Duarte City Council
March 25, 2025

City Council March 25, 2025 Page | 1

CITY OF DUARTE
AGENDA

REGULAR JOINT MEETING OF THE

CITY COUNCIL/HOUSING AUTHORITY/DUARTE

COMMUNITY FACILITIES FINANCING

AUTHORITY

CITY COUNCIL CHAMBERS
1600 HUNTINGTON DRIVE, DUARTE, CA 91010
Tuesday, March 25, 2025
7:00 PM

MISSION STATEMENT
With integrity and transparency, the City of Duarte provides exemplary public services in a caring and fiscally responsible manner with a commitment to our community’s future.

Cesar A. Garcia, Mayor
Tera Martin Del Campo, Mayor Pro Tem
Margaret Finlay, Councilmember
Samuel Kang, Councilmember
Toney Lewis, Councilmember
Vinh Truong, Councilmember
Martin Calderon, Councilmember
City/Authority Staff:

Brian Villalobos, City Manager
Kristen Petersen, Assistant City Manager and Director of Administrative Services Craig Hensley, Director of Community Development
Manuel Enriquez, Director of Parks and Recreation
Larry Breceda, Director of Public Safety Services
Thai Viet Phan, City Attorney
Annette Juarez, City Clerk
ADA ACCESSIBILITY NOTICE:

In compliance with the Americans with Disabilities Act, if you need assistance to participate in this meeting, you should contact the City Manager's office at (626) 357-7931. Notification no later than 1:00 p.m. on the day preceding the meeting will enable the City to make reasonable arrangements to assist your accessibility to this meeting.

Notice:

Any documents distributed by the City/Authorities to a majority of the City Council/Housing Authority/Financing Authority Board less than 72 hours prior to the City Council/Housing Authority/Financing Authority meeting will be made available for public inspection at City Hall,

City Council March 25, 2025 Page | 2
1600 Huntington Drive, Duarte, CA 91010, during normal business hours, except such documents that relate to closed session items or which are otherwise exempt from disclosure under applicable law.

Notice:

Duarte City Council meetings are videotaped for later broadcast. Attendance at the meeting constitutes consent by members of the public to the City's and any third party's use in any media, without compensation or further notice, of audio, video, and/or pictures of meeting attendees.

Members of the public may livestream the City Council meeting broadcast on the City’s website. To access the meeting, log onto www.accessduarte.com, then on the homepage, click on the Agendas & Meetings icon then click on the City Council Meeting link. City Council meetings are also broadcast daily at 12:00 p.m. and 7:00 p.m., following each meeting, via Spectrum Cable - Channel 3.

Public comment:

In-Person: Members of the public may provide in-person comments at the podium in the Council Chamber. Speakers who wish to address the Council must do so by submitting a speaker card prior to the start of Closed Session for Closed Session items and by 7:00 p.m. for all other designated public comment periods as listed below. Comments for public hearings will take place after the hearing is opened. Cards will not be accepted after the start of the meeting without the permission of the presiding chair.

Speakers shall be limited to three (3) minutes per person per designated public comment period. At the Mayor’s discretion, the time limit may be shortened to allow all speakers the opportunity to address the City Council.

Written: Members of the public may submit written comment by emailing [email protected], prior to 4:00 p.m. on the day of the meeting. The subject line of your public comment email must contain the Agenda item number or title. Public comments, including personal contact information, are considered public record. Please do not provide any personal information (i.e. phone numbers, addresses, etc.) that you do not want to be published. Comments will be distributed to the City Council and made available for public review.
7:00 PM OPEN SESSION

1. CALL TO ORDER AND ROLL CALL
A. City Manager Written Comments

2. ADOPTION OF THE AGENDA

3. PLEDGE TO THE FLAG

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4. ORAL COMMUNICATIONS - SPECIAL ITEMS
Members of the public may address the City Council on agenda items listed under Special Items. Speakers shall be limited to three (3) minutes per person per designated public comment period. At the discretion of the presiding Chair, the time limit may be shortened to allow all speakers the opportunity to address the City Council.

5. SPECIAL ITEMS
A. Mayor's Youth Council Update
B. Public Safety Department Update
C. Recognition of Royal Oaks Annexation

6. ANNOUNCEMENTS OF UPCOMING COMMUNITY EVENTS

7. ORAL COMMUNICATIONS - ITEMS NOT ON THE AGENDA
Members of the public may address the City Council on matters which are not on the agenda but are within the subject matter jurisdiction of the City Council. Speakers shall be limited to three (3) minutes per person per designated public comment period. At the discretion of the presiding Chair, the time limit may be shortened to allow all speakers the opportunity to address the City Council.

8. ORAL COMMUNICATIONS - CONSENT CALENDAR
Members of the public may address the City Council on agenda items listed on the Consent Calendar. Speakers shall be limited to three (3) minutes per person per designated public comment period. At the discretion of the presiding Chair, the time limit may be shortened to allow all speakers the opportunity to address the City Council.

9. CONSENT CALENDAR
A. Motion to read all Resolutions and Ordinances presented for consideration by Title only and waive further reading (CC/HA/FA)
B. Approve absence(s) of City Councilmember(s) from the City Council meeting C. Approval of Minutes - March 11, 2025 Regular Meeting (CC/HA/FA) Recommended Action: Approve the minutes of March 11, 2025.

D. Approval of Warrants - March 25, 2025 (CC/HA/FA)
Recommended Action: Approve the warrants of March 25, 2025.

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E. Monthly Financial Report
Recommended Action: Receive and File the Monthly Financial Report for the month of January 2025.

F. Public Safety Department Update
Recommended Action: Receive and File the Public Safety Department Update.

G. Production Agreement with Pyro Spectaculars, Inc. for 2025 Independence Day Celebration Fireworks Production
Recommended Action: Authorize the City Manager to execute this production agreement with Pyro Spectacular, Inc. in the amount of $28,500 to produce the fireworks display at the City’s Independence Day Celebration & Fireworks Show on July 3, 2025.

H. Second Reading of Public Health Ordinance
Recommended Action: Adopt Ordinance No. 25-01.

I. Discussion and Consideration to send a Letter to the Board of Supervisors to take immediate steps that will reduce the number of vacancies and support retention efforts for Los Angeles County Deputy Sheriff Positions Recommended Action: Authorize the Mayor to sign a Letter to the Los Angeles County Board of Supervisors to take immediate steps that will reduce the number of vacancies and support retention efforts for Los Angeles County Deputy Sheriff Positions.

10. ITEMS REMOVED FROM CONSENT CALENDAR FOR DISCUSSION

11. PUBLIC HEARINGS
A. Establishment of Underground Utility District No. 11 Recommended Action: Adopt Resolution No. 25-07 to establish Underground Utility District No. 11.

12. ORAL COMMUNICATIONS - BUSINESS ITEMS
Members of the public may address the City Council on agenda items listed under Business Items. Speakers shall be limited to three (3) minutes per person per designated public comment period. At the discretion of the presiding Chair, the time limit may be shortened to allow all speakers the opportunity to address the City Council.

13. BUSINESS ITEMS
A. Award of Contract for Services as the City's Independent Auditor

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Recommended Action: Authorize the City Manager to enter into a Professional Services Agreement with LSL, LLP(“LSL”) for audit services for a three-year period beginning the fiscal year ending June 30, 2025, with an option to renew for an additional two one-year periods.

B. Adoption of Retention Schedule and Records Management Policy Recommended Action: Adopt Resolution No. 25-06 adopting a Records and Information Management Program Policy and Record Retention Policy.

C. Utility Box Art Program - 2024 Call for Artists Installation Update Recommended Action: Receive and File the Utility Box Art Installations update.

D. Selection of Recommending Body for Public Art Projects Recommended Action: Approve the Planning & Economic Development Commission to review and recommend public art projects.

E. Authorization for the City Manager to execute Community Recreation Joint Use Agreement with Duarte Unified School District
Recommended Action: Authorize the City Manager to execute this updated Community Joint Use Agreement between the City and Duarte Unified School District.

14. ITEMS FROM CITY COUNCIL/HOUSING AUTHORITY/FINANCING AUTHORITY MEMBERS

AND CITY MANAGER/EXECUTIVE DIRECTOR/REPORTS OF MEETINGS ATTENDED PER GOVERNMENT CODE SECTION 53232.3

15. ADJOURNMENT

AFFIDAVIT OF POSTING
I hereby certify under penalty of perjury under the laws of the State of California, that the foregoing Agenda was posted at the following locations: City Hall – 1600 Huntington Drive, Duarte Public Safety Department – 1042 Huntington Drive, Duarte Library – 1301 Buena Vista Street, and the City of Duarte website (www.accessduarte.com) not less than 72 hours prior to the meeting per Government Code 54954.2.

Dated this 19th day of March 2025.

Frances Jimenez
Deputy City Clerk

MEMORANDUM
TO: City Council
FROM: Brian Villalobos, City Manager
DATE: March 18, 2025
SUBJECT: Comments on Agenda Items, Meeting of March 25, 2025 ITEM 5.A. (Special Items). Mayor’s Youth Council Update - The Mayor’s Youth Council will provide an update for the council.

ITEM 5.B. (Special Items). Public Safety Department Update - Public Safety Director Larry Breceda will provide an update for the council.

ITEM 5.C. (Special Items). Recognition of Royal Oaks Annexation - On May 5, 2023, HumanGood SoCal DBA Royal Oaks filed a petition of Annexation with the Local Agency Formation Commission for the County of Los Angeles (LAFCO). On May 17, 2025, Royal Oaks became a part of the City of Duarte when the Certificate of Completion of Annexation was executed by LAFCO and recorded with the County Recorder. The City of Duarte officially welcomes the community of Royal Oaks! ITEM 9.E. (Consent Calendar). The Finance Department has submitted the monthly report for January of 2025 for review.

ITEM 9.F. (Consent Calendar). The Public Safety Department has submitted the monthly report for March 2025 for review.

ITEM 9.G. (Consent Calendar). - Production Agreement with Pyro Spectaculars, Inc. for 2025 Independence Day Celebration Fireworks Production - Since 2019, The City has hosted an Independence Day Celebration and Fireworks Show on July 3rd (except for 2020). Due to the growing attendance and positive feedback from the community each year, the City Council has once again allocated funding for a 2025 Independence Day Celebration and Fireworks Show. Pursuant to Municipal Code 2.36.050. (O), staff is recommending that the City Council waive the competitive bidding process for this procurement. As discussed above, Pyro Spectaculars, Inc.’s unique qualifications, technical site knowledge, and familiarity with our event venue space has demonstrated their ability to provide the City with high-quality fireworks displays while maintaining an excellent safety track record. The cost for Pyro Spectaculars, Inc. services is $28,500. Funds are available and budgeted for in the Fiscal Year 2024/25, under the General Fund (100- 1605-7758).

ITEM 9.H. (Consent Calendar). - Second Reading and Adoption of Ordinance No. 25-01 Amending the Duarte Municipal Code and Adopting by Reference the Los Angeles County Health Code Title 8 and Title 11 - This code amendment will adopt by reference Title 8 and Title 11 of the Los Angeles County Health Code, in order for the County to observe and enforce those enacted ordinances. Ordinance No. 25-01 adopts Title 8 and Title 11 of the Los Angeles County Health Code by reference and amends Duarte Municipal Code Sections 6.04.010 and 6.13.010 to reflect the adopted date of this ordinance. At its meeting on March 11, 2025, the City Council conducted a Public Hearing and first reading of this Ordinance. If adopted by the City Council, Ordinance No. 25-01 will go into effect in thirty (30) days.

ITEM 9.I. (Consent Calendar). - Discussion and Consideration to send a Letter to the Los Angeles County Board of Supervisors to take immediate steps that will reduce the number of vacancies and support retention efforts for Los Angeles County Deputy Sheriff Positions - Public safety remains one of the most important issues in our community. As one of the 44 cities that contract with the Sheriff’s Department for police response and patrol services, there is a concern that the Sheriff’s Department no longer has sufficient

staffing to properly secure our neighborhoods. At the LA County Board of Supervisors hearing on February 21st, Sheriff Luna indicated that the Department has more than 1,400 vacant deputy positions. He said deputies “are doing 100% of the work, with only 76% of the personnel.” Based on the above, the City of Duarte should consider urging the Los Angeles County Board of Supervisors to recognize the staffing crisis at the Los Angeles County Sheriff’s Department and to take immediate steps to reduce the number of vacancies and support retention efforts for deputy sheriff positions.

ITEM 11.A. (Public Hearings). - Resolution No. 25-07 - Establishing an Underground Utility District No. 11 - In August 2024, the City Council directed Staff to move forward with efforts to underground utilities on Huntington Drive to maximize the commitment by Los Angeles Public Works (LACPW) to assist with an undergrounding project in the City of Duarte with up to $1,000,000 of Southern California Edison (SCE) Rule 20A credits. The City is required to establish an underground utility district by resolution adoption to proceed with the necessary steps to be eligible for SCE Rule 20A funds. Proposed Underground Utility District No. 11 (UUD No. 11) would include the undergrounding of overhead utility facilities along the north side of Huntington Dr. from approximately 220 feet west of the intersection with Bradbourne Avenue to Mount Olive Drive, and along Bradbourne Avenue from Huntington Drive to 200-feet north of Huntington Drive. Undergrounding this portion of Huntington Dr. would make a 1.5-mile-long section of the entire corridor free of overhead wires within the 2.4-mile-long corridor. The estimated cost for the undergrounding project is up to approximately $1,250,000 where Los Angeles County Public Works would support the project with $1,000,000 of Rule 20A credits. The remaining budget need of $250,000 would be fulfilled by undergrounding fees that have been collected for the BP Pulse (2107 Huntington Dr.) Project and other Rule 20A credits available to the City. The City Council will have the opportunity to take action and designate the matching City funds when the final design cost estimate is complete.

ITEM 13.A. (Business Items). - Award Contract for Professional Auditing Services - For the past seven years, the City has contracted with the firm of Moss, Levy & Hartzheim LLP for its annual independent audit. While there is no mandated rotation of audit firms, there is a requirement that lead audit partners rotate every five years and that other engagement quality reviewers be limited to seven consecutive years.

Nonetheless, staff felt it would be prudent to issue a Request for Proposals (RFP) and consider a rotation.

In February 2025, RFPs were electronically mailed to eight firms, five of which responded. The review process entailed an analysis of proposal documents and reference checks. Proposals were rated based on four separate criteria, including mandatory elements, technical quality, audit approach and price. Staff found that all five of the firms submitting proposals were qualified to do the work. All five had governmental experience, had adequate staff assigned to the project, and good references. One of the factors in distinguishing between firms was cost. The amounts proposed for a five-year contract ranged from $197,000 to $319,000. From staff’s perspective, high cost was the primary justification for eliminating two of the proposing firms from further consideration. These two firms were Clifton Larson Allen LLP and Singer Lewak LLP. Of the remaining three firms, costs were similar, but the proposal that was ranked at the top was LSL. Staff believes LSL’s medium sized firm has the technical qualities we are most looking for. They offer training and seminars to their clients, they developed an audit plan and timeline per our proposal, and given that they have an engagement partner that is a technical reviewer for GFOA, we feel they will provide the best resources for assisting us in implementing all of the changes in accounting principles. If approved, the annual professional fee would not exceed $54,880 (includes a one-time onboarding fee) for the FY25 report, $51,200 for the FY26 and FY27 reports. Audit services were included in the FY25 budget, however a budget amendment of $4,000 would be needed for FY25.

ITEM 13.B. (Business Items). - Resolution No. 25-06 - Adoption of a Records and Information Management Program Policy and Record Retention Schedule as the City of Duarte’s Official Records Management Program - On March 21, 2023, the City contracted with Records Control Services, Inc. (RCS) to develop a Records Management Policy, and to create a City-wide Records Retention Schedule to accurately represent all types of records maintained in the City’s departments including Federal and State

statutory retention requirements. The adoption of Resolution No. 25-06 would create the official City of Duarte Records Management Program and would rescind and supersede Resolution No. 09-R-18, which adopted the Human Resources RRS and Resolution No. 15-R-02, which adopted the Finance Division RRS.

There is no direct financial impact related to this item.

ITEM 13.C. (Business Items). - Update on Utility Box Art Installations - The City of Duarte’s Utility Box Art Program transforms traffic control boxes into vibrant public art pieces that reflect the city’s identity and values. As part of the 2024 Call for Artists, the City received 53 submissions, which were reviewed and scored by the Freeway Wall and Utility Boxes Arts Ad Hoc Committee. The top designs were selected based on artistic quality, theme relevance, and community engagement potential. Artwork installations at the four locations, with a total of six utility boxes, were successfully completed in March 2025. Marketing of the completion was done on the City’s website, social media platforms, and a press release. Each utility box location features a QR code that links to the Utility Box Art Program webpage, providing residents and visitors with easy access to information about the artists and their inspirations. The addition of these QR codes aims to increase community engagement and appreciation of public art in Duarte. This project was completed within the budget of $16,000 that Council approved in November 2024.

ITEM 13.D. (Business Items). - Selection for Recommending Body on Public Art Projects - In 2023, the City Council decided to further advance and foster public art. To those ends, the City appointed the Freeway Walls and Utility Boxes Arts Ad Hoc Committee (Committee) on September 12, 2023. As with the nature of ad hoc bodies, the Committee disbanded after one-year on October 15, 2024. On November 12, 2024, the City Council approved public art designs for four decorative vinyl wraps on utility box locations throughout the community and recommended to prioritize a future “Community Identifier” public art project on Mountain Avenue. The four decorative utility box art projects have been completed. However, the body or group responsible for future consideration of public art projects has yet to be decided. The scope of what is considered public art is important to consider. The future body will be responsible for analyzing and recommending a variety of public art projects at different locations. Considered artwork will be viewed or accessible to the public, be placed on either private and public property, and may require a high level of coordination with property owners and or other agencies, such as Caltrans. Last year’s Arts Ad Hoc Committee was the first City body tasked to evaluate art projects. It specifically considered two different types of public art projects - Freeway Walls and Utility Boxes. The City has approximately 14 remaining locations available for utility box art, and has yet to initiate the freeway wall art projects. The Planning and Economic Development Commission (PEDC) regularly deals with land use and design-based projects, much of which occur on private properties. The skills used to make these types of decisions share many similarities with evaluating artwork. Furthermore, public art can be a powerful tool for economic development by attracting tourists, boosting local businesses, enhancing property values, and fostering a vibrant community atmosphere, ultimately contributing to a more prosperous and livable environment.

Allowing the Commission to evaluate and recommend artwork helps fulfill the purpose of the Commission and includes their contributions to the overall success of the City’s economic development plan. It will also allow the ability for public participation and comment prior to the decision being made by the City Council.

The PEDC is already supported by the Community Development Department, which is regularly involved in a variety of tasks that relate to evaluating artwork. This Department has unique skill sets that will help to abet the Commission, such as: reviewing design-based projects, administering zoning documents that require public art projects/fees, understanding of the public contracting process, familiarity working with private property owners, and maintaining city property (e.g. graffiti abatement, work on utility boxes).

Current Department staff have experience with public art projects and new staff would not need to be trained to provide support to the PEDC. Due to these reasons, Staff is recommending the use of the Planning and Economic Development Commission to review and recommend art projects to the City Council.

ITEM 13.E. (Business Items). - Community Recreation Joint Use Agreement with Duarte Unified School District - Since 1981, the City of Duarte and the Duarte Unified School District have had in place a joint

use lease agreement. Under the Agreement, the City has the right to utilize the leased properties as community park spaces and for general recreational purposes for residents. The latest one, which was approved by City Council back in June of 2022, has since lapsed. Prior to the end of this school year, City staff met with district personnel to review the long-standing agreement and discuss necessary updates based on each party’s current usage. Some notable changes in the updated agreement include: the removal of Northview Park from Site #4, and addition of the gymnasium; the City relinquishing its usage of Site #6 and all associated responsibilities, with the exception of the site being available for community use for the City's annual Independence Day Celebration; and with respect to the on-going construction encroaching on Site #7, language included on page A-1 allowing the City to revisit the terms of this agreement based on the overall condition and status of the site at the completion of the new gymnasium. This updated agreement is a three-year term, and retroactively commences on June 14, 2024, and, unless terminated earlier in accordance with its terms, expires on June 30, 2027. The District’s Board of Education approved this Agreement on Thursday, March 13, 2025, at its regular scheduled board meeting.

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CITY OF DUARTE
Minutes of the REGULAR JOINT MEETING OF THE

CITY COUNCIL/HOUSING AUTHORITY/DUARTE COMMUNITY FACILITIES

FINANCING AUTHORITY
Tuesday, March 11, 2025
6:30 PM — Closed Session
7:00 PM — Regular Session
7:00 PM OPEN SESSION

1. CALL TO ORDER AND ROLL CALL
Mayor Garcia called the open session to order at 7:06 p.m.

Councilmembers Present: Kang, Lewis, Truong, Calderon, Martin Del Campo, Garcia Councilmembers Absent: Finlay
Staff Present: Brian Villalobos, City Manager
Thai Viet Phan, City Attorney
Kristen Petersen, Assistant City Manager / Director of Administrative Services
Craig Hensley, Director of Community Development
Larry Breceda, Director of Public Safety Services
Manuel Enriquez, Director of Parks and Recreation
Andres Rangel, Assistant to the City Manager
Albert Nuñez, Management Analyst
Frances Jimenez, Deputy City Clerk

2. ADOPTION OF THE AGENDA
Moved by Councilmember Truong, seconded by Councilmember Lewis, and carried by the following vote of the City Council to adopt the agenda.

AYES: KANG, LEWIS, TRUONG, CALDERON, MARTIN DEL CAMPO, GARCIA NOES: NONE
ABSTAIN: NONE
ABSENT: FINLAY

3. PLEDGE TO THE FLAG
The flag salute was led by Mayor's Youth Council member Brielle Finlay.

4. ORAL COMMUNICATIONS - SPECIAL ITEMS
Steve Hernandez congratulated Pam Romero and thanked her for her service.

5. SPECIAL ITEMS
A. Recognition of Pam Romero for her 40 years of service The City Council presented a recognition plaque to Pam Romero for her 40 years of dedicated service to the City of Duarte and its residents.

City Manager Villalobos and Director Enriquez shared words of appreciation for Pam and thanked her for her commitment, hard work, and passion that has made a lasting impact in city hall and within the community.

Pam Romero thanked her past directors, the City Council, department directors, staff, and her family for their continued support and expressed gratitude for her ongoing journey serving the City of Duarte.

B. Community Development Department Update

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Community Development Director Hensley gave an update that focused on the various development projects at the City of Hope over the past six years.

Per questions posed by the City Council, Director Hensley provided a status update on the Huntington Drive Median Project.

C. Parks and Recreation Department Update
Parks and Recreation Director Enriquez announced that registration for spring recreational classes has opened and shared upcoming community events.

6. ANNOUNCEMENTS OF UPCOMING COMMUNITY EVENTS
Joanna Gee, Duarte Library, announced the reopening date of the library and shared upcoming library events.

Assistant to the City Manager Rangel announced upcoming city events.

7. ORAL COMMUNICATIONS - ITEMS NOT ON THE AGENDA
Trina Madarazo introduced Saltbox, a hybrid warehouse and office space business located in Duarte whose goal is to empower local businesses by providing a variety of amenities such as loading docks, conference rooms, content studio, fulfillment center, and more.

In response to questions posed by the City Council additional information was provided regarding the logistics and services provided by Saltbox.

8. ORAL COMMUNICATIONS - CONSENT CALENDAR
None.

9. CONSENT CALENDAR
A. Motion to read all Resolutions and Ordinances presented for consideration by Title only and waive further reading (CC/HA/FA).

B. Approve absence(s) of City Councilmember(s) from the City Council meeting.

C. Approval of Minutes - February 25, 2025 Regular Meeting (CC/HA/FA).

D. Approval of Warrants - March 11, 2025 (CC/HA/FA).

E. Receive and File the Community Development Department Update.

F. Receive and File the Parks and Recreation Department Update.

G. Acceptance of the Notice of Completion: Fiscal Year 2024-25 Citywide Striping and Marking Project No. 25-2 for WGJ Enterprises, Inc. dba PCI in the amount of $81,700.00.

H. Acceptance of the Notice of Completion: ATP Cycle 4 Pedestrian Access and Bicycle Safety Improvement Project No. 24-5 for FS Contractors, Inc. in the amount of $2,515,515.05.

Moved by Mayor Pro Tem Martin Del Campo, seconded by Councilmember Kang, and carried by the following vote of the City Council to approve items 9A - 9H of the Consent Calendar.

AYES: KANG, LEWIS, TRUONG, CALDERON, MARTIN DEL CAMPO, GARCIA NOES: NONE
ABSTAIN: NONE
ABSENT: FINLAY

10. ITEMS REMOVED FROM CONSENT CALENDAR FOR DISCUSSION
None.

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11. PUBLIC HEARINGS
A. Ordinance Adopting L.A. County Health Code Title 8 & 11 City Manager Villalobos presented a staff report recommending the adoption of Ordinance No. 25-01 which would amend the Duarte Municipal Code and adopt by reference the Los Angeles County Health Code Title 8 and Title 11 pursuant to the requirement of the agreement with the Los Angeles County Department of Public Health Services.

Mayor Garcia opened the Public Hearing.

Public Comment
None.

Mayor Garcia closed the Public Hearing.

Moved by Councilmember Kang, seconded by Councilmember Truong, and carried by the following vote of the City Council to approve the first reading of Ordinance No. 25-01.

AYES: KANG, LEWIS, TRUONG, CALDERON, MARTIN DEL CAMPO, GARCIA NOES: NONE
ABSTAIN: NONE
ABSENT: FINLAY

12. ORAL COMMUNICATIONS - BUSINESS ITEMS
None.

13. BUSINESS ITEMS
A. Approval of the L.A. County Dept. of Public Health Contract City Manager Villalobos provided background information on the Public Health Services Contract with the County of Los Angeles which is in need of an amendment due to outdated terms and legal citations; explained that the contract would allow the County’s Health Officer to serve as the Local Health Officer within the City’s jurisdiction, handle the administration of local public health services, and perform any enforcement functions, all inspections, and other related functions within the City (Health and Safety Code Section 101400).

Moved by Councilmember Calderon, seconded by Councilmember Lewis, and carried by the following vote of the City Council to approve the Department of Public Health Services Contract and authorize the City Manager to sign the contract.

AYES: KANG, LEWIS, TRUONG, CALDERON, MARTIN DEL CAMPO, GARCIA NOES: NONE
ABSTAIN: NONE
ABSENT: FINLAY
B. Amendment No. 1 to the City Manager Employment Agreement City Attorney Phan detailed the modifications of the proposed Amendment No. 1 to the City of Duarte City Manager Employment Agreement per the recent evaluation and negotiations process between City Manager Villalobos and the City Council.

Conversation was had regarding fiscal responsibility and the financial future of the city.

The City Council commended City Manager Villalobos for his work executing the City Council's vision.

Moved by Councilmember Truong, seconded by Councilmember Lewis, and carried by the following vote of the City Council to approve Amendment No. 1 to the City Manager Employment Agreement.

AYES: KANG, LEWIS, TRUONG, CALDERON, MARTIN DEL CAMPO, GARCIA NOES: NONE
ABSTAIN: NONE

ABSENT FINLAY

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14. ITEMS FROM CITY COUNCIL/HOUSING AUTHORITY/FINANCING AUTHORITY MEMBERS AND CITY

MANAGER/EXECUTIVE DIRECTOR/REPORTS OF MEETINGS ATTENDED PER GOVERNMENT CODE SECTION 53232.3
City Manager Villalobos reported that he, along with Mayor Garcia attended a virtual discussion led by the Army Corps of Engineers regarding the Environmental Protection Agency's use of Lario Park and their upcoming soil testing and air samples.

Mayor Pro Tem Martin Del Campo reported she attended the Women in Rotary event and reminded residents about upcoming community events.

Councilmember Kang announced his appointment to the South Coast Air Quality Management District as a consultant for Vice Chair Michael A. Cacciotti and shared his opinion on renewable energy and the economy.

Councilmember Truong reported he attended the SGVCOG EENR meeting and advised residents to be on the lookout for mandates meant to protect the environment.

Mayor Garcia reminded residents about upcoming community events; shared recent events he attended; wished Assistant City Manager and Director of Administrative Services Petersen a Happy Birthday; reported that the biologists of the Army Corps of Engineers visited the EPA's site to ensure they were following standard operating procedures; and announced that the EPA will be vacating the area soon.

15. ADJOURNMENT
At 8:13 p.m., the City Council adjourned the meeting.
__________________________________
Cesar A. Garcia, Mayor
_________________________________
Annette Juarez, City Clerk

3/19/2025 9:57:03 AM Page 1 of 10
Council Warrant Register By Account
City of Duarte By Fund
Payment Dates 3/13/2025 - 3/26/2025
Account Number Vendor DBA Description (Item) Payment Number Project Account Key Amount Fund: 100 - GENERAL FUND
SC Elevator Maintenance 5575 171.00
2/2025
100-1610-7652 EXECUTIVE ELEVATOR INC
100-1815-7821 THE TECHNOLOGY DEPOT INC VITA Mgmt 4/2025 5602 608.30 CC Tankless Water Heater 5564 495.00
Service
100-1610-7652 ALBERTOS PLUMBING
Pool Deck Eye Wash Station 5564 495.00
Repair
100-1610-7652 ALBERTOS PLUMBING
Animal Shelter Services 5597 6,250.00
12/2024
100-1205-7780 SAN GABRIEL VALLEY HUMAN…
100-1205-7779 MATTHEW GUAJARDO DUSD Tutoring Program 5580 202418-FY23-26-Exp-Tutors,S… 600.00 100-1605-7735 Walmart Community Card TC Snack Bar Supplies BD25-1114 169.05 100-1610-7618 Walmart Community Card Basketball Court Supplies BD25-1114 68.07 100-1605-7735 Walmart Community Card TC Cooking Class Supplies BD25-1114 39.80 2025 Windstorm Concrete 5576 18,940.00
Repair Phase I
100-1205-7655 FS CONTRACTORS INC
Scissor Lift Rental (Lunar New 220746 337.65
Year)
100-1605-7730 SIMON EQUIPMENT RENTALS
Video Production Services 5606 765.00
1/2025
100-1020-7712 TRIPEPI SMITH & ASSOCIATES
100-1020-7711 DOLPHIN RENTS INC Annual Awards Table Linens 5572 81.34 100-1605-7735 Walmart Community Card TC Valentine's Day Candy BD25-1114 78.86 100-1605-7730 Walmart Community Card Eggfest 2025 Candy BD25-1114 114.60 100-1605-7730 Walmart Community Card Lunar New Year Event Soda BD25-1114 34.68 100-1205-7779 MATTHEW GUAJARDO DUSD Tutoring Program 5579 202418-FY23-26-Exp-Tutors,S… 900.00 100-1605-7735 Walmart Community Card TC Football Fan Night Supplies BD25-1114 92.73 100-1605-7730 Walmart Community Card Eggfest 2025 Candy BD25-1114 405.75 Valentine's Staff Luncheon BD25-1114 28.55
Supplies
100-1810-7980 Walmart Community Card
100-1610-7618 Walmart Community Card Council Meeting Supplies BD25-1114 35.19 100-1205-7781 LOS ANGELES COUNTY SHERIF…Sheriff Contract 1/2025 5587 447,784.15 Balance-Jump for Autism 220748 200.00
Balloon Artist
100-1605-7730 TAYLOR ENTERTAINMENT INC
100-1410-7076 JACOB RAMIREZ Tuition Reimbursement 5560 2,427.00 100-1605-7745 Walmart Community Card TC Boxing Program TV BD25-1114 272.63 100-1610-7652 IMS REFRIGERATION INC City Yard Ice Machine Service 5581 437.24 Community Ctr Ice Machine 5581 437.24
Service
100-1610-7652 IMS REFRIGERATION INC
100-1610-7652 IMS REFRIGERATION INC Senior Ctr Ice Machine Service 5581 437.24 Cmty Ctr/Senior Ctr Carpet 220740 600.00
Cleaning
100-1610-7652 STAR BRITE CARPET CARE
Senior Ctr Cleaning 2/9/25 & 5582 330.00
2/23/25
100-1610-7652 INX BUILDING MAINTENANCE
SC March/April Newsletter 220752 669.77
Printing
100-1605-7733 QUALITY PRINTING AND MAIL…
Fitness Ctr Pool (8) Red Sport 5609 152.73
Cones
100-1610-7616 ULINE INC
PSM Ariizumi CESA Conf Airfare 5607 463.40
(United Airlines)
100-1205-7610 U.S. BANK
Larry B Area D EOC Debrief 5607 129.12
Mtg 1/30/25 (SushiFire)
100-1205-7610 U.S. BANK
Larry B Exit Interview w/E 5607 50.38
Lepone (Hope Village)
100-1205-7610 U.S. BANK
100-1205-7614 U.S. BANK Office Supplies (Amazon) 5607 4.73 100-1205-7614 U.S. BANK Office Supplies (Amazon) 5607 25.35 100-1205-7614 U.S. BANK Office Supplies (Amazon) 5607 37.08

Council Warrant Register By Account Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:57:03 AM Page 2 of 10
Account Number Vendor DBA Description (Item) Payment Number Project Account Key Amount 100-1205-7614 U.S. BANK Office Supplies (Target) 5607 14.10 LASD EOC Jackets (Sheriff 5607 949.99
Relief Emporium)
100-1205-7615 U.S. BANK
PS Vehicles Spotlights 5607 650.25
(Amazon)
100-1205-7615 U.S. BANK
100-1205-7615 U.S. BANK EOC (3) Desk Chairs (Amazon) 5607 529.17 CH Emergency Supplies 5607 234.53
(Amazon)
100-1205-7615 U.S. BANK
EOC Database 2/4/2025 - 5607 119.88
2/4/2026 (Dropbox)
100-1205-7655 U.S. BANK
100-1205-7779 U.S. BANK DART Contest Prizes (Target) 5607 60.00 DART Wrightwood Trip 5607 91.00
2/16/25 (Littlest Pet Shop)
100-1205-7779 U.S. BANK
DART Event 2/24/25 5607 82.82
(Wingstop)
100-1205-7779 U.S. BANK
DART Wrightwood Trip 5607 21.45
2/16/25 (La Jarrita)
100-1205-7779 U.S. BANK
DART Wrightwood Trip 5607 3.31
2/16/25 Gloves (Target)
100-1205-7779 U.S. BANK
DART Mtg Dinner 2/12/25 5607 23.13
(Tropicana Mkt)
100-1205-7779 U.S. BANK
DART Wrightwood Trip 5607 37.74
2/16/25 (Wrightwood Foods)
100-1205-7779 U.S. BANK
DART Event 2/20/25 (Mama Lu 5607 69.46
Dumplings)
100-1205-7779 U.S. BANK
DART Meeting 1/29/25 (Portos 5607 95.90
Bakery)
100-1205-7779 U.S. BANK
DART Service Event 2/1/25 5607 92.63
(Denny's)
100-1205-7779 U.S. BANK
DART Wrightwood Trip 5607 119.60
2/16/25 (McDonalds)
100-1205-7779 U.S. BANK
DART Wrightwood Trip 5607 145.57
2/16/25 (Maid in the Mtn)
100-1205-7779 U.S. BANK
DART Meeting Dinner 1/28/25 5607 101.75
(Jersey Mikes)
100-1205-7779 U.S. BANK
DART Event 2/21/25 (Mr 5607 331.74
Dragon Noodle)
100-1205-7779 U.S. BANK
DART Wrightwood Trip 5607 137.61
2/16/25 (Mile High Pizza)
100-1205-7779 U.S. BANK
DART Wrightwood Trip 5607 133.11
2/17/25 (Village Grind)
100-1205-7779 U.S. BANK
Lunar New Year DART Event 5607 213.65
2/8/25 (YoungsGourmet)
100-1205-7779 U.S. BANK
A-Team Cupcakes (Smart & 5607 15.07
Final)
100-1205-7783 U.S. BANK
A-Team Event 2/19/25 (Round 5607 927.34
1 Bowling)
100-1205-7783 U.S. BANK
PSM Ariizumi Nuisance 5607 132.75
Training 2/4/25 (RSCCD)
100-1205-7814 U.S. BANK
Juan O Sidewalk Vending 5607 60.00
Enforce Training (Civica)
100-1205-7980 U.S. BANK
Facility Maintenance Dept Fuel 220734 413.13
11/2024
100-1610-7650 CITY OF MONROVIA
Field Services Dept Fuel 220734 1,298.75
11/2024
100-1410-7650 CITY OF MONROVIA
Park & Recreation Dept Fuel 220734 239.42
11/2024
100-1605-7650 CITY OF MONROVIA
Public Safety Dept Fuel 220734 1,420.23
11/2024
100-1205-7650 CITY OF MONROVIA
100-1205-7781 CITY OF MONROVIA Sheriff Dept Fuel 11/2024 220734 5,462.40 Cmty Development Fuel 220734 119.71
11/2024
100-1405-7650 CITY OF MONROVIA
Facility Maintenance Dept Fuel 220734 670.58
12/2024
100-1610-7650 CITY OF MONROVIA

Council Warrant Register By Account Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:57:03 AM Page 3 of 10
Account Number Vendor DBA Description (Item) Payment Number Project Account Key Amount Field Services Dept Fuel 220734 953.40
12/2024
100-1410-7650 CITY OF MONROVIA
Parks & Recreation Dept Fuel 220734 208.09
12/2024
100-1605-7650 CITY OF MONROVIA
Public Safety Dept Fuel 220734 1,262.51
12/2024
100-1205-7650 CITY OF MONROVIA
100-1205-7781 CITY OF MONROVIA Sheriffs Dept Fuel 12/2024 220734 4,607.45 Cmty Development Dept Fuel 220734 64.72
12/2024
100-1405-7650 CITY OF MONROVIA
100-1610-7636 CINTAS CORPORATION #693 Facility Maint Uniforms 5569 25.46 100-1610-7652 CINTAS CORPORATION #693 Logo Mats 5569 9.54 Instructor Fee-Sports Winter 5566 2,998.80
1/11/25 - 3/1/25
100-1605-7736 BEST SPORTS
Records Retention Program 5595 5,511.00
Development
100-1010-7965 RECORDS CONTROL SERVICES …
100-1605-7735 LANDEN GRAVES Youthworks Internshi… 220719 100.00 100-1605-7735 DAVID SOTO Youthworks Internshi… 220747 100.00 100-1605-7735 SAMUEL LEMUS Youthworks Internshi… 220728 100.00 100-1605-7735 ALBERT MARIANO Youthworks Internshi… 220732 100.00 100-1605-7735 JIMENA LOZADA Youthworks Internshi… 220730 100.00 100-1605-7735 DANIELLA LOLI Youthworks Internshi… 220729 100.00 100-1605-7735 DAVID RUIZ Youthworks Internshi… 220742 100.00 100-1605-7735 ANTHONY SERNA Youthworks Internshi… 220744 100.00 100-1605-7735 DELANEY KOVACH Youthworks Internshi… 220727 100.00 100-1605-7733 SONICBOOM DJ Rudy SC Monthly Dance DJ 220711 175.00 100-1605-7733 DUARTE PETTY CASH/BINGO … SC Bingo Prize Money 220715 205.00 100-1500 MARILYN MAYS Advance-MYC Spring Brea… 220733 3,284.82 100-1610-7618 GRAINGER Sports Field Lightbulbs 5578 860.75 100-1205-7762 CALE AMERICA INC WTP Fees 2/2025 5567 85.71 100-1610-7652 AIR-TRO INC Public Safety HVAC Leak Check 220707 839.44 CMD Permit Tech Printer Maint 220710 79.36
1/27/25 - 2/26/25
100-1825-7631 CANON SOLUTIONS AMERICA …
Const/Demo Deposit Refund 220749 1,800.00
(Pmt#2022-672)
100-2126 NISHOKA TENNAKOON
Teen Ctr Multi Purpose Room 220726 8,370.00
Floor Replacement
100-1610-8100 JJJ FLOOR COVERING INC
Teen Ctr Front Deck Floor 220726 1,315.00
Repairs
100-1610-7652 JJJ FLOOR COVERING INC
PO Pkg Lot Landscape 5588 312.00
Maintenance 2/2025
100-1020-7724 MARIPOSA LANDSCAPES INC
Greenbank Ave Brush 5588 76.00
Clearance 2/2025
100-1410-7815 MARIPOSA LANDSCAPES INC
Duarte Wilderness Park Brush 5588 2,080.00
Clearance 2/2025
100-1410-7815 MARIPOSA LANDSCAPES INC
Sports Parks (2) Landscape 5588 3,426.72
Maintenance 2/2025
100-1415-7916 MARIPOSA LANDSCAPES INC
Video Production Services 5606 1,918.88
2/2025
100-1020-7712 TRIPEPI SMITH & ASSOCIATES
2025 Windstorm Tree 5612 11,187.75
Removal/Pruning
100-1205-7655 WEST COAST ARBORISTS INC
Teen Ctr 3 on 3 Basketball 5583 117.42
Tournament Trophies
100-1605-7735 J & J SPORTS & TROPHIES
Cesar Chavez Speaker 220735 300.00
Engagement
100-1605-7730 NATIONAL CHAVEZ CENTER
Pest/Rodent/Mosquito Control 5613 879.03
2/2025
100-1610-7652 WESTERN EXTERMINATOR C…
CMD Intern/FC Printer 220710 36.76
11/30/24 - 2/27/25
100-1825-7631 CANON SOLUTIONS AMERICA …
100-2125 REGIONAL TAP SERVICE CENT… TAP Card Reload 2/2025 220738 60.00 100-1010-7670 SOUTHERN CALIFORNIA NEWS…Legal Advertising 2/2025 5600 1,254.23 100-1610-7652 ALBERTOS PLUMBING City Yard Main Line Leak Repair 5564 3,100.00 100-1405-7800 CHARLES ABBOTT ASSOCIATES…Building & Safety Srvcs 2/2025 5568 34,870.35 100-1605-7733 HEULYN REGINA DUMAS-JOH… Senior Ctr Sewing Class 2/2025 5573 165.00

Council Warrant Register By Account Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:57:03 AM Page 4 of 10
Account Number Vendor DBA Description (Item) Payment Number Project Account Key Amount Finance System Support 220750 13,613.94
4/01/2025 - 6/30/2025
100-1815-7820 TYLER TECHNOLOGIES INC
Phone-SD Wan w/VELO/SIP & 5570 1,669.16
E911 Bundle 4/2025
100-1815-7830 CLOUD CONNECT SOLUTIONS …
100-1610-7652 STAR BRITE CARPET CARE Teen Ctr Carpet Cleaning 220740 400.00 Weekly Aquatic Maintenance 5593 1,950.00
of Duarte Pools 2/2025
100-1610-7652 WET VIEWS
100-1610-7618 WET VIEWS Palintest Pooltest Kit 5593 1,341.22 Comp Pool Remove/Replace 5593 1,399.56
Damaged Flange
100-1610-7652 WET VIEWS
100-1610-7652 WET VIEWS Labor 5593 845.00
100-1815-7830 THE TECHNOLOGY DEPOT INC Mitel Maintenance 4/2025 5602 464.20 100-1815-7821 THE TECHNOLOGY DEPOT INC Ruckus Cloud Mgmt 4/2025 5602 399.20 100-1205-7780 SAN GABRIEL VALLEY HUMAN… Animal Shelter Services 3/2025 5597 6,250.00 100-1205-7650 M K FUELS Public Safety Dept Fuel 2/2025 220712 185.39 Fitness Ctr Main Water Line 5564 4,900.00
Leak Repair
100-1610-7652 ALBERTOS PLUMBING
100-1205-7655 THOMSON REUTERS-WEST P… EOC Software 2/2025 5604 226.39 City Yard Janitorial Services 5582 792.74
3/2025
100-1610-7652 INX BUILDING MAINTENANCE
City Hall Janitorial Services 5582 1,828.89
3/2025
100-1610-7652 INX BUILDING MAINTENANCE
A-Team Contract Services 5562 6,700.00
3/2025
100-1205-7783 TRAIN UP A CHILD LLC
Recreation Leader Uniform 220714 25.63
Name Badges
100-1605-7636 CURO MANAGED PRINT PRO…
City Hall/Yard Alarm 5594 104.67
Monitoring 4/2025
100-1610-7652 POST ALARM SYSTEMS
DART Event Expense 5605 170.17
Reimbursement
100-1205-7779 AIDA TORRES
DART Event Expense 220708 32.01
Reimbursement
100-1205-7779 ZASIO BALDELOMAR
100-1610-7617 FULLER ENGINEERING INC Pool Chemicals 5577 337.42 Building Plans Storage BD25-1111 552.20
3/1/2025 - 3/31/2025
100-1405-7800 LIFE STORAGE #530
Building Plans Storage BD25-1110 565.20
3/1/2025 - 3/31/2025
100-1405-7800 LIFE STORAGE #530
Reconstruction of Block Wall @ 5576 9,850.00
1138 Calle Linares
100-1820-7771 FS CONTRACTORS INC DMGE099-Sept'24-Blockwall &… 100-1610-7636 CINTAS CORPORATION #693 Facility Maint Uniforms 5569 25.46 100-1610-7652 CINTAS CORPORATION #693 Logo Mats 5569 9.54 100-1825-7980 PAPER RECYCLING & SHREDDI… Document Shredding 3/4/2025 220736 73.00 100-1815-7820 HDL COMPANIES Buiness License Fee Update 220721 7,075.00 Instructor Fee- 5563 980.00
Math/Reading/Typing Winter
2025
100-1605-7736 AGI ACADEMY
PAPA Multi-Day Conference 220709 99.85
Expense Reimbursement
100-1410-7610 GERARD BATISTA
Notary Exam Expense 5584 77.92
Reimbursement
100-1010-7612 ANNETTE JUAREZ
Brian Villalobos Managing Your 220743 40.00
Next Disaster Mtg
100-1010-7610 SAN GABRIEL VALLEY CITY M…
Larry Breceda Managing Your 220743 40.00
Next Disaster Meeting
100-1205-7610 SAN GABRIEL VALLEY CITY M…
Real Estate Advisory Services 5586 6,495.00
2/2025
100-1405-7975 LEE & ASSOCIATES - PASADEN…
Gsuite accessduarte.com BD25-1113 2,092.92
2/1/25 - 2/28/25
100-1815-7632 GOOGLE LLC
Pam Romero Recognition 220745 30.78
Plaque
100-1010-7980 SHAFFER AWARDS
Youth Sports Basketball 5610 1,600.00
Officials Winter 2025
100-1605-7741 VALIANCE CAPITAL LLC
Const/Demo Deposit Refund 220751 6,415.04
(Pmt#2020-162)
100-2126 JANE VILLEGAS

Council Warrant Register By Account Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:57:03 AM Page 5 of 10
Account Number Vendor DBA Description (Item) Payment Number Project Account Key Amount Administrative Fee (Pmt#2020- 220751 -125.00
162)
100-5004 JANE VILLEGAS
100-1605-7733 SMART & FINAL Senior Ctr Front Office Supplies 5599 20.94 100-1610-7618 SMART & FINAL Senior Ctr Coffee Supplies 5599 89.96 Senior Ctr St Patricks Event 5599 127.42
Supplies
100-1605-7733 SMART & FINAL
100-1410-7980 GARVEY EQUIPMENT COMPA… Various Shovels 220718 523.55 100-1610-7618 SMART & FINAL Senior Ctr Coffee Supplies 5599 116.48 Instructor Fee-Folklorico 220741 521.50
Winter 1/14/25 - 3/4/25
100-1605-7736 BALLET FOLKLORICO INTERNA…
Live-Switching & Recording of 5565 600.00
CCl Mtg 2/2025
100-1020-7726 BAKERS MAN PRODUCTIONS L…
PS Ergonomic Desk Equipment 5601 563.19
(To be Reimbursed)
100-1810-7980 STAPLES CONTRACT & COMM…
PS Ergonomic Desk Equipment 5601 603.54
(To be Reimbursed)
100-1810-7980 STAPLES CONTRACT & COMM…
P&R Mgr Interview Panel 220737 26.26
Breakfast Items
100-1605-7610 RALPHS
Instructor Fee-Sewing 1/15/25 5573 2,002.00
- 3/8/25
100-1605-7736 HEULYN REGINA DUMAS-JOH…
2024 Call for Artists Utility Box 220713 475.00
Art Program
100-1405-8100 SAMANTHA CHANG 202517-Utility Box Art Program 2024 Call for Artists Utility Box 220724 475.00
Art Program
100-1405-8100 LAISHAN MUI ITO 202517-Utility Box Art Program 2024 Call for Artists Utility Box 220739 375.00
Art Program
100-1405-8100 RAQUEL MARTINEZ RODRIGU… 202517-Utility Box Art Program 2024 Call for Artists Utility Box 220717 375.00
Art Program
100-1405-8100 CHEYNE ELLETT 202517-Utility Box Art Program 100-1605-7730 SMART & FINAL Eggfest 2025 Egg Hunt Candy 5599 287.75 100-1410-7076 SEAN H MCBRIDE Tuition Reimbursement 5591 122.25 100-1605-7650 DUARTE RECREATION PETTY … Vehicle #30 Car Wash Tip 220716 7.00 100-1605-7735 DUARTE RECREATION PETTY … Sharpie Paint 220716 12.11 Instructor Fee-Culinary/Ballet 5611 2,401.00
1/15/25 - 3/10/25
100-1605-7736 JOVANA VILLEGAS
100-1605-7980 DUARTE RECREATION PETTY … Paper Goods 220716 24.47 Cesar Chavez Event Volunteer 5599 34.38
Water
100-1605-7730 SMART & FINAL
PS Ergonomic Desk Equipment 5601 377.53
(To be Reimbursed)
100-1810-7980 STAPLES CONTRACT & COMM…
Andres Duarte School EIR/PM 5596 20,240.91
2/2025
100-2121 RINCON CONSULTANTS INC 202424- 100-2121/1433 Crestf… City News Spring 2025 Design 5603 7,650.00
Fee
100-1605-7739 THE SAUCE CREATIVE SERVICE…
100-1605-7739 THE SAUCE CREATIVE SERVICE…City News Spring 2025 Printing 5603 8,923.25 Instructor Fee-Karate Winter 5561 2,254.00
1/17/25 - 3/14/25
100-1605-7736 360 MARTIAL ARTS ACADEMY …
Instructor Fee-Ballet Winter 5571 336.00
2/11/25 - 3/11/25
100-1605-7736 DANCEFIT LLC
Instructor Fee-Piano Winter 5589 294.00
1/11/25 - 3/1/25
100-1605-7736 ABRAHAM MARTINEZ
1521/1525 Huntington Dr 220704 75.00
Notice of Exemption
100-1405-7980 COUNTY OF LOS ANGELES REG…
Senior Softball 2025 Team 220731 774.00
League Fee/Softballs
100-1605-7733 M & L ENTERPRISES SPORTS
1501 Huntington Dr Notice of 220705 75.00
Exemption
100-1405-7980 COUNTY OF LOS ANGELES REG…
Advance-Thunderstruck Dance 220720 984.90
Competition
100-1500 BRANDON HARRELL
100-1805-7614 STAPLES CONTRACT & COMM… Office Supplies 5601 53.12 ROP Bldg Rent Deposit Refund 220725 150.00
3/9/2025
100-2120 KATHLEEN IVERSON
100-1805-7653 SECTRAN SECURITY INC March 2025 Courier Pick-up 5598 342.24 Sale Tax Audit Jan 2025 - Mar 220722 1,807.33
2025
100-1805-7965 HINDERLITER, DE LLAMAS & A…

Council Warrant Register By Account Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:57:03 AM Page 6 of 10
Account Number Vendor DBA Description (Item) Payment Number Project Account Key Amount Transaction Tax Audit Jan 2025 220722 300.00
- Mar 2025
100-1805-7965 HINDERLITER, DE LLAMAS & A…
Employee Training 220723 350.43
Snacks/Drinks
100-1810-7611 ROYAL OAKS MANOR
Employee Training 220723 441.93
Snacks/Drinks
100-1810-7611 ROYAL OAKS MANOR
100-1815-7965 MAXTREME SERVICES IT Helpdesk 3/2025 5590 12,500.00 Deposit-State of the City 5592 200.00
Entertainment
100-1010-7980 ALBERT NUNEZ
Fund 100 - GENERAL FUND Total: 740,972.53
Fund: 220 - GAS TAX FUN
Huntington Dr Crosswalk 5614 3,702.80
Striping
220-2210-7811 PCI
Fund 220 - GAS TAX FUN Total: 3,702.80
Fund: 240 - LIGHTING AND LANDSCAPE DISTRICT FUND
City Facilities (4) Landscape 5588 2,733.32
Maintenance 2/2025
240-2410-7915 MARIPOSA LANDSCAPES INC
Parks (14) Landscape 5588 15,723.51
Maintenance 2/2025
240-2410-7915 MARIPOSA LANDSCAPES INC
Misc Locations (8) Landscape 5588 1,509.99
Maintenance 2/2025
240-2410-7915 MARIPOSA LANDSCAPES INC
Medians/Pkwys (19) Landscape 5588 8,312.45
Maintenance 2/2025
240-2410-7917 MARIPOSA LANDSCAPES INC
Tree Wells (12) Landscape 5588 459.54
Maintenance 2/2025
240-2410-7917 MARIPOSA LANDSCAPES INC
Landscape Maintenance 5588 491.67
2/2025
240-2420-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 5588 1,416.67
2/2025
240-2421-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 5588 693.80
2/2025
240-2422-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 5588 1,125.00
2/2025
240-2423-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 5588 775.01
2/2025
240-2424-7914 MARIPOSA LANDSCAPES INC
Hearthstone Brush Clearance 5588 1,166.67
2/2025
240-2425-7913 MARIPOSA LANDSCAPES INC
Landscape Maintenance 5588 416.67
2/2025
240-2425-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 5588 333.33
2/2025
240-2426-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 5588 891.67
2/2025
240-2427-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 5588 891.67
2/2025
240-2431-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 5588 1,175.00
2/2025
240-2432-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 5588 750.00
2/2025
240-2433-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 5588 500.00
2/2025
240-2434-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 5588 750.00
2/2025
240-2435-7914 MARIPOSA LANDSCAPES INC
Ridgecrest Brush Clearance 5588 708.33
2/2025
240-2435-7918 MARIPOSA LANDSCAPES INC
Duarte Rd Median Irrigation 5585 84.94
Repairs
240-2410-7891 LANDSCAPE WAREHOUSE INC
Duarte Rd Median Irrigation 5585 70.74
Repair
240-2410-7891 LANDSCAPE WAREHOUSE INC
Fund 240 - LIGHTING AND LANDSCAPE DISTRICT FUND Total: 40,979.98

Council Warrant Register By Account Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:57:03 AM Page 7 of 10
Account Number Vendor DBA Description (Item) Payment Number Project Account Key Amount Fund: 290 - SUPPLEMENTAL LAW ENFORCEMENT FUND
290-2905-7781 LOS ANGELES COUNTY SHERIF…Sheriff Contract 1/2025 5587 24,480.43 Fund 290 - SUPPLEMENTAL LAW ENFORCEMENT FUND Total: 24,480.43 Fund: 440 - PROPOSITION A TRANSIT FUND
Transportation Dept Fuel 220734 294.18
11/2024
440-4405-7650 CITY OF MONROVIA
Transportation Dept Fuel 220734 269.42
12/2024
440-4405-7650 CITY OF MONROVIA
Transportation Dept Printer 5601 87.19
Toner
440-4405-7614 STAPLES CONTRACT & COMM…
Fund 440 - PROPOSITION A TRANSIT FUND Total: 650.79
Fund: 460 - PROPOSITION C TRANSIT FUND
Transportation Dept Fuel 220734 240.70
11/2024
460-4605-7788 CITY OF MONROVIA
Transportation Dept Fuel 220734 220.45
12/2024
460-4605-7650 CITY OF MONROVIA
Fund 460 - PROPOSITION C TRANSIT FUND Total: 461.15
Fund: 470 - MEASURE R LR TRANSIT FUND
FY25 Street Rehab Project 5574 8,100.00
Design 1/12/25-2/28/25
470-4705-8070 ELIE FARAH INC 202506-Cap Street Improv-FY… Buena Vista & Kellwil Traffic 220706 4,075.80
Signal Design 2/2025
470-4705-8100 ADVANTEC CONSULTING ENG… 202127/Other Cap-TS Buena V… Fund 470 - MEASURE R LR TRANSIT FUND Total: 12,175.80
Fund: 475 - MEASURE M LR TRANSIT FUND
BV/Central/Evergreen TS Signal 220706 10,905.40
Design 2/2025
475-4750-7965 ADVANTEC CONSULTING ENG… 201918/Prof Svcs-Buena Vista… Buena Vista & Kellwil Traffic 220706 4,579.60
Signal Design
475-4750-7965 ADVANTEC CONSULTING ENG… 202127/Prof Svcs-TS Buena Vi… Fund 475 - MEASURE M LR TRANSIT FUND Total: 15,485.00
Grand Total: 838,908.48

Council Warrant Register By Account Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:57:03 AM Page 8 of 10
Report Summary
Fund Summary
Fund Payment Amount
100 - GENERAL FUND 740,972.53
220 - GAS TAX FUN 3,702.80
240 - LIGHTING AND LANDSCAPE DISTRICT FUND 40,979.98
290 - SUPPLEMENTAL LAW ENFORCEMENT FUND 24,480.43
440 - PROPOSITION A TRANSIT FUND 650.79
460 - PROPOSITION C TRANSIT FUND 461.15
470 - MEASURE R LR TRANSIT FUND 12,175.80
475 - MEASURE M LR TRANSIT FUND 15,485.00
Grand Total: 838,908.48
Account Summary
Account Number Account Name Payment Amount
100-1010-7610 Travel, Mtgs & Conf 40.00
100-1010-7612 Publications and Dues 77.92
100-1010-7670 Legal Notices 1,254.23
100-1010-7965 Professional Services 5,511.00
100-1010-7980 Other Expenses 230.78
100-1020-7711 Employee Recognition C… 81.34
100-1020-7712 Community Information … 2,683.88
100-1020-7724 Post Office Parking 312.00
100-1020-7726 Council Cablecasting 600.00
100-1205-7610 Travel, Mtgs & Conf 682.90
100-1205-7614 Office Supplies 81.26
100-1205-7615 Emergency Supplies 2,363.94
100-1205-7650 Vehicle Maintenance 2,868.13
100-1205-7655 Emergency Services 30,474.02
100-1205-7762 Parking Pass Kiosk Costs 85.71
100-1205-7779 Youth Programs 3,462.65
100-1205-7780 Animal Control 12,500.00
100-1205-7781 Contract Law Enforceme… 457,854.00
100-1205-7783 A-Team Program 7,642.41
100-1205-7814 Nuisance Abatement 132.75
100-1205-7980 Other Expenses 60.00
100-1405-7650 Vehicle Maintenance 184.43
100-1405-7800 Building Department Ser… 35,987.75
100-1405-7975 Economic Development … 6,495.00
100-1405-7980 Other Expenses 150.00
100-1405-8100 Other Capital Improvem… 1,700.00
100-1410-7076 Tuition Reimbursement 2,549.25
100-1410-7610 Travel, Mtgs & Conf 99.85
100-1410-7650 Vehicle Maintenance 2,252.15
100-1410-7815 Brush Clearance 2,156.00
100-1410-7980 Other Expenses 523.55
100-1415-7916 Landscape-Sport Park 3,426.72
100-1500 Advances 4,269.72
100-1605-7610 Travel, Mtgs & Conf 26.26
100-1605-7636 Uniforms 25.63
100-1605-7650 Vehicle Maintenance 454.51
100-1605-7730 Special Events 1,714.81
100-1605-7733 Senior Center 2,137.13
100-1605-7735 Teen Center 1,409.97
100-1605-7736 Youth & Adult Recreatio… 11,787.30
100-1605-7739 Publicity 16,573.25
100-1605-7741 Sports/Playground Progr… 1,600.00
100-1605-7745 Boxing Program 272.63
100-1605-7980 Other Expenses 24.47
100-1610-7616 Pool Supplies 152.73

Council Warrant Register By Account Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:57:03 AM Page 9 of 10
Account Summary
Account Number Account Name Payment Amount
100-1610-7617 Pool Chemicals 337.42
100-1610-7618 Building Supplies 2,511.67
100-1610-7636 Uniforms 50.92
100-1610-7650 Vehicle Maintenance 1,083.71
100-1610-7652 Building Maint Services 21,776.13
100-1610-8100 Other Capital Improvem… 8,370.00
100-1805-7614 Office Supplies 53.12
100-1805-7653 Bank Charges 342.24
100-1805-7965 Professional Services 2,107.33
100-1810-7611 Training 792.36
100-1810-7980 Other Expenses 1,572.81
100-1815-7632 Software 2,092.92
100-1815-7820 Finance Software 20,688.94
100-1815-7821 Network & Internet Serv… 1,007.50
100-1815-7830 Telephone Services 2,133.36
100-1815-7965 Professional Services 12,500.00
100-1820-7771 Repair Of City Property 9,850.00
100-1825-7631 Equipment Maintenance 116.12
100-1825-7980 Other Expenses 73.00
100-2120 Refundable Deposits 150.00
100-2121 Pass Through Deposits 20,240.91
100-2125 Metro Pass Through (TA… 60.00
100-2126 Construction and Demoli… 8,215.04
100-5004 Other Revenue -125.00
220-2210-7811 Street Maintenance 3,702.80
240-2410-7891 Repairs-Medians 155.68
240-2410-7915 Landscape-Citywide 19,966.82
240-2410-7917 Landscape-Medians 8,771.99
240-2420-7914 Landscape Maintenance 491.67
240-2421-7914 Landscape Maintenance 1,416.67
240-2422-7914 Landscape Maintenance 693.80
240-2423-7914 Landscape Maintenance 1,125.00
240-2424-7914 Landscape Maintenance 775.01
240-2425-7913 Brush Clearance 1,166.67
240-2425-7914 Landscape Maintenance 416.67
240-2426-7914 Landscape Maintenance 333.33
240-2427-7914 Landscape Maintenance 891.67
240-2431-7914 Landscape Maintenance 891.67
240-2432-7914 Landscape Maintenance 1,175.00
240-2433-7914 Landscape Maintenance 750.00
240-2434-7914 Landscape Maintenance 500.00
240-2435-7914 Landscape Maintenance 750.00
240-2435-7918 Fuel Modification 708.33
290-2905-7781 Contract Law Enforceme… 24,480.43
440-4405-7614 Office Supplies 87.19
440-4405-7650 Vehicle Maintenance 563.60
460-4605-7650 Vehicle Maintenance 220.45
460-4605-7788 Shuttle Services 240.70
470-4705-8070 Street Improvements (C… 8,100.00
470-4705-8100 Other Capital Improvem… 4,075.80
475-4750-7965 Professional Services 15,485.00
Grand Total: 838,908.48
Project Account Summary
Project Account Key Payment Amount
**None** 777,956.77
201918/Prof Svcs-Buena Vista & Central/Evergreen 10,905.40 202127/Other Cap-TS Buena Vista & Kelwill Way 4,075.80

Council Warrant Register By Account Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:57:03 AM Page 10 of 10
Project Account Summary
Project Account Key Payment Amount
202127/Prof Svcs-TS Buena Vista & Kelwill Way 4,579.60
202418-FY23-26-Exp-Tutors,Student Engage,Live Scan 1,500.00 202424- 100-2121/1433 Crestfield(Andres Duarte) 20,240.91 202506-Cap Street Improv-FY24-25 8,100.00
202517-Utility Box Art Program 1,700.00
DMGE099-Sept'24-Blockwall & Irrigation/Huntington 9,850.00 Grand Total: 838,908.48

3/19/2025 9:59:04 AM Page 1 of 14
Council Warrant Register By Vendor
City of Duarte By Fund
Payment Dates 3/13/2025 - 3/26/2025
Account Number Vendor DBA Description (Item) Payable Number Project Account Key Amount Fund: 100 - GENERAL FUND
Vendor: 6691 - 360 MARTIAL ARTS ACADEMY LLC
Instructor Fee-Karate Winter WINTER 2025 2,254.00
1/17/25 - 3/14/25
100-1605-7736 360 MARTIAL ARTS ACADEMY …
Vendor 6691 - 360 MARTIAL ARTS ACADEMY LLC Total: 2,254.00 Vendor: 5706 - ABRAHAM MARTINEZ
Instructor Fee-Piano Winter 2025-004 294.00
1/11/25 - 3/1/25
100-1605-7736 ABRAHAM MARTINEZ
Vendor 5706 - ABRAHAM MARTINEZ Total: 294.00
Vendor: 1388 - AIDA TORRES
DART Event Expense 2/10/2025 170.17
Reimbursement
100-1205-7779 AIDA TORRES
Vendor 1388 - AIDA TORRES Total: 170.17
Vendor: 2061 - AIR-TRO INC
100-1610-7652 AIR-TRO INC Public Safety HVAC Leak Check 453368 839.44 Vendor 2061 - AIR-TRO INC Total: 839.44
Vendor: 6713 - ALBERT MARIANO
100-1605-7735 ALBERT MARIANO Youthworks Internshi… 3/2025 100.00 Vendor 6713 - ALBERT MARIANO Total: 100.00
Vendor: 6449 - ALBERT NUNEZ
Deposit-State of the City 4/24/2025D 200.00
Entertainment
100-1010-7980 ALBERT NUNEZ
Vendor 6449 - ALBERT NUNEZ Total: 200.00
Vendor: 6588 - ALBERTO R PEREZ
Weekly Aquatic Maintenance 2607 1,950.00
of Duarte Pools 2/2025
100-1610-7652 WET VIEWS
100-1610-7618 WET VIEWS Palintest Pooltest Kit 2608 1,341.22 Comp Pool Remove/Replace 2609 1,399.56
Damaged Flange
100-1610-7652 WET VIEWS
100-1610-7652 WET VIEWS Labor 2609 845.00
Vendor 6588 - ALBERTO R PEREZ Total: 5,535.78
Vendor: 5561 - ALBERTOS PLUMBING
CC Tankless Water Heater 682055 495.00
Service
100-1610-7652 ALBERTOS PLUMBING
Pool Deck Eye Wash Station 682056 495.00
Repair
100-1610-7652 ALBERTOS PLUMBING
100-1610-7652 ALBERTOS PLUMBING City Yard Main Line Leak Repair 682105 3,100.00 Fitness Ctr Main Water Line 682106 4,900.00
Leak Repair
100-1610-7652 ALBERTOS PLUMBING
Vendor 5561 - ALBERTOS PLUMBING Total: 8,990.00
Vendor: 4645 - ANCOM GROUP INC
Instructor Fee- WT25-1 980.00
Math/Reading/Typing Winter
2025
100-1605-7736 AGI ACADEMY
Vendor 4645 - ANCOM GROUP INC Total: 980.00
Vendor: 6435 - ANNETTE JUAREZ
Notary Exam Expense 2/27/2025 77.92
Reimbursement
100-1010-7612 ANNETTE JUAREZ
Vendor 6435 - ANNETTE JUAREZ Total: 77.92
Vendor: 6711 - ANTHONY SERNA
100-1605-7735 ANTHONY SERNA Youthworks Internshi… 3/2025 100.00 Vendor 6711 - ANTHONY SERNA Total: 100.00

Council Warrant Register By Vendor Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:59:04 AM Page 2 of 14
Account Number Vendor DBA Description (Item) Payable Number Project Account Key Amount Vendor: 6653 - BAKERS MAN PRODUCTIONS LLC
Live-Switching & Recording of 408490 600.00
CCl Mtg 2/2025
100-1020-7726 BAKERS MAN PRODUCTIONS L…
Vendor 6653 - BAKERS MAN PRODUCTIONS LLC Total: 600.00
Vendor: 5760 - BEGINNERS EDGE SPORTS TRAINING LLC
Instructor Fee-Sports Winter 1981 2,998.80
1/11/25 - 3/1/25
100-1605-7736 BEST SPORTS
Vendor 5760 - BEGINNERS EDGE SPORTS TRAINING LLC Total: 2,998.80 Vendor: 6720 - BRANDON HARRELL
Advance-Thunderstruck Dance 4/4/25 - 4/6/25 984.90
Competition
100-1500 BRANDON HARRELL
Vendor 6720 - BRANDON HARRELL Total: 984.90
Vendor: 5559 - CALE AMERICA INC
100-1205-7762 CALE AMERICA INC WTP Fees 2/2025 184510 85.71 Vendor 5559 - CALE AMERICA INC Total: 85.71
Vendor: 5720 - CANON SOLUTIONS AMERICA INC
CMD Permit Tech Printer Maint 6011039105 79.36
1/27/25 - 2/26/25
100-1825-7631 CANON SOLUTIONS AMERICA …
CMD Intern/FC Printer 6011051009 36.76
11/30/24 - 2/27/25
100-1825-7631 CANON SOLUTIONS AMERICA …
Vendor 5720 - CANON SOLUTIONS AMERICA INC Total: 116.12 Vendor: 6229 - CAPITAL ONE
100-1605-7735 Walmart Community Card TC Snack Bar Supplies 04651 169.05 100-1610-7618 Walmart Community Card Basketball Court Supplies 03657 68.07 100-1605-7735 Walmart Community Card TC Cooking Class Supplies 00455 39.80 100-1605-7735 Walmart Community Card TC Valentine's Day Candy 04985 78.86 100-1605-7730 Walmart Community Card Eggfest 2025 Candy 04987 114.60 100-1605-7730 Walmart Community Card Lunar New Year Event Soda 05253 34.68 100-1605-7735 Walmart Community Card TC Football Fan Night Supplies 03735 92.73 100-1605-7730 Walmart Community Card Eggfest 2025 Candy 06066 405.75 Valentine's Staff Luncheon 06067 28.55
Supplies
100-1810-7980 Walmart Community Card
100-1610-7618 Walmart Community Card Council Meeting Supplies 06069 35.19 100-1605-7745 Walmart Community Card TC Boxing Program TV 00187 272.63 Vendor 6229 - CAPITAL ONE Total: 1,339.91
Vendor: 6592 - CGAA INC
100-1205-7650 M K FUELS Public Safety Dept Fuel 2/2025 3012025 185.39 Vendor 6592 - CGAA INC Total: 185.39
Vendor: 5120 - CHARLES ABBOTT ASSOCIATES INC
100-1405-7800 CHARLES ABBOTT ASSOCIATES…Building & Safety Srvcs 2/2025 68571 34,870.35 Vendor 5120 - CHARLES ABBOTT ASSOCIATES INC Total: 34,870.35 Vendor: 6704 - CHEYNE ELLETT
2024 Call for Artists Utility Box 3102025 375.00
Art Program
100-1405-8100 CHEYNE ELLETT 202517-Utility Box Art Program Vendor 6704 - CHEYNE ELLETT Total: 375.00
Vendor: 5140 - CINTAS CORPORATION #693
100-1610-7636 CINTAS CORPORATION #693 Facility Maint Uniforms 4222174619 25.46 100-1610-7652 CINTAS CORPORATION #693 Logo Mats 4222174619 9.54 100-1610-7636 CINTAS CORPORATION #693 Facility Maint Uniforms 4222963516 25.46 100-1610-7652 CINTAS CORPORATION #693 Logo Mats 4222963516 9.54 Vendor 5140 - CINTAS CORPORATION #693 Total: 70.00
Vendor: 0903 - CITY OF MONROVIA
Facility Maintenance Dept Fuel 2501293 413.13
11/2024
100-1610-7650 CITY OF MONROVIA
Field Services Dept Fuel 2501294 1,298.75
11/2024
100-1410-7650 CITY OF MONROVIA
Park & Recreation Dept Fuel 2501295 239.42
11/2024
100-1605-7650 CITY OF MONROVIA

Council Warrant Register By Vendor Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:59:04 AM Page 3 of 14
Account Number Vendor DBA Description (Item) Payable Number Project Account Key Amount Public Safety Dept Fuel 2501296 1,420.23
11/2024
100-1205-7650 CITY OF MONROVIA
100-1205-7781 CITY OF MONROVIA Sheriff Dept Fuel 11/2024 2501297 5,462.40 Cmty Development Fuel 2501299 119.71
11/2024
100-1405-7650 CITY OF MONROVIA
Facility Maintenance Dept Fuel 2501302 670.58
12/2024
100-1610-7650 CITY OF MONROVIA
Field Services Dept Fuel 2501303 953.40
12/2024
100-1410-7650 CITY OF MONROVIA
Parks & Recreation Dept Fuel 2501304 208.09
12/2024
100-1605-7650 CITY OF MONROVIA
Public Safety Dept Fuel 2501305 1,262.51
12/2024
100-1205-7650 CITY OF MONROVIA
100-1205-7781 CITY OF MONROVIA Sheriffs Dept Fuel 12/2024 2501306 4,607.45 Cmty Development Dept Fuel 2501308 64.72
12/2024
100-1405-7650 CITY OF MONROVIA
Vendor 0903 - CITY OF MONROVIA Total: 16,720.39
Vendor: 6544 - CLOUD CONNECT SOLUTIONS INC
Phone-SD Wan w/VELO/SIP & 1399 1,669.16
E911 Bundle 4/2025
100-1815-7830 CLOUD CONNECT SOLUTIONS …
Vendor 6544 - CLOUD CONNECT SOLUTIONS INC Total: 1,669.16 Vendor: 0692 - COUNTY OF LA REGISTRAR-RECORDER/COUNTY CLERK 1521/1525 Huntington Dr 3122025 75.00
Notice of Exemption
100-1405-7980 COUNTY OF LOS ANGELES REG…
1501 Huntington Dr Notice of 31225 75.00
Exemption
100-1405-7980 COUNTY OF LOS ANGELES REG…
Vendor 0692 - COUNTY OF LA REGISTRAR-RECORDER/COUNTY CLERK Total: 150.00 Vendor: 5494 - CURO MANAGED PRINT PRODUCTION
Recreation Leader Uniform 10471 25.63
Name Badges
100-1605-7636 CURO MANAGED PRINT PRO…
Vendor 5494 - CURO MANAGED PRINT PRODUCTION Total: 25.63 Vendor: 6650 - DANCEFIT LLC
Instructor Fee-Ballet Winter #8 336.00
2/11/25 - 3/11/25
100-1605-7736 DANCEFIT LLC
Vendor 6650 - DANCEFIT LLC Total: 336.00
Vendor: 6714 - DANIELLA LOLI
100-1605-7735 DANIELLA LOLI Youthworks Internshi… 3/2025 100.00 Vendor 6714 - DANIELLA LOLI Total: 100.00
Vendor: 6712 - DAVID RUIZ
100-1605-7735 DAVID RUIZ Youthworks Internshi… 3/2025 100.00 Vendor 6712 - DAVID RUIZ Total: 100.00
Vendor: 5920 - DAVID SOTO
100-1605-7735 DAVID SOTO Youthworks Internshi… 3/2025 100.00 Vendor 5920 - DAVID SOTO Total: 100.00
Vendor: 6719 - DELANEY KOVACH
100-1605-7735 DELANEY KOVACH Youthworks Internshi… 3/2025 100.00 Vendor 6719 - DELANEY KOVACH Total: 100.00
Vendor: 1381 - DOLPHIN RENTS INC
100-1020-7711 DOLPHIN RENTS INC Annual Awards Table Linens 01-218794-02 81.34 Vendor 1381 - DOLPHIN RENTS INC Total: 81.34
Vendor: 0476 - DUARTE PETTY CASH/BINGO PRIZE MONEY
100-1605-7733 DUARTE PETTY CASH/BINGO … SC Bingo Prize Money 4/2025 205.00 Vendor 0476 - DUARTE PETTY CASH/BINGO PRIZE MONEY Total: 205.00 Vendor: 0311 - DUARTE RECREATION PETTY CASH
100-1605-7650 DUARTE RECREATION PETTY … Vehicle #30 Car Wash Tip 3112025 7.00 100-1605-7735 DUARTE RECREATION PETTY … Sharpie Paint 3112025 12.11 100-1605-7980 DUARTE RECREATION PETTY … Paper Goods 3112025 24.47 Vendor 0311 - DUARTE RECREATION PETTY CASH Total: 43.58

Council Warrant Register By Vendor Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:59:04 AM Page 4 of 14
Account Number Vendor DBA Description (Item) Payable Number Project Account Key Amount Vendor: 1357 - EXECUTIVE ELEVATOR INC
SC Elevator Maintenance 1081492 171.00
2/2025
100-1610-7652 EXECUTIVE ELEVATOR INC
Vendor 1357 - EXECUTIVE ELEVATOR INC Total: 171.00
Vendor: 4690 - FULLER ENGINEERING INC
100-1610-7617 FULLER ENGINEERING INC Pool Chemicals 152841 337.42 Vendor 4690 - FULLER ENGINEERING INC Total: 337.42
Vendor: 4308 - GARVEY EQUIPMENT COMPANY
100-1410-7980 GARVEY EQUIPMENT COMPA… Various Shovels 166719 523.55 Vendor 4308 - GARVEY EQUIPMENT COMPANY Total: 523.55
Vendor: 1694 - GERARD BATISTA
PAPA Multi-Day Conference 2/19/25 - 2/21/25 99.85
Expense Reimbursement
100-1410-7610 GERARD BATISTA
Vendor 1694 - GERARD BATISTA Total: 99.85
Vendor: 6181 - GOOGLE LLC
Gsuite accessduarte.com 5187636521 2,092.92
2/1/25 - 2/28/25
100-1815-7632 GOOGLE LLC
Vendor 6181 - GOOGLE LLC Total: 2,092.92
Vendor: 1092 - GRAINGER
100-1610-7618 GRAINGER Sports Field Lightbulbs 9420456940 860.75 Vendor 1092 - GRAINGER Total: 860.75
Vendor: 6441 - HDL COMPANIES
100-1815-7820 HDL COMPANIES Buiness License Fee Update SIN047764 7,075.00 Vendor 6441 - HDL COMPANIES Total: 7,075.00
Vendor: 6002 - HEULYN REGINA DUMAS-JOHNSON
100-1605-7733 HEULYN REGINA DUMAS-JOH… Senior Ctr Sewing Class 2/2025 SC-2/2025 165.00 Instructor Fee-Sewing 1/15/25 Winter/REC-03-2025 2,002.00 - 3/8/25
100-1605-7736 HEULYN REGINA DUMAS-JOH…
Vendor 6002 - HEULYN REGINA DUMAS-JOHNSON Total: 2,167.00 Vendor: 1840 - HINDERLITER, DE LLAMAS & ASSOCIATES
Sale Tax Audit Jan 2025 - Mar SIN047948 1,807.33
2025
100-1805-7965 HINDERLITER, DE LLAMAS & A…
Transaction Tax Audit Jan 2025 SIN048168 300.00
- Mar 2025
100-1805-7965 HINDERLITER, DE LLAMAS & A…
Vendor 1840 - HINDERLITER, DE LLAMAS & ASSOCIATES Total: 2,107.33 Vendor: 2807 - HUMAN GOOD ROYAL OAKS
Employee Training 1/22/2025 350.43
Snacks/Drinks
100-1810-7611 ROYAL OAKS MANOR
Employee Training 1/23/2025 441.93
Snacks/Drinks
100-1810-7611 ROYAL OAKS MANOR
Vendor 2807 - HUMAN GOOD ROYAL OAKS Total: 792.36
Vendor: 1614 - IMS REFRIGERATION INC
100-1610-7652 IMS REFRIGERATION INC City Yard Ice Machine Service 56722 437.24 Community Ctr Ice Machine 56723 437.24
Service
100-1610-7652 IMS REFRIGERATION INC
100-1610-7652 IMS REFRIGERATION INC Senior Ctr Ice Machine Service 56724 437.24 Vendor 1614 - IMS REFRIGERATION INC Total: 1,311.72
Vendor: 6309 - INX BUILDING MAINTENANCE
Senior Ctr Cleaning 2/9/25 & 992001 330.00
2/23/25
100-1610-7652 INX BUILDING MAINTENANCE
City Yard Janitorial Services 992224 792.74
3/2025
100-1610-7652 INX BUILDING MAINTENANCE
City Hall Janitorial Services 992251 1,828.89
3/2025
100-1610-7652 INX BUILDING MAINTENANCE
Vendor 6309 - INX BUILDING MAINTENANCE Total: 2,951.63

Council Warrant Register By Vendor Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:59:04 AM Page 5 of 14
Account Number Vendor DBA Description (Item) Payable Number Project Account Key Amount Vendor: 0594 - J & J SPORTS & TROPHIES
Teen Ctr 3 on 3 Basketball 31327 117.42
Tournament Trophies
100-1605-7735 J & J SPORTS & TROPHIES
Vendor 0594 - J & J SPORTS & TROPHIES Total: 117.42
Vendor: 6717 - JACOB RAMIREZ
100-1410-7076 JACOB RAMIREZ Tuition Reimbursement 2182025 2,427.00 Vendor 6717 - JACOB RAMIREZ Total: 2,427.00
Vendor: T4934 - JANE VILLEGAS
Const/Demo Deposit Refund R90976 6,415.04
(Pmt#2020-162)
100-2126 JANE VILLEGAS
Administrative Fee (Pmt#2020- R90976 -125.00
162)
100-5004 JANE VILLEGAS
Vendor T4934 - JANE VILLEGAS Total: 6,290.04
Vendor: 6715 - JIMENA LOZADA
100-1605-7735 JIMENA LOZADA Youthworks Internshi… 3/2025 100.00 Vendor 6715 - JIMENA LOZADA Total: 100.00
Vendor: 6494 - JJJ FLOOR COVERING INC
Teen Ctr Multi Purpose Room 1026255 8,370.00
Floor Replacement
100-1610-8100 JJJ FLOOR COVERING INC
Teen Ctr Front Deck Floor 1026255-A 1,315.00
Repairs
100-1610-7652 JJJ FLOOR COVERING INC
Vendor 6494 - JJJ FLOOR COVERING INC Total: 9,685.00
Vendor: 5406 - JOSE ANGEL FIERROS
2025 Windstorm Concrete 3542 18,940.00
Repair Phase I
100-1205-7655 FS CONTRACTORS INC
Reconstruction of Block Wall @ 3575 9,850.00
1138 Calle Linares
100-1820-7771 FS CONTRACTORS INC DMGE099-Sept'24-Blockwall &… Vendor 5406 - JOSE ANGEL FIERROS Total: 28,790.00
Vendor: T3851 - JOVANA VILLEGAS
Instructor Fee-Culinary/Ballet 3112025 2,401.00
1/15/25 - 3/10/25
100-1605-7736 JOVANA VILLEGAS
Vendor T3851 - JOVANA VILLEGAS Total: 2,401.00
Vendor: T4936 - KATHLEEN IVERSON
ROP Bldg Rent Deposit Refund R107097 150.00
3/9/2025
100-2120 KATHLEEN IVERSON
Vendor T4936 - KATHLEEN IVERSON Total: 150.00
Vendor: 0439 - KENNETH L ROGERS
Cmty Ctr/Senior Ctr Carpet 15366 600.00
Cleaning
100-1610-7652 STAR BRITE CARPET CARE
100-1610-7652 STAR BRITE CARPET CARE Teen Ctr Carpet Cleaning 15358 400.00 Vendor 0439 - KENNETH L ROGERS Total: 1,000.00
Vendor: 6702 - LAISHAN MUI ITO
2024 Call for Artists Utility Box 3102025 475.00
Art Program
100-1405-8100 LAISHAN MUI ITO 202517-Utility Box Art Program Vendor 6702 - LAISHAN MUI ITO Total: 475.00
Vendor: 6581 - LANDEN GRAVES
100-1605-7735 LANDEN GRAVES Youthworks Internshi… 3/2025 100.00 Vendor 6581 - LANDEN GRAVES Total: 100.00
Vendor: 6587 - LEE & ASSOCIATES - PASADENA INC
Real Estate Advisory Services 3052025 6,495.00
2/2025
100-1405-7975 LEE & ASSOCIATES - PASADEN…
Vendor 6587 - LEE & ASSOCIATES - PASADENA INC Total: 6,495.00 Vendor: 5761 - LIFE STORAGE #530
Building Plans Storage 284083281 552.20
3/1/2025 - 3/31/2025
100-1405-7800 LIFE STORAGE #530
Building Plans Storage 284085594 565.20
3/1/2025 - 3/31/2025
100-1405-7800 LIFE STORAGE #530
Vendor 5761 - LIFE STORAGE #530 Total: 1,117.40

Council Warrant Register By Vendor Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:59:04 AM Page 6 of 14
Account Number Vendor DBA Description (Item) Payable Number Project Account Key Amount Vendor: 0056 - LOS ANGELES COUNTY SHERIFF'S DEPARTMENT
100-1205-7781 LOS ANGELES COUNTY SHERIF…Sheriff Contract 1/2025 252013TZ 447,784.15 Vendor 0056 - LOS ANGELES COUNTY SHERIFF'S DEPARTMENT Total: 447,784.15 Vendor: 6367 - LUCIA ROMERO
Instructor Fee-Folklorico 030725 521.50
Winter 1/14/25 - 3/4/25
100-1605-7736 BALLET FOLKLORICO INTERNA…
Vendor 6367 - LUCIA ROMERO Total: 521.50
Vendor: 0460 - M & L ENTERPRISES SPORTS
Senior Softball 2025 Team 3122025 774.00
League Fee/Softballs
100-1605-7733 M & L ENTERPRISES SPORTS
Vendor 0460 - M & L ENTERPRISES SPORTS Total: 774.00
Vendor: 4422 - MARILYN MAYS
100-1500 MARILYN MAYS Advance-MYC Spring Brea… 4/8/25 - 4/9/25 3,284.82 Vendor 4422 - MARILYN MAYS Total: 3,284.82
Vendor: 4434 - MARIPOSA LANDSCAPES INC
PO Pkg Lot Landscape 112489 312.00
Maintenance 2/2025
100-1020-7724 MARIPOSA LANDSCAPES INC
Greenbank Ave Brush 112489 76.00
Clearance 2/2025
100-1410-7815 MARIPOSA LANDSCAPES INC
Duarte Wilderness Park Brush 112489 2,080.00
Clearance 2/2025
100-1410-7815 MARIPOSA LANDSCAPES INC
Sports Parks (2) Landscape 112489 3,426.72
Maintenance 2/2025
100-1415-7916 MARIPOSA LANDSCAPES INC
Vendor 4434 - MARIPOSA LANDSCAPES INC Total: 5,894.72
Vendor: 6594 - MATTHEW GUAJARDO
100-1205-7779 MATTHEW GUAJARDO DUSD Tutoring Program 11/2024 202418-FY23-26-Exp-Tutors,S… 600.00 100-1205-7779 MATTHEW GUAJARDO DUSD Tutoring Program Dec 2024/Jan2025 202418-FY23-26-Exp-Tutors,S… 900.00 Vendor 6594 - MATTHEW GUAJARDO Total: 1,500.00
Vendor: 4286 - MAXTREME INC
100-1815-7965 MAXTREME SERVICES IT Helpdesk 3/2025 13789 12,500.00 Vendor 4286 - MAXTREME INC Total: 12,500.00
Vendor: 6479 - NATIONAL CHAVEZ CENTER
Cesar Chavez Speaker 36184 300.00
Engagement
100-1605-7730 NATIONAL CHAVEZ CENTER
Vendor 6479 - NATIONAL CHAVEZ CENTER Total: 300.00
Vendor: T4935 - NISHOKA TENNAKOON
Const/Demo Deposit Refund R103901 1,800.00
(Pmt#2022-672)
100-2126 NISHOKA TENNAKOON
Vendor T4935 - NISHOKA TENNAKOON Total: 1,800.00
Vendor: 6289 - PAPER RECYCLING & SHREDDING SPECIALISTS
100-1825-7980 PAPER RECYCLING & SHREDDI… Document Shredding 3/4/2025 596011 73.00 Vendor 6289 - PAPER RECYCLING & SHREDDING SPECIALISTS Total: 73.00 Vendor: 2466 - POST ALARM SYSTEMS
City Hall/Yard Alarm 1777299 104.67
Monitoring 4/2025
100-1610-7652 POST ALARM SYSTEMS
Vendor 2466 - POST ALARM SYSTEMS Total: 104.67
Vendor: 0768 - RALPHS GROCERY COMPANY
P&R Mgr Interview Panel 024505 26.26
Breakfast Items
100-1605-7610 RALPHS
Vendor 0768 - RALPHS GROCERY COMPANY Total: 26.26
Vendor: 6701 - RAQUEL MARTINEZ RODRIGUEZ
2024 Call for Artists Utility Box 3102025 375.00
Art Program
100-1405-8100 RAQUEL MARTINEZ RODRIGU… 202517-Utility Box Art Program Vendor 6701 - RAQUEL MARTINEZ RODRIGUEZ Total: 375.00

Council Warrant Register By Vendor Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:59:04 AM Page 7 of 14
Account Number Vendor DBA Description (Item) Payable Number Project Account Key Amount Vendor: 6652 - RAYMOND ABERNATHY
A-Team Contract Services TRA-12 6,700.00
3/2025
100-1205-7783 TRAIN UP A CHILD LLC
Vendor 6652 - RAYMOND ABERNATHY Total: 6,700.00
Vendor: 6525 - RECORDS CONTROL SERVICES INC
Records Retention Program 24-63 5,511.00
Development
100-1010-7965 RECORDS CONTROL SERVICES …
Vendor 6525 - RECORDS CONTROL SERVICES INC Total: 5,511.00 Vendor: 6057 - REGIONAL TAP SERVICE CENTER
100-2125 REGIONAL TAP SERVICE CENT… TAP Card Reload 2/2025 6024640 60.00 Vendor 6057 - REGIONAL TAP SERVICE CENTER Total: 60.00
Vendor: 6591 - RINCON CONSULTANTS INC
Andres Duarte School EIR/PM 63851 20,240.91
2/2025
100-2121 RINCON CONSULTANTS INC 202424- 100-2121/1433 Crestf… Vendor 6591 - RINCON CONSULTANTS INC Total: 20,240.91
Vendor: 6293 - RODOLFO CARDENAS
100-1605-7733 SONICBOOM DJ Rudy SC Monthly Dance DJ 3/27/2025 175.00 Vendor 6293 - RODOLFO CARDENAS Total: 175.00
Vendor: 6585 - RUBEN VIOLA
SC March/April Newsletter 3623 669.77
Printing
100-1605-7733 QUALITY PRINTING AND MAIL…
Vendor 6585 - RUBEN VIOLA Total: 669.77
Vendor: 6703 - SAMANTHA CHANG
2024 Call for Artists Utility Box 3102025 475.00
Art Program
100-1405-8100 SAMANTHA CHANG 202517-Utility Box Art Program Vendor 6703 - SAMANTHA CHANG Total: 475.00
Vendor: 6639 - SAMUEL LEMUS
100-1605-7735 SAMUEL LEMUS Youthworks Internshi… 3/2025 100.00 Vendor 6639 - SAMUEL LEMUS Total: 100.00
Vendor: 3115 - SAN GABRIEL VALLEY CITY MANAGERS' ASSOCIATION Brian Villalobos Managing Your 3/19/2025 40.00
Next Disaster Mtg
100-1010-7610 SAN GABRIEL VALLEY CITY M…
Larry Breceda Managing Your 3/19/2025 40.00
Next Disaster Meeting
100-1205-7610 SAN GABRIEL VALLEY CITY M…
Vendor 3115 - SAN GABRIEL VALLEY CITY MANAGERS' ASSOCIATION Total: 80.00 Vendor: 6088 - SAN GABRIEL VALLEY HUMANE SOCIETY
Animal Shelter Services 12/2024D 6,250.00
12/2024
100-1205-7780 SAN GABRIEL VALLEY HUMAN…
100-1205-7780 SAN GABRIEL VALLEY HUMAN… Animal Shelter Services 3/2025 3/2025D 6,250.00 Vendor 6088 - SAN GABRIEL VALLEY HUMANE SOCIETY Total: 12,500.00 Vendor: 6178 - SEAN H MCBRIDE
100-1410-7076 SEAN H MCBRIDE Tuition Reimbursement 3102025 122.25 Vendor 6178 - SEAN H MCBRIDE Total: 122.25
Vendor: 6277 - SECTRAN SECURITY INC
100-1805-7653 SECTRAN SECURITY INC March 2025 Courier Pick-up 25030680 342.24 Vendor 6277 - SECTRAN SECURITY INC Total: 342.24
Vendor: 0202 - SHAFFER AWARDS
Pam Romero Recognition 8573 30.78
Plaque
100-1010-7980 SHAFFER AWARDS
Vendor 0202 - SHAFFER AWARDS Total: 30.78
Vendor: 0206 - SIMON EQUIPMENT RENTALS
Scissor Lift Rental (Lunar New 169751 337.65
Year)
100-1605-7730 SIMON EQUIPMENT RENTALS
Vendor 0206 - SIMON EQUIPMENT RENTALS Total: 337.65
Vendor: 0209 - SMART & FINAL
100-1605-7733 SMART & FINAL Senior Ctr Front Office Supplies 053355 20.94 100-1610-7618 SMART & FINAL Senior Ctr Coffee Supplies 062733 89.96

Council Warrant Register By Vendor Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:59:04 AM Page 8 of 14
Account Number Vendor DBA Description (Item) Payable Number Project Account Key Amount Senior Ctr St Patricks Event 106922 127.42
Supplies
100-1605-7733 SMART & FINAL
100-1610-7618 SMART & FINAL Senior Ctr Coffee Supplies 667755 116.48 100-1605-7730 SMART & FINAL Eggfest 2025 Egg Hunt Candy 055377 287.75 Cesar Chavez Event Volunteer 334300 34.38
Water
100-1605-7730 SMART & FINAL
Vendor 0209 - SMART & FINAL Total: 676.93
Vendor: 0220 - SOUTHERN CALIFORNIA NEWS GROUP
100-1010-7670 SOUTHERN CALIFORNIA NEWS…Legal Advertising 2/2025 611609 1,254.23 Vendor 0220 - SOUTHERN CALIFORNIA NEWS GROUP Total: 1,254.23 Vendor: 2688 - STAPLES
PS Ergonomic Desk Equipment 6026356775 563.19
(To be Reimbursed)
100-1810-7980 STAPLES CONTRACT & COMM…
PS Ergonomic Desk Equipment 6026356776 603.54
(To be Reimbursed)
100-1810-7980 STAPLES CONTRACT & COMM…
PS Ergonomic Desk Equipment 6026525432 377.53
(To be Reimbursed)
100-1810-7980 STAPLES CONTRACT & COMM…
100-1805-7614 STAPLES CONTRACT & COMM… Office Supplies 6026583828 53.12 Vendor 2688 - STAPLES Total: 1,597.38
Vendor: 6533 - TAYLOR ENTERTAINMENT INC
Balance-Jump for Autism #4/2/25,6-8pm 200.00
Balloon Artist
100-1605-7730 TAYLOR ENTERTAINMENT INC
Vendor 6533 - TAYLOR ENTERTAINMENT INC Total: 200.00
Vendor: 4241 - THE SAUCE CREATIVE SERVICES CORP
City News Spring 2025 Design 7446 7,650.00
Fee
100-1605-7739 THE SAUCE CREATIVE SERVICE…
100-1605-7739 THE SAUCE CREATIVE SERVICE…City News Spring 2025 Printing 7447 8,923.25 Vendor 4241 - THE SAUCE CREATIVE SERVICES CORP Total: 16,573.25 Vendor: 5029 - THE TECHNOLOGY DEPOT INC
100-1815-7821 THE TECHNOLOGY DEPOT INC VITA Mgmt 4/2025 28058 608.30 100-1815-7830 THE TECHNOLOGY DEPOT INC Mitel Maintenance 4/2025 28059 464.20 100-1815-7821 THE TECHNOLOGY DEPOT INC Ruckus Cloud Mgmt 4/2025 28060 399.20 Vendor 5029 - THE TECHNOLOGY DEPOT INC Total: 1,471.70
Vendor: 5581 - THOMSON REUTERS-WEST PUBLISHING CORP
100-1205-7655 THOMSON REUTERS-WEST P… EOC Software 2/2025 851574085 226.39 Vendor 5581 - THOMSON REUTERS-WEST PUBLISHING CORP Total: 226.39 Vendor: 5284 - TRIPEPI SMITH & ASSOCIATES
Video Production Services 14202 765.00
1/2025
100-1020-7712 TRIPEPI SMITH & ASSOCIATES
Video Production Services 14203 1,918.88
2/2025
100-1020-7712 TRIPEPI SMITH & ASSOCIATES
Vendor 5284 - TRIPEPI SMITH & ASSOCIATES Total: 2,683.88 Vendor: 4674 - TYLER TECHNOLOGIES INC
Finance System Support 025-498251 13,613.94
4/01/2025 - 6/30/2025
100-1815-7820 TYLER TECHNOLOGIES INC
Vendor 4674 - TYLER TECHNOLOGIES INC Total: 13,613.94
Vendor: 4484 - U.S. BANK
Larry B Area D EOC Debrief 2252025LB 129.12
Mtg 1/30/25 (SushiFire)
100-1205-7610 U.S. BANK
Larry B Exit Interview w/E 2252025LB 50.38
Lepone (Hope Village)
100-1205-7610 U.S. BANK
PSM Ariizumi CESA Conf Airfare 2252025LB 463.40
(United Airlines)
100-1205-7610 U.S. BANK
100-1205-7614 U.S. BANK Office Supplies (Amazon) 2252025LB 4.73 100-1205-7614 U.S. BANK Office Supplies (Target) 2252025LB 14.10 100-1205-7614 U.S. BANK Office Supplies (Amazon) 2252025LB 25.35 100-1205-7614 U.S. BANK Office Supplies (Amazon) 2252025LB 37.08 CH Emergency Supplies 2252025LB 234.53
(Amazon)
100-1205-7615 U.S. BANK

Council Warrant Register By Vendor Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:59:04 AM Page 9 of 14
Account Number Vendor DBA Description (Item) Payable Number Project Account Key Amount 100-1205-7615 U.S. BANK EOC (3) Desk Chairs (Amazon) 2252025LB 529.17 PS Vehicles Spotlights 2252025LB 650.25
(Amazon)
100-1205-7615 U.S. BANK
LASD EOC Jackets (Sheriff 2252025LB 949.99
Relief Emporium)
100-1205-7615 U.S. BANK
EOC Database 2/4/2025 - 2252025LB 119.88
2/4/2026 (Dropbox)
100-1205-7655 U.S. BANK
DART Event 2/21/25 (Mr 2252025LB 331.74
Dragon Noodle)
100-1205-7779 U.S. BANK
Lunar New Year DART Event 2252025LB 213.65
2/8/25 (YoungsGourmet)
100-1205-7779 U.S. BANK
DART Wrightwood Trip 2252025LB 145.57
2/16/25 (Maid in the Mtn)
100-1205-7779 U.S. BANK
DART Wrightwood Trip 2252025LB 137.61
2/16/25 (Mile High Pizza)
100-1205-7779 U.S. BANK
DART Wrightwood Trip 2252025LB 119.60
2/16/25 (McDonalds)
100-1205-7779 U.S. BANK
DART Meeting Dinner 1/28/25 2252025LB 101.75
(Jersey Mikes)
100-1205-7779 U.S. BANK
DART Meeting 1/29/25 (Portos 2252025LB 95.90
Bakery)
100-1205-7779 U.S. BANK
DART Wrightwood Trip 2252025LB 133.11
2/17/25 (Village Grind)
100-1205-7779 U.S. BANK
DART Wrightwood Trip 2252025LB 91.00
2/16/25 (Littlest Pet Shop)
100-1205-7779 U.S. BANK
DART Event 2/24/25 2252025LB 82.82
(Wingstop)
100-1205-7779 U.S. BANK
DART Event 2/20/25 (Mama Lu 2252025LB 69.46
Dumplings)
100-1205-7779 U.S. BANK
100-1205-7779 U.S. BANK DART Contest Prizes (Target) 2252025LB 60.00 DART Wrightwood Trip 2252025LB 37.74
2/16/25 (Wrightwood Foods)
100-1205-7779 U.S. BANK
DART Mtg Dinner 2/12/25 2252025LB 23.13
(Tropicana Mkt)
100-1205-7779 U.S. BANK
DART Wrightwood Trip 2252025LB 21.45
2/16/25 (La Jarrita)
100-1205-7779 U.S. BANK
DART Wrightwood Trip 2252025LB 3.31
2/16/25 Gloves (Target)
100-1205-7779 U.S. BANK
DART Service Event 2/1/25 2252025LB 92.63
(Denny's)
100-1205-7779 U.S. BANK
A-Team Cupcakes (Smart & 2252025LB 15.07
Final)
100-1205-7783 U.S. BANK
A-Team Event 2/19/25 (Round 2252025LB 927.34
1 Bowling)
100-1205-7783 U.S. BANK
PSM Ariizumi Nuisance 2252025LB 132.75
Training 2/4/25 (RSCCD)
100-1205-7814 U.S. BANK
Juan O Sidewalk Vending 2252025LB 60.00
Enforce Training (Civica)
100-1205-7980 U.S. BANK
Vendor 4484 - U.S. BANK Total: 6,103.61
Vendor: 5907 - ULINE INC
Fitness Ctr Pool (8) Red Sport 189600177 152.73
Cones
100-1610-7616 ULINE INC
Vendor 5907 - ULINE INC Total: 152.73
Vendor: 6572 - VALIANCE CAPITAL LLC
Youth Sports Basketball 915008 - DT 1,600.00
Officials Winter 2025
100-1605-7741 VALIANCE CAPITAL LLC
Vendor 6572 - VALIANCE CAPITAL LLC Total: 1,600.00
Vendor: 1521 - WEST COAST ARBORISTS INC
2025 Windstorm Tree 226200 11,187.75
Removal/Pruning
100-1205-7655 WEST COAST ARBORISTS INC
Vendor 1521 - WEST COAST ARBORISTS INC Total: 11,187.75

Council Warrant Register By Vendor Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:59:04 AM Page 10 of 14
Account Number Vendor DBA Description (Item) Payable Number Project Account Key Amount Vendor: 5992 - WESTERN EXTERMINATOR COMPANY
Pest/Rodent/Mosquito Control 522005C 879.03
2/2025
100-1610-7652 WESTERN EXTERMINATOR C…
Vendor 5992 - WESTERN EXTERMINATOR COMPANY Total: 879.03 Vendor: 6706 - ZASIO BALDELOMAR
DART Event Expense 2/21/2025 32.01
Reimbursement
100-1205-7779 ZASIO BALDELOMAR
Vendor 6706 - ZASIO BALDELOMAR Total: 32.01
Fund 100 - GENERAL FUND Total: 740,972.53
Fund: 220 - GAS TAX FUN
Vendor: 5887 - WGJ ENTERPRISES INC
Huntington Dr Crosswalk 12214C-03 3,702.80
Striping
220-2210-7811 PCI
Vendor 5887 - WGJ ENTERPRISES INC Total: 3,702.80
Fund 220 - GAS TAX FUN Total: 3,702.80
Fund: 240 - LIGHTING AND LANDSCAPE DISTRICT FUND
Vendor: 3968 - LANDSCAPE WAREHOUSE III
Duarte Rd Median Irrigation 4211639 84.94
Repairs
240-2410-7891 LANDSCAPE WAREHOUSE INC
Duarte Rd Median Irrigation 4211978 70.74
Repair
240-2410-7891 LANDSCAPE WAREHOUSE INC
Vendor 3968 - LANDSCAPE WAREHOUSE III Total: 155.68
Vendor: 4434 - MARIPOSA LANDSCAPES INC
Parks (14) Landscape 112489 15,723.51
Maintenance 2/2025
240-2410-7915 MARIPOSA LANDSCAPES INC
City Facilities (4) Landscape 112489 2,733.32
Maintenance 2/2025
240-2410-7915 MARIPOSA LANDSCAPES INC
Misc Locations (8) Landscape 112489 1,509.99
Maintenance 2/2025
240-2410-7915 MARIPOSA LANDSCAPES INC
Medians/Pkwys (19) Landscape 112489 8,312.45
Maintenance 2/2025
240-2410-7917 MARIPOSA LANDSCAPES INC
Tree Wells (12) Landscape 112489 459.54
Maintenance 2/2025
240-2410-7917 MARIPOSA LANDSCAPES INC
Landscape Maintenance 112489 491.67
2/2025
240-2420-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 112489 1,416.67
2/2025
240-2421-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 112489 693.80
2/2025
240-2422-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 112489 1,125.00
2/2025
240-2423-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 112489 775.01
2/2025
240-2424-7914 MARIPOSA LANDSCAPES INC
Hearthstone Brush Clearance 112489 1,166.67
2/2025
240-2425-7913 MARIPOSA LANDSCAPES INC
Landscape Maintenance 112489 416.67
2/2025
240-2425-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 112489 333.33
2/2025
240-2426-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 112489 891.67
2/2025
240-2427-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 112489 891.67
2/2025
240-2431-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 112489 1,175.00
2/2025
240-2432-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 112489 750.00
2/2025
240-2433-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 112489 500.00
2/2025
240-2434-7914 MARIPOSA LANDSCAPES INC
Landscape Maintenance 112489 750.00
2/2025
240-2435-7914 MARIPOSA LANDSCAPES INC

Council Warrant Register By Vendor Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:59:04 AM Page 11 of 14
Account Number Vendor DBA Description (Item) Payable Number Project Account Key Amount Ridgecrest Brush Clearance 112489 708.33
2/2025
240-2435-7918 MARIPOSA LANDSCAPES INC
Vendor 4434 - MARIPOSA LANDSCAPES INC Total: 40,824.30
Fund 240 - LIGHTING AND LANDSCAPE DISTRICT FUND Total: 40,979.98 Fund: 290 - SUPPLEMENTAL LAW ENFORCEMENT FUND
Vendor: 0056 - LOS ANGELES COUNTY SHERIFF'S DEPARTMENT
290-2905-7781 LOS ANGELES COUNTY SHERIF…Sheriff Contract 1/2025 252013TZ 24,480.43 Vendor 0056 - LOS ANGELES COUNTY SHERIFF'S DEPARTMENT Total: 24,480.43 Fund 290 - SUPPLEMENTAL LAW ENFORCEMENT FUND Total: 24,480.43 Fund: 440 - PROPOSITION A TRANSIT FUND
Vendor: 0903 - CITY OF MONROVIA
Transportation Dept Fuel 2501298 294.18
11/2024
440-4405-7650 CITY OF MONROVIA
Transportation Dept Fuel 2501307 269.42
12/2024
440-4405-7650 CITY OF MONROVIA
Vendor 0903 - CITY OF MONROVIA Total: 563.60
Vendor: 2688 - STAPLES
Transportation Dept Printer 6026583828 87.19
Toner
440-4405-7614 STAPLES CONTRACT & COMM…
Vendor 2688 - STAPLES Total: 87.19
Fund 440 - PROPOSITION A TRANSIT FUND Total: 650.79
Fund: 460 - PROPOSITION C TRANSIT FUND
Vendor: 0903 - CITY OF MONROVIA
Transportation Dept Fuel 2501298 240.70
11/2024
460-4605-7788 CITY OF MONROVIA
Transportation Dept Fuel 2501307 220.45
12/2024
460-4605-7650 CITY OF MONROVIA
Vendor 0903 - CITY OF MONROVIA Total: 461.15
Fund 460 - PROPOSITION C TRANSIT FUND Total: 461.15
Fund: 470 - MEASURE R LR TRANSIT FUND
Vendor: 6674 - ADVANTEC CONSULTING ENGINEERS INC
Buena Vista & Kellwil Traffic 9801-0677-02 4,075.80
Signal Design 2/2025
470-4705-8100 ADVANTEC CONSULTING ENG… 202127/Other Cap-TS Buena V… Vendor 6674 - ADVANTEC CONSULTING ENGINEERS INC Total: 4,075.80 Vendor: 5873 - ELIE FARAH INC
FY25 Street Rehab Project 2-DUA24-28 8,100.00
Design 1/12/25-2/28/25
470-4705-8070 ELIE FARAH INC 202506-Cap Street Improv-FY… Vendor 5873 - ELIE FARAH INC Total: 8,100.00
Fund 470 - MEASURE R LR TRANSIT FUND Total: 12,175.80
Fund: 475 - MEASURE M LR TRANSIT FUND
Vendor: 6674 - ADVANTEC CONSULTING ENGINEERS INC
BV/Central/Evergreen TS Signal 9801-0676-03 10,905.40
Design 2/2025
475-4750-7965 ADVANTEC CONSULTING ENG… 201918/Prof Svcs-Buena Vista… Buena Vista & Kellwil Traffic 9801-0677-02 4,579.60
Signal Design
475-4750-7965 ADVANTEC CONSULTING ENG… 202127/Prof Svcs-TS Buena Vi… Vendor 6674 - ADVANTEC CONSULTING ENGINEERS INC Total: 15,485.00 Fund 475 - MEASURE M LR TRANSIT FUND Total: 15,485.00
Grand Total: 838,908.48

Council Warrant Register By Vendor Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:59:04 AM Page 12 of 14
Report Summary
Fund Summary
Fund Payment Amount
100 - GENERAL FUND 740,972.53
220 - GAS TAX FUN 3,702.80
240 - LIGHTING AND LANDSCAPE DISTRICT FUND 40,979.98
290 - SUPPLEMENTAL LAW ENFORCEMENT FUND 24,480.43
440 - PROPOSITION A TRANSIT FUND 650.79
460 - PROPOSITION C TRANSIT FUND 461.15
470 - MEASURE R LR TRANSIT FUND 12,175.80
475 - MEASURE M LR TRANSIT FUND 15,485.00
Grand Total: 838,908.48
Account Summary
Account Number Account Name Payment Amount
100-1010-7610 Travel, Mtgs & Conf 40.00
100-1010-7612 Publications and Dues 77.92
100-1010-7670 Legal Notices 1,254.23
100-1010-7965 Professional Services 5,511.00
100-1010-7980 Other Expenses 230.78
100-1020-7711 Employee Recognition C… 81.34
100-1020-7712 Community Information … 2,683.88
100-1020-7724 Post Office Parking 312.00
100-1020-7726 Council Cablecasting 600.00
100-1205-7610 Travel, Mtgs & Conf 682.90
100-1205-7614 Office Supplies 81.26
100-1205-7615 Emergency Supplies 2,363.94
100-1205-7650 Vehicle Maintenance 2,868.13
100-1205-7655 Emergency Services 30,474.02
100-1205-7762 Parking Pass Kiosk Costs 85.71
100-1205-7779 Youth Programs 3,462.65
100-1205-7780 Animal Control 12,500.00
100-1205-7781 Contract Law Enforceme… 457,854.00
100-1205-7783 A-Team Program 7,642.41
100-1205-7814 Nuisance Abatement 132.75
100-1205-7980 Other Expenses 60.00
100-1405-7650 Vehicle Maintenance 184.43
100-1405-7800 Building Department Ser… 35,987.75
100-1405-7975 Economic Development … 6,495.00
100-1405-7980 Other Expenses 150.00
100-1405-8100 Other Capital Improvem… 1,700.00
100-1410-7076 Tuition Reimbursement 2,549.25
100-1410-7610 Travel, Mtgs & Conf 99.85
100-1410-7650 Vehicle Maintenance 2,252.15
100-1410-7815 Brush Clearance 2,156.00
100-1410-7980 Other Expenses 523.55
100-1415-7916 Landscape-Sport Park 3,426.72
100-1500 Advances 4,269.72
100-1605-7610 Travel, Mtgs & Conf 26.26
100-1605-7636 Uniforms 25.63
100-1605-7650 Vehicle Maintenance 454.51
100-1605-7730 Special Events 1,714.81
100-1605-7733 Senior Center 2,137.13
100-1605-7735 Teen Center 1,409.97
100-1605-7736 Youth & Adult Recreatio… 11,787.30
100-1605-7739 Publicity 16,573.25
100-1605-7741 Sports/Playground Progr… 1,600.00
100-1605-7745 Boxing Program 272.63
100-1605-7980 Other Expenses 24.47
100-1610-7616 Pool Supplies 152.73

Council Warrant Register By Vendor Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:59:04 AM Page 13 of 14
Account Summary
Account Number Account Name Payment Amount
100-1610-7617 Pool Chemicals 337.42
100-1610-7618 Building Supplies 2,511.67
100-1610-7636 Uniforms 50.92
100-1610-7650 Vehicle Maintenance 1,083.71
100-1610-7652 Building Maint Services 21,776.13
100-1610-8100 Other Capital Improvem… 8,370.00
100-1805-7614 Office Supplies 53.12
100-1805-7653 Bank Charges 342.24
100-1805-7965 Professional Services 2,107.33
100-1810-7611 Training 792.36
100-1810-7980 Other Expenses 1,572.81
100-1815-7632 Software 2,092.92
100-1815-7820 Finance Software 20,688.94
100-1815-7821 Network & Internet Serv… 1,007.50
100-1815-7830 Telephone Services 2,133.36
100-1815-7965 Professional Services 12,500.00
100-1820-7771 Repair Of City Property 9,850.00
100-1825-7631 Equipment Maintenance 116.12
100-1825-7980 Other Expenses 73.00
100-2120 Refundable Deposits 150.00
100-2121 Pass Through Deposits 20,240.91
100-2125 Metro Pass Through (TA… 60.00
100-2126 Construction and Demoli… 8,215.04
100-5004 Other Revenue -125.00
220-2210-7811 Street Maintenance 3,702.80
240-2410-7891 Repairs-Medians 155.68
240-2410-7915 Landscape-Citywide 19,966.82
240-2410-7917 Landscape-Medians 8,771.99
240-2420-7914 Landscape Maintenance 491.67
240-2421-7914 Landscape Maintenance 1,416.67
240-2422-7914 Landscape Maintenance 693.80
240-2423-7914 Landscape Maintenance 1,125.00
240-2424-7914 Landscape Maintenance 775.01
240-2425-7913 Brush Clearance 1,166.67
240-2425-7914 Landscape Maintenance 416.67
240-2426-7914 Landscape Maintenance 333.33
240-2427-7914 Landscape Maintenance 891.67
240-2431-7914 Landscape Maintenance 891.67
240-2432-7914 Landscape Maintenance 1,175.00
240-2433-7914 Landscape Maintenance 750.00
240-2434-7914 Landscape Maintenance 500.00
240-2435-7914 Landscape Maintenance 750.00
240-2435-7918 Fuel Modification 708.33
290-2905-7781 Contract Law Enforceme… 24,480.43
440-4405-7614 Office Supplies 87.19
440-4405-7650 Vehicle Maintenance 563.60
460-4605-7650 Vehicle Maintenance 220.45
460-4605-7788 Shuttle Services 240.70
470-4705-8070 Street Improvements (C… 8,100.00
470-4705-8100 Other Capital Improvem… 4,075.80
475-4750-7965 Professional Services 15,485.00
Grand Total: 838,908.48
Project Account Summary
Project Account Key Payment Amount
**None** 777,956.77
201918/Prof Svcs-Buena Vista & Central/Evergreen 10,905.40 202127/Other Cap-TS Buena Vista & Kelwill Way 4,075.80

Council Warrant Register By Vendor Payment Dates: 3/13/2025 - 3/26/2025 3/19/2025 9:59:04 AM Page 14 of 14
Project Account Summary
Project Account Key Payment Amount
202127/Prof Svcs-TS Buena Vista & Kelwill Way 4,579.60
202418-FY23-26-Exp-Tutors,Student Engage,Live Scan 1,500.00 202424- 100-2121/1433 Crestfield(Andres Duarte) 20,240.91 202506-Cap Street Improv-FY24-25 8,100.00
202517-Utility Box Art Program 1,700.00
DMGE099-Sept'24-Blockwall & Irrigation/Huntington 9,850.00 Grand Total: 838,908.48

City of
Duarte

MONTHLY FINANCIAL REPORT
Month Ended January 31, 2024
(58.3% of FY 2024-25 Completed)
Contents Page #
Treasury Report
Monthly Activity and Balances
Cash Balance by Fund
Budget-to-Actual Report
General Fund Revenue Dashboard
General Fund Expenditure Dashboard
Revenue, Expenditures, Transfers and Surplus/Deficit by Fund Components of Fund Balance in the General Fund 13
7-11
12 2
3 4-6

Monthly Financial Report

CITY OF DUARTE
Treasury Report - Monthly Activity & Balances
Month Ended January 31, 2024

MONTHLY ACTIVITY
Bank* LAIF* Total
Beginning Balance (1/01/2025) $6,566,388 $38,772,467 $45,338,855 Cash Inflows
Receipts $3,629,234 $470,924 $4,100,157
Transfers In $0 $0 $0
Total Cash Inflows $3,629,234 $470,924 $4,100,157
Cash Outflows
Disbursements $1,338,133 $0 $1,338,133
Transfers Out $0 $0 $0
Total Cash Outflows $1,338,133 $0 $1,338,133
Net Activity $2,291,101 $470,924 $2,762,024
Ending Balance (1/31/2025) $8,857,489 $39,243,391 $48,100,880 *The "Bank" balance refers to the balance in the City's primary checking account. The "LAIF" balance refers to the City's investment balance with the Local Agency Investment Fund, which is part of the State of California's Pooled Money Investment Account and administered by the California State Treasurer. 48,100,880
4,100,157
1,338,133 $0
$10,000,000
$20,000,000
$30,000,000
$40,000,000
$50,000,000
$60,000,000
Jan-24 Feb-24 Mar-24 Apr-24 May-24 Jun-24 Jul-24 Aug-24 Sep-24 Oct-24 Nov-24 Dec-24 Jan-25 Total Cash and Investments Monthly Cash Inflows Monthly Cash Outflows

Monthly Financial Report

CITY OF DUARTE
Treasury Report - Cash Balance by Fund
Month Ended January 31, 2024
*Source: City of Duarte general ledger. Note that the total cash balance as shown in the City's general ledger is not equal to the combined ending "Bank" and "LAIF" balances shown on the previous page. Because certain transactions are reflected at different times in the general ledger as compared to the City's bank account, the combined "Bank" and "LAIF" balances will rarely equal precisely the City's general ledger cash balance. The City performs a monthly "bank reconciliation" to reconcile these balances. **Funds with zero or negative cash balances are not shown above. Those with negative balances are offset against the General Fund cash balance.

0.2%, $72,888

0.2%, $116,710

0.3%, $146,032

0.6%, $302,776

0.7%, $334,621

1.1%, $511,899

1.2%, $569,559

1.7%, $807,152

1.7%, $812,158

2.6%, $1,225,067

2.6%, $1,262,904

4.5%, $2,133,386

5.3%, $2,530,516

7.2%, $3,418,619 70.2%, $33,527,121
$0 $10,000,000 $20,000,000 $30,000,000
Quimby (420)
SLEF (290)
AQMD (320)
Mea W (490)
Com Imprvmt (620)
Prop C (460)
Inclu Hsng (610)
Mea R (470)
SB1/RMRA (225)
Mea M (475)
Prop A (440)
Housing Auth (680)
Gas Tax (220)
Fmr RDA LMI Hsg (681)
General (100)
Cash Balance by Fund (total is $47.8 million*): % of Total & $ Amount

Monthly Financial Report

CITY OF DUARTE
General Fund Revenue by Category & Major Sources
FY 2024-25 Year-to-Date Through January versus Prior Year Last Year This Year
$ YTD thru January $11,287,122 $11,297,114
$0
$2,000,000
$4,000,000
$6,000,000
$8,000,000
$10,000,000
$12,000,000
Total GF Revenue
Last Year This Year
$ YTD thru January $6,901,723 $6,587,897
$0
$1,000,000
$2,000,000
$3,000,000
$4,000,000
$5,000,000
$6,000,000
$7,000,000
$8,000,000
Taxes
Last Year This Year
$ YTD thru January $459,901 $1,152,711
$0
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
Licenses & Permits
Last Year This Year
$ YTD thru January $238,479 $240,810
$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
Fines & Forfeitures
Last Year This Year
$ YTD thru January $1,174,829 $944,431
$0
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
Use of Money and Property
Last Year This Year
$ YTD thru January $1,622,530 $1,711,498
$0
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
$1,600,000
$1,800,000
Intergovernmental

Monthly Financial Report

CITY OF DUARTE
General Fund Revenue by Category & Major Sources
FY 2024-25 Year-to-Date Through January versus Prior Year Last Year This Year
$ YTD thru January $177,598 $159,360
$0
$20,000
$40,000
$60,000
$80,000
$100,000
$120,000
$140,000
$160,000
$180,000
$200,000
Recreation Fees
Last Year This Year
$ YTD thru January $546,413 $433,750
$0
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
Other Service Charges
Last Year This Year
$ YTD thru January $165,649 $66,657
$0
$20,000
$40,000
$60,000
$80,000
$100,000
$120,000
$140,000
$160,000
$180,000
Miscellaneous
Last Year This Year
$ YTD thru January $0 $0
$0
$0
$0
$0
$0
$1
$1
$1
$1
$1
$1
Reimbursements
Last Year This Year
$ YTD thru January $2,407,975 $2,204,763
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
Sales and Use Tax
Last Year This Year
$ YTD thru January $1,686,612 $1,631,233
$0
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
$1,600,000
$1,800,000
Transacaons (New Sales) Tax

Monthly Financial Report

CITY OF DUARTE
General Fund Revenue by Category & Major Sources
FY 2024-25 Year-to-Date Through January versus Prior Year Last Year This Year
$ YTD thru January $1,712,944 $1,728,995
$0
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
$1,600,000
$1,800,000
$2,000,000
Property Tax
Last Year This Year
$ YTD thru January $411,747 $344,557
$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
$450,000
Franchise Tax
Last Year This Year
$ YTD thru January $309,176 $984,046
$0
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
Building Permits
Last Year This Year
$ YTD thru January $407,483 $213,686
$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
$450,000
Plan Check Fees
Last Year This Year
$ YTD thru January $217,779 $219,162
$0
$50,000
$100,000
$150,000
$200,000
$250,000
Business License
Last Year This Year
$ YTD thru January $406,737 $416,631
$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
$450,000
Transient Occupancy Tax

Monthly Financial Report

CITY OF DUARTE
General Fund Expenditures by Category & Division
FY 2024-25 Year-to-Date Through January versus Prior Year Last Year This Year
$ YTD thru January $11,810,001 $12,753,128
$0
$2,000,000
$4,000,000
$6,000,000
$8,000,000
$10,000,000
$12,000,000
$14,000,000
Total GF Expenditures
Last Year This Year
$ YTD thru January $2,810,086 $3,220,195
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
$3,500,000
Personnel-Salaries
Last Year This Year
$ YTD thru January $2,250,646 $2,581,482
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
Personnel-Nonsalary
Last Year This Year
$ YTD thru January $2,636,736 $2,707,042
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
Sherriff Contract
Last Year This Year
$ YTD thru January $235,982 $286,631
$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
Building Dept Services
Last Year This Year
$ YTD thru January $268,222 $153,756
$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
Legal Services

Monthly Financial Report

CITY OF DUARTE
General Fund Expenditures by Category & Division
FY 2024-25 Year-to-Date Through January versus Prior Year Last Year This Year
$ YTD thru January $453,237 $480,793
$0
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
Capital Expenses
Last Year This Year
$ YTD thru January $224,019 $220,837
$0
$50,000
$100,000
$150,000
$200,000
$250,000
Transfers Out
Last Year This Year
$ YTD thru January $101,224 $110,955
$0
$20,000
$40,000
$60,000
$80,000
$100,000
$120,000
City Council
Last Year This Year
$ YTD thru January $499,812 $506,350
$0
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
City Manager/City Clerk
Last Year This Year
$ YTD thru January $660,473 $663,309
$0
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
$700,000
Insurance Coverage
Last Year This Year
$ YTD thru January $2,270,600 $2,439,083
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
Other Operaang Expenses

Monthly Financial Report

CITY OF DUARTE
General Fund Expenditures by Category & Division
FY 2024-25 Year-to-Date Through January versus Prior Year Last Year This Year
$ YTD thru January $268,222 $153,756
$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
Legal Services
Last Year This Year
$ YTD thru January $273,143 $302,035
$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
Community Promoaons
Last Year This Year
$ YTD thru January $43,074 $44,605
$0
$5,000
$10,000
$15,000
$20,000
$25,000
$30,000
$35,000
$40,000
$45,000
$50,000
Memberships
Last Year This Year
$ YTD thru January $3,672,442 $3,909,676
$0
$500,000
$1,000,000
$1,500,000
$2,000,000
$2,500,000
$3,000,000
$3,500,000
$4,000,000
$4,500,000
Public Safety
Last Year This Year
$ YTD thru January $1,103,441 $1,165,592
$0
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
Community Development
Last Year This Year
$ YTD thru January $465,243 $421,828
$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
$350,000
$400,000
$450,000
$500,000
Field Services

Monthly Financial Report

CITY OF DUARTE
General Fund Expenditures by Category & Division
FY 2024-25 Year-to-Date Through January versus Prior Year Last Year This Year
$ YTD thru January $66,063 $92,974
$0
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
$70,000
$80,000
$90,000
$100,000
Sports Park
Last Year This Year
$ YTD thru January $1,150,176 $1,309,888
$0
$200,000
$400,000
$600,000
$800,000
$1,000,000
$1,200,000
$1,400,000
Parks & Recreaaon
Last Year This Year
$ YTD thru January $547,122 $640,823
$0
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
$700,000
Finance
Last Year This Year
$ YTD thru January $76,517 $95,234
$0
$10,000
$20,000
$30,000
$40,000
$50,000
$60,000
$70,000
$80,000
$90,000
$100,000
Personnel
Last Year This Year
$ YTD thru January $734,848 $886,315
$0
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
$700,000
$800,000
$900,000
$1,000,000
Facilities Maintenance
Last Year This Year
$ YTD thru January $280,692 $281,417
$0
$50,000
$100,000
$150,000
$200,000
$250,000
$300,000
Information Technology

Monthly Financial Report

CITY OF DUARTE
General Fund Expenditures by Category & Division
FY 2024-25 Year-to-Date Through January versus Prior Year Last Year This Year
$ YTD thru January $661,050 $682,656
$0
$100,000
$200,000
$300,000
$400,000
$500,000
$600,000
$700,000
$800,000
Risk Management
Last Year This Year
$ YTD thru January $67,506 $110,706
$0
$20,000
$40,000
$60,000
$80,000
$100,000
$120,000
Vehicle Replacement

Monthly Financial Report

CITY OF DUARTE
Total Revenue, Expenditures, Transfers, and Year-to-Date Surplus/(Deficit) by Fund FY 2024-25 Year-to-Date Through January
Fund # Fund Name
Beginning Fund
Balance Revenue Transfers In Expenditures Transfers Out Surplus /
(Deficit)
Ending Fund
Balance
100 General 24,640,481 11,297,114 0 12,532,291 220,837 (1,456,014) 23,184,467 220 Gas Tax 2,149,582 420,104 0 205,561 0 214,542 2,364,125 225 SB1/RMRA 842,668 286,087 0 448,835 0 (162,749) 679,919 240 Lghtng & Lndscpng 71,945 518,706 0 866,483 0 (347,777) (275,832) 260 CDBG 0 3,477 0 111,848 0 (108,371) (108,371)
270 PAEG 41,268 7,775 0 93,190 0 (85,416) (44,147)
290 Supp Law Enfrcmnt 0 196,390 0 104,160 0 92,230 92,230 300 Bike & Ped Safety 0 0 0 0 0 0 0
320 Air Quality (AQMD) 150,835 18,690 0 21,696 0 (3,005) 147,830 400 Park Development (18,808) 20,374 0 218,986 0 (198,612) (217,420) 420 Quimby 68,861 1,505 0 0 0 1,505 70,366
440 Prop A 948,893 374,224 0 215,876 0 158,347 1,107,241 460 Prop C 260,957 299,314 0 173,762 0 125,552 386,508
470 Mea R 652,248 229,306 0 24,300 0 205,006 857,254
475 Mea M 1,081,960 266,420 0 142,533 0 123,887 1,205,847 490 Mea W 342,985 8,057 0 152,754 0 (144,697) 198,288
520 Town Cntr Debt Serv 0 0 0 0 0 0 0
521 Infra Mod Debt Srv 0 0 220,837 220,837 0 0 0
610 Inclusionary Hsng 538,092 11,759 0 0 0 11,759 549,851 620 Community Impr 811,851 6,908 0 364,855 0 (357,946) 453,905 625 STPL 0 0 0 0 0 0 0
680 Housing Auth 2,053,300 44,054 0 17,975 0 26,079 2,079,379 681 Fmr RDA L/M Hsg 4,100,079 70,684 0 10,225 0 60,459 4,160,538 Total - All Funds 38,737,195 14,080,947 220,837 15,926,167 220,837 (1,845,220) 36,891,975

PUBLIC SAFETY

STATUS REPORT
March 2025

PROJECT/PROGRAM STATUS
L.A. COUNTY SHERIFF’S DEPARTMENT

1. Part 1 Crimes

Year to date, Part 1 crimes have seen an impressive 25.3% decrease compared to the same period last year, marking a significant improvement in community safety. The most notable reductions have been in Robberies and Burglaries, reflecting the effectiveness of targeted enforcement efforts and proactive crime prevention strategies.

This substantial decline highlights the success of enhanced patrol operations, strategic crime prevention initiatives, and strong community engagement. Programs like Business Watch, increased visibility of law enforcement, and resident participation in Neighborhood Watch have all played a role in deterring crime. The collaborative efforts between law enforcement, local businesses, and the community continue to strengthen safety across Duarte, reinforcing that when we work together, we see real results.

2. Special
Assignment Team
The City’s Automatic License Plate Reading Camera System (ALPRS), also known as Flock, is well underway, with 11 of the 13 cameras already installed. Since going live, the system has already proven to be a valuable crime-fighting tool, leading to an arrest and the recovery of a stolen vehicle. Additionally, the cameras have been instrumental in solving crimes, including a recent vandalism case where multiple tagging’s were linked to a suspect and their vehicle. This highlights how technologydriven policing enhances investigative capabilities and helps keep our community safer by quickly identifying and tracking criminal activity.

The Special Assignment Team recently investigated a local robbery and, through follow-up efforts, located one suspect in the riverbed.

Additionally, during the investigation, a second suspect was arrested for possession of a controlled substance. These efforts underscore the team's proactive approach in addressing crime and ensuring public safety.

Additionally, during this reporting period, the Special Assignment Team conducted multiple probation and parole inspections as part of targeted enforcement operations. These efforts resulted in seven compliance checks and two arrests; one for an ex-felon in possession of ammunition and another for possession of narcotics. These proactive operations play a crucial role in ensuring compliance, reducing recidivism, and enhancing community safety.

PROJECT/PROGRAM STATUS
Looking ahead, Traffic Enforcement efforts will be conducted around schools this month, with a focus on distracted driving and failure to yield to pedestrians in marked crosswalks. These operations aim to enhance student and pedestrian safety while reinforcing the importance of responsible driving in school zones.

3. Neighborhood
Watch
MILO (Multiple Interactive Learning Objectives) Training was held on February 5, 2025, for community leaders, commissioners, City Council members, and City staff. This interactive training provided participants with firsthand experience of law enforcement decision-making, placing them in the role of a responding officer during realistic, high-pressure scenarios.

Through advanced simulation technology, attendees engaged in real-world scenarios involving individuals experiencing mental health crises, requiring them to assess situations, make split-second decisions, and apply de-escalation techniques. This immersive approach helped participants better understand the challenges officers face and the importance of compassionate crisis intervention.

The training was a tremendous success, offering valuable insights into law enforcement response and mental health awareness. Participants walked away with a deeper appreciation for the complexities of crisis situations and a greater understanding of how law enforcement balances public safety with the need for effective mental health interventions.

We’re excited to invite the community to our upcoming Chips & Salsa with a Deputy event on Wednesday, March 19, from 4-6 PM at Cabrera’s Mexican Cuisine, 1856 Huntington Dr., Duarte, CA. This is a fantastic opportunity for residents to meet and connect with local law enforcement in a casual, friendly setting. Enjoy free chips and salsa while discussing community concerns, asking questions, or simply getting to know the deputies who serve Duarte.

4. Animal Control The City of Duarte currently contracts with the San Gabriel Valley Humane Society (SGVHS) for animal services. Recently, we were informed that SGVHS will be merging with the Inland Valley Humane Society (IVHS), based in Pomona, California.

This merger will allow SGVHS to expand its animal welfare programs more quickly for Duarte residents and enhance support for the greater San Gabriel Valley communities. The SGVHS Board of Directors carefully evaluated both short- and long-term goals, including ongoing facility renovation projects, and determined that joining forces with IVHS is the

PROJECT/PROGRAM STATUS
most efficient and cost-effective way to secure the necessary resources to meet these objectives.

The merger will take effect on July 1, 2025, bringing expanded services, improved resources, and a stronger network for animal welfare across the region.

MEASURE H and OUTREACH COORDINATION

1. Outreach
Coordinator
Outreach Coordinator Tony Hadloc has been serving in his role since August 2018. His unofficial homeless count for the month stands at nine individuals, based on three or more contacts within a two-week period. Individuals are removed from the list after six weeks of no contact.

Over the past month, Tony has conducted 133 interactions with individuals experiencing homelessness, providing essential services and information on Duarte regulations.

With the recent Code Enforcement vacancy, the department is working to fill the position as soon as possible. This role is critical in addressing nuisance situations involving the unhoused, particularly those who refuse services, ensuring compliance with city regulations while balancing enforcement and outreach efforts.

Thanks to Senator Rubio’s grant funding, our tri-city partnership (Azusa, Irwindale, Army Corps, and Duarte) continues to address critical issues in the riverbed areas. Operations focus on clearing encampments, providing services to the unhoused, and conducting environmental cleanups. The Duarte team, including Outreach, Code Enforcement, Special Assignment Deputies, and LACADA, actively engages in these efforts to ensure compliance and enhance public safety.

A coordinated effort is planned for March and April, with an increased presence expected south of Huntington Drive and near the City of Hope campus. Residents may notice a temporary uptick in unhoused activity during these operations as services and resources are provided. These efforts will continue in the coming months to effectively address this ongoing priority.

2. L.A. CADA The L.A. CADA High Acuity Team, which focuses on assisting individuals who have been experiencing homelessness for over a year, began its operations in the City of Duarte on August 2, 2022. The L.A.

CADA Supplemental Team, dedicated to helping those who are newly homeless or at risk of homelessness, started their work in the city on September 22, 2022. In September 2024, these two teams merged, resulting in significant changes to their operations. Previously, each team

PROJECT/PROGRAM STATUS
served Duarte one day per week, providing coverage for a total of two days a week. However, with the merger, they can now respond to referrals from the city and conduct active patrols up to five days a week. As a result, reporting will now only come from the Supplemental Team.

During this reporting period, the Supplemental Team engaged with 43 individuals, 12 of whom were first-time encounters and 31 follow-ups, and 1 individual(s) who refused supportive services. The primary areas with the highest number of encounters were identified as Dollar Tree/Huntington Drive and Buena Vista/ Duarte Road.

3. Pathway Home Individuals on Duarte’s housing list continue to make progress toward securing stable housing. Currently there are 18 individuals actively being tracked; 8 females and 10 males.
- 3 individuals have been successfully placed into more permanent housing.
- 4 individuals have housing vouchers in hand and are actively searching for placements.
- 5 individuals have pending housing vouchers and are awaiting approval. - 2 individuals remain in the housing navigation phase, working toward placement.
- 3 new residents have been added to the housing as of February 12, 2025.
- 1 individual(s) self -exited from the program.

As housing vacancies become available, Pathway continues to move down Duarte’s list to connect individuals with available units, ensuring that those in need receive the necessary support. The city remains committed to working with housing partners to facilitate stable placements and provide essential resources for long-term housing stability.

4. 2024 LAHSA
Official Homeless
Count
Duarte – 20 (26 in 2023)
Monrovia – 50
Azusa – 103
Irwindale – 298
Baldwin Park – 212

PROJECT/PROGRAM STATUS

EMERGENCY PREPAREDNESS

1. Emergency
Operations Center
(EOC)
On January 14, 2025, the Duarte City Council declared a local emergency through Resolution No. 25-02, following extreme weather events forecasted by a National Weather Service PDS Red Flag Warning issued on January 6, 2025. The weather caused widespread power outages, downed trees, obstructed roadways, and evacuation warnings for households in Duarte due to the Eaton Fire. With a Presidential Major Disaster Declaration in place, the City is actively coordinating with CAL OES, County OEM, and FEMA to secure critical state and federal assistance for disaster response and recovery. The resolution provides access to vital resources and funding to address the impacts on public safety, infrastructure, and the local economy.

In collaboration with City of Hope staff, the City of Duarte is preparing for a tabletop exercise to simulate an active shooter scenario on the hospital campus. This exercise is designed to enhance the readiness of both City of Hope personnel and the City of Duarte's emergency response team. By coordinating with Sheriff’s personnel, fire services, and local first responders, the exercise will strengthen inter-agency communication, refine emergency protocols, and improve the overall safety and security of the community. These efforts ensure that Duarte is well-prepared to handle critical incidents while fostering a safer environment for City of Hope staff, patients, and the broader community. The first planning meeting took place March 17th, 2025.

AGENDA REPORT
MEETING DATE: March 25, 2025
TO: Mayor and Members of the City Council
FROM: Manuel Enriquez, Director of Parks and Recreation SUBJECT: Production Agreement with Pyro Spectaculars, Inc. for 2025 Independence Day Celebration Fireworks Production
RECOMMENDATION: Staff recommends City Council authorize the City Manager to execute this production agreement with Pyro Spectacular, Inc. in the amount of $28,500 to produce the fireworks display at the City’s Independence Day Celebration & Fireworks Show on July 3, 2025.

FISCAL IMPACT: The cost for Pyro Spectaculars, Inc. services is $28,500. Funds are available and budgeted for in the Fiscal Year 2024/25, under the General Fund (100-1605-7758).

BACKGROUND
Since 2019, The City has hosted an Independence Day Celebration and Fireworks Show on July 3 rd (except for 2020). This free, community-wide special event has consistently offered live music, dancing, food trucks and vendors, a family-friendly play area, community resource booths, and a dazzling fireworks display. Due to the growing attendance and positive feedback from the community each year, the City Council has once again allocated funding for a 2025 Independence Day Celebration and Fireworks Show.

DISCUSSION/ANALYSIS
Since the event’s inception, Pyro Spectaculars, Inc. has provided the fireworks production. Their highly skilled on-site pyrotechnics team has continuously demonstrated a strong commitment to safety and has worked seamlessly with the Parks and Recreation Department. Given the construction of the new gymnasium at Duarte High School is in the final phase of completion and near the pyro launching and fallout zone, Pyro Spectaculars, Inc. and our assigned lead pyrotechnics operator will continue to monitor the construction status and landscape of the site and make any necessary adjustments based on their prior technical site experience and conditions.

Pursuant to Municipal Code 2.36.050. (O), staff is recommending that the City Council waive the competitive bidding process for this procurement. As discussed above, Pyro Spectaculars, Agenda Item: 9.G.

2 Inc.’s unique qualifications, technical site knowledge, and familiarity with our event venue space has demonstrated their ability to provide the City with high-quality fireworks displays while maintaining an excellent safety track record.

This year’s production agreement includes a full-service program for our Independence Day Celebration; including music production and choreography, a licensed pyrotechnic operator and specialized crew, electronic firing system, suitable insurance coverage, and related fireworks permits. The eighteen-minute fireworks display would start at 9 PM and launch from Duarte Sports Park, lower baseball fields. Event attendees would again convene on the upper baseball fields of the park to view the fireworks show.

RECOMMENDATION
Staff recommends City Council authorize the City Manager to execute this production agreement with Pyro Spectacular, Inc. in the amount of $28,500 to produce the fireworks display at the City’s Independence Day Celebration & Fireworks Show on July 3, 2025.

FISCAL IMPACT
The cost for Pyro Spectaculars, Inc. services is $28,500. Funds are available and budgeted for in the Fiscal Year 2024/25, under the General Fund (100-1605-7758).

ATTACHMENTS
A. 2025 Pyro Spectaculars, Inc. Production Agreement
Fiscal Review: Reviewed and Approved:

Kristen Petersen Brian Villalobos
Assistant City Manager/ City Manager
Director of Administrative Services

AGENDA REPORT
MEETING DATE: March 25, 2025
TO: Mayor and Members of the City Council
FROM: Brian Villalobos, City Manager
SUBJECT: Second Reading and Adoption of Ordinance No. 25-01 Amending the Duarte Municipal Code and Adopting by Reference the Los Angeles County Health Code Title 8 and Title 11
RECOMMENDATION: It is recommended that City Council adopt Ordinance No. 25-01.

FISCAL IMPACT: None.

BACKGROUND
This code amendment will adopt by reference Title 8 and Title 11 of the Los Angeles County Health Code, in order for the County to observe and enforce those enacted ordinances. Ordinance No. 25-01 adopts Title 8 and Title 11 of the Los Angeles County Health Code by reference and amends Duarte Municipal Code Sections 6.04.010 and 6.13.010 to reflect the adopted date of this ordinance on March 25, 2025.

At its meeting on March 11, 2025, the City Council conducted a Public Hearing and first reading of this Ordinance. If adopted by the City Council, Ordinance No. 25-01 will go into effect in thirty (30) days.

ATTACHMENT
A. Ordinance No. 25-01 Adopting by Reference the Los Angeles County Health Code Title 8 and Title 11
Fiscal Review: Reviewed and Approved:

Kristen Petersen Brian Villalobos
Assistant City Manager/ City Manager
Director of Administrative Services
Agenda Item: 9.H.

ORDINANCE NO. 25-01

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF DUARTE,

CALIFORNIA, AMENDING THE DUARTE MUNICIPAL CODE AND

ADOPTING BY REFERENCE THE LOS ANGELES COUNTY HEALTH
CODE TITLE 8 AND TITLE 11 PURSUANT TO THE REQUIRED OF THE

DEPARTMENT OF PUBLIC HEALTH PUBLIC HEALTH SERVICES

CONTRACT WITH THE COUNTY OF LOS ANGELES
WHEREAS, the City of Duarte (“City”) desires to continue to contract with the County of Los Angeles (“County”) for the performance of public health services by the County’s Department of Public Health, for the County’s Health Officer to act as the City’s Health Officer, and for the County's Department of Public Health to serve as the City's Environmental Health Department; and
WHEREAS, the County agrees to continue performing such services on the terms and conditions set forth in the Department of Public Health Public Health Services Contract No. PH005612 (“Contract”); and WHEREAS, the Contract is authorized by California Health and Safety Code Sections 101400 and 101405; and
WHEREAS, to effectuate public health services for the City, the County and its duly appointed Health Officer shall exercise the powers and duties that are conferred upon local health officers by law; and
WHEREAS, the County Health Officer shall fulfill the obligations and exercise the authority conferred by California Health and Safety Code Sections 101470 and 101475 within the territorial jurisdiction of the City in the performance of this Contract; and WHEREAS, the proposed Public Health Services contract requires the City to adopt by reference Title 8 and Title 11 of the Los Angeles County Health Code, in order for the County to observe and enforce those enacted ordinances.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF DUARTE, CALIFORNIA, DOES HEREBY ORDAIN AS FOLLOWS:

SECTION 1. The Recitals above are true and correct and incorporated herein by this Reference.

SECTION 2. The Duarte Municipal Code Sections 6.04.010 is replaced in its entirety to reflect the effective date of the Public Health Services contract as follows:

Section 6.04.010 – Code adopted by reference
The City of Duarte hereby adopts by reference, that certain public health code known and designated as the "Public Health Code of the County of Los Angeles," County Ordinance No. 7583, as amended through and including Ordinance No. 25-01, adopted March 25, 2025. Such code shall be and become the public health code of the city, regulating matters concerning the public health within the city.

SECTION 3. The Duarte Municipal Code Section 6.13.010 is replaced in its entirety to reflect the effective date of the Public Health Services contract as follows:

6.13.010 - County code adopted by reference
Except as herein provided, County of Los Angeles Ordinance No. 2018- 0037, known as the Local Agency Management Program (LAMP), as contained in Title 8 (Consumer Protection, Business and Wage Regulations) and Title 11 (Health and Safety) of the Los Angeles County Code is hereby incorporated by reference as adopted by Ordinance No. 25- 0, adopted March 25, 2025, and shall regulate conventional and nonconventional onsite wastewater treatment systems (OWTS) within the city of Duarte, including review, siting, permitting and operational requirements for OWTS, and providing for collections of fees associated with the monitoring and enforcement of OWTS.

SECTION 4. The City Council finds and determines that this ordinance is exempt from the California Environmental Quality Act (CEQA) under State CEQA Guidelines Section 15060(c)(2), in that the adoption of this Ordinance will not result in a direct or reasonably foreseeable indirect physical change in the environment, and is further and independently exempt from the California Environmental Quality Act under State CEQA Guidelines Section 15061(b)(3), in that it can be seen with certainty there is no possibility the adoption of this Ordinance will have a significant effect on the environment. In addition, the repeal is exempt under CEQA Guidelines section 15321, relating to the enforcement of a law.

SECTION 5. The City Clerk shall certify to the passage and adoption of this Ordinance and shall cause this Ordinance to be published using the alternative summary and posting procedure authorized under Government Code Section 36933(c).

THE FOREGOING ORDINANCE IS PASSED, APPROVED, AND ADOPTED by a vote of no less than a majority of City Council at a regular meeting of the City Council of the City of Duarte held on the 25th day of March 2025.
_______________________________
Cesar A. Garcia
Mayor

APPROVED AS TO FORM:
_______________________________
Thai Viet Phan
City Attorney
ATTEST:
_______________________________
Annette Juarez
City Clerk

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.

CITY OF DUARTE )
I, Annette Juarez, City Clerk of the City of Duarte, County of Los Angeles, State of California, hereby attest to the above signature and certify that Ordinance No. 25-01 was introduced for first reading on March 11, 2025 and was adopted by the City Council of said City of Duarte at a regular meeting of said Council held on the 25th day of March 2025, by the following vote:

AYES:

NOES:

ABSTAIN:

ABSENT:
___________________________________
Annette Juarez
City Clerk

AGENDA REPORT
MEETING DATE: March 25, 2025
TO: Mayor and Members of the City Council
FROM: Brian Villalobos, City Manager
SUBJECT: Discussion and Consideration to send a Letter to the Board of Supervisors to take immediate steps that will reduce the number of vacancies and support retention efforts for Los Angeles County Deputy Sheriff Positions
RECOMMENDATION: It is recommended that the City Council Authorize the Mayor to sign a Letter to the Los Angeles County Board of Supervisors to take immediate steps that will reduce the number of vacancies and support retention efforts for Los Angeles County Deputy Sheriff Positions
FISCAL IMPACT: None

BACKGROUND
Public safety remains one of the most important issues in our community. As one of the 44 cities that contract with the Sheriff’s Department for police response and patrol services, there is a concern that the Sheriff’s Department no longer has sufficient staffing to properly secure our neighborhoods.

At the LA County Board of Supervisors hearing on February 21st, Sheriff Luna indicated that the Department has more than 1,400 vacant deputy positions. He said deputies “are doing 100% of the work, with only 76% of the personnel.”

DISCUSSION/ANALYSIS
The physical and mental fatigue that our deputy sheriffs are experiencing due to excessive overtime demands has been documented. Many of them work nearly 100 hours of overtime every month. This could lead to the possibility that the next staffing crisis will be the loss of deputy personnel to other agencies that offer a better-balanced workload, where overtime is not a constant mandate but a choice.

Additionally, Los Angeles County will soon be in the global spotlight, hosting the Olympics and World Cup. We don’t want to send a message to the world that our communities are not safe due Agenda Item: 9.I.

2 to insufficient deputy positions. These events should be an opportunity to highlight our cities and county’s strengths, placing them as premier tourist destinations.

Based on the above, the City of Duarte should consider urging the Los Angeles County Board of Supervisors to recognize the staffing crisis at the Los Angeles County Sheriff’s Department and to take immediate steps to reduce the number of vacancies and support retention efforts for deputy sheriff positions.

RECOMMENDATION
It is recommended that the City Council Authorize the Mayor to sign a Letter to the Los Angeles County Board of Supervisors to take immediate steps that will reduce the number of vacancies and support retention efforts for Los Angeles County Deputy Sheriff Positions.

FISCAL IMPACT
None.

ATTACHMENTS
A. Draft Letter to the Board of Supervisors to take immediate steps that will reduce the number of vacancies and support retention efforts for Los Angeles County Deputy Sheriff Positions Fiscal Review: Reviewed and Approved:

Kristen Petersen Brian Villalobos
Assistant City Manager/ City Manager
Director of Administrative Services

Honorable Katherine Barger
Los Angeles County Supervisor
Los Angeles County Hall of Administration
500 West Temple Street
Los Angeles, CA 90012
Dear Supervisor Barger,
Public safety remains one of the most important issues in our community. As one of the 44 cities that contract with the Sheriff’s Department for police response and patrol services, we are concerned that the Sheriff’s Department no longer has sufficient staffing to properly secure our neighborhoods.

At the LA County Board of Supervisors hearing on February 21st, Sheriff Luna indicated that the Department has more than 1,400 vacant deputy positions. He said deputies “are doing 100% of the work, with only 76% of the personnel.”
We know that our local Sheriff’s station’s leadership is doing their best with the number of deputies they have available, but our requests for more deputies and less dependency on overtime hours have not been granted.

We have seen firsthand the physical and mental fatigue our deputy sheriffs are experiencing due to excessive overtime demands. Many of them work nearly 100 hours of overtime every month. We fear the next greater crisis will be the loss of deputy personnel to other agencies that offer a better-balanced workload, where overtime is not a constant mandate but a choice.

Our County will soon be in the global spotlight, hosting the Olympics and World Cup. We don’t want to send a message to the world that our communities are not safe due to insufficient deputy positions. These events should be an opportunity to highlight our cities and county’s strengths, placing them as premier tourist destinations. With the conditions as they are, we are not confident that our community has the number of deputy sheriffs available to keep us and our visitors safe.

We urge you to match the sentiments of our Sheriff and call this what it is, a staffing crisis at the Los Angeles County Sheriff’s Department. Please take immediate steps that will reduce the number of vacancies and support retention efforts for deputy sheriff positions.

The Duarte City Council is depending on you to act immediately on this issue and report your progress so that we can assure our residents and businesses that the Sheriff’s Department’s staffing crisis is on its way to resolution.

Sincerely,
Mayor Cesar Garcia

AGENDA REPORT
Agenda Item: 11.A.

MEETING DATE: March 25, 2025
TO: Mayor and Members of the City Council
FROM: Craig Hensley, Community Development Director
BY: Stephanie Sandoval, Public Works Manager
SUBJECT: Establishment of Underground Utility District No. 11 RECOMMENDATION: It is recommended that the City Council adopt Resolution 25-07 to establish Underground Utility District No. 11
FISCAL IMPACT: Establishing the undergrounding district creates no immediate fiscal impact. The estimated cost for the undergrounding project is up to approximately $1,250,000, that would be funded by Rule 20A credits and available undergrounding development fees

BACKGROUND
In August 2024, the City Council directed Staff to move forward with efforts to underground utilities on Huntington Drive to maximize the commitment by Los Angeles Public Works (LACPW) to assist with an undergrounding project in the City of Duarte with up to $1,000,000 of Southern California Edison (SCE) Rule 20A credits. The City is required to establish an underground utility district by resolution adoption to proceed with the necessary steps to be eligible for SCE Rule 20A funds.

Proposed Underground Utility District No. 11 (UUD No. 11) would include the undergrounding of overhead utility facilities along the north side of Huntington Dr. from approximately 220 feet west of the intersection with Bradbourne Avenue to Mount Olive Drive, and along Bradbourne Avenue from Huntington Drive to 200-feet north of Huntington Drive. Undergrounding this portion of Huntington Dr. would make a 1.5-mile-long section of the entire corridor free of overhead wires within the 2.4-mile-long corridor.

Undergrounding utilities offers significant benefits to a community. For example, improved reliability, reduced maintenance needs, reduced risk of downed powerlines or sparks from vegetation contacting overhead lines and aesthetic improvements.

The estimated cost for the undergrounding project is up to approximately $1,250,000 where Los Angeles County Public Works would support the project with $1,000,000 of Rule 20A credits.

The remaining budget need of $250,000 would be fulfilled by undergrounding fees that have been collected for the BP Pulse (2107 Huntington Dr.) Project and other Rule 20A credits available to

2 the City. The City Council will have the opportunity to take action and designate the matching City funds when the final design cost estimate is complete.

RECOMMENDATION
It is recommended that the City Council adopt Resolution 25-07 to establish Underground Utility District No. 11.

FISCAL IMPACT
Establishing the undergrounding district creates no immediate fiscal impact. The estimated cost for the undergrounding project is up to approximately $1,250,000, that would be funded by Rule 20A credits and available undergrounding development fees

ATTACHMENTS
Attachment A: Resolution 25-07
Attachment B: Location Map
Attachment C: Engineer’s Report
Fiscal Review: Reviewed and Approved:

Kristen Petersen Brian Villalobos
Assistant City Manager/ City Manager
Director of Administrative Services

RESOLUTION NO. 25-07

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DUARTE, CALIFORNIA, ESTABLISHING UNDERGROUND UTILITY DISTRICT NO. 11 WHEREAS, by Resolution No. 25-05 a public hearing was called for March 25, 2025, at the hour of 7:00 PM in the Council Chambers in the City Hall, Duarte, California, to ascertain whether the public necessity, health, safety, or welfare requires the removal of poles, overhead wires and associated overhead structures and the underground installation of wires and facilities for supplying electric, communication, or similar or associated service as more fully explained on the attached Exhibit “A” Legal Description; and
WHEREAS, notice of such hearing has been given to all affected property owners as shown on the last equalized assessment roll and utilities concerned in the manner and for the time required by law; and
WHERAS, such hearing has been and regularly held, and all persons interested have been given an opportunity to be heard,
NOW, THEREFORE, IT IS RESOLVED that the City Council of the City of Duarte does hereby find and determines that the public necessity, health, safety, or welfare requires the removal of poles, overhead wires and associated overhead structures and the underground installation of wires and facilities for supplying electric, communication, or similar or associated service in the area fronting north side of Huntington Drive between 2059 Huntington Drive and 2187 Huntington Drive, and more fully explained on Legal Description entitled Exhibit “A” Legal Description; RESOLVE, DETERMINE AND ORDER, and they are authorized as follows:
a) Any municipal facilities or equipment installed under the supervision and to the satisfaction of the City Engineer.
b) Poles, or electroliers used exclusively for street lighting. c) Overhead wires (exclusive of supporting structures) crossing any portion of a District within which overhead wires have been prohibited, or connecting to buildings in the perimeter of a District, when sich wires originate in an area from which poles, overhead wires and associated overhead structures are not prohibited.
d) Antennae, associated equipment and supportive structures, used by a utility for furnishing communication services.
e) Equipment appurtenant to underground facilities, such as surface mounted transformers, pedestal mounted terminal boxes and meter cabinets, and concealed ducts. f) Termporary poles, overhead wires and associated overhead structures used or to be used in conjunction with construction projects.
g) Existing overhead wires attached to the exterior surface of a building by means of a bracket or other fixture and extending from one location on the building to another location on the same building or to an adjacent building or an existing sign without crossing any public street.

RESOLVED, FURTHER, that it is expected that all poles, overhead wires and associated overhead structures shall be removed and underground installations made in said Underground Utility District within the following times:
a) Begin design by June 30, 2025.
b) Underground substructure installation completed by March 25, 2028 c) Underground utility cutover date not later than March 25, 2028 d) Property owners must be ready to accept underground utility service no later than March 25, 2028.
e) Removal of all poles, overhead wires and other associated overhead structures no later than March 25, 2028.

All utility companies operating within the Underground Utility District No. 11 as shown on the attached legal description (Exhibits “A”) are hereby instructed and directed to carry out the terms of this Resolution.

RESOLVED, FURTHER, that the City Clerk within ten (10) days after the adoption of this resolution, shall mail a copy hereof to the affected property owners as such that are shown on the last equilized roll and to the affected utilities.

PASSED, APPROVED AND ADOPTED this 25th day of March 2025. _________________________________
Cesar A. Garcia, Mayor

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.

CITY OF DUARTE )
I, , City Clerk of the City of Duarte, County of Los Angeles, State of California, hereby attest to the above signature and certify that Resolution No. 25-07 was adopted by the City Council of said City of Duarte at a regular meeting of said Council held on the 25th day of March, 2025, by the following vote:

AYES: Councilmembers:

NOES: Councilmembers:

ABSTAIN: Councilmembers
ABSENT: Councilmembers:

City of Duarte, California

CENTRAL AVE DUARTE RD
ENCANTO PKWY WNE UNDERGROUND DISTRICT LOCATIONS DISTRICT LEGEND: BUENA VISTA DUARTE ENCANTO HUNTINGTON LAS LOMAS MOUNT OLIVE MOUNTAIN ROYAL OAKS

JUNIPERO

CABRILLO

PORRTOLA

COTTER AVE

EASTFORD

AVE DUNCANNON
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OAK AVE1ST ST 2ND ST 3RD ST 2ND ST MILTON WOOD AVE CHIMES AVEALTIN ST BAYLOR ST CHESSON ST DRESDEN

AVEWINDSOR CR

BRADBOURNE AVE

RANDOM LN

LIVERMONT LN

EDIE DR

CRESTFIELD DR OAK HAVEN DR OAK HAVEN DR BASHOR BEARDSLEE ST SESMAS ST

FRANCITA AVE BRINSEY AVE

PARK VIEW CT

SHINO AVE BASHOR ST

HACIENDA DR

ROYAL OAKS DR SAN PABLO WAY

TOCINO TOCINO DR GARDI ST FREEBORN ELDA DIALBO CONATA MARKWOOD ST SUSAN BROOK PL MARKWOOD ST BROOKDALE LN SUNNYDALE DR WILLOWGLEN STARC WEST WESTVALE RD WESTVALE CT

SPRINKS CANYON RD
RIM RD

GOLDEN MEADOW
DR

TALL PINE DR HIGH MESA
DR

CRESTVIEW CT

CEDARWOOD AVE

BRIAR SUMMIT SUNNYDALE DR

WOODBLUFF AVE WEDGEWOOD WOODLAND CT

GREENBANK AVE

VINEYARD AVE ROYAL VIEW ST

FAIRWOOD ST BERNWOOD ST GARDI ST BETTYHILL AVE BETTYHILL AVE GREENBANK AVE ELDA ST FISH CANYON RD

LARKHILL AVE MEL CANYON RD MOUNTAIN

CREST RD

TANCANYON RD

MEL CANYON RD MOUNTAIN

CREST RD ELDA ST ELKHORN DR

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LARKHALL AVE DEERLANE DR CONATA ST

OPAL CANYON RD BROOKRIDGE

SHADYLAWN DR

TANNENCREST DR DEERLANE DR CONATA ST MARKWOOD ST

FALLCREEK RD

DEERLANE DR

SAGEHURST DR

CONATA ST

ELKHORN DR MARKWOOD

STWOODMERE

PL ROYAL OAKS DR FREEBORN ST BETTYHILL AVE

FELDVIEW AVE GARDI ST

TREEFERN DR

RANCHO RD
SAN MARCUS LN RANCHO DUARTE GOLF COURSE 1. SANTA BARBARA CR 2. SANTA MARIA CR 3. SORRENTO CT 4. VISTA LAGUNA CR 5. CALLE DEL NORTE 6. VISTA VERDE CR 7. PASEO GRANDE CR 8. VISTA MESA CT 9. SAN JUAN CR 10. BERNARDO CR 1 2
3 4
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7 8 10 9 CALLE MARTOS CALLE VILLADA

CALLE ADRA

CALLE LINARES CALLE MAEAGA HUNTINGTON DR SWISS TRAILS

MONTEREY CT CARMEL CT

BRYCEDALE AVE LAS POSADAS DR MONTECITO MAYNARD DR CT BLOOMDALE ST MAYNARD DR BLOOMDALE ST BLOOMDALE BROADLAND AVE AVE MAYNARD DR

PARK ROSE AVE

BRADBURY AVE

POPS RD EVERGREEN ST HAMILTON RD THREE RANCH RD THREE RANCH RD

BRADBURY AVE BROADLAND AVE DELFORD AVE

SHEPHERD DR

BRIGHTSIDE AVE CINCO ROBLES DR

BRYCEDALE AVE COTTER AVE DUNCANNON AVE

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FLOWER AVE SANDEFUR ST EVERGREEN ST BUSINESS CENTER DR

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SIERRA CT

PACIFIC CT
CRESTFIELD DR PEPPERWOOD LN OAKWOOD LN MAYNARD DR LAS BRIAS DR MAYNARD DR BLOOMDALE ST MILLBRAE ST FERNLEY BUSINESS CENTER DR 210 FWY 605 FWY

CITRUS VIEW AVE

PARK ROSE AVE

WARDELL AVE

WARRINGTON AVE BRADBURY AVE CAPEHART AVE BROADLAND AVE DELFORD AVE

EARLINTON AVE

CINCO ROBLES DR

KELLWIL WY VALENCIA LN CHANDLER LN MANDARIN LN

CITRUS LN ASTI ST MARAND ST PENGRA ST NOYON ST HURTSVIEW ST

LEWISTON ST NEWINGTON ST CINNAMON LN

BECKVILLE ST

JOELLA ST

CITRUS VIEW AVE

PARK ROSE AVE CITRUS VIEW AVE

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BROACH AVE

BROACH AVE GALEN ST

MERIDIAN ST GALEN ST

IVORY DR HURLOCK
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STARHAVEN AVE CAPEHART AVE KELLWIL WAY STARHAVEN ST GALEN ST

CITRUS VIEW
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PARK

ROSE AVE
BROACH

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HIGHLAND AVE

LAS LOMAS RD

MOUNT OLIVE DRROYAL OAKS DR

BUENA VISTA ST

MOUNTAIN
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UNDERGROUND UTILITIESDISTRICT NO. 11
UNDERGROUND UTILITY DISTRICTNO. 11

PROJECT LOCATION MAP

UNDERGROUND UTILITY DISTRICT NO. 11 UNDERGROUND

ENGINEER,S REPORT
FOR
UNDERGROUND UTILITY DISTRICT NO. 11.

CITY OF DUARTE

LOS ANGELES COUNTY, CALIFORNIA
Underground Utility District Area
Underground Utility District No. 11 will require the removal and undergrounding of all existing overhead power lines, telephone lines, cable lines, all poles and related overhead utility equipment along Huntington Drive from 22O feet west of the intersection with Bradbourne Avenue to Mount Olive Drive, and along Bradbourne Avenue from Huntington Drive to 200-feet north of Huntington Drive . The limits of Underground Utility District No. 11 are defined by Exhibit "A" attached to this report.

Existing Utilities Required for Conversion
The existing overhead utility poles within District No. 1L limits are owned by Southern California Edison (SCE), but include usage by other utilities including Spectrum, Verizon Frontier Communications and Crown Castle for their overhead facilities serving the area.

SCE will remove their poles within the boundaries of District No. 1-1- and place their facilities in underground conduits and vaults. lncluded in the underground improvements will be any and all new vaults and pull boxes required for the utility equipment and to provide access and connections to achieve the intended function of the utility facility. Existing streetlights located on the utility poles will be replaced with free standing marbelite type poles per City Standard as part of the undergrounding project if determined necessary to supplement the existing street lighting by the City Public Works Department.

Frontier Communications and Verizon Wireless have facilities located on existing SCE poles within the District boundaries. Those facilities will be removed from the SCE poles and replaced with underground facilities. Connections to impacted properties will be restored with the proposed work required to complete the undergrounding.

Affected Utility Customers
There are 30 parcels that front the limits of District No. 11. lncluding nine commercial use parcels, twenty condominium parcels, and one mobile home park comprised of approximately 44 coaches and one club house. The mobile home park fronts the District limits but service to each of the coach units will remain from an aerial feed as internal poles on that site are not included in the undergrounding limits. lt is however, anticipated that the proposed facilities to be undergrounded in District LL may require some underground work to feed at least one of those on site poles that currently is connected via overhead lines.

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Additionally, existing overhead poles located to the north of the commercial properties may be identified for modifications by the utility companies to relocate the overhead service points to in lieu of undergrounding the service from the proposed underground facilities that are within District No. 1L. ln the event that alternative overhead service option is not selected by the facility owners, a total of six properties have been identified requiring conversion of the existing overhead service to underground. ln addition to those identified properties requiring conversion.

Estimated Cost
The project is estimated to cost 51,250,000 in 2024 Dollars for the undergrounding of SCE overhead facilities within the district boundaries. Additional switching gear and related equipment required for the system function in the underground faiility configuration have not been identified in the cost estimate, but will be evaluated when design moves forward.

The cost of undergrounding will be paid by the City of Duarte by available Rule 2OA funds allocated from the County of Los Angeles and may include contributions from developers or other agencies as part of future development that may occur on district adjoining properties.

Schedule of Completion
The construction schedule for undergrounding of utilities in this district may be divided into phases pending project cost and funding arability as determined in the design process, but the intended work will be planned as one phase assuming adequate funding is identified for the project.

Funding for this first phase of undergrounding is being evaluated and may include but is not limited to Rule 20A funds, development project contributions, and/or City of Duarte funds. The design work for the first phase of undergrounding is anticipated to begin in the first quarter of 2O25. Based on projected schedule and initial undergrounding phase, contingent on securing complete funding, work is planned for completion during 2026.

Respectfully Submitted,
City Engineer

AGENDA REPORT
MEETING DATE: March 25, 2025
TO: Mayor and Members of the City Council
FROM: Angela Chiaromonte, Financial Services Manager
SUBJECT: Award Contract for Professional Auditing Services RECOMMENDATION: It is recommended that the City Council authorize the City Manager to enter into a Professional Services Agreement with LSL, LLP (“LSL”) for audit services for a three-year period beginning with fiscal year ending June 30, 2025, with an option to renew for an additional two one-year periods.

FISCAL IMPACT: If approved, the annual professional fee would not exceed $54,880 (including a one-time onboarding fee) for the FY25 report, and $51,200 for the FY26 and FY27 reports. Audit services was included in the FY25 budget, however a budget amendment of $4,000 is needed for FY25.

BACKGROUND
For the past seven years, the City has contracted with the firm of Moss, Levy & Hartzheim LLP for its annual independent audit. While there is no mandated rotation of audit firms, there is a requirement that lead audit partners rotate every five years and that other engagement quality reviewers be limited to seven consecutive years. Nonetheless, staff felt it would be prudent to issue a Request for Proposals (RFP) and consider a rotation. In February 2025, RFPs were electronically mailed to eight firms, five of which responded. The review process entailed an analysis of proposal documents and reference checks. Proposals were rated based on four separate criteria, including mandatory elements, technical quality, audit approach and price.

DISCUSSION/ANALYSIS
Staff found that all five of the firms submitting proposals were qualified to do the work. All five had governmental experience, had adequate staff assigned to the project, and good references. One of the factors in distinguishing between firms was cost. The amounts proposed for a five-year contract ranged from $197,000 to $319,000. From staff’s perspective, high cost was the primary justification for eliminating two of the proposing firms from further consideration. These two firms were Clifton Larson Allen LLP and Singer Lewak LLP.

Of the remaining three firms, costs were similar, but the proposal that was ranked at the top was LSL. Staff believes LSL’s medium sized firm has the technical qualities, we are most looking for.

They offer trainings and seminars to their clients, they developed an audit plan and timeline per Agenda Item: 13.A.

2 our proposal, and given that they have an engagement partner that is a technical reviewer for GFOA, we feel they will provide the best resources for assisting us in implementing all of the changes in accounting principles.

The scope of audit services includes:
• A financial audit and preparation of the financial statements of the City of Duarte • Preparation of Annual State Controller’s Report and Street Report for the City • A single Audit of Federal grants to be performed to meet the requirements of the U.S.

Office of Management and Budget (OMB) Circular A-133
• An agreed-upon procedures review of the calculation of the City’s Appropriation Limit (GANN), as required by Section1.5 of Article XIIIB of the California Constitution • A management letter containing any comments or recommendations resulting from the firm’s review of the systems of internal controls in connection with financial audits • A report communicating information related to the audit to those in charge of governance at the conclusion of the audits

RECOMMENDATION
It is recommended that the City Council authorize the City Manager to enter into a Professional Services Agreement with LSL, LLP for award the attached contract for audit services for a threeyear period beginning with fiscal year ending June 30, 2025, with an option to renew for an additional two one-year periods.

FISCAL IMPACT
If approved, the annual professional fee would not exceed $54,880 (includes a one-time onboarding fee) for the FY25 report, $51,200 for the FY26 and FY27 reports. Audit services was included in the FY25 budget, however a budget amendment of $4,000 would be needed for FY25.

ATTACHMENTS
Attachment A - Professional Services Agreement
Attachment B - LSL Scope of Services
Fiscal Review: Reviewed and Approved:

Kristen Petersen Brian Villalobos
Assistant City Manager/ City Manager
Director of Administrative Services

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CITY OF DUARTE

AGREEMENT FOR PROFESSIONAL SERVICES
THIS AGREEMENT FOR PROFESSIONAL SERVICES (“Agreement”) is made and effective as of March 25, 2025 (“Effective Date”), by and between the City of Duarte (“City”), and LSL, LLP (“LSL”), a California limited liability partnership, (“Consultant”). City and Consultant may sometimes herein be referred to individually as a “Party” and collectively as the “Parties.” In consideration of the mutual covenants and conditions set forth herein, and for good and valuable consideration, the sufficiency and receipt of which are hereby acknowledged, the Parties agree as follows:

1. RECITALS
The City wishes to engage the services of Consultant to provide auditing services as described further in this Agreement. Consultant wishes to provide all such services and has the necessary expertise and competency to provide such services.

2. TERM
This Agreement shall commence on the Effective Date and shall remain and continue in effect until March 25, 2028 or until the tasks listed in the Scope of Services are completed, whichever is later, unless sooner terminated pursuant to the provisions of this Agreement. The term may be extended upon execution of a written amendment between the Parties.

3. SERVICES AND PERFORMANCE
A. In compliance with all terms and conditions of this Agreement, Consultant shall provide services more particularly described in the “Scope of Services,” which is attached hereto and incorporated herein by this reference as Exhibit A. The services may be referred to herein as the “Services” or “Work.” In the event of any inconsistency between the terms of Exhibit A and this Agreement, the terms of this Agreement shall govern.

B. As a material inducement to City entering into this Agreement, Consultant represents and warrants that Consultant is a provider of first-class work and services, and Consultant is experienced in performing the type of work and services contemplated herein. The minimum standard of care for all professional services performed or furnished by Consultant under this Agreement will be the care and skill ordinarily used by members of the subject profession practicing under similar circumstances at the same time and in the same locality. Consultant represents that the Services will be performed by Consultant or under its direct supervision, and that all personnel engaged in such Work shall be fully qualified and shall be authorized and permitted under applicable Federal, State, and local law to perform such Work. Consultant shall pay all wages, salaries, and other amounts due to such personnel in connection with their performance of the Services and as required by law.

C. The experience, knowledge, capability, and reputation of Consultant, its principals, and employees were a substantial inducement for City to enter into this Agreement. Therefore, without the prior written approval of City, which may be given or withheld at City’s sole and

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absolute discretion, Consultant shall not (i) contract with any other entity to perform in whole or in part the Services required hereunder; or (ii) transfer, assign, convey, or encumber (voluntarily or by operation of law) any or all of this Agreement.

D. Consultant shall obtain and maintain at its sole cost and expense such licenses, permits, and approvals as may be required by law for the performance of the Services required by this Agreement prior to the commencement of Services. Consultant shall have the sole obligation to pay for any fees, assessments, and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for Consultant’s performance of the Services, and shall indemnify, defend, and hold harmless City and its elected and appointed officials, boards, members, officers, agents, representatives, employees, and volunteers (“City Personnel”) against any such fees, assessments, taxes, penalties, or interest levied, assessed, or imposed against City related to the Services.

E. Consultant shall provide all Services rendered hereunder in accordance with all ordinances, resolutions, statutes, rules, and regulations of City and any Federal, State, or local governmental agency having jurisdiction in effect at the time Service is rendered. Each and every provision required by law to be included in this Agreement shall be deemed to be included, and this Agreement shall be read and enforced as though they were included.

F. Consultant shall assume all costs arising from the use of patented or copyrighted materials, including, but not limited to, equipment, devices, processes, and software programs, used or incorporated in the Services or Work performed by Consultant under this Agreement.

Pursuant to Paragraph 7, Consultant shall indemnify, defend (with legal counsel acceptable to City), and hold City and City Personnel harmless from any and all suits, actions, or proceedings of every nature for or on account of the use of any patented or copyrighted materials.

G. Consultant shall not subcontract the performance of any of the Services without the prior written approval of City.

H. The Parties have determined that prevailing wage laws do not apply to this Agreement because the Services do not include construction, alteration, demolition, installation, or repair work or are other otherwise exempt under California’s prevailing wage laws (California Labor. Code section 1720 et seq.). Notwithstanding the foregoing, it is agreed by the Parties that, in connection with performance of the Services, including, without limitation, any and all “public works” (as defined by applicable law), Consultant shall bear all risks of payment or non-payment of prevailing wages under California law and/or the implementation of California Labor Code section 1781, as the same may be amended from time to time, and/or any other similar law.

Pursuant to Paragraph 7, Consultant shall indemnify, defend (with legal counsel acceptable to City), and hold City and City Personnel harmless from and against any liability, loss, damage, cost, or expenses (including but not limited to reasonable attorneys’ fees, expert witness fees, court costs, and costs incurred related to any inquiries or proceedings) arising from or related to (i) the noncompliance by Consultant or any party performing the Services of any applicable local, State, and/or Federal law, including, without limitation, any applicable Federal and/or State labor laws (including, without limitation, the requirement to pay State prevailing wages and hire apprentices); (ii) the implementation of California Labor Code section 1781, as the same may be amended from time to time, or any other similar law; and/or (iii) failure by Consultant or any party performing

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the Services on Consultant’s behalf to provide any required disclosure or identification as required by California Labor Code section 1781, as the same may be amended from time to time, or any other similar law.

4. MANAGEMENT
City’s Assistant City Manager/Director of Administrative Services shall represent City in all matters pursuant to the administration of this Agreement and review the Services performed by Consultant. The City Manager shall have the authority, subject to the limitations set forth in Paragraph 5, to enlarge the Scope of Services or increase the compensation due to Consultant.

Consultant’s official representative in the administration of this Agreement shall be Ryan Domino, who shall have the authority to make all decisions for Consultant and bind Consultant to the terms of this Agreement.

5. COMPENSATION
A. City agrees to pay Consultant an amount not to exceed $54,880 (including a onetime onboarding fee) for the FY25 report, and $51,200 for the FY26 and FY27 reports based on the Scope of Services set forth in Exhibit A.

B. Consultant shall not be compensated for any Services rendered in connection with its performance of this Agreement that are in addition to those set forth herein, unless such additional services are authorized in advance, and in writing, by the City Manager. Consultant shall be compensated for any additional services in the amounts and in the manner as agreed to by City Manager and Consultant at the time City’s written authorization is given. Unless otherwise agreed to by the Parties in writing, all provisions in this Agreement applicable to Consultant’s performance of the Services shall also apply to any additional services.

C. Consultant shall be paid monthly and shall submit monthly invoices/reports to City, within ten (10) days following the end of each month, showing actual Services performed. Invoices shall include billings for all charges, including authorized direct costs incurred by Consultant during the month covered by the invoice. Consultant shall be paid on the next regular Council warrant after all required paperwork is submitted. If City disputes whether Consultant has earned its fee or any portion, City shall give written notice to Consultant within thirty (30) days of receipt of Consultant’s monthly invoice/report stating the basis for such dispute.

6. SUSPENSION OR TERMINATION OF AGREEMENT
A. City may at any time, for any reason, with or without cause, suspend or terminate this Agreement, or any portion hereof, by serving written notice upon Consultant. Upon receipt of said notice, Consultant shall immediately cease all Work under this Agreement, unless the notice provides otherwise. In the event this Agreement is suspended or terminated pursuant to this subparagraph (A), Consultant shall submit a final invoice/report to City pursuant to Paragraph 4, and City shall be entitled to receive a return of the fee paid to Consultant, or portion thereof, if the reason for the termination is failure by Consultant to have timely performed the Services set forth in Exhibit A. In City’s sole and absolute discretion, prior to effecting a suspension or termination pursuant to this subparagraph (A), City may first serve upon Consultant a written notice of the default specifying the default and the amount of time that Consultant shall have to cure, correct,

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or remedy the default. If Consultant fails to cure the default within the specified period of time, City shall have the right to immediately terminate this Agreement pursuant to this subparagraph (A). Notwithstanding any other provision of this Agreement to the contrary, City’s termination of this Agreement pursuant to this subparagraph (A) shall not preclude or prejudice any other remedy to which City may be entitled in law or in equity.

B. Consultant may terminate this Agreement only due to a material breach by City, or in circumstances specifically described in the AICPA Code of Professional Conduct, such as but not limited to impairment of independence, and only upon not less than thirty (30) days’ prior written notice to City which notice shall specify the material default. Upon receipt of such notice, City may, but shall not be obligated to, effect to remedy such default, which remedy will cause the notice of termination to no longer apply, and this Agreement to continue in effect.

7. RECORDS AND OWNERSHIP OF DOCUMENTS
A. Consultant shall maintain complete and accurate records with respect to costs, expenses, receipts, and other such information required by City that relate to the performance of Services under this Agreement. Consultant shall maintain adequate records of Services provided in sufficient detail to produce an evaluation of Services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Consultant shall provide free access to the representatives of City or its designees at reasonable times to such books and records; shall give City the right to examine and audit said books and records; shall permit City to make transcripts therefrom as necessary; and shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a period of six (6) years after receipt of final payment.

B. Upon completion of, or in the event of termination or suspension of this Agreement, all original documents, computer files, surveys, notes, and other documents prepared by the City in the course of providing the Services to be performed pursuant to this Agreement shall remain the sole property of the City. Upon completion of the Services to be performed pursuant to this Agreement, the final deliverables as described in the Scope of Services in Exhibit A (“Work Product”) shall become the sole property of City and may be used, reused, or otherwise disposed of by City without the permission of Consultant. Consultant shall provide such items to City promptly upon completion of this Agreement. City acknowledges that such Work Product is not intended or represented to be suitable for use unless completed by Consultant, or for use or reuse by City or others on extensions of the Services or Work under this Agreement, or for any other use or purpose, without written verification or adaptation by Consultant. Any such use, reuse, or any modification of the Work Product, without written verification, completion, or adaptation by Consultant, as appropriate for the specific purpose intended, will be at City’s sole risk and without liability or legal exposure to Consultant or to its officers, directors, members, partners, agents, employees, and consultants.

C. Any information gained by Consultant in the performance of this Agreement shall be considered confidential and such information and the reports, records, documents, and other materials prepared by Consultant in the performance of Services under this Agreement shall not

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be released publicly or to any other client of Consultant without the prior written approval of the City Manager.

8. INDEMNIFICATION
A. To the fullest extent permitted by law, except as set forth in subparagraph (B), Consultant shall indemnify, defend (with legal counsel acceptable to City), and hold harmless City and City Personnel from and against any and all claims, actions, suits, claims, demands, judgments, attorneys’ fees, costs, damages, losses, penalties, obligations, expenses, or liabilities (“Claims”) that may be asserted or claimed by any person or entity arising out of, or pertaining to, Consultant’s negligence, recklessness, or willful misconduct, whether or not there is concurrent active or passive negligence on the part of City and/or any City Personnel, but excluding any Claims arising from the sole negligence or willful misconduct of City or any City Personnel. Consultant shall defend any action or actions filed in connection with any such claims or liabilities, and shall pay all costs and expenses, including attorneys’ fees incurred in connection therewith. Consultant shall promptly pay any judgment rendered against City or any City Personnel for any such claims or liabilities. In the event City and/or any City Personnel is made a party to any action or proceeding filed or prosecuted for any such Claims arising out of or in connection with the Work being performed or Services being provided under this Agreement, Consultant shall pay to City any and all costs and expenses incurred by City or City Personnel in such action or proceeding, together with reasonable attorneys’ fees and expert witness fees. Consultant’s duty to defend shall consist of reimbursement of defense costs incurred by City in direct proportion to the Consultant’s proportionate percentage of fault. Consultant’s percentage of fault shall be determined, as applicable, by a court of law, jury, or arbitrator. In the event any loss, liability, or damage is incurred by way of settlement or resolution without a court, jury, or arbitrator having made a determination of Consultant’s percentage of fault, the Parties agree to mediation with a neutral third-party to determine Consultant’s proportionate percentage of fault for purposes of determining the amount of indemnity and defense cost requirement owed to City.

B. The provisions of this subparagraph (B) apply only if Consultant is a “design professional” within the meaning of California Civil Code section 2782.8(c). If Consultant is a “design professional,” within the meaning of Section 2782.8(c), then notwithstanding subparagraph (A), to the fullest extent permitted by law (including, without limitation, California Civil Code sections 2782 and 2782.6), Consultant shall defend (with legal counsel acceptable to City), indemnify, and hold harmless City and City Personnel from and against any Claim that arises out of, pertains to, or relates to, directly or indirectly, in whole or in part, the negligence, recklessness, or willful misconduct of Consultant, any sub-consultant, subcontractor, or any other person directly or indirectly employed by them, or any person that any of them control, arising out of Consultant’s performance of any task or Service for or on behalf of City under this Agreement.

Such obligations to defend, hold harmless, and indemnify City or any City Personnel, shall not apply to the extent that such Claims are caused, in part, by the sole negligence or willful misconduct of City or City Personnel. Consultant’s cost to defend City and/or City Personnel against any such Claim shall not exceed Consultant’s proportionate percentage of fault with respect to that Claim; however, pursuant to California Civil Code section 2782.8(a), in the event that one or more of the defendants is unable to pay its share of defense costs due to bankruptcy or dissolution of the business, Consultant shall meet and confer with City (and, if applicable, other parties) regarding any unpaid defense costs. To the extent Consultant has a duty to indemnify City

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or any City Personnel under this subparagraph (B), Consultant shall be responsible for all incidental and consequential damages resulting directly or indirectly, in whole or in part, from Consultant’s negligence, recklessness, or willful misconduct.

C. Consultant hereby authorizes City to deduct from any amount payable to Consultant (whether arising out of this Agreement or otherwise) any amounts the payment of which may be in dispute hereunder or which are necessary to compensate City for any losses, costs, liabilities, or damages suffered by City, and all amounts for which City may be liable to third parties, by reason of Consultant’s negligent acts, errors, omissions, or willful misconduct, in performing or failing to perform Consultant’s obligations under this Agreement. City in its sole and absolute discretion, may withhold any payment due to Consultant, without liability for interest, an amount sufficient to cover such claim. The failure of City to exercise such right to deduct or withhold shall not act as a waiver of Consultant’s obligation to pay City any sums Consultant owes City.

9. INSURANCE
Without limiting Consultant’s indemnification obligations of City as set forth in this Agreement, and prior to the commencement of Work, Consultant shall obtain, provide, and maintain, at its own expense, during the entire term of this Agreement including any extension thereof, policies of insurance of the type and amounts described in Exhibit B and in a form satisfactory to City.

A. No Work or Services under this Agreement shall commence until Consultant has provided City with Certificates of Insurance evidencing the required insurance coverages and said Certificates of Insurance are reasonably approved by City. Certificates are to reflect that the insurer will provide thirty (30) days’ written notice to City of any cancellation of coverage. In the event any of said policies of insurance are reduced in limits or cancelled for any reason, Consultant shall, prior to the cancellation date, submit new evidence of insurance.

B. The provisions of any workers’ compensation or similar law will not limit the obligations of Consultant under this Agreement. Consultant expressly agrees not to use any statutory immunity defenses under such laws with respect to City, its employees, officials, and agents.

C. Consultant agrees to provide immediate notice to City of any claim or loss against Consultant arising out of the Work performed under this Agreement. City assumes no obligation or liability by such notice, but has the right to monitor the handling of any such claim or claims if they are likely to involve City.

D. The City’s Director of Administrative Services shall have the authority to adjust or amend the insurance requirements in Exhibit B of this Agreement so long as such amendment or adjustment is agreed to in writing by the Parties.

10. INDEPENDENT CONTRACTOR
A. Consultant is and shall at all times remain as to City a wholly independent contractor. The personnel performing the Services under this Agreement on behalf of Consultant shall at all times be under Consultant’s exclusive direction and control. Neither City nor any of its

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officers, officials, employees, or agents shall have control over the conduct of Consultant or any of Consultant’s officers, employees, or agents. Consultant shall not at any time or in any manner represent that it or any of its officers, employees, or agents is in any manner officers, officials, employees, or agents of City. Consultant shall not incur or have the power to incur any debt, obligation, or liability whatever against City, or bind City in any manner.

B. No City-provided employee benefits shall be available to Consultant in connection with the performance of this Agreement. Except for the fees paid to Consultant as provided in this Agreement, City shall not pay salaries, wages, or other compensation to Consultant for performing Services hereunder for City. City shall not be liable for compensation or indemnification to Consultant for injury or sickness arising out of performing Services hereunder.

11. NO UNDUE INFLUENCE
Consultant declares and warrants that no undue influence or pressure was or is used against or in concert with any officer or employee of City in connection with the award, terms, or implementation of this Agreement, including any method of coercion, confidential financial arrangement, or financial inducement. No officer or employee of City shall receive compensation, directly or indirectly, from Consultant, or from any officer, employee, or agent of Consultant, in connection with the award of this Agreement or any Work to be conducted as a result of this Agreement. Consultant further warrants that it has not employed or retained any company or person other than a bona fide employee working for Consultant, to solicit or secure this Agreement and that it has not paid or agreed to pay any company or person any fee, commission, percentage, brokerage fee, gift, or any other consideration contingent upon, or resulting from, the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to annul this Agreement without liability or, in its discretion, to deduct from this Agreement price or consideration, or otherwise recover, the full amount of such fee, commission, percentage, brokerage fee, gift, or contingent fee.

12. NO BENEFIT TO ARISE TO LOCAL EMPLOYEES
No member, officer, or employee of City, or their designees or agents, and no public official who exercises authority over or has responsibilities with respect to this Agreement during his/her tenure or for one (1) year thereafter, shall have any interest, direct or indirect, in any agreement or sub-agreement, or the proceeds thereof, for Work to be performed in connection with the Services performed under this Agreement.

13. COVENANT AGAINST DISCRIMINATION
Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that in the performance of this Agreement there shall be no discrimination against or segregation of, any person or group of persons on account of any impermissible classification including, but not limited to, race, color, creed, religion, sex, gender, gender identity, gender expression, physical or mental disability, age, military status, marital or familial status, sexual orientation, national origin, or ancestry.

14. NONLIABILITY OF CITY OFFICERS AND EMPLOYEES

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No City Personnel shall be personally liable to Consultant, or any successor in interest, in the event of any default or breach by City or for any amount which may become due to Consultant or to its successor, or for breach of any obligation of the terms of this Agreement.

15. NOTICES
Any notices which either Party may desire to give or may be required to give to the other Party under this Agreement must be in writing and may be given either by (a) personal service; (b) delivery by a reputable document delivery service, such as but not limited to, Federal Express, which provides a receipt showing date and time of delivery; (c) mailing in the United States Mail, certified mail, postage prepaid, return receipt requested, addressed to the address of the Party as set forth below or at any other address as that Party may later designate by notice; or (d) e-mailing the notice to the e-mail addresses as set forth below:

If to City: City of Duarte
Administrative Services Department
Attn: Angela Chiaromonte
1600 Huntington Drive
Duarte, California 91010
If to Consultant: LSL, LLP
Attn: Ryan Domino
500 Technology Drive, Suite 350
Irvine, CA 92618

16. GOVERNING LAW; ATTORNEYS’ FEES; LITIGATION MATTERS
The internal laws of the State of California, without regard to principles of conflicts of laws, shall govern the interpretation of this Agreement. In addition to any other rights or remedies, either Party may take legal action, in law or in equity, to cure, correct, or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. Notwithstanding anything in this Agreement to the contrary, in no event shall Consultant be entitled to economic or consequential damages or to punitive damages. In the event of any litigation arising from or related to this Agreement, the prevailing Party shall be entitled to recover from the non-prevailing Party all reasonable costs incurred, including staff time, court costs, attorneys’ fees, expert witness fees, and other related expenses. The Superior Court of the County of Los Angeles shall have exclusive jurisdiction over any litigation between the Parties concerning this Agreement. Service of process on City shall be made in the manner required by law for service on a public entity. Service of process on Consultant shall be made in any manner permitted by law and shall be effective whether served inside or outside of California.

17. RIGHTS AND REMEDIES ARE CUMULATIVE; WAIVER
A. Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the Parties are cumulative and the exercise by either Party of one or more of such rights or remedies shall not preclude the exercise by it, at the same

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or different times, of any other rights or remedies for the same default or any other default by the other Party.

B. No delay or omission in the exercise of any right or remedy by a non-defaulting Party on any default shall impair such right or remedy or be construed as a waiver. No waiver by either Party of any of the provisions of this Agreement shall be effective unless explicitly set forth in writing and signed by the Party so waiving. Except as otherwise set forth in this Agreement, no failure to exercise, or delay in exercising, any right, remedy, power, or privilege arising from this Agreement shall operate or be construed as a waiver thereof, nor shall any single or partial exercise of any right, remedy, power, or privilege hereunder preclude any other or further exercise thereof or the exercise of any other right, remedy, power, or privilege.

18. SEVERABILITY
If any portion of this Agreement is found by a court of competent jurisdiction to be invalid, void, illegal, or unenforceable, the remainder of the provisions hereof shall remain in full force and effect and shall in no way affect, impair, or invalidate any other term, covenant, or condition, or provision contained in this Agreement. Upon a determination that any term or provision is invalid, illegal, or unenforceable, the Parties shall negotiate in good faith to modify this Agreement to give effect to the original intent of the Parties as closely as possible in order that the transactions contemplated hereby be performed as originally contemplated to the greatest extent possible.

19. INTERPRETATION; ENTIRE AGREEMENT
The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either Party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply. This Agreement contains the entire understanding between the Parties relating to the obligations of the Parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, oral or written, relating to the obligations of the Parties described in this Agreement, are merged into this Agreement and shall be of no further force or effect.

20. CONFLICTS OF INTEREST
Consultant represents, warrants, and covenants that he, she, or it presently has no interest, direct or indirect, which would interfere with or impair in any manner or degree the performance of Consultant’s obligations and responsibilities under this Agreement. Consultant further agrees that while this Agreement is in effect, Consultant shall not acquire or otherwise obtain any interest, direct or indirect, that would interfere with or impair in any manner or degree the performance of Consultant’s obligations and responsibilities under this Agreement.

21. NO THIRD-PARTY BENEFICIARIES
This Agreement benefits solely the Parties to this Agreement and their respective permitted successors and assigns and nothing in this Agreement, express or implied, confers on any other

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person any legal or equitable right, benefit, or remedy of any nature whatsoever under or by reason of this Agreement.

22. PARAGRAPH HEADINGS AND SUBHEADINGS
The paragraph headings and subheadings contained in this Agreement are included for convenience only and shall not limit or otherwise affect the terms of this Agreement.

23. COUNTERPARTS
This Agreement may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument.

24. EXECUTION OF CONTRACT
The persons executing this Agreement on behalf of each of the Parties represent and warrant that (i) such Party is duly organized and existing; (ii) they are duly authorized to execute and deliver this Agreement on behalf of said Party; (iii) by so executing this Agreement, such Party is formally bound to the provisions of this Agreement; and (iv) that entering into this Agreement does not violate any provision of any other Agreement to which said Party is bound.

25. CITY MANAGER AUTHORITY
City’s City Manager shall have the authority to make non-material changes, non-material amendments, or clerical edits to this Agreement on behalf of the City. [Signatures on following page.]

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CITY OF DUARTE
_________________________________
City Manager
Date: _____________________________

CONSULTANT

LSL, LLP
By: ______________________________
Its: ______________________________
Date: _____________________________
Partner
3/14/2025

2671/012225-0101
18679307.4 a03/13/25

EXHIBIT A
Scope of Services
[ATTACH DOCUMENTS HERE]

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18679307.4 a03/13/25

EXHIBIT B
Insurance Requirements
A. Insurance Required
(1) Commercial General Liability insurance in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage.
(2) Automobile Insurance covering bodily injury and property damage for all activities of Consultant arising out of or in connections with Work to be performed under this Agreement, including coverage for any owned, hired, non-owned, or rented vehicles in an amount not less than $1,000,000 combined single limit for each accident. (3) Workers’ Compensation Insurance providing statutory benefits as required by California law.
(4) Employer’s Liability Insurance with limits in an amount not less than $1,000,000.
(5) Professional Liability or Errors and Omissions Insurance designed to protect against acts, errors, or omissions of Consultant and “Covered Professional Services” as designated in the policy must specifically include work performed under this Agreement. The policy limit shall be no less than $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the Effective Date of this Agreement, and Consultant agrees to maintain continuous coverage through a period no less than three (3) years after completion of the Services required by this Agreement.

B. All insurance policies required hereunder, except the workers’ compensation insurance, shall comply with the following requirements:
(1) All insurance shall be written by insurers that are admitted and licensed to do business in the State of California and with A.M. Best’s rating of A- or better and a minimum financial size VII in accordance with the latest edition of Best’s Key Rating Guide. (2) The policies shall be endorsed to name City and its officers, officials, employees, agents, and volunteers as additional insureds. (3) All of Consultant’s insurance: (i) shall contain no special limitations on the scope of protection afforded to the additional insureds; (ii) shall be primary insurance and any insurance or self-insurance maintained by the additional insureds or any of them shall be in excess of Consultant’s insurance and shall not contribute with it; (iii) shall be “occurrence” rather than “claims made” insurance; (iv) shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer’s liability; (v) shall prohibit Consultant from waiving the right of subrogation prior to a loss except for professional liability;

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and (vi) shall not contain any provision or definition that would serve to eliminate so-called “third party action over” claims, including any exclusion for bodily injury to an employee of the insured. (4) City reserves the right at any time during the term of this Agreement to change the amounts and types of insurance required by giving Consultant ninety (90) days’ advance written notice of such change.

C. Consultant shall renew the required coverage annually as long as City or its employees or agents face an exposure from Consultant’s operations pursuant to this Agreement.

Termination of this obligation shall survive the termination or expiration of this Agreement and shall not be effective until City executes a written statement to that effect.

PREPARED BY

LSL, LLP
Certified Public Accountants
License Number 2584

PROPOSAL FOR
City of Duarte
Professional Auditing Services
Date of Submission: March 5, 2025
Valid for 90 Days
Authorized by:

Ryan Domino, CPA, Partner
[email protected]
500 Technology Drive
Suite 350
Irvine, CA 92618
(949) 829 – 8299
Exhibit A

City of Duarte
Professional Auditing Services
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Table of Contents
TABLE OF CONTENTS ........................................................................................................................... 1 TRANSMITTAL LETTER ......................................................................................................................... 2 GENERAL INFORMATION ...................................................................................................................... 4 History & Size ........................................................................................................................................ 4 Independence ........................................................................................................................................ 4 License to Practice in California ............................................................................................................ 4 Location ................................................................................................................................................. 5 LSL’s Government Team Resources .................................................................................................... 5 Government Auditing Standards ........................................................................................................... 6 Desk Review / Disciplinary Action ......................................................................................................... 6 Peer Review .......................................................................................................................................... 6 Training & Seminars .............................................................................................................................. 9 PARTNER, SUPERVISORY AND STAFF QUALIFICATIONS AND EXPERIENCE ............................... 9 Organizational Chart ............................................................................................................................ 10 Engagement Team Resumes .............................................................................................................. 11 GFOA Award Program ........................................................................................................................ 12 Single Audit Experience ...................................................................................................................... 12 Additional Resources ........................................................................................................................... 13 SIMILAR ENGAGEMENTS WITH OTHER GOVERNMENT AGENCIES .............................................. 14 SPECIFIC AUDIT APPROACH .............................................................................................................. 16 Our Understanding of the Scope of Work ............................................................................................ 16 Project Management Methodology ...................................................................................................... 16 Project Schedule ................................................................................................................................. 17 Proposed Work Plan ............................................................................................................................ 18 Proposed Segmentation ...................................................................................................................... 18 Audit Sampling .................................................................................................................................... 19 Type And Extent of Analytical Procedures .......................................................................................... 19 Electronic Data Processing Software & AI Technology ....................................................................... 20 Determining Laws and Regulations Subject to Audit Test Work ......................................................... 21 Drawing Audit Samples for Compliance .............................................................................................. 21 LSL’s Approach to Understanding the City’s Internal Control Structure .............................................. 21 Anticipation Of Potential Audit Problems, Roles & Responsibilities of the City ................................... 22 Working Paper Retention and Access ................................................................................................. 22 COST BID ............................................................................................................................................... 23 Total All-Inclusive Maximum Price ....................................................................................................... 24 Detail Schedule of Professional Fees and Expenses for Fiscal Year 2024-25 Reporting Only.......... 25 Additional Professional Services ......................................................................................................... 26 Manner of Payment ............................................................................................................................. 26 BENEFITS OF WORKING WITH LSL ................................................................................................... 26 Accounting Today Regional Leader .................................................................................................... 26 Our Core Values .................................................................................................................................. 27 Best of Accounting Award ................................................................................................................... 27 APPENDIX A – COI EVIDENCE OF COVERAGE ................................................................................. 28 APPENDIX B – CURRENT LIST OF MUNICIPAL CLIENTS ................................................................ 31 APPENDIX C – ENGAGEMENT TEAM RESUMES .............................................................................. 34

City of Duarte
Professional Auditing Services
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Transmittal Letter
March 5, 2025
Angela Chiaromonte
Financial Services Manager
City of Duarte
1600 Huntington Drive
Duarte, CA 91010
Dear Ms. Chiaromonte,
LSL, LLP (“LSL”, “LSL CPAs”) is pleased to present our proposal for Professional Auditing Services, and we value the opportunity to demonstrate our professional qualifications and commitment to excellence to the City of Duarte (“City”).

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

We understand that the City of Duarte is seeking a qualified firm to audit the City’s financial statements for the fiscal years ending June 30, 2025, 2026 and 2027, with the options to renew for fiscal years ending June 30, 2028, and 2029. This includes expressing an opinion on the fairness of the City‘s financial statements, preparation of a Single Audit, performing agreed-upon procedures on the Gann Appropriations Limit, and the preparation of the State Controller Cities Financial Transactions Report for the City.

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

City of Duarte
Professional Auditing Services
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Authorized Representative
Ryan Domino is the designated Engagement Partner who will serve as the primary point of contact for this proposal. He is authorized to make representations on behalf of our firm and can be reached directly by phone at (714) 592-1814 or by email at [email protected].

Please contact Ryan for any clarification or contract negotiations related to this proposal.

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

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

Sincerely,
Ryan Domino, CPA, Partner

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

City of Duarte
Professional Auditing Services
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General Information

HISTORY & SIZE
LSL, LLP (“LSL”) is a limited liability partnership and is not a wholly owned subsidiary of a parent company.

LSL was established in 1929 and has grown as a leader in the government sector. Our full-service accounting firm is headquartered in Irvine, California, with a dynamic team of 14 partners, 2 principals, and 145 employees. We provide auditing, accounting, and consulting services to over 100 municipal clients, including counties, cities, water and electric utility districts, and special-purpose government agencies. Our government sector services encompass a broad range of specialties, including attestation, compliance, consulting, outsourced accounting and reporting, year-end close assistance, interim staffing, strategic planning, and tax services.

INDEPENDENCE
LSL meets the independence requirements set forth by the generally accepted auditing standards and the U.S. General Accounting Office’s Government Auditing Standards. Our partners have no ownership in any other business organization that currently or will potentially provide services, supplies, materials, or equipment to the City. We annually distribute a listing of our firm's clients to all employees to ensure that any possible independence threats are properly documented and reviewed.

LSL has had no professional relationships involving the City within the last five (5) years.

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

Insurance
LSL confirms that we will maintain the minimum insurance requirements throughout the entire term of this engagement. We have provided evidence of coverage with the submission of our proposal in Appendix A, and the actual insurance form will be provided upon the award of contract.

City of Duarte
Professional Auditing Services
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Business License
LSL affirms that we will obtain and maintain active business licensure with the City of Duarte upon award of contract.

LOCATION
Our Offices
The Woodlands, TX
21 Waterway Avenue, Suite 30089
The Woodlands, TX 77380
Phone: (936) 828-4587
Sacramento, CA
2151 River Plaza Dr., Suite 150
Sacramento, CA 95833
Phone: (916) 503-9691
The virtual footprint of our government team spans across the United States. At LSL, we regularly share staff and resources across our offices, providing you with access to our entire governmental team. This approach ensures that you receive the highest level of service and expertise possible, allowing us to deliver optimal results.

LSL’S GOVERNMENT TEAM RESOURCES
Our governmental staff consists of three (3) Partners, one (1) Director, three (3) Senior Managers, two (2) Managers, eight (8) Supervisors, and fourteen (14) Professional Staff.

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

Our educational programs are designed to provide our team members with the knowledge and skills necessary to deliver high-quality services to our clients. We offer a variety of training opportunities, including those provided by CalCPA, AICPA, Government Audit Quality Center, and Government Finance Officers Association (GFOA).

Irvine, CA
500 Technology Dr., Suite 350
Irvine, CA 92618
Phone: (949) 829 - 8299

City of Duarte
Professional Auditing Services
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GOVERNMENT AUDITING STANDARDS
LSL understands its responsibilities to perform audits and issue opinions on the City’s financial statements as well as its fair presentation. Our financial audits are performed in accordance with the Generally Accepted Government Auditing Standards (GAGAS) issued by the Comptroller General of the United States, and our Single Audits are performed in accordance with the requirements of the Uniform Guidance. We will also evaluate the City's internal control system and provide recommendations for growth and improvement.

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

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

City of Duarte
Professional Auditing Services
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City of Duarte
Professional Auditing Services
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City of Duarte
Professional Auditing Services
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TRAINING & SEMINARS
LSL regularly leads training courses and seminars on introductory governmental accounting, financial reporting, internal control risk assessments, and all GASB updates and best practices.

These resources are available to our clients for additional information and continued support.

These will be opportunities made available through our firm to the City for training or continuing professional education credits on current issues in governmental auditing and accounting.

LS’s Upcoming Training & Courses
LSL's training courses and seminars covering introductory governmental accounting, financial reporting, internal control risk assessments, and GASB updates are accessible to clients for ongoing support.

LSL Seminars - 2025
April
Uniform Guidance (UG) Updates
GASB Updates
Addressing Staffing Challenges
ERP Implementation Panel
Partner, Supervisory and Staff Qualifications and Experience A current list of municipal clients can be found in Appendix B, which includes LSL’s most significant engagements conducted within the last three (3) years that are similar to the engagement described in this request for proposal.

City of Duarte
Professional Auditing Services
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ORGANIZATIONAL CHART

LOGO
Brandon Young, CPA
Concurring Partner
13 years of experience
Ryan Domino, CPA
Engagement Partner
12 years of experience
Riley Greenlee, CPA
Senior Manager
10 years of experience
Chloe Zabrek
Senior
5 years of experience
Senior Associate
Staff
Associate
Staff
Associate
Staff
Associate
Staff
Associate
Kelly Telford, CPA
Consulting Partner
22 years of experience

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

Brandon Young, CPA
Concurring Partner
Brandon is an expert in governmental accounting and auditing and trains our government team on the proper implementation of new GASB pronouncements, ensuring that our clients receive the highest level of service and expertise. Brandon was recently appointed to the AICPA State and Local Government Expert Panel, further
demonstrating his expertise in the field. Brandon also serves on the CalCPA Governmental Accounting and Auditing Committee, specific to the State of California, and he is responsible for numerous white papers and technical clarifications, including those for GASB 68, 75, and 87. His contributions to this committee have helped to shape the accounting and auditing practices of government organizations in California.

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

City of Duarte
Professional Auditing Services
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Staff Continuity
To ensure the quality of our staffing, we have established firm policies that prioritize the continuity of engagement teams, except in cases where an employee has left the firm or has been promoted. In the event of any changes in staffing at the Manager position and above, LSL will first seek written permission from the City.

Quality of Staff Assurance
LSL is committed to providing the City with a stable and experienced team that is dedicated to delivering a high-quality audit and exceptional service. We understand the importance of maintaining a strong and reliable team throughout the engagement, and we will work closely with the City to ensure that any staffing changes are handled with minimal disruption to the continuity of the engagement.

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

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

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

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

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

Financial & Compliance
Audits
Consulting, Staffing &
Training
Technology & RPA

Federal Granting Agency AL # Name of Program
U.S. Department of Agriculture 10.557 Special Supplemental Nutrition Program for Women, Infant, and Children U.S. Department of Housing & Urban Development 14.195 Section 8 Housing Assistance Payment Program U.S. Department of Housing & Urban Development 14.218 Community Development Block Grants/Entitlement Grants U.S. Department of Housing & Urban Development 14.228 Community Development Block Grants/State's program and Non-Entitlement Grants in Hawaii
U.S. Department of Housing & Urban Development 14.239 HOME Investment Partnerships Program U.S. Department of Housing & Urban Development 14.856 Lower Income Housing Assistance Program Section 8 Moderate Rehabilitation U.S. Department of Housing & Urban Development 14.871 Section 8 Housing Choice Vouchers U.S. Department of Transportation 20.106 Airport Improvement Program U.S. Department of Transportation 20.205 Highway Planning and Construction U.S. Department of Transportation 20.507 Federal Transit Formula Grants U.S. Department of Treasury 21.019 Coronavirus Relief Fund (CRF) U.S. Department of Treasury 21.027 Coronavirus State and Local Fiscal Recovery Funds (SLFRF) U.S. Environmental Protection Agency 66.458 Capitalization Grants for Clean Water State Revolving Funds U.S. Department of Health and Human Services 93.563 Child Support Enforcement U.S. Department of Health and Human Services 93.667 Social Services Block Grant U.S. Department of Health and Human Services 93.676 Unaccompanied Alien Children Program U.S. Department of Health and Human Services 93.778 Medical Assistant Program - Medicaid Cluster U.S. Department of Homeland Security 97.036 Disaster Grants- Public Assistance (Presidentially Declared Disasters) U.S. Department of Homeland Security 97.067 Homeland Security Grant Program

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

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

Gail Gray, CPA
Technology Partner
Gail is a well-established expert in governmental accounting and finance technology. As a Partner in LSL's Technology Consulting Services, Gail has over 20 years of experience in training, mentoring, and automating finance teams. Gail specializes in process automation consulting, software implementation, customization, and robotic process automation (RPA), leveraging technology and automation for accounting, auditing, and financial reporting. With her extensive background in governmental accounting, Gail uniquely enables LSL to offer top-tier implementation services for government-specific financial management solutions. Gail and her team provide exceptional training and ongoing support, while ensuring that our software partners also uphold high standards and provide high-quality service.

Similar Engagements with Other Government Agencies
The following references highlight our experience in providing professional auditing services to other governmental organizations with similar size and scope as the City of Duarte. We invite you to contact them to gain insight into our working relationships and quality of service.

City of Duarte
Professional Auditing Services
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City of San Marino
Contact Mark Siegfried, Accounting Manager/Controller
Telephone Number 626-300-0704
Date of Service 2011 – Present
Engagement Partner Ryan Domino
Total Hours 250
Scope of Work Audit of an Annual Comprehensive Financial Report (ACFR) which receives the GFOA award; Single Audit; performed agreed-upon procedures over the City’s GANN Limit calculation; performed agreed-upon procedures over the City’s Investment and Transfer City of Malibu
Contact Renee Neermann, Finance Controller
Telephone Number 310-456-2489
Date of Service 2011 - Present
Engagement Partner Ryan Domino
Total Hours 350
Scope of Work Audit of an Annual Comprehensive Financial Report (ACFR), which receives the GFOA award; Single Audit; performance of GANN Limit AUP
City of Rosemead
Contact Maria Teresita Anson, Finance Manager
Telephone Number 626-569-2146
Date of Service 2018 - Present
Engagement Partner Ryan Domino
Total Hours 450
Scope of Work Audit of an Annual Comprehensive Financial Report (ACFR), which receives the GFOA award; Single Audit; performed agreed-upon procedures over the City’s GANN Limit calculation; Audit of City’s Housing Corp; State Controller’s Report: City, Financing Authority;

NTD AUP

City of Duarte
Professional Auditing Services
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City of Monrovia
Contact Buffy Bullis, Administrative Services Director
Telephone Number 626-932-5513
Date of Service 2010 – Present
Engagement Partner Ryan Domino
Total Hours 500
Scope of Work Audit of an Annual Comprehensive Financial Report (ACFR), which receives the GFOA award; Single Audit over the City’s federal award programs; performed City’s GANN Limit AUP; prepared City’s State Controller’s Office Financial Transactions Reports, City, PFA, and Housing Compliance
City of San Juan Capistrano
Contact Ken Al-Imam, Chief Financial Officer / City Treasurer Telephone Number 949-443-6301
Date of Service 2021 – Present
Engagement Partner Ryan Domino
Total Hours 527
Scope of Work Audit of an Annual Comprehensive Financial Report (ACFR), which receives the GFOA award; Single Audit; Gann Appropriation Limit AUP; Coastal Animal Services Authority (CASA) Audit
Specific Audit Approach

OUR UNDERSTANDING OF THE SCOPE OF WORK
LSL understands that the City of Duarte is seeking a qualified firm to perform the City’s financial audit and related services, consisting of the following final financial and compliance reports:
 Financial Statements
 GANN Limit
 Single Audit
 State Controller Financial Transactions Reports

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

City of Duarte
Professional Auditing Services
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will be communicated to the City as soon as they are discovered to mitigate any surprises throughout the audit.

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

As part of the Scope of Work and time requirements, we assume that the City will provide all necessary information needed to complete the financial statement and single audits. We will proactively identify and communicate any pending information from the City that could hinder our ability to complete the objectives of the engagement in a timely manner.

PROJECT SCHEDULE
LSL assumes under the time requirements that the City will have closed its books and will present the LSL team with general ledger balances that are auditable prior to the start of fieldwork. A sample timeline is provided on the following page displaying the key stages of the audit and the deliverables.

Segment 2
Year-end Testing will
take place in October.

Exit Conference will
be held on the last day
of fieldwork.

Entrance
Conference will be
held before interim
begins.

Segment 1
Interim Testing will
take place in
April.

November
Segment 3
Draft Audit Letters
and Other Reports
will be provided to
the City on
November 5th. Final ACFR Report
and Approval will be
delivered no later than
November 20th.

April October

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

PROPOSED SEGMENTATION
Our audit services will be divided into the three succeeding segments:
 Segment 1 – Planning and Obtaining an Understanding
 Segment 2 – Financial Audit Testing
 Segment 3 – Conclusion
Segment 1 – Planning and Obtaining an Understanding
LSL will provide an annual audit communication letter, engagement letter, and Government Audit Quality Center Information letter. The audit communication letter is to be provided to the City Council and/or Board of Directors and can be communicated orally to those charged with governance, if requested, where we will discuss planning stages, responsibilities of the City Council and/or Board of Directors, Auditors, and Management, and provide an opportunity to communicate with us as the auditors.

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

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

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

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

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

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

After the review and receipt of the signed Representation Letter from the City, LSL will provide a final report by November 20th of each year.

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

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

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

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

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

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

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

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

This tool eliminates the necessity of sending sensitive documents via email, enhancing efficiency. Client dashboards are customizable to meet specific needs.

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

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

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Experience With ERP Systems
Many of our clients have updated their system software with new Enterprise Resource Planning (ERP) systems over the years. We make ourselves available for questions and recommendations, including assistance with the vendor selection process. Our clients' transition to more sophisticated ERP systems has allowed us to gain a better understanding of each system and its unique capabilities. We often obtain read-only access to our clients’ software and can work directly within the system. This allows us to provide useful observations and recommendations regarding internal controls and facilitates efficient audit test work. Some of the ERP and Property Tax Systems we have extensive experience with include Tyler Technologies (Munis, New World, Eden, Incode), One Solution, Oracle, SAP, Infor, Megabyte, and more.

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

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

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

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

Throughout the year, LSL will conduct interviews with the management of finance and responsible parties of each audit section to understand the processes and controls through observation and discussions. We will also perform sampling transactions as part of a “walk-through” process to verify that the system of control is functioning as per the policies and procedures.

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ANTICIPATION OF POTENTIAL AUDIT PROBLEMS, ROLES & RESPONSIBILITIES OF THE CITY
Outside of the complexities that arise with the implementation of GASB pronouncements, LSL does not anticipate any audit problems or conflicts in the performance of the services requested in this RFP. Our approach is to partner with our clients to provide information, training, and the resources necessary to successfully implement any new changes in accounting principles.

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

WORKING PAPER RETENTION AND ACCESS
All working papers and reports will be retained at LSL’s expense for a minimum of five (5) years unless otherwise notified in writing by the City of the need to extend that retention period. Upon written request, we will make working papers available to parties designated by the City.

Furthermore, we will respond to the reasonable inquiries of successor auditors and allow successor auditors to review working papers relating to matters of continuing accounting significance.
[Cost bid on the following page]

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Cost Bid
LSL, LLP (“LSL CPAs”, “LSL”) is pleased to present our fee proposal to the City of Duarte for Professional Auditing Services. Below is the schedule of professional fees and expenses for the audit the City’s financial statements for the fiscal years ending June 30, 2025, 2026 and 2027, with the options to renew for fiscal years ending June 30, 2028, and 2029. This includes the total for services as described in the RFP.

Ryan Domino is the designated Engagement Partner who will serve as the primary point of contact for this proposal. He is authorized to make representations on behalf of our firm and can be reached directly by phone at (714) 592-1814 or by email at [email protected].

Please contact Ryan for any clarification or contract negotiations related to this proposal.

Sincerely,
Ryan Domino, CPA, Partner

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

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TOTAL ALL-INCLUSIVE MAXIMUM PRICE
* Price includes one (1) major program. Each additional program is $2,600. ** LSL charges a one-time onboarding fee equal to 10% of the basic audit fee for the first year. This is due to the anticipated 10% increase in audit hours necessary in the first year to perform initial audit procedures and set up the City's financial statements. This fee is not repeated in future years.

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DETAIL SCHEDULE OF PROFESSIONAL FEES AND EXPENSES FOR FISCAL YEAR 2024-25 REPORTING ONLY
Level of Staff Assigned and Number of Hours to be Assigned LSL’s Standard Hourly Billing Rates
Segment/Task
Partners/
Sr. Manager Supervisor
Senior/
Experienced
Staff Staff Clerical Total
City Audit
Interim test work 0 0 15 30 0 45
Year-End test work 0 0 45 90 0 135
Report/Review/Supervision 10 30 0 0 10 50
Subtotal 10 30 60 120 10 230
Single Audit *
Test work 0 0 10 20 0 30
Report/Review/Supervision 2 6 0 0 2 10
Subtotal 2 6 10 20 2 40
SCO Report
Test work 0 0 0 25 0 25
Report/Review/Supervision 0 5 0 0 0 5
Subtotal 0 5 0 25 0 30
Gann Limit
Test work 0 0 0 2 0 2
Report/Review/Supervision 0 1 1 0 1 3
Subtotal 0 1 1 2 1 5
TOTAL PROPOSED HOURS: 12 42 71 167 13 305
Hours proposed are for one (1) major program.

TOTAL PROPOSED HOURS
2024-25 2025-26 2026-27
Optional
2027-28
Optional
2028-29
Partner $390 $390 $390 $402 $415
Director $320 $320 $320 $330 $340
Senior Manager $290 $290 $290 $299 $308
Manager $250 $250 $250 $258 $266
Supervisor $210 $210 $210 $217 $224
Senior Accountant $190 $190 $190 $196 $202
Experienced Staff $160 $160 $160 $165 $170
Staff Accountant $140 $140 $140 $145 $150
Clerical $120 $120 $120 $124 $128
*The quoted fees above include a standard 3% increase year-over-year, beginning in the optional years.

Auditor's Standard Billing Rates

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ADDITIONAL PROFESSIONAL SERVICES
If it should become necessary for the City of Duarte to request LSL to render any additional services to either supplement the services requested in this RFP or to perform additional work as a result of the specific recommendations included in any report issued on this engagement, then such additional work shall be performed only if set forth in a written addendum to the contract between the City and LSL. Any such additional work agreed to between the City and LSL shall be performed at the same rates set forth in LSL’s Standard Hourly Rates provided in this cost bid.

MANNER OF PAYMENT
Progress payments will be made on the basis of hours of work completed during the course of the engagement and out-of-pocket expenses incurred in accordance with the firm's proposal.

Interim billings shall cover a period of not less than a calendar month. The final ten percent (10%) of the total all-inclusive maximum price will be paid upon delivery of the firm's final reports.

Benefits of Working with LSL
LSL is a multi-location firm with formidable resources that provides a personal feel and handson client experience.

ACCOUNTING TODAY REGIONAL LEADER
LSL CPAs has again been recognized as an Accounting Today Regional Leader in 2024. The list ranks the top CPA firms that have shown exceptional growth, embraced technology, and who ‘think outside the box’ when providing solutions.

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

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

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Appendix A – COI Evidence of Coverage

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Appendix B – Current List of Municipal Clients

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Appendix C – Engagement Team Resumes

Ryan Domino, CPA

ENGAGEMENT PARTNER

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

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

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

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

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

MEMBERSHIPS
AICPA, CalCPA, CSMFO, GFOA, GFOAT

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

LICENSES
Certified Public Accountant
California
Texas

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

Three Valleys Muni. Water District
United Water Conservation District
Yorba Linda Water District

1 Brandon Young, CPA

CONCURRING PARTNER

ACHIEVEMENTS
Brandon is an expert in Governmental Accounting and Auditing, with over 13 years of experience serving a wide range of clients. He is appointed to serve on the prestigious AICPA State and Local Government Expert Panel, with a three-year the term beginning in May of 2023, and also has served on the CalCPA Governmental Accounting and Auditing Committee since 2018.

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

EXPERIENCE
Brandon has performed all phases of governmental audits with numerous presentations to City Councils, Board of Supervisors, Board of Directors, and Audit Committees over the past thirteen years. He routinely presents at CSMFO, local chapter meetings and CalSACA on current accounting and auditing material. He also regularly teaches current audit and accountingrelated material at LSL training seminars, webinars, and client education workshops and training events.

His work has entailed:
 The preparation of the ACFR for entities involved in CSMFO and GFOA in the U.S.
 Audit review and technical assistance throughout the year to deliver the most up-to-date information with current GASB pronouncements  Presentation of audit results to Audit Committees or others charged with governance
 Risk assessment and evaluation of internal controls with COSO and Federal Green Book
 Single Audits in accordance with new Uniform Guidance

MEMBERSHIPS
AICPA, AICPA SLG Expert Panel CalCPA, CalCPA State GAA, CSMFO, GFOA

EDUCATION
Bachelor of Arts Degree in Accounting, Magna Cum Laude – Vanguard University

LICENSE
Certified Public Accountant
California

ENGAGEMENTS
City of Chula Vista
City of Citrus Heights
City of Dixon
City of Lodi
City of Galt
City of Livingston
City of Menlo Park
City of Newark
City of Pasadena
City of Pleasanton
City of Riverside
City of Roseville
City of Santa Monica
City of Shafter
Coachella Valley Water District
County of Placer
County of Nevada
County of Sutter
County of Yolo
East Bay Municipal Utility District
GDPUD
Inland Empire Utilities Agency
Monterey Peninsula Airport District
Orange County Water District
San Joaquin Council of Gov.

Santa Clarita Valley Water Agency
Union Sanitary District

Kelly Telford, CPA

CONSULTING PARTNER

ACHIEVEMENTS
Kelly has developed her expertise in accounting and auditing, financial forecasting, budget development, public utilities, investment management, grant management, human resources, and information technology. She has taught classes for GFOA and has presented at annual conferences for CSMFO and GFOA. She is a respected leader in public finance and known for being a change agent and thought leader in organizational strategy.

CONTINUING EDUCATION
130 total hours over the last three years, 104 of which were in governmental accounting and auditing subjects. Kelly meets the requirements of governmental CPE Government Auditing Standards.

EXPERIENCE
Kelly has 20 years of experience working both in and with government agencies including counties, cities, successor agencies, special districts, and native american tribes and tribal casinos. She served as a Director of Finance/City Treasurer for the cities of Seal Beach and Costa Mesa and has served as the Director of Financial Management for the Los Angeles County Community Development Agency. She has also been an auditor and consultant for 14 years specializing in the audits of government agencies.

Her work has entailed:
 Implementation of month-end and year-end close procedures for numerous organizations.
 The preparation of the ACFR for submission for the GFOA award.
 Implementation of new ERP systems, including PeopleSoft, Incode and QuickBooks.
 Audit review and technical assistance throughout the year to deliver the most up-to-date information with current GASB pronouncements
 Presentations to City Councils, Board of Supervisors, Boards of Directors, and Audit Committees
 Currently serves as a technical reviewer for the Government Finance Officers Association (GFOA) Certificate of Excellence in Financial Reporting and the Distinguished Budget
Presentation Award Program
 Serves on the CSMFO Professional Standards Committee

MEMBERSHIPS
AICPA, CalCPA, CSMFO, GFOA, TML (Texas Municipal League), GFOA-T (GFOA of Texas)

EDUCATION
Bachelor of Arts, Accounting – California State University, Fullerton

LICENSE
Certified Public Accountant:

California
Texas

CONSULTING

ENGAGEMENTS
City of Manteca, CA
City of Marfa, TX
City of Moses Lake, WA
City of Rancho Cucamonga, CA
City of Redondo Beach, CA
City of Tustin, CA
City of Winters, CA
County of Hidalgo, TX
County of San Bernardino, CA
Georgetown Divide Public Utilities
District, CA
Pomona Valley Transportation
Authority, CA
Puente Hills Habitat Preservation
Authority, CA
Yolo County Public Agency Risk
Management Insurance Auth., CA

AUDIT ENGAGEMENTS
City of Barstow
City of Downey
City of Inglewood
City of Irwindale
City of Lake Elsinore
City of Manhattan Beach
City of Palm Desert
City of Redondo Beach
City of Shafter
Mesa Water District
Ontario International Airport Auth.

Riley Greenlee, CPA

SENIOR MANAGER

ACHIEVEMENTS
Riley helps our clients prepare and implement their Annual Comprehensive Financial Report (ACFR) for the Government Finance Officers Association (GFOA) award. His background is in government and specializes in leveraging technology in accounting and cybercrime. Riley is certified by the AICPA in cybersecurity advisory services. Riley also serves as a technical review for the Government Finance Officers Association (GFOA).

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

EXPERIENCE
Riley has over 8 years of experience in governmental auditing including financial statement audits, preparation of Annual Comprehensive Financial Reports, Housing Successor compliance audits, TDA compliance audits, Single Audits, and various consulting and agreed-upon procedures projects.

Riley is a regular presenter for the firm’s webinars. Some of his presentations have covered accounting and auditing for: cash and investments, pensions, OPEB and treasury controls.

His work has entailed:
 Assisting in the preparation of the Annual Comprehensive Financial Report
 Assisting clients with obtaining the GFOA award of excellence for the first time.
 Presentation of audit results to Aduit Committees or other charged with governance.
 Planning the nature, timing, and extent of procedures involved in the audit process audits in accordance with the provisions of Government Auditing Standards and the provisions of the Single Audit Act and the Uniform Guidance
 Risk assessment and evaluation of internal controls with COSO and Federal Green Book.
 Assisting clients with the implementation of new GASB pronouncements including GASB 68, 75, 84, 87, 96 and 100.

MEMBERSHIPS
CalCPA, GFOA

EDUCATION
Bachelor of Arts Degree in Economics and Accounting –
University of California, Santa Barbara

LICENSE
Certified Public Accountant
California
AICPA Intermediate
Single Audit Certificate
AICPA Advanced
Single Audit Certificate

ENGAGEMENTS
City of Burbank
City of Santa Monica
City of Roseville
City of San Juan Capistrano
City of Inglewood
City of Monrovia
City of Dana Point
City of Palm Desert
City of Pasadena
City of Riverside
City of Orange
City of Cypress
City of Lompoc
City of Brea
City of Laguna Beach
San Bernardino Municipal Water
Department
Los Angeles County Development
Agency
Sacramento Transportation Authority
Orange County Fire Authority
Orange County Water District
Yorba Linda Water District
Mesa Water District

Chloe Zabrek

SUPERVISOR

ACHIEVEMENTS
Chloe is a skilled and dedicated senior auditor with a comprehensive understanding of all audit procedures and the ability to identify and resolve complex issues. As an experienced auditor, Chloe plays a crucial role in ensuring accuracy and compliance with both regulatory and professional standards, while focusing on the quality and effectiveness of the audit engagement.

CONTINUING EDUCATION
120 total hours over the last three years, 100 of which were in governmental accounting and auditing subjects. Chloe meets the requirements of governmental CPE Government Auditing Standards.

EXPERIENCE
With 5 years of experience in governmental auditing, Chloe has honed her expertise in all phases of government audits, including ACFR audits, housing authority audits, Transportation Development Act audits, Air Pollution Districts, State department audit, and Single Audits.

Her work has entailed:
• Assisting in the preparation of the Annual Comprehensive Financial Report (ACFR)
• Performing analytical and substantive audit procedures on account balances
• Planning the nature, timing and extent of procedures involved in the audit process
• Assisting clients with the preparation and review of GASB 68, 75, 87, and 96 journal entries
• Review of capital asset, debt service, federal and state award schedules

EDUCATION
Bachelor of Arts in Business Administration with an emphasis in Accounting – Seattle University
Master of Professional Accountancy – University of California, Davis

LICENSE
CPA: In-Progress

ENGAGEMENTS
County of Butte
County of El Dorado
City of Diamond Bar
City of Rancho Cucamonga
City of Redondo Beach
City of Roseville
City of San Juan Capistrano
City of Vallejo
South Coast Air Quality District
Engagements at CLA
County of Butte
County of Calaveras
County of El Dorado
County of Glenn
County of Humboldt
County of Kern
County of Lake
County of Mendocino
County of Monterey
County of Placer
County of San Bernadino
County of San Joaquin
County of San Luis Obispo
County of Shasta
County of Stanislaus
County of Tehama
County of Trinity
County of Yuba
City of Benicia
City of Porterville
City of Redding
California Housing Finance Agency
California Infrastructure and
Economic Development Bank
California Cannabis Authority
Eastern Sierra Transit Authority
Sacramento Law Library
San Luis Obispo APCD

AGENDA REPORT
MEETING DATE: March 25, 2025
TO: Mayor and Members of the City Council
FROM: Annette Juarez, City Clerk
SUBJECT: Adoption of a Records and Information Management Program Policy and Record Retention Schedule as the City of Duarte’s Official Records Management Program
RECOMMENDATION: It is recommended that the City Council adopt Resolution No. 25- 06 adopting a Records and Information Management Program Policy and Record Retention Policy
FISCAL IMPACT: There is no direct financial impact related to this item. ______________________________________________________________________________

BACKGROUND
The City has been working with Records Control Services, Inc. (RCS), a records management consultant, to create a City-wide records retention schedule (RRS) in order to be in compliance with all applicable legal retention periods and to provide records management training and best practice recommendations to staff in each department.

RCS has worked with staff to develop a proposed Records and Information Management Program Policy and revised Record Retention Schedules.

DISCUSSION/ANALYSIS
The retention of public records is in accordance with Government Code §7920.000 et seq., the California Public Records Act (CPRA), an act designed to allow the inspection and/or disclosure of public agency and government records to the public upon request.

The CPRA defines a public record as “any writing containing information relating to the conduct of the public's business prepared, owned, used, or retained by any state or local agency regardless of physical form or characteristics.” Although it provides an expansive definition of “writing,” it does not specify the retention period for public records. Instead, Government Code §34090 provides general retention periods for various categories of documents classified as public records.

At its June 9, 2009 meeting, the City Council adopted Resolution No. 09-R-18 adopting a RRS for the City’s Human Resources records and at its January 27, 2015, meeting, the City Council adopted Resolution No. 15-R-02 adopting a RRS for the City’s Finance Division’s records. However a RRS with retention requirements for other City departments has not been adopted.

Agenda Item: 13.B.

2 On March 21, 2023, the City contracted with Records Control Services, Inc. (RCS) to develop a Records Management Policy, and to create a City-wide Records Retention Schedule to accurately represent all types of records maintained in the City’s departments including Federal and State statutory retention requirements.

The project timeline was split into the following two phases. • Phase 1: RIM Policies/Procedures & Retention Schedules

1. Introduce the program to City staff and management.

2. Review and evaluate the City’s current retention schedules and records management related policies and procedures.

3. Submit and review a model Records Management Policy with the City Clerk, modify as needed.

4. Evaluate records storage and management systems:
a. Analyze active and inactive physical filing systems, access activities and quantities. b. Review physical file listings, taxonomy and/or classification guides, if any. c. Review electronic document repositories, as needed.
d. Create a uniform record series classification index by City function and group/division.

5. Develop records retention schedules:
a. Research governmental and regulatory body minimum required retention periods. b. Assign suggested retention periods and summary descriptions of legal citations to each listed record series in the uniform classification index. c. Submit to and review draft retention schedules with City staff. d. Integrate operating retention requirements and administrative retention decisions into schedules, where needed.
e. Add special series aspects to the retention schedules, where needed. f. Submit retention schedules to City staff for final review and approval. g. Review final draft retention schedules and policy suggestions with the City Clerk. h. Submit final draft retention schedules, in electronic format, for the City’s legal counsel to review.

6. Assist the City Clerk in creating a staff report for retention schedule approval by the City Council.
• Phase 2 – Retention Schedule Training

1. Develop a Records Retention Program reference guide for staff and management.

2. Review reference guide with the City Clerk, modify as needed.

3. Provide training sessions to staff.

The proposed schedule has been reviewed and approved by each of the Department Heads, the City Manager, City Attorney, and the City Clerk. The Records and Information Management Program Policy has been reviewed and approved by the City Manager, Assistant City Manager, City Attorney and the City Clerk.

3 The adoption of Resolution No. 25-06 would create the official City of Duarte Records Management Program and would rescind and supersede Resolution No. 09-R-18, which adopted the Human Resources RRS and Resolution No. 15-R-02, which adopted the Finance Division RRS.

RECOMMENDATION
It is recommended that the City Council adopt Resolution No. 25-06 adopting a Records and Information Management Program Policy and Record Retention Policy.

FISCAL IMPACT
There is no direct financial impact related to this item.

ATTACHMENT
A. Resolution No. 25-06 adopting a Records and Information Management Program Policy and Record Retention Policy
B. Records and Information Management Program Policy
C. Final Draft Retention Schedules
Fiscal Review: Reviewed and Approved:

Kristen Petersen Brian Villalobos
Assistant City Manager/ City Manager
Director of Administrative Services

RESOLUTION NO. 25-06

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF DUARTE

ADOPTING A RECORDS AND INFORMATION MANAGEMENT

PROGRAM POLICY AND RECORD RETENTION SCHEDULE AS THE
CITY OF DUARTE’S OFFICIAL RECORDS MANAGEMENT PROGRAM
WHEREAS, it is necessary for the efficient operation of the City to follow a procedure for the retention of City documents and other records, as well as follow a schedule for the destruction of obsolete records; and
WHEREAS, the adoption of a Records Retention Schedule facilitates the orderly and efficient transfer, retention, and disposition of records in a responsible and timely manner; and WHEREAS, the State of California and the Federal Government have specified time periods in which public records are required to be retained; and WHEREAS, California Government Code (GC) Section 34090 et. seq. sets forth certain legal requirements relating to the retention of certain municipal records and provides a procedure whereby City records that have served their purpose and are no longer required may be destroyed; and
WHEREAS, the City of Duarte did not have an official Records Management Program to facilitate the orderly and efficient transfer, retention, and disposition of records of the City of Duarte in a responsible and timely manner; and
WHEREAS, City staff finds that the current retention schedule does not accurately reflect all of the City’s records nor does it contain references to relevant government codes that govern the retention of specific records;
WHEREAS, the City hired Records Control Services, Inc., a firm specializing in government records management, which recommended inclusion of a policy as part of the Records Management Program and creation of a Retention Schedule and; WHEREAS, the City Attorney and City Clerk have reviewed and approved the proposed Records and Information Management Program Policy and revised Record Retention Schedules making up the City of Duarte’s proposed official Records Management Program; and WHEREAS, in accordance with provisions of GC Section 34090 et. seq., the City Council hereby acknowledges that the City Attorney’s signature on this Resolution constitutes written consent under GC Section 34090 et. seq. for the destruction of obsolete and unnecessary records and documents in accordance with the City of Duarte’s Record Management Program.

NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Duarte does declare the following:

SECTION 1. The Records and Information Management Program Policy (the “Policy”), attached hereto as Exhibit A, and the Record Retention Schedule (the “Retention Schedule”), attached hereto as Exhibit B, of this Resolution are hereby adopted together as the City of Duarte’s official Records Management Program (the “Program”).

SECTION 2. Amendments or updates to the Program, consisting of the Policy and Retention Schedules, shall be approved only by City Council resolution.

SECTION 3. The City Clerk or their designee shall have authority to amend the Policy and Retention Schedules from time to time in accordance with changes to State and Federal law that affect procedural requirements and retention periods of City records.

SECTION 4. In accordance with the Policy, the City Clerk or their designee is hereby authorized and shall have ongoing authority, without further approval by the City Council and with the consent of the City Attorney and City Manager, for destruction of City records based on the Retention Schedule.

SECTION 5. This Resolution shall become effective immediately upon adoption.

PASSED APPROVED AND ADOPTED this 25th day of March 2025. _________________________________
Cesar A. Garcia
Mayor
APPROVED AS TO FORM:
_______________________________
Thai Viet Phan
City Attorney
ATTEST:
_______________________________
Annette Juarez
City Clerk

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.

CITY OF DUARTE )
I, Annette Juarez, City Clerk of the City of Duarte, County of Los Angeles, State of California, hereby attest to the above signature and certify that Resolution No. 25-06 was adopted by the City Council of said City of Duarte at a regular meeting of said Council held on the 25th day of March 2025, by the following vote:

AYES:

NOES:

ABSTAIN:

ABSENT:
_______________________________
Annette Juarez
City Clerk

RECORDS AND INFORMATION

MANAGEMENT PROGRAM
POLICY

CITY OF DUARTE

RECORDS AND INFORMATION MANAGEMENT PROGRAM POLICY
2 1. PURPOSE
This Records and Information Management Program Policy (“Policy”) establishes comprehensive and uniform methods for the cost effective and efficient management of the City’s public records (including creation, utilization, maintenance, security, retention, storage, preservation, and destruction), in accordance with legal requirements and professional standards.

2. SCOPE
This Policy is established by the City in accordance with all relevant federal, state, and local laws, and contractual requirements. In particular, this Policy is established in accordance with the State Record Retention laws (Government Code §34090, et seq.) as well as the California Public Records Act (Government Code §7920, et seq.). Additionally, where relevant to the needs of the City’s management of records, the City has incorporated provisions from professional standards and guidelines. All physical hardcopy or electronic documents, sound, or video works created by employees while executing the City’s business are records under this policy regardless of whether they are managed in a formal process by the employee’s department or kept by an employee or their work unit for reference or any other purpose.

3. AUTHORITIES
The legal authorities and professional guidelines applicable to the management of City records include, but are not limited to, the following:

3.1. Federal and State Law Numerous Federal and State laws related to minimum record retention requirements and statutes of limitations apply to different types of records. Each record series listed in the Record Retention Schedules will have applicable laws cited.

3.2. Government Code §34090 et seq. The principal provisions of California law applicable to City Record Retention requirements are addressed in Government Code §34090, et seq., which generally require original public records to be retained for a minimum of two years and sets forth other requirements for the retention and destruction of specific public records. This Policy establishes the procedures consistent with the provisions within the state law for the destruction of original public records which have been retained for at least the minimum retention period and are no longer required by the City for business or historical purposes. The Policy also addresses the destruction of records which have been replaced by “Trusted Copies” (GC §34090.5) and the destruction of “Duplicate Copies” (GC §34090.7). Per subsections of the code, the state law provisions do not authorize the destruction of:
a. Records affecting title to real property or liens thereon b. Court records
c. Records required to be kept by statute
d. Records less than two years old
e. The minutes, ordinances, or resolutions of the legislative body or of a city board, agency or commission

3.3. Government Code §6200 et seq. Except as otherwise provided by Government Code §34090 et seq. provides that any City employee who is found guilty of willfully destroying (including altering, falsifying, mutilating, defacing, or stealing, in whole or in part) a public record may be punished by imprisonment of up to four years.

3.4. Government Code §7920 et seq. The California Public Records Act (Government Code §7920 et seq.) provides definitions for “writings” and “public records” for the purpose of determining which public documents are required to be disclosed to the public upon request and which public documents are confidential or otherwise exempt from disclosure.

CITY OF DUARTE

RECORDS AND INFORMATION MANAGEMENT PROGRAM POLICY
3 3.5. Professional Standards and Suggested Retention Guidelines Selected professional associations and other governmental agencies, such as the California Secretary of State, the Department of Justice, and the City Clerk’s Association of California, have published standards, model retention guidelines, and/or articles recommending retention periods for different types of records. Although these standards and guidelines are not binding upon the City, the City will take these documents into consideration in establishing the City’s Record Retention Schedules and, where applicable, the City will identify deviations from these suggested guidelines within the Record Retention Schedules.

3.6. 2 CCR §22620 et seq. The State of California provides requirements and guidelines for Trustworthy Electronic Document or Record Preservation. This includes requirements for electronic document format, such as PDF/A, system backups, file compression, security, and policies and procedures for retaining official documents or records created or acquired using a trusted system.

3.7. Government Code §12168.7 In addition to the State’s Trustworthy Electronic Document or Record Preservation requirements, the State sets standards for “trusted systems” to acquire electronic documents when the City collaborates with State agencies. These standards define what a trusted system is and how records must be preserved using trusted systems, including cloud computing services for records storage.

4. DEFINITIONS

4.1 Active Records: Records referenced and readily accessible in the general conduct of current City business.

4.2 Annual Destruction: Time period during the month of January of each year when the City Clerk’s Office coordinates with Records Coordinators to destroy records pursuant to the requirements of the Program and the Record Retention Schedules. Beyond this time, Records may also be destroyed by Records Coordinators according to the Record Retention Schedules and this Policy at any point after designated as obsolete if the records are not maintained more than 1 year beyond the date the record is eligible for destruction.

4.3 Citation(s): “Citations” listed in the Record Retention Schedules are the legal bases for a minimum retention period, as required by federal, state, regional and/or local governmental agencies.

4.4 Confidential Record: There are many sources of legal authority that define a “Confidential Record” including, but not limited to, the California Public Records Act, Government Code §7920 through §7931. Therefore, it would be impractical to list all definitions of a “Confidential Record” within this Policy. If there is any question as to whether a record is a Confidential Record, staff should consult with the City Clerk and/or City Attorney prior to disclosure.

In general, a “Confidential Record” is any record not disclosed to the public unless directed by court order. Examples of a “Confidential Record” may include, but are not limited to, the following:
a. Personnel records:

Examples include any personnel, medical or similar files, the disclosure of which would cause an unwarranted invasion of personal privacy.
b. Pending litigation or claims:

In general, Government Code §7927.200 provides that when litigation or a claim is filed against the City, the records pertaining to the litigation or claim are exempt from public disclosure until the litigation or claim has been adjudicated or settled. c. Attorney/client privilege and attorney work product:

It should be presumed that all communications from the City Attorney’s office on behalf of the City are subject to attorney/client privilege, and the communications should be protected accordingly.

CITY OF DUARTE

RECORDS AND INFORMATION MANAGEMENT PROGRAM POLICY
4 d. Police records and investigative reports:

Examples include, but are not limited to, a wide variety of records such as:
● Police investigations, intelligence, analysis, and conclusions ● Information that may endanger the safety of any person ● Juvenile records
● Active case files
e. Feasibility studies for property acquisition or public contracts:

Unless required to be disclosed by eminent domain law, feasibility studies relative to the acquisition of property, or to prospective public supply and construction contracts, are not disclosed until all the property has been acquired or until the contract or agreement has been executed.

Proprietary information obtained by the City:

Proprietary information will not be disclosed if any of the following apply:
a. The outside party providing the information submits the information with the expressed intention to maintain the confidence.
b. The information has not previously been disclosed to others. c. The outside party has a reasonable expectation that the information will be maintained in confidence based upon how the City obtained the information.

Examples include, but are not limited to, financial information or computer source code submitted as a condition of a license, permit or certificate.
f. State Board of Equalization data:

The City may collect and store confidential information about taxpayers and send this information to the California State Board of Equalization (Board). The City and the Board have a responsibility under the law to protect this information from unauthorized access, use, and disclosure.

Taxpayers may authorize the transmission of confidential information via e-mail by providing written authorization to the City or to the Board. If authorization is provided, the confidential information will only be sent to individuals who have a legitimate business need to view the information (the taxpayer and/or their representative).

In addition, the City also receives information from the Board that is confidential information regarding the sales tax generated by specific businesses in the City of Duarte that, under State law, is confidential.

Public Interest Balancing Test
If a writing does not fit a specific category of exemption, the writing may still be exempt if it meets the Public Interest Balancing Test. According to Government Code §7922, “The agency shall justify withholding any record by demonstrating that the record in question is exempt under express provisions of [the Public Records Act] or that on the facts of the particular case the public interest served by not disclosing the record clearly outweighs the public interest served by disclosure of the record.” Since there is a significant body of case law analyzing this balancing test, City staff must consult with the City Attorney’s office when determining whether a record may be disclosed upon request.

4.5 Databases: “Databases” consist of electronic files and fields of data, which manage and store information useful to the department or division. “Databases” are modified over time through the addition, deletion, or modification of data. “Databases” may be maintained by the City or hosted by outside sources. The specific policy regarding databases can be found in Section 6.1.6.

CITY OF DUARTE

RECORDS AND INFORMATION MANAGEMENT PROGRAM POLICY
5 4.6 Duplicate Copy: A record that is a copy of an Official Record if the copy is not within the definition of a “Trusted Copy.” In addition to hard copies of Official Records, “Duplicate Copies” also include, but are not limited to, database backups or other copies of electronic records.

4.7 Electronic Mail (E-mail): Messages and communications transmitted over internal and external networks are considered “Electronic Mail.” The City considers “Electronic Mail” a transitory record, and the City’s policy on “Electronic Mail” is addressed in Section 6.1.5 and referenced by resolution.

4.8 Electronic Records: Records that contain information readable by machine or computer, and which may include information such as text, numbers, graphs, line drawings, pictures, images, video or sound are considered “Electronic Records.” Examples of “Electronic Records” include, but are not limited to, the following:
● Audio or video recordings
● Databases
● Digital images
● Presentation graphics
● Word processing files
● Spreadsheet files
“Electronic Records” reside on, but are not limited to, media such as magnetic disks or tapes, audio or video cassettes, optical disks, DVDs, CDs, hard drives, or memory sticks.

4.9 Historical Records: Records valuable to future researchers that document accomplishments, changes, and growth of the City.

4.10 Inactive Records: Records that are no longer referenced, nor required to be readily accessible, in the general conduct of current City business. Such records may be stored at an off-site storage location or within the work area during their required retention period.

4.11 Indexes and Metadata: Information supporting a record that is unique and distinguishes one record from another. “Indexes” and “Metadata” may include, but are not limited to, record titles, record series codes, sequential identification numbers, dates, Office of Record, project number, account number, or other source information describing the record’s contents. Such information, in and of itself, does not constitute a record.

4.12 Litigation Hold: A temporary hold on destruction of any documents potentially relevant to reasonably anticipated, pending or threatened litigation.

4.13 Media: The physical format in which a record is maintained including, but not limited to, paper, photographic, micrographic, computer storage, and any other recording or storage method.

4.14 Non-record Writing: Any writing which is not within the definition of a Record. Examples of “Nonrecord Writings” include writings that are not directly related to the conduct of the City’s business and/or are used specifically for reference including, but not limited to, textbooks, brochures, catalogs, or seminar announcements.

4.15 Official Record: An “Official Record” is the original record or “Trusted Copy” having the legally recognized and enforceable quality of any writing containing information related to the conduct of the City’s business.

4.16 Office of Record (OOR): The department within the City that is responsible for maintaining a particular record series in accordance with this Policy and the Record Retention Schedules is considered the “Office of Record”. The Record Retention Schedules identify the “OOR” for each record series. Typically, the “OOR” is the department that originates the record. Exceptions may be noted on the Record Retention Schedules.

4.17 Permanent Records: Records that are required to be kept in perpetuity, usually identified by statute or other written guidance. Examples include, but are not limited to, original minutes, ordinances, resolutions, and land grant deeds.

CITY OF DUARTE

RECORDS AND INFORMATION MANAGEMENT PROGRAM POLICY
6 4.18 Record: For retention purposes, a Record includes any writing containing information relating to the conduct of the business prepared, owned, used, or retained by the organization regardless of physical form or characteristics. Records include the subsets of trusted copies, confidential records, vital records, historical records, active records, inactive records, electronic records and transitory records, as defined within this Policy.

4.19 Record Inventory: An inventory of a department’s records where the following information is recorded:
● The type of record (record series)
● The date range of the records
● The volume of the records
● The format of the record (paper, microfilm or electronic) An inventory helps build and maintain the Record Retention Schedules.

4.20 Record Retention Schedules: “Record Retention Schedules” list all record series which are prepared, owned, used, or retained by the City, and identify the required retention period for each record series.

The “Record Retention Schedules,” and any amendments or updates, are approved by City Council resolution.

4.21 Record Series: A set of records which are created, stored and maintained together. “Record Series” are used as a method to organize records by function and/or document type within the City. Examples of different “Record Series” include, but are not limited to, the following:
● Contracts
● Purchase Orders
● Resolutions
● Minutes of official meetings
● Timecards
● Financial Statements

4.22 Records Center: A designated area for the storage of inactive records, which is well-organized to allow for efficient retrieval of records as needed from the department. Departments shall maintain custody and control over their records and ensure prompt and efficient handling and destruction of records pursuant to the Record Retention Schedules.

4.23 Records Coordinators: Designated staff within each department or division that are intimately familiar with records maintained in their department or division. The person is the main point of contact between the City Clerk’s Office and staff regarding the City’s Records Management Program and this Policy as it relates to records in their department or division.

4.24 Retention Period: A “Retention Period” is the length of time that a particular record is retained by the City before it is disposed of in accordance with this Policy. The “Retention Periods” for City records are identified on the Record Retention Schedules.

4.25 Transitory Records: A writing with only transitory (short-lived) value since the information is used for a relatively short period of time. Examples include, but are not limited to, the following documents that are not retained in the ordinary course of business:
● Preliminary drafts
● Notes
● Interagency/intra-agency memoranda
● Voicemail
● Handheld recorders