Agenda — Campbell City Council, December 17, 2024 (part 1 of 2)

City Council Agenda
City of Campbell, 70 N. First St., Campbell, California

NOTE: This City Council Regular meeting will be conducted in person as well as telecommunication and is compliant with provisions of the Brown Act.

The City Council meeting will be live- streamed on Channel 26 (Xfinity) or Channel 88 (Direct TV), the City's website and on YouTube https://www.youtube.com/user/CityofCampbell for those who only wish to view the meeting.

Those members of the public wishing to provide public comment virtually are asked to register in advance at: https://www.campbellca.gov/signup
. After registering, you will receive a confirmation email containing information about joining the meeting. Members of the public may attend the meeting in person at Campbell City Hall - Council Chambers.

Public comment will also be accepted via email at [email protected] until 3:00p.m. prior to the start of the meeting. Written comments will be posted on the website and distributed to the Council. If you choose to email your comments, please indicate in the subject line “FOR PUBLIC COMMENT” and indicate the item number.

*CORRECTED AGENDA TO PROVIDE CLARITY ON TITLE OF ITEM 11.

REGULAR MEETING OF THE CAMPBELL CITY COUNCIL
Tuesday, December 17, 2024 – 7:00 p.m.

City Hall Council Chamber – 70 N. First Street

CALL TO ORDER

ROLL CALL

PLEDGE OF ALLEGIANCE

SPECIAL PRESENTATIONS AND PROCLAMATIONS

COMMUNICATIONS AND PETITIONS

ORAL REQUESTS
NOTE: This portion of the meeting is reserved for persons wishing to address the City Council on any matter not on the agenda. Persons wishing to address the Council are requested, but not required to complete a Speaker’s Card. Speakers are limited to two (2) minutes. The law generally prohibits the Council from discussion or taking action on such items. However, the Council may instruct staff accordingly regarding Oral Requests.

COUNCIL ANNOUNCEMENTS

CONSENT CALENDAR

NOTE: All matters listed under consent calendar are considered by the City Council to be routine and will be enacted by one motion. There will be no separate discussion of these items unless a request is made by a member of City Council, City staff, or a member of the public.

Any person wishing to speak on any item on the consent calendar should ask to have the item removed from the consent calendar prior to the time the Council votes to approve. If removed, the item will be discussed in the order in which it appears.

1. Minutes of City Council Executive Session Meeting of December 3, 2024 Recommended Action: Approve the executive session meeting minutes of December 3, 2024.

2. Minutes of City Council Regular Meeting of December 3, 2024 Recommended Action: Approve the regular meeting minutes of December 3, 2024.

3. Approving Bills and Claims
Recommended Action: Approve the bills and claims in the amount of $914,387.79

4. Monthly Investment Transactions Report (November 2024) Recommended Action: That the City Council review and accept the Monthly Investment Transactions Report for November 2024.

5. Resolution Authorizing the Examination of Sales or Transactions and Use Tax Records (Resolution/Roll Call Vote)
Recommended Action: That the City Council adopt a resolution authorizing the examination of sales or transactions and use tax records.

6. Resolution Approving and Authorizing the City Manager to Execute Agreements with the California Department of Tax and Fee Administration for Implementation of a Local Transactions and Use Tax (Resolution/Roll Call Vote)
Recommended Action: That the City Council adopt a resolution approving and authorizing the City Manager to execute agreements with the California Department of Tax and Fee Administration for implementation of a Local Transactions and Use Tax.

7. Accept Donation of $1000 from the Early Settler's Reunion Committee for the Campbell Historical Museum & Ainsley House (Resolution/Roll Call Vote)
Recommended Action: That the City Council adopt a resolution to accept a donation of $1,000 from the Early Settler's Reunion Committee for the Campbell Historical Museum and Ainsley House.

8. Approval of Tract Map No. 10644 Including Acceptance of Public Service Easements Shown on Said Map – 251 Llewellyn Avenue (Resolution/Roll Call Vote)
Recommended Action: That the City Council adopt a resolution approving the Tract Map for Tract No. 10644 and accept the public service easements offered for dedication as shown on the map for the property located at 251 Llewellyn Avenue.

9. Resolution Approving a Consultant Services Agreement with ELS Architecture and Urban Design, in an Amount Not to Exceed $170,300, to Provide Architectural and Engineering Design Services for the City Hall Public Counters and Accessibility Enhancements Project (CIP No. 24- VV), and a 10% Contingency Amount of $17,030 for Potential Design Service Modifications and Their Associated Costs (Resolution/Roll Call Vote) Recommended Action: That the City Council adopt a resolution: 1) approving a consultant services agreement with ELS Architecture and Urban Design, in an amount not to exceed $170,300, to provide architectural and engineering design services for the City Hall Public Counters and Accessibility Enhancements project (CIP No. 24-VV); 2) authorizing an additional 10% contingency amount of $17,030, for potential design service modifications and their associated costs; 3) authorizing the Public Works Director to negotiate and execute contract change orders up to and within the allocated contingency amount; and 4) authorizing the City Manager to execute said agreement as specified in Campbell Municipal Code Section 3.20.100.

10. Accept a Donation from Paired Power for a Portable Solar -Powered Electric Vehicle (EV) Charging Station (Resolution/Roll Call Vote) Recommended Action: It is recommended that the City Council adopt a resolution accepting a donation from Paired Power for the use, installation, and maintenance of a portable solar-powered electric vehicle (EV) charging station in a City-owned municipal parking lot.

PUBLIC HEARINGS AND INTRODUCTION OF ORDINANCES
NOTE: Members of the public may be allotted up to two (2) minutes to comment on any public hearing item. Applicants/Appellants and their representatives may be allotted up to a total of five (5) minutes for opening statements and up to a total of three (3) minutes maximum for closing statements. Items requested/recommended for continuance are subject to Council’s consent at the meeting.

NEW BUSINESS
*Item 11 title corrected to clarify the date of the General Municipal Election from November 8, 2022, to November 5, 2024.

11. Declaring the Canvass of Returns and Results of the General Municipal Election Held on November 5, 2024 (Resolution/Roll Call Vote) Recommended Action: That the City Council adopt a resolution declaring the canvass of returns and result of the General Municipal Election, and direct the City Clerk to administer the Oaths of Office.

12. City Council Reorganization
Recommended Action: That the City Council reorganize and appoint a Mayor and Vice Mayor for the 2025 calendar year.

13. 2025 City Council Meeting Schedule (Resolution/Roll Call Vote) Recommended Action: That the City Council adopt a Resolution approving the 2025 City Council meeting schedule.

ADJOURN

IMPORTANT NOTICE: Materials related to an item on this agenda submitted to the City Council after distribution of the agenda packet are available for public inspection with the agenda packet in the lobby of City Clerk’s Office, 70 N. First Street, Campbell, CA 95008, during normal business hours. These materials will also be available on the City website at https://www.ci.campbell.ca.us/agendacenter with the agenda packet following the last item of the agenda, subject to staff’s ability to post the documents prior to the meeting. All documents not posted prior to the meeting will be posted the next business day.

In compliance with the Americans with Disabilities Act, listening assistive devices are available for all meetings held in the City Council Chambers. If you require accommodation, please contact the City Clerk’s Office, (408) 866-2117, at least one week in advance of the meeting.

CITY COUNCIL MINUTES
City of Campbell, 70 N. First St., Campbell, California

CITY COUNCIL EXECUTIVE SESSION
Tuesday, December 3, 2024 – 5:45 PM
Doetsch Conference Room
70 N. First Street, Campbell, California

This City Council meeting was duly noticed pursuant to open meeting requirements of the Ralph M. Brown Act (G.C. Section 54956).

CALL TO ORDER

The City Council of the City of Campbell convened this day in the special meeting place, the Doetsch Conference Room, 70 N. First Street, Campbell, California.

ROLL CALL

Attendee Name Title Status
Susan M. Landry Mayor Absent
Sergio Lopez Vice Mayor Present
Elliot Scozzola Councilmember Present
Dan Furtado Councilmember Present
Anne Bybee Councilmember Present

Mayor Landry recused herself from the first Litigation item (New Cingular Wireless PCS) due to a conflict of interest in having a financial interest in the property owner being a business client.

PUBLIC COMMENT

There was no public comment

MOVE INTO CLOSED EXECUTIVE SESSION

CITY COUNCIL EXECUTIVE SESSION

A. Personnel

B. Litigation – CONFERENCE WITH LEGAL COUNSEL—EXISTING LITIGATION (Paragraph (1) of subdivision (d) of California Government Code Section 54956.9) Name of case: New Cingular Wireless PCS, LLC d/b/a AT&T v. City of Campbell

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Minutes Acceptance: Minutes of Dec 3, 2024 5:45 PM (CONSENT CALENDAR)

Minutes of December 3, 2024 City Council Meeting Page 2 CONFERENCE WITH LEGAL COUNSEL—EXISTING LITIGATION
(Paragraph (1) of subdivision (d) of California Government Code Section 54956.9) Name of Case : Leitz v. City of Campbell, et al; Santa Clara County Superior Court Case No. 24CV449456

C. Real Property
D. Labor Negotiations
The City Council met in Executive Session to discuss two items under Item B – Litigation.

City Manager Loventhal, City Attorney Seligmann and legal counsel Robert C. May III of Telecom Law Firm, PC were in attendance for the first item under B – Litigation.

At 6:00 p.m., Mayor Landry, Police Chief Berg, Assistant City Manager Gaeta and legal counsel Morin Jacob of LCW Legal were in attendance to discuss the second item under B – Litigation.

ADJOURN
Mayor Landry adjourned the meeting at 6:55 p.m.

APPROVED:

Susan M. Landry, Mayor

ATTEST:

Andrea Sanders, City Clerk

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Minutes Acceptance: Minutes of Dec 3, 2024 5:45 PM (CONSENT CALENDAR)

CITY COUNCIL MINUTES
City of Campbell, 70 N. First St., Campbell, California

REGULAR MEETING OF THE CAMPBELL CITY COUNCIL
Tuesday, December 3, 2024 7:00 p.m.

City Hall Council Chamber – 70 N. First Street

This City Council meeting was duly noticed pursuant to open meeting requirements of the Ralph M. Brown Act (G.C. Section 54956).

This meeting was recorded and can be viewed in its entirety at www.campbellca.gov/agendacenter.

CALL TO ORDER
The City Council of the City of Campbell convened this day in the regular meeting place, the City Hall Council Chamber, 70 N. First St., Campbell, California.

ROLL CALL
Attendee Name Title Status
Susan M. Landry Mayor Present
Sergio Lopez Vice Mayor Present
Elliot Scozzola Councilmember Present
Dan Furtado Councilmember Present
Anne Bybee Councilmember Present

PLEDGE OF ALLEGIANCE
The Pledge of Allegiance was led by Campbell resident Steve Saunders in recognition of his dedicated civic engagement and support of the community.

Mayor Landry presented Mr. Saunders a Certificate of Appreciation for leading the Pledge of Allegiance.

SPECIAL PRESENTATIONS AND PROCLAMATIONS

1. Proclamation Honoring Civic Engagement in the City of Campbell Recommended Action: That the City Council authorize the Mayor to recognize the importance of Civic Engagement and honor the individuals who contribute in the City of Campbell.

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Minutes Acceptance: Minutes of Dec 3, 2024 7:00 PM (CONSENT CALENDAR)

Minutes of December 3, 2024 City Council Meeting Page 2 Mayor Landry recognized the regular City Council meeting attendees such as Mr.

Steve Saunders, stating their active participation brings invaluable insights, diverse perspectives, and constructive feedback that shape the decisions the City Council make.

Mayor Landry presented Mr. Saunders with a proclamation recognizing his civic engagement.

Mr. Saunders thanked the Council and expressed his appreciation for the recognition.

City Councilmembers thanked Mr. Saunders for his support.

COMMUNICATIONS AND PETITIONS
There were no communications and petitions.

ORAL REQUESTS

Mary Wirth, Campbell resident, spoke on behalf of the Friends of the Campbell Library and spoke of the upcoming book sale on Saturday, December 7, from 10:00am – 1:00pm. They are holding a capital campaign to raise $250,000 for library enhancements.

David Smathers requested a ceasefire resolution in Gaza be placed on the agenda.

Diana Joseph requested a ceasefire resolution in Gaza be placed on the agenda.

Ehsaneh Sadr, Campbell resident, requested a ceasefire resolution be placed on the agenda.

Deanna Hsu requested a ceasefire resolution in Gaza be placed on the agenda.

Ken Johnson, Campbell Chamber of Commerce Executive Director spoke of the 40 th Annual Toy Program with upcoming events to include a tree lighting at the Pruneyard, the downtown Carol of Lights and Making Spirits Bright, a community event at Darling Fischer.

COUNCIL ANNOUNCEMENTS
Visit the Ainsley House this holiday season. The house will be decorated with the theme “Holiday Heritage.” Exciting events such as the Holiday Tea and Tour; Photos with Santa; and the Holiday Boutique await. For additional information please visit campbellmuseums.com.

The “Campbell Community Toy Program” is in need of all types of toys, books, soccer balls and games. Toy collection bins have been placed at various locations including 2 Packet Pg. 8
Minutes Acceptance: Minutes of Dec 3, 2024 7:00 PM (CONSENT CALENDAR)

Minutes of December 3, 2024 City Council Meeting Page 3 Campbell City Hall, Police Department, Community Center, and the Fire Stations located on Union and Sunnyoaks. For additional information about this program, please visit campbelltoyprogram.com.

The annual downtown Campbell Carol of Lights celebration will be held on December 7 from 4:00 – 7:00 pm. Calling All Ugly Sweaters. Dig out those hilarious, hideous sweaters and come show off your terrible fashion choices for all to enjoy. There will be face painting for the kids, a petting zoo, arts and crafts and bounce houses. This is a free event for everyone to attend.

The City of Campbell is committed to supporting its citizens by strengthening its neighborhoods. The City offers grant funding to help neighborhoods build a sense of community through its Neighborhood Association Assistance Grant program.

Applications to apply will open January 13, 2025. Neighborhood Associations within the City of Campbell are encouraged to apply. For more information, please visit the city’s website at campbellca.gov.

Tis the season for potential thefts and holiday crimes. Please do not leave packages or valuables on the seat of your car, always lock it in the trunk. Keep all car doors locked and windows closed and set your alarm. If shopping at night, remember to park in a well-lit area. Please be sure to report suspicious activity to the Campbell Police Department at (408)866-2101 or if you encounter an emergency, please call 911.

City Hall offices will be closed for business beginning 12:00 pm on Monday, December 23 thru Thursday, January 2. Police and emergency services will remain open.

CONSENT CALENDAR

Mayor Landry asked if anyone wished to remove an item off the Consent Calendar.

Councilmember Bybee commented on Item 14, congratulating Carlos Castaneda upon his retirement and thanking him for his 22 years of outstanding service to the City of Campbell.

Item 15 was pulled from Consent.

The Consent Calendar was considered as follows:

2. Minutes of City Council Regular Meeting of November 19, 2024 Recommended Action: Approve the regular meeting minutes of November 19, 2024.

This action approves the regular meeting minutes of November 19, 2024.

3. Minutes of City Council Special Meeting of November 21, 2024 Recommended Action: Approve the special meeting minutes of November 21, 2024.
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Minutes Acceptance: Minutes of Dec 3, 2024 7:00 PM (CONSENT CALENDAR)

Minutes of December 3, 2024 City Council Meeting Page 4 This action approves the special meeting minutes of November 21, 2024.

4. Approving Bills and Claims
Recommended Action: Approve the bills and claims in the amount of $992,101.74.

This action approves the bills and claims in the amount of $992,101.74 as follows: bills and claims checks dated November 4, 2024, in the amount of $258,732.25; payroll checks dated November 7, 2024, in the amount of $74,391.07; and bills and claims checks dated November 11, 2024, in the amount of $658,978.42.

5. Monthly Treasurer's Report (October 2024)
Recommended Action: That the City Council review and accept the Monthly Treasurer’s Report for the month ended October 31, 2024.

This action reviews and accepts the Monthly Treasurer’s Report for the month ended October 31, 2024.

6. Monthly Investment Transactions Report (October 2024) Recommended Action: That the City Council review and accept the Monthly Investment Transactions Report for October 2024.

This action reviews and accepts the Monthly Investment Transactions Report for October 2024.

7. Community Facilities District No. 1 Report Fiscal Year (FY) 2023-24 Recommended Action: That the City Council note and file the Annual Bond Accountability Report for the City’s Community Facilities District No. 1 (“CFD”) for Fiscal Year ending June 30, 2024, as mandated by the California Government Code Sections 53411 and 50075.3.

This action notes and files the Annual Bond Accountability Report for the City’s Community Facilities District No. 1 (“CFD”) for Fiscal Year ending June 30, 2024, as mandated by the California Government Code Sections 53411 and 50075.3.

8. Community Facilities District No. 2 Report Fiscal Year (FY) 2023-24 Recommended Action: That the City Council note and file the Annual Bond Accountability Report for the City’s Community Facilities District No. 2 (“CFD”) for Fiscal Year ending June 30, 2024, as mandated by the California Government Code sections 53411 and 50075.3.

This action notes and files the Annual Bond Accountability Report for the City’s Community Facilities District No. 2 (“CFD”) for Fiscal Year ending June 30, 2024, as mandated by the California Government Code sections 53411 and 50075.3.

9. Resolution Reviewing and Accepting the Annual Developer Fee Disclosure Information for the Environmental Services Fee, Parkland Dedication Fee, and Vehicle Impact Fee and Making Five -Year Findings for the Parkland Dedication Fee and Vehicle Impact Fee for the Fiscal Year Ended June 30, 2 Packet Pg. 10
Minutes Acceptance: Minutes of Dec 3, 2024 7:00 PM (CONSENT CALENDAR)

Minutes of December 3, 2024 City Council Meeting Page 5 2024 Pursuant to California Government Code (GC) Section 66001 (Resolution/Roll Call Vote)
Recommended Action: That the City Council adopt a resolution consistent with the Mitigation Fee Act (AB -1600) to review and accept the annual developer fee disclosure information for the Environmental Services Fee, Parkland Dedication Fee, and Vehicle Impact Fee and make five -year findings for the Parkland Dedication Fee and Vehicle Impact Fee for the Fiscal Year ended June 30, 2024 pursuant to California Government Code (GC) Section 66001.

Resolution 13233 reviews and accepts the annual developer fee disclosure information for the Environmental Services Fee, Parkland Dedication Fee, and Vehicle Impact Fee and make five -year findings for the Parkland Dedication Fee and Vehicle Impact Fee for the Fiscal Year ended June 30, 2024 pursuant to California Government Code (GC) Section 66001.

10. Resolution Declaring Weeds a Public Nuisance and Scheduling a Public Hearing (Resolution/ Roll Call Vote)
Recommended Action: That the City Council adopt a resolution, declaring weeds a public nuisance, and setting January 13, 2025, as the date for a public hearing to hear protests.

Resolution 13234 declares weeds a public nuisance, and sets January 13, 2025, as the date for a public hearing to hear protests.

11. Approval and Authorization to Execute an Amendment to the West Valley Clean Water Program Authority’s Joint Powers Agreement to Change the Name of the Authority to the West Valley Stormwater Authority (Resolution/Roll Call Vote)
Recommended Action: It is recommended that the City Council adopt a resolution: 1) approving an amendment to the West Valley Clean Water Program Authority’s Joint Powers Agreement to change the name of the Authority to the West Valley Stormwater Authority, and 2) authorizing the City Manager to execute the amendment on behalf of the City of Campbell, and as specified in Campbell Municipal Code Section 3.20.100.

Resolution 13235 1) approves an amendment to the West Valley Clean Water Program Authority’s Joint Powers Agreement to change the name of the Authority to the West Valley Stormwater Authority, and 2) authorizes the City Manager to execute the amendment on behalf of the City of Campbell, and as specified in Campbell Municipal Code Section 3.20.100.

12. Approve Second Amendment to the Consultant Services Agreement with Municipal Resource Group, LLC Consultants for On -Demand Human Resources Consulting Services (Resolution/Roll Call Vote) Recommended Action: That the City Council adopt a resolution approving a Second Amendment to the Consultant Services Agreement with Municipal Resource Group, LLC (Second Amendment) to extend the contract term and increase the contract total to a not -to-exceed amount of $200,000; and authorizing the City Manager to execute the Second Amendment. 2 Packet Pg. 11
Minutes Acceptance: Minutes of Dec 3, 2024 7:00 PM (CONSENT CALENDAR)

Minutes of December 3, 2024 City Council Meeting Page 6

Resolution 13236 approves a Second Amendment to the Consultant Services Agreement with Municipal Resource Group, LLC (Second Amendment) to extend the contract term and increase the contract total to a not -to-exceed amount of $200,000; and authorizing the City Manager to execute the Second Amendment.

13. Campbell Community Center Public Safety Camera System (Resolution/Roll Call Vote)
Recommended Action: That the City Council adopt a Resolution approving a State of California Multiple Award Schedule (CMAS) contract with Jeffrey S.

Peterson Co. and authorizing the City Manager to sign the contract for the purchase and installation of a Bosch security camera and gun shot detection system at the Campbell Community Center.

Resolution 13237 approves a State of California Multiple Award Schedule (CMAS) contract with Jeffrey S. Peterson Co. and authorizing the City Manager to sign the contract for the purchase and installation of a Bosch security camera and gun shot detection system at the Campbell Community Center.

14. Resolution Commending Carlos Castaneda for 22 Years of Service to the City of Campbell (Resolution/Roll Call Vote)
Recommended Action: It is recommended that the City Council adopt a resolution commending Carlos Castaneda for his 22 years of outstanding service to the City of Campbell.

Resolution 13238 commends Carlos Castaneda for his 22 years of outstanding service to the City of Campbell.

M/S: Bybee/Furtado – That the City Council approve the Consent Calendar with the exception of Item 15. The motion was adopted by the following roll call vote:

RESULT: ADOPTED [UNANIMOUS]
MOVER: Bybee
SECONDER: Furtado
AYES: Landry, Lopez, Scozzola, Furtado, Bybee

ITEMS CONSIDERED SEPARATE FROM CONSENT

15. Resolution in Support of Build the Future's Efforts to Provide Childcare in Santa Clara County (Resolution/Roll Call Vote)
Recommended Action: That the City Council adopt a resolution supporting Build the Future's efforts to provide universal childcare to all children and families in the County of Santa Clara and the State of California.

Jaria Jaug, Associate Director of Care Policy and main Coordinator of Build the Future Campaign stated Build the Future is a campaign co -chaired by Board President Ellenberg and aims to ensure that all families can afford childcare. She 2 Packet Pg. 12
Minutes Acceptance: Minutes of Dec 3, 2024 7:00 PM (CONSENT CALENDAR)

Minutes of December 3, 2024 City Council Meeting Page 7 thanked the City Council for adopting the resolution and their support on this important topic.

The City Councilmembers gave supportive comments towards the program.

M/S: Bybee/Scozzola – That the City Council adopt Resolution 13239 supporting Build the Future's efforts to provide universal childcare to all children and families in the County of Santa Clara and the State of California. The motion was adopted by the following roll call vote:

RESULT: ADOPTED [UNANIMOUS]
MOVER: Bybee
SECONDER: Scozzola
AYES: Landry, Lopez, Scozzola, Furtado, Bybee

PUBLIC HEARINGS AND INTRODUCTION OF ORDINANCES

16. Public Hearing to Consider the Request of Mark Stevenson to Allow the Operation of a Chiropractic and Acupuncture Office (“Medical Services, Clinics” Use) on the Ground Floor of an Existing Commercial Tenant Space (Otherwise Restricted to an Upper Floor) Within a Historic "Structure of Merit" Commonly Known as the “Grizzle Court Duplex” on Property Located at 35 S. First Street, and in the CB -MU (Central Business Mixed Use) Zoning District. File No.: PLN-2024-62. (Resolution/Roll Call Vote) Recommended Action: The Historic Preservation Board and the Planning Commission recommend that the City Council adopt a Resolution approving a Zoning Exception and Conditional Use Permit to allow the operation of a chiropractic and acupuncture office (“Medical Services, Clinics” use) on the ground floor of an existing commercial tenant space, as well as approving a permit fee waiver request to retroactively refund the Historic Zoning Exception Fee.

Now is the time and place for a public hearing to consider the Request of Mark Stevenson approving a Zoning Exception and Conditional Use Permit to allow operation of a chiropractic and acupuncture office on the ground floor of an existing commercial tenant space with a historic “Structure of Merit” on property located at 35 S. First Street.

Assistant Planner Lomen presented a staff report dated December 3, 2024.

Following Council questions, Mayor Landry opened the public hearing and invited the applicant to speak.

The applicant had no comments.

Mayor Landry asked if anyone from the public wished to speak. There were no public comments.

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Minutes Acceptance: Minutes of Dec 3, 2024 7:00 PM (CONSENT CALENDAR)

Minutes of December 3, 2024 City Council Meeting Page 8 Seeing no one else wishing to speak, Mayor Landry closed the public hearing.

Councilmembers stated support for the project.

After discussion, M/S: Lopez/Bybee – That the City Council adopt Resolution 13240 approving a Zoning Exception and Conditional Use Permit to allow the operation of a chiropractic and acupuncture office (“Medical Services, Clinics” use) on the ground floor of an existing commercial tenant space, as well as approving a permit fee waiver request to retroactively refund the Historic Zoning Exception Fee. The motion was adopted by the following roll call vote:

RESULT: ADOPTED [UNANIMOUS]
MOVER: Lopez
SECONDER: Bybee
AYES: Landry, Lopez, Scozzola, Furtado, Bybee

NEW BUSINESS

17. Amending Classification & Salary Schedule to Add Economic Development Manager (Resolution/Roll Call Vote)
Recommended Action: That the City Council adopt a resolution amending the City of Campbell Classification and Salary Schedule to add a new job classification and pay range for Economic Development Manager.

Human Resources Manager Chung presented a staff report dated December 3, 2024.

Following City Council questions, Mayor Landry asked if anyone wished to speak. There were no public speakers.

After discussion, M/S: Bybee/Scozzola – That the City Council adopt Resolution 13241 amending the City of Campbell Classification and Salary Schedule to add a new job classification and pay range for Economic Development Manager. The motion was adopted by the following roll call vote:

RESULT: ADOPTED [UNANIMOUS]
MOVER: Bybee
SECONDER: Scozzola
AYES: Landry, Lopez, Scozzola, Furtado, Bybee

18. Market Adjustments for Specified Classifications Within Represented Labor Groups (Resolution/Roll Call Vote)
Recommended Action: That the City Council adopt a resolution amending the Classification and Salary Schedule to include salary adjustments to job classifications within represented labor groups that are below the labor market mean.
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Minutes Acceptance: Minutes of Dec 3, 2024 7:00 PM (CONSENT CALENDAR)

Minutes of December 3, 2024 City Council Meeting Page 9 Human Resources Manager Chung presented a staff report dated December 3, 2024.

Following City Council questions, Mayor Landry asked if anyone wished to speak. There were no public speakers.

After discussion, M/S: Scozzola/Furtado – That the City Council adopt Resolution 13242 amending the Classification and Salary Schedule to include salary adjustments to job classifications within represented labor groups that are below the labor market mean, including the desk item. The motion was adopted by the following roll call vote:

RESULT: ADOPTED [UNANIMOUS]
MOVER: Scozzola
SECONDER: Furtado
AYES: Landry, Lopez, Scozzola, Furtado, Bybee

19. Authorizing the City to Apply to and Participate in the State of California's Prohousing Designation Program (Resolution/Roll Call Vote) Recommended Action: That the City Council adopt a Resolution, authorizing application to, and participation in, the State’s Prohousing Designation Program (PDP).

Senior Planner Rose presented a staff report dated December 3, 2024.

Following City Council questions, Mayor Landry asked if anyone wished to speak. There were no public speakers.

After discussion, M/S: Lopez/Scozzola - That the City Council adopt Resolution 13243, authorizing application to, and participation in, the State’s Prohousing Designation Program (PDP). The motion was adopted by the following roll call vote:

RESULT: ADOPTED [UNANIMOUS]
MOVER: Lopez
SECONDER: Scozzola
AYES: Landry, Lopez, Scozzola, Furtado, Bybee

UNFINISHED BUSINESS

20. Consider the Adoption of a Resolution Dispensing with the Bidding Procedures, Approving a Consultant Services Agreement with Silicon Valley Independent Living Center and Authorizing the City Manager Execute the Agreement (Resolution/Roll Call Vote)
Recommended Action: It is recommended that the City Council adopt a Resolution dispensing with the bidding procedures specified in CMC Section

3.20.050, approving a two -year Consultant Services Agreement (expiring December 31, 2026) with Silicon Valley Independent Living Center (SVILC) to 2 Packet Pg. 15
Minutes Acceptance: Minutes of Dec 3, 2024 7:00 PM (CONSENT CALENDAR)

Minutes of December 3, 2024 City Council Meeting Page 10 serve as the Administrator for the Motel Voucher for the Unhoused Program and authorizing the City Manager to execute the agreement.

Housing Manger Murillo -Garcia presented a staff report dated December 3, 2024.

The City Council asked general questions related to the staff presentation.

Sheri Burns, Executive Director of SVLC provided information on their program and information related to the services provided.

Mayor Landry asked if anyone from the public wished to speak. There was no one wishing to speak.

The City Council expressed their support for the proposal and thanked the staff for addressing previous concerns.

After discussion, M/S: Lopez/Scozzola – That the City Council adopt Resolution 13244 dispensing with the bidding procedures specified in CMC Section 3.20.050, approving a two -year Consultant Services Agreement (expiring December 31, 2026) with Silicon Valley Independent Living Center (SVILC) to serve as the Administrator for the Motel Voucher for the Unhoused Program and authorizing the City Manager to execute the agreement. The motion was adopted by the following roll call vote:

RESULT: ADOPTED [UNANIMOUS]
MOVER: Lopez
SECONDER: Scozzola
AYES: Landry, Lopez, Scozzola, Furtado, Bybee

COUNCIL COMMITTEE REPORTS

21. Approve Appointments to the Parks & Recreation Commission Recommended Action: That the City Council approve the recommendation of the Advisory Commissioner Appointment Interview Subcommittee regarding three appointments to the Parks & Recreation Commission to four -year terms expiring December 2028.

Advisory Commissioner Appointment Interview Subcommittee members (Mayor Landry and Councilmember Furtado) reported out on the November 20, 2024 Parks and Recreation Commission interviews and made their recommendation to appoint Michael Frederick, Brian Malone and Shirley Loffer to the Commission.

They noted that all six applicants were qualified, and it was difficult to only recommend three applicants.

After Council questions, Mayor Landry asked if anyone from the public wished to speak. There was no one wishing to speak.
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Minutes Acceptance: Minutes of Dec 3, 2024 7:00 PM (CONSENT CALENDAR)

Minutes of December 3, 2024 City Council Meeting Page 11 After discussion, M/S: Furtado/Bybee - The City Council approve the recommendation of the Advisory Commissioner Appointment Interview Subcommittee and appoint Michael Frederick, Brian Malone and Shirley Loffer to the Parks & Recreation Commission each to a four -year term expiring December 2028. The motion was adopted by the following roll call vote:

RESULT: ADOPTED [UNANIMOUS]
MOVER: Furtado
SECONDER: Bybee
AYES: Landry, Lopez, Scozzola, Furtado, Bybee

22. Council Committee Reports
Recommended Action: That the City Council report on activities from their committee assignments.

Councilmember Furtado spoke of the name change of the stormwater management board from West Valley Clean Water to Stormwater Management; attended the Campbell Chamber of Commerce Luncheon where City Manager Loventhal and Police Chief Berg were speakers.

Councilmember Bybee attended the Silicon Valley Animal Control Authority board meeting.

Vice Mayor Lopez participated in the Measure O library and police building tour; and attended with Mayor Landry, the Annual Interfaith Thanksgiving Service.

Mayor Landry attended the Campbell Chamber of Commerce Luncheon; the Measure O Tour; and the Annual Interfaith Thanksgiving Service

ADJOURN
Mayor Landry adjourned the meeting at 8:23 p.m.

APPROVED:

ATTEST:

Susan M. Landry, Mayor

Andrea Sanders, City Clerk

2 Packet Pg. 17
Minutes Acceptance: Minutes of Dec 3, 2024 7:00 PM (CONSENT CALENDAR)

City
Council
Report

TITLE: Approving Bills and Claims

RECOMMENDED ACTION

Approve the bills and claims in the amount of $914,387.79

DISCUSSION

The bills and claims that have been audited and approved by staff for payments made as noted below:

Type Check Date Amount
Bills & Claims November 18, 2024 $422,795.44
Payroll November 21, 2024 $33,586.39
Bills & Claims November 25, 2024 $458,005.96
Total $914,387.79

FISCAL IMPACT

Requested action does not require a budget adjustment. Adequate funding was available to cover all expenses as listed.

Prepared by:

Celia Deniz, Accounting Clerk II

Reviewed by:

Norite Vong, Assistant Finance Director

Item: 3
Category: CONSENT CALENDAR
Meeting Date: December 17, 2024
3 Packet Pg. 18
Approving Bills and Claims Page 2 of 2

Approved by:

Brian Loventhal, City Manager

3 Packet Pg. 19

City
Council
Report

TITLE: Monthly Investment Transactions Report (November 2024)

RECOMMENDED ACTION

That the City Council review and accept the Monthly Investment Transactions Report for November 2024.

BACKGROUND

As required by California Government Code (GC) Section 53607, staff will submit to the City Council Monthly Investment Transaction Reports within 45 days of the prior month end that show a listing of investments purchased, sold, called, or that have reached maturity, along with any Local Agency Investment Fund ( LAIF) transfers. This is in addition to the Quarterly Investment Report, which shows a number of other items listed under Section VII.A of the City’s Investment Policy and is also submitted to the City Council within 45 days from the end of the prior quarter.

DISCUSSION

This Monthly Investment Transaction Report covers November 2024. As shown in Attachment A, staff made $7.2 million in deposits along with $2.4 million in withdrawals with the City’s main Local Agency Investment Fund (LAIF) account to manage operating cash flow. $2.0 million was withdrawn from the Measure O 2022 bond account to cover October project expenditures. The monthly LAIF investment rate dropped to 4. 477%.

Within the City’s BNY custodial account, $4.0 million in new investments were purchased; three (3) Asset-backed securities ($ 470,000), three (3) US Agency Commercial mortgage -backed securit ies ($800,000), three (3) Corporate bonds ($750,000), five (5) US Treasury bond s ($1,775,000) and one (1) California Municipal bond. Two (2) $1.0 million in FHLB agency bonds were sold and one ( 1) $1,000,000 FHLB agency bond matured. Approximately $13,000 in combined net interest and dividends received/purchased and realized loss es were received. $1,000,000 was drawn from the money market account to cover the purchases leaving $125,000 in cash and cash equivalents . Consistent with the recommended FY2024-25 Investment Strategy approved by the City Council on September 17, 2024, staff and its investment advisors continue to watch for moderately long-term investment opportunities outside of LAIF, as interest rates remain high to provide the highest yet still safe return s, Item: 4
Category: CONSENT CALENDAR
Meeting Date: December 17, 2024
4 Packet Pg. 20
Monthly Investment Transactions Report November 2024 Page 2 of 2 consistent with the City’s Investment Policy. Please note that all investment purchases made adhere to the City’s Investment Policy.

FISCAL IMPACT

There is no fiscal impact associated with the review and acceptance of the Monthly Investment Transactions Report.

Prepared by:

John Formale, Accountant

Reviewed by:

Will Fuentes, Finance Director

Approved by:

Brian Loventhal, City Manager

Attachment:
a. Monthly Investment Activity Report-11.30.24
b. Chandler Monthly Investment Statement- 11.30.24
4 Packet Pg. 21

CITY OF CAMPBELL
Monthly Investment Transactions Report
November 1 to November 30, 2024
Account Trans. Date November 2024
LAIF - ******133, Main account
Average Monthly Yield 4.477%
Beginning Balance 22,988,118$
Transactions
Deposit 11/4/2024 400,000
Withdrawal 11/6/2024 (1,000,000)
Withdrawal 11/12/2024 (350,000)
Deposit 11/13/2024 1,900,000
Deposit 11/18/2024 2,100,000
Deposit 11/19/2024 1,600,000
Withdrawal 11/20/2024 (1,000,000)
Deposit 11/25/2024 1,200,000
4,850,000
Ending Balance 27,838,118$
Account Trans. Date November 2024
LAIF - ******031, MEAS O, Series 2020
Average Monthly Yield 4.477%
Beginning Balance 452,979$
Ending Balance 452,979
Account Trans. Date November 2024
LAIF - ******032, MEAS O, Series 2022
Average Monthly Yield 4.477%
Beginning Balance 29,781,130$
Transactions
Principal drawdown- MEAS O September expenditures 11/15/2024 (2,009,000) (2,009,000)
Ending Balance 27,772,130$
Account*** Trans. Date November 2024
Bank of New York (BNY) - ******818
Beginning Balance 20,109,309
Note: Purchases listed at par value, see Chandler Monthly Statement for detail Transactions
Purchases (3)- ABS (Asset backed securities) 470,000
Purchases (3)- Agency CMBS US (Agency commercial mortgage-backed securities) 800,000 Purchases (3) Corporate Bonds 750,000
Purchases (5)- US Treasury bonds 1,775,000
Purchases (1)- California Muncipal Bond 205,000
Sales (2)- Agency (FHLB) (2,000,000)
Maturities- Agency (FHLB) (1,000,000)
MM net sweep/purchases (1,001,269)
Interest and dividends received, net of accrued interest purchased 559 Realized Gain/(Loss) (12,560)
(13,270)
Ending Balance 20,096,038.96$
Total of all Investments
Beginning 73,331,535$
Ending 76,159,265$

4.a
Packet Pg. 22
Attachment: Monthly Investment Activity Report-11.30.24 (Monthly Investment Transactions Report November 2024)

MONTHLY ACCOUNT STATEMENT
City of Campbell | Account #11214 | As of November 30, 2024 CHANDLER ASSET MANAGEMENT | chandlerasset.com
Information contained herein is confidential. We urge you to compare this statement to the one you receive from your qualified custodian. Please see Important Disclosures at the end of the statement.

Chandler Team:

For questions about your account, please call (800) 317-4747, or contact [email protected]
Custodian:

Bank of New York Mellon

4.b
Packet Pg. 23
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 2
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

PORTFOLIO SUMMARY
Portfolio Characteristics
Sector Allocation
Account Summary
Maturity Distribution
Top Issuers
Credit Quality
Average Modified Duration 2.11
Average Coupon 3.50%
Average Purchase YTM 3.51%
Average Market YTM 4.38%
Average Quality AA+
Average Final Maturity 2.44
Average Life 2.18
Beg. Values as of
11/01/2024
End Values as of
11/30/2024
Market Value 19,913,638.70 19,965,679.15
Accrued Interest 130,618.05 175,797.87
Total Market Value 20,044,256.75 20,141,477.02
Income Earned 49,987.96 45,039.62
Cont/WD 0.00 0.00
Par 20,074,380.32 20,116,808.12
Book Value 20,106,713.49 20,103,004.84
Cost Value 20,110,409.38 20,107,399.99
United States 34.28%
Federal Home Loan Banks 24.67%
Farm Credit System 14.93%
FHLMC 6.72%
Caterpillar Inc. 1.26%
Royal Bank of Canada 1.25%
State Street Corporation 1.25%
UnitedHealth Group Incorporated 1.21%
*See Footnote
The credit quality is a weighted average calculation of the highest of S&P , Moody’s’ and Fitch

4.b
Packet Pg. 24
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 3
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

RECONCILIATION SUMMARY
Accrual Activity Summary
Fair Market Activity Summary
Month to Date Fiscal Year to Date
(07/01/2024)
Beginning Book Value 20,106,713.49 16,999,954.62
Maturities/Calls (1,000,000.00) (5,000,000.00)
Principal Paydowns 0.00 0.00
Purchases 6,402,103.98 24,150,120.68
Sales (5,958,415.97) (16,038,811.72)
Change in Cash, Payables, Receivables 565,862.60 11,361.03 Amortization/Accretion (699.26) (4,489.77)
Realized Gain (Loss) (12,560.00) (15,130.00)
Ending Book Value 20,103,004.84 20,103,004.84
Month to Date Fiscal Year to Date
(07/01/2024)
Beginning Market Value 19,913,638.70 16,694,837.18
Maturities/Calls (1,000,000.00) (5,000,000.00)
Principal Paydowns 0.00 0.00
Purchases 6,402,103.98 24,150,120.68
Sales (5,958,415.97) (16,038,811.72)
Change in Cash, Payables, Receivables 565,862.60 11,361.03 Amortization/Accretion (699.26) (4,489.77)
Change in Net Unrealized Gain (Loss) 55,749.11 167,791.75 Realized Gain (Loss) (12,560.00) (15,130.00)
Ending Market Value 19,965,679.15 19,965,679.15
Maturities / Calls
Month to Date (1,000,000.00)
Fiscal Year to Date (5,000,000.00)
Principal Paydowns
Month to Date 0.00
Fiscal Year to Date 0.00
Purchases
Month to Date 6,402,103.98
Fiscal Year to Date 24,150,120.68
Sales
Month to Date (5,958,415.97)
Fiscal Year to Date (16,038,811.72)
Interest Received
Month to Date 12,159.50
Fiscal Year to Date 256,357.00
Purchased / Sold Interest
Month to Date (11,600.43)
Fiscal Year to Date (68,598.04)

4.b
Packet Pg. 25
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 4
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
ABS
891940AC2 TAOT 2023-A A3 4.63
09/15/2027 150,000.00 11/14/2024

4.63%
150,058.59
150,057.25

99.99 4.69%
149,985.93
308.67

0.75%
(71.32)
NA/AAA
AAA

2.79 0.73
096919AD7 BMWOT 2024-A A3 5.18
02/26/2029 200,000.00 11/20/2024

5.24%
202,179.69
202,161.82
101.30

4.44%
202,601.38
172.67

1.01%
439.56
Aaa/AAA
NA

4.24 1.62
89239TAD4 TAOT 2024-D A3 4.4 06/15/2029 60,000.00 10/10/2024

4.44%
59,996.65
59,996.74

99.96 4.46%
59,974.05
117.33

0.30%
(22.69)
Aaa/AAA
NA

4.54 2.20
34535VAD6 FORDO 2024-D 4.61 08/15/2029 120,000.00 11/19/2024

4.66%
119,996.15
119,996.17
100.33

4.51%
120,390.62
138.30

0.60%
394.45
Aaa/NA
AAA

4.71 2.21
38014AAD3 GMCAR 2024-4 A3 4.4
08/16/2029 60,000.00 10/08/2024

4.32%
59,988.44
59,988.74

99.82 4.52%
59,892.01
110.00

0.30%
(96.74)
Aaa/AAA
NA

4.71 2.16
92970QAE5 WFCIT 2024-2 A 4.29
10/15/2029 110,000.00 10/17/2024

4.33%
109,983.65
109,983.99

99.60 4.48%
109,564.03
209.73

0.55%
(419.97)
Aaa/AAA
NA

4.87 2.64
Total ABS 700,000.00 4.72%
702,203.17
702,184.71
100.35

4.52%
702,408.02
1,056.70

3.52%
223.30
Aaa/AAA
AAA

4.18 1.79
AGENCY
3130AQY49 FEDERAL HOME LOAN BANKS 2.0
02/27/2025 1,000,000.00 02/28/2022

2.00%
1,000,000.00
1,000,000.00

99.37 4.69%
993,655.38
5,222.22

4.98%
(6,344.62)
Aaa/AA+
AA+

0.24 0.23
3130ANUR9 FEDERAL HOME LOAN BANKS

0.65 03/21/2025 1,000,000.00 09/21/2021

0.65%
1,000,000.00
1,000,000.00

98.84 4.54%
988,368.65
1,263.89

4.95%
(11,631.35)
Aaa/AA+
AA+

0.30 0.30
3133ENZG8

FEDERAL FARM CREDIT
BANKS FUNDING CORP 3.375
06/20/2025
1,000,000.00 06/23/2022

3.38%
999,860.00
999,974.23

99.43 4.44%
994,250.05
15,093.75

4.98%
(5,724.18)
Aaa/AA+
AA+

0.55 0.53
3130ASLD9 FEDERAL HOME LOAN BANKS

3.65 07/21/2025 1,000,000.00 07/21/2022

3.65%
1,000,000.00
1,000,000.00

99.55 4.38%
995,450.47
13,180.56

4.99%
(4,549.53)
Aaa/AA+
AA+

0.64 0.61
3130APFH3 FEDERAL HOME LOAN BANKS

0.81 07/29/2025 1,000,000.00 10/29/2021

0.81%
1,000,000.00
1,000,000.00

97.62 4.51%
976,227.35
2,745.00

4.89%
(23,772.65)
Aaa/AA+
AA+

0.66 0.64
3130ANVB3 FEDERAL HOME LOAN BANKS 0.8
09/17/2025 1,000,000.00 09/17/2021

0.80%
1,000,000.00
1,000,000.00

97.12 4.54%
971,199.00
1,644.44

4.86%
(28,801.00)
Aaa/AA+
AA+

0.80 0.77
3133ENZC7 FEDERAL FARM CREDIT BANKS
FUNDING CORP 4.12 06/22/2026 1,000,000.00 06/22/2022

4.12%
1,000,000.00
1,000,000.00

99.43 4.50%
994,270.65
18,196.67

4.98%
(5,729.35)
Aaa/AA+
AA+

1.56 1.46
3133ENZY9 FEDERAL FARM CREDIT BANKS
FUNDING CORP 3.96 07/12/2027 1,000,000.00 07/12/2022

3.96%
1,000,000.00
1,000,000.00

99.24 4.27%
992,426.13
15,290.00

4.97%
(7,573.87)
Aaa/AA+
AA+

2.61 2.42
Total Agency 8,000,000.00 2.43%
7,999,860.00
7,999,974.23

98.83 4.48%
7,905,847.68
72,636.53

39.60%
(94,126.55)
Aaa/AA+
AA+

0.92 0.87

4.b
Packet Pg. 26
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 5
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration

AGENCY CMBS
3137BSRE5 FHMS K-059 A2 3.12 09/25/2026 250,000.00 11/21/2024

4.55%
243,691.41
243,740.39

97.61 4.48%
244,018.45
650.00

1.22%
278.06
Aaa/AAA
AAA

1.82 1.64
3137FJEH8 FHMS K-081 A2 3.9 08/25/2028 250,000.00 11/21/2024

4.53%
244,335.94
244,357.01

98.07 4.43%
245,174.63
812.50

1.23%
817.61
Aaa/AA+
AAA

3.74 3.38
3137FKSH0 FHMS K-086 A2 3.859
11/25/2028 150,000.00 09/18/2024

3.82%
150,005.86
150,005.59

97.84 4.43%
146,763.44
482.38

0.74%
(3,242.16)
Aaa/AA+
AA+

3.99 3.58
3137FLN91 FHMS K-091 A2 3.505
03/25/2029 300,000.00 11/14/2024

4.62%
287,074.22
287,173.46

96.37 4.43%
289,120.92
876.25

1.45%
1,947.46
Aaa/AAA
AA+

4.31 3.82
3137FMCR1 FHMS K-093 A2 2.982
05/25/2029 150,000.00 10/16/2024

4.15%
142,921.88
143,097.44

94.25 4.44%
141,381.59
372.75

0.71%
(1,715.86)
Aaa/AA+
AAA

4.48 3.95
3137FPHK4 FHMS K-098 A2 2.425
08/25/2029 300,000.00 10/17/2024

4.26%
276,445.31
276,985.56

91.56 4.45%
274,674.54
606.25

1.38%
(2,311.02)
Aaa/AA+
AAA

4.73 4.28
Total Agency
CMBS 1,400,000.00 4.38%
1,344,474.62
1,345,359.45

95.86 4.44%
1,341,133.56
3,800.13

6.72%
(4,225.89)
Aaa/AA+
AAA

3.82 3.43
CASH
CCYUSD Receivable 11,361.03 --

0.00%
11,361.03
11,361.03

1.00 0.00%
11,361.03

0.00 0.06%

0.00 Aaa/AAA
AAA

0.00 0.00
Total Cash 11,361.03 0.00%
11,361.03
11,361.03

1.00 0.00%
11,361.03

0.00 0.06%

0.00 Aaa/AAA
AAA

0.00 0.00

CORPORATE
91324PEY4 UNITEDHEALTH GROUP INC 4.6
04/15/2027 240,000.00 09/18/2024

3.83%
244,346.40
243,996.58
100.45

4.40%
241,069.84
1,410.67

1.21%
(2,926.74)
A2/A+
A

2.37 2.14
437076DB5 HOME DEPOT INC 4.875
06/25/2027 225,000.00 08/12/2024

4.25%
228,663.00
228,266.02
101.22

4.36%
227,749.49
4,753.13

1.14%
(516.53)
A2/A
A

2.57 2.27
02665WFK2 AMERICAN HONDA FINANCE
CORP 4.9 07/09/2027 200,000.00 09/18/2024

4.03%
204,578.00
204,251.32
100.87

4.54%
201,746.20
3,838.33

1.01%
(2,505.12)
A3/A-
NA

2.61 2.38
78017FZQ9 ROYAL BANK OF CANADA 4.51
10/18/2027 250,000.00 11/05/2024

4.66%
249,005.00
249,028.12

99.66 3.76%
249,142.95
1,346.74

1.25%
114.83
A1/A
AA-

2.88 1.77
857477CP6 STATE STREET CORP 4.33
10/22/2027 250,000.00 11/07/2024

4.54%
248,537.50
248,568.70

99.61 4.47%
249,027.36
1,172.71

1.25%
458.65
Aa3/A
AA-

2.89 2.67
06406RBG1 BANK OF NEW YORK MELLON
CORP 3.992 06/13/2028 225,000.00 09/05/2024

4.31%
223,128.00
223,287.40

98.41 4.96%
221,413.50
4,191.60

1.11%
(1,873.90)
Aa3/A
AA-

3.54 2.33

4.b
Packet Pg. 27
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 6
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
46647PDG8 JPMORGAN CHASE & CO 4.851
07/25/2028 150,000.00 08/12/2024

4.62%
150,933.00
150,837.62
100.18

5.24%
150,269.94
2,546.78

0.75%
(567.68)
A1/A
AA-

3.65 2.42
91159HJK7 US BANCORP 4.653 02/01/2029 200,000.00 09/05/2024

4.47%
201,116.00
201,038.79

99.61 5.02%
199,213.20
3,102.00

1.00%
(1,825.59)
A3/A
A

4.17 2.86
06051GLG2 BANK OF AMERICA CORP 5.202
04/25/2029 150,000.00 08/12/2024

4.69%
152,550.00
152,342.38
101.20

5.11%
151,804.13
780.30

0.76%
(538.24)
A1/A-
AA-

4.40 3.07
24422EXT1 JOHN DEERE CAPITAL CORP 4.85
06/11/2029 225,000.00 08/12/2024

4.40%
229,338.00
229,067.34
101.52

4.47%
228,424.38
5,153.13

1.14%
(642.95)
A1/A
A+

4.53 3.94
89236TMK8 TOYOTA MOTOR CREDIT CORP

4.55 08/09/2029 225,000.00 08/12/2024

4.49%
225,567.00
225,532.77

99.93 4.57%
224,845.21
3,185.00

1.13%
(687.56)
A1/A+
A+

4.69 4.12
532457CQ9 ELI LILLY AND CO 4.2 08/14/2029 235,000.00 08/12/2024

4.22%
234,769.70
234,783.45

99.11 4.41%
232,917.51
2,933.58

1.17%
(1,865.94)
A1/A+
NA

4.70 4.17
14913UAU4 CATERPILLAR FINANCIAL
SERVICES CORP 4.7 11/15/2029 250,000.00 11/12/2024

4.74%
249,592.50
249,596.07
100.76

4.53%
251,900.24
522.22

1.26%
2,304.16
A2/A
A+

4.96 4.37
Total Corporate 2,825,000.00 4.40%
2,842,124.10
2,840,596.55
100.17

4.56%
2,829,523.92
34,936.17

14.17%
(11,072.63)
A1/A
A+

3.67 2.98

MONEY MARKET
FUND
X9USDDGCM DREYFUS GVT CM INST 125,447.09 --

4.51%
125,447.09
125,447.09

1.00 4.53%
125,447.09

0.00 0.63%

0.00 Aaa/
AAAm
NA

0.00 0.00
Total Money
Market Fund 125,447.09 4.51%
125,447.09
125,447.09

1.00 4.53%
125,447.09

0.00 0.63%

0.00 Aaa/
AAAm
NA

0.00 0.00

MUNICIPAL
BONDS
13063EGT7 CALIFORNIA ST 4.5 08/01/2029 205,000.00 10/30/2024

4.37%
206,080.35
206,064.11
100.81

4.30%
206,666.65
666.25

1.04%
602.54
Aa2/AA-
AA

4.67 4.11
Total Municipal
Bonds 205,000.00 4.37%
206,080.35
206,064.11
100.81

4.30%
206,666.65
666.25

1.04%
602.54
Aa2/AA-
AA

4.67 4.11

US TREASURY
91282CFK2 UNITED STATES TREASURY 3.5
09/15/2025 375,000.00 08/08/2024

4.43%
371,264.65
372,323.93

99.32 4.39%
372,442.38
2,791.78

1.87%
118.46
Aaa/AA+
AA+

0.79 0.76

4.b
Packet Pg. 28
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 7
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
91282CJL6 UNITED STATES TREASURY 4.875
11/30/2025 350,000.00 08/20/2024

4.30%
352,447.27
351,911.60
100.49

4.37%
351,706.25

46.88 1.76%
(205.35)
Aaa/AA+
AA+

1.00 0.96
91282CGR6 UNITED STATES TREASURY 4.625
03/15/2026 350,000.00 08/20/2024

4.14%
352,542.97
352,088.71
100.39

4.30%
351,380.86
3,443.20

1.76%
(707.85)
Aaa/AA+
AA+

1.29 1.22
91282CHH7 UNITED STATES TREASURY 4.125
06/15/2026 375,000.00 08/08/2024

4.10%
375,175.78
375,146.09

99.80 4.26%
374,267.58
7,142.67

1.87%
(878.51)
Aaa/AA+
AA+

1.54 1.44
91282CJC6 UNITED STATES TREASURY 4.625
10/15/2026 375,000.00 08/30/2024

3.90%
380,507.81
379,847.72
100.74

4.21%
377,768.55
2,239.44

1.89%
(2,079.17)
Aaa/AA+
AA+

1.87 1.76
91282CKE0 UNITED STATES TREASURY 4.25
03/15/2027 350,000.00 08/20/2024

3.86%
353,322.27
352,960.23
100.19

4.16%
350,669.92
3,164.02

1.76%
(2,290.31)
Aaa/AA+
AA+

2.29 2.14
91282CKZ3 UNITED STATES TREASURY 4.375
07/15/2027 375,000.00 08/08/2024

3.91%
379,804.69
379,292.79
100.60

4.13%
377,255.86
6,196.93

1.89%
(2,036.93)
Aaa/AA+
AA+

2.62 2.41
91282CFM8 UNITED STATES TREASURY 4.125
09/30/2027 350,000.00 10/31/2024

4.17%
349,521.48
349,534.98
100.01

4.12%
350,041.02
2,459.13

1.75%
506.03
Aaa/AA+
AA+

2.83 2.63
91282CGP0 UNITED STATES TREASURY 4.0
02/29/2028 375,000.00 08/08/2024

3.87%
376,552.73
376,416.46

99.62 4.13%
373,564.46
3,812.15

1.87%
(2,852.01)
Aaa/AA+
AA+

3.25 2.98
91282CHK0 UNITED STATES TREASURY 4.0
06/30/2028 350,000.00 08/20/2024

3.76%
353,007.81
352,790.07

99.61 4.12%
348,646.48
5,858.70

1.75%
(4,143.59)
Aaa/AA+
AA+

3.58 3.25
91282CJF9 UNITED STATES TREASURY 4.875
10/31/2028 375,000.00 08/08/2024

3.85%
389,765.63
388,675.42
102.70

4.12%
385,107.42
1,565.52

1.93%
(3,568.00)
Aaa/AA+
AA+

3.92 3.53
91282CKD2 UNITED STATES TREASURY 4.25
02/28/2029 375,000.00 11/26/2024

4.21%
375,585.94
375,584.43
100.52

4.11%
376,962.89
4,050.41

1.89%
1,378.46
Aaa/AA+
AA+

4.25 3.81
91282CKG5 UNITED STATES TREASURY 4.125
03/31/2029 350,000.00 11/18/2024

4.31%
347,498.05
347,516.90
100.04

4.11%
350,136.72
2,459.13

1.75%
2,619.82
Aaa/AA+
AA+

4.33 3.90
91282CKP5 UNITED STATES TREASURY 4.625
04/30/2029 375,000.00 08/08/2024

3.84%
387,583.01
386,751.44
102.07

4.11%
382,749.02
1,485.24

1.92%
(4,002.41)
Aaa/AA+
AA+

4.41 3.95
91282CEV9 UNITED STATES TREASURY 3.25
06/30/2029 350,000.00 11/18/2024

4.31%
334,591.80
334,701.60

96.45 4.11%
337,572.27
4,760.19

1.69%
2,870.67
Aaa/AA+
AA+

4.58 4.14
91282CLC3 UNITED STATES TREASURY 4.0
07/31/2029 350,000.00 08/20/2024

4.30%
354,634.77
354,372.86

99.58 4.10%
348,523.44
4,679.35

1.75%
(5,849.42)
Aaa/AA+
AA+

4.67 4.16
91282CLK5 UNITED STATES TREASURY 3.625
08/31/2029 350,000.00 09/17/2024

3.45%
352,693.36
352,583.12

98.01 4.09%
343,027.34
3,224.45

1.72%
(9,555.78)
Aaa/AA+
AA+

4.75 4.27
91282CLN9 UNITED STATES TREASURY 3.5
09/30/2029 350,000.00 10/25/2024

4.02%
341,933.59
342,086.13

97.41 4.09%
340,949.22
2,086.54

1.71%
(1,136.91)
Aaa/AA+
AA+

4.83 4.36
91282CLR0 UNITED STATES TREASURY 4.125
10/31/2029 350,000.00 11/18/2024

4.29%
347,416.02
347,433.18
100.15

4.09%
350,519.53
1,236.36

1.76%
3,086.35
Aaa/AA+
AA+

4.92 4.39

4.b
Packet Pg. 29
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 8
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
Total US Treasury 6,850,000.00 4.05%
6,875,849.63
6,872,017.66

99.92 4.16%
6,843,291.21
62,702.09

34.28%
(28,726.45)
Aaa/AA+
AA+

3.23 2.94
Total Portfolio 20,116,808.12 3.51%
20,107,399.99
20,103,004.84

98.60 4.38%
19,965,679.15
175,797.87
100.00%
(137,325.69)
Aa1/AA
AA

2.44 2.11
Total Market
Value + Accrued 20,141,477.02

4.b
Packet Pg. 30
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 9
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

TRANSACTION LEDGER
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest Pur/
Sold Total Amount Gain/Loss

ACQUISITIONS
Purchase 11/01/2024 91282CFM8 0.00 UNITED STATES TREASURY

4.125 09/30/2027 99.863 4.17% 0.00 0.00 (350,790.71) 0.00 Purchase 11/04/2024 X9USDDGCM 2,369.52 DREYFUS GVT CM INST 1.000 4.75% (2,369.52) 0.00 (2,369.52) 0.00 Purchase 11/05/2024 13063EGT7 0.00 CALIFORNIA ST 4.5
08/01/2029 100.527 4.38% 0.00 0.00 (206,080.35) 0.00
Purchase 11/06/2024 78017FZQ9 250,000.00 ROYAL BANK OF CANADA

4.51 10/18/2027 99.602 4.66% (249,005.00) (563.75) (249,568.75) 0.00 Purchase 11/08/2024 857477CP6 250,000.00 STATE STREET CORP 4.33 10/22/2027 99.415 4.54% (248,537.50) (481.11) (249,018.61) 0.00 Purchase 11/14/2024 X9USDDGCM 1,990,381.67 DREYFUS GVT CM INST 1.000 4.54% (1,990,381.67) 0.00 (1,990,381.67) 0.00 Purchase 11/15/2024 X9USDDGCM 480.61 DREYFUS GVT CM INST 1.000 4.53% (480.61) 0.00 (480.61) 0.00 Purchase 11/15/2024 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 100.039 4.63% (150,058.59) 0.00 (150,058.59) 0.00 Purchase 11/15/2024 14913UAU4 250,000.00

CATERPILLAR FINANCIAL
SERVICES CORP 4.7
11/15/2029

99.837 4.74% (249,592.50) 0.00 (249,592.50) 0.00
Purchase 11/18/2024 X9USDDGCM 1,000,000.00 DREYFUS GVT CM INST 1.000 4.53% (1,000,000.00) 0.00 (1,000,000.00) 0.00 Purchase 11/18/2024 X9USDDGCM 6,984.67 DREYFUS GVT CM INST 1.000 4.53% (6,984.67) 0.00 (6,984.67) 0.00 Purchase 11/19/2024 91282CLR0 350,000.00 UNITED STATES TREASURY

4.125 10/31/2029 99.262 4.29% (347,416.02) (757.77) (348,173.79) 0.00 Purchase 11/19/2024 91282CKG5 350,000.00 UNITED STATES TREASURY

4.125 03/31/2029 99.285 4.31% (347,498.05) (1,983.17) (349,481.22) 0.00 Purchase 11/19/2024 91282CEV9 350,000.00 UNITED STATES TREASURY

3.25 06/30/2029 95.598 4.31% (334,591.80) (4,389.27) (338,981.07) 0.00 Purchase 11/19/2024 3137FLN91 300,000.00 FHMS K-091 A2 3.505 03/25/2029 95.691 4.62% (287,074.22) (525.75) (287,599.97) 0.00 Purchase 11/21/2024 096919AD7 200,000.00 BMWOT 2024-A A3 5.18 02/26/2029 101.090 4.69% (202,179.69) (748.22) (202,927.91) 0.00 Purchase 11/22/2024 34535VAD6 120,000.00 FORDO 2024-D 4.61 08/15/2029 99.997 4.66% (119,996.15) 0.00 (119,996.15) 0.00 Purchase 11/25/2024 X9USDDGCM 2,324.70 DREYFUS GVT CM INST 1.000 4.53% (2,324.70) 0.00 (2,324.70) 0.00 Purchase 11/26/2024 3137FJEH8 250,000.00 FHMS K-081 A2 3.9 08/25/2028 97.734 4.53% (244,335.94) (677.08) (245,013.02) 0.00

4.b
Packet Pg. 31
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 10
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

TRANSACTION LEDGER
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest Pur/
Sold Total Amount Gain/Loss
Purchase 11/26/2024 3137BSRE5 250,000.00 FHMS K-059 A2 3.12 09/25/2026 97.477 4.55% (243,691.41) (541.67) (244,233.08) 0.00 Purchase 11/27/2024 91282CKD2 375,000.00 UNITED STATES TREASURY

4.25 02/28/2029 100.156 4.21% (375,585.94) (3,874.31) (379,460.25) 0.00 Total Purchase 6,447,541.17 (6,402,103.98) (14,542.10) (6,973,517.14) 0.00 TOTAL
ACQUISITIONS 6,447,541.17 (6,402,103.98) (14,542.10) (6,973,517.14) 0.00 OTHER
Maturity 11/18/2024 3130APPG4 (1,000,000.00) FEDERAL HOME LOAN BANKS 1.35 11/18/2024 100.000 1.34% 1,000,000.00 0.00 1,000,000.00 0.00 Total Maturity (1,000,000.00) 1,000,000.00 0.00 1,000,000.00 0.00 Sale 11/01/2024 X9USDDGCM (350,790.71) DREYFUS GVT CM INST 1.000 4.76% 350,790.71 0.00 350,790.71 0.00 Sale 11/05/2024 X9USDDGCM (206,080.35) DREYFUS GVT CM INST 1.000 4.71% 206,080.35 0.00 206,080.35 0.00 Sale 11/06/2024 X9USDDGCM (249,568.75) DREYFUS GVT CM INST 1.000 4.71% 249,568.75 0.00 249,568.75 0.00 Sale 11/08/2024 X9USDDGCM (35,992.99) DREYFUS GVT CM INST 1.000 4.71% 35,992.99 0.00 35,992.99 0.00 Sale 11/08/2024 X9USDDGCM (213,025.62) DREYFUS GVT CM INST 1.000 4.71% 213,025.62 0.00 213,025.62 0.00 Sale 11/14/2024 3130ALR97 (1,000,000.00) FEDERAL HOME LOAN BANKS 0.625 12/30/2024 99.484 0.63% 994,840.00 (763.89) 995,603.89 (5,160.00) Sale 11/14/2024 3130AN5H9 (1,000,000.00) FEDERAL HOME LOAN BANKS 0.7 01/22/2025 99.260 0.70% 992,600.00 (2,177.78) 994,777.78 (7,400.00) Sale 11/15/2024 X9USDDGCM (399,651.09) DREYFUS GVT CM INST 1.000 4.53% 399,651.09 0.00 399,651.09 0.00 Sale 11/19/2024 X9USDDGCM (1,324,236.05) DREYFUS GVT CM INST 1.000 4.53% 1,324,236.05 0.00 1,324,236.05 0.00 Sale 11/21/2024 X9USDDGCM (202,927.91) DREYFUS GVT CM INST 1.000 4.53% 202,927.91 0.00 202,927.91 0.00 Sale 11/22/2024 X9USDDGCM (119,996.15) DREYFUS GVT CM INST 1.000 4.52% 119,996.15 0.00 119,996.15 0.00 Sale 11/26/2024 X9USDDGCM (489,246.10) DREYFUS GVT CM INST 1.000 4.53% 489,246.10 0.00 489,246.10 0.00 Sale 11/27/2024 X9USDDGCM (379,460.25) DREYFUS GVT CM INST 1.000 4.53% 379,460.25 0.00 379,460.25 0.00 Total Sale (5,970,975.97) 5,958,415.97 (2,941.67) 5,961,357.64 (12,560.00)

TOTAL OTHER
TRANSACTIONS (6,970,975.97) 6,958,415.97 (2,941.67) 6,961,357.64 (12,560.00) OTHER

4.b
Packet Pg. 32
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 11
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

TRANSACTION LEDGER
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest Pur/
Sold Total Amount Gain/Loss
Coupon 11/01/2024 3137FKSH0 0.00 FHMS K-086 A2 3.859
11/25/2028 3.82% 482.37 0.00 482.37 0.00
Coupon 11/01/2024 3137FMCR1 0.00 FHMS K-093 A2 2.982
05/25/2029 4.15% 372.75 0.00 372.75 0.00
Coupon 11/01/2024 3137FPHK4 0.00 FHMS K-098 A2 2.425
08/25/2029 4.26% 606.25 0.00 606.25 0.00
Coupon 11/15/2024 92970QAE5 0.00 WFCIT 2024-2 A 4.29
10/15/2029 4.33% 275.28 0.00 275.28 0.00
Coupon 11/15/2024 89239TAD4 0.00 TAOT 2024-D A3 4.4
06/15/2029 4.51% 205.33 0.00 205.33 0.00
Coupon 11/16/2024 38014AAD3 0.00 GMCAR 2024-4 A3 4.4
08/16/2029 4.32% 234.67 0.00 234.67 0.00
Coupon 11/18/2024 3130APPG4 0.00 FEDERAL HOME LOAN
BANKS 1.35 11/18/2024 1.34% 6,750.00 0.00 6,750.00 0.00 Coupon 11/25/2024 096919AD7 0.00 BMWOT 2024-A A3 5.18
02/26/2029 4.69% 863.33 0.00 863.33 0.00
Total Coupon 0.00 9,789.98 0.00 9,789.98 0.00
Dividend 10/31/2024 X9USDDGCM 0.00 DREYFUS GVT CM INST 4.76% 2,369.52 0.00 2,369.52 0.00 Total Dividend 0.00 2,369.52 0.00 2,369.52 0.00

TOTAL OTHER
TRANSACTIONS 0.00 12,159.50 0.00 12,159.50 0.00

4.b
Packet Pg. 33
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 12
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

INCOME EARNED
Cusip Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income

CASH & EQUIVALENTS
CCYUSD Payable

0.00 (556,871.06)

0.00 0.00

0.00 0.00
CCYUSD Receivable
11,361.03
2,369.49

0.00 0.00
11,361.03

0.00 0.00

0.00 X9USDDGCM DREYFUS GVT CM INST
125,447.09
1,093,881.89
3,002,541.17
(3,970,975.97)
125,447.09

0.00 2,369.52

0.00 0.00

0.00 2,369.52
2,369.52
Total Cash & Equivalents 136,808.12
539,380.32
3,002,541.17
(3,970,975.97)
136,808.12

0.00 2,369.52

0.00 0.00

0.00 2,369.52 2,369.52

FIXED INCOME
02665WFK2 AMERICAN HONDA FINANCE
CORP 4.9 07/09/2027
09/18/2024
09/19/2024
200,000.00
204,385.57

0.00 0.00
204,251.32
3,021.67

0.00 3,838.33
816.67

0.00 (134.25)
(134.25)
682.41
682.41
06051GLG2 BANK OF AMERICA CORP

5.202 04/25/2029
08/12/2024
08/13/2024
150,000.00
152,399.00

0.00 0.00
152,342.38
130.05

0.00 780.30
650.25

0.00 (56.62)
(56.62)
593.63
593.63
06406RBG1 BANK OF NEW YORK MELLON
CORP 3.992 06/13/2028
09/05/2024
09/06/2024
225,000.00
223,231.79

0.00 0.00
223,287.40
3,443.10

0.00 4,191.60
748.50

55.60 0.00

55.60 804.10
804.10
096919AD7 BMWOT 2024-A A3 5.18
02/26/2029
11/20/2024
11/21/2024
200,000.00

0.00 202,179.69

0.00 202,161.82

0.00 115.11
172.67
287.78

0.00 (17.87)
(17.87)
269.91
269.91

4.b
Packet Pg. 34
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 13
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

0.00 0.00
206,064.11

0.00 0.00
666.25
666.25

0.00 (16.24)
(16.24)
650.01
650.01
14913UAU4

CATERPILLAR FINANCIAL
SERVICES CORP 4.7
11/15/2029
11/12/2024
11/15/2024
250,000.00

0.00 249,592.50

0.00 249,596.07

0.00 0.00
522.22
522.22

3.57 0.00

3.57 525.79
525.79
24422EXT1 JOHN DEERE CAPITAL CORP

4.85 06/11/2029
08/12/2024
08/13/2024
225,000.00
229,141.15

0.00 0.00
229,067.34
4,243.75

0.00 5,153.13
909.38

0.00 (73.82)
(73.82)
835.56
835.56
3130ALR97 FEDERAL HOME LOAN BANKS

0.625 12/30/2024
03/30/2021
03/30/2021

0.00 1,000,000.00

0.00 (1,000,000.00)

0.00 538.19
763.89

0.00 225.70

0.00 0.00

0.00 225.70
225.70
3130AN5H9 FEDERAL HOME LOAN BANKS

0.7 01/22/2025
07/21/2021
07/21/2021

0.00 1,000,000.00

0.00 (1,000,000.00)

0.00 1,925.00
2,177.78

0.00 252.78

0.00 0.00

0.00 252.78
252.78
3130ANUR9 FEDERAL HOME LOAN BANKS

0.65 03/21/2025
09/21/2021
09/21/2021
1,000,000.00
1,000,000.00

0.00 0.00
1,000,000.00
722.22

0.00 1,263.89
541.67

0.00 0.00

0.00 541.67
541.67
3130ANVB3 FEDERAL HOME LOAN BANKS

0.8 09/17/2025
09/17/2021
09/17/2021
1,000,000.00
1,000,000.00

0.00 0.00
1,000,000.00
977.78

0.00 1,644.44
666.67

0.00 0.00

0.00 666.67
666.67
3130APFH3 FEDERAL HOME LOAN BANKS

0.81 07/29/2025
10/29/2021
10/29/2021
1,000,000.00
1,000,000.00

0.00 0.00
1,000,000.00
2,070.00

0.00 2,745.00
675.00

0.00 0.00

0.00 675.00
675.00
3130APPG4 FEDERAL HOME LOAN BANKS

1.35 11/18/2024
11/18/2021
11/18/2021

0.00 1,000,000.00

0.00 (1,000,000.00)

0.00 6,112.50
6,750.00

0.00 637.50

0.00 0.00

0.00 637.50
637.50

4.b
Packet Pg. 35
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 14
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

2.0 02/27/2025
02/28/2022
02/28/2022
1,000,000.00
1,000,000.00

0.00 0.00
1,000,000.00
3,555.56

0.00 5,222.22
1,666.67

0.00 0.00

0.00 1,666.67
1,666.67
3130ASLD9 FEDERAL HOME LOAN BANKS

3.65 07/21/2025
07/21/2022
07/21/2022
1,000,000.00
1,000,000.00

0.00 0.00
1,000,000.00
10,138.89

0.00 13,180.56
3,041.67

0.00 0.00

0.00 3,041.67
3,041.67
3133ENZC7

FEDERAL FARM CREDIT
BANKS FUNDING CORP 4.12
06/22/2026
06/22/2022
06/22/2022
1,000,000.00
1,000,000.00

0.00 0.00
1,000,000.00
14,763.33

0.00 18,196.67
3,433.33

0.00 0.00

0.00 3,433.33
3,433.33
3133ENZG8

FEDERAL FARM CREDIT
BANKS FUNDING CORP 3.375
06/20/2025
06/23/2022
06/23/2022
1,000,000.00
999,970.38

0.00 0.00
999,974.23
12,281.25

0.00 15,093.75
2,812.50

3.85 0.00

3.85 2,816.35
2,816.35
3133ENZY9

FEDERAL FARM CREDIT
BANKS FUNDING CORP 3.96
07/12/2027
07/12/2022
07/12/2022
1,000,000.00
1,000,000.00

0.00 0.00
1,000,000.00
11,990.00

0.00 15,290.00
3,300.00

0.00 0.00

0.00 3,300.00
3,300.00
3137BSRE5 FHMS K-059 A2 3.12
09/25/2026
11/21/2024
11/26/2024
250,000.00

0.00 243,691.41

0.00 243,740.39

0.00 (541.67)
650.00
108.33

48.98 0.00

48.98 157.31
157.31
3137FJEH8 FHMS K-081 A2 3.9
08/25/2028
11/21/2024
11/26/2024
250,000.00

0.00 244,335.94

0.00 244,357.01

0.00 (677.08)
812.50
135.42

21.07 0.00

21.07 156.49
156.49
3137FKSH0 FHMS K-086 A2 3.859
11/25/2028
09/18/2024
09/23/2024
150,000.00
150,005.71

0.00 0.00
150,005.59
482.38
482.37
482.38
482.37

0.00 (0.12)
(0.12)
482.25
482.25
3137FLN91 FHMS K-091 A2 3.505
03/25/2029
11/14/2024
11/19/2024
300,000.00

0.00 287,074.22

0.00 287,173.46

0.00 (525.75)
876.25
350.50

99.24 0.00

99.24 449.74
449.74

4.b
Packet Pg. 36
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 15
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

0.00 0.00
143,097.44
372.75
372.75
372.75
372.75
128.46

0.00 128.46
501.21
501.21
3137FPHK4 FHMS K-098 A2 2.425
08/25/2029
10/17/2024
10/22/2024
300,000.00
276,580.37

0.00 0.00
276,985.56
606.25
606.25
606.25
606.25
405.18

0.00 405.18
1,011.43
1,011.43
34535VAD6 FORDO 2024-D 4.61
08/15/2029
11/19/2024
11/22/2024
120,000.00

0.00 119,996.15

0.00 119,996.17

0.00 0.00
138.30
138.30

0.02 0.00

0.02 138.32
138.32
38014AAD3 GMCAR 2024-4 A3 4.4
08/16/2029
10/08/2024
10/16/2024
60,000.00
59,988.54

0.00 0.00
59,988.74
106.75
234.67
110.00
237.92

0.20 0.00

0.20 238.12
238.12
437076DB5 HOME DEPOT INC 4.875
06/25/2027
08/12/2024
08/13/2024
225,000.00
228,374.29

0.00 0.00
228,266.02
3,839.06

0.00 4,753.13
914.06

0.00 (108.27)
(108.27)
805.80
805.80
46647PDG8 JPMORGAN CHASE & CO

4.851 07/25/2028
08/12/2024
08/13/2024
150,000.00
150,863.63

0.00 0.00
150,837.62
1,940.40

0.00 2,546.78
606.38

0.00 (26.01)
(26.01)
580.36
580.36
532457CQ9 ELI LILLY AND CO 4.2
08/14/2029
08/12/2024
08/14/2024
235,000.00
234,779.66

0.00 0.00
234,783.45
2,111.08

0.00 2,933.58
822.50

3.78 0.00

3.78 826.28
826.28
78017FZQ9 ROYAL BANK OF CANADA

4.51 10/18/2027
11/05/2024
11/06/2024
250,000.00

0.00 249,005.00

0.00 249,028.12

0.00 (563.75)
1,346.74
782.99

23.12 0.00

23.12 806.10
806.10
857477CP6 STATE STREET CORP 4.33
10/22/2027
11/07/2024
11/08/2024
250,000.00

0.00 248,537.50

0.00 248,568.70

0.00 (481.11)
1,172.71
691.60

31.20 0.00

31.20 722.80
722.80

4.b
Packet Pg. 37
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 16
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

0.00 150,058.59

0.00 150,057.25

0.00 0.00
308.67
308.67

0.00 (1.34)
(1.34)
307.33
307.33
89236TMK8 TOYOTA MOTOR CREDIT
CORP 4.55 08/09/2029
08/12/2024
08/13/2024
225,000.00
225,542.10

0.00 0.00
225,532.77
2,331.88

0.00 3,185.00
853.13

0.00 (9.34)
(9.34)
843.79
843.79
89239TAD4 TAOT 2024-D A3 4.4
06/15/2029
10/10/2024
10/17/2024
60,000.00
59,996.68

0.00 0.00
59,996.74
102.67
205.33
117.33
220.00

0.06 0.00

0.06 220.06
220.06
91159HJK7 US BANCORP 4.653
02/01/2029
09/05/2024
09/06/2024
200,000.00
201,065.72

0.00 0.00
201,038.79
2,326.50

0.00 3,102.00
775.50

0.00 (26.93)
(26.93)
748.57
748.57
91282CEV9 UNITED STATES TREASURY

3.25 06/30/2029
11/18/2024
11/19/2024
350,000.00

0.00 334,591.80

0.00 334,701.60

0.00 (4,389.27)
4,760.19
370.92
109.80

0.00 109.80
480.72
480.72
91282CFK2 UNITED STATES TREASURY 3.5
09/15/2025
08/08/2024
08/09/2024
375,000.00
372,045.17

0.00 0.00
372,323.93
1,704.07

0.00 2,791.78
1,087.71
278.76

0.00 278.76
1,366.46
1,366.46
91282CFM8 UNITED STATES TREASURY

4.125 09/30/2027
10/31/2024
11/01/2024
350,000.00
349,521.48

0.00 0.00
349,534.98
1,269.23

0.00 2,459.13
1,189.90

13.50 0.00

13.50 1,203.41
1,203.41
91282CGP0 UNITED STATES TREASURY 4.0
02/29/2028
08/08/2024
08/09/2024
375,000.00
376,452.32

0.00 0.00
376,416.46
2,569.06

0.00 3,812.15
1,243.09

0.00 (35.86)
(35.86)
1,207.23
1,207.23
91282CGR6 UNITED STATES TREASURY

4.625 03/15/2026
08/20/2024
08/21/2024
350,000.00
352,222.32

0.00 0.00
352,088.71
2,101.69

0.00 3,443.20
1,341.51

0.00 (133.61)
(133.61)
1,207.90
1,207.90

4.b
Packet Pg. 38
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 17
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

4.125 06/15/2026
08/08/2024
08/09/2024
375,000.00
375,153.91

0.00 0.00
375,146.09
5,874.74

0.00 7,142.67
1,267.93

0.00 (7.81)
(7.81)
1,260.12
1,260.12
91282CHK0 UNITED STATES TREASURY 4.0
06/30/2028
08/20/2024
08/21/2024
350,000.00
352,854.11

0.00 0.00
352,790.07
4,717.39

0.00 5,858.70
1,141.30

0.00 (64.04)
(64.04)
1,077.26
1,077.26
91282CJC6 UNITED STATES TREASURY

4.625 10/15/2026
08/30/2024
08/30/2024
375,000.00
380,060.66

0.00 0.00
379,847.72
810.01

0.00 2,239.44
1,429.43

0.00 (212.93)
(212.93)
1,216.50
1,216.50
91282CJF9 UNITED STATES TREASURY

4.875 10/31/2028
08/08/2024
08/09/2024
375,000.00
388,962.32

0.00 0.00
388,675.42

50.50 0.00
1,565.52
1,515.02

0.00 (286.90)
(286.90)
1,228.12
1,228.12
91282CJL6 UNITED STATES TREASURY

4.875 11/30/2025
08/20/2024
08/21/2024
350,000.00
352,069.15

0.00 0.00
351,911.60
7,179.30

0.00 46.88
(7,132.43)

0.00 (157.55)
(157.55)
(7,289.98)
(7,289.98)
91282CKD2 UNITED STATES TREASURY

4.25 02/28/2029
11/26/2024
11/27/2024
375,000.00

0.00 375,585.94

0.00 375,584.43

0.00 (3,874.31)
4,050.41
176.10

0.00 (1.51)
(1.51)
174.60
174.60
91282CKE0 UNITED STATES TREASURY

4.25 03/15/2027
08/20/2024
08/21/2024
350,000.00
353,066.71

0.00 0.00
352,960.23
1,931.28

0.00 3,164.02
1,232.73

0.00 (106.48)
(106.48)
1,126.25
1,126.25
91282CKG5 UNITED STATES TREASURY

4.125 03/31/2029
11/18/2024
11/19/2024
350,000.00

0.00 347,498.05

0.00 347,516.90

0.00 (1,983.17)
2,459.13
475.96

18.85 0.00

18.85 494.81
494.81
91282CKP5 UNITED STATES TREASURY

4.625 04/30/2029
08/08/2024
08/09/2024
375,000.00
386,970.27

0.00 0.00
386,751.44

47.91 0.00
1,485.24
1,437.33

0.00 (218.83)
(218.83)
1,218.49
1,218.49

4.b
Packet Pg. 39
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 18
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

4.375 07/15/2027
08/08/2024
08/09/2024
375,000.00
379,427.50

0.00 0.00
379,292.79
4,859.46

0.00 6,196.93
1,337.47

0.00 (134.71)
(134.71)
1,202.76
1,202.76
91282CLC3 UNITED STATES TREASURY 4.0
07/31/2029
08/20/2024
08/21/2024
350,000.00
354,449.89

0.00 0.00
354,372.86
3,538.04

0.00 4,679.35
1,141.30

0.00 (77.03)
(77.03)
1,064.27
1,064.27
91282CLK5 UNITED STATES TREASURY

3.625 08/31/2029
09/17/2024
09/18/2024
350,000.00
352,627.81

0.00 0.00
352,583.12
2,173.00

0.00 3,224.45
1,051.45

0.00 (44.69)
(44.69)
1,006.76
1,006.76
91282CLN9 UNITED STATES TREASURY 3.5
09/30/2029
10/25/2024
10/28/2024
350,000.00
341,951.54

0.00 0.00
342,086.13
1,076.92

0.00 2,086.54
1,009.62
134.59

0.00 134.59
1,144.21
1,144.21
91282CLR0 UNITED STATES TREASURY

4.125 10/31/2029
11/18/2024
11/19/2024
350,000.00

0.00 347,416.02

0.00 347,433.18

0.00 (757.77)
1,236.36
478.59

17.16 0.00

17.16 495.75
495.75
91324PEY4 UNITEDHEALTH GROUP INC

4.6 04/15/2027
09/18/2024
09/19/2024
240,000.00
244,140.34

0.00 0.00
243,996.58
490.67

0.00 1,410.67
920.00

0.00 (143.76)
(143.76)
776.24
776.24
92970QAE5 WFCIT 2024-2 A 4.29
10/15/2029
10/17/2024
10/24/2024
110,000.00
109,983.72

0.00 0.00
109,983.99

91.76 275.28
209.73
393.26

0.27 0.00

0.27 393.52
393.52
Total Fixed Income 19,980,000.00
19,567,333.17
3,399,562.81
(3,000,000.00)
19,966,196.72
130,618.05
(1,810.45)
175,797.87
43,369.37
1,397.26
(2,096.52)
(699.26)
42,670.10 42,670.10
TOTAL PORTFOLIO 20,116,808.12
20,106,713.49
6,402,103.98
(6,970,975.97)
20,103,004.84
130,618.05
559.07
175,797.87
45,738.89
1,397.26
(2,096.52)
(699.26)
45,039.62 45,039.62

4.b
Packet Pg. 40
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 19
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

CASH FLOW REPORT
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount DECEMBER 2024
12/02/2024 Dividend 262006208 0.00 2,829.78 2,829.78
12/02/2024 Coupon 91282CJL6 0.00 UNITED STATES TREASURY 4.875 11/30/2025 8,531.25 8,531.25 12/11/2024 Coupon 24422EXT1 225,000.00 JOHN DEERE CAPITAL CORP 4.85 06/11/2029 5,456.25 5,456.25 12/13/2024 Coupon 06406RBG1 225,000.00 BANK OF NEW YORK MELLON CORP 3.992 06/13/2028 4,491.00 4,491.00
12/16/2024 Coupon 34535VAD6 120,000.00 FORDO 2024-D 4.61 08/15/2029 353.43 353.43 12/16/2024 Coupon 38014AAD3 60,000.00 GMCAR 2024-4 A3 4.4 08/16/2029 213.50 213.50 12/16/2024 Coupon 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 577.98 577.98 12/16/2024 Principal Paydown 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 8,228.30 8,228.30 12/16/2024 Coupon 89239TAD4 60,000.00 TAOT 2024-D A3 4.4 06/15/2029 223.50 223.50 12/16/2024 Coupon 91282CHH7 375,000.00 UNITED STATES TREASURY 4.125 06/15/2026 7,734.38 7,734.38 12/16/2024 Coupon 92970QAE5 110,000.00 WFCIT 2024-2 A 4.29 10/15/2029 393.25 393.25 12/20/2024 Coupon 3133ENZG8 1,000,000.00 FEDERAL FARM CREDIT BANKS FUNDING CORP

3.375 06/20/2025 16,875.00 16,875.00
12/23/2024 Coupon 3133ENZC7 1,000,000.00 FEDERAL FARM CREDIT BANKS FUNDING CORP

4.12 06/22/2026 20,600.00 20,600.00
12/25/2024 Coupon 096919AD7 200,000.00 BMWOT 2024-A A3 5.18 02/26/2029 863.33 863.33 12/26/2024 Coupon 3137BSRE5 250,000.00 FHMS K-059 A2 3.12 09/25/2026 650.00 650.00 12/26/2024 Coupon 3137FJEH8 250,000.00 FHMS K-081 A2 3.9 08/25/2028 812.50 812.50 12/26/2024 Coupon 3137FKSH0 150,000.00 FHMS K-086 A2 3.859 11/25/2028 482.38 482.38 12/26/2024 Coupon 3137FLN91 300,000.00 FHMS K-091 A2 3.505 03/25/2029 876.25 876.25 12/26/2024 Coupon 3137FMCR1 150,000.00 FHMS K-093 A2 2.982 05/25/2029 372.75 372.75 12/26/2024 Coupon 3137FPHK4 300,000.00 FHMS K-098 A2 2.425 08/25/2029 606.25 606.25 12/26/2024 Coupon 437076DB5 225,000.00 HOME DEPOT INC 4.875 06/25/2027 5,484.38 5,484.38 12/31/2024 Coupon 91282CEV9 350,000.00 UNITED STATES TREASURY 3.25 06/30/2029 5,687.50 5,687.50 12/31/2024 Coupon 91282CHK0 350,000.00 UNITED STATES TREASURY 4.0 06/30/2028 7,000.00 7,000.00 December 2024
Total 11,058.08 88,284.87 99,342.95
JANUARY 2025
01/09/2025 Coupon 02665WFK2 200,000.00 AMERICAN HONDA FINANCE CORP 4.9 07/09/2027 4,872.78 4,872.78

4.b
Packet Pg. 41
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 20
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

CASH FLOW REPORT
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 01/13/2025 Coupon 3133ENZY9 1,000,000.00 FEDERAL FARM CREDIT BANKS FUNDING CORP

3.96 07/12/2027 19,800.00 19,800.00
01/15/2025 Coupon 34535VAD6 120,000.00 FORDO 2024-D 4.61 08/15/2029 461.00 461.00 01/15/2025 Coupon 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 546.23 546.23 01/15/2025 Principal Paydown 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 8,849.94 8,849.94 01/15/2025 Coupon 89239TAD4 60,000.00 TAOT 2024-D A3 4.4 06/15/2029 223.50 223.50 01/15/2025 Coupon 91282CKZ3 375,000.00 UNITED STATES TREASURY 4.375 07/15/2027 8,203.13 8,203.13 01/15/2025 Coupon 92970QAE5 110,000.00 WFCIT 2024-2 A 4.29 10/15/2029 393.25 393.25 01/16/2025 Coupon 38014AAD3 60,000.00 GMCAR 2024-4 A3 4.4 08/16/2029 213.50 213.50 01/21/2025 Coupon 3130ASLD9 1,000,000.00 FEDERAL HOME LOAN BANKS 3.65 07/21/2025 18,250.00 18,250.00 01/27/2025 Coupon 096919AD7 200,000.00 BMWOT 2024-A A3 5.18 02/26/2029 863.33 863.33 01/27/2025 Coupon 3137BSRE5 250,000.00 FHMS K-059 A2 3.12 09/25/2026 650.00 650.00 01/27/2025 Coupon 3137FJEH8 250,000.00 FHMS K-081 A2 3.9 08/25/2028 812.50 812.50 01/27/2025 Coupon 3137FKSH0 150,000.00 FHMS K-086 A2 3.859 11/25/2028 482.38 482.38 01/27/2025 Coupon 3137FLN91 300,000.00 FHMS K-091 A2 3.505 03/25/2029 876.25 876.25 01/27/2025 Coupon 3137FMCR1 150,000.00 FHMS K-093 A2 2.982 05/25/2029 372.75 372.75 01/27/2025 Coupon 3137FPHK4 300,000.00 FHMS K-098 A2 2.425 08/25/2029 606.25 606.25 01/27/2025 Coupon 46647PDG8 150,000.00 JPMORGAN CHASE & CO 4.851 07/25/2028 3,638.25 3,638.25 01/29/2025 Coupon 3130APFH3 1,000,000.00 FEDERAL HOME LOAN BANKS 0.81 07/29/2025 4,050.00 4,050.00 01/31/2025 Coupon 91282CLC3 350,000.00 UNITED STATES TREASURY 4.0 07/31/2029 7,000.00 7,000.00 January 2025 Total 8,849.94 72,315.09 81,165.03
FEBRUARY 2025
02/03/2025 Coupon 13063EGT7 205,000.00 CALIFORNIA ST 4.5 08/01/2029 2,203.75 2,203.75 02/03/2025 Coupon 91159HJK7 200,000.00 US BANCORP 4.653 02/01/2029 4,653.00 4,653.00 02/10/2025 Coupon 89236TMK8 225,000.00 TOYOTA MOTOR CREDIT CORP 4.55 08/09/2029 5,118.75 5,118.75 02/14/2025 Coupon 532457CQ9 235,000.00 ELI LILLY AND CO 4.2 08/14/2029 4,935.00 4,935.00 02/17/2025 Coupon 34535VAD6 120,000.00 FORDO 2024-D 4.61 08/15/2029 461.00 461.00 02/17/2025 Coupon 38014AAD3 60,000.00 GMCAR 2024-4 A3 4.4 08/16/2029 213.50 213.50 02/17/2025 Coupon 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 512.09 512.09 02/17/2025 Principal Paydown 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 8,723.95 8,723.95 02/17/2025 Coupon 89239TAD4 60,000.00 TAOT 2024-D A3 4.4 06/15/2029 223.50 223.50 02/18/2025 Coupon 92970QAE5 110,000.00 WFCIT 2024-2 A 4.29 10/15/2029 393.25 393.25

4.b
Packet Pg. 42
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 21
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

CASH FLOW REPORT
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 02/25/2025 Coupon 096919AD7 200,000.00 BMWOT 2024-A A3 5.18 02/26/2029 863.33 863.33 02/25/2025 Coupon 3137BSRE5 250,000.00 FHMS K-059 A2 3.12 09/25/2026 650.00 650.00 02/25/2025 Coupon 3137FJEH8 250,000.00 FHMS K-081 A2 3.9 08/25/2028 812.50 812.50 02/25/2025 Coupon 3137FKSH0 150,000.00 FHMS K-086 A2 3.859 11/25/2028 482.38 482.38 02/25/2025 Coupon 3137FLN91 300,000.00 FHMS K-091 A2 3.505 03/25/2029 876.25 876.25 02/25/2025 Coupon 3137FMCR1 150,000.00 FHMS K-093 A2 2.982 05/25/2029 372.75 372.75 02/25/2025 Coupon 3137FPHK4 300,000.00 FHMS K-098 A2 2.425 08/25/2029 606.25 606.25 02/27/2025 Coupon 3130AQY49 1,000,000.00 FEDERAL HOME LOAN BANKS 2.0 02/27/2025 10,000.00 10,000.00 02/27/2025 Final Maturity 3130AQY49 1,000,000.00 FEDERAL HOME LOAN BANKS 2.0 02/27/2025 1,000,000.00 1,000,000.00 02/28/2025 Coupon 91282CGP0 375,000.00 UNITED STATES TREASURY 4.0 02/29/2028 7,500.00 7,500.00 02/28/2025 Coupon 91282CKD2 375,000.00 UNITED STATES TREASURY 4.25 02/28/2029 7,968.75 7,968.75 02/28/2025 Coupon 91282CLK5 350,000.00 UNITED STATES TREASURY 3.625 08/31/2029 6,343.75 6,343.75 February 2025
Total 1,008,723.95 55,189.80 1,063,913.75
MARCH 2025
03/17/2025 Coupon 3130ANVB3 1,000,000.00 FEDERAL HOME LOAN BANKS 0.8 09/17/2025 4,000.00 4,000.00 03/17/2025 Coupon 34535VAD6 120,000.00 FORDO 2024-D 4.61 08/15/2029 461.00 461.00 03/17/2025 Coupon 38014AAD3 60,000.00 GMCAR 2024-4 A3 4.4 08/16/2029 213.50 213.50 03/17/2025 Coupon 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 478.43 478.43 03/17/2025 Principal Paydown 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 8,456.79 8,456.79 03/17/2025 Coupon 89239TAD4 60,000.00 TAOT 2024-D A3 4.4 06/15/2029 223.50 223.50 03/17/2025 Coupon 91282CFK2 375,000.00 UNITED STATES TREASURY 3.5 09/15/2025 6,562.50 6,562.50 03/17/2025 Coupon 91282CGR6 350,000.00 UNITED STATES TREASURY 4.625 03/15/2026 8,093.75 8,093.75 03/17/2025 Coupon 91282CKE0 350,000.00 UNITED STATES TREASURY 4.25 03/15/2027 7,437.50 7,437.50 03/17/2025 Coupon 92970QAE5 110,000.00 WFCIT 2024-2 A 4.29 10/15/2029 393.25 393.25 03/21/2025 Coupon 3130ANUR9 1,000,000.00 FEDERAL HOME LOAN BANKS 0.65 03/21/2025 3,250.00 3,250.00 03/21/2025 Final Maturity 3130ANUR9 1,000,000.00 FEDERAL HOME LOAN BANKS 0.65 03/21/2025 1,000,000.00 1,000,000.00 03/25/2025 Coupon 096919AD7 200,000.00 BMWOT 2024-A A3 5.18 02/26/2029 863.33 863.33 03/25/2025 Coupon 3137BSRE5 250,000.00 FHMS K-059 A2 3.12 09/25/2026 650.00 650.00 03/25/2025 Coupon 3137FJEH8 250,000.00 FHMS K-081 A2 3.9 08/25/2028 812.50 812.50 03/25/2025 Coupon 3137FKSH0 150,000.00 FHMS K-086 A2 3.859 11/25/2028 482.38 482.38 03/25/2025 Coupon 3137FLN91 300,000.00 FHMS K-091 A2 3.505 03/25/2029 876.25 876.25

4.b
Packet Pg. 43
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 22
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

CASH FLOW REPORT
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 03/25/2025 Coupon 3137FMCR1 150,000.00 FHMS K-093 A2 2.982 05/25/2029 372.75 372.75 03/25/2025 Coupon 3137FPHK4 300,000.00 FHMS K-098 A2 2.425 08/25/2029 606.25 606.25 03/31/2025 Coupon 91282CFM8 350,000.00 UNITED STATES TREASURY 4.125 09/30/2027 7,218.75 7,218.75 03/31/2025 Coupon 91282CKG5 350,000.00 UNITED STATES TREASURY 4.125 03/31/2029 7,218.75 7,218.75 03/31/2025 Coupon 91282CLN9 350,000.00 UNITED STATES TREASURY 3.5 09/30/2029 6,125.00 6,125.00 March 2025 Total 1,008,456.79 56,339.39 1,064,796.17
APRIL 2025
04/15/2025 Coupon 34535VAD6 120,000.00 FORDO 2024-D 4.61 08/15/2029 461.00 461.00 04/15/2025 Coupon 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 445.80 445.80 04/15/2025 Principal Paydown 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 8,826.18 8,826.18 04/15/2025 Coupon 89239TAD4 60,000.00 TAOT 2024-D A3 4.4 06/15/2029 223.50 223.50 04/15/2025 Coupon 91282CJC6 375,000.00 UNITED STATES TREASURY 4.625 10/15/2026 8,671.88 8,671.88 04/15/2025 Coupon 91324PEY4 240,000.00 UNITEDHEALTH GROUP INC 4.6 04/15/2027 5,520.00 5,520.00 04/15/2025 Coupon 92970QAE5 110,000.00 WFCIT 2024-2 A 4.29 10/15/2029 393.25 393.25 04/16/2025 Coupon 38014AAD3 60,000.00 GMCAR 2024-4 A3 4.4 08/16/2029 213.50 213.50 04/18/2025 Coupon 78017FZQ9 250,000.00 ROYAL BANK OF CANADA 4.51 10/18/2027 5,637.50 5,637.50 04/22/2025 Coupon 857477CP6 250,000.00 STATE STREET CORP 4.33 10/22/2027 5,412.50 5,412.50 04/25/2025 Coupon 06051GLG2 150,000.00 BANK OF AMERICA CORP 5.202 04/25/2029 3,901.50 3,901.50 04/25/2025 Coupon 096919AD7 200,000.00 BMWOT 2024-A A3 5.18 02/26/2029 863.33 863.33 04/25/2025 Coupon 3137BSRE5 250,000.00 FHMS K-059 A2 3.12 09/25/2026 650.00 650.00 04/25/2025 Coupon 3137FJEH8 250,000.00 FHMS K-081 A2 3.9 08/25/2028 812.50 812.50 04/25/2025 Coupon 3137FKSH0 150,000.00 FHMS K-086 A2 3.859 11/25/2028 482.38 482.38 04/25/2025 Coupon 3137FLN91 300,000.00 FHMS K-091 A2 3.505 03/25/2029 876.25 876.25 04/25/2025 Coupon 3137FMCR1 150,000.00 FHMS K-093 A2 2.982 05/25/2029 372.75 372.75 04/25/2025 Coupon 3137FPHK4 300,000.00 FHMS K-098 A2 2.425 08/25/2029 606.25 606.25 04/30/2025 Coupon 91282CJF9 375,000.00 UNITED STATES TREASURY 4.875 10/31/2028 9,140.63 9,140.63 04/30/2025 Coupon 91282CKP5 375,000.00 UNITED STATES TREASURY 4.625 04/30/2029 8,671.88 8,671.88 04/30/2025 Coupon 91282CLR0 350,000.00 UNITED STATES TREASURY 4.125 10/31/2029 7,218.75 7,218.75 April 2025 Total 8,826.18 60,575.13 69,401.31
MAY 2025
05/15/2025 Coupon 14913UAU4 250,000.00 CATERPILLAR FINANCIAL SERVICES CORP 4.7 11/15/2029 5,875.00 5,875.00

4.b
Packet Pg. 44
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 23
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

CASH FLOW REPORT
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 05/15/2025 Coupon 34535VAD6 120,000.00 FORDO 2024-D 4.61 08/15/2029 461.00 461.00 05/15/2025 Coupon 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 411.74 411.74 05/15/2025 Principal Paydown 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 8,155.81 8,155.81 05/15/2025 Coupon 89239TAD4 60,000.00 TAOT 2024-D A3 4.4 06/15/2029 223.50 223.50 05/15/2025 Coupon 92970QAE5 110,000.00 WFCIT 2024-2 A 4.29 10/15/2029 393.25 393.25 05/16/2025 Coupon 38014AAD3 60,000.00 GMCAR 2024-4 A3 4.4 08/16/2029 213.50 213.50 05/26/2025 Coupon 096919AD7 200,000.00 BMWOT 2024-A A3 5.18 02/26/2029 863.33 863.33 05/26/2025 Coupon 3137BSRE5 250,000.00 FHMS K-059 A2 3.12 09/25/2026 650.00 650.00 05/26/2025 Coupon 3137FJEH8 250,000.00 FHMS K-081 A2 3.9 08/25/2028 812.50 812.50 05/26/2025 Coupon 3137FKSH0 150,000.00 FHMS K-086 A2 3.859 11/25/2028 482.38 482.38 05/26/2025 Coupon 3137FLN91 300,000.00 FHMS K-091 A2 3.505 03/25/2029 876.25 876.25 05/26/2025 Coupon 3137FMCR1 150,000.00 FHMS K-093 A2 2.982 05/25/2029 372.75 372.75 05/26/2025 Coupon 3137FPHK4 300,000.00 FHMS K-098 A2 2.425 08/25/2029 606.25 606.25 May 2025 Total 8,155.81 12,241.45 20,397.26
JUNE 2025
06/02/2025 Coupon 91282CJL6 350,000.00 UNITED STATES TREASURY 4.875 11/30/2025 8,531.25 8,531.25 06/11/2025 Coupon 24422EXT1 225,000.00 JOHN DEERE CAPITAL CORP 4.85 06/11/2029 5,456.25 5,456.25 06/13/2025 Coupon 06406RBG1 225,000.00 BANK OF NEW YORK MELLON CORP 3.992 06/13/2028 4,491.00 4,491.00
06/16/2025 Coupon 34535VAD6 120,000.00 FORDO 2024-D 4.61 08/15/2029 461.00 461.00 06/16/2025 Coupon 38014AAD3 60,000.00 GMCAR 2024-4 A3 4.4 08/16/2029 213.50 213.50 06/16/2025 Coupon 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 380.28 380.28 06/16/2025 Principal Paydown 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 7,521.51 7,521.51 06/16/2025 Coupon 89239TAD4 60,000.00 TAOT 2024-D A3 4.4 06/15/2029 223.50 223.50 06/16/2025 Coupon 91282CHH7 375,000.00 UNITED STATES TREASURY 4.125 06/15/2026 7,734.38 7,734.38 06/16/2025 Coupon 92970QAE5 110,000.00 WFCIT 2024-2 A 4.29 10/15/2029 393.25 393.25 06/20/2025 Coupon 3133ENZG8 1,000,000.00 FEDERAL FARM CREDIT BANKS FUNDING CORP

3.375 06/20/2025 16,875.00 16,875.00
06/20/2025 Final Maturity 3133ENZG8 1,000,000.00 FEDERAL FARM CREDIT BANKS FUNDING CORP

3.375 06/20/2025 1,000,000.00 1,000,000.00
06/23/2025 Coupon 3133ENZC7 1,000,000.00 FEDERAL FARM CREDIT BANKS FUNDING CORP

4.12 06/22/2026 20,600.00 20,600.00

4.b
Packet Pg. 45
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 24
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

CASH FLOW REPORT
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 06/25/2025 Coupon 096919AD7 200,000.00 BMWOT 2024-A A3 5.18 02/26/2029 863.33 863.33 06/25/2025 Coupon 3137BSRE5 250,000.00 FHMS K-059 A2 3.12 09/25/2026 650.00 650.00 06/25/2025 Coupon 3137FJEH8 250,000.00 FHMS K-081 A2 3.9 08/25/2028 812.50 812.50 06/25/2025 Coupon 3137FKSH0 150,000.00 FHMS K-086 A2 3.859 11/25/2028 482.38 482.38 06/25/2025 Coupon 3137FLN91 300,000.00 FHMS K-091 A2 3.505 03/25/2029 876.25 876.25 06/25/2025 Coupon 3137FMCR1 150,000.00 FHMS K-093 A2 2.982 05/25/2029 372.75 372.75 06/25/2025 Coupon 3137FPHK4 300,000.00 FHMS K-098 A2 2.425 08/25/2029 606.25 606.25 06/25/2025 Coupon 437076DB5 225,000.00 HOME DEPOT INC 4.875 06/25/2027 5,484.38 5,484.38 06/30/2025 Coupon 91282CEV9 350,000.00 UNITED STATES TREASURY 3.25 06/30/2029 5,687.50 5,687.50 06/30/2025 Coupon 91282CHK0 350,000.00 UNITED STATES TREASURY 4.0 06/30/2028 7,000.00 7,000.00 June 2025 Total 1,007,521.51 88,194.73 1,095,716.25
JULY 2025
07/09/2025 Coupon 02665WFK2 200,000.00 AMERICAN HONDA FINANCE CORP 4.9 07/09/2027 4,900.00 4,900.00
07/14/2025 Coupon 3133ENZY9 1,000,000.00 FEDERAL FARM CREDIT BANKS FUNDING CORP

3.96 07/12/2027 19,800.00 19,800.00
07/15/2025 Coupon 34535VAD6 120,000.00 FORDO 2024-D 4.61 08/15/2029 461.00 461.00 07/15/2025 Coupon 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 351.26 351.26 07/15/2025 Principal Paydown 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 7,366.68 7,366.68 07/15/2025 Coupon 89239TAD4 60,000.00 TAOT 2024-D A3 4.4 06/15/2029 223.50 223.50 07/15/2025 Coupon 91282CKZ3 375,000.00 UNITED STATES TREASURY 4.375 07/15/2027 8,203.13 8,203.13 07/15/2025 Coupon 92970QAE5 110,000.00 WFCIT 2024-2 A 4.29 10/15/2029 393.25 393.25 07/16/2025 Coupon 38014AAD3 60,000.00 GMCAR 2024-4 A3 4.4 08/16/2029 213.50 213.50 07/21/2025 Coupon 3130ASLD9 1,000,000.00 FEDERAL HOME LOAN BANKS 3.65 07/21/2025 18,250.00 18,250.00 07/21/2025 Final Maturity 3130ASLD9 1,000,000.00 FEDERAL HOME LOAN BANKS 3.65 07/21/2025 1,000,000.00 1,000,000.00 07/25/2025 Coupon 096919AD7 200,000.00 BMWOT 2024-A A3 5.18 02/26/2029 863.33 863.33 07/25/2025 Coupon 3137BSRE5 250,000.00 FHMS K-059 A2 3.12 09/25/2026 650.00 650.00 07/25/2025 Coupon 3137FJEH8 250,000.00 FHMS K-081 A2 3.9 08/25/2028 812.50 812.50 07/25/2025 Coupon 3137FKSH0 150,000.00 FHMS K-086 A2 3.859 11/25/2028 482.38 482.38 07/25/2025 Coupon 3137FLN91 300,000.00 FHMS K-091 A2 3.505 03/25/2029 876.25 876.25 07/25/2025 Coupon 3137FMCR1 150,000.00 FHMS K-093 A2 2.982 05/25/2029 372.75 372.75 07/25/2025 Coupon 3137FPHK4 300,000.00 FHMS K-098 A2 2.425 08/25/2029 606.25 606.25

4.b
Packet Pg. 46
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 25
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

CASH FLOW REPORT
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 07/25/2025 Coupon 46647PDG8 150,000.00 JPMORGAN CHASE & CO 4.851 07/25/2028 3,638.25 3,638.25 07/29/2025 Coupon 3130APFH3 1,000,000.00 FEDERAL HOME LOAN BANKS 0.81 07/29/2025 4,050.00 4,050.00 07/29/2025 Final Maturity 3130APFH3 1,000,000.00 FEDERAL HOME LOAN BANKS 0.81 07/29/2025 1,000,000.00 1,000,000.00 07/31/2025 Coupon 91282CLC3 350,000.00 UNITED STATES TREASURY 4.0 07/31/2029 7,000.00 7,000.00 July 2025 Total 2,007,366.68 72,147.34 2,079,514.02
AUGUST 2025
08/01/2025 Coupon 13063EGT7 205,000.00 CALIFORNIA ST 4.5 08/01/2029 4,612.50 4,612.50 08/01/2025 Coupon 91159HJK7 200,000.00 US BANCORP 4.653 02/01/2029 4,653.00 4,653.00 08/11/2025 Coupon 89236TMK8 225,000.00 TOYOTA MOTOR CREDIT CORP 4.55 08/09/2029 5,118.75 5,118.75 08/14/2025 Coupon 532457CQ9 235,000.00 ELI LILLY AND CO 4.2 08/14/2029 4,935.00 4,935.00 08/15/2025 Coupon 34535VAD6 120,000.00 FORDO 2024-D 4.61 08/15/2029 461.00 461.00 08/15/2025 Coupon 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 322.83 322.83 08/15/2025 Principal Paydown 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 7,085.73 7,085.73 08/15/2025 Coupon 89239TAD4 60,000.00 TAOT 2024-D A3 4.4 06/15/2029 223.50 223.50 08/15/2025 Coupon 92970QAE5 110,000.00 WFCIT 2024-2 A 4.29 10/15/2029 393.25 393.25 08/18/2025 Coupon 38014AAD3 60,000.00 GMCAR 2024-4 A3 4.4 08/16/2029 213.50 213.50 08/25/2025 Coupon 096919AD7 200,000.00 BMWOT 2024-A A3 5.18 02/26/2029 863.33 863.33 08/25/2025 Coupon 3137BSRE5 250,000.00 FHMS K-059 A2 3.12 09/25/2026 650.00 650.00 08/25/2025 Coupon 3137FJEH8 250,000.00 FHMS K-081 A2 3.9 08/25/2028 812.50 812.50 08/25/2025 Coupon 3137FKSH0 150,000.00 FHMS K-086 A2 3.859 11/25/2028 482.38 482.38 08/25/2025 Coupon 3137FLN91 300,000.00 FHMS K-091 A2 3.505 03/25/2029 876.25 876.25 08/25/2025 Coupon 3137FMCR1 150,000.00 FHMS K-093 A2 2.982 05/25/2029 372.75 372.75 08/25/2025 Coupon 3137FPHK4 300,000.00 FHMS K-098 A2 2.425 08/25/2029 606.25 606.25 August 2025 Total 7,085.73 25,596.79 32,682.52
SEPTEMBER 2025
09/02/2025 Coupon 91282CGP0 375,000.00 UNITED STATES TREASURY 4.0 02/29/2028 7,500.00 7,500.00 09/02/2025 Coupon 91282CKD2 375,000.00 UNITED STATES TREASURY 4.25 02/28/2029 7,968.75 7,968.75 09/02/2025 Coupon 91282CLK5 350,000.00 UNITED STATES TREASURY 3.625 08/31/2029 6,343.75 6,343.75 09/15/2025 Coupon 34535VAD6 120,000.00 FORDO 2024-D 4.61 08/15/2029 461.00 461.00 09/15/2025 Coupon 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 295.49 295.49 09/15/2025 Principal Paydown 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 6,715.57 6,715.57 09/15/2025 Coupon 89239TAD4 60,000.00 TAOT 2024-D A3 4.4 06/15/2029 223.50 223.50

4.b
Packet Pg. 47
Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 26
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

CASH FLOW REPORT
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 09/15/2025 Coupon 91282CFK2 375,000.00 UNITED STATES TREASURY 3.5 09/15/2025 6,562.50 6,562.50 09/15/2025 Final Maturity 91282CFK2 375,000.00 UNITED STATES TREASURY 3.5 09/15/2025 375,000.00 375,000.00 09/15/2025 Coupon 91282CGR6 350,000.00 UNITED STATES TREASURY 4.625 03/15/2026 8,093.75 8,093.75 09/15/2025 Coupon 91282CKE0 350,000.00 UNITED STATES TREASURY 4.25 03/15/2027 7,437.50 7,437.50 09/15/2025 Coupon 92970QAE5 110,000.00 WFCIT 2024-2 A 4.29 10/15/2029 393.25 393.25 09/16/2025 Coupon 38014AAD3 60,000.00 GMCAR 2024-4 A3 4.4 08/16/2029 213.50 213.50 09/17/2025 Coupon 3130ANVB3 1,000,000.00 FEDERAL HOME LOAN BANKS 0.8 09/17/2025 4,000.00 4,000.00 09/17/2025 Final Maturity 3130ANVB3 1,000,000.00 FEDERAL HOME LOAN BANKS 0.8 09/17/2025 1,000,000.00 1,000,000.00 09/25/2025 Coupon 096919AD7 200,000.00 BMWOT 2024-A A3 5.18 02/26/2029 863.33 863.33 09/25/2025 Coupon 3137BSRE5 250,000.00 FHMS K-059 A2 3.12 09/25/2026 650.00 650.00 09/25/2025 Coupon 3137FJEH8 250,000.00 FHMS K-081 A2 3.9 08/25/2028 812.50 812.50 09/25/2025 Coupon 3137FKSH0 150,000.00 FHMS K-086 A2 3.859 11/25/2028 482.38 482.38 09/25/2025 Coupon 3137FLN91 300,000.00 FHMS K-091 A2 3.505 03/25/2029 876.25 876.25 09/25/2025 Coupon 3137FMCR1 150,000.00 FHMS K-093 A2 2.982 05/25/2029 372.75 372.75 09/25/2025 Coupon 3137FPHK4 300,000.00 FHMS K-098 A2 2.425 08/25/2029 606.25 606.25 09/30/2025 Coupon 91282CFM8 350,000.00 UNITED STATES TREASURY 4.125 09/30/2027 7,218.75 7,218.75 09/30/2025 Coupon 91282CKG5 350,000.00 UNITED STATES TREASURY 4.125 03/31/2029 7,218.75 7,218.75 09/30/2025 Coupon 91282CLN9 350,000.00 UNITED STATES TREASURY 3.5 09/30/2029 6,125.00 6,125.00 September 2025
Total 1,381,715.57 74,718.95 1,456,434.52
OCTOBER 2025
10/15/2025 Coupon 34535VAD6 120,000.00 FORDO 2024-D 4.61 08/15/2029 461.00 461.00 10/15/2025 Coupon 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 269.58 269.58 10/15/2025 Principal Paydown 891940AC2 150,000.00 TAOT 2023-A A3 4.63 09/15/2027 6,453.13 6,453.13 10/15/2025 Coupon 89239TAD4 60,000.00 TAOT 2024-D A3 4.4 06/15/2029 223.50 223.50 10/15/2025 Coupon 91282CJC6 375,000.00 UNITED STATES TREASURY 4.625 10/15/2026 8,671.88 8,671.88 10/15/2025 Coupon 91324PEY4 240,000.00 UNITEDHEALTH GROUP INC 4.6 04/15/2027 5,520.00 5,520.00 10/15/2025 Coupon 92970QAE5 110,000.00 WFCIT 2024-2 A 4.29 10/15/2029 393.25 393.25 10/16/2025 Coupon 38014AAD3 60,000.00 GMCAR 2024-4 A3 4.4 08/16/2029 213.50 213.50 10/20/2025 Coupon 78017FZQ9 250,000.00 ROYAL BANK OF CANADA 4.51 10/18/2027 5,637.50 5,637.50 10/22/2025 Coupon 857477CP6 250,000.00 STATE STREET CORP 4.33 10/22/2027 5,412.50 5,412.50 10/27/2025 Coupon 06051GLG2 150,000.00 BANK OF AMERICA CORP 5.202 04/25/2029 3,901.50 3,901.50

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Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 27
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

CASH FLOW REPORT
Payment Date Transaction Type CUSIP Quantity Security Description Principal Amount Income Total Amount 10/27/2025 Coupon 096919AD7 200,000.00 BMWOT 2024-A A3 5.18 02/26/2029 863.33 863.33 10/27/2025 Coupon 3137BSRE5 250,000.00 FHMS K-059 A2 3.12 09/25/2026 650.00 650.00 10/27/2025 Principal Paydown 3137BSRE5 250,000.00 FHMS K-059 A2 3.12 09/25/2026 512.80 512.80 10/27/2025 Coupon 3137FJEH8 250,000.00 FHMS K-081 A2 3.9 08/25/2028 812.50 812.50 10/27/2025 Coupon 3137FKSH0 150,000.00 FHMS K-086 A2 3.859 11/25/2028 482.38 482.38 10/27/2025 Coupon 3137FLN91 300,000.00 FHMS K-091 A2 3.505 03/25/2029 876.25 876.25 10/27/2025 Coupon 3137FMCR1 150,000.00 FHMS K-093 A2 2.982 05/25/2029 372.75 372.75 10/27/2025 Coupon 3137FPHK4 300,000.00 FHMS K-098 A2 2.425 08/25/2029 606.25 606.25 October 2025
Total 6,965.92 35,367.67 42,333.59
Grand Total 63,435,000.00 6,464,726.17 640,971.21 7,105,697.39

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Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 28
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

IMPORTANT DISCLOSURES
Chandler Asset Management, Inc. (“Chandler”) is an SEC registered investment adviser. For additional information about our firm, please see our current disclosures (Form ADV).

To obtain a copy of our current disclosures, you may contact your client service representative by calling the number on the front of this statement or you may visit our website at www.chandlerasset.com.

Information contained in this monthly statement is confidential and is provided for informational purposes only and should not be construed as specific investment or legal advice. The information contained herein was obtained from sources believed to be reliable as of the date of this statement, but may become outdated or superseded at any time without notice.

Custody: Your qualified custodian bank maintains control of all assets reflected in this statement and we urge you to compare this statement to the one you receive from your qualified custodian. Chandler does not have any authority to withdraw or deposit funds from/to the custodian account.

Valuation: Prices are provided by IDC, an independent pricing source. In the event IDC does not provide a price or if the price provided is not reflective of fair market value, Chandler will obtain pricing from an alternative approved third party pricing source in accordance with our written valuation policy and procedures. Our valuation procedures are also disclosed in Item 5 of our Form ADV Part 2A.

Performance: Performance results are presented gross-of-advisory fees and represent the client’s Total Return. The deduction of advisory fees lowers performance results. These results include the reinvestment of dividends and other earnings. Past performance may not be indicative of future results. Therefore, clients should not assume that future performance of any specific investment or investment strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Economic factors, market conditions or changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio.

Source ice Data Indices, LLC (“ICE”), used with permission. ICE PERMITS USE OF THE ICE INDICES AND RELATED DATA ON AN “AS IS” BASIS; ICE, ITS AFFILIATES AND

THEIR RESPECTIVE THIRD PARTY SUPPLIERS DISCLAIM ANY AND ALL WARRANTIES AND REPRESENTATIONS, EXPRESS AND/OR IMPLIED, INCLUDING ANY WARRANTIES OF MERCHANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE OR USE, INCLUDING THE INDICES, INDEX DATA AND ANY DATA INCLUDED IN, RELATED TO, OR DERIVED THEREFROM.

NEITHER ICE DATA, ITS AFFILIATES OR THEIR RESPECTIVE THIRD PARTY PROVIDERS GUARANTEE THE QUALITY , ADEQUACY , ACCURACY , TIMELINESS OR COMPLETENESS OF THE INDICES OR THE INDEX DATA OR ANY COMPONENT THEREOF, AND THE INDICES AND INDEX DATA AND ALL COMPONENTS THEREOF ARE PROVIDED ON AN “AS IS” BASIS AND LICENSEE’S USE IS AT LICENSEE’S OWN RISK. ICE DATA, ITS AFFILIATES AND THEIR RESPECTIVE THIRD PARTY DO NOT SPONSOR, ENDORSE, OR RECOMMEND CHANDLER, OR ANY OF ITS PRODUCTS OR SERVICES.

Index returns assume reinvestment of all distributions. Historical performance results for investment indexes generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results. It is not possible to invest directly in an index.

Ratings: Ratings information have been provided by Moody’s, S&P and Fitch through data feeds we believe to be reliable as of the date of this statement, however we cannot guarantee its accuracy.

Security level ratings for U.S. Agency issued mortgage-backed securities (“MBS”) reflect the issuer rating because the securities themselves are not rated. The issuing U.S. Agency guarantees the full and timely payment of both principal and interest and carries a AA+/Aaa/AAA by S&P , Moody’s and Fitch respectively.

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Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report CONFIDENTIAL | 29
City of Campbell | Account #11214 | As of November 30, 2024 Execution Time: 12/03/2024 09:02:44 PM Chandler Asset Management | [email protected] | www.chandlerasset.com | 800.317.4747

BENCHMARK INDEX & DISCLOSURES
Benchmark Disclosure
ICE BofA 1-5 Yr US Treasury & Agency
Index
The ICE BofA 1-5 Year US Treasury & Agency Index tracks the performance of US dollar denominated US Treasury and nonsubordinated US agency debt issued in the US domestic market. Qualifying securities must have an investment grade rating (based on an average of Moody’s, S&P and Fitch). Qualifying securities must have at least one year remaining term to final maturity and less than five years remaining term to final maturity, at least 18 months to maturity at time of issuance, a fixed coupon schedule, and a minimum amount outstanding of $1 billion for sovereigns and $250 million for agencies.

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Attachment: Chandler Monthly Investment Statement- 11.30.24 (Monthly Investment Transactions Report

City
Council
Report

TITLE: Resolution Authorizing the Examination of Sales or Transactions and Use Tax Records (Resolution/Roll Call Vote)

RECOMMENDED ACTION

That the City Council adopt a resolution authorizing the examination of sales or transactions and use tax records.

BACKGROUND

Section 7056 of the California Revenue and Taxation Code sets forth certain requirements and conditions for the disclosure of confidential sales or transactions and use tax records held by the California Department of Tax and Fee Administration (CDTFA) on behalf of businesses that report taxable transactions. In order to view these records, a jurisdiction, such as the City of Campbell, must adopt a formal resolution identifying the positions within their organization allowed to view these records, any contracted consulting firms that may also have the need, the defined business purpose for examining these records, and the measures taken to protect their confidentiality. The City of Campbell has such an adopted resolution and updates it from time to time as needed; with the last update (Resolution 12943) approved on March 7, 2023 to allow Chabin Concepts to view these records in preparation of an Economic Development Strategic Plan. The resolution also allows the City Manager to designate in writing to the CDTFA other officers or employees of the City allowed to view these records. Recent City Manager designations have added the positions of Councilmember, Assistant Finance Director, and Administrative Analyst (Finance) based on operational needs.

DISCUSSION

Measure K, a ½ cent transactions and use tax (sales tax) revenue measure, was approved by Campbell voters on November 5, 2024 and will formally go into effect on April 1, 2025. In order for previously approved City personnel and consulting firms to review confidential transactions and use tax records associated with Measure K, the CDTFA requires the City to approve a revised resolution shown as Attachment A. This resolution adds in Measure K as approved by Campbell voters and the City Council via Ordinance No. 2315. The resolution though remains unchanged as to authorized positions, authorized consultants, the business purposes by which these records may be used, and the measures to be taken to protect their confidentiality. For reference Item: 5
Category: CONSENT CALENDAR
Meeting Date: December 17, 2024
5 Packet Pg. 52
Authority to Examine Confidential Sales or Transactions and Use Tax Records Page 2 of 3 purposes, the following City positions are currently allowed to view these records: City Manager, Finance Director, Assistant City Manager, Assistant Finance Director, Administrative Analyst (Finance), Community Development Director, Economic Development Manager, Economic Development Specialist, Economic Development Consultant, and City Councilmembers . Additionally, the following contracted City consultant is also allowed to view these records: Hinderliter, De Llamas & Associates (HdL Companies) . As such all currently approved positions and the contracted consultant would still be able to view any and all sales or transactions and use tax records held by the CDTFA on behalf of businesses that report taxable transactions within Campbell.

FISCAL IMPACT

There are no fiscal impacts associated with this action. However, HdL Companies does charge an additional $300 per month / $ 3,600 annually to analyze the new transactions and use tax records associated with Measure K and provide their results to the City on a quarterly basis; similar to the manner in which HdL provides services for the City’s prior ¼ cent transactions and use tax enacted via Measure O (2008). And s imilar to its handling of Measure O (2008), HdL will also charge a 25% fee for any back transactions or use tax payments received by the City as a result of audit and recovery work performed by HdL. The latter usually results from misreporting of taxable transactions within Campbell by businesses ; often resulting in back payments owed to the City that would not have been found otherwise except through the work of HdL’ s audit services.

The City has contracted with HdL since July 2021 and staff has been satisfied with the value of their services relative to their fees; fees which are comparable to similar consulting firms in their field.

Prepared by:

Will Fuentes, Finance Director

Approved by:

Brian Loventhal, City Manager

Attachment:
5 Packet Pg. 53
Authority to Examine Confidential Sales or Transactions and Use Tax Records Page 3 of 3 a. Resolution
5 Packet Pg. 54

RESOLUTION NO._______________

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CAMPBELL

AUTHORIZING EXAMINATION OF SALES OR TRANSACTIONS AND USE TAX

RECORDS

WHEREAS, pursuant to Ordinance N o. 1177, the City of Campbell (City) entered into a contract with the California Department of Tax and Fee Administration (Department) to perform all functions incident to the administration and collection of sales use taxes; and

WHEREAS, pursuant to Ordinance No. 2111, and the City of Campbell Vital City Services, Maintenance & Protection Transactions and Use Tax, Revenue and Taxation Code Section 7270, the City entered into a contract with the California Department of Tax and Fee Administration (Department) to perform all functions incident to the administration and collection of transactions and use taxes; and

WHEREAS, pursuant to Ordinance No. 2315, and the City of Campbell Transactions and Use Tax, Revenue and Taxation Code Section 7270, the City entered into a contract with the California Department of Tax and Fee Administration (Department) to perform all functions incident to the administration and collection of transactions and use taxes; and

WHEREAS, the City Council of the City of Campbell deems it desirable and necessary for authorized officers, employees and representatives of the City to examine confidential sales or transactions and use tax records of the Department pertaining to sales or transactions and use taxes collected by the Department for the City pursuant to that contract; and

WHEREAS, Section 7056 of the California Revenue and T axation Code sets forth certain requirements and conditions for the disclosure of Department records, and Section 7056.5 of the California Revenue and Taxation Code establishes criminal penalties for the unlawful disclosure of information contained in, or derived from, the sales or transactions and use tax records of the Department;

NOW, THEREFORE THE CITY COUNCIL OF THE CITY OF CAMPBELL HEREBY RESOLVES AS FOLLOWS:

Section 1 . That the City Manager, Finance Director, Assistant City Manager, Assistant Finance Director, Administrative Analyst (Finance), Community Development Director, Economic Development Manager, Economic Development Specialist, Economic Development Consultant , City Councilmembers, or other officer or employee of the City designated in writing by the City Manager to the California Department of Tax and Fee Administration is hereby appointed to represent the City with authority to examine sales or transactions and use tax records of the Department pertaining to sales or transactions and use taxes collected for the City by the Department pursuant to the contract between the City and the Department.

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Attachment: Resolution (Authority to Examine Confidential Sales or Transactions and Use Tax Records) Section 2.

The information obtained by examination of Department records shall be used only for purposes related to the collection of City sales or transactions and use taxes by the Department pursuant to that contract, and for purposes related to the following governmental functions of the City:

(a) Review of sales or transaction and use tax records to ensure proper allocaton and remittance to the City

(b) Economic Development

(d) Other governmental functons as required by the City

The information obtained by examination of Department records shall be used only for those governmental functions of the City listed above.

Section 3. That Hinderliter, De Llamas & Associates ( HdL Companies) is hereby designated to examine the sales or transactions and use tax records of the Department pertaining to sales or transactions and use taxes collected for the City by the Department. The person or entity designated by this section meets all of the following conditions, which are also included in the contract between the City and HdL Companies:

a) has an existing contract with the City to examine those sales or transactions and use tax records;

b) is required by that contract to disclose information contained in, or derived from, those sales or transactions and use tax records only to the officer or employee authorized under Section 1 of this resolution to examine the information.

c) is prohibited by that contract from performing consulting services for a retailer during the term of that contract;

d) is prohibited by that contract from retaining the information contained in, or derived from those sales or transactions and use tax records, after that contract has expired.

BE IT FURTHER RESOLVED that the information obtained by examination of Department records shall be used only for purposes related to the collection of City sales or transactions and use taxes by the Department pursuant to the contract between the City and the Department and for those purposes relating to the governmental functions of the City listed in section 2 of this resolution.

Section 4. That this resolution supercedes all prior resolutions of the City Council of the City of Campbell adopted pursuant to subdivision (b) of Revenue and Taxation Code section 7056.

Introduced, approved and adopted this _____ day of ______, _____.

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Attachment: Resolution (Authority to Examine Confidential Sales or Transactions and Use Tax Records)

(s) ____________________________
Susan M. Landry, Mayor
ATTEST: (s) ___________________________
Andrea Sanders, City Clerk

I, Andrea Sanders, City Clerk of the City of Campbell, California, DO HEREBY CERTIFY that the foregoing resolution was duly introduced, approved and adopted by the City Council of the City of Campbell, at a regular meeting of said Council held on the 17th day of December, 2024, by the following roll call vote:

Ayes: (Names of Councilmembers)

Noes: (Names of Councilmembers)

Absent: (Names of Councilmembers)

(s) _______________________________
Andrea Sanders, City Clerk

5.a
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Attachment: Resolution (Authority to Examine Confidential Sales or Transactions and Use Tax Records)

City
Council
Report

TITLE: Resolution Approving and Authorizing the City Manager to Execute Agreements with the California Department of Tax and Fee Administration for Implementation of a Local Transactions and Use Tax (Resolution/Roll Call Vote)

RECOMMENDED ACTION

That the City Council adopt a resolution approving and authorizing the City Manager to execute agreements with the California Department of Tax and Fee Administration for implementation of a Local Transactions and Use Tax.

BACKGROUND

Measure K, a ½ cent transactions and use tax (sales tax) revenue measure, was approved by Campbell voters on November 5, 2024 and will formally go into effect on April 1, 2025. The resolution and agreements attached to this report, if approved by City Council, would allow the California Department of Tax and Fee Administration (CDTFA) to implement the new transactions and use tax rate and educate Campbell based businesses and non -Campbell based businesses which sell taxable items to Campbell residents on their obligations to apply this new rate starting April 1, 2025.

DISCUSSION

The CDTFA administers and collects the transactions and use taxes for all applicable jurisdictions within the state and will be responsible to collect transactions and use taxes related to Measure K for Campbell. As such, the CDTFA requires that the City enter into a “Preparatory Agreement” , shown as Attachment B , and an “Administration Agreement”, shown as Attachment C , prior to implementation of said taxes . Similar agreements were entered into with the CDTFA ( formerly under the California State Board of Equalization – BOE) for the City’s prior ¼ cent transactions and use tax measure (Measure O) approved by Campbell voters November 4, 2008.

FISCAL IMPACT

The CDTFA will bill the City for costs required to implement the new transactions and use tax rate and educate businesses that have taxable transactions within Campbell .

Item: 6
Category: CONSENT CALENDAR
Meeting Date: December 17, 2024
6 Packet Pg. 58
CDTFA Agreements to Implement Measure K Transactions and Use Tax Page 2 of 3 The amount to be paid by City for the CDTFA’s implementation efforts shall not exceed $175,000 per Revenue and Taxation Code Section 7272 and may be less than this dependent on the actual work required by the CDTFA to provide implementation and education services for Campbell’s Measure K. Any amounts owed to the CDTFA will be paid by the City in FY 2025 and will be fully offset by added transactions and use tax revenue relating to Measure K starting on April 1, 2025. As such, staff is not requesting a budget adjustment at this time since the final amount owed to the CDTFA is unknown.

Once the implementation and education work are completed by the CDTFA and an invoice is sent to the City, staff may request a budget adjustment at that time in an amount not to exceed $175,000.

The CDTFA also charges cities such as Campbell a fee for ongoing administration of both sales and transactions and use taxes. This is a 0.51% fee deducted for transactions and use tax measures collected by the CDTFA before they are remitted to the City. Based on expected annual Measure K revenues of $7.0 million , the 0.51% administration fee is estimated to equal $ 35,700 annually and will again be netted against any tax revenues remitted to the City by the CDTFA. As such, it also does not require a budget adjustment. For reference, the City is currently charged an administration fee of 1.54% for administration of Measure O (2008). However, based on the addition of Measure K, the rate of administration for Measure O will decrease to the 0.51% rate. And based on annual average revenue of $3.5 million for Measure O, this will result in annual savings of $36,050 to the City . Thus, when combined with Measure K administration fees, the City will actually see combined net savings of $350 ($35,700 added costs less $36,050 savings) annually in what is pays to the CDTFA.

Prepared by:

Will Fuentes, Finance Director

Approved by:

Brian Loventhal, City Manager

Attachment:
a. Resolution
b. CDTFA Preparatory Agreement
6 Packet Pg. 59
CDTFA Agreements to Implement Measure K Transactions and Use Tax Page 3 of 3 c. CDTFA Administration Agreement
6 Packet Pg. 60

RESOLUTION NO. ____________

A RESOLUTION OF THE CITY COUNCIL OF THE

CITY OF CAMPBELL APPROVING AND AUTHORIZING THE CITY MANAGER TO

EXECUTE AGREEMENTS WITH THE CALIFORNIA DEPARTMENT OF TAX AND

FEE ADMINISTRATION FOR IMPLEMENTATION OF A LOCAL TRANSACTIONS

AND USE TAX

WHEREAS, on August 8, 2024, the City Council approved Ordinance No. 2315 amending the City Municipal Code and providing for a local transactions and use tax; and

WHEREAS, the California Department of Tax and Fee Administration (Department) administers and collects the transactions and use taxes for all applicable jurisdictions within the state; and

WHEREAS, the Department will be responsible to administer and collect the transactions and use tax for the City; and

WHEREAS, the Department requires that the City enter into a “Preparatory Agreement” and an “Administration Agreement” prior to implementation of said taxes ; and

WHEREAS, the Department requires that the City Council authorize the agreements;

NOW, THEREFORE, BE IT RESOLVED, by the City Council of the City of Campbell that the “Preparatory Agreement” attached as Exhibit A and the “Administrative Agreement” attached as Exhibit B are hereby approved and the City Manager is hereby authorized to execute each agreement.

PASSED and ADOPTED this 17th day of December, 2024, by the following roll call vote:

AYES: Councilmembers

NOES: Councilmembers

ABSENT: Councilmembers

APPROVED:

______________________________
Susan M. Landry, Mayor

ATTEST:

______________________________
Andrea Sanders, City Clerk

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Attachment: Resolution (CDTFA Agreements to Implement Measure K Transactions and Use Tax) (Rev. 07/24) 1

AGREEMENT FOR PREPARATION TO ADMINISTER AND OPERATE

CITY'S TRANSACTIONS AND USE TAX ORDINANCE

In order to prepare to administer a transactions and use tax ordinance adopted in accordance with the provision of Part 1.6 (commencing with Section 7251) of Division 2 of the Revenue and Taxation Code, the City of Campbell, hereinafter called City, and the CALIFORNIA DEPARTMENT OF TAX AND FEE ADMINISTRATION, hereinafter called Department, do agree as follows:

1. The Department agrees to enter into work to prepare to administer and operate a transactions and use tax in conformity with Part 1.6 of Division 2 of the Revenue and Taxation Code which has been approved by a majority of the electors of the City and whose ordinance has been adopted by the City.

2. City agrees to pay to the Department at the times and in the amounts hereinafter specified all of the Department's costs for preparatory work necessary to administer the City's transactions and use tax ordinance. The Department's costs for preparatory work include costs of developing procedures, programming for data processing, developing and adopting appropriate regulations, designing and printing forms, developing instructions for the Department's staff and for taxpayers, and other appropriate and necessary preparatory costs to administer a transactions and use tax ordinance.

These costs shall include both direct and indirect costs as specified in Section 11256 of the Government Code.

3. Preparatory costs may be accounted for in a manner which conforms to the internal accounting and personnel records currently maintained by the Department. The billings for costs may be presented in summary form. Detailed records of preparatory costs will be retained for audit and verification by the City.

4. Any dispute as to the amount of preparatory costs incurred by the Department shall be referred to the State Director of Finance for resolution, and the Director's decision shall be final.

5. Preparatory costs incurred by the Department shall be billed by the Department periodically, with the final billing within a reasonable time after the operative date of the ordinance.

City shall pay to the Department the amount of such costs on or before the last day of the next succeeding month following the month when the billing is received.

6. The amount to be paid by City for the Department's preparatory costs shall not exceed one hundred seventy-five thousand dollars ($175,000) (Revenue and Taxation Code Section 7272.)

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Attachment: CDTFA Preparatory Agreement (CDTFA Agreements to Implement Measure K Transactions and Use Tax) (Rev. 07/24) 2

7. Communications and notices may be sent by first class United States mail or through email at [email protected]. If and when communications and notices may include confidential information, communications and notices must be sent through encrypted email at [email protected] or by mail. Communications and notices to be sent to the Department shall be addressed to:

California Department of Tax and Fee Administration
P.O. Box 942879 MIC: 27
Sacramento, California 94279-0027

Attention: Administrator
Local Revenue Branch

Communications and notices to be sent to City shall be addressed to:

City of Campbell
70 N. 1st Street
Campbell, CA 95008

Attention: Finance Director

8. The date of this agreement is the date on which it is approved by the Department of General Services. This agreement shall continue in effect until the preparatory work necessary to administer City's transactions and use tax ordinance has been completed and the Department has received all payments due from City under the terms of this agreement.

CITY OF CAMPBELL CALIFORNIA DEPARTMENT OF TAX

AND FEE ADMINISTRATION

By By
(Signature) Administrator
Local Revenue Branch
Brian Loventhal
(Typed Name) Date: _______________________________

City Manager
(Title)

Date: _______________________________

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Attachment: CDTFA Preparatory Agreement (CDTFA Agreements to Implement Measure K Transactions and Use Tax)

AGREEMENT FOR STATE ADMINISTRATION

OF CITY TRANSACTIONS AND USE TAXES

The City Council of the City of Campbell has adopted, and the voters of the City of Campbell (hereafter called “City” or “District”) have approved by the required majority vote, the City of Campbell Transactions and Use Tax Ordinance (hereafter called “Ordinance”), a copy of which is attached hereto. To carry out the provisions of Part 1.6 of Division 2 of the Revenue and Taxation Code and the Ordinance, the California State Department of Tax and Fee Administration , (hereinafter called the “Department”) and the City do agree as follows:

ARTICLE I

DEFINITIONS

Unless the context requires otherwise, wherever the following terms appear in the Agreement, they shall be interpreted to mean the following:

1. "District taxes" shall mean the transactions and use taxes, penalties, and interest imposed under an ordinance specifically authorized by Revenue and Taxation code Section 7285.9, and in compliance with Part 1.6, Division 2 of the Revenue and Taxation Code.

2. "City Ordinance" shall mean the City's Transactions and Use Tax Ordinance referred to above and attached hereto, Ordinance No. 2315, as amended from time to time, or as deemed to be amended from time to time pursuant to Revenue and Taxation Code Section 7262.2.

ARTICLE II

ADMINISTRATION AND COLLECTION

OF CITY TAXES

A. Administration. The Department and City agree that the Department shall perform exclusively all functions incident to the administration and operation of the City Ordinance.

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Attachment: CDTFA Administration Agreement (CDTFA Agreements to Implement Measure K Transactions and Use Tax) (Rev. 7/24) 2

B. Other Applicable Laws. City agrees that all provisions of law applicable to the administration and operation of the Department Sales and Use Tax Law which are not inconsistent with Part 1.6 of Division 2 of the Revenue and Taxation Code shall be applicable to the administration and operation of the City Ordinance. City agrees that money collected pursuant to the City Ordinance may be deposited into the State Treasury to the credit of the Retail Sales Tax Fund and may be drawn from that Fund for any authorized purpose, including making refunds, compensating and reimbursing the Department pursuant to Article IV of this Agreement, and transmitting to City the amount to which City is entitled.

C. Transmittal of money.

1. For the period during which the tax is in effect, and except as otherwise provided herein, all district taxes collected under the provisions of the City Ordinance shall be transmitted to City periodically as promptly as feasible, but not less often than twice in each calendar quarter.

2. For periods subsequent to the expiration date of the tax whether by City’s self -imposed limits or by final judgment of any court of the State of California holding that City’s ordinance is invalid or void, all district taxes collected under the provisions of the City Ordinance shall be transmitted to City not less than once in each calendar quarter.

3. Transmittals may be made by mail or electronic funds transfer to an account of the City designated and authorized by the City. A statement shall be furnished at least quarterly indicating the amounts withheld pursuant to Article IV of this Agreement.

D. Rules. The Department shall prescribe and adopt such rules and regulations as in its judgment are necessary or desirable for the administration and operation of the City Ordinance and the distribution of the district taxes collected thereunder.

E. Preference. Unless the payor instructs otherwise, and except as otherwise provided in this Agreement, the Department shall give no preference in applying money received for state sales and use taxes, state-administered local sales and use taxes, and district transactions and use taxes owed by a taxpayer, but shall apply moneys collected to the satisfaction of the claims of the State, cities, counties, cities and counties, redevelopment agencies, other districts, and City as their interests appear.

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Attachment: CDTFA Administration Agreement (CDTFA Agreements to Implement Measure K Transactions and Use Tax) (Rev. 7/24) 3
F. Security. The Department agrees that any security which it hereafter requires to be furnished by taxpayers under the State Sales and Use Tax Law will be upon such terms that it also will be available for the payment of the claims of City for district taxes owing to it as its interest appears.

The Department shall not be required to change the terms of any security now held by it, and City shall not participate in any security now held by the Department.

G. Records of the Department.

When requested by resolution of the legislative body of the City under section 7056 of the Revenue and Taxation Code, the Department agrees to permit authorized personnel of the City to examine the records of the Department, including the name, address, and account number of each seller holding a seller’s permit with a registered business location in the City, pertaining to the ascertainment of transactions and use taxes collected for the City. Information obtained by the City from examination of the Department's records shall be used by the City only for purposes related to the collection of transactions and use taxes by the Department pursuant to this Agreement.

H. Annexation. City agrees that the Department shall not be required to give effect to an annexation, for the purpose of collecting, allocating, and distributing District transactions and use taxes, earlier than the first day of the calendar quarter which commences not less than two months after notice to the Department. The notice shall include the name of the county or counties annexed to the extended City boundary. In the event the City shall annex an area, the boundaries of which are not coterminous with a county or counties, the notice shall include a description of the area annexed and two maps of the City showing the area annexed and the location address of the property nearest to the extended City boundary on each side of every street or road crossing the boundary.

ARTICLE III

ALLOCATION OF TAX

A. Allocation. In the administration of the Department's contracts with all districts that impose transactions and use taxes imposed under ordinances, which comply with Part 1.6 of Division 2 of the Revenue and Taxation Code:

1. Any payment not identified as being in payment of liability owing to a designated district or districts may be apportioned among the districts as their interest appear, or, in the discretion

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Attachment: CDTFA Administration Agreement (CDTFA Agreements to Implement Measure K Transactions and Use Tax) (Rev. 7/24) 4
of the Department, to all districts with which the Department has contracted using ratios reflected by the distribution of district taxes collected from all taxpayers.

2. All district taxes collected as a result of determinations or billings made by the Department, and all amounts refunded or credited may be distributed or charged to the respective districts in the same ratio as the taxpayer's self -declared district taxes for the period for which the determination, billing, refund or credit applies.

B. Vehicles, Vessels, and Aircraft. For the purpose of allocating use tax with respect to vehicles, vessels, or aircraft, the address of the registered owner appearing on the application for registration or on the certificate of ownership may be used by the Department in determining the place of use.

ARTICLE IV

COMPENSATION

The City agrees to pay to the Department as the State's cost of administering the City Ordinance such amount as is provided for by law. Such amounts shall be deducted from the taxes collected by the Department for the City.

ARTICLE V

MISCELLANEOUS PROVISIONS

A. Communications. Communications and notices may be sent by first class United States mail to the addresses listed below, or to such other addresses as the parties may from time to time designate or through email at [email protected]. If and when communications and notices may include confidential information, communications and notices must be sent through encrypted email at [email protected] or by mail.

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Attachment: CDTFA Administration Agreement (CDTFA Agreements to Implement Measure K Transactions and Use Tax) (Rev. 7/24) 5

Communications and notices to be sent to the Department shall be addressed to:

California State Department of Tax and Fee Administration P.O. Box 942879
Sacramento, California 94279-0027

Attention: Administrator
Local Revenue Branch

Communications and notices to be sent to the City shall be addressed to:

City of Campbell
70 N. 1st Street
Campbell, CA 95008

Attention: Finance Director

Unless otherwise directed, transmittals of payment of District transactions and use taxes will be sent to the address above.

B. Term. The date of this Agreement is the date on which it is approved by the Department of General Services. The Agreement shall take effect on April 1, 2025 . This Agreement shall continue until December 31 next following the expiration date of the City Ordinance, and shall thereafter be renewed automatically from year to year until the Department completes all work necessary to the administration of the City Ordinance and has received and disbursed all payments due under that Ordinance.

C. Notice of Repeal of Ordinance. City shall give the Department written notice of the repeal of the City Ordinance not less than 110 days prior to the operative date of the repeal.

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Attachment: CDTFA Administration Agreement (CDTFA Agreements to Implement Measure K Transactions and Use Tax) (Rev. 7/24) 6

ARTICLE VI

ADMINISTRATION OF TAXES IF THE

ORDINANCE IS CHALLENGED AS BEING INVALID

A. Impoundment of funds.

1. When a legal action is begun challenging the validity of the imposition of the tax, the City shall deposit in an interest-bearing escrow account, any proceeds transmitted to it under Article II. C., until a court of competent jurisdiction renders a final and non -appealable judgment that the tax is valid.

2. If the tax is determined to be unconstitutional or otherwise invalid, the City shall transmit to the Department the moneys retained in escrow, including any accumulated interest, within ten days of the judgment of the trial court in the litigation awarding costs and fees becoming final and non-appealable.

B. Costs of administration. Should a final judgment be entered in any court of the State of California, holding that City's Ordinance is invalid or void, and requiring a rebate or refund to taxpayers of any taxes collected under the terms of this Agreement, the parties mutually agree that:

1. Department may retain all payments made by City to Department to prepare to administer the City Ordinance.

2. City will pay to Department and allow Department to retain Department's cost of administering the City Ordinance in the amounts set forth in Article IV of this Agreement.

3. City will pay to Department or to the State of California the amount of any taxes plus interest and penalties, if any, that Department or the State of California may be required to rebate or refund to taxpayers.

4. City will pay to Department its costs for rebating or refunding such taxes, interest, or penalties. Department's costs shall include its additional cost for developing procedures for processing

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Attachment: CDTFA Administration Agreement (CDTFA Agreements to Implement Measure K Transactions and Use Tax) (Rev. 7/24) 7
the rebates or refunds, its costs of actually making these refunds, designing and printing forms, and developing instructions for Department's staff for use in making these rebates or refunds and any other costs incurred by Department which are reasonably appropriate or necessary to make those rebates or refunds. These costs shall include Department's direct and indirect costs as specified by Section 11256 of the Government Code.

5. Costs may be accounted for in a manner, which conforms to the internal accounting, and personnel records currently maintained by the Department. The billings for such costs may be presented in summary form. Detailed records will be retained for audit and verification by City.

6. Any dispute as to the amount of costs incurred by Department in refunding taxes shall be referred to the State Director of Finance for resolution and the Director's decision shall be final.

7. Costs incurred by Department in connection with such refunds shall be billed by Department on or before the 25th day of the second month following the month in which the judgment of a court of the State of California holding City's Ordinance invalid or void becomes final. Thereafter Department shall bill City on or before the 25th of each month for all costs incurred by Department for the preceding calendar month. City shall pay to Department the amount of such costs on or before the last day of the succeeding month and shall pay to Department the total amount of taxes, interest, and penalties refunded or paid to taxpayers, together with Department costs incurred in making those refunds.

CITY OF CAMPBELL CALIFORNIA STATE DEPARTMENT OF

TAX AND FEE ADMINISTRATION

By By
(Signature) Administrator
Local Revenue Branch
Brian Loventhal
(Typed Name) Date: _______________________________

City Manager
(Title)

(Date)

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Attachment: CDTFA Administration Agreement (CDTFA Agreements to Implement Measure K Transactions and Use Tax) City
Council
Report
TITLE: Accept Donation of $1000 from the Early Settler's Reunion Committee for the Campbell Historical Museum & Ainsley House (Resolution/Roll Call Vote)

RECOMMENDED ACTION
That the City Council adopt a resolution to accept a donation of $1,000 from the Early Settler's Reunion Committee for the Campbell Historical Museum and Ainsley House.

BACKGROUND
The Early Settler’s Reunion Committee recently dissolved. Upon doing so the remaining funds were donated to various local groups to support their mission. A donation of $1,000 was made to the City of Campbell with the intention that the funds be used to support the Campbell Historical Museum and Ainsley House.

DISCUSSION
The Early Settler’s Reunion Committee recognizes the importance of preserv ing local history and sharing that history with the community. Upon the dissolution of the Committee, it was decided that a portion of the remaining funds would be donated to support the Museum and Ainsley House.

FISCAL IMPACT
The Museum ’s donation revenue will increase by $1,000. Staff is not requesting a budget adjustment at this time, but will include this increase to revenue in the mid -year budget adjustments for FY 2025 and will also allocate the funds for expenditure in that report if an appropriate use for the funds is identified in FY 2025. Otherwise, the associated funds will be allocated and spent in a future fiscal year(s).

Prepared by:

Item: 7
Category: CONSENT CALENDAR
Meeting Date: December 17, 2024
7 Packet Pg. 71
Natasha Bissell, Recreation and
Community Services Director
Accept Donation of $1000 from the Early Settler's Reunion Committee Page 2 of 2 Approved by:

Brian Loventhal, City Manager
Attachment:
a. Resolution - Early Settler's Donation
7 Packet Pg. 72
RESOLUTION NO. ___________

A RESOLUTION OF THE CITY OF COUNCIL OF THE CITY OF CAMPBELL ACCEPTING A DONATION OF $1,000 FROM THE DISSOLVED EARLY SETTLER’S

REUNION COMMITTEE FOR THE SUPPORT OF THE CAMPBELL HISTORICAL

MUSEUM AND AINSLEY HOUSE
WHEREAS, the Early Settler’s Reunion Committee recently dissolved; and WHEREAS, upon dissolution, the remaining funds from the Early Settler’s Reunion Committee were donated to various local groups to support their mission; and WHEREAS, a donation of $1,000 was made to the City of Campbell with specific intention that the funds be used to support the Campbell Historical Museum and Ainsley House; and
WHEREAS, THE Early Settler’s Reunion Committee recognizes the importance of preserving and sharing local history with the community, and the donation reflects its commitment to supporting local historical preservation efforts; and WHEREAS, the donation will increase the Museum’s revenue by $1,000, further assisting the Museum and Ainsley House in their mission to preserve Campbell’s historical legacy.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Campbell hereby accepts a donation of $1,000 from the Early Settler’s Reunion Committee for the support of the Campbell Historical Museum and Ainsley House.

PASSED AND ADOPTED this ____ day of December, 2024 by the following roll call vote:

AYES: Councilmembers
NOES: Councilmembers
ABSENT: Councilmembers
APPROVED:
________________________
Susan M. Landry, Mayor
ATTEST:
________________________
Andrea Sanders, City Clerk

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Attachment: Resolution - Early Settler's Donation (Accept Donation of $1000 from the Early Settler's Reunion Committee) City
Council
Report
TITLE: Approval of Tract Map No. 10644 Including Acceptance of Public Service Easements Shown on Said Map – 251 Llewellyn Avenue (Resolution/Roll Call Vote)

RECOMMENDED ACTION
That the City Council adopt a resolution approving the Tract Map for Tract No. 10644 and accept the public service easements offered for dedication as shown on the map for the property located at 251 Llewellyn Avenue.

BACKGROUND
On July 16, 2024, the City Council adopted Resolution No. 13187 conditionally approving a Vesting Tentative Subdivision Map (PLN-2023-164) to subdivide an existing parcel in two phases to create a total of 18 single family units, 90 townhome condominium units, and 12 common lots for private streets and open space, including a new private park on the property located at 251 Llewellyn Avenue.

DISCUSSION
This Tract Map is for Phase I of the project and includes 18 single family units, 70 townhome condominium units, and 10 common lots for private streets and open space, including the new private park.

The Tract Map includes the dedication of public service easements necessary to accommodate the approved use of the property. Staff has reviewed the map and found it in compliance with the approved Vesting Tentative Subdivision Map, the Subdivision Map Act, and Title 20 of the Campbell Municipal Code. The attached resolution has been prepared for Council’s consideration for approval of the Tract Map, and acceptance of the public service easements offered on said map.

FISCAL IMPACT
The fiscal impacts associated with this Phase I subdivision include the project generating an estimated annual Property Tax increase of $160,000. Additionally, $1,880,000 in Parkland Dedication In -Lieu fees is anticipated from this phase. The breakdown of the Parkland Dedication In-Lieu fee is as shown in the table below:

Item: 8
Category: CONSENT CALENDAR
Meeting Date: December 17, 2024
8 Packet Pg. 74
Approval of Tract Map No. 10644 Page 2 of 2
Unit Type No. of Units Fee per Unit* Total
Single-Family 18 $27,800 $500,400
Multi-Family 70 $19,720 $1,380,400
Total Parkland Fees $1,880,800
*Rate in effect when SB330 application was filed in FY 22-23 These revenues will be accounted for in the City’s budget once the timing of their payment is known. If in FY 2025, staff will return to Council with a budget adjustment.

If in later fiscal years, the revenues will be incorporated into future budgets.

ALTERNATIVES
Determine that the Tract Map is not consistent with the Tentative Map or applicable codes, and do not approve the Tract Map with the proposed dedications.

Prepared by:

Roger Storz, Senior Civil Engineer
Reviewed by:

Todd Capurso, Director of Public Works
Approved by:

Brian Loventhal, City Manager
Attachment:
a. Resolution
b. 251 Llewellyn Ave Tract Map 10644
8 Packet Pg. 75
RESOLUTION NO. ______________

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CAMPBELL APPROVING THE TRACT MAP FOR TRACT NO. 10644 AND ACCEPTING THE

PUBLIC SERVICE EASEMENTS OFFERED FOR DEDICATION FOR THE PROPERTY LOCATED AT 251 LLEWELLYN AVENUE
WHEREAS, on July 16 , 20 24, the City Council adopted Resolution No. 13187 approving a Vesting Tentative Subdivision Map (PLN-2023-164) for the property located at 251 Llewellyn Avenue; and
WHEREAS, public service easements are necessary to accommodate the approved use of the property and have been offered for dedication on the Tract Map; and WHEREAS, the Tract Map has been prepared, reviewed by staff, and found to be in compliance with the Tentative Map, the Subdivision Map Act and Title 20 of the Campbell Municipal Code.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Campbell that Tract Map 10644 is hereby approved, and the public service easements offered for dedication as shown on said map are hereby accepted in conformity with the terms for which they are offered.

PASSED AND ADOPTED this _______ day of _______, 2024 by the following roll call vote:

AYES: Councilmembers:

NOES: Councilmembers:

ABSENT: Councilmembers:

APPROVED:
____________________________
Susan M. Landry, Mayor
ATTEST:
_______________________________
Andrea Sanders, City Clerk

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Attachment: Resolution (Approval of Tract Map No. 10644) TRACT 10644CivilEngineeringAssociates• •
Winchester BlvdCampbell
Tomas
San
ExpyPayne Ave
Hamilton Ave
Ave
17SITE

VICINITY MAP

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Attachment: 251 Llewellyn Ave Tract Map 10644 (Approval of Tract Map No. 10644)

MAP REFERENCES
TRACT 10644CivilEngineeringAssociates• •

ABBREVIATIONS
LEGEND

NOTESBASIS OF BEARINGS

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Attachment: 251 Llewellyn Ave Tract Map 10644 (Approval of Tract Map No. 10644) SHEET 4
SHEET 5
SHEET 6
TRACT 10644CivilEngineeringAssociates• •

ABBREVIATIONS
LEGEND

NOTESBASIS OF BEARINGS

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Attachment: 251 Llewellyn Ave Tract Map 10644 (Approval of Tract Map No. 10644) TRACT 10644CivilEngineeringAssociates• •

ABBREVIATIONS
LEGEND

NOTESBASIS OF BEARINGS
SEE SHEET 6
SEE SHEET 5

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Attachment: 251 Llewellyn Ave Tract Map 10644 (Approval of Tract Map No. 10644) LINE TABLELINE #BEARINGLENGTHCURVE TABLECURVE #RADIUSDELTALENGTH TRACT 10644CivilEngineeringAssociates• •

ABBREVIATIONS
LEGEND

NOTESBASIS OF BEARINGS
SEE SHEET 6
SEE SHEET 4

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Attachment: 251 Llewellyn Ave Tract Map 10644 (Approval of Tract Map No. 10644) TRACT 10644CivilEngineeringAssociates• •

ABBREVIATIONS
LEGEND
NOTESBASIS OF BEARINGSSEE SHEET 4 SEE SHEET 5

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Attachment: 251 Llewellyn Ave Tract Map 10644 (Approval of Tract Map No. 10644) TRACT 10644CivilEngineeringAssociates• •DETAIL ADETAIL BDETAIL CDETAIL D

DETAIL EDETAIL FDETAIL G

DETAIL H DETAIL I

DETAIL JDETAIL K

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Attachment: 251 Llewellyn Ave Tract Map 10644 (Approval of Tract Map No. 10644) City
Council
Report
TITLE: Resolution Approving a Consultant Services Agreement with ELS Architecture and Urban Design, in an Amount Not to Exceed $170,300, to Provide Architectural and Engineering Design Services for the City Hall Public Counters and Accessibility Enhancements Project (CIP No. 24 -VV), and a 10% Contingency Amount of $17,030 for Potential Design Service Modifications and Their Associated Costs (Resolution/Roll Call Vote)

RECOMMENDED ACTION
That the City Council adopt a resolution: 1) approving a consultant services agreement with ELS Architecture and Urban Design, in an amount not to exceed $170,300, to provide architectural and engineering design services for the City Hall Public Counters and Accessibility Enhancements project (CIP No. 24 -VV); 2) authorizing an additional 10% contingency amount of $17,030, for potential design service modifications and their associated costs; 3) authorizing the Public Works Director to negotiate and execute contract change orders up to and within the allocated contingency amount; and 4) authorizing the City Manager to execute said agreement as specified in Campbell Municipal Code Section 3.20.100.

BACKGROUND
Since its construction in the early 1970s, Campbell City Hall has been home to a variety of departments that have delivered a wide range of municipal services to the community. During this time, the Public Works Department’s Maintenance Division has managed the evaluation, maintenance, and improvements necessary to address the building's structural and mechanical needs. As staffing levels and visitor demands have increased, the City has funded and implemented multiple projects through its Capital Improvement Plan (CIP) to sustain these essential operations and ensure the building’s compliance with the latest safety and accessibility standards.

The City has also applied for and received supplemental funding and resources in support of City Hall improvement efforts. In July 2023, local Assemblymember Marc Berman (D-Menlo Park) secured $500,000 in funding for the City of Campbell through the state’s 2023-2024 budget for improvements to enhance City Hall’s accessibility and ensure its compliance with current Americans with Disabilities Act (ADA) standards.

This funding, administered by the California Natural Resources Agency (State Agency) Item: 9
Category: CONSENT CALENDAR
Meeting Date: December 17, 2024
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Approve a Consultant Services Agreement with ELS Architecture and Urban Design Page 2 of 5 and sourced through the state’s General Fund Specified Grant (FY 2023 -2024) for the Development and Acquisition of Projects, would be distributed in accordance with the terms and conditions of a grant agreement executed between the City and State Agency.

Separately, in June 2024, the City Hall Public Counters and Accessibility Enhancements Project (CIP No. 24 -VV) was approved as a CIP project with the adoption of the City’s annual budget. Upon its approval, $220,000 in American Rescue Plan Act (ARPA) funds were allocated to the project in the CIP for its implementation during FY 2024/25.

Combined with $500,000 in state grant funds, the project would have $720,000 in total available funds for design and construction services. These funds would be used to develop the project’s scope of work and implement ADA compliance upgrades to several public counters located throughout City Hall – focusing on areas with high foot traffic such as Finance, Public Works, Community Development, and the City Manager/City Clerk offices. Additionally, the project will address accessibility challenges in the Council Chambers, specifically issues related to its fixed seating arrangements and access to the Council dais.

On November 6, 2024, the City Council adopted Resolution No. 13222, approving and authorizing the execution of a grant agreement with the California Natural Resources Agency, for the acceptance of $500,000 in funding from the state’s General Fund Specified Grant (FY 2023 -2024) for the Development and Acquisition of Projects, as designated for the City Hall Public Counters and Accessibility Project (CIP No. 24 -VV).

Following the Council’s approval, staff submitted the Project Informational Package to the state and began exploring options to expedite the procurement process for design consultant services. These efforts aimed to ensure the $220,000 in ARPA funds allocated in the CIPR for the project’s design services would be spent or committed for use (via an executed service agreement) before the ARPA program’s expiration on December 31, 2024.

DISCUSSION
During their research, staff identified a 2019 Request for Qualifications (RFQ) issued by the City of San Jose, which resulted in the award (and recent renewal) of a multi -year on-call contract with several design firms for non-essential architectural and engineering services (attachment B). By leveraging the outcome of San Jose’s RFQ process, staff could streamline the City’s Request for Proposals (RFP) process by directly soliciting proposals from qualified firms that have already been vetted and evaluated by the City of San Jose. This approach enables the City to expedite the evaluation process and execute a contract within the schedule constraints of the ARPA program. Additionally, this procurement strategy complies with the RFP requirements of Campbell Municipal Code (CMC) Section 3.20.091 and aligns with the bidding exemptions outlined in CMC Section 3.20.030, subsections (4) and (6), which allow the City to procure specialized services through another agency’s pre-qualification process and/or contract award. 9 Packet Pg. 85
Approve a Consultant Services Agreement with ELS Architecture and Urban Design Page 3 of 5 On November 12, 2024, the City issued a Request for Proposals (RFP) for the City Hall project to the following design firms: Studio G Architects, Anderson Brule Architects, Group 4 Architecture, and ELS Architecture and Urban Design. As specified in the RFP, the consultant would work with City staff to confirm the programming and space needs of the public counters at City Hall and the accessibility of the Council Chambers – including the development of two (2) viable and feasible concept design alternatives for improvements that address programming, deficiencies, and existing building challenges.

Pending approval of the preferred concept design alternative, schematic design and design development documents, the consultant will prepare the construction specifications for the project and provide bid/award and construction administration support services as described under the proposed scope of services. The RFP specified a design services budget of $220,000 and a target project completion date of July 2025, with consultants instructed to submit their proposals by 4:00 pm on Friday, November 22, 2024.

By the submission deadline, the City received proposals from three of the four solicited firms. Staff evaluated the three proposals using the rating system as described in the RFP, while also considering other factors such as proposed fees and contract terms.

Based on those results, ELS Architecture and Urban Design (ELS) scored the highest point total on the rating system. In addition, ELS proposed a total base fee of $167,800, plus a $2,500 reimbursable fee, for a total contract amount of $170,300 – a figure that falls within the project’s $220,000 budget for design services (attachment C).

Furthermore, their proposal included options to accelerate the project schedule if necessary and offered competitive rates consistent with industry standards for renovation projects of similar scale and complexity.

NEXT STEPS
Staff is requesting that the City Council approve a consultant services agreement with ELS Architecture and Urban Design, in an amount not to exceed $170,300, to provide architectural and engineering design services for the City Hall Public Counters and Accessibility Enhancements project (CIP No. 24 -VV). Staff’s recommendation is based on the results of an RFP process conducted in accordance with Campbell Municipal Code (CMC) Section 3.20.091, and bidding exemptions outlined in CMC Section

3.20.030, subsections (4) and (6), for the procurement of specialized services as leveraged through the City of San Jose’s RFQ process and subsequent on -call contract award to qualified design firms for non -essential architectural and engineering services.

Additionally, staff requests that the City Council authorize a 10% contingency amount of $17,030 for potential design service modifications and authorize the Public Works Director to negotiate and execute contract change orders up to and within this allocated contingency amount.

Lastly, staff requests that the City Council authorize the City Manager to execute said agreement as specified in Campbell Municipal Code Section 3.20.100. Pending this authorization, staff will incorporate the applicable details into the City’s Consultant Services Agreement (attachment D) and prepare a final copy to be reviewed and executed by all parties. Upon execution, staff will issue the consultant a notice to 9 Packet Pg. 86
Approve a Consultant Services Agreement with ELS Architecture and Urban Design Page 4 of 5 proceed specifying the date o f service commencement and as sist with coordination efforts as needed throughout those terms.

FISCAL IMPACT
This action will result in a fiscal impact of approximately $187,330 in FY 2025.

This amount includes ELS’s proposed base fees and reimbursable expenses totaling $170,300, as well as a 10% contingency of $17,030 for potential service modifications during the design phase. Sufficient funds are available to cover these costs, as $220,000 in ARPA funds have already been allocated to the project in the City’s approved CIP budget. The commitment of these funds will be documented in the executed agreement, in accordance with ARPA’s terms of use.

ALTERNATIVES

1. Do not approve and authorize the execution of a consultant services agreement with ELS Architecture and Urban Design to provide design services for the City Hall Public Counters and Accessibility Enhancements Project (CIP No. 24-VV).

2. Provide alternative direction to staff.

Prepared by:

Carina Shattuck, Administrative Analyst I
Reviewed by:

Todd Capurso, Director of Public Works
Approved by:

Brian Loventhal, City Manager
Attachment:
a. Resolution
9 Packet Pg. 87
Approve a Consultant Services Agreement with ELS Architecture and Urban Design Page 5 of 5 b. City of San Jose On-Call Contract & RFQ for Design Services c. ELS Fee Proposal & Statement of Qualifications
d. Consultant Services Agreement (Sample)
9 Packet Pg. 88
RESOLUTION NO.

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF CAMPBELL: 1) APPROVING A

CONSULTANT SERVICES AGREEMENT WITH ELS ARCHITECTURE AND URBAN DESIGN, IN AN AMOUNT NOT TO EXCEED $170,300, TO PROVIDE ARCHITECTURAL AND

ENGINEERING DESIGN SERVICES FOR THE CITY HALL PUBLIC COUNTERS AND ACCESSIBILITY ENHANCEMENTS PROJECT (CIP NO. 24-VV); 2) APPROVING AN ADDITIONAL 10% CONTINGENCY AMOUNT OF $17,030, FOR POTENTIAL DESIGN SERVICE MODIFICATIONS AND THEIR ASSOCIATED COSTS; 3) AUTHORIZING THE

PUBLIC WORKS DIRECTOR TO NEGOTIATE AND EXECUTE CONTRACT CHANGE ORDERS UP TO AND WITHIN THE ALLOCATED CONTINGENCY AMOUNT; AND 4)

AUTHORIZING THE CITY MANAGER TO EXECUTE SAID AGREEMENT AS SPECIFIED IN CAMPBELL MUNICIPAL CODE SECTION 3.20.100 (RESOLUTION/CONSENT) WHEREAS, since Campbell City Hall was constructed in the early 1970s, the City has implemented and funded several projects through its Capital Improvement Plan (CIP) to sustain the building’s essential operations and address its structural and mechanical needs; and WHEREAS, in July 2023, local Assemblymember Marc Berman (D-Menlo Park) secured $500,000 in funding for the City of Campbell through the state’s 2023-2024 budget for City Hall improvements to ensure compliance with the latest Americans with Disabilities Act (ADA) standards; and WHEREAS, in June 2024, the City Hall Public Counters and Accessibility Enhancements Project (CIP No. 24 -VV) was approved as a CIP project – with $220,000 in American Rescue Plan Act (ARPA) funds allocated to the project in the CIPR for implementation during FY 2024/25; and WHEREAS, on November 6, 2024, the City Council adopted Resolution No. 13222, approving and authorizing the execution of a grant agreement with the California Natural Resources Agency, to accept $500,000 in state grant funding intended for the project’s construction costs; and WHEREAS, following Council’s a pproval, staff began exploring options to expedite the procurement of a qualified design consultant – with efforts aimed to ensure the $220,000 in ARPA funds allocated for the project’s design services would be spent or committed for use (via an executed service agreement) before the ARPA program expires on December 31, 2024; and WHEREAS, staff identified a 2019 Request for Qualifications (RFQ) issued by the City of San Jose, and their subsequent award of a multi-year on-call contract with qualified design firms, as a timely approach that enables the City to expedite the R equest for Proposals (RFP) evaluation process and execute a contract within the schedule constraints of the ARPA program; and WHEREAS, this strategy complies with the RFP requirements of Campbell Municipal Code (CMC) Section 3.20.091 and aligns with the bidding exemptions of CMC Section 3.20.030, subsections (4) and (6), for the procurement of specialized services as leveraged through another agency’s pre-qualification process and/or contract award; and
WHEREAS, on November 12, 2024, the City issued a Request for Proposals (RFP ) for the City Hall Accessibility project to the following design firms: Studio G Architects, Anderson Brule Architects, Group 4 Architecture, and ELS Architecture and Urban Design; and

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Attachment: Resolution (Approve a Consultant Services Agreement with ELS Architecture and Urban Design) WHEREAS, the City received proposals from three of the four firms solicited, with staff evaluating the proposals using the rating system described in the RFP while considering other factors such as proposed fees and contract terms; and
WHEREAS, based on those results, ELS Architecture and Urban Design (ELS) scored the highest, proposing a total contract amount of $170,300 with options to accelerate the project ’s schedule if necessary and competitive rates consistent with industry standards for similar projects; and WHEREAS, staff requests that the City Council approve a consultant services agreement with ELS, in an amount not to exceed $170,300, to provide design services for the City Hall Accessibility project, and authorize a 10% contingency of $17,030 for potential design service modifications , with authorization for the Public Works Director to negotiate and execute contract change orders up to and within this allocated contingency amount; and WHEREAS, with a total of approximately $187,330 in design related costs, sufficient funds are available to cover these expenses as reflected in the $220,000 in ARPA funds allocated to the project in the City’s approved CIP budget; and
WHEREAS, the commitment o f these fund s will be documented in an executed agreement per ARPA’s terms of use; and
WHEREAS, staff requests authorization the City Manager to execute said agreement as specified in Campbell Municipal Code Section 3.20.100.

NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Campbell hereby 1) approves a consultant services agreement with ELS Architecture and Urban Design, in an amount not to exceed $170,300, to provide architectural and engineering design services for the City Hall Public Counters and Accessibility Enhancements project (CIP No. 24-VV); 2) approves an additional 10% contingency amount of $17,030 for potential design service modifications and their associated costs; 3) authorizes the Public Works Director to negotiate and execute contract change orders up to and within the allocated contingency amount; and 4) authorizes the City Manager to execute said agreement as specified in Campbell Municipal Code Section 3.20.100.

PASSED AND ADOPTED this 17th day of December, 2024, by the following roll call vote:

AYES: Councilmembers:

NOES: Councilmembers:

ABSENT: Councilmembers:

APPROVED:
_________________________________
Susan M. Landry, Mayor
ATTEST:
___________________________
Andrea Sanders, City Clerk

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Attachment: Resolution (Approve a Consultant Services Agreement with ELS Architecture and Urban Design) NVF:DEY:DJF
9/4/2024
T-37009.005\ 20240917_0214res_FINAL 1
Council Agenda: 10-17-2024
Item No.: 2.14
RESOLUTION NO. RES2024-325
A RES

OLUTION OF THE COUNCIL OF THE CITY OF SAN

JOSE AUTHORIZING THE CITY MANAGER OR THEIR

DESIGNEE TO NEGOTIATE AND EXECUTE

AMENDMENTS TO THE MASTER AGREEMENTS FOR

CONSULTANT SERVICES WITH ANDERSON BRULE
ARCHITECTS, INC. (CPMS CONTRACT NO. 9031 -A),
STUDIO G ARCHITECTS, INC. (CPMS CONTRACT NO.
9031-B), GROUP 4 ARCHITECTURE, RESEARCH AND
PLANNING INC. (CPMS CONTRACT NO. 9031 -C), AND
ELS ARCHITECTURE AND URBAN DESIGN (CPMS NO.
9031-D), EXTENDING THE OF EACH CONTRACT BY UP

TO THREE YEARS AND INCREASING THE TOTAL

MAXIMUM COMPENSATION LIMITS FOR EACH

CONTRACT BY VARIOUS AMOUNTS NOT -TO-EXCEED
$500,000 EACH
WHE
REAS, the City of San José (“City”) City Council desires to adopt this resolution for the reasons set forth in the memorandum, dated September 5, 2024, from the Director of Public Works, Matt Loesch, for the September 17, 2024, City Council meeting (“Memorandum”); and
WHE
REAS, the City desires to negotiate and execute amendments to the Master Agreements for consultant services with Anderson Brule Architects, Inc. (CPMS Contract No. 9031-A), Studio G Architects, Inc. (CPMS Contract No. 9031-B), Group 4 Architecture, Research and Planning Inc. (CPMS Contract No. 9031-C), and ELS Architecture and Urban Design (CPMS No. 9031-D); and
NOW
, THEREFORE, BE IT RESOLVED BY THE COUNCIL OF THE CITY OF SAN JOSE THAT:

The C
ity Manager or their designee is hereby authorized to negotiate and execute amendments to the Master Agreements for consultant services with:

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Attachment: City of San Jose On-Call Contract & RFQ for Design Services (Approve a Consultant Services Agreement with ELS Architecture NVF:DEY:DJF RES. NO. RES2024-325
9/4/2024
T-37009.005\ 20240917_0214res_FINAL 2
Council Agenda: 10-17-2024
Item No.: 2.14
A. Anderson Brule Architects, Inc. (CPMS Contract No. 9031-A), B. Studio G Architects, Inc. (CPMS Contract No. 9031-B), C. Group 4 Architecture, Research and Planning Inc. (CPMS Contract No. 9031-C), and
D. ELS Architecture and Urban Design (CPMS No. 9031-D)
ext
ending the term of each contract by up to three years and increasing the total maximum compensation limits for each contract by various amounts up to $500,000.

ADOPTED this 17th day of September, 2024, by the following vote:

AYES: BATRA, CANDELAS, DAVIS, DOAN, FOLEY, JIMENEZ,
ORTIZ, TORRES, KAMEI, MAHAN.

NOES: NONE.

ABSENT: COHEN.

DISQUALIFIED: NONE.

MATT MAHAN
Mayor
ATTEST:

TONI J. TABER, MMC
City Clerk

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Attachment: City of San Jose On-Call Contract & RFQ for Design Services (Approve a Consultant Services Agreement with ELS Architecture

2.14 Amendments to Consultant Master Agreements for Architectural Services for Non- Essential City Facilities Projects.

Recommendation:

Adopt a resolution authorizing the City Manager or her designee to negotiate and execute amendments to the existing Master Agreements for consultant services with Anderson Brule Architects, Inc. (CPMS Contract No. 9031-A), Studio G Architects, Inc. (CPMS Contract No. 9031-B), Group 4 Architecture, Research and Planning, Inc. (CPMS Contract No. 9031-C), and ELS Architecture and Urban Design (CPMS Contract No. 9031-D), extending the term of each contract by up to three years and increasing the total maximum compensation limit for each contract by various amounts up to $500,000 each.

CEQA: Not a Project, File No. PP17-003, Agreements/Contracts (New or Amended) resulting in no physical changes to the environment. (Public Works)

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Attachment: City of San Jose On-Call Contract & RFQ for Design Services (Approve a Consultant Services Agreement with ELS Architecture

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Attachment: City of San Jose On-Call Contract & RFQ for Design Services (Approve a Consultant Services Agreement with ELS Architecture

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Attachment: City of San Jose On-Call Contract & RFQ for Design Services (Approve a Consultant Services Agreement with ELS Architecture

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Attachment: City of San Jose On-Call Contract & RFQ for Design Services (Approve a Consultant Services Agreement with ELS Architecture

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Attachment: City of San Jose On-Call Contract & RFQ for Design Services (Approve a Consultant Services Agreement with ELS Architecture

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Attachment: City of San Jose On-Call Contract & RFQ for Design Services (Approve a Consultant Services Agreement with ELS Architecture

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Attachment: City of San Jose On-Call Contract & RFQ for Design Services (Approve a Consultant Services Agreement with ELS Architecture

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Attachment: City of San Jose On-Call Contract & RFQ for Design Services (Approve a Consultant Services Agreement with ELS Architecture

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Attachment: City of San Jose On-Call Contract & RFQ for Design Services (Approve a Consultant Services Agreement with ELS Architecture

SAN MATEO CITYWIDE FACILITIES CONDITION ASSESSMENTS
Fee Proposal
City Hall ADA
Improvements
Plan

CITY OF CAMPBELL
November 22, 2024

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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban Fee Proposal
This fee proposal is provided in conjunction with the ELS response to the City of Campbell RFP requesting design
services for accessibility upgrades to specific locations in City Hall. The ELS team is prepared to start immediately upon selection and looks forward to working with the
City team to refine the budget as needed to meet your
expectations of cost and scope. Please do not hesitate
to contact the ELS Principal in Charge, David Masenten
via email at [email protected] or by phone at
510.734.6143.

BASE SERVICES
In the table above the ELS team has included their base fees for the scope described in the main proposal. We will work with City staff to schedule the site visits and work to minimize overall disruption of city services. The proposed total fee can be charged either as a lump sum or hourly depending on the City’s preference. These fees do not
include reimbursable expenses. All ELS billing rates can be found on the next page.

REIMBURSABLES
ELS requests a reimbursable fee of $2,500 for this project, which is in addition to the fee total below.

EXCLUSIONS
The following services are excluded from this proposal:

1. Geotechnical analysis and soils report.

2. Hazardous material analysis and/or mitigation
processes.

3. Design for renovations beyond the scope in this
proposal.

4. Preparing value engineering and scope reductions to
the list of improvements and/or assessments if budget
is modified by 15% or over after notice to proceed with Cost Estimating Phase.

POTENTIAL ADDITIONAL SERVICES
(EXCLUSIONS)
The following service is excluded from this proposal but can be provided as an Additional Service:

1. Professional renderings above and beyond 3D model
views.

2. Development of a LEED scorecard or preparation of
LEED materials.

3. Design for any modifications to the heating, ventilation and air conditioning systems.

4. Title 24 compliance documents.

5. Structural design is assumed as not needed to complete the scope of work. If the city decision process results in changes to the building’s structural system, ELS can provide engineering as an additional service.

Campbell City Hall ADA Improvements
November 21, 2024
Task A‐B Task C‐E Task F Task G
Design Team Programing/
Concept
Construction
Documents Bid/Permit Construction
Administration
Total
(LS)
Duration (Weeks) 3 84 8 23
ELS 43,200$ 84,400$ 16,960$ 31,600$ 159,200$ Sub Consultants
Electrical/LV - RIJA 1,800$ 4,800$ 400$ 1,600$ 8,600$ Team Contract Base Fee Total 45,000$ 89,200$ 17,360$ 33,200$ 167,800$ City Hall ADA Improvements Plan elsarch.com | 2

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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban

RATE AND EXPENSE SCHEDULE FOR ELS

HOURLY BILLING RATES BY CLASSIFICATION
Principals $ 225.00–300.00
Associate Principals $ 175.00–225.00
Associates $ 160.00–180.00
Professional Staff $ 90.00–160.00
Technical/Support Staff $ 85.00–160.00
Rates are subject to revision on January 1st of each year in accordance with cost of living adjustments. Individual billing rates and/or classifications may change during
the year to reflect a change in status and/or merit salary adjustments.

REIMBURSABLE EXPENSES
Reimbursable expenses shall be billed at cost and shall include actual expenditures made in the interest of the project, in the following categories:

1. Outside consultants

2. Expense of transportation and living expenses in
connection with out-of-town travel, as authorized
by the Client (international flights shall be business
class)

3. Reproduction and photography

4. Postage, shipping, and delivery

5. Fees paid for securing approval of authorities having jurisdiction over the project

6. Professional renderings and models as requested by
the Client

MISCELLANEOUS PROVISIONS
Invoices will be submitted monthly and are due upon
receipt. Invoices more than 60 days overdue will be subject to a handling charge of 1.5 percent per month. If the Owner fails to make payment when due, the Architect may, at
its option, upon seven days written notice to the Owner, suspend performance of services.

Architect’s services may be terminated by either
party upon seven days’ written notice. In the event of
termination that is not the fault of the Architect, the Architect shall be compensated for services performed
and expenses incurred prior to termination.

Unless otherwise provided, the Architect and its
Consultants shall have no responsibility for the discovery, presences, handling, removal or disposal of, or exposure of persons to, hazardous materials in any form at the
Project site, including but not limited to asbestos, asbestos products, polychlorinated biphenyl (PCB), or other toxic substances.

City Hall ADA Improvements Plan elsarch.com | 3

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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban elsarch.com
BERKELEY | 510.549.2929
2040 Addison Street
Berkeley, CA 94704
SAN DIEGO | 619.919.0620
3131 Camino Del Rio N, Ste 1030
San Diego, CA 92108
SACRAMENTO | 916.301.4411
800 Howe Avenue, Ste 330
Sacramento, CA 95825
LOS ANGELES | 213.348.1155
950 S. Grand Avenue, Ste 400
Los Angeles, CA 90015

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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban Statement of Qualifi cations
City Hall ADA
Improvements
Plan

CITY OF CAMPBELL
November 22, 2024

CAMPBELL CITY HALL ADA IMPROVEMENTS

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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban

TABLE OF CONTENTS
A. + Cover Letter
B. + General Qualifications
C. + Key Staff
D. + Project Specific Approach
and Methodology
E. + References
(Please see separate fee proposal)

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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban + cover letter
a
Lisser Hall Historic Renovation and ADA Improvements | Oakland, CA A. + Cover Letter

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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban November 22, 2024
Francisco Castellanos, Sr.

Project Manager
City of Campbell
[email protected]
SUBJECT: RFP for Campbell City Hall ADA Improvements
Dear Francisco,
Thank you for reaching out to me about these important upgrades to Campbell City Hall. I appreciate the opportunity to continue our collaboration on municipal projects in the South Bay. We are pleased to submit this proposal for professional architectural design services.

Visiting a city hall is a primary way to interact with local government. In Campbell, these accessibility improvements are critical to the city’s mission of serving all citizens, regardless of physical ability.

With a Certified Access Specialist (CASp) on staff, ELS is ready and eager to explore how a careful application of accessible design principles will improve site access and optimize the administrative functions of public counters and council chambers. We combine our CASp experience with an in-house team overseeing preservation and rehabilitation.

At ELS, our approach to excellent service is based on 57 years of collaboration with local governments.

Our process is based on creative planning and realistic, budget-conscious problem solving. Because good communication is essential to the success of every project, we hope to begin our work with a period of engagement, collecting relevant input and points of concern from city staff and people who visit the site. This early effort will help us identify future needs for a comprehensive picture of how our work will fit within your vision, scheduling, and budget.

Our primary goal for this work is to approach the building with sensitivity so that the accessible upgrades strike a balance between upholding the building’s character-defining features and inserting necessary upgrades invisibly or with delicate presence. Our collaborative effort will focus on optimizing circulation through the removal of barriers and locating creative new efficiencies. We will work on an efficient timeline that uses construction sequencing and phasing to allow the public and city staff to fulfill their tasks with minimal obstructions and as little downtime as possible.

The design process for any community-oriented building is at its strongest when certain project elements are reached through consensus-based decision making. This outlook is best demonstrated by our recent municipal centers for the cities of Millbrae, San Mateo, Redwood City and Mountain View. With your team, we hope to identify how we can best serve your staff and the citizens of Campbell.

I hope to work with you again after our successful collaboration in San Jose. I appreciate your familiarity with ELS’ practical approach to design and project delivery, and we would be honored to contribute to the accessible renovation of this important place. We are willing to enter into a contract under the terms and conditions of the RFP and the standard contract terms in Attachment 1. This proposal is valid for 90 calendar days from November 22, 2024. I am authorized to represent ELS and will be the point of contact for the RFP review process. If you require any additional information, please reach out via email at [email protected], or by phone at 510.734.6143.

Sincerely,
David Masenten, AIA, LEED AP BD+C, Principal in Charge
ELS Architecture and Urban Design
BERKELEY | LOS ANGELES | SACRAMENTO | SAN DIEGO elsarch.com 2040 Addison Street, Berkeley, CA 94704 510.549.2929

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qualifications
b
Old Administration Building Historic Renovation and ADA Improvements | Fresno, CA B. + General Qualifications

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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban General Qualifications
Founded in 1967 and headquartered in Berkeley, California, ELS Architecture and Urban Design is an award-winning
architectural practice with a 57-year tradition in design for the public realm. Our firm is a privately held C Corporation registered in California, governed by a board of directors comprising five of the firm’s senior design leaders. We have not experienced a material change in organizational structure, ownership, or management during the past
three years.

The firm focuses on civic, municipal, historic renovation, wellness, recreational, community, educational,
adaptive reuse, urban design, retail, and mixed-use
projects. Our team of 40+ staff members provides
complete architectural services from master planning,
programming, and conceptual design through construction administration. Our work also includes site analysis,
interior design, integrated sustainable design, LEED and WELL certification, and community outreach. ELS has
been honored with nearly 200 design awards with projects recognized by the California Parks and Recreation Society, California Preservation Foundation, The National Trust
for Historic Preservation, and AIA California and local chapters. The firm was a recipient of the prestigious AIA California Council Firm Award and has been included in
the Architect 50 for many consecutive years. ELS is also regularly included in Architectural Record’s Top 300
Architecture Firms.

We bring nearly 60 years of experience working with
municipalities across California on both existing and
new buildings, as well as our technical understanding of ground-up building design and construction. Our firm’s
impact extends across all nine counties of the Bay Area, where we have relevant experience with at least 25
municipalities. Our portfolio includes Bay Area civic design engagements involving cities similar to Campbell including South San Francisco, Millbrae, Half Moon Bay, Redwood
City, Menlo Park, Sunnyvale, Mountain View, San Jose,
Morgan Hill, Berkeley, Oakland, Piedmont, Newark, Dublin, Pleasanton, Brentwood, Elk Grove, and Tracy.

Our design approach unites analytical strength with
creative expertise in collaboration, physical planning, building design and sustainability efforts tailored to
their context. Most recently, we have been working with municipal clients, such as the cities of Berkeley and San Mateo, to help them update their physical facilities in ways that respond to the rapidly changing environment
for office work and sustainable operations. Projects like these often involve major improvements to accessibility, especially for renovation projects. As part of our
commitment to the spirit and principles of universal and equitable design, we seek to provide equal access for all individuals using our facilities, and we support the efforts of clients who seek to make their spaces more inclusive.

As a nationally recognized architecture firm, ELS brings to Campbell decades of award-winning invaluable expertise
with the convenience of local knowledge and resources.

Minority-owned and certified as both a State of California Small Business and a California Green Business, we
are committed to making a strong contribution to our
community. With a Certified Access Specialist (CASp)
and a WELL-accredited professional on our staff, we are committed to applying the principles of universal design and WELL-oriented building design to each of our projects, all so that we can better serve the diverse needs of the Bay Area’s communities.

Our interest in sustainable design and planning informs our architectural solutions and ensures that sustainability is more than merely a check mark in the process; rather, it is a significant design goal that shapes our creative process. ELS initiates each project with the belief that environmentally sensitive design results in quality projects that bring long-term benefits. We integrate holistic thinking into our planning process, with the understanding that
building, circulation, and connectivity all play a role in supporting one another and in long-term resilience.

Please see the following pages for relevant examples of our work with public agencies similar to yours.

Campbell City Hall ADA Improvements elsarch.com | 6

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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban ELS has been working with the City of Berkeley for over two decades, beginning with the landmark Civic Center
renovation. Since 2013, we have been providing on-call
design services on a variety of buildings, facilities, and parks under an on-call contract that includes accessibility studies, facility assessments, historic rehabilitation, and full design services. Projects include accessibility upgrades, offi ce renovations, care and shelter facilities, fi re stations, all-electric mechanical system updates, Zero Net Energy and seismic retrofi ts, envelope improvements, playgrounds, and public restrooms, as follows: Rose Garden Pergola & Accessibility Improvements ($3M); Fire Station #2 ($900K); Fire Station #6 ($800K); John Hinkel Park Playground and Amphitheater ($1.3M); South Berkeley Senior Center ($1M); James Kenney Community Center ($2M); Willard Park
Clubhouse ($6M); Live Oak Park Community Center ($6M);
Mental Health Services ZNE Renovation ($5.5M); San Pablo Park Restrooms ($700K); Scout Hut Concept Study (cost
TBD); Telegraph-Channing Parking Garage Improvements
($2.5M).

Rose Garden Pergola & Accessibility Improvements
Willard Park Clubhouse
Mental Health Services Offi ces (ZNE Renovation)
1 On-Call Architectural Services
CITY OF BERKELEY | BERKELEY, CA
Campbell City Hall ADA Improvements elsarch.com | 7

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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban ELS is working with the City of San Mateo on ways to reshape the City Hall’s interior plan so that there is enough space to move Public Works offi ces back into the building. The existing City Hall offi ce layout has seen numerous minor changes over time, leading to an ineffi cient, outdated workplace. In addition, changes in post-Covid work patterns have compelled the City to explore better uses of the space for workers that come to the offi ce every day.

ELS started the design process by meeting with each
City department to hear staff needs and anticipated
workforce growth over the next decade. We followed
these meetings with a tour of the space to identify and understand existing issues with storage, sound mitigation, layout, and adjacencies. With these concepts in mind, we then prepared a series of space plan options that respond directly to how employees and the public use City Hall.

Our plan also carves out new space through improved
effi ciencies that will benefi t the Public Works Department when its lease in an adjacent building ends. The plan
includes ADA improvements.
2 City Hall Space Planning and Offi ce Relocation
CITY OF SAN MATEO | SAN MATEO, CA
Campbell City Hall ADA Improvements elsarch.com | 8

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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban ELS has held a fi ve-year on-call contract with the City of San Jose since 2019, building upon a prior 25-year
relationship. The projects refl ect a variety of scales, from building renovations to feasibility and urban design studies.

Our renovations for the San Jose Civic Auditorium and
Montgomery Theatre included accessibility improvements, a seismic upgrade, new toilet rooms, concessions, a lounge area, and new seating and theatrical systems.

Other projects include a site assessment and
accessible path improvements for the Police Action
League Stadium, and urban design test fi t studies for a confi dential real estate project in downtown San Jose. ELS has also designed two emergency interim housing facilities for the city. For Evans Lane, ELS provided design-build criteria documents. For Guadalupe Interim Housing, ELS
provided full design services for the 60-bed facility that now provides housing, shared kitchen and community
spaces, laundry, and counseling services.

San Jose Civic and Montgomery Theatre
Emergency Housing Lot Evans Lane
Montgomery Theater
3 On-Call Architectural Services
CITY OF SAN JOSE | SAN JOSE, CA
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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban This cultural arts center, located in downtown Oakland, includes multiple performance spaces, classrooms,
recording studios, a 300-seat theater, associated control rooms, and three fl oors of residential units. The historic, facility serves the local musical and performing arts
community.

ELS is leading a feasibility study to analyze and envision the complete renewal of this six-story, 81,000 sf structure.

Documentation efforts include a 3D laser scan of the
entire building and the creation of a BIM model to assist with future planning efforts. The outreach assessment
includes engagement with local arts stakeholders
(including community members, city staff, and political representatives) to preserve and restore this city-
designated historic landmark. The project includes ADA
improvements.
4 Malonga Casquelourd Center for the Arts
CITY OF OAKLAND | OAKLAND, CA
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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban ELS rehabilitated four 175-seat theater-style lecture rooms for the University of California, San Francisco, paying special attention to updated standards for accessibility.

Originally constructed in 1962, the rooms are the most
used lecture spaces on the dense Parnassus Campus.

Our improvements helped the space meet contemporary
teaching requirements. The scope included acoustic and
technical upgrades, refurbished seats and new fi nishes. 5 Health Sciences West Assembly Space Improvements
UC SAN FRANCISCO | SAN FRANCISCO, CA
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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban ELS’ seismic upgrade and renovation of the City of
Berkeley’s historic 1940 Farm Credit Administration
building provided the city council and city departments new light-fi lled, open-plan offi ces. The base-isolated structure can move 30 inches in any direction. Concrete shear walls frame generous work bays, while interior glass partitions share light and views from west and east end conference rooms. As part of our effort to improve the
building's accessibility, we introduced a new ramp and
lift serving the main eastern entrance; a new exterior
elevator also provides access from Civic Center Park to the courtyard entrance six feet above grade. All public areas within the building were reconfi gured to meet or exceed California Title 24 requirements. Energy-effi cient features include operable windows, photosensors, ceiling fans, exposed concrete structure for thermal mass, and
central airshafts for natural ventilation. The building received a Savings by Design Honor Award for integration of energy effi ciency, green materials, intelligent design, as well as design awards from AIA California and California Preservation Foundation.
6 Martin Luther King, Jr. Civic Center Renovation
CITY OF BERKELEY | BERKELEY, CA
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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban The Historic Administration Building, a national landmark originally constructed in 1916, has been given new life as the iconic center of the Fresno City College campus. The ELS-led programming effort repurposed this 110,000-sf
building, unused for thirty years, into a state-of-the-art education facility, a 660-seat performance and teaching auditorium, classrooms, faculty/staff offi ces, and shared community space.

While honoring the character-defi ning features of each space, ELS worked closely with DSA, the California Seismic Safety Commission, and the Fresno Historic Preservation Commission on ways to bring the site up to contemporary standards for accessibility and structural soundness. This project received awards from the Society for College
University and Planning, the Community College Facility Association, state and local chapters of the American
Institute of Architects, the National Trust for Historic Preservation, and the California Preservation Foundation. 7 Old Administration Building
FRESNO CITY COLLEGE | FRESNO, CA
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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban The City of Pleasanton’s historic 1929 Firehouse One has been completely renovated and transformed into an
expanded arts center featuring a state-of-the-art fl exible 230-seat theater, a fi ne arts gallery, full classrooms, a grand lobby and offi ce space. A landmark for theater and visual arts, the 17,000 sf facility creates a strong pedestrian connection from Main Street to the expanded nearby park; to support accessibility throughout the site and inside the building, we worked to ensure that all circulation takes place across a consistently level grade. The center was designed with sustainable design strategies equivalent to a LEED Silver rating. The project was recognized by the California Park & Recreation Society with an Award of
Excellence.
8 Firehouse Art Center
CITY OF PLEASANTON | PLEASANTON, CA
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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban + key staff
c
UCSF Health Sciences West Assembly Space Improvements | San Francisco, CA C. + Key Staff

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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban Key Staff

CONSULTANTS
ELS Firm Diversity + JUST Organization: ELS is a minority-owned business; our ownership includes both minority and women partners as well as management at senior levels. ELS is the very ﬁ rst organization in California to be named a JUST 2.0 organization by the International Living Future Institute; the JUST label represents our commitment to social equity, transparency, and diversity in our practice. With our diverse staff of designers, we are committed to diversity in our business practices particularly as it reﬂ ects the communities that we serve.

City of Campbell
Steven R. Winkel

FAIA, PE, CASP
Building Code & Accessibility Consultant
Steven R Winkel
Ray A. Juachon
PE
Electrical Engineer
Rija
Angelo Razo
RA
Project Architect
Architect
Jeffrey Zieba
AIA, CASp, LEED AP
Accessibility Specialist
Principal
David Masenten
AIA, LEED AP BD+C
Principal in Charge
Principal
Lauren Wynveen
AIA
Project Manager
Associate Principal
Please see resumes on the
following pages for more
information on abilities,
qualifications, and experience
of key staff.

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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban David Masenten, AIA, LEED AP BD+C

PRINCIPAL IN CHARGE
David is a Principal at ELS, directing the fi rm’s Mixed-Use Practice. He manages the fi rm’s on-call contracts for a number of major cities including San Jose, Berkeley, and Oakland, and performs ongoing work at Mills College at Northeastern University. The diversity of his portfolio affords David deep familiarity with renovation practices on a wide range of existing building projects, from workplace renovations to fi re station remodels, emergen- cy housing, parking structures, and ADA improvements.

David directs ELS’ Mixed-Use practice where he focuses on designing projects that focus on pedestrian-scaled environmental placemaking. His work tends to occur at the inter- section of public institutions and private developers, identifying scenarios that benefi t all parties while meeting important client goals. His masterplans have required creating strategies for community engagement, developing long-term economic planning sce- narios, and managing lengthy and challenging approvals processes. Prior to joining ELS, David worked on historic renovations of mill complexes and municipal buildings in Boston; he followed that by spending seven years designing cities in China while working in San Francisco.

EDUCATION
Masters in City Planning,
Massachusetts Institute of
Technology
BFA, B.Arch, Rhode Island
School of Design

PROFESSIONAL

REGISTRATION
CA Architect C 29921

AFFILIATIONS/

ACHIEVEMENTS
Member, SPUR
Member, ICSC
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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban Jeff Zieba, AIA, CASp, LEED AP

ACCESSIBILITY SPECIALIST
Jeffrey Zieba is a Principal at ELS. Since joining the fi rm in 1987, he has worked on a wide variety of project types and scales encompassing all aspects of the design and production process. Over the last twenty years, Jeff has concentrated his efforts on public assem- bly, performing arts, and live-entertainment venues for civic, educational, non-profi t, and commercial clients. The expertise he has developed in this area has led to his in- volvement in feasibility studies, programming, and conceptual design efforts for a wide range of assembly/performance venues, small and large. His interest in the challenging issues surrounding accessibility in assembly venues has led him to become CASp-certi- fi ed. He worked with the City of Berkeley on upgrading how people experience the city’s renowned Rose Garden, with attention paid to the site’s accessible circulation. Jeff is cur- rently principal-in-charge on the John L. Carter Park Amphitheater project for the City of Half Moon Bay. He also worked with the City of San Jose on the renovation of the historic California Theatre. Other notable, award-winning projects include the Microsoft Theater at L.A. Live in downtown Los Angeles and the adaptive reuse and historic renovation of the Oakland Fox Theater.

Jeff is an expert in CAD, BIM, and graphic software for conceptualization, modeling, presentation, and production. He uses his skills extensively for design exploration and presentation throughout all project phases. He has led the effort in the development and continuing education of offi ce CAD and BIM uses, procedures, and standards. Jeff has served on the Career and Technical Education Advisory Committee for the Berkeley City College Multimedia Arts Department’s Imaging Program.

EDUCATION
University of Minnesota
Institute of Technology and
School of Architecture

PROFESSIONAL

REGISTRATION
California Architect
License C 22404
California Certifi ed Access
Specialist (CASp)

AFFILIATIONS/

ACHIEVEMENTS
Career and Technical
Education Advisory
Committee, Berkeley City
College Multimedia Arts
Department’s Imaging
Program
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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban Lauren Wynveen, AIA

PROJECT MANAGER
Lauren is an Associate Principal at ELS. Since joining ELS in 2013, Lauren has led project teams on a variety of projects, including civic, educational, historic, mixed-use, plan- ning, and retail centers, and has experience in residential building design as well. Lauren strongly believes that good, thoughtful design can substantially improve the environment.

Lauren is an accomplished designer who considers her client fi rst, listening carefully to their voice and values. She then synthesizes the information quickly into plan options and 3D visualizations for client review and input. Lauren works at many phases of the design process, including feasibility studies and master planning, bringing her creative talents in both conceptual and technical phases to a variety of projects.

Lauren has worked closely with city offi cials in San Jose, San Mateo, Dublin, Millbrae, and Larkspur, among others. She has worked directly with city offi cials, consultants, and members of the community to help craft inclusive visions for the future of California cities including Newark and Dublin. Dublin’s preferred plan vision, which includes a new street grid and a one-acre public park designed to become the city’s social heart, was adopted by the City Council with unanimous support and went on to win awards from the Ameri- can Planning Association’s Northern Chapter and AIA California.

EDUCATION
B.Arch with Highest
Distinction, UC Berkeley

PROFESSIONAL

REGISTRATION
CA Architect C 36356

AFFILIATIONS/

ACHIEVEMENTS
TAP & Leadership
Scholarship Application
Evaluator, UC Berkeley
Alumni Association,
2015-Present
Habitat Restoration,
HandsOn Bay Area,
2018-Present
Home Tour Docent, AIA
East Bay, 2013-Present
Mentor, Fam1st
Architecture Summer
Camp, 2018-2019
Home Tour Docent,
AIA San Francisco,
2015-Present
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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban Angelo Razo

PROJECT ARCHITECT
Angelo is an Architect at ELS. Since joining the fi rm in 2022, he has supported civic, mixed-use, planning, retail, and hospitality projects. He’s also worked on the design of single-family residences and small restaurants.

Angelo is passionate about creating spaces that engage people. He works methodically, fi rst identifying a design challenge and then investigating potential responses through 3D modeling and visualization techniques. Throughout each stage, Angelo coordinates with clients and design teams to generate a vision that is tailored to the project’s needs. Ange- lo has experience in various project phases, from generating master plans to developing documentation and providing construction administration services. Recently, Angelo has been helping to develop a master plan for emergency housing for the City of San Jose and guiding construction administration for a creatively designed new parking garage for a major retail site in Colorado.

EDUCATION
M. Arch, UC Berkeley; B.A.

Arch, UC Berkeley

PROFESSIONAL

REGISTRATION
CA Architect C 41257

AFFILIATIONS/

ACHIEVEMENTS
Winner, James R. Boyce
Affordable Housing
Competition Studio at UC
Berkeley, 2021
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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban Ray A. Juachon, PE

ELECTRICAL ENGINEER
Ray A. Juachon is an experienced engineer working on a diverse breadth of projects. For- merly a partner in a leading international MEP fi rm, he brings engineering innovation and practical, hands-on experience delivering integrated, energy effi cient, high-performance buildings to the built environment. With extensive experience in all delivery methods, his primary focus is on ensuring client satisfaction and successful project delivery.

Ray has worked on a wide array of projects including civic, educational, multi-family residential, corporate campuses, healthcare, data centers, industrial and commercial facilities. He has extensive experience in designing power distribution systems, lighting, lighting controls, renewable energy systems, and energy storage. He thrives on providing engineering solutions that balance clients requirements and project cost.

Ray is well versed in coordination issues between the architectural, structural, mechanical and construction disciplines. This enhanced coordination has been exceedingly important to his record of on-time and on-budget project delivery.

EDUCATION
BS Electrical Engineering
San Francisco State
University

PROFESSIONAL

REGISTRATION
California Electrical
Engineer License # E19586

AFFILIATIONS/

ACHIEVEMENTS
IEEE Institute of Electrical
and Electronics Engineer
IES Illuminating Engineering
Society
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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban Steven R Winkel, FAIA, PE, CASP

BUILDING CODE AND ACCESSIBILITY CONSULTANT
Steve has over 50 years of experience as an architect, engineer, landscape architect and Certifi ed Access Specialist. He is a recognized authority in the fi eld of building codes, and has co-authored several editions of Building Codes Illustrated , for Wiley. Steven served four 4-year terms as the architect member of the California Building Standards Commis- sion. This commission approves the California amendments to model codes and publishes the state building codes, including California accessibility regulations. His participation in the national model code development process and on the Commission gives Steven a unique understanding of building code and accessibility requirements and interpreta- tion. In addition, Steve was a member of the Board of Directors of the National Institute of Building Sciences for 7 years. Steve served on the Board of Directors of The American Institute of Architects (AIA) and as the chair of the AIA Codes and Standards Committee.

Steven was the manager of The Preview Group’s West Coast offi ce for 15 years.

Drawing on his experience as an architect, civil engineer, landscape architect and access specialist with expertise in accessibility, project management, code analysis and quality assurance reviews, Steven has taught code update seminars to many architecture fi rms and AIA chapters. Steven has extensive experience with ELS Architecture and Urban De- sign serving as the building code and accessibility consultant on numerous projects.

RELEVANT PROJECTS
• Mountain View City Hall | Mountain View, CA
• SF War Memorial Veteran’s Building Access Upgrades | San Francisco, CA • Oakland City Hall EQ Renovations | Oakland, CA
• Berkeley Fire Department Headquarters Renovation in West Berkeley | Berkeley, CA • Berkeley City Hall (with ELS) | Berkeley, CA
• East Oakland Sports Center (with ELS) | Oakland, CA
• Elk Grove Aquatics Center (with ELS) | Elk Grove, CA
• Legends Aquatics Center (with ELS) | Berkeley, CA
• Miwok Center, College of Marin (with ELS) | K e n t ﬁ e l d , C A • Uytengsu Center Swimming Complex at USC (with ELS) | Los Angeles, CA • Balboa Park Pool (with ELS) | San Francisco, CA
• Cañada College Kinesiology and Wellness Building (with ELS) | Redwood City, CA [email protected]

EDUCATION
A.B. Environmental Design,
Architecture Emphasis,
University of California,
Berkeley

PROFESSIONAL

REGISTRATION
California Architect
License #C-9284
California Civil Engineer
#C-31003
California Landscape
Architect #1680
California Certifi ed Access
Specialist #CASp-062

AFFILIATIONS/

ACHIEVEMENTS
American Institute of
Architects; Fellow, Past
National Board Member,
Past AIA California
President, Past AIA East
Bay President
International Code
Council; Honorary Member
American Society Of Civil
Engineers; Member
National Fire Protection
Association; Member

STEVEN R WINKEL
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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban Old Administration Building Historic Renovation and ADA Improvements | Fresno, CA + project specific
approach and
methodology d
D. + Project Specific Approach and Methodology

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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban Project Specific Approach and Methodology
Of all the buildings that our government institutions can occupy, city halls are perhaps the most visible. These
are trusted, invaluable places, where people come to
engage elected officials, access administrative services, voice concerns about community issues, and carry out
civic obligations. Meanwhile, city workers must be able to perform their duties efficiently and in line with the practices of any modern workplace. Equity in access
helps to ensure the smooth functioning of a public site, allowing all people to fulfill their essential needs with self- sufficiency and dignity.

At ELS, we specialize in the renovations of existing
buildings, which often requires rethinking how the site is accessed by staff and the public. We do so in ways that prioritize equity without compromising the function or
feel of the space. To get there, we launch our process
with pre-design sessions in which we listen to the goals of your team, learning as much as possible about the project vision and objectives. Amid a collaborative atmosphere, we work with you to understand the available budget
while identifying creative solutions for meeting our cost targets. Our design team is led by David Masenten, who
is experienced in working with government facilities,
renovations, and accessibility upgrades. He and his team will empower staff and stakeholders to explore in great detail how Campbell City Hall is experienced, from its
busiest spaces to its quieter areas. Our goal is to carry forth a design that emanates directly from your goals.

We understand that, for this project to stay on time and on budget, we must consider how its funding will be deployed, which will require performing cost check-ins at each
phase. We will identify opportunities in which work in one area might lay the foundation for other changes, and at lower cost than if executed separately.

Regarding modular solutions, the ELS team is creative
and experienced with modular solutions for ramps
and decking, as used in San Jose on our Emergency
Interim Housing projects. Our understanding of off-the- shelf systems leads to cost-effective results that fulfill programmatic and aesthetic needs while achieving equal
access. Our workplace clients often choose to use flexible partitions that allow the space to be subdivided as needed.

For this improvement project, we will follow an approach that unites these essential components:

Accessibility & Barrier Removal: ELS brings to each
project a deep commitment to the spirit and practice
of equitable design. As part of our office culture, we
stay updated on evolving laws and design concepts
related to inclusivity and equal access. The ELS team
recognizes the challenges often faced by clients
in understanding and complying with accessibility
requirements in existing facilities. In such cases, we
have assisted in discussions with regulatory agencies
and advocacy groups to reach a successful solution.

ELS supports the City’s goal of serving all potential
users, removing barriers to access, and making spaces
more inclusive.

Efficient Timeline: In order to complete this project by July 2025, we will undertake certain tasks concurrently to deliver information to the City as quickly as possible.

Reviewing existing conditions and confirmation of the
program will be conducted through a collaborative
process as defined below. We propose accelerating
the overall timeline by combining schematic, design
development and construction documentation, allowing
us to move directly into construction documents after
the concept phase. Sequencing of tasks, adaptability
to City needs, and team-oriented communication
will be critical to our effort. Through skilled project management and team cooperation, the project will
benefit from the collective creativity and the kind of
problem-solving that our team excels in. Please see our scope of services and schedule for more information
regarding our on-time completion of this work.

Collaborative Process: A successful planning and
programming process supports dialogue between
all interested parties and pursues integrated design
process through consensus-building and decision-
making. Our team will manage a participatory and
transparent engagement process in partnership with
the City of Campbell team and primary stakeholders,
empowering staff as experts of their own experience
and leading to a sense of ownership of the resulting
vision and concepts. Our process encompasses various
forms of inquiry, questionnaires, and discussions to
help our team understand project vision, workplace
culture, program needs, and viable project outcomes.

Creative Design: Preparation of programming options
and building improvements for the City Hall ADA
Improvements Plan will require effective planning
and coordination, review of the building’s existing
conditions, and identification of key opportunities and constraints. The ELS team will develop concepts that
meet the stakeholders’ goals for the project, creating
engaging spaces while incorporating improvements to
security, wayfinding, and accessibility in ways that are compatible with the existing architecture.

Realistic Solutions/Problem-Solving: Successful
renovation concepts require a visionary yet realistic
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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban and cost-effective plan that meets the City’s economic
and physical design goals. The design for the City
Hall renovation will take an integrated approach by
incorporating the latest building system technologies
and potentially modular systems. Any additional
ramp(s) will be designed to maximize circulation while
remaining non-intrusive to other existing circulation
paths. Because City Hall is anticipated to maintain
current operating hours for the project’s duration,
we will develop a plan that can be phased over time,
effectively minimizing disruptions to the site’s public functions.

Upon selection, the ELS team is prepared and staffed for an ADA improvement project that will run from conceptual design through construction administration. The following project scope outlines our vision for delivering the
project on time and on budget. As with all our efforts, we will coordinate with your team on the best ways
to communicate with users and deliver a project that
maximizes impact while minimizing disruption. We are
excited to work with you.

Detailed Scope of Services
PHASE 1 – PROGRAMMING, CONCEPTUAL

PLAN DEVELOPMENT AND DUE

DILIGENCE ACTIVITIES
TASK A – Review of Existing Documents
and Conditions (1 weeks)

KICK-OFF, DOCUMENT REVIEW, AND BASE MODEL
The ELS Team will hold a project kickoff meeting with the City of Campbell to introduce team members, review
roles, and establish goals for the project. The ELS team will review available documents and conduct a visit to the building and site to understand and record the project’s functional, operational, and spatial needs. During this site visit, the ELS team will verify and measure existing building conditions to confirm they match the existing drawings
and create a base Revit model that can be used for project design and drawings. ELS will work with the City to identify any further investigations needed to supplement the work. • DELIVERABLES: Building base drawings.
• 1 on-site meeting included.

Task B – Programming and Concept
Design (2 weeks)

SPACE NEEDS ASSESSMENT AND PROGRAMMING
ELS will interview stakeholders and selected staff to
identify current facility needs, deficiencies and existing building challenges, and projected facility requirements.

We will coordinate with the City of Campbell project team and City Hall facility managers and staff as necessary. We will facilitate meetings or workshops with key stakeholders to solicit feedback on priorities, programming,
space needs, and improvements. ELS will develop an
architectural program that includes all functions and
design parameters of the program elements including
areas, adjacencies, circulation, wayfinding, and security.

We will assist City staff with the presentation of findings to key stakeholders. Regulatory constraints and issues will be identified and documented.
• DELIVERABLES: Meeting minutes from staff input
session with list of key opportunities and constraints. • 1 virtual meeting for staff input.
• 1 virtual meeting for presentation to management.

CONCEPT PLANS
ELS will provide two conceptual designs for interior
improvements and modifications based on program, space
needs assessment, and stakeholder input. A list of pros and cons, along with a cost estimate, will be provided for each concept. The ELS team will prepare a preliminary
code analysis in this phase to inform the design. The Code analysis will be refined in the following phase. ELS will work with the City and stakeholders to achieve consensus on one preferred option. The team will study modular
accessible ramp solutions to assess project suitability while developing preliminary phasing options on how to keep
City Hall services available during construction.
• DELIVERABLES: Two conceptual options including floor
plans, key interior elevations and cost estimate. Plans will be provided in high-resolution electronic format fit for reproduction.
• Study of the potential use of modular solutions for
ramp systems.
• Preliminary assessment on how construction phasing
can keep services available during construction.
• 1 virtual meeting, with meeting minutes.

PHASE 2 – DESIGN
Task C/D/E – Construction Documents
(CD) – 8 weeks
We believe that fulfilling all project goals while still meeting this project’s required delivery date must involve accelerating the overall timeline; to do so, our team
proposes moving from the concept phase directly into
an expanded Construction Documents phase. We will
meet with the City to discuss the project status, goals, scope, expectations, schedule, and budget. Construction Campbell City Hall ADA Improvements elsarch.com | 25

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Attachment: ELS Fee Proposal & Statement of Qualifications (Approve a Consultant Services Agreement with ELS Architecture and Urban Documents will include: floor plans, enlarged plans, interior elevations, egress code diagram, details (including but not limited to partition, signage, code, accessibility, etc.), electrical, and low voltage. For fire alarm, we will show device locations for coordination, but ultimately this
system will be handled via the deferred submittal process (as achieved by the vendor/general contractor). ELS will evaluate the potential of using modular ramp systems to meet project requirements. In addition to modular testing, the team will create preliminary phasing approaches to
demonstrate how City Hall services can remain active
during construction. A cost estimate will be included at both 60% and 90% deliverables. Construction Document
packages, at 60% and 90%, will be provided to the City for Building Department permit submittal. ELS will assist City staff with presentation of the Construction Documents to key stakeholders.
• DELIVERABLES: 60% and 90% Construction
Documents, complete technical specifications,
updated cost estimate and schedule.
• Updated cost estimate at 50% and 90% Construction
Documents.
• Phasing study to confirm design can be constructed
while City Hall is open.
• 1 virtual meeting at 60%.
• 1 virtual meeting at 90%.

PHASE 3 – PERMIT AND BIDDING

ASSISTANCE
Task F – Building Permit Submittal,
Bidding Support & Conformed Set (4
weeks)
To keep the project on schedule, we anticipate the
City will issue the permit set for bid so that bidding and permit review are concurrent. The ELS team will respond to comments from the Building Department, reviewing
agencies, and revise the drawings accordingly. A final
conformed 100% CD drawing set will be provided to the
City for construction. The ELS team will attend the pre- bid conference, respond to RFIs provided by the City, and issue drawing and specification addenda as needed.
• DELIVERABLES: 90% Permit Set and 100%
Construction Document/Building Permit Set, technical
specifications.
• Pre-bid conference on-site, with meeting minutes.
• Attendance at 1 City Council meeting
PHASE 4 – CONTRACT ADMINISTRATION/

CLOSE OUT
Task G – Construction Administration
Support (8 weeks)
Once the preferred bidder has been identified, we are
assuming 4 weeks for the General Contractor to be
approved by Council and awarded the project. Once
the General Contractor receive notice to proceed, the
ELS team will attend the pre-construction meeting and
bi-weekly construction OAC meetings. The ELS team
will conduct two periodic site observations, observe
construction progress, and issue site visit reports. The electrical engineer will perform limited site visits as needed to observe milestones or resolve issues. The ELS team will provide written responses to RFIs and review
substitution requests, submittals, and shop drawings. The ELS team will address design changes and assist the City with preparation of design/engineering bulletins and ASIs.

We will review change orders and assist with review of
contractor pay applications, participate in a construction punch list walk, provide the punch list, and conduct a
final walk-through. We will review contractor as-builts and provide drawings, specifications, and project documents in editable format in original formats and PDF files of record drawings incorporating design changes.
• DELIVERABLES: RFI responses, construction
observation reports, submittal review, punch
list, design record documents, project close out
documents related to the design
• Pre-construction meeting on site
• Two site observations with written observation notes
• Bi-weekly OAC attendance via video conference
• Conduct a punch list and establish substantial
completion

REIMBURSABLES

EXPENSES (DURATION OF PROJECT)
The ELS team has included all expenses for the project in the bid. This includes travel, lodging, printing, meals and other incidentals as needed to complete the scope listed above. ELS does not mark up these expenses, allowing us to provide the most competitive overall cost to the City of Campbell.

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PROJECT SCHEDULE (November 22, 2024)
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21-Jul
28-Jul
4-Aug
11-Aug
18-Aug
25-Aug
1-Sep
8-Sep
15-Sep
22-Sep
29-Sep
6-Oct
13-Oct
20-Oct
27-Oct
3-Nov
10-Nov
17-Nov
24-Nov
1-Dec
8-Dec
15-Dec
22-Dec
29-Dec
5-Jan
12-Jan
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26-Jan
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9-Feb
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2-Mar
9-Mar
16-Mar
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30-Mar
6-Apr
13-Apr

DESIGN PHASE
Project Award
December 2024
Task A: Review of Existing Conditions
Document Existing Conditions
Task 6: CONSTRUCTION ADMINISTRATION
Construction Duration 2 Months
Meetings and Coordination
Coordination Meetings
Stakeholder
City Council
Pre-Application Meetings with AHJ's
Pre-Bid Conference
Construction Meetings
90% Construction Documents
Cost Estimate
Cost Estimate
Task B: Programing and Concept Design
60% Construction Documents
Tasks CDE: Design
Cost Estimate
City Permit Review
Task F: Bidding
City/Contractor Contract Award
Campbell City Council Meeting
90% CDs
COSTEST.

PREFERRED CONTRACTOR

IDENTIFIED
COST
60% CDs
PERMIT
BID
PERMIT
REVIEW

GC CONTRACT

NEGOTIATION CONTRACTOR NTP
PERMIT

SUBMITTAL

ADVERTISE
DESIGN PHASE - 8 WEEKS

PROJECT AWARD

KICKOFF

MEETING

SITE WALK-

CITY COUNCIL APPROVES GC CONTRACT
CONSTRUCTION - 2 MONTHS
COST
11/21/2024, 11:59 AM
Campbell City Hall ADA Improvements elsarch.com | 27

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e
City of Pleasanton Firehouse Arts Center Renovation and Addition | Pleasanton, CA E. + References

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Elmar Kapfer, City of Berkeley
Supervising Civil Engineer
[email protected]
510.981.6435
PROJECTS: Berkeley On-Call - Live Oak Community
Center, Mental Health Services, Telegraph/Channing
Parking Garage
Berkeley, CA
ELS has been working with the City of Berkeley for over two decades, beginning with the landmark Civic Center
renovation that included accessibility improvements.

Since 2013, we have been providing on-call design services on a variety of energy efficient buildings, facilities and parks under an on-call contract that includes facility
assessments, accessibility studies, historic rehabilitation, and full design services. Projects include accessibility upgrades, office renovations, care and shelter facilities, fire stations, all-electric mechanical system updates, Zero Net Energy and seismic retrofits, envelope improvements, playgrounds, and public restrooms.

Chris Mastrodicasa, City of San Jose
Construction Manager, Public Works
[email protected]
408.775.5700
PROJECT: San Jose Emergency Housing
San Jose, CA
ELS has held a five-year on-call contract with the City of San Jose since 2019, adding to our relationship of 25 years. The projects reflect a variety of scales, from building renovations to feasibility and urban design studies. As part of this contract, ELS designed four emergency interim
housing facilities. Evans Lane interim housing is devoted entirely to supporting unhoused families as they transition to permanent homes. Our concept design and design-build criteria documentation focused on creating a sense of place and connection amid a safe, supportive environment. During the pandemic, our staff expedited work on the design
documents so that the city could provide housing as quickly as possible. In addition to its housing units, the site holds a playground, picnic area, garden, dog park, support services, communal kitchen and laundry room. For Guadalupe
Interim Housing, ELS provided full design services for
the 60-bed facility, which supports single adults through housing, shared kitchen and community spaces, laundry,
and counseling services. The Rue Ferrari project is an
expansion of an existing housing facility and the Berryessa project is an RV parking facility, complete with community and support buildings.

Tess Kavanagh, City of Oakland
CIP Coordinator, Bureau of Design and Construction
[email protected]
510.238.6542
PROJECTS: Oakland On-Call - Malonga Casquelourd
Center for the Arts, Downtown Oakland Sr. Center
Oakland, CA
ELS has a rich working relationship in Oakland that has continued under the On-Call agreement with the City. We led the renovation of the Downtown Oakland Senior Center to help revive the aging asset for improved accessibility and finishes. We also completed a critical first step in the long-awaited renovation of the Malonga Casquelourd
Center in downtown. The center includes multiple
performance spaces, classrooms, recording studios, a
300-seat theater, associated control rooms, and three
floors of residential units. The facility serves the local musical and performing arts community. Documentation
efforts included a 3D laser scan of the entire building and creation of a BIM model to assist with future planning efforts. The outreach assessment included engagement
with local arts stakeholders (including community
members, city staff, and political representatives)
to preserve and restore this city designated historic
landmark. Project includes ADA improvements.

Karen Fiene, FAIA, LEED AP, Northeastern Univ.

Sr. Dir. of Facilities, Compliance & Sustainability (Retired) [email protected]
510.707.1347
PROJECT: Mills College Lisser Hall at Northeastern U
Oakland, CA
The renovated historic Lisser Hall provides state-of-the- art academic teaching facilities for the dance, theater and digital arts departments, with three flexible venues available for community rentals. The building renovation included a complete seismic retrofit and created a fully accessible facility with a new elevator, stage lift, entry ramp and restrooms.

A new 2,000 sf accessible deck overlooks Leona Creek
and provides an outdoor gathering space for students.

Located at the heart of the campus, the renovated Lisser Hall serves as an interdisciplinary center, activating
student use by hosting a wide range of lectures, readings, performances, conferences and community events.

This project won a Preservation Design Award from the
California Preservation Foundation.

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BERKELEY | 510.549.2929
2040 Addison Street
Berkeley, CA 94704
SAN DIEGO | 619.919.0620
3131 Camino Del Rio N, Ste 1030
San Diego, CA 92108
SACRAMENTO | 916.301.4411
800 Howe Avenue, Ste 330
Sacramento, CA 95825
LOS ANGELES | 213.348.1155
950 S. Grand Avenue, Ste 400
Los Angeles, CA 90015

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CITY OF CAMPBELL

CONSULTANT SERVICES AGREEMENT

This Agreement is entered into at Campbell, California on the day of ____, 2024, by and between the CITY OF CAMPBELL (hereinafter referred to as "City") and ___________________________________________. (hereinafter referred to as "Consultant").

WHEREAS, City desires to obtain consulting services for the purpose of ________________________________________________________________________ .

WHEREAS, Consultant represents that it has the expertise, means, and ability to perform said Inspection Services.

NOW, THEREFORE, in consideration of each other's mutual promises, Consultant and City agree as follows:

I. DUTIES OF CONSULTANT

1.1 Consultant agrees to perform services as set forth in Exhibit A - Scope of Services, attached hereto and incorporated herein by reference, and which shall be interpreted together and in harmony with this Agreement. In the event of any conflict between Exhibit A and this Agreement, this Agreement shall govern, control, and take precedence.

1.2 Consultant's project manager will meet with the City's project coordinator prior to commencement of the project to establish a clear understanding of the working relationships, authorities, and management philosophy of City as it relates to this Agreement.

1.3 Consultant, working with the City, will gather available existing information concerning the project, and shall review documents as necessary for compliance with the project's objectives.

1.4 In performance of this Agreement by Consultant, time will be of the essence.

1.5 Notwithstanding Section 1.4, Consultant shall not be responsible for delay caused by activities or factors beyond Consultant's reasonable control, including delays or by reason of strikes, work slow -downs or stoppages, or acts of God.

1.6 Consultant agrees to perform this Agreement in accordance with the highest degree of skill and expertise exercised by members of Consultant's profession working on similar projects under similar circumstances .

l. 7 Consultant shall cooperate in good faith with City in all aspects of the performance of this Agreement.

RFP009

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1.8 In the course of the performance of this Agreement, Consultant shall act in the City's best interest as it relates to the project.

1.9 All activities of Consultant, its employees, subcontractors and/or agents will be carried out in compliance with all applicable federal, state, and local laws and regulations.

1.10 The designated project manager for Consultant shall be _________. The Consultant's project manager shall have all the necessary authority to direct technical and professional work within the scope of the Agreement and shall serve as the principal point of contact with the City and the City's project coordinator. The authorized principal of Consultant executing this Agreement for the Consultant shall have authority to make decisions regarding changes in services, termination and other matters related to the performance of this agreement on behalf of Consultant.

1 .11 The Consultant (and its employees, agents, representatives, and subconsultants), in the performance of this Agreement, shall act in an independent capacity and not as officers or officials or employees or agents of the City. The City shall not direct the work and means for accomplishment of the services and work to be performed hereunder. The City, however, retains the right to require that work performed by Consultant meet specific standards consistent with the requirements of this Agreement without regard to the manner and means of accomplishment thereof. Subcontractors shall assume all of the rights, obligations and liabilities applicable to it as an independent contractor hereunder. Consultant represents and warrants that it (i) is fully experienced and properly qualified to perform the class of work and services provided for herein, (ii) has the financial capability and shall finance its own operations required for the performance of the work and services and (iii) is properly equipped and organized to perform the work and services in a competent, timely and proper manner in accordance with the requirements of this Agreement. Consultant agrees to comply with ABS, codified at Labor Code section 2750.3, and shall indemnify, defend and hold harmless the City, its officers, officials, directors, agents’ representatives, volunteers, and employees against any claim or liability, including attorneys' fees and costs, arising in any manner related to this Agreement that an employee, agent or others under Consultant's supervision or control was misclassified.

1.12 This Agreement contains provisions that permit mutually acceptable changes in the scope, character or complexity of the work if such changes become desirable or necessary as the work progresses. Adjustments to the basis of payment and to the time for performance of the work, if any, shall be established by a written contract amendment (approved and executed by the City) to accommodate the changes in work.

2. DUTIES OF CITY

2. I City shall furnish to Consultant all available and pertinent data and information requested by Consultant to facilitate the preparation of the documents called for in this Agreement. Consultant shall be entitled to reasonably rely on accuracy and completeness of such information, provided that Consultant shall make any additional investigation reasonably necessary to confirm such information and provide City prompt written notice of any known or discovered defects in such data and information.

RFP010

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2.2 City shall provide contract administration services. City shall notify Consultant of required administrative procedures and shall name representatives, if any, authorized to act in its behalf.

2.3 City shall review documents submitted by Consultant and shall render decisions pertaining thereto as promptly as reasonably possible.

3. COMPENSATION

3.1 For the full performance of the services described herein by Consultant, City agrees to compensate Consultant for all services and direct costs associated with the performance of the project in an amount not to excee d $___________________ as follows:

a. Once each month, Consultant shall submit for payment by City, an itemized invoice for services performed during the previous billing period. The invoice shall describe the services rendered and the title of the item of work, and shall list labor hours by personnel classification.

Said invoice shall be based on all labor and direct expense charges made for work performed on the project. Labor charges shall be in accordance with the fee schedule found in Exhibit A of this Agreement. City shall pay Consultant for services rendered and approved by the City within 30 days from the date the itemized invoice is received by the City, subject to the maximum not to exceed amount specified above and the City's right to object.

b. Direct costs are those outside costs incurred on or directly for the project, and substantiated with invoices for the charges. Direct expenses include printing, reproduction, and delivery charges.

3.2 If Consultant incurs other costs which are not specifically covered by the terms of this Agreement, but which are necessary for performance of Consultant's duties, City may approve payment for said costs if authorized in writing by the City in advance.

3.3 City may order changes in the scope or character of services in writing, including decreasing the amount of Consultant's services. In the event that the work is decreased, Consultant is entitled to full compensation for all services performed and expenses incurred prior to receipt of notice of change. Under no conditions shall Consultant make any changes to the work, either as additions or deductions, without the prior written order of the City. In the event, that the City determines that a change to the work or services from that specified in this Agreement is required, the contract time and/or actual costs reimbursable by the City for the project may be adjusted by contract amendment or change order to accommodate the changed work. The maximum not to exceed total amount specified in this Article 3 (Compensation) shall not be exceeded, unless authorized by written contract amendment or change order, approved and executed by the City.

Consultant shall obtain prior written approval for a revised fee schedule from the City before exceeding such fee schedule. Only City's authorized representative(s) is authorized to approve changes to this Agreement on behalf of City.

3.4 In no event, will the Consultant be reimbursed for any costs or expenses at any rates that exceed the rates for set forth in the fee schedule found in Exhibit A.

RFP011

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3.5 Consultant agrees that the payments to Consultant specified in this Article 3 (Compensation) will constitute full and complete compensation for all obligations assumed by Consultant under this Agreement. Where conflicts regarding compensation may occur, the provisions of this section apply.

4. SUBCONSULTANTS

4.1 Consultant may not subcontract any services required under this Agreement without the prior written consent of the City.

4.2 Consultant shall be responsible to City for the performance of any and all subconsultants who perform work under this contract, and any acts of negligence or misconduct on their part. Consultant is solely responsible for all payments due to subconsultants.

4.3 Consultant shall require and verify that all subcontractors maintain insurance meeting all of the requirements stated herein, including naming the City of Campbell, its officers, officials, directors, agents’ representatives, volunteers, and employees as additional insureds. Any modification to the insurance requirements for subcontractors must be agreed to by the City in writing.

4.4 If at any time, the City determines any subcontractor is incompetent or unqualified, Consultant will be notified and will be expected to immediately cancel the subcontract.

5. OWNERSHIP OF DOCUMENTS AND MATERIALS

All original drawings, documents, papers, data, materials, photographs, negatives and other work products prepared by the Consultant and/or its subconsultants in the performance of the services encompassed in this Agreement (whether in printed or electronic format) ("project -related documents and materials") shall be the property of the City and may be used on this project without the consent of the Consultant or its subcontractors. City acknowledges that such drawings, documents, and other items are instruments of professional services intended for use only on the subject project. Consultant agrees that all copyrights which arise from creation of the Project-related documents and materials pursuant to this Agreement shall be vested in the City and waives and relinquishes all claims to copyright or other intellectual property rights in favor of the City. Any project-related documents and materials related to this Agreement shall be confidential, not to be used by the Consultant on other projects or disclosed to any third party, except by agreement in writing by the City, or except as otherwise provided herein. Upon the completion or termination of this Agreement for any reason, the City shall be entitled to receive, and Consultant shall promptly provide to the City upon request, all finished and unfinished project-related documents and materials, produced or gathered by or on behalf of Consultant that RFP012

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are in Consultant's possession, custody or control. Consultant may retain copies of said documents and materials for its files. In the event of termination, any dispute regarding compensation or damages shall not hinder, prevent, or otherwise impact the City's right to promptly receive and use such documents and materials which are the sole and exclusive property of the City.

6. TERMINATION

6.1 Notwithstanding any other provision of this Agreement, City may terminate this Agreement at any time, with or without cause, in its sole discretion, by giving notice in writing to Consultant not less than thirty {30) calendar days prior to an effective termination date. In the event of such termination, Consultant shall have the right and obligation to immediately assemble the work then in progress for the purpose of completing the work and turning over all materials and documents to City.

6.2 In the event of such termination, Consultant shall be compensated for all work and services performed to the point of termination in accordance with the payment provisions set forth in Section 3. I, unless the termination is for cause, in which event Consultant need be compensated only to the extent required by law.

6.3 Upon notice of termination by City, the Consultant will immediately act to not incur any additional obligations, costs or expenses, except as may be reasonably necessary to terminate its activities. All finished or unfinished work or documents procured or produced under the Agreement will become property of the City upon the termination date. In the event of Consultant's failure to perform pursuant to the Agreement, the City reserves the right to obtain services elsewhere and Consultant will be liable for the difference between the prices set forth in the terminated Agreement and the actual cost to the City. Termination of the Agreement pursuant to this paragraph shall not relieve the Consultant of any liability to City for additional costs, expenses, or damages sustained by City due to failure of the Consultant to perform pursuant to the Agreement. City may withhold any payments to Consultant for the purpose of set off until such time as the exact amount of damages due City from Consultant is determined . After the effective date of termination, Consultant will have no further claims against the City under the Agreement. No other compensation will be payable for anticipated profit on unperformed services.

7. AUDIT AND INSPECTION

Consultant shall permit authorized representatives of City to inspect and audit all data and records relating to its performance under this Agreement for a period of three years following acceptance of the final study.

8. EQUAL EMPLOYMENT OPPORTUNITY

Consultant agrees to refrain from discriminatory employment practices on the basis of race, religious creed, color , sex, national origin, handicap , sexual orientation, marital status , medical condition, disability , ancestry, organizational affiliation, military or veteran status, or RFP013

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any other consideration made unlawful by local, State or Federal law, of any employee of, or applicant for employment with, such Consultant or subcontractor. City requires Consultant to comply with all applicable Federal and State and local equal employment opportunity laws and regulations.

9. INSURANCE AND INDEMNIFICATION

9.1 With respect to any design professional services provided by Consultant, the Consultant agrees to indemnify, and hold harmless the City, its officers, and employees to the fullest extent allowed by law from any and all claims, actions, causes of action, damages, liabilities and losses, that arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, except for any claims, actions, causes of action, losses, damages or liabilities proximately caused by the sole negligence or willful misconduct of City. City shall not be liable for acts of Consultant in performing services described herein. Notwithstanding anything in this paragraph to the contrary, any defense costs charged to the design professional under this paragraph shall not exceed the design professional's proportionate percentage of fault, except:

a. That in the event one or more defendants is unable to pay its share of defense costs due to bankruptcy or dissolution of the business, the design professional shall meet and confer with the other parties regarding unpaid defense costs in good faith effort to agree on the allocation of those costs amongst the parties; and

b. Where a project-specific general liability policy insures all project participants for general liability exposures on a primary basis and also covers all design professionals for their legal liability arising out of their professional services on a primary basis, then there shall be no limitation on the design professional's duty to provide a defense and cover the City's cost of defense.

With respect to all matters other than those covered by the foregoing paragraph, Consultant agrees to indemnify, defend (with counsel reasonably satisfactory to the City) and hold harmless the City, its officers, officials, directors, agents representatives, volunteers, and employees to the fullest extent allowed by law from and against any and all claims, actions, causes of action, losses, damages, liabilities and costs of every nature, including attorneys' fees and costs (collectively, "Losses") including but not limited to all claims, actions, causes of action, losses, damages, liabilities for property damage, bodily injury, or death, and all costs of defending any claim, caused by or arising out of, or alleged to have.been caused by or arise out of, in whole or in part, Consultant's performance under this Agreement, except for any claims, actions, causes of action, losses, damages, costs or liabilities proximately caused by the sole negligence or willful misconduct of City. City shall not be liable for acts of Consultant in performing services described herein.

In no event shall this section be construed to require indemnification by the Consultant to a greater extent than permitted under the public policy of the State of California; and in the event that this contract is subject to California Civil Code section 2782(6), the foregoing indemnity provisions shall not apply to any liability for the active negligence of the City.

RFP014

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The defense and indemnity provisions obligations of this Agreement are undertaken in addition to, and shall not in any way be limited by the insurance obligations contained in this Agreement. The foregoing indemnity provisions are intended to fully allocate the parties' risk of liability to third -parties; and there shall be no rights to indemnity or contribution, in law or equity or otherwise between the parties that are not set forth in this section. Consultant waives all rights to subrogation for any matters covered by the provisions of this section.

Consultant's responsibility for such defense and indemnity obligations as set forth in this section shall survive the termination or completion of this Agreement for the full period of time allowed by law.

9.2 Consultant shall maintain insurance conforming to the following specifications to the fullest amount allowed by law for a minimum of three (3) years following the termination or completion of this Agreement:

A. Types of Coverage

The policies shall afford the following types of coverage:

I. Commercial General Liability;

2. Automotive;

3. Workers' Compensation and Employer Liability; and

4. Professional Liability and/or Errors and Omissions

B. Minimum Scope of Insurance

Coverage shall be at least as broad as:

I. For Commercial General Liability: Insurance Services Office (ISO) CGL Form 00 01 11 85; and

2. For Automotive Liability: ISO CA 00 01 06 92 including symbol l(any auto); and

3. For Workers' Compensation: insurance as required by the Labor Code of the State of California and Employer's Liability insurance; and

4. For Professional Liability and/or Errors and Omissions: insurance covering negligence committed by or on behalf of Consultant in rendering services to City.

RFP015

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C. Minimum Limits of Insurance

Consultant shall maintain limits no less than:

I. General Liability: $I,000,000 combined single limit per occurrence for bodily, personal injury and property damage. If Commercial General Liability Insurance or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: $1,000,000 combined single limit per accident for bodily injury and property damage.

3. Workers' Compensation and Employer's Liability: Workers' Compensation limits as required by the Labor Code of the State of California and Employer's Liability limits of $1,000,000 per accident. The Worker's Compensation policy must be endorsed with a waiver of subrogation in favor of the City for all work performed by the Consultan t and its employees.

4. Professional Liability and/or Errors and Omissions: $1,000,000 per claim and $2,000,000 in the annual aggregate.

The limits of insurance required in this Agreement may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non -contributory basis for the benefit of City (as agreed to in this Agreement) before the City's own insurance or self-insurance shall be called upon to protect it as a named insured.

D. Deductible and Self-Insured Retention

Any deductibles or self-insured retention must be declared to and approved by the City, and shall not reduce the limits of liability. At the option of the City, either:
the insurer shall reduce or eliminate such deductibles or self -insured retention as respects the City, its agents, officers, attorneys, employees, officials and volunteers; or the Consultant shall procure a bond guaranteeing payment of losses related to investigations, claim administration, and defense expenses. Policies containing any self-insured retention provision shall provide or be endorsed to provide that the self- insured retention may be satisfied by either the named insured or the City.

E. Other Insurance Provisions

The policies are to contain, or be endorsed to contain, the following provisions:

I. General Liability and Automobile Liability Coverage:

RFP016

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a. The City, its agents, officers, attorneys, employees, officials and volunteers are to be covered as additional insureds as respects: liability arising out of this Agreement performed by or on behalf of the Consultant, products and completed operations of the Consultant, premises owned, occupied or used by the Consultant, or automobiles owned, leased, hired or borrowed by the Consultant. It is a requirement of this Agreement that any available insurance proceeds broader than or in excess of the specified mm1mum insurance coverage requirements and/or limits set forth in this Agreement shall be available to the City as an additional insured. Furthermore, the requirements for coverage and limits shall be (I) the minimum coverage limits specified in this Agreement, or (2) the broader coverage and maximum limits of coverage of any insurance policy or proceeds available to the named insured, whichever is affords greater coverage.

b. The Consultant's insurance coverage shall be primary insurance as respects the City, its agents, officers, attorneys, employees, officials and volunteers. Any insurance or self -insurance maintained by the City, its agents, officers, attorneys, employees, officials and volunteers shall be excess of th e Consultant's insurance and shall not contribute with it.

c. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its agents, officers, attorneys, employees, officials, and volunteers.

d. The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought except with respect to the limits of the insurer's liability.

2. Workers' Compensation and Employer's Liability Coverage: The insurer shall agree to waive all rights of subrogation against the City, its agents, officers, attorneys, employees, officials, and volunteers for losses arising from work performed by the Consultant for the City.

3. All Coverages: Any unintentional failure to comply with reporting provisions of the policies shall not affect coverage provided to the City; and unless otherwise approved by the City, each insurance policy required by this clause shall be endorsed to state that coverage shall not be canceled by either party, except after thirty (30) days prior written notice by regular mail has been given to the City, or ten (I 0) days for cancellation for non- payment of premium.

RFP017

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F. Suspension or Cancellation
If any of the coverages required by this Agreement should be suspended, voided, cancelled or reduced in coverage during the term of this Agreement, Consultant shall immediately notify City and replace such coverage with another policy meeting the requirements of this Agreement.

G. Subcontractors

Consultant agrees that any and all contracts with subcontractors for performance of any matter under this Agreement shall require the subcontractors to comply with the same indemnity and insurance requirements set forth in this Agreement to the extent that they apply to the scope of the subcontractors' work. Subcontractors are to be bound to contractor and to City in the same manner and to the same extent as the Consultant is bound to City under this Agreement. Subcontractors shall further agree to include these same provisions with any sub - subcontractor. A copy of this Agreement will be furnished to the subcontractor on request. The Consultant shall require all subcontractors to provide a valid certificate of insurance and the required endorsements included in the Agreement prior to commencing any work, and will provide proof of compliance to the City .

H. Acceptability of Insurers

Without limiting Consultant's indemnification provided hereunder, the policies of insurance listed in Article 9.2 of this Agreement are to be issued by an issuer with a current A.M.

Best Rating of A:V and who is authorized to transact business in the State of California, unless otherwise approved by the City.

I. Verification of Coverage

Consultant shall furnish the City with endorsements and certificates of insurance evidencing coverage required by this clause. The certificates for each insurance policy are to be signed by a person authorized by that insurer to bind coverage on its behalf. The certificates are to be on forms acceptable to the City. Where required by statue, forms approved by the Insurance Commissioner are to be submitted. All certificates are to be received and approved by the City before work commences.

J. Special Risks/Circumstances

City reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other special circumstances and provide notice to Consultant.

10. MISCELLANEOUS

I0.1 This Agreement shall be binding on the heirs, executors, assigns and successors of Consultant.

RFP018

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10.2 Neither party may assign this Agreement, or any portion hereof, without the prior written consent of the other.

10.3 This Agreement shall not be construed to alter, affect, or waive any lien or stop notice rights, which Consultant may have for the performance of services pursuant to this Agreement.

I0.4 Neither party's waiver of any term, condition or coven ant, or breach of any term, condition or covenant shall be construed as the waiver of any other term, condition or covenant or waiver of the breach of any other term, condition or covenant.

10.5 This Agreement contains the entire Agreement between City and Consultant relating to the project and the provision of services to the project. Any prior agreements, promises, negotiations, or representations not expressly set forth in this Agreement are of no force or effect.

Subsequent modifications to this Agreement shall be in writing and signed by both City and Consultant.

I 0.6 If any term, condition or covenant of this Agreement is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions of this Agreement shall be valid and binding on City and Consultant.

10.7 This Agreement shall be governed and construed in accordance with the laws of the State of California.

I0.8 All changes or amendments to this Agreement must be in writing and approved by all parties.

I0.9 The initial contract term shall commence upon execution of the contract by the City and shall be for a _____year period, unless terminated sooner in accordance with the contract.

Any extension of the Agreement shall be mutually agreed upon in writing and shall require an amendment to the Agreement signed by both parties.

I0.10 Consultant owes the City a duty of undivided loyalty in performing the work and services under this Agreement, including, but not limited to, the obligation to refrain from having economic interests and/or participating in activities that conflict with the City's interests in respect to the work and/or services and project. The Consultant shall list current clients who may have a financial interest in the outcome of this Agreement. The Consultant hereby certifies that it does not now have, nor shall it acquire any financial or business interest that would conflict with the performance of services under this agreement. Consultant shall not make or participate in making or in any way attempt to use Consultant's position to influence a governmental decision in which Consultant knows or has reason to know Consultant has a direct or indirect financial interest other than the compensation promised by this Agreement. Consultant will immediately advise the City if Consultant learns of a financial interest of Consultant's during the term of this Agreement.

I0.11 City is a public agency subject to the disclosure requirements of the California Public Records Act ("CPRA"). If Consultant's proprietary information is contained in documents or information submitted to City, and Consultant claims that such information falls within one or RFP019

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more CPRA exemptions, Consultant must clearly mark such information "Confidential and Proprietary," and identify the specific lines containing the information. In the event of a request for such information, City will make best efforts to provide notice to Consultant prior to such disclosure. If Consultant contends that any documents are exempt from the CPRA and wishes to prevent disclosure, it is required to obtain a protective order, injunctive relief or other appropriate remedy from a court of law in Santa Clara County before the City is required to respond to the CPRA request. If Consultant fails to obtain such remedy within the time the City is required to respond to the CPRA request, City may disclose the requested information without any liability to Consultant. Consultant further agrees that it shall defend, indemnify and hold City harmless against any claim, action or litigation (including but not limited to all judgments, costs, and attorney's fees) that may result from denial by City of a CPRA request for information arising from any representation, or any action (or inaction), by the Consultant.

I0.12 Neither party hereto shall be considered in default in the performance of its obligation hereunder to the extent that the performance of any such obligation is prevented or delayed by an act of God, natural disaster, pandemic , acts of terrorism, war, or other peril, which is beyond the reasonable control of the affected party and without the negligence of the respective Parties. Each pa11y hereto shall give notice promptly to the other of the nature and extent of any Force Majeure claimed to delay, hinder or prevent performance of the services under this Agreement. Each Party will, however, make all reasonable efforts to remove or eliminate such a cause of delay or default and will, upon the cessation of the cause, diligently pursue performance of its obligations in this Agreement. In the event either party is prevented or delayed i n the performance of its respective obligation by reason of such Force Majeure, there may be an equitable adjustment of the schedule and Consultant compensation based on City's sole discretion.

l0.13 Except as City may specify in writing, Consultant shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent. Consultant shall have no authority, express or implied, pursuant to this Agreement to bind City to any obligation whatsoever.

10.14 Consultant warrants that Consultant, its subcontractors and/or agents (if any) has/have complied with any and all federal, state, and local licensing requirements.

10.15 Each party acknowledges that it has reviewed this Agreement and that the normal rule of construction to the effect that any ambiguities are to be resolved against the drafting party shall not be employed in the interpretation of this Agreement.

I0.16 The signatories to this Agreement warrant and represent that each is authorized to execute this Agreement and that their respective signatures serve to legally obligate their respective representatives, agents, successors and assigns to comply with the provisions of this Agreement.

I0.17 This Agreement is entered into, and to be performed in Santa Clara County , California, and any action arising out of or related to this Agreement shall be maintained in a court of appropriate jurisdiction in Santa Clara County, California.

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10.18 This Agreement may be executed in counterparts which shall, in the aggregate, be deemed an original but all of which, together, shall constitute one and the same instrument. A scanned, electronic, facsimile or other copy of a party's signature shall be accepted and valid as an original.

11. DISPUTE RESOLUTION

11.1 In the event of any dispute between the Parties related to this Agreement or this Project, the Parties agree to first negotiate in good faith toward a resolution with participation by representatives of each Party holding sufficient authority to resolve the dispute . If such dispute cannot be resolved in this manner, before any action or litigation is initiated other than as required to secure lien rights, the dispute shall be submitted to mediation using the American Arbitration Association or another mediator as mutually selected by the Parties. Such mediation shall be completed within a reasonable period of time following either Party's written demand with each Party to bear an equal share of the mediation fees and its own respective attorney and consultant fees and costs.

12. NOTICES

Notices required under this Agreement may be delivered by first class mail addressed to the appropriate party at one of the following addresses:

CITY: City of Campbell
Attention:
70 North First Street
Campbell, CA 95008

CONSULTANT:

Attention:

[SIGNATURES ON FOLLOWING PAGE]

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Having read and understood the foregoing Agreement, the undersigned parties agree to be bound hereby:

CONSULTANT CITY OF CAMPBELL

Brain Loventhal

Title: Title: ·
City Manager

Approved as to Form

______________________________
City Attorney

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Council
Report
TITLE: Accept a Donation from Paired Power for a Portable Solar -Powered Electric Vehicle (EV) Charging Station (Resolution/Roll Call Vote)

RECOMMENDED ACTION
It is recommended that the City Council adopt a resolution accepting a donation from Paired Power for the use, installation, and maintenance of a portable solar -powered electric vehicle (EV) charging station in a City-owned municipal parking lot.

BACKGROUND
Paired Power, a Campbell-based company, specializes in the manufacturing, sales and installation of solar -powered electric vehicle (EV) charging stations and related accessories. In 2023, City staff had discovered Paired Power while researching mobile EV charging solutions as part of a renewable energy project funded through a grant allocation from Silicon Valley Clean Energy (SVCE) and their Community Resilience Program. During this research, staff became familiar with Paired Power's innovative products, including their patented direct connect technology for solar -powered (off-grid) EV charging.

Since that time, the City has developed a strong working relationship with Paired Power, which continues to provide valuable resources and services supporting the mobile EV charging station installed at the City’s Service Center as part of the SVCE -funded project. The addition of this station has significantly enhanced staff’s ability to efficiently charge the City’s electric fleet vehicles and other devices, streamlining operations and promoting sustainability.

DISCUSSION
In September 2024, Paired Power approached City staff with an offer to donate an EV charging station for public use at a location selected by the City. Under this arrangement, Paired Power would be responsible for providing the unit as well as the installation and ongoing maintenance of the charging station, at no additional cost to the City. However, because the station would be accessible to the public, Paired Power would be required to charge the same rates that the City currently charges at its other public EV charging stations (as per the City’s Fee Schedule).

Item: 10
Category: CONSENT CALENDAR
Meeting Date: December 17, 2024
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Campbell City CouncilDecember 17, 2024

Campbell City Council
December 17, 2024