Agenda packet — Lake Elsinore City Council, April 23, 2024 (part 1 of 4)

City of Lake Elsinore
City Council Meeting
Agenda – Final

Steve Manos, Mayor
Brian Tisdale, Mayor Pro Tem
Timothy J. Sheridan, Council Member
Natasha Johnson, Council Member
Robert E. Magee, Council Member
Jason Simpson, City Manager
Meeting Date:

April 23, 2024

Closed Session: 6:00 PM
Public Session: 7:00 PM

Cultural Center
183 N. Main Street
Lake Elsinore, CA 92530

The City of Lake Elsinore appreciates your attendance. Citizens’ comments, input and interests provide the City Council with valuable information regarding issues of the community.

Meeting Information
Meetings are held on the 2nd and 4th Tuesday of every month, and the agenda is posted 72 hours prior to each meeting outside of City Hall. The agenda and related reports are also available on the City’s website at www.Lake-Elsinore.org. Meetings are conducted in person, televised live on Spectrum Cable Station Channel 29 and Frontier Cable Channel 31, and streamed online at http://www.lake- elsinore.org/city-government/city-council/webcast-videos. If you are attending the meeting in person, please park in the parking lot across the street from the Cultural Center to assist us in limiting the impact of meetings on the Downtown Business District. Thank you for your cooperation.

Public Comments – Addressing the City Council
Any person wishing to address the City Council on items not included on the Agenda may do so during Public Comments for 1 minute at the beginning of the meeting or during Public Comments for 3 minutes at the end of the meeting. We respectfully ask those interested in addressing the City Council to either submit a request to speak online at
http://www.lake-elsinore.org/city-
government/agendas-and-minutes or complete and present a “Request to Speak” form to the City Clerk at the meeting. This Form is available on the table located inside the Council Chamber.

Members of the public may also provide comments on Agenda items by noting the item on the “Request to Speak” form and will be called to address the City Council when the item is considered by the City Council during the meeting.

Written Communications
If you would like to submit written public comments, you may do so prior to the meeting either by entering them online at the link above or emailing them to the City Clerk at calvarez@lake-
elsinore.org. Any written communications or additional documents distributed to the City Council within 72 hours of the meeting will also be made available to the public in accordance with Government Code Section 54957.5.

Accessibility Accommodations
In compliance with the Americans with Disabilities Act, any person with a disability who requires a modification or accommodation in order to participate in a meeting should contact the City Clerk’s Department at (951) 6743124 Ext. 269, at least 48 hours before the meeting to make reasonable arrangements to ensure accessibility

City Council Agenda - Final April 23, 2024

City of Lake Elsinore Page 2

Dream Extreme 2040 is the City’s FIRST long -term strategic plan to assist the City in its pursuit of achieving its vision. The plan is a living document that will be updated regularly and serve as the framework to guide all decision- making over the next 20 years by identifying key Anchors, Aspirations, and Strategies.

Our Vision is the City of Lake Elsinore will be the ultimate destination where all can live, work, play, build futures, and fulfill dreams.

The Anchors are the City of Lake Elsinore’s unique community assets and opportunities: The Lake, Downtown, and Action and Adventure.

• The Lake: Lake Elsinore is a vital community asset. Protecting, enhancing, and celebrating the Lake is critical to Lake Elsinore’s City and community health.

• Downtown: Enhancing and creating the highest quality downtown experience will serve to create a strong sense of place that will shape the City’s identity as a place where residents and visitors can live, work, and play.

• Action and Adventure: Lake Elsinore’s programs, facilities, and natural environment will define the City as a destination for action and adventure for both visitors and residents.

Our Aspirations are broad, long- term goals that encapsulate what we hope to achieve in Lake Elsinore’s future. The City has identified 4 key aspirations to work towards.

Items on the agenda that align with Aspirations from the Dream Extreme 2040 Plan are noted by the Aspiration’s icon to highlight City Council actions that help the City pursue its goals.

To read the plan and learn more about its implementation in the City, visit www.Lake-Elsinore.org/DreamExtreme2040.

City Council Agenda - Final April 23, 2024

City of Lake Elsinore Page 3

CALL TO ORDER

The regular meeting of the City Council will be called to order.

ROLL CALL

PUBLIC COMMENTS ON CLOSED SESSION ITEMS

CLOSED SESSION

A. CONFERENCE WITH LEGAL COUNSEL--ANTICIPATED LITIGATION Significant exposure to litigation pursuant to paragraph (2) of subdivision (d) of Gov’t Code Section 54956.9: 1 potential case

RECESS

The City Council will recess to Closed Session.

RECONVENE/CALL TO ORDER - 7:00 P.M.

The Regular Meeting of the City Council will reconvene and the Regular Meeting of the Successor Agency will be called to order.

PLEDGE OF ALLEGIANCE

MOMENT OF SILENCE

ROLL CALL

CLOSED SESSION REPORT

PRESENTATIONS/CEREMONIALS

1) CalFire 2024 First Quarter Statistical Update

PUBLIC COMMENTS - NON-AGENDIZED ITEMS - 1 MINUTE

(Please read & complete a Request to Address the City Council/Successor Agency form prior to the start of the meeting and turn it in to the City Clerk/Clerk. The Mayor/Chair or City Clerk/Clerk will call on you to speak.)

CITY COUNCIL CONSENT CALENDAR

2) Minutes of the Regular City Council Meeting of April 9, 2024

Approve the Minutes.

3) CC Investment Report for March 2024

Receive and file the Investment Report for March 2024.

City Council Agenda - Final April 23, 2024

City of Lake Elsinore Page 4

4) November 5, 2024 General Municipal Election

1. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE

ELSINORE, CALIFORNIA, CALLING FOR THE HOLDING OF A GENERAL MUNICIPAL ELECTION TO BE HELD ON TUESDAY, NOVEMBER 5, 2024 FOR

THE ELECTION OF CERTAIN OFFICERS AS REQUIRED BY THE PROVISIONS

OF THE LAWS OF THE STATE OF CALIFORNIA RELATING TO GENERAL LAW

CITIES AND FOR THE SUBMISSION TO THE VOTERS A QUESTION

RELATING TO WHETHER THE CITY TREASURER POSITION SHOULD BE APPOINTIVE;

2. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE

ELSINORE, CALIFORNIA, REQUESTING THE BOARD OF SUPERVISORS OF

THE COUNTY OF RIVERSIDE TO CONSOLIDATE A GENERAL MUNICIPAL ELECTION TO BE HELD ON NOVEMBER 5, 2024, WITH THE STATEWIDE GENERAL ELECTION TO BE HELD ON THE DATE PURSUANT TO §10403 OF THE CALIFORNIA ELECTIONS CODE; and

3. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE

ELSINORE, CALIFORNIA, ADOPTING REGULATIONS FOR CANDIDATES FOR

ELECTIVE OFFICE PERTAINING TO CANDIDATE STATEMENTS SUBMITTED

TO THE VOTERS AT AN ELECTION TO BE HELD ON TUESDAY, NOVEMBER 5, 2024.

5) Rejection of Claim by Nitin Jindal

Direct the City Clerk to notify claimant Nitin Jindal that his claim submitted to the City Clerk's Department on February 15, 2024, is rejected.

6) Professional Services Agreement With EGP Consulting, Inc. for On -call Environmental Services

Approve and authorize the City Manager to execute an Agreement for Professional Services with EGP Consulting Inc. to provide on-call environmental support services in the amount of $160,000, in such final form as approved by the City Attorney.

7) Annual Progress Report on the Lake Elsinore General Plan and Housing Element for Calendar Year 2023

Receive and File the City’s Annual General Plan and Housing Element Progress Report for Calendar Year 2023 and acknowledge submittal of the Housing Element portion of the Annual Report and direct staff to transmit the remainder of the General Plan 2023 Annual Progress Report to Department of Housing and Community Development (HCD) and the Governor's Office of Planning and Research (OPR).

8) Agreement with Wash Laundry Services for Laundry Machine Operator Services at Launch Pointe

Approve and authorize the City Manager to execute a Lease Agreement with Wash Laundry Systems to lease the laundry room facility at Launch Pointe providing units and maintenance of units for guests of Launch Pointe in such final form as approved by the City Attorney.

City Council Agenda - Final April 23, 2024

City of Lake Elsinore Page 5

9) Agreement With Zonda Advisory for an Analysis' of Office and Retail Demand and Opportunities in the City of Lake Elsinore

Approve and authorize the City Manager to execute an agreement with Zonda Advisory (DBA Meyers Research) in an amount not to exceed $36,000 for quantitative real estate research services and analysis for retail and office demand and opportunities, in such final form as approved by the City Attorney.

10) Amendment No. 2 to Professional Services Agreement with FCG for Resident Engineering Services at I -15 Main Street Interchange for Construction Management and Project Closeout Support Services

Approve and authorize the City Manager to execute Amendment No. 2 to Professional Services Agreement with FCG Consultants for $258,091.95 plus an additional 10% contingency to provide Construction Management & Inspection Services for the I -15 / Main Street Interchange Improvements Project in final form as approved by the City Attorney.

11) Tract 38271 Laguna Pointe Haul Route

Approve and authorize the Mayor and City Manager to execute a Haul Route Agreement requested for Tract 38271 Laguna Pointe.

12) Notice of Completion on Roof Replacement at City Hall (CIP Project #Z20005)

Accept the improvements and authorize the City Clerk to file the Notice of Completion with the County Recorder for the City Hall Roof Replacement Project (Project #Z20005) completed by CalCom Roofing, Inc.

13) Notice of Completion on Roof Replacement at Swick & Matich Park (CIP Project #Z40023)

Accept the improvements and authorize the City Clerk to file the Notice of Completion with the County Recorder for the Swick & Matich Park Roof Replacement Project (Project #Z40023) completed by Don Luginbill Roofing, Inc. (JJ Roofing).

14) Purchase of One (1) Heavy Duty 4-post Vehicle Lift

Approve and authorize the City Manager to execute a purchase order with Southwest Lift & Equipment, Inc. for one (1) Heavy Duty 4 -Post Vehicle Lift in an amount not to exceed $36,173.55 (including tax) in such final form approved by the City Attorney.

15) Purchase of One (1) Mobile Concrete Mixing Trailer

1. Approve and authorize the City Manager to execute a purchase order with Cart - Away Concrete Systems, Inc., for one (1) Mobile Concrete Mixing Trailer in an amount not to exceed $50,296.88 (including tax) in such final form as approved by the City Attorney, and

2. Find that the proposed purchase is exempt from the standard bidding procedures pursuant to LEMC Section 3.08.070.B. because the commodity can be obtained from only one vendor.

City Council Agenda - Final April 23, 2024

City of Lake Elsinore Page 6

SUCCESSOR AGENCY CONSENT CALENDAR

16) Minutes of the Regular Successor Agency Meeting of April 9, 2024

Approve the Minutes.

17) SA Investment Report for March 2024

Receive and file the Investment Report for March 2024.

PUBLIC HEARING

18) Planning Application No. 2023 -29 (Tentative Parcel Map No. 38753) – a Request to Subdivide a 1.26-acre Parcel into Two (2) Parcels that are 0.79 Acres and 0.47 Acres in Size Located on the Northerly Side of Lakeshore Drive and Westerly of Riverside Drive

1. Find that the proposed project is exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15315 (Minor Land Divisions);

2. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, FINDING THAT PLANNING APPLICATION NO. 2023 - 29 (TENTATIVE PARCEL MAP NO. 38753) IS CONSISTENT WITH THE

WESTERN RIVERSIDE COUNTY MULTIPLE SPECIES HABITAT
CONSERVATION PLAN (MSHCP); and

3. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, APPROVING TENTATIVE PARCEL MAP NO. 38753 TO SUBDIVIDE A 1.26 -ACRE PARCEL INTO TWO (2) PARCELS THAT ARE

0.79 ACRES AND 0.47 ACRES, RESPECTIVELY LOCATED AT APN: 378 -290- 015.

BUSINESS ITEMS

19) Resolution Denying Request for Extension of Time for Tentative Tract Map No. 37922, Conditional Use Permit No. 2019 -19, and Commercial Design Review No. 2019-27 (Lake and Mountain Commercial Center) and Making Findings in Support Thereof

Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,

CALIFORNIA, DENYING REQUEST FOR EXTENSION OF TIME FOR TENTATIVE TRACT MAP NO. 37922, CONDITIONAL USE PERMIT NO. 2019- 19, AND COMMERCIAL DESIGN REVIEW NO. 2019 -27 (LAKE AND MOUNTAIN

COMMERCIAL CENTER) AND MAKING FINDINGS IN SUPPORT THEREOF

20) Unlawful Possession of a Catalytic Converter

1. Introduce by title only and waive further reading of AN ORDINANCE OF THE CITY

COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, ADDING CHAPTER 9.60 TO TITLE 9 OF THE LAKE ELSINORE MUNICIPAL CODE (LEMC) REGARDING UNLAWFUL POSSESSION OF A CATALYTIC
CONVERTER; and

2. Authorize the City Council to sign letters of support for proposed legislation that deters catalytic converter theft, including AB1519 (Bains) and AB641 (Fong).

City Council Agenda - Final April 23, 2024

City of Lake Elsinore Page 7

PUBLIC COMMENTS - NON-AGENDIZED ITEMS - 3 MINUTES

CITY MANAGER COMMENTS

CITY ATTORNEY COMMENTS

CITY COUNCIL COMMENTS/REPORTS ON MEETINGS ATTENDED

ADJOURNMENT

The Lake Elsinore City Council will adjourn to the next Regular meeting of Tuesday, May 14, 2024 in the Cultural Center located at 183 N. Main Street. Closed Session will commence at 5:00 p.m. or such later time as noticed on the Agenda, and the regular Open Session business meeting will commence at 7:00 p.m.

AFFIDAVIT OF POSTING

I, Candice Alvarez, MMC, City Clerk of the City of Lake Elsinore, do hereby affirm that a copy of the forgoing agenda was posted at City Hall at 5:00 p.m. on Thursday, April 18, 2024.

_________________________
Candice Alvarez, MMC
City Clerk

CONFERENCE WITH LEGAL COUNSEL--ANTICIPATED LITIGATION
Significant exposure to litigation pursuant to paragraph (2) of subdivision (d) of Gov’t Code Section 54956.9: 1 potential case

Page 1 of 1 ends

REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Barbara Leibold, City Attorney
Date:April 23, 2024
Subject: CONFERENCE WITH LEGAL COUNSEL--ANTICIPATED LITIGATION Significant exposure to litigation pursuant to paragraph (2) of subdivision (d) of Gov’t Code Section 54956.9: 1 potential case
1)
CalFire 2024 First Quarter Statistical Update

Page 1 of 1 ends

REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Candice Alvarez, MMC, City Clerk
Date:April 23, 2024
Subject:CalFire 2024 First Quarter Statistical Update
2)
Minutes of the Regular City Council Meeting of April 9, 2024 Approve the Minutes.

Page 1 of 1 ends

REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Candice Alvarez, MMC, City Clerk
Date:April 23, 2024
Subject:Minutes of the Regular City Council Meeting of April 9, 2024 Recommendation
Approve the Minutes.

Attachments
Attachment 1- Draft Minutes

City of Lake Elsinore
City Council Meeting
Minutes – Draft

Steve Manos, Mayor
Brian Tisdale, Mayor Pro Tem
Timothy J. Sheridan, Council Member
Natasha Johnson, Council Member
Robert E. Magee, Council Member
Jason Simpson, City Manager
Meeting Date:

April 09, 2024

Closed Session: NONE
Public Session: 7:00 PM

Cultural Center
183 N. Main Street
Lake Elsinore, CA 92530

CALL TO ORDER - 7:00 P.M.

The Regular Meeting of the City Council was called to order at 7:00 p.m.

PLEDGE OF ALLEGIANCE

Mayor Manos led the Pledge of Allegiance.

MOMENT OF SILENCE

ROLL CALL

Present: 5 - Council/Agency Members Johnson, Magee, and Sheridan; Mayor Pro Tem/Vice Chair Tisdale; and Mayor/Chair Manos

Absent: 0 - None

PRESENTATIONS/CEREMONIALS

1) DMV Donate Life Month

Present a Proclamation proclaiming the month of April 2024 as “DMV Donate Life Month” in the City of Lake Elsinore.

Mayor Manos presented the Proclamation to Erika Heranic, OneLegacy Ambassador.

City Council Minutes - Draft April 09, 2024

City of Lake Elsinore Page 2

2) Southern California Invention Convention Nationals

View a presentation from students of Julia Lee Performing Arts Academy regarding Southern California Invention Convention Nationals.

Mayor Manos presented Certificates of Recognition to Eden Smits, Layanie Gonzalez, Jayda Herald, Scarlett Watkins, Matie Flores, Arnulfo Castro, Amani Joy, Aislinn Delgado, Sofia Flores, Mikayla Gonzalez, and Na’vi Jones for their participation in the Southern California Invention Convention representing the Julia Lee Performing Arts Academy, the City of Lake Elsinore, and Riverside County, and to Isabella Correa for securing 2nd place at the Riverside County Science & Engineering Fair.

3) Riverside County Sheriff's Office 2024 First Quarter Statistical Update

Lieutenant Clark presented the update.

4) STAX Special Tax Information Portal

Receive a presentation from Spicer Consulting Group.

Shane Spicer provided a presentation.

PUBLIC COMMENTS - NON-AGENDIZED ITEMS - 1 MINUTE

Ace Vallejos was called to speak.

CITY COUNCIL CONSENT CALENDAR

A motion was made by Council Member Johnson, seconded by Mayor Pro Tem Tisdale to approve the City Council Consent Calendar. The motion carried by the following vote:

Aye: 5 Council Members Johnson, Magee, and Sheridan; Mayor Pro Tem Tisdale; and Mayor Manos
Nay: 0 None

5) Minutes of the Regular City Council Meeting of March 26, 2024

Approve the Minutes.

This item was approved on the City Council Consent Calendar.

6) CC Warrant Report Dated March 01, 2024, to March 15, 2024

Receive and file.

This item was approved on the City Council Consent Calendar.

7) Tract Map 38616, New Ventures

Approve Tract Map 38616 subject to City Engineer’s acceptance as being true and correct and authorize the City Clerk to sign the map and arrange for recordation.

This item was approved on the City Council Consent Calendar.

City Council Minutes - Draft April 09, 2024

City of Lake Elsinore Page 3

8) Annual Professional Design Services On -Call Agreement in Support of City of Lake Elsinore’s Minor Construction Projects

Approve and authorize the City Manager to execute the Professional Design Services On-Call Agreements with STK Architecture Inc., in the amount not to exceed $50,000 in the form attached and in such final form as approved by the City Attorney.

This item was approved on the City Council Consent Calendar.

9) Haul Route for EVMWD Regional Water Reclamation Facility Expansion Project

1. Approve the request for the haul route; and,

2. Approve and authorize the Mayor and City Manager to execute the Haul Route Agreement.

This item was approved on the City Council Consent Calendar.

10) Acceptance of the Street Outreach Grant From Riverside County's Continuum of Care

Approve and authorize the City Manager to execute an agreement with the County of Riverside Continuum of Care to accept a grant in the amount $205,170 for Street Outreach services.

This item was approved on the City Council Consent Calendar.

11) Loan Commitment Letter for Cambern Apartments Affordable Housing Project Proposal

Approve the Loan Commitment Letter for the Cambern Apartments Affordable Housing Project Proposal in substantially the form attached and authorize the City Manager and City Attorney jointly to make necessary and appropriate revisions without increasing the City’s financial commitment for submittal with CHW’s tax credit application.

This item was approved on the City Council Consent Calendar.

SUCCESSOR AGENCY CONSENT CALENDAR

A motion was made by Agency Member Johnson, seconded by Vice Chair Tisdale to approve the Successor Agency Consent Calendar. The motion carried by the following vote:

Aye: 5 Agency Members Johnson, Magee, and Sheridan; Vice Chair Tisdale; and Chair Manos
Nay: 0 None

12) Minutes of the Regular Successor Agency Meeting of March 26, 2024

Approve the Minutes.

This item was approved on the Successor Agency Consent Calendar.

City Council Minutes - Draft April 09, 2024

City of Lake Elsinore Page 4

13) SA Warrant Report Dated March 01, 2024, to March 15, 2024

Receive and file.

This item was approved on the Successor Agency Consent Calendar.

PUBLIC HEARING

14) Planning Application No. 2021 -43 (Canyon Hills Estates) – A request to revise a previously approved Tentative Tract Map No. 34249 to subdivide the 81.32 -acre portion into 133 single -family residential lots, three open space lots, two water quality basins, and one 5.82 -acre park and the design and construction of 133 single-family homes and related site improvements located within the Canyon Hills Estates Specific Plan

1. Find that the project is exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15182(c) (Residential Projects Implementing Specific Plans;

2. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE

ELSINORE, CALIFORNIA, ADOPTING FINDINGS THAT PLANNING
APPLICATION NO. 2021 -43 (TENTATIVE TRACT MAP NO. 34249, REVISION NO. 1 AND RESIDENTIAL DESIGN REVIEW NO. 2022 -06) IS CONSISTENT

WITH THE WESTERN RIVERSIDE COUNTY MULTIPLE SPECIES HABITAT CONSERVATION PLAN (MSHCP);

3. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, APPROVING TENTATIVE TRACT MAP NO. 34249, REVISION NO. 1 FOR THE SUBDIVISION OF 81.32 -ACRES INTO 133 SINGLE-

FAMILY RESIDENTIAL LOTS, THREE OPEN SPACE LOTS, TWO WATER QUALITY BASINS, AND ONE 5.82 -ACRE PARK WITHIN THE CANYON HILLS ESTATES SPECIFIC PLAN LOCATED AT APNS 365 -230-005, 006, 009, 011, AND 012; and

4. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE, CALIFORNIA, APPROVING RESIDENTIAL DESIGN REVIEW NO. 2022-06 PROVIDING BUILDING DESIGNS AND RELATED IMPROVEMENTS FOR 133 SINGLE -FAMILY RESIDENTIAL UNITS FOR TENTATIVE TRACT NO. 34249, REVISION NO. 1 WITHIN THE CANYON HILLS ESTATES SPECIFIC PLAN LOCATED AT APNS 365-230-005, 006, 009, 011, AND 012.

The Public Hearing was opened at 7:47 p.m.

Community Development Director Abraham presented the staff report.

Gregory Hohman, Tri Pointe Homes, applicant, presented the project.

James Winkler was called to speak.

The Public Hearing was closed at 8:03 p.m.

City Council Minutes - Draft April 09, 2024

City of Lake Elsinore Page 5

A motion was made by Council Member Johnson, seconded by Council Member Magee to approve all four of staff’s recommendations. The motion carried by the following vote:

Aye: 5 Council Members Johnson, Magee, and Sheridan; Mayor Pro Tem Tisdale; and Mayor Manos
Nay: 0 None

PUBLIC COMMENTS - NON-AGENDIZED ITEMS - THREE MINUTES

Magdalena Bianchi was called to speak.

Susan Lovett was called to speak.

CITY ATTORNEY COMMENTS

City Attorney Leibold had no comments.

CITY MANAGER'S COMMENTS

City Manager Simpson had no comments.

CITY COUNCIL COMMENTS/REPORTS ON MEETINGS ATTENDED

Council Member Sheridan reported on his attendance at the Riverside Transit Agency Southwest T-Now meeting on March 27, 2024 and Board of Directors meeting on March 28, 2024; noted that the Riverside Transit Agency is hosting Free Ride Fridays; shared photos from the Lake Elsinore Historical Society’s Second Ruth Atkins Speaker Series event; and reported on the Storm’s Opening Weekend results.

Council Member Johnson reported on her attendance at the Western Riverside County Regional Conservation Authority meeting on April 1, 2024; provided updates from the Homeless Task Force for March 2024; invited the community to participate in the COPS for Kids Celebrity Golf Tournament on May 3, 2024 at Dos Lagos Golf Course; invited community members to attend the Chamber of Commerce’s 2024 Salute to the Elected event from 6:00 – 9:00 p.m. on Friday, June 14, 2024 at Pins and Pockets; congratulated this month’s Students of the Month; and provided an update on poppies in Walker Canyon.

Council Member Magee shared that the Riverside County Transportation Commission Execute Committee will be meeting on Wednesday, April 10, 2024; announced the April Fuels Day Sand Drags event which will be held April 12- 14, 2024 at the Lake Elsinore Motorsports Park; and invited the community to participate in the 11
th Annual Dream Extreme Fishing Derby on
Saturday, May 18, 2024 at Launch Pointe.

Mayor Pro Tem Tisdale reported on his attendance at the Western Riverside Council of Governments Executive Committee meeting on April 1, 2024.

Mayor Manos reported on his attendance at the Southern California Association of Governments Regional Council and Transportation Committee meetings on April 4, 2024; encouraged residents to participate in the Color Run from 7:00 a.m. – 12:00 p.m. on April 28, 2024 at the Diamond Stadium Levee; provided an update on the Lake Water and Microcystin; invited the community to listen to the Connect LE Podcast on April 15, 2024; and announced the Noche de Estrellas event on May 5, 2024 at Diamond Stadium.

City Council Minutes - Draft April 09, 2024

City of Lake Elsinore Page 6

ADJOURNMENT

The Lake Elsinore City Council adjourned at 8:29 p.m. to the next Regular meeting of Tuesday, April 23, 2024 in the Cultural Center located at 183 N. Main Street. Closed Session will commence at 5:00 p.m. or such later time as noticed on the Agenda, and the regular Open Session business meeting will commence at 7:00 p.m.

3)
CC Investment Report for March 2024
Receive and file the Investment Report for March 2024.

Page 1 of 1 ends

REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Shannon Buckley, Assistant City Manager
Date:April 23, 2024
Subject:CC Investment Report for March 2024
Recommendation
Receive and file the Investment Report for March 2024.

Discussion
The Investment Report lists all funds invested for the City as of the date shown on the report.

Fiscal Impact
No fiscal impact.

Attachments
Attachment 1- Investment Report for March 2024

CITY OF LAKE ELSINORE

INVESTMENT REPORT

BANK DEPOSITS OUTSTANDING BOOK

CASH ACCOUNTS BALANCE IN TRANSIT PAYMENTS BALANCE
Bank Accounts:

General Checking Account 3,028,687 $ 71,105 $ (184,502) $ 2,915,290 $ Cash On Hand:

Cashier Drawers #1 & #2 - - - 300 City of Lake Elsinore Petty Cash Fund - - - 2,000 Total Cash Accounts 3,028,687 71,105 (184,502) 2,917,590

INVESTMENTS
Local Agency Investment Funds 70,976,822 - - 70,976,822 CAMP Investments:

CAMP Pool Account 221,403 - - 221,403 U.S. Treasury Bond / Note 22,367,343 - - 22,367,343 Supra-National Agency Bond / Note - - - - Municipal Bond / Note 1,536,023 - - 1,536,023 Federal Agency Commercial Mortgage-Backed Security 7,272,514 - - 7,272,514 Federal Agency Bond / Note 2,266,362 - - 2,266,362 Corporate Note 12,576,428 - - 12,576,428 Certificate of Deposit 900,000 - - 900,000 Asset-Backed Security 5,254,992 - - 5,254,992 Sub-total Investments 123,371,885 - - 123,371,885 Market Value Adjustment:

Unrealized Gain/(Loss) at 12/31/2023 (584,093) - - (584,093) Total Investments 122,787,793 - - 122,787,793 Total Pooled Cash and Investments 125,816,480 $ 71,105 $ (184,502) $ 125,705,383 $ TOTAL POOLED CASH AND INVESTMENTS 125,705,383$
I certify that this report accurately reflects all pooled investments and it is in conformity with the investment policy as approved by the City Council on June 28, 2022. A copy of this policy is available in the office of the City Clerk. The pooled investments shown above provide sufficient cash flow liquidity to meet the next six months estimated expenditures.

Jason P. Simpson April 10, 2024
City Manager Date

C I T Y O F L A K E E L S I N O R E

INVESTMENT REPORT OF POOLED CASH AND INVESTMENTS
AS OF MARCH 31, 2024

FUND NO FUND NAME AMOUNT
100 General 13,701,750 $
102 Measure Z 20,314,398
106 Affordable Housing In Lieu 902,914
107 Developer Agreement Revenue 335,461
108 American Rescue Plan 5,788,473
109 Road Maintenance and Rehabilitation (SB1) 1,302,998 110 State Gas Tax 515,651
111 TUMF C.I.P. 7,137
112 Measure A 1,271,682
114 SB1186 CASP Education Program 65,108
116 City Hall-Public Works DIF 144,717
117 Community Center DIF 312,716
118 Lake Side Facility DIF 485,403
119 Animal Shelter DIF 93,716
135 Lighting & Landscape Maintenance - Dist. No. 1 1,391,276 140 Geothermal 12,119
155 CSA152 -- N.P.D.E.S. 64,068
202 La Strada RBBD 24,716
203 E.L.S.P. - S.T.I.F. 3,485,332
205 Traffic Impact Fee 572,095
211 Storm Drain C.I.P. 3,256,471
221 Quimby Park C.I.P. 202,240
231 Library C.I.P. 1,416,920
232 City Fire Protection 829,713
300 Insurance Service 998,984
305 Information Systems Service 2,834,993
310 Support Service 27,041
315 Fleet Service 145,862
320 Facilities Service 2,221,976
331 CFD 2006-1CC Summerly Improvement Area CC 55,438
332 CFD 2006-1 Improvement Area B, Summerly 29,553
334 CFD 2015-5 Trieste - Far West Industries 38,612
335 CFD 2003-2E Canyon Hills Improvement Area E 46,512
336 CFD 2006-1FF Summerly Improvement Area FF 29,262
337 CFD 2016-2 Canyon Hills 227,221
338 CFD 2006-1 IA-JJ Summerly Improvement Area 68,704
339 CFD 2006-1 IA-KK Summerly Improvement Area 41,844
340 CFD 2006-1 IA-EE Summerly Improvement Area 58,266
345 CFD 2003-2 Improvement Area D, Canyon Hills 650,659 346 CFD 2014-1 Southshore 70,443
347 CFD 2006-1 Improvement Area A, Summerly 69,697
350 CFD 98-1 Summerhill 424,753
351 CFD 2006-1 IA-II Summerly Improvement 23,934
354 CFD 90-2 Tuscany Hills 547,268
355 RAD 2021-1 Canyon Hills Improvement 326,151

C I T Y O F L A K E E L S I N O R E

POOLED CASH AND INVESTMENTS BY FUND
AS OF MARCH 31, 2024

FUND NO FUND NAME AMOUNT

C I T Y O F L A K E E L S I N O R E

POOLED CASH AND INVESTMENTS BY FUND
AS OF MARCH 31, 2024
357 CFD 2003-2 Canyon Hills Improvement Area 110,253
361 CFD 2022-2 Lakeshore Improvement 9,650
364 CFD 2023-2 Coastal Mission Trail Improvement 20,812 366 CFD 2005-6 City Center Townhomes 97,947
368 CFD 2006-2 Viscaya 207,801
369 CFD 2004-3 Area 1 Rosetta Canyon Improvement Area 616,824 370 CFD 2006-1 IA-HH Summerly Improvement 53,575
371 CFD 2005-1 Serenity 214,638
372 CFD 2005-2 Alberhill Ranch Improvement Area 507,108 374 CFD 2005-4 Lakeview Villas 2,475
375 CFD 2006-4 Clurman 126,087
378 CFD 2006-8 Running Deer Estates 44,044
384 CFD 2003-2 Area B Canyon Hills Improvement Area 629,625 385 CFD 2004-3 Area 2 Rosetta Canyon Improvement Area 555,015 386 CFD 2007-4 Mekenna Court 33,216
387 CFD 2007-5 Red Kite 30,612
388 CFD 2007-6 Holiday Inn Express 2,631
389 CFD 88-3 (2008A) West Lake Elsinore Series A 1,092
390 CFD 2003-2 Area C Canyon Hills Improvement Area 144,332 392 CFD 95-1 City Center 45,373
394 CFD 2005-5 (2012A) Wasson Canyon 104,940
395 CFD 2018-1 Wasson Canyon II Improvement Area 816
396 CFD 2018-2 Nichols Ranch Improvement Area 91,196
397 CFD 2018-3 Village at Lakeshore 49,419
500 Capital Improvement Plan 10,453,047
603 Endowment Trust - Carl Graves 62,625
604 Endowment Trust - Korn Memorial 34,823
605 Public Improvement Trust 1,773,370
606 Mobile Source Air Polution Reduction 97,263
608 Trust Deposit & Pre Paid Expense 1,534,895
617 Successor Agency Housing 34,517,767
620 Cost Recovery System 7,602,068
631 Lake Destratification Equipment Replacement 495,796 Total Pooled Cash & Investments 125,705,383$

MAXIMUM DIVERSIFICATION CURRENT

TYPES OF SECURITIES PERCENTAGE PERCENTAGE BALANCE
CAMP - Pooled Sweep Account Unlimited 0.18% 221,403 $
U.S. Treasury Bond / Note Unlimited 18.13% 22,367,343 $ Supra-National Agency Bond / Note 30% 0.00% - $
Municipal Bond / Note Unlimited 1.25% 1,536,023 $
Federal Agency Collaterized Mortgage Obligation 40% 5.89% 7,272,51 4$ Federal Agency Bond / Note Unlimited 1.84% (1) 2,266,362$ Corporate Note 30% 10.19% 12,576,428 $
Negotiable Certificates of Deposit 30% 0.73% 900,000 $
Asset-Backed Security / Collaterized Mortgage 20% 4.26% 5,254,992 $ LAIF (Local Agency Investment Funds) $150 Million 57.53% (2) 70,976,822$ TOTAL 100.00% 123,371 ,885$
Note:
(1) No more than 40% in any one federal agency. See CAMP Portfolio Statement for listing of agencies. (2) Investment in LAIF may not exceed $75 million in each agency.

C I T Y O F L A K E E L S I N O R E

SUMMARY OF POLICY LIMITATIONS
FOR THE MONTH ENDING MARCH 31, 2024

Local Agency Investment Fund

March 4.232
February 4.122
January 4.012
December 3.929
November 3.843
October 3.670
PMIA Average Life(1): 230
LAIF Fair Value Factor(1): 0.993543131
PMIA Daily(1): 3.96
PMIA Quarter to Date(1): 3.81
LAIF Apportionment Rate(2): 4.00
LAIF Earnings Ratio(2): 0.00010932476863589
LAIF Administrative Cost(1)*: 0.29
Treasuries

54.92%
Agencies

25.05%
Certificates of
Deposit/Bank Notes

10.04%
Time
Deposits

3.02%
Commercial
Paper

6.38%
Corporate
Bonds

0.39%
Loans

0.20%
Notes: The apportionment rate includes interest earned on the CalPERS Supplemental Pension Payment pursuant to Government Code 20825 (c)(1) and interest earned on the Wildfire Fund loan pursuant to Public Utility Code 3288 (a). *The percentage of administrative cost equals the total administrative cost divided by the quarterly interest earnings. The law provides that administrative costs are not to exceed 5% of quarterly EARNINGS of the fund. However, if the 13-week Daily Treasury Bill Rate on the last day of the fiscal year is below 1%, then administrative costs shall not exceed 8% of quarterly EARNINGS of the fund for the subsequent fiscal year.

Source:
(1) State of California, Office of the Treasurer
(2) State of Calfiornia, Office of the Controller
PMIA Average Monthly
Effective Yields(1)
PMIA/LAIF Performance Report
as of 4/3/24
Daily rates are now available here. View PMIA Daily Rates Quarterly Performance
Quarter Ended 12/31/23
Chart does not include $2,059,000.00 in mortgages, which equates to 0.001%. Percentages may not total 100% due to rounding.

Pooled Money Investment Account
Monthly Portfolio Composition (1)
2/29/24
$164.3 billion

Yield Purchase Date Maturity Rate

4.232% Daily 24-Hour
Investment Beginning Balance Net Increase/(Decrease) Ending Balance Total Investments Held with
Local Agency Investment Fund: 72,976,822$ (2,000,000) $ 70,976,822 $ Note:

Per California State Treasurer, LAIF Statute 16429.1: Separate accounts for each governmental unit shall be maintained.

C I T Y O F L A K E E L S I N O R E

LOCAL AGENCY INVESTMENT FUND

TRANSACTION SUMMARY
FOR THE MONTH ENDING MARCH 31, 2024
CAMP
Investment Portfolio

For the Month Ending March 31, 2024Account Statement - Transaction Summary

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Opening Market Value
Purchases
Redemptions
Change in Value
Closing Market Value
44,627.69
2,292,165.03
(2,115,390.15)

0.00 $221,402.57
CAMP Pool
Unsettled Trades 0.00
651.71 Cash Dividends and Income
Opening Market Value
Purchases
Redemptions
Change in Value
Closing Market Value
51,662,597.25
2,110,551.86
(2,204,193.91)
99,403.81
$51,668,359.01
CAMP Managed Account
Unsettled Trades 0.00
79,067.36 Cash Dividends and Income
March 31, 2024 February 29, 2024
Asset Summary
CAMP Pool 221,402.57 44,627.69
CAMP Managed Account 51,668,359.01 51,662,597.25
$51,889,761.58 $51,707,224.94 Total
Asset Allocation

0.43%
CAMP Pool

99.57%
CAMP Managed
Account

Page 1 ends

For the Month Ending March 31, 2024Managed Account Summary Statement

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Dividend
Closing Market Value
Redemptions
Purchases
Opening Market Value
Closing Market Value
Change in Current Value
Unsettled Trades
Principal Acquisitions
Principal Dispositions
Maturities/Calls
Opening Market Value
Closing Market Value
Opening Market Value
Account Total
Total Cash Basis Earnings
Plus Net Realized Gains/Losses
Less Purchased Interest Related to Interest/Coupons
Interest/Dividends/Coupons Received
Earnings Reconciliation (Cash Basis) - Managed Account
Dividends
Less Beginning Accrued Interest
Less Beginning Amortized Value of Securities
Less Cost of New Purchases
Plus Coupons/Dividends Received
Plus Proceeds of Maturities/Calls/Principal Payments
Plus Proceeds from Sales
Ending Accrued Interest
Ending Amortized Value of Securities
Earnings Reconciliation (Accrual Basis)
Reconciling Transactions
Net Cash Contribution
Security Purchases
Principal Payments
Coupon/Interest/Dividend Income
Sale Proceeds
Maturities/Calls
Cash Transactions Summary- Managed Account
$44,627.69
2,292,165.03
(2,115,390.15)
$221,402.57
651.71
$51,662,597.25
(152,600.08)
(2,051,593.83)
2,110,551.86

0.00 99,403.81
$51,668,359.01
$51,707,224.94
$51,889,761.58
109,080.66
(880.43)
(29,132.87)
$79,067.36
105,393.75
2,055,623.56
104,657.18
47,600.08
(2,111,432.29)
(201,842.28)

0.00 Managed Account Total
52,526,496.32 52,747,898.89
294,317.35
2,055,623.56
152,993.83
104,657.18
(2,111,432.29)
(52,661,254.75)
(271,738.41)

0.00 294,317.35
4,171,013.71
152,993.83
104,657.18
(4,403,597.32)
(52,705,882.44)
(271,738.41)
651.71
Total Accrual Basis Earnings $89,662.79 $90,314.50
Transaction Summary - Managed AccountTransaction Summary - Money Market _______________________________________________ _______________________________________________ _____________________________________________________ Cash Balance
$0.00 Closing Cash Balance

Page 2 ends

For the Month Ending March 31, 2024Portfolio Summary and Statistics

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Account Summary
Percent Par Value Market ValueDescription
U.S. Treasury Bond / Note 23,625,000.00 22,350,554.75 43.07 Municipal Bond / Note 1,535,000.00 1,479,199.05 2.85 Federal Agency Commercial
Mortgage-Backed Security
7,403,682.63 7,296,904.08 14.06
Federal Agency Bond / Note 2,275,000.00 2,132,238.90 4.11 Corporate Note 12,595,000.00 12,275,287.11 23.66
Certificate of Deposit 900,000.00 903,199.66 1.74
Asset-Backed Security 5,255,714.13 5,230,975.46 10.08 Managed Account Sub-Total 53,589,396.76 51,668,359.01 99.57% Accrued Interest 294,317.35
Total Portfolio 53,589,396.76 51,962,676.36
CAMP Pool 221,402.57 221,402.57 0.43
Total Investments 53,810,799.33 52,184,078.93 100.00%
Unsettled Trades 0.00 0.00
Sector Allocation

10.08%
ABS

1.74%
Cert of Deposit

23.66%
Corporate Note

4.11%
Fed Agy Bond /
Note

14.06%
Federal Agency
Commercial
Mortgage-Backed
Security

0.43%
Joint Powers
Authority

2.85%
Muni Bond / Note

43.07%
US TSY Bond / Note
0 - 6 Months 6 - 12 Months 1 - 2 Years 2 - 3 Years 3 - 4 Years 4 - 5 Years Over 5 Years

2.80% 2.40%

13.64%

36.93%

24.52%

19.71%

0.00%
Maturity Distribution Characteristics
Yield to Maturity at Cost
Yield to Maturity at Market
Weighted Average Days to Maturity 1070

3.70%

4.66%

Page 3 ends

For the Month Ending March 31, 2024Managed Account Issuer Summary

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Credit Quality (S&P Ratings)

5.16%
A

3.11%
A+

4.92%
A-

3.65%
AA

62.91%
AA+

5.86%
AA-

10.11%
AAA

0.43%
AAAm

1.46%
BBB+

2.39%
NR
Issuer Summary
Percentof HoldingsIssuer
Market Value
221,598.45 0.43 ABBOTT LABORATORIES
337,439.46 0.65 AIR PRODUCTS & CHEMICALS
452,574.78 0.87 AMAZON.COM INC
958,722.20 1.85 AMERICAN EXPRESS CO
733,814.18 1.41 APPLE INC
790,012.40 1.52 BANK OF AMERICA CO
446,393.13 0.86 BERKSHIRE HATHAWAY INC
775,433.23 1.49 BLACKROCK INC
229,256.51 0.44 BMW FINANCIAL SERVICES NA LLC
363,573.38 0.70 BRISTOL-MYERS SQUIBB CO
79,949.30 0.15 CALIFORNIA STATE UNIVERSITY
221,402.57 0.43 CAMP Pool
727,846.54 1.40 CAPITAL ONE FINANCIAL CORP
237,592.15 0.46 CARMAX AUTO OWNER TRUST
207,113.18 0.40 CATERPILLAR INC
99,031.00 0.19 CHAFFEY JOINT UNION HIGH SCHOOL DISTRICT 285,588.90 0.55 CHARLES SCHWAB
407,885.50 0.79 CHASE ISSURANCE
63,721.65 0.12 CINTAS CORPORATION NO. 2
422,352.84 0.81 CISCO SYSTEMS INC
776,103.00 1.50 CITIGROUP INC
377,242.88 0.73 DEERE & COMPANY
855,832.99 1.65 DISCOVER FINANCIAL SERVICES
1,474,486.97 2.84 FANNIE MAE
140,722.35 0.27 FEDERAL HOME LOAN BANKS
352,304.33 0.68 FIFTH THIRD AUTO TRUST
295,566.40 0.57 FLORIDA STATE BOARD OF ADMIN FIN CORP 128,866.95 0.25 FORD CREDIT AUTO OWNER TRUST
7,813,933.66 15.06 FREDDIE MAC
220,798.80 0.43 GENERAL DYNAMICS CORP
321,842.88 0.62 GM FINANCIAL CONSUMER AUTOMOBILE TRUST 398,030.80 0.77 GOLDMAN SACHS GROUP INC

Page 4 ends

For the Month Ending March 31, 2024Managed Account Issuer Summary

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Percentof HoldingsIssuer
Market Value
169,588.21 0.33 HARLEY-DAVIDSON MOTORCYCLE TRUST
24,323.98 0.05 HOME DEPOT INC
460,371.99 0.89 HONDA AUTO RECEIVABLES
53,365.64 0.10 HYUNDAI AUTO RECEIVABLES
221,373.00 0.43 IBM CORP
482,850.98 0.93 JP MORGAN CHASE & CO
59,317.44 0.11 LOCKHEED MARTIN CORP
132,452.60 0.26 LOS ANGELES COMMUNITY COLLEGE DISTRICT 727,118.25 1.40 MICROSOFT CORP
399,029.60 0.77 MORGAN STANLEY
731,342.75 1.41 NATIONAL AUSTRALIA BANK LTD
380,592.05 0.73 NATIONAL RURAL UTILITIES CO FINANCE CORP 311,987.00 0.60 NEW YORK ST URBAN DEVELOPMENT CORP
231,742.41 0.45 NISSAN AUTO RECEIVABLES
450,175.05 0.87 NORDEA BANK ABP
169,875.65 0.33 PACCAR FINANCIAL CORP
398,204.30 0.77 ROCHE HOLDINGS INC
123,202.30 0.24 SAN JUAN UNIFIED SCHOOL DISTRICT
201,900.00 0.39 STATE OF CALIFORNIA
59,490.00 0.11 STATE OF CONNECTICUT
94,499.00 0.18 STATE OF MINNESOTA
37,120.44 0.07 TARGET CORP
84,904.63 0.16 TEXAS INSTRUMENTS INC
648,861.56 1.25 THE BANK OF NEW YORK MELLON CORPORATION 453,024.61 0.87 TORONTO-DOMINION BANK
705,773.20 1.36 TOYOTA MOTOR CORP
22,350,554.75 43.06 UNITED STATES TREASURY
207,778.50 0.40 UNITEDHEALTH GROUP INC
81,121.45 0.16 UNIVERSITY OF CALIFORNIA
220,786.88 0.43 USAA CAPITAL CORP
$51,889,761.58 Total 100.00%

Page 5 ends

For the Month Ending March 31, 2024Managed Account Detail of Securities Held

US TREASURY NOTES
DTD 12/31/2019 1.750% 12/31/2024
48,757.81 50,586.77 221.15 53,441.41 08/07/2008/05/20AaaAA+ 50,000.00 912828YY0 0.18

US TREASURY NOTES
DTD 06/30/2020 0.250% 06/30/2025
47,195.31 49,715.07 31.59 49,031.25 04/05/2104/01/21AaaAA+ 50,000.00 912828ZW3 0.72

US TREASURY NOTES
DTD 07/31/2021 0.625% 07/31/2026
182,750.00 187,454.81 209.48 179,007.81 09/06/2209/01/22AaaAA+ 200,000.00 91282CCP4 3.53

US TREASURY NOTES
DTD 07/31/2021 0.625% 07/31/2026
296,968.75 308,587.77 340.40 295,762.70 06/06/2206/02/22AaaAA+ 325,000.00 91282CCP4 2.94

US TREASURY NOTES
DTD 07/31/2021 0.625% 07/31/2026
685,312.50 715,229.17 785.54 690,468.75 08/04/2208/01/22AaaAA+ 750,000.00 91282CCP4 2.74

US TREASURY NOTES
DTD 07/31/2021 0.625% 07/31/2026
731,000.00 761,202.51 837.91 732,343.75 07/08/2207/05/22AaaAA+ 800,000.00 91282CCP4 2.84

US TREASURY NOTES
DTD 07/31/2021 0.625% 07/31/2026
822,375.00 852,660.92 942.65 819,562.50 08/15/2208/08/22AaaAA+ 900,000.00 91282CCP4 3.04

US TREASURY NOTES
DTD 11/15/2016 2.000% 11/15/2026
234,687.50 235,776.13 1,895.60 228,144.53 11/04/2211/01/22AaaAA+ 250,000.00 912828U24 4.39

US TREASURY NOTES
DTD 11/15/2016 2.000% 11/15/2026
915,281.25 928,828.87 7,392.86 907,092.77 01/06/2301/04/23AaaAA+ 975,000.00 912828U24 3.96

US TREASURY NOTES
DTD 11/15/2016 2.000% 11/15/2026
1,971,375.00 2,002,846.16 15,923.08 1,954,066.41 12/07/2212/05/22AaaAA+ 2,100,000.00 912828U24 3.92

US TREASURY NOTES
DTD 11/15/2016 2.000% 11/15/2026
8,918,125.00 9,104,313.20 72,032.97 8,922,578.13 01/17/2301/13/23AaaAA+ 9,500,000.00 912828U24 3.72

US TREASURY NOTES
DTD 04/30/2022 2.750% 04/30/2027
1,142,812.56 1,167,610.98 13,870.88 1,155,421.88 02/03/2301/31/23AaaAA+ 1,200,000.00 91282CEN7 3.70

US TREASURY NOTES
DTD 07/31/2022 2.750% 07/31/2027
356,132.81 365,046.63 1,728.19 362,329.10 05/05/2305/01/23AaaAA+ 375,000.00 91282CFB2 3.62

US TREASURY NOTES
DTD 07/31/2022 2.750% 07/31/2027
379,875.00 379,782.96 1,843.41 373,265.62 03/06/2303/02/23AaaAA+ 400,000.00 91282CFB2 4.44

Page 6 ends

For the Month Ending March 31, 2024Managed Account Detail of Securities Held

US TREASURY NOTES
DTD 07/31/2022 2.750% 07/31/2027
569,812.50 571,864.65 2,765.11 565,640.63 07/07/2307/03/23AaaAA+ 600,000.00 91282CFB2 4.30

US TREASURY NOTES
DTD 07/31/2022 2.750% 07/31/2027
783,492.19 794,342.76 3,802.03 786,779.30 06/06/2306/02/23AaaAA+ 825,000.00 91282CFB2 3.97

US TREASURY NOTES
DTD 11/30/2022 3.875% 11/30/2027
1,156,273.44 1,170,776.57 15,301.48 1,170,501.95 01/05/2401/02/24AaaAA+ 1,175,000.00 91282CFZ9 3.98

US TREASURY NOTES
DTD 11/30/2022 3.875% 11/30/2027
1,180,875.00 1,185,397.22 15,627.05 1,184,109.38 12/05/2312/01/23AaaAA+ 1,200,000.00 91282CFZ9 4.24

US TREASURY NOTES
DTD 02/28/2023 4.000% 02/29/2028
593,062.50 602,414.87 2,086.96 602,507.81 02/06/2402/02/24AaaAA+ 600,000.00 91282CGP0 3.89

US TREASURY NOTES
DTD 02/28/2023 4.000% 02/29/2028
1,334,390.63 1,335,550.02 4,695.65 1,335,287.11 03/06/2403/01/24AaaAA+ 1,350,000.00 91282CGP0 4.30 162,333.99 22,350,554.75 22,769,988.04 3.76 22,367,342.79 23,625,000.00 Security Type Sub-Total Municipal Bond / Note

CT ST TXBL GO BONDS
DTD 06/11/2020 1.998% 07/01/2024
59,490.00 60,000.00 299.70 60,000.00 06/11/2005/29/20Aa3AA- 60,000.00 20772KJW0 2.00

CHAFFEY UHSD, CA TXBL GO BONDS
DTD 12/05/2019 2.101% 08/01/2024
99,031.00 100,000.00 350.17 100,000.00 12/05/1911/06/19Aa1AA- 100,000.00 157411TK5 2.10

NY ST URBAN DEV CORP TXBL REV BONDS
DTD 12/23/2020 0.870% 03/15/2025
311,987.00 325,000.00 125.67 325,000.00 12/23/2012/16/20NRNR 325,000.00 650036DT0 0.87

UNIV OF CAL TXBL REV BONDS
DTD 07/16/2020 0.883% 05/15/2025
81,121.45 85,000.00 283.54 85,000.00 07/16/2007/10/20Aa2AA 85,000.00 91412HGE7 0.88

FL ST BOARD OF ADMIN TXBL REV BONDS
DTD 09/16/2020 1.258% 07/01/2025
61,973.60 65,119.81 204.42 65,459.55 09/16/2009/03/20Aa3AA 65,000.00 341271AD6 1.11

FL ST BOARD OF ADMIN TXBL REV BONDS
DTD 09/16/2020 1.258% 07/01/2025
81,042.40 85,146.93 267.32 85,563.55 09/16/2009/03/20Aa3AA 85,000.00 341271AD6 1.12

FL ST BOARD OF ADMIN TXBL REV BONDS
DTD 09/16/2020 1.258% 07/01/2025
152,550.40 160,000.00 503.20 160,000.00 09/16/2009/03/20Aa3AA 160,000.00 341271AD6 1.26

Page 7 ends

For the Month Ending March 31, 2024Managed Account Detail of Securities Held

MN ST TXBL GO BONDS
DTD 08/25/2020 0.630% 08/01/2025
94,499.00 100,000.00 105.00 100,000.00 08/25/2008/11/20AaaAAA 100,000.00 60412AVJ9 0.63

SAN JUAN USD, CA TXBL GO BONDS
DTD 10/29/2020 0.852% 08/01/2025
123,202.30 130,000.00 184.60 130,000.00 10/29/2010/16/20Aa2NR 130,000.00 798306WP7 0.85

LOS ANGELES CCD, CA TXBL GO BONDS
DTD 11/10/2020 0.773% 08/01/2025
132,452.60 140,000.00 180.37 140,000.00 11/10/2010/30/20AaaAA+ 140,000.00 54438CYK2 0.77

CA ST UNIV TXBL REV BONDS
DTD 07/29/2021 0.862% 11/01/2025
79,949.30 85,000.00 305.29 85,000.00 07/29/2107/09/21Aa2AA- 85,000.00 13077DQD7 0.86

CA ST MUNICIPAL BONDS
DTD 03/15/2023 4.846% 03/01/2027
201,900.00 200,000.00 807.67 200,000.00 03/15/2303/09/23Aa2AA- 200,000.00 13063D3N6 4.85 3,616.95 1,479,199.05 1,535,266.74 1.58 1,536,023.10 1,535,000.00 Security Type Sub-Total Federal Agency Commercial Mortgage-Backed Security
FHMS K043 A2
DTD 03/01/2015 3.062% 12/01/2024
240,982.61 246,861.26 625.49 257,272.42 03/25/2003/19/20AaaAA+ 245,130.79 3137BGK24 1.95 FHMS K054 A2
DTD 04/20/2016 2.745% 01/01/2026
264,859.26 267,661.13 629.06 263,613.28 04/14/2304/11/23AaaAA+ 275,000.00 3137BNGT5 4.37 FHMS K058 A2
DTD 11/09/2016 2.653% 08/01/2026
523,543.16 533,651.65 1,215.96 526,839.84 04/12/2304/06/23AaaAA+ 550,000.00 3137BSP72 4.02 FHMS K061 A2
DTD 01/30/2017 3.347% 11/01/2026
364,213.29 368,479.22 1,052.07 365,588.11 05/24/2305/19/23AaaAA+ 377,198.75 3137BTUM1 4.31 FHMS K064 A2
DTD 05/15/2017 3.224% 03/01/2027
528,109.84 524,289.85 1,477.67 518,804.69 08/18/2308/16/23AaaAA+ 550,000.00 3137BXQY1 4.98

FHLMC MULTIFAMILY STRUCTURED P
DTD 07/01/2017 3.243% 04/01/2027
527,722.34 531,881.38 1,486.38 527,033.20 06/13/2306/08/23AaaAA+ 550,000.00 3137F1G44 4.44 FHMS KJ48 A1
DTD 12/01/2023 4.858% 05/01/2028
397,821.80 398,315.68 1,612.53 398,315.48 12/14/2312/06/23AaaAA+ 398,318.67 3137HBC69 4.86

Page 8 ends

For the Month Ending March 31, 2024Managed Account Detail of Securities Held

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Original YTM Accrued Amortized MarketTrade Settle Par
Federal Agency Commercial Mortgage-Backed Security
FHMS KJ46 A1
DTD 07/01/2023 4.777% 06/01/2028
435,604.46 438,025.04 1,743.74 438,023.50 07/27/2307/19/23AaaAA+ 438,034.42 3137HAD45 4.78 FHMS K505 A2
DTD 07/01/2023 4.819% 06/01/2028
551,600.91 554,702.45 2,208.71 555,493.40 07/20/2307/13/23AaaAA+ 550,000.00 3137HACX2 4.59 FNA 2023-M6 A2
DTD 07/01/2023 4.190% 07/01/2028
539,097.82 541,947.03 1,920.42 540,675.78 07/31/2307/18/23AaaAA+ 550,000.00 3136BQDE6 4.58 FHMS K508 A2
DTD 10/01/2023 4.740% 08/01/2028
500,056.14 489,953.52 1,975.00 489,032.00 10/19/2310/11/23AaaAA+ 500,000.00 3137HAQ74 5.26 FHMS K506 A2
DTD 09/01/2023 4.650% 08/01/2028
797,536.43 789,353.85 3,100.00 788,165.60 09/14/2309/07/23AaaAA+ 800,000.00 3137HAMH6 4.99 FHMS K509 A2
DTD 10/01/2023 4.850% 09/01/2028
376,815.15 363,957.47 1,515.63 363,043.88 10/31/2310/25/23AaaAA+ 375,000.00 3137HAST4 5.60 FHMS K507 A2
DTD 09/01/2023 4.800% 09/01/2028
501,499.82 494,573.68 2,000.00 494,023.50 09/28/2309/20/23AaaAA+ 500,000.00 3137HAMS2 5.07 FHMS K510 A2
DTD 11/01/2023 5.069% 10/01/2028
182,466.18 179,513.98 760.35 179,479.62 11/21/2311/14/23AaaAA+ 180,000.00 3137HB3D4 5.14 FHMS K511 A2
DTD 12/01/2023 4.860% 10/01/2028
276,557.75 274,256.40 1,113.75 274,209.93 12/07/2311/28/23AaaAA+ 275,000.00 3137HB3G7 4.93 FHMS K514 A2
DTD 02/01/2024 4.572% 12/01/2028
288,417.12 292,820.06 1,104.90 292,899.71 02/08/2402/01/24AaaAA+ 290,000.00 3137HBLV4 4.34 25,541.66 7,296,904.08 7,290,243.65 4.67 7,272,513.94 7,403,682.63 Security Type Sub-Total Federal Agency Bond / Note

FREDDIE MAC NOTES
DTD 07/23/2020 0.375% 07/21/2025
400,591.40 424,447.67 309.90 422,883.50 07/23/2007/21/20AaaAA+ 425,000.00 3137EAEU9 0.48

FANNIE MAE NOTES
DTD 08/27/2020 0.375% 08/25/2025
328,539.40 349,541.11 131.25 348,362.00 08/27/2008/25/20AaaAA+ 350,000.00 3135G05X7 0.47

FEDERAL HOME LOAN BANK NOTES
DTD 09/11/2020 0.375% 09/04/2025
140,722.35 149,871.11 42.19 149,550.00 09/11/2009/10/20AaaAA+ 150,000.00 3130AK5E2 0.44

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For the Month Ending March 31, 2024Managed Account Detail of Securities Held

FREDDIE MAC NOTES
DTD 09/25/2020 0.375% 09/23/2025
655,536.00 699,376.22 58.33 697,893.00 09/25/2009/23/20AaaAA+ 700,000.00 3137EAEX3 0.44

FANNIE MAE NOTES
DTD 11/12/2020 0.500% 11/07/2025
606,849.75 649,252.45 1,300.00 647,673.00 11/12/2011/09/20AaaAA+ 650,000.00 3135G06G3 0.57 1,841.67 2,132,238.90 2,272,488.56 0.49 2,266,361.50 2,275,000.00 Security Type Sub-Total Corporate Note

BANK OF NY MELLON CORP NOTES
(CALLABLE)
DTD 04/26/2021 0.500% 04/26/2024
209,276.13 209,994.87 452.08 209,775.30 04/26/2104/19/21A1A 210,000.00 06406RAS6 0.54

MORGAN STANLEY CORP NOTES
DTD 04/28/2014 3.875% 04/29/2024
399,029.60 400,368.34 6,544.44 422,916.00 07/23/1907/19/19A1A- 400,000.00 61746BDQ6 2.59

GOLDMAN SACHS GROUP INC (CALLABLE)
BONDS
DTD 07/08/2014 3.850% 07/08/2024
398,030.80 400,075.26 3,550.56 418,632.00 07/11/1907/08/19A2BBB+ 400,000.00 38141EC23 2.84

BMW US CAPITAL LLC CORPORATE NOTES
DTD 08/12/2021 0.750% 08/12/2024
69,112.61 69,999.24 71.46 69,993.70 08/12/2108/09/21A2A 70,000.00 05565EBU8 0.75

PACCAR FINANCIAL CORP CORPORATE
NOTES
DTD 02/06/2020 1.800% 02/06/2025
169,875.65 176,572.78 481.25 182,894.25 10/29/2010/22/20A1A+ 175,000.00 69371RQ66 0.73

AMERICAN EXPRESS CO CORP NOTES
(CALLABLE
DTD 03/04/2022 2.250% 03/04/2025
77,734.00 79,975.16 135.00 79,919.20 03/04/2203/01/22A2BBB+ 80,000.00 025816CQ0 2.29

ROCHE HOLDINGS INC (CALLABLE)

CORPORATE
DTD 03/10/2022 2.132% 03/10/2025
398,204.30 410,000.00 509.90 410,000.00 03/10/2203/03/22Aa2AA 410,000.00 771196BT8 2.13

HOME DEPOT INC (CALLABLE) CORPORATE
NOTE
DTD 03/28/2022 2.700% 04/15/2025
24,323.98 24,985.12 311.25 24,956.25 03/28/2203/24/22A2A 25,000.00 437076CM2 2.76

Page 10 ends

For the Month Ending March 31, 2024Managed Account Detail of Securities Held

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Original YTM Accrued Amortized MarketTrade Settle Par
Corporate Note
CINTAS CORPORATION NO. 2 CORP NOTE
(CALL
DTD 05/03/2022 3.450% 05/01/2025
63,721.65 64,994.84 934.38 64,985.70 05/03/2204/26/22A3A- 65,000.00 17252MAP5 3.46

USAA CAPITAL CORP CORPORATE NOTES
DTD 05/26/2022 3.375% 05/01/2025
220,786.88 224,728.64 3,164.06 224,264.25 05/26/2205/23/22Aa1AA 225,000.00 90327QD89 3.49

GENERAL DYNAMICS CORP (CALLABLE)

CORP NO
DTD 05/11/2018 3.500% 05/15/2025
220,798.80 230,900.52 2,975.00 252,247.50 10/20/2010/16/20A3A- 225,000.00 369550BG2 0.80

JPMORGAN CHASE & CO (CALLABLE) CORP
NOTE
DTD 06/01/2021 0.824% 06/01/2025
312,241.55 315,000.00 865.20 315,000.00 06/01/2105/24/21A1A- 315,000.00 46647PCH7 0.82

AMAZON INC CORP NOTES (CALLABLE)
DTD 06/03/2020 0.800% 06/03/2025
452,574.78 474,945.39 1,245.56 474,767.25 06/05/2006/03/20A1AA 475,000.00 023135BQ8 0.81

NATIONAL AUSTRALIA BK/NY CORPORATE
NOTES
DTD 06/09/2022 3.500% 06/09/2025
245,273.25 250,000.00 2,722.22 250,000.00 06/09/2205/31/22Aa2AA- 250,000.00 63254ABD9 3.50

NATIONAL RURAL UTIL COOP CORPORATE
NOTES
DTD 05/04/2022 3.450% 06/15/2025
48,952.00 49,994.78 507.92 49,986.50 05/04/2204/27/22A2A- 50,000.00 63743HFE7 3.46

IBM CORP CORPORATE NOTES
DTD 07/27/2022 4.000% 07/27/2025
221,373.00 225,000.00 1,600.00 225,000.00 07/27/2207/20/22A3A- 225,000.00 459200KS9 4.00

BANK OF AMERICA CORP NOTES
DTD 07/30/2015 3.875% 08/01/2025
221,514.08 233,602.27 1,453.13 256,918.50 08/20/2008/18/20A1A- 225,000.00 06051GFS3 0.93

ABBOTT LABORATORIES CORPORATE

NOTES (CAL
DTD 03/22/2017 3.875% 09/15/2025
221,598.45 233,397.45 387.50 257,845.50 09/28/2009/24/20Aa3AA- 225,000.00 002824BM1 0.86

BANK OF AMERICA CORP NOTES
(CALLABLE)
DTD 12/06/2021 1.530% 12/06/2025
218,758.05 225,000.00 1,099.69 225,000.00 12/06/2112/01/21A1A- 225,000.00 06051GKE8 1.53

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For the Month Ending March 31, 2024Managed Account Detail of Securities Held

JPMORGAN CHASE & CO CORP NOTES
(CALLABLE
DTD 02/24/2022 2.595% 02/24/2026
170,609.43 175,000.00 466.74 175,000.00 02/24/2202/16/22A1A- 175,000.00 46647PCV6 2.60

UNITEDHEALTH GROUP INC (CALLABLE)
CORPOR
DTD 05/19/2021 1.150% 05/15/2026
207,778.50 224,833.69 977.50 224,608.50 05/19/2105/17/21A2A+ 225,000.00 91324PEC2 1.19

BMW US CAPITAL LLC (CALLABLE)

CORPORATE
DTD 08/12/2021 1.250% 08/12/2026
160,143.90 174,975.13 297.74 174,947.50 08/16/2108/12/21A2A 175,000.00 05565EBW4 1.26

CATERPILLAR FINL SERVICE CORPORATE
NOTES
DTD 01/10/2022 1.700% 01/08/2027
207,113.18 224,368.54 881.88 223,863.75 01/13/2201/11/22A2A 225,000.00 14913R2U0 1.81

TARGET CORP CORP NOTES (CALLABLE)
DTD 01/24/2022 1.950% 01/15/2027
37,120.44 39,961.86 164.67 39,932.00 01/24/2201/19/22A2A 40,000.00 87612EBM7 1.99

BANK OF NY MELLON CORP (CALLABLE)
CORPOR
DTD 01/26/2022 2.050% 01/26/2027
439,585.43 474,404.53 1,758.16 473,945.50 01/28/2201/26/22A1A 475,000.00 06406RBA4 2.10

MICROSOFT CORP CORP NOTES (CALLABLE)
DTD 02/06/2017 3.300% 02/06/2027
727,118.25 729,460.02 3,781.25 721,942.50 03/17/2303/14/23AaaAAA 750,000.00 594918BY9 4.36

AMERICAN EXPRESS CO CORP NOTES
(CALLABLE
DTD 03/04/2022 2.550% 03/04/2027
279,772.80 283,848.34 573.75 277,203.00 01/18/2301/13/23A2BBB+ 300,000.00 025816CS6 4.59

BERKSHIRE HATHAWAY CORP NOTES
(CALLABLE)
DTD 03/15/2022 2.300% 03/15/2027
446,393.13 469,733.52 485.56 466,089.00 03/17/2203/15/22Aa2AA 475,000.00 084664CZ2 2.70

CHARLES SCHWAB CORP NOTES
(CALLABLE)
DTD 09/24/2021 3.300% 04/01/2027
285,588.90 288,987.91 4,950.00 284,925.00 02/22/2302/17/23A2A- 300,000.00 808513BW4 4.66

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For the Month Ending March 31, 2024Managed Account Detail of Securities Held

NATIONAL AUSTRALIA BK/NY CORPORATE
NOTES
DTD 06/09/2022 3.905% 06/09/2027
486,069.50 491,522.33 6,074.44 488,325.00 01/18/2301/13/23Aa2AA- 500,000.00 63254ABE7 4.50

APPLE INC (CALLABLE) BONDS
DTD 09/12/2017 2.900% 09/12/2027
733,814.18 749,762.55 1,186.18 741,062.75 01/23/2301/19/23AaaAA+ 775,000.00 037833DB3 3.94

TOYOTA MOTOR CREDIT CORP CORPORATE
NOTES
DTD 01/12/2023 4.625% 01/12/2028
372,993.00 375,985.61 3,805.99 376,282.50 02/10/2302/08/23A1A+ 375,000.00 89236TKQ7 4.55

NATIONAL RURAL UTIL COOP CORP NOTES
(CAL
DTD 02/07/2018 3.400% 02/07/2028
331,640.05 333,831.54 1,785.00 329,189.00 02/22/2302/17/23A1A- 350,000.00 637432NP6 4.76

TEXAS INSTRUMENTS INC CORP NOTE
(CALLABL
DTD 11/18/2022 4.600% 02/15/2028
84,904.63 86,660.64 499.61 87,043.40 05/18/2305/11/23Aa3A+ 85,000.00 882508BV5 4.04

BRISTOL-MYERS SQUIBB CO CORP NOTES
(CALL
DTD 07/15/2020 3.900% 02/20/2028
363,573.38 361,833.53 1,665.63 358,263.75 03/13/2303/09/23A2A 375,000.00 110122DE5 4.93

LOCKHEED MARTIN CORP NOTES
(CALLABLE)
DTD 05/25/2023 4.450% 05/15/2028
59,317.44 59,910.54 1,008.67 59,892.00 05/25/2305/23/23A2A- 60,000.00 539830BZ1 4.49

JOHN DEERE CAPITAL CORP CORPORATE
NOTES
DTD 07/14/2023 4.950% 07/14/2028
377,242.88 377,469.01 3,970.31 377,865.00 07/25/2307/21/23A1A 375,000.00 24422EXB0 4.78

CITIBANK NA CORP NOTES (CALLABLE)
DTD 09/29/2023 5.803% 09/29/2028
776,103.00 746,602.44 241.79 746,280.00 10/04/2310/02/23Aa3A+ 750,000.00 17325FBB3 5.92

AIR PRODUCTS & CHEMICALS CORP NOTES
(CAL
DTD 02/08/2024 4.600% 02/08/2029
337,439.46 339,559.56 2,302.56 339,547.80 02/08/2402/06/24A2A 340,000.00 009158BH8 4.63

Page 13 ends

For the Month Ending March 31, 2024Managed Account Detail of Securities Held

CISCO SYSTEMS INC CORPORATE NOTES
(CALLA
DTD 02/26/2024 4.850% 02/26/2029
422,352.84 419,855.51 1,980.42 419,853.00 02/26/2402/21/24A1AA- 420,000.00 17275RBR2 4.86

BLACKROCK FUNDING INC CORPORATE

NOTES (C
DTD 03/14/2024 4.700% 03/14/2029
50,027.95 49,910.29 110.97 49,909.50 03/14/2403/05/24Aa3AA- 50,000.00 09290DAA9 4.74

BLACKROCK FUNDING INC CORPORATE

NOTES (C
DTD 03/14/2024 4.700% 03/14/2029
725,405.28 725,352.10 1,609.10 725,355.25 03/14/2403/06/24Aa3AA- 725,000.00 09290DAA9 4.69 69,588.52 12,275,287.11 12,503,363.85 3.39 12,576,427.60 12,595,000.00 Security Type Sub-Total Certificate of Deposit

TORONTO DOMINION BANK NY CERT
DEPOS
DTD 10/31/2022 5.600% 10/27/2025
453,024.61 450,000.00 11,130.00 450,000.00 10/31/2210/27/22A1A 450,000.00 89115B6K1 5.58

NORDEA BANK ABP NEW YORK CERT DEPOS
DTD 11/03/2022 5.530% 11/03/2025
450,175.05 450,000.00 10,230.50 450,000.00 11/03/2211/02/22Aa3AA- 450,000.00 65558UYF3 5.53 21,360.50 903,199.66 900,000.00 5.56 900,000.00 900,000.00 Security Type Sub-Total Asset-Backed Security
HART 2021-A A3
DTD 04/28/2021 0.380% 09/15/2025
11,727.79 11,826.02 2.00 11,825.19 04/28/2104/20/21NRAAA 11,826.43 44933LAC7 0.38 NAROT 2021-A A3
DTD 06/23/2021 0.330% 10/15/2025
93,081.99 94,704.41 13.89 94,703.37 06/23/2106/15/21AaaAAA 94,704.98 65480BAC1 0.33 TAOT 2021-B A3
DTD 06/14/2021 0.260% 11/17/2025
90,008.67 91,569.83 10.58 91,563.59 06/14/2106/08/21NRAAA 91,573.46 89190GAC1 0.26 HAROT 2021-4 A3
DTD 11/24/2021 0.880% 01/21/2026
53,027.20 54,329.86 13.28 54,323.38 11/24/2111/16/21AaaNR 54,334.83 43815GAC3 0.89

Page 14 ends

For the Month Ending March 31, 2024Managed Account Detail of Securities Held

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Original YTM Accrued Amortized MarketTrade Settle Par
Asset-Backed Security
CARMX 2021-2 A3
DTD 04/21/2021 0.520% 02/17/2026
30,532.38 31,037.80 7.17 31,033.71 04/21/2104/13/21NRAAA 31,040.41 14314QAC8 0.52 HART 2021-C A3
DTD 11/17/2021 0.740% 05/15/2026
41,637.85 42,571.40 14.00 42,566.38 11/17/2111/09/21NRAAA 42,575.89 44935FAD6 0.75 DCENT 2021-A1 A1
DTD 09/27/2021 0.580% 09/15/2026
190,678.18 194,979.36 50.27 194,958.25 09/27/2109/20/21AaaAAA 195,000.00 254683CP8 0.58 GMCAR 2021-4 A3
DTD 10/21/2021 0.680% 09/16/2026
48,218.90 49,657.49 14.07 49,656.86 10/21/2110/13/21AaaAAA 49,658.13 362554AC1 0.68 CARMX 2022-3 A3
DTD 07/20/2022 3.970% 04/15/2027
207,059.77 209,996.82 370.53 209,995.04 07/20/2207/12/22NRAAA 210,000.00 14318MAD1 3.97 NAROT 2022-B A3
DTD 09/28/2022 4.460% 05/17/2027
138,660.42 139,980.46 277.51 139,971.03 09/28/2209/20/22AaaAAA 140,000.00 65480JAC4 4.46 GMCAR 2022-4 A3
DTD 10/12/2022 4.820% 08/16/2027
273,623.98 274,968.61 552.29 274,954.93 10/12/2210/04/22NRAAA 275,000.00 36265QAD8 4.82 TAOT 2023-A A3
DTD 01/30/2023 4.630% 09/15/2027
242,771.53 244,999.91 504.16 244,999.88 01/30/2301/24/23NRAAA 245,000.00 891940AC2 4.63 COMET 2022-A3 A
DTD 11/03/2022 4.950% 10/15/2027
244,125.64 244,972.52 539.00 244,961.56 11/03/2210/27/22NRAAA 245,000.00 14041NGB1 4.95 HDMOT 2023-A A3
DTD 02/23/2023 5.050% 12/15/2027
169,588.21 169,986.81 381.56 169,982.88 02/23/2302/13/23AaaNR 170,000.00 41285JAD0 5.05 FORDO 2023-A A3
DTD 03/31/2023 4.650% 02/15/2028
128,866.95 129,989.23 268.67 129,986.44 03/31/2303/28/23NRAAA 130,000.00 344928AD8 4.65 HAROT 2023-3 A3
DTD 08/22/2023 5.410% 02/18/2028
321,281.54 319,942.99 625.16 319,934.02 08/22/2308/15/23NRAAA 320,000.00 43815QAC1 5.42 DCENT 2023-A1 A
DTD 04/11/2023 4.310% 03/15/2028
315,819.84 319,985.11 612.98 319,981.44 04/11/2304/04/23AaaNR 320,000.00 254683CY9 4.31 BACCT 2023-A1 A1
DTD 06/16/2023 4.790% 05/15/2028
169,121.34 169,967.73 361.91 169,961.51 06/16/2306/08/23NRAAA 170,000.00 05522RDG0 4.79

Page 15 ends

For the Month Ending March 31, 2024Managed Account Detail of Securities Held

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Dated Date/Coupon/Maturity CUSIP Rating Rating Date Date Cost at Cost Interest Cost Value Security Type/Description S&P Moody's Original YTM Accrued Amortized MarketTrade Settle Par
Asset-Backed Security
AMXCA 2023-1 A
DTD 06/14/2023 4.870% 05/15/2028
187,724.45 189,985.89 411.24 189,983.15 06/14/2306/07/23NRAAA 190,000.00 02582JJZ4 4.87 COMET 2023-A1 A
DTD 05/24/2023 4.420% 05/15/2028
483,720.90 489,906.98 962.58 489,887.64 05/24/2305/17/23NRAAA 490,000.00 14041NGD7 4.43 DCENT 2023-A2 A
DTD 06/28/2023 4.930% 06/15/2028
349,334.97 349,959.97 766.89 349,952.72 06/28/2306/21/23AaaAAA 350,000.00 254683CZ6 4.93 HAROT 2023-4 A3
DTD 11/08/2023 5.670% 06/21/2028
86,063.25 84,986.17 133.88 84,985.03 11/08/2311/01/23AaaNR 85,000.00 438123AC5 5.67 FITAT 2023-1 A3
DTD 08/23/2023 5.530% 08/15/2028
352,304.33 349,980.95 860.22 349,978.30 08/23/2308/15/23AaaAAA 350,000.00 31680EAD3 5.53 CHAIT 2023-A1 A
DTD 09/15/2023 5.160% 09/15/2028
407,885.50 404,898.62 928.80 404,887.73 09/15/2309/07/23NRAAA 405,000.00 161571HT4 5.17 AMXCA 2023-3 A
DTD 09/19/2023 5.230% 09/15/2028
413,490.95 409,983.41 953.02 409,981.67 09/19/2309/12/23NRAAA 410,000.00 02582JKD1 5.23 BACCT 2023-A2 A2
DTD 12/14/2023 4.980% 11/15/2028
180,618.93 179,977.13 398.40 179,975.83 12/14/2312/07/23AaaNR 180,000.00 05522RDH8 4.98 10,034.06 5,230,975.46 5,255,145.48 4.42 5,254,991.53 5,255,714.13 Security Type Sub-Total 53,589,396.76 52,173,660.46 3.70 294,317.35 52,526,496.32 51,668,359.01 Managed Account Sub-Total Joint Powers Authority
CAMP Pool 221,402.57 221,402.57 0.00 221,402.57 NRAAAm 221,402.57 221,402.57 221,402.57 0.00 221,402.57 221,402.57 Liquid Sub-Total $53,810,799.33 $52,395,063.03 $294,317.35 $52,747,898.89 $51,889,761.58 3.70% $52,184,078.93
$294,317.35
Total Investments
Accrued Interest
Securities Sub-Total

Page 16 ends

For the Month Ending March 31, 2024Managed Account Fair Market Value & Analytics

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Value On Cost Amort CostCUSIP Broker Date PriceDated Date/Coupon/Maturity Par at Mkt Market Unreal G/L Unreal G/LNext Call MarketSecurity Type/Description YTMEffective Duration
U.S. Treasury Bond / Note
(1,828.96)(4,683.60) 48,757.81 97.52 WELLS_F 50,000.00 912828YY0US TREASURY NOTES DTD 12/31/2019 1.750% 12/31/2024

5.17 0.75
(2,519.76)(1,835.94) 47,195.31 94.39 GOLDMAN 50,000.00 912828ZW3US TREASURY NOTES DTD 06/30/2020 0.250% 06/30/2025

4.93 1.25
(4,704.81) 3,742.19 182,750.00 91.38 BMO 200,000.00 91282CCP4US TREASURY NOTES DTD 07/31/2021 0.625% 07/31/2026

4.56 2.32
(11,619.02) 1,206.05 296,968.75 91.38 MERRILL 325,000.00 91282CCP4US TREASURY NOTES DTD 07/31/2021 0.625% 07/31/2026

4.56 2.32
(29,916.67)(5,156.25) 685,312.50 91.38 BMO 750,000.00 91282CCP4US TREASURY NOTES DTD 07/31/2021 0.625% 07/31/2026

4.56 2.32
(30,202.51)(1,343.75) 731,000.00 91.38 HSBC 800,000.00 91282CCP4US TREASURY NOTES DTD 07/31/2021 0.625% 07/31/2026

4.56 2.32
(30,285.92) 2,812.50 822,375.00 91.38 BMO 900,000.00 91282CCP4US TREASURY NOTES DTD 07/31/2021 0.625% 07/31/2026

4.56 2.32
(1,088.63) 6,542.97 234,687.50 93.88 BMO 250,000.00 912828U24US TREASURY NOTES DTD 11/15/2016 2.000% 11/15/2026

4.50 2.55
(13,547.62) 8,188.48 915,281.25 93.88 BMO 975,000.00 912828U24US TREASURY NOTES DTD 11/15/2016 2.000% 11/15/2026

4.50 2.55
(31,471.16) 17,308.59 1,971,375.00 93.88 HSBC 2,100,000.00 912828U24US TREASURY NOTES DTD 11/15/2016 2.000% 11/15/2026

4.50 2.55
(186,188.20)(4,453.13) 8,918,125.00 93.88 JPM_CHA 9,500,000.00 912828U24US TREASURY NOTES DTD 11/15/2016 2.000% 11/15/2026

4.50 2.55
(24,798.42)(12,609.32) 1,142,812.56 95.23 BNP_PAR 1,200,000.00 91282CEN7US TREASURY NOTES DTD 04/30/2022 2.750% 04/30/2027

4.42 2.94
(8,913.82)(6,196.29) 356,132.81 94.97 MORGAN_ 375,000.00 91282CFB2US TREASURY NOTES DTD 07/31/2022 2.750% 07/31/2027

4.39 3.19

92.04 6,609.38 379,875.00 94.97 BMO 400,000.00 91282CFB2US TREASURY NOTES DTD 07/31/2022 2.750% 07/31/2027

4.39 3.19
(2,052.15) 4,171.87 569,812.50 94.97 CITIGRP 600,000.00 91282CFB2US TREASURY NOTES DTD 07/31/2022 2.750% 07/31/2027

4.39 3.19
(10,850.57)(3,287.11) 783,492.19 94.97 HSBC 825,000.00 91282CFB2US TREASURY NOTES DTD 07/31/2022 2.750% 07/31/2027

4.39 3.19
(14,503.13)(14,228.51) 1,156,273.44 98.41 CITIGRP 1,175,000.00 91282CFZ9US TREASURY NOTES DTD 11/30/2022 3.875% 11/30/2027

4.35 3.41

Page 17 ends

For the Month Ending March 31, 2024Managed Account Fair Market Value & Analytics

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Value On Cost Amort CostCUSIP Broker Date PriceDated Date/Coupon/Maturity Par at Mkt Market Unreal G/L Unreal G/LNext Call MarketSecurity Type/Description YTMEffective Duration
U.S. Treasury Bond / Note
(4,522.22)(3,234.38) 1,180,875.00 98.41 HSBC 1,200,000.00 91282CFZ9US TREASURY NOTES DTD 11/30/2022 3.875% 11/30/2027

4.35 3.41
(9,352.37)(9,445.31) 593,062.50 98.84 CITIGRP 600,000.00 91282CGP0US TREASURY NOTES DTD 02/28/2023 4.000% 02/29/2028

4.32 3.65
(1,159.39)(896.48) 1,334,390.63 98.84 CITIGRP 1,350,000.00 91282CGP0US TREASURY NOTES DTD 02/28/2023 4.000% 02/29/2028

4.32 3.65
(16,788.04) 4.46 (419,433.29) 22,350,554.75 23,625,000.00 Security Type Sub-Total 2.78 Municipal Bond / Note
(510.00)(510.00) 59,490.00 99.15 SIEBERT 60,000.00 20772KJW0CT ST TXBL GO BONDS DTD 06/11/2020 1.998% 07/01/2024

5.38 0.26
(969.00)(969.00) 99,031.00 99.03 RBC 100,000.00 157411TK5CHAFFEY UHSD, CA TXBL GO BONDS DTD 12/05/2019 2.101% 08/01/2024

5.02 0.34
(13,013.00)(13,013.00) 311,987.00 96.00 WELLS_F 325,000.00 650036DT0NY ST URBAN DEV CORP TXBL REV BONDS DTD 12/23/2020 0.870% 03/15/2025

5.21 0.96
(3,878.55)(3,878.55) 81,121.45 95.44 04/15/25JPM_CHA 85,000.00 91412HGE7UNIV OF CAL TXBL REV BONDS DTD 07/16/2020 0.883% 05/15/2025

5.11 1.04
(3,146.21)(3,485.95) 61,973.60 95.34 MERRILL 65,000.00 341271AD6FL ST BOARD OF ADMIN TXBL REV BONDS DTD 09/16/2020 1.258% 07/01/2025

5.14 1.24
(4,104.53)(4,521.15) 81,042.40 95.34 MERRILL 85,000.00 341271AD6FL ST BOARD OF ADMIN TXBL REV BONDS DTD 09/16/2020 1.258% 07/01/2025

5.14 1.24
(7,449.60)(7,449.60) 152,550.40 95.34 MERRILL 160,000.00 341271AD6FL ST BOARD OF ADMIN TXBL REV BONDS DTD 09/16/2020 1.258% 07/01/2025

5.14 1.24
(5,501.00)(5,501.00) 94,499.00 94.50 MORGAN_ 100,000.00 60412AVJ9MN ST TXBL GO BONDS DTD 08/25/2020 0.630% 08/01/2025

4.93 1.33
(6,797.70)(6,797.70) 123,202.30 94.77 KEYBANC 130,000.00 798306WP7SAN JUAN USD, CA TXBL GO BONDS DTD 10/29/2020 0.852% 08/01/2025

4.94 1.33
(7,547.40)(7,547.40) 132,452.60 94.61 MERRILL 140,000.00 54438CYK2LOS ANGELES CCD, CA TXBL GO BONDS DTD 11/10/2020 0.773% 08/01/2025

4.99 1.33
(5,050.70)(5,050.70) 79,949.30 94.06 JPM_CHA 85,000.00 13077DQD7CA ST UNIV TXBL REV BONDS DTD 07/29/2021 0.862% 11/01/2025

4.80 1.57
1,900.00 1,900.00 201,900.00 100.95 WELLS_F 200,000.00 13063D3N6CA ST MUNICIPAL BONDS DTD 03/15/2023 4.846% 03/01/2027

4.49 2.75

Page 18 ends

For the Month Ending March 31, 2024Managed Account Fair Market Value & Analytics

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Value On Cost Amort CostCUSIP Broker Date PriceDated Date/Coupon/Maturity Par at Mkt Market Unreal G/L Unreal G/LNext Call MarketSecurity Type/Description YTMEffective Duration
(56,824.05) 5.00 (56,067.69) 1,479,199.05 1,535,000.00 Security Type Sub-Total 1.31 Federal Agency Commercial Mortgage-Backed Security
(5,878.65)(16,289.81) 240,982.61 98.31 CITIGRP 245,130.79 3137BGK24FHMS K043 A2 DTD 03/01/2015 3.062% 12/01/2024

5.64 0.64
(2,801.87) 1,245.98 264,859.26 96.31 BAIRD 275,000.00 3137BNGT5FHMS K054 A2 DTD 04/20/2016 2.745% 01/01/2026

4.95 1.61
(10,108.49)(3,296.68) 523,543.16 95.19 BREAN 550,000.00 3137BSP72FHMS K058 A2 DTD 11/09/2016 2.653% 08/01/2026

4.83 2.23
(4,265.93)(1,374.82) 364,213.29 96.56 CITIGRP 377,198.75 3137BTUM1FHMS K061 A2 DTD 01/30/2017 3.347% 11/01/2026

4.76 2.34
3,819.99 9,305.15 528,109.84 96.02 MORGAN_ 550,000.00 3137BXQY1FHMS K064 A2 DTD 05/15/2017 3.224% 03/01/2027

4.69 2.63
(4,159.04) 689.14 527,722.34 95.95 CITIGRP 550,000.00 3137F1G44FHLMC MULTIFAMILY STRUCTURED P DTD 07/01/2017 3.243% 04/01/2027

4.69 2.77
(493.88)(493.68) 397,821.80 99.88 JPM_CHA 398,318.67 3137HBC69FHMS KJ48 A1 DTD 12/01/2023 4.858% 05/01/2028

4.89 3.31
(2,420.58)(2,419.04) 435,604.46 99.45 JPM_CHA 438,034.42 3137HAD45FHMS KJ46 A1 DTD 07/01/2023 4.777% 06/01/2028

4.92 2.89
(3,101.54)(3,892.49) 551,600.91 100.29 JPM_CHA 550,000.00 3137HACX2FHMS K505 A2 DTD 07/01/2023 4.819% 06/01/2028

4.74 3.66
(2,849.21)(1,577.96) 539,097.82 98.02 JPM_CHA 550,000.00 3136BQDE6FNA 2023-M6 A2 DTD 07/01/2023 4.190% 07/01/2028

4.71 3.81
10,102.62 11,024.14 500,056.14 100.01 BMO 500,000.00 3137HAQ74FHMS K508 A2 DTD 10/01/2023 4.740% 08/01/2028

4.74 3.82
8,182.58 9,370.83 797,536.43 99.69 WELLS_F 800,000.00 3137HAMH6FHMS K506 A2 DTD 09/01/2023 4.650% 08/01/2028

4.73 3.80
12,857.68 13,771.27 376,815.15 100.48 MORGAN_ 375,000.00 3137HAST4FHMS K509 A2 DTD 10/01/2023 4.850% 09/01/2028

4.73 3.89
6,926.14 7,476.32 501,499.82 100.30 MERRILL 500,000.00 3137HAMS2FHMS K507 A2 DTD 09/01/2023 4.800% 09/01/2028

4.72 3.85
2,952.20 2,986.56 182,466.18 101.37 JPM_CHA 180,000.00 3137HB3D4FHMS K510 A2 DTD 11/01/2023 5.069% 10/01/2028

4.73 3.91
2,301.35 2,347.82 276,557.75 100.57 MERRILL 275,000.00 3137HB3G7FHMS K511 A2 DTD 12/01/2023 4.860% 10/01/2028

4.72 3.95

Page 19 ends

For the Month Ending March 31, 2024Managed Account Fair Market Value & Analytics

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Value On Cost Amort CostCUSIP Broker Date PriceDated Date/Coupon/Maturity Par at Mkt Market Unreal G/L Unreal G/LNext Call MarketSecurity Type/Description YTMEffective Duration
Federal Agency Commercial Mortgage-Backed Security
(4,402.94)(4,482.59) 288,417.12 99.45 JPM_CHA 290,000.00 3137HBLV4FHMS K514 A2 DTD 02/01/2024 4.572% 12/01/2028

4.70 4.04
24,390.14 4.79 6,660.43 7,296,904.08 7,403,682.63 Security Type Sub-Total 3.21 Federal Agency Bond / Note
(23,856.27)(22,292.10) 400,591.40 94.26 WELLS_F 425,000.00 3137EAEU9FREDDIE MAC NOTES DTD 07/23/2020 0.375% 07/21/2025

4.96 1.31
(21,001.71)(19,822.60) 328,539.40 93.87 BARCLAY 350,000.00 3135G05X7FANNIE MAE NOTES DTD 08/27/2020 0.375% 08/25/2025

4.95 1.40
(9,148.76)(8,827.65) 140,722.35 93.81 WELLS_F 150,000.00 3130AK5E2FEDERAL HOME LOAN BANK NOTES DTD 09/11/2020 0.375% 09/04/2025

4.91 1.43
(43,840.22)(42,357.00) 655,536.00 93.65 CITIGRP 700,000.00 3137EAEX3FREDDIE MAC NOTES DTD 09/25/2020 0.375% 09/23/2025

4.87 1.48
(42,402.70)(40,823.25) 606,849.75 93.36 BARCLAY 650,000.00 3135G06G3FANNIE MAE NOTES DTD 11/12/2020 0.500% 11/07/2025

4.85 1.59
(134,122.60) 4.90 (140,249.66) 2,132,238.90 2,275,000.00 Security Type Sub-Total 1.46 Corporate Note
(718.74)(499.17) 209,276.13 99.66 JPM_CHA 210,000.00 06406RAS6BANK OF NY MELLON CORP NOTES (CALLABLE)
DTD 04/26/2021 0.500% 04/26/2024

5.28 0.07
(1,338.74)(23,886.40) 399,029.60 99.76 WELLS_FA 400,000.00 61746BDQ6MORGAN STANLEY CORP NOTES DTD 04/28/2014 3.875% 04/29/2024

6.79 0.08
(2,044.46)(20,601.20) 398,030.80 99.51 04/08/24SUSQ 400,000.00 38141EC23GOLDMAN SACHS GROUP INC (CALLABLE) BONDS
DTD 07/08/2014 3.850% 07/08/2024

5.64 0.02
(886.63)(881.09) 69,112.61 98.73 GOLDMAN 70,000.00 05565EBU8BMW US CAPITAL LLC CORPORATE NOTES DTD 08/12/2021 0.750% 08/12/2024

4.26 0.37
(6,697.13)(13,018.60) 169,875.65 97.07 MERRILL 175,000.00 69371RQ66PACCAR FINANCIAL CORP CORPORATE NOTES
DTD 02/06/2020 1.800% 02/06/2025

5.37 0.85

Page 20 ends

For the Month Ending March 31, 2024Managed Account Fair Market Value & Analytics

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Value On Cost Amort CostCUSIP Broker Date PriceDated Date/Coupon/Maturity Par at Mkt Market Unreal G/L Unreal G/LNext Call MarketSecurity Type/Description YTMEffective Duration
Corporate Note
(2,241.16)(2,185.20) 77,734.00 97.17 02/01/25BARCLAY 80,000.00 025816CQ0AMERICAN EXPRESS CO CORP NOTES (CALLABLE
DTD 03/04/2022 2.250% 03/04/2025

5.42 0.83
(11,795.70)(11,795.70) 398,204.30 97.12 02/10/25DEUTSCH 410,000.00 771196BT8ROCHE HOLDINGS INC (CALLABLE)

CORPORATE
DTD 03/10/2022 2.132% 03/10/2025

5.29 0.86
(661.14)(632.27) 24,323.98 97.30 03/15/25MORGAN_ 25,000.00 437076CM2HOME DEPOT INC (CALLABLE) CORPORATE NOTE
DTD 03/28/2022 2.700% 04/15/2025

5.40 0.94
(1,273.19)(1,264.05) 63,721.65 98.03 04/01/25KEYBANC 65,000.00 17252MAP5CINTAS CORPORATION NO. 2 CORP NOTE (CALL
DTD 05/03/2022 3.450% 05/01/2025

5.33 0.98
(3,941.76)(3,477.37) 220,786.88 98.13 MERRILL 225,000.00 90327QD89USAA CAPITAL CORP CORPORATE NOTES DTD 05/26/2022 3.375% 05/01/2025

5.17 1.06
(10,101.72)(31,448.70) 220,798.80 98.13 03/15/25JPM_CHA 225,000.00 369550BG2GENERAL DYNAMICS CORP (CALLABLE)

CORP NO
DTD 05/11/2018 3.500% 05/15/2025

5.23 0.94
(2,758.45)(2,758.45) 312,241.55 99.12 06/01/24JPM_CHA 315,000.00 46647PCH7JPMORGAN CHASE & CO (CALLABLE) CORP NOTE
DTD 06/01/2021 0.824% 06/01/2025

1.58 0.17
(22,370.61)(22,192.47) 452,574.78 95.28 05/03/25GOLDMAN 475,000.00 023135BQ8AMAZON INC CORP NOTES (CALLABLE) DTD 06/03/2020 0.800% 06/03/2025

4.99 1.09
(4,726.75)(4,726.75) 245,273.25 98.11 CITIGRP 250,000.00 63254ABD9NATIONAL AUSTRALIA BK/NY CORPORATE NOTES
DTD 06/09/2022 3.500% 06/09/2025

5.15 1.17
(1,042.78)(1,034.50) 48,952.00 97.90 RBC 50,000.00 63743HFE7NATIONAL RURAL UTIL COOP CORPORATE NOTES
DTD 05/04/2022 3.450% 06/15/2025

5.26 1.18
(3,627.00)(3,627.00) 221,373.00 98.39 JPM_CHA 225,000.00 459200KS9IBM CORP CORPORATE NOTES DTD 07/27/2022 4.000% 07/27/2025

5.27 1.30
(12,088.19)(35,404.42) 221,514.08 98.45 MERRILL 225,000.00 06051GFS3BANK OF AMERICA CORP NOTES DTD 07/30/2015 3.875% 08/01/2025

5.08 1.31

Page 21 ends

For the Month Ending March 31, 2024Managed Account Fair Market Value & Analytics

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Value On Cost Amort CostCUSIP Broker Date PriceDated Date/Coupon/Maturity Par at Mkt Market Unreal G/L Unreal G/LNext Call MarketSecurity Type/Description YTMEffective Duration
Corporate Note
(11,799.00)(36,247.05) 221,598.45 98.49 06/15/25US_BANC 225,000.00 002824BM1ABBOTT LABORATORIES CORPORATE

NOTES (CAL
DTD 03/22/2017 3.875% 09/15/2025

4.96 1.19
(6,241.95)(6,241.95) 218,758.05 97.23 12/06/24MERRILL 225,000.00 06051GKE8BANK OF AMERICA CORP NOTES (CALLABLE)
DTD 12/06/2021 1.530% 12/06/2025

3.24 0.68
(4,390.57)(4,390.57) 170,609.43 97.49 02/24/25JPM_CHA 175,000.00 46647PCV6JPMORGAN CHASE & CO CORP NOTES (CALLABLE
DTD 02/24/2022 2.595% 02/24/2026

3.98 0.89
(17,055.19)(16,830.00) 207,778.50 92.35 04/15/26CITIGRP 225,000.00 91324PEC2UNITEDHEALTH GROUP INC (CALLABLE) CORPOR
DTD 05/19/2021 1.150% 05/15/2026

4.99 2.01
(14,831.23)(14,803.60) 160,143.90 91.51 07/12/26MITSU 175,000.00 05565EBW4BMW US CAPITAL LLC (CALLABLE)

CORPORATE
DTD 08/12/2021 1.250% 08/12/2026

5.10 2.25
(17,255.36)(16,750.57) 207,113.18 92.05 JPM_CHA 225,000.00 14913R2U0CATERPILLAR FINL SERVICE CORPORATE NOTES
DTD 01/10/2022 1.700% 01/08/2027

4.80 2.71
(2,841.42)(2,811.56) 37,120.44 92.80 12/15/26CITIGRP 40,000.00 87612EBM7TARGET CORP CORP NOTES (CALLABLE) DTD 01/24/2022 1.950% 01/15/2027

4.73 2.64
(34,819.10)(34,360.07) 439,585.43 92.54 12/26/26DEUTSCH 475,000.00 06406RBA4BANK OF NY MELLON CORP (CALLABLE) CORPOR
DTD 01/26/2022 2.050% 01/26/2027

4.91 2.66
(2,341.77) 5,175.75 727,118.25 96.95 11/06/26GOLDMAN 750,000.00 594918BY9MICROSOFT CORP CORP NOTES (CALLABLE)
DTD 02/06/2017 3.300% 02/06/2027

4.45 2.50
(4,075.54) 2,569.80 279,772.80 93.26 02/01/27RBS 300,000.00 025816CS6AMERICAN EXPRESS CO CORP NOTES (CALLABLE
DTD 03/04/2022 2.550% 03/04/2027

5.06 2.74
(23,340.39)(19,695.87) 446,393.13 93.98 02/15/27SEEL 475,000.00 084664CZ2BERKSHIRE HATHAWAY CORP NOTES (CALLABLE)
DTD 03/15/2022 2.300% 03/15/2027

4.50 2.79

Page 22 ends

For the Month Ending March 31, 2024Managed Account Fair Market Value & Analytics

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Value On Cost Amort CostCUSIP Broker Date PriceDated Date/Coupon/Maturity Par at Mkt Market Unreal G/L Unreal G/LNext Call MarketSecurity Type/Description YTMEffective Duration
Corporate Note
(3,399.01) 663.90 285,588.90 95.20 01/01/27BARCLAY 300,000.00 808513BW4CHARLES SCHWAB CORP NOTES (CALLABLE)
DTD 09/24/2021 3.300% 04/01/2027

5.04 2.61
(5,452.83)(2,255.50) 486,069.50 97.21 CBAA 500,000.00 63254ABE7NATIONAL AUSTRALIA BK/NY CORPORATE NOTES
DTD 06/09/2022 3.905% 06/09/2027

4.86 2.99
(15,948.37)(7,248.57) 733,814.18 94.69 06/12/27TD 775,000.00 037833DB3APPLE INC (CALLABLE) BONDS DTD 09/12/2017 2.900% 09/12/2027

4.58 3.07
(2,992.61)(3,289.50) 372,993.00 99.46 WELLS_F 375,000.00 89236TKQ7TOYOTA MOTOR CREDIT CORP

CORPORATE NOTES
DTD 01/12/2023 4.625% 01/12/2028

4.78 3.48
(2,191.49) 2,451.05 331,640.05 94.75 11/07/27MORGAN_ 350,000.00 637432NP6NATIONAL RURAL UTIL COOP CORP NOTES (CAL
DTD 02/07/2018 3.400% 02/07/2028

4.91 3.40
(1,756.01)(2,138.77) 84,904.63 99.89 01/15/28JPM_CHA 85,000.00 882508BV5TEXAS INSTRUMENTS INC CORP NOTE (CALLABL
DTD 11/18/2022 4.600% 02/15/2028

4.63 3.50
1,739.85 5,309.63 363,573.38 96.95 11/20/27MKTX 375,000.00 110122DE5BRISTOL-MYERS SQUIBB CO CORP NOTES (CALL
DTD 07/15/2020 3.900% 02/20/2028

4.77 3.41
(593.10)(574.56) 59,317.44 98.86 04/15/28BARCLAY 60,000.00 539830BZ1LOCKHEED MARTIN CORP NOTES (CALLABLE)
DTD 05/25/2023 4.450% 05/15/2028

4.76 3.68
(226.13)(622.12) 377,242.88 100.60 CITIGRP 375,000.00 24422EXB0JOHN DEERE CAPITAL CORP CORPORATE NOTES
DTD 07/14/2023 4.950% 07/14/2028

4.79 3.88
29,500.56 29,823.00 776,103.00 103.48 08/29/28BARCLAY 750,000.00 17325FBB3CITIBANK NA CORP NOTES (CALLABLE) DTD 09/29/2023 5.803% 09/29/2028

4.93 3.96
(2,120.10)(2,108.34) 337,439.46 99.25 01/08/29BARCLAY 340,000.00 009158BH8AIR PRODUCTS & CHEMICALS CORP NOTES (CAL
DTD 02/08/2024 4.600% 02/08/2029

4.78 4.31
2,497.33 2,499.84 422,352.84 100.56 01/26/29CITIGRP 420,000.00 17275RBR2CISCO SYSTEMS INC CORPORATE NOTES (CALLA
DTD 02/26/2024 4.850% 02/26/2029

4.72 4.34

Page 23 ends

For the Month Ending March 31, 2024Managed Account Fair Market Value & Analytics

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Value On Cost Amort CostCUSIP Broker Date PriceDated Date/Coupon/Maturity Par at Mkt Market Unreal G/L Unreal G/LNext Call MarketSecurity Type/Description YTMEffective Duration
Corporate Note
117.66 118.45 50,027.95 100.06 02/14/29CITIGRP 50,000.00 09290DAA9BLACKROCK FUNDING INC CORPORATE

NOTES (C
DTD 03/14/2024 4.700% 03/14/2029

4.69 4.40

53.18 50.03 725,405.28 100.06 02/14/29MERRILL 725,000.00 09290DAA9BLACKROCK FUNDING INC CORPORATE

NOTES (C
DTD 03/14/2024 4.700% 03/14/2029

4.69 4.40
(301,140.49) 4.83 (228,076.74) 12,275,287.11 12,595,000.00 Security Type Sub-Total 2.40 Certificate of Deposit
3,024.61 3,024.61 453,024.61 100.67 TD 450,000.00 89115B6K1TORONTO DOMINION BANK NY CERT DEPOS
DTD 10/31/2022 5.600% 10/27/2025

5.06 1.53
175.05 175.05 450,175.05 100.04 WELLS_F 450,000.00 65558UYF3NORDEA BANK ABP NEW YORK CERT DEPOS
DTD 11/03/2022 5.530% 11/03/2025

5.50 1.51
3,199.66 5.28 3,199.66 903,199.66 900,000.00 Security Type Sub-Total 1.52 Asset-Backed Security
(98.23)(97.40) 11,727.79 99.17 BARCLAY 11,826.43 44933LAC7HART 2021-A A3 DTD 04/28/2021 0.380% 09/15/2025

0.96 0.14
(1,622.42)(1,621.38) 93,081.99 98.29 MITSU 94,704.98 65480BAC1NAROT 2021-A A3 DTD 06/23/2021 0.330% 10/15/2025

1.45 0.29
(1,561.16)(1,554.92) 90,008.67 98.29 CITIGRP 91,573.46 89190GAC1TAOT 2021-B A3 DTD 06/14/2021 0.260% 11/17/2025

1.32 0.26
(1,302.66)(1,296.18) 53,027.20 97.59 MERRILL 54,334.83 43815GAC3HAROT 2021-4 A3 DTD 11/24/2021 0.880% 01/21/2026

2.24 0.50
(505.42)(501.33) 30,532.38 98.36 MERRILL 31,040.41 14314QAC8CARMX 2021-2 A3 DTD 04/21/2021 0.520% 02/17/2026

1.40 0.27
(933.55)(928.53) 41,637.85 97.80 SMBC 42,575.89 44935FAD6HART 2021-C A3 DTD 11/17/2021 0.740% 05/15/2026

1.80 0.42
(4,301.18)(4,280.07) 190,678.18 97.78 CITIGRP 195,000.00 254683CP8DCENT 2021-A1 A1 DTD 09/27/2021 0.580% 09/15/2026

1.50 0.44

Page 24 ends

For the Month Ending March 31, 2024Managed Account Fair Market Value & Analytics

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Value On Cost Amort CostCUSIP Broker Date PriceDated Date/Coupon/Maturity Par at Mkt Market Unreal G/L Unreal G/LNext Call MarketSecurity Type/Description YTMEffective Duration
Asset-Backed Security
(1,438.59)(1,437.96) 48,218.90 97.10 JPM_CHA 49,658.13 362554AC1GMCAR 2021-4 A3 DTD 10/21/2021 0.680% 09/16/2026

1.89 0.54
(2,937.05)(2,935.27) 207,059.77 98.60 RBC 210,000.00 14318MAD1CARMX 2022-3 A3 DTD 07/20/2022 3.970% 04/15/2027

4.46 0.82
(1,320.04)(1,310.61) 138,660.42 99.04 WELLS_F 140,000.00 65480JAC4NAROT 2022-B A3 DTD 09/28/2022 4.460% 05/17/2027

4.79 1.08
(1,344.63)(1,330.95) 273,623.98 99.50 RBC 275,000.00 36265QAD8GMCAR 2022-4 A3 DTD 10/12/2022 4.820% 08/16/2027

4.98 1.01
(2,228.38)(2,228.35) 242,771.53 99.09 MERRILL 245,000.00 891940AC2TAOT 2023-A A3 DTD 01/30/2023 4.630% 09/15/2027

4.92 1.25
(846.88)(835.92) 244,125.64 99.64 RBC 245,000.00 14041NGB1COMET 2022-A3 A DTD 11/03/2022 4.950% 10/15/2027

5.06 1.44
(398.60)(394.67) 169,588.21 99.76 JPM_CHA 170,000.00 41285JAD0HDMOT 2023-A A3 DTD 02/23/2023 5.050% 12/15/2027

5.12 1.39
(1,122.28)(1,119.49) 128,866.95 99.13 BNP_PAR 130,000.00 344928AD8FORDO 2023-A A3 DTD 03/31/2023 4.650% 02/15/2028

4.90 1.45
1,338.55 1,347.52 321,281.54 100.40 MERRILL 320,000.00 43815QAC1HAROT 2023-3 A3 DTD 08/22/2023 5.410% 02/18/2028

5.30 1.69
(4,165.27)(4,161.60) 315,819.84 98.69 RBC 320,000.00 254683CY9DCENT 2023-A1 A DTD 04/11/2023 4.310% 03/15/2028

4.67 1.82
(846.39)(840.17) 169,121.34 99.48 MERRILL 170,000.00 05522RDG0BACCT 2023-A1 A1 DTD 06/16/2023 4.790% 05/15/2028

4.93 1.96
(2,261.44)(2,258.70) 187,724.45 98.80 RBC 190,000.00 02582JJZ4AMXCA 2023-1 A DTD 06/14/2023 4.870% 05/15/2028

5.19 1.96
(6,186.08)(6,166.74) 483,720.90 98.72 RBC 490,000.00 14041NGD7COMET 2023-A1 A DTD 05/24/2023 4.420% 05/15/2028

4.76 1.97
(625.00)(617.75) 349,334.97 99.81 MERRILL 350,000.00 254683CZ6DCENT 2023-A2 A DTD 06/28/2023 4.930% 06/15/2028

4.98 2.04
1,077.08 1,078.22 86,063.25 101.25 JPM_CHA 85,000.00 438123AC5HAROT 2023-4 A3 DTD 11/08/2023 5.670% 06/21/2028

5.34 1.94
2,323.38 2,326.03 352,304.33 100.66 JPM_CHA 350,000.00 31680EAD3FITAT 2023-1 A3 DTD 08/23/2023 5.530% 08/15/2028

5.36 1.78
2,986.88 2,997.77 407,885.50 100.71 JPM_CHA 405,000.00 161571HT4CHAIT 2023-A1 A DTD 09/15/2023 5.160% 09/15/2028

4.98 2.25

Page 25 ends

For the Month Ending March 31, 2024Managed Account Fair Market Value & Analytics

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Value On Cost Amort CostCUSIP Broker Date PriceDated Date/Coupon/Maturity Par at Mkt Market Unreal G/L Unreal G/LNext Call MarketSecurity Type/Description YTMEffective Duration
Asset-Backed Security
3,507.54 3,509.28 413,490.95 100.85 CITIGRP 410,000.00 02582JKD1AMXCA 2023-3 A DTD 09/19/2023 5.230% 09/15/2028

5.02 2.25
641.80 643.10 180,618.93 100.34 MERRILL 180,000.00 05522RDH8BACCT 2023-A2 A2 DTD 12/14/2023 4.980% 11/15/2028

4.90 2.40
(24,016.07) 4.61 (24,170.02) 5,230,975.46 5,255,714.13 Security Type Sub-Total 1.61 53,589,396.76 51,668,359.01 (505,301.45) (858,137.31) 4.66 Managed Account Sub-Total 2.51 Joint Powers Authority

0.00 0.00 221,402.57 1.00 221,402.57 CAMP Pool 0.00 221,402.57 221,402.57 0.00 0.00 Liquid Sub-Total 0.00 Total Investments $52,184,078.93
$294,317.35
$51,889,761.58
Accrued Interest
Securities Sub-Total $53,810,799.33 ($505,301.45) ($858,137.31) 4.66% 2.51

Page 26 ends

For the Month Ending March 31, 2024Managed Account Security Transactions & Interest

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Transaction Type
Trade CUSIPSecurity DescriptionSettle Par Proceeds
Principal Accrued
Interest Total Cost
Realized G/L Realized G/L Sale
Amort Cost Method
BUY
03/06/24 US TREASURY NOTES
DTD 02/28/2023 4.000% 02/29/2028
91282CGP0 (1,335,287.11) (880.43) (1,336,167.54) 1,350,000.00 03/01/24 03/14/24 BLACKROCK FUNDING INC CORPORATE

NOTES (C
DTD 03/14/2024 4.700% 03/14/2029
09290DAA9 (49,909.50) 0.00 (49,909.50) 50,000.00 03/05/24 03/14/24 BLACKROCK FUNDING INC CORPORATE

NOTES (C
DTD 03/14/2024 4.700% 03/14/2029
09290DAA9 (725,355.25) 0.00 (725,355.25) 725,000.00 03/06/24 (880.43) (2,111,432.29)(2,110,551.86) 2,125,000.00 Transaction Type Sub-Total

INTEREST
03/01/24 CA ST MUNICIPAL BONDS
DTD 03/15/2023 4.846% 03/01/2027
13063D3N6 0.00 4,846.00 4,846.00 200,000.00 03/01/24 03/25/24 FHMS KJ46 A1
DTD 07/01/2023 4.777% 06/01/2028
3137HAD45 0.00 1,745.05 1,745.05 438,361.93 03/01/24 03/25/24 FHMS K514 A2
DTD 02/01/2024 4.572% 12/01/2028
3137HBLV4 0.00 1,104.90 1,104.90 290,000.00 03/01/24 03/25/24 FHMS K508 A2
DTD 10/01/2023 4.740% 08/01/2028
3137HAQ74 0.00 1,975.00 1,975.00 500,000.00 03/01/24 03/25/24 FHMS K061 A2
DTD 01/30/2017 3.347% 11/01/2026
3137BTUM1 0.00 1,054.32 1,054.32 378,006.57 03/01/24 03/25/24 FHMS K509 A2
DTD 10/01/2023 4.850% 09/01/2028
3137HAST4 0.00 1,515.63 1,515.63 375,000.00 03/01/24 03/25/24 FHMS K510 A2
DTD 11/01/2023 5.069% 10/01/2028
3137HB3D4 0.00 760.35 760.35 180,000.00 03/01/24
03/25/24 FHMS K058 A2
DTD 11/09/2016 2.653% 08/01/2026
3137BSP72 0.00 1,215.96 1,215.96 550,000.00 03/01/24 03/25/24 FHMS K043 A2
DTD 03/01/2015 3.062% 12/01/2024
3137BGK24 0.00 626.66 626.66 245,588.15 03/01/24
03/25/24 FHMS KJ48 A1
DTD 12/01/2023 4.858% 05/01/2028
3137HBC69 0.00 1,615.61 1,615.61 399,079.23 03/01/24 03/25/24 FHMS K507 A2
DTD 09/01/2023 4.800% 09/01/2028
3137HAMS2 0.00 2,000.00 2,000.00 500,000.00 03/01/24

Page 27 ends

For the Month Ending March 31, 2024Managed Account Security Transactions & Interest

INTEREST
03/25/24 FHMS K064 A2
DTD 05/15/2017 3.224% 03/01/2027
3137BXQY1 0.00 1,477.67 1,477.67 550,000.00 03/01/24 03/25/24 FHLMC MULTIFAMILY STRUCTURED P
DTD 07/01/2017 3.243% 04/01/2027
3137F1G44 0.00 1,486.38 1,486.38 550,000.00 03/01/24 03/25/24 FHMS K506 A2
DTD 09/01/2023 4.650% 08/01/2028
3137HAMH6 0.00 3,100.00 3,100.00 800,000.00 03/01/24 03/25/24 FHMS K505 A2
DTD 07/01/2023 4.819% 06/01/2028
3137HACX2 0.00 2,208.71 2,208.71 550,000.00 03/01/24 03/25/24 FHMS K511 A2
DTD 12/01/2023 4.860% 10/01/2028
3137HB3G7 0.00 1,113.75 1,113.75 275,000.00 03/01/24 03/25/24 FNA 2023-M6 A2
DTD 07/01/2023 4.190% 07/01/2028
3136BQDE6 0.00 1,920.42 1,920.42 550,000.00 03/01/24 03/25/24 FHMS K054 A2
DTD 04/20/2016 2.745% 01/01/2026
3137BNGT5 0.00 629.06 629.06 275,000.00 03/01/24
03/04/24 AMERICAN EXPRESS CO CORP NOTES
(CALLABLE
DTD 03/04/2022 2.550% 03/04/2027
025816CS6 0.00 3,825.00 3,825.00 300,000.00 03/04/24 03/04/24 AMERICAN EXPRESS CO CORP NOTES
(CALLABLE
DTD 03/04/2022 2.250% 03/04/2025
025816CQ0 0.00 900.00 900.00 80,000.00 03/04/24
03/04/24 FEDERAL HOME LOAN BANK NOTES
DTD 09/11/2020 0.375% 09/04/2025
3130AK5E2 0.00 281.25 281.25 150,000.00 03/04/24
03/10/24 ROCHE HOLDINGS INC (CALLABLE)

CORPORATE
DTD 03/10/2022 2.132% 03/10/2025
771196BT8 0.00 4,370.60 4,370.60 410,000.00 03/10/24 03/12/24 APPLE INC (CALLABLE) BONDS
DTD 09/12/2017 2.900% 09/12/2027
037833DB3 0.00 11,237.50 11,237.50 775,000.00 03/12/24 03/15/24 FITAT 2023-1 A3
DTD 08/23/2023 5.530% 08/15/2028
31680EAD3 0.00 1,612.92 1,612.92 350,000.00 03/15/24 03/15/24 BACCT 2023-A2 A2
DTD 12/14/2023 4.980% 11/15/2028
05522RDH8 0.00 747.00 747.00 180,000.00 03/15/24
03/15/24 AMXCA 2023-3 A
DTD 09/19/2023 5.230% 09/15/2028
02582JKD1 0.00 1,786.92 1,786.92 410,000.00 03/15/24

Page 28 ends

For the Month Ending March 31, 2024Managed Account Security Transactions & Interest

INTEREST
03/15/24 CARMX 2022-3 A3
DTD 07/20/2022 3.970% 04/15/2027
14318MAD1 0.00 694.75 694.75 210,000.00 03/15/24
03/15/24 HDMOT 2023-A A3
DTD 02/23/2023 5.050% 12/15/2027
41285JAD0 0.00 715.42 715.42 170,000.00 03/15/24
03/15/24 NY ST URBAN DEV CORP TXBL REV
BONDS
DTD 12/23/2020 0.870% 03/15/2025
650036DT0 0.00 1,413.75 1,413.75 325,000.00 03/15/24 03/15/24 COMET 2023-A1 A
DTD 05/24/2023 4.420% 05/15/2028
14041NGD7 0.00 1,804.83 1,804.83 490,000.00 03/15/24 03/15/24 CARMX 2021-2 A3
DTD 04/21/2021 0.520% 02/17/2026
14314QAC8 0.00 15.25 15.25 35,191.47 03/15/24
03/15/24 NAROT 2021-A A3
DTD 06/23/2021 0.330% 10/15/2025
65480BAC1 0.00 29.36 29.36 106,746.12 03/15/24
03/15/24 AMXCA 2023-1 A
DTD 06/14/2023 4.870% 05/15/2028
02582JJZ4 0.00 771.08 771.08 190,000.00 03/15/24
03/15/24 TAOT 2023-A A3
DTD 01/30/2023 4.630% 09/15/2027
891940AC2 0.00 945.29 945.29 245,000.00 03/15/24
03/15/24 NAROT 2022-B A3
DTD 09/28/2022 4.460% 05/17/2027
65480JAC4 0.00 520.33 520.33 140,000.00 03/15/24
03/15/24 ABBOTT LABORATORIES CORPORATE

NOTES (CAL
DTD 03/22/2017 3.875% 09/15/2025
002824BM1 0.00 4,359.38 4,359.38 225,000.00 03/15/24 03/15/24 DCENT 2023-A2 A
DTD 06/28/2023 4.930% 06/15/2028
254683CZ6 0.00 1,437.92 1,437.92 350,000.00 03/15/24 03/15/24 BERKSHIRE HATHAWAY CORP NOTES
(CALLABLE)
DTD 03/15/2022 2.300% 03/15/2027
084664CZ2 0.00 5,462.50 5,462.50 475,000.00 03/15/24 03/15/24 HART 2021-A A3
DTD 04/28/2021 0.380% 09/15/2025
44933LAC7 0.00 4.75 4.75 15,014.45 03/15/24
03/15/24 CHAIT 2023-A1 A
DTD 09/15/2023 5.160% 09/15/2028
161571HT4 0.00 1,741.50 1,741.50 405,000.00 03/15/24 03/15/24 DCENT 2021-A1 A1
DTD 09/27/2021 0.580% 09/15/2026
254683CP8 0.00 94.25 94.25 195,000.00 03/15/24

Page 29 ends

For the Month Ending March 31, 2024Managed Account Security Transactions & Interest

INTEREST
03/15/24 FORDO 2023-A A3
DTD 03/31/2023 4.650% 02/15/2028
344928AD8 0.00 503.75 503.75 130,000.00 03/15/24
03/15/24 HART 2021-C A3
DTD 11/17/2021 0.740% 05/15/2026
44935FAD6 0.00 28.79 28.79 46,680.68 03/15/24
03/15/24 COMET 2022-A3 A
DTD 11/03/2022 4.950% 10/15/2027
14041NGB1 0.00 1,010.63 1,010.63 245,000.00 03/15/24 03/15/24 TAOT 2021-B A3
DTD 06/14/2021 0.260% 11/17/2025
89190GAC1 0.00 22.64 22.64 104,512.88 03/15/24
03/15/24 BACCT 2023-A1 A1
DTD 06/16/2023 4.790% 05/15/2028
05522RDG0 0.00 678.58 678.58 170,000.00 03/15/24
03/15/24 DCENT 2023-A1 A
DTD 04/11/2023 4.310% 03/15/2028
254683CY9 0.00 1,149.33 1,149.33 320,000.00 03/15/24 03/16/24 GMCAR 2021-4 A3
DTD 10/21/2021 0.680% 09/16/2026
362554AC1 0.00 30.33 30.33 53,528.62 03/16/24
03/16/24 GMCAR 2022-4 A3
DTD 10/12/2022 4.820% 08/16/2027
36265QAD8 0.00 1,104.58 1,104.58 275,000.00 03/16/24 03/18/24 HAROT 2023-3 A3
DTD 08/22/2023 5.410% 02/18/2028
43815QAC1 0.00 1,442.67 1,442.67 320,000.00 03/18/24 03/21/24 HAROT 2023-4 A3
DTD 11/08/2023 5.670% 06/21/2028
438123AC5 0.00 401.63 401.63 85,000.00 03/21/24
03/21/24 HAROT 2021-4 A3
DTD 11/24/2021 0.880% 01/21/2026
43815GAC3 0.00 43.48 43.48 59,286.74 03/21/24
03/23/24 FREDDIE MAC NOTES
DTD 09/25/2020 0.375% 09/23/2025
3137EAEX3 0.00 1,312.50 1,312.50 700,000.00 03/23/24 03/29/24 CITIBANK NA CORP NOTES (CALLABLE)
DTD 09/29/2023 5.803% 09/29/2028
17325FBB3 0.00 21,761.25 21,761.25 750,000.00 03/29/24 104,657.18 104,657.18 0.00 17,096,996.84 Transaction Type Sub-Total

MATURITY
03/18/24 CHARLES SCHWAB CORP NOTES
(CALLABLE)
DTD 03/18/2021 0.750% 03/18/2024
808513BN4 105,000.00 393.75 105,393.75 52.50 0.00 105,000.00 03/18/24 393.75 0.00 52.50 105,393.75 105,000.00 105,000.00 Transaction Type Sub-Total

Page 30 ends

For the Month Ending March 31, 2024Managed Account Security Transactions & Interest

PAYDOWNS
03/25/24 FHMS K061 A2
DTD 01/30/2017 3.347% 11/01/2026
3137BTUM1 807.82 0.00 807.82 24.87 0.00 807.82 03/01/24 03/25/24 FHMS KJ46 A1
DTD 07/01/2023 4.777% 06/01/2028
3137HAD45 327.51 0.00 327.51 0.01 0.00 327.51 03/01/24 03/25/24 FHMS KJ48 A1
DTD 12/01/2023 4.858% 05/01/2028
3137HBC69 760.56 0.00 760.56 0.01 0.00 760.56 03/01/24 03/25/24 FHMS K043 A2
DTD 03/01/2015 3.062% 12/01/2024
3137BGK24 457.36 0.00 457.36 (22.65) 0.00 457.36 03/01/24 03/15/24 NAROT 2021-A A3
DTD 06/23/2021 0.330% 10/15/2025
65480BAC1 12,041.14 0.00 12,041.14 0.21 0.00 12,041.14 03/15/24 03/15/24 CARMX 2021-2 A3
DTD 04/21/2021 0.520% 02/17/2026
14314QAC8 4,151.06 0.00 4,151.06 0.90 0.00 4,151.06 03/15/24 03/15/24 HART 2021-A A3
DTD 04/28/2021 0.380% 09/15/2025
44933LAC7 3,188.02 0.00 3,188.02 0.34 0.00 3,188.02 03/15/24 03/15/24 HART 2021-C A3
DTD 11/17/2021 0.740% 05/15/2026
44935FAD6 4,104.79 0.00 4,104.79 0.92 0.00 4,104.79 03/15/24 03/15/24 TAOT 2021-B A3
DTD 06/14/2021 0.260% 11/17/2025
89190GAC1 12,939.42 0.00 12,939.42 1.39 0.00 12,939.42 03/15/24 03/16/24 GMCAR 2021-4 A3
DTD 10/21/2021 0.680% 09/16/2026
362554AC1 3,870.49 0.00 3,870.49 0.10 0.00 3,870.49 03/16/24 03/21/24 HAROT 2021-4 A3
DTD 11/24/2021 0.880% 01/21/2026
43815GAC3 4,951.91 0.00 4,951.91 1.04 0.00 4,951.91 03/21/24

0.00 0.00 7.14 47,600.08 47,600.08 47,600.08 Transaction Type Sub-Total SELL
03/06/24 US TREASURY NOTES
DTD 04/30/2021 0.750% 04/30/2026
91282CBW0 438,985.35 1,242.96 440,228.31 (24,436.52) (30,243.96) FIFO 475,000.00 03/01/24 03/06/24 AMERICAN HONDA FINANCE CORP
NOTE
DTD 06/27/2019 2.400% 06/27/2024
02665WCZ2 395,816.00 1,840.00 397,656.00 (2,200.00) (4,060.07) FIFO 400,000.00 03/01/24 03/06/24 US TREASURY NOTES
DTD 04/30/2021 0.750% 04/30/2026
91282CBW0 69,313.48 196.26 69,509.74 (2,144.53) (3,876.32) FIFO 75,000.00 03/01/24

Page 31 ends

For the Month Ending March 31, 2024Managed Account Security Transactions & Interest

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Transaction Type
Trade CUSIPSecurity DescriptionSettle Par Proceeds
Principal Accrued
Interest Total Cost
Realized G/L Realized G/L Sale
Amort Cost Method
SELL
03/06/24 WALT DISNEY COMPANY/THE
(CALLABLE)
DTD 09/06/2019 1.750% 08/30/2024
254687FK7 392,604.00 155.56 392,759.56 (5,764.00) (7,237.28) FIFO 400,000.00 03/01/24 03/13/24 US TREASURY NOTES
DTD 07/31/2021 0.625% 07/31/2026
91282CCP4 228,750.00 180.29 228,930.29 2,500.00 (7,902.13) FIFO 250,000.00 03/06/24 03/13/24 US TREASURY NOTES
DTD 07/31/2021 0.625% 07/31/2026
91282CCP4 526,125.00 414.66 526,539.66 2,852.54 (19,189.67) FIFO 575,000.00 03/06/24 4,029.73 (72,509.43)(29,192.51) 2,055,623.56 2,051,593.83 2,175,000.00 Transaction Type Sub-Total 93,642.05 108,200.23 201,842.28 (29,132.87) (72,509.43)Managed Account Sub-Total Total Security Transactions ($29,132.87)$201,842.28 $108,200.23 $93,642.05 ($72,509.43)

Page 32 ends

For the Month Ending March 31, 2024Account Statement

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Total Settlement Dollar AmountShare or Trade
Shares OwnedDate Transaction Description of TransactionUnit PriceDate CAMP Pool
44,627.69 Opening Balance
03/01/24 03/01/24 Purchase - Interest 13063D3N6 1.00 4,846.00 49,473.69 03/04/24 03/04/24 Purchase - Interest 025816CQ0 1.00 900.00 50,373.69 03/04/24 03/04/24 Purchase - Interest 025816CS6 1.00 3,825.00 54,198.69 03/04/24 03/04/24 Purchase - Interest 3130AK5E2 1.00 281.25 54,479.94 03/06/24 03/06/24 Purchase - Principal 02665WCZ2 1.00 395,816.00 450,295.94 03/06/24 03/06/24 Purchase - Interest 02665WCZ2 1.00 1,840.00 452,135.94 03/06/24 03/06/24 Purchase - Principal 254687FK7 1.00 392,604.00 844,739.94 03/06/24 03/06/24 Purchase - Interest 254687FK7 1.00 155.56 844,895.50 03/06/24 03/06/24 Purchase - Principal 91282CBW0 1.00 508,298.83 1,353,194.33 03/06/24 03/06/24 Purchase - Interest 91282CBW0 1.00 1,439.22 1,354,633.55 03/06/24 03/06/24 Redemption - Interest 91282CGP0 1.00 (880.43) 1,353,753.12 03/06/24 03/06/24 Redemption - Principal 91282CGP0 1.00 (1,335,287.11) 18,466.01 03/11/24 03/11/24 Purchase - Interest 771196BT8 1.00 4,370.60 22,836.61 03/12/24 03/12/24 Purchase - Interest 037833DB3 1.00 11,237.50 34,074.11 03/13/24 03/13/24 Purchase - Principal 91282CCP4 1.00 754,875.00 788,949.11 03/13/24 03/13/24 Purchase - Interest 91282CCP4 1.00 594.95 789,544.06 03/14/24 03/14/24 Redemption - Principal 09290DAA9 1.00 (725,355.25) 64,188.81 03/14/24 03/14/24 Redemption - Principal 09290DAA9 1.00 (49,909.50) 14,279.31 03/15/24 03/15/24 Purchase - Interest 002824BM1 1.00 4,359.38 18,638.69 03/15/24 03/15/24 Purchase - Interest 084664CZ2 1.00 5,462.50 24,101.19 03/15/24 03/15/24 Purchase - Interest 650036DT0 1.00 1,413.75 25,514.94

Page 33 ends

For the Month Ending March 31, 2024Account Statement

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Total Settlement Dollar AmountShare or Trade
Shares OwnedDate Transaction Description of TransactionUnit PriceDate CAMP Pool
03/15/24 03/15/24 Purchase - Interest 891940AC2 1.00 945.29 26,460.23 03/15/24 03/15/24 Purchase - Interest 89190GAC1 1.00 22.64 26,482.87 03/15/24 03/15/24 Purchase - Interest 65480JAC4 1.00 520.33 27,003.20 03/15/24 03/15/24 Purchase - Interest 65480BAC1 1.00 29.36 27,032.56 03/15/24 03/15/24 Purchase - Interest 44935FAD6 1.00 28.79 27,061.35 03/15/24 03/15/24 Purchase - Interest 44933LAC7 1.00 4.75 27,066.10 03/15/24 03/15/24 Purchase - Interest 41285JAD0 1.00 715.42 27,781.52 03/15/24 03/15/24 Purchase - Interest 344928AD8 1.00 503.75 28,285.27 03/15/24 03/15/24 Purchase - Interest 31680EAD3 1.00 1,612.92 29,898.19 03/15/24 03/15/24 Purchase - Interest 254683CZ6 1.00 1,437.92 31,336.11 03/15/24 03/15/24 Purchase - Interest 254683CY9 1.00 1,149.33 32,485.44 03/15/24 03/15/24 Purchase - Interest 254683CP8 1.00 94.25 32,579.69 03/15/24 03/15/24 Purchase - Interest 161571HT4 1.00 1,741.50 34,321.19 03/15/24 03/15/24 Purchase - Interest 14318MAD1 1.00 694.75 35,015.94 03/15/24 03/15/24 Purchase - Interest 14314QAC8 1.00 15.25 35,031.19 03/15/24 03/15/24 Purchase - Interest 14041NGD7 1.00 1,804.83 36,836.02 03/15/24 03/15/24 Purchase - Interest 14041NGB1 1.00 1,010.63 37,846.65 03/15/24 03/15/24 Purchase - Interest 05522RDH8 1.00 747.00 38,593.65 03/15/24 03/15/24 Purchase - Interest 05522RDG0 1.00 678.58 39,272.23 03/15/24 03/15/24 Purchase - Interest 02582JKD1 1.00 1,786.92 41,059.15 03/15/24 03/15/24 Purchase - Interest 02582JJZ4 1.00 771.08 41,830.23 03/15/24 03/15/24 Purchase - Principal 14314QAC8 1.00 4,151.06 45,981.29

Page 34 ends

For the Month Ending March 31, 2024Account Statement

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Total Settlement Dollar AmountShare or Trade
Shares OwnedDate Transaction Description of TransactionUnit PriceDate CAMP Pool
03/15/24 03/15/24 Purchase - Principal 44935FAD6 1.00 4,104.79 50,086.08 03/15/24 03/15/24 Purchase - Principal 44933LAC7 1.00 3,188.02 53,274.10 03/15/24 03/15/24 Purchase - Principal 89190GAC1 1.00 12,939.42 66,213.52 03/15/24 03/15/24 Purchase - Principal 65480BAC1 1.00 12,041.14 78,254.66 03/18/24 03/18/24 Purchase - Interest 362554AC1 1.00 30.33 78,284.99 03/18/24 03/18/24 Purchase - Interest 36265QAD8 1.00 1,104.58 79,389.57 03/18/24 03/18/24 Purchase - Interest 43815QAC1 1.00 1,442.67 80,832.24 03/18/24 03/18/24 Purchase - Principal 808513BN4 1.00 105,393.75 186,225.99 03/18/24 03/18/24 Purchase - Principal 362554AC1 1.00 3,870.49 190,096.48 03/21/24 03/21/24 Purchase - Interest 438123AC5 1.00 401.63 190,498.11 03/21/24 03/21/24 Purchase - Interest 43815GAC3 1.00 43.48 190,541.59 03/21/24 03/21/24 Purchase - Principal 43815GAC3 1.00 4,951.91 195,493.50 03/25/24 03/25/24 Purchase - Interest 3137EAEX3 1.00 1,312.50 196,806.00 03/25/24 03/25/24 Purchase - Interest 3136BQDE6 1.00 1,920.42 198,726.42 03/25/24 03/25/24 Purchase - Interest 3137BGK24 1.00 626.66 199,353.08 03/25/24 03/25/24 Purchase - Interest 3137BNGT5 1.00 629.06 199,982.14 03/25/24 03/25/24 Purchase - Interest 3137BSP72 1.00 1,215.96 201,198.10 03/25/24 03/25/24 Purchase - Interest 3137BTUM1 1.00 1,054.32 202,252.42 03/25/24 03/25/24 Purchase - Interest 3137BXQY1 1.00 1,477.67 203,730.09 03/25/24 03/25/24 Purchase - Interest 3137F1G44 1.00 1,486.38 205,216.47 03/25/24 03/25/24 Purchase - Interest 3137HACX2 1.00 2,208.71 207,425.18 03/25/24 03/25/24 Purchase - Interest 3137HAD45 1.00 1,745.05 209,170.23

Page 35 ends

For the Month Ending March 31, 2024Account Statement

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Total Settlement Dollar AmountShare or Trade
Shares OwnedDate Transaction Description of TransactionUnit PriceDate CAMP Pool
03/25/24 03/25/24 Purchase - Interest 3137HAMH6 1.00 3,100.00 212,270.23 03/25/24 03/25/24 Purchase - Interest 3137HAMS2 1.00 2,000.00 214,270.23 03/25/24 03/25/24 Purchase - Interest 3137HAQ74 1.00 1,975.00 216,245.23 03/25/24 03/25/24 Purchase - Interest 3137HAST4 1.00 1,515.63 217,760.86 03/25/24 03/25/24 Purchase - Interest 3137HB3D4 1.00 760.35 218,521.21 03/25/24 03/25/24 Purchase - Interest 3137HB3G7 1.00 1,113.75 219,634.96 03/25/24 03/25/24 Purchase - Interest 3137HBC69 1.00 1,615.61 221,250.57 03/25/24 03/25/24 Purchase - Interest 3137HBLV4 1.00 1,104.90 222,355.47 03/25/24 03/25/24 Purchase - Principal 3137HBC69 1.00 760.56 223,116.03 03/25/24 03/25/24 Purchase - Principal 3137HAD45 1.00 327.51 223,443.54 03/25/24 03/25/24 Purchase - Principal 3137BTUM1 1.00 807.82 224,251.36 03/25/24 03/25/24 Purchase - Principal 3137BGK24 1.00 457.36 224,708.72 03/26/24 03/26/24 IP Fees February 2024 1.00 (3,743.17) 220,965.55 03/26/24 03/26/24 U.S. Bank Fees January 2024 1.00 (214.69) 220,750.86 03/28/24 04/01/24 Accrual Income Div Reinvestment - Distributions 1.00 651.71 221,402.57

Page 36 ends

For the Month Ending March 31, 2024Account Statement

CITY OF LAKE ELSINORE - LAKE ELSINORE - CITY FUNDS
Total Settlement Dollar AmountShare or Trade
Shares OwnedDate Transaction Description of TransactionUnit PriceDate 221,402.57
221,402.57
221,402.57
140,299.78
1,666.05

0.00 (4,964,360.07)
5,068,989.68
116,772.96
651.71
221,402.57

0.00 (2,115,390.15)
2,292,165.03
44,627.69
Monthly Distribution Yield
Average Monthly Balance
Closing Balance
Fiscal YTDMonth of
Cash Dividends and Income
Closing Balance
Check Disbursements
Redemptions (Excl. Checks)
Purchases
Opening Balance
Closing Balance
March January-March

5.48%

Page 37 ends

4)
November 5, 2024 General Municipal Election

1. Adopt

RESOLUTION

THE

CITY

COUNCIL

THE

CITY

LAKE

ELSINORE,

CALIFORNIA,

CALLING

FOR

THE

HOLDING

GENERAL

MUNICIPAL

ELECTION
TO

HELD

TUESDAY,

NOVEMBER

2024

FOR

THE

ELECTION

CERTAIN

OFFICERS

REQUIRED

THE

PROVISIONS

THE

LAWS

THE

STATE

CALIFORNIA

RELATING

GENERAL

LAW

CITIES

AND

FOR

THE

SUBMISSION

TO
THE

VOTERS

QUESTION

RELATING

WHETHER

THE

CITY

TREASURER
POSITION SHOULD BE APPOINTIVE;

2. Adopt

RESOLUTION

THE

CITY

COUNCIL

THE

CITY

LAKE

ELSINORE,

CALIFORNIA,

REQUESTING

THE

BOARD

SUPERVISORS

THE

COUNTY

RIVERSIDE

CONSOLIDATE

GENERAL

MUNICIPAL

ELECTION

HELD
ON

NOVEMBER

2024,

WITH

THE

STATEWIDE

GENERAL

ELECTION

HELD
ON

THE

DATE

PURSUANT

§10403

THE

CALIFORNIA

ELECTIONS

CODE;
and

3. Adopt

RESOLUTION

THE

CITY

COUNCIL

THE

CITY

LAKE

ELSINORE,

CALIFORNIA,

ADOPTING

REGULATIONS

FOR

CANDIDATES

FOR

ELECTIVE
OFFICE

PERTAINING

CANDIDATE

STATEMENTS

SUBMITTED

THE

VOTERS
AT AN ELECTION TO BE HELD ON TUESDAY, NOVEMBER 5, 2024.

Page 1 of 4 ends

REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Candice Alvarez, MMC, City Clerk
Date:April 23, 2024
Subject:November 5, 2024 General Municipal Election
Recommendation

1. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,

CALIFORNIA, CALLING FOR THE HOLDING OF A GENERAL MUNICIPAL ELECTION TO BE HELD ON TUESDAY, NOVEMBER 5, 2024 FOR THE ELECTION OF CERTAIN

OFFICERS AS REQUIRED BY THE PROVISIONS OF THE LAWS OF THE STATE OF

CALIFORNIA RELATING TO GENERAL LAW CITIES AND FOR THE SUBMISSION TO THE

VOTERS A QUESTION RELATING TO WHETHER THE CITY TREASURER POSITION SHOULD BE APPOINTIVE;

2. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,

CALIFORNIA, REQUESTING THE BOARD OF SUPERVISORS OF THE COUNTY OF

RIVERSIDE TO CONSOLIDATE A GENERAL MUNICIPAL ELECTION TO BE HELD ON NOVEMBER 5, 2024, WITH THE STATEWIDE GENERAL ELECTION TO BE HELD ON THE DATE PURSUANT TO §10403 OF THE CALIFORNIA ELECTIONS CODE; and

3. Adopt A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,

CALIFORNIA, ADOPTING REGULATIONS FOR CANDIDATES FOR ELECTIVE OFFICE

PERTAINING TO CANDIDATE STATEMENTS SUBMITTED TO THE VOTERS AT AN ELECTION TO BE HELD ON TUESDAY, NOVEMBER 5, 2024.

November 5, 2024 General Municipal Election

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Background
The City of Lake Elsinore was incorporated in 1888 as a General Law city and, therefore, must adhere to all laws pertaining to the conduct and holding of elections as can be found in the California Elections Code. The laws allow for cities to set regulations pertaining to candidate and election materials either by Resolution or through their Municipal Code.

On February 1, 2018, the City adopted the By-District election process, subdividing the City into five districts. Each district is represented by one seat on the City Council. City Council Members for Districts two, four, and five and the City Treasurer will be on the ballot.

The question of whether the position of City Treasurer should continue to be elected or should be an appointed position was presented by the City Council in 2004 to the Mayor’s Electoral Reform Ad Hoc Committee. On this issue, the Committee made nine findings, including “[D]ue to the complexity of government finance, the role defined by the laws of the State of California for a City Treasurer can best be satisfactorily performed by a full time, qualified financial professional” and “[T]he position of Director of Administrative Services of the City of Lake Elsinore requires a credentialed finance professional with commensurate education and experience. Any candidate qualified to be the Director of Administrative Services would be qualified to perform the duties of City Treasurer.” Based on its Findings, the Committee recommended that a measure be placed on the ballot to eliminate the position of elected City Treasurer.

Moreover, former Elected City Treasurer Baldwin strongly advocated changing the position from elective to appointive to ensure that a qualified and experienced municipal finance and municipal accounting professional fills the position. Following Treasurer Baldwin’s passing, the City Council, at its meeting on March 12, 2024, appointed Edwin Castro to serve an incomplete term as City Treasurer through December 2024 and directed staff to prepare a Resolution with proposed ballot measure wording to change the City Treasurer position from elective to appointive to be submitted to the Riverside County Registrar of Voters for inclusion on the November 5, 2024 General Municipal Election ballot.

Discussion
The election will be conducted on Tuesday, November 5, 2024 for the purpose of electing a City Treasurer and three members of the City Council (District 2, District 4, and District 5) to four-year terms. The City Council must adopt Resolutions calling the election, setting candidate statement regulations, and requesting the County of Riverside to consolidate the election with the Statewide General Election and render services required to conduct the election.

There are several significant dates associated with the election which are listed in Attachment

4. The significant dates pertaining to qualifying as a candidate are as follows:

Nomination Period – July 15 through August 9, 2024
The period where those interested in running for election to one of the available seats must pull and submit nomination papers in order to qualify having their name on the ballot.

November 5, 2024 General Municipal Election

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Nomination Period Extended – through August 14, 2024
The nomination period is extended for a period of five days if an incumbent does not file to run in the election
Write-In Candidacy Nomination Period – September 9 through October 22, 2024 The nomination period where persons not on the ballot, wishing to submit their name as a write- in candidate must submit their nomination forms.

County Voter Information Guide Mailed – September 26 through October 15, 2024 Vote-By-Mail Ballots Mailed Beginning October 7, 2024
City Treasurer
The California Government Code addresses the election process for this ballot question for a General Law city.

Section 36508. “At any municipal election, or a special election held for that purpose, the city council may submit to the electors the question whether the elective officers, or any of them except council members, shall be appointed by the city council; provided, however, that the city council shall not submit such question to the electors more often than once in an 11-month period.”
Section 36509. “The question shall be printed on the ballots used at the election substantially in one of the following forms:
(c) “Shall the office of City Treasurer be appointive?” The words “yes” and “no” shall be so printed on the ballots that the voters may express their choice.”
Section 36510. “If a majority of the votes cast on the proposition is for it, the city council shall appoint such officers at the expiration of the terms of the officers then in office and on a vacancy in any such office. Such officers shall hold office during the pleasure of the city council and, notwithstanding Section 36502 to the contrary, are not required to be residents or electors in the city. The City Council may, by ordinance, vest in the City Manager its authority to appoint such officers.”
To place a ballot measure before the electorate, the City Council must adopt a resolution that:
• Submits proposed ballot measure wording (including whether the full text will be printed) to the Riverside County Registrar of Voters;
• Authorizes City Council Members and other individuals (up to five) to file a written argument regarding the measure, including providing for the filing of rebuttal arguments to the measure in accordance with filing deadlines; and • Directs the City Attorney to prepare an impartial analysis of the measure.

November 5, 2024 General Municipal Election

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Elective Versus Appointive City Treasurer
A survey of nine surrounding Cities resulted in seven having an appointed City Treasurer and the remaining two having an elected position. The Cities with the appointed City Treasurer are also their Finance or Administrative Services Directors who fulfill the treasurer duties within their director classification based on their relevant experience in government finance and professional financial background.

If the position of City Treasurer becomes appointive in Lake Elsinore, the duties will likely be fulfilled by the Assistant City Manager or Finance Director/Director of Administrative Services as appointed by and working under the direction of the City Manager. Having the City Treasurer function performed by qualified in-house professional staff would be more efficient. Under the current arrangement the elected Treasurer performs a largely ceremonial role.

Ballot Measure Timing
The Resolution calling for the Municipal Election must be adopted at least 88 days before the election, which for the November 5, 2024 election would be by August 9, 2024. The last regular City Council meeting before the 88-day deadline is July 23, 2024.

Mr. Castro will fulfill the position’s duties until the November 5, 2024 Municipal Election. Should the measure pass, the position will become appointive as of December 2024.

Fiscal Impact
The elected City Treasurer receives $150 per month. Instead, a full-time hourly employee would perform the duties currently performed by the elected City Treasurer, so there would be a salary savings of $1,800 per year. Additionally, if the position is appointed instead of elected, the City would only pay for the election for the three Districts’ Council Members that are currently on the ballot at the same time, since the position would no longer be on the ballot. So, the City would only pay for an election in three Districts rather than Citywide, unless another measure is on the ballot.

The County has estimated that the base cost for this Election will be approximately $130,500.

Adding the measure onto the ballot would be an additional roughly $38,0000. Funding will be included in the Fiscal Year 2024-25 Budget.

Attachments
Attachment 1 - Resolution Calling the Election
Exhibit A - Ordinance
Attachment 2 - Resolution Requesting Consolidation
Exhibit A - Ordinance
Attachment 3 - Resolution Setting Candidate Statement Regulations Attachment 4 - 2024 General Municipal Election Calendar Attachment 1
RESOLUTION NO. 2024-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,

CALIFORNIA, CALLING FOR THE HOLDING OF A GENERAL MUNICIPAL ELECTION TO BE HELD ON TUESDAY, NOVEMBER 5, 2024 FOR THE

ELECTION OF CERTAIN OFFICERS AS REQUIRED BY THE PROVISIONS OF

THE LAWS OF THE STATE OF CALIFORNIA RELATING TO GENERAL LAW

CITIES AND FOR THE SUBMISSION TO THE VOTERS A QUESTION

RELATING TO WHETHER THE CITY TREASURER POSITION SHOULD BE

APPOINTIVE
Whereas, under the provisions of the laws relating to general law cities in the State of California, a General Municipal Election shall be held on November 5, 2024, for the election of Municipal Officers, and
Whereas, the City Council also desires to submit to the voters at the election a question relating to whether the City Treasurer position should be changed from elective to appointive.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE DOES HEREBY RESOLVE, DETERMINE, AND ORDER AS FOLLOWS:

Section 1.That pursuant to the requirements of the laws of the State of California relating to General Law Cities, there is called and ordered to be held in the City of Lake Elsinore, California, on Tuesday, November 5, 2024, a General Municipal Election for the purpose of electing three Members of the City Council for the full term of four years and a City Treasurer for the full term of four years.

Section 2.That the City Council, pursuant to its right and authority, does order subitted to the voters at the General Municipal Election the following question:

YES
Shall the office of City Treasurer be appointive?
NO
Section 3.That the proposed complete text of the measure submitted to the voters is attached as Exhibit A.

Section 4.That the vote requirement for the measure to pass is a majority (50%+1) of the votes cast.

Section 5.That the ballots to be used at the election shall be in form and content as required by law.

Section 6.That the City Clerk is authorized, instructed, and directed to coordinate with the County of Riverside Registrar of Voters to procure and furnish any and all official ballots, notices, printed matter, and all supplies, equipment, and paraphernalia that may be necessary in order to properly and lawfully conduct the election.

Margins are set at .05 on all sides. Please do not expand the margins as the left side may be too wide to punch for binding without punching part of the text. Use 11 pt Arial font, full justification and spacing is to be exactly 11 pt. To change this spacing, go to Format/ Paragraph/ Line Spacing – Exactly - 11pt. Please note that some titles of the report are bold and some are in regular print. If your report is 2 or more pages, a header must be inserted, in the upper left hand corner, on subsequent pages. The header must contain a shortened version of the title of the report, the meeting date and page number:

Ex: Washington Firehouse
May 16, 2001

Page 2 ends

The report should be saved on the F Drive under Agendas and the appropriate meeting date. This template is available at f:/Wsforms/agenda report with descriptions.doc
CC Reso No. 2024-___

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3 Section 7.That the vote centers for the election shall be open at seven o’clock a.m. of the day of the election and shall remain open continuously from that time until eight o’clock p.m. of the same day when the polls (vote centers) shall be closed, pursuant to Election Code §10242, except as provided in §§14212, 14401 of the Elections Code of the State of California.

Section 8.That in all particulars not recited in this Resolution, the election shall be held and conducted as provided by law for holding municipal elections.

Section 9.That notice of the time and place of holding the election is given, and the City Clerk is authorized, instructed, and directed to give further or additional notice of the election in time, form, and manner as required by law.

Section 10.That in the event of a tie vote (if any two or more persons receive an equal and the highest number of votes for an office) as certified by the County of Riverside Registrar of Voters, the City Council, in accordance with Election Code § 15651 (a), shall set a date and time and place and summon the candidates who have received the tie votes to appear and will determine the tie by lot.

Section 11.The City Council authorizes the City Clerk to administer said election, and all reasonable and actual election expenses shall be paid by the City upon presentation of a properly submitted bill.

Section 12.This Resolution shall take effect immediately upon its adoption.

Section 13.The City Clerk shall certify to the adoption of this Resolution and enter it into the book of original Resolutions.

Passed and Adopted at a regular meeting of the City Council of the City of Lake Elsinore, California, this 23rd day of April 2024.

Steve Manos
Mayor
Attest:

Candice Alvarez, MMC
City Clerk
CC Reso No. 2024-___

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3 STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.

CITY OF LAKE ELSINORE )
I, Candice Alvarez, MMC, City Clerk of the City of Lake Elsinore, California, do hereby certify that Resolution No. 2024-____ was adopted by the City Council of the City of Lake Elsinore, California, at the Regular meeting of April 23, 2024 and that the same was adopted by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Candice Alvarez, MMC
City Clerk
Exhibit A
ORDINANCE NO.

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,

CALIFORNIA, AMENDING LAKE ELSINORE MUNICIPAL CODE CHAPTER

2.42 (CITY TREASURER) OF TITLE 2 (ADMINISTRATION AND PERSONNEL)

TO MAKE THE OFFICE OF CITY TREASURER AN APPOINTIVE OFFICE Whereas, Government Code Section 36508 and Elections Code Section 9222 authorize the City Council to submit to the electors the question of whether the elective City Treasurer shall be an appointive office and, if a majority of voters voting on the measure approve it, the office shall become appointive; and
Whereas, an appointive City Treasurer will be required to possess relevant experience in government finance and a professional financial background, training, skills and experience necessary to fulfill the important responsibilities of the office of City Treasurer; and Whereas, on April 23, 2024, pursuant to State law, the City Council adopted Resolution No. 24-__, submitting this ordinance to the voters at the General Municipal Election on Tuesday, November 5, 2024; and
Whereas, all other legal prerequisites to the adoption of this ordinance have occurred.

NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE DOES ORDAIN AS FOLLOWS:

Section 1.Subject to the approval of a majority of the voters of the City of Lake Elsinore at the scheduled election so designated by the City Council in a separate resolution placing this proposal on the ballot for such election, Chapter 2.42 of Title 2 of the Lake Elsinore Municipal Code is hereby amended to read as follows:

2.42.010 Office established.

As of the November 5, 2028 Municipal Election, the office of the City Treasurer shall cease to be elected as provided by law and shall become an appointive office. Pursuant to California Government Code section 36510, such appointive officer shall be appointed by the City Manager. The City Manager may appoint himself, the Director of Finance, or other professional with relevant experience in government finance and a professional financial background, training, skills and experience necessary to fulfill the powers and duties of City Treasurer.

2.42.020 Elective office.

The City Treasurer shall be elected from the City at large at a general municipal election.

2.42.030 Term of office.

The City Treasurer shall serve for a term of four years and until his successor is elected and qualified.

Ord. No.

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0 2.42.050 Eligibility.

No person shall be eligible to hold the office of City Treasurer unless such person, at the time of assuming office, shall be a qualified elector of the City and shall have been a resident of the City for at least the minimum period provided by law next preceding the date of such person’s election or appointment.

2.42.060 Vacancies.

A vacancy in the office of City Treasurer shall be filled by appointment by the City Council.

Such appointee shall hold office until the next succeeding general municipal election and until his successor is elected and qualified.

2.42.070 Failure to fill vacancy.

In the event that the City Council shall fail to fill a vacancy by appointment within 30 days after such office has become vacant, the City Council shall forthwith call a special election to fill such vacancy; provided, that if such vacancy occurs within 120 days prior to a general municipal election, such vacancy shall be filled at the general municipal election.

2.42.080 Powers and duties.

The City Treasurer shall be the custodian of all public funds belonging to or under the control of the City or of any office, department or agency of the City and shall perform such duties as may be prescribed from time to time by the City Council consistent with this chapter and applicable law.

2.42.020 Bond Requirements
Pursuant to California Government Code Section 36518, the City Treasurer shall furnish a corporate surety bond to be approved by the City Council in the same amount as that required of the Director of Finance and City Clerk, and it shall be conditioned upon the satisfactory performance of the duties imposed upon the City Treasurer by statute, ordinance, or resolution. Any premium for such bond shall be a proper charge against the City of Lake Elsinore.

2.42.030 Powers and duties.

The City Treasurer shall perform the duties as are prescribed by Cal. Gov’t Code Sections 41001 through 41007 and by any other provisions of law applicable to deposit, investment and safekeeping of public funds of the city.

Section 2. Validity. If any portion of this Ordinance is declared invalid by a court of law or other legal body with applicable authority, the invalidity shall not affect or prohibit the force and effect of any other provision or application of the Ordinance that is not deemed invalid. The voters of the City hereby declare that they would have circulated for qualification and/or voted for the adoption of this section, and each portion thereof, regardless of the fact that any portion of the initiative may be subsequently deemed invalid.

Ord. No.

Page 3 of 3 ends

3 7
2 4
0 Section 3. Supersedence. To the fullest extent allowed by law, the provisions of this Ordinance shall prevail over, and supersede, all other provisions of the Municipal Code and any ordinances, resolutions or administrative policies of the City of Lake Elsinore which are in conflict with any provision of this Ordinance.

Section 4. Amendments. This section shall not be repealed or amended except by a measure approved by a majority of the electors voting on the issue at a General Municipal Election, or at a special election called for that purpose.

Section 5. CEQA. This Ordinance is exempt from the California Environmental Quality Act in accordance with Section 15061(b) (3) there is no possibility that the activity in question may have a significant effect on the environment.

Section 6. Severability. If any provision of this Ordinance or its application is held invalid by a court of competent jurisdiction, such invalidity shall not affect other provisions, sections, or applications of the Ordinance which can be given effect without the invalid provision or application, and to this end each phrase, section, sentence, or word is declared to be severable.

Section 7. Effective Date. This Ordinance shall take effect only if approved by a majority of the eligible voters of the City of Lake Elsinore voting at a General Municipal election to be held on November 5, 2024, and shall take effect ten (10) days after the City Council has certified the results of the General Municipal election by resolution.

Section 8. Attestation. The Mayor is hereby authorized to attest to the adoption of this Ordinance by the People voting thereon on November 5, 2024, by signing where indicated below.

Section 9. Certification. The City Clerk shall certify to the passage of this Ordinance and shall cause a synopsis of the same to be published according to law.

PASSED, APPROVED, AND ADOPTED by the People of the City of Lake Elsinore on the 5th day of November 2024.

Mayor’s Name
Mayor
Attest:

Candice Alvarez, MMC
City Clerk
Attachment 2
RESOLUTION NO. 2024-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,

CALIFORNIA, REQUESTING THE BOARD OF SUPERVISORS OF THE

COUNTY OF RIVERSIDE TO CONSOLIDATE A GENERAL MUNICIPAL
ELECTION TO BE HELD ON NOVEMBER 5, 2024 WITH THE STATEWIDE GENERAL ELECTION TO BE HELD ON THE DATE PURSUANT TO §10403 OF

THE CALIFORNIA ELECTIONS CODE
Whereas, the City Council of the City of Lake Elsinore, California, called a General Municipal Election to be held on November 5, 2024 for the purpose of the election of a City Treasurer and three Members of the City Council (District 2, District 4, and District 5) for full four- year terms;
Whereas, the City Council is submitting to the voters the question relating to whether the City Treasurer position should be changed from elective to appointive, and Whereas, it is desirable that the General Municipal Election be consolidated with the Statewide General election to be held on the same date and that within the city, the precincts, vote centers, and election officers of the two elections be the same, and that the Riverside County Registrar of Voters canvass the returns of the General Municipal Election and that the election be held in all respects as if there were only one election.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:

Section 1.That pursuant to the requirements of §10403 of the Elections Code, the Board of Supervisors of the County of Riverside is hereby requested to consent and agree to the consolidation of a General Municipal Election with the Statewide General election on Tuesday, November 5, 2024 for the purpose of the election of a City Treasurer and three Members of the City Council (District 2, District 4, and District 5) for full four-year terms.

Section 2.That a measure is to appear on the ballot as follows:

YES
Shall the office of City Treasurer be appointive?
NO
Section 3.That the proposed complete text of the measure submitted to the voters is attached as Exhibit A.

Section 4.That the vote requirement for he measure to pass is a majority (50%+1) of the votes cast.

Section 5.That the county election department is authorized to canvass the returns of the General Municipal Election. The election shall be held in all respects as if there were only one election, and only one form of ballot shall be used. The election will be held and conducted in accordance with the provisions of law regulating the statewide or special election.

Section 6.That the Board of Supervisors is requested to issue instructions to the Registrar of Voters to take any and all steps necessary for the holding of the consolidated election.

Ex: Washington Firehouse
May 16, 2001

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The report should be saved on the F Drive under Agendas and the appropriate meeting date. This template is available at f:/Wsforms/agenda report with descriptions.doc
CC Reso No. 2024-___

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Section 7.That the City of Lake Elsinore recognizes that additional costs will be incurred by the County by reason of this consolidation and agrees to reimburse the County for any costs.

Section 8.That the City Clerk is hereby directed to file a certified copy of this Resolution with the Riverside County Board of Supervisors and the Registrar of Voters.

Section 9.This Resolution shall take effect immediately upon its adoption.

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

Passed and Adopted at a regular meeting of the City Council of the City of Lake Elsinore, California, this 23rd day of April 2024.

Steve Manos
Mayor
Attest:

Candice Alvarez, MMC
City Clerk

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.

AYES:

NOES:

ABSENT:

ABSTAIN:

Candice Alvarez, MMC
City Clerk
Exhibit A
ORDINANCE NO.

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,

CALIFORNIA, AMENDING LAKE ELSINORE MUNICIPAL CODE CHAPTER

2.42 (CITY TREASURER) OF TITLE 2 (ADMINISTRATION AND PERSONNEL)

NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE DOES ORDAIN AS FOLLOWS:

2.42.010 Office established.

2.42.020 Elective office.

The City Treasurer shall be elected from the City at large at a general municipal election.

2.42.030 Term of office.

The City Treasurer shall serve for a term of four years and until his successor is elected and qualified.

Ord. No.

Page 2 of 3 ends

3 7
2 4
0 2.42.050 Eligibility.

2.42.060 Vacancies.

A vacancy in the office of City Treasurer shall be filled by appointment by the City Council.

Such appointee shall hold office until the next succeeding general municipal election and until his successor is elected and qualified.

2.42.070 Failure to fill vacancy.

2.42.080 Powers and duties.

2.42.030 Powers and duties.

Ord. No.

Page 3 of 3 ends

Section 8. Attestation. The Mayor is hereby authorized to attest to the adoption of this Ordinance by the People voting thereon on November 5, 2024, by signing where indicated below.

Section 9. Certification. The City Clerk shall certify to the passage of this Ordinance and shall cause a synopsis of the same to be published according to law.

PASSED, APPROVED, AND ADOPTED by the People of the City of Lake Elsinore on the 5th day of November 2024.

Mayor’s Name
Mayor
Attest:

Candice Alvarez, MMC
City Clerk
Attachment 3
RESOLUTION NO. 2024-___

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE,

CALIFORNIA, ADOPTING REGULATIONS FOR CANDIDATES FOR ELECTIVE

OFFICE PERTAINING TO CANDIDATES STATEMENTS SUBMITTED TO THE VOTERS AT AN ELECTION (TO BE HELD ON TUESDAY NOVEMBER 5, 2024 Whereas, §13307 of the Elections Code of the State of California provides that the governing body of any local agency adopt regulations pertaining to materials prepared by any candidate for a municipal election, including costs of the candidate statement.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF LAKE ELSINORE DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:

Section 1. GENERAL PROVISIONS. That pursuant to §13307 of the Elections Code of the State of California, each candidate for elective office to be voted for at an Election to be held in the City of Lake Elsinore on Tuesday, November 5, 2024 may prepare a candidate's statement on an appropriate form provided by the City Clerk. The statement may include the name, age, and occupation of the candidate and a brief description of no more than 200 words of the candidate's education and qualifications expressed by the candidate himself or herself. The statement shall not include party affiliation of the candidate, nor membership or activity in partisan political organizations. The statement shall be filed in typewritten form in the office of the City Clerk at the time the candidate's nomination papers are filed. The statement may be withdrawn, but not changed, during the period for filing nomination papers and until 5:00 p.m. of the next working day after the close of the nomination period.

Section 2. FOREIGN LANGUAGE POLICY.

A. Pursuant to the Federal Voting Rights Act, candidate statements will be translated into all languages required by the County of Riverside. The County is required to translate candidate statements into the following languages: Spanish, Mandarin, Cantonese, Tagalog, Korean, and Vietnamese.

B. The County will mail separate voter information guides and candidate statements in Spanish, Mandarin, Cantonese, Tagalog, Korean, or Vietnamese to only those voters who are on the county voter file as having requested a voter information guide in a particular language. The County will make the voter information guides and candidate statements in the required languages available at all polling places/vote centers, on the County's website, and in the Elections Official's office.

Section 3. PAYMENT.

A. Translations:

1. The candidate shall be required to pay for the cost of translating the candidate statement into any required foreign language as specified in (A) or (B) of Section 2 above pursuant to Federal or State law.

2. The candidate shall be required to pay for the cost of translating the candidate statement into any foreign language that is not required as specified in (A) or (B) of Section 2 above, pursuant to Federal or State law, but is requested as an option by the candidate.

B. Printing (choose one or more as appropriate):

Ex: Washington Firehouse
May 16, 2001

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CC Reso No. 2024-___

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

2. The candidate shall be required to pay for the cost of printing the candidates statement in a foreign language required in (A) of Section 2 above, in the main voter pamphlet.

3. The candidate shall be required to pay for the cost of printing the candidates statement in a foreign language requested by the candidate per (B) of Section 2 above, in the main voter pamphlet.

4. The candidate shall be required to pay for the cost of printing the candidates statement in a foreign language required by (A) of Section 2 above, in the facsimile voter pamphlet.

The City Clerk shall estimate the total cost of printing, handling, translating, and mailing the candidate's statements filed pursuant to this section, including costs incurred as a result of complying with the Voting Rights Act of 1965 (as amended), and require each candidate filing a statement to pay in advance to the local agency his or her estimated pro rata share as a condition of having his or her statement included in the voter's pamphlet.

In the event the estimated payment is required, the estimate is just an approximation of the actual cost that varies from one election to another election and may be significantly more or less than the estimate, depending on the actual number of candidates filing statements. Accordingly, the clerk is not bound by the estimate and may, on a pro rata basis, bill the candidate for additional actual expense or refund any excess paid depending on the final actual cost. In the event of underpayment, the clerk may require the candidate to pay the balance of the cost incurred. In the event of overpayment, the clerk shall prorate the excess amount among the candidates and refund the excess amount paid within 30 days of the election. *Addendum can include request of time for county invoices, etc.

Section 4. MISCELLANEOUS.

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

B. The City Clerk shall allow underlining, capitalization, and bullets to the same extent and manner as allowed in previous City elections.

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

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

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

Section 7. That all previous resolutions establishing council policy on payment for candidates statements are repealed.

Section 8. That this resolution shall apply only to the election to be held on November 5, 2024 and shall then be repealed.

Section 9. This Resolution shall take effect immediately upon its adoption.

CC Reso No. 2024-___

Page 3 of 3 ends

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

Passed and Adopted at a regular meeting of the City Council of the City of Lake Elsinore, California, this 23rd day of April 2024.

Steve Manos
Mayor
Attest:

Candice Alvarez, MMC
City Clerk

STATE OF CALIFORNIA )
COUNTY OF RIVERSIDE ) ss.

AYES:

NOES:

ABSENT:

ABSTAIN:

Candice Alvarez, MMC
City Clerk
PERSON

RESPONSIBLE
Tuesday, April 23, 2024 City Clerk ADOPTION OF RESOLUTIONS (City Council meeting prior to CALLING THE ELECTION, ADOPTING First Day to Circulate CANDIDATE STATEMENT
Petition in-Lieu Form) REGULATIONS, AND CONSOLIDATING

WITH THE REGISTRAR OF VOTERS
All petition in-lieu forms shall be made available
commencing 60 days before the first day for
circulating nomination papers.
(E.C. 8106, et seq.)
Thursday, May 16, 2024 Candidate FIRST DAY TO CIRCULATE PETITION IN- (E-173) IN-LIEU FORMS
All petition in-lieu forms shall be made available
commencing 60 days before the first day for
circulating nomination papers.
(E.C. 8106, et seq.)

DATE DESCRIPTION
This information is for general information only and does not have the force and effect of law, regulations, or rule. In case of conflict, the law, regulation, or rule will apply. Because of possible changes in law of procedure since the publication of this information, the candidate should obtain the most up-to-date available from the City Clerk.

ELECTION CALENDAR
Tuesday, November 5, 2024
Prepared by:

Candice Alvarez, MMC, Lake Elsinore City Clerk
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*Note: Whenever a date prescribed by law falls on a weekend or holiday, such act may be performed on the next business day. (E.C. 15; G.C. 6700,6701)
PERSON

RESPONSIBLE

DATE DESCRIPTION
Monday, June 17, 2024 City Council LAST DAY TO ADOPT RESOLUTION (E-141) CALLING ELECTION
By this suggested date, the City Council shall adopt
resolutions regarding the following:
• Ordering election including offices to be filled; • Requesting Registrar of Voters to conduct
election; and
• Regulations whether candidates or City will
pay for candidate statements
(E.C. 330, 10002, 10403.5, 13307(e))
Monday, July 1, 2024 City Clerk PUBLISH NOTICE OF ELECTION thru
Monday, July 15, 2024 The City Clerk shall publish a “Notice of Election” once in a newspaper of general circulation in the
City. Said notice shall include the date and time of
election, nomination deadline, and offices to be
filled, specify whether each term is a full term or
short term, hours the polls will be open, and the
place designated as the election night central
counting location. Federal law requires publication
to be made in English and Spanish.
(E-127 thru E-113) (E.C. 12101, 12102, 12109; G.C. 6060, 6061) 2 of 13
*Note: Whenever a date prescribed by law falls on a weekend or holiday, such act may be performed on the next business day. (E.C. 15; G.C. 6700,6701)
PERSON

RESPONSIBLE

DATE DESCRIPTION
No later than City Clerk PUBLISH MEASURE(S)
Tuesday, October 29, 2024
(E-7) The City Clerk shall publish a synopsis of the
measure(s) at least one time no later than one week
before the election. The City Clerk shall
consolidate the notice of election and the notice of
measure(s) to be voted on into one notice if the
measure(s) are/were placed on the ballot before the
notice of election is published. The Notice of
Measure(s) shall include the deadline for filing
arguments in support of and in opposition to the
Measure(s), as well as the deadline for filing
rebuttals to such arguments.

Monday, July 8, 2024 City Clerk LAST DAY TO ADOPT REGULATIONS (E-120) REGARDING CANDIDATE STATEMENTS
Last day for local agency to adopt or amend
regulations regarding charges for printing
candidates' statements.
(E.C. 13307 (e))
Wednesday, July 10, 2024 LAST DAY TO FILE PETITION
(E-118) IN-LIEU FORMS
Completed petition in-lieu forms must be filed with
the City Clerk’s Office by 5 p.m. Petition in-lieu
forms shall be filed at least 30 days prior to the
close of the nomination period.
[E.C. 8106 (b) (3)]
Candidates/
City Clerk
3 of 13
*Note: Whenever a date prescribed by law falls on a weekend or holiday, such act may be performed on the next business day. (E.C. 15; G.C. 6700,6701)
PERSON

RESPONSIBLE

DATE DESCRIPTION
Monday, July 15, 2024 Candidates/ NOMINATION PERIOD
thru City Clerk
Friday, August 9, 2024 Forms for nomination to all city offices shall (E-113 thru E-88) be obtained from the City Clerk. The forms shall be available on the 113th day prior to the
election and shall be filed not later than 4 p.m. on
the 88th day prior to the election in the office of the City Clerk. No candidate may withdraw his/her
nomination papers after 4 p.m. on the 88th day
prior to the election.
(E.C. 10220, 10224, 13307, 13308, 13309, 13311;
G.C. 87200)

CANDIDATE STATEMENT
The Candidate’s Statement, if a candidate elects to
provide one, shall be filed at the same time and in
the same place as nomination papers. The
candidate statement shall not exceed 200 words in
length. Candidate Statements are confidential until
the deadline for filing has passed.
(E.C. 13307, 13311)

CODE OF FAIR CAMPAIGN PRACTICES
At the time a candidate is issued nomination
papers, the City Clerk shall issue the Code of Fair
Campaign Practices. The City Clerk shall inform
the candidate that filing the code is voluntary. The
code may be filed any time prior to the election and
is available for public inspection until 30 days after
the election.
(E.C. 20440)
Monday, July 15, 2024 Candidates STATEMENT OF ECONOMIC
thru INTERESTS
Friday, August 9, 2024
(E-113 thru E-88) A Candidate Statement of Economic Interests (Form 700) must be filed with nomination
papers.
(G.C. 87200, et seq.)
4 of 13
*Note: Whenever a date prescribed by law falls on a weekend or holiday, such act may be performed on the next business day. (E.C. 15; G.C. 6700,6701)
PERSON

RESPONSIBLE

DATE DESCRIPTION
Wednesday, July 31, 2024 Candidates/
Committees/
City Clerk
POLITICAL REFORM ACT – CAMPAIGN
DISCLOSURE – SEMI-ANNUAL

STATEMENTS DUE
The period covered by this statement begins on the
day after the closing date of the last statement filed
OR January 1, 2024 if no previous statement has
been filed, through June 30, 2024.

Friday, August 9, 2024 City Clerk LAST DAY TO SUBMIT
(E-88) ORDINANCE/MEASURE
Last day for all documents associated with an
ordinance or measure to be submitted to the
Registrar of Voters if a measure is to be included
on the ballot.
(E.C. 9222, 9223, 13247)
5 of 13
*Note: Whenever a date prescribed by law falls on a weekend or holiday, such act may be performed on the next business day. (E.C. 15; G.C. 6700,6701)
PERSON

RESPONSIBLE

DATE DESCRIPTION
Friday, August 9, 2024 City Clerk/ INSUFFICIENT NOMINEES – POSSIBLE OR City Council PROCEDURES
Wednesday, August 14, 2024
(E-88 OR E-83) If, by 4 p.m. on this date, no one or only one person has been nominated, the City Clerk shall
inform the City Council that it may, at a regular
meeting or special meeting held before the election,
adopt a Resolution doing one of the following:

1. Appointing the person who was nominated.

2. If no one has been nominated, appointing any
eligible elector.

After the fifth day following the date of posting or
publication, the City Council may make the
appointment or direct an election to be held in the
affected territory. The person appointed, if any,
shall qualify and take office and serve exactly as if
elected at a municipal election for the office.

Notwithstanding Section 10403, if, by the 75th day
before the municipal election, no person has been
appointed to office pursuant to paragraph (1) or (2),
the election shall be held.

The provisions of this section shall not apply if, at
the regularly scheduled municipal election, a city
measure has qualified and is to be submitted to the
voters at that municipal election.
(E.C. 10229; G.C. 6060, 6061)
6 of 13
*Note: Whenever a date prescribed by law falls on a weekend or holiday, such act may be performed on the next business day. (E.C. 15; G.C. 6700,6701)
PERSON

RESPONSIBLE

DATE DESCRIPTION
Friday, August 9, 2024 Candidates/ LAST DAY TO FILE/WITHDRAW 4:00 p.m. City Clerk NOMINATION PAPERS
(E-88)
All nomination papers shall be filed with the City
elections official during regular normal business
hours (4 p.m.), as posted, not later than the 88th
day before the election. Until that time, but not
after, a candidate may withdraw his/her nomination
paper after it is filed with the City Clerk.
(E.C. 10220, 10224, 13307, 13308, 13311; G.C.
87200)
Friday, August 9, 2024 Candidates/ LAST DAY TO WITHDRAW CANDIDATE 4:00 p.m. City Clerk STATEMENTS
(E-88)
Last day to withdraw candidate statements, unless
there is an extension of the nomination period.

Withdrawal of candidate statements must be in
writing to the City Clerk.
(E.C. 13307(a)(3))
Monday, August 12, 2024 City Clerk PUBLIC EXAMINATION PERIOD – thru CANDIDATE STATEMENTS
Thursday, August 22, 2024
(E-85 thru E-75) The City Clerk shall make candidate statements available for public examination for a period of 10
calendar days immediately following the filing
deadline for the submission of those documents.

During the 10 day viewing period, any voter of the
jurisdiction may seek a writ of mandate or an
injunction requiring any or all of the material in the
statements to be amended or deleted.
(E.C. 13313, 13314)
7 of 13
*Note: Whenever a date prescribed by law falls on a weekend or holiday, such act may be performed on the next business day. (E.C. 15; G.C. 6700,6701)
PERSON

RESPONSIBLE

DATE DESCRIPTION
Wednesday, August 14, 2024 Candidates/ EXTENSION OF NOMINATION PERIOD (E-83) City Clerk
Notwithstanding any other provisions of law, if
nomination papers for an incumbent elective
officer are not filed by 4 p.m. on the 88th day prior
to the election, any person, other than the
incumbent, shall have until the close of business (5
p.m.), as posted, on the 83rd day before the
election to file nomination papers for the elective
office.
(E.C. 10225)
Wednesday, August 14, 2024 Candidates/ LAST DAY TO FILE OR WITHDRAW (E-83) City Clerk NOMINATION PAPERS --EXTENDED

NOMINATION PERIOD
For an extended nomination period, a candidate
may withdraw his or her nomination paper until the
83rd day before the election during normal
business hours (5 p.m.), as posted.
[E.C. 10225(b)]
Wednesday, August 14, 2024 Candidates/ LAST DAY TO WITHDRAW CANDIDATE (E-83) City Clerk STATEMENT – EXTENDED NOMINATION
PERIOD
For an extended nomination period, a candidate
may withdraw his or her candidate statement until
the 83rd day before the election during normal
business hours (5 p.m.), as posted. Withdrawal of
candidate statements must be in writing to the City
Clerk.
(E.C. 13307)
8 of 13
*Note: Whenever a date prescribed by law falls on a weekend or holiday, such act may be performed on the next business day. (E.C. 15; G.C. 6700,6701)
PERSON

RESPONSIBLE

DATE DESCRIPTION
Thursday, August 15, 2024 City Clerk EXTENSION OF PUBLIC EXAM PERIOD – thru CANDIDATE STATEMENTS
Saturday, August 24, 2024
The City Clerk shall make candidate statements
available for public examination for a period of 10
calendar days immediately following the filing
deadline for the submission of those documents.

During the 10 day viewing period, any voter of the
jurisdiction may seek a writ of mandate or an
injunction requiring any or all of the material in the
statements to be amended or deleted.
(E-82 thru E-73) (E.C. 13313)
Thursday, August 15, 2024 RANDOMIZED ALPHABET DRAWING
(E-82)
On this date, the Secretary of State will determine
the order in which candidates' names will appear on
the ballot by conducting a drawing of the letters of
the alphabet, the result of which shall be known as
a randomized alphabet.
(E.C. 13112)
Friday, August 16, 2024 City Clerk SUBMIT NAMES OF CANDIDATES TO (E-81) REGISTRAR OF VOTERS
Last day for the City Clerk to submit to the
Registrar of Voters the names and ballot
designations of candidates as they are to appear on
the ballot. The certified list should be submitted in
alphabetical order by office.
(E.C. 10403)
Secretary of
State/
Registrar of
Voters
9 of 13
*Note: Whenever a date prescribed by law falls on a weekend or holiday, such act may be performed on the next business day. (E.C. 15; G.C. 6700,6701)
PERSON

RESPONSIBLE

DATE DESCRIPTION
Friday, August 16, 2024 City Clerk PUBLISH LIST OF NOMINEES thru
Tuesday, October 29, 2024 The City Clerk shall, not later than one week (E-81 thru E-7) before the election, publish a list of the names of the nominees, in the order in which they will
appear on the ballot, and the respective offices for
which they have been nominated.
(E.C. 12110)
Monday, September 9, 2024 WRITE-IN CANDIDATES – NOMINATION thru PAPERS AVAILABLE
Tuesday, October 22, 2024
(E-57 thru E-14) Any qualifying person wishing to file as a write-in candidate may pick up nomination papers
beginning on this date. Papers must be filed with
the City Clerk no later than 14 days prior to
election day. Write-in candidates must also file a
Candidate Statement of Economic Interests and
Campaign Disclosure Statements. The Candidate
must also pay any filing fees at this time.
(E.C. 8600; 8604)
Thursday, September 26, 2024 1ST PRE-ELECTION CAMPAIGN
(E-40) STATEMENT FILING
Last day to file campaign statements by candidates
and committees for the period July 1, 2024 through
September 21, 2024 (E-45). Statements must be
filed with the City Clerk’s Office.
(G.C. 84200.5, 84200.7(b))
Candidates/
City Clerk
Candidates/
Committees/
City Clerk
10 of 13
*Note: Whenever a date prescribed by law falls on a weekend or holiday, such act may be performed on the next business day. (E.C. 15; G.C. 6700,6701)
PERSON

RESPONSIBLE

DATE DESCRIPTION
Thursday, September 26, 2024 VOTER INFORMATION GUIDE MAILED thru TO VOTERS
Tuesday, October 15, 2024
(E-40 thru E-21) The Registrar of Voters shall mail a Voter Information Guide not more than 40 nor less
than 21 days before the election to each voter who
is registered at least 29 days before the election.
(G.C. 57148; E.C. 13303, 13307(b))
Monday, October 7, 2024 Registrar of MAIL VOTE-BY-MAIL BALLOTS (E-29) Voters
The Registrar of Voters begins mailing vote by
mail ballots.
(G.C. 57148; E.C. 13303, 13307)
Monday, October 7, 2024 Elections Office EARLY VOTING PERIOD thru
Monday, November 4, 2024 Early Voting is available at the Elections (E-29 thru E-1) Office and at off-site locations. Locations can be found at www.voteinfo.net.

Tuesday, October 22, 2024 WRITE-IN CANDIDATES - LAST DAY (E-14) TO FILE NOMINATION PAPERS
Last day for write-in candidates to file nomination
papers with the City Clerk. Write-in candidates
must also file Statement of Economic Interests and
campaign disclosure statements.
(E.C. 8600, et seq.; 15340, et seq.)
Thursday, October 24, 2024 2nd PRE-ELECTION CAMPAIGN
(E-12) STATEMENT FILING
Last day to file campaign statements showing
receipts and expenditures for the period September
22, 2024 (E-44) through October 19, 2024 (E-17)
(G.C. 84200.5, 84200.7(b))
Candidates/
Committees/
City Clerk
Registrar of
Voters
City Clerk/
Candidates
11 of 13
*Note: Whenever a date prescribed by law falls on a weekend or holiday, such act may be performed on the next business day. (E.C. 15; G.C. 6700,6701)
PERSON

RESPONSIBLE

DATE DESCRIPTION
Tuesday, November 5, 2024 Voters ELECTION DAY
Vote by Mail. Mail ballots may be returned to any
mail ballot drop-off location during normal
business hours, to any polling place within the
county and to the Elections Office.

Vote at assigned polling place. Polling place
assignments can be found on the back of the Voter
Information Guide, online at www.voteinfo.net, or by
calling the Elections Office at (951) 486-7200 or (800) 773-VOTE(8683). Polls are open from 7:00 a.m. to 8:00
p.m.

Thursday, November 7, 2024 Registrar of OFFICIAL CANVASS AND CERTIFIED thru Voters STATEMENT OF RESULTS
Thursday, December 5, 2024
(E+2 thru E+30) The canvass shall commence no later than the Thursday following the election and shall be open
to the public.
(E.C. 10411, 15300, et seq., 15372)
12 of 13
*Note: Whenever a date prescribed by law falls on a weekend or holiday, such act may be performed on the next business day. (E.C. 15; G.C. 6700,6701)
PERSON

RESPONSIBLE

DATE DESCRIPTION
Tuesday, December 10, 2024 City Council/
City Clerk

CITY COUNCIL CERTIFICATION OF

ELECTION RESULTS
The city elections official, upon receipt of the
results of the election from the Registrar of Voters,
shall certify the results to the City Council which
shall, no later than the next regularly scheduled
City Council meeting following presentation of the
28-day canvass of the returns, or at a special
meeting called for this purpose, comply with the
applicable provisions of California Elections Code
Section 10263.
(E.C. 10262(b))
Upon completion of the canvass and before
installing the new officers, the governing body
shall adopt a Resolution reciting the fact of the
election and the other matters that are enumerated
in Election Code Section 10264.
(E.C. 10263)
Friday, January 31, 2025 FILING DATE FOR SEMI-ANNUAL

CAMPAIGN DISCLOSURE STATEMENT
Last day to file /semi-annual Campaign Statements
showing receipts and expenditures for the period
October 20, 2024 (E-16) through December 31,
2024.

Candidates/
Committees/
City Clerk
13 of 13
*Note: Whenever a date prescribed by law falls on a weekend or holiday, such act may be performed on the next business day. (E.C. 15; G.C. 6700,6701)
5)
Rejection of Claim by Nitin Jindal
Direct the City Clerk to notify claimant Nitin Jindal that his claim submitted to the City Clerk's Department on February 15, 2024, is rejected.

Page 1 of 3 ends

REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Shannon Buckley, Assistant City Manager
Date:April 23, 2024
Subject:Rejection of Claim by Nitin Jindal
Recommendation
Direct the City Clerk to notify claimant Nitin Jindal that his claim submitted to the City Clerk's Department on February 15, 2024, is rejected.

Background
Nitin Jindal has submitted a claim to the City seeking reimbursement for "financial damages" totaling $60,000.

Code Enforcement personnel first contacted Mr. Jindal on October 17, 2023, and observed that Mr. Jindal was remodeling the residence. Mr. Jindal, the property owner, was advised to stop work until the City issued permits through the Community Development Department. He was advised that he could be fined if he did not seek the required City permits.

On October 26, 2023, Code Enforcement personnel conducted an inspection; no activity was seen on the property at the time of inspection. However, Staff noticed a trailer loaded with new construction material.

On December 19, 2023, the Code Enforcement Department received a complaint that multiple commercial vehicles were parked on the property and included significant amounts of construction materials.

On December 20, 2023, Staff visited the property and noticed several inoperative commercial vehicles. There is also excessive storage of construction materials. On December 21, 2023, a Notice of Violation was sent to Mr. Jindal.

On January 10, 2024, Staff inspected the property and noted 19 vehicles being stored. Of the 19 Rejection of Claim by Nitin Jindal

Page 2 of 3 ends

1 1
4 7
vehicles, eight were commercial vehicles. Staff also noted that several tires, building supplies, fencing materials, generators, and forklifts remained onsite. An Administrative Citation (#32006) was issued.

On January 16, 2024, the City received another citizen complaint. Staff inspected the property and observed no effort had been made to rectify the prior conditions. Staff reached out to Mr.

Jindal but was unable to reach him. Another Administrative Citation (#32009) was issued.

On February 13, 2024, Staff inspected the property for compliance. Staff noted no changes in the condition of the property.

On February 15, 2024, Mr. Jindal filed a claim with the City Clerk's Department for $60,000. A copy of the claim is attached.

On February 22, 2024, at the request of Mr. Jindal, Staff met with him at his property. Staff was granted access to the property. Staff went over the violations with Mr. Jindal and advised him that he could not move forward with the development process until he came into full compliance. There was unpermitted construction inside the building, which the Building & Safety team addressed during their inspections. Staff granted him 30 days to comply. Staff further advised him that the property is not zoned for commercial use and that having the vehicles stored there and all the other debris was not allowed.

Mr. Jindal has appealed the citations, which remain pending.

Discussion
Mr. Jindal's claim was initially referred to the City's carrier, the California Joint Powers Insurance Authority, through its claim's administrator, Carl Warren & Company. On February 15, 2024, the City Attorney's office was notified by Carl Warren that the claim was not covered under the City's policy.

In his claim, Mr. Jindal notes that he seeks reimbursement for "financial damages" totaling $60,000.

As noted above, Mr. Jindal's property is not zoned for the storage of commercial vehicles, and that, along with the other activities, has created public nuisance conditions.

The City Attorney's office recommends that the City Council reject the claim submitted by Mr.

Jindal and direct the City Clerk to notify Mr. Jindal of the rejection as required under the Tort Claims Act.

Following notification of the City's rejection, the claimant has six (6) months to file a lawsuit should he choose to act against the City.

Fiscal Impact
None.

Rejection of Claim by Nitin Jindal

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1 1
4 7
Attachments
Attachment 1 - Claim

6)
Professional Services Agreement With EGP Consulting, Inc. for On-call Environmental Services
Approve and authorize the City Manager to execute an Agreement for Professional Services with EGP Consulting Inc. to provide on-call environmental support services in the amount of $160,000, in such final form as approved by the City Attorney

Page 1 of 2 ends

REPORT TO CITY COUNCIL
To:Honorable Mayor and Members of the City Council
From:Jason Simpson, City Manager
Prepared by:Damaris Abraham, Community Development Director Date:April 23, 2024
Subject:Professional Services Agreement With EGP Consulting, Inc. for On-call Environmental Services
Recommendation
Approve and authorize the City Manager to execute an Agreement for Professional Services with EGP Consulting Inc. to provide on-call environmental support services in the amount of $160,000, in such final form as approved by the City Attorney.

Background
The Planning Division of the Community Development Department processes a wide variety of land development applications requiring environmental review. The Planning Division also provides technical assistance to the Engineering Department for the environmental review of various Capital Improvement Projects (CIP). EGP Consulting Inc. (EGP) will provide a team of qualified California Environmental Quality Act (CEQA) and National Environmental Policy Act (NEPA) professionals to assist the City in these tasks.

Discussion
EGP will provide environmental support services on an as-needed basis in support of projects issued and managed by the Planning and Engineering Departments. The projects that will require support from the EGP team will include the City’s development projects and CIP projects.

The anticipated scope of work under this on-call contract will include:
•Providing the City with environmental generalist support services consistent with the CEQA and/or NEPA and will include the oversight review and/or preparation of various technical studies and environmental documentation.

EGP On-call Environmental Agreement

Page 2 of 2 ends

1 1
2 3
•Providing the City with coordination support related to the Western Riverside County Multiple Species Habitat Conservation Plan (MSHCP), including any specific MSHCP consistency documentation.
•Providing general resource agency coordination and tribal consultation in support of various projects.

Fiscal Impact
The cost of these services will be covered by application fees paid by applicants for land development applications processed by the Planning Division. The cost for projects managed by the Engineering Department are programmed in the City’s CIP budget.

Attachments
Attachment 1 – Agreement
Exhibit A - Proposal

Page 1 ends

AGREEMENT FOR PROFESSIONAL SERVICES
EGP Consulting, Inc.

ON-CALL SERVICES
This Agreement for Professional Services (On-Call) (the “Agreement”) is made and entered into as of April 23, 2024 by and between the City of Lake Elsinore , a municipal corporation (the “City”) and EGP Consulting, Inc., a California corporation (the “Consultant”).

RECITALS
A. The City has determined that it requires the following services:

On-Call Environmental Services
B. The City has prepared a request for a proposals and Consultant has submitted to City a proposal, dated February 29, 2024, both of which are attached hereto as Exhibit A (collectively, the "Consultant's Proposal") and incorporated herein, to provide services and related work to the City pursuant to the terms of this Agreement.

C. Consultant possesses the skill, experience, ability, background, certification and knowledge to perform the services and related work described in this Agreement on the terms and conditions Agreement.

AGREEMENT

1. Scope of Services. Consultant shall perform the services and related work described in Consultant 's Proposal (Exhibit A). Consultant shall provide such services and related work at the time, place, and in the manner specified in Consultant 's Proposal (Exhibit A), subject to the direction of the City through its staff that it may provide from time to time. Consultant acknowledges that the Scope of Services provides for 24 hour-a-day, 7 day-a-week, on-call and minor construction support on an as needed basis.

2. Time of Performance .
a. Time of Essence . Time is of the essence in the performance of this Agreement. The time for completion of the services and related work to be performed by Consultant is an essential condition of this Agreement. Consultant shall prosecute regularly and diligently the services and related work contemplated pursuant to this Agreement consistent with Consultant 's Proposal (Exhibit A) and shall provide, furnish and pay all labor, materials, necessary tools, expendable equipment, and all taxes, utility and transportation services required to perform such the services and related work.
b. Performance Schedule . Consultant shall commence the services and related work pursuant to this Agreement upon receipt of a written notice to proceed and shall perform all services and related work within the time period(s) established in the Consultant 's Proposal (Exhibit A). When requested by Consultant , extensions to the time period(s) specified may be approved in writing by the City Manager .

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c. Term and Compliance with Task/Work Order System. Unless earlier terminated as provided elsewhere in this Agreement , this Agreement shall continue in full force and effect for a period commencing on April 23, 2024 and ending June 30, 2025. The City may, at its sole discretion, extend the term of this Agreement on a 12-month basis not to exceed 2 additional twelve (12) month renewal terms by giving written notice thereof to Consultant not less than thirty (30) days before the end of the contract term, such notice to be exercised by the City Manager.

Consultant hereby agrees and acknowledges that any and all work or services performed pursuant to this Agreement shall be based upon the issuance of a Task/Work Order by the City. Consultant acknowledges that it is not guaranteed any minimum or specific amount of work or services as all work or services shall be authorized through a Task/Work Order issued by the City.

3. Compensation. Compensation to be paid to Consultant shall be in accordance with the fees set forth in Consultant 's Proposal (Exhibit A), which is attached hereto and incorporated herein by reference . In no event shall Consultant 's annual compensation exceed one hundred sixty thousand dollars ($160,000.00 ) without additional written authorization from the City.

Notwithstanding any provision of Consultant 's Proposal to the contrary, out of pocket expenses set forth in Exhibit A shall be reimbursed at cost without an inflator or administrative charge. Payment by City under this Agreement shall not be deemed a waiver of defects, even if such defects were known to the City at the time of payment.

4. Method of Payment. Consultant shall promptly submit billings to the City describing the services and related work performed during the preceding month to the extent that such services and related work were performed . Consultant 's bills shall be segregated by project task, if applicable, such that the City receives a separate accounting for work done on each individual task for which Consultant provides services. Consultant 's bills shall include a brief description of the services performed, the date the services were performed, the number of hours spent and by whom, and a description of any reimbursable expenditures. City shall pay Consultant no later than forty-five (45) days after receipt of the monthly invoice by City staff.

5. Background Checks . At any time during the term of this Agreement, the City reserves the right to make an independent investigation into the background of Consultant ’s personnel who perform work required by this Agreement, including but not limited to their references, character, address history, past employment, education, social security number validation, and criminal or police records, for the purpose of confirming that such personnel are lawfully employed, qualified to provide the subject service or pose a risk to the safety of persons or property in and around the vicinity of where the services will be rendered or City Hall. If the City makes a reasonable determination that any of Consultant ’s prospective or then current personnel is deemed objectionable, then the City may notify Consultant of the same. Consultant shall not use that personnel to perform work required by this Agreement, and if necessary, shall replace him or her with a suitable worker.

6. Suspension or Termination.
a. The City may at any time, for any reason , with or without cause, suspend or terminate this Agreement, or any portion hereof , by serving upon the Consultant at least ten (10) days prior written notice. Upon receipt of such notice, the Consultant shall immediately cease all work under this Agreement , unless the notice provides otherwise . If the City suspends or terminates a portion of this Agreement, such suspension or termination shall not make void or invalidate the remainder of this Agreement.
b. In the event this Agreement is terminated pursuant to this Section, the City shall pay to Consultant the actual value of the work performed up to the time of termination, provided that the work performed is of value to the City. Upon termination of the Agreement pursuant to this

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Section, the Consultant will submit an invoice to the City, pursuant to Section entitled "Method of Payment" herein.

7. Plans, Reports, Documents
a. Ownership of Documents . All plans, studies, documents and other writings prepared by and for Consultant, its officers, employees and agents and subcontractors in the course of implementing this Agreement, except working notepad internal documents, shall become the property of the City upon payment to Consultant for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Consultant or to any other party. Consultant shall, at Consultant's expense, provide such reports, plans, studies, documents and other writings to City upon written request. City shall have sole determination of the public’s rights to documents under the Public Records Act, and any third-party requests of Consultant shall be immediately referred to City, without any other actions by Consultant . b. Licensing of Intellectual Property. This Agreement creates a nonexclusive and perpetual license for City to copy, use, modify, reuse, or sublicense any and all copyrights , designs, and other intellectual property embodied in plans, specifications, studies, drawings, estimates, and other documents or works of authorship fixed in any tangible medium of expression, including but not limited to, physical drawings or data magnetically or otherwise recorded on computer diskettes, which are prepared or caused to be prepared by Consultant under this Agreement ("Documents & Data"). Consultant shall require that all subcontractors agree in writing that City is granted a nonexclusive and perpetual license for any Documents & Data the subcontractor prepares under this Agreement. Consultant represents and warrants that Consultant has the legal right to license any and all Documents & Data. Consultant makes no such representation and warranty in regard to Documents & Data, which were prepared by design professionals other than Consultant or provided, to Consultant by the City. City shall not be limited in any way in its use of the Documents & Data at any time, provided that any such use not within the purposes intended by this Agreement shall be at City's sole risk. c. Confidentiality. All ideas, memoranda, specifications, plans, procedures, drawings, descriptions, computer program data, input record data, written information, and other Documents & Data either created by or provided to Consultant in connection with the performance of this Agreement shall be held confidential by Consultant . Consultant shall not, without the prior written consent of City, use such materials for any purposes other than the performance of the services under this Agreement. Nor shall such materials be disclosed to any person or entity not connected with the performance of the services under this Agreement. Nothing furnished to Consultant, which is otherwise known to Consultant or is generally known, or has become known , to the related industry shall be deemed confidential. Consultant shall not use City's name or insignia , photographs relating to project for which Consultant's services are rendered , or any publicity pertaining to the Consultant's services under this Agreement in any magazine, trade paper, newspaper, television or radio production or other similar medium without the prior written consent of City.

8. Consultant's Books and Records .
a. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services, or expenditures and disbursements charged to City for a minimum period of three (3) years, or for any longer period required by law, from the date of final payment to Consultant to this Agreement.
b. Consultant shall maintain all documents and records which demonstrate performance under this Agreement for a minimum period of three (3) years, or for any longer period

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required by law, from the date of termination or completion of this Agreement. c. Any records or documents required to be maintained pursuant to this Agreement shall be made available for inspection or audit, at any time during regular business hours, upon written request by the City Manager, City Attorney, City Auditor or a designated representative of these officers. Copies of such documents shall be provided to the City for inspection at City Hall when it is practical to do so. Otherwise, unless an alternative is mutually agreed upon, the records shall be available at Consultant 's address indicated for receipt of notices in this Agreement. d. Where City has reason to believe that such records or documents may be lost or discarded due to dissolution, disbandment or termination of Consultant's business, City may, by written request by any of the above-named officers, require that custody of the records be given to the City and that the records and documents be maintained in City Hall. Access to such records and documents shall be granted to any party authorized by Consultant, Consultant's representatives, or Consultant's successor-in-interest.

9. Independent Contractor.
a. Consultant is and shall at all times remain as to the City a wholly independent contractor pursuant to California Labor Code Section 3353. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant’s exclusive direction and control. Neither City nor any of its officers, employees, or agents shall have control over the conduct of Consultant or any of Consultant’s officers, employees, or agents, except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees, or agents are in any manner officers, employees, or agents of the City.

Consultant shall not incur or have the power to incur any debt, obligation, or liability whatsoever against City, or bind City in any manner .
b. Notwithstanding any other federal, state and local laws, codes, ordinances and regulations to the contrary, Consultant and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by City, including but not limited to eligibility to enroll in PERS as an employee of City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.

10. PERS Eligibility Indemnification . In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.

11. Interests of Consultant. Consultant (including principals, associates and management employees) covenants and represents that it does not now have any investment or interest in real property and shall not acquire any interest, direct or indirect, in the area covered by this Agreement or any other source of income, interest in real property or investment which would be affected in any manner or degree by the performance of Consultant's services hereunder. Consultant further covenants and represents that in the performance of its duties hereunder no person having any such interest shall perform any services under this Agreement.

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Consultant is not a designated employee within the meaning of the Political Reform Act because Consultant:
a. will conduct research and arrive at conclusions with respect to his/her rendition of information , advice, recommendation or counsel independent of the control and direction of the City or of any City official, other than normal agreement monitoring ; and b. possesses no authority with respect to any City decision beyond rendition of information, advice, recommendation or counsel. (FPPC Reg. 18700(a) (2).)

12. Ability of Consultant . City has relied upon the training and ability of Consultant to perform the services hereunder as a material inducement to enter into this Agreement. Consultant shall therefore provide properly skilled personnel to perform all services under this Agreement. All work performed by Consultant under this Agreement shall be in accordance with applicable legal requirements and shall meet the standard of quality ordinarily to be expected of competent consultants in Consultant 's field of expertise .

13. Compliance with Laws.
a. Consultant shall comply with all local, state and federal laws and regulations applicable to the services required hereunder, including any rule, regulation or bylaw governing the conduct or performance of Consultant and/or its employees, officers, or board members. b. Consultant represents that it has obtained and will maintain at all times during the term of this Agreement all professional and/or business licenses, certifications and/or permits necessary for performing the services described in this Agreement, including a City business license.

14. Licenses . Consultant represents and warrants to City that it has the licenses, permits, qualifications, insurance and approvals of whatsoever nature, which are legally required of Consultant to practice its profession . Consultant represents and warrants to City that Consultant shall, at its sole cost and expense, keep in effect or obtain at all times during the term of this Agreement, any licenses, permits, insurance and approvals which are legally required of Consultant to practice its profession. Consultant shall maintain a City of Lake Elsinore business license .

15. Indemnity . Consultant shall indemnify, defend, and hold harmless the City and its officials, officers, employees, agents, and volunteers from and against any and all losses, liability, claims , suits, actions, damages, and causes of action arising out of any personal injury, bodily injury, loss of life, or damage to property, or any violation of any federal, state, or municipal law or ordinance, to the extent caused, in whole or in part, by the willful misconduct or negligent acts or omissions of Consultant or its employees, subcontractors, or agents, by acts for which they could be held strictly liable, or by the quality or character of their work. The foregoing obligation of Consultant shall not apply when (1) the injury, loss of life, damage to property, or violation of law arises from the sole negligence or willful misconduct of the City or its officers, employees, agents, or volunteers and (2) the actions of Consultant or its employees, subcontractor, or agents have contributed in no part to the injury, loss of life, damage to property, or violation of law. It is understood that the duty of Consultant to indemnify and hold harmless includes the duty to defend as set forth in Section 2778 of the California Civil Code. Acceptance by City of insurance certificates and endorsements required under this Agreement does not relieve Consultant from liability under this indemnification and hold harmless clause. This indemnification and hold harmless clause shall apply to any damages or claims for damages whether or not such insurance policies shall have been determined to apply. By execution of this Agreement , Consultant acknowledges and agrees to the provisions of this Section and that it is a material element of consideration.

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16. Insurance Requirements .
a. Insurance. Consultant, at Consultant's own cost and expense, shall procure and maintain, for the duration of the contract, unless modified by the City's Risk Manager, the following insurance policies.
i. Workers' Compensation Coverage . Consultant shall maintain Workers' Compensation Insurance and Employer's Liability Insurance for his/her employees in accordance with the laws of the State of California . In addition, Consultant shall require each subcontractor to similarly maintain Workers' Compensation Insurance and Employer's Liability Insurance in accordance with the laws of the State of California for all of the subcontractor's employees. Any notice of cancellation or non-renewal of all Workers' Compensation policies must be received by the City at least thirty (30) days prior to such change . The insurer shall agree to waive all rights of subrogation against City, its officers, agents, employees and volunteers for losses arising from work performed by Consultant for City. In the event that Consultant is exempt from Worker's Compensation Insurance and Employer's Liability Insurance for his/her employees in accordance with the laws of the State of California, Consultant shall submit to the City a Certificate of Exemption from Workers Compensation Insurance in a form approved by the City Attorney. ii. General Liability Coverage. Consultant shall maintain commercial general liability insurance in an amount not less than one million dollars ($1,000 ,000) per occurrence for bodily injury, personal injury and property damage . If a commercial general liability insurance form or other form with a general aggregate limit is used, either the general aggregate limit shall apply separately to the work to be performed under this Agreement or the general aggregate limit shall be at least twice the required occurrence limit. Required commercial general liability coverage shall be at least as broad as Insurance Services Office Commercial General Liability occurrence form CG 0001 (ed. 11/88) or Insurance Services Office form number GL 0002 (ed. 1/73) covering comprehensive General Liability and Insurance Services Office form number GL 0404 covering Broad Form Comprehensive General Liability. No endorsement may be attached limiting the coverage.
iii. Automobile Liability Coverage . Consultant shall maintain automobile liability insurance covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with the work to be performed under this Agreement, including coverage for owned, hired and non-owned vehicles , in an amount of not less than one million dollars ($1,000 ,000) combined single limit for each occurrence. Automobile liability coverage must be at least as broad as Insurance Services Office Automobile Liability form CA 0001 (ed. 12/90) Code 1 ("any auto"). No endorsement may be attached limiting the coverage . b. Endorsements. Each general liability and automobile liability insurance policy shall be with insurers possessing a Best's rating of no less than A:VII and shall be endorsed with the following specific language :
i. Notwithstanding any inconsistent statement in any required insurance policies or any subsequent endorsements attached thereto, the protection offered by all policies, except for Workers’ Compensation, shall bear an endorsement whereby it is provided that, the City and its officers, employees, servants, volunteers and agents and independent c onsultant s, including without limitation, the City Manager and City Attorney, are named as additional insureds. Additional insureds shall be entitled to the full benefit of all insurance policies in the same manner and to the same extent as any other insureds and there shall be no limitation to the benefits conferred upon them other than policy limits to coverages.
ii. This policy shall be considered primary insurance as respects the City,

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its elected or appointed officers, officials, employees, agents and volunteers . Any insurance maintained by the City, including any self-insured retention the City may have, shall be considered excess insurance only and shall not contribute with it. iii. This insurance shall act for each insured and additional insured as though a separate policy had been written for each, except with respect to the limits of liability of the insuring company.
iv. The insurer waives all rights of subrogation against the City, its elected or appointed officers , officials, employees or agents . v. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to the City, its elected or appointed officers, officials, employees, agents or volunteers .
vi. The insurance provided by this Policy shall not be suspended , voided , canceled , or reduced in coverage or in limits except after thirty (30) days written notice has been received by the City.
c. Deductibles and Self-Insured Retentions . Any deductibles or self-insured retentions must be declared to and approved by the City. At the City's option, Consultant shall demonstrate financial capability for payment of such deductibles or self-insured retentions . d. Certificates of Insurance . Consultant shall provide certificates of insurance with original endorsements to City as evidence of the insurance coverage required herein. Certificates of such insurance shall be filed with the City on or before commencement of performance of this Agreement. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement.

17. Notices . Any notice required to be given under this Agreement shall be in writing and either served personally or sent prepaid, first class mail. Any such notice shall be addressed to the other party at the address set forth below. Notice shall be deemed communicated within 48 hours from the time of mailing if mailed as provided in this section .

If to City: City of Lake Elsinore
Attn: City Manager
130 South Main Street
Lake Elsinore, CA 92530
With a copy to:City of Lake Elsinore
Attn: City Clerk
130 South Main Street
Lake Elsinore, CA 92530
If to Consultant: EGP Consulting, Inc.

Attn: Angie King
313 Birshire
Irvine, CA 92620

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18. Assignment and Subcontracting . The parties recognize that a substantial inducement to City for entering into this Agreement is the reputation, experience and competence of Consultant .

Consultant shall be fully responsible to City for all acts or omissions of any subcontractors .

Assignments of any or all rights, duties or obligations of the Consultant under this Agreement will be permitted only with the express consent of the City. Consultant shall not subcontract any portion of the work to be performed under this Agreement without the written authorization of the City. If City consents to such subcontract, Consultant shall be fully responsible to City for all acts or omissions of those subcontractors. Nothing in this Agreement shall create any contractual relationship between City and any subcontractor nor shall it create any obligation on the part of the City to pay or to see to the payment of any monies due to any such subcontractor other than as otherwise is required by law.

19. Waiver. Waiver of a breach or default under this Agreement shall not constitute a continuing waiver of a subsequent breach of the same or any other provision under this Agreement.

20. Litigation Expenses and Attorneys' Fees. If either party to this Agreement commences any legal action against the other party arising out of this Agreement, the prevailing party shall be entitled to recover its reasonable litigation expenses, including court costs, expert witness fees, discovery expenses, and attorneys' fees.

21. Mediation . The parties agree to make a good faith attempt to resolve any disputes arising out of this Agreement through mediation prior to commencing litigation . The parties shall mutually agree upon the mediator and share the costs of mediation equally. If the parties are unable to agree upon a mediator, the dispute shall be submitted to JAMS or its successor in interest. JAMS shall provide the parties with the names of five qualified mediators . Each party shall have the option to strike two of the five mediators selected by JAMS and thereafter the mediator remaining shall hear the dispute . If the dispute remains unresolved after mediation, either party may commence litigation.

22. Prohibited Interests . Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant , to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant , any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

23. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and it shall not discriminate against any subcontractor, employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination .

24. Prevailing Wages . Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000 , et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on "public works" and "maintenance" projects. Consultant agrees to fully comply with all applicable federal and state labor laws (including , without limitation, if applicable, the Prevailing Wage Laws). It is agreed by the parties that, in connection with the work or services provided pursuant to this Agreement, Consultant shall bear all risks of payment or non-

Page 9 ends

payment of prevailing wages under California law, and Consultant hereby agrees to defend, indemnify, and hold the City, and its officials, officers, employees, agents, and volunteers, free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. The foregoing indemnity shall survive termination of this Agreement.

25. Severability. If any term or portion of this Agreement is held to be invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions of this Agreement shall continue in full force and effect.

26. Controlling Law Venue. This Agreement and all matters relating to it shall be governed by the laws of the State of California and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Riverside.

27. Authority to Enter Agreement. Consultant has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement. Each party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and to bind each respective party. The City Manager is authorized to enter into an amendment or otherwise take action on behalf of the City to make the following modifications to the Agreement: (a) a name change; (b) grant extensions of time; (c) non-monetary changes in the scope of services; and/or (d) suspend or terminate the Agreement.

28. Counterparts. This Agreement may be executed in several counterparts , each of which shall constitute one and the same instrument and shall become binding upon the parties when at least one copy hereof shall have been signed by both parties hereto . In approving this Agreement, it shall not be necessary to produce or account for more than one such counterpart .

29. Entire Agreement; Incorporation; Conflict. This Agreement contains the entire understanding between the parties relating to the obligations described herein. All prior or contemporaneous understandings, agreements, representations and statements, oral or written, are superseded in total by this Agreement and shall be of no further force or effect. Consultant ’s Proposal is incorporated only for the description of the scope of services and/or the schedule of performance and no other terms and conditions from such proposal shall apply to this Agreement unless specifically agreed to in writing. In the event of conflict, this Agreement shall take precedence over those contained in the Consultant ’s Proposal.

30. Amendments . This Agreement may be modified or amended only by a written document executed by both Consultant and City and approved as to form by the City Attorney .

IN WITNESS WHEREOF, the parties have caused this Agreement to be executed on the date first written above.
“CITY”
CITY OF LAKE ELSINORE, a municipal
corporation
“CONSULTANT”
EGP Consulting, Inc., a California corporation

Page 10 ends

City Manager
ATTEST:

City Clerk
APPROVED AS TO FORM:

City Attorney
Assistant City Manager
By: Angie Kung
Its: Contract Manager/Principal
Environmental Planner
Attachments: Exhibit A – Consultant’s Proposal

EXHIBIT A

CONSULTANT'S PROPOSAL
[ATTACHED]

313 Berkshire, Irvine, CA 92620
714.248.6006
egpconsult.com
Assistant Community Development Director
City of Lake Elsinore
130 South Main Street
Lake Elsinore, CA 92530
February 29, 2024
Dear Ms. Abraham,
On behalf of EGP Consulting, Inc. (EGP), we appreciate your request to submit a proposal for As- Needed Environmental On-Call Services for the City of Lake Elsinore (City). We understand that the City is requesting environmental support services for projects managed by the Planning Division, under the City’s Community Development Department, and the City’s Engineering Department. The projects that will require support from the EGP team will include the City’s development projects and Capital Improvement Projects (CIP).

In response to your request, EGP has assembled a team of qualified California Environmental Quality Act (CEQA) and National Environmental Policy Act (NEPA) professionals to assist the City in these tasks. In addition to the environmental services that EGP will provide in-house, we have included four specialty firms to bolster our environmental team. These firms will serve as EGP’s subcontractors and are identified below:
• S
WCA Environmental Consultants (SWCA) – which will provide historic resources, archeological resources, and paleontological resources support services. • Duke Cultural Resources Management (Duke CRM) – which will provide historic resources, archeological resources, and paleontological resources support services. • ERP , Inc. (ERP) – which will provide air quality, greenhouse gas/climate change, noise and vibration, and energy support services.
• A/E Tech LLC (A/E Tech) – which will provide noise and vibration support services.

313 Berkshire, Irvine, CA 92620
714.248.6006
egpconsult.com
Enclosed are our statement of qualifications, key staff resumes, and key personnel rates to support a full range of environmental services.

Please feel free to contact me by email at [email protected] or by telephone at 626-660- 9230 if you have any questions regarding this proposal.

We thank you for your interest in working with EGP .

Warm regards,
Angie Kung

CONTRACT MANAGER|PRINCIPAL ENVIRONMENTAL PLANNER

3 SCOPE OF WORK
EGP understands that the City is requesting the following environmental support services on an as-needed basis in support of projects issued and managed by the City Planning and Engineering Departments. The anticipated scope of work under this on-call contract will include:
• Providing the City with environmental generalist support services consistent with the CEQA and/or NEPA and will include the oversight review and/or preparation of various technical studies and environmental documentation.
• Providing the City with coordination support related to the Western Riverside County Multiple Species Habitat Conservation Plan (MSHCP), including any specific MSHCP consistency documentation.
• Providing general resource agency coordination and tribal consultation in support of various projects.

Specific specialties and capabilities that are included in this contract include:
• CEQA/NEPA Generalist Services
o CEQA Documentation
 CEQA Categorical Exemptions
 Initial Studies/(Mitigated) Negative Declarations
 Environmental Impact Reports
o NEPA Documentation
 NEPA Categorical Exclusions
 Environmental Assessments
 Environmental Impact Studies
• Technical Studies
o Air Quality and Greenhouse Gas Emissions Reports
o Aesthetics/Visual Impact Assessment
o Noise and Vibration Studies
o Energy Studies
o Historic Resources Studies
o Archaeological Resource Studies
o Paleontological Resource Studies
o Community Impact Studies
o Farmland Impact Studies
o Relocation Impact Studies
o Hazardous Waste and Materials Initial Site Assessments

4 o Water Quality Assessments
o Cumulative Impact Studies
• CEQA/NEPA Environmental Re-Validation or Supplemental CEQA/NEPA documentation • Regulatory Permitting

ASSUMPTIONS
For the purposes of this proposal, EGP is assuming the performance period of 12 months for this on-call contract beginning April 2024. Should the City should choose to renew the on-call contract beyond the 12-month performance period, EGP will submit an updated scope of work and staff rates for the City’s review and approval.

In the event there are existing or future projects where EGP’s role or EGP’s subcontractors may conflict with EGP’s oversight role for the City, EGP will inform the contract manager and the determination of EGP’s role for the given project will be decided by City staff on a case-by-case basis.

QUALIFICATIONS
A list of representative projects where EGP has demonstrated a range of technical services relevant to the scope of services is included in Attachment A. Resumes for our key qualified technical staff are included in Attachment B.

KEY STAFF RATES
At the City’s request, EGP has provided rates for key staff identified for this contract, and is included in Attachment C.

A-1

Attachment A – Representative Projects

A-2

City of Lake Elsinore, La Strada Extension Project Feasibility Study, Lake Elsinore, CA. The City of Lake Elsinore is proposing to extend La Strada in City of Lake Elsinore, California, to further improve connectivity within the City of Lake Elsinore. EGP is leading the Environmental Constraints Memorandum for the proposed project.

City of Lake Elsinore, I-15/SR-74 Interchange Improvement Project PA/ED, Lake Elsinore, CA. The City of Lake Elsinore, in cooperation with Caltrans, is proposing to improve the I-15/SR-74 interchange located in the City of Lake Elsinore, California, to reduce traffic congestion, improve operations, and comply with current Caltrans and local agency design standards. Caltrans is the Lead Agency under CEQA and NEPA, as assigned by FHWA. EGP staff led the preparation of the Initial Study/Environmental Assessment (IS/EA), and selected technical studies, including the Natural Environment Study Minimal Impact (NESMI) Study, Jurisdictional Delineation (JD) Report, Visual Impact Assessment (VIA), and Initial Site Assessment (ISA) for the proposed project. The EGP Team also led the preparation of the Historic Property Survey Report (HPSR), Archaeological Survey Report (ASR), and Paleontological Identification Report/Paleontological Evaluation Report (PIR/PER) for the proposed project.

City of Lake Elsinore, Evergreen Commercial Development Project, Lake Elsinore, CA. Chronicle Heritage (formerly PaleoWest) conducted a Phase I cultural resource assessment of the Evergreen Commercial Development Project in compliance with CEQA. The Project proposes the development of six commercial structures on an approximately 8.9-acre property. The purpose of the cultural resource investigation was to determine the potential for the project to impact historic properties under CEQA.

This investigation included a cultural resource literature and records search of the CHRIS database, a review of the Sacred Lands File by the NAHC, archival research, Native American outreach efforts, a pedestrian survey of the project area, and report preparation.

San Bernardino County Transportation Agency (SBCTA), I-215 University Parkway Interchange Improvement Project (PA/ED), San Bernardino, CA. SBCTA, in cooperation with the Caltrans and the City of San Bernardino, proposes to improve the I-215/University Parkway Interchange in the City of San Bernardino, California. Caltrans is the Lead Agency under CEQA and NEPA. EGP staff led the preparation of the Initial Study/Categorical Exclusion (IS/CE), and selected technical studies, including the NESMI, JD Report, VIA, and ISA for the proposed project. The EGP Team also led the preparation of the HPSR, ASR, and PIR/PER for the proposed project. The Final IS/CE was approved August 2020.

San Bernardino County Transportation Agency (SBCTA), I-10 Eastbound Truck Climbing Lanes (PA/ED and PS&E), Cities of Yucaipa and Riverside, CA. SBCTA in cooperation with Caltrans, proposes to extend the eastbound truck climbing lane (TCL) on I-10 from its current terminus just west of the 16th Street Overcrossing Bridge in the City of Yucaipa to just east of the County Line Road Undercrossing Bridge at the San Bernardino County and Riverside County line. EGP staff led the preparation of the Initial Study/Environmental Assessment (IS/EA), and selected technical studies, including the NESMI, JD Report, VIA, and ISA for the proposed project. The EGP Team also led the preparation of the HPSR, ASR, and PIR/PER for the proposed project. The Final IS/EA was approved in November 2020. The CEQA/NEPA Re- Validation was approved by Caltrans in May 2022.

A-3

Riverside County Transportation Commission (RCTC), I-15 ELPSE PA/ED, Riverside County, CA. Internal RCTC in cooperation with Caltrans is proposing to construct new lanes along I-15 in Riverside County, California. The proposed project will construct two tolled express lanes in both the northbound and southbound directions within the median of I-15 from SR-74 (Central Avenue) in the City of Lake Elsinore, through the unincorporated Riverside County community of Temescal Valley, to El Cerrito Road in the City of Corona for a distance of approximately 15.8 miles. EGP staff led selected technical studies, including the JD Report, Water Quality Assessment Report (WQAR), and ISA for the proposed project.

City of Yucaipa, I-10/Wildwood Canyon Road Interchange Project PSR, Yucaipa, CA. The City of Yucaipa, in cooperation with Caltrans, proposes to improve access to the local area and City with the planning of a new interchange on I-10 at Wildwood Canyon Road. The project includes analyzing how to accommodate or relocate the California Highway Patrol and Wildwood Safety Roadside Rest Area facilities and how to integrate the I- 10 Eastbound Truck Climbing Lane Project. EGP led the preparation of the Preliminary Environmental Assessment Report (PEAR) and prepared the biological resources memorandum, and ISA I support of the PEAR. EGP prepared the archeological and paleontological resource memorandums in support of the PEAR. The PEAR was approved in August 2020.

City of Fontana, Sierra Avenue Widening Project, Fontana, CA. The City of Fontana proposes to widen Sierra Avenue between Foothill Boulevard and Baseline Avenue, in the City of Fontana, California. Sierra Avenue is considered a key north-south arterial within the city with interchange access to I-15 and I-210 to the north, and I-10 to the south. EGP staff led the preparation of the Initial Study with Negative Declaration (IS/ND), and selected technical studies, including the water quality study, biological resources and wetland delineation studies, and ISA for the proposed project. The EGP Team also led the preparation of the cultural and paleontological resources studies for the proposed project. The Final IS/ND was approved by the City of Fontana in February 2020.

San Bernardino County Transportation Authority (SBCTA), Redlands Passenger Rail Project (RPRP), San Bernardino and Redlands, CA. RPRP implements the combined rail services on the Redlands Subdivision from the Santa Fe Depot to the current end of the rail at the University of Redlands. RPRP will extend the reach of the area's passenger rail options from Los Angeles east to San Bernardino and ultimately to Redlands. EGP staff conducted biological surveys, regulatory permitting, mitigation acquisition and required reporting. EGP staff also acquired CWA Sections 401 and 404 and CDFW Section 1600 permits for geotechnical drilling and the overall project.

City of Beaumont, Beaumont Summit Station Project, City of Beaumont, CA. Chronicle Heritage conducted a Phase I cultural resource assessment of the Beaumont Summit Station Project in compliance with CEQA and Section 106 of the NHPA. The City of Beaumont is proposing a General Plan Amendment, Specific Plan Amendment, Tentative Parcel Map, Plot Plan Approval, and a Development Agreement for approximately 191 acres in Beaumont, Riverside County, California. The purpose of the cultural resource investigation was to determine the potential for the Project to impact historic properties under CEQA and Section 106 of the NHPA.

B-1

Attachment B – Key Staff Resumes

B-2

EGP Resumes

ANGIE KUNG

1 Angie Kung
Principal Environmental Planner

EDUCATION
Bachelor of Arts, Biological Sciences (Biological - Anthropology) University of CA San Diego, 2002

INDUSTRY TENURE
22 years

PROFESSIONAL AFFILIATIONS
Women’s Transportation Seminar Orange County, 2012- Present

RECOGNITION
2021 ENR Top Young Professional

With 22 years of experience in the industry, Angie has led multi -disciplinary technical teams in the preparation of CEQA/NEPA documentation for key transportation projects throughout California. Angie has developed solid working relationships with oversight agencies, such as FHWA, Caltrans, and California High Speed Rail Authority. Specifically, Angie has established strong working relationships with environmental staff at Caltrans District 8 through her recent work on the I-215/University Parkway Interchange Project for SBCTA and the I-15/SR-74 Interchange Improvement Project with the City of Lake Elsinore.

PROJECT EXPERIENCE
City of Lake Elsinore, La Strada Extension Project Feasibility Study, Lake Elsinore, CA. Environmental Task Manager. The City of Lake Elsinore is proposing to extend La Strada in City of Lake Elsinore, California, to further improve connectivity within the City of Lake Elsinore. Angie is overseeing the Environmental Constraints Memo for the proposed project.

San Bernardino County Transportation Agency (SBCTA), I -215 University Parkway Interchange Improvement Project (PA&ED), San Bernardino, CA. Environmental Task Manager. SBCTA, in cooperation with Caltrans and the City of San Bernardino, proposes to improve the I -215/University Parkway Interchange in the City of San Bernardino, California. Caltrans is the Lead Agency under CEQA and NEPA. As the Environmental Task Manager, Angie led the preparation of an Initial Study/Categorical Exclusion (IS/CE) and the supporting technical studies for the proposed project.

The circulation of the Draft IS occurred between July 12, 2019, and August 12, 2019. The Final IS/CE was approved August 2020.

San Bernardino County Transportation Agency (SBCTA), I-10 Eastbound Truck Climbing Lanes (PA&ED and PS&E), Cities of Yucaipa and Riverside, CA. Environmental Task Manager. SBCTA in cooperation with Caltrans, proposes to extend the eastbound truck climbing lane (TCL) on I-10 from its current terminus just west of the 16th Street Overcrossing Bridge in the City of Yucaipa to just east of the County Line Road Undercrossing Bridge at the San Bernardino County and Riverside County line. As the Environmental Task Manager, Angie led the preparation of the Initial Study/Environmental Assessment (IS/EA), as well as supporting technical studies for the proposed project. The Draft IS/EA was circulated between July 3, 2020, and August 10, 2020. The Final IS/EA was approved in November 2020. The CEQA/NEPA Re-Validation was approved by Caltrans in May 2022.

City of Lake Elsinore, I-15/SR-74 Interchange Improvement Project PA&ED, Lake Elsinore, CA. Environmental Task Manager. The City of Lake Elsinore, in cooperation with Caltrans, is proposing to improve the I-15/SR-74 interchange located in the City of Lake Elsinore, California, to reduce traffic congestion, improve operations, and comply with current Caltrans and local agency design standards. Caltrans is the Lead Agency under CEQA and NEPA, as assigned by FHWA. Angie led the IS/EA and corresponding technical studies for the proposed project prior to public circulation of the Draft IS/EA.

ANGIE KUNG

2 Riverside County Transportation Commission (RCTC), I -15 ELPSE PA&ED, Riverside County, CA. Internal Environmental Task Manager. RCTC in cooperation with Caltrans is proposing to construct new lanes along I -15 in Riverside County, California. The proposed project will construct two tolled express lanes in both the northbound and southbound directions within the median of I-15 from SR-74 (Central Avenue) in the City of Lake Elsinore, through the unincorporated Riverside County community of Temescal Valley, to El Cerrito Road in the City of Corona for a distance of approximately 15.8 miles. As the Internal Environmental Task Manager for HDR Engineering, Inc., Angie was responsible for the day-to-day oversight of all HDR technical studies.

City of Yucaipa, I-10/Wildwood Canyon Road Interchange Project PSR, Yucaipa, CA. Quality Control Reviewer.

The City of Yucaipa, in cooperation with Caltrans, proposes to improve access to the local area and City with the planning of a new interchange on I-10 at Wildwood Canyon Road. The project includes analyzing how to accommodate or relocate the California Highway Patrol and Wildwood Safety Roadside Rest Area facilities and how to integrate the I- 10 Eastbound Truck Climbing Lane Project. As the Quality Control Reviewer, Angie served as quality control reviewer for the Preliminary Environmental Analysis Report (PEAR) and technical studies for the project. The PEAR was approved in August 2020.

City of Fontana, Sierra Avenue Widening Project, Fontana, CA. Environmental Task Manager. The City of Fontana proposes to widen Sierra Avenue between Foothill Boulevard and Baseline Avenue, in the City of Fontana, California. Sierra Avenue is considered a key north-south arterial within the city with interchange access to I-15 and I- 210 to the north, and I-10 to the south. As Environmental Task Manager, Angie oversaw the preparation of the Initial Study with Negative Declaration (IS/ND) and corresponding technical studies for the proposed project. The Final IS/ND was approved by the City of Fontana in February 2020.

City of Laguna Beach, Laguna Canyon Road PSR/PDS, Laguna Beach, CA. Environmental Task Manager.

The City of Laguna Beach, in cooperation with Caltrans District 12, is proposing to construct improvements along the State Route (SR) 133 corridor extending approximately 2.5 miles from Canyon Acres Drive (PM 0.96) to El Toro Road (PM 3.41) in Orange County. Angie managed and provided oversight of the preparation of the PEAR and associated technical support memorandums. The PEAR was approved by Caltrans District 12 in July 2022.

City of Rancho Santa Margarita, Rancho Santa Margarita Parkway Bridge Hinge Repair Project, Rancho Santa Margarita, CA. Environmental Task Manager. The City of Rancho Santa Margarita, in cooperation with Caltrans District 12, proposed bridge hinge repair improvements at the Rancho Santa Margarita Parkway Bridge. A Preliminary Environmental Study (PES) and CEQA CE/NEPA CE with supporting technical studies were prepared for the project, followed by environmental permitting. As Environmental Task Manager, Angie provided day- to-day management of the project and provided QC reviews for the PES and the CEQA CE/NEPA CE. The City of Rancho Santa Margarita signed a Notice of Exemption (NOE) on November 22, 2016. The NOE was subsequently posted at the Orange County Clerk’s office on February 2, 2017. Caltrans issued a NEPA CE on December 28, 2016. The environmental permits were completed in October 2017
City of Anaheim, La Palma Avenue Safe Route to School, Orange County, CA. Environmental Task Manager.

Angie served as Environmental Task Manager for this project and provided quality assurance/quality control reviews for technical studies conducted in support of the CE. The City of Anaheim, in cooperation with Caltrans District 12, proposes to provide a safe route to school along the south side of La Palma Avenue from the East Street intersection to 500 feet west of East Street, in the northern portion of the city. EGP staff provided NEPA support for the City by working with Caltrans District 12 Local Assistance on the approval of a NEPA CE with supporting technical studies.

The NEPA CE was approved by Caltrans in May 2015.

City of Riverside, Sidewalk Improvement Projects, Riverside, CA. Project Manager. Angie led the preparation of the NEPA CEs and the supporting technical studies on behalf of the City of Riverside for the Norte Vista, Bruce Avenue, and Wells/Arlanza Sidewalk Improvement Projects. All three sidewalk improvement projects were completed with Caltrans District 8 Environmental Local Assistance oversight. Caltrans approved the NEPA CEs for Bruce Avenue on June 16, 2016, and for Norte Vista and Wells/Arlanza on December 1, 2016.

SARAH BARRERA

1 Sarah Barrera
Lead Biologist | Senior Biologist

EDUCATION
MS, Conservation Biology, Victoria University and Macquarie University, 2004
BS, Animal Science, University of California, Davis, 2001

INDUSTRY TENURE
18 years

CERTIFICATIONS AND TRAINING
A Field Study of Birds, UCR Extension, 2006
Birds of Southern California Observation Skills, Sea & Sage Audubon Society, 2006 Introduction to CEQA, UCR Extension, 2006
Navigating the Regulatory Maze Workshop, AEP, 2006
Endangered Species Regulation and Protection, Jones and Stokes, 2006 Rapid Assessment of Vegetation, California Native Plant Society, 2006 Plant Identification for Coastal Southern California, Wetland Training Institute, 2007 Methods of Habitat Restoration, UCR Extension, 2008
Wetland Delineation, Wetland Training Institute, 2008
Federal Wetlands Policy, Wetland Training Institute, 2008 Fairy Shrimp of California Identification, Mary Belk, 2010 Yellow -billed cuckoo survey techniques and field training class, 2014 Southwestern Willow Flycatcher Survey Training Workshop, Southern Sierra Research Station, 2014 Yellow -billed Cuckoo Survey Experience, Murrelet Halterman, 2017.

Section 10A Permit for Yellow -Billed Cuckoo
MOU for Mohave Ground Squirrel

Sarah has 18 years of experience in all areas of biological resources consulting, including construction monitoring and conducting general biological assessments, sensitive plant and wildlife species surveys, jurisdictional delineations, permitting, and im plementing mitigation and monitoring plans throughout southern California. She has extensive experience preparing applications for and implementing Section 1602 Streambed Alteration Agreements, Clean Water Act (CWA) Section 401 Certifications and 404 Nationwide Permits, Regional Water Quality Control Board Waste Discharge Requirements and Endangered Species Act Take Permits. She has worked with various municipal, private and federal clients as well as regulatory agencies to clearly identify potential projec t impacts on biological resources, develop appropriate avoidance and minimization measures, and prepare and implement permit conditions including compliance monitoring and Habitat Mitigation and Management Plans.

She has expertise working on complex projects throughout Riverside, San Bernardino, Orange, and Los Angeles Counties. She has expertise in the Western Riverside County MSHCP and regularly conducts general biological assessments and wetland delineations as well as surveys for burrowing owl and narrow endemic plant species and criteria area plant species within western Riverside County.

PROJECT EXPERIENCE
City of Lake Elsinore, La Strada Extension Project Feasibility Study, Lake Elsinore, CA. Lead Biologist. The City of Lake Elsinore is proposing to extend La Strada in City of Lake Elsinore, California, to further improve connectivity within the City of Lake Elsinore. Sarah is providing the biological resources write-up in support of the Environmental Constraints Memo for the proposed project.

City of Lake Elsinore, I -15/SR-74 Interchange Improvement Project PA/ED, Lake Elsinore, CA. Lead Biologist.

The City of Lake Elsinore, in cooperation with Caltrans, is proposing to improve the I -15/SR-74 interchange located in the City of Lake Elsinore, California, to reduce traffic congestion, improve operations, and comply with current Caltrans and local agency design standards. Caltrans is the Lead Agency under CEQA and NEPA, as assigned by FHWA. Sarah led the Natural Environment Study Minimal Impact (NESMI), and Aquatic Resources Delineation Report (ARDR), in support of the Initial Study/Environmental Assessment (IS/EA). Sarah also led coordination with Regional Conservation Authority (RCA) and prepared a Determination of Biologically Equivalent or Superior Preservation (DBESP) in support of the Draft IS/EA.

SARAH BARRERA

2 San Bernardino County Transportation Agency (SBCTA), I -215 University Parkway Interchange Improvement Project (PA/ED), San Bernardino, CA. Lead Biologist . SBCTA, in cooperation with Caltrans and the City of San Bernardino, proposes to improve the I -215/University Parkway Interchange in the City of San Bernardino, California.

Caltrans is the Lead Agency under CEQA and NEPA. As the Lead Biologist, Sarah led the preparation of the NESMI and ARDR in support of the Initial Study/Categorical Exclusion (IS/CE). The Final IS/CE was approved August 2020.

San Bernardino County Transportation Agency (SBCTA), I -10 Eastbound Truck Climbing Lanes (PA/ED and PS&E), Cities of Yucaipa and Riverside, CA. Lead Biologist. SBCTA in cooperation with Caltrans, proposes to extend the eastbound truck climbing lane (TCL) on I-10 from its current terminus just west of the 16th Street Overcrossing Bridge in the City of Yucaipa to just east of the County Line Road Undercrossing Bri dge at the San Bernardino County and Riverside County line. As the Lead Biologist, Sarah led the NESMI and JD Report in support of the IS/EA for the proposed project. The Final IS/EA was approved in November 2020. The CEQA/NEPA Re-Validation was approved by Caltrans in May 2022.

Riverside County Transportation Commission (RCTC), I -15 ELPSE PA/ED, Riverside County, CA. Jurisdictional Biologist. RCTC in cooperation with Caltrans is proposing to construct new lanes along I -15 in Riverside County, California. The proposed project will construct two tolled express lanes in both the northbound and southbound directions within the median of I-15 from SR-74 (Central Avenue) in the City of Lake Elsinore, through the unincorporated Riverside County community of Temescal Valley, to El Cerrito Road in the City of Corona for a distance of approximately 15.8 miles.

Sarah led the Jurisdictional Delineation Report and supported in the coordination with RCA on behalf of the Project.

City of Yucaipa, I-10/Wildwood Canyon Road Interchange Project PSR, Yucaipa, CA. Lead Biologist. The City of Yucaipa, in cooperation with Caltrans, proposes to improve access to the local area and City with the planning of a new interchange on I -10 at Wildwood Canyon Road. As the Lead Biologist, Sarah led the preparation of the Biological Resources Technical Memorandum in support of the PEAR, which was approved in August 2020. Sarah also led the biological resources tasks during PA&ED, including general biological resources surveys, aquatic resources delineation, and focused surveys for burrowing owl, coastal California gnatcatcher, and rare plants. Following completion of these surveys, Sarah prepared the NESMI and ARDR, which were approved by Caltrans in 2023.

City of Riverside, Sidewalk Improvement Projects, Riverside, CA. Lead Biologist . Sarah prepared the NESMIs in support of three NEPA CEs on behalf of the City of Riverside for the Norte Vista, Bruce Avenue, and Wells/Arlanza Sidewalk Improvement Projects. All three sidewalk improvement projects were completed with Caltrans District 8 Environmental Local Assistance oversight. Caltrans approved the NEPA CEs for Bruce Avenue on June 16, 2016, and for Norte Vista and Wells/Arlanza on December 1, 2016.

Riverside County Transportation and Land Management Agency , Markham Street Improvement Project , Riverside County, CA. Riverside County Transportation and Land Management Agency (TLMA) is proposing improvements to Markham Street by extending the roadway between Roosevelt Street and Wood Road for approximately

1.3 miles in the community of Woodcrest in Riverside County, CA. The County is serving as the CEQA lead for the project. Sarah conducted general biological resources surveys, focused burrowing owl surveys, focused least Bell’s vireo surveys and an aquatic resources delineation for the project. She also prepared a biological resources report and DBESP and coordinated with regulatory agencies to attain approval of proposed mitigation for anticipated project impacts to aquatic resources.

SR-91 Corridor Improvement Project (CIP) , RCTC, Riverside County, CA. Sarah served as biological compliance oversight for this design-build project located along SR -91 in the City of Corona and Riverside County. Sarah reviewed all regulatory permits (CWA Sections 401 and 404, CDFW Section 1600, and USFWS Biological Opinion) to identify compliance measures. The SR-91 CIP involves preliminary engineering for preparation of a Caltrans Project Report and EIR/EIS for improvement of the existing SR -91 (between SR -91/SR-241 Interchange and Pierce Street) and the I - 15 (between the I-15/Cajalco Road Interchange and theI -15/Hidden Valley Parkway Interchange). The Final EIR/EIS was approved in August 2012, the NOD filed November 16, 2012, and FHWA issued a Record of Decision November 2012.

Natalie Brim

1 Natalie Brim
Senior Environmental Planner

EDUCATION
B.S., Earth Science, California Polytechnic State University San Luis Obispo, 2014

INDUSTRY TENURE
8 years

Natalie has eight years of professional experience in environmental planning. As a Senior Environmental Planner, Natalie’s experience includes the preparation and day to day oversight of environmental documentation pursuant to CEQA and NEPA. In addition to her responsibilities as a CEQA and NEPA generalist, she also serves as the technical lead for Visual Impact Assessments (VIA), Water Quality Assessment Reports (WQAR), and Stormwater Pollution Prevention Plans (SWPPP).

PROJECT EXPERIENCE
City of Lake Elsinore, I -15/SR-74 Interchange Improvement Project PA&ED, Lake Elsinore, CA. Deputy Environmental Task Manager. The City of Lake Elsinore, in cooperation with Caltrans, is proposing to improve the I - 15/SR-74 interchange located in the City of Lake Elsinore, California, to reduce traffic congestion, improve operations, and comply with current Caltrans and local agenc y design standards. Caltrans is the Lead Agency under CEQA and NEPA, as assigned by FHWA. Natalie served as Visual Lead for the preparation of the VIA. In addition, Natalie provided day-to-day support on the oversight of the IS/EA and corresponding technical studies for the proposed project prior to public circulation of the Draft IS/EA.

SBCTA, I-215 University Parkway Interchange Improvement Project (PA&ED) , San Bernardino, CA .

SBCTA, in cooperation with Caltrans and the City of San Bernardino, proposes to improve the I-215/University Parkway Interchange in the City of San Bernardino, California. Caltrans is the Lead Agency under CEQA and NEPA. Natalie served as the Visual Lead for the preparation of the Visual Impact Assessment (VIA) and was the primary author for the Water Quality Technical Memorandum (WQTM). In addition, as the Deputy Environmental Task Manager, Natalie provided day- to-day oversight support in the preparation of the Initial Study/Categorical Exclusion (IS/CE) and supporting technical studies for the proposed project. The circulation of the Draft IS occurred between July 12, 2019, and August 12, 2019.

The Final IS/CE was approved August 2020.

I-15/SR-74 Interchange Improvement Project PA&ED , City of Lake Elsinore, Lake Elsinore, CA .

San Bernardino County Transportation Agency (SBCTA), I -10 Eastbound Truck Climbing Lanes ( PA&ED and PS&E), Cities of Yucaipa and Riverside, CA. Deputy Environmental Task Manager. SBCTA in cooperation with Caltrans, proposes to extend the eastbound truck climbing lane (TCL) on I -10 from its current terminus just west of the 16th Street Overcrossing Bridge in the City of Yucaipa to just east of the County Line Road Undercrossing Bridge at the San Bernardino County and Riverside County line. Natalie served as the Visual Lead for the preparation of the VIA. In addition, as the Deputy Environmental Task Manager, Natalie provided day -to-day oversight support in the preparation of the Initial Study/Environmental Assessment (IS/EA), as well as supporting technical studies for the proposed project.

The Draft IS/EA was circulated between July 3, 2020 and August 10, 2020. The Final IS/EA was approved in November 2020. The CEQA/NEPA Re-Validation was approved by Caltrans in May 2022.

City of Yucaipa, I-10/Wildwood Canyon Road Interchange Project PSR, Yucaipa, CA. Deputy Environmental Task Manager. The City of Yucaipa, in cooperation with Caltrans, proposes to improve access to the local area and City with the planning of a new interchange on I -10 at Wildwood Canyon Road. The project includes analyzing how to accommodate or relocate the California Highway Patrol and Wildwood Safety Roadside Rest Area facilities and how to

Natalie Brim

2 integrate the I-10 Eastbound Truck Climbing Lane Project. Natalie served as the primary author for the VIA and a co- author for the Growth Study for the proposed Project. In addition, as the Deputy Environmental Task Manager , Natalie provided day-to-day oversight support on the Preliminary Environmental Analysis Report (PEAR) and technical studies for the project. The PEAR was approved in August 2020.

City of Fontana, Sierra Avenue Widening Project, Fontana, CA. Deputy Environmental Task Manager. The City of Fontana proposes to widen Sierra Avenue between Foothill Boulevard and Baseline Avenue, in the City of Fontana, California. Sierra Avenue is considered a key north-south arterial within the city with interchange access to I -15 and I- 210 to the north, and I-10 to the south. As the Deputy Environmental Task Manager, Natalie provided day-to-day oversight support on the technical studies for the proposed project and was the primary author of the Initial Study with Negative Declaration (IS/ND). The Final IS/ND was approved by the City of Fontana in February 2020.

City of Long Beach, Shoemaker Bridge Replacement Project (PA&ED), City of Long Beach, CA. Deputy Environmental Task Manager. The City of Long Beach, in cooperation with Caltrans proposes the replacement of the Shoemaker Bridge. The Project is an Early Action Project of the I-710 Corridor Project and is located at the southern end of the SR -710 and is bisected by the Los Angeles River. The existing Shoemaker Bridge will be replaced with a new bridge located just south of the existing bridge. The project will also provide improvements to ass ociated roadway connectors to downtown Long Beach and along West Shoreline Drive from SR -710. Natalie served as the Visual Lead of the VIA and a co-author of the Environmental Impact Report/Environmental Assessment (EIR/EA). In addition, as the Deputy Environmental Task Lead, Natalie provided day-to-day oversight support for the preparation of the EIR/EA. The EIR was certified by the City of Long Beach on April 21, 2020. The FONSI was signed on June 30, 2020.

Los Angeles County Metropolitan Agency (LA Metro), I-605 Corridor Improvement Project (PA&ED), Los Angeles County, CA. Visual Co-Lead. LA Metro, in cooperation with the Gateway Cities Council of Governments (GCCOG), San Gabriel Valley Council of Governments (SGVCOG), Caltrans, and the County of Los Angeles proposes improvements along I-605 from Slauson Avenue to I-10. Natalie was a co-author of the VIA prepared in support of the Environmental Impact Report/Environmental Impact Statement (EIR/EIS).

Los Angeles County Metropolitan Agency (LA Metro), SR -60/7th Avenue Interchange Project, Los Angeles County, CA. Deputy Environmental Task Manager . LA Metro, in cooperation with Caltrans, proposes to reconstruct the westbound SR-60 on- and off-ramps at the 7th Avenue interchange to improve traffic operation. Natalie was the co- author of the Water Quality Technical Memorandum (WQTM) for the project. In addition, as Deputy Environmental Task Manager, Natalie provided day-to-day oversight support for the preparation of the CEQA CE/NEPA CE and supporting technical studies.

City of Laguna Beach, Laguna Canyon Road PSR/PDS, Laguna Beach, CA. Deputy Environmental Task Manager.

The City of Laguna Beach, in cooperation with Caltrans District 12, is proposing to construct improvements along the State Route (SR) 133 corridor extending approximately 2.5 miles from Canyon Acres Drive (PM 0.96) to El Toro Road (PM 3.41) in Orange County. Natalie served as co-author of the PEAR and provided day-to-day oversight of the technical support memorandums. The PEAR was approved by Caltrans District 12 in July 2022.

San Joaquin Regional Rail Commission (SJRRC), Stockton Diamond Grade Separation Project (PA&ED and PS&E), City of Stockton, CA. Deputy Environmental Task Manager. SJRRC, the CEQA lead agency, in coordination with California High Speed Rail Authority (CHSRA), the NEPA lead agency, will replace the existing at- grade intersection of the BNSF Stockton Subdivision and UP Fresno Subdivision with a grade-separated structure (flyover bridge) that would elevate the UP main tracks over the BNSF main tracks, enabling through trains proceeding on the UP main tracks to travel unimpeded through the crossing, avoiding any conflict with trains on the BNSF main tracks (and vice versa).

The grade separation would help improve the operational performance for SJRRC and the San Joaquin Joint Powers Authority (SJJPA) as they provide service between the Central Valley, Sacramento, and San Francisco Bay Area. Natalie served as the Deputy Environmental Task Lead for the EIR, which was adopted by SJRRC on June 4, 2021, and the Environmental Assessment (EA) approved by California High Speed Rail Authority in July 2022. The project is currently in the PS&E phase.

B-3

SWCA Resumes

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TIFFANY CLARK, PH.D., RPA

PRINICIPAL INVESTIGATOR, CULTURAL RESOURCES
Tiffany Clark has more than 26 years of experiences in cultural resource management in California. Her professional experience includes all phases of survey, excavation, laboratory analysis, report preparation, Native American consultation, and construction monitoring. She has supervised large cultural resources studies in central and southern California in support of public infrastructure, transportation, renewable energy, and private land development projects. Dr. Clark has extensive experience with regulatory compliance issues and has worked with numerous local, state, and federal agencies. She has prepared numerous technical reports and environmental documents for compliance with CEQA, the National Environmental Policy Act (NEPA), and Section 106 and 110 of the National Historic Preservation Act (NHPA).

SELECTED PROJECT EXPERIENCE (∗ denotes project experience prior to SWCA) *City of Riverside Sidewalk Improvement Project; City of Riverside; Riverside, Riverside County, CA. The City of Riverside, in conjunction with the Caltrans District 8, proposed sidewalk improvements in three residential areas within the City of Riverside. The Project was conducted in compliance with CEQA and Section 106 of the NHPA. Dr. Clark supervised cultural resource records searches and literature reviews; archival research; reconnaissance surveys; Native American consultation and coordination; coordination with local and federal agencies; and preparation of Area of Potential Effect Maps, Archaeological Survey Report, and Historic Properties Survey Report. Role: Principal Investigator. *Cajalco and Seaton Warehouse and Park Project; T&B Planning; Riverside County, California. The Cajalco and Seaton Warehouse Project is a 100-acre industrial and recreational project near the community of Mead Valley, Riverside County, California. As project manager, reviewed and prepared environmental documents, developed recommendations for resource eligibility, oversaw archaeological surveys and testing, tracked budgets and scope, and coordinated with Riverside County archaeologist and tribal representatives. Role: Principal Investigator.
∗Oberon Solar Project; Clearway; Riverside County, California. The Oberon Solar Project is a 2,600-acre, 250 megawatt solar generation facility near the community of Desert Center, Riverside County, California on BLM administered land subject to Section 106 and the Desert Renewables Energy Conservation Plan. Reviewed and prepared environmental documents, developed recommendations for resource eligibility, oversaw archaeological surveys, tracked budgets and scope, and coordinated with agency project managers and tribal representatives.

Role: Principal Investigator.
*California Department of Transportation (Caltrans), On-Call Cultural Resources Services; Caltrans District 8; San Bernardino and Riverside Counties, CA. Task orders completed as part of this on-call contract with Caltrans District 8 included a Phase I study for the State Route 60 Truck Climbing and Descending Lane Project, Phase I and II studies for the Interstate 40 Median Regrade and U.S. 395 Construct Median Buffer and Widen Shoulder projects, and Phase III data recovery for the State Route 58 Realignment and the State Route 138 Realignment – Crowder Canyon projects. As part of these projects, All projects were conducted in compliance with CEQA and Section 106 of the NHPA. Dr. Clark supervised cultural resource records searches and literature reviews; archival research; pedestrian and reconnaissance surveys; testing and evaluation for National Register of Historic Places (NRHP) and California Register of Historical Resources (CRHR) eligibility; Native American consultation and coordination; coordination with local and federal agencies; and preparation of technical reports for Caltrans review and approval. Role: Principal Investigator. *San Bernardino County Transportation Authority (SBCTA), Interstate 10 Eastbound Truck Climbing Lane Improvement Project, San Bernardino and Riverside Counties, CA. SBCTA, in conjunction with Caltrans District 8, proposes to extend the eastbound truck climbing land on Interstate-10 for a distance of 3 miles in the City of Yucaipa and Calimesa in San Bernardino and Riverside counties, respectively. Dr.

YEARS OF EXPERIENCE
26 EXPERTISE
Archaeology
Bioarcheology
Faunal Analysis

EDUCATION
PH.D., Anthropology, Arizona State
University, Tempe, 2006
M.A., Anthropology e: Bioarcheology,
Arizona State University, Tempe, 1997
B.A., Biology, Occidental College, Los
Angeles, 1992

REGISTRATIONS / CERTIFICATIONS
Register Professional Archaeologists
(ID#989197); 2011

PERMITS
Bureau of Land Management Permit,
Principal Investigator, Statewide

MEMBERSHIPS
Society for American Archaeology
Society for California Archaeology

Proposal for Lake Elsinore On-Call Cultural Resource Services, City of Lake Elsinore, California
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Clark supervised the cultural resources studies that were being completed for the Project. These tasks included: records searches and literature reviews; archival research; a Phase I survey; Native American consultation and coordination; coordination with local and federal agencies; and preparation of Area of Potential Effect Map, Archaeological Survey Report, and Historic Properties Survey Report for compliance with CEQA and Section 106. Role: Principal Investigator/Cultural Resources Technical Lead/ Project Manager. *Oak Valley Commerce Center; T&B Planning; Riverside County, California. The Oak Valley Commerce Center Project is a commercial and industrial development in Calimesa, Riverside County, California. The project required compliance with CEQA and included the preparation of environmental documents, recommendations for resource eligibility, and archaeological surveys. Role: Principal Investigator. *Dillon Road Bridge and Corridor Widening Project; Twentynine Palms Band of Mission Indians; City of Coachella, Riverside County, CA. The Dillon Road Joint Powers Authority, in cooperation with Caltrans, the Bureau of Indian Affairs, and the Coachella Valley Association of Governments, proposed to replace the existing Dillon Road Bridge over the Whitewater Channel. The Project required compliance with CEQA, NEPA, and Section 106 of the NHPA. Dr. Clark was responsible for the providing quality assurance for all aspects of the cultural resource studies. Role: Principal Investigator.
∗Sapphire Solar Project; EDF Renewables; Riverside County, California. The Sapphire Solar Project is a 1,192-acre, 117 megawatt solar generation facility near the community of Desert Center, Riverside County, California. The project encompasses 1,082 acres of private land subject to CEQA and 110 acres on BLM administered land subject to Section 106 and the DRECP. Reviewed and prepared environmental documents, developed recommendations for resource eligibility, oversaw archaeological surveys, tracked budgets and scope, and coordinated with agency project managers and tribal representatives. Role: Principal Investigator. *Fiscal Year 2022 9277 Acre Survey and 56 Sites Evaluation at Marine Corps Air Ground Combat Center, Twentynine Palms; Naval Facilities Engineering Systems Command, Southwest; Riverside County; California. The project consisted of a survey of 9,277 acres and testing and evaluation of 56 archaeological sites on Marine Corps Air Ground Combat Center, Twentynine Palms for Section 110 of the NHPA compliance. Prepared and reviewed reports and other documents, developed recommendations for resource eligibility, oversaw archaeological surveys and testing, tracked budgets, managed schedule and scope, prepared contracts for tribal monitoring, ensured compliance with health and safety requirements, and coordinated with agency project managers and tribal representatives. Role: Principal Investigator.

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NICK HEARTH, M.A., RPA

SENIOR ARCHAEOLOGIST
Nick Hearth’s responsibilities include overseeing archaeological, historical, and paleontological studies, providing lead agencies with technical expertise regarding Tribal Cultural Resource and AB 52 consultation, and ensuring the analysis and reporting meets or exceeds federal, state, and local standards.

Nick is well versed in applying the CEQA, Section 106 of the NHPA, and NEPA on a variety of projects across many market sectors, including municipalities, county agencies, and state offices. While Nick has worked as an archaeologist in cultural resource management since 2002, he has worked exclusively in southern California since 2012. Besides meeting the Secretary of the Interior's Professional Qualification Standards for Archaeology, he holds a statewide permit with the Bureau of Land Management as a Principal Investigator. Nick oversees and completes projects in all phases of archaeology: Phase I surveys, extended Phase I surveys, buried site testing, archaeological sensitivity assessments, Phase II testing and evaluations, Phase III data recovery, and Phase IV monitoring.

SELECTED PROJECT EXPERIENCE (∗ denotes project experience prior to SWCA) Cultural Resources for the Dr. Rongxiang Xu Bioscience Innovation Center; LK Properties Groups; Riverside County, California. SWCA has been contracted to provide updated cultural and tribal scoping services for the project to support a mitigated negative declaration. The project requires a cultural resources assessment report to document the results of a records search, Native American Heritage Commission (NAHC)requests, tribal notifications of the project, tribal scoping support, updated recording and evaluation of archaeological sites, and a built environment survey, recording, and evaluation of two resources. Tribal concerns figure heavily in project approval as a traditional cultural property (TCP) exists within or near the project. The project and its position to the TCP require meetings with the goal of relationship-building with the tribe(s) to form a consensus regarding the project. Role: Project Manager. Leading archaeologists and architectural historians to prepare a combined resource report. Supervising the cultural resource survey, reporting, and resource evaluation efforts. Providing support for the agency's ongoing TCR efforts.

Edison SoCal Cultural Resources Support; Southern California Edison Company; San Bernardino County, California. SWCA was retained to conduct cultural resources studies in support of a proposed transmission line project known as the Eldorado–Pisgah–Lugo Project (EPL project). The EPL project area consists of a 176-mile-long transmission line, associated access roads, and ancillary work areas. SWCA prepared technical studies in support of the proponent's environmental assessment, which included archaeological, historic architectural, and paleontological resource assessments for the project. SWCA conducted agency coordination, authored a work plan and an ethnographic literature search document, conducted a Class III intensive pedestrian inventory, and prepared the inventory report. Role:

Project Manager. Responsible for overall technical quality and activities. Provided day-to-day oversight of the budget, control systems, schedule, work assignments, client communications, implementation of contracts, senior staff resource assignments, and quality assurance/quality control. Primary interface with the client.

East Valley Water District Resource Studies; Albert A. Webb Associates; San Bernardino County, California. SWCA provided biological, cultural, and paleontological resource surveys and technical reporting for the East Valley Water District Canal 3 reservoir improvements project.

The project includes the proposed installation of a new booster pump station, two storage reservoirs, pipeline connections, and demolition of an existing booster pump station on a 3.8-acre parcel of land. Deliverables included a biological technical report, a paleontological technical report, and a cultural resources technical report. SWCA provided AB 52 consultation to support environmental constraints analyses, CEQA compliance, and permit acquisition. Role: Senior Archaeologist. Led archaeologists and architectural historians to prepare a combined resource report. Supervised the cultural resource survey, reporting, and resource evaluation efforts. Providing support for the agency's ongoing tribal cultural resource efforts.

YEARS OF EXPERIENCE
22 EXPERTISE
CEQA compliance
Tribal consultation support
Cultural resources management
NHPA Section 106 compliance
Archaeology
Stone artifact analysis
Geoarchaeology

EDUCATION
M.A., Anthropology; University of
California, Riverside; 2006
B.A. cum laude, Anthropology;
University of Massachusetts, Amherst;
2003

REGISTRATIONS / CERTIFICATIONS
Registered Professional Archaeologist
No. 989903

Proposal for Lake Elsinore On-Call Cultural Resource Services, City of Lake Elsinore, California
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∗Tertiary Treatment Systems Project; City of San Bernardino; San Bernardino County, California. The City of San Bernardino proposes to construct a new tertiary treatment system and modify the existing tertiary reservoir and booster pumps at the existing water reclamation plant (WRP). The project will be partially funded by the State Revolving Fund loan program administered by the State Water Resources Control Board and is subject to CEQA as well as Section 106 of the NHPA. The project necessitated a cultural resources identification report consisting of background and archival research, a records search, an NAHC Sacred Lands File search, tribal and historical society consultation, an archaeological and built environment field survey, and a CRHR and NRHP evaluation of the 1958-built WRP. The WRP was recommended ineligible for both registers due to lack of integrity to its period of significance. A finding of no historic properties affected was determined for the undertaking with State Historic Preservation Office concurrence. Role: Principal Investigator. Responsibilities include being the lead for the report, managing the cross-trained archaeologist/architectural history technician conducting the survey, research, and conducting subsurface sensitivity analysis.
∗San Bernardino County Transit Authority (SBCTA) Environmental On-Call Project; VCS Environmental, Inc.; San Bernardino County, California. The SR-210/Pepper Avenue Interchange Project, enhanced freeway access for the City of Rialto and a portion of unincorporated San Bernardino County. Archaeological monitoring focused on grading of undisturbed disturbed soils with the potential to discover archaeological deposits and human remains due sensitivity of the area. Roles: Principal Investigator, Field Director. Coordinated osteological, archaeological, and Native American monitoring efforts and wrote the monitoring report for SBCTA and Caltrans District 8. Also edited site records for the isolate discovered during monitoring and coordinated its reburial after construction.

Starlight Solar Project; Empire II, LLC; San Diego County, California. SWCA is preparing an EIR assessing the environmental impacts of the construction and operation of a solar energy storage project in unincorporated San Diego County. The EIR will be supported by several technical studies prepared by SWCA, including biology, jurisdictional waters, cultural resources, wildfire, noise, air quality, and visual resources (including glare and visual simulations). SWCA assisted in the project design by identifying constraints and working with the design team to limit environmental impacts. Role: Senior Archaeologist, Project Manager. Supervised the field survey and primary author of the combined cultural study report. Provided technical expertise to the County, applicant, and consulting tribes. ∗Reid-Baldwin Adobe Project; Kelly Sutherlin McLeod Architecture Inc.; Los Angeles County, California. The project undertook extensive remodeling efforts to return the Reid-Baldwin Adobe to its appearance during the period of occupation by Elias Jackson "Lucky" Baldwin. Roles: Principal Investigator, Field Director. Planned and led archaeological excavations to explore for remnant buried architectural features. Additionally, conducted background research and was primary author of the report, conducted field monitoring, and supervised all field monitoring efforts. Coordinated with the client, the County of L.A. Parks Department, consulting Native American Tribes, and the general contractor. Wrote the Phase II testing plan for the excavation with the resource evaluation.

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ROBBIE THOMAS, M.A., RPA

PROJECT MANAGER, CULTURAL RESOURCES
Ms. Thomas has more than 16 years of experience in the cultural resource management field in southern California. She is qualified under the Secretary of Interior’s Standards for Archaeology and is certified by the Register of Professional Archaeologists. She also has specialized training in CEQA, NEPA, Section 106 of the NHPA, and other cultural resource laws and regulations. Ms. Thomas has worked on numerous projects in Riverside County and numerous other counties in California. Her responsibilities have included coordination and management of cultural resource inventories, archaeological surveys, archaeological resource testing and data recovery efforts, archaeological construction monitoring, Native American outreach, oversight of paleontological resource and Native American construction monitoring, and preparation of various cultural resource documents, including cultural resource assessments and management and treatment plans. Ms.

Thomas has managed and coordinated various undertakings in residential and commercial development, transportation, renewable energy, water infrastructure and storage, and gas and electric transmission, ensuring their compliance with CEQA and other federal and state laws.

SELECTED PROJECT EXPERIENCE (∗ denotes project experience prior to SWCA) ∗City of Beaumont General Plan Update Project, Albert A. Web Associates, Riverside County, California. Cultural resource inventory and sensitivity analysis in support of the proposed General Plan update for the City of Beaumont. Work efforts included, cultural resource records search, archaeological sensitivity analysis, Native American coordination efforts, Assembly Bill (AB) 52 assistance, and drafting a cultural resource technical report..

Role: Project Manager/Archaeologist.
∗Lycan Solar Project, EDF Renewables, Riverside County, California. The proposed project is a 7,291-acre solar power project (5,948 acres on BLM-administered lands) near Desert Center, California. Responsibilities included coordination with BLM, Native American consultation, completion of a Class I inventory, ethnographic literature overview, work plan and research design, Class III surveys, resource documentation, and preparation of Class III report. Role: Project Manager/Senior Archaeologist. ∗I-10 and Wildwood Canyon Interchange Project, HDR, Inc, Riverside County, California. Caltrans, in cooperation with the City of Yucaipa and San Bernardino County Transportation Authority, proposed to establish a new interchange connection on I-1) at Wildwood Canyon Road, between the Live Oak Canyon Road/Oak Glen Road Interchange (PM R36.8) and the County Line Road Interchange (PM R39.2), in Yucaipa, California. Responsibilities included conducting and coordinating archival and literature searches and field surveys; preparation of preliminary constraints analysis for use in preparation of the Preliminary Environmental Analysis Report (PEAR) which lead to preparation of an Historic Properties Survey Report, an Archaeological Survey Report, and an Historic Resources Evaluation Report; oversight and guidance for preparation of the Area of Potential Effects (APE) Map; Native American consultation assistance; and coordination with Caltrans District 8. Role:

Project Manager/ Senior Archaeologist.
∗Perris Valley Storm Drain Trail – Phase 2 Project, Perris, Albert A. Webb Associates, Riverside County, California. The City of Perris, in cooperation with the Riverside County Flood Control District and Caltrans, proposed to replace 3.1 miles of existing decomposed granite and dirt maintenance road along the Perris Valley Storm Drain Channel, from Nuevo Road to the South Perris Metrolink Station at Case Road, with a 10-foot wide asphalt pathway for bicycling and a five-foot wide decomposed granite pathway for pedestrian use. The purpose of the cultural resource investigation was to determine the potential for the Project to impact historic properties under CEQA and Section 106 (Caltrans Local Assistance). Responsible for supervision and coordination of field investigation, archival research, report preparation, client coordination, Native American coordination, and budget and schedule tracking. Role: Project Manager/ Senior Archaeologist. ∗San Jacinto River Stage 3 Master Drainage Plan Project, Perris, Albert A. Webb Associates, Riverside County, California. The Riverside County Flood Control and Water Conservation District proposed implementation of a comprehensive planning document, the San Jacinto River Stage 3 Master Drainage Plan, that considers the engineering, environmental, and economic aspects of the lower San Jacinto

YEARS OF EXPERIENCE
17 EXPERTISE
CEQA
NEPA

ARCHAEOLOGY

EDUCATION
M.A. Anthropology; California State
University, Long Beach; 2009
B.A. cum laude, Anthropology,
University of Oklahoma, 2005

Proposal for Lake Elsinore On-Call Cultural Resource Services, City of Lake Elsinore, California
Page | 8
River. Supervised the cultural resource and paleontological resource assessments for the Project in compliance with the CEQA as well as Section 106 of the NHPA. Responsible for supervision and coordination of field investigation, archival research, report preparation, client coordination, Native American coordination, paleontological resource assessment oversight, and budget and schedule tracking. Role: Project Manager/ Senior Archaeologist.
∗Beaumont Wastewater Treatment Plant Upgrade/Expansion and Brine Pipeline Project, Albert A. Webb Associates, Riverside County, California. The Project involved upgrades and expansion of the current Wastewater Treatment Plant in accordance with its National Pollutant Discharge Elimination System Permit Renewal. Responsible for archival research, supervision and coordination of Phase I surveys, cultural resource documentation and evaluation, survey report preparation, Native American coordination, and budget and schedule tracking.

Role: Project Manager/Archaeologist.
*Southern California Gas Company’s Line 2000 P2 Remediation Project; Insignia; San Bernardino County, California. Conducted a Class III cultural resource inventory in support of the Project in compliance with Section 106 of the NHPA. Responsible for coordination of APE definition, supervision of field investigation, archival research, report preparation, client, SoCal Gas, and BLM coordination, and budget and schedule tracking. Role: Project Manager/ Senior Archaeologist. *Southern California Gas Company’s Line 2000 Pipeline Integrity Validation Digs Project; Insignia; San Bernardino County, CA.

Conducted a Class III cultural resource inventory in support of the Project in compliance with Section 106 of the NHPA. Responsible for coordination of APE definition, supervision of field investigation, archival research, archaeological and tribal monitoring coordination, report preparation, client, SoCal Gas, and BLM coordination, and budget and schedule tracking. Role: Project Manager/ Senior Archaeologist.

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MATHEW CARSON, M.S.

SENIOR PALEONTOLOGIST
Mr. Carson is SWCA’s Senior Paleontology Team Lead, principal investigator, and project manager, who maintains a comprehensive understanding of the CEQA as well as other federal, state, and local regulations pertaining to cultural and paleontological resources. He provides paleontological expertise on projects spanning transportation, energy, mining, public works, transmission lines, education, and development throughout California and Nevada. Additionally, Mr. Carson exceeds the qualifications of a Qualified Paleontologist according to the guidelines of the Society of Vertebrate Paleontology and is listed as a Principal Investigator on SWCA’s Bureau of Land Management (BLM) paleontological resources use permits. He has authored numerous paleontological assessments, as well as sections of CEQA environmental documents. He has successfully managed cultural and paleontological projects from their initial planning to their final construction.

SELECTED PROJECT EXPERIENCE (∗ denotes project experience prior to SWCA) City of Chino Hills Technical Studies and EIR for General Plan Update; EcoTierra Consulting, Inc.; Chino Hills, San Bernardino County, California. The City of Chino Hills proposed to update their Housing and Land Use elements of their General Plan. Tasks included preparation of a program and project-level paleontological resources technical report and Supplemental Environmental Impact Report (EIR). Role: Senior Paleontologist and Task Lead.
20330 Temescal Canyon Road Mixed-Use Development Project; Confidential Client; Riverside County, California. The project consisted of a new mixed-use development consisting of a two-story office building, car wash, drive-through restaurant, and site improvements. Tasks included preparation of a paleontological resources assessment report.

Role: Senior Paleontologist.

Eastern Municipal Water District (EMWD) Judson Transmission Pipeline Project; Woodard & Curran; City of Moreno Valley, Riverside County, California. EMWD proposed to construct an 18-inch-diameter transmission pipeline in Moreno Valley, California.

Tasks included preparation of a paleontological resources assessment report. Role: Senior Paleontologist.
777 North Front Street Mixed-Use Development Project; Private Developer; Burbank, Los Angeles County, California. A parcel located at 777 North Front Street in Burbank, California was developed to contain a mixed-use building with a parking garage. Mitigation Measures cited in the project’s CEQA environmental document required paleontological monitoring to reduce potential impacts to less-than-significant levels. Mr. Carson oversaw paleontological monitoring and prepared the draft paleontological monitoring report. Role:

Senior Paleontologist.

Vikings Solar Project Environmental Services; ZGlobal; Imperial County, California. SWCA prepared biological resources, cultural resources, aquatic resources, air quality/GHG emissions, traffic, agricultural land conversion, and paleontological resources studies on an accelerated schedule for a 100 MW solar and storage project in Imperial County. SWCA also provided the client with permitting strategy and CEQA support for the project as it moved through the permitting phase with Imperial County. Role: Project Manager / Paleontology.

Norumbega Drive Residence Project; City of Monrovia Planning Division; City of Monrovia, Los Angeles County, California. The project proposed to construct one single-family residence on the 1.295-acre lot. The single-family dwelling would be a 3,758-square-foot, two- story dwelling with a 1,348-square-foot four-car garage and would include patios and retaining walls. Mr. Carson prepared the paleontology section of the CEQA Appendix G Checklist of the Initial Study/Mitigated Negative Declaration for the project. Role: Senior Paleontologist.

YEARS OF EXPERIENCE
9 EXPERTISE
CEQA/NEPA Compliance for Cultural
and Paleontological Resources
Paleontological Technical Studies,
Mitigation Plans, Construction
Monitoring, Salvages, Final Reports

EDUCATION
M.S., Geology; Bowling Green State
University, Ohio; 2013
B.S., Geology (Paleobiology); Bowling
Green State University, Ohio; 2009

PERMITS
U.S. Bureau of Land Management
California Paleontological Resource Use
Permit (CA-22-08P), Principal
Investigator
U.S. Bureau of Land Management
Nevada Paleontological Resources Use
Permit (N-92678); Nevada Antiquities
Permit, Principal Investigator

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Page | 10
Travertine Cultural Resources Update; Hofmann Land Development Co.; La Quinta, Riverside County, California. SWCA provided paleontological and cultural resources services for an amendment to the City of La Quinta’s general plan to rezone an 877.5-acre area into a master planned resort community. The project is located on Bureau of Land Management and Bureau of Reclamation lands, as well as privately owned land. Mr. Carson prepared the paleontological resources assessment technical report required for CEQA and NEPA environmental documents. Role: Project Manager / Paleontology.

La Brea Tar Pits Master Plan EIR, Los Angeles County Natural History Museum; Los Angeles County, California. SWCA prepared an EIR to address the environmental impacts of significant improvements to this iconic site in central Los Angeles. The master plan includes the existing museum and Hancock Park and seeks to unify the critical research sites, buildings, exhibition space, and the park with an inspiring new identity. Role: Lead Paleontologist/Task Lead. Prepared the paleontological resources technical report for the project and reviewed the paleontology section of the EIR.
7th Street Body Shop Replacement Project; City of Los Angeles Department of Public Works, Bureau of Engineering (LADPW BOE); Los Angeles County, California. SWCA provided services under an on-call cultural resources contract. Tasks included preparation of a paleontological resources assessment report. Role: Senior Paleontologist.

Arroyo Seco Low Flow Diversion Project Cultural and Paleontological Support; LADPW BOE; Los Angeles County, California. SWCA provided services under an on-call cultural resources contract. Tasks included preparation and implementation of a cultural and paleontological resources mitigation and monitoring plan Role: Senior Paleontologist.

Holy Cross Road Extension Project; Archdiocese of Los Angeles; Los Angeles County, California. Archdiocese of Los Angeles propose to expand their Holy Cross Cemetery onto two parcels in the Baldwin Hills area of unincorporated Los Angeles County. Tasks included preparation of a paleontological resources assessment report. Role: Senior Paleontologist and Task Lead.

Tapia Ranch Project; Private Developer and PlaceWorks; Los Angeles County, California. The proposed project would include 405-unit single-family residential lots, two public park lots, eight open space lots, one water tank lot, one water pump lot, 60 homeowners association basin lots, one park trails lot, nine flood-control district lots, 22 private and future street lots, and two private street and fire lane lots.

Approximately 74 percent of the 1,165-acre On-Site/In-Tract part of the project site (861.4 acres) would remain in its current undeveloped natural condition. Mr. Carson conducted a paleontological resources assessment, which included a geologic map review, scientific literature review, museum records search at the Natural History Museum of Los Angeles County, and pedestrian reconnaissance survey. Mathew was the sole author of the paleontological study and led the pedestrian reconnaissance survey. Role: Senior Paleontologist/Technical Lead.

Proposal for Lake Elsinore On-Call Cultural Resource Services, City of Lake Elsinore, California
Page | 11
SARAH RIEBOLDT, PH.D.

PRINCIPAL INVESTIGATOR, PALEONTOLOGY
Dr. Rieboldt is a Lead Paleontologist at SWCA with 22 years of experience in the paleontology and geology fields. She has conducted paleontological and geological fieldwork across the state of California. She has worked as a geologist and paleontological consultant on many different projects, including carbon sequestration and astrobiology research programs funded by the United States Department of Energy and the National Aeronautics and Space Administration, respectively, as well as on projects for the State of California Department of Parks and Recreation, Caltrans, and various private developers in California.

SELECTED PROJECT EXPERIENCE (∗ denotes project experience prior to SWCA) ∗Vail Dam Seismic and Hydrologic Remediation Project; Rancho California Water District; Riverside County, California. This project involved the demolition of the existing arch dam and construction of a new gravity concrete dam downstream, with associated construction and modification of inlet/outlet facilities, pipelines, spillway, and access roads.

The consultant prepared the environmental document and various technical studies for this project. The paleontological assessment involved a field survey of nearly 600 acres, fossil locality searches for the area surrounding the dam and Vail Lake, and a literature review of over 10 different geologic units from four different geologic maps of different scales covering the project area. Based on this background research, the paleontological assessment determined the potential for project development to impact paleontological resources and make the appropriate recommendations regarding mitigation. Role: Principal Paleontologist.

Oversaw preparation of the Paleontological Assessment and Paleontological Resources Impact Mitigation Program for this project, which is overseen by the Bureau of Reclamation and must comply with CEQA, NEPA, and various State and local regulations. ∗Interstate 15/State Route 91 Express Lanes Project; Riverside County Transportation Commission; Riverside County, California. The Riverside County Transportation Commission (RCTC), in cooperation with Caltrans, as part of the State Route 91 Corridor Improvement Project (SR-91 CIP), proposed the Interstate 15 (I-15)/State Route 91 (SR-91) Express Lanes Connector (ELC) Project (project) to improve the existing I-15 and SR-91 interchange by adding an express lane connector flyover bridge, bridges over Temescal Wash, and associated improvements. The paleontological evaluation conducted for the SR-91 CIP determined there was a potential for its subsidiary projects to impact paleontological resources and made the appropriate recommendations for mitigation. Role: Principal Paleontologist. During the PS&E for this project, prepared the PMP, and during the Construction phase, oversaw the paleontological monitoring program and prepared the PMR at the conclusion of monitoring. Through all stages of project development, coordinated with RCTC, Caltrans District 8, and Construction Management personnel as needed to provide paleontological monitoring staff at the appropriate times and prepare all deliverables according to Caltrans SER guidelines and the requests of Caltrans District 8.
∗Legado Project; BLC Fleming, LLC/Glenn Lukos Associates, Inc.; Riverside County, California. This project involved the development of up to 1,061 residential homes, freeway-oriented commercial uses, community and recreation centers, parks, and water quality basins on approximately 216 acres in Menifee. Role: Principal Paleontologist. Prepared or oversaw preparation of all technical reports during planning stages for this project. At project initiation, prepared the Paleontological Resources Assessment, which is based on industry-standard background research and reviews of project plans and ground disturbance, and determined there was a potential for the project to impact paleontological resources. Subsequently, oversaw preparation of the recommended Paleontological Resources Impact Mitigation Program (PRIMP), a document that provides a summary of project area geology, paleontological potential, and regulations regarding paleontological resources; outlines the levels and methods for paleontological resource monitoring, recovery, and treatment; and establishes the roles, responsibilities, requirements, and procedures for construction and consultant personnel during construction. During construction, implemented the PRIMP, coordinated with the project proponent and construction contractor regarding schedules and project management, and oversaw the paleontological monitoring. At the conclusion of construction, prepared the paleontological monitoring report.

YEARS OF EXPERIENCE
22 EXPERTISE
Federal, state, and local laws,
ordinances, regulations, and standards
(LORS) regarding paleontological
resources
Client/agency coordination
Fossil collection, salvage, identification,
and curation
Paleontological mitigation reports

EDUCATION
Ph.D., Paleontology; University of
California, Berkeley; 2005
B.A. magna cum laude, Biology, m:

Geology; University of Colorado,
Boulder; 1999

Proposal for Lake Elsinore On-Call Cultural Resource Services, City of Lake Elsinore, California
Page | 12
∗Pio Pico Energy Center Project; Sierra Research; San Diego County, California. This project involved the construction of a power plant for three General Electric natural gas–fired combustion turbine generators in an unincorporated area on Otay Mesa in San Diego County. The California Energy Commission served at lead agency for compliance with CEQA, and the project involved oversight from and coordinattion with the California Public Utilities Commission and San Diego Gas and Electric Company. Development of this project included clearing and grading of the project area, construction of the power plant, and installation of the power plant as well as natural gas lines and electricity transmission lines, all within paleontologically sensitive sediments of the Late Oligocene (23.03–28.1 million years ago) Otay Formation. Role: Senior Paleontologist. Prepared the Paleontological Resources Monitoring and Mitigation Plan, oversaw the paleontological monitoring program, and prepared the final paleontological monitoring report.
∗Tunnel to Ontario Airport Project; AECOM; Los Angeles County, California. As proposed by the San Bernardino County Transportation Authority in cooperation with the Federal Transit Administration, the project involves multiple alternatives for transporting passengers from the Rancho Cucamonga Metrolink Rail Station to the Ontario International Airport via tunnel, rail, and vehicle options. Role: Principal Paleontologist.

Evaluating project impacts on paleontological resources in support of a combined EIR/EA or EIR/EIS in accordance with CEQA and NEPA.

Throughout preparation of the first draft, participated in workshops regarding design changes, geologic conditions, and the type of environmental document necessary. Oversaw paleontological staff as they conducted the appropriate background research, including establishing the resource study area, requesting a fossil locality search through the Natural History Museum of Los Angeles County (NHMLAC), reviewing applicable scientific literature and maps, conducting a field survey, and reviewing project plans and information for the various alternatives.
∗California High-Speed Rail Project, Burbank to Los Angeles Project Section; STV, Inc.; Los Angeles County, California. The California High-Speed Rail (HSR) Authority proposed the California HSR System is planned to connect the major metropolitan regions of the State, including San Francisco, Sacramento, Los Angeles, and San Diego. Given the scale of the HSR System, the project was divided into section for environmental analysis and review. The Burbank to Los Angeles Project Section involved above- and below-grade sections of track, multiple grade separations, connections at two major transit hubs (Los Angeles Union Station and Burbank Airport Station, and maintenance facilities.

The consultant provided support for the EIR/EIS and supporting technical reports for this project section. Role: Principal Paleontologist.

Evaluated project impacts on paleontological resources in accordance with CEQA and NEPA regulations. Conducted the appropriate background research, including a fossil locality search through the Natural History Museum of Los Angeles County (NHMLAC), a literature review, a field survey, and a review of project plans and information. Also coordinated with the preparers of the geotechnical report to draft the Geology and Soils section of the Environmental Impact Report/Environmental Impact Statement (EIR/EIS) prepared for this project section.

Participated in workshops regarding design changes and geologic conditions, coordinated with the design team and the geotechnical staff, and prepared responses to comments from the Authority, legal and third-party reviewers, and the public. ∗State Route 74 Safety Improvements Project; Caltrans; Orange County, California. Caltrans District 12 proposed this project to address safety concerns along approximately 5.1 miles of SR-74, extending through the Cleveland National Forest, under the jurisdiction of the United States Forest Service (USFS), and Ronald W. Caspers Regional Park, under the jurisdiction of OCParks. The consultant provided support for Caltrans on this project through three stages of development, including the Project Approval/Environmental Document (PA/ED) stage; the Plans, Specifications, and Estimates (PS&E) stage; and the Construction stage. At the successful conclusion of the contract, the paleontological monitoring program was conducted under budget, on schedule, and with no impacts to paleontological resources. Role: Principal Paleontologist. Prior to construction, obtained the necessary permits for surveys from the USFS and OC Parks, conducted background research, and prepared the Paleontological Identification Report/Paleontological Evaluation Report (PIR/PER), Supplemental PIR/PER, and Paleontological Mitigation Plan (PMP). During construction addressed any discoveries and answered questions as needed, and at the conclusion of ground disturbance, prepared the Preliminary Paleontological Mitigation Report.

Proposal for Lake Elsinore On-Call Cultural Resource Services, City of Lake Elsinore, California
Page | 13
DEBI HOWELL-ARDILA, M.H.P.

SENIOR ARCHITECTURAL HISTORIAN
Ms. Howell-Ardila is an award-winning historic preservation professional with over 18 years of experience in environmental compliance and historic preservation. She leads SWCA’s Southern California Architectural History Group. She has led site investigations and evaluations for thousands of properties throughout California, with a focus on Southern California and the San Francisco Bay Area. Her experience includes preparation of thematic historic context statements, citywide historic resource surveys, environmental compliance studies and documentation in support of CEQA, federal and local landmark nominations, Mills Act applications, and Secretary of the Interior’s Standards project review. She exceeds the Secretary of the Interior’s Professional Qualification Standards in Architectural History and History.

SELECTED PROJECT EXPERIENCE (∗ denotes project experience prior to SWCA) *Riverside Latino Historic Context Statement; City of Riverside; Riverside County, California. Preparation of the City of Riverside Latino Historic Context Statement, which explored over a century of history and culture of Riverside’s Latino community. This effort was recognized with an award from the California Preservation Foundation in 2019. Role: Principal Author/Investigator. Authored historic context statement. *Copper Basin Dam Valve Replacement Project; San Bernardino County, California. Senior Architectural Historian preparing an HRTR for a maintenance project for Copper Basin Dam, a contributing resource within the Colorado River Aqueduct Historic District in eastern San Bernardino County. Work performed for Metropolitan Water District of Southern California, with Metropolitan as the lead agency under CEQA. Role: Senior Architectural Historian and reviewer.

Los Angeles County Natural History Museum, La Brea Tar Pits Master Plan Historical Resources Technical Report, Los Angeles, California. In support of the La Brea Tar Pits Master Plan EIR, SWCA prepared a Historical Resources Technical Report, including an analysis of historical resources within the direct and indirect CEQA area of potential impacts, characterization of impacts to historic resources, and development of alternatives, project design features, and mitigation measures. Role: Senior Architectural Historian and principal researcher/author.

Monterey Regional Airport Historic Resources Survey Report; Coffman Associates; Monterey County, California. In support of CEQA environmental review, SWCA conducted a historic resources survey and evaluation for the Monterey Regional Airport. Efforts included archival research, site investigations, and survey and preparation of a historic resources technical report summarizing the results. Role: Senior Architectural Historian/principal author.

La Brea Tar Pits Master Plan EIR; Los Angeles County Natural History Museum; Los Angeles County, California. SWCA is preparing an EIR addressing the environmental impacts of significant improvements to this iconic site in central Los Angeles. Significant development has occurred in the project vicinity in recent years (e.g., at the adjacent LA County Museum of Art and with the LA Metro), and the EIR and approach to construction phasing will be highly scrutinized. In addition to leading the EIR process, SWCA is assisting with the public engagement process. The conceptual master plan was recently developed by the Natural History Museum for the future development and enhancement of the La Brea Tar Pits site. The master plan includes the existing museum and Hancock Park and seeks to unify the critical research sites, buildings, exhibition space, and the park with an inspiring new identity.

Role: Project Manager.

Los Angeles Unified School District (LAUSD) Design Guidelines and Treatment Approaches for Historic Schools; LAUSD; Los Angeles County, California. SWCA prepared district-wide design guidelines for LAUSD, the second largest public school district in the United States. Given LAUSD’s 130-year history and expansive geographic range, the LAUSD Design Guidelines provided detailed treatment approaches for a range of school types, architectural styles, and projects, using the Secretary of the Interior’s Standards as the point-of-

YEARS OF EXPERIENCE
18 EXPERTISE
Specialized practice in historic
preservation planning and policy
Specialized expertise in program- and
project-level CEQA analyses
Secretary of the Interior’s Standards
project review and compliance

EDUCATION
M.H.P., Historic Preservation; University
of Southern California, School of
Architecture; 2010
B.A., German and Architectural History;
University of California, Berkley; 1997
AWARDS
2019: California Preservation
Foundation Award, City of Riverside
Latino Historic Context Statement
2018: California Preservation
Foundation Award, City of San Gabriel
Historic Preservation and Cultural
Resources Ordinance

Proposal for Lake Elsinore On-Call Cultural Resource Services, City of Lake Elsinore, California
Page | 14
departure. Role: Project Manager and Lead Historic Preservation Specialist. Served as the project manager and principal author of the design guidelines.
*Santee Lakes Drain and Dredge Project Biological & Cultural Resources Surveys, Santee, California. Senior Architectural Historian preparing a Historic Resources Technical Report for the Santee Lakes Recreational Preserve, an eligible cultural landscape. Work performed for Padre Dam Municipal Water District, which was also the lead agency under CEQA. Role: Senior Architectural Historian and reviewer.

City of San Gabriel Historic Preservation and Cultural Resources Ordinance Update; City of San Gabriel Department of Planning; California. SWCA updated the City of San Gabriel Historic Preservation and Cultural Resources Ordinance. In 2017/2018, San Gabriel’s Historic Preservation and Cultural Resources Ordinance Update won preservation awards from the Los Angeles Conservancy and California Preservation Foundation. Role: Project Manager and Lead Author/Historic Preservation Specialist.

City of Colton, Cultural Resources Element and Historic Preservation Ordinance Updates, Colton, California. SWCA is currently updating the City of Colton’s Cultural Resources Element and providing recommendations for potential updates to its Historic Preservation Ordinance. Work efforts include development of clear, user-friendly Goals, Policies, and Action Items; planning and leading community workshops and hearings with commissions and City Council; and guiding the element through the reviews and approval process. Role: Senior Architectural Historian and principal researcher/author.

City of Manhattan Beach Historic Preservation Ordinance; City of Manhattan Beach Department of Community Development; Los Angeles County, California. SWCA drafted a new Historic Preservation Ordinance for the City of Manhattan Beach. Work efforts included training sessions and outreach to the City’s Planning Commission and City Council, as well as public workshop hearings, stakeholder outreach, and developing educational materials. Role: Project Manager and Lead Historic Preservation Specialist. Led efforts to provide historic preservation consulting services in support of a new historic preservation ordinance and Mills Act Tax Abatement program in the City of Manhattan Beach.

Proposal for Lake Elsinore On-Call Cultural Resource Services, City of Lake Elsinore, California
Page | 15
SUSAN ZAMUDIO-GURROLA, M.H.P.

PROJECT MANAGER, ARCHITECTURAL HISTORY
Susan Zamudio-Gurrola is an architectural historian with eleven years of experience in cultural resource management. Her experience includes conducting evaluations for the NRHP, CRHR, and local designations; preparing cultural resources studies in compliance with NEPA, Section 106 of the NHPA, CEQA, and local ordinances; assessing integrity; reviewing projects for conformance with the SOI Standards; preparing historic context statements, Caltrans-format cultural resources reports, HABS/HAER documentation, and findings of effect. Ms. Zamudio-Gurrola has worked on projects in California, Arizona, Idaho, and Texas, and has performed extension-of-staff historic preservation services and design review for several municipalities throughout California. She also conducted oral history interviews for the Bracero History Archive, a joint project of the Smithsonian National Museum of American History and various organizations. Ms.

Zamudio-Gurrola served for several years on the board of directors for the Rancho Camulos Museum, a National Historic Landmark. She meets and exceeds the Secretary of the Interior's Professional Qualifications Standards for History and Architectural History.

SELECTED PROJECT EXPERIENCE (∗ denotes project experience prior to SWCA) Benjamin Franklin Library Historic Property Survey; City of Los Angeles, Department of Public Works, Bureau of Engineering; Los Angeles County, California. SWCA is preparing technical studies for the City of Los Angeles Department of Public Works Bureau of Engineering for the Benjamin Franklin Branch Library Renovations Project. The scope includes archaeological, paleontological, and historical resources technical reports for the library. Tasks include evaluating the property for historic significance, identifying character- defining features, and providing preservation input and project plan review to the design team to facilitate compliance with the Secretary of the Interior’s Standards. Role: Architectural Historian. Conducted research and contributed to historical resources technical report.

La Brea Tar Pits Master Plan Environmental Impact Report; Los Angeles County Natural History Museum; Los Angeles County, California. SWCA is preparing an Environmental Impact Report (EIR) to address the environmental impacts of significant improvements to this iconic site. With significant development having occurred in the project vicinity in recent years, the EIR and the approach to construction phasing will be highly scrutinized. The conceptual master plan was recently developed by the Los Angeles County Natural History Museum for the future development and enhancement of the La Brea Tar Pits site. The master plan includes the existing museum and Hancock Park, and seeks to unify the critical research sites, buildings, exhibition space, and park with an inspiring new identity. SWCA is preparing all the technical studies required for the EIR, including a historical resources technical report. Role: Architectural Historian. Conducted research and contributed to the historical resources technical report.
∗2800 Barry Street Historic Resource Evaluation; City of Camarillo Department of Community Development; Camarillo, California.

Proposed by the City of Camarillo, the project consisted of demolishing buildings and structures on a vacant property that had previously housed a lumber and hardware supply business. A historical resource evaluation was completed as part of the environmental analysis conducted in conformance with CEQA. The study included a cultural resources records search, archival research, intensive-level field survey, an evaluation for listing in the National Register, California Register and local designation, and preparation of a memorandum and DPR 523 series forms. Role: Architectural Historian.
∗Emergency Communication Towers Categorical Exclusions; Ventura County Fire Protection District; Ventura County, California. The project entailed assisting the Ventura County Fire Protection District (VCFPD) with the preparation of three Categorical Exclusions under NEPA, Categorical Exemptions under CEQA, and the associated cultural resources technical studies. The project proposed to construct towers and

YEARS OF EXPERIENCE
12 EXPERTISE
CEQA
Section 106
Historic Resources Surveys
Historic Context Statements

EDUCATION
M.H.P., Historic Preservation; University
of Southern California; 2009
B.A., History of Art and Architecture;
University of California, Santa Barbara;
2004

TRAINING
CEQA Workshop, Association of
Environmental Professionals, 2016

Proposal for Lake Elsinore On-Call Cultural Resource Services, City of Lake Elsinore, California
Page | 16
antennas at three VCFPD fire stations for broadcasting and receiving Federal Communications Commission (FCC)-licensed radio signal as part of a remote wildfire early detection network. As the project required licensing from the FCC and included funding from the Federal Emergency Management Agency, it required compliance with Section 106 of the NHPA. This included conducting a cultural resources study for each fire station which included delineating an APE for each project site, conducting cultural resources records searches, extensive Native American and interested party consultation, public notice, archival research, field surveys, evaluations for the National and California Registers, effects/impacts assessments, use of the FCC Tower Construction Notification System and E-106 system, and completion of FCC 620 Forms.

California State Historic Preservation Officer concurrence was obtained following completion of the studies. Role: Task Manager. ∗Inland Branch 2020 Fire Emergency Clean-Up Response Program; CalRecycle; Inland Branch, California. The project entailed providing environmental and emergency permitting services to assist with CalRecycle's coordinated structural debris and hazard tree removal projects in areas damaged by the wildfires that devastated Lake, Mendocino, Napa, Solano, and Sonoma Counties in 2020. This included reassessment of previously documented historic period resources and preparation of resource record updates; archaeological and biological assessments; archaeological and biological monitoring; agency and tribal coordination; GIS support; emergency permitting services; and guidance and implementation of water-quality best management practices. Role: Architectural Historian. *Historic Context Statement and Reconnaissance Survey for the Eastern Oxnard Plain; County of Ventura Planning Division; Ventura County, California. The project consisted of the preparation of a historic context statement and a reconnaissance-level historic resources survey for unincorporated rural areas of Ventura County, California. Encompassing an area of approximately 36,120 acres, the survey area included 1,621 assessor parcels. Two community outreach meetings were held with interested members of the community which helped inform the historic context and survey. Twenty properties that were over 45 years old and associated with the context themes were recorded on California Department of Parks and Recreation (DPR) 523A forms, and DPR update forms were prepared for eight additional properties. The historic context statement, survey results and recommendations were provided in an illustrated report to which the DPR forms were appended.

Role: Architectural Historian.
*Historic Resources Survey and Context for the Town of Saticoy; County of Ventura Planning Division; Ventura County, California. In support of an update to the Saticoy Area Plan, a historic context statement and reconnaissance-level historic resources survey were completed for the unincorporated and largely Hispanic community of Saticoy. The survey area included 311 assessor parcels covering approximately 238 acres. A historic context statement was developed for the community, and property-specific research was conducted for 24 properties which were recorded on DPR 523 series forms. Research was augmented by outreach to Spanish-speaking community members. An illustrated historic context statement and survey report was prepared which included recommendations to the County of Ventura for adopting and refining review procedures for historical resources in Saticoy. Role: Architectural Historian. *Camarillo Springs Golf Course Development Project; Cadence Environmental Consultants; Camarillo, California. A cultural resources study was completed for the Camarillo Springs Golf Course Development Project which involved the development of 248 age-restricted single- family homes and recreation center on an existing golf course property, as well as the reconfiguration and renovation of the golf course. The study included a cultural resources records search, archaeological and built environment pedestrian surveys, Native American outreach, an Extended Phase I investigation, Phase II evaluation program, evaluation of the golf course for potential historic significance, and preparation of a report and DPR forms. Role: Architectural Historian.
∗Kenney Street Widening and Pedestrian Improvements Project Cultural Resources Study; County of Ventura Public Works; Ventura County, California. The project consisted of street widening and improvements completed in the vicinity of Rio Real Elementary School in El Rio, an unincorporated area of Ventura County. New sidewalk, and curb and gutter were constructed, and shoulders were widened. The project had Caltrans oversight and was subject to compliance with Section 106 of the NHPA. A cultural resources assessment was conducted, which included delineation of an Area of Potential Effects (APE), a cultural resources records search, Native American and local interested party consultation, a field survey, archival research, evaluation of several properties adjacent to the APE for historical significance, and preparation of an Archaeological Survey Report, Historical Resources Evaluation Report, Historic Property Survey Report, and DPR 523 series forms. Role:

Architectural Historian.

B-4

Duke CRM Resumes

18 Technology Dr., Ste. 103
Irvine, CA 92618
949-356-6660
www.dukecrm.com

ArchAeology history PAleontology

Curt Duke
President/Principal Archaeologist

Professional Experience: 30 Years
Years with DUKE CRM: 13 Years

Expertise
Cultural Resources Management
California Prehistory
Section 106 Compliance
CEQA Compliance
Native American Consultation

Education
CSU, Fullerton, M.A., Anth, 2006
SDSU, Grad Studies, Anth, 1996/97
UC Santa Cruz, B.A., Anth, 1994

Professional Registrations
RPA, No. 15969
County of Riverside (No. 151)
County of Orange

Professional Memberships
Society for California Archaeology
Society for American Archaeology
Pacific Coast Archaeological Society
Assoc. of Environmental Professionals
Building Industry Association
Summary of Qualifications
Mr. Duke ’s career in cultural resources management spans 3 decades. He meets the Secretary of Interior’s Professional Qualifications Standards for Prehistoric and Historical Archaeology. He also meets Caltrans PQS equivalent as a Principal Investigator for prehistoric archaeology. He received his B.A. in Anthropology in 1994 from the University of California, Santa Cruz, and his M.A. in Anthropology in 2006 from California State University, Fullerton. His M.A. thesis focused on prehistoric mortuary analysis in southern California. Curt is well-versed in the application of Section 106 of the NHPA, NEPA, and CEQA on a variety of projects across many market sectors . He has conducted/managed more than 3,500 cultural/ paleontological resource projects for various clients primarily in California, as well as Nevada and Arizona. Mr. Duke has completed projects in all phases of archaeology: Ph. I Survey, XPI Survey, Buried Site s Testing, Archaeological Sensitivity Assessments, Ph. II Testing, Ph.

III Data Recovery, Ph . IV Monitoring, and Native American consultation assistance. His project responsibilities primarily include overseeing archaeological, historic al, and paleontological studies, ensuring that the quality of analysis and reporting meets or exceeds appropriate local, state, and federal standards. His positive, solution-
oriented attitude makes him more than just an
archaeologist, he brings value to any team in the way he seeks for positive outcomes.

Selected Project Experience

East La ke Specific Plan, Lake Elsinore, 2016 -2017. DUKE CRM conducted a cultural resources assessment for the 3,000-acre East Lake Specific Plan. The cultural resources assessment included a record search, archival research, a reconnaissance survey for archaeological resources, and Native American consultation support for the City’s AB-52 and SB-18 requirements. Twenty-two cultural resources are known to exist within the Specific Plan area, one of which is a Traditional Cultural Property (TCP), Lake Elsinore itself (Primary No. 33-11009). Through consultation with the Pechanga Band of Luiseño Indians it was determined that while this resource is a sacred and significant Tribal Cultural Resource (TCR). This work was completed in compliance with CEQA.

DUKe cUltUrAl resoUrces MAnAgeMent Page 2 of 2

ArchAeology history PAleontology

Selected Project Experience (cont.)
decided that a more detailed cultural and paleontological resources assessment be conducted, which included a field survey of the entire 50-acre property. The updated assessment determined the project has an area of low potential for cultural resources and a high potential for paleontological resources. These findings were submitted to the client and to the city of Lake Elsinore.

Lakeside, Temescal Valley, 2014 -2017. DUKE CRM was contracted to provide Phase I and Phase II archaeological services for the 590-acre Lakeside Temescal Valley project. The Phase I study included a records search, field survey, and Native American consultation; and determined that six prehistoric archaeological sites would be physically impacted by the project. Subsequently, a Phase II archaeological excavation was conducted each of these sites, which included the preparation of a research design, mechanica l trenching and hand excavations, laboratory analysis, and a detailed technical report. Five of the six sites were recommended eligible for both the National and California Registers; the sixth site will remain preserved. DUKE CRM assisted with extensive consultation with Native American Tribes and conducted a preliminary ethnographic landscape study.

Murrieta Canyon Academy, Murrieta, 2019. DUKE CRM conducted a records search, archival research, and a field survey for this project. We also assisted in AB52 consultation. The results were provided in a cultural resources/paleontological assessment report. There were no cultural resources within the project.

Vila Borba, Chino Hills, 2013 -present. Role: Project Manager/Principal Archaeologist . DUKE CRM conducted a Phase II excavation of archaeological sites CA- SBR-5285 and SBR-7972/H, as well as Phase III data recovery at site 36-031828, a prehistoric special-use campsite. This work included research, preparation of a research design/work plan, excavation, lab analysis, Native American consultation, and preparing a detailed technical report. The report s were reviewed by the City, ACOE, and SHPO. D UKE CRM also provided archaeological and paleontological monitoring working with Native Americans, the City and the applicant.

San Jacinto General Plan Update, San Jacinto, 2018 -23. Role: Project Manager/Principal Investigator.

DUKE CRM is under contract to provide cultural/ paleontological resource services including research, reconnaissance field survey, Native American consultation under AB -52 and SB -18, conduct a cultural landscape study and prepare a cultural/paleontological assessment report of its findings.

Murrieta Hospitality Commons, 2017-19. DUKE CRM prepared a PRMP and conduct ed archaeological/ paleontological monitoring during the construction of this project. There were no discoveries made and no delays caused by DUKE CRM. DUKE CRM coordinated with Native American monitors. Role: Project Manager/Principal Archaeologist.

Mid County Parkway, Riverside County, CA, 2004-2011. Role: Task Manager/ Principal Archaeologist. The studies for the Mid County Parkway project included a 32-mile corridor (from Interstate 15 to State Route 79) in western Riverside County. The archaeological survey covered 3,680 acres and identified 91 arc haeological sites. An extended Phase I survey (limited excavation) was conducted at 79 of the sites. Ultimately Phase II excavations were conducted at eight of the sites. Four archaeological sites were de termined eligible for the National Register. A built environment historic resources survey was conducted and one historic dairy was determined eligible for the National Register. This project included extensive consultation with Indian Tribes.

All work was conducted in compliance with Section 106 of the NHPA, NEPA, and CEQA. FHWA, Caltrans, and RCTC were the lead agencies and Jacobs Engineering was the lead engineering firm under contract to RCTC. Work was completed while with another employer.

18 Technology Drive, #103
Irvine, CA 92618
949-356-6660
www.dukecrm.com

ArchAeology history PAleontology

Brian Glenn
Principal Investigator/Archaeologist

Professional Experience: 30 Years
Years at DUKE CRM: 4 Years

Expertise
Cultural Resources Management
California Prehistory
Section106 & CEQA Compliance
Native American Consultation
Database (Collections) Management

Education
UCLA , M.A. Anthropology, 1991
UCSB, B.A., Anthropology, 1986
UCSB, B.A., Geography, 1986
San Diego Mesa College, GIS Cert., 2010

Professional Registrations
RPA, No. 989903
County of Riverside

Professional Memberships
Society for California Archaeology
Society for American Archaeology
San Diego County Archaeological Society
President, 1999

Summary of Qualifications
Mr. Glenn has worked on hundreds of cultural resources management projects over his 30 year career. This includes projects throughout California in compliance with Section 106 of the National Historic Preservation Act (NHPA) and California Environmental Quality Act (CEQA). He is listed on the RPA and meets the Secretary of Interior Standards for Principal Investigator.

His recent experience includes cultural resources surveys and studies for clients such as the Los Angeles Department of Water and Power, Metropolitan Transit Authority, and La Plaza Foundation. His responsibilities have included the preparation of technical reports (assessment, evaluation, and mitigation), cultural resources management plans and EIS/EIR sections, as well as archaeological monitoring. He has training and significant experience in lithic, faunal, typological and spatial analyses, as well as obsidian source and hydration studies. He has identified, evaluated, and investigated historic era resources from a 1792 Spanish gun emplacement on Ballast Point overlook San Diego Bay to late 19th to mid -20th centu
ry household and commercial
deposits. Mr. Glenn received B.A. degrees in Geography and Anthropology from UC, Santa Barbara and an M.A. in Archaeology from UCLA. During his graduate work at UCLA, he was acting coordinator of the SCCIC (CHRIS).

Selected Project Experience

Wasson Canyon Road Mixed Use Project, Lake Elsinore,
2022-2023 DUKE CRM was contracted to conduct a due diligence report for cultural and paleontological resources for the Wasson Canyon Road project. Research conducted during the due diligence effort led to a finding of moderate potential for finding cultural resources and an undetermined sensitivity for paleontological resources.  Due to the sensitivity of Lake Elsinore itself, it was decided that a more detailed cultural and paleontological resources assessment be conducted, which included a field survey of the entire 50-acre property. The updated assessment determined the project has an area of low potential for cultural resources and a high potential for paleontological resources. These findings were submitted to the client and to the city of Lake Elsinore.

Canyon Hills Estates, Lake Elsinore, CA, 2006
Conducted a Phase I cultural resources assessment of a 245 -acre project area in the City of Lake Elsinore that included historic archives review, pedestrian survey and paleontological literature review for Trumark Companies.

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ArchAeology history PAleontology

Selected Project Experience (cont.)

Tessera, Lake Elsinore, 2021. DUKE CRM was under contract to conduct Native American consultation, prepare an Archaeological Resources Monitoring Plan (ARMP), and conduct archaeological and paleontological monitoring during ground disturbing activities. Upon completion of ground disturbing activities and negative findings, a letter report was prepared and submitted. Mr. Glenn prepared negative findings monitoring letter report for a 9.11-acre parcel in the City of Lake Elsinore.

Marlborough Northgate Business Center, Riverside, 2021. DUKE CRM conducted research on cultural resources, Native American scoping, and a field survey. Upon completion of these tasks, a cultural resources report was prepared. DUKE CRM recommended archaeological monitoring during construction activities due to the high sensitivity of historic resources in the area.

San Jacinto General Plan Update, San Jacinto, 2021 -2022. DUKE CRM is under contract to provide cultural/paleontological resource services including research, reconnaissance field survey, Native American consultation under AB-52 and SB-18, conduct a cultural landscape study and prepare a cultural/paleontological assessment report of its findings.

Hwang C-Store Project, City of Victorville, County of San Bernardino, California, 2023 Supervised and reported on Cultural and Paleontological Resources Assessment for HBY, Inc. and the City of Victorville.

Hemet 94 Project, City of Hemet, Riverside County, California, 2023 Supervised and reported on a 94-acre Phase I Cultural and Paleontological Resources Assessment & Historic Era Resource Evaluation for CASC Engineering and Consulting and City of Hemet.

Miles Avenue Bridge Project, Indian Wells, Riverside County, California, 2022 Conducted and reported on cultural resource assessment and below surface testing within the Whitewater River for the City of Indian Wells and the U.S. Army Corps of Engineers.

Channel Redesign Project, Indian Wells, Riverside County, California, 2022 Conducted and reported on cultural resource assessment and below surface testing within the Whitewater River for the City of Indian Wells and the U.S. Army Corps of Engineers.

Eucalyptus HUD Project Riverside County, California, 2022 Prepared a Phase I Cultural Resources Assessment for CASAC Engineering and Consulting and the Housing Authority of the County of Riverside.

Hammock Project, SCE, County of Riverside, CA, 2013
Conducted a cultural resources assessment of a two -mile section of transmission line in anticipation of upgrades.

Corydon St. Blending Project, Carollo Engineers, Lake Elsinore, CA, 2007 Conducted a Phase I cultural resources assessment of an 1,800 foot water replacement line corridor in the City of Lake Elsinore which included historic archives review, pedestrian survey and paleontological literature review for Carollo Engineers.

18 Technology Dr., Ste. 103
Irvine, CA 92618
949-356-6660
www.dukecrm.com

ArchAeology history PAleontology

Brian Kussman
Principal Investigator/Paleontologist

Professional Experience: 30 years
Years with DUKE CRM: 1 Year

Expertise
Paleontology
Fossil Identification
Stratigraphy
Geomorphology

Education
B.A., Earth Science, CSUF, 2018

Professional Registrations

AEP CEQA Basics Training, October
2021

Professional Memberships
South Coast Geologic Society Member
Society of Vertebrate Paleontology
Association of Environmental
Professionals
Summary of Qualifications:

Brian has 30 years of experience conducting paleontological research, field survey, fossil salvage, fossil preparation, laboratory identification, report preparation, and curatorial experience throughout southern California. This includes background research, project proposals and reports, field surveys and monito ring, lab preparation and storage, identification and analysis, and curation of paleontological materials in repositories. Project experience includes housing construction, business construction, highway construction, and public utilities development throughout southern California. He is also responsible for field monitoring, and has assisted with archaeological surveying, monitoring, and the preparation of paleontological monitoring reports.

Selected Project Experience:

I-10 Coachella Valley Pavement Rehabilitation Project, 202 3- Ongoing
DUKE CRM is providing paleontological services for the I -10 Coachella Valley Pavement Rehabilitation Project. Currently, DUKE CRM is conducting paleontological monitoring during ground disturbing activities.

Following the completion of monitoring activities, DUKE CRM will prepare a monitoring report.

I-10 Singleton Road - Add Missing Ramps, Calimesa, CA. 06/2023 – Present. Principal Investigator: DUKE CRM is drafting a combination PIR/PER for this Caltrans project, at the I -10/Singleton Road exit immediately south of Calimesa, California along the I-10 right of way. Tasks conducted include a paleontological resources records search, field survey, impacts analysis, and recommendations for mitigation measures. DUKE CRM was contracted by VCS Environmental to prepare this document.

This project is expected to be completed in early 2024.

I-10 Highland Springs, Banning, CA. 06/2023 – Present, Principal Investigator: DUKE CRM is under contract to provide Archaeological and Paleontological Resources for the project. The proposed project improvements will be subject to compliance with Section 106 of the National Historic Preservation Act and CEQA. DUKE CRM will conduct a Cultural records search, Native American Consultation, prepare and APE map, ASR, and HSPR.

I-5 Santa Clarita, Santa Clarita, CA. 06/2023 - Present Principal Investigator: DUKE CRM is under contract to provide Archaeological and Paleontological monitoring.

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I-215 University Parkway Interchange Improvement Project, San Bernardino Co., CA. 2022-2023 Paleontologist: The I-215/University Parkway Interchange Improvement Project involves 15.35 acres on I- 215, between MP 11.35 and MP 11.95. Improvement of this intersection will aid in decreasing traffic volume in the area. Description of Tasks Performed: As part of VCS’ SBCTA On-Call Contract, Mr. Kussman compiled a Paleontological Monitoring Plan (PMP) for the San Bernardino County Transportation Authority (SBCTA) to protect any onsite paleontological materials during the grading and construction process. A paleontological record search as well as a review of local research was conducted for the background of the PMP . The construction parameters were closely reviewed due to small, localized changes to the geology of the subject project that will impact the sensitivity to paleontology.

State Route 210 Mixed Flow Lane Addition from Highland Avenue to San Bernardino Avenue Project, Cities of Highland, San Bernardino, and Redlands, C A The San Bernardino County Transportation Authority (SBCTA), in cooperation with the California Department of Transportation (Caltrans) District 8 and the City of Highland, proposes to widen State Route 210 (SR -210) from Sterling Avenue to San Bernardino Avenue in the cities of Highland, San Bernardino, and Redlands, as well as a portion of unincorporated San Bernardino County, California. Brian monitored excavations into native alluvium for five new bridge foundations. Excavations took place along a several mile section of SR-210 in Highland, California.

I-215 University Parkway Improvement Project, San Bernardino, CA The proposed project will improve traffic flow through this exit adjacent t o California State University, San Bernardino. Brian compiled a Paleontological Monitoring Plan (PMP) for the San Bernardino County Transportation Authority (SBCTA) to protect any onsite fossiliferous material during the grading and construction process.

Summerly Project, Lake Elsinore, CA The Summerly Project is a 706-acre community in the Lake Elsinore Back Basin, south of the lake. This project included grading for a drainage channel, a large sewer line, the subsequent residential development, and a 71-acre detention basin which required paleontological monitors on the project and ensured that any discovery paleontological resources was handled appropriately. A large, important assemblage of Pleistocene fossils (bison, camel, mammoth, etc.) was recovere d from the lake sediments and curated at the Western Science Center in Hemet. Brian identified fossil remains during salvage excavation efforts to prevent damage to them and adjacent fossils not yet uncovered.

Tierra Del Sol Benton Parcel, Riverside County, CA The 16.6-acre project site is located approximately 1.2 miles east of the City of Murrieta and approximately 2.8 miles north of the City of Temecula. Brian conducted paleontological and cultural resources monitoring during the initial ground disturbances through to completion of mass excavation. A small collection of Pleistocene fossils was recovered, and later Brian identified the resources prior to drafting the final monitoring report.

Mclaughlin Village Tract 26937, Menifee, CA McLaughlin Village proposes the development of a subdivision of approximately 14.76 acres into 126 single -family, detached townhome units. The subdivision also creates allocated areas for recreational open space, open space/entry monuments, 416 parking spaces, and landscaping. Brian is providing archaeological and paleontological monitoring.

Diaz Road, Temecula, CA The project site consists of 7.23 acres and is located at 27635 Diaz Road within Heirloom Farms/Harveston Cultural Resources Monitoring, Temecula , CA .

The project consists of a Development Plan to allow for the construction of a 321- unit, single-family residential community built on 27.86 acres consisting of detached homes and attached townhomes and a Tentative Tract Map (TTM 37509) for the creation of 111 single family residential lots, 31 condominium lots and 9 open space lots. VCS provided archaeological and paleontological resources monitoring, Tribal Coordination to develop a Monitoring Agreement with Pechanga, Sensitivity Training at the pre-grade meeting, preparation of a Cultural Resources Treatment Plan, and a Phase IV Negative Findings Monitoring Report. Brian provided paleontological and cultural resources monitoring during mass excavation on this project.

18 Technology Dr., Ste. 103
Irvine, CA 92618
949-356-6660
www.dukecrm.com

ArchAeology history PAleontology

Dana E. Supernowicz
Architectural Historian

Years of Experience: 48 Years
Years at DUKE CRM: 9 Years

Expertise
Cultural Resources Management
History/Architectural History
Historical Archaeology
Section 106 Compliance
CEQA Compliance
Native American Consultation

Education
CSU, Sacramento, M.A., History, 1983
UC Irvine, BA, Social Ecology/Planning 1978
Orange Coast College, Anthropology, 1976

Professional Memberships
Society for California Archaeology
Society for Historical Archaeology
National Trust for Historic Preservation
Victorian Society

Professional Registrations
Register of Professional Archaeologists 989977

Summary of Qualifications
Mr. Supernowicz worked for the California State Historic Preservation Officer (SHPO) as a staff reviewer in the Section 106 unit. During his tenure with the SHPO, Supernowicz assisted in the development of HABS/HAER documentation, PAs,
MOAs, and other agre ement documents, reviewed reports
prepared by over 20 federal agencies, and assisted in planning efforts for the office. Mr. Supernowicz has been professionally involved in the research, documentation, and mitigation of historic districts, sites, buildings and structures since 1976. He has worked for a variety of federal and state agencies, including Caltrans, the Department of Parks and Recreation, National Park Service, and Bureau of Land Management. He was the first full - time historian and historical archaeologist employed by the U.S.

Forest Service in California and served as the first Regional Historian and Zone Historian for California. Mr. Supernowicz has experience both in historical and archaeological studies, both large and small, including those initiated by city and state governments. Mr. Supernowicz served as guest lecturer, UC Davis, Department of Environmental Design and Cosumnes
River College, and has authored and co -authored numerous reports and published articles. Several of those reports fo cused on establishing design guidelines and standards for evaluating historic properties throughout California, including water delivery systems.

Selected Project Experience

Leal Master Plan, Eastvale, 2021 -Present. DUKE CRM was under contract to provide cultural resources services for a 156-acre development projec t. DUKE CRM conducted a records search and field survey. Additionally, during the field survey the three historical buildings located on the property were doc umented and assessed for eligibility under the California Register of Historical Resources (CRHR). The buildings were found to be ineligible and a technical report was prepared outlining these results . Currently, DUKE CRM is conducting paleontological monitoring during ground disturbing activities. Following the completion of monitoring activities, DUKE CRM will prepare a report to the city and the client.

Impact 7G Verizon, 2023-Present.

DUKE CRM conducts cultural resources services for Verizon cell sites throughout California. This work includes record searches at the information centers, field surveys, and preparation of reports which are submitted to the client and State Historic Preservation Office (SHPO).

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Selected Project Experience (Continued)
Philadelphia Street, Industrial Center, Chino, 2021. DUKE CRM was under contract to provide cultural resources services for a 4.6 -acre development project. DUKE CRM conducted a records search and field survey. Additionally, during the field survey a historical building located on the property were documented and assessed for eligibility under the California Register of Historical Resources (CRHR). The building was found to be ineligible and a technical report was prepared outlining these results. Following the completion of the field survey and historical evaluation, a report was prepared stating negative findings during the field survey and submitted to the client.

Impact 7G T-Mobile, 2020-Present.

DUKE CRM has conducted cultural resources services for nearly 250 T-Mobile cell sites throughout California. This work includes record searches at the information centers, field surveys, ESA Phase I field surveys, historical evaluations for properties 50 years or older, and preparation of reports which are submitted to the client and State Historic Preservation Office (SHPO).

Impact 7G AT&T, 2022-Present.

DUKE CRM conducts cultural resources services for AT&T cell sites throughout California. This work includes record searches at the information centers, field surveys, historical evaluations for properties 50 years or older, and preparation of reports which are submitted to the client and State Historic Preservation Office (SHPO).

Mt. Roubidoux Experiment Station and Laboratory, Riverside, CA. 2000 . Prepared for the Natural Resources Conservation Service (NRCS), Davis, CA. Mr. Supernowicz conducted a Cultural Resources Study of the Secondo Farm, 20985 Buena Vista Road, Salinas, Monterey County, California.

Impact 7G, Phelps Hall, U.C. Santa Barbara., Mariposa Project, Santa Barbara, California 2021.

Architectural Historian. Mr. Supernowicz provided a cultural resources study including preparation of a Historical Built Environment Assessment of Phelps Hall within the U.C. Santa Barbara campus.

Sprint West, LLC, Santa Barbara Plaza, 17S Milpas Street, Santa Barbara, 2021 Mr. Supernowicz provided cultural resources services and prepared a Historical Built Environment Assessment including a determination of significance for the NRHP for the Santa Barbara Plaza.

Dune/17 Mile Drive Project, The Lodge at Pebble Beach, Monterey County, CA. 2005 Mr. Supernowicz conducted a Cultural Resources Study for this project.

Historical Context and Archaeological Research Design for Mining Properties in California. 2008 Prepared for California Department of Transportation.

Historical Context and Archaeological Research Design for Agricultural Properties in California. 2007.

Prepared for California Department of Transportation.

Archaeological Study of Guidici Ranch, Feather River Fish Hatchery, 475 Old Hatchery Road, Clio, Plumas County, California.

Cultural Resources Study of the Granada Theatre Project, 1216 State Street, Santa Barbara, Santa Barbara County, California.

Rancho Murieta South: The Proposed Greens Subdivision Archaeological Monitoring Report, Phase I: Pre-Grading Field Survey and Results of the Historic Site Evaluation.

18 Technology Drive, #103
Irvine, CA 92618
949-356-6660
www.dukecrm.com

ArchAeology history PAleontology

Morgan Beigle
Co-Principal Investigator/Archaeologist

Professional Experience: 7 Years
Years with Duke CRM: 4 Years

Expertise
Cultural Resources Management
California Prehistory
Historical Archaeology
Prehistoric Archaeology

Education
California State University, Los Angeles,
M.A. Anthropology, 2019
Agnes Scott College, B.A., Anthropology/
Sociology, 2014

Professional Registrations
RPA, No. 18011

Professional Memberships
Society for California Archaeology
Society for American Archaeology

Certifications
HAZWOPER 40-Hr.

No. 220221520497

Summary of Qualifications
Ms. Beigle attended Agnes Scott College in Decatur, Georgia where she obtained her BA in 2014 in Anthropology/ Sociology and minored in Classics. During her time there, she studied abroad and traveled throughout Turkey where she visited many archaeological sites. Ms. Beigle attended California State University, Los Angeles where she received her MA in Anthropology, emphasis in California Archaeology in 2019. Her thesis focused on crab and sea urchin remains from a Middle Holocene site on San Nicolas Island, California (CA-SNI-40). She has six years of professional experience as a staff archaeologist where she became a Registered Professional Archaeologist and meets the Secretary of Interior Standards for Principal Investigator. During this time, Ms. Beigle has worked on several cultural resource management projects. This includes projects throughout California in compliance with Section 106 of the National Historic Preservation Act (NHPA) and California Environmental Quality Act (CEQA). She has monitored major infrastructure sites such as Metropolitan Transit Authority and utility projects. M s. Beigle has monitored sites for private commercial and residential developments projects. While monitoring, she identifies historic and prehistoric resources and is cross trained in paleontology. Additionally, her responsibilities have included the preparation of technical reports (assessment, evaluation, and mitigation), cultural resources man agement plans, and project coordination.

Selected Project Experience

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Leal Master Plan, Eastvale, 2021-Present. DUKE CRM was under contract to provide cultural resources services for a 156-acre development project. DUKE CRM conducted a records search and field sur vey. Additionally, during the field survey the three historical buildings located on the property were documented and assessed for eligibility under the California Register of Historical Resources (CRHR). The buildings were found to be ineligible and a technical report was prepared outlining these results. Currently, DUKE CRM is conducting paleontological monitoring during ground disturbing activities. Following the completion of monitoring activities, DUKE CRM will prepare a report to the city and the client.

Menifee Union School District (MUSD) Education Center, 2014, 2023. DUKE CRM provided cultural and paleontological resources services for the Menifee Union School District (MUSD) Education Center property on the northwest corner of Haun Road and Hub Drive, Menifee, Riverside County, California. The work effort was to document efforts made to comply with the CEQA. The cultural and paleontological resources assessment included a records search for cultural resources at the Eastern Information Center (EIC), and a records search for paleontology at the San Bernardino County Museum (SBCM). In addition, a field survey was conducted to identify any cultural and/or paleontological resources. The results were presented in a professional technical report. DUKE CRM worked with the MUSD to turn the project around in an expedited fashion. In 2023, DUKE CRM provided archaeological monitoring during ground disturbing activities. Once ground disturbance was complete, DUKE CRM prepared a negative findings report and submitted it to the client.

Vila Borba Project, Chino Hills, 2021-Present. Role: Field Coordinator. DUKE CRM provided construction monitoring for archaeology and paleontology. In 2013, DUKE CRM conducted a Phase II test excavation of archaeological sites CA-SBR-5285 and CA-SBR-7972/H for CalAtlantic (now Lennar). Between 2016-18 DUKE CRM conducted data recovery archaeological work at a site discovered during construction monitoring.

This work includes research, a research design/work plan, excavation, lab analysis, Native American consultation, archaeological and paleontological and preparing detailed technical reports. The reports will be reviewed by the City, ACOE, and SHPO.

San Jacinto General Plan Update, San Jacinto, 2021-Present. Role: Project Manager/Principal Investigator.

DUKE CRM is under contract to provide cultural/paleontological resource services including research, reconnaissance field survey, Native American consultation under AB-52 and SB-18, conduct a cultural landscape study and prepare a cultural/paleontological assessment report of its findings.

Tessera, Lake Elsinore, 2021. DUKE CRM was under contract to conduct Native American consultation, prepare an Archaeological Resources Monitoring Plan (ARMP), and conduct archaeological and paleontological monitoring during ground disturbing activities.  Upon completion of ground disturbing activities and negative findings, a letter report was prepared and submitted.  Mr. Glenn prepared negative findings monitoring letter report for a 9.11-acre parcel in the City of Lake Elsinore.

Division 20 Portal Widening Project, Los Angeles 2021-Ongoing. Role: Project Archaeologist.

The project is located within the existing Division 20 railyard in Downtown Los Angeles. This project will expand the boundaries of the existing tracks and provide additional service tracks for the new Metro Lines.

This work is being conducted in an area original to Los Angeles and therefore is in a high area of sensitivity.

Ms.. Beigle now serves as a project coordinator. She works closely with archaeological monitors to determine construction activities and significance of finds. Ms.. Beigle also prepares the necessary finding forms for ICF and Metro, including DPR forms for isolates and features.

I-5 North Enhancement Project, Valencia, 2022-Ongoing. Role: Archaeologist. DUKE CRM is under contract to conduct paleontological monitoring. Monitoring is being conducted along 8-miles of the I-5 freeway in three different types of sediment. During monitoring, DUKE CRM observed a bivalve fossil. The fossil was removed and construction activities continued without delay.

B-5

ERP Resumes

A Service-Disabled Veteran Owned Small Business
California DBE and DVBE Certified
1752 West Adams Boulevard
Suite 201
Los Angeles, CA 90018-2962
D 213.866.8352 | M 310.569.7280
[email protected]| www.erpinc.com

Keith Cooper
Technical Director
Keith is the Founding Principal at Environmental Review Partners, Inc (ERP), a Service-Disabled Veteran-Owned (SDVOSB) that holds California Disadvantaged Business Enterprise (DBE) and Disabled Veterans Business Enterprise (DVBE) certifications, among other certifications.

Keith's technical expertise encompasses various areas, including criteria pollutant and GHG emissions inventories, air toxics health risk assessments, federal conformity determinations (general and transportation), energy resource studies, and noise impact evaluations. Over the years, he has demonstrated proficiency in preparing comprehensive reports for air quality, noise, and energy studies associated with transportation, public infrastructure, and private development projects.

His in-depth knowledge spans federal and state ambient air quality standards, federal Clean Air Act general conformity determination requirements, local air district rules and regulations, climate change/GHG emissions quantification and evaluation, noise impact evaluation criteria, and energy resources quantification and evaluation. Keith's extensive experience positions him as a valuable resource in navigating the complexities of environmental review requirements.

Selected Project Experience (* Work performed while employed at prior firm) Interstate 15/Nichols Road Interchange Project Preliminary Environmental Analysis Report (PEAR). HDR/City of Lake Elsinore.

Technical Director. This project aims to enhance the Interstate 15/Nichols Road interchange situated within the City of Lake Elsinore, spanning from postmile 22.8 (0.6 miles north of Central Avenue) to postmile 24.5 (2.3 miles south of Lake Street) in Riverside County. Keith is currently undertaking the constraints analysis for the resource areas of air quality and noise as part of this proposed project's preliminary environmental assessment. June 2023 – Ongoing.

Hollister Ranch Coastal Access Programmatic Environmental Impact Report (PEIR). Ascent Environmental/California State Lands Commission. Technical Director. This proposed project would develop coastal access to 8.5 miles of shoreline along the Gaviota Coast, located within the 14,000-acre gated subdivision of Hollister Ranch in Santa Barbara County. The various modes of transportation access to six Hollister Ranch beaches may include shuttle-based access, drive-in access, trail-based access, and bicycle-based access. For this project, Keith is providing quality control and oversight for all aspects of air quality and noise impact modeling and report writing. October 2023 – Ongoing.

Years of Experience: 25
Education
M.B.A., 2019, Mount Saint Mary’s
University, Los Angeles
M.A., 2012, Urban Planning,
University of California, Los
Angeles
B.S., 1999, Business
Administration, California State
University, Dominguez Hills
Specialized Training
Air Quality Permitting and
Enforcement, UCLA Extension,
2012
FHWA Traffic Noise Model 2.5 and
Traffic Noise Fundamentals,
Bowlby & Associates, 2006
Introduction to Transportation Air
Quality Conformity, National
Transit Institute. 2005

Keith Cooper Resume Page 2
Seaport San Diego Project Health Risk Assessment. HDR/1HWY1, LLC. Technical Director. This Project would involve redevelopment of approximately 105 acres of land, including approximately 36.63 acres of land area and approximately 68.5 acres of water area, within the Central Embarcadero of the Port of San Diego. As part of the air quality analysis for the EIR, a health risk assessment (HRA) would be prepared to evaluate potential health risks from exposure to toxic air contaminant (TAC) emissions generated by the Project’s construction and operational activities. Keith developed the scope of work and is providing quality control and oversite for the project. July 2023-Ongoing. * District 8 On-Call Environmental Services Contracts. California Department of Transportation. Air Quality Task Leader. Keith demonstrated proficiency in preparing over a dozen Air Quality Reports, complete with conformity reports and checklists, for diverse transportation improvement projects spanning Riverside and San Bernardino Counties. These projects encompassed interchange improvements, freeway widening, and truck climbing lane initiatives, among others. In his role, Keith played a pivotal role as the air quality technical lead. His responsibilities included conducting transportation conformity determinations, executing analyses for carbon monoxide and particulate (PM10 and PM2.5) hotspot assessments, and evaluating mobile source air toxics for all projects. Keith's expertise contributed significantly to the successful execution of these contracts. May 2008 – February 2021.

I-405 Auxiliary Lane from I-110 (Main Street) to Wilmington Project. HDR/Los Angeles County Metro.

Air Quality and Noise Technical Director. This project aims to enhance traffic flow by introducing an auxiliary lane between interchange on- and off-ramps at five locations along both northbound (NB) and southbound (SB) sections of I-405, spanning from Wilmington Avenue to Main Street. In areas requiring retaining walls, the project incorporates additional widening and strategically positions the walls off the freeway centerline to accommodate the future I-405 Express Lanes project. In his ongoing involvement with this initiative, Keith has played a crucial role. He formulated the scopes of work for the preparation of the Caltrans Air Quality Report (AQR) and Noise Study Report (NSR) documents. Furthermore, Keith is spearheading quality control and oversight for all aspects of air quality and noise impact modeling and report writing. His contributions are integral to the successful completion of this project. September 2023 – Ongoing.
* Los Angeles River Master Plan Program EIR. Los Angeles County Department of Public Works. Air Quality Task Leader. This extensive Master Plan Update encapsulates the entirety of the LA River study corridor, stretching one mile on each side of the river. The corridor traverses through 18 diverse local jurisdictions, comprising 17 cities and unincorporated County areas, as it covers a remarkable 51-mile journey from the Santa Susana Mountains to its termination at the Pacific Ocean in Long Beach. Keith's multifaceted involvement underscores his commitment to ensuring a thorough and meticulous evaluation of the environmental implications associated with this significant project. Keith developed the scope of work and impact evaluation strategy for the crucial areas of air quality, climate change, and energy resources. His expertise extended to providing senior technical oversight for these resource areas. Specifically, Keith's contributions were integral to the preparation of a Program Environmental Impact Report (EIR) that systematically assessed potential effects stemming from the LA River Master Plan Update buildout. April 2020 – January 2021.

A Service-Disabled Veteran Owned Small Business
California DBE and DVBE Certified
1752 West Adams Boulevard
Suite 201
Los Angeles, CA 90018-2962
D 213.866.8356 | M 805.827.3475
[email protected]| www.erpinc.com

Blake Barroso
Senior Technical Analyst
Blake is a Senior Technical Analyst at Environmental Review Partners, Inc (ERP), a Service-Disabled Veteran-Owned (SDVOSB) that holds California Disadvantaged Business Enterprise (DBE) and Disabled Veterans Business Enterprise (DVBE) certifications, among other certifications.

Blake has seven years of experience evaluating air quality, greenhouse gas (GHG) emissions/climate change, and energy resource impacts for projects undergoing CEQA and/or NEPA environmental review. He also has experience conducting noise analyses for transportation and development projects. Blake develops criteria pollutant, GHG, and mobile-source air toxics (MSAT) emissions inventories using emissions modeling tools such as the California Emissions Estimator Model (CalEEMod), the California Air Resources Board’s (CARB) EMission FACtor model (EMFAC) and the Road Construction Emissions Model (RCEM). Blake has extensive experience conducting dispersion modeling using AERMOD to perform health risk assessments and ambient air quality analyses. He is proficient with the suite of tools from CARB's Hotspots Analysis and Reporting Program (HARP). He also has experience conducting field noise measurements, summarizing noise modeling data, estimating construction related noise and using the Federal Highway Administration’s Traffic Noise Model (TNM).

Selected Project Experience (* Work performed while employed at prior firm) Hollister Ranch Coastal Access Programmatic Environmental Impact Report (PEIR). Ascent Environmental/California State Lands Commission.

Lead AQ/GHG/Noise Technical Analyst. This proposed project would develop coastal access to 8.5 miles of shoreline along the Gaviota Coast, located within the 14,000-acre gated subdivision of Hollister Ranch in Santa Barbara County. The various modes of transportation access to six Hollister Ranch beaches may include shuttle-based access, drive-in access, trail-based access, and bicycle-based access. For this project, Blake is the lead technical analyst and principal author of the air quality and noise technical studies.

October 2023 – Ongoing.

Maritime Clean Air Strategy (MCAS) Health Risk Assessment. Ascent Environmental/Port of San Diego.

HRA Technical Lead. This project aims to assess potential health impacts associated with diesel particulate matter (DPM) exposure from cargo-related activities at the Tenth Avenue Marine Terminal (TAMT) and National City Marine Terminal (NCMT) within the Port of San Diego. The Health Risk Assessment (HRA) focuses on evaluating both cancer and non-cancer health risks to nearby communities resulting from DPM generated by various sources like ocean-going vessels, tugs, cargo handling equipment, and trucks. As part of the MCAS, emission reduction measures were proposed for multiple port sources, including vessels, cargo handling equipment, and trucks. The HRA, led by Blake, aimed to

Years of Experience: 7
Education
M.S., 2016, Civil Engineering,
University of Washington
B.S., 2012, Environmental Science,
California Lutheran University
Specialized Training
FHWA Traffic Noise Model 2.5 and
Traffic Noise Fundamentals,
Bowlby & Associates, 2023
Environmental Noise,
Measurement, Modeling &
Evaluation Seminar, Navcon
Engineering Network, 2022
MM-203 Health Risk Assessments:

Intermediate, California Air
Resources Board, 2018

Blake Barroso Resume Page 2
gauge changes in health risks under different scenarios, comparing baseline conditions with the implementation of these emission reduction measures. Blake prepared all dispersion modeling and health risk calculations, contributing extensively to the HRA Report. Additionally, Blake generated contour maps illustrating cancer risk levels in the surrounding communities. Blake's involvement extended beyond technical analysis; he collaborated with the San Diego County APCD and the California ARB. This collaboration included discussions on modeling approaches, results, and coordination for presenting and communicating health risk findings to stakeholders. January 2022-Ongoing.

Seaport San Diego Project Health Risk Assessment. HDR/ 1HWY1, LLC. HRA Technical Lead. The Project would involve redevelopment of approximately 105 acres of land, including approximately 36.63 acres of land area and approximately 68.5 acres of water area, within the Central Embarcadero of the Port of San Diego. As part of the air quality analysis for the EIR, a health risk assessment (HRA) would be prepared to evaluate potential health risks from exposure to toxic air contaminant (TAC) emissions generated by the Project’s construction and operational activities. Blake is leading the dispersion modeling and health risk calculations for the project. July 2023-Ongoing. * San Diego Gas and Electric (SDG&E) Artesian 230kV Substation Expansion Project. San Diego Gas & Electric. AQ Technical Specialist. Blake led health risk modeling efforts for the project which included expanding and rebuilding the existing 230 kV Artesian Substation, which would include the construction of a new 230 kV transmission line. Construction of the project would generate DPM emissions from operation of offroad equipment and heavy-duty trucks. He prepared an HRA which evaluated cancer risk and non-cancer risks from exposure to DPM. The HRA was conducted using AERSCREEN, a screening air dispersion screening model used to determine concentrations of DPM at residential receptors and school receptors (staff and students) in the project vicinity. April 2017 – June 2017.

I-405 Auxiliary Lane from I-110 (Main Street) to Wilmington Project. HDR/Los Angeles County Metro.

Air Quality and Noise Technical Analyst. This project aims to enhance traffic flow by introducing an auxiliary lane between interchange on- and off-ramps at five locations along both northbound (NB) and southbound (SB) sections of I-405, spanning from Wilmington Avenue to Main Street. In areas requiring retaining walls, the project incorporates additional widening and strategically positions the walls off the freeway centerline to accommodate the future I-405 Express Lanes project. In his ongoing involvement with this initiative, Blake has played a crucial role. He assisted with development of scopes of work for the preparation of the Caltrans Air Quality Report (AQR) and Noise Study Report (NSR) documents.

Furthermore, Blake is the lead technical analyst and principal author of the AQR and NSR. His contributions are integral to the successful completion of this project. September 2023 – Ongoing. * Inglewood Basketball and Entertainment Center. City of Inglewood. AQ Technical Lead and Noise Technical Assistant. Blake led air quality and GHG modeling efforts for the development of a state-of- the-art basketball facility to be the new home of the Los Angeles Clippers, as well as other events such as concerts and corporate events. He estimated construction and operational emissions of criteria pollutants, GHGs, and toxic air contaminants (TACs) using CalEEMod and EMFAC2017. Emissions estimates were used for evaluating regional impacts and incorporated into the project’s health risk assessments (HRA) and ambient air quality analysis. HRAs were conducted for the project to evlauate impacts of diesel particulate matter (DPM) and other TACs from construction and operational activities.

Blake also conducted an ambient air quality analysis which evaluated the impacts of of local criteria pollutant emissions from construction and operations of the project. Blake also assisted with conducting noise measurements for nighttime ambient noise levels. February 2019 – November 2019.

B-6

A/E Tech Resumes

1 For over 30 years, Farshad Farhang has managed noise/vibration studies and performed technical noise work in the infrastructure and environmental sectors. Mr. Farhang is experienced in many facets of the acoustics field, including environmental and transportation noise and vibration measurement, analysis, and control. In his many years of practice, M r. F arhang has performed work on hundreds of projects such as transportation projects, including rail and transit, streets and highways, civilian airports, military bases; municipal projects, including schools, parks, streets, water treatment projects; private development projects, including residential and commercial developments, and many others. Mr. Farhang is fully familiar with noise requirements under NEPA and C EQ A for project environmental clearance and approval. His experience and expertise have enabled Mr. Farhang to ensure that the studies he conducts result in full compliance with local, state, and federal regulations, as needed.

Experience
Sepulveda Transit Corridor – Los Angeles , CA : Noise and V ibration Lead; currently leading the noise and vibration studies for the environmental documentation, under C E Q A and NE PA , of an approximately 1 6- mile transit project connecting the San Fernando V alley to West Los A ngeles.

The project alternatives include subterranean tunnels and aerial guideways, with transit modes including a mix of light rail vehicles, monorail, and electric buses. The noise and vibration impact assessments are being performed in accordance with Federal Transit A dministration (FTA ) procedures, and identify potential mitigation measures for each project alternative.

I-10/Wildwood Canyon Road Interchange – Yucaipa , CA :

Noise Lead; currently conducting the noise study for this interchange improvement project in Yu c a i p a, California. The work includes coordination with C altrans to identify noise monitoring and modeling locations, onsite traffic noise measurements, noise modeling using the FHWA Traffic Noise Model (TNM), and noise study report submittal to C altrans for review and approval.

La Estrada Road Extension – Lake Elsinore, CA : Noise Lead; Prepared the noise write-up for inclusion in the environmental document for the proposed extension of La Estrada Road in the City of Lake Elsinore. The noise write-up addressed construction and operations noise as well as recommendations for future noise studies to be conducted for the project.

I-15/SR -74 Interchange Im provement – Lake Elsinore, CA :

Noise Lead; Conducted the noise study for this interchange improvement project in Lake Elsinore, C alifornia. The work includes coordination with C altrans to identify noise monitoring and modeling locations, onsite traffic noise measurements, noise modeling using the FHWA Traffic Noise Model (TNM), and report submittal to C altrans for review and approval.

Farshad Farhang, INCE – A/E Tech LLC
Principal/President

EDUCATION
1994/MBA/Business
Administration/California
State University, Fresno
1986/BS/Electrical
Engineering/California
State University, Fresno

PROFESSIONAL

AFFILIATIONS
• Institute of Noise
Control Engineering
• Acoustical Society of
America

EXPERIENCE
With Firm for 11 years; with
other firms for 23 years

TOTAL YEARS OF
EXPERIENCE: 34

2 Farshad Farhang
(Continued)
Home Sweet Home Mixed-Use Project – Lake Elsinore, CA:

Noise Study Lead; C onducted a detailed noise study for this mixed-use development, including 40 condominium duplex units and seven single family homes, a hotel, and a restaurant in the C ity of Lake Elsinore. The noise study included assessment of construction and traffic noise impacts from the project on the neighboring community, and evaluation of traffic noise from the adjoining arterial roadway on the project. The noise evaluation also included prediction of future traffic noise within the development and assessment of outdoor-to-indoor noise based on proposed architectural plans.

Mission Trail Apartments – Lake Elsinore, CA: Noise Study Author; Conducted a detailed noise study for this 81-unit affordable apartment complex in the City of Lake Elsinore. The noise study included assessment of construction and traffic noise impacts from the project on the neighboring community, and evaluation of traffic noise from the adjoining arterial roadway on the project. The noise study included assessment of outdoor-to-indoor noise based on proposed architectural plans, and recommendation of revisions to building components to ensure compliance with applicable indoor noise criteria.

East Lake Specific Plan EIR – Lake Elsinore, CA: Noise Study Author; Prepared a noise study report for specific plan of a 2950-acre area of the City of Lake Elsinore in Riverside County. The noise study entailed measurements of existing noise conditions, characterization of transportation, commercial, and noise-intensive land uses, and assessment of future noise environment throughout this area of the City.

Jamboree/Barranca Intersection Improvements – Irvine,
CA:

Noise Lead; Conducted the traffic noise study for this roadway intersection improvement project. The work included coordination with the project civil engineer to identify noise monitoring and modeling locations, onsite traffic noise measurements, noise modeling using the TNM, and report submittal to the City of Irvine for inclusion in the environmental documentation and approval.

Jurupa Road Grade Separation Project – Jurupa Valley, CA:

Noise Lead; C onducted the noise study for this grade separation project that will depress Jurupa Road underneath the Union Pacific Railroad tracks and V an Buren Boulevard in the C ity of Jurupa V alley. The project will improve mobility and safety at this local intersection. The noise study included traffic and railroad noise measurements and roadway traffic noise modeling using the F HW A TN M to evaluate the existing and post-project noise environments, and analyze potential noise impacts at noise-sensitive locations in the project environs.

Los Angeles Metro I-605 Corridor Improvement Project –
Whittier, La Puente, Baldwin Park, El Monte, CA: Noise
Modeler; C onducted detailed traffic noise modeling for three build alternatives of this highway improvement project along Interstate 605 north of Interstate 60, stretching up to and along the Interstate 1 0. Noise modeling was conducted using t h e FHWA TNM an d involved analysis of multiple soundwalls along the project corridor in accordance with Caltrans feasibility and reasonableness requirements.

C-1

Attachment C – Key Staff Rates

Name 2024 2025
Angie Kung 199.65$ 199.65$
Sarah Barrera 134.79$ 134.79$
Natalie Brim 130.87$ 130.87$
Farshad Farhang 223.00$ 223.00$
Keith Cooper 215.00$ 225.00$
Blake Barroso 170.00$ 178.00$
Curt Duke 260.00$ 260.00$
Brian Kussman 170.00$ 170.00$
Brian Glenn 170.00$ 170.00$
Dana Supernowicz 170.00$ 170.00$
Morgan Beigle 120.00$ 120.00$
Dr. Tiffany Clark $226.00 $232.78
Nick Hearth, MA, RPA $207.00 $213.21
Roberta Thomas, MA, RPA $189.00 $194.67
Mathew Carson, MS $189.00 $194.67
Dr. Sarah Rieboldt $158.00 $162.74
Debi Howell-Ardilla, MHP $207.00 $213.21
Susan Zamudio-Gurrola, MHP $158.00 $162.74
SWCA Environmental Consultants
2024/2025 Rates
EGP Consulting
AE Tech
ERP
Duke CRM

7)
Annual Progress Report on the Lake Elsinore General Plan and Housing Element for Calendar Year 2023
Receive and File the City’s Annual General Plan and Housing Element Progress Report for Calendar Year 2023 and acknowledge submittal of the Housing Element portion of the Annual Report and direct staff to transmit the remainder of the General Plan 2023 Annual Progress Report to Department of Housing and Community Development (HCD) and the Governor's Office of Planning and Research (OPR).

Page 1 of 2 ends

Lake Elsinore City CouncilApril 23, 2024

Lake Elsinore City Council
April 23, 2024