La Quinta City Council
June 17, 2025

CITY COUNCIL AGENDA Page 1 of 9 JUNE 17, 2025

SPECIAL HOUSING AUTHORITY AGENDA JOINT MEETING
AGENDA

JOINT MEETING OF THE CITY COUNCIL

AND HOUSING AUTHORITY

CITY HALL COUNCIL CHAMBER
78495 Calle Tampico, La Quinta
ON TUESDAY, JUNE 17, 2025

REGULAR CITY COUNCIL MEETING
3:00 P.M. CLOSED SESSION | 4:00 P.M. OPEN SESSION
AND SPECIAL HOUSING AUTHORITY MEETING AT 4:00 P.M.

Members of the public may listen to this meeting by tuning-in live via www.laquintaca.gov/livemeetings.

CALL TO ORDER – CITY COUNCIL
ROLL CALL: Councilmembers: Fitzpatrick, McGarrey, Peña, Sanchez, and Mayor Evans

PUBLIC COMMENT ON MATTERS NOT ON THE AGENDA
At this time, members of the public may address the City Council on any matter not listed on the agenda pursuant to the “Public Comments – Instructions” listed at the end of the agenda.

The City Council values your comments; however, in accordance with State law, no action shall be taken on any item not appearing on the agenda unless it is an emergency item authorized by the Brown Act [Government Code § 54954.2(b)].

CONFIRMATION OF AGENDA

CLOSED SESSION

1. CONFERENCE WITH LABOR NEGOTIATORS PURSUANT TO GOVERNMENT CODE SECTION 54957.6; CITY DESIGNATED REPRESENTATIVE: CARLA TRIPLETT, HUMAN RESOURCES DEPUTY DIRECTOR; AND EMPLOYEE ORGANIZATION: LA QUINTA CITY EMPLOYEES’ ASSOCIATION, AND

UNREPRESENTED EMPLOYEES
City Council agendas and staff reports
are available on the City’s
web page: www.LaQuintaCA.gov
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SPECIAL HOUSING AUTHORITY AGENDA JOINT MEETING

2. CONFERENCE WITH LABOR NEGOTIATOR PURSUANT TO GOVERNMENT CODE SECTION 54957.6, CITY DESIGNATED REPRESENTATIVE: BILL IHRKE, CITY ATTORNEY; AND UNREPRESENTED EMPLOYEE – CITY MANAGER

3. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION; PURSUANT TO PARAGRAPH (1) OF SUBDIVISION (d) OF GOVERNMENT CODE SECTION 54956.9;
CASES NAMES AND NUMBERS – MULTIPLE (listed below, all in U.S. Bankruptcy Court, District of Delaware)
CASE NAME: CASE NUMBER
SilverRock Development Company, LLC 24-11647
SilverRock Lifestyle Residences, LLC 24-11648
SilverRock Lodging, LLC 24-11650
SilverRock Luxury Residences, LLC 24-11652
SilverRock Phase I, LLC 24-11654
RGC PA 789, LLC 24-11657

4. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION; PURSUANT TO PARAGRAPH (1) OF SUBDIVISION (d) OF GOVERNMENT CODE SECTION 54956.9;
NAME OF CASE: CITY OF LA QUINTA V. SILVERROCK DEVELOPMENT COMPANY, ET AL. (RIVERSIDE COUNTY SUP. CT. CASE NO. CVPS2404750)

5. CONFERENCE WITH REAL PROPERTY NEGOTIATORS PURSUANT TO GOVERNMENT CODE SECTION 54956.8 FOR PROPERTY LOCATED ON HIGHWAY 111 EAST OF DUNE PALMS (APN 600-020-057)
CITY NEGOTIATOR: JON MCMILLEN, CITY MANAGER
PROPERTY OWNER: CITY OF LA QUINTA
NEGOTIATING PARTIES: SUNRIDGE PROPERTIES; THE PACIFIC COMPANY UNDER NEGOTIATION: PRICE AND TERMS OF PAYMENT

6. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION PURSUANT TO PARAGRAPH (1) OF SUBDIVISION (d) of GOVERNMENT CODE SECTION 54956.9; NAME OF CASE: People ex rel. The City of La Quinta v. Langdon (Coordinated Courts, Desert Judicial Dist., Riverside County, Case No. MIIN2502554-1)

RECESS TO CLOSED SESSION
RECONVENE AT 4:00 P.M.

REPORT ON ACTION(S) TAKEN IN CLOSED SESSION
CALL TO ORDER – HOUSING AUTHORITY
ROLL CALL: Authority Members: Evans, Fitzpatrick, Peña, Sanchez, and Chairperson McGarrey
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CITY COUNCIL AGENDA Page 3 of 9 JUNE 17, 2025

SPECIAL HOUSING AUTHORITY AGENDA JOINT MEETING
PUBLIC COMMENT ON MATTERS NOT ON THE AGENDA – CITY COUNCIL AND

HOUSING AUTHORITY
At this time, members of the public may address the City Council and Housing Authority on any matter not listed on the agenda pursuant to the “Public Comments – Instructions” listed at the end of the agenda. The City Council and Housing Authority values your comments; however, in accordance with State law, no action shall be taken on any item not appearing on the agenda unless it is an emergency item authorized by the Brown Act [Government Code § 54954.2(b)].

ANNOUNCEMENTS, PRESENTATIONS, AND WRITTEN COMMUNICATIONS – CITY COUNCIL

1. SILVERROCK (FORMERLY TALUS) DEVELOPMENT PROJECT – STATUS UPDATE

2. CERTIFICATE OF APPRECIATION FOR OUTGOING FINANCIAL ADVISORY

COMMISSIONER GEORGE BATAVICK

3. INTRODUCE NEW AND PROMOTED CITY STAFF MEMBERS
BUSINESS SESSION – CITY COUNCIL AND HOUSING AUTHORITY
PAGE

1. INTERVIEW AND APPOINT RESIDENTS TO SERVE ON VARIOUS CITY

COMMISSIONS
A. FINANCIAL ADVISORY COMMISSION
B. HOUSING COMMISSION
C. PLANNING COMMISSION
11 14
22 64

2. ADOPT RESOLUTION TO APPROVE FISCAL YEAR 2025/26 LA QUINTA HOUSING AUTHORITY BUDGET [RESOLUTION NO. HA 2025-003]
129
ADJOURNMENT – HOUSING AUTHORITY
CONSENT CALENDAR – CITY COUNCIL
NOTE: Consent Calendar items are routine in nature and can be approved by one motion.

PAGE
143
153
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VERBAL ANNOUNCEMENT – AB 23 [AUTHORITY SECRETARY]
CONFIRMATION OF AGENDA – HOUSING AUTHORITY
PLEDGE OF ALLEGIANCE – CITY COUNCIL AND HOUSING AUTHORITY

1. APPROVE COUNCIL MEETING MINUTES DATED JUNE 3, 2025

2. EXCUSE ABSENCES OF (1) COMMISSIONER BROWER FROM THE JUNE 9, 2025, ARTS AND COMMUNITY SERVICES COMMISSION QUARTERLY
MEETING, AND (2) COMMISSIONER HERNANDEZ FROM THE JUNE 10, 2025,

PLANNING COMMISSION MEETING
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3. AUTHORIZE OVERNIGHT TRAVEL FOR MAYOR, FOUR COUNCILMEMBERS,

CITY MANAGER, DIRECTOR OF BUSINESS UNIT AND HOUSING

DEVELOPMENT, AND FINANCE DIRECTOR TO ATTEND THE LEAGUE OF

CALIFORNIA CITIES ANNUAL CONFERENCE IN LONG BEACH, CALIFORNIA, OCTOBER 8-10, 2025
155

4. AUTHORIZE OVERNIGHT TRAVEL FOR ONE SENIOR MAINTENANCE AND

OPERATIONS WORKER TO ATTEND YEAR ONE OF CALIFORNIA PARKS

AND RECREATION SOCIETY MAINTENANCE MANAGEMENT SCHOOL IN LAKE ARROWHEAD, CALIFORNIA, NOVEMBER 3-7, 2025
157

5. AUTHORIZE OVERNIGHT TRAVEL FOR TWO CITY CLERK DEPARTMENT EMPLOYEES TO ATTEND THE ARMA INTERNATIONAL 2025 ANNUAL

CONFERENCE OF INFORMATION AND RECORDS MANAGEMENT IN IRVINE, CALIFORNIA, JULY 24-25, 2025
159

6. ADOPT ORDINANCE NO. 624 ON SECOND READING UPDATING THE FIRE

HAZARD SEVERITY ZONES PURSUANT TO GOVERNMENT CODE SECTION 51178 AND THE CALIFORNIA FIRE CODE
161

7. ADOPT RESOLUTION TO APPROVE FISCAL YEAR 2025/26 INVESTMENT POLICY [RESOLUTION NO. 2025-014]
169

8. ADOPT RESOLUTIONS TO: (A) APPROVE FISCAL YEAR 2025/26

CLASSIFICATION AND SALARY PLAN/SCHEDULE, AND (B) APPROVE AMENDMENT NO. 3 TO THE MEMORANDUM OF UNDERSTANDING
BETWEEN THE CITY OF LA QUINTA AND THE LA QUINTA CITY EMPLOYEES’ ASSOCIATION [RESOLUTION NOS. 2025-015 AND 2025-016]
205

9. APPROVE SECOND AMENDMENT TO EMPLOYMENT AGREEMENT FOR

THE CITY MANAGER
217

10. APPROVE AGREEMENT FOR CONTRACT SERVICES WITH ST. FRANCIS

ELECTRIC FOR ON-CALL TRAFFIC SIGNAL REPAIR SERVICES
237

11. APPROVE DEMAND REGISTERS DATED MAY 23 AND 30, 2025 269 BUSINESS SESSION – CITY COUNCIL – Continued
PAGE

3. APPROVE SILVERROCK RESORT 2025/26 ANNUAL PLAN 283

4. APPROVE AGREEMENT FOR CONTRACT SERVICES WITH AK JOHNSTON

LLC FOR SPECIAL EVENT AUDIO AND VISUAL SERVICES
311

5. RECEIVE AND FILE ANNUAL COMPREHENSIVE FINANCIAL REPORT FOR YEAR ENDED JUNE 30, 2024
391
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SPECIAL HOUSING AUTHORITY AGENDA JOINT MEETING

6. RECEIVE AND FILE FISCAL YEAR 2024/25 BUDGET UPDATE REPORT AND 583

APPROVE THE RECOMMENDED BUDGET ADJUSTMENTS

7. ADOPT RESOLUTION TO APPROVE FISCAL YEAR 2025/26 BUDGET AND ESTABLISH THE CITY’S APPROPRIATIONS LIMIT [RESOLUTION NO. 2025-017] 591
STUDY SESSION – None
PUBLIC HEARINGS – 5:00 p.m. or thereafter
For all Public Hearings on the agenda, a completed “Request to Speak” form must be filed with the City Clerk prior to consideration of that item; comments are limited to three (3) minutes (approximately 350 words).

Any person may submit written comments to the City Council prior to the public hearing and/or may appear and be heard in support of or opposition to the project(s) at the time of the public hearing. If you challenge a project(s) in court, you may be limited to raising only those issues you or someone else raised at the public hearing or in written correspondence delivered to the City at or prior to the public hearing.

PAGE

1. ADOPT RESOLUTION TO CONFIRM THE ASSESSMENT AND DISTRICT DIAGRAM FOR FISCAL YEAR 2025/26 LANDSCAPE AND LIGHTING
ASSESSMENT DISTRICT 89-1 [RESOLUTION NO. 2025-018]
611

2. ADOPT RESOLUTION TO APPROVE FISCAL YEARS 2025/26 THROUGH 2029/30 CAPITAL IMPROVEMENT PROGRAM [RESOLUTION NO. 2025-019] 637

DEPARTMENTAL REPORTS
PAGE

1. CITY MANAGER

2. CITY ATTORNEY

3. CITY CLERK

4. COMMUNITY SERVICES

5. DESIGN AND DEVELOPMENT

6. FINANCE

7. PUBLIC SAFETY

8. PUBLIC WORKS – EISENHOWER DRIVE ROAD DIET SURVEY RESULTS 649 MAYOR’S AND COUNCIL MEMBERS’ ITEMS

REPORTS AND INFORMATIONAL ITEMS

1. CVAG CONSERVATION COMMISSION (Evans)

2. CVAG ENERGY AND SUSTAINABILITY COMMITTEE (Evans)

3. CVAG EXECUTIVE COMMITTEE (Evans)
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SPECIAL HOUSING AUTHORITY AGENDA JOINT MEETING

4. VISIT GREATER PALM SPRINGS CONVENTION AND VISITORS BUREAU (Evans)

5. LEAGUE OF CALIFORNIA CITIES DELEGATE (Evans)

6. COACHELLA VALLEY WATER DISTRICT JOINT POLICY COMMITTEE (Evans)

7. COACHELLA VALLEY POWER AGENCY JOINT POWERS AGREEMENT (Evans)

8. ECONOMIC DEVELOPMENT SUBCOMMITTEE (Evans & Fitzpatrick)

9. DESERT SANDS UNIFIED SCHOOL DISTRICT COMMITTEE (Evans & Sanchez)

10. DESERT RECREATION DISTRICT COMMITTEE (Fitzpatrick & McGarrey)

11. COACHELLA VALLEY UNIFIED SCHOOL DISTRICT COMMITTEE (Fitzpatrick & Peña)

12. RIVERSIDE COUNTY TRANSPORTATION COMMISSION (Fitzpatrick)

13. CVAG TRANSPORTATION COMMITTEE (Fitzpatrick)

14. COMMUNITY SERVICE GRANT REVIEW COMMITTEE (Evans & Sanchez)

15. COACHELLA VALLEY MOUNTAINS CONSERVANCY (McGarrey)

16. GREATER CV CHAMBER OF COMMERCE INFORMATION EXCHANGE COMMITTEE (Sanchez)

17. LEAGUE OF CALIFORNIA CITIES – ENVIRONMENTAL QUALITY POLICY COMMITTEE (McGarrey)

18. LEAGUE OF CALIFORNIA CITIES – EXECUTIVE COMMITTEE RIVERSIDE COUNTY DIVISION (McGarrey)

19. CANNABIS AD HOC COMMITTEE (Peña & Sanchez)

20. CVAG PUBLIC SAFETY COMMITTEE (Peña)

21. CVAG HOMELESSNESS COMMITTEE (Peña)

22. COACHELLA VALLEY MOSQUITO AND VECTOR CONTROL DISTRICT (Peña)

23. SUNLINE TRANSIT AGENCY (Peña)

24. ART PURCHASE COMMITTEE (Sanchez & McGarrey)

25. CALIFORNIA JOINT POWERS INSURANCE AUTHORITY (Sanchez)

26. CALIFORNIA ASSOCIATION OF LOCAL AGENCY FORMATION COMMISSION (Sanchez)

27. COACHELLA VALLEY ANIMAL CAMPUS COMMISSION (Sanchez)

28. LEAGUE OF CALIFORNIA CITIES – PUBLIC SAFETY COMMITTEE (Sanchez)

29. RIVERSIDE COUNTY AIRPORT LAND USE COMMISSION (Sanchez)

30. RIVERSIDE LOCAL AGENCY FORMATION COMMISSION (Sanchez)

31. SOUTHERN CALIFORNIA ASSOCIATION OF GOVERNMENTS (Sanchez)

32. SOUTHERN CALIFORNIA ASSOCIATION OF GOVERNMENTS REGIONAL COUNCIL (Sanchez)

33. FINANCIAL ADVISORY COMMISSION SPECIAL MEETING MINUTES DATED MARCH 26, 2025
653

34. FINANCIAL ADVISORY COMMISSION QUARTERLY MEETING MINUTES DATED MAY 7, 2025
657

35. ARTS AND COMMUNITY SERVICES COMMISSION QUARTERLY MEETING MINUTES DATED MARCH 10, 2025
661

36. PLANNING COMMISSION MEETING MINUTES DATED MAY 13, 2025 665

37. HOUSING COMMISSION SPECIAL MEETING MINUTES DATED
APRIL 16, 2025
669

ADJOURNMENT
*********************************
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CITY COUNCIL AGENDA Page 7 of 9 JUNE 17, 2025

SPECIAL HOUSING AUTHORITY AGENDA JOINT MEETING
The next regular meeting of the City Council will be held on July 1, 2025, at 4:00 p.m. at the City Hall Council Chamber, 78495 Calle Tampico, La Quinta, CA 92253.

DECLARATION OF POSTING
I, Monika Radeva, City Clerk of the City of La Quinta, do hereby declare that the foregoing Agenda for the La Quinta City Council meeting was posted on the City’s website, near the entrance to the Council Chamber at 78495 Calle Tampico, and the bulletin board at the La Quinta Cove Post Office at 51321 Avenida Bermudas, on June 13, 2025.

DATED: June 13, 2025
MONIKA RADEVA, City Clerk
City of La Quinta, California
Public Notices
 Agenda packet materials are available for public inspection: 1) at the Clerk’s Office at La Quinta City Hall, located at 78495 Calle Tampico, La Quinta, California 92253; and 2) on the City’s website at www.laquintaca.gov/councilagendas, in accordance with the Brown Act [Government Code § 54957.5; AB 2647 (Stats. 2022, Ch. 971)].  The La Quinta City Council Chamber is handicapped accessible. If special equipment is needed for the hearing impaired, please call the City Clerk’s office at (760) 777-7123, 24- hours in advance of the meeting and accommodations will be made.  If background material is to be presented to the City Council during a City Council meeting, please be advised that 15 copies of all documents, exhibits, etc., must be supplied to the City Clerk for distribution. It is requested that this takes place prior to the beginning of the meeting.

PUBLIC COMMENTS - INSTRUCTIONS
Members of the public may address the City Council on any matter listed or not listed on the agenda as follows:

WRITTEN PUBLIC COMMENTS can be provided either in-person during the meeting by submitting 15 copies to the City Clerk, it is requested that this takes place prior to the beginning of the meeting; or can be emailed in advance to [email protected], no later than 12:00 p.m., on the day of the meeting. Written public comments will be distributed to Council, made public, and will be incorporated into the public record of the meeting, but will not be read during the meeting unless, upon the request of the Mayor, a brief summary of public comments is asked to be reported.

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CITY COUNCIL AGENDA Page 8 of 9 JUNE 17, 2025

SPECIAL HOUSING AUTHORITY AGENDA JOINT MEETING
If written public comments are emailed, the email subject line must clearly state “Written Comments” and should include: 1) full name, 2) city of residence, and 3) subject matter.

VERBAL PUBLIC COMMENTS can be provided in-person during the meeting by completing a “Request to Speak” form and submitting it to the City Clerk; it is requested that this takes place prior to the beginning of the meeting. Please limit your comments to three (3) minutes (or approximately 350 words). Members of the public shall be called upon to speak by the Mayor.

In accordance with City Council Resolution No. 2022-027, a one-time additional speaker time donation of three (3) minutes per individual is permitted; please note that the member of the public donating time must: 1) submit this in writing to the City Clerk by completing a “Request to Speak” form noting the name of the person to whom time is being donated to, and 2) be present at the time the speaker provides verbal comments.

Verbal public comments are defined as comments provided in the speakers’ own voice and may not include video or sound recordings of the speaker or of other individuals or entities, unless permitted by the Mayor.

Public speakers may elect to use printed presentation materials to aid their comments; 15 copies of such printed materials shall be provided to the City Clerk to be disseminated to the City Council, made public, and incorporated into the public record of the meeting; it is requested that the printed materials are provided prior to the beginning of the meeting. There shall be no use of Chamber resources and technology to display visual or audible presentations during public comments, unless permitted by the Mayor.

All writings or documents, including but not limited to emails and attachments to emails, submitted to the City regarding any item(s) listed or not listed on this agenda are public records.

All information in such writings and documents is subject to disclosure as being in the public domain and subject to search and review by electronic means, including but not limited to the City’s Internet Web site and any other Internet Web-based platform or other Web-based form of communication. All information in such writings and documents similarly is subject to disclosure pursuant to the California Public Records Act [Government Code § 7920.000 et seq.].

TELECONFERENCE ACCESSIBILITY – INSTRUCTIONS
Teleconference accessibility may be triggered in accordance with AB 2449 (Stats. 2022, Ch. 285), codified in the Brown Act [Government Code § 54953], if a member of the City Council requests to attend and participate in this meeting remotely due to “just cause” or “emergency circumstances,” as defined, and only if the request is approved. In such instances, remote public accessibility and participation will be facilitated via Zoom Webinar as detailed at the end of this Agenda.
*** TELECONFERENCE PROCEDURES***

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CITY COUNCIL AGENDA Page 9 of 9 JUNE 17, 2025

SPECIAL HOUSING AUTHORITY AGENDA JOINT MEETING
Pursuant to Government Code § 54953(f) [AB 2449, Stats. 2022, Ch. 285, Rubio].

Verbal public comments via Teleconference – members of the public may attend and participate in this meeting by teleconference via Zoom and use the “raise your hand” feature when public comments are prompted by the Mayor; the City will facilitate the ability for a member of the public to be audible to the City Council and general public and allow him/her/them to speak on the item(s) requested. Please note – members of the public must unmute themselves when prompted upon being recognized by the Mayor, in order to become audible to the City Council and the public.

Only one person at a time may speak by teleconference and only after being recognized by the Mayor.

ZOOM LINK: https://us06web.zoom.us/j/86171130130
Meeting ID: 861 7113 0130
Or join by phone: (253) 215 – 8782
Written public comments – can be provided in person during the meeting or emailed to the City Clerk’s Office at [email protected] any time prior to the adjournment of the meeting, and will be distributed to the City Council, made public, incorporated into the public record of the meeting, and will not be read during the meeting unless, upon the request of the Mayor, a brief summary of any public comment is asked to be read, to the extent the City Clerk’s Office can accommodate such request.

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City of La Quinta

JOINT CITY COUNCIL/HOUSING AUTHORITY SPECIAL MEETING
DATE: June 17, 2025

STAFF REPORT
AGENDA TITLE: INTERVIEW AND APPOINT RESIDENTS TO SERVE ON VARIOUS

CITY COMMISSIONS

RECOMMENDATION
Make appointments to fill existing and upcoming vacancies on City Commissions.

EXECUTIVE SUMMARY
 The City has established several commissions which require public participation and membership.
 The City advertised the existing and upcoming vacancies on the City website, social media, The Gem magazine, and the Desert Sun newspaper; 16 applications were received (Attachment 1).
 Council and Housing Authority (Authority) will interview and appoint applicants to fill the vacancies by ballot.

FISCAL IMPACT
The following Council/Authority-approved amounts (per member, per meeting attended), pursuant to Resolution No. 2024-013, and established by La Quinta Municipal Code (LQMC) Section 2.80.050 – Compensation, will be included in fiscal year 2025/26 budget:

Financial Advisory Commission $75
Housing Commission $50
Planning Commission $100

BACKGROUND/ANALYSIS
The City has established commissions to facilitate broader participation in City governance, to solicit a broad range of opinions on City issues, and to introduce citizens to the municipal government process.

The City advertised the existing and upcoming vacancies on the City website and social media from March through June 2025; in the April and May issues of The Gem magazine; and the Desert Sun newspaper on April 18, 2025.

BUSINESS SESSION ITEM NO. 1
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The City accepts applications throughout the year and applications are held as pending until a recruitment is conducted. Pending applicants as well as applicants from prior recruitments who were not appointed were notified of existing and upcoming annual vacancies.

Section 2.80.030 of the LQMC– Qualifications of members, in compliance with California Health and Safety Code Section 34290, requires the Housing Commission membership to be comprised of one (1) tenant of the Authority, one (1) tenant who is also 62 years of age, and the remaining three (3) members to be city residents.

Currently, the tenant position who is also 62 years of age is not filled. Due to the lack of tenant applicants during the 2024 annual recruitment, the Housing Commission membership was comprised of one (1) tenant and four (4) resident members, Commissioner Christopherson was appointed as “interim” to avoid having a vacancy on the commission. The current vacancy is for an unexpired term ending June 30, 2027, and occurred in November 2024 when Commissioner Turley resigned due to relocating out of La Quinta and becoming ineligible to continue his service. Of the five (5) applications received, only one (1) candidate meets the tenant and age requirement pursuant to state law.

Due to the dissolution of redevelopment agencies by the state in 2012 and the ongoing economic recession caused by the housing market at that time, affordable housing activity and projects were minimal between 2012 and 2016. This inactivity caused a lack of residents’ interest in serving on the Housing Commission which resulted in 2 long-term vacancies, which were filled in 2017 and coincided with another 2 terms coming to an end. This resulted in the following Housing Commission members’ terms rotation 4:1. To achieve a more balanced terms staggering, the Authority may elect one the following options when appointing a candidate:
(a) An unexpired term ending June 30, 2027, resulting in the current terms staggering of (4:1)
(b) A 1-year term ending June 30, 2026, resulting in terms staggering of (2:2:1), or (c) A full 3-year term ending June 30, 2028, resulting in terms staggering of (3:1:1) A total of 16 applications were received from the residents listed below in alphabetical order.

FINANCIAL ADVISORY COMMISSION – advisory to Council
Applications – 2; Open Seat: 1 vacancy for full 3-year term ending June 30, 2028

1. Bryan Davis 2. Phillip Niblo
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HOUSING COMMISSION – advisory to Authority
Applications – 5; Open Seat: 1 vacancy, tenant and 62-years of age, for an unexpired term ending June 30, 2027

1. Brian Hanrahan

2. Yesenia Hernandez

3. James Lewis (tenant + 62 yrs)

4. Emmanuel Sanchez

5. Jai Singh
PLANNING COMMISSION – advisory to Council
Applications – 9; Open Seat: 1 vacancy for an unexpired term ending June 30, 2027

1. Linda Bohlinger

2. Jason Dafforn

3. Veronica Flores

4. Robert Millar

5. Emmanuel Sanchez

6. Andrew Sincosky

7. Jai Singh

8. John Thekkethala

9. Austin Wasserman

ALTERNATIVES
The Council/Authority may decide to fill some or no vacancies, re-advertise, and set another date for Council/Authority interviews and appointments.

Prepared by:

Approved by:

Attachments:

Amanda Guerrero, Temporary Administrative Technician
Monika Radeva, City Clerk

1. Financial Advisory Commission Applications

2. Housing Commission Applications

3. Planning Commission Applications
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FINANCIAL ADVISORY

COMMISSION
JUNE 17, 2025

APPLICATIONS

1. Bryan Davis

2. Phillip Niblo
ATTACHMENT 114 CLICK HERE to Return to Agenda
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Date: _______________

APPLICATION TO SERVE ON A CITY BOARD,

COMMISSION, OR COMMITTEE
NAME: ________________________________________________________ HOME ADDRESS:

MAILING ADDRESS: ____________________________________________ (IF DIFFERENT THAN HOME ADDRESS)
EMAIL: FAX: ___________________
TELEPHONE: (HOME) __________________ (CELL)
IF EMPLOYED, LIST YOUR EMPLOYER AND POSITION(S) YOU HOLD:
_______________________________________________________________ _______________________________________________________________ BUSINESS ADDRESS:

BUSINESS TELEPHONE: _____________________
LENGTH OF RESIDENCE IN LA QUINTA: ___________________________ ARE YOU REGISTERED TO VOTE IN LA QUINTA: YES ______ NO _____ BOARD / COMMISSION / COMMITTEE APPLYING FOR:
_______________________________________________________________

HAVE YOU EVER ATTENDED A MEETING OF THIS BOARD, COMMISSION, OR COMMITTEE? IF YES, WHEN AND HOW MANY?
_______________________________________________________________ _______________________________________________________________ 18 CLICK HERE to Return to Agenda

CITY OF LA QUINTA BOARD / COMMISSION / COMMITTEE APPLICATION

BIOGRAPHICAL SKETCH, INCLUDING EDUCATION, WORK EXPERIENCE, CIVIC INVOLVEMENT AND OTHER BACKGROUND. PLEASE BE SURE TO

INCLUDE EXPERIENCES RELEVANT TO DUTIES OF THE POSITION YOU SEEK.
_______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ 19 CLICK HERE to Return to Agenda

CITY OF LA QUINTA BOARD / COMMISSION / COMMITTEE APPLICATION

DESCRIBE YOUR KNOWLEDGE OF THE FUNCTIONS, REGULATIONS, AND

PROCEDURES OF THE BOARD, COMMISSION, OR COMMITTEE YOU ARE APPLYING FOR.
_______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________

WHAT SPECIFIC ISSUE OR PROBLEMS FACE THIS BOARD,

COMMISSION, OR COMMITTEE, AND DO YOU HAVE ANY SUGGESTIONS TO ADDRESS THOSE ISSUE OR PROBLEMS?
_______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________

WHAT SPECIFIC ATTITUDES, SKILLS AND/OR EXPERTISE DO YOU

THINK YOU HAVE WOULD ENHANCE THE WORK OF THE BOARD,
COMMISSION, OR COMMITTEE?
_______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________

IN ADDITION TO COMPLETING THE APPLICATION, YOU MAY ATTACH A CURRENT RESUME IF YOU WISH.

PLEASE RETURN THIS APPLICATION
VIA EMAIL, FAX, OR MAIL AS NOTED BELOW:

CITY OF LA QUINTA

CITY CLERK DEPARTMENT
78495 CALLE TAMPICO, LA QUINTA, CA 92253
TELEPHONE: (760) 777 – 7162 | FAX: (760) 777 – 7107
EMAIL: [email protected]

THANK YOU FOR YOUR WILLINGNESS TO SERVE
OUR LOCAL GOVERNMENT!
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I work as a Financial Advisor at FLC Capital Advisors. My primary responsibiliƟes include managing relaƟonships, building investment plans, craŌing financial plans, and tax planning. I have over 8 years of experience as a financial advisor and 9 years working in community banking. In Community Banking I worked at Wells Fargo and Bank of America. As a Financial Advisor I previously worked at Raymond James and Merrill Lynch. I aƩended College of the Desert then transferred to University of Redlands graduaƟng with a bachelor’s degree in business administraƟon with a concentraƟon in accounƟng. I have obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) accreditaƟon from the CerƟfied Financial Planner Board of Standards. I also hold the Series 7 General SecuriƟes RepresentaƟve and Series 66 Uniform Combined State Law ExaminaƟon licenses.

I find great saƟsfacƟon in being able to tell clients they can spend more in reƟrement and advising them on the most tax-efficient sources to draw from. Tax planning excites me! My goal is to provide the most tax efficient ways to give clients reƟrement income they need. I uƟlize my experience in providing wealth management advice and building long-term relaƟonships to assist clients with custom strategies tailored to their needs.

I am a lifelong Coachella Valley resident and sƟll reside in La Quinta. I have a fiancé Deyssi and a young daughter Sofia. I enjoy immersing myself in the community, spending quality Ɵme with my family and working on my house.

I am also a board member for the College of The Desert FoundaƟon & Desert Estate Planning Council. 21 CLICK HERE to Return to Agenda

HOUSING COMMISSION
JUNE 17, 2025

APPLICATIONS

1. Brian Hanrahan

2. Yesenia Hernandez

3. James Lewis

4. Emmanuel Sanchez

5. Jai Singh
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Date: __06/04/2025__

APPLICATION TO SERVE ON A CITY BOARD,

COMMISSION, OR COMMITTEE
NAME: __ James K. Lewis_________________________________________ HOME ADDRESS:_ _______________
MAILING ADDRESS: ____________________________________________ (IF DIFFERENT THAN HOME ADDRESS)
EMAIL: ____ FAX: ___________________
TELEPHONE: (HOME) __________________ (CELL) _____
IF EMPLOYED, LIST YOUR EMPLOYER AND POSITION(S) YOU HOLD:

BUSINESS ADDRESS: ____
BUSINESS TELEPHONE: _________________
LENGTH OF RESIDENCE IN LA QUINTA: _7yrs 8mos__________________ ARE YOU REGISTERED TO VOTE IN LA QUINTA: YES __X___ NO _____ BOARD / COMMISSION / COMMITTEE APPLYING FOR:
_Housing Commission_____________________________________________

HAVE YOU EVER ATTENDED A MEETING OF THIS BOARD, COMMISSION, OR COMMITTEE? IF YES, WHEN AND HOW MANY?
Horizon University, Core Faculty: Organizational Leadership (online courses) Yes. I have attended a number since moving here in the Fall of 2017. However, my Calendar only keeps the past five years: July 2020, June 2021, April 2022, December 2024, and January 2025. I have attended some in person, and some online or recorded, but do not recall which, except December and/or January to speak to an issue.
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BIOGRAPHICAL SKETCH, INCLUDING EDUCATION, WORK EXPERIENCE, CIVIC INVOLVEMENT AND OTHER BACKGROUND. PLEASE BE SURE TO

INCLUDE EXPERIENCES RELEVANT TO DUTIES OF THE POSITION YOU SEEK.

I’m married for 47 Years to Leslie. We have 4 adult children and two adopted grandsons.

Leslie taught elementary school with Desert Sands School District for 10 years and 10 years with Palos Verdes School District. She has a M.A. in Integrating Arts in Education.

She is retired but enjoys being substitute with DSUSD. I earned a graduate level Certificate in Nonprofit Organization Management from UC Riverside, Palm Desert Extension, and an M.A. in Global Leadership from Fuller Theological Seminary. As I live in and have served on the Board of Watercolors at La Quinta HOA Board, I have Certificates in HOA Board Leadership Development and CA CID HOA Law Course from the Community Associations Institute.

After serving in leadership roles of numerous nonprofit ministries for over 40 years, which includes: two churches, a camp, overseas technical support missionary service, two Rescue Missions, and consulting nonprofits, I'm now working through my "fourth quarter" goal of transferring my education and experience to others who may become our future leaders in ministry, companies, civil service, and in our communities.

I have a lengthy history of community involvement, as no organization exists in a vacuum—at least not very long. Limiting to relevant Community Service:

HOA Board President, Treasurer; Several Nonprofit Boards; LB Homeless Coalition; LB Central Project Area Committee; LB Chamber of Commerce, Government Affairs Committee; Long Beach Leadership Prayer Breakfast, Chairman/Emcee; La Quinta and LB Citizen Emergency Response Team (CERT); Leadership Long Beach, LBNP Executive Director Roundtable; Leadership Coachella Valley, Board Chairman-elect; City of Palm Desert Technology Committee, Chairman; City of Palm Desert City General Plan Advisory Committee; Riverside County 2-1-1 Steering Committee, Founder & Chairman; Riverside County Homeless Coalition, Director Region D; Palm Desert Chamber of Commerce Legislative Action Committee, Chairman; Member of Palm Springs, Palm Desert, La Quinta, Indio & Coachella Chambers; Palm Desert Rotary, President-elect, Community Service Director, Scholarship Committee.

DESCRIBE YOUR KNOWLEDGE OF THE FUNCTIONS, REGULATIONS, AND

PROCEDURES OF THE BOARD, COMMISSION, OR COMMITTEE YOU ARE APPLYING FOR.

As I have previously served on city committees and boards, our highest duty is equitable representation of our constituents, without bias, or favoritism, not coming to issues with a personal agenda. The basic rules of order for commissions, often based on Robert's Rules of Order, focus on maintaining order, fairness, and efficient decision-making.

Speaking in general terms, La Quinta’s Housing Commission hears and reviews issues, making recommendations to the Housing Authority. Some understanding of relevant state and federal laws, ensuring fair housing practices, meeting the City’s housing needs (and in mind of our part in the regional housing needs). It is my hope that our 30 CLICK HERE to Return to Agenda
efforts protect existing, and makes housing available to all income levels and that housing discrimination is prohibited.

WHAT SPECIFIC ISSUES OR PROBLEMS FACE THIS BOARD,

COMMISSION, OR COMMITTEE, AND DO YOU HAVE ANY SUGGESTIONS TO ADDRESS THOSE ISSUES OR PROBLEMS?
I’m not yet clear exactly how this might happen, but others have shared that homes or the subsidy for buyers have been affected by foreclosure or bankruptcy. Also, the 45- year term will cause issues ends the subsidy (while the limited-income is kept in place, while losing the down payment subsidy?) Could the City create a fund to reinstate a property to keep them in our inventory?
I am unsure if there remains an annual certification of primary ownership and insurance.

It seems that the letters for this are not being sent, and some state that they don’t return them. Is there a periodic auditing of the independent contractor certifying restrictions?

WHAT SPECIFIC ATTITUDES, SKILLS AND/OR EXPERTISE DO YOU

THINK YOU HAVE WHICH WOULD ENHANCE THE WORK OF THE BOARD, COMMISSION, OR COMMITTEE?
Having gone through applying for funds to build or rehab properties for affordable housing and homeless shelters, I have knowledge of leveraging funding through various means.

I have led boards in various positions, taken courses (and given workshops on) board leadership, and nonprofit and corporate law. In my nonprofit CEO positions I’ve been under the board’s leadership and have assisted the board in keeping the meeting moving.

I was the CEO with a board when I had to vigorously call to attention a wrong course of action by the chair that was significantly changing for property that a donor had independently raised all the funds to purchase and put the organization at risk of losing the donor and the funds; I resigned soon after, as integrity is a primary ethic to me.

Thank you for your consideration,
Jim Lewis
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IN ADDITION TO COMPLETING THE APPLICATION, YOU MAY ATTACH A CURRENT RESUME IF YOU WISH.

PLEASE RETURN THIS APPLICATION
VIA EMAIL, FAX, OR MAIL AS NOTED BELOW:

CITY OF LA QUINTA

CITY CLERK DEPARTMENT
78495 CALLE TAMPICO, LA QUINTA, CA 92253
TELEPHONE: (760) 777 – 7123 | FAX: (760) 777 – 7107
EMAIL: [email protected]

THANK YOU FOR YOUR WILLINGNESS TO SERVE OUR
LOCAL GOVERNMENT!
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JAMES K. LEWIS

NONPROFIT EXECUTIVE
Successful executive in the nonprofit sector with 25 years of experience in C-level management, fundraising, program development, team-building, financial administration, facilities, retail, board leadership, strategic planning, consulting, and teaching. As a visionary leader, I desire to use my skills in organizational dynamics, developing collaborative solutions, and assisting organizations to higher levels of professional operations, programs, and measurable outcomes, and to teach the next generation of leaders of organizations.

WORK EXPERIENCE

HORIZON UNIVERSITY, INDIANAPOLIS, IN, ONLINE CORE FACULTY

CHARIS NONPROFIT MANAGEMENT & CONSULTING, LA QUINTA, CA, FOUNDER/PRESIDENT

LONG BEACH RESCUE MISSION & FOUNDATION, LONG BEACH, CA, PRESIDENT & CEO

COACHELLA VALLEY RESCUE MISSION, INDIO, CA, EXECUTIVE DIRECTOR/CEO

THOUSAND TRAILS PALM DESERT & IDYLLWILD, CA, GENERAL MANAGER

HITRAK COMMUNICATIONS, THOUSAND PALMS, CA, OWNER

FAMILY LIFE CHURCH & FIXIT SERVICES, PALM DESERT, CA, ADMINISTRATOR

WYCLIFFE BIBLE TRANSLATORS, PHILIPPINES, COMMUNICATIONS MANAGER

HONEY ROCK CAMP, WHEATON COLLEGE, THREE LAKES, WI, TRANSPORTATION DIRECTOR

CALVARY CHAPEL SAN DIEGO, CA, NORTH PARK THEATER FACILITIES & SOUND/LIGHTING/TAPING U.S. NAVY, NTC SAN DIEGO, CA, BASIC TRAINING, BASIC ELECTRONICS, INTERIOR COMMUNICATIONS HORIZON UNIVERSITY 12/2019 – PRESENT

CORE FACULTY
Design curriculum using the Populi platform, Facilitate online instruction for undergraduate courses in Organizational Leadership. Maximize interaction with students and peer to peer discussions. Correct papers, exams, grading, and finalizing courses. Currently designing a degree focus in Nonprofit Organizational Management, teaching a single course per semester.

CHARIS NONPROFIT MANAGEMENT & CONSULTING 01/2013 – 12/2023

FOUNDER/PRESIDENT
Come alongside of nonprofit organizations providing analysis and consulting involving executive management, staff-CEO-Board relationships, fund development, strategic planning, facility and liability issues, media and community relations. Assisted staff and board to fully understand how to stabilize, sustain and appropriately expand programs and services. Interim position as CEO, Development Officer, Operations Director, and provided consultation to Citygate Network Members in the Pacific Region.

Long Beach Rescue Mission & Foundation 08/2006 – 01/2013 CEO/Head Chaplain
Revitalized LBRM from fiscal atrophy and community disconnection, by rebuilding the trust of donors, bringing stability and positive community recognition, and increasing desirability of involvement and investment in the work and ministry to those we served. Established the vision of missional service ensuring services do not enable the status quo, but ultimately provide for reconciliation through the transformation and empowerment of the individual and community.

Coachella Valley Rescue Mission 06/2002 – 06/2006
Executive Director/Lead Chaplain
Revitalized an anemic organization reeling from embezzlement by a former Executive Director. Rebuilt the trust of donors bringing internal and external stability and positive recognition, and increased the desirability of donors to invest in the work and ministry of the only emergency walk-in shelter in the Coachella Valley. Outcomes were very similar to LBRM.
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EDUCATION & TRAINING
Master of Arts in Global Leadership, GPA 3.76, 2011
School of Intercultural Studies, Fuller Theological Seminary, Pasadena, CA Nonprofit Organization Management, 2006
UC Riverside Extension, Riverside, CA (Graduate Certificate) Townsend Institute for International Relations & Management Development, 1990 & 1996 Summer Institute of Linguistics, Dallas, TX
Intercultural Communication Course for Pre-Field Assignment, 1990 Wycliffe & Jungle Aviation and Radio Service, Waxhaw, NC Moody Aviation, Elizabethton, TN, 1989
FAA Airframe General Mechanic/Avionics Certification for JAARS assignment College of the Desert, Palm Desert, CA, 1999
General Education requirements
Mesa Community College, San Diego, CA, 1973 – 1974
Business Mid-management and Industrial Technology

CERTIFICATIONS
CIA-CV HOA Board Leadership 2018
CAI Common Interest Development Law, 2019
Certified Fund Raising Executive® #53142 2011-2022
Credentialed Christian Nonprofit Leader® 2006-2013
Christian Leadership Alliance & Azusa Pacific University CBEST Written Examination 2005
FAA Mechanic/Airframe Certificate 1990

PROFESSIONAL & COMMUNITY ACTIVITY
Speaking/Presentations
 Chairman and Emcee: Greater Long Beach Leadership Prayer Breakfast 2007-2012  Workshop Presenter: Considerations for a Nonprofit Merger, CLA 2012  Workshop Presenter: Organization Lifecycle Analysis, Brewer Direct Seminar 2012 & CLA 2013  Organizational Representative and Speaker: MAF, WBT, CVRM, LBRM 1990-2012 Publications
 “The Critical Shift: Ministry Collaboration is More Vital Than Ever.” Outcomes Journal (Christian Leadership Alliance) 36, no. 2 (2012): 36-39. Also in Citygate Instigate Journal  “Leverage Point: Change Your Organization by Building Your People.” Outcomes Journal (Christian Leadership Alliance) 37, no 3 (2013): 30-34. Also in Citygate Instigate Journal  Christian Examiner: Editorial Commentary 2011-2012
 Long Beach Register & Desert Sun: Guest Columnist 2002-2024 Thesis & Project Papers (Partial Sampling)
 Orientation to Theological Studies: Indigenization and the Development of Contextual Theologies  Reclaiming Missional Service: with a View of Rescue Missions  Organizational Dynamics: Lifecycle Analysis & Considerations for a Nonprofit Merger Strengths (from Gallup, Strengths Finder)
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Certifications & Awards Received
 1st Place & Best of Show, AGRM Media Innovation Awards-Perspectus 2010  Alfred P. Sloan Award for Business Excellence in Workplace Flexibility 2008 & 2010  Certified Best Christian Workplace Award 2009
 Chaplain Fellowship Ministries, Ordained Senior Chaplain 2006  Jefferson Award for Community Service nominee, Coachella Valley 2006  Excellence in Leadership nominee, CA Association of Nonprofits 2005  Inspiration Award - Rotary Club of Malaybalay, Philippines 1995 Past Community Involvements (Partial, Long Beach & Coachella Valley) HOA Board President, Treasurer; Several Nonprofit Boards; Leadership Coach, Masters Program; LB Gang Reduction, Intervention, Prevention Taskforce; LB Homeless Coalition; LB Rotary; LB Central Project Area Committee; One Day Christmas Store for Disadvantaged Families; LB Chamber of Commerce, Government Affairs Committee; Long Beach Leadership Prayer Breakfast, Chairman/Emcee; LB Police Foundation; LB Citizen Emergency Response Team (CERT); Leadership Long Beach, Day Chair Instructor; LBNP Executive Director Roundtable; LB Police Academy, Community Forum Speaker; Leadership Coachella Valley, Board Chairman-elect; City of Palm Desert Technology Committee, Chairman; City of Palm Desert City General Plan Advisory Committee; Coachella Valley Community Prayer Breakfast Committee; Riverside County 2-1- 1 Steering Committee, Founder & Chairman; Riverside County Homeless Coalition, Director Region D; Palm Desert Chamber of Commerce Legislative Action Committee, Chairman; Member of Palm Springs, Palm Desert, La Quinta, Indio & Coachella Chambers; Palm Desert Rotary, President-elect, Community Service Director, Scholarship Committee
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Date: 6 / 7 / 2025

APPLICATION TO SERVE ON A CITY BOARD,

COMMISSION, OR COMMITTEE
NAME:

HOME ADDRESS:

MAILING ADDRESS: ____________________________________________ (IF DIFFERENT THAN HOME ADDRESS)
EMAIL: ____ FAX:

TELEPHONE: (HOME) ____ (CELL) _________________
IF EMPLOYED, LIST YOUR EMPLOYER AND POSITION(S) YOU HOLD:

BUSINESS ADDRESS:

BUSINESS TELEPHONE:

LENGTH OF RESIDENCE IN LA QUINTA:

ARE YOU REGISTERED TO VOTE IN LA QUINTA: YES ______ NO _____ BOARD / COMMISSION / COMMITTEE APPLYING FOR:

HAVE YOU EVER ATTENDED A MEETING OF THIS BOARD, COMMISSION, OR COMMITTEE? IF YES, WHEN AND HOW MANY?
Emmanuel Sanchez
10 Beautiful Years
X
Planning Commission I Housing Commission
Yes, I’ve watched approximately five Planning Commission meetings online. I also planned to attend two meetings in person, but they were unfortunately canceled. Watching these sessions has given me insight into how the Commission evaluates proposals and maintains the city's development standards. I’m looking forward to attending future meetings in person to continue learning and staying engaged with local planning efforts. 36 CLICK HERE to Return to Agenda

CITY OF LA QUINTA BOARD / COMMISSION / COMMITTEE APPLICATION

BIOGRAPHICAL SKETCH, INCLUDING EDUCATION, WORK EXPERIENCE, CIVIC INVOLVEMENT AND OTHER BACKGROUND. PLEASE BE SURE TO

INCLUDE EXPERIENCES RELEVANT TO DUTIES OF THE POSITION YOU SEEK.

Born in Guanajuato, Mexico, my family moved to the Coachella Valley, where I graduated from La Quinta High School with a 4.3 GPA. My extensive involvement in the school's band program, including marching, symphonic, and jazz ensembles, provided me with memorable experience performing at numerous city events. I have also been an active member of St. Francis of Assisi Church in La Quinta for many years, serving as a Eucharistic Minister, Master of Ceremony, and at times delivering the Holy Communion to the sick.

My Bachelor’s degree in Architecture from California Baptist University equipped me with a strong understanding of zoning regulations, site limitations, safety, and accessibility are essential principles in urban planning. Academic projects in I have designed in Riverside, such as designing public pavilions and a library, of which required me to consider the community’s needs and the impact of design on the surrounding environment.

To fund my education, I worked in several roles, including solar sales, shift managers, laboror, and bartending. These experiences developed my leadership, communication, and problem-solving skills, as well as my ability to understand and address the needs of diverse populations. Specifically, my sales experience emphasized listening and empathy, while shift management strengthened my ability to lead teams and manage operations effectively.

Returning to the Coachella Valley, I contributed to the Cotino project, gaining practical experience in local development. Recognizing the importance of community connection, I am passionate about creating more social hubs in La Quinta, particularly for our newer generations. I believe my architectural training and diverse experiences will enable me to contribute meaningfully to the Planning Commission, ensuring that La Quinta’s development prioritizes both functionality and community well-being.
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CITY OF LA QUINTA BOARD / COMMISSION / COMMITTEE APPLICATION

DESCRIBE YOUR KNOWLEDGE OF THE FUNCTIONS, REGULATIONS, AND

PROCEDURES OF THE BOARD, COMMISSION, OR COMMITTEE YOU ARE APPLYING FOR.

WHAT SPECIFIC ISSUES OR PROBLEMS FACE THIS BOARD,

COMMISSION, OR COMMITTEE, AND DO YOU HAVE ANY SUGGESTIONS TO ADDRESS THOSE ISSUES OR PROBLEMS?

WHAT SPECIFIC ATTITUDES, SKILLS AND/OR EXPERTISE DO YOU

THINK YOU HAVE THAT WOULD ENHANCE THE WORK OF THE BOARD, COMMISSION, OR COMMITTEE?

IN ADDITION TO COMPLETING THE APPLICATION, YOU MAY ATTACH A CURRENT RESUME IF YOU WISH.

PLEASE RETURN THIS APPLICATION
VIA EMAIL, FAX, OR MAIL AS NOTED BELOW:

CITY OF LA QUINTA

CITY CLERK DEPARTMENT
78495 CALLE TAMPICO, LA QUINTA, CA 92253
TELEPHONE: (760) 777 – 7162 | FAX: (760) 777 – 7107
EMAIL: [email protected]

THANK YOU FOR YOUR WILLINGNESS TO SERVE
OUR LOCAL GOVERNMENT!
The Planning Commission advises the City Council on land use decisions, including reviewing development applications, zoning changes, and ensuring projects align with La Quinta’s General Plan and zoning ordinances. I understand that the Commission follows a structured process, meets twice a month, and plays a key role in reviewing design proposals and maintaining responsible community growth. With my background in architecture, I hope to contribute informed and thoughtful insight to that process.

With a degree in architecture, I’ve developed skills in reading and interpreting zoning codes, ordinances, and design standards. I’m experienced in modeling city-wide concepts, researching site and planning data, and considering how individual developments impact a community. While I’m still learning how these regulations play out in practice, I approach problems with long-term thinking; considering effectiveness, intent, and public impact. My technical abilities, paired with a genuine desire to serve, would help me contribute a fresh and thoughtful perspective to the commission.

From following Planning Commission meetings, I’ve noticed that they frequently address complex issues related to development projects, such as determining parking requirements for new structures. I also recall discussions about environmental concerns, like the need to drain the La Quinta park lake for maintenance while considering the relocation of wildlife and proper water disposal. These examples highlight the Commission’s role in balancing growth with community and environmental needs. I believe addressing these issues with a strong focus on sustainable solutions and community input can help improve outcomes. 38 CLICK HERE to Return to Agenda
Dear Members of the Planning Commission,
I am writing to express my sincere interest in serving on the City of La Quinta Planning/Housing Committee. As a recent graduate of California Baptist University with a Bachelor’s degree in Architecture, I have developed a deep appreciation for how thoughtful city planning and design can positively influence communities and improve quality of life for residents.

While I may not have direct professional experience in city planning, my academic background has equipped me with a broad understanding of urban development principles, the impact of design on people’s daily lives, and the importance of planning with the greater good in mind. I am passionate about contributing to the growth and wellbeing of La Quinta by applying this perspective in a collaborative and respectful way.

I am committed to learning, working diligently, and serving my community humbly. I bring a mindset focused on cooperation and open communication, avoiding politics or personal agendas. My goal is simply to support thoughtful planning decisions that benefit all residents and foster a thriving city.

Thank you for considering my application. I would be honored to have the opportunity to contribute to La Quinta’s continued success and development.

Warm regards,
TO:

City of La Quinta
Planning Commission / Housing Committee
8 June, 2025
BA. Architecture
Emmanuel Sanchez
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Work Experience
As well as the standard tasks expected of a bartender at El Torito, I also was tasked with the regularly assistance in ;
-weekly inventory reports and organization.
- positions such as Waiter, Cocktail server, barback, and busser.

BARTENDER
Main task was to receive material and sort for individual customer orders, and help load material, as well as to display material for showroom. Learned skills from
- operating propane forlift to help customers load tile and slabs. - inventory and knowledge of materials +products sold in Arizona Tile. - properly and safely packaging material for transportaion.

WAREHOUSE MEMBER
Organized shift roles, and responsibilities, while supervising all operations, maintaining proper knowledge of procedures and standards.
- Managed daily reports, weekly deposits and coin orders . - Responsible for daily and weely inventory counts, deliveries .

SHIFT LEAD/ MANAGER
Personal Training, Workouts, Diets
Landscaping, Backyard remodeling
experience
Math: Tutoring, mathematical theories
and practical applications
Freehand sketching

INTERESTS
SKILLS

EDUCATION
CALIFORNIA BAPTIST 2025
Riverside, CA
LA QUINTA HIGH 2020
La Quinta, CA 4.3 GPA
BA. Architecture

COMPUTER MODELING PROGRAMS

FLUENT IN SPANISH

GRAPHIC DESIGN PROGRAMS

RENDERING PROGRAMS
Twinmotion Enscape
Revit
Sketchup
AutoCAD
Rhino
2025 FRAMING CREW LABORER

SOLAR SALES REPRESENTATIVE
-Learned fundamentals of solar energy systems and sales strategies -Conducted outreach and developed communication skills
-Assisted with site prep, removing supports, and cleanup for framing crew
-Maintained safety protocols and helped organize materials La Quinta, CA
Rancho Mirage, CA
San Bernardino, CA
Palm Desert, CA
Riverside, CA
Indio, CA Riverside, CA
Motivated and hardworking professional with hands-on experience in customer service, construction, and logistics. Skilled at learning quickly, adapting to different roles, and working with both teams and customers. Passionate about community service and long-term goals in housing, remodeling, and city development.

COMMUNITY INVOLVEMENT St. Francis of Assisi
La Quinta, CA
Cotino Project
El Torito
Arizona Tile
Sunrun
Carls. Jr
-Eucharistic Minister: Delivered communion to the sick and homebound -Altar Server & Master of Ceremonies: Supported and led liturgical services 2023
2025
2022
2023
2021
2022
2020
2023
Architecture Graduate

EMMANUEL SANCHEZ
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Emmanuel Sanchez

ARCHITECTURAL PORTFOLIO
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My name is Emmanuel, a first-generation student from Irapuato, Guanajuato, and a recent graduate with a Bachelor of Arts in Architecture from California Baptist University. My path has been shaped by resilience, curiosity, and a sincere desire to help others realize the spaces they truly need and imagine.

What draws me to architecture isn’t just the act of designing it’s the ability to listen, interpret, and translate people’s needs into something physical and lasting. I find fulfillment in working with others to clarify their ideas, often helping them understand what they want before they know how to express it.

In school, I explored design thinking, theory, and digital craft, communicating ideas through diagrams, models, and rendered visuals using Revit, AutoCAD, SketchUp, Rhino, Photoshop, Illustrator, and InDesign.

Outside of architecture, A variety of jobs such as bartending has taught me how to stay composed under pressure, connect with people quickly, and understand unspoken needs, skills I carry into every collaborative process. My time at Arizona Tile also gave me direct exposure to the materials, logistics, and physicality of construction, grounding my perspective in both detail and execution.

To me, architecture is a form of service — a chance to contribute something useful, thoughtful, and lasting to others. I hope to be part of work that is as intentional as it is impactful.

Thank you for taking the time to view my portfolio. I’d love the chance to help build what’s next — together.

Best,

ABOUT ME
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BIOGRAPHICAL SKETCH, INCLUDING EDUCATION, WORK EXPERIENCE, CIVIC INVOLVEMENT AND OTHER BACKGROUND. PLEASE BE SURE TO INCLUDE EXPERIENCES RELEVANT TO DUTIES OF THE POSITION YOU SEEK.

I bring a diverse background in real estate development, business operations, and civic involvement, with experience that aligns closely with the responsibilities of the Housing and Planning Board.

From 2018 to 2020, I was actively involved in the inner-city redevelopment of Calgary, Alberta, where I led the acquisition, design, and construction of duplex properties. These projects required hands-on coordination with city planners, architects, and contractors to ensure compliance with zoning regulations and community guidelines. I gained firsthand experience in infill development, site planning, and navigating municipal permitting processes and skills that directly translate to the work of this board.

Professionally, I have spent over a decade in business leadership roles, including owning and operating multi-unit franchise locations in the quick-service restaurant sector. This has provided me with a strong foundation in budgeting, long-term planning, and community engagement. I’ve also spearheaded several startup ventures in the food and beverage industry, including launching a plant-based beverage brand that emphasizes sustainable packaging and ethical sourcing.

Since relocating to La Quinta, I’ve taken a strong interest in contributing to thoughtful urban development that balances growth with livability. My experience in both Canadian and U.S. markets gives me a unique, cross-border perspective on housing trends, zoning challenges, and the importance of preserving community character while accommodating responsible expansion.

I am committed to supporting the City of La Quinta in planning for a vibrant, inclusive, and sustainable future, and I welcome the opportunity to bring my development and business experience to the Housing and Planning Board.

DESCRIBE YOUR KNOWLEDGE OF THE FUNCTIONS, REGULATIONS, ANDPROCEDURES OF THE BOARD, COMMISSION, OR COMMITTEE YOU ARE APPLYING FOR.

I understand that the Housing and Planning Board advises on land use, zoning, and development to ensure projects align with La Quinta’s General Plan and community goals. The Board reviews permits, subdivisions, and conducts public hearings. My experience with urban infill and working with planning departments has given me practical insight into these processes.

WHAT SPECIFIC ISSUES OR PROBLEMS FACE THIS BOARD, COMMISSION, OR COMMITTEE, AND DO YOU HAVE ANY SUGGESTIONS TO ADDRESS THOSE ISSUES OR PROBLEMS? One key issue facing the Board is how to attract and retain younger families in La Quinta. As a new parent, I’ve become more aware of school zoning challenges and the need for more family-friendly, affordable housing options. To support long-term growth, I believe we should prioritize walkable, mixed-use neighborhoods that appeal to young adults offering access to schools, coffee shops, and local attractions. Emphasizing sustainability, thoughtful density, and affordability can help position La Quinta as a vibrant, livable city for the next generation.
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WHAT SPECIFIC ATTITUDES, SKILLS AND/OR EXPERTISE DO YOU THINK YOU HAVE THAT WOULD ENHANCE THE WORK OF THE BOARD, COMMISSION, OR COMMITTEE? I bring a practical background in urban infill development, small business ownership, and long-term planning. My experience coordinating with city planners, managing budgets, and working with diverse stakeholders has strengthened my problem-solving and collaboration skills. As both a developer and a new parent, I offer a balanced perspective that values smart growth, community needs, and future-focused planning—qualities that can support the Board’s work in shaping La Quinta’s development. 61 CLICK HERE to Return to Agenda

JAI SINGH
___________________________________________________________________________________ Summary
A driven and strategic multi-unit franchisee with a proven track record of success in business development, sales, and operations. Renowned for building and scaling businesses, optimizing performance, and driving sustained profitability. Expertise includes:
❑ Multi-Unit Franchise Leadership
❑ P&L Management & Financial Strategy
❑ Team Development & Coaching
❑ Operational Excellence & Process Optimization
❑ AI & Data-Driven Business Innovation
❑ Customer Experience & Brand Growth
❑ Marketing Strategy & Revenue Generation
❑ Vendor & Supplier Negotiations
Work Experience
Infinitas Holdings Inc. - Owner Calgary, AB 2011 - Present ❑ 14 years of multi-unit franchisee leadership within Mucho Burrito franchise system, a leading modern Mexican QSR brand demonstrating a proven track record of operational excellence, revenue growth, and team leadership across multiple locations.
❑ Spearheaded leadership and development of high-performing teams across multiple Mucho Burrito franchise locations, overseeing 30+ staff while cultivating a culture of accountability, efficiency, and continuous growth - driving strong employee retention, peak operational performance, and sustained revenue growth.
❑ Awarded "Rookie Franchisee of the Year" in my first year of business, recognized as the top-performing new franchisee across the entire system for outstanding leadership, operational excellence, and rapid business growth. ❑ Served as an Advisory Board Member (2012–2015), representing Southern Alberta Mucho Burrito locations, providing strategic insights, operational recommendations, and leadership to support franchise growth and system-wide improvements.
❑ Expanded revenue streams by building a thriving catering and online ordering business, while also developing a successful school fun lunch program that provided convenient meal options for students and generated additional funding for schools through a revenue-sharing model.
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Jai Singh

❑ Leveraged strong analytical skills in P&L management and financial reporting by developing custom Excel models that empowered store general managers to track and optimize unit economics, resulting in better cost control, improved decision-making, and increased overall profitability.
❑ Consistently drove operational excellence by ensuring strict compliance with company standards, health and safety regulations, and local policies resulting in multiple internal audit awards for operational excellence and cleanliness.

Maintained high-performing, well-run locations that set the benchmark for quality, safety, and efficiency within the franchise system.
❑ Leveraged AI-driven insights to optimize labor, customer behavior, and in-store operations, improving efficiency and profitability.

Nexen Inc. - Inside Sales Coordinator Calgary, AB 2008 - 2010 ❑ Assisted Energy Marketers with the procurement of natural gas & electricity within Western Canada for large commercial & industrial markets. ❑ Requested, loaded, and profiled customer data for energy marketers & agents. ❑ Developed marketing initiatives required to successfully attract and retain customers such as online marketing campaigns and website development. ❑ Worked closely with core management teams from legal, credit, sales, trading, and risk departments to ensure proper documentation of customer information. ❑ Profiled 30,000 data sites, recommended products to 400 participants, and created 223 contracts for the successful renewal of the Alberta Urban Municipalities Association (AUMA).
❑ Created discount models to payout and terminate various consultants. ❑ Received the 2009 employee recognition award for outstanding contribution.

Wells Fargo – Teller & Loan Service Specialist Phoenix, AZ 2006 – 2007 ❑ Efficiently processed customer requests from deposits through to transfers for numerous clients.
❑ Operated teller terminal and accurately recorded amounts received and prepared report of transactions.
❑ Exceeded all sale targets in rookie quarter, followed by top seller for the following three consecutive quarters.
❑ Achieved gold customer satisfaction results as reported by third party survey company.
❑ Promoted within the first year to Loan Servicing Specialist.

Education
Bachelor of Science in International Business (3.5/4.0 GPA) 2004 – 2008 Western International University - Phoenix, AZ
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PLANNING COMMISSION
JUNE 17, 2025

APPLICATIONS

1. Linda Bohlinger

2. Jason Dafforn

3. Veronica Flores

4. Robert Millar

5. Emmanuel Sanchez

6. Andrew Sincosky

7. Jai Singh

8. John Thekkethala

9. Austin Wasserman
ATTACHMENT 364 CLICK HERE to Return to Agenda
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b

BOHLINGER

CONSULTING, LLC

LINDA BOHLINGER, MANAGING PRINCIPAL
Linda Bohlinger has more than 45 years’ experience in
the public transportation industry and is nationally
recognized for her project development, funding and
policy expertise. She provides a variety of services,
including funding strategy plans for major public
transportation infrastructure projects, public/private
partnership negotiations and other innovative
financial strategies.

Private Sector Career
• Managing Principal and Owner, Bohlinger
Consulting, LLC
• Vice President for strategic planning for two
engineering firms: HNTB and WSP USA.

Public Sector Career
• CEO, Deputy CEO, Planning Executive and Grants
Manager of the Los Angeles County Metropolitan
Transportation Authority (Metro)
• Executive Director of the South Florida Tri-County
Commuter Rail Authority
• Deputy Director of the California Transportation
Commission
• Manager of Planning for the Sacramento Area
Council of Governments (SACOG)
• Planner for the Southern California Association of
Governments (SCAG).
• English as a Second Language Teacher to SpanishSpeaking migrant farm workers.

Bohlinger Consulting, LLC, 11/2016 – Current –
Managing Principal. Bohlinger Consulting, LLC, was
formed by Linda Bohlinger to provide senior level
advisory services, strategic planning and grants
management to public transportation agencies for
their infrastructure projects. Projects include:
• HNTB, Los Angeles County Metropolitan
Transportation Authority, Metro ExpressLanes
Program, funding and financing services.
• WSP USA, Riverside County Transportation
Commission (RCTC), Transit/Rail Program,
Strategic Planning, funding and financing services.
• KOA, City of Indio, Multimodal Hub. Lead for
future funding opportunities and management
plan for the construction and ongoing operations
of the “Festival Train” and a Multi-Modal Hub in
the City of Indio.

WSP USA, 1/2014 – 6/2016 – Vice President, US
Advisory Services. Linda provided expertise and
experience in the areas of funding strategies, grants,
financial planning, alternative delivery, value capture, congestion pricing and other public policy issues to
public and private transportation clients. Projects
included:
• Southern California Regional Rail Authority,
Metrolink Strategic Plan and Short-Range Transit
Plan. Facilitator for Board workshops regarding
the development of the strategic plan for
Metrolink and facilitator for the Metrolink Board
Governance Ad Hoc Committee regarding
institutional structure, dedicated funding sources
and long-term operating and capital projects.
• Valley Metro, Phoenix, Arizona, Strategic Plan,
Development of a Strategic Plan including
organizational and risk assessment, Leadership
Team and Board workshops on vision, mission,
goals, priorities and performance measurements.

HNTB Corporation – 2000 – 2013– Vice President,
National Management Consulting. Linda’s
management consulting group provided a variety of
services, including funding strategy plans for major
public transportation infrastructure projects, joint
development projects, public/private partnership
negotiations and other innovative financial strategies.

Projects included:

EDUCATION
• MPA/Public Administration/University of Southern
California, Los Angeles, CA
• BA/Spanish/University of California, Santa Barbara,
CA
• UCSB Education Abroad Program, University of
Madrid, Spain and Teachers Credential Program in
Mexico City, Mexico. (Fluent in Spanish)

PROFESSIONAL AFFILIATIONS
Member, American Public Transportation Association
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2 LINDA BOHLINGER

BOHLINGER CONSULTING, LLC
• Southern California Regional Rail Authority
(SCRRA), Linda led the independent Metrolink
Commuter Rail Safety Peer Review Panel. She
developed and led the panel of commuter rail
public and private sector experts to review and
recommend short, medium and long-term safety
improvements for Metrolink and the SCRRA
organization. The final report offered an
Enhanced Safety Action Plan with 64
recommendations on eight key issues.
• LOSSAN Rail Corridor Agency, LOSSAN Corridor
Strategic Implementation Plan, Project manager
for the Los Angeles-San Diego-San Luis Obispo
(LOSSAN) Corridor Strategic Implementation Plan.

This study included a short- and long-term
preferred service plan for intercity and commuter
train frequencies, reviewed potential governance
and administrative management options for the
future, and the financial resources available to
sustain the service.
• Port of Long Beach, City of Los Angeles, Linda led
the funding strategy plans and grants for the Port
of Long Beach Gerald Desmond Bridge
Replacement Project ($950 M) and the City of L.A.

Sixth Street Viaduct Replacement ($595 M).

South Florida Tri-County Commuter Rail Authority –
1998 – 2000 - Executive Director. Linda was
responsible for the full operational, construction,
planning and fiscal responsibility for South Florida’s
71-mile, 70 employee, and nine-member board
commuter rail system. She secured a $327 million
Federal Full Funding Grant agreement for Tri-Rail’s
Double Track program. Led Joint Development efforts.

Los Angeles County Metropolitan Transportation
Authority – 1990 – 1997 and 1979 – 1985 - Various
positions including Planning Executive Officer and
Chief Executive Officer (Interim). As CEO, Linda held
full operational, construction, planning and fiscal
responsibility for this $3.0 billion budget, 8,000
employees, 13-member board transportation
authority. Linda also held positions of Deputy CEO,
Executive Officer of Planning and Programming and
Deputy Executive Officer, Capital Planning.

She led the MTA’s countywide, multi-modal rail, bus
and highway capital planning, programming, grants
management, joint development and Benefit
Assessment District program activities and directed
the MTA’s long-range strategic financial planning
activities.

Linda secured $2.4 billion in federal New Starts funds
for the LA Metro Red Line Segments 2 and 3 and over
$2.0 billion for highway projects.

California Transportation Commission – 1986 – 1989
- Deputy Director for Transit Development.

Responsible for the State Transportation
Improvement Program and state and federal funding
for highway and transit projects within the state of
California.

Sacramento Area Council of Governments, 1985-
1986 – Manager, Transportation Planning. Led the
regional transportation planning efforts for SACOG’s
28 member cities and counties.

Southern California Association of Governments,
1974-1979, Planner for the SCAG regional area,
including Los Angeles, Ventura, Orange, Riverside, San
Bernardino and Imperial counties and cities.

Salt Lake City School District, 1972- 1974, English as
a Second Language Teacher for Spanish-speaking
migrant farm workers.

Board Positions
In addition to running board meetings for Los Angeles
Metro and Tri-Rail, and working directly with board
members as a consultant, Linda has the following
experience as a board member.
• 1090 Edison Bohlinger Building Santa Ynez, CA - LLC
member and co-owner (Recently converted from
commercial to mixed use building (1st floor
commercial, 2nd floor short term rental units.)
Current Volunteer Board Positions
• Board Secretary and Officer, Knitters Haven 501c7
non-profit, 78115 Calle Estado, Ste. 101, La Quinta
• Board President, Woodhaven Women’s Golf Club
• Treasurer, Desert Weavers and Spinners guild
Previous Volunteer Board Positions
• President, Knitting Guild of the Desert
• President, Desert Falls Women’s Golf Association
• Executive Board Member, American Public
Transportation Association (APTA)
• Foundation Board President, APTA
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Date: _______________

APPLICATION TO SERVE ON A CITY BOARD,

COMMISSION, OR COMMITTEE
NAME: _________________________________________________________________ HOME ADDRESS: _____
MAILING ADDRESS: _____________________________________________________ (IF DIFFERENT THAN HOME ADDRESS)
EMAIL: _______ FAX: ________________________
TELEPHONE: (HOME) _______________________ (CELL) ____
IF EMPLOYED, LIST YOUR EMPLOYER AND POSITION(S) YOU HOLD:
________________________________________________________________________ ________________________________________________________________________ BUSINESS ADDRESS: _____
BUSINESS TELEPHONE: _________________________________
LENGTH OF RESIDENCE IN LA QUINTA: ____________________________________ ARE YOU REGISTERED TO VOTE IN LA QUINTA: YES ___ ___ NO BOARD / COMMISSION / COMMITTEE APPLYING FOR:
________________________________________________________________________

HAVE YOU EVER ATTENDED A MEETING OF THIS BOARD, COMMISSION, OR COMMITTEE? IF YES, WHEN AND HOW MANY?
________________________________________________________________________ ________________________________________________________________________ 06/09/2025
Jason Dafforn
Valley Sanitary District, General Manager
2 Years
X
Planning Commission
I have not attended a meeting in person; however, I have viewed prior recorded meetings to become familiar with the board oversight. 70 CLICK HERE to Return to Agenda

CITY OF LA QUINTA BOARD / COMMISSION / COMMITTEE APPLICATION

BIOGRAPHICAL SKETCH, INCLUDING EDUCATION, WORK EXPERIENCE, CIVIC INVOLVEMENT AND OTHER BACKGROUND. PLEASE BE SURE TO INCLUDE EXPERIENCES RELEVANT TO DUTIES OF THE POSITION YOU SEEK. ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ I have spent my entire 30-year career serving the public needs; the first thirteen years in private sector and the subsequent seventeen years in the public sector. Over those years, I have held the responsibility for the overall success of a California public agency overseeing Administration, Engineering, Operations, Customer Service, Community Relations, and Public Outreach as it related to the water and wastewater utility. I am a Licensed Professional Engineer and a certified Design-Build Associate with significant construction experience which has given me the technical capabilities to oversee a vast capital improvement program in excess of $500 million in recent years. Additional planning work would include providing oversight on preparation of countless water, wastewater, and recycled water master plans. I have also been engaged in review and collaboration with local planning agencies as they periodically update their planning documents. I have had the pleasure, over the past 17 years of working on strategic programs focusing on the best use of local resources. I excel in the area of planning and implementation of forward-thinking programs that include compliance with necessary local and federal regulations.
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CITY OF LA QUINTA BOARD / COMMISSION / COMMITTEE APPLICATION

DESCRIBE YOUR KNOWLEDGE OF THE FUNCTIONS, REGULATIONS, AND

PROCEDURES OF THE BOARD, COMMISSION, OR COMMITTEE YOU ARE APPLYING FOR.
________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________

WHAT SPECIFIC ISSUES OR PROBLEMS FACE THIS BOARD, COMMISSION, OR

COMMITTEE, AND DO YOU HAVE ANY SUGGESTIONS TO ADDRESS THOSE ISSUES OR PROBLEMS?
________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________

WHAT SPECIFIC ATTITUDES, SKILLS AND/OR EXPERTISE DO YOU THINK YOU

HAVE THAT WOULD ENHANCE THE WORK OF THE BOARD, COMMISSION, OR COMMITTEE?
________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________ ________________________________________________________________________

IN ADDITION TO COMPLETING THE APPLICATION, YOU MAY ATTACH A CURRENT RESUME IF YOU WISH.

PLEASE RETURN THIS APPLICATION
VIA EMAIL, FAX, OR MAIL AS NOTED BELOW:

CITY OF LA QUINTA

CITY CLERK DEPARTMENT
78495 CALLE TAMPICO, LA QUINTA, CA 92253
TELEPHONE: (760) 777 7162 | FAX: (760) 777 7107
EMAIL: [email protected]

THANK YOU FOR YOUR WILLINGNESS TO SERVE
OUR LOCAL GOVERNMENT!
I have general knowledge of Board regulations and functions related to process and procedures. The Planning Commission is an advisory arm of the City Council and therefore make recommendations to the City Council for action. The Planning Commission oversees the City’s planning and zoning items.

I am not aware of specific issues that are currently facing the Planning Commission, but I have always been intrigued by planning agencies who are able to have great vision for the future of a growing community. A well thought out plan, that is properly implemented can and will have an everlasting positive impact on the community.

My background in engineering and experience with planning document preparation review and oversight enhance my ability to look beyond tomorrow in the endeavor to plan for the future. Sometimes it is the simple question of “why, or why here?”, that guides the best results. 72 CLICK HERE to Return to Agenda
JASON DAFFORN, P.E.

GENERAL MANAGER

Highly accomplished Civil Engineer and public utility executive manager offering over 30 years of broad engineering and extensive senior management experience in the administration, construction, maintenance, capital improvements, development, planning, and general organizational leadership of domestic water and wastewater utilities. Exceptional knowledge of municipal utilities and government operations, policies, procedures, contract compliance and regulations. Collaborative manager intent on improving efficiency, productivity, and achieving high level success while serving within the public sector.

AREAS OF EXPERTISE
Employee Development/Coaching Staff Leadership/Management Strategic Planning Engineering Services Management Water & Wastewater Systems Capital Improvement Plans Municipal Utilities/District Operations Contract Administration Water Resources Budget Preparation/Oversight State and Federal Project Funding Public Policy Construction Management/Inspection Project Management Grants and Low Interest Loan

PROFESSIONAL EXPERIENCE
VALLEY SANITARY DISTRICT; INDIO, CA 06/2023 – Present
General Manager
Under general policy guidance from the Board of Directors, plans, organizes, integrates, fiscally controls, directs, administers, reviews and evaluates the activities, operations, and services of the District; recommends Board adoption of the District's Strategic Plan and annual business plan; ensures execution of short- and long-term goals and objectives consistent with the Strategic Plan and annual business plan; ensures District operations and functions effectively serve the needs of customers/rate payers throughout the District’s service area, while complying with applicable laws and regulations.
• Plans, organizes, controls, integrates and evaluates the work of all District departments to ensure that operations and services comply with the policies and strategic direction set by the Board of Directors. • Develops and recommends adoption of a District Strategic Plan and annual business plans; directs the development and implementation and monitors the accomplishment of short- and long-term plans, goals and objectives to achieve the District's mission, Strategic Plan, Board. • Directs the annual rate setting and participates in public and Board hearings on proposed rates. • Directs and monitors implementation of adopted budgets; directs development and implementation of the capital improvement program and all major engineering and construction projects financed by District, grant-in-aid, loan and bond issuances; directs and monitors the development, implementation and evaluation of plans, policies, systems, financial strategies and procedures to achieve short- and long-term District-wide goals, objectives and work standards. • Provides leadership and works with the executive team to develop and retain highly competent, customer-service oriented staff.
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• Directs and oversees the preparation of analyses and recommendations regarding policy issues and long-range plans to address District service area needs. • Directs and oversees the analysis of proposed legislation and regulation; directs and participates in industry and intergovernmental activities to influence legislative and regulatory change consistent with the District’s interests and needs; serves as the District's chief representative in dealings with constituent cities in the District’s service area, and with other industry and governmental agencies, professional organizations and elected officials.

ELSINORE VALLEY MUNICIPAL WATER DISTRICT; WESA, Lake Elsinore, CA 05/2017 – 6/2023 Director of Engineering and Water Resources
Promoted to improve and enhance the engineering and water resource program; create and promote a cohesive environment that fosters success across boundaries, implement appropriate and necessary organizational changes to improve department and program efficiency. Accountable for accomplishing departmental planning, operational goals, objectives, and for furthering District strategic plan within general policy guidelines. • Enhanced the comprehensive CIP schedule and implementation plan. • Develop collaborative relationships with neighboring agencies and municipalities served. • Assist and provide oversite for Federal and State funding opportunities. • Collaborate with Districts Government Relations Officer on State and Federal Lobbying efforts. • Further enhanced training programs, educational modules, and employee recognition programs to facilitate employee engagement and improve performance in achieving customer service goals. • Continue to provide highly responsible and complex staff assistance and administrative support to the General Manager and Board of Directors as well as various outside agencies, including regulatory agencies.
• Develop and implement internal programs to increase synergy and effectiveness across both departments.
• Implement long-range and immediate plans to best utilize the Meeks and Daley assets; oversee completion and approval of the Maximum Benefit Salt Management Plan; and determine the best approach for securing additional imported water conveyance/supply capacity. • Represent District on the Technical Advisory Committee (TAC) for the Joint Powers Authority (JPA) called the Santa Rosa Regional Resource Authority (SRRRA) • Further develop and prepare a strategic plan for long-term department(s) goals. • Develop long-term water storage program for future drought resiliency. • Evaluate effectiveness of internal programs (increase synergy and effectiveness across departments).

ELSINORE VALLEY MUNICIPAL WATER DISTRICT; WESA, Lake Elsinore, CA 11/2015 – 05/2017 Engineering Manager
Hired to improve and enhance the engineering and capital program; assess and analyze current department structure and implement appropriate and necessary organizational changes to improve department and program efficiency. Accountable for accomplishing departmental planning and operational goals and objectives and for furthering district goals and objectives within general policy guidelines. • Oversee and provide direction for all development and capital engineering programs, operations, functions, and activities of the Engineering division including project planning, design, environmental 74 CLICK HERE to Return to Agenda
programs/planning and compliance, design, construction, permitting for all district facilities, infrastructures, and document management services and activities. • Revamped responsibilities for key supervisory roles within the Engineering department to ensure cohesive productivity, accountability, and ownership for projects. • Developed training programs, educational modules, and employee recognition programs to facilitate employee engagement and improve performance in achieving customer service goals. • Provide highly responsible and complex staff assistance and administrative support to General Manager and Board of Directors as well as various outside agencies, including regulatory agencies. • Manage and participate in the development and administration of the division budget. • Implement long-range and immediate plans and objectives of the district and formulate objectives into specific capital improvement plans. Continually evaluate plans to ensure planned scope of work, capital improvement program schedule, and budget is met.
• Negotiate a variety of contracts and agreements in conjunction with other district management for developer and reimbursement agreements.

CITY OF OCEANSIDE WATER UTILITIES DEPARTMENT, Oceanside, CA 06/2007 – 11/2015 Interim Water Utilities Director (11/2014 – 11/2015)
Under policy direction from the City Council, exercised complete oversight and control of entire water and wastewater operations. Tackled issues related to state-wide mandatory water restrictions and brought forward a rate increase to sustain organization well into the future. • Managed a team of personnel and resources to provide efficient and reliable high-quality water and wastewater service to the City in compliance with federal and state regulations. • Supervised development and implementation of capital improvement program and operating budget. • Prepared comprehensive and complex technical administrative and economic studies, reports and recommendations related to water/wastewater rates, programs, and operations. Served as a technical advisor to the City Council and City Manager on department related matters. • Developed and maintained public relations through civic and community organization activities.

Water Utilities Division Manager (02/2012 – 11/2014)
Promoted to deliver administrative leadership for all capital improvement projects, water and wastewater engineering and design; Geographic Information Systems, SCADA, and environmental programs; determined the effectiveness of selected programs.
• Designed city-wide water, wastewater, and recycle water master plans, outlining the roadmap for the capital program, repair and rehabilitation program, and prepared for future expansions. • Identified short-term and long-term projects needed to establish program, including rate structure and budget forecasts. Presented to City Council, community groups and other governmental officials. • Implemented necessary rate increases to properly fund the entire program. • Reviewed project progress and prepared status reports for the Water Utilities Director, recommended solutions to administrative, management, and operational issues. • Executed long-range plans and programs; reviewed and implemented strategies for federal, state, and local legislation.
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• Conducted extensive research projects to identify and evaluate opportunities for improving efficiency. • Assisted with preparation and administration of departmental budget and monitored expenditures. • Responded to and resolved difficult and sensitive citizen inquiries and complaints.

Water/Wastewater Project Manager (06/2007 – 02/2012)
Hired to implement budgeted capital improvement programs within the City from start to finish. Successfully managed full scope of multiple major water and wastewater capital improvement projects, expansion and rehab for Water Utilities Department encompassing the preparation, solicitation, assembling, and evaluation of requests for proposals.
• Supervised the work of water and wastewater staff, developers, engineering consultants, outside consultants and their employees during major water and wastewater construction projects. • Oversaw the acquisition of water systems, water reservoirs, storm drains, and sanitary sewer systems including preparation of construction plans and specifications. • Coordinated activities with state and federal government and provided information and assistance to the public regarding water and wastewater issues affecting the community. • Prepared budgets for major projects; administered construction contracts; and ensured proper inspection of water and wastewater construction projects.

Additional Career Experience
Project Manager, JACK L. MASSIE CONTRACTOR INC., Williamsburg, VA 2006 – 2007 Planned, organized, and managed the full complement of commercial construction services for Site Development Contractor. Responsibilities included design and blueprint review and analysis of projects, preparation of construction documents, bidding, negotiations, subcontractor selection, material purchasing, scheduling, project budget, building code compliance, project development, quality control, change orders, request for information, and permits.

Development Manager, DAFFORN INC., Angola, IN 2003 – 2006 Launched and oversaw operational activities for land development company including land acquisition, permits and approvals, water and sewer design and approval, contractor negotiations, pricing and budgeting, property and construction financing, construction layout and design, subcontractor negotiations, scheduling, and construction site management.

Head of Operations, DAFFORN EXCAVATING INC., Fort Wayne, IN 1993 – 2006 Directed all operations of a construction company ranging from contract acquisition to project close out including site surveys, project cost estimates and scope, permits, change orders, request for information, and construction layout and design. Negotiated customer and subcontractor agreements, estimated and prepared public bids. Procured and maintained equipment and materials. Hired and scheduled personnel. Performed business accounting functions including A/P, A/R, balance sheet, and P&L statements. 76 CLICK HERE to Return to Agenda

EDUCATION, CERTIFICATIONS & LICENSES

CALIFORNIA BOARD FOR PROFESSIONAL ENGINEERS, LAND SURVEYORS, AND GEOLOGISTS Licensed Civil Engineer

DESIGN-BUILD INSTITUTE OF AMERICA
Associate Design-Build Professional Certificate

STATE OF CALIFORNIA DEPARTMENT OF PUBLIC HEALTH
Water Treatment Operator Grade T2
Water Distribution Operator Grade D2
PURDUE UNIVERSITY, Fort Wayne, IN
B.S. Construction Engineering Technology

TECHNICAL SKILLS
Microsoft Office: Word, Excel, Project, PowerPoint, Outlook 77 CLICK HERE to Return to Agenda
Date: May 30, 2025

APPLICATION TO SERVE ON A CITY BOARD,

COMMISSION, OR COMMITTEE
NAME: Verónica Flores
HOME ADDRESS:

MAILING ADDRESS: Same as above.
(IF DIFFERENT THAN HOME ADDRESS)
EMAIL: FAX:

TELEPHONE: (HOME) (CELL)
IF EMPLOYED, LIST YOUR EMPLOYER AND POSITION(S) YOU HOLD:

AECOM, Senior Project Director, ESG Lead PgM
BUSINESS ADDRESS:

BUSINESS TELEPHONE:

LENGTH OF RESIDENCE IN LA QUINTA: 11 Years
ARE YOU REGISTERED TO VOTE IN LA QUINTA: YES X NO
BOARD / COMMISSION / COMMITTEE APPLYING FOR:

Planning Commission

HAVE YOU EVER ATTENDED A MEETING OF THIS BOARD, COMMISSION, OR COMMITTEE? IF YES, WHEN AND HOW MANY?
No
78 CLICK HERE to Return to Agenda

CITY OF LA QUINTA BOARD / COMMISSION / COMMITTEE APPLICATION

BIOGRAPHICAL SKETCH, INCLUDING EDUCATION, WORK EXPERIENCE, CIVIC INVOLVEMENT AND OTHER BACKGROUND. PLEASE BE SURE TO INCLUDE EXPERIENCES RELEVANT TO DUTIES OF THE POSITION YOU SEEK.

As Senior Project Director, Sustainability and ESG Lead within AECOM’s Program Management global business line, I bring extensive expertise in overseeing complex, multistakeholder infrastructure and development programs that align with long-term community planning goals. My role includes providing strategic oversight and ensuring compliance with regulatory frameworks, environmental standards, and fiscal accountability—skills directly applicable to the Planning Commission’s responsibilities in reviewing land use proposals, zoning amendments, and development permits.

I have successfully managed local bond programs, where I lead program and project management oversight to ensure alignment with community needs, established budgets, and sustainability objectives. This experience has honed my ability to evaluate technical reports, coordinate with public agencies, and engage diverse stakeholders to balance growth with environmental stewardship and community character preservation.

I am committed to fostering inclusive public participation and transparent communication within La Quinta’s diverse population. I am passionate about contributing my technical expertise and collaborative leadership to the Planning Commission, helping to guide responsible land use ensuring that growth in La Quinta reflects our community’s values of sustainability, inclusivity, and responsible stewardship. My bilingual proficiency in Spanish and English allows me to connect with and represent our diverse population. I am eager to bring my expertise in program management, regulatory compliance, and sustainable development to the Planning Commission, working collaboratively to shape a vibrant, equitable future for the City of La Quinta. Thank you for your consideration. 79 CLICK HERE to Return to Agenda

CITY OF LA QUINTA BOARD / COMMISSION / COMMITTEE APPLICATION

DESCRIBE YOUR KNOWLEDGE OF THE FUNCTIONS, REGULATIONS, AND PROCEDURES OF THE BOARD, COMMISSION, OR COMMITTEE YOU ARE APPLYING FOR.

I have an understanding of the functions, regulations, and procedures governing the La Quinta Planning Commission who serves as an advisory body to the City Council on all planning and development matters, including development and maintenance of the City’s General Plan, review of new development applications, design review, and the development of specific plans. The Commission is responsible for holding public hearings, reviewing zoning ordinances, subdivision maps, conditional use permits, and variances to ensure consistency with the General Plan & local land use policies. Actions taken by the Commission are based on fact supported by substantial evidence, and all decisions are made impartially, with a strong emphasis on public involvement, transparency, and legal compliance. I am familiar with the need to balance technical staff analysis with community input, to promote consensus, and ensure all procedures are conducted efficiently, equitably, and in accordance with applicable policy and regulations.

WHAT SPECIFIC ISSUES OR PROBLEMS FACE THIS BOARD, COMMISSION, OR

COMMITTEE, AND DO YOU HAVE ANY SUGGESTIONS TO ADDRESS THOSE ISSUES OR PROBLEMS?
One of the most significant challenges facing the La Quinta Planning Commission I believe is to be able to manage responsible growth while preserving the unique character and environmental assets of our city. As La Quinta continues to attract new residents and investment, the Commission must navigate complex challenges such as balancing housing needs with open space preservation, ensuring infrastructure keeps pace with development, and integrating sustainability and climate resilience into every decision. Additionally, the Commission faces the challenge of fostering meaningful community engagement, particularly among underrepresented groups, to ensure that planning decisions reflect the diverse voices of our city.

To address these challenges, I believe the Commission can leverage innovative planning tools, data-driven decision-making, and best practices in sustainable development. My background in leading large-scale, multi-agency programs has taught me the value of transparent processes, robust stakeholder engagement, and continuous improvement. For example, adopting digital platforms for public input and utilizing GIS-based scenario planning can enhance both transparency and efficiency. I also see opportunities to strengthen partnerships with local organizations and educational institutions to promote civic education and participation in planning processes.

If selected, I would bring a collaborative, solutions-oriented mindset to the Commission, drawing on my experience in program management, regulatory compliance, and sustainability. I am committed to helping the Commission turn challenges into opportunities—whether it’s by advancing green infrastructure, supporting diverse housing options, or fostering a culture of innovation and inclusivity. By working together, I am confident that we can guide La Quinta toward a vibrant, resilient, and equitable future. 80 CLICK HERE to Return to Agenda

CITY OF LA QUINTA BOARD / COMMISSION / COMMITTEE APPLICATION

WHAT SPECIFIC ATTITUDES, SKILLS AND/OR EXPERTISE DO YOU THINK YOU

HAVE THAT WOULD ENHANCE THE WORK OF THE BOARD, COMMISSION, OR COMMITTEE?
I combine deep technical expertise with a genuine passion for community service and sustainable growth. My career trajectory has equipped me with a comprehensive understanding of land use planning, regulatory compliance, and the complexities of managing large-scale public projects. I am adept at interpreting and applying planning regulations, analyzing technical documents, and facilitating consensus among diverse stakeholders.

What sets me apart is I am professional but personable, and bring dedication and unwavering commitment to serve. My collaborative approach and commitment to transparency, inclusion, and innovation are unmatched. I believe in listening first, engaging all voices, and making decisions rooted in both data and community values. My bilingual fluency in Spanish and English enables me to bridge communication gaps and ensure broader participation in civic processes. I am also skilled at leveraging technology and best practices to enhance public engagement and streamline decision-making.

Above all, I care deeply about my city and the future of La Quinta. I am committed to preserving our city’s unique character while embracing opportunities for thoughtful, sustainable development. My leadership, technical acumen, and dedication to public service will help the Commission navigate challenges and seize opportunities to create a vibrant, resilient, and inclusive community for all.

IN ADDITION TO COMPLETING THE APPLICATION, YOU MAY ATTACH A CURRENT RESUME IF YOU WISH.

PLEASE RETURN THIS APPLICATION
VIA EMAIL, FAX, OR MAIL AS NOTED BELOW:

CITY OF LA QUINTA

CITY CLERK DEPARTMENT
78495 CALLE TAMPICO, LA QUINTA, CA 92253
TELEPHONE: (760) 777 – 7162 | FAX: (760) 777 – 7107
EMAIL: [email protected]

THANK YOU FOR YOUR WILLINGNESS TO SERVE
OUR LOCAL GOVERNMENT!
81 CLICK HERE to Return to Agenda
04/2024
Verónica Flores, Assoc. AIA, DBIA, LEED-AP BD+C, WELL-AP, Fitwel Ambs., GGP, GPCP, ISSP, CSI-CDT, ENV-SP, EcoDistricts-AP, ASHE
Senior Project Director, Sustainability + Sustainable Legacies Lead, PgM Overview
Verónica, is a proven leader in sustainability program management with a track record of integrating innovative, net-zero design solutions into complex capital asset portfolios—driving measurable improvements in environmental performance, operational efficiency, and stakeholder engagement across diverse facility types. She is a results-driven Senior Project Director with over 25 years of local experience and expertise in program management, sustainability planning, and technical design leadership. Her strength is in delivering complex construction oversight projects and programs through a sustainability lens from inception through completion. From complex healthcare and educational projects with a focus on healing and learning environments, she is adept at integrating sustainability into large-scale capital programs, Verónica excels in developing strategic roadmaps, implementing lean strategies, and leading cross-functional teams to achieve high-impact outcomes. Prior to AECOM, Verónica led the Criteria A/E team + sustainability LEED for Harbor-UCLA Medical Center, which is the “hospital of choice” for both the World Cup 2026 and LA28.

Verónica has extensive field experience leading teams through various delivery systems, procurement methods and contract types; including traditional delivery methods; design-bidbuild (DBB), CM at Risk (CMaR), multi-prime (MP) and design-build (DB). She is very well-versed in numerous procurement methods including Best Value (BVS), Low Bid, Negotiated, Qualifications-Based (QBS) and Sole-Source (or Direct Select) and has experience with numerous contract formats including Unit Price, Target Price, Lump Sum (or Fixed Price), Guaranteed Maximum Price (GMP) and Cost Plus Fee and hybrid/mix of various methods including P3 and Progressive DB.

Core Competencies
 Program & Project Management: Expertise in managing multi-billion-dollar capital improvement programs from inception to completion.
 Sustainability Leadership: Proven ability to integrate Sustainable principles into institutional policies, achieving ISI Envision, LEED Gold/Platinum certifications and Net Zero Energy goals on ground up, and major remodels and modernizations.  Strategic Planning: Skilled in developing comprehensive sustainability roadmaps and frameworks for large-scale projects.
 Regulatory Expertise: Extensive knowledge of California & National Codes & standards  Procurement & Delivery Systems: Proficient in DBB, CMaR, MP, DB, P3, Best Value Selection (BVS), and hybrid models.
 Stakeholder Engagement: Experienced liaison to clients, contractors, design-build teams, and regulatory authorities.
 Education & Training: Certified Instructor for LEED, WELL, ENVISION; adept at hosting workshops and mentoring professionals.
 Benchmarking & Target Setting: Establish performance baselines and develop datadriven targets that align with organizational goals  Operational Efficiencies: Continuous Improvement and Best Practices Implementation As Sustainable Legacies Lead for PgM Business line, Verónica plays an integral part in the development and implementation of internal policy, develops QA/QC processes and company policy, devising roadmaps and comprehensive frameworks with clear objectives and a series of Lean strategies to achieve them. She has led organization-wide education programs, training new hires and hosting in-depth workshops in various subjects, including Project Management, Construction Administration/Project Closeout, and 3rd-party project verification processes. She combines deep technical knowledge of California regulatory requirements (DSA, HCAI) with extensive field experience across diverse delivery systems, procurement methods, and contract types. She is a Certified Instructor with Green Building Research Institute (GBRI) and hosts exam prep courses for numerous ratings systems including LEED, ENVISION, WELL, GBI, and ISSP.

Areas of Expertise
Project + Design Management
Contract Administration
Sustainable Development +
Resilience (SME)
Climate Action Planning
Establishing Standards + Lean
Procedures
Multiple Delivery Methods
Team Building + Collaboration
Years of Experience
With AECOM: 5
With Other Firms: 25
Education
MS, Green Building, San
Francisco Institute of
Architecture
BA, Urban Planning, UCLA
Professional Designation,
Construction Management,
UCLA
Certifications/Registrations
DBIA, #D1962
Assoc. AIA, #38593090
LEED AP BD+C, #54091
CSI-CDT: Reg. 1425117
WELL AP, #0002892
Certified Green Globe
Professional, #207788
ENV SP, #16575
OSHA 30-Hour
Professional Affiliations
Design-Build Institute of
America
US Green Building Council
American Institute of
Architects
International WELL Building
Institute
Green Building Initiative
Institute for Sustainable
Infrastructure
Construction Specifications
Institute
Construction Management
Association of America
International Society of
Sustainability Professionals
EcoDistricts
Assoc. Women in
Architecture+Design
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Project Experience
San Bernardino Community College District, Measure CC Bond Program, San Bernardino, CA, 2019 – ongoing: Serves as Sr. Planning and Design Manager and Sustainability Subject Matter Expert (SME) and advisor to entire team, working jointly with the District to establish robust Districtwide sustainability measures, guidelines, standards and procedures. AECOM is serving as program manager for SBCCD’s $470 million capital improvement program to update its aging facilities. The bond encompasses the repair/replacement of roofs, plumbing systems and electrical systems; upgrading and modernizing classrooms, labs and student centers; updating campus security systems; and improving building accessibility at San Bernardino Valley College and Crafton Hills College. As program manager, our team is responsible for establishing the framework for the bond program as well as procuring, and ultimately overseeing, the construction management team firms managing construction on site. Verónica has been instrumental in devising roadmaps and establishing a framework for integrating sustainability into institutional policy and practice, helping implement a strategic sustainability planning process to establish a set of sustainability goals to guide future operations. All new buildings are targeting LEED Gold at a minimum with most on target for LEED Platinum. All existing-to-remain structures are being modernized to the latest energy conservation measures, incorporate alternative energies, water conservation measures and waste management and recycling program resulting in high-efficiency buildings, lean central plant operations, and solar energy production that is environmentally responsible and resource-efficient.

Peralta Community College District, Measures A & G Bond Program, Oakland, CA, $1B, 2021 – ongoing: Serves as Sustainability Program Lead and advisory role to the Program Executive. AECOM is providing program management services, including program kickoff services, which allow the District to continue the activities of Measure A and the start-up and management of Measure G. During the election of November 2018, Northern Alameda County voters overwhelmingly approved Measure G, the District’s $800 million bond proposal to facilitate improvements to facilities and new construction. The bonds bring much-needed improvements to Peralta colleges, allowing the District to address several priorities and better serve the region’s diverse communities. Building projects include development at each of the four Colleges: Berkeley City College (BCC West), College of Alameda, Merritt College, and Laney College. This program also includes infrastructure improvements for health and safety, accessibility, and sustainability to existing facilities at all four campuses.

Los Angeles County Department of Public Works, Harbor-UCLA Medical Center Master Plan, Torrance, CA, $2 billion, 2016 – 2020 As Campus Architect, led Design & Sustainability A/E team of more than 40 architects to define and author the scoping criteria for the 76- acre medical campus and to implement system-wide sustainability guideline and metrics, making this the first Net Zero Energy Medical Campus in the west for the largest county in the nation. The main goal of the planning effort was to develop a state-of-the-art master plan in time for the 2028 summer Olympics that defines the relationship between the clinical, educational, and research components of the Medical Campus. Evaluated micro-grids and met with OSHPD (HCAI) officials to accept alternative design strategies in exemplary building design and minimize building energy requirements, and to design renewable energy systems. The project is on track to achieve both LEED-Gold and Envision Silver levels. Verónica authored the Department of Public Works’ first Sustainability Design Guidelines which will serve as Los Angeles County’s framework for future healthcare developments.

Los Angeles County Department of Public Works, Martin Luther King, Jr. Medical Center, Los Angeles, CA, $194 million, 2010 – 2016:

Served as Senior Project Design Manager/Sustainability Lead, leading the design-build team through the redevelopment of a 38-acre medical campus. The project comprised of three main components: hospital renovation, upgrade of the Central Plant, and construction of the New Ancillary Service Building. The team met an unprecedented schedule comprised of five existing buildings, three new buildings, two tunnels, two LEED buildings, 10 OSHPD permits and 76 separate increments with staggered timelines in which buildings came online, requiring phased design and strategic phasing and sequencing of construction. The project was awarded USGBC Sustainable Innovation Project of the Year 2015 – Health & Wellness.

Los Angeles County Department of Public Works, Martin Luther King, Jr. Medical Center In-Patient Tower Renovation, Los Angeles, CA, $90 million, 2010 – 2015: Served as Senior Project Design Manager/Sustainability Lead, leading the design-build team through the redevelopment of a 38-acre medical campus. The Inpatient Tower (IPT) project comprised of a 190,000-square-foot, six-story inpatient tower which features an updated steel and glass exterior and state-of-the-art technology. The hospital provides 120 beds, imaging, emergency, labor and delivery, acute care and health education and outreach programs. The project is certified LEED Silver.

Los Angeles County Department of Public Works, Martin Luther King, Jr. Medical Center New Ancillary Service Building, Los Angeles, CA, $95 million, 2013 – 2016: Served as Senior Project Design Manager/Sustainability Lead for a LEED Gold project of more than 15 buildings comprised of new and existing facilities, central plants and pedestrian tunnel, all with staggered timelines in which projects came on/off line in an occupied campus. The Ancillary Service Building project incorporated a 25,917-square-foot, two-story building with basement which was comprised of administrative offices and support services, main kitchen, exterior dining patio, main lobby, and concourse connecting to existing medical campus.

University of California, Los Angeles – Ronald Reagan-UCLA Medical Center, West Los Angeles , CA, $415 million, year – year: Served as Contract Administrator/Sustainability Lead for the 1.2 million-square-foot, 520-bed new hospital. This was a complete replacement facility for the existing hospital that was seismically damaged. As part of the consulting Architect A/E Team, Verónica was principally responsible for administering the contract and construction administration, and incorporating sustainability strategies for the large design team. The project included planning and design of the state-of-the-art digital imaging, a 23,000-square-foot new emergency department, and an additional 110,000 square feet that includes clinical laboratory, nutritional services, central sterile and other support functions.
83 CLICK HERE to Return to Agenda
Date: _______________

APPLICATION TO SERVE ON A CITY BOARD,

COMMISSION, OR COMMITTEE
NAME: ________________________________________________________ HOME ADDRESS: _____________
MAILING ADDRESS: ____________________________________________ (IF DIFFERENT THAN HOME ADDRESS)
EMAIL: __________ FAX: ___________________
TELEPHONE: (HOME) _______ (CELL) ______
IF EMPLOYED, LIST YOUR EMPLOYER AND POSITION(S) YOU HOLD:
_______________________________________________________________ _______________________________________________________________ BUSINESS ADDRESS: ______
BUSINESS TELEPHONE: ______________________________
LENGTH OF RESIDENCE IN LA QUINTA: ___________________________ ARE YOU REGISTERED TO VOTE IN LA QUINTA: YES ______ NO _____ BOARD / COMMISSION / COMMITTEE APPLYING FOR:
_______________________________________________________________

HAVE YOU EVER ATTENDED A MEETING OF THIS BOARD, COMMISSION, OR COMMITTEE? IF YES, WHEN AND HOW MANY?
_______________________________________________________________ _______________________________________________________________ 2/25/25
Robert Andrew Millar
Self Employed with Desert Sotheby's International Realty as a Global Real Estate Advisor and Agent
September 2020 - present
X
Planning Commission
Not La Quinta's City Planning Commission - but I've attended numerous City Planning Commission meetings across the country.
84 CLICK HERE to Return to Agenda

CITY OF LA QUINTA BOARD / COMMISSION / COMMITTEE APPLICATION

BIOGRAPHICAL SKETCH, INCLUDING EDUCATION, WORK EXPERIENCE, CIVIC INVOLVEMENT AND OTHER BACKGROUND. PLEASE BE SURE TO

INCLUDE EXPERIENCES RELEVANT TO DUTIES OF THE POSITION YOU SEEK.
_______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ Please see attached
85 CLICK HERE to Return to Agenda

CITY OF LA QUINTA BOARD / COMMISSION / COMMITTEE APPLICATION

DESCRIBE YOUR KNOWLEDGE OF THE FUNCTIONS, REGULATIONS, AND

PROCEDURES OF THE BOARD, COMMISSION, OR COMMITTEE YOU ARE APPLYING FOR.
_______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________

WHAT SPECIFIC ISSUES OR PROBLEMS FACE THIS BOARD,

COMMISSION, OR COMMITTEE, AND DO YOU HAVE ANY SUGGESTIONS TO ADDRESS THOSE ISSUES OR PROBLEMS?
_______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________

WHAT SPECIFIC ATTITUDES, SKILLS AND/OR EXPERTISE DO YOU

THINK YOU HAVE THAT WOULD ENHANCE THE WORK OF THE BOARD, COMMISSION, OR COMMITTEE?
_______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________

IN ADDITION TO COMPLETING THE APPLICATION, YOU MAY ATTACH A CURRENT RESUME IF YOU WISH.

PLEASE RETURN THIS APPLICATION
VIA EMAIL, FAX, OR MAIL AS NOTED BELOW:

CITY OF LA QUINTA

CITY CLERK DEPARTMENT
78495 CALLE TAMPICO, LA QUINTA, CA 92253
TELEPHONE: (760) 777 – 7162 | FAX: (760) 777 – 7107
EMAIL: [email protected]

THANK YOU FOR YOUR WILLINGNESS TO SERVE
OUR LOCAL GOVERNMENT!
The planning commission acts as an advisory board to the City, reviewing and making recommendations on land use, development plans, zoning regulations, and other community development issues, essentially guiding the future growth and physical design of a city or town by ensuring new projects align with the community's overall vision as outlined in the La Quinta general plan.

A number of issues face this commission, at the top of the list will be how to meet the state's mandated affordable housing goal of 1530 new units by 2029; how the availability (or lack thereof) of power from IID will impact our ability to grow; and ensuring the City's investment in Talus/Silver Rock reaps benefits for the greater La Quinta community.

I am known as a leader and diplomat. My previous clients and firms have praised my ability to find creative resolutions under some of the most difficult and complex negotiation scenarios. I have 25+ years working as an advocate for corporate interests at federal, state and local regulatory, permitting and planning agencies to ensure to promote both public and private interests and the deployment of infrastructure. 86 CLICK HERE to Return to Agenda

ROBERT ANDREW MILLAR
SUMMARY Seasoned executive with more than two decades of legal and policy advocacy experience at the intersection of infrastructure, law and technological innovation.

SKILLS & ABILITIES • Excellent communicator and public speaker • Significant experience creating high-performance multi-disciplinary teams • Reputation for advancing collaborative stakeholder partnerships and advocacy resulting in the construction of local state and federal infrastructure projects

BIOGRAPHICAL
SKETCH

PROFESSIONAL

EXPERIENCE
I am an accomplished lawyer, with nearly 25 years of experience advising startup and Fortune 50 clients on complex real estate, regulatory and multiparty infrastructure negotiations. Over the course of my legal career, I have provided strategic counsel to close more than $10B of merger and acquisition targets.

In 2021, as part of the “Great Resignation,” I retired from my corporate legal role with Crown Castle, intending to learn golf, play a lot of pickleball and split my time between a primary home in La Quinta and a vacation home in Kona. What I discovered, upon retiring, is that I am happiest when I am working. I have recently begun advising private parties on the purchase and sale of luxury residential real estate in the greater Palm Springs area.

I am also a U.S. Army veteran and self-taught real estate investor. After graduating law school, I bought and flipped my first home as a side gig and thus began my love for real estate. In 2006 I founded a boutique real estate investment firm where I led acquisition, renovation, legal conversion and property management for single and multi-family real estate investments.

I graduated law school in 2001, from Columbus School of Law at The Catholic University of America. I served in the U.S. Army from 1994-1998. And I graduated with a business degree from Seattle University in 1994.

GLOBAL REAL ESTATE ADVISOR, SOTHEBY’S INTERNATIONAL REALTY 2024 – Present
Advise clients on the purchase and sale of luxury residential real estate in the Greater Palm Springs area. In first year as a real estate advisor, I have focused on raising the profile and value of residential real estate in communities at The La Quinta Country Club. In 2024 home prices at La Quinta Golf Estates saw an overall increase in sales price of 28.9%. The only other luxury desert golf community that saw greater gains in 2024 was the El Dorado Country Club in Indian Wells (30.6%).

CHIEF LEGAL OFFICER & GENERAL COUNSEL, DIFCO
2023 – 2024
Founding member of national Advanced Air Mobility (AAM) infrastructure startup developing real estate to be used for takeoff, landing, maintenance and storage of AAM and other rotor aircraft vehicles (Vertiports). Oversee government licensing and permitting, human resource matters, investor engagements, litigation, privacy, contract and legal strategy for deployment of innovative infrastructure.
87 CLICK HERE to Return to Agenda

PRINCIPAL, THE HIDEAWAY MARKET PROPERTIES
2006 – Present
Founded real estate development firm in 2006. Principal partner for all management and oversight involving acquisition, renovation, and legal conversion necessary to grow value of single and multi-family real estate investments.

ASSOCIATE GENERAL COUNSEL, CROWN CASTLE
2012 – 2021
Lead counsel responsible for executing business strategy associated with deployment of “small cell” wireless infrastructure. Advanced corporate advocacy across multi-disciplinary fronts including: local, state and federal regulatory, permitting, franchise and compliance; state and federal legislation; data privacy, and industry coordination at state and national levels. Managed national government relations teams responsible for negotiating complex legal franchises, access and use agreements and counseling business leaders at all levels regarding the same. Highlights:
• Federal Communications Commission (FCC) advocacy resulted in banner declaratory rulings and orders refining federal rules applicable to small cell infrastructure deployments that: (1) eliminated legacy environmental rules developed for 200-foot cell towers and problematic for the deployment of small wireless infrastructure, (2) created rules for expedited local permitting review, and (3) provided parity for wireless deployments to other utility infrastructure in the right-of-way. These regulatory modifications are estimated to impact small cell deployment by $275B over the next decade of deployment;
• Created and managed industry state legislative advocacy program, resulting in the passage of small cell legislation in more than 20 states in two years. Legislation resulted in overall reduction in deployment costs, clarified permitting procedures and generally guaranteed non-discriminatory right-of-way access for wireless infrastructure; • Created third-party partner advocacy program for Investor-Owned Electric Utilities resulting in resolution of complex disputes and creating path forward for deployment of nearly 10K small cell nodes, multi-million-dollar refunds, and new ground rules for utility relationships moving forward;
• Strategic counsel on merger and acquisition targets, closing nearly $10B in 5 years; oversaw regulatory approval regarding same; and
• Managed legal team responsible for extremely high volume of work on contentious industry technology deployments during exponential growth period of company, with an eye toward corporate and industry standardization.

SENIOR COUNSEL, NEXTG NETWORKS
2010 – 2012
External counsel brought in-house to create new regulatory counsel role for privately-held startup wireless telecommunications technology and infrastructure company. Responsible for development and implementation of regulatory compliance and risk management programs; human resource matters; and data privacy. Provided strategic product counsel regarding regulatory proceedings, litigation, and investigations. Oversaw regulatory approvals necessary for sale of NextG Networks to Crown Castle for then-record $1B investment in small cell technology.

ATTORNEY, DAVIS WRIGHT TREMAINE
2008 – 2010
Practice concentrated in regulatory strategy, data privacy and compliance matters for technology clients. Responsible for all aspects of regulatory counsel and representation before the California Public Utilities Commission and FCC, and litigation support for related regulatory issues in federal and state courts.
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DIRECTOR, VERIZON NORTHWEST
2005 – 2006
Managed Verizon’s relationship with the Washington Utilities and Transportation Commission, including negotiating disputes, promoting rule and policy changes, resolving complaint matters, and overseeing external legal counsel representation on related matters. Hired with specific responsibility of repairing strained company relationships with the state regulators and in the process advocated for unprecedented rate increase.

ATTORNEY, WILLKIE FARR & GALLAGHER
2001 – 2005
Practice concentrated in federal regulatory policy, privacy, compliance and defense before the FCC, SEC and DOJ. Highlights include: managing Lucent Technologies defense team on SEC and DOJ-alleged violations of the Foreign Corrupt Practices Act resulting in dismissal of action; and defended Sprint and ASC Telecom in federal investigation involving alleged violations of federal consumer protection rules.

LIEUTENANT & CAPTAIN, U.S. ARMY MEDICAL SERVICES CORP.
1994 – 1998
Aide-de-Camp to the Deputy Commanding General of the world’s largest medical training facility and later Executive Officer to the Army’s Assistant Surgeon General. Primary responsibilities included monitoring the implementation and deployment of the General Officer’s policies and guidance by division chiefs, legal counsel, medical directors, and agency managers. Promoted ahead of my contemporaries to the ranks of First Lieutenant and Captain.

EDUCATION THE CATHOLIC UNIVERSITY OF AMERICA, COLUMBUS SCHOOL OF LAW J.D. received May 2001
Editor-In-Chief, 2000-2001 COMMLAW Conspectus: Journal of Communications Law and Policy Published: Racism is in the Air: The FCC’s Mandate to Eliminate Advertising Discrimination, 8 COMMLAW CONSPECTUS (2000).

SEATTLE UNIVERSITY
B.A., Business Administration, magna cum laude, Honors Program, June 1994 Reserve Officers Training Corps, top 10% of all graduating U.S. Army cadets MEMBERSHIPS Virginia State Bar, admitted 2001
Washington, D.C. Bar, admitted 2002
California, In-House Counsel, registered 2010 - 2021
Federal Communications Bar Association 2000 - 2021
Member, Bay Area Lawyers for Individual Freedom (LGBTQ Bar Association) Advisory Board Member, Aids Legal Referral Panel 2011 – 2017 Co-Chair, Northern California Chapter, Federal Communications Bar 2009-2018 Chair, Wireless Infrastructure Association, Small Cell Advocacy Committee 20012-2021 PERSONAL Villa La Quinta HOA President 2021-2023; Kona Onenalo HOA Secretary & Treasurer; House Committee Member, La Quinta Country Club (LQCC); LQCC Pickleball Team 89 CLICK HERE to Return to Agenda
Date: 6 / 7 / 2025

APPLICATION TO SERVE ON A CITY BOARD,

COMMISSION, OR COMMITTEE
NAME:

HOME ADDRESS:

MAILING ADDRESS: ____________________________________________ (IF DIFFERENT THAN HOME ADDRESS)
EMAIL: ____ FAX:

TELEPHONE: (HOME) ____ (CELL) _________________
IF EMPLOYED, LIST YOUR EMPLOYER AND POSITION(S) YOU HOLD:

BUSINESS ADDRESS:

BUSINESS TELEPHONE:

LENGTH OF RESIDENCE IN LA QUINTA:

ARE YOU REGISTERED TO VOTE IN LA QUINTA: YES ______ NO _____ BOARD / COMMISSION / COMMITTEE APPLYING FOR:

HAVE YOU EVER ATTENDED A MEETING OF THIS BOARD, COMMISSION, OR COMMITTEE? IF YES, WHEN AND HOW MANY?
Emmanuel Sanchez
10 Beautiful Years
X
Planning Commission I Housing Commission
Yes, I’ve watched approximately five Planning Commission meetings online. I also planned to attend two meetings in person, but they were unfortunately canceled. Watching these sessions has given me insight into how the Commission evaluates proposals and maintains the city's development standards. I’m looking forward to attending future meetings in person to continue learning and staying engaged with local planning efforts. 90 CLICK HERE to Return to Agenda

CITY OF LA QUINTA BOARD / COMMISSION / COMMITTEE APPLICATION

BIOGRAPHICAL SKETCH, INCLUDING EDUCATION, WORK EXPERIENCE, CIVIC INVOLVEMENT AND OTHER BACKGROUND. PLEASE BE SURE TO

INCLUDE EXPERIENCES RELEVANT TO DUTIES OF THE POSITION YOU SEEK.

Born in Guanajuato, Mexico, my family moved to the Coachella Valley, where I graduated from La Quinta High School with a 4.3 GPA. My extensive involvement in the school's band program, including marching, symphonic, and jazz ensembles, provided me with memorable experience performing at numerous city events. I have also been an active member of St. Francis of Assisi Church in La Quinta for many years, serving as a Eucharistic Minister, Master of Ceremony, and at times delivering the Holy Communion to the sick.

My Bachelor’s degree in Architecture from California Baptist University equipped me with a strong understanding of zoning regulations, site limitations, safety, and accessibility are essential principles in urban planning. Academic projects in I have designed in Riverside, such as designing public pavilions and a library, of which required me to consider the community’s needs and the impact of design on the surrounding environment.

To fund my education, I worked in several roles, including solar sales, shift managers, laboror, and bartending. These experiences developed my leadership, communication, and problem-solving skills, as well as my ability to understand and address the needs of diverse populations. Specifically, my sales experience emphasized listening and empathy, while shift management strengthened my ability to lead teams and manage operations effectively.

Returning to the Coachella Valley, I contributed to the Cotino project, gaining practical experience in local development. Recognizing the importance of community connection, I am passionate about creating more social hubs in La Quinta, particularly for our newer generations. I believe my architectural training and diverse experiences will enable me to contribute meaningfully to the Planning Commission, ensuring that La Quinta’s development prioritizes both functionality and community well-being.
91 CLICK HERE to Return to Agenda

CITY OF LA QUINTA BOARD / COMMISSION / COMMITTEE APPLICATION

DESCRIBE YOUR KNOWLEDGE OF THE FUNCTIONS, REGULATIONS, AND

PROCEDURES OF THE BOARD, COMMISSION, OR COMMITTEE YOU ARE APPLYING FOR.

WHAT SPECIFIC ISSUES OR PROBLEMS FACE THIS BOARD,

COMMISSION, OR COMMITTEE, AND DO YOU HAVE ANY SUGGESTIONS TO ADDRESS THOSE ISSUES OR PROBLEMS?

WHAT SPECIFIC ATTITUDES, SKILLS AND/OR EXPERTISE DO YOU

THINK YOU HAVE THAT WOULD ENHANCE THE WORK OF THE BOARD, COMMISSION, OR COMMITTEE?

IN ADDITION TO COMPLETING THE APPLICATION, YOU MAY ATTACH A CURRENT RESUME IF YOU WISH.

PLEASE RETURN THIS APPLICATION
VIA EMAIL, FAX, OR MAIL AS NOTED BELOW:

CITY OF LA QUINTA

CITY CLERK DEPARTMENT
78495 CALLE TAMPICO, LA QUINTA, CA 92253
TELEPHONE: (760) 777 – 7162 | FAX: (760) 777 – 7107
EMAIL: [email protected]

THANK YOU FOR YOUR WILLINGNESS TO SERVE
OUR LOCAL GOVERNMENT!
The Planning Commission advises the City Council on land use decisions, including reviewing development applications, zoning changes, and ensuring projects align with La Quinta’s General Plan and zoning ordinances. I understand that the Commission follows a structured process, meets twice a month, and plays a key role in reviewing design proposals and maintaining responsible community growth. With my background in architecture, I hope to contribute informed and thoughtful insight to that process.

With a degree in architecture, I’ve developed skills in reading and interpreting zoning codes, ordinances, and design standards. I’m experienced in modeling city-wide concepts, researching site and planning data, and considering how individual developments impact a community. While I’m still learning how these regulations play out in practice, I approach problems with long-term thinking; considering effectiveness, intent, and public impact. My technical abilities, paired with a genuine desire to serve, would help me contribute a fresh and thoughtful perspective to the commission.

From following Planning Commission meetings, I’ve noticed that they frequently address complex issues related to development projects, such as determining parking requirements for new structures. I also recall discussions about environmental concerns, like the need to drain the La Quinta park lake for maintenance while considering the relocation of wildlife and proper water disposal. These examples highlight the Commission’s role in balancing growth with community and environmental needs. I believe addressing these issues with a strong focus on sustainable solutions and community input can help improve outcomes. 92 CLICK HERE to Return to Agenda
Dear Members of the Planning Commission,
I am writing to express my sincere interest in serving on the City of La Quinta Planning/Housing Committee. As a recent graduate of California Baptist University with a Bachelor’s degree in Architecture, I have developed a deep appreciation for how thoughtful city planning and design can positively influence communities and improve quality of life for residents.

While I may not have direct professional experience in city planning, my academic background has equipped me with a broad understanding of urban development principles, the impact of design on people’s daily lives, and the importance of planning with the greater good in mind. I am passionate about contributing to the growth and wellbeing of La Quinta by applying this perspective in a collaborative and respectful way.

I am committed to learning, working diligently, and serving my community humbly. I bring a mindset focused on cooperation and open communication, avoiding politics or personal agendas. My goal is simply to support thoughtful planning decisions that benefit all residents and foster a thriving city.

Thank you for considering my application. I would be honored to have the opportunity to contribute to La Quinta’s continued success and development.

Warm regards,
TO:

City of La Quinta
Planning Commission / Housing Committee
8 June, 2025
BA. Architecture
Emmanuel Sanchez
93 CLICK HERE to Return to Agenda
Work Experience
As well as the standard tasks expected of a bartender at El Torito, I also was tasked with the regularly assistance in ;
-weekly inventory reports and organization.
- positions such as Waiter, Cocktail server, barback, and busser.

BARTENDER
Main task was to receive material and sort for individual customer orders, and help load material, as well as to display material for showroom. Learned skills from
- operating propane forlift to help customers load tile and slabs. - inventory and knowledge of materials +products sold in Arizona Tile. - properly and safely packaging material for transportaion.

WAREHOUSE MEMBER
Organized shift roles, and responsibilities, while supervising all operations, maintaining proper knowledge of procedures and standards.
- Managed daily reports, weekly deposits and coin orders . - Responsible for daily and weely inventory counts, deliveries .

SHIFT LEAD/ MANAGER
Personal Training, Workouts, Diets
Landscaping, Backyard remodeling
experience
Math: Tutoring, mathematical theories
and practical applications
Freehand sketching

INTERESTS
SKILLS

EDUCATION
CALIFORNIA BAPTIST 2025
Riverside, CA
LA QUINTA HIGH 2020
La Quinta, CA 4.3 GPA
BA. Architecture

COMPUTER MODELING PROGRAMS

FLUENT IN SPANISH

GRAPHIC DESIGN PROGRAMS

RENDERING PROGRAMS
Twinmotion Enscape
Revit
Sketchup
AutoCAD
Rhino
2025 FRAMING CREW LABORER

SOLAR SALES REPRESENTATIVE
-Learned fundamentals of solar energy systems and sales strategies -Conducted outreach and developed communication skills
-Assisted with site prep, removing supports, and cleanup for framing crew
-Maintained safety protocols and helped organize materials La Quinta, CA
Rancho Mirage, CA
San Bernardino, CA
Palm Desert, CA
Riverside, CA
Indio, CA Riverside, CA
Motivated and hardworking professional with hands-on experience in customer service, construction, and logistics. Skilled at learning quickly, adapting to different roles, and working with both teams and customers. Passionate about community service and long-term goals in housing, remodeling, and city development.

COMMUNITY INVOLVEMENT St. Francis of Assisi
La Quinta, CA
Cotino Project
El Torito
Arizona Tile
Sunrun
Carls. Jr
-Eucharistic Minister: Delivered communion to the sick and homebound -Altar Server & Master of Ceremonies: Supported and led liturgical services 2023
2025
2022
2023
2021
2022
2020
2023
Architecture Graduate

EMMANUEL SANCHEZ
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Emmanuel Sanchez

ARCHITECTURAL PORTFOLIO
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My name is Emmanuel, a first-generation student from Irapuato, Guanajuato, and a recent graduate with a Bachelor of Arts in Architecture from California Baptist University. My path has been shaped by resilience, curiosity, and a sincere desire to help others realize the spaces they truly need and imagine.

What draws me to architecture isn’t just the act of designing it’s the ability to listen, interpret, and translate people’s needs into something physical and lasting. I find fulfillment in working with others to clarify their ideas, often helping them understand what they want before they know how to express it.

In school, I explored design thinking, theory, and digital craft, communicating ideas through diagrams, models, and rendered visuals using Revit, AutoCAD, SketchUp, Rhino, Photoshop, Illustrator, and InDesign.

Outside of architecture, A variety of jobs such as bartending has taught me how to stay composed under pressure, connect with people quickly, and understand unspoken needs, skills I carry into every collaborative process. My time at Arizona Tile also gave me direct exposure to the materials, logistics, and physicality of construction, grounding my perspective in both detail and execution.

To me, architecture is a form of service — a chance to contribute something useful, thoughtful, and lasting to others. I hope to be part of work that is as intentional as it is impactful.

Thank you for taking the time to view my portfolio. I’d love the chance to help build what’s next — together.

Best,

ABOUT ME
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BIOGRAPHICAL SKETCH, INCLUDING EDUCATION, WORK EXPERIENCE, CIVIC INVOLVEMENT AND OTHER BACKGROUND. PLEASE BE SURE TO INCLUDE EXPERIENCES RELEVANT TO DUTIES OF THE POSITION YOU SEEK.

I bring a diverse background in real estate development, business operations, and civic involvement, with experience that aligns closely with the responsibilities of the Housing and Planning Board.

From 2018 to 2020, I was actively involved in the inner-city redevelopment of Calgary, Alberta, where I led the acquisition, design, and construction of duplex properties. These projects required hands-on coordination with city planners, architects, and contractors to ensure compliance with zoning regulations and community guidelines. I gained firsthand experience in infill development, site planning, and navigating municipal permitting processes and skills that directly translate to the work of this board.

Professionally, I have spent over a decade in business leadership roles, including owning and operating multi-unit franchise locations in the quick-service restaurant sector. This has provided me with a strong foundation in budgeting, long-term planning, and community engagement. I’ve also spearheaded several startup ventures in the food and beverage industry, including launching a plant-based beverage brand that emphasizes sustainable packaging and ethical sourcing.

Since relocating to La Quinta, I’ve taken a strong interest in contributing to thoughtful urban development that balances growth with livability. My experience in both Canadian and U.S. markets gives me a unique, cross-border perspective on housing trends, zoning challenges, and the importance of preserving community character while accommodating responsible expansion.

I am committed to supporting the City of La Quinta in planning for a vibrant, inclusive, and sustainable future, and I welcome the opportunity to bring my development and business experience to the Housing and Planning Board.

DESCRIBE YOUR KNOWLEDGE OF THE FUNCTIONS, REGULATIONS, ANDPROCEDURES OF THE BOARD, COMMISSION, OR COMMITTEE YOU ARE APPLYING FOR.

I understand that the Housing and Planning Board advises on land use, zoning, and development to ensure projects align with La Quinta’s General Plan and community goals. The Board reviews permits, subdivisions, and conducts public hearings. My experience with urban infill and working with planning departments has given me practical insight into these processes.

WHAT SPECIFIC ISSUES OR PROBLEMS FACE THIS BOARD, COMMISSION, OR COMMITTEE, AND DO YOU HAVE ANY SUGGESTIONS TO ADDRESS THOSE ISSUES OR PROBLEMS? One key issue facing the Board is how to attract and retain younger families in La Quinta. As a new parent, I’ve become more aware of school zoning challenges and the need for more family-friendly, affordable housing options. To support long-term growth, I believe we should prioritize walkable, mixed-use neighborhoods that appeal to young adults offering access to schools, coffee shops, and local attractions. Emphasizing sustainability, thoughtful density, and affordability can help position La Quinta as a vibrant, livable city for the next generation.
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WHAT SPECIFIC ATTITUDES, SKILLS AND/OR EXPERTISE DO YOU THINK YOU HAVE THAT WOULD ENHANCE THE WORK OF THE BOARD, COMMISSION, OR COMMITTEE? I bring a practical background in urban infill development, small business ownership, and long-term planning. My experience coordinating with city planners, managing budgets, and working with diverse stakeholders has strengthened my problem-solving and collaboration skills. As both a developer and a new parent, I offer a balanced perspective that values smart growth, community needs, and future-focused planning—qualities that can support the Board’s work in shaping La Quinta’s development. 118 CLICK HERE to Return to Agenda

JAI SINGH
___ ___
Summary
A driven and strategic multi-unit franchisee with a proven track record of success in business development, sales, and operations. Renowned for building and scaling businesses, optimizing performance, and driving sustained profitability. Expertise includes:
❑ Multi-Unit Franchise Leadership
❑ P&L Management & Financial Strategy
❑ Team Development & Coaching
❑ Operational Excellence & Process Optimization
❑ AI & Data-Driven Business Innovation
❑ Customer Experience & Brand Growth
❑ Marketing Strategy & Revenue Generation
❑ Vendor & Supplier Negotiations
Work Experience
Infinitas Holdings Inc. - Owner Calgary, AB 2011 - Present ❑ 14 years of multi-unit franchisee leadership within Mucho Burrito franchise system, a leading modern Mexican QSR brand demonstrating a proven track record of operational excellence, revenue growth, and team leadership across multiple locations.
❑ Spearheaded leadership and development of high-performing teams across multiple Mucho Burrito franchise locations, overseeing 30+ staff while cultivating a culture of accountability, efficiency, and continuous growth - driving strong employee retention, peak operational performance, and sustained revenue growth.
❑ Awarded "Rookie Franchisee of the Year" in my first year of business, recognized as the top-performing new franchisee across the entire system for outstanding leadership, operational excellence, and rapid business growth. ❑ Served as an Advisory Board Member (2012–2015), representing Southern Alberta Mucho Burrito locations, providing strategic insights, operational recommendations, and leadership to support franchise growth and system-wide improvements.
❑ Expanded revenue streams by building a thriving catering and online ordering business, while also developing a successful school fun lunch program that provided convenient meal options for students and generated additional funding for schools through a revenue-sharing model.
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Jai Singh
❑ Leveraged strong analytical skills in P&L management and financial reporting by developing custom Excel models that empowered store general managers to track and optimize unit economics, resulting in better cost control, improved decision-making, and increased overall profitability.
❑ Consistently drove operational excellence by ensuring strict compliance with company standards, health and safety regulations, and local policies resulting in multiple internal audit awards for operational excellence and cleanliness.

Maintained high-performing, well-run locations that set the benchmark for quality, safety, and efficiency within the franchise system.
❑ Leveraged AI-driven insights to optimize labor, customer behavior, and in-store operations, improving efficiency and profitability.

Nexen Inc. - Inside Sales Coordinator Calgary, AB 2008 - 2010 ❑ Assisted Energy Marketers with the procurement of natural gas & electricity within Western Canada for large commercial & industrial markets. ❑ Requested, loaded, and profiled customer data for energy marketers & agents. ❑ Developed marketing initiatives required to successfully attract and retain customers such as online marketing campaigns and website development. ❑ Worked closely with core management teams from legal, credit, sales, trading, and risk departments to ensure proper documentation of customer information. ❑ Profiled 30,000 data sites, recommended products to 400 participants, and created 223 contracts for the successful renewal of the Alberta Urban Municipalities Association (AUMA).
❑ Created discount models to payout and terminate various consultants. ❑ Received the 2009 employee recognition award for outstanding contribution.

Wells Fargo – Teller & Loan Service Specialist Phoenix, AZ 2006 – 2007 ❑ Efficiently processed customer requests from deposits through to transfers for numerous clients.
❑ Operated teller terminal and accurately recorded amounts received and prepared report of transactions.
❑ Exceeded all sale targets in rookie quarter, followed by top seller for the following three consecutive quarters.
❑ Achieved gold customer satisfaction results as reported by third party survey company.
❑ Promoted within the first year to Loan Servicing Specialist.

Education
Bachelor of Science in International Business (3.5/4.0 GPA) 2004 – 2008 Western International University - Phoenix, AZ
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Date: _______________

APPLICATION TO SERVE ON A CITY BOARD,

COMMISSION, OR COMMITTEE
NAME: ________________________________________________________ HOME ADDRESS: ________________
MAILING ADDRESS: ____________________________________________ (IF DIFFERENT THAN HOME ADDRESS)
EMAIL: ___________ FAX: ___________________
TELEPHONE: (HOME) __________________ (CELL) _______
IF EMPLOYED, LIST YOUR EMPLOYER AND POSITION(S) YOU HOLD:
_______________________________________________________________ _______________________________________________________________ BUSINESS ADDRESS: ___________________________________________ BUSINESS TELEPHONE: _________________________________________ LENGTH OF RESIDENCE IN LA QUINTA: ___________________________ ARE YOU REGISTERED TO VOTE IN LA QUINTA: YES ______ NO _____ BOARD / COMMISSION / COMMITTEE APPLYING FOR:
_______________________________________________________________

HAVE YOU EVER ATTENDED A MEETING OF THIS BOARD, COMMISSION, OR COMMITTEE? IF YES, WHEN AND HOW MANY?
_______________________________________________________________ _______________________________________________________________ 121 CLICK HERE to Return to Agenda

CITY OF LA QUINTA BOARD / COMMISSION / COMMITTEE APPLICATION

BIOGRAPHICAL SKETCH, INCLUDING EDUCATION, WORK EXPERIENCE, CIVIC INVOLVEMENT AND OTHER BACKGROUND. PLEASE BE SURE TO

INCLUDE EXPERIENCES RELEVANT TO DUTIES OF THE POSITION YOU SEEK.
_______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ 122 CLICK HERE to Return to Agenda

CITY OF LA QUINTA BOARD / COMMISSION / COMMITTEE APPLICATION

DESCRIBE YOUR KNOWLEDGE OF THE FUNCTIONS, REGULATIONS, AND

PROCEDURES OF THE BOARD, COMMISSION, OR COMMITTEE YOU ARE APPLYING FOR.
_______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________

WHAT SPECIFIC ISSUE OR PROBLEMS FACE THIS BOARD,

COMMISSION, OR COMMITTEE, AND DO YOU HAVE ANY SUGGESTIONS TO ADDRESS THOSE ISSUE OR PROBLEMS?
_______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________

WHAT SPECIFIC ATTITUDES, SKILLS AND/OR EXPERTISE DO YOU

THINK YOU HAVE WOULD ENHANCE THE WORK OF THE BOARD,
COMMISSION, OR COMMITTEE?
_______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________

IN ADDITION TO COMPLETING THE APPLICATION, YOU MAY ATTACH A CURRENT RESUME IF YOU WISH.

PLEASE RETURN THIS APPLICATION
VIA EMAIL, FAX, OR MAIL AS NOTED BELOW:

CITY OF LA QUINTA

CITY CLERK DEPARTMENT
78495 CALLE TAMPICO, LA QUINTA, CA 92253
TELEPHONE: (760) 777 – 7162 | FAX: (760) 777 – 7107
EMAIL: [email protected]

THANK YOU FOR YOUR WILLINGNESS TO SERVE
OUR LOCAL GOVERNMENT!
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Contact
Top Skills
Strategic Planning
Cross-functional Team Leadership
Product Management
John Thekkethala
Technology Manager, Team Builder & Product Evangelist
La Quinta, California, United States
Summary
Experienced Technologist and Entrepreneur seeking Volunteer Opportunities.

Experience
Stem-To-Stern Marine
Managing Director and Co-Founder
January 2021 - Present (4 years 6 months)
La Quinta, California, United States
Dell Technologies / SonicWall
Product Owner, Evangelist & Group Lead
2013 - 2020 (7 years)
Seattle, WA
Microsoft
Product Owner, Evangelist & Group Lead
2004 - 2013 (9 years)
Redmond, WA
Raytheon
Submarine Senior Systems Engineer
2002 - 2004 (2 years)
Portsmouth, RI
Natural Microsystems
Telecom & Internet - Principal Engineer
January 1995 - January 2001 (6 years 1 month)
Greater Boston
Woods Hole Oceanographic Institution
Ocean Research Engineer
September 1988 - September 1990 (2 years 1 month)

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Various Companies
Shipboard Marine Engineer
1981 - 1986 (5 years)
Education
University of Rhode Island
Master of Science (M.S.), Ocean Engineering
Marine Engineering And Research Institute (DMET), India Bachelor of Science - BS, Marine Engineering and Naval Architecture

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Date: _______________

APPLICATION TO SERVE ON A CITY BOARD,

COMMISSION, OR COMMITTEE
NAME: ________________________________________________________ HOME ADDRESS: ___________
MAILING ADDRESS: ____________________________________________ (IF DIFFERENT THAN HOME ADDRESS)
EMAIL: __ FAX: ___________________
TELEPHONE: (HOME) __________________ (CELL) _
IF EMPLOYED, LIST YOUR EMPLOYER AND POSITION(S) YOU HOLD:
_______________________________________________________________ _______________________________________________________________ BUSINESS ADDRESS: ___________________
BUSINESS TELEPHONE: _________________________
LENGTH OF RESIDENCE IN LA QUINTA: ___________________________ ARE YOU REGISTERED TO VOTE IN LA QUINTA: YES ______ NO _____ BOARD / COMMISSION / COMMITTEE APPLYING FOR:
_______________________________________________________________

HAVE YOU EVER ATTENDED A MEETING OF THIS BOARD, COMMISSION, OR COMMITTEE? IF YES, WHEN AND HOW MANY?
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CITY OF LA QUINTA BOARD / COMMISSION / COMMITTEE APPLICATION

BIOGRAPHICAL SKETCH, INCLUDING EDUCATION, WORK EXPERIENCE, CIVIC INVOLVEMENT AND OTHER BACKGROUND. PLEASE BE SURE TO

INCLUDE EXPERIENCES RELEVANT TO DUTIES OF THE POSITION YOU SEEK.
_______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________ 127 CLICK HERE to Return to Agenda

CITY OF LA QUINTA BOARD / COMMISSION / COMMITTEE APPLICATION

DESCRIBE YOUR KNOWLEDGE OF THE FUNCTIONS, REGULATIONS, AND

PROCEDURES OF THE BOARD, COMMISSION, OR COMMITTEE YOU ARE APPLYING FOR.
_______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________

WHAT SPECIFIC ISSUE OR PROBLEMS FACE THIS BOARD,

COMMISSION, OR COMMITTEE, AND DO YOU HAVE ANY SUGGESTIONS TO ADDRESS THOSE ISSUE OR PROBLEMS?
_______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________

WHAT SPECIFIC ATTITUDES, SKILLS AND/OR EXPERTISE DO YOU

THINK YOU HAVE WOULD ENHANCE THE WORK OF THE BOARD,
COMMISSION, OR COMMITTEE?
_______________________________________________________________ _______________________________________________________________ _______________________________________________________________ _______________________________________________________________

IN ADDITION TO COMPLETING THE APPLICATION, YOU MAY ATTACH A CURRENT RESUME IF YOU WISH.

PLEASE RETURN THIS APPLICATION
VIA EMAIL, FAX, OR MAIL AS NOTED BELOW:

CITY OF LA QUINTA

CITY CLERK DEPARTMENT
78495 CALLE TAMPICO, LA QUINTA, CA 92253
TELEPHONE: (760) 777 – 7162 | FAX: (760) 777 – 7107
EMAIL: [email protected]

THANK YOU FOR YOUR WILLINGNESS TO SERVE
OUR LOCAL GOVERNMENT!
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City of La Quinta
HOUSING AUTHORITY SPECIAL MEETING: June 17, 2025

STAFF REPORT
AGENDA TITLE: ADOPT RESOLUTION TO APPROVE FISCAL YEAR 2025/26 LA

QUINTA HOUSING AUTHORITY BUDGET

RECOMMENDATION
Adopt a Resolution of the La Quinta Housing Authority approving the fiscal year 2025/26 Housing Authority Budget.

EXECUTIVE SUMMARY
 Annually, the budget for the La Quinta Housing Authority is prepared and submitted for the Housing Authority’s review and approval.
 The Housing Commission reviewed and approved the Housing Authority’s Budget.  The Housing Fund (241) includes operating revenue of $1,666,000 and total expenditures of $1,709,533. The shortfall of $43,533 will be covered by fund balance (estimated at $11.4 million).
 The RDA Low-Mod Fund (243) recognizes loan repayments in unassigned reserves.

The loan repayment for 2025/26 will be $715,187. Expenditures for this fund total $325,000.
 Low/Moderate Bond Funds (249) are for the acquisition of real property and the evaluation of future affordable housing projects.

FISCAL IMPACT
Project expenditures for all Housing Funds are $2,184,533 with revenues of $2,597,187 (inclusive of the loan repayment). Twenty percent ($715,187) of the annual loan repayments from the Successor Agency are designated for housing (eighty percent goes to the General Fund).

BACKGROUND/ANALYSIS
The Housing Authority reviewed and commented on the proposed budget on June 3, 2025.

Staff provided an overview of the proposed budget to the Housing Commission on June 11, 2025. There were no further recommendations for adjustments from these study sessions.

Line item details for revenues and expenses are located in Exhibit A to the proposed Resolution.

BUSINESS SESSION ITEM NO. 2
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ALTERNATIVES
The Authority may further adjust the various appropriations.

Prepared by: Virginia Ortega, Finance Manager
Approved by: Claudia Martinez, Housing Authority Finance Director Jon McMillen, Housing Authority Executive Director
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RESOLUTION NO. HA 2025 – XXX

A RESOLUTION OF THE HOUSING AUTHORITY OF THE

CITY OF LA QUINTA, CALIFORNIA, APPROVING FISCAL
YEAR 2025/26 BUDGET
WHEREAS, each year the La Quinta Housing Authority adopts a Budget for Revenues and Expenditures for the upcoming Fiscal Year; and WHEREAS, the Housing Authority desires to make provisions for a level of services commensurate with the needs of the City; and
WHEREAS, the Housing Authority has reviewed said budget and has had several public meetings to receive public input; and
WHEREAS, the Housing Authority has, after due deliberation and consideration, made such amendments to the proposed budget as it considers desirable.

NOW, THEREFORE, BE IT RESOLVED by the La Quinta Housing Authority to adopt, as follows:

SECTION 1. The Fiscal Year 2025/26 Budget, which is on file with the La Quinta Housing Authority Secretary, is hereby approved.

SECTION 2. Budget adjustment procedures are approved as follows:

A. Additional appropriations and the transfer of cash or unappropriated fund balance from one fund to another shall be made only upon Housing Authority approval.

B. Transfers of budgeted appropriations between divisions or capital projects shall be made only upon Housing Authority approval.

C. Transfers of budgeted appropriations between accounts within a division or capital project may be made with the approval of the Executive Director or his designee.

D. Prior year budget continuing Appropriations and Encumbrances for unexpended capital project appropriations remaining from uncompleted prior year capital projects shall be made with Executive Director approval. These carry-over appropriations are for prior year Housing Authority approved capital projects and shall not exceed the approved project budget.

SECTION 3. The Executive Director shall render a monthly report on the status of City operations as it relates to the approved budget and any amendments thereto.

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Resolution No. HA 2025 - XXX
Budget Approval FY 2025/26
Adopted: June 17, 2025

PASSED, APPROVED, and ADOPTED at a special meeting of the La Quinta Housing Authority held on this 17th day of June 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
_________________________________
DEBORAH MCGARREY, Chairperson
La Quinta Housing Authority, California
ATTEST:
________________________________
MONIKA RADEVA, Authority Secretary
La Quinta Housing Authority, California
(AUTHORITY SEAL)
APPROVED AS TO FORM:
________________________________
WILLIAM H. IHRKE, Authority Attorney
La Quinta Housing Authority, California
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2025/26
Adopted Budget
City of La Quinta
Housing Authority

EXHIBIT A
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THIS PAGE INTENTIONALLY LEFT BLANK
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Housing Fund Revenues 2024/25
Original
2024/25
Current
Variance
Original vs.

Current
2025/26
Proposed
Variance
Current vs.

Adopted
% Change
241 - Housing Authority 1,452,000 1,452,000 - 1,666,000 214,000 15% 243 - RDA Low-Mod Housing 60,000 60,000 - 130,000 70,000 117% 249 - SA 2011 Low/Mod Bond 18,000 18,000 - 86,000 68,000 378% Total Revenues 1,530,000 1,530,000 - 1,882,000 352,000 23% RDA Loan Repayment 701,163 701,163 - 715,187 14,024
Total Operating Revenues 2,231,163 2,231,163 - 2,597,187 366,024 Housing Fund Expenditures 2024/25
Original
2024/25
Current
Variance
Original vs.

Current
2025/26
Proposed
Variance
Current vs.

Adopted
% Change
241 - Housing Authority 1,715,440 1,965,440 (255,907) 1,709,533 (255,907) -13% 243 - RDA Low-Mod Housing 250,000 350,000 (25,000) 325,000 (25,000) -7% 249 - SA 2011 Low/Mod Bond 250,000 657,003 (507,003) 150,000 (507,003) -77% Total Expenditures 2,215,440 2,972,443 (787,910) 2,184,533 (787,910) -27% Budget Surplus/(Deficit) 15,723 (741,280) 787,910 412,654 HOUSING AUTHORITY 2025/26 BUDGET SUMMARY
CITY OF LA QUINTA FY 2025/26 ADOPTED BUDGET 1 135 CLICK HERE to Return to Agenda 2023/24
Actuals
2024/25
Original Budget
2024/25
Current Budget
2024/25
YTD Activity*
2025/26
Proposed
25/26 vs.

Current 24/25
% Change in
Budget
241 - HOUSING AUTHORITY
9101 - Housing Authority - Admin
340 - Charges for Services
241-9101-42301 Miscellaneous Revenue 526 0 0 0 0 0 0%
340 - Charges for Services Totals: 526 0 0 0 0 0 0%
360 - Use of Money & Property
241-9101-41900 Allocated Interest 416,365 200,000 200,000 90,244 365,000 165,000 83% 241-9101-41910 GASB 31 Interest 165,958 0 0 157,153 0 0 0% 241-9101-41915 Non-Allocated Interest 0 1,000 1,000 0 0 (1,000) -100% 241-9101-42706 Loan Repayments 80,124 0 0 0 0 0 0%
241-9101-43504 2nd Trust Deed Repayments 148,869 100,000 100,000 11,300 100,000 0 0% 241-9101-45000 Sale of Other Assets 118,416 0 0 0 0 0 0% 360 - Use of Money & Property Totals: 929,732 301,000 301,000 258,697 465,000 164,000 54% 9101 - Housing Authority - Admin Totals: 930,258 301,000 301,000 258,697 465,000 164,000 54% 9103 - Housing Authority - LQRP
360 - Use of Money & Property
241-9103-43501 Miscellaneous Revenue/LQRP 200,000 0 0 0 0 0 0% 241-9103-43502 Rent Revenue/LQRP 351,454 350,000 350,000 274,928 350,000 0 0% 360 - Use of Money & Property Totals: 551,454 350,000 350,000 274,928 350,000 0 0% 9103 - Housing Authority - LQRP Totals: 551,454 350,000 350,000 274,928 350,000 0 0% 9104 - Dune Palms Mobile Estates
360 - Use of Money & Property
241-9104-42112 Rent Revenue/Tenant/Dune Palms 791,622 800,000 800,000 721,635 850,000 50,000 6% 241-9104-42302 Miscellaneous Revenue/Dune Palms 0 1,000 1,000 0 1,000 0 0% 360 - Use of Money & Property Totals: 791,622 801,000 801,000 721,635 851,000 50,000 6% 9104 - Dune Palms Mobile Estates Totals: 791,622 801,000 801,000 721,635 851,000 50,000 6% 241 - HOUSING AUTHORITY Totals: 2,273,334 1,452,000 1,452,000 1,255,260 1,666,000 214,000 15% 243 - RDA LOW-MOD HOUSING FUND
0000 - Undesignated
360 - Use of Money & Property
243-0000-41900 Allocated Interest 143,666 60,000 60,000 31,085 130,000 70,000 117% 243-0000-41910 GASB 31 Interest 45,354 0 0 58,226 0 0 0% 360 - Use of Money & Property Totals: 189,020 60,000 60,000 89,311 130,000 70,000 117% 370 - Miscellaneous
243-0000-48500 Extraordinary Gain 68,161 0 0 0 0 0 0%
370 - Miscellaneous Totals: 68,161 0 0 0 0 0 0%
0000 - Undesignated Totals: 257,181 60,000 60,000 89,311 130,000 70,000 117% 24243 - RDA LOW-MOD HOUSING FUND Totals: 257,181 60,000 60,000 89,311 130,000 70,000 117% 526 0 0 0 0 0
526 0 0 0 0 0
416,365 200,000 200,000 90,244 365,000 165,000
165,958 0 0 157,153 0 0
0 1,000 1,000 0 0 (1,000)
80,124 0 0 0 0 0
148,869 100,000 100,000 11,300 100,000 0
118,416 0 0 0 0 0
929,732 301,000 301,000 258,697 465,000 164,000
930,258 301,000 301,000 258,697 465,000 164,000
200,000 0 0 0 0 0
351,454 350,000 350,000 274,928 350,000 0
551,454 350,000 350,000 274,928 350,000 0
551,454 350,000 350,000 274,928 350,000 0
791,622 800,000 800,000 721,635 850,000 50,000
0 1,000 1,000 0 1,000 0
791,622 801,000 801,000 721,635 851,000 50,000
791,622 801,000 801,000 721,635 851,000 50,000
2,273,334 1,452,000 1,452,000 1,255,260 1,666,000 214,000 143,666 60,000 60,000 31,085 130,000 70,000
45,354 0 0 58,226 0 0
189,020 60,000 60,000 89,311 130,000 70,000
68,161 0 0 0 0 0
68,161 0 0 0 0 0
257,181 60,000 60,000 89,311 130,000 70,000
257,181 60,000 60,000 89,311 130,000 70,000
CITY OF LA QUINTA HOUSING AUTHORITY REVENUE DETAIL FY 2025/26 ADOPTED BUDGET 2 136 CLICK HERE to Return to Agenda
2023/24
Actuals
2024/25
Original Budget
2024/25
Current Budget
2024/25
YTD Activity*
2025/26
Proposed
25/26 vs.

Current 24/25
% Change in
Budget
249 - SA 2011 LOW/MOD BOND FUND (Refinanced in 2016)
0000 - Undesignated
340 - Charges for Services
249-0000-42301 Miscellaneous Revenue 0 0 0 4,483 0 0 0% 340 - Charges for Services Totals: 0 0 0 4,483 0 0 0%
360 - Use of Money & Property
249-0000-41900 Allocated Interest 4,616 3,000 3,000 0 0 (3,000) -100% 249-0000-41910 GASB 31 Interest 23,261 0 0 7,840 0 0 0% 249-0000-41915 Non-Allocated Interest 86,083 15,000 15,000 75,125 86,000 71,000 473% 360 - Use of Money & Property Totals: 113,960 18,000 18,000 82,965 86,000 68,000 378% 390 - Other Financing Sources
249-0000-49500 Transfers In 1,387,009 0 0 0 0 0 0%
390 - Other Financing Sources Totals: 1,387,009 0 0 0 0 0 0% 0000 - Undesignated Totals: 1,500,969 18,000 18,000 87,447 86,000 68,000 378% W/M249 BOND FUND (Refinanced in 2016) Totals: 1,500,969 18,000 18,000 87,447 86,000 68,000 378% 0 0 0 4,483 0 0
0 0 0 4,483 0 0
4,616 3,000 3,000 0 0 (3,000)
23,261 0 0 7,840 0 0
86,083 15,000 15,000 75,125 86,000 71,000
113,960 18,000 18,000 82,965 86,000 68,000
1,387,009 0 0 0 0 0
1,387,009 0 0 0 0 0
1,500,969 18,000 18,000 87,447 86,000 68,000
1,500,969 18,000 18,000 87,447 86,000 68,000
CITY OF LA QUINTA HOUSING AUTHORITY REVENUE DETAIL FY 2025/26 ADOPTED BUDGET The Housing Authority budget invests in programs and projects that preserve and increase the supply of affordable housing in the City. 241 Housing Authority Fund: Second Trust Deed Payments and Home Sale Proceeds vary from year-to-year. Additional repayment of silent second trust deeds are recognized upon receipt.
241-9101-45000, Sale of Other Assets revenues in FY 2023/24 reflect the purchase and sale agreement between the City of La Quinta and the La Quinta Housing Autho for vacant parcels to be used for future low/moderate affordable housing. 243 RDA Low-Mod Housing Fund: The 2025/26 former Redevelopment Agency loan repayment of $715,187 will be recognized in reserves within this Fund. 249 Successor Agency (SA) 2011 Low/Mod Bund Fund: In FY 2023/24, fund was used for the acquisition of the vacant property located west of the Home Depot Center on Highway 111, on the northeast corner of Highway 111 and Dune Palms Road proposed to be developed as an affordable housing development with a connecting thoroughfare to CV Link. Remaining bond funds continue to earn interest and are available for future housing projects. 3 137 CLICK HERE to Return to Agenda
2023/24
Actuals
2024/25
Original Budget
2024/25
Current Budget
2024/25
YTD Activity*
2025/26
Proposed Budget
25/26 vs.

Current 24/25
% Change
in Budget
241 - HOUSING AUTHORITY
9101 - Housing Authority - Admin
50 - Salaries and Benefits
241-9101-50101 Permanent Full Time 308,362 322,000 322,000 312,250 352,600 30,600 10% 241-9101-50105 Salaries - Overtime 58 0 0 111 0 0 0%
241-9101-50110 Commissions & Boards 500 1,800 1,800 450 1,800 0 0% 241-9101-50150 Other Compensation 145 200 200 131 200 0 0% 241-9101-50200 PERS-City Portion 27,150 31,200 31,200 27,685 32,500 1,300 4% 241-9101-50215 Other Fringe Benefits 4,875 3,640 3,640 9,085 9,380 5,740 158% 241-9101-50221 Medical Insurance 53,229 70,000 70,000 48,442 70,900 900 1% 241-9101-50222 Vision Insurance 455 0 0 419 0 0 0%
241-9101-50223 Dental Insurance 2,747 0 0 2,333 0 0 0%
241-9101-50224 Life Insurance 175 0 0 166 0 0 0%
241-9101-50225 Long Term Disability 1,764 2,000 2,000 1,920 2,300 300 15% 241-9101-50230 Workers Comp Insurance 13,400 13,400 13,400 10,050 12,300 (1,100) -8% 241-9101-50240 Social Security-Medicare 4,479 4,800 4,800 4,536 5,200 400 8% 241-9101-50241 Social Security-FICA 56 0 0 59 0 0 0%
50 - Salaries and Benefits Totals: 417,394 449,040 449,040 417,636 487,180 38,140 8% 60 - Contract Services
241-9101-60103 Professional Services 75,228 75,000 75,000 94,672 110,000 35,000 47% 241-9101-60106 Auditors 5,000 5,000 5,000 5,000 5,000 0 0% 241-9101-60153 Attorney 33,905 25,000 25,000 26,538 25,000 0 0% 241-9101-60157 Rental Expenses 200,000 0 0 0 0 0 0%
60 - Contract Services Totals: 314,133 105,000 105,000 126,210 140,000 35,000 33% 62 - Maintenance & Operations
241-9101-60320 Travel & Training 467 1,000 1,000 0 1,000 0 0% 241-9101-60420 Operating Supplies 734 2,000 2,000 987 2,000 0 0% 62 - Maintenance & Operations Totals: 1,201 3,000 3,000 987 3,000 0 0% 69 - Internal Service Charges
241-9101-91843 Property & Crime Insurance 9,300 9,300 9,300 6,975 9,600 300 3% 241-9101-91844 Earthquake Insurance 18,200 18,200 18,200 13,650 18,453 253 1% 241-9101-98110 Information Tech Charges 80,900 80,900 80,900 60,675 101,300 20,400 25% 69 - Internal Service Charges Totals: 108,400 108,400 108,400 81,300 129,353 20,953 19% 9101 - Housing Authority - Admin Totals: 841,128 665,440 665,440 626,133 759,533 94,093 14% 9103 - Housing Authority - LQRP
62 - Maintenance & Operations
241-9103-60157 Rental Expenses 379,320 350,000 350,000 235,421 350,000 0 0% 62 - Maintenance & Operations Totals: 379,320 350,000 350,000 235,421 350,000 0 0% 9103 - Housing Authority - LQRP Totals: 379,320 350,000 350,000 235,421 350,000 0 0% 308,362 322,000 322,000 312,250 352,600 30,600
58 0 0 111 0 0
500 1,800 1,800 450 1,800 0
145 200 200 131 200 0
27,150 31,200 31,200 27,685 32,500 1,300
4,875 3,640 3,640 9,085 9,380 5,740
53,229 70,000 70,000 48,442 70,900 900
455 0 0 419 0 0
2,747 0 0 2,333 0 0
175 0 0 166 0 0
1,764 2,000 2,000 1,920 2,300 300
13,400 13,400 13,400 10,050 12,300 (1,100)
4,479 4,800 4,800 4,536 5,200 400
56 0 0 59 0 0
417,394 449,040 449,040 417,636 487,180 38,140
75,228 75,000 75,000 94,672 110,000 35,000
5,000 5,000 5,000 5,000 5,000 0
33,905 25,000 25,000 26,538 25,000 0
200,000 0 0 0 0 0
314,133 105,000 105,000 126,210 140,000 35,000
467 1,000 1,000 0 1,000 0
734 2,000 2,000 987 2,000 0
1,201 3,000 3,000 987 3,000 0
9,300 9,300 9,300 6,975 9,600 300
18,200 18,200 18,200 13,650 18,453 253
80,900 80,900 80,900 60,675 101,300 20,400
108,400 108,400 108,400 81,300 129,353 20,953
841,128 665,440 665,440 626,133 759,533 94,093
379,320 350,000 350,000 235,421 350,000 0
379,320 350,000 350,000 235,421 350,000 0
379,320 350,000 350,000 235,421 350,000 0
CITY OF LA QUINTA HOUSING AUTHORITY EXPENSE DETAILS FY 2025/26 ADOPTED BUDGET 4 138 CLICK HERE to Return to Agenda 2023/24
Actuals
2024/25
Original Budget
2024/25
Current Budget
2024/25
YTD Activity*
2025/26
Proposed Budget
25/26 vs.

Current 24/25
% Change
in Budget
9104 - Dune Palms Mobile Estates
60 - Contract Services
241-9104-60103 Professional Services 116,883 100,000 100,000 96,938 100,000 0 0% 241-9104-60157 Rental Expense 428,068 400,000 400,000 356,671 400,000 0 0% 241-9104-60159 Relocation/Temp Housing 0 0 0 2,381 0 0 0% 60 - Contract Services Totals: 544,952 500,000 500,000 455,990 500,000 0 0% 68 - Capital Expenses
241-9104-72110 Building/Site Improvements 99,064 200,000 450,000 10,716 100,000 (350,000) -78% 68 - Capital Expenses Totals: 99,064 200,000 450,000 10,716 100,000 (350,000) -78% 9104 - Dune Palms Mobile Estates Totals: 644,015 700,000 950,000 466,706 600,000 (350,000) -37% 241 - HOUSING AUTHORITY Totals: 1,864,463 1,715,440 1,965,440 1,328,261 1,709,533 (255,907) -13% 116,883 100,000 100,000 96,938 100,000 0
428,068 400,000 400,000 356,671 400,000 0
0 0 0 2,381 0 0
544,952 500,000 500,000 455,990 500,000 0
99,064 200,000 450,000 10,716 100,000 (350,000)
99,064 200,000 450,000 10,716 100,000 (350,000)
644,015 700,000 950,000 466,706 600,000 (350,000)
1,864,463 1,715,440 1,965,440 1,328,261 1,709,533 (255,907) CITY OF LA QUINTA HOUSING AUTHORITY EXPENSE DETAILS FY 2025/26 ADOPTED BUDGET 241 Housing Authority Fund: These funds are used to account for the housing activities of the Housing Authority which are to promote and provide quality affordable housing.
5 139 CLICK HERE to Return to Agenda
Fund: 241 - HOUSING AUTHORITY
241-9101-50101 Permanent Full Time 352,600.00
20% - City Manager (80% City Manager)
10% - Finance Director (90% Finance)
10% - City Clerk Director (90% City Clerk)
40% - Director- Business Unit & Housing Development (60%City Manager) 60% - Sr. Management Analyst (40% Information Technology Fund) 60% - Management Specialist (40% City Manager)
80% - Administrative Technician (20% City Manager)
Housing Authority Member Stipends (5)
Housing Commissioner Stipends
241-9101-60103 Professional Services 110,000.00
Housing compliance services
241-9101-60320 Travel & Training 1,000.00
For housing related training and staff development
241-9103-60157 Rental Expenses 350,000.00
Expenses associated with 28 homes owned by the Authority which are located in the La Quinta Cove
241-9104-60103 Professional Services 100,000.00
For residential property management services at Dune Palms Mobile Estates
241-9104-60157 Rental Expense 400,000.00
Expenses associated with 102 units owned by the Authority which are located in North La Quinta
CITY OF LA QUINTA HOUSING AUTHORITY EXPENSE NOTES FY 2025/26 ADOPTED BUDGET 6 140 CLICK HERE to Return to Agenda 2023/24
Actuals
2024/25
Original Budget
2024/25
Current Budget
2024/25
YTD Activity*
2025/26
Proposed Budget
25/26 vs.

Current 24/25
% Change
in Budget
243 - RDA LOW-MOD HOUSING FUND
0000 - Undesignated
64 - Other Expenses
243-0000-60532 Homelessness Assistance 250,000 250,000 350,000 300,800 325,000 (25,000) -7% 64 - Other Expenses Totals: 250,000 250,000 350,000 300,800 325,000 (25,000) -7% 0000 - Undesignated Totals: 250,000 250,000 350,000 300,800 325,000 (25,000) -7% 24243 - RDA LOW-MOD HOUSING FUND Totals: 250,000 250,000 350,000 300,800 325,000 (25,000) -7% 250,000 250,000 350,000 300,800 325,000 (25,000)
250,000 250,000 350,000 300,800 325,000 (25,000)
250,000 250,000 350,000 300,800 325,000 (25,000)
250,000 250,000 350,000 300,800 325,000 (25,000)
CITY OF LA QUINTA HOUSING AUTHORITY EXPENSE DETAILS FY 2025/26 ADOPTED BUDGET 243 RDA Low-Mod Housing Fund: The 2025/26 former Redevelopment Agency loan repayment of $715,187 will be recognized in reserves within this Fund. These funds are used to account for the housing activities of the Housing Authority which are to promote and provide quality affordable housing. 7 141 CLICK HERE to Return to Agenda
2023/24
Actuals
2024/25
Original Budget
2024/25
Current Budget
2024/25
YTD Activity*
2025/26
Proposed Budget
25/26 vs.

Current 24/25
% Change
in Budget
249 - SA 2011 LOW/MOD BOND FUND (Refinanced in 2016)
0000 - Undesignated
68 - Capital Expenses
249-0000-74010 Land Acquisition 3,587,121 0 0 0 0 0 0%
249-0000-80050 Affordable Housing Project Development900 250,000 657,003 746,407 150,000 (507,003) -77% 68 - Capital Expenses Totals: 3,588,021 250,000 657,003 746,407 150,000 (507,003) -77% 0000 - Undesignated Totals: 3,588,021 250,000 657,003 746,407 150,000 (507,003) -77% W/M249 BOND FUND (Refinanced in 2016) Totals: 3,588,021 250,000 657,003 746,407 150,000 (507,003) -77% 3,587,121 0 0 0 0 0
900 250,000 657,003 746,407 150,000 (507,003)
3,588,021 250,000 657,003 746,407 150,000 (507,003)
3,588,021 250,000 657,003 746,407 150,000 (507,003)
3,588,021 250,000 657,003 746,407 150,000 (507,003)
CITY OF LA QUINTA HOUSING AUTHORITY EXPENSE DETAILS FY 2025/26 ADOPTED BUDGET 249 Successor Agency Bond Fund: These funds are restricted per individual bond covenants and were used for the acquisition of the vacant propoerty located west of the Home Depot Center on Highway 111, on the northeast corner of Highway 111 and Dune Palms Road. This property is proposed to be developed as an affordable housing development with a connecting thoroughfare to CV Link. Remaining funds are available for future housing projects. For FY 2025/26, budget will be used for investment in design and development of projects. 8 142 CLICK HERE to Return to Agenda
CITY COUNCIL MINUTES Page 1 of 10 JUNE 3, 2025

CITY COUNCIL

MINUTES
TUESDAY, JUNE 3, 2025

CALL TO ORDER
A regular meeting of the La Quinta City Council was called to order at 3:00 p.m. by Mayor Evans.

PRESENT: Councilmembers Fitzpatrick, McGarrey, Peña, Sanchez, and Mayor Evans ABSENT: None
PUBLIC COMMENT ON MATTERS NOT ON THE AGENDA – None

CONFIRMATION OF AGENDA
City Clerk Radeva said a HAND-OUT was distributed noting the total compensation under Consent Calendar Item No. 6 related to the proposed agreement with Vintage Electric for on-call electrical services, listed on page 81 of the agenda packet, was revised from $2,100,000 million to $300,000 dollars per fiscal year, to match the correct compensation listed in the staff report and Exhibit B of the agreement.

Mayor Evans said she will comment on Consent Calendar Item No. 4.

Council concurred.

CLOSED SESSION

1. CONFERENCE WITH LABOR NEGOTIATORS PURSUANT TO GOVERNMENT CODE SECTION 54957.6; CITY DESIGNATED REPRESENTATIVE: CARLA TRIPLETT, HUMAN RESOURCES DEPUTY DIRECTOR; AND EMPLOYEE ORGANIZATION: LA QUINTA CITY EMPLOYEES’ ASSOCIATION

2. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION; PURSUANT TO PARAGRAPH (1) OF SUBDIVISION (d) OF GOVERNMENT CODE SECTION 54956.9;
NAME OF CASE: CITY OF LA QUINTA V. SILVERROCK DEVELOPMENT COMPANY, ET AL. (RIVERSIDE COUNTY SUP. CT. CASE NO. CVPS2404750)

3. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION; PURSUANT TO PARAGRAPH (1) OF SUBDIVISION (d) OF GOVERNMENT CODE SECTION 54956.9;
CASES NAMES AND NUMBERS – MULTIPLE (listed below, all in U.S.

Bankruptcy Court, District of Delaware)
CONSENT CALENDAR ITEM NO. 1 143 CLICK HERE to Return to Agenda CITY COUNCIL MINUTES Page 2 of 10 JUNE 3, 2025
CASE NAME: CASE NUMBER
SilverRock Development Company, LLC 24-11647
SilverRock Lifestyle Residences, LLC 24-11648
SilverRock Lodging, LLC 24-11650
SilverRock Luxury Residences, LLC 24-11652
SilverRock Phase I, LLC 24-11654
RGC PA 789, LLC 24-11657

COUNCIL RECESSED THE OPEN SESSION PORTION OF THE MEETING AND MOVED INTO CLOSED SESSION AT 3:03 P.M.

MAYOR EVANS RECONVENED THE OPEN SESSION PORTION OF THE CITY COUNCIL MEETING AT 4:01 P.M. WITH ALL MEMBERS PRESENT
REPORT ON ACTION(S) TAKEN IN CLOSED SESSION:

City Attorney Ihrke reported the following pursuant to Government Code section 54957.1 (Brown Act).
 CLOSED SESSION ITEM NO. 1 – no reportable action;
 CLOSED SESSION ITEM NO. 2 – no reportable action;
 CLOSED SESSION ITEM NO. 3 – no reportable action; and Council’s authorization remains in place for the City Attorney, in coordination with the City Attorney’s Office and Special Counsel, to defend and protect the interests of the City in the multiple bankruptcy cases filed by SilverRock Development Company and its responsive affiliates as reported out for Closed Session Item No. 2 from the August 6, 2024, Council meeting.

PLEDGE OF ALLEGIANCE
Councilmember Sanchez led the audience in the Pledge of Allegiance.

PUBLIC COMMENT ON MATTERS NOT ON THE AGENDA
PUBLIC SPEAKER: Alena Callimanis, La Quinta – Program Coordinator with the Read with Me volunteer program, which assists children from low income, limited English speaking environments to develop to their fullest potential by learning to read, comprehend, and speak English; provided an update on the volunteer program; books distributions to children; collaborations with schools in La Quinta; thanked the City for its support and assistance in promoting the program through publications and advertisements; and noted information on the volunteer program is available at https://www.readwithmevolunteer.org/.

PUBLIC SPEAKER: Ryan Sheppard, La Quinta – described uses of the Flock license plate reader camera systems by outside agencies including immigration agencies without warrants; asked that access to La Quinta’s system be used locally only – no access 144 CLICK HERE to Return to Agenda
CITY COUNCIL MINUTES Page 3 of 10 JUNE 3, 2025
permitted to other agencies; and the system has near limitless potential for public surveillance which erodes citizen privacy.

PUBLIC SPEAKER: Laurel Huiras, La Quinta – wishes to distribute at City events, or other means recommended by Council, note cards with images of watercolor prints from the estate of Colonel Mitchell Paige.

Mayor Evans said that staff would work with Ms. Huiras to determine what can be done.

City Clerk Radeva said WRITTEN PUBLIC COMMENTS were received from La Quinta resident Mary Mann requesting halting the building of the wildlife fence along the Santa Rosa Mountains per the Club at Coral Mountain Specific Plan 2003-067, Amendment 5, and providing general comments regarding this development, which were distributed to Council, made public, published on the City’s website, and included in the public record of this meeting.

ANNOUNCEMENTS, PRESENTATIONS AND WRITTEN COMMUNICATIONS

1. SILVERROCK (FORMERLY TALUS) DEVELOPMENT PROJECT – STATUS UPDATE
City Attorney Ihrke said on August 5, 2024, SilverRock Development Company LLC and its affiliates (debtors), collectively referred to as “SDC,” voluntarily petitioned for Chapter 11 bankruptcy in U.S. Bankruptcy Court in Delaware; and per Council’s direction and approval, the City retained Special Counsel who has continuously been working with the City Manager and City Attorney throughout these proceedings. Prior Announcements regarding the bankruptcy case are available on the City’s website at www.laquintaca.gov/talus.

Mr. Ihrke noted there were no new updates to be reported on the bankruptcy cases as there have been no hearings held in open court since the last update provided at the May 20, 2025, Council meeting.

Regarding the bankruptcy process, pursuant to prior U.S. Bankruptcy Court authorizations, and as previously announced, the Chief Restructuring Officer (CRO) retained Jones, Land, LaSalle (JLL) to provide marketing services for the project to secure a future developer. Multiple meetings have been held between the debtors, CRO, City, and their respective representatives, pursuant to the Court-approved Bid Procedures (March 2025), related to a Court deadline (May 30, 2025), whereby the debtors will request the Court to approve what is known as a “stalking horse,” which in the bankruptcy context generally means a party that is incentivized to submit a bid to buy the debtors estate. However, being selected as a stalking horse is not a guaranty that this party will ultimately be the successful bidder or developer, as the Court-approved process allows for other potential buyers and developers to submit bids and proposals after a stalking horse is selected.
145
CITY COUNCIL MINUTES Page 3 of 10 JUNE 3, 2025
permitted to other agencies; and the system has near limitless potential for public surveillance which erodes citizen privacy.

PUBLIC SPEAKER: Laurel Huiras, La Quinta – wishes to distribute at City events, or other means recommended by Council, note cards with images of watercolor prints from the estate of General Mitchell Paige.

Mayor Evans said that staff would work with Ms. Huiras to determine what can be done.

City Clerk Radeva said WRITTEN PUBLIC COMMENTS were received from La Quinta resident Mary Mann requesting halting the building of the wildlife fence along the Santa Rosa Mountains per the Club at Coral Mountain Specific Plan 2003-067, Amendment 5, and providing general comments regarding this development, which were distributed to Council, made public, published on the City’s website, and included in the public record of this meeting.

ANNOUNCEMENTS, PRESENTATIONS AND WRITTEN COMMUNICATIONS

1. SILVERROCK (FORMERLY TALUS) DEVELOPMENT PROJECT – STATUS UPDATE
City Attorney Ihrke said on August 5, 2024, SilverRock Development Company LLC and its affiliates (debtors), collectively referred to as “SDC,” voluntarily petitioned for Chapter 11 bankruptcy in U.S. Bankruptcy Court in Delaware; and per Council’s direction and approval, the City retained Special Counsel who has continuously been working with the City Manager and City Attorney throughout these proceedings. Prior Announcements regarding the bankruptcy case are available on the City’s website at www.laquintaca.gov/talus.

Mr. Ihrke noted there were no new updates to be reported on the bankruptcy cases as there have been no hearings held in open court since the last update provided at the May 20, 2025, Council meeting.

Regarding the bankruptcy process, pursuant to prior U.S. Bankruptcy Court authorizations, and as previously announced, the Chief Restructuring Officer (CRO) retained Jones, Land, LaSalle (JLL) to provide marketing services for the project to secure a future developer. Multiple meetings have been held between the debtors, CRO, City, and their respective representatives, pursuant to the Court-approved Bid Procedures (March 2025), related to a Court deadline (May 30, 2025), whereby the debtors will request the Court to approve what is known as a “stalking horse,” which in the bankruptcy context generally means a party that is incentivized to submit a bid to buy the debtors estate. However, being selected as a stalking horse is not a guaranty that this party will ultimately be the successful bidder or developer, as the Court-approved process allows for other potential buyers and developers to submit bids and proposals after a stalking horse is selected.
145 CLICK HERE to Return to Agenda
CITY COUNCIL MINUTES Page 4 of 10 JUNE 3, 2025
Note: The next Omnibus Hearing date before the U.S. Bankruptcy Court is set for June 24, 2025.

2. LA QUINTA ART CELEBRATION (LQAC) – NOVEMBER 2024 AND MARCH 2025 EVENT SUMMARY PRESENTATION BY EVENT PRODUCER PAUL

ANDERSON WITH SCOPE EVENTS
Chief Executive Officer Paul Anderson with SCOPE Events, LLC, event producer of the LQAC gave a brief presentation on the success of the events; amazing volunteers; new London promotion company; artists have rated the March 2025 show number one in the country; artists’ and patrons’ comments and feedback; and new artist portal to sign up for the LQAC events.

CONSENT CALENDAR

1. APPROVE COUNCIL MEETING MINUTES DATED MAY 20, 2025

2. ADOPT ORDINANCE NO. 623 ON SECOND READING ADDING CHAPTER

11.46 TO TITLE 11 OF THE LA QUINTA MUNICIPAL CODE RELATED TO

REGULATING UNAUTHORIZED CAMPING WITHIN THE CITY

3. ADOPT RESOLUTIONS TO: (A) APPROVE PRELIMINARY FISCAL YEAR 2025/26 ENGINEER’S ANNUAL LEVY REPORT FOR LANDSCAPE AND LIGHTING ASSESSMENT DISTRICT 89-1, AND (B) DECLARE INTENT TO

LEVY ANNUAL ASSESSMENTS FOR LANDSCAPE AND LIGHTING
ASSESSMENT DISTRICT 89-1 [RESOLUTION NOS. 2025-012 AND 2025-013]

4. APPROPRIATE FUNDING FOR THE SIGNAL AND CROSSWALK
IMPROVEMENTS PROJECT NO. 2024-18 AND INCREASE ST. FRANCIS

SPENDING AUTHORITY

5. AWARD CONTRACT TO ROY ALLAN SLURRY SEAL, INC FOR FISCAL YEAR 2024/25 PAVEMENT MANAGEMENT PLAN SLURRY SEAL IMPROVEMENTS PROJECT NO. 2024-03 FOR THE COVE AREA

6. APPROVE AGREEMENT FOR CONTRACT SERVICES WITH VINTAGE ELECTRIC FOR ON-CALL ELECTRICAL SERVICES PROJECT NO. 2024-25

7. APPROVE AGREEMENT FOR CONTRACT SERVICES WITH OCEAN

SPRINGS TECH, INC FOR POOL AND WATER FEATURE MAINTENANCE PROJECT NO. 2024-24; AND AUTHORIZE THE PUBLIC WORKS
DEPARTMENT TO UTILIZE THIS VENDOR AS SELECT SOURCE FOR ONCALL SERVICES

8. RECEIVE AND FILE REVENUE AND EXPENDITURE REPORT DATED MARCH 31, 2025
146 CLICK HERE to Return to Agenda
CITY COUNCIL MINUTES Page 5 of 10 JUNE 3, 2025

9. RECEIVE AND FILE THIRD QUARTER FISCAL YEAR 2024/25 TREASURY REPORTS FOR JANUARY, FEBRUARY, AND MARCH 2025

10. APPROVE DEMAND REGISTERS DATED MAY 9 AND 16, 2025
CONSENT CALENDAR – COMMENTS
ITEM NO. 6: Mayor Evans said a HAND-OUT was distributed, as announced under Confirmation of Agenda section above, noting the compensation amount listed on page 81 of the agenda packet, was revised from $2,100,000 million to $300,000 dollars per fiscal year, to match the correct compensation listed in the staff report and Exhibit B of the agreement.

ITEM NO. 4: Mayor Evans said during budget discussions, staff will need to note how the unbudgeted $700,000 in signal and crosswalks improvements will be funded.

MOTION – A motion was made and seconded by Councilmembers Fitzpatrick/McGarrey to approve the Consent Calendar as amended, with Item No. 2 adopting Ordinance No. 623, and Item No. 3 adopting Resolution Nos. 2025-012 and 2025-013. Motion passed unanimously.

BUSINESS SESSION

1. APPROVE THIRD ROUND COMMUNITY SERVICES GRANTS FOR FISCAL YEAR 2024/25
Community Services Deputy Director Calderon and Senior Management Analyst Calderon presented the staff report, which is on file in the Clerk’s Office.

The Community Services Ad-Hoc Committee, comprised of Councilmember Sanchez and Mayor Evans, explained they did not recommend grant funding for the Colonel Mitchel Paige Middle School mural project proposed by the Desert Sands Educational Foundation due to it not being directly focused on benefiting students; murals have been declined in the past and the City does not want to set a precedent regarding mural or other arts projects funding instead of programs for residents.

Council discussed the approval process for public facing murals in La Quinta, and that there is currently no requirement for such murals to be reviewed and approved through the City’s Art in Public Places (APP) program; other cities mural approval process; Council’s desire to establish an approval through the City for future public facing murals, regardless whether they are on public or private property; and mural opportunities along CV Link project.
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CITY COUNCIL MINUTES Page 6 of 10 JUNE 3, 2025
The following PUBLIC SPEAKERS, listed in the order in which they spoke, provided an overview of the objectives, services, and programs their respective organizations offer to the community:
 Reynaldo J. Carreon MD Foundation – President Marcelino Maldonado of Dr.

Carreon Foundation
 Desert Sands Educational Foundation (Colonel Mitchell Paige Middle School) – Director of Community Engagement Francinni Zabata, Principal Nicole Aguirre, and Assistant Principal Brooke Triplett
Council discussed other projects the Desert Sands Educational Foundation has underway, as well as Colonel Mitchell Paige Middle School Booster Club that might be eligible for grant funding by the City; upcoming Community Services grant funding opportunities; and expressed general support for awarding the foundation a $500 dollar starter grant tonight subject to the foundation submitting supporting paperwork to the City.  La Quinta Youth Sprots Association – Desert Shockers – Coach Marcos Zacarias  Big Brothers Big Sisters of the Desert – Fund Development Associate Michele McDonough
 Boy Scouts of America Troop 451 – Scout Member Isabel Campos  Children’s Discovery Museum of the Desert – CEO Cindy Burreson  Friends of the Cultural Center – McCallum Theatre – Vice President – Education Kajsa Thuresson-Frary, Vice President – Education
 Parkinson’s Resource Organization – Executive Director Eileen Lynch  Green Room Theatre Company – Executive Artistic Director David Catanzarite  Tools for Tomorrow – Executive Director Andrea Hecht
HAND-OUTS were received from the organizations listed below, which were distributed to Council, made public, published on the City’s website, and included in the public record of this meeting:
 Green Room Theatre, Coachella Valley; Artistic Director David Catanzarite – Strategic Plan 2023-2028
 Desert Sands Educational Foundation; Principal Nicole Aguirre – Colonel Mitchell Paige Middle School Reimagine Project overview
 McCallum Theatre; Vice President – Education Kajsa Thuresson-Frary – schedule of upcoming shows at the McCallum Theatre from October 2025 through May 2026 City Clerk Radeva said WRITTEN PUBLIC COMMENTS were received from several Colonel Mitchell Paige Middle School staff members, listed in alphabetical order below, requesting that Council support awarding grant funding for the school’s mural project proposed by the Desert Sands Educational Foundation, which were distributed to Council, made public, published on the City’s website, and included in the public record of this meeting:
 Sara Donaldson, Instructional Coach
 Michael Loaiza, School Counselor
 Robin Markson, Project Teacher
 Brooke Triplett, Assistant Principal
148 CLICK HERE to Return to Agenda
CITY COUNCIL MINUTES Page 7 of 10 JUNE 3, 2025
MOTION – A motion was made and seconded by Councilmembers Peña/Fitzpatrick to approve the third round Community Services Grants for fiscal year 2024/25 as detailed below for a total not to exceed amount of $40,500:
 Boy Scouts of America Troop 451 $5,000
 Big Brothers Big Sisters of the Desert $5,000
 Children’s Discovery Museum of the Desert $5,000
 La Quinta Youth Sprots Association – Desert Shockers $5,000  Friends of the Cultural Center – McCallum Theatre $4,500  Green Room Theatre Company Coachella Valley $ 500 Starter Grant  Parkinsons Resource Organization $5,000
 Reynaldo J. Carreon MD Foundation $5,000
 Tools for Tomorrow $5,000
 (added) Desert Sands Educational Foundation $ 500 Starter Grant Motion passed unanimously.

2. APPROVE USE OF THE CITY SEAL FOR THE HISTORICAL PLAQUE

PROGRAM ADMINISTERED BY THE LA QUINTA HISTORICAL SOCIETY Design and Development Director Castro presented the staff report, which is on file in the Clerk’s Office.

PRESENTERS: Linda Williams, President of the La Quinta Historical Society, and Michael Paganelli recipient of first residential Landmark designation, both La Quinta residents – presented research and photos on plaques from other cities; sizes, designs, cost and sources of plaque; homeowners will pay for plaques; desire for uniformity; and ability for homeowners to name their historic houses.

Council discussed the designs; numbering reflects order of approval by City; City to track numbering; current owners name not recommended for naming house; process needed to order plaques through the Historical Society to approve the design and text, and to ensure compliance with the City’s local landmark designation program and that plaques are not installed by individuals without designations; ability of homeowner to order multiple plaques; preference for plaques to be mounted on house which is the historic structure, not on outside walls; concern for the appropriateness and accuracy of names given to properties; creating a naming convention; and expressed general support for the “mission” design over the “oval” option.

MOTION – A motion was made and seconded by Councilmembers Peña/McGarrey to approve the use of the City seal for the Historical Plaque Program administered by the La Quinta Historical Society, subject to Council approved program policy regarding assigning tracking numbers, control of plaque ordering, and naming convention. Motion passed unanimously.
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CITY COUNCIL MINUTES Page 8 of 10 JUNE 3, 2025

3. INTRODUCE FOR FIRST READING AN ORDNANCE UPDATING THE FIRE

HAZARD SEVERITY ZONES PURSUANT TO GOVERNMENT CODE SECTION 51178 AND THE CALIFORNIA FIRE CODE [ORDINANCE NO. 624]
Riverside County Fire Department La Quinta Fire Supervisor Chris Cox presented the staff report, which is on file in the Clerk’s Office.

Council discussed that these maps do impact insurance rates regardless of the State Insurance Commissioner’s statement that they do not; and how severity was determined.

MOTION – A motion was made and seconded by Councilmembers Sanchez/Peña to take up Ordinance No. 624 by title and number only and waive further reading to adopt the 2025 Fire Hazard Severity Zones Map for the City of La Quinta pursuant to Government Code Section 51178 and the California Code. Motion passed unanimously.

City Clerk Radeva read the following title of Ordinance No. 624 into the record:

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF LA QUINTA,

CALIFORNIA, ADOPTING THE FIRE HAZARD SEVERITY ZONES AS

RECOMMENDED BY THE CALIFORNIA DEPARTMENT OF FORESTRY AND FIRE PROTECTION PURSUANT TO GOVERNMENT CODE SECTION 51178 MOTION – A motion was made and seconded by Councilmembers Sanchez/Peña to introduce at first reading Ordinance No. 624 to adopt the 2025 Fire Hazard Severity Zones Map for the City of La Quinta pursuant to Government Code Section 51178 and the California Fire Code. Motion passed unanimously.

MAYOR EVANS CALLED FOR A BRIEF RECESS AT 5:57 P.M.

MAYOR EVANS RECONVENED THE COUNCIL MEETING AT 6:03 P.M. WITH

ALL MEMBERS PRESENT

STUDY SESSION

1. DISCUSS FISCAL YEAR 2025/26 PRELIMINARY PROPOSED BUDGET Finance Director Martinez presented the staff report, which is on file in the Clerk’s Office.

Council had no further questions or comments.

PUBLIC HEARINGS – at 5:00 p.m. or shortly thereafter or None

1. RECEIVE AND FILE FISCAL YEAR 2024/25 ANNUAL WORKFORCE

VACANCIES AND RECRUITMENT / RETENTION REPORT PURSUANT TO GOVERNMENT CODE SECTION 3502.3
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CITY COUNCIL MINUTES Page 9 of 10 JUNE 3, 2025
Human Resources Deputy Director Triplett presented the staff report, which is on file in the Clerk’s Office.

MAYOR EVANS DECLARED THE PUBLIC HEARING OPEN AT 6:19 P.M.

PUBLIC SPEAKER: None
MAYOR EVANS DECLARED THE PUBLIC HEARING CLOSED AT 6:19 P.M.

MOTION – A motion was made and seconded by Councilmembers McGarrey/Fitzpatrick to receive and file fiscal year 2024/25 Annual Workforce Vacancies and Recruitment/Retention Report as presented. Motion passed unanimously.

DEPARTMENTAL REPORTS – All reports are on file in the City Clerk’s Office.

MAYOR’S AND COUNCIL MEMBERS’ ITEMS
Mayor Evans reported on her, and other Councilmembers’ attendance at Do The Right Thing; The Right of Silence; US Postal Service naming for Corporal Hunter Lopez; Memorial Day events throughout the City; 8th grade promotion at La Quinta Middle School; Commitment to Graduate ceremony at La Quinta High School; and graduations at Summit and Horizons.

Councilmember Fitzpatrick reported on her, and other Councilmembers’ attendance at State-of-the-District.

Mayor Pro Tem McGarrrey reported on her attendance at La Quinta Middle School Assistant Principal Goldman National Guard deployment send off.

Councilmember Sanchez reported on his attendance at Signature Series with speaker Scott White; 29PSP anniversary; Vet Expo round table; and Farmers’ Market.

REPORTS AND INFORMATIONAL ITEMS
La Quinta’s representative for 2025, Mayor Evans reported on her participation in the following organization’s meeting:
 CVAG COACHELLA VALLEY CONSERVATION COMMISSION
La Quinta’s representative for 2025, Councilmember Fitzpatrick reported on her participation in the following organizations’ meetings:
 CVAG TRANSPORTATION COMMITTEE
 CV CONSERVATION COMMISSION LEGISLATIVE AD HOC COMMITTEE La Quinta’s representative for 2025, Councilmember Peña reported on his participation in the following organization’s meeting:
 SUNLINE TRANSIT AGENCY
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CITY COUNCIL MINUTES Page 10 of 10 JUNE 3, 2025
La Quinta’s representative for 2025, Councilmember Sanchez reported on his participation in the following organization’s meeting:
 RIVERSIDE LOCAL AGENCY FORMATION COMMISSION

ADJOURNMENT
There being no further business Mayor Evans adjourned the meeting at 6:30 p.m.

Respectfully submitted,
MONIKA RADEVA, City Clerk
City of La Quinta, California
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City of La Quinta
CITY COUNCIL MEETING: June 17, 2025

STAFF REPORT
AGENDA TITLE: EXCUSE ABSENCES OF (1) COMMISSIONER BROWER FROM THE JUNE 9, 2025, ARTS AND COMMUNITY SERVICES COMMISSION QUARTERLY MEETING, AND (2) COMMISSIONER HERNANDEZ FROM THE JUNE 10, 2025,

PLANNING COMMISSION MEETING

RECOMMENDATION
Excuse absences of (1) Commissioner Mary Anne Brower from the June 9, 2025, Arts and Community Services Commission quarterly meeting; and (2) Commissioner Alfonso Hernandez from the June 10, 2025, Planning Commission meeting.

EXECUTIVE SUMMARY
 Commissioner Brower requested to be excused from the June 9, 2025, Arts and Community Services meeting due to a family emergency. Commissioner Brower has no excused absences for fiscal year 2024/25.
 Commissioner Hernandez requested to be excused from the June 10, 2025, Planning Commission meeting due to illness. Commissioner Hernandez has three (3) excused absences for fiscal year 2024/25

FISCAL IMPACT
No meeting attendance compensation is paid to absent members.

BACKGROUND/ANALYSIS
Section 2.06.090 of the La Quinta Municipal Code states: “If any member of a board, commission or committee absents him or herself from two consecutive regular meetings or absents him or herself from a total of three regular meetings within any fiscal year, his/her office shall become vacant and shall be filled as any other vacancy. A board, commission or committee member may request advance permission from the city council to be absent at one or more regular meetings due to extenuating circumstances, and/or may request the city council to excuse an absence after-the-fact where such extenuating circumstances prevented the member from seeking advance permission to be absent. If such permission or excuse is granted by the city council, the absence shall not be counted toward the above-stated limitations on absences.”
CONSENT CALENDAR ITEM NO. 2
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ALTERNATIVES
Council may deny this request, which would result in the absence being counted toward the Commissioner’s limitation on absences as noted above.

Prepared by: Amanda Guerrero, Temporary Administrative Technician Approved by: Monika Radeva, City Clerk
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City of La Quinta
CITY COUNCIL MEETING: June 17, 2025

STAFF REPORT
AGENDA TITLE: AUTHORIZE OVERNIGHT TRAVEL FOR MAYOR, FOUR

COUNCILMEMBERS, CITY MANAGER, DIRECTOR OF BUSINESS UNIT AND HOUSING

DEVELOPMENT, AND FINANCE DIRECTOR TO ATTEND THE LEAGUE OF

CALIFORNIA CITIES ANNUAL CONFERENCE IN LONG BEACH, CALIFORNIA, OCTOBER 8-10, 2025

RECOMMENDATION
Authorize overnight travel for the Mayor, four Councilmembers, City Manager, Director of Business Unit and Housing Development, and Finance Director to attend the League of California Cities Annual Conference in Long Beach, California, October 8-10, 2025.

EXECUTIVE SUMMARY
• The League of California Cities (League) is an association of California cities who collaborate to exchange information and combine resources to influence state legislation.
• The League’s Annual Conference (Conference) provides attendees the opportunity to participate in education sessions, discussion forums and networking. • This item has been scheduled this far in advance so that attendees may obtain advance bookings at reduced rates.

FISCAL IMPACT
Estimated expenses are $1,650 per attendee; this cost includes conference registration, travel, lodging and meals. Funds are included in the travel and training departments’ budgets; City Council (101-1001-60320), City Manager (101-1002-60320), Economic Development (247-000-60320), Finance (101-1006-60320).

BACKGROUND/ANALYSIS
The Conference provides an opportunity for local leaders to learn from leading experts as well as from their peers. Education sessions and forums will include topics such as economic development, housing, public safety, communication, and technology.

CONSENT CALENDAR ITEM NO. 3
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Further, the League’s Annual Business Meeting, held during the General Assembly, acts on resolutions that establish League policy; Mayor Evans is the City’s voting delegate.

Additionally, the Regional Riverside Division holds a meeting during this time.

Staff is requesting Council consideration this far in advance as the League has already opened registration for the October 2025 Conference, and if members register now, they qualify for reduced registration and lodging rates.

ALTERNATIVES
Council may elect to reduce the number of attendees or not have anyone attend.

Prepared by: Jennifer Nelson, Executive Specialist
Approved by: Jon McMillen, City Manager
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City of La Quinta
CITY COUNCIL MEETING: June 17, 2025

STAFF REPORT
AGENDA TITLE: AUTHORIZE OVERNIGHT TRAVEL FOR ONE SENIOR

MAINTENANCE AND OPERATIONS WORKER TO ATTEND YEAR ONE OF

CALIFORNIA PARKS AND RECREATION SOCIETY MAINTENANCE MANAGEMENT SCHOOL IN LAKE ARROWHEAD, CALIFORNIA, NOVEMBER 3 - 7, 2025

RECOMMENDATION
Authorize overnight travel for one Senior Maintenance and Operations Worker to attend year one of California Parks and Recreation Society Maintenance Management School in Lake Arrowhead, California, November 3 – 7, 2025.

EXECUTIVE SUMMARY
• The California Parks and Recreation Society (CPRS) Maintenance Management School (MMS) provides management and maintenance operations personnel with a systematic approach to maintenance resource management. • Year one of MMS focuses on service level options, best maintenance practices, and how to increase efficiency and productivity.

FISCAL IMPACT
Estimated expenses are $1,990, which includes registration, travel, lodging, parking, and meals. Funds will be budgeted in the fiscal year (FY) 2025/26 Parks Travel and Training budget (Account No. 101-3005-60320).

BACKGROUND/ANALYSIS
CPRS MMS is a five-year program for maintenance resource management.

Year one focuses on service levels, best maintenance practices, contractor communication, and teamwork. The program consists of five days of intense educational and group sessions, teaching skills and techniques to increase efficiency, productivity, and performance. The program also provides networking opportunities with professionals from other cities.

CONSENT CALENDAR ITEM NO. 4
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ALTERNATIVES
Council may elect not to authorize this request; however, as this training provides a learning opportunity for staff to increase their knowledge of maintenance practices, this alternative is not recommended.

Prepared by: Dianne Hansen, Maintenance & Operations Superintendent Approved by:Bryan McKinney, Public Works Director/City Engineer 158 CLICK HERE to Return to Agenda
City of La Quinta
CITY COUNCIL MEETING: June 17, 2025

STAFF REPORT
AGENDA TITLE: AUTHORIZE OVERNIGHT TRAVEL FOR TWO CITY CLERK DEPARTMENT EMPLOYEES TO ATTEND THE ARMA INTERNATIONAL 2025

ANNUAL CONFERENCE OF INFORMATION AND RECORDS MANAGEMENT IN IRVINE, CALIFORNIA, JULY 24-25, 2025

RECOMMENDATION
Authorize overnight travel for two City Clerk department employees to attend the ARMA International 2025 Annual Conference of Information and Records Management in Irvine, California, July 24-25, 2025.

EXECUTIVE SUMMARY
 ARMA International (ARMA) is a non-profit membership association for information and records management professionals.
 The ARMA 2025 Annual Conference of Information and Records Management is a 2-day event offering educational sessions, networking opportunities, continuing education credit opportunities for professional certifications, and sponsor exhibitions, which will allow staff to stay up-to-date with records management and information best practices and continue professional development.

FISCAL IMPACT
Estimated expenses are $1,000 per attendee, which includes registration, travel, lodging, parking, and meals. Funds are available in fiscal year 2025/26 City Clerk’s Travel and Training budget (Account No. 101-1005-60320).

BACKGROUND/ANALYSIS
ARMA is a non-profit membership association for information and records management professionals.

The ARMA 2025 Annual Conference of information and records management as an opportunity for those who work in data and records archiving to learn best practices, stay informed on industry standards, and continue to improve in their roles. This conference is a 2-day event covering subjects such as records retention and archiving, disaster recovery, information security, professional development, artificial intelligence, and a myriad of other topics, which will allow staff to stay up-to-date with records management best practices and continue professional development.

CONSENT CALENDAR ITEM NO. 5
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ALTERNATIVES
Council may elect not to authorize this request.

Prepared by: Oscar Mojica, Deputy City Clerk
Approved by: Monika Radeva, City Clerk
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City of La Quinta
CITY COUNCIL MEETING: June 17, 2025

STAFF REPORT
AGENDA TITLE: ADOPT ORDINANCE NO. 624 ON SECOND READING UPDATING

THE FIRE HAZARD SEVERITY ZONES PURSUANT TO GOVERNMENT CODE SECTION 51178 AND THE CALIFORNIA FIRE CODE

RECOMMENDATION
Adopt Ordinance No. 624 on second reading updating the Fire Hazard Severity Zones pursuant to Government Code Section 51178 and the California Fire Code.

EXECUTIVE SUMMARY
 On June 3, 2025, Council introduced Ordinance No. 624 for first reading updating the Fire Hazard Severity Zone (FHSZ) pursuant to Government Code Section 51178 and the California Fire Code.
 If adopted on second reading, Ordinance No. 624 will go into effect 30 days after adoption, or on July 17, 2025.

FISCAL IMPACT – None.

BACKGROUND/ANALYSIS
The California Department of Forestry and Fire Protection (CAL FIRE) periodically updates FHSZ maps for Local Responsibility Areas (LRA) throughout the state. These maps identify varying levels of fire hazard (moderate, high, and very high) based on factors including vegetation, topography, weather, crown fire potential, and ember production and movement. State law requires local jurisdictions to formally adopt these maps by ordinance to ensure proper implementation of associated building standards and fire safety requirements in identified hazard zones.

On November 15, 2022, the City adopted the FHSZ maps via Ordinance No. 604, along with the 2022 California Building Standards Code.

On March 24, 2025, CAL FIRE completed its latest assessment and provided updated LRA maps that reflect current conditions and risk factors. Per Government Code Section 51179 (b)(3), Local agencies shall not decrease the FHSZ level recommended by the Office of the State Fire Marshal, but may add to or increase the recommended FHSZ level, however, Riverside County Fire Department is not proposing any additions or CONSENT CALENDAR ITEM NO. 6
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increases during this adoption process, thus, if approved, the City of La Quinta would adopt the FHSZ without any modifications.

The updated FHSZ maps incorporate the latest scientific methodologies and data, including vegetation mapping, fire history, weather patterns, and terrain analysis.

Residents can check their property's FHSZ status online by visiting https://www.rvcfire.org/our-departments/fire-marshal/FHSZ-map. Or they can visit the City of La Quinta’s website: https://www.laquintaca.gov/our-city/city-departments/publicsafety/fire-department/office-of-the-fire-marshal/office-of-the-fire-marshal.

If adopted on second reading, Ordinance No. 624 will go into effect 30 days after adoption, or on July 17, 2025.

ALTERNATIVES
As Council approved Ordinance No. 624 at first reading, staff does not recommend an alternative.

Prepared by: Olivia Rodriguez, Management Specialist
Approved by: Monika Radeva, City Clerk
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ORDINANCE NO. 624

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF

LA QUINTA, CALIFORNIA, ADOPTING THE FIRE HAZARD

SEVERITY ZONES AS RECOMMENDED BY THE

CALIFORNIA DEPARTMENT OF FORESTRY AND FIRE

PROTECTION PURSUANT TO GOVERNMENT CODE
SECTION 51178
WHEREAS, the California Department of Forestry and Fire Protection (CAL FIRE), pursuant to Government Code Section 51178, has developed updated Fire Hazard Severity Zone (FHSZ) (Exhibit A) maps for areas within Local Responsibility Areas (LRAs); and
WHEREAS, Government Code Sections 51175 through 51189 require local jurisdictions to adopt the FHSZ maps by ordinance, and to enforce the building standards for new structures in Very High Fire Hazard Severity Zones as established in the California Building Code and California Fire Code; and
WHEREAS, adoption of the FHSZ map will help the City reduce the risk of wildfire through updated planning and building standards and enable better protection of life, property, and natural resources; and
WHEREAS, the City of La Quinta desires to adopt the FHSZ map as recommended by CAL FIRE to comply with state law and to ensure the health, safety, and welfare of the community.

NOW, THEREFORE, the City Council of the City of La Quinta does ordain as follows:

SECTION 1. ADOPTION AND DESIGNATION. The City of La Quinta hereby adopts and designates the Fire Hazard Severity Zones within the City as recommended by the California Department of Forestry and Fire Protection and presented in the enclosed map as Exhibit A, incorporated herewith by this reference, and titled:
“City of La Quinta Fire Hazard Severity Zones Map,”
as maintained and published by the California Department of Forestry and Fire Protection.

This map is incorporated by reference and shall serve as the official FHSZ designation within the Local Responsibility Area for the City of La Quinta.

SECTION 2. AVAILABILITY OF THE MAP. The official Fire Hazard Severity Zones map is available for public review:
 In the Office of the City Clerk, City of La Quinta, located at 78-495 Calle Tampico, La Quinta, CA 92253; and
 Electronically on the City’s official website at:
https://www.laquintaca.gov/our-city/city-departments/public-safety/fire-department/office-of-the-fire-marshal/office-of-the-fire-marshal 163 CLICK HERE to Return to Agenda
Ordinance No. 624
Adopting Fire Hazard Severity Zones
Adopted: June 17, 2025

SECTION 3. EFFECTIVE DATE: This Ordinance shall be in full force and effect thirty (30) days after its adoption.

SECTION 4. POSTING: The City Clerk shall, within 15 days after passage of this Ordinance, cause it to be posted in at least three public places designated by resolution of the City Council (Resolution No. 2022-027), shall certify to the adoption and posting of this Ordinance, and shall cause this Ordinance and its certification, together with proof of posting to be entered into the permanent record of Ordinances of the City of La Quinta.

SECTION 5. RECITALS: The Recitals set forth above are incorporated herein and made an operative part of this Ordinance.

SECTION 6. CEQA: The City Council finds that adoption of this Ordinance is exempt from the California Environmental Quality Act, Public Resources Code Section 21000 et seq. (“CEQA”) and implementing regulations, California Code of Regulations, Title 14, Section 15000 et seq. (“CEQA Guidelines”), as it is not a “Project” as defined by CEQA. (CEQA Guidelines, § 15060(c)(3).) Pursuant to CEQA Guidelines Section 15378(a), a “Project” means the whole of an action, which has a potential for resulting in either a direct physical change in the environment or a reasonably foreseeable indirect physical change in the environment. The requested action is to update the Fire Hazard Severity Zone (FHSZ) map as required by State law and, and, as there is no direct or indirect physical change to the environment by the adoption of the Ordinance, the proposed action is not a “Project” under CEQA (CEQA Guidelines, § 15060(c)(2)). Even if the requested action were a “Project,” it is exempt under CEQA Guidelines Sections 15307 and 15308 [Class 7 and Class 8], as the adoption of the Ordinance is an action taken by the City as required by State law to assure the maintenance, restoration, or enhancement of natural resources, and to assure the maintenance, restoration, enhancement, and protection of the environment, where, as here, the State’s regulatory process involves procedures for protection of the natural resources and environment subject to fire hazards. Finally, the requested action is exempt from CEQA under the “common sense” exemption (CEQA Guidelines, § 15061(b)(3)), as it can be seen with certainty that there is no possibility that the activity in question may have a significant effect on the environment.

SECTION 8. SEVERABILITY: If any section, subsection, subdivision, sentence, clause, phrase, or portion of this Ordinance is, for any reason, held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Ordinance. The City Council hereby declares that it would have adopted this Ordinance and each and every section, subsection, subdivision, sentence, clause, phrase, or portion thereof, irrespective of the fact that any one or more section, subsections, subdivisions, sentences, clauses, phrases, or portions thereof be declared unconstitutional. 164 CLICK HERE to Return to Agenda
Ordinance No. 624
Adopting Fire Hazard Severity Zones
Adopted: June 17, 2025

PASSED, APPROVED and ADOPTED, at a regular meeting of the La Quinta City Council held this 17th day of June, 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
________________________
LINDA EVANS, Mayor
City of La Quinta, California
ATTEST:
_________________________
MONIKA RADEVA, City Clerk
City of La Quinta, California
APPROVED AS TO FORM:
___________________________
WILLIAM H. IHRKE, City Attorney
City of La Quinta, California
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City and County boundaries as of 10/22/24 (CA Board of Equalization) CAL FIRE State Responsibility Areas (SRA25_1)
CAL FIRE Fire Hazard Severity Zones (FHSZSRA23_3, FHSZLRA_25_1) Data Sources:

Daniel Berlant, State Fire Marshal, CA Department of Forestry and Fire Protection Joe Tyler, Director/Fire Chief, CA Department of Forestry and Fire Protection Wade Crowfoot, Secretary for Natural Resources, CA Natural Resources Agency The State of California and the Department of Forestry and Fire Gavin Newsom, Governor, State of California Protection make no representations or warranties regarding the accuracy of data or maps. Neither the State nor the Department shall be liable under any circumstances for any direct, special, incidental, or consequential damages with respect to any claim by any user or third party on account of, or arising from, the use of data or maps. and other relevant factors including areas where winds
have been identified by the Office of the State Fire Marshal as a major cause of wildfire spread.
statewide criteria and based on the severity of fire hazard that is expected to prevail in those areas. Moderate, high, and very high fire hazard severity zones shall be based on fuel loading, slope, fire weather, Government Code section 51178 requires the State Fire
Marshal to identify areas in the state as moderate, high, and very high fire hazard severity zones based on consistent Waterbody
Federal Responsibility
Area (FRA)
Unzoned LRA
Incorporated City
Projection: NAD 83 California Teale Albers
Scale: 1:75,000 at 11" x 17"
Km 0 1 2 3 4 5 6
Mi 0 1 2 3
Very High High Moderate
High Moderate
Fire Hazard Severity Zones (FHSZ) in Local Responsibility Area (LRA), as Identified by the State Fire Marshal
La Quinta
111

UNINCORPORATED
RIVERSIDE CO.

COACHELLA
INDIAN
WELLS
INDIO

PALM DESERT
March 24, 2025
As Identified by the
State Fire Marshal
Local Responsibility Area
Fire Hazard Severity Zones
CITY OF LA QUINTA – RIVERSIDE COUNTY
Fire Hazard Severity Zones in State Responsibility
Area (SRA), Effective April 1, 2024
Ordinance No. 624
Adopted: June 17, 2025

EXHIBIT A
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________________________
MONIKA RADEVA, City Clerk
City of La Quinta, California

DECLARATION OF POSTING
I, MONIKA RADEVA, City Clerk of the City of La Quinta, California, do hereby certify that the foregoing ordinance was posted on the 18th day of June, 2025, pursuant to Council Resolution 2022-027.
________________________
MONIKA RADEVA, City Clerk
City of La Quinta, California
Ordinance No. 624
Adopting Fire Hazard Severity Zones
Adopted: June 17, 2025

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.

CITY OF LA QUINTA )
I, MONIKA RADEVA, City Clerk of the City of La Quinta, California, do hereby certify the foregoing to be a full, true, and correct copy of Ordinance No. 624 which was introduced at a regular meeting on the 3rd day of June, 2025, and was adopted at a regular meeting held on the 17th day of June, 2025, not being less than 5 days after the date of introduction thereof.

I further certify that the foregoing Ordinance was posted in three places within the City of La Quinta as specified in the Rules of Procedure adopted by City Council Resolution No. 2022-027.
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City of La Quinta
CITY COUNCIL MEETING: June 17, 2025

STAFF REPORT
AGENDA TITLE: ADOPT RESOLUTION TO APPROVE FISCAL YEAR 2025/26

INVESTMENT POLICY

RECOMMENDATION
Adopt resolution to approve fiscal year 2025/26 Investment Policy.

EXECUTIVE SUMMARY
 Per California Government Code §53646(a)(2), a local agency may annually render to its legislative body (and any oversight committee), a statement of investment policy which shall be considered at a public meeting.  Per the City of La Quinta Municipal Code §2.70.040 the Financial Advisory Commission (FAC) shall review the Policy (at least) annually.  The FAC reviewed and approved the draft Investment Policy for FY 2025/26 on June 4, 2025.

FISCAL IMPACT - None.

BACKGROUND
The City has been awarded the Investment Policy Certificate of Excellence from the Association of Public Treasurers of the United States and Canada (APT US&C), and the Policy was recently certified by the California Municipal Treasurers Association (CMTA).

With these recognitions, the City believes the Policy is sound and generally not in need of major revisions. In addition, there were no new regulatory changes in fiscal year 2024/25 that impacted the City’s policy or would require updates. Therefore, staff recommends only operational changes to the current Policy, some of which originated with the CMTA review committee.

The proposed updates remain within the legal bounds of California Government Code (the Code), protect the safety and liquidity of the City’s investment portfolio, and allow staff to maximize yield when prudent. The following edits, along with punctuation or format changes and updates to the dates, are identified as red-lined in Exhibit A to the resolution:

CONSENT CALENDAR ITEM NO. 7
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 Section V Maximum Maturities: Added language from the Code regarding forward settlement dates.
 Section VII: Minor edit to decouple the annual approval of the investment policy from the annual granting of investment authority to the Treasurer.  Section IX: Clarifications to the type of documentation the City might use to verify the credentials of broker/dealers as compared to advisors or financial institutions.  Section X Permissible Deposits and Investments: Clarified that while the policy generally allows for investments as permitted by the Code, our policy may at times be more restrictive. Reclassified bank (non-negotiable) CDs under the ‘Checking, Savings, Sweep Accounts’ category, as negotiable CDs can be traded on the secondary market.
 Section XVI Review of Investment Portfolio: Additional language specifying how frequently staff monitors the portfolio, along with available market information, for potential issues with securities falling out of compliance with the policy.

ALTERNATIVES
The policy has been recognized by APT US&C and CMTA as being comprehensive as written, and therefore no alternatives are recommended at this time.

Prepared by: Rosemary Hallick, Principal Management Analyst Approved by: Claudia Martinez, Finance Director
Attachment: 1. Recent CMTA Certification

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RESOLUTION NO. 2025 – XXX

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF LA QUINTA, CALIFORNIA, APPROVING AND
ADOPTING FISCAL YEAR 2025/2026 INVESTMENT
POLICY
WHEREAS, the general purpose of the Investment Policy is to provide the rules and standards users must follow in investing funds of the City of La Quinta; and WHEREAS, the primary objectives, in order of priority, of the City of La Quinta’s investment activity shall be:

Safety of principal is the foremost objective of the investment program.

Investments of the City of La Quinta shall be undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio.

The investment portfolio shall remain sufficiently liquid to meet all operating requirements that may be reasonably anticipated.

The investment portfolio shall be designed with the objective of attaining a market rate of return or yield throughout budgetary and economic cycles, taking into account the investment risk constraints and liquidity needs; and WHEREAS, the authority to invest moneys of the City of La Quinta, sell or exchange securities, and deposit them for safekeeping, and management responsibility for the investment program is delegated to the city treasurer pursuant to La Quinta Municipal Code Section 3.08.010, the city treasurer shall establish and implement written procedures for the operation of the City’s investment program consistent with the Investment Policy for each fiscal year; and
WHEREAS, the city treasurer is authorized to purchase, at their original sale or after they have been issued, securities which are permissible investments under the City Council adopted City Investment Policy; and
WHEREAS, the Investment Policy will be adopted before the end of June of each year and amended as considered necessary.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of La Quinta as follows:

SECTION 1. This Resolution supersedes all prior Investment Policy resolutions adopted by the City Council.

SECTION 2. The City Council hereby adopts the Fiscal Year 2025/2026 171 CLICK HERE to Return to Agenda
Resolution No. 2025-XXX
Investment Policy for Fiscal Year 2025/2026
Adopted: June 17, 2025

Investment Policy attached hereto as “Exhibit A” and incorporated herewith by this reference.

SECTION 3. The City Council hereby delegates authority to the city treasurer to manage the City’s funds pursuant to said policy.

SECTION 4. Severability – if any provisions of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications of this Resolution which can be given effect without the invalid provision or application, and to this end the provisions of this Resolution are severable.

The City Council hereby declares that it would have adopted this Resolution irrespective of the invalidity of any particular portion thereof.

SECTION 5. This Resolution shall become effective upon adoption. The Investment Policy adopted by this Resolution shall go into effect July 1, 2025.

PASSED, APPROVED and ADOPTED at a regular meeting of the La Quinta City Council, held on this 17th day of June 2025, by the following vote:

AYES:

NOES:

ABSTAIN:

ABSENT:
________________________
LINDA EVANS, Mayor
City of La Quinta, California
ATTEST:
_________________________
MONIKA RADEVA, City Clerk
City of La Quinta, California
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Resolution No. 2025-XXX
Investment Policy for Fiscal Year 2025/2026
Adopted: June 17, 2025

APPROVED AS TO FORM:
___________________________
WILLIAM H. IHRKE, City Attorney
City of La Quinta, California
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Fiscal Year
2024/20252025/2026
Table of Contents
Section Topic Page
Executive Summary 1
I General Purpose 2
II Investment Policy 2
III Scope 2
IV Objectives 3
V Maximum Maturities 5
VI Prudence 5
VII Authority 5
VIII Ethics and Conflicts of Interest 6
IX Authorized Financial Dealers and Institutions 6
X Permissible Deposits and Investments 7
XI Investment Pools 10
XII Payment and Custody 10
XIII Interest Earning Distribution Policy 11
XIV Internal Controls and Independent Auditors 11
XV Reporting Standards 12
XVI Review of Investment Portfolio 13
XVII Financial Advisory Commission – City of La Quinta 13 XIII Investment Policy Adoption 13
Appendices Topic Page
A Municipal Code Ordinance 2.70 – Financial Advisory Commission 14 B Municipal Code Ordinance 3.08 – Investment of Moneys and Funds 16 C Segregation of Major Investment Responsibilities 18
D Listing of Approved Financial Institutions 19
E Investment Management Process and Risk 20
F Glossary 22

EXHIBIT A
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CITY OF LA QUINTA
Investment Policy Fiscal
Year
2024/20252025/2026

EXECUTIVE SUMMARY
The general purpose of this Investment Policy is to provide the rules and standards that must be followed in administering the City of La Quinta's (the “City”) deposits and investments.

The City's Investment Policy conforms to all state and local statutes and applies to all deposits and investments of the City, with the exception of bond proceeds and those noted in section III herein.

It is the City's policy to deposit and invest public funds in a manner that shall provide safety of principal, liquidity to meet the City’s obligations and requirements that may be reasonably anticipated, and a risk-based market rate of return.

Authority to manage the City's investment portfolio is derived from the City Municipal Code.

Management responsibility for the investment program is delegated to the City Treasurer, who shall establish and implement written procedures for the operation of the City's investment program consistent with the Investment Policy.

The City Manager, City Treasurer, and City employees involved in the City's banking and investment process shall conduct the City's business in an ethical manner and refrain from any activity or relationship that may be, or have the appearance of, a conflict of interest.

The Investment Policy shall be adopted by resolution of the La Quinta City Council on an annual basis, before the end of each fiscal year (June).
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City of La Quinta
Statement of Investment Policy July 1, 2024 2025 through June 30, 2025 2026 Adopted by the City Council on June 1817, 20242025
I. GENERAL PURPOSE
The general purpose of this document is to provide the rules and standards that must be followed in administering the City of La Quinta's deposits and investments.

II. INVESTMENT POLICY
It is the policy of the City of La Quinta to deposit and invest public funds in a manner that shall conform to all State and local statutes governing the investment of public funds and set forth the permissible deposits and investments of the City's funds and the limitations thereon.

III. SCOPE
Except noted below, this Investment Policy applies to all deposits and investments of the City of La Quinta, the Successor Agency to the City of La Quinta Redevelopment Agency, and the City of La Quinta Financing and Housing Authorities. These funds are reported in the City's Annual Comprehensive Financial Report (ACFR) and include all funds within the following fund types:
 General
 Special Revenue
 Capital Projects
 Debt Service
 Enterprise
 Internal Service
 Trust and Agency
 Any new fund types and fund(s) that may be created.

Financial assets and investment activity not subject to this policy The City's Investment Policy does not apply to the following:
 Cash and Investments raised from Conduit Debt Financing;  Funds held in trust in the City's name in pension or other post-retirement benefit programs;
 Cash and Investments held in lieu of retention by banks or other financial institutions for construction projects;
 Short or long-term loans made to other entities by the City or Agency;  Short term (Due to/from) or long term (Advances from/to) obligations made either between the City and its funds or between the City and Agency; and  Investment of bond proceeds. The City's Investment Policy shall not govern bond proceeds and bond reserve fund investments. California Code Section 176 CLICK HERE to Return to Agenda

5922(d) governs the investment of bond proceeds and reserve funds in accordance with bond indenture provisions.

Arbitrage Requirement - The US Tax Reform Act of 1986 requires the City to perform arbitrage calculations and return excess earnings to the US Treasury from investments of proceeds of bond issues sold after the effective date of this law. These arbitrage calculations may be contracted with an outside source to provide the necessary technical assistance to comply with this regulation. Investable funds subject to the 1986 Tax Reform Act will be kept segregated from other funds and records will be kept in a fashion to facilitate the calculations.

The City's investment position relative to the arbitrage restrictions is to continue pursuing the maximum yield on applicable investments while ensuring the safety of capital and liquidity, and to rebate excess earnings, if necessary.

IV. OBJECTIVES
The objectives of the City's investment activity, in order of priority and importance, are:

A. Safety of Principal
Safety of principal is the foremost objective of the City's investment program. Investments shall be undertaken in a manner that seeks to ensure the preservation of principal of the overall portfolio in accordance with the permissible deposits and investments.

The City shall endeavor to preserve its investment principal by making only permissible deposits and investments, undertaken in a controlled manner to minimize the possibility of loss or misappropriation through malfeasance or otherwise. Investments not backed by the full faith and credit of the United States Government shall be diversified by allocating assets between different types of permissible investments, maturities, and issuers as a means to mitigate credit risk and interest rate risk. Investment in any single security type or single financial institution shall be limited to the maximum percentages and/or dollar amounts as noted in Section X.

1. Credit Risk is the risk of loss from the failure of the security issuer or backer. Credit risk may be mitigated by:  Limiting investments to investment grade securities as permitted in Section X; and  Diversification- reducing concentration risk by limiting the total amount invested in individual issuers of securities in the investment portfolio so that potential losses due to issuer failure or securities downgrades may be minimized.

2. Interest Rate Risk is the risk that market values of securities in the portfolio will decline due to changes in general interest rates. Interest rate risk may be mitigated by:
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 Structuring the investment portfolio so that securities mature to meet cash requirements for ongoing operations, thereby avoiding the need to sell securities on the open market prior to maturity; and  Investing operating funds primarily in shorter-term securities.

3. Liquidity Risk is the risk that a security cannot be liquidated because of its unique features or structure or because it is thinly traded. Liquidity risk is not a material issue for the City's portfolio because of the permissible deposits and investments (see Section X). A discussion of the City's investment process and risk is presented in Appendix E.

B. Provide Liquidity
The investment portfolio shall remain sufficiently liquid to meet all of the City's cash needs that may be reasonably anticipated. This is accomplished by structuring the portfolio so that sufficient liquid funds are available to meet anticipated demands. Furthermore, since all possible cash needs cannot be anticipated the portfolio should be diversified and consist of securities with active secondary or resale markets.

The City's policy is to generally hold securities and other investments to maturity. However, securities may be sold prior to maturity under certain circumstances as follows:  A security with declining credit quality can be sold early to minimize loss of principal.  Unanticipated liquidity needs of the portfolio require that one or more securities be sold.  When a sale/repurchase is fiscally advantageous based on market conditions and fits the needs of the portfolio
C. Yield a Risk-Based Market Rate of Return
The City's investment portfolio shall be structured with the objective of yielding a risk-based market rate of return throughout budgetary and economic cycles. Return on investment is less important than the safety and liquidity objectives described above.

The City's Investment Policy does not specify a single benchmark as a goal or target yield for a rate of return on its investment portfolio. The portfolio's rates of return will be influenced by several factors, including actions by the Federal Reserve Board, the marketplace, and overall economic perceptions and conditions.

Performance Standards: As a basis for comparison only, the Treasurer's quarterly reports will display the rates of return on the three-month Bill, six-month Bill, the one and two-year U.S.

Treasury Note, and the yield for the State Treasurer's Local Agency Investment Fund (LAIF).

The Treasurer may use these or any other published rates of return that the Treasurer deems appropriate for comparison to the return on the City's investment portfolio. 178 CLICK HERE to Return to Agenda

The investment portfolio shall be designed with the objective of obtaining a market rate of return throughout budgetary and economic cycles, commensurate with the investment risk constraints and the cash flow needs.

V. MAXIMUM MATURITIES
It is the City's policy to generally hold securities and other investments until maturity. This buy-andhold policy shall not prevent the sale of a security as listed in section IV.B The general buy-and-hold strategy requires that the City's investment portfolio be structured so that sufficient liquid funds are available from maturing investments and other sources to meet all reasonably anticipated cash needs.

The City shall follow Title 5 of the California Government Code §53601 (the “State Code”) regarding maximum maturities, in that “no investment shall be made in any security…that at the time of the investment has a term remaining to maturity in excess of five years, unless the legislative body has granted express authority to make that investment either specifically or as part of an investment program approved by the legislative body no less that three months prior to the investments”. In order to accommodate the occasional occurrence of settlement dates slightly exceeding five (5) years to final maturity, the City may invest in any security that has a maturity of five (5) years plus up to thirty (30) days from settlement date. In no case shall a forward settlement date exceed 45 days from the time of investment.

VI. PRUDENCE and FIDUCIARY DUTY
The City shall follow the State Code §53600.3 regarding fiduciary duty and the Prudent Investor Standard as follows:

Except as provided in subdivision (a) of §27000.3, all governing bodies of local agencies or persons authorized to make investment decisions on behalf of those local agencies investing public funds pursuant to this chapter are trustees and therefore fiduciaries subject to the prudent investor standard. When investing, reinvesting, purchasing, acquiring, exchanging, selling, or managing public funds, a trustee shall act with care, skill, prudence, and diligence under the circumstances then prevailing, including, but not limited to, the general economic conditions and the anticipated needs of the agency, that a prudent person acting in a like capacity and familiarity with those matters would use in the conduct of funds of a like character and with like aims, to safeguard the principal and maintain the liquidity needs of the agency. Within the limitations of this section and considering individual investments as part of an overall strategy, investments may be acquired as authorized by law.

VII. AUTHORITY
Authority to manage the City's investment portfolio is derived from Chapter 3.08 of the City's Municipal Code. Management responsibility for the investment program is delegated to the City Treasurer for a period of one year pursuant to State Code §53607 and the City Council's annual adoption of the Investment Policy.approval.

The City Treasurer shall establish written procedures for the operation of the investment program consistent with the Investment Policy. Procedures should include reference to safekeeping, wire transfer agreements, banking service contracts, and collateral/depository agreements. Such procedures shall include explicit delegation of authority to persons responsible for investment transactions. No person may 179 CLICK HERE to Return to Agenda

engage in an investment transaction except as provided under the terms of this Investment Policy (see Appendix C) and the procedures established by the City Treasurer. The City Treasurer shall be responsible for all transactions undertaken and shall establish a system of controls to regulate the activities of subordinate officials.

VIII. ETHICS AND CONFLICTS OF INTEREST
The City Manager, City Treasurer, and City employees involved in the City's banking and investment process shall conduct the City's business in an ethical manner and refrain from any activity or relationship that may be, or have the appearance of, a conflict of interest. The City will maintain compliance with the procedures set forth in the Conflicts of Interest and Acceptance of Gifts and other Gratuities section of the City of La Quinta Personnel Manual and the City’s Municipal Code Chapter 2.60 Conflicts of Interest. Any questionable activity or relationship shall be reported immediately; reporting must be made in accordance with the personnel policies of the City and, until resolved, the officer or employee shall refrain from participating in the City's business related to the matter.

The City Manager, City Treasurer, and City employees may conduct personal business with banks, brokers, and other financial institutions that are authorized to conduct business with the City provided that the terms of the activity to the account holder with the City are the same as those that are available to the public in general, or to all employees as a result of contract negotiations.

IX. AUTHORIZED FINANCIAL DEALERS AND INSTITUTIONS
The City Treasurer maintains a listing of financial institutions which are approved for direct investment purposes, as well as a list of approved broker/dealers.

1. Broker/Dealers who desire to offer direct investment transactions must supply the City with the following:  Current audited financial statements;  Proof of Financial Industry Regulatory Authority (FINRA) Certification;  Proof of State of California registration;  Resume of financial broker; and  Completion of the City of La Quinta Broker/Dealer Questionnaire, which contains a certification of having read the City's Investment Policy.

The City Treasurer or designee shall evaluate the documentation submitted by the broker/dealer and independently verify existing reports on file for any firm and/or individual(s) conducting investment related business.

The City Treasurer or designee may also contact the following agencies during the verification process:  Financial Industry Regulatory Authority (FINRA) Public Disclosure Report File (1- 800-289-9999).
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 State of California Department of Financial Protection and Innovation (1- 866-275- 2677).

A professional investment manager or management firm, if engaged by the City pursuant to Section X of this policy, may utilize their own list of approved broker/dealers on the condition that any such list is provided to the City upon request.

All Broker/Dealers and financial institutions that provide investment services will be subject to City Council approval.

An annual review of the financial condition and registrations of approved broker/dealers will be conducted by the City Treasurer or designee. Current audited financial statements, FINRA reporting, and/or System and Organizational Controls (SOC-1 and/or SOC-2) internal control reports may be maintained on file for each financial institution and broker/dealer with which the City conducts business, as applicable.

Each mutual fund shall provide a prospectus and statement of additional information.

2. Financial Institutions will be required to meet the following criteria in order to receive City funds for deposit or investment (see Appendix D, "Listing of Approved Financial Institutions"):  Insurance - Public Funds shall be deposited only in financial institutions having accounts insured by the Federal Deposit Insurance Corporation (FDIC) or the National Credit Union Share Insurance Fund (NCUSIF).  Disclosure - Each financial institution maintaining invested funds in excess of the FDIC insured amount shall furnish the City a copy of the most recent Call Report (Consolidated Reports of Condition and Income) if requested. These reports can also be found at: https://cdr.ffiec.gov/public/ManageFacsimiles.aspx The City shall not invest or deposit in excess of the FDIC insured amount in banking institutions which do not disclose to the city a current listing of securities pledged for collateralization in public monies.

X. PERMISSIBLE DEPOSITS AND INVESTMENTS
It is the City’s policy to follow Title 5 of the California Government Code (the “State Code”) in regard to allowable securities, and to be sufficiently diversified with regard to security type and issuer. Permissible deposits and investments, as allowed by Chapter 4, Part 1, Division 2, Title 5 (hereinafter cited by §), include, but are not limited to, the following list, (which in some instances may be more restrictive than State Code). The State Code can be directly referenced at https://leginfo.legislature.ca.gov/
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Checking, Savings, and Sweep Accounts - The City will only maintain checking and savings accounts with state or national banks, savings associations, federal associations, and/or credit unions in accordance with §53635.2. The City may also purchase non-negotiable certificates of deposits, provided that either the combined balances at any banking institution do not exceed FDIC limits or funds are collateralized as noted below.  Collateralization: The amount of the City's deposits or investments not insured by the FDIC shall be collateralized by securities in accordance with §53652. The Treasurer may invest in an interest-bearing active deposit account as approved in §53632. The deposit account must be collateralized with securities that are in accordance with §53632.5. In addition, the market value of the collateralized securities must be maintained in accordance with
§53652 and be held by a custodian in accordance with the requirements of §53656. The proportion of the City's share of the deposit account shall be determined in accordance with §53658.

Negotiable Certificates of Deposit (Negotiable and Non-negotiable) – As authorized in §53601(i), the City may invest in Non-Negotiable and Negotiable Certificates of Deposits (CD) up to 30% of the overall portfolio. In no instance shall a CD or combined CDs with a single issuer exceed the FDIC or NCUSIF insurance limit of $250,000.

U.S. Treasury Bills, Notes, and Bonds – As authorized in §53601(b), the City may invest in U.S. Treasury bills, notes, and bonds directly issued and backed by the full faith and credit of the U.S. Government. The City's Investment Policy provides for investments in U.S.

Treasury issues of 100% of the portfolio.

U.S. Government Agency Securities and Federal Government Securities – As authorized in §53601(f), the City may invest in securities issued by U.S. Government instrumentalities and agencies (commonly referred to as government sponsored enterprises or GSE's). These securities may not be backed by the full faith and credit of the U.S.

Government (with the exception of Government National Mortgage Association (GNMA) securities). Examples of GSE's include Federal National Mortgage Association (FNMA), Federal Home Loan Mortgage Corporation (FHLMC), Federal Home Loan Banks (FHLB), Federal Farm Credit Banks Funding Corporation (FFCB), Federal Agricultural Mortgage Corporation (FAMC), Tennessee Valley Authority (TVA), and GNMA securities.

The City's Investment Policy allows investment only in securities of GNMA, FNMA, FHLMC, FHLB, and FFCB. For Fiscal Year 2024/25, the maximum face amount per issuer is $30 million and the maximum face amount per purchase is $10 million.

Prime Commercial Paper – As authorized in §53601(h), a portion of the City's portfolio may be invested in commercial paper of the highest rating as provided for by a nationally recognized statistical rating organization (NRSRO) such as Moody’s, Fitch, or Standard & Poor’s (S&P). There are a number of other qualifications regarding investments in commercial paper based on the financial strength and size of the corporation and the size of the investment. The City limits on prime commercial paper are as defined in the State Code. 182 CLICK HERE to Return to Agenda

Local Agency Investment Fund (LAIF) – As authorized in §16429.1 and by LAIF policies, local government agencies are each authorized to invest up to the deposit limit as designated by the California State Treasurer. The City Treasurer may not invest more than the maximum amount per account as allowed by LAIF.

Money Market Mutual Funds – As authorized in §53601(l), local agencies are authorized to invest in shares of beneficial interest issued by diversified management companies (mutual funds) in an amount not to exceed 20% of the agency's portfolio. There are a number of other qualifications and restrictions regarding allowable investments in corporate notes and shares of beneficial interest issued by mutual funds which include (1) attaining the highest ranking or the highest letter and numerical rating provided by not less than two of the three largest nationally recognized rating services, or (2) having an investment advisor registered with the Securities and Exchange Commission with not less than five years' experience investing in the securities and obligations and with assets under management in excess of five hundred million dollars ($500,000,000).

Corporate Notes – As authorized in §53601(k), local agencies may invest in corporate notes. The notes must be issued by corporations organized and operating in the United States or by depository institutions licensed by the United States or any other state and operating in the United States. The City's Investment Policy allows investment in corporate notes authorized by the Government Code with the following limitations:  Maximum 30% of the portfolio;  Maturities shall not exceed five years from date of purchase;  Eligible notes shall be regularly quoted and traded in the marketplace;  Eligible notes shall be in a rating category of "AA" or better by an NRSRO;  The maximum aggregate investment in each issuer shall not exceed $5 million (PAR value), or no more than 10% of the total investment assets in the commercial paper and the medium-term notes of any single issuer whichever is less.

Professionally Managed Account(s) – The City Treasurer may place the portfolio with a professional portfolio management/investment management firm (firm). The firm will be approved by the City Council based upon the City Treasurer's recommendation pursuant to completion of a public request for proposal (RFP). The firm shall have:  An established professional reputation for asset or investment management;  Knowledge and working familiarity with State and Federal laws governing and restricting the investment of public funds;  Substantial experience providing investment management services to local public agencies whose investment policies and portfolio size are similar to those of the City;  Professional liability (errors and omissions) insurance and fidelity bonding in such amounts as are required by the City; and
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 Registration with the Securities and Exchange Commission under the Investment Advisers Act of 1940
Before engagement by the City and except as may be specifically waived or revised, the firm shall commit to adhere to the provisions of the City's Investment Policy with the following exceptions:  The firm may be granted the discretion to purchase and sell investment securities in accordance with this Investment Policy;  The firm is not required to adhere to a buy-and-hold policy; and  The firm does not need City Manager or City Treasurer approval to make permissible investments.

Local Agency Bonds and California Local Agency Obligations – As authorized in §53601(a) and §53601(e), the City may invest in California local agency obligations. §53601(a) pertains to investing in bonds issued by a local agency, or by the department, board, agency or authority of the local agency.
§53601(e) pertains to investing in bonds and other defined indebtedness of any local agency, or department, board, agency or authority of the local agency within the State of California. The Agency obligations must be invested in the long-term rating category of A or better by an NRSRO.

In the case of an initial public offering, including refinancings, the Treasurer may purchase directly from the Bond Underwriter. In the case of secondary issues, the Treasurer will rely on the approved Broker/Dealers.

XI. INVESTMENT POOLS
There are three (3) types of investment pools:  State-run pools (e.g., LAIF);  Pools that are operated by a political subdivision where allowed by law and the political subdivision is the trustee (e.g., County Pools, and Joint Powers Authorities such as the California Asset Management Program (CAMP), CalTrust, or California Class); and  Pools that are operated for profit by third parties (e.g. money market funds).

The City's Investment Policy permits investment in pools and money market funds as authorized by State Code §16429.1, §53601(l) and §53601(p).

XII. PAYMENT AND CUSTODY
The City shall engage qualified third-party custodians to act in a fiduciary capacity to maintain appropriate evidence of the City's ownership of securities and other eligible investments. Such custodians shall disburse funds received from the City for a purchase to the broker, dealer or seller only after receiving evidence that the City has legal, record ownership of the securities. 184 CLICK HERE to Return to Agenda

Even though ownership is evidenced in book-entry form rather than by actual certificates, this procedure is commonly referred to as the delivery versus payment (DVP) method for the transfer of securities.

XIII. INTEREST EARNING DISTRIBUTION POLICY
Interest earnings are generated from pooled investments and specific investments. The following provisions apply to the calculation and distribution of interest earnings.

1. Pooled Investments – It is the general policy of the City to pool all available operating cash of the City of La Quinta, Successor Agency to the City of La Quinta Redevelopment Agency, La Quinta Financing Authority, and La Quinta Housing Authority, and to allocate interest earnings as a payment to each fund of an amount based on the month-end cash balance included in the common portfolio for the earning period.

2. Specific Investments – Specific investments purchased by a fund shall incur all earnings and expenses to that particular fund.

XIV. INTERNAL CONTROLS AND INDEPENDENT AUDITOR
The City Treasurer shall establish a system of internal controls to accomplish the following objectives:  Safeguard assets;  The orderly and efficient conduct of its business, including adherence to management policies;  Prevention or detection of errors and fraud;  The accuracy and completeness of accounting records; and  Timely preparation of reliable financial information.

While no internal control system, however elaborate, can guarantee absolute assurance that the City's assets are safeguarded, it is the intent of the City's internal control to provide a reasonable assurance that management of the investment function meets the City's objectives.

The internal controls shall address the following:  Control of collusion. Collusion is a situation where two or more employees are working in conjunction to defraud their employer.  Separation of transaction authority from accounting and record keeping. By separating the person who authorizes or performs the transaction from the people who record or otherwise account for the transaction, a separation of duties is achieved.  Custodial safekeeping. Securities purchased from any bank or dealer including appropriate collateral (as defined by State Law) shall be placed with an independent third party for custodial safekeeping.  Avoidance of physical delivery securities. Book entry securities are much easier to transfer and account for since actual delivery of a document never takes 185 CLICK HERE to Return to Agenda

place. Delivered securities must be properly safeguarded against loss or destruction.

The potential for fraud and loss increases with physically delivered securities.  Clear delegation of authority to subordinate staff members. Subordinate staff members must have a clear understanding of their authority and responsibilities to avoid improper actions. Clear delegation of authority also preserves the internal control structure that is contingent on the various staff positions and their respective responsibilities as outlined in the Segregation of Major Investment Responsibilities (Appendix C).  Written confirmation of telephone transactions for investments and wire transfers. Due to the potential for error and improprieties arising from telephone transactions, all telephone transactions shall be supported by written communications or electronic confirmations and approved by the appropriate person. Written communications may be via fax or email if on letterhead and the safekeeping institution has a list of authorized signatures.

Fax correspondence must be supported by evidence of verbal or written follow- up.  Development of a wire transfer agreement with the City's bank and third-party custodian.

This agreement should outline the various controls, security provisions, and delineate responsibilities of each party making and receiving wire transfers.

The system of internal controls developed by the City shall be reviewed annually by the independent auditor in connection with the annual audit of the City's Financial Statements. The independent auditor's letter on internal control over financial reporting and compliance as it pertains to cash and investments, if any, shall be directed to the City Manager who will direct the City Treasurer to provide a written response to the independent auditor's letter. The auditor's letter, as it pertains to cash and investment activities, and the City Treasurer's response shall be provided to the City's Financial Advisory Commission for their consideration. Following the completion of each annual audit, the independent auditor shall meet with the Financial Advisory Commission and discuss the auditing procedures performed and the review of internal controls for cash and investment activities. See Appendix C, "Segregation of Major Investment Responsibilities."
XV. REPORTING STANDARDS
The City Treasurer shall submit a quarterly Treasurer’s Report to the City Council and the Financial Advisory Commission that includes all cash and investments under the authority of the Treasurer. In addition, the City Treasurer or designee shall ensure all investment transactions are reported on at least a monthly basis as they occur throughout the quarter. The Treasurer's Report shall summarize cash and investment activity and changes in balances and include the following:  A certification by the City Treasurer;  A listing of purchases and sales/maturities of investments; 186 CLICK HERE to Return to Agenda

 Cash and Investments categorized by authorized investments; LAIF will also be provided quarterly and show yield and maturity;  Comparison of month-end actual holdings to Investment Policy limitations;  A two-year list of historical interest rates.

XVI. REVIEW OF INVESTMENT PORTFOLIO
The securities held by the City must be in compliance with this Policy at the time of purchase.

Due to market conditions, some securities may no longer comply subsequent to the date of purchase, therefore a formal quarterly review of the portfolio will be conducted to identify any securities which may have fallen out of compliance. Additionally, staff will monitor monthly statements, financial news, market updates, custodial bank corporate actions notices and/or any other information available that may communicate current ratings or credit quality of investments. Any major incidences of noncompliance identified during such review will be reported to the Financial Advisory Commission for confirmation of staff course of action.

XVII. FINANCIAL ADVISORY COMMISSION - CITY OF LA QUINTA The Financial Advisory Commission (FAC) is composed of seven members from the public that are appointed by the City Council. The FAC’s membership, qualifications, and powers and duties are prescribed in Chapter 2.70 of the La Quinta Municipal Code and included in this policy as Appendix A.

On an annual basis, in conjunction with the Political Reform Act disclosure statutes, or at any time if a change in circumstances warrants, each commissioner will provide the City Council with a disclosure statement which identifies any matters that have a bearing on the appropriateness of that member's service on the FAC. All commissioners shall report annually to the City Clerk on Form 700, Statement of Economic Interests, any activities, interests, or relationships that may be, or have the appearance of, a conflict of interest.

XVIII. INVESTMENT POLICY ADOPTION
The City's Investment Policy will be reviewed annually by the City's Financial Advisory Commission and the City Treasurer. The Financial Advisory Commission will forward the Investment Policy with any revisions to the City Manager and City Attorney for their review and comment. A joint meeting will be held with the Financial Advisory Commission, City Manager, City Attorney, and City Treasurer to review the Investment Policy and any comments prior to submission to the City Council for their consideration. The Investment Policy shall be adopted by resolution of the City Council annually before the end of June of each year. 187 CLICK HERE to Return to Agenda

City of La Quinta Municipal Code Chapter 2.70

FINANCIAL ADVISORY COMMISSION

2.70.010 General rules regarding the financial advisory commission. Except as set out below, see Chapter 2.06 for general provisions.

2.70.020 Number of members.

The financial advisory commission ("FAC") shall initially consist of seven members appointed by, and serving at the will of, the city council. The city council may increase or decrease the number of members from time to time but in no event shall the membership exceed nine members or be less than five members.

2.70.30 Qualifications of members.

A. In addition to the qualification requirements set forth in Section 2.06.040 of this code, a minimum of three of the members shall be finance professionals and shall have a verifiable background in finance and/or securities, preferably with knowledge and/or experience in markets, financial controls and accounting for securities.

B. For those applying for the professional position, background information will be requested, and potential candidates must agree to a background check and verification by the city manager or designee.

2.70.40 Powers and duties.

A. The principal functions of the FAC are:

1. Review at least annually the city's investment policy and recommend appropriate changes;

2. Review at least quarterly the treasury report and note compliance with the investment policy and adequacy of cash and investments for anticipated obligations;

3. Receive and consider other reports provided by the city treasurer;

4. Meet with the independent auditor after completion of the annual audit of the city's financial statements, and receive and consider the auditor's comments on auditing procedures, internal controls, and findings for cash and investment activities;

5. Review at least annually the revenue derived from the one percent (1%) transactions and use tax instituted by voters in November 2016 to ensure these funds are used to provide services, programs and capital projects in the city of La Quinta.

APPENDIX A
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6. Serve as a resource for the city treasurer on matters such as proposed investments, internal controls, use of or change of financial institutions, custodians, brokers and dealers.

B. The FAC will report to the city council after each meeting either in person or through correspondence at a regular city council meeting. (Ord. 556 § 1, 2017)

2.70.050 References to the Investment Advisory Board.

If any other chapter(s) or section(s) in this code refers to the Investment Advisory Board, that chapter(s) or section(s) shall be deemed to refer to the Financial Advisory Commission established by the ordinance amending chapter 2.70 of this code. 189 CLICK HERE to Return to Agenda

City of La Quinta Municipal Code Chapter 3.08

INVESTMENT OF MONEYS AND FUNDS

3.08.010 Investment of city moneys and deposit of securities.

Pursuant to, and in accordance with, and to the extent allowed by Sections 53607 and 53608 of the California Government Code, the authority to invest and reinvest moneys of the city, to sell or exchange securities, and to deposit them and provide for their safekeeping, is delegated to the city treasurer, which, for purposes of this chapter, is defined in Section 2.12.010 of this code. (Ord. 529 § 1, 2015; Ord. 2 § 1,
1982)

3.08.020 Authorized investments.

Pursuant to the delegation of authority in Section 3.08.010, the city treasurer is authorized to purchase, at their original sale or after they have been issued, securities which are permissible investments under the city council adopted city investment policy and any provision of state law relating to the investing of general city funds, including, but not limited to, Sections 53601 and 53635 of the California Government Code, as said sections now read or may hereafter be amended, from moneys in the city treasurer's custody which are not required for the immediate necessities of the city and as he or she may deem wise and expedient, and to sell or exchange for other eligible securities and reinvest the proceeds of the securities so purchased. (Ord. 529 § 1, 2015; Ord. 2 § 1, 1982)

3.08.030 Sales of Securities.

From time to time the city treasurer shall sell the securities in which city moneys have been invested pursuant to this chapter, so that the proceeds may, as appropriate, be applied to the purchase for which the original purchase money may have been designated or placed in the city treasury. (Ord.2 § 1 1982)

3.08.040 City bonds.

Bonds issued by the city and purchased pursuant to this chapter may be cancelled either in satisfaction of sinking fund obligations or otherwise if proper and appropriate; provided, however, that the bonds may be held uncancelled and while so held may be resold. (Ord. 2 § 1 (part), 1982)

3.08.050 Reports.

The city treasurer shall make a quarterly report to the city council of all investments made pursuant to the authority delegated in this chapter and as permitted by Section 53646(b)(1) of the Government Code. (Ord. 529 § 1, 2015; Ord. 2 § 1, 1982)

3.08.060 Deposits of securities.

Pursuant to the delegation of authority in Section 3.08.010, the city treasurer is authorized to deposit for safekeeping, the securities in which city moneys have been invested pursuant to this chapter, in any institution or depository authorized by the city council adopted investment policy and terms of any state law, including, but not limited to, Section 53608 of the Government Code, as it now reads or may hereafter be amended. In accordance with said section, the city treasurer shall take from the institution or depository a receipt for the securities so deposited and shall not be responsible for the securities delivered to and receipted for by the institution or depository

APPENDIX B
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until they are withdrawn therefrom by the city treasurer. (Ord. 529 § 1, 2015; Ord. 2 § 1, 1982)

3.08.070 Trust fund administration.

Any departmental trust fund established by the city council pursuant to Section 36523 of the Government Code shall be administered by the city treasurer in accordance with Section 36523 and 36524 of the Government Code and any other applicable provisions of law. (Ord. 2 § 1, 1982)
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SEGREGATION OF MAJOR INVESTMENT RESPONSIBILITIES
Function Responsible Parties
Develop and recommend modifications to the City's
formal Investment Policy
City Treasurer, Principal Management Analyst, and
Financial Advisory Commission
Review City's Investment Policy and recommend
City Council action
City Manager and City Attorney
Adopt formal Investment Policy City Council
Implement formal Investment Policy City Treasurer
Review financial institutions and select investments City Treasurer or Principal Management Analyst Acknowledge investment selections City Manager or his/her designee Execute investment transactions City Manager, City Treasurer, or Principal Management Analyst
Confirm wires Finance Manager, Senior Accountant, or
Administrative Technician
Record investment transactions in City's accounting
records
Finance Manager or Senior Accountant
Investment certification- match broker confirmation
to City's investment records
City Treasurer or Principal Management Analyst
Reconcile investment records to accounting
records and bank statements
Principal Management Analyst
Reconcile investment records to treasurer's report
of investments
City Treasurer, Finance Manager or Principal
Management Analyst
Security of investments at City Finance Manager or Administrative Technician Security of investments outside of City Third Party Custodian Review internal control procedures External Auditor

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Listing of Approved Financial Institutions
Banking Services
Custodian Services
Deferred Compensation
Broker/Dealer Services
Government/Joint Powers Authority Pools
Trustee Services
Other Post Employment Benefits (OPEB) Trust
Pension Trust - Administration
-Sunwest Bank, Irvine, CA (Banking Services - Dune Palms Mobile Estates)
-BMO Commercial Bank
-Stifel
-U.S. Bank Trust Company, N.A.
-International City/County Management Association Retirement Corporation (ICMA-RC) dba MissionSquare Retirement
-Stifel, Nicholaus, & Company, Inc.
-Higgins Capital Management, Inc.
-Great Pacific Securities
-State of California Local Agency Investment Fund (LAIF) -California Asset Management Program (CAMP)
-County of Riverside Pooled Investment Fund(1)
-U.S. Bank Trust Company, NA(2)
-California Employers' Retirement Benefits Trust
(CERBT)/CalPERS
-Public Agency Retirement Services (PARS)
(1)The County of Riverside Treasurer maintains one Pooled Investment Fund for all local jurisdictions having funds on deposit in the County Treasury. The City’s fire funds, which are property taxes collected to fund fire services in the City, are kept in reserve with the County to be used as expenses are incurred. (2) U.S. Bank is the fiscal agent for the following bonds: 2016 and 2021 Successor Agency to the La Quinta Redevelopment Agency (RDA) Bonds. As of March 2024, U.S. Bank is the custodian for the City's investment portfolio. U.S. Bank is also the trustee and asset custodian for the PARS pension trust and the CAMP pool..

APPENDIX D
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INVESTMENT MANAGEMENT PROCESS AND RISK
Except as provided for in Section 27000.3, Government Code Section 53600.3 declares as a trustee each person, treasurer, or governing body authorized to make investment decisions on behalf of local agencies. Trustees are subject to the prudent investor standard. These persons shall act with care, skill, prudence, and diligence under the circumstances then prevailing when investing, reinvesting, purchasing, acquiring, exchanging, selling, and managing funds. Section 53600.5 further stipulates that the primary objective of any person investing public funds is to safeguard principal; secondly, to meet liquidity needs of the depositor; and lastly, to achieve a return or yield on invested funds (Government Code Section 27000.5 specifies the same objectives for county treasurers and board of supervisors).

Risk is inherent throughout the investment process. There is investment risk associated with any investment activity and opportunity risk related to inactivity. Market risk is derived from exposure to overall changes in the general level of interest rates while credit risk is the risk of loss due to the failure of the insurer of a security. The market value of a security varies inversely with the level of interest rates. If an investor is required to sell an investment with a five percent yield in a comparable seven percent rate environment, that security will be sold at a loss. The magnitude of that loss will depend on the amount of time until maturity.

Purchasing certain allowable securities with a maturity of greater than five years requires approval of the governing board (see Government Code Section 53601). Part of that approval process involves assessing and disclosing the risk and possible volatility of longer-term investments
Another element of risk is liquidity risk. Instruments with call features or special structures, or those issued by little known companies, are examples of "story bonds" and are often thinly traded. Their uniqueness often makes finding prospective buyers in a secondary market more difficult and, consequently, the securities' marketability and price are discounted. However, under certain market conditions, gains are also possible with these types of securities.

Default risk represents the possibility that the borrower may be unable to repay the obligation as scheduled. Generally, securities issued by the federal government and its agencies are considered the most secure, while securities issued by private corporations or negotiable certificates of deposit issued by commercial banks have a greater degree of risk. Securities with additional credit enhancements, such as bankers acceptances, collateralized repurchase agreements and collateralized bank deposits are somewhere between the two on the risk spectrum.

The vast majority of portfolios are managed within a buy and hold policy. Investments are purchased with the intent and capacity to hold that security until maturity. At times, market forces or operations may dictate swapping one security for another or

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selling a security before maturity. Continuous analysis and fine tuning of the investment portfolio are considered prudent investment management.

The Government Code contains specific provisions regarding the types of investments and practices permitted after considering the broad requirement of preserving principal and maintaining liquidity before seeking yield. These provisions are intended to promote the use of reliable, diverse, and safe investment instruments to better ensure a prudently managed portfolio worthy of public trust.

Source: Chapter II. Fund Management from the Local Agency Investment Guidelines Issued by California Debt and Investment Advisory Commission
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GLOSSARY
(Adopted from the Municipal Treasurers Association)
The purpose of this glossary is to provide the reader of the City of La Quinta investment policies with a better understanding of financial terms as used in municipal investing or the financial sector in general. The glossary was adopted from the California Municipal Treasurers Association, therefore all terms appearing in this glossary may not be used in the policy..

AGENCIES: Federal agency securities and/or Government-sponsored enterprises.

ANNUAL COMPREHENSIVE FINANCIAL REPORT (ACFR): The official annual report for the City of La Quinta. It includes combined statements for each individual fund and account group prepared in conformity with GAAP. It also includes supporting schedules necessary to demonstrate compliance with finance-related legal and contractual provisions, extensive introductory material, and a detailed Statistical Section.

ASKED: The price at which securities are offered.

BANKERS' ACCEPTANCE (BA): A draft or bill or exchange accepted by a bank or trust company. The accepting institution guarantees payment of the bill, as well as the issuer.

BID: The price offered by a buyer of securities. (When you are selling securities, you ask for a bid.) See Offer.

BROKER: A broker brings buyers and sellers together for a commission.

CERTIFICATE OF DEPOSIT (CD): A time deposit with a specific maturity evidenced by a certificate. Large- denomination CD's are typically negotiable.

COLLATERAL: Securities, evidence of deposit or other property which a borrower pledges to secure repayment of a loan. Also refers to securities pledged by a bank to secure deposits of public monies.

COMMERCIAL PAPER: Short-term unsecured promissory notes issued by a corporation to raise working capital. These negotiable instruments are purchased at a discount to par value or at par value with interest bearing. Commercial paper is issued by corporations such as General Motors Acceptance Corporation, IBM, Bank America, etc.

CONDUIT FINANCING: A form of Financing in which a government or a government agency lends its name to a bond issue, although it is acting only as a conduit between a specific project and bond holders. The bond holders can look only to the revenues from the project being financed for repayment and not to the government or agency whose name appears on the bond.

COUPON: (a) The annual rate of interest that a bond's issuer promises to pay the bondholder on the bond's face value. (b) A certificate attached to a bond evidencing interest due on a payment date.

DEALER: A dealer, as opposed to a broker, acts as a principal in all transactions, buying and selling for his own account.

DEBENTURE: A bond secured only by the general credit of the issuer.

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DELIVERY VERSUS PAYMENT: There are two methods of delivery of securities: delivery versus payment and delivery versus receipt. Delivery versus payment is delivery of securities with an exchange of money for the securities. Delivery versus receipt is delivery of securities with an exchange of a signed receipt for the securities.

DERIVATIVES: (1) Financial instruments whose return profile is linked to, or derived from, the movement of one or more underlying index or security, and may include a leveraging factor, or (2) financial contracts based upon notional amounts whose value is derived from an underlying index or security (interest rates, foreign exchange rates, equities or commodities).

DISCOUNT: The difference between the cost price of a security and its maturity when quoted at lower than face value. A security selling below original offering price shortly after sale also is considered to be at a discount.

DISCOUNT SECURITIES: Non-interest-bearing money market instruments that are issued at discount and redeemed at maturity for full face value
DIVERSIFICATION: Dividing investment funds among a variety of securities offering independent returns.

GOVERNMENT SPONSORED ENTERPRISES (GSEs): Privately held corporations with public purposes created by the U.S. Congress to reduce the cost of capital for certain borrowing sectors of the economy. Securities issues by GSEs carry the implicit backing of the U.S.

Government, but they are not direct obligations of the U.S. Government. Typically referred to as ‘Agency Bonds’ or ‘Agencies’.

FNMAs or Fannie Mae (Federal National Mortgage Association) - Like GNMA was chartered under the Federal National Mortgage Association Act in 1938. FNMA is a federal corporation working under the auspices of the Department of Housing and Urban Development (HUD). It is the largest single provider of residential mortgage funds in the United States. Fannie Mae, as the corporation is called, is a private stockholder-owned corporation. The corporation's purchases include a variety of adjustable mortgages and second loans, in addition to fixed-rate mortgages.

FNMA's securities are also highly liquid and are widely accepted. FNMA assumes and guarantees that all security holders will receive timely payment of principal and interest.

FHLBs (Federal Home Loan Bank) - Issued by the Federal Home Loan Bank System to help finance the housing industry. The notes and bonds provide liquidity and home mortgage credit to savings and loan associations, mutual savings banks, cooperative banks, insurance companies, and mortgage-lending institutions. They are issued irregularly for various maturities.

The minimum denomination is $5,000. The notes are issued with maturities of less than one year and interest is paid at maturity.

FFCBs (Federal Farm Credit Bank) – Debt instruments used to finance the short and intermediate term needs of farmers and the national agricultural industry. They are issued monthly with three- and six-month maturities. The FFCB issues larger issues (one to ten year) on a periodic basis. These issues are highly liquid.
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FHLMCs or Freddie Mac (Federal Home Loan Mortgage Corporation) - a government sponsored entity established in 1970 to provide a secondary market for conventional home mortgages. Mortgages are purchased solely from the Federal Home Loan Bank System member lending institutions whose deposits are insured by agencies of the United States Government. They are issued for various maturities and in minimum denominations of $10,000.

Principal and interest is paid monthly.

FAMCs or Farmer Mac (Federal Agricultural Mortgage Corporation) - FAMC increases the availability and affordability of credit for the benefit of American agriculture and rural communities. They are the nation’s premier secondary market for agricultural credit, providing financial solutions to a broad spectrum of the agricultural community, including agricultural lenders, agribusinesses, and other institutions that can benefit from access to flexible, low-cost financing and risk management tools. FAMC is regulated by the Farm Credit Administration.

Other federal agency issues are Small Business Administration notes (SBA's), Government National Mortgage Association notes (GNMA's), and Tennessee Valley Authority notes (TVA's).

FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC): A federal agency that insures bank deposits, currently up to $250,000 per deposit per entity.

FEDERAL FUNDS RATE: The rate of interest at which Fed funds are traded. This rate is currently pegged by the Federal Reserve through open- market operations.

FEDERAL OPEN MARKET COMMITTEE (FOMC): Consists of seven members of the Federal Reserve Board and five of the twelve Federal Reserve Bank Presidents. The President of the New York Federal Reserve Bank is a permanent member, while the other Presidents serve on a rotating basis. The Committee periodically meets to set Federal Reserve guidelines regarding purchases and sales of Government Securities in the open market as a means of influencing the volume of bank credit and money.

FEDERAL RESERVE SYSTEM: The central bank of the United States created by Congress and consisting of a seven-member Board of Governors in Washington, D.C., 12 regional banks and about 3,000 commercial banks that are members of the system.

GOVERNMENT NATIONAL MORTGAGE ASSOCIATION (GNMA or Ginnie Mae):

Securities influencing the volume of bank credit guaranteed by GNMA and issued by mortgage bankers, commercial banks, savings and loan associations, and other institutions. Security holder is protected by full faith and credit of the U.S. Government. Ginnie Mae securities are backed by the FHA, VA or FMHM mortgages. The term "pass-throughs" is often used to describe Ginnie Maes.

LAIF (Local Agency Investment Fund): - A special fund in the State Treasury which local agencies may use to deposit funds for investment. There is no minimum investment period, the minimum transaction is $5,000 and the City follows the state guidance for maximum total balance. The City is restricted to a maximum of ten transactions per month. It offers high liquidity because deposits can be converted to cash in 24 hours and no interest is lost. All interest is distributed to those agencies participating on a proportionate share basis determined by the amounts deposited and the length of time
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