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Agenda packet

Milpitas City Council
October 1, 2024

Document
Agenda packet
Meeting
October 1, 2024
Body
Milpitas City Council
Pages
496
Original file
60.4 MB
Text extracted from the city's file for reading and search. Open the original on milpitasca.api.civicclerk.com. That file is the official record.

October 1, 2024 Milpitas City Council Agenda Page 1

REGULAR MEETING OF THE MILPITAS

CITY COUNCIL
AGENDA
TUESDAY, OCTOBER 1, 2024
CITY COUNCIL CHAMBER, 455 E. CALAVERAS BLVD, MILPITAS, CA 5:30 PM (CLOSED SESSION)
7:00 PM (PUBLIC BUSINESS)
For assistance in the following languages, you may call:

Đối với Việt Nam, gọi 408-586-2400
Para sa Tagalog, tumawag sa 408-586-3051
Para español, llame 408-586-3072
* To access written translation during the meeting, scan the QR Code.

The City Council meeting is held in the City Council Chamber at City Hall, 455 E. Calaveras Blvd., Milpitas and via teleconference/Zoom webinar.

You may watch the Council meeting without providing public comment by accessing it via links here.

Meeting shall be livestreamed - Go to:

Facebook: https://www.facebook.com/CityofMilpitas/
YouTube: https://www.milpitas.gov/youtube
Web Streaming: https://www.milpitas.gov/webstreaming

PUBLIC COMMENT INSTRUCTIONS
Oral public comments may only be provided live during the City Council meeting in person, unless the City Council approves remote public comment. All comments provided shall be limited to three minutes or less as determined by the Mayor. All members of the public will be limited to one comment per agenda item, and one comment for non-agenda items. Members of the public may submit written comments by email to [email protected] The meeting will be streamed via Zoom for viewing purposes only unless the City Council approves remote public comment. To watch via Zoom, please register at:
https://ci-milpitas-ca-gov.zoom.us/webinar/register/WN_LCPzqApbTtaW9rEh6fmYEA NOTE: If a member of the public wishes to share any presentation materials for Council consideration, they must be submitted to the Clerk’s Office by email to [email protected] by 12:00 p.m. on the day of the meeting. No presentations will be accepted in person in the Council Chambers.

MILPITAS CITY COUNCIL CODE OF CONDUCT
•Be respectful and courteous (words, tone, and body language). •Model civility.
•Avoid surprises.
•Praise publicly and criticize privately.
•Focus on the issue, not the person.
•Refrain from using electronic devices while on the Council dais. •Disclose conflicts of interest and affiliations related to agenda items. •Separate governing from campaigning.
•The Council speaks with one voice after making policy on issues. •Respect the line between policy and administration.
•Council will hold one another accountable to comply with this Code of Conduct.

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October 1, 2024 Milpitas City Council Agenda Page 2
CALL MEETING TO ORDER by Mayor and ROLL CALL by City Clerk (6:00 PM)

ADJOURN TO CLOSED SESSION
(a) CONFERENCE WITH LABOR NEGOTIATORS
Pursuant to Government Code Section 54957.6
Agency designated representative: Rick Bolanos, LCW
Bargaining unit: LIUNA, UPEC (Pro-Tech, MEA, MidCon), IAFF, MPOA (b) CONFERENCE WITH LEGAL COUNSEL - Existing Litigation Existing Litigation Pursuant to Government Code § 54956.9(d)(2) In the Matter of McHarris vs. City of Milpitas, Superior Court of California, County of Santa Clara, Case No. 23CV427505
City as Defendant
CLOSED SESSION ANNOUNCEMENT:

Report on action taken in Closed Session, if required per Government Code Section 54957.1, including the vote or abstention of each member present.

PLEDGE OF ALLEGIANCE
INVOCATION (Mayor Montano)
PRESENTATIONS (7:05 PM)
● Fire Prevention Week - October 6-12 (Proclamation)
● Indigenous Peoples' Day - October 14 (Proclamation)
● Hindu American Awareness and Appreciation Month (Proclamation) ● California Clean Air Day (Proclamation)
● Youth Essay Contest Certificates
PUBLIC FORUM (7:20 PM)
Members of the public are invited to speak on any item that does not appear on today’s agenda. Comments will be limited to three minutes or less at the Mayor’s discretion. When called to speak, you are encouraged to state your name for the record.

As an item not listed on the agenda, no action can be taken, however the City Council may instruct the City Manager to place the item on a future meeting agenda.

ANNOUNCEMENT OF CONFLICT OF INTEREST AND CAMPAIGN CONTRIBUTIONS

READING OF THE CITY COUNCIL CODE OF CONDUCT

APPROVAL OF AGENDA
CONSENT CALENDAR (7:25 PM)
Consent calendar items are considered to be routine and will be considered for adoption by one motion. There will be no separate discussion of these items unless a City Councilmember, member of the audience or staff requests the Council to remove an item from (or be added to) the consent calendar. Any person desiring to speak on any item on the consent calendar should ask to have that item removed from the consent calendar.

C1. Receive City Council Calendar of Meetings for October 2024 (Staff Contact: Suzanne Guzzetta, City Clerk, 408-586-3001)

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October 1, 2024 Milpitas City Council Agenda Page 3
Recommendation: Receive City Council Calendar of Meetings for October 2024.

C2. Approve City Council Meeting Minutes of September 17, 2024 (Staff Contact: Suzanne Guzzetta, City Clerk, 408-586-3001)
Recommendation: Approve City Council Meeting minutes of September 17, 2024.

C3. Receive the Preview List of Anticipated Items for the Next Regular City Council Meeting (Staff Contact: Suzanne Guzzetta, City Clerk, 408-586-3001)
Recommendation: Receive the list of anticipated agenda items for the next regular City Council meeting.

C4. Receive and Review the List of Agenda Items Requested by City Councilmembers (Staff Contact: Suzanne Guzzetta, City Clerk, 408-586-3001)
Recommendation: Review the list of items that have been requested by City Councilmembers and provide direction to staff as necessary. No substantive discussion about any specific item shall occur and the City Council shall hold all debate about the item until it is scheduled as a full agenda item.

C5. Review and Accept the 2024 Legislative Season Action Report, Including an Update on 2024 State and Federal Earmark Requests (Staff Contact: Matt Cano, Assistant City Manager, 408-586- 3012)
Recommendation: Review and accept the 2024 Legislative Season Action Report, including an update on 2024 State and Federal Earmark Requests.

C6. Approve Travel to Long Beach, CA, for Mayor Carmen Montano and City Manager Ned Thomas to Attend the League of California Cities Annual Conference and Expo to be Held on October 16 – 18, 2024 (Staff Contact: Matt Cano, Assistant City Manager, 408-586-3012) Recommendation: (1) Authorize and approve travel to Long Beach, CA, for Mayor Carmen Montano to attend the League of California Cities Annual Conference and Expo, from October 16 – 18, 2024, for a not-to-exceed amount of $3,000; and (2) Authorize and approve travel to Long Beach, CA, for City Manager Ned Thomas to attend the League of California Cities Annual Conference and Expo, from October 16 – 18, 2024, for a not-to-exceed amount of $3,000.

C7. Adopt a Resolution Approving the FY 2024-25 Development and Storm Impact Fee Schedule (Staff Contact: Luz Cofresí-Howe, Finance Director, 408-586-3111) Recommendation: Item has been taken off calendar.

C8. FY 2023-24 Fourth Quarter Financial Status Report, Fund Balances and Related Budget Actions to Close FY 2023-24 (Staff Contact: Luz Cofresí-Howe, Finance Director, 408-586-3111) Recommendation: (1) Review and accept the FY 2023-24 Quarterly Financial Status Report for the quarter ending June 30, 2024 (unaudited); and (2) Approve related budget actions to close FY 2023-24 C9. Authorize the City of Milpitas to Join with Other Public Agencies as a Shareholder of the California Asset Management Trust (Staff Contact: Luz Cofresí-Howe, Finance Director, 408-586- 3111)
Recommendation: (1) Adopt a resolution for the City of Milpitas to join with other Public Agencies as a Shareholder of the California Asset Management Trust, a Joint Powers Authority, to invest in shares of the Trust; and (2) Authorize the City Manager, the Assistant City Manager and the Finance Director or

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October 1, 2024 Milpitas City Council Agenda Page 4
their designees to execute any required documents, including the California Asset Management Trust Declaration of Trust.

C10. Adopt a Resolution Approving a Site Development Permit and PUD Amendment Permit to Develop a New One-and-a-Half Story Single-Family Residence and to Deviate from the Approved Designs, on a Vacant 1-Acre Lot Located in the R1-H Single-Family Residential Zoning District with a Hillside Combining District at 1327 Terra Vista Court (Staff Contact: Jay Lee, Planning Director, 408-586-3077)
Recommendation: Consider the exemption in accordance with CEQA and adopt a resolution approving Site Development Permit No. SD23-0004 and Planned Unit Development Amendment No. PA24-0001 to allow the development of a new single-family residence at 1327 Terra Vista Court, subject to the attached Conditions of Approval.

C11. Adopt a Resolution to Approve Project Agreement and Specifications and Authorize the City Manager to Execute an Agreement with West Coast Arborists, Inc., for Tree Maintenance Services (Staff Contact: Christian Di Renzo, Public Works Director, 408-586-2602) Recommendation: Adopt a resolution to (1) approve project agreement and specifications; (2) authorize a three-year agreement to the most responsive, responsible proposer, West Coast Arborists, Inc., in an annual not-to-exceed amount of $480,000, for a total not-to-exceed amount of $1,440,000; and (3) authorize the City Manager to execute the agreement with West Coast Arborists, Inc., subject to the annual appropriation of funds.

C12. Authorize the City Manager to Execute the Fee Reimbursement Agreement for Sanitary Sewer Sectional Liner Improvements at the Frontage of the 1355 California Circle Project by Pulte Home Company, LLC (Staff Contact: Christian Di Renzo, Public Works Director, 408-586-2602; and Michael Silveira, City Engineer, 408-586-3303)
Recommendation: (1) Authorize the City Manager to Execute the Fee Reimbursement Agreement for Sanitary Sewer Sectional Liner Improvements at the 1355 California Circle Project by Pulte Home Company, LLC; and (2) Approve budget appropriation in the amount of $551,995.20 to the non- departmental operating budget in the Sewer Infrastructure Fund.

C13. Adopt a Resolution Authorizing the Purchase of a Cleaning and Excavation Truck from Owen’s Equipment through a Sourcewell Cooperative Purchase Agreement (Staff Contact: Christian Di Renzo, Public Works Director, 408-586-2602)
Recommendation: Adopt a resolution authorizing the purchase of a cleaning and excavation truck for the Public Works Department from Owen’s Equipment through a Sourcewell Cooperative Purchase Agreement in an amount not-to-exceed $677,713.

C14. Receive an Update on the Security Improvements at the McCarthy Ranch Sewer Lift Station (Main Lift) and Determine that the Condition Continues to Constitute an Emergency (Staff Contact: Christian Di Renzo, Public Works Director, 408-586-2602) Recommendation: (1) Receive an update on the security improvements at the McCarthy Ranch Sewer Lift Station; and (2) Determine by a four-fifths vote that the condition continues to constitute an emergency.

COMMUNITY DEVELOPMENT (7:30 PM)

15. Receive a Progress Report and Provide Feedback to Staff on Topics and Policy Considerations Related to Phase 2 of the Comprehensive Zoning Ordinance Update (Staff Contact: Jay Lee,

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October 1, 2024 Milpitas City Council Agenda Page 5
Planning Director, 408-586-3077; and Holly Pearson, Senior Special Projects Associate, 408-609- 0072)
Recommendation: Receive a progress report on work completed to date on Phase 2 of the Comprehensive Zoning Ordinance Update and provide feedback to staff on key issues and policy considerations for Phase 2 of the zoning update work.

ANNOUNCEMENTS AND FUTURE AGENDA ITEMS (8:30 PM)
Members of the City Council or City Manager may make brief announcements at this time. Members of the City Council may also suggest future agenda items. For future agenda items, the City Council shall not debate the topic or engage in discussion but shall simply state a “yes” or “no” as whether to move the item forward. If a majority of the City Council agrees to move the item forward, the City Manager shall place the item on a future agenda.

ADJOURNMENT (8:35 PM)

KNOW YOUR RIGHTS UNDER THE OPEN GOVERNMENT ORDINANCE
Government’s duty is to serve the public, reaching its decisions in full view of the public. Commissions and other City agencies exist to conduct the people’s business. This ordinance assures that deliberations are conducted before the people and City operations are open to the people’s review. For more information on your rights under the Open Government Ordinance or to report a violation, contact the City Attorney’s office at Milpitas City Hall, 455 E. Calaveras Blvd., Milpitas, CA 95035 e-mail:[email protected] / Phone: 408-586-3040 The Open Government Ordinance is codified in the Milpitas Municipal Code as Title I Chapter 310 and is available online at the City’s website www.milpitas.gov by selecting the Milpitas Municipal Code link.

Materials related to an item on this agenda submitted to the City Council after initial distribution of the agenda packet are available for public inspection at the City Clerk’s office at Milpitas City Hall, 3rd floor 455 E. Calaveras Blvd., Milpitas and on City website. City Council agendas and related materials can be viewed online: www.milpitas.gov/government/council/agenda_minutes.asp (select meeting date)

APPLY TO SERVE ON A CITY COMMISSION
Commission application forms are available online at www.milpitas.gov or at Milpitas City Hall.

Contact the City Clerk’s Office at 408-586-3001 for more information.

If you need assistance, per the Americans with Disabilities Act, for any City of Milpitas public meeting, please call the City Clerk at 408-586-3001 or send an e-mail to [email protected] prior to the meeting. You may request a larger font agenda.

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MILPITAS CITY COUNCIL CALENDAR
October 2024
Sunday Monday Tuesday Wednesday Thursday Friday Saturday 1 6:00 PM-Closed Session
7:00 PM-City Council
2 1:00 PM-Santa Clara VTA Monthly
Briefing - Northeast Group (CM)
(Virtual)
5:30 PM-Veterans Commission (CM)
7:00 PM- Community Housing
Commission (EC)
3 5:30 PM-Santa Clara VTA Board of
Directors (CM)
4 9:00 AM to 2:30 PM-8th Annual
Manufacturing Day Event (McCarthy
Blvd. area) (CM, morning) (HL,
afternoon)
5 6 7
7:00 PM-Parks, Recreation & Cultural
Resources Commission (HL)
8 9
7:00 PM-Silicon Valley Clean Energy
Board of Directors (EC) (Cupertino)
7:00 PM-Planning Commission
10 4:00 PM-Treatment Plant Advisory
Committee (CM) (San Jose)
4:00 PM-Santa Clara VTA Policy
Advisory Committee (EC)
5:30 PM-CASCC Legislative Action
Committee (Los Altos) (CM)
6:00 PM-Youth Advisory Commission
(HL)
7:00 PM-Cities Assoc of SCC Board of
Directors (CM) (Los Altos)
11 9:00 AM-Valley Water Summit (CM)
(Santa Clara)
4:00 PM-City/School Collaborative
Subcommittee (CM/EC) (City Hall)
12 13 14
4:30 PM-Economic Development and
Trade Commission (CM)
15 6:00 PM-Closed Session
7:00 PM-City Council
16 6:00 PM-Energy and Environmental
Sustainability Commission (EC)
17 18 19
20 21
7:00 PM-Science, Technology, and
Innovation Commission (GB)
22 1:30 PM-Senior Advisory Commission
(CM)
5:30 PM-Place Holder for a Special
City Council Meeting (Approved on
Nov 2023 Council meeting)
23 12:00 PM-Water Commission
Meeting (CM) (San Jose)
5:30 PM-Cities Assoc. of SCC -
Recycling and Waste Reduction
Commission (CM)
7:00 PM-Planning Commission
24 12:00 PM-SCC Library JPA Board
Meeting (CM) (Campbell)
4:00 PM-Transportation
Subcommittee (CM/EC)
25 26
27 28 29 30 31
September 2024

S M T W T F S
1 2 3 4 5 6 7
8 9 10 11 12 13 14
15 16 17 18 19 20 21
22 23 24 25 26 27 28
29 30
November 2024

S M T W T F S
1 2
3 4 5 6 7 8 9
10 11 12 13 14 15 16
17 18 19 20 21 22 23
24 25 26 27 29 29 30

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September 17, 2024 Milpitas City Council Minutes Page 1

REGULAR MEETING OF THE MILPITAS

CITY COUNCIL

MINUTES
TUESDAY, SEPTEMBER 17, 2024
The City Council of the City of Milpitas convened on the regular City Council meeting day in a Regular Meeting of the Milpitas City Council on September 17, 2024, in the City Council Chamber, 455 E. Calaveras Blvd, Milpitas, CA, and via teleconference/Zoom webinar.

CALL MEETING TO ORDER by Mayor and ROLL CALL by City Clerk Mayor Montano called the Regular City Council meeting to order at 6:01 PM. Roll Call was taken by City Clerk Guzzetta.

PRESENT: Mayor Montano, Vice Mayor Chua (6:01 PM), Councilmember Barbadillo (6:02 PM), Councilmember Lien, Councilmember Phan
ABSENT: None
Assistant City Attorney Creech briefed the City Council on the items for Closed Session.

The City Council adjourned to Closed Session at 6:02 PM.

ADJOURN TO CLOSED SESSION
(a) CONFERENCE WITH LEGAL COUNSEL - Anticipated Litigation Anticipated Litigation Pursuant to Government Code § 54956.9(d)(4) City as Plaintiff
CLOSED SESSION ANNOUNCEMENT:

The City Council reconvened at 7:12 PM.

Assistant City Attorney Creech reported that the City Council directed the initiation of an action under Government Code Section 54957.1(a), with specifics to be disclosed upon formal commencement, unless doing so jeopardizes legal proceedings or settlement negotiations.

PLEDGE OF ALLEGIANCE
Councilmember Lien led the pledge of allegiance.

INVOCATION
Councilmember Phan provided the invocation.

PRESENTATIONS
Mayor Montano commended Dr. Ramesh Japra and indicated a key to the city would be provided in the near future.

PUBLIC FORUM
There were the following public speakers:

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September 17, 2024 Milpitas City Council Minutes Page 2

1. Paul Horsager

2. Jean R

3. Laurie Matthews

4. Alicia S.

5. Eric Matthews

6. Sue

7. Dennis Jamison

8. Voltaire Montemayor

ANNOUNCEMENT OF CONFLICT OF INTEREST AND CAMPAIGN CONTRIBUTIONS Assistant City Attorney Creech asked the Mayor and City Councilmembers if they had any personal conflicts of interest. By roll call, there were no conflicts of interest. Assistant City Attorney Creech asked the Mayor and City Councilmembers if they had any reportable campaign contributions. By roll call, there were no reportable campaign contributions.

READING OF THE CITY COUNCIL CODE OF CONDUCT
Vice Mayor Chua read the City Council Code of Conduct.

APPROVAL OF AGENDA
After discussion, motion: to approve the agenda.

Motion/Second: Mayor Montano / Vice Mayor Chua
by the following:

AYES: Mayor Montano, Vice Mayor Chua, Councilmember Barbadillo, Councilmember Lien, Councilmember Phan
NOES: None

CONSENT CALENDAR
There were no public speakers.

After discussion, motion: to approve the Consent Calendar.

Motion/Second: Councilmember Lien / Councilmember Barbadillo by the following:

AYES: Mayor Montano, Vice Mayor Chua, Councilmember Barbadillo, Councilmember Lien, Councilmember Phan
NOES: None

1. Receive City Council Calendar of Meetings for September and October 2024 (Staff Contact:

Suzanne Guzzetta, City Clerk, 408-586-3001)
Received City Council Calendar of Meetings for September and October 2024.

2. Approve City Council City Council Meeting Minutes of September 3, 2024 (Staff Contact:

Suzanne Guzzetta, City Clerk, 408-586-3001)
Approved City Council Meeting minutes of September 3, 2024.

3. Receive the Preview List of Anticipated Items for the Next Regular City Council Meeting (Staff

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September 17, 2024 Milpitas City Council Minutes Page 3 Contact: Suzanne Guzzetta, City Clerk, 408-586-3001)
Received the list of anticipated agenda items for the next regular City Council meeting.

4. Receive and Review the List of Agenda Items Requested by City Councilmembers (Staff Contact: Suzanne Guzzetta, City Clerk, 408-586-3001)
Reviewed the list of items that have been requested by City Councilmembers and provided direction to staff as necessary.

5. Adopt Ordinance 314, Adding Chapter 15 (“Residential Trespass, Canvassing and Solicitation”) to Title V (“Public Health, Safety and Welfare”) of the Milpitas Municipal Code Relating to Solicitation on Residential Property (Staff Contact: Michael Mutalipassi, City Attorney, 408-586- 3040)
(1) Waived second reading and adopted Ordinance 314, which would add Chapter 15 to Title V of the Milpitas Municipal Code to prohibit the trespass of canvassers, solicitors and others on residential property; and, (2) Made findings of exemption from environmental review pursuant to CEQA Guidelines §§15061(b)(3), 15183, 15305, and 15378.

6. Appointment of Voting Delegates for the Annual California League of Cities Conference (Staff Contact: Matt Cano, Assistant City Manager, 408-586-3012) Appointed Mayor Carmen Montano as the City’s voting delegate and City Manager Ned Thomas as the alternate voting delegate for the 2024 Annual League of California Cities Conference.

7. Adopt a Resolution Approving the City of Milpitas Investment Policy for Fiscal Year 2024-25 (Staff Contact: Luz Cofresí-Howe, Director of Finance, 408-586-3111) Adopted Resolution No. 9354 approving the City of Milpitas Investment Policy for FY 2024-25.

8. Authorize the City Manager to Execute an Agreement with Staples Contract & Commercial LLC for Office Supplies (Staff Contact: Luz Cofresí-Howe, Finance Director, 408-586-3111) Authorized the City Manager to execute an agreement with Staples Contract & Commercial LLC for Office Supplies through a Sourcewell Cooperative Procurement Agreement for a five-year period in a not-to-exceed amount of $725,000.

9. Adopt a Resolution Granting Acceptance of the Alviso Adobe House HVAC System, Project No. 5055, Authorizing the City Engineer to File a Notice of Completion, and Authorizing the City Engineer to Issue a Notice of Final Acceptance After the One-Year Warranty Period (Staff Contact: Christian Di Renzo, Public Works Director, 408-586-2602; and Michael Silveira, City Engineer, 408-586-3303)
Adopted Resolution No. 9355 granting acceptance of the Alviso Adobe House HVAC System, Project No. 5055, authorizing the City Engineer to file a Notice of Completion and authorizing the City Engineer to issue a Notice of Final Acceptance after the one-year warranty period.

10. Receive an Update on the Security Improvements at the McCarthy Ranch Sewer Lift Station (Main Lift) and Determine that the Condition Continues to Constitute an Emergency (Staff Contact: Christian Di Renzo, Public Works Director, 408-586-2602) (1) Received an update on the security improvements at the McCarthy Ranch Sewer Lift Station; and (2) Determined by a four-fifths vote that the condition continues to constitute an emergency.

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September 17, 2024 Milpitas City Council Minutes Page 4

PUBLIC HEARINGS

11. Conduct a Public Hearing and Approve the Draft FY 2023-2024 Community Development Block Grant (CDBG) Consolidated Annual Performance and Evaluation Report (CAPER) (Staff Contact:

Robert Musallam, Housing Official, 408-586-3275)
Housing Official Musallam presented the report.

Mayor Montano opened the public hearing.

There were the following public speakers:

1. Angelica Holguin

2. Alaina Purcell

3. Jonathan

4. Georgia
Mayor Montano closed the public hearing.

Vice Mayor Chua expressed her thanks to the non-profits in attendance and to Housing staff.

After discussion, motion: to approve the draft FY 2023-2024 Community Development Block Grant (CDBG) Consolidated Annual Performance and Evaluation Report (CAPER); and authorize the City Manager, or designee, to make any necessary changes and submit the approved draft FY 2023-2024 CAPER to the U.S. Department of Housing and Urban Development (HUD) to comply with CDBG requirements.

Motion/Second: Vice Mayor Chua / Councilmember Lien
Motion carried by the following:

AYES: Mayor Montano, Vice Mayor Chua, Councilmember Barbadillo, Councilmember Lien, Councilmember Phan
NOES: None

LEADERSHIP AND SUPPORT SERVICES

12. Review the List of Agenda Item Requests From Individual Councilmembers and Provide Direction to Staff Through the Council-Approved Prioritization Process (Staff Contact: Matt Cano, Assistant City Manager, 408-586-3012)
Assistant City Manager Cano presented the report and provided direction on the prioritization process.

Vice Mayor Chua added clarification on Item CC 03 (Animal Cruelty), and also asked to research resident concerns about the proliferation of feral cats in certain areas of the city.

There were the following public speakers:

1. Voltaire Montemayor
In Round 1, the City Council voted to prioritize the following items:

CC 01 - Accessory Dwelling Unit Ordinance to Allow Condominium Conversions CC 02 - Explore potential purchase of property on Main Street Vice Mayor Chua asked the City Council to also consider prioritizing CC 03 - Humane Treatment of Animals. There was unanimous consensus to prioritize CC 03.

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September 17, 2024 Milpitas City Council Minutes Page 5 Councilmember Lien asked that in consideration of the ADU Ordinance, the City look into location and parking availability. In the potential purchase of property on Main Street, she asked for information regarding zoning and whether it would generate revenue and/or jobs.

Vice Mayor Chua asked for information on possible funding for the potential purchase of the Main Street property.

ANNOUNCEMENTS AND FUTURE AGENDA ITEMS
City Manager Thomas announced the upcoming Lantern Festival and highlighted several additional Recreation and Community Services projects.

ADJOURNMENT
Mayor Montano adjourned the meeting at 8:26 PM.

Draft meeting minutes submitted by City Clerk, Suzanne Guzzetta

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TENTATIVE CITY COUNCIL AGENDA ITEM LIST
as of 9/27/2024
October 15, 2024 – Regular Meeting

CLOSED SESSION
•City Manager Annual Performance Review
INVOCATION (Mayor Montano)

PRESENTATION
•Breast Cancer Awareness Month (Proclamation)
•Diwali – October 31 (Proclamation)
•Milpitas Olympians, MHS Cross County Captains and Coaches

CONSENT CALENDAR

1. Receive City Council calendar for October and November 2024 (City Clerk)

2. Approve City Council meeting minutes of October 1, 2024 (City Clerk)

3. Preview list of items for November 5, 2024 (City Clerk)

4. Councilmember Request List (City Clerk)

5. City Manager Travel to CCMF New City Manager’s Seminar in Pasadena, CA (City Manager)

6. Contract Award for Fire Station No. 1 Fire Service Upgrade (Public Works / Engineering)

7. Emergency Declaration Update - Main Sewer Lift Station Security Measures (Public Works)

8. Commission Workplans (Recreation)

9. Suicide Prevention Task Force Update (Recreation)

COMMUNITY SERVICES

10. Survey Results for Street Sweeping Pilot (Public Works)

LEADERSHIP AND SUPPORT SERVICES

11. FY 2024-25 Development and Storm Impact Fee Schedule (Finance)

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MILPITAS CITY COUNCIL

AGENDA ITEM REQUESTS

OPEN ITEMS
Request
No. Topic Submitted by:

Date
Requested
STATUS and/or DATE scheduled on City
Council meeting agenda:
1 Explore funding options for new signage following
the decision to rename the Milpitas Library to the
Milpitas Jose Esteves Library Barbadillo 9/3/2024
An update on this item will be inlcudd in the
next quarterly prioritization update.
2 Send a letter to Supervisory Otto Lee regarding the
weeds on Montague Expressway Montano 8/13/2024
An update on this item will be inlcudd in the
next quarterly prioritization update.
3 Prepare commendations or keys to the city for
local Olympians representing Milpitas at the
Olympics, to be presented after the conclusion of
the Olympic games. Montano 8/5/2024
The recognition is scheduled to be
presented at the 10/15/2024 City Council
meeting.

ACTIVE ITEMS
Request
No. Topic Submitted by:

Date
Requested
STATUS and/or DATE scheduled on City
Council meeting agenda:
4 Update the animal control ordinance to include
other animals such as horses and cats Chua 9/3/2024
This item was approved to move forward at
the 9/17/2024 City Council prioritization.
5 Look into a property for sale on Main Street to
investigate the cost and feasibility of creating a
museum for downtown or Old Town Main Street as
part of the revitalization efforts. Montano 8/13/2024
This item was approved to move forward at
the 9/17/2024 City Council prioritization.
6 Look into adopting an ordinance similar to San
Jose allowing ADUs (Accessory Dwelling Units) to
have a separate title and be sold separately. Chua 8/13/2024 This item was approved to move forward at
the 9/17/2024 City Council prioritization.
7 Conduct a traffic study on Escuela Parkway to
address circulation concerns Montano 5/7/2024
An update on this item will be inlcudd in the
next quarterly prioritization update.
8 Explore the possibility of augmenting the Planning
Commission stipend Barbadillo 4/16/2024
An update on this item will be inlcudd in the
next quarterly prioritization update.
9 Consideration of the 20% Low Income Below
Market Rate Housing Montano 12/5/2023
An update on this item will be inlcudd in the
next quarterly prioritization update.
10 Bring back Bingo and the Tour at the Senior
Center Chua 11/7/2023
An update on this item will be inlcudd in the
next quarterly prioritization update.
11 Referral for utility infrastructure cost on Main Street from Carlo to Corning Streets Montano 10/17/2023
An update on this item will be inlcudd in the
next quarterly prioritization update.
12 Main Street International Festival Lien 10/3/2023
An update on this item will be inlcudd in the
next quarterly prioritization update.
13 Explore taking steps towards becoming a Charter
City Phan 9/5/2023
An update on this item will be inlcudd in the
next quarterly prioritization update.
14 Pickleball Pilot Project Chua 2/28/2023
An update on this item will be inlcudd in the
next quarterly prioritization update.
15 Main Street Infrastructure Projects Montano 2/28/2023 An update on this item will be inlcudd in the
next quarterly prioritization update.
16 Main Street Flooding at Library Chua 2/28/2023
An update on this item will be inlcudd in the
next quarterly prioritization update.
17 Have the City look into the possibility of a Citywide Senior Discount Barbadillo 2/7/2023
An update on this item will be inlcudd in the
next quarterly prioritization update.
18 City Manager to look into defining either a
standalone teen center or updating information to
indicate the Senior Center also functions as a Teen
Center
Chua 9/20/2022
An update on this item will be inlcudd in the
next quarterly prioritization update.
19 City Manager look into implementing a workshop
for small businesses on the bidding process for
projects in the city Chua 8/9/2022
An update on this item will be inlcudd in the
next quarterly prioritization update.
20 Quarterly or Monthly crime statistics on Homekey
Project Chua 6/7/2022
An update on this item will be inlcudd in the
next quarterly prioritization update.
21 Memorial Plaque in honor of youth skateboarder
that passed away Montano 6/7/2022
An update on this item will be inlcudd in the
next quarterly prioritization update.
22 Evaluate reopening the childcare center with a non-
profit organization running the center Montano 2/1/2022 An update on this item will be inlcudd in the
next quarterly prioritization update.

NOTE: Deferred and Completed Items are not listed

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MILPITAS CITY COUNCIL

AGENDA ITEM REQUESTS
23 Staff to look into mural Art on Great Mall Parkway
on the VTA owned Light rail pillars Montano 11/16/2021
An update on this item will be inlcudd in the
next quarterly prioritization update.
24 Have a picture of Albert Vogel Sr. put up in the
Senior Center Montano 10/19/2021
An update on this item will be inlcudd in the
next quarterly prioritization update.
25 Include a bust of Maria Lemire on the Mural in front of the Senior Center Montano 8/17/2021
An update on this item will be inlcudd in the
next quarterly prioritization update.
26 Consider Community Museum and Park on Main
St. Phan 8/20/2019
Discussions with the property owner of this
site are ongoing.

ACTIVE ITEMS
Request
No. Topic Submitted by:

Date
Requested
STATUS and/or DATE scheduled on City
Council meeting agenda:

NOTE: Deferred and Completed Items are not listed

Page 14 of 496 ends

CITY OF MILPITAS

AGENDA REPORT
(AR)
Item Title: Review and Accept the 2024 Legislative Season Action Report, including an Update on 2024 State and Federal Earmark Requests (Staff Contact: Matt Cano, Assistant City Manager, 408-586-3012)
Category: Consent Calendar-Leadership and Support Services Meeting Date: 10/1/2024
Recommendation: Review and accept the 2024 Legislative Season Action Report, including an update on 2024 State and Federal Earmark Requests.

BACKGROUND:

On May 18, 2021, the City Council approved the Legislative Advocacy Policy (Attachment A). The Policy includes Legislative Guiding Principles and establishes clear guidelines for advancing City goals and positions through legislative review and advocacy at the regional, state, and federal levels of government, and provides guidance for City officials who serve on regional, state, and national boards, committees, and commissions when asked to review public policy matters and issues.

On September 6, 2022, the Mayor and City Council directed staff to issue a request for proposals for Federal and State legislative advocacy services. In January 2023, the City contracted with Kiley & Associates for these services; the primary areas of focus for this contract include:
•Tracking pending legislation and issues that could be impactful or important to the City; •Advocating or opposing legislation that significantly impacts the City; and •Engaging with State and Federal agencies to expedite reimbursement for expenditures, clarify administrative rulings, advocate for funding requests, etc.

Kiley & Associates specializes in advocacy at the Federal level and have partnered with the firm of Gonsalves & Sons to provide the City with specific advocacy and expertise at the State level.

Legislation and issues of interest are brought to the City’s attention through several means: League of California Cities, National League of Cities, Cities Association of Santa Clara County, City Councilmembers, legislators, City staff, community members, and professional or governmental organizations. Per the Council Policy, all legislation or issues of interest shall be referred to the City Manager’s Office.

On May 21, 2024, Agenda Item C7 of the City Council meeting included a status of the one-time funding or “earmark” requests the City made to State and Federal representatives in calendar year 2024. An update on the status of these requests is included in the analysis section of this Agenda Report.

ANALYSIS:

Per the City Policy, staff are providing the 2024 legislative season action updates to the Council. This report covers legislative advocacy including preparation and issuance of letters of support, and opposition of bills under consideration by the California legislature, as well as successful advocacy of earmarked Federal and State funding.

Legislative Advocacy – Letters Issued to the State Legislature Based on the Policy and its Legislative Guiding Principles, staff recommended a support or oppose position on 22 bills for the Mayor’s signature. Consistent with the Policy, Mayor Carmen Montano signed the letters supporting or opposing these bills. The letters are included as Attachment B of this report.

Page 15 of 496 ends

The table below provides a summary of the measures the City opposed or supported, including the number, description of the measure, the City position and primary City Legislative Guiding Principle guiding support or opposition to the measure.

Item
No. Measure Measure Title Measure Description City
Position
Primary
Legislative
Guiding
Principle
1 NA Landline Advocacy Mayor Montano sent a letter to the California Public Utilities Commission advocating for the
continued maintenance of landline service for
our residents.

NA 7. Support
and Promote
Inclusive
Communities
2 NA Sea Level Rise Mayor Montano co-signed a letter sponsored by Valley Water that advocated for restoration
of funding for the State Coastal Conservancy
to administer shovel-ready flood protection and
shoreline restoration projects in the San
Francisco Bay Area region.

NA 8. Promote
Livability &
Environmental
Stewardship
3 NA BAHFA Coalition
Letter
Mayor Montano co-signed a letter from Santa
Clara County Mayors which requested further
transparency from Santa Clara County
regarding how potential funding from the Bay
Area Regional Housing bond could be
allocated. This bond was subsequently
removed from the Bay Area County ballots in
early August 2024.

NA 3. Support
Efforts to
Create
Affordable
Housing
4 AB 2584 Corporate-Owned
Single-Family Homes
[Single-family
residential real
property: corporate
entity: ownership]
This bill clears a path for first-time and
working-class homebuyers by prohibiting
financial firms that own more than 1,000
homes from buying more single-family
properties.

Support 3. Support
Efforts to
Create
Affordable
Housing
5 SB 933 Child AI Safety SB 933 prohibits individuals from possessing and distributing explicit, abusive images of
children that have been generated by artificial
intelligence(AI).

Support 2. Support
Efforts to
Keep Milpitas
Safe
6 SB 980 The Smile Act The Smile Act aligns law with regulations regarding crowns, and ensures dental implants
are a covered benefit under Medi-Cal.

Support 7. Support
and Promote
Inclusive
Communities
7 SB 982 Organized Theft
Sunset Removal
SB 982 will eliminate the January 1, 2026
sunset to sustain the crime of organized theft.

Support 2. Support
Efforts to
Keep Milpitas
Safe
8 SB 926 Safeguarding Against
Digitized
Misrepresentation
[Crimes: distribution of
intimate images]
SB 926 expands current revenge porn law by
prohibiting the unauthorized distribution of
artificially created sexually explicit images with
the intention of causing serious emotional
distress of the person depicted in the image.

Support 2. Support
Efforts to
Keep Milpitas
Safe
9 SB 1037 Planning & Zoning:

Housing Element:

Enforcement
This measure would fine jurisdictions up to
$50,000 a month for either not having a
compliant housing element or for disregarding
any state law regarding the ministerial
approval process of an affordable housing
project even if the jurisdiction is acting in good
faith.

Oppose 3. Support
Efforts to
Create
Affordable
Housing

Page 16 of 496 ends

Item
No. Measure Measure Title Measure Description City
Position
Primary
Legislative
Guiding
Principle
10 SB 1123 Planning and Zoning:

Subdivisions:

Ministerial Review
This bill would prohibit, if a local agency
chooses to permit accessory dwelling units
and junior accessory dwelling units, those
units from counting as residential units for
purposes of the requirement that a housing
development project on the lot proposed to be
subdivided will contain 10 or fewer residential
units. The bill would remove the requirement
that the lot is zoned for multifamily residential
development and would instead require that
before July 1, 2025, the lot be zoned for
multifamily residential dwelling use and on or
after July 1, 2025, the lot either be zoned for
multifamily residential dwelling use or vacant,
as defined, and zoned for single-family
residential development.

Oppose 1. Protect
Local
Control
11 SB 1886 Housing Element Law:

Substantial
Compliance: Housing
Accountability Act
This measure would allow the Builder’s
Remedy to begin as soon as the Department
of Housing and Community Development or a
court determines a jurisdiction’s housing
element is out of compliance and past the due
date.

Oppose 3. Support
Efforts to
Create
Affordable
Housing
12 SB 937 Development
Projects: Permits and
other Entitlements:

Fees & Charges
This measure would limit the ability of local
governments to collect mitigation fees on
affordable housing projects when either a
certificate of occupancy is issued, or once
construction commences for the projects for
which the fees will be used.

Oppose 4. Support
City’s Vision
for Strategic,
Sustainable
and Smart
Growth
13 SB 21 Controlled
Substances
This bill would provide that if a person is
convicted of fentanyl-related drug offenses
they would be required to receive a written
advisory on the danger of the controlled
substance. And, if a person dies because of
that action, the manufacturer or distributer can
be charged with manslaughter or murder.

Support 2, Support
Efforts to
Keep Milpitas
Safe
14 AB 573 Organic Waste This measure would grant flexibility to local jurisdictions in meeting its SB 1383 (Organic
Wate and Methane Emissions Reduction
Goals) organic product procurement
requirements. In an effort to drive market
development for organic waste products such
as mulch and compost under SB 1383,
CalRecycle established regulations for local
judications to procure specific amount of
specified organic waste products. These
requirements became effective on January 1,
2024.

Support 8. Promote
Livability &
Environmental
Stewardship

Page 17 of 496 ends

Item
No. Measure Measure Title Measure Description City
Position
Primary
Legislative
Guiding
Principle
15 SB 1147 Drinking Water:

Microplastic Levels
Require a study of the health effects of
microplastics in drinking water and bottled
water and, after completion of the study,
development of public health goal for
microplastics in drinking water. In response to
rising concerns over the potential impacts of
microplastics, the State has begun efforts to
reduce the introduction of microplastics into
the environment, ocean, and aquatic systems.

However, additional study in now needed to
close data gaps about presence and impact of
microplastics in drinking water and bottled
water that will lead to the establishment
regulatory limits that will reduce the exposure
and ingestion of microplastics and further
protect public health.

Support 8. Promote
Livability &
Environmental
Stewardship
16 SB 1143 Paint products:
stewardship program
Support 8. Promote
Livability &
Environmental
Stewardship
17 AB 1053 Recycled Paper Bags:
standards: carryout
bag prohibition
Support 8. Promote
Livability &
Environmental
Stewardship
18 AB 660 Food and Beverage
Products: labeling:
quality dates, safety
dates and sell-by
dates
Support 8. Promote
Livability &
Environmental
Stewardship
19 AB 2346 Community Compost
Procurement
Each support reducing landfilled materials and
landfill emissions such as by eliminating a
loophole in the state’s single use bag
prohibition, standardizing and simplifying food
quality/safety labels what could reduce food
waste and supports efforts to divert organics
from landfills, and by expanding manufacturer
funded programs for the collection and safe
disposal of paint products
Support 8. Promote
Livability &
Environmental
Stewardship
20 AB 3233 Oil and Gas:
operations:
restrictions: local
authority
Affirms local control over oil and gas
operations within its jurisdiction.

Support 8. Promote
Livability &
Environmental
Stewardship
21 SB 903 Environmental Health:
product safety
This measure would phase out, and starting on
January 1, 2032, prohibit the distribution and
sale in the state of a product that contains
intentionally added per- or poly-fluoroalkyl
substances (PFAS) unless the use of PFAS is
currently unavoidable as defined.

Support 8. Promote
Livability &
Environmental
Stewardship
22 AB 98 Planning and Zoning:
logistic use: truck
routes
The bill, unless specific standards are met,
would significantly limit new or expanded
logistics use developments and warehouses
on existing and rezoned industrial sites within
900 feet of sensitive receptors. This could lead
to a drastic reduction in economic
development and job opportunities. The bill
would also require all local governments to
update their circulation elements logistic use
development information, including truck
routes, signage, parking, and idling. It would
authorize the Attorney General to fine local
jurisdictions up to $50,000 every six months if
non-compliant.

Oppose 4. Support
City’s Vision
for Strategic,
Sustainable
and Smart
Growth

Page 18 of 496 ends

State and Federal Earmark Funding requests
This report provides an update on earmark requests submitted to the City of Milpitas Federal and State representatives for potential funding in the upcoming State and Federal budget process.

Most years, earmark funding is available at the State and Federal levels. In the 2023 legislative session, the City received $2.1 million in earmark funding as follows:

1. Milpitas SMART Program ($1.6 million from State of California)

2. Main Street Infrastructure ($500,000 from the Federal Government).

The below table provides information on which project earmark requests were submitted to each representative. Different projects were submitted to each representative based on a combination of feedback from the offices of the representatives, the City’s legislative consultant and City staff review and analysis.

Project Name
United
States
Senator
Laphonza
Butler
United
States
Senator Alex
Padilla
United States
Representative
Ro Khanna
State
Senator
Aisha
Wahab
State
Senator Alex
Lee
Milpitas Sports Center
Bleachers Replacement  
Fire Department Urban Search
& Rescue Vehicle     
Milpitas Community Center
Resiliency Project    
Milpitas Main Street
Revitalization     
Sandalwood Park
Rehabilitation  
Calaveras Road Widening   
Cardoza Park Softball Fields 
Staff has received preliminary feedback from State representatives that State earmarks likely will not be available this year due to the budget shortfall.

Representative Khanna moved forward a request for $1.9 million dollars for the Main Street Revitalization and Safety Project. Unfortunately, this request was reduced to $250,000 in the House of Representatives Appropriations Committee and is still going through final approvals. If the request gets approved at this lower dollar amount, staff will reach out to local and State representatives to determine options on how the City would be able to spend the funding, as it would not be sufficient to implement the intended project.

Additionally, it does not appear the requests made to Senators Butler and Padilla are moving forward.

Staff will continue to check on the status of these requests on a regular basis and keep the Mayor and City Council informed of any updates.

FISCAL IMPACT:

Any fiscal impact will be identified when, and if, the implementation of a particular legislation requires Council approval or funding. This would typically be during the City’s annual budget approval process.

CALIFORNIA ENVIRONMENTAL QUALITY ACT (CEQA):

The action is an organizational or administrative activity of the City government that will not result in direct or indirect physical changes in the environment and is not a project pursuant to Cal. Code of Regs., tit. 14, §15378.

Page 19 of 496 ends

RECOMMENDATION:

Review and Accept the 2024 Legislative Season Action Report, including an Update on 2023 State and Federal Earmark Requests.

Attachment(s):
(a) Legislative Advocacy Policy
(b) Legislative Advocacy Letters sent in 2024

Page 20 of 496 ends

CITY OF MILPITAS
Revision Date
Original 5/18/2021

CITY COUNCIL POLICY

Page 1 of 4 ends

1. PURPOSE

1.1. To establish clear guidelines for advancing City goals and positions through legislative review and advocacy at the regional, state, and federal levels of government and to provide guidance for City officials who serve on regional, state, and national boards, committees, and commissions when they are asked to review public policy matters and issues.

2. POLICY

2.1. This policy outlines the guiding principles and process to enable a comprehensive review of legislation affecting the City of Milpitas, seek Council’s position on proposed legislation, and to make the City’s position known.

2.2. All legislative reviews shall be made on the basis of the effect on the City and the community as a whole, and taking into account existing City positions, policies, or goals.

2.3. The City shall support the legislative positions of the Cities Association of Santa Clara County, League of California Cities, and the National League of Cities, on priority bills that benefit the City of Milpitas.

2.4. The City shall adopt Legislative Guiding Principles (LGP) based on approved Council Priority Areas, the adopted General Plan, the Economic Development Strategy, and other Council approved master plans and strategic plans.

2.5. On an annual basis, the LGP shall be updated as needed, and shall be approved by the City Council at the beginning of the calendar year.

3. DEFINITIONS

3.1. The following definitions are provided solely as a guide to assist in the application of this policy and may be subject to change.

1.1.1. Department – Includes all City departments and offices

1.1.2. Economic Development Strategy – A five year strategy document adopted by the City Council in May 2020

1.1.3. General Plan – A comprehensive planning document adopted by the Council in March 2021
Policy No:
1-2
LEGISLATIVE ADVOCACY POLICY Effective Date:
5/18/2021
Revision No:

N/A
Policy Administrator:

City Manager
Next Review Due:

Click or tap to enter a
date.

Related Policies and
Procedures:

Click or tap here to enter
text.

Approved by:

City Council, 5/18/2021, Item # C9: 5-0
vote

Date Approved:
5/18/2021

Page 21 of 496 ends

CITY OF MILPITAS
Revision Date
Original 5/18/2021

LEGISLATIVE ADVOCACY POLICY / POLICY # 1-2

Page 2 of 4 ends

1.1.4. Legislative Advocacy – A position of support or opposition to proposed legislation

1.1.5. Legislative Guiding Principles – Principles adopted on an annual basis by the City Council to guide the City’s position on proposed legislation

1.1.6. Milpitas Municipal Code – Codification of the General Ordinances of Milpitas

4. PROCEDURE

4.1. Legislation and issues of interest are brought to the City’s attention through several means:

League of California Cities, National League of Cities, Cities Association of Santa Clara County, Councilmembers, legislators, City staff, community members, and professional or governmental organizations. All legislation or issues of interest shall be referred to the City Manager’s Office.

4.2. City Manager’s Office (CMO) shall review the proposed legislation and, if warranted, request assistance from the City Attorney and/or from one or more departments.

4.3. The process for evaluation and action related to proposed legislation of particular interest to the City shall be as follows:

1.1.1. CMO/Department shall evaluate the proposed bill for its impact on Milpitas, recommend a position and potential action, and draft a position statement or support/opposition letter.

1.1.2. If Council has previously adopted a policy directly relevant to the proposed legislation or if the proposed legislation is generally consistent with the City’s Legislative Guiding Principles, the Mayor or City Manager may sign a letter supporting or opposing legislation on behalf of the City as further detailed below.

1.1.3. If there is no Council policy relative to the legislation, the issue is politically controversial, or there is significant community interest in the issue, the proposed legislation, including a recommendation to support, remain neutral, or oppose the legislation, will be brought to Council for consideration.

1.1.4. Letters and other communications expressing the City’s position on legislation will bear the signature of the Mayor in accordance with the Milpitas Municipal Code. If the legislation will mainly impact the City’s operations, the communication may be signed by the City Manager or designee.

1.1.5. In order to keep the City Council informed of all City communications on legislation, copies of the letter or summary of actions will be distributed to the City Council as information items.

4.4. Quarterly legislative updates on items of interest will be provided to the City Council.

Page 22 of 496 ends

CITY OF MILPITAS
Revision Date
Original 5/18/2021

LEGISLATIVE ADVOCACY POLICY / POLICY # 1-2

Page 3 of 4 ends

1. Protect Local Control
The City values its ability and authority to exercise local control, enable excellent public services and protect and enhance the quality of life for Milpitas residents and businesses. The City supports efforts to streamline regulations that benefit the administration of the City and opposes efforts that erode the City's authority to control its own affairs.

2. Support Efforts to Keep Milpitas Safe
The City supports legislation and policies that enable local officials to access resources to provide quality police, fire, emergency management, emergency medical services, youth violence prevention initiatives, and to engage the community in its own safety.

3. Support Efforts to Create Affordable Housing
The City supports legislation and policies that enable local officials to access resources to support the creation of affordable housing and to strive for a balance of jobs and housing in each city across the region.

4. Support City’s Vision for Strategic, Sustainable, and Smart Growth The City strives to foster economic development, including planning and implementation of regional transportation and traffic congestion relief projects. The City supports legislation and policies that support local initiatives to develop or redevelop the community to strengthen the local and regional economy, to accommodate local workers' housing needs in places close to transit and jobs, and to continually improve services provided to the community.

5. Protect and Increase Local Funding, No Unfunded Mandates The City opposes legislation, policies, or budgets that have negative impacts on City services, revenues or costs. The City supports efforts that protect and enhance local governments’ revenues, maximize access to State and Federal funding sources, and increase local funding flexibility including legislation that allows the City to recover costs related to state and federal mandates.

6. Pursue or Retain Federal and State Funding for Key Efforts In order to support the City's efforts and key policies to provide quality services, affordable housing, transportation, and public infrastructure for its residents and businesses, and to fund the needed strategic support services, it is necessary that the federal and state governments act as partners with local government and provide appropriate levels of funding for these City and regional efforts.

7. Support and Promote Inclusive Communities
The City values diversity and recognizes all residents, including immigrants, as valuable contributors to our community’s success. Support legislation that helps our residents be safe, healthy, and able to thrive, while providing opportunities to actively engage in civic, cultural, and economic life.

CITY OF MILPITAS – LEGISLATIVE GUIDING PRINCIPLES

Page 23 of 496 ends

CITY OF MILPITAS
Revision Date
Original 5/18/2021

LEGISLATIVE ADVOCACY POLICY / POLICY # 1-2

Page 4 of 4 ends

8. Promote Livability and Environmental Stewardship
The City values a sustainable quality of life in an urban environment. The City supports legislation and policies that emphasize sustainable development; improve environmental standards and the regulatory process; provide incentives and financial support for preservation of natural resources; promote sustainable energy and water policies; and support efforts to mitigate odor issues.

9. Promote Investment in Infrastructure
The City supports legislation and policies that promote investing in the maintenance and rehabilitation of aging infrastructure and build system capacity expansion in a smart and sustainable manner.

Page 24 of 496 ends

City of Milpitas

408.586.3000
455 E. Calaveras Blvd.

Milpitas, CA 95035
www.milpitas.ca.gov

February 8, 2024

President Alice Busching Reynolds
505 Van Ness Avenue
San Francisco, CA 94102

RE: Notice of Pending Regulatory Application: Application 23-03-003

Dear CPUC President and Commissioners,

I am writing to express my concern and advocate for the continued support and maintenance of landline telephone services in the Milpitas community. As a longtime resident, I value the stability and reliability that landlines offer.

While advancements in technology have led to the widespread adoption of mobile phones and internet-based communication platforms, landlines continue to play a vital role, especially in emergencies and for certain demographics in our community.

Older Population

• 14.2% of Milpitas population is aged 65 years and up (11,300+ individuals), 2020 Census Many elderly individuals are more comfortable and familiar with landline phones. The simplicity of landlines makes them an essential communication tool for seniors, especially during emergencies.

Disabled Population

• 7.7% of Milpitas population are disabled or have limited mobility (6,000+ individuals), 2020 Census Individuals with disabilities or limited mobility may find it challenging to use mobile devices. Landlines with accessible features such as large buttons and amplified sound make it more user-friendly for this demographic.

Emergency Situations
During natural disasters or power outages, landlines remain operational when other communication channels fail. Emergency services and first responders rely on landlines to coordinate efforts and provide crucial assistance in times of crisis.

Page 25 of 496 ends

Notice of Pending Regulatory Application: Application 23-03-003 Page 2 of 2 February 8, 2024

Support for Alarm Systems and Medical Devices

Numerous home alarm systems, medical alert devices, and other critical safety equipment depend on landline connections.

Low-Income Households

Not everyone can afford the latest smartphones or stable internet connections. Landlines offer an affordable alternative for families facing financial constraints, ensuring they can stay connected without compromising on essential communication.

Landlines continue to serve a unique and irreplaceable role in Milpitas. As the CPUC considers future telecommunications policies, I urge you to prioritize the preservation and enhancement of landline services to meet the diverse needs of our community.

Thank you for your attention to this matter. I appreciate the CPUC's dedication to ensuring the availability of reliable and affordable communication services for all Californians.

Sincerely,

Carmen Montano
Mayor, City of Milpitas

C: Milpitas City Council
Ned Thomas, City Manager
Matt Cano, Assistant City Manager

Page 26 of 496 ends

TheHonorableMikeMcGuirePresidentPro-TemporeCaliforniaStateSenate TheHonorableScottD.WienerChair, SenateBudgetCommitteeCaliforniaStateSenate TheHonorableJoshBeckerChair, SenateBudgetSubcommittee2CaliforniaStateSenate TheHonorableRobertRivasSpeakeroftheAssemblyCaliforniaStateAssembly TheHonorableJesseGabrielChair, AssemblyBudgetCommitteeCaliforniaStateAssembly TheHonorableSteveBennettChair, AssemblyBudgetSubcommittee4CaliforniaStateAssembly Re:FY2024ProposedBudgetcutstoFundingforStateCoastalConservancytoAddressSeaLevelRise DearPresidentPro-TemporeMcGuire,SpeakerRivas,SenatorWiener, SenatorBecker,AssemblymemberGabrielandAssemblymemberBennett:

ThankyouforyourcontinueddedicationtoadvancingaclimateresilientCalifornia.WewritetoyoutodayaslocalleadersintheSanFranciscoBayArea,collectivelyrepresentingmorethansevenmillionresidentsaboutamattervitaltothesafetyandqualityoflifeofthecommunitiesweserve.Sealevelriseintheregionisputtinghundredsofthousandsofresidentsinharm'swayanddirectlyjeopardizingbillionsofdollarsofassetsifimmediateactionisnottaken.Werespectfullyrequestyoursupportinrestoringtheproposedcutof$392millionfromtheFY2023-24statebudgetfortheStateCoastalConservancytoadministershovel-readyfloodprotectionandshorelinerestorationprojectsintheSanFranciscoBayArearegion.

By2030,sealevelsareanticipatedtorisehalfafoot,anddraftstateestimatesanticipatetheoceanandSanFranciscoBaytorisebyasmuchas14inchesabovetheyear2000baselineby2050.MajorstormsliketheatmosphericriversthattheBaycontinuestoexperiencewillexacerbatetheproblem.ArecentreportfoundthattheBayAreawillneedanestimated$110billiontoprotecttheshorelinefromsealevelriseandstormflooding.Failuretoactquicklyincreasesthepricetag–delayedmitigationcouldcosttheregionover$230billion.

Low-lyingcoastalregionsoftheBayAreaareparticularlyatrisk.Anestimated355,000BayArearesidentsliveina100-yearfloodplainthatalsoincludes$46.2billioninstructures;800milesofroadsandhighways;70milesofcriticalraillines;46wastewaterplants;35schools;and15hospitals.SomeoftheBayArea’sbiggestcompanies—includingGoogle,FacebookandCiscoSystems—arealsoatrisk.What’smore,coastalinundationisexpectedtoincreasethesalinityofourgroundwaterandmobilizetoxinscurrentlylocatedatcontaminatedcoastalsitesacrosstheBay–furtherjeopardizingthewatersupply, health,andlivelihoodsofBayArearesidents.

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TheCaliforniaCoastalConservancyhasalreadyidentifiedapproximately$600milliondollarsinshovel-readyfloodprotectionandrestorationprojectsintheBayAreaalonethatneedimmediatefunding.Theseprojectsandrestorationeffortsneedtobeinplaceby2030toprotectvulnerablecommunitiesandcriticalhabitatfrominundation.Further, thefasterweimplementwetlandrestorationprojectsaroundtheBay, thelongerthesenaturalsystemswillhavetosequestercarbonfromtheatmosphere,providingacriticalnature-basedsolutiontosupportCalifornia’sgreenhousegasreductiongoals.

Thankyouforconsideringthisrequest.WestandreadytoworkwithyoutobooststatebudgetfundingforacceleratingurgentclimateadaptationintheBayArea.

Signed,

Page 28 of 496 ends

City of Milpitas

408.586.3000
455 E. Calaveras Blvd.

Milpitas, CA 95035
www.milpitas.ca.gov

July 10, 2024

The Honorable Thomas Umberg
Chair, Senate Judiciary Committee
1021 O Street, Suite 8220
Sacramento, CA 95814

Re: AB 2584 (Lee) – Single-family residential real property: corporate entity: ownership Notice of SUPPORT

Dear Chair Umberg,

On behalf of the City of Milpitas, I write in support of Assembly Bill 2584. The bill clears a path for working- class homebuyers by prohibiting large corporate real estate firms that own more than 1,000 homes from buying additional homes and converting them to rentals. Home prices have soared in the state of California and the median home price has risen to $800,000 in 2024. Only 15% of Californians can afford to buy a home at current costs.

Meanwhile, institutional investors and large real estate firms have gone on a homebuying spree. In 2022, investors purchased 1 in 3 homes that were on the market. In California, large landlords own thousands of single-family properties, primarily buying more affordable homes in cheaper markets. This takes away homebuying opportunities from working families. By passing AB 2584, the state legislature could even the playing field and stop the corporate buy-out of single-family neighborhoods.

The ability of our youth in Milpitas to be able to afford a home in our community is a top priority for our City.

For these reasons, the City of Milpitas supports AB 2584 (Lee).

Sincerely,

Carmen Montano
C: The Honorable Alex Lee
The Honorable Aisha Wahab
Samantha Caygill, Cal Cities Regional Public Affairs Manager, via [email protected] League of California Cities, via [email protected] Milpitas City Council
Mayor, City of Milpitas

Page 29 of 496 ends

City of Milpitas

408.586.3000
455 E. Calaveras Blvd.

Milpitas, CA 95035
www.milpitas.ca.gov

July 10, 2024

The Honorable Buffy Wicks
Chair, Assembly Appropriations Committee
1021 O Street, Suite 8220
Sacramento, CA 95814

Re: SB 926 (Wahab) – Crimes: child pornography
Notice of SUPPORT

Dear Chair Wicks,

The City of Milpitas is writing to express our strong support for SB 933 (Wahab), which prohibits individuals from possessing and distributing explicit, abusive, images of children that have been generated by artificial intelligence.

The City of Milpitas prides itself in our community for the safety of our children and our entire community.

According to the Stanford Internet Observatory's 2023 report, there are thousands of explicit and abusive images of children hidden within popular AI image-generators. These images make it easier to create explicit and abusive content. Current law does not expressly prohibit the possession or distribution of AI-generated explicit images of actual children.

SB 933 addresses the pressing issue of AI-generated explicit, abusive images of children, clarifying the law to provide effective safeguards. The bill's solutions are straightforward and impactful, aiming to regulate AI- generated images, create a more secure digital environment for children, and protect children and teens.

For all of these reasons, the City of Milpitas supports SB 926 (Wahab), and we respectfully request an “AYE” vote.

Sincerely,

Carmen Montano
C: The Honorable Aisha Wahab
The Honorable Alex Lee
Samantha Caygill, Cal Cities Regional Public Affairs Manager, via [email protected] League of California Cities, via [email protected] Milpitas City Council
Mayor, City of Milpitas

Page 30 of 496 ends

City of Milpitas

408.586.3000
455 E. Calaveras Blvd.

Milpitas, CA 95035
www.milpitas.ca.gov

July 10, 2024

The Honorable Buffy Wicks
Chair, Assembly Appropriations Committee
1021 O Street, Suite 8220
Sacramento, CA 95814

Re: SB 980 (Wahab) – The Smile Act
Notice of SUPPORT

Dear Chair Wicks,

The City of Milpitas is writing to express our support of SB 908 (Wahab) “The Smile Act,” which will 1) align the law with regulations regarding crows by lowering the statutory age of 21 to match the regulation age of 13, and 2) ensure dental implants are a covered benefit under Medi-Cal.

Providing services to our senior citizens in Milpitas is a major priority for our City.

First, in order to qualify for Medi-Cal, a family must be at 138% of the poverty level. According to the Department of Health Care Services, about one-third of California’s population is enrolled in Medi-Cal. Although Medi-Cal offers a comprehensive list of free or low-cost services to its recipients, per the Medi-Cal 2024 Provider Handbook, “single tooth implants are not a benefit of the Medi-Cal Dental Program.” In order for patients to request a dental implant, they have to have an exceptional medical condition like: cancer of the mouth; severe loss of upper and lower jaw bone; skeletal deformities; or traumatic destruction of jaw, face, or head (Medi-Cal Dental Provider Handbook 2024, page 113).

However, for anyone else who may need an implant, they have to pay for it out of pocket. Families on Medi-Cal are already at the poverty threshold, so they have no financial means to pay thousands of dollars out of pocket for a dental procedure that should be a covered benefit under Medi-Cal. The lack of accessible dental services across California means everyday Californians who are suffering from less dire, but no less significant, dental issues are simply having teeth removed without having that tooth replaced.

Page 31 of 496 ends

SB 980 (Wahab) – The Smile Act – Notice of SUPPORT, City of Milptias Page 2 of 2 July 10, 2024

The Smile Act enjoys bipartisan support in both the Senate and the Assembly, with several co- authors. This bill is an important step toward ensuring fair and equitable access to dental services for all Californians by 1) guaranteeing dental implants are a covered benefit under the Medi-Cal Dental Program, and 2) aligning the law with regulations regarding crowns by lowering the statutory age of 21 to the regulation age of 13.

For all of these reasons, the City of Milpitas supports SB 980 (Wahab) “The Smile Act” and we respectfully request an “AYE” vote.

Sincerely,

Carmen Montano

Mayor, City of Milpitas

C: The Honorable Aisha Wahab
The Honorable Alex Lee
Samantha Caygill, Cal Cities Regional Public Affairs Manager, via [email protected] League of California Cities, via [email protected] Milpitas City Council

Page 32 of 496 ends

City of Milpitas

408.586.3000
455 E. Calaveras Blvd.

Milpitas, CA 95035
www.milpitas.ca.gov

July 10, 2024

The Honorable Buffy Wicks
Chair, Assembly Appropriations Committee
1021 O Street, Suite 8220
Sacramento, CA 95814

Re: SB 982 (Wahab) – Crimes: organized theft
Notice of SUPPORT

Dear Chair Wicks,

The City of Milpitas is writing to express our support of SB 982 (Wahab) which will eliminate the January 1, 2026 sunset to sustain the crime of organized theft. This bill is part of the Senate’s bipartisan legislative package “Working Together for a Safer California,” as well as the Governor’s retail theft package.

Previous legislation initially established the crime of organized theft—until January 1, 2021—allowing law enforcement, in most cases, to take an individual into custody, even on misdemeanor charges rather than simply issuing a citation. Proceeding legislation extended that date until January 1, 2026.

Despite the likelihood of underreported retail theft, especially low-value theft, data shows a 29% jump in reported retail theft from 2019 to 2022. Aside from big retailers, many small businesses are suffering the consequences of organized retail theft, and oftentimes, do not have the same resources to protect themselves. Further, when retailers are affected by these crimes, they typically make up those losses by raising prices, reducing hours, or closing their stores, ultimately impacting other consumers.

SB 982 will ensure “organized theft” remains a crime to give prosecutors and law enforcement the effective tools they need to combat organized theft. This bill also has bi-partisan co-authors from the Senate and the Assembly.

For all of these reasons, the City of Milpitas supports SB 982 (Wahab), and we respectfully request an “AYE” vote.

Sincerely,

Carmen Montano
C: The Honorable Aisha Wahab
The Honorable Alex Lee
Samantha Caygill, Cal Cities Regional Public Affairs Manager, via [email protected] League of California Cities, via [email protected] Milpitas City Council
Mayor, City of Milpitas

Page 33 of 496 ends

City of Milpitas

408.586.3000
455 E. Calaveras Blvd.

Milpitas, CA 95035
www.milpitas.ca.gov

July 10, 2024

The Honorable Buffy Wicks
Chair, Assembly Appropriations Committee
1021 O Street, Suite 8220
Sacramento, CA 95814

Re: SB 926 (Wahab) – Crimes: distribution of intimate images Notice of SUPPORT

Dear Chair Wicks,

The City of Milpitas is writing to express our strong support for SB 926 (Wahab) – Crimes: distribution of intimate images, which expands current revenge porn law by prohibiting the unauthorized creation and distribution of artificially created sexually explicit images with the intention of causing serious emotional distress to the person depicted in the image.

Existing law protects victims when sexually explicit images or videos of them are spread without their consent, and SB 926 will extend that protection to instances in which those images are digitally created, altered, or computer-generated.

The creation and spreading of artificially altered sexually explicit images of individuals are a legitimate threat, creating the potential for exploitation, harassment, and defamation. There are also noted mental health repercussions for the victims, who are overwhelmingly young women. SB 926 takes proactive steps to limit digital harassment and exploitation and reduce potential harm for Californians. There is a pressing need for this legislation.

For all of these reasons, the City of Milpitas supports SB 926, and we respectfully request an “AYE” vote.

Sincerely,

Carmen Montano
C: The Honorable Aisha Wahab
The Honorable Alex Lee
Samantha Caygill, Cal Cities Regional Public Affairs Manager, via [email protected] League of California Cities, via [email protected] Milpitas City Council
Mayor, City of Milpitas

Page 34 of 496 ends

City of Mi lpitas
408.586.3000
455 E. Calaveras Blvd.

Milpitas, CA 95035
www.milpitas.ca.gov
July 31, 2024
T
he Honorable Buffy Wicks
Chair, Assembly Appropriations Committee
1021 O Street, Suite 8220
Sacramento, CA 95814
R
E: SB 1037 (Wiener) Planning and zoning: housing element: enforcement.

Notice of OPPOSITION (As of April 25, 2024)
D
ear Chair Wicks,
T
he City of Milpitas regretfully must oppose SB 1037 (Wiener), which would allow the Attorney General to take legal action against a city and seek fines up to $50K a month for failure to adopt a compliant housing element or if the city does not follow state laws that require ministerial approval of certain housing projects.

U
nder existing law cities can be subject to significant fines and penalties for violating certain housing laws. However, before fines are imposed, a city has the ability to correct the action. Additionally, enhanced fines are not imposed unless the city fails to follow a court’s order or acts in bad faith.

U
nfortunately, as currently drafted, SB 1037 does not provide an opportunity for cities to correct an honest mistake or address a genuine difference in interpreting the law. Even those jurisdictions acting in good faith could be subject to significant fines and be required to pay the Attorney General for all costs investigating and prosecuting the action, including expert witness fees and attorney’s fees.

I
nstead of creating new fines and penalties, lawmakers and the Department of Housing and Community Development should provide cities with clear guidance and technical assistance to help them finalize their housing elements and put those plans to work so much-needed housing construction can occur.

F
or these reasons, the City of Milpitas must oppose SB 1037. If you have any questions, do not hesitate to contact Assistant City Manager Matt Cano at 408-890-8065.

Sincerely,
Carmen Montano
Mayor, City of Milpitas
C: The Honorable Scott Wiener
The Honorable Aisha Wahab
The Honorable Alex Lee
Samantha Caygill, Cal Cities Regional Public Affairs Manager, via [email protected] League of California Cities, via [email protected] Milpitas City Council

Page 35 of 496 ends

City of Milpitas

408.586.3000
455 E. Calaveras Blvd.

Milpitas, CA 95035
www.milpitas.ca.gov

July 31, 2024

The Honorable Buffy Wicks
Chair, Assembly Appropriations Committee
1021 O Street, Suite 8220
Sacramento, CA 95814

RE: SB 1123 (Caballero) Subdivisions: Ministerial Approval.

Notice of OPPOSITION UNLESS AMENDED (As Amended on June 13, 2024)

Dear Chair Wicks,

The City of Milpitas must respectfully oppose measure SB 1123 (Caballero) unless it is amended to remove the provisions pertaining to vacant single-family parcels. SB 1123 as currently drafted would require cities to allow the construction of up to 10 new units on a parcel that was zoned and planned for only one unit. Not only is SB 1123 inconsistent with local zoning standards, but it will likely also be contrary to a city’s state- mandated housing element.

Housing affordability and homelessness are among the most critical issues facing California cities. Affordably priced homes are out of reach for many people and housing is not being built fast enough to meet the current or projected needs of people living in the state. Cities lay the essential groundwork for housing production by planning and zoning new projects in their communities based on extensive public input and engagement and state housing laws. Importantly, cities are currently updating housing plans to identify sites for more than two million additional housing units.

SB 1123 ignores this state-mandated local planning effort and forces cities to allow up to 10 times more density on parcels set aside for a single-family home. This seriously questions the rationale for the regional housing needs allocation (RHNA) process. If developers can disregard existing zoning requirements, why should cities go through the multiyear planning process to identify sites suitable for new housing units, for those plans to be ignored?

Furthermore, SB 1123 will not facilitate additional housing development in a manner that supports local flexibility, decision-making, and community input. The bill would undermine the ability of local governments to responsibly plan for the type of housing that communities need while preempting the input of residents who will experience negative impacts associated with this bill. SB 1123 will result in development that will burden existing utilities, infrastructure, and city services without allowing cities to adequately analyze and address such impacts. Ultimately, the bill will benefit developers rather than homeowners, who likely will not have the desire and resources to build more homes on their property.

Page 36 of 496 ends

SB 1123 (Caballero) Subdivisions: Ministerial Approval. Page 2 of 2 Notice of OPPOSITION UNLESS AMENDED (As Amended on June 13, 2024), City of Milpitas July 31, 2024

California cities are committed to being part of the solution to the housing shortfall across all income levels and will continue to work collaboratively with you and other stakeholders on legislative proposals that will spur much-needed housing construction in a manner that is consistent with local planning processes and important public engagement. If you have any questions, do not hesitate to contact Assistant City Manager Matt Cano at [email protected].

Sincerely,

Carmen Montano
Mayor, City of Milpitas

C: The Honorable Anna Caballero
The Honorable Aisha Wahab
The Honorable Alex Lee
Samantha Caygill, Cal Cities Regional Public Affairs Manager, via [email protected] League of California Cities, via [email protected] Milpitas City Council

Page 37 of 496 ends

City of Milpitas

408.586.3000
455 E. Calaveras Blvd.

Milpitas, CA 95035
www.milpitas.ca.gov

July 31, 2024

The Honorable Anna Caballero
Chair, Senate Appropriations Committee
State Capitol, Suite 412
Sacramento, CA 95814

RE: AB 1886 Housing Element Law: substantial compliance: Housing Accountability Act.

Notice of OPPOSITION (As of April 1, 2024)

Dear Chair Caballero,

The City of Milpitas regretfully must oppose measure AB 1886 (Alvarez), because it turns its back to a fundamental provision of housing element law: A city may disagree with HCD; explain why its housing element is in substantial compliance with the law; and then adopt that housing element which is thereafter considered “in substantial compliance with housing element law.”

For decades, cities have worked with HCD to draft housing plans that accommodate their fair share of housing at all income levels. These extensive and complex plans can take years to develop, including public involvement and engagement, and environmental review. Cities go to great lengths to ensure that their housing element substantially complies with the law, even if HCD disagrees. Current law acknowledges this fact by allowing cities to “self-certify” their housing element or take the issue to court and have a judge make the final determination of substantial compliance.

AB 1886 encourages “builder’s remedy” projects by eliminating self-certification for the purpose of what it means to have a housing element “in substantial compliance with the law.” The “builder’s remedy” allows a developer to choose any site other than a site that is identified for very low-, low-, or moderate-income housing, and construct a project that is inconsistent with both the city’s general plan and zoning. AB 1886 facilitates such projects for those cities that have a good faith disagreement based on substantial evidence.

The City of Milpitas believes that AB 1886 is counterproductive. What is really needed is for HCD to partner with cities to provide meaningful direction that helps them finalize their housing elements and put those plans to work so that much- needed housing construction can occur. For these reasons, the City of Milpitas must oppose AB 1886 (Alvarez). If you have any questions, do not hesitate to contact our Assistant City Manager Matt Cano at 408-890-8065.

Sincerely,

Carmen Montano
Mayor, City of Milpitas

C: The Honorable David A. Alvarez
The Honorable Aisha Wahab
The Honorable Alex Lee
Samantha Caygill, Cal Cities Regional Public Affairs Manager, via [email protected] League of California Cities, via [email protected] Milpitas City Council

Page 38 of 496 ends

City of Milpitas

408.586.3000
455 E. Calaveras Blvd.

Milpitas, CA 95035
www.milpitas.ca.gov

July 31, 2024

The Honorable Buffy Wicks
Chair, Assembly Appropriations Committee
1021 O Street, Suite 8220
Sacramento, CA 95814

RE: SB 937 (Wiener) Development projects: permits and other entitlements: fess and charges.

Notice of OPPOSITION UNLESS AMENDED (As January 17, 2024)

Dear Chair Wicks,

The City of Milpitas must regretfully oppose unless amended measure SB 937 which would prohibit local agencies from collecting the payment of fees for the construction of public improvements or facilities until the development receives its certificate of occupancy.

Local governments and planners appreciate the need to provide builders with some level of certainty regarding the fees and other conditions applicable to their proposed development before they make substantial investments in pursuing the development. However, that certainty often comes with social costs.

The roads, fire stations, water and sewer facilities, and other necessary assets that will serve future residents of the development - or to mitigate the development's environmental impacts - are not without cost. And these do not become less expensive as time goes on. "Freezing" development fees and related conditions for an extended period ultimately means that the local government cannot recover the ever-increasing costs of those facilities - which in turn means that construction of those facilities may be delayed, or never fully occur.

These consequences must be balanced against the builders’ certainty interests, to avoid creating unmitigated impacts or future underserved communities.

There are often years, or even decades, between the initial application for approval of the very first land use entitlement relating to a project and when a developer applies for the issuance of building permits for a project. During this period, the costs of infrastructure and public services inevitably rise. This bill would prevent local governments from recovering those costs, thereby resulting in inadequate public facilities.

SB 937 counter-intuitively discourages speedy approval of housing developments.

If the "freeze" commences with the very first development entitlement, conscientious local governments, who desire to fully fund and provide adequate public facilities and services, will be encouraged to defer that approval until the developer can provide positive assurances that the project will be completed without delay.

Further, the inability to ensure that the applicable fees will produce sufficient funding to construct the necessary facilities within a reasonable timeframe may make it more difficult to rely on those fee mechanisms as mitigation for environmental impacts under CEQA - thereby encouraging legal challenges and consequent delays.

Page 39 of 496 ends

SB 937 (Wiener) Development projects: permits and other entitlements: fees and charges. Page 2 of 2 Notice of OPPOSITION UNLESS AMENDED (As of January 17, 2024), City of Milpitas July 31, 2024

Additionally, SB 937 prohibits local agencies from posting a performance bond or a letter of credit from a federally insured, recognized depository institution to guarantee payment of any fees or charges with the proposed development project. This is concerning as local governments need to be able to guarantee that the collection of fees is allowed through a legally binding agreement. That means if a city starts construction on public improvement projects before final inspection, it will be much more difficult to enforce the developer’s obligation to pay these fees and as a result, cause local governments to subsidize costly infrastructure upgrades necessary to promote public health and safety for residents within the community.

To improve the bill, the author should clarify in the language that a certificate of occupancy or another similar measure determines the time when local governments can collect permit fees as not all jurisdictions issue certificates of occupancy. Additionally, the author should remove the language prohibiting the local government’s authority to require a bond or letter of credit if a housing development project does not pay fees until the final building inspection. We are very concerned by the inclusion of Quimby Act park land dedications within the Mitigation Fee Act, as well as the language that includes utility-related connection fees and capacity charges within Section 66077 of the bill and urge the author to remove these provisions from the bill. Finally, while we understand the economic forces that have led to the delay of numerous housing projects, we are concerned by continued legislative efforts to extend expiring land use entitlements and urge the author to take a measured approach to this issue in SB 937, including by perhaps limiting applicability to 100% affordable housing projects.

For these reasons, we have taken an “oppose unless amended position” on SB 937. If you have any questions, do not hesitate to contact Assistant City Manager Matt Cano at 408-890-8065.

Sincerely,

Carmen Montano
Mayor, City of Milpitas

C: The Honorable Scott Wiener
The Honorable Aisha Wahab
The Honorable Alex Lee
Samantha Caygill, Cal Cities Regional Public Affairs Manager, via [email protected] League of California Cities, via [email protected] Milpitas City Council

Page 40 of 496 ends

City of Milpitas

408.586.3000
455 E. Calaveras Blvd.

Milpitas, CA 95035
www.milpitas.ca.gov

July 31, 2024

The Honorable Blanca Pacheco
Chair, Assembly Rules Committee
1021 O Street, Suite 6250
Sacramento, CA 95814

RE: SB 21 (Umberg) Controlled substances.

Notice of SUPPORT (As Amended on January 17, 2024)

Dear Chair Pacheco,

The City of Milpitas is pleased to support measure SB 21 (Umberg). This measure would require a person who is convicted of fentanyl-related drug offenses to receive a written advisory of the danger of manufacturing or distribution of controlled substances and that, if a person dies because of that action, the manufacturer or distributor can be charged with voluntary manslaughter or murder.

A recent study by the Center for Disease Control (CDC) names fentanyl the deadliest drug in the United States. Fentanyl is often disguised as other synthetic opioids or drugs, then sold on the street to users who are unaware that fentanyl is a key ingredient. Users who unknowingly ingest these substances believing they are taking a less powerful drug are much more susceptible to overdose or even death. When abused, fentanyl affects the brain and nervous system and is 50 times stronger than heroin and 100 times stronger than morphine.

With respect to deaths resulting from driving under the influence (DUI), the California Supreme Court held in People v. Watson (1981), 30 Cal.3d 290, 298, in affirming a second-degree murder conviction, that “when the conduct in question can be characterized as a wanton disregard for life, and the facts demonstrate a subjective awareness of the risk created, malice may be implied.” To codify this notion, California Vehicle Code §23593 was implemented in 2004 to require that courts read an admonishment to anyone convicted of reckless driving or DUI to inform them of the state’s ability and intent to charge a repeated future offense with manslaughter or murder.

Existing law makes it unlawful to sell, traffic, or transport specified opiates and opiate derivatives including fentanyl. SB 21 authorizes a defendant who is charged with those offenses the ability to undergo a treatment program in lieu of a jail or prison sentence if certain conditions are met. This seeks to maximize the access to rehabilitative and treatment programs for Californians.

Page 41 of 496 ends

SB 21(Umberg) Controlled substances. Page 2 of 2
Notice of SUPPORT (as Amended on January 17, 2024), City of Milpitas July 31, 2024

For these reasons, the City of Milpitas supports SB21 (Umberg). If you have any questions, do not hesitate to contact Assistant City Manager Matt Cano at [email protected].

Sincerely,

Carmen Montano
Mayor, City of Milpitas

C: The Honorable Tom Umberg
The Honorable Aisha Wahab
The Honorable Alex Lee
Samantha Caygill, Cal Cities Regional Public Affairs Manager, via [email protected] League of California Cities, via [email protected] Milpitas City Council

Page 42 of 496 ends

City of Milpitas

408.586.3000
455 E. Calaveras Blvd.

Milpitas, CA 95035
www.milpitas.ca.gov

September 9, 2024

The Honorable Anna Caballero
Chair, Senate Appropriations Committee
1020 N St., Rm 234
Sacramento, CA 95814

RE: AB 573 (Garcia) Organic waste: meeting recovered organic waste product procurement targets
Notice of SUPPORT (As Amended on July 13, 2023)

Dear Chair Caballero,

The City of Milpitas is pleased to support measure AB 573 (Garcia). This measure would grant local jurisdictions flexibility in meeting their SB 1383 (Organic Waste and Methane Emissions Reduction Goals) organic product procurement requirements. In an effort to drive market development for organic waste products such as mulch and compost under SB 1383, CalRecycle established regulations for local jurisdictions to procure a specific amount of specified organic waste products. These requirements became effective on January 1, 2024.

Many local jurisdictions are struggling to meet the procurement targets set by CalRecycle in a cost-effective manner, and the organic waste product market development is not as far along as anticipated. Studies show that the state will not have the processing capacity to meet 2025 targets. As a result, this bill would allow for out-of-state processing of California-derived organic waste to be considered eligible for meeting procurement targets and allow more time for California organic waste markets and processing capacity to develop.

The City of Milpitas has implemented many programs and policies to comply with SB 1383 requirements, including expanding local compost giveaway events for Milpitas residents. The City is also working with a consultant on a procurement strategy that would identify the most cost-effective way for the City to meet the SB 1381 procurements. However, due to the limited availability of materials and markets, meeting the aggressive SB 1383 procurement targets will continue to be a challenge for the City, and flexibility created through AB 573 could increase the market for eligible organic waste products and create access to products at more competitive costs.

The Milpitas City Council has identified the environment among its top Council Priority Areas. The City’s Energy and Environmental Sustainability Commission has taken action to recommend that the City of Milpitas take a support position on AB 573.

Page 43 of 496 ends

AB 573 (Garcia) Organic waste: meeting recovered organic waste product procurement targets. Page 2 of 2 Notice of SUPPORT (as Amended on July 13, 2023), City of Milpitas September 9, 2024

For these reasons, the City of Milpitas supports AB 573 (Garcia). If you have any questions, do not hesitate to contact Assistant City Manager Matt Cano at [email protected].

Sincerely,

Carmen Montano
Mayor, City of Milpitas

C: The Honorable Eduardo Garcia
The Honorable Aisha Wahab
The Honorable Alex Lee
Samantha Caygill, Cal Cities Regional Public Affairs Manager, via [email protected] League of California Cities, via [email protected] Milpitas City Council

Page 44 of 496 ends

City of Milpitas

408.586.3000
455 E. Calaveras Blvd.

Milpitas, CA 95035
www.milpitas.ca.gov

September 9, 2024

Office of Governor Gavin Newsom
1021 O Street, Suite 9000
Sacramento, CA 95814

RE: Notice of SUPPORT for the following Legislative Bills:

AB 1053 (Gabriel) – Housing programs: multifamily housing programs: expenditure of loan proceeds.

AB 2346 (Lee) – Organic waste reduction regulations: procurement of recovered organic waste products.

AB 3233 (Addis) – Oil and gas: operations: restrictions: local authority.

AB 660 (Irwin) – Food and beverage products: labeling: quality dates, safety dates, and see-by dates.

SB 1143 (Allen) – Pain products: stewardship program.

SB 1147 (Portantino) – Drinking water: microplastics levels.

Dear Honorable Governor Gavin Newsom,

The City of Milpitas is pleased to support the measures identified above that are before you for signature.

These measures will enhance laws to further protect our environment and public health, and reduce greenhouse gas emissions contributing to climate change. For example, SB 1147 will require a study of the health effects of microplastics in drinking water and bottled water and, after completion of the study, the development of public health goals for microplastics in drinking water. In response to rising concerns over the potential impacts of microplastics, the State has begun efforts to reduce the introduction of microplastics into the environment, ocean, and aquatic systems. However, additional studies are now needed to close data gaps about the presence and impact of microplastics in drinking water and bottled water, which will lead to establishing regulatory limits that will reduce the exposure and ingestion of microplastics and further protect public health.

AB 1053, SB 1143, AB 660, and AB 2346 each support reducing landfilled materials and landfill emissions, such as eliminating a loophole in the state’s single-use bag prohibition, standardizing and simplifying food quality/safety labels, which could reduce food waste and support efforts to divert organics from landfills, and expanding manufacturer-funded programs for the collection and safe disposal of paint products. AB 3233 affirms local control over oil and gas operations within its jurisdiction.

The Milpitas City Council has identified the environment and community wellness among its top Council Priority Areas. The City’s Energy and Environmental Sustainability Commission has reviewed and identified each of these measures as key to supporting the City’s ongoing sustainability and climate action goals.

Page 45 of 496 ends

Various Legislative Bills for Governor Signature Page 2 of 2 Notice of SUPPORT, City of Milpitas
September 9, 2024

For these reasons, the City of Milpitas supports each of the above-mentioned bills. If you have any questions, do not hesitate to contact Assistant City Manager Matt Cano at [email protected].

Sincerely,

Carmen Montano
Mayor, City of Milpitas

C: The Honorable Jesse Gabriel
The Honorable Dawn Addis
The Honorable Jacqui Irwin
The Honorable Ben Allen
The Honorable Anthony Portantino
The Honorable Aisha Wahab
The Honorable Alex Lee
Samantha Caygill, Cal Cities Regional Public Affairs Manager, via [email protected] League of California Cities, via [email protected] Milpitas City Council

Page 46 of 496 ends

City of Milpitas

408.586.3000
455 E. Calaveras Blvd.

Milpitas, CA 95035
www.milpitas.ca.gov

September 9, 2024

The Honorable Anna Caballero
Chair, Senate Appropriations Committee
1020 N St., Rm 234
Sacramento, CA 95814

RE: SB 903 (Skinner) Environmental Health: product safety: perfluoroalkyl and polyfluoroalkyl substances
Notice of SUPPORT (As Amended on April 11, 2024)

Dear Chair Caballero,

The City of Milpitas is pleased to support measure SB 903 (Skinner). This measure would phase out and, starting on January 1, 2032, prohibit the distribution and sale in the state of a product that contains intentionally added per- or poly-fluoroalkyl substances (PFAS) unless the use of PFAS is currently unavoidable as defined.

Due to their widespread use and persistence, PFAS chemicals, also known as “forever chemicals,” are found in the blood of people and animals worldwide. Scientific studies have shown that exposure to certain levels of PFAS in the environment may be linked to harmful effects in humans and animals, including cancer, immune system disorders, and developmental and reproductive problems.

While the State has taken some action to regulate PFAS chemical use in specific products and set public health goals and regulatory standard levels for PFAS in drinking water, additional action is needed to phase out PFAS from consumer products to further reduce human and animal exposure to these forever chemicals.

The Milpitas City Council has identified the environment and community wellness among its top Council Priority Areas. The City’s Energy and Environmental Sustainability Commission has identified phasing out of PFAS in consumer products as a significant issue for our community and has taken action to recommend that the City of Milpitas take a support position on SB 903.

For these reasons, the City of Milpitas supports SB 903 (Skinner). If you have any questions, do not hesitate to contact Assistant City Manager Matt Cano at [email protected].

Sincerely,

Carmen Montano
Mayor, City of Milpitas

C: The Honorable Nancy Skinner
The Honorable Aisha Wahab
The Honorable Alex Lee
Samantha Caygill, Cal Cities Regional Public Affairs Manager, via [email protected] League of California Cities, via [email protected] Milpitas City Council

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City of Milpitas

408.586.3000
455 E. Calaveras Blvd.

Milpitas, CA 95035
www.milpitas.ca.gov

September 11, 2024

The Honorable Gavin Newsom
1021 O Street, Suite 9000
Sacramento, CA 95814

RE: AB 98 (Carrillo, Juan, and Reyes): Planning and zoning: logistic use: truck routes Request for Veto (Amended as of August 28, 2024)

Dear Governor Newsom:

The City of Milpitas respectfully requests that you veto AB 98 (Carrillo, Juan, and Reyes), as amended on August 28, 2024. The bill, unless specific standards are met, would significantly limit new or expanded logistics use developments and warehouses on existing and rezoned industrial sites within 900 feet of sensitive receptors. This could lead to a drastic reduction in economic development and job opportunities.

The bill would also require all local governments to update their circulation elements logistic use development information, including truck routes, signage, parking, and idling. It would authorize the Attorney General to fine local jurisdictions up to $50,000 every six months if non-compliant.

AB 98 was introduced for the first time in the final days of the legislative session after months of private closed-door negotiations, which unjustly excluded city and county associations and other key stakeholders.

While the bill’s intentions are to address air quality-related concerns adjacent to warehouse operations, this problematic gut-and-amend includes stringent requirements that will severely impact the ability of local jurisdictions to site new or expanding businesses based on unique geographic and community characteristics and stifle economic and workforce development in their communities.

1) AB 98 was negotiated behind closed doors and excluded key stakeholders, including cities and counties.

The policy presented in the warehouse bill goes far beyond previous legislative efforts, including AB 1000 (Reyes) from earlier this year. Not only is the legislation far-reaching, but it has not been fully vetted through the legislative process. No policy committee has deliberated on this bill. Only hand-picked stakeholders could have their positions heard, and there have been no public hearings or opportunities for public comment on this substantial policy matter that forces a ‘one-size-fits-all’ approach on communities. The stakeholders responsible for the siting and permitting these facilities, cities, and counties were excluded, yet the legislation subjected them to continuous fines of up to $50,000.

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AB 98 (Carrillo, Juan, and Reyes): Planning and zoning: logistic use: truck routes Page 2 of 4 September 11, 2024

2) AB 98 takes local community-based solutions entirely off the table.

We are highly concerned that this measure overly constrains local governments by outright limiting a city’s ability to site a new or expanded use of a logistic use development or warehouse within 900 feet of sensitive receptors. Local decision-making is essential to ensuring zoning regulations are tailored to various communities' unique needs and concerns. Cities and counties have good neighbor policies and local ordinances that make them better equipped to determine appropriate setback requirements and conditions for logistic use developments based on public engagement and their communities' specific geographic and regional needs. We believe local governments should retain their ability to exercise local discretion when siting logistic use developments before any state-mandated conditions are required.

3) AB 98 creates an uneven playing field for local governments, creating winners and losers based on geography, hampering employment opportunities, and limiting future economic growth.

AB 98 establishes a tiered framework that applies different setback requirements and warehouse conditions depending on existing industrial or re-zoned sites across the state. This would make logistic use and warehouse developments in certain cities or counties more attractive than others. This uneven playing field will benefit certain local governments to the detriment of others, in some cases solely based on geographic differences, hindering the ability of cities and counties to provide future job opportunities for their communities.

Additionally, several definitions in the bill would make the measure extraordinarily complex and problematic.

The definition of ‘logistic use’ would include the fact that the development may incidentally serve retail customers for onsite purchases, and the bill also states that a logistic use development may not sell directly to consumers. This is contradictory and misleading. Similarly, the definition of ‘sensitive receptor’ would include schools. Local governments are not responsible for the siting of schools and, therefore, would have no control should a school relocate directly adjacent to a logistic use development or warehouse.

4) AB 98 proposes a cart-before-the-horse approach that lacks science-based evidence for the standards imposed.

The warehouse bill would require the South Coast Air Quality Management District (SCAQMD) to deploy mobile air monitoring systems within the counties of Riverside and San Bernardino beginning Jan. 1, 2026, to Jan. 1, 2032, and after that, conducting an air modeling analysis to evaluate the impact of air pollution on sensitive receptors from logistic use development operations, submit findings to the legislature by January 1, 2033. It is pre-emptive to require such stringent standards, including setback distances, when sound scientific data hasn’t been collected and cannot justify these prescriptive requirements. Further, it is unclear why a bill with statewide standards and conditions would not require air quality monitoring and modeling across the state to ensure such standards are effectuating the change the bill intends to seek statewide.

The stringent standards in the bill are new and compounding existing laws and regulations that local governments are already complying with. Without sound science backing the need for additional requirements, the warehouse bill would provide more significant constraints that will hurt local communities.

As noted, cities are already addressing environmental impacts by complying with existing regulatory frameworks such as 1) implementing the California Environmental Quality Act (CEQA), 2) developing regional transportation and land use plans through regional council of governments, 3) implementing the Advanced Clean Fleet (ACF) regulations promulgated by the California Air Resources Board, and 4) meeting existing rules related to air quality standards, such as by the SCAQMD, which has established regulations to limit emissions from certain types of businesses, including logistics and warehouse facilities. Ultimately, this

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AB 98 (Carrillo, Juan, and Reyes): Planning and zoning: logistic use: truck routes Page 3 of 4 September 11, 2024

bill would set a precedent of usurping local control without a sound scientific basis.

5) The required circulation element update is extensive and triggers existing statutorily required updates to the circulation element to now meet the new deadlines included in the bill.

AB 98 would require all local governments to update their circulation element with truck routing information by either Jan. 1, 2028 or, if located in San Bernardino and Riverside counties, by Jan. 1, 2026. This would require a local government to make these updates within two years, and for the Inland Empire region, it would be within one year of the statute coming into effect. An update of the circulation element would be required, and it would result in costly fines if it were not completed. However, the bill is unclear that cities and counties can disapprove a logistic use facility development from moving forward. Therefore, the bill thrusts extensive provisions onto local governments without regard to the development of logistic uses and warehouses in their communities.

An unintended consequence of the warehouse bill would trigger that, based on the deadlines in the bill, existing statute that requires cities and counties to update their circulation element with protective safety measures for bicyclists and pedestrians must also meet the Jan. 1, 2026, and Jan. 1, 2028, deadlines, as prescribed in the bill. This would require local governments to complete all updates in the circulation element during this time frame; otherwise, the enforcement provisions and costly fines would apply.

The circulation element update would also require that truck traffic avoid residential areas and sensitive receptors. The bill would limit the trucks traveling from highways to industrial-zoned areas to only use major and minor collector streets and roads that predominantly serve commercially oriented uses. Communities are uniquely situated, and not all regions can meet these restrictive requirements. Further understanding of the potential implications in small to mid-size and suburban, rural, and urban communities should be further analyzed before imposing such restrictions.

6) The bill's provisions will impose costly, unfunded mandates for local governments.

AB 98 would require local governments to comply with the extensive bill standards and does not offer cost reimbursement based on these mandates. Local governments work hard to comply with existing statutes and regulations, such as CEQA and ACF, among many other state-mandated requirements. Adding new and complicated requirements without including mechanisms for local governments to receive reimbursement for such mandated costs is unreasonable. This would make it more challenging for local governments to meet the bill’s demands, encourage them to achieve the proposed requirements, and not complicate it with more significant unfunded mandates.

7) The enforcement provisions are overly harsh and aim to punish all local governments.

AB 98 would authorize the Attorney General to impose a fine of up to $50,000 every six months on local jurisdictions that do not complete their circulation element updates. Other legislation that includes similar fines has been contingent upon a court order or litigation before such penalties are imposed. With a ‘no- questions-asked’ approach to enforcement, local governments are targeted with this punitive provision.

Furthermore, this provision singles out local governments based on completing their circulation element update rather than focusing on implementing all the standards included in the bill. It should be noted that there are no other enforcement provisions in the bill for any of the different standards.

The City of Milpitas is concerned about the potential impacts of AB 98 on our light industrial zoned areas. On June 18, 2024, the City Council approved rezoning the Southwestern Employment Area from Light Industrial to the new Business Park/Research and Development (BP/RD) zoning. The newly established BP/RD zoning

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AB 98 (Carrillo, Juan, and Reyes): Planning and zoning: logistic use: truck routes Page 4 of 4 September 11, 2024

within the Southwestern Employment Area allows for warehouse uses of up to 200,000 square feet before triggering a Conditional Use Permit to incentivize advanced manufacturing uses that produce quality jobs and revenue generation for the City’s long-term financial sustainability. The Southwestern Employment Area is also home to the Foreign Trade Zone (#18), which allows businesses to delay, reduce, or eliminate duties on foreign goods and participate in streamlined customs processing.

For these reasons, the City of Milpitas respectfully requests that you veto AB 98. Should you have any questions, please contact me at [email protected] or 669-263 -3067.

Sincerely,

Carmen Montano
C: The Honorable Aisha Wahab
The Honorable Alex Lee
Samantha Caygill, Cal Cities Regional Public Affairs Manager, via [email protected] League of California Cities, via [email protected] Milpitas City Council
Jason Gonsalves, Kiley & Associates, via [email protected] Mayor, City of Milpitas

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CITY OF MILPITAS

AGENDA REPORT
(AR)
Item Title: Approve Travel to Long Beach, CA, for Mayor Carmen Montano and City Manager Ned Thomas to Attend the League of California Cities Annual Conference and Expo to be Held on October 16 – 18, 2024 (Staff Contact: Matt Cano, Assistant City Manager, 408-586-3012)
Category: Consent Calendar-Leadership and Support Services Meeting Date: 10/1/2024
Recommendation: (1) Authorize and approve travel to Long Beach, CA, for Mayor Carmen Montano to attend the League of California Cities Annual Conference and Expo, from October 16 – 18, 2024, for a not-to-exceed amount of $3,000; and (2) Authorize and approve travel to Long Beach, CA, for City Manager Ned Thomas to attend the League of California Cities Annual Conference and Expo, from October 16 – 18, 2024, for a not- to-exceed amount of $3,000.

BACKGROUND:

Each year, the League of California Cities brings together California elected and city officials to its Annual Conference and Expo in different California cities. This highly attended annual conference is scheduled for October 16 – 18, 2024, in Long Beach, California. The Mayor and City Manager’s attendance at the League of CA Cities Annual Conference and Expo will allow them to engage with other elected and city officials. During this conference, they will learn about various topics, such as housing/homelessness, infrastructure, technology and artificial intelligence, clean energy, emergency preparedness, council-city manager relations, communications, mental health issues, civic engagement, and current and trending legislative issues. The preliminary agenda is attached to this report.

In addition to City Manager Ned Thomas, two additional City staff members are attending the conference in Long Beach, CA – Assistant City Manager Matt Cano and Director of Economic Development & Strategic Initiatives Alex Andrade. In total, the City Manager’s Office expects to spend up to $6,000 in travel expenses and up to $3,000 from the Office of Economic Development. As part of the conference, Assistant City Manager Matt Cano will be on a speaking panel sharing information about the City of Milpitas’s innovative energy savings projects.

ANALYSIS:

The City of Milpitas Travel and Expense Policy requires City Council approval for all travel requests from the elected officials and City Manager. Council approval of the travel request will allow Mayor Carmen Montano to participate, engage with other elected officials statewide, and bring back the information to share with the Council. Continued conference participation and attendance also ensure the Milpitas community is fully represented at the regional, state, and national levels. Council approval of City Manager Ned Thomas’s travel request will provide continued professional education that enhances his knowledge, affording him the most current information for making decisions related to the administration of the City.

POLICY ALTERNATIVE(S):

Not applicable
FISCAL IMPACT:

The estimated expenses for the conference in Long Beach, CA, are $3,000 (registration, hotel, air/land transportation, and meal reimbursements). This is the first conference after the FY2024-25 Budget approval.

Therefore, Mayor Carmen Montano has a budget of $10,000 in her Individual Elected Official allocation for Conferences/Meetings/Memberships to cover the travel expenses related to the League of California Cities conference.

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The estimated expenses for City Manager Ned Thomas to attend the conference in Long Beach, CA, are $3,000 (registration, hotel, air/land transportation, per diem). This is the first conference after the FY2024-25 Budget approval. The City Manager’s office has a budget of $30,000 allocated for Conferences/Meetings/ Memberships to cover the travel expenses during the fiscal year for all department staff.

California Environmental Quality Act (CEQA):

By the definition provided in the California Environmental Quality Act (CEQA) Guidelines Section 15378, this action does not qualify as a “project” for the purpose of CEQA.

RECOMMENDATIONS:
1) Authorize and Approve Mayor Carmen Montano's Travel to Long Beach, CA, to attend the League of California Cities Annual Conference and Expo from October 16 – 18, 2024, for a not-to-exceed amount of $3,000 budgeted under the Individual Elected Official allocation for Conferences / Meetings / Memberships.
2) Authorize and Approve City Manager Ned Thomas’s Travel to Long Beach, CA, to attend the League of California Cities Annual Conference and Expo from October 16 – 18, 2024, for a not-to-exceed amount of $3,000 budgeted under the City Manager’s Office Conferences / Trainings allocation.

Attachment(s):

1. League of California Cities (LoCC) Annual Conference and Expo Preliminary Agenda and Concurrent Sessions List

2. Council Conferences/Trainings/Memberships Budget Tracking Sheet

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OCTOBER 16-18, 2024
ANNUAL

CONFERENCE AND EXPO

LONG BEACH, CA
Amplifying your voice.

Strengthening our cities.

Attachment 1

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League of California Cities 2024 Annual Conference and Expo1

MISSION
To expand and protect local control for cities through education and advocacy to enhance the quality of life for all Californians.

VISION
To be recognized and respected as the leading advocate for the common interests of California’s cities.

WE BELIEVE
uu Local self-governance is the cornerstone of democracy. uu Our strength lies in the unity of our diverse communities of interest.
uu In the involvement of all stakeholders in establishing goals and in solving problems.
uu In conducting the business of government with transparency, openness, respect, and civility.
uu The spirit of honest public service is what builds communities. uu Open decision-making that is of the highest ethical standards honors the public trust.
uu Cities are vital to the strength of the California economy. uu The vitality of cities is dependent upon their fiscal stability and local autonomy.
uu The active participation of all city officials increases Cal Cities' effectiveness.
uu Partnerships and collaborations are essential elements of focused advocacy and lobbying.
uu Ethical and well-informed city officials are essential for responsive, visionary leadership, and effective and efficient city operations.

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League of California Cities 2024 Annual Conference and Expo2 What’s Inside
Welcome ..............................................................................3 Board of Directors ...............................................................4 Conference Information ....................................................5 Resolutions Process .............................................................8 Program
Wednesday .......................................................................10 Thursday .............................................................................18 Friday ..................................................................................36 How to Get Involved ........................................................41 Helen Putnam Awards ......................................................43 Cal Cities Partners .............................................................44 Exhibitor Listings .................................................................45 Past Presidents ...................................................................53 Upcoming Conferences ...................................................56 Conference Maps .............................................................57 Cal Cities Partner - Premier Level - This session is either planned with or includes a speaker representing a Premier Cal Cities Partner.

Institute for Local Government - This session is planned with the Institute for Local Government.

MCLE Credits Offered - Cal Cities (Provider No. 1985) is a State Bar of California approved provider and certifies this activity meets the standards for MCLE Credit. To earn MCLE, please scan your badge at one of the available kiosks during these timeframes:
uu Once during Wednesday afternoon sessions.
uu Twice on Thursday: once during morning sessions and once during afternoon sessions.
uu Once on Friday during morning sessions.

Program Icons
Look for the following icons used throughout the program.

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League of California Cities 2024 Annual Conference and Expo3 Welcome to Long Beach for our 2024 Annual
Conference and Expo!
This year’s conference promises an exciting array
of opportunities to connect with peers, be inspired
by captivating keynote speakers, and engage in
compelling educational sessions.

Conference sessions will address our cities' most
pressing challenges, offering valuable insights and
practical solutions to support our communities.

The conference will also highlight our collective
achievements over the past year when cities
have united to advance local priorities in the
Legislature and the courts.

While at the conference, don’t forget to visit our
expansive Expo Hall, which showcases products
and solutions designed to enhance city services.

The Expo is your opportunity to connect with industry
experts on the latest innovations and technologies.

We are thrilled to bring together leaders from
throughout California to foster collaboration,
exchange ideas, and move our communities
forward. Together, we are amplifying local voices
and strengthening our cities.
2023-2024 League of
California Cities President
Daniel Parra
Mayor, Fowler
Officers of the League of California Cities
First Vice President
Lynne Kennedy
Mayor Pro Tem, Rancho Cucamonga
Second Vice President
Gabe Quinto
Council Member, El Cerrito
Immediate Past President
Ali Sajjad Taj
Mayor Pro Tem, Artesia
Executive Director and CEO
Carolyn Coleman
League of California Cities

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League of California Cities 2024 Annual Conference and Expo4 2024 BOARD OF DIRECTORS
Teresa Acosta, Council Member, Carlsbad,
At-large
Ashleigh Aitken, Mayor, Anaheim, Large City
Walter Allen III, Council Member, Covina, At-large
Jan Arbuckle, Mayor, Grass Valley, At-large
Al Austin, Council Member, Long Beach, Large
City Representative
Melanie Bagby, Council Member, Cloverdale,
At-large
Karen Bass, Mayor, Los Angeles, Large City
Scott Bauer, Council Member, Eureka, Redwood
Empire Division
LaTanya Bellow, Assistant City Manager, Berkeley,
Personnel and Employee Relations Department
Priya Bhat-Patel, Mayor Pro Tem, Carlsbad,
Women’s Caucus
James Bozajian, Council Member, Calabasas,
Los Angeles County Division
Andrew Chou, Council Member, Diamond Bar,
At-large
David Cohen, Council Member, San Jose, Large
City Representative
Karen Comstock, Mayor Pro Tem, Chino, Inland
Empire Division
Christine Dietrick, City Attorney, San Luis Obispo,
City Attorneys Department
Alice Dowdin Calvillo, Council Member,
Auburn, Sacramento Valley Division
Jerry Dyer, Mayor, Fresno, Large City
Marilyn Ezzy Ashcraft, Mayor, Alameda, East Bay
Division
Neysa Fligor, Council Member, Los Altos,
Peninsula Division
Todd Gloria, Mayor, San Diego, Large City
Karen Goh, Mayor, Bakersfield, Large City
Marshall Goodman, Mayor, La Palma, At-large
Rene Guerrero, Director of Public Works,
Pomona, Public Works Department
Mike Healy, Council Member, Petaluma, North
Bay Division
Britt Huff, Council Member, Rolling Hills Estates,
At-large
Randi Johl, Legislative Director/City Clerk,
Temecula, City Clerks Department
Dan Kalb, Council Member, Oakland, Large City
Representative
Lisa Kaplan, Council Member, Sacramento,
Large City Representative
Jim Lewis, City Manager, Atascadero, City
Managers Department
Ray Marquez, Council Member, Chino Hills,
At-large
Lisa Middleton, Council Member, Palm Springs,
At-large
John Minto, Mayor, Santee, San Diego County
Division
Scott Nassif, Mayor, Apple Valley, Desert
Mountain Division
Eric Nelson, Planning Commissioner, Dana Point,
Planning and Community Development Department
Kim Nguyen-Penaloza, Council Member,
Garden Grove, Orange County Division
Lori Ogorchock, Council Member, Antioch,
Mayors and Council Members Department
Jaime Patino, Council Member, Union City,
At-large
Dave Potter, Mayor, Carmel, Monterey Bay
Division
Ana Maria Quintana, Council Member, Bell,
At-large
Roberta Raper, Dir. Of Finance and Technology,
West Sacramento, Fiscal Officers Department
Dana Reed, Council Member, Indian Wells,
Riverside County Division
David Sander, Mayor, Rancho Cordova, 2024
National League of Cities President
Cindy Silva, Council Member, Walnut Creek,
At-large
Jeff Smith, Police Chief, Pismo Beach, Police
Chiefs Department
Dan Stefano, Fire Chief, Costa Mesa, Fire Chiefs
Department
Erica A. Stewart, Mayor, San Louis Obispo,
Channel Counties Division
Kuldip Thusu, Council Member, Dinuba, South
San Joaquin Valley Division
Racquel Vasquez, Mayor, Lemon Grove, African
American Caucus
Anna Velazquez, Mayor, Soledad, Latino Caucus
Malia Vella, Council Member, Alameda, Asian
Pacific Islanders Caucus
Tyller Williamson, Mayor, Monterey, Lesbian Gay
Bisexual Transgender Queer Caucus
Dan Wright, Council Member, Stockton, Central
Valley Division

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League of California Cities 2024 Annual Conference and Expo5 Conference Information
Event Locations
Unless otherwise noted, all events
take place in the Long Beach
Convention Center.

Offsite Location
Hyatt Regency Long Beach
200 S. Pine Avenue
Convention Center
Amenities
Complimentary wireless internet is
available in the public areas. The
network is named “complimentary
internet” and an email is required
to create an account for use.

Water stations are available
throughout the Convention Center
for your convenience.

Lost and Found
For help locating or turning in a lost
item during the conference, take
the item to Cal Cities conference
registration. The item will be
held until the conclusion of the
conference, at which time the
Long Beach Convention Center
Security (562) 499-7525 (or x525
from a house phone) will log the
item into their lost and found room,
and hold it for 30 days after the
conference.

Shuttle Information
Shuttle route runs between Best
Western Plus Hotel*, Hilton Long
Beach, Residence Inn Long Beach
Downtown, Hotel Maya, and the
Long Beach Convention Center.
*Courtyard Marriott guests use this stop.

For a full list of shuttle times, please
visit www.calcities.org/ACshuttle.

To contact shuttle dispatch, please
call (866) 323-2378.

Please note: No alcohol, open or closed,
is permitted to be carried on the shuttle.

Wednesday, October 16
No shuttle service between 1:30 - 3:45 p.m.

Service resumes at the Convention Center.
uu First hotel pickup: 7:00 a.m.
uu Last Convention Center pickup:
7:30 p.m.

Thursday, October 17
No service from 10:30 - 11:45 a.m. Service
resumes at the Convention Center.
uu First hotel pickup: 7:00 a.m.
uu Last Convention Center pickup:
6:45 p.m.

Friday, October 18
No service from 11:00 a.m. - 12:30 p.m.

Service resumes at the Convention Center.
uu First hotel pickup: 7:00 a.m.
uu Last Convention Center pickup:
2:00 p.m.

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League of California Cities 2024 Annual Conference and Expo6 Conference Information
Event and Meeting Policies
For a full description of Cal Cities' Event and Meeting Policies, please visit www.calcities.org/event-policies.

Providing a Safe and Respectful Environment
The League of California Cities is committed to ensuring a safe and respectful environment for all participants and staff at Cal Cities events and meetings.

We expect participants and staff to:
uu Be considerate and respectful in your speech and actions. uu Refrain from behavior and speech that could be perceived as demeaning, discriminatory, or harassing.
uu Be mindful of your surroundings and your fellow participants.

If you experience or witness harassment during a Cal Cities event or meeting, or have any other concerns, please contact a member of Cal Cities staff immediately. All reports are confidential.

Photo and Video Usage
Photos and videos taken by Cal Cities staff and contractors may be used in communications and promotional material, including on social media platforms and for future Cal Cities events and programs. Event participants are prohibited from recording or livestreaming Cal Cities events and meetings without prior permission.

Brown Act and Cal Cities
Conferences
The Brown Act permits the
attendance of a majority of the
members of a legislative body at
a conference or similar gathering
open to the public that addresses
issues of general interest to the
public or to public agencies of the
type represented by the legislative
body. However, a majority of the
members cannot discuss among
themselves, other than as part of
the scheduled program, business
of a specific nature that is within
the local agency’s subject matter
jurisdiction.

Session Materials
Our goal is to provide exceptional
educational experiences,
networking opportunities, and
innovative tools that will make
attendees and their cities more
successful. Presentation materials
are an important element of the
Annual Conference and will be
available online at
www.calcities.org/AC.

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League of California Cities 2024 Annual Conference and Expo7 Feedback Needed!
Take the Member Survey by November 1!
Help drive Cal Cities' 2025 advocacy agenda! Cal Cities’ advocacy efforts depend on member input to be successful. Tell us about the issues facing your city through the survey.

This survey is an important source of information for Cal Cities. The feedback received plays a crucial role in setting the Cal Cities Advocacy Priorities and developing member-informed legislative priorities.

Cal Cities’ effectiveness as the leading voice of California cities is only possible when we focus on the common interests of our members, making your feedback vital.

The 2025 Advocacy Priorities will be adopted by the Board of Directors in December.

Member Services Booth
Come visit the Member Services Booth inside the Cal Cities Pavilion, to expand your knowledge about Cal Cities. Learn about your road-map to Cal Cities leadership and how to use your membership to the fullest. Talk to a Cal Cities representative about how to participate in the professional departments, regional divisions and diversity caucuses. Get involved and make a difference.

Get Informed! Get Involved!
Be a Leader!

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League of California Cities 2024 Annual Conference and Expo8

HOW TO PARTICIPATE IN CAL CITIES' ANNUAL

CONFERENCE RESOLUTIONS PROCESS
Cal Cities policies directly guide the organization’s advocacy to promote local decision-making, and lobby against statewide policies that erode local control. The resolutions process and General Assembly is one way that city officials can directly participate in the development of Cal Cities policy.

General Resolutions
Sixty days before the annual conference, Cal Cities members may submit policy proposals on issues of importance to cities. The resolution must have the concurrence of at least five additional member cities or individual members.

The Cal Cities President assigns general resolutions to policy committees where members review, debate, and recommend positions for each policy proposal. Recommendations are forwarded to the Resolutions Committee.

Petitioned Resolutions
The petitioned resolution is an alternate method to introduce policy proposals during the annual conference. The petitioned resolution must be signed by voting delegates from 10% of member cities to qualify and submitted to the Cal Cities President at least 24 hours before the beginning of the General Assembly (8:30 a.m., Oct. 18). All qualified petitioned resolutions are forwarded to the General Assembly for consideration, regardless of the action recommended by the Resolutions Committee.

Resolutions Consideration at the Annual Conference
The Resolutions Committee considers all resolutions at a meeting during the annual conference. The Resolutions Committee consists of representatives from each Cal Cities diversity caucus, regional division, municipal department, policy committee, and up to ten optional appointments by the Cal Cities president.

General resolutions approved by either a policy committee or the Resolutions Committee are next considered by the General Assembly.

General resolutions not approved, or referred for further study by both a policy committee and the Resolutions Committee, do not go to the General Assembly. The Resolutions Committee may also amend the resolution, prior to moving it forward for consideration by the General Assembly. Resolutions approved by the General Assembly become Cal Cities policy.

The General Assembly and Voting Delegates
The General Assembly is a meeting of the collective body of all voting delegates - one from every member city. During the General Assembly, which takes place on the final day of the annual conference, voting delegates debate and consider general and petitioned resolutions forwarded by the Resolutions Committee.

Learn more at www.calcities.org/general-assembly

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Learn about all of CSCDA’s financing programs at www.CSCDA.org The Calif orn ia State wide Co mmu nities Dev elo pment Autho rit y was cr eat ed in 1988 , un der Californ ia’ s J oint Exerc ise o f Pow ers Act , t o prov ide Calif ornia’ s lo cal g overnments wit h an effec tiv e too l f or the timely f inancing of c ommunity -bas ed public benefit pro jects.

Founded and sponsored by
Public
Agency
Programs
Private Activity
Bond Programs
Property
Assessed Clean
Energy Bond
Programs
Infrastructure
Finance
Programs
New Markets
Tax Credit
Program
Workforce
Housing
Program

Page 63 of 496 ends

League of California Cities 2024 Annual Conference and Expo10 WEDNESDAY, OCTOBER 16
8:00 a.m. - 6:00 p.m. R egistration Open
Promenade Lobby
8:00 a.m. - 6:00 p.m. V oting Delegates Desk Open
Promenade Lobby
Are you the voting delegate or alternate for your city? Do you have questions about Resolutions? This is the
place to be! Pick up your voting card and get your
questions answered before the General Assembly.
8:30 a.m. - 1:00 p.m. City Clerks Department Meeting and W orkshop:

Local Democracy in the United States: Institutions,
Trust, and Public Policy
Seaview BC, Hyatt Regency
Pre-registration required. (Department meeting 8:30 - 9:00 a.m. followed by a four-hour workshop.) Accredited for one CMC/ MMC Advanced Education Point.

For many, the term “American government” calls
to mind the federal government and presidential
elections. But the reality is that the U.S. has almost
90,000 governments, most of which are local
governments. This workshop will focus on the role of
local democracy in the U.S. The speaker will discuss the history of local governance structures and electoral
institutions, the state of Americans’ trust in government and elections, major challenges to local governance
and democracy, and promising prospects for the future
that will prepare city clerks for the 2024 elections.

Moderator: Randi Johl, Legislative Director/City Clerk, Temecula Speaker: Sarah Anzia, Chancellor’s Professor of Public Policy & Political Science, University of California, Berkeley, and the Hoover Institution
10:00 a.m. - noon Understanding Public Service Ethics Laws and Principles (AB 1234)
Room 103 AB
State law requires elected and appointed officials to receive two hours of training in specified ethics laws and principles every two years. Newly elected and appointed officials
must receive this training within one year of becoming a public servant. Join a panel of experts as they help navigate the ethics laws and principles. Sign-in will begin 30 minutes prior to the session and you must be present for the full two hours to receive the certification of attendance. Entry will be prohibited once the session begins.

The Institute for Local Government is a State Bar of California minimum continuing legal education (MCLE) approved
provider and certifies this activity meets the standards for MCLE credit by the State Bar of California in the total amount of 2 hours (general credits). Provider #13881
Speaker: Andrew Shen, Senior Counsel, Renne Public Law Group Sign-in begins at
9:30 a.m.

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League of California Cities 2024 Annual Conference and Expo11 WEDNESDAY, OCTOBER 16
10:30 - 11:30 a.m. City Managers Department Meeting
Department Meeting Room 104 A
11:00 - 11:30 a.m. P ublic Works Department Meeting
Department Meeting Room 204
11:00 a.m. - noon A frican American Caucus Business Meeting Caucus Meeting Room 203
11:00 a.m. - noon L esbian Gay Bisexual Transgender Queer Caucus Business MeetingCaucus Meeting
Room 202
11:30 a.m. - 1:15 p.m. Inland Empir e and Desert Mountain Division Lunch Division Event Regency A, Hyatt Regency
Space is limited; please RSVP to your Regional Public Affairs Manager, Laura Morales, [email protected]. Additional fees may apply.
11:30 a.m. - 1:15 p.m. L os Angeles County Division Lunch Division Event Beacon AB, Hyatt Regency
Space is limited; please RSVP to your Regional Public Affairs Manager, Jennifer Quan, [email protected]. Additional fees may apply.
11:30 a.m. - 1:15 p.m. R edwood Empire Division Luncheon and Officer InstallationDivision Event
Solita Tacos, 1 Pine Avenue
Space is limited; please RSVP to your Regional Public Affairs Manager, Sara Sanders, [email protected]. Additional fees may apply.
11:30 a.m. - 1:15 p.m. Riv erside County Division Annual Conference Luncheon Division Event Regency DEF, Hyatt Regency
Space is limited; please RSVP to your Regional Public Affairs Manager, Jesse Ramirez, [email protected]. Additional fees may apply.
11:30 a.m. - 1:15 p.m. Sacr amento Valley Division Membership Meeting Division Event Shoreline AB, Hyatt Regency
Space is limited; please RSVP to your Regional Public Affairs Manager, Charles Anderson, [email protected].

Additional fees may apply.
11:30 a.m. - 1:15 p.m. South San Joaquin V alley Division Lunch Meeting Division Event Regency BC, Hyatt Regency
Space is limited; please RSVP to your Regional Public Affairs Manager, Rajveer Rakkar, [email protected]. Additional fees may apply.
12:45 - 1:15 p.m. Firs t-Time Attendee Orientation
Room 103 AB
Join Cal Cities leadership and staff as you begin your first Annual Conference experience. Hear about Cal Cities and how to get the most out of your conference experience.

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League of California Cities 2024 Annual Conference and Expo12 WEDNESDAY, OCTOBER 16
1:30 - 3:30 p.m. Opening Gener al Session
Expo Hall C
Presiding: Daniel Parra, President, League of California Cities and Mayor, Fowler
Honor Guard: Long Beach Fire Department Honor Guard
National Anthem Singers: Noah Jackson and Emily Zarza
Host City Remarks: Rex Richardson, Mayor, Long Beach
State of Cal Cities Annual Report: Carolyn Coleman,
Executive Director and CEO, League of California Cities Nominating Committee Report: Lisa Middleton,
Nominating Committee Chair and Council Member, Palm Springs Past Presidents’ Lifetime Achievement Award: Ali Sajjad Taj, Immediate Past President, League of California Cities and Mayor Pro Tem, Artesia
Keynote Address: How to Have Conversations
that Matter
Americans overwhelmingly want politics to be more
civil, but how can we actually get there? Award-
winning radio host and best-selling author Celeste
Headlee will present a series of science-backed
solutions that challenge how city leaders think
about conversations. This highly motivational talk,
with 10 practical lessons, will inspire self-confidence and introduce strategies for enhancing personal
and professional relationships by simply becoming
better at having conversations. When your job
hinges on how well you talk to people, you learn
a lot about how to have conversations. Knowing
what conversational tool to use (and when) is critical
to cultivating relationships and returning civility to
politics.

Speaker: Celeste Headlee, Communication and Human
Nature Expert, Award-winning Journalist and Author
Cal Cities Partner - Premier Level
Institute for Local Government
MCLE Credits Offered
Program Icons

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League of California Cities 2024 Annual Conference and Expo13 WEDNESDAY, OCTOBER 16
3:30 - 5:00 p.m. Legal Issues Session (1.5 hours General MCLE credit available) Concurrent Session Room 104 BC
Moderator: Joseph Montes, President, City Attorneys
Department, City Attorney, Alhambra, San Marino, and
Santa Clarita, Burke, Williams & Sorensen, LLP
Welcoming Remarks
Dawn McIntosh, City Attorney, Long Beach
General Municipal Litigation Update
This session will provide an update on litigation in
federal and state courts, as it pertains to California
cities.

Speakers: Mark J. Austin, Partner, Burke, Williams & Sorensen, LLP
Matthew Slentz, Senior Counsel, Colantuono, Highsmith & Whatley, PC
Hate-Bombing and Poetry Recitations: Handling
Disruptive Public Comment
Using real-life examples, this session will discuss
the law as it applies to public comment and offer
practical suggestions for managing disruptive public
comment.

Speakers: Amy Ackerman, Town Attorney, Corte Madera,
Partner, Renne Public Law Group
Eli H. Beckman, Mayor, Corte Madera
Jonathan Holtzman, Founding Partner, Renne Public Law Group 3:45 - 4:15 p.m. Fiscal Offic ers Department Meeting
Department Meeting Room 202
3:45 - 5:00 p.m. Are Cities Ready for an Electric Future? Concurrent Session Room 102
Having readily available power is key for communities
looking to grow clean technologies like electric
vehicles, increase economic growth, and meet
environmental goals. With electricity demand
projected to nearly double in the coming decades,
the job of planning and permitting use is more critical than ever. This discussion will provide an overview of
California’s grid readiness, including the role of local leaders in achieving necessary grid investments and
the benefits of action.

Moderator: Kome Ajise, Executive Director, SCAG
Speakers: Aaron Katzenstein, Deputy Executive Officer, South Coast Air Quality Management District
Hamed Mohsenian-Rad, Professor, University of California, Riverside Devin Rauss, Principal Manager, Southern California Edison

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League of California Cities 2024 Annual Conference and Expo14 WEDNESDAY, OCTOBER 16
3:45 - 5:00 p.m. Building V ibrant Communities: Leveraging Partnerships for Fun and EngagementConcurrent Session
Room 103 AB
Explore how collaborative partnerships can create
dynamic and engaging communities. Panelists will
delve into how alliances between stakeholders can
foster innovation, inclusivity, belonging, and ultimately, fun and vibrant communities. Through interactive
discussions and practical examples, the panel will
showcase how to enhance community engagement
and city services, promote cultural enrichment, and
nurture spaces where people thrive.

Moderator: David Sander, Mayor, Rancho Cordova, 2024
National League of Cities President
Speakers: Shelly Blanchard, Executive Director, Cordova Community Council
Diann Rogers, President & CEO, Rancho Cordova Area
Chamber of Commerce
Micah Runner, City Manager, Rancho Cordova
3:45 - 5:00 p.m. Calif ornia Economic Forecast: Navigating Economic TrendsConcurrent Session
Room 104 A
For 60 years, UCLA Anderson Forecast has provided
forecasts for economies across the country and is one
of the most accurate, widely followed, and frequently
cited in California. Avenu Insights & Analytics has
provided regional forecasts and trends in California for 40 years. Join us as we present our economic forecast
for the coming year, along with valuable insight and a
detailed explanation behind the numbers.

Moderator: Reva Feldman, Strategic Advisor, Avenu Insights and Analytics
Speakers: Francesco D. Mancia, Advisory Board Member,
Avenu Insights and Analytics
Jerry Nickelsburg, Professor of Economics & Director UCLA Anderson Forecast, UCLA Anderson School of Management

SHARE YOUR
THOUGHTS!
Send us your feedback
on the conference by
scanning this QR code.

Page 68 of 496 ends

League of California Cities 2024 Annual Conference and Expo15 WEDNESDAY, OCTOBER 16
3:45 - 5:00 p.m. Ho w Cities Can Stop the Hate
Concurrent Session Room 203 Planned with the Cal Cities Asian Pacific Islander Caucus California’s Stop the Hate program - a statewide
program implemented locally with community-based
partners - is working to stem the rising tide of hate in California. Panelists will share the resources and services offered through this program that municipal officials
and residents can access free of charge. Attendees
will learn about the importance of setting up anti-hate initiatives in their communities and how to partner with community organizations through the Stop the Hate
grant.

Moderator: Jeff Maloney, Council Member, Alhambra
Speakers: Kiran Bhalla, Project Director, AAPI Equity Alliance Adam Romero, Deputy Director, California Civil Rights Department Sayon Syprasoeuth, Co-Acting Executive Director, United Cambodian Community
3:45 - 5:00 p.m. Sho w Me the Money: Evaluating and Explaining Your City’s Financial ConditionConcurrent Session
Grand Ballroom A
With today’s world demanding more transparency and
accountability, municipal leaders need to understand
how to accurately assess a city’s financial condition.

This means knowing what questions to ask to get an
accurate and relevant assessment. The panel will
discuss how to manage the perspective of people who
see every city expenditure as an example of “wasting
money” and the opposite view that the city is “flush
with money.”
Moderator: Anil Comelo, City Manager, St. Helena
Speakers: Eric M. Hall, Vice Mayor, St. Helena
Claudia Jimenez, Vice Mayor, Richmond
Mark Moses, Principal, Mark Moses Consulting

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League of California Cities 2024 Annual Conference and Expo16 3:45 - 5:00 p.m. Na vigating Homelessness: A Successful Regional Partnership in North Orange CountyConcurrent Session
Grand Ballroom B
Facing court decisions and mounting community
pressure, 13 Orange County cities proactively initiated a regional partnership in 2018. Today, the partnership
encompasses a network of social workers and liaison
officers who provide support services and guidance
to two homeless navigation centers. In this session,
panelists will discuss how those communities worked
with the state and county to establish regional
navigation centers with wraparound services, including
how to create the funding for construction and
ongoing operations.

Moderator: Cindy Silva, Council Member, Walnut Creek
Speakers: Marshall Goodman, Mayor, La Palma
Joshua Newman, Senator, CA State Senate
Connor Traut, Council Member, Buena Park
4:00 - 5:00 p.m. P olicy Committee Member Meet Up
Room 204
Are you a current member of or interested in joining a
Cal Cities Policy Committee? Come meet our lobbyists
and committee leadership and get all your questions
answered!
4:30 - 5:00 p.m. Y oung Electeds Annual Conference Mixer Room 101 B
Welcome young elected officials and young city staff!
Join us to kick off the Annual Conference with other
young professionals! Come and meet attendees who
are dedicated to bettering their cities and growing
their professional networks.
5:00 - 7:00 p.m. Hos t City Reception and Expo Hall Grand Opening Expo Hall A/B
Join your fellow attendees at a reception hosted by
Visit Long Beach. Get your first look at more than 200
companies that offer products and services to cities,
all while enjoying some amazing hors d’oeuvres and
getting to know colleagues from across the state. Stop
by the Cal Cities Pavilion with any questions you might have. Don’t forget to play some bean bag toss with
your favorite Cal Cities Representatives!
WEDNESDAY, OCTOBER 16

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League of California Cities 2024 Annual Conference and Expo17 This is a free event open to all conference
attendees. A voluntary contribution of $7 5.00
(for city officials) and $250 (for non-city officials) to support CitiP AC is encouraged. Contributors
will receive refreshment tickets, casino chips,
and access to the VIP area!
Payment can be made at the door or online
prior to the event by visiting www .citipac.org
Food, Drinks, Casino Games,
Dancing and more!
Wednesday, October 16
7:00 - 9:00 p.m.

Ovation, 350 Pine A venue
A fundraiser in support of
Let’s groove tonight!

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League of California Cities 2024 Annual Conference and Expo18 THURSDAY, OCTOBER 17
7:30 a.m. - 4:00 p.m. R egistration Open
Promenade Lobby
7:30 a.m. - 4:00 p.m. V oting Delegates Desk Open
Promenade Lobby
Are you the voting delegate or alternate for your city? Do you have questions about Resolutions? This is the
place to be! Pick up your voting card and get your
questions answered before the General Assembly.
8:00 - 10:00 a.m. Gr ab and Go Breakfast
Promenade Lobby (8:00 - 9:00 a.m.)
Expo Hall A/B (9:00 - 10:00 a.m.)
9:00 a.m. - 4:00 p.m. V isit the Expo Hall
Expo Hall A/B
There’s so much to do on the Expo Floor! Don’t miss
your opportunity to meet businesses that can solve your product and service needs. Explore California CLASS
(booth 928) and VC3 (booth 1260), both sponsored
by Cal Cities, that can enhance and safeguard
your city’s financial resources. Stop by the Cal Cities Pavilion to find out how you can get more involved
in your Department, Division or Caucus. Meet up with
a colleague in the ConnectLounge, sponsored by
California CLASS. Come relax with some sweet therapy
dogs and participate in a community service project
benefitting Live Love Animal Rescue, sponsored by
Keenan.
8:15 - 9:30 a.m. Don’t Confuse Kindness with Weakness: How to Handle Disruptive Public MeetingsConcurrent Session
Room 102
Learn how to handle disruptive meetings online and
offline without losing your cool! This presentation will cover how cities can meet their legal obligations to
allow open, honest discourse while navigating free
speech concerns. The discussion will include important
safety tips, with an emphasis on techniques to handle
the most combative public speaker. Role-playing
scenarios will allow you to put these tips and tricks into immediate practice!
Facilitator: David Lim, Shareholder, Richards, Watson & Gershon

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League of California Cities 2024 Annual Conference and Expo19 THURSDAY, OCTOBER 17
8:15 - 9:30 a.m. Ho w to Integrate Real-Time Crime Centers and Advanced Training SimulatorsConcurrent Session
Room 103 AB
Real-time crime centers like the one in Livermore can
enhance decision-making and resource allocation,
enabling prompt responses to illegal activity —
including across jurisdictions. Livermore also uses an
immersive training simulator to bolster officers’ decision- making, de-escalation, and critical thinking skills, as well as their emotional intelligence. By combining
the two, law enforcement agencies can create
safer communities with proactive crime prevention
and well-prepared officers. Discover the benefits
of collaboration, identify opportunities for further
integration, and the benefits of frequent immersive
training environments.

Moderator: Marianna Marysheva, City Manager, Livermore
Speakers: Steve Goard, Lieutenant, Police Department, Livermore John Reynolds, Captain, Police Department, Livermore
Jeramy Young, Chief of Police, Livermore
8:15 - 9:30 a.m. E conomic Development and Public Finance: New Best Friends Forever?Concurrent Session
Room 104 A
Consumer preferences and life-work patterns are
evolving. Places like car dealerships, shopping malls,
and movie theaters are no longer guaranteed
economic development anchors. Consumers want
experience-based venues and cities want answers for
vacant shopping malls and office buildings. This panel
will present a new suite of tools — including value
capture zoning and economic development districts
(EIFDs, CRDs, CFDs) — that trigger private investment,
generate local revenues, and encourage vibrant,
affordable communities.

Moderator: Larry J. Kosmont, Chairman & CEO, Kosmont
Companies
Speakers: Jackie Melendez, Assistant City Manager, Chino Ronda Perez, City Manager, Palmdale
Mrunal Shah, Partner, Best Best & Krieger LLP

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League of California Cities 2024 Annual Conference and Expo20 THURSDAY, OCTOBER 17
8:15 - 9:30 a.m. T he Path Towards Plastic Pollution Prevention Concurrent Session Room 203
California’s recycling landscape is undergoing a
seismic shift. Currently, packaging waste makes up
over 50% of waste in California’s landfills by volume.

But under a new law, all single-use plastics and
packaging sold in California must be recyclable
or compostable by 2032. The landmark law shifts
the plastic pollution burden from consumers and
cities to producers by raising $5 billion from industry members over 10 years. This will cut plastic pollution
and support disadvantaged, low-income, and rural
communities most hurt by the impacts of plastic waste.

Get an update on the regulations and next steps for
implementation.

Moderator: Timothy Burroughs, Executive Director, StopWaste Speakers: Shane Buckingham, EPR Program Planning Lead,
Circular Action Alliance
Michael Caprio, Director of Government Affairs, CA, Republic Services
8:15 - 9:30 a.m. T he Impact of Minimum Wage Increases on LGBTQ Workers’ WellbeingConcurrent Session
Room 204 Planned with the Cal Cities Lesbian Gay Bisexual Transgender Queer Caucus
Sixteen dollars doesn’t go as far as it used to! This
session will explore reasons for supporting an increase in the minimum wage, with a focus on social justice,
workers’ rights, and equity. Panelists will highlight
struggles faced by LGBTQ workers in particular, bridging economic policy with social equity and advocating
for a new model that ensures dignity and equality
for every worker. The session will also discuss universal basic income as a complementary strategy and the
impact of Prop. 209 (1996) on vulnerable groups. The
session aims to advocate for comprehensive economic
policies that promote justice and inclusion for all.

Moderator: Henry Lo, Council Member, Monterey Park
Speakers: Devon Gray, President, End Poverty in California (EPIC) Juan Muñoz-Guevara, Council Member, Lynwood
Sepi Shyne, Council Member, West Hollywood

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League of California Cities 2024 Annual Conference and Expo21 THURSDAY, OCTOBER 17
8:15 - 9:30 a.m. Ba ttling Misinformation in the Age of Artificial IntelligenceConcurrent Session
Grand Ballroom A
Should artificial intelligence (AI) be feared or
embraced? For public officials, it’s both. Without proper detection and response strategies, AI can influence
elections, foster distrust, and make communication
with constituents more difficult. Municipal leaders need to know how to use AI to ensure successful outreach.

Experienced crisis communication experts and public
information officers will share effective approaches for today’s misinformation mayhem. Participants will learn
about recent disinformation incidents, ways to maintain digital integrity, and how to promote informed public
conversations about the productive and ethical uses of
AI.

Moderator: David Oro, Vice Mayor, American Canyon
Speakers: Brian Baker, President/Founder, Big Sky Crisis Communications
Alexa Davis, Assistant City Manager, Rolling Hills Estates Douglas Levy, Communications Strategist, Doug Levy
Communications LLC
8:15 - 9:30 a.m. Y our Housing Element is Certified! Now What? Concurrent Session Grand Ballroom B
You survived the housing planning process! The state
certified your housing element! What happens now?
Local leaders must put the changes in place that turn
units on paper into homes, condos, and apartments.

But as projects come forward, there are going to be
winners and losers — and we’re expected to figure it
all out. Hear how cities can implement their housing
elements that respect their community’s character,
attract high-quality developers and developments,
and encourage sincere community engagement. This
presentation isn’t about how Sacramento should fix
housing policy or CEQA: It’s about turning policies into projects.

Moderator: Bill McReynolds, Council Member, Ventura
Speakers: Ryan Aeh, Executive Vice President, City Ventures Joe Oftelie, President, SoCal Division, Warmington Residential Alicia Velasco, Planning Director, Cypress

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League of California Cities 2024 Annual Conference and Expo22 THURSDAY, OCTOBER 17
8:15 - 9:45 a.m. Legal Issues Session (1.5 hours General MCLE credit available) Concurrent Session Room 104 BC
Moderator: Susana Alcala Wood, First Vice President, City Attorneys Department, City Attorney, Sacramento
Land Use and CEQA Litigation
This session will provide an update on litigation related to land use, and the California Environmental Quality Act.

Speakers: Christine Leigh Crowl, Assistant City Attorney, Hercules, Senior Partner, Jarvis Fay
John Luebberke, Attorney, Herum\Crabtree\Suntag, LLP
Development Agreements - All You Need to Know for
Successful Development
This session will cover the elements of development
agreements that are required by state law, the
approval process, vested development rights, types
of projects, best practices, current trends, and tools
to achieve community benefits.

Speakers: Gabrielle Janssens, Partner, Goldfarb & Lipman LLP Karen Tiedemann, Partner, Goldfarb & Lipman LLP
10:00 - 11:30 a.m. Gener al Session
Expo Hall C
Presiding: Lynne Kennedy, First Vice President, League of California Cities and Mayor Pro Tem, Rancho Cucamonga
National League of Cities Remarks: David M. Sander,
Ph.D., President, National League of Cities and Mayor, Rancho Cordova, California
Helen Putnam Award for Excellence
Outgoing President’s Remarks: Daniel Parra, President,
League of California Cities and Mayor, Fowler
Keynote Address: Social Narratives, Economic
Realities, and the Outlook for California
Get a comprehensive economic forecast for California
and the nation as a whole from Beacon Economics'
Founding Partner Dr. Christopher Thornberg. Attendees
will gain insight into key economic indicators, such
as commercial and residential real estate markets,
employment trends, consumer spending, and
international trade, as well as the state budget deficit, housing costs, minimum wage implications, and
California’s decline in population. The presentation
will also include a focus on the leading risks facing
the economy, including ideologically driven political
dysfunction that occurs when pervasive narratives
diverge from economic realities.

Speaker: Dr. Christopher Thornberg, Founding Partner,
Beacon Economics

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League of California Cities 2024 Annual Conference and Expo23 THURSDAY, OCTOBER 17
11:30 a.m. - 1:00 p.m. A ttendee Lunch
Expo Hall A/B
11:45 a.m. - 12:05 p.m. Ho w Embedded Acoustic Leak Detection is Resolving Non-Revenue Water LossSpeed Session
Expo Hall A/B
The status quo no longer works when it comes to
eradicating non-revenue water loss — especially in light of a new statewide water conservation rule. Today’s
water utilities face unique challenges balancing water
conservation, operational efficiency, and environmental responsibility. Hear how real-world utilities have leveraged integrated acoustic leak detection technology and
benefitted from low flow rate measurement to track and
record water usage. This low-hanging, leaky fruit can
help cities easily reduce water loss.

Speaker: Bruce Bharat, Vice President & Country Manager, Kamstrup
11:45 a.m. - 1:30 p.m. Mont erey Bay Division Lunch
Division Event Yard House, 401 Shoreline Village Drive Space is limited; please RSVP to your Regional Public Affairs Manager, Deanna Sessums, [email protected]. Additional fees may apply.
12:15 - 12:35 p.m. Trolls on Social Media: Can I Block Them? Speed Session Expo Hall A/B
The U.S. Supreme Court issued a ruling this March
laying out a test for when council members or other
local officials may remove comments or block people
on social media. This session will explain the rule and how council members and other public officials may
structure their social media accounts so that they can
delete comments or block people from their accounts.

Speaker: Laurence Wiener, Shareholder, Richards Watson & Gershon, City Attorney, Beverly Hills
12:45 - 1:05 p.m. C ode Enforcement
Speed Session Expo Hall A/B
Code enforcement is the Swiss Army tool of public
agencies when dealing with a variety of challenges,
including housing, homelessness, cannabis, sidewalk
vending, short-term rentals, and permitting. Yet code
enforcement actions often lead to lawsuits and liability for public agencies, as well as safety concerns for code enforcement officers. This session will provide an overview of code enforcement laws, how to deal with common
violations, and the best practices for risk mitigation.

Speaker: Matthew Silver, Managing Partner, Civica Law Group, APC

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League of California Cities 2024 Annual Conference and Expo24 THURSDAY, OCTOBER 17
1:00 - 2:00 p.m. Asian P acific Islander Caucus Business Meeting Caucus Meeting Room 202
1:00 - 2:15 p.m. Rur al Cities Information Exchange Meeting Issues Group Meeting Shoreline AB, Hyatt Regency
1:00 - 2:15 p.m. Housing Law Jeopardy
Concurrent Session Room 102
Since 2017, the laws impacting how a city can and
cannot control housing development have changed
in numerous ways. Using the Jeopardy! game show
format, learn about recent changes in housing laws,
with a focus on the Housing Accountability and
Housing Crisis acts, density bonuses, accessory dwelling units, SB 35 (Wiener, 2017), and other housing law issues.

Facilitators: Lauren Langer, Partner, Best Best & Krieger LLP Ethan Walsh, Attorney, Best Best & Krieger LLP
1:00 - 2:15 p.m. Fr om Policy to Practice: Navigating the EV Transition in California CitiesConcurrent Session
Room 103 AB
Meeting California’s 2035 zero-emissions goals won’t
be easy. City and local leaders will need to implement
near-term solutions and plan for long-term systemic
change. Join us for an insightful conversation on
how cities can navigate this transition. We’ll delve
into crucial topics and pending questions about
procurement strategies, incentive programs, permitting, land use considerations, community engagement,
electrical infrastructure development, workforce
development, and public-private partnerships.

Moderator: Laura Renger, Executive Director, CalETC
Speakers: Michelle Kinman, Senior Vice President, Market Transformation, Los Angeles Cleantech Incubator
Alex Rounaghi, Mayor Pro Tem/City Council Member, Laguna Beach Hannah Steinweg, Public Policy Manager, Rivian
1:00 - 2:15 p.m. 20 24 Playbook for Developments in Municipal Finance Law and PolicyConcurrent Session
Room 203
Leading experts will review the latest major changes for California city revenues. Learn about new laws, legal
developments, risks, and opportunities that will affect your agency’s finances.

Moderator and Speaker: Ben Triffo, Legislative Representative, League of California Cities
Speakers: Michael G. Colantuono, President, Colantuono, Highsmith & Whatley, PC
Michael Coleman, Fiscal Policy Advisor, CaliforniaCityFinance.com

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League of California Cities 2024 Annual Conference and Expo25 THURSDAY, OCTOBER 17
1:00 - 2:15 p.m. Capital Impr ovement Funding for Technology and Innovation within Cities: Black Leadership for
Economic Development
Concurrent Session
Room 204 Planned with the Cal Cities African American Caucus By ensuring that Black voices are heard and
adequately represented in decision-making processes,
cities can properly address a wider range of societal
challenges and drive innovation. Join this session
to learn about the need for inclusive policies and
initiatives that support Black-owned businesses
and foster entrepreneurship within underserved
communities. By emphasizing the resilience and
innovation demonstrated by Black city leaders,
entrepreneurs, and professionals, cities can harness the power of technology to build more resilient, equitable, and prosperous futures for all.

Moderator: Porsche Middleton, Council Member, Citrus Heights Speakers: Jovan Agee, CEO, Agee Global Solutions
Angelina Panettieri, Legislative Director, Information
Technology and Communications, National League of Cities Dr. Arlington Rodgers, Jr., Director of Public Works, Carson 1:00 - 2:15 p.m. A C ollaborative Approach to Combat Fentanyl Concurrent Session Grand Ballroom A
In this dynamic session, delve into the heart of the
fentanyl crisis and learn about a transformative
campaign that united the Palmdale community. Learn
how local government agencies, nonprofits, schools,
and community stakeholders tackled the pervasive
issue of fentanyl misuse head-on. Palmdale will share
the blueprint behind the #FightFentanylAV campaign,
exploring its strategies, challenges, and triumphs.

Gain invaluable knowledge on effective community
engagement, educational initiatives, and prevention
strategies that empower communities to take action
against a national crisis. Together, let’s build resilient partnerships and forge a strong path towards healthier
communities.

Moderator and Speaker: Nardy Lopez, Deputy City Manager, Palmdale
Speakers: Enrique Carmona, Program Director, Pueblo y Salud, Inc.

Keisha Como, Program Coordinator, Fight Fentanyl AV
Ruth Morales, Community Outreach Specialist, Drug
Enforcement Administration

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League of California Cities 2024 Annual Conference and Expo26 THURSDAY, OCTOBER 17
1:00 - 2:15 p.m. W ildfire Prevention and Preparedness
Concurrent Session Grand Ballroom B
Irvine rose to the challenge of the Silverado Fire in 2020, which consumed 13,390 acres, temporarily closed
a major road, and forced mandatory evacuation
orders for approximately 90,000 residents and schools.

The Irvine Police Department has since implemented
preventive wildfire mitigation measures using artificial intelligence and predictive technologies to anticipate
and remediate damage. Residents are now prepared
for any such disaster with the Ready, Set, Go program.

This session will be a case study on how to evacuate
thousands of residents with no structural damage.

Moderator and Speaker: Farrah Khan, Mayor, Irvine
Speakers: Nick Freeman, Division Chief, Orange County Fire Authority Madi Killebrew, Program Manager - Fire Prevention &
Management, Irvine Ranch Conservancy
Robert Simmons, Manager, Emergency Services, Irvine
1:00 - 2:30 p.m. Legal Issues Session (.75 hours General MCLE credit available)Concurrent Session
Room 104 BC
Moderator: Joseph Montes, President, City Attorneys
Department, City Attorney, Alhambra, San Marino, and Santa Clarita, Burke, Williams & Sorensen, LLP
The Builder’s Remedy: Fear and Trembling and
Local Control
In this session, panelists will discuss the basis for the builder’s remedy, examples and case studies of
proposed projects, updates on recent cases and state
legislation, and potential defenses and strategies.

Speakers: Susan Cola, Assistant City Attorney, Santa Monica Barbara Kautz, Partner, Goldfarb & Lipman LLP
Dave Rand, Partner, Rand Paster & Nelson LLP
City Attorneys Department Business Meeting
(not eligible for MCLE credit)
1:00 - 2:30 p.m. R esolutions Committee
Regency DEF, Hyatt Regency
The Resolutions Committee will hear, debate, and
consider all resolutions. It will also provide an opportunity for attendees who are not voting delegates to
comment on proposed resolutions. General resolutions
approved by either a policy committee or the
Resolutions Committee are next considered by the
General Assembly. General resolutions not approved or
referred for further study by both a policy committee and the Resolutions Committee, do not go to the General
Assembly. All petitioned resolutions are considered by the General Assembly, unless they are disqualified.

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League of California Cities 2024 Annual Conference and Expo27 THURSDAY, OCTOBER 17
1:15 - 1:35 p.m. T he AI Advantage: Automating Road Assessments for More Accurate Pavement ManagementSpeed Session
Expo Hall A/B
With nearly 400,000 miles of road to manage in the
state of California, government agencies not using
data to plan pavement management are at a
disadvantage. Manual assessments require a trained
professional and often don’t allow for a comprehensive
evaluation of every road in a network. Using
advancements in smartphone camera technology
and artificial intelligence processing, city leaders can generate objective, accurate condition data to inform
their maintenance schedules, leading to long-term cost
savings and a better road network.

Speaker: Neil Ghadi, Partnerships/Business Development, Michelin Mobility Intelligence
1:45 - 2:05 p.m. Int egrating Higher Education and Public Sector EmploymentSpeed Session
Expo Hall A/B
What if higher education could integrate degrees
and certificates directly into the work of public sector employees and leaders? This vision can be realized
through a new model of higher education that
integrates work and learning. Rather than viewing them
as separate endeavors, this model creates a system
that benefits your organization and empowers your
employees. By establishing leadership development
tracks, career pathways, and flexible, hybrid work
schedules, we can draw the next generation toward
public service and pave the way for a citizen-centric
local government model.

Speaker: Anne Turner, Executive Director and Dean of Novel Programs, Claremont Lincoln University
2:15 p.m. Des sert Break
Expo Hall A/B
2:15 - 2:45 p.m. P ersonnel and Employee Relations Department Meet-and-GreetDepartment Meeting
Expo Hall A/B, Cal Cities Pavilion
2:30 - 3:00 p.m. La tino Caucus Business Meeting
Caucus Meeting Room 102
2:30 - 3:15 p.m. Ma yors and Council Members Department Meeting Department Meeting Grand Ballroom B

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League of California Cities 2024 Annual Conference and Expo28 THURSDAY, OCTOBER 17
2:30 - 3:45 p.m. Ho w the Federal Government is Partnering with California to Reduce Barriers to Housing and ServicesConcurrent Session Room 103 AB
Addressing unsheltered homelessness is an urgent and
high-priority issue for cities across California. Since mid- 2023, the U.S. Interagency Council on Homelessness
has partnered with California Statewide and Los
Angeles city leaders to reduce barriers to housing and
services through the All INside Initiative. Hear about
the overarching goals of this national initiative, how it’s unfolding in California, and what city leaders can do to reduce unsheltered homelessness in their communities.

Moderator: Helene Schneider, Senior Regional Advisor, U.S.

Interagency Council on Homelessness
Speakers: Lourdes Castro Ramirez, Chief of Housing and
Homelessness Officer, Office of the Mayor, Los Angeles
Maxie Pulliam, All INside Federal Team Lead for the State of CA, U.S. Department of Veterans Affairs
Dhakshike Wickrema, Deputy Secretary, Homelessness,
California Business, Consumer Services, and Housing Agency 2:30 - 3:45 p.m. Ar e You Ready for Disaster? Implementing Effective Crisis Management in the Early Stages of an EventConcurrent Session Room 104 A
Thoughtful and intentional actions taken in the initial hours and days of a disaster set a solid foundation for an effective response and recovery. During the session, panelists will share examples of successes and failures, including effective communication methods for natural
disasters and human-caused events. Panel experts will
cover why it is important to understand key principles
and systems, as well as the tools and processes they
have used and honed over multiple events to achieve
success.

Moderator: Reva Feldman, Retired City Manager, Malibu
Speakers: Chris Geldart, Vice President, Emergent Global Solutions Mark Ghilarducci, President and CEO, Emergent Global Solutions Sean McGlynn, City Manager, Escondido
Cal Cities Partner - Premier Level
Institute for Local Government
MCLE Credits Offered
Program Icons

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League of California Cities 2024 Annual Conference and Expo29 THURSDAY, OCTOBER 17
2:30 - 3:45 p.m. C yber Security and IT Strategy for Municipalities Concurrent Session Room 203
According to a recent National League of Cities
report, about a quarter of local governments don’t
have a cybersecurity plan in place. So, where do
you begin? We’ve distilled tips, best practices, and
recommendations into a checklist that cities can use
to find cybersecurity gaps and create an action plan.

With budgets limiting the ability of many cities to hire expensive IT professionals, the panel will also cover
the benefits of a partnership with a trusted IT vendor
experienced in working with municipalities.

Speaker: Corey Kaufman, Director of Client Strategy &
Solutions, VC3
2:30 - 3:45 p.m. Building Y our Own Leadership Roadmap
Concurrent Session Room 204 Planned with the Cal Cities Women’s Caucus Each of us is a great leader, with a desire to improve
and grow our leadership abilities and style. Explore
the dynamic strategies of leadership development by
hearing stories of leadership breakthroughs and get a
step-by-step guide to grow your leadership skills.

Moderator: Elizabeth Alcantar Loza, Vice Mayor, Cudahy
Speakers: Dr. Diandra “Dee” Bremond, Board President,
California Women Lead
Lauren Babb Tomlinson, Treasurer, California Women Lead 2:30 - 3:45 p.m. W inning a Fistful of Dollars for Cities Concurrent Session Grand Ballroom A
Securing grants and specialized funding for
infrastructure investment and sustainable recovery
are key to community prosperity. But it’s easier said
than done, especially as cities are resetting their
economies in a post-pandemic world. What if you
had a playbook? Learn about the remaining grant
opportunities from the Bipartisan Infrastructure Law
and how to install a special financing district to fund improvements and capital maintenance. Cities
can combine these districts with grants to deliver
infrastructure and public amenities.

Moderator: Steve Samuelian, CEO, California Consulting, Inc.

Speakers: Michael La Vorne Antwine II, City Manager, Bell Larry J. Kosmont, Chairman & CEO, Kosmont Companies
Dr. Robert Lennox, Ed.D., Assistant City Manager, Carson

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League of California Cities 2024 Annual Conference and Expo30 2:45 - 3:45 p.m. Legal Issues Session (1 hour of Civility sub-field MCLE credit available)Concurrent Session
Room 104 BC
Moderator: J. Christine Dietrick, Director, City Attorneys Department, City Attorney, San Luis Obispo
Improving Civility
This session will provide a discussion on improving
civility, courtesy, integrity, and professionalism in the practice of law and the judicial process.

Speakers: Hon. Wendy Chang, Los Angeles Superior Court, and Member, California Civility Task Force
Hon. Mary Strobel (Retired), Signature Resolution
3:00 - 4:30 p.m. C oastal Cities Annual Business Meeting Issues Group Meeting Shoreline AB, Hyatt Regency
4:00 - 5:15 p.m. W omen’s Caucus Business Meeting
Caucus Meeting Room 202
4:00 - 5:15 p.m. Maximize Inflation Reduction Act Funding for Your CommunityConcurrent Session
Room 102
The need for comprehensive energy reduction,
infrastructure upgrades, and resiliency programs varies from community to community. What remains constant
is the need for funding. This session will examine how
communities can take advantage of state and federal
tax incentives, including the Inflation Reduction Act, to become more sustainable and efficient while planning
for weather and power considerations.

Moderator: Jennifer Chamberlin, Government and Regulatory Affairs Director, ENGIE NA
Speakers: Matt Cano, Assistant City Manager, Milpitas
Robert O’Brien, Deputy City Manager, Oceanside
4:00 - 5:15 p.m. City Suc cesses in Responding to Homelessness Concurrent Session Room 103 AB
Many cities are banding together to reduce
homelessness, including Redondo Beach, Torrance,
and Santa Monica. While the number of homeless
residents increased countywide, the populations of such individuals in these three cities decreased or stayed
about the same thanks to their collaborative STEP Court, tiny home village, and street outreach. This discussion will highlight the similarities and differences between the three cities, how they’ve reduced homelessness, and
how the reversal of Martin v. Boise and City of Grants
Pass v. Johnson has impacted their approaches.

Moderator: Michael Webb, City Attorney, Redondo Beach
Speakers: Joy Ford, Quality of Life Prosecutor, Redondo Beach Jenna Grigsby, Chief Deputy, Criminal Prosecution Unit, Santa Monica Viet Hoang, Deputy City Manager, Torrance
THURSDAY, OCTOBER 17

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League of California Cities 2024 Annual Conference and Expo31 4:00 - 5:15 p.m. Ho w a Transparency Portal Can Improve Accountability and Inform CitizensConcurrent Session
Room 104 A
Learn how Fairfield launched its new transparency
portal in response to calls for greater transparency
and accountability. Attendees will gain insights into
the strategic considerations, values, and processes
that shaped the portal’s design and functionality.

The session will also dive into the technical aspects of implementing a transparency portal and strategies
for overcoming development challenges. Attendees
can take these lessons back to their own community
to enhance accountability, engagement, and trust in
municipal governance.

Moderator and Speaker: Savita Chaudhary, Assistant City Manager, Fairfield
Speakers: David Gassaway, City Manager, Fairfield
Catherine Moy, Mayor, Fairfield
4:00 - 5:15 p.m. Main S treet Climate Resiliency: Urban and Rural SolutionsConcurrent Session
Room 203
Main street businesses are particularly vulnerable to the increasingly prevalent impacts of climate change. But
this challenge is also an opportunity. By implementing
forward-thinking strategies and best practices, cities
can ensure that local businesses don’t just survive
but thrive in both urban and rural areas. Panelists will discuss the importance of local government support,
federal and state rebates, and other resources,
along with climate-friendly infrastructure projects and transportation. Attendees will gain valuable insights into how they can help small businesses transition toward a
more sustainable and resilient future.

Moderator: Tunua Thrash-Ntuk, President & CEO, The Center by Lendistry
Speakers: Steve Guagliardo, Assistant to the City Manager, Economic Development, Palo Alto
Evan Johnson, Electrification Program Manager, Pasadena Kanika Kith, Deputy City Manager/Economic Development,
San Fernando
THURSDAY, OCTOBER 17

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League of California Cities 2024 Annual Conference and Expo32 4:00 - 5:15 p.m. Empowering Latino Homeownership: An Action Plan Concurrent Session Room 204 Planned with the Cal Cities Latino Caucus Homeownership is important to every Californian,
but it’s especially vital to Latino families. Despite their significant contributions to our state, these households face major barriers to accessing and sustaining
homeownership. City leaders will receive practical
tools, resources, and best practices for implementing
effective homeownership initiatives tailored to the
needs of the Latino community from fellow city officials, community organizations, and other stakeholders.

Moderator: Eddie Flores, Vice Mayor, South San Francisco Speakers: Adam Briones, CEO, California Community Builders Vanessa Delgado, President, Azure Development
Clemente Mojica, Chief Executive Officer, Neighborhood
Partnership Housing Services Inc.

Anna Velazquez, Mayor, Soledad
4:00 - 5:15 p.m. T he Rise of E-Bikes
Concurrent Session Grand Ballroom A
Like many communities, Irvine has seen a drastic uptick in pedestrian and bicycle-involved injuries as electric bicycles have become more popular. While the city
supports modes of transportation that reduce traffic
congestion and reduce environmental concerns,
public safety needs to be considered. Irvine passed
legislation enforcing safety regulations for e-bike users.

This includes a partnership with the school district that requires students who ride their e-bikes and e-scooters to school to undergo training. As legislation moves
forward at the state level, the city of Irvine will share best practices for cities that aim to tackle this locally.

Moderator and Speaker: Farrah Khan, Mayor, Irvine
Speakers: Jason Scheafer, Motor Training Officer, Police Department, Irvine
Peter Sotherland, Active Transportation Coordinator, Orange County Transportation Authority
THURSDAY, OCTOBER 17

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League of California Cities 2024 Annual Conference and Expo33 4:00 - 5:15 p.m. T eamwork Makes the Dream Work: Effective City Council-City Manager Relationships Create Thriving
Communities
Concurrent Session
Grand Ballroom B
Effective governance requires strong leadership and
responsive management. A professional, collaborative,
and trusting relationship between a city council and a
city manager creates a strong organization that directly translates into thriving communities. In this session, council members and city managers will share insights into
what makes a successful council-manager relationship,
including how defined roles and responsibilities, open
communication, and teamwork achieve positive results
that benefit an entire community.

Moderator: Karen Pinkos, City Manager, El Cerrito
Speakers: James R. Lewis, City Manager, Atascadero
Heather Moreno, Mayor, Atascadero
Gabe Quinto, Second Vice President, League of California Cities and Council Member, El Cerrito
4:00 - 5:30 p.m. Legal Issues Session (1.5 hours General MCLE credit available) Concurrent Session Room 104 BC
Moderator: Susana Alcala Wood, First Vice President, City Attorneys Department, City Attorney, Sacramento
Labor and Employment Litigation
This session will provide an update on labor and
employment litigation, as it pertains to California cities.

Speakers: Jennifer Rosner, Partner, Liebert Cassidy Whitmore Elizabeth Arce, Partner, Liebert Cassidy Whitmore
Homeless Enforcement in Light of Boise, Grants Pass,
and Supreme Court Review!
This session will focus on the impacts and practical
methods of addressing, homeless issues following the
decisions in the Boise and Grants Pass cases.

Speaker: Curtis Wright, Managing Partner, Serviam by Wright LLP 5:30 - 6:30 p.m. W omen’s Caucus Reception
Caucus Event Beacon A and Rotunda, Hyatt Regency
5:30 - 7:00 p.m. Channel C ounties Division Reception
Division Event Secret Island Tiki Restaurant and Lounge, 209 Pine Avenue Space is limited; please RSVP to your Regional Public Affairs Manager, David Mullinax, [email protected]. Additional fees may apply.
5:30 - 7:00 p.m. Eas t Bay Division Reception
Division Event Seaview Rotunda, Hyatt Regency
Space is limited; please RSVP to your Regional Public Affairs Manager, Samantha Caygill, [email protected]. Additional fees may apply.

THURSDAY, OCTOBER 17

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League of California Cities 2024 Annual Conference and Expo34 5:30 - 7:00 p.m. North Bay Division Reception
Division Event Seaview B, Hyatt Regency
Space is limited; please RSVP to your Regional Public Affairs Manager, Nancy Hall Bennett, [email protected].

Additional fees may apply.
5:30 - 7:00 p.m. San Diego County and Imperial County Divisions ReceptionDivision Event
Seaview C, Hyatt Regency
Space is limited; please RSVP to your Regional Public Affairs Manager, Catherine Hill, [email protected]. Additional fees may apply.
5:30 - 7:30 p.m. Orange County Division Reception
Division Event Seaview A, Hyatt Regency
Space is limited; please RSVP to your Regional Public Affairs Manager, Connor Medina, [email protected]. Additional fees may apply.
6:00 - 9:00 p.m. Central Valley Division Dinner
Division Event Tequila Jack’s, 407 Shoreline Village Drive Space is limited; please RSVP to your Regional Public Affairs Manager, Stephen Qualls, [email protected]. Additional fees may apply.
6:00 - 9:00 p.m. Latino Caucus 2024 Annual Awards Gala Reception Caucus Event Shannon’s at the Top, 201 Pine Avenue
7:00 - 8:00 p.m. Lesbian Gay Bisexual Transgender Queer Caucus ReceptionCaucus Event
Solita Tacos, 1 Pine Avenue
9:00 - 11:00 p.m. Asian Pacific Islander Caucus Reception Caucus Event Regency A, Hyatt Regency
THURSDAY, OCTOBER 17

SHARE YOUR
THOUGHTS!
Send us your feedback
on the conference by
scanning this QR code.

Page 88 of 496 ends

A Joint Powers Authority
Investment Pool for California
Public Agencies offering
safety, daily liquidity, and
optimized returns.

California CLASS is sponsored by
www.californiaclass.com
Visit booth 928 for more information.

Program Features Designed with You in Mind
Future-Dated Transactions
Enter future-dated transactions
to ensure timely release of funds
Unlimited Transactions, No Fees
No limit on transactions and no transaction
fees charged by California CLASS*
Unlimited Subaccounts
Create dedicated subaccounts in
the Transaction Portal when needed
Participant-to-Participant Transfers
Initiate transfers to other taxing entities
with a California CLASS account
*You may incur fees associated with wires and/or ACH transactions by your bank.

Page 89 of 496 ends

League of California Cities 2024 Annual Conference and Expo36 FRIDAY, OCTOBER 18
7:30 - 11:30 a.m. R egistration Open
Promenade Lobby
7:00 - 8:15 a.m. P eninsula Division Annual Election Breakfast Division Event Beacon A and Rotunda, Hyatt Regency
Space is limited; please RSVP to your Regional Public Affairs Manager, Samantha Caygill, [email protected]. Additional fees may apply.
8:00 - 9:00 a.m. Gr ab and Go Breakfast
Promenade Lobby
8:15 - 9:45 a.m. Legal Issues Session (1.5 hours General MCLE credit available) Concurrent Session Room 104 BC
Moderator: Prasanna W. Rasiah, Second Vice President, City Attorneys Department, City Attorney, San Mateo
Municipal Tort and Civil Rights Litigation
This session will provide an update on municipal tort
and civil rights litigation, as it pertains to California cities.

Speaker: Sean D. Richmond, Senior Deputy City Attorney, Sacramento
A Comprehensive Update on the Evolving Landscape of
Tenant Protections
This session will provide an overview of tenant
protection laws and policies, including rent
stabilization and just cause for eviction, relocation
assistance, antiharassment and anti-retaliation, and
limitations on tenant screening practices.

Speakers: Nazanin Salehi, Associate Attorney, Goldfarb & Lipman LLP
Thomas Webber, Partner, Goldfarb & Lipman LLP
8:30 - 10:30 a.m. Gener al Assembly
Grand Ballroom
During the General Assembly, voting delegates
will debate and consider general and petitioned
resolutions forwarded by the Resolutions Committee.

Are you a voting delegate or alternate? If you have not already checked in to receive your voting card, you
may do so in this room beginning at 8:00 a.m.

Cal Cities Partner - Premier Level
Institute for Local Government
MCLE Credits Offered
Program Icons

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League of California Cities 2024 Annual Conference and Expo37 FRIDAY, OCTOBER 18
8:45 - 10:45 a.m. Harassment Prevention Training for Supervisors and Officials (AB 1661)
Room 103 AB
This informational and interactive workplace
harassment prevention training will teach officials
and supervisors how to identify, prevent, and properly
respond to workplace harassment, discrimination,
retaliation, and abusive conduct in order to avoid
personal and agency liability in compliance with AB
1825/2053/1661 and SB 396. Sign-in will begin 30 minutes prior to the session and you must be present for the full two hours to receive the certification of attendance.

Entry will be prohibited once the session begins.

The Institute for Local Government is a State Bar of California minimum continuing legal education (MCLE) approved
provider and certifies this activity meets the standards for MCLE credit by the State Bar of California in the total amount of 2 hours (general credits). Provider #13881
Speakers: Alfonso Estrada, Partner, Hanson Bridgett LLP Katie Roney, Associate, Hanson Bridgett LPP
9:00 - 10:00 a.m. Fir e Chiefs Department Meeting
Department Meeting Room 202
9:30 - 10:45 a.m. Es sential Tips for Effective Council Meetings Concurrent Session Room 101 B
Most city council meetings are smooth, orderly, and
otherwise unremarkable. Yet, we have all likely had
the misfortune of sitting through council meetings
that didn’t go so well. Effective governance doesn’t
happen by chance. Learning how to be an effective
municipal leader is like learning any new skill — there are “rules of the road” that make one proficient. Hear
some tips and best practices that can lead to smoother
and more successful council meetings.

Moderator: Jan Perkins, Vice President, Raftelis
Speakers: Steve Jones, Mayor, Garden Grove
Tamara Letourneau, City Manager, Laguna Niguel
Bobbie Singh-Allen, Mayor, Elk Grove
Sign-in begins at
8:15 a.m.

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League of California Cities 2024 Annual Conference and Expo38 FRIDAY, OCTOBER 18
9:30 - 10:45 a.m. W here the Sidewalk Will End: The Dire Outlook for State Transportation FundingConcurrent Session
Room 102
The Legislative Analyst’s Office (LAO) recently concluded that the state’s policy directives for greenhouse gas
reductions will have negative impacts on the state’s
transportation revenues since most funding comes from
taxes on gasoline and diesel. The LAO estimates that the state’s transportation revenues will decline by $4.4 billion (31%) over the next decade compared to current levels.

Needs are far outstripping resources. Attendees will get their questions answered as they learn more about the
competing proposals and how to get engaged.

Moderator: Eric Thronson, Director, Townsend Public Affairs Speakers: Frank Jimenez, Senior Fiscal and Policy Analyst, Legislative Analyst’s Office
Manny Leon, Deputy Director, California Alliance for Jobs Lauren Prehoda, Road Charge Program Manager, California Department of Transportation
9:30 - 10:45 a.m. Ho w Your City Can Help Secure Residents the Best Possible Insurance RatesConcurrent Session
Room 104 A
Fire departments need to help residents maintain
wildland fire insurance, but they have few tools to do
so. This session will go over the steps that local agencies can take to ensure their citizens have every tool at their disposal to maintain fire insurance on their homes.

Speaker: Bernard Molloy II, Fire Chief, Murrieta Fire & Rescue 9:30 - 10:45 a.m. T he Playbook for Ending Unsheltered Homelessness Concurrent Session Room 203
Unsheltered homelessness is one of the most pressing
challenges facing local leaders today, and it’s
getting worse. Between 2022 and 2023, the number of
unsheltered Californians grew 10.3% in just 12 months.

City leaders face growing pressure to find solutions
and reclaim public spaces yet are immobilized by
confusing legal parameters, community resistance, and
a declining optimism that this crisis can be solved. Yet some municipalities are doing just that. Leave this session with the tools and inspiration you need to do the same
in your community. This session will include small group discussions to workshop these new tools and understand
how to solve this crisis in your own community.

Moderator: Elizabeth Funk, Founder & CEO, DignityMoves
Speakers: Juan Garza, Governing Board Member, Metropolitan Water District of Southern California
Matt Mahan, Mayor, San Jose
Elizabeth A. Mitchell, Partner, Umhofer, Mitchell & King LLP

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League of California Cities 2024 Annual Conference and Expo39 FRIDAY, OCTOBER 18
9:30 - 10:45 a.m. W ho Wants to Play the $250,000 Pyramid Game? Concurrent Session Room 204
Come on down! You are the next contestant on
the $250,000 Pyramid Game. In this session, learn
about the roles and responsibilities of treasurers/
investment officers, investment policy best practices,
cash flow analysis/modeling, and investment terms
and concepts. Audience participation is welcome
throughout and a must for the session-ending game!
Speaker: Laura Glenn, Senior Director, Public Trust Advisors 10:00 - 10:45 a.m. Legal Issues Session (.75 hours General MCLE credit available) Concurrent Session Room 104 BC
Moderator: Roxanne M. Diaz, Second Vice President, City Attorneys Department, City Attorney, Cities of Maywood and South Pasadena, Richards, Watson & Gershon
Surplus Land Act (Part 2)
As a continuation from the City Attorneys Spring
Conference, this session will provide an overview of
recent changes to the Surplus Land Act, and updates
to the HCD Surplus Lands Act Guidelines.

Speakers: Jena Acos, City Attorney, Carpinteria,
Shareholder, Brownstein Hyatt Farber Schreck, LLP
Sydne Rennie, Associate, Brownstein Hyatt Farber Schreck, LLP

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League of California Cities 2024 Annual Conference and Expo40 FRIDAY, OCTOBER 18
11:00 a.m. - 12:30 p.m. Closing Gener al Session
Expo Hall C
Presiding: Gabe Quinto, Second Vice President, League of California Cities and Council Member, El Cerrito
Featuring the Etiwanda Marching Eagle Regiment
Annual Business Meeting
Beacon Awards
Leadership Transition
Swearing in of the Cal Cities Board of Directors
Incoming President’s Remarks:

Lynne Kennedy,
2024-25 President, League of California Cities and Mayor Pro Tem, Rancho Cucamonga
Keynote Address: Be the Calm in the Storm
Navigating the challenges of local politics requires a
strong, internal compass. Join Captain Sandy Yawn,
philanthropist, and star of Bravo’s "Below Deck",
to learn about the art of self-leadership. Discover
how self-discipline, persistence, humility, willingness to change, gratitude, and faith can help you sail
through challenges both nautical and municipal.

Captain Yawn will share how her inner work has
shaped her into a leader and how city leaders can
reach deep inside to find the strength, compassion,
and tenacity needed to lead, even during stormy
seas.

Speaker: Captain Sandy Yawn, Leader, International
Speaker, and Businesswoman

SHARE YOUR
THOUGHTS!
Send us your feedback
on the conference by
scanning this QR code.

Page 94 of 496 ends

League of California Cities 2024 Annual Conference and Expo41

GENERAL INFORMATION
How To Get Involved
There are many ways to be involved in helping your city, and all cities, through Cal Cities. Opportunities include:
uu Be active locally in legislative advocacy.
uu Participate in Cal Cities educational programs.
uu Serve on Cal Cities task forces or committees.
uu Work with key organizations in your city on grassroots lobbying. uu Participate in the Cal Cities policy development process. uu Become an officer of your department or division.
uu Contribute to newsletter articles or Western City magazine. uu Participate in information sharing on Cal Cities' website and listservs. uu Volunteer as a speaker or submit session ideas for Cal Cities meetings.

For more information, visit www.calcities.org/get-involved.

Mayors and Council
Members Leadership
Academy Torch Program
The Mayors and Council Members
Leadership Academy Torch
Program is for elected officials
who are seeking continuing
education to enhance their own
knowledge and skills in order to
better serve the public. Each year
officials from throughout the state
earn recognition as they progress
upward through three sequential
levels of achievement. For more
information visit www.calcities.org/
mayors-and-council-members.

Private Sector Relations
Although membership in Cal
Cities is restricted to the cities
of California, businesses can still
be involved through numerous
means such as being a Cal Cities
Partner, sponsoring a conference,
exhibiting at the Annual
Conference, advertising in Western
City magazine, or participating
in CitiPAC. For more information,
please visit www.calcities.org/get-
involved/partnership-opportunities.

Page 95 of 496 ends

League of California Cities 2024 Annual Conference and Expo42 Caucuses
Join one or more of Cal Cities' Caucuses. Each will host a networking event at the Annual Conference, open to all attendees, and an information table in the Expo Hall, Cal Cities Pavilion.

African American Caucus
Representing the interests of
African American city officials and
their communities.
www.calcities.org/african-
american-caucus
Asian Pacific Islander Caucus
Provides Asian Pacific Islander
municipal officials and their
colleagues a forum to share ideas,
develop leadership experience
and opportunities to communicate
with the state’s API constituency.
www.cacitiesapicaucus.org
Latino Caucus
The Latino Caucus continues its
goal of improving quality of life
through advocacy by addressing
professional, socio-economic,
educational, cultural, and political
issues. www.cacitieslatinocaucus.org
Lesbian Gay Bisexual
Transgender Queer Caucus
The Lesbian Gay Bisexual Transgender
Queer Caucus mission is to improve
the quality of life in California
through advocacy by addressing
professional, socioeconomic,
educational, cultural, and civic issues.
www.calcities.org/lgbtq-caucus
Additional Partnerships
The Institute for Local Government
promotes good government at the
local level with practical, impartial,
and easy-to-use resources for
California communities. Current
program areas and resources
to help local officials in service
to their communities include
local government basics, public
engagement, sustainable
communities and public service
ethics. Please visit www.ca-ilg.org
or their table in the Expo Hall.

National League of Cities
The National League of Cities
(NLC) is dedicated to helping city
leaders build better communities.

NLC serves as a resource to and
an advocate for the more than
19,000 cities, villages and towns it
represents. www.nlc.org
Sister Cities International
Founded in 1956 by President
Dwight Eisenhower to advance
peace and prosperity through
cultural, educational, humanitarian
and economic exchanges. It is the
world’s oldest and largest volunteer
network of citizen diplomats.
www.sistercities.org
Women’s Caucus
Supports the locally elected women of California to lead more effectively and succeed on every level. www.cacitieswomenscaucus.org

Page 96 of 496 ends

League of California Cities 2024 Annual Conference and Expo43 2024 AWARD FOR

EXCELLENCE WINNERS
This program, supported by the Cal Cities Partners,
recognizes outstanding cities that deliver the highest
quality and level of service in the most effective manner possible. Visit the special displays, located in the Expo Hall, by cities that won the prestigious 2024 awards and learn what your city can adapt from their success.

Community Services and
Economic Development
City of Watsonville
Watsonville Opportunity to Work
Economic Development
through the Arts
City of ConCord
Creative Concord
Enhancing Public Trust, Ethics,
and Community Involvement
City of Goleta
Bilingual LEAD Goleta Academy
Health and Wellness Programs
City of Modesto
Healthy Room Project
Housing Programs and
Innovations
City of Modesto
City of Modesto Innovative Housing
Partnership with Downtown Streets
Team
Intergovernmental
Collaboration
City of liverMore
Horizons Family Counseling
Internal Administration
City of BeniCia
Benicia Budget Challenges
Partners Award for Excellence
in City-Business Relations
City of Moreno valley
Hire MoVal
Planning and Environmental
Quality
City of BrisBane
Brisbane Building Efficiency
Program
Public Safety
City of Modesto
Student Engagement Officer/10K
With A Cop
Public Works, Infrastructure,
Transportation
City of Citrus HeiGHts
Citrus Heights Beautification Crew
and Cares Campaign
Ruth Vreeland Award for
Engaging Youth in City
Government
City of vaCaville
Vacaville Summer at City Hall

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Schedule subject to change.

Speaker names will be added as they are confirmed.

MCLE sessions are noted on pages 15-17.

Wednesday, Oct. 16

8:30 a.m.-1:00 p.m. City Clerks Workshop (additional registration required) Local Democracy in the United States: Institutions, Trust, and Public Policy For many, the term “American government” calls to mind the federal government and presidential elections. But the reality is that the U.S. has almost 90,000 governments, most of which are local governments. This workshop will focus on the role of local democracy in the U.S. The speaker will discuss the history of local governance structures and electoral institutions, the state of Americans’ trust in government and elections, major challenges to local governance and democracy, and promising prospects for the future that will prepare city clerks for the 2024 election.

Moderator: Randi Johl, Legislative Director/City Clerk, Temecula Speaker: Sarah F. Anzia, Chancellor's Professor of Public Policy & Political Science, University of California, Berkeley, and the Hoover Institution

10:00-Noon
Understanding Public Service Ethics Laws and Principles (AB 1234) State law requires elected and appointed officials to receive two hours of training in specified ethics laws and principles every two years. Newly elected and appointed officials must receive this training within one year of becoming a public servant. Join a panel of experts as they help navigate the ethics laws and principles. Sign-in will begin 30 minutes prior to the session and you must be present for the full two hours to receive the certification of attendance. Entry will be prohibited once the session begins.

The Institute for Local Government is a State Bar of California minimum continuing legal education (MCLE) approved provider and certifies this activity meets the standards for MCLE credit by the State Bar of California in the total amount of 2 hours (general credits). Provider #13881
Speaker: Andrew Shen, Senior Counsel, Renne Public Law Group

3:45-5:00 p.m. Concurrent Sessions

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Are Cities Ready for an Electric Future?
Having readily available power is key for communities looking to grow clean technologies like electric vehicles, increase economic growth, and meet environmental goals. With electricity demand projected to nearly double in the coming decades, the job of planning and permitting use is more critical than ever. This discussion will provide an overview of California’s grid readiness, including the role of local leaders in achieving necessary grid investments and the benefits of action.

Moderator: Kome Ajise, Executive Director, SCAG
Speakers: Aaron Katzenstein, Deputy Executive Officer, South Coast Air Quality Management District
Hamed Mohsenian-Rad, Professor, University of California, Riverside Devin Rauss, Principal Manager, Southern California Edison

Building Vibrant Communities: Leveraging Partnerships for Fun and Engagement Explore how collaborative partnerships can create dynamic and engaging communities. Panelists will delve into how alliances between stakeholders can foster innovation, inclusivity, belonging, and ultimately, fun and vibrant communities. Through interactive discussions and practical examples, the panel will showcase how to enhance community engagement and city services, promote cultural enrichment, and nurture spaces where people thrive.

Moderator: David Sander, Mayor, Rancho Cordova, 2024 National League of Cities President
Speakers: Shelley Blanchard, Executive Director, Cordova Community Council Diann H. Rogers, President and CEO, Rancho Cordova Area Chamber of Commerce
Micah Runner, City Manager, Rancho Cordova

California Economic Forecast: Navigating Economic Trends For 60 years, UCLA Anderson Forecast has provided forecasts for economies across the country and is one of the most accurate, widely followed, and frequently cited in California. Avenu Insights & Analytics has provided regional forecasts and trends in California for 40 years. Join us as we present our economic forecast for the coming year, along with valuable insight and a detailed explanation behind the numbers.

Moderator: Reva Feldman, Strategic Advisor, Avenu Insights and Analytics Speakers: Francesco D. Mancia, Advisory Board Member, Avenue Insights and Analytics
Jerry Nickelsburg, Professor of Economics & Director UCLA Anderson Forecast, UCLA Anderson School of Management

How Cities Can Stop the Hate
California's Stop the Hate program — a statewide program implemented locally with community-based partners — is working to stem the rising tide of hate in

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California. Panelists will share the resources and services offered through this program that municipal officials and residents can access free of charge.

Attendees will learn about the importance of setting up anti-hate initiatives in their communities and how to partner with community organizations through the Stop the Hate grant. Planned with the Cal Cities API Caucus.

Moderator: Jeff Maloney, Council Member, City of Alhambra Speakers: Kiran Bhalla, Project Director, AAPI Equity Alliance Adam Romero, Deputy Director, California Civil Rights Department Sayon Syprasoeuth, Co-Acting Executive Director, United Cambodian Community

Navigating Homelessness: A Successful Regional Partnership in North Orange County
Facing court decisions and mounting community pressure, 13 Orange County cities proactively initiated a regional partnership in 2018. Today, the partnership encompasses a network of social workers and liaison officers who provide support services and guidance to two homeless navigation centers. In this session, panelists will discuss how those communities worked with the state and county to establish regional navigation centers with wraparound services, including how to create the funding for construction and ongoing operations.

Moderator: Cindy Silva, Council Member, City of Walnut Creek Speakers: Marshall R. Goodman, Mayor, City of La Palma
Joshua B. Newman, Senator, CA State Senate
Connor James Traut, Council Member, City of Buena Park

Show Me the Money: Evaluating and Explaining Your City’s Financial Condition With today’s world demanding more transparency and accountability, municipal leaders need to understand how to accurately assess a city’s financial condition. This means knowing what questions to ask to get an accurate and relevant assessment. The panel will discuss how to manage the perspective of people who see every city expenditure as an example of “wasting money” and the opposite view that the city is “flush with money.”
Moderator: Anil Comelo, City Manager, St. Helena
Speakers: Eric M. Hall, Vice Mayor, St. Helena
Claudia Jimenez, Vice Mayor, Richmond
Mark L. Moses, Principal, Mark Moses Consulting

Thursday, Oct. 17

8:15-9:30 a.m. Concurrent Sessions

Battling Misinformation in the Age of Artificial Intelligence

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Should artificial intelligence (AI) be feared or embraced? For public officials, it’s both. Without proper detection and response strategies, AI can influence elections, foster distrust, and make communication with constituents more difficult. Municipal leaders need to know how to use AI to ensure successful outreach. Experienced crisis communication experts and public information officers will share effective approaches for today’s misinformation mayhem.

Participants will learn about recent disinformation incidents, ways to maintain digital integrity, and how to promote informed public conversations about the productive and ethical uses of AI.

Moderator: David T. Oro, Vice Mayor, City of American Canyon Speakers: Brian Baker, President/Founder, Big Sky Crisis Communications Alexa Davis, Assistant City Manager, Rolling Hills Estates Douglas A. Levy, Communications Strategist, Doug Levy Communications LLC

Don't Confuse Kindness with Weakness: How to Handle Disruptive Public Meetings Learn how to handle disruptive meetings online and offline without losing your cool! This presentation will cover how cities can meet their legal obligations to allow open, honest discourse while navigating free speech concerns. The discussion will include important safety tips, with an emphasis on techniques to handle the most combative public speaker. Role-playing scenarios will allow you to put these tips and tricks into immediate practice!
Facilitator: David Lim, Shareholder, Richards, Watson & Gershon (Municipal Law Firm)

Economic Development and Public Finance: New Best Friends Forever? Consumer preferences and life-work patterns are evolving. Places like car dealerships, shopping malls, and movie theaters are no longer guaranteed economic development anchors. Consumers want experience-based venues and cities want answers for vacant shopping malls and office buildings. This panel will present a new suite of tools — including value capture zoning and economic development districts (EIFDs, CRDs, CFDs) — that trigger private investment, generate local revenues, and encourage vibrant, affordable communities.

Moderator: Larry J. Kosmont, Chairman and CEO, Kosmont Companies Speakers: Jackie Melendez, Assistant City Manager, Chino Ronda Perez, City Manager, Palmdale
Mrunal Shah, Partner, Best Best & Krieger LLP

How to Integrate Real-Time Crime Centers and Advanced Training Simulators Real-time crime centers like the one in Livermore can enhance decision-making and resource allocation, enabling prompt responses to illegal activity — including across jurisdictions. Livermore also uses an immersive training simulator to bolster officers’ decision-making, de-escalation, and critical thinking skills, as well as their emotional intelligence. By combining the two, law enforcement

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agencies can create safer communities with proactive crime prevention and well-prepared officers. Discover the benefits of collaboration, identify opportunities for further integration, and the benefits of frequent immersive training environments.

Moderator: Marianna Marysheva, City Manager, Livermore
Speakers: Steve Goard, Lieutenant, Livermore Police Department John Reynolds, Captain, Livermore Police Department
Jeramy Young, Chief of Police, Livermore Police Department

The Impact of Minimum Wage Increases on LGBTQ Workers’ Wellbeing Sixteen dollars doesn’t go as far as it used to! This session will explore reasons for supporting an increase in the minimum wage, with a focus on social justice, workers' rights, and equity. Panelists will highlight struggles faced by LGBTQ workers in particular, bridging economic policy with social equity and advocating for a new model that ensures dignity and equality for every worker.

The session will also discuss universal basic income as a complementary strategy and the impact of Prop. 209 (1996) on vulnerable groups. The session aims to advocate for comprehensive economic policies that promote justice and inclusion for all. Planned with the Cal Cities LGBTQ Caucus.

Moderator: Henry Lo, Council Member, City of Monterey Park Speakers: Devon Gray, President, End Poverty in California (EPIC) Juan Muñoz-Guevara, Council Member, City of Lynwood
Sepi Shyne, Council Member City of West Hollywood

The Path Towards Plastic Pollution Prevention
California’s recycling landscape is undergoing a seismic shift. Currently, packaging waste makes up over 50% of waste in California’s landfills by volume.

But under a new law, all single-use plastics and packaging sold in California be recyclable or compostable by 2032. The landmark law shifts the plastic pollution burden from consumers and cities to producers by raising $5 billion from industry members over 10 years. This will cut plastic pollution and support disadvantaged, low-income, and rural communities most hurt by the impacts of plastic waste.

Get an update on the regulations and next steps for implementation.

Moderator: Timothy Burroughs, Executive Director, Stop Waste Speakers: Shane Buckingham, EPR Program Planning Lead, Circular Action Alliance
Michael Caprio, Director of Government Affairs – CA, Republic Services

Your Housing Element is Certified! Now What?
You survived the housing planning process! The state certified your housing element! What happens now? Local leaders must put the changes in place that turn units on paper into homes, condos, and apartments. But as projects come forward, there are going to be winners and losers — and we’re expected to figure it all out. Hear how cities can implement their housing elements that

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respect their community’s character, attract high-quality developers and developments, and encourage sincere community engagement. This presentation isn’t about how Sacramento should fix housing policy or CEQA: It’s about turning policies into projects.

Moderator: Bill McReynolds, Council Member, City of Ventura Speakers: Ryan Aeh, Executive Vice President, City Ventures Joe Oftelie, President - SoCal Division, Warmington Residential Alicia Velasco, Planning Director, City of Cypress

11:45 a.m.-12:05 p.m. Speed Session
How Embedded Acoustic Leak Detection is Resolving Non-Revenue Water Loss The status quo no longer works when it comes to eradicating non-revenue water loss — especially in light of a new statewide water conservation rule. Today’s water utilities face unique challenges balancing water conservation, operational efficiency, and environmental responsibility. Hear how real-world utilities have leveraged integrated acoustic leak detection technology and benefitted from low flow rate measurement to track and record water usage. This low-hanging, leaky fruit can help cities easily reduce water loss.

Speaker: Bruce Bharat, Vice President & Country Manager, Kamstrup

12:15-12:35 p.m. Speed Session
Trolls on Social Media: Can I Block Them?
The U.S. Supreme Court issued a ruling this March laying out a test for when council members or other local officials may remove comments or block people on social media. This session will explain the rule and how council members and other public officials may structure their social media accounts so that they can delete comments or block people from their accounts.

Speaker: Laurence Wiener, Shareholder, Richards, Watson & Gershon and City Attorney, Beverly Hills

12:45-1:05 p.m. Speed Session
Code Enforcement
Code enforcement is the Swiss Army tool of public agencies when dealing with a variety of challenges, including housing, homelessness, cannabis, sidewalk vending, short-term rentals, and permitting. Yet code enforcement actions often lead to lawsuits and liability for public agencies, as well as safety concerns for code enforcement officers. This session will provide an overview of code enforcement laws, how to deal with common violations, and the best practices for risk mitigation.

Speaker: Matthew Silver, Managing Partner, Civica Law Group APC

1:00-2:15 p.m. Concurrent Sessions

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2024 Playbook for Developments in Municipal Finance Law and Policy Leading experts will review the latest major changes for California city revenues.

Learn about new laws, legal developments, risks, and opportunities that will affect your agency's finances.

Moderator and Speaker: Ben Triffo, Legislative Affairs, Lobbyist, League of California Cities
Speaker: Michael G. Colantuono, President, Colantuono, Highsmith & Whatley, PC
Michael Coleman, Fiscal Policy Advisor, CaliforniaCityFinance.com

A Collaborative Approach to Combat Fentanyl
In this dynamic session, delve into the heart of the fentanyl crisis and learn about a transformative campaign that united the Palmdale community. Learn how local government agencies, nonprofits, schools, and community stakeholders tackled the pervasive issue of fentanyl misuse head-on. Palmdale will share the blueprint behind the #FightFentanylAV campaign, exploring its strategies, challenges, and triumphs. Gain invaluable knowledge on effective community engagement, educational initiatives, and prevention strategies that empower communities to take action against a national crisis. Together, let’s build resilient partnerships and forge a strong path towards healthier communities.

Moderator and Speaker: Nardy Lopez, Deputy City Manager, Palmdale Speakers: Enrique Carmona, Program Director, Pueblo Y Salud Keisha Como, Program Coordinator, Fight Fentanyl AV
Ruth Morales, Community Outreach Specialist, Drug Enforcement Administration

Capital Improvement Funding for Technology and Innovation within Cities: Black Leadership for Economic Development
By ensuring that Black voices are heard and adequately represented in decision- making processes, cities can properly address a wider range of societal challenges and drive innovation. Join this session to learn about the need for inclusive policies and initiatives that support Black-owned businesses and foster entrepreneurship within underserved communities. By emphasizing the resilience and innovation demonstrated by Black city leaders, entrepreneurs, and professionals, cities can harness the power of technology to build more resilient, equitable, and prosperous futures for all. Planned with the Cal Cities African American Caucus.

Moderator: Porsche Middleton, Council Member, City of Citrus Heights Speakers: Jovan Agee, CEO, Agee Global Solutions
Angelina M. Panettieri, Legislative Director, Information Technology and Communications, National League of Cities

From Policy to Practice: Navigating the EV Transition in California Cities Meeting California’s 2035 zero-emissions goals won’t be easy. City and local leaders will need to implement near-term solutions and plan for long-term

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systemic change. Join us for an insightful conversation on how cities can navigate this transition. We'll delve into crucial topics and pending questions about procurement strategies, incentive programs, permitting, land use considerations, community engagement, electrical infrastructure development, workforce development, and public-private partnerships.

Moderator: Laura Renger, Executive Director, CalETC
Speakers: Michelle Kinman, Senior Vice President, Market Transformation, Los Angeles Cleantech Incubator
Hannah Steinweg, Public Policy Manager, Rivian
Alex Rounaghi, Mayor Pro Tem, City of Laguna Beach

Housing Law Jeopardy
Since 2017, the laws impacting how a city can and cannot control housing development have changed in numerous ways. Using the Jeopardy! game show format, learn about recent changes in housing laws, with a focus on the Housing Accountability and Housing Crisis acts, density bonuses, accessory dwelling units, SB 35 (Wiener, 2017), and other housing law issues.

Facilitators: Lauren Langer, Partner, Best, Best & Krieger Ethan Walsh, Attorney, Best Best & Krieger LLP

Wildfire Prevention and Preparedness
Irvine rose to the challenge of the Silverado Fire in 2020, which consumed 13,390 acres, temporarily closed a major road, and forced mandatory evacuation orders for approximately 90,000 residents and schools. The Irvine Police Department has since implemented preventive wildfire mitigation measures using artificial intelligence and predictive technologies to anticipate and remediate damage. Residents are now prepared for any such disaster with the Ready, Set, Go program. This session will be a case study on how to evacuate thousands of residents with no structural damage.

Moderator and Speaker: Farrah Khan, Mayor, City of Irvine Speakers: Nicholas Freeman, Division Chief, Orange County Fire Authority Madi Killebrew, Program Manager - Fire Prevention & Management, Irvine Ranch Conservancy
Robert Simmons, Manager, Emergency Services, City of Irvine

1:15-1:35 p.m. Speed Session
The AI Advantage: Automating Road Assessments for More Accurate Pavement Management
With nearly 400,000 miles of road to manage in the state of California, government agencies not using data to plan pavement management are at a disadvantage. Manual assessments require a trained professional and often don’t allow for a comprehensive evaluation of every road in a network. Using advancements in smartphone camera technology and artificial intelligence processing, city leaders can generate objective, accurate condition data to

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inform their maintenance schedules, leading to long-term cost savings and a better road network.

Speaker: Neil Ghadi, Partnerships/Business Development, Michelin Mobility Intelligence

1:45-2:05 p.m. Speed Session
Integrating Higher Education and Public Sector Employment What if higher education could integrate degrees and certificates directly into the work of public sector employees and leaders? This vision can be realized through a new model of higher education that integrates work and learning.

Rather than viewing them as separate endeavors, this model creates a system that benefits your organization and empowers your employees. By establishing leadership development tracks, career pathways, and flexible, hybrid work schedules, we can draw the next generation toward public service and pave the way for a citizen-centric local government model.

Speaker: Anne K. Turner, Executive Director and Dean of Novel Programs, Claremont Lincoln University

2:30-3:45 p.m. Concurrent Sessions

Are You Ready for Disaster? Implementing Effective Crisis Management in the Early Stages of an Event
Thoughtful and intentional actions taken in the initial hours and days of a disaster set a solid foundation for an effective response and recovery. During the session, panelists will share examples of successes and failures, including effective communication methods for natural disasters and human-caused events. Panel experts will cover why it is important to understand key principles and systems, as well as the tools and processes they have used and honed over multiple events to achieve success.

Moderator: Reva Feldman, Retired City Manager, Malibu
Speakers: Chris T. Geldart, Vice President, Emergent Global Solutions Mark Ghilarducci, President and CEO, Emergent Global Solutions Sean McGlynn, City Manager, Escondido

Building Your Own Leadership Roadmap
Each of us is a great leader, with a desire to improve and grow our leadership abilities and style. Explore the dynamic strategies of leadership development by hearing stories of leadership breakthroughs and get a step-by-step guide to grow your leadership skills. Planned with the Cal Cities Women’s Caucus.

Moderator: Elizabeth Alcantar, Vice Mayor, Cudahy
Speakers: Lauren Babb Tomlinson, Treasurer, California Women Lead Dr. Diandra “Dee” Bremond, Board President, CA Women Lead

Cyber Security and IT Strategy for Municipalities

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According to a recent National League of Cities report, about a quarter of local governments don’t have a cybersecurity plan in place. So, where do you begin? We’ve distilled tips, best practices, and recommendations into a checklist that cities can use to find cybersecurity gaps and create an action plan. With budgets limiting the ability of many cities to hire expensive IT professionals, the panel will also cover the benefits of a partnership with a trusted IT vendor experienced in working with municipalities.

Speaker: Corey Kaufman, Director of Client Strategy & Solutions, VC3

How the Federal Government is Partnering with California to Reduce Barriers to Housing and Services
Addressing unsheltered homelessness is an urgent and high-priority issue for cities across California. Since mid-2023, the U.S. Interagency Council on Homelessness has partnered with California Statewide and Los Angeles city leaders to reduce barriers to housing and services through the All INside Initiative. Hear about the overarching goals of this national initiative, how it’s unfolding in California, and what city leaders can do to reduce unsheltered homelessness in their communities.

Moderator: Helene Schneider, Senior Regional Advisor, U.S. Interagency Council on Homelessness
Speakers: Lourdes Castro-Ramirez, Chief of Housing and Homelessness Officer, Office of the Mayor, City of Los Angeles
Maxie Pulliam, All INside Federal Team Lead for the State of CA, U.S. Department of Veterans Affairs
Dhakshike Wickrema, Deputy Secretary, Homelessness, California Business, Consumer Services, and Housing Agency

Winning a Fistful of Dollars for Cities
Securing grants and specialized funding for infrastructure investment and sustainable recovery are key to community prosperity. But it’s easier said than done, especially as cities are resetting their economies in a post-pandemic world. What if you had a playbook? Learn about the remaining grant opportunities from the Bipartisan Infrastructure Law and how to install a special financing district to fund improvements and capital maintenance. Cities can combine these districts with grants to deliver infrastructure and public amenities.

Moderator: Steve Samuelian, CEO, California Consulting, Inc.

Speakers: Michael L. Antwine II, City Manager, Bell
Larry J. Kosmont, Chairman and CEO, Kosmont Companies
Robert Lennox, Ed.D. Assistant City Manager, Carson

4:00-5:15 p.m. Concurrent Sessions

City Successes in Responding to Homelessness

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Many cities are banding together to reduce homelessness, including Redondo Beach, Torrance, and Santa Monica. While the number of homeless residents increased countywide, the populations of such individuals in these three cities decreased or stayed about the same thanks to their collaborative STEP Court, tiny home village, and street outreach. This discussion will highlight the similarities and differences between the three cities, how they’ve reduced homelessness, and how the reversal of Martin v. Boise and City of Grants Pass v. Johnson has impacted their approaches.

Moderator: Michael W. Webb, City Attorney, City of Redondo Beach Speakers: Joy Ford, Quality of Life Prosecutor, City of Redondo Beach Jenna Grigsby, Chief Deputy, Criminal Prosecution Unit, Santa Monica City Attorney's Office
Viet Hoang, Deputy City Manager, Torrance

Empowering Latino Homeownership: An Action Plan
Homeownership is important to every Californian, but it’s especially vital to Latino families. Despite their significant contributions to our state, these households face major barriers to accessing and sustaining homeownership. City leaders will receive practical tools, resources, and best practices for implementing effective homeownership initiatives tailored to the needs of the Latino community from fellow city officials, community organizations, and other stakeholders. Planned with the Cal Cities Latino Caucus.

Moderator: Eddie Flores, Vice Mayor, City of South San Francisco Speakers: Adam Briones, CEO, California Community Builders Vanessa Delgado, President, Azure Development
Clemente Mojica, Chief Executive Officer, Neighborhood Partnership Housing Services Inc.

Anna M. Velazquez, Mayor, City of Soledad

How a Transparency Portal Can Improve Accountability and Inform Citizens Learn how Fairfield launched its new transparency portal in response to calls for greater transparency and accountability. Attendees will gain insights into the strategic considerations, values, and processes that shaped the portal's design and functionality. The session will also dive into the technical aspects of implementing a transparency portal and strategies for overcoming development challenges. Attendees can take these lessons back to their own community to enhance accountability, engagement, and trust in municipal governance.

Moderator and Speaker: Savita Chaudhary, Assistant City Manager, Fairfield Speakers: David Gassaway, City Manager, Fairfield
Catherine Moy, Mayor, City of Fairfield

Main Street Climate Resiliency: Urban and Rural Solutions Main street businesses are particularly vulnerable to the increasingly prevalent impacts of climate change. But this challenge is also an opportunity. By

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implementing forward-thinking strategies and best practices, cities can ensure that local businesses don’t just survive but thrive in both urban and rural areas.

Panelists will discuss the importance of local government support, federal and state rebates, and other resources, along with climate-friendly infrastructure projects and transportation. Attendees will gain valuable insights into how they can help small businesses transition toward a more sustainable and resilient future.

Moderator: Tunua Thrash-Ntuk, President and CEO, The Center by Lendistry Speakers: Evan Johnson, Electrification Program Manager, City of Pasadena Kanika Kith, Deputy City Manager/Economic Development, San Fernando

Maximize Inflation Reduction Act Funding for Your Community The need for comprehensive energy reduction, infrastructure upgrades, and resiliency programs varies from community to community. What remains constant is the need for funding. This session will examine how communities can take advantage of state and federal tax incentives, including the Inflation Reduction Act, to become more sustainable and efficient while planning for weather and power considerations.

Moderator: Jennifer Chamberlin, Government and Regulatory Affairs Director,

ENGIE NA
Speaker: Matt Cano, Assistant City Manager, Milpitas
Robert O’Brien, Deputy City Manager, Oceanside

Teamwork Makes the Dream Work: Effective City Council-City Manager Relationships Create Thriving Communities
Effective governance requires strong leadership and responsive management. A professional, collaborative, and trusting relationship between a city council and a city manager creates a strong organization that directly translates into thriving communities. In this session, council members and city managers will share insights into what makes a successful council-manager relationship, including how defined roles and responsibilities, open communication, and teamwork achieve positive results that benefit an entire community.

Moderator: Karen Pinkos, City Manager, El Cerrito
Speakers: James R. Lewis, City Manager, Atascadero
Heather Lynn Moreno, Mayor, City of Atascadero
Gabriel Quinto, Council Member (Former Mayor), City of El Cerrito

The Rise of E-Bikes
Like many communities, Irvine has seen a drastic uptick in pedestrian and bicycle-involved injuries as electric bicycles have become more popular. While the city supports modes of transportation that reduce traffic congestion and reduce environmental concerns, public safety needs to be considered. Irvine passed legislation enforcing safety regulations for e-bike users. This includes a partnership with the school district that requires students who ride their e-bikes

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and e-scooters to school to undergo training. As legislation moves forward at the state level, the city of Irvine will share best practices for cities that aim to tackle this locally.

Moderator and Speaker: Farrah Khan, Mayor, City of Irvine Speaker: Jason Scheafer, Motor Training Officer, Irvine Police Department Peter Sotherland, Active Transportation Coordinator, Orange County Transportation Authority

Friday, Oct. 18

8:45-10:45 a.m.

Harassment Prevention Training for Supervisors and Officials (AB 1661) This informational and interactive workplace harassment prevention training will teach officials and supervisors how to identify, prevent, and properly respond to workplace harassment, discrimination, retaliation, and abusive conduct in order to avoid personal and agency liability in compliance with AB 1825/2053/1661 and SB 396. Sign-in will begin 30 minutes prior to the session and you must be present for the full two hours to receive the certification of attendance. Entry will be prohibited once session begins.

The Institute for Local Government is a State Bar of California minimum continuing legal education (MCLE) approved provider and certifies this activity meets the standards for MCLE credit by the State Bar of California in the total amount of 2 hours (general credits). Provider #13881
Speakers: Alfonso Estrada, Partner, Hanson Bridgett LLP Katie Roney, Associate, Hanson Bridgett

9:30-10:45 a.m. Concurrent Sessions

Essential Tips for Effective Council Meetings
Most city council meetings are smooth, orderly, and otherwise unremarkable.

Yet, we have all likely had the misfortune of sitting through council meetings that didn’t go so well. Effective governance doesn’t happen by chance. Learning how to be an effective municipal leader is like learning any new skill — there are “rules of the road” that make one proficient. Hear some tips and best practices that can lead to smoother and more successful council meetings.

Moderator: Jan Perkins, Vice President, Raftelis
Speakers: Steve Jones, Mayor, City of Garden Grove
Tamara S. Letourneau, City Manager, City of Laguna Niguel Bobbie Singh-Allen, Mayor, City of Elk Grove
How Your City Can Help Secure Residents the Best Possible Insurance Rates Fire departments need to help residents maintain wildland fire insurance, but they have few tools to do so. This session will go over the steps that local

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agencies can take to ensure their citizens have every tool at their disposal to maintain fire insurance on their homes.

Speaker: Bernard Molloy II, Fire Chief, Murrieta Fire & Rescue The Playbook for Ending Unsheltered Homelessness
Unsheltered homelessness is one of the most pressing challenges facing local leaders today, and it’s getting worse. Between 2022 and 2023, the number of unsheltered Californians grew 10.3% in just 12 months. City leaders face growing pressure to find solutions and reclaim public spaces yet are immobilized by confusing legal parameters, community resistance, and a declining optimism that this crisis can be solved. Yet some municipalities are doing just that. Leave this session with the tools and inspiration you need to do the same in your community. This session will include small group discussions to workshop these new tools and understand how to solve this crisis in your own community.

Moderator: Elizabeth Funk, Founder and CEO, DignityMoves Speakers: Juan Garza, Governing Board Member, Metropolitan Water District of Southern California
Matt Mahan, Mayor, City of San Jose
Elizabeth A. Mitchell, Partner, Umhofer, Mitchell & King LLP

Where the Sidewalk Will End: The Dire Outlook for State Transportation Funding The Legislative Analyst’s Office (LAO) recently concluded that the state’s policy directives for greenhouse gas reductions will have negative impacts on the state’s transportation revenues since most funding comes from taxes on gasoline and diesel. The LAO estimates that the state’s transportation revenues will decline by $4.4 billion (31%) over the next decade compared to current levels.

Needs are far outstripping resources. Attendees will get their questions answered as they learn more about the competing proposals and how to get engaged.

Moderator: Eric Thronson, Director, Townsend Public Affairs Speakers: Manny Leon, Deputy Director, California Alliance for Jobs Frank Jimenez, Senior Fiscal and Policy Analyst, Legislative Analyst’s Office Lauren Prehoda, Road Charge Program Manager, California Department of Transportation

Who Wants to Play the $250,000 Pyramid Game?
Come on down! You are the next contestant on the $250,000 Pyramid Game. In this session, learn about the roles and responsibilities of treasurers/investment officers, investment policy best practices, cash flow analysis/modeling, and investment terms and concepts. Audience participation is welcome throughout and a must for the session-ending game!
Speaker: Laura Glenn, Senior Director, Public Trust Advisors

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MCLE Sessions
The League of California Cities1 is a Multiple Activity Provider for California State Bar approved minimum continuing legal education (MCLE) and certifies this activity meets the standards for MCLE credit by the State Bar of California in the total amount of 8.5 credit hours, including 1 hour of Civility subfield credit. 1Provider No. 1985

Wednesday, Oct. 16
3:30-5:00 p.m. Legal Issues Session

1.5 hours General MCLE credit available
Moderator: Joseph Montes, President, City Attorneys Department, City Attorney, Alhambra, San Marino, and Santa Clarita, Burke, Williams & Sorensen

Welcoming Remarks
Speaker: Dawn McIntosh, City Attorney, Long Beach

General Municipal Litigation Update
This session will provide an update on litigation in federal and state courts, as it pertains to California cities.

Speaker: Mark J. Austin, Partner, Burke Williams & Sorensen

Hate-Bombing and Poetry Recitations: Handling Disruptive Public Comment Using real-life examples, this session will discuss the law as it applies to public comment and offer practical suggestions for managing disruptive public comment.

Speakers: Amy Ackerman, Partner, Renne Public Law Group Eli Beckman, Mayor, Corte Madera
Jonathan V. Holtzman, Founding Partner, Renne Public Law Group

Thursday, Oct. 17
8:15-9:45 a.m. Legal Issues Session

1.5 hours General MCLE credit available

Land Use and CEQA Litigation
This session will provide an update on litigation related to land use, and the California Environmental Quality Act.

Speakers: Christie Crowl, Partner, Jarvis Fay
John Luebberke, Of Counsel, Herum Crabtree Suntag

Development Agreements - All You Need To Know For Successful Development

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This session will cover the elements of development agreements required by state law, the approval process, vested development rights, types of projects, best practices, current trends, and tools to achieve community benefits.

Speaker: Gabrielle Janssens, Goldfarb & Lipman LLP

1:00-2:30 p.m. Legal Issues Session
.75 hours General MCLE credit available
Moderator: Joseph Montes, President, City Attorneys Department, City Attorney, Alhambra, San Marino, and Santa Clarita, Burke, Williams & Sorensen

The Builder’s Remedy: Fear and Trembling and Local Control In this session, panelists will discuss the basis for the builder’s remedy, examples and case studies of proposed projects, updates on recent cases and state legislation, and potential defenses and strategies.

Speakers: Susan Cola, Assistant City Attorney, Santa Monica Barbara Kautz, Partner, Goldfarb & Lipman LLP

City Attorneys Department Business Meeting

2:45-3:45 p.m. Legal Issues Session
1 hour of Civility sub-field MCLE credit available
Moderator: J. Christine Dietrick, Director, City Attorneys Department, City Attorney, San Luis Obispo

Improving Civility
This session will showcase a discussion on improving civility, courtesy, integrity, and professionalism in the practice of law and the judicial process.

Speaker: Honorable Wendy Chang, Judge, Los Angeles Superior Court, Member, California Civility Task Force
Honorable Mary H. Strobel (Retired), Signature Resolution

4:00-5:30 p.m. Legal Issues Session

1.5 hours of General MCLE credit available

Labor and Employment Litigation
This session will provide an update on labor and employment litigation, as it pertains to California cities.

Speakers: Elizabeth Tom Arce, Partner, Liebert Cassidy Whitmore Jennifer Rosner, Partner, Liebert Cassidy Whitmore

Homeless Enforcement in Light of Boise, Grants Pass, and Supreme Court Review! This session will focus on the impacts and practical methods of addressing, homeless issues following the decisions in the Boise and Grants Pass cases.

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Speaker: Curtis Wright, Managing Partner, Serviam by Wright LLP

Friday, Oct. 18
8:15-9:45 a.m. Legal Issues Session

1.5 hours of General MCLE credit available
Moderator: Prasanna W. Rasiah, Second Vice President, City Attorneys Department, City Attorney, San Mateo

Municipal Tort and Civil Rights Litigation
This session will provide an update on municipal tort and civil rights litigation, as it pertains to California cities.

A Comprehensive Update on the Evolving Landscape of Tenant Protections This session will provide an overview of tenant protection laws and policies, including rent stabilization and just cause for eviction, relocation assistance, anti- harassment and anti-retaliation, and limitations on tenant screening practices.

Speaker: Nazanin Salehi, Associate, Goldfarb & Lipman LLP

10:00-10:45 a.m. Legal Issues Session
.75 hours of General MCLE credit available
Moderator: Roxanne Diaz, Second Vice President, City Attorneys Department, City Attorney, Maywood and South Pasadena, Richards, Watson & Gershon

Surplus Land Act (Part 2)
This session will provide an overview of recent changes to Surplus Land Act, and updates to the HCD Surplus Lands Act Guidelines.

Speakers: Jena S. Acos, City Attorney, Carpinteria, Brownstein Hyatt Farber Schreck, LLP
Sydne Rennie, Associate Attorney, Brownstein Hyatt Farber Schreck, LLP

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Council Conferences/Trainings FY 24-25 Budget Tracking Sheet Training/Travel Event Total Remaining Balance
3,000.00$ 7,000.00$
1 Long Beach Annual Conference and Expo: Oct 16 - 18, 2024 $ 3,000.00 Training/Travel Event Total Remaining Balance
$ - $ 10,000.00 1 Training/Travel Event Total Remaining Balance
$ - $ 10,000.00 1 Training/Travel Event Total Remaining Balance
$ - $ 10,000.00 1 Training/Travel Event Total Remaining Balance
$ - $ 10,000.00 1 FY24-25 Amount
Expended/Estimated
Mayor Montano
Councilmember Phan
Councilmember Lien
Vice Mayor Chua
Councilmember Barbadillo
FY24-25 Amount
Expended/Estimated
FY24-25 Amount
Expended/Estimated
FY24-25 Amount
Expended/Estimated
FY24-25 Amount
Expended/Estimated
Attachment 2

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CITY OF MILPITAS

AGENDA REPORT
(AR)
Item Title: FY 2023-24 Fourth Quarter Financial Status Report, Fund Balances and Related Budget Actions to Close FY 2023-24 (Staff Contact: Luz Cofresí-Howe, Finance Director, 408-586-3111)
Category: Consent Calendar-Leadership and Support Services Meeting Date: 10/1/2024
Recommendation: 1. Review and accept the FY 2023-24 Quarterly Financial Status Report for the quarter ending June 30, 2024 (unaudited); and

2. Approve related budget actions to close FY 2023-24
BACKGROUND:

On June 6, 2023, the City Council adopted the FY 2023-24 Operating Budget of $231.9 million, which included a General Fund Budget of $129.5 million. After the FY 2023-24 Operating Budget adoption, the Administration closely monitored the City Budget across all its funds, with an emphasis on the General Fund and Enterprise (Water and Sewer) Funds, to ensure current year revenues and expenditures were meeting expectations.

During the fiscal year, the City Council approved budget amendments that realigned revenue with updated projections of expenditures. The FY 2023-24 Amended Operating Budget (Budget) for General Fund revenue is $127.8 million plus a $2.4 million use of reserves; expenditures are $132.2 million.

ANALYSIS:

This staff report provides the final quarterly update for FY 2023-24 on budget versus actual revenues and expenditures of the General, Water and Sewer Funds, based on unaudited financial reports as of June 30, 2024. Further, this staff report includes recommended budget amendments to close out FY 2023-24 and implement City Council-approved reserve policies.

Fourth Quarter Financial Status Report
The Fourth Quarter Financial Status Report and attachments provide an overview of the unaudited financial status for the General, Water, and Sewer Funds for FY 2023-24 as of June 30, 2024, and variance analyses of Budget versus actual revenues and expenditures for the fourth quarter of FY 2023-24. The table below summarizes the unaudited General Fund FY 2023-24 revenues, expenditures, and surplus of $5.3 million. This surplus is determined annually based on City revenue and expenditure savings for the fiscal year.

General Fund
($ million)
FY 2023-24
Adopted
Budget
FY 2023-24
Amended Budget
Unaudited
Actuals
As of 6/30/24
Budget
Variance $
Unaudited Actuals
to Amended
Budget Variance %
Revenue $127.1M $127.8M
Reserves* 2.4M
Total Revenue & Reserves $130.2M $130.1M $0.1M 100.1%
Expenditure 129.5M 132.2M** 124.8M 7.4M 5.6%
Surplus/(Deficit) ($2.4M) ($2.0M) $5.3M
* Reserves include approximately $800K from the Facilities Replacement Reserve and $1.6 million from the Information Technology Replacement Reserve used to support Capital Improvement Projects. ** Primarily due to prior year encumbrances, purchase orders and contracts General Fund Revenues
For the twelve months ending June 30, 2024, the General Fund received $130.1 million in revenues, approximately 100.1%, of the $130.2 million Amended Budget. This is primarily due to favorable variances in property tax ($2.7 million), use of money and property revenue ($0.9 million), and other revenues ($0.8 million), offset by decreases in revenues from licenses, permit and fines and charges for services. A summary analysis on major revenue sources of unaudited figures is provided below.

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General Fund Revenues
FY 2023-24
Adopted
Budget
FY 2023-24
Amended
Budget
FY 2023-24
Receipts
06/30/2024
Outstanding
Favorable/
(Unfavorable)
%
Receipts
FY 2023-24
Receipts
06/30/2023
FY 2023-24 vs
FY 2022-23
% Increase/
(Decrease)
Property Tax $46,023,854 $46,023,851 $48,723,543 $2,699,692 105.9% $47,210,420 3.2% Sales and Use Tax 28,877,560 28,877,560 29,012,573 135,013 100.5% 31,259,802 (7.2%) Sales and Use Tax - Measure F 6,991,000 7,291,000 6,823,562 (467,438) 93.6% 7,215,906 (5.4%) Transient Occupancy Tax 11,811,236 11,811,236 11,537,074 (274,162) 97.7% 11,189,758 3.1% Licenses, Permits & Fines 8,662,020 9,162,020 7,662,529 (1,499,491) 83.6% 8,259,590 (7.2%) Operating Transfer In 8,131,426 8,148,456 8,148,456 - 100.0% 7,168,628 13.7% Charges for Services 8,111,025 7,917,130 7,168,051 (749,079) 90.5% 6,599,113 8.6% Franchise Fees 5,811,868 5,811,868 6,185,057 373,189 106.4% 5,689,722 8.7% Other Taxes 1,088,586 1,088,586 1,143,759 55,173 105.1% 1,044,357 9.5% Intergovernmental 820,572 904,236 1,190,767 286,531 131.7% 2,014,567 (40.9%) Use of Money and Property 414,000 414,000 1,306,730 892,730 315.6% 634,276 106.0% Other Revenues 389,525 389,525 1,201,687 812,162 308.5% 858,731 39.9% Total General Fund Revenue $127,132,672 $127,839,468 $130,103,788 $2,264,320 101.8% $129,144,870 0.7% •Property Taxes and Redevelopment Property Tax Trust Fund: Revenues are 3.2% higher than last year at the same time, due to a one-time, higher $4.2 million Excess ERAF payment received vs. $2.5 million budgeted. In an abundance of caution per County of Santa Clara advice, the City has set aside 30% of its annual allocation of excess ERAF funding since 2022, due to ongoing litigation about including charter schools in ERAF calculations. While court decisions to date have favored cities and counties, the 2024–25 California budget includes statutory changes that would allow charter schools to be funded with ERAF, which is expected to decrease the City's share of excess ERAF by that estimated 30% each year.1
•Sales & Use Tax: Revenues are currently 7.2% lower than at the same point last year, largely due to reduced consumer consumption.
•Sales & Use Tax - Measure F: Measure F became operative April 1, 2021, and sunsets on March 31, 2029. For the quarter ending June 30, 2024, the City received $6.8 million, or 93.6%, of the Amended Budget.
•Franchise Fees: Revenues are 9.7% greater than last year at the same time, due to higher receipts of garbage debris box and residential garbage fees.
•Hotel/Motel or Transient Occupancy Tax (TOT) Tax: Revenues are 3.1% greater than last year at the same time. While hotel operators generated higher revenues than FY 2022-23, most did not achieve the revenue level anticipated in the Amended Budget. At $11.5 million, TOT revenue remains 21% below a historic high of $14.5 million in pre-COVID FY 2018-19. •License and Permits: Revenues are 7.2% lower than last year at the same time due to fewer building permits issued. Developer and builder project delivery timelines, and respective building permit revenues, fluctuate and are seldom within City control. •Charges for Services: For the twelve months ending June 30, 2024, $7.2 million, or 90.5%, of the $7.9 million Amended Budget has been received. The unfavorable variance was mainly attributed to the decrease in After the Bell participation, a decrease in recreation fees, and lower-than-expected ambulance service fees. Despite these challenges, revenues are 8.6% higher compared to the previous year.
•Intergovernmental: Revenues are 40.9% lower than last year, primarily due to an improved fire season and therefore less fire mutual aid reimbursement and the elimination of the Expanded Learning 1 County of Santa Clara, Office of the County Executive, Impacts of Re-Directing Excess ERAF from Counties https://countyexec.sccgov.org/impacts-re- directing-excess-eraf-counties#:~:text=The%20estimated%20impact%20to%20Santa,undeterred%20by%20this%20inconvenient%20fact

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Opportunity Program (ELOP). Intergovernmental revenues have offsetting expenditures. •Use of Money and Property: Revenues are twice last year’s revenues, as the City investment portfolio is earning significantly higher income than last year. This uptick in income is primarily due to higher yield rate in the short-term portfolio, and a rise in market interest rates because of tighter Federal policy designed to combat inflation.

General Fund Expenditures
For the twelve months ending June 30, 2024, the General Fund expenditures were $124.8 million (including encumbrances of $2.1 million), which is $7.4 million (5.6%) less than the Amended Budget of $132.2 million.

The Amended Budget represents the adopted appropriation of $129.5 million, plus $2.0 million of prior year encumbrances, and $0.7 million in amendments. As of June 30, 2024, General Fund expenditures are consistent with the prior year as a percentage expended of the budget.

Departments
Amended
Budget Expenditure Encumbrance
Total YTD
Expenditure
% of
Amended
Budget
FY 2022-23
Expenditure
Including
Encumbrance
FY 2023-24 vs
FY 2022-23
Increase/
(Decrease)
Building Safety & Housing $6,321,479 $6,181,321 $58,732 $6,240,053 98.7% $5,922,438 5.4% City Attorney 1,224,505 1,085,151 35,160 1,120,311 91.5% 741,681 51.1% City Clerk 578,415 496,812 - 496,812 85.9% 416,588 19.3% City Council 541,694 360,421 48,509 408,930 75.5% 393,296 4.0% City Manager 2,313,594 1,911,486 168,380 2,079,866 89.9% 2,296,933 (9.5%) Economic Development 1,012,750 778,856 65,853 844,709 83.4% 776,510 8.8% Engineering 3,576,679 3,488,064 75,013 3,563,077 99.6% 3,468,729 2.7% Finance 4,915,591 4,415,075 200,558 4,615,633 93.9% 4,371,531 5.6% Fire 30,061,018 28,327,341 192,997 28,520,338 94.9% 28,753,411 (0.8%) Human Resources 2,032,773 1,806,748 55,378 1,862,126 91.6% 1,829,885 1.8% Information Technology 4,381,285 3,967,712 290,491 4,258,203 97.2% 3,089,007 37.9% Non-Departmental 11,297,921 8,843,370 272,828 9,116,198 80.7% 8,971,583 1.6% Planning 2,142,420 1,917,230 46,882 1,964,112 91.7% 2,236,260 (12.2%) Police 41,082,093 38,863,762 209,973 39,073,735 95.1% 37,161,035 5.1% Public Works 11,007,505 10,626,765 329,592 10,956,357 99.5% 9,514,103 15.2% Recreation & Community Services 6,468,176 6,371,975 93,787 6,465,762 100.0% 6,189,906 4.5% Transfers In/Out/Revenue 3,243,817 3,243,817 - 3,243,817 100.0% 2,391,866 35.6% Grand Total $132,201,715 122,685,906 2,144,133 124,830,039 94.4% 118,524,762 5.3%

Grants and Donations
In accordance with City Council-approved Budget Guidelines, the City Manager has the authority to accept grants and donations up to $100,000. Staff is reporting on acceptance of these grants and donations for this quarter.
•Energy Resources Conservation Grant - $60,000
•Home and Community Based Services (HCBS) Senior Nutrition Infrastructure grant - $72,683 Unanticipated Expenditure Reserve
In accordance with the City Council-approved Budget Guidelines, as part of the quarterly financial status reports, staff shall report on the use of the Unanticipated Expenditure Reserve for the 4th quarter.

Description Amount
Phenix Investigation, Inc. 5,895 The Lew Edwards Group 14,786
Total for the Quarter ending June 30, 2024 $20,681

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General Fund Reserve Policies Implementation and Recommendation For the fiscal year ended June 30, 2024, the City General Fund unaudited net surplus is $5.3 million, with revenues of $130.1 million and expenditures of $124.8 million. This net surplus is due to favorable revenue variances; expenditure savings are predominately due to staff vacancies.

Based on the General Fund unaudited FY 2023-24 operating expenditures of $124.8, the reserve target for the Contingency Reserve and the Budget Stabilization Reserve (BSR) is set at $20.9 million or approximately

16.67% of $124.8 million. Consistent with the Council-approved General Fund Reserve Policies (Resolution No. 9252, dated June 6, 2023), staff allocated the FY 2023-24 General Fund surplus as illustrated below. Also, pending final settlement of ongoing excess ERAF litigation, the proposed surplus allocation sets aside $1.2 million, which represents 30% of $4.2 million FY 2023-24 ERAF revenues, for excess ERAF Litigation Contingency.

In millions ($M)
FY 2023-24 Estimated
Reserve Balance
BEFORE Allocation (as
of 6/30/2024)
FY 2023-24 Estimated
Reserve Balance AFTER
Allocation (as of
6/30/2024)
Unaudited Net Surplus Balance to Allocate 5.3
ERAF Litigation Contingency at 30% of Receipts* 2.3 1.2 3.5 Remaining Unaudited Net Surplus Balance to
Allocate to Reserve Policy Tiers 4.1
* FY 2023-24 excess ERAF Revenues received were $4.2 million.

Policy Tiers (in millions [$M])
FY 2023-24 Estimated
Reserve Balance
BEFORE Allocation (as
of 6/30/2024)
Recommended
Allocation/ Per Council
Policy
FY 2023-24 Estimated
Reserve Balance AFTER
Allocation (as of
6/30/2024)
Remaining Unaudited Net Surplus Balance to Allocate
to Reserve Policy Tiers 4.1
1 General Fund Contingency Reserve 19.8 1.1 20.9
1 General Fund Budget Stabilization Reserve 19.8 1.1 20.9 1 Future Deficit Reserve 1.5 - 1.5
2 PERS Rate Stabilization 6.1 1.9 8.0
2 Artificial Turf Replacement 1.9 - 1.9
2 Facilities Replacement Fund 6.2 - 6.2
Total General Fund Various Reserves 55.3 4.1 59.4
3 General Government Capital Improvement
Program (20%) 5.3 - 5.3
3 Storm Drain (30%) 2.7 - 2.7
3 Housing Community Benefit (10%) 3.2 - 3.2
3 Transportation & Transit (10%) 1.4 - 1.4
3 Technology Replacement Fund (15%) 2.6 - 2.6
3 SPAR (Strategic Property Acq. Rev) (10%) 0.7 - 0.7
3 General Fund Unassigned (5%) 0.3 - 0.3
Subtotal 16.2 - 16.2
Total Various Fund Various Reserves 71.5 4.1 75.6
Water Maintenance & Operation (M&O) Fund Financial Status (Attachment 1) Revenues: For the twelve months ending June 30, 2024, $32.0 million of charges for services, or 95.0%, of the $33.7 million budgeted has been received. Total revenue received amounts to $33.3 million, or 97.3%, of the $34.2 million budgeted.

Expenditures: For the twelve months ending June 30, 2024, $33.5 million or 98.8%, of the $33.9 million amended budgeted has been spent.

Water Fund Operating Result: For the fiscal year ended June 30, 2024, the Water Fund realized revenues of $33.3 million and expenditures of $33.5 million, resulting in a net operating deficit of $0.2 million. Charges for services are 5% below the Amended Budget, primarily due to a decrease in irrigation needs. Heavy rainfall in both 2023 and 2024 reduced the need for irrigation, significantly affecting revenue from water usage charges.

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Sewer Maintenance & Operation (M&O) Fund Financial Status (Attachment 1) Revenues: For the twelve months ending June 30, 2024, $24.7 million of charges for services, or 105.1%, of the $23.5 million budgeted has been received. Total revenue received amounts to $25.7 million, or 108.0%, of the $23.8 million budgeted.

Expenditures: For the twelve months ending June 30, 2024, $15.4 million, or 89.7%, of the $17.2 million amended budgeted has been spent.

Sewer Fund Operating Result: For the fiscal year ended June 30, 2024, the Sewer Fund realized revenues of $25.7 million and expenditures of $15.4 million. This resulted in Sewer Fund expenditure savings of $10.2 million, which was $4 million higher than projections made in the sewer rate model. The favorable variance is due to higher than budgeted sewer charges, reduced contributions to the City of San José sewer treatment plant, and vacancy savings.

Budget Amendments Recommendations
Staff recommends for Council consideration and approval the following budget amendments to align appropriations to actual expenditures incurred, services rendered, and revenues received. The budget appropriation amendment recommendations are summarized below:
a. Appropriate interest earned from 2019 Water Revenue Bond by $127,009. Water Revenue Bond proceeds were budgeted to partially fund three water projects – CP 7076 Well Upgrade Project, CIP 7121 Automated Meter Replacement Program, and CP 7127 Water Supervisory Control & Data Acquisition. This appropriation increases the Water Bond funding source and decreases Water Fund funding source by $127,009. This represents a net zero change to the FY 2023-24 Capital Improvement Program Budget.

Total Project
Budget
Increase/(Decrease)
Water Bonds Funding
Source
Increase/(Decrease)
Water Fund Funding
Source
Revised Project
Budget
CP 7076 Well Upgrade
Project $14,490,000 $335,262 ($335,262) $14,490,000
CP 7127 Automated
Meter Replacement
Program 14,047,700 463,300 (463,300) 14,047,700
CP 7127 Water
Supervisory Control &
Data Acquisition 6,516,600 (671,553) 671,553 6,516,600
Net Budgetary Impact $35,054,300 $127,009 ($127,009) $35,054,300 In addition, CP 7121 Automated Meter Replacement Project requires additional funding of $332,961 to close out. The additional cost is proposed to be funded by the Water Fund. Currently, the City and the Santa Clara Valley Water District (District) have a water conservation program cost-sharing agreement where the District agrees to reimburse the City $10 per meter if specific requirements are met. This reimbursement arrangement will last for 7 years. In Fiscal Year 2023-24, the City received $165,000 in year 1, and estimates the reimbursement amount will remain at approximately $165,000 from year 2 to year 7. This reimbursement will be allocated to the Water Fund to offset some of the additional funding needed for this project.
b. Budget carryforward for vehicles and related outfitting cost total of $1,006,940 to reduce the FY 2023-24 Amended Budget, which will be re-appropriated in FY2024-25. These vehicles could not be procured in FY 2023-24 due to supply chain inventory shortages.

POLICY ALTERNATIVE(S):

Alternative 1: None.

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FISCAL IMPACT:

For the fiscal year ended June 30, 2024, the City’s General Fund unaudited surplus of $5.3 million, with revenues of $130.1 million and expenditures of $124.8 million. This result is primarily from revenues and expenditure savings.

California Environmental Quality Act (CEQA):

This item is not a Project under CEQA exempt under CEQA Guideline 15378(b)(4) as it is a government fiscal activity that does not involve a commitment to any specific project which may result in a potentially significant physical impact on the environment.

RECOMMENDATION:

1. Review and accept the FY 2023-24 Quarterly Financial Status Report for the quarter ending June 30, 2024 (unaudited); and

2.Approve related budget actions to close FY 2023-24
Attachment(s):

FY 2023-2024 Water and Sewer Funds Financial Status for Fiscal Year-To-Date June 30, 2024

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Revenue Categories Adopted Budget Amendments Grants C/O Amended Budget Receipt Outstanding % Receipt Receipt 6/30/2023 % Receipt 6/30/2023 Charges for Services 33,748,979$ -$ -$ 33,748,979$ 32,070,393$ 1,678,586$ 95.0% 30,648,421$ 92.5% Intergovernmental - - - - 61,437 (61,437) - 59,084 - Licenses, Permits & Fines - - - - - - - 99,113 - Other Revenues - - - - 294,908 (294,908) - 59,517 - Use of Money and Property 428,455 - - 428,455 833,409 (404,954) 194.5% 424,440 114.8% Grand Total 34,177,434$ -$ -$ 34,177,434$ 33,260,147$ 917,287$ 97.3% 31,290,575$ 93.4% Expenditures by
Department Adopted Budget Amendments Grants C/O Encumb. C/O Amended
Budget Expenditure Encumbrance Total YTD Exp. % of Amended Budget Total YTD Exp.
6/30/2023
% of Amended
Budget
6/30/2023
City Attorney 9,000$ -$ -$ -$ 9,000$ -$ -$ -$ - -$ - City Manager 9,167 - - - 9,167 4,125 - 4,125 - - - Finance 1,097,356 - - 11,647 1,109,003 1,040,003 27,379 1,067,382 96.2% 951,230 84.0% Non-Departmental 24,839,144 - - 4,753 24,843,897 21,905,388 2,958,353 24,863,741 100.1% 20,000,256 85.5% Public Works 4,993,205 - - 64,204 5,057,409 4,408,583 250,424 4,659,007 92.1% 4,501,506 101.1% Transfers In/Out/Revenue 2,869,298 - - - 2,869,298 2,869,298 - 2,869,298 100.0% 2,687,393 100.0% Grand Total 33,817,170$ -$ -$ 80,604$ 33,897,774$ 30,227,397$ 3,236,156$ 33,463,553$ 98.7% 28,140,385$ 88.8% Revenue Categories Adopted Budget Amendments Grants C/O Amended Budget Receipt Outstanding % Receipt Receipt 6/30/2023 % Receipt 6/30/2023 Charges for Services 23,539,248$ -$ -$ 23,539,248$ 24,744,543$ (1,205,295) 105.1% 24,699,029$ 100.9% Intergovernmental - - - - - - - - - Licenses, Permits & Fines - - - - - - - 56,775 - Other Revenues - - - - 111,293 (111,293) - 39,282 100.0% Use of Money and Property 286,967 - - 286,967 868,294 (581,327) 302.6% 518,432 251.8% Grand Total 23,826,215$ -$ -$ 23,826,215$ 25,724,130$ (1,897,915) 108.0% 25,313,518$ 102.4% Expenditures by
Department Adopted Budget Amendments Grants C/O Encumb. C/O Amended
Budget Expenditure Encumbrance Total YTD Exp. % of Amended Budget Total YTD Exp.
6/30/2023
% of Amended
Budget
6/30/2023
City Manager 9,167$ -$ -$ -$ 9,167$ 4,126$ -$ 4,126$ - -$ - Engineering - - - - - - - - - - - Finance 670,509 - - 11,647 682,156 637,631 27,221 664,852 97.5% 621,606 85.0% Non-Departmental 11,223,018 - - 23,458 11,246,476 10,041,238 139,547 10,180,785 90.5% 9,148,586 87.3% Public Works 3,643,288 - - 109,807 3,753,095 2,812,725 264,783 3,077,508 82.0% 6,247,393 126.2% Transfers In/Out/Revenue 1,503,623 - - - 1,503,623 1,503,623 - 1,503,623 100.0% 1,444,196 100.0% Grand Total 17,049,605$ -$ -$ 144,912$ 17,194,517$ 14,999,343$ 431,551$ 15,430,894$ 89.7% 17,461,781$ 99.2% Sewer Fund
Attachment 1
City of Milpitas
Water and Sewer Financial Status
For Fiscal Year-To-Date June 30, 2024 (unaudited)
Water Fund

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CITY OF MILPITAS

AGENDA REPORT
(AR)
Item Title: Authorize the City of Milpitas to Join with Other Public Agencies as a Shareholder of the California Asset Management Trust (Staff Contact: Luz Cofresí-Howe, Finance Director, 408-586-3111)
Category: Consent Calendar-Leadership and Support Services Meeting Date: 10/1/2024
Recommendation: (1) Adopt a resolution for the City of Milpitas to join with other Public Agencies as a Shareholder of the California Asset Management Trust, a Joint Powers Authority, to invest in shares of the Trust; and (2) Authorize the City Manager, the Assistant City Manager and the Finance Director or their designees to execute any required documents, including the California Asset Management Trust Declaration of Trust.

BACKGROUND:

The California Asset Management Program (CAMP) was created in 1989 when two public agencies formed the California Asset Management Trust (Trust), a Joint Powers Agency (JPA), with the objective of meeting local government investment needs at a reasonable cost. Trust activities are directed by a Board of Trustees, all of whom are finance officials of California public agencies. As a result, the Trust is accountable solely to its public agency Shareholders.

Initially, the Trust was formed to assist California public agencies with investing proceeds of tax-exempt bonds and complying with respective arbitrage regulations. Responding to the needs of its Shareholders, the Trust was later modified to provide for the investment of operating funds and capital reserves.

On September 17, 2024, the City Council approved Resolution No. 9354approving the City of Milpitas Investment Policy for FY 2024-25 (Policy)1. The Policy added local government investment pools (LGIPs) as permitted investments. LGIPs are governmental investment pools organized as joint powers authorities. The securities in the pools must be allowed in an approved investment policy by California Government Code §§16340, 16429.1-16429.4 and 53600 et seq. Moreover, the pools currently available in California tend to be in the highest rating category and focus on providing their participants with same-day or next-day liquidity. The City Policy already included a section on performing due diligence on any pooled investments such as money market mutual funds and the State of California Local Agency Investment Fund (LAIF), the State Treasurer’s pool. Inclusion of LGIPs in the City investment portfolio allows the City to diversify its most liquid investments.

LGIPs will also be subject to the City’s usual, rigorous due diligence process. CAMP is an eligible investment under the LGIPs section of the City Policy.

ANALYSIS:

The Trust Cash Reserve Portfolio (Pool) is a short-term portfolio which, in order of priority, seeks to preserve principal, provide daily liquidity and earn a high level of income. The Pool is a long-established short-term investment alternative for California public agencies. In conjunction with the Pool, the Trust offers a variety of cash management tools to assist public agencies in effectively managing their cash. The Pool has over $18,142,693,479 in public agency assets under management as of June 30, 2024. 1 City of Milpitas City Council Meeting, September 17, 2024, Item 7, Adopt a Resolution approving the City of Milpitas Investment Policy for FY 2024-25, https://milpitasca.portal.civicclerk.com/event/2039/files/report/438

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Some of the key benefits of the Pool, as identified within the CAMP Program Guide (Attachment A), are as follows:
• Safety: Standard and Poor’s (S&P), one of the nationally recognized rating agencies, reviews the assets of the Pool each week. For the Pool to maintain the S&P “AAAm” rating, the Pool must meet certain credit rating standards and not exceed the average maturity allowed by S&P. In addition, a third- party custodian holds all cash and securities.
• Daily liquidity: Shareholders may make withdrawals on any business day (same-day if CAMP is notified by 11:00 a.m. Pacific Time), and there is no limit on the number of transactions. • Competitive yields
• Unlimited investments and withdrawals
• Interest earned daily and credited monthly
• Monthly statements
• For the proceeds of tax-exempt bonds, services to help ensure compliance with the arbitrage requirements of the Internal Revenue Code of the U.S. Department of Treasury for bond proceeds including arbitrage tracking, expenditure tests, annual estimates of rebate liability and rebate calculations on Installment Computation Dates.

CAMP is governed by a seven-member board of California public finance officials. CAMP’s Investment Adviser, PFM Asset Management LLC (PFMAM), provides day-to-day portfolio management and program administrative services. PFMAM specializes in providing investment management services to public agencies.

As of June 30, 2024, PFMAM manages and advises on over $204,404,428,506 in public assets, including $ 82,825,238,645 for California public agencies.

Additional information on the Trust includes the Program Fact Sheet as of August 31, 2024 (Attachment B), the Amended and Restated By-Laws of the California Asset Management Trust (Attachment C) and the CAMP Annual Report for the period ending December 31, 2023 (Attachment D). Attachment E is the California Asset Management Trust Declaration of Trust which will be executed by the Finance Director or designee if the City Council approves the staff recommendation. Other documents to be executed to join the Trust are administrative in nature.

POLICY ALTERNATIVES:

Alternative 1: Do Not Authorize the City of Milpitas to join with other public agencies as a Shareholder of the California Asset Management Trust to invest in shares of the Trust Pros: Maintains City account reconciliations at the current level of activity and number of accounts.

Cons: Lose the potential for the City to earn an improved return through an eligible investment.

Reason For Not Recommending: There will only be one (1) CAMP Trust account added to the City’s reconciliation portfolio, while leaving the City’s short-term liquid investments in its current investment pools represents a potential opportunity cost in terms of lost interest.

FISCAL IMPACT:

None; there is no fiscal impact from adopting the Resolution to join the California Asset Management Trust.

California Environmental Quality Act (CEQA):

The City Council adoption of the Resolution is not a “project” under the California Environmental Quality Act (CEQA) pursuant to CEQA Guideline §153378(b)(5) because it is an administrative activity that will not result in a direct or indirect physical change in the environment.

RECOMMENDATION:

Adopt a Resolution for the City Of Milpitas to join with other Public Agencies as a Shareholder of the California Asset Management Trust, a Joint Powers Authority, to invest in shares of the Trust, and Authorize the City Manager, the Assistant City Manager and the Finance Director or their designees to execute any required

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documents, including the California Asset Management Trust Declaration of Trust ATTACHMENT(S):
(a) California Asset Management Program (CAMP) Program Guide (January 12, 2023) (b) CAMP Program Fact Sheet (August 31, 2024)
(c) Amended and Restated By-Laws of the California Asset Management Trust (d) CAMP Annual Report for the period ending December 31, 2023 (e) California Asset Management Trust Declaration of Trust (f) Draft Resolution

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PROGRAM
GUIDE
January 12, 2023
This Program Guide includes an Information Statement that contains important information on the California Asset Management Trust. Please read the Information Statement carefully before you invest in the Trust. © 2023 California Asset Management Program

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CAMP®
Program Guide—January 12, 2023

CONTENTS
Part 1
Key Facts
Part 1 presents key facts about the Portfolios, including information on costs, minimums, policies, and how to
place transaction orders. Part 1 is descriptive, not
definitive, and is qualified by the information contained in Part 2.

Terms
Terms Used in This Document 1
Portfolio Summaries
Cash Reserve Portfolio (including the
Participant Shares and Investor Shares Series) 2
CAMP Term Portfolio 4
Investing
Opening an Account 6
Buying Shares—CAMP Cash Reserve Portfolio 6
Redeeming Shares—CAMP Cash Reserve Portfolio 8
Buying Shares—CAMP Term Portfolio 9
Redeeming Shares—CAMP Term Portfolio 9
Policies Concerning Withdrawals 10
Additional Account Features 10
Policies Specific to the CAMP Term Portfolios 11
Tax Information 12
Use of Amortized Cost 12
Financial Highlights 12

Part 2
Information Statement
Part 2 contains supplemental information to Parts 1 and 3.

Some of this information further defines or qualifies
information presented in Part 1. There is also information on additional topics, such as the history of the Trust and a list of the Trustees. Parts 1, 2, and 3 together constitute the offering document for the Pool, Term, and Individual
Portfolios.

General Information
The Trust 13
Overview of the Declaration of Trust 14
The Trustees 15
Participant and Trustee Liability 17
Service Providers 17
Expenses of the Trust 19
Tax Matters 19
Arbitrage Rebate Compliance 20
The Portfolios
Information Common to All Portfolios 22
Information Specific to the
CAMP Cash Reserve Portfolio 25
Information Specific to the CAMP Term Portfolio 27

Part 3
Individual Portfolios
Part 3 presents key facts about an Individual Portfolio investment and is qualified by the information contained in Part 2.

General Information
Purpose 29
Investment Policies 29
Opening an Individual Portfolio 29
Individual Portfolio Transactions 29
Arbitrage Rebate Compliance 30
Individual Portfolio Costs 30
Custodian 30

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CAMP®
Program Guide—January 12, 2023
Page|1
Part 1
Terms Used in This Document
Account Application The form to open a CAMP
account.

ACH Automated clearing house is a secure payment
transfer system that connects all U.S. financial
institutions. The ACH network acts as the central
clearing facility for all Electronic Fund Transfer (EFT) transactions that occur nationwide.

Advisory Agreement Investment advisory agreement
between the Investment Adviser and the Trust.

Act California Joint Exercise of Powers Act (California Government Code Section 6500 et seq.).

Board The Trust’s Board of Trustees. These individuals are employees of California Public Agencies which are
Participants in the Trust.

Business Day Any day on which both the bond market
(as determined by the Securities Industry and Financial Markets Association “SIFMA”) and the Custodian are
open for business. The Trust may close early on any
days when the bond market closes early. In light of
anticipated limited availability for money market
securities and fixed income settlement capacity
limitations, the Trust will not be open for business on Good Friday even if the primary trading markets are
open.

California Asset Management Program or CAMP or
Program The Program consisting of the Trust and
Individual Portfolios.

Cash Reserve Portfolio A short-term portfolio and cash management vehicle (the “Pool”) designed to earn a high rate of return while preserving principal, providing
liquidity, and seeking a stable NAV of $1.00.

Custodian U.S. Bank National Association or the
designated bank, agent, or trust company responsible for safeguarding financial assets of the Trust and the
Individual Portfolios.

Connect The Investment Adviser’s web-based
information and transaction service.

FINRA Financial Industry Regulatory Authority.

Individual Portfolio Professionally managed
investment accounts which Shareholders may establish
by separate agreement with the Investment Adviser.

Internal Revenue Code The Internal Revenue Code of
1986, as amended.

Investment Adviser PFM Asset Management LLC, the
Trust’s investment adviser, administrator, and
transfer agent.

Investor Agreement The Agreement to become an
Investor and purchase shares of the Investor Shares
Series.

Investors Shareholders that invest in the Trust’s
Portfolios without joining the Trust.

JPA Joint Exercise of Powers Authority. The Trust is a JPA.

MSRB Municipal Securities Rulemaking Board.

NAV Net asset value.

NRSRO Nationally recognized statistical-rating
organization.

Officers Executive officers of the Trust.

PFMAM PFM Asset Management LLC
Pacific Time The local West Coast time, either daylight or standard depending on time of year.

Participants Shareholders that invest in the Trust’s
Portfolios who have joined the Trust.

Pool The Trust’s Cash Reserve Portfolio.

Portfolios The Cash Reserve Portfolio and Term
Portfolio which are each professionally managed
investment portfolios.

Public Agency As defined in California Government
Code, Section 6500, and includes, but is not limited to, the federal government or any federal department or
agency, this state, another state or any state department or agency, a county, county board of education, county
superintendent of schools, city, public corporation, public district, regional transportation commission of this state or another state, a federally recognized Indian tribe, or any joint powers authority formed pursuant to this article by any of these agencies.

Shares Series Reference to the Participant Shares Series and the Investor Shares Series of the Cash Reserve
Portfolio, or series of the CAMP Term Portfolio when
applicable and, collectively, the “Shares Series,” where applicable.

Shares Units representing an equal proportionate share of beneficial interest in the Portfolios of the Trust.

Shareholders Public agencies that invest in the Trust’s Portfolios.

Standard & Poor’s Standard & Poor’s Rating Agency.

Term The Trust’s CAMP Term Portfolio or individual
series thereof.

Trust California Asset Management Trust.

Trustees Members of the Board of Trustees of the Trust.

USBAM U.S. Bancorp Asset Management, Inc.

U.S. Bank U.S. Bank National Association

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CAMP®
Program Guide—January 12, 2023
Page|2
Cash Reserve Portfolio Participant Shares and Investor Shares Investment Objective
The objective of the Cash Reserve Portfolio is to earn a high rate of return while preserving principal, providing liquidity, and seeking a stable NAV of $1.00.

For proceeds of debt issuances invested in the Pool, the objective of the Trust is to invest and account for such proceeds in compliance with the arbitrage rebate and
yield restriction requirements as set forth in the Internal Revenue Code and the related U.S. Treasury regulations.

Principal Investment Strategies
The Cash Reserve Portfolio invests exclusively in the
following types of investments, all of which are
authorized investments for Public Agencies pursuant to
California Government Code Section 53601:
• U.S. Government and agency obligations
• Repurchase agreements collateralized by U.S.

Government and agency obligations
• Bankers’ acceptances
• Negotiable certificates of deposit
• Commercial paper
• Corporate notes
• Supranationals
• Asset-Backed Securities
• Money Market Funds
The Investment Adviser may adjust exposure to interest
rate risk, typically seeking to protect against possible rises in interest rates and to preserve yield when interest rates appear likely to fall.

The Pool is managed to maintain a dollar-weighted
average maturity of no more than 60 days and a dollar-
weighted average life (final maturity, adjusted for
demand features but not interest rate adjustments) of no more than 120 days. In addition, it only buys
investments that have a remaining maturity of three
hundred ninety-seven (397) days or less at the time of
purchase (except for variable-rate notes issued by the
U.S. Government or its agencies or instrumentalities,
which must have remaining maturities of 762 days or
less.

The Pool has received a rating of AAAm from Standard
& Poor’s.

For a more complete description of authorized
investments and investment restrictions for the
Portfolio, see the “Authorized Investments” section in
Section 2 of this document.

Main Risks
As with any similar pooled investment, there are several factors that could hurt the Pool’s performance, cause
Shareholders to lose money, or cause the Pool’s
performance to be less than that of other investments.
• Interest rate risk When short-term interest rates fall, the Pool’s yield is likely to fall. When interest rates rise, especially if the rise is sharp or unexpected, the Pool’s share price could fall.
• Credit risk The issuer of a security could fail to pay interest or principal in a timely manner. The credit
quality of the Pool’s holdings could change rapidly
in certain markets, and the default or decline in
credit quality of even a single investment could
cause the Pool’s share price to fall.
• Liquidity risk The Pool’s share price could fall
during times when there are abnormal levels of
redemption requests or markets are illiquid.
• Management risk Performance could be hurt by
decisions made by the Investment Adviser, such as
choice of investments or timing of buy/sell decisions.

An investment in the Pool is not insured or guaranteed
by the Federal Deposit Insurance Corporation or any
other government agency. Although the Pool seeks to
preserve the value of your investment at $1.00 per
share, it is possible to lose money by investing in the Pool.

Portfolio Summary

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