February 18, 2025 Dublin City Council Regular Meeting Agenda 1
COUNCILMEMBERS PETER W. SNYDER
Dr. Sherry Hu, Mayor Council Chamber
Kashef Qaadri, Vice Mayor Dublin Civic Center
Jean Josey, Councilmember 100 Civic Plaza
Michael McCorriston, Councilmember Dublin, CA 94568
John Morada, Councilmember www.dublin.ca.gov
Regular Meeting of the
DUBLIN CITY COUNCIL
Tuesday, February 18, 2025 Location: Peter W. Snyder Council Chamber
100 Civic Plaza
Dublin, CA 94568
REGULAR MEETING 7:00 PM
Additional Meeting Procedures
This City Council meeting will be broadcast live on Comcast T.V. channel 28 beginning at 7:00 p.m. This meeting will also be livestreamed at www.tv30.org and on the City’s website at: https://dublin.ca.gov/ccmeetings
For the convenience of the City and as a courtesy to the public, members of the public who wish to offer comments electronically have the option of giving public comment via Zoom, subject to the following procedures:
□ Fill out an online speaker slip available at www.dublin.ca.gov. The speaker slip will be made available at 10:00 a.m. on Tuesday, February 18, 2025. Upon submission, you will receive Zoom link information from the City Clerk.
Speakers slips will be accepted until the staff presentation ends, or until the public comment period on non-agenda items is closed.
□ Once connected to the Zoom platform using the Zoom link information from the City Clerk, the public speaker will be added to the Zoom webinar as an attendee and muted. The speaker will be able to observe the meeting from the Zoom platform.
□ When the agenda item upon which the individual would like to comment is addressed, the City Clerk will announce the speaker in the meeting when it is their time to give public comment. The speaker will then be unmuted to give public comment via Zoom.
1 February 18, 2025 Dublin City Council Regular Meeting Agenda 2
□ Technical difficulties may occur that make the option unavailable, and, in such event, the meeting will continue despite the inability to provide the option.
1. CALL TO ORDER
2. PLEDGE OF ALLEGIANCE
3. PRESENTATIONS AND PROCLAMATIONS
3.1 Ramadan Proclamation
The City Council will present a proclamation for Ramadan.
STAFF RECOMMENDATION:
Present the proclamation.
Staff Report
Attachment 1 - Ramadan Proclamation
3.2 Black History Month Proclamation
The City Council will present a proclamation for Black History Month.
STAFF RECOMMENDATION:
Present the proclamation.
Staff Report
Attachment 1 - Black History Month Proclamation
3.3 March for Meals Month Proclamation
The City Council will present a proclamation for March for Meals Month.
STAFF RECOMMENDATION:
Present the proclamation.
Staff Report
Attachment 1 - March for Meals Month Proclamation
3.4 Recognition of Dashrath Sankhe Cricket Academy Players The City Council will recognize the Dashrath Sankhe Cricket Academy players on their awards and achievements.
STAFF RECOMMENDATION:
Present the certificates.
Staff Report
Attachment 1 - Maya Kumar
Attachment 2 - Shreyak Porecha
Attachment 3 - Chirag Routray
Attachment 4 - Sharvik Shah
Attachment 5 - Sidhant Singh
Attachment 6 - Varun Yerrapragada
Attachment 7 - Vihan Yerrapragada
3.5 Employee Introduction
2 February 18, 2025 Dublin City Council Regular Meeting Agenda 3
New City of Dublin Staff member, Miranda Kinsley, Office Assistant II with Parks and Community Services, will be introduced.
STAFF RECOMMENDATION:
Welcome the new City of Dublin Staff member.
Staff Report
4. PUBLIC COMMENT
At this time, the public is permitted to address the City Council on non-agendized items.
Please step to the podium and clearly state your name for the record. COMMENTS SHOULD NOT EXCEED THREE (3) MINUTES. In accordance with State Law, no action or discussion may take place on any item not appearing on the posted agenda. The Council may respond to statements made or questions asked, or may request Staff to report back at a future meeting concerning the matter. Any member of the public may contact the City Clerk’s Office related to the proper procedure to place an item on a future City Council agenda. The exceptions under which the City Council MAY discuss and/or take action on items not appearing on the agenda are contained in Government Code Section 54954.2(b)(1)(2)(3).
5. CONSENT CALENDAR
Consent Calendar items are typically non-controversial in nature and are considered for approval by the City Council with one single action. Members of the audience, Staff or the City Council who would like an item removed from the Consent Calendar for purposes of public input may request the Mayor to remove the item.
5.1 Approval of February 4, 2025 Regular City Council Meeting Minutes and February 6, 2025 Special City Council Meeting Minutes
The City Council will consider approval of the minutes of the February 4, 2025 Regular City Council Meeting and February 6, 2025 Special City Council Meeting.
STAFF RECOMMENDATION:
Approve the minutes of the February 4, 2025 Regular City Council Meeting and February 6, 2025 Special City Council Meeting.
Staff Report
Attachment 1 - February 4, 2025 Regular City Council Meeting Minutes Attachment 2 - February 6, 2025 Special City Council Meeting Minutes
5.2 Contractor Services Agreement with Hinderliter de Llamas & Associates (HdL) for Business License Software and Administration Services
The City Council will consider approving a Contractor Services Agreement Between the City of Dublin and Hinderliter de Llamas & Associates (HdL) for Business License Software and Administration Services.
STAFF RECOMMENDATION:
Adopt the Resolution Approving a Contractor Services Agreement Between the City of Dublin and Hinderliter de Llamas & Associates (HdL) for Business License Software and Administration Services.
Staff Report
3 February 18, 2025 Dublin City Council Regular Meeting Agenda 4
Attachment 1 - Resolution Approving a Contractor Services Agreement Between the City of Dublin and Hinderlinter Llamas & Associates for Business License Software and Administration Services Administration Services
Attachment 2 - Exhibit A to the Resolution - Contractor Services Agreement Between the City of Dublin and Hinderliter de Llamas & Associates (HdL) for Business License Software and Administration Services
5.3 City Treasurer's Informational Report of Investments for the Quarter Ending December 31, 2024
The City Council will receive an informational report on the City’s investments through the quarter ending December 31, 2024 including a monthly transaction ledger. The City’s investment portfolio for this period totaled $464,941,399 (market value) with an average market yield of 4.53%. As required by the City’s Investment Policy, the City Treasurer (Finance Director) affirms that the City is able to meet its expenditure requirements for the next six months.
STAFF RECOMMENDATION:
Receive the report.
Staff Report
Attachment 1 - City of Dublin Investment Report for Period Ending December 31, 2024 Attachment 2 - Transaction Ledger - October through December 2024
5.4 Agreement for Long Term Encroachment for Landscape Features with Regional Street Housing
The City Council will consider approving an Agreement for Long Term Encroachment for Landscape Features with Regional Street Housing at 7750 St. Patrick Way.
STAFF RECOMMENDATION:
Adopt the Resolution Approving the Agreement for Long Term Encroachment for Landscape Features with Regional Street Housing.
Staff Report
Attachment 1 - Resolution Approving the Agreement for Long Term Encroachment for Landscape Features with Regional Street Housing
Attachment 2 - Exhibit A to Resolution - Agreement for Long Term Encroachment for Landscape Features with Regional Street Housing at 7750 St. Patrick Way (formerly 6543 Regional Street)
5.5 Mayor’s Appointment to the Planning Commission Unscheduled Vacancy The City Council will consider the Mayor’s appointment to fill an unscheduled vacancy on the Planning Commission.
STAFF RECOMMENDATION:
Confirm the Mayor’s appointment of Matthew Aini to the Planning Commission for the remainder of a term ending December 2026.
Staff Report
Attachment 1 - Planning Commission Applications
5.6 Payment Issuance Report and Electronic Funds Transfers 4 February 18, 2025 Dublin City Council Regular Meeting Agenda 5
The City Council will receive a listing of payments issued from December 1, 2024 – December 31, 2024, totaling $11,249,725.77 and January 1, 2025 - January 31, 2025, totaling $21,660,873.84.
STAFF RECOMMENDATION:
Receive the report.
Staff Report
Attachment 1 - Payment Issuance Report for December 2024 Attachment 2 - Payment Issuance Report for January 2025
6. PUBLIC HEARING – None.
7. UNFINISHED BUSINESS
7.1 Two-Year Strategic Plan: Biannual Progress Report
The City Council will receive a biannual progress report on the City’s Two-Year Strategic Plan in a newly designed format, along with key highlights from the first six months of Fiscal Year 2024-25.
STAFF RECOMMENDATION:
Receive the report.
Staff Report
Attachment 1 - FY 2024-2026 Strategic Plan Biannual Progress Report
Item 7.1 PowerPoint Presentation
8. NEW BUSINESS
8.1 Report on City-Hosted Events and Proposed Event Space Grant Program The City Council will receive a report on special events currently provided by the Parks and Community Services Department, and the potential for the City to provide the opportunity to recognize and support additional, culturally significant holidays and events on an ongoing basis through an Event Space Grant Program.
STAFF RECOMMENDATION:
Receive the report and provide direction.
Staff Report
Item 8.1 PowerPoint Presentation
8.2 Fiscal Year 2024-25 2nd Quarter Financial Review
The City Council will receive a financial report through the second quarter of Fiscal Year 2024-25 and consider amendments via a budget change.
STAFF RECOMMENDATION:
Receive the report and approve the budget change.
Staff Report
Attachment 1 - General Fund Summary Q2 FY 2024-25
Attachment 2 - General Fund Reserves Summary Q2 FY 2024-25 Attachment 3 - General Fund Transfers Out Q2 FY 2024-25 Attachment 4 - Budget Change Q2 FY 2024-25
Item 8.2 PowerPoint Presentation
5 February 18, 2025 Dublin City Council Regular Meeting Agenda 6
9. CITY MANAGER AND CITY COUNCIL REPORTS
Brief information only reports from City Council and/or Staff, including committee reports and reports by City Council related to meetings attended at City expense (AB1234).
10. ADJOURNMENT
This AGENDA is posted in accordance with Government Code Section 54954.2(a)
If requested, pursuant to Government Code Section 54953.2, this agenda shall be made available in appropriate alternative formats to persons with a disability, as required by Section 202 of the Americans with Disabilities Act of 1990 (42 U.S.C. Section 12132) (ADA), and the federal rules and regulations adopted in implementation thereof. To make a request for disability-related modification or accommodation, please contact the City Clerk’s Office (925) 833-6650 at least 72 hours in advance of the meeting. Upon receiving a request, the City will swiftly resolve requests for reasonable accommodation for individuals with disabilities, consistent with the federal ADA, and resolve any doubt in favor of accessibility.
Agenda materials that become available within 72 hours in advance of the meeting, and after publishing of the agenda, will be available at Civic Center, 100 Civic Plaza, and will be posted on the City’s website at www.dublin.ca.gov/ccmeetings.
Mission
The City of Dublin promotes and supports a high quality of life, ensures a safe, secure, and sustainable environment, fosters new opportunities, and champions a culture of equity, diversity, and inclusion.
6 STAFF REPORT
CITY COUNCIL
Agenda Item 3.1
DATE: February 18, 2025
TO: Honorable Mayor and City Councilmembers
FROM: Colleen Tribby, City Manager
SUBJECT: Ramadan Proclamation
Prepared by: Marissa Clevenger, Administrative Technician EXECUTIVE SUMMARY:
The City Council will present a proclamation for Ramadan.
STAFF RECOMMENDATION:
Present the proclamation.
FINANCIAL IMPACT:
None.
DESCRIPTION:
Ramadan is the ninth month of the Muslim lunar calendar year and is the annual holy month of fasting and spiritual renewal. It is a time to reflect spiritually, build community, aid those in need, spend time with friends and family, and celebrate and express gratitude.
STRATEGIC PLAN INITIATIVE:
None.
NOTICING REQUIREMENTS/PUBLIC OUTREACH:
The City Council Agenda was posted.
ATTACHMENTS:
1) Ramadan Proclamation
7 A PROCLAMATION OF THE CITY COUNCIL
CITY OF DUBLIN, CALIFORNIA
“Ramadan”
WHEREAS, Islam is one of the world’s major religions and part of our shared human heritage; and WHEREAS, the Dublin Muslim community is highly diverse, with ethnic and cultural backgrounds from around the globe; and WHEREAS, Muslims have contributed to social movements throughout the history of the United States to work toward justice, civil rights, and fair inclusion for all; and
WHEREAS, the Muslim residents of Dublin, with their hard work and contributions to medicine, science, information technology, education, law enforcement, military, and many other fields, have benefited from and enriched Dublin’s open, tolerant, and economically vibrant environment; and WHEREAS, Ramadan is the ninth month of the Muslim lunar calendar year and is the annual holy month of fasting to gain discipline, self-restraint, and a greater incentive to do good and avoid wrong; and WHEREAS, Ramadan is a time to reflect spiritually, build community, aid those in need, spend time with friends and family, and celebrate and express gratitude; and
WHEREAS, the end of Ramadan is commemorated by the Eid al-Fitr festival of breaking the fast, a joyous occasion marked by sharing sweets, gifts, and good tidings with family, friends, and neighbors.
NOW, THEREFORE, BE IT RESOLVED that the City of Dublin does hereby acknowledge the onset of Ramadan at dusk on March 1, 2025, and expresses its deepest respect to Muslims across our city and throughout the world on this significant occasion.
DATED: February 18, 2025
Mayor Sherry Hu Vice Mayor Kashef Qaadri
_______ __________________
Councilmember Jean Josey Councilmember Michael McCorriston Councilmember John Morada Attachment 1
8 STAFF REPORT
CITY COUNCIL
Agenda Item 3.2
DATE: February 18, 2025
TO: Honorable Mayor and City Councilmembers
FROM: Colleen Tribby, City Manager
SUBJECT: Black History Month Proclamation
Prepared by: Marissa Clevenger, Administrative Technician EXECUTIVE SUMMARY:
The City Council will present a proclamation for Black History Month.
STAFF RECOMMENDATION:
Present the proclamation.
FINANCIAL IMPACT:
None.
DESCRIPTION:
February is recognized as Black History Month, a time to honor the history, culture, and contributions of Black people. Black History Month celebrates the contributions of Black people throughout U.S. history, from those enslaved in the early 17th century to the leaders, innovators, and community builders of today.
With this proclamation, the City Council recognizes the contributions of Black people in the Dublin community and beyond, calls for unity and inclusiveness, and declares February 2025 as Black History Month in the City of Dublin.
STRATEGIC PLAN INITIATIVE:
None.
9
NOTICING REQUIREMENTS/PUBLIC OUTREACH:
The City Council Agenda was posted.
ATTACHMENTS:
1) Black History Month Proclamation
10 Attachment 1
A PROCLAMATION OF THE CITY COUNCIL
CITY OF DUBLIN, CALIFORNIA
“Black History Month”
WHEREAS, during Black History Month we celebrate the contributions Black people have made to American economic, cultural, spiritual, and political development; and
WHEREAS, as stated in its mission statement, the City of Dublin “… champions a culture of equity, diversity, and inclusion”; and WHEREAS, Dr. Carter Goodwin Woodson, noted Black scholar and son of former slaves, initiated Black History Week on February 12, 1926, and for many years, the second week of February, chosen to coincide with the birthdays of Frederick Douglas and Abraham Lincoln, was celebrated by Black people in the United States; and
WHEREAS, in 1976, as part of the nation’s bicentennial, Black History Week was expanded and became Black History Month, and is now celebrated all over North America; and
WHEREAS, the City of Dublin understands that Black people have endured egregious discrimination and bigotry throughout the course of our nation’s history; and
WHEREAS, Black History Month celebrates the contributions of Black Americans throughout the history of the United States, from those enslaved in the early 17th century to the leaders, innovators, and community builders of today; and WHEREAS, Black History Month is a positive way of recognizing the culture and history of Black people as vital to the core beliefs and values of the City of Dublin.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin does hereby proclaim February 2025 as Black History Month in the City of Dublin and encourages all citizens to celebrate our diverse heritage and culture.
DATED: February 18, 2025
Mayor Sherry Hu Vice Mayor Kashef Qaadri
_______ __________________
Councilmember Jean Josey Councilmember Michael McCorriston Councilmember John Morada 11 STAFF REPORT
CITY COUNCIL
Agenda Item 3.3
DATE: February 18, 2025
TO: Honorable Mayor and City Councilmembers
FROM: Colleen Tribby, City Manager
SUBJECT: March for Meals Month Proclamation
Prepared by: Marissa Clevenger, Administrative Technician EXECUTIVE SUMMARY:
The City Council will present a proclamation for March for Meals Month.
STAFF RECOMMENDATION:
Present the proclamation.
FINANCIAL IMPACT:
None.
DESCRIPTION:
Each March, Meals on Wheels celebrates the historic day in 1972 when a national nutrition program for seniors was added to the Older Americans Act. This legislation supported the rapid growth of the Meals on Wheels network that now collectively serves 2.8 million seniors each year.
The Spectrum Community Services’ Meals on Wheels program in Dublin provides nutritious meals to seniors throughout the City that help them maintain their health and independence.
STRATEGIC PLAN INITIATIVE:
None.
NOTICING REQUIREMENTS/PUBLIC OUTREACH:
The City Council Agenda was posted.
12
ATTACHMENTS:
1) March for Meals Month Proclamation
13 A PROCLAMATION OF THE CITY COUNCIL
CITY OF DUBLIN, CALIFORNIA
“March for Meals Month”
WHEREAS, on March 22, 1972, President Richard Nixon signed into law a provision that amended the Older Americans Act of 1965 , which created a national nutrition program to support seniors aged 60 years and older; and WHEREAS, Meals on Wheels America established the March for Meals campaign in March 2002 to recognize the historic month and the importance of the Older Americans Act Nutrition Programs, and to raise awareness about the escalating problem of senior hunger in America; and WHEREAS, Meals on Wheels America established the #EndTheWait campaign in 2025 in observance of March for Meals and to celebrate 23 years of support of programs that deliver vital and critical services by donating, volunteering, and raising awareness about senior hunger and isolation; and WHEREAS, Spectrum Community Services’ Meals on Wheels programin Dublin has served our community admirably for over 30 years; and WHEREAS, volunteers for Spectrum Community Services’ Meals on Wheels Program are the backbone of the program, serving 1,358 total hours each year in Dublin delivering nutritious meals to seniors and individuals with disabilities who are at significant risk of hunger and isolation, and showing care for and attention to their welfare; and
WHEREAS, last year, Spectrum Community Services delivered 13,343 nutritious meals t o more than 105 homebound seniors throughout the City of Dublin allowing those seniors to remain residing in their own homes and aging with dignity; and WHEREAS, the Meals on Wheels program deserves recognition for the contributions it has made, and will continue to make, to local communities, as well as to our state and our nation.
NOW, THEREFORE, BE IT RESOLVED that the Dublin City Council does hereby proclaim March 202 5 as the 23rd annual March for Meals Month and urges every resident to take this month to #EndTheWait, honor the Meals on Wheels of Alameda County programs, the seniors they serve , and the volunteers who care for them.
DATED: February 18, 2025
Mayor Sherry Hu Vice Mayor Kashef Qaadri
_______ __________________
Councilmember Jean Josey Councilmember Michael McCorriston Councilmember John Morada Attachment 1
14 STAFF REPORT
CITY COUNCIL
Agenda Item 3.4
DATE: February 18, 2025
TO: Honorable Mayor and City Councilmembers
FROM: Colleen Tribby, City Manager
SUBJECT:
Recognition of the Dashrath Sankhe Cricket Academy Players Prepared by: Cierra Fabrigas, Executive Aide
EXECUTIVE SUMMARY:
The City Council will recognize the Dashrath Sankhe Cricket Academy players on their awards and achievements.
STAFF RECOMMENDATION:
Present the certificates.
FINANCIAL IMPACT:
None.
DESCRIPTION:
The Dashrath Sankhe Cricket Academy provides high quality, structured cricket coaching for youth in the Bay Area. The Dashrath Sankhe Cricket Academy Club in Dublin participated in youth cricket and showed extraordinary performance and true sportsmanship.
STRATEGIC PLAN INITIATIVE:
None.
NOTICING REQUIREMENTS/PUBLIC OUTREACH:
The City Council Agenda was posted.
15
ATTACHMENTS:
1) Certificate of Recognition – Maya Kumar
2) Certificate of Recognition – Shreyak Porecha
3) Certificate of Recognition – Chirag Routray
4) Certificate of Recognition – Sharvik Shah
5) Certificate of Recognition – Sidhant Singh
6) Certificate of Recognition – Varun Yerrapragada
7) Certificate of Recognition – Vihan Yerrapragada
16 Attachment 1
CERTIFICATE OF RECOGNITION
Presented to the
MAYA KUMAR
In recognition of your “Extraordinary Performance” and honors in the Orange County tournament as a member of the DSCA Cricket Academy.
Presented by the
City Council of the City of Dublin
February 18, 2025
Mayor Sherry Hu Vice Mayor Kashef Qaadri
_______ __________________
Councilmember Jean Josey Councilmember Michael McCorriston Councilmember John Morada 17 Attachment 2
CERTIFICATE OF RECOGNITION
Presented to the
SHREYAK PORECHA
In recognition of your “Quickest Century” honors in the PSD tournament as a member of the DSCA Cricket Academy.
Presented by the
City Council of the City of Dublin
February 18, 2025
Mayor Sherry Hu Vice Mayor Kashef Qaadri
_______ __________________
Councilmember Jean Josey Councilmember Michael McCorriston Councilmember John Morada 18 Attachment 3
CERTIFICATE OF RECOGNITION
Presented to the
CHIRAG ROUTRAY
In recognition of your “Youngest Batting Talent” honors as a member of the DSCA Cricket Academy.
Presented by the
City Council of the City of Dublin
February 18, 2025
Mayor Sherry Hu Vice Mayor Kashef Qaadri
_______ __________________
Councilmember Jean Josey Councilmember Michael McCorriston Councilmember John Morada 19 Attachment 4
CERTIFICATE OF RECOGNITION
Presented to the
SHARVIK SHAH
In recognition of your “3 Wicket” honors in the final PSD tournament as a member of the DSCA Cricket Academy.
Presented by the
City Council of the City of Dublin
February 18, 2025
Mayor Sherry Hu Vice Mayor Kashef Qaadri
_______ __________________
Councilmember Jean Josey Councilmember Michael McCorriston Councilmember John Morada 20 Attachment 6
CERTIFICATE OF RECOGNITION
Presented to the
SIDHANT SINGH
In recognition of your “Man of the Match” honors in the PSD tournament as a member of the DSCA Cricket Academy.
Presented by the
City Council of the City of Dublin
February 18, 2025
Mayor Sherry Hu Vice Mayor Kashef Qaadri
_______ __________________
Councilmember Jean Josey Councilmember Michael McCorriston Councilmember John Morada 21 Attachment 6
CERTIFICATE OF RECOGNITION
Presented to the
VARUN YERRAPRAGADA
In recognition of your “Man of the Match 99 Not Out” honors in the PSD Thanksgiving tournament as a member of the DSCA Cricket Academy.
Presented by the
City Council of the City of Dublin
February 18, 2025
Mayor Sherry Hu Vice Mayor Kashef Qaadri
_______ __________________
Councilmember Jean Josey Councilmember Michael McCorriston Councilmember John Morada 22 Attachment 7
CERTIFICATE OF RECOGNITION
Presented to the
VIHAN YERRAPRAGADA
In recognition of your “Most Valuable Player” honors as the youngest, most talented cricketer of the DSCA Cricket Academy.
Presented by the
City Council of the City of Dublin
February 18, 2025
Mayor Sherry Hu Vice Mayor Kashef Qaadri
_______ __________________
Councilmember Jean Josey Councilmember Michael McCorriston Councilmember John Morada 23 STAFF REPORT
CITY COUNCIL
Agenda Item 3.5
DATE: February 18, 2025
TO: Honorable Mayor and City Councilmembers
FROM: Colleen Tribby, City Manager
SUBJECT: Employee Introduction
Prepared by: Sarah Monnastes, Human Resources Director
EXECUTIVE SUMMARY:
New City of Dublin Staff member, Miranda Kinsley, Office Assistant II with Parks and Community Services, will be introduced.
STAFF RECOMMENDATION:
Welcome the new City of Dublin staff member.
FINANCIAL IMPACT:
None.
DESCRIPTION:
New City of Dublin Staff member, Miranda Kinsley, Office Assistant II with Parks and Community Services, will be introduced.
STRATEGIC PLAN INITIATIVE:
None.
NOTICING REQUIREMENTS/PUBLIC OUTREACH:
The City Council Agenda was posted.
ATTACHMENTS:
None.
24 STAFF REPORT
CITY COUNCIL
Agenda Item 5.1
EXECUTIVE SUMMARY:
The City Council will consider approval of the minutes of the February 4, 2025 Regular City Council Meeting and the February 6, 2025 Special City Council Meeting.
STAFF RECOMMENDATION:
Approve the minutes of the February 4, 2025 Regular City Council Meeting and the February 6, 2025 Special City Council Meeting.
FINANCIAL IMPACT:
None.
DESCRIPTION:
The City Council will consider approval of the minutes of the February 4, 2025 Regular City Council Meeting and the February 6, 2025 Special City Council Meeting.
STRATEGIC PLAN INITIATIVE:
None.
NOTICING REQUIREMENTS/PUBLIC OUTREACH:
The City Council Agenda was posted.
ATTACHMENTS:
1) February 4, 2025 Regular City Council Meeting Minutes 2) February 6, 2025 Special City Council Meeting Minutes DATE: February 18, 2025
TO: Honorable Mayor and City Councilmembers
FROM: Colleen Tribby, City Manager
SUBJECT: Approval of February 4, 2025 Regular City Council Meeting and February 6, 2025 Special City Council Meeting Minutes
Prepared by: Marsha Moore, MMC, City Clerk
25 MINUTES OF THE CITY COUNCIL
OF THE CITY OF DUBLIN
Regular Meeting: February 4, 2025
DUBLIN CITY COUNCIL MINUTES
REGULAR MEETING
FEBRUARY 4, 2025
The following are minutes of the actions taken by the City of Dublin City Council. A full video recording of the meeting with the agenda items indexed and time stamped is available on the City’s website at:https://dublin.ca.gov/ccmeetings
REGULAR MEETING 7:00 PM
A Regular Meeting of the Dublin City Council was held on Tuesday, February 4, 2025, in the City Council Chamber. The meeting was called to order at 7:01 PM, by Mayor Hu. 1) CALL TO ORDER
Attendee Name Status
Dr. Sherry Hu, Mayor Present
Kashef Qaadri, Vice Mayor Absent
Jean Josey, Councilmember Present
Michael McCorriston, Councilmember Present
John Morada, Councilmember Present
2) PLEDGE OF ALLEGIANCE
3) PRESENTATIONS AND PROCLAMATIONS
3.1) Presentation of Plaques to Outgoing Commissioners, Committee Members, and Poet Laureate
The City Council recognized the outgoing commissioners, committee members, and Poet Laureate in appreciation of their dedicated service to the City and plaques were presented to those in attendance, including: Margaret Liang and A Kelly Paschall-Hunter (Heritage and Cultural Arts Commission); Mariam Noorzad (Human Services Commission); Daniel Colley (Parks and Community Services Commission); Renata Tyler and Catheryn Grier (Planning Commission); Samir Qureshi (Senior Center Advisory Committee); and James Morehead, Poret Laureate.
3.2) Recognition of Rabia Badar
The City Council recognized Rabia Badar for her charitable fundraising work to benefit those in need in and around the Dublin community and the East Bay.
Attachment 1
26 DUBLIN CITY COUNCIL MINUTES
REGULAR MEETING
FEBRUARY 4, 2025
3.3) Employee Introductions
New City of Dublin Staff members, Anthony Cukar, Recreation Coordinator with Parks and Community Services, and Shane Fields, Assistant Planner with Community Development, were introduced.
3.4) Presentation from Alameda County Fire Department
The City Council received a presentation from Division Chief Bonnie Terra about Alameda County Fire Department emergency preparedness measures.
Mike Grant provided public comment.
4) PUBLIC COMMENT
Eloise Hamann provided public comment.
Brent Songey provided public comment.
Mike Grant provided public comment.
Shirley Lewandowski provided public comment.
5) CONSENT CALENDAR
5.1) Approved the January 14, 2025, Regular City Council Meeting Minutes.
5.2) Adopted Resolution No. 08-25 titled, “Declaring Weeds and Combustible Refuse a Public Nuisance and Ordering the Abatement Thereof;” directed Staff to notify the public of the adoption of the Resolution; and scheduled a public hearing for the April 1, 2025 City Council meeting at which time the City Council will hear and consider objections to this abatement order.
5.3) Adopted Resolution No. 09-25 titled, “Accepting the Annual Street Resurfacing (2024 Cape Seal) Project, CIP No. ST0117.”
5.4) Waived the second reading and adopted Ordinance No. 01-25 titled, “Approving Amendments to the Dublin Municipal Code Chapter 8.08 (Definitions), Chapter 8.12 (Zoning Districts and Permitted Uses of Land), Chapter 8.16 (Agricultural Zoning District), Chapter 8.20 (Residential Zoning Districts), Chapter 8.24 (Commercial Zoning Districts), Chapter 8.45 (Emergency Shelters), Chapter 8.46 (Single Room Occupancy Units), Chapter 8.47 (Supportive Housing), Chapter 8.50 (Transitional Housing), Chapter 8.52 (Density Bonus Regulations), Chapter 8.76 (Off-Street Parking and Loading Regulations), Chapter 8.104 (Site Development Review), and Chapter 8.116 (Zoning Clearance).”
27 DUBLIN CITY COUNCIL MINUTES
REGULAR MEETING
FEBRUARY 4, 2025
5.5) Waived the second reading and adopted Ordinance No. 02-25 titled, “Amending the Zoning Map and Rezoning Property Located at 5378, 5868, 6060 and 7440 Tassajara Road from Planned Development (PD) to R-M (Multi-Family Residential).”
5.6) Received notification of the City Engineer’s pending approval of the Final Map for Tract 8650, Francis Ranch.
5.7) Directed Staff to plan for the City Council to walk in the St. Patrick’s Day Parade.
On a motion by Councilmember McCorriston, seconded by Councilmember Josey, and by unanimous roll call vote, the City Council adopted the Consent Calendar, except for item 5.8.
RESULT: ADOPTED [UNANIMOUS]
MOVED BY: Michael McCorriston, Councilmember
SECOND: Jean Josey, Councilmember
AYES: Hu, Josey, McCorriston, Morada
ABSENT: Qaadri
Mayor Hu recused herself from item 5.8 due to her residence being within 500 feet of the SCS property, and therefore considered to be involved in the decision.
Mayor Hu left the dais at 8:07 PM.
Without objection, the City Council selected Councilmember Josey to chair the meeting in the Mayor’s absence.
5.8) Dublin Centre Affordable Housing Agreement (PLPA-2023-00020) This item was pulled from the consent calendar for public comment.
Tom Evans provided public comment.
On a motion by Councilmember McCorriston and seconded by Councilmember Morada, and by unanimous vote with Mayor Hu recusing herself, the City Council adopted Resolution No. 10-25 titled, “Approving an Affordable Housing Agreement Between the City of Dublin and Landsea Homes of California, LLC for the Dublin Centre Residential Project.” 28 DUBLIN CITY COUNCIL MINUTES
REGULAR MEETING
FEBRUARY 4, 2025
RESULT: ADOPTED [UNANIMOUS]
MOVED BY: Michael McCorriston, Councilmember
SECOND: John Morada, Councilmember
AYES: Josey, McCorriston, Morada
ABSENT: Hu and Qaadri
Councilmember Josey called for a break at 8:13 PM.
Mayor Hu returned to the dais at 8:16 PM and reconvened the meeting. 6) PUBLIC HEARING – None.
7) UNFINISHED BUSINESS – None.
8) NEW BUSINESS
8.1) 2025 Draft City of Dublin Legislative Platform
The City Council received a presentation on the draft 2025 Legislative Platform, asked clarifying questions, and provided feedback on the platform.
Tom Evans provided public comment.
Shirley Lewandowski provided public comment.
Bradley Dunn provided public comment.
8.2) Direction on Enhancements at Fallon Sports Park Field G The City Council received a presentation on potential improvements, in both the short and long term, that will enhance the City’s marketing and use of Fallon Sports Park Field G, including a pilot program to allow advertising signage on the outfield fence.
The City Council asked clarifying questions, and provided feedback.
Mayor Hu opened the public comment period. Upon receiving no public comment, Mayor Hu closed the public comment period.
9) CITY MANAGER AND CITY COUNCIL REPORTS
The City Council and Staff provided brief information-only reports, including committee reports and reports related to meetings attended at City expense (AB1234). 29 DUBLIN CITY COUNCIL MINUTES
REGULAR MEETING
FEBRUARY 4, 2025
10) ADJOURNMENT
Mayor Hu adjourned the meeting in memory of Vice Mayor Qaadri’s mother at 9:24 PM.
Mayor
ATTEST:
City Clerk
30 MINUTES OF THE CITY OF DUBLIN
CITY COUNCIL, PLANNING COMMISSION,
PARKS AND COMMUNITY SERVICES
COMMISSION, HUMAN SERVICES COMMISSION,
HERITAGE AND CULTURAL ARTS COMMISSION,
AND SENIOR CENTER ADVISORY COMMITTEE
Joint Special Meeting: February 6, 2025
MINUTES 1
JOINT SPECIAL MEETING
FEBRUARY 6, 2025
A Joint Special Meeting of the Dublin City Council, Planning Commission, Heritage and Cultural Arts Commission, Senior Center Advisory Committee, Parks and Community Services Commission, and Human Services Commission was held on Thursday, February 6, 2025, at 6:00 p.m. at the City Council Chamber, 100 Civic Plaza, Dublin, CA 94568. The meeting was called to order at 6:05 PM, by Vice Mayor Qaadri.
1. Call to Order and Pledge of Allegiance
Attendees Present Title
Kashef Qaadri Vice Mayor
Jean Josey Councilmember
Michael McCorriston Councilmember
John Morada Councilmember
Wahida Rashid Planning Commissioner
Srinivas Badami Planning Commissioner
John Wu Planning Commissioner (Alternate 1)
Suresh Puli Planning Commissioner (Alternate 2)
Guanglui Han Planning Commissioner
Jaisena Prasath Planning Commissioner
Pradeep Routra Parks and Community Services Commissioner Racheal Matheny Parks and Community Services Commissioner Sumit Aneja Parks and Community Services Commissioner (Alternate 2) Pawan Sohi Parks and Community Services Commissioner (Alternate 1) Richard Thornbury Parks and Community Services Commissioner Vasanth Chetan Human Services Commissioner
Siyu Henningsen Human Services Commissioner
Rose Hunt Human Services Commissioner
Nareena Rudrapada Human Services Commissioner (Alternate 2) Timea Iharosi Heritage and Cultural Arts Commissioner
Victoria Liu Heritage and Cultural Arts Commissioner (Alternate 1) Archana Jain Heritage and Cultural Arts Commissioner
Shweta Agrawal Heritage and Cultural Arts Commissioner
Regis Harvey Senior Center Advisory Committee Member (Alternate 2) Kebin Lu Senior Center Advisory Committee Member
Attachment 2
31 MINUTES 2
JOINT SPECIAL MEETING
FEBRUARY 6, 2025
Steve Kau Senior Center Advisory Committee Member
Christy Li Senior Center Advisory Committee Member
Loc Valencia Senior Center Advisory Committee Member
2. AB-1234 Mandatory Ethics Training – Principles of Ethics and The Law in Public Service
AB-1234 Mandatory Ethics Training was provided by Claire Lai and Raquel Grande of Redwood Public Law.
Adjournment
The meeting was adjourned by Vice Mayor Qaadri at 8:03 p.m.
Vice Mayor
ATTEST:
City Clerk
32 STAFF REPORT
CITY COUNCIL
Agenda Item 5.2
DATE: February 18, 2025
TO: Honorable Mayor and City Councilmembers
FROM: Colleen Tribby, City Manager
SUBJECT: Contractor Services Agreement with Hinderliter de Llamas & Associates (HdL) for Business License Software and Administration Services Prepared by: Felicia Escover, Economic Development Manager EXECUTIVE SUMMARY:
The City Council will consider approving a Contractor Services Agreement Between the City of Dublin and Hinderliter de Llamas & Associates (HdL) for Business License Software and Administration Services.
STAFF RECOMMENDATION:
Adopt the Resolution Approving a Contractor Services Agreement Between the City of Dublin and Hinderliter de Llamas & Associates (HdL) for Business License Software and Administration Services.
FINANCIAL IMPACT:
The proposed contract is for $20 per business license processed, totaling roughly $80,000 per year, plus a one-time implementation fee of $5,000. The per-license fee will increase annually by the Consumer Price Index change specified in the contract. These costs will be covered by business license fee revenues, which are typically about $150,000 per year.
DESCRIPTION:
The City of Dublin oversees an active business license program as required by Dublin Municipal Code Chapter 4.04. This program is vital to the City’s economic development efforts, ensuring that businesses operating within Dublin are properly registered and compliant with regulations. The program requires robust software and administrative support to manage business registrations efficiently and provide an excellent customer experience.
Currently, business licenses are managed using Energov software and overseen by staff in Economic Development. While Energov has supported the program since July 5, 2024, it has 33
presented limitations in efficiency and user experience for both Staff and businesses.
To deliver a higher quality of service to the business community, Staff reviewed alternative systems that could better address the needs of the program. Hinderliter de Llamas & Associates (HdL) emerged as a qualified provider, offering a proven track record in delivering comprehensive business license administration services. HdL specializes in database management, compliance enforcement, discovery of non-compliant businesses, collections, audit services, and secure payment processing, and delivers these services to hundreds of municipalities.
Transitioning to HdL’s software system will address current challenges and provide several key benefits, including:
Increased Efficiency: The new system automates and streamlines administrative tasks, reducing the time Staff spends on manual processes.
Enhanced Customer Service: Businesses will benefit from a user-friendly interface that simplifies registration, renewal, closures, and payment processes. Cost and Time Savings for Businesses: HdL’s efficient system reduces the administrative burden on business owners, saving them time and effort. Cost Savings for the City: The streamlined processes will allow staff to reallocate time and resources to other critical economic development programs and initiatives.
The agreement with HdL will improve Dublin’s business license program by streamlining operational management, ensuring accurate business reporting through audits, identifying unregistered businesses, and providing user-friendly software with a comprehensive public search feature. This transition demonstrates the City’s commitment to improving customer service, supporting economic development, and creating long-term benefits for both businesses and City operations.
STRATEGIC PLAN INITIATIVE:
None.
NOTICING REQUIREMENTS/PUBLIC OUTREACH:
The City Council Agenda was posted.
ATTACHMENTS:
1) Resolution Approving a Contractor Services Agreement Between the City of Dublin and Hinderliter de Llamas & Associates (HdL) for Business License Software and Administration Services
2) Exhibit A to the Resolution – Contractor Services Agreement Between the City of Dublin and Hinderliter de Llamas & Associates (HdL) for Business License Software and Administration Services
34 Attachment 1
Reso. No. XX-25, Item X.X, Adopted 2/18/2025 Page 1 of 2 RESOLUTION NO. XX – 25
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF DUBLIN
APPROVING A CONTRACTOR SERVICES AGREEMENT BETWEEN THE CITY OF DUBLIN AND HINDERLITER DE LLAMAS & ASSOCIATES (HdL)
FOR BUSINESS LICENSE SOFTWARE AND ADMINISTRATION SERVICES WHEREAS, the City of Dublin requires reliable and efficient business license software and administration services to support its business license program; and WHEREAS, the City desires to enter into an agreement with Hinderliter de Llamas & Associates (HdL) to provide business license software and administration services; and WHEREAS, HdL has demonstrated expertise and proven experience in delivering comprehensive business license administration services, including database management, compliance, discovery, collection, and audit services, tailored to meet the needs of municipalities; and
WHEREAS, the City has determined that HdL offers the technical capacity and specialized skills necessary to support the efficient operation of the City's business license program; and WHEREAS, the agreement with HdL is for an initial term beginning upon execution of the agreement, with provisions for extension upon mutual consent, and includes a not-to-exceed compensation structure based on the agreed-upon scope of services and fees; and WHEREAS, the City’s Municipal Code Section 2.36.100 (4) provides an exception to competitive bidding, “When a contract or purchase involves goods of a technical nature, where it would be difficult for a vendor to bid on a standard set of specifications, and the Purchasing Agent undertakes a thorough review of known products and a comparison of features which would most closely meet the city’s needs at the lowest cost”; and
WHEREAS, it has been determined that the exception to the competitive bidding process, as outlined in the City’s Municipal Code, applies to this software and administration agreement due to the specialized expertise and technical capabilities required to effectively manage the City’s business license program.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin does hereby approve the Agreement with Hinderliter de Llamas & Associates for business license software and administration services, attached hereto as Exhibit A.
BE IT FURTHER RESOLVED that the City Manager is authorized to execute the amendments to the agreements, attached hereto as Exhibit A, and make any necessary, non- substantive changes to carry out the intent of this Resolution. 35 Reso. No. XX-25, Item X.X, Adopted 2/18/2025 Page 2 of 2 PASSED, APPROVED AND ADOPTED this 18th day of February 2025, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
______________________________
Mayor
ATTEST:
_________________________________
City Clerk
36 Services Agreement between 2/18/2025
City of Dublin and HINDERLITER DE LLAMAS & ASSOCIATES (HDL) Page 1 of 16
CONTRACTOR SERVICES AGREEMENT BETWEEN
THE CITY OF DUBLIN AND
HINDERLITER DE LLAMAS & ASSOCIATES
THIS AGREEMENT for business license software and administration services is made by and between the City of Dublin (“City”) and Hinderliter de Llamas & Associates (“Contractor”) (together sometimes referred to as the “Parties”) as of February 18, 2025 (the “Effective Date”).
Section 1. SERVICES. Subject to the terms and conditions set forth in this Agreement, Contractor shall provide to City the services described in the Scope of Work attached as Exhibit A at the time and place and in the manner specified therein. In the event of a conflict in or inconsistency between the terms of this Agreement and Exhibit A, the Agreement shall prevail.
1.1 Term of Services. The term of this Agreement shall begin on the Effective Date and shall end when the work described in Exhibit A is complete, unless the term of the Agreement is otherwise terminated or extended, as provided for in Section 7. The time provided to Contractor to complete the services required by this Agreement shall not affect the City’s right to terminate the Agreement, as referenced in Section 7.
Notwithstanding the foregoing this Agreement may be extended on a month to month basis for up to 6 months upon the written consent of the Contractor and the City Manager, provided that: a) sufficient funds have been appropriated for such purchase, b) the price charged by the Contractor for the provision of the serves described in Exhibit A does not increase. None of the foregoing shall affect the City’s right to terminate the Agreement as provided for in Section 8.
1.2 Standard of Performance. Contractor shall perform all services required pursuant to this Agreement in the manner and according to the standards observed by a competent practitioner of the profession in which Contractor is engaged.
1.3 Cooperative Language. City acknowledges and agrees that any other public agency (including, without limitation, any participating government agency) located within or outside of the State (e.g., city, municipality, county, district, public authority or other political subdivision) may procure services for fees and other terms and conditions that are substantially similar to any of the Services, Fees and other terms and conditions set forth in this Agreement, provided that such other public agency executes a separate agreement with Contractor wherein the services rendered to such other public agency, the fees payable by such other public agency, and the other terms and conditions of such separate agreement are the responsibility of Contractor and such other public agency and not City.
Attachment 2
Exhibit A to the Resolution
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1.4 Assignment of Personnel. Contractor shall assign only competent personnel to perform services pursuant to this Agreement. In the event that City, in its sole discretion, at any time during the term of this Agreement, desires the reassignment of any such persons, Contractor shall, immediately upon receiving notice from City of such desire of City, reassign such person or persons.
1.5 Time. Contractor shall devote such time to the performance of services pursuant to this Agreement as may be reasonably necessary to meet the standard of performance provided in Subsection 1.2 above and to satisfy Contractor’s obligations hereunder.
Section 2. COMPENSATION. City hereby agrees to pay Contractor fees for services as specified in Exhibit A. In the event of a conflict regarding the amount of compensation between this Agreement and Consultant’s proposal, the Agreement shall prevail. City shall pay Contractor for services rendered pursuant to this Agreement at the time and in the manner set forth herein. The payments specified below shall be the only payments from City to Contractor for services rendered pursuant to this Agreement. Contractor shall submit all invoices to City in the manner specified herein.
Except as specifically authorized by City in writing, Contractor shall not bill City for duplicate services performed by more than one person.
Contractor and City acknowledge and agree that compensation paid by City to Contractor under this Agreement is based upon Contractor’s estimated costs of providing the services required hereunder, including salaries and benefits of employees and subcontractors of Contractor. Consequently, the Parties further agree that compensation hereunder is intended to include the costs of contributions to any pensions and/or annuities to which Contractor and its employees, agents, and subcontractors may be eligible. City therefore has no responsibility for such contributions beyond compensation required under this Agreement.
2.1 Invoices. Contractor shall submit invoices, not more often than once a month during the term of this Agreement, based on the cost for services performed and reimbursable costs incurred prior to the invoice date. No individual performing work under this Agreement shall bill more than 2,000 hours in a fiscal year unless approved, in writing, by the City Manager or his/her designee. Invoices shall contain the following information:
Serial identifications of progress bills; i.e., Progress Bill No. 1 for the first invoice, etc.;
The beginning and ending dates of the billing period; A Task Summary containing the original contract amount, the amount of prior billings, the total due this period, the balance available under the Agreement, and the percentage of completion;
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City of Dublin and HINDERLITER DE LLAMAS & ASSOCIATES (HDL) Page 3 of 16 A copy of the applicable time entries or time sheets shall be submitted showing the following:
o Daily logs of total hours worked by each individual
performing work under this Agreement
o Hours must be logged in increments of tenths of an hour or quarter hour
o If this Agreement covers multiple projects, all hours must also be logged by project assignment
o A brief description of the work, and each reimbursable expense
The total number of hours of work performed under the Agreement by Contractor and each employee, agent, and subcontractor of Contractor performing services hereunder;
The Contractor’s signature;
Contractor shall give separate notice to the City when the total number of hours worked by Contractor and any individual employee, agent, or subcontractor of Contractor reaches or exceeds 800 hours within a 12- month period under this Agreement and any other agreement between Contractor and City. Such notice shall include an estimate of the time necessary to complete work described in Exhibit A and the estimate of time necessary to complete work under any other agreement between Contractor and City, if applicable.
2.2 Monthly Payment. City shall make monthly payments, based on invoices received, for services satisfactorily performed, and for authorized reimbursable costs incurred. City shall have 30 days from the receipt of an invoice that complies with all of the requirements above to pay Contractor.
2.3 Final Payment. City shall pay the last 10% of the total sum due pursuant to this Agreement within 60 days after completion of the services and submittal to City of a final invoice, if all services required have been satisfactorily performed.
2.4 Total Payment. City shall pay for the services to be rendered by Contractor pursuant to this Agreement. City shall not pay any additional sum for any expense or cost whatsoever incurred by Contractor in rendering services pursuant to this Agreement. City shall make no payment for any extra, further, or additional service pursuant to this Agreement.
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City of Dublin and HINDERLITER DE LLAMAS & ASSOCIATES (HDL) Page 4 of 16 In no event shall Contractor submit any invoice for an amount in excess of the maximum amount of compensation provided above either for a task or for the entire Agreement, unless the Agreement is modified prior to the submission of such an invoice by a properly executed change order or amendment.
2.5 Hourly Fees. Fees for work performed by Contractor on an hourly basis shall not exceed the amounts shown on the compensation schedule attached hereto as Exhibit A.
2.6 Reimbursable Expenses. Reimbursable expenses are specified in Exhibit A. Expenses not listed in Exhibit A are not chargeable to City.
Reimbursable expenses are included in the total amount of compensation provided under this Agreement that shall not be exceeded.
2.7 Payment of Taxes. Contractor is solely responsible for the payment of employment taxes incurred under this Agreement and any similar federal or state taxes.
2.8 Payment upon Termination. In the event that the City or Contractor terminates this Agreement pursuant to Section 8, the City shall compensate the Contractor for all outstanding costs and reimbursable expenses incurred for work satisfactorily completed as of the date of written notice of termination. Contractor shall maintain adequate logs and timesheets to verify costs incurred to that date.
2.9 Authorization to Perform Services. The Contractor is not authorized to perform any services or incur any costs whatsoever under the terms of this Agreement until receipt of authorization from the Contract Administrator.
Section 3. INSURANCE REQUIREMENTS. Before fully executing this Agreement, Contractor, at its own cost and expense, unless otherwise specified below, shall procure the types and amounts of insurance listed below against claims for injuries to persons or damages to property that may arise from or in connection with the performance of the work hereunder by the Contractor and its agents, representatives, employees, and subcontractors. Consistent with the following provisions, Contractor shall provide proof satisfactory to City of such insurance that meets the requirements of this section and under forms of insurance satisfactory in all respects, and that such insurance is in effect prior to beginning work. Contractor shall maintain the insurance policies required by this section throughout the term of this Agreement. The cost of such insurance shall be included in the Contractor's bid. Contractor shall not allow any subcontractor to commence work on any subcontract until Contractor has obtained all insurance required herein for the subcontractor(s) and provided evidence to City that such insurance is in effect. VERIFICATION OF THE REQUIRED INSURANCE SHALL BE SUBMITTED AND MADE PART OF THIS AGREEMENT PRIOR TO EXECUTION. Contractor shall maintain all required insurance listed herein for the duration of this Agreement.
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3.1 Workers’ Compensation.
3.1.1 General Requirements. Contractor shall, at its sole cost and expense, maintain Statutory Workers’ Compensation Insurance and Employer’s Liability Insurance for any and all persons employed directly or indirectly by Contractor. The Statutory Workers’ Compensation Insurance and Employer’s Liability Insurance shall be provided with limits of not less than $1,000,000 per accident. In the alternative, Contractor may rely on a self- insurance program to meet these requirements, but only if the program of self-insurance complies fully with the provisions of the California Labor Code. Determination of whether a self-insurance program meets the standards of the California Labor Code shall be solely in the discretion of the Contract Administrator.
The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of the City for all work performed by the Contractor, its employees, agents, and subcontractors.
3.1.2 Submittal Requirements. To comply with Subsection 4.1, Contractor shall submit the following:
a. Certificate of Workers’ Compensation Insurance in the amounts specified in the section; and
b. Waiver of Subrogation Endorsement as required by the section.
3.2 Commercial General and Automobile Liability Insurance.
3.2.1 General Requirements. Contractor, at its own cost and expense, shall maintain commercial general liability insurance for the term of this Agreement in an amount not less than $2,000,000 and automobile liability insurance for the term of this Agreement in an amount not less than $2,000,000 per occurrence, combined single limit coverage for risks associated with the work contemplated by this Agreement. If a Commercial General Liability Insurance or an Automobile Liability form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Such coverage shall include but shall not be limited to, protection against claims arising from bodily and personal injury, including death resulting therefrom, and damage to property resulting from activities contemplated under this
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3.2.2 Minimum Scope of Coverage. Commercial general coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (most recent edition) covering comprehensive General Liability on an “occurrence” basis.
Automobile coverage shall be at least as broad as Insurance Services Office Automobile Liability form CA 0001, Code 1 (any auto). No endorsement shall be attached limiting the coverage.
3.2.3 Additional Requirements. Each of the following shall be included in the insurance coverage or added as a certified endorsement to the policy:
a. The Insurance shall cover on an occurrence or an accident basis, and not on a claims-made basis.
b. City, its officers, officials, employees, and volunteers are to be covered as additional insureds as respects: liability arising out of work or operations performed by or on behalf of the Contractor; or automobiles owned, leased, hired, or borrowed by the Contractor.
c. Contractor hereby agrees to waive subrogation which any insurer or contractor may require from vendor by virtue of the payment of any loss. Contractor agrees to obtain any
endorsements that may be necessary to affect this waiver of subrogation.
d. For any claims related to this Agreement or the work hereunder, the Contractor’s insurance coverage shall be primary insurance as respects the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Contractor’s insurance and shall not contribute with it.
3.2.4 Submittal Requirements. To comply with Subsection 4.2, Contractor shall submit the following:
a. Certificate of Liability Insurance in the amounts specified in the section;
b. Additional Insured Endorsement as required by the section;
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d. Primary Insurance Endorsement as required by the section.
3.3 All Policies Requirements.
3.3.1 Acceptability of Insurers. All insurance required by this section is to be placed with insurers with a Bests' rating of no less than A:VII.
3.3.2 Verification of Coverage. Prior to beginning any work under this Agreement, Contractor shall furnish City with complete copies of all Certificates of Liability Insurance delivered to Contractor by the insurer, including complete copies of all endorsements attached to the policies. All copies of Certificates of Liability Insurance and certified endorsements shall show the signature of a person authorized by that insurer to bind coverage on its behalf. If the City does not receive the required insurance documents prior to the Contractor beginning work, it shall not waive the Contractor’s obligation to provide them. The City reserves the right to require complete copies of all required insurance policies at any time.
3.3.3 Deductibles and Self-Insured Retentions. Contractor shall disclose to and obtain the written approval of City for the self- insured retentions and deductibles before beginning any of the services or work called for by any term of this Agreement. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects the City, its officers, employees, and volunteers; or the Contractor shall provide a financial guarantee satisfactory to the City guaranteeing payment of losses and related investigations, claim administration and defense expenses.
3.3.4 Wasting Policies. No policy required by this Section 3 shall include a “wasting”
policy limit (i.e. limit that is eroded by the cost of defense).
3.3.5 Endorsement Requirements. Each insurance policy required by Section 3 shall be endorsed to state that coverage shall not be canceled by either party, except after 30 days’ prior written notice has been provided to the City.
3.3.6 Subcontractors. Contractor shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for
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3.4 Remedies. In addition to any other remedies City may have if Contractor fails to provide or maintain any insurance policies or policy endorsements to the extent and within the time herein required, City may, at its sole option exercise any of the following remedies, which are alternatives to other remedies City may have and are not the exclusive remedy for Contractor’s breach:
Obtain such insurance and deduct and retain the amount of the premiums for such insurance from any sums due under the Agreement;
Order Contractor to stop work under this Agreement or withhold any payment that becomes due to Contractor hereunder, or both stop work and withhold any payment, until Contractor demonstrates compliance with the requirements hereof; and/or
Terminate this Agreement.
Section 4. INDEMNIFICATION AND CONTRACTOR’S RESPONSIBILITIES.
Contractor shall indemnify, defend with counsel acceptable to City, and hold harmless City and its officers, officials, employees, agents and volunteers from and against any and all liability, loss, damage, claims, expenses, and costs (including without limitation, attorney’s fees and costs and fees of litigation) (collectively, “Liability”) of every nature arising out of or in connection with Contractor’s performance of the Services or its failure to comply with any of its obligations contained in this Agreement, except such Liability caused by the sole negligence or willful misconduct of City.
The Contractor’s obligation to defend and indemnify shall not be excused because of the Contractor’s inability to evaluate Liability or because the Contractor evaluates Liability and determines that the Contractor is not liable to the claimant. The Contractor must respond within 30 days, to the tender of any claim for defense and indemnity by the City, unless this time has been extended by the City. If the Contractor fails to accept or reject a tender of defense and indemnity within 30 days, in addition to any other remedy authorized by law, so much of the money due the Contractor under and by virtue of this Agreement as shall reasonably be considered necessary by the City, may be retained by the City until disposition has been made of the claim or suit for damages, or until the Contractor accepts or rejects the tender of defense, whichever occurs first.
Notwithstanding anything to the contrary, in no event will Consultant be (a) liable for claims, liabilities, or damages in connection with the issuance, non-issuance, or revocation of any registration, license, permit, or exemption; nor (b) required to provide
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In the event that Contractor or any employee, agent, or subcontractor of Contractor providing services under this Agreement is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of City, Contractor shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Contractor or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.
Section 5. STATUS OF CONTRACTOR.
5.1 Independent Contractor. At all times during the term of this Agreement, Contractor shall be an independent contractor and shall not be an employee of City. This Agreement shall not be construed as an agreement for employment. City shall have the right to control Contractor only insofar as the results of Contractor's services rendered pursuant to this Agreement and assignment of personnel pursuant to Subsection 1.3; however, otherwise City shall not have the right to control the means by which Contractor accomplishes services rendered pursuant to this Agreement. Contractor further acknowledges that Contractor performs Services outside the usual course of the City’s business; and is customarily engaged in an independently established trade, occupation, or business of the same nature as the Contractor performs for the City, and has the option to perform such work for other entities. Notwithstanding any other City, state, or federal policy, rule, regulation, law, or ordinance to the contrary, Contractor and any of its employees, agents, and subcontractors providing services under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any and all claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in the California Public Employees Retirement System (PERS) as an employee of City and entitlement to any contribution to be paid by City for employer contributions and/or employee contributions for PERS benefits.
5.2 Contractor Not an Agent. Except as City may specify in writing, Contractor shall have no authority, express or implied, to act on behalf of City in any capacity whatsoever as an agent. Contractor shall have no authority, express or implied, pursuant to this Agreement to bind City to any obligation whatsoever.
Section 6. LEGAL REQUIREMENTS.
6.1 Governing Law. The laws of the State of California shall govern this Agreement.
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6.2 Compliance with Applicable Laws. Contractor and any subcontractors shall comply with all laws applicable to the performance of the work hereunder.
6.3 Other Governmental Regulations. To the extent that this Agreement may be funded by fiscal assistance from another governmental entity, Contractor and any subcontractors shall comply with all applicable rules and regulations to which City is bound by the terms of such fiscal assistance program.
6.4 Licenses and Permits. Contractor represents and warrants to City that Contractor and its employees, agents, and any subcontractors have all licenses, permits, qualifications, and approvals of whatsoever nature that are legally required to practice their respective professions. Contractor represents and warrants to City that Contractor and its employees, agents, any subcontractors shall, at their sole cost and expense, keep in effect at all times during the term of this Agreement any licenses, permits, and approvals that are legally required to practice their respective professions.
In addition to the foregoing, Contractor and any subcontractors shall obtain and maintain during the term of this Agreement valid Business Licenses from City.
6.5 Nondiscrimination and Equal Opportunity. Contractor shall not discriminate, on the basis of a person’s race, sex, gender, religion (including religious dress and grooming practices), national origin, ancestry, physical or mental disability, medical condition (including cancer and genetic characteristics), marital status, age, sexual orientation, color, creed, pregnancy, genetic information, gender identity or expression, political affiliation or belief, military/veteran status, or any other classification protected by applicable local, state, or federal laws (each a “Protected Characteristic”), against any employee, applicant for employment, subcontractor, bidder for a subcontract, or participant in, recipient of, or applicant for any services or programs provided by Contractor under this Agreement.
Contractor shall include the provisions of this Subsection in any subcontract approved by the Contract Administrator or this Agreement.
Section 7. TERMINATION AND MODIFICATION.
7.1 Termination. City may cancel this Agreement at any time and without cause upon 45 days written notification to Contractor.
Contractor may cancel this Agreement upon 45 days’ written notice to City and shall include in such notice the reasons for cancellation.
46 Services Agreement between 2/18/2025
City of Dublin and HINDERLITER DE LLAMAS & ASSOCIATES (HDL) Page 11 of 16 In the event of termination, Contractor shall be entitled to compensation for services performed to the effective date of termination; City, however, may condition payment of such compensation upon Contractor delivering to City any or all documents, photographs, computer software, video and audio tapes, and other materials provided to Contractor or prepared by or for Contractor or the City in connection with this Agreement.
7.2 Extension. City may, in its sole and exclusive discretion, extend the end date of this Agreement beyond that provided for in Subsection 1.1. Any such extension shall require a written amendment to this Agreement, as provided for herein. Contractor understands and agrees that, if City grants such an extension, City shall have no obligation to provide Contractor with compensation beyond the maximum amount provided for in this Agreement. Similarly, unless authorized by the Contract Administrator, City shall have no obligation to reimburse Contractor for any otherwise reimbursable expenses incurred during the extension period.
7.3 Amendments. The Parties may amend this Agreement only by a writing signed by all the Parties.
7.4 Assignment and Subcontracting. City and Contractor recognize and agree that this Agreement contemplates personal performance by Contractor and is based upon a determination of Contractor’s unique personal competence, experience, and specialized personal knowledge.
Moreover, a substantial inducement to City for entering into this Agreement was and is the professional reputation and competence of Contractor. Contractor may not assign this Agreement or any interest therein without the prior written approval of the Contract Administrator.
Contractor shall not subcontract any portion of the performance contemplated and provided for herein, other than to the subcontractors noted in the proposal, without prior written approval of the Contract Administrator.
7.5 Survival. All obligations arising prior to the termination of this Agreement and all provisions of this Agreement allocating liability between City and Contractor shall survive the termination of this Agreement.
Section 8. KEEPING AND STATUS OF RECORDS.
8.1 Records Created as Part of Contractor’s Performance. All reports, data, maps, models, charts, studies, surveys, photographs, memoranda, plans, studies, specifications, records, files, or any other documents or materials, in electronic or any other form, that Contractor prepares or obtains pursuant to this Agreement and that relate to the matters covered hereunder shall be the property of the City. Contractor hereby agrees to
47 Services Agreement between 2/18/2025
City of Dublin and HINDERLITER DE LLAMAS & ASSOCIATES (HDL) Page 12 of 16 deliver those documents to the City upon termination of the Agreement. It is understood and agreed that the documents and other materials, including but not limited to those described above, prepared pursuant to this Agreement are prepared specifically for the City and are not necessarily suitable for any future or other use. This does not include any software, programs, methodologies or systems used in the creation of such work product, nor does it include any drafts, notes or internal communications prepared by Contractor in the course of performing the Services that were not otherwise provided to City in either hardcopy or electronic form, all of which may be protected by Contractor or others’ copyrights or other intellectual property. City and Contractor agree that, until final approval by City, all data, plans, specifications, reports and other documents are confidential and will not be released to third parties without prior written consent of both Parties.
8.2 Contractor’s Books and Records. Contractor shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to the City under this Agreement for a minimum of 3 years, or for any longer period required by law, from the date of final payment to the Contractor to this Agreement.
8.3 Inspection and Audit of Records. Any records or documents that Subsection 9.2 of this Agreement requires Contractor to maintain shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of the City. Under California Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds $10,000.00, the Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of the City, for a period of 3 years after final payment under the Agreement.
Section 9. MISCELLANEOUS PROVISIONS.
9.1 Attorneys’ Fees. If a party to this Agreement brings any action, including an action for declaratory relief, to enforce or interpret the provision of this Agreement, the prevailing party shall be entitled to reasonable attorneys’ fees in addition to any other relief to which that party may be entitled. The court may set such fees in the same action or in a separate action brought for that purpose.
9.2 Venue. In the event that either party brings any action against the other under this Agreement, the Parties agree that trial of such action shall be vested exclusively in the state courts of California in the County of Alameda or in the United States District Court for the Northern District of California.
48 Services Agreement between 2/18/2025
City of Dublin and HINDERLITER DE LLAMAS & ASSOCIATES (HDL) Page 13 of 16
9.3 Severability. If a court of competent jurisdiction finds or rules that any provision of this Agreement is invalid, void, or unenforceable, the provisions of this Agreement not so adjudged shall remain in full force and effect. The invalidity in whole or in part of any provision of this Agreement shall not void or affect the validity of any other provision of this Agreement.
9.4 No Implied Waiver of Breach. The waiver of any breach of a specific provision of this Agreement does not constitute a waiver of any other breach of that term or any other term of this Agreement.
9.5 Successors and Assigns. The provisions of this Agreement shall inure to the benefit of and shall apply to and bind the successors and assigns of the Parties.
9.6 Conflict of Interest. Contractor may serve other clients, but none whose activities within the corporate limits of City or whose business, regardless of location, would place Contractor in a “conflict of interest,” as that term is defined in the Political Reform Act, codified at California Government Code Section 81000 et seq.
Contractor shall not employ any City official in the work performed pursuant to this Agreement. No officer or employee of City shall have any financial interest in this Agreement that would violate California Government Code Section 1090 et seq.
Contractor hereby warrants that it is not now, nor has it been in the previous 12 months, an employee, agent, appointee, or official of the City.
If Contractor was an employee, agent, appointee, or official of the City in the previous 12 months, Contractor warrants that it did not participate in any manner in the forming of this Agreement. Contractor understands that, if this Agreement is made in violation of California Government Code Section 1090 et seq., the entire Agreement is void and Contractor will not be entitled to any compensation for services performed pursuant to this Agreement, including reimbursement of expenses, and Contractor will be required to reimburse the City for any sums paid to the Contractor.
Contractor understands that, in addition to the foregoing, it may be subject to criminal prosecution for a violation of California Government Code Section 1090 et seq., and, if applicable, will be disqualified from holding public office in the State of California.
9.7 Solicitation. Contractor agrees not to solicit business at any meeting, focus group, or interview related to this Agreement, either orally or through any written materials.
49 Services Agreement between 2/18/2025
City of Dublin and HINDERLITER DE LLAMAS & ASSOCIATES (HDL) Page 14 of 16
9.8 Contract Administration. This Agreement shall be administered by the City Manager ("Contract Administrator"). All correspondence shall be directed to or through the Contract Administrator or his or her designee.
9.9 Notices. Any written notice to Contractor shall be sent to:
Hinderliter de Llamas & Associates
Attn: HDL Contracts
120 S State College Blvd. #200
Brea, CA 92821
Any written notice to City shall be sent to:
City of Dublin
Attn: Office of Economic Development
100 Civic Plaza
Dublin, CA 94568
9.10 Integration. This Agreement, including the scope of work attached hereto and incorporated herein as Exhibit A represents the entire and integrated agreement between City and Contractor and supersedes all prior negotiations, representations, or agreements, either written or oral.
Exhibit A Scope of Services & Compensation Schedule/Reimbursable Expenses
9.11 Counterparts and Electronic Signatures . This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement. Counterparts delivered and/or signatures executed by City-approved electronic or digital means shall have the same force and effect as the use of a manual signature. Both Parties desire this Agreement to be electronically signed in accordance with applicable federal and California law. Either Party may revoke its agreement to use electronic signatures at any time by giving notice to the other Party.
9.12 Certification per Iran Contracting Act of 2010. In the event that this contract is for
one million dollars ($1,000,000.00) or more, by Contractor’s signature below Contractor certifies that Contractor, and any parent entities, subsidiaries, successors or subunits of Contractor are not identified on a list created pursuant to subdivision (b) of Section 2203 of the California Public Contract Code as a person engaging in investment activities in Iran as described in subdivision (a) of Section 2202.5, or as a person
50 Services Agreement between 2/18/2025
City of Dublin and HINDERLITER DE LLAMAS & ASSOCIATES (HDL) Page 15 of 16 described in subdivision (b) of Section 2202.5 of the California Public Contract Code, as applicable.
9.13 Data Residency Requirement. The Vendor shall ensure that all Customer Data is stored and processed exclusively within data centers located in the United States. These data centers must be owned and operated by entities incorporated and headquartered within the United States. The Vendor shall not transfer or permit access to Customer Data outside the United States without the prior written consent of the Customer.
9.14 Data Sovereignty Compliance. The Vendor acknowledges and agrees to comply with all applicable U.S. federal, state, and local laws and regulations concerning data residency and sovereignty. This includes, but is not limited to, ensuring that Customer Data remains subject to U.S. jurisdiction and is not subject to foreign laws that may conflict with U.S. data protection requirements.
9.15 Subcontractor and Third-Party Obligations. If the Vendor engages subcontractors or third parties in the performance of services involving Customer Data, the Vendor shall ensure that such subcontractors or third parties comply with the same data residency and sovereignty requirements outlined herein. The Vendor remains fully liable for any actions or omissions of its subcontractors or third parties concerning the handling of Customer Data.
9.16 Data Breach Notification Policy. In the event of a material data breach involving Customer Data, the Vendor shall notify the Customer within 72 hours of discovering the breach. This notification must include a detailed description of the incident, the nature and scope of the compromised data, any known or potential impact, and the measures being taken to investigate, mitigate, and remediate the breach. The Vendor shall provide regular updates to the Customer until the incident has been fully resolved and all corrective actions have been implemented.
SIGNATURES ON FOLLOWING PAGE
51 Services Agreement between 2/18/2025
City of Dublin and HINDERLITER DE LLAMAS & ASSOCIATES (HDL) Page 16 of 16 The Parties have executed this Agreement as of the Effective Date. The persons whose signatures appear below certify that they are authorized to sign on behalf of the respective Party.
HINDERLITER DE LLAMAS &
$662&,$7(6
CITY OF DUBLIN
Colleen Tribby, City Manager Robert Gray, Vice President Attest:
Contractor’s DIR Registration Number
(if applicable)
Marsha Moore, City Clerk
Approved as to Form:
City Attorney
52 Services Agreement between
City of Dublin and HINDERLITER DE LLAMAS & ASSOCIATES (HDL) Exhibit A
EXHIBIT A
SCOPE OF SERVICES
COMPENSATION SCHEDULE & REIMBURSABLE EXPENSES
Consultant will provide the following Services relative to Client’s business license tax administration.
1. Operations Management Services
1.1. Establish and maintain database of Client businesses.
1.2. Receive and process applications, renewals and payments in a timely fashion.
1.3. Send renewal notices to active businesses within 30 days of the renewal period end date or at another interval specified by Client.
1.4. Provide businesses multiple options for submitting applications, renewals, payments, or support requests (including via website, email, mail, phone, and fax. Consultant license specialists will be available for live interactions Monday through Friday, 8:00am to 5:00pm Pacific).
1.5. Remit revenue to Client no less than monthly.
1.6. Provide Client staff access to website portal offering business registry inquiry, reporting, and electronic department approval capabilities.
2. Compliance Services: 1) Identify and register businesses which are subject to licensure or taxation, 2) collect known debt as pertains to business license or tax, and 3) identify under- reported tax liability.
2.1. Discovery Services
2.1.1. Develop a list of businesses subject to Client licensure or taxation.
2.1.2. Notify non-compliant businesses of their options to comply or dispute their non- compliant status. Notification and support to businesses will be facilitated through the website, mail, email, phone and fax.
2.1.3. Review information and forms submitted by the business for completion and accuracy, inclusive of any additional required documentation (i.e. home occupation permit). All submissions are filed and stored electronically and made available to Client upon request.
2.1.4. Provide businesses with detailed invoicing and options to pay via website, mail, and phone.
2.1.5. Remit revenue to Client no less than monthly, along with all business applications and any additional documentation.
2.2. Collection Services
2.2.1. Identify businesses subject to Client licensure or taxation which have known debt to Client and have failed to pay within an appropriate time frame.
2.2.2. Notify businesses of their options to comply or dispute their non-compliant status.
2.2.3. Provide businesses with detailed invoicing and options to pay via website, mail and phone.
2.2.4. Remit revenue to Client no less than monthly.
2.3. Audit Services
2.3.1.Identify potential under-reporting and/or misclassified businesses.
2.3.2. Audit businesses mutually agreed to by Client and Consultant that are identified as potential under-reporting businesses.
2.3.3. Submit audit summaries to Client and discuss further actions.
53 Services Agreement between
City of Dublin and HINDERLITER DE LLAMAS & ASSOCIATES (HDL) Exhibit A
2.3.4. Educate businesses on proper reporting practices.
2.3.5. Invoice and collect identified deficiencies.
54 Services Agreement between
City of Dublin and HINDERLITER DE LLAMAS & ASSOCIATES (HDL) Exhibit A
3. Online Payment Processing – Consultant’s services include PCI compliant payment processing services which supports both credit card and eCheck transactions.
3.1. Client Responsibilities
3.1.1. As a condition to its receipt of the Service, Client shall execute and deliver any and all applications, agreements, certifications or other documents required by HdL’s payment processor, Networks or other third parties whose consent or approval is necessary for the processing of Transactions by HdL’s payment processor. “Network” is an entity or association that operates, under a common service mark, a system which permits participants to authorize, route, and settle Transactions among themselves, including, for example, networks operated by VISA USA and Mastercard, Inc., NYCE Corporation, American Express, and Discover.
3.1.2. Client hereby grants Consultant the full right, power and authority to request, receive and review any Data or records reflected in a Transaction report. Client represents and warrants that it has the full right and authority to grant these rights.
FEES
4. Operations Management Services
4.1. Fees for performing operations management Services shall be $20.00 for each processed account, which is any account for which an application or renewal/return was processed, or active account which was sent a renewal notice and a one-time implementation fee of $5,000.00.
4.2. Fees will be increased as of January 1st of each calendar year with reference to the 12-month percent change in the most recently published annual Consumer Price Index for as per the Riverside-San Bernardino-Ontario Region, as reported by the U.S.
Bureau of Labor Statistics (the “CPI Change”). Each annual increase in the Fees will be equal to the greater of two percent (2%) or the actual CPI Change and the lesser of ten percent (10%) or the actual CPI Change. For example, if the actual CPI Change is
1.5%, then the annual increase will be 2%, if the actual CPI Change is 3.5%, then the annual increase will be 3.5%, and if the actual CPI Change is 12%, then the annual increase will be 10%.
4.3. Fees related to travel and lodging expenses are billed at cost and apply to all meetings (including implementation, training, operations and support). Travel expenses only apply to out of scope travel and must therefore be pre-approved by Client.
4.4. Fees will be invoiced monthly to Client for Services performed during the prior month.
Fees will be netted out of Client’s monthly revenue disbursement. Client will submit payment for any balance due to Consultant within 30 days of receiving the invoice.
5. Compliance Services
5.1. Fees for performing compliance Services apply to all monies received for the current tax/license period and any other prior period collected (including monies received for taxes, penalties, interest, and fees).
5.1.1. Fees for performing discovery Services shall be a contingency Fee of 40% of the revenues received as a result of the Services.
5.1.2. In the event that Client discovers a non-compliant business and reports the business to Consultant (including a calculation of all taxes/fees due), Consultant will categorize the business as a collection service effort and thus apply the lower
55 Services Agreement between
City of Dublin and HINDERLITER DE LLAMAS & ASSOCIATES (HDL) Exhibit A collection Services contingency Fee rate.
5.1.3. Fees for performing collection Services shall be a contingency Fee of 25% of the revenues received as a result of the Services.
5.1.4. Fees for performing audit Services shall be a contingency Fee of 40% of the revenues received as a result of the Services.
5.2. Consultant recognizes Client’s authority to waive or reduce the tax/fee debt of a business. Should Client decide to do so for a business whose deficiency was identified by Consultant, Consultant shall be entitled to compensation in the amount of one half (1/2) of the Fees Consultant would have otherwise earned. Deficiencies which are uncollectable due to insolvency or dissolution of the business, or for deficiencies which are otherwise incapable of collection (i.e. statute of limitation or other legal defense) shall not be considered a Client voluntary election to waive, and thus, Consultant would not be entitled to compensation related thereto under this provision.
5.3. The fee shall be paid notwithstanding any related Client assistance, work in parallel, and/or incurrence of attorneys’ fees or other costs or expenses in connection, with the relevant Services.
5.4. Fees related to travel and lodging expenses are billed at cost and applied to all meetings (including implementation, training, operations, and support). Travel expenses only apply to out of scope travel and must therefore be pre-approved by Client.
5.5. Fees will be invoiced monthly to Client for Services performed during the prior month.
Fees will be netted out of Client’s monthly revenue disbursement. Client will submit payment for any balance due to Consultant within 30 days of receiving the invoice.
6. Payment Processing – Consultant will configure payment processing services to utilize either a taxpayer funded model (convenience fee) or Client funded model, as directed by Client. Client may switch between these models upon written request to Consultant. Fees for each of these payment processing models are detailed here.
6.1. Taxpayer funded model – Client authorizes Consultant to collect each convenience fee from the taxpayer at time of payment.
6.1.1. Credit and debit card processing – 2.9% of transaction amount, minimum of $2.00
6.1.2. ACH/eCheck processing - $2.50 per transaction
6.2. Client funded
6.2.1. Credit and debit card processing – 2.9% of transaction amount
6.2.2. ACH/eCheck processing - $0.75 per transaction
6.3. Returned payments/NSF fee – Each occurrence of a card chargeback, returned payment or insufficient funds will incur a fee of $25.00, to be applied to the taxpayers account.
6.4. Consultant reserves the right to review and adjust pricing related to payment processing services on an annual basis. Consultant will communicate any such adjustment to Client in writing, with 60 days advance notice. Items that will be considered in the review of fees may include, but are not limited to: regulatory changes, card association rate adjustments, card association category changes, bank/processor dues and assessments, average consumer payment amounts, card type utilization, and costs of service.
56 STAFF REPORT
CITY COUNCIL
Agenda Item 5.3
DATE: February 18, 2025
TO: Honorable Mayor and City Councilmembers
FROM: Colleen Tribby, City Manager
SUBJECT: City Treasurer's Informational Report of Investments for the Quarter Ending December 31, 2024
Prepared by: Chris Rhoades, Financial Analyst
EXECUTIVE SUMMARY:
The City Council will receive an informational report on the City’s investments through the quarter ending December 31, 2024 including a monthly transaction ledger. The City’s investment portfolio for this period totaled $464,941,399 (market value) with an average market yield of
4.53%. As required by the City’s Investment Policy, the City Treasurer (Finance Director) affirms that the City is able to meet its expenditure requirements for the next six months.
STAFF RECOMMENDATION:
Receive the report.
FINANCIAL IMPACT:
There is no financial impact resulting from this report. Investments are made in accordance with the City’s Investment Policy and State Law. Interest earned is apportioned between funds (i.e., General Fund, Gas Tax Fund, etc.) based upon their proportionate share of the total cash balance.
The quarterly cash balance can vary from quarter to quarter based on the financial needs of the City, including the timing of revenues and expenditures.
DESCRIPTION:
The total investment portfolio (market value) consists of $301,193,731 managed by Chandler Asset Management, and $163,747,668 invested by the City in local government pools, the Local Agency Investment Fund (LAIF) and the California Asset Management Program (CAMP). The average market yield of the Chandler portfolio and the local pools was 4.49% and 4.60% respectively.
The total investment portfolio balance fluctuates throughout the year due to normal cash flow 57
needs and includes both discretionary and restricted funds.
Economic Update Highlights
The following are some highlights from the Economic Update included in the Investment Report prepared by Chandler (Attachment 1).
Recent economic data suggests continued growth fueled by a resilient consumer. Inflationary trends have subsided, but some components remain sticky, and core levels remain above the Fed’s target. The labor market reflects an improved balance between supply and demand for workers.
While job creation has been robust, continuing jobless claims remain elevated. Given the economic outlook, Chandler expects gradual normalization of monetary policy and a steepening yield curve.
City of Dublin Portfolio
The City's aggregate portfolio has maintained a healthy balance of investment types with only a minor shift in the City’s asset allocation, shifting funds from Agency securities to Treasury securities as part of the Chandler team rebalancing the City’s portfolio.
The market value of the City's portfolio increased by $26.8 million from the September 30, 2024 quarter. The quarterly change results from the normal fluctuations in the timing of incoming revenue, predominantly the receipt of property tax revenue, the City’s largest revenue source, in December. Approximately 50% of annual Property Tax revenue is received in December, with additional payments being received in April and June. These funds were deposited in Dublin’s California Asset Management Program (CAMP) account. The City’s portfolio increased by $38.5 million from the same quarter the prior year due to operating revenues exceeding expenditures on an annual basis, as well as the timing of capital project expenditures (see Table 1 below).
Additionally, overall market yield-to-maturity has increased to 4.53%, (shown in Table 2) due to the factors discussed in the Economic Update in the Chandler report. For detailed monthly transactions, see Attachment 2.
58
Table 1: Portfolio Values and Yield to Maturity
1Includes cash on hand, receivables, payables and accrued interest from the Local Pools. 2Accrued Interest is now shown in Cash.
3Includes cash on hand, receivables and payables from accounts managed by Chandler .
Table 2: Quarterly Holdings (Market Value) by Type, and YTM, Five Quarters Funds Managed by the City
The City participates in two local agency investment pools managed by government finance professionals and treasurers: the Local Agency Investment Fund (LAIF) and CAMP. Table 3 shows the yields in the pools and the yields for the assets managed by Chandler over the most recent eight quarters.
December 31, 2023 September 30, 2024
Holdings
Market
Value
Market
Value
Par
Value
Book
Value
Market
Value
% of
Subtotal
% of
Total
Portfolio
Book
Yield
Market
Yield
Managed by City
Cash1 - 314,182 313,298 313,298 313,298 0.2% 0.1% 0.00% 0.00% LAIF 26,534,226 27,392,776 27,717,626 27,717,626 27,717,626 16.9% 5.9% 4.43% 4.43% CAMP 109,660,424 106,918,796 135,716,745 135,716,745 135,716,745 82.9% 29.0% 4.65% 4.65% SUBTOTAL 136,194,650 134,625,755 163,747,668 163,747,668 163,747,668 100.00% 35.01% 4.60% 4.60% Accrued Interest2 254,504 - - 136,449,154 134,625,755 163,747,668 Managed by Chandler
ABS 25,798,334 33,965,921 33,204,568 33,201,051 33,334,796 11.1% 7.1% 4.71% 4.59% Agency 45,535,489 21,005,009 14,005,000 14,070,358 13,896,584 4.6% 3.0% 3.36% 4.32% Cash3 - 10,076 2,129 2,129 2,129 0.0% 0.0% 0.00% 0.00% Agency CMBS 8,685,518 11,859,631 14,370,000 13,912,291 13,733,961 4.6% 3.1% 4.15% 4.67% Money Market 1,159,231 2,161,116 743,108 743,108 743,108 0.2% 0.2% 4.09% 4.09% Supranational 23,370,361 27,039,073 28,265,000 27,937,978 27,445,408 9.2% 6.0% 2.75% 4.41% Corporate 72,851,163 78,453,439 77,190,000 76,778,100 75,925,813 25.4% 16.5% 3.77% 4.78% US Treasury 110,817,325 127,188,477 136,250,000 135,798,501 133,961,210 44.8% 29.1% 3.70% 4.33% SUBTOTAL 288,217,420 301,682,742 304,029,805 302,443,516 299,043,009 100.00% 64.99% 3.75% 4.49% Accrued Interest 1,782,764 1,812,539 2,150,722 290,000,184 303,495,281 301,193,731 TOTAL PORTFOLIO 426,449,338 438,121,036 467,777,474 466,191,184 464,941,399 100.00% 4.53% 67,639,286 47,987,590 38,492,061 36,315,892 2,973,069 26,820,364 December 31, 2024
Change from Prior Year
Change from Prior Quarter
Holdings (Market Value) 12/31/23 3/31/24 6/30/24 9/30/24 12/31/24 LAIF/CAMP 136,194,650 131,332,074 141,555,441 134,311,573 163,434,370 ABS 25,798,334 27,628,978 31,133,561 33,965,921 33,334,796 Agency 45,535,489 39,102,074 29,682,071 21,005,009 13,896,584 Cash 730,962 742,848 324,258 315,427 Agency CMBS 8,685,518 8,630,360 8,540,328 11,859,631 13,733,961 Money Market 1,159,231 813,046 356,932 2,161,116 743,108 Supranational 23,370,361 26,247,930 26,304,657 27,039,073 27,445,408 Corporate 72,851,163 75,214,801 75,954,352 78,453,439 75,925,813 US Treasury 110,817,325 110,896,377 118,846,162 127,188,477 133,961,210 Accrued Interest 2,037,268 1,713,120 2,031,616 1,812,539 2,150,722 TOTAL 426,449,339 422,309,722 435,147,967 438,121,036 464,941,399 YIELD TO MATURITY 4.71% 4.92% 4.98% 4.22% 4.53%
59
Table 3: Quarterly Portfolio Yields, Recent Eight Quarters Market Yield LAIF CAMP Chandler
3/31/23 2.88% 4.92% 4.37%
6/30/23 3.26% 5.20% 4.98%
9/30/23 3.61% 5.52% 5.24%
12/31/23 3.95% 5.56% 4.46%
3/31/24 4.27% 5.48% 4.79%
6/30/24 4.56% 5.44% 4.84%
9/30/24 4.57% 5.08% 3.89%
12/31/24 4.43% 4.65% 4.49%
STRATEGIC PLAN INITIATIVE:
None.
NOTICING REQUIREMENTS/PUBLIC OUTREACH:
The City Council Agenda was posted.
ATTACHMENTS:
1) City of Dublin Investment Report for Period Ending December 31, 2024 2) Transaction Ledger – October through December 2024
60 INVESTMENT REPORT
City of Dublin | As of December 31, 2024
CHANDLER ASSET MANAGEMENT | chandlerasset.com
Chandler Team:
For questions about your account, please call (800) 317-4747, or contact [email protected]
Information contained herein is confidential. We urge you to compare this statement to the one you receive from your qualified custodian. Please see Important Disclosures at the end of the statement.
Attachment 1
61 TABLE OF CONTENTS
City of Dublin | As of December 31, 2024
ECONOMIC UPDATE
ACCOUNT PROFILE
CONSOLIDATED INFORMATION
PORTFOLIO HOLDINGS
TRANSACTIONS
1 62
ECONOMIC UPDATE
2 63
Recent economic data suggests continued growth fueled by a resilient consumer. Inflationary trends have subsided, but some components remain sticky, and core levels remain above the Fed’s target. The labor market reflects improved balance between supply and demand for workers. While job creation has been robust, continuing jobless claims remain elevated. Given the economic outlook, we expect gradual normalization of monetary policy and a steepening yield curve.
As broadly anticipated, the Federal Open Market Committee (FOMC) reduced the Fed Funds Rate by 25 basis points to the range of 4.25-
4.50% at the December meeting. Although the cut was widely anticipated, market participants viewed the trajectory of rates in the SEP as ‘hawkish.’ Chair Jerome Powell reiterated previous statements indicating the economy is in a good place and that monetarypolicy is well positioned. The Fed released the quarterly Summary of Economic Projections (SEP), which now forecasts a higher central tendency of core inflation and a higher longer run Fed Funds forecast. In the Chandler team’s view, the updated SEP reflects the continued resiliency of the US economy and the corresponding risk of inflation taking longer to reach the FOMC’s two percent objective in 2025.
US Treasury yields shifted higher in December and the curve steepened. The 2-year Treasury yield increased 9 basis points to 4.24%, the 5- year Treasury rose 33 basis points to 4.38%, and the 10-year Treasury yield surged 40 basis points to 4.57%. The spread between the 2-year and 10-year Treasury yield points on the curve increased to +33 basis points at December month-end versus +2 basis points at November month-end. Thespread between the 2-year Treasury and 10-year Treasury yield one year ago was -37 basis points. The spread between the 3-month and 10-year Treasury yield points on the curve increased to +25 basis points in December from -32 basis points in November.
ECONOMIC UPDATE
3 64
-400
-200
0 200
400
600
800
1,000MOM Change In Thousands (000's)
Nonfarm Payroll (000's)
Non-farm Payroll (000's)
3-month average (000's)
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
Unemployment Rate
Underemployment Rate (U6)
Unemployment Rate (U3)
Rate (%)
The U.S. economy added 256,000 jobs in December, far exceeding consensus expectations. Gains were led by health care, retail, and leisure sectors, while manufacturing shed jobs. The three-monthmoving average and six-month moving average payrolls totaled 170,000 and 165,000 respectively. The unemployment rate declined to 4.1% in December, and the labor participation rate was unchanged at
62.5%, remaining below the pre-pandemic level of 63.3%. The U-6 underemploymentrate, which includes those who are marginally attached to the labor force and employed part time for economic reasons fell to 7.5%. Average hourly earnings moderatedto an increase of 3.9% year-over-year in December.
Source: US Department of Labor Source: US Department of Labor
EMPLOYMENT
4 65
0 2,000
4,000
6,000
8,000
10,000
12,000
14,000
Job Openings
Recession
Historical Average
In Thousands (000's)
The Labor D epartment’s Job Openings and Labor Turnover Survey (JOLTS) rose to 8.098 million new job openings in November, which represented an increase from the upwardly revised 7.839 million job openings in October. Job openings indicate a ratio of 1.1 jobs for each unemployed individual, representing a relatively balanced labor market.
Source: US Department of Labor
JOB OPENINGS & LABOR TURNOVER SURVEY
5 66
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
7.0%
8.0%
9.0%
10.0%
Consumer Price Index (CPI)
CPI YOY % Change
Core CPI YOY % Change
YOY (%) Change
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
7.0%
8.0%
9.0%
10.0%
Personal Consumption Expenditures (PCE)
PCE Price Deflator YOY % Change
PCE Cor e Deflator Y OY % Change
Fed Target
YOY (%) Change
In December, the Consumer Price Index (CPI) rose 0.4% month-over-month and 2.9% year-over-year. The Core CPI, which excludes volatile food a nd energy components, rose 0.2% month-over-monthand 3.2% year-over-year, slowing from last month and coming in lower than consensus expectations. The Personal Consumption Expenditures(PCE) Index rose 0.1% from the previous monthand 2.4% year-over-year in November versus a 2.3% increase in October. The Core PCE deflator (the Fed’s preferred gauge) increased 0.1% month-over-month, below recent small month-over-monthrises and 2.8% over the past year. Core prices are exhibiting what Fed Chair Powell describes as “sideways” movement. Although inflation has moderated, price increases remain above the Fed’s 2% target.
Source: US Department of Labor Source: US Department of Commerce
INFLATION
6 67
-30.0%
-20.0%
-10.0%
0.0%
10.0%
20.0%
30.0%
40.0%
50.0%
60.0%
Retail Sales YOY % Change
YOY (%) Change
December Retail S ales advanced broadly, providing evidence of a solid pace of consumer spending in the holiday season. Retail Sales rose 0.4% in December, after an increase of 0.8% in November and below the consensus expectation of 0.6%. Spending was solid for motor vehicles and non-store retailers, as well as for most other categories associated with the winter holidays. On a year-over-year basis, Retail Sales grew 3.9% in December versus 4.1% in November. The Retail Sales Control Group, which are used to calculate gross domestic product, increased 0.7% in December, the most in three months, exceeding expectations of 0.4%. The Conference Board’s Consumer Confidence Index declined to 104.7 in December from an upwardly revised 112.8 in November.Consumers' assessment about future business conditions and outcomes were substantially less optimistic and there was increased pessimism about future employment prospects. While the consumer has been resilient, low savings rates, growing credit card debt, higher delinquencies, and a moderating labor market pose potential risks to future spending.
0 20
40 60
80 100
120
140
160
Index Level
Consumer Confidence
Recession
Source: US Department of Commerce Source: The Conference Board All time high is 144.70 (1/31/00); All time low is 25.30 (2/28/09)
CONSUMER
7 68
-25.0%
-20.0%
-15.0%
-10.0%
-5.0%
0.0%
5.0%
10.0%
15.0%
Leading Economic Indicators (LEI)
Recession
YOY (%) Change
-1.00
-0.75
-0.50
-0.25
0.00 0.25
0.50 0.75
1.00 Chicago Fed National Activity Index (CFNAI)
Recession
3 Month Average
The Conference B oard’s Leading Economic Index (LEI) increased 0.3% in November reversing its -0.4% decline in October due to a rebound in building permits, continued support from equities, improvementin average hours worked in manufacturing, and fewer initial unemploymentclaims. The LEI decreased year-over-year by -3.5%. According to the Conference Board, the rise in LEI is a positive sign for future activity in the US and is consistent with an expectation for moderate growth at the end of 2024 and into early 2025. The Chicago Fed National Activity Index (CFNAI) improvedto -0.12 in Novemberfrom -0.50 in October. The three-monthmoving average fell to -0.31 in November from -0.27 in October, indicating below-trend growth expectations for the economy.
Source: The Conference Board Source: Federal Reserve Bank of Chicago
LEADING INDICATORS OF ECONOMIC ACTIVITY
8 69
0 200
400
600
800
1,000
1,200
1,400
1,600
1,800
2,000
2,200
2,400In Thousands of Units
Annualized Housing Starts
Multi Family Housing Starts
Single Family Housing Starts
Housing starts surged by 15.8% in December to 1.5 million units after declining in the prior three months. Total starts are down 4.4% compared to December 2023. The supply of existing homes is gradually becoming more abundant after the period of scarcity as homeowners held onto their low mortgage rates. The Freddie Mac 30-year fixed rate mortgage averaged approximately 6.7% in December. According to the Case-Shiller 20-City Home Price Index, housing prices rose 4.2% year-over-year in October, decelerating from
4.6% reportedin the previous month.With more inventory entering the market the trend is gradually improving; however higher mortgage rates continue to impact affordability.
Source: US Department of Commerce Source: S&P
-20.0%
-16.0%
-12.0%
-8.0%
-4.0%
0.0%
4.0%
8.0%
12.0%
16.0%
20.0%
24.0%
S&P/Case-Shiller 20 City Composite Home Price Index
Recession
YOY (%) Change
HOUSING
9 70
40 45
50 55
60 65
70 Institute of Supply Management (ISM) Surveys
ISM Manufacturing ISM Services
EXPANDING
CONTRACTING
The Institute for Supply Management (ISM) Manufacturing index rose more than forecast to 49.3 in December from 48.4 in November.
While the index has posted contractionary readings for the past nine months, New Orders and Prices indices continued in expansion territory and the Production Index returned to expansion this month. The Backlog of Orders Index and Employment Index remained in contraction. The ISM Services Index rose to 54.1 in December from 52.1 in Novemberwhile marking the sixth straight month of expansion.
Robust business activity ahead of the new year and mitigating risks of potential tariffs were the key drivers. A reading over 50 indicates expansion, while a reading under 50 indicates contraction.
Source: Institute for Supply Management
SURVEY BASED MEASURES
10 71
Components of GDP 12/23 3/ 24 6/24 9/24
2.3% 1.3% 1.9% 2.5%
0.2% 0.6% 1.5% 0.2%
0.1% -0.6% -0.9% -0.4%
0.0% 0.0% 0.3% 0.6%
0.6% 0.3% 0.3% 0.3%
3.2% 1.6% 3.0% 3.1%
State and Local (Consumption and Gross
Investment)
Personal Consumption Expenditures
Gross Private Domestic Investment
Net Exports and Imports
Federal Government Expenditures
Total
-40.0%
-30.0%
-20.0%
-10.0%
0.0%
10.0%
20.0%
30.0%
40.0%
Gross Domestic Product (GDP)
GDP QOQ % Change
GDP YOY % Change
Source: US Department of Commerce Source: US Department of Commerce According to t he third estimate, third quarter GDP increased at an annualized rate of 3.1% compared to 2.8% from the second estimate.
Growth continues to be powered by personal consumption expenditures. Government consumption expenditures and nonresidentialfixed investment also had positive contributions, with negative offsets by net exports, residential investment, and change in private inventories. The consensus projection calls for 2.4% growth in the fourth quarter and 2.7% growth for the full year 2024.
GROSS DOMESTIC PRODUCT (GDP)
11 72
Source: Federal Reserve Source: Bloomberg
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
9,000,000
10,000,000
Federal Reserve Balance Sheet Assets
Recession
In $ millions
As broadly anticipated, the Federal Open Market Committee (FOMC) reduced the Fed Funds Rate by 25 basis points to the range of 4.25-
4.50% at the December meeting. There was one dissenting vote by Cleveland Fed President Beth Hammack who would have preferredno change in rates. Although a reduction in rates was widely anticipated, market participants viewed the trajectory of rates in the SEP as ‘hawkish.’ Chair Jerome Powell reiterated previous statements that monetarypolicy is “well positioned” and the outlook remains roughly balanced between the dual mandate of maximum employmentand price stability. Economic activity is expanding at a solid pace, labor market conditions have “generally eased”, and the unemployment rate “remains low.” The Fed released the quarterly Summary of Economic Projections (SEP) which now forecasts a higher, longer run median Fed Funds rate expectation among Fed Governors at 2.8 –
3.6%. The Fed continues to reduce its holdings of U.S. Treasury securities and agency mortgage-backed securities as per its predefined schedule of $25 billion and $35 billion per month. Since the Fed began its Quantitative Tightening campaign in June 2022, securities holdings have declined by approximately $1.9T to approximately $7.0T.
0.00%
1.00%
2.00%
3.00%
4.00%
5.00%
6.00%
Effective Federal Funds Rate
Recession
Yield (%)
FEDERAL RESERVE
12 73
Source: Bloomberg Source: Bloomberg
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
US Treasury Note Yields
2-Year
5-Year
10-Year
Yield (%)
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
US Treasury Yield Curve
Dec-24
Sep-24
Dec-23
Yield (%)
At the end of December, the 2-year Treasury yield was 1 basis point lower, and the 10-Year Treasury yield was 69 basis points higher, year-over-year. The spread between the 2-year and 10-year Treasury yield points on the curve increased to +33 basis points at December month-endversus +2 basis points at November month-end. The yield curve inversion which began in July 2022 was historically long. The average historical spread (since 2004) is about +99 basis points. The 3-month and 10-year Treasury yield curve normalized to +25 basis points in December from -32 basis points in November.
BOND YIELDS
13 74
ACCOUNT PROFILE
14 75
OBJECTIVES
City of Dublin | Account #10198 | As of December 31, 2024 Investment Objectives
The investment objectives of the City of Dublin are first, to provide safety of principal; second, to provide adequate liquidity to meet all requirements which might be reasonably anticipated; third, to attain a market average rate of return on its investments throughout economic cycles; and fourth, to be diversified to avoid incurring unreasonable and avoidable risks regarding specific security types or individual financial institutions.
Chandler Asset Management Performance Objective
The performance objective of the City of Dublin is to earn a return that equals or exceeds the return on of the ICE BofA 1-5 Year Treasury and Agency Index.
Strategy
In order to achieve this objective, the portfolio invests in high quality fixed income instruments consistent with the City's investment policy and California Government Code.
15 76
STATEMENT OF COMPLIANCE
City of Dublin | Account #10198 | As of December 31, 2024 Rules Name Limit Actual Compliance
Status Notes
AGENCY MORTGAGE SECURITIES (CMOS)
Max % (MV) 20.0 4.6 Compliant
Max % Issuer (MV) 20.0 4.6 Compliant
Max Maturity (Years) 5.0 4.7 Compliant
ASSET-BACKED SECURITIES (ABS)
Max % (MV; Non Agency ABS & MBS) 20.0 11.1 Compliant
Max % Issuer (MV) 5.0 1.0 Compliant
Max Maturity (Years) 5 4 Compliant
Min Rating (AA- by 1) 0.0 0.0 Compliant
BANKERS' ACCEPTANCES
Max % (MV) 40.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Days) 180 0.0 Compliant
Min Rating (A-1 by 1) 0.0 0.0 Compliant
COMMERCIAL PAPER
Max % (MV) 25.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Days) 270 0.0 Compliant
Min Rating (A-1 by 1 or A- by 1) 0.0 0.0 Compliant
CORPORATE MEDIUM TERM NOTES
Max % (MV) 30.0 25.4 Compliant
Max % Issuer (MV) 5.0 1.5 Compliant
Max Maturity (Years) 5 4 Compliant
Min Rating (A- by 1) 0.0 0.0 C ompliant
FEDERAL AGENCIES
Max % (MV) 100.0 4.6 Compliant
Max % Issuer (MV) 35.0 2.8 Compliant
Max Callables (MV) 25.0 0.0 Compliant
Max Maturity (Years) 5 3 Compliant
16 77
STATEMENT OF COMPLIANCE
City of Dublin | Account #10198 | As of December 31, 2024 Rules Name Limit Actual Compliance
Status Notes
LOCAL AGENCY INVESTMENT FUND (LAIF)
Max Concentration (MV) 75.0 0.0 Compliant
MONEY MARKET MUTUAL FUNDS
Max % (MV; Money Market Fund & Mutual Fund) 20.0 0.2 Compliant Max % Issuer (MV) 20.0 0.2 Compliant
Min Rating (AAA by 2) 0.0 0.0 Compliant
MORTGAGE -BACKED SECURITIES (NON-AGENCY)
Max % (MV) 20.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years) 5.0 0.0 Compliant
Min Rating (AA- by 1) 0.0 0.0 Compliant
MUNICIPAL SECURITIES (ALL STATES)
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years) 5.0 0.0 Compliant
Min Rating (A- by 1) 0.0 0.0 Compliant
MUTUAL FUNDS
Max % (MV; Money Market Fund & Mutual Fund) 20.0 0.2 Compliant Max % Issuer (MV) 10.0 0.0 Compliant
Min Rating (AAA by 2) 0.0 0.0 Compliant
NEGOTIABLE CERTIFICATES OF DEPOSIT (NCD)
Max % (MV) 30.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years) 5 0.0 Compliant
Min Rating (A-1 by 1 or A- by 1 if > FDIC Limit) 0.0 0. 0 Compliant
SUPRANATIONAL OBLIGATIONS
Max % (MV) 30.0 9.2 Compliant
Max % Issuer (MV) 10.0 4.5 Compliant
Max Maturity (Years) 5 4 Compliant
Min Rating (AA- by 1) 0.0 0.0 Compliant
17 78
STATEMENT OF COMPLIANCE
City of Dublin | Account #10198 | As of December 31, 2024 Rules Name Limit Actual Compliance
Status Notes
TIME DEPOSITS
Max % (MV) 10.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years) 1.0 0.0 Compliant
U.S. TREASURIES
Max % (MV) 100.0 44.8 Compliant
Max Maturity (Years) 5 4 Compliant
18 79
PORTFOLIO CHARACTERISTICS
City of Dublin | Account #10198 | As of December 31, 2024 Benchmark* 12/31/2024
Portfolio
9/30/2024
Portfolio
Average Maturity (yrs) 2.66 3.09 3.07
Average Modified Duration 2.48 2.60 2.61
Average Purchase Yield 3.75% 3.56%
Average Market Yield 4.29% 4.49% 3.89%
Average Quality** AA+ AA AA
Total Market Value 301,193,731 303,495,281
*Benchmark: ICE BofA 1-5 Year Unsubordinated US Treasury & Agency Index **The credit quality is a weighted average calculation of the highest of S&P, Moody’s and Fitch. 19 80
SECTOR DISTRIBUTION
City of Dublin | Account #10198 | As of December 31, 2024 Sector as a Percentage of Market Value
Sector 12/31/2024 09/30/2024
US Treasury 44.80% 42.16%
Corporate 25.39% 26.01%
ABS 11.15% 11.26%
Supras 9.18% 8.96%
Agency 4.65% 6.96%
Agency CMBS 4.59% 3.93%
Money Mkt Fd 0.25% 0.72%
20 81
ISSUERS
City of Dublin | Account #10198 | As of December 31, 2024 Issuer Investment Type % Portfolio
Government of The United States US Treasury 44.80%
FHLMC Agency CMBS 4.59%
International Bank for Recon and Dev Supras 4.55%
Inter-American Development Bank Supras 4.09%
Federal Home Loan Banks Agency 2.85%
Chase Issuance Trust ABS 1.68%
UnitedHealth Group Incorporated Corporate 1.48%
Bank of Montreal Corporate 1.46%
Bank of America Corporation Corporate 1.40%
Deere & Company Corporate 1.33%
The Toronto-Dominion Bank Corporate 1.33%
Toyota Motor Corporation Corporate 1.29%
John Deere Owner Trust ABS 1.26%
Royal Bank of Canada Corporate 1.17%
Merck & Co., Inc. Corporate 1.15%
JPMorgan Chase & Co. Corporate 1.14%
Caterpillar Inc. Corporate 1.12%
FNMA Agency 0.93%
Amazon.com, Inc. Corporate 0.91%
Tennessee Valley Authority Agency 0.87%
Northwestern Mutual Global Funding Corporate 0.83%
Honeywell International Inc. Corporate 0.83%
Guardian Life Global Funding Corporate 0.79%
Honda Motor Co., Ltd. Corporate 0.79%
Morgan Stanley Corporate 0.75%
Realty Income Corporation Corporate 0.74%
Berkshire Hathaway Inc. Corporate 0.74%
American Express Credit Master Trust ABS 0.73%
BMW Vehicle Owner Trust ABS 0. 72%
GM Financial Automobile Leasing Trus ABS 0.69%
21 82
ISSUERS
City of Dublin | Account #10198 | As of December 31, 2024 Issuer Investment Type % Portfolio
Walmart Inc. Corporate 0.68%
MERCEDES-BENZ AUTO RECEIVABLES TRUST ABS 0.65%
Toyota Lease Owner Trust 2024-B ABS 0.64%
The Home Depot, Inc. Corporate 0.63%
The Charles Schwab Corporation Corporate 0.62%
Honda Auto Receivables 2024-3 Owner ABS 0.62%
Metropolitan Life Global Funding I Corporate 0.59%
GM Financial Securitized Term ABS 0.56%
WF Card Issuance Trust 2024-2 ABS 0.55%
International Finance Corporation Supras 0.54%
Hyundai Auto Receivables Trust ABS 0.53%
Cisco Systems, Inc. Corporate 0.53%
Honda Auto Receivables Owner Trust ABS 0.52%
Wells Fargo & Company Corporate 0.51%
AbbVie Inc. Corporate 0.50%
Bank of America Credit Card Trust ABS 0.50%
BNY Mellon Corp Corporate 0.49%
Target Corporation Corporate 0.43%
U.S. Bancorp Corporate 0.41%
Met Tower Global Funding Corporate 0.41%
Toyota Lease Owner Trust ABS 0.34%
Toyota Auto Receivables Owner Trust ABS 0.33%
Dominion Energy, Inc. Corporate 0.33%
Hyundai Auto Receivables Trust 2024- ABS 0.28%
Hyundai Auto Lease Securitization Tr ABS 0.26%
Mercedes-Benz Auto Lease Trust ABS 0.26%
First A merican Govt Oblig fund Money Mkt Fd 0.25%
BMW Vehicle Lease Trust ABS 0.03%
Cash Cash 0.00%
TOTAL 100.00%
22 83
QUALITY DISTRIBUTION
Rating 12/31/2024 09/30/2024
AAA 19.0% 19.2%
AA 58.0% 57.1%
A 19.2% 20.2%
BBB 0.8% 0.3%
NR 2.9% 3.2%
Rating 12/31/2024 09/30/2024
AAA 70.0% 69.3%
AA 3.7% 3.2%
A 21.0% 22.0%
NR 5.4% 5.5%
Rating 12/31/2024 09/30/2024
AAA 12.8% 12.9%
AA 60.2% 60.0%
A 11.3% 10.8%
NR 15.7% 16.3%
City of Dublin | Account #10198 | As of December 31, 2024 S&P Rating Moody’s Rating Fitch Rating
23 84
0-.25 .25-.5 .5-1 1-2 2-3 3-4 4-5 5-7 7+
Portfolio 1.2% 3.3% 7.0% 19.8% 27.0% 33.0% 8.7% 0.0% 0.0% ICE BofA 1-5 Year Unsubordinated US Treasury &
Agency Index 0.0% 0.0% 2.4% 36.3% 26.3% 24.0% 11.0% 0.0% 0.0%
DURATION DISTRIBUTION
City of Dublin | Account #10198 | As of December 31, 2024 Portfolio Compared to the Benchmark
24 85
3 Months 12 Months 2 Years 3 Years 5 Years 10 Years Since Inception
TOTAL RATE OF RETURN
City of Dublin (0.76%) 3.86% 4.32% 1.22% 1.39% 1.63% 1.53% Benchmark (0.76%) 3.42% 3.86% 0.74% 1.05% 1.37% 1.27%
*Periods over 1 year are annualized.
Benchmark: ICE BofA 1-5 Year Unsubordinated US Treasury & Agency Index Total rate of return: A measure of a portfolio’s performance over time. It is the internal rate of return, which equates the beginning value of the portfolio with the ending market value; it includes interest earnings, realized and unrealized gains and losses in the portfolio.
INVESTMENT PERFORMANCE
City of Dublin | Account #10198 | As of December 31, 2024 Total Rate of Return : Inception | 11/01/2013
25 86
PORTFOLIO CHARACTERISTICS
City of Dublin Reporting Account | Account #10219 | As of December 31, 2024 12/31/2024
Portfolio
9/30/2024
Portfolio
Average Maturity (yrs) 0.00 0.00
Average Modified Duration 0.00 0.00
Average Purchase Yield 4.60% 4.96%
Average Market Yield 4.60% 4.96%
Average Quality** AAA AAA
Total Market Value 163,747,668 134,625,755
*Benchmark: NO BENCHMARK REQUIRED
**The credit quality is a weighted average calculation of the highest of S&P, Moody’s and Fitch. 26 87
SECTOR DISTRIBUTION
City of Dublin Reporting Account | Account #10219 | As of December 31, 2024 Sector as a Percentage of Market Value
Sector 12/31/2024 09/30/2024
LGIP 82.88% 79.42%
LAIF 16.93% 20.35%
Cash 0.19% 0.23%
27 88
ISSUERS
City of Dublin Reporting Account | Account #10219 | As of December 31, 2024 Issuer Investment Type % Portfolio
California Asset Mgmt Program LGIP 82.88%
LAIF LAIF 16.93%
Cash Cash 0.19%
TOTAL 100.00%
28 89
CONSOLIDATED INFORMATION
29 90
PORTFOLIO CHARACTERISTICS
City of Dublin Cons | Account #10221 | As of December 31, 2024 12/31/2024
Portfolio
9/30/2024
Portfolio
Average Maturity (yrs) 2.00 2.13
Average Modified Duration 1.68 2.61
Average Purchase Yield 4.05% 4.00%
Average Market Yield 4.53% 4.22%
Average Quality** AA+ AA+
Total Market Value 464,941,399 438,121,036
*Benchmark: NO BENCHMARK REQUIRED
**The credit quality is a weighted average calculation of the highest of S&P, Moody’s and Fitch. 30 91
SECTOR DISTRIBUTION
City of Dublin Cons | Account #10221 | As of December 31, 2024 Sector as a Percentage of Market Value
Sector 12/31/2024 09/30/2024
LGIP 29.33% 24.51%
US Treasury 28.95% 29.15%
Corporate 16.41% 17.98%
ABS 7.20% 7.78%
LAIF 5.99% 6.28%
Supras 5.93% 6.20%
Agency 3.00% 4.81%
Agency CMBS 2.97% 2.72%
Money Mkt Fd 0.16% 0.50%
Cash 0.07% 0.07%
31 92
PORTFOLIO HOLDINGS
32 93
HOLDINGS REPORT
City of Dublin | Account #10198 | As of December 31, 2024 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
ABS
05593AAC3 BMWLT 2023-1 A3 5.16
11/25/2025 75,778.26 02/07/2023
5.43%
75,776.45
75,777.67
100.07
4.67%
75,831.42
65.17 0.03%
53.75 Aaa/AAA
NA
0.90 0.13
43815GAC3 HAROT 2021-4 A3 0.88
01/21/2026 120,007.50 11/16/2021
0.89%
119,982.20
120,001.81
99.22 4.64%
119,074.06
29.34 0.04%
(927.75)
Aaa/NA
AAA
1.06 0.21
47789QAC4 JDOT 2021-B A3 0.52 03/16/2026 122,296.19 07/13/2021
0.52%
122,285.28
122,293.75
99.50 4.47%
121,687.03
28.26 0.04%
(606.72)
Aaa/NA
AAA
1.21 0.13
43815BAC4 HAROT 2022-1 A3 1.88
05/15/2026 414,772.15 02/15/2022
1.89%
414,709.76
414,753.75
99.14 4.60%
411,210.83
346.57
0.14%
(3,542.92)
Aaa/AAA
NA
1.37 0.31
44935FAD6 HART 2021-C A3 0.74 05/15/2026 56,949.22 11/09/2021
0.75%
56,936.51
56,945.95
99.60 4.64%
56,720.73
18.73 0.02%
(225.22)
NA/AAA
AAA
1.37 0.10
05602RAD3 BMWOT 2022-A A3 3.21
08/25/2026 278,590.72 05/10/2022
3 .23%
278,576.24
278,585.56
99.55 4.54%
277,323.55
149.05
0.09%
(1,262.01)
Aaa/AAA
NA
1.65 0.35
47787JAC2 JDOT 2022 A3 0.36 09/15/2026 294,226.05 03/10/2022
2.34%
294,160.96
294,203.14
99.17 4.82%
291,775.62
303.38
0.10%
(2,427.52)
Aaa/NA
AAA
1.71 0.
33 362554AC1 GMCAR 2021-4 A3 0.68
09/16/2026 122,756.76 10/13/2021
0.68%
122,753.63
122,755.84
99.07 4.44%
121,614.19
34.78 0.04%
(1,141.65)
Aaa/AAA
NA
1.71 0.25
448977AD0 HART 2022-A A3 2.22 10/15/2026 353,215.38 03/09/2022
2.23%
353,201.79
353,210.61
99.25 4.77%
350,571.25
348.51
0.12%
(2,639.36)
NA/AAA
AAA
1.79 0.29
380146AC4 GMCAR 2022-1 A3 1.26
11/16/2026 134,580.23 01/11/2022
1.27%
134,568.54
134,576.25
99.09 4.61%
133,361.92
70.65 0.04%
(1,214.34)
NA/AAA
AAA
1.88 0.27
362585AC5 GMCAR 2022-2 A3 3.1
02/16/2027 359,223.07 04/05/2022
3.13%
359,147.99
359,192.86
99.35 4.63%
356,888.84
464.00
0.12%
(2,304.03)
Aaa/AAA
NA
2.13 0.43
47800AAC4 JDOT 2022-B A3 3.74 02/16/2027 637,926.86 07/12/2022
3.77%
637,865.93
637,899.64
99.56 4.56%
635,149.71
1,060.38
0.21%
(2,749.93)
Aaa/NA
AAA
2.13 0.55
4 48988AD7 HALST 24A A3 5.02 03/15/2027 785,000.00 01/17/2024
5.03%
784,851.24
784,895.76
100.52
4.58%
789,071.64
1,751.42
0.26%
4,175.87
NA/AAA
AAA
2.20 1.04
36269FAD8 GMALT 2024-1 A3 5.09
03/22/2027 995,000.00 02/08/2024
5.09%
994,875.63
994,910.93
100.61
4.58%
1,001,058.95
1,547.50
0.33%
6,148.02
NA/AAA
AAA
2.22 1.08
89238GAD3 TLOT 2024-A A3 5.25 04/20/2027 1,000,000.00 02/21/2024
5.25%
999,957.80
999,969.16
100.79
4.54%
1,007,947.00
1,604.17
0.34%
7 ,977.84
NA/AAA
AAA
2.30 1.04
02582JJT8 AMXCA 2022-2 A 3.39 05/17/2027 2,205,000.00 05/17/2022
3.42%
2,204,512.25
2,204,914.70
99.56 4.65%
2,195,203.19
3,322.20
0.73%
(9,711.52)
NA/AAA
AAA
0.37 0.36
33 94
HOLDINGS REPORT
City of Dublin | Account #10198 | As of December 31, 2024 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
47800BAC2 JDOT 2022-C A3 5.09 06/15/2027 1,028,989.39 10/12/2022
5.15%
1,028,909.54
1,028,948.11
100.29
4.69%
1,031,993.73
2,327.80
0.35%
3,045.62
Aaa/NA
AAA
2.45 0.64
36269WAD1 GMALT 2024-2 A3 5.39
07/20/2027 1,055,000.00 05/07/2024
5.85%
1,054,938.71
1,054,950.86
101.10
4.63%
1,066,605.42
1,737.53
0.36%
11,654.56
NA/AAA
AAA
2.55 1.33
58768PAC8 MBART 2022-1 A3 5.21
08/16/2027 1,945,256.33 11/15/2022
5.28%
1,944,871.56
1,945,046.52
100.45
4.59%
1,953,945.79
4,504.35
0.65%
8,899.26
Aaa/AAA
NA
2.62 0.65
891943AD4 TLOT 2024-B A3 4.21 09/20/2027 1,925,000.00 09/10/2024
4.25%
1,924,774.78
1,924,796.52
99.43 4.59%
1,913,935.68
2,476.30
0.64%
(10,860.85)
Aaa/NA
AAA
2.72 1.70
58770JAD6 MBALT 2024-A A3 5.32
01/18/2028 765,000.00 05/17/2024
5.73%
764,910.50
764,925.45
101.19
4.64%
774,092.10
1,808.80
0.26%
9,166.65
Aaa/NA
AAA
3.05 1.60
362583AD8 GMCAR 2023-2 A3 4.47
02/16/2028 625,000.00 04/04/2023
4.51%
6 24,982.81
624,988.92
100.00
4.51%
624,981.31
1,164.06
0.21%
(7.61)
Aaa/AAA
NA
3.13 0.81
05592XAD2 BMWOT 2023-A A3 5.47
02/25/2028 550,000.00 07/11/2023
5.47%
549,902.54
549,933.41
100.87
4.55%
554,764.10
501.42
0.19%
4,830.69
NA/AAA
AAA
3.15 0.88
89239FAD4
T
AOT 2023-D A3 5.54 08/15/2028 980,000.00 11/07/2023
6.30%
979,894.36
979,919.55
101.47
4.57%
994,399.14
2,412.98
0.33%
14,479.59
NA/AAA
AAA
3.62 1.41
161571HT4 CHAIT 2023-1 A 5.16 09/15/2028 3,090,000.00 09/07/2023
5.17%
3,089,143.45
3,089,365.67
101.06
4.56%
3,122,750.91
7,086.40
1.04%
33,385.24
NR/AAA
AAA
3.71 1.59
47800RAD5 JDOT 2024 A3 4.96 11/15/2028 550,000.00 03/11/2024
5.12%
549,969.20
549,974.41
100.77
4.57%
554,233.68
1,212.44
0.19%
4,259.27
Aaa/NA
AAA
3.88 1.73
437930AC4 HONDO-242-A3 5.27 11/20/2028 1,000,000.00 05/14/2024
5.27%
999,878.50
999,895.13
101.21
4.60%
1,012,136.90
1,903.06
0.34%
12,241.77
NA/AAA
AAA
3.89 1.65
36268GAD7 GMCAR 2024-1 A3 4.85
12/18/2028 445,000.00 01/09/2024
4.91%
444,910.51
444,927.94
100.51
4.54%
447,290.33
899.27
0.15%
2,362.39
Aaa/NA
AAA
3.97 1.43
161571HV9 C
HAIT 241 A 4.6 01/16/2029 1,910,000.00 01/24/2024
4.61%
1,909,709.11
1,909,763.05
100.26
4.51%
1,914,947.28
3,904.89
0.64%
5,184.23
NR/AAA
AAA
4.04 1.90
448973AD9 HART 2024-A A3 4.99 02/15/2029 1,170,000.00 03/11/2024
5.05%
1,169,742.02
1,169,783.31
100.74
4.61%
1,178,685.03
2,594.80
0.39%
8,901.71
NA/AAA
AAA
4.13 1.72
096919AD7 BMWOT 2024-A A3 5.18
02/26/2029 1,305,000.00 06/04/2024
5.24%
1,304,801.77
1,304,825.27
101.18
4.48%
1,320,396.91
1,126.65
0.44%
15,571.64
Aaa/AAA
NA
4. 16
1.55 47786WAD2 JDOT 2024-B A3 5.2 03/15/2029 1,110,000.00 06/11/2024
5.26%
1,109,783.00
1,109,807.70
101.25
4.63%
1,123,881.66
2,565.33
0.38%
14,073.96
Aaa/NA
AAA
4.20 1.98
44934QAD3 HART 2024-B A3 4.84 03/15/2029 825,000.00 07/16/2024
4.90%
824,875.51
824,887.34
100.51
4.64%
829,247.60
1,774.67
0.28%
4,360.26
NA/AAA
AAA
4.20 2.04
34 95
HOLDINGS REPORT
City of Dublin | Account #10198 | As of December 31, 2024 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
43813YAC6 HAROT 2024-3 A3 4.57
03/21/2029 1,845,000.00 08/09/2024
4.62%
1,844,710.15
1,844,733.19
99.94 4.65%
1,843,872.71
2,342.13
0.62%
(860.49)
Aaa/NA
AAA
4.22 1.85
05522RDJ4 BACCT 2024-1 A 4.93 05/15/2029 1,480,000.00 06/06/2024
4.93%
1,479,916.97
1,479,926.58
100.97
4.54%
1,494,303.61
3,242.84
0.50%
14,377.03
Aaa/AAA
NA
4.37 2.19
92970QAE5 WFCIT 2024-2 A 4.29 10/15/2029 1,645,000.00 10/17/2024
4.33%
1,644,755.55
1,644,764.83
99.32 4.59%
1,633,842.29
3,136.47
0.55%
(10,922.54)
Aaa/AAA
NA
4.79 2.57
33,199,542.74 100.40 33,334,796.08 11.15% Aaa/AAA 3.16
Total ABS 33,204,568.10 4.71% 33,201,051.15 4.59% 59,866.27 133,744.92 AAA 1.37 AGENCY
3135G06G3 FEDERAL NATIONAL MORTGAGE
ASSOCIATION 0.5 11/07/2025 2,860,000.00 11/09/2020
0.57%
2,849,761.20
2,858,256.99
96.88 4.29%
2,770,670.22
2,145.00
0.93%
(87,586.77)
Aaa/AA+
AA+
0.85 0.83
3130ATUC9 FEDERAL HOME LOAN BANKS 4.5
12/12/2025 4,000,000.00 02/09/2023
4.22%
4,029,238.40
4,009,736.73
100.22
4.26%
4 ,008,723.52
9,500.00
1.34%
(1,013.21)
Aaa/AA+
AA+
0.95 0.91
3130ATS57 FEDERAL HOME LOAN BANKS 4.5
03/10/2028 3,000,000.00 03/21/2023
4.01%
3,065,010.00
3,041,692.36
100.38
4.37%
3,011,356.95
41,625.00
1.01%
(30,335.41)
Aaa/AA+
AA+
3.19 2.90
880591EZ1 TENNESSEE VALLEY AUTHORITY
3.875 03/15/2028 2,645,000.00 --
3.73%
2 ,661,791.35
2,656,005.27
98.65 4.33%
2,609,260.89
30,178.72
0.87%
(46,744.38)
Aaa/AA+
AA+
3.21 2.94
3130AWMN7 FEDERAL HOME LOAN BANKS
4.375 06/09/2028 1,500,000.00 07/26/2023
4.27%
1,506,615.00
1,504,666.57
99.77 4.45%
1,496,572.50
4,010.42
0.50%
(8,094.07)
Aaa/AA+
AA+
3.44 3.15
14,112,415.95 99.24 13,896,584.08 4.65% Aaa/AA+ 2.11
Total Agency 14,005,000.00 3.36% 14,070,357.92 4.32% 87,459.13 (173,773.84) AA+ 1.95
AGENCY CMBS
3137BSRE5 FHMS K-059 A2 3.12 09/25/2026 2,000,000.00 02/18/2022
2.08%
2,085,625.00
2,031,551.51
97.68 4.50%
1,953,631.40
5,200.00
0.65%
(77,920.11)
Aaa/AAA
AAA
1.73 1.56
3137F4D41 FHMS K-074 A2 3.6 01/25/2028 1,000,000.00 07/25/2023
4.73%
954,414.06
969,149.19
97.08 4.61%
970,816.60
3,000.00
0.32%
1,667.41
Aaa/AA+
AAA
3.07 2.78
3137FG6X8 FHMS K-077 A2 3.85 05/25/2028 2,815,000.00 05/24/2023
4.24%
2,763,318.36
2,780,047.34
97.28 4.70%
2,738,468.60
9 ,031.46
0.92%
(41,578.75)
Aaa/AA+
AAA
3.40 3.04
3137FK4M5 FHMS K-085 A2 4.06 10/25/2028 1,100,000.00 10/30/2023
5.37%
1,038,253.91
1,052,907.86
97.69 4.70%
1,074,621.79
3,721.67
0.36%
21,713.93
Aaa/AA+
AA+
3.82 3.43
35 96
HOLDINGS REPORT
City of Dublin | Account #10198 | As of December 31, 2024 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
3137FKUP9 FHMS K-087 A2 3.771 12/25/2028 2,500,000.00 07/01/2024
4.86%
2,391,699.22
2,403,807.38
96.77 4.68%
2,419,127.25
7,856.25
0.81%
15,319.87
Aaa/AAA
AA+
3.99 3.46
3137H5YC5 FHMS K-748 A2 2.26 01/25/2029 2,000,000.00 08/26/2024
4.08%
1,855,937.50
1,867,291.73
91.15 4.71%
1,823,084.40
3,766.67
0.61%
(44,207.33)
Aaa/AA+
AAA
4.07 3.71
3137H9D71 FHMS K-750 A2 3.0 09/25/2029 2,955,000.00 10/18/2024
4.25%
2,801,478.52
2,807,536.30
93.21 4.74%
2,754,211.30
7,387.50
0.92%
(53,325.01)
Aaa/AA+
AAA
4.73 3.96
13,890,726.57 95.63 13,733,961.33 4.59% Aaa/AA+ 3.63
Total Agency CMBS 14,370,000.00 4.15% 13,912,291.32 4.67% 39,963.54 (178,329.99) AAA 3.19 CASH
CCYUSD Receivable 2,128.78 --
0.00%
2,128.78
2,128.78
1.00 0.00%
2,128.78
0.00 0.00%
0.00 Aaa/AAA
AAA
0.00 0.00
2,128.78 1.00 2,128.78 0.00% Aaa/AAA 0.00
Total Cash 2,128.78 0.00% 2,128.78 0.00% 0.00 0.00 AAA 0.00
CORPORATE
438516CB0 HONEYWELL INTERNATIONAL INC
1.35 0
6/01/2025 2,500,000.00 06/23/2020
0.85%
2,559,500.00
2,504,031.62
98.70 4.55%
2,467,437.38
2,812.50
0.83%
(36,594.25)
A2/A
A
0.42 0.41
78015K7H1 ROYAL BANK OF CANADA 1.15
06/10/2025 1,000,000.00 02/22/2021
0.86%
1,012,240.00
1,001,249.78
98.47 4
.70%
984,715.23
670.83
0.33%
(16,534.55)
A1/A
AA-
0.44 0.43
66815L2J7 NORTHWESTERN MUTUAL
GLOBAL FUNDING 4.0 07/01/2025 2,500,000.00 06/27/2022
4.01%
2,499,150.00
2,499,859.63
99.70 4.61%
2,492,588.85
50,000.00
0.83%
(7,270.78)
Aaa/AA+
AAA
0.50 0.49
02665WDL2 AMERICAN HONDA FINANCE
CORP 1.2 07/08/2025 1,000,000.00 08/10/2021
1.00%
1,007,640.00
1,001,007.24
98.28 4.60%
982,831.43
5,766.67
0.33%
(18,175.81)
A3/A-
A
0.52 0.50
89114QCK2 TORONTO-DOMINION BANK 0.75
09/11/2025 1,000,000.00 02/16/2021
0.81%
997,230.00
999,579.35
97.34 4.70%
973,402.01
2,291.67
0.33%
(26,177.34)
A2/A-
AA-
0.70 0.67
06051GHY8 BANK OF AMERICA CORP 2.015
02/13/2026 1,250,000.00 03/04/2021
1.15%
1,291,725.00
1,251,247.69
99.67 5.21%
1,245,820.94
9,655.21
0.42%
(5,426.75)
A1/A-
AA-
1.12 0.11
46647PBH8 JPMORGAN CHASE & CO 2.005
03/13/2026 1,000,000.00 04/29/2021
1.21%
1,030,270.00
1,001,521.00
99.42 5.77%
994,221.64
6,015.00
0.33%
(7,299.36)
A1
/A
AA-
1.20 0.20
808513BR5 CHARLES SCHWAB CORP 1.15
05/13/2026 1,370,000.00 05/11/2021
1.20%
1,366,821.60
1,369,134.90
95.48 4.61%
1,308,079.26
2,100.67
0.44%
(61,055.64)
A2/A-
A
1.36 1.32
36 97
HOLDINGS REPORT
City of Dublin | Account #10198 | As of December 31, 2024 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
91324PEC2 UNITEDHEALTH GROUP INC 1.15
05/15/2026 2,000,000.00 --
1.90%
1,939,210.15
1,980,228.31
95.56 4.53%
1,911,286.10
2,938.89
0.64%
(68,942.21)
A2/A+
A
1.37 1.33
89236TJK2 TOYOTA MOTOR CREDIT CORP
1.125 06/18/2026 2,485,000.00 06/15/2021
1.13%
2,483,906.60
2,484,680.84
95.08 4.65%
2,362,770.31
1,009.53
0.79%
(121,910.54)
A1/A+
A+
1.46 1.42
58989V2D5 MET TOWER GLOBAL FUNDING
1.25 09/14/2026 1,285,000.00 09/07/2021
1.27%
1,283,817.80
1,284,597.95
94.59 4.59%
1,215,508.09
4,774.13
0.41%
(69,089.86)
Aa3/AA-
AA-
1.70 1.64
06368FAC3 BANK OF MONTREAL 1.25
09/15/2026 2,500,000.00 --
1.29%
2,495,539.50
2,498,480.60
94.55 4.62%
2,363,674.48
9,201.39
0.79%
(134,806.12)
A2/A-
AA-
1.71 1.65
931142ER0 WALMART INC 1.05 09/17/2026 585,000.00 09/08/2021
1.09%
583,894.35
584,622.16
94.60 4.36%
553,421.28
1,774.50
0.19%
(31,200.88)
Aa2/AA
AA
1.71 1.66
59217GER6 METROPOLITAN LIFE GLOBAL
FUNDING I 1.875 01/11/2027 1,860,000.00 01/03/2022
1.90%
1,857,879.60
1,859,140.69
9 4.70
4.65%
1,761,476.45
16,468.75
0.59%
(97,664.24)
Aa3/AA-
AA-
2.03 1.93
87612EBM7 TARGET CORP 1.95 01/15/2027 1,340,000.00 01/19/2022
1.99%
1,337,722.00
1,339,067.24
95.14 4.47%
1,274,885.49
12,048.83
0.43%
(64,181.75)
A2/A
A
2.04 1.94
808513BY0 CHARLES SCHWAB CORP 2.45
03/03/2027 585,000.00 03/01/2022
2.47%
584,368.20
584,726.31
95.49 4
.66%
558,624.75
4,697.88
0.19%
(26,101.56)
A2/A-
A
2.17 2.06
084664CZ2 BERKSHIRE HATHAWAY FINANCE
CORP 2.3 03/15/2027 2,295,000.00 03/07/2022
2.30%
2,294,563.95
2,294,808.24
95.79 4.32%
2,198,308.35
15,542.25
0.74%
(96,499.90)
Aa2/AA
A+
2.20 2.10
40139LBF9 GUARDIAN LIFE GLOBAL FUNDING
3.246 03/29/2027 765,000.00 03/24/2022
3.25%
765,000.00
765,000.00
96.94 4.70%
741,621.70
6,345.93
0.25%
(23,378.30)
Aa1/AA+
NA
2.24 2.11
023135CF1 AMAZON.COM INC 3.3
04/13/2027 1,750,000.00 04/25/2022
3.34%
1,746,972.50
1,748,609.89
97.36 4.53%
1,703,779.00
12,512.50
0.57%
(44,830.89)
A1/AA
AA-
2.28 2.15
46647PCB0 JPMORGAN CHASE & CO 1.578
04/22/2027 500,000.00 08/23/2022
4.64%
449,845.00
481,608.71
96.02 4.98%
480,114.20
1,512.25
0.16%
(1,494.52)
A1/A
AA-
2.31 1.26
927804GH1 VIRGINIA ELECTRIC AND POWER
CO 3.75 05/15/2027 1,000,000.00 --
3 .75%
999,773.40
999,875.69
97.74 4.77%
977,398.00
4,791.67
0.33%
(22,477.69)
A2/BBB+
A
2.37 2.22
14913R3A3 CATERPILLAR FINANCIAL SERVICES
CORP 3.6 08/12/2027 1,375,000.00 --
3.89%
1,357,243.75
1,365,583.22
97.64 4.57%
1,342,570.63
19,112.50
0.45%
(23,012.59)
A2/A
A+
2.61 2.42
931142EX7 WALMART INC 3.95 09/09/2027 1,500,000.00 --
3.97%
1,498,302.30
1,499,087.93
99.02 4.34%
1,485,290.24
18,433.33
0.50%
(13,797.69)
Aa2/AA
AA
2.69 2.49
89236TKJ3 TOYOTA MOTOR CREDIT CORP
4.55 09/20/2027 1,500,000.00 11/22/2022
4.88%
1,479,060.00
1,488,197.46
99.99 4.55%
1,499,867.57
1 9,147.92
0.50%
11,670.11
A1/A+
A+
2.72 2.50
023135CP9 AMAZON.COM INC 4.55
12/01/2027 1,000,000.00 01/17/2023
4.21%
1,014,400.00
1,008,522.95
100.60
4.33%
1,006,011.92
3,791.67
0.34%
(2,511.03)
A1/AA
AA-
2.92 2.62
37 98
HOLDINGS REPORT
City of Dublin | Account #10198 | As of December 31, 2024 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
89115A2M3 TORONTO-DOMINION BANK 5.156
01/10/2028 3,000,000.00 --
5.28%
2,984,380.00
2,989,681.84
100.50
4.97%
3,015,028.23
73,473.00
1.01%
25,346.39
A2/A-
AA-
3.03 2.70
756109AU8 REALTY INCOME CORP 3.65
01/15/2028 960,000.00 04/10/2023
4.87%
910,540.80
928,458.74
96.55 4.89%
926,883.52
16,157.33
0.31%
(1,575.22)
A3/A-
WR
3.04 2.78
24422EWR6 JOHN DEERE CAPITAL CORP 4.75
01/20/2028 2,000,000.00 01/23/2023
4.40%
2,030,780.00
2,018,829.72
100.51
4.57%
2,010,248.12
42,486.11
0.67%
(8,581.60)
A1/A
A+
3.05 2.75
06051GGF0 BANK OF AMERICA CORP 3.824
01/20/2028 3,000,000.00 --
5.54%
2,824,349.55
2,906,156.79
97.83 5.33%
2,934,999.00
51,305.33
0.98%
28,842.21
A1/A-
AA-
3.05 1.91
06368LGV2 BANK OF MONTREAL 5.203
02/01/2028 2,000,000.00 08/17/2023
5.56%
1,972,380.00
1,980,861.46
100.78
4.93%
2,015,538.66
43,358.33
0.67%
34,677.20
A2/A-
AA-
3.09 2.69
91324PEP3 UNITEDHEALTH GROUP INC 5.25
02/15/2028 1,500,000.00 02/21/2023
4.90%
1,522,890.00
1,514,205.38
1 01.54
4.71%
1,523,137.76
29,750.00
0.51%
8,932.38
A2/A+
A
3.13 2.73
46647PAF3 JPMORGAN CHASE & CO 3.54
05/01/2028 2,000,000.00 08/16/2023
5.75%
1,854,340.00
1,908,423.82
97.17 5.17%
1,943,332.16
11,800.00
0.65%
34,908.34
A1/A
AA-
3.33 2.19
58933YBH7 MERCK & CO INC 4.05 05/17/2028 3,500,000.00 --
4.06%
3,497,960.40
3,498,624.31
98.53 4.52%
3,448,583.85
1 7,325.00
1.15%
(50,040.47)
A1/A+
NA
3.38 3.10
06406RBG1 BANK OF NEW YORK MELLON
CORP 3.992 06/13/2028 1,500,000.00 10/26/2023
6.16%
1,395,930.00
1,429,701.58
98.18 5.00%
1,472,753.78
2,994.00
0.49%
43,052.19
Aa3/A
AA-
3.45 2.30
02665WEM9 AMERICAN HONDA FINANCE
CORP 5.125 07/07/2028 1,370,000.00 10/12/2023
5.60%
1,343,288.50
1,350,144.35
100.47
4.98%
1,376,471.88
33,936.04
0.46%
26,327.53
A3/A-
A
3.52 3.10
78016HZS2 ROYAL BANK OF CANADA 5.2
08/01/2028 2,500,000.00 09/07/2023
5.54%
2,464,100.00
2,473,708.17
100.83
4.94%
2,520,736.33
54,166.67
0.84%
47,028.15
A1/A
AA-
3.59 3.17
756109BS2 REALTY INCOME CORP 4.7
12/15/2028 1,300,000.00 --
4.98%
1,285,086.00
1,287,384.07
99.50 4.84%
1,293,485.36
2,715.56
0.43%
6,101.30
A3/A-
NA
3.96 3.56
91324PEU2 U
NITEDHEALTH GROUP INC 4.25
01/15/2029 1,000,000.00 01/23/2024
4.61%
984,020.00
987,027.79
98.01 4.80%
980,082.10
19,597.22
0.33%
(6,945.69)
A2/A+
A
4.04 3.59
24422EXH7 JOHN DEERE CAPITAL CORP 4.5
01/16/2029 2,000,000.00 04/18/2024
5.16%
1,945,100.00
1,953,160.46
99.09 4.75%
1,981,895.50
41,250.00
0.66%
28,735.04
A1/A
A+
4.04 3.58
91159HJK7 US BANCORP 4.653 02/01/2029 1,250,000.00 04/11/2024
5.66%
1,207,450.00
1,215,456.89
98.99 5.15%
1,237,336.70
24,234.38
0.41%
21,879.81
A3/A
A
4.09 2.78
17275RBR2 CISCO SYSTEMS INC 4.85
02/26/2029 1,565,000.00 02/21/2024
4.86%
1,564,452.25
1,564,545.19
100.50
4.71%
1,572,889.17
26,355.03
0 .53%
8,343.97
A1/AA-
NA
4.16 3.59
14913UAJ9 CATERPILLAR FINANCIAL SERVICES
CORP 4.85 02/27/2029 2,000,000.00 08/26/2024
4.19%
2,053,700.00
2,049,554.16
100.53
4.71%
2,010,620.02
33,411.11
0.67%
(38,934.14)
A2/A
A+
4.16 3.66
38 99
HOLDINGS REPORT
City of Dublin | Account #10198 | As of December 31, 2024 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
00287YDS5 ABBVIE INC 4.8 03/15/2029 1,500,000.00 07/22/2024
4.68%
1,507,245.00
1,506,541.35
99.92 4.82%
1,498,865.58
21,200.00
0.50%
(7,675.77)
A3/A-
NA
4.20 3.71
61747YFD2 MORGAN STANLEY 5.164
04/20/2029 2,250,000.00 05/30/2024
5.44%
2,228,212.50
2,231,511.31
100.10
5.31%
2,252,169.00
22,915.25
0.75%
20,657.69
A1/A-
A+
4.30 2.97
437076DC3 HOME DEPOT INC 4.75
06/25/2029 1,875,000.00 07/18/2024
4.59%
1,887,993.75
1,886,775.82
100.01
4.75%
1,875,129.38
1,484.38
0.63%
(11,646.44)
A2/A
A
4.48 3.99
95000U3E1 WELLS FARGO & CO 5.574
07/25/2029 1,500,000.00 11/20/2024
4.95%
1,530,840.00
1,529,897.79
101.53
5.31%
1,522,942.71
36,231.00
0.51%
(6,955.08)
A1/BBB+
A+
4.56 3.13
40139LBJ1 GUARDIAN LIFE GLOBAL FUNDING
4.179 09/26/2029 1,675,000.00 --
4.21%
1,672,866.75
1,672,979.60
97.13 4.86%
1,626,978.64
18,471.76
0.54%
(46,000.97)
Aa1/AA+
NA
4.74 4.19
Total Corporate 77,190,000.00 3.77%
76,603,981.20
76,778,099.99
98.41 4.78%
75,925,812.68
858,033.96
25.39%
(
852,287.30)
A1/A
A+
2.74 2.33
MONEY MARKET
FUND
31846V203 FIRST AMER:GVT OBLG Y 743,108.37 --
4.09%
743,108.37
743,108.37
1.00 4.09%
743,108.37
0.00 0.25%
0.00 Aaa/AAAm
AAA
0.00 0.00
Total Money Market
Fund 743,108.37 4.09%
743,108.37
743,108.37
1.00 4
.09%
743,108.37
0.00 0.25%
0.00 Aaa/AAAm
AAA
0.00 0.00
SUPRANATIONAL
4581X0DN5 INTER-AMERICAN DEVELOPMENT
BANK 0.625 07/15/2025 1,685,000.00 01/13/2021
0.53%
1,692,329.75
1,685,870.46
98.03 4.39%
1,651,763.26
4,856.08
0.55%
(34,107.21)
Aaa/AAA
NA
0.54 0.52
459058JL8
INTERNATIONAL BANK FOR
RECONSTRUCTION AND
DEVELOPM 0.5 10/28/2025
6,000,000.00 --
0.55%
5,986,632.00
5,997,684.87
96.86 4.44%
5,811,371.88
5,250.00
1.94%
(186,312.99)
Aaa/AAA
NA
0.82 0.80
4581X0DV7 INTER-AMERICAN DEVELOPMENT
BANK 0.875 04/20/2026 4,615,000.00 04/13/2021
0.97%
4,593,863.30
4,609,513.26
95.62 4.38%
4,412,937.26
7,964.08
1.48%
(196,576.00)
Aaa/AAA
NA
1.30 1.27
459058KT9
INTERNATIONAL BANK FOR
RECONSTRUCTION AND
DEVELOPM 3.5 07/12/2028
5,000,000.00 --
4.35%
4,813,059.00
4,865,695.26
97.14 4.38%
4,857,112.00
82,152.78
1.62%
(8,583.26)
Aaa/AAA
NA
3.53 3.22
45950KDD9 INTERNATIONAL FINANCE CORP
4.5 07/13/2028 1,605,000.00 07/06/2023
4 .53%
1,603,218.45
1,603,743.07
100.41
4.37%
1,611,567.61
33,705.00
0.54%
7,824.55
Aaa/AAA
NA
3.53 3.17
39 100
HOLDINGS REPORT
City of Dublin | Account #10198 | As of December 31, 2024 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
4581X0DC9 INTER-AMERICAN DEVELOPMENT
BANK 3.125 09/18/2028 3,360,000.00 --
4.33%
3,187,150.40
3,226,004.30
95.66 4.40%
3,214,280.46
30,041.67
1.07%
(11,723.84)
Aaa/AAA
NA
3.72 3.42
4581X0EN4 INTER-AMERICAN DEVELOPMENT
BANK 4.125 02/15/2029 3,000,000.00 02/15/2024
4.34%
2,970,690.00
2,975,773.40
98.78 4.45%
2,963,276.19
46,750.00
0.99%
(12,497.21)
Aaa/AAA
NA
4.13 3.69
459058LN1
INTERNATIONAL BANK FOR
RECONSTRUCTION AND
DEVELOPM 3.875 10/16/2029
3,000,000.00 10/22/2024
4.08%
2,972,640.00
2,973,692.89
97.44 4.48%
2,923,099.29
24,218.75
0.98%
(50,593.60)
Aaa/AAA
NA
4.79 4.28
Total Supranational 28,265,000.00 2.75%
27,819,582.90
27,937,977.51
97.12 4.41%
27,445,407.95
234,938.35
9.18%
(492,569.56)
Aaa/AAA
NA
2.64 2.42
US TREASURY
91282CBT7 UNITED STATES TREASURY 0.75
03/31/2026 4,250,000.00 --
0.85%
4,228,583.99
4,244,657.44
95.78 4.27%
4,070,815.92
8,143.89
1.36%
(173,841.52)
Aaa/AA+
AA+
1.25 1.21
91282CCF6 UNITED STATES TREASURY 0.75
05/31/2026 2,000,000.00 06/18/2021
0.90%
1,985,000.00
1,995,720.22
95.24 4.26%
1 ,904,837.42
1,318.68
0.64%
(90,882.80)
Aaa/AA+
AA+
1.41 1.37
91282CCW9 UNITED STATES TREASURY 0.75
08/31/2026 2,000,000.00 08/30/2021
0.77%
1,998,515.63
1,999,506.57
94.43 4.26%
1,888,698.36
5,096.69
0.63%
(110,808.21)
Aaa/AA+
AA+
1.67 1.61
91282CDG3 UNITED STATES TREASURY 1.125
10/31/2026 5,000,000.00 --
1.25%
4,970,498.06
4,988,979.57
9 4.53
4.27%
4,726,692.95
9,633.98
1.58%
(262,286.62)
Aaa/AA+
AA+
1.83 1.77
912828Z78 UNITED STATES TREASURY 1.5
01/31/2027 4,500,000.00 --
2.15%
4,367,285.16
4,442,346.98
94.57 4.26%
4,255,684.83
28,247.28
1.42%
(186,662.15)
Aaa/AA+
AA+
2.08 2.00
91282CEN7 UNITED STATES TREASURY 2.75
04/30/2027 7,000,000.00 --
3.55%
6,761,484.38
6,880,699.63
96.68 4.26%
6,767,416.53
32,969.61
2.26%
(113,283.10)
Aaa/AA+
AA+
2.33 2.21
91282CEW7 UNITED STATES TREASURY 3.25
06/30/2027 9,000,000.00 --
3.22%
9,018,066.41
9,006,993.21
97.65 4.25%
8,788,923.09
808.01
2.94%
(218,070.12)
Aaa/AA+
AA+
2.50 2.36
91282CFM8 UNITED STATES TREASURY 4.125
09/30/2027 10,000,000.00 --
3.95%
10,074,062.50
10,042,480.77
99.61 4.28%
9,960,509.20
105,391.48
3.33%
(81,971.57)
Aaa/AA+
AA+
2.75 2.54
91282CGC9 UNITED STATES TREASURY 3.875
12/31/2027 10,000,000.00 --
3.70%
10,078,828.13
10,047,911.91
9 8.85
4.29%
9,885,219.20
1,070.44
3.31%
(162,692.71)
Aaa/AA+
AA+
3.00 2.79
91282CGT2 UNITED STATES TREASURY 3.625
03/31/2028 7,000,000.00 --
3.58%
7,014,042.96
7,009,306.29
97.94 4.31%
6,855,960.09
64,831.73
2.29%
(153,346.20)
Aaa/AA+
AA+
3.25 2.99
91282CHE4 UNITED STATES TREASURY 3.625
05/31/2028 4,500,000.00 --
4.07%
4,412,773.44
4,439,216.68
97.81 4.32%
4,401,433.08
14,340.66
1.47%
(37,783.60)
Aaa/AA+
AA+
3.42 3.16
40 101
HOLDINGS REPORT
City of Dublin | Account #10198 | As of December 31, 2024 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
91282CHQ7 UNITED STATES TREASURY 4.125
07/31/2028 9,000,000.00 --
4.51%
8,848,203.13
8,888,306.01
99.31 4.33%
8,937,887.76
155,360.05
2.99%
49,581.75
Aaa/AA+
AA+
3.58 3.24
91282CJA0 UNITED STATES TREASURY 4.625
09/30/2028 3,750,000.00 --
4.92%
3,702,089.84
3,713,689.48
100.94
4.35%
3,785,064.41
44,312.33
1.27%
71,374.93
Aaa/AA+
AA+
3.75 3.37
91282CJN2 UNITED STATES TREASURY 4.375
11/30/2028 5,500,000.00 --
4.03%
5,584,941.41
5,567,359.98
100.04
4.36%
5,502,226.18
21,153.85
1.84%
(65,133.80)
Aaa/AA+
AA+
3.92 3.54
91282CJR3 UNITED STATES TREASURY 3.75
12/31/2028 5,500,000.00 --
4.00%
5,438,359.38
5,450,104.16
97.76 4.37%
5,376,532.59
569.75
1.80%
(73,571.57)
Aaa/AA+
AA+
4.00 3.66
91282CKD2 UNITED STATES TREASURY 4.25
02/28/2029 13,000,000.00 --
4.44%
12,891,953.13
12,907,529.40
99.53 4.37%
12,939,236.83
187,727.90
4.33%
31,707.43
Aaa/AA+
AA+
4.16 3.72
91282CKP5 UNITED STATES TREASURY 4.625
04/30/2029 12,250,000.00 --
4.42%
12,359,384.76
12,347,471.97
100.96
4.38%
12,367,404.74
9 7,035.57
4.14%
19,932.76
Aaa/AA+
AA+
4.33 3.86
91282CKX8 UNITED STATES TREASURY 4.25
06/30/2029 6,500,000.00 --
3.96%
6,581,855.47
6,575,394.54
99.45 4.39%
6,464,019.06
763.12
2.16%
(111,375.49)
Aaa/AA+
AA+
4.50 4.05
91282CLK5 UNITED STATES TREASURY 3.625
08/31/2029 2,500,000.00 09/26/2024
3.55%
2,508,203.13
2,507,765.39
96.82 4.39%
2,420,624.45
30,792.47
0.81%
(87,140.94)
Aa
a/AA+
AA+
4.67 4.18
91282CLN9 UNITED STATES TREASURY 3.5
09/30/2029 3,000,000.00 --
3.97%
2,937,480.47
2,939,935.15
96.22 4.39%
2,886,581.22
26,826.92
0.97%
(53,353.93)
Aaa/AA+
AA+
4.75 4.27
91282CFY2 UNITED STATES TREASURY 3.875
11/30/2029 10,000,000.00 --
4.32%
9,801,914.06
9,803,125.65
97.75 4.39%
9,775,442.20
34,065.93
3.27%
(27,683.45)
Aaa/AA+
AA+
4.91 4.40
Total US Treasury 136,250,000.00 3.70%
135,563,525.44
135,798,501.03
98.35 4.33%
133,961,210.10
870,460.35
44.80%
(1,837,290.93)
Aaa/AA+
AA+
3.43 3.13
Total Portfolio 304,029,805.25 3.75%
301,935,011.94
302,443,516.07
98.15 4.49%
299,043,009.37
2,150,721.61
100.00%
(3,400,506.70)
Aa2/AA-
AA
3.09 2.60
Total Market Value +
Accrued 301,193,730.98
41 102
HOLDINGS REPORT
City of Dublin Reporting Account | Account #10219 | As of December 31, 2024 Cusip Security Description Par Value/
Units
Purchase
Date
Purchase
Yield
Cost Value
Book Value
Mkt
Price
Mkt
YTM
Market Value
Accrued Int.
% of Port.
Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
CASH
CCYUSD Receivable 313,298.07 --
0.00%
313,298.07
313,298.07
1.00 0.00%
313,298.07
0.00 0.19%
0.00 Aaa/AAA
AAA
0.00 0.00
Total Cash 313,298.07 0.00%
313,298.07
313,298.07
1.00 0.00%
313,298.07
0.00 0.19%
0.00 Aaa/AAA
AAA
0.00 0.00
LAIF
90LAIF$00 Local Agency Investment Fund
State Pool 27,717,625.71 --
4.43%
27,717,625.71
27,717,625.71
1.00 4.43%
27,717,625.71
0.00 16.93%
0.00 NA/NA
NA
0.00 0.00
Total LAIF 27,717,625.71 4.43%
27,717,625.71
27,717,625.71
1.00 4.43%
27,717,625.71
0.00 16.93%
0.00 NA/NA
NA
0.00 0.00
LOCAL GOV
INVESTMENT POOL
90CAMP$00 CAMP 135,716,744.53 --
4.65%
135,716,744.53
135,716,744.53
1.00 4.65%
135,716,744.53
0.00 82.88%
0.00 NA/AAAm
AAA
0.00 0.00
Total Local Gov
Investment Pool 135,716,744.53 4.65%
135,716,744.53
135,716,744.53
1.00 4.65%
135,716,744.53
0.00 82.88%
0.00 NA/AAAm
AAA
0.00 0.00
Total Portfolio 163,747,668.31 4.60%
163,747,668.31
1 63,747,668.31
1.00 4.60%
163,747,668.31
0.00 100.00%
0.00 Aaa/AAA
AAA
0.00 0.00
Total Market Value +
Accrued 163,747,668.31
42 103
TRANSACTIONS
43 104
TRANSACTION LEDGER
City of Dublin | Account #10198|10/01/2024 Through 12/31/2024| Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest
Pur/Sold Total Amount Gain/Loss
ACQUISITIONS
Purchase 10/10/2024 91282CLN9 2,500,000.00 UNITED STATES TREASURY
3.5 09/30/2029 98.195 3.90% (2,454,882.81) (2,403.85) (2,457,286.66) 0.00 Purchase 10/23/2024 3137H9D71 2,955,000.00 FHMS K-750 A2 3.0 09/25/2029 94.805 4.25% (2,801,478.52) (5,417.50) (2,806,896.02) 0.00 Purchase 10/23/2024 459058LN1 3,000,000.00
INTERNATIONAL BANK
FOR RECONSTRUCTION
AND DEVELOPM 3.875
10/16/2029
99.088 4.08% (2,972,640.00) (2,260.42) (2,974,900.42) 0.00 Purchase 10/24/2024 92970QAE5 1,645,000.00 WF CARD ISSUANCE TRUST 2024-2 4.29 10/15/2029 99.985 4.29% (1,644,755.55) 0.00 (1,644,755.55) 0.00 Purchase 11/21/2024 95000U3E1 1,500,000.00 WELLS FARGO & CO 5.574 07/25/2029 102.056 4.95% (1,530,840.00) (26,941.00) (1,557,781.00) 0.00 Purchase 11/22/2024 91282CLN9 500,000.00 UNITED STATES TREASURY
3.5 09/30/2029 96.520 4.30% (482,597.66) (2,548.08) (485,145.74) 0.00 Purchase 12/13/2024 91282CFY2 3,000,000.00 UNITED STATES TREASURY
3.875 11/30/2029 98.680 4.17% (2,960,390.63) (4,151.79) (2,964,542.42) 0.00 Purchase 12/19/2024 91282CFY2 3,000,000.00 UNITED STATES TREASURY
3.875 11/30/2029 97.902 4.35% (2,937,070.31) (6,067.99) (2,943,138.30) 0.00 Purchase 12/24/2024 91282CFY2 3 ,000,000.00 UNITED STATES TREASURY
3.875 11/30/2029 97.621 4.42% (2,928,632.81) (7,664.84) (2,936,297.65) 0.00 Purchase 12/30/2024 91282CFY2 1,000,000.00 UNITED STATES TREASURY
3.875 11/30/2029 97.582 4.43% (975,820.31) (3,193.68) (979,013.99) 0.00 Total Purchase 22,100,000.00 (21,689,108.60) (60,649.15) (21,749,757.75) 0.00 TOTAL
ACQUISITIONS 2
2,100,000.00 (21,689,108.60) (60,649.15) (21,749,757.75) 0.00
DISPOSITIONS
Sale 10/10/2024 3137EAEU9 (1,745,000.00)
FEDERAL HOME LOAN
MORTGAGE CORP 0.375
07/21/2025
96.976 0.48% 1,692,231.20 1,435.99 1,693,667.19 (51,415.74) Sale 10/21/2024 747525AF0 (3,000,000.00) QUALCOMM INC 3.45 05/20/2025 99.316 1.75% 2,979,480.00 43,412.50 3,022,892.50 (38,580.17) 44 105
TRANSACTION LEDGER
City of Dublin | Account #10198|10/01/2024 Through 12/31/2024| Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest
Pur/Sold Total Amount Gain/Loss
Sale 10/23/2024 459058JB0 (2,260,000.00)
INTERNATIONAL BANK
FOR RECONSTRUCTION
AND DEVELOPM 0.625
04/22/2025
98.076 0.70% 2,216,517.60 39.24 2,216,556.84 (42,615.44) Sale 12/13/2024 3135G05X7 (2,755,000.00)
FEDERAL NATIONAL
MORTGAGE ASSOCIATION
0.375 08/25/2025
97.326 0.47% 2,681,331.30 3,099.38 2,684,430.68 (71,866.17) Sale 12/19/2024 3137EAEX3 (2,655,000.00)
FEDERAL HOME LOAN
MORTGAGE CORP 0.375
09/23/2025
97.051 0.44% 2,576,704.05 2,378.44 2,579,082.49 (77,077.94) Sale 12/24/2024 91282CBQ3 (2,500,000.00) UNITED STATES TREASURY
0.5 02/28/2026 95.629 0.83% 2,390,722.66 3,970.99 2,394,693.65 (99,674.20) Sale 12/30/2024 91282CBT7 (750,000.00) UNITED STATES TREASURY
0.75 03/31/2026 95.719 0.90% 717,890.63 1,406.25 719,296.88 (31,162.41) Total Sale (15,665,000.00) 15,254,877.44 55,742.79 15,310,620.23 (412,392.08) TOTAL
DISPOSITIONS (15,665,000.00) 15,254,877.44 55,742.79 15,310,620.23 (412,392.08) 45 106
TRANSACTION LEDGER
City of Dublin Reporting Account | Account #10219|10/01/2024 Through 12/31/2024| Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest
Pur/Sold Total Amount Gain/Loss
ACQUISITIONS
Purchase 10/15/2024 90LAIF$00 324,849.27 Local Agency Investment Fund State Pool 1.000 4.48% (324,849.27) 0.00 (324,849.27) 0.00 Purchase 10/29/2024 90CAMP$00 2,800,000.00 CAMP 1.000 5.01% (2,800,000.00) 0.00 (2,800,000.00) 0.00 Purchase 10/31/2024 90CAMP$00 438,908.82 CAMP 1.000 5.01% (438,908.82) 0.00 (438,908.82) 0.00 Purchase 11/29/2024 90CAMP$00 395,168.40 CAMP 1.000 4.81% (395,168.40) 0.00 (395,168.40) 0.00 Purchase 12/17/2024 90CAMP$00 40,100,000.00 CAMP 1.000 4.65% (40,100,000.00) 0.00 (40,100,000.00) 0.00 Purchase 12/31/2024 90CAMP$00 463,871.12 CAMP 1.000 4.65% (463,871.12) 0.00 (463,871.12) 0.00 Total Purchase 44,522,797.61 (44,522,797.61) 0.00 (44,522,797.61) 0.00 TOTAL
ACQUISITIONS 44,522,797.61 (44,522,797.61) 0.00 (44,522,797.61) 0.00
DISPOSITIONS
Sale 10/07/2024 90CAMP$00 (4,300,000.00) CAMP 1.000 5.01% 4,300,000.00 0.00 4,300,000.00 0.00 Sale 10/15/2024 90CAMP$00 (500,000.00) CAMP 1.000 5.01% 500,000.00 0.00 500,000.00 0.00 Sale 10/22/2024 90CAMP$00 (1,500,000.00) CAMP 1.000 5.01% 1,500,000.00 0.00 1,500,000.00 0.00 Sale 11/04/2024 9 0CAMP$00 (2,900,000.00) CAMP 1.000 4.81% 2 ,900,000.00 0.00 2,900,000.00 0.00 Sale 11/12/2024 90CAMP$00 (2,600,000.00) CAMP 1.000 4.81% 2,600,000.00 0.00 2,600,000.00 0.00 Sale 11/18/2024 90CAMP$00 (1,500,000.00) CAMP 1.000 4.81% 1,500,000.00 0.00 1,500,000.00 0.00 Sale 12/24/2024 90CAMP$00 (2,100,000.00) CAMP 1.000 4.65% 2,100,000.00 0.00 2,100,000.00 0.00 Total Sale (15,400,000.00) 15,400,000.00 0.00 15,400,000.00 0.00 TOTAL
DISPOSITIONS (15,400,000.00) 15,400,000.00 0.00 15,400,000.00 0.00 46 107
IMPORTANT DISCLOSURES
City of Dublin | As of December 31, 2024
2024 Chandler Asset Management, Inc, An Independent Registered Investment Adviser.
Information contained herein is confidential. Prices are provided by ICE Data Services Inc (“IDS”), an independent pricing source. In the event IDS does not provide a price or if the price provided is not reflective of fair market value, Chandler will obtain pricing from an alternative approved third party pricing source in accordance with our written valuation policy and procedures. Our valuation procedures are also disclosed in Item 5 of our Form ADV Part 2A.
Performance results are presented gross-of-advisory fees and represent the client’s Total Return. The deduction of advisory fees lowers performance results. These results include the reinvestment of dividends and other earnings. Past performance may not be indicative of future results. Therefore, clients should not assume that future performance of any specific investment or investment strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Economic factors, market conditions or changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio.
Index returns assume reinvestment of all distributions. Historical performance results for investment indexes generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results. It is not possible to invest directly in an index.
Source I CE Data Indices, LLC (“ICE”), used with permission. ICE permits use of the ICE indices and related data on an “as is” basis; ICE, its affiliates and their respective third party suppliers disclaim any and all warranties and representations, express and/or implied, including any warranties of merchantability or fitness for a particular purpose or use, including the indices, index data and any data included in, related to, or derived therefrom. Neither ICE data, its affiliates or their respective third party providers guarantee the quality, adequacy, accuracy, timeliness or completeness of the indices or the index data or any component thereof, and the indices and index data and all components thereof are provided on an “as is” basis and licensee’s use it at licensee’s own risk. ICE data, its affiliates and their respective third party do not sponsor, endorse, or recommend chandler asset management, or any of its products or services.
This report is provided for informational purposes only and should not be construed as a specific investment or legal advice. The information contained herein was obtained from sources believed to be reliable as of the date of publication, but may become outdated or superseded at any time without notice. Any opinions or views expressed are based on current market conditions and are subject to change. This report may contain forecasts and forward-looking statements which are inherently limited and should not be relied upon as indicator of future results. Past performance is not indicative of future results. This report is not intended to constitute an offer, solicitation, recommendation or advice regarding any securities or investment strategy and should not be regarded by recipients as a substitute for the exercise of their own judgment.
Fixed i ncome investments are subject to interest, credit and market risk. Interest rate risk: the value of fixed income investments will decline as interest rates rise. Credit risk: the possibility that the borrower may not be able to repay interest and principal. Low rated bonds generally have to pay higher interest rates to attract investors willing to take on greater risk. Market risk: the bond market in general could decline due to economic conditions, especially during periods of rising interest rates.
Ratings information have been provided by Moody’s, S&P and Fitch through data feeds we believe to be reliable as of the date of this statement, however we cannot guarantee its accuracy.
Security level ratings for U.S. Agency issued mortgage-backed securities (“MBS”) reflect the issuer rating because the securities themselves are not rated. The issuing U.S. Agency guarantees the full and timely payment of both principal and interest and carries a AA+/Aaa/AAA by S&P, Moody’s and Fitch respectively. 47 108
BENCHMARK DISCLOSURES
City of Dublin | Account #10198 | As of December 31, 2024 Benchmark Disclosure
ICE BofA 1-5 Yr US Treasury & Agency Index
The ICE BofA 1-5 Year US Treasury & Agency Index tracks the performance of US dollar denominated US Treasury and nonsubordinated US agency debt issued in the US domestic market. Qualifying securities must have an investment grade rating (based on an average of Moody’s, S&P and Fitch). Qualifying securities must have at least one year remaining term to final maturity and less than five years remaining term to final maturity, at least 18 months to maturity at time of issuance, a fixed coupon schedule, and a minimum amount outstanding of $1 billion for sovereigns and $250 million for agencies. 48 109
TRANSACTION LEDGER
City of Dublin | Account #10198|10/01/2024 Through 12/31/2024| Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest
Pur/Sold Total Amount Gain/Loss
ACQUISITIONS
Purchase 10/10/2024 91282CLN9 2,500,000.00 UNITED STATES TREASURY
3.5 09/30/2029 98.195 3.90% (2,454,882.81) (2,403.85) (2,457,286.66) 0.00 Purchase 10/23/2024 3137H9D71 2,955,000.00 FHMS K-750 A2 3.0 09/25/2029 94.805 4.25% (2,801,478.52) (5,417.50) (2,806,896.02) 0.00 Purchase 10/23/2024 459058LN1 3,000,000.00
INTERNATIONAL BANK
FOR RECONSTRUCTION
AND DEVELOPM 3.875
10/16/2029
99.088 4.08% (2,972,640.00) (2,260.42) (2,974,900.42) 0.00 Purchase 10/24/2024 92970QAE5 1,645,000.00 WF CARD ISSUANCE TRUST 2024-2 4.29 10/15/2029 99.985 4.29% (1,644,755.55) 0.00 (1,644,755.55) 0.00 Purchase 11/21/2024 95000U3E1 1,500,000.00 WELLS FARGO & CO 5.574 07/25/2029 102.056 4.95% (1,530,840.00) (26,941.00) (1,557,781.00) 0.00 Purchase 11/22/2024 91282CLN9 500,000.00 UNITED STATES TREASURY
3.5 09/30/2029 96.520 4.30% (482,597.66) (2,548.08) (485,145.74) 0.00 Purchase 12/13/2024 91282CFY2 3,000,000.00 UNITED STATES TREASURY
3.875 11/30/2029 98.680 4.17% (2,960,390.63) (4,151.79) (2,964,542.42) 0.00 Purchase 12/19/2024 91282CFY2 3,000,000.00 UNITED STATES TREASURY
3.875 11/30/2029 97.902 4.35% (2,937,070.31) (6,067.99) (2,943,138.30) 0.00 Purchase 12/24/2024 91282CFY2 3, 000,000.00 UNITED STATES TREASURY
3.875 11/30/2029 97.621 4.42% (2,928,632.81) (7,664.84) (2,936,297.65) 0.00 Purchase 12/30/2024 91282CFY2 1,000,000.00 UNITED STATES TREASURY
3.875 11/30/2029 97.582 4.43% (975,820.31) (3,193.68) (979,013.99) 0.00 Total Purchase 22,100,000.00 (21,689,108.60) (60,649.15) (21,749,757.75) 0.00 TOTAL
ACQUISITIONS 22
,100,000.00 (21,689,108.60) (60,649.15) (21,749,757.75) 0.00
DISPOSITIONS
Sale 10/10/2024 3137EAEU9 (1,745,000.00)
FEDERAL HOME LOAN
MORTGAGE CORP 0.375
07/21/2025
96.976 0.48% 1,692,231.20 1,435.99 1,693,667.19 (51,415.74) Sale 10/21/2024 747525AF0 (3,000,000.00) QUALCOMM INC 3.45 05/20/2025 99.316 1.75% 2,979,480.00 43,412.50 3,022,892.50 (38,580.17) 44 Attachment 2
110
TRANSACTION LEDGER
City of Dublin | Account #10198|10/01/2024 Through 12/31/2024| Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest
Pur/Sold Total Amount Gain/Loss
Sale 10/23/2024 459058JB0 (2,260,000.00)
INTERNATIONAL BANK
FOR RECONSTRUCTION
AND DEVELOPM 0.625
04/22/2025
98.076 0.70% 2,216,517.60 39.24 2,216,556.84 (42,615.44) Sale 12/13/2024 3135G05X7 (2,755,000.00)
FEDERAL NATIONAL
MORTGAGE ASSOCIATION
0.375 08/25/2025
97.326 0.47% 2,681,331.30 3,099.38 2,684,430.68 (71,866.17) Sale 12/19/2024 3137EAEX3 (2,655,000.00)
FEDERAL HOME LOAN
MORTGAGE CORP 0.375
09/23/2025
97.051 0.44% 2,576,704.05 2,378.44 2,579,082.49 (77,077.94) Sale 12/24/2024 91282CBQ3 (2,500,000.00) UNITED STATES TREASURY
0.5 02/28/2026 95.629 0.83% 2,390,722.66 3,970.99 2,394,693.65 (99,674.20) Sale 12/30/2024 91282CBT7 (750,000.00) UNITED STATES TREASURY
0.75 03/31/2026 95.719 0.90% 717,890.63 1,406.25 719,296.88 (31,162.41) Total Sale (15,665,000.00) 15,254,877.44 55,742.79 15,310,620.23 (412,392.08) TOTAL
DISPOSITIONS (15,665,000.00) 15,254,877.44 55,742.79 15,310,620.23 (412,392.08) 45 111
TRANSACTION LEDGER
City of Dublin Reporting Account | Account #10219|10/01/2024 Through 12/31/2024| Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest
Pur/Sold Total Amount Gain/Loss
ACQUISITIONS
Purchase 10/15/2024 90LAIF$00 324,849.27 Local Agency Investment Fund State Pool 1.000 4.48% (324,849.27) 0.00 (324,849.27) 0.00 Purchase 10/29/2024 90CAMP$00 2,800,000.00 CAMP 1.000 5.01% (2,800,000.00) 0.00 (2,800,000.00) 0.00 Purchase 10/31/2024 90CAMP$00 438,908.82 CAMP 1.000 5.01% (438,908.82) 0.00 (438,908.82) 0.00 Purchase 11/29/2024 90CAMP$00 395,168.40 CAMP 1.000 4.81% (395,168.40) 0.00 (395,168.40) 0.00 Purchase 12/17/2024 90CAMP$00 40,100,000.00 CAMP 1.000 4.65% (40,100,000.00) 0.00 (40,100,000.00) 0.00 Purchase 12/31/2024 90CAMP$00 463,871.12 CAMP 1.000 4.65% (463,871.12) 0.00 (463,871.12) 0.00 Total Purchase 44,522,797.61 (44,522,797.61) 0.00 (44,522,797.61) 0.00 TOTAL
ACQUISITIONS 44,522,797.61 (44,522,797.61) 0.00 (44,522,797.61) 0.00
DISPOSITIONS
Sale 10/07/2024 90CAMP$00 (4,300,000.00) CAMP 1.000 5.01% 4,300,000.00 0.00 4,300,000.00 0.00 Sale 10/15/2024 90CAMP$00 (500,000.00) CAMP 1.000 5.01% 500,000.00 0.00 500,000.00 0.00 Sale 10/22/2024 90CAMP$00 (1,500,000.00) CAMP 1.000 5.01% 1,500,000.00 0.00 1,500,000.00 0.00 Sale 11/04/2024 9 0CAMP$00 (2,900,000.00) CAMP 1.000 4.81% 2 ,900,000.00 0.00 2,900,000.00 0.00 Sale 11/12/2024 90CAMP$00 (2,600,000.00) CAMP 1.000 4.81% 2,600,000.00 0.00 2,600,000.00 0.00 Sale 11/18/2024 90CAMP$00 (1,500,000.00) CAMP 1.000 4.81% 1,500,000.00 0.00 1,500,000.00 0.00 Sale 12/24/2024 90CAMP$00 (2,100,000.00) CAMP 1.000 4.65% 2,100,000.00 0.00 2,100,000.00 0.00 Total Sale (15,400,000.00) 15,400,000.00 0.00 15,400,000.00 0.00 TOTAL
DISPOSITIONS (15,400,000.00) 15,400,000.00 0.00 15,400,000.00 0.00 46 112
STAFF REPORT
CITY COUNCIL
Agenda Item 5.4
DATE: February 18, 2025
TO: Honorable Mayor and City Councilmembers
FROM: Colleen Tribby, City Manager
SUBJECT: Agreement for Long Term Encroachment for Landscape Features with Regional Street Housing
Prepared by: Gabrielle Abdon, Senior Civil Engineer
EXECUTIVE SUMMARY:
The City Council will consider approving an Agreement for Long Term Encroachment for Landscape Features with Regional Street Housing at 7750 St. Patrick Way.
STAFF RECOMMENDATION:
Adopt the Resolution Approving the Agreement for Long Term Encroachment for Landscape Features with Regional Street Housing.
FINANCIAL IMPACT:
There is no impact to the General Fund. All costs associated with the agreement are borne by the developer.
DESCRIPTION:
Eden Housing is developing a 1.33-acre property located at 7750 St. Patrick Way (formerly 6543 Regional Street) with 113 affordable rental units to serve very low- and low-income seniors. The Agreement for Long Term Encroachment for Landscape Features provides for the property owner to maintain the landscape and decorative features within the public street rights-of-way along Regional Street and St. Patrick Way. This includes all landscape planting, irrigation, sidewalks, street trees, stormwater treatment, and decorative/stamped pavement. The project conditions of approval require this agreement prior to the issuance of a grading or encroachment permit. The City Council Resolution approving the Agreement is included as Attachment 1 and the Agreement is included as Attachment 2.
113
STRATEGIC PLAN INITIATIVE:
None.
NOTICING REQUIREMENTS/PUBLIC OUTREACH:
The City Council Agenda was posted.
ATTACHMENTS:
1) Resolution Approving the Agreement for Long Term Encroachment for Landscape Features with Regional Street Housing
2) Exhibit A to Resolution – Agreement for Long Term Encroachment for Landscape Features with Regional Street Housing at 7750 St. Patrick Way (formerly 6543 Regional Street) 114
Attachment 1
Reso. No. XX-25, Item X.X, Adopted 02/18/2025 Page 1 of 2 RESOLUTION NO. XX – 25
A RESOLUTION OF THE CITY COUNCIL
OF THE CITY OF DUBLIN
APPROVING THE AGREEMENT FOR LONG TERM ENCROACHMENT FOR LANDSCAPE
FEATURES WITH REGIONAL STREET HOUSING
WHEREAS, a Site Development Review Permit for the Regional Street Housing Residential Project was approved by Planning Commission Resolution No. 21-11 on November 23, 2021, with Conditions of Approval; and
WHEREAS, said Conditions of Approval require the developer to construct project-related landscape features within the public street rights-of-way of Regional Street and St. Patrick Way; and
WHEREAS, said Conditions of Approval require the developer to enter into an “Agreement for Long Term Encroachment for Landscape Features” for the maintenance of said landscape features; and
WHEREAS, said Conditions of Approval also require the developer to take over maintenance responsibilities along the project frontage at St. Patrick Way previously maintained by Avalon West; and
WHEREAS, the developer has executed and filed with the City of Dublin an Agreement for Long Term Encroachment for Landscape Features with Regional Street Housing at 7750 St.
Patrick Way (formerly 6543 Regional Street), attached hereto as Exhibit A, which will be recorded against the property.
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of Dublin does hereby approve the Agreement for Long Term Encroachment for Landscape Features with Regional Street Housing at 7750 St. Patrick Way (formerly 6543 Regional Street), attached hereto as Exhibit A to this Resolution.
BE IT FURTHER RESOLVED that the City Manager, or designee, is authorized to execute the agreement, attached hereto as Exhibit A, and make any necessary, non-substantive changes to carry out the intent of this Resolution.
{Signatures on the Following Page}
115
Reso. No. XX-25, Item X.X, Adopted XX/XX/2025 Page 2 of 2 PASSED, APPROVED AND ADOPTED this 18th day of February 2025, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
______________________________
Mayor
ATTEST:
_________________________________
City Clerk
116
Attachment 2
Exhibit A to the Resolution
117
118
119
120
121
122
123
124
125
STAFF REPORT
CITY COUNCIL
Agenda Item 5.5
DATE: February 18, 2025
TO: Honorable Mayor and City Councilmembers
FROM: Colleen Tribby, City Manager
SUBJECT: Mayor’s Appointment to the Planning Commission Unscheduled Vacancy Prepared by: Marsha Moore, MMC, City Clerk
EXECUTIVE SUMMARY:
The City Council will consider the Mayor’s appointment to fill an unscheduled vacancy on the Planning Commission.
STAFF RECOMMENDATION:
Confirm the Mayor’s appointment of Matthew Aini to the Planning Commission for the remainder of a term ending in December 2026.
FINANCIAL IMPACT:
None.
DESCRIPTION:
An unscheduled vacancy occurred on the Planning Commission on December 20, 2024, when Catheryn Grier resigned. A notice seeking applications was posted on January 10, 2025, with a submittal deadline of January 31, 2025. Applicants who applied for the previous recruitment which closed in November 2024 were invited to keep their applications on file.
Mayor Hu reviewed applications from alternates Suresh Puli and John Wu, in addition to applications from Matthew Aini, Aaron Godfrey, Varun Gupta, Agha Haider, Chris Koeplin, Sridhar Komandur, Christy Li, Jerry Molnar, Lauren Oldani, Anjan Kumar Panda, Anuradha Parihar, Laurel Sears, Bradyn Shaw, Angela Tucker, Horatio Ulescu, Gerardo Victoria, Vishal Wani, and Mina Yu.
One application was received and later withdrawn. Mayor Hu selected Matthew Aini to appoint to the Planning Commission vacancy.
126
STRATEGIC PLAN INITIATIVE:
None.
NOTICING REQUIREMENTS/PUBLIC OUTREACH:
The City Council Agenda was posted and applicants were notified.
ATTACHMENTS:
1) Planning Commission Applications
127
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time *
1/11/2025
First Name *
Matthew
Last Name *
Aini
Address *
Street Address
Address Line 2
City
Dublin
State/Province/Region
California
Postal/Zip Code
94568
Country
United States
Phone (Primary) * Phone (Secondary)
E-mail *
How long have you been a resident of Dublin? *
21 Have you participated in Inside Dublin? *
Yes
No
If yes, what year?
Attachment 1
128
Are you a Lobbyist?
Measure JJ, the Government Accountability Act, approved by the voters in November 2024 prohibits commissioners from being lobbyists.
Yes
No
Application Questions
Why are you interested in serving on the Planning Commission? We are at a pivotal yet exciting crossroads for land use planning in the city of Dublin. With the approval of The DC and Francis Ranch, our city faces a new chapter for development proposals in the future. Between the Downtown, the Fallon Road EDZ, the new Tri-Valley entertainment venue, and other parcels in our city, Dublin faces exciting prospects to diversify its land use, creating a series of new destinations that will take Dublin to new heights. I’m interested in serving on the Planning Commission for another term to 1) continue advising city development such that it advances affordability, connectivity, and sustainability, as well as 2) preserve the institutional memory of the commission as we continue making major decisions.
What is your knowledge of and experience in Planning and Zoning? My most direct experience with the realm comes from having been on the Planning Commission for two and a half years. Beyond this, I have researched local land use planning at my current university – UC Berkeley – and did advocacy on several state legislative bills concerning student housing in California. I also hold a certificate in real estate development finance.
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
Nothing beyond what has already been mentioned in the previous question.
What experience, if any, do you have serving on boards, commissions or task forces? Please explain.
I served on the Dublin Planning Commission from 2022 through the end of 2024, initially as an alternate and working my way up to Vice Chair. Additionally, I currently preside as the DUSD Parcel Tax Oversight Committee Chair. Previously, I also served as a member of the City of Dublin’s DEI Taskforce, as well as the DUSD Naming Committee for the Boulevard School Site (soon to be Shamrock Hills TK-8!).
How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? Given that the physical impacts of a single development project will not be equal for every resident, and the fact that no two people have the same idea of what the ideal Dublin should look like, dissatisfaction is inevitable at times in making commission decisions. Ultimately though, it should be the goal of a commissioner to make decisions that prioritize the city’s interests first and foremost. If I conclude that my decision meets that threshold as well as considers all the facts of an agenda item and the perspectives voiced on it, I’ll sleep perfectly fine. The long- term impacts of commission decisions don't weigh lightly on my conscience, and as such, I hold more interest in making a decision I can live with as opposed to trying to please everyone on every decision.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
Beyond the great work that the city has already done in this regard, it is pivotal to continue getting underrepresented groups directly interacting with their local decision-makers. Programs like Inside Dublin and Coffee with the Council give residents greater familiarity with their local decision-makers, which can materialize their interest in commission matters from public commenting to even seeking an appointment to the commission. If anything, I’d reckon that including planning commissioners as a part of more casual public-facing events like a “Coffee with the Council” would be a step in the right direction.
What is the most important contribution you can make as a member of the Planning Commission? I have the experience to be on the Commission, but more than that, my attention to detail as a commissioner has been a benefit to the Planning Commission and the city overall. I believe I have been and am capable of steering the commission toward being the most thoughtful and productive it can be.
129
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining
decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time *
1/31/2025
First Name *
Aaron
Last Name *
Godfrey
Address *
Street Address
Address Line 2
City
Dublin
State/Province/Region
CA
Postal/Zip Code
94568
Country
US
Phone (Primary) * Phone (Secondary)
E-mail *
How long have you been a resident of Dublin? *
2 years, 4 months
Have you participated in Inside Dublin? *
Yes
No
If yes, what year?
130
Are you a Lobbyist? *
Measure JJ, the Government Accountability Act, approved by the voters in November 2024 prohibits commissioners from being lobbyists.
Yes
No
Application Questions
Why are you interested in serving on the Planning Commission? I don't plan on leaving Dublin anytime soon, and for as much as I like this town, it's got some issues and if I can help address them I'd like to.
On top of that I've always had an interest in participating in the government (I ran for Congress twice before moving to California) and I'd like to do my part to help contribute to making this town and CA in general a better place to live and work. We may have our issues here, but Dublin - and CA in general - is where people can go to actually advance in life and climb the socioeconomic ladder. Opportunity doesn't exist in most of the country the way it does here, so I'd be happy to help shape the growth of Dublin to make it a prosperous town to longtime residents and newcomers such as myself alike..
What is your knowledge of and experience in Planning and Zoning? Limited, but I understand the gist of it. I'm also a quick read and can pick up on things as we go, and as I prepare to fill the role, should I be selected.
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
Unfortunately, no. I am a physicist by day.
What experience, if any, do you have serving on boards, commissions or task forces? Please explain.
Prior to moving to California, I served on the board of directors for the Happy Trails Farm Animal Rescue in Ravenna, Ohio. I served on that board for a little over two years, and with my help, the sanctuary grow and became a much more serious operation, with more big-dollar fundraisers, a development plan/capital campaign (that's currently being executed now with the construction of a new visitor center, which is exciting to see!), and a growth in donor activity and volunteer hours. Prior to my exit from the board, I helped recruit new board members with great backgrounds that helped turn around the financials and the general prospects of the sanctuary, making that growth possible.
How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? That's politics! If I weren't okay with that I never would have run for office to begin with. Part of the job is making decisions to serve the community to the best of your ability, and people will always disagree with what that means. However, I will not shrink away from those decisions - I am more than willing to defend them to the public and make my case, just as I am willing to hear them out and take their opinion into consideration before casting a vote or approving a plan. Politics should be an open process and the more interaction with the general public and the more feedback we receive the better, and the better informed our decisions can be so that this friction is reduced or prevented.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
If funding exits, it might be a good idea to regularly employ polls/canvassers to vet resident's opinions, particularly for plans that affect the area where they live. Either way, planning commission meetings, like all other public meetings, should be advertised to the public so they know they are happening and can participate in the process.
Ultimately it's tough to make sure everyone's voice is heard and counts, but the best we can do is respect the demographics of the areas we are planning around and make sure to talk to the people in the community. That can't be limited to those planning meetings either - e fforts should be made to meet them where they live, whether that means putting out a table with commission members/volunteers outside of places like Target (just as an example) to make sure relevant information is being communicated to the public.
What is the most important contribution you can make as a member of the Planning Commission? I am not familiar with the current makeup of the Commission, but I would wager few of them are recent implants from out of state. Not just that, but I'm from Ohio (and have lived there most of my life), a state that has had significant problems with brain drain and what I would call a general sense of decay - just in the span of my lifetime, it has fallen in just about every important marker that signifies a good quality of life. I've lived through the things and the changes that make those declines possible, and it will inform me on how to be a meaningful member of the Planning Commission so that we can avoid that fate here. One of the biggest atmospheric differences between Dublin and 131
where I grew up is that that sense of decay I was so used to was replaced with a sense of opportunity, growth, and possibility. I want to foster that atmosphere for others and make Dublin a better place to live and start a family - which I hope to do soon myself 132
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining
decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time *
1/31/2025
First Name *
Varun
Last Name *
Gupta
Address *
Street Address
Address Line 2
City
Dublin
State/Province/Region
CA
Postal/Zip Code
94568
Country
United States
Phone (Primary) * Phone (Secondary)
E-mail *
How long have you been a resident of Dublin? *
10 years
Have you participated in Inside Dublin? *
Yes
No
If yes, what year?
133
Are you a Lobbyist? *
Measure JJ, the Government Accountability Act, approved by the voters in November 2024 prohibits commissioners from being lobbyists.
Yes
No
Application Questions
Why are you interested in serving on the Planning Commission? We've lived in Dublin for 10 years when we purchased a home in Positano. I'm impressed and surprised by the growth in Dublin in every aspect and its inclusion in the list of top ten cities in terms of wealth. But I think there seems to be disconnect between those rankings and how it actually feels to live in Dublin. I'd like to bring my professional background (lawyer and CPA) and my life experiences of living in various and diverse geographies and metropolitan areas (Delhi, India --> Florida --> Atlanta --> Washington DC --> Jacksonville --> New York -- > Moscow , Russia --> Dublin, CA) to bear on this topic and hopefully make Dublin a world-class city which people would love to visit and experience, not just to live in.
What is your knowledge of and experience in Planning and Zoning? Basic to none.
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
Basic to none.
What experience, if any, do you have serving on boards, commissions or task forces? Please explain.
I've served on corporate boards of directors.
How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? Anybody serving in a public role must make decisions for the overall good of the community.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
The City can best ensure that the viewpoints and perspectives of our diverse population are represented in decisions by ensuring a diverse selection of members of the Planning Commission and then trusting the judgment and experience of these members.
What is the most important contribution you can make as a member of the Planning Commission? As a nearly 30-year actively practicing lawyer, even today, my entire professional life has required that I must represent clients diligently and competently and always perform my work with a deep understanding of the facts and circumstances and knowledge of the law. I employ my commitment, judgment and knowledge to obtain the best result possible. I intend to bring the same commitment and focus to the role of a member of the Planning Commission.
134
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining
decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time *
1/19/2025
First Name *
Agha
Last Name *
Haider
Address *
Street Address
Address Line 2
City
DUBLIN
State/Province/Region
CA
Postal/Zip Code
94568
Country
United States
Phone (Primary) * Phone (Secondary)
E-mail *
How long have you been a resident of Dublin? *
4.5 years
Have you participated in Inside Dublin? *
Yes
No
If yes, what year?
135
Are you a Lobbyist? *
Measure JJ, the Government Accountability Act, approved by the voters in November 2024 prohibits commissioners from being lobbyists.
Yes
No
Application Questions
Why are you interested in serving on the Planning Commission? I have always wanted to help serve in the community I reside in. I like to be a part of the decision making process in the community I live in.
The planning commission is a position that allows me to see where the community is going when it comes to making it better for all residents. It would feel wonderful to be part of the legacy to help make the community I live in better. This commission is in charge of making important decisions that will last a long time to come and for me to be a part of serving this need will allow me to be better and understand the needs of this community better.
What is your knowledge of and experience in Planning and Zoning? I do not have experience in this area and I would love to learn to the best of my ability understand the area of expertise and help build on it.
My perspective will be very different from someone who may know the field well since I bring new energy and point of view that will allow the community to see a new path.
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
I do not have experience in these areas.
What experience, if any, do you have serving on boards, commissions or task forces? Please explain.
I have experience via my work in public health. I have worked with some communities, medium-sized communities and large populations. I have been part of task forces in public health in preparing for disasters. I have alos been on my committees at work and help in the decision- making process.
How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? I know that there are always points of view that may not agree with my vision or perspective. However, it is important to be patient and listen to all sides before making decisions. I have had a lot of experience in working with people that have strong viewpoints that are contrary to mine and this allowed me to better understand my perspective. I think this challenge of working with populations of people that do not agree with me will allow me to grow and become better in learning the perspectives that I may not have seen before. However, in the end, the decision that is made will be made for the majority point of view to make the lives of the community better.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
Holding more meeting and inviting our community to listen and speak out will allow more perspectives to be heard. Being more creative in how we message to our community and where we message will also allow for more participation. The community needs to see how decisions made by the commission will have an impact on their life. When they know that each meeting is a step closer to make a change for a long time that will effect their future, they may see things di fferently.
What is the most important contribution you can make as a member of the Planning Commission? I cam bring a different perspective and point of view to the commission. Planning Commission needs more diversity and I can bring it and help make this city more unique and stand out. I bring experience of working with all sorts of communities and from small cities to very large cities. I will also bring a point of view from a public health and safety background that many others may not think about when planning. 136
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time *
1/10/2025
First Name *
Chris
Last Name *
Koeplin
Address *
Street Address
Address Line 2
City
Dublin
State/Province/Region
Ca
Postal/Zip Code
94568
Country
USA
Phone (Primary) * Phone (Secondary)
E-mail *
How long have you been a resident of Dublin? *
11 years
Have you participated in Inside Dublin? *
Yes
No
If yes, what year?
137
Are you a Lobbyist?
Measure JJ, the Government Accountability Act, approved by the voters in November 2024 prohibits commissioners from being lobbyists.
Yes
No
Application Questions
Why are you interested in serving on the Planning Commission? I am interested in assisting in the planning of building and streets. I have a significant amount of information that can be valuable to the efficiency of the city.
What is your knowledge of and experience in Planning and Zoning? I do not have any official experience. I am however very knowledgeable in many trades such as construction, flooring and medical.
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
Landscaping my yard. No official experience
What experience, if any, do you have serving on boards, commissions or task forces? Please explain.
I served as student body vice president in my doctoral program at Samuel Merritt University.
How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? I am perfectly fine with it, as long as it is actually for the overall good of the community.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
Involve the actual citizens who live here.
What is the most important contribution you can make as a member of the Planning Commission? My passion and energy for helping others. I am a doctor of physical therapy and have been serving my community of the tri valley and Bay Area for the past 20 years.
138
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time *
1/14/2025
First Name *
Sridhar
Last Name *
Komandur
Address *
Street Address
Address Line 2
City
DUBLIN
State/Province/Region
CA
Postal/Zip Code
94568
Country
United States
Phone (Primary) * Phone (Secondary)
E-mail *
How long have you been a resident of Dublin? *
9.75 years
Have you participated in Inside Dublin? *
Yes
No
If yes, what year?
2024 but I missed 3 sessions as I had to go out of town for family reasons
139
Are you a Lobbyist? *
Measure JJ, the Government Accountability Act, approved by the voters in November 2024 prohibits commissioners from being lobbyists.
Yes
No
Application Questions
Why are you interested in serving on the Planning Commission? What is your knowledge of and experience in Planning and Zoning? I don't have experience in this area; however, I am keen to learn and will bring a combination of my curiosity, my extensive corporate experience of four decades in senior global positions, and my use of common sense to ask the right questions to help the City make the best decisions in the residents' interest. There is always a first time we do things before gaining experience and expertise.
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
No
What experience, if any, do you have serving on boards, commissions or task forces? Please explain.
I have served on a Condo Board in Wilmette, IL, where we lived for over 20 years.
How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? I would consider what would do the "greater good" for the community rather than getting bogged down by trying to please the loudest nay- sayers. I would listen actively and try to understand the contrary points of view to arrive at the best decision for the community.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
Varying points of view are expected in a diverse community, and it is healthy. I would look for the core common elements first and build on that rather than start from opposing views. Starting from a common platform builds trust and helps further conversations be constructive.
What is the most important contribution you can make as a member of the Planning Commission? As I said earlier, I held Senior Global positions in two of the world's top MNCs: Unilever and S.C. Johnson Inc. I have lived and worked in three Continents: the Americas (USA), Asia, and Europe. I led large international teams and drove multiple global initiatives in Marketing, Sales, Mergers, Acquisitions, Restructuring etc.. In those roles, one has to focus on what would be best for the global good of the corporation versus what would benefit individual countries because resources are finite. We endeavor to get the best bank for the buck for the corporation.
140
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time *
11/14/2024
First Name *
Christy
Last Name *
Li
Address *
Street Address
Address Line 2
City
Dublin
State/Province/Region
CA
Postal/Zip Code
94568
Country
United States
Phone (Primary) * Phone (Secondary)
E-mail *
How long have you been a resident of Dublin? *
15 Have you participated in Inside Dublin? *
Yes
No
If yes, what year?
2020
141
Application Questions
Why are you interested in serving on the Planning Commission? I have lived in Dublin for 15 years, and I genuinely love the place I call home. Over the years, I've seen the city evolve, and I am passionate about supporting its continued growth in a way that preserves its unique charm and enhances the quality of life for all residents. Serving on the Planning Commission would allow me to actively contribute to shaping the future of Dublin’s neighborhoods, infrastructure, and community spaces.
What is your knowledge of and experience in Planning and Zoning? My knowledge of planning and zoning comes from my extensive community involvement and interest in how our city’s layout and infrastructure decisions affect residents’ lives. Over the years, I’ve actively followed Dublin’s planning and development efforts, watching City Council and Planning Commission meetings, and familiarizing myself with Dublin’s General Plan and zoning codes. This has given me a strong foundation in understanding the policies and regulations that guide our city's development.
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
While I may not have formal experience in urban design, architecture, or landscaping, I have developed a solid understanding of these fields through my active engagement in community planning initiatives. Also, my community involvement has given me practical experience in analyzing project proposals and understanding the relationship between design, zoning, and environmental considerations.
What experience, if any, do you have serving on boards, commissions or task forces? Please explain.
I have extensive experience serving on boards and committees, including my current role as president of the Dublin Rotary Club. In this position, I lead community service initiatives, manage partnerships, and oversee projects that positively impact our city. This role has further honed my leadership skills and deepened my commitment to serving our community.
I currently also serve on the Dublin Senior Center Advisory Committee as the Chairperson. During past four years, I worked closely with community members and city staff to enhance programs and services for our senior population. This role strengthened my ability to lead meetings, facilitate discussions, and collaborate effectively to address community needs.
Additionally, I also served as an executive board member of the Dublin High School Parent Faculty Student Organization (PFSO), contributing to initiatives that supported students, teachers, and families. These experiences have equipped me with strong organizational skills, an understanding of governance, and the ability to work collaboratively toward shared goals.
All above experiences have provided me with a strong foundation in governance, collaboration, and strategic decision-making, all of which are essential for serving effectively on the Planning Commission.
How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? I believe that decisions made for the overall good of the community sometimes require a willingness to embrace difficult choices, even if they may not be popular with everyone. In any community, there will be diverse opinions and interests, and while it's essential to listen to all perspectives, I recognize that decisions need to be guided by what is best for the long-term health, safety, and prosperity of the entire community.
In my experience leading community projects, I’ve learned the value of transparency and open communication. When a decision is challenging or potentially controversial, I believe in clearly explaining the rationale, including the anticipated benefits and any mitigating factors to address concerns. This approach not only fosters trust but also helps the community understand the bigger picture.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
The city can better ensure that the viewpoints and perspectives of our diverse population are represented in city planning by actively engaging with community members through inclusive outreach and dialogue. This means going beyond traditional public meetings and utilizing various platforms to reach people where they are—whether through social media, neighborhood surveys, focus groups, or community forums.
Additionally, it's important to ensure that engagement efforts are culturally sensitive and accessible to all residents, including those with language barriers or limited access to technology. Partnering with local community organizations and leaders can help bridge these gaps and encourage broader participation.
142
What is the most important contribution you can make as a member of the Planning Commission? The most important contribution I can make as a member of the Planning Commission is my ability to approach decision-making with a balanced perspective that considers both long-term community benefits and the diverse needs of our residents. Having lived in Dublin for 15 years, I have a deep understanding and appreciation of the city’s character and growth challenges. I am committed to making thoughtful, evidence-based decisions that prioritize sustainability, smart growth, and quality of life for all residents.
In addition, my leadership roles, including as president of the Dublin Rotary Club and my involvement in various community organizations, have honed my skills in collaboration, consensus-building, and navigating complex issues. I bring a strong commitment to listening to all voices and advocating for solutions that benefit the whole community—whether through addressing housing needs, improving infrastructure, or enhancing public spaces.
By fostering open communication, advocating for responsible development, and ensuring that planning decisions reflect the city’s values, I can help ensure that Dublin remains a thriving, inclusive, and well-planned community for years to come. 143
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining
decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time *
1/31/2025
First Name *
Jerry
Last Name *
Molnar
Address *
Street Address
Address Line 2
City
Dublin
State/Province/Region
CA
Postal/Zip Code
94568
Country
United States
Phone (Primary) * Phone (Secondary)
E-mail *
How long have you been a resident of Dublin? *
12 Have you participated in Inside Dublin? *
Yes
No
If yes, what year?
144
Are you a Lobbyist? *
Measure JJ, the Government Accountability Act, approved by the voters in November 2024 prohibits commissioners from being lobbyists.
Yes
No
Application Questions
Why are you interested in serving on the Planning Commission? I'd like to get involved and make a positive impact on my community, my adopted city of Dublin, CA, where my daughters grew up and educated at St. Raymond's, Murray, Wells and Dublin High. Where my wife and her family moved to Dublin in the 70's and made a life for their families.
What is your knowledge of and experience in Planning and Zoning? N/A
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
N/A
What experience, if any, do you have serving on boards, commissions or task forces? Please explain.
N/A
How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? The best way is to communicate clearly the benefits of said decision while also listening of the concerns of the neighbors who deem it unpopular. We are trying to educate each other and coming up with a consensus or a compromise.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
Bring them into the loop. Use social media emails, community letters, etc. Communicate the benefits and the drawbacks of any planning and let the different perspectives of our diverse population's voices be heard.
What is the most important contribution you can make as a member of the Planning Commission? I don't have experience with architecture or landscaping that is true but, however, I can bring that everyday man way of looking at plans. If they work for me odds are they'll work for our neighbors as well. If they don't work for me odds are they won't work for the citizens of Dublin. I can bring a fresh approach and a clear mind to this commission. 145
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining
decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time *
1/25/2025
First Name *
Lauren
Last Name *
Oldani
Address *
Str
eet Address
Address Line 2
City
Dublin
State/Province/Region
CA
Postal/Zip Code
94568
Country
United States
Phone (Primary) * Phone (Secondary)
E-mail *
How long have you been a resident of Dublin? *
39 years
Have you participated in Inside Dublin? *
Yes
No
If yes, what year?
146
Are you a Lobbyist? *
Measure JJ, the Government Accountability Act, approved by the voters in November 2024 prohibits commissioners from being lobbyists.
Yes
No
Application Questions
Why are you interested in serving on the Planning Commission? I was raised in Dublin, CA - it has been home to me since my parents brought me home from the hospital almost 40 years ago. Now I am raising my own family here with pride and an a ffinity for the city. Fublin has changed so very much over my lifetime here and as I’ve gotten older, I’ve had an increasing interest in wanting to get more involved with city council meetings to better understand how our beautiful city grows and develops. When I heard of this unexpected opening to join the Planning Commission, I felt alignment between the opportunity and my intentions. It would be my pleasure to help serve the community’s best interests as the city continues to flourish.
What is your knowledge of and experience in Planning and Zoning? I’m mostly familiar with zoning as it pertains to residential requirements, though I am interested in learning more about agricultural, commercial, and industrial zoning. I am also deeply interested in the immediate plans for development and especially the long-term plans for the city.
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
I do have personal experience in landscape planning, having recently ideated and executed a redesign of our front and backyard to prepare for a wedding. In full transparency, I did need to outsource a pool contractor for part of the remodel ( I’m not a licensed plumber). However I was responsible for the garden and grounds on the quarter of an acre lot as well as ensuring the pool vendor met deadline and budget constraints.
What experience, if any, do you have serving on boards, commissions or task forces? Please explain.
I served on the Diversity, Equity and Inclusion task force for 1.5 years at AppsFlyer, auditing hiring and onboarding processes to promote equity - implementing process improvements to prevent bias. I also served on a Council for 2 years at a SaaS company (Sauce Labs) that focused on social responsibility and sustainability e fforts.
Prior to my career, I was on the UC Davis Student Police Relations Task Force that promoted campus safety and partnership with the local police. I was also Vice President on the executive board at my sorority (AXO) at UC Davis and headed the Chapter Relations and Standards Board 2006-2007.
How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? I feel comfortable making decisions that benefit the community even if they may be unpopular. Communication is key to bridging the gap with the opposition. Transparency and thoughtful, sound reasoning that explains support for the decision is important to help quell discontent and even has the potential to win over those opposed.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
There are countless ways to ensure the unique fabric of the population is represented (and I’m sure the City already makes a lot of these efforts), but I’ll limit myself to a few that I think are the most critical, starting with…
1. Building/maintaining a diverse Planning Commission that maps to the city’s demographics (to the utmost capability).
2. Engaging with various community groups via outreach programs builds a two-way line of communication and ensuring in-person meetings are accessible virtually helps encourage engagement.
3. Sending out occasional surveys for feedback - I personally used quarterly surveys in my corporate career and gained valuable insight into employee engagement and sentiment.
4. Conduct demographic analysis (including reviewing census data) to understand the unique needs and concerns both of certain areas as 147
well as the diverse makeup of the population.
5. Continuously / regularly evaluate the effectiveness of engagement and inclusion efforts and adapt as necessary.
What is the most important contribution you can make as a member of the Planning Commission? I’m data-driven and strategic in my approach. I value facts and figures in support of the decisions I make, while ensuring that the best solutions are ones that serve immediately as well as long-term. I believe my greatest contribution would be in sharing my data-conscious and strategic perspective, paired with my professional and personal experiences and above all, my aforementioned affinity for Dublin as my first and forever hometown.
148
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time *
11/15/2024
First Name *
Anjan Kumar
Last Name *
Panda
Address *
Street Address
Address Line 2
City
Dublin
State/Province/Region
California
Postal/Zip Code
94568
Country
United States
Phone (Primary) * Phone (Secondary)
E-mail *
How long have you been a resident of Dublin? *
5 Have you participated in Inside Dublin? * If yes, what year? 149
Application Questions
Why are you interested in serving on the Planning Commission? Serving is being human, in an upcoming AI everywhere time.Being an active participant and contributing member of the community is better than being a passive consumer of the community services.
In my understanding Planning Commission takes a long term of view for the sustainable growth of the city and each member contributes uniquely towards the holistic development of the city.
Above combined together has triggered my interest in serving the planning commission.
What is your knowledge of and experience in Planning and Zoning? Planning used to be a the primary activity as my present role in promoting AI entrepreneurship development, and past roles as director of customer success, technology manager and architect.
No prior experience in Zoning ; need to learn. a fast learner and abstract thinker i believe i will be able to catch up when selected on the commission, Starting to learn as of this application.
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
As an information systems architect planning data, network, compute , storage and experience i have marveled at the real architecture and architects. Now evaluating neural network architectures as a part of daily job.
Growing up in the villages in Odisha marveled at the city architectures of Bhubaneshwar and Chandigarh , then the architecture of the Konark and Taj Mahal Fascinated me .
Every architetecure is a structural expression of planned energy flows is my philosophy behind every planning , including design , landscaping or engineering.
What experience, if any, do you have serving on boards, commissions or task forces? Please explain.
Running a non profit called Odisha AI as its founding chair, 5 years conducing international conference on AI , In the board of the Fallon Music Booster as treasurer.
How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? I feel more responsible to communicate the impact of decision and going the extra length to understand and the concern of the concerned members, and hence build consensus around the decisions taken.
The set of concerns a community has in natural times are limited and manageable , in unnatural times developing standard operating procedures and developing community muscle memory is a way to keep the community together in good and not so good times.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
By emotion and experience based planning, inclusive planning , by caring about people's opinions , by categorizing the opinions into actionable paths city can ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning.
What is the most important contribution you can make as a member of the Planning Commission? Being the Go to AI guy in the planning commission and bringing in an AI-First view to the commission. 150
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time *
1/16/2025
First Name *
Anuradha
Last Name *
Parihar
Address *
Street Address
Address Line 2
City
Dublin
State/Province/Region
CA
Postal/Zip Code
94568
Country
United States of America
Phone (Primary) * Phone (Secondary)
E-mail *
How long have you been a resident of Dublin? *
4 Have you participated in Inside Dublin? *
Yes
No
If yes, what year?
151
Are you a Lobbyist? *
Measure JJ, the Government Accountability Act, approved by the voters in November 2024 prohibits commissioners from being lobbyists.
Yes
No
Application Questions
Why are you interested in serving on the Planning Commission? I am an architect with over 13 years of experience, and I am deeply passionate about reviewing plans related to land use, zoning, and community development to ensure growth aligns with a community's long-term vision. Serving on a planning commission offers a unique opportunity to directly influence how a community grows and develops, ensuring that public spaces, infrastructure, and housing are designed thoughtfully and inclusively. I am particularly interested in promoting environmental sustainability and urban design that balances development with ecological responsibility.
What is your knowledge of and experience in Planning and Zoning? While I don't have direct experience on a planning commission, I have spent 10 years working closely with planning departments in several Bay Area cities during my tenure with a petroleum construction company. This experience has given me valuable insight into the planning process, and I am confident in my ability to quickly learn and adapt with minimal supervision.
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
I am an Architect with a Master's degree in Construction Engineering from the Illinois Institute of Technology, Chicago, IL. During my Bachelor’s program in Architecture, I specialized in Urban Design and Landscaping. With over 10 years of experience in the Oil and Gas sector, I have expertise in design and compliance with both federal and local codes, particularly in Northern CA. Additionally, I have 3 years of experience working with a prominent architecture firm in Santa Clara, CA.
I have collaborated extensively with Planning Departments across multiple cities in the Bay Area, facilitating the issuance of permits and approvals. I am also highly skilled in reading and interpreting blueprints and maps, ensuring accuracy and adherence to project specifications.
What experience, if any, do you have serving on boards, commissions or task forces? Please explain. i do not have any experience in serving on Boards, commission or task forces but i am keen to learn and gain some positive experience.
How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? Making decisions for the greater good of the community, even if unpopular, can be tough but necessary. It’s about balancing long-term benefits with local concerns. While such decisions should be based on fairness and careful consideration, it’s crucial to address affected parties’ concerns, communicate transparently to minimize negative impacts. Committee need to have a clear reasoning and a commitment to fairness, to take tough decision for the greater good of the community.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
The city should balance urban growth by increasing green spaces, parks, and pocket parks to maintain and enhance the quality of life for residents.
What is the most important contribution you can make as a member of the Planning Commission? As a member of the Planning Commission, my key contributions would be to advocate for the community, ensure decisions reflect diverse needs, and promote long-term sustainability. I will provide my informed input (to best of my knowledge) that strengthens the community and ensures Planning Commission remain valuable and accessible. 152
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time *
11/12/2024
First Name *
Suresh
Last Name *
Puli
Address *
Street Address
Address Line 2
City
Dublin
State/Province/Region
CA
Postal/Zip Code
94568
Country
United States
Phone (Primary) * Phone (Secondary)
E-mail *
How long have you been a resident of Dublin? *
23 Have you participated in Inside Dublin? *
Yes
No
If yes, what year?
2017
153
Application Questions
Why are you interested in serving on the Planning Commission? I am interested in serving on the Planning Commission because I am deeply invested in the growth, stability, and quality of life in our city. As a resident for 23 years, I have seen the city undergo rapid growth, and while growth is positive, I recognize that quick expansion can also bring challenges. I am motivated to ensure that this growth is managed thoughtfully and with the residents’ best interests at heart. Serving on this committee would allow me to contribute to decisions that prioritize the needs of our community, and I am eager to listen to and represent the voices of my fellow residents
What is your knowledge of and experience in Planning and Zoning? My experience in planning and zoning is primarily rooted in my long-term perspective as a resident and my professional background, where I have been involved in strategic planning and managing complex, multi-stakeholder projects. Over the past 23 years, I have closely observed the city's growth and development and gained an understanding of how planning decisions impact neighborhoods, infrastructure, and community well-being. While I haven’t served on a planning or zoning commission before, I am committed to learning the necessary policies and practices. My goal is to bring a thoughtful, resident-centered approach to decision-making and help ensure that planning and zoning efforts support sustainable growth and meet the needs of our community.
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
No experience
What experience, if any, do you have serving on boards, commissions or task forces? Please explain.
I have served as a board member of my Homeowners Association (HOA), representing a community of 980 residents.
In this role, I helped implement changes to HOA bylaws to better reflect and serve residents' needs.
Engaged in decision-making processes that required balancing diverse resident interests with long-term community goals.
Collaborated with fellow board members to address resident concerns and improve community policies.
While I have not served on a city commission, my experience with the HOA has equipped me with valuable skills in governance, policy- making, and community-focused decision-making.
How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? I believe that decisions made for the overall good of the community are essential, even if they may not be popular with everyone. As a board member of my HOA, I’ve learned that community leadership sometimes requires balancing individual preferences with long-term goals that benefit the larger group. I approach these situations by listening carefully to residents’ concerns, ensuring they feel heard and respected, and communicating the reasons behind each decision transparently. My goal is always to find solutions that align with the community’s best interests while addressing as many concerns as possible, even if it’s not always possible to achieve unanimous support.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
The City can better represent our diverse population by actively involving people from all backgrounds in the planning process. One way is to hold community forums and listening sessions in different neighborhoods and at accessible times, with materials available in multiple languages, so that everyone feels invited to participate. Improving communication through digital platforms, social media, and local newsletters would also help keep residents in the loop and make it easier for them to engage.
Additionally, the City could set up advisory panels that include a variety of perspectives—such as from youth, seniors, and minority groups— to provide input on key issues. Regular surveys, available both online and in-person, could also give people an easy way to share their thoughts.
Overall, creating these opportunities for open dialogue and acting on community feedback would ensure that decisions truly reflect the values and needs of everyone in our community.
What is the most important contribution you can make as a member of the Planning Commission? My most important contribution as a member of the Planning Commission would be to serve as a dedicated advocate for the needs of the community. I believe in making planning decisions that prioritize the well-being and long-term interests of our residents, ensuring that growth and development align with what’s best for those who live here. I bring a balanced approach, combining a commitment to community feedback with a thoughtful understanding of sustainable growth. My goal would be to contribute in a way that keeps the community’s voice at the center of every decision, fostering a city that reflects and supports the people it serves. 154
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time *
1/17/2025
First Name *
Laurel
Last Name *
Sears
Address *
Street Address
Address Line 2
City
Dublin
State/Province/Region
CA
Postal/Zip Code
94568
Country
USA
Phone (Primary) * Phone (Secondary)
E-mail *
How long have you been a resident of Dublin? *
5 Have you participated in Inside Dublin? *
Yes
No
If yes, what year?
155
Are you a Lobbyist? *
Measure JJ, the Government Accountability Act, approved by the voters in November 2024 prohibits commissioners from being lobbyists.
Yes
No
Application Questions
Why are you interested in serving on the Planning Commission? My professional work and training is in the Urban Planning field, specializing in transportation and sustainability planning. My professional alignment and personal motivations are to make neighborhoods and communities, my own included, more engaged, sustainable and equitable. I've lived in Dublin for 5 years and have a good handle on the growth issues it faces and its appetite for development. I feel my personal values, professional experience and skills would help the Planning Commission make choices that support sustainable growth locally.
What is your knowledge of and experience in Planning and Zoning? I have double master's degrees in Urban Planning and Geography, which gives me an academic understanding of Planning and Zoning. I've worked in the transportation and sustainable planning field for 7 years, which is parallel and overlaps City/ County planning. For example, I've never worked in City Zoning departments, but I worked for three years as a local development review coordinator and manager for Caltrans District 4 in Oakland. This highlights the overlap between local development and state transportation infrastructure, utilizing CEQA and NEPA documents. This gives me an lot of expertise on reading and synthesizing, as well as identifying gaps, in planning and environmental documents.
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
Before I became an Urban Planner, I was a landscape designer. My bachelor's degree is in Fine Arts and I have a certificate in Landscape Design and Botany. I worked professionally as a landscape designer for 6 years in Kansas City (both KS and MO).
What experience, if any, do you have serving on boards, commissions or task forces? Please explain.
I am experienced working with bureaucratic task forces and boards- both as a participant and as a leader. My work at Caltrans has provided me 5 years of extensive experience with boards and commissions. I am currently convening a task force to create a Bay Area Community Engagement Playbook for example. I have also participated as a member on task forces like a Growth Management Board in Contra Costa County (as a state representative). These experiences have oriented me to procedures and rules (frequently Robert's Rules) that best support an equitable, reflective outcome. Before I came to Caltrans, I also served on a Bicycle Pedestrian Commission in San Joaquin County.
During my graduate research work, I worked with and served on the Douglas County Food Systems Commission.
How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? I understand uniquely the constraints of government work- where unpopular decisions in the short-term will hopefully allow long-term visions to come to pass. I am well used to my own work being misunderstood- so much so that I don't tell people at parties who I work for (as an example). I personally cannot influence or impact the traffic back ups on, for example, the express lanes at I-680 Sunol. I understand that the work I do may not immediately impact my neighbor's quality of life, but I have a belief that the work I do is in the best interest of the communities I serve.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
More ways to interact- more times, more methods, more engagement. Unbiased synthesis of the information gathered- who is analyzing it and how is it being interpreted. More educational opportunities for City residents to LEARN about the constraints and options of projects, as well as more chances to share their personal experiences. Transparency! Always close the loop with residents so communities know exactly how their information is being utilized. Don't over engage! Spend at least as much time preparing to engage as actually engaging. Asking better questions, identifying exactly what community input can change in a project means that every question asked has real meaning to the project direction. My current position is Equity and Engagement Planning Program Coordinator, Senior Planner at Caltrans Bay Area- this is the entire focus of my work right now.
What is the most important contribution you can make as a member of the Planning Commission? I am curious, well-informed and committed to uplifting community. I have a lot of professional experience in this field and also personal commitment to equitable engagement and systems. I feel I'm uniquely qualified to help the Commission make sound, equitable decisions 156
that support sustainable development for the City of Dublin. 157
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time *
11/14/2024
First Name *
Bradyn
Last Name *
Shaw
Address *
Street Address
Address Line 2
City
Dublin
State/Province/Region
CA
Postal/Zip Code
94568
Country
United States
Phone (Primary) * Phone (Secondary)
E-mail *
How long have you been a resident of Dublin? *
1 Have you participated in Inside Dublin? *
Yes
No
If yes, what year?
2024
158
Application Questions
Why are you interested in serving on the Planning Commission? Dublin is one of the fastest growing cities in the state and country, and as a new young resident, I have a special interest in the future of Dublin and its success.
What is your knowledge of and experience in Planning and Zoning? I do not have any direct experience within planning and zoning, but will turn to the experts in those fields to advice to make informed decisions to ensure due diligence is done for the citizens of Dublin.
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
I have only personal experience in landscaping, that did include water control measures as well as efficient gardening.
What experience, if any, do you have serving on boards, commissions or task forces? Please explain.
I have a vast experience serving on boards and committees. Throughout my college career, I served on the Board of Trustees, various faculty search and forward-focused project steering committees. I served as Alumni Association Chair & Student Body President in Undergrad, both elected positions. I also Have held positions as Program Director, Program Coordinator, Secretary & Mentor.
How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? I have always been able to make sound decisions with the principle of beneficence at the forefront, knowing every solution will not be everyone's top choice. We must make the decision that is the most good for the most amount of people, and that is something I feel very comfortable with.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
By inviting opinions and experiences of those outside of the expected or historical description of the role that is to be filled. Growing up in the midwest, and having lived in Florida and now California, I know what it feels like to live in places that aren't Dublin. It is possible to have a well run city with good planning and a diverse population. in fact, I think our diversity is one of the things that makes Dublin great, and ensuring all experiences, whether it be work, personal, organizational, or other, are taken into account when considering commissioners.
What is the most important contribution you can make as a member of the Planning Commission? I would be a forward thinker, bringing the outside perspectives of living in the midwest and east coast, and utilize them to continue to allow Dublin to follow the path of success we have been on since 1982. 159
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time *
1/13/2025
First Name *
Angela
Last Name *
Tucker
Address *
Street Address
Address Line 2
City
Dublin
State/Province/Region
CA
Postal/Zip Code
94568
Country
USA
Phone (Primary) * Phone (Secondary)
9253618873
E-mail *
How long have you been a resident of Dublin? *
15 years
Have you participated in Inside Dublin? *
Yes
No
If yes, what year?
2024
160
Are you a Lobbyist? *
Measure JJ, the Government Accountability Act, approved by the voters in November 2024 prohibits commissioners from being lobbyists.
Yes
No
Application Questions
Why are you interested in serving on the Planning Commission? I have watched the development of Dublin over the last 15 years and I would be very interested in helping shape it. I feel there are compromises that can be found between legitimate needs of the community for housing, expanding the tax base, and ensuring that growth is responsible and responsive to quality of life needs also from the community.
What is your knowledge of and experience in Planning and Zoning? I have some experience of trying to get build permits in another state and learnt about Zoning and Planning then. I also learnt about it during Inside Dublin.
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
I am a biologist by training and a hobby gardener with a great interest in native flora and fauna. I am also a big fan and frequent user of Dublin’s parks.
What experience, if any, do you have serving on boards, commissions or task forces? Please explain.
I have served on private industry task forces but not in government. I am a quick study though! How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? I am comfortable with that as long as I feel that I have made my decision on the basis of the best possible information available and with the long-term interest of the community at heart. In business I had to make unpopular decisions or defend them, and I understand that no one can make everyone happy at all times.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
Intentional engagement of the community and transparency are critical. In Dublin, residents sometimes feel that they are not aware of developments. I would very much like to try to help make information more broadly available and received by the intended recipients.
What is the most important contribution you can make as a member of the Planning Commission? I am very used to processing large amounts of information fast, and I am highly analytical and typically unemotional. My middle name is “no drama” and I can often move other parties to common ground. 161
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining
decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time *
1/27/2025
First Name *
Horatio
Last Name *
Ulescu
Address *
Street Address
Address Line 2
City
Dublin
State/Province/Region
CA
Postal/Zip Code
94568
Country
US
Phone (Primary) * Phone (Secondary)
E-mail *
How long have you been a resident of Dublin? *
13 Have you participated in Inside Dublin? *
Yes
No
If yes, what year?
162
Are you a Lobbyist?*
Measure JJ, the Government Accountability Act, approved by the voters in November 2024 prohibits commissioners from being lobbyists.
Yes
No
Application Questions
Why are you interested in serving on the Planning Commission? I'm interested in serving on the Planning Commission because I see Dublin at a critical juncture where thoughtful planning decisions can positively shape our community's future. As our city grows, we face important challenges in maintaining our quality of life while embracing innovation and sustainable development. I believe we need to carefully balance new development with preserving our community character, ensure our infrastructure keeps pace with growth, and create inclusive spaces that serve all residents.
Given these challenges and opportunities, I believe I can contribute meaningfully to the Commission's work. My background in technology and AI gives me insight into how making data-backed decisions can improve sustainability and create more livable and efficient urban environments. Through my roles with Dublin Rotary and the Chamber of Commerce, I've developed a deep understanding of both business and community perspectives on development issues.
My experience in support services has taught me the importance of listening to users' needs and finding practical solutions to complex problems. These skills directly translate to the Planning Commission's work of balancing diverse community interests and technical requirements in land use decisions.
I'm particularly interested in how we can leverage technology to create more efficient, sustainable, and inclusive community spaces. I see the Planning Commission as an opportunity to help ensure our city's growth embraces innovation while meeting the fundamental needs of all residents, creating a vibrant and livable Dublin for generations to come.
My only agenda is to help the harmonious development of Dublin in sync with the needs and expectations of its diverse community of residents.
What is your knowledge of and experience in Planning and Zoning? While my professional background is in technology, I bring valuable hands-on experience with planning and zoning from multiple perspectives. I've personally overseen the construction of two apartments and three houses across different countries, giving me practical insight into how planning and zoning decisions impact development. This experience has taught me how different regulatory frameworks operate and how they affect both individual properties and community character.
Through this direct experience, plus my active engagement as a Dublin resident, I understand that Planning and Zoning involves:
• Evaluating development proposals against established codes and regulations • Balancing individual property rights with community needs • Considering environmental impact and sustainability
• Understanding how land use decisions affect traffic patterns, infrastructure needs, and quality of life • Reviewing technical documents and analyzing data to make informed decisions I've already begun familiarizing myself with Dublin's General Plan, Zoning Ordinance, and recent planning decisions. I'm particularly interested in how our city is managing growth while maintaining community character, especially given my exposure to different approaches across various countries.
My experience in tech has taught me to analyze complex systems and find solutions that balance multiple stakeholder needs. Additionally, my involvement with Dublin Rotary and Chamber of Commerce has given me practical insight into how planning decisions impact local businesses and community organizations.
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
While I am not an architect or urban designer, I bring valuable firsthand experience on the receiving end of working with these professionals.
I both built and owned properties across different continents and countries, including in this community. I personally oversaw the construction of two apartments, three houses and landscaping design projects, which gives me unique insight into diverse architectural approaches, building standards, and expectations of all participants in these types of projects – communities/owners, architects, builders/developers.
This hands-on experience has taught me:
• How different cultures and communities approach urban design and living spaces • The complex interplay between builder objectives and homeowner needs • How regulations and planning decisions directly impact property development • The importance of balancing individual property rights with community character • How design choices affect both immediate neighbors and the broader community Being on the receiving end of planning and zoning decisions as a property developer and owner has given me practical understanding of:
• How planning decisions impact property values and community development 163
• The challenges of navigating building codes and regulations • The importance of clear design guidelines and standards • How different architectural approaches can enhance or detract from community character Through my work in tech and AI, I've also developed skills in analyzing complex systems and understanding how different components interact. I'm particularly interested in how technology integration can enhance urban design through smart city initiatives and sustainable building technologies.
If appointed, I would use my understanding of practical building experience as a starting point in:
• Learning from the expertise of fellow commissioners and city staff • Studying successful urban design principles in similar communities • Understanding Dublin's specific design guidelines and standards • Taking advantage of available training opportunities
What experience, if any, do you have serving on boards, commissions or task forces? Please explain.
I have significant board experience through my service on several Homeowners Association boards and as a board member of the Dublin Rotary Club and Dublin Chamber of Commerce ambassador. Through these roles, I've gained practical experience in community leadership and governance.
On HOA boards, I've developed expertise in:
• Reviewing and approving architectural modifications while ensuring compliance with guidelines • Managing significant community projects and infrastructure improvements • Building consensus among diverse resident interests
• Making difficult decisions that balance individual and community needs • Managing substantial budgets and long-term planning
As a Dublin Rotary board member, I've gained additional experience in:
• Collaborating with city leaders and community organizations • Planning and executing community service projects
• Developing partnerships with local businesses and nonprofits • Managing community outreach programs
• Participating in strategic planning for community initiatives As a Dublin Chamber of Commerce ambassador, I've gained additional perspective through:
• Building relationships between the business community and city stakeholders • Understanding commercial development needs and impacts • Participating in community economic development initiatives • Helping new businesses integrate into our community
• Contributing to discussions about business-friendly development My board service has taught me valuable skills that align with Planning Commission responsibilities:
• Careful deliberation of complex issues
• Clear communication of decisions and rationale
• Fair application of rules and standards
• Effective collaboration with fellow board members
• Maintaining professional relationships even during contentious issues • Building consensus while respecting diverse viewpoints These experiences have prepared me well for the collaborative decision-making environment of the Planning Commission, where balancing multiple interests and working within established frameworks is essential.
How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? Through my experience with both HOA boards and Dublin Rotary, I've learned that making decisions for the community good often requires careful balance and clear communication. Rotary's principle of 'Service Above Self' has reinforced my commitment to prioritizing broader community benefits over individual preferences when necessary.
I have direct experience making such decisions. For example, on my HOA board, we implemented a significant infrastructure improvement project that required substantial assessments. While initially unpopular with many residents, we:
• Thoroughly researched and documented the necessity of the work • Clearly communicated the long-term benefits and risks of delay • Held multiple information sessions to address concerns • Developed a fair payment structure to minimize individual impact • Maintained transparent communication throughout the process This experience taught me that the key to handling unpopular but necessary decisions is:
• Ensuring decisions are based on clear evidence and established criteria • Listening respectfully to all stakeholders' concerns
• Explaining the reasoning behind decisions thoroughly and clearly • Being consistent and fair in applying rules and standards • Focusing on long-term community benefits while acknowledging short-term impacts Through Rotary, I've also learned the importance of building trust through consistent, principled decision-making. I understand that Planning 164
Commission decisions can have far-reaching impacts on our community, and I'm prepared to make difficult but necessary decisions based on sound planning principles, even when facing opposition.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
Having built properties across different continents, I understand how cultural perspectives influence community development preferences.
This international experience helps me appreciate the importance of considering diverse viewpoints in planning decisions Through my involvement with Dublin Rotary and as a Chamber of Commerce ambassador, combined with my technology background, I've developed a comprehensive view of how to enhance our community engagement. My extensive networks across Dublin's business and residential communities provide valuable channels for gathering diverse perspectives and ensuring both business and resident viewpoints are considered in planning decisions.
Improve Accessibility:
• Implement hybrid meeting formats combining in-person and virtual participation • Provide translation services for Dublin's growing diverse population • Schedule meetings at varied times to accommodate different work schedules • Ensure meeting locations are accessible by public transit • Use technology to enable asynchronous participation
Enhance Outreach Through:
• Partnerships with Dublin's cultural organizations and faith communities • Collaboration with Dublin Rotary and Chamber of Commerce networks • Multilingual communications across various platforms
• Presence at community events like the Farmers' Market and cultural festivals • Digital tools and surveys that allow participation on residents' own schedules Improve Understanding and Engagement:
• Create clear, visual explanations of planning concepts • Use interactive tools to help visualize proposed changes • Provide information in multiple languages reflecting Dublin's diversity • Ensure technical information is accessible to non-experts • Leverage social media and digital platforms for broader reach Actively Seek Input By:
• Working with Dublin's established cultural organizations • Conducting targeted outreach in different neighborhoods • Creating focus groups for specific community segments
• Following up to show how community input influenced decisions My technology background could help implement innovative engagement solutions, while my Rotary and Chamber connections provide established channels to reach diverse community groups. This combination would help ensure planning decisions reflect our entire community's needs and aspirations.
What is the most important contribution you can make as a member of the Planning Commission? My unique combination of international property development experience, technology background, and community service through Rotary and Chamber of Commerce gives me a multi-faceted perspective on planning issues. I understand planning both as a property developer who has worked in different regulatory environments and as a community member interested in sustainable growth.
My most important contribution would be bringing a unique combination of technological insight, business community engagement, and community service experience to the Planning Commission. This blend allows me to bridge traditional planning with future-focused innovation while ensuring decisions serve our diverse community's needs.
Specifically, I can contribute by:
• Providing insight into how emerging technologies and trends (like remote work, smart city solutions, and changing transportation patterns) will impact Dublin's future development needs • Leveraging my Dublin Rotary and Chamber of Commerce connections to enhance community engagement and ensure diverse voices, including both business and residential perspectives, are heard in the planning process • Bringing analytical problem-solving skills from my tech background to evaluate complex proposals and their long-term implications • Applying lessons learned from HOA board service about balancing individual and community needs in development decisions • Using my technology expertise to help implement innovative solutions for community engagement and data-driven decision making While I come from outside traditional planning fields, this actually strengthens my potential contribution. I bring fresh perspectives on how Dublin can embrace technological innovation while preserving our community character. My combination of technical knowledge, business community engagement through the Chamber of Commerce, and community service experience through Rotary positions me to help ensure our planning decisions create an inclusive, forward-thinking, and livable community for all residents.
I'm committed to complementing this perspective with continuous learning about planning principles and regulations, ensuring decisions are based on sound planning criteria while considering future technological impacts. 165
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time*
10/11/2024
First Name *
Gerardo
Last Name *
Victoria
Address *
Street Address
Address Line 2
City
Dublin
State/Province/Region
CA
Postal/Zip Code
94568
Country
United States
Phone (Primary) * Phone (Secondary)
E-mail *
How long have you been a resident of Dublin? *
34 Have you participated in Inside Dublin? *
Yes
No
If yes, what year?
166
Application Questions
Why are you interested in serving on the Planning Commission? It’s a way to engage with our community and to have an Influence on Community Development. Planning commissions play a significant role in shaping the future of a community. Commissioners review land use, zoning changes, and development projects, which gives them a direct hand in how the community grows and develops. For someone passionate about urban planning or community growth, this is a powerful way to contribute.
What is your knowledge of and experience in Planning and Zoning? I have over 5 years in planning and zoning. In providing information to residents, developers, contractors, and city departments. In my day job, I manage and present entitlement projects to the Design Review Commission, Planning Commission, and the Zoning Administrator for a nearby city. Assignments include the planning and administration of land use controls, research, plan checks, and general customer service.
Assist with the administration of the City’s Zoning Code, Administrative Code and Municipal Code. I prepare and present oral and written reports and recommendations. Ability to communicate the zoning code and the municipal code in English and Spanish and provide alternative paths forward for potential projects. Respond to public inquiries via phone, email, or our front counter in a professional manner.
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
I have over 5 years in urban design and architecture. In my day job, I manage and present entitlement projects to the Design Review Commission, Planning Commission, and the Zoning Administrator for a nearby city. Urban design and architecture should be compatible with the neighboring community. The materials should be durable and ensure the community’s safety.
What experience, if any, do you have serving on boards, commissions or task forces? Please explain.
Unfortunately, I don't have any experience serving on boards, commission or task forces.
How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? Making a decision that benefits the overall community but is unpopular with some neighbors is challenging. It requires a balance between serving the greater good and considering the concerns of individuals or groups. On one hand, focusing on the overall good means that you're prioritizing long-term benefits, such as improved infrastructure, economic growth, or environmental sustainability. These types of decisions are often necessary to ensure that the community as a whole thrives, even if they come with opposition. On the other hand, it’s natural to feel conflicted when neighbors or community members express concerns or resistance. Their feelings and perspectives are valid, and it’s important to listen to them, explain the reasoning behind decisions, and strive for compromise where possible. Ultimately, the key is to act with integrity and transparency.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
Ensuring that the viewpoints and perspectives of a city’s diverse population are represented in city planning decisions requires intentional strategies to engage all community members. You can and should host community events before a project comes before the Planning Commission. Residents simply don’t have the time to come to Commission meetings so giving them another meeting option could prove helpful.
What is the most important contribution you can make as a member of the Planning Commission? The most important contribution I can make is ensure that I communicate with our community. Communication is not only speaking but listening to the concerns. In my 34 years of living in Dublin i always assumed the Planning Commission would approve any project and did not take the residents into account. I have over 5 years of land use, zoning, and urban design that I would love to bring to the City of Dublin. 167
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining
decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time *
1/30/2025
First Name *
Vishal
Last Name *
Wani
Address *
Street Address
Address Line 2
City
Dublin
State/Province/Region
CA
Postal/Zip Code
94568
Country
United States of America
Phone (Primary) * Phone (Secondary)
E-mail *
How long have you been a resident of Dublin? *
12 Have you participated in Inside Dublin? *
Yes
No
If yes, what year?
168
Are you a Lobbyist? *
Measure JJ, the Government Accountability Act, approved by the voters in November 2024 prohibits commissioners from being lobbyists.
Yes
No
Application Questions
Why are you interested in serving on the Planning Commission? I am a long time resident of Dublin and have seen Dublin grow dramatically over last 12 years. Dublin is my home and my kids grew up here.
I've always been passionate about being able to contribute to the society in whatever ways possible. I have seen Dublin get developed into a wonderful city and one of best recognized cities in the country. There are still many more requirements of our community that can be further fulfilled with right planning. Responsible spending, long term planning, and holistic thought process is necessary to ensure a thriving community. I have been working in Technology industry for nearly 30 years and have led projects and teams to deliver business results. I would love an opportunity to do the same in public life and give back to my community.
What is your knowledge of and experience in Planning and Zoning? I have been managing projects and teams and delivering in leadership capacities for almost 2 decades. I'm PMP certified and planning is one of the essential elements to effective management and I'm very adept at it. In the context of city planning and zoning, I've some awareness from my habit of reading and curious mind. I'm sure I'll be able to learn quickly and apply myself to the challenges this position will throw at me.
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
I may not have specific experience in urban design/architecture, but I'm a fast learner and with the help of existing staff / commissioner, documentation etc, I am confident in my abilities to do justice for this job.
What experience, if any, do you have serving on boards, commissions or task forces? Please explain.
I have been on task forces in my working life as technology leader. I have been an investor and advised a start up in India.
How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? As an experienced leader, I realize that almost nothing is ever popular or acceptable. There are always different perspectives from different individuals. However we need to focus on right thing for the community based on the goal of the particular project and related decision.
Portraying right perspectives, appealing to large purpose, and keeping positive tone and transparency will help move the community forward towards the long term or over-arching goals established but the city o fficial and public at large.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
As Dublin has grown by leaps and bounds over the last several years, one of the things one must notice if that the city have now very diverse population consisting people from di fferent ethnicity, color, nationality, immigration status'es, and so on. Diversity is key to a thriving democracy. As a result it's of utmost importance that City o fficials are mindful of their audience, appreciate different perspectives and reasons behind their perspectives, by way of developing cultural and socio-economic background of the community. In my personal and working life as well I have always come in contact with people of different races/religions and diverse backgrounds and I have always been curious to learn and respectfully participate in conversations. I think inculcating some of those qualities will help our city better understand its constituents and work with them with respect and dignity they deserve.
What is the most important contribution you can make as a member of the Planning Commission? I would like to ensure that I provide unbiased views, make time to review proposals thoroughly, and do what makes sense for the long term health and vibe of our community while keeping true to goals of our city. 169
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time *
11/15/2024
First Name *
John
Last Name *
Wu
Address *
Street Address
Address Line 2
City
DUBLIN
State/Province/Region
California
Postal/Zip Code
94568-7524
Country
United States
Phone (Primary) * Phone (Secondary)
E-mail *
How long have you been a resident of Dublin? *
13 Have you participated in Inside Dublin? *
Yes
No
If yes, what year?
170
Application Questions
Why are you interested in serving on the Planning Commission? I am interested in serving on the planning commission because I am passionate about contributing to the thoughtful development and growth of our community. Having lived in Dublin for over 13 years and being deeply involved in real estate in the Bay Area for over 23 years, I have a comprehensive understanding of the local real estate market, property management, and the differences between residential and commercial developments. My extensive knowledge in renovation and construction, combined with my professional experience, enables me to provide valuable insights into the planning process.
Additionally, my commitment to community service is reflected in my role as a member of the Dublin Sister City Committee, where I have actively participated in fostering relationships with other cities around the world and promoting cultural exchange. Serving on the planning commission would allow me to further utilize my skills and experience to ensure that Dublin continues to grow in a sustainable and well- planned manner, preserving the quality of life for all residents.
I am dedicated to maintaining Dublin's unique character while supporting strategic development initiatives that benefit the entire community. My goal is to contribute to informed decision-making that balances growth with the needs and interests of our residents.
What is your knowledge of and experience in Planning and Zoning? I have over 23 years of experience in real estate, during which I have extensively dealt with planning and zoning regulations. As a real estate broker and owner of a brokerage fi rm in the Bay Area, I have navigated various zoning laws and planning requirements for real estate properties. My work involves understanding zoning codes, land use policies, and development regulations to ensure compliance and successful project execution based on my clients' needs.
Additionally, my knowledge in renovation and real estate transactions further enhances my ability to assess and contribute to planning and zoning decisions. This experience has equipped me with a comprehensive understanding of how planning and zoning impact property development and community growth.
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
Yes, I have experience in urban design, architecture, and landscaping through my extensive work in real estate over the years. As a real estate broker and owner of a brokerage firm, I have been involved in numerous projects that required a deep understanding of these fields.
My experience includes overseeing property renovations and reconstruction projects, where I collaborated with architects, designers, and landscapers to ensure that the final outcome meets both the aesthetic and functional goals of my clients. I have also been involved in the planning and development of residential properties for my clients, which required a keen eye for design, an understanding of urban planning principles, and knowledge of sustainable landscaping practices. This hands-on experience has provided me with a comprehensive understanding of the various aspects of urban design, architecture, and landscaping.
What experience, if any, do you have serving on boards, commissions or task forces? Please explain.
I have served on the Dublin School District Budget Committee and the Dublin Sister City Committee. In these roles, I have been actively involved in decision-making processes and strategic planning. My experience on these committees has equipped me with skills in collaboration, community engagement, and policy development, all of which are valuable for serving effectively on boards, commissions, or task forces.
How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? As one of the community members in our city, I believe that making decisions for the overall good of the community is essential, even if sometimes they are unpopular with some neighbors. As a community leader, it's important to consider the long-term benefits and the greater good while also listening to and addressing the concerns of all residents. Balancing these factors requires transparency, effective communication, and a commitment to the community’s best interests. I am prepared to make difficult decisions that support sustainable growth and improve the quality of life for everyone, even if they are not universally accepted.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
The City can better ensure diverse representation in planning decisions by actively engaging all community segments through various channels. This includes holding public forums, workshops, and town hall meetings, as well as utilizing digital platforms for broader participation. Forming advisory committees with representatives from different demographic groups and partnering with local organizations.
171
What is the most important contribution you can make as a member of the Planning Commission? The most important contribution I can make as a member of the Planning Commission is leveraging my extensive real estate experience and community involvement to ensure well-informed, balanced, and forward-thinking decisions. With over 23 years in the real estate business, including property management, renovation, and reconstruction, I bring a deep understanding of the complexities of development and the importance of sustainable growth. My commitment to community service and my knowledge of local needs will help ensure that planning decisions enhance the quality of life for all residents while preserving the unique character of our city. 172
Planning Commission Application
The Planning Commission is an advisory body to the City Council. The Planning Commission is made up of seven community members, including five Planning Commissioners who serve four-year terms, and two Alternate Planning Commissioners who serve two-year terms.
The duties and powers of the Planning Commission are spelled out in Chapter 2.12 of the Dublin Municipal Code and include the power to perform duties in reference to Planning, Zoning, and land use, and to make recommendations, for City Council approval, of the following: A comprehensive, long term General Plan for the physical development of the City and land within the City's sphere of influence; Development plans which are consistent with the General Plan; and Regulations, programs, and ordinances as required for the systematic implementation of the General Plan. Rules for conducting Planning Commission Meetings have been established to provide a framework for running Planning Commission meetings, maintaining decorum, and ensuring opportunities for members of the public to address the Planning Commission. These rules have been adopted in accordance with the Dublin Municipal Code (Chapter 2.12.040.C).
The Planning Commission is required under state law to fill out a disclosure statement which identifies certain financial interest beginning with the immediate twelve-month period prior to your appointment (FPPC Form 700) and attend Ethics Training.
Learn more about the Planning Commission
Date Time *
1/17/2025
First Name *
Mina
Last Name *
Yu
Address *
Street Address
Address Line 2
City
Dublin
State/Province/Region
California
Postal/Zip Code
94568
Country
United States
Phone (Primary) * Phone (Secondary)
2019573389
E-mail *
How long have you been a resident of Dublin? *
1 Have you participated in Inside Dublin? * If yes, what year? 173
Are you a Lobbyist?*
Measure JJ, the Government Accountability Act, approved by the voters in November 2024 prohibits commissioners from being lobbyists.
Yes
No
Application Questions
Why are you interested in serving on the Planning Commission? I'm interested in serving on the Planning Commission to contribute both my professional experiences and my personal investment in the growth of the City of Dublin. I have been working in real estate development and local government in San Francisco where I formerly lived since 2014. My work at the Office of Community Investment and Infrastructure (OCII) is driven by my desire to apply my background in public policy and to address the affordable housing crisis in San Francisco. At OCII, I serve as the senior budget and finance manager, where I procure financing for infrastructure, market rate, and affordable housing projects and ensure consistency with the master plans for three major project areas. I believe I can bring my professional experiences with financing agreements and development plans to the Planning Commission in Dublin.
Additionally, my husband and I purchased a home in Dublin in 2024 to raise our baby, as this is a safe and growing city with easy access to the rest of the Bay Area. Dublin is one of the few cities in the Bay Area embracing growth and development, and I am excited to live in a city addressing the housing challenges faced by the Bay Area as a whole and a city bringing the amenities to serve a growing population. I believe serving on the Dublin Planning Commission is a great way for me to contribute both my professional background to ensure that growth happens according to the city's Master Plan and to meet the growing community's needs and my personal interest in getting involved in the local community where our family is setting down roots.
What is your knowledge of and experience in Planning and Zoning? My knowledge of and experience with planning and zoning is due to my work at OCII, where we are building housing and infrastructure consistent with our Master Plans, Developer Disposition Agreements, City zoning and planning codes, and other governing documents. I have worked on the financing since 2017 to procure funding consistent with the financing agreements and tax allocation agreements and to ensure that funds are used for eligible and appropriate costs. Additionally, I have written policy reports to the San Francisco Board of Supervisors looking at specific planning and zoning issues. An example is a report I prepared in 2016 where I analyzed the number of Airbnbs and short term rentals violating planning and zoning codes and made recommendations for enforcement improvements and possible policy changes to the number of nights that residential units could be used for commercial short-term rental uses, including a coordination between the Planning and Tax Collector departments to identify units based on gross business tax receipts in violation of city codes.
Do you have any experience in urban design, architecture or landscaping? If yes, please describe your experience.
My experience with urban design, architecture, and landscaping comes from my work at OCII, where we regularly take plans to our Commission and work with developers and architects on design that is congruent with surrounding infrastructure and community needs.
Project renderings will go through iterations based on community and Commission feedback, and I work with our project managers to ensure funding is available for designs and/or any necessary redesigns and to ensure that we continue to be in compliance with IRS regulation and state law restrictions on use of funds.
What experience, if any, do you have serving on boards, commissions or task forces? Please explain.
I currently serve on the San Francisco Municipal Transportation Authority's revenue bond oversight committee, where we review the allocation of bond proceeds to transit and infrastructure projects in San Francisco. I work with other members to ensure the most efficient and appropriate use of funds and review status updates on projects. I also regularly present to commissions and the oversight board of OCII on the agency's budget and other financing matters.
How do you feel about making a decision for the overall good of the community, but unpopular with some neighbors? In my work at OCII, we regularly have to make decisions that do not appease every stakeholder, but provide a net positive towards completing the overall plan of the neighborhood. Additionally, managing our agency's budget requires regularly making decisions that do not please everyone, particularly in tighter financial environments. I consider trade offs and consistency with overall city and agency policy goals to make decisions.
How can the City better ensure that the viewpoints and perspectives of our diverse population are represented when making decisions about city planning?
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The City can better ensure that diverse perspectives are represented in decisions about city planning by increasing general awareness of the planning process and transparency in plans. This entails publicizing planning hearings, making hearings accessible to remote audiences, incorporating community meetings to get feedback at multiple points in the planning process, and communicating the development plans to residents.
What is the most important contribution you can make as a member of the Planning Commission? The most important contribution I can make as a Planning Commissioner is relevant professional experiences and a personal stake in the development and future of Dublin. My son will grow up here, and I am part of the newer influx of residents who sees the value in Dublin's general embrace of large scale development along with the safe and family-friendly environment the city provides. I look forward to having an impact on shaping the future of this city through this commission. 175
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