Agenda packet — Diamond Bar City Council, June 16, 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, June 16, 2026
Regular Meeting 6:30 p.m.

South Coast Air Quality Management District/Main Auditorium 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 (914) 614-3221, Access Code: 644-564-348 Participate: Join Go To Webinar
(https://attendee.gotowebinar.com/register/3996685640358202200)

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 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

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Diamond Bar City Council Agenda June 16, 2026
________________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________________ City of Diamond Bar City Council
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.

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

2. SPECIAL PRESENTATIONS, CERTIFICATES, PROCLAMATIONS: None.

3. CITY MANAGER REPORTS AND RECOMMENDATIONS:

4. 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.

5. SCHEDULE OF FUTURE EVENTS:

5.1 Planning Commission Meeting - June 23, 2026 - cancelled.

5.2 Free Catalytic Converter Etching - June 24, 2026, 9:00 - 11:00 a.m., Calvary Chapel Golden Springs, 22324 Golden Springs Dr.

5.3 Coffee with a Cop - July 2, 2026, 9:00 - 11:00 a.m., Reborn Coffee, 1138 S. Diamond Bar Blvd.

5.4 Independence Day Holiday - July 3, 2026 - City Offices Closed.

5.5 City Council Meeting - July 7, 2026 - cancelled.

5.6 Traffic and Transportation Commission Meeting - July 9, 2026, 6:30 p.m., Windmill Room, 21810 Copley Dr.

5.7 Used Oil Filter Exchange Event - July 11, 2026, 9:00 a.m. - 12:00 p.m., 303 W. Diamond Bar Blvd.

5.8 Planning Commission Meeting - July 14, 2026 - 6:30 p.m. Windmill Room, 21810 Copley Dr.

5.9 City Council Meeting - July 21, 2026, 2026, 6:30 p.m., South Coast Air Quality Management District - Auditorium, 21865 Copley Dr.
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6. 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.

6.1 City Council Minutes of the June 2, 2026 Regular Meeting.

Recommended Action:

Approve the June 2, 2026 Regular City Council Meeting Minutes.

6.2 Ratification of Check Register Dated May 20, 2026 through June 2, 2026 totaling $791,404.73.

Recommended Action:

Ratify the Check Register.

6.3 Treasurer's Statement.

Recommended Action:

Approve the May 2026 Treasurer’s Statement.

6.4 Professional Services Agreement with Diana Cho and Associates through June 30, 2031.

Recommended Action:

Approve, and authorize the City Manager to sign, the Professional Services Agreement with Diana Cho and Associates for CDBG Program administration services through June 30, 2031.

6.5 Professional Services Agreement with FRJ & Associates.

Recommended Action:

Approve, and authorize the City Manager to sign, the Professional Services Agreement with FRJ & Associates to administer the Home Improvement Program through June 30, 2031.

6.6 Fourth Amendment to the Consultant Services Agreement with Willdan Engineering to Provide Temporary Staffing for the Neighborhood Improvement and Building and Safety Divisions.

Recommended Action:

Approve, and authorize the City Manager to sign, the Fourth Amendment to the Consultant Services Agreement with Willdan Engineering to provide continued temporary staffing through December 31, 2026.

6.7 Cancellation of July 7, 2026 City Council Meeting.

Recommended Action:

Adjourn the June 16, 2026 City Council meeting to July 21, 2026. .
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6.8 Calling and Giving Notice of General Municipal Election, Consolidating the General Municipal Election with the Statewide General Election on November 3, 2026, and Adopting Regulations Related to Candidate Statements.

Recommended Action:

A. Adopt Resolution No. 2026-19 calling the General Municipal Election to be held on Tuesday, November 3, 2026 for the election of three (3) Members of the City Council;
B. Adopt Resolution No. 2026-20 requesting approval from the Board of Supervisors of the County of Los Angeles to Consolidate the General Municipal Election with the Statewide General Election; and
C. Adopt Resolution No. 2026-21 adopting Regulations for Candidates for Elective Office related to Candidate Statements.

6.9 Master Equity Lease Agreement with Enterprise FM Trust.

Recommended Action:

Adopt Resolution No. 2026-22 approving, and authorizing the City Manager to execute the Master Equity Lease Agreement with Enterprise FM Trust, and approving procurement of vehicles and services from Enterprise Fleet Management through a cooperative Purchasing Agreement with Sourcewell.

6.10 Consulting Services Agreement with Regional Chamber of Commerce San Gabriel Valley.

Recommended Action:

Approve, and authorize the City Manager to sign, the Consulting Services Agreement with the Regional Chamber of Commerce San Gabriel Valley through June 30, 2027.

6.11 Printing and Mailing Services for the City Newsletter and Recreation Guide with The Dot Printer, Inc.

Recommended Action:

Approve, and authorize the City Manager to issue, a Purchase Order to The Dot Printer, Inc. for printing and mailing services in the not-to-exceed amount of $78,981 for FY 2026/27.

6.12 First Amendment to the Consulting Services Agreement with Roth Staffing Companies for Temporary Staffing Services.

Recommended Action:

Approve, and authorize the City Manager to sign, the First Amendment to the Consultant Services Agreement with Roth Staffing Companies.

6.13 Authorization to Submit a List of Projects to be Funded by Senate Bill 1: The Road Repair and Accountability Act of 2017 for FY 2026/27.

Recommended Action:

Adopt Resolution No. 2026-23 authorizing the submission of the FY 2026/27 list of road projects funded by SB-1: The Road Repair and Accountability Act of 2017.

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6.14 Continued Participation in the National Intergovernmental Purchasing Alliance (NIPA) to Purchase Janitorial Supplies for City Facilities.

Recommended Action:

Adopt Resolution No. 2026-24 authorizing participation in the National Intergovernmental Purchasing Alliance to purchase janitorial supplies for City Facilities in the not-to-exceed amount of $65,000 for Fiscal Year 2026/27.

6.15 Seventh Amendment to the Maintenance Services Agreement with Trane U.S. Inc. dba Trane.

Recommended Action:

Approve, and authorize the City Manager to sign, the Seventh Amendment to the Maintenance Services Agreement with Trane U.S. Inc. dba Trane, for Mechanical and Building Automation System Preventive Maintenance and Repair Services through June 30, 2027.

6.16 Second Amendment to Maintenance Services Agreement with EcoFert, Inc.

Recommended Action:

Approve, and authorize the City Manager to sign, the Second Amendment to the Maintenance Services Agreement with EcoFert, Inc. for landscape fertilizer services through June 30, 2027.

6.17 Ninth Amendment to Maintenance Services Agreement with Exterior Products Corporation.

Recommended Action:

Approve, and authorize the City Manager to sign, the Nineth Amendment to the Maintenance Services Agreement with Exterior Products Corporation for Exterior Decor & Lighting Maintenance through June 30, 2027.

6.18 Fourth Amendment to Road Maintenance Services Agreement with CT&T Concrete Paving, Inc.

Recommended Action:

Approve, and authorize the City Manager to sign, the Fourth Amendment to the Road Maintenance Services Agreement with CT&T Concrete Paving, Inc. through June 30, 2027.

6.19 Maintenance Services Agreement with MCE Corporation for Landscape Services in Lighting Landscape Assessment Districts 38, 39-2022, and 41-2021.

Recommended Action:

Approve, and authorize the City Manager, to sign the Maintenance Services Agreement with MCE Corporation through June 30, 2030.

6.20 Consulting Services Agreements for On-Call Traffic and Transportation Engineering Services.

Recommended Action:

A. Approve, and authorize the City Manager to sign, the Consulting Service Agreement with Fehr and Peers, Inc. for On-Call Traffic and Transportation

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Diamond Bar City Council Agenda June 16, 2026
________________________________________________________________________________________________________________________ ________________________________________________________________________________________________________________________ City of Diamond Bar City Council
Engineering Services through June 30, 2029;
B. Approve, and authorize the City Manager to sign, the Consulting Service Agreements for On-Call Traffic and Transportation Engineering Services through June 30, 2029; and
C. Approve, and authorize the City Manager to sign, the Consulting Service Agreements with ADVANTEC Consulting Engineers, Inc. for On-Call Traffic and Transportation Engineering Services through June 30, 2029.

6.21 Consulting Services Agreements for On-Call Geotechnical Engineering Services.

Recommended Action:

A. Approve, and authorize the City Manager to sign, the Consulting Service Agreement with Willdan Engineering for On-Call Geotechnical Engineering Services through June 30, 2029;
B. Approve, and authorize the City Manager to sign, the Consulting Service Agreement with Ninyo & Moore for On-Call Geotechnical Engineering Services through June 30, 2029; and
C. Approve, and authorize the City Manager to sign, the Consulting Service Agreement with Converse Consultants, Inc. for On-Call Geotechnical Engineering Services through June 30, 2029.

6.22 Amendments to the Consulting Services Agreements for On-Call Civil Engineering, Landscape Architectural, and NPDES Professional Services.

Recommended Action:

A. Approve, and authorize the City Manager to sign Amendment No. 1 to the Consulting Services Agreement with Cannon Corporation through June 30, 2028; B. Approve, and authorize the City Manager to sign Amendment No. 1 to the Consulting Services Agreement with HR Green Pacific, Inc. through June 30, 2028; C. Approve, and authorize the City Manager to sign Amendment No.3 to the Consulting Services Agreement with Local Agency Engineering Associates, Inc., through June 30, 2028;
D. Approve, and authorize the City Manager to sign Amendment No. 2 to the Consulting Services Agreement with TAIT & Associates, Inc., through June 30, 2028; and,
E. Approve, and authorize the City Manager to sign Amendment No. 1 to the Consulting Services Agreement with John L. Hunter & Associates, Inc., through June 30, 2028.

6.23 Consultant Services Agreement with Prince Global Solutions, LLC.

Recommended Action:

Approve, and authorize the City Manager to sign, the Consulting Services Agreement with Prince Global Solutions, LLC for Federal Advocacy Services through June 30, 2027.

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6.24 First Amendment to Maintenance Services Agreement with Weatherproofing Technologies, Inc. for Maintenance Services through June 30, 2029.

Recommended Action:

Approve, and authorize the City Manager to sign, the First Amendment to the Maintenance Services Agreement with Weatherproofing Technologies, Inc., through June 30, 2029.

7. PUBLIC HEARINGS:

7.1 Levying Assessments on Landscape Assessment District No. 38 for Fiscal Year 2026/27.

Recommended Action:

A. Receive presentation, open Public Hearing to receive testimony, close Public Hearing; and,
B. Adopt Resolution No. 2026-25 to levy and collect assessments for Landscape Assessment District No. 38 for Fiscal Year 2026/27.

7.2 Levying Assessments on Landscape Assessment District No. 39-2022 for Fiscal Year 2026/27.

Recommended Action:

A. Receive presentation, open Public Hearing to receive testimony, close Public Hearing; and,
B. Adopt Resolution No. 2026-26 to levy and collect assessments for Landscape Assessment District No. 39-2022 for Fiscal Year 2026/27.

7.3 Levying Assessments on Landscape Assessment District No. 41-2021 for Fiscal Year 2026/27.

Recommended Action:

A. Receive presentation, open Public Hearing to receive testimony, close Public Hearing; and,
B. Adopt Resolution No. 2026-27 to levy and collect assessments for Landscape Assessment District No. 41-2021 for Fiscal Year 2025/26.

8. COUNCIL CONSIDERATION:

8.1 Employment Agreement With New City Manager Ryan Mclean, To Be Effective July 1, 2026.

Recommended Action:

A. Approve the employment agreement with Ryan McLean to become City Manager beginning on July 1, 2026; and
B. Approve the amendment and restatement of the MissionSquare Retirement Governmental Money Purchase Plan Adoption Agreement (401(a) plan) and

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

10. ADJOURNMENT:

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: June 11, 2026

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Agenda Item #: 6.1
Meeting Date: June 16, 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 June 2, 2026 Regular Meeting.

STRATEGIC GOAL: Open, Engaged and Responsive Government RECOMMENDATION:

Approve the June 2, 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. June 2, 2026 City Council Regular Meeting Minutes

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CITY OF DIAMOND BAR

MINUTES OF THE CITY COUNCIL REGULAR MEETING

SOUTH COAST AIR QUALITY MANAGEMENT DISTRICT/MAIN AUDITORIUM 21865 COPLEY DRIVE, DIAMOND BAR, CA 91765
JUNE 2, 2026

1. CALL TO ORDER: Mayor Tye called the Regular City Council meeting to order at 6:30 p.m. in the South Coast Air Quality Management District Main Auditorium, 21865 Copley Drive, Diamond Bar, CA 91765.

PLEDGE OF ALLEGIANCE: Council Member Teng led the Pledge of Allegiance.

INVOCATION: David Kim, Associate Pastor, Gateway Friends Church
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; Amy Haug, Human Resources/Risk Management Director; Jason Jacobsen, Finance Director; Ryan Wright, Parks & Recreation Director; Cecilia Arellano, Community Relations Manager; Kristina Santana, City Clerk.

Staff present telephonically: Greg Gubman, Community Development Director, Ken Desforges, Information Services Director.

Others present: Jason Sotelo, Deputy, Diamond Bar/Walnut Sheriff’s Station; Derrick Melendez, Deputy, Diamond Bar/Walnut Sheriff’s Station; Stephen Tousey, Captain, Diamond Bar/Walnut Sheriff’s Station; Chris Hicks, Deputy, Diamond Bar/Walnut Sheriff’s Station.

APPROVAL OF AGENDA: CM/Fox confirmed there were no changes made to the agenda. Mayor Tye approved the agenda as presented.

2. SPECIAL PRESENTATIONS, CERTIFICATES, PROCLAMATIONS: None.

3. CITY MANAGER REPORTS AND RECOMMENDATIONS: None.

4. PUBLIC COMMENTS:

The following provided public comments:

Paul Akin, resident
Karen Eubanks, Senior Citizens Club
Grace Lim-Hays, Hampton Court Homeowners Association
Stephen Tousey, Captain, Los Angeles County Sheriff’s Department Chris Hicks, Deputy, Los Angeles County Sheriff’s Department

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JUNE 2, 2026 PAGE 2 CITY COUNCIL
CC/Santana reported that no emails were submitted and no guests on the teleconference line requested to speak under Public Comments.

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

6. CONSENT CALENDAR: MPT/Low moved, C/Chou 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

6.1 Approved May 19, 2026 Regular Council Meeting Minutes.

6.2 Ratified Check Register Dated May 6, 2026 through May 19, 2026 Totaling $2,276,633.91.

6.3 Approved April 2026 Treasurer’s Statement.

6.4 Adopted Resolution No. 2026-14 for the Three-Year Cooperation Agreement with the Los Angeles County Development Authority (LACDA) to Participate in the Los Angeles Urban County Community Development Block Grant (CDBG) Program for Fiscal Years 2027-28 Through 2029-30.

7. PUBLIC HEARINGS: None.

8. COUNCIL CONSIDERATION:

8.1 Brown Act Update (SB 707): Technology Disruption and Outreach Policies.

CC/Santana provided the staff presentation and responded to Council Member questions. CA/Sandoval responded to Council Member questions.

No comments were given in person or submitted through email or teleconference.

C/Chou moved, MPT/Low seconded, to:

A. Adopt the “Disruption of Telephonic or Internet Service During Council Meetings” Policy in Compliance with Government Code § 54953.4(b)(1); and B. Adopt the “Encouraging Public Participation in City Council Meetings” Policy in Compliance with Government Code § 54953.4(3)(C)(i).

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JUNE 2, 2026 PAGE 3 CITY COUNCIL
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

8.2 Proposed Fiscal Year 2026/27 City Operating and Capital Improvement Program Budget, including establishment of the Appropriations Limit, Employee Compensation Plan, and Investment Policy.

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

After further discussion, the City Council reached consensus to prioritize the installation of ADA automatic front door at the Diamond Bar Center by value engineering the project and brining it back to the City Council for further consideration.

Sydney Morton, from the Diamond Bar Senior Club provided an in person public comment.

Stella and Richard Guzman submitted an email for public comment.

There were no public comments presented via teleconference.

MPT/Low moved, C/Liu seconded, to:

A. Adopt Resolution No. 2026-15 approving the Proposed FY 2026/27 City Operating and Capital Improvement Program Budget;
B. Adopt Resolution No. 2026-16 establishing the appropriations limit for FY 2026/27 in the amount of $68,333,798;
C. Adopt Resolution No. 2026-17 establishing the FY 2026/27 compensation plan, salary ranges and fringe benefits for all employees; and D. Adopt Resolution No. 2026-18 approving the FY 2026/27 Investment Policy.

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

9. 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).

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JUNE 2, 2026 PAGE 4 CITY COUNCIL

C/Chou reported attending the San Gabriel Valley Regional Housing Trust Fund Board of Directors meeting.

10. ADJOURNMENT: With no further business to conduct, M/Tye adjourned the Regular City Council Meeting at 8:02 p.m. in memory of William Burke.

Respectfully Submitted,
__________________________
Kristina Santana, City Clerk
The foregoing minutes are hereby approved this 16th day of June, 2026. __________________________
Steve Tye, Mayor

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Agenda Item #: 6.2
Meeting Date: June 16, 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 May 20, 2026 through June 2, 2026 totaling $791,404.73.

STRATEGIC GOAL: Open, Engaged and Responsive Government RECOMMENDATION:

Ratify the Check Register.

FINANCIAL IMPACT:

Expenditure of $791,404.73.

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 May 20, 2026 through June 2, 2026 totaling $791,404.73 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 6-16-2026

2. Check Register 6-16-2026

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City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 19005 5/20/2026 SOUTHERN CALIFORNIA EDISON MAPLE HILL PARK (041426-051226) 100630 52210 $370.10 CHECK TOTAL $370.10
19006 5/20/2026 SOUTHERN CALIFORNIA EDISON PONY FIELD (041626-051426) 100630 52210 $10.83 CHECK TOTAL $10.83
19007 5/20/2026 SOUTHERN CALIFORNIA EDISON D38 / 719 GRAND IRR (041626-051426) 238638 52210 $41.46 CHECK TOTAL $41.46
19008 5/20/2026 SOUTHERN CALIFORNIA EDISON CITYHALL (041626-051426) 100620 52210 $11,702.41 CHECK TOTAL $11,702.41
19009 5/20/2026 SOUTHERN CALIFORNIA EDISON 21208 WASHINGTON AVE PED (041426- 051226)
100630 52210 $40.79
CHECK TOTAL $40.79
19010 5/22/2026 SOUTHERN CALIFORNIA EDISON TRAFFIC CONTROL - 21250 GOLDEN SPRINGS - TC-1
100655 52210 $87.82
CHECK TOTAL $87.82
19011 5/22/2026 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 3564 S BREA CYN BPED - LS-3
100655 52210 $73.97
CHECK TOTAL $73.97
19012 5/22/2026 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 2746 S BREA CYN BPED - LS-3
100655 52210 $131.94
CHECK TOTAL $131.94
19013 5/22/2026 SOUTHERN CALIFORNIA EDISON GS-1 - 23331 GOLDEN SPRINGS PED - GS-1
100655 52210 $76.96
CHECK TOTAL $76.96
19014 5/22/2026 SOUTHERN CALIFORNIA EDISON TRAFFIC CONTROL - 20781 PATHFINDER - TC-1
100655 52210 $113.50
CHECK TOTAL $113.50
19015 5/22/2026 SOUTHERN CALIFORNIA EDISON GS-1 - 2838 S DBB PED - GS-1 100655 52210 $91.79 CHECK TOTAL $91.79
19016 5/22/2026 SOUTHERN CALIFORNIA EDISON TRAFFIC CONTROL - 717 GRAND AVE - TC-1
100655 52210 $141.94
CHECK TOTAL $141.94

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City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 19017 5/22/2026 SOUTHERN CALIFORNIA EDISON TRAFFIC CONTROL - 20791 GOLDEN SPRINGS - TC-1
100655 52210 $125.08
CHECK TOTAL $125.08
19018 5/22/2026 SOUTHERN CALIFORNIA EDISON TRAFFIC CONTROL - 20439 GOLDEN SPRINGS PED - TC-1
100655 52210 $119.53
CHECK TOTAL $119.53
19019 5/26/2026 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 2201 DBB - LS-2 100655 52210 $87.13 CHECK TOTAL $87.13
19020 5/26/2026 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 1798 DBB/22566 GLDN SPRGS - LS-2
100655 52210 $195.55
CHECK TOTAL $195.55
19021 5/26/2026 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 1025 BREA CYN - LS-2 100655 52210 $138.70 CHECK TOTAL $138.70
19022 5/26/2026 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 1003 GOLDEN SPRINGS - LS-2
100655 52210 $114.76
CHECK TOTAL $114.76
19023 5/26/2026 SOUTHERN CALIFORNIA EDISON TRAFFIC CONTROL - 809 S DBB - TC-1 100655 52210 $118.03 CHECK TOTAL $118.03
19024 5/26/2026 SOUTHERN CALIFORNIA EDISON TRAFFIC CONTROL - 553 N.

DBB/VARIOUS - TC-1
100655 52210 $1,206.77
CHECK TOTAL $1,206.77
19043 5/26/2026 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 21010 WASHINGTON AVE - LS-2
100655 52210 $103.99
CHECK TOTAL $103.99
19044 5/26/2026 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 21250 GOLDEN SPRINGS - LS-2
100655 52210 $87.13
CHECK TOTAL $87.13
19045 5/26/2026 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 21325 PATHFINDER - LS2100655 52210 $238.79 CHECK TOTAL $238.79
19046 5/26/2026 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 21615 GATEWAY CENTER - LS-2
100655 52210 $87.13
CHECK TOTAL $87.13

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City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 19047 5/26/2026 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 22805 GOLDEN SPRINGS - LS-2
100655 52210 $108.92
CHECK TOTAL $108.92
19048 5/26/2026 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 1DBB/TEMPLE - LS-2 100655 52210 $124.48 CHECK TOTAL $124.48
19049 5/26/2026 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 3798 S BREA CYN - LS-2 100655 52210 $65.36 CHECK TOTAL $65.36
19050 5/26/2026 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 3201 S DBB - LS-2 100655 52210 $130.70 CHECK TOTAL $130.70
19051 5/26/2026 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - VARIOUS LS-1 100655 52210 $747.31 CHECK TOTAL $747.31
19052 5/26/2026 SOUTHERN CALIFORNIA EDISON TRAFFIC CONTROL - DBB N/W @ TEMPLE - LS-2
100655 52210 $124.07
CHECK TOTAL $124.07
19053 5/26/2026 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - BREA CYN/OAKCREST - LS-2
100655 52210 $65.99
CHECK TOTAL $65.99
19054 5/26/2026 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - BREA CYN/FALLOWFIELD - LS-2
100655 52210 $86.63
CHECK TOTAL $86.63
19055 5/26/2026 SOUTHERN CALIFORNIA EDISON SAFETY LIGHTS - 24230 GOLDEN SPRINGS - LS-2
100655 52210 $82.72
CHECK TOTAL $82.72
19056 5/26/2026 SOUTHERN CALIFORNIA EDISON TRAFFIC CONTROL - BREA CYN/FALLOWFIELD, ETC - TC-1
100655 52210 $220.64
CHECK TOTAL $220.64
19057 5/26/2026 SOUTHERN CALIFORNIA EDISON TRAFFIC CONTROL - 21010 WASHINGTON AVE - TC-1
100655 52210 $111.74
CHECK TOTAL $111.74
19058 5/26/2026 SOUTHERN CALIFORNIA EDISON TRAFFIC CONTROL - 2201 DBB PED - TC1100655 52210 $31.67 CHECK TOTAL $31.67
19059 5/26/2026 SOUTHERN CALIFORNIA EDISON TRAFFIC CONTROL - 1450 BRIDGEGATE, ETC - TC-1
100655 52210 $513.21

Page 19 of 655 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT CHECK TOTAL $513.21
19060 5/26/2026 SOUTHERN CALIFORNIA EDISON GS-1 - 1215 S BREA CYN - GS-1 100655 52210 $92.01 CHECK TOTAL $92.01
19061 5/26/2026 SOUTHERN CALIFORNIA EDISON TRAFFIC CONTROL - 1611 S BREA CYN - TC-1
100655 52210 $84.71
CHECK TOTAL $84.71
19062 5/26/2026 SOUTHERN CALIFORNIA EDISON TRAFFIC CONTROL - 801 S LEMON, ETC - TC-1
100655 52210 $338.21
CHECK TOTAL $338.21
19063 5/22/2026 TASC FLEX SPENDING MEDICAL/CHILDCARE
05/22/2026
201 21118 $4.75
5/22/2026 TASC FLEX SPENDING MEDICAL/CHILDCARE
05/22/2026
238 21118 $7.33
5/22/2026 TASC FLEX SPENDING MEDICAL/CHILDCARE
05/22/2026
239 21118 $7.33
5/22/2026 TASC FLEX SPENDING MEDICAL/CHILDCARE
05/22/2026
241 21118 $7.33
5/22/2026 TASC FLEX SPENDING MEDICAL/CHILDCARE
05/22/2026
250 21118 $30.24
5/22/2026 TASC FLEX SPENDING MEDICAL/CHILDCARE
05/22/2026
207 21118 $42.01
5/22/2026 TASC FLEX SPENDING MEDICAL/CHILDCARE
05/22/2026
206 21118 $124.53
5/22/2026 TASC FLEX SPENDING MEDICAL/CHILDCARE
05/22/2026
100 21118 $1,947.51
CHECK TOTAL $2,171.03
19064 5/22/2026 VANTAGEPOINT TRNSFR AGNTS303248DEFERRED COMP

CONTRIBUTIONS/LOAN PYMTS
05/22/2026
239 21109 $133.74
5/22/2026 VANTAGEPOINT TRNSFR AGNTS303248DEFERRED COMP

CONTRIBUTIONS/LOAN PYMTS
05/22/2026
241 21109 $133.74
5/22/2026 VANTAGEPOINT TRNSFR AGNTS303248DEFERRED COMP

CONTRIBUTIONS/LOAN PYMTS
05/22/2026
201 21109 $138.15
5/22/2026 VANTAGEPOINT TRNSFR AGNTS303248DEFERRED COMP

CONTRIBUTIONS/LOAN PYMTS
05/22/2026
238 21109 $258.76

Page 20 of 655 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 5/22/2026 VANTAGEPOINT TRNSFR AGNTS303248DEFERRED COMP

CONTRIBUTIONS/LOAN PYMTS
05/22/2026
206 21109 $488.58
5/22/2026 VANTAGEPOINT TRNSFR AGNTS303248DEFERRED COMP

CONTRIBUTIONS/LOAN PYMTS
05/22/2026
207 21109 $656.50
5/22/2026 VANTAGEPOINT TRNSFR AGNTS303248DEFERRED COMP

CONTRIBUTIONS/LOAN PYMTS
05/22/2026
250 21109 $4,830.10
5/22/2026 VANTAGEPOINT TRNSFR AGNTS303248DEFERRED COMP

CONTRIBUTIONS/LOAN PYMTS
05/22/2026
100 21109 $14,900.22
CHECK TOTAL $21,539.79
19065 5/22/2026 CALPERS PENSION CONTRIBUTION 5/02/26-
5/15/26 & 5/1-5/31/26
204 21110 $93.04
5/22/2026 CALPERS PENSION CONTRIBUTION 5/02/26-
5/15/26 & 5/1-5/31/26
239 21110 $161.41
5/22/2026 CALPERS PENSION CONTRIBUTION 5/02/26-
5/15/26 & 5/1-5/31/26
241 21110 $161.41
5/22/2026 CALPERS PENSION CONTRIBUTION 5/02/26-
5/15/26 & 5/1-5/31/26
203 21110 $162.83
5/22/2026 CALPERS PENSION CONTRIBUTION 5/02/26-
5/15/26 & 5/1-5/31/26
238 21110 $252.26
5/22/2026 CALPERS PENSION CONTRIBUTION 5/02/26-
5/15/26 & 5/1-5/31/26
201 21110 $535.74
5/22/2026 CALPERS PENSION CONTRIBUTION 5/02/26-
5/15/26 & 5/1-5/31/26
207 21110 $1,390.60
5/22/2026 CALPERS PENSION CONTRIBUTION 5/02/26-
5/15/26 & 5/1-5/31/26
206 21110 $1,715.92
5/22/2026 CALPERS PENSION CONTRIBUTION 5/02/26-
5/15/26 & 5/1-5/31/26
250 21110 $2,174.45
5/22/2026 CALPERS PENSION CONTRIBUTION 5/02/26-
5/15/26 & 5/1-5/31/26
100 21110 $46,185.42
CHECK TOTAL $52,833.08
19074 6/2/2026 4IMPRINT INC 8FT FITTED TABLE COVERS FOR SHERIFF 100310 53510 $1,990.63 CHECK TOTAL $1,990.63
19075 6/2/2026 ABSOLUTE SECURITY

INTERNATIONAL INC
APRIL 2026 SECURITY GUARD SERVICES 100520 55330 $384.00

Page 21 of 655 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 6/2/2026 ABSOLUTE SECURITY

INTERNATIONAL INC
APRIL 2026 SECURITY GUARD SERVICES 100510 55330 $3,599.36 CHECK TOTAL $3,983.36
19076 6/2/2026 ALGALITA MARINE RESEARCH &

EDUCATION
ENVIRONMENTAL EDUCATION SERVICES 250170 54900 $1,564.00 CHECK TOTAL $1,564.00
19077 6/2/2026 ALL CITY MANAGEMENT

SERVICES INC
CROSSING GUARD SERVICES - 4/12/26-
4/25/26
100310 55412 $14,481.60
6/2/2026 ALL CITY MANAGEMENT

SERVICES INC
CROSSING GUARD SERVICES - 4/26/26 -
5/9/26
100310 55412 $14,481.60
CHECK TOTAL $28,963.20
19078 6/2/2026 ALLIANT INSURANCE SERVICES
INC

INSURANCE FOR CONCERTS IN THE
PARK 2026 SERIES
100520 55300 $1,186.00
CHECK TOTAL $1,186.00
19079 6/2/2026 ATKINSON, ANDELSON, LOYA,

RUUD & ROMO
PROFESSIONAL SERVICES-LEGAL 100220 54900 $2,403.20
CHECK TOTAL $2,403.20
19080 6/2/2026 LINGO TELECOM LLC CITYWIDE ANALOG PHONE SERVICE - MAY 2026
100230 52200 $5,079.39
CHECK TOTAL $5,079.39
19081 6/2/2026 CALIFORNIA DEPT OF TAX AND

FEE ADMI
SALES AND USE TAX - MARCH 31, 2026 100 29006 $27.56
6/2/2026 CALIFORNIA DEPT OF TAX AND

FEE ADMI
SALES AND USE TAX - MARCH 31, 2026 100 29005 $241.76
CHECK TOTAL $269.32
19082 6/2/2026 CITY OF SANTA ANA DAY CAMP EXCURSION - JUNE 9, 2026 100520 53520 $669.00 CHECK TOTAL $669.00
19083 6/2/2026 COLLEY AUTO CARS INC FLEET MAINTENANCE LIC#1479428 502430 52312 $225.00 CHECK TOTAL $225.00
19084 6/2/2026 CROSSTOWN ELECTRICAL &

DATA INC

TS BATTERY BACK-UP/CCTV PROJ - FY
25-26
207610 56102 $48,490.00
CHECK TOTAL $48,490.00
19085 6/2/2026 CT & T CONCRETE PAVING INC ROAD MAINTENANCE SRVS (PONY

FIELDS)
100655 55512 $11,484.00
CHECK TOTAL $11,484.00

Page 22 of 655 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 19086 6/2/2026 DE NOVO PLANNING GROUP 1400 MONTEFINO MITIGATED NEG DEC 100 22107 $22,092.50 CHECK TOTAL $22,092.50
19087 6/2/2026 DEPARTMENT OF INDUSTRIAL

RELATIONS

OSHA ELEVATOR INSPECTION FEE
(CITYHALL) FY25-26
100620 51200 $225.00
CHECK TOTAL $225.00
19088 6/2/2026 DIANA CHO & ASSOCIATES CDBG-AREA 6 ADA CURB RAMP PROJECT FEB 2026
225610 56101 $382.50
6/2/2026 DIANA CHO & ASSOCIATES CDBG-AREA 6 ADA CURB RAMP PROJECT MAR 2026
225610 56101 $807.50
6/2/2026 DIANA CHO & ASSOCIATES CDBG-AREA 6 ADA CURB RAMP PROJECT APR 2026
225610 56101 $765.00
CHECK TOTAL $1,955.00
19089 6/2/2026 DISCOVERY SCIENCE CENTER OF
ORANGE
ENVIRONMENTAL EDUCATION 250170 54900 $2,556.00
CHECK TOTAL $2,556.00
19090 6/2/2026 DUNN EDWARDS CORPORATION PAINT SUPPLIES (PONYFIELDS) 100630 51200 $342.35 CHECK TOTAL $342.35
19091 6/2/2026 FLOCK GROUP INC FY 2025-2026 FLOCK SAFETY PROGRAM 100310 54900 $165,000.00 CHECK TOTAL $165,000.00
19092 6/2/2026 FRESHMOBILECA LLC FLEET WASHING SERVICE (051526) 502430 52312 $19.95 6/2/2026 FRESHMOBILECA LLC FLEET WASHING SERVICE (051526) 502430 52312 $39.90 6/2/2026 FRESHMOBILECA LLC FLEET WASHING SERVICE (051526) 502655 52312 $79.80 6/2/2026 FRESHMOBILECA LLC FLEET WASHING SERVICE (051526) 502620 52312 $139.65 6/2/2026 FRESHMOBILECA LLC FLEET WASHING SERVICE (051526) 502630 52312 $139.65 CHECK TOTAL $418.95
19093 6/2/2026 FUN EXPRESS LLC SUPPLIES FOR CONCERTS 100520 51200 $494.79 6/2/2026 FUN EXPRESS LLC SUPPLIES FOR CONCERTS 100520 51200 $306.06 CHECK TOTAL $800.85
19094 6/2/2026 GOGO TECHNOLOGIES INC FY 25-26 DIAMOND RIDE SR TRANS SVCS MAR 2026
206650 55560 $38,978.36
CHECK TOTAL $38,978.36

Page 23 of 655 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 19095 6/2/2026 GOVCONNECTION INC RENEWAL- HP CAREPACKREY/ROZ/NABOO/TATOOINE100230 52314 $22,603.00 CHECK TOTAL $22,603.00
19096 6/2/2026 HANSON BRIDGETT LLP LEGAL SERVICES - SEWER DISTRICT 100120 54022 $14,760.80 CHECK TOTAL $14,760.80
19097 6/2/2026 HELIX ENVIRONMENTAL

PLANNING INC
CANYON LOOP TRAIL RESTORATION 301630 56104 $3,054.99
CHECK TOTAL $3,054.99
19098 6/2/2026 HOME DEPOT CREDIT SERVICES MAINTENANCE SUPPLIES (JK 050626) 100630 51200 $227.77 CHECK TOTAL $227.77
19099 6/2/2026 HONEYCOTT INC BEE REMOVAL @ DBC 051226 100510 52320 $145.00 CHECK TOTAL $145.00
19100 6/2/2026 HR GREEN PACIFIC INC PLAN CHECK - LAND DEVELOPMENT - THRU 3/31/26
100 22109 $225.00
6/2/2026 HR GREEN PACIFIC INC PLAN CHECK - LAND DEVELOPMENT - THRU 3/31/26
100 22109 $989.00
6/2/2026 HR GREEN PACIFIC INC PLAN CHECK - LAND DEVELOPMENT - THRU 3/31/26
100 22109 $2,366.00
6/2/2026 HR GREEN PACIFIC INC PLAN CHECK - LAND DEVELOPMENT - THRU 3/31/26
100 22109 $5,293.00
CHECK TOTAL $8,873.00
19101 6/2/2026 HUNTINGTON HARDWARE CO
INC

DOOR HARDWARE/ OERATING SUPPLIES
(CB051326)
100620 51200 $1,000.08
CHECK TOTAL $1,000.08
19102 6/2/2026 INCREDIBLE ENTERTAINMENT INC DAY CAMP EXCURSION - JUNE 30, 2026 100520 53520 $1,114.39 CHECK TOTAL $1,114.39
19103 6/2/2026 INTEGRUS LLC RICOH COPY CHARGES - 4/19/26- 5/18/26
100230 52314 $749.74
CHECK TOTAL $749.74
19104 6/2/2026 ITERIS INC CS - CITYWIDE TRAFFIC SIGNAL TIMING - THRU 4/30/26
207650 54410 $30,425.80
CHECK TOTAL $30,425.80
19105 6/2/2026 JACKSON'S AUTO SUPPLY/NAPA FLEET VEHICLE MAINTENANCE (2 REC

VANS&RANGER)
502620 52312 $106.10

Page 24 of 655 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT CHECK TOTAL $106.10
19106 6/2/2026 JOSE RUEL DIRA GIS SUPPORT - 3/31/26 - 4/24/26 100230 54900 $3,149.94 CHECK TOTAL $3,149.94
19107 6/2/2026 KEVIN D JONES PS - SR57-60 CONF PROJ FEDERAL ADVOCACY - APR 2026
100615 54400 $4,000.00
CHECK TOTAL $4,000.00
19108 6/2/2026 LA COUNTY ASSESSOR OFFICE SBF ABSTRACT - APR 2026 100230 52314 $250.00 CHECK TOTAL $250.00
19109 6/2/2026 LOCAL AGENCY ENGINEERING

ASSOCIATES INC

DB COMPLETE STREETS - CONST MGMT -
APR 2026
301610 56190 $33,516.08
CHECK TOTAL $33,516.08
19110 6/2/2026 LOWE'S BUSINESS ACCOUNT PARK SUPPLIES (PANTERA PARK / CG050826)
100630 51200 $67.49
CHECK TOTAL $67.49
19111 6/2/2026 MICHAEL BAKER INTERNATIONAL
INC

CANYON LOOP TRAIL -HMMP PROJECT

MANAGER
301630 56104 $2,830.07
CHECK TOTAL $2,830.07
19112 6/2/2026 MNS ENGINEERS INC DESIGN - DB COMPLETE STREETS - 3/30/26 - 4/26/26
301610 56105 $4,273.39
CHECK TOTAL $4,273.39
19113 6/2/2026 MOBILE RELAY ASSOCIATES INC RECURRING SERVICES FOR EMERGENCY

PREPARDNESS
100350 52300 $78.75
CHECK TOTAL $78.75
19114 6/2/2026 NICHOLS CONSULTING

ENGINEERS, CHTD

ROAH REHAB PROJ-BIDDING/DESIGN
SVCS - THRU 4/14/26
203615 56101 $600.00
CHECK TOTAL $600.00
19115 6/2/2026 OCCUPATIONAL HEALTH

CENTERS OF CALIFORNIA
PRE-EMPLOYMENT PHYSICAL FEES 100220 52510 $210.00
6/2/2026 OCCUPATIONAL HEALTH

CENTERS OF CALIFORNIA
PRE-EMPLOYMENT PHYSICAL FEES 100220 52510 $471.00
CHECK TOTAL $681.00
19116 6/2/2026 ONE TIME PAY VENDOR IBRAHIM BAGGIA FACILITY REFUND 100 20202 $750.00 CHECK TOTAL $750.00
19117 6/2/2026 ONE TIME PAY VENDOR JACKY LILLICOTCH RECREATION PROGRAM REFUND 100 20202 $95.00

Page 25 of 655 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT CHECK TOTAL $95.00
19118 6/2/2026 ONE TIME PAY VENDOR LILY ZHOU RECREATION PROGRAM REFUND 100 20202 $1,275.00 CHECK TOTAL $1,275.00
19119 6/2/2026 ONE TIME PAY VENDOR LISA NELIUS RECREATION PROGRAM REFUND 100 20202 $114.00 CHECK TOTAL $114.00
19120 6/2/2026 ONE TIME PAY VENDOR RONALD KENNER RECREATION PROGRAM REFUND 100 20202 $25.00 CHECK TOTAL $25.00
19121 6/2/2026 ONE TIME PAY VENDOR YANNWEN BRAUNLIANG RECREATION PROGRAM REFUND 100 20202 $60.00 CHECK TOTAL $60.00
19122 6/2/2026 ONE TIME PAY VENDOR DIAMOND BAR

EVERGREEN CLUB

SENIOR CLUB LIABILITY INSURANCE

REIMBURSEMENT
100520 57210 $946.47
CHECK TOTAL $946.47
19123 6/2/2026 ONE TIME PAY VENDOR TRIDIPTA DAS REFUND PR25-1639 100 20604 $0.80 6/2/2026 ONE TIME PAY VENDOR TRIDIPTA DAS REFUND PR25-1639 100 20603 $1.04 6/2/2026 ONE TIME PAY VENDOR TRIDIPTA DAS REFUND PR25-1639 100 48020 $14.01 6/2/2026 ONE TIME PAY VENDOR TRIDIPTA DAS REFUND PR25-1639 100 48020 $17.51 6/2/2026 ONE TIME PAY VENDOR TRIDIPTA DAS REFUND PR25-1639 100 48010 $57.54 6/2/2026 ONE TIME PAY VENDOR TRIDIPTA DAS REFUND PR25-1639 100 48010 $292.74 CHECK TOTAL $383.64
19124 6/2/2026 ONE TIME PAY VENDOR YANGSUN KIM REFUND LC26-0295 100 48010 $4.00 6/2/2026 ONE TIME PAY VENDOR YANGSUN KIM REFUND LC26-0295 100 48010 $46.48 CHECK TOTAL $50.48
19125 6/2/2026 ONE TIME PAY VENDOR - CND
REFUND
JENNY CHIEN JUNG WU C&D REFUND: 1731 LEANING PINE DR 100 22105 $250.00 CHECK TOTAL $250.00
19126 6/2/2026 OTIS ELEVATOR COMPANY ELEVATOR MAINTENANCE (CITYHALL C# FUEL SURCHARGE)
100620 52320 $175.00
6/2/2026 OTIS ELEVATOR COMPANY ELEVATOR MAINTENANCE (DBC C#

FUEL SURCHARGE)
100510 52320 $175.00
CHECK TOTAL $350.00

Page 26 of 655 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 19127 6/2/2026 REINBERGER CORPORATION BUSINESS CARDS 100140 52110 $86.51 6/2/2026 REINBERGER CORPORATION BUSINESS CARDS 100140 52110 $86.51 CHECK TOTAL $173.02
19128 6/2/2026 ROTH STAFFING COMPANIES, LP TEMP STAFFING - FINANCE WK 5/22/2026
100210 54900 $1,420.80
6/2/2026 ROTH STAFFING COMPANIES, LP TEMP STAFFING - CITY CLERK WK 5/22/2026
100140 54900 $565.50
CHECK TOTAL $1,986.30
19129 6/2/2026 S&S WORLDWIDE, INC SUPPLIES FOR SUMMER DAY CAMP 100520 51200 $205.20 CHECK TOTAL $205.20
19130 6/2/2026 SC FUELS FLEET FUEL (050126-051526) 502430 52330 $192.20 6/2/2026 SC FUELS FLEET FUEL (050126-051526) 502630 52330 $538.87 6/2/2026 SC FUELS FLEET FUEL (050126-051526) 502620 52330 $598.14 6/2/2026 SC FUELS FLEET FUEL (050126-051526) 502655 52330 $1,171.57 CHECK TOTAL $2,500.78
19131 6/2/2026 SKATE EXPRESS INC DAY CAMP EXCURSION - JUNE 16, 2026 100520 53520 $590.00 CHECK TOTAL $590.00
19132 6/2/2026 SOCIAL VOCATIONAL SERVICES MAINTENANCE: LITTER & WEED REMOVAL(APRIL 2026)
100645 55528 $3,113.00
CHECK TOTAL $3,113.00
19133 6/2/2026 SOUTH COAST AIR QUALITY

MANAGEMENT DISTRICT
AQMD FEE (DBC) FY25-26 100510 52320 $172.49
6/2/2026 SOUTH COAST AIR QUALITY

MANAGEMENT DISTRICT
FACILITY LEASE 100130 52302 $2,824.69
CHECK TOTAL $2,997.18
19134 6/2/2026 STERICYCLE INC SUBSCRIPTION - HERITAGE PARK 250170 55000 $288.39 CHECK TOTAL $288.39
19135 6/2/2026 TALEWISE LLC DAY CAMP ENTERTAINMENT - JUNE 24, 2026
100520 55315 $425.00
CHECK TOTAL $425.00
19136 6/2/2026 TENNIS ANYONE INC CONTRACT CLASSES TENNIS SERVIC 100520 55320 $6,526.03 CHECK TOTAL $6,526.03

Page 27 of 655 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 19137 6/2/2026 THE GAS COMPANY GAS SERVICE AT DBC (041526-051526) 100510 52215 $157.03 6/2/2026 THE GAS COMPANY NATURAL GAS SERVICE @CITYHALL
(041326-051326)
100620 52215 $691.90
6/2/2026 THE GAS COMPANY NATURAL GAS SERVICE @ HERITAGE PARK(051426-051426)
100630 52215 $168.91
CHECK TOTAL $1,017.84
19138 6/2/2026 THE SAN GABRIEL VALLEY

NEWSPAPER GR
LEGAL AD PL2025-47 100 22107 $750.58
CHECK TOTAL $750.58
19139 6/2/2026 THE TAIT GROUP INC PS/TRANSPORTATION ADVOCACY - APR 2026
100615 54410 $3,300.00
CHECK TOTAL $3,300.00
19140 6/2/2026 TRIFYTT SPORTS LLC INSTRUCTOR PAYMENT - SPORTS - WS26 100520 55320 $833.98 CHECK TOTAL $833.98
19141 6/2/2026 TUMBLE-N-KIDS INC CONTRACT CLASS- YOUTH

GYMNASTICS
100520 55320 $3,142.80
CHECK TOTAL $3,142.80
19142 6/2/2026 TYLER TECHNOLOGIES INC ELM PROJECT MGMT HOURS - 4/21/26 - 4/28/26
503230 56135 $5,600.00
6/2/2026 TYLER TECHNOLOGIES INC ELM PROJECT MGMT HOURS - 5/5/26- 5/7/26
503230 56135 $7,200.00
CHECK TOTAL $12,800.00
19143 6/2/2026 ULINE INC FLEET VEHICLE SUPPLIES (JW 042326) 100630 51200 $911.67 6/2/2026 ULINE INC DBC SUPPLIES 100510 51200 $538.80
6/2/2026 ULINE INC FY2025-26 EMERGENGY PREP BLEED

CONTROL KITS
100350 51200 $543.18
CHECK TOTAL $1,993.65
19144 6/2/2026 UNDERGROUND SERVICE ALERT

OF SO CA

DIGALERT - CA STATE FEE/MONTHLY -
MAY 2025
100610 54900 $102.89
6/2/2026 UNDERGROUND SERVICE ALERT

OF SO CA

DIGALERT/MONTHLY MAINTENANCE FEE
- APR 2026
100610 54900 $242.20
CHECK TOTAL $345.09
19145 6/2/2026 VACT INC DBC ACCESS CONTROL UPGRADE
(PARTS - PAYMENT#1)
100510 56116 $1,000.00

Page 28 of 655 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 6/2/2026 VACT INC DBC ACCESS CONTROL UPGRADE
(PROGRESS PYMT#2)
100510 56116 $7,432.38
CHECK TOTAL $8,432.38
19146 6/2/2026 WW GRAINGER INC FY2025-26 AED BATTERIES 100350 52310 $816.44 CHECK TOTAL $816.44
19147 6/2/2026 WW GRAINGER INC PARK SUPPLIES (JK 051926) 100620 51200 $50.33 CHECK TOTAL $50.33
19148 6/2/2026 WALNUT VALLEY WATER DISTRICT CITYHALLW (040126-043026) 100620 52220 $1,200.49 6/2/2026 WALNUT VALLEY WATER DISTRICT D38W (040126-043026) 238638 52220 $12,757.95 6/2/2026 WALNUT VALLEY WATER DISTRICT D38(R)W (040126-043026) 238638 52220 $2,247.95 6/2/2026 WALNUT VALLEY WATER DISTRICT D39W (040126-043026) 239639 52220 $9,985.97 6/2/2026 WALNUT VALLEY WATER DISTRICT D41W (040126-043026) 241641 52220 $9,543.60 6/2/2026 WALNUT VALLEY WATER DISTRICT DBCW (040126-043026) 100510 52220 $472.94 6/2/2026 WALNUT VALLEY WATER DISTRICT PARKSW (040126-043026) 100630 52220 $38,173.04 6/2/2026 WALNUT VALLEY WATER DISTRICT PARKS(R)W (040126-043026) 100630 52220 $2,011.48 CHECK TOTAL $76,393.42
19149 6/2/2026 WAXIE SANITARY SUPPLY JANITORIAL SUPPLIES (DBC) 100510 51210 $722.50 6/2/2026 WAXIE SANITARY SUPPLY JANITORIAL SUPPLIES (HERITAGE PARK) 100630 51200 $150.64 6/2/2026 WAXIE SANITARY SUPPLY JANITORIAL SUPPLIES (CITYHALL) 100620 51200 $2,515.04 CHECK TOTAL $3,388.18
19150 6/2/2026 WEST COAST ARBORISTS INC CITYWIDE TREE MAINTENANCE (030126- 031526)
100645 55522 $26,123.00
6/2/2026 WEST COAST ARBORISTS INC CITYWIDE TREE MAINTENANCE (041626- 043026)
100645 55522 $450.00
CHECK TOTAL $26,573.00
19151 6/2/2026 WILLDAN GEOTECHNICAL GEOTECH REVIEW - 22909 LAZY TRAIL - THRU 4/03/26
100 22109 $630.00
6/2/2026 WILLDAN GEOTECHNICAL GEOTECH REVIEW - 1198 CHISOLM TRAIL - THRU 4/03/26
100 22109 $840.00
6/2/2026 WILLDAN GEOTECHNICAL GEOTECH REV - TR54081 CROOKED CREEK - THRU 4/3/26
100 22109 $840.00

Page 29 of 655 ends

City of Diamond Bar Check Register
CHECK # CHECK DATE VENDOR NAME OTP VENDOR NAME INVOICE DESCRIPTION ORG OBJECT AMOUNT 6/2/2026 WILLDAN GEOTECHNICAL BUILDING AND SAFETY INTERIM PERMIT

TECHNICIAN
100420 55100 $14,960.00
CHECK TOTAL $17,270.00
19152 6/2/2026 WOODRUFF & SMART, A

PROFESSIONAL CORPORATION
LEGAL SERVICES - APRIL 2026 100120 54020 $1,833.00
6/2/2026 WOODRUFF & SMART, A

PROFESSIONAL CORPORATION
LEGAL SERVICES - APRIL 2026 100120 54020 $17,061.00
6/2/2026 WOODRUFF & SMART, A

PROFESSIONAL CORPORATION
LEGAL SERVICES - APRIL 2026 100120 54020 $253.80
6/2/2026 WOODRUFF & SMART, A

PROFESSIONAL CORPORATION
LEGAL SERVICES - APRIL 2026 100120 54020 $112.80
6/2/2026 WOODRUFF & SMART, A

PROFESSIONAL CORPORATION
LEGAL SERVICES - APRIL 2026 100120 54020 $197.40
6/2/2026 WOODRUFF & SMART, A

PROFESSIONAL CORPORATION
LEGAL SERVICES - APRIL 2026 100120 54020 $3,412.20
6/2/2026 WOODRUFF & SMART, A

PROFESSIONAL CORPORATION
LEGAL SERVICES - APRIL 2026 100120 54020 $394.80
CHECK TOTAL $23,265.00
19153 6/2/2026 YUNEX CORP TS MAINTENANCE/CALL-OUTS - MAR 2026
207650 55536 $8,949.61
6/2/2026 YUNEX CORP TS MAINTENANCE - APR 2026 207650 55536 $5,711.62 6/2/2026 YUNEX CORP TS MAINT/CALL-OUTS - APR 2026 207650 55536 $7,104.45 CHECK TOTAL $21,765.68
GRAND TOTAL $791,404.73

Page 30 of 655 ends

Agenda Item #: 6.3
Meeting Date: June 16, 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 May 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 - May 2026

2. Treasurer's Statement and Portfolio Report - May 2026 signed

Page 31 of 655 ends

CASH & INVESTMENT BALANCES
Cash Funds
General Account $2,948,600.14
Payroll Account $0.00
Change Fund - General Fund $630.00
Petty Cash Account $303.00
Cash With Fiscal Agent (US Bank 2021 Bonds) $97,881.89
Total Cash Funds $3,047,415.03
City & LAIF Invested Funds (Book Value):

Local Agency Investment Fund $25,372,656.38
City-Managed Fixed-Income Securities (0-5 year maturity) $49,101,728.90 Total Investment Funds (Book Value) $74,474,385.28
Fiscal Year-To-Date Effective Rate of Return (City Funds & LAIF) 3.92% (11 months) Fiscal YTD Interest Earnings (City Funds & LAIF) $2,418,606.70 (11 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) $1,136,112.95 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 $102,165.61 (11 months)
OPEB Trust Ending Balance (05/30/2026) $1,136,112.95
GRAND TOTAL - CASH & INVESTMENTS $78,657,913.26

CITY OF DIAMOND BAR - CITY TREASURER'S CASH BALANCE REPORT AS OF MAY 31, 2026

Page 32 of 655 ends

INVESTMENTS BOOK VALUE

PERCENT OF

PORTFOLIO TERM

DAYS TO

MATURITY

YIELD TO

MATURITY
Federal Credit Union CD $12,639,000.00 16.97% 1,565 690 4.315% Local Agency Investment Fund $25,372,656.38 34.07% 1 1 3.810% Corporate Notes $10,392,443.05 13.95% 1,677 1,407 4.635% Federal Agency Coupon Securities $6,637,636.95 8.91% 1,564 339 4.104% Treasury Coupon Securities $3,097,914.17 4.16% 1,813 620 2.986% Federal Agency Callable $4,500,000.00 6.04% 1,826 151 2.023% Certificates of Deposit-Banks $5,277,692.85 7.09% 1,596 706 4.326% Municipal Bonds $1,563,226.43 2.10% 1,585 341 4.738%
Money Market Fund $4,993,815.45 6.71% 1 1 3.590%
Total Investments and Averages $74,474,385.28 100.00% 972 436 3.936%

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.
$237,757.80 $2,418,606.70

3.91% 3.92%

CITY OF DIAMOND BAR

INVESTMENT PORTFOLIO SUMMARY REPORT
MAY 31,2026

MONTH ENDING FISCAL YEAR-TO-DATE
MAY 31,2026 2025-2026

Page 33 of 655 ends

City of Diamond Bar
Portfolio Management
May 31, 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 12,639,000.00 12,748,457.25 12,639,000.00 16.97 1,565 690 4.315 Local Agency Investment Funds 25,372,656.38 24,987,715.10 25,372,656.38 34.07 1 1 3.810 Corporate Notes 10,850,000.00 10,427,755.25 10,392,443.05 13.95 1,677 1,407 4.635 Federal Agency Coupon Securities 6,625,000.00 6,661,061.55 6,637,636.95 8.91 1,564 339 4.104 Treasury Coupon Securities 3,125,000.00 3,069,040.85 3,097,914.17 4.16 1,813 620 2.986 Federal Agency Callable 4,500,000.00 4,365,337.50 4,500,000.00 6.04 1,826 151 2.023 Certificate of Deposit 5,339,000.00 5,311,569.59 5,277,692.85 7.09 1,596 706 4.326 Municipal Bonds 1,595,000.00 1,544,199.64 1,563,226.43 2.10 1,585 341 4.738 Money Market Fund 4,993,815.45 4,993,815.45 4,993,815.45 6.71 1 1 3.590 74,474,385.28 100.00%
Investments
75,039,471.83 74,108,952.18 972 436 3.936
Current Year
May 31
237,757.80
Fiscal Year To Date
2,418,606.70
Average Daily Balance
Effective Rate of Return
71,525,295.14 67,254,311.37

3.91% 3.92%
Total Earnings Month Ending
__________________________________________________ ____________________ Jason M. Jacobsen, Finance Director
Portfolio POOL
AP
Reporting period 05/01/2026-05/31/2026
Run Date: 06/10/2026 - 12:18 PM (PRF_PM1) 7.3.0
Report Ver. 7.3.6.1
06/10/2026

Page 34 of 655 ends

Days to
Maturity

Page 1 ends

Par Value Book Value
Maturity
Date
Stated
Market Value Rate
May 31, 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 1,826 198 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 1,156 4.450 07/31/2029 01025RAT6 10750 ALABAMA CREDIT UNION 07/09/2025 249,000.00 249,000.00 249,000.00 4.150 730 403 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 1,144 4.450 07/19/2029 011852AE0 10547 Alaska USA FCU 03/08/2023 249,000.00 252,861.74 249,000.00 4.600 1,827 646 4.600 03/08/2028 052392BT3 10495 AUSTIN TELCO FCU 09/21/2022 249,000.00 248,064.26 249,000.00 3.800 1,826 477 3.800 09/21/2027 07181JBH6 10697 Baxter Credit Union 08/22/2024 249,000.00 251,516.15 249,000.00 4.350 1,461 813 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 1,101 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 1,484 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 1,826 421 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 1,078 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 1,827 962 4.000 01/18/2029 19058RAG6 10684 COASTAL1CU 07/22/2024 249,000.00 252,914.28 249,000.00 4.550 1,460 781 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 1,163 4.250 08/07/2029 23204HPM4 10678 Customers Bank 06/11/2024 244,000.00 247,884.48 244,000.00 4.850 1,095 375 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 1,827 875 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 1,184 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 1,086 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 1,095 384 4.850 06/20/2027 33610RVR1 10685 FIRST PREMIER BANK 07/17/2024 244,000.00 247,068.79 244,000.00 4.450 1,461 777 4.450 07/17/2028 42228LAH4 10496 HEALTHCARE SYSTEMS FCU 09/21/2022 249,000.00 247,762.47 249,000.00 3.600 1,461 112 3.600 09/21/2026 42869GAB2 10639 Hickam 01/31/2024 249,000.00 250,321.19 249,000.00 4.150 1,461 609 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 1,827 245 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 1,826 486 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 77 4.650 08/17/2026 50625LBR3 10606 LAFAYETTE FCU 11/30/2023 248,000.00 252,246.01 248,000.00 5.250 1,096 182 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 1,827 819 5.000 08/28/2028 55026MAE5 10487 LUMINATE BANK 09/15/2022 249,000.00 245,970.67 249,000.00 3.400 1,826 471 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 91 4.000 08/31/2026 58404DUA7 10622 Medallion Bank 12/29/2023 248,000.00 249,798.74 248,000.00 4.500 1,096 211 4.500 12/29/2026 61690DQK7 10662 Morgan Stanley Bank 05/08/2024 244,000.00 248,468.37 244,000.00 4.700 1,461 707 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 1,480 4.300 06/20/2030 654062LP1 10643 NICOLET NATIONAL BANK 03/08/2024 249,000.00 250,835.88 249,000.00 4.250 1,826 1,011 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 7 5.050 06/08/2026 682325EK7 10676 One Community Bank 06/18/2024 249,000.00 252,002.94 249,000.00 4.850 913 200 4.850 12/18/2026 722000AC0 10575 PIMA FEDERAL CREDIT 08/17/2023 248,000.00 251,496.55 248,000.00 5.300 1,096 77 5.300 08/17/2026 Portfolio POOL
AP
Run Date: 06/10/2026 - 12:18 PM (PRF_PM2) 7.3.0
Report Ver. 7.3.6.1

Page 35 of 655 ends

Days to
Maturity

Page 2 ends

Par Value Book Value
Maturity
Date
Stated
Market Value Rate
May 31, 2026
Portfolio Details - Investments
Average
Balance Issuer
Portfolio Management
City of Diamond Bar
YTM/C
CUSIP Investment # Term
Purchase
Date
Federal Credit Union CD
77357DAB4 10607 ROCKLAND FCU 11/30/2023 248,000.00 255,737.85 248,000.00 5.000 1,827 913 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 1,660 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 1,317 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 1,095 297 4.750 03/25/2027 89235MNT4 10442 Toyota Financial SGS Bank 07/22/2022 248,000.00 245,192.14 248,000.00 3.400 1,826 416 3.400 07/22/2027 89839KAD7 10604 TRUSTSTAR BANK 11/22/2023 248,000.00 253,735.25 248,000.00 4.750 1,827 905 4.750 11/22/2028 88709RBH1 10677 Timberland Bank Hoquaim 06/12/2024 249,000.00 251,960.11 249,000.00 4.850 912 193 4.850 12/11/2026 89854LAD5 10564 TTCU FED CU 07/26/2023 248,000.00 255,131.24 248,000.00 5.000 1,827 786 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 1,016 4.250 03/13/2029 91739JAD7 10589 UTAH FIRST CD 10/30/2023 248,000.00 256,390.83 248,000.00 5.100 1,827 882 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 1,826 486 4.100 09/30/2027 91823MBE4 10499 VCC BANK 10/14/2022 249,000.00 249,741.02 249,000.00 4.250 1,461 135 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 1,095 4.500 05/31/2029 949764JY1 10617 Wells Fargo 12/27/2023 248,000.00 248,606.61 248,000.00 4.100 1,827 940 4.100 12/27/2028 98138MCA6 10590 WORKERS FCU 10/30/2023 248,000.00 257,163.35 248,000.00 5.200 1,827 882 5.200 10/30/2028 Subtotal and Average 12,639,000.00 12,639,000.00 12,748,457.25 12,639,000.00 1,565 690 4.315 Local Agency Investment Funds
LAIF 10028 Local Agency Investment Fund 25,372,656.38 24,987,715.10 25,372,656.38 3.810 1 1 3.810 Subtotal and Average 24,224,269.28 25,372,656.38 24,987,715.10 25,372,656.38 1 1 3.810 Corporate Notes
023135DD5 10761 Amazon.Com Inc 03/25/2026 500,000.00 495,343.47 495,343.47 4.250 1,814 1,746 4.469 03/13/2031 04351LAD2 10757 Ascension Health 03/24/2026 500,000.00 498,272.17 498,272.17 4.294 1,697 1,628 4.380 11/15/2030 06654DAD9 10758 Banner Health 03/24/2026 500,000.00 448,914.39 448,914.39 1.897 1,744 1,675 4.391 01/01/2031 06406YAA0 10732 Bank of NY Mello Corp. 01/13/2025 350,000.00 336,085.75 331,404.50 3.300 1,683 1,179 5.170 08/23/2029 06048WR36 10515 Bank of America Corp. 12/27/2022 500,000.00 478,120.00 485,934.85 2.000 1,638 386 5.000 06/22/2027 072863AH6 10760 Baylor Scott & White Hlding 03/24/2026 500,000.00 448,937.89 448,937.89 1.777 1,697 1,628 4.331 11/15/2030 17325FBK3 10733 CITIBANK 01/13/2025 350,000.00 357,378.35 347,987.71 4.838 1,666 1,131 5.042 08/06/2029 17325FBP2 10763 CITIBANK 04/27/2026 350,000.00 357,180.23 357,180.23 4.914 1,493 1,428 4.430 05/29/2030 79466LAR5 10769 SALES FORCE 04/27/2026 350,000.00 351,354.14 351,354.14 4.650 1,053 990 4.499 03/15/2029 29736RAP5 10737 ESTEE LAUDER CO 03/25/2025 300,000.00 276,582.30 278,248.19 2.375 1,712 1,279 4.707 12/01/2029 24422EXB0 10668 JOHN DEERE CAPITAL CORP 05/29/2024 500,000.00 512,160.00 499,706.62 4.950 1,507 774 4.979 07/14/2028 46647PAX4 10731 JP Morgan Chase 01/07/2025 400,000.00 400,666.80 394,686.62 4.452 1,793 918 4.980 12/05/2029 49177JAH5 10738 KENVUE INC 03/25/2025 300,000.00 309,040.50 304,122.16 5.000 1,823 1,390 4.581 03/22/2030 57284PAA9 10759 Marshfield Clinic Health 03/24/2026 500,000.00 471,520.39 471,520.39 2.703 1,424 1,355 4.391 02/15/2030 Portfolio POOL
AP
Run Date: 06/10/2026 - 12:18 PM (PRF_PM2) 7.3.0

Page 36 of 655 ends

Days to
Maturity

Page 3 ends

Par Value Book Value
Maturity
Date
Stated
Market Value Rate
May 31, 2026
Portfolio Details - Investments
Average
Balance Issuer
Portfolio Management
City of Diamond Bar
YTM/C
CUSIP Investment # Term
Purchase
Date
Corporate Notes
58933YBX2 10782 MERCK & CO INC 05/18/2026 400,000.00 392,158.33 392,158.33 4.150 1,762 1,720 4.610 03/15/2031 59217GFT1 10734 MET LIFE GLOBAL 01/09/2025 500,000.00 509,891.00 499,488.01 4.900 1,826 1,318 4.932 01/09/2030 30303MAB8 10781 META PLATFORMS 05/18/2026 400,000.00 392,677.35 392,677.35 4.200 1,642 1,628 4.660 11/15/2030 637432NV3 10739 NATIONAL RURAL UTILITIES COOPE 03/25/2025 300,000.00 275,971.50 277,011.65 2.400 1,816 1,383 4.691 03/15/2030 74340XCQ2 10770 PROLOGIS LP 04/27/2026 350,000.00 355,487.87 355,487.87 4.750 1,724 1,689 4.369 01/15/2031 74340XCA7 10772 PROLOGIS LP 05/06/2026 350,000.00 309,119.34 309,119.34 1.750 1,732 1,706 4.561 02/01/2031 808513BX2 10740 CHARLES SCHWAB 03/25/2025 300,000.00 281,379.00 283,372.69 2.750 1,651 1,218 4.611 10/01/2029 808513BG9 10775 CHARLES SCHWAB 05/06/2026 350,000.00 306,900.94 306,900.94 1.650 1,770 1,654 4.551 03/11/2031 010392GE2 10773 ALABAMA POWER CO 05/06/2026 350,000.00 346,546.58 346,546.58 4.300 1,774 1,748 4.531 03/15/2031 857477BP7 10762 State Street Corp 03/25/2026 500,000.00 449,285.13 449,285.13 2.200 1,804 1,736 4.609 03/03/2031 872540AW9 10783 TJX CO INC 05/18/2026 400,000.00 348,211.38 348,211.38 1.600 1,823 1,720 4.550 05/15/2031 91324PFA5 10771 UNITED HEALTH GROUP INC 04/27/2026 400,000.00 408,750.38 408,750.38 4.900 1,814 1,779 4.395 04/15/2031 91159HJA9 10774 US BANK CORP 05/06/2026 350,000.00 309,820.07 309,820.07 1.375 1,388 1,362 4.781 02/22/2030 Subtotal and Average 9,562,075.33 10,850,000.00 10,427,755.25 10,392,443.05 1,677 1,407 4.635 Federal Agency Coupon Securities
17325FBB3 10631 CITIBANK 01/30/2024 750,000.00 784,097.25 764,748.60 5.803 1,704 851 4.847 09/29/2028 3133EPCG8 10545 Federal Farm Credit Bank 03/01/2023 1,000,000.00 1,006,393.00 998,108.42 4.125 1,736 548 4.267 12/01/2027 3133EPQC2 10572 Federal Farm Credit Bank 08/02/2023 1,000,000.00 1,006,442.00 999,956.81 4.625 1,080 46 4.661 07/17/2026 3130ASGU7 10432 Federal Home Loan Bank 06/16/2022 1,000,000.00 992,955.00 999,812.42 3.500 1,821 375 3.520 06/11/2027 3130ASJ59 10447 Federal Home Loan Bank 07/18/2022 1,000,000.00 993,763.00 1,000,066.60 3.375 1,425 11 3.141 06/12/2026 3130AWMN7 10563 Federal Home Loan Bank 07/21/2023 500,000.00 509,053.50 501,797.22 4.375 1,785 739 4.177 06/09/2028 3130B2F59 10706 Federal Home Loan Bank 08/20/2024 575,000.00 571,303.90 575,000.00 4.250 1,816 70 4.250 08/10/2029 45818WED4 10498 INTER-AMERICAN DEV. BANK 09/13/2022 500,000.00 491,113.00 497,421.11 2.980 1,731 374 3.902 06/10/2027 61746BCY0 10708 Morgan Stanley Bank 08/01/2024 300,000.00 305,940.90 300,725.77 6.250 738 69 4.888 08/09/2026 Subtotal and Average 6,637,985.76 6,625,000.00 6,661,061.55 6,637,636.95 1,564 339 4.104 Treasury Coupon Securities
91282CMG3 10735 UST 02/13/2025 300,000.00 305,871.00 297,782.68 4.250 1,813 1,340 4.477 01/31/2030 91282CMD0 10736 UST 02/13/2025 325,000.00 333,150.35 323,806.33 4.375 1,782 1,309 4.489 12/31/2029 91282CDQ1 10403 U.S. Treasury 01/04/2022 1,000,000.00 962,539.00 999,397.21 1.250 1,822 213 1.357 12/31/2026 91282CEW7 10436 U.S. Treasury 07/14/2022 1,000,000.00 991,133.00 1,002,344.27 3.250 1,812 394 3.014 06/30/2027 91282CEE7 10654 U.S. Treasury 04/08/2024 500,000.00 476,347.50 474,583.68 2.375 1,818 1,034 4.393 03/31/2029 Subtotal and Average 3,097,553.76 3,125,000.00 3,069,040.85 3,097,914.17 1,813 620 2.986 Portfolio POOL
AP
Run Date: 06/10/2026 - 12:18 PM (PRF_PM2) 7.3.0

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Days to
Maturity

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Par Value Book Value
Maturity
Date
Stated
Market Value Rate
May 31, 2026
Portfolio Details - Investments
Average
Balance Issuer
Portfolio Management
City of Diamond Bar
YTM/C
CUSIP Investment # Term
Purchase
Date
Federal Agency Callable
3133ENKG4 10397 Federal Farm Credit Bank 01/11/2022 1,000,000.00 964,163.00 1,000,000.00 1.470 1,826 224 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 1,826 239 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 23 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 57 1.700 01/28/2027 Subtotal and Average 4,500,000.00 4,500,000.00 4,365,337.50 4,500,000.00 1,826 151 2.023 Certificate of Deposit
06406GAA9 10717 Bank of NY Mello Corp. 08/01/2024 500,000.00 481,544.00 481,560.04 3.000 1,551 790 4.702 10/30/2028 06051GGA1 10716 Bank of America Corp. 08/01/2024 300,000.00 294,235.50 294,826.53 3.248 1,176 507 4.596 10/21/2027 23288UAA5 10555 Cy Fair FCU 05/19/2023 249,000.00 250,684.98 249,000.00 4.350 1,461 352 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 1,053 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 1,053 4.550 04/19/2029 38149MZJ5 10260 Goldman Sachs Bank 09/08/2021 248,000.00 239,465.58 248,000.00 1.050 1,826 99 1.051 09/08/2026 69353RFG8 10669 PNC BANK NA 05/29/2024 500,000.00 487,655.50 485,858.40 3.100 1,244 511 5.335 10/25/2027 88413QDM7 10455 Third Fed Savings & Loan 07/27/2022 245,000.00 242,205.53 245,000.00 3.400 1,826 421 3.402 07/27/2027 89236TLD5 10670 Toyota MTR Credit Corp 05/29/2024 500,000.00 508,115.50 500,478.93 5.400 905 172 5.179 11/20/2026 882508CG7 10653 TEXAS INSTRUME 04/01/2024 750,000.00 762,558.75 752,108.91 4.600 1,774 983 4.480 02/08/2029 90348JS92 10261 UBS Bank USA 09/09/2021 248,000.00 239,160.04 248,000.00 0.950 1,826 100 0.000 09/09/2026 91159HHW3 10715 US BANK CORP 08/01/2024 300,000.00 283,976.40 283,666.63 3.000 1,824 1,155 4.938 07/30/2029 91282CKG5 10657 UST 04/22/2024 750,000.00 760,048.50 740,193.41 4.125 1,804 1,034 4.647 03/31/2029 Subtotal and Average 5,276,564.28 5,339,000.00 5,311,569.59 5,277,692.85 1,596 706 4.326 Municipal Bonds
54438CYL0 10523 LOS ANGELES CA CMNTY CLG DIST 01/05/2023 365,000.00 353,271.82 363,046.20 1.174 1,304 61 4.700 08/01/2026 738850TA4 10522 POWAY UNIFIED SCHOOL DIST 01/04/2023 1,230,000.00 1,190,927.82 1,200,180.23 2.414 1,670 426 4.750 08/01/2027 Subtotal and Average 1,561,773.21 1,595,000.00 1,544,199.64 1,563,226.43 1,585 341 4.738 Wells Fargo Sweep Account
SWEEP 10036 Wells Fargo 07/01/2012 0.00 0.00 0.00 0.010 1 1 0.010 Subtotal and Average 0.00 0.00 0.00 0.00 0 0 0.000
Money Market Fund
857492888 10562 State Street Advisors 05/31/2023 4,993,815.45 4,993,815.45 4,993,815.45 3.590 1 1 3.590 52470G882 10561 Western Asset 05/25/2023 0.00 0.00 0.00 5.150 1 1 5.150 Subtotal and Average 4,026,073.51 4,993,815.45 4,993,815.45 4,993,815.45 1 1 3.590 Portfolio POOL
AP
Run Date: 06/10/2026 - 12:18 PM (PRF_PM2) 7.3.0

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Days to
Maturity

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Par Value Book Value
Stated
Market Value Rate
May 31, 2026
Portfolio Details - Investments
Average
Balance Issuer
Portfolio Management
City of Diamond Bar
YTM/C
CUSIP Investment # Term
Purchase
Date
Total and Average 71,525,295.14 75,039,471.83 74,108,952.18 74,474,385.28 972 436 3.936 Portfolio POOL
AP
Run Date: 06/10/2026 - 12:18 PM (PRF_PM2) 7.3.0

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Days to
Maturity

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Par Value Book Value
Stated
Market Value Rate
May 31, 2026
Portfolio Details - Cash
Average
Balance Issuer
Portfolio Management
City of Diamond Bar
YTM/C
CUSIP Investment # Term
Purchase
Date

0.00 71,525,295.14 75,039,471.83 972 436 3.936
Average Balance 0 0
Total Cash and Investments 74,108,952.18 74,474,385.28
Portfolio POOL
AP
Run Date: 06/10/2026 - 12:18 PM (PRF_PM2) 7.3.0

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Page 1 ends

Stated
Rate
Transaction
Date
May 1, 2026 through May 31, 2026
Activity By Type
Balance
Portfolio Management
City of Diamond Bar
CUSIP Investment # Issuer
Purchases
or Deposits
Redemptions
or Withdrawals
Federal Credit Union CD
Subtotal 12,639,000.00
Local Agency Investment Funds (Monthly Summary)
LAIF 10028 Local Agency Investment Fund 3.810 3,000,000.00 2,800,000.00 Subtotal 3,000,000.00 2,800,000.00 25,372,656.38
Corporate Notes
58933YBX2 10782 MERCK & CO INC 4.150 05/18/2026 392,099.20 0.00 30303MAB8 10781 META PLATFORMS 4.200 05/18/2026 392,618.00 0.00 74340XCA7 10772 PROLOGIS LP 1.750 05/06/2026 308,511.00 0.00 808513BG9 10775 CHARLES SCHWAB 1.650 05/06/2026 306,274.50 0.00 010392GE2 10773 ALABAMA POWER CO 4.300 05/06/2026 346,496.50 0.00 872540AW9 10783 TJX CO INC 1.600 05/18/2026 347,834.00 0.00 91159HJA9 10774 US BANK CORP 1.375 05/06/2026 309,071.00 0.00 Subtotal 2,402,904.20 0.00 10,392,443.05
Federal Agency Coupon Securities
Subtotal 6,637,636.95
Treasury Coupon Securities
Subtotal 3,097,914.17
Federal Agency Callable
Subtotal 4,500,000.00
Certificate of Deposit
Subtotal 5,277,692.85
Municipal Bonds
Subtotal 1,563,226.43
Wells Fargo Sweep Account
Subtotal 0.00
Portfolio POOL
AP
Run Date: 06/10/2026 - 12:18 PM (PRF_PM3) 7.3.0
Report Ver. 7.3.6.1

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Stated
Rate
Transaction
Date
May 1, 2026 through May 31, 2026
Activity By Type
Balance
Portfolio Management
City of Diamond Bar
CUSIP Investment # Issuer
Purchases
or Deposits
Redemptions
or Withdrawals
Money Market Fund
857492888 10562 State Street Advisors 3.590 2,512,373.84 2,400,000.00 Subtotal 2,512,373.84 2,400,000.00 4,993,815.45
Total 7,915,278.04 5,200,000.00 74,474,385.28
Portfolio POOL
AP
Run Date: 06/10/2026 - 12:18 PM (PRF_PM3) 7.3.0

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Page 1 ends

May 2025 through May 2026
Distribution of Investments By Type
Portfolio Management
City of Diamond Bar
May June July Average
2025 2025 by Period
August September October
2025 2025
November December January
2025 2026
February April
2026 2026
May
Security Type 2026
March
2025 2025 2025 2026
Federal Credit Union CD 21.4 22.5 23.1 23.5 23.5 22.5 23.2 22.4 19.9 19.2 18.3 17.6 17.0 21.1% Local Agency Investment Funds 13.2 15.1 14.5 13.4 13.9 13.7 14.3 13.6 27.3 33.6 36.1 35.1 34.1 21.4% Negotiable CDs
Corporate Notes 5.1 5.3 5.4 5.6 5.8 5.8 5.9 5.6 5.3 5.3 9.4 11.1 14.0 6.9% Federal Agency Coupon Securities 11.4 11.0 11.3 11.7 12.1 12.0 12.3 11.7 10.9 10.9 9.6 9.3 8.9 11.0% Federal Agency Disc. -Amortizing
Treasury Coupon Securities 8.5 7.3 7.5 7.8 6.5 4.8 5.0 4.7 4.4 4.4 4.5 4.3 4.2 5.7% Treasury Discounts -Amortizing
Federal Agency Callable 10.1 11.1 11.5 11.8 11.0 11.0 10.5 9.2 8.6 7.2 6.5 6.3 6.0 9.3% Certificate of Deposit 9.5 9.4 9.3 9.6 9.9 9.9 10.2 9.7 9.0 9.1 8.1 7.4 7.1 9.1% Callables
Municipal Bonds 2.5 2.2 2.3 2.3 2.4 2.4 2.5 2.4 2.2 2.2 2.3 2.2 2.1 2.3% Wells Fargo Sweep Account
Money Market Fund 18.4 16.2 15.2 14.4 14.9 18.0 16.2 20.8 12.3 8.1 5.3 6.8 6.7 13.3% Floating Rate Notes
Portfolio POOL
AP
Run Date: 06/10/2026 - 12:18 PM (PRF_PM5) 7.3.0
Report Ver. 7.3.6.1

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Agenda Item #: 6.4
Meeting Date: June 16, 2026

CITY COUNCIL AGENDA REPORT
TO: Honorable Mayor and Members of the City Council
FROM: Daniel Fox, City Manager
SUBJECT: Professional Services Agreement with Diana Cho and Associates through June 30, 2031.

STRATEGIC GOAL: Safe, Sustainable and Healthy Community RECOMMENDATION:

Approve, and authorize the City Manager to sign, the Professional Services Agreement with Diana Cho and Associates for CDBG Program administration services through June 30, 2031.

FINANCIAL IMPACT:

The total not-to-exceed amount of the Agreement is $300,000. Payments to the Consultant are limited annually to no more than 20% of the annual Community Development Block Grant (CDBG) budget, excluding the Home Improvement Program (HIP), which is managed by a separate consultant.

It is estimated that annual payments to the Consultant will average $60,000 over the term of the contract, but ultimately depends on the annual CDBG budget totals. For FY 2026/27, the CDBG budget allocation for nonHIP programs is approximately $200,000, of which approximately $40,000 will be spent on administrative costs.

For subsequent years, the annual amount will be based on future CDBG budget allocations, which tend to increase year-over-year.

BACKGROUND:

The City receives annual CDBG funds disbursed through the Los Angeles County Development Authority (LACDA). The funds have historically been used for a variety of capital and service-based programs, such as park and sidewalk ADA improvements, and senior programs. As a contract City, Diamond Bar has utilized professional consultants to provide labor and contract compliance services to oversee use of CDBG funds and ensure compliance with federal and LACDA rules and regulations.

On July 1, 2021, the City entered into a five-year Professional Services Agreement with Diana Cho and Associates to administer the CDBG program, which expires on June 30, 2026.

ANALYSIS:

On April 28, 2026, the City published a detailed Request for Proposals (RFP) through PlanetBids, inviting qualified

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Agenda Item #: 6.4
Meeting Date: June 16, 2026
consulting firms to submit proposals to administer the CDBG program. Four firms submitted proposals: City Consultants & Research, LLC, Diana Cho and Associates, The Ramsay Group, and Willdan Engineering. Two other firms responded that they would be unable to submit proposals.

A direct cost comparison based on hourly rates from the four proposals is provided below:

Based on the proposals received, Diana Cho and Associates is recommended for award of the contract for CDBG Program Administration Services. The proposal demonstrates the strongest combination of directly relevant experience, familiarity with the City’s existing CDBG program, and practical understanding of LACDA administrative requirements. Diana Cho and Associates has provided CDBG administration services to the City of Diamond Bar since 1993 and currently administers the City’s program, including contract, labor, and Section 3 compliance monitoring. The firm’s proposal reflects extensive experience with LACDA procedures, including Exhibit A preparation, Planning Summaries, Quarterly Performance Reports, funding requests, Davis-Bacon compliance, and audit coordination, all of which are directly applicable to the City’s participation in the Los Angeles Urban County CDBG Program.

In addition to demonstrated qualifications, the proposal presents the clearest and most administratively manageable cost structure. The proposal includes a not-to-exceed amount of $36,000 and specifies that additional services would be contingent upon the availability of budgeted funds, providing a clear framework for cost control and reducing the risk of exceeding available program administration resources. Given the firm’s longstanding institutional knowledge of the City’s program, demonstrated performance, and familiarity with LACDA requirements and monitoring practices, the selection of Diana Cho and Associates is expected to provide continuity, minimize administrative disruption, and support continued compliance with federal and County program requirements.

LEGAL REVIEW:

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

PREPARED BY:

Greg Gubman, Director, Community Development
ATTACHMENTS:

1. Professional Services Agreement

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1 PROFESSIONAL SERVICES AGREEMENT
CDBG Non-Design Professional
THIS AGREEMENT (the "Agreement") is made as of July 1, 2026 by and between the City of Diamond Bar, a municipal corporation ("City") and Diana Cho and Associates, a sole proprietor. ("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 performance of CDBG program administration services as set forth in Exhibit “A” (Scope of Services), which is incorporated herein by this reference.

Consultant shall perform such services in accordance with the compensation provisions set forth in Exhibit “A” and in compliance with all applicable federal, state, and local requirements, including those set forth in Exhibit “B” (Federal/County Requirements).

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, and that it is fully qualified to perform such services by virtue of its experience and the training, education, and expertise of its principals and employees.

The Community Development Director, or designee, shall serve as the City’s Project Manager. Consultant shall coordinate its services with the City’s Project Manager as required, and all work performed shall be subject to the review and approval of the City.

2. Term of Agreement. This Agreement shall take effect July 1, 2026, and shall continue until June 30, 2031 (“Term”) unless earlier terminated pursuant to the provisions herein.

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. The sum of payments to Consultant per fiscal year shall not exceed twenty (20) percent of the adopted CDBG budget, excluding the Home Improvement Program, for that same fiscal year without the prior written consent of the City. Total payments to Consultant pursuant to this Agreement shall not exceed THREE HUNDRED THOUSAND Dollars ($300,000) 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.

4. Payment.

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2 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.

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.

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

5. Records and Audits. The Consultant shall maintain accounts and records, including personnel, property and financial records, adequate to identify and account for all costs pertaining to this Agreement and such other records as may be deemed necessary by the City to assure proper accounting for all project funds, both federal and non-federal shares. These records will be made available for audit purposes to the CITY, LACDA, HUD or any authorized representative, and will be retained five (5) years after the expiration of this Agreement unless permission to destroy them is granted by the City. (24 CFR Part 200)

6. 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/her 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.

7. Priority of Documents. In the event of any inconsistency between the provisions of this Agreement and any exhibit attached hereto, the provisions of this Agreement shall control; provided, however, that to the extent this Agreement is funded in whole or in part with Community Development Block Grant (CDBG) funds, any applicable federal, state, or county laws, regulations, or requirements, including those set forth in Exhibit “B”, shall control over any conflicting provision of this Agreement or its exhibits.

Consultant shall comply with the most stringent applicable requirement in the event of any conflict among federal, state, or local requirements.

8. 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, except as specifically provided herein. 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 employees of City.

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3 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 or State agency or 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 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 City of Diamond Bar business license.

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.

9. 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.

10. Indemnification.

Consultant shall indemnify, defend with counsel approved by City, and hold harmless City, its officers, officials, employees 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) of every nature arising out of or in connection with:
(1) Any and all claims under Workers’ Compensation Act and other employee benefit acts with respect to Consultant’s employees or Consultant’s contractor’s employees arising out of Consultant’s work under this Agreement; and (2) Any and all claims arising out of Consultant's performance of work hereunder or its failure to comply with any of its obligations contained in this Agreement, regardless of City’s passive negligence, but excepting such loss or damage which is caused by the sole active negligence or willful misconduct of the

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4 City. Should City in its sole discretion find Consultant’s legal counsel unacceptable, 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. It is expressly understood and agreed that the foregoing provisions are intended to be as broad and inclusive as is permitted by the law of the State of California and will survive termination of this Agreement. Except for the Indemnitees, this Agreement shall not be construed to extend to any third-party indemnification rights of any kind.
(3) The Consultant's obligations to indemnify, defend and hold harmless the City shall survive termination of this Agreement.

11. Insurance.

A. Consultant shall at all times during the term of this Agreement 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; (2) automotive liability insurance written on an occurrence basis covering all owned, non-owned and hired automobiles, with minimum combined single limits coverage of $2,000,000.00; and
(3) 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.

B. The City, its officers, employees, agents, and volunteers 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 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 at least ten (10) days 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 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.

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5 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. Consultant understands and agrees that satisfaction of this requirement is an express condition precedent to the effectiveness of this Agreement. 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.

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 Consultant 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 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.

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6 dissemination by City. Consultant may, however, make and retain such copies of said documents and materials as Consultant may desire.

14. Maintenance and Inspection of Records. In accordance with generally accepted accounting principles, Consultant and its subcontractors shall maintain reasonably full and complete books, documents, papers, accounting records, and other information (collectively, the “records”) pertaining to the costs of and completion of services performed under this Agreement. The City and any of their authorized representatives shall have access to and the right to audit and reproduce any of Consultant's records regarding the services provided under this Agreement. Consultant shall maintain all such records for a period of at least five (5) years after termination or completion of this Agreement. Consultant agrees to make available all such records for inspection or audit at its offices during normal business hours and upon three (3) days’ notice from the City, and copies thereof shall be furnished if requested.

15. Conflict of Interest.

A. Consultant shall comply with all applicable federal, state, and local conflict of interest laws and regulations, including but not limited to 24 CFR §570.611 and 2 CFR §200.318(c).

B. Consultant represents and warrants that it presently has no interest, and shall not acquire any interest, direct or indirect, that would conflict in any manner or degree with the performance of services under this Agreement. Consultant further covenants that, in the performance of this Agreement, no person having such an interest shall be employed by it. Consultant shall avoid both actual conflicts of interest and the appearance of conflicts of interest.

C. Consultant shall disclose in writing to the City any actual or potential conflict of interest prior to execution of this Agreement and promptly upon becoming aware of any such conflict during the term of this Agreement, including any other employment, contractual relationship, or financial interest that may create a conflict with the interests of the City, the Los Angeles County Development Authority (LACDA), or the CDBG program.

D. No person who exercises or has exercised any functions or responsibilities with respect to CDBG activities, or who is in a position to participate in a decision-making process or gain inside information with regard to such activities, may obtain a financial interest or benefit from a CDBG-assisted activity, or have a financial interest in any contract, subcontract, or agreement with respect to a CDBG-assisted activity, either for themselves or for those with whom they have business or immediate family ties, during their tenure or for one (1) year thereafter.

E. Consultant covenants that it shall not give or receive any compensation, monetary or otherwise, from any vendor, contractor, or subcontractor in connection with the performance of this Agreement, where such compensation could reasonably be expected to influence the performance of Consultant’s duties.

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7 F. Consultant shall incorporate the substance of this section into all subcontracts funded in whole or in part with CDBG funds.

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. Non-Discrimination and Equal Employment Opportunity.

A. General Non-Discrimination.

Consultant shall not discriminate as to race, color, creed, religion, sex, Consultant shall not discriminate in the performance of this Agreement on the basis of race, color, creed, religion, sex, gender identity, sexual orientation, marital status, national origin, ancestry, age, physical or mental disability, medical condition, or any other characteristic protected by applicable law. Such nondiscrimination shall include, but not be limited to, employment, upgrading, demotion, transfer, recruitment, recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship.

B. Compliance with Federal Requirements.

Consultant shall comply with all applicable federal nondiscrimination laws and regulations, including but not limited to:
• Title VI of the Civil Rights Act of 1964;
• Section 109 of the Housing and Community Development Act of 1974; • The Age Discrimination Act of 1975;
• Section 504 of the Rehabilitation Act of 1973;
• The Americans with Disabilities Act; and
• Executive Order 11246 and its implementing regulations.

Consultant shall take affirmative action as required to ensure nondiscrimination in employment and program delivery and shall comply with all applicable implementing regulations.

C. Limited English Proficiency (LEP).

Consultant shall comply with Executive Order 13166 and applicable HUD guidance to ensure meaningful access to programs and activities by persons with limited English proficiency.

D. Section 3 Requirements.

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8 To the greatest extent feasible, Consultant shall provide opportunities for training and employment to low- and moderate-income residents and shall award contracts for work in connection with this Agreement to business concerns that provide economic opportunities to such persons, consistent with Section 3 of the Housing and Urban Development Act of 1968.

E. Subcontracts.

Consultant shall include the substance of this Section in all subcontracts and shall ensure compliance by all subcontractors.

18. Reserved.

19. 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.

20. Reserved.

21. 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.

22. 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.

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

Consultant shall comply with all provisions of Exhibit “B”.

24. 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.

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9 25. Federal Funding Requirements. This Agreement is funded with CDBG funds administered by LACDA. In the event of conflict between this Agreement and federal requirements, federal requirements control.

26. Reserved.

27. 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”
Diana Cho and Associates City of Diamond Bar
16716 Rocky Knoll Road 21810 Copley Drive
Hacienda Heights, CA 91745 Diamond Bar, CA 91765-4178
Attn.: Diana Cho Attn.: Greg Gubman
Phone: (626) 374-2184 Phone: (909) 839-7030
Email: [email protected] Email: [email protected]

28. Governing Law. This Agreement shall be interpreted, construed and enforced in accordance with the laws of the State of California. The venue for any action brought under this Agreement shall be in Los Angeles County.

29. 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.

30. Reserved.

31. Consultant’s Warranty of Compliance with County’s Defaulted Property Tax Reduction Program:

A. The Consultant acknowledges that the County has established a goal of ensuring that all individuals and businesses that benefit financially from the County through contract are current in paying their personal and real property tax obligations (secured and unsecured roll) in order to mitigate the economic burden otherwise imposed upon the County and its taxpayers. Unless the Consultant qualifies for an exemption or exclusion, the Consultant warrants and certifies that to the best of its knowledge it is now in compliance, and during the term of this Agreement will maintain compliance, with the County's Defaulted Tax Program, found at Los Angeles County Ordinance No. 2009-0026 and codified at Los Angeles County Code, Chapter 2.206.

B. Failure of the Consultant to maintain compliance with the requirements set forth in the “County’s Defaulted Property Tax Reduction Program " shall constitute default under this Agreement. Without limiting the rights and remedies available to the City under any other provision of this Agreement, failure of the Consultant to cure such default within

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1 2
cities. Furthermore, Diana Cho and Associates are actively involved with LACDA monitors and city auditors during CDBG programmatic and financial audits.

Section 3. Proposed Scope of Services
Diana Cho and Associates will provide CDBG program consulting services for program administration, implementation, and monitoring. The proposed CDBG services to be offered are as follows:

Consultants will provide technical assistance for the administration and implementation of the City's projects and activities.
• Prepare CDBG documents including contracts, agreements, and amendments.
• Prepare public hearing notices for citizen input on the allocation of annual funds and/or any changes in the CDBG allocation of funds. • Prepare reports for City Council review and approval of CDBG projects and activities.
• Prepare and submit Annual Program Planning Summaries indicating the projects and budgets for the CDBG Program to LACDA.
• Process CDBG Reimbursable Contract and Amendments.
• Prepare and complete LACDA reports and documents including the Quarterly Performance Report, labor standards report and Contract/Subcontract activity report.
• Keep City informed about current County and HUD requirements for the CDBG Program including historical preservation clearance, environmental impact review and procurement guidelines for services, supplies, and equipment, if necessary.

Consultants will prepare the Agreements to Implement Projects including project descriptions and budgets.
• Complete and submit the Exhibit A Input documents which describe the CDBG project, funding amount, program beneficiaries, and project location.
• Prepare and process amendments for on-going projects. Prepare public hearing notices for substantial changes in project description and/or funding levels.

Consultants will assist in the preparation of CDBG Funding Requests for each project.
• Review payment requests and invoices for CDBG services, supplies, and equipment, if necessary.

Exhibit “A”
Scope of Work Page 56 of 655
1 3
• Assist with the preparation and submission of CDBG Funding Requests to the County each month.
• Monitor the drawdown of CDBG funds to comply with the LACDA/HUD performance goals.

Consultants will coordinate with the City’s CDBG program team and gather all necessary files and documentation for program monitoring and audit preparation.
• Develop and maintain all necessary documentation for CDBG monitoring and Single Audit.
• Assist County and Federal CDBG monitors during program performance reviews, and City auditors during Single Audit.

Consultants will provide Davis-Bacon monitoring and contract compliance for CDBG-funded construction projects.
• Review construction contracts and bid specifications for compliance with Federal requirements to ensure that all appropriate forms are included in bid package.
• Submit construction bid document to LACDA prior to advertisement of bids.
• Verify contractor and subcontractor eligibility.
• Participate in preconstruction conferences as requested by the City. • Prepare and submit documents and reports required by the U.S.

Department of Labor (DOL) and U.S. Department of Housing and Urban Development (HUD) for construction projects.
• Report any wage modifications, or other changes in requirements as they are issued.
• Review Weekly Certified Payroll Reports.
• Prepare and maintain labor and contract compliance files for LACDA and HUD monitoring.
• Review all construction contract files prior to project close-out.

Consultants will provide Section 3 monitoring and compliance for CDBG-funded construction projects.
• Review construction contracts and bid specifications to ensure that all Section 3 compliance forms are included in bid package. • Provide technical assistance to City’s CDBG program team regarding the objectives and requirements of Section 3.
• Review documentation of actions taken to comply with Section 3. • Monitor Section 3 Qualitative Efforts and Section 3 payroll documentation. • Provide technical assistance to the prime contractors and sub-contractors in meeting the Section 3 project requirements.

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1 4
Consultants will act as City's liaison and representative to LACDA. • Coordinate program monitoring visits and audits.
• Prepare responses to LACDA correspondence and monitoring findings. • Submit inquiries for clarifications and determinations on behalf of the City.

Consultants will ensure compliance with all applicable Federal, State, and local laws and policies.
• Keep updated copies of CDBG regulations and handbooks at City Hall. • Circulate CDBG information bulletins to City’s CDBG team. • Attend County and HUD seminars on program and regulatory changes.

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1 6
Section 5. Schedule of Fees
Cho and Associates will provide services in an amount not to exceed $36,000.

The fees for consulting services are inclusive of all normal business overhead and will be as follows:

Principal - $ 95.00 per hour
Associates - $ 90.00 per hour
Diana Cho will serve as the lead consultant for providing CDBG Project Administrative and Technical Assistance Services. The consultant will work on an as needed basis at City Hall offices. Approximately four to eight hours of consultant services will be provided each week.

Additional hours can be provided if requested by the City, and upon availability of other funds in the budget.

Consultants will provide any other technical assistance when required by the City in the areas of project management, administrative assistance, and labor and contract compliance monitoring.

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1 EXHIBIT “B”
Federal/County Requirements (CDBG)

1. Conflict of Interest
Consultant shall comply with:
• 24 CFR §570.611
• 2 CFR §200.318
No covered person may obtain a financial interest in a CDBG-assisted activity during tenure or for one year thereafter.

2. Uniform Administrative Requirements
Consultant shall comply with:
• 2 CFR Part 200, as implemented by HUD at 2 CFR Part 2400 • Applicable provisions of 24 CFR Part 570

3. Records and Access
Consultant shall:
• Maintain records for five (5) years
• Provide access to the City, LACDA, HUD, and the Comptroller General • Comply with 2 CFR §§200.334–200.338

4. Debarment and Suspension
Consultant certifies that it is not debarred or suspended and is not listed on SAM.gov, pursuant to 2 CFR Part 200.

5. Lobbying Restrictions
Consultant shall comply with 31 U.S.C. §1352 and shall not use federal funds for lobbying activities.

If non-federal funds are used, Consultant shall submit Standard Form LLL.

6. Civil Rights and Non-Discrimination
Consultant shall comply with:
• Title VI of the Civil Rights Act
• Section 109 of the Housing and Community Development Act • Age Discrimination Act

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2 • Section 504 of the Rehabilitation Act
• Americans with Disabilities Act

7. Limited English Proficiency (LEP)
Consultant shall take reasonable steps to ensure meaningful access to programs and services by persons with limited English proficiency, consistent with Executive Order 13166.

8. Section 3 (Economic Opportunity)
To the greatest extent feasible, Consultant shall comply with Section 3 requirements. • Applies primarily to subcontracting and hiring, if applicable • Consultant shall document good faith efforts
• Applies only to the extent activities trigger Section 3 obligations

9. Environmental Compliance
Consultant shall comply with applicable environmental requirements under:
• National Environmental Policy Act (NEPA), if applicable • Clean Air Act
• Clean Water Act

10. Energy Efficiency
Consultant shall comply with applicable energy efficiency requirements under the Energy Policy and Conservation Act, to the extent applicable.

11. Patent Rights
City retains a royalty-free license to use work products developed under this Agreement for governmental purposes.

12. County Requirements
Consultant shall comply with:
• County Lobbying Ordinance (Chapter 2.160)
• Child Support Compliance Program (Chapter 2.200)
• Defaulted Property Tax Reduction Program (Chapter 2.206)

13. General Compliance
Consultant shall comply with all applicable federal, state, and local laws governing CDBG-funded activities.

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Agenda Item #: 6.5
Meeting Date: June 16, 2026

CITY COUNCIL AGENDA REPORT
TO: Honorable Mayor and Members of the City Council
FROM: Daniel Fox, City Manager
SUBJECT: Professional Services Agreement with FRJ & Associates.

STRATEGIC GOAL: Safe, Sustainable and Healthy Community RECOMMENDATION:

Approve, and authorize the City Manager to sign, the Professional Services Agreement with FRJ & Associates to administer the Home Improvement Program through June 30, 2031.

FINANCIAL IMPACT:

The total not-to-exceed amount of the Agreement is $350,000. Payments to the Consultant are limited annually to no more than 20% of the annual budget allocation for the Home Improvement Program (HIP), which is paid for entirely with Community Development Block Grant (CDBG) and Permanent Local Housing Allocation (PLHA) funds.

It is estimated that annual payments to the Consultant will average $70,000 over the term of the contract, but will ultimately depend on the annual CDBG and PLHA budget totals. For FY 2026/27, the HIP budget allocation is $355,681 ($210,000 from CDBG, $145,681 from PLHA), of which approximately $71,000 may be spent on administrative costs. For subsequent years, the annual amount will be based on future CDBG and PLHA budget allocations, but the total annual allocation for the Home Improvement Program will likely remain steady.

BACKGROUND:

The purpose of the Home Improvement Program is to preserve and enhance owner-occupied houses and condominiums throughout the City by providing financial assistance to low and moderate-income households.

The HIP allows participants to apply for deferred loans of up to $22,000 for condominiums and $37,000 for single-family residences. Eligible owners may correct hazardous structural conditions, make modifications necessary to provide access to individuals with disabilities, improve the overall exterior of the home, and/or correct exterior code violations. As with all CDBG and PLHA-funded programs, the administration of the Home Improvement Program is subject to the terms of the City’s cooperative agreements with the Los Angeles County Community Development Authority (LACDA).

On September 1, 2021, the City entered into a multi-year Professional Services Agreement with FRJ & Associates to administer the HIP, which expires on June 30, 2026.

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Agenda Item #: 6.5
Meeting Date: June 16, 2026
ANALYSIS:

On April 30, 2026, the City published a detailed Request for Proposals (RFP) through PlanetBids, inviting qualified consulting firms to submit proposals to administer the CDBG program. Three firms submitted proposals: FRJ & Associates, NPHS Community Redevelopment, and Willdan Engineering. All proposals stated that their fees would not exceed 20% of the loan amounts. Two other firms responded that they would be unable to submit proposals.

After reviewing the proposals received, staff recommends that the City Council authorize staff to execute a Professional Services Agreement with FRJ & Associates. Although all three firms demonstrated relevant experience in housing and community development programs, FRJ & Associates was determined to provide the best overall value to the City based on demonstrated performance, direct familiarity with Diamond Bar’s HIP, responsiveness to residents, and proven ability to administer the program in compliance with LACDA requirements.

FRJ & Associates has successfully administered Diamond Bar’s HIP for approximately five years and has consistently demonstrated a strong working knowledge of the City’s program requirements, LACDA regulations, contractor oversight, construction management, and loan documentation procedures. During this time, the firm has provided a high level of service to participating homeowners, maintained thorough program documentation, and effectively managed projects from eligibility determination through construction completion and close-out. The firm’s continuity and institutional knowledge are expected to minimize administrative disruption and allow the program to continue operating efficiently without the transition time that would likely be required under a new consultant.

In addition, FRJ’s proposed compensation structure remains closely aligned with the City’s CDBG and PLHA administrative limitations, as compensation is tied to a percentage of project costs and may be paid entirely from allowable administrative funding. While other proposers demonstrated broader grant administration or affordable housing experience, staff determined that FRJ & Associates possesses the strongest combination of directly relevant HIP implementation experience, demonstrated performance administering Diamond Bar’s program, and familiarity with the City’s established procedures and residents.

LEGAL REVIEW:

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

PREPARED BY:

Greg Gubman, Community Development Director
ATTACHMENTS:

1. Professional Services Agreement

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1 PROFESSIONAL SERVICES AGREEMENT
CDBG Non-Design Professional
THIS AGREEMENT (the "Agreement") is made as of July 1, 2026 by and between the City of Diamond Bar, a municipal corporation ("City") and FRJ & Associates, a California general partnership ("Consultant").

1. Consultant’s Services.

Subject to the terms and conditions set forth in this Agreement, Consultant shall provide administration and implementation services for the City’s Home Improvement Program (“HIP”), including housing rehabilitation program administration, loan processing, construction oversight, and regulatory compliance services, as set forth in Exhibit A (Scope of Work), which is incorporated herein by this reference.

Consultant shall perform such services in compliance with all applicable federal, state, and local requirements, including Community Development Block Grant (CDBG) and Permanent Local Housing Allocation (PLHA) program requirements, as set forth in Exhibit B (Federal, State, and County Requirements).

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.

2. Term of Agreement. This Agreement shall take effect July 1, 2026, and shall continue until June 30, 2031 (“Term”) unless earlier terminated pursuant to the provisions herein.

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. The sum of payments to Consultant per fiscal year shall not exceed twenty (20) percent of the combined CDBG and PLHA funding allocated to the HIP for that same fiscal year without the prior written consent of the City. Total payments to Consultant pursuant to this Agreement shall not exceed THREE HUNDRED FIFTY THOUSAND Dollars ($350,000) 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.

4. Payment.

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2 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.

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.

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

5. Records and Audits. The Consultant shall maintain accounts and records, including personnel, property and financial records, adequate to identify and account for all costs pertaining to this Agreement and such other records as may be deemed necessary by the CITY to assure proper accounting for all project funds, both federal and non-federal shares. These records will be made available for audit purposes to the CITY or any authorized representative, and will be retained five (5) years after the expiration of this Agreement unless permission to destroy them is granted by the CITY.

Consultant shall comply with applicable federal requirements, including 2 CFR Part 200 and 24 CFR Part 570.

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.

7. Priority of Documents. In the event of any inconsistency between the provisions of this Agreement and any exhibit, the provisions of this Agreement shall control; provided, however, that applicable federal, state (PLHA), and county requirements shall control over any conflicting provision. Consultant shall comply with the most stringent applicable requirement.

8. Status as Independent Contractor.

Consultant shall not, at any time, or in any manner, represent that it or any of its agents or employees are in any manner 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

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3 contractor relationship created by this Agreement. In the event that City is audited by any Federal or State agency or 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 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.

10. Indemnification.

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4 rendered against the Indemnitees. It is expressly understood and agreed that the foregoing provisions are intended to be as broad and inclusive as is permitted by the law of the State of California and will survive termination of this Agreement.

Except for the Indemnitees, this Agreement shall not be construed to extend to any third-party indemnification rights of any kind.
(3) The Consultant's obligations to indemnify, defend and hold harmless the City shall survive termination of this Agreement.

11. Insurance.

A. Consultant shall at all times during the term of this Agreement 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; (2) 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
(3) 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.

E. Consultant shall submit to City (1) insurance certificates indicating compliance with the minimum insurance requirements above, and (2) insurance policy

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5 endorsements or a copy of the insurance policy evidencing the additional insured requirements in this Agreement, in a form acceptable to the City.

13. Ownership of Materials. Except as specifically provided in this Agreement, all materials provided by Consultant in the performance of this Agreement shall be and remain the property of City without restriction or limitation upon its use or dissemination by City. Consultant may, however, make and retain such copies of said documents and materials as Consultant may desire.

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6 14. Maintenance and Inspection of Records. In accordance with generally accepted accounting principles, Consultant and its subcontractors shall maintain reasonably full and complete books, documents, papers, accounting records, and other information (collectively, the “records”) pertaining to the costs of and completion of services performed under this Agreement. The City and any of their authorized representatives shall have access to and the right to audit and reproduce any of Consultant's records regarding the services provided under this Agreement. Consultant shall maintain all such records for a period of at least three (3) years after termination or completion of this Agreement. Consultant agrees to make available all such records for inspection or audit at its offices during normal business hours and upon three (3) days’ notice from the City, and copies thereof shall be furnished if requested.

15. Conflict of Interest.

A. Consultant shall comply with all applicable federal, state, and local conflict of interest laws and regulations, including but not limited to 24 CFR §570.611 and 2 CFR §200.318(c).

F. Consultant shall incorporate the substance of this section into all subcontracts funded in whole or in part with CDBG funds.

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7 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. The City may also terminate this Agreement immediately if required by HUD, LACDA, or the California Department of Housing and Community Development (HCD) due to Consultant’s noncompliance with applicable program requirements.

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 otherwise authorized by the City's Project Manager, Vivian Moss shall be the person who primarily performs the work provided under this Agreement. 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 on City's premises.

18. Non-Discrimination and Equal Employment Opportunity.

A. General Non-Discrimination.

Consultant shall not discriminate in the performance of this Agreement on the basis of race, color, creed, religion, sex, gender identity, sexual orientation, marital status, national origin, ancestry, age, physical or mental disability, medical condition, or any other characteristic protected by applicable law. Such nondiscrimination shall include, but not be limited to, employment, upgrading, demotion, transfer, recruitment, recruitment advertising, layoff or termination, rates of pay or other forms of compensation, and selection for training, including apprenticeship.

B. Compliance with Federal Requirements.

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8 Consultant shall take affirmative action as required to ensure nondiscrimination in employment and program delivery and shall comply with all applicable implementing regulations.

C. Limited English Proficiency (LEP).

Consultant shall comply with Executive Order 13166 and applicable HUD guidance to ensure meaningful access to programs and activities by persons with limited English proficiency.

D. Section 3 Requirements.

To the greatest extent feasible, Consultant shall provide opportunities for training and employment to low- and moderate-income residents and shall award contracts for work in connection with this Agreement to business concerns that provide economic opportunities to such persons, consistent with Section 3 of the Housing and Urban Development Act of 1968.

E. Subcontracts.

Consultant shall include the substance of this Section in all subcontracts and shall ensure compliance by all subcontractors.

19. 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.

20. Reserved.

23. Compliance with Laws. Consultant shall comply with all applicable federal, state, and local laws, including CDBG and PLHA program requirements, and all provisions of Exhibit B.

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9 24. 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.

25. PLHA Requirements. This Agreement is funded in part by the State Permanent Local Housing Allocation (PLHA) Program. Consultant shall comply with all applicable PLHA requirements and guidelines issued by the California Department of Housing and Community Development (HCD).

26. 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 which 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 good faith efforts to resolve 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. Loan Program Administration Responsibility. Consultant shall be responsible for the preparation and administration of all HIP loan documents, including promissory notes, deeds of trust, disclosures, and related instruments. Consultant shall ensure compliance with all applicable program requirements and shall be responsible for errors or omissions resulting from its negligence or willful misconduct.

29. Construction Oversight Responsibilities. Consultant shall perform inspections, bid review, and payment authorization services. Consultant shall not be responsible for contractor means or methods but shall ensure compliance with contract specifications and program requirements.

30. Subcontractors. Consultant shall ensure that all subcontracts include applicable provisions of this Agreement, including Exhibit B, and shall be responsible for subcontractor compliance.

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10 “CONSULTANT” “CITY”
FRJ & Associates City of Diamond Bar
14110 Moonridge Drive 21810 Copley Drive
Riverside, CA 92503 Diamond Bar, CA 91765-4178
Attn: Vivian Moss Attn: Greg Gubman
Phone: (951) 288-3805 Phone: (909) 839-7030
Email: [email protected] E-mail: [email protected]

30. County Lobbying Certification.

The Consultant certifies that:

A. It is understood that each person/entity/firm who applies for a Los Angeles County Development Authority (“LACDA”) contract, as part of that process, shall certify that they are familiar with the requirements of the Los Angeles County Code Chapter

2.160, (Los Angeles County Ordinance 9.-0031) and;
B. That all persons/entities/firms that seek a contract with LACDA shall be disqualified therefrom and denied that contract and, shall be liable in civil action, if any lobbyist, lobbying firm, lobbyist employer or any other person or entity acting on behalf of the above-named firm fails to comply with the provisions of the County Code.

31. Consultant’s Warranty of Compliance with County’s Defaulted Property Tax Reduction Program:

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11 Agreement pursuant to the County's Defaulted Property Tax Reduction Program found at Los Angeles County Ordinance No. 2009-0026 and codified at Los Angeles County Code, Chapter 2.206.

32. Lobbying Certification.

The Consultant certifies that:

A. No Federal appropriated funds have been paid or will be paid, by or on behalf of the Consultant, to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress, and officer or employee of Congress, or an employee of any Member of Congress in connection with the awarding of any Federal contract, the making of any cooperative agreement, and the extension, continuation renewal, amendment, or modification of any Federal contract, grant, loan or cooperative agreement.

B. If any funds other than Federal appropriated funds have been paid or will be paid to any person for influencing or attempting to influence an officer or employee of any agency, a Member of Congress in connection with this Federal contract, grant, loan, or cooperative agreement, the Consultant shall complete and submit Standard Form-LLL, “Disclosures Form to Report Lobbying”, in accordance with its instructions.

C. The Consultant shall require that the language of this certification be included in all subcontracts and that all subcontracts shall certify and disclose accordingly.

33. 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.

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12 IN WITNESS of this Agreement, the parties have executed this Agreement as of the date first written above.
"Consultant" "City"

FRJ & ASSOCIATES CITY OF DIAMOND BAR
By: By: _________________________
Dan Fox, City Manager
Printed Name:

Title:

ATTEST:
____________________________
Kristina Santana, City Clerk
Approved as to form:

By: ___________________________
Omar Sandoval, City Attorney
*NOTE: If Consultant is a corporation, the City requires the following signature(s):
o the Chairman of the Board, the President or a Vice-President, AND (2) the Secretary, the Chief Financial Officer, the Treasurer, an Assistant Secretary or an Assistant Treasurer. If only one corporate officer exists or one corporate officer holds more than one corporate office, please so indicate. OR o The corporate officer named in a corporate resolution as authorized to enter into this Agreement. A copy of the corporate resolution, certified by the Secretary close in time to the execution of the Agreement, must be provided to the City.

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Exhibit “A”
Scope of Work Page 76 of 655

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1 EXHIBIT “B”
Federal/County Requirements (CDBG)

2. Uniform Administrative Requirements
Consultant shall comply with:
• 2 CFR Part 200, as implemented by HUD at 2 CFR Part 2400 • Applicable provisions of 24 CFR Part 570

3. Records and Access
Consultant shall:
• Maintain records for five (5) years
• Provide access to the City, LACDA, HUD, and the Comptroller General • Comply with 2 CFR §§200.334–200.338

4. Debarment and Suspension
Consultant certifies that it is not debarred or suspended and is not listed on SAM.gov, pursuant to 2 CFR Part 200.

5. Lobbying Restrictions
Consultant shall comply with 31 U.S.C. §1352 and shall not use federal funds for lobbying activities.

If non-federal funds are used, Consultant shall submit Standard Form LLL.

6. Civil Rights and Non-Discrimination
Consultant shall comply with:
• Title VI of the Civil Rights Act
• Section 109 of the Housing and Community Development Act • Age Discrimination Act

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2 • Section 504 of the Rehabilitation Act
• Americans with Disabilities Act

9. Environmental Compliance
Consultant shall comply with applicable environmental requirements under:
• National Environmental Policy Act (NEPA), if applicable • Clean Air Act
• Clean Water Act

10. Energy Efficiency
Consultant shall comply with applicable energy efficiency requirements under the Energy Policy and Conservation Act, to the extent applicable.

11. Patent Rights
City retains a royalty-free license to use work products developed under this Agreement for governmental purposes.

13. General Compliance
Consultant shall comply with all applicable federal, state, and local laws governing CDBG-funded activities.

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Agenda Item #: 6.6
Meeting Date: June 16, 2026

CITY COUNCIL AGENDA REPORT
TO: Honorable Mayor and Members of the City Council
FROM: Daniel Fox, City Manager
SUBJECT: Fourth Amendment to the Consultant Services Agreement with Willdan Engineering to Provide Temporary Staffing for the Neighborhood Improvement and Building and Safety Divisions.

STRATEGIC GOAL: Safe, Sustainable and Healthy Community RECOMMENDATION:

Approve, and authorize the City Manager to sign, the Fourth Amendment to the Consultant Services Agreement with Willdan Engineering to provide continued temporary staffing through December 31, 2026.

FINANCIAL IMPACT:

The proposed amendment would increase the contract amount by $120,000, thereby increasing the not-toexceed amount of the contract from $290,000 to $410,000. Sufficient funds are available in the Community Development Department’s FY 2025/26 contract services budget to cover the temporary staffing services in the Building and Safety Division. In addition, the cost is partially offset by salary savings due to an extended medical leave and temporary underfilling of a full-time position in the Building and Safety Division, as well as two temporary vacancies in the Neighborhood Improvement Division.

BACKGROUND:

The Building and Safety Division has two budgeted full-time Permit Technicians responsible for administering building permit services for property owners and contractors. In December 2024, the City entered into a Consultant Services Agreement with Willdan Engineering under the City Manager’s spending authority to provide temporary Permit Technician staffing at an hourly rate of $85 while one of the City’s Permit Technicians was on medical leave. Since that time, the City Council has approved three contract extensions, with the current term set to expire on June 30, 2026. Although the employee has since been medically cleared to return to work on a part-time basis, continued staff augmentation remains necessary to ensure the timely processing of permits and related customer services.

Separately, from December 2025 through late May 2026, two of the City’s three budgeted Neighborhood Improvement Officer positions remained vacant following staff resignations. During this period, Willdan assigned one temporary Neighborhood Improvement Officer to support Neighborhood Improvement operations using a portion of the funds authorized under the most recent contract amendment. Although this temporary assignment is no longer needed, the use of existing contract funds for Neighborhood Improvement support reduced the remaining authorization available for continued Permit Technician staff augmentation.

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Agenda Item #: 6.6
Meeting Date: June 16, 2026
ANALYSIS:

Given the continued need for temporary staffing to support permit services, it is recommended that the City Council approve an extension of the Consultant Services Agreement with Willdan Engineering. The proposed budget would cover the anticipated ongoing Permit Technician staffing need, while also replenishing funds previously utilized to provide temporary Neighborhood Improvement Officer staffing during a period of prolonged vacancies.

LEGAL REVIEW:

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

PREPARED BY:

Greg Gubman, Director, Community Development
ATTACHMENTS:

1. Willdan - Permit Technician Fourth Amendment

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Agenda Item #: 6.7
Meeting Date: June 16, 2026

CITY COUNCIL AGENDA REPORT
TO: Honorable Mayor and Members of the City Council
FROM: Daniel Fox, City Manager
SUBJECT: Cancellation of July 7, 2026 City Council Meeting.

STRATEGIC GOAL: Open, Engaged and Responsive Government RECOMMENDATION:

Adjourn the June 16, 2026 City Council meeting to July 21, 2026. .
.
.

FINANCIAL IMPACT:

None.

BACKGROUND:

It has been suggested that the Council consider the cancellation of the City Council Meeting scheduled for July 7, 2026. There will be no pressing matters or public hearings scheduled and therefore, adjourning the meeting will not cause the City any hardship.

ANALYSIS:

Should the City Council concur, it is recommended that the Mayor, at the end of the June 16, 2026 City Council meeting, adjourn said Council meeting to July 21, 2026.

PREPARED BY:

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

None

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Agenda Item #: 6.7
Meeting Date: June 16, 2026

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Agenda Item #: 6.8
Meeting Date: June 16, 2026

CITY COUNCIL AGENDA REPORT
TO: Honorable Mayor and Members of the City Council
FROM: Daniel Fox, City Manager
SUBJECT: Calling and Giving Notice of General Municipal Election, Consolidating the General Municipal Election with the Statewide General Election on November 3, 2026, and Adopting Regulations Related to Candidate Statements.

STRATEGIC GOAL: Open, Engaged and Responsive Government RECOMMENDATION:

A. Adopt Resolution No. 2026-19 calling the General Municipal Election to be held on Tuesday, November 3, 2026 for the election of three (3) Members of the City Council; B. Adopt Resolution No. 2026-20 requesting approval from the Board of Supervisors of the County of Los Angeles to Consolidate the General Municipal Election with the Statewide General Election; and C. Adopt Resolution No. 2026-21 adopting Regulations for Candidates for Elective Office related to Candidate Statements.

FINANCIAL IMPACT:

The cost to consolidate the general municipal election for Districts 1, 3 and 4 is estimated at approximately $84,000 and is included in the adopted Fiscal Year 2026-27 Budget. The actual cost will be invoiced to the City after the election concludes and expenditures are divided amongst the cities consolidating their elections with the Statewide General Election and requesting services from the Los Angeles County Registrar-Recorder.

BACKGROUND:

The General Municipal Election is scheduled for November 3, 2026. At this time, the City must call an election for the selection of three (3) City Council seats to full four (4) year terms for Districts 1, 3, and 4, with one (1) member elected from and by voters of each district respectively.

ANALYSIS:

Pursuant to Sections 10400 - 10418 of the Elections Code, the City is required to formally call and give notice of and request consolidation for General Municipal Elections. The attached Resolutions adhere to the requirements set forth in the Elections Code and are summarized below:

Calling and Giving Notice of the November 3, 2026 General Municipal Election

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Agenda Item #: 6.8
Meeting Date: June 16, 2026
This Resolution (Attachment 1) calls for the holding of the November 3, 2026 General Municipal Election. The offices to be filled for this election are for three (3) Members of the City Council for full four (4) year terms for Districts 1, 3 and 4. The filing period for nomination papers and candidate statements is July 13 to August 7, 2026.

Requesting Consolidation with the Statewide General Election This Resolution (Attachment 2) requests that the Los Angeles County Board of Supervisors consolidate the General Municipal Election with the Statewide General Election on November 3, 2026. The local election will be held in conjunction with the county and statewide ballot and is overseen and managed by the County of Los Angeles Office of the Registrar/Recorder (County). The resolution also authorizes the County’s Election Department to canvass the returns of the election. The City has historically consolidated General Municipal Elections with the County since incorporation.

Regulations Regarding Candidate Statements
This Resolution (Attachment 3) adopts regulations governing candidate statements. Consistent with past practice during previous City of Diamond Bar elections, the resolution establishes that candidate statements may include the name, age and occupation of the candidate and a brief description of no more than 200 words of the candidate’s education and qualifications expressed by the candidate. The statement shall not include party affiliation of the candidate, nor membership or activity in partisan political organizations. The Resolution also sets standards for foreign language translation. The candidate will be responsible for the costs of printing the candidate statement in the voter information guide.

LEGAL REVIEW:

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

PREPARED BY:

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

1. Resolution No. 2026-19 - Calling Election

2. Resolution No. 2026-20 - Requesting Consolidation

3. Resolution No. 2026-21 - Candidate Statement Regulations

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RESOLUTION NO. 2026-19

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND

BAR, CALIFORNIA, CALLING FOR THE HOLDING OF A GENERAL
MUNICIPAL ELECTION TO BE HELD ON NOVEMBER 3, 2026, FOR

THE ELECTION OF CERTAIN OFFICERS AS REQUIRED BY THE

PROVISIONS OF THE LAWS OF THE STATE OF CALIFORNIA
RELATING TO GENERAL LAW CITIES.

WHEREAS, under the provisions of the laws relating to general law cities in the State of California, a General Municipal Election shall be held on November 3, 2026, for the election of three members of the City Council for full terms of four years. One member shall be elected from and by the voters of District 1; one member shall be elected from and by the voters of District 3; and, one member shall be elected from and by the voters of District 4.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF DIAMOND BAR,

CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:

Section 1. That pursuant to the requirements of the laws of the State of California relating to General Law Cities, there is called and ordered to be held in the City of Diamond Bar, California, on Tuesday, November 3, 2026, a General Municipal Election for the purpose of electing three (3) Members of the City Council for the full term of four years. One member shall be elected from and by the voters of District 1; one member shall be elected from and by the voters of District 3; and, one member shall be elected from and by the voters of District 4.

Section 2. That the ballots to be used at the election shall be in form and content as required by law.

Section 3. That the City Clerk is authorized, instructed and directed to coordinate with the County of Los Angeles Registrar-Recorder/County Clerk to procure and furnish any and all official ballots, notices, printed matter and all supplies, equipment and paraphernalia that may be necessary in order to properly and lawfully conduct the election.

Section 4. That the vote center locations and hours of operations, ballot drop box locations and hours of operations, vote-by-mail procedures and timing, the election officers, and all other persons and procedures for the General Municipal Election shall be the same as those utilized by the County of Los Angeles and in compliance with the Elections Code of the State of California. In addition, the polls/vote centers for the election shall be open at seven o’clock a.m. of the day of the election and shall remain open continuously from that time until eight o’clock p.m. of the same day when the polls shall be closed, pursuant to Election Code § 10242, except as provided in § 14401 of the Elections Code of the State of California.

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Resolution No. 2026-19
2 Section 5. That in all particulars not recited in this resolution, the election shall be held and conducted as provided by law for holding municipal elections.

Section 6. That notice of the time and place of holding the election is given and the City Clerk is authorized, instructed and directed to give further or additional notice of the election, in time, form and manner as required by law.

Section 7. That in the event of a tie vote as certified by the County of Los Angeles Registrar-Recorder/County Clerk, the City Council, in accordance with Diamond Bar Municipal Code Section 2.04.040 and Elections Code § 15651(b), shall conduct a special runoff election to resolve the tie vote and such special runoff election is to be held on a Tuesday not less than 40 days nor more than 125 days after the administrative or judicial certification of the election which resulted in a tie vote.

Section 8. The City Council authorizes the City Clerk to administer said election and all reasonable and actual election expenses shall be paid by the City upon presentation of a properly submitted bill.

Section 9. That this Resolution shall take effect immediately upon its adoption.

Section 10. That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original Resolutions.

PASSED, APPROVED AND ADOPTED this 16th day of June, 2026.

CITY OF DIAMOND BAR
__________________________
Steve Tye, Mayor
ATTEST:

I, Kristina Santana, City Clerk for the City of Diamond Bar, hereby certify that the foregoing resolution, was duly passed, approved and adopted by the City Council of the City of Diamond Bar at a regular meeting held on the 16th day of June, 2026, by the following vote:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:
__________________________
Kristina Santana, City Clerk

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RESOLUTION NO. 2026-20

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND

BAR, CALIFORNIA, REQUESTING THE BOARD OF SUPERVISORS
OF THE COUNTY OF LOS ANGELES TO CONSOLIDATE THE CITY’S
GENERAL MUNICIPAL ELECTION TO BE HELD ON NOVEMBER 3,
2026 WITH THE STATEWIDE GENERAL ELECTION TO BE HELD ON
THE DATE PURSUANT TO § 10403 OF THE CALIFORNIA ELECTIONS CODE; AND RENDER SPECIFIED SERVICES TO THE CITY RELATING

TO THE CONDUCT OF A GENERAL MUNICIPAL ELECTION TO BE
HELD ON TUESDAY, NOVEMBER 3, 2026.

WHEREAS, the City Council of the City of Diamond Bar called a General Municipal Election to be held on November 3, 2026 for the purpose of the election of three Members of the City Council, for full terms of four years. One member shall be elected from and by the voters of District 1; one member shall be elected from and by the voters of District 3; and one member shall be elected from and by the voters of District 4; and
WHEREAS, it is desirable that the General Municipal Election be consolidated with the Statewide General Election to be held on the same date and that within the City, the precincts, vote centers and election officers of the two elections be the same, and that the county election department of the County of Los Angeles canvass the returns of the General Municipal Election with said Statewide General Election and that the election be held in all respects as if there were only one election.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF DIAMOND BAR DOES RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:

Section 1. That pursuant to the requirements of Section 10403 of the Elections Code of the State of California, the Board of Supervisors of the County of Los Angeles is hereby requested to consent and agree to the consolidation of a General Municipal Election with the Statewide General election on Tuesday, November 3, 2026, for the purpose of the election of one Member of the City Council for District 1, one Member of the City Council for District 3, and one Member of the City Council for District 4, for full terms of four years.

Section 2. That the county election department is authorized to canvass the returns of the General Municipal Election. The election shall be held in all respects as if there were only one election, and only one form of ballot shall be used. The election will be held and conducted in accordance with the provisions of law regulating the Statewide Election.

Section 3. That the Board of Supervisors is requested to issue instructions to the County Election Department to take any and all steps necessary for the holding of the consolidated election.

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Resolution No. 2026-20
2 Section 4. That the City of Diamond Bar recognizes that additional costs will be incurred by the County by reason of this consolidation and agrees to reimburse the County for any costs.

Section 5. That the City Clerk is hereby directed to file a certified copy of this resolution with the Board of Supervisors and the County Election Department of the County of Los Angeles.

Section 6. That the City Clerk shall certify to the passage and adoption of this resolution and enter it into the book of original resolutions.

Section 7. The City Clerk is hereby directed to deliver a certified copy of this Resolution to both the County of Los Angeles Board of Supervisors and to the County of Los Angeles Registrar-Recorder/County Clerk.

PASSED, APPROVED AND ADOPTED this 16th day of June, 2026.

CITY OF DIAMOND BAR
__________________________
Steve Tye, Mayor
ATTEST:

I, Kristina Santana, City Clerk for the City of Diamond Bar, hereby certify that the foregoing Resolution, was duly passed, approved and adopted by the City Council of the City of Diamond Bar at a regular meeting held on the 16th day of June, 2026, by the following vote:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:
__________________________
Kristina Santana, City Clerk

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RESOLUTION NO. 2026-21

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DIAMOND BAR,

CALIFORNIA, ADOPTING REGULATIONS FOR CANDIDATES FOR
ELECTIVE OFFICE PERTAINING TO CANDIDATES’ STATEMENTS

SUBMITTED TO THE VOTERS AT AN ELECTION TO BE HELD ON
TUESDAY, NOVEMBER 3, 2026.

WHEREAS, §13307 of the Elections Code of the State of California provides that the governing body of any local agency adopt regulations pertaining to materials prepared by any candidate for a municipal election, including costs of the candidates’ statement.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF DIAMOND BAR,

CALIFORNIA, DOES HEREBY RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:

Section 1. GENERAL PROVISIONS. That pursuant to §13307 of the Elections Code of the State of California, each candidate for elective office to be voted for at an Election to be held in the City of Diamond Bar on November 3, 2026 may prepare a candidate’s statement on an appropriate form provided by the City Clerk. The statement may include the name, age and occupation of the candidate and a brief description of no more than 200 words of the candidate’s education and qualifications expressed by the candidate himself or herself. The statement shall not include party affiliation of the candidate, nor membership or activity in partisan political organizations. The statement shall be filed in typewritten form in the office of the City Clerk at the time the candidate’s nomination papers are filed. The statement may be withdrawn, but not changed, during the period for filing nomination papers and until 5:00 p.m. of the next working day after the close of the nomination period.

Section 2. FOREIGN LANGUAGE POLICY.

A. Pursuant to the Federal Voting Rights Act, candidates’ statements will be translated into all languages required by the County of Los Angeles.

B. The County will print and mail voter information guides and candidates’ statements to only those voters who are on the county voter file as having requested a voter information guide in a particular language. The County will make the voter information guides and candidates’ statements in the required languages available at all vote centers, on the County’s website, and in the Election Official’s office.

Section 3. PAYMENT.

A. Translations:

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Resolution No. 2026-21
2 1. The candidate shall not be required to pay for the cost of translating the candidates’ statement into any required foreign language as specified in (A) and/or (B) of Section 2 above pursuant to Federal and\or State law.

B. Printing:

1. The candidate shall be required to pay for the cost of printing the candidates’ statement in English in the main voter pamphlet.

2. The candidate shall be required to pay for the cost of printing the candidates’ statement in Spanish, in the main voter pamphlet.

The City Clerk shall estimate the total cost of printing, handling, translating, and mailing the candidates’ statements filed pursuant to this section, including costs incurred as a result of complying with the Voting Rights Act of 1965 (as amended), and require each candidate filing a statement to pay in advance to the local agency his or her estimated pro rata share as a condition of having his or her statement included in the voter’s pamphlet. In the event the estimated payment is required, the estimate is just an approximation of the actual cost that varies from one election to another election and may be significantly more or less than the estimate, depending on the actual number of candidates filing statements. Accordingly, the City Clerk is not bound by the estimate and may, on a pro rata basis, bill the candidate for additional actual expense or refund any excess paid depending on the final actual cost. In the event of underpayment, the City Clerk may require the candidate to pay the balance of the cost incurred. In the event of overpayment, the City Clerk shall prorate the excess amount among the candidates and refund the excess amount paid within 30 days of the election.

Section 4. MISCELLANEOUS.

A. All translations shall be provided by professionally-certified translators.

B. The City Clerk shall allow bold type, underlining, capitalization, indentations, bullets and/or leading hyphens to the same extent and manner as allowed in previous City elections.

C. The City Clerk shall comply with all recommendations and standards set forth by the California Secretary of State regarding occupational designations and other matters relating to elections.

Section 5. ADDITIONAL MATERIALS. No candidate will be permitted to include additional materials in the voter information guide.

Section 6. That the City Clerk shall provide each candidate or the candidate’s representative a copy of this Resolution at the time nominating petitions are issued.

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Resolution No. 2026-21
3 Section 7. That all previous resolutions establishing council policy on payment for candidates’ statements are repealed.

Section 8. That this resolution shall apply only to the election to be held on November 3, 2026 and shall then be repealed.

Section 9. That the City Clerk shall certify to the passage and adoption of this resolution and enter it into the book of original resolutions.

PASSED, APPROVED AND ADOPTED this 16th day of June, 2026.

CITY OF DIAMOND BAR
__________________________
Steve Tye, Mayor
ATTEST:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

ABSTAIN: COUNCIL MEMBERS:
__________________________
Kristina Santana, City Clerk

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Agenda Item #: 6.9
Meeting Date: June 16, 2026

CITY COUNCIL AGENDA REPORT
TO: Honorable Mayor and Members of the City Council
FROM: Daniel Fox, City Manager
SUBJECT: Master Equity Lease Agreement with Enterprise FM Trust.

STRATEGIC GOAL: Responsible Stewardship of Public Resources RECOMMENDATION:

FINANCIAL IMPACT:

The adopted FY 2026-2027 budget includes a $35,000 allocation to lease four zero-emission vehicles (“ZEVs”) from the AB 2766 Air Quality Management District Fund (251). The City will commit to lease payments for 60 months, with lease payment expenditures to be requested through the annual budget process for subsequent fiscal years, using the same funding source for the entire lease term.

While leasing ZEVs will not require General Fund expenditures, it will result in approximately $10,000 in General Fund savings for FY 2026-2027. Further General Fund savings can be achieved by transitioning the balance of the fleet to the Enterprise Fleet Management Program.

BACKGROUND:

The City owns and maintains multiple vehicles to provide services to the community, such as maintenance, neighborhood improvement, and recreational programming. The City’s vehicle fleet consists of 24 light- and medium-duty vehicles, ranging in age from 2 to 20 years, with an average age of 9.8 years. The City does not have a designated in-house fleet management division. Instead, the fleet is managed by the Public Works Maintenance Division.

Historically, whenever the City adds or replaces a fleet vehicle, the vehicle is purchased in full, requiring that 100% of the purchase price be included in the budget cycle in which the vehicle is purchased. The need for a large capital investment in the first year has required the City to retain vehicles beyond their useful lives, resulting in fleet management challenges, including an aging fleet, higher maintenance costs, more unscheduled repairs, reduced service levels, and more staff time spent maintaining older vehicles.

In 2023, the California Air Resources Board adopted the Advanced Clean Fleets (“ACF”) regulation to improve air quality and reduce greenhouse gas emissions by transitioning public and private fleets towards ZEVs over

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Agenda Item #: 6.9
Meeting Date: June 16, 2026
time. For the City, the regulation generally applies to medium- and heavy-duty fleet vehicles and requires compliance through vehicle replacement cycles rather than immediate fleetwide replacement. As the ACF regulation states today, beginning January 1, 2027, 50% of vehicle purchases must be ZEVs, and beginning January 1, 2030, 100% must be ZEVs. The ACF regulation shifts the City's historical practice by making coordinated fleet planning, budgeting, and infrastructure preparation increasingly important while also addressing ongoing fleet management challenges.

On April 14, 2026, during Community Budget Workshop #2, City staff presented a Vehicle Lease Program to the City Council as a strategic approach to modernizing the City’s fleet operations. Staff presented the program structure, cost considerations, and an implementation option to the City Council for feedback and direction.

The attached Resolution (Attachment 1) would approve a Master Equity Lease Agreement with Enterprise Fleet Management to transition fleet management services to Enterprise, including using the cooperative purchasing agreement of Enterprise through Sourcewell.

ANALYSIS:

Over the past two years, City staff explored options to address fleet management challenges while transitioning toward compliance with the ACF regulation. Given the City’s projected structural deficit in the coming years, it became increasingly important that any changes to the City’s fleet management program improve operational efficiency and reduce overall costs.

Viable Option
City staff explored the Enterprise Fleet Management (“EFM”) program and determined that it is a viable option for fleet management services. This will establish a partnership between the City and Enterprise and shift fleet management responsibilities to Enterprise. Under the EFM program, the City would enter into Open-End Leases, allowing the City to acquire additional vehicles while avoiding large upfront capital expenditures. An OpenEnd Lease means there are no early termination, mileage, or abnormal wear and tear penalties. Leases are written to a residual balance to preserve cash flow, with the City retaining ownership flexibility, including net equity from the sale at the time of disposal and the ability to equip them as needed to align with business needs.

The EFM program leverages Enterprise’s established relationships with vehicle manufacturers to source vehicles that meet the City’s needs and lease them on a defined schedule (i.e., 36, 48, or 60 months), spreading costs over multiple years of lease payments as an alternative to purchasing the vehicles outright. This approach provides the flexibility to quickly scale fleet resources in response to changing business needs, ensuring the City can maintain optimal service levels while effectively managing costs.

The City will pay the value of the leased vehicle while retaining the ability to sell it before the end of its useful life to maximize resale value. The EFM program will also leverage Enterprise’s ability to sell vehicles at an average of 110.5% above the industry average. Unlike the City’s current practice of sending retired vehicles to auction, where the City receives modest proceeds after auction fees, the sale of the leased vehicle will be shifted and handled by Enterprise at a flat cost of $400/vehicle sold. Proceeds from resale equity are returned to the City either as a payment or applied toward a new lease.

Fleet Lifecycle Management
Under the partnership, the City will be assigned a designated Client Strategy Manager and Account Fleet Coordinator. The Client Strategy Manager will meet with City staff quarterly to analyze fleet efficiency, identify cost-saving opportunities, and recommend vehicle replacements for the City’s fleet. The Account Fleet Coordinator will serve as the City’s day-to-day contact and will assist with vehicle ordering, aftermarket equipment, maintenance, licensing, and billing questions. The EFM program provides fleet data tracking, including vehicle usage, costs, fuel consumption, and replacement schedules. Using this data, the Client Strategy Manager and Account Fleet Coordinator jointly make informed replacement recommendations

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Meeting Date: June 16, 2026
based on vehicle type, mileage, condition, and market conditions. This allows the City to take a proactive, informed approach to vehicle replacement rather than a reactive approach that defers replacement beyond a vehicle’s useful life.

Maintenance Costs
The leased vehicles can be enrolled in Enterprise’s maintenance program for an approximate monthly cost of $45 per vehicle. Covered services under the maintenance program include the following:
• Roadside assistance for mechanical failure
• Scheduled preventive maintenance
• Major and minor repairs (e.g., engines, transmission, radiators, etc.) • Factory-installed steering/suspension, powertrain, electrical, and AC/Heat components Tires and brakes are not included under the maintenance program. However, the EFM program leverages Enterprise’s nationwide network of maintenance providers, where competitively negotiated service rates are extended to the City. Additionally, while leased vehicles are newer, resulting in lower maintenance costs, they are also covered by the manufacturer’s warranty for most of the lease term. Replacing older vehicles that require significant maintenance with new vehicles under warranty would result in savings in the General Fund fleet management budget. It should be noted that warranty coverage varies by manufacturer and model.

Administrative Efficiency
Under the EFM program, the City will benefit from consolidated monthly billing, fleet reporting tools, and logistics assistance. Additionally, fleet management tasks, including vehicle procurement, maintenance scheduling, repair tracking, license and registration management, resale, and reporting, will be handled by Enterprise. These services reduce the amount of staff time dedicated to fleet management, allowing the Public Works Maintenance Division to focus on core service delivery.

FY 2026-2027 Plan
City staff recommends establishing a partnership with Enterprise under the EFM program to enable more consistent budgeting, a newer, more reliable fleet, and improved efficiency by reducing fleet management costs and staff resources dedicated to fleet management. While this modifies the City’s approach to fleet management, it fosters fiscal health through disciplined, long-term planning by leveraging industry experts to maximize value and performance in managing the City’s fleet.

To initiate the partnership, City staff recommends a phased approach by replacing only four of the six designated pool vehicles. The following four vehicles will be replaced with the 2027 Chevy Bolt LT – an allelectric small SUV:
• 2 - 2010 Ford Escape
• 1 - 2010 Ford Fusion
• 1 - 2016 Jeep Cherokee
The four vehicles replaced are owned by the City and will be sold by Enterprise once the new vehicles are delivered, with the City retaining the proceeds of the sale. It should be noted that while staff proposes proceeding with the 2027 Chevy Bolt LT, the City retains the flexibility to select the ZEV option that best aligns with operational needs, pricing, availability, overall value, and maximizes cash flow at the time of lease execution.

Should the 2027 Chevy Bolt remain the most advantageous to the City at the time of lease execution, it will cost $644.37/month for a 60-month term. While this reflects the current cost, it should be noted that interest rates are locked in at the time of vehicle delivery, and should interest rates increase, the monthly lease cost will

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Agenda Item #: 6.9
Meeting Date: June 16, 2026
increase. City staff consulted with Enterprise and confirmed that the $35,000 allocation is sufficient to cover any increases and still lease four ZEVs.

At the conclusion of the lease term, the City will have the option to sell the vehicle and retain the proceeds or keep the vehicle. The City will also have the option to sell the vehicle at any time during the lease term or terminate the lease without penalty.

Of the 24 existing fleet vehicles, a quarter are designated as pool vehicles, and staff proposes replacing 66% of them. In the inaugural year of the partnership, approximately 17% of the City’s fleet will be replaced, reducing the fleet’s average age to 7.4 years. The leased vehicles will also be enrolled in Enterprise’s maintenance program, and the remaining balance of the fleet will continue to be managed by the City’s Public Works Maintenance Division. However, in subsequent fiscal years, the remaining balance of the fleet will be replaced and phased into the EFM program contingent on the vehicle’s useful life, the City’s business needs, and funding availability.

The strategic approach to modernizing the City’s fleet operations will result in an estimated $10,000 in General Fund savings in FY 2026-2027 and approximately a 5% savings in fixed fleet management costs (i.e., procurement, maintenance, and fuel) over the next 10 fiscal years. These estimates exclude savings from reduced staff time spent managing the fleet and proceeds from the resale of vehicles, both of which will yield greater General Fund savings. In addition, the proposed strategy maximizes the use of a non-General Fund funding source and supports compliance with the ACF regulation.

Sourcewell Agreement
Per the Diamond Bar City Code Section 3.24.090 (f) – Exceptions to bidding, an exception to the bidding process may be authorized by resolution of the City Council if it is determined that supplies, personal property, services, or equipment can be more efficiently or more cost-efficiently obtained through a cooperative purchasing program with a federal, state, county, local or other government purchasing program. City staff has determined that vehicles that meet the City’s needs and requirements are available from Enterprise under a competitively solicited cooperative agreement for fleet management services, awarded by Sourcewell (RFP #030122).

Resolution No. 2026-22 authorizes the City's participation in Sourcewell for fleet management services through Enterprise. The resolution also authorizes the City to enter into a Master Equity Lease Agreement and related agreements and documents with Enterprise FM Trust for participation in the EFM program. In addition, the resolution authorizes the City Manager to execute lease documents for City vehicles under the EFM program without returning to the City Council for individual approval, provided lease costs remain within funding levels approved through the annual budget process.

LEGAL REVIEW:

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

PREPARED BY:

Alex Batres, Management Analyst, City Manager's Office
ATTACHMENTS:

1. Resolution No. 2026-22

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RESOLUTION NO. 2026-22

A RESOLUTION OF THE CITY OF DIAMOND BAR CITY COUNCIL,

APPROVING A MASTER EQUITY LEASE AGREEMENT AND

RELATED AGREEMENTS AND DOCUMENTS WITH ENTERPRISE
FLEET MANAGEMENT, INC., REGARDING A FLEET

MANAGEMENT PROGRAM AND AUTHORIZING THE CITY

MANAGER TO EXECUTE LEASE SCHEDULES FOR VEHICLES UP
TO SPECIFIED PARAMETERS.

WHEREAS, the City of Diamond Bar (“City”) owns and maintains a fleet of 24 light- and medium-duty vehicles used to provide public services, including but not limited to maintenance, neighborhood improvement, and recreation programming; and
WHEREAS, fleet management is an administrative approach that allows entities to organize and coordinate vehicles with the goal of improving efficiency, reducing costs, and being in compliance with government regulations; WHEREAS, the City’s fleet is currently managed by the Public Works Maintenance Division; and
WHEREAS, the City has historically purchased fleet vehicles outright, requiring significant upfront capital expenditures that have contributed to the retention of vehicles beyond their optimal service life, resulting in reduced overall fleet efficiency; and
WHEREAS, the City has identified that continued reliance on the current fleet management model has resulted in increased maintenance costs, reduced service levels, and inefficient allocation of staff resources; and WHEREAS, the California Air Resources Board has adopted the Advanced Clean Fleets Regulation, requiring public agency fleets to transition toward zeroemission vehicles beginning in 2027, thereby necessitating coordinated fleet planning, replacement scheduling, and infrastructure readiness; and WHEREAS, Chapter 3.24 of Title 3 of the Diamond Bar City Code contains the City’s Purchasing Policy (“Purchasing Policy”); and WHEREAS, according to the Purchasing Policy, the basic standard that should always prevail is a transparent, controlled, and equitable procurement process in the use and stewardship of public funds; and WHEREAS, the City Manager, acting in the role of Purchasing Manager, directs and supervises the acquisition of all goods and services under the authority of Diamond Bar City Code Section 3.24.040 (a); and

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Resolution No. 2026-22
2 WHEREAS, Diamond Bar City Code Section 3.24.090 (f) authorizes the Purchasing Manager to dispense with formal bidding, when, in the opinion of the Purchasing Manager, supplies, personal property, services or equipment can be more efficiently or more cost efficient obtained if acquired on behalf of the City by the state department of general services or other government purchasing program, and the City Council authorizes “piggyback” procurement by resolution; and WHEREAS, the Purchasing Manager has determined that certain supplies, materials, personal property, and equipment can be more efficiently and more inexpensively obtained if acquired on behalf of the City as a participant of Sourcewell (formerly NJPA), an intergovernmental cooperative purchasing alliance that procures contracted goods and services through a competitive request for proposal solicitation process conducted by a public agency/governmental entity; and WHEREAS, acquisition of any such supplies, materials, personal property or equipment as a participant of a government purchasing program must be authorized by resolution of the City Council; and
WHEREAS, City staff has determined that vehicles meeting the City’s needs and requirements are available from Enterprise Fleet Management, Inc. (“Enterprise”) through a competitively-solicited cooperative agreement for fleet management services awarded through Sourcewell, a State of Minnesota local government unit and service cooperative, through its Solicitation Number: RFP #030122, whereby Enterprise was selected with an effective date of May 4, 2022, to continue in force and effect until April 18, 2026, which is attached hereto as Exhibit A; and
WHEREAS, the cooperative agreement for fleet management services awarded through Sourcewell was extended on January 21, 2026, with a new contract expiration date of April 18, 2027, which is attached hereto as Exhibit B; and WHEREAS, Enterprise’s fleet management program requires the City to enter into a Master Equity Lease Agreement (“Agreement”) by and between the City and Enterprise FM Trust for the lease of vehicles, attached hereto as Exhibit C; and WHEREAS, City staff, with the assistance of the City Attorney, has negotiated the terms of an Addendum to the Agreement (“Addendum”) whereby Enterprise has made concessions to the City not otherwise contained in its form Master Equity Lease Agreement and which is also attached hereto as Exhibit C; and WHEREAS, pursuant to the terms of the Agreement, as supplemented by the Addendum, the City, as lessee, may lease vehicles from Enterprise FM Trust, as lessor, by means of Lease Schedules for each Vehicle (“Lease Schedules”); and WHEREAS, this City Council desires to delegate to the City Manager the authority to enter into Lease Schedules for vehicles consistent with the Agreement,

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Resolution No. 2026-22
3 as supplemented by the Addendum, and further, consistent with the parameters detailed in this Resolution; and
NOW, THEREFORE BE IT RESOLVED, the City Council of the City of Diamond Bar, does hereby adopt Resolution No. 2026-XX as follows:

1. Authorizes participation of the City in Sourcewell.

2. Appoints the City Manager of the City to direct and supervise the acquisition of goods and services as a participant with Sourcewell.

3. Approves the Agreement, including the Addendum and all Supplemental Agreements and Documents attached as Exhibit C.

4. Authorizes the City Manager to execute and deliver the Agreement, as supplemented by the Addendum, and all the Supplemental Agreements, on behalf of the City.

5. Authorizes the City Manager to execute and deliver Lease Schedules and related documents for the lease of vehicles through the Enterprise Fleet Management program, not to exceed the dollar amounts approved for such leases and purchases in the annual budget as approved by the City Council in the budget process.

6. This Resolution shall take effect immediately upon its adoption.

PASSED, APPROVED AND ADOPTED this 16th day of June 2026.

CITY OF DIAMOND BAR
Steve Tye, Mayor

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Resolution No. 2026-22
4 ATTEST:

I, Kristina Santana, City Clerk of the City of Diamond Bar, do hereby certify that the foregoing Resolution was passed, approved and adopted at a regular meeting of the City Council of the City of Diamond Bar held on the 16th day of June 2026, by the following vote:

AYES: COUNCIL MEMBERS:

NOES: COUNCIL MEMBERS:

ABSENT: COUNCIL MEMBERS:

ABSTAINED: COUNCIL MEMBERS:

Kristina Santana, City Clerk
Attachments:

Exhibit A - Sourcewell Contract with Enterprise Fleet Management, Inc. RFP#030122 Exhibit B - Sourcewell Contract Extension with Enterprise Fleet Management, Inc.

RFP#030122
Exhibit C - Master Equity Lease Agreement and all Supplemental Agreements and Documents

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Exhibit A
Sourcewell Contract with Enterprise Fleet Management, Inc.

RFP#030122
Exhibit A

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030122-EFM
Rev. 3/2021 1
Solicitation Number: RFP #030122

CONTRACT
This Contract is between Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 (Sourcewell) and Enterprise Fleet Management, Inc., 600 Corporate Park Drive, St. Louis, MO 63105 (Supplier).

Sourcewell is a State of Minnesota local government unit and service cooperative created under the laws of the State of Minnesota (Minnesota Statutes Section 123A.21) that offers cooperative procurement solutions to government entities. Participation is open to eligible federal, state/province, and municipal governmental entities, higher education, K-12 education, nonprofit, tribal government, and other public entities located in the United States and Canada.

Sourcewell issued a public solicitation for Fleet Management Services from which Supplier was awarded a contract.

Supplier desires to contract with Sourcewell to provide equipment, products, or services to Sourcewell and the entities that access Sourcewell’s cooperative purchasing contracts (Participating Entities).

1. TERM OF CONTRACT
A. EFFECTIVE DATE. This Contract is effective upon the date of the final signature below.

B. EXPIRATION DATE AND EXTENSION. This Contract expires April 18, 2026, unless it is cancelled sooner pursuant to Article 22. This Contract may be extended one additional year upon the request of Sourcewell and written agreement by Supplier.

C. SURVIVAL OF TERMS. Notwithstanding any expiration or termination of this Contract, all payment obligations incurred prior to expiration or termination will survive, as will the following: Articles 11 through 14 survive the expiration or cancellation of this Contract. All other rights will cease upon expiration or termination of this Contract.

2. EQUIPMENT, PRODUCTS, OR SERVICES
A. EQUIPMENT, PRODUCTS, OR SERVICES. Supplier will provide the Equipment, Products, or Services as stated in its Proposal submitted under the Solicitation Number listed above.

Exhibit A

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030122-EFM
Rev. 3/2021 2
Supplier’s Equipment, Products, or Services Proposal (Proposal) is attached and incorporated into this Contract.

All Equipment and Products provided under this Contract must be new and the current model.

Supplier may offer close-out or refurbished Equipment or Products if they are clearly indicated in Supplier’s product and pricing list. Unless agreed to by the Participating Entities in advance, Equipment or Products must be delivered as operational to the Participating Entity’s site.

This Contract offers an indefinite quantity of sales, and while substantial volume is anticipated, sales and sales volume are not guaranteed.

B. WARRANTY. Equipment, product, or service warranties will be provided by the manufacturer or service provider. Supplier will assist the Participating Entity in reaching a resolution in any dispute over warranty terms with the manufacturer or service provider. Any manufacturer’s or service provider’s warranty will be passed on to the Participating Entity.

C. DEALERS, DISTRIBUTORS, AND/OR RESELLERS. Upon Contract execution and throughout the Contract term, Supplier must provide to Sourcewell a current means to validate or authenticate Supplier’s authorized dealers, distributors, or resellers relative to the Equipment, Products, and Services offered under this Contract, which will be incorporated into this Contract by reference. It is the Supplier’s responsibility to ensure Sourcewell receives the most current information.

3. PRICING
All Equipment, Products, or Services under this Contract will be priced at or below the price stated in Supplier’s Proposal.

When providing pricing quotes to Participating Entities, all pricing quoted must reflect a Participating Entity’s total cost of acquisition. This means that the quoted cost is for delivered Equipment, Products, and Services that are operational for their intended purpose, and includes all costs to the Participating Entity’s requested delivery location.

Regardless of the payment method chosen by the Participating Entity, the total cost associated with any purchase option of the Equipment, Products, or Services must always be disclosed in the pricing quote to the applicable Participating Entity at the time of purchase.

A. SHIPPING AND SHIPPING COSTS. All delivered Equipment and Products must be properly packaged. Damaged Equipment and Products may be rejected. If the damage is not readily apparent at the time of delivery, Supplier must permit the Equipment and Products to be returned within a reasonable time at no cost to Sourcewell or its Participating Entities.

Participating Entities reserve the right to inspect the Equipment and Products at a reasonable

Exhibit A

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030122-EFM
Rev. 3/2021 3
time after delivery where circumstances or conditions prevent effective inspection of the Equipment and Products at the time of delivery.

In the event that Equipment and Products arrive in a defective or inoperable condition, the Participating Entity must promptly bring any such condition to Supplier’s attention. Supplier will then provide commercially reasonable assistance to the Participating Entity in any communication or negotiation with the Equipment and Product’s manufacturer or dealer, as applicable, with respect to claims relating to such condition.

B. SALES TAX. Each Participating Entity is responsible for supplying the Supplier with valid taxexemption certification(s). When ordering, a Participating Entity must indicate if it is a taxexempt entity.

C. HOT LIST PRICING. At any time during this Contract, Supplier may offer a specific selection of Equipment, Products, or Services at discounts greater than those listed in the Contract.

When Supplier determines it will offer Hot List Pricing, it must be submitted electronically to Sourcewell in a line-item format. Equipment, Products, or Services may be added or removed from the Hot List at any time through a Sourcewell Price and Product Change Form as defined in Article 4 below.

Hot List program and pricing may also be used to discount and liquidate close-out and discontinued Equipment and Products as long as those close-out and discontinued items are clearly identified as such. Current ordering process and administrative fees apply. Hot List Pricing must be published and made available to all Participating Entities.

4. PRODUCT AND PRICING CHANGE REQUESTS
Supplier may request Equipment, Product, or Service changes, additions, or deletions at any time. All requests must be made in writing by submitting a signed Sourcewell Price and Product Change Request Form to the assigned Sourcewell Supplier Development Administrator. This approved form is available from the assigned Sourcewell Supplier Development Administrator.

At a minimum, the request must:
x Identify the applicable Sourcewell contract number;
x Clearly specify the requested change;
x Provide sufficient detail to justify the requested change; x Individually list all Equipment, Products, or Services affected by the requested change, along with the requested change (e.g., addition, deletion, price change); and x Include a complete restatement of pricing documentation in Microsoft Excel with the effective date of the modified pricing, or product addition or deletion. The new pricing restatement must include all Equipment, Products, and Services offered, even for those items where pricing remains unchanged.

Exhibit A

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030122-EFM
Rev. 3/2021 4
A fully executed Sourcewell Price and Product Change Request Form will become an amendment to this Contract and will be incorporated by reference.

5. PARTICIPATION, CONTRACT ACCESS, AND PARTICIPATING ENTITY REQUIREMENTS A. PARTICIPATION. Sourcewell’s cooperative contracts are available and open to public and nonprofit entities across the United States and Canada; such as federal, state/province, municipal, K-12 and higher education, tribal government, and other public entities.

The benefits of this Contract should be available to all Participating Entities that can legally access the Equipment, Products, or Services under this Contract. A Participating Entity’s authority to access this Contract is determined through its cooperative purchasing, interlocal, or joint powers laws. Any entity accessing benefits of this Contract will be considered a Service Member of Sourcewell during such time of access. Supplier understands that a Participating Entity’s use of this Contract is at the Participating Entity’s sole convenience and Participating Entities reserve the right to obtain like Equipment, Products, or Services from any other source.

Supplier is responsible for familiarizing its sales and service forces with Sourcewell contract use eligibility requirements and documentation and will encourage potential participating entities to join Sourcewell. Sourcewell reserves the right to add and remove Participating Entities to its roster during the term of this Contract.

B. PUBLIC FACILITIES. Supplier’s employees may be required to perform work at governmentowned facilities, including schools. Supplier’s employees and agents must conduct themselves in a professional manner while on the premises, and in accordance with Participating Entity policies and procedures, and all applicable laws.

6. PARTICIPATING ENTITY USE AND PURCHASING
A. ORDERS AND PAYMENT. To access the contracted Equipment, Products, or Services under this Contract, a Participating Entity must clearly indicate to Supplier that it intends to access this Contract; however, order flow and procedure will be developed jointly between Sourcewell and Supplier. Typically, a Participating Entity will issue an order directly to Supplier or its authorized subsidiary, distributor, dealer, or reseller. If a Participating Entity issues a purchase order, it may use its own forms, but the purchase order should clearly note the applicable Sourcewell contract number. All Participating Entity orders under this Contract must be issued prior to expiration or cancellation of this Contract; however, Supplier performance, Participating Entity payment obligations, and any applicable warranty periods or other Supplier or Participating Entity obligations may extend beyond the term of this Contract.

Exhibit A

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030122-EFM
Rev. 3/2021 5
Supplier’s acceptable forms of payment are included in its attached Proposal. Participating Entities will be solely responsible for payment and Sourcewell will have no liability for any unpaid invoice of any Participating Entity.

B. ADDITIONAL TERMS AND CONDITIONS/PARTICIPATING ADDENDUM. Additional terms and conditions to a purchase order, or other required transaction documentation, may be negotiated between a Participating Entity and Supplier, such as job or industry-specific requirements, legal requirements (e.g., affirmative action or immigration status requirements), or specific local policy requirements. Some Participating Entities may require the use of a Participating Addendum; the terms of which will be negotiated directly between the Participating Entity and the Supplier. Any negotiated additional terms and conditions must never be less favorable to the Participating Entity than what is contained in this Contract.

C. SPECIALIZED SERVICE REQUIREMENTS. In the event that the Participating Entity requires service or specialized performance requirements not addressed in this Contract (such as ecommerce specifications, specialized delivery requirements, or other specifications and requirements), the Participating Entity and the Supplier may enter into a separate, standalone agreement, apart from this Contract. Sourcewell, including its agents and employees, will not be made a party to a claim for breach of such agreement.

D. TERMINATION OF ORDERS. Participating Entities may terminate an order prior to the applicable Equipment and Product manufacturer or dealer deadline, in whole or in part, immediately upon notice to Supplier in the event of any of the following:

1. The Participating Entity fails to receive funding or appropriation from its governing body at levels sufficient to pay for the equipment, products, or services to be purchased; or

2. Federal, state, or provincial laws or regulations prohibit the purchase or change the Participating Entity’s requirements.

Any termination thereafter will be governed by the terms and conditions of Supplier’s affiliates’ Master Lease Agreement.

E. GOVERNING LAW AND VENUE. The governing law and venue for any action related to a Participating Entity’s order will be determined by the Participating Entity making the purchase.

7. CUSTOMER SERVICE
A. PRIMARY ACCOUNT REPRESENTATIVE. Supplier will assign an Account Representative to Sourcewell for this Contract and must provide prompt notice to Sourcewell if that person is changed. The Account Representative will be responsible for:
x Maintenance and management of this Contract;

Exhibit A

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030122-EFM
Rev. 3/2021 6
x Timely response to all Sourcewell and Participating Entity inquiries; and x Business reviews to Sourcewell and Participating Entities, if applicable.

B. BUSINESS REVIEWS. Supplier must perform a minimum of one business review with Sourcewell per contract year. The business review will cover sales to Participating Entities, pricing and contract terms, administrative fees, sales data reports, supply issues, customer issues, and any other necessary information.

8. REPORT ON CONTRACT SALES ACTIVITY AND ADMINISTRATIVE FEE PAYMENT A. CONTRACT SALES ACTIVITY REPORT. Each calendar quarter, Supplier must provide a contract sales activity report (Report) to the Sourcewell Supplier Development Administrator assigned to this Contract. Reports are due no later than 45 days after the end of each calendar quarter. A Report must be provided regardless of the number or amount of sales during that quarter (i.e., if there are no sales, Supplier must submit a report indicating no sales were made).

The Report must contain the following fields:
x Participating Entity Name (e.g., City of Staples Highway Department); x Participating Entity Physical Street Address;
x Participating Entity City;
x Participating Entity State/Province;
x Participating Entity Zip/Postal Code;
x Participating Entity Contact Name;
x Participating Entity Contact Email Address;
x Participating Entity Contact Telephone Number;
x Sourcewell Assigned Entity/Participating Entity Number; x Item Purchased Description;
x Item Purchased Price;
x Sourcewell Administrative Fee Applied; and
x Date Purchase was invoiced/sale was recognized as revenue by Supplier.

B. ADMINISTRATIVE FEE. In consideration for the support and services provided by Sourcewell, the Supplier will pay an administrative fee to Sourcewell on all Equipment, Products, and Services provided to Participating Entities. The Administrative Fee must be included in, and not added to, the pricing. Supplier may not charge Participating Entities more than the contracted price to offset the Administrative Fee.

The Supplier will submit payment to Sourcewell for the percentage of administrative fee stated in the Proposal multiplied by the total sales of all Equipment, Products, and Services purchased by Participating Entities under this Contract during each calendar quarter. Payments should

Exhibit A

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030122-EFM
Rev. 3/2021 7
note the Supplier’s name and Sourcewell-assigned contract number in the memo; and must be mailed to the address above “Attn: Accounts Receivable” or remitted electronically to Sourcewell’s banking institution per Sourcewell’s Finance department instructions. Payments must be received no later than 45 calendar days after the end of each calendar quarter.

Supplier agrees to cooperate with Sourcewell in auditing transactions under this Contract to ensure that the administrative fee is paid on all items purchased under this Contract.

In the event the Supplier is delinquent in any undisputed administrative fees, Sourcewell reserves the right to cancel this Contract and reject any proposal submitted by the Supplier in any subsequent solicitation. In the event this Contract is cancelled by either party prior to the Contract’s expiration date, the administrative fee payment will be due no more than 30 days from the cancellation date.

9. AUTHORIZED REPRESENTATIVE
Sourcewell's Authorized Representative is its Chief Procurement Officer.

Supplier’s Authorized Representative is the person named in the Supplier’s Proposal. If Supplier’s Authorized Representative changes at any time during this Contract, Supplier must promptly notify Sourcewell in writing.

10. AUDIT, ASSIGNMENT, AMENDMENTS, WAIVER, AND CONTRACT COMPLETE A. AUDIT. Pursuant to Minnesota Statutes Section 16C.05, subdivision 5, the books, records, documents, and accounting procedures and practices relevant to this Agreement are subject to examination by Sourcewell or the Minnesota State Auditor for a minimum of six years from the end of this Contract. This clause extends to Participating Entities as it relates to business conducted by that Participating Entity under this Contract.

B. ASSIGNMENT. Neither party may assign or otherwise transfer its rights or obligations under this Contract without the prior written consent of the other party and a fully executed assignment agreement. Such consent will not be unreasonably withheld. Any prohibited assignment will be invalid.

C. AMENDMENTS. Any amendment to this Contract must be in writing and will not be effective until it has been duly executed by the parties.

D. WAIVER. Failure by either party to take action or assert any right under this Contract will not be deemed a waiver of such right in the event of the continuation or repetition of the circumstances giving rise to such right. Any such waiver must be in writing and signed by the parties.

Exhibit A

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030122-EFM
Rev. 3/2021 8
E. CONTRACT COMPLETE. This Contract, with respect to the subject matter hereof, represents the complete agreement between the parties. No other understanding regarding this Contract, whether written or oral, may be used to bind either party. For any conflict between the attached Proposal and the terms set out in Articles 1-22 of this Contract, the terms of Articles 1- 22 will govern.

F. RELATIONSHIP OF THE PARTIES. The relationship of the parties is one of independent contractors, each free to exercise judgment and discretion with regard to the conduct of their respective businesses. This Contract does not create a partnership, joint venture, or any other relationship such as master-servant, or principal-agent.

11. INDEMNITY AND HOLD HARMLESS
Supplier must indemnify, defend, save, and hold Sourcewell, including their agents and employees, harmless from any third-party claims or causes of action, including attorneys’ fees incurred by Sourcewell, arising out of any act or omission in the performance of this Contract by the Supplier or its agents or employees. Sourcewell’s responsibility will be governed by the State of Minnesota’s Tort Liability Act (Minnesota Statutes Chapter 466) and other applicable law.

Indemnity obligations between Supplier and any Participating Entity, if any, will be as set forth in the applicable Supplier’s affiliates’ Master Lease Agreement.

12. GOVERNMENT DATA PRACTICES
Supplier and Sourcewell must comply with the Minnesota Government Data Practices Act, Minnesota Statutes Chapter 13, as it applies to all data provided by or provided to Sourcewell under this Contract and as it applies to all data created, collected, received, stored, used, maintained, or disseminated by the Supplier under this Contract.

13. INTELLECTUAL PROPERTY, PUBLICITY, MARKETING, AND ENDORSEMENT A. INTELLECTUAL PROPERTY

1. Grant of License. During the term of this Contract:
a. Sourcewell grants to Supplier a royalty-free, worldwide, non-exclusive right and license to use the trademark(s) provided to Supplier by Sourcewell in advertising and promotional materials for the purpose of marketing Sourcewell’s relationship with Supplier.
b. Supplier grants to Sourcewell a royalty-free, worldwide, non-exclusive right and license to use Supplier’s trademarks in advertising and promotional materials for the purpose of marketing Supplier’s relationship with Sourcewell.

2. Limited Right of Sublicense. The right and license granted herein includes a limited right of each party to grant sublicenses to their respective subsidiaries, distributors, dealers,

Exhibit A

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resellers, marketing representatives, and agents (collectively “Permitted Sublicensees”) in advertising and promotional materials for the purpose of marketing the Parties’ relationship to Participating Entities. Any sublicense granted will be subject to the terms and conditions of this Article. Each party will be responsible for any breach of this Article by any of their respective sublicensees.

3. Use; Quality Control.
a. Neither party may alter the other party’s trademarks from the form provided and must comply with removal requests as to specific uses of its trademarks or logos.
b. Each party agrees to use, and to cause its Permitted Sublicensees to use, the other party’s trademarks only in good faith and in a dignified manner consistent with such party’s use of the trademarks. Upon written notice to the breaching party, the breaching party has 30 days of the date of the written notice to cure the breach or the license will be terminated.

4. As applicable, Supplier agrees to indemnify and hold harmless Sourcewell and its Participating Entities against any and all suits, claims, judgments, and costs instituted or recovered against Sourcewell or Participating Entities by any person on account of the use of any Equipment or Products by Sourcewell or its Participating Entities supplied by Supplier in violation of applicable patent or copyright laws.

5. Termination. Upon the termination of this Contract for any reason, each party, including Permitted Sublicensees, will have 30 days to remove all Trademarks from signage, websites, and the like bearing the other party’s name or logo (excepting Sourcewell’s pre-printed catalog of suppliers which may be used until the next printing). Supplier must return all marketing and promotional materials, including signage, provided by Sourcewell, or dispose of it according to Sourcewell’s written directions.

B. PUBLICITY. Any publicity regarding the subject matter of this Contract must not be released without prior written approval from the Authorized Representatives. Publicity includes notices, informational pamphlets, press releases, research, reports, signs, and similar public notices prepared by or for the Supplier individually or jointly with others, or any subcontractors, with respect to the program, publications, or services provided resulting from this Contract.

C. MARKETING. Any direct advertising, marketing, or offers with Participating Entities must be approved by Sourcewell. Send all approval requests to the Sourcewell Supplier Development Administrator assigned to this Contract.

D. ENDORSEMENT. The Supplier must not claim that Sourcewell endorses its Equipment, Products, or Services.

Exhibit A

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14. GOVERNING LAW, JURISDICTION, AND VENUE
The substantive and procedural laws of the State of Minnesota will govern this Contract. Venue for all legal proceedings arising out of this Contract, or its breach, must be in the appropriate state court in Todd County, Minnesota or federal court in Fergus Falls, Minnesota.

15. FORCE MAJEURE
Neither party to this Contract will be held responsible for delay or default caused by acts of God or other conditions that are beyond that party’s reasonable control. A party defaulting under this provision must provide the other party prompt written notice of the default.

16. SEVERABILITY
If any provision of this Contract is found by a court of competent jurisdiction to be illegal, unenforceable, or void then both parties will be relieved from all obligations arising from that provision. If the remainder of this Contract is capable of being performed, it will not be affected by such determination or finding and must be fully performed.

17. PERFORMANCE, DEFAULT, AND REMEDIES
A. PERFORMANCE. During the term of this Contract, the parties will monitor performance and address unresolved contract issues as follows:

1. Notification. The parties must promptly notify each other of any known dispute and work in good faith to resolve such dispute within a reasonable period of time. If necessary, Sourcewell and the Supplier will jointly develop a short briefing document that describes the issue(s), relevant impact, and positions of both parties.

2. Escalation. If parties are unable to resolve the issue in a timely manner, as specified above, either Sourcewell or Supplier may escalate the resolution of the issue to a higher level of management. The Supplier will have 30 calendar days to cure an outstanding issue.

3. Performance while Dispute is Pending. Notwithstanding the existence of a dispute, the Supplier must continue without delay to carry out all of its responsibilities under the Contract that are not affected by the dispute.

B. DEFAULT AND REMEDIES. Either of the following constitutes cause to declare this Contract, or any Participating Entity order under this Contract, in default:

1. Nonperformance of contractual requirements, or

2. A material breach of any term or condition of this Contract.

The party claiming default must provide written notice of the default, with 30 calendar days to cure the default. Time allowed for cure will not diminish or eliminate any liability for liquidated

Exhibit A

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or other damages. If the default remains after the opportunity for cure, the non-defaulting party may:
x Exercise any remedy provided by law or equity, or
x Terminate the Contract or any portion thereof, including any orders issued against the Contract.

18. INSURANCE
A. REQUIREMENTS. At its own expense, Supplier must maintain insurance policy(ies) in effect at all times during the performance of this Contract with insurance company(ies) licensed or authorized to do business in the State of Minnesota having an “AM BEST” rating of A- or better, with coverage and limits of insurance not less than the following:

1. Workers’ Compensation and Employer’s Liability.

Workers’ Compensation: As required by any applicable law or regulation.

Employer's Liability Insurance: must be provided in amounts not less than listed below:

Minimum limits:
$500,000 each accident for bodily injury by accident
$500,000 policy limit for bodily injury by disease
$500,000 each employee for bodily injury by disease

2. Commercial General Liability Insurance. Supplier will maintain insurance covering its operations, with coverage on an occurrence basis, and must be subject to terms no less broad than the Insurance Services Office (“ISO”) Commercial General Liability Form CG0001 (2001 or newer edition), or equivalent. At a minimum, coverage must include liability arising from premises, operations, bodily injury and property damage, independent contractors, products-completed operations including construction defect, contractual liability, blanket contractual liability, and personal injury and advertising injury. All required limits, terms and conditions of coverage must be maintained during the term of this Contract.

Minimum Limits:
$1,000,000 each occurrence Bodily Injury and Property Damage $1,000,000 Personal and Advertising Injury
$2,000,000 aggregate for Products-Completed operations
$2,000,000 general aggregate

3. Commercial Automobile Liability Insurance. During the term of this Contract, Supplier will maintain insurance covering all owned, hired, and non-owned automobiles in limits of liability not less than indicated below. The coverage must be subject to terms no less broad than ISO Business Auto Coverage Form CA 0001 (2010 edition or newer), or equivalent.

Exhibit A

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Minimum Limits:
$1,000,000 each accident, combined single limit

4. Umbrella Insurance. During the term of this Contract, Supplier will maintain umbrella coverage over Employer’s Liability, Commercial General Liability, and Commercial Automobile.

Minimum Limits:
$2,000,000

5. Network Security and Privacy Liability Insurance. During the term of this Contract, Supplier will maintain coverage for network security and privacy liability. The coverage may be endorsed on another form of liability coverage or written on a standalone policy. The insurance must cover claims which may arise from failure of Supplier’s security resulting in, but not limited to, computer attacks, unauthorized access, disclosure of not public data – including but not limited to, confidential or private information, transmission of a computer virus, or denial of service.

Minimum limits:
$2,000,000 per occurrence
$2,000,000 annual aggregate
Failure of Supplier to maintain the required insurance will constitute a material breach entitling Sourcewell to immediately terminate this Contract for default.

B. CERTIFICATES OF INSURANCE. Prior to commencing under this Contract, Supplier must furnish to Sourcewell a certificate of insurance, as evidence of the insurance required under this Contract. Prior to expiration of the policy(ies), renewal certificates must be mailed to Sourcewell, 202 12th Street Northeast, P.O. Box 219, Staples, MN 56479 or sent to the Sourcewell Supplier Development Administrator assigned to this Contract. The certificates must be signed by a person authorized by the insurer(s) to bind coverage on their behalf.

Failure to request certificates of insurance by Sourcewell, or failure of Supplier to provide certificates of insurance, in no way limits or relieves Supplier of its duties and responsibilities in this Contract.

C. ADDITIONAL INSURED ENDORSEMENT AND PRIMARY AND NON-CONTRIBUTORY INSURANCE CLAUSE. Supplier agrees to list Sourcewell and its Participating Entities, including their officers, agents, and employees, as an additional insured under the Supplier’s commercial general liability insurance policy with respect to liability arising out of activities, “operations,” or “work” performed by or on behalf of Supplier, and products and completed operations of Supplier. The policy provision(s) or endorsement(s) must further provide that coverage is primary and not excess over or contributory with any other valid, applicable, and collectible insurance or self-insurance in force for the additional insureds.

Exhibit A

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D. WAIVER OF SUBROGATION. Supplier waives and must require (by endorsement or otherwise) all its insurers to waive subrogation rights against Sourcewell and other additional insureds for losses paid under the insurance policies required by this Contract or other insurance applicable to the Supplier or its subcontractors. The waiver must apply to all deductibles and/or self-insured retentions applicable to the required or any other insurance maintained by the Supplier or its subcontractors. Where permitted by law, Supplier must require similar written express waivers of subrogation and insurance clauses from each of its subcontractors.

E. UMBRELLA/EXCESS LIABILITY/SELF-INSURED RETENTION. The limits required by this Contract can be met by either providing a primary policy or in combination with umbrella/excess liability policy(ies), or self-insured retention.

19. COMPLIANCE
A. LAWS AND REGULATIONS. All Equipment, Products, or Services provided under this Contract must comply fully with applicable federal laws and regulations, and with the laws in the states and provinces in which the Equipment, Products, or Services are sold.

B. LICENSES. Supplier must maintain a valid and current status on all required federal, state/provincial, and local licenses, bonds, and permits required for the operation of the business that the Supplier conducts with Sourcewell and Participating Entities.

20. BANKRUPTCY, DEBARMENT, OR SUSPENSION CERTIFICATION
Supplier certifies and warrants that it is not in bankruptcy or that it has previously disclosed in writing certain information to Sourcewell related to bankruptcy actions. If at any time during this Contract Supplier declares bankruptcy, Supplier must immediately notify Sourcewell in writing.

Supplier certifies and warrants that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from programs operated by the State of Minnesota; the United States federal government or the Canadian government, as applicable; or any Participating Entity. Supplier certifies and warrants that neither it nor its principals have been convicted of a criminal offense related to the subject matter of this Contract. Supplier further warrants that it will provide immediate written notice to Sourcewell if this certification changes at any time.

21. PROVISIONS FOR NON-UNITED STATES FEDERAL ENTITY PROCUREMENTS UNDER

UNITED STATES FEDERAL AWARDS OR OTHER AWARDS
Participating Entities that use United States federal grant or FEMA funds to purchase goods or services from this Contract may be subject to additional requirements including the

Exhibit A

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procurement standards of the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards, 2 C.F.R. § 200. Participating Entities may have additional requirements based on specific funding source terms or conditions. Within this Article, all references to “federal” should be interpreted to mean the United States federal government.

The following list only applies when a Participating Entity accesses Supplier’s Equipment, Products, or Services with United States federal funds.

A. EQUAL EMPLOYMENT OPPORTUNITY. Except as otherwise provided under 41 C.F.R. § 60, all contracts that meet the definition of “federally assisted construction contract” in 41 C.F.R. § 60-

1.3 must include the equal opportunity clause provided under 41 C.F.R. §60-1.4(b), in accordance with Executive Order 11246, “Equal Employment Opportunity” (30 FR 12319, 12935, 3 C.F.R. §, 1964-1965 Comp., p. 339), as amended by Executive Order 11375, “Amending Executive Order 11246 Relating to Equal Employment Opportunity,” and implementing regulations at 41 C.F.R. § 60, “Office of Federal Contract Compliance Programs, Equal Employment Opportunity, Department of Labor.” The equal opportunity clause is incorporated herein by reference.

B. DAVIS-BACON ACT, AS AMENDED (40 U.S.C. § 3141-3148). Intentionally omitted.

C. CONTRACT WORK HOURS AND SAFETY STANDARDS ACT (40 U.S.C. § 3701-3708).

Intentionally omitted.

D. RIGHTS TO INVENTIONS MADE UNDER A CONTRACT OR AGREEMENT. Intentionally omitted.

E. CLEAN AIR ACT (42 U.S.C. § 7401-7671Q.) AND THE FEDERAL WATER POLLUTION CONTROL ACT (33 U.S.C. § 1251-1387). Intentionally omitted.

F. DEBARMENT AND SUSPENSION (EXECUTIVE ORDERS 12549 AND 12689). A contract award (see 2 C.F.R. § 180.220) must not be made to parties listed on the government wide exclusions in the System for Award Management (SAM), in accordance with the OMB guidelines at 2 C.F.R. §180 that implement Executive Orders 12549 (3 C.F.R. § 1986 Comp., p. 189) and 12689 (3 C.F.R. § 1989 Comp., p. 235), “Debarment and Suspension.” SAM Exclusions contains the names of parties debarred, suspended, or otherwise excluded by agencies, as well as parties declared ineligible under statutory or regulatory authority other than Executive Order 12549. Supplier certifies that neither it nor its principals are presently debarred, suspended, proposed for debarment, declared ineligible, or voluntarily excluded from participation by any federal department or agency.

G. BYRD ANTI-LOBBYING AMENDMENT, AS AMENDED (31 U.S.C. § 1352). Suppliers must file any required certifications. Suppliers must not have used federal appropriated funds to pay any person or organization for influencing or attempting to influence an officer or employee of any agency, a member of Congress, officer or employee of Congress, or an employee of a member of Congress in connection with obtaining any federal contract, grant, or any other award

Exhibit A

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covered by 31 U.S.C. § 1352. Suppliers must disclose any lobbying with non-federal funds that takes place in connection with obtaining any federal award. Such disclosures are forwarded from tier to tier up to the non-federal award. Suppliers must file all certifications and disclosures required by, and otherwise comply with, the Byrd Anti-Lobbying Amendment (31 U.S.C. § 1352).

H. RECORD RETENTION REQUIREMENTS. To the extent applicable, Supplier must comply with the record retention requirements detailed in 2 C.F.R. § 200.333. The Supplier further certifies that it will retain all records as required by 2 C.F.R. § 200.333 for a period of 3 years after grantees or subgrantees submit final expenditure reports or quarterly or annual financial reports, as applicable, and all other pending matters are closed.

I. ENERGY POLICY AND CONSERVATION ACT COMPLIANCE. Intentionally omitted.

J. BUY AMERICAN PROVISIONS COMPLIANCE. Intentionally omitted.

K. ACCESS TO RECORDS (2 C.F.R. § 200.336). Supplier agrees that duly authorized representatives of a federal agency must have access to any books, documents, papers and records of Supplier that are directly pertinent to Supplier’s discharge of its obligations under this Contract for the purpose of making audits, examinations, excerpts, and transcriptions. The right also includes timely and reasonable access to Supplier’s personnel for the purpose of interview and discussion relating to such documents.

L. PROCUREMENT OF RECOVERED MATERIALS (2 C.F.R. § 200.322). Intentionally omitted.

M. FEDERAL SEAL(S), LOGOS, AND FLAGS. The Supplier not use the seal(s), logos, crests, or reproductions of flags or likenesses of Federal agency officials without specific pre-approval.

N. NO OBLIGATION BY FEDERAL GOVERNMENT. The U.S. federal government is not a party to this Contract or any purchase by an Participating Entity and is not subject to any obligations or liabilities to the Participating Entity, Supplier, or any other party pertaining to any matter resulting from the Contract or any purchase by an authorized user.

O. PROGRAM FRAUD AND FALSE OR FRAUDULENT STATEMENTS OR RELATED ACTS. The Contractor acknowledges that 31 U.S.C. 38 (Administrative Remedies for False Claims and Statements) applies to the Supplier’s actions pertaining to this Contract or any purchase by a Participating Entity.

P. FEDERAL DEBT. The Supplier certifies that it is non-delinquent in its repayment of any federal debt. Examples of relevant debt include delinquent payroll and other taxes, audit disallowance, and benefit overpayments.

Exhibit A

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Q. CONFLICTS OF INTEREST. The Supplier must notify the U.S. Office of General Services, Sourcewell, and Participating Entity as soon as possible if this Contract or any aspect related to the anticipated work under this Contract raises an actual or potential conflict of interest (as described in 2 C.F.R. Part 200). The Supplier must explain the actual or potential conflict in writing in sufficient detail so that the U.S. Office of General Services, Sourcewell, and Participating Entity are able to assess the actual or potential conflict; and provide any additional information as necessary or requested.

R. U.S. EXECUTIVE ORDER 13224. The Supplier, and its subcontractors, must comply with U.S.

Executive Order 13224 and U.S. Laws that prohibit transactions with and provision of resources and support to individuals and organizations associated with terrorism.

S. PROHIBITION ON CERTAIN TELECOMMUNICATIONS AND VIDEO SURVEILLANCE SERVICES OR EQUIPMENT. Intentionally omitted.

T. DOMESTIC PREFERENCES FOR PROCUREMENTS. To the extent applicable, Supplier certifies that during the term of this Contract will comply with applicable requirements of 2 C.F.R. § 200.322.

22. CANCELLATION
Sourcewell or Supplier may cancel this Contract at any time, with or without cause, upon 60 days’ written notice to the other party. However, Sourcewell may cancel this Contract immediately upon discovery of a material defect in any certification made in Supplier’s Proposal. Cancellation of this Contract does not relieve either party of financial, product, or service obligations incurred or accrued prior to cancellation.

Sourcewell Enterprise Fleet Management, Inc.

By: __________________________ By: __________________________ Jeremy Schwartz Dain Giesie
Title: Chief Procurement Officer Title: Vice President
Date: ________________________ Date: ________________________

Exhibit A

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Approved:

By: __________________________
Chad Coauette
Title: Executive Director/CEO
Date: ________________________

Exhibit A

Page 124 of 655 ends

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Exhibit A

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Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.

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Page 127 of 655 ends

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Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.

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Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.

Exhibit A

Page 130 of 655 ends

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Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.

Exhibit A

Page 131 of 655 ends

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Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.

Exhibit A

Page 132 of 655 ends

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Page 133 of 655 ends

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Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.

Exhibit A

Page 134 of 655 ends

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Bid Number: RFP 030122 Vendor Name: Enterprise Fleet Management, Inc.

Exhibit A

Page 136 of 655 ends

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Exhibit A

Page 137 of 655 ends

Diamond Bar City CouncilJune 16, 2026

Diamond Bar City Council
June 16, 2026