Agenda packet — Glendora City Council, March 24, 2026 (part 1 of 3)

David Fredendall, Mayor, District 2
Karen Davis, Mayor Pro Tem, District 4
Michael Allawos, Councilmember, District 1
Shaunna Elias, Councilmember, District 3
Mendell Thompson, Councilmember, District 5

CITY COUNCIL, SUCCESSOR AGENCY AND HOUSING AUTHORITY
7:00 PM GENERAL SESSION
Tuesday, March 24, 2026
City Hall Council Chamber
116 E. Foothill Boulevard, Glendora
AGENDA

CALL TO ORDER

ROLL CALL

INVOCATION AND PLEDGE OF ALLEGIANCE
In permitting a nonsectarian invocation, the City does not intend to proselytize, advance, or disparage any faith or belief. Neither the City nor the City Council endorses any particular belief or form of invocation.

HIGH SCHOOL STUDENT REPORTS

1. High School Student Reports

REORDERING OF AND ADDITIONS TO THE AGENDA

PUBLIC COMMENT
The City of Glendora encourages community participation at its public meetings. Speakers are limited to three minutes, and time may not be shared or transferred. A total of 30 minutes is reserved for public comment, which may be extended by majority vote of the legislative body. At regular meetings, comments may address both agenda and non-agenda items during the Public Comment portion, with additional opportunities to speak provided during Public Hearings. At special meetings, public comment is limited to agenda items. Residents may participate in person or submit comments by email, phone, mail, or other available methods. Participation options may be adjusted if a State of Emergency, Health Order, or Executive Order limits in-person attendance. For more information, see the Guide to Public Meetings and Participating in Public Meetings on the City’s website at www.cityofglendora.gov/citymeetings.

2. Public Comments Received

MEMBER STATEMENTS/REPORTS

CITY MANAGER AND CITY ATTORNEY STATEMENTS

SPECIAL ITEMS

3. A Proclamation Proclaiming March 23-27 as Government Finance Professionals Week

4. Update on Addressing Homelessness - March 2026
Recommended Action for the City Council:
— 1. Receive and file the update.

PUBLIC HEARINGS
Public hearings shall conform to the protocol established to conduct of public meetings, proceedings, and business in the City of Glendora. Following presentation of the staff report, the applicant/appellant will be allowed ten (10) minutes in which to make a presentation. Following the presentation of the applicant/appellant public testimony share be called, each speaker is limited to three (3) minutes, speaking once. The Presiding Officer may permit a five (5) minute rebuttal/summation by a representative of applicant/appellant. The public hearing will then be closed, and no member of the public shall be allowed to speak further unless, upon motion, and the public hearing is reopened by the governing body. Any person desiring to provide testimony during a Public Hearing item shall make his/her presence known to the Presiding officer. Speakers are entitled to submit written or other graphic evidence. All such evidence presented shall be retained by the City Clerk as part of the Clerk’s record.

PLEASE NOTE: If you challenge any of the proposed action(s) in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the City Council at, or prior to, the public hearing.

5. Consideration of Proposed Funding Recommendations for the FY 2026-27 Community Development Block Grant (CDBG) Funds
Recommended Actions for the City Council:
— 1. Review and accept the proposed funding recommendations for the FY 2026-2027 One-Year Action Plan; and
— 2. Commence the required 30-day public comment period for the FY 2026-2027 Plan.

CONSENT CALENDAR
Items on the Consent Calendar will be enacted by one motion without individual discussion. There will be no separate discussion of these items unless a member of the governing body requests specific item(s) be removed from the Consent Calendar for separate action. Items removed from the Consent Calendar will be considered after the Consent Calendar is approved. Anyone wishing to address a Consent Calendar item should do so during the Public Comment Period.

6. Affirm minutes from the March 10, 2026 meeting
Recommended Action for the City Council, Successor Agency and Housing Authority:
— 1. Affirm minutes as presented.

7. City of Glendora and Glendora Successor Agency Investment Report for February 2026 Recommended Action for the City Council and Successor Agency:
— 1. Receive and file the Monthly Investment Activity Report for February 2026.

8. Consideration of Amendment No. 2 to the Contract Services Agreement with Environment Planning Development Solutions, Inc., dated May 24, 2022 for additional environmental services related to the North Glendora Reservoir replacement project in an amount not to exceed $17,575 for additional services
Recommended Actions for the City Council:
— 1. Approve Amendment No. 2 ("Amendment") to the Contract Services Agreement ("Agreement") with Environment Planning Development Solutions, Inc. (dba EPD Solutions) dated May 24, 2022, extending the Term of the Agreement and increasing the contract sum by $17,575 to a total amount not to exceed $190,191; — 2. Authorize the City Manager to execute Amendment No. 2, including minimal and/or non-substantive changes; and
— 3. Authorize the City Manager to extend the term of the Agreement by two additional one-year periods.

9. Amendment No. 1 to the Agreement for Contract Services with JMDIAZ, Inc. for Engineering and Land Development Services
Recommended Actions for the City Council:
— 1. Approve Amendment No. 1 (“Amendment”) to the Contract Services Agreement (the “Agreement”) with JMDiaz, Inc. (“JMD”) extending the contract term by one year and increasing the compensation due to JMD under the Agreement by $349,000 to a total amount of $570,000; and — 2. Authorize the City Manager to execute the Amendment.

10. Consider Amendment No. 4 to the Contract Services Agreement with CSG Consultants, Inc. for Building Plan Review and Inspection Services for an additional one-year term and an amount not to exceed $1,810,000
Recommended Actions for the City Council:
— 1. Approve Amendment No. 4 to the Contract Services Agreement with CSG Consultants, Inc., extending the contract term by one year and increasing the contract amount by $425,000, a new not-to-exceed total of $1,810,000; and
— 2. Authorize the City Manager to execute the agreement.

11. Consideration of a Construction Contract to Harbor Construction Coating & Restoration, Inc. for the Mary E. & Clement M. La Fetra Center Stairs Replacement Project in an amount not to exceed $234,600 Recommended Actions for City Council:
— 1. Adopt a Categorical Exemption from the California Environmental Quality Act pursuant to Section 15301(d) of the California Code of Regulations (CEQA Guidelines); — 2. Approve the Construction Contract with Harbor Coating Construction & Restoration Inc. for the Mary E. & Clement M. La Fetra Center Staircase Replacement Project, Plan No. 1387, in the amount of $234,600; — 3. Authorize a contingency for necessary change orders in an amount not to exceed 10% ($23,460) of the total contract amount ($234,600) for a total authorization not to exceed $258,060; and — 4. Authorize the City Manager or his designee to execute the Contract and approve change orders within the approved contingency amount, including minimal and/or non-substantive changes.

12. Notice of Completion for Resurfacing of Finkbiner Park Skate Park Recommended Actions for the City Council:
— 1. Accept and Approve the Notice of Completion for the Resurfacing of Finkbiner Park Skate Park project by California Skateparks Inc.; and
— 2. Authorize the Mayor to sign the Notice of Completion for recordation.

MEMBER AGENDA ITEMS

13. Unscheduled Vacancy on the Water Commission Update (Office No. 3; Term Expiring: June 30, 2029) Recommended Actions for the City Council:
— 1. Provide direction to staff on next steps regarding the recruitment to fill the unscheduled vacancy on the Water Commission.

UNFINISHED BUSINESS

14. Consideration of a Resolution adopting an updated legislative platform to be used as the background to review proposed legislation and requests for support/opposition Recommended Action for the City Council:
— 1. Review and approve the FY 2025-2027 State and Federal Legislative Platform; and — 2. Adopt a City Council Resolution entitled, "A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF GLENDORA ADOPTING AN AMENDED ADMINISTRATIVE POLICY FOR A LEGISLATIVE ADVOCACY PROGRAM."

15. Information on Citizen Ad-Hoc Committees, City Council Sub-Committees, and Direction on the Use of One-Time Funds
Recommended Actions for the City Council:
— 1. Receive a report on citizen ad-hoc committees and City Council sub-committees and provide direction, as necessary; and
— 2. Provide direction, as necessary, on the use of one-time funds.

NEW BUSINESS

16. Annual Report for the Business Improvement District and Consideration of a Resolution of Intent to Levy and Collect Assessments for Fiscal Year 2026-2027 For the Glendora Village Business Improvement District
Recommended Actions for the City Council:
— 1. Approve the FY 2026-2027 Business Improvement District Annual Report; and — 2. Adopt a City Council Resolution entitled, "A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

GLENDORA DECLARING THE CITY COUNCIL'S INTENT TO LEVY AND COLLECT ASSESSMENTS FOR THE FISCAL YEAR 2026-2027 FOR THE GLENDORA VILLAGE BUSINESS IMPROVEMENT DISTRICT AND

SETTING A TIME AND PLACE FOR A PUBLIC HEARING CONCERNING THE LEVY OF THE ANNUAL ASSESSMENTS"

17. 2025 General Plan Annual Progress Report and the Housing Element Implementation Annual Progress Report
Recommended Action for the City Council:
— 1. Receive and file the 2025 General Plan Annual Progress Report and the Housing Element Implementation Annual Progress Report.

MEMBER/STAFF CLOSING COMMENTS

ADJOURNMENT
Date Posted: March 17, 2026 06:00 pm

STAFF REPORT
TO: Mayor and Council Members DATE: March 24, 2026
FROM: Recreation and Human
Services
DISTRICT(S): Citywide
SUBJECT: Update on Addressing Homelessness - March 2026

RECOMMENDATION
That the City Council:

1. Receive and file the update.

STRATEGIC FOCUS AREAS
Goal 6: Implement Strategic Homelessness Solutions (ISHS)

EXECUTIVE SUMMARY
This report serves as an update on the efforts taken and programs implemented by the City to address the challenge of homelessness. Staff have directed City resources toward direct assistance to unsheltered residents while also providing case management, referrals, and financial assistance to housed residents experiencing housing instability. With major changes taking place impacting funding sources and the broader system of homeless service delivery, City homeless programs have remained consistent in their approach to addressing homelessness. The efforts and programs implemented to date reflect the City’s response to ongoing concerns related to the challenge of homelessness in Glendora, through a proactive and holistic approach that balances maintaining order in public areas while providing individuals experiencing housing crises access to needed services.

LEGISLATIVE HISTORY / PREVIOUS ACTIONS
On September 23, 2025, the City Council received an update on the efforts undertaken to address homelessness in Glendora since March 2025.

On October 14, 2025, the City Council approved a memorandum of agreement with the San Gabriel Valley Council of Governments and the City of Glendora distribution and use of Measure A Local Solutions Funds. The City Council approved an increase in estimated revenues and supplemental appropriation of $180,536 in the FY 2025- 27 adopted two-year budget.

On December 9, 2025, the City Council received a presentation from City Net staff on the results of the 2025 Homeless Survey conducted on September 23 and September 25, 2025.

On January 13, 2026, the City Council received an update on the Exclusive Negotiating Agreement with Mercy Housing related to the disposition and development of 1762 Dale Road.

DISCUSSION
Homeless Count
On January 21st
, 2026, the City of Glendora participated in the Greater Los Angeles Homeless Count, an annual count that fulfills a mandate by the United States Department of Housing and Urban Development (HUD) to take an inventory of individuals who are sheltered and unsheltered within a Continuum of Care (CoC). This data helps the government and service providers analyze trends and shifts in homelessness and respond with the appropriate resources. The La Fetra Center was used as the deployment site for the City’s count and Human Services staff coordinated the nights events. City Council members and Community Services Commissioners participated along with the L.A. CADA outreach team, local residents, county staff, and the Glendora Police Department.

The results of the count will be evaluated by a team of researchers from the University of Southern California Suzanne Dworak-Peck School of Social Work, LAHSA and HUD, and will be made available later this summer.

Multipliers will be applied to the raw data collected the night of the count to account for variations in household size for observed dwellings such as vehicles and tents, where the number of individuals inside may be difficult to determine. The research team maintains that this provides the most statistically accurate view of homelessness at the Service Provider Area (SPA) level.

On September 23rd and 25th, 2025, the City of Glendora conducted its own detailed homeless count and survey with contractor, City Net. This survey, the third conducted by City Net, was funded through an existing allocation from the Human Services Division budget. City Net staff were deployed throughout the city with Glendora police officers, L.A. CADA and Human Services staff who encountered individuals and completed questionnaires to gather data about population demographics, residency and homelessness history, income and health information.

Participants were also questioned about current services received and interest in housing resources. Teams conducted surveys during daytime and evening hours and accounted for duplicate responses and to ensure an accurate final count. 64 individuals were counted during this survey, a decline since the 2023 City Net survey encountered 106 individuals and the 2021 survey encountered 113 individuals.

Funding Changes
Since the last update to the City Council, the City is no longer receiving Measure H funds. The City had received $100,000 in Measure H grant funds to be used for homeless services and spent $91,266.59 by the end of the grant period.

On April 1, 2025, the Los Angeles County Measure A sales tax went into effect, which repealed and replaced the previous Measure H sales tax. This sales tax funds homeless housing and services and includes, in part, affordable housing development, mental health and addiction treatment, and outreach services to children, families, veterans, and domestic violence survivors. 60% of the funds raised with this tax are allocated to comprehensive homeless services through the Local Solutions Fund. Revenue from the Measure A sales tax is also shared with other Los Angeles County programs, the Los Angeles County Development Authority, and the LA County Affordable Housing Solutions Agency (LACAHSA).

In October, 2025, the City of Glendora received a grant of $180,536 from the Measure A Local Solutions Fund for specific categories of homeless services. The city programs that are currently being funded this fiscal year 2025- 2026 include: interim housing/motel vouchers, move-in assistance, landlord incentives, flexible rent subsidies, problem solving, case management direct costs, and case management indirect costs.

The table below highlights total expenses made with Measure A funding to date:

Measure A Expenses (Nov 2025 - Feb
2026)
Expense
Category
Households
Served Amount
Interim
Housing 4 $5,996.94
Financial
Assistance 1 $463.50
Landlord
Incentives
0 $0.00
Flexible
Rent
Subsidies
0 $0.00
Problem
Solving 1 $2,300.00
Case Management $78,125.00
Admin Costs $9,375.00
Total Spent $96,260.44
As mentioned, LACAHSA is another recipient of Measure A funds and receives 33.75% of this tax revenue to support production and preservation of affordable housing and provide homeless prevention services to residents in Los Angeles County. As LACAHSA’s Homelessness Prevention program is implemented this year, the City of Glendora will partner with homeless and mental health service provider, Sycamores, to support households at-risk of eviction, providing financial assistance and case management. The role of City staff will be to receive referrals from the community and facilitate linking eligible households to Sycamores staff who will provide direct housing stabilization support.

Preventing Homelessness
To reduce the inflow of homelessness for new households the Human Services Division continues to provide supportive services to residents who are at risk of losing their housing. Services currently include referrals to homeless service providers like Union Station Homeless Services or guidance navigating available household assistance programs. Minimal financial assistance may be available for eligible households if no other financial assistance can be attained through other means. Limited Measure A funds are available for this purpose.

Human Services staff coordinate with organizations like the YWCA, Shepherd's Pantry, Catholic Charities, and Helping Hands Senior Foundation. In response to an increase in requests from housed seniors Human Services staff have begun meeting monthly as a “Senior Taskforce” with Glendora Police Department CIT members and a Department of Mental Health Clinician. This group discusses households that may require additional follow-up to learn about resources like: local caregivers, meal delivery, utility assistance, and medical care coordination.

The majority of homeless prevention requests are followed by multiple conversations with Human Services staff to provide resources and referrals. Since November 2025, 11 requests for assistance have been received from households at imminent risk of losing their housing. Many of these households were given resources and information to help them self-resolve, and only 1 of these households that were eligible for assistance were provided financial assistance to prevent loss of shelter. Measure A Problem Solving funds were used to pay for a $2,300.00 security deposit for this household so they could relocate to a more affordable unit after they received a notice to pay-or-quit.

Addressing Community Concerns
The City has continued to respond to homelessness-related community concerns through the balanced approach of maintaining public safety while providing a range of social services and progressive, trauma-informed, rapport building with individuals experiencing housing crises. A Homeless Task Force, comprised of Human Services staff, the newly expanded Glendora Police Department Community Impact Team (CIT), a Department of Mental Health (DMH) clinician and L.A. CADA outreach workers meet monthly to discuss current homeless related concerns. The DMH clinician accompanies a CIT officer each week as part of the Mental Evaluation Team (MET) program, conducting community-based crisis intervention, assessments, and mental health holds, as appropriate. This team responds to all mental health crisis calls regardless of housing status. This multi-disciplinary approach allows staff to understand local homelessness from different perspectives and provide interventions to individuals who may be housed but at-risk of homelessness, those who are currently without shelter, and those who have obtained housing but may need additional support. While the entire Glendora Police Department responds to homelessness related issues throughout the city, the department’s CIT gives particular attention to these areas such as camping on private property, crime, litter, and mediating wildfire risks.

City departments have continued to coordinate to respond to concerns expressed by residents which include encampments near residential communities and public open spaces, trash accumulation, and reports of behavior creating a public disturbance. Since the November 2025 update, there have been three environmental services cleanups at encampments around Lone Hill Ave and in the South Hills. The total cost of this trash, debris, and biohazard material removal and remediation was $25,151.50.

Outreach and Outcomes
The L.A. CADA outreach team continues to be the primary method of providing supportive services to unsheltered residents of Glendora. Their services range from transportation to county facilities to access benefits, coordination of medical, mental health, and substance abuse treatment, employment resource support, referrals to interim housing, and assistance obtaining vital documents.

L.A. CADA provides Human Services staff weekly updates about the type and quantity of services provided, allowing the City to track and respond to changing trends quickly. The graph below shows the trend in the number of total outreach encounters the LA CADA team has had between September 2025 and February 2026 and the number of encounters with new individuals during the same period. During this period there were 658 total encounters, 49 of which were new encounters. A new encounter is an intentional interaction, with an individual not already contacted, to provide or offer services meant to address basic needs and move the individual closer to housing. The majority of encounters are follow-ups with existing clients, however, and the same individual may have multiple services provided in a given week.

Human Services staff utilize GIS data from these encounters as well as outreach requests from the community to direct outreach services to specific areas. Outreach staff have conducted targeted outreach, for example, to the area surrounding Lone Hill Ave and the 210 freeway, to provide a variety of services to individuals who frequent the area. The Glendora PD Community Impact Team has been essential in helping outreach staff access many of these areas and build rapport with individuals who may otherwise remain isolated from the public.

In September 2025 the outreach team began partnering with a multi-disciplinary mobile medical team from East Valley Community Health Center, providing on-site medical and behavioral health services and referrals to their brick and mortar clinics for advanced needs or dental, vision, and prescription services. This team partners with L.A. CADA to provide street-based medicine services bi-weekly.

Since September, 2025, the team has helped 11 individuals obtain interim housing and 2 individuals obtain permanent housing. The team has also facilitated 100 health services and 36 benefits-related services.

A youth, who the outreach team has continued to support since helping them obtain transitional student housing, reached the maximum length of stay in their program and decided they would like to reunite with family out of state. The team helped the youth move out of their housing, confirmed that their family would accept them into a safe and stable home, and purchased the airfare for them to return home. The outreach team transported the youth to the airport and will be in touch as they adjust to their new environment.

Outreach team met an individual who was living in his vehicle while trying to maintain full-time employment.

He became injured during this time and had to restrict his employment. The team engaged him further and found he was eligible for the Azusa Resource Center interim housing program and facilitated a referral that resulted in him receiving an intake. The individual is doing well and returning to employment.

Outreach team received a referral for an individual who appeared to be in altered mental state and was walking in the community without shoes. After some difficulty engaging, the team consulted with Department of Mental Health staff and it was determined that the individual had been under conservatorship and had been missing from their previous housing and was in need of higher level of care. The team assisted the individual in being reconnected to health services and housing.

Outreach team met a woman from Los Angeles who had experienced homelessness for many years and had a history of encounters with multiple service providers. She had been recently released from jail and was interested in shelter. They obtained an intake, and provided transportation, to a transitional housing program in Los Angeles.

Motel Voucher Program
While homeless services staff still have access to motel vouchers through the Human Services budget, since November staff have utilized Measure A funds set aside for this purpose. Motel Vouchers are intended to be utilized as a strategic intervention to assist unsheltered households in progressing toward their housing goals, with the optimal result being a placement in interim or permanent housing. This resource may also be offered to help someone transition into substance abuse treatment or to facilitate linkage to important health services. Since September 2025 Motel vouchers have also been used as a form of crisis housing for unsheltered individuals during severe weather events. The table below shows motel vouchers provided since April 2025 and is inclusive of the city’s Motel Voucher Program and funding from the SGVCOG Housing Solutions Fund grant.

Motel Expenses (Sep
2025 - Feb 2026)
Individuals
Served 7
# of Nights 113
Average Night
Cost $87.14
Total Cost $9,847.24
Motel vouchers have helped to facilitate linkage to interim housing and to provide crisis housing during severe weather. The table below shows how motel vouchers have been utilized to reach these outcomes from September 2025 to February 2026.

Housed with use of Motel Vouchers (Sep 2025 -Feb
2026)
Permanent
Housing
Interim
Housing
Substance
Use
Treatment
Total Housed 2 11 0
Housed with use
of Motel Voucher 0 2 0
Community Engagement/Partnerships
The City has continued to provide services to residents by partnering closely with local organizations, churches, and individuals. Staff continue to attend ongoing monthly care coordination meetings held by Service Provider Area (SPA) 3 lead homeless service providers, Union Station Homeless Services (USHS) and Sycamores Child & Family Services, to discuss updates to Coordinated Entry System (CES) resources and programs available to the adult, family, and youth populations. Staff continue to receive meal gift cards donated from community members which are used to support unsheltered individuals and build rapport when staff are attempting first encounters.

Clients are transported by staff to Shepherd's Pantry where they can receive food and clothing assistance monthly.

Staff continue to work with Glenkirk Church which provides shower and hygiene services to individuals experiencing homelessness weekly. In November 2025 and January 2026 Human Services staff coordinated a Homeless Resource Event with vendors that included the East Valley Community Health Center mobile medical team, America’s Job Center of California, Department of Public Social Services, LA CADA outreach, Glendora Police Department’s Community Impact Team, and Glenkirk Church which distributed food and clothing to participants.

By strengthening community partnerships, the City has expanded services and provided new opportunities to engage with individuals experiencing homelessness. In November 2025, First Christian Church of Glendora prepared warm Thanksgiving meals and Glenkirk Church donated produce and dried goods for distribution to individuals around the City of Glendora. The LA CADA outreach team and Human Services staff delivered these meals to 24 unsheltered individuals and 2 housed families who had been at-risk of homelessness.

Residents and community members may submit outreach referrals or community concerns through the City’s Homeless Hotline by phone or email at:

Homeless Hotline: (626) 852-5200
[email protected]

FISCAL IMPACT
None

ENVIRONMENTAL DETERMINATION
There are no CEQA impacts associated with the recommendations in this report.

Prepared By: Erik Deurmeier, Human Services Supervisor
Concurs With: Not Applicable
Reviewed By: Annie Warner, Interim Director Recreation & Human Services Certified to Availability of Funds: Kyle Johnson, Finance Director Approved By: Adam Raymond, City Manager
Legal Review: Danny Aleshire, City Attorney
CEQA Review: Not Applicable
Attachments
A_Homeless_Update_Staff_Report_092325.pdf
B_Homeless_Update_Presentation_032426.pdf

STAFF REPORT
TO: Mayor and Council Members DATE: September 23, 2025
FROM: Recreation and Human Services DISTRICT(S): Citywide SUBJECT: Update on Addressing Homelessness

RECOMMENDATION
That the City Council:

1. Receive an update on services provided and efforts undertaken to assist individuals experiencing homelessness in the City.

STRATEGIC FOCUS AREAS
Goal 6: Implement Strategic Homelessness Solutions (ISHS)

LEGISLATIVE HISTORY / PREVIOUS ACTIONS
On March 25, 2025, the City Council received an update on the efforts undertaken to address homelessness in Glendora since September 2024. The City Council awarded a Professional Services Agreement to the Los Angeles Centers for Alcohol and Drug Abuse (L.A. CADA) in the amount of $262,500 a year for a two-year term for homeless services and temporary housing, with one optional one-year extension, for a not to exceed amount of $525,000.

On July 8, 2025, the City Council approved an exclusive rights to negotiate agreement with Mercy Housing, regarding development of property at 1762 Dale Road, to negotiate the terms of “Conveyance Documents” which will outline the specific terms of the development, including the number of affordable housing units, the income levels to be served, and the timeline for construction.

DISCUSSION
Homeless Count
The Greater Los Angeles Homeless Count is coordinated by the Los Angeles Homeless Services Authority (LAHSA) each year and executed by thousands of volunteers including City and County staff, homeless service providers, and community members. The Count fulfills the mandate of the United States Department of Housing and Urban Development (HUD) to take an inventory of individuals who are sheltered and unsheltered within a Continuum of Care (CoC). This data helps the government and service providers analyze trends and shifts in homelessness and respond with the appropriate resources. The 2025 count was held in Glendora on February 19th, and implemented by Human Services and LAHSA staff at the La Fetra Center. City Council members and Community Services Commissioners participated along with residents, county staff, and the Glendora Police Department.

The results of the PIT Count were evaluated by a team of researchers from the University of Southern California Suzanne Dworak-Peck School of Social Work, LAHSA and HUD, and were made available this summer. Multipliers were applied to the raw data collected the night of the count to account for variations in household size for observed dwellings such as vehicles and tents, where the number of individuals inside may be difficult to determine. The research team maintains that this provides the most statistically accurate view of homelessness at the Service Provider Area (SPA) level. Results indicate that unsheltered homelessness is declining county-wide by 4%, chronic homelessness is declining, and more people are accessing shelters. Results have also highlighted that throughout LA County, permanent housing placements have increased.

The City of Glendora's raw, or unadjusted, data help track trends at the local level. During the City's 2025 Count, 23 individuals were observed unsheltered, a 62% decrease since the previous year's tally (61 individuals). Likewise, 26 dwellings were counted this year, a 49% decrease since last year (51 dwellings). In SPA 3, there was a 2.98% decrease in the unsheltered count and a 7.79 % decrease in vehicle or improvised dwelling homelessness.

Greater Los Angeles Homeless Count Raw Data
Region Sheltered Unsheltered Dwellings
2024
Glendora 0 61 51
SPA 3 357 1,275 1,156
Los Angeles County 13,098 11,717 21,288
2025
Glendora 0 23 26
SPA 3 496 1,237 1,066
Los Angeles County 15,522 10,483 18,616
The City of Glendora will conduct its own detailed homeless count and survey with contractor, CityNet, on September 23rd and 25th, 2025. Funds have already been allocated for this expense through the Human Services Division budget. CityNet, the Glendora Police Department, L.A. CADA and Human Services staff will conduct this count and survey during the day and again in the evening to gather important data to better understand homelessness within the City. A detailed analysis of the count and survey results will be provided to the City and presented to the City Council by staff.

Funding And Homeless System Changes
In fiscal year 2024-2025, the City received a $50,000 Measure H grant from the San Gabriel Valley Council of Governments (SGVCOG) Housing Solutions Fund to supplement the City's own outreach and homelessness prevention programs. In the previous fiscal year, 2023-2024, the City had also received a grant award of $50,000. $21,397.17 remained unspent at the end of FY 2023-2024 so that balance was rolled-over into FY 2024-2025. The City was given an extension to spend down these grant funds by August 31, 2025 and staff spent $91,266.59 of this Measure H funding by this date.

Since the March City Council homeless update, the City spent $26,912.71 from this Measure H grant. One household was provided $1,655.89 in rental arrears to prevent an eviction and a gas card to offset employment transportation costs for the single parent. Another household was assisted with vehicle repairs so he could return to work and increase his income for his housing search. Motel vouchers were the most frequent expense and 14 unique individuals were provided a motel voucher with these funds, for a total of 306 nights. A youth was provided a motel stay while they waited for transitional housing to become available. They maintained employment, graduated from school, and are now stably housed through Sycamores' program and receiving ongoing case management support. A single-parent family was provided a motel voucher to facilitate a shelter placement and another unsheltered pregnant mother and partner were provided a voucher until their child was born. Two individuals fleeing domestic violence were provided a motel to facilitate shelter referrals and placement.

Housing Solutions Fund Expenses (Apr 2025 - Aug 2025)
Expense Category Households
Served Amount
Host Family Assistance 0 $0.00
Deposit/Rent Assistance 0 $0.00
Move-in Assistance (Furniture) 0 $0.00
Rental Arrears 1 $1,655.89
Motel Vouchers 10 $24,668.64
Miscellaneous 2 $588.18
Total Spent: $26,912.71
The table below highlights total expenses made from the Housing Solutions Fund grant between 2023 and 2025.

Total Housing Solutions Fund Expenses (2023-2025)
Expense Category Households Served Amount
Host Family Assistance 2 $800.00
Deposit/Rent Assistance 9 $15,078.09
Move-in Assistance (Furniture) 7 $5,160.15
Rental Arrears 7 $10,704.84
Motel Vouchers 44 $57,336.38
Miscellaneous 13 $2,187.13
Total Spent: $91,266.59
On April 1, 2025, the Los Angeles County Measure A sales tax went into affect, repealing and replacing Measure H.

This sales tax will fund affordable housing, mental health and addiction treatment, and services to children, families, veterans, domestic violence survivors, seniors, and disabled people experiencing homelessness. 60% of the funds raised with this tax will be allocated to comprehensive homelessness services through the Local Solutions Fund. Eligible uses of these funds include 1) Homelessness Prevention, Permanent Housing for People Experiencing Homelessness, Interim Housing, and services to expedite permanent housing placement; 2) Enhanced Interim Housing, such as recuperative care, Mental Health and Substance Abuse Services, and Case Management and Outreach Services; 3) Construction of new Affordable Housing, Preservation of Affordable Housing, Homelessness Prevention, and Technical Assistance related to Affordable Housing and Land Use.

The City of Glendora is eligible to receive $180,536 from this Local Solutions Fund and staff have submitted an application and proposed spending plan to the SGVCOG to receive these funds. Human Services staff requested that the following programs and services be funded with this Measure A revenue: homelessness prevention, movein assistance, time-limited rental subsidies, motel vouchers, landlord incentives, problem solving, reunification support, and case management and outreach services.

Revenue from the Measure A sales tax will be shared between LA County, councils of governments like the SGVCOG, the Los Angeles County Development Authority, cities, and the LA County Affordable Housing Solutions Agency (LACAHSA). 33.75% of Measure A funds will be allocated to LACAHSA, the new county agency created to 'fund, build and protect' affordable housing in LA County and will be funded with a mix of sources but primarily with Measure A funds. The City of Glendora will also be able to request Measure A funding from LACAHSA in addition to the Local Solutions Fund and staff will pursue these funding opportunities as they are available.

In addition to the creation of LACAHSA, in April 2025, the LA County Board of Supervisors voted to defund the Los Angeles Homeless Services Authority (LAHSA), shifting over $300,000,000 to the creation of a new county homeless services department. In July, 2025, the Board of Supervisors named this entity the LA County Department of Homeless Services and Housing (DHSH) and appointed its first Director, Sarah Mahin. The County is in the first phase of the department implementation which brings together the LA County CEO's Homeless Initiative and the Department of Health Service's Housing for Health team. The Housing for Health model is anticipated to be the model of the new Department's service delivery, providing a continuum of services from street outreach to permanent housing with a historical focus on health services.

The DHSH is expected to oversee coordination of LA County outreach services, interim and permanent housing programs, benefits assistance, homeless prevention and system coordination. It will also oversee clinical services to people experiencing homelessness, data & analytics, community engagement and external affairs related to policy, homelessness governance, and municipal relations. County leadership aims to officially establish DHSH by January 1, 2026. The County CEO's office expects that by July 1, 2026, full integration of County-funded programs and services administered by LAHSA will be complete. The County is soliciting public feedback on the details of this implementation and Measure A spending recommendations on how to address homelessness. Human Services Manager, Debbie Lopez, will attend a two-day workshop on October 22-23rd to participate in this process.

Preventing Homelessness
The Human Services Division has continued to provide preventative supportive services to residents who are at risk of losing their housing. These services require close coordination between City staff and social service organizations like the YWCA, Shepherd's Pantry, Catholic Charities, and Helping Hands Senior Foundation.

Human Services staff at the La Fetra Center have noted an increase in requests from housed seniors in need of social services related to caregiving, meal delivery, utility assistance, and medical care coordination. Staff have helped families with minors connect to services ranging from rental assistance, shelter, employment, and legal aide. The majority of homeless prevention requests are followed by multiple conversations with Human Services staff to provide resources and referrals. Since April 2025, 18 requests for assistance have been received from households at imminent risk of unsheltered homelessness. Many of these households were given resources and information to help them self-resolve, and only 1 of these households (that were eligible for assistance) were provided financial assistance to prevent loss of shelter. This household received support with $1655.89 in rental arrears and a gas gift card to help the head of household save money on their employment commute. 8 households were either ineligible for assistance or self-resolved after resources were provided by staff.

Of the total households requesting homelessness prevention assistance and social service support since April, 2025, 67% were seniors. To best respond to this growing need Human Services staff have consulted with YWCA case management, who provides weekly on-site services to seniors at the La Fetra Center, and a DMH clinician who partners with the Glendora Police Department Mental Evaluation Team (MET). This group will begin meeting monthly to discuss the community's changing needs, available resources, and to facilitate referrals to appropriate services.

Addressing Community Concerns
The City has continued to respond to homelessness-related community concerns through the balanced approach of maintaining public safety while providing a range of social services and progressive, trauma-informed, rapport building with individuals experiencing housing crises. A Homeless Task Force, comprised of Human Services staff, Glendora Police Department Community Impact Team (CIT) members, a Department of Mental Health (DMH) clinician and L.A. CADA outreach workers meet monthly to discuss current homeless related concerns. The DMH clinician accompanies a CIT officer each week as part of the Mental Evaluation Team (MET) program, conducting community-based crisis intervention, assessments, and mental health holds, as appropriate. This team responds to all mental health crisis calls regardless of housing status. This multi-disciplinary approach allows staff to understand local homelessness from different perspectives and provide interventions to individuals who may be housed but at-risk of homelessness, those who are currently without shelter, and those who have obtained housing but may need additional support. While the entire Glendora Police Department responds to homelessness related issues throughout the city, the department’s CIT gives particular attention to these areas such as camping on private property, crime, litter, and mediating wildfire risks. The CIT is expanding by adding two additional members this month.

City departments have continued to coordinate with each other to respond to concerns expressed by residents which include encampments near residential communities and public open spaces, trash accumulation, and reports of behavior creating a public disturbance. Since the March 2025 update, there was one environmental services cleanup at multiple sites throughout the city. The total cost of this trash, debris, and biohazard material removal and remediation was $10,000.

Outreach and Outcomes
The L.A. CADA outreach team is the primary method of providing supportive services to unsheltered residents of Glendora. Their full-time presence in the community allows them to build relationships with chronically unsheltered individuals and facilitate appointments to obtain documentation, access healthcare, and connect with employment and other benefits. This team provides comprehensive support that works to address common barriers to housing, including lack of transportation, low and fixed incomes, lack of community support and advocacy to navigate heavily bureaucratic systems.

L.A. CADA documents client progress and provides weekly updates to City staff about the type and quantity of services provided, allowing the City to track and respond to changing trends quickly. The graph below shows the trend in the number of total outreach encounters the LA CADA team has had between April 2025 and August 2025 and the number of encounters with new individuals during the same period. During this period there were 637 total encounters, 46 of which were new encounters. A new encounter is an intentional interaction, with an individual not already contacted, to provide or offer services meant to address basic needs and move the individual closer to housing. The majority of encounters are follow-ups with existing clients, however, and the same individual may have multiple services provided in a given week.

Human Services staff utilize GIS outreach data to target areas of higher concentrations of homelessness. Outreach staff, for example, are currently making consistent efforts to engage with unsheltered individuals weekly along Lone Hill Avenue and the 210 Freeway. Due to limited public access around these areas there is less visibility to the public and individuals may not be engaged as frequently with outreach services. The Glendora PD Community Impact Team has been essential in helping outreach staff access these areas and build rapport with individuals who may otherwise remain isolated from the public. Since April, 2025, the team has helped 7 households (9 individuals) obtain interim housing. The team has also facilitated 39 health services and 58 benefits-related services.

The outreach team supported a high school student through their senior year and graduation with a motel voucher, food assistance, and employment resources. The youth was linked to a transitional housing program through the Coordinated Entry System and has confirmed that they are doing well and receiving ongoing case management support through their housing program.

The outreach team has also continued to support another youth who had graduated from high school while experiencing homelessness last year. Staff have provided ongoing assistance since then with their education and employment goals.

Another unsheltered individual who had stayed in the South Hills recreation area worked with outreach staff for months to transfer their benefits into Los Angeles County to ensure his eligibility for a Medi-Cal funded interim housing program. He has remained in contact with staff since his June placement and confirmed he has enrolled in a trade school, is actively pursuing employment, and is linked to behavioral health services.

Outreach staff assisted a mother and adult son who were living in their vehicle as they attempted to access housing and health services. The son was linked to substance abuse services and staff supported him as he navigated residential treatment and planned his next steps.

Two individuals have been matched to permanent supportive housing vouchers and staff have assisted both with navigating the application and eligibility process. Outreach staff helped one of these individuals move into their unit this month with support from the City to purchase household essentials and furniture Motel Voucher Program
The City’s motel voucher funding continues to be utilized as a strategic intervention to assist unsheltered households in progressing toward their housing goals. This resource may be offered to help someone transition into substance abuse treatment, interim housing, permanent housing, or to facilitate linkage to important health services. Motel vouchers have also been used as a form of crisis housing for unsheltered individuals during severe weather events. The table below shows motel vouchers provided since April 2025 and is inclusive of the city’s Motel Voucher Program and funding from the SGVCOG Housing Solutions Fund grant.

Motel Expenses (Apr 2025-Jul 2025)
Individuals Served 14
# of Nights 323
Average Night Cost $81.37
Total Cost $26,283.64
Motel vouchers have helped to facilitate linkage to shelter, substance abuse treatment and permanent housing.

The table below shows how motel vouchers have been utilized to reach these outcomes since the last City Council update.

Housed with Use of Motel Vouchers (Apr 2025-Aug 2025)
Permanent
Housing
Interim
Housing
Substance Use
Treatment
Total Housed 0 9 1
Housed with Use of Motel Voucher 0 5 0
Community Engagement/Partnerships
The City has continued to provide services to residents by partnering closely with local organizations, churches, and individuals. Staff have received donated gift cards from community members that are used to support unsheltered individuals and build rapport when staff are attempting first encounters. Clients are transported by staff to Shepherd's Pantry where they can receive food and clothing assistance monthly. Staff have also coordinated closely with Glenkirk Church who has provided space for individuals to shower and receive hygiene supplies.

Through this relationship, individuals that are working with the homeless services team confirm appointments each week to receive a shower, are transported to Glenkirk Church by outreach staff, and transported off the property after which the outreach team regularly schedules follow-up appointments.

Human Services staff at the La Fetra Center receive referrals for outreach or rental assistance from walk-in visitors or calls from City Hall, the Glendora Library, or Glendora Police Department. In addition to word-of-mouth referrals for assistance, the seasonal Glendora Report, the City’s Homelessness and Community Outreach website, and social media remain avenues for community members to learn how to contact homeless services staff to receive support. Through phone (626-852-5200) or email ([email protected]), homeless services staff receive referrals for assistance, concerns about encampments, and questions about how to volunteer and give back to the community.

Staff engaged with the community and City events like the Earth Day Festival and National Night Out events at Finkbiner Park. Human Services staff continue to attend ongoing monthly care coordination meetings held by Service Provider Area (SPA) 3 lead homeless service providers, Union Station Homeless Services (USHS) and Sycamores Child & Family Services, to discuss updates to Coordinated Entry System (CES) resources and programs available to the adult, family, and youth populations. Staff coordinate with public, private, and nonprofit partners including Citrus College, Glendora Unified School District, Glendora Ministerial Association, multiple Los Angeles County Departments (Health Services, Mental Health, Public Social Services), Foothill Family Services, Foothill Unity Center, LAHSA, USHS, Veteran Administration, Volunteers of America, and the YWCA, among others.

FISCAL IMPACT
There is no fiscal impact associated with the recommended actions.

ENVIRONMENTAL DETERMINATION
There are no CEQA impacts associated with the recommendations in this report.

Prepared by Erik Deurmeier, Human Services Supervisor
Concurred By Not Applicable
Reviewed by John Aguirre, Recreation and Human Services Director Certified to Availability of Funds Kyle Johnson, Finance Director/City Treasurer Approved by Adam Raymond, City Manager
Legal Review Danny Aleshire, City Attorney
CEQA Review Not Applicable
ATTACHMENTS:

A. Homeless Update Staff Report 03-25-2025
B. Greater LA Homeless Count Results 2025
C. Homeless Update Presentation 09-23-2025
Attachments
A_Homeless_Update_Staff_Report_03-25-25.pdf
B_Greater_LA_Homeless_Count_Results_2025.pdf
C_Homeless_Update_Presentation_09-23-2025.pdf
UPDATE: ADDRESSING HOMELESSNESS

IN GLENDORA

RECREATION AND HUMAN SERVICES DEPARTMENT

CITY COUNCIL MEETING
MARCH 24, 2026

ERIK DEURMEIER, HUMAN SERVICES SUPERVISOR

HOMELESS COUNT
| 2

GREATER LOS ANGELES POINT IN TIME COUNT
• HUD REQUIREMENT
• RECENTLY HELD JANUARY 21, 2026
• HOSTED AT THE LA FETRA CENTER
• STRONG VOLUNTEER TURNOUT:
• 35 Volunteers: City staff & Residents
• RESULTS EXPECTED THIS SUMMER

MEASURE A FUNDING

LOCAL SOLUTIONS FUND (LSF)
• 60% OF COUNTY MEASURE A FUNDS ARE DIRECTED TO THE LSF • AWARD FORMULA BASED ON MULTI-YEAR AVERAGE PIT COUNT DATA | 3
Glendora Measure A Grant Funds (2025-2026)
Expense Category Project Amount
Interim Housing/Motel Vouchers $20,000
Move-in Assistance $10,000
Landlord Incentives $5,000
Flexible Rental Subsidies $39,536
Problem Solving $6,000
Case Management/Outreach Services $88,000
Admin Costs for Case Management $12,000
Total Funds Available $180,536

MEASURE A FUNDING

EXPENSES TO DATE
| 4
Glendora Measure A Expenses(2025-2026)
Expense Category Amount Spent
Interim Housing/Motel Vouchers $5,996.94
Move-in Assistance $520.40
Landlord Incentives $0.00
Flexible Rental Subsidies $0.00
Problem Solving $2,300.00
Case Management/Outreach Services $58,593.75
Admin Costs for Case Management $7,031.25
Total Funds Spent $74,442.34

ONGOING EFFORTS

OUTREACH AND ENGAGEMENT
• CONTINUING COORDINATION BETWEEN HUMAN SERVICES DIVISION, L.A.

CADA AND GLENDORA POLICE DEPARTMENT
• SUCCESSES SINCE SEPTEMBER 2025
• 2 individuals into permanent housing
• 11 individuals into interim housing
• OUTREACH ENCOUNTERS SINCE SEPTEMBER 2025
• 49 new interactions
• 658 total outreach encounters
| 5

OUTREACH ENCOUNTERS
| 6
0 5
10 15
20 25
30 35
40 45
9/5/2025 10/5/2025 11/5/2025 12/5/2025 1/5/2026 2/5/2026 Number of Encounters Per Week
Week of Outreach Encounter
Total Encounters New Encounters

ONGOING EFFORTS

MOTEL VOUCHERS
• TO TRANSITION CLIENTS INTO HOUSING
• 2 of 11 individuals received a motel prior to interim housing intake • AS CRISIS HOUSING DURING SEVERE WEATHER EVENTS
• TO FACILITATE LINKAGE TO IMPORTANT HEALTH OR HOUSING APPOINTMENTS *Includes Glendora Motel Voucher Program and Measure A Interim Housing funds | 7
Motel Expenses (Sep 2025-Feb 2026)
Individuals Served Room Nights Total Amount
7 113 $9,847.24
Average Night Cost $87.14

ONGOING EFFORTS

HOMELESSNESS PREVENTION ASSISTANCE
• 18% OF REQUESTS FROM SENIORS
• 45% OF REQUESTS FROM FAMILIES
• SERVICES PROVIDED:
• Referrals to legal aide
• Referrals to home-based medical services
• Referrals for utility assistance
• Landlord engagement
• Rental assistance for 1 household
| 8
75%
17%
8%

HOUSEHOLDS REQUESTING

PREVENTION ASSISTANCE
Self Resolved or Ineligible
Ongoing Support
Received Financial Assistance

ADDRESSING COMMUNITY CONCERNS

BALANCED OUTREACH AND ENFORCEMENT APPROACH
• GLENDORA POLICE DEPARTMENT COMMUNITY IMPACT

TEAM (CIT)
• Expanded CIT: 3 Officers and 1 Sergeant.
• CIT engages with community members and business
owners, addresses community concerns, and tracks
data on crime-related homeless activity
• Coordinated outreach between LA CADA, Human
Services and Glendora PD balances delivery of services
to those in need with maintaining public health and
safety
• 3 encampment clean-ups since November 2025 at cost
of $25,151.50.
| 9

COMMUNITY PARTNERSHIPS

CONTINUED CROSS-SECTOR COLLABORATION
• SHEPHERD’S PANTRY
• GLENDORA UNIFIED SCHOOL DISTRICT
• YWCA
• La Fetra Center Case Management
• DEPARTMENT OF MENTAL HEALTH
• Referrals and Assessments through GPD CIT
• Coordination with providers from local clinics
• EAST VALLEY COMMUNITY HEALTH CENTER
• Mobile medical services, behavioral health, dental and vision • Outreaches with City staff 2x/month
| 10

COMMUNITY PARTNERSHIPS

GLENKIRK CHURCH
• WEEKLY SHOWER AND HYGIENE SERVICES, FOOD DONATIONS

FIRST CHRISTIAN CHURCH OF GLENDORA
• THANKSGIVING MEAL DISTRIBUTION
| 11

COMMUNITY PARTNERSHIPS

THANKSGIVING MEAL DISTRIBUTION
| 12

COMMUNITY PARTNERSHIPS
| 13

LEVERAGING PARTNERSHIPS TO EXPAND SERVICES
• MOBILE MEDICAL SERVICES
• HOMELESS RESOURCE EVENT: NOVEMBER 2025, JANUARY 2026

SUCCESS STORIES
• A youth was provided airfare and transportation to the airport to secure permanent housing with family out of state. Outreach had been providing support since 2024 and she was unable to remain in her transitional housing program. Family facilitated contact with their family and confirmed a safe, stable living situation would be available. • Outreach team met an individual who was living in his vehicle while trying to maintain employment. He became injured during this time and had to restrict his employment. The team engaged him further and found he was eligible for the Azusa Resource Center interim housing program and facilitated a referral that resulted in him receiving an intake. • Outreach team received a referral for an individual who appeared to be in altered mental state.

After difficulty engaging, the team consulted with Department of Mental Health determined that the individual had been under conservatorship and missing from their previous housing, and in urgent need of medical care. Emergency services were contacted and the individual was provided medical care and will be reconnected to their housing. | 14

RECOMMENDATIONS
THAT THE CITY COUNCIL:
1) Receive an update on services provided and efforts undertaken to assist individuals experiencing homelessness in the City;
| 15

STAFF REPORT
TO: Mayor and Council Members DATE: March 24, 2026
FROM: Community Development DISTRICT(S): Citywide
SUBJECT: Consideration of Proposed Funding Recommendations for the FY 2026-27 Community Development Block Grant (CDBG) Funds

RECOMMENDATION
That the City Council
Open and conduct a Public Hearing, accept evidence and testimony presented, close the hearing and in the absence of evidence and testimony to the contrary, consider the following:

1. Review and accept the proposed funding recommendations for the FY 2026-2027 One-Year Action Plan; and

2. Commence the required 30-day public comment period for the FY 2026-2027 Plan.

STRATEGIC FOCUS AREAS
Goal 1 - Suburban Living
Goal 4 - Sustainable Infrastructure

EXECUTIVE SUMMARY
The Community Development Block Grant (CDBG) entitlement program allocates annual grants to larger cities and urban counties to develop viable communities by providing decent housing, a suitable living environment, and opportunities to expand economic opportunities, principally for low-and moderate-income persons. The U.S.

Department of Housing and Urban Development (HUD) administers this program and determines the amount of each jurisdiction’s grant by using a formula comprised of several measures of community need, including the extent of poverty, population, housing overcrowding, age of housing, and population growth lag in relationship to other metropolitan areas.

The City of Glendora annually receives a CDBG entitlement allocation and is therefore required to apply for funding directly to HUD by way of submitting an Annual Action Plan. The Annual Action Plan provides information on the projects and activities that are proposed to be carried forward with the allocated funding. At this time, HUD has not yet released CDBG funding allocations for the FY 2026-2027, however, the City must meet certain statutory deadlines in submitting its annual Action Plan while allowing for a 30 day citizen participation period. As such staff is estimating an allocation of $296,115 based on last year’s allocation. In addition to the annual allocation, the City also has $30,426.70 in prior year unallocated funds and $50,000 in program income to use for FY 2026-2027 activities. Combined with the anticipated entitlement allocation, a total of $376,541.70 is expected to be available in FY 2026-2027.

This first required Public Hearing identifies the projects and activities for which the FY 2026-2027 entitlement funding will be allocated. The draft FY 2026-2027 Annual Action Plan will be available for public review for a 30- day period allowing for citizen participation from April 9, 2026, through May 12, 2026. A second Public Hearing will be held on May 12, 2026, to approve submittal of the Annual Action Plan to HUD.

LEGISLATIVE HISTORY / PREVIOUS ACTIONS
The CDBG Program is authorized under Title I of the Housing and Community Development Act of 1974.

At the May 9, 2023, City Council Meeting, the City Council approved the current CDBG Five-Year 2023-2028 Consolidated Plan, which included the FY 2026-2027 Annual Action Plan.

DISCUSSION
Every five years, the CDBG program requires the City to adopt a "Consolidated Plan," which establishes the goals of the City’s CDBG program. The established goals are required to meet one of three CDBG National Objectives:

1. Provide a benefit to low and moderate income persons;

2. Eliminate slum and blight;

3. Meet an urgent community need.

During the development of the 2023-2028 Consolidated Plan, which outlines the basis for establishing objectives and outcomes in the Strategic Plan and five (5) subsequent Annual Action Plans, the following priority needs, and objectives were established:

1. Infrastructure and Public Facilities: Improve and expand infrastructure and public facilities that benefit lowand moderate-income neighborhoods and residents.

2. Economic and Human Development: Provide for the economic development needs of low- and moderateincome persons and neighborhood target areas.

3. Public Services: Provide supportive services for the City’s low- and moderate- income residents and persons with special needs.

4. Fair Housing: Promote fair and equal housing choice for all persons.

5. Administration and Planning: Provide for administration and planning activities to carry out actions that address identified needs in the Consolidated Plan.

These established Priority Needs form the basis for allocating CDBG investments geographically within the City during the 2023-2028 five-year period and are a result of various community outreach efforts and consultation meetings developed under the Citizen Participation process.

Only eligible activities that received a high priority level in the 2023-2028 Consolidated Plan will be funded during the five-year period.
2026 – 2027 Annual Action Plan
The Annual Action Plan is part of the Five-Year Consolidated Plan and serves as the City’s application for funding from HUD. Each year, the City is required to develop and adopt an Annual Action Plan which outlines the specific uses proposed for the use of CDBG funds. HUD has not yet released the funding allocations for the 2026-2027 CDBG program, therefore the draft report will be prepared with an estimated $376,541.70 CDBG allocation for program year 2026-2027 that is based on last year’s allocation. The Annual Plan will be updated once HUD issues the actual allocation to reflect 20% of the allocated amount towards administration and fair housing, and 80% of the allocated amount towards infrastructure. In addition to the $296,115 of CDBG funds expected in FY 2026-2027, the City also has $30,426.70 in prior year unallocated funds and $50,000 in Program Income to use for FY 2026- 2027 activities for a total amount of $376,541.70 expected to be available in FY 2026-2027.

CDBG 2026-2027 Entitlement
Allocation (Estimate) $296,115.00
Prior Year Unallocated Funds $30,426.70
Available Program Income $50,000.00
TOTAL: $376,541.70
This funding may be allocated to the following types of eligible projects:

1. Acquisition by purchase, long-term lease, and donation of real property for an eligible public purpose.

2. Disposition of real property acquired under the CDBG Program.

3. Construction and rehabilitation of certain publicly owned facilities, such as (a) senior citizen centers; (b) parks and playgrounds; (c) community centers; (d) fire protection facilities and equipment; (e) sidewalks and street improvements; (f) water and sewer systems.

4. Rehabilitation of publicly and privately owned housing for low-and moderate- income households.

5. Public services that are new or expanding and directed toward meeting employment, crime prevention, childcare, drug abuse prevention, homeless assistance, or other community service needs.

6. Removal of architectural barriers that restricts the mobility and accessibility of elderly or handicapped persons to publicly owned and privately owned buildings, facilities, and improvements.

7. Special economic development activities that provide grants, loan guarantees, and other forms of necessary or appropriate support to private “for-profit” businesses to provide increasing employment opportunities and other public benefit.

While funding amounts are somewhat flexible, there are statutory limitations that restrict the amount of funding for Planning and Administration costs to not more than 20 percent of the annual grant allocation and limit public services to 15 percent of the annual grant allocation.

Proposed Funding Recommendations
The City issued a Notice of Funding Availability (NOFA) to solicit applications from eligible local nonprofit organizations and City Departments for FY 2026-2027 Community Development Block Grant (CDBG) funding.

Proposed activities must meet CDBG eligibility requirements and a national objective, with an emphasis on benefiting low- and moderate- income residents of the City. Notice of the NOFA and the application process was published on December 18 and December 25, 2025.

The City received two applications for 2026-2027 CDBG funding: one from the Housing Rights Center and one from the Public Works Department. Staff is required to prioritize funding based on the Five-Year Consolidated Plan (2023-2028) and verify those projects meet a CDBG National Objective. Based on the limited number of resources available to the City, statutory restrictions, and the Priority Needs established, staff recommendations for the program year 2026-2027 CDBG One-Year Annual Action Plan are as follows:

ACTIVITY PROJECT Amount (Estimated) Entitlement Allocation Percentage (Actual)
General CDBG Administration $39,223.00
Fair Housing $20,000.00
Administration and Fair Housing SubTotal $59,223.00 20% 2026-2027 Street
Improvement/Accessibility Project
Infrastructure Sub-Total $317,318.70 80%
TOTAL CDBG BUDGET FOR FY 2026-
2027
$376,541.70 100%
The CDBG annual allocation dedicated to planning and administration activities for the upcoming year will be 20%.

The allocation for planning and administration is not subject to the requirement of benefiting low- and moderateincome persons. General CDBG Administration accounts for a consultant and staff time needed to administer the program, comply with grant requirements, and encompasses the allocation amount to the Housing Rights Center for fair housing services.

The Housing Rights Center utilizes CDBG funding to provide comprehensive fair housing services programming for the City of Glendora. Their services include five core programs (1) fair housing counseling; (2) mediation; (3) discrimination complaint investigation; (4) outreach and education; and (5) fair housing legal services. It is estimated the Housing Rights Center will assist approximately 60 people with counseling and approximately 1,200 Glendora residents with outreach and education.

The Public Works Department identifies street improvement projects in low-income census tract areas and prioritizes needs for at least one project per year. The recommended project for 2026-2027 will rehabilitate the deteriorating pavement between Grand Avenue and Glendora Avenue in east-west direction and between Gladstone Street and Dawson Avenue in north-south direction. The project area will include street segments of Ghent Street, Gaillard Street, Reynold Way, Westridge Avenue, and Shadyglen Drive. Work will replace damaged curb, gutter, sidewalk, and curb ramps to provide a safe and accessible path of travel for Glendora residents. The work will be completed within Census Tract 4039.02, Block 1. Approximately 1,260 residents will be served, of which 725 residents are low- and moderate- income.

Draft Documents for Public Review
The Annual Action Plan for FY 2026-2027 will be available for a 30-day public review at the offices of the City Clerk and Community Development Department, both located at 116 E. Foothill Blvd., Glendora CA 91741, Monday through Friday, between 8:00 a.m. and 5:00 p.m., beginning April 9, 2026, and ending May 12, 2026.

The second and final Public Hearing for the One Year Action Plan for FY 2026-2027 will be considered by the Glendora City Council on May 12, 2026, and upon approval will be submitted to the U.S. Department of Housing and Urban Development thereafter. A final copy will be made available at the City Clerk and Community Development Departments immediately thereafter.

FISCAL IMPACT
This is the initial proposal for funding recommendations for the FY 2026-2027. It is being submitted for City Council review and approval to comply with HUD annual CDBG grant citizen participation requirements. There is no fiscal impact with this report.

ENVIRONMENTAL DETERMINATION
There are no CEQA impacts associated with the recommendations in this report.

Prepared By: Tiffany Chew, Economic Development and Housing Manager Concurs With: Not Applicable
Reviewed By: Jeff Kugel, Community Development Director Certified to Availability of Funds: Kyle Johnson, Finance Director/City Treasurer Approved By: Adam Raymond, City Manager
Legal Review: Danny Aleshire, City Attorney
CEQA Review: Not Applicable
Attachments
A_Notice_of_Public_Hearing.pdf
B_Power_Point.pdf

NOTICE OF PUBLIC HEARING
Glendora City Council
_____________________________________________
NOTICE IS HEREBY GIVEN that the Glendora City Council will hold a public hearing in the City Council Chamber of City Hall, 116 E. Foothill Boulevard, Glendora, California, on Tuesday, March 24, 2026, at 7:00 p.m. to receive and consider proposed funding recommendations for the Fiscal Year (FY) 2026-2027 Community Development Block Grant (CDBG) funds which are received from the Department of Housing and Urban Development (HUD). Any persons interested in this matter is invited to attend and provide comments.

NOTICE IS HEREBY GIVEN that the Glendora City Council will hold a public hearing on Tuesday, May 12, 2026, at 7:00 p.m. to consider adoption of the draft FY 2026-2027 Annual Action Plan (AAP). The draft FY 2026-2027 AAP will be available for 30-day public comment from April 9, 2026 until the beginning of the City Council meeting public hearing held on May 12, 2026. Any persons interested in this matter is invited to attend and provide comments.

PUBLIC HEARING MEETING LOCATION
The public hearings above will be held in the City Council chambers at 116 E. Foothill Boulevard, Glendora, California. In compliance with the American with Disabilities Act, if you need special assistance to participate in the meeting, please contact the City of Glendora’s City Clerk’s Office at (626) 914-8210. Notification 48 hours prior to the March 24, 2026 City Council meeting will enable the City to make reasonable arrangements to ensure accessibility to the meeting.

BACKGROUND
Every five years, HUD requires that the City adopt a "Consolidated Plan," which establishes the goals and objectives of the City’s CDBG program. Each year, the City is required to develop and adopt an AAP which outlines the specific uses proposed for the use of CDBG funds. During the development of this 2023-2028 Consolidated Plan, the following priority needs and objectives were established:

1. Infrastructure and Public Facilities: Improve and expand infrastructure and public facilities that benefit low- and moderate-income neighborhoods and residents.

2. Economic and Human Development: Provide for the economic development needs of low- and moderate- income persons and neighborhood target areas.

3. Public Services: Provide supportive services for the City’s low- and moderate-income residents and persons with special needs.

4. Fair Housing: Promote fair and equal housing choice for all persons.

5. Administration and Planning: Provide for administration and planning activities to carry out actions that address identified needs in the Consolidated Plan.

AVAILABLE FUNDING
The Federal budget has not yet been approved; however, the City must meet certain statutory deadlines for submitting its Annual Action Plan and providing opportunities for citizen participation so that it may proceed with the planning process based on guidance from the U.S.

HUD. Based on that guidance, the City of Glendora estimates it will receive approximately $296,115 in CDBG funds for Fiscal Year 2026–2027. In addition to the anticipated annual allocation, the City currently has approximately $30,426.70 in unallocated funds and $50,000 in program income. Combined with the anticipated allocation, a total of approximately $376,541.70 is expected to be available for FY 2026–2027. While funding amounts may vary slightly, federal regulations limit Planning and Administration costs to no more than 20% of the annual grant allocation and Public Services activities to no more than 15% of the annual grant allocation.

NOTICE OF FUNDING AVAILABILITY
The City has undertaken a Notice of Funding Availability (NOFA) process to provide opportunity for local non-profits and City Departments to apply to use the FY 2026-2027 CDBG funding for programs benefitting the low- and moderate-income residents of the City. A notice was published on December 18, and December 25, 2025, to notify the public of the NOFA and opportunity to apply for CDBG funds. Two applications were received and two were chosen for funding.

RECOMMENDED FUNDING ALLOCATIONS FOR FY 2026-2027
Based on the limited amount of resources available to the City, statutory restrictions, and the Priority Needs established, staff recommendations for the FY 2026-2027 AAP are as follows:

ACTIVITY AMOUNT
General CDBG Administration $39,223
Fair Housing $20,000
Sub-Total $59,223
FY 2026/2027 Street Improvement Project $317,318.70
Sub-Total $317,318.70
Total of CDBG Funding Recommendations GRAND TOTAL $376,541.70

PUBLIC COMMENT
All interested persons are invited to provide comments regarding the draft FY 2026-2027 AAP during the 30-day public comment period of April 9, 2026, to May 12, 2026. Comments may be sent via U.S. Mail or via email to the address below:

Tiffany Chew, Economic Development and Housing Manager
City of Glendora
116 E. Foothill Boulevard
Glendora, CA 91741
[email protected]| (626) 852-4822
All interested parties are invited to attend the public hearing on March 24, 2026 to comment on the proposed CDBG funding for FY 2026-2027, and/or attend the public hearing on May 12, 2026 to comment on the adoption of the draft FY 2026-2027 AAP. Should you be unable to attend the public hearing, your comments must be made in writing and delivered to the City Clerk prior to the public hearing.

The draft FY 2026-2027 AAP will be available on the City’s website www.cityofglendora.gov and at the following locations commencing on April 9, 2026 through the beginning of the City Council meeting on May 12, 2026. If you require a hard copy of the draft AAP, please contact Shantelle Coria, Management Analyst at (626) 852-5252.

1. OFFICE OF THE CITY CLERK: 2. COMMUNITY DEVELOPMENT DEPT.

Glendora City Hall
116 E. Foothill Boulevard
Glendora, CA 91741
(626) 914-8210
Glendora City Hall
116 E. Foothill Boulevard
Glendora, CA 91741
(626) 914-8292
If you challenge this action(s) in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the City Council at, or prior to, the public hearing.

Kathleen R. Sessman, MMC
City Clerk
Published San Gabriel Valley Examiner: March 12, 2026 and March 19, 2026

COMMUNITY DEVELOPMENT BLOCK GRANT
FY 2026-27 ACTION PLAN

COMMUNITY DEVELOPMENT

CITY COUNCIL
MARCH 24, 2026

TIFFANY CHEW, ECONOMIC DEVELOPMENT AND HOUSING MANAGER

CDBG OVERVIEW
• U.S. Department of Housing and Urban Development: Oversees affordable housing, antipoverty efforts, and infrastructure development.
• Community Development Block Grant (CDBG): Provides financial assistance to local governments.

ACCEPTABLE USE OF CDBG FUNDS
• Must meet National Objectives
• Benefit low- and moderate- income persons;
• Eliminate slum and blight;
• Meet an urgent community need.
• Must be a priority need identified in the Consolidated Plan.

CONSOLIDATED PLAN 2023-2028
• Priority Needs
• Infrastructure and Public Facilities
• Economic and Human Development
• Public Services
• Fair Housing
• Administration and Planning
PROPOSED ACTION PLAN 2026-27
• One-Year Action Plan
• Fourth Annual Plan of the Five Year 2023-2028 Con Plan • Estimated Allocation: $296,115 and $50,000 in Program Income • Notice of Funding Availability
• Application Period: December 22, 2025 – January 23, 2026 • Published twice in the newspaper
• Posted on City website
• Two applications received
General CDBG Administration $39,223.00
Fair Housing (Housing Rights Center)
Subtotal:
$20,000.00
$59,223.00 20%
Street Improvement / Accessibility
Project
Infrastructure Subtotal: $317,318.70 80%
Total CDBG Expenditures FY 2026-2027 $376,541.70 100%
Activity Amount Entitlement %
PROPOSED FY 2026-2027 FUNDING ACTIVITY

STREET IMPROVEMENT ACCESSIBILITY PROJECT

TIMELINE AND REQUIRED NEXT STEPS

1. First Public Hearing: March 24, 2026

2. 30 Day Public Review: April 9, 2026-May 12, 2026
• City Website, City Hall – Community Development and City Clerk Office
• 2026-2027 CDBG Annual Action Plan

3. Second Public Hearing: May 12, 2026

4. Submission of Application with Annual Action Plan to HUD

RECOMMENDATIONS
Open and Conduct the Public Hearing:

1. Review and accept the proposed funding recommendations for the FY 2026-2027 One-Year Action Plan; and

2. Commence the required 30-day public comment period for the FY 2026-2027 Plan.

STAFF REPORT
TO: Mayor and Council Members DATE: March 24, 2026
FROM: City Clerk DISTRICT(S): Not Applicable
SUBJECT: Affirm minutes from the March 10, 2026 meeting

RECOMMENDATION
That the City Council:

1. Affirm minutes as presented.

STRATEGIC FOCUS AREAS
Not Applicable.

EXECUTIVE SUMMARY
This staff report requests affirmation of the minutes from the previous meeting. The minutes have been prepared and reviewed in accordance with City procedures and transparency requirements. Affirming these minutes ensures the accuracy and integrity of the official record. Staff recommends approval to maintain proper documentation and compliance with meeting protocols.

LEGISLATIVE HISTORY / PREVIOUS ACTIONS
Not Applicable.

DISCUSSION
Pursuant to the City's standard practices and the Brown Act, the meeting action minutes are reviewed and affirmed by the legislative bodies to ensure transparency and accuracy in government proceedings. The action minutes for the March 10, 2026 meeting was compiled based on staff notes and official recordings. No requests for revisions or amendments have been received to date.

By affirming minutes, the legislative bodies acknowledge their accuracy and preserve them as an official record of the meeting. If any corrections or amendments are desired, they can be addressed before the final affirmation.

FISCAL IMPACT
There is no fiscal impact associated with this action.

ENVIRONMENTAL DETERMINATION
There are no environmental impact associated with this action.

Prepared By: Roxanne Breceda, Deputy City Clerk / Records Manager Concurs With: Not Applicable
Reviewed By: Kathleen Sessman, MMC, City Clerk/Communication Director Certified to Availability of Funds: Not Applicable
Approved By: Kathleen Sessman, MMC, City Clerk/Communications Director Legal Review: Not Applicable
CEQA Review: Not Applicable
Attachments
A_March_10_2026_Reg_CC_Meeting_Minutes.pdf
City of Glendora Minutes
Regular Meeting
March 10, 2026
City Hall Council Chamber
116 E. Foothill Boulevard
Virtually via Zoom ID# 9329247224
The City Council also serves as members of the Board of Directors of the Successor Agency of the former Community Redevelopment Agency, and Housing Authority which are concurrently convening this evening.

CALL TO ORDER
The City Council, Successor Agency and Housing Authority meeting was called to order at 6:00 PM by Mayor/Chair Fredendall.

ROLL CALL
Members Present: Michael Allawos, Shaunna Elias, Mendell L. Thompson, Mayor Pro Tem/Vice-Chair Karen Davis, Mayor/Chair David Fredendall Members Absent: None
Staff Present: City Manager/Executive Director Adam Raymond, City/Agency Attorney Danny Aleshire, Assistant City Manager/Interim Public Works Director Moises Lopez, Deputy City Manager Marie Ricci, Chief of Police Mike Randazzo, Finance Director/City Treasurer Kyle Johnson, Interim Library Director Cindy Romero, Interim Recreation and Human Services Director Annie Warner, Information Technology Director Sam Robbin (via Zoom), Assistant Public Works Director Valerie Velasquez-Santoya, Assistant Public Works Director Paul Zampiello, Economic Development and Housing Manager Tiffany Chew, Principal Civil Engineer Maliha Ansari, Digital Media Specialist Craig Gill, Senior Digital Media Specialist Greg Morton, and Deputy City Clerk/Records Manager Roxanne Breceda

CLOSED SESSION
Closed Session titles were read into the record. No members of the public addressed the City Council, and no written correspondence was received. The meeting convened into Closed Session at 6:03 PM.

1. CS 1. CONFERENCE WITH REAL PROPERTY NEGOTIATORS A closed session will be held, pursuant to Government Code § 54956.8, to enable the City Council and Housing Authority to give direction to its negotiators City Manager Adam Raymond, City Attorney Danny Aleshire, Assistant City Manager Moises Lopez, Community Development Director Jeff Kugel and Economic Development and Housing Manager Tiffany Chew regarding that certain real property located at 1762 Dale Road, APN 8631- 013-023. The City's real property negotiators will seek direction from the City Council regarding the Exclusive Right to Negotiate Agreement for the property.

INVOCATION AND PLEDGE OF ALLEGIANCE
The Invocation was given by Pastor Bruce French of Cornerstone Bible Church.

The Pledge of Allegiance was led by Noah Lopez.

REORDERING OF AND ADDITIONS TO THE AGENDA
There were no requests received.

City of Glendora Minutes March 10, 2026 Page 2 of 4
Regular Meeting City Council, Successor Agency and Housing Authority

PUBLIC COMMENT

2. Public Comments received
Members of the public addressed the City Council, Successor Agency and/or Housing Authority, including Erica Landmann and Daphne Sigala Morfin, and written correspondence was received from: Dystanie Flores.

MEMBER STATEMENT/REPORTS
Councilmember/Commissioner Allawos announced the retirement of Cornerstone Bible Church Pastor Bruce French, attendance at the San Gabriel Valley Council of Governments Executive Committee meeting, informed the community that cooling center locations can be found at climateresolve.org, commented on the proposed Essential Services Resolution Act and the City previously letter of opposition, and inquired and received confirmation relating to Assembly Bill 1768, and the City’s plan to submit a letter regarding the legislation.

Councilmember/Commissioner Elias thanked Washington Elementary School for the opportunity to participate in Read Across America, relayed resident questions regarding the crosswalk near La Fetra Center, lighting on the south side of Finkbiner Park, and requested clarification regarding the Very High Fire Hazard Severity Zone maps.

Councilmember/Commissioner Thompson welcomed the City’s Southern California Edison (SCE) representative Daphne Sigala Morfin, shared concerns regarding electrical service, thanked Public Works staff for their response to recent storms, and commented on Glendora ALine Night Market at the Glendora A-Line Station, a Metro-related community event.

Mayor Pro Tem/Vice‑Chair Davis also commented on the Glendora A-Line Night Market event, reported on a San Gabriel Valley Council of Governments Homelessness Committee meeting where Metro discussed public safety and expanding staffing and services, the Transit Watch and Transit Track apps, shared information from the League of California Cities meeting regarding Southern California Edison infrastructure planning and preparations for the 2028 Olympic Games, and commented on the Empty Bowls Glendora 2026 fundraiser and the Glendora Public Library’s Great Trivia Challenge event.

Mayor/Chair Fredendall commented on his participation in the Reading Across America event at Washington Elementary School, thanked Public Works staff for their response to the recent storm impacts, and commented on the discussion circulating regarding potential development in the South Hills Wilderness Area, and how it relates to past advisory group recommendations and reiterated that there is no proposal currently before the City Council.

CITY MANAGER AND CITY ATTORNEY STATEMENTS
City Manager/Executive Director Raymond commented on the Strategic Plan update and related visitor-attraction initiatives, including zoning updates, the Avid Trails bike park agreement, and a future workshop on South Hills, referencing the 2025 Community Survey, which indicated 57% support for a hypothetical concept involving development of approximately 50 acres of Cityowned South Hills property with recreational improvements and a community center, noting the concept’s history in the 2019 Citizens Oversight Committee report and clarifying that no development proposal is currently before the City Council.

There was no statement from City Attorney Aleshire.

City of Glendora Minutes March 10, 2026 Page 3 of 4
Regular Meeting City Council, Successor Agency and Housing Authority

CONSENT CALENDAR
Councilmember/Commissioner Thompson commented on Item #4 Disbursements and stated that he had reviewed the warrant register and had inquired about several payments; he thanked staff for promptly providing clarification and additional information regarding those expenditures.

A motion was made by Councilmember/Commissioner Allawos, seconded by Councilmember/Commissioner Thompson, to approve Consent Calendar Items # 3 - 6 as presented, affirming the actions appropriate to each item.

Motion carried 5 - 0 as follows: AYES: Allawos, Elias, Davis, Thompson, Fredendall; NOES: None; ABSENT: None; ABSTAIN: None.

3. Affirm minutes from the February 25, 2026 meeting
The City Council, Successor Agency, and Housing Authority affirmed the minutes as presented.

4. Review and Affirm Disbursements for February 2026 in the amount of $4,591,307.49 The City Council and Successor Agency reviewed and affirmed disbursements for February 2026 in the amount of $4,591,307.49.

5. Adoption of a Universal Resolution Designating the City's Authorized Agents for NonState Agencies as Required by the California Office of Emergency Services The City Council adopted Resolution CC 2026-04 entitled, "A UNIVERSAL RESOLUTION

OF THE CITY COUNCIL OF THE CITY OF GLENDORA, CALIFORNIA, DESIGNATING

THE CITY'S AUTHORIZED AGENTS FOR NON-STATE AGENCIES AS REQUIRED BY THE CALIFORNIA GOVERNOR'S OFFICE OF EMERGENCY SERVICES."

6. Consider a Contract Services Agreement with AKM Consulting Engineers for Hydraulic Fire Flow Analysis Testing for a one-year period in an amount not to exceed $35,000 The City Council 1. Approved a Contract Services Agreement with AKM Consulting Engineers for Hydraulic Fire Flow Analysis Testing for Land Use Analysis, in an amount not to exceed $35,000 per year; and 2. Authorize the City Manager or his designee to execute the Agreement, including minimal and/or non-substantive changes.

UNFINISHED BUSINESS

7. Strategic Plan Update for February 2026
A motion was made by Councilmember Allawos, seconded by Councilmember Thompson, that the City Council, receive and file.

Motion carried 5 - 0 as follows: AYES: Allawos, Elias, Thompson, Davis, Fredendall; NOES: None; ABSENT: None; ABSTAIN: None.

8. Consider an Agreement with General Technologies and Solutions LLC for Design Services for the HSIP Cycle 12 – Safety Enhancements and Improvements at 10 Signalized Intersections in an amount not to exceed $224,880 City of Glendora Minutes March 10, 2026 Page 4 of 4
Regular Meeting City Council, Successor Agency and Housing Authority A motion was made by Councilmember Allawos, seconded by Councilmember Thompson, that the City Council, approve the following actions: 1. Award the Contract Services Agreement to General Technologies and Solutions LLC, for the HSIP Cycle 12 – Safety Enhancements and Improvements at 10 Signalized Intersections Project, Plan No. 1400, in the amount of $224,880;

2. Authorize a 10% contingency in the amount of $22,488; and 3. Authorize the City Manager or his designee to execute the Agreement including minimal and/or non-substantive changes.

Motion carried 5 - 0 as follows: AYES: Allawos, Elias, Thompson, Davis, Fredendall; NOES: None; ABSENT: None; ABSTAIN: None.

MEMBER/STAFF CLOSING COMMENTS
City Manager/Executive Director Raymond provided a brief update on staff response to recent storms and thanked community members who assisted neighbors and helped with cleanup efforts.

Assistant Public Works Director Velasquez-Santoya clarified that palm fronds or debris originating in the street and moved to the curb for collection would be collected by the City, while debris generated on private property should be placed in residents’ “black” waste bins; residents were also encouraged to contact the City if debris in the public right-of-way had not yet been addressed.

Councilmember/Commissioner Thompson requested that Southern California Edison consider minimizing the duration of the upcoming planned power outages in the Morgan Ranch area, due to anticipated high temperatures.

Councilmember/Commissioner Allawos extended birthday wishes to his wife.

ADJOURNMENT
Meeting was adjourned at 8:23 PM.

Kathleen R. Sessman, MMC
City Clerk/Communication Director
Minutes were approved on __________.

STAFF REPORT
TO: Mayor and Council Members DATE: March 24, 2026
FROM: Finance DISTRICT(S): Citywide
SUBJECT: City of Glendora and Glendora Successor Agency Investment Report for February 2026

RECOMMENDATION
That the City Council and Successor Agency:

1. Receive and file the Monthly Investment Activity Report for February 2026.

STRATEGIC FOCUS AREAS
Not Applicable.

EXECUTIVE SUMMARY
The City’s total book value of cash and investments as of February 28, 2026, was $125,774,763, representing an increase of $1,900,003 (1.53%) compared to the prior month. This increase is primarily attributable to the receipt of $1,799,041.55 of Measure W (Storm Water/Safe Clean Water) allocations from Los Angeles County.

LEGISLATIVE HISTORY / PREVIOUS ACTIONS
Pursuant to Section 19 of the City’s FY 2025-26 Investment Policy, a monthly investment report must be provided to the City Council to provide a clear picture of the status of the current portfolio.

DISCUSSION
In accordance with the City’s FY 2025-26 Investment Policy, the attached investment reports provide detailed information on the City’s investment portfolio as of the end of the reporting period. The report includes a listing of individual securities by authorized investment category, average life and final maturity, coupon or earnings rate, par value, market value, and book value. The report also includes investments managed on behalf of the City by thirdparty investment managers.

During the month of February, the City completed five investment purchases, consisting of Federal Agency Securities, U.S. Treasury Notes and Certificates of Deposit, totaling $2,244,219.79. Additionally, two securities matured totaling $1,445,000, resulting in no realized gains or losses for the month.

FISCAL IMPACT
There is no fiscal impact associated with the recommended action.

ENVIRONMENTAL DETERMINATION
Not Applicable
Prepared By: George Perez-Sosa, Accounting Technician
Concurs With: Not Applicable
Reviewed By: George Perez-Sosa, Accounting Technician
Certified to Availability of Funds: Kyle Johnson, Finance Director/City Treasurer Approved By: Adam Raymond, City Manager
Legal Review: Not Applicable
CEQA Review: Not Applicable
Attachments
A_February_2026_Investment_Report.pdf

Financial Advisor

CHEN/GIORDANO/CRAWFORD
626-405-4753
UBS Client Review
As of February 28, 2026
251 South Lake Avenue10th FloorPasadena, CA 911013003Branch office Report Prepared for: City of Glendora* excluded from performance exhibits Type
AccountName
AccountNumberSX XX180 City of Glendora Business Service Account@SX XXX279* CITY OF GL Non UBS Investment LAIF@SX XXX283* CITY OF GL Non UBS Investment Bank of America What's insideAsset Allocation Review. . . . . . . . . . . . . . . . . . . . . . 2Sources of Portfolio Value. . . . . . . . . . . . . . . . . . . . 3Bond Summary. . . . . . . . . . . . . . . . . . . . . . . . . . . . 4Portfolio Holdings. . . . . . . . . . . . . . . . . . . . . . . . . . 5Bond Holdings. . . . . . . . . . . . . . . . . . . . . . . . . . . . . 19Important Information About This Report. . . . . . . . 33

Page 1 of 39 ends

Consolidated report prepared for City of Glendora
Asset Allocation Reviewas of February 28, 2026
Summary of Asset Allocation
Market
value ($)
% of
Portfolio
Cash 47,602,932.62 36.84
Cash 47,602,932.62 36.84 US 47,602,932.62 36.84
Fixed Income 81,604,166.60 63.16
US 81,604,166.60 63.16 US Fixed Income 15,404,225.67 11.92 Government 45,079,659.17 34.89 Corporate IG Credit 21,120,281.77 16.35 Equity 0.00 0.00Commodities 0.00 0.00Non-Traditional 0.00 0.00Other 0.00 0.00Total Portfolio $129,207,099.22 100%Balanced mutual funds and Insurance & Annuity products are allocated in the 'Other' category Cash 36.84%US Fixed Income 63.16%
Total Value: $129,207,099.22
Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 2 of 39 Consolidated report prepared for City of Glendora
Sources of Portfolio Valueas of February 28, 2026
Market Value Net amount you invested (net of fees)
02/22 12/22 12/23 12/24 02/26
5075
100125150
$ Millions
MTD
01/31/2026 to
02/28/2026
QTD
12/31/2025 to
02/28/2026
ITD
02/23/2022 to
02/28/2026
YTD
12/31/2025 to
02/28/2026
Opening value 104,154,837.42 100,060,599.72 100,060,599.72 40,589,214.16Net deposits/withdrawals -136,465.22 3,701,454.66 3,701,454.66 52,874,543.45Div./interest income 203,805.69 381,685.46 381,685.46 8,156,903.30Change in accr. interest 52,494.77 129,015.06 129,015.06 479,210.41Change in value 218,629.18 220,546.93 220,546.93 2,393,430.50Closing value 104,493,301.83 104,493,301.83 104,493,301.83 104,493,301.83Net Time-weighted ROR 0.46 0.71 0.71 2.46Performance returns are annualized after 1 year. Net deposits and withdrawals include program and account fees.Benchmarks - Annualized time-weighted returnsUS Treasury Bill - 3 Mos 0.28 0.58 0.58 4.19BofA Corp/Gov 1-5Y 0.75 0.97 0.97 2.95BBG Agg Bond 1.64 1.75 1.75 1.44Past performance does not guarantee future results and current performance may be lower/higher than past data presented.Report created on: March 16, 2026 Page 3 of 39 Consolidated report prepared for City of Glendora
Bond Summaryas of February 28, 2026Bond OverviewTotal quantity 81,416,000Total market value $81,057,688.69Total accrued interest $546,477.91Total market value plus accrued interest $81,604,166.60Total estimated annual bond interest $2,384,974.25Average yield to maturityAverage coupon 2.94%

3.75%2.94%3.63%
Average current yieldAverage yield to worstAverage modified duration 1.88Average effective maturity 2.21 Investment Type AllocationInvestment type Taxable ($) Total ($) Tax-exempt /
deferred ($)
% of
bond
port.

Certificates of deposit 15,404,225.67 0.00 15,404,225.67 18.88U.S. corporates 21,120,281.77 0.00 21,120,281.77 25.88U.S. federal agencies 32,353,855.81 0.00 32,353,855.81 39.65U.S. treasuries 12,725,803.36 0.00 12,725,803.36 15.59Total $81,604,166.61 $0.00 $81,604,166.61 100% Credit Quality of Bond HoldingsA Aaa/AAA/AAA 1 2,000,981.11 2.47B Aa/AA/AA 36 46,068,784.17 56.42C A/A/A 16 15,621,044.68 19.14D Baa/BBB/BBB 0 0.00 0.00E Non-investment grade 0 0.00 0.00F Certificate of deposit 63 15,404,225.67 18.90G Not rated 4 2,509,130.97 3.07Total 120 $81,604,166.60 100%Effective credit rating % of
port.

Value on
Issues 02/28/2026 ($)
Bond Maturity Schedule
Effective maturity schedule
2026 2027 2028 2029 2030 2031 2032 2033 2034 2035 2036 2037 2037 + Other 05 10152025

29.3%

14.7% 13.0%

25.3%

15.4%

2.1%

0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0% 0.0%
Cash, mutual funds and some preferred securities are not included.$ Millions Includes all fixed income securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 4 of 39 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of February 28, 2026Summary of Portfolio Holdings Unrealized
Cost basis ($) gain/loss (%)
Est. annual
income ($)
Unrealized
gain/loss ($)
Value on
02/28/2026 ($)
Current
yield (%)
% of
portfolio
A Cash 47,602,933 47,602,933 0 0.00% 772,587 1.62% 36.84% Cash 47,602,933 47,602,933 0 0.00% 772,587 1.62% 36.84% US 47,602,933 47,602,933 0 0.00% 772,587 1.62% 36.84%
B Fixed Income 78,174,434* 81,604,167 939,986* 1.20%* 2,384,974 2.92% 63.16% US 78,174,434* 81,604,167 939,986* 1.20%* 2,384,974 2.92% 63.16% US Fixed Income 14,860,085* 15,404,226 55,673* 0.37%* 526,459 3.42% 11.92% Government 42,585,130* 45,079,659 493,251* 1.16%* 1,247,030 2.77% 34.89% Corporate IG Credit 20,729,220 21,120,282 391,062 1.89% 611,485 2.90% 16.35% C Equity 0 0 0 0.00% NA NA 0.00%D Commodities 0 0 0 0.00% NA NA 0.00%E Non-Traditional 0 0 0 0.00% NA NA 0.00%F Other 0 0 0 0.00% NA NA 0.00%Total Portfolio $125,777,367* $129,207,099 $939,986* 0.75%* $3,157,561 2.44% 100% Balanced mutual funds and Insurance & Annuity products are allocated in the 'Other' category B
A
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.* Total Cost Basis and/or Unrealized G/L values marked with an asterisk (*) are incomplete due to missing cost basis information.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 5 of 39 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of February 28, 2026 (continued)
Details of Portfolio Holdings
% of
asset
class
Est. annual
Cost basis ($) income ($)
Unrealized
gain/loss
(%)
Unrealized
Market value ($) gain/loss ($)
Current
yield (%)
Total Portfolio $125,777,367* $129,207,099 $939,986* 0.75%* $3,157,561 2.44% 100% 100% % of
portfolio
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) / Cash Avg Price Market value ($)
Price on
02/28/2026
($)
% of
Cash
% of
portfolio
Cash
US
Outside ASSET(1) 1.00 19,026,869.33 19,026,869.33 0.00 0.00% NA NA 39.97% 14.73%[Outside Account @SXXXX279]

1.00 Outside ASSET(1) 1.00 5,686,928.06 5,686,928.06 0.00 0.00% NA NA 11.95% 4.40%[Outside Account @SXXXX283]

1.00 UBS INSURED SWEEP 1,336,701.12 1.00 1,336,701.12 1,336,701.12 0.00 0.00% 1,336.70 0.10% 1.03%PROGRAM

1.00 2.81%
21,664,337.6 1.00 771,250.42
1 UBS SELECT TREASURY 21,664,337.61 21,664,337.61 0.00 0.00% 3.56% 16.77%INSTITUTIONAL FUND

1.00 45.51%
USD CASH -111,903.50 1.00 1.00 -111,903.50 -111,903.50 0.00 0.00% NA NA -0.24% -0.09% Total US $47,602,933 $47,602,933 $0 0.00% $772,587 1.62% 100% 36.84% Total Cash $47,602,933 $47,602,933 $0 0.00% $772,587 1.62% 100% 36.84% Total Cash $47,602,933 $47,602,933 $0 0.00% $772,587 1.62% 100% 36.84%(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.* Total Cost Basis and/or Unrealized G/L values marked with an asterisk (*) are incomplete due to missing cost basis information.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 6 of 39 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of February 28, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 02/27/2026
Price on
02/28/2026
($)
% of
Fixed
Income
% of
portfolio
US
US Fixed Income
AFFINITY PLUS MN US RT 245,000.00 100.00 245,000.00 245,521.08 0.00 521.08 0.21% 12,372.50 5.04% 0.19%05.0500% MAT 03/20/26LICU SHARE CERTIFICATE 100.10 0.30%
ALLY BK UT US RT 245,000.00 100.00 245,000.00 246,177.38 0.00 1,177.38 0.48% 8,697.50 3.53% 0.19%03.5500% MAT 06/30/26FIXED RATE CD

99.90 0.30%
AMER EXPRESS NATL UT US 245,000.00 98.05 240,222.50 246,549.94 0.00 6,327.44 2.63% 8,820.00 3.58% 0.19%RT 03.6000% MAT 09/25/29FIXED RATE CD

99.09 0.30%
AMER NATL BK OMA NE US 245,000.00 100.00 245,000.00 245,312.39 0.00 312.39 0.13% 10,412.50 4.24% 0.19%RT 04.2500% MAT 03/21/28FIXED RATE CD 100.05 0.30%
ARBOR FINL CREDIT MI US 245,000.00 100.00 245,000.00 246,164.89 0.00 1,164.89 0.48% 12,250.00 4.98% 0.19%RT 05.0000% MAT 04/03/28FIXED RATE CD 100.13 0.30%
BANK HAPOALIM BM N NY 245,000.00 100.00 245,000.00 245,379.68 0.00 379.68 0.15% 9,065.00 3.69% 0.19%US RT 03.7000% MAT07/30/27 FIXED RATE CD

99.86 0.30%
BANK OF AMERICA NA NC 245,000.00 100.00 245,000.00 245,203.35 0.00 203.35 0.08% 8,942.50 3.65% 0.19%US RT 03.6500% MAT07/30/27 FIXED RATE CD

99.79 0.30%
BANKUNITED NA FLOR FL US 245,000.00 100.00 245,000.00 244,595.45 0.00 -404.55 -0.17% 2,327.50 0.95% 0.19%RT 00.9500% MAT 03/31/26FIXED RATE CD

99.76 0.30%
BMO HARRIS BK NA IL US RT 245,000.00 100.00 245,000.00 245,004.43 0.00 4.43 0.00% 1,960.00 0.80% 0.19%00.8000% MAT 03/18/26FIXED RATE CD

99.84 0.30%
BMW BK OF NA NA UT US 245,000.00 99.89 244,735.91 246,736.18 0.00 2,000.27 0.82% 8,820.00 3.57% 0.19%RT 03.6000% MAT 10/17/28FIXED RATE CD

99.39 0.30%
BRIGHTSTAR CR UN FL US 245,000.00 100.00 245,000.00 245,621.02 0.00 621.02 0.25% 9,555.00 3.89% 0.19%RT 03.9000% MAT 08/20/27LICU SHARE CERTIFICATE 100.17 0.30%
CAPITAL ONE BK USA VA US 245,000.00 100.00 245,000.00 241,078.69 0.00 -3,921.31 -1.60% 2,817.50 1.17% 0.19%RT 01.1500% MAT 11/24/26FIXED RATE CD

98.10 0.30%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.* Total Cost Basis and/or Unrealized G/L values marked with an asterisk (*) are incomplete due to missing cost basis information.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 7 of 39 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of February 28, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 02/27/2026
Price on
02/28/2026
($)
% of
Fixed
Income
% of
portfolio
US
US Fixed Income
CAPITAL ONE NA VA US RT 245,000.00 100.00 245,000.00 241,078.69 0.00 -3,921.31 -1.60% 2,817.50 1.17% 0.19%01.1500% MAT 11/24/26FIXED RATE CD

98.10 0.30%
CELTIC BK UT US RT 245,000.00 98.17 240,525.91 243,302.15 0.00 2,776.24 1.15% 8,942.50 3.68% 0.19%03.6500% MAT 04/29/30FIXED RATE CD

99.01 0.30%
CENTRAL BK AR US RT 245,000.00 100.00 245,000.00 245,341.93 0.00 341.93 0.14% 10,290.00 4.19% 0.19%04.2000% MAT 08/19/30FIXED RATE CD 100.04 0.30%
CFG COMMUNITY BANK 245,000.00 100.00 245,000.00 245,431.17 0.00 431.17 0.18% 9,310.00 3.79% 0.19%MD US RT 03.8000% MAT03/11/26 FIXED RATE CD 100.00 0.30%
CIBC BANK ILLINOIS IL US RT 245,000.00 100.00 245,000.00 250,433.33 0.00 5,433.33 2.22% 12,250.00 4.89% 0.19%05.0000% MAT 03/24/26FIXED RATE CD 100.07 0.31%
COMENITY BANK DE US RT 200,000.00 100.00 200,000.00 199,748.83 0.00 -251.17 -0.13% 7,700.00 3.85% 0.15%03.8500% MAT 09/15/27JUMBO CD - HELD AT UBS

99.61 0.24%
CONNEXUS CREDIT UN WI 245,000.00 100.00 245,000.00 246,438.08 0.00 1,438.08 0.59% 9,800.00 3.98% 0.19%US RT 04.0000% MAT09/03/27 LICU SHARECERTIFICATE 100.31 0.30%
CY-FAIR FED CREDIT TX US 245,000.00 100.00 245,000.00 246,002.75 0.00 1,002.75 0.41% 12,985.00 5.28% 0.19%RT 05.3000% MAT 07/14/28FIXED RATE CD 100.21 0.30%
DISCOVER BANK DE US RT 245,000.00 100.00 245,000.00 245,347.03 0.00 347.03 0.14% 7,840.00 3.20% 0.19%03.2000% MAT 05/24/27FIXED RATE CD

99.30 0.30%
DIVERSIFIED MEMBER MI US 245,000.00 100.00 245,000.00 245,954.63 0.00 954.63 0.39% 10,535.00 4.28% 0.19%RT 04.3000% MAT 04/28/28FIXED RATE CD 100.05 0.30%
DORT FINL CREDIT U MI US 245,000.00 100.00 245,000.00 245,651.57 0.00 651.57 0.27% 9,065.00 3.69% 0.19%RT 03.7000% MAT 10/10/28LICU SHARE CERTIFICATE

99.68 0.30%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.* Total Cost Basis and/or Unrealized G/L values marked with an asterisk (*) are incomplete due to missing cost basis information.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 8 of 39 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of February 28, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 02/27/2026
Price on
02/28/2026
($)
% of
Fixed
Income
% of
portfolio
US
US Fixed Income
EAGLEMARK SVGS BK NV 245,000.00 100.09 245,230.80 243,184.11 -872.32 -2,046.69 -0.83% 4,900.00 2.01% 0.19%US RT 02.0000% MAT03/02/27 FIXED RATE CD

98.28 0.30%
ESSENTIAL FED CRED LA US 245,000.00 100.00 245,000.00 248,318.27 0.00 3,318.27 1.35% 11,515.00 4.64% 0.19%RT 04.7000% MAT 06/15/27LICU SHARE CERTIFICATE 101.19 0.30%
FARMERS & MERCHANT WI 245,000.00 100.00 245,000.00 245,766.98 0.00 766.98 0.31% 9,432.50 3.84% 0.19%US RT 03.8500% MAT11/08/27 FIXED RATE CD 100.08 0.30%
FIRST FED SVGS BK IN US RT 245,000.00 100.00 245,000.00 245,626.26 0.00 626.26 0.26% 10,290.00 4.19% 0.19%04.2000% MAT 07/11/28FIXED RATE CD 100.06 0.30%
FIRST FEDERAL BANK FL US 245,000.00 99.95 244,877.50 246,439.90 0.00 1,562.40 0.64% 9,187.50 3.73% 0.19%RT 03.7500% MAT 10/17/30FIXED RATE CD

99.21 0.30%
FIRST GTY BK HAMMO LA 219,000.00 100.00 219,000.00 222,078.33 0.00 3,078.33 1.41% 9,526.50 4.29% 0.17%US RT 04.3500% MAT11/06/28 FIXED RATE CD 100.05 0.27%
GOLDMAN SACHS BANK NY 245,000.00 100.00 245,000.00 250,121.24 0.00 5,121.24 2.09% 9,800.00 3.92% 0.19%US RT 04.0000% MAT03/20/28 FIXED RATE CD 100.30 0.31%
GREENSTATE CREDIT IA US 245,000.00 100.00 245,000.00 244,282.82 0.00 -717.18 -0.29% 2,327.50 0.95% 0.19%RT 00.9500% MAT 04/16/26FIXED RATE CD

99.64 0.30%
GUARANTY BK MO US RT 245,000.00 99.49 243,750.40 245,243.96 0.00 1,493.56 0.61% 9,310.00 3.80% 0.19%03.8000% MAT 01/12/29FIXED RATE CD

99.93 0.30%
JPMORGAN CHASE BK DE 245,000.00 99.30 243,285.00 245,837.13 0.00 2,552.13 1.05% 9,065.00 3.69% 0.19%US RT 03.7000% MAT09/30/30 FIXED RATE CD

98.81 0.30%
KEMBA FINL CREDIT OH US 245,000.00 100.00 245,000.00 244,694.72 0.00 -305.28 -0.12% 8,820.00 3.60% 0.19%RT 03.6000% MAT 10/12/27FIXED RATE CD

99.69 0.30%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.* Total Cost Basis and/or Unrealized G/L values marked with an asterisk (*) are incomplete due to missing cost basis information.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 9 of 39 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of February 28, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 02/27/2026
Price on
02/28/2026
($)
% of
Fixed
Income
% of
portfolio
US
US Fixed Income
LAFAYETTE FED CRED MD 245,000.00 100.00 245,000.00 243,691.10 0.00 -1,308.90 -0.53% 7,962.50 3.27% 0.19%US RT 03.2500% MAT06/15/27 LICU SHARECERTIFICATE

99.35 0.30%
LIVE OAK BKG CO NC US RT 245,000.00 100.00 245,000.00 241,854.64 0.00 -3,145.36 -1.28% 1,960.00 0.81% 0.19%00.8000% MAT 08/13/26FIXED RATE CD

98.66 0.30%
MEDALLION BK UT US RT 245,000.00 - - 243,830.31 0.00 - - 9,310.00 3.82% 0.19%03.8000% MAT 02/12/31FIXED RATE CD

99.36 0.30%
METRO CREDIT UNION MA 245,000.00 100.00 245,000.00 240,520.80 0.00 -4,479.20 -1.83% 4,165.00 1.73% 0.19%US RT 01.7000% MAT02/18/27 LICU SHARECERTIFICATE

98.05 0.29%
MORGAN STANLEY BK UT 245,000.00 100.00 245,000.00 245,053.03 0.00 53.03 0.02% 9,432.50 3.85% 0.19%US RT 03.8500% MAT02/25/28 FIXED RATE CD

99.99 0.30%
MORGAN STANLEY PRI NY 245,000.00 100.00 245,000.00 250,075.12 0.00 5,075.12 2.07% 9,800.00 3.92% 0.19%US RT 04.0000% MAT08/29/30 FIXED RATE CD 100.07 0.31%
MUTUALONE BANK MA US 245,000.00 100.00 245,000.00 247,651.24 0.00 2,651.24 1.08% 8,820.00 3.56% 0.19%RT 03.6000% MAT 10/06/27FIXED RATE CD

99.65 0.30%
NEW ORLEANS FIREME LA 245,000.00 100.00 245,000.00 251,886.18 0.00 6,886.18 2.81% 12,250.00 4.86% 0.19%US RT 05.0000% MAT07/17/28 FIXED RATE CD 102.66 0.31%
NEW YORK CMNTY BK NY 245,000.00 100.00 245,000.00 242,716.77 0.00 -2,283.23 -0.93% 1,715.00 0.71% 0.19%US RT 00.7000% MAT07/01/26 FIXED RATE CD

98.95 0.30%
OCEANAIR FED CREDI CA 245,000.00 100.00 245,000.00 244,957.58 0.00 -42.42 -0.02% 8,820.00 3.60% 0.19%US RT 03.6000% MAT10/10/30 FIXED RATE CD

98.59 0.30%
OKLAHOMA EDUCATORS 245,000.00 - - 244,637.53 0.00 - - 9,065.00 3.71% 0.19%OK US RT 03.7000% MAT08/14/28 FIXED RATE CD

99.70 0.30%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.* Total Cost Basis and/or Unrealized G/L values marked with an asterisk (*) are incomplete due to missing cost basis information.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 10 of 39 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of February 28, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 02/27/2026
Price on
02/28/2026
($)
% of
Fixed
Income
% of
portfolio
US
US Fixed Income
PENTAGON FED CREDI VA 245,000.00 100.00 245,000.00 240,356.21 0.00 -4,643.79 -1.90% 4,165.00 1.73% 0.19%US RT 01.7000% MAT02/18/27 CREDIT UNIONSHARE CERT

98.06 0.29%
REGENT BK OK US RT 245,000.00 100.00 245,000.00 245,240.37 0.00 240.37 0.10% 9,677.50 3.95% 0.19%03.9500% MAT 12/22/28FIXED RATE CD 100.04 0.30%
SALLIE MAE BANK UT US RT 245,000.00 99.80 244,510.00 249,073.11 0.00 4,563.11 1.87% 9,922.50 3.98% 0.19%04.0500% MAT 11/21/29FIXED RATE CD 100.56 0.31%
STATE BANK OF INDI NY US 245,000.00 100.00 245,000.00 245,430.36 0.00 430.36 0.18% 2,205.00 0.90% 0.19%RT 00.9000% MAT 03/25/26FIXED RATE CD

99.79 0.30%
STATE BK IL US RT 245,000.00 100.00 245,000.00 249,387.68 0.00 4,387.68 1.79% 10,045.00 4.03% 0.19%04.1000% MAT 11/26/29FIXED RATE CD 100.74 0.31%
SYNCHRONY BANK UT US 245,000.00 99.60 244,020.42 245,547.83 0.00 1,527.41 0.63% 8,820.00 3.59% 0.19%RT 03.6000% MAT 10/24/30FIXED RATE CD

98.97 0.30%
TAB BANK INC UT US RT 245,000.00 100.00 245,000.00 245,419.79 0.00 419.79 0.17% 9,310.00 3.79% 0.19%03.8000% MAT 08/13/27FIXED RATE CD 100.04 0.30%
TECHNOLOGY CREDIT CA 245,000.00 100.00 245,000.00 246,190.36 0.00 1,190.36 0.49% 12,250.00 4.98% 0.19%US RT 05.0000% MAT03/23/26 CREDIT UNIONSHARE CERT 100.12 0.30%
TOYOTA FINL SVG BK NV US 245,000.00 100.00 245,000.00 244,718.45 0.00 -281.55 -0.11% 2,205.00 0.90% 0.19%RT 00.9000% MAT 04/22/26FIXED RATE CD

99.57 0.30%
TRUIST BK NC US RT 245,000.00 100.00 245,000.00 252,543.99 0.00 7,543.99 3.08% 10,902.50 4.32% 0.20%04.4500% MAT 06/27/30FIXED RATE CD 100.08 0.31%
TRUXTON TR CO NASH TN 245,000.00 99.98 244,938.75 245,860.49 0.00 921.74 0.38% 10,045.00 4.09% 0.19%US RT 04.1000% MAT02/27/30 FIXED RATE CD 100.00 0.30%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.* Total Cost Basis and/or Unrealized G/L values marked with an asterisk (*) are incomplete due to missing cost basis information.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 11 of 39 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of February 28, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 02/27/2026
Price on
02/28/2026
($)
% of
Fixed
Income
% of
portfolio
US
US Fixed Income
UBS BANK UT US RT 245,000.00 100.00 245,000.00 242,959.02 0.00 -2,040.98 -0.83% 2,082.50 0.86% 0.19%00.8500% MAT 06/16/26FIXED RATE CD

99.14 0.30%
USF FED CREDIT UNI FL US 245,000.00 100.00 245,000.00 246,032.66 0.00 1,032.66 0.42% 9,555.00 3.88% 0.19%RT 03.9000% MAT 05/01/28LICU SHARE CERTIFICATE 100.13 0.30%
VALLEYSTAR CR UN M VA 245,000.00 100.00 245,000.00 245,511.04 0.00 511.04 0.21% 12,250.00 4.99% 0.19%US RT 05.0000% MAT03/20/26 LICU SHARECERTIFICATE 100.10 0.30%
VIBRANT CREDIT UNI IL US 245,000.00 100.00 245,000.00 244,367.90 0.00 -632.10 -0.26% 8,942.50 3.66% 0.19%RT 03.6500% MAT 10/27/27LICU SHARE CERTIFICATE

99.73 0.30%
WELLS FARGO BK NA SD US 245,000.00 100.00 244,987.75 247,487.05 0.00 2,499.30 1.02% 10,045.00 4.06% 0.19%RT 04.1000% MAT 02/06/29FIXED RATE CD 100.77 0.30%
WESTERN ALLIANCE B AZ US 245,000.00 100.00 245,000.00 245,203.35 0.00 203.35 0.08% 8,942.50 3.65% 0.19%RT 03.6500% MAT 07/30/27FIXED RATE CD

99.79 0.30%
WORKERS CREDIT UNI MA 245,000.00 100.00 245,000.00 246,353.37 0.00 1,353.37 0.55% 10,045.00 4.08% 0.19%US RT 04.1000% MAT11/22/27 LICU SHARECERTIFICATE 100.49 0.30%
Total US Fixed Income $14,860,085* $15,404,226 -$872.32 $55,673* 0.37%* $526,459 3.42% 18.88% 11.92%Government FARMER MAC MED TERM 1,000,000.00 - - 1,006,936.67 0.00 - - 38,000.00 3.77% 0.78%NTS 03.800 % DUE 122228DTD 122225 FC 06222026 100.00 1.23%
FARMER MAC MED TERM 500,000.00 - - 493,706.25 0.00 - - 19,650.00 3.98% 0.38%NTS 03.930 % DUE 011331DTD 011326 FC 07132026

98.25 0.61%
FARMER MAC MED TERM 500,000.00 100.00 500,004.67 510,474.17 -0.59 10,469.50 2.09% 21,650.00 4.24% 0.40%NTS 04.330 % DUE 090429DTD 090425 FC 03042026 100.00 0.63%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.* Total Cost Basis and/or Unrealized G/L values marked with an asterisk (*) are incomplete due to missing cost basis information.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 12 of 39 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of February 28, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 02/27/2026
Price on
02/28/2026
($)
% of
Fixed
Income
% of
portfolio
US
Government
FARMER MAC NTS 03.200 500,000.00 99.70 498,481.25 498,013.89 0.00 -467.36 -0.09% 16,000.00 3.21% 0.39%% DUE 082627 DTD 082922FC 02262023

99.59 0.61%
FEDERAL HOME LN BANK 1,000,000.00 100.00 1,000,004.07 1,023,741.39 -1.18 23,737.32 2.37% 41,750.00 4.08% 0.79%NTS 04.175 % DUE 031229DTD 031225 FC 09122025 100.45 1.25%
FFCB BOND 01.840 % DUE 2,000,000.00 100.00 2,000,000.00 1,972,431.11 0.00 -27,568.89 -1.38% 36,800.00 1.87% 1.53%012627 DTD 012622 FC07262022

98.46 2.42%
FFCB BOND 04.000 % DUE 1,000,000.00 100.12 1,001,237.75 1,035,053.33 -237.80 33,815.58 3.38% 40,000.00 3.86% 0.80%040130 DTD 040125 FC10012025 101.87 1.27%
FFCB BOND 04.090 % DUE 2,000,000.00 99.95 1,999,005.25 2,018,463.33 0.00 19,458.08 0.97% 81,800.00 4.05% 1.56%071629 DTD 071625 FC01162026 100.45 2.47%
FFCB BOND 04.520 % DUE 1,000,000.00 100.00 1,000,004.61 1,013,797.78 -0.65 13,793.17 1.38% 45,200.00 4.46% 0.78%051430 DTD 051425 FC11142025 100.07 1.24%
FFCB NTS 00.940 % DUE 2,000,000.00 100.00 2,000,000.00 1,976,933.33 0.00 -23,066.67 -1.15% 18,800.00 0.95% 1.53%092826 DTD 092821 FC03282022

98.46 2.42%
FHLB BOND 01.050 % DUE 1,000,000.00 96.84 968,385.25 989,257.50 0.00 20,872.25 2.16% 10,500.00 1.06% 0.77%081326 DTD 081321 FC02132022

98.88 1.21%
FHLB BOND 01.780 % DUE 2,000,000.00 100.00 2,000,000.00 1,968,340.00 0.00 -31,660.00 -1.58% 35,600.00 1.81% 1.52%021027 DTD 021022 FC08102022

98.33 2.41%
FHLB BOND 02.010 % DUE 3,215,000.00 95.65 3,075,098.40 3,167,120.61 0.00 92,022.21 2.99% 64,621.50 2.04% 2.45%022527 DTD 022522 FC08252022

98.49 3.88%
FHLB BOND 03.250 % DUE 500,000.00 99.87 499,366.75 502,600.97 0.00 3,234.22 0.65% 16,250.00 3.23% 0.39%060928 DTD 050818 FC12092018

99.81 0.62%
FHLB BOND 03.750 % DUE 500,000.00 - - 500,635.42 0.00 - - 18,750.00 3.75% 0.39%021128 DTD 021126 FC08112026

99.95 0.61%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.* Total Cost Basis and/or Unrealized G/L values marked with an asterisk (*) are incomplete due to missing cost basis information.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 13 of 39 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of February 28, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 02/27/2026
Price on
02/28/2026
($)
% of
Fixed
Income
% of
portfolio
US
Government
FHLB BOND STEP-UP 2,000,000.00 100.00 2,000,000.00 2,010,066.67 0.00 10,066.67 0.50% 70,000.00 3.48% 1.56%3.5000% DUE 063026 DTD063021 FC 12302021

99.92 2.46%
FHLB NTS 1.0500% DUE 2,000,000.00 100.00 2,000,000.00 2,004,550.00 0.00 4,550.00 0.23% 21,000.00 1.05% 1.55%033026 DTD 033021 FC09302021

99.79 2.46%
FHLB NTS 1.1500% DUE 2,000,000.00 100.00 2,000,000.00 1,972,927.78 0.00 -27,072.22 -1.35% 23,000.00 1.17% 1.53%082626 DTD 082621 FC02262022

98.64 2.42%
FHLB NTS 1.5000% DUE 2,000,000.00 100.00 2,000,000.00 1,990,340.00 0.00 -9,660.00 -0.48% 30,000.00 1.51% 1.54%063026 DTD 063021 FC12302021

99.27 2.44%
FHLB NTS 04.500 % DUE 1,000,000.00 100.00 1,000,004.60 1,007,185.00 -0.66 7,180.40 0.72% 45,000.00 4.47% 0.78%011730 DTD 071725 FC01172026 100.21 1.23%
FHLMC NTS 04.000 % DUE 650,000.00 99.75 648,380.25 658,101.17 0.00 9,720.92 1.50% 26,000.00 3.95% 0.51%043029 DTD 043025 FC10302025

99.91 0.81%
FNMA NTS 04.050 % DUE 1,000,000.00 99.98 999,755.25 1,006,305.00 0.00 6,549.75 0.66% 40,500.00 4.02% 0.78%011531 DTD 012026 FC07152026 100.20 1.23%
FNMA NTS 04.300 % DUE 1,000,000.00 100.00 1,000,004.32 1,025,893.33 -0.93 25,889.01 2.59% 43,000.00 4.19% 0.79%030430 DTD 031225 FC09042025 100.51 1.26%
INTL FIN CORP NTS 00.500 2,000,000.00 100.00 2,000,000.00 2,000,981.11 0.00 981.11 0.05% 10,000.00 0.50% 1.55%% DUE 051526 DTD 052821FC 11152021

99.91 2.45%
US TSY NOTE 01.125 % DUE 1,000,000.00 98.21 982,052.13 987,299.28 0.00 5,247.15 0.53% 11,250.00 1.14% 0.76%10/31/26 DTD 10/31/21 FC04/30/22

98.36 1.21%
US TSY NOTE 02.875 % DUE 500,000.00 98.63 493,165.41 494,656.23 0.00 1,490.82 0.30% 14,375.00 2.91% 0.38%08/15/28 DTD 08/15/18 FC02/15/19

98.83 0.61%
US TSY NOTE 03.125 % DUE 500,000.00 99.14 495,704.47 501,232.11 0.00 5,527.64 1.12% 15,625.00 3.12% 0.39%11/15/28 DTD 11/15/18 FC05/15/19

99.34 0.61%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.* Total Cost Basis and/or Unrealized G/L values marked with an asterisk (*) are incomplete due to missing cost basis information.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 14 of 39 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of February 28, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 02/27/2026
Price on
02/28/2026
($)
% of
Fixed
Income
% of
portfolio
US
Government
US TSY NOTE 03.375 % DUE 500,000.00 99.86 499,278.69 507,658.26 0.00 8,379.57 1.68% 16,875.00 3.32% 0.39%09/15/28 DTD 09/15/25 FC03/15/26

99.98 0.62%
US TSY NOTE 03.500 % DUE 1,000,000.00 98.47 984,716.19 1,016,789.23 0.00 32,073.04 3.26% 35,000.00 3.44% 0.79%09/30/29 DTD 09/30/24 FC03/31/25 100.23 1.25%
US TSY NOTE 03.500 % DUE 2,000,000.00 99.88 1,997,682.37 2,032,013.85 0.00 34,331.48 1.72% 70,000.00 3.44% 1.57%10/15/28 DTD 10/15/25 FC04/15/26 100.29 2.49%
US TSY NOTE 03.500 % DUE 500,000.00 99.44 497,177.13 504,171.92 0.00 6,994.79 1.41% 17,500.00 3.47% 0.39%11/30/30 DTD 11/30/25 FC05/31/26

99.97 0.62%
US TSY NOTE 03.625 % DUE 1,000,000.00 99.88 998,849.00 1,017,136.58 0.00 18,287.58 1.83% 36,250.00 3.56% 0.79%10/31/30 DTD 10/31/25 FC04/30/26 100.51 1.25%
US TSY NOTE 03.750 % DUE 1,000,000.00 98.65 986,458.38 1,019,901.98 0.00 33,443.60 3.39% 37,500.00 3.68% 0.79%05/31/30 DTD 05/31/23 FC11/30/23 101.06 1.25%
US TSY NOTE 03.875 % DUE 1,500,000.00 99.38 1,490,677.13 1,536,751.57 0.00 46,074.44 3.09% 58,125.00 3.78% 1.19%11/30/29 DTD 11/30/22 FC05/31/23 101.49 1.88%
US TSY NOTE 03.875 % DUE 1,017,000.00 97.76 994,218.09 1,038,718.65 0.00 44,500.56 4.48% 39,408.75 3.79% 0.80%12/31/29 DTD 12/31/22 FC06/30/23 101.50 1.27%
US TSY NOTE 04.000 % DUE 1,000,000.00 99.16 991,647.22 1,032,399.67 0.00 40,752.45 4.11% 40,000.00 3.87% 0.80%10/31/29 DTD 10/31/22 FC04/30/23 101.91 1.27%
US TSY NOTE 04.125 % DUE 1,000,000.00 98.38 983,770.88 1,037,074.03 0.00 53,303.15 5.42% 41,250.00 3.98% 0.80%10/31/29 DTD 10/31/24 FC04/30/25 102.34 1.27%
Total Government $42,585,130* $45,079,659 -$241.81 $493,251* 1.16%* $1,247,030 2.77% 55.24% 34.89%Corporate IG Credit (1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.* Total Cost Basis and/or Unrealized G/L values marked with an asterisk (*) are incomplete due to missing cost basis information.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 15 of 39 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of February 28, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 02/27/2026
Price on
02/28/2026
($)
% of
Fixed
Income
% of
portfolio
US
Corporate IG Credit
ACCENTURE CAPITAL INC 3,000,000.00 99.12 2,973,745.75 3,066,870.00 0.00 93,124.25 3.13% 121,500.00 3.96% 2.37%04.050% 100429DTD100424 FC040425CALL@MW+10BP 100.61 3.76%
AMAZON.COM INC B/E 1,000,000.00 88.91 889,135.25 910,311.67 0.00 21,176.42 2.38% 15,000.00 1.65% 0.70%01.500% 060330DTD060320CALL@MW+15BP

90.68 1.12%
AMEREN ILL CO NTS B/E 1,500,000.00 99.67 1,494,995.25 1,517,298.33 0.00 22,303.08 1.49% 57,000.00 3.76% 1.17%03.800% 051528DTD052218 FC111518CALL@MW+15BP 100.07 1.86%
ARCHER DANIELS MIDLAND 500,000.00 97.01 485,050.25 493,495.97 0.00 8,445.72 1.74% 16,250.00 3.29% 0.38%03.250% 032730DTD032720 FC092720 COCALL@MW+40BP

97.34 0.60%
CHARLES SCHWAB CORP 470,000.00 94.17 442,604.25 466,496.93 0.00 23,892.68 5.40% 15,275.00 3.27% 0.36%B/E 03.250% 052229DTD052219 FC112219

98.39 0.57%
CHARLES SCHWAB CORP 2,000,000.00 99.49 1,989,860.00 2,006,810.00 0.00 16,950.00 0.85% 18,000.00 0.90% 1.55%NTS 00.900% 031126DTD121120 FC031121CALL@MW+10BP

99.92 2.46%
DTE ELEC CO B/E 02.250% 1,000,000.00 91.95 919,485.25 949,472.50 0.00 29,987.25 3.26% 22,500.00 2.37% 0.73%030130 DTD022620CALL@MW+15BP

93.84 1.16%
JOHN DEERE CPTL CORP 1,000,000.00 97.50 975,045.25 998,937.22 0.00 23,891.97 2.45% 33,500.00 3.35% 0.77%03.350% 041829DTD041822 FC101822 MEDTERM NTS

98.68 1.22%
JPMORGAN CHASE & CO 500,000.00 99.92 499,615.25 516,346.39 0.00 16,731.14 3.35% 25,060.00 4.85% 0.40%NTS 05.012% 012330DTD012324 FC072324CALL@MW+20BP 102.78 0.63%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.* Total Cost Basis and/or Unrealized G/L values marked with an asterisk (*) are incomplete due to missing cost basis information.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 16 of 39 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of February 28, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 02/27/2026
Price on
02/28/2026
($)
% of
Fixed
Income
% of
portfolio
US
Corporate IG Credit
MORGAN STANLEY FIN LLC 2,000,000.00 100.00 2,000,000.00 1,971,718.33 0.00 -28,281.67 -1.41% 21,000.00 1.07% 1.53%01.050% 082726DTD082721 FC022722 MEDTERM NTS

98.58 2.42%
ONCOR ELEC DELIVERY CO 500,000.00 100.10 500,504.72 519,171.25 -120.88 18,666.53 3.73% 23,250.00 4.48% 0.40%04.650% 110129DTD111324 FC050125CALL@MW+10BP 102.32 0.64%
PACIFICORP B/E 03.500% 1,000,000.00 97.14 971,415.25 987,397.22 0.00 15,981.97 1.65% 35,000.00 3.54% 0.76%061529 DTD030119FC061519 CALL@MW+15BP

98.03 1.21%
PUB SVC ELEC & GAS CO 200,000.00 99.73 199,469.25 203,123.17 0.00 3,653.92 1.83% 7,300.00 3.59% 0.16%03.650% 090128DTD090718 FC030119CALL@MW+12.5BP

99.77 0.25%
SAN DIEGO G & E B/E 500,000.00 89.43 447,160.25 453,920.83 0.00 6,760.58 1.51% 8,500.00 1.87% 0.35%01.700% 100130DTD092820 FC040121CALL@MW+20BP

90.09 0.56%
SOUTHERN CALIF GAS CO 500,000.00 92.98 464,875.25 475,656.25 0.00 10,781.00 2.32% 12,750.00 2.68% 0.37%02.550% 020130DTD010920CALL@MW+15BP

94.94 0.58%
ST STREET BK & TR CO NTS 1,000,000.00 99.84 998,380.50 1,046,399.17 0.00 48,018.67 4.81% 47,820.00 4.57% 0.81%04.782% 112329DTD112524 FC052325 B/E 103.38 1.28%
TOYOTA MOTOR CREDIT 500,000.00 99.82 499,085.25 513,341.53 0.00 14,256.28 2.86% 22,250.00 4.33% 0.40%CORP 04.450% 062929DTD063022 FC122922CALL@MW+20BP 101.94 0.63%
UNITED HEALTH GROUP INC 2,000,000.00 100.01 2,000,211.86 1,995,400.56 -4,550.86 -4,811.30 -0.24% 23,000.00 1.15% 1.54%01.150% 051526DTD051921 FC111521CALL@MW+07.50BP

99.44 2.45%
(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.* Total Cost Basis and/or Unrealized G/L values marked with an asterisk (*) are incomplete due to missing cost basis information.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 17 of 39 Consolidated report prepared for City of Glendora
Portfolio Holdingsas of February 28, 2026 (continued)
Unrealized
gain/loss ($)
Unrealized
gain/loss
Quantity (%)
Current
Cost basis ($) yield (%)
Est. annual
income ($)
Purchase
price ($) /
Avg Price Market value ($)
Amort/Accr.($)
as of
Fixed Income 02/27/2026
Price on
02/28/2026
($)
% of
Fixed
Income
% of
portfolio
US
Corporate IG Credit
UNITED HEALTH GROUP INC 1,000,000.00 98.46 984,595.25 1,015,214.44 0.00 30,619.19 3.11% 40,000.00 3.94% 0.79%04.000% 051529DTD052022 FC111522CALL@MW+20BP 100.38 1.24%
US BANCORP NTS B/E 1,000,000.00 99.40 993,985.50 1,012,900.00 0.00 18,914.50 1.90% 46,530.00 4.59% 0.78%04.653% 020129DTD020123 FC080123 101.29 1.24%
Total Corporate IG Credit $20,729,220 $21,120,282 -$4,671.74 $391,062 1.89% $611,485 2.90% 25.88% 16.35% Total US $78,174,434* $81,604,167 -$5,785.87 $939,986* 1.20%* $2,384,974 2.92% 100% 63.16% Total Fixed Income $78,174,434* $81,604,167 -$5,785.87 $939,986* 1.20%* $2,384,974 2.92% 100% 63.16%Total Portfolio $125,777,367* $129,207,099 $939,986* 0.75%* $3,157,561 2.44% 100% 100% Unrealized
gain/loss
(%)
Unrealized
gain/loss ($)
% of
asset
class
Est. annual
Cost basis ($) income ($)
Current
Market value ($) yield (%)
% of
portfolio
Total accrued interest (included in market values): $546,477.91(1)Assets held at other financial institutions are included in this report. We have not verified, and are not responsible for, the accuracy or completeness of this information.* Total Cost Basis and/or Unrealized G/L values marked with an asterisk (*) are incomplete due to missing cost basis information.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 18 of 39 Consolidated report prepared for City of Glendora
Bond Holdingsas of February 28, 2026Summary of Bond HoldingsMaturityYear Yield to
maturity (%)
Yield to
worst (%)
Unrealized
Issues gain/loss ($) Mkt. value ($)
Est. annual
income ($)
Adjusted
cost basis ($)
Modified
duration
Current
Quantity yield (%) % of bond portfolio maturing
2026 27 23,920,000 346,097.50 1.46% 3.59% 3.59% 0.33 23,860,509.24 -109,650.44 23,819,268.23

29.30%
2027 22 12,080,000 302,944.00 2.54% 3.65% 3.65% 1.11 11,938,810.45 10,499.53 11,969,171.45

14.74%
2028 23 10,604,000 397,839.00 3.75% 3.74% 3.16% 1.75 8,838,398.1 1,767,456.88 10,692,653.01

13.08%
2029 23 20,362,000 818,251.25 3.99% 3.78% 3.74% 2.81 20,150,256.12 359,357.96 20,736,982.72

25.30%
2030 22 12,705,000 450,382.50 3.60% 3.95% 3.82% 2.87 12,386,704.87 118,643.78 12,642,249.63

15.43%
2031 3 1,745,000 69,460.00 4.00% 4.09% 3.98% 2.35 999,755.25 736,946.95 1,743,841.56

2.14%
2032 0 0 N/A N/A N/A2033 0 0 N/A N/A N/A2034 0 0 N/A N/A N/A2035 0 0 N/A N/A N/A2036 0 0 N/A N/A N/A2037 0 0 N/A N/A N/A2038 0 0 N/A N/A N/A2039 0 0 N/A N/A N/A2040 0 0 N/A N/A N/A2041 0 0 N/A N/A N/A2042 0 0 N/A N/A N/A2043 0 0 N/A N/A N/A2044 0 0 N/A N/A N/A2045 0 0 N/A N/A N/A2046 0 0 N/A N/A N/A2047 0 0 N/A N/A N/A2048 0 0 N/A N/A N/A2049 0 0 N/A N/A N/A2050 0 0 N/A N/A N/A2051 0 0 N/A N/A N/A2051 + 0 0 N/A N/A N/AOther 0 0 N/A N/A N/ATotal 120 81,416,000 $2,384,974.25 2.94% 3.75% 3.63% 1.88 $78,174,434.03 $2,883,254.66 $81,604,166.60Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 19 of 39 Consolidated report prepared for City of Glendora
Bond Holdingsas of February 28, 2026 (continued)
Effective rating/
Underlying rating
(Mdy/Fitch/S&P)
Mkt. value ($)/
Accr. interest ($)
Adjusted
cost basis ($)/
Unreal. g/l ($)
Call date/
Coupon Call price ($)
Modified
duration
YTM (%)/
Quantity YTW (%)
Effective
maturity
% of
bond
port.

Market
price ($)

3.75%3.63%
05/16/2028 N/A 1.88$78,174,434.03 N/A $81,057,688.69
$2,883,254.66
81,416,000

2.94% $546,477.91

2.94% $2,384,974.25 100%
$81,604,166.60
Total Bond PortfolioDetails of Bond Holdings
Est. annual
income ($)/
Curr. yield (%)
Maturing 2026
Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.

Adjusted
cost basis ($)/
Unreal. g/l ($)
245,000 245,000.00 99.999
433.62

3.80%

3.80% -2.45
03/11/2026 0.03 244,997.55 0.30%

3.82%
CFG COMMUNITY BANK MD 9,310.00 3.82%US RT 03.8000% MAT03/11/26 FIXED RATE CD/MD CD
2,000,000 1,989,860.00 99.923
8,350.00

0.90%

0.90% 8,600.00
03/11/2026 0.03 1,998,460.00 2.47%

2.87%
18,000.00 2.87%

NR/NR/NR
CHARLES SCHWAB CORP A2/A/ANTS 00.900% 031126DTD121120 FC031121CALL@MW+10BP 245,000 245,000.00 99.844
386.63

0.80%

0.80% -382.20
03/18/2026 0.05 244,617.80 0.30%

3.80%
BMO HARRIS BK NA IL US RT 1,960.00 3.80%00.8000% MAT 03/18/26FIXED RATE CD /IL CD
245,000 245,000.00 100.102
271.18

5.05%

5.04% 249.90
03/20/2026 0.05 245,249.90 0.30%

3.27%
AFFINITY PLUS MN US RT 12,372.50 3.27%05.0500% MAT 03/20/26LICU SHARE CERTIFICATE/MN CD
245,000 245,000.00 100.099
268.49

5.00%

5.00% 242.55
03/20/2026 0.05 245,242.55 0.30%

3.27%
VALLEYSTAR CR UN M VA 12,250.00 3.27%US RT 05.0000% MAT03/20/26 LICU SHARECERTIFICATE /VA CD
245,000 245,000.00 100.116
906.16

5.00%

4.99% 284.20
03/23/2026 0.06 245,284.20 0.30%

3.23%
TECHNOLOGY CREDIT CA US 12,250.00 3.23%RT 05.0000% MAT 03/23/26CREDIT UNION SHARE CERT/CA CD
245,000 245,000.00 100.067
5,269.18

5.00%

5.00% 164.15
03/24/2026 0.06 245,164.15 0.30%

3.94%
CIBC BANK ILLINOIS IL US RT 12,250.00 3.94%05.0000% MAT 03/24/26FIXED RATE CD /IL CD
Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 20 of 39 Consolidated report prepared for City of Glendora
Bond Holdingsas of February 28, 2026 (continued)Maturing 2026 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.

Adjusted
cost basis ($)/
Unreal. g/l ($)
245,000 245,000.00 99.791
942.41

0.90%

0.90% -512.05
03/25/2026 0.07 244,487.95 0.30%

3.83%
STATE BANK OF INDI NY US 2,205.00 3.83%RT 00.9000% MAT 03/25/26FIXED RATE CD /NY CD
2,000,000 2,000,000.00 99.790
8,750.00

1.05%

1.05% -4,200.00
03/30/2026 N/A 1,995,800.00 2.46%
N/A
21,000.00 N/A

NR/NR/NR
FHLB NTS 1.0500% DUE Aa1/NR/AA+033026 DTD 033021 FC09302021 245,000 245,000.00 99.762
178.55

0.95%

0.95% -583.10
03/31/2026 02/28/2026 N/A 244,416.90 0.30%
N/AN/A
100.00
BANKUNITED NA FLOR FL US 2,327.50RT 00.9500% MAT 03/31/26FIXED RATE CD /FL CD
245,000 245,000.00 99.637
172.17

0.95%

0.95% -889.35
04/16/2026 0.13 244,110.65 0.30%

3.72%
GREENSTATE CREDIT IA US 2,327.50 3.72%RT 00.9500% MAT 04/16/26FIXED RATE CD /IA CD
245,000 245,000.00 99.567
779.30

0.90%

0.90% -1,060.85
04/22/2026 0.14 243,939.15 0.30%

3.83%
TOYOTA FINL SVG BK NV US 2,205.00 3.83%RT 00.9000% MAT 04/22/26FIXED RATE CD /NV CD
2,000,000 2,000,000.00 99.906
2,861.11

0.50%

0.50% -1,880.00
05/15/2026 N/A 1,998,120.00 2.47%
N/A
10,000.00 N/A

NR/NR/NR
INTL FIN CORP NTS 00.500 % Aaa/NR/AAADUE 051526 DTD 052821 FC11152021 2,000,000 2,000,211.86 99.441
6,580.56

1.15%

1.16% -11,391.86
05/15/2026 04/15/2026 0.21 1,988,820.00 2.45%

3.74%3.74%
100.00
23,000.00

NR/NR/NR
UNITED HEALTH GROUP INC A2/A/A+01.150% 051526DTD051921 FC111521CALL@MW+07.50BP 245,000 245,000.00 99.139

68.47 0.85%

0.86% -2,109.45
06/16/2026 0.29 242,890.55 0.30%

3.75%
UBS BANK UT US RT 2,082.50 3.75%00.8500% MAT 06/16/26FIXED RATE CD /UT CD
245,000 245,000.00 99.897
1,429.73

3.55%

3.55% -252.35
06/30/2026 02/28/2026 0.33 244,747.65 0.30%

3.84%3.84%
100.00
ALLY BK UT US RT 03.5500% 8,697.50MAT 06/30/26 FIXED RATECD /UT CD
2,000,000 2,000,000.00 99.920
11,666.67

3.50%

3.50% -1,600.00
06/30/2026 03/30/2026 N/A 1,998,400.00 2.47%
N/AN/A
100.00
70,000.00

NR/NR/NR
FHLB BOND STEP-UP Aa1/NR/AA+3.5000% DUE 063026 DTD063021 FC 12302021 2,000,000 2,000,000.00 99.267
5,000.00

1.50%

1.51% -14,660.00
06/30/2026 N/A 1,985,340.00 2.45%
N/A
30,000.00 N/A

NR/NR/NR
FHLB NTS 1.5000% DUE Aa1/NR/AA+063026 DTD 063021 FC12302021Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 21 of 39 Consolidated report prepared for City of Glendora
Bond Holdingsas of February 28, 2026 (continued)Maturing 2026 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.

Adjusted
cost basis ($)/
Unreal. g/l ($)
245,000 245,000.00 98.953
281.92

0.70%

0.71% -2,565.15
07/01/2026 0.33 242,434.85 0.30%

3.82%
NEW YORK CMNTY BK NY 1,715.00 3.82%US RT 00.7000% MAT07/01/26 FIXED RATE CD /NY CD
1,000,000 968,385.25 98.882
437.50

1.05%

1.06% 20,434.75
08/13/2026 03/13/2026 0.45 988,820.00 1.22%

3.51%3.51%
100.00
10,500.00

NR/NR/NR
FHLB BOND 01.050 % DUE Aa1/NR/AA+081326 DTD 081321 FC02132022 245,000 245,000.00 98.657
144.99

0.80%

0.81% -3,290.35
08/13/2026 0.45 241,709.65 0.30%

3.77%
LIVE OAK BKG CO NC US RT 1,960.00 3.77%00.8000% MAT 08/13/26FIXED RATE CD /NC CD
2,000,000 2,000,000.00 98.640
127.78

1.15%

1.17% -27,200.00
08/26/2026 N/A 1,972,800.00 2.43%
N/A
23,000.00 N/A

NR/NR/NR
FHLB NTS 1.1500% DUE Aa1/NR/AA+082626 DTD 082621 FC02262022 2,000,000 2,000,000.00 98.583

58.33 1.05%

1.07% -28,340.00
08/27/2026 0.49 1,971,660.00 2.43%

3.94%
21,000.00 3.94%

NR/NR/NR
MORGAN STANLEY FIN LLC A1/A+/A01.050% 082726DTD082721 FC022722 MEDTERM NTS 2,000,000 2,000,000.00 98.455
7,833.33

0.94%

0.95% -30,900.00
09/28/2026 0.57 1,969,100.00 2.43%

3.63%
18,800.00 3.63%

NR/NR/NR
FFCB NTS 00.940 % DUE Aa1/AA+/AA+092826 DTD 092821 FC03282022 1,000,000 982,052.13 98.357
3,729.28

1.13%

1.14% 1,517.87
10/31/2026 0.65 983,570.00 1.21%

3.62%
11,250.00 3.62%

NR/NR/NR
US TSY NOTE 01.125 % DUE NR/AA+/NR10/31/26 DTD 10/31/21 FC04/30/22 245,000 245,000.00 98.097
741.04

1.15%

1.17% -4,662.35
11/24/2026 0.72 240,337.65 0.30%

3.78%
CAPITAL ONE BK USA VA US 2,817.50 3.78%RT 01.1500% MAT 11/24/26FIXED RATE CD /VA CD
245,000 245,000.00 98.097
741.04

1.15%

1.17% -4,662.35
11/24/2026 0.72 240,337.65 0.30%

3.78%
CAPITAL ONE NA VA US RT 2,817.50 3.78%01.1500% MAT 11/24/26FIXED RATE CD /VA CD
Total 2026 23,920,000 1.45% 06/23/2026 $346,097.50

1.46%

3.59%3.59%

0.33$23,860,509.24
$-109,650.44
$23,750,858.80
$68,409.43

29.30%
Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 22 of 39 Consolidated report prepared for City of Glendora
Bond Holdingsas of February 28, 2026 (continued)Maturing 2027 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.

Adjusted
cost basis ($)/
Unreal. g/l ($)
2,000,000 2,000,000.00 98.458
3,271.11

1.84%

1.87% -30,840.00
01/26/2027 0.89 1,969,160.00 2.43%

3.57%
36,800.00 3.57%

NR/NR/NR
FFCB BOND 01.840 % DUE Aa1/AA+/AA+012627 DTD 012622 FC07262022 2,000,000 2,000,000.00 98.328
1,780.00

1.78%

1.81% -33,440.00
02/10/2027 05/10/2026 0.93 1,966,560.00 2.43%

3.58%3.58%
100.00
35,600.00

NR/NR/NR
FHLB BOND 01.780 % DUE Aa1/NR/AA+021027 DTD 021022 FC08102022 245,000 245,000.00 98.046
308.10

1.70%

1.73% -4,787.30
02/18/2027 0.96 240,212.70 0.30%

3.74%
METRO CREDIT UNION MA 4,165.00 3.74%US RT 01.7000% MAT02/18/27 LICU SHARECERTIFICATE /MA CD
245,000 245,000.00 98.058
114.11

1.70%

1.73% -4,757.90
02/18/2027 0.96 240,242.10 0.30%

3.73%
PENTAGON FED CREDI VA US 4,165.00 3.73%RT 01.7000% MAT 02/18/27CREDIT UNION SHARE CERT/VA CD
3,215,000 3,075,098.40 98.494
538.51

2.01%

2.04% 91,483.70
02/25/2027 05/25/2026 0.97 3,166,582.10 3.91%

3.56%3.56%
100.00
64,621.50

NR/NR/NR
FHLB BOND 02.010 % DUE Aa1/NR/AA+022527 DTD 022522 FC08252022 245,000 245,230.80 98.278
2,403.01

2.00%

2.04% -4,449.70
03/02/2027 0.97 240,781.10 0.30%

3.76%
EAGLEMARK SVGS BK NV US 4,900.00 3.76%RT 02.0000% MAT 03/02/27FIXED RATE CD /NV CD
245,000 245,000.00 99.300
2,062.03

3.20%

3.22% -1,715.00
05/24/2027 1.19 243,285.00 0.30%

3.78%
DISCOVER BANK DE US RT 7,840.00 3.78%03.2000% MAT 05/24/27FIXED RATE CD /DE CD
245,000 245,000.00 101.187
410.12

4.70%

4.64% 2,908.15
06/15/2027 1.25 247,908.15 0.31%

3.76%
ESSENTIAL FED CRED LA US 11,515.00 3.76%RT 04.7000% MAT 06/15/27LICU SHARE CERTIFICATE /LA CD
245,000 245,000.00 99.350
283.60

3.25%

3.27% -1,592.50
06/15/2027 1.26 243,407.50 0.30%

3.76%
LAFAYETTE FED CRED MD US 7,962.50 3.76%RT 03.2500% MAT 06/15/27LICU SHARE CERTIFICATE/MD CD
245,000 245,000.00 99.861
720.23

3.70%

3.71% -340.55
07/30/2027 1.36 244,659.45 0.30%

3.80%
BANK HAPOALIM BM N NY 9,065.00 3.80%US RT 03.7000% MAT07/30/27 FIXED RATE CD /NY CD
245,000 245,000.00 99.793
710.50

3.65%

3.66% -507.15
07/30/2027 1.36 244,492.85 0.30%

3.80%
BANK OF AMERICA NA NC 8,942.50 3.80%US RT 03.6500% MAT07/30/27 FIXED RATE CD /NC CD
Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 23 of 39 Consolidated report prepared for City of Glendora
Bond Holdingsas of February 28, 2026 (continued)Maturing 2027 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.

Adjusted
cost basis ($)/
Unreal. g/l ($)
245,000 245,000.00 99.793
710.50

3.65%

3.66% -507.15
07/30/2027 1.36 244,492.85 0.30%

3.80%
WESTERN ALLIANCE B AZ US 8,942.50 3.80%RT 03.6500% MAT 07/30/27FIXED RATE CD /AZ CD
245,000 245,000.00 100.036
331.59

3.80%

3.80% 88.20
08/13/2027 1.41 245,088.20 0.30%

3.77%
TAB BANK INC UT US RT 9,310.00 3.77%03.8000% MAT 08/13/27FIXED RATE CD /UT CD
245,000 245,000.00 100.168
209.42

3.90%

3.89% 411.60
08/20/2027 1.43 245,411.60 0.30%

3.78%
BRIGHTSTAR CR UN FL US RT 9,555.00 3.78%03.9000% MAT 08/20/27LICU SHARE CERTIFICATE /FL CD
500,000 498,481.25 99.585

88.89 3.20%

3.21% -556.25
08/26/2027 1.44 497,925.00 0.61%

3.49%
16,000.00 3.49%

NR/NR/NR
FARMER MAC NTS 03.200 % NR/NR/NRDUE 082627 DTD 082922 FC02262023 245,000 245,000.00 100.313
671.23

4.00%

3.99% 766.85
09/03/2027 1.46 245,766.85 0.30%

3.79%
CONNEXUS CREDIT UN WI 9,800.00 3.79%US RT 04.0000% MAT09/03/27 LICU SHARECERTIFICATE /WI CD
200,000 200,000.00 99.611
527.40

3.85%

3.87% -778.57
09/15/2027 1.49 199,221.43 0.25%

4.11%
COMENITY BANK DE US RT 7,700.00 4.11%03.8500% MAT 09/15/27JUMBO CD - HELD AT UBS/DE CD
245,000 245,000.00 99.652
3,503.84

3.60%

3.61% -852.60
10/06/2027 1.52 244,147.40 0.30%

3.82%
MUTUALONE BANK MA US 8,820.00 3.82%RT 03.6000% MAT 10/06/27FIXED RATE CD /MA CD
245,000 245,000.00 99.688
459.12

3.60%

3.61% -764.40
10/12/2027 1.56 244,235.60 0.30%

3.80%
KEMBA FINL CREDIT OH US 8,820.00 3.80%RT 03.6000% MAT 10/12/27FIXED RATE CD /OH CD
245,000 245,000.00 99.732

24.50 3.65%

3.66% -656.60
10/27/2027 1.60 244,343.40 0.30%

3.82%
VIBRANT CREDIT UNI IL US RT 8,942.50 3.82%03.6500% MAT 10/27/27LICU SHARE CERTIFICATE /IL CD
245,000 245,000.00 100.081
568.53

3.85%

3.85% 198.45
11/08/2027 1.63 245,198.45 0.30%

3.80%
FARMERS & MERCHANT WI 9,432.50 3.80%US RT 03.8500% MAT11/08/27 FIXED RATE CD /WI CD
245,000 245,000.00 100.485
165.12

4.10%

4.08% 1,188.25
11/22/2027 1.66 246,188.25 0.30%

3.81%
WORKERS CREDIT UNI MA 10,045.00 3.81%US RT 04.1000% MAT11/22/27 LICU SHARECERTIFICATE /MA CD
Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 24 of 39 Consolidated report prepared for City of Glendora
Bond Holdingsas of February 28, 2026 (continued)Maturing 2027 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.

Adjusted
cost basis ($)/
Unreal. g/l ($)
Total 2027 12,080,000 2.51% 04/22/2027 $302,944.00

2.54%

3.65%3.65%

1.11$11,938,810.45
$10,499.53
$11,949,309.98
$19,861.47

14.74%
Maturing 2028
Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.

Adjusted
cost basis ($)/
Unreal. g/l ($)
500,000 0.00 99.950
885.42

3.75%

3.75% 499,750.00
02/11/2028 08/11/2026 1.86 499,750.00 0.62%

3.78%3.78%
100.00
18,750.00

NR/NR/NR
FHLB BOND 03.750 % DUE Aa1/NR/AA+021128 DTD 021126 FC08112026 245,000 245,000.00 99.990

77.53 3.85%

3.85% -24.50
02/25/2028 1.90 244,975.50 0.30%

3.86%
MORGAN STANLEY BK UT US 9,432.50 3.86%RT 03.8500% MAT 02/25/28FIXED RATE CD /UT CD
245,000 245,000.00 100.304
4,376.44

4.00%

3.99% 744.80
03/20/2028 1.92 245,744.80 0.30%

3.84%
GOLDMAN SACHS BANK NY 9,800.00 3.84%US RT 04.0000% MAT03/20/28 FIXED RATE CD /NY CD
245,000 245,000.00 100.046
199.69

4.25%

4.25% 112.70
03/21/2028 03/21/2026 0.06 245,112.70 0.30%

3.48%4.23%
100.00
AMER NATL BK OMA NE US 10,412.50RT 04.2500% MAT 03/21/28FIXED RATE CD /NE CD
245,000 245,000.00 100.133
839.04

5.00%

4.99% 325.85
04/03/2028 04/03/2026 0.09 245,325.85 0.30%

3.61%4.93%
100.00
ARBOR FINL CREDIT MI US RT 12,250.0005.0000% MAT 04/03/28FIXED RATE CD /MI CD
245,000 245,000.00 100.048
837.03

4.30%

4.30% 117.60
04/28/2028 02/28/2026 0.00 245,117.60 0.30%
-13.17%

4.28%
100.00
DIVERSIFIED MEMBER MI US 10,535.00RT 04.3000% MAT 04/28/28FIXED RATE CD /MI CD
245,000 245,000.00 100.133
706.81

3.90%

3.89% 325.85
05/01/2028 2.07 245,325.85 0.30%

3.84%
USF FED CREDIT UNI FL US RT 9,555.00 3.84%03.9000% MAT 05/01/28LICU SHARE CERTIFICATE /FL CD
1,500,000 1,494,995.25 100.066
16,308.33

3.80%

3.80% 5,994.75
05/15/2028 02/15/2028 1.87 1,500,990.00 1.85%

3.76%3.77%
100.00
57,000.00

NR/NR/NR
AMEREN ILL CO NTS B/E A1/NR/A03.800% 051528DTD052218 FC111518CALL@MW+15BP 500,000 499,366.75 99.807
3,565.97

3.25%

3.26% -331.75
06/09/2028 2.16 499,035.00 0.62%

3.34%
16,250.00 3.34%

NR/NR/NR
FHLB BOND 03.250 % DUE Aa1/NR/AA+060928 DTD 050818 FC12092018Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 25 of 39 Consolidated report prepared for City of Glendora
Bond Holdingsas of February 28, 2026 (continued)Maturing 2028 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.

Adjusted
cost basis ($)/
Unreal. g/l ($)
245,000 245,000.00 100.060
479.26

4.20%

4.20% 147.00
07/11/2028 03/11/2026 0.03 245,147.00 0.30%

2.37%4.17%
100.00
FIRST FED SVGS BK IN US RT 10,290.0004.2000% MAT 07/11/28FIXED RATE CD /IN CD
245,000 245,000.00 100.206
498.05

5.30%

5.29% 504.70
07/14/2028 04/14/2026 0.12 245,504.70 0.30%

3.66%5.21%
100.00
CY-FAIR FED CREDIT TX US 12,985.00RT 05.3000% MAT 07/14/28FIXED RATE CD /TX CD
245,000 245,000.00 102.660
369.18

5.00%

4.87% 6,517.00
07/17/2028 2.24 251,517.00 0.31%

3.83%
NEW ORLEANS FIREME LA US 12,250.00 3.83%RT 05.0000% MAT 07/17/28FIXED RATE CD /LA CD
245,000 0.00 99.700
372.53

3.70%

3.71% 244,265.00
08/14/2028 2.34 244,265.00 0.30%

3.83%
OKLAHOMA EDUCATORS OK 9,065.00 3.83%US RT 03.7000% MAT08/14/28 FIXED RATE CD /OK CD
500,000 493,165.41 98.828
516.23

2.88%

2.91% 974.59
08/15/2028 2.35 494,140.00 0.61%

3.37%
14,375.00 3.37%

NR/NR/NR
US TSY NOTE 02.875 % DUE Aa1/AA+/NR08/15/28 DTD 08/15/18 FC02/15/19 200,000 199,469.25 99.767
3,589.17

3.65%

3.66% 64.75
09/01/2028 06/01/2028 2.33 199,534.00 0.25%

3.75%3.75%
100.00
7,300.00

NR/NR/NR
PUB SVC ELEC & GAS CO A1/NR/A03.650% 090128DTD090718 FC030119CALL@MW+12.5BP 500,000 499,278.69 99.984
7,738.26

3.38%

3.38% 641.31
09/15/2028 2.38 499,920.00 0.62%

3.38%
16,875.00 3.38%

NR/NR/NR
US TSY NOTE 03.375 % DUE Aa1/AA+/AA+09/15/28 DTD 09/15/25 FC03/15/26 245,000 245,000.00 99.678
1,440.47

3.70%

3.71% -788.90
10/10/2028 2.47 244,211.10 0.30%

3.83%
DORT FINL CREDIT U MI US 9,065.00 3.83%RT 03.7000% MAT 10/10/28LICU SHARE CERTIFICATE /MI CD
2,000,000 1,997,682.37 100.293
26,153.85

3.50%

3.49% 8,177.63
10/15/2028 2.46 2,005,860.00 2.47%

3.38%
70,000.00 3.38%

NR/NR/NR
US TSY NOTE 03.500 % DUE Aa1/AA+/AA+10/15/28 DTD 10/15/25 FC04/15/26 245,000 244,735.91 99.387
3,238.03

3.60%

3.62% -1,237.76
10/17/2028 2.46 243,498.15 0.30%

3.84%
BMW BK OF NA NA UT US RT 8,820.00 3.84%03.6000% MAT 10/17/28FIXED RATE CD /UT CD
219,000 219,000.00 100.047
2,975.40

4.35%

4.35% 102.93
11/06/2028 03/06/2026 0.01 219,102.93 0.27%

1.87%4.33%
100.00
FIRST GTY BK HAMMO LA US 9,526.50RT 04.3500% MAT 11/06/28FIXED RATE CD /LA CD
Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 26 of 39 Consolidated report prepared for City of Glendora
Bond Holdingsas of February 28, 2026 (continued)Maturing 2028 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.

Adjusted
cost basis ($)/
Unreal. g/l ($)
500,000 495,704.47 99.340
4,532.11

3.13%

3.15% 995.53
11/15/2028 2.55 496,700.00 0.61%

3.38%
15,625.00 3.38%

NR/NR/NR
US TSY NOTE 03.125 % DUE Aa1/AA+/NR11/15/28 DTD 11/15/18 FC05/15/19 1,000,000 0.00 99.997
6,966.67

3.80%

3.80% 999,970.00
12/22/2028 12/22/2026 0.79 999,970.00 1.23%

3.80%3.80%
100.00
38,000.00

NR/NR/NR
FARMER MAC MED TERM NR/NR/NRNTS 03.800 % DUE 122228DTD 122225 FC 06222026 245,000 245,000.00 100.044
132.57

3.95%

3.95% 107.80
12/22/2028 06/23/2026 0.31 245,107.80 0.30%

3.81%3.93%
100.00
REGENT BK OK US RT 9,677.5003.9500% MAT 12/22/28FIXED RATE CD /OK CD
Total 2028 10,604,000 3.75% 08/06/2028 $397,839.00

3.75%

3.74%3.16%

1.75 $8,838,398.10
$1,767,456.88
$10,605,854.98
$86,798.03

13.08%
Maturing 2029
Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.

Adjusted
cost basis ($)/
Unreal. g/l ($)
245,000 243,750.40 99.933
408.11

3.80%

3.80% 1,085.45
01/12/2029 2.71 244,835.85 0.30%

3.82%
GUARANTY BK MO US RT 9,310.00 3.82%03.8000% MAT 01/12/29FIXED RATE CD /MO CD
1,000,000 993,985.50 101.290

0.00 4.65%

4.59% 18,914.50
02/01/2029 02/01/2028 N/A 1,012,900.00 1.25%
N/AN/A
100.00
46,530.00

NR/NR/NR
US BANCORP NTS B/E A3/A/A04.653% 020129DTD020123 FC080123 245,000 244,987.75 100.768
605.45

4.10%

4.07% 1,893.85
02/06/2029 2.76 246,881.60 0.30%

3.82%
WELLS FARGO BK NA SD US 10,045.00 3.82%RT 04.1000% MAT 02/06/29FIXED RATE CD /SD CD
1,000,000 1,000,004.07 100.449
19,251.39

4.18%

4.16% 4,485.93
03/12/2029 03/12/2027 0.99 1,004,490.00 1.24%

3.73%4.02%
100.00
41,750.00

NR/NR/NR
FEDERAL HOME LN BANK Aa1/NR/AA+NTS 04.175 % DUE 031229DTD 031225 FC 09122025 1,000,000 975,045.25 98.684
12,097.22

3.35%

3.39% 11,794.75
04/18/2029 2.91 986,840.00 1.22%

3.80%
33,500.00 3.80%

NR/NR/NR
JOHN DEERE CPTL CORP A1/A+/A03.350% 041829DTD041822 FC101822 MEDTERM NTS 650,000 648,380.25 99.913
8,666.67

4.00%

4.00% 1,054.25
04/30/2029 04/30/2026 2.91 649,434.50 0.80%

4.03%4.03%
100.00
26,000.00

NR/NR/NR
FHLMC NTS 04.000 % DUE Aa1/AA+/AA+043029 DTD 043025 FC10302025Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 27 of 39 Consolidated report prepared for City of Glendora
Bond Holdingsas of February 28, 2026 (continued)Maturing 2029 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.

Adjusted
cost basis ($)/
Unreal. g/l ($)
1,000,000 984,595.25 100.377
11,444.44

4.00%

3.98% 19,174.75
05/15/2029 03/15/2029 2.79 1,003,770.00 1.24%

3.87%3.87%
100.00
40,000.00

NR/NR/NR
UNITED HEALTH GROUP INC A2/A/A+04.000% 051529DTD052022 FC111522CALL@MW+20BP 470,000 442,604.25 98.388
4,073.33

3.25%

3.30% 19,819.35
05/22/2029 02/22/2029 3.01 462,423.60 0.57%

3.78%3.78%
100.00
15,275.00

NR/NR/NR
CHARLES SCHWAB CORP B/E A2/A/A03.250% 052229DTD052219 FC112219 1,000,000 971,415.25 98.030
7,097.22

3.50%

3.57% 8,884.75
06/15/2029 03/15/2029 3.05 980,300.00 1.21%

4.14%4.14%
100.00
35,000.00

NR/NR/NR
PACIFICORP B/E 03.500% A3/NR/BBB+061529 DTD030119FC061519 CALL@MW+15BP 500,000 499,085.25 101.939
3,646.53

4.45%

4.37% 10,609.75
06/29/2029 3.06 509,695.00 0.63%

3.82%
22,250.00 3.82%

NR/NR/NR
TOYOTA MOTOR CREDIT A1/A+/A+CORP 04.450% 062929DTD063022 FC122922CALL@MW+20BP 2,000,000 1,999,005.25 100.446
9,543.33

4.09%

4.07% 9,914.75
07/16/2029 07/16/2027 1.33 2,008,920.00 2.48%

3.75%3.95%
100.00
81,800.00

NR/NR/NR
FFCB BOND 04.090 % DUE Aa1/AA+/AA+071629 DTD 071625 FC01162026 500,000 500,004.67 100.002
10,464.17

4.33%

4.33% 5.33
09/04/2029 03/04/2026 0.01 500,010.00 0.62%

4.14%4.33%
100.00
21,650.00

NR/NR/NR
FARMER MAC MED TERM NR/NR/NRNTS 04.330 % DUE 090429DTD 090425 FC 03042026 245,000 240,222.50 99.094
3,769.64

3.60%

3.63% 2,557.80
09/25/2029 3.27 242,780.30 0.30%

3.87%
AMER EXPRESS NATL UT US 8,820.00 3.87%RT 03.6000% MAT 09/25/29FIXED RATE CD /UT CD
1,000,000 984,716.19 100.227
14,519.23

3.50%

3.49% 17,553.81
09/30/2029 3.29 1,002,270.00 1.24%

3.43%
35,000.00 3.43%

NR/NR/NR
US TSY NOTE 03.500 % DUE Aa1/AA+/AA+09/30/29 DTD 09/30/24 FC03/31/25 3,000,000 2,973,745.75 100.609
48,600.00

4.05%

4.03% 44,524.25
10/04/2029 09/04/2029 3.19 3,018,270.00 3.72%

3.86%3.87%
100.00
121,500.00

NR/NR/NR
ACCENTURE CAPITAL INC Aa3/WD/AA04.050% 100429DTD100424 FC040425CALL@MW+10BP 1,000,000 991,647.22 101.914
13,259.67

4.00%

3.92% 27,492.78
10/31/2029 3.35 1,019,140.00 1.26%

3.44%
40,000.00 3.44%

NR/NR/NR
US TSY NOTE 04.000 % DUE Aa1/AA+/AA+10/31/29 DTD 10/31/22 FC04/30/23 1,000,000 983,770.88 102.340
13,674.03

4.13%

4.03% 39,629.12
10/31/2029 3.34 1,023,400.00 1.26%

3.44%
41,250.00 3.44%

NR/NR/NR
US TSY NOTE 04.125 % DUE Aa1/AA+/AA+10/31/29 DTD 10/31/24 FC04/30/25Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 28 of 39 Consolidated report prepared for City of Glendora
Bond Holdingsas of February 28, 2026 (continued)Maturing 2029 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.

Adjusted
cost basis ($)/
Unreal. g/l ($)
500,000 500,504.72 102.323
7,556.25

4.65%

4.54% 11,110.28
11/01/2029 10/01/2029 3.23 511,615.00 0.63%

3.95%3.96%
100.00
23,250.00

NR/NR/NR
ONCOR ELEC DELIVERY CO A2/A/A04.650% 110129DTD111324 FC050125CALL@MW+10BP 245,000 244,510.00 100.564
2,691.31

4.05%

4.03% 1,871.80
11/21/2029 3.40 246,381.80 0.30%

3.88%
SALLIE MAE BANK UT US RT 9,922.50 3.88%04.0500% MAT 11/21/29FIXED RATE CD /UT CD
1,000,000 998,380.50 103.378
12,619.17

4.78%

4.63% 35,399.50
11/23/2029 3.36 1,033,780.00 1.28%

3.80%
47,820.00 3.80%

NR/NR/NR
ST STREET BK & TR CO NTS Aa2/AA/AA04.782% 112329DTD112524 FC052325 B/E 245,000 245,000.00 100.735
2,586.93

4.10%

4.07% 1,800.75
11/26/2029 3.41 246,800.75 0.30%

3.88%
STATE BK IL US RT 04.1000% 10,045.00 3.88%MAT 11/26/29 FIXED RATECD /IL CD
1,500,000 1,490,677.13 101.492
14,371.57

3.88%

3.82% 31,702.87
11/30/2029 3.44 1,522,380.00 1.88%

3.45%
58,125.00 3.45%

NR/NR/NR
US TSY NOTE 03.875 % DUE Aa1/AA+/NR11/30/29 DTD 11/30/22 FC05/31/23 1,017,000 994,218.09 101.504
6,422.97

3.88%

3.82% 38,077.59
12/31/2029 3.52 1,032,295.68 1.27%

3.45%
39,408.75 3.45%

NR/NR/NR
US TSY NOTE 03.875 % DUE Aa1/AA+/AA+12/31/29 DTD 12/31/22 FC06/30/23 Total 2029 20,362,000 4.02% 08/13/2029 $818,251.25

3.99%

3.78%3.74%

2.81$20,150,256.12
$359,357.96
$20,509,614.08
$227,368.64

25.30%
Maturing 2030
Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.

Adjusted
cost basis ($)/
Unreal. g/l ($)
1,000,000 1,000,004.60 100.206
5,125.00

4.50%

4.49% 2,055.40
01/17/2030 07/17/2026 0.38 1,002,060.00 1.24%

3.94%4.44%
100.00
45,000.00

NR/NR/NR
FHLB NTS 04.500 % DUE Aa1/NR/AA+011730 DTD 071725 FC01172026 500,000 499,615.25 102.782
2,436.39

5.01%

4.88% 14,294.75
01/23/2030 01/23/2029 2.67 513,910.00 0.63%

3.99%4.23%
100.00
25,060.00

NR/NR/NR
JPMORGAN CHASE & CO A1/AA-/ANTS 05.012% 012330DTD012324 FC072324CALL@MW+20BPIncludes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 29 of 39 Consolidated report prepared for City of Glendora
Bond Holdingsas of February 28, 2026 (continued)Maturing 2030 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.

Adjusted
cost basis ($)/
Unreal. g/l ($)
500,000 464,875.25 94.940
956.25

2.55%

2.69% 9,824.75
02/01/2030 11/01/2029 3.67 474,700.00 0.59%

3.95%3.95%
100.00
12,750.00

NR/NR/NR
SOUTHERN CALIF GAS CO Aa3/AA-/A02.550% 020130DTD010920CALL@MW+15BP 245,000 244,938.75 100.003
853.14

4.10%

4.10% 68.60
02/27/2030 02/28/2026 3.68 245,007.35 0.30%

4.10%4.10%
100.00
TRUXTON TR CO NASH TN 10,045.00US RT 04.1000% MAT02/27/30 FIXED RATE CD /TN CD
1,000,000 919,485.25 93.841
11,062.50

2.25%

2.40% 18,924.75
03/01/2030 12/01/2029 3.73 938,410.00 1.16%

3.92%3.92%
100.00
22,500.00

NR/NR/NR
DTE ELEC CO B/E 02.250% Aa3/A+/A030130 DTD022620CALL@MW+15BP 1,000,000 1,000,004.32 100.511
20,783.33

4.30%

4.28% 5,105.68
03/04/2030 03/04/2027 0.96 1,005,110.00 1.24%

3.78%4.16%
100.00
43,000.00

NR/NR/NR
FNMA NTS 04.300 % DUE Aa1/AA+/AA+030430 DTD 031225 FC09042025 500,000 485,050.25 97.336
6,815.97

3.25%

3.34% 1,629.75
03/27/2030 12/27/2029 3.72 486,680.00 0.60%

3.96%3.96%
100.00
16,250.00

NR/NR/NR
ARCHER DANIELS MIDLAND A2/A/A03.250% 032730DTD032720 FC092720 COCALL@MW+40BP 1,000,000 1,001,237.75 101.872
16,333.33

4.00%

3.93% 17,482.25
04/01/2030 3.69 1,018,720.00 1.26%

3.50%
40,000.00 3.50%

NR/NR/NR
FFCB BOND 04.000 % DUE Aa1/AA+/AA+040130 DTD 040125 FC10012025 245,000 240,525.91 99.007
735.00

3.65%

3.69% 2,041.24
04/29/2030 3.84 242,567.15 0.30%

3.91%
CELTIC BK UT US RT 8,942.50 3.91%03.6500% MAT 04/29/30FIXED RATE CD /UT CD
1,000,000 1,000,004.61 100.074
13,057.78

4.52%

4.52% 735.39
05/14/2030 05/14/2026 0.21 1,000,740.00 1.23%

4.12%4.50%
100.00
45,200.00

NR/NR/NR
FFCB BOND 04.520 % DUE Aa1/AA+/AA+051430 DTD 051425 FC11142025 1,000,000 986,458.38 101.063
9,271.98

3.75%

3.71% 24,171.62
05/31/2030 3.87 1,010,630.00 1.25%

3.48%
37,500.00 3.48%

NR/NR/NR
US TSY NOTE 03.750 % DUE Aa1/AA+/AA+05/31/30 DTD 05/31/23 FC11/30/23 1,000,000 889,135.25 90.677
3,541.67

1.50%

1.65% 17,634.75
06/03/2030 03/03/2030 4.04 906,770.00 1.12%

3.89%3.89%
100.00
15,000.00

NR/NR/NR
AMAZON.COM INC B/E A1/AA-/AA01.500% 060330DTD060320CALL@MW+15BP 245,000 245,000.00 100.080
7,347.99

4.45%

4.45% 196.00
06/27/2030 06/27/2026 0.32 245,196.00 0.30%

4.08%4.42%
100.00
TRUIST BK NC US RT 10,902.5004.4500% MAT 06/27/30FIXED RATE CD /NC CD
Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 30 of 39 Consolidated report prepared for City of Glendora
Bond Holdingsas of February 28, 2026 (continued)Maturing 2030 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.

Adjusted
cost basis ($)/
Unreal. g/l ($)
245,000 245,000.00 100.036
253.73

4.20%

4.20% 88.20
08/19/2030 03/19/2026 0.05 245,088.20 0.30%

3.54%4.19%
100.00
CENTRAL BK AR US RT 10,290.0004.2000% MAT 08/19/30FIXED RATE CD /AR CD
245,000 245,000.00 100.066
4,913.42

4.00%

4.00% 161.70
08/29/2030 08/29/2027 1.41 245,161.70 0.30%

3.95%3.98%
100.00
MORGAN STANLEY PRI NY 9,800.00US RT 04.0000% MAT08/29/30 FIXED RATE CD /NY CD
245,000 243,285.00 98.811
3,750.18

3.70%

3.74% -1,198.05
09/30/2030 03/31/2026 4.08 242,086.95 0.30%

3.98%3.98%
100.00
JPMORGAN CHASE BK DE US 9,065.00RT 03.7000% MAT 09/30/30FIXED RATE CD /DE CD
500,000 447,160.25 90.090
3,470.83

1.70%

1.89% 3,289.75
10/01/2030 07/01/2030 4.30 450,450.00 0.56%

4.09%4.09%
100.00
8,500.00

NR/NR/NR
SAN DIEGO G & E B/E A1/A/A01.700% 100130DTD092820 FC040121CALL@MW+20BP 245,000 245,000.00 98.592
3,407.18

3.60%

3.65% -3,449.60
10/10/2030 4.15 241,550.40 0.30%

3.93%
OCEANAIR FED CREDI CA US 8,820.00 3.93%RT 03.6000% MAT 10/10/30FIXED RATE CD /CA CD
245,000 244,877.50 99.211
3,372.95

3.75%

3.78% -1,810.55
10/17/2030 4.15 243,066.95 0.30%

3.94%
FIRST FEDERAL BANK FL US 9,187.50 3.94%RT 03.7500% MAT 10/17/30FIXED RATE CD /FL CD
245,000 244,020.42 98.971
3,068.88

3.60%

3.64% -1,541.47
10/24/2030 4.19 242,478.95 0.30%

3.84%
SYNCHRONY BANK UT US RT 8,820.00 3.84%03.6000% MAT 10/24/30FIXED RATE CD /UT CD
1,000,000 998,849.00 100.512
12,016.58

3.63%

3.61% 6,271.00
10/31/2030 4.21 1,005,120.00 1.24%

3.50%
36,250.00 3.50%

NR/NR/NR
US TSY NOTE 03.625 % DUE Aa1/AA+/AA+10/31/30 DTD 10/31/25 FC04/30/26 500,000 497,177.13 99.969
4,326.92

3.50%

3.50% 2,667.87
11/30/2030 4.31 499,845.00 0.62%

3.51%
17,500.00 3.51%

NR/NR/NR
US TSY NOTE 03.500 % DUE Aa1/AA+/AA+11/30/30 DTD 11/30/25 FC05/31/26 Total 2030 12,705,000 3.58% 05/24/2030 $450,382.50

3.60%

3.95%3.82%

2.87$12,386,704.87
$118,643.78
$12,505,348.65
$136,900.98

15.43%
Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 31 of 39 Consolidated report prepared for City of Glendora
Bond Holdingsas of February 28, 2026 (continued)Maturing 2031 Effective rating/
Underlying rating
(Mdy/Fitch/S&P) Quantity Coupon
Effective
maturity
Call date/
Call price ($)
Est. annual
income ($)/
Curr. yield (%)
YTM (%)/
YTW (%)
Modified
duration
Market
price ($)
Mkt. value ($)/
Accr. interest ($)
% of
bond
port.

Adjusted
cost basis ($)/
Unreal. g/l ($)
500,000 0.00 98.250
2,456.25

3.93%

4.00% 491,250.00
01/13/2031 01/13/2028 4.36 491,250.00 0.61%

4.33%4.33%
100.00
19,650.00

NR/NR/NR
FARMER MAC MED TERM NR/NR/NRNTS 03.930 % DUE 011331DTD 011326 FC 07132026 1,000,000 999,755.25 100.203
4,275.00

4.05%

4.04% 2,274.75
01/15/2031 01/15/2027 0.85 1,002,030.00 1.24%

3.81%4.00%
100.00
40,500.00

NR/NR/NR
FNMA NTS 04.050 % DUE Aa1/AA+/AA+011531 DTD 012026 FC07152026 245,000 0.00 99.356
408.11

3.80%

3.82% 243,422.20
02/12/2031 4.50 243,422.20 0.30%

3.94%
MEDALLION BK UT US RT 9,310.00 3.94%03.8000% MAT 02/12/31FIXED RATE CD /UT CD
Total 2031 1,745,000 3.98% 01/19/2031 $69,460.00

4.00%

4.09%3.98%

2.35 $999,755.25
$736,946.95
$1,736,702.20
$7,139.36

2.14%
Effective rating/
Underlying rating
(Mdy/Fitch/S&P)
Mkt. value ($)/
Accr. interest ($)
Adjusted
cost basis ($)/
Unreal. g/l ($)
Call date/
Coupon Call price ($)
Modified
duration
YTM (%)/
YTW (%)
Est. annual
income ($)/
Quantity Curr. yield (%)
Effective
maturity
% of
bond
port.

Market
price ($)

3.75%3.63%
05/16/2028 N/A 1.88$78,174,434.03 N/A $81,057,688.69
$2,883,254.66
81,416,000

2.94% $546,477.91 Total Bond Portfolio 2.94% $2,384,974.25 100% $81,604,166.60
Includes all fixed-rate securities in the selected portfolio. Average yields and durations exclude Structured Product, Pass-Through, Perpetual Preferred, and Foreign securities.Accrued interest, if any, has been included in the total market value.Report created on: March 16, 2026 Page 32 of 39 Important Information About This Report Disclosures Applicable to Accounts at UBS Financial Services Inc.

This section contains important disclosures regarding the information and valuations presented here. Allinformation presented is subject to change at any time and is provided only as of the date indicated. Theinformation in this report is for informational purposes only and should not be relied upon as the basis of aninvestment or liquidation decision. UBS FS account statements and official tax documents are the only officialrecord of your accounts and are not replaced, amended or superseded by any of the information presented inthese reports. You should not rely on this information in making purchase or sell decisions, for tax purposes orotherwise.UBS FS offers a number of investment advisory programs to clients, acting in our capacity as an investmentadviser, including fee-based financial planning, discretionary account management, non-discretionary investmentadvisory programs, and advice on the selection of investment managers and mutual funds offered through ourinvestment advisory programs. When we act as your investment adviser, we will have a written agreement withyou expressly acknowledging our investment advisory relationship with you and describing our obligations toyou. At the beginning of our advisory relationship, we will give you our Form ADV brochure(s) for the program(s)you selected that provides detailed information about, among other things, the advisory services we provide, ourfees, our personnel, our other business activities and financial industry affiliations and conflicts between ourinterests and your interests.In our attempt to provide you with the highest quality information available, we have compiled this report usingdata obtained from recognized statistical sources and authorities in the financial industry. While we believe thisinformation to be reliable, we cannot make any representations regarding its accuracy or completeness. Pleasekeep this guide as your Advisory Review.Please keep in mind that most investment objectives are long term. Although it is important to evaluate yourportfolio's performance over multiple time periods, we believe the greatest emphasis should be placed on thelonger period returns.Please review the report content carefully and contact your Financial Advisor with any questions.Client Accounts: This report may include all assets in the accounts listed and may include eligible and ineligibleassets in a fee-based program. Since ineligible assets are not considered fee-based program assets, the inclusionof such securities will distort the actual performance of your accounts and does not reflect the performance ofyour accounts in the fee-based program. As a result, the performance reflected in this report can varysubstantially from the individual account performance reflected in the performance reports provided to you aspart of those programs. For fee-based programs, fees are charged on the market value of eligible assets in theaccounts and assessed quarterly in advance, prorated according to the number of calendar days in the billingperiod. When shown on a report, the risk profile and return objectives describe your overall goals for theseaccounts. For each account you maintain, you choose one return objective and a primary risk profile. If you havequestions regarding these objectives or wish to change them, please contact your Financial Advisor to updateyour account records.Performance: This report presents account activity and performance depending on which inception type you'vechosen. The two options are: (1) All Assets (Since Performance Start): This presents performance for all assetssince the earliest possible date; (2) Advisory Assets (Advisory Strategy Start) for individual advisory accounts: Thispresents Advisory level performance since the Latest Strategy Start date; If an account that has never beenmanaged is included in the consolidated report, the total performance of that unmanaged account will beincluded since inception.

Time-weighted Returns for accounts / SWP/AAP sleeves (Monthly periods): The report displays a timeweighted rate of return (TWR) that is calculated using the Modified Dietz Method. This calculation uses thebeginning and ending portfolio values for the month and weighs each contribution/withdrawal based upon theday the cash flow occurred. Periods greater than one month are calculated by linking the monthly returns. TheTWR gives equal weighting to every return regardless of amount of money invested, so it is an effective measurefor returns on a fee based account. All periods shown which are greater than 12 months are annualized. Thisapplies to all performance for all assets before 09/30/2010, Advisory assets before 12/31/2010 and SWP sleevesbefore 04/30/2018.Time-weighted Returns for accounts / SWP/AAP sleeves (Daily periods): The report displays a timeweighted rate of return (TWR) that is calculated by dividing the portfolio's daily gain/loss by the previous day'sclosing market value plus the net value of cash flows that occurred during the day, if it was positive. The TWRgives equal weighting to every return regardless of amount of money invested, so it is an effective measure forreturns on a fee based account. Periods greater than one day are calculated by linking the daily returns. Allperiods shown which are greater than 12 months are annualized. For reports generated prior to 01/26/2018, theperformance calculations used the account's end of day value on the performance inception (listed in the reportunder the column "ITD") and all cash flows were posted at end of day. As a result of the change, the overallrate of return (TWR) and beginning market value displayed can vary from prior generated reports. This applies toall performance for all assets on or after 09/30/2010, Advisory assets on or after 12/31/2010, SWP/AAP sleeveson or after 04/30/2018 as well as all Asset Class and Security level returns.Money-weighted returns: Money-weighted return (MWR) is a measure of the rate of return for an asset orportfolio of assets. It is calculated by finding the daily Internal Rate of Return (IRR) for the period and thencompounding this return by the number of days in the period being measured. The MWR incorporates the sizeand timing of cash flows, so it is an effective measure of returns on a portfolio.Annualized Performance: All performance periods greater than one year are calculated (unless otherwisestated) on an annualized basis, which represents the return on an investment multiplied or divided to give acomparable one year return.Cumulative Performance: A cumulative return is the aggregate amount that an investment has gained or lostover time, independent of the period of time involved.Net of Fees and Gross of Fees Performance: Performance is presented on a "net of fees" and "gross offees" basis, where indicated. Net returns do not reflect Program and wrap fees prior to 10/31/10 for accountsthat are billed separately via invoice through a separate account billing arrangement. Gross returns do not reflectthe deduction of fees, commissions or other charges. The payment of actual fees and expenses will reduce aclient's return. The compound effect of such fees and expenses should be considered when reviewing returns.For example, the net effect of the deduction of fees on annualized performance, including the compoundedeffect over time, is determined by the relative size of the fee and the account's investment performance. Itshould also be noted that where gross returns are compared to an index, the index performance also does notreflect any transaction costs, which would lower the performance results. Market index data maybe subject toreview and revision.Benchmark/Major Indices: The past performance of an index is not a guarantee of future results. Anybenchmark is shown for informational purposes only and relates to historical performance of market indices andnot the performance of actual investments. Although most portfolios use indices as benchmarks, portfolios areactively managed and generally are not restricted to investing only in securities in the index. As a result, your Report created on: March 16, 2026 Page 33 of 39
Disclosures Applicable to Accounts at UBS Financial Services Inc. (continued) portfolio holdings and performance may vary substantially from the index. Each index reflects an unmanageduniverse of securities without any deduction for advisory fees or other expenses that would reduce actualreturns, as well as the reinvestment of all income and dividends. An actual investment in the securities includedin the index would require an investor to incur transaction costs, which would lower the performance results.Indices are not actively managed and investors cannot invest directly in the indices. Market index data maybesubject to review and revision. The benchmark index is selected from among the indices for which UBSFS haslicensing agreements with the index provider. UBSFS does not have licensing agreements for all available indices.The benchmarks may vary from those used by the Money Manager or those listed in the prospectus. Further,there is no guarantee that an investor's account will meet or exceed the stated benchmark. Index performanceinformation has been obtained from third parties deemed to be reliable. We have not independently verified thisinformation, nor do we make any representations or warranties to the accuracy or completeness of thisinformation.Blended Index - For Advisory accounts, Blended Index is designed to reflect the asset categories in which youraccount is invested. For Brokerage accounts, you have the option to select any benchmark from the list.For certain products, the blended index represents the investment style corresponding to your client targetallocation. If you change your client target allocation, your blended index will change in step with your changeto your client target allocation.Blended Index 2 - 8 - are optional indices selected by you which may consist of a blend of indexes. For advisoryaccounts, these indices are for informational purposes only. Depending on the selection, the benchmark selectedmay not be an appropriate basis for comparison of your portfolio based on its holdings.For alternative investments and strategies that are highly customized, such as Concentrated Equity Solutions(CES), benchmarks are broad market indices included for general reference and are not intended to showcomparative market performance or potential portfolios with risk or return profiles similar to your account.Benchmark indices are shown for illustrative purposes only.Custom Time Periods: If represented on this report, the performance start date and the performance end datehave been selected by your Financial Advisor in order to provide performance and account activity informationfor your account for the specified period of time only. As a result, only a portion of your account's activity andperformance information is presented in the performance report, and, therefore, presents a distortedrepresentation of your account's activity and performance.Net Deposits/Withdrawals: When shown on a report, this information represents the net value of all cash andsecurities contributions and withdrawals, program fees (including wrap fees) and other fees added to orsubtracted from your accounts from the first day to the last day of the period including assets transferred to orfrom other UBS accounts. When fees are shown separately, net deposits / withdrawals does not include programfees (including wrap fees). When investment return is displayed net deposits / withdrawals does not includeprogram fees (including wrap fees). For security contributions and withdrawals, securities are calculated usingthe end of day UBS FS price on the day securities are delivered in or out of the accounts. Wrap fees will beincluded in this calculation except when paid via an invoice or through a separate accounts billing arrangement.When shown on Client summary and/or Portfolio review report, program fees (including wrap fees) may not beincluded in net deposits/withdrawals. PACE Program fees paid from sources other than your PACE account aretreated as a contribution. A PACE Program Fee rebate that is not reinvested is treated as a withdrawal.Net Deposits/Withdrawals (external): When shown on a report, this information represents the net value of all cash and securities contributions and withdrawals, program fees (including wrap fees) and other fees addedto or subtracted from your accounts from the first day to the last day of the period, excluding assets transferredto or from other UBS accounts after 12/31/2010. When fees are shown separately, net deposits / withdrawalsdoes not include program fees (including wrap fees). When investment return is displayed net deposits /withdrawals does not include program fees (including wrap fees). For security contributions and withdrawals,securities are calculated using the end of day UBS FS price on the day securities are delivered in or out of theaccounts. Wrap fees will be included in this calculation except when paid via an invoice or through a separateaccounts billing arrangement. When shown on Client summary and/or Portfolio review report, program fees(including wrap fees) may not be included in net deposits/withdrawals. PACE Program fees paid from sourcesother than your PACE account are treated as a contribution. A PACE Program Fee rebate that is not reinvested istreated as a withdrawal.Deposits: When shown on a report, this information represents the net value of all cash and securitiescontributions added to your accounts from the first day to the last day of the period, including assets transferredfrom other UBS accounts. On Client Summary Report and/or Portfolio Review Report, this may exclude theOpening balance. For security contributions, securities are calculated using the end of day UBS FS price on theday securities are delivered in or out of the accounts.Deposits (external): When shown on a report, this information represents the net value of all cash andsecurities contributions added to your accounts from the first day to the last day of the period, excluding assetstransferred from other UBS accounts after 12/31/2010. On Client Summary Report and/or Portfolio ReviewReport, this may exclude the Opening balance. For security contributions, securities are calculated using the endof day UBS FS price on the day securities are delivered in or out of the accounts.Withdrawals: When shown on a report, this information represents the net value of all cash and securitieswithdrawals subtracted from your accounts from the first day to the last day of the period, including assettransferred to other UBS accounts. On Client summary and/or portfolio review report Withdrawals may notinclude program fees (including wrap fees). For security withdrawals, securities are calculated using the end ofday UBS FS price on the day securities are delivered in or out of the accounts.Withdrawals (external): When shown on a report, this information represents the net value of all cash andsecurities withdrawals subtracted from your accounts from the first day to the last day of the period, excludingassets transferred to other UBS accounts after 12/31/2010. On Client summary and/or portfolio review reportWithdrawals may not include program fees (including wrap fees). For security withdrawals, securities arecalculated using the end of day UBS FS price on the day securities are delivered in or out of the accounts.Net Transfers (Internal): When shown on a report, this information represents the net value of all cash andsecurities transferred between your UBS accounts from the first day to the last day of the period.Transfers In (Internal): When shown on a report, this information represents the net value of all cash andsecurities transferred to your UBS accounts from the first day to the last day of the period.Transfers Out (Internal): When shown on a report, this information represents the net value of all cash andsecurities transferred from your UBS accounts from the first day to the last day of the period.Dividends/Interest: Dividend and interest earned, when shown on a report, does not include income onsecurities that have been lent out & does not reflect your account's tax status or reporting requirements. Useonly official tax reporting documents (i.e. 1099) for tax reporting purposes. The classification of private Report created on: March 16, 2026 Page 34 of 39
Disclosures Applicable to Accounts at UBS Financial Services Inc. (continued) investment distributions can only be determined by referring to the official year-end tax-reporting documentprovided by the issuer.Change in Accrued Interest: When shown on a report, this information represents the difference between theaccrued interest at the beginning of the period from the accrued interest at the end of the period.Change in Value: Represents the change in value of the portfolio during the reporting period, excludingadditions/withdrawals, dividend and interest income earned and accrued interest. Change in Value may includeprograms fees (including wrap fees) and other fees.Fees: Fees represented in this report include program and wrap fees. Program and wrap fees prior to October 1,2010 for accounts that are billed separately via invoice through a separate account billing arrangement are notincluded in this report.Performance Start Date Changes: The Performance Start Date for accounts marked with a '^' have changed.Performance figures of an account with a changed Performance Start Date may not include the entire history ofthe account. The new Performance Start Date will generate performance returns and activity information for ashorter period than is available at UBS FS. As a result, the overall performance of these accounts may generatebetter performance than the period of time that would be included if the report used the inception date of theaccount. UBS FS recommends reviewing performance reports that use the inception date of the account becausereports with longer time frames are usually more helpful when evaluating investment programs and strategies.Performance reports may include accounts with inception dates that precede the new Performance Start Dateand will show performance and activity information from the earliest available inception date.The change in Performance Start Date may be the result of a performance gap due to a zero-balance thatprevents the calculation of continuous returns from the inception of the account. The Performance Start Datemay also change if an account has failed one of our performance data integrity tests. In such instances, theaccount will be labeled as 'Review Required' and performance prior to that failure will be restricted. Finally, thePerformance Start Date will change if you have explicitly requested a performance restart. Please contact yourFinancial Advisor for additional details regarding your new Performance Start Date.Closed Account Performance: Accounts that have been closed may be included in the consolidatedperformance report. When closed accounts are included in the consolidated report, the performance report willonly include information for the time period the account was active during the consolidated performancereporting time period.Important information on options-based strategies: Options involve risk and are not suitable for everyone.Prior to buying or selling an option investors must read a copy of the Characteristics & Risks of StandardizedOptions, also known as the options disclosure document (ODD). It explains the characteristics and risks ofexchange traded options. The options risk disclosure document can be accessed at the following web address:www.optionsclearing.com/about/publications/character-risks.Concentrated Equity Solutions (CES) managers are not involved in the selection of the underlying stock positions.The Manager will advise only on the options selection in order to pursue the strategy in connection with theunderlying stock position(s) deposited in the account. It is important to keep this in mind when evaluating themanager's performance since the account's performance will include the performance of the underlying equityposition that is not being managed. CES use options to seek to achieve your investment objectives regardingyour concentration stock position. Options strategies change the potential return profile of your stock. In certainscenarios, such as call writing, the call position will limit your ability to participate in any potential increase in the underlying equity position upon which the call was written. Therefore, in some market conditions, particularlyduring periods of significant appreciation of the underlying equity position(s), the CES account will decrease theperformance that would have been achieved had the stock been held long without implementing the CESstrategy.Portfolio: For purposes of this report "portfolio" is defined as all of the accounts presented on the cover pageor the header of this report and does not necessarily include all of the client's accounts held at UBS FS orelsewhere.Percentage: Portfolio (in the "% Portfolio / Total" column) includes all holdings held in the account(s) selectedwhen this report was generated. Broad asset class (in the "% broad asset class" column) includes all holdingsheld in that broad asset class in the account(s) selected when this report was generated.Tax lots: This report displays security tax lots as either one line item (i.e., lumped tax lots) or as separate tax lotlevel information. If you choose to display security tax lots as one line item, the total cost equals the total valueof all tax lots. The unit cost is an average of the total cost divided by the total number of shares. If the shareswere purchased in different lots, the unit price listed does not represent the actual cost paid for each lot. Theunrealized gain/loss value is calculated by combining the total value of all tax lots plus or minus the total marketvalue of the security.If you choose to display tax lot level information as separate line items on the Portfolio Holdings report, the taxlot information may include information from sources other than UBS FS. The Firm does not independently verifyor guarantee the accuracy or validity of any information provided by sources other than UBS FS. As a result thisinformation may not be accurate and is provided for informational purposes only. Clients should not rely on thisinformation in making purchase or sell decisions, for tax purposes or otherwise. See your monthly statement foradditional information.Pricing: All securities are priced using the closing price reported on the last business day preceding the date ofthis report. Every reasonable attempt has been made to accurately price securities; however, we make nowarranty with respect to any security's price. Please refer to the back of the first page of your UBS FS accountstatement for important information regarding the pricing used for certain types of securities, the sources ofpricing data and other qualifications concerning the pricing of securities. To determine the value of securities inyour account, we generally rely on third party quotation services. If a price is unavailable or believed to beunreliable, we may determine the price in good faith and may use other sources such as the last recordedtransaction. When securities are held at another custodian or if you hold illiquid or restricted securities for whichthere is no published price, we will generally rely on the value provided by the custodian or issuer of thatsecurity.Cash: Cash on deposit at UBS Bank USA is protected by the Federal Deposit Insurance Corporation (FDIC) up to$250,000 in principal and accrued interest per depositor for each ownership type. Deposits made in anindividual's own name, joint name, or individual retirement account are each held in a separate type ofownership. Such deposits are not guaranteed by UBS FS. More information is available upon request.Margin: The quantity value may indicate that all or part of this position is held on margin or held in the shortaccount. When an account holds a debit balance, this debit balance is incorporated into the account's totalmarket value and deducted from the total value. When calculating the percent of portfolio on each security, thepercentage will be impacted by the total market value of the account. Therefore, if the account's market value isreduced by a debit value of a holding the percent of portfolio will be greater and if the account's market value is Report created on: March 16, 2026 Page 35 of 39
Disclosures Applicable to Accounts at UBS Financial Services Inc. (continued) increased by a holding then the percent of portfolio will be less.Asset Allocation: Your allocation analysis is based on your current portfolio. The Asset Allocation portion ofthis report shows the mix of various investment classes in your account. An asset allocation that shows asignificantly higher percentage of equity investments may be more appropriate for an investor with a moreaggressive investment strategy and higher tolerance for risk. Similarly, the asset allocation of a more conservativeinvestor may show a higher percentage of fixed income investments.Separately Managed Accounts and Pooled Investment Vehicles (such as mutual funds, closed end fundsand exchanged traded funds): The asset classification displayed is based on firm's proprietary methodology forclassifying assets. Please note that the asset classification assigned to rolled up strategies may include individualinvestments that provide exposure to other asset classes. For example, an International Developed Marketsstrategy may include exposure to Emerging Markets, and a US Large Cap strategy may include exposure to MidCap and Small Cap, etc.Mutual Fund Asset Allocation: If the option to unbundle balanced mutual funds is selected and if a fund'sholdings data is available, mutual funds will be classified by the asset class, subclass, and style breakdown oftheir underlying holdings. Where a mutual fund or ETF contains equity holdings from multiple equity sectors, thisreport will proportionately allocate the underlying holdings of the fund to those sectors measured as apercentage of the total fund's asset value as of the date shown.This information is supplied by Morningstar, Inc. on a daily basis to UBS FS based on data supplied by the fundwhich may not be current. Mutual funds change their portfolio holdings on a regular (often daily) basis.Accordingly, any analysis that includes mutual funds may not accurately reflect the current composition of thesefunds. If a fund's underlying holding data is not available, it will be classified based on its corresponding overallMorningstar classification. All data is as of the date indicated in the report.All pooled investment vehicles (such as mutual funds, closed end mutual funds, and exchange traded funds)incorporate internal management and operation expenses, which are reflected in the performance returns.Please see relevant fund prospectus for more information. Please note, performance for mutual funds is inclusiveof multiple share classes.Ineligible Assets: We require that you hold and purchase only eligible managed assets in your advisoryaccounts. Please contact your Financial Advisor for a list of the eligible assets in your program. These reports mayprovide performance information for eligible and ineligible assets in a fee-based program. Since ineligible assetsare not considered fee-based program assets, the inclusion of such securities will distort the actual performanceof your advisory assets. As a result, the performance reflected in this report can vary substantially from theindividual account performance reflected in the performance reports provided to you as part of those programs.For fee-based programs, fees are charged on the market value of eligible assets in the accounts and assessedquarterly in advance, prorated according to the number of calendar days in the billing period. Neither UBS noryour Financial Advisor will act as your investment adviser with respect to Ineligible Assets.Variable Annuity Asset Allocation: If the option to unbundle a variable annuity is selected and if a variableannuity's holdings data is available, variable annuities will be classified by the asset class, subclass, and stylebreakdown for their underlying holdings. Where a variable annuity contains equity holdings from multiple equitysectors, this report will proportionately allocate the underlying holdings of the variable annuity to those sectorsmeasured as a percentage of the total variable annuity's asset value as of the date shown.

This information is supplied by Morningstar, Inc. on a weekly basis to UBS FS based on data supplied by thevariable annuity which may not be current. Portfolio holdings of variable annuities change on a regular (oftendaily) basis. Accordingly, any analysis that includes variable annuities may not accurately reflect the currentcomposition of these variable annuities. If a variable annuity's underlying holding data is not available, it willremain classified as an annuity. All data is as of the date indicated in the report.Equity Style: The Growth, Value and Core labels are determined by Morningstar. If an Equity Style isunclassified, it is due to non-availability of data required by Morningstar to assign it a particular style.Equity Capitalization: Market Capitalization is determined by Morningstar. Equity securities are classified asLarge Cap, Mid Cap or Small Cap by Morningstar. Unclassified securities are those for which no capitalization isavailable on Morningstar.Equity Sectors: The Equity sector analysis may include a variety of accounts, each with different investment andrisk parameters. As a result, the overweighting or underweighting in a particular sector or asset class should notbe viewed as an isolated factor in making investment/liquidation decisions; but should be assessed on anaccount by account basis to determine the overall impact on the account's portfolio.Classified Equity: Classified equities are defined as those equities for which the firm can confirm the specificindustry and sector of the underlying equity instrument.Estimated Annual Income: The Estimated Annual Income is for informational purposes only and is calculatedby the annualized per share dividends/interest paid, multiplied by the quantity of the shares held in the selectedaccount(s). For Expected Cash Flow and Portfolio Holdings reports prior to June 23, 2023, savings products &sweep funds do not display such calculations and instead, values are displayed as N/A. For all other reports,Estimated Annual Income for savings products & sweep funds is not calculated or factored into aggregatecalculations and will be displayed as 0.Current Yield: Current Yield is estimated for informational purposes only and may not reflect changes in price.It's calculated by dividing the total estimated annual income by the current market value displayed. Current yieldcalculations display the current yield of the investment solely as of the date of this report. For Portfolio Holdingsreport generated prior to June 23, 2023, savings products & sweep funds do not include such information andinstead, values are displayed as N/A. For all other reports, Current Yield for savings products & sweep funds isnot calculated or factored into aggregate calculations and will be displayed as 0.YTM (at Market): Yield to Maturity (at Market) is the expected return of an interest-bearing security from thereport date, assuming that it is held to maturity with all coupon payments paid. For displays at the tax lot level,the Yield to Maturity is calculated based on the cost basis of that specific tax lot. For position level displays(consisting of multiple tax lots), Yield to Maturity is derived by using the weighted average cost basis of all theunderlying tax lots.YTW (at Market): Yield to Worst (at Market) is the expected return of an interest-bearing security from thereport date, assuming that it is held to the next call date or until maturity (if no next call date) with all couponpayments paid. For displays at the tax lot level, the Yield to Worst is calculated based on the cost basis of thatspecific tax lot. For position level displays (consisting of multiple tax lots), Yield to Worst is derived by using theweighted average cost basis of all the underlying tax lots.Bond Rating: These ratings are obtained from independent industry sources and are not verified by UBS FS.

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Disclosures Applicable to Accounts at UBS Financial Services Inc. (continued) Securities without rating information are left blank. Rating agencies may discontinue ratings on high yieldsecurities.NR: When NR is displayed under bond rating column, no ratings are currently available from that rating agency.High Yield: This report may designate a security as a high yield fixed income security even though one or morerating agencies rate the security as an investment grade security. Further, this report may incorporate a ratingthat is no longer current with the rating agency. For more information about the rating for any high yield fixedincome security, or to consider whether to hold or sell a high yield fixed income security, please contact yourfinancial advisor or representative and do not make any investment decision based on this report.Credit/Event Risk: Investments are subject to event risk and changes in credit quality of the issuer. Issuers canexperience economic situations that may have adverse effects on the market value of their securities.Interest Rate Risk: Bonds are subject to market value fluctuations as interest rates rise and fall. If sold prior tomaturity, the price received for an issue may be less than the original purchase price.Reinvestment Risk: Since most corporate issues pay interest semiannually, the coupon payments over the lifeof the bond can have a major impact on the bond's total return.Call Provisions: When evaluating the purchase of a corporate bond, one should be aware of any features thatmay allow the issuer to call the security. This is particularly important when considering an issue that is trading ata premium to its call price, since the return may be negatively impacted if the issue is redeemed. Should an issuebe called, investors may be faced with an earlier than anticipated reinvestment decision, and may be unable toreinvest their principal at equally favorable rates.Effective Maturity: Effective maturity is the expected redemption due to pre-refunding, puts, or maturity anddoes not reflect any sinking fund activity, optional or extraordinary calls. Securities without a maturity date areleft blank and typically include Preferred Securities, Mutual Funds and Fixed Income UITs.Yields: Yield to Maturity and Yield to Worst are calculated to the worst call.Accrued Interest: Interest that has accumulated between the most recent payment and the report date may bereflected in market values for interest bearing securities.Bond Averages: All averages are weighted averages calculated based on market value of the holding, notincluding accrued interest.Tax Status: "Taxable" includes all securities held in a taxable account that are subject to federal and/or state orlocal taxation. "Tax-exempt" includes all securities held in a taxable account that are exempt from federal, stateand local taxation. "Tax-deferred" includes all securities held in a tax-deferred account, regardless of the statusof the security.Bond sensitivity analysis: This analysis uses Modified Duration which approximates the percentage pricechange of a security for a given change in yield. The higher the modified duration of a security, the higher itsrisk. For callable securities, modified duration does not address the impact of changing interest rates on a bond'sexpected cash flow as a result of a call or prepayment.

Amortization and Accretion: Prior to March 2008, amortization was calculated using the straight line methodfor tax exempt securities and was not calculated for taxable securities. Post March 2008, amortization iscalculated using the constant yield method. Prior to October 2008, accretion due to original issue discount wasnot calculated. Post October 2008, accretion due to original issue discount is calculated using the constant yieldmethod. Prior to January 2015, accretion due to market discount was calculated using the straight line method.Post January 2015, accretion due to market discount is calculated using the constant yield method. We assumethe securities are held to par and premiums are calculated to call date. Amortization and accretion values may beincorrect due to adjustments related to cost basis. You may hold additional fixed income securities that may notappear on this report. Please refer to your account statements for information regarding all of your holdings.Gain/Loss: The gain/loss information may include calculations based upon non-UBS FS cost basis information.The firm does not independently verify or guarantee the accuracy or validity of any information provided bysources other than UBS FS. In addition, for Schedule K-1 reported investments, such as alternative investmentfunds, please refer to your annual K-1 and 1099 tax forms. If this report contains positions with unavailable costbasis, the gain/(loss) for these positions are excluded in the calculation for the Gain/(Loss). As a result thesefigures may not be accurate and are provided for informational purposes only. Clients should not rely on thisinformation in making purchase or sell decisions, for tax purposes or otherwise. Rely only on year-end tax formswhen preparing your tax return. See your monthly statement for additional information.Estimated Value (Continuous Funds): Estimated Value is based on the latest valuation received from the fundcompany and includes post valuation reinvested dividends. This is not a Market Value.Estimated Value (Drawdown Funds): Estimated Value is based on the latest valuation received from the fundcompany and includes post valuation contributions less post valuation distributions. This is not a Market Value.Accounts Included in this Report: The account listing may or may not include all of your accounts with UBSFS. The accounts included in this report are listed under the "Accounts included in this review" shown on thefirst page or listed at the top of each page. If the account is a donor advised fund account, the assets in thoseaccounts are owned by the Sponsoring Charitable Organization, and not the donor. You and your financialadvisor have procured the appropriate authorization to view the assets in the donor advised fund account. If anaccount number begins with "@" this denotes assets or liabilities held at other financial institutions. Informationabout these assets, including valuation, account type and cost basis, is based on the information you provided tous, or provided to us by third party data aggregators or custodians at your direction. We have not verified, andare not responsible for, the accuracy or completeness of this information.Account name(s) displayed in this report and labels used for groupings of accounts can be customizable"nicknames" chosen by you to assist you with your recordkeeping or may have been included by your financialadvisor for reference purposes only. The names used have no legal effect, are not intended to reflect anystrategy, product, recommendation, investment objective or risk profile associated with your accounts or anygroup of accounts, and are not a promise or guarantee that wealth, or any financial results, can or will beachieved. All investments involve the risk of loss, including the risk of loss of the entire investment.For more information about account or group names, or to make changes, contact your Financial Advisor.Account changes: At UBS, we are committed to helping you work toward your financial goals. So that we maycontinue providing you with financial advice that is consistent with your investment objectives, please considerthe following two questions:

Report created on: March 16, 2026 Page 37 of 39
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STAFF REPORT
TO: Mayor and Council Members DATE: March 24, 2026
FROM: Public Works DISTRICT(S): Citywide
SUBJECT: Consideration of Amendment No. 2 to the Contract Services Agreement with Environment Planning Development Solutions, Inc., dated May 24, 2022 for additional environmental services related to the North Glendora Reservoir replacement project in an amount not to exceed $17,575 for additional services

RECOMMENDATION
That the City Council:

1. Approve Amendment No. 2 ("Amendment") to the Contract Services Agreement ("Agreement") with Environment Planning Development Solutions, Inc. (dba EPD Solutions) dated May 24, 2022, extending the Term of the Agreement and increasing the contract sum by $17,575 to a total amount not to exceed $190,191;

2. Authorize the City Manager to execute Amendment No. 2, including minimal and/or non-substantive changes; and

3. Authorize the City Manager to extend the term of the Agreement by two additional one-year periods.

STRATEGIC FOCUS AREAS
N/A

EXECUTIVE SUMMARY
The City of Glendora ("City") operates and maintains a municipal water system that provides potable water through an interconnected system of treatment, storage, pumping, and distribution facilities. During a mandated field inspection conducted in October 2021, the State Water Resources Control Board’s Division of Drinking Water ("DDW") identified deficiencies at the North Glendora Reservoir, including significant age-related structural deterioration. To address these findings and maintain compliance with state and federal drinking water standards, the City submitted a corrective action plan in February 2022 identifying replacement of the reservoir as the most effective long-term solution.

On May 24, 2022, the City Council approved the Agreement with Environment Planning Development Solutions, Inc., dba EPD Solutions ("EPD"), to prepare environmental documentation and provide related technical services in compliance with the California Environmental Quality Act ("CEQA") for the North Glendora Reservoir Replacement Project ("Project"). The original agreement was approved in the amount of $86,020. As environmental review progressed and additional technical analysis was required, the Agreement was amended to increase the contract sum to $172,617 and extend the term to allow completion of the expanded scope of services.

Since circulation of the Mitigated Negative Declaration ("MND"), the California Department of Fish and Wildlife ("CDFW") has requested additional protocol-level biological surveys that were not included in the prior scope of work. These new requirements, along with associated agency coordination and documentation updates, require a further amendment to the Agreement in the amount of $17,575. Staff recommends City Council approval of the proposed Amendment to ensure the Project continues to advance through environmental clearance and toward construction.

LEGISLATIVE HISTORY / PREVIOUS ACTIONS
Community water systems are subject to periodic sanitary surveys conducted by the DDW to verify compliance with state and federal drinking water regulations. These inspections assess condition of infrastructure, operational practices, water quality monitoring, and overall system management to ensure safe and reliable service.

DDW conducted its most recent sanitary survey of the City’s water system in October 2021 and released its report in February 2022. The report identified deterioration of the North Glendora Reservoir and required corrective action. On February 16, 2022, the City submitted a corrective action plan recommending replacement of the reservoir as the selected remedy.

On May 24, 2022, the City Council authorized the Agreement with EPD in the amount of $86,020 for preparation of CEQA documentation and associated environmental services for the Project. As the scope of environmental analysis expanded due to design refinements and regulatory coordination, the agreement was subsequently amended to increase the total contract amount to $172,617 and extend the term to allow completion of the additional work and accommodate schedule adjustments.

The current request represents a further Amendment needed to address new biological survey requirements identified during agency review of the MND.

DISCUSSION
Replacement of the North Glendora Reservoir remains a critical infrastructure improvement necessary to address deficiencies identified by DDW and to preserve the reliability and integrity of the City’s potable water storage system. Environmental review is being conducted pursuant to CEQA. Following public circulation of the MND, CDFW provided comments requiring additional biological assessment to evaluate potential impacts to special-status species. These protocol-level surveys were not included in the prior scope of work and must be completed in accordance with established state guidelines before environmental clearance can be finalized.

The expanded scope includes focused field surveys and related technical documentation. Presence/absence surveys for Crotch’s Bumble Bee must be conducted by a qualified biologist in accordance with CDFW Bombus survey protocols. A minimum of three site visits is required during the species’ active season, generally between March and June, with surveys scheduled to account for variability in habitat conditions and species detectability. A technical report summarizing the survey methodology and findings will be prepared for agency review.

Additionally, protocol-level presence/absence surveys for the Coastal California Gnatcatcher must be conducted by a permitted biologist consistent with state guidelines. During the breeding season, a minimum of six surveys conducted at least one week apart is required to achieve the prescribed confidence level for species detection.

Surveys involve systematic pedestrian coverage of suitable habitat within the project area, and results will be documented to support regulatory review.

Beyond fieldwork, the Amendment includes biological coordination services such as consultation with CDFW, preparation of responses to agency comments, and updates to environmental documentation as necessary to incorporate survey results. These tasks are essential to resolving agency concerns and advancing the Project toward final environmental approval and implementation.

Approval of the proposed Amendment will allow completion of the required studies and associated coordination, ensuring regulatory compliance while maintaining progress on replacement of this critical water system facility.

FISCAL IMPACT
Sufficient appropriations are available in the FY 2025-27 Adopted Two-Year Budget for the North Glendora Reservoir in the Water Capital Projects Fund, (502), project number 6022106.

ENVIRONMENTAL DETERMINATION
There are no CEQA impact associated with the recommendations in this report.

Prepared By: Ivy Gonzalez, Management Analyst
Concurs With: Not Applicable
Reviewed By: Paul Zampiello, Assistant Public Works Director Certified to Availability of Funds: Kyle Johnson, Finance Director/City Treasurer Approved By: Adam Raymond, City Manager
Legal Review: Danny Aleshire, City Attorney
CEQA Review: Not Applicable
Attachments
A_EDP_Amendment_No_2.pdf
B_EPD_Amendment_No_1.pdf
C_EPD_Original_Contract.pdf
01240.0001 2097489.2 2/23/2026
AMENDMENT NO. 2

TO CONTRACT SERVICES AGREEMENT BETWEEN THE CITY OF

GLENDORA AND ENVIRONMENT PLANNING DEVELOPMENT
SOLUTIONS, INC.

THIS AMENDMENT NO. 2 TO CONTRACT SERVICES AGREEMENT

BETWEEN THE CITY OF GLENDORA AND ENVIRONMENT PLANNING
DEVELOPMENT, INC. (“Amendment No. 2”) by and between the CITY OF GLENDORA, a California municipal corporation (“City”) and ENVIRONMENT PLANNING DEVELOPMENT SOLUTIONS, INC., a California corporation (DBA EPD Solutions) (“Consultant”) is entered into effective as of the _____ day of __________, 2026. City and Consultant may be referred to individually as “Party” or collectively as “Parties.”

RECITALS
A. City and Consultant entered into that certain Agreement for Contract Services dated May 24, 2022 whereby Consultant agreed to provide certain environmental services for the North Glendora Reservoir Replacement project for a total Contract Sum of $86,020 (the “Agreement”).

B. City and Consultant entered into an Amendment No. 1 to the Agreement, dated August 27, 2024, whereby the Parties increased the Contract Sum from $86,020 to $172,617, extended the Term under the Agreement for an additional two-year period through May 24, 2025, and added additional services to the scope of work (the “Amendment No. 1”).

C. City and Consultant now desire to extend the Term of the Agreement for an additional two-year period, until May 24, 2027, and to increase the Contract Sum by $17,574, for a total of $190,191.

TERMS

1. Incorporation of Recitals. The Recitals set forth above are incorporated into and are a part of this Amendment No. 2.

2. Terms and Conditions. All words, terms, and phrases used or referenced in this Amendment No. 2, not expressly defined in this Amendment No. 2, shall have the same meaning ascribed to them in the Agreement.

3. Contract Amendments. The Agreement is amended as provided herein. Deleted text is indicated in strikethrough and added text in bold italics. a. Section 2.1 (Contract Sum) of the Agreement is hereby amended as follows:
“Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the amounts specified in the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed $190,191 (One Hundred Ninety Thousand One Hundred Ninety-One Dollars) $172,617 (One Hundred Seventy-Two Thousand Six Hundred Seventeen Dollars) (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.9.”
Docusign Envelope ID: 390C9943-8DA6-4905-BE6F-8E1406947A80 Amendment No. 2 – EPD Solutions (03.24.2026) -2-
b. Section 3.4 (Term) of the Agreement is hereby amended as follows:
“Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding five (5) years three (3) years one from the date hereof, except as otherwise provided in the Schedule of Performance (Exhibit “D”). The City Manager may, at his/her sole discretion, extend the Term for two (2) additional oneyear periods by giving written notice of the same not later than sixty (60) calendar days prior to the expiration of the Term.”
c. Part I of Exhibit “A” (Scope of Services) of the Agreement is hereby amended to include the additional services set forth in Attachment 1, attached hereto, and Part II of Exhibit “A” shall be amended to include the additional work products set forth in Attachment 1. The services described in Attachment 1 are hereby incorporated into the Agreement and made part of Exhibit “A” to the Agreement.
d. Part I of Exhibit “C” (Schedule of Compensation) of the Agreement is hereby deleted and replaced as follows:

I. Consultant shall perform the following tasks at the following rates:

Docusign Envelope ID: 390C9943-8DA6-4905-BE6F-8E1406947A80 Amendment No. 2 – EPD Solutions (03.24.2026) -3-

4. Continuing Effect of Agreement. Except as amended by this Amendment No. 2, all provisions of the Agreement, as amended by Amendment No. 1, shall remain unchanged and in full force and effect. From and after the date of this Amendment No. 2, whenever the term “Agreement” appears in the Agreement, it shall mean the Agreement, as amended by Amendment No. 1 and this Amendment No. 2.

5. Affirmation of Agreement; Warranty Re Absence of Defaults. City and Consultant each ratify and reaffirm each and every one of the respective rights and obligations arising under the Agreement. Each party represents and warrants to the other that there have been no written or oral modifications to the Agreement other than as provided herein. Each party represents and warrants to the other that the Agreement, as amended by Amendment No. 2, and this Amendment No. 2, is currently an effective, valid, and binding obligation.

Consultant represents and warrants to City that, as of the date of this Amendment No. 2, City is not in default of any material term of the Agreement and that there have been no events Docusign Envelope ID: 390C9943-8DA6-4905-BE6F-8E1406947A80 Amendment No. 2 – EPD Solutions (03.24.2026) -4-
that, with the passing of time or the giving of notice, or both, would constitute a material default under the Agreement.

City represents and warrants to Consultant that, as of the date of this Amendment No. 2, Consultant is not in default of any material term of the Agreement and that there have been no events that, with the passing of time or the giving of notice, or both, would constitute a material default under the Agreement.

6. Adequate Consideration. The parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 2.

7. Authority. The persons executing this Amendment No. 2 on behalf of the Parties hereto warrant that (i) such Party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Amendment No. 2 on behalf of said Party, (iii) by so executing this Amendment No. 2, such Party is formally bound to the provisions of the Agreement, as amended by Amendment No. 1, and this Amendment No. 2, and (iv) the entering into this Amendment No. 2 does not violate any provision of any other agreement to which said party is bound.

8. Counterparts. This Amendment No. 2 may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument. Each of the parties intend to be bound by the signatures on any telecopied, .pdf or other electronically delivered document, and are aware that the other party will rely on the telecopied, .pdf or other electronically delivered signatures, and hereby waive any defenses to the enforcement of the terms of this Amendment based on the form of signature. [SIGNATURES APPEAR ON THE FOLLOWING PAGE]
Docusign Envelope ID: 390C9943-8DA6-4905-BE6F-8E1406947A80 Amendment No. 2 – EPD Solutions (03.24.2026) -5-
IN WITNESS WHEREOF, the Parties hereto have executed this Amendment No. 2 on the date and year first-above written.

CITY:

CITY OF GLENDORA, a California municipal
corporation
Adam Raymond
City Manager
APPROVED AS TO FORM: CERTIFY AVAILABILITY OF FUNDS:

ALESHIRE & WYNDER, LLP
Danny Aleshire
City Attorney
Kyle Johnson
Finance Director/City Treasurer
ATTEST:

Kathleen R. Sessman
City Clerk/Communications Director
CONSULTANT:

ENVIRONMENT PLANNING DEVELOPMENT
SOLUTIONS, INC., a California corporation
Name: Jeremy Krout
Title: Chief Executive Officer, Chief Financial Officer, and Secretary
Email Address: [email protected]
Address:
3333 Michelson Drive, Suite 500
Irvine, CA 92612
Two corporate officer signatures required when Contractor is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer.

Docusign Envelope ID: 390C9943-8DA6-4905-BE6F-8E1406947A80 Feb 26, 2026 | 3:42 PM PST
01240.0001 2097489.2 2/23/2026
Attachment 1
I. Additional Tasks Under the Scope of Services:

Task 2.9 Crotch’s Bumble Bee Surveys:

Task 2.10 Coastal California Gnatcatcher Surveys:

Task 2.11 Biological Coordination:

Docusign Envelope ID: 390C9943-8DA6-4905-BE6F-8E1406947A80 AMENDMENT NO. 1

TO AGREEMENT FOR CONTRACTUAL SERVICES
THIS AMENDMENT NO. 1 TO THE AGREEMENT FOR CONTRACTUAL
SERVICES (“Amendment No. 1”) by and between the CITY OF GLENDORA (“City”) and ENVIRONMENT PLANNING DEVELOPMENT SOLUTIONS, INC., a California corporation (dba “EPD Solutions”) (“Consultant”) is effective as of the _____ day of __________, 2024.

RECITALS
A. City and Consultant entered into that certain Agreement for Contractual Services dated May 24, 2022 (“Agreement”) whereby Consultant agreed to provide Environmental Services for the North Glendora Reservoir Replacement project.

B. City and Consultant now desire to amend the Agreement to extend the term of the agreement, modify the scope of services, and adjust certain terms regarding the Contract Sum accordingly.

TERMS

1. Contract Changes. The Agreement is amended as provided herein. Deleted text is indicated in strikethrough and added text in bold italics. a. Section 2.1 (Contract Sum) of the Agreement shall be revised as follows:
“Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the amounts specified in the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed $172,617 (One Hundred Seventy-Two Thousand Six Hundred Seventeen Dollars) $86,020 (Eighty-six Thousand Twenty Dollars) (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.9.” b. Section 3.4 (Term) of the Agreement shall be revised as follows:
“Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding three (3) years one (1) year from the date hereof, except as otherwise provided in the Schedule of Performance (Exhibit “D”). The City Manager may, at his/her sole discretion, extend the Term for two (2) one (1) additional one-year periods term by giving written notice of the same not later than sixty (60) calendar days prior to the expiration of the Term.” c. Exhibit “A” (Scope of Services) of the Agreement shall be revised as follows:

The additional services outlined in Consultant’s proposed amendments to the Scope of Work under the Agreement, dated July 27, 2023; March 31, 2023; and May 22, 2024; attached hereto as Attachments 1-3; shall be added to the Scope of Services.

Docusign Envelope ID: 08433E2B-B94D-42A3-82BA-C4AB023D5C59 27th August
d. Part I of Exhibit “C” (Schedule of Compensation) of the Agreement shall be deleted and replaced as follows:
"I. Consultant shall perform the following tasks at the following rates:

Task Description Original Award
Amendment 1
4/18/2023
Amendment 2
8/7/2023
Amendment 3
5/22/2024 Amended Total
Task 1: Project Initiation and Project
Description $ 4,120.00 $4,120.00
Task 2: Preparation of TechnicalStudies
Task 2.1: Construction Trip Generation
Analysis (not to exceed) $ 2,800.00 ($ 2,060.00) $ 740.00 Task 2.2: Air Quality and Greenhouse
Gas Emissions Analyses $ 5,180.00 $ 5,180.00
Task 2.2.1 Air Quality and Greenhouse
Gas Emissions Modeling for Offsite
Roadway Improvements (NEW)
$ 3,500.00 $ 3,500.00
Task 2.3: Energy Analysis $ 2,800.00 $ 2,800.00
Task 2.4: Construction Noise and
Vibration Analysis $ 6,310.00 $ 6,310.00
Task 2.5: Cultural and Paleontological
Resources Assessment $ 6,940.00 $ 6,940.00
Task 2.6: Biological Resources
Assessment $ 8,230.00 $ 1,580.00 $ 647.00 $ 10,457.00
Task 2.7: 2023 Focused Rare Plant
Survey $ 4,040.00 $ 4,040.00
Task 2.8: Focused Rare Plant Survey
Report $ 3,250.00 $ 3,250.00
Task 3: Administrative Draft IS/MND $ 17,820.00 $4,500.00 $ 22,320.00 Task 4: Public Draft IS/MND $ 6,840.00 $4,500.00 $ 11,340.00 Task 5: Responses to Comments and Final
IS/MND $ 8,270.00 $ 8,270.00
Task 6: Mitigation Monitoring and Reporting
Program $ 2,460.00 $ 2,460.00
Task 7: Findings $ 3,140.00 $ 3,140.00
Task 8: Hearing $ 3,560.00 $ 3,560.00
Task 9: Project Management $ 6,050.00 $ 6,490.00 $ 11,400.00 $ 23,940.00 Task 10: Public Outreach - $ 3,700.00 $ 3,700.00
Expenses Budget $ 1,500.00 $ 500.00 $ 10,026.00 $ 12,026.00 Total $86,020.00 $8,870.00 $8,630.00 $34,573.00 $138,093.00 Contingency $34,523 $33,650.00
Total with Contingency $86,020.00 $8,870.00 $8,630.00 $69,097 $172,617

2. Continuing Effect of Agreement. Except as amended by this Amendment No. 1, the provisions of the Agreement shall remain unchanged and in full force and effect. From and after the date of this Amendment No. 1, whenever the term “Agreement” appears in the Agreement, it shall mean the Agreement, as amended by this Amendment No. 1 to the Agreement. The parties acknowledge and agree that the correct name of the corporation constituting the Consultant in the Agreement is “Environment Planning Development Solutions, Inc.”

3. Affirmation of Agreement; Warranty Re Absence of Defaults. City and Consultant each ratify and reaffirm each and every one of the respective rights and obligations arising under the Agreement. Each party represents and warrants to the other that there have been Docusign Envelope ID: 08433E2B-B94D-42A3-82BA-C4AB023D5C59 no written or oral modifications to the Agreement other than as provided herein. Each party represents and warrants to the other that the Agreement is currently an effective, valid, and binding obligation.

Consultant represents and warrants to City that, as of the date of this Amendment No. 1, City is not in default of any material term of the Agreement and that there have been no events that, with the passing of time or the giving of notice, or both, would constitute a material default under the Agreement.

City represents and warrants to Consultant that, as of the date of this Amendment No. 1, Consultant is not in default of any material term of the Agreement and that there have been no events that, with the passing of time or the giving of notice, or both, would constitute a material default under the Agreement.

4. Adequate Consideration. The parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 1.

5. Authority. The persons executing this Amendment No. 1 on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Amendment No. 1on behalf of said party, (iii) by so executing this Amendment No. 1, such party is formally bound to the provisions of this Amendment , and (iv) the entering into this Amendment No. 1 does not violate any provision of any other agreement to which said party is bound.

6. Counterparts. This Amendment No. 1 may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument. Each of the parties intend to be bound by the signatures on any telecopied, .pdf or other electronically delivered document, and are aware that the other party will rely on the telecopied, .pdf or other electronically delivered signatures, and hereby waive any defenses to the enforcement of the terms of this Amendment No. 1 based on the form of signature. [SIGNATURES ON FOLLOWING PAGE]
Docusign Envelope ID: 08433E2B-B94D-42A3-82BA-C4AB023D5C59 IN WITNESS WHEREOF, the parties hereto have executed this Amendment No. 1 on the date and year first-above written.

CITY:

City of Glendora, a municipal corporation
Adam Raymond
City Manager
APPROVED AS TO FORM: CERTIFY AVAILABILITY OF FUNDS:

ALESHIRE & WYNDER, LLP
Danny Aleshire
City Attorney
Kyle Johnson
Finance Director/City Treasurer
ATTEST:

Kathleen R. Sessman
City Clerk/Communications Director
CONSULTANT:

Environment Planning Development Solutions, Inc.

Name: Jeremy Krout
Title: President & Chief Executive Officer
Email: [email protected]
Address: 3333 Michelson Drive, Suite 500
Irvine, CA 92612
Two corporate officer signatures required when Consultant is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer.

Docusign Envelope ID: 08433E2B-B94D-42A3-82BA-C4AB023D5C59 Aug 7, 2024 | 3:36 PM PDT
Sep 3, 2024 | 2:25 PM PDT
Sep 24, 2024 | 12:21 PM PDT
Attachment 1
Docusign Envelope ID: 08433E2B-B94D-42A3-82BA-C4AB023D5C59 Docusign Envelope ID: 08433E2B-B94D-42A3-82BA-C4AB023D5C59 Docusign Envelope ID: 08433E2B-B94D-42A3-82BA-C4AB023D5C59 Attachment 2
Docusign Envelope ID: 08433E2B-B94D-42A3-82BA-C4AB023D5C59 Docusign Envelope ID: 08433E2B-B94D-42A3-82BA-C4AB023D5C59 Attachment 3
Docusign Envelope ID: 08433E2B-B94D-42A3-82BA-C4AB023D5C59 Docusign Envelope ID: 08433E2B-B94D-42A3-82BA-C4AB023D5C59

CONTRACT SERVICES AGREEMENT
By and Between

CITY OF GLENDORA
and
EPD SOLUTIONS, INC.

DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F Environmental Consulting Services for North Glendora Water Tank 1

AGREEMENT FOR CONTRACT SERVICES

BETWEEN THE CITY OF GLENDORA AND

EPD SOLUTIONS, INC
THIS AGREEMENT FOR CONTRACT SERVICES (herein “Agreement”) is made and entered into this 24th day of May, 2022 by and between the City of Glendora, a California municipal corporation (“City”) and EPD Solutions, Inc., a California Corporation (“Consultant”). City and Consultant may be referred to, individually or collectively, as “Party” or “Parties.”

RECITALS
A. City has sought, by issuance of a Request for Proposals or Invitation for Bids, the performance of the services defined and described particularly in Article 1 of this Agreement.

B. Consultant, following submission of a proposal or bid for the performance of the services defined and described particularly in Article 1 of this Agreement, was selected by the City to perform those services.

C. Pursuant to the City of Glendora’s Municipal Code, City has authority to enter into and execute this Agreement.

D. The Parties desire to formalize the selection of Consultant for performance of those services defined and described particularly in Article 1 of this Agreement and desire that the terms of that performance be as particularly defined and described herein.

OPERATIVE PROVISIONS
NOW, THEREFORE, in consideration of the mutual promises and covenants made by the Parties and contained herein and other consideration, the value and adequacy of which are hereby acknowledged, the parties agree as follows:

ARTICLE 1. SERVICES OF CONSULTANT

1.1 Scope of Services.

In compliance with all terms and conditions of this Agreement, the Consultant shall provide those services specified in the “Scope of Services” attached hereto as Exhibit “A” and incorporated herein by this reference, which may be referred to herein as the “services” or “work” hereunder. As a material inducement to the City entering into this Agreement, Consultant represents and warrants that it has the qualifications, experience, and facilities necessary to properly perform the services required under this Agreement in a thorough, competent, and professional manner, and is experienced in performing the work and services contemplated herein. Consultant shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all services described herein. Consultant covenants that it shall follow the highest professional standards in performing the work and services required hereunder and that all materials will be both of good quality as well as fit for the purpose intended. For purposes of this Agreement, the phrase “highest professional standards” shall mean those standards of practice recognized by one or more first-class firms performing similar work under similar circumstances.
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DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F Environmental Consulting Services for North Glendora Water Tank 2

1.2 Consultant’s Proposal.

The Scope of Service shall include the Consultant’s scope of work or bid which shall be incorporated herein by this reference as though fully set forth herein. In the event of any inconsistency between the terms of such proposal and this Agreement, the terms of this Agreement shall govern.

1.3 Compliance with Law.

Consultant shall keep itself informed concerning, and shall render all services hereunder in accordance with, all ordinances, resolutions, statutes, rules, and regulations of the City and any Federal, State or local governmental entity having jurisdiction in effect at the time service is rendered.

1.4 California Labor Law.

Pursuant to Labor Code section 1815, work performed by employees of Consultant in excess of eight (8) hours per day, and forty (40) hours during any one week shall be permitted upon public work upon compensation for all hours worked in excess of 8 hours per day at not less than one and one-half (1½) times the basic rate of pay. (h) Workers’ Compensation. California Labor Code Sections 1860 and 3700 provide that every employer will be required to secure the payment of compensation to its employees if it has employees. In accordance with the provisions of California Labor Code Section 1861, Consultant certifies as follows:
“I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract.” Consultant’s Authorized Initials ___________________
Jeremy Krout, President
(i) Consultant’s Responsibility for Subcontractors. For every subcontractor who will perform work under this Agreement, Consultant shall be responsible for such subcontractor's compliance with Division 2, Part 7, Chapter 1 (commencing with Section 1720) of the California Labor Code, and shall make such compliance a requirement in any contract with any subcontractor for work under this Agreement. Consultant shall be required to take all actions necessary to enforce such contractual provisions and ensure subcontractor's compliance, including without limitation, conducting a review of the certified payroll records of the subcontractor on a periodic basis or upon becoming aware of the failure of the subcontractor to pay his or her workers the specified prevailing rate of wages. Consultant shall diligently take corrective action to halt or rectify any such failure by any subcontractor.

1.5 Licenses, Permits, Fees and Assessments.

Consultant shall obtain at its sole cost and expense such licenses, permits and approvals as may be required by law for the performance of the services required by this Agreement. Consultant shall have the sole obligation to pay for any fees, assessments and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for the Consultant’s performance of the services required by this Agreement, and shall indemnify, defend and hold harmless City, its officers, employees or agents of City, DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F Environmental Consulting Services for North Glendora Water Tank 4 against any such fees, assessments, taxes, penalties or interest levied, assessed or imposed against City hereunder.

1.6 Familiarity with Work.

By executing this Agreement, Consultant warrants that Consultant (i) has thoroughly investigated and considered the scope of services to be performed, (ii) has carefully considered how the services should be performed, and (iii) fully understands the facilities, difficulties and restrictions attending performance of the services under this Agreement. If the services involve work upon any site, Consultant warrants that Consultant has or will investigate the site and is or will be fully acquainted with the conditions there existing, prior to commencement of services hereunder. Should the Consultant discover any latent or unknown conditions, which will materially affect the performance of the services hereunder, Consultant shall immediately inform the City of such fact and shall not proceed except at Consultant’s risk until written instructions are received from the Contract Officer.

1.7 Care of Work.

The Consultant shall adopt reasonable methods during the life of the Agreement to furnish continuous protection to the work, and the equipment, materials, papers, documents, plans, studies and/or other components thereof to prevent losses or damages, and shall be responsible for all such damages, to persons or property, until acceptance of the work by City, except such losses or damages as may be caused by City’s own negligence.

1.8 Further Responsibilities of Parties.

Both parties agree to use reasonable care and diligence to perform their respective obligations under this Agreement. Both parties agree to act in good faith to execute all instruments, prepare all documents and take all actions as may be reasonably necessary to carry out the purposes of this Agreement. Unless hereafter specified, neither party shall be responsible for the service of the other.

1.9 Additional Services.

City shall have the right at any time during the performance of the services, without invalidating this Agreement, to order extra work beyond that specified in the Scope of Services or make changes by altering, adding to or deducting from said work. No such extra work may be undertaken unless a written order is first given by the Contract Officer to the Consultant, incorporating therein any adjustment in (i) the Contract Sum for the actual costs of the extra work, and/or (ii) the time to perform this Agreement, which said adjustments are subject to the written approval of the Consultant. Any increase in compensation of up to ten percent (10%) of the Contract Sum or $25,000, whichever is less; or, in the time to perform of up to one hundred eighty (180) days, may be approved by the Contract Officer. Any greater increases, taken either separately or cumulatively, must be approved by the City Council. It is expressly understood by Consultant that the provisions of this Section shall not apply to services specifically set forth in the Scope of Services. Consultant hereby acknowledges that it accepts the risk that the services to be provided pursuant to the Scope of Services may be more costly or time consuming than Consultant anticipates and that Consultant shall not be entitled to additional compensation therefor. City may in its sole and absolute discretion have similar work done by other Consultants. No claims for an increase in the Contract Sum or time for performance shall be valid unless the procedures established in this Section are followed.
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DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F Environmental Consulting Services for North Glendora Water Tank 5

1.10 Special Requirements.

Additional terms and conditions of this Agreement, if any, which are made a part hereof are set forth in the “Special Requirements” attached hereto as Exhibit “B” and incorporated herein by this reference. In the event of a conflict between the provisions of Exhibit “B” and any other provisions of this Agreement, the provisions of Exhibit “B” shall govern.

ARTICLE 2. COMPENSATION AND METHOD OF PAYMENT.

2.1 Contract Sum.

Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the amounts specified in the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed $86,020 (Eighty-six Thousand Twenty Dollars) (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.9.

2.2 Method of Compensation.

The method of compensation may include: (i) a lump sum payment upon completion; (ii) payment in accordance with specified tasks or the percentage of completion of the services, less contract retention; (iii) payment for time and materials based upon the Consultant’s rates as specified in the Schedule of Compensation, provided that (a) time estimates are provided for the performance of sub tasks, (b) contract retention is maintained, and (c) the Contract Sum is not exceeded; or (iv) such other methods as may be specified in the Schedule of Compensation.

2.3 Reimbursable Expenses.

Compensation may include reimbursement for actual and necessary expenditures for reproduction costs, telephone expenses, and travel expenses approved by the Contract Officer in advance, or actual subcontractor expenses of an approved subcontractor pursuant to Section 4.5, and only if specified in the Schedule of Compensation. The Contract Sum shall include the attendance of Consultant at all project meetings reasonably deemed necessary by the City. Coordination of the performance of the work with City is a critical component of the services. If Consultant is required to attend additional meetings to facilitate such coordination, Consultant shall not be entitled to any additional compensation for attending said meetings.

2.4 Invoices.

The invoice shall contain all information specified in Exhibit “C”, and shall detail charges for all necessary and actual expenses by the following categories: labor (by sub-category), travel, materials, equipment, supplies, and sub-contractor contracts. Sub-contractor charges shall also be detailed by such categories. Consultant shall not invoice City for any duplicate services performed by more than one person.

City shall independently review each invoice submitted by the Consultant to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. Except as to any charges for work performed or expenses incurred by Consultant which are disputed by City, or as provided in Section 7.3, City will use its best efforts to cause Consultant to be paid within forty-five (45) days of receipt of Consultant’s correct and undisputed invoice; however, Consultant acknowledges and agrees that due to City DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F Environmental Consulting Services for North Glendora Water Tank 6 warrant run procedures, the City cannot guarantee that payment will occur within this time period. In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Consultant for correction and resubmission. Review and payment by City for any invoice provided by the Consultant shall not constitute a waiver of any rights or remedies provided herein or any applicable law.

2.5 Waiver.

Payment to Consultant for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Consultant.

ARTICLE 3. PERFORMANCE SCHEDULE

3.1 Time of Essence.

Time is of the essence in the performance of this Agreement.

3.2 Schedule of Performance.

Consultant shall commence the services pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services within the time period(s) established in the “Schedule of Performance” attached hereto as Exhibit “D” and incorporated herein by this reference. When requested by the Consultant, extensions to the time period(s) specified in the Schedule of Performance may be approved in writing by the Contract Officer but not exceeding one hundred eighty (180) days cumulatively.

3.3 Force Majeure.

The time period(s) specified in the Schedule of Performance for performance of the services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of the Consultant, including, but not restricted to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any governmental agency, including the City, if the Consultant shall within ten (10) days of the commencement of such delay notify the Contract Officer in writing of the causes of the delay. The Contract Officer shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the Contract Officer such delay is justified. The Contract Officer’s determination shall be final and conclusive upon the parties to this Agreement. In no event shall Consultant be entitled to recover damages against the City for any delay in the performance of this Agreement, however caused, Consultant’s sole remedy being extension of the Agreement pursuant to this Section.

3.4 Term.

Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding one (1) year from the date hereof, except as otherwise provided in the Schedule of Performance (Exhibit “D”). The City Manager may, at his/her sole discretion, extend the Term for one (1) additional one-year term by giving written notice of the same not later than sixty (60) calendar days prior to the expiration of the Term. / / /
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DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F Environmental Consulting Services for North Glendora Water Tank 7 ARTICLE 4. COORDINATION OF WORK

4.1 Representatives and Personnel of Consultant.

The following principals of Consultant (“Principals”) are hereby designated as being the principals and representatives of Consultant authorized to act in its behalf with respect to the work specified herein and make all decisions in connection therewith:

Jeremy Krout, President
It is expressly understood that the experience, knowledge, capability and reputation of the foregoing principals were a substantial inducement for City to enter into this Agreement. Therefore, the foregoing principals shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the services hereunder. All personnel of Consultant, and any authorized agents, shall at all times be under the exclusive direction and control of the Principals. For purposes of this Agreement, the foregoing Principals may not be replaced nor may their responsibilities be substantially reduced by Consultant without the express written approval of City. Additionally, Consultant shall utilize only competent personnel to perform services pursuant to this Agreement. Consultant shall make every reasonable effort to maintain the stability and continuity of Consultant’s staff and subcontractors, if any, assigned to perform the services required under this Agreement. Consultant shall notify City of any changes in Consultant’s staff and subcontractors, if any, assigned to perform the services required under this Agreement, prior to and during any such performance.

4.2 Status of Consultant.

Consultant shall have no authority to bind City in any manner, or to incur any obligation, debt or liability of any kind on behalf of or against City, whether by contract or otherwise, unless such authority is expressly conferred under this Agreement or is otherwise expressly conferred in writing by City. Consultant shall not at any time or in any manner represent that Consultant or any of Consultant’s officers, employees, or agents are in any manner officials, officers, employees or agents of City. Neither Consultant, nor any of Consultant’s officers, employees or agents, shall obtain any rights to retirement, health care or any other benefits which may otherwise accrue to City’s employees. Consultant expressly waives any claim Consultant may have to any such rights.

4.3 Contract Officer.

The Contract Officer shall be Chisom Obegolu, or such person as may be designated by the City Manager. It shall be the Consultant’s responsibility to assure that the Contract Officer is kept informed of the progress of the performance of the services and the Consultant shall refer any decisions which must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. The Contract Officer shall have authority, if specified in writing by the City Manager, to sign all documents on behalf of the City required hereunder to carry out the terms of this Agreement.

4.4 Independent Consultant.

Neither the City nor any of its employees shall have any control over the manner, mode or means by which Consultant, its agents or employees, perform the services required herein, except as otherwise set forth herein. City shall have no voice in the selection, discharge, supervision or control of Consultant’s employees, servants, representatives or agents, or in fixing their number, compensation or hours of service. Consultant shall perform all services required herein as an independent contractor of City and shall remain at all times as to City DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F Environmental Consulting Services for North Glendora Water Tank 8 a wholly independent contractor with only such obligations as are consistent with that role. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City.

City shall not in any way or for any purpose become or be deemed to be a partner of Consultant in its business or otherwise or a joint venturer or a member of any joint enterprise with Consultant.

4.5 Prohibition Against Subcontracting or Assignment.

The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for the City to enter into this Agreement. Therefore, Consultant shall not contract with any other entity to perform in whole or in part the services required hereunder without the express written approval of the City. In addition, neither this Agreement nor any interest herein may be transferred, assigned, conveyed, hypothecated or encumbered voluntarily or by operation of law, whether for the benefit of creditors or otherwise, without the prior written approval of City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty five percent (25%) of the present ownership and/or control of Consultant, taking all transfers into account on a cumulative basis. In the event of any such unapproved transfer, including any bankruptcy proceeding, this Agreement shall be void. No approved transfer shall release the Consultant or any surety of Consultant of any liability hereunder without the express consent of City.

ARTICLE 5. INSURANCE AND INDEMNIFICATION

5.1 Insurance Coverages.

Without limiting Consultant’s indemnification of City, and prior to commencement of any services under this Agreement, Consultant shall obtain, provide and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to City. (a) General liability insurance. Consultant shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted. (b) Automobile liability insurance. Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Services to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident.
(c) Professional liability (errors & omissions) insurance. Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three (3) years after completion of the services required by this Agreement.
(d) Workers’ compensation insurance. Consultant shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000).

DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F Environmental Consulting Services for North Glendora Water Tank 9 (e) Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall include all of the requirements stated herein. (f) Additional Insurance. Policies of such other insurance, as may be required in the Special Requirements in Exhibit “B”.

5.2 General Insurance Requirements.
(a) Proof of insurance. Consultant shall provide certificates of insurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by City’s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with City at all times during the term of this Agreement. City reserves the right to require complete, certified copies of all required insurance policies, at any time.
(b) Duration of coverage. Consultant shall procure and maintain for the duration of this Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Services hereunder by Consultant, its agents, representatives, employees or subconsultants.
(c) Primary/noncontributing. Coverage provided by Consultant shall be primary and any insurance or self-insurance procured or maintained by City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance.

Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of City before the City’s own insurance or self-insurance shall be called upon to protect it as a named insured. (d) City’s rights of enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement.
(e) Acceptable insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or that is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VI (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager. (f) Waiver of subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against City, its elected or appointed officers, agents, officials, employees and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subconsultants.
(g) Enforcement of contract provisions (non-estoppel). Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder.

DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F Environmental Consulting Services for North Glendora Water Tank 10 (h) Requirements not limiting. Requirements of specific coverage features or limits contained in this section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
(i) Notice of cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide to City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage. (j) Additional insured status. General liability policies shall provide or be endorsed to provide that City and its officers, officials, employees, and agents, and volunteers shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies. (k) Prohibition of undisclosed coverage limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing. (l) Separation of insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions.
(m) Pass through clause. Consultant agrees to ensure that its subconsultants, subcontractors, and any other party involved with the project who is brought onto or involved in the project by Consultant, provide the same minimum insurance coverage and endorsements required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with consultants, subcontractors, and others engaged in the project will be submitted to City for review. (n) Agency’s right to revise specifications. The City reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the Consultant ninety (90) days advance written notice of such change. If such change results in substantial additional cost to the Consultant, the City and Consultant may renegotiate Consultant’s compensation. (o) Self-insured retentions. Any self-insured retentions must be declared to and approved by City. City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by City. (p) Timely notice of claims. Consultant shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant’s performance under this Agreement, and that involve or may involve coverage under any of the required liability policies. (q) Additional insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work.

5.3 Indemnification.

DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F Environmental Consulting Services for North Glendora Water Tank 11 To the full extent permitted by law, Consultant agrees to indemnify, defend and hold harmless the City, its officers, employees and agents (“Indemnified Parties”) against, and will hold and save them and each of them harmless from, any and all actions, either judicial, administrative, arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities whether actual or threatened (herein “claims or liabilities”) that may be asserted or claimed by any person, firm or entity arising out of or in connection with the negligent performance of the work, operations or activities provided herein of Consultant, its officers, employees, agents, subcontractors, or invitees, or any individual or entity for which Consultant is legally liable (“indemnitors”), or arising from Consultant’s or indemnitors’ reckless or willful misconduct, or arising from Consultant’s or indemnitors’ negligent performance of or failure to perform any term, provision, covenant or condition of this Agreement, and in connection therewith:
(a) Consultant will defend any action or actions filed in connection with any of said claims or liabilities and will pay all costs and expenses, including legal costs and attorneys’ fees incurred in connection therewith;
(b) Consultant will promptly pay any judgment rendered against the City, its officers, agents or employees for any such claims or liabilities arising out of or in connection with the negligent performance of or failure to perform such work, operations or activities of Consultant hereunder; and Consultant agrees to save and hold the City, its officers, agents, and employees harmless therefrom; (c) In the event the City, its officers, agents or employees is made a party to any action or proceeding filed or prosecuted against Consultant for such damages or other claims arising out of or in connection with the negligent performance of or failure to perform the work, operation or activities of Consultant hereunder, Consultant agrees to pay to the City, its officers, agents or employees, any and all costs and expenses incurred by the City, its officers, agents or employees in such action or proceeding, including but not limited to, legal costs and attorneys’ fees.

Consultant shall incorporate similar indemnity agreements with its subcontractors and if it fails to do so Consultant shall be fully responsible to indemnify City hereunder therefore, and failure of City to monitor compliance with these provisions shall not be a waiver hereof. This indemnification includes claims or liabilities arising from any negligent or wrongful act, error or omission, or reckless or willful misconduct of Consultant in the performance of professional services hereunder. The provisions of this Section do not apply to claims or liabilities occurring as a result of City’s sole negligence or willful acts or omissions, but, to the fullest extent permitted by law, shall apply to claims and liabilities resulting in part from City’s negligence, except that design professionals’ indemnity hereunder shall be limited to claims and liabilities arising out of the negligence, recklessness or willful misconduct of the design professional. The indemnity obligation shall be binding on successors and assigns of Consultant and shall survive termination of this Agreement.

ARTICLE 6. RECORDS, REPORTS, AND RELEASE OF INFORMATION

6.1 Records.

Consultant shall keep, and require subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports, studies or other documents relating to the disbursements charged to City and services performed hereunder (the “books and records”), as shall be necessary to perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services. Any and all such documents shall be maintained in accordance with generally accepted accounting principles and shall be complete and detailed. The Contract Officer shall have full and free access to such books and records at all times during normal business hours of City, including the right to inspect, copy, audit and make records and transcripts from such records. Such records shall be maintained for a period of three (3) years following DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F Environmental Consulting Services for North Glendora Water Tank 12 completion of the services hereunder, and the City shall have access to such records in the event any audit is required. In the event of dissolution of Consultant’s business, custody of the books and records may be given to City, and access shall be provided by Consultant’s successor in interest. Notwithstanding the above, the Consultant shall fully cooperate with the City in providing access to the books and records if a public records request is made and disclosure is required by law including but not limited to the California Public Records Act.

6.2 Reports.

Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement as the Contract Officer shall require. Consultant hereby acknowledges that the City is greatly concerned about the cost of work and services to be performed pursuant to this Agreement. For this reason, Consultant agrees that if Consultant becomes aware of any facts, circumstances, techniques, or events that may or will materially increase or decrease the cost of the work or services contemplated herein or, if Consultant is providing design services, the cost of the project being designed, Consultant shall promptly notify the Contract Officer of said fact, circumstance, technique or event and the estimated increased or decreased cost related thereto and, if Consultant is providing design services, the estimated increased or decreased cost estimate for the project being designed.

6.3 Ownership of Documents.

All drawings, specifications, maps, designs, photographs, studies, surveys, data, notes, computer files, reports, records, documents and other materials (the “documents and materials”) prepared by Consultant, its employees, subcontractors and agents in the performance of this Agreement shall be the property of City and shall be delivered to City upon request of the Contract Officer or upon the termination of this Agreement, and Consultant shall have no claim for further employment or additional compensation as a result of the exercise by City of its full rights of ownership use, reuse, or assignment of the documents and materials hereunder. Any use, reuse or assignment of such completed documents for other projects and/or use of uncompleted documents without specific written authorization by the Consultant will be at the City’s sole risk and without liability to Consultant, and Consultant’s guarantee and warranties shall not extend to such use, reuse or assignment.

Consultant may retain copies of such documents for its own use. Consultant shall have the right to use the concepts embodied therein. All subcontractors shall provide for assignment to City of any documents or materials prepared by them, and in the event Consultant fails to secure such assignment, Consultant shall indemnify City for all damages resulting therefrom. Moreover, Consultant with respect to any documents and materials that may qualify as “works made for hire” as defined in 17 U.S.C. § 101, such documents and materials are hereby deemed “works made for hire” for the City.

DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F Environmental Consulting Services for North Glendora Water Tank 13 (c) If Consultant, or any officer, employee, agent or subcontractor of Consultant, provides any information or work product in violation of this Agreement, then City shall have the right to reimbursement and indemnity from Consultant for any damages, costs and fees, including attorney’s fees, caused by or incurred as a result of Consultant’s conduct.
(d) Consultant shall promptly notify City should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed there under. City retains the right, but has no obligation, to represent Consultant or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant. However, this right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response.

ARTICLE 7. ENFORCEMENT OF AGREEMENT AND TERMINATION

7.1 California Law.

This Agreement shall be interpreted, construed and governed both as to validity and to performance of the parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Los Angeles, State of California, or any other appropriate court in such county, and Consultant covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. In the event of litigation in a U.S. District Court, venue shall lie exclusively in the Central District of California, in the County of Los Angeles, State of California.

7.2 Disputes; Default.

Instead, the City may give notice to Consultant of the default and the reasons for the default. The notice shall include the timeframe in which Consultant may cure the default. This timeframe is presumptively thirty (30) days, but may be extended, though not reduced, if circumstances warrant. During the period of time that Consultant is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. In the alternative, the City may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default. If Consultant does not cure the default, the City may take necessary steps to terminate this Agreement under this Article. Any failure on the part of the City to give notice of the Consultant’s default shall not be deemed to result in a waiver of the City’s legal rights or any rights arising out of any provision of this Agreement.

7.3 Retention of Funds.

Consultant hereby authorizes City to deduct from any amount payable to Consultant (whether or not arising out of this Agreement) (i) any amounts the payment of which may be in dispute hereunder or which are necessary to compensate City for any losses, costs, liabilities, or damages suffered by City, and (ii) all amounts for which City may be liable to third parties, by reason of Consultant’s acts or omissions in performing or failing to perform Consultant’s obligation under this Agreement. In the event that any claim is made by a third party, the amount or validity of which is disputed by Consultant, or any indebtedness shall exist which shall appear to be the basis for a claim of lien, City may withhold from any payment due, without liability for interest because of such withholding, an amount sufficient to cover such claim. The failure of City to exercise such right DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F Environmental Consulting Services for North Glendora Water Tank 14 to deduct or to withhold shall not, however, affect the obligations of the Consultant to insure, indemnify, and protect City as elsewhere provided herein.

7.4 Waiver.

Waiver by any party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision or a waiver of any subsequent breach or violation of any provision of this Agreement. Acceptance by City of any work or services by Consultant shall not constitute a waiver of any of the provisions of this Agreement. No delay or omission in the exercise of any right or remedy by a non-defaulting party on any default shall impair such right or remedy or be construed as a waiver. Any waiver by either party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement.

7.5 Rights and Remedies are Cumulative.

Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the parties are cumulative and the exercise by either party of one or more of such rights or remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other party.

7.6 Legal Action.

In addition to any other rights or remedies, either party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. Notwithstanding any contrary provision herein, Consultant shall file a statutory claim pursuant to Government Code Sections 905 et seq. and 910 et seq., in order to pursue a legal action under this Agreement.

7.7 Termination Prior to Expiration of Term.

This Section shall govern any termination of this Contract except as specifically provided in the following Section for termination for cause. The City reserves the right to terminate this Contract at any time, with or without cause, upon thirty (30) days’ written notice to Consultant, except that where termination is due to the fault of the Consultant, the period of notice may be such shorter time as may be determined by the Contract Officer. In addition, the Consultant reserves the right to terminate this Contract at any time, with or without cause, upon sixty (60) days’ written notice to City, except that where termination is due to the fault of the City, the period of notice may be such shorter time as the Consultant may determine. Upon receipt of any notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Except where the Consultant has initiated termination, the Consultant shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination and for any services authorized by the Contract Officer thereafter in accordance with the Schedule of Compensation or such as may be approved by the Contract Officer, except as provided in Section 7.3. In the event the Consultant has initiated termination, the Consultant shall be entitled to compensation only for the reasonable value of the work product actually produced hereunder. In the event of termination without cause pursuant to this Section, the terminating party need not provide the non-terminating party with the opportunity to cure pursuant to Section 7.2.
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DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F Environmental Consulting Services for North Glendora Water Tank 15

7.8 Termination for Default of Consultant.

If termination is due to the failure of the Consultant to fulfill its obligations under this Agreement, City may, after compliance with the provisions of Section 7.2, take over the work and prosecute the same to completion by contract or otherwise, and the Consultant shall be liable to the extent that the total cost for completion of the services required hereunder exceeds the compensation herein stipulated (provided that the City shall use reasonable efforts to mitigate such damages), and City may withhold any payments to the Consultant for the purpose of set-off or partial payment of the amounts owed the City as previously stated.

7.9 Attorneys’ Fees.

If either party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which may be granted, whether legal or equitable, shall be entitled to reasonable attorney’s fees. Attorney’s fees shall include attorney’s fees on any appeal, and in addition a party entitled to attorney’s fees shall be entitled to all other reasonable costs for investigating such action, taking depositions and discovery and all other necessary costs the court allows which are incurred in such litigation. All such fees shall be deemed to have accrued on commencement of such action and shall be enforceable whether or not such action is prosecuted to judgment.

ARTICLE 8. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION

8.1 Non-liability of City Officers and Employees.

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

8.2 Conflict of Interest.

Consultant covenants that neither it, nor any officer or principal of its firm, has or shall acquire any interest, directly or indirectly, which would conflict in any manner with the interests of City or which would in any way hinder Consultant’s performance of services under this Agreement. Consultant further covenants that in the performance of this Agreement, no person having any such interest shall be employed by it as an officer, employee, agent or subcontractor without the express written consent of the Contract Officer. Consultant agrees to at all times avoid conflicts of interest or the appearance of any conflicts of interest with the interests of City in the performance of this Agreement.

No officer or employee of the City shall have any financial interest, direct or indirect, in this Agreement nor shall any such officer or employee participate in any decision relating to the Agreement which affects her/his financial interest or the financial interest of any corporation, partnership or association in which (s)he is, directly or indirectly, interested, in violation of any State statute or regulation. The Consultant warrants that it has not paid or given and will not pay or give any third party any money or other consideration for obtaining this Agreement.

8.3 Covenant Against Discrimination.

Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class in the performance of this Agreement. Consultant shall take affirmative action to insure DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F Environmental Consulting Services for North Glendora Water Tank 16 that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class.

8.4 Unauthorized Aliens.

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

ARTICLE 9. MISCELLANEOUS PROVISIONS

9.1 Notices.

Any notice, demand, request, document, consent, approval, or communication either party desires or is required to give to the other party or any other person shall be in writing and either served personally or sent by prepaid, first-class mail, in the case of the City, to the City Manager and to the attention of the Contract Officer (with her/his name and City title), City of Glendora, 116 E. Foothill Blvd., Glendora, California 91741-3380, and in the case of the Consultant, to the person(s) at the address designated on the execution page of this Agreement. Either party may change its address by notifying the other party of the change of address in writing.

Notice shall be deemed communicated at the time personally delivered or in seventy-two (72) hours from the time of mailing if mailed as provided in this Section.

9.2 Interpretation.

The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply.

9.3 Counterparts.

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

9.4 Integration; Amendment.

This Agreement including the attachments hereto is the entire, complete and exclusive expression of the understanding of the parties. It is understood that there are no oral agreements between the parties hereto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, arrangements, agreements and understandings, if any, between the parties, and none shall be used to interpret this Agreement. No amendment to or modification of this Agreement shall be valid unless made in writing and approved by the Consultant and by the City Council. The parties agree that this requirement for written modifications cannot be waived and that any attempted waiver shall be void. / / /
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DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F Environmental Consulting Services for North Glendora Water Tank 17

9.5 Severability.

In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by a valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the parties hereunder unless the invalid provision is so material that its invalidity deprives either party of the basic benefit of their bargain or renders this Agreement meaningless.

9.6 Warranty & Representation of Non-Collusion.

No official, officer, or employee of City has any financial interest, direct or indirect, in this Agreement, nor shall any official, officer, or employee of City participate in any decision relating to this Agreement which may affect his/her financial interest or the financial interest of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any State or municipal statute or regulation. The determination of “financial interest” shall be consistent with State law and shall not include interests found to be “remote” or “noninterests” pursuant to Government Code Sections 1091 or 1091.5. Consultant warrants and represents that it has not paid or given, and will not pay or give, to any third party including, but not limited to, any City official, officer, or employee, any money, consideration, or other thing of value as a result or consequence of obtaining or being awarded any agreement. Consultant further warrants and represents that (s)he/it has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, consideration, or other thing of value to any third party including, but not limited to, any City official, officer, or employee, as a result of consequence of obtaining or being awarded any agreement.

Consultant is aware of and understands that any such act(s), omission(s) or other conduct resulting in such payment of money, consideration, or other thing of value will render this Agreement void and of no force or effect.

Consultant’s Authorized Initials ___________________
Jeremy Krout, President
The persons executing this Agreement on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreement, such party is formally bound to the provisions of this Agreement, and (iv) that entering into this Agreement does not violate any provision of any other Agreement to which said party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the parties.
[SIGNATURES ON FOLLOWING PAGE]
DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F Environmental Consulting Services for North Glendora Water Tank 18 IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first-above written.

CITY:

City of Glendora, a municipal corporation
Adam Raymond
City Manager
APPROVED AS TO FORM: CERTIFY AVAILABILITY OF FUNDS:

ALESHIRE & WYNDER, LLP
William W. Wynder
City Attorney
Marie Ricci
Administrative Services Director/City Treasurer
ATTEST:

Kathleen R. Sessman
City Clerk/Communications Director
CONTRACTOR:

EPD Solutions, Inc.

Name: Jeremy Krout
Title: President & Secretary
[email protected]
Address: 2355 Main Street, Suite 100, Irvine, CA, 92614 Two corporate officer signatures required when Contractor is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer.

CONTRACTOR’S SIGNATURES SHALL BE DULY NOTARIZED UNLESS EXECUTED UTILIZING DOCUSIGN. IN ADDITION, THE

APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS MAY BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR OTHER RULES OR REGULATIONS APPLICABLE TO CONTRACTOR’S BUSINESS ENTITY.

DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F May 7, 2022 | 6:06 AM PDT
May 26, 2022 | 7:58 AM PDT
Environmental Consulting Services for North Glendora Water Tank 19

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT

STATE OF CALIFORNIA

COUNTY OF LOS ANGELES
On __________, 2022 before me, ________________, personally appeared ________________, proved to me on the basis of satisfactory evidence to be the person(s) whose names(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: _____________________________________

OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT

INDIVIDUAL

CORPORATE OFFICER
_______________________________

TITLE(S)

PARTNER(S) LIMITED

GENERAL

ATTORNEY-IN-FACT

TRUSTEE(S)

GUARDIAN/CONSERVATOR
OTHER_______________________________
______________________________________
SIGNER IS REPRESENTING:
(NAME OF PERSON(S) OR ENTITY(IES))
_____________________________________________
_____________________________________________
___________________________________

TITLE OR TYPE OF DOCUMENT
___________________________________

NUMBER OF PAGES
___________________________________

DATE OF DOCUMENT
___________________________________

SIGNER(S) OTHER THAN NAMED ABOVE
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy or validity of that document.

DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F Environmental Consulting Services for North Glendora Water Tank 20

CALIFORNIA ALL-PURPOSE ACKNOWLEDGMENT

STATE OF CALIFORNIA

I certify under PENALTY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature: _____________________________________

OPTIONAL
Though the data below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent reattachment of this form.

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT

INDIVIDUAL

CORPORATE OFFICER
_______________________________

TITLE(S)

PARTNER(S) LIMITED

GENERAL

ATTORNEY-IN-FACT

TRUSTEE(S)

TITLE OR TYPE OF DOCUMENT
___________________________________

NUMBER OF PAGES
___________________________________

DATE OF DOCUMENT
___________________________________

DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F 01240.0001/535308.1 A-1
EXHIBIT “A”

SCOPE OF SERVICES
I. Consultant will perform the following Services:

A. Task 1. Project Initiation, Project Description and AB 52 i. Task 1.1 Project Initiation, Project Description and AB 52

1. As a first step in project implementation, EPD will coordinate with City staff to establish roles and protocols to guide communication between staff and EPD. The purpose of this step is to establish and maintain credibility with the community and ensure the legal defensibility of the CEQA documentation. This step will occur within five working days of receiving a notice to proceed.

2. EPD will schedule a project initiation meeting with City staff to:
a. Obtain background information on the project, project plans, additional existing relevant technical studies, and any other pertinent information;
b. Discuss any updates to the technical studies are needed; c. Discuss the team’s approach to the key issues and confirm project objectives;
d. Identify data needs and other information needed for EPD to complete its scope of work; and
e. Refine the project scope and environmental review
schedule.

3. EPD will also review project plans and other project documentation and any relevant regulatory documents and studies to assist in understanding the framework within which the project is going to be implemented.

4. In this first task, EPD will review the project plans and site conditions for CEQA streamlining opportunities (available, for example, for certain infill developments) and exemption options.

EPD will compare the project against the potential CEQA streamlining options and determine if additional information is needed. EPD will request additional information, as needed from the City to begin subsequent tasks. If streamlining or an exemption DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F 01240.0001/535308.1 A-2
is suitable for the proposed project, EPD will prepare a letter describing the justification of the proposed finding. The letter will summarize the project, the site conditions, and explain why the streamlining or exemption applies. If there is no appropriate streamlining or exemption, EPD would proceed with Task 2.

5. On receipt of project design plans and existing studies, EPD will generate a detailed project description for use in technical study preparation and the CEQA document.

6. Also at this initial stage, EPD will assist the City in meeting Assembly Bill 52 (AB 52) requirements by drafting consultation letters and mailing to Tribal Representatives as determined by the City’s AB 52 Tribal Consultation list and/or as provided by the NAHC. If requested, EPD can manage the responses. We have extensive experience in conducting tribal consultations, and as a value-added service, EPD will assist the City with organizing and facilitating any required tribal consultations.

B. Task 2. Technical Studies
i. Task 2.1. Level of Service and Vehicle Miles Traveled Screening Analysis

1. EPD will prepare an analysis of the potential trip generation during construction of the proposed water tank. The trip generation will be analyzed using an operational methodology and will estimate construction trips using construction operations data.

2. Level of Service Screening Memo
a. EPD will prepare a trip generation for the total project trips, applying a passenger car equivalent (PCE) factor to trucks associated with the construction of the project. The table will be presented in the form of a technical memorandum analyzing the project based on the City of Glendora’s
Circulation Element in the General Plan. The proposal
includes one revision to the trip generation analysis.

3. Vehicle Miles Traveled Screening Memo
a. The City of Glendora adopted Vehicle Miles Traveled
(VMT) guidelines on July 14, 2020. EPD will use these
guidelines to conduct a screening analysis for the proposed project, which will be presented in a technical
DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F 01240.0001/535308.1 A-3
memorandum The proposal includes one revision to the
VMT screening analysis.
ii. Task 2.2. Air Quality and Greenhouse Gas Emissions Analyses

1. Project construction data will be collected to calculate construction emissions of criteria air pollutants and greenhouse gas emissions using the current version of the California Emissions Estimator Model (CalEEMod). The proposed operation is not expected to change; therefore, no operational analysis is required. The analysis will require:
a. Evaluate and quantify regional criteria pollutant and greenhouse gas emissions associated with demolition and construction activities for the proposed project utilizing the most recent CalEEMod Model. If significant emission
levels are found to be created from construction activities, feasible mitigation will be developed and quantified.
b. Evaluate local NOx, CO, PM-10, and PM-2.5 demolition and construction at the nearest sensitive receptors. The emissions will be compared against the SCAQMD LookUp Tables and will follow the methodology described in Localized Significance Threshold Methodology, prepared
by SCAQMD, July 2008.
iii. Task 2.3. Energy Analysis

1. An energy analysis will provide a CalEEMod-based quantitative analysis and discussion of project related energy use during construction.
iv. Task 2.4. Construction Noise and Vibration Analysis

1. A Construction Noise and Vibration Memorandum will be prepared, including the following:
a. Describe The Existing Regulatory Framework. Applicable State, County, and local noise criteria for the project area will be identified. Noise standards, including General Plan noise policies and Noise Ordinances, will be discussed. A summary of the fundamentals of noise and vibration will be provided. Noise level standards for the proposed land uses will be identified.
b. Assess Short-Term Construction Noise Impacts. Noise
levels generated from project construction will be evaluated based on the equipment expected to be used, its distance to DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F 01240.0001/535308.1 A-4
existing adjacent off-site uses, the length of a specific construction task, the equipment power type (gasoline or diesel engine), the load factor, and the percentage of time in use. The Federal Highway Administration (FHWA)
recommended equipment noise emission levels will be used to describe construction noise levels in terms of maximum instantaneous noise levels (Lmax) and hourly equivalent continuous sound levels (Leq). Potential construction noise impacts will be assessed based on the City’s Municipal
Code.
c. Assess Short-term Construction Vibration Impacts.

Vibration levels generated from project construction will be evaluated based on the equipment expected to be used and its distance to existing adjacent off- site structures. The FTA-recommended equipment vibration levels will be used to describe construction vibration levels in terms of the peak particle velocity (PPV, measured in inches per second [in/sec]) for potential building damage and vibration
velocity decibels (VdB) for potential human annoyance.

Potential construction vibration impacts will be assessed based on the sensitivity of the area directly adjacent to the project site and the FTA recommendations.
d. Identify Reduction Measures. If necessary, we will identify practical measures to address any potential short-term
construction and vibration impacts to acceptable levels.

Both an evaluation of the potential measures and a
discussion of their effectiveness will be provided.
e. Memorandum Preparation and Response to Comments. We
will complete the Construction Noise and Vibration
Memorandum. This scope of work includes report revisions and responses to one round of review comments.
v. Task 2.5. Cultural and Paleontological Resources Assessment

1. Archaeological records searches must be ordered for the property from the South Central Coastal Information Center (SCCIC) at Cal State Fullerton and the Native American Heritage Commission (NAHC). The results of the records searches will identify previous studies and previously registered cultural resources within or near the property. The receipt of records searches from the SCCIC may be delayed due to COVID-19 restrictions. If necessary, the survey and report will be completed with a provision that the record searches will be forwarded to the CVWD upon receipt.

DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F 01240.0001/535308.1 A-5

2. The approximately five-acre project will be surveyed by a qualified archaeologist. Should any cultural resources be identified during the survey, subsequent significance evaluations may be required.

Any additional efforts required will be presented in a subsequent proposal document.

3. A technical report will be prepared for use in the CEQA environmental review process. The archaeological report will provide the results of the previous studies, the updated record searches, data from field surveys, and NAHC consultation. For the purposes of this proposal, we will assume that the cultural resources report will be negative. If cultural resources, either historic or prehistoric, are identified on the property as a result of the records information or the field inspection, CEQA protocol will require that the resources be evaluated for significance and potential impacts analyzed. Significance testing will not be included in this proposal but will be discussed in a scope and budget addendum if needed.
vi. Task 2.6. Biological Resources Assessment

1. Prior to conducting a field survey, a literature review will be conducted to include, but not necessarily be limited to, a current California Natural Diversity Database (CNDDB)/California Native Plant Society (CNPS) search for records of sensitive biological resources in the project vicinity, USFWS Critical Habitat query, the USDA Web Soil Mapper, National Wetlands Inventory, and any other previous reports prepared for the project site or nearby project sites, if provided to our team. The overall literature review will extend to 3 miles surrounding the Project site. A table of the results and a map of sensitive resources in the project vicinity will be prepared.

2. Following the literature review, a field survey will be conducted by two qualified biologists. The survey area will include the project footprint plus a 500-foot buffer for sensitive biological resources.

The general methodology of the field survey is to visually confirm the presence or absence of special-status species habitat, vernal pools, potentially jurisdictional waters, riparian/riverine habitat narrow endemic plant species habitats, and/or any other unique biological resources that could be affected within 500 feet of the project. Habitats will be characterized based on dominant plant species coverage, existing conditions, evidence of
alteration/disturbance, and other variables, and will then be crossreferenced with the habitat requirements for the environmental elements that resulted from the literature review. Vegetation DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F 01240.0001/535308.1 A-6
communities will be mapped within the project site according to plant species compositions, dominance levels, and locations on the project site; vegetation communities within the buffer will minimally be qualitatively described in the report, and all accessible areas within the 500-ft buffer will also be mapped for their vegetation communities. Onsite vegetation communities will be mapped following the Holland Classification System (1986) or other vegetation classification system as preferred by the lead agency, and all plant species nomenclature will follow that of the Jepson Manual (2012). GPS coordinates will be collected for all sensitive species found within or adjacent to the project footprint.

Digital photographs will be collected in sufficient quantity to capture the existing conditions of the site as well as any notable biological resources. Potentially riverine/riparian habitats and jurisdictional waters will be assessed and generally described; a formal delineation is not included nor anticipated in this scope.

Observed and/or detected plant and wildlife species and/or wildlife sign will be documented in the field notes of the biologist(s) to provide species lists for the report, and representative photographs will be collected and included in the report.

3. The biological assessment requires an accurate, easily decipherable CAD, GIS or KMZ file for usage in the field and to calculate project-related impacts, including all onsite and offsite areas of impact. This file must be provided by the City or the City’s design consultants. Temporary and permanent impact areas must be clearly delineated in the files.

C. Task 3. Administrative Draft IS/MND
i. Task 3.1. Administrative Draft IS/MND

1. Once the project strategy has been developed and considered by the City, EPD will prepare an Administrative Draft Initial Study checklist to determine the appropriate CEQA documentation for the project. Our approach to all projects focuses on collaboration.

Our research conducted as part of this task, in close collaboration with our technical team, will assure a comprehensive Draft Initial Study is conducted, and potential issues are identified upfront, as well as opportunities to avoid such issues through project design refinements. The Draft Initial Study will be based on the most current CEQA requirements and checklist per the State CEQA Guidelines, combined with any local amendments made by the City.

D. Task 4. Public Draft IS/MND
DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F 01240.0001/535308.1 A-7
i. Task 4.1. Public Draft IS/MND

1. EPD will initiate preparation of the Public Draft CEQA documentation, as applicable, upon completion of the
Administrative Draft Initial Study and will prepare all notices and distribute copies of the document to public agencies per the CEQA Guidelines. During the preparation of the environmental documents, EPD will maintain regular communication with the City as lead agency as well as with any responsible agencies (e.g., Department of Fish and Wildlife). As part of the environmental documentation task, EPD will prescribe avoidance, minimization, and mitigation measures, as needed, that are effective while also being feasible. To expedite the process, we prepare a complete screen check document for review and comment, which is more efficient than submittal of selected sections on an incremental basis. Adequate time will be provided in the project schedule for the City’s review of the screen check and final drafts. Additionally, EPD will prepare and distribute all required notices and mailings including, but not limited to, the Notice of Completion, Notice of Availability (for EIRs), and the Notice of Intent to Adopt a Negative Declaration, as necessary.

E. Task 5. Response to Comments and Final IS/MND
i. Task 5.1. Response to Comments and Final IS/MND

1. The public review period and response to comments are dependent on the level of CEQA document prepared. For example, an Addendum and an Exemption require no public review period, a Negative Declaration or MND require a 20- or 30-day review period (with the longer period required if State agencies are noticed through the State Clearinghouse), and an EIR requires a 45-day public review period. This proposal assumes an MND is the appropriate CEQA document. Following the close of the public comment period, if required, EPD will review any comments regarding the contents of the environmental document. A strategy meeting will be held with the City to discuss the comments, the City’s preferred format for the responses, and to identify any information or data needs from City staff or the engineering team to address the comments. While not required by CEQA, agencies commonly choose to provide formal responses to comments received. EPD will prepare a draft Response to Comments document, coordinating with the City for assistance as necessary. If necessary, the draft environmental document will be revised to reflect any substantial changes made in Response to Comments.

This scope of work assumes 40 hours of professional staff time for DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F 01240.0001/535308.1 A-8
preparation of response to comments. If a substantial number of comments are received, EPD will inform the project team immediately if an addendum to this cost proposal is needed as a result of the public comments.

F. Task 6. Mitigation Monitoring and Reporting Program (MMRP) i. Task 6.1. Mitigation Monitoring and Reporting Program (MMRP)

1. An MMRP will be prepared pursuant to Section 21081.6 of the Public Resources Code. It will be presented in standard City format and will identify the significant impacts that would result from the project, mitigation measures for each impact, the time at which each measure will need to be conducted, the entity responsible for implementing the mitigation measure, and the City department or other agency responsible for monitoring the mitigation effort and ensuring its success.

G. Task 7. Findings and Notice of Determination
i. Task 7.1. Findings and Notice of Determination

1. For adoption of CEQA documentation, EPD will prepare all necessary CEQA findings. A strategy meeting will be held with the City to discuss the findings, the City’s preferred format for the findings, and to identify any information or data needs from City staff to address in the findings.

2. Upon the City approval of the environmental document, EPD will coordinate filing of the Notice of Determination (NOD). Please note the California Fish and Wildlife (CDFW) fees are not included as part of this cost proposal. The 2022 CDFW
environmental document filing fees are $2,548.00 for a MND and it is anticipated that the City will provide a check for EPD to file with the County Recorder. EPD will attempt to receive a No Effect Determination (NED) from CDFW, and if granted, the
environmental document filing fee will be waived if the project will have no effect on fish and wildlife.

H. Task 8. Hearings
i. Task 8.1. Hearings

1. EPD will attend two hearings to respond to any questions from the approving authority on the CEQA document, including technical studies. If requested, EPD will prepare a PowerPoint presentation related to the environmental review process and results.

DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F 01240.0001/535308.1 A-9
I. Task 9. Project Management
i. Task 9.9 Project Management

1. The project manager’s role is to ensure the adequate exchange of information for the duration of the project, from project initiation to public hearing. This includes notifying City staff of issues as they are encountered and working judiciously to resolve them. The Project Manager will maintain the project schedule, oversee the budget, and coordinate with City staff, subconsultants, and stakeholders.

2. EPD’s focus on effective communication is also the hallmark of its approach to addressing the City’s objectives and project requirements. Prior to initiating work, the Project Manager prepares a Microsoft Project schedule showing key milestones and the start/end dates for each activity leading up to the milestone.

This is critical for tasks requiring long lead times (e.g., preparation of technical studies and Native American consultations) and for seasonal surveys (e.g., biological surveys).

3. With the project schedule in hand, the project manager then develops a projected breakdown of required hours per staff member, per week for the duration of the project. This action early in the project helps ensure that staff members are neither underutilized nor overutilized each week, and that an appropriate amount of time is allocated to each task to ensure high quality work products are completed on schedule. A cloud-based time and expense tracking system is utilized that allows for a real-time review of each project’s budget status. By comparing actual and proposed project costs, project managers are able to quickly identify any areas of concern and take corrective action to avoid budget overages.

4. EPD staff will meet with City staff, as needed, and our Project Manager or other key personnel associated with specific disciplines will also be available to attend various meetings with affected jurisdictions and agencies. EPD will attend meetings with City staff and project applicants, scoping meetings, and/or public hearings to provide explanation of the CEQA process and answer questions related to the scope of the environmental documentation.

5. EPD will also work in close collaboration with the City to distribute the environmental document, circulate public notices, and meet the filing requirements of the level of CEQA document prepared. EPD will be responsible for printing and distributing the DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F 01240.0001/535308.1 A-10
environmental document and preparing the necessary forms, and will file them with Los Angeles County Clerk and the State Clearinghouse. A California Department of Fish and Wildlife fee is due at this time; if the fee check is not provided by the City, EPD will pay it as a reimbursable expense.

6. The project management budget assumes one hour per week for the Project Manager for the anticipated duration of five months. If the project extends beyond five months for reasons outside EPD’s control, an additional project management budget will be required.

II. As part of the Services, Consultant will prepare and deliver the following tangible work products to the City:

A. Task 1
i. Project description for use in technical study preparation and the CEQA document.
ii. Draft consultation letters and mailing to Tribal Representatives B. Task 2
i. Technical studies as described in Scope of Service
C. Task 3
i. Administrative Draft Initial Study
D. Task 4
i. Public Draft CEQA documentation
E. Task 5
i. Draft Response to Comments document
F. Task 6
i. Mitigation Monitoring and Reporting Program (MMRP)
G. Task 7
i. Prepare all necessary CEQA findings
H. Task 8
DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F 01240.0001/535308.1 A-11
i. Attend two hearings to respond to any questions from the approving authority on the CEQA document, including technical studies ii. Prepare a PowerPoint presentation related to the environmental review process and results.

I. Task 9
i. Project schedule updated as needed over the course of the project ii. Monthly Progress Reports and Invoices
III. All work product is subject to review and acceptance by the City, and must be revised by the Consultant without additional charge to the City until found satisfactory and accepted by City.

IV. Consultant will utilize the following personnel to accomplish the Services:

A. Konnie Dobreva, JD, Project Director
B. Rafik Albert, Vice President of Planning
C. Meghan Macias, Director of Transportation Planning
DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F 01240.0001/535308.1 B-1
EXHIBIT “B”

SPECIAL REQUIREMENTS
(Superseding Contract Boilerplate)
Added text is indicated in bold italics, deleted text is indicated in strikethrough.

The following sentence is hereby added to Section 5.3(c) of the Agreement:
“It is intended by the parties to this Agreement that Consultant services in connection with this Project shall not subject Consultant's individual employees, officers or directors to any personal legal exposure for the risks associated with the Project or this Agreement, or any Addenda. Therefore, and notwithstanding anything to the contrary contained herein, City agrees that as Client's sole and exclusive remedy, any claim, demand or suit shall be directed and/or asserted only against Consultant, a California corporation or its incorporated subconsultant(s), and not against any of Consultant's or its sub-consultant(s) individual employees, officers or directors.”
DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F 01240.0001/535308.1 C-1
EXHIBIT “C”

SCHEDULE OF COMPENSATION
I. Consultant shall perform the following tasks at the following rates:

TASK DESCRIPTION TOTAL COST
Task 1
Task 1.1: Project Initiation and Project Description $ 4,120.00 SUBTOTAL Task 1 $ 4,120.00
Task 2
Task 2.1: Construction Trip Generation Analysis $ 2,800.00 Task 2.2: Air Quality and Greenhouse Gas Emissions Analyses $ 5,180.00 Task 2.3: Energy Analysis $ 2,800.00
Task 2.4: Construction Noise and Vibration Analysis $ 6,310.00 Task 2.5: Cultural and Paleontological Resources Assessment $ 6,940.00 Task 2.6: Biological Resources Assessment $ 8,230.00
SUBTOTAL Task 2 $ 32,260.00
Task 3
Task 3.1: Administrative Draft IS/MND $ 17,820.00
SUBTOTAL Task 3 $ 17,820.00
Task 4
Task 4.1: Public Draft IS/MND $ 6,840.00
SUBTOTAL Task 4 $ 6,840.00
Task 5:

Task 5.1: Responses to Comments and Final IS/MND $ 8,270.00 SUBTOTAL Task 5 $ 8,270.00
Task 6:

Task 6.1: Mitigation Monitoring and Reporting Program $ 2,460.00 SUBTOTAL Task 6 $ 2,460.00
Task 7:

Task 7.1: Findings $ 3,140.00
SUBTOTAL Task 7 $ 3,140.00
Task 8:

Task 8.1: Hearing $ 3,560.00
DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F 01240.0001/535308.1 C-2
SUBTOTAL Task 8 $ 3,560.00
Task 9:

Task 9.1: Project Management $ 6,050.00
SUBTOTAL Task 9 $ 6,050.00
Expenses
Expenses Budget $ 1,500.00
SUBTOTAL Expenses $ 1,500.00
GRAND TOTAL (Not-to-exceed) $ 86,020.00
III. Within the budgeted amounts for each Task, and with the approval of the Contract Officer, funds may be shifted from one Task subbudget to another so long as the Contract Sum is not exceeded per Section 2.1, unless Additional Services are approved per Section 1.9.

IV. The City will compensate Consultant for the Services performed upon submission of a valid invoice. Each invoice is to include:

A. Line items for all personnel describing the work performed, the number of hours worked, and the hourly rate.

B. Line items for all materials and equipment properly charged to the Services.

C. Line items for all other approved reimbursable expenses claimed, with supporting documentation.

D. Line items for all approved subcontractor labor, supplies, equipment, materials, and travel properly charged to the Services.

V. The total compensation for the Services shall not exceed the Contract Sum as provided in Section 2.1 of this Agreement.

VI. The Consultant’s billing rates for all personnel are attached as Exhibit C-1.

DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F 01240.0001/535308.1 D-1
EXHIBIT “D”

SCHEDULE OF PERFORMANCE
I. Consultant shall perform all services timely in accordance with the following schedule:

Description Days to Perform Deadline Date
A. All Tasks 6 months 6 months from City’s
issuance of a notice to
proceed
II. The Contract Officer may approve extensions for performance of the services in accordance with Section 3.2.

DocuSign Envelope ID: 113B11D5-DA19-4BD8-9372-645A779A899F

STAFF REPORT
TO: Mayor and Council Members DATE: March 24, 2026
FROM: Community Development DISTRICT(S): Citywide
SUBJECT: Amendment No. 1 to the Agreement for Contract Services with JMDIAZ, Inc. for Engineering and Land Development Services

RECOMMENDATION
That the City Council:

1. Approve Amendment No. 1 (“Amendment”) to the Contract Services Agreement (the “Agreement”) with JMDiaz, Inc. (“JMD”) extending the contract term by one year and increasing the compensation due to JMD under the Agreement by $349,000 to a total amount of $570,000; and

2. Authorize the City Manager to execute the Amendment.

STRATEGIC FOCUS AREAS
Not applicable.

EXECUTIVE SUMMARY
As part of the 2022-23 budget, the City created the position of Principal Engineer – Land Development. This position is assigned to the Community Development Department. The Land Development Division is one of the City functions that reviews private development applications and issues certain construction-related permits.

Multiple recruitment efforts have not produced a qualified candidate for the position. Additionally, the volume of plan review and permitting activity is exceeding the hours and budget set forth in the Agreement with JMD. Development activity is expected to continue at the current rate at least through the 2026 calendar year. The purpose of the Amendment with JMD is to continue their provision of on-call professional and engineering services for land development. The Amendment will extend the Agreement by one year to June 24, 2027, and increase the contract amount from $221,000 to $570,000.

LEGISLATIVE HISTORY / PREVIOUS ACTIONS
In 2022, the City Council authorized the creation of a Principal Engineer – Land Development to lead and coordinate associated engineering review and issuance of permits for new development and construction on private property. The position is currently unfilled.

JMD has provided engineering and land development services since 2023. In June 2025, the City Council approved the current Agreement with JMD. The Agreement will expire in June 2026. Section 3.4 of the Agreement states that the City Manager may extend the term for one year.

DISCUSSION
Engineering is a division within the Public Works Department. The division’s responsibilities include capital projects such as water, street, parks and other infrastructure planning and maintenance - all within the public realm. The Land Development division issues permits and reviews plans related to private land development. Land development involves the issuance of permits and review of commercial and residential development applications - this function resides in the Community and Economic Development Department to ensure all private development/entitlements exist under the purview of one director. The land development function issues permits for grading, ensures compliance with storm water regulations, processes subdivision maps, and ensures that adequate infrastructure is in place to support development. Land Development services are provided by a combination of in-house staff and a contract with a private engineering firm.

Land Development is one of the three divisions that comprise the development services function. The other divisions are Planning and Building. During the entitlement phase of a development application, Land Development works closely with Planning to determine feasibility, identify necessary public improvements, and write development conditions of approval. During the construction phase, Land Development processes Final Tract Map applications, issues construction permits for grading, public improvement plans, Storm Water Pollution Prevention Plans (SWPP), conducts construction inspections, and provides other permit related support.

The Agreement with JMD provides professional engineering staff for an anticipated 20 hours per week over one year. The JMD engineering staff coordinate land development applications. City staff and other engineering consultants perform administrative tracking and routine engineering duties, and projects that are not directly related to land development applications. Due to an increase in development related activity, JMD land development staff are working more hours than anticipated in the Agreement.

Development activity, particularly housing development, is greater than normal. Typical development activity anticipates two to three larger housing development in the pre-development phase and/or under construction, whereas there are currently 15 housing development applications in some phase of development. The developments range from 12 to 186 housing units. The table below lists the total number of housing units in process and phase of development.

Development Phase Units
Under Construction 123
Construction Plan Review 188
Entitlement Review 194
Conceptual Review 225
Considering this workload, JMD has increased hours and staff to support the development process. The proposed Amendment is designed to cover the cost of the additional work through June 24, 2027. Because the position is a part of development services function, the work is directly related to fee generated activity associated with the land entitlement and permitting process. Total development and construction related fees generated by the Community Development and Public Works Departments is approximately at $1.5 million for the 2025-26 fiscal year.

FISCAL IMPACT
The Community Development Department has staffing vacancies in Fiscal Year 2025-26 to cover General Fund (101) impact. This position also generates revenue for the Department and the City reviews on an annual basis the staffing and contract impact to the Master Schedule of Fees. Year two of the contract in Fiscal Year 2026-27 will also be funded from anticipated salary savings from the vacant Land Development Principal Engineer and other positions within the Community and Economic Development Department budget.

ENVIRONMENTAL DETERMINATION
The proposed Amendment is exempt under the “common sense” exemption, pursuant to CEQA Guidelines Section 15061(b)(3), which provides that CEQA applies only to projects which have the potential for causing a significant effect on the environment. The Agreement and the Amendment is limited to on-call professional services.

Prepared By: Jeff Kugel, Community Development Director Concurs With: Not Applicable
Reviewed By: Jeff Kugel, Community Development Director Certified to Availability of Funds: Kyle Johnson, Finance Director/City Treasurer Approved By: Adam Raymond, City Manager
Legal Review: Danny Aleshire, City Attorney
CEQA Review: Not Applicable
Attachments
A_Amendment_No_1.pdf
B_JMDiaz_Contract.pdf
01240.0001/1015820.1
AMENDMENT NO. 1

TO AGREEMENT FOR CONTRACT SERVICES
THIS AMENDMENT NO. 1 TO AGREEMENT FOR CONTRACT SERVICES (“Amendment”) is made by and between the CITY OF GLENDORA, a California general law city (“City”) and JMDIAZ, INC., a California corporation (“Consultant”) effective as of the _____ day of __________, 2026.

RECITALS
A. City and Consultant entered into that certain Agreement for Contract Services, dated June 24, 2025 (“Agreement”) whereby Consultant agreed to provide certain on-call engineering and land development services. Initial capitalized terms used but not defined herein shall have the meaning set forth in the Agreement.

B. City and Consultant now desire to amend the Agreement to increase the Contract Sum from $221,000 to $570,000 and extend the Term for an additional one (1) year period.

TERMS

1. Contract Changes. The Agreement is amended as provided herein. Deleted text is indicated in strikethrough and added text in bold italics.

2.1 Contract Sum. Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the amounts specified in the “Schedule of Compensation” attached hereto as Exhibit "C” and incorporated herein by reference. The total compensation, including reimbursement for actual expenses, shall not exceed Two Hundred Twenty One Thousand Dollars ($221,000) Five Hundred Seventy Thousand Dollars ($570,000) (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.9.

3.4 Term. Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect util completion of the services but not exceeding one (1) year two (2) years from the date hereon (“Term”), except as otherwise provided in the Schedule of Performance (as shown on Exhibit “D” attached hereto).

2. Continuing Effect of Agreement. Except as amended by this Amendment, the provisions of the Agreement shall remain unchanged and in full force and effect. From and after the date of this Amendment, whenever the term “Agreement” appears in the Agreement, it shall mean the Agreement, as amended by this Amendment to the Agreement.

3. Affirmation of Agreement; Warranty Re Absence of Defaults. City and Consultant each ratify and reaffirm each and every one of the respective rights and obligations arising under the Agreement. Each party represents and warrants to the other that there have been no written or oral modifications to the Agreement other than as provided herein. Each party represents and warrants to the other that the Agreement is currently an effective, valid, and binding obligation.

Docusign Envelope ID: B2ADEF5A-B924-4FF8-9903-B60784F69361 Amendment No. 1 – JMDiaz (Civil Engineer – Land Development) 03.24.2026 -2- Consultant represents and warrants to City that, as of the date of this Amendment City is not in default of any material term of the Agreement and that there have been no events that, with the passing of time or the giving of notice, or both, would constitute a material default under the Agreement.

City represents and warrants to Consultant that, as of the date of this Amendment, Consultant is not in default of any material term of the Agreement and that there have been no events that, with the passing of time or the giving of notice, or both, would constitute a material default under the Agreement.

5. Authority. The persons executing this Amendment on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Amendment on behalf of said party, (iii) by so executing this Amendment, such party is formally bound to the provisions of this Amendment, and (iv) the entering into this Amendment does not violate any provision of any other agreement to which said party is bound.

6. Counterparts. This Amendment may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument. Each of the parties intend to be bound by the signatures on any telecopied, .pdf or other electronically delivered document, and are aware that the other party will rely on the telecopied, .pdf or other electronically delivered signatures, and hereby waive any defenses to the enforcement of the terms of this Amendment based on the form of signature. [SIGNATURES APPEAR ON THE FOLLOWING PAGE]
Docusign Envelope ID: B2ADEF5A-B924-4FF8-9903-B60784F69361 Amendment No. 1 – JMDiaz (Civil Engineer – Land Development) 03.24.2026 -3- IN WITNESS WHEREOF, the parties hereto have executed this Amendment on the date and year first-above written.

CITY:

City of Glendora, a municipal corporation
Adam Raymond
City Manager
APPROVED AS TO FORM: CERTIFY AVAILABILITY OF FUNDS:

ALESHIRE & WYNDER, LLP
Danny Aleshire
City Attorney
Kyle Johnson
Finance Director/City Treasurer
ATTEST:

Kathleen R. Sessman
City Clerk/Communications Director
CONSULTANT:

JMDIAZ, INC., a California corporation
Name: Juan M. Diaz
Title: President/CEO
Email Address: [email protected]
Two corporate officer signatures required when Consultant is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer.

Docusign Envelope ID: B2ADEF5A-B924-4FF8-9903-B60784F69361 Feb 27, 2026 | 5:05 AM EST
01240.0001/1015820.1
Docusign Envelope ID: B2ADEF5A-B924-4FF8-9903-B60784F69361

AGREEMENT FOR CONTRACT SERVICES
By and Between

CITY OF GLENDORA
and
JMDIAZ, INC.

Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A Agreement – JMDiaz (Civil Engineer – Land Development) 06.24.2025 1

AGREEMENT FOR CONTRACT SERVICES

BETWEEN THE CITY OF GLENDORA AND
JMDIAZ, INC.

THIS AGREEMENT FOR CONTRACT SERVICES (herein “Agreement”) is made and entered into this _____ day of __________, 2025 by and between the City of Glendora, a California municipal corporation (“City”) and JMDiaz, Inc., a California corporation (“Consultant”). City and Consultant may be referred to, individually or collectively, as “Party” or “Parties.”

RECITALS
A. City seeks certain professional engineering and planning services as defined and described particularly in Article 1 and Exhibit “A” of this Agreement.

B. Consultant, following submission of a proposal, dated April 14, 2025 (“Proposal”) for the performance of the services defined and described herein, was selected by the City to perform such services.

C. Pursuant to the City of Glendora’s Municipal Code, City has authority to enter into and execute this Agreement.

ARTICLE 1. SERVICES OF CONSULTANT

1.1 Scope of Services.

1.2 Consultant’s Proposal.

Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A 24th June
Agreement – JMDiaz (Civil Engineer – Land Development) 06.24.2025 2 The Scope of Services shall include the Consultant’s Proposal which shall be incorporated herein by this reference as though fully set forth herein. In the event of any inconsistency between the terms of such Proposal and this Agreement, the terms of this Agreement shall govern.

1.3 Compliance with Law.

1.4 California Labor Law.

If the Scope of Services includes any “public work” or “maintenance work,” as those terms are defined in California Labor Code section 1720 et seq. and California Code of Regulations, Title 8, Section 16000 et seq., and if the total compensation is $1,000 or more, Consultant shall pay prevailing wages for such work and comply with the requirements in California Labor Code section 1770 et seq. and 1810 et seq., and all other applicable laws, including the following requirements:
(a) Public Work. The Parties acknowledge that some or all of the work to be performed under this Agreement is a “public work” as defined in Labor Code Section 1720 and that this Agreement is therefore subject to the requirements of Division 2, Part 7, Chapter 1 (commencing with Section 1720) of the California Labor Code relating to public works contracts and the rules and regulations established by the Department of Industrial Relations (“DIR”) implementing such statutes. The work performed under this Agreement is subject to compliance monitoring and enforcement by the DIR. Consultant shall post job site notices, as prescribed by regulation.
(b) Prevailing Wages. Consultant shall pay prevailing wages to the extent required by Labor Code Section 1771. Pursuant to Labor Code Section 1773.2, copies of the prevailing rate of per diem wages are on file at City Hall and will be made available to any interested party on request. By initiating any work under this Agreement, Consultant acknowledges receipt of a copy of the Department of Industrial Relations (DIR) determination of the prevailing rate of per diem wages, and Consultant shall post a copy of the same at each job site where work is performed under this Agreement.
(c) Penalty for Failure to Pay Prevailing Wages. Consultant shall comply with and be bound by the provisions of Labor Code Sections 1774 and 1775 concerning the payment of prevailing rates of wages to workers and the penalties for failure to pay prevailing wages. The Consultant shall, as a penalty to the City, forfeit two hundred dollars ($200) for each calendar day, or portion thereof, for each worker paid less than the prevailing rates as determined by the DIR for the work or craft in which the worker is employed for any public work done pursuant to this Agreement by Consultant or by any subcontractor. (d) Payroll Records. Consultant shall comply with and be bound by the provisions of Labor Code Section 1776, which requires Consultant and each subconsultant to: keep accurate payroll records and verify such records in writing under penalty of perjury, as specified in Section 1776; certify and make such payroll records available for inspection as provided by Section 1776; and inform the City of the location of the records. (e) Apprentices. Consultant shall comply with and be bound by the provisions of Labor Code Sections 1777.5, 1777.6, and 1777.7 and California Code of Regulations Title 8, Section 200 et seq. concerning the employment of apprentices on public works projects. Consultant shall be responsible for compliance with these aforementioned Sections for all apprenticeable occupations. Prior to commencing work under this Agreement, Consultant shall provide City with a copy of the information submitted to any applicable apprenticeship program. Within sixty (60) days after concluding work pursuant to this Agreement, Consultant Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A Agreement – JMDiaz (Civil Engineer – Land Development) 06.24.2025 3 and each of its subconsultants shall submit to the City a verified statement of the journeyman and apprentice hours performed under this Agreement.
(f) Eight-Hour Work Day. Consultant acknowledges that eight (8) hours labor constitutes a legal day's work. Consultant shall comply with and be bound by Labor Code Section 1810. (g) Penalties for Excess Hours. Consultant shall comply with and be bound by the provisions of Labor Code Section 1813 concerning penalties for workers who work excess hours. The Consultant shall, as a penalty to the City, forfeit twenty-five dollars ($25) for each worker employed in the performance of this Agreement by the Consultant or by any subcontractor for each calendar day during which such worker is required or permitted to work more than eight (8) hours in any one calendar day and forty (40) hours in any one calendar week in violation of the provisions of Division 2, Part 7, Chapter 1, Article 3 of the Labor Code. Pursuant to Labor Code section 1815, work performed by employees of Consultant in excess of eight (8) hours per day, and forty (40) hours during any one week shall be permitted upon public work upon compensation for all hours worked in excess of 8 hours per day at not less than one and one-half (1½) times the basic rate of pay. (h) Workers’ Compensation. California Labor Code Sections 1860 and 3700 provide that every employer will be required to secure the payment of compensation to its employees if it has employees. In accordance with the provisions of California Labor Code Section 1861, Consultant certifies as follows:
“I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract.”
Consultant’s Authorized Initials ___________________
Juan M. Diaz, President/CEO
(i) Consultant’s Responsibility for Subcontractors. For every subcontractor who will perform work under this Agreement, Consultant shall be responsible for such subcontractor's compliance with Division 2, Part 7, Chapter 1 (commencing with Section 1720) of the California Labor Code, and shall make such compliance a requirement in any contract with any subcontractor for work under this Agreement. Consultant shall be required to take all actions necessary to enforce such contractual provisions and ensure subcontractor's compliance, including without limitation, conducting a review of the certified payroll records of the subcontractor on a periodic basis or upon becoming aware of the failure of the subcontractor to pay his or her workers the specified prevailing rate of wages. Consultant shall diligently take corrective action to halt or rectify any such failure by any subcontractor.

1.5 Licenses, Permits, Fees and Assessments.

Consultant shall obtain at its sole cost and expense such licenses, permits and approvals as may be required by law for the performance of the services required by this Agreement. Consultant shall have the sole obligation to pay for any fees, assessments and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for the Consultant’s performance of the services required by this Agreement, and shall indemnify, defend and hold harmless City, its officers, employees or agents of City, against any such fees, assessments, taxes, penalties or interest levied, assessed or imposed against City hereunder.

1.6 Familiarity with Work.

Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A Agreement – JMDiaz (Civil Engineer – Land Development) 06.24.2025 4 By executing this Agreement, Consultant warrants that Consultant (i) has thoroughly investigated and considered the scope of services to be performed, (ii) has carefully considered how the services should be performed, and (iii) fully understands the facilities, difficulties and restrictions attending performance of the services under this Agreement. If the services involve work upon any site, Consultant warrants that Consultant has or will investigate the site and is or will be fully acquainted with the conditions there existing, prior to commencement of services hereunder. Should the Consultant discover any latent or unknown conditions, which will materially affect the performance of the services hereunder, Consultant shall immediately inform the City of such fact and shall not proceed except at Consultant’s risk until written instructions are received from the Contract Officer.

1.7 Care of Work.

The Consultant shall adopt reasonable methods during the life of this Agreement to furnish continuous protection to the work, and the equipment, materials, papers, documents, plans, studies and/or other components thereof to prevent losses or damages, and shall be responsible for all such damages, to persons or property, until acceptance of the work by City, except such losses or damages as may be caused by City’s own negligence.

1.8 Further Responsibilities of Parties.

Both Parties agree to use reasonable care and diligence to perform their respective obligations under this Agreement. Both Parties agree to act in good faith to execute all instruments, prepare all documents and take all actions as may be reasonably necessary to carry out the purposes of this Agreement. Unless hereafter specified, neither Party shall be responsible for the service of the other.

1.9 Additional Services.

Any greater increases, taken either separately or cumulatively, must be approved by the City Council. It is expressly understood by Consultant that the provisions of this Section shall not apply to services specifically set forth in the Scope of Services. Consultant hereby acknowledges that it accepts the risk that the services to be provided pursuant to the Scope of Services may be more costly or time consuming than Consultant anticipates and that Consultant shall not be entitled to additional compensation therefor. City may in its sole and absolute discretion have similar work done by other Consultants. No claims for an increase in the Contract Sum or time for performance shall be valid unless the procedures established in this Section are followed.

1.10 Special Requirements.

ARTICLE 2. COMPENSATION AND METHOD OF PAYMENT.

Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A Agreement – JMDiaz (Civil Engineer – Land Development) 06.24.2025 5

2.1 Contract Sum.

Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the amounts specified in the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed Two Hundred Twenty One Thousand Dollars ($221,000) (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.9.

2.2 Method of Compensation.

2.3 Reimbursable Expenses.

2.4 Invoices.

Each month Consultant shall furnish to City an original invoice for all work performed and expenses incurred during the preceding month in a form approved by City’s Director of Finance. By submitting an invoice for payment under this Agreement, Consultant shall be deemed to have certify compliance with all provisions of this Agreement. The invoice shall contain all information specified in Exhibit “C”, and shall detail charges for all necessary and actual expenses by the following categories: labor (by sub-category), travel, materials, equipment, supplies, and sub-contractor contracts. Sub-contractor charges shall also be detailed by such categories.

Consultant shall not invoice City for any duplicate services performed by more than one person.

City shall independently review each invoice submitted by the Consultant to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. Except as to any charges for work performed or expenses incurred by Consultant which are disputed by City, or as provided in Section 7.3, City will use its best efforts to cause Consultant to be paid within forty-five (45) days of receipt of Consultant’s correct and undisputed invoice; however, Consultant acknowledges and agrees that due to City warrant run procedures, the City cannot guarantee that payment will occur within this time period. In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Consultant for correction and resubmission. Review and payment by City for any invoice provided by the Consultant shall not constitute a waiver of any rights or remedies provided herein or any applicable law.

2.5 Waiver.

Payment to Consultant for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Consultant.

Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A Agreement – JMDiaz (Civil Engineer – Land Development) 06.24.2025 6 ARTICLE 3. PERFORMANCE SCHEDULE

3.1 Time of Essence.

Time is of the essence in the performance of this Agreement.

3.2 Schedule of Performance.

3.3 Force Majeure.

The time period(s) specified in the Schedule of Performance for performance of the services rendered pursuant to this Agreement shall be extended because of any delays due to unforeseeable causes beyond the control and without the fault or negligence of the Consultant, including, but not restricted to, acts of God or of the public enemy, unusually severe weather, fires, earthquakes, floods, epidemics, quarantine restrictions, riots, strikes, freight embargoes, wars, litigation, and/or acts of any governmental agency, including the City, if the Consultant shall within ten (10) days of the commencement of such delay notify the Contract Officer in writing of the causes of the delay. The Contract Officer shall ascertain the facts and the extent of delay, and extend the time for performing the services for the period of the enforced delay when and if in the judgment of the Contract Officer such delay is justified. The Contract Officer’s determination shall be final and conclusive upon the Parties to this Agreement. In no event shall Consultant be entitled to recover damages against the City for any delay in the performance of this Agreement, however caused, Consultant’s sole remedy being extension of this Agreement pursuant to this Section.

3.4 Term.

ARTICLE 4. COORDINATION OF WORK

4.1 Representatives and Personnel of Consultant.

Juan M. Diaz, President/CEO
It is expressly understood that the experience, knowledge, capability and reputation of the foregoing principals were a substantial inducement for City to enter into this Agreement. Therefore, the foregoing principals shall be responsible during the Term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the services hereunder. All personnel of Consultant, and any authorized agents, shall at all times be under the exclusive direction and control of the Principals. For purposes of this Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A Agreement – JMDiaz (Civil Engineer – Land Development) 06.24.2025 7 Agreement, the foregoing Principals may not be replaced nor may their responsibilities be substantially reduced by Consultant without the express written approval of City. Additionally, Consultant shall utilize only competent personnel to perform services pursuant to this Agreement. Consultant shall make every reasonable effort to maintain the stability and continuity of Consultant’s staff and subcontractors, if any, assigned to perform the services required under this Agreement. Consultant shall notify City of any changes in Consultant’s staff and subcontractors, if any, assigned to perform the services required under this Agreement, prior to and during any such performance.

4.2 Status of Consultant.

4.3 Contract Officer.

The Contract Officer shall be the City’s Community Development Director, or such person as may be designated by the City Manager. It shall be the Consultant’s responsibility to assure that the Contract Officer is kept informed of the progress of the performance of the services and the Consultant shall refer any decisions which must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. The Contract Officer shall have authority, if specified in writing by the City Manager, to sign all documents on behalf of the City required hereunder to carry out the terms of this Agreement.

4.4 Independent Consultant.

City shall have no voice in the selection, discharge, supervision or control of Consultant’s employees, servants, representatives or agents, or in fixing their number, compensation or hours of service. Consultant shall perform all services required herein as an independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City. City shall not in any way or for any purpose become or be deemed to be a partner of Consultant in its business or otherwise or a joint venturer or a member of any joint enterprise with Consultant.

4.5 Prohibition Against Subcontracting or Assignment.

The experience, knowledge, capability and reputation of Consultant, its principals and employees were a substantial inducement for the City to enter into this Agreement. Therefore, Consultant shall not contract with any other entity to perform in whole or in part the services required hereunder without the express written approval of the City. In addition, neither this Agreement nor any interest herein may be transferred, assigned, conveyed, hypothecated or encumbered voluntarily or by operation of law, whether for the benefit of creditors or otherwise, without the prior written approval of City. Transfers restricted hereunder shall include the transfer to any person or group of persons acting in concert of more than twenty five percent (25%) of the present ownership and/or control of Consultant, taking all transfers into account on a cumulative basis. In the event of any such unapproved Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A Agreement – JMDiaz (Civil Engineer – Land Development) 06.24.2025 8 transfer, including any bankruptcy proceeding, this Agreement shall be void. No approved transfer shall release the Consultant or any surety of Consultant of any liability hereunder without the express consent of City.

ARTICLE 5. INSURANCE AND INDEMNIFICATION

5.1 Insurance Coverages.

Without limiting Consultant’s indemnification of City, and prior to commencement of any services under this Agreement, Consultant shall obtain, provide and maintain at its sole cost and expense during the Term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to City. (a) General Liability Insurance. Consultant shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage, including without limitation, blanket contractual liability. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.
(b) Automobile Liability Insurance. Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with the services to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident.
(c) Professional Liability (errors & omissions) Insurance. Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three (3) years after completion of the services required by this Agreement.
(d) Workers’ Compensation Insurance. Consultant shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000). (e) Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall include all of the requirements stated herein. (f) Additional Insurance. Policies of such other insurance, as may be required in the Special Requirements in Exhibit “B”.

5.2 General Insurance Requirements.
(a) Proof of Insurance. Consultant shall provide certificates of insurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by City’s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with City at all times during the Term of this Agreement. City reserves the right to require complete, certified copies of all required insurance policies, at any time.

Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A Agreement – JMDiaz (Civil Engineer – Land Development) 06.24.2025 9 (b) Duration of Coverage. Consultant shall procure and maintain for the duration of this Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Services hereunder by Consultant, its agents, representatives, employees or subconsultants.
(c) Primary/Noncontributing. Coverage provided by Consultant shall be primary and any insurance or self-insurance procured or maintained by City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of City before the City’s own insurance or selfinsurance shall be called upon to protect it as a named insured. (d) City’s Rights of Enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement.
(e) Acceptable Insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or that is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VI (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager.
(f) Waiver of Subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against City, its elected or appointed officers, agents, officials, employees and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subconsultants.
(g) Enforcement of Contract Provisions (non-estoppel). Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder. (h) Requirements not Limiting. Requirements of specific coverage features or limits contained in this section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
(i) Notice of Cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide to City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage. (j) Additional Insured Status. General liability and automobile policies shall provide or be endorsed to provide that City and its officers, officials, employees, and agents, and volunteers shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies.

Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A Agreement – JMDiaz (Civil Engineer – Land Development) 06.24.2025 10 (k) Prohibition of Undisclosed Coverage Limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved by the City in writing. (l) Separation of Insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions.
(m) Pass Through Clause. Consultant agrees to ensure that its subconsultants, subcontractors, and any other party involved with the services who is brought onto or involved in the services by Consultant, provide the same minimum insurance coverage and endorsements required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with consultants, subcontractors, and others engaged in the services will be submitted to City for review. (n) City’s Right to Revise Specifications. The City reserves the right at any time during the Term of this Agreement to change the amounts and types of insurance required by giving the Consultant ninety (90) days advance written notice of such change. If such change results in substantial additional cost to the Consultant, the City and Consultant may renegotiate Consultant’s compensation. (o) Deductibles / Self-insured Retentions. Any deductibles and self-insured retentions must be declared to and approved by City. At the option of the City, either: the insurer shall reduce or eliminate such deductibles or self-insured retentions with respect to the City, it officers, officials, employees, agents and volunteers, or the Consultant shall provide a financial guarantee satisfactory to the city guaranteeing payment of losses and related investigations, claims administration and defense expense. (p) Timely Notice of Claims. Consultant shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant’s performance under this Agreement, and that involve or may involve coverage under any of the required liability policies. (q) Additional Insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work.

5.3 Indemnification.

To the full extent permitted by law, Consultant agrees to indemnify, defend and hold harmless the City, its officers, employees and agents (“Indemnified Parties”) against, and will hold and save them and each of them harmless from, any and all actions, either judicial, administrative, arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities whether actual or threatened (herein “claims or liabilities”) that may be asserted or claimed by any person, firm or entity arising out of or in connection with the negligent performance of the work, operations or activities provided herein of Consultant, its officers, employees, agents, subcontractors, or invitees, or any individual or entity for which Consultant is legally liable (“indemnitors”), or arising from Consultant’s or indemnitors’ reckless or willful misconduct, or arising from Consultant’s or indemnitors’ negligent performance of or failure to perform any term, provision, covenant or condition of this Agreement, and in connection therewith:
(a) Consultant will defend any action or actions filed in connection with any of said claims or liabilities and will pay all costs and expenses, including legal costs and attorneys’ fees incurred in connection therewith;
Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A Agreement – JMDiaz (Civil Engineer – Land Development) 06.24.2025 11 (b) Consultant will promptly pay any judgment rendered against the City, its officers, agents or employees for any such claims or liabilities arising out of or in connection with the negligent performance of or failure to perform such work, operations or activities of Consultant hereunder; and Consultant agrees to save and hold the City, its officers, agents, and employees harmless therefrom; (c) In the event the City, its officers, agents or employees is made a party to any action or proceeding filed or prosecuted against Consultant for such damages or other claims arising out of or in connection with the negligent performance of or failure to perform the work, operation or activities of Consultant hereunder, Consultant agrees to pay to the City, its officers, agents or employees, any and all costs and expenses incurred by the City, its officers, agents or employees in such action or proceeding, including but not limited to, legal costs and attorneys’ fees; and
(d) Consultant shall incorporate similar indemnity agreements with its subcontractors and if it fails to do so Consultant shall be fully responsible to indemnify City hereunder therefore, and failure of City to monitor compliance with these provisions shall not be a waiver hereof. This indemnification includes claims or liabilities arising from any negligent or wrongful act, error or omission, or reckless or willful misconduct of Consultant in the performance of professional services hereunder. The provisions of this Section do not apply to claims or liabilities occurring as a result of City’s sole negligence or willful acts or omissions, but, to the fullest extent permitted by law, shall apply to claims and liabilities resulting in part from City’s negligence, except that design professionals’ indemnity hereunder shall be limited to claims and liabilities arising out of the negligence, recklessness or willful misconduct of the design professional. The indemnity obligation shall be binding on successors and assigns of Consultant and shall survive termination of this Agreement.

ARTICLE 6. RECORDS, REPORTS, AND RELEASE OF INFORMATION

6.1 Records.

Consultant shall keep, and require subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports, studies or other documents relating to the disbursements charged to City and services performed hereunder (the “books and records”), as shall be necessary to perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services. Any and all such documents shall be maintained in accordance with generally accepted accounting principles and shall be complete and detailed. The Contract Officer shall have full and free access to such books and records at all times during normal business hours of City, including the right to inspect, copy, audit and make records and transcripts from such records. Such records shall be maintained for a period of three (3) years following completion of the services hereunder, and the City shall have access to such records in the event any audit is required. In the event of dissolution of Consultant’s business, custody of the books and records may be given to City, and access shall be provided by Consultant’s successor in interest. Notwithstanding the above, the Consultant shall fully cooperate with the City in providing access to the books and records if a public records request is made and disclosure is required by law including but not limited to the California Public Records Act.

6.2 Reports.

Consultant shall periodically prepare and submit to the Contract Officer such reports concerning the performance of the services required by this Agreement as the Contract Officer shall require. Consultant hereby acknowledges that the City is greatly concerned about the cost of work and services to be performed pursuant to this Agreement. For this reason, Consultant agrees that if Consultant becomes aware of any facts, circumstances, techniques, or events that may or will materially increase or decrease the cost of the work or services contemplated herein or, if Consultant is providing design services, the cost of the project being designed, Consultant shall promptly notify the Contract Officer of said fact, circumstance, technique or event and the estimated increased or Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A Agreement – JMDiaz (Civil Engineer – Land Development) 06.24.2025 12 decreased cost related thereto and, if Consultant is providing design services, the estimated increased or decreased cost estimate for the project being designed.

6.3 Ownership of Documents.

6.4 Confidentiality and Release of Information.
(a) All information gained or work product produced by Consultant in performance of this Agreement shall be considered confidential, unless such information is in the public domain or already known to Consultant. Consultant shall not release or disclose any such information or work product to persons or entities other than City without prior written authorization from the Contract Officer. (b) Consultant, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the Contract Officer or unless requested by the City Attorney, voluntarily provide documents, declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered “voluntary” provided Consultant gives City notice of such court order or subpoena. (c) If Consultant, or any officer, employee, agent or subcontractor of Consultant, provides any information or work product in violation of this Agreement, then City shall have the right to reimbursement and indemnity from Consultant for any damages, costs and fees, including attorney’s fees, caused by or incurred as a result of Consultant’s conduct.
(d) Consultant shall promptly notify City should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed there under. City retains the right, but has no obligation, to represent Consultant or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant. However, this right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response.

ARTICLE 7. ENFORCEMENT OF AGREEMENT AND TERMINATION

7.1 California Law.

Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A Agreement – JMDiaz (Civil Engineer – Land Development) 06.24.2025 13 This Agreement shall be interpreted, construed and governed both as to validity and to performance of the Parties in accordance with the laws of the State of California. Legal actions concerning any dispute, claim or matter arising out of or in relation to this Agreement shall be instituted in the Superior Court of the County of Los Angeles, State of California, or any other appropriate court in such county, and Consultant covenants and agrees to submit to the personal jurisdiction of such court in the event of such action. In the event of litigation in a U.S.

District Court, venue shall lie exclusively in the Central District of California, in the County of Los Angeles, State of California.

7.2 Disputes; Default.

In the event that Consultant is in default under the terms of this Agreement, the City shall not have any obligation or duty to continue compensating Consultant for any work performed after the date of default. Instead, the City may give notice to Consultant of the default and the reasons for the default. The notice shall include the timeframe in which Consultant may cure the default. This timeframe is presumptively thirty (30) days, but may be extended, though not reduced, if circumstances warrant, as determined by the Contract Officer. The cure period may run concurrently with the termination period as provided in Section 7.7, if the option to cure in the alternative to termination. During the period of time that Consultant is in default, the City shall hold all invoices and shall, when the default is cured, proceed with payment on the invoices. In the alternative, the City may, in its sole discretion, elect to pay some or all of the outstanding invoices during the period of default. If Consultant does not cure the default, the City may take necessary steps to terminate this Agreement under this Article. Any failure on the part of the City to give notice of the Consultant’s default shall not be deemed to result in a waiver of the City’s legal rights or any rights arising out of any provision of this Agreement.

7.3 Retention of Funds.

Consultant hereby authorizes City to deduct from any amount payable to Consultant (whether or not arising out of this Agreement) (i) any amounts the payment of which may be in dispute hereunder or which are necessary to compensate City for any losses, costs, liabilities, or damages suffered by City, and (ii) all amounts for which City may be liable to third parties, by reason of Consultant’s acts or omissions in performing or failing to perform Consultant’s obligation under this Agreement. In the event that any claim is made by a third party, the amount or validity of which is disputed by Consultant, or any indebtedness shall exist which shall appear to be the basis for a claim of lien, City may withhold from any payment due, without liability for interest because of such withholding, an amount sufficient to cover such claim. The failure of City to exercise such right to deduct or to withhold shall not, however, affect the obligations of the Consultant to insure, indemnify, and protect City as elsewhere provided herein.

7.4 Waiver.

Waiver by any Party to this Agreement of any term, condition, or covenant of this Agreement shall not constitute a waiver of any other term, condition, or covenant. Waiver by any Party of any breach of the provisions of this Agreement shall not constitute a waiver of any other provision or a waiver of any subsequent breach or violation of any provision of this Agreement. Acceptance by City of any work or services by Consultant shall not constitute a waiver of any of the provisions of this Agreement. No delay or omission in the exercise of any right or remedy by a non-defaulting Party on any default shall impair such right or remedy or be construed as a waiver.

Any waiver by either Party of any default must be in writing and shall not be a waiver of any other default concerning the same or any other provision of this Agreement.

7.5 Rights and Remedies are Cumulative.

Except with respect to rights and remedies expressly declared to be exclusive in this Agreement, the rights and remedies of the Parties are cumulative and the exercise by either Party of one or more of such rights or Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A Agreement – JMDiaz (Civil Engineer – Land Development) 06.24.2025 14 remedies shall not preclude the exercise by it, at the same or different times, of any other rights or remedies for the same default or any other default by the other Party.

7.6 Legal Action.

In addition to any other rights or remedies, either Party may take legal action, in law or in equity, to cure, correct or remedy any default, to recover damages for any default, to compel specific performance of this Agreement, to obtain declaratory or injunctive relief, or to obtain any other remedy consistent with the purposes of this Agreement. Notwithstanding any contrary provision herein, Consultant shall file a statutory claim pursuant to Government Code Sections 905 et seq. and 910 et seq., in order to pursue a legal action under this Agreement.

7.7 Termination Prior to Expiration of Term.

This Section shall govern any termination of this Agreement except as specifically provided in the following Section for termination for cause. The City reserves the right to terminate this Agreement at any time, with or without cause, upon thirty (30) days’ written notice to Consultant, except that where termination is due to the fault of the Consultant, the period of notice may be such shorter time as may be determined by the Contract Officer. In addition, the Consultant reserves the right to terminate this Agreement at any time, with or without cause, upon sixty (60) days’ written notice to City, except that where termination is due to the fault of the City, the period of notice may be such shorter time as the Consultant may determine. Upon receipt of any notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Except where the Consultant has initiated termination, the Consultant shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination and for any services authorized by the Contract Officer thereafter in accordance with the Schedule of Compensation or such as may be approved by the Contract Officer, except as provided in Section 7.3. In the event the Consultant has initiated termination, the Consultant shall be entitled to compensation only for the reasonable value of the work product actually produced hereunder. In the event of termination without cause pursuant to this Section, the terminating party need not provide the non-terminating party with the opportunity to cure pursuant to Section 7.2.

7.8 Termination for Default of Consultant.

7.9 Attorneys’ Fees.

If either Party to this Agreement is required to initiate or defend or made a party to any action or proceeding in any way connected with this Agreement, the prevailing party in such action or proceeding, in addition to any other relief which may be granted, whether legal or equitable, shall be entitled to reasonable attorney’s fees. Attorney’s fees shall include attorneys’ fees on any appeal, and in addition a Party entitled to attorneys’ fees shall be entitled to all other reasonable costs for investigating such action, taking depositions and discovery and all other necessary costs the court allows which are incurred in such litigation. All such fees shall be deemed to have accrued on commencement of such action and shall be enforceable whether or not such action is prosecuted to judgment.

Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A Agreement – JMDiaz (Civil Engineer – Land Development) 06.24.2025 15 ARTICLE 8. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION

8.1 Non-liability of City Officers and Employees.

8.2 Conflict of Interest.

No officer or employee of the City shall have any financial interest, direct or indirect, in this Agreement nor shall any such officer or employee participate in any decision relating to this Agreement which affects her/his financial interest or the financial interest of any corporation, partnership or association in which (s)he is, directly or indirectly, interested, in violation of any State statute or regulation. The Consultant warrants that it has not paid or given and will not pay or give any third party any money or other consideration for obtaining this Agreement.

8.3 Covenant Against Discrimination.

Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class in the performance of this Agreement. Consultant shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class.

8.4 Unauthorized Aliens.

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

ARTICLE 9. MISCELLANEOUS PROVISIONS

9.1 Notices.

Any notice, demand, request, document, consent, approval, or communication either Party desires or is required to give to the other Party or any other person shall be in writing and either served personally or sent by prepaid, first-class mail, in the case of the City, to the City Manager and to the attention of the Contract Officer (with her/his name and City title), City of Glendora, 116 E. Foothill Blvd., Glendora, California 91741-3380, and Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A Agreement – JMDiaz (Civil Engineer – Land Development) 06.24.2025 16 in the case of the Consultant, to the person(s) at the address designated on the execution page of this Agreement.

Either Party may change its address by notifying the other Party of the change of address in writing. Notice shall be deemed communicated at the time personally delivered or in seventy-two (72) hours from the time of mailing if mailed as provided in this Section.

9.2 Interpretation.

The terms of this Agreement shall be construed in accordance with the meaning of the language used and shall not be construed for or against either Party by reason of the authorship of this Agreement or any other rule of construction which might otherwise apply.

9.3 Counterparts.

This Agreement may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument. Each of the parties intend to be bound by the signatures on any telecopied, .pdf or other electronically delivered document, and are aware that the other party will rely on the telecopied, .pdf or other electronically delivered signatures, and hereby waive any defenses to the enforcement of the terms of this Agreement based on the form of signature.

9.4 Integration; Amendment.

This Agreement including the attachments hereto is the entire, complete and exclusive expression of the understanding of the Parties. It is understood that there are no oral agreements between the Parties hereto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, arrangements, agreements and understandings, if any, between the Parties, and none shall be used to interpret this Agreement.

No amendment to or modification of this Agreement shall be valid unless made in writing and approved by the Consultant and by the City Council. The Parties agree that this requirement for written modifications cannot be waived and that any attempted waiver shall be void.

9.5 Severability.

In the event that any one or more of the phrases, sentences, clauses, paragraphs, or sections contained in this Agreement shall be declared invalid or unenforceable by a valid judgment or decree of a court of competent jurisdiction, such invalidity or unenforceability shall not affect any of the remaining phrases, sentences, clauses, paragraphs, or sections of this Agreement which are hereby declared as severable and shall be interpreted to carry out the intent of the Parties hereunder unless the invalid provision is so material that its invalidity deprives either Party of the basic benefit of their bargain or renders this Agreement meaningless.

9.6 Warranty & Representation of Non-Collusion.

No official, officer, or employee of City has any financial interest, direct or indirect, in this Agreement, nor shall any official, officer, or employee of City participate in any decision relating to this Agreement which may affect his/her financial interest or the financial interest of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any corporation, partnership, or association in which (s)he is directly or indirectly interested, or in violation of any State or municipal statute or regulation. The determination of “financial interest” shall be consistent with State law and shall not include interests found to be “remote” or “noninterests” pursuant to Government Code Sections 1091 or 1091.5. Consultant warrants and represents that it has not paid or given, and will not pay or give, to any third party including, but not limited to, any City official, officer, or employee, any money, consideration, or other thing of value as a result or consequence of obtaining or being awarded any agreement. Consultant further warrants and represents that (s)he/it has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A Agreement – JMDiaz (Civil Engineer – Land Development) 06.24.2025 17 consideration, or other thing of value to any third party including, but not limited to, any City official, officer, or employee, as a result of consequence of obtaining or being awarded any agreement. Consultant is aware of and understands that any such act(s), omission(s) or other conduct resulting in such payment of money, consideration, or other thing of value will render this Agreement void and of no force or effect.

Consultant’s Authorized Initials ___________________
Juan M. Diaz, President/CEO

9.7 Authority.

The persons executing this Agreement on behalf of the Parties hereto warrant that (i) such Party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said Party, (iii) by so executing this Agreement, such Party is formally bound to the provisions of this Agreement, and (iv) that entering into this Agreement does not violate any provision of any other agreement to which said Party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the Parties.
[SIGNATURES APPEAR ON THE FOLLOWING PAGE]
Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A Agreement – JMDiaz (Civil Engineer – Land Development) 06.24.2025 18 IN WITNESS WHEREOF, the Parties hereto have executed this Agreement on the date and year first-above written.

CITY:

CITY OF GLENDORA, a municipal corporation
Adam Raymond
City Manager
APPROVED AS TO FORM: CERTIFY AVAILABILITY OF FUNDS:

ALESHIRE & WYNDER, LLP
Danny Aleshire
City Attorney
Kyle Johnson
Finance Director/City Treasurer
ATTEST:

Kathleen R. Sessman
City Clerk/Communications Director
CONSULTANT:

JMDIAZ, INC., a California corporation
Name: Juan M. Diaz
Title: President/CEO/Chief Financial Officer
Email: [email protected]
Address: 18645 E. Gale Avenue, Suite 212
Industry, CA 91748
Two corporate officer signatures required when Consultant is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer.

Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A Jun 13, 2025 | 5:25 PM EDT
Jun 25, 2025 | 8:15 AM PDT
01240.0001 2012666.1 6/11/2025 A-1
EXHIBIT “A”

SCOPE OF SERVICES
I. Consultant shall perform the following professional services on an on-call basis, in support of the City’s Community Development Department and the duties of the City’s Civil Engineer (Land Development), among other City personnel. Such services shall include part-time staffing to assist the City’s Community Development Department and Land Development Engineering Division.
 In coordination with City Staff, supervise and participate in the review of plans; evaluate compliance with laws, ordinances and acceptable engineering standards, and recommend corrections or improvements; review legal descriptions and deeds for easements and rightsof-way.  Work with City departments and division staff to identify and prioritize needs; formulate cost estimates and develop implementation strategies.
 Review and recommend approval of plans and specifications, designs, cost estimates, environmental documents, reports, and studies for land development related projects.  Monitor and evaluate the efficiency and effectiveness of service delivery methods and procedures.
 Assess and monitor workload, support system and internal reporting.  Identify opportunities for improvement and reviews with the Community Development Director and City Engineer.
 Prepare and evaluate requests for proposals.
 Review plans of consulting/engineering firms performing work for the City and evaluate their performance.
 Provide technical assistance to other divisions and departments and City personnel.  Assist with the development of the City’s Land Development Division budget.  Participate on a variety of boards and commissions; attend and participate in professional group meetings.
 Attend and make presentations to City Council, boards, committees and commissions.  Assist City staff with handling difficult and sensitive inquiries and complaints, recommending and implementing corrective action, responding to public inquiries and complaints.

Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A 01240.0001 2012666.1 6/11/2025 A-2
 Assist with the compilation and analyzing of statistical data used to prepare technical reports relating to land development projects and programs.  Assist with the supervision of Land Development staff; participate in the screening and selection of division staff; train and evaluate employees; initiate and carry out appropriate disciplinary actions.
 Coordinate review of traffic engineering reports with the City consultant traffic engineer.  Assist with the preparation of reports required by federal, State and County agencies.  Coordinate land development projects with other City departments and divisions and outside agencies.
 Assist and participate in the selection of professional consultants to assist with the design and/or construction inspection of selected projects.
 Review plans and designs.
 Confer with applicants and contractors regarding land development projects.  Review and process plans for land development projects to ensure compliance with established contracts, City codes, and other applicable requirements.  Assist with the determination of and enforcement of applicable codes, regulations, and requirements for assigned projects.
 Review and process plans for subdivisions, lot line adjustments, lot mergers, and certificates of compliance; review and interpret easements.  Coordinate and provide oversight for geotechnical review process.  Oversee the activity of professional engineering consultants.  Assist with providing customer service and general assistance to land developers, architects, engineers, third party consultants, property owners, and the general public related to land development projects.
 Assist with answering questions about City construction projects, permit issuance procedures, and land development activities.

II. In addition to the requirements of Section 6.2, during performance of the services, Consultant will keep the City appraised of the status of performance by delivering the following status reports:

A. Check-in call/meeting every week with the Community Development Director.

Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A 01240.0001 2012666.1 6/11/2025 A-3
III. All work product is subject to review and acceptance by the City, and must be revised by the Consultant without additional charge to the City until found satisfactory and accepted by City.

IV. Consultant will utilize the following personnel to accomplish the services:
a. Algis J. Marciuska, MBA, PE
b. Deepak Solanki
c. Henry Completo
d. Luis Castañeda
e. Gabriel Macias
f. Rafael Rincon
g. Jasmine Felix
Others as approved by the Contract Officer
Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A 01240.0001 2012666.1 6/11/2025 B-1
EXHIBIT “B”

SPECIAL REQUIREMENTS
(Superseding Contract Boilerplate)
Added text is indicated in bold italics, deleted text is indicated in strikethrough.

N/A
Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A 01240.0001 2012666.1 6/11/2025 C-1
EXHIBIT “C”

SCHEDULE OF COMPENSATION
I. Consultant shall perform the services set forth herein at the following rates:

STAFF HOURLY
RATE
A. Algis Marciuska $211
B. Deepak Solanki $127
C. Luis Castañeda $163
D. Henry Completo $121
E. Gabriel Macias $84
F. Rafael Rincon $91
G. Jasmine Felix $76
II. Within the budgeted amounts for each Task, and with the approval of the Contract Officer, funds may be shifted from one Task subbudget to another so long as the Contract Sum is not exceeded per Section 2.1, unless Additional Services are approved per Section 1.9.

III. The City will compensate Consultant for the services performed upon submission of a valid invoice. Each invoice is to include:

A. Line items for all personnel describing the work performed, the number of hours worked, and the hourly rate.

B. Line items for all materials and equipment properly charged to the services.

C. Line items for all other approved reimbursable expenses claimed, with supporting documentation.

D. Line items for all approved subcontractor labor, supplies, equipment, materials, and travel properly charged to the services.

IV. The total compensation for the services shall not exceed the Contract Sum as provided in Section 2.1 of this Agreement.

Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A 01240.0001 2012666.1 6/11/2025 D-1
EXHIBIT “D”

SCHEDULE OF PERFORMANCE
I. Consultant shall perform all services timely in accordance with the requirements of the Contract Officer, or otherwise as required by City Staff.

II. The Contract Officer may approve extensions for performance of the services in accordance with Section 3.2.

Docusign Envelope ID: D1734E2C-781F-42F2-A757-28F77A14285A

STAFF REPORT
TO: Mayor and Council Members DATE: March 24, 2026
FROM: Community Development DISTRICT(S): Citywide
SUBJECT: Consider Amendment No. 4 to the Contract Services Agreement with CSG Consultants, Inc. for Building Plan Review and Inspection Services for an additional one-year term and an amount not to exceed $1,810,000

RECOMMENDATION
That the City Council:

1. Approve Amendment No. 4 to the Contract Services Agreement with CSG Consultants, Inc., extending the contract term by one year and increasing the contract amount by $425,000, a new not-to-exceed total of $1,810,000; and

2. Authorize the City Manager to execute the agreement.

STRATEGIC FOCUS AREAS
Not applicable.

EXECUTIVE SUMMARY
The Building Division is responsible for reviewing construction plans, issuing building permits, and conducting inspections to ensure compliance with applicable building codes and regulations. To maintain service levels and timely permit processing, the City contracts with CSG Consultants, Inc. (CSG) for as-needed building plan review and inspection services.

The original agreement with CSG was approved on July 13, 2021, with a not-to-exceed amount of $500,000 .

Subsequent amendments increased the contract amount and extended the term as follows:

Amendment No. 1 increased the contract amount to $750,000 and extended the term to three years ; Amendment No. 2 increased the contract amount to $1,000,000 and extended the term to four years ; Amendment No. 3 increased the contract amount to $1,385,000 and extended the term to five years .

Amendment No. 4 would extend the agreement for an additional one-year period, through June 2027, and increase the contract amount by $425,000, for a new not-to-exceed total of $1,810,000.

LEGISLATIVE HISTORY / PREVIOUS ACTIONS
July 13, 2021 — City Council approved a two-year Contract Services Agreement with CSG Consultants, Inc. for as-needed building plan review and inspection services.

July 11, 2023 — Council approved Amendment No. 1, increasing the contract amount to $750,000 and extending the term.

August 27, 2024 — Council approved Amendment No. 2, increasing the contract amount to $1,000,000 and extending the term.

June 24, 2025 — Council approved Amendment No. 3, increasing the contract amount to $1,385,000 and extending the term through June 2026 .

DISCUSSION
Since 2014, the Building Division has utilized CSG Consultants, Inc. to provide supplemental building plan review and inspection services. During this period, the Division has also worked with other firms offering similar services, allowing for comparison of service quality, responsiveness, and cost. Based on that experience, CSG has proven to be a reliable provider with a strong understanding of the City’s review processes, inspection standards, and operational expectations.

The proposed one-year extension would continue plan review services through June 2027 and provide building inspection services on an as-needed basis to maintain consistent service levels.

FISCAL IMPACT
This amendment increases the contract amount by $425,000. Sufficient appropriations in the amount of $350,000 are included in Year Two of the FY 2025-27 Adopted Two-Year Budget under account 10160410-59100 (Building Division, Contract Services). The remainder, approximately $75,000, in inspection service costs is anticipated to be funded through salary savings based on existing staffing vacancies. The cost of the contract plan review services is fully offset by fees collected at the time of plan submission.

ENVIRONMENTAL DETERMINATION
There is no CEQA impact associated with the recommendations in this report.

Prepared By: David Collett, Building Official
Concurs With: Not Applicable
Reviewed By: Jeff Kugel, Community Development Director Certified to Availability of Funds: Kyle Johnson, Finance Director/City Treasurer Approved By: Adam Raymond, City Manager
Legal Review: Danny Aleshire, City Attorney
CEQA Review: Not Applicable
Attachments
A_Amendment_No_4.pdf
B_Amendment_No_3.pdf
C_Amendment_No_2.pdf
D_Amendment_No_1.pdf
E_Original_Agreement.pdf
F_PowerPoint_Presentation.pdf
Amendment No. 4 – CSG Consultants (03.24.2026)
AMENDMENT NO. 4

TO CONTRACT SERVICES AGREEMENT
THIS AMENDMENT NO. 4 TO THE CONTRACT SERVICES AGREEMENT (“Amendment”) is made by and between the CITY OF GLENDORA (“City”) and CSG CONSULTANTS, INC., a California corporation (“Consultant”) effective as of the _____ day of __________, 2026.

RECITALS
A. City and Consultant entered into that certain Contract Services Agreement, dated July 13, 2021, which was subsequently amended pursuant to that certain Amendment No. 1, dated July 11, 2023, and that certain Amendment No. 2, dated August 27, 2024, and that certain Amendment No. 3, dated June 24, 2025 (collectively, the “Agreement”), whereby Consultant agreed to provide plan review and building inspection services.

B. City and Consultant now desire to amend the Agreement to increase the Contract Sum and extend the Term of the Agreement.

TERMS

1. Contract Changes. The Agreement is amended as provided herein. Deleted text is indicated in strikethrough and added text in bold italics. a. “2.1 Contract Sum. Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the amounts specified in the “Fee Schedule” attached hereto as Exhibit “C” and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed $1,385,000 (One Million Three Hundred Eighty-Five Thousand Dollars) $1,810,000 (One Million Eight Hundred Ten Thousand Dollars (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.9.” b. “3.4 Term. Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding five (5) six (6) calendar years from the date hereof.”

3. Affirmation of Agreement; Warranty Re Absence of Defaults. City and Consultant each ratify and reaffirm each and every one of the respective rights and obligations arising under the Agreement. Each party represents and warrants to the other that there have been no written or oral modifications to the Agreement other than as provided herein. Each party represents and warrants to the other that the Agreement is currently an effective, valid, and binding obligation.

Docusign Envelope ID: 9351FB42-C2E5-85C9-81DB-261A1237177F Amendment No. 4 – CSG Consultants (03.24.2026)
Consultant represents and warrants to City that, as of the date of this Amendment, City is not in default of any material term of the Agreement and that there have been no events that, with the passing of time or the giving of notice, or both, would constitute a material default under the Agreement.

6. Counterparts. This Amendment may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument. Each of the parties intend to be bound by the signatures on any telecopied, .pdf or other electronically delivered document, and are aware that the other party will rely on the telecopied, .pdf or other electronically delivered signatures, and hereby waive any defenses to the enforcement of the terms of this Amendment based on the form of signature. [SIGNATURES APPEAR ON THE FOLLOWING PAGE]
Docusign Envelope ID: 9351FB42-C2E5-85C9-81DB-261A1237177F Amendment No. 4 – CSG Consultants (03.24.2026)
IN WITNESS WHEREOF, the parties hereto have executed this Amendment on the date and year first-above written.

CITY:

City of Glendora, a municipal corporation
Adam Raymond
City Manager
APPROVED AS TO FORM: CERTIFY AVAILABILITY OF FUNDS:

ALESHIRE & WYNDER, LLP
Danny Aleshire
City Attorney
Kyle Johnson
Finance Director/City Treasurer
ATTEST:

Kathleen R. Sessman
City Clerk/Communications Director
CONSULTANT:

CSG CONSULTANTS, INC.

Name: Cyrus Kianpour
Title: President
Email Address: [email protected]
Name: Nourdin Khayata
Title: Secretary
Email Address: [email protected]
Address:550 Pilgrim Drive, Foster City, CA 94404
Two corporate officer signatures required when Consultant is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer.

Docusign Envelope ID: 9351FB42-C2E5-85C9-81DB-261A1237177F Mar 9, 2026 | 10:23 AM PDT
Mar 4, 2026 | 1:57 PM PST
Amendment No. 3 – CSG Consultants (06.24.2025)
AMENDMENT NO. 3

TO CONTRACT SERVICES AGREEMENT

THIS THIRD AMENDMENT TO CONTRACT SERVICES AGREEMENT
(“Amendment”) by and between the CITY OF GLENDORA, a general law city & municipal corporation (“City”), and CSG CONSULTANTS, INC., a California corporation (“Consultant”), is effective as of the _____ day of __________, 2025.

RECITALS
A. City and Consultant entered into that certain Contract Services Agreement, dated July 13, 2021, which was subsequently amended pursuant to that certain Amendment No. 1, dated July 11, 2023, and that certain Amendment No. 2, dated August 27, 2024 (collectively, the “Agreement”), whereby Consultant agreed to provide plan review and building inspection services. Initially capitalized terms used but not defined herein shall have the meaning set forth in the Agreement.

B. City and Consultant now desire to amend the Agreement to increase the Contract Sum and extend the Term of the Agreement.

TERMS

1. Contract Changes. The Agreement is amended as provided herein. Deleted text is indicated in strikethrough and added text in bold italics. “2.1 Contract Sum. Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the amounts specified in the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed $1,000,000 (One Million Dollars) $1,385,000 (One Million Three Hundred Eighty-Five Thousand Dollars) (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.9.”
“3.4 Term. Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding four (4) five (5) calendar years from the date hereof.”

3. Affirmation of Agreement; Warranty Re Absence of Defaults. City and Consultant each ratify and reaffirm each and every one of the respective rights and obligations arising under the Agreement. Each party represents and warrants to the other that there have been Docusign Envelope ID: 42C32F85-9E36-4FAC-B55A-F355567F88D8 24th June
Amendment No. 3 – CSG Consultants (06.24.2025)
no written or oral modifications to the Agreement other than as provided herein. Each party represents and warrants to the other that the Agreement is currently an effective, valid, and binding obligation.

Consultant represents and warrants to City that, as of the date of this Amendment City is not in default of any material term of the Agreement and that there have been no events that, with the passing of time or the giving of notice, or both, would constitute a material default under the Agreement.

6. Counterparts. This Amendment may be executed in counterparts, each of which shall be deemed to be an original, and such counterparts shall constitute one and the same instrument. Each of the parties intend to be bound by the signatures on any telecopied, .pdf or other electronically delivered document, and are aware that the other party will rely on the telecopied, .pdf or other electronically delivered signatures, and hereby waive any defenses to the enforcement of the terms of this Amendment based on the form of signature. [SIGNATURES ON FOLLOWING PAGE]
Docusign Envelope ID: 42C32F85-9E36-4FAC-B55A-F355567F88D8 Amendment No. 3 – CSG Consultants (06.24.2025)
IN WITNESS WHEREOF, the parties hereto have executed this Amendment on the date and year first-above written.

CITY:

City of Glendora, a municipal corporation
Adam Raymond
City Manager
APPROVED AS TO FORM: CERTIFY AVAILABILITY OF FUNDS:

ALESHIRE & WYNDER, LLP
Danny Aleshire
City Attorney
Kyle Johnson
Finance Director/City Treasurer
ATTEST:

Kathleen R. Sessman
City Clerk/Communications Director
CONSULTANT:

CSG CONSULTANTS, INC.

Name: Cyrus Kianpour
Title: President
Email Address: [email protected]
Name: Nourdin Khayata
Title: Secretary
Email Address: [email protected]
Address:
550 Pilgrim Drive, Foster City, CA 94404
Two corporate officer signatures required when Consultant is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer. CONSULTANT’S SIGNATURES SHALL BE DULY NOTARIZED UNLESS EXECUTED UTILIZING DOCUSIGN.

Docusign Envelope ID: 42C32F85-9E36-4FAC-B55A-F355567F88D8 Jun 18, 2025 | 8:56 AM PDT
Jun 18, 2025 | 9:45 AM PDT
Jun 25, 2025 | 8:13 AM PDT
AMENDMENT NO. 2

TO AGREEMENT FOR CONTRACT SERVICES

THIS AMENDMENT TO THE AGREEMENT FOR CONTRACT SERVICES
(“Amendment No. 2”) by and between the CITY OF GLENDORA, a general law city & municipal corporation (“City”), and CSG CONSULTANTS, INC., a California corporation (“Consultant”), is effective as of the _____ day of __________ 2024.

RECITALS
A. City and Consultant entered into that certain Agreement for Contract Services, dated July 13th, 2021, which was subsequently amended pursuant to that certain Amendment No. 1 to Agreement for Contractual Services, dated July 11, 2023 (as so amended, the “Agreement”), whereby Consultant agreed to provide plan review and building inspection services.

B. City and Consultant now desire to amend the Agreement to increase the contract amount and extend the contract date.

TERMS

1. Contract Changes. The Agreement is amended as provided herein. Deleted text is indicated in strikethrough and added text in bold italics. “2.1 Contract Sum Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the amounts specified in the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed $750,000 (Seven Hundred Fifty Thousand dollars) $1,000,000 (One Million Dollars) (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.9. “3.4 Term Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding three (3) four (4) calendar years from the date hereof.

2. Continuing Effect of Agreement. Except as amended by this Amendment No. 2, the provisions of the Agreement shall remain unchanged and in full force and effect. From and after the date of this Amendment No. 2, whenever the term “Agreement” appearsin the Agreement, it shall mean the Agreement, as amended by this Amendment No. 2 to the Agreement.

3. Affirmation of Agreement; Warranty Re Absence of Defaults. City and Consultant each ratify and reaffirm each and every one of the respective rights and obligations arising under the Agreement. Each party represents and warrants to the other that there have been no written or oral modifications to the Agreement other than as provided herein. Each party represents and warrants to the other that the Agreement is currently an effective, valid, and binding obligation.

Docusign Envelope ID: 571EABC3-3AF0-4983-8549-4E31A9403417 27th August
Consultant represents and warrants to City that, as of the date of this Amendment No. 2, City is not in default of any material term of the Agreement and that there have been no events that, with the passing of time or the giving of notice, or both, would constitute a material default under the Agreement.

5. Authority. The persons executing this Amendment No. 2 on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Amendment No. 2 on behalf of said party, (iii) by so executing this Amendment No. 2, such party is formally bound to the provisions of this Amendment No. 2, and (iv) the entering into this Amendment No. 2 does not violate any provision of any other agreement to which said party is bound.
[SIGNATURES ON FOLLOWING PAGE]
Docusign Envelope ID: 571EABC3-3AF0-4983-8549-4E31A9403417 IN WITNESS WHEREOF, the parties hereto have executed this Amendment No. 2 on the date and year first-above written.

CITY:

City of Glendora, a municipal corporation
Adam Raymond
City Manager
APPROVED AS TO FORM:

ALESHIRE & WYNDER, LLP
Danny Aleshire
City Attorney
ATTEST:

Kathleen R. Sessman
CityClerk/Communications Director
CERTIFY AVAILABILITY OF FUNDS:

Kyle Johnson
Finance Director/City Treasurer
CONSULTANT:

CSG CONSULTANTS, INC.

Name: Cyrus Kianpour
Title: President
Email Address: [email protected]
Name: Khoa Duong
Title: Vice President, Building Department
Email Address: [email protected]
Address: 550 Pilgrim Drive, Foster City, CA 94404
Two corporate officer signatures required when Consultant is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer.

Docusign Envelope ID: 571EABC3-3AF0-4983-8549-4E31A9403417 Aug 13, 2024 | 4:19 PM PDT
Aug 12, 2024 | 6:46 AM PDT
Sep 3, 2024 | 2:25 PM PDT
Electronic Record and Signature Disclosure
Certificate Of Completion
Envelope Id: 571EABC33AF0498385494E31A9403417 Status: Completed Subject: For Your Signature: Amendment No. 2 - CSG Consultants 08.27.2024 Source Envelope:

Document Pages: 3 Signatures: 6 Envelope Originator:

Certificate Pages: 6 Initials: 0 Desiree Valdivia
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
116 E Foothill Blvd
Glendora, CA 91741
[email protected]
IP Address: 173.196.201.130
Record Tracking
Status: Original
8/9/2024 4:11:17 PM
Holder: Desiree Valdivia
[email protected]
Location: DocuSign
Signer Events Signature Timestamp
Cyrus Kianpour
[email protected]
President
CSG Consultants Inc.

Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 107.1.231.154
Sent: 8/9/2024 4:15:12 PM
Viewed: 8/11/2024 5:05:43 PM
Signed: 8/13/2024 4:19:30 PM
Electronic Record and Signature Disclosure:

Accepted: 8/11/2024 5:05:42 PM
ID: a9446de9-b641-4d48-a3fa-fa95383faf1e
Khoa Duong
[email protected]
Security Level: Email, Account Authentication
(None)
Signature Adoption: Drawn on Device
Using IP Address: 166.199.151.113
Signed using mobile
Sent: 8/9/2024 4:15:12 PM
Viewed: 8/9/2024 5:59:30 PM
Signed: 8/12/2024 6:46:21 AM
Electronic Record and Signature Disclosure:

Accepted: 8/9/2024 5:59:30 PM
ID: b3f25390-9eb9-4737-b73a-df949e5736f8
Danny Aleshire
[email protected]
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 50.112.162.3
Sent: 8/13/2024 4:19:31 PM
Viewed: 8/13/2024 5:59:33 PM
Signed: 8/13/2024 5:59:53 PM
Electronic Record and Signature Disclosure:

Accepted: 2/9/2023 10:45:54 AM
ID: 8f7b67a5-3822-4218-9d26-bc44a71d606a
Kyle Johnson
[email protected]
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 173.196.201.130
Sent: 8/13/2024 4:19:31 PM
Viewed: 8/14/2024 7:23:22 AM
Signed: 8/14/2024 7:23:38 AM
Electronic Record and Signature Disclosure:

Signer Events Signature Timestamp
Accepted: 10/19/2021 1:19:54 PM
ID: 73b3fefc-a9d4-4105-90e2-ec245dc0baa8
Adam Raymond
[email protected]
City Manager
Adam Raymond
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 173.196.201.130
Sent: 9/3/2024 11:57:24 AM
Viewed: 9/3/2024 2:25:27 PM
Signed: 9/3/2024 2:25:34 PM
Electronic Record and Signature Disclosure:

Accepted: 9/3/2024 2:25:27 PM
ID: 5e6c949c-3c08-42e5-97f8-aaf40926a6f2
Kathleen Sessman
[email protected]
City of Glendora
Security Level: Email, Account Authentication
(None) Signature Adoption: Pre-selected Style
Using IP Address: 23.241.172.113
Signed using mobile
Sent: 9/3/2024 2:25:35 PM
Viewed: 9/4/2024 3:55:51 PM
Signed: 9/4/2024 3:56:03 PM
Electronic Record and Signature Disclosure:

Not Offered via DocuSign
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Desiree Valdivia
[email protected]
Office Coordinator
City of Glendora
Security Level: Email, Account Authentication
(None)
Using IP Address: 173.196.201.130
Sent: 8/14/2024 7:23:39 AM
Viewed: 9/3/2024 11:57:23 AM
Electronic Record and Signature Disclosure:

Not Offered via DocuSign
City Clerk Group
[email protected]
Security Level: Email, Account Authentication
(None) Using IP Address: 173.196.201.130
Sent: 9/4/2024 3:56:06 PM
Viewed: 9/4/2024 3:57:55 PM
Electronic Record and Signature Disclosure:

Accepted: 9/4/2024 3:57:54 PM
ID: 6ea22ffc-99de-417d-bf71-78ee2cda07e1
Carbon Copy Events Status Timestamp
Thomas Dang
[email protected]
Security Level: Email, Account Authentication
(None)
Sent: 8/14/2024 7:23:40 AM
Viewed: 8/14/2024 8:12:15 AM
Electronic Record and Signature Disclosure:

Not Offered via DocuSign
Carbon Copy Events Status Timestamp
Thomas Dang
[email protected]
Security Level: Email, Account Authentication
(None)
Sent: 9/4/2024 3:56:06 PM
Electronic Record and Signature Disclosure:

Not Offered via DocuSign
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 8/9/2024 4:15:13 PM
Certified Delivered Security Checked 9/4/2024 3:57:55 PM Signing Complete Security Checked 9/4/2024 3:56:03 PM
Completed Security Checked 9/4/2024 3:57:55 PM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure

ELECTRONIC RECORD AND SIGNATURE DISCLOSURE
From time to time, City of Glendora (we, us or Company) may be required by law to provide to you certain written notices or disclosures. Described below are the terms and conditions for providing to you such notices and disclosures electronically through the DocuSign system.

Please read the information below carefully and thoroughly, and if you can access this information electronically to your satisfaction and agree to this Electronic Record and Signature Disclosure (ERSD), please confirm your agreement by selecting the check-box next to ‘I agree to use electronic records and signatures’ before clicking ‘CONTINUE’ within the DocuSign system.

Getting paper copies
At any time, you may request from us a paper copy of any record provided or made available electronically to you by us. You will have the ability to download and print documents we send to you through the DocuSign system during and immediately after the signing session and, if you elect to create a DocuSign account, you may access the documents for a limited period of time (usually 30 days) after such documents are first sent to you. After such time, if you wish for us to send you paper copies of any such documents from our office to you, you will be charged a $0.00 per-page fee. You may request delivery of such paper copies from us by following the procedure described below.

Withdrawing your consent
If you decide to receive notices and disclosures from us electronically, you may at any time change your mind and tell us that thereafter you want to receive required notices and disclosures only in paper format. How you must inform us of your decision to receive future notices and disclosure in paper format and withdraw your consent to receive notices and disclosures electronically is described below.

Consequences of changing your mind
If you elect to receive required notices and disclosures only in paper format, it will slow the speed at which we can complete certain steps in transactions with you and delivering services to you because we will need first to send the required notices or disclosures to you in paper format, and then wait until we receive back from you your acknowledgment of your receipt of such paper notices or disclosures. Further, you will no longer be able to use the DocuSign system to receive required notices and consents electronically from us or to sign electronically documents from us.

All notices and disclosures will be sent to you electronically Electronic Record and Signature Disclosure created on: 1/22/2021 8:08:06 AM Parties agreed to: Cyrus Kianpour, Khoa Duong, Danny Aleshire, Kyle Johnson, Adam Raymond, City Clerk Group, Cyrus Kianpour, Khoa Duong, Danny Aleshire, Ky Unless you tell us otherwise in accordance with the procedures described herein, we will provide electronically to you through the DocuSign system all required notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you during the course of our relationship with you. To reduce the chance of you inadvertently not receiving any notice or disclosure, we prefer to provide all of the required notices and disclosures to you by the same method and to the same address that you have given us. Thus, you can receive all the disclosures and notices electronically or in paper format through the paper mail delivery system. If you do not agree with this process, please let us know as described below. Please also see the paragraph immediately above that describes the consequences of your electing not to receive delivery of the notices and disclosures electronically from us.

How to contact City of Glendora:

You may contact us to let us know of your changes as to how we may contact you electronically, to request paper copies of certain information from us, and to withdraw your prior consent to receive notices and disclosures electronically as follows:

To contact us by email send messages to: [email protected] To advise City of Glendora of your new email address
To let us know of a change in your email address where we should send notices and disclosures electronically to you, you must send an email message to us at [email protected] and in the body of such request you must state: your previous email address, your new email address. We do not require any other information from you to change your email address.

If you created a DocuSign account, you may update it with your new email address through your account preferences.

To request paper copies from City of Glendora
To request delivery from us of paper copies of the notices and disclosures previously provided by us to you electronically, you must send us an email to [email protected] and in the body of such request you must state your email address, full name, mailing address, and telephone number. We will bill you for any fees at that time, if any.

To withdraw your consent with City of Glendora
To inform us that you no longer wish to receive future notices and disclosures in electronic format you may:
i. decline to sign a document from within your signing session, and on the subsequent page, select the check-box indicating you wish to withdraw your consent, or you may; ii. send us an email to [email protected] and in the body of such request you must state your email, full name, mailing address, and telephone number. We do not need any other information from you to withdraw consent.. The consequences of your withdrawing consent for online documents will be that transactions may take a longer time to process..

Required hardware and software
The minimum system requirements for using the DocuSign system may change over time. The current system requirements are found here: https://support.docusign.com/guides/signer-guidesigning-system-requirements.

Acknowledging your access and consent to receive and sign documents electronically To confirm to us that you can access this information electronically, which will be similar to other electronic notices and disclosures that we will provide to you, please confirm that you have read this ERSD, and (i) that you are able to print on paper or electronically save this ERSD for your future reference and access; or (ii) that you are able to email this ERSD to an email address where you will be able to print on paper or save it for your future reference and access. Further, if you consent to receiving notices and disclosures exclusively in electronic format as described herein, then select the check-box next to ‘I agree to use electronic records and signatures’ before clicking ‘CONTINUE’ within the DocuSign system.

By selecting the check-box next to ‘I agree to use electronic records and signatures’, you confirm that:
 You can access and read this Electronic Record and Signature Disclosure; and  You can print on paper this Electronic Record and Signature Disclosure, or save or send this Electronic Record and Disclosure to a location where you can print it, for future reference and access; and
 Until or unless you notify City of Glendora as described above, you consent to receive exclusively through electronic means all notices, disclosures, authorizations, acknowledgements, and other documents that are required to be provided or made available to you by City of Glendora during the course of your relationship with City of Glendora.

AMENDMENT NO. 1

TO AGREEMENT FOR CONTRACTUAL SERVICES

THIS AMENDMENT TO THE AGREEMENT FOR CONTRACTUAL SERVICES (“Amendment No. 1”) by and between the CITY OF GLENDORA, a general law city & municipal corporation (“City”), and CSG CONSULTANTS, INC., a California corporation (“Consultant”), is effective as of the _____ day of __________ 2023.

RECITALS
A. City and Contractor entered into that certain Agreement for Contractual Services dated, July 13th, 2021 (“Agreement”), whereby Contractor agreed to provide plan review and building inspection services.

B. City and Contractor now desire to amend the Agreement to increase the contract amount and extend the contract date.

TERMS

1. Contract Changes. The Agreement is amended as provided herein. Deleted text is indicated in strikethrough and added text in bold italics. “2.1 Contract Sum Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the amounts specified in the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed $500,000 (five hundred thousand dollars) $750,000 (Seven Hundred and Fifty Thousand Dollars) (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.9. “3.4 Term Unless earlier terminated in accordance with Article 7 of this Agreement, this Agreement shall continue in full force and effect until completion of the services but not exceeding two (2) three (3) calendar years from the date hereof.

3. Affirmation of Agreement; Warranty Re Absence of Defaults. City and Contractor each ratify and reaffirm each and every one of the respective rights and obligations arising under the Agreement. Each party represents and warrants to the other that there have been no written or oral modifications to the Agreement other than as provided herein. Each party represents and warrants to the other that the Agreement is currently an effective, valid, and binding obligation.

DocuSign Envelope ID: 844A8FDE-1D24-463B-9929-4555D8A8BA4D 11th July
Contractor represents and warrants to City that, as of the date of this Amendment No. 1, City is not in default of any material term of the Agreement and that there have been no events that, with the passing of time or the giving of notice, or both, would constitute a material default under the Agreement.

City represents and warrants to Contractor that, as of the date of this Amendment No. 1, Contractor is not in default of any material term of the Agreement and that there have been no events that, with the passing of time or the giving of notice, or both, would constitute a material default under the Agreement.

5. Authority. The persons executing this Amendment No. 1 on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Amendment No. 1 on behalf of said party, (iii) by so executing this Amendment No. 1, such party is formally bound to the provisions of this Amendment, and (iv) the entering into this Amendment No. 1 does not violate any provision of any other agreement to which said party is bound.
[SIGNATURES ON FOLLOWING PAGE]
DocuSign Envelope ID: 844A8FDE-1D24-463B-9929-4555D8A8BA4D IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first-above written.

CITY:

City of Glendora, a municipal corporation
Adam Raymond
City Manager
APPROVED AS TO FORM: CERTIFY AVAILABILITY OF FUNDS:

ALESHIRE & WYNDER, LLP
William W. Wynder
City Attorney
Marie Ricci
Administrative Services Director/City Treasurer
ATTEST:

Kathleen R. Sessman
City Clerk/Communications Director
CONTRACTOR:

CSG CONSULTANTS, INC.

Name: Cyrus Kianpour
Title: President
Email Address: [email protected]
Name: Khoa Duong
Title: Vice President, Building Department
Email Address: [email protected]
Address: 550 Pilgrim Drive, Foster City, CA 94404
Two corporate officer signatures required when Contractor is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer. CONTRACTOR’S SIGNATURES SHALL BE DULY NOTARIZED, AND APPROPRIATE ATTESTATIONS

SHALL BE INCLUDED AS MAY BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR OTHER RULES OR REGULATIONS APPLICABLE TO CONTRACTOR’S BUSINESS ENTITY
DocuSign Envelope ID: 844A8FDE-1D24-463B-9929-4555D8A8BA4D Jun 20, 2023 | 4:59 PM PDT
Jun 20, 2023 | 4:54 PM PDT
Jul 13, 2023 | 7:16 AM PDT
Electronic Record and Signature Disclosure
Certificate Of Completion
Envelope Id: 844A8FDE1D24463B99294555D8A8BA4D Status: Completed Subject: For Your Signature: Amendment No. 1 - CSG Consultant (07.11.2023) Source Envelope:

Document Pages: 3 Signatures: 6 Envelope Originator:

Certificate Pages: 6 Initials: 0 Desiree Valdivia
AutoNav: Enabled
EnvelopeId Stamping: Enabled
Time Zone: (UTC-08:00) Pacific Time (US & Canada)
116 E Foothill Blvd
Glendora, CA 91741
[email protected]
IP Address: 173.196.201.130
Record Tracking
Status: Original
6/20/2023 3:20:08 PM
Holder: Desiree Valdivia
[email protected]
Location: DocuSign
Signer Events Signature Timestamp
Cyrus Kianpour
[email protected]
President
CSG Consultants Inc.

Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 73.189.204.236
Sent: 6/20/2023 3:30:31 PM
Viewed: 6/20/2023 4:27:44 PM
Signed: 6/20/2023 4:59:29 PM
Electronic Record and Signature Disclosure:

Accepted: 6/20/2023 4:27:44 PM
ID: f5fce016-2cc3-47d2-8200-d8549328bb17
Khoa Duong
[email protected]
Security Level: Email, Account Authentication
(None)
Signature Adoption: Drawn on Device
Using IP Address: 166.196.75.52
Signed using mobile
Sent: 6/20/2023 3:30:32 PM
Viewed: 6/20/2023 3:40:50 PM
Signed: 6/20/2023 4:54:44 PM
Electronic Record and Signature Disclosure:

Accepted: 6/20/2023 3:40:50 PM
ID: 4f3a68f5-fe06-4b84-bea6-235b6dfb4f3e
Marie Ricci
[email protected]
Administrative Services Director
Security Level: Email, Account Authentication
(None) Signature Adoption: Pre-selected Style
Using IP Address: 68.119.131.183
Signed using mobile
Sent: 6/20/2023 4:59:30 PM
Viewed: 6/20/2023 7:24:20 PM
Signed: 6/20/2023 7:24:29 PM
Electronic Record and Signature Disclosure:

Accepted: 12/8/2021 11:11:16 AM
ID: c60e1c11-b865-4863-9206-df74434421dd
William Wynder
[email protected]
Security Level: Email, Account Authentication
(None)
Signature Adoption: Pre-selected Style
Using IP Address: 104.28.85.64
Signed using mobile
Sent: 6/20/2023 4:59:31 PM
Viewed: 6/20/2023 5:01:18 PM
Signed: 6/20/2023 5:01:42 PM
Electronic Record and Signature Disclosure:

Signer Events Signature Timestamp
Accepted: 6/20/2023 5:01:18 PM
ID: 8f16d05f-836a-43c1-8c18-efdb90f44547
Adam Raymond
[email protected]
City Manager
Security Level: Email, Account Authentication
(None) Signature Adoption: Pre-selected Style
Using IP Address: 47.157.54.203
Signed using mobile
Sent: 7/13/2023 7:02:07 AM
Viewed: 7/13/2023 7:16:01 AM
Signed: 7/13/2023 7:16:12 AM
Electronic Record and Signature Disclosure:

Accepted: 7/13/2023 7:16:01 AM
ID: 2d0ff75b-eff0-4a4b-9b58-beea40dc3173
Kathleen Sessman
[email protected]
City of Glendora
Security Level: Email, Account Authentication
(None) Signature Adoption: Pre-selected Style
Using IP Address: 173.196.201.130
Sent: 7/13/2023 7:16:13 AM
Viewed: 7/13/2023 11:48:44 AM
Signed: 7/13/2023 11:48:57 AM
Electronic Record and Signature Disclosure:

Not Offered via DocuSign
In Person Signer Events Signature Timestamp
Editor Delivery Events Status Timestamp
Agent Delivery Events Status Timestamp
Intermediary Delivery Events Status Timestamp
Certified Delivery Events Status Timestamp
Desiree Valdivia
[email protected]
Office Coordinator
City of Glendora
Security Level: Email, Account Authentication
(None)
Using IP Address: 173.196.201.130
Sent: 6/20/2023 7:24:31 PM
Viewed: 7/13/2023 7:02:07 AM
Electronic Record and Signature Disclosure:

Not Offered via DocuSign
City Clerk Group
[email protected]
Security Level: Email, Account Authentication
(None) Using IP Address: 174.195.199.10
Viewed using mobile
Sent: 7/13/2023 11:48:59 AM
Viewed: 7/13/2023 4:31:33 PM
Electronic Record and Signature Disclosure:

Accepted: 7/13/2023 4:31:33 PM
ID: c7b776f5-d48e-4f6e-81b8-a4deb62350e6
Carbon Copy Events Status Timestamp
George Perez
[email protected]
Security Level: Email, Account Authentication
(None)
Sent: 6/20/2023 7:24:30 PM
Viewed: 6/21/2023 8:04:47 AM
Electronic Record and Signature Disclosure:

Not Offered via DocuSign
Carbon Copy Events Status Timestamp
George Perez
[email protected]
Security Level: Email, Account Authentication
(None)
Sent: 7/13/2023 11:48:59 AM
Electronic Record and Signature Disclosure:

Not Offered via DocuSign
Witness Events Signature Timestamp
Notary Events Signature Timestamp
Envelope Summary Events Status Timestamps
Envelope Sent Hashed/Encrypted 6/20/2023 3:30:32 PM
Certified Delivered Security Checked 7/13/2023 4:31:33 PM Signing Complete Security Checked 7/13/2023 11:48:57 AM Completed Security Checked 7/13/2023 4:31:33 PM
Payment Events Status Timestamps
Electronic Record and Signature Disclosure

CONTRACT SERVICES AGREEMENT
By and Between

CITY OF GLENDORA
and
CSG CONSULTANTS, INC.

DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B 1 AGREEMENT FOR CONTRACT SERVICES

BETWEEN THE CITY OF GLENDORA AND
CSG CONSULTANTS, INC.

THIS AGREEMENT FOR CONTRACT SERVICES (herein “Agreement”) is made and entered into this 13th day of July, 2021 by and between the City of Glendora, a California municipal corporation (“City”) and CSG CONSULTANTS, INC, a California corporation (“Consultant”). City and Consultant may be referred to, individually or collectively, as “Party” or “Parties.”

RECITALS
A. City has sought, by issuance of a Request for Proposals or Invitation for Bids, the performance of the services defined and described particularly in Article 1 of this Agreement.

C. Pursuant to the City of Glendora’s Municipal Code, City has authority to enter into and execute this Agreement.

ARTICLE 1. SERVICES OF CONSULTANT

1.1 Scope of Services.

In compliance with all terms and conditions of this Agreement, the Consultant shall provide those services specified in the “Scope of Services” attached hereto as Exhibit “A” and incorporated herein by this reference, which may be referred to herein as the “services” or “work” hereunder. As a material inducement to the City entering into this Agreement, Consultant represents and warrants that it has the qualifications, experience, and facilities necessary to properly perform the services required under this Agreement in a thorough, competent, and professional manner, and is experienced in performing the work and services contemplated herein. Consultant shall at all times faithfully, competently and to the best of its ability, experience and talent, perform all services described herein. Consultant covenants that it shall follow the highest professional standards in performing the work and services required hereunder and that all materials will be both of good quality as well as fit for the purpose intended. For purposes of this Agreement, the phrase “highest professional standards” shall mean those standards of practice recognized by one or more first-class firms performing similar work under similar circumstances. / / /
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DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B 2 1.2 Consultant’s Proposal.

1.3 Compliance with Law.

1.4 California Labor Law.

Pursuant to Labor Code section 1815, work performed by employees of Consultant in excess of eight (8) hours per day, and forty (40) hours during any one week shall be permitted upon public work upon compensation for all hours worked in excess of 8 hours per day at not less than one and one-half (1½) times the basic rate of pay. (h) Workers’ Compensation. California Labor Code Sections 1860 and 3700 provide that every employer will be required to secure the payment of compensation to its employees if it has employees. In accordance with the provisions of California Labor Code Section 1861, Consultant certifies as follows:
“I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for workers' compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract.” Consultant’s Authorized Initials ___________________
Cyrus Kianpour
President
(i) Consultant’s Responsibility for Subcontractors. For every subcontractor who will perform work under this Agreement, Consultant shall be responsible for such subcontractor's compliance with Division 2, Part 7, Chapter 1 (commencing with Section 1720) of the California Labor Code, and shall make such compliance a requirement in any contract with any subcontractor for work under this Agreement.

Consultant shall be required to take all actions necessary to enforce such contractual provisions and ensure subcontractor's compliance, including without limitation, conducting a review of the certified payroll records of the subcontractor on a periodic basis or upon becoming aware of the failure of the subcontractor to pay his or her workers the specified prevailing rate of wages. Consultant shall diligently take corrective action to halt or rectify any such failure by any subcontractor.

1.5 Licenses, Permits, Fees and Assessments.

Consultant shall obtain at its sole cost and expense such licenses, permits and approvals as may be required by law for the performance of the services required by this Agreement. Consultant shall have the sole obligation to pay for any fees, assessments and taxes, plus applicable penalties and interest, which may be imposed by law and arise from or are necessary for the Consultant’s performance of the services required by DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B 4 this Agreement, and shall indemnify, defend and hold harmless City, its officers, employees or agents of City, against any such fees, assessments, taxes, penalties or interest levied, assessed or imposed against City hereunder.

1.6 Familiarity with Work.

1.7 Care of Work.

1.8 Further Responsibilities of Parties.

1.9 Additional Services.

City shall have the right at any time during the performance of the services, without invalidating this Agreement, to order extra work beyond that specified in the Scope of Services or make changes by altering, adding to or deducting from said work. No such extra work may be undertaken unless a written order is first given by the Contract Officer to the Consultant, incorporating therein any adjustment in (i) the Contract Sum for the actual costs of the extra work, and/or (ii) the time to perform this Agreement, which said adjustments are subject to the written approval of the Consultant. Any increase in compensation of up to ten percent (10%) of the Contract Sum or $25,000, whichever is less; or, in the time to perform of up to one hundred eighty (180) days, may be approved by the Contract Officer. Any greater increases, taken either separately or cumulatively, must be approved by the City Council. It is expressly understood by Consultant that the provisions of this Section shall not apply to services specifically set forth in the Scope of Services. Consultant hereby acknowledges that it accepts the risk that the services to be provided pursuant to the Scope of Services may be more costly or time consuming than Consultant anticipates and that Consultant shall not be entitled to additional compensation therefor. City may in its sole and absolute discretion have similar work done by other Consultants. No claims for an increase in the Contract Sum or time for performance shall be valid unless the procedures established in this Section are followed.
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DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B 5 1.10 Special Requirements.

ARTICLE 2. COMPENSATION AND METHOD OF PAYMENT.

2.1 Contract Sum.

Subject to any limitations set forth in this Agreement, City agrees to pay Consultant the amounts specified in the “Schedule of Compensation” attached hereto as Exhibit “C” and incorporated herein by this reference. The total compensation, including reimbursement for actual expenses, shall not exceed $500,000 (five hundred thousand Dollars) (the “Contract Sum”), unless additional compensation is approved pursuant to Section 1.9.

2.2 Method of Compensation.

2.3 Reimbursable Expenses.

2.4 Invoices.

Each month Consultant shall furnish to City an original invoice for all work performed and expenses incurred during the preceding month in a form approved by City’s Director of Finance. By submitting an invoice for payment under this Agreement, Consultant is certifying compliance with all provisions of the Agreement. The invoice shall contain all information specified in Exhibit “C”, and shall detail charges for all necessary and actual expenses by the following categories: labor (by sub-category), travel, materials, equipment, supplies, and sub-contractor contracts. Sub-contractor charges shall also be detailed by such categories. Consultant shall not invoice City for any duplicate services performed by more than one person.

City shall independently review each invoice submitted by the Consultant to determine whether the work performed and expenses incurred are in compliance with the provisions of this Agreement. Except as to any charges for work performed or expenses incurred by Consultant which are disputed by City, or as provided in Section 7.3, City will use its best efforts to cause Consultant to be paid within forty-five (45) days of receipt of Consultant’s correct and undisputed invoice; however, Consultant acknowledges and agrees that due to City DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B 6 warrant run procedures, the City cannot guarantee that payment will occur within this time period. In the event any charges or expenses are disputed by City, the original invoice shall be returned by City to Consultant for correction and resubmission. Review and payment by City for any invoice provided by the Consultant shall not constitute a waiver of any rights or remedies provided herein or any applicable law.

2.5 Waiver.

Payment to Consultant for work performed pursuant to this Agreement shall not be deemed to waive any defects in work performed by Consultant.

ARTICLE 3. PERFORMANCE SCHEDULE

3.1 Time of Essence.

Time is of the essence in the performance of this Agreement.

3.2 Schedule of Performance.

3.3 Force Majeure.

3.4 Term.

4.1 Representatives and Personnel of Consultant.

Cyrus Kianpour, President
Khoa Duong, Vice President
It is expressly understood that the experience, knowledge, capability and reputation of the foregoing principals were a substantial inducement for City to enter into this Agreement. Therefore, the foregoing principals shall be responsible during the term of this Agreement for directing all activities of Consultant and devoting sufficient time to personally supervise the services hereunder. All personnel of Consultant, and any authorized agents, shall at all times be under the exclusive direction and control of the Principals. For purposes of this Agreement, the foregoing Principals may not be replaced nor may their responsibilities be substantially reduced by Consultant without the express written approval of City. Additionally, Consultant shall utilize only competent personnel to perform services pursuant to this Agreement. Consultant shall make every reasonable effort to maintain the stability and continuity of Consultant’s staff and subcontractors, if any, assigned to perform the services required under this Agreement. Consultant shall notify City of any changes in Consultant’s staff and subcontractors, if any, assigned to perform the services required under this Agreement, prior to and during any such performance.

4.2 Status of Consultant.

4.3 Contract Officer.

The Contract Officer shall be Building Official David Collett, or such person as may be designated by the City Manager. It shall be the Consultant’s responsibility to assure that the Contract Officer is kept informed of the progress of the performance of the services and the Consultant shall refer any decisions which must be made by City to the Contract Officer. Unless otherwise specified herein, any approval of City required hereunder shall mean the approval of the Contract Officer. The Contract Officer shall have authority, if specified in writing by the City Manager, to sign all documents on behalf of the City required hereunder to carry out the terms of this Agreement.

4.4 Independent Consultant.

Neither the City nor any of its employees shall have any control over the manner, mode or means by which Consultant, its agents or employees, perform the services required herein, except as otherwise set forth DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B 8 herein. City shall have no voice in the selection, discharge, supervision or control of Consultant’s employees, servants, representatives or agents, or in fixing their number, compensation or hours of service. Consultant shall perform all services required herein as an independent contractor of City and shall remain at all times as to City a wholly independent contractor with only such obligations as are consistent with that role. Consultant shall not at any time or in any manner represent that it or any of its agents or employees are agents or employees of City.

City shall not in any way or for any purpose become or be deemed to be a partner of Consultant in its business or otherwise or a joint venturer or a member of any joint enterprise with Consultant.

4.5 Prohibition Against Subcontracting or Assignment.

ARTICLE 5. INSURANCE AND INDEMNIFICATION

5.1 Insurance Coverages.

DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B 9 (d) Workers’ compensation insurance. Consultant shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000). (e) Subcontractors. Consultant shall include all subcontractors as insureds under its policies or shall furnish separate certificates and certified endorsements for each subcontractor. All coverages for subcontractors shall include all of the requirements stated herein. (f) Additional Insurance. Policies of such other insurance, as may be required in the Special Requirements in Exhibit “B”.

DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B 10 (g) Enforcement of contract provisions (non-estoppel). Consultant acknowledges and agrees that any actual or alleged failure on the part of the City to inform Consultant of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder. (h) Requirements not limiting. Requirements of specific coverage features or limits contained in this section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
(i) Notice of cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide to City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage. (j) Additional insured status. General liability policies shall provide or be endorsed to provide that City and its officers, officials, employees, and agents, and volunteers shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies. (k) Prohibition of undisclosed coverage limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing. (l) Separation of insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions.
(m) Pass through clause. Consultant agrees to ensure that its subconsultants, subcontractors, and any other party involved with the project who is brought onto or involved in the project by Consultant, provide the same minimum insurance coverage and endorsements required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with consultants, subcontractors, and others engaged in the project will be submitted to City for review. (n) Agency’s right to revise specifications. The City reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the Consultant ninety (90) days advance written notice of such change. If such change results in substantial additional cost to the Consultant, the City and Consultant may renegotiate Consultant’s compensation. (o) Self-insured retentions. Any self-insured retentions must be declared to and approved by City. City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by City. (p) Timely notice of claims. Consultant shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant’s performance under this Agreement, and that involve or may involve coverage under any of the required liability policies.

DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B 11 (q) Additional insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work.

5.3 Indemnification.

ARTICLE 6. RECORDS, REPORTS, AND RELEASE OF INFORMATION

6.1 Records.

Consultant shall keep, and require subcontractors to keep, such ledgers, books of accounts, invoices, vouchers, canceled checks, reports, studies or other documents relating to the disbursements charged to City and DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B 12 services performed hereunder (the “books and records”), as shall be necessary to perform the services required by this Agreement and enable the Contract Officer to evaluate the performance of such services. Any and all such documents shall be maintained in accordance with generally accepted accounting principles and shall be complete and detailed. The Contract Officer shall have full and free access to such books and records at all times during normal business hours of City, including the right to inspect, copy, audit and make records and transcripts from such records. Such records shall be maintained for a period of three (3) years following completion of the services hereunder, and the City shall have access to such records in the event any audit is required. In the event of dissolution of Consultant’s business, custody of the books and records may be given to City, and access shall be provided by Consultant’s successor in interest. Notwithstanding the above, the Consultant shall fully cooperate with the City in providing access to the books and records if a public records request is made and disclosure is required by law including but not limited to the California Public Records Act.

6.2 Reports.

6.3 Ownership of Documents.

DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B 13 (b) Consultant, its officers, employees, agents or subcontractors, shall not, without prior written authorization from the Contract Officer or unless requested by the City Attorney, voluntarily provide documents, declarations, letters of support, testimony at depositions, response to interrogatories or other information concerning the work performed under this Agreement. Response to a subpoena or court order shall not be considered “voluntary” provided Consultant gives City notice of such court order or subpoena. (c) If Consultant, or any officer, employee, agent or subcontractor of Consultant, provides any information or work product in violation of this Agreement, then City shall have the right to reimbursement and indemnity from Consultant for any damages, costs and fees, including attorney’s fees, caused by or incurred as a result of Consultant’s conduct.
(d) Consultant shall promptly notify City should Consultant, its officers, employees, agents or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions or other discovery request, court order or subpoena from any party regarding this Agreement and the work performed there under. City retains the right, but has no obligation, to represent Consultant or be present at any deposition, hearing or similar proceeding. Consultant agrees to cooperate fully with City and to provide City with the opportunity to review any response to discovery requests provided by Consultant. However, this right to review any such response does not imply or mean the right by City to control, direct, or rewrite said response.

ARTICLE 7. ENFORCEMENT OF AGREEMENT AND TERMINATION

7.1 California Law.

7.2 Disputes; Default.

7.3 Retention of Funds.

Consultant hereby authorizes City to deduct from any amount payable to Consultant (whether or not arising out of this Agreement) (i) any amounts the payment of which may be in dispute hereunder or which are DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B 14 necessary to compensate City for any losses, costs, liabilities, or damages suffered by City, and (ii) all amounts for which City may be liable to third parties, by reason of Consultant’s acts or omissions in performing or failing to perform Consultant’s obligation under this Agreement. In the event that any claim is made by a third party, the amount or validity of which is disputed by Consultant, or any indebtedness shall exist which shall appear to be the basis for a claim of lien, City may withhold from any payment due, without liability for interest because of such withholding, an amount sufficient to cover such claim. The failure of City to exercise such right to deduct or to withhold shall not, however, affect the obligations of the Consultant to insure, indemnify, and protect City as elsewhere provided herein.

7.4 Waiver.

7.5 Rights and Remedies are Cumulative.

7.6 Legal Action.

7.7 Termination Prior to Expiration of Term.

This Section shall govern any termination of this Contract except as specifically provided in the following Section for termination for cause. The City reserves the right to terminate this Contract at any time, with or without cause, upon thirty (30) days’ written notice to Consultant, except that where termination is due to the fault of the Consultant, the period of notice may be such shorter time as may be determined by the Contract Officer. In addition, the Consultant reserves the right to terminate this Contract at any time, with or without cause, upon sixty (60) days’ written notice to City, except that where termination is due to the fault of the City, the period of notice may be such shorter time as the Consultant may determine. Upon receipt of any notice of termination, Consultant shall immediately cease all services hereunder except such as may be specifically approved by the Contract Officer. Except where the Consultant has initiated termination, the Consultant shall be entitled to compensation for all services rendered prior to the effective date of the notice of termination and for any services authorized by the Contract Officer thereafter in accordance with the Schedule of Compensation or such as may be approved by the Contract Officer, except as provided in Section 7.3. In the DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B 15 event the Consultant has initiated termination, the Consultant shall be entitled to compensation only for the reasonable value of the work product actually produced hereunder. In the event of termination without cause pursuant to this Section, the terminating party need not provide the non-terminating party with the opportunity to cure pursuant to Section 7.2.

7.8 Termination for Default of Consultant.

7.9 Attorneys’ Fees.

ARTICLE 8. CITY OFFICERS AND EMPLOYEES: NON-DISCRIMINATION

8.1 Non-liability of City Officers and Employees.

8.2 Conflict of Interest.

Consultant covenants that, by and for itself, its heirs, executors, assigns, and all persons claiming under or through them, that there shall be no discrimination against or segregation of, any person or group of persons on account of race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class in the performance of this Agreement. Consultant shall take affirmative action to insure that applicants are employed and that employees are treated during employment without regard to their race, color, creed, religion, sex, gender, sexual orientation, marital status, national origin, ancestry or other protected class.

8.4 Unauthorized Aliens.

ARTICLE 9. MISCELLANEOUS PROVISIONS

9.1 Notices.

Notice shall be deemed communicated at the time personally delivered or in seventy-two (72) hours from the time of mailing if mailed as provided in this Section.

9.2 Interpretation.

9.3 Counterparts.

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

9.4 Integration; Amendment.

This Agreement including the attachments hereto is the entire, complete and exclusive expression of the understanding of the parties. It is understood that there are no oral agreements between the parties hereto affecting this Agreement and this Agreement supersedes and cancels any and all previous negotiations, arrangements, agreements and understandings, if any, between the parties, and none shall be used to interpret this Agreement. No amendment to or modification of this Agreement shall be valid unless made in writing and DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B 17 approved by the Consultant and by the City Council. The parties agree that this requirement for written modifications cannot be waived and that any attempted waiver shall be void.

9.5 Severability.

9.6 Warranty & Representation of Non-Collusion.

The determination of “financial interest” shall be consistent with State law and shall not include interests found to be “remote” or “noninterests” pursuant to Government Code Sections 1091 or 1091.5. Consultant warrants and represents that it has not paid or given, and will not pay or give, to any third party including, but not limited to, any City official, officer, or employee, any money, consideration, or other thing of value as a result or consequence of obtaining or being awarded any agreement. Consultant further warrants and represents that (s)he/it has not engaged in any act(s), omission(s), or other conduct or collusion that would result in the payment of any money, consideration, or other thing of value to any third party including, but not limited to, any City official, officer, or employee, as a result of consequence of obtaining or being awarded any agreement.

Consultant’s Authorized Initials ___________________
Cyrus Kianpour
President
The persons executing this Agreement on behalf of the parties hereto warrant that (i) such party is duly organized and existing, (ii) they are duly authorized to execute and deliver this Agreement on behalf of said party, (iii) by so executing this Agreement, such party is formally bound to the provisions of this Agreement, and (iv) that entering into this Agreement does not violate any provision of any other Agreement to which said party is bound. This Agreement shall be binding upon the heirs, executors, administrators, successors and assigns of the parties.
[SIGNATURES ON FOLLOWING PAGE]
DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B 18 IN WITNESS WHEREOF, the parties hereto have executed this Agreement on the date and year first-above written.

CITY:

City of Glendora, a municipal corporation
Adam Raymond
City Manager
APPROVED AS TO FORM: CERTIFY AVAILABILITY OF FUNDS:

ALESHIRE & WYNDER, LLP
William W. Wynder
City Attorney
June Overholt
Administrative Services Director
ATTEST:

Kathleen R. Sessman
City Clerk/Communications Director
CONTRACTOR:

CSG CONSULTANTS, INC.

Name: Cyrus Kianpour
Title: President
Email Address: [email protected]
Name: Khoa Duong
Title: Vice President, Building Department
Email Address: [email protected]
Phone: (650) 522-2500
Address: 550 Pilgrim Drive
Foster City, CA 94404
____________________________ Two corporate officer signatures required when Contractor is a corporation, with one signature required from each of the following groups: 1) Chairman of the Board, President or any Vice President; and 2) Secretary, any Assistant Secretary, Chief Financial Officer or any Assistant Treasurer. CONTRACTOR’S

SIGNATURES SHALL BE DULY NOTARIZED, AND APPROPRIATE ATTESTATIONS SHALL BE INCLUDED AS MAY BE REQUIRED BY THE BYLAWS, ARTICLES OF INCORPORATION, OR OTHER RULES OR REGULATIONS APPLICABLE TO CONTRACTOR’S BUSINESS ENTITY.

DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B July 21, 2021 | 3:03 PM PDT
July 21, 2021 | 8:14 AM PDT
July 21, 2021 | 4:57 PM PDT
July 22, 2021 | 1:15 PM PDT
01240.0001/535308.1 A-1
EXHIBIT “A”

SCOPE OF SERVICES
I. Consultant will perform the following Services:

A. Provide plan review and building inspection services on an as-needed basis, not to exceed $500,000.

DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B 01240.0001/535308.1 B-1
EXHIBIT “B”

SPECIAL REQUIREMENTS
(Superseding Contract Boilerplate)
Added text is indicated in bold italics, deleted text is indicated in strikethrough.

NONE
DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B 01240.0001/535308.1 C-1
EXHIBIT “C”

SCHEDULE OF COMPENSATION
I. Consultant shall perform the following tasks at the following rates:

CSG’s rate structure which includes fees for personnel providing the proposed scope of work is provided in the table below. We will coordinate the pickup and return of all plans via CSG staff or a licensed courier service. This service is provided at no additional cost. CSG will mail an invoice at the beginning of every month for services rendered during the previous month.

III. Within the budgeted amounts for each Task, and with the approval of the Contract Officer, funds may be shifted from one Task subbudget to another so long as the Contract Sum is not exceeded per Section 2.1, unless Additional Services are approved per Section 1.9.

IV. The City will compensate Consultant for the Services performed upon submission of a valid invoice. Each invoice is to include:

A. Line items for all personnel describing the work performed, the number of hours worked, and the hourly rate.

B. Line items for all materials and equipment properly charged to the Services.

DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B 01240.0001/535308.1 C-2
C. Line items for all other approved reimbursable expenses claimed, with supporting documentation.

D. Line items for all approved subcontractor labor, supplies, equipment, materials, and travel properly charged to the Services.

V. The total compensation for the Services shall not exceed the Contract Sum as provided in Section 2.1 of this Agreement.

DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B 01240.0001/535308.1 D-1
EXHIBIT “D”

SCHEDULE OF PERFORMANCE
NONE
DocuSign Envelope ID: 47247A56-9E64-432A-8948-B893F624168B AMENDMENT NO. 4 TO THE CONTRACT SERVICES AGREEMENT
WITH CSG CONSULTANTS, INC. FOR BUILDING PLAN REVIEW AND

INSPECTION SERVICES

COMMUNITY DEVELOPMENT

CITY COUNCIL
MARCH 24, 2026

DAVID COLLETT, BUILDING OFFICIAL

SUMMARY
• The Building Division contracts with CSG Consultants, Inc. for supplemental building plan review and inspection services.
• The original agreement was approved July 13, 2021, in the amount of $500,000.

Subsequent amendments increased the total contract amount to $1,385,000 through June 2026.
• Amendment No. 4 would extend the agreement through June 2027 and add $425,000, for a new contract amount of $1,810,000.

DISCUSSION
• Since 2014, the Building Division has utilized CSG Consultants, Inc. to provide supplemental building plan review and inspection services. • During this period, the Division has also worked with other firms providing similar services, allowing for comparison of service quality, responsiveness, and cost. • CSG has demonstrated consistent performance, reliability, and a strong understanding of the City’s review processes, inspection standards, and operational expectations.
• The proposed one-year extension would continue plan review services through June 2027 and provide building inspection services on an as-needed basis.

FISCAL IMPACT
• This amendment increases the contract amount by $425,000. • Appropriations of $350,000 are included in year 2 of the FY2025-27 Two-Year Budget under account 10160410-59100.
• Approximately $75,000 in inspection service costs is expected to be funded through salary savings.
• The cost of the contract plan review services is fully offset by fees collected at the time of plan submission.

RECOMMENDATION
That the City Council:

1. Approve Amendment No. 4 to the Contract Services Agreement with CSG Consultants, Inc.; and

2. Authorize the City Manager to execute the agreement.

STAFF REPORT
TO: Mayor and Council Members DATE: March 24, 2026
FROM: Public Works DISTRICT(S): 3
SUBJECT: Consideration of a Construction Contract to Harbor Construction Coating & Restoration, Inc. for the Mary E. & Clement M. La Fetra Center Stairs Replacement Project in an amount not to exceed $234,600

RECOMMENDATION
That the City Council:

1. Adopt a Categorical Exemption from the California Environmental Quality Act pursuant to Section 15301(d) of the California Code of Regulations (CEQA Guidelines);

2. Approve the Construction Contract with Harbor Coating Construction & Restoration Inc. for the Mary E. & Clement M. La Fetra Center Staircase Replacement Project, Plan No. 1387, in the amount of $234,600;

3. Authorize a contingency for necessary change orders in an amount not to exceed 10% ($23,460) of the total contract amount ($234,600) for a total authorization not to exceed $258,060; and

4. Authorize the City Manager or his designee to execute the Contract and approve change orders within the approved contingency amount, including minimal and/or non-substantive changes.

STRATEGIC FOCUS AREAS
Goal 3 - New + Revitalized Facilities

EXECUTIVE SUMMARY
This project includes demolishing the existing wooden stairway and associated concrete footings and constructing a new concrete and steel stairway at the Mary E. & Clement M. La Fetra Center (“La Fetra Center”), located at 333 E. Foothill Boulevard, Glendora, CA 91741. Replacing this staircase is essential to provide a safe and compliant second emergency exit, as required by Building and Safety, and to ensure the facility maintains adequate fire and life‑safety protection.

Staff recommends awarding the contract for the La Fetra Center Staircase Replacement Project, Plan No. 1387, to Harbor Coating Construction & Restoration, Inc. in the amount of $234,600. Staff further recommends approving a 10 percent contingency of $23,460, for a total construction budget of $258,060, and authorizing staff to execute the agreement and any necessary change orders within the approved contingency.

LEGISLATIVE HISTORY / PREVIOUS ACTIONS
The La Fetra Center Improvement Project has been approved in the FY 2023-25 Capital Improvement Program in the amount of $384,265.

The Notice Inviting Bids (NIB) was posted on QuestCDN (RFP # 9981228) and was published in the San Gabriel Valley Examiner on December 11 and 18, 2025, and bids were opened on January 8, 2026. Three (3) prime contractors submitted bid proposals. The three (3) bids ranged from $234,600 to $483,000. Harbor Coating Construction & Restoration Inc. has been identified as the lowest responsive, responsible bidder with a bid amount of $234,600.

DISCUSSION
This project entails the demolition of the existing wooden stairs and associated concrete footings, and constructing new concrete & steel stairs at the La Fetra Senior Center. The staircase replacement project is critical to ensure compliance with the building code requirements to provide an emergency exit.

Below is a vicinity map of the project location.

The notice inviting bids on QuestCDN was published in the San Gabriel Valley Examiner on December 11 and 18, 2025, and bids were opened on January 8, 2026. Three (3) prime contractors submitted bid proposals. The three (3) bids ranged from $234,600 to $483,000. Harbor Coating Construction & Restoration Inc. has been identified as the lowest responsive, and responsible bidder with a bid amount of $234,600.

Bid Summary
Contractor Name Bid Amount
Harbor Coating and Restoration $234,600.00
US Builders and Consultants, Inc. $394,400.00
Marjani Builders, Inc. $483,000.00
The contingency amount is included to address unforeseen conditions that may be encountered during demolition or construction. Construction is anticipated to begin following issuance of a Notice To Proceed and is expected to be completed within approximately 50 working days.

FISCAL IMPACT
The La Fetra Center Improvement Project is included in the FY 2025-27 Adopted Two-Year Budget Capital Improvement Program in the amount of $384,265. It is funded by the Capital Projects Fund (301), Project No. 5620102. The table below provides a breakdown of the costs.

Budget Estimated Cost Difference
La Fetra Center
Staircase
Replacement
Project, Project
5620102
$384,265.00
Publication &
Environmental
$460.00
Construction
Contract
$234,600.00
Construction
Contingency
$23,460.00
Design Support
(IDS Group)
$25,136.10
Inspections &
Construction
Management
(Future Services)
$25,000.00
Estimated Total
Expenditures $308,656.10
Budget Balance $75,608.90

ENVIRONMENTAL DETERMINATION
The proposed Agreement with Harbor Coating Construction & Restoration Inc. qualifies for a Categorical Exemption under the CEQA Guidelines (Section 15301(d) of the California Code of Regulations), because the project consists of the repair, maintenance, and minor alteration of an existing public facility involving the replacement of an existing staircase at the La Fetra Center. The project does not involve expansion of the existing use.

Attached is the Notice of Categorical Exemption for Council for review and adoption.

Prepared By: Maliha Ansari, Principal Civil Engineer
Concurs With: Not Applicable
Reviewed By: Moises Lopez, Assistant City Manager / Interim Public Works Director Certified to Availability of Funds: Kyle Johnson, Finance Director/City Treasurer Approved By: Adam Raymond, City Manager
Legal Review: Danny Aleshire, City Attorney
CEQA Review: Jeff Kugel, Community Development Director Attachments
A_Notice_of_Exemption.pdf
B_Plan_Holder_List_1387.pdf
C_Bid_Summary_1387.pdf
D_Bid_Analysis_1387.pdf
E_Bid_Proposal_1387.pdf
F_Agreement.pdf
rvp7/3/97

CITY OF GLENDORA
116 East Foothill Boulevard, Glendora, California 91741

NOTICE OF EXEMPTION
Project Title: La Fetra Center Stairs Replacement Project, Plan No. 1387 Project Location: La Fetra Center – 333 E. Foothill Blvd. Glendora, CA 91741.

Project Sponsor: City of Glendora
Mailing Address: 116 East Foothill Boulevard, Glendora, CA 91741 Project Description: The project entails the demolition of the existing wooden stairs and the construction of new concrete & steel stairs at the La Fetra Senior Center.

Surrounding Land Uses and Setting: The area is surrounded mostly by single-family residential housing and designated for Low/Medium Residential land uses.

The Planning Director recommends the following exempt status / findings:

Ministerial (Sec. 15073)
Declared Emergency (Sec. 15071(a))
Emergency Project (Sec. 15071(b) and (c))
Categorical Exemption
Type: Class 1 Existing Facilities
Section: 15301
Statutory Exemption. Code Number: ____
Reasons why project is exempt: The project involves the repair or alteration of existing public structures/facilities. The project consists of replacing an existing staircase with a new staircase.

The above recommended exempt status and findings were adopted by the following body:
on
Date:

Maliha Ansari, Principal Civil Engineer

PROJECT VICINITY MAP
________________________________________________ Date: ________________ Jeff Kugel, Community Development Director
Closing Date: Thu, 01/08/2026 10:00 AM PST Posting Type: Construction Project Owner Name: Glendora CA, City of Solicitor Name: Glendora CA, City of Contact: Desiree Hernandez Phone: 626-914-8238 Email: [email protected] Company Name &
Address Contact Name/Email Address Phone/Fax Bus.Cert Bus. Desig Entry Date Doc Type Comments BidAmerica
41085 Elm Street, Murrieta, CA-92562
Tom Davis
[email protected]
951-837-0559 Plan Room 12/11/2025 eBidDoc
Wright Construction
Engineering Corp
2625 S Santa Fe Ave., San Marcos, CA-92069
Jason Merritt
[email protected]
760-599-3915
760-599-3920 SBE Prime Bidder 12/11/2025 eBidDoc
ConstructConnect
3825 Edwards Rd,
Cincinnati, OH-45209
Eric Mills
[email protected]
800-364-2059
866-570-8187 Plan Room 12/12/2025 eBidDoc
Ambit Construction &
Design, Inc.,
P. O. Box 812033, Los
Angeles, CA-90018
Muhammad [email protected]
323.786.8001 MBE Prime Bidder 12/12/2025 eBidDoc
5 Rivers Contractors
2601 Oak Grove St,
Bakersfield, CA-93311
Gursher Bajwa
[email protected]
5167571831 Prime Bidder 12/14/2025 eBidDoc
US Builders and
Consultants Inc
126 Desert Lotus, IRVINE,
CA-92618
Tamer Awad
[email protected]
7143178402 SBE Prime Bidder 12/18/2025 eBidDoc
UBD Inc
6707 Camellia Ave #205,
North Hollywood, CA91606
Yuri Ubeda
[email protected]
8184828014 Prime Bidder 12/18/2025 eBidDoc
Leonida Builders Inc.
32023 Crown Valley
Road, Acton, CA-93510
Panagiotis Leonida
[email protected]
951-532-7717
951-566-4022 SBE Prime Bidder 12/23/2025 eBidDoc
ABNY General
Engineering Inc.
1302 Indian Springs Dr,
Glendora, CA-91741
Sam Wahba
[email protected]
626-586-2020 Prime Bidder 12/26/2025 eBidDoc
Harbor Coating and
Restoration
625 W Katella Ave #5,
Orange, CA-92867
Mahmoud Merzi
[email protected]
760-500-9264 Prime Bidder 12/27/2025 eBidDoc
Newbuild Construction
and Restoration Inc.
625 W. Katella Avenue
Suite 27, Orange, CA92867
Matt Maher
[email protected]
714-912-4836 Subcontractor 12/30/2025 eBidDoc
QuestCDN Internal Client
Success Acct.
1325 Best Practice Way,
Quest, MN-545345
ClientSuccess
[email protected]
952-278-3345 NOT BIDDING 01/02/2026 eBidDoc
Perfection Painting Corp
38045 47th St East, Suite
E #142, Palmdale, CA93552
Antonia Marquez
[email protected]
6612341905 SBE Prime Bidder 01/02/2026 eBidDoc
G2K Construction, Inc.
28348 Roadside Drive,
Agoura Hills, CA-91301
Lito Fernandez
[email protected]
818-889-6046 Prime Bidder 01/05/2026 eBidDoc
Marjani Builders Inc
854 Sunrise Rd, Mission
Viejo, CA-92675
Ed Albadry
[email protected]
949-5848411 SBE Prime Bidder 01/08/2026 eBidDoc
Plan Holder Report as of 01/21/2026 03:34 PM CST
La Fetra Center Staircase Replacement Project
Quest eBidDoc™ Number: 9981228

LA FETRA CENTER STAIRCASE REPLACEMENT PROJECT
PLAN NO. 1387
BID OPENING: JANUARY 8, 2026

SUMMARY OF BIDS

CONTRACTORS BID AMOUNT

1. Harbor Coating and Restoration $234,600.00

2. US Builders and Consultants, Inc. $394,400.00

3. Marjani Builders, Inc. $483,000.00
Qty Unit Unit Price Total Price Unit Price Total Price Unit Price Total Price Unit Price Total Price Unit Price Total Price 1 Remove Wood Stairs & Railing 1 LS $10,000.00 $10,000.00 $15,000.00 $15,000.00 $25,116.00 $25,116.00 $39,000.00 $39,000.00 $26,372.00 $26,372.00 $15,000.00 $39,000.00 2 Remove Walls at Top Landing 1 LS $1,000.00 $1,000.00 $3,000.00 $3,000.00 $1,030.00 $1,030.00 $10,000.00 $10,000.00 $4,676.67 $4,676.67 $1,030.00 $10,000.00 3 Remove Wooden Posts & Footing 10 EA $1,500.00 $15,000.00 $500.00 $5,000.00 $262.00 $2,620.00 $3,500.00 $35,000.00 $1,881.00 $18,810.00 $262.00 $3,500.00 4 Allowance for Cut, Patch & Repair 1 LS $8,000.00 $8,000.00 $5,000.00 $5,000.00 $1,780.00 $1,780.00 $7,000.00 $7,000.00 $4,593.33 $4,593.33 $1,780.00 $7,000.00 5 Install Concrete Stairs 19 EA $500.00 $9,500.00 $1,000.00 $19,000.00 $3,792.00 $72,048.00 $2,350.00 $44,650.00 $2,380.67 $45,232.67 $1,000.00 $3,792.00 6 Install Concrete Landing 110 SF $50.00 $5,500.00 $200.00 $22,000.00 $205.00 $22,550.00 $350.00 $38,500.00 $277.50 $30,525.00 $200.00 $350.00 7 Install Concerte Footings 4 EA $8,000.00 $32,000.00 $4,000.00 $16,000.00 $3,716.00 $14,864.00 $12,500.00 $50,000.00 $6,738.67 $26,954.67 $3,716.00 $12,500.00 8 Painted Guard Rail & Handrail 65 LF $200.00 $13,000.00 $300.00 $19,500.00 $1,098.00 $71,370.00 $300.00 $19,500.00 $699.00 $45,435.00 $300.00 $1,098.00 9 Painted Structural Columns 4 EA $3,500.00 $14,000.00 $1,000.00 $4,000.00 $26,798.00 $107,192.00 $2,500.00 $10,000.00 $10,099.33 $40,397.33 $1,000.00 $26,798.00 10 Misc Metals @ Stairs 1 LF $5,000.00 $5,000.00 $60,000.00 $60,000.00 $35,730.00 $35,730.00 $132,000.00 $132,000.00 $75,910.00 $75,910.00 $35,730.00 ######### 11 Wood Framed Walls 1 LS $5,000.00 $5,000.00 $2,000.00 $2,000.00 $1,888.00 $1,888.00 $25,000.00 $25,000.00 $9,629.33 $9,629.33 $1,888.00 $25,000.00 12 Waterproof @ Landing 110 SF $15.00 $1,650.00 $10.00 $1,100.00 $58.00 $6,380.00 $65.00 $7,150.00 $44.33 $4,876.67 $10.00 $65.00 13 Metal Wall Panels 80 SF $55.00 $4,400.00 $500.00 $40,000.00 $74.00 $5,920.00 $200.00 $16,000.00 $258.00 $20,640.00 $74.00 $500.00 14 Sheet Metal Flashing 1 LS $1,500.00 $1,500.00 $5,000.00 $5,000.00 $1,392.00 $1,392.00 $16,000.00 $16,000.00 $7,464.00 $7,464.00 $1,392.00 $16,000.00 15 Patch Roof and Walls (Allowance) 1 LS $10,000.00 $10,000.00 $10,000.00 $10,000.00 $6,776.00 $6,776.00 $16,700.00 $16,700.00 $11,158.67 $11,158.67 $6,776.00 $16,700.00 16 Allowance for Painting 1 LS $5,000.00 $5,000.00 $8,000.00 $8,000.00 $17,744.00 $17,744.00 $16,500.00 $16,500.00 $14,081.33 $14,081.33 $8,000.00 $17,744.00

ENGINEER'S

ESTIMATE
Apparent Low
Bidder 1
Apparent Low
Bidder 2
Apparent Low
Bidder 3
$140,550.00 $234,600.00 $394,400.00 $483,000.00
$234,600.00 $394,400.00 $483,000.00
$0.00 $0.00 $0.00
0% $0.00 0% $0.00 0% $0.00
TOTAL $0.00 TOTAL $0.00 TOTAL $0.00

HIGHEST

UNIT BID
PRICE

AVERAGE BID VALUES LOWEST

UNIT BID
PRICE
Apparent Low Bidder 3
Marjani Builders, Inc.

YES
Apparent Low Bidder 2
US Builders and Consultants,
Inc.

YES
SUBCONTRACTORSTOTAL BASE BID AMOUNT CALCULATED BASED ON UNIT PRICESIS THE BIDDER QUALIFIED BASED ON REFERENCE PROJECTSCALCULATION CORRECTIONS TO BASE BID AMOUNT SUBMITTED BY CONTRACTOR BASED ON CALCULATED BID AMOUNTBID RANKINGSUBCONTRACTOR % AND AMOUNT SHOWN IN THE BIDTOTAL BASE BID AMOUNT INDICATED BY BIDDER Apparent Low Bidder 1
Harbor Coating and Restoration
YES

1. BID TABULATION
Bid Item and Description

BID TABULATION

ENGINEER'S ESTIMATEENGINEER'S ESTIMATE
PROJECT NAME: La Fetra Center Staircase Replacement Project, Plan No 1387 L:\ENGINEERING\CIP 24-25\1387 La Fetra Stairs Replacement\900 - Advertisement\940 - Bid Analysis\01 Bid Analysis, GLE, La Fetra Center StaircaseBID TABULATION 1 of 4 APPARENT LOW BID AMOUNT: $234,600.00
REVIEW RESULT BY DATEYES CITY CLERK 1/20/26YES RR 1/20/26N/A RR 1/20/26NO RR 1/20/26YES RR 1/20/26$0.00 RR 1/20/2650.00% RR 1/20/26100.00% RR 1/20/26YES RR 1/20/2650.00% RR 1/20/260.00% RR 1/20/26YES RR 1/20/26 PRIME CONTRACTOR LICENSE STATUS: Harbor Coating and Restoration 473853 RR 1/20/26PRIME CONTRACTOR DIR REGISTRATION STATUS: Harbor Coating and Restoration 2000000858 RR 1/20/26PRIME CONTRACTOR DEBARMENT STATUS FROM STATE CONTRACTS: Harbor Coating and Restoration NOT ON STATE DEBARRED LIST RR 1/20/26PRIME CONTRACTOR DEBARMENT STATUS FROM FEDERAL CONTRACTS: Harbor Coating and Restoration NOT ON FEDERAL DEBARRED LIST RR 1/20/26 NO RR 1/20/26
Print-out from CLSB Web Page attached (http://www.cslb.ca.gov/)Print-out from DIR Web Page attached(https://cadir.my.salesforce-sites.com/ContractorSearch?) MAX ALLOWABLE SUBCONTRACTOR PERCENT PER SPECIFICATIONS:SUB CONTRACTOR % CALCULATED PER BID SUBMITTAL(THIS % MUST BE EQUAL OR LESS THAN ABOVE %):BIDDER COMPLIES WITH MAX. SUB CONTRACTOR % REQUIREMENT:PRIME CONTRACTOR % CALCULATED PER BID SUBMITTAL(THIS % MUST BE EQUAL OR MORE THAN ABOVE %):ANY APPARENT DISCREPANCY IN THE SUBMITTAL:BIDDER COMPLIES WITH MIN PRIME CONTRACTOR % REQUIREMENT:SUBCONTRACTOR AMOUNT:MIN PRIME CONTRACTOR % REQUIREMENT FOR WORK PER SPECIFICATIONS:REFERENCE CHECK ACCEPTABLE: See Reference Check Print-out from DIR Web Page attached (http://www.dir.ca.gov/dlse/debar.html)Print-out from SAM Web Page attached (https://www.sam.gov/SAM/)

2. REVIEW OF APPARENT LOW BID
APPARENT LOW BID SUBMITTED BY: Harbor Coating and RestorationITEM REVIEWED/CHECKED REMARKSBID STAMPED AS RECEIVED PRIOR BID TIME:BID BOND IN PROPER AMOUNT:ADDENDA ACKNOWLEDGEMENT:TOTAL BID PRICES CALCULATED CORRECTLY:

L:\ENGINEERING\CIP 24-25\1387 La Fetra Stairs Replacement\900 - Advertisement\940 - Bid Analysis\01 Bid Analysis, GLE, La Fetra Center StaircaseREVIEW OF APPARENT LOW BID 2 of 4

REFERENCE PROJECT OWNER

CONTACT & TELEPHONE
AMOUNT

DATE COMPLETED

DID THE CONTRACTOR DO

QUALITY WORK

DID THE CONTRACTOR STAY

ON SCHEDULE

DID THE CONTRACTOR ASK

FOR UNNECESSARY CHANGE
ORDERS

DID THE CONTRACTOR FILE

CLAIMS AGAINST YOU

WILL YOU HIRE THE

CONTRACTOR AGAIN REMARKS
Construction of and Resurfacing of Railroad Bridge Rails City of Torrance Leah Portman (310) 781-6900 $137,550.00 23-Nov YES YES NO NO YES E-mail sent on 1/21. Responded on 1/26 & commented: Harbor Coating was easy to work with, communicative, cooperative, and completed the project on time.

RR 1/26/2026
City Facilities Painting 2021-2022 City of Poway Danielle McIntosh (858) 668-4729 $95,770.00 22-Oct YES YES NO NO YES Called and reference answered the questions on 1/23/26. No additional comments. MP 1/23/2026 Glenneyre Parking Structure Rehabilitation City of Laguna Beach Alpha Santos (949) 497-0729 $1,454,600.00 24-Oct YES YES NO NO YES The Contractor recommemded aesthetic changes that the City approved. Work performed was for a staircase. RR 1/27/2026 Demo and Rehabilitation of the Kitchen & Entrance Area (42 units) LA County Development Authority
Janice Ellis
(626) 586-1793 $530,575.89 22-Aug N/A N/A N/A N/A N/A
Called & reached a busy line on 1/21/26Called & reached a busy line on 1/23/26Called & reached a busy line on 1/26/26 RR 1/26/2026

3. REFERENCE CHECK OF APPARENT LOW BIDDER

REFERENCE CHECK FOR APPARENT LOW BIDDER

CHECKED BY
DATE
Answer "YES" if satisfied or "NO" if not satisfied

REFERENCE DATA FOR APPARENT LOW BIDDER
Harbor Coating and Restoration
L:\ENGINEERING\CIP 24-25\1387 La Fetra Stairs Replacement\900 - Advertisement\940 - Bid Analysis\01 Bid Analysis, GLE, La Fetra Center StaircaseREF CHECK 3 of 4 Harbor Coating and Restoration
$234,600.00

4. LOWEST RESPONSIVE BID
LOWEST RESPONSIVE BID SUBMITTED BY: IN THE AMOUNT OF:

L:\ENGINEERING\CIP 24-25\1387 La Fetra Stairs Replacement\900 - Advertisement\940 - Bid Analysis\01 Bid Analysis, GLE, La Fetra Center StaircaseLOWEST RESPONSIVE BID 4 of 4 Data current as of 1/29/2026 10:03:13 AM
Home | Online Services | License Details
Contractor's License Detail for License #
473853
DISCLAIMER: A license status check provides information taken from the CSLB license database. Before relying on this information, you should be aware of the following limitations.

Business Information

HARBOR COATING & RESTORATION
625 W KATELLA AVE #5
ORANGE, CA 92867
Business Phone Number:(760) 500-9264
Entity Sole Ownership
Issue Date 05/21/1985
Expire Date 06/30/2026
License Status
This license is current and active.

All information below should be reviewed.

Classifications
Bonding Information
Contractor's Bond
This license filed a Contractor's Bond with WESTERN SURETY COMPANY .

Bond Number: 63647606
Bond Amount: $25,000
Effective Date: 01/01/2023
Contractor's Bond History
Bond of Qualifying Individual
This license filed Bond of Qualifying Individual number 72363632 for MAHMOUD A ALAMAIRAH in the amount of $25,000 with WESTERN SURETY COMPANY .

Effective Date: 01/01/2023
BQI's Bond History
CSLB complaint disclosure is restricted by law ( B&P 7124.6 ) If this entity is subject to public complaint disclosure click on link that will appear below for more information. Click here for a definition of disclosable actions. 
 Only construction related civil judgments reported to CSLB are disclosed ( B&P 7071.17 ).  Arbitrations are not listed unless the contractor fails to comply with the terms.  Due to workload, there may be relevant information that has not yet been entered into the board's license database.  B - GENERAL BUILDING
 C33 - PAINTING AND DECORATING
 C-61 / D06 - CONCRETE RELATED SERVICES
 C-61 / D12 - SYNTHETIC PRODUCTS
 C-61 / D38 - SAND AND WATER BLASTING
 A - GENERAL ENGINEERING
 C10 - ELECTRICAL
Copyright © 2026 State of California
Workers' Compensation
This license has workers compensation insurance with the GREAT AMERICAN ASSURANCE

COMPANY
Policy Number:WCF44366700
Effective Date: 11/25/2025
Expire Date: 11/25/2026
Workers' Compensation History
Other
 Personnel listed on this license (current or disassociated) are listed on other licenses.

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2000000858
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473853
Business Phone
7605009264
Ext
Registration Start Date
DIR Approved
1/29/26, 11:28 AM 2000000858 - Mahmoud Merzi
https://services.dir.ca.gov/gsp?id=dir_public_form&table=x_cdoi2_csm_portal_customer_account_lookup&sys_id=0cb4a642c34306900c17b7ff050131… 1/4 Address
2025-07-01
Legal Entity Name
Mahmoud Merzi
Doing Business As (DBA)
Harbor Coating & Restoration
Business Structure
President
Mahmoud Merzi
Email
[email protected]
Registration End Date
2026-06-30
-- None --
Crafts

TUNNEL/UNDERGROUND (OPERATING ENGINEER-HEAVY AND HIGHWAY WORK) Laborer (Construction-Fence Erector-Housemover) (Engineering Construction) Painter Carpenter Tile Setter/Finisher egergreg Marble Mason/Finisher Laborer and Related Classifications
Parking and Highway Improvement (Striping, Slurry and Seal Coat Operations-Laborer) Carpenter and Related Trades Carpet, Linoleum, Resilient Tile Layer Roofing Asbestos and Lead Abatement (Laborer)t Drywall Installer/Lather (Carpenter) Electrician Laborer and Related Classifications (Building Construction) Parking and Highway Improvement Painter (Laborer) Cement Mason General Building Drywall Installer/Lather/Finisher LABORER
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Registration Dates 2
625 West Katella Avenue#5
Mailing Address - City
orange
Mailing Address - State
CA
Mailing Address - Zip
92867
Mailing Address - Country
United States
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Physical Address - City
Physical Address - State
Physical Address - Zip
Physical Address - Country
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Copyright 2024 State of California
1/29/26, 11:28 AM 2000000858 - Mahmoud Merzi
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The following is a list of contractors barred from bidding on, accepting, or performing any public works contracts, either as a contractor or subcontractor. Please refer to the “Period of Debarment” for status of debarment period as noted below:

As part of your due diligence, we suggest that you also check:

Contractor status at the Contractors State License Board (CSLB) The Federal debarment list at the Excluded Parties List System Name of contractor Period of debarment
MILES CONSTRUCTION GROUP, INC., a
California Corporation; COLTON JAMES
WHITE, an individual and in his capacity as
Chief Executive Officer and Responsible
Managing Employee of MILES
CONSTRUCTION GROUP, INC.

CSLB License Number: 976339.
7/23/2025 through 7/23/2028
Decision 40-63204 

UNIQUE CONSTRUCTION &
DEVELOPMENT, INC.; CHONG GIL LEE, an
individual and CEO of UNIQUE
CONSTRUCTION & DEVELOPMENT, INC.;
and JAMES LEE, an individual and CFO of

UNIQUE CONSTRUCTION &
DEVELOPMENT, INC.

CSLB License Number: 830772.
7/1/2025 through 7/1/2028
Decision 40-76516-977 
MICHAEL FLOORING, INC.;

BENNY MICHAEL
CSLB License Number: 874947
9/13/24 through 9/13/27
Decision SC 7278 
The debarment order is currently
stayed by order of the Kern County


How can we
help you
today?
1/29/26, 11:29 AM Public Works
https://www.dir.ca.gov/dlse/debar.html 1/13

NOT ON STATE

DEBARMENTS LIST
Superior Court
TOBO CONSTRUCTION, INC.;
JIMI WAN CHAE; MONICA SHIUN OH;

KYUNG JIN YOON,
CSLB License Number: 758012
5/10/2023 through 5/10/2026
Decision SC 7250 
G M Climate Control, Inc.

CSLB License Number: 967267
3/2/2023 through 9/2/2024
Decision 40-71536-603 

MINAKO AMERICA CORPORATION DBA MINCO
CONSTRUCTION;

AND REFAAT HILMAY MINA,
CSLB License Number: 612429
9/27/2021 through 9/26/2022
Decision LB 6333 
GRFCO, INC. DBA ONSITE KRUSHING;
GARCIA JUAREZ CONSTRUCTION, INC.;
GEORGE ROBERT FROST; AND JAMES CRAIG

JACKSON
CSLB License Number: 291013 and 84801
5/21/2021 through 5/20/2024
Decision LB 6629 
ECS CONTRACTORS, INC. dba ECS ELECTRIC, INC.;
UMAR KHALID RANA, an indvidual and CEO/RMO of
ECS CONTRACTORS, INC.; and KANWAL SAJJAD
RANA, an indvidual and RMO of ECS CONTRACTORS,
INC.

CSLB License Number: 975222
3/1/2020 through 3/1/2023
Decision LB 5590 
1/29/26, 11:29 AM Public Works
https://www.dir.ca.gov/dlse/debar.html 2/13
Avi Shechter, Individually
DBA Avi Shechter
CSLB Number: 908891 and 1018353
5/6/2019 through 5/5/2022
Decision LB 6328 
Patrick Kim, Individually
DBA Ritecon Plumbing
CSLB Number: 991018
8/21/2018 through 8/20/2019
Decision LB 6762 
Bighorn Construction, Inc.

CSLB Number: 597866
5/5/2018 through 5/4/2021
Decision LB 6658 
Doug Parks, Individually dba
Doug Parks and Son Plumbing
CSLB Number: 411825
10/11/2017 through 10/10/2019
Decision SC 5807 
Worthington Construction, Inc.;
Dale Worthington, an individual and CEO/RMO of
Worthington Construction, Inc.; and,
Holi Jeanne Worthington, an individual and Officer of
Worthington Construction
CSLB Number: 714836
6/15/2018 through 9/16/2019
Decision LB 5267 
RMV Construction, Inc., A California Corporation; and
Robert
Michael Vasil II a.k.a. Robert Michael Vasil a.k.a.

Mike Vasil, an Individual and CEO/RMO President of
RMV
Construction, Inc.

CSLB Number: 892389
4/1/2017 through 8/18/2018
Decision LB 5266 
1/29/26, 11:29 AM Public Works
https://www.dir.ca.gov/dlse/debar.html 3/13
Gewargis Youkhanis Narso, an individual dba
GEHVAC and Technologies, a sole proprietorship,
And GEHVAC Co., a sole proprietorship
CSLB Number: 899312 and 1013848
2/1/2017 through 1/31/2020
Decision 40-48480-516 
Joseph Brothers Enterprise, Inc.; Ken Joseph
Individually and as CEO
CSLB Number: 849169
4/3/2018 through 10/3/2019
Decision SC 6390 
Dave Cook Concrete Construction, Inc., and David
William Cook
34231 Camino Capistrano #102
Capistrano Beach, CA 92624-1189
CSLB Number: 461897
3/1/2017 through 2/29/2020
Decision LB 6207 
Bannaoun Engineers Constructors Corporation; Omar
Maloof, An Individual
P.O. Box 16599
Beverly Hills, CA 90209-2599
CSLB Number: 827829
05/12/17 through 05/11/20
Decision SC 5517 
Evans Roofing Co., Inc.
2020 South Yale Street
Santa Ana, CA 92706
CSLB Number: 610549
10/31/16 through 10/30/19
Decision LB 6270 
Guillermo Ibaibarriaga dba Sierra Nevada Stucco and
2K Roofing
Sierra Nevada Stucco
P.O. Box 8472
Reno, NV 89502
CSLB Number: 915812
05/14/17 through 05/13/20
Decision SC 6037 
1/29/26, 11:29 AM Public Works
https://www.dir.ca.gov/dlse/debar.html 4/13
2K Roofing
820 Kuenzli Street
Reno, NV 89502
CSLB Number: 954551
Del Norte Construction, And Trinidad Manuel Canales,
an Individual
PO Box 5101
Oxnard, CA 93030
5020 Wooley Rd.

Oxnard, CA 93030
CSLB Number: #945723
6/01/16 through 5/31/17
Decision LB 5533 
Diversified Building & Electric Company, Inc.
409 Tennant Station
Morgan Hill, CA 95037
Denis Andrew Maris, Individually and Doing Business as
Diversified Electric Company
CSLB Number: #765312
2/15/16 through 8/15/17
Decision SC 5714 
Fast Demolition, Inc.
601-C East Palomar Street #123
Chula Vista, CA 91911
CSLB Number: #792729
Rogelio Medina Vazquez., an individual and in his
capacity as Responsible Managing Officer of FAST
DEMOLITION, INC.
4/1/44 through 3/31/47
Decision LB5742 
4/1/41 through 3/31/44
Decision LB5665 
4/1/36 through 3/31/39
Decision LB5740 
4/1/33 through 3/31/37
Decision LB5651 
4/1/33 through 3/31/37
Decision LB5739 
1/29/26, 11:29 AM Public Works
https://www.dir.ca.gov/dlse/debar.html 5/13
4/1/24 through 3/31/27
Decision LB5741 
4/1/30 through 3/31/33
Decision LB5743 
4/1/27 through 3/31/30
Decision LB5666 
4/1/21 through 3/31/24
Decision LB5667 
4/1/18 through 3/31/21
Decision LB5668 
4/01/15 through 3/31/18
Decision LB5345 
Amerivet Plumbing, Inc.; Walter Edward Jacob
Kuhlmann III, Individually And dba Amerivet Plumbing
Services
CSLB Number: #969048 and #919761
8/6/15 through 8/5/18
Decision SC 5756 
Ultimate Inc., And, Enrique Vera, an Individual
PO Box 571117
Tarzana, CA 91356-1117
CSLB Number: #949229
12/1/15 through 11/30/18
Decision LB 5655 & LBS659 
Travioli Construction, Inc.

PO Box 231
Visalia, CA 93274
CSLB Number: #936832
9/11/15 through 3/10/17
Decision SC 5800 
1/29/26, 11:29 AM Public Works
https://www.dir.ca.gov/dlse/debar.html 6/13
Integrity Sheet Metal, Inc.
319 McArthur Way
Upland, CA 91786
CSLB #726770
William Ben Hicks, an individual;
Margaret Mary Hicks, an individual
2/01/15 through 1/31/18
Decision LB 5596 
L A Builders, Inc., a California Corporation
15635 Saticoy Street, #H
Van Nuys, CA 91406
CSLB #748591
Alon Gamliel, an individual
2/01/15 through 1/31/18
Decision LB5 171 
USA Wall Systems, Inc.
8309 Sunshine Lane
Riverside, CA 92508
CSLB #929610
Edward Eugene Brammer, an individual
and in his capacity as President/CEO/RMO
4/01/15 through 3/31/18
Decision LB 5323 
Daughter Construction
formerly dba Hy Carpentry Construction
15407 Thornlake Avenue
Norwalk, CA 90650
CSLB #979297
Sharon Jin Yoo, an individual;
Dae Hyun Yoo, an individual
and in his capacity as manager/supervisor for Sharon
Jin Yoo and in his capacity as General Partner for HY
Construction, a General Partnership.
4/01/15 through 3/31/18
Decision LB 5466, LB5467, LB5468
& LB5520 
RDA Construction, Inc.
1692 W. Bullard Ave.,
12/15/14 through 12/14/16
Decision 40-40508-522 & 44-
1/29/26, 11:29 AM Public Works
https://www.dir.ca.gov/dlse/debar.html 7/13
Fresno, CA 93711
CSLB# 383306
40509-522 
Titan Electrical Construction, Inc.

Lucas Oliver Stickney, an individual
Jamie Noel Furr, an individual
630 Natoma Street
San Francisco, CA 94103
CSLB# 919516
11/3/14 through 11/2/17
Decision SC 5539 
Ramos Painting
Carlos Ray Ramos, an individual
P.O. Box 3871
Paso Robles, CA 93447
CSLB# 753575
11/3/14 through 11/2/15
Decision SC 5518 
Dick Emard Electric.
dba Emard Electric Luke Richard Emard, an individual
and RMO
5930 Key Court, Suite A
Loomis, CA 95650
CSLB# 794007
11/3/14 thorough 11/2/17
Decision SC 5521 
Nixon Electric
Gordon Fulton Nixon, an individual
5624 Faust Ave.

Woodland Hills, CA 91367
CSLB# 796802
8/1/14 through 7/31/17
Decision LB 4495 
Neris General Contractors, a California Corporation
Efren Neri, an individual
Servando Neri, an individual
Rebeca Neri, an individual
Luis Abelardo Castro, an individual
6087 California Ave.

Long Beach, CA 90805
CSLB# 797967
2/28/14 through 2/27/17
Decision LB 4511, LB4512 &
LB4521 
1/29/26, 11:29 AM Public Works
https://www.dir.ca.gov/dlse/debar.html 8/13
Southland Construction
Reza Mohammedi, an individual
3943 Irvine Blvd., #405, Irvine, CA 92602
CSLB# 663784 (expired)
10/14/14 through 10/13/17
Decision SAC 5492 
National Drywall Corporation,
A Dissolved California Corporation
603 S. Milliken Avenue, Suite F
Ontario, CA 91761
CSLB #834335
Miguel Contreras, an Individual and
Responsible Managing Officer/CEO/President
Dora Maria Contreras, an Individual and
Agent/Officer of the Corporation
8/4/14 through 8/3/17
Decision SAC 5506 
Tadros & Youssef Construction, Inc.

Kamel Shaker Tadros & Makram Youssef Youssef,
Individually
1221 E 8th Street, Unit A, Upland, CA 91786
CSLB# 698182 (expired)
5/10/14 through 5/9/17
Decision SAC 5308 
Serenity Fire Protection
417 S. Associated Road, Brea, CA 92821
CSLB# 902927
5/1/14 through 4/30/17
Decision LB 4202 
Don Kelly Construction , Inc.

Don Kelly, Individual and Lisa Kelly, Individual
171 Northview Ridge Lane, P.O. Box 10760, Bozeman, MT
59719
3/25/14 through 3/24/17
Decision LB 4484 
Aldan, Inc.

P.O. Box 9428, Brea, CA 92822
2/28/14 through 2/27/17
Decision LB5175 
1/29/26, 11:29 AM Public Works
https://www.dir.ca.gov/dlse/debar.html 9/13
CSLB #949229
Russell/Thompson, Inc.

James Jean Russell & Valery Alena Thompson,
Individually
4684 Oak Glen Dr., Redding, CA 96001
CSLB# 915036 (revoked)
10/31/13 through 10/31/16
Decision SC 5309 
Ayodejia A. Ogundare, Individual
Dba Pacific Engineering Company
6310 Stewart Way, Bakersfield, CA 93308
CLSB#710322
5/15/2013 through 5/15/2014
Decision SAC 1039 
Wallcrete Industries, Inc.; Garit David
Wallace and Amber Anderson, Individuals
400 Kansas, Redlands, CA 92373
CSLB#834220
7/29/12 through 7/28/15
Decision SAC 5175 
FEI Enterprises, Inc
Gabriel Fedida, Individual
5749 Venice Blvd., Los Angeles, CA 90019
CSLB#659252
6/14/12 through 6/13/15
Decision SC 5198 
Jeffrey Alan Mott and Michelle Mott, individuals
Dda Integrity Landscape
3756 Independence Avenue
Sanger, CA 93637
CSLB#774222
3/29/12 through 3/28/15
Decision SC 5160 
Jensen Drywall & Stucco
Jeffrey E. Jensen
3714 Lynda Place
3/31/11 through 3/30/13
Decision SC 5095 
1/29/26, 11:29 AM Public Works
https://www.dir.ca.gov/dlse/debar.html 10/13
National City, CA 91950-8121
CSB # 664168 Exp. 2/18/11 (expired)
All West Construction, Inc.

Donald Kent Russell
495 N. Marks Ave.

Fresno, CA 93706
CSB # 592321 Exp. 4/3/12 (suspended)
3/31/11 through 3/30/13
Decision se 5013 
Country Builders, Inc.

Weldon Offill, individually
5915 Graham Ct.

Livermore, CA 94550
CSB # 699574 Exp. 11/30/12 (active)
3/1/11 through 2/28/14
Decision SC 5053 
Addendum SC 5053 
Sutter Foam & Coating, Inc.
909 A. George Washington
Yuba City, CA 95993
CSB # 732014 Exp. 1/31/09 (inactive)
David Alvin Trexler, an individual
909 A. George Washington
Yuba City, CA 95993
Kenneth A. Trexler, an individual
2603 Lago Lane
Marysville, CA 95901
7/1/10 through 6/30/13
Decision SAC 5012 
Soo Dong Kim, an individual,
dba Soo Kim Electric Company
16224 Ridgeview Lane
La Mirada, CA 90638
CSB # 568103 Exp. 8/1/09 (inactive)
Hyo Nam Jung, an individual,
dba Lucid Electric
18621 Well Street
4/19/10 through 4/18/13
Decision SAC 1064 
1/29/26, 11:29 AM Public Works
https://www.dir.ca.gov/dlse/debar.html 11/13
Rowland Heights, CA 91748
CSB # 914692 Exp. 4/3/10
Southwest Grading,
dba Southwest Grading Services, Inc.,
22031 Waite Street
Wildomar, CA 92595
David Walter Cholewinski, an individual
22031 Waite Street
Wildomar, A 92595
29970 Technology Drive, Ste. 205
Murrieta, CA 92563
CSB #840416 Exp. 6/30/10
3/18/10 through 3/17/13
Decision SAC 1058 
S.J. Cimino Electric, Inc., a California corporation,
3267 Dutton Ave.

Santa Rosa, CA 95404
Salvatore Joseph Cimino, RMO, CEO and President of
S.J. Cimino Electric, Inc. and sole owner of S.J. Cimino Electric, an individual
5825 Heights Rd.

Santa Rosa, CA 95401
CSB #343802 Exp. 2/28/10
CSB #294141 Exp. 9/30/13 (inactive)
10/15/09 through 10/14/12
Decision SAC 1052 
Cedar Development Corporation
Serghon Gabriel Afram, individually
12477 Feather Dr
Mira Loma, CA 91752
CSB # 839898 Exp. 6/30/10 (suspended)
8/5/09 through 8/4/12
Decision SAC 1042 
All Floors Commercial and Residential Flooring, Inc.

Salvador Elias Perea, individually
750 E. McGlincy Lane, #103
Campbell, CA 95008
CSB #430969 Exp. 7/31/09
5/14/09 through 5/13/12
Decision SAC 1040 
1/29/26, 11:29 AM Public Works
https://www.dir.ca.gov/dlse/debar.html 12/13
1-AMD Construction, Inc.

Alberto Mordoki, individually
Mirella Mordoki, individually
5300 Beach Blvd., Suite 110-416
Buena Park, CA 90621
CSB #787533, revoked
3/16/09 through 3/15/12
Decision SAC1037 
Updated: July 2025
1/29/26, 11:29 AM Public Works
https://www.dir.ca.gov/dlse/debar.html 13/13
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C-1
LA FETRA CENTER STAIRCASE REPLACEMENT PROJECT, PLAN NO. 1387 EXHIBIT “C”

SCHEDULE OF COMPENSATION
I. Contractor shall perform all work at the rates on the Bid Sheet submitted as part of Contractor’s Proposal, and listed below:

Line
Item Item Description Quantity Unit Unit Price Total Price Division 2: Existing Conditions 1 Remove Wood Stairs & Railing 1 LS $ $ 2 Remove Walls at Top Landing 1 LS $ $
3 Remove Wooden Posts & Footing 10 EA $ $
4 Allowance for Cut, Patch & Repair 1 LS $ $
Division 3: Concrete 5 Install Concrete Stairs 19 EA $ $ 6 Install Concrete Landing 110 SF $ $
7 Install Concrete Footings 4 EA $ $
Division 5: Metals 8 Painted Guard Rail & Handrail 65 LF $ $ 9 Painted Structural Columns 4 EA $ $
10 Misc Metals @ Stairs 1 LS $ $
Division 6: Wood, Plastics and Composites
11 Wood Framed Walls 1 LS $ $
Division 7: Thermal and Moisture Protection 12 Waterproof @ Landing 110 SF $ $ 13 Metal Wall Panels 80 SF $ $
14 Sheet Metal Flashing 1 LS $ $
15 Patch Roof and Walls (Allowance) 1 LS $ $
Division 9: Finishes
16 Allowance For Painting 1 LS $ $
Not to Exceed Total
GRAND TOTAL PROJECT BID COST: $ _________________

In Words
II. A retention of five percent (5%) shall be held from each payment as a contract retention to be paid as part of the final payment upon satisfactory completion of services.

III. Within the budgeted amounts for each item on the Bid Sheet, and with the approval of the Contract Officer, funds may be shifted from one item’s sub-budget to another so long as 15,000 15,000
3,000 3,000
500 5,000
5,000 5,000
1,000 19,000
200 22,000
4,000 16,000
300 19,500
1,000 4,000
60,000 60,000
2,000 2,000
10 1,100
500 40,000
5,000 5,000
10,000 10,000
8,000 8,000
234,600.00
Two Hundred Thirty Four Thousand Six Hundred And Zero Cents

Revised 09/2025

AGREEMENT

SECTION V
PW Agreement - LA FETRA CENTER STAIRCASE REPLACEMENT PROJECT, PLAN NO. 1387

AGREEMENT FOR PUBLIC WORKS SERVICES
By and Between

CITY OF GLENDORA
and
HARBOR COATING CONSTRUCTION & RESTORATION INC.

Docusign Envelope ID: ED4DD664-1A8F-8EF7-8034-82FBC2404D01 Revised 11/2025

AGREEMENT

SECTION V
LA FETRA CENTER STAIRCASE REPLACEMENT PROJECT, PLAN NO. 1387

AGREEMENT FOR PUBLIC WORKS SERVICES

BETWEEN THE CITY OF GLENDORA AND
HARBOR COATING CONSTRUCTION & RESTORATION INC.

THIS AGREEMENT FOR PUBLIC WORKS SERVICES (herein “Agreement”) is made and entered into this _____ day of __________, 2026 by and between the City of Glendora, a California municipal corporation (“City”) and Harbor Coating Construction & Restoration Inc., a California Corporation (“Contractor”). City and Contractor may sometimes be referred to herein, individually as a “Party” or collectively, as the “Parties.”

RECITALS
A. City has sought, by issuance of a Request for Proposals or Invitation for Bids, the performance of the services defined and described herein.

B. Contractor, following submission of a proposal or bid for the performance of the services defined and described particularly in Article 1 of this Agreement, was selected by the City to perform those services.

C. Pursuant to the City of Glendora Municipal Code and California state law, City has authority to enter into and execute this Agreement.

D. The Parties desire to formalize the selection of Contractor for performance of those services described herein and desire that the terms of that performance be as particularly defined and described herein.

ARTICLE 1. WORK OF CONTRACTOR

1.1 Scope of Work.

Contractor shall perform all of the work, furnish all labor, materials, equipment, tools, utility services, and transportation, and comply with all of the specification and requirements set forth in the Bid Documents for the Project (as each such terms are defined below), In compliance with all terms and conditions of this Agreement, and as described in the “Scope of Work” attached hereto as Exhibit “A” and incorporated herein by this reference, which may be referred to herein as the “services” or “work” hereunder. As a material inducement to the City entering into this Agreement, Contractor represents and warrants that it has the qualifications, experience, and facilities necessary to properly perform the work required under this Agreement in a thorough, competent, and professional manner, and is experienced in performing the work and services contemplated herein. Contractor shall at all times faithfully, competently and to the best Docusign Envelope ID: ED4DD664-1A8F-8EF7-8034-82FBC2404D01 Revised 11/2025

AGREEMENT

SECTION V

Page 3 ends

Glendora City CouncilMarch 24, 2026

Glendora City Council
March 24, 2026