Agenda packet — Diamond Bar City Council, March 17, 2026 (part 1 of 5)

________________________________________________________________________________________________________________________ City of Diamond Bar City Council
City of Diamond Bar
City Council
Agenda
Steve Tye, Mayor
Ruth M. Low Mayor Pro Tem
Andrew Chou, Council Member
Stan Liu, Council Member
Chia Yu Teng, Council Member
City Manager Dan Fox ● City Attorney Omar Sandoval ● City Clerk Kristina Santana Meeting Date: Tuesday, March 17, 2026
Closed Session 4:00 p.m.

Room CC-8
Study Session 5:30 p.m.

Room CC-8
Regular Meeting 6:30 p.m.

Main Auditorium
South Coast Air Quality Management District
21865 Copley Drive, Diamond Bar, CA 91765

WELCOME TO A MEETING OF THE DIAMOND BAR CITY COUNCIL
Meetings are open to the public, and you are invited to attend and participate.

Agendas for regular City Council meetings are available 72 hours prior to the meeting and are posted in the City’s regular posting locations, on DBTV and on the City’s website. The City Council may take action on any item listed on the agenda.

HOW TO ACCESS THE MEETING REMOTELY
Television: Spectrum Cable Channel 3 and Frontier FiOS television Channel 47 Internet: City’s YouTube Channel (diamondbarca.gov/youtube) Listen-Only: Call +1 (415) 655-0052, Access Code: 126-180-494 Participate: Join Go To Webinar
(https://attendee.gotowebinar.com/register/625569793602378331)

RESOURCES
Copies of agendas and agenda packets are on file and available for public inspection at the City Clerk's Office at 21810 Copley Drive, Diamond Bar, CA 91765 or online at www.diamondbarca.gov/agendas. For more information about agendas or rules of the City Council, please email the City Clerk's office ([email protected]) or call 909-839-7010.

AMERICANS WITH DISABILITY ACT ACCOMMODATION
In compliance with the Americans with Disabilities Act, if you need special assistance, a disabilityrelated modification or accommodation, agenda materials in an alternative format, or auxiliary aids to participate in this meeting, please email the City Clerk's office ([email protected]) or

Page 1 of 618 ends

Diamond Bar City Council Agenda March 17, 2026
________________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________________ City of Diamond Bar City Council
call 909-839-7010 as soon as possible. Providing at least 72 hours’ notice will help ensure that reasonable arrangements can be made.

PUBLIC INPUT
The public may provide public comment by attending the meeting in person, by sending an email, or by logging into the teleconference. Please email public comments to the City Clerk ([email protected]) by 4:00 p.m. on the day of the meeting and indicate in the Subject Line “FOR PUBLIC COMMENT.” Written comments will be distributed to the City Council Members, noted for the record at the meeting, and posted on the City’s official agenda webpage: www.diamondbarca.gov/agendas. Please note that the meeting will proceed at the South Coast Air Quality Management District/Main Auditorium should comments by teleconferencing become infeasible due to an internet or power outage, or due to technical problems outside the City's control. If you wish to make certain that your comments are heard, please attend the meeting in person or send an email by 4:00 p.m. on the day of the meeting/hearing.

Speakers are limited to five (5) minutes per agenda item, unless the Mayor determines otherwise. The Mayor may adjust this time limit depending on the number of people wishing to speak, the complexity of the matter, the length of the agenda, the hour and any other relevant consideration.

Speakers may address the Council only once on an agenda item, except during public hearings, when the applicant/appellant may be afforded a rebuttal. Any material to be submitted to the City Council at the meeting should be submitted through the City Clerk.

Public comments must be directed to the City Council. A person who disrupts the orderly conduct of the meeting after being warned by the Mayor or the Mayor’s designee that their behavior is disrupting the meeting may result in the person being removed from the meeting.

LIVE MEETING NOTICE
This meeting is being video recorded and by participating you are giving your permission to be televised. This meeting will be rebroadcast every Saturday and Sunday at 9:00 a.m. and alternate Tuesdays at 8:00 p.m.

Page 2 of 618 ends

1. CLOSED SESSION: 4:00 p.m., CC-8 Conference Room, In Person ONLY - no teleconference

CLOSED SESSION PUBLIC COMMENT
The Public Comment portion of the City Council Closed Session is limited to matters appearing on the Closed Session. Additional opportunities for further Public Comment will be given during the regular meeting.

Conference With Labor Negotiators
Pursuant to Govt. Code Section 54957.6 Agency designated representatives: Dan Fox, City Manager; Ryan McLean, Assistant City Manager; Ryan Wright, Parks and Recreation Director; Amy Haug, HR & Risk Management Director. Employee organization: AFCSME D.C. 36, Local 917

2. STUDY SESSION: 5:30 p.m., Room CC-8

2.1 False Alarm Reduction Program Review - Update

3. CALL TO ORDER: 6:30 p.m., Main Auditorium
PLEDGE OF ALLEGIANCE: Mayor Tye
INVOCATION: Deacon Al Guerrero, St. Denis Catholic Church ROLL CALL: Council Members Chou, Liu, Teng, Mayor Pro Tem Low, Mayor Tye APPROVAL OF AGENDA: Mayor Tye

4. SPECIAL PRESENTATIONS, CERTIFICATES, PROCLAMATIONS: None.

5. CITY MANAGER REPORTS AND RECOMMENDATIONS:

6. PUBLIC COMMENTS:
“Public Comments” is the time reserved on each regular meeting agenda to provide an opportunity for members of the public to directly address the Council on Consent Calendar items or other matters of interest not on the agenda that are within the subject matter jurisdiction of the Council. Although the City Council values your comments, pursuant to the Brown Act, members of the City Council or Staff may briefly respond to public comments if necessary, but no extended discussion and no action on such matters may take place. There is a five-minute maximum time limit when addressing the City Council.

7. SCHEDULE OF FUTURE EVENTS:

7.1 City Government Explained: General Plan, A Guiding Document - March 18, 2026, 6:00 - 8:00 p.m., City Hall Windmill Room, 21810 Copley Dr.

7.2 Preserve Diamond Bar Community Presentation - March 21, 2026, 9:00 - 11:00 a.m., City Hall Windmill Room, 21810 Copley Dr.

7.3 Planning Commission Meeting - March 24, 2026, 6:30 p.m., City Hall Windmill Room, 21810 Copley Dr.

Page 3 of 618 ends

7.4 Free Catalytic Converter Etching - March 25, 2026, 9:00 - 11:00 a.m., Calvary Chapel Golden Springs, 22324 Golden Springs Dr.

7.5 Parks and Recreation Commission Meeting - March 26, 2026, 6:30 p.m., City Hall Windmill Room, 21810 Copley Dr.

7.6 City Council Meeting - April 7, 2026, 6:30 p.m., South Coast Air Quality Management District – Auditorium, 21865 Copley Dr.

8. CONSENT CALENDAR:

All items listed on the Consent Calendar are considered by the City Council to be routine and will be acted on by a single motion unless a City Council Member or member of the public request otherwise, in which case, the item will be removed for separate consideration.

8.1 City Council Minutes of the March 3, 2026 Regular Meeting.

Recommended Action:

Approve the March 3, 2026 Regular City Council meeting minutes.

8.2 Ratification of Check Register Dated February 25, 2026 through March 10, 2026 totaling $729,060.97.

Recommended Action:

Ratify the Check Register.

8.3 Treasurer's Statement.

Recommended Action:

Approve the February 2026 Treasurer’s Statement.

8.4 Agreement with LSL, LLP to provide External Auditor Services.

Recommended Action:

A. Approve, and authorize the City Manager to sign, a Professional Services Agreement with LSL, LLP for a not-to-exceed amount of $185,535 for External Auditor Services through June 30, 2029; and
B. Appropriate $10,000 from the General Fund and $7,400 from the Measure W Fund for External Auditor Services.

8.5 Town Center Specific Plan.

Recommended Action:

Approve for second reading by title only, waive full reading, and adopt Ordinance No. 03 (2026):

AN ORDINANCE OF THE CITY OF DIAMOND BAR ADOPTING THE TOWN CENTER SPECIFIC PLAN, AMENDING TITLE 22 (DEVELOPMENT CODE) OF THE DIAMOND BAR CITY CODE TO ADD NEW CHAPTER 22.11 (MIXED USE DISTRICTS) AND TO ESTABLISH

THE TOWN CENTER SPECIFIC PLAN (TCSP) ZONING DISTRICT, AND AMENDING THE

OFFICIAL ZONING MAP OF THE CITY OF DIAMOND BAR TO REZONE ALL PROPERTIES

WITHIN THE TOWN CENTER MIXED USE GENERAL PLAN LAND USE DESIGNATION TO

Page 4 of 618 ends

8.6 General Plan Status Report for 2025.

Recommended Action:

Approve the report for filing with the State Department of Housing and Community Development (HCD) and the Governor’s Office of Planning and Research (OPR).

8.7 Housing Element Annual Progress Report for 2025.

Recommended Action:

Approve the report for filing with the State Department of Housing and Community Development (HCD) and the Governor's Office of Planning and Research (OPR).

8.8 Agreement with RHA Landscape Architects-Planners, Inc. to provide Landscaping Design Services in Landscape Assessment District Nos. 39-2022 and 41-2021.

Recommended Action:

Approve, and authorize the City Manager to sign the Consulting Services Agreement with RHA Landscape Architects-Planners, Inc. (RHA), in a not-to-exceed amount of $76,690 for landscaping design services in Landscape Assessment District Nos. 39-2022 and 41-2021.

9. PUBLIC HEARINGS:

9.1 Development Code Amendment No. PL2024-51 (Objective Design Standards).

Recommended Action:

A. Open the public hearing to receive public testimony; B. Close the public hearing; and
C. Introduce for first reading by title only, waive full reading of Ordinance No. 04 (2026), and set for second reading and adoption at the April 7, 2026 City Council meeting:

AN ORDINANCE OF THE CITY OF DIAMOND BAR AMENDING TITLE 22 OF THE DIAMOND BAR MUNICIPAL CODE ("DEVELOPMENT CODE"), ADDING CHAPTER 22.19 TO ESTABLISH MULTIFAMILY AND MIXED-USE RESIDENTIAL OBJECTIVE DESIGN STANDARDS (“ODS”) IN ACCORDANCE WITH STATE HOUSING LAW - PLANNING CASE NO. PL2024-51.

10. COUNCIL CONSIDERATION: None.

11. COUNCIL SUB-COMMITTEE REPORTS AND MEETING ATTENDANCE REPORTS:

12. ADJOURNMENT:

Page 5 of 618 ends

CERTIFICATION
I, Kristina Santana, MMC, City Clerk, City of Diamond Bar, hereby certify, under penalty of perjury under the laws of the State of California that the foregoing notice was posted pursuant to Government Code Section 54950 Et. Seq., not less than 72 hours prior to the meeting, at the following locations: Diamond Bar City Hall Kiosk, Diamond Bar City Hall Bulletin Board, City website: www.diamondbarca.gov, and Diamond Bar Library.

Kristina Santana, MMC
City Clerk
Date Posted: March 12, 2026

Page 6 of 618 ends

Agenda Item #: 2.1
Meeting Date: March 17, 2026

CITY COUNCIL STUDY SESSION REPORT
TO: Honorable Mayor and Members of the City Council
VIA: Daniel Fox, City Manager
FROM: Cathy Nguyen, Management Analyst, City Manager's Office TITLE: False Alarm Reduction Program Review - Update
BACKGROUND:

Rising public safety costs have prompted the City to evaluate how limited resources are allocated. As part of the broader Preserve Diamond Bar initiative, the City is reviewing programs that may divert public safety resources from higher-priority law enforcement needs. One such area is the City’s false alarm program. High volumes of false alarm calls require law enforcement response but rarely result in criminal activity, limiting the availability of deputies for more impactful public safety services. Revitalizing the program is intended to correct alarm system misuse among residents and businesses, reduce unnecessary calls for service, and ensure public safety resources are focused where they are most effective. On February 17, 2026, City staff held an initial study session with the City Council and are returning with additional information as requested.

ANALYSIS:

Data from the Los Angeles County Sheriff’s Department (LASD) indicate that the majority of alarm calls received in Diamond Bar are false alarms.

CATEGORY 2023 2024 2025
Total Alarms 1,538 1,453 1,382
False Alarms 1,391 1,293 1,193
% False Alarms 90.4% 89.0% 86.3%
Although the total of alarm calls has declined slightly over the past three years, false alarms continue to represent the overwhelming majority of responses. In 2025 alone, deputies responded to 1,193 false alarm calls, representing 86.3% of all alarm-related service calls.

Each alarm call requires the response of two deputies and takes approximately 30 minutes to investigate. With the average hourly cost per deputy estimated at $201.64, the total cost associated with deputy response to false alarm calls in 2025 is approximately $240,554.96. These responses require significant law enforcement resources while rarely resulting in criminal activity.

Reducing false alarm calls would allow deputies to focus on higher-priority public safety needs while also

Page 7 of 618 ends

Agenda Item #: 2.1
Meeting Date: March 17, 2026
improving the City’s ability to manage rising public safety costs.

Staff is seeking direction from Council on the following:
• Establish a permit application process and determine the renewal period — either annually or whenever there is a change in property occupancy or ownership. Requiring a permit application will encourage alarm owners to take responsibility for their own alarm system and allow the City to obtain updated emergency information, which would make it easier for the Sheriff's Department to contact and obtain details about the property, potentially reducing the number of false alarms. • Update the City code and policy instead of re-instituting Resolution 1993-68. The City Attorney is making draft revisions to provide a stronger foundation for successful execution of the false alarm reduction program. Revisions include: designating a Chapter solely for Alarm Systems; adding relevant definitions; establishing requirements for alarm owners and companies; and more. City staff is proposing the use of the recently approved Citywide fee schedule (as part of Resolution 2026-02), which includes escalated false alarm fees that range from $50 to $400 per offense. See fee table below. Council can choose to waive the first false alarm offense and implement this schedule. Please note, more waived offenses will lead to higher expenses (mailing and postage) dedicated toward sending out warning notifications and less focus on cost recovery.

TITLE SUGGESTED FEE
False Alarm — 1st
Response
$50
False Alarm — 2nd
Response
$100
False Alarm — 3rd
Response
$200
False Alarm — 4th
Response
$300
False Alarm — 5th+
Response
$400
It is requested that the City Council provide direction on establishing a permit application process and determine the renewal period — either annually or whenever there is a change in property occupancy or ownership.

ATTACHMENTS:

None

Page 8 of 618 ends

Agenda Item #: 8.1
Meeting Date: March 17, 2026

CITY COUNCIL AGENDA REPORT
TO: Honorable Mayor and Members of the City Council
FROM: Daniel Fox, City Manager
SUBJECT: City Council Minutes of the March 3, 2026 Regular Meeting.

STRATEGIC GOAL: Open, Engaged and Responsive Government RECOMMENDATION:

Approve the March 3, 2026 Regular City Council meeting minutes.

FINANCIAL IMPACT:

None.

BACKGROUND:

Government Code Section 36814 mandates the City Clerk to keep an accurate record of the City Council's proceedings.

ANALYSIS:

Minutes have been prepared and are being presented for approval.

PREPARED BY:

Kristina Santana, City Clerk, City Clerk's Office
ATTACHMENTS:

1. March 3, 2026 City Council Regular Meeting Minutes

Page 9 of 618 ends

CITY OF DIAMOND BAR

MINUTES OF THE CITY COUNCIL STUDY SESSION,

CLOSED SESSION AND REGULAR MEETING
CITY HALL/WINDMILL ROOM, 21810 COPLEY DRIVE, SOUTH COAST AIR QUALITY MANAGEMENT DISTRICT/CC-8/MAIN AUDITORIUM
21865 COPLEY DRIVE, DIAMOND BAR, CA 91765
MARCH 3, 2026

1. STUDY SESSION: Mayor Tye opened the Study Session at 2:00 p.m. All Council Members were present.

1.1 Fiscal Year 2026–27 General Fund Budget Workshop – Review of Proposed Budget and Service Level Adjustments.

ACM/McLean and FD/Jacobsen presented the report and responded to Council Member questions.

There were no public comments provided.

Mayor Tye called a recess at 3:10 p.m.

The City Council reconvened at 3:21 p.m.

Mayor Tye requested that the Council review and discuss each proposed cut one at a time and provide direction to staff.

The Council achieved consensus and provided the following direction to staff:

Return the following items to the budget:

Item 1. Crossing Guard Services
Item 11. Cancel Windmill Lighting Event
Item 13: Regional Housing Trust: Directed staff to do more research and return this item to Council for further discussion.

Item 14. US Flags on Grand Avenue
Item 16. Holiday Décor and Banners
Item 17. Military Banner Program. Directed staff to do more research and return this item to Council for further discussion.

Keep the cut and remove from the budget:

Item 2. Flock Safety Contract
Item 3. Added Suppression Patrols
Item 4. Homeless Services Funds: keep the cut and if funds are required through the year, appropriate the funding through the mid-year budget process.

Item 5. Sidewalk Maintenance: keep the cut, but do not use asphalt.

Item 6. District 38 Subsidy
Item 7. Watering of Landscaped Areas
Item 8. Tree Maintenance Contract
Item 9. Cancel Winter Snowfest
Item 10. Reduce Concerts Schedule, Eliminate Movies

Page 10 of 618 ends

MARCH 3, 2026 PAGE 2 CITY COUNCIL
Item 12. Community Organization Support Fund
Item 15. Restaurant Week Banners
ACM/McLean stated that staff would take the direction provided and return to the Council with more information.

Mayor Tye adjourned the Study Session at 5:35 p.m.

2. CLOSED SESSION: Mayor Tye opened the Closed Session at 6:00 p.m. All Council Members were present.

Conference with Legal Counsel – Existing Litigation
Pursuant to Government Code Section 54956.9(d)(1): American Federation of State, County & Municipal Employees, District Council 36 v. City of Diamond Bar PERB Case No. LA-CE-1754-M.

There were no public comments provided.

No reportable action was taken.

Mayor Tye adjourned the Closed Session at 6:27 p.m.

3. CALL TO ORDER: Mayor Tye called the Regular City Council meeting to order at 6:32 p.m. in the South Coast Air Quality Management District Main Auditorium, 21865 Copley Drive, Diamond Bar, CA 91765.

PLEDGE OF ALLEGIANCE: Mayor Pro Tem Low led the Pledge of Allegiance.

INVOCATION: None.

ROLL CALL: Council Members Andrew Chou, Stan Liu, Chia Yu Teng, Mayor Pro Tem Ruth M. Low, Mayor Steve Tye

Absent: None.

Staff present in person: Dan Fox, City Manager; Omar Sandoval, City Attorney; Ryan McLean, Assistant City Manager; Anthony Santos, Assistant to the City Manager; Greg Gubman, Community Development Director; Grace Lee, Planning Manager; Jason Jacobsen, Finance Director; Ryan Wright, Parks and Recreation Director; David Liu, Public Works Director/City Engineer; Hal Ghafari, Public Works Manager/Assistant City Engineer; Sandy Pantoja, Community Relations Coordinator; Cecilia Arellano, Community Relations Manager; Joan Cruz, Administrative Coordinator; Kristina Santana, City Clerk.

Page 11 of 618 ends

MARCH 3, 2026 PAGE 3 CITY COUNCIL
Others present: Nancy Farias, Deputy, Diamond Bar/Walnut Sheriff’s Station, Stephen Tousey, Captain, Diamond Bar/Walnut Sheriff’s Station APPROVAL OF AGENDA: Mayor Tye approved the agenda as presented.

4. SPECIAL PRESENTATIONS, CERTIFICATES, PROCLAMATIONS:

4.1 National Nutrition Month Proclamation.

The City Council presented the proclamation to college students Risa Robinson, Kayla Vallet and Luisa Garcia.

5. CITY MANAGER REPORTS AND RECOMMENDATIONS:

CA/Sandoval announced that the City Council met in Closed Session at 6:00 p.m. and there was no reportable action taken.

CM/Fox confirmed that there were no further reports.

6. PUBLIC COMMENTS:

The following provided public comments:

Celina, resident
Cynthia Yu, Diamond Bar Library Manager
Michelle Benaccoso, resident
CC/Santana reported one email from resident Mimi Chan was submitted for public comment, and no guests on the teleconference line requested to speak under Public Comments.

7. SCHEDULE OF FUTURE EVENTS: CM/Fox presented the Schedule of Future Events.

8. CONSENT CALENDAR: C/Liu moved, C/Teng seconded, to approve the Consent Calendar. Motion carried 5-0 by the following Roll Call vote:

AYES: COUNCIL MEMBERS: Chou, Liu, Teng, MPT/Low, M/Tye
NOES: COUNCIL MEMBERS: None
ABSENT: COUNCIL MEMBERS: None

8.1 Approved February 17, 2026 City Council Regular Meeting Minutes.

8.2 Ratified Check Register Dated February 11, 2026 through February 24, 2026 Totaling $1,615,106.73.

8.3 Adopted the American Red Cross Month Proclamation.

Page 12 of 618 ends

MARCH 3, 2026 PAGE 4 CITY COUNCIL

9. PUBLIC HEARINGS:

9.1 Town Center Specific Plan.

CDD/Gubman gave the staff presentation.

Mayor Tye opened the public hearing at 7:32 p.m.

Efrain Uballe, via teleconference, expressed concerns over traffic created by the project.

Romel Corpus had questions about decreasing the density of the project.

Mayor Tye closed the public hearing at 7:35 p.m.

CDD/Gubman, Torti Gallas + Partners consultant Neal Payton, Gibson Transportation Consulting, Inc. consultant Jonathan Chambers, CM/Fox and CA/Sandoval responded to the Council’s questions.

MPT/Low moved, C/Chou seconded, to adopt Resolution No. 2026-05 certifying the Final Supplemental Environmental Impact Report, adopting Findings of Fact and a Statement of Overriding Considerations, and adopting the Mitigation Monitoring and Reporting Program.

Motion carried 5-0 by the following Roll Call vote:

AYES: COUNCIL MEMBERS: Chou, Liu, Teng, MPT/Low, M/Tye
NOES: COUNCIL MEMBERS: None
ABSENT: COUNCIL MEMBERS: None
C/Chou moved, MPT/Low seconded, to adopt Resolution No. 2026-06 amending the General Plan Land Use and Economic Development Element related to the Town Center Specific Plan.

Motion carried 5-0 by the following Roll Call vote:

AYES: COUNCIL MEMBERS: Chou, Liu, Teng, MPT/Low, M/Tye
NOES: COUNCIL MEMBERS: None
ABSENT: COUNCIL MEMBERS: None
C/Liu moved, C/Teng seconded, to introduce for first reading by title only, waive full reading of Ordinance No. 03 (2026) and waive further reading, and set for second reading and adoption at the March 17, 2026 City Council meeting:

AN ORDINANCE OF THE CITY OF DIAMOND BAR ADOPTING THE TOWN CENTER SPECIFIC PLAN, AMENDING TITLE 22 (DEVELOPMENT CODE) OF THE DIAMOND BAR CITY CODE TO ADD NEW CHAPTER 22.11 (MIXED USE

DISTRICTS) AND TO ESTABLISH THE TOWN CENTER SPECIFIC PLAN (TCSP) ZONING DISTRICT, AND AMENDING THE OFFICIAL ZONING MAP

Page 13 of 618 ends

MARCH 3, 2026 PAGE 5 CITY COUNCIL

OF THE CITY OF DIAMOND BAR TO REZONE ALL PROPERTIES WITHIN

THE TOWN CENTER MIXED USE GENERAL PLAN LAND USE DESIGNATION TO THE TOWN CENTER SPECIFIC PLAN (TCSP) DISTRICT.

Motion carried 5-0 by the following Roll Call vote:

AYES: COUNCIL MEMBERS: Chou, Liu, Teng, MPT/Low, M/Tye
NOES: COUNCIL MEMBERS: None
ABSENT: COUNCIL MEMBERS: None

10. COUNCIL CONSIDERATION:

10.1 FY 2025/26 Mid-Year Budget Update.

FD/Jacobsen provided the presentation and responded to Council Member questions.

There were no public comments provided.

C/Chou moved, C/Liu seconded, to approve Resolution No. 2026-07 amending the FY 2025/26 Operating Budget.

Motion carried 5-0 by the following Roll Call vote:

AYES: COUNCIL MEMBERS: Chou, Liu, Teng, MPT/Low, M/Tye
NOES: COUNCIL MEMBERS: None
ABSENT: COUNCIL MEMBERS: None

11. COUNCIL SUBCOMMITTEE REPORTS AND MEETING ATTENDANCE REPORTS/COUNCIL MEMBER COMMENTS:

The following Council Members provided a report on meetings attended at the expense of the local agency per Government Code 53232.3(d).

Council Member Teng reported attending the Neighborhood Watch meeting with Deputy Nancy Farias.

Council Member Liu reported attending the Greater Los Angeles County Vector Control Board meeting.

Council Member Chou reported attending the San Gabriel Valley Council of Governments Governing Board meeting.

Mayor Pro Tem Low reported attending the Chino Valley Prayer Breakfast along with Mayor Tye. She asked for staff to schedule a special presentation with the Fire Department to answer the City’s questions.

Page 14 of 618 ends

MARCH 3, 2026 PAGE 6 CITY COUNCIL
Mayor Tye directed staff to add a Fire Department presentation on a future agenda.

12. ADJOURNMENT: With no further business to conduct, M/Tye adjourned the Regular City Council Meeting at 8:34 p.m.

Respectfully Submitted,
__________________________
Kristina Santana, City Clerk
The foregoing minutes are hereby approved this 17th day of March, 2026. __________________________
Steve Tye, Mayor

Page 15 of 618 ends

Agenda Item #: 8.2
Meeting Date: March 17, 2026

CITY COUNCIL AGENDA REPORT
TO: Honorable Mayor and Members of the City Council
FROM: Daniel Fox, City Manager
SUBJECT: Ratification of Check Register Dated February 25, 2026 through March 10, 2026 totaling $729,060.97.

STRATEGIC GOAL: Open, Engaged and Responsive Government RECOMMENDATION:

Ratify the Check Register.

FINANCIAL IMPACT:

Expenditure of $729,060.97.

BACKGROUND:

The City has established the policy of issuing accounts payable checks on a bi-weekly basis with City Council ratification at the next scheduled City Council Meeting. The attached check register containing checks dated February 25, 2026 through March 10, 2026 totaling $729,060.97 is being presented for ratification.

ANALYSIS:

All payments have been made in compliance with the City's purchasing policies and procedures. The attached Affidavit affirms that the check register has been audited and deemed accurate.

PREPARED BY:

Luisa Allen, Senior Accounting Technician, Finance
ATTACHMENTS:

1. Check Register Affidavit 3-17-2026

2. Check Register 3-17-2026

Page 16 of 618 ends

Page 17 of 618 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 18259 2/25/2026 SOUTHERN CALIFORNIA EDISON 652 S BREA CANYON RD (012226- 022226)
238638 52210 $16.82
CHECK TOTAL $16.82
18260 2/25/2026 SOUTHERN CALIFORNIA EDISON 3334 1/2 S BREA CYN RD PED (012326- 022326)
100630 52210 $105.60
CHECK TOTAL $105.60
18261 2/25/2026 SOUTHERN CALIFORNIA EDISON 858 S BREA CYN RD PED (012226- 022226)
238638 52210 $19.43
CHECK TOTAL $19.43
18265 3/2/2026 SOUTHERN CALIFORNIA EDISON D41 PED (012826-022626) 241641 52210 $154.62 CHECK TOTAL $154.62
18266 3/2/2026 SOUTHERN CALIFORNIA EDISON D39 PED (012826-022626) 239639 52210 $264.41 CHECK TOTAL $264.41
18267 3/2/2026 SOUTHERN CALIFORNIA EDISON D38 PED (012826-022626) 238638 52210 $385.26 CHECK TOTAL $385.26
18268 3/2/2026 SOUTHERN CALIFORNIA EDISON PARKS (012826-022626) 100630 52210 $4,524.86 CHECK TOTAL $4,524.86
18289 3/10/2026 ABEL DOMINGUEZ SENIOR DANCE CATERING, 25/26 100520 55310 $1,800.00 CHECK TOTAL $1,800.00
18290 3/10/2026 AFFORDABLE GENERATOR

SERVICES INC

GENERATOR SERVICE
(DBC:INSPECT/SERVICE)
100510 52320 $759.59
CHECK TOTAL $759.59
18291 3/10/2026 AIRGAS INC ARGON RENTAL (020126-022826) 100630 51200 $110.49 CHECK TOTAL $110.49
18292 3/10/2026 ALGALITA MARINE RESEARCH &

EDUCATION

ENVIRONMENTAL EDUCATION

SERVICES-CONKLIN
250170 54900 $884.00
CHECK TOTAL $884.00
18293 3/10/2026 ALL CITY MANAGEMENT

SERVICES INC
CROSSING GUARD SERVICES - 2/1/26-
2/14/26
100310 55412 $14,029.05
CHECK TOTAL $14,029.05

Page 18 of 618 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 18294 3/10/2026 ANIMAL PEST MANAGEMENT

SERVICES INC
PEST MANAGEMENT SERVICES (020126-
022826)
100630 52320 $70.00
3/10/2026 ANIMAL PEST MANAGEMENT

SERVICES INC
PEST MANAGEMENT SERVICES (020126-
022826)
100510 52320 $105.00
3/10/2026 ANIMAL PEST MANAGEMENT

SERVICES INC
PEST MANAGEMENT SERVICES (020126-
022826)
100620 52320 $120.00
CHECK TOTAL $295.00
18295 3/10/2026 ARCHITERRA INC PL2024-43 LANDSCAPE PLAN CHECK 100 22107 $343.75 3/10/2026 ARCHITERRA INC PL2025-29 LANDSCAPE PLAN CHECK 100 22107 $468.75 3/10/2026 ARCHITERRA INC PL2024-27 LANDSCAPE PLAN CHECK 100 22107 $687.50 CHECK TOTAL $1,500.00
18296 3/10/2026 ROBYN A BECKWITH INTERIOR PLANT SERVICE (MARCH/2026) 100510 52320 $275.00 3/10/2026 ROBYN A BECKWITH INTERIOR PLANT SERVICE (MARCH/2026) 100620 52320 $380.00 CHECK TOTAL $655.00
18297 3/10/2026 BREA AQUATICS ASSOCIATION
INC

INSTRUCTOR PAYMENT - AQUATICS -
WS26
100520 55320 $2,106.00
CHECK TOTAL $2,106.00
18298 3/10/2026 KATHY BREAUX INSTRUCTOR PAYMENT - ART - WS26 100520 55320 $177.00 CHECK TOTAL $177.00
18299 3/10/2026 LINGO TELECOM LLC CITYWIDE ANALOG PHONE SYSTEM - FEB 2026
100230 52200 $5,143.06
CHECK TOTAL $5,143.06
18300 3/10/2026 CANNON CORPORATION PLAN CHECK - 2537 INDIAN CREEK - THRU 1/31/26
100 22109 $395.96
3/10/2026 CANNON CORPORATION PLAN CHECK - 2235 MORNING CYN RD - THRU 1/31/26
100 22109 $784.11
3/10/2026 CANNON CORPORATION PLAN CHECK - 2234 INDIAN CREEK RD - THRU 1/31/26
100 22109 $57.50
3/10/2026 CANNON CORPORATION PLAN CHECK - 2234 INDIAN CREEK RD. - THRU 1/31/26
100 22109 $88.50
3/10/2026 CANNON CORPORATION PLAN CHECK - 2537 INDIAN CREEK RD - THRU 1/31/26
100 22109 $682.50
CHECK TOTAL $2,008.57
18301 3/10/2026 CANTO INC ANNUAL RENEWAL - CANTO - FY 25-26 100230 52314 $7,374.80

Page 19 of 618 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT CHECK TOTAL $7,374.80
18302 3/10/2026 CHEM PRO LABORATORY INC WATER TREATMENT (CITYHALL/MARCH) 100620 52320 $187.95 CHECK TOTAL $187.95
18303 3/10/2026 CHICAGO TITLE COMPANY PLHA HIP CASE NO. 317 XU - 1661

ASPEN GROVE LANE
224440 55580 $77.00
CHECK TOTAL $77.00
18304 3/10/2026 COCO SUTZE CHENG INSTRUCTOR PAYMENT - FITNESS - WS26 100520 55320 $102.00 CHECK TOTAL $102.00
18305 3/10/2026 CORODATA MEDIA STORAGE
INC

DAILY TAPE ROTATION & STORAGE -
JAN 2026
100230 54030 $823.17
CHECK TOTAL $823.17
18306 3/10/2026 CT & T CONCRETE PAVING INC ROAD MAINTENANCE SERVICES (092625)
100655 55512 $10,820.48
3/10/2026 CT & T CONCRETE PAVING INC ROAD MAINT SERVICES (PONY LEAGUE FIELDS FEB2026)
201655 55530 $9,300.00
CHECK TOTAL $20,120.48
18307 3/10/2026 DEPARTMENT OF JUSTICE LIVESCAN FEES - FEB. 100220 52510 $224.00 CHECK TOTAL $224.00
18308 3/10/2026 DS SERVICES OF AMERICA INC WATER DELIVERY SERVICE (011326- 021226)
100620 51200 $522.70
CHECK TOTAL $522.70
18309 3/10/2026 FRANCOISE S ZAMBRA INSTRUCTOR PAYMENT - FITNESS - WS 26 100520 55320 $48.00 CHECK TOTAL $48.00
18310 3/10/2026 FRESHMOBILECA LLC FLEET CAR WASHING SERVICE (022026) 502430 52312 $79.80 3/10/2026 FRESHMOBILECA LLC FLEET CAR WASHING SERVICE (022026) 502655 52312 $79.80 3/10/2026 FRESHMOBILECA LLC FLEET CAR WASHING SERVICE (022026) 502620 52312 $139.65 3/10/2026 FRESHMOBILECA LLC FLEET CAR WASHING SERVICE (022026) 502630 52312 $139.65 CHECK TOTAL $438.90
18311 3/10/2026 FRONTIER COMMUNICATIONS
CORP

SUMMARY BILL - INTERNET SERVICE - FEB
2026
100230 54030 $800.00
CHECK TOTAL $800.00
18312 3/10/2026 GENTRY BROTHERS INC CONTRACT WITHHOLDING: 25000081 202 29004 $200.00

Page 20 of 618 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 3/10/2026 GENTRY BROTHERS INC CONTRACT WITHHOLDING: 25000081 202 29004 $1,537.33 3/10/2026 GENTRY BROTHERS INC CONTRACT WITHHOLDING: 25000081 202 29004 $3,756.30 3/10/2026 GENTRY BROTHERS INC CONTRACT WITHHOLDING: 25000081 204 29004 $4,595.14 3/10/2026 GENTRY BROTHERS INC CONTRACT WITHHOLDING: 25000081 202 29004 $4,666.50 3/10/2026 GENTRY BROTHERS INC CONTRACT WITHHOLDING: 25000081 203 29004 $4,691.15 3/10/2026 GENTRY BROTHERS INC CONTRACT WITHHOLDING: 25000081 252 29004 $5,000.00 3/10/2026 GENTRY BROTHERS INC CONTRACT WITHHOLDING: 25000081 203 29004 $9,815.57 3/10/2026 GENTRY BROTHERS INC CONTRACT WITHHOLDING: 25000081 204 29004 $11,577.19 3/10/2026 GENTRY BROTHERS INC CONTRACT WITHHOLDING: 25000081 202 29004 $11,577.20 3/10/2026 GENTRY BROTHERS INC CONTRACT WITHHOLDING: 25000081 203 29004 $11,577.20 3/10/2026 GENTRY BROTHERS INC CONTRACT WITHHOLDING: 25000081 202 29004 $28,090.32 3/10/2026 GENTRY BROTHERS INC CONTRACT WITHHOLDING: 25000081 207 29004 $28,090.32 CHECK TOTAL $125,174.22
18313 3/10/2026 GOTO COMMUNICATIONS INC CITYWIDE ANALOG PHONE SYSTEM - MAR 2026
100230 52200 $3,197.77
CHECK TOTAL $3,197.77
18314 3/10/2026 GOVCONNECTION INC 5YR SVC AGREEMENT-CISCO 1300 SWITCH - FY25/26
503230 56130 $1,300.42
CHECK TOTAL $1,300.42
18315 3/10/2026 WOODS MAINTENANCE

SERVICES INC
GRAFFITI REMOVAL FEB 2026 100430 55540 $3,655.00
CHECK TOTAL $3,655.00
18316 3/10/2026 HANSON BRIDGETT LLP LEGAL SERVICES - SEWER DISTRICT 100120 54022 $64,634.10 CHECK TOTAL $64,634.10
18317 3/10/2026 HEATHER JEN CHANG CONTRACT CLASS - YOUTH ART 100520 55320 $336.00 CHECK TOTAL $336.00
18318 3/10/2026 HOME DEPOT CREDIT SERVICES SUNSET CROSSING SUPPLIES (CG 022026)
100630 52320 $201.67
CHECK TOTAL $201.67
18319 3/10/2026 HR GREEN PACIFIC INC PLAN CHECKS/LAND DEV - THRU 1/31/26
100 22109 $94.25

Page 21 of 618 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 3/10/2026 HR GREEN PACIFIC INC PLAN CHECKS/LAND DEV - THRU 1/31/26
100 22109 $460.50
3/10/2026 HR GREEN PACIFIC INC PLAN CHECKS/LAND DEV - THRU 1/31/26
100 22109 $852.00
CHECK TOTAL $1,406.75
18320 3/10/2026 INTEGRUS LLC RICOH COPY CHARGES - 1/19/26- 2/18/26
100230 52314 $977.99
CHECK TOTAL $977.99
18321 3/10/2026 IT1 SOURCE LLC HP TONERS (6) 100230 52314 $1,305.98 CHECK TOTAL $1,305.98
18322 3/10/2026 JASON VERHOLTZ SUNSET CROSSING PONY FIELDS (PLUMBING REPAIRS)
262630 56104 $7,815.16
CHECK TOTAL $7,815.16
18323 3/10/2026 JERMAR 29:11 INC DEPOSIT - DAY CAMP EXCURSION JULY 14, 2026
100520 53520 $269.35
CHECK TOTAL $269.35
18324 3/10/2026 JOSE RUEL DIRA GIS SUPPORT - 12/29/25 - 1/30/26 100230 54900 $3,015.90 CHECK TOTAL $3,015.90
18325 3/10/2026 JYL GROUP INC INSTRUCTOR PAYMENT - FITNESS - WS26 100520 55320 $99.60 CHECK TOTAL $99.60
18326 3/10/2026 KEVIN D JONES PS - SR57-60 CONF PROJ FEDERAL ADVOCACY - JAN 2026
100615 54400 $4,000.00
CHECK TOTAL $4,000.00
18327 3/10/2026 KRZYSZTOF CHRIS BALASINSKI YOUTH BASKETBALL OFFICIALS 100520 55305 $1,880.00 CHECK TOTAL $1,880.00
18328 3/10/2026 LA COUNTY ASSESSOR OFFICE SBF ABSTRACT - JAN 2026 100230 52314 $200.00 CHECK TOTAL $200.00
18329 3/10/2026 LA VERNE POWER EQUIPMENT
INC
REPLACEMENTS PARTS 100630 51300 $55.23
CHECK TOTAL $55.23
18330 3/10/2026 LEE CHEN MAO PC STIPEND FEBRUARY 2026 100410 52525 $65.00 CHECK TOTAL $65.00

Page 22 of 618 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 18331 3/10/2026 LEI WANG INSTRUCTOR PAYMENT - MUSIC - WS26 100520 55320 $96.00 CHECK TOTAL $96.00
18332 3/10/2026 LEWIS ENGRAVING INC CITY TILE FOR MISS DIAMOND BAR 100140 52140 $27.55 CHECK TOTAL $27.55
18333 3/10/2026 LOS ANGELES COUNTY PUBLIC
WORKS

CS - INDUSTRIAL WASTE SERVICES - THRU
JAN 2026
100610 55550 $5,293.02
3/10/2026 LOS ANGELES COUNTY PUBLIC
WORKS

SUMP PUMP MAINT (SYCAMORE CYN
PK-DEC/JAN) FY25-26
100630 52320 $1,149.39
CHECK TOTAL $6,442.41
18334 3/10/2026 LOS ANGELES PHILHARMONIC

ASSOCIATION

COMMUNITY EXCURSION DEPOSIT,
25/26
100520 55300 $909.00
CHECK TOTAL $909.00
18335 3/10/2026 MARY BASHFORD PLHA HIP 317 - XU 1661 ASPEN GROVE

LANE RETENTION
224440 55580 $1,692.00
CHECK TOTAL $1,692.00
18336 3/10/2026 MCE CORPORATION LANDSCAPE MAINTENANCE
(LLAD38/39/41- FEB 2026)
241641 55524 $5,797.59
3/10/2026 MCE CORPORATION LANDSCAPE MAINTENANCE
(LLAD38/39/41- FEB 2026)
239639 55524 $14,140.68
3/10/2026 MCE CORPORATION LANDSCAPE MAINTENANCE
(LLAD38/39/41- FEB 2026)
238638 55524 $16,970.88
CHECK TOTAL $36,909.15
18337 3/10/2026 MCMASTER-CARR SUPPLY

COMPANY
OPERATIONG SUPPLIES (CB 022426) 100630 51200 $259.38
CHECK TOTAL $259.38
18338 3/10/2026 METROLINK METROLINK PASSES - FEBRUARY 2026 206650 55610 $706.15 3/10/2026 METROLINK METROLINK PASSES - FEBRUARY 2026 206650 55620 $2,824.60 CHECK TOTAL $3,530.75
18339 3/10/2026 MICHAEL BAKER INTERNATIONAL
INC

CANYON LOOP TRAIL -HMMP PROJECT

MANAGER
301630 56104 $569.93
CHECK TOTAL $569.93
18340 3/10/2026 MOBILE RELAY ASSOCIATES INC RECURRING SERVICES FOR EMERGENCY

PREPARDNESS
100350 52300 $78.75
CHECK TOTAL $78.75

Page 23 of 618 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 18341 3/10/2026 NATIONAL TRENCH SAFETY INC KRAIL EQUIP RENTAL (010626-020226) 100655 52300 $607.35 CHECK TOTAL $607.35
18342 3/10/2026 NOVA LANDSCAPE GROUP INC LANDSCAPE MAINTENANCE SERVICES (PARKS/FEB 2026)
201630 55505 $1,250.00
3/10/2026 NOVA LANDSCAPE GROUP INC LANDSCAPE MAINTENANCE SERVICES (PARKS/FEB 2026)
100510 55505 $6,240.24
3/10/2026 NOVA LANDSCAPE GROUP INC LANDSCAPE MAINTENANCE SERVICES (PARKS/FEB 2026)
100630 55505 $44,618.54
CHECK TOTAL $52,108.78
18343 3/10/2026 OFFICE SOLUTIONS OFFICE SUPPLIES - FEBRUARY 2026 100410 51200 $99.91 3/10/2026 OFFICE SOLUTIONS OFFICE SUPPLIES - FEBRUARY 2026 100510 51200 $306.71 3/10/2026 OFFICE SOLUTIONS OFFICE SUPPLIES - FEBRUARY 2026 100210 51200 $331.87 3/10/2026 OFFICE SOLUTIONS OFFICE SUPPLIES - FEBRUARY 2026 100520 51200 $387.65 3/10/2026 OFFICE SOLUTIONS OFFICE SUPPLIES - FEBRUARY 2026 100140 51200 $1,145.09 CHECK TOTAL $2,271.23
18344 3/10/2026 ONE TIME PAY VENDOR ATT CAPITAL, LLC BOND DEPOSIT REFUND - 2740

STEEPLECHASE LN
100 22109 $55,016.00
CHECK TOTAL $55,016.00
18345 3/10/2026 ONE TIME PAY VENDOR BETTY YUEN RECREATION PROGRAM REFUND 100 20202 $60.00 CHECK TOTAL $60.00
18346 3/10/2026 ONE TIME PAY VENDOR CHIH TING RECREATION PROGRAM REFUND 100 20202 $40.00 CHECK TOTAL $40.00
18347 3/10/2026 ONE TIME PAY VENDOR CHRISTINE MCGURTY RECREATION PROGRAM REFUND 100 20202 $20.00 CHECK TOTAL $20.00
18348 3/10/2026 ONE TIME PAY VENDOR ESTHER ZEPEDA RECREATION PROGRAM REFUND 100 20202 $235.00 CHECK TOTAL $235.00
18349 3/10/2026 ONE TIME PAY VENDOR JAMES TSAO RECREATION PROGRAM REFUND 100 20202 $20.00 CHECK TOTAL $20.00
18350 3/10/2026 ONE TIME PAY VENDOR KAREN VAZQUEZ RECREATION PROGRAM REFUND 100 20202 $85.00 CHECK TOTAL $85.00

Page 24 of 618 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 18351 3/10/2026 ONE TIME PAY VENDOR KATHY FU RECREATION PROGRAM REFUND 100 20202 $20.00 CHECK TOTAL $20.00
18352 3/10/2026 ONE TIME PAY VENDOR KEVIN DEON

WASHINGTON
RECREATION PROGRAM REFUND 100 20202 $94.00
CHECK TOTAL $94.00
18353 3/10/2026 ONE TIME PAY VENDOR LI-XUE CHANG FACILITY REFUND 100 20202 $200.00 CHECK TOTAL $200.00
18354 3/10/2026 ONE TIME PAY VENDOR LILY CHEN RECREATION PROGRAM REFUND 100 20202 $20.00 CHECK TOTAL $20.00
18355 3/10/2026 ONE TIME PAY VENDOR MEILING LIU RECREATION PROGRAM REFUND 100 20202 $40.00 CHECK TOTAL $40.00
18356 3/10/2026 ONE TIME PAY VENDOR SABITA MOHAPATRA FACILITY REFUND 100 20202 $1,016.00 CHECK TOTAL $1,016.00
18357 3/10/2026 ONE TIME PAY VENDOR SANDRA BALES RECREATION PROGRAM REFUND 100 20202 $20.00 CHECK TOTAL $20.00
18358 3/10/2026 ONE TIME PAY VENDOR SCHOOLSFIRST FEDERAL

CREDIT UNION
FACILITY REFUND 100 20202 $750.00
CHECK TOTAL $750.00
18359 3/10/2026 ONE TIME PAY VENDOR SHARON BULLER RECREATION PROGRAM REFUND 100 20202 $20.00 CHECK TOTAL $20.00
18360 3/10/2026 ONE TIME PAY VENDOR SHAWN FIGUEROA RECREATION PROGRAM REFUND 100 20202 $40.00 CHECK TOTAL $40.00
18361 3/10/2026 ONE TIME PAY VENDOR SHIRLEY KIM FACILITY REFUND 100 20202 $280.61 CHECK TOTAL $280.61
18362 3/10/2026 ONE TIME PAY VENDOR TIMOTHY JOHN

BUENAVIDES
FACILTY REFUND 100 20202 $200.00
CHECK TOTAL $200.00
18363 3/10/2026 ONE TIME PAY VENDOR TRACY WANG RECREATION PROGRAM REFUND 100 20202 $100.00 CHECK TOTAL $100.00
18364 3/10/2026 ONE TIME PAY VENDOR WESSAM ELDESOUKY RECREATION PROGRAM REFUND 100 20202 $970.00

Page 25 of 618 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT CHECK TOTAL $970.00
18365 3/10/2026 ONE TIME PAY VENDOR NSCE & T LLC REFUND - PR20250000086 (1969

EVERGREEN SPRINGS)
100 20604 $5.89
3/10/2026 ONE TIME PAY VENDOR NSCE & T LLC REFUND - PR20250000086 (1969

EVERGREEN SPRINGS)
100 20603 $22.46
3/10/2026 ONE TIME PAY VENDOR NSCE & T LLC REFUND - PR20250000086 (1969

EVERGREEN SPRINGS)
104 48020 $155.68
3/10/2026 ONE TIME PAY VENDOR NSCE & T LLC REFUND - PR20250000086 (1969

EVERGREEN SPRINGS)
100 48020 $194.84
3/10/2026 ONE TIME PAY VENDOR NSCE & T LLC REFUND - PR20250000086 (1969

EVERGREEN SPRINGS)
100 22105 $230.00
3/10/2026 ONE TIME PAY VENDOR NSCE & T LLC REFUND - PR20250000086 (1969

EVERGREEN SPRINGS)
100 48010 $278.34
3/10/2026 ONE TIME PAY VENDOR NSCE & T LLC REFUND - PR20250000086 (1969

EVERGREEN SPRINGS)
100 48010 $2,783.37
CHECK TOTAL $3,670.58
18366 3/10/2026 PIVOTAL STRATEGIES LLC PUBLIC EDUCATION AND OUTREACH

SERVICES
100130 54900 $5,000.00
CHECK TOTAL $5,000.00
18367 3/10/2026 PREFERRED CONSTRUCTION

SPECIALTIES INC
TARGET.COM * CONTRACT WITHHOLDING: 26000032 262 29004 $516.75 CHECK TOTAL $516.75
18368 3/10/2026 PYRO COMM SYSTEMS INC DBC QTRLY FIRE ALARM MONITOR 100510 52320 $135.00 3/10/2026 PYRO COMM SYSTEMS INC HERITAGE PARK FIRE ALARM MONITOR QTRLY
100630 52320 $195.00
3/10/2026 PYRO COMM SYSTEMS INC CITY HALL FIRE ALARM SYSTEM

REPLACEMENT(PYRO COMM)
504620 56100 $75,854.80
CHECK TOTAL $76,184.80
18369 3/10/2026 REGIONAL TAP SERVICE CENTER FOOTHILL PASSES - FEBRUARY 2026 206650 55610 $445.86 3/10/2026 REGIONAL TAP SERVICE CENTER FOOTHILL PASSES - FEBRUARY 2026 206650 55620 $1,783.44 CHECK TOTAL $2,229.30
18370 3/10/2026 REINBERGER CORPORATION BUSINESS CARDS FOR MAYOR &

MAYOR PRO TEM
100140 52110 $346.02
CHECK TOTAL $346.02
18371 3/10/2026 RKA CONSULTING GROUP BUILDING & SAFETY CONTRACT SERVICES JAN 2026
100420 55100 $73,749.47

Page 26 of 618 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT CHECK TOTAL $73,749.47
18372 3/10/2026 ROTH STAFFING COMPANIES, LP TEMP STAFFING - FINANCE WK 2/22/2026
100210 54900 $1,420.80
3/10/2026 ROTH STAFFING COMPANIES, LP TEMP STAFFING - CITY CLERK WK 2/22/2026
100140 54900 $312.00
CHECK TOTAL $1,732.80
18373 3/10/2026 RUBEN TORRES PC STIPEND FEBRUARY 2026 100410 52525 $65.00 CHECK TOTAL $65.00
18374 3/10/2026 SAN GABRIEL VALLEY CITY

MANAGER'S ASSOCIATION
3-18-26 SGVCMA MEETING - DAN FOX 100130 52410 $40.00
CHECK TOTAL $40.00
18375 3/10/2026 SC FUELS FLEET FUEL (020126-021526) 502130 52330 $18.59 3/10/2026 SC FUELS FLEET FUEL (020126-021526) 502630 52330 $303.37 3/10/2026 SC FUELS FLEET FUEL (020126-021526) 502620 52330 $318.43 3/10/2026 SC FUELS FLEET FUEL (020126-021526) 502655 52330 $608.04 3/10/2026 SC FUELS FLEET FUEL (021626-022826) 502620 52330 $299.60 3/10/2026 SC FUELS FLEET FUEL (021626-022826) 502630 52330 $312.91 3/10/2026 SC FUELS FLEET FUEL (021626-022826) 502655 52330 $536.64 CHECK TOTAL $2,397.58
18376 3/10/2026 SHRED TIME INC SHREDDING OF UNIFORMS 100240 51200 $357.00 CHECK TOTAL $357.00
18377 3/10/2026 SKATE EXPRESS INC DEPOSIT - DAY CAMP EXCURSION JUNE 16, 2026
100520 53520 $100.00
CHECK TOTAL $100.00
18378 3/10/2026 SOUTH COAST AIR QUALITY

MANAGEMENT DISTRICT

EQUIP PERMIT RENEWAL FEE
(DBC/DIESEL GEN) FY25-26
100510 52320 $565.63
3/10/2026 SOUTH COAST AIR QUALITY

MANAGEMENT DISTRICT
EMISSION FEE (DBC) FY25-26 100510 52320 $170.94
CHECK TOTAL $736.57
18379 3/10/2026 SPECTRUM BUSINESS INTERNET SERVICE/HERITAGE PARK - FEB 2026
100230 54030 $294.15
3/10/2026 SPECTRUM BUSINESS SUMMARY BILL - CABLE TV/INTERNET - FEB 2026
100230 54030 $1,942.60

Page 27 of 618 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT CHECK TOTAL $2,236.75
18380 3/10/2026 STAY GREEN INC LANDSCAPE MAINTENANCE (CITY HALL/FEB 2026)
100620 52320 $1,250.00
CHECK TOTAL $1,250.00
18381 3/10/2026 SURENDRA R MEHTA PC STIPEND FEBRUARY 2026 100410 52525 $65.00 CHECK TOTAL $65.00
18382 3/10/2026 TASC FSA FEES - FEB 100220 52515 $134.64 CHECK TOTAL $134.64
18383 3/10/2026 TENNIS ANYONE INC CONTRACT CLASSES TENNIS SERVIC 100520 55320 $7,556.10 CHECK TOTAL $7,556.10
18384 3/10/2026 THE CITY OF DIAMOND BAR

COMMUNITY FOUNDATION
14TH ANNUAL GOLF TOURNAMENT 101110 52600 $200.00
CHECK TOTAL $200.00
18385 3/10/2026 THE GAS COMPANY DBC (011526-021326) 100510 52215 $1,093.85 3/10/2026 THE GAS COMPANY CITYHALL (0113626-021126) 100620 52215 $1,085.25 3/10/2026 THE GAS COMPANY HERITAGE PARK (011426-021226) 100630 52215 $463.89 CHECK TOTAL $2,642.99
18386 3/10/2026 THE SAN GABRIEL VALLEY

NEWSPAPER GR
LEGAL AD PL2024-51 CC MTG 103410 52160 $1,027.94
CHECK TOTAL $1,027.94
18387 3/10/2026 THE SAN GABRIEL VALLEY

NEWSPAPER GR
ORD. NO. 03(2026) 1ST READING 100140 52160 $408.72
CHECK TOTAL $408.72
18388 3/10/2026 THE TAIT GROUP INC PS/TRANSPORTATION ADVOCACY - JAN 2026
100615 54410 $500.00
CHECK TOTAL $500.00
18389 3/10/2026 THOMAS DONINI SENIOR DANCE DJ, 25/26 100520 55310 $450.00 CHECK TOTAL $450.00
18390 3/10/2026 TORTI GALLAS AND PARTNERS
INC
TOWN CENTER SPECIFIC PLAN ODS 103410 54900 $4,235.42
3/10/2026 TORTI GALLAS AND PARTNERS
INC
TOWN CENTER SPECIFIC PLAN FEB 2026 103410 54900 $11,000.00

Page 28 of 618 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT CHECK TOTAL $15,235.42
18391 3/10/2026 TUMBLE-N-KIDS INC CONTRACT CLASS- YOUTH

GYMNASTICS
100520 55320 $1,732.80
CHECK TOTAL $1,732.80
18392 3/10/2026 TYLER TECHNOLOGIES INC ELM PROJECT MGMT HOURS - 503230 56135 $5,600.00 CHECK TOTAL $5,600.00
18393 3/10/2026 ULINE INC RECYCLING EQUIPMENT 250170 51300 $334.13 CHECK TOTAL $334.13
18394 3/10/2026 UNDERGROUND SERVICE ALERT

OF SO CA
US DIGALERT - CA STATE FEE - MAR 2026 100610 54900 $102.89 3/10/2026 UNDERGROUND SERVICE ALERT

OF SO CA

US DIGALERT - MONTHLY SERVICE FEE -
FEB 2026
100610 54900 $225.00
CHECK TOTAL $327.89
18395 3/10/2026 US BANK CALCARD STATEMENT - FEBRUARY 2026 999 28100 $29,859.38 CHECK TOTAL $29,859.38
18396 3/10/2026 VALLEY VISTA SERVICES, INC. STREET SWEEPING SERVICES (020126- 022826)
100655 55510 $10,614.00
CHECK TOTAL $10,614.00
18397 3/10/2026 VERIZON WIRELESS WIRELESS PHONE SERVICE - 12/17/25- 1/16/26
100230 52200 $2,279.32
CHECK TOTAL $2,279.32
18398 3/10/2026 WAXIE SANITARY SUPPLY JANITORIAL SUPPLIES (DBC) 100510 51210 $607.57 3/10/2026 WAXIE SANITARY SUPPLY JANITORIAL SUPPLIES (DBC) 100510 51210 $421.54 3/10/2026 WAXIE SANITARY SUPPLY JANITORIAL SUPPLIES (HERITAGE PARK) 100630 51200 $340.16 3/10/2026 WAXIE SANITARY SUPPLY JANITORIAL SUPPLIES (CITYHALL) 100620 51200 $1,775.56 CHECK TOTAL $3,144.83
18399 3/10/2026 WEST COAST ARBORISTS INC CITYWIDE TREE MAINTENANCE (011626- 13126)
100645 55522 $2,604.00
3/10/2026 WEST COAST ARBORISTS INC CITYWIDE TREE MAINTENANCE (020126- 021526)
100645 55522 $11,975.00
CHECK TOTAL $14,579.00
18400 3/10/2026 WOODRUFF & SMART, A

PROFESSIONAL CORPORATION
LEGAL SERVICES - JANUARY 2026 100120 54020 $987.00

Page 29 of 618 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 3/10/2026 WOODRUFF & SMART, A

PROFESSIONAL CORPORATION
LEGAL SERVICES - JANUARY 2026 100120 54020 $4,173.60
3/10/2026 WOODRUFF & SMART, A

PROFESSIONAL CORPORATION
LEGAL SERVICES - JANUARY 2026 100120 54020 $84.60
3/10/2026 WOODRUFF & SMART, A

PROFESSIONAL CORPORATION
LEGAL SERVICES - JANUARY 2026 100120 54020 $958.80
3/10/2026 WOODRUFF & SMART, A

PROFESSIONAL CORPORATION
LEGAL SERVICES - JANUARY 2026 100120 54020 $4,935.00
3/10/2026 WOODRUFF & SMART, A

PROFESSIONAL CORPORATION
LEGAL SERVICES - JANUARY 2026 100120 54020 $620.40
CHECK TOTAL $11,759.40
GRAND TOTAL $729,060.97

Page 30 of 618 ends

Agenda Item #: 8.3
Meeting Date: March 17, 2026

CITY COUNCIL AGENDA REPORT
TO: Honorable Mayor and Members of the City Council
FROM: Daniel Fox, City Manager
SUBJECT: Treasurer's Statement.

STRATEGIC GOAL: Responsible Stewardship of Public Resources RECOMMENDATION:

Approve the February 2026 Treasurer’s Statement.

FINANCIAL IMPACT:

None.

BACKGROUND:

Consistent with City policy, the Finance Department presents the monthly Treasurer’s Statement to the City Council for review and approval.

ANALYSIS:

This statement shows the cash balances with a breakdown of various investment accounts and the yield to maturity from investments. This statement also includes an investment portfolio management report which details the activities of investments.

PREPARED BY:

Jason Jacobsen, Director, Finance
ATTACHMENTS:

1. Treasurer's Cash Balance Report - Feb 2026

2. Treasurer's Certification Portfolio Report - Feb 2026

Page 31 of 618 ends

CASH & INVESTMENT BALANCES
Cash Funds
General Account $2,538,044.81
Payroll Account $0.00
Change Fund - General Fund $630.00
Petty Cash Account $303.00
Cash With Fiscal Agent (US Bank 2021 Bonds) $1,456.85
Total Cash Funds $2,540,434.66
City & LAIF Invested Funds (Book Value):

Local Agency Investment Fund $23,485,249.33
City-Managed Fixed-Income Securities (0-5 year maturity) $46,327,734.42 Total Investment Funds (Book Value) $69,812,983.75
Fiscal Year-To-Date Effective Rate of Return (City Funds & LAIF) 3.89% (8 Months) Fiscal YTD Interest Earnings (City Funds & LAIF) $1,715,401.44 (8 Months) FY 2025-26 Budgeted Interest Earnings (City Funds & LAIF) $1,530,800.00 (12 Months) Invested Funds With OPEB Trust (Managed by CalPERS/State Street) $1,118,690.18 Annualized rate of return (6/30/2016 - 6/30/2025) 5.16% ( 9 Years) OPEB Trust Starting Balance (7/1/2025) $945,947.34
OPEB Trust FY 25-26 Contributions $88,000.00
OPEB Trust FY 25-26 Earnings $84,742.84 (8 Months)
OPEB Trust Ending Balance (02/28/2026) $1,118,690.18
GRAND TOTAL - CASH & INVESTMENTS $73,472,108.59

CITY OF DIAMOND BAR - CITY TREASURER'S CASH BALANCE REPORT AS OF FEBRUARY 28, 2026

Page 32 of 618 ends

INVESTMENTS BOOK VALUE

PERCENT OF

PORTFOLIO TERM

DAYS TO

MATURITY

YIELD TO

MATURITY
Federal Credit Union CD $13,386,000.00 19.17% 1,532 739 4.347% Local Agency Investment Fund $23,485,249.33 33.64% 1 1 3.871% Corporate Notes $3,692,546.67 5.29% 1,704 1,142 4.896%
Federal Agency Coupon Securities $7,639,836.50 10.94% 1,552 377 4.186% Treasury Coupon Securities $3,095,703.65 4.43% 1,813 712 2.985% Federal Agency Callable $5,000,000.00 7.16% 1,826 192 1.900% Certificates of Deposit-Banks $6,315,229.69 9.05% 1,562 669 3.909% Municipal Bonds $1,553,905.78 2.23% 1,585 433 4.738%
Money Market Fund $5,644,512.13 8.09% 1 1 3.650%
Total Investments and Averages $69,812,983.75 100.00% 942 359 3.875%

TOTAL INTEREST EARNED
I certify that this report accurately reflects all City pooled investments Daniel Fox and is in conformity with the investment policy of the City of Diamond Bar City Treasurer approved by City Council and on file in the City Clerk's office. The investment program herein provides sufficient cash flow liquidity to meet the next six months estimated expenditures.
$222,548.67 $1,715,401.44

4.18% 3.89%

CITY OF DIAMOND BAR

INVESTMENT PORTFOLIO SUMMARY REPORT
FEBRUARY 28, 2026

MONTH ENDING FISCAL YEAR-TO-DATE
FEBRUARY 28, 2026 2025-2026

Page 33 of 618 ends

City of Diamond Bar
Portfolio Management
February 28, 2026
City of Diamond Bar
21810 Copley Drive
Diamond Bar, CA
(909)839-7053
Portfolio Summary
% of
Portfolio
Book
Value Investments
Market
Value
Par
Value
Days to
Term Maturity
YTM/C
Federal Credit Union CD 13,386,000.00 13,499,828.45 13,386,000.00 19.17 1,532 739 4.347 Local Agency Investment Funds 23,485,249.33 23,128,942.85 23,485,249.33 33.64 1 1 3.871 Corporate Notes 3,800,000.00 3,737,275.20 3,692,546.67 5.29 1,704 1,142 4.896 Federal Agency Coupon Securities 7,625,000.00 7,663,557.05 7,639,836.50 10.94 1,552 377 4.186 Treasury Coupon Securities 3,125,000.00 3,069,040.85 3,095,703.65 4.43 1,813 712 2.985 Federal Agency Callable 5,000,000.00 4,854,084.00 5,000,000.00 7.16 1,826 192 1.900 Certificate of Deposit 6,384,000.00 6,338,707.40 6,315,229.69 9.05 1,562 669 3.909 Municipal Bonds 1,595,000.00 1,544,199.64 1,553,905.78 2.23 1,585 433 4.738 Money Market Fund 5,644,512.13 5,644,512.13 5,644,512.13 8.09 1 1 3.650 69,812,983.75 100.00%
Investments
70,044,761.46 69,480,147.57 942 359 3.875
Current Year
February 28
222,548.67
Fiscal Year To Date
1,715,401.44
Average Daily Balance
Effective Rate of Return
69,359,026.98 66,217,955.70

4.18% 3.89%
Total Earnings Month Ending
__________________________________________________ ____________________ Jason M. Jacobsen, Finance Director
Portfolio POOL
AP
Reporting period 02/01/2026-02/28/2026
Run Date: 03/11/2026 - 14:03 PM (PRF_PM1) 7.3.0
Report Ver. 7.3.6.1
03/11/2026

Page 34 of 618 ends

Days to
Maturity

Page 1 ends

Par Value Book Value
Maturity
Date
Stated
Market Value Rate
February 28, 2026
Portfolio Details - Investments
Average
Balance Issuer
Portfolio Management
City of Diamond Bar
YTM/C
CUSIP Investment # Term
Purchase
Date
Federal Credit Union CD
06251A3K4 10402 America's Credit Union 12/16/2021 248,000.00 238,674.70 248,000.00 1.350 1,826 290 1.350 12/16/2026 00790UAC1 10682 ADVANTAGE CREDIT UNION 07/31/2024 249,000.00 252,742.72 249,000.00 4.450 1,826 1,248 4.450 07/31/2029 01025RAT6 10750 ALABAMA CREDIT UNION 07/09/2025 249,000.00 249,000.00 249,000.00 4.150 730 495 4.150 07/09/2027 02157RAA5 10683 ALTAONE FEDERAL CREDIT 07/19/2024 249,000.00 252,731.02 249,000.00 4.450 1,826 1,236 4.450 07/19/2029 011852AE0 10547 Alaska USA FCU 03/08/2023 249,000.00 252,861.74 249,000.00 4.600 1,827 738 4.600 03/08/2028 052392BT3 10495 AUSTIN TELCO FCU 09/21/2022 249,000.00 248,064.26 249,000.00 3.800 1,826 569 3.800 09/21/2027 07181JBH6 10697 Baxter Credit Union 08/22/2024 249,000.00 251,516.15 249,000.00 4.350 1,461 905 4.350 08/22/2028 07371BWA5 10679 Beal Bank-Plano TX 06/12/2024 244,000.00 249,267.47 244,000.00 4.650 1,820 1,193 4.650 06/06/2029 09776DAV6 10744 BOM BANK 06/24/2025 249,000.00 249,560.75 249,000.00 4.100 1,826 1,576 4.100 06/24/2030 14042THZ3 10453 Capital One Bank USA 07/27/2022 248,000.00 245,659.87 248,000.00 3.500 1,826 513 3.500 07/27/2027 12481GAZ0 10663 CBC Federal Credit Union 05/14/2024 249,000.00 254,402.30 249,000.00 4.650 1,826 1,170 4.650 05/14/2029 17783PAK7 10625 City Federal Credit Union 01/18/2024 249,000.00 248,770.92 249,000.00 4.000 1,827 1,054 4.000 01/18/2029 19058RAG6 10684 COASTAL1CU 07/22/2024 249,000.00 252,914.28 249,000.00 4.550 1,460 873 4.550 07/21/2028 14622LAS1 10686 CARTER FEDERAL CU 08/07/2024 249,000.00 250,879.20 249,000.00 4.250 1,826 1,255 4.250 08/07/2029 23204HPM4 10678 Customers Bank 06/11/2024 244,000.00 247,884.48 244,000.00 4.850 1,095 467 4.850 06/11/2027 291916AG9 10596 Empower FED Credit Union 10/23/2023 248,000.00 256,339.50 248,000.00 5.100 1,827 967 5.100 10/23/2028 29367RNG7 10720 Enterprise Bank Corp. 08/28/2024 249,000.00 246,619.81 249,000.00 3.800 1,826 1,276 3.800 08/28/2029 32026U5U6 10664 First Foundation Bank 05/22/2024 244,000.00 248,712.37 244,000.00 4.600 1,826 1,178 4.600 05/22/2029 32114MBC0 10681 First Natl Bnk Blue Erth 06/20/2024 248,000.00 252,125.23 248,000.00 4.850 1,095 476 4.850 06/20/2027 33610RVR1 10685 FIRST PREMIER BANK 07/17/2024 244,000.00 247,068.79 244,000.00 4.450 1,461 869 4.450 07/17/2028 42228LAH4 10496 HEALTHCARE SYSTEMS FCU 09/21/2022 249,000.00 247,762.47 249,000.00 3.600 1,461 204 3.600 09/21/2026 42869GAB2 10639 Hickam 01/31/2024 249,000.00 250,321.19 249,000.00 4.150 1,461 701 4.150 01/31/2028 856285E98 10410 State Bank of India 01/31/2022 248,000.00 239,542.46 248,000.00 1.750 1,827 337 1.750 02/01/2027 472207AE9 10491 JEANNE D'ARC CREDIT UNION 09/30/2022 249,000.00 248,050.07 249,000.00 3.800 1,826 578 3.800 09/30/2027 48115LAM6 10707 Jovia Financial Credit Union C 08/16/2024 249,000.00 250,756.20 249,000.00 4.650 731 169 4.650 08/17/2026 50625LBR3 10606 LAFAYETTE FCU 11/30/2023 248,000.00 252,246.01 248,000.00 5.250 1,096 274 5.250 11/30/2026 534574AC2 10571 LINCOLN PARK COMMUNITY BANK 08/28/2023 248,000.00 255,291.20 248,000.00 5.000 1,827 911 5.000 08/28/2028 55026MAE5 10487 LUMINATE BANK 09/15/2022 249,000.00 245,970.67 249,000.00 3.400 1,826 563 3.400 09/15/2027 56824JBC7 10718 Marine Federal Corp. 08/30/2024 249,000.00 248,943.98 249,000.00 4.000 731 183 4.000 08/31/2026 58404DUA7 10622 Medallion Bank 12/29/2023 248,000.00 249,798.74 248,000.00 4.500 1,096 303 4.500 12/29/2026 59524LAA4 10549 MID CAROLINA CU 03/13/2023 249,000.00 250,484.54 249,000.00 4.850 1,096 12 4.850 03/13/2026 61690DQK7 10662 Morgan Stanley Bank 05/08/2024 244,000.00 248,468.37 244,000.00 4.700 1,461 799 4.700 05/08/2028 61776NTH6 10745 Morgan Stanley Bank 06/18/2025 244,000.00 246,684.49 244,000.00 4.300 1,828 1,572 4.300 06/20/2030 62847NEL6 10646 MVB BANK INC 03/27/2024 249,000.00 250,270.90 249,000.00 4.800 730 26 4.800 03/27/2026 654062LP1 10643 NICOLET NATIONAL BANK 03/08/2024 249,000.00 250,835.88 249,000.00 4.250 1,826 1,103 4.250 03/08/2029 68584JAV1 10675 Oregon Community Cred Un 06/07/2024 248,000.00 250,322.77 248,000.00 5.050 731 99 5.050 06/08/2026 682325EK7 10676 One Community Bank 06/18/2024 249,000.00 252,002.94 249,000.00 4.850 913 292 4.850 12/18/2026 Portfolio POOL
AP
Run Date: 03/11/2026 - 14:03 PM (PRF_PM2) 7.3.0
Report Ver. 7.3.6.1

Page 35 of 618 ends

Days to
Maturity

Page 2 ends

Par Value Book Value
Maturity
Date
Stated
Market Value Rate
February 28, 2026
Portfolio Details - Investments
Average
Balance Issuer
Portfolio Management
City of Diamond Bar
YTM/C
CUSIP Investment # Term
Purchase
Date
Federal Credit Union CD
722000AC0 10575 PIMA FEDERAL CREDIT 08/17/2023 248,000.00 251,496.55 248,000.00 5.300 1,096 169 5.300 08/17/2026 77357DAB4 10607 ROCKLAND FCU 11/30/2023 248,000.00 255,737.85 248,000.00 5.000 1,827 1,005 5.000 11/30/2028 795451EG4 10752 Sallie Mae Bank 12/17/2025 245,000.00 245,000.00 245,000.00 3.850 1,826 1,752 3.850 12/17/2030 835104DG2 10751 SOMERSET TRUST CO 07/08/2025 249,000.00 249,000.00 249,000.00 3.950 1,645 1,409 3.950 01/08/2030 849061AF3 10644 SPOKANE TEACHERS CR UN 03/25/2024 245,000.00 248,134.78 245,000.00 4.750 1,095 389 4.750 03/25/2027 87868YAL7 10551 TECHNOLOGY CU 03/23/2023 249,000.00 250,615.76 249,000.00 5.000 1,096 22 5.000 03/23/2026 89235MNT4 10442 Toyota Financial SGS Bank 07/22/2022 248,000.00 245,192.14 248,000.00 3.400 1,826 508 3.400 07/22/2027 89839KAD7 10604 TRUSTSTAR BANK 11/22/2023 248,000.00 253,735.25 248,000.00 4.750 1,827 997 4.750 11/22/2028 88709RBH1 10677 Timberland Bank Hoquaim 06/12/2024 249,000.00 251,960.11 249,000.00 4.850 912 285 4.850 12/11/2026 89854LAD5 10564 TTCU FED CU 07/26/2023 248,000.00 255,131.24 248,000.00 5.000 1,827 878 5.000 07/26/2028 91527PCF2 10651 Univest Bank & Trust Co. 03/13/2024 249,000.00 250,836.38 249,000.00 4.250 1,826 1,108 4.250 03/13/2029 91739JAD7 10589 UTAH FIRST CD 10/30/2023 248,000.00 256,390.83 248,000.00 5.100 1,827 974 5.100 10/30/2028 06543PDA0 10494 BANK OF THE VALLEY NE 09/30/2022 249,000.00 249,655.12 249,000.00 4.100 1,826 578 4.100 09/30/2027 91823MBE4 10499 VCC BANK 10/14/2022 249,000.00 249,741.02 249,000.00 4.250 1,461 227 4.250 10/14/2026 93883MBA5 10674 WASHINGTON FINANCIAL 05/31/2024 244,000.00 247,883.02 244,000.00 4.500 1,826 1,187 4.500 05/31/2029 949764JY1 10617 Wells Fargo 12/27/2023 248,000.00 248,606.61 248,000.00 4.100 1,827 1,032 4.100 12/27/2028 98138MCA6 10590 WORKERS FCU 10/30/2023 248,000.00 257,163.35 248,000.00 5.200 1,827 974 5.200 10/30/2028 Subtotal and Average 13,616,321.43 13,386,000.00 13,499,828.45 13,386,000.00 1,532 739 4.347 Local Agency Investment Funds
LAIF 10028 Local Agency Investment Fund 23,485,249.33 23,128,942.85 23,485,249.33 3.871 1 1 3.871 Subtotal and Average 20,020,963.62 23,485,249.33 23,128,942.85 23,485,249.33 1 1 3.871 Corporate Notes
06406YAA0 10732 Bank of NY Mello Corp. 01/13/2025 350,000.00 336,085.75 329,964.23 3.300 1,683 1,271 5.170 08/23/2029 06048WR36 10515 Bank of America Corp. 12/27/2022 500,000.00 478,120.00 482,612.37 2.000 1,638 478 5.000 06/22/2027 17325FBK3 10733 CITIBANK 01/13/2025 350,000.00 357,378.35 347,829.54 4.838 1,666 1,223 5.042 08/06/2029 29736RAP5 10737 ESTEE LAUDER CO 03/25/2025 300,000.00 276,582.30 276,694.48 2.375 1,712 1,371 4.707 12/01/2029 24422EXB0 10668 JOHN DEERE CAPITAL CORP 05/29/2024 500,000.00 512,160.00 499,672.01 4.950 1,507 866 4.979 07/14/2028 46647PAX4 10731 JP Morgan Chase 01/07/2025 400,000.00 400,666.80 394,308.30 4.452 1,793 1,010 4.980 12/05/2029 49177JAH5 10738 KENVUE INC 03/25/2025 300,000.00 309,040.50 304,392.76 5.000 1,823 1,482 4.581 03/22/2030 59217GFT1 10734 MET LIFE GLOBAL 01/09/2025 500,000.00 509,891.00 499,452.51 4.900 1,826 1,410 4.932 01/09/2030 637432NV3 10739 NATIONAL RURAL UTILITIES COOPE 03/25/2025 300,000.00 275,971.50 275,494.82 2.400 1,816 1,475 4.691 03/15/2030 808513BX2 10740 CHARLES SCHWAB 03/25/2025 300,000.00 281,379.00 282,125.65 2.750 1,651 1,310 4.611 10/01/2029 Subtotal and Average 3,690,932.44 3,800,000.00 3,737,275.20 3,692,546.67 1,704 1,142 4.896 Portfolio POOL
AP
Run Date: 03/11/2026 - 14:03 PM (PRF_PM2) 7.3.0

Page 36 of 618 ends

Days to
Maturity

Page 3 ends

Par Value Book Value
Maturity
Date
Stated
Market Value Rate
February 28, 2026
Portfolio Details - Investments
Average
Balance Issuer
Portfolio Management
City of Diamond Bar
YTM/C
CUSIP Investment # Term
Purchase
Date
Federal Agency Coupon Securities
17325FBB3 10631 CITIBANK 01/30/2024 750,000.00 784,097.25 766,332.58 5.803 1,704 943 4.847 09/29/2028 3133EPCG8 10545 Federal Farm Credit Bank 03/01/2023 1,000,000.00 1,006,393.00 997,793.16 4.125 1,736 640 4.267 12/01/2027 3133EPQC2 10572 Federal Farm Credit Bank 08/02/2023 1,000,000.00 1,006,442.00 999,872.30 4.625 1,080 138 4.661 07/17/2026 3130ASGU7 10432 Federal Home Loan Bank 06/16/2022 1,000,000.00 992,955.00 999,766.80 3.500 1,821 467 3.520 06/11/2027 3130ASJ59 10447 Federal Home Loan Bank 07/18/2022 1,000,000.00 993,763.00 1,000,611.47 3.375 1,425 103 3.141 06/12/2026 313373B68 10537 Federal Home Loan Bank 02/27/2023 500,000.00 500,936.50 499,962.32 4.375 1,110 12 4.619 03/13/2026 3130AWMN7 10563 Federal Home Loan Bank 07/21/2023 500,000.00 509,053.50 502,019.41 4.375 1,785 831 4.177 06/09/2028 3130B0N70 10645 Federal Home Loan Bank 03/27/2024 500,000.00 501,559.00 500,000.00 4.850 1,826 26 4.850 03/27/2029 3130B2F59 10706 Federal Home Loan Bank 08/20/2024 575,000.00 571,303.90 575,000.00 4.250 1,816 162 4.250 08/10/2029 45818WED4 10498 INTER-AMERICAN DEV. BANK 09/13/2022 500,000.00 491,113.00 496,792.11 2.980 1,731 466 3.902 06/10/2027 61746BCY0 10708 Morgan Stanley Bank 08/01/2024 300,000.00 305,940.90 301,686.35 6.250 738 161 4.888 08/09/2026 Subtotal and Average 7,640,171.57 7,625,000.00 7,663,557.05 7,639,836.50 1,552 377 4.186 Treasury Coupon Securities
91282CMG3 10735 UST 02/13/2025 300,000.00 305,871.00 297,630.45 4.250 1,813 1,432 4.477 01/31/2030 91282CMD0 10736 UST 02/13/2025 325,000.00 333,150.35 323,722.43 4.375 1,782 1,401 4.489 12/31/2029 91282CDQ1 10403 U.S. Treasury 01/04/2022 1,000,000.00 962,539.00 999,136.85 1.250 1,822 305 1.357 12/31/2026 91282CEW7 10436 U.S. Treasury 07/14/2022 1,000,000.00 991,133.00 1,002,891.66 3.250 1,812 486 3.014 06/30/2027 91282CEE7 10654 U.S. Treasury 04/08/2024 500,000.00 476,347.50 472,322.26 2.375 1,818 1,126 4.393 03/31/2029 Subtotal and Average 3,095,379.29 3,125,000.00 3,069,040.85 3,095,703.65 1,813 712 2.985 Federal Agency Callable
3133EMSH6 10258 Federal Farm Credit Bank 03/03/2021 500,000.00 488,746.50 500,000.00 0.790 1,826 2 0.790 03/03/2026 3133ENKG4 10397 Federal Farm Credit Bank 01/11/2022 1,000,000.00 964,163.00 1,000,000.00 1.470 1,826 316 1.470 01/11/2027 3133ENMA5 10405 Federal Farm Credit Bank 01/26/2022 1,500,000.00 1,453,453.50 1,500,000.00 1.840 1,826 331 1.840 01/26/2027 3133ETMB0 10746 Federal Farm Credit Bank 06/24/2025 500,000.00 499,550.50 500,000.00 4.650 1,826 115 4.650 06/24/2030 3130AQKJ1 10406 Federal Home Loan Bank 01/28/2022 1,500,000.00 1,448,170.50 1,500,000.00 1.700 1,826 58 1.700 01/28/2027 Subtotal and Average 5,857,139.09 5,000,000.00 4,854,084.00 5,000,000.00 1,826 192 1.900 Certificate of Deposit
06406GAA9 10717 Bank of NY Mello Corp. 08/01/2024 500,000.00 481,544.00 479,650.26 3.000 1,551 882 4.702 10/30/2028 066519QK8 10256 BANK UNITED NA 03/05/2021 248,000.00 242,158.86 248,000.00 0.650 1,826 4 0.000 03/05/2026 06051GGA1 10716 Bank of America Corp. 08/01/2024 300,000.00 294,235.50 293,887.76 3.248 1,176 599 4.596 10/21/2027 23288UAA5 10555 Cy Fair FCU 05/19/2023 249,000.00 250,684.98 249,000.00 4.350 1,461 444 4.355 05/19/2027 3130B0YH6 10661 Federal Home Loan Bank 04/19/2024 500,000.00 508,452.50 500,000.00 5.010 1,826 1,145 5.010 04/19/2029 356436AR6 10658 Freedom Northwest CU 04/19/2024 249,000.00 253,466.81 249,000.00 4.550 1,826 1,145 4.550 04/19/2029 Portfolio POOL
AP
Run Date: 03/11/2026 - 14:03 PM (PRF_PM2) 7.3.0

Page 37 of 618 ends

Days to
Maturity

Page 4 ends

Page 38 of 618 ends

Days to
Maturity

Page 5 ends

Par Value Book Value
Stated
Market Value Rate
February 28, 2026
Portfolio Details - Cash
Average
Balance Issuer
Portfolio Management
City of Diamond Bar
YTM/C
CUSIP Investment # Term
Purchase
Date

0.00 69,359,026.98 70,044,761.46 942 359 3.875
Average Balance 0 0
Total Cash and Investments 69,480,147.57 69,812,983.75
Portfolio POOL
AP
Run Date: 03/11/2026 - 14:03 PM (PRF_PM2) 7.3.0

Page 39 of 618 ends

Page 1 ends

Stated
Rate
Transaction
Date
February 1, 2026 through February 28, 2026
Activity By Type
Balance
Portfolio Management
City of Diamond Bar
CUSIP Investment # Issuer
Purchases
or Deposits
Redemptions
or Withdrawals
Federal Credit Union CD
19123RAA0 10529 COCA-COLA FCU 4.600 02/02/2026 0.00 249,000.00 39573LAV0 10255 GREENSTATE CREDIT UNION 0.650 02/26/2026 0.00 248,000.00 Subtotal 0.00 497,000.00 13,386,000.00
Local Agency Investment Funds (Monthly Summary)
LAIF 10028 Local Agency Investment Fund 3.871 4,500,000.00 0.00 Subtotal 4,500,000.00 0.00 23,485,249.33
Corporate Notes
Subtotal 3,692,546.67
Federal Agency Coupon Securities
Subtotal 7,639,836.50
Treasury Coupon Securities
Subtotal 3,095,703.65
Federal Agency Callable
3130AL7M0 10254 Federal Home Loan Bank 0.625 02/24/2026 0.00 500,000.00 ** 3010B07G8 10641 Federal Home Loan Bank 5.000 02/26/2026 0.00 500,000.00 Subtotal 0.00 1,000,000.00 5,000,000.00
Certificate of Deposit
Subtotal 6,315,229.69
Municipal Bonds
Subtotal 1,553,905.78
Wells Fargo Sweep Account
Subtotal 0.00
Money Market Fund
857492888 10562 State Street Advisors 3.650 33,660.11 3,000,000.00 Subtotal 33,660.11 3,000,000.00 5,644,512.13
Total 4,533,660.11 4,497,000.00 69,812,983.75
Portfolio POOL
AP
Run Date: 03/11/2026 - 14:03 PM (PRF_PM3) 7.3.0
** - Indicates incomplete recording of maturity redemption.

Report Ver. 7.3.6.1

Page 40 of 618 ends

Page 1 ends

February 2025 through February 2026
Distribution of Investments By Type
Portfolio Management
City of Diamond Bar
February March April Average
2025 2025 by Period
May June July
2025 2025
August September October
2025 2025
November January
2025 2026
February
Security Type 2026
December
2025 2025 2025 2025
Federal Credit Union CD 23.3 23.1 23.0 21.4 22.5 23.1 23.5 23.5 22.5 23.2 22.4 19.9 19.2 22.3% Local Agency Investment Funds 3.1 3.2 13.8 13.2 15.1 14.5 13.4 13.9 13.7 14.3 13.6 27.3 33.6 14.8% Negotiable CDs
Corporate Notes 3.7 5.3 5.3 5.1 5.3 5.4 5.6 5.8 5.8 5.9 5.6 5.3 5.3 5.3% Federal Agency Coupon Securities 11.8 11.9 11.8 11.4 11.0 11.3 11.7 12.1 12.0 12.3 11.7 10.9 10.9 11.6% Federal Agency Disc. -Amortizing
Treasury Coupon Securities 13.1 8.9 8.8 8.5 7.3 7.5 7.8 6.5 4.8 5.0 4.7 4.4 4.4 7.1% Treasury Discounts -Amortizing
Federal Agency Callable 11.2 11.3 10.5 10.1 11.1 11.5 11.8 11.0 11.0 10.5 9.2 8.6 7.2 10.4% Certificate of Deposit 11.6 11.7 10.9 9.5 9.4 9.3 9.6 9.9 9.9 10.2 9.7 9.0 9.1 10.0% Callables
Municipal Bonds 2.6 2.6 2.6 2.5 2.2 2.3 2.3 2.4 2.4 2.5 2.4 2.2 2.2 2.4% Wells Fargo Sweep Account
Money Market Fund 19.8 22.2 13.4 18.4 16.2 15.2 14.4 14.9 18.0 16.2 20.8 12.3 8.1 16.1% Floating Rate Notes
Portfolio POOL
AP
Run Date: 03/11/2026 - 14:03 PM (PRF_PM5) 7.3.0
Report Ver. 7.3.6.1

Page 41 of 618 ends

Agenda Item #: 8.4
Meeting Date: March 17, 2026

CITY COUNCIL AGENDA REPORT
TO: Honorable Mayor and Members of the City Council
FROM: Daniel Fox, City Manager
SUBJECT: Agreement with LSL, LLP to provide External Auditor Services.

STRATEGIC GOAL: Responsible Stewardship of Public Resources RECOMMENDATION:

A. Approve, and authorize the City Manager to sign, a Professional Services Agreement with LSL, LLP for a notto-exceed amount of $185,535 for External Auditor Services through June 30, 2029; and B. Appropriate $10,000 from the General Fund and $7,400 from the Measure W Fund for External Auditor Services.

FINANCIAL IMPACT:

The cost for the Fiscal Year (FY) 2025-26 year-end audit and preparation of the City’s Annual Comprehensive Financial Report (ACFR) is $50,640. Approximately 40% of this amount is expected to be billed for interim audit work prior to June 30, 2026. Currently, $11,000 is available in the Finance Department’s operating budget for these services. Therefore, an additional appropriation of $10,000 is requested in the Finance Department operating budget (100210-54010) to support the cost of these services.

The cost for the required three-year Safe, Clean Water Program (Measure W) compliance audit is $18,410.

Approximately 40% of this amount is expected to be billed for interim audit work prior to June 30, 2026.

Currently, no funds are budgeted in the Measure W Fund (201210-54010) for this service. Therefore, an additional appropriation of $7,400 is requested in the Measure W Fund to support the cost of these services.

The total three-year not-to-exceed amount of the proposed agreement through June 30, 2029, is $185,535, which includes a 5% contingency of $8,835 for additional, as-needed auditing services. Future audit costs will be included in the Finance Department’s operating budgets and the Measure W Fund in subsequent fiscal years as part of the annual budget process.

BACKGROUND:

Independent financial audits are conducted annually to ensure the City’s annual financial statements are presented in accordance with Generally Accepted Accounting Principles (GAAP) and applicable governmental auditing standards. These audits promote transparency and accountability to the public and

Page 42 of 618 ends

Agenda Item #: 8.4
Meeting Date: March 17, 2026
assist the City in maintaining sound financial management practices.

The selected firm will perform annual audits of the City’s financial statements and prepare the financial statements included in the Annual Comprehensive Financial Report (ACFR). Services may also include required compliance testing and other related audit services such as the Appropriations Limit Schedule (Gann Limit) and Single Audit procedures, if required.

In addition, pursuant to the Municipal Transfer Agreement between the City of Diamond Bar and the Los Angeles County Flood Control District, the City is required every three years to engage an independent audit firm to conduct a compliance audit related to the Safe, Clean Water Program (Measure W). This audit evaluates the City’s compliance with program requirements and the proper use of Measure W funds received by the City.

ANALYSIS:

On October 1, 2025, the City released a Request for Proposals (RFP) for External Auditor Services. Upon the close of the RFP period, three (3) responsive proposals were received.

Staff evaluated and ranked the proposals based on several qualitative and quantitative criteria, including the firm’s proposed work plan, qualifications of the firm and project team, relevant experience with municipal audits, demonstrated experience implementing recent Governmental Accounting Standards Board (GASB) pronouncements, proposed cost, and the overall responsiveness and completeness of the proposal:

Firm Ranking Firm Score Firm Name
Proposed Cost:

Financial Audits
(3 years)
Proposed Cost:

Safe, Clean Water
Program Audit
Total
Cost
#1 95/100 LSL, LLP $182,670 $18,410 $201,080
#2 93/100 The Pun Group $192,610 $12,900 $205,518
#3 83/100 Harshwal & Co $102,710 $16,800 $119,510
Following evaluation of proposals and qualifications, LSL, LLP was determined to be well-qualified to provide these services. LSL, LLP has extensive experience performing audits for California public agencies and possesses the expertise necessary to meet the City’s auditing and reporting requirements. After identifying LSL, LLP as the highest-ranked firm, staff entered into negotiations and secured a reduction of $24,380 from the firm’s originally proposed price for the initial three-year term, resulting in a total price of $176,700. Staff is recommending an additional five-percent (5%) contingency amount of $8,835 to cover the costs of additional as-needed auditing services. Compensation under the agreement will not exceed $185,535, which includes the 5% contingency amount. The agreement establishes a three-year initial term beginning March 17, 2026, and ending June 30, 2029. The City Manager is authorized to extend the agreement for two additional oneyear terms, subject to the same terms and conditions, with pricing adjustments as stated in Exhibit "A" of the agreement.

LSL, LLP has provided audit services to the City under the current agreement since 2015. Over the years, LSL has provided exceptional service to the City, and has worked well with the City Council, Audit Subcommittee and City staff.

For these reasons, staff recommends awarding the professional services agreement for external auditing services to LSL, LLP.

Page 43 of 618 ends

Agenda Item #: 8.4
Meeting Date: March 17, 2026
LEGAL REVIEW:

The City Attorney has reviewed and approved the Agreement as to form.

PREPARED BY:

Jason Jacobsen, Director, Finance
ATTACHMENTS:

1. LSL LLP Professional Auditing Services 3-Year Agreement 2026-2029

Page 44 of 618 ends

Design Professionals non-CDBG 2022

CONSULTING SERVICES AGREEMENT
Design Professional
THIS AGREEMENT (the "Agreement") is made as of March 17, 2026 by and between the City of Diamond Bar, a municipal corporation ("City") and LSL, LLP, a California limited liability company ("Consultant").

1. Consultant's Services.

Subject to the terms and conditions set forth in this Agreement Consultant shall provide to the reasonable satisfaction of the City the professional auditing services set forth in the attached Exhibit "A", which is incorporated herein by this reference. As a material inducement to the City to enter into this Agreement, Consultant represents and warrants that it has thoroughly investigated the work and fully understands the difficulties and restrictions in performing the work. Consultant represents that it is fully qualified to perform such consulting services by virtue of its experience and the training, education and expertise of its principals and employees.

Jason Jacobsen (herein referred to as the “City’s Project Manager”), shall be the person to whom the Consultant will report for the performance of services hereunder. It is understood that Consultant shall coordinate its services hereunder with the City’s Project Manager to the extent required by the City’s Project Manager, and that all performances required hereunder by Consultant shall be performed to the satisfaction of the City’s Project Manager and the City Manager

2. Term of Agreement. This Agreement shall take effect March 17, 2026, and shall continue until June 30, 2029 (“Term”) unless earlier terminated pursuant to the provisions herein.

The City Manager shall have the option to extend this Agreement for two (2) additional one (1) year terms subject to the same terms and conditions contained herein, by giving Consultant written notice of the exercise of this option at least thirty (30) days prior to the expiration of the initial Term. In the event the City exercises its option to extend the Term, Consultant's compensation shall be subject to an adjustment upon the effective date as stated in the updated fee proposal dated February 3, 2026 (see Exhibit “A”).

3. Compensation. City agrees to compensate Consultant for each service which Consultant performs to the satisfaction of City in compliance with the scope of services set forth in Exhibit "A". Payment will be made only after submission of proper invoices in the form specified by City. Total payment to Consultant pursuant to this Agreement shall not exceed one hundred seventy-six thousand, seven hundred dollars ($176,700) plus a five-percent (5%) contingency amount of eight thousand, eight hundred thirty-five dollars ($8,835) for a total not to exceed amount of one hundred eighty-five thousand, five hundred thirty-five dollars ($185,535), without the prior written consent of the City. The above not to exceed amount shall include all costs, including, but not limited to, all clerical, administrative, overhead, telephone, travel, and all related expenses.

Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 45 of 618 ends

Design Professionals non-CDBG 2022

4. Payment.

A. As scheduled services are completed, Consultant shall submit to City an invoice for the services completed, authorized expenses and authorized extra work actually performed or incurred:
i. 40% upon completion of the Interim Audit test work.
ii. 50% upon completion of the Year-End Audit test work. iii. 10% upon delivery of the Consultant’s final reports.

B. All such invoices shall state the basis for the amount invoiced, including services completed, the number of hours spent, and any extra work performed.

C. City will pay Consultant the amount properly invoiced within 35 days of receipt but may withhold 30% of any invoice until all work is completed, which sum shall be paid within 35 days of completion of the work and receipt of all deliverables.

D. Payment shall constitute payment in full for all services, authorized costs and authorized extra work covered by that invoice.

5. Change Orders. No payment for extra services caused by a change in the scope or complexity of work, or for any other reason, shall be made unless and until such extra services and a price therefore have been previously authorized in writing and approved by the City Manager or his designee as an amendment to this Agreement.

The amendment shall set forth the changes of work, extension of time, if any, and adjustment of the fee to be paid by City to Consultant.

6. Priority of Documents. In the event of any inconsistency between the provisions of this Agreement and any attached exhibits, the provisions of this Agreement shall control.

7. Status as Independent Contractor.

A. Consultant is, and shall at all times remain as to City, a wholly independent contractor. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise act on behalf of City as an agent. Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not, at any time, or in any manner, represent that it or any of its agents or employees are in any manner agents or employees of City.

B. Consultant agrees to pay all required taxes on amounts paid to Consultant under this Agreement, and to indemnify and hold City harmless from any and all taxes, assessments, penalties, and interest asserted against City by reason of the independent contractor relationship created by this Agreement. In the event that City is audited by any Federal, State agency, including the Public Employee Retirement System, regarding the independent contractor status of Consultant and the audit in any way fails to sustain the validity of a wholly independent contractor relationship between Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 46 of 618 ends

Design Professionals non-CDBG 2022
City and Consultant, its employees or subconsultants, then Consultant agrees to reimburse City for all costs, including accounting and attorney's fees, arising out of such audit and any appeals relating thereto.

C. Consultant shall fully comply with Workers' Compensation laws regarding Consultant and Consultant's employees. Consultant further agrees to indemnify and hold City harmless from any failure of Consultant to comply with applicable Worker's Compensation laws.

D. Consultant shall, at Consultant’s sole cost and expense fully secure and comply with all federal, state and local governmental permit or licensing requirements, including but not limited to a business license with the City of Diamond.

E. In addition to any other remedies it may have, City shall have the right to offset against the amount of any fees due to Consultant under this Agreement any amount due to City from Consultant as a result of Consultant's failure to promptly pay to City any reimbursement or indemnification required by this Agreement or for any amount or penalty levied against the City for Consultant’s failure to comply with this Section.

8. Standard of Performance. Consultant shall perform all work at the standard of care and skill ordinarily exercised by members of the profession under similar conditions and represents that it and any subcontractors it may engage, possess any and all licenses which are required to perform the work contemplated by this Agreement and shall maintain all appropriate licenses during the performance of the work.

9. Unauthorized Aliens. Consultant hereby promises and agrees to comply with all of the provisions of the Federal Immigration and Nationality Act, 8 U.S.C.A. § 1101 et seq., as amended, and in connection therewith, shall not employ unauthorized aliens as defined therein. Should Consultant so employ such unauthorized aliens for the performance of work and/or services covered by this Agreement, and should any liability or sanctions be imposed against City for such use of unauthorized aliens, Consultant hereby agrees to and shall reimburse City for the cost of all such liabilities or sanctions imposed, together with any and all costs, including reasonable attorney fees, incurred by City.

10. Indemnification. To the maximum extent permitted by Civil Code section 2782.8, and limited to the extent caused by the Consultant’s negligence or malfeasance, Consultant shall defend, indemnify, and hold harmless City, its officers, officials, employees, attorneys, and volunteers ("Indemnitees") from and against all liability, loss, damage, expense, cost (including without limitation reasonable attorneys' fees, expert fees and all other costs and fees of litigation) in connection with:
(1) Any and all claims under Worker’s Compensation acts and other employee benefit acts with respect to Consultant’s employees or Consultant’s contractors; and Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 47 of 618 ends

Design Professionals non-CDBG 2022
(2) Any and all claims arising out of Consultant's performance of or failure to perform, work hereunder or its failure to comply with any of its obligations contained in this Agreement. Should City in its sole discretion find Consultant’s legal counsel unacceptable or should there be a conflict in such legal counsel representing the Consultant and the City, then Consultant shall reimburse the City its costs of defense, including without limitation reasonable attorneys' fees, expert fees and all other costs and fees of litigation. The Consultant shall promptly pay any final judgment rendered against the Indemnitees. Except for the Indemnitees, this Agreement shall not be construed to extend to any third-party indemnification rights of any kind; and (3) Any and all claims for loss, injury to or death of persons or damage to property caused by the negligent professional act or omission in the performance of professional services pursuant to this Agreement; and
(4) The Consultant's obligations to indemnify, defend and hold harmless the City shall survive termination of this Agreement.

11. Insurance.

A. Prior to performance of work under this Agreement and at all times during the term of this Agreement Consultant shall carry, maintain, and keep in full force and effect, with an insurance company authorized to do business in the State of California and approved by the City the following insurance:
(1) a policy or policies of broad-form comprehensive general liability insurance written on an occurrence basis with minimum limits of $2,000,000.00 combined single limit coverage against any injury, death, loss or damage as a result of wrongful or negligent acts by Consultant, its officers, employees, agents, and independent contractors in performance of services under this Agreement; and (2) property damage insurance with a minimum limit of $500,000.00 per occurrence; and
(3) automotive liability insurance written on an occurrence basis covering all owned, non-owned and hired automobiles, with minimum combined single limits coverage of $1,000,000.00; and
(4) Worker's Compensation insurance when required by law, with a minimum limit of $500,000.00 or the amount required by law, whichever is greater; and (5) Professional liability insurance covering errors and omissions arising out of the performance of this Agreement with a combined single limit of $2,000,000. If such insurance is on a claims’ made basis, Consultant agrees to keep such insurance in full force and effect for at least five years after termination or date of completion of this Agreement.

B. The Indemnitees shall be named as additional insureds on the policies as to comprehensive general liability, property damage, and automotive liability. The policies as to comprehensive general liability, property damage, and automobile liability Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 48 of 618 ends

Design Professionals non-CDBG 2022
shall provide that they are primary, and that any insurance maintained by the City shall be excess insurance only.

C. All insurance policies shall provide that the insurance coverage shall not be non-renewed, canceled, reduced, or otherwise modified (except through the addition of additional insureds to the policy) by the insurance carrier without the insurance carrier giving City ten (10) day's prior written notice thereof. Consultant agrees that it will not cancel, reduce, or otherwise modify the insurance coverage and in the event of any of the same by the insurer to immediately notify the City.

D. All policies of insurance shall cover the obligations of Consultant pursuant to the terms of this Agreement and except for professional liability insurance, shall be issued by an insurance company which is authorized to do business in the State of California, or which is approved in writing by the City; and shall be placed have a current A.M. Best's rating of no less than A-, VII. In the case of professional liability insurance, such coverage shall be issued by companies either licensed or admitted to conduct business in the State of California so long as such insurers possesses the aforementioned Best's rating.

E. Consultant shall submit to City (1) insurance certificates indicating compliance with the minimum insurance requirements above, and (2) insurance policy endorsements or a copy of the insurance policy evidencing the additional insured requirements in this Agreement, in a form acceptable to the City.

F. Self-Insured Retention/Deductibles. All policies required by this Agreement shall allow City, as additional insured, to satisfy the self-insured retention (“SIR”) and/or deductible of the policy in lieu of the Consultant (as the named insured) should Consultant fail to pay the SIR or deductible requirements. The amount of the SIR or deductible shall be subject to the approval of the City. Failure by Consultant as primary insured to pay its SIR or deductible constitutes a material breach of this Agreement. Should City pay the SIR or deductible on Consultant’s due to such failure in order to secure defense and indemnification as an additional insured under the policy, City may include such amounts as damages in any action against Consultant for breach of this Agreement in addition to any other damages incurred by City due to the breach or deduct such amounts from any payment due Consultant.

G. Subrogation. With respect to any Workers' Compensation Insurance or Employer's Liability Insurance, the insurer shall waive all rights of subrogation and contribution it may have against the Indemnitees.

H. Failure to Maintain Insurance. If Contractor fails to keep the insurance required under this Agreement in full force and effect, City may take out the necessary insurance and any premiums paid, plus 10% administrative overhead, shall be paid by Consultant, which amounts may be deducted from any payments due Consultant.

I. Consultant shall include all subcontractors, if any, as insureds under its policies or shall furnish separate certificates and endorsements for each subcontractor Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 49 of 618 ends

Design Professionals non-CDBG 2022
to the City for review and approval. All insurance for subcontractors shall be subject to all of the requirements stated herein.

12. Confidentiality. Consultant in the course of its duties may have access to confidential data of City, private individuals, or employees of the City. Consultant covenants that all data, documents, discussion, or other information developed or received by Consultant or provided for performance of this Agreement are deemed confidential and shall not be disclosed by Consultant without written authorization by City. City shall grant such authorization if disclosure is required by law. All City data shall be returned to City upon the termination of this Agreement. Consultant's covenant under this section shall survive the termination of this Agreement. Notwithstanding the foregoing, to the extent Consultant prepares reports of a proprietary nature specifically for and in connection with certain projects, the City shall not, except with Consultant's prior written consent, use the same for other unrelated projects.

13. Ownership of Materials. All data, documents, records, and other materials provided by the City to Consultant shall remain the property of the City. Final reports, financial statements, and other deliverables prepared by Consultant for the City under this Agreement shall become the property of the City upon completion of the services. Notwithstanding the foregoing, Consultant’s audit workpapers, internal documentation, and proprietary methodologies shall remain the sole property of Consultant and shall not be considered public records of the City.

14. Maintenance and Inspection of Records. Consultant shall maintain reasonably complete books, documents, papers, and accounting records pertaining to billings and costs associated with services performed under this Agreement. The City and its authorized representatives shall have the right to inspect and audit such records for the purpose of verifying invoices and compliance with the terms of this Agreement.

This provision shall not apply to Consultant’s audit workpapers or other materials prepared in connection with the audit that are subject to the professional standards of the American Institute of Certified Public Accountants (AICPA) or Government Auditing Standards. Access to such workpapers shall be at the sole discretion of Consultant except as required by law or professional standards.

15. Conflict of Interest.

A. Consultant covenants that it presently has no interest and shall not acquire any such interest, direct or indirect, which may be detrimental to its obligation to provide the services performed under this Agreement. Consultant further covenants that, in performance of this Agreement, no person having any such interest shall be employed by it. Furthermore, Consultant shall avoid the appearance of having any such interest which would conflict in any manner with the performance of its services pursuant to this Agreement.

B. Consultant covenants not to give or receive any compensation, monetary or otherwise, to or from the ultimate vendor(s) of hardware or software to City as a Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 50 of 618 ends

Design Professionals non-CDBG 2022
result of the performance of this Agreement. Consultant's covenant under this section shall survive the termination of this Agreement.

16. Termination. The City may terminate this Agreement with or without cause upon fifteen (15) days' written notice to Consultant. The effective date of termination shall be upon the date specified in the notice of termination, or, in the event no date is specified, upon the fifteenth (15th) day following mailing of the notice. In the event of such termination, City agrees to pay Consultant for services satisfactorily rendered prior to the effective date of termination. Immediately upon receiving written notice of termination, Consultant shall discontinue performing services, unless the notice provides otherwise, except those services reasonably necessary to effectuate the termination. The City shall be not liable for any claim of lost profits.

17. Personnel/Designated Person. Consultant represents that it has, or will secure at its own expense, all personnel required to perform the services under this Agreement. All of the services required under this Agreement will be performed by Consultant or under its supervision, and all personnel engaged in the work shall be qualified to perform such services. Except as provided in this Agreement, Consultant reserves the right to determine the assignment of its own employees to the performance of Consultant's services under this Agreement, but City reserves the right in its sole discretion to require Consultant to exclude any employee from performing services under this Agreement.

18. Non-Discrimination and Equal Employment Opportunity.

A. Consultant shall not discriminate as to race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition, or sexual orientation, in the performance of its services and duties under this Agreement and will comply with all rules and regulations of City relating thereto. Such nondiscrimination shall include but not be limited to the following: employment, upgrading, demotion, transfers, recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship.

B. Consultant will, in all solicitations or advertisements for employees placed by or on behalf of Consultant state either that it is an equal opportunity employer or that all qualified applicants will receive consideration for employment without regard to race, color, creed, religion, sex, marital status, national origin, ancestry, age, physical or mental handicap, medical condition, or sexual orientation.

C. Consultant will cause the foregoing provisions to be inserted in all subcontracts for any work covered by this Agreement except contracts or subcontracts for standard commercial supplies or raw materials.

19. Time of Completion. Consultant agrees to commence the work provided for in this Agreement within (5) days of being notified by the City to proceed.

Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 51 of 618 ends

Design Professionals non-CDBG 2022

20. Time Is of the Essence. Time is of the essence in this Agreement.

Consultant shall do all things necessary and incidental to the prosecution of Consultant's work.

21. Reserved.

22. Delays and Extensions of Time. Consultant's sole remedy for delays outside its control shall be an extension of time. No matter what the cause of the delay, Consultant must document any delay and request an extension of time in writing at the time of the delay to the satisfaction of City. Any extensions granted shall be limited to the length of the delay outside Consultant’s control. If Consultant believes that delays caused by the City will cause it to incur additional costs, it must specify, in writing, why the delay has caused additional costs to be incurred and the exact amount of such cost within 10 days of the time the delay occurs. No additional costs can be paid that exceed the not to exceed amount absent a written amendment to this Agreement. In no event shall the Consultant be entitled to any claim for lost profits due to any delay, whether caused by the City or due to some other cause.

23. Assignment. Consultant shall not assign or transfer any interest in this Agreement nor the performance of any of Consultant's obligations hereunder, without the prior written consent of City, and any attempt by Consultant to so assign this Agreement or any rights, duties, or obligations arising hereunder shall be void and of no effect.

24. Compliance with Laws. Consultant shall comply with all applicable laws, ordinances, codes and regulations of the federal, state, and local governments.

25. Non-Waiver of Terms, Rights and Remedies. Waiver by either party of any one or more of the conditions of performance under this Agreement shall not be a waiver of any other condition of performance under this Agreement. In no event shall the making by City of any payment to Consultant constitute or be construed as a waiver by City of any breach of covenant, or any default which may then exist on the part of Consultant, and the making of any such payment by City shall in no way impair or prejudice any right or remedy available to City with regard to such breach or default.

26. Attorney's Fees. In the event that either party to this Agreement shall commence any legal or equitable action or proceeding to enforce or interpret the provisions of this Agreement, the prevailing party in such action or proceeding shall be entitled to recover its costs of suit, including reasonable attorney's fees and costs, including costs of expert witnesses and consultants.

27. Mediation. Any dispute or controversy arising under this Agreement, or in connection with any of the terms and conditions hereof, which cannot be resolved by the parties, may be referred by the parties hereto for mediation. A third party, neutral mediation service shall be selected, as agreed upon by the parties and the costs and expenses thereof shall be borne equally by the parties hereto. The parties agree to utilize their good faith efforts to resolve any such dispute or controversy so submitted to mediation. It is specifically understood and agreed by the parties hereto that mutual Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 52 of 618 ends

Design Professionals non-CDBG 2022
good faith efforts to resolve the same any dispute or controversy as provided herein, shall be a condition precedent to the institution of any action or proceeding, whether at law or in equity with respect to any such dispute or controversy.

28. Notices. Any notices, bills, invoices, or reports required by this Agreement shall be deemed received on (a) the day of delivery if delivered by hand during regular business hours or by facsimile before or during regular business hours; or (b) on the third business day following deposit in the United States mail, postage prepaid, to the addresses heretofore set forth in the Agreement, or to such other addresses as the parties may, from time to time, designate in writing pursuant to the provisions of this section.
“CONSULTANT” “CITY”
LSL, LLP City of Diamond Bar
500 Technology Drive, Suite 350 21810 Copley Drive
Irvine, CA 92618 Diamond Bar, CA 91765-4178
Attn.: Christian Townes Attn.: Jason Jacobsen
Phone: (949) 829-8299 Phone: 909-839-7051
E-Mail: [email protected] E-mail: [email protected]

29. Governing Law. This Agreement shall be interpreted, construed and enforced in accordance with the laws of the State of California. In the event of litigation between the parties, venue for any state or federal action shall be in the County of Los Angeles.

30. Counterparts. This Agreement may be executed in any number of counterparts, each of which shall be deemed to be the original, and all of which together shall constitute one and the same instrument.

31. Severability. If any term, condition or covenant of this Agreement is declared or determined by any court of competent jurisdiction to be invalid, void or unenforceable, the remaining provisions of this Agreement shall not be affected thereby and the Agreement shall be read and construed without the invalid, void or unenforceable provision(s).

32. Entire Agreement. This Agreement, and any other documents incorporated herein by reference, represent the entire and integrated agreement between Consultant and City. This Agreement supersedes all prior oral or written negotiations, representations, or agreements. This Agreement may not be amended, nor any provision or breach hereof waived, except in a writing signed by the parties which expressly refers to this Agreement. Amendments on behalf of the City will only be valid if signed by a person duly authorized to do so under the City's Purchasing Ordinance.

Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 53 of 618 ends

Design Professionals non-CDBG 2022
IN WITNESS of this Agreement, the parties have executed this Agreement as of the date first written above.
"Consultant" "City"

LSL, LLP CITY OF DIAMOND BAR
By: ______ By: ____
Printed Name: Christian Townes Daniel Fox, City Manager Title: Engagement Partner
Email: [email protected]
By: ATTEST:

Printed Name:

Title:

Email: _______ Kristina Santana, City Clerk
Approved as to form:

By:____
Omar Sandoval, City Attorney
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 54 of 618 ends

Design Professionals non-CDBG 2022
EXHIBIT “A”

ADDITIONAL SCOPE OF SERVICES
[Behind this page.]
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 55 of 618 ends

PREPARED BY

LSL, LLP
Certified Public Accountants
License Number 2584

TECHNICAL PROPOSAL
City of Diamond Bar
Professional Auditing Services
Date of Submission: October 27, 2025
Valid for 90 Days
Authorized by
Christian Townes, CPA, Partner
[email protected]
500 Technology Drive
Suite 350
Irvine, CA 92618
(949) 829 - 8299
EXHIBIT "A"
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 56 of 618 ends

City of Diamond Bar
Professional Auditing Services
1 www.lslcpas.com | 1
Table of Contents
TABLE OF CONTENTS ........................................................................................................................ 1 TRANSMITTAL LETTER ...................................................................................................................... 2 Authorized Representative .............................................................................................................. 3

1. LICENSE TO PRACTICE IN CALIFORNIA....................................................................................... 4

2. INDEPENDENCE .............................................................................................................................. 4

3. FIRM QUALIFICATIONS AND EXPERIENCE .................................................................................. 4 A. Size and Staffing.......................................................................................................................... 4 Location | Our Offices..................................................................................................................... 5 B. Range of Activities....................................................................................................................... 5 GASB Implementation.................................................................................................................... 5 C. Current List of Municipal Clients ................................................................................................ 5 D. Peer Review.................................................................................................................................. 5 E. Desk Review / Disciplinary Action .............................................................................................. 8

4. PARTNER, SUPERVISORY AND STAFF QUALIFICATIONS AND EXPERIENCE.......................... 8 Organizational Chart of Principal Staff ........................................................................................... 8 Engagement Team Resumes........................................................................................................... 9 Continuing Education .................................................................................................................... 10 GFOA Award Program.................................................................................................................... 11 Single Audit Experience................................................................................................................. 11 Additional Resources..................................................................................................................... 12

5. SIMILAR ENGAGEMENTS WITH OTHER GOVERNMENT ENTITIES........................................... 13 A. Most Significant Engagements ................................................................................................. 13 B. Client References....................................................................................................................... 15

6. SPECIFIC AUDIT APPROACH ....................................................................................................... 17 Our Understanding of the Scope of Work..................................................................................... 17 Project Management Methodology................................................................................................ 17 Quality Management System......................................................................................................... 18 Proposed Work Plan....................................................................................................................... 18 Proposed Segmentation ................................................................................................................ 18 Project Schedule ............................................................................................................................ 20 Level of Staff Assigned and Number of Hours to be Assigned................................................... 21 Audit Sampling............................................................................................................................... 21 Electronic Data Processing Software & AI Technology............................................................... 22 Type And Extent of Analytical Procedures................................................................................... 23 LSL’s Approach to Understanding the City’s Internal Control Structure................................... 23 Determining Laws and Regulations Subject to Audit Test Work ................................................ 24 Drawing Audit Samples for Compliance....................................................................................... 24 Working Paper Retention and Access .......................................................................................... 24

7. IDENTIFICATION ANTICIPATED POTENTIAL AUDIT PROBLEMS.............................................. 24 LSL HIGHLIGHTS: AWARDS & VALUES.......................................................................................... 25 Accounting Today Regional Leader.............................................................................................. 25 INSIDE Public Accounting Award.................................................................................................. 25 Best of Accounting Award............................................................................................................. 25 Our Core Values ............................................................................................................................. 25 APPENDIX A – CURRENT LIST OF MUNICIPAL CLIENTS .............................................................. 26 APPENDIX B – ENGAGEMENT TEAM RESUMES............................................................................ 29 COST PROPOSAL – SEALED BID .................................................................................................... 38 Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 57 of 618 ends

City of Diamond Bar
Professional Auditing Services
2 www.lslcpas.com | 2
Transmittal Letter
October 27, 2025
Jason Jacobsen
Finance Department
City of Diamond Bar
21810 Copley Dr.

Diamond Bar, CA 91765
Dear Mr. Jacobsen and Audit Committee,
LSL, LLP (“LSL”) is pleased to present our proposal for Professional Auditing Services, and we value the opportunity to demonstrate our professional qualifications and commitment to excellence to the City of Diamond Bar (“City”).

This proposal details our understanding of the scope of work outlined in the City’s RFP and showcases our firm’s experience, knowledge, and creative problem-solving capabilities in governmental auditing. With our extensive government experience, we are confident that LSL is the best-qualified accounting firm for the City.

We understand that the City of Diamond Bar is seeking a qualified firm to conduct the annual independent audit of the City‘s financial transactions for a contract period of three years, beginning with the fiscal year ending June 30, 2026, through 2028, with the option to renew for fiscal years ending June 30, 2029, and 2030. This includes expressing an opinion on the fairness of the City‘s financial statements, the preparation of the City’s Single Audit (if required), Annual State Controller Report, and the tri-annual Safe Clean Water Program audit.

At LSL, we specialize in high-quality governmental audits aligned with GAAS and current GASB pronouncements and we prioritize accuracy and thoroughness while ensuring timely report delivery. Our commitment to effective collaboration and transparency with the City ensures the integrity of its financial reporting and compliance with all regulatory requirements.

Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 58 of 618 ends

City of Diamond Bar
Professional Auditing Services
3 www.lslcpas.com | 3

AUTHORIZED REPRESENTATIVE
Christian Townes is the designated Engagement Partner who will serve as the primary point of contact for this proposal. She is authorized to make representations on behalf of our firm and can be reached directly by phone at (714) 988-4852 or by email at [email protected]. Please contact Christian for any clarification or contract negotiations related to this proposal.

LSL’s established understanding of the City and its needs reinforces our dedication to an ongoing partnership, transparency, and the integrity of the City’s financial reporting in compliance with all regulatory requirements. Christian has served as the Engagement Partner to the City for three (3) years, per California Government Code, may serve an additional three (3) years. To maintain independence and objectivity, We implement strict safeguards including auditor rotation at six (6) years, internal quality control reviews, and adherence to professional ethics. This ensures our team remains independent and unbiased throughout the audit.

We affirm that our proposal fully aligns with all terms, conditions, and requirements outlined in the City’s RFP. Our proposal is a firm and irrevocable offer for ninety (90) calendar days following the closing date of the receipt of proposals.

We welcome the opportunity to discuss any aspect of our proposal to ensure your complete satisfaction.

Sincerely,
Christian Townes, CPA, Partner

LSL, LLP
500 Technology Drive
Suite 350
Irvine, CA 92618
(949) 829 - 8299

Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 59 of 618 ends

City of Diamond Bar
Professional Auditing Services
4 www.lslcpas.com | 4

1. License to Practice in California
LSL is a public accounting firm licensed by the State of California Department of Consumer Affairs as a Public Accounting Partnership. Additionally, we are members of the American Institute of Certified Public Accountants (AICPA) and the California Society of Certified Public Accountants (CalCPA). All key members assigned to this engagement are licensed or are in the process of obtaining their license as Certified Public Accountants by the State of California.

Business License
LSL affirms that we will obtain and maintain active business licensure with the City of Diamond Bar upon award of contract.

2. Independence
LSL meets the independence requirements set forth by the Government Auditing Standards.

Our partners have no ownership in any other business organization that currently or will potentially provide services, supplies, materials, or equipment to the City. We annually distribute a listing of our firm's clients to all employees to ensure that any possible independence threats are properly documented and reviewed.

3. Firm Qualifications and Experience
A. SIZE AND STAFFING
LSL, LLP is a limited liability partnership and is not a wholly owned subsidiary of a parent company. LSL was established in 1929 and has grown as a leader in the government sector.

Our full-service accounting firm is headquartered in Irvine, California, with a dynamic team of fifteen (15) partners, two (2) principals, and one hundred fifty (150) employees.

Our governmental staff consists of three (3) Partners, one (1) Director, four (4) Senior Managers, five (5) Managers, ten (10) Supervisors, and nineteen (19) Professional Staff. The assigned team to the City will consist of five (5) staff - one engagement partner, one concurring partner, a relationship manager, a manager, and an in-charge.

LSL will not be subcontracting any portion of the City’s audit. All staff assigned to the audit portion of the engagement will be employed by LSL on a full-time basis and have extensive experience providing auditing services for cities, counties, and special-purpose government agencies. However, LSL does collaborate with a third-party for the preparation of the SCO (State Controller's Office) reports to ensure that the reports are prepared and filed correctly and timely by experts in those reports.

Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 60 of 618 ends

City of Diamond Bar
Professional Auditing Services
5 www.lslcpas.com | 5
Location | Our Offices
Irvine, CA
500 Technology Drive, Suite 350
Irvine, CA 92618
Phone: (949) 829-8299
Sacramento, CA
2151 River Plaza Dr., Suite 150
Sacramento, CA 95833
Phone: (916) 503-9691
The Woodlands, TX
21 Waterway Avenue, Suite 30089
The Woodlands, TX 77380
Phone: (936) 828-4587
Our Irvine office is available to support the City locally, however, we utilize a primarily remote working relationship. We regularly share staff and resources across our offices to leverage the virtual footprint of our government team that spans across the United States. This collaborative approach ensures that you receive the highest level of industry-specialized service while maintaining a streamlined, reliable audit with comprehensive coverage.

B. RANGE OF ACTIVITIES
We provide auditing, accounting, and consulting services to over 100 municipal clients, including counties, cities, water and electric utility districts, and special-purpose government agencies.

Our government sector services encompass a broad range of specialties, including attestation, compliance, consulting, outsourced accounting and reporting, year-end close assistance, interim staffing, strategic planning, and tax services.

GASB Implementation
LSL is committed to ensuring the seamless adoption of GASB pronouncements. We provide annual training sessions on new and forthcoming GASB standards available to both the City and LSL staff to promote compliance and operational efficiency. Additionally, we can discuss a year round custom and tailored support plan designed to meet your needs to facilitate successful implementation of all applicable GASB pronouncements. This can include ongoing guidance and expertise to address any challenges and enable a smooth transition and adoption.

C. CURRENT LIST OF MUNICIPAL CLIENTS
A current list of municipal clients can be found in Appendix A – Current List of Municipal Clients which includes LSL’s most significant engagements conducted within the last three (3) years that are similar to the engagement described in this request for proposal, including local agencies with 50,000 or more population and $100 million or more in general governmental revenues.

D. PEER REVIEW
Our firm has participated in the AICPA Peer Review Program since its inception. All our peer reviews have covered specific governmental engagements and have received pass ratings. Our most recent peer review conducted by Spafford and Landry CPAs is provided on the following pages.

Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 61 of 618 ends

City of Diamond Bar
Professional Auditing Services
6 www.lslcpas.com | 6
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 62 of 618 ends

City of Diamond Bar
Professional Auditing Services
7 www.lslcpas.com | 7
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 63 of 618 ends

City of Diamond Bar
Professional Auditing Services
8 www.lslcpas.com | 8
E. DESK REVIEW / DISCIPLINARY ACTION
There have been no disciplinary actions against our organization since its inception. There have been no litigations against our firm in the past three (3) years. Our Single Audit reports are desk reviewed either by the federal cognizant agency or the State Controller’s Office acting as the Oversight Agency. LSL has never had a report rejected by any of these agencies and is highly regarded and recognized by the staff of the State Controller’s Office for top-quality reports.

4. Partner, Supervisory and Staff Qualifications and Experience

ORGANIZATIONAL CHART OF PRINCIPAL STAFF
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 64 of 618 ends

City of Diamond Bar
Professional Auditing Services
9 www.lslcpas.com | 9
Engagement Partners
Christian Townes, CPA
Engagement Partner
Christian has dedicated over 12 years to public accounting, with a focus on governmental services and auditing, including federal grant compliance. She has a strong background in navigating the complexities of GASB regulations, ensuring compliance and accuracy in financial processes. Additionally, Christian specializes in Single Audit planning and execution, along with a strategic approach to audit processes. She excels in evaluating and performing Single Auditspecific requirements, including major program determination, audit sampling, and reporting on the compliance of internal controls. As a Partner in LSL’s Government Services, Christian takes the initiative to work closely with her clients, troubleshooting their difficulties and developing the best processes that fit their needs.

Ryan Domino, CPA
Concurring Partner
Ryan Domino has a strong technical focus and specializes in governmental accounting and auditing. He currently serves as a technical reviewer for the Government Finance Officers Association (GFOA) and regularly presents at our firm’s annual GASB Update and at CSMFO’s chapter meetings where he presents and trains on the latest GASB pronouncements. Ryan is an expert on Single Audit planning and execution and holds advanced certification from the AICPA. Ryan provides our clients with a competitive advantage as a member of GFOA’s Special Review Committee for the Award for Excellence in Financial Reporting and able to provide valuable insights and recommendations to help organizations achieve excellence in financial reporting.

ENGAGEMENT TEAM RESUMES
Team resumes are available in Appendix B – Engagement Team Resumes, which details the position of each team member in the firm, their educational background, and their years and types of experience. The resumes also provide information on relevant continuing education completed by the team members during the past three years. Proposed team members will be available for ninety (90) days from the proposal due date. LSL will promptly notify the City of any changes in key personnel prior to award.

Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 65 of 618 ends

City of Diamond Bar
Professional Auditing Services
10 www.lslcpas.com | 10

CONTINUING EDUCATION
At LSL, we strongly emphasize professional development and continuing education to ensure that our team members are up to date on the latest developments in governmental accounting and auditing. As a firm policy, all LSL government staff are required to complete a minimum of 40 hours of continuing education every year, with at least 24 hours in governmental accounting and auditing in a two-year period.

LSL offers a range of training courses and seminars to keep both clients and staff informed and prepared in governmental accounting and auditing with continued support throughout. We regularly lead instructional sessions and learning opportunities in financial-reporting, internal control risk assessments, and GASB update for the latest guidance, information and ideas that impact your industry. These opportunities are made available through our firm to the City for training or continuing professional education credits. Some of the topics include:
• Uniform Guidance (UG) Updates
• GASB Updates
• Addressing Staffing Challenges
• ERP Implementation Panel
• Back to Basics Series:
o GASB 101: Compensated
o Absences
o Capital Assets
o Bank Reconciliations
o Pension & OPEB
o Accounts Receivable
o A/P, Accrued Liabilities, and Long-Term Debt
o Leases & SBITAS
• For upcoming webinars, please visit: https://lslcpas.com/ Staff Continuity
To ensure the quality of our staffing, we have established firm policies that prioritize the continuity of engagement teams, except in cases where an employee has left the firm or has been promoted. In the event of any changes in staffing at the Manager position and above, LSL will first seek written permission from the City.

Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 66 of 618 ends

City of Diamond Bar
Professional Auditing Services
11 www.lslcpas.com | 11
Federal Granting Agency AL # Name of Program
U.S. Department of Agriculture 10.557 Special Supplemental Nutrition Program for Women, Infant, and Children U.S. Department of Housing & Urban Development 14.195 Section 8 Housing Assistance Payment Program U.S. Department of Housing & Urban Development 14.218 Community Development Block Grants/Entitlement Grants U.S. Department of Housing & Urban Development 14.228 Community Development Block Grants/State's program and Non-Entitlement Grants in Hawaii
U.S. Department of Housing & Urban Development 14.239 HOME Investment Partnerships Program U.S. Department of Housing & Urban Development 14.856 Lower Income Housing Assistance Program Section 8 Moderate Rehabilitation U.S. Department of Housing & Urban Development 14.871 Section 8 Housing Choice Vouchers U.S. Department of Transportation 20.106 Airport Improvement Program U.S. Department of Transportation 20.205 Highway Planning and Construction U.S. Department of Transportation 20.507 Federal Transit Formula Grants U.S. Department of Treasury 21.019 Coronavirus Relief Fund (CRF) U.S. Department of Treasury 21.027 Coronavirus State and Local Fiscal Recovery Funds (SLFRF) U.S. Environmental Protection Agency 66.458 Capitalization Grants for Clean Water State Revolving Funds U.S. Department of Health and Human Services 93.563 Child Support Enforcement U.S. Department of Health and Human Services 93.667 Social Services Block Grant U.S. Department of Health and Human Services 93.676 Unaccompanied Alien Children Program U.S. Department of Health and Human Services 93.778 Medical Assistant Program - Medicaid Cluster U.S. Department of Homeland Security 97.036 Disaster Grants- Public Assistance (Presidentially Declared Disasters) U.S. Department of Homeland Security 97.067 Homeland Security Grant Program Quality of Staff Assurance
LSL is committed to providing the City with a stable and experienced team that is dedicated to delivering a high-quality audit and exceptional service. We understand the importance of maintaining a strong and reliable team throughout the engagement, and we will work closely with the City to ensure that any staffing changes are handled with minimal disruption to the continuity of the engagement.

GFOA AWARD PROGRAM
LSL understands the significance of obtaining and maintaining the Certificate of Excellence in Financial Reporting from the GFOA. We have prepared financial statements and footnote disclosures for many of our local government clients who have received this award. Our governmental partners, managers, and seniors are closely involved in the preparation of these reports. Clients currently receiving the GFOA award are also noted in Appendix A – Current List of Municipal Clients.

SINGLE AUDIT EXPERIENCE
Our firm has extensive experience in performing Single Audits for local government agencies under the requirements of Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, Audit Requirements of Federal Awards (Uniform Guidance), and the United States Office of Management and Budget (OMB). Appendix A – Current List of Municipal Clients also includes a list of government audit clients for which a Single Audit has been performed in the last fiscal year. Additionally, the table below highlights recent examples of federal programs audited by LSL.

Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 67 of 618 ends

City of Diamond Bar
Professional Auditing Services
12 www.lslcpas.com | 12

ADDITIONAL RESOURCES
The LSL team is comprised of top talent within the industry with comprehensive experience beyond governmental audit, accounting, and advisory services. When you partner with LSL, you gain access to the experience, knowledge, and resources of our entire team, including our consulting and technology teams. We are committed to helping finance departments thrive by providing the guidance, tools, and services that foster lifelong success for your finance team.

We encourage our clients to tap into our full professional team of industry and product experts for your full-service consulting and staffing.

Financial & Compliance
Audits
Consulting, Staffing &
Training
ERP &
Other Technologies
Kelly Telford, CPA
Consulting Partner
Kelly is a respected leader in public finance and is known for being a change agent and thought leader in organizational strategy. She has developed her expertise in public and local government accounting and auditing, financial forecasting, budget development, public utilities, investment management, grant management, human resources, and information technology. She has taught classes for GFOA and CSMFO and has presented at annual conferences for GFOA, CSMFO and GFOAA. She has previously served as Finance Director for the cities of Costa Mesa and Seal Beach as well as the Los Angeles Community Development Agency. Kelly has a proven track record of helping agencies identify operating inefficiencies assisted in departmental reorganizations, identify internal control challenges, completing yearend close procedures, and serving as an outsourced Finance Director.

Her practical recommendations are instrumental in helping our team and our clients achieve a high-quality and efficient audit while providing valuable feedback for organizational improvements.

Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 68 of 618 ends

City of Diamond Bar
Professional Auditing Services
13 www.lslcpas.com | 13

5. Similar Engagements with Other Government Entities
A. MOST SIGNIFICANT ENGAGEMENTS
City of Burbank
Contact Craig Wood, Deputy Finance Director
Telephone (818) 238 - 5500
Dates of Service 2012 - Present
Total Staff Hours 750
Engagement Partner Brandon Young
Scope Audit of the City’s ACFR; Housing Co Audit; Citywide Cash Handling Audit; EMS Membership Program; Burbank
Airport; Tennis Center; AUP: Ambulence, BUSD, TPT;
Burbank TOT; Feature Parking TPT Audit; Starlight Bowl
AUP; Utility User’s Tax; Golf Course Audit; Franchise Fees; Oracle; Burbank Housing Corp
City of Santa Monica
Contact Steve Gomez, MBA, CPA
Telephone (310) 458 - 8272
Dates of Service 2016 - Present
Total Staff Hours 800
Engagement Partner Ryan Domino
Scope Audit of City’s ACFR receiving the GFOA award; Single Audit; compliance audit of the City’s Housing Successor; compliance audit of the City’s Air Quality Management District revenues and expenditures; audit of the “Big Blue Bus” Enterprise Fund, National Transit Database (NTD) AUP; REAC submission, and application of AUP of City’s GANN Limit calculation
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 69 of 618 ends

City of Diamond Bar
Professional Auditing Services
14 www.lslcpas.com | 14
City of Pasadena
Contact Matthew E. Hawkesworth, Director of Finance
Telephone (626) 744 - 4355
Dates of Service 2015 – 2019; 2023 – Present
Total Staff Hours 800
Engagement Partner Brandon Young
Scope Audit of the City’s ACFR which receives the GFOA award, in accordance with GASB. Audit and preparation of financial statements for the City’s Discretely Presented Component Units, the Rose Bowl Operating Company, the Pasadena
Center Operating Company, the Pasadena Community Access Corporation and Single Audit in accordance with OMB Uniform Guidance. Review and issue a report on the calculation of the City’s Appropriations Limit (GANN), as required by Article XIIIB Section 1.5 of the California Constitution
County of Yolo
Contact Chad Rinde, Chief Financial Officer
Telephone (707) 648 - 5433
Dates of Service 2019 – Present
Total Staff Hours 800
Engagement Partner Ryan Domino
Scope Audit of the County’s ACFR receiving the GFOA award; Single Audit; audit of County’s Treasury, GASB 68 and 75 Employer Allocation Schedules
County of Placer
Contact Nicole Howard, Auditor-Controller
Telephone (530) 889 - 4210
Dates of Service 2024 - Present
Total Staff Hours 1400
Engagement Partner Christian Townes
Scope Audit of the County’s ACFR receiving the GFOA award; Single Audit; REAC AUP Submisson; First 5 COmmission Audit,
Western Placer Waste Management Authority Audit, GANN
Limit AUP, Golden Sierra Job Training Agency Audit & SIngle Audit, Placer Mosquito Vector Control Audit, Placer County Treasury Review Panel
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 70 of 618 ends

City of Diamond Bar
Professional Auditing Services
15 www.lslcpas.com | 15
B. CLIENT REFERENCES
City of Irwindale
Contact Kambiz Borhani, Finance Director
Telephone (626) 430 - 2222
Address 5050 N Irwindale Ave., Irwindale, CA 91706
Dates of Service 2012 – Present
Total Staff Hours 350
Engagement Partner Ryan Domino
Scope Audit of the City’s ACFR, which receives the GFOA Award; Single Audit; AUP over the City’s Gann Limit; Housing
Successor FS Audit; Mining Tax AUP; Irwindale Community Foundation Audit; State Controller’s Report; Redevelopment City of San Marino
Contact Mark Siegfried, Accounting Manager/Controller
Telephone (626) 300-0704
Address 2200 Huntington Dr., 2nd Floor, San Marino, CA 91108 Dates of Service 2011 – Present
Total Staff Hours 350
Engagement Partner Ryan Domino
Scope Audit of an Annual Comprehensive Financial Report (ACFR) which receives the GFOA award; Single Audit; performed
agreed-upon procedures over the City’s GANN Limit
calculation; performed agreed-upon procedures over the City’s Investment and Transfer
City of Woodland
Contact Kimberly McKinney, Admin Services Director
Telephone (530) 661-5849
Address 300 First Street, Woodland, CA 95695
Dates of Service 2020 - Present
Total Staff Hours 650
Engagement Partner Christian Townes
Scope Audit of the City’s ACFR, Single Audit, compliance audit of the Woodland Financing Authority Audit, compliance audit of the Woodland Davis Clean Water Agency Audit, and performed
agreed-upon procedures over the City’s GANN Limit
calculation
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 71 of 618 ends

City of Diamond Bar
Professional Auditing Services
16 www.lslcpas.com | 16
City of Rancho Cucamonga
Contact Tamara Oatman, Finance Director
Telephone (909) 477 - 2700
Address 10500 Civic Center Dr., Rancho Cucamonga, CA 91730 Dates of Service 2011 – Present
Total Staff Hours 750
Engagement Partner Christian Townes
Scope Audit of an Annual Comprehensive Financial Report (ACFR) which receives the GFOA award; Compliance audits of the City’s AQMD, Fire District, and Housing Successor funds; Single Audit over the City’s federal award programs; prepared the basic financial statements for the ACFR, AQMD fund, Fire District, and Housing Successor fund; performed agreed-upon procedures over the City’s Gann Limit calculation; and
prepared the City’s and Fire District’s respective Financial Transactions Reports for the State Controller’s Office
City of Vallejo
Contact Rekha Nayar, Director of Finance
Telephone (707) 648 - 5433
Address 555 Santa Clara Str., Vallejo, CA 94590
Dates of Service 2019 - Present
Total Staff Hours 750
Engagement Partner Christian Townes
Scope Audit of the City’s ACFR, which receives the GFOA award; Single Audit; performance of agreed-upon procedures over the City’s GANN limit; Housing Authority financial statement audit and related REAC report; compliance audits for Measure B/V and Measure P
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 72 of 618 ends

City of Diamond Bar
Professional Auditing Services
17 www.lslcpas.com | 17

6. Specific Audit Approach

OUR UNDERSTANDING OF THE SCOPE OF WORK
LSL understands that the City of Diamond Bar is seeking a qualified firm to perform the City’s financial audit and related services, consisting of the following final financial and compliance reports:
• City’s Financial Audit
• City GANN Limit Report
• State Controller’s Report
• Single Audit
• Tri-annual Safe and Clean Water Program Audit
Government Auditing Standards
LSL understands its responsibilities to perform audits and issue opinions on the City’s financial statements as well as its fair presentation. Our financial audits are performed in accordance with the Generally Accepted Government Auditing Standards (GAGAS) issued by the Comptroller General of the United States, and our Single Audits are performed in accordance with the requirements of the Uniform Guidance. We will also evaluate the City's internal control system and provide recommendations for growth and improvement.

PROJECT MANAGEMENT METHODOLOGY
The LSL team holds itself to a high standard for timely delivery and effective communication of key milestones. We understand the importance of being responsive and communicative with our clients, and we are committed to being available on a day-to-day basis to address any questions or concerns that may arise throughout the engagement. Areas of concern and potential findings will be communicated to the City as soon as they are discovered to mitigate any surprises throughout the audit.

At the beginning of the engagement, we will hold a planning meeting with you to determine the timeline, expectations, and desired outcome of the agreement on the issuance of financial statements. Throughout the process, we will have periodic meetings with you to provide updates and discuss progress. Upon award of contract and per the City’s requested timeline, LSL will work closely with the City to develop an audit plan and timeline to ensure compliance and timely deliverables.

Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 73 of 618 ends

City of Diamond Bar
Professional Auditing Services
18 www.lslcpas.com | 18
As part of the Scope of Work and time requirements, we assume that the City will provide all necessary information needed to complete the financial statement and single audits. We will proactively identify and communicate any pending information from the City that could hinder our ability to complete the objectives of the engagement in a timely manner. Our team at LSL is highly equipped to manage the project workload efficiently. Collectively, the assigned team brings decades of experience in public accounting and auditing. We are confident in our ability to devote sufficient time and resources to this project and ensure its successful completion.

QUALITY MANAGEMENT SYSTEM
LSL’s Quality Management System fully complies with the AICPA's Statement of Quality Management Standards No. 1 and showcases our unwavering commitment to excellence in audit and assurance services. Designed to meet and exceed industry standards, our framework integrates robust risk management, ethical compliance, and continuous improvement across every engagement. With clear policies for governance, client relationships, resource allocation, and performance monitoring, our system empowers every team member to deliver reliable, high-quality results. By fostering a culture of transparency, accountability, and innovation, LSL ensures clients receive exceptional service and peace of mind, backed by proven processes and a dedication to quality at every level.

PROPOSED WORK PLAN
At LSL, we use a governmental audit program that will be tailored to the City’s operations to accommodate its specific circumstances and organizational structure. LSL’s audit programs are organized by financial statement category, which we believe is the most effective and efficient approach to substantially reduce the risk of omitting important procedures. Our approach is designed to increase audit efficiency by linking financial statement assertions, audit objectives, and procedures that are basic to most governmental audit engagements.

PROPOSED SEGMENTATION
Our audit services will be divided into the three succeeding segments:
 Segment 1 – Planning and Obtaining an Understanding
 Segment 2 – Financial Audit Testing
 Segment 3 – Conclusion
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 74 of 618 ends

City of Diamond Bar
Professional Auditing Services
19 www.lslcpas.com | 19
Segment 1 – Planning and Obtaining an Understanding
LSL will provide an annual audit communication letter, engagement letter, and Government Audit Quality Center Information letter. The audit communication letter is to be provided to the City Council and/or Board of Directors and can be communicated orally to those charged with governance, if requested, where we will discuss planning stages, responsibilities of the City Council and/or Board of Directors, Auditors, and Management, and provide an opportunity to communicate with us as the auditors.

An entrance conference will be scheduled prior to the agreed-upon week of interim testing to ensure that the audit process is as seamless as possible. Discussions in this meeting include, but are not limited to, an understanding of reports and key milestones for deliverables, prior audit reportable conditions and issues, and “Prepared by Client” (PBC) schedules.

A trial balance is requested for our planning meeting to assist the LSL team in obtaining knowledge of economic conditions, industry elements, and new standards that may affect the City. We will compile a list of PBC items based on our review of the prior year's financial statements and the gathered information that will be provided to the City one month prior to testing or earlier if requested. We operate on a paperless software system and provide a secured cloud-based portal for all clients. The City will have a separate folder that can be customized to organize, and upload requested schedules, support documents, etc.

After interim testing, we will hold an exit meeting to discuss potential weaknesses, if any, and provide feedback for improvements or valuable information gathered from any outside clientele that would benefit the City.

Segment 2 – Financial Audit Testing
Based on the information gathered thus far, we will utilize a customized audit program based on the risk assessment developed during our assessment of the City’s internal controls and Government Auditing Standards. The primary benefit of a tailored program is a focused set of procedures to address relevant areas. We believe that this approach is both effective and efficient and is critical to compliance with other material laws and regulations.

We will annually compile another customized PBC list for the year-end testing provided at least one month prior or earlier if requested. We will request trial balances from the City for our analytical review to be provided one week before testing is scheduled to commence. Year-end testing will include testing of the balance sheet, revenue and expenditures accounts, confirmation of selected balances, analytical procedures, evaluation of the internal controls, and preparation of reports and letters.

Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 75 of 618 ends

City of Diamond Bar
Professional Auditing Services
20 www.lslcpas.com | 20
Segment 2
Year-end Testing will
begin in October or
earlier, if possible.

Exit Conference will
be held on the last day
of fieldwork.
*Fieldwork to be
conducted remotely
Entrance
Conference will be
held before interim
begins.

Segment 1
Interim Testing will
begin in March – April.

November
Segment 3
Draft Audit Letters
and Other Reports
will be provided to
the City by
November 15th.

Final ACFR Report
and Approval will be
delivered no later than
December 15th.

Delivery of Financial
Statements and
Presentation of
Financials - LSL will
be available as
requested to present
the results of the
financial audit.

March/ April October December
Segment 3 – Conclusion
Based on our year-end exit meeting we will discuss a plan to finalize the financial statements according to the timetable of the City. We will schedule dates for the initial and final drafts including time for LSL’s and the City’s review and approval of the financial statements. This period will also account for review by the engagement partner and quality assurance partner.

After the review and receipt of the signed Representation Letter from the City, LSL will provide a final report by mid-December of each year. A sample timeline is provided below displaying the key stages of the audit and deliverables.

PROJECT SCHEDULE
LSL assumes under the time requirements that the City will have closed its books and will present the LSL team with general ledger balances that are auditable prior to the start of fieldwork.

Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 76 of 618 ends

City of Diamond Bar
Professional Auditing Services
21 www.lslcpas.com | 21

LEVEL OF STAFF ASSIGNED AND NUMBER OF HOURS TO BE ASSIGNED *Hours proposed are for one (1) major program.

AUDIT SAMPLING
For tests of controls, we use audit sampling. Tests of controls are procedures directed towards determining the effectiveness of the design or operation of an internal structure policy or procedures. Audit sampling is typically used for tests of controls and compliance that involve the inspection of documents and reports indicating the performance of the applicable policy or procedures and compliance with the applicable laws and regulations. Sample sizes vary based on the population and risk-based calculations.

Segment/Task
Partners/
Director Manager Senior Staff Total
City's Financial Audit
Interim test work 4 10 25 80 119
Year-End test work 0 5 35 110 150
Report/Review/Supervision 12 35 40 0 87
Subtotal 16 50 100 190 356
City GANN Limit Report
Test work 0 0 0 1 1
Report/Review/Supervision 0 1 1 0 2
Subtotal 0 1 1 1 3
State Controller's Report
Report/Review/Supervision 0 1 25 0 26
Subtotal 0 1 25 0 26
Single Audit*
Test work 0 0 6 18 24
Report/Review/Supervision 2 4 2 2 10
Subtotal 2 4 8 20 34
Safe and Clean Water Program Audit
Test work 0 0 80 0 80
Report/Review/Supervision 4 15 10 0 29
Subtotal 4 15 90 0 109
TOTAL PROPOSED HOURS: 22 71 224 211 528

TOTAL PROPOSED HOURS
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 77 of 618 ends

City of Diamond Bar
Professional Auditing Services
22 www.lslcpas.com | 22

ELECTRONIC DATA PROCESSING SOFTWARE & AI TECHNOLOGY
LSL is always at the forefront of technology and finding ways to increase efficiency in our audits.

Our goal is to effectively streamline the audit process to make the burden of an audit easier on our clients and ease any technical disagreements.

Caseware
At LSL, we partner with and utilize Caseware to perform our audits and retain electronic workpapers and supporting documentation in a fully cloud-based platform. During our preparation of the ACFR, all financial statements and schedules are linked to Caseware and audit documentation, ensuring accuracy and consistency with City records and eliminating the risk of manual errors.

LSL Caseware Cloud Portal
Our web-based portal system provides clients with the ability to securely share information in a user-friendly platform. Integrated with Caseware OnPoint Collaborate, this state-of-the-art tool enhances collaboration in accounting and auditing. It enables direct communication with clients throughout the audit process for feedback exchange and tracks activities such as audit requests, client uploads, and progress. Access to the secure hub can be restricted to relevant individuals.

This tool eliminates the necessity of sending sensitive documents via email and client dashboards are customizable to meet specific needs.

Data Extraction & Audit Analytics
We believe software is only as effective as those who know how to use it. That's why we train all our staff and incorporate the use of Caseware Analytics AI and IDEA into our audit approach. These two complement each other to create a risk-based transaction analysis tool.

We utilize them to scan transaction sets, identify exceptions warranting further investigation, and provide additional assurances to our clients. These tools offer users a high-level summary and reduce time spent in transaction analysis by automatically performing multiple tests on the entire transaction set. They assist in identifying duplicate payments, high-risk journal entries, and developing expectations for analytical procedures used during the audit.

Experience With ERP Systems
Many of our clients have updated their system software with new Enterprise Resource Planning (ERP) systems over the years. We make ourselves available for questions and recommendations, including assistance with the vendor selection process. Our clients' transition to more sophisticated ERP systems has allowed us to gain a better understanding of each system and its unique capabilities.

Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 78 of 618 ends

City of Diamond Bar
Professional Auditing Services
23 www.lslcpas.com | 23
We often obtain read-only access to our clients’ software and can work directly within the system.

This allows us to provide useful observations and recommendations regarding internal controls and facilitates efficient audit test work. Some of the ERP and Property Tax Systems we have extensive experience with include Tyler Technologies (Munis, New World, Eden, Incode), One Solution, Oracle, SAP, Infor, Megabyte, and more.

TYPE AND EXTENT OF ANALYTICAL PROCEDURES
For the audits of the financial statements, we will use analytical procedures as an overall review of the financial information in the preliminary and final stages of the audits. These procedures are designed to assist us in planning our audits and in assessing the propriety of the conclusions reached and evaluating the overall financial statement presentation.

The procedures to be utilized consist of determining expectations for changes to significant revenue, expenditure, and balance sheet accounts, reading the financial statements and related notes, reviewing the budget and related material, and focusing on overall relationships within the financial statements.

Once determined, these are reviewed to evaluate if the changes appear reasonable or require further analysis. For all significant differences, explanations are obtained as to why the situation occurred and additional substantive procedures may be applied, and related evidence is gathered to resolve concerns and questions.

LSL’S APPROACH TO UNDERSTANDING THE CITY’S INTERNAL CONTROL STRUCTURE LSL will perform procedures as required by SAS 122-125 to obtain an understanding of the City and its environment along with assessing the risks of material misstatements in order to gain insight into the internal control structure over the financial statements. Our review will encompass various areas such as financial reporting, cash, revenues and receivables, utility billing, expenses, accounts payable, payroll, capital assets, long-term debt, and grant reporting.

We will issue a management letter (SAS 115 Letter) that identifies any significant deficiencies and/or material weaknesses found as required by the Government Auditing Standards.

Our process is to obtain and review the City’s annual budget book, organizational charts, standard operations procedures, manuals, policies, or other written documentation to identify processes and controls for critical transaction cycles. As much as is possible, we attempt to gather the data from the City’s publicly available documents prior to beginning the audit to reduce the workload of the City’s audit staff. Additionally, during Segment 1 of the audit, LSL will conduct interviews with the management of finance and responsible parties of each audit section to understand the processes and controls through observation and discussions. We will also perform sampling transactions as part of a “walk-through” process to verify that the system of control is functioning as per the policies and procedures.

Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 79 of 618 ends

City of Diamond Bar
Professional Auditing Services
24 www.lslcpas.com | 24

DETERMINING LAWS AND REGULATIONS SUBJECT TO AUDIT TEST WORK The Laws and Regulations that will be subject to audit test work are determined by the applicable laws, regulations, contracts, and grant agreements which we identify through the understanding we obtain of the City and our extensive experience with other governmental entities.

DRAWING AUDIT SAMPLES FOR COMPLIANCE
The sampling procedures test the operating effectiveness of an internal control structure policy or procedure by determining how the policy or procedure was applied, the consistency with which it was applied during the audit period, and by whom it was applied. We will draw samples for disbursements, receipts, and payroll when applicable. Each document selected will be tested for various attributes that are designed to verify compliance with different aspects of internal controls and applicable laws and regulations. Additionally, each sample item will be tested for coding to the proper accounts and posting to the general ledger.

WORKING PAPER RETENTION AND ACCESS
All working papers and reports will be retained at LSL’s expense for a minimum of seven (7) years unless otherwise notified in writing by the City of the need to extend that retention period.

Upon written request, we will make working papers available to parties designated by the City.

Furthermore, we will respond to the reasonable inquiries of successor auditors and allow successor auditors to review working papers relating to matters of continuing accounting significance.

7. Identification Anticipated Potential Audit Problems
Outside of the complexities that arise with the implementation of GASB pronouncements, LSL does not anticipate any audit problems or conflicts in the performance of the services requested in this RFP. Our approach is to partner with our clients to provide information, training, and the resources necessary to successfully implement any new changes in accounting principles.

As mentioned previously, LSL assumes that the City will provide all necessary information to complete the financial statement and single audits. The LSL assigned to this engagement will help identify and communicate any pending information needed from the City that may hinder the engagement's objectives and timely completion. Additionally, LSL assumes that the City will have closed its books and present auditable general ledger balances.

Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 80 of 618 ends

City of Diamond Bar
Professional Auditing Services
25 www.lslcpas.com | 25
LSL Highlights: Awards & Values
LSL is a multi-location firm with formidable resources that provides a personal feel and handson client experience.

ACCOUNTING TODAY REGIONAL LEADER
LSL has again been recognized as an Accounting Today Regional Leader in 2025. The list ranks the top CPA firms that have shown exceptional growth, embraced technology, and who ‘think outside the box’ when providing solutions.

INSIDE PUBLIC ACCOUNTING AWARD
LSL is honored to be recognized among the Top 300 accounting firms in the nation by INSIDE Public Accounting! Each year, IPA ranks CPA firms based on net revenue, and LSL proudly advanced from #220 in 2024 to #201 in 2025.

Our fantastic team and the trust of our valued clients are the driving force behind this upward momentum and continued growth.

BEST OF ACCOUNTING AWARD
LSL has consistently secured the ClearlyRated Best of Accounting award since 2019. This exclusive program awards accounting firms who demonstrate highlevel service of excellence within the accounting industry and solely leverages statistically validated survey responses from our clients.

OUR CORE VALUES
Our values weren’t decided on by management and handed down. Every member of the LSL team worked together to share what values matter most to us. From there, we came up with the following five core values that embody how we approach each other, our work, and our clients.

Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 81 of 618 ends

City of Diamond Bar
Professional Auditing Services
26 www.lslcpas.com | 26
Appendix A – Current List of Municipal Clients
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 82 of 618 ends

City of Diamond Bar
Professional Auditing Services
27 www.lslcpas.com | 27
olum Client Name Client Class Contact Person Services Years Phone * Barstow M Sydnie Harris A1, A2 11 760-255-5115
Big Bear Fire Authority S Kristin Mandolini A1 9 909-866-5831 * Big Bear Lake M Kelly Ent A1 27 909-866-5831
* Brea M Monica Lo A1, A2 13 714-990-7600
* Burbank M Heidi Okimoto A1, A2 15 818-238-5500
* Butte County C Graciela Gutierrez A1, A2 1 530-552-3600 Canyon Lake M Aaron Brown A1, A2 30 951-244-2955
* Carlsbad M Zach Korach A1, A2 3 760-602-2430
* Cathedral City M Kevin Biersack A1, A2 15 760-770-0378 * Chino Hills M Nicole Lugotoff A1, A2 28 909-364-2648
* Citrus Heights M Alberto Preciado A1, A2 6 916-272-4776 * Citrus Heights Water District S Annie Liu A1 4 916-735-7703 * Coachella Valley Water District S Karla Romero A1, A2 12 760-398-2651 * Culver City M Lisa Soghor A1, A2 1 310-253-6016
* Dana Point M Sheryl Mariano A1 1 949-248-3516
* Diamond Bar M Jason Jacobsen A1, A2 15 909-839-7051
* Downey M Francesca Navarro A1, A2 11 562-904-7265
Duarte M Angela Chiaromonte A1 1 626-357-7931
Durham Mosquito Abatement District S Anita Weinreich A1 1 530-518-0364 * East Bay Municipal Utility District S Melody Wang A1, A2 6 510-287-0280 * Eastern Municipal Water District S Wilma Garriz A1, A2 4 951-928-3777 El Dorado County C Alison Winter A1, A2 1 530-621-6729
* El Toro Water District S Vishav Sharma A1 1 949-599-2504 * Fullerton M Toni Smart A1, A2 4 714-738-6522
* Galt M Cindy Nguyen A1 7 209-366-7150
Grand Terrace M Christine Clayton A1, A2 11 909-824-6621 Inglewood M Sharon Koike A1, A2 10 310-412-5257
* Irwindale M Lori Svet A1 30 626-430-2200
Kress T Johnny Taylor A1 1 806-994-5051
* La Quinta M Claudia Martinez A1, A2 1 760-777-7055
* Laguna Beach M Shannon Espinoza A1 1 949-497-0319
Livingston M Happy Bains A1 4 209-394-8041
* Lodi M Chia Lor A1, A2 2 209-269-4638
* Lompoc M Christie Donnelly A1, A2 4 805-875-8283
* Malibu M Renee Neerman A1 21 310-456-2489
* Manhattan Beach M Julie Bondarchuk A1 15 310-802-5564 * Mesa Water District S Anthony Phou A1 3 949-574-1022
* Monrovia M Buffy Bullis A1, A2 24 626-932-5513
Monterey Peninsula Airport District S Mark Wilson A1, A2 6 831-648-7000 * Napa M Rajneil (Raj) Prasad A1, A2 1 707-257-9698
Nevada City M Stephen Erlandson A1 1 530-265-2496
* Nevada County C Gina Will A1 1 530-265-1580
* Newark M Krysten Lee A1, A2 6 510-578-4288
* Oceanside M Jill Moya A1, A2 16 760-435-3887
Orange M Trang Nguyen A1, A2 2 714-744-2251
Orchard Dale Water District S Ron Richard A1 6 562-941-0114 Current List of Municipal Clients
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 83 of 618 ends

City of Diamond Bar
Professional Auditing Services
28 www.lslcpas.com | 28
* Palm Desert M Veronica Chavez A1, A2 8 760-346-0611
* Pasadena M Armine Trashian A1, A2 12 626-744-4000
* Placer County C Debbie Chan A1, A2 1 530-889-4180
* Rainbow Municipal Water District S Rick Aragon A1 5 760-728-1178 * Rancho Cucamonga M Caroline Cruz-Contreras A1, A2 47 909-774-2434 Rolling Hills M Robert Samario A1 16 310-377-1521
* Rosemead M Maria Teresita Anson A1, A2 7 626-569-2146 * Roseville M Kyle Horton A1, A2 4 916-774-5526
* Sacramento Transportation Authority S Dustin Purinton A1 2 916-323-0894 * San Bernardino Municipal Water Department S Cynthia Mouser A1, A2 6 909-453-6010 * San Clemente M Jacob Rahn A1, A2 7 949-361-8360
* San Joaquin Council of Governments S Lynette Castle A1, A2 6 209-235-0454 * San Marino M Hillary Guirola-Leon A1, A2 32 626-300-0708 * Santa Monica M Steve Gomez A1, A2 9 310-458-8272
* Shasta County C Nolda Short A1 1 530-245-6657
* South Coast Air Quality Management District S Susanna Leung A1, A2 2 909-396-2623 Stanislaus Council of Governments S Jean Foletta A1 1 209-525-4891 Sutter County C Nathan Black A1, A2 6 530-822-7127
* Three Valleys Municipal Water District S Jose Velasquez A1 17 909-626-5568 * United Water Conservation District S Brian Zahn A1 2 805-695-3870 * Vacaville M Ken Matsumiya A1, A2 5 707-449-5180
* Vallejo M Rekha Nayar A1, A2 6 707-648-5433
* West Sacramento M Becky Robertson A1, A2 2 916-617-4584 Woodland M Kimberly McKinney A1 5 530-661-5849
Yolo County C Tom Haynes A1, A2 6 530-666-8162
* Yorba Linda Water District S David Christian A1 3 714-961-7140 C - California County
S - California Special District or Other Government
T - Texas Municipality (City)
A1 - Audit Under Government Auditing Standards
A2 - Single Audit Act Engagement
* Participated in the GFOA Award Programs and has received or anticipates receiving outstanding awards Client Codes:

M - California Municipality (City)
Service Codes:

Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 84 of 618 ends

City of Diamond Bar
Professional Auditing Services
29 www.lslcpas.com | 29
Appendix B – Engagement Team Resumes
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 85 of 618 ends

Christian Townes, CPA

ENGAGEMENT PARTNER

ACHIEVEMENTS
With over 12 years of experience in public accounting, Christian brings a strong focus on governmental services and auditing, including federal grant compliance. She has a strong background in navigating the complexities of GASB regulations, ensuring compliance and accuracy in financial processes.

Additionally, she specializes in Single Audit planning and execution and excels in evaluating requirements, including major program determination, audit sampling, and internal control compliance.

CONTINUING EDUCATION
As a firm policy, all LSL government staff are required to complete a minimum of 40 hours of continuing education every year, with at least 24 hours in governmental accounting and auditing in a two-year period. Christian meets the requirements for Government Auditing Standards in governmental CPE.

EXPERIENCE
She has performed all phases of our government audits, including special districts, ACFR audits, and Single Audits.

Her work has entailed:
 Assisting in the preparation of the Annual Comprehensive Financial Report
 Performing analytical and substantive audit procedures on account balances
 Planning the nature, timing, and extent of procedures involved in the audit process audits in accordance with the provisions of Government Auditing Standards and the provisions of the Single Audit Act and the Uniform Guidance
 Assisting clients with the preparation and review of GASB related journal entries, including implementation of GASB 87 and 96.

MEMBERSHIPS

AICPA, GFOA, CSMFO

EDUCATION
Bachelor of Science in Accounting with a minor in Economics – The College at Brockport, State University of New York
A.S. in Business Administration – Genesee Community College

LICENSES &

CERTIFICATIONS
Certified Public Accountant
New York
California
AICPA Advanced
Single Audit Certificate

ENGAGEMENTS
Bay Area Clean Water Agencies
City of Citrus Heights
City of Diamond Bar
City of Dixon
City of Escalon, TDA
City of Galt
City of Inglewood
City of Lathrop, TDA
City of Lodi
City of Lodi, TDA
City of Manhattan Beach
City of Ripon, TDA
City of Shafter
City of Stockton, TDA
City of Tracy, TDA
City of Vacaville
City of Vallejo
County of Butte
County of El Dorado
County of Nevada
County of Placer
County of Sutter
DSRSD-EBMUD Recycled Water
Authority
East Bay Municipal Utility District
Freeport Regional Water Project
Monterey One Water
Sacramento Transportation Authority
San Joaquin COG
San Joaquin Rail Commission, TDA
San Joaquin Transit District, TDA
San Joaquin County, TDA
Stanislaus Council of Governments
Sutter County
Upper Mokelumne River Watershed
Authority
City of Diamond Bar
Professional Auditing Services
www.lslcpas.com | 30
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 86 of 618 ends

Program Sponsor Completed
2025 Government Workshop Series LSL CPAs 09/09/2025
2025 Government Workshop Series LSL CPAs 09/09/2025
2025 Government Workshop Series LSL CPAs 09/02/2025
2025 Government Workshop Series LSL CPAs 09/02/2025
2025 Government Workshop Series LSL CPAs 08/12/2025
2025 Government Workshop Series LSL CPAs 08/12/2025
Quality Management Standards Becker Professional Education 05/13/2025 Quality Management Standards Becker Professional Education 05/13/2025 Quality Management Standards Becker Professional Education 05/13/2025 Single Audit Training - 01/24/2025 LSL CPAs 01/24/2025
Back to Basics | Grants from A-Z LSL CPAs 09/24/2024
Government Year-End Training 8/8/24 (Webinar) LSL CPAs 08/09/2024 Back to Basics: Mastering AR Reconciliations for Year-End LSL CPAs 07/16/2024 Back to Basics | Pension & OPEB for Beginners LSL CPAs 07/10/2024 Back to Basics | Leases & SBITA Accounting: Year Two & Beyond LSL CPAs 06/18/2024 2023 Yellow Book Update Becker Professional Education 08/22/2023 Yellow Book and Single Audit Update - 2023 Becker Professional Education 08/16/2023 2023 Fraud Update Becker Professional Education 08/11/2023 Annual GASB Update - 2023 Becker Professional Education 08/10/2023 Professional Judgment in Audit Becker Professional Education 08/09/2023 2023 Uniform Guidance Update Becker Professional Education 08/03/2023 2023 Govt. Year-End Training - Time Management (Level 1) LSL CPAs 06/30/2023 2023 Govt. Year-End Training - Communication Skills/Audit Documentation (Level 1) LSL CPAs 06/29/2023 2023 Govt. Year-End Training - Financial Statements (Level 2) LSL CPAs 06/29/2023 2023 Govt. Year-End Training - Revenue & Receivables (Level 2) LSL CPAs 06/29/2023 2023 Govt. Year-End Training - People Management (Level 2) LSL CPAs 06/29/2023 2023 Govt. Year-End Training - Payroll (Level 2) LSL CPAs 06/28/2023 2023 Govt. Year-End Training - GASB 100 LSL CPAs 06/27/2023 2023 Govt. Year-End Training - Expenditures & Payables (Level 2) LSL CPAs 06/27/2023 2023 Govt. Year-End Training - Year-End Expectations LSL CPAs 06/27/2023 2023 Govt. Year-End Training - Audit Documentation (Level 2) LSL CPAs 06/27/2023 2023 Govt. Year-End Training - Basics of Government LSL CPAs 06/26/2023 2023 Govt. Year-End Training - Inventory and YE Expectations LSL CPAs 06/26/2023 2023 Govt. Lunch & Learn! Long-term Debt LSL CPAs 06/16/2023 2023 Govt. Lunch & Learn! Cash and Investments LSL CPAs 06/02/2023 2023 GASB Update: The Age of Enlightenment (for finance departments!)_LIVE LSL CPAs 05/04/2023 Statement of Cash Flows: Preparation, Presentation, and Use Aicpa 03/27/2023 Financial Instruments and Leases Aicpa 03/23/2023
Current Audit Environment and ASB Activity Aicpa 03/22/2023 Yellow Book: Staying Compliant with Government Auditing Standards Aicpa 03/20/2023 Risk Management Techniques and Tools Aicpa 03/16/2023
Contract Accounting and Lease Accounting and Their Impact on Construction Contractors Aicpa 03/14/2023 Auditing Digital Assets Aicpa 03/13/2023
2023 Interim Training - Live Case Study LSL CPAs 03/10/2023 2023 Interim Training - Assignments and Expectations LSL CPAs 03/10/2023 2023 Interim Training - Audit Documentation LSL CPAs 03/09/2023 2023 Interim Training - Basics of Internal Control LSL CPAs 03/09/2023 2023 Interim Training - Changes Since Re-Engineering LSL CPAs 03/09/2023 2023 Interim Training - Introduction to Government Audits LSL CPAs 03/09/2023 Christian Townes CPE Records 2023 - Current
City of Diamond Bar
Professional Auditing Services
www.lslcpas.com | 31
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 87 of 618 ends

Ryan Domino, CPA

CONCURRING PARTNER

ACHIEVEMENTS
Ryan currently serves as a technical reviewer for the Government Finance Officers Association (GFOA), and has been a presenter for CSMFO’s annual conference and various chapter meetings. He has been involved with teaching current audit and accounting-related material at LSL’s in-house training seminars, and annual GASB Update.

CONTINUING EDUCATION
As a firm policy, all LSL government staff are required to complete a minimum of 40 hours of continuing education every year, with at least 24 hours in governmental accounting and auditing in a two-year period. Ryan meets the requirements for Government Auditing Standards in governmental CPE.

EXPERIENCE
Ryan has over 11 years of experience in governmental auditing including financial statement audits, preparation of Annual Comprehensive Financial Reports, Housing Successor compliance audits, TDA compliance audits, Single Audits, Federal Student Financial Aid audits, and various consulting and agreed-upon procedures projects.

Ryan is one of the firm’s leaders in ensuring audit quality control and Government Practice training for staff. He is a regular presenter at the firm’s annual GASB Update where he has presented training to our clients on the latest GASB pronouncements and has been a presenter for CSMFO’s chapter meetings and the annual CSFMO Conference.

Some of his presentations have covered:
 General auditing in accordance with GAGAS
 Accounting for capital assets
 GASB Statement Nos. 89, 90, 91, 94, 100, 101, and 102  Fraud risks and internal controls

MEMBERSHIPS
AICPA, CalCPA, CSMFO, GFOA, GFOAT

EDUCATION
Bachelor of Arts Degree in Business Administration, with an emphasis in Accounting – California State University, Fullerton

LICENSES &

CERTIFICATIONS
Certified Public Accountant
California
Texas
AICPA Advanced
Single Audit Certificate

AUDIT ENGAGEMENTS
City of Agoura Hills, CA
City of Big Bear Lake, CA
City of Brea, CA
City of Burbank, CA
City of Carlsbad, CA
City of Cathedral City, CA
City of Chino Hills, CA
City of Dana Point, CA
City of Kress, TX
City of La Quinta, CA
City of Lompoc, CA
City of Monrovia, CA
City of Moorpark, CA
City of Oceanside, CA
City of Orange, CA
City of Palm Desert, CA
City of Rialto, CA
City of Rosemead, CA
City of San Clemente, CA
City of San Juan Capistrano, CA
City of Santa Monica, CA
Monterey Peninsula Airport District
Orange County Water District
Orchard Dale Water District
Rainbow Municipal Water District
San Bernardino Muni. Water Dept.

Three Valleys Muni. Water District
United Water Conservation District
Yorba Linda Water District
City of Diamond Bar
Professional Auditing Services
www.lslcpas.com | 32
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 88 of 618 ends

Program Sponsor Completed
Back to Basics | Uniform Guidance Update Encore Presentation LSL, LLP 09/10/2025 2025 Government Workshop Series LSL CPAs 09/09/2025
2025 Government Workshop Series LSL CPAs 09/02/2025
2025 GAGAS Training Day 2 LSL, LLP 08/28/2025
2025 Government Workshop Series LSL CPAs 08/26/2025
2025 GAGAS Training Day 1 LSL, LLP 08/27/2025
2025 Government Workshop Series LSL CPAs 08/05/2025
Developing as a Rainmaker Convergence Coaching 06/23/2025 Back to Basics | GASB 101: Compensated absences LSL, LLP 06/05/2025 The New Psychology of Fraud 2024-2025 Calcpa 05/14/2025 New Quality Management Standards: Bringing It All Together - Exploring All Components of a Quality Management System Aicpa 04/24/2025 New Quality Management Standards: What's New for Firms' Monitoring and Remediation Processes Aicpa 04/17/2025
Single Audit Training - 01/24/2025 LSL CPAs 01/24/2025
Back to Basics - Capital Assets Crash Course LSL CPAs 09/10/2024 Back to Basics | Put the Pieces Together: A Guide to Bank Reconciliations LSL CPAs 08/27/2024 A CPA’s Guidebook to Ethical Behavior: A CPE Ethics Course for Texas CPAs Becker Professional Education 08/23/2024 Government Year-End Training 8/8/24 (Webinar) LSL CPAs 08/09/2024 LSL Government Audit, Accounting & Technology (GAAT) Update LSL CPAs 05/01/2024 2024 Govt. Interim Training - Audit Roadmap LSL CPAs 04/05/2024 2024 Govt. Interim Training: Internal Control Documentation in Orb LSL CPAs 04/04/2024 Audit Nightmares: Expenses Lumiq 02/13/2024
LSL CPAs Strategic Planning Boomer Consulting 01/18/2024 Designing a Training Program: Setting Goals, Objectives, and Mediums 01/03/2024 Key Recipient Roles and Responsibilities in Single Audits Aicpa 12/15/2023 Audit & Assurance Discussion Webinar Primeglobal 10/19/2023 2023 DHCS GAGAS Training Day 2 LSL CPAs 08/31/2023
2023 DHCS GAGAS Training Day 1 LSL CPAs 08/30/2023
2023 Uniform Guidance Update Becker Professional Education 08/21/2023 Understanding and Applying SAS 142: Audit Evidence Becker Professional Education 07/31/2023 Risk Assessment Under SAS No. 145 Aicpa 07/20/2023
Selecting and Managing a Project Portfolio with Microsoft Project 07/18/2023 2023 Govt. Lunch & Learn! Writing Good Findings LSL CPAs 07/14/2023 Becoming a Thought Leader 07/13/2023
2023 Govt. Year-End Training - Time Management (Level 1) LSL CPAs 06/30/2023 2023 Govt. Year-End Training - Financial Statements (Level 2) LSL CPAs 06/29/2023 2023 Govt. Year-End Training - Payroll (Level 1) LSL CPAs 06/29/2023 2023 Govt. Year-End Training - Revenue & Receivables (Level 2) LSL CPAs 06/29/2023 2023 Govt. Year-End Training - Revenue & Receivables (Level 1) LSL CPAs 06/28/2023 2023 Govt. Year-End Training - GASB 100 LSL CPAs 06/27/2023 2023 Govt. Year-End Training - Year-End Expectations LSL CPAs 06/27/2023 2023 Govt. Year-End Training - Inventory and YE Expectations LSL CPAs 06/26/2023 2023 Govt. Year-End Training - Basics of Government LSL CPAs 06/26/2023 2023 Govt. Lunch & Learn! Long-term Debt LSL CPAs 06/16/2023 Critical Thinking – The Key to Success in Any Job Becker Professional Education 06/14/2023 2023 OMB Compliance Supplement and Single Audit Update Aicpa 06/13/2023 GASB Other Postemployment Benefits (OPEB) Becker Professional Education 06/12/2023 Building Professional Relationships 06/06/2023
Balancing Multiple Roles as a Leader 06/05/2023
2023 Govt. Lunch & Learn! Cash and Investments LSL CPAs 06/02/2023 2023 Fraud Update Becker Professional Education 05/09/2023 Start-up and Small Business Financial Statements: Issues and Fraud 2022 Calcpa 05/09/2023 2023 GASB Update: The Age of Enlightenment (for finance departments!)_LIVE LSL CPAs 05/04/2023 2023 Annual Required GAQC Webcast Aicpa 05/02/2023
California Ethics Becker Professional Education 04/26/2023 2023 Interim Training - Assignments and Expectations LSL CPAs 03/10/2023 2023 Interim Training - Live Case Study LSL CPAs 03/10/2023 2023 Interim Training - Changes Since Re-Engineering LSL CPAs 03/09/2023 2023 Interim Training - Introduction to Government Audits LSL CPAs 03/09/2023 2023 Interim Training - Audit Documentation LSL CPAs 03/09/2023 2023 Interim Training - Basics of Internal Control LSL CPAs 03/09/2023 Accounting Firm’s System of Quality Control, Part 1 Becker Professional Education 01/16/2023 Ryan Domino CPE Records 2023 - Current
City of Diamond Bar
Professional Auditing Services
www.lslcpas.com | 33
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 89 of 618 ends

James Butera, MBA, CPA
DIRECTOR – RELATIONSHIP MANAGER

ACHIEVEMENTS
James was previously a Director of Finance at a regional municipality in New York. He brings his experience in financial audits, Single Audits, ACFR, and financial statement preparation, plus in-depth knowledge of GASB implementation consulting, bookkeeping consulting, and Controller consulting services.

CONTINUING EDUCATION
133 total hours over the last three years, 110 of which were in governmental accounting and auditing subjects. James meets the requirements of governmental CPE Government Auditing Standards.

EXPERIENCE
James has performed all phases of our government audits, including cities, counties, and special districts for their ACFR and Single Audits.

His work has entailed:
 Assisting in the preparation of the Annual Comprehensive Financial Report
 Performing analytical and substantive audit procedures on account balances
 Planning the nature, timing, and extent of procedures involved in the audit process audits in accordance with the provisions of Government Auditing Standards and the provisions of the Single Audit Act and the Uniform Guidance
 Assisting clients with the preparation and review of GASB 68, 75, and 84 journal entries
 Review of capital assets, debt service, and federal and state award schedules

MEMBERSHIPS
AICPA, CalCPA, GFOA

EDUCATION
Bachelor of Science in Accounting, Cum Laude &
Master of Business Administration in Accounting -
St. John Fisher University

LICENSE
Certified Public Accountant
New York

ENGAGEMENTS
City of American Canyon
City of Batavia, NY
City of Big Bear Lake
City of Chino Hills
City of Chula Vista
City of Fullerton
City of Geneva, NY
City of Irwindale
City of Livingston
City of Napa
City of Newark
City of Palm Desert
City of Pasadena
City of Pleasanton
City of Rialto
City of Rochester, NY
City of Rosemead
City of West Sacramento
County of Butte
County of Genesee, NY
County of Nevada
County of Placer
County of Sutter
County of Yolo
Jamestown Board of Public
Utilities
Monterey One Water District
Rochester City School District
City of Diamond Bar
Professional Auditing Services
www.lslcpas.com | 34
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 90 of 618 ends

Program Sponsor Completed
Annual Professional Ethics Update 2025 Becker Professional Education 06/02/2025 Quality Management Standards Becker Professional Education 04/29/2025 Annual GASB Update 2024 Becker Professional Education 04/09/2025 Maximizing Transient Occupancy Tax Revenue: Don’t Leave Money on the Table LSL CPAs 03/26/2025 Single Audit Training - 01/24/2025 LSL CPAs 01/24/2025
Back to Basics - Capital Assets Crash Course LSL CPAs 09/10/2024 Lunch & Learn - Government Audit File Updates LSL CPAs 09/06/2024 2024 Gov't Levels Training - Levels 1-2 (Day 2) LSL CPAs 08/08/2024 2024 Gov't Levels Training - Level 3 (Day 1) LSL CPAs 08/07/2024 Inventory Count Training (Government) LSL CPAs 06/06/2024 LSL Government Audit, Accounting & Technology (GAAT) Update LSL CPAs 05/01/2024 2024 Govt. Interim Training: Expectations LSL CPAs 04/05/2024 2024 Govt. Interim Training - Audit Roadmap LSL CPAs 04/05/2024 2024 Govt. Interim Training: Internal Control Documentation in Orb LSL CPAs 04/04/2024 Yellow Book and Single Audit Update 2024 Becker Professional Education 01/24/2024 Yellow Book Update 2024 Becker Professional Education 01/09/2024 Single Audit Quality: Focus on Designing and Performing Test of Control and Compliance Becker Professional Education 01/08/2024 2023 Audit Update Becker Professional Education 08/24/2023 2023 Yellow Book Update Becker Professional Education 08/22/2023 2023 Uniform Guidance Update Becker Professional Education 08/21/2023 Understanding and Applying SAS 142: Audit Evidence Becker Professional Education 07/31/2023 2023 Govt. Year-End Training - Financial Statements (Level 2) LSL CPAs 06/29/2023 2023 Govt. Year-End Training - Revenue & Receivables (Level 2) LSL CPAs 06/29/2023 2023 Govt. Year-End Training - People Management (Level 2) LSL CPAs 06/29/2023 2023 Govt. Year-End Training - Payroll (Level 2) LSL CPAs 06/28/2023 2023 Govt. Year-End Training - Year-End Expectations LSL CPAs 06/27/2023 2023 Govt. Year-End Training - Expenditures & Payables (Level 2) LSL CPAs 06/27/2023 2023 Govt. Year-End Training - Audit Documentation (Level 2) LSL CPAs 06/27/2023 2023 Govt. Year-End Training - GASB 100 LSL CPAs 06/27/2023 2023 Govt. Year-End Training - Basics of Government LSL CPAs 06/26/2023 2023 Govt. Year-End Training - Inventory and YE Expectations LSL CPAs 06/26/2023 2023 Govt. Lunch & Learn! Cash and Investments LSL CPAs 06/02/2023 Yellow Book:Staying Compliance with GAS 05/08/2023
2023 GASB Update: The Age of Enlightenment (for finance departments!)_ZOOM LSL CPAs 05/04/2023 Performing a Single Audit Under the Uniform Guidance 04/25/2023 Yellowbook: Application of GAGAS Principles 04/18/2023
Excel Essential Training (Office 365/Microsoft 365) 04/11/2023 Becoming Indistractable 04/10/2023
Balancing Multiple Roles as a Leader 04/10/2023
Excel 2019 Essential Training 04/10/2023
Getting Your Ideas Approved 04/08/2023
Building Trust 04/04/2023
10 Habits of highly successful careers Becker Professional Education 04/04/2023 Becoming a Manager Becker Professional Education 04/04/2023 AICPA and the Future of the Profession Becker Professional Education 04/04/2023 James Butera CPE Records 2023 - Current
City of Diamond Bar
Professional Auditing Services
www.lslcpas.com | 35
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 91 of 618 ends

Calvin Kunkel, CPA

MANAGER

ACHIEVEMENTS
Calvin brings insightful perspectives to tackling our client’s toughest obstacles. He loves helping clients recognize patterns and effectively apply analytic procedures to resolve their unique and complex challenges. His experience serving in the U.S. Air Force allows him to apply his critical problem-solving skills, pattern recognitions, and analytic though process to complex accounting problems. He holds a no-nonsense approach with a commitment to high standards of integrity and transparency.

CONTINUING EDUCATION
130 total hours over the last three years, 75 of which were in governmental accounting and auditing subjects. Calvin meets the requirements of governmental CPE Government Auditing Standards.

EXPERIENCE
Calvin has performed all phases of our government audits, including ACFR audits, Single Audits, and special districts.

His work has entailed:
 Assisting in the preparation of the Annual Comprehensive Financial Report for the Government Finance Officers
Association (GFOA)
 Performing analytical and substantive audit procedures on account balances
 Planning the nature, timing, and extent of procedures involved in the audit process audits in accordance with the provisions of Government Auditing Standards and the provisions of the Single Audit Act and the Uniform Guidance
 Assisting clients with the preparation and review of GASB 68, 75, and 84 journal entries
 Review of capital assets, debt service, and federal and state award schedules

EDUCATION
B.A. degree in English – Illinois State University
Master of Accountancy – Northern Illinois University

LICENSE
Certified Public Accountant
Illinois

ENGAGEMENTS
City of Cathedral City
City of Inglewood
City of Palm Desert
City of Redondo Beach
City of Rialto
City of Vacaville
South Coast Air Quality
Management District
City of Diamond Bar
City of Irwindale
City of Diamond Bar
Professional Auditing Services
www.lslcpas.com | 36
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 92 of 618 ends

Program Sponsor Completed
2025 Government Workshop Series LSL CPAs 08/26/2025
2025 Government Workshop Series LSL CPAs 08/12/2025
2025 Government Workshop Series LSL CPAs 08/05/2025
2025 Government Year-End Training LSL CPAs 07/24/2025
2025 Assurance Department Training LSL CPAs 07/22/2025
Back to Basics | GASB 101: Compensated absences LSL, LLP 06/05/2025 2025 Government Interim Training LSL CPAs 04/07/2025
2025 Government Interim Training LSL CPAs 04/07/2025
Single Audit Training - 01/24/2025 LSL CPAs 01/24/2025
Revenue & Expenses: Proposed Changes For Governmental Entities Becker Professional Education 09/25/2024 Federal Appropriation Principles-An Overview Becker Professional Education 09/25/2024 Mastering Presentation and Disclosures by Not-for-Profit Entities for Contributed Nonfinancial Assets Becker Professional Education 09/25/2024 Back to Basics | Grants from A-Z LSL CPAs 09/24/2024
Fraud and Abuse in Nonprofit and Government Environments Becker Professional Education 09/24/2024 Introduction to Government/Fund Accounting Becker Professional Education 09/24/2024 Excel: Making Sense of Data 2024 Becker Professional Education 09/23/2024 GASB Statement 87: Leases Becker Professional Education 09/23/2024 GASB Other Postemployment Benefits (OPEB) Becker Professional Education 09/23/2024 GASB 96 – Subscription-Based Information Technology Arrangements (SBITAs) Becker Professional Education 09/22/2024 10 Habits of highly successful careers Becker Professional Education 09/22/2024 Accounting for Revenues in Government (Emphasis on Non-Exchange Transactions) Becker Professional Education 09/22/2024 Managing a Virtual Team Becker Professional Education 09/20/2024 A Guide Through Common Audit Deficiencies Becker Professional Education 09/20/2024 Auditing and Accounting Update 2024 Becker Professional Education 09/19/2024 Auditing Fair Value Becker Professional Education 09/18/2024 Creating a Culture of Integrity Becker Professional Education 09/18/2024 AICPA's Ethics Codification Project Becker Professional Education 09/16/2024 Identifying and Communicating Internal Control Matters on An Audit Becker Professional Education 09/13/2024 Ethical and Independence Considerations in Yellow Book Engagements Becker Professional Education 09/13/2024 Audit Risk Assessment: The Do's and Don'ts, Part 2 Becker Professional Education 09/11/2024 Audit Risk Assessment: The Do's and Don'ts, Part 1 Becker Professional Education 09/10/2024 Yellow Book Update 2024 Becker Professional Education 09/10/2024 GASB 84: Fiduciary Activities Becker Professional Education 09/10/2024 Internal Control Considerations—Focus on Non-profits and Governmental Entities Becker Professional Education 09/09/2024 GAO Green Book - Government Internal Control Standards Becker Professional Education 09/09/2024 Lunch & Learn - Government Audit File Updates LSL CPAs 09/06/2024 Evaluating Design and Implementation of Internal Controls on Audits Becker Professional Education 09/06/2024 Government Year-End Training 8/8/24 (Webinar) LSL CPAs 08/09/2024 Back to Basics | Leases & SBITA Accounting: Year Two & Beyond LSL CPAs 06/18/2024 Inventory Count Training (Government) LSL CPAs 06/06/2024 2024 Govt. Interim Training: Expectations LSL CPAs 04/05/2024 2024 Govt. Interim Training - Audit Roadmap LSL CPAs 04/05/2024 2024 Govt. Interim Training: Internal Control Documentation in Orb LSL CPAs 04/04/2024 2023 Uniform Guidance Update Becker Professional Education 08/21/2023 Understanding and Applying SAS 142: Audit Evidence Becker Professional Education 07/31/2023 GASB 96: Lost In Translation.... Implementation Challenges No One is Talking About LSL CPAs 07/31/2023 2023 Govt. Lunch & Learn! Writing Good Findings LSL CPAs 07/14/2023 2023 Govt. Year-End Training - Financial Statements (Level 2) LSL CPAs 06/29/2023 2023 Govt. Year-End Training - People Management (Level 2) LSL CPAs 06/29/2023 2023 Govt. Year-End Training - Revenue & Receivables (Level 2) LSL CPAs 06/29/2023 2023 Govt. Year-End Training - Payroll (Level 2) LSL CPAs 06/28/2023 2023 Govt. Year-End Training - Expenditures & Payables (Level 2) LSL CPAs 06/27/2023 2023 Govt. Year-End Training - GASB 100 LSL CPAs 06/27/2023 2023 Govt. Year-End Training - Year-End Expectations LSL CPAs 06/27/2023 2023 Govt. Year-End Training - Audit Documentation (Level 2) LSL CPAs 06/27/2023 2023 Govt. Year-End Training - Basics of Government LSL CPAs 06/26/2023 2023 Govt. Year-End Training - Inventory and YE Expectations LSL CPAs 06/26/2023 2023 Govt. Lunch & Learn! Cash and Investments LSL CPAs 06/02/2023 Preventing Harassment & Discrimination Everfi 05/29/2023 Intermediate Governmental Accounting Becker Professional Education 05/29/2023 Yellow Book and Single Audit Update - 2023 Becker Professional Education 05/12/2023 Annual GASB Update Becker Professional Education 05/05/2023 Excel: Creating Powerful Workbooks with Conditional Formatting Becker Professional Education 05/05/2023 Microsoft Teams Tips and Tricks 05/04/2023
Consulting Foundations: Client Management and Relationships 05/04/2023 Leadership Foundations: Leadership Styles and Models 05/04/2023 Time Management: Working from Home 05/03/2023
Time Management for Managers 05/03/2023
Abdo Compass: Client Revenue Map 05/02/2023
Abdo Compass: LOB Scorecard 05/02/2023
Abdo Compass: By Employee 05/02/2023
Abdo Compass: Partner Scorecard 05/02/2023
Abdo Compass: Department Scorecard 05/02/2023
Abdo Compass: Cash Receipts 05/02/2023
Abdo Compass: Project Analysis 05/02/2023
Abdo Compass: Billing & Realization Pages 05/02/2023
Abdo Compass: Firm Overview Page 05/02/2023
Calvin Kunkel CPE Records 2023 - Current
City of Diamond Bar
Professional Auditing Services
www.lslcpas.com | 37
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 93 of 618 ends

PREPARED BY

LSL, LLP
Certified Public Accountants
License Number 2584

COST PROPOSAL
City of Diamond Bar
Professional Auditing Services
Date of Submission: October 27, 2025
Valid for 90 Days
Authorized by:

Christian Townes, CPA, Partner
[email protected]
500 Technology Dr.

Suite 350
Irvine, CA 92618
(949) 829 - 8299
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 94 of 618 ends

City of Diamond Bar
Professional Auditing Services
1 www.lslcpas.com

1. Total All-Inclusive Maximum Price
* Price includes 1 major program. Each additional program is $5,000.

HOURLY RATES OF THE FIRM’S EMPLOYEES

2025-26 2026-27 2027-28
Optional
2028-29
Optional
2029-30
Partner $312 $312 $312 $328 $345
Director $320 $320 $320 $336 $353
Senior Manager $232 $232 $232 $244 $257
Manager $200 $200 $200 $210 $221
Supervisor $168 $168 $168 $177 $186
Senior Accountant $152 $152 $152 $160 $168
Experienced Staff $128 $128 $128 $135 $142
Staff Accountant $112 $112 $112 $118 $124
Clerical $96 $96 $96 $101 $107
Auditor's Standard Billing Rates
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 95 of 618 ends

City of Diamond Bar
Professional Auditing Services
2 www.lslcpas.com

TOTAL PROPOSED HOURS
* Hours proposed are for one (1) major program.

2. Manner of Payment
Progress payments will be made on the basis of hours of work completed during the course of the engagement and out-of-pocket expenses incurred in accordance with the firm's proposal. Interim billings shall cover a period of not less than a calendar month.

The final ten percent (10%) of the total all-inclusive maximum price will be paid upon delivery of the firm's final reports.

TOTAL PROPOSED HOURS
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 96 of 618 ends

LSLCPAS.COM
Memo: Audit Fee Proposal for Future Years
Explanation of Significant Increase in Proposed Audit Fees To: City Council and Management
From: Christian Townes, Partner, LSL, LLP
Date: 10/21/2025
Subject: External Audit Fee Proposal – Rationale for Significant Increase As part of our continued commitment to providing high-quality audit services to the City of Diamond Bar (the City), we have submitted a proposal for external audit services for future fiscal years. You may notice that the proposed audit fees for these years represent a significant increase compared to our prior proposal, particularly for the City’s financial statement audit.

The purpose of this memorandum is to provide a transparent explanation of the key factors contributing to this change and to address any questions or concerns you may have.

Factors Driving the Increase in Audit Fees

1. Expanded Regulatory Requirements:

Since the prior accepted proposal, there have been changes in regulatory standards and increased expectations for audit procedures. Enhanced scrutiny and expanded procedures are now required to ensure compliance, which has led to greater resource allocation from our team.

2. Investment in Technology and Expertise:

To better serve our clients, we have invested in advanced audit technologies and specialized staff training. While these improvements enhance audit quality and efficiency, they also result in higher costs that are reflected in our fees.

3. Inflation and Market Adjustments:

General inflationary pressures, as well as adjustments to market rates for professional services, have necessitated a review and update of our pricing structure.

Commitment to Value and Transparency
We remain committed to delivering exceptional value and maintaining open communication regarding our fee structure. The proposed fee increase is directly tied to the resources and expertise required to uphold audit integrity and meet the evolving needs of the City. We are confident that our approach will continue to support your organization’s objectives and regulatory compliance.

A discount of 20% has been applied to the proposed audit fees in acknowledgment of the established working relationship with the City and the team's responsiveness. Additionally, the same fee structure will be offered through fiscal year 2028.

Should you have any questions or require further clarification regarding the proposed fees, please do not hesitate to contact me directly. We appreciate your trust in our firm and look forward to our continued partnership.

Sincerely,
Christian Townes
[email protected]
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 97 of 618 ends

LSLCPAS.COM
February 3, 2026
Dear Jason Jacobson,
We appreciate your engagement regarding our initial proposed audit fee. Following additional discussions with our government assurance partner group and highlighting our strong working relationship with the City, we are pleased to offer an additional 15% reduction on our proposed fee for the financial statement audit and an additional 10% reduction for the State Controller’s Report.

Furthermore, we have maintained the fixed fee for all deliverables, except for the financial statement audit, for fiscal years 2026 through 2028. Collectively, our initial proposed fee reflects a reduction of $37,210. A detailed breakdown of this adjustment is provided below:

Initial proposed quote:

Updated proposed quote:

We value your trust in our firm and are hopeful we can continue our partnership. Please contact us if you have questions or need more information.

Sincerely,
Christian Townes, CPA

LSL, LLP
Docusign Envelope ID: 0DF665F5-87F7-850D-818D-D7803F1C81BA

Page 98 of 618 ends

Agenda Item #: 8.5
Meeting Date: March 17, 2026

CITY COUNCIL AGENDA REPORT
TO: Honorable Mayor and Members of the City Council
FROM: Daniel Fox, City Manager
SUBJECT: Town Center Specific Plan.

STRATEGIC GOAL: Safe, Sustainable and Healthy Community RECOMMENDATION:

Approve for second reading by title only, waive full reading, and adopt Ordinance No. 03 (2026):

ZONING DISTRICT, AND AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF DIAMOND BAR TO

REZONE ALL PROPERTIES WITHIN THE TOWN CENTER MIXED USE GENERAL PLAN LAND USE DESIGNATION TO THE TOWN CENTER SPECIFIC PLAN (TCSP) DISTRICT.

FINANCIAL IMPACT:

The fiscal impact analysis prepared in support of the TCSP concludes that redevelopment consistent with the Specific Plan would generate a positive net fiscal impact to the City’s General Fund over time, driven primarily by increased property tax, sales tax, and transient occupancy tax revenues. While redevelopment would occur incrementally and over an extended timeframe, the Planning Area currently represents an underutilized commercial district with limited long-term growth potential under existing zoning.

BACKGROUND:

On March 3, 2026, the City Council conducted a duly noticed public hearing and approved for first reading Ordinance No. 03 (2026) approving the Town Center Specific Plan (TCSP) and related legislative actions. The Council approved the first reading by a 5-0 vote.

ANALYSIS:

Ordinance 03 (2026) (Attachment 1) is now being presented for second reading by title only and adoption, and will become effective 30 days from March 17, 2026. In related actions on March 3, 2026, the City Council also adopted Resolution No. 2026-05 certifying the Supplemental Environmental Impact Report, adopted Findings of Fact and a Statement of Overriding Considerations, and approved the TCSP Mitigation Monitoring and Reporting Program, and Resolution No. 2026-06 incorporating the Town Center Specific Plan into the General Plan Land Use and Economic Development Element. A copy of the March 3, 2026 staff report

Page 99 of 618 ends

Agenda Item #: 8.5
Meeting Date: March 17, 2026
(without attachments) is included for reference (Attachment 2).

LEGAL REVIEW:

The City Attorney has reviewed the Ordinance as to form.

PREPARED BY:

Greg Gubman, Director, Community Development
ATTACHMENTS:

1. Ordinance No. 03 (2026)

2. City Council staff report dated March 3, 2026

Page 100 of 618 ends

ORDINANCE NO. 03 (2026)

AN ORDINANCE OF THE CITY OF DIAMOND BAR ADOPTING THE
TOWN CENTER SPECIFIC PLAN, AMENDING TITLE 22
(DEVELOPMENT CODE) OF THE DIAMOND BAR CITY CODE TO ADD
NEW CHAPTER 22.11 (MIXED USE DISTRICTS) AND TO ESTABLISH

THE TOWN CENTER SPECIFIC PLAN (TCSP) ZONING DISTRICT, AND

AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF DIAMOND

BAR TO REZONE ALL PROPERTIES WITHIN THE TOWN CENTER

MIXED USE GENERAL PLAN LAND USE DESIGNATION TO THE TOWN CENTER SPECIFIC PLAN (TCSP) DISTRICT.

WHEREAS, On November 3, 1998, the City of Diamond Bar adopted a Development Code (Title 22 of the Diamond Bar City Code); and WHEREAS, on December 17, 2019, the City Council adopted the Diamond Bar General Plan 2040 and the Climate Action Plan 2040 to create a vision and blueprint for development through 2040. The Diamond Bar General Plan 2040 establishes the Town Center Mixed-Use, Neighborhood Mixed-Use, Transit Oriented Mixed-Use, and Community Core Overlay focus areas and corresponding land use designations, estimates that up to 3,750 new housing units could be built in the city by 2040, and anticipates that much of this growth will occur within these four focus areas; and WHEREAS, the Town Center Mixed-Use focus area and land use designation encompasses those properties within an approximately 45-acre area along Diamond Bar Boulevard, between Golden Springs Drive and the SR-60 Freeway; and WHEREAS, on August 11, 2022, the City Council adopted the City’s 2021-2029 General Plan Housing Element (“2021-2029 Housing Element”), which was subsequently found by the California Department of Housing and Community Development (HCD) to be in full compliance with State Housing Element Law (Article 10.6 of the Government Code) on October 5, 2022. The 2021-2029 Housing Element identifies sites to accommodate the City’s Regional Housing Needs Allocation (RHNA) of 2,516 residential units, including through rezoning of underutilized sites in the Town Center Mixed-Use, Neighborhood Mixed-Use, Transit Oriented Mixed-Use focus areas. The 2021-2029 Housing Element expressly contemplates the implementation of a specific plan for mixeduse development in the Town Center Focus Area and encourages incentives to encourage and facilitate redevelopment in the Town Center Focus Area; and WHEREAS, on January 27, 2025, the City Council adopted Resolution No. 2025- 04 approving an amendment to the Land Use Element of the General Plan to establish a minimum residential density of 20 dwelling units per acre and a maximum residential density of 30 dwelling units per acre on sites within the Town Center Mixed-Use and Neighborhood Mixed-Use Land Use Designations, as required under Program H-8 of the; and
WHEREAS, on February 4, 2025, the City Council adopted Ordinance No. 01 (2025), establishing the housing element site (H) overlay district to provide development

Page 101 of 618 ends

Ordinance No. 03 (2026)
2 and land use regulations for the development of multifamily dwellings on specified sites identified in the City of Diamond Bar 2021-2029 Housing Element to accommodate the City’s RHNA requirements. The Zoning Map was concurrently amended to apply the H overlay district designation to those parcels with a General Plan land use designation of Town Center Mixed-Use, Neighborhood Mixed-Use, and Transit-Oriented Mixed-Use.

The H overlay district establishes a maximum residential density of 30 dwelling units per acre; and
WHEREAS, to implement the Land Use and Economic Development and Housing Elements of the General Plan, the City of Diamond Bar initiated preparation of the Town Center Specific Plan (“TCSP”) pursuant to Government Code sections 65450 through 65457 and corresponding amendments to the General Plan Land Use and Economic Development Element, Development Code, and Official Zoning Map to establish the TCSP as the regulatory document governing the Town Center Mixed-Use land use designation and to revise the General Plan criteria and the zoning designation applicable to the Planning Area covered by the Specific Plan as necessary to ensure consistency with, and implementation of, the Specific Plan’s framework, including maximum residential density and permitted uses; and
WHEREAS, the proposed TCSP would establish a regulatory framework to guide the transformation of the Town Center from the existing suburban-style retail shopping centers into a pedestrian-oriented downtown, providing housing opportunities, retail, restaurants, and entertainment uses within the City of Diamond Bar. Implementation of the TCSP is anticipated to result in the development of up to 2,055 housing units (an increase of 705 units); 200 hotel rooms (an increase of 103 rooms); 40,000 square feet of public open space (an increase of 40,000 square feet); and 446,000 square feet of commercial space (a net decrease of 64,000 square feet), including retail, dining, and entertainment uses, as compared to development anticipated for the area under the General Plan, as amended by the 2021-2029 Housing Element. Supporting infrastructure and development standards will be implemented through the TCSP and associated entitlements; and
WHEREAS, the proposed General Plan Amendment would amend the Land Use and Economic Development Element to ensure consistency between it and the TCSP by specifying that the Town Center Mixed Use Land Use designation is implemented by the TCSP and project density may be increased over the maximum base residential density of 30.0 dwelling units per acre in certain circumstances only through application of either the State Density Bonus Law or the TCSP Inclusionary Incentive Program Standards described in the TCSP, or through density transfers as permitted in the TCSP; and WHEREAS, the proposed Development Code Amendment would establish a new Town Center Specific Plan zoning district that implements the TCSP and would incorporate the TCSP into the Development Code by reference. These provisions are proposed to be set forth in a new chapter 22.11 of the Development Code entitled “Mixed Use Zoning Districts,” which will provide a framework for the incorporation of future specific plans implementing General Plan goals and policies for the the Neighborhood Mixed-Use and Transit Oriented Mixed-Use land use designations; and

Page 102 of 618 ends

Ordinance No. 03 (2026)
3 WHEREAS, the proposed Zoning Map Amendment would rezone all properties within the Town Center Mixed Use General Plan land use designation to the new Town Center Specific Plan (TCSP) District; and
WHEREAS, the proposed General Plan Amendment, Town Center Specific Plan, Development Code Amendment, and Zoning Map Amendment are collectively referred to herein as the “Project”; and
WHEREAS, on February 10, 2026, the City of Diamond Bar Planning Commission held a duly noticed public hearing regarding the Project and adopted Resolution No. 2026-02 making specified findings and recommending that the City Council adopt the proposed Town Center Specific Plan and corresponding General Plan, Development Code, and Zoning Map amendments; and
WHEREAS, on February 20, 2026, notification of the City Council public hearing for the Project was published in the San Gabriel Valley Tribune. Public hearing notices were mailed to property owners within a 1000-foot radius of the TCSP Planning Area, inclusive of the Planning Area, and notices were posted at the City’s designated community posting sites; and
WHEREAS, on March 3, 2026, the City Council held a duly noticed public hearing regarding the proposed Project; and
WHEREAS, following the public hearing held on March 3, 2026, the City Council (1) adopted Resolution No. 2026-05 certifying the Final SIR for the Project, finding that the Final SIR was completed in compliance with the California Environmental Quality Act (“CEQA”) ; finding that the Final SIR reflects the independent judgment and analysis of the City Council; finding that the Final SIR was presented to, and revised and considered by the, City Council; adopting a Statement of Overriding Considerations; and adopting a Mitigation Monitoring and Reporting Program; and (2) adopted Resolution No. 2026-06 approving a text amendment to the General Plan Land Use and Economic Development Element to ensure consistency between it and the TCSP by specifying that the Town Center Mixed Use Land Use designation is implemented by the TCSP and project density may be increased over the maximum base residential density of 30.0 dwelling units per acre in certain circumstances only through application of either the State Density Bonus Law or the TCSP Inclusionary Incentive Program Standards described in the TCSP, or through density transfers as permitted in the TCSP; and WHEREAS, all legal prerequisites to the adoption of this Ordinance have occurred.

NOW, THEREFORE, the City Council of the City of Diamond Bar does hereby find, determine and ordains as follows:

SECTION 1. Incorporation of Recitals
The foregoing recitals set forth above are true and correct and are incorporated herein by reference.

Page 103 of 618 ends

Ordinance No. 03 (2026)
4 SECTION 2. Findings
The City Council hereby finds and determines as follows:

A. The City Council of the City of Diamond Bar has considered the proposed Town Center Specific Plan (“TCSP”), prepared pursuant to Government Code Sections 65450–65457.

B. The TCSP is being adopted by ordinance in accordance with Government Code Section 65453, following a recommendation from the Planning Commission and after a duly noticed public hearing.

C. The TCSP is consistent with the General Plan, as amended pursuant to City Council Resolution No. 2026-06, as required by Government Code Section 65454, in that it implements the General Plan’s goals, policies, and land use framework applicable to the Town Center Mixed-Use land use designation, and provides regulatory standards and development guidance that further the General Plan’s vision for orderly, compatible, and well-planned development.

D. The TCSP complies with Government Code Section 65451 by including a statement of land uses, circulation and infrastructure provisions, development standards, and implementation measures necessary to carry out the General Plan within the Specific Plan area.

E. The proposed Development Code and Zoning Map Amendments are internally consistent with the General Plan, the TCSP, and other adopted goals and policies of the City.

F. The City Council hereby adopts the facts and reasons stated in Planning Commission Resolution No. 2026-02 recommending City Council approval of the Project, a copy of which is on file with the City Clerk and which is incorporated herein by reference with the same force and effect as if set forth in full.

SECTION 3. CEQA Compliance
The City determined that the appropriate environmental document for the Project would be a Supplemental Environmental Impact Report (“SIR”) to the Diamond Bar General Plan 2040 (“General Plan”) and Climate Action Plan Program EIR, State Clearinghouse Number 2018051066, certified on December 18, 2019, as addended on August 11, 2022 with adoption of the 2021-2029 Housing Element Update, and an SIR has been prepared for the Project in compliance with the California Environmental Quality Act and the State CEQA Guidelines. On March 3, 2026, the City Council adopted Resolution No. 2026-05 certifying the Final SIR for the Project, finding the Final SIR was completed in compliance with CEQA; finding that the Final SIR reflects the independent judgment and analysis of the City Council; finding that the Final SIR was presented to, and reviewed and considered by, the City Council; adopting a Statement of Overriding Considerations; and adopting a Mitigation Monitoring and Reporting Program.

Page 104 of 618 ends

Ordinance No. 03 (2026)
5 SECTION 4. Adoption of Specific Plan
The Town Center Specific Plan, a copy of which is attached hereto and incorporated herein by reference as Exhibit 1, is hereby adopted.

SECTION 5. Development Code Amendment
Title 22 of the Diamond Bar City Code is hereby amended to add new Chapter 22.11, entitled “Mixed Use Districts,” to read in its entirety as follows:
“CHAPTER 22.11 – MIXED-USE ZONING DISTRICTS
Sec. 22.11.010. – Purpose of chapter.

This chapter provides regulations for development and new land uses in the mixed-use zoning districts established by section 22.11.020.

Sec. 22.11.020. – Purpose of mixed-use zoning districts.

The purposes of the individual mixed-use zoning districts and the manner in which they are applied are as follows:
(1) TCSP (town center specific plan) district. The TCSP district implements the “Town Center Specific Plan” and is consistent with the town center mixed use land use category of the general plan.

Sec. 22.11.030. – Mixed-use zoning district land uses, permit requirements, and development standards.
(1) TCSP (town center specific plan) district. All development within the town center specific plan district shall be subject to the Town Center Specific Plan, as it may be amended from time to time. The Town Center Specific Plan is on file with the City Clerk and is incorporated herein by reference.

Sec. 22.11.040. – Special provisions applicable to lower-income sites within mixed-use zoning districts.
(1) TCSP (town center specific plan) district. In accordance with subdivision (h) of Government Code Section 65583.2, the following additional regulations shall apply to each site within the town center specific plan district identified in Table B-3 of Appendix B to the City of Diamond Bar 2021-2029 General Plan Housing Element to accommodate the City’s lowor very low-income housing needs: (a) at least sixteen (16) dwelling units may be developed on the site; (b) 100% of the uses on the site may be residential; (c) residential uses shall occupy at least 50 percent of the total gross floor area of any new development on the site; (c) for developments in which 20 percent or more of the units are affordable to lower income households, multifamily dwellings shall be considered a use by right and

Page 105 of 618 ends

Ordinance No. 03 (2026)
6 shall be reviewed ministerially pursuant to section 22.18.040(f).” SECTION 6. Zoning Map Amendment
The Zoning Map of the City of Diamond Bar is hereby amended as shown in Exhibit 2 to this Ordinance to rezone all properties within the Town Center Mixed Use General Plan Land Use designation to the Town Center Specific Plan (TCSP) District and to denote the Town Center Specific Plan (TCSP) District for the applicable properties.

SECTION 7. Effective Date
This Ordinance shall be effective 30 days after adoption pursuant to Government Code Section 36937, provided, however, that the effectiveness of this Ordinance shall be contingent upon the adoption and effectiveness of City Council Resolution No. 2026-06 approving and adopting the associated General Plan Amendment. Should Resolution No. 2026-06 not be adopted or take effect, this Ordinance shall automatically be deemed null and void.

SECTION 8. Severability Clause
If any section, subdivision, paragraph, sentence, clause or phrase of this Ordinance is for any reason held to be invalid or unconstitutional, such decision shall not affect the validity of the remaining portions of this Ordinance. The City Council hereby declares that it would have passed this Ordinance, and each section, subdivision, paragraph, sentence, clause and phrase thereof, irrespective of the fact that any one (or more) section, subdivision, paragraph, sentence, clause or phrase had been declared invalid or unconstitutional.

SECTION 9. Certification and Posting of Ordinance
The City Clerk shall certify to the passage and adoption of this Ordinance and shall cause a certified copy of this Ordinance to be posted within fifteen (15) days after this Ordinance is passed and adopted, in the Office of the City Clerk and two additional public places, together with the vote for and against the same.

APPROVED AND ADOPTED at a regular meeting of the City Council of the City of Diamond Bar on the 17th day of March, 2026.

CITY OF DIAMOND BAR

Steve Tye, Mayor

Page 106 of 618 ends

Ordinance No. 03 (2026)
7 ATTEST:

I, Kristina Santana, City Clerk of the City of Diamond Bar, do hereby certify that the foregoing Ordinance was duly introduced at a regular meeting of the City Council of the City of Diamond Bar held on the 3rd day of March, 2026, and was finally passed at a regular meeting of the City Council of the City of Diamond Bar held on the 17th day of March, 2026, by the following vote:

AYES: Councilmembers:

NOES: Councilmembers:

ABSENT: Councilmembers:

ABSTAIN: Councilmembers:
__________________________
Kristina Santana, City Clerk

Page 107 of 618 ends

8 Exhibit 1
Town Center Specific Plan
Bound separately due to document size.

The full document has been provided to the City Council.

Also available at www.downtown4db.com

Page 108 of 618 ends

9 Exhibit 2
Amended Zoning Map

Page 109 of 618 ends

Agenda Item #: 9.1
Meeting Date: March 3, 2026

CITY COUNCIL AGENDA REPORT
TO: Honorable Mayor and Members of the City Council
FROM: Daniel Fox, City Manager
SUBJECT: Town Center Specific Plan.

STRATEGIC GOAL: Safe, Sustainable and Healthy Community RECOMMENDATION:

A. Open the public hearing to receive public testimony; B. Close the public hearing;
C. Adopt Resolution No. 2026-05 certifying the Final Supplemental Environmental Impact Report, adopting Findings of Fact and a Statement of Overriding Considerations, and adopting the Mitigation Monitoring and Reporting Program;
D. Adopt Resolution No. 2026-06 amending the General Plan Land Use and Economic Development Element related to the Town Center Specific Plan; and
E. Introduce for first reading by title only, waive full reading of Ordinance No. 03 (2026) and waive further reading, and set for second reading and adoption at the March 17, 2026 City Council meeting:

ZONING DISTRICT, AND AMENDING THE OFFICIAL ZONING MAP OF THE CITY OF DIAMOND BAR TO

REZONE ALL PROPERTIES WITHIN THE TOWN CENTER MIXED USE GENERAL PLAN LAND USE DESIGNATION TO THE TOWN CENTER SPECIFIC PLAN (TCSP) DISTRICT.

FINANCIAL IMPACT:

BACKGROUND:

The proposed Diamond Bar Town Center Specific Plan (“TCSP” or “Project”) establishes a comprehensive regulatory framework to guide the long-term transformation of approximately 45 acres of existing suburbanstyle retail centers into a pedestrian-oriented, mixed-use Town Center.

Page 110 of 618 ends

Agenda Item #: 9.1
Meeting Date: March 3, 2026
At buildout, the TCSP allows:
• Up to 2,055 residential units
• Up to 200 hotel rooms
• Approximately 446,000 square feet of commercial space • Approximately 40,000 square feet of public open space Compared to development assumptions under the General Plan, as amended by the 2022 Housing Element Update, the Project increases residential capacity and public open space while reducing overall commercial square footage.

Environmental review has been completed through a Final Supplemental Environmental Impact Report (“Final SIR”), prepared as a supplement to the previously certified General Plan EIR and subsequent Housing Element Addendum. The Final SIR identifies significant and unavoidable impacts related to air quality and transportation, specifically vehicle miles traveled. Approval of the Project therefore requires certification of the Final SIR, adoption of Findings of Fact, adoption of a Statement of Overriding Considerations, and adoption of a Mitigation Monitoring and Reporting Program.

On February 10, 2026, the Planning Commission conducted a duly noticed public hearing and recommended approval of the Project by a 3–0 vote, with two Commissioners absent.

The City Council is the final decision-making body for the proposed legislative actions.

Legislative Authority
Adoption of a Specific Plan is a legislative act pursuant to Government Code Sections 65450 through 65457.

The City Council must determine that the Specific Plan is consistent with the General Plan and that the related amendments maintain internal consistency among the City’s planning documents.

Community Vision and Policy Foundation
• General Plan
The vision to create a Town Center in Diamond Bar originated with adoption of the General Plan 2040 in December 2019. Community outreach conducted during the General Plan update identified a desire for a walkable downtown environment with dining, retail, entertainment, and housing opportunities.

The General Plan designated the approximately 45-acre commercial district along Diamond Bar Boulevard between Golden Springs Drive and the SR-60 Freeway as the Town Center Mixed-Use Focus Area.

The following passage from the General Plan summarizes the community vision (“Vision 2040”) for the Town Center:

Throughout the General Plan update process, residents of Diamond Bar have expressed a desire for greater access to dining, entertainment, and retail establishments within the city. More specifically, community input indicated a desire for the concentration of these new establishments within a walkable area resembling a more traditional downtown. While Diamond Bar has numerous centers of activity, including the Diamond Bar Center, the City Hall and Library complex, high schools and various suburban-style commercial centers, the city lacks a clear community focal point – a role commonly played by a vibrant downtown.

The General Plan established seven Guiding Principles to further expand, reinforce and support the community vision. Guiding Principle 3 describes the Town Center’s role as follows: “Foster the development of a vibrant, pedestrian-oriented Town Center in Diamond Bar that serves as a place for Diamond Bar’s residents to shop,

Page 111 of 618 ends

Agenda Item #: 9.1
Meeting Date: March 3, 2026
dine and gather.”
To support the community vision and Guiding Principle 3, the General Plan Land Use and Economic Development Element sets forth the following Goals for the Town Center:

LU-G-22 -Promote and support the commercial area on both sides of Diamond Bar Boulevard from Golden Springs Drive to SR-60 as a vibrant, pedestrian-oriented Town Center that serves as Diamond Bar’s primary specialty retail and dining destination and is accessible to all Diamond Bar residents.

LU-G-23 - Ensure an inviting and comfortable public realm to encourage pedestrian activity in the Town Center area.

These Goals are further refined into a series of actionable Policies to implement the community vision for a future Town Center.
• ULI Technical Assistance Panel
In the fall of 2020, the City engaged the Urban Land Institute – Los Angeles (ULI-LA) to assemble a Technical Assistance Panel (TAP) to gain a better understanding of the market possibilities, implementation strategies, and design framework to consider as an initial step to implement the policies of the General Plan for the Town Center Focus Area.

The TAP convened between April 12 - 16, 2021, where panelists were able to visit, analyze and present some initial recommendations about the opportunities for the project area. The TAP presented its findings and recommendations at a Special Joint Planning Commission/City Council meeting on April 16, 2021 which was open to the public.

A crucial outcome of the process was that the TAP found the City’s vision for the Town Center, as expressed in the Key recommendations from the TAP included the following:
• An increase in the residential densities over that currently allowed by the General Plan 2040 is needed to encourage new housing options affordable at a mix of income levels, and help drive demand for new restaurants, retail, walkability, and open and gathering spaces in the Town Center. • An urban framework with urban-sized blocks, residential density with a priority on pedestrian movement in and around the focus area is envisioned to create a successful Town Center environment. • Deliberate design choices can take advantage of the natural topography of the site by creating pedestrian-only plazas and paseos lined with retail and restaurants to activate the space offering dramatic views of the San Gabriel mountains.
• Adoption of a Specific Plan would provide the certainty to incentivize investment and create flexibility to ensure financial feasibility for future development.

In the summer of 2021, ULI-LA published the Diamond Bar Town Center Technical Assistance Panel Report, which documented the TAP’s land use, design, programming and implementation recommendations for the Town Center, including the items above.

Community Outreach and Engagement
In July 2022, the City initiated the preparation of the Town Center Specific Plan to implement the vision, goals and policies set forth in the General Plan, as well as the recommended land use strategies published ULI-LA TAP Report. A fiscal impact analysis was prepared among the various technical reports and studies prepared following the kick-off of the TCSP, which recommended a residential buildout of 2,055 dwellings units in the Town Center.

Public engagement played a significant role in developing the vision, guiding principles and regulatory

Page 112 of 618 ends

Agenda Item #: 9.1
Meeting Date: March 3, 2026
framework for the TCSP. More than 600 individuals subscribed to the dedicated TCSP website (www.downtown4db.com). Between July 2022 and June 2023, the City hosted two well-attended community workshops, a week-long design charrette, interviews with most of the property owners within the TCSP Planning Area, and two joint City Council/Planning Commission study sessions.

Setting and Location
As stated, the Town Center Planning Area is located along the segment of Diamond Bar Boulevard between Golden Springs Drive and the 60 Freeway. The Planning Area encompasses approximately 45 acres, and is currently developed with automobile-oriented retail and commercial uses. Surrounding land uses include single-family residential neighborhoods, commercial development, and public facilities. The Planning Area is served by major arterial roadways and is identified in the General Plan as a key opportunity area for reinvestment and intensification.

Town Center Planning Area
ANALYSIS:

Project Description
The TCSP establishes land use regulations, development standards, and implementation policies intended to facilitate incremental redevelopment of the Planning Area over time.

The Plan regulates:
• Permitted uses
• Development intensity
• Building height and massing

Page 113 of 618 ends

Agenda Item #: 9.1
Meeting Date: March 3, 2026
• Site design and public realm standards
• Residential transitions
The Specific Plan is implemented through concurrent General Plan and zoning amendments to ensure consistency.

Land Use and Buildout Targets
The TCSP allows a mix of residential, commercial, hotel, entertainment, and public open space uses. At buildout, the Specific Plan envisions the following land use and buildout profile:
• Up to 2,055 residential units;
• Up to 200 hotel rooms;
• Approximately 446,000 square feet of commercial space; and • Approximately 40,000 square feet of public open space.

Land Use Plan
The illustrative site shown below represents a buildout scenario envisioned by the land use and development standards written into the TSCP regulatory document. The plan shows one potential layout for the various land uses permitted and encouraged in the Specific Plan, including ground-floor commercial with residential above, civic amenities, and public open spaces.

Page 114 of 618 ends

Agenda Item #: 9.1
Meeting Date: March 3, 2026
Inclusionary Point System
A central component of the Specific Plan is the Inclusionary Point System, a voluntary, formula-based alternative to State Density Bonus Law. The Plan establishes a base density of 30 dwelling units per acre.

Density above that base may be achieved either through State Density Bonus Law or through the Inclusionary Point System, but not both. Each Inclusionary Point increases allowable density by 10 percent, or 3 dwelling units per acre.

Points may be earned through:
• Provision of affordable housing
• Ground-floor commercial activation
• Parcel consolidation

Page 115 of 618 ends

Agenda Item #: 9.1
Meeting Date: March 3, 2026
• Hotel uses in designated subareas
This framework links increased development capacity to defined community benefits through objective standards.

Residential Transitions and Form-Based Standards
The Specific Plan incorporates form-based development standards that regulate height, massing, and site design based on context and location. Specific provisions address transitions between Town Center development and adjacent residential neighborhoods through graduated height limits, step-backs, and massing controls. These standards are objective and enforceable. Together, these form-based standards provide an objective and enforceable framework to ensure appropriate transitions at residential interfaces while allowing flexibility for redevelopment within the Town Center.

Existing Service Stations
Legally established service stations within the Planning Area are classified as conforming uses. The Plan allows continued operation and reinvestment, including ancillary uses subject to Conditional Use Permit approval. This approach maintains regulatory oversight while recognizing existing economic activity.

Complete Streets and Road Diet
The City continues to advance a Complete Streets initiative along Diamond Bar Boulevard as a separate capital planning effort focused on multimodal safety and accessibility. As part of the Complete Streets evaluation, a road diet configuration was analyzed as one potential design option. The transportation analysis determined that the road diet, as modeled, would not reduce traffic flow due to operational improvements such as dedicated turn lanes. However, public input did not support incorporating the road diet as a required element of the Specific Plan. Accordingly, the TCSP proceeds without mandating a road diet, while preserving flexibility for future roadway design decisions through the City’s Complete Streets planning process.

Consistency with Adopted Plans
The TCSP is consistent with the Diamond Bar General Plan 2040, as amended, which identifies the Planning Area as a focus area for reinvestment and mixed-use intensification. The Project is also consistent with the City’s certified 2021–2029 Housing Element. The Planning Area was identified as a key opportunity site capable of accommodating higher-density residential development to support the City’s Regional Housing Needs Allocation.

ENVIRONMENTAL REVIEW:

Certification of the Final Supplemental EIR
In accordance with CEQA, the City prepared a Supplemental Environmental Impact Report for the Project.

The Final SIR supplements the previously certified General Plan EIR and Housing Element Addendum. Prior to approving the Project, the City Council must certify that:

1. The Final SIR has been completed in compliance with CEQA;

2. The Final SIR was presented to and reviewed by the City Council; and

3. The Final SIR reflects the City’s independent judgment and analysis.

The Final SIR consists of the Draft SIR, all comments received, responses to comments, and revisions where appropriate. The City Council’s certification signifies compliance with CEQA’s informational requirements and consideration of the environmental analysis prior to taking action.

Page 116 of 618 ends

Agenda Item #: 9.1
Meeting Date: March 3, 2026
Findings of Fact
Pursuant to CEQA Guidelines Section 15091, the City Council must adopt Findings of Fact for each significant effect identified in the Final SIR. The Findings identify mitigation measures that reduce impacts where feasible and explain why certain impacts remain significant and unavoidable despite incorporation of all feasible mitigation. The Mitigation Monitoring and Reporting Program ensures implementation of all adopted mitigation measures.

Significant and Unavoidable Impacts
The Final SIR identifies significant and unavoidable impacts related to:
• Air Quality
• Transportation, specifically Vehicle Miles Traveled
All feasible mitigation measures have been incorporated into the Project.

Statement of Overriding Considerations
Because significant and unavoidable impacts remain, approval of the Project requires adoption of a Statement of Overriding Considerations pursuant to CEQA Guidelines Section 15093. In adopting the Statement of Overriding Considerations, the City Council determines that the Project’s economic, social, housing, fiscal, and planning benefits outweigh its unavoidable environmental impacts. These benefits include:
• Implementation of the City’s Housing Element and RHNA obligations • Long-term positive fiscal impacts to the General Fund • Concentration of growth within an infill focus area
• Realization of the community vision established in the General Plan • Establishment of a coordinated regulatory framework to guide reinvestment The Council’s determination represents a legislative policy judgment supported by substantial evidence in the administrative record.

NOTICE OF PUBLIC HEARING:

On February 20, 2026, notification of the City Council public hearing for the TCSP, including all related legislative actions, was published in the San Gabriel Valley Tribune. Public hearing notices were mailed to property owners within a 1000-foot radius of the TCSP Planning Area, inclusive of the Planning Area, and notices were posted at the City’s designated community posting sites.

LEGAL REVIEW:

The City Attorney has reviewed and approved the resolutions and ordinance as to form.

PREPARED BY:

Greg Gubman, Director, Community Development
ATTACHMENTS:

1. Resolution No. 2026-05 - Certifying the Final SIR, Adopting Findings of Fact and a Statement of Overriding Considerations, and Approving the MMRP

Page 117 of 618 ends

Agenda Item #: 9.1
Meeting Date: March 3, 2026

2. Resolution No. 2026-06 - Adopting Amendments to the General Plan in Connection with Adoption of the Town Center Specific Plan

3. Ordinance adopting the TCSP, Development Code Amendment and Zoning Map Amendment

4. February 10, 2026 Planning Commission Staff Report (without attachments)

5. Draft Minutes from the February 10, 2026 Planning Commission hearing

Page 118 of 618 ends

1 RESOLUTION NO. 2026-05

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND

BAR, CALIFORNIA, CERTIFYING THE FINAL SUPPLEMENTAL
ENVIRONMENTAL IMPACT REPORT (SCH NO. 2018051066), AND

ADOPTING FINDINGS OF FACT, A STATEMENT OF OVERRIDING

CONSIDERATIONS, AND A MITIGATION MONITORING AND
REPORTING PROGRAM FOR THE TOWN CENTER SPECIFIC PLAN.

WHEREAS, on December 17, 2019, the City Council adopted the Diamond Bar General Plan 2040 (“General Plan”) and the Climate Action Plan 2040 (“CAP”) to create a vision and blueprint for development through 2040. The Diamond Bar General Plan 2040 establishes the Town Center Mixed-Use, Neighborhood Mixed-Use, Transit Oriented Mixed-Use, and Community Core Overlay focus areas and corresponding land use designations, estimates that up to 3,750 new housing units could be built in the city by 2040, and anticipates that much of this growth will occur within these four focus areas.

WHEREAS, on August 11, 2022, the City Council adopted the City’s 2021-2029 General Plan Housing Element (“2021-2029 Housing Element” or “6th Cycle Housing Element”), which was subsequently found by the California Department of Housing and Community Development (HCD) to be in full compliance with State Housing Element Law (Article 10.6 of the Gov. Code) on October 5, 2022. The 2021-2029 Housing Element identifies sites to accommodate the City’s Regional Housing Needs Allocation (RHNA) of 2,516 residential units, including through rezoning of underutilized sites in the Town Center Mixed-Use, Neighborhood Mixed-Use, Transit Oriented Mixed-Use focus areas to allow residential development at a minimum density of 20 dwelling units per acre and a maximum density of at least 30 dwelling units per acre.

WHEREAS, in conjunction with the adoption of the General Plan and the CAP, the City, as lead agency, prepared an Environmental Impact Report, State Clearinghouse Number 2018051066, to analyze the potential environmental impacts of those plans (the “EIR”). The City Council certified the EIR on December 17, 2019, and the City filed a Notice of Determination on December 18, 2019. In conjunction with the adoption of the 2021-2029 Housing Element, the City, as lead agency, evaluated the potential environmental impacts of the Housing Element in an addendum to the EIR, and the City Council adopted the addendum on August 11, 2022.

WHEREAS, on January 27, 2025, the City Council adopted Resolution No. 2025- 04 approving an amendment to the Land Use Element of the General Plan to establish a minimum residential density of 20 dwelling units per acre and a maximum residential density of 30 dwelling units per acre on sites within the Town Center Mixed-Use and Neighborhood Mixed-Use Land Use Designations.

WHEREAS, on February 4, 2025, the City Council adopted Ordinance No. 01 (2025), establishing the housing element site (H) overlay district to provide development and land use regulations for the development of multifamily dwellings on specified sites

Page 119 of 618 ends

2 identified in the City of Diamond Bar 2021-2029 Housing Element to accommodate the City’s RHNA requirements. The Zoning Map was concurrently amended to apply the H overlay district designation to those parcels with a General Plan land use designation of Town Center Mixed-Use, Neighborhood Mixed-Use, and Transit-Oriented Mixed-Use.

The H overlay district establishes a maximum residential density of 30 dwelling units per acre. Because the H overlay district implements the densities established in the General Plan Land Use Element and required by the 2021-2029 Housing Element for the Town Center Mixed-Use, Neighborhood Mixed-Use, Transit Oriented Mixed-Use focus areas, the City Council determined that the rezoning of the specified sites would not result in any new significant impacts or a substantial increase in the severity of previously identified significant impacts; therefore, no further environmental analysis was required. (Public Resources Code § 21166; CEQA Guidelines §§ 15168, 15162.) WHEREAS, the Town Center Mixed Use land use designation (“Town Center” or “Planning Area”) consists of approximately 45 acres, bounded on the north by the Pomona Freeway (State Route [SR] 60), on the east by a neighborhood of single-family homes, on the south by Lorbeer Middle School and Mount Calvary Lutheran Church and School, and on the west by the Fall Creek private condominium community. The Planning Area is composed of 35 individual parcels with 23 unique property owners within a suburban-style commercial district. The Planning Area is centered around Diamond Bar Boulevard, a six-lane thoroughfare with painted bike lanes, that bisects the Town Center and extends over 1,800 feet. It is bounded on the south by Golden Springs Drive for approximately 1,600 feet and on the north by the SR-60 Freeway. Access to the Town Center is provided by both SR-60 and SR-57. Travelling on SR-60, access to the Town Center can be attained by Diamond Bar Boulevard (Exit 26).

WHEREAS, the Land Use and Economic Development Element of the General Plan established the Town Center Mixed-Use land use designation to transform a suburban style, auto-oriented neighborhood commercial area into a “vibrant, pedestrianoriented Town Center in Diamond Bar” to “encourage a mix of uses with an emphasis on community-serving and destination retail, dining, and entertainment uses, in addition to offices, professional services, and residential uses.

WHEREAS, in July 2022, the City initiated preparation of the Town Center Specific Plan (“TCSP”) to implement the vision, goals and policies set forth in the General Plan, as well as the recommended land use strategies published in the Urban Land InstituteLos Angeles (“ULI-LA”) Technical Assistance Panel (“TAP”) Report, published in April 2021. One of the TAP Report’s key recommendations was to accommodate a residential buildout of more than 2,000 dwellings units in the Town Center, or approximately 700 more dwelling units than what a base density of 30 dwelling units per acre would yield under the current General Plan and zoning designations.

WHEREAS, the TCSP will establish a regulatory framework to guide the transformation of the Town Center from the existing suburban-style retail shopping centers into a pedestrian-oriented downtown, providing housing opportunities, retail, restaurants, and entertainment uses within the City of Diamond Bar. Implementation of the TCSP is anticipated to result in the development of up to 2,055 housing units (an increase of 705 units); 200 hotel rooms (an increase of 103 rooms); 40,000 square feet

Page 120 of 618 ends

3 of public open space (an increase of 40,000 square feet); and 446,000 square feet of commercial space (a net decrease of 64,000 square feet), including retail, dining, and entertainment uses, as compared to development anticipated for the area under the General Plan, as amended by the 2021-2029 Housing Element. This proposed increase in density is consistent with the major conclusions TAP report, which found that higher residential densities are appropriate for achieving a viable, mixed-use Town Center.

Supporting infrastructure and development standards will be implemented through the TCSP and associated entitlements.

WHEREAS, approval and implementation of the TCSP requires City Council adoption of concurrent legislative actions, including a General Plan amendment and an ordinance to amend the Official Zoning Map and Title 22 of the Diamond Bar City Code (“Development Code”) to establish the TCSP as the regulatory document governing the Town Center. These actions would revise the General Plan criteria and the zoning designation applicable to the Planning Area as necessary to ensure consistency with, and implementation of, the TCSP’s framework, including maximum residential density and permitted uses. The General Plan Amendment, TCSP, and amendments to the Official Zoning Map and the Development Code collectively constitute the “Project.” WHEREAS, the City of Diamond Bar (“City”) is the Lead Agency for the Project, as defined by Section 21067 of the California Environmental Quality Act (“CEQA”) Statutes (Public Resources Code Section 21000 et seq.).

WHEREAS, the City determined that the appropriate environmental document for the Project would be a Supplemental Environmental Impact Report (“SIR”) to the certified General Plan and CAP Program EIR (“Certified EIR”), as addended on August 11, 2022 with adoption of the 2021-2029 Housing Element Update.

WHEREAS, the SIR supplements the previously certified 2019 General Plan and CAP Program EIR, as addended, which remains operative except as modified by the SIR.

WHEREAS, on June 5, 2023, the City disseminated a Notice of Preparation (“NOP”) to solicit comments on the scope and content of the SIR. The NOP was sent to the California Office of Land Use and Climate Innovation State Clearinghouse (“SCH”), the Los Angeles County Clerk of the Board, and to responsible and trustee agencies; noticed in the San Gabriel Valley Tribune; mailed to interested stakeholders, property owners and business owners within a 1,000-foot radius of the Planning Area, inclusive of the Planning Area; and emailed to individuals who subscribed to receive TCSP notifications. The NOP was circulated for a 30-day review period that commenced on June 5, 2023, and ended on July 5, 2023.

WHEREAS, On June 8, 2023, as part of the scoping process, a Scoping meeting was held at Diamond Bar City Hall, 21810 Copley Drive, Diamond Bar, California, during which 30 verbal comments were received and incorporated where appropriate into the Draft SIR.

WHEREAS, five public agencies and two individuals submitted written comments on the NOP. These comments were considered and incorporated where appropriate into the Draft SIR.

Page 121 of 618 ends

4 WHEREAS, a Draft SIR was prepared, incorporating all of the mandated contents set forth pursuant to CEQA Guidelines Section 15120 et seq.

WHEREAS, on August 25, 2025, upon completion of the Draft SIR, a Notice of Completion (“NOC”) was filed with SCH, and a Notice of Availability (“NOA”) was filed with the County of Los Angeles Clerk of the Board, as required by Public Resources Code Section 21092. Pursuant to CEQA Guidelines Section 15087, the City also sent the NOA to anyone requesting it. The NOA was also published in the San Gabriel Valley Tribune on August 25 and September 8, 2025, and copies were mailed to 910 interested parties, property owners and business owners within a 1,000-foot radius of the Planning Area, inclusive of the Planning Area. The Draft SIR was concurrently made available for public review on the City’s dedicated TCSP website (www.downtown4db.com), and hardcopies were made available for public review at City Hall (21810 Copley Drive, Diamond Bar, CA 91765) and at the Diamond Bar Public Library (21800 Copley Drive, Diamond Bar, CA 91765).

WHEREAS, the State-mandated public review period for the Draft SIR is 45 days.

The public review period ran for a total of 46 days, from August 25, 2025 to October 10, 2025.

WHEREAS, a total of 28 comment letters and emails were on the Draft SIR during the public review period from public agencies, public interest organizations and individuals.

WHEREAS, after receiving public comments on the Draft SIR, the City prepared a Final SIR for the TCSP. The Final SIR includes the written comments received on the Draft SIR and the City’s responses thereto. The Final SIR identifies minor revisions to the Draft SIR and TCSP made in response to comments received on the Draft SIR, as well as minor corrections to the documents that have been identified by City staff.

WHEREAS, a Mitigation Monitoring and Reporting Program (“MMRP”) was prepared in conformance with Public Resources Code Section 21081.6(a)(1) and is attached hereto as Exhibit 1 and hereby incorporated by reference.

WHEREAS, findings of Fact and a Statement of Overriding Considerations (“FOF/SOC”) were prepared in conformance with CEQA Guidelines Sections 15091 and 15093 and are attached hereto as Exhibit 2 and hereby incorporated by reference.

WHEREAS, on February 5, 2026, the Final SIR, MMRP and FOF/SOC were uploaded to the TCSP website, and hardcopies were made available for public review at City Hall and at the Diamond Bar Public Library.

WHEREAS, on February 10, 2026, the Planning Commission of the City of Diamond Bar conducted a duly noticed public hearing regarding the Project, solicited testimony from all interested individuals regarding the Project, the SIR, the MMRP, and the FOF/SOC, and concluded said hearing on that date.

WHEREAS, all legal prerequisites to the adoption of this resolution have occurred.

Page 122 of 618 ends

5 WHEREAS, the documents and materials constituting the administrative record of the proceedings upon which the City’s decision is based are located at the City of Diamond Bar, Community Development Department, Planning Division, 21810 Copley Drive, Diamond Bar, CA 91765.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of Diamond Bar, as follows:

Section 1. That all of the facts set forth in the Recitals, Part A, of this Resolution are true and correct.

Section 2. The City Council hereby adopts the findings of fact attached hereto as Exhibit 2.

Section 3. The City Council hereby adopts the mitigation monitoring and reporting program attached hereto as Exhibit 1.

Section 4. That with the implementation of the identified mitigation measures, all potentially significant impacts will be reduced to a level of less than significant with the exception of the following:
a. Air Quality (Operational Emissions) – Construction-related emissions would be below South Coast Air Quality Management District (“SCAQMD”) significance thresholds with implementation of mitigation measures. However, operation of the TCSP would result in a cumulatively considerable net increase in criteria pollutants for which the region is in nonattainment. As shown in Tables 3.2-7 and 3.2-8 of the SIR, operational emissions of reactive organic gases (ROG), nitrogen oxides (NOx), carbon monoxide (CO), particulate matter (PM2.5), and particulate matter (PM10) would exceed applicable SCAQMD significance thresholds. Accordingly, operational air quality impacts would remain significant and unavoidable. [Impact

3.2.2]
b. Air Quality (Sensitive Receptors) – Construction-related impacts to sensitive receptors would be below SCAQMD significance thresholds with mitigation.

However, operation of the TCSP would expose sensitive receptors to pollutant concentrations associated with operational emissions of ROG, NOx, CO, PM2.5, and PM10 at levels exceeding SCAQMD thresholds. Accordingly, operational impacts to sensitive receptors would remain significant and unavoidable. [Impact

3.2.3]
c. Transportation – Implementation of the Proposed Project would conflict or be inconsistent with CEQA Guidelines Section 15064.3, Subdivision (b). [Impact

3.8.1]
Section 5. That the Statement of Overriding Considerations has identified the specific economic, legal, social, technological, or other benefits that override each of the significant and unavoidable impacts associated with the implementation of the TCSP.

The City Council hereby adopts the statement of overriding considerations set forth in Exhibit 2 attached hereto.

Page 123 of 618 ends

6 Section 6. The City Council hereby certifies the SIR, consisting of the Draft SIR, all related technical appendices, and the Final SIR, as complete and adequate. The City Council finds that:
a. The SIR has been prepared and completed in compliance with CEQA (Public Resources Code §21000 et seq.) and the State CEQA Guidelines; b. The City Council has reviewed and considered the information contained in the SIR prior to approving the Project; and
c. The SIR reflects the City’s independent judgment and analysis.

Section 7. The City Clerk shall attest and certify to the passage and adoption of this Resolution and enter it into the book of original resolutions, and it shall become effective immediately upon its approval.

PASSED, APPROVED AND ADOPTED this 3rd day of March, 2026.

CITY OF DIAMOND BAR
Steve Tye, Mayor
ATTEST
I, Kristina Santana, City Clerk of the City of Diamond Bar, do hereby certify that the foregoing Resolution was duly and regularly passed, approved and adopted by the City Council of the City of Diamond Bar, California, at its regular meeting held on the 3rd day of March, 2026, by the following vote:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:
______________________
Kristina Santana, City Clerk
Attachment: Exhibit 1 – Mitigation Monitoring and Reporting Program Exhibit 2 – Findings of Fact and Statement of Overriding Considerations

Page 124 of 618 ends

DIAMOND BAR TOWN CENTER SPECIFIC PLAN

MITIGATION MONITORING AND REPORTING PROGRAM
SCH NO. 2018051066
PREPARED FOR:

CITY OF DIAMOND BAR
21810 COPLEY DRIVE
DIAMOND BAR, CA 91765
PREPARED BY:

SAPPHOS ENVIRONMENTAL, INC.
430 NORTH HALSTEAD STREET
PASADENA, CALIFORNIA 91107
JANUARY 22, 2026

Page 125 of 618 ends

Diamond Bar Town Center Specific Plan Mitigation Monitoring and Reporting Program January 22, 2026 Page 2

1. INTRODUCTION
This Mitigation Monitoring and Reporting Program (MMRP) has been prepared pursuant to Public Resources Code Section 21081.6, which requires a Lead Agency to adopt a “reporting or monitoring program for changes to the project or conditions of project approval, adopted in order to mitigate or avoid significant effects on the environment.” In addition, Section 15097(a) of the California Environmental Quality Act (CEQA) Guidelines requires that a public agency adopt a program for monitoring or reporting mitigation measures and project revisions, which it has required to mitigate or avoid significant environmental effects. This MMRP has been prepared in compliance with the requirements of CEQA, Public Resources Code Section 21081.6, and Section 15097 of the State CEQA Guidelines.

As stated in State CEQA Guidelines Section 15097(c), “monitoring” refers to the ongoing or periodic process of the project oversight provided by the “Monitoring Agency.” “Reporting” refers to written compliance review that will be presented to the decision-making body or authorized staff person. A report can be required at various stages throughout the project implementation or upon completion of the mitigation measure.

The City of Diamond Bar is the Lead Agency for the Diamond Bar Town Center Specific Plan Alternative 3 (hereafter, Alternative 3) and, therefore, is responsible for administering and implementing the MMRP.

Page 126 of 618 ends

Diamond Bar Town Center Specific Plan Mitigation Monitoring and Reporting Program January 22, 2026 Page 3

2. PROJECT DESCRIPTION
Planning Horizon
The planning horizon is the period of time for which Alternative 3 looks ahead in order to comprehensively plan for the City’s next major phase of growth, change, and development.

Alternative 3 establishes a horizon year of 2040, consistent with the City of Diamond Bar General Plan 2040 (General Plan 2040).1
Alternative 3: High Density, No Road Diet
Alternative 3 would involve the phased redevelopment of approximately 45 acres of existing suburban-style retail shopping centers. Currently, the Planning Area has 510,000 square feet of existing commercial space comprised of retail, dining, and medical office, as well as 97 hotel rooms. Alternative 3 includes objective design standards that would apply a unified design vision to all future development to create a “sense of place.” Development Buildout
Alternative 3 would result in up to 2,055 housing units (increase of 705 units); 200 hotel rooms (increase of 103 rooms); 40,000 square feet of public open space (increase of 40,000 square feet); and 446,000 square feet of commercial space (decrease of 64,000 square feet), including retail, dining, and entertainment uses (Table 2-1, Alternative 3 Maximum Buildout). The proposed increase in density is consistent with the major conclusions of the Urban Land Institute – Los Angeles (ULI-LA) Technical Assistance Panel (TAP) report, which states that “The TAP’s vision for the Diamond Bar Town Center includes higher residential densities than currently allowed in the Vision 2040 General Plan.”2 Alternative 3 would also include supporting infrastructure through the adoption of Alternative 3 and associated entitlements.

To ensure a conservative approach, the analysis assumes maximum buildout of new housing units, new commercial development, and related uses (Table 2-1). Actual buildout is dependent on market conditions, birth rates, death rates, immigration rates, availability of resources, and entitlement processes from federal, state, and local regulations. Actual buildout of Alternative 3 would involve the development of new driveways and privately owned accessways between development within the Planning Area in addition to the development associated with housing, hotels, and commercial space. New development would be required to conform to the Objective Design Standards and Guidelines of the Specific Plan. Based on the density of development, the Diamond Bar Town Center Specific Plan Supplemental Environmental Impact Report (SIR) assumes that maximum buildout of Alternative 3 would involve construction of three- to six-storyhigh buildings within the Planning Area.3

1 City of Diamond Bar. 2019. Diamond Bar General Plan 2040. https://www.diamondbarca.gov/961/General-Plan2040 2 Urban Land Institute. April 2021. Diamond Bar Town Center Technical Assistance Panel Report. https://www.diamondbarca.gov/DocumentCenter/View/8250/Diamond-Bar-Town-Center-Report-April2021?bidId= (accessed October 29, 2024).
3 City of Diamond Bar. 2026. Diamond Bar Town Center Specific Plan: Final Supplemental Environmental Impact Report. State Clearinghouse No. 2018051066. Prepared by Sapphos Environmental, Inc.

Page 127 of 618 ends

Diamond Bar Town Center Specific Plan Mitigation Monitoring and Reporting Program January 22, 2026 Page 4
TABLE 2-1
Alternative 3 Maximum Buildout
General Plan 2040 Existing
Conditions (2023) High Density, No Road Diet
Housing units 0 2,055
Hotel 97 rooms 200 rooms
Retail/commercial 510,000 SF 446,000 SF
Open space 0 SF 40,000 SF
Road diet No No
Number of Diamond Bar Blvd traffic lanes 6 lanes (within Planning Area) & landscaped median
6 lanes
Travel lane width 11–14.5 feet 11–14.5 feet
Turn pocket width 8.5–15 feet 8.5–15 feet
Bicycle lanes on Diamond Bar Blvd Yes (Class II/on street) Yes (Class II/on street) Street parking on Diamond Bar Blvd Not allowed Not allowed Sidewalk width on Diamond Bar Blvd 8–15 feet 8–15 feet
Bicycle lanes on Golden Springs Dr Yes (Class II) Yes (Class II) Bicycle lanes on Grand Avenue No No
Bicycle lanes on Prospectors Road No No
Bicycle lanes on Sunset Crossing Road No No
Source: Transportation Study (Appendix F to Supplemental Environmental Impact Report).

City of Diamond Bar. December 2019. Diamond Bar General Plan 2040. https://www.diamondbarca.gov/961/General-Plan2040 Note: Class II Bicycle Lanes: on-street bicycle lanes that are not protected from vehicular traffic, demarcated by paint and signage.

The width of a typical sidewalk for a major arterial street through a commercial zone is 12–15 feet or more.

The General Plan 2040 proposes Class IV and Class III bicycle facilities within the Planning Area.

As indicated in Section 6.5 of the Specific Plan, structures would be up to 45 to 75 feet high depending on building type (see Table 2-2, Alternative 3 Maximum Building Heights by Building Type). Additionally, for height averaging, up to 30 percent of the building footprint area may be one story (10 feet) taller than the maximum height allowed in a given zone, provided an equal amount of building footprint area is one story (10 feet) shorter than the maximum allowed height.

Page 128 of 618 ends

Diamond Bar Town Center Specific Plan Mitigation Monitoring and Reporting Program January 22, 2026 Page 5
TABLE 2-2
Alternative 3 Maximum Building Heights by Building Type Maximum Height Building Types
45 feet Town House
50 feet Flex/Loft Building
55 feet Exposed Garage Building
65 feet Courtyard Building
Urban Supermarket
Urban Anchor Building
75 feet Liner Building with Garage
Urban Block Building
Alternative 3 Development Standards
Alternative 3 contains numerous development standards that would avoid and/or reduce environmental impacts. These design standards are described in detail in the Specific Plan in Appendix G (Town Center Specific Plan) to the Draft SIR, with a selection presented in Table 2- 3, Alternative 3 Design Standards.

TABLE 2-3
Alternative 3 Design Standards
Specific Plan Section Relevance

3. Public Realm Design features in public space that encourage pedestrian activity, and reduce reliance on cars.

4. Infrastructure Upgrades to infrastructure, potentially resulting in a reduction in water and energy use.

5. Land Use, Density and
Intensity Standards
Allowable residential uses and densities to support a variety of housing opportunities.

6. Objective Design Standards Support the development of a “sense of place” throughout the Planning Area by setting forth building types, massing, landscaping, grading, lighting, parking, pedestrian and bicycle access, utilities, signage, architectural standards et al.

The design components or characteristics of future development under the Specific Plan would comply with these development standards. For example, future development would require trash receptacles to be covered and properly maintained in order to prevent potentially adverse odors.

In addition to design standards, the Specific Plan identifies constraints, opportunities, and other guidance to support the City’s goal of transforming the Planning Area into the vision described therein.

Construction Scenario
The Specific Plan is a planning-level document and, as such, there are no known projects, construction dates, or construction plans at this time. However, the type and size of total anticipated growth were estimated for the purposes of this environmental analysis, including a reasonable worst-case annual construction scenario.

Page 129 of 618 ends

Diamond Bar Town Center Specific Plan Mitigation Monitoring and Reporting Program January 22, 2026 Page 6
Although future development that would occur under Alternative 3 would be subject to market conditions and various factors, the analyses throughout the Supplemental Environmental Impact Report (SIR) assume the maximum buildout that could occur with Alternative 3 implementation.

Individual development projects that could occur under Alternative 3 would be subject to the applicable provisions of CEQA and would require additional survey, design, and engineering work to support design development and ultimately project construction, operation, and maintenance.

The existing land uses within the Town Center Focus Area that would not be redeveloped would remain open during the construction of individual projects, with portions of the subject property closed off as necessary for construction activity. The anticipated development described in the Specific Plan would be constructed within the Planning Area boundaries.

The exact locations of future projects and construction that would occur under Alternative 3 are not known at this time, although it is assumed that some of the activities would take place in close proximity to sensitive receptors, such as homes and schools. The severity of impacts due to construction (such as air quality or noise) would ultimately depend on project-specific information, such as the proximity of construction activities to sensitive receptors, the presence of intervening barriers, the number and types of equipment used, and the duration of the activity. While these details are not available at this time, it is assumed that future projects would comply with all applicable federal, state, regional, and local regulations and standards.

Construction Schedule
While phasing of individual projects cannot be determined, construction impacts were analyzed based on the assumption that construction could begin as early as summer 2025, and continue through 2041, consistent with the planning horizon and assumptions of the General Plan 2040.

Construction is forecast based on the expectation that a maximum of 12.5 percent of the total new development under Alternative 3 could be developed in any year (i.e., an even annual rate of development over 15-16 years would result in 6.25 percent of Alternative 3 being built per year; therefore, conservatively, this analysis assumes a maximum of twice that much development per year or 12.5 percent of Alternative 3’s maximum buildout).

Construction Activities
Construction would require the use of heavy equipment during the demolition, grading, excavation, and other construction activities with the Planning Area. During each stage of development for any given construction project, a different mix of equipment would be used. As such, construction activity would fluctuate depending on the particular type, number, and duration of use of the various pieces of equipment.

Construction activities would include demolition, site preparation, excavation, grading, building construction, and paving. The analysis assumes that earthmoving cut and fill of soil would be minimized onsite to minimize soil import or export by haul trucks. Heavy-duty equipment, vendor supply trucks, and concrete trucks would be used during construction of foundations and buildings. Landscaping and architectural coating would occur during the finishing activities.

Page 130 of 618 ends

Diamond Bar Town Center Specific Plan Mitigation Monitoring and Reporting Program January 22, 2026 Page 7
Construction Equipment
The following types of construction equipment could potentially be used in the construction of individual projects under Alternative 3:
 Dump trucks
 Graders or dozers for earthwork
 Concrete/industrial saws
 Crew vehicles
 Rubber tired dozers
 Tractors/loaders/backhoe
 Delivery Trucks
 Scrapers
 Excavators
 Cranes
 Forklifts
 Generator sets
 Welders
 Pavers
 Paving equipment
 Rollers
 Air compressors
 Pile drivers
This list of typical construction equipment was used to evaluate Alternative 3’s potential construction impacts.

Construction Requirements
Site preparation and construction for individual projects would be undertaken in accordance with all federal, state, and local applicable building codes. Development within the City, including the Planning Area, is required to comply with Chapter 22.28, Noise Control, of the Diamond Bar City Code. Daily construction activities would be undertaken Monday through Saturday, between 7:00 a.m. and 7:00 p.m. No work shall be conducted on Sundays or any recognized federal, state, or local holidays.4
The construction contractor shall ensure that all construction and grading equipment is properly maintained. All stockpiles shall be covered at all times when not in use. Best management practices (BMPs) shall be utilized through the duration of the construction per the Storm Water Pollution Prevention Plan (SWPPP).

In accordance with Section 7050.5 of the California Health and Safety Code, if human remains are encountered during excavation activities, the County Coroner shall be notified within 24 hours of the discovery. No further excavation or disturbance of the site or any nearby areas reasonably suspected to overlie adjacent remains within 100 feet shall occur until the County Coroner has determined the appropriate treatment and disposition of the human remains. 4 City of Diamond Bar. N.d. Chapter 22.28 – Noise Control. Diamond Bar City Code. https://library.municode.com/ca/diamond_bar/codes/code_of_ordinances?nodeId=CICO_TIT22DECO_ARTIIISIPLGE DEST_CH22.28NOCO

Page 131 of 618 ends

Diamond Bar Town Center Specific Plan Mitigation Monitoring and Reporting Program January 22, 2026 Page 8
3 MMRP
The SIR was prepared to address the potential environmental impacts of Alternative 3. The evaluation of the Alternative 3’s impacts in the SIR takes into consideration the mitigation measures (MMs) that were incorporated into the SIR to avoid or reduce potentially significant environmental impacts. This MMRP is designed to monitor implementation of the MMs identified for Alternative 3 (Table 3-1, Mitigation Monitoring and Reporting Program).

Page 132 of 618 ends

Diamond Bar Town Center Specific Plan Mitigation Monitoring and Reporting Program January 22, 2026 Page 9
TABLE 3-1
Mitigation Monitoring and Reporting Program
Mitigation Measure (MM) Monitoring Phase Enforcement Agency Monitoring Agency Verification
Initials Date Remarks

3.1 Air Quality
Certified General Plan EIR Mitigation Measure
MM-AQ-1: Construction Features. Future development projects implemented under the General Plan will be required to demonstrate consistency with SCAQMD construction emission thresholds. Where emissions from individual projects exceed SCAQMD thresholds, the following measures shall be incorporated as necessary to minimize impacts. These measures do not exclude the use of other, equally effective mitigation measures.5  Require all off-road diesel equipment greater than 50 horsepower (hp) used for this Project to meet USEPA Tier 4 final off-road emission standards or equivalent. Such equipment shall be outfitted with Best Available Control Technology (BACT) devices including a California Air Resources Board certified Level 3 Diesel Particulate Filter or equivalent.
 Require a minimum of 50 percent of construction debris to be diverted for recycling.  Require building materials contain a minimum 10 percent recycled content.  Require materials such as paints, primers, sealants, coatings, and glues to have a low volatile organic compound concentration compared to conventional products. If low VOC materials are not available, architectural coating phasing should be extended sufficiently to reduce the daily emissions of VOCs.

Prior to issuance of
construction permit.

City of Diamond Bar City of Diamond Bar
Community Development
Department
Certified General Plan EIR Mitigation Measure
MM-AQ-2: Future Development. Future development would be required to demonstrate consistency with SCAQMD’s operational thresholds. For projects where operational emissions exceed regulatory thresholds, the following measures may be used to reduce impacts. Note the following measures are not all inclusive and developers have the option to add or substitute measures that are equally or more appropriate for the scope of their project
 Develop a project specific Transportation Demand Management (TDM) program for residents and/or employees that provides opportunities for carpool/vanpools.  Provide onsite solar/renewable energy in excess of regulatory requirements.  Require that owners/tenants of non-residential or multi-family residential developments use architectural coatings that are 10 grams per liter or less when repainting/repairing properties.  Require dripless irrigation sensor units that prevent watering during rainstorms.

Prior to discretionary
project approval.

City of Diamond Bar Construction contractor
City of Diamond Bar
Community Development
Department
5 City of Diamond Bar. 2019. Diamond Bar Comprehensive General Plan Update and Climate Action Plan Draft Environmental Impact Report. https://ceqanet.opr.ca.gov/2018051066/2

Page 133 of 618 ends

Diamond Bar Town Center Specific Plan Mitigation Monitoring and Reporting Program January 22, 2026 Page 10
TABLE 3-1
Mitigation Monitoring and Reporting Program
Mitigation Measure (MM) Monitoring Phase Enforcement Agency Monitoring Agency Verification
Initials Date Remarks
Alternative 3 Additional Mitigation Measure
MM-AQ-3: The SCAG Mitigation Monitoring and Reporting Program (MMRP) for the final Connect SoCal PEIR provides guidance for lead agencies in the consideration of project-level mitigation measures to reduce substantial adverse effects related to a violation of air quality standards, in accordance with sections 15091(a)(2) and 15126.4(a)(1)(B) of the State CEQA Guidelines. The City shall consider implementation of the following measures to reduce impacts, including (but not limited to):6
 Suspend grading and earthmoving when wind gusts exceed 25 miles per hour unless the soil is wet enough to prevent dust plumes;
 Cover trucks when hauling dirt;
 Require projects to use Tier 4 Final equipment or better for all engines above 50 horsepower (hp). In the event that construction equipment cannot meet Tier 4 Final engine certification, the project representative or contractor must demonstrate through future study with written findings supported by substantial evidence that is approved by SCAG before using other technologies/strategies.

Measures identified
prior to issuance of
construction permit.

Measures monitored
from the initiation of
grading through
construction completion
City of Diamond Bar City of Diamond Bar
Community Development
Department
Alternative 3 Additional Mitigation Measure
MM-AQ-4: Per the CAPCOA Handbook,7 the City shall implement the following measure to reduce construction emissions further for the refined project:
 C-3: Use Local Construction Contractors
Prior to the release of
grading and
construction permits
City of Diamond Bar City of Diamond Bar
Community Development
Department
Alternative 3 Additional Mitigation Measure
MM-AQ-5: Per the CAPCOA Handbook,8 the City shall implement the following measures to reduce operation emissions further for the refined project, including (but not limited to):
 E-2: Require Energy Efficient Appliances
 E-12-A: Install Alternative Type of Water Heater in Place of Gas Storage Tank Heater in Residences  E-12-B: Install Electric Space Heater in Place of Natural Gas Heaters in Residences  E-13: Install Electric Ranges in Place of Gas Ranges
 E-15: Require All-Electric Development
 T-23: Community-Based Travel Planning
 AS-1: Use Low-VOC Cleaning Supplies
 AS-2: Use Low-VOC Paints
 LL-1: Replace Gas Powered Landscape Equipment with Zero-Emission Landscape Equipment Prior to City Approval of
Plans and
Specifications
City of Diamond Bar City of Diamond Bar
Community Development
Department
6 Southern California Association of Governments. May 2020. MMRP for the Connect SoCal Final PEIR. https://scag.ca.gov/sites/main/files/file-attachments/exhibita_connectsocal_peir.pdf#:~:text=It%20is%20the%20intent%20of%20this%20program%20to%3A,and%20%287%29%20utilize%20existing%20review%20processes%20wherever%20feasible. 7 California Air Pollution Control Officers Association. December 2021. Handbook for Analyzing Greenhouse Gas Emission Reductions, Assessing Climate Vulnerabilities, and Advancing Health and Equity. https://caleemod.com/documents/handbook/full_handbook.pdf 8 California Air Pollution Control Officers Association. December 2021. Handbook for Analyzing Greenhouse Gas Emission Reductions, Assessing Climate Vulnerabilities, and Advancing Health and Equity. https://caleemod.com/documents/handbook/full_handbook.pdf

Page 134 of 618 ends

Diamond Bar Town Center Specific Plan Mitigation Monitoring and Reporting Program January 22, 2026 Page 11
TABLE 3-1
Mitigation Monitoring and Reporting Program
Mitigation Measure (MM) Monitoring Phase Enforcement Agency Monitoring Agency Verification
Initials Date Remarks
Alternative 3 Additional Mitigation Measure
MM-AQ-6: The CAPCOA Handbook9 also offers qualitative or supporting measures. The refined project’s Mobile and Area emissions are the two most prominent sources of operational Air Quality emissions based on the best available data. The City shall consider implementation of the following supporting measures to reduce transportation emissions further for the refined project, including (but not limited to):
 T-30: Using cleaner-fueled vehicles.
 T-18: Provide Pedestrian Network Improvement.
 T-13: Implement Employee Parking Cash-Out.
 T-21-A: Implement Conventional Carshare Program.

Prior to City approval of
Project Plans and
Specifications
City of Diamond Bar City of Diamond Bar
Community Development
Department
Alternative 3 Additional Mitigation Measure
MM-AQ-7: The City shall consider implementation of the following CAPCOA Handbook supporting measure to reduce Area emissions:
 LL-2: Implement a yard equipment exchange program, which would require the refined project to participate in an established yard equipment exchange program, supplement an established program, or implement a new program.

Prior to issuance
of Certificate of
Occupancy
City of Diamond Bar City of Diamond Bar
Community Development
Department
Alternative 3 Additional Mitigation Measure
MM-TRANS-1: TDM Program. The refined project shall incorporate design features and transportation demand management (TDM) measures known to reduce baseline and cumulative project-generated VMT as much as feasible. These features and measures, originally described in the Transportation Study for the Diamond Bar Town Center Specific Plan project, comprise the project’s TDM Program. The TDM Program conforms to VMT mitigation guidelines found in City of Diamond Bar Transportation Study Guidelines for Vehicle Miles Traveled and Level of Service Assessment (September 2020).

Some components of the TDM Program consist of physical features of the refined project’s design which shall be implemented over the duration of buildout of the refined project. Others which have an operational component will be implemented as early as feasible based on the land use mix and infrastructure as the project is built over time.

The City shall designate a TDM Coordinator to oversee implementation and ensure continued operation of the VMT reduction strategies. The TDM Coordinator shall also produce annual monitoring reports describing the TDM strategies implemented under the TDM Program and the effectiveness of the program. The reports shall be submitted to the City for review to ensure that the mitigation obligations described in the TDM Program Plan are fulfilled. The TDM Coordinator position — which may be part-time or full-time as deemed necessary — shall eventually be funded through fees paid by the developers for common area maintenance and management.

Each feature and measure is described in detail below, along with its implementation schedule, measure of effectiveness, and monitoring and reporting requirement:

Prior to issuance
of Certificate of
Occupancy.

Monitoring shall be
conducted via annual
reports submitted to the
city by the
Transportation Demand
Management (TDM)
Coordinator.

The City of Diamond Bar,
who shall review annual
reports to ensure
appropriate responses to
approved measures are
practiced.

The City of Diamond Bar’s
Transportation Demand
Management (TDM)
Coordinator. Funding for this
role to be fulfilled through
fees paid by the developers
for common area
maintenance and
management.
9 California Air Pollution Control Officers Association. December 2021. Handbook for Analyzing Greenhouse Gas Emission Reductions, Assessing Climate Vulnerabilities, and Advancing Health and Equity. https://caleemod.com/documents/handbook/full_handbook.pdf

Page 135 of 618 ends

Diamond Bar Town Center Specific Plan Mitigation Monitoring and Reporting Program January 22, 2026 Page 12
TABLE 3-1
Mitigation Monitoring and Reporting Program
Mitigation Measure (MM) Monitoring Phase Enforcement Agency Monitoring Agency Verification
Initials Date Remarks
 Increased Bicycle Access: Through the Road Diet and the City’s Complete Streets project (being undertaken separately from the refined project), the refined project shall incorporate Class IV protected bicycle lanes on Diamond Bar Boulevard between Gentle Springs Lane / Palomino Drive and Golden Springs Drive to upgrade the existing Class II bicycle lanes. This improvement from unprotected to protected bicycle lanes reduces stress for bicyclists and, therefore, encourages bicycles as a mode choice.

These bicycle lanes would be implemented as part of the Road Diet, which would dictate its timing. Aside from ensuring it is included in the Road Diet, there is no further monitoring or reporting requirement for this measure.
 Bike Facilities: The TDM Program shall include secure bicycle parking for residents and employees per City requirements. Each application for development under the Diamond Bar Town Center Specific Plan will be required to demonstrate that it provides bicycle parking in accordance with City requirements. The annual monitoring report would summarize how many bicycle parking spaces have been installed within the Planning Area.
 First-Mile / Last-Mile Space: The TDM Program shall dedicate space in a central location for first mile / lastmile solutions such as bike share, scooter share, or a future mode to serve medium-distance trips to larger transit hubs, such as the City of Industry Metrolink Station, located approximately 3.3 miles away. This space, which may be located in a parking structure, a building, or outside, will be set aside and constructed prior to receiving certificate of occupancy for 50% of allowed development (measured in square feet) under the Diamond Bar Town Center Specific Plan. Further, the TDM Coordinator will work with one or more service providers to populate the space with first-mile / last-mile solutions made available to the public. Prior to construction of this space, the annual monitoring report will track the amount of development that has occurred under the Diamond Bar Town Center Specific Plan to ensure the space is provided on schedule.

Following its construction, the annual monitoring report will identify the services provided, pricing, and the level of utilization on a monthly basis over the prior year. Based on the Transportation Study, there is no target level of utilization for these services. However, the TDM Coordinator should periodically review the costs and benefits of the program compared with the level of utilization and, if necessary, identify alternative types of services that may be provided within this space to more effectively reduce VMT.  Improved Pedestrian Network: This TDM Program includes the development of new connections within the Planning Area and connecting to other areas. The refined project would improve pedestrian connectivity within the Planning Area, such as between the portion of the site fronting Golden Springs Drive and the portion of the site fronting Diamond Bar Boulevard, which is currently blocked by buildings, landscaping, and a grade differential. It would improve pedestrian connectivity to the surrounding areas, including by providing a connection to Prospectors Road and the residential neighborhood it serves. These features enhance walkability and accessibility. These pedestrian network connections are fundamental to the design guidelines incorporated into the Diamond Bar Town Center Specific Plan and will be implemented gradually throughout the duration of buildout. There is no further monitoring or reporting requirement for this measure.  Car Sharing Program or Rideshare Subsidies: The TDM Program shall either provide parking spaces and subsidies for car sharing services such as ZipCar, Car2Go, GetAround, etc. or the TDM Coordinator may develop agreements with one or more rideshare companies (e.g., Uber or Lyft) to provide subsidized rides for eligible residents and employees to or from the Planning Area. Such programs allow residents to forego car ownership but still have a vehicle available for certain types of trips where walking, bicycling, carpooling, or transit are not reasonable options. If the car sharing service option is selected, spaces shall be set aside

Page 136 of 618 ends

Diamond Bar Town Center Specific Plan Mitigation Monitoring and Reporting Program January 22, 2026 Page 13
TABLE 3-1
Mitigation Monitoring and Reporting Program
Mitigation Measure (MM) Monitoring Phase Enforcement Agency Monitoring Agency Verification
Initials Date Remarks
upon construction of any parking structure in the Planning Area and the TDM Coordinator will work with a service provider to provide a car sharing solution with at least two vehicles. The efficacy of the program shall be measured by the number of uses per month per vehicle. If the vehicles are used an average of two or more times per day, the TDM Coordinator should consider adding to the fleet. If the vehicles are used fewer than one time per day on average, the TDM Coordinator should consider additional marketing or reducing the fleet. If a rideshare agreement is made in lieu of a car sharing service, it shall be implemented prior to receiving a certificate of occupancy for 30% of allowed development under the Diamond Bar Town Center Specific Plan and would be open to all residents and employees within the Planning Area. The program should target participation on a monthly basis by at least 5% of households and 1% of employees.

If participation is below these levels, the TDM Coordinator should consider additional marketing or increasing subsidies. The annual monitoring report will include a summary of the services offered and prices (or subsidy amounts) and a summary of utilization on a monthly basis, including the number of unique users.
 Commute Trip Reduction Marketing & Education: The TDM Program shall implement a marketing campaign for project employees and visitors encouraging the use of transit, shared rides, and active modes to reduce VMT. The TDM Program would target this campaign at employees, residents, and visitors to the Planning Area. This campaign would be implemented following certificate of occupancy for 30% of allowed development under the Diamond Bar Town Center Specific Plan. The annual monitoring reports shall include a copy of all marketing and educational materials and a summary of any outreach efforts from the prior year.
 Employee Parking Cash-out: The TDM Program shall charge employers for employee parking and employers will be required to reimburse employees for the cost of parking if they don’t park a car at work.

This provides a direct monetary benefit to the employee for choosing alternative travel modes and has been shown to reduce VMT. Paid employee parking cannot begin until parking areas are converted to controlled access which will not occur until one or more parking structures are completed. Therefore, employee parking cash-out shall begin upon commencement of paid employee parking. The efficacy of the employee parking cash-out program should be measured as the ratio of the number of employees taking advantage of the cash-out program to the number of leased spaces by employers. The program should target a 2% participation rate in accordance with the level of employee VMT reduction estimated in the Transportation Study. The annual monitoring report shall include the numbers used to calculate the participation rate as well as information on parking pricing. If the target participation rate is not met, corrective measures should be implemented by the TDM Coordinator, such as enhanced marketing of the program or raising the price of parking.
 Unbundled Residential Parking: The TDM Program shall require parking to be leased to residents separately from their residential unit leases. This makes the cost of automobile storage transparent to residents, provides a direct monetary benefit to living without owning a vehicle, and reduces VMT by encouraging alternate modes of transportation. To ensure effectiveness, the TDM Program shall require pairing with the implementation of a residential parking permit program in nearby residential neighborhoods to avoid shifting project resident parking into those neighborhoods. Unbundled residential parking will be incorporated into any and all residential development under the Diamond Bar Town Center Specific Plan.

The efficacy of the unbundled residential parking program should be measured as the ratio of the number of leased residential spaces compared to the parking requirement associated with the residential units, as calculated based on the City Code of Ordinances, Section 22.30.040 accounting for the specific unit mix.

Page 137 of 618 ends

Diamond Bar City CouncilMarch 17, 2026

Diamond Bar City Council
March 17, 2026