Monte Sereno City Council
May 19, 2026

AGENDA
City of Monte Sereno
Tuesday, May 19, 2026
City Council
7:00 PM
Monte Sereno City Council Chambers - 18041 Saratoga -
Los Gatos Road, Monte Sereno, Ca 95030

MEMBERS OF THE PUBLIC MAY ATTEND IN-PERSON

OR UTILIZE THE VIRTUAL OPTION
How to Participate
To maximize public safety while still maintaining transparency and public access, members of the public can access and participate in the meeting as follows: To listen (only) by telephone dial US: +1 669 444 9171 or +1 720 707 2699 or +1 253 205 0468 or +1 253 215 8782 or +1 346 248 7799 or +1 719 359 4580 or +1 646 931 3860 or +1 689 278 1000 or +1 301 715 8592 or +1 305 224 1968 or +1 309 205 3325 or +1 312 626 6799 or +1 360 209 5623 or +1 386 347 5053 or +1 507 473 4847 or +1 564 217 2000 or +1 646 558 8656 When prompted by the system enter participation Webinar ID:
853 9234 0104
and Password: 208830.

To attend the meeting webinar with a PC, Mac, iPad, iPhone or Android device: Please click this URL to join https://us06web.zoom.us/j/85392340104?pwd=CxDp39uMINPLPJgav84jE3h0MAnJWC.1 Passcode: 208830
Or iPhone one-tap (telephone connection) : US:
+16694449171,,85392340104#,,,,*208830# US
+12532158782,,85392340104#,,,,*208830# US
Passcode: 208830.

You will be prompted to install the webinar client appropriate for your device. Attendees are encouraged to install the needed software in advance at the following locations depending on the device being used. If you are unable to participate in real-time, you may email to the City Clerk at [email protected] with the subject line "Public Comment Item #__ " (insert the item number relevant to your comment) or "Verbal Communications - Non Agenda Item."
Any member of the public who needs accommodations should email or call the City Manager who will use their best efforts to provide reasonable accommodations to provide as much accessibility as possible while also maintaining public safety in accordance with the City procedure for resolving reasonable accommodation requests. In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Manager at 408-498-5285 or [email protected]. If requested of the City Manager, agendas and documents in the agenda packet can be made available in appropriate alternative formats to persons with a disability.

Page

CALL TO ORDER

PLEDGE OF ALLEGIANCE

ROLL CALL

ORDERS OF THE DAY
The Mayor, or a majority of the Council by vote, may change the order of business, except for public hearings on the agenda for a set time.

ANNOUNCEMENTS

PRESENTATIONS

ORAL COMMUNICATIONS
Persons wishing to address the Council on any matter of City business not listed on the agenda may do so at this time. Each speaker will normally be allotted three minutes, subject to the Mayor or a majority of the Council’s ability to limit the amount of time allocated to speakers based on the number of speakers and the need for expedient administration of City business in light of the number and length of items on the agenda.

WRITTEN COMMUNICATIONS
Copies of communications have been provided to Council for review prior to this meeting. Council Members desiring to read or discuss any written communication may do so at this time. No action may be taken except to place a particular item on a future agenda for Council consideration.

CONSENT CALENDAR
It is recommended that all items listed below be acted on simultaneously unless separate discussion and/or action is required by a Councilmember. One public comment period will be provided, although speakers speaking on more than one item may be allocated additional time by the Mayor or a majority of the Council.

1. Approve the Minutes of the May 5 2026 Special and Regular City Council Meeting
Staff recommends approval of the Minutes of the May 5, 2026 Special and Regular City Council Meeting
Staff Report -SR-22-148 - Pdf
5 - 12

2. Approve Warrant List Dated May 19, 2026 in the Amount of $59,213.33 Staff recommends the City Council approve the Warrant List.

Staff Report - SR-26-075 - Pdf
13 - 20

3. Consider Adoption of a Resolution Declaring Hazardous Vegetation (Brush) a Public Nuisance
Staff recommends that the City Council adopt a resolution declaring hazardous vegetation (brush) a public nuisance.

Staff Report - SR-26-074 - Pdf
21 - 25

4. Consideration to Authorize the City Manager to Execute a Professional Services Agreement with The Pun Group for Annual Financial Audit Services for Fiscal Year 2025/2026.

Staff recommends that the City Council authorize the City Manager to execute the Professional Services Agreement with The Pun Group for annual financial audit services for Fiscal Year 2025/2026. 26 - 48

Staff Report - SR-26-071 - Pdf

PUBLIC HEARINGS

UNFINISHED BUSINESS

NEW BUSINESS

5. Receive an Update from the Two Monte Sereno Residents Who Participated in the 2025-2026 Leadership Los Gatos Program Staff recommends that the City Council Receive an update from the two Monte Sereno residents who participated in the 2025-2026 Leadership Los Gatos Program.

Staff Report - SR-26-077 - Pdf
49 - 50

6. Review the Fiscal Year 2026/2027 City Manager’s Proposed Budget and Provide Direction to Staff
Staff recommends that the City Council review the Fiscal Year 2026/2027 City Manager’s proposed budget and provide direction to staff.

Staff Report - SR-26-078 - Pdf
51 - 60

COMMITTEE/COMMISSION REPORTS
This time is set aside to allow Councilmembers serving on Council committees or appointed by the City to serve on the boards, commissions or committees of other agencies to present a verbal report on the activities of the respective boards, commissions or committees on which they serve. No discussion or action may be taken other than to place the matter on a future agenda.

Toren
Silicon Valley Animal Control Authority
Cities Association – Board of Directors
Cities Association – Legislative Action Committee
Valley Transportation Authority Policy Advisory Committee

Mekechuk
West Valley Stormwater Authority
West Valley Solid Waste Management Authority Board
Silicon Valley Clean Energy Authority
Santa Clara County Recycling and Waste Reduction Commission Craig
Monte Sereno Youth Commission
Santa Clara County Library JPA
Shannon
Santa Clara Valley Water Commission
West Valley Sanitation District Board
Cities Association - Cities Selection Committee

Allan
Association of Bay Area Governments
League of California Cities Peninsula Division
West Valley Mayors & Managers
Mayors of Santa Clara County
Santa Clara County Mayors Group

COUNCIL MEMBER COMMENTS
This time is set aside to allow Councilmembers to make brief announcements or reports on the Councilmember’s own activities. No discussion or action may be taken other than to place the matter on a future agenda.

CITY MANAGER’S REPORT

FUTURE AGENDA ITEMS
This time is set aside to allow Councilmembers to make a specific request for an item to be placed on a future agenda. No discussion or other action may be taken.

7. Council Tentative Council Meeting Calendar 2026 61 - 67

ADJOURN
* All items on the agenda are subject to action/or change by the City Council In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk (408) 354-7635. If requested of the City Clerk, agendas and documents in the agenda packet can be made available in appropriate alternative formats to persons with a disability.

Notification 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting. [28CFR 35.102-35.104 ADA Title II]

STAFF REPORT
Meeting: City Council - May 19 2026
Agenda Heading: CONSENT CALENDAR
Staff Contact: Gloisy Gonzalez-Langarica, City Clerk
Department: City Clerk
Title: Approve the Minutes of the May 5 2026 Special and Regular City Council Meeting
Recommendation(s):

Staff recommends approval of the Minutes of the May 5, 2026 Special and Regular City Council Meeting
Fiscal Impact:

There are no unbudgeted fiscal impacts with this agenda item.

Public Noticing:

The City Council’s agenda was posted at City Hall and the agenda and this report appear on the City’s website.

Attachments:
05-05-26 Special Meeting Minutes DRAFT
05-05-26 Regular Meeting Minutes DRAFT

MONTE SERENO CITY COUNCIL

MEETING MINUTES

SPECIAL MEETING
6:00 p.m.

May 5, 2026

MEETING CALLED TO ORDER
At 6:07 p.m., Mayor Allan called the meeting to order.

ROLL CALL
Present – Chambers: Councilmember Craig, Vice Mayor Shannon and Mayor Allan Present – Remote: Councilmember Toren

Absent: Councilmember Mekechuk
Staff: City City Clerk Gonzalez-Langarica, City Attorney Powell, City Manager Perkins
Staff – Remote: None

UNFINISHED BUSINESS

1. Review of the Public Review Draft General Plan Update M-Group provided a staff report and answered questions from the Council.

City Manager Perkins was available to assist with answering questions from the Council.

Mayor Allan opened the Item for Public Comment. With no one wishing to speak, Mayor Allan closed Public Comment.

Discussion ensued.

Direction was given to staff.

ADJOURN
The meeting of the Special City Council Meeting adjourned at approximately 6:50 p.m.

Lionel M. Allan, Mayor
ATTEST:

Gloisy Gonzalez-Langarica, City Clerk

Cow

MONTE SERENO CITY COUNCIL MEETING MINUTES

REGULAR MEETING
7:00 p.m.

May 5, 2026

MEETING CALLED TO ORDER
At approximately 7:02 p.m., Mayor Allan called the meeting to order.

PLEDGE OF ALLEGIANCE
Council lead the Pledge of Allegiance.

ROLL CALL
Present – Chambers: Councilmember Craig, Councilmember Mekechuk, Vice Mayor Shannon and Mayor Allan
Present – Remote: Councilmember Toren

Absent: None
Staff: City Clerk Gonzalez-Langarica, City Attorney Powell, City Manager Perkins
Staff – Remote: None

ORDERS OF THE DAY
None.

ANNOUNCEMENTS
None.

PRESENTATIONS
None.

ORAL COMMUNICATIONS
Monica Faria with Pacific Gas and Electric Company took the opportunity to communicate to the City Council that she will now be the Local Government Affairs Representative. She explained she will be the primary point of contact regarding any PG&E related matter or issues of concern that they’d like to raise and elevate to her leadership and bring solutions. Monica expressed that she is committed to being a responsive and collaborative resource for the City of Monte Sereno.

WRITTEN COMMUNICATIONS

None.

CONSENT CALENDAR (TO BE ACTED UPON BY A SINGLE MOTION)

1. Approve the Minutes of April 7, 2026 Regular City Council Meeting

2. Approve Warrant List Dated May 5, 2026 in the Amount of $241,411.05

3. Adoption of Ordinance No. NS-247, an Ordinance of the City Council of the City of Monte Sereno Amending Title 10, Chapter 10.05 by Amending Section 10.05.010 (Zoning District Designations) and Adding Section 10.05.044 (Multi-Family Residential Overlay Zone) and Chapter 10.06 by Amending Section 10.06.140 (Accessory Dwelling Units; Junior Accessory Dwelling Units; Standards And Requirements) and Chapter 10.08 by Amending Section 10.08.040 (Site Development Permit Required) and by Amending Section 10.08.050 (Permit Process); and Chapter 10.11 (Amendments, Annexations and Enforcement) by adding Section 10.11.016 (Multi-Family Overlay District Amendment Process).

4. Authorize the City Manager to Execute the Second Amendment to the Agreement with the County of Santa Clara for the Countywide Household Hazardous Waste Collection Program.

Mayor Allan opened the Consent Calendar for Public Comment. With no one wishing to speak, Mayor Allan closed Public Comment.

MOTION: Motion by Councilmember Craig to approve Items #1, #2, and #4 on the Consent Calendar. Seconded by Vice Mayor Shannon.

VOTE: Motion passed. (5-0-0)
Councilmember Mekechuk lives within a radius of 500 ft from the property being in this item; therefore, he recused himself.

MOTION: Motion by Councilmember Craig to approve Item #3 on the Consent Calendar. Seconded by Vice Mayor Shannon.

VOTE: Motion passed. (4-0-1 Recused: Mekechuk)

PUBLIC HEARING
Councilmember Craig stated he lives within a radius of 500 ft from the property being mentioned in this item; therefore, he recused himself.

5. Application 2026-3001 for a Variance for a detached Accessory Dwelling Unit (ADU) in the front yard that is 992 square feet in floor area where a maximum of 800 square feet in floor area is allowed at 15391 Winchester Boulevard. (CEQA: Exempt, Guidelines sections 15302, 15303) City Manager Perkins provided a staff report and answered questions from the Council.

Mayor Allan opened the Item for Public Hearing.

Applicant spoke.

Public Comment:

In Council Chambers:

None.

Online:

• Deborah Ludewig- Spoke in favor.

With no one else wishing to speak, Mayor Allan closed Public Hearing.

Discussion ensued.

MOTION: Motion by Mayor Allan for a resolution of the City Council of the City of Monte Sereno denying a variance to allow a detached accessory dwelling unit (ADU) of 986 square foot in floor area in the front yard where a maximum of 800 square feet in floor area is allowed for property located at 15391 Winchester Boulevard. Seconded by Councilmember Mekechuk.

VOTE: Motion passed. (4-0-1 Recused: Craig)

6. Application 2024-3066 for a Site Development Permit for a new approximately 4,915 square foot two-story house, a Tree Removal Permit to remove one tree, and a Variance for reduced front, side, and rear yard setbacks at 18571 Withey Road. (CEQA: Exempt, Guidelines sections 15302, 15303)
City Manager Perkins provided a staff report and answered questions from the Council.

Mayor Allan opened the Item for Public Hearing.

Applicant spoke.

Public Comment:

In Council Chambers:
• Garrett D. Bergthold – Spoke in favor.
• Resident Schiefelbein – Spoke against.
• Resident Jeans – Spoke in favor.
• Resident Sparkman – Spoke in favor.
• Resident Coe - Spoke in favor.
• Resident Salys - spoke in favor.

Online:

None.

With no one else wishing to speak, Mayor Allan closed Public Hearing.

Discussion ensued.

MOTION: Motion by Mayor Allan for a resolution of the City Council of the City of Monte Sereno approving Application 2024-3066 for a Site Development Permit for construction of a new approximately 4,915 square foot two story house, a Tree Removal Permit to remove one tree, and a Variance from front, side and rear yard setbacks for property located at 18571 Withey Road. Seconded by Vice Mayor Shannon.

VOTE: Motion passed. (4-0-1 Noes: Mekechuk)

UNFINISHED BUSINESS

None.

NEW BUSINESS

7. Receive the Report and Provide Feedback on the West Valley Homeless Services Feasibility Study and Adopt a Resolution of Intent to Support Participation in a West Valley Homeless Services Implementation Task Force.

City Manager Perkins provided a staff report and answered questions from the Council.

Mayor Allan opened the Item for Public Comment. With no one wishing to speak, Mayor Allan closed Public Comment.

Discussion ensued.

MOTION: Motion by Vice Mayor Shannon to adopt a resolution of Intent to Support Participation in a West Valley Homeless Services Implementation Task Force. Amended by Councilmember Mekechuk to have the resolution include Vice Mayor Shannon participating as the Monte Sereno Representative. Seconded by Councilmember Toren.

VOTE: Motion passed. (5-0-0)

8. Consider and Accept the City Manager's Quarterly Report Covering January 1, 2026 through March 31, 2026
City Manager Perkins provided a staff report and answered questions from the Council.

Mayor Allan opened the Item for Public Comment. With no one wishing to speak, Mayor Allan closed Public Comment.

Discussion ensued.

Vice Mayor Shannon lives within a radius of 500 ft from the property mentioned on one of the topics in this item; therefore, she recused herself temporarily.

No action needed.

COMMITTEE/COMMISSION REPORTS
Councilmember Toren shared the Silicon Valley Animal Control Authority meeting was cancelled for the month of May. The Cities Association Legislative meeting had interesting bills for discussion.

Councilmember Toren shared that for the Valley Transportation Authority Policy Advisory Committee meeting, there were several items discussed, including supplemental funds for congestion management, as well as approval for a pedestrian capital project.

Councilmember Mekechuk shared that the West Valley Stormwater Authority and West Valley Solid Waste Management Authority Board are scheduled to meet this week in the Monte Sereno Council Chambers. Silicon Valley Clean Energy Authority is scheduled to have a meeting next week. Lastly Councilmember Mekechuk shared that the Santa Clara County Recycling and Waste Reduction Commission had an informational workshop yesterday in the Monte Sereno Council Chambers where they discussed various action items. Supervisor Margaret Abe-Koga attended this meeting as well.

Councilmember Craig shared that the Santa Clara Library is going to be reopening the Campbell branch on May 9th. He shared that the library is on a sound fiscal footing and got a clean audit report

for the year ending June of 2025 and next year’s budget looks outstanding. Councilmember Craig shared that the Dolly Parton Imaginarium Library has been very successful. He shared that the Santa Clara County Library is at the top of the five library systems in the Country. Councilmember Craig shared that the Youth Commission is excited to complete the mayor’s interview. He thanked the mayor for the pictures. Councilmember Craig thanked the Youth Commission and City Clerk for hosting yet another successful Ice Cream Social. He shared there will be an appointment for the upcoming commission in a meeting to come. Lastly, he shared he would be adding to the Joel Gambord collection of artifacts by giving to the City a picture that he took in Monte Sereno.

Mayor Allan shared that three weeks from today, the Youth Commissioners will be meeting with Congressman Sam Liccardo. Councilmembers Toren and Burton will be in attendance at this meeting.

Vice Mayor Shannon shared that she attended a meeting with the Santa Clara Valley Water Commission and West Valley Sanitation District Board. She shared they were both standard meetings with nothing specifically interesting to report on. She has another meeting with the West Valley Sanitation District Board on May 13th and a meeting with the Cities Association Cities Selection Committee on May 14th.

Mayor Allan shared nothing to report.

COUNCILMEMBER COMMENTS
Councilmember Mekechuk shared he was in Japan and met with the Mayor of Bae. He shared he met with an organization Council of Local Authorities for International Relations (CLAIR), which is a Tokyo-based, government-affiliated foundation to support the internationalization, revitalization, and global collaboration efforts of Japanese local governments.

Vice Mayor Shannon thanked everyone involved in today’s ice cream social event.

CITY MANAGER’S REPORT
None.

FUTURE AGENDA ITEMS
Councilmember Mekechuk would like to have as an future agenda item a report on possibility of a friendship city agreement and what that might entail.

ADJOURN
Mayor Allan adjourned the meeting at approximately 9:11 p.m.

Lionel M. Allan, Mayor
ATTEST:
____________________________________
Gloisy Gonzalez-Langarica, City Clerk

STAFF REPORT
Meeting: City Council - May 19 2026
Agenda Heading: CONSENT CALENDAR
Staff Contact: Diana Perkins, City Manager
Department: City Manager
Title: Approve Warrant List Dated May 19, 2026 in the Amount of $59,213.33 Recommendation(s):

Staff recommends the City Council approve the Warrant List.

Analysis:

The Warrant List includes payments to be made to vendors for goods and services procured by the City. The attached report lists each payment to be made by vendor, amount, and by accounting fund. Also, attached to the Warrant List is a listing the automatic payments made through electronic bank transfers.

California Environmental Quality Act:

The action being considered does not constitute a “project” within the meaning of the California Environmental Quality Act (“CEQA”) pursuant to CEQA Guidelines section 15378(b)(4) in that it is a fiscal activity that does not involve any commitment to any specific project which may result in a potential significant impact on the environment.

Public Noticing:

The City of Monte Sereno's Council meeting agenda was posted on the bulletin board outside of Monte Sereno's City Hall and the agenda with this staff report can be accessed on the City of Monte Sereno's website located at www.montesereno.org.

Attachments:

Warrant List - May 19, 2026

5/13/2026 1:58:40 PM ***The payables contained in this report are in an open packet, and have not posted to the General Ledger*** Page 1 of 3 Warrant List 05/19/2026
City of Monte Sereno, CA By Vendor Name
APPKT00088
Vendor Name Description (Payable) Post Date Account Name Account Number Amount Vendor: Alana Consulting, LLC
Building Consultant 03/23/26- 05/03/2026 Professional Services 22,655.00 05/03/26
Alana Consulting, LLC 100-510-6290
Vendor Alana Consulting, LLC Total: 22,655.00
Vendor: Bay Area News Group
Bay Area News Group Advertising 04/01/26-04/30/26 04/30/2026 Legal Notices 100-300-6344 75.40 Vendor Bay Area News Group Total: 75.40
Vendor: CivicPlus
Social Media Archiving 07/16/2026 Communications 2,632.77 Subscription
CivicPlus 100-000-6181
Vendor CivicPlus Total: 2,632.77
Vendor: CliffordMoss
Parcel Tax - Strategic Services - 04/30/2026 Professional Services 8,000.00 April 2026
CliffordMoss 100-000-6290
Vendor CliffordMoss Total: 8,000.00
Vendor: Corodata Records Management, Inc.

Document Storage and 66.52
Shredding
Secured Storage 04/01/26- 04/30/2026
04/30/26
Corodata Records
Management, Inc.
100-800-6357
Vendor Corodata Records Management, Inc. Total: 66.52
Vendor: Crystal Springs Water
City Hall Bottled Water - April 04/30/2026 Refreshments 18.95 2026
Crystal Springs Water 100-800-6128
Vendor Crystal Springs Water Total: 18.95
Vendor: Dicar Networks, Inc.

Monthly IT Services and 05/01/2026 Network Cybersecurity 140.00 Software
Dicar Networks, Inc. 100-230-6325
Monthly IT Services and 05/01/2026 Network Cybersecurity 641.00 Software
Dicar Networks, Inc. 100-230-6325
Monthly IT Services and 05/01/2026 IT Managed Services 1,050.00 Software
Dicar Networks, Inc. 100-230-6337
Monthly IT Services and 05/01/2026 IT Managed Services 2,150.00 Software
Dicar Networks, Inc. 100-230-6337
SBITA – Variable Payments 50.00
Expense
Monthly IT Services and 05/01/2026
Software
Dicar Networks, Inc. 100-230-6681
SBITA – Variable Payments 210.00
Expense
Monthly IT Services and 05/01/2026
Software
Dicar Networks, Inc. 100-230-6681
Vendor Dicar Networks, Inc. Total: 4,241.00
Vendor: Heidi's Commercial Cleaning
Weekly Cleaning Service & 05/01/2026 Cleaning Services 750.00 Supplies - May 2026
Heidi's Commercial Cleaning 100-800-6125
Vendor Heidi's Commercial Cleaning Total: 750.00
Vendor: Hillview Design Print Media
Hillview Design Print Media Business Cards - Eunice Ban 04/15/2026 Printing and Copying Expenses 100-800-6350 145.59 Vendor Hillview Design Print Media Total: 145.59
Vendor: Logan & Powell, LLP
City Attorney Services - April 05/04/2026 Legal - City Attorney 7,856.10 2026
Logan & Powell, LLP 100-210-6201
City Attorney Services - April 05/04/2026 Legal - Special Projects 796.50 2026
Logan & Powell, LLP 100-210-6205
Vendor Logan & Powell, LLP Total: 8,652.60

Warrant List 05/19/2026 Packet: APPKT00088
5/13/2026 1:58:40 PM ***The payables contained in this report are in an open packet, and have not posted to the General Ledger*** Page 2 of 3 Vendor Name Description (Payable) Post Date Account Name Account Number Amount Vendor: Maze & Associates
Accounting Services - April 04/30/2026 Supplemental Services 2,070.00 2026
Maze & Associates 100-400-6070
Vendor Maze & Associates Total: 2,070.00
Vendor: M-Group
Planning Consulting Services - 05/07/2026 Supplemental Services 5,292.00 April 2026
M-Group 100-500-6070
Vendor M-Group Total: 5,292.00
Vendor: Tyler Technologies
SBITA – Preliminary/Ongoing 3,915.00
Implementation Costs
Tyler Technologies ERP Pro Financials - April 2026 04/22/2026 100-230-6781 SBITA – Preliminary/Ongoing 797.50
Implementation Costs
Data and Insights Module - 04/30/2026
April 2026
Tyler Technologies 100-230-6781
Vendor Tyler Technologies Total: 4,712.50
Grand Total: 59,312.33

Warrant List 05/19/2026 Packet: APPKT00088
5/13/2026 1:58:40 PM ***The payables contained in this report are in an open packet, and have not posted to the General Ledger*** Page 3 of 3 Report Summary
Fund Summary
Fund Expense Amount
100 - General Fund 59,312.33
Grand Total: 59,312.33
Account Summary
Account Number Account Name Expense Amount
100-000-6181 Communications 2,632.77
100-000-6290 Professional Services 8,000.00
100-210-6201 Legal - City Attorney 7,856.10
100-210-6205 Legal - Special Projects 796.50
100-230-6325 Network Cybersecurity 781.00
100-230-6337 IT Managed Services 3,200.00
100-230-6681 SBITA – Variable Paymen… 260.00
100-230-6781 SBITA – Preliminary/Ong… 4,712.50
100-300-6344 Legal Notices 75.40
100-400-6070 Supplemental Services 2,070.00
100-500-6070 Supplemental Services 5,292.00
100-510-6290 Professional Services 22,655.00
100-800-6125 Cleaning Services 750.00
100-800-6128 Refreshments 18.95
100-800-6350 Printing and Copying Ex… 145.59
100-800-6357 Document Storage and … 66.52
Grand Total: 59,312.33
Project Account Summary
Project Account Key Expense Amount
**None** 59,312.33
Grand Total: 59,312.33

5/13/2026 2:22:29 PM ***The payables contained in this report are in an open packet, and have not posted to the General Ledger*** Page 1 of 2 Warrant List 05/19/2026 - Auto Payments (1)
City of Monte Sereno, CA By Vendor Name
APPKT00074
Vendor Name Description (Payable) Post Date Account Name Account Number Amount Vendor: Frontier Communications
City Hall Phone Bill 02/19/2026 Utilities, Telecommunications 58.68 02/19/2026-03/18/2026
Frontier Communications 100-800-6373
City Hall Phone 03/19/26- 03/19/2026 Utilities, Telecommunications 58.68 04/18/26
Frontier Communications 100-800-6373
Vendor Frontier Communications Total: 117.36
Vendor: Pacific Gas & Electric
City Hall Electricity 02/09/26- 03/17/2026 Utilities, Electricity 547.77 03/10/26
Pacific Gas & Electric 100-800-6370
Accessory Bldg. Electricity 03/17/2026 Utilities, Electricity 33.32 02/09/26-03/10/26
Pacific Gas & Electric 100-800-6370
Loma Serena Lighting Dist 03/23/2026 Utilities, Electricity 192.97 02/14/26-03/17/26
Pacific Gas & Electric 230-710-6370
City Hall Electricity Services 03/23/2026 Utilities, Electricity 209.88 02/14/26-03/17/26
Pacific Gas & Electric 205-710-6370
Rose Andrews Lightning Dist 03/23/2026 Utilities, Electricity 50.80 02/14/26-03/17/26
Pacific Gas & Electric 205-710-6370
Vendor Pacific Gas & Electric Total: 1,034.74
Grand Total: 1,152.10

Warrant List 05/19/2026 - Auto Payments (1) Packet: APPKT00074 5/13/2026 2:22:29 PM ***The payables contained in this report are in an open packet, and have not posted to the General Ledger*** Page 2 of 2 Report Summary
Fund Summary
Fund Expense Amount
100 - General Fund 698.45
205 - Public Safety 260.68
230 - Loma Serena Street Lighting Fund 192.97
Grand Total: 1,152.10
Account Summary
Account Number Account Name Expense Amount
100-800-6370 Utilities, Electricity 581.09
100-800-6373 Utilities, Telecommunica… 117.36
205-710-6370 Utilities, Electricity 260.68
230-710-6370 Utilities, Electricity 192.97
Grand Total: 1,152.10
Project Account Summary
Project Account Key Expense Amount
**None** 1,152.10
Grand Total: 1,152.10

5/13/2026 2:21:33 PM ***The payables contained in this report are in an open packet, and have not posted to the General Ledger*** Page 1 of 2 Warrant List 05/19/2026 - Auto Payments (2)
City of Monte Sereno, CA By Vendor Name
APPKT00081
Vendor Name Description (Payable) Post Date Account Name Account Number Amount Vendor: Comcast
Comcast Internet 04/10/26-05/09/26 04/10/2026 Utilities, Internet Services 100-230-6374 201.80 Comcast Internet 05/10/26-06/09/26 05/01/2026 Utilities, Telecommunications 100-800-6373 201.80 Vendor Comcast Total: 403.60
Vendor: Frontier Communications
Phone Service 03/28/26- 03/28/2026 Utilities, Telecommunications 105.36 04/27/26
Frontier Communications 100-800-6373
City Hall Phone 04/19/26- 04/19/2026 Utilities, Telecommunications 58.64 05/18/26
Frontier Communications 100-800-6373
City Hall Phone 04/28/26- 04/28/2026 Utilities, Telecommunications 105.36 05/27/26
Frontier Communications 100-800-6373
Vendor Frontier Communications Total: 269.36
Vendor: Pacific Gas & Electric
City Hall Electricity 03/11/26- 04/15/2026 Utilities, Electricity 550.72 04/08/26
Pacific Gas & Electric 100-800-6370
Loma Serena Lighting Dist 04/22/2026 Utilities, Electricity 192.52 03/18/26-04/15/26
Pacific Gas & Electric 230-710-6370
City Hall Electricity 03/18/26- 04/22/2026 Utilities, Electricity 209.16 04/15/26
Pacific Gas & Electric 205-710-6370
Rose Andrews Lighting Dist 04/22/2026 Utilities, Electricity 50.66 03/18/26-04/15/26
Pacific Gas & Electric 205-710-6370
Vendor Pacific Gas & Electric Total: 1,003.06
Vendor: San Jose Water Company
San Jose Water Company City Hall Water Service 04/29/2026 Utilities, Water 100-800-6372 170.14 San Jose Water Company City Hall Water Service 04/29/2026 Utilities, Water 100-800-6372 220.56 Vendor San Jose Water Company Total: 390.70
Vendor: Vision Service Plan (CA)
Vision Service Plan (CA) VSP - April 2026 04/18/2026 Vision Care Insurance Premium 100-000-6047 52.86 Vendor Vision Service Plan (CA) Total: 52.86
Grand Total: 2,119.58

Warrant List 05/19/2026 - Auto Payments (2) Packet: APPKT00081 5/13/2026 2:21:33 PM ***The payables contained in this report are in an open packet, and have not posted to the General Ledger*** Page 2 of 2 Report Summary
Fund Summary
Fund Expense Amount
100 - General Fund 1,667.24
205 - Public Safety 259.82
230 - Loma Serena Street Lighting Fund 192.52
Grand Total: 2,119.58
Account Summary
Account Number Account Name Expense Amount
100-000-6047 Vision Care Insurance Pr… 52.86
100-230-6374 Utilities, Internet Services 201.80
100-800-6370 Utilities, Electricity 550.72
100-800-6372 Utilities, Water 390.70
100-800-6373 Utilities, Telecommunica… 471.16
205-710-6370 Utilities, Electricity 259.82
230-710-6370 Utilities, Electricity 192.52
Grand Total: 2,119.58
Project Account Summary
Project Account Key Expense Amount
**None** 2,119.58
Grand Total: 2,119.58

STAFF REPORT
Meeting: City Council - May 19 2026
Agenda Heading: CONSENT CALENDAR
Staff Contact: Gloisy Gonzalez-Langarica, City Clerk
Department: City Clerk
Title: Consider Adoption of a Resolution Declaring Hazardous Vegetation (Brush) a Public Nuisance
Recommendation(s):

Staff recommends that the City Council adopt a resolution declaring hazardous vegetation (brush) a public nuisance.

Background Information:

The City annually declares hazardous vegetation (brush) a public nuisance due to fire danger and enters into a contract (along with other municipalities) with Santa Clara County to abate the hazardous vegetation (brush) not removed by property owners. The focus of this program is the identification of perennial vegetation, brush, trees, and shrub in designated high fire hazardous areas.

The Santa Clara County Fire Department implements and manages a hazardous brush abatement program for the Wildland Urban Interface (WUI) areas (hillside areas) within its jurisdictional boundaries, which includes the incorporated areas of Monte Sereno, to provide defensible space for structures.

The City annually adopts the Hazardous Vegetation (Brush) Abatement Program and works with the County who serves as the enforcement agent and conducts their own inspections.

In February of each year, every property owner within a designated fire hazardous severity zone is notified that they must remove brush and vegetation from around their home to create defensible space. The brush abatement program entails inspections of hillside properties by fire crews beginning early April each year. If properties are found to not be in compliance with the regulations found in the California Fire Code and the Enforced Applicable Wildland Fire Safety Regulations relative to vegetation clearance, they are given notice of the violation. If compliance is still not achieved by June 1st each year, then they will be referred to the contractor authorized to perform the necessary work. A public hearing is set for June17th where all property owners in the Wildland-Urban Interface Fire Area in the City of Monte Sereno having any objections to the proposed abatement of brush will be heard and given due consideration. An additional inspection of all identified properties will be conducted after the hearing and prior to ordering any abatement work.

The costs associated with the abatement work are then placed on the property tax bill for that parcel.

Fiscal Impact:

There are no unbudgeted fiscal impacts with this agenda item.

Public Noticing:

The City Council's agenda was posted at City Hall and the agenda and this report appear on the City's website.

Attachments:

Drafted Resolution
Exhibit A - Wildland Urban Interface Fire Area Map

RESOLUTION NO. 26-XXXX

RESOLUTION OF THE CITY COUNCIL

OR THE CITY OF MONTE SERENO

DECLARING HAZARDOUS VEGETATION (BRUSH)

A PUBLIC NUISANCE AND PROVIDING FOR ABATEMENT
WHEREAS, Sections 39560 and the following of the Government Code of the State of California authorize the City of Monte Sereno to declare that hazardous vegetation (brush) growing to such size and such type and in such locations as to constitute a fire hazard to the community may be declared a public nuisance and to compel owners, lessees, or occupants of buildings, grounds, or lots to remove or abate the hazardous vegetation (brush) to mitigate the fire hazard from such buildings, grounds, or lots to remove or abate the hazardous vegetation (brush) to mitigate the fire hazard from such buildings, grounds, property, and adjacent sidewalks and parkways, and upon the person’s failure to do so, to remove or abate such hazardous vegetation (brush) at the owner’s expense, making the cost of that abatement a lien upon the property, and
WHEREAS, the City of Monte Sereno has entered into an agreement with the County of Santa Clara to provide hazardous vegetation (brush) abatement services, and WHEREAS, the maintenance of hazardous vegetation (brush) in violation of the Uniform Fire Code adopted by the City of Monte Sereno in the Hillside Areas identified and shown on the “Wild Land Urban Interface Fire Area” map (Attachment “A”) constitutes a public nuisance and should be abated immediately; and
WHEREAS, the Fire Department has mailed notices to property owners in the WildlandUrban Interface Fire Area notifying them of the need to abate hazardous vegetation (brush) violations and explaining the steps necessary to correct such violations.

NOW THEREFORE BE IT RESOLVED by the City Council of the City of Monte Sereno and the City Council hereby finds that hazardous vegetation (brush) is a wood, perennial plant usually with multiple stems and trunks under ten feet in height and is indigenous to the hillside area. Brush is also known to have a high oil, high resin, or low moisture contention in their leaves and branches. Examples of this type of plant material include California Sagebrush, Greaswood or Chamise, Scotch Broom and Toyon. Unabated growth of brush upon and adjacent to private property within the Wildland-Urban Interface Fire Area and adjacent parkways and sidewalks is a public nuisance, and should be abated. The City Manager or designee shall act as the Superintendent for purposes of giving notice, supervising performance of the agreement with the County of Santa Clara, and evaluating the costs of abatement.

BE IT FURTHER RESOLVED the City Clerk is directed to mail notice of this resolution to the persons designated by the Superintendent in conformance with the Government Code and publish notice of this resolution as provided in the Government Code.

BE IT FURTHER RESOLVED that unless the hazardous vegetation (brush) violations are corrected by June 1, 2026 or within the time specified in a written agreement with the Superintendent or the Superintendent’s representative, the City of Monte Sereno shall cause such nuisance to be abated, and the expense thereof assessed upon the lots or lands from which or on which the abatement action occur, such expense to constitute a lien upon such lots or lands until paid, and to be collected upon the next real property tax roll upon which general municipal taxes are collected.

FURTHER RESOLVED, that on the 16th day of June, 2026 at a meeting of the City Council beginning at 7:00 P.M. in the Council Chambers, a public hearing will be held during which all property owners in Wildland-Urban Interface Fire Area in the City of Monte Sereno having any objections to the proposed abatement of brush will be heard and given due consideration.

PASSED AND ADOPTED at a regular meeting of the City Council of the City of Monte Sereno, California, held on the 19th day of May, 2026 by the following vote:

AYES:

NOES:

ABSENT:

BY_______________________________
Lionel M. Allan, MAYOR
ATTEST:

Gloisy Gonzalez-Langarica, City Clerk
BY__________________________________

Local Responsibility Area Fire Hazard Severity Zones
City of Monte Sereno
¦
¦
¦
¦
¦
¦
85 17
17 17
85 17
9 9
9 S A R A T OGA L O S

G A T OS R D

S A R A T O G A
A VE
Q
U
I
TO
R D

Q U I T O R D
SA
N

T OM AS
E
X P Y

S A R A T O G A
A VE

C A M D E N
AV E

S A R A T O G A L O S

G A T O S R D

S A R A T O G A L O S

G A T O S R D

S A R A T O G A
A VE
L O S

G A T O S- S A R A T O G A RD

P O L L A R D R D

H E R R I M A N
AV E
L O S

G A T O S
B
LV D

W I N C H ESTE R
B LV D

B L O SS O M

H I L L R D
L O S

G A T O S
B LVD

F R U I T VA L E AV E
S

W I N C HESTE R
B
L
V
D

W I N CHESTE R
B LVD

W EST M ON T A VE

K N O W L E S
D R
N

S A N T A

C R U Z
A VE
L A R
A
K
VE

B L OSSOM

H I L L R D

W H A C I E N D A AV E

AL LE N D A LE A VE

E M A I N ST
S

B A S C O M
A VE

L O S G A T O S- A L M ADEN
R D
SH

A N N ON R D

H A R R I E T
AV E

S H O R T
R D

KE NNED Y
R
D
BLA
C
K
R
D
APN: 51021004
51021005
51021006
51021007
51021008
51021041
51021042
51021071
51021072
51021073
51021074
51021075
51021078
51021082
51021084
51022003
51022004
51022014
51022015
51022017
51022018
51022032
51022036
51022037
51022038
51031004
51031005
51031021
51031029
51031030
51031036
51031038
51031039
51031040
51031042
51031043
51031044
51031046
51031063
51031064
51031078
51031079
51031080
51031081
51054001
51054004
51054005
51054011
51054019
51054020
51054022
51054029
51054031
51054032
¯
1 0.5 0 1
MILES
March 2026
Municipality
¦ Fire Station
Enforcement / Very High FHSZ
Informational / High or
Moderate FHSZ
Enforcement / Very High FHSZ
APN: 51007030
51007038
51007039
51007042
51007043
51007044
51007045
51007046
51007055
51012004
51012007
51012033
51012035
51012038
51012039
51013005
51013006
51013012
51013013
51013020
51013022
51013024
51013026
51013027
51013028
51013029
51020026
51020027
51020031
51020032
51020033
51020034
51020037
51020038
51020039
51020040
51020041
51020042
51020043
51020044
51020047
51020054
51020055
51020060
51020061
51020062
51020063
51020064
51020065
51021009
51021010
51021011
51021012
51021013
51021016
51021017
51021019
51021020
51021021
51021023
51021027
51021028
51021030
51021031
51021032
51021034
51021036
51021040
51021054
51021056
51021058
51021061
51021068
51021069
51021070
51021083
51021086
51021087
51021088
51021090
51021091
51021092
51021093
51021094
51021095
51022001
51022002
51022005
51022006
51022007
51022008
51022009
51022010
51022019
51022021
51022022
51022023
51022026
51022039
51022040
51022041
51022043
51022044
51050002
51050003
51050004
51050005
51050006
51050007
51050008
51050009
51050010
51050011
51050013
51050014
51050015
51050016
51050017
51059001
51059004
51059005
51059006
51059007
51059009
51059010
51061001
51061002
51061003
51061004
51061005
51061006
51061021
Informational / High or Moderate FHSZ

STAFF REPORT
Meeting: City Council - May 19 2026
Agenda Heading: CONSENT CALENDAR
Staff Contact: Diana Perkins, City Manager
Department: City Manager
Title: Consideration to Authorize the City Manager to Execute a Professional Services Agreement with The Pun Group for Annual Financial Audit Services for Fiscal Year 2025/2026.

Recommendation(s):

Staff recommends that the City Council authorize the City Manager to execute the Professional Services Agreement with The Pun Group for annual financial audit services for Fiscal Year 2025/2026.

Background Information:

The City of Monte Sereno has consulted with Maze and Associates Accounting Corporation for annual financial auditing services for the past four fiscal years. This year, Maze and Associates has begun providing accounting services for the City and can no longer serve as the financial auditor also.

The Pun Group has provided the proposal in Attachment 1 to perform the annual financial audit for Fiscal Year 2025-2026. The Pun Group came highly recommended and has experience working with small and medium sized jurisdictions.

Fiscal Impact:

The cost of the annual financial audit will be included in the proposed Fiscal Year 2026/2027 which is scheduled to be presented to the City Council at the May 19, 2026 Council meeting.

Public Noticing:

The City Council’s agenda was posted at City Hall and the agenda and this report was posted on the City’s website.

Attachments:

1. Consultant Agreement Pun Group - Financial Audit

1 AGREEMENT FOR PROFESSIONAL SERVICES
This Agreement for Professional Services (“Agreement”) is made and entered into as of May 5, 2026 by and between the City of Monte Sereno, a California municipal corporation, hereinafter referred to as “City”, and The Pun Group, a California LLP, hereinafter referred to as “Consultant”.

RECITALS
A. City desires to retain Consultant for certain professional services as set forth in this Agreement.

B. Consultant is specially trained, experienced and competent to perform the special services which will be required by this Agreement.

C. Consultant possesses the skill, ability, background, certification and knowledge to provide the services described in this Agreement on the terms and conditions described herein.

NOW, THEREFORE, in consideration of the recitals and the mutual promises contained herein, City and Consultant agree as follows:

AGREEMENT

1. Scope. City agrees to, and hereby does, retain Consultant to perform the professional services as outlined in the Scope of Work attached hereto and incorporated herein as Exhibit A.

Consultant’s work product shall be performed pursuant to generally accepted standards of practice in effect at the time of performance.

2. Responsible Personnel: City has relied upon the professional training and ability of Consultant to perform the services hereunder as a material inducement to enter into this Agreement. Primary personnel responsible for Consultant’s completion of the work described in this Agreement shall be Frances Kuo.

3. Scope of Work: Consultant shall perform the services as specified in Exhibit A in a professional manner. Any optional tasks listed shall not be performed by Consultant unless separately requested and prior authorization is provided in writing by the City Manager.

Proceeding with such additional work without express authorization, or undertaking any other work not listed in Exhibit A, shall be at Consultant’s sole risk. Consultant will not undertake any work that will incur costs in excess of the amount set forth in this paragraph without prior written amendment to this Agreement. To the extent there is a conflict between the terms of this Agreement and Exhibit A, the terms of this Agreement control.

4. Time of Performance and Term: The services of Consultant are to commence upon execution of this Agreement and shall continue until this Agreement is amended or terminated.

2 5. Compensation: Compensation shall be made for services performed as set forth in Exhibit A. Periodic payments to Consultant shall be made upon submittal of invoices by Consultant to City for review and approval by the City Manager or her designee. Invoices will be paid by City within a reasonable time after the invoices are received and approved. For purposes of this Agreement, a 30-day period shall be deemed a reasonable period.

6. Insurance: Consultant agrees to have and maintain, for the duration of the Agreement, the following minimum insurance requirements. Prior to the execution of the Agreement, Consultant shall provide proof of insurance required. Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City.

Consultant shall furnish the City with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive Consultant’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

Coverage shall be at least as broad as:

1. Commercial General Liability (CGL): Insurance Services Office Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $2,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 05 09 or 25 04 05 09) or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1), or if Contractor has no owned autos, covering hired, (Code 8) and non-owned autos (Code 9), with limit no less than $2,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation: as required by the State of California, with Statutory Limits.

4. Professional Liability (Errors & Omissions): As appropriate to Consultant’s services, and not less than $2,000,000 per occurrence.

The insurance policies are to contain, or be endorsed to contain, the following provisions:

The City of Monte Sereno, its Council Members, elected and appointed officers, agents and employees shall be named as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of Independent Contractor including materials, parts or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Independent Contractor’s

3 insurance (at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used).

For any claims related to this Agreement, Consultant’s insurance coverage shall be primary insurance coverage (at least as broad as ISO CG 20 01 04 13) with respect to the City, its officers, officials, employees, and volunteers. Any insurance or self-insurance maintained by the City, its officers, officials, employees, or volunteers shall be excess of the Consultant’s insurance and shall not contribute with it.

Consultant hereby grants to City a waiver of any right to subrogation which any insurer of said Consultant may acquire against the City by virtue of the payment of any loss under such insurance. Consultant agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.

Consultant shall require the insurer to provide City with 30-day prior notice of termination or material change in coverage and ten (10) days prior notice of cancellation for non-payment.

7. Indemnity: To the fullest extent permitted by law, Consultant shall hold harmless, indemnify and defend City, its elective and appointive boards, commissions, officers, agents, servants, volunteers, and employees (the “Indemnified Parties”) from and against any and all claims, costs, damages, liability, losses, or suits (including court costs and attorney fees) for personal injury (including death), property damage and any other damages of any sort whatsoever, arising out of, or alleged to have arisen out of, the willful or negligent acts, errors, or omissions of Consultant or Consultant's contractors, subcontractors, agents, or employees in the performance of this Agreement.

For design professionals (as that term is defined by statute) acting within the scope of their professional capacity, to the fullest extent permitted by law, Consultant shall, at its own expense, indemnify, protect, defend (by counsel reasonably satisfactory to the City) and hold harmless any Indemnified Parties from and against any and all Liability, whether actual, alleged or threatened, which arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, or as may be provided by statute in Civil Code § 2782.8, as may be amended from time to time.

Consultant’s duty to indemnify, protect, defend and hold harmless as set forth in this section shall include the duty to defend (by counsel reasonably satisfactory to the City) as set forth in California Civil Code § 2778. The Consultant’s responsibility to indemnify, defend, and hold harmless the Indemnified Parties under this section shall not extend to the active negligence or willful misconduct of the Indemnified Parties. This section shall survive the termination of this Agreement.

8. Termination: This Agreement may be terminated by the City immediately for cause or by either party without cause upon fifteen days’ written notice of termination. Upon termination, Consultant shall be entitled to compensation for services performed up to the effective date of

4 termination.

If Consultant fails to perform any of its obligations under this Agreement within the time and in the manner herein provided or otherwise violate any of the terms of this Agreement, in addition to all other remedies provided by law, City may terminate this Agreement immediately upon written notice. In such event, Consultant shall be entitled to receive as full payment for all services satisfactorily rendered and expenses incurred hereunder, an amount which bears the same ratio to the total fees specified in the Agreement as the services satisfactorily rendered hereunder by Consultant bear to the total services otherwise required to be performed for such total fee; provided, however, that the City shall deduct from such amount the amount of damages, if any, sustained by City by virtue of the breach of the Agreement by consultant.

In the event of termination, Consultant shall deliver as a condition to the payment of the compensation provided for above, or otherwise make available to City, all research data, reports, estimates, summaries, and other such information and materials as may have been accumulated by Consultant in performing this Agreement, whether completed or in process in accordance with Section 9 of this Agreement.

9. Documents: Notes, studies, chain, computations, electronic files, and other data and information obtained by Consultant for this project shall, upon receipt of payment for services rendered, be made available to City by Consultant at City's request and shall become the property of City. In the event City alters the document, City agrees Consultant shall have no responsibility whatsoever for any claim arising out of, or alleged to have risen out of, use of the altered document,
All plans, studies, documents, charts, computations, and electronic files prepared by and for Consultant, its officers, employees and agents and subcontractors in the course of implementing this Agreement, except working notes and internal documents, shall become the property of the City upon payment to Consultant for such work, and the City shall have the sole right to use such materials in its discretion without further compensation to Consultant or to any other party. Consultant shall, at Consultant’s expense, provide such reports, plans, studies, documents and other writings to City upon written request.

10. Independent Contractor: Consultant is an independent contractor retained by City to perform the work described herein. All personnel employed by Consultant are not and shall not be deemed to be employees of City. Consultant shall obtain no rights to retirement benefits or other benefits that accrue to City’s employees, and Consultant hereby expressly waives any claim it may have to such rights. Consultant shall comply with all state and federal laws pertaining to employment and compensation of its employees and its agents, including the provision of Workers’ Compensation.

11. Licenses and Standard of Care: Consultant represents and warrants to City that, for itself and any subcontractors, all applicable licenses, permits, qualifications, insurance and approvals of any nature which are legally required of Consultant to practice its profession have been obtained any will be maintained during the performance of the Agreement. Consultant shall

5 procure and maintain a City of Monte Sereno business license. Consultant shall use the standard of care in its profession to comply with all applicable federal, state, and local laws, codes, ordinances, and regulations.

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

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

13. Binding on Successors: This Agreement is binding on the heirs, successors and assigns of the parties hereto.

14. Amendment: This Agreement may be amended, modified or changed by the parties, provided that said amendment, modification or change is in writing and approved by the authorized representative of the parties.

15. Applicable Law and Attorney's Fees: This Agreement shall be construed and enforced in accordance with the laws of the State of California, and any action brought relating to this Agreement shall be held exclusively in a state court in the County of Santa Clara. Should any legal action be brought by a party for breach of this Agreement or to enforce any provision of the Agreement, the prevailing party of such action shall be entitled to recover its reasonable litigation expenses, including attorney fees.

16. Entire Agreement: This Agreement constitutes the complete and exclusive statement of the agreement between the City and Consultant and shall supersede all prior negotiations, representations, or agreements, either written or oral. All provisions of this Agreement are expressly made conditions. For all purposes this Agreement shall be deemed to have been drafted jointly by all parties.

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

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

19. Equal Employment Opportunity. Consultant is, and warrants to the City that they shall be during the term of the Agreement, an equal opportunity employer and agrees to comply with

6 all applicable state and federal regulations governing equal employment opportunity. Consultant will not discriminate against any employee or applicant for employment because of race, age, sex, creed, color, sexual orientation, marital status or national origin. Consultant will take affirmative action to ensure that applicants are treated during such employment without regard to race, age, sex, creed, color, sexual orientation, marital status, or national origin. Such action shall include, but shall not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; lay-offs or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. Consultant further agrees to post in conspicuous places, available to employees and applicants for employment, notices setting forth the provisions of this nondiscrimination clause.

20. City Not Obligated to Third Parties; Subcontractors; Oversight. The City shall not be obligated or liable for payment hereunder to any party other than the Consultant. Consultant shall ensure the following requirements are satisfied in the performance of the Agreement with respect to its own employees:

A. Workers’ Compensation. Consultant certifies that it is aware of the provisions of the California Labor Code which require every employee to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that Code, and Consultant certifies that it will comply with such provisions before commencing performance of the Agreement and at all times in the performance of the Agreement.

B. Prevailing Wage. Consultant and Consultant’s subconsultants (if any) shall, to the extent required by the California Labor Code, pay not less than the latest prevailing wage rates to workers and professionals as determined by the Director of Industrial Relations of the State of California pursuant to California Labor Code, Part 7, Chapter 1, Article 2. Copies of the applicable wage determination shall be available on file at the City’s office of the City Clerk.

C. Injury and Illness Prevention Program. Consultant certifies that it is aware of and has complied with the provisions of California Labor Code § 6401.7, which requires every employer to adopt a written injury and illness prevention program.

D. Consultant shall pay all taxes, assessments and premiums under the federal Social Security Act, any applicable unemployment insurance contributions, Workers Compensation insurance premiums, sales taxes, use taxes, personal property taxes, or other taxes or assessments now or hereafter in effect and payable by reason of or in connection with the services to be performed by Consultant.

The City is not responsible or liable for Consultant’s failure to comply with any and all of its requirements under this section and Agreement.

21. Political Reform Act Economic Interests. If City determines Consultant comes within the definition of Consultant under the Political Reform Act (Government Code §87100), Consultant shall complete and file and shall require any other person doing work under this Agreement to complete and file a “Statement of Economic Interest” with the Clerk of the City of Monte Sereno

7 disclosing Consultant and/or such other person’s financial interests.

WITNESS WHEREOF this Agreement is executed by City and by Consultant on this 5th day of May 2026, at Monte Sereno, California.

CONSULTANT: CITY OF MONTE SERENO:

___________________________ ____________________________ By: Frances J. Kuo Managing, Partner Diana Perkins, City Manager The Pun Group
APPROVED AS TO FORM: ATTEST:
______________________________ ______________________________ Kirsten Powell, City Attorney Gloisy Gonzalez-Langarica, City Clerk

8 EXHIBIT “A”

SCOPE OF WORK AND RATE SHEET

April 6, 2026
Proposal for Professional Auditing Services
www.pungroup.cpa
EMAIL
[email protected]

CONTACT
Frances J. Kuo, CPA, CGMA
Managing Partner

ADDRESS
6 Hutton Centre Drive
Suite 1200
Santa Ana, CA 92707

6 Hutton Centre Drive, Suite 1200
Santa Ana, California 92707
City of Monte Sereno
1 | PUNGROUP.CPA
April 6, 2026
City of Monte Sereno
Diana Perkins | City Manager
18041 Saratoga-Los Gatos Road
Monte Sereno, CA 95030
Re: Proposal for Professional Auditing Services
Dear Diana Perkins:

Please allow us to introduce our Firm and share our qualifications and proposed services plan for the City of Monte Sereno (the “City”) according to your Request for Proposals for Professional Auditing Services for the fiscal year ending June 30, 2026.

The Pun Group LLP (the “Firm”) has the knowledge and experience necessary to become the City’s next public accounting firm and the work plan to ensure a smooth process.

This letter is an acknowledgment of the Firm’s understanding of the work to be performed. We are offering our commitment to deliver all of the required work, complete the audit, and issue the necessary auditor’s reports within the periods outlined by the City. No subcontractors will be utilized for this engagement.

The Pun Group is the right choice for the City of Monte Sereno because:

We Understand the Demographics and Your Needs. The Pun Group is reputable for its governmental practice. We are the principal auditors for cities in California such as Ventura, Coachella, Corona, Fresno, Gilroy, Lakewood, Montebello, National City, Salinas, San Mateo, Santa Clarita, Tracy, and several others. Accordingly, the proposed engagement team has a deep understanding of the current issues that municipalities are facing, such as varying demographics, economic environments, and the constantly changing landscape of laws and regulations.

Recognized Leader in the Governmental Industry. We are a small national Firm with licenses in the States of California, Arizona, and Nevada and a proven leader in professional services to the government sector. All key engagement team professionals are licensed to practice as Certified Public Accountants and meet the Continuing Professional Education requirements under US GAO’s Government Auditing Standards to perform the proposed audits. The partners and all employees proposed to perform the requested services do not have a record of substandard audit work nor have any outstanding claim of substandard practice or unsatisfactory performance pending with the State Board of Accountancy or other professional organizations. In addition, we are members of the national AICPA Audit Quality Center.

We strongly believe that part of our success is credited to our professionals’ participation in various industry-leading organizations. Such affiliations are critical to addressing emerging accounting and auditing issues within the industry environment.

City of Monte Sereno
2 | PUNGROUP.CPA
You’ll Work with a Team that Embraces Innovation and Continuous Improvement. Our Firm is committed to continuous improvement as it relates to service delivery. We embrace innovation and identify areas of technological enhancements in our audit and project management approaches. For example:

Secure Data File Transfer System. In order to improve audit efficiency, workflow management software plays an essential role between your organization and our engagement team. We employ a secure data file transfer system called Suralink. Suralink’s dynamic request list is integrated with our secure file hosting system for seamless documentrequest coordination, including the upload of large-size files. It means all our requests are in one place, updated in real-time, and accessible by everyone working on the engagement. Not only makes the operation more cost-efficient, but it also enables you and your team to spend your time getting the job done, not reconciling a messy list of outstanding items. In addition, Suralink’s dashboard allows you to visualize the process of document-request fulfillment.

AI Auditor. The Pun Group leverages the technology and research tools required to provide excellent services to its clients. With the usage of Artificial Intelligence (AI) technology, the Firm is capable of issuing all reports requested faster than other audit firms without exposing the City to unnecessary risks.

Remote and Hybrid Auditing Capability. At our firm, we have fully embraced a hybrid approach to auditing, combining the flexibility of remote work with the benefits of on-site engagement. While we are fully equipped with advanced technology to perform audits remotely when needed, our preferred method is a hybrid model — balancing remote efficiency with in-person collaboration to deliver the highest quality service to our clients. We continue to offer on-site auditing as needed to best meet client needs.

Knowledge is Shared with You. As part of our commitment to keeping clients informed of emerging technical accounting and financial reporting issues, we offered a 2025 Virtual Government Accounting Conference, providing up to 15 hours of CPE at no additional cost.

The 2025 webinars provided are listed in the Appendices to this proposal. Our 2026 training schedule will be announced later this year.

The Pun Group is proud of its inclusive values and is an avid promoter of equality and diversity. In addition, the Firm is an equal-opportunity employer and complies with all federal and state hiring requirements. We’re proud of supporting affirmative-action philosophies and work hard to provide opportunities for self-enhancement to members of disadvantaged groups.

This proposal is a firm and irrevocable offer valid for ninety (90) days following the closing date for the receipt of all proposals.

Finally, we would like to emphasize one additional point: We want to earn your trust and your business! We are confident that the energetic and experienced team we have assembled is the right one for the City.

Our commitment to serving the City of Monte Sereno cannot be adequately conveyed in a letter, and I look forward to continuing the discussion with you. I’m assigned as your primary contact for contract negotiations. I’m also authorized to legally bind the Firm. Should you have any questions or wish to discuss this proposal, please do not hesitate to contact me at (949) 777-8805 or by email at [email protected].

Sincerely,
Frances J. Kuo, CPA, CGMA | Managing Partner | The Pun Group LLP 6 Hutton Centre Drive, Suite 1200, Santa Ana, CA 92707

City of Monte Sereno
3 | PUNGROUP.CPA
Who We Are
The engagement team was carefully selected to provide City with all the services needed to complete the audit successfully. Your assigned Engagement and Technical Partners will be personally involved in the project, leading a team that has significant experience in Governement auditing. You can be confident that our broad experience and technical capabilities will allow us to provide technical support, interpret findings, and offer practical solutions to any issues that may arise.

About Your Engagement Team
The personnel assigned to this engagement are fully qualified to perform an effective audit of the City, and their extensive experience will be critical to the audit process. Our professionals are familiar with the complexities of governmental accounting, auditing, and financial reporting, including but not limited to all GASB pronouncements, the Single Audit Act, Uniform Guidance (formerly known as OMB Circular A-133), and fund operations. They have held positions as professional certified public accountants, as well as holding significant roles within and outside of nonprofit organizations and government agencies. Such qualities will bring an entity like City the thought leadership, quality, and level of experience it requires.

If the Firm changes key personnel, we will provide City with a written notification. Engagement personnel will only be changed with the express prior written permission from City. Audit personnel may be replaced only by those with similar or better qualifications and experience.

Our Orange County Office, located at 6 Hutton Centre Drive, Suite 1200, Santa Ana, CA 92707, to assist with local resources. The following professionals will serve as the City's point of contact:

Frances J. Kuo, CPA, CGMA | Engagement/Lead Partner
Frances Kuo is the Managing Partner at the Firm. She has extensive experience in providing audit and advisory services to local government agencies, including public pension plans, cities, counties, special districts, community colleges, and joint powers authorities, as well as not-for-profit organizations. Ms. Kuo brings a wealth of experience from her background in audits and advisory services in areas such as internal controls, policy development, and accounting system implementation. She is a Certified Public Accountant and a Chartered Global Management Accountant.

In her capacity as the Engagement/Lead Partner, Ms. Kuo will be overseeing the Engagement Team, developing the audit plan, reviewing fieldwork for quality, approving final reports, and communicating with the designated City team.

Sophia Kuo, CPA, MAcc, MBA │ Technical/Concurring Partner Sophia Kuo is an Assurance Services Partner in the Firm who holds an Advanced Certification in Single Audits through the AICPA. She possesses extensive auditing experience, including cities, counties, special districts, and not-for-profit entities. She will work closely with the engagement partners directing and supervising the audit team in its daily activities and tasks.

She is a Certified Public Accountant and possesses a MAcc in Accounting and an MBA in Business Administration.

In her capacity as the Technical/Concurring Partner, Ms. Kuo will assume the critical responsibility of conducting a secondary review of significant high-risk areas, audit reports, and the resolution of noteworthy accounting, auditing, and reporting matters. This pivotal role ensures a comprehensive and meticulous approach to our services.

Marina Youssef, CPA, MBA | Engagement/Project Manager
Marina is an Assurance Services Manager within the Firm. She will secure the effective implementation of the services approach while assisting in the timely delivery of the requested services. Ms. Youssef possesses an MBA in Accounting.

In her role as Engagement Manager, Marina will oversee day-to-day audit operations, ensuring the timely and efficient delivery of services in alignment with the agreed-upon audit plan. She will serve as the primary point of contact for your team, coordinating fieldwork, supervising staff, and providing regular progress updates to both engagement leadership and your management team. Her hands-on approach ensures open communication, responsive service, and a high standard of work throughout the engagement.

City of Monte Sereno
4 | PUNGROUP.CPA
Seniors and Professional Staff
Every member of the assurance team possesses the qualifications necessary to conduct financial and compliance audits. This guarantees a consistent level of staff quality throughout the entire engagement period. In our commitment to both staff growth and the continuity of engagements, we actively promote senior and staff accountants to assume greater responsibilities in their ongoing engagements as part of their professional advancement.

Continuing Education and Professional Development
Because of our commitment to providing the highest quality of services to the City, we provide our professionals with technical training to ensure our people stay current on topics within the industry sectors and better equip themselves to serve our clients.

All professionals are required to obtain continuing education that exceeds the requirements of the American Institute of Certified Public Accountants (AICPA) and, where applicable, Government Auditing Standards. Our professionals participate in continuing education programs through the following means:
• Governmental Accounting and Auditing Conference sponsored by AICPA. • Webinar sponsored by AICPA Government Audit Quality Center. • Annual Conference sponsored by California Society Municipal Finance Officers. • Governmental Accounting and Auditing Conference sponsored by CalCPA. • The Pun Group in-house training on government-specific topics, including but not limited to GASB updates, Government Auditing Standards Revision, Fraud in State and Local Governments, COSO Internal ControlIntegrated Framework, Audit of State and Local Governments, and Single Audit.

In 2025, our government professionals received an average of 52 hours of continuing professional education, compared with the 40 hours of accounting industry requirement.

By expanding our knowledge through these seminars/conferences, we can provide the right solutions to our clients.

Staff Continuity
The Pun Group LLP is committed to maintaining staff continuity throughout audit engagements, and we can assure you that the partners assigned to this audit will be involved throughout the entire contract term.

While we cannot guarantee that our staff-level members will stay with the Firm, we encourage loyalty by paying competitive wages, offering opportunities for promotion, using state-of-the-art equipment, and providing excellent working conditions. Also, we offer benefits, including retirement plans, medical plans, profit-sharing programs, and continuing education.

Quality-Control System
Our Firm meticulously monitors the quality and contents of our reports. The Pun Group LLP is 100% committed to providing only the highest grade of work possible for our clients and for those who rely on our audits. The Firm strives to exceed professional industry standards because of the continuing respect for our clients and our emphasis on creating long-lasting relationships. The Pun Group LLP works exclusively with those who share the same moral integrity and values. Our quality-control system has been crafted with excellence in mind. It not only meets AICPA standards but also matches our own elevated standards, which include following various professional development activities.

Engagement Team Resumes
The City of Monte Sereno deserves experienced professionals who work as a team. The Pun Group LLP will provide qualified professionals to perform the audit. No subcontractors and/or consultants will be utilized to perform the requested services. Resumes for key engagement team members are presented as follows:

City of Monte Sereno
5 | PUNGROUP.CPA

EXPERIENCE
Frances Kuo serves as the Managing Partner at The Pun Group, LLP, bringing over seventeen years of experience in accounting and auditing. Her expertise spans engagements with governmental agencies, not-for-profit entities, and employee benefit plans. Frances excels in conducting financial audits compliant with GAO Yellow Book standards and compliance audits aligned with the Uniform Guidance framework, formerly known as OMB Circular A-133 standards.

In her role, Frances has led audits and provided attestation services to various municipalities across California. Her clientele includes cities, counties, successor agencies of former redevelopment agencies, housing authorities, public financing authorities, special districts, and transportation agencies. Frances's contributions have been pivotal in assisting clients in producing Annual Comprehensive Financial Reports in accordance with GASB Statement No.

34. Within the firm, Frances takes on the role of an in-house instructor, dedicatedly providing theoretical and on-the-job training to junior staff members. She has played a key role in developing comprehensive training materials covering topics such as the risk-based audit approach, GASB Statement No. 34 reporting, Single Audits, and employee benefit plan audits.

Frances also provides peer review services to other CPA firms under the practice monitoring Program of the AICPA.

EDUCATION
University of California, Riverside
B.S. Degree – Business Administration, Emphasis in Accounting University of California, Riverside
B.A. Degree – Economics

LEADERSHIP & AFFILIATIONS
• Member, American Institute of Certified Public Accountants (AICPA) • Member, California Society of Certified Public Accountants (CalCPA) • Member, California Society of Municipal Finance Officers (CSMFO)

RELEVANT EXPERIENCE
• City of Coachella • City of Corona
• City of Culver City • City of Desert Hot Springs
• City of Monterey • City of Paramount
• City of Palm Springs • City of Santa Clarita
• City of Seal Beach • City of Vernon

CONTINUING PROFESSIONAL EDUCATION
Various courses are offered by the Firm online through Thompson Reuters, AICPA, and CalCPA Education Foundation, including:
• Governmental and Nonprofit Annual Update
• Government Auditing Standards
• GASB Basic Financial Statements for State and Local Governments • Single Audits: Uniform Guidance (formerly OMB Circular A-133) • Financial Accounting Standards Board Annual Updates
• Statement on Standards for Accounting and Review Services Updates Has met/exceeded the current CPE educational requirements to perform audits of governmental agencies.

Frances J. Kuo

CPA, CGMA
Engagement/
Lead Partner
EMAIL
[email protected]
WEBSITE www.pungroup.cpa
Expertise:

CITIES

COUNTIES

TRANSPORTATION

AGENCIES

ENTERPRISE

OPERATIONS
HIGHER

EDUCATION

NOT-FOR-PROFIT
Licensed to Practice in:

California
Arizona

City of Monte Sereno
6 | PUNGROUP.CPA

EXPERIENCE
Sophia Kuo assumes the position of Partner within The Pun Group, LLP's Assurance division.

With a background spanning ten years in accounting and auditing, Sophia's experience encompasses a diverse array of sectors, including governmental agencies, not-for-profit organizations, and private for-profit entities. Her specialization in the governmental domain covers a broad spectrum, ranging from GASB (Governmental Accounting Standards Board) audit and reporting, Internal Controls guided by the COSO Framework, Single Audits, Corporate Financial Reporting, and Data Analysis to Taxation matters.

Ms. Kuo has conducted audits and various attestation services for numerous governmental agencies across California. Her client portfolio boasts cities, counties, redevelopment agencies, public financing authorities, housing authorities, transportation agencies, and special districts.

An important facet of her work involves assisting these entities in achieving compliance with GASB Statement No. 34 by aiding in the publication of their Annual Comprehensive Financial Reports.

EDUCATION
Fu Jen Catholic University
B.A. Degree – International Trading and Finance, Emphasis in Finance Idaho State University
Master of Accounting (MAcc)
Master of Business Administration (M.B.A.)

LEADERSHIP & AFFILIATIONS
• Member, American Institute of Certified Public Accountants (AICPA) • Member, California Society of Certified Public Accountants (CalCPA)

RELEVANT EXPERIENCE
• City of Coachella • City of Culver City
• City of Desert Hot Springs • City of Gardena
• City of Laguna Niguel • City of Lakewood
• City of Monterey • City of Monterey Park
• City of Perris
• City of Stockton
• City of Pleasanton
• City of Pomona
• City of Hercules
• City of Glendora

CONTINUING PROFESSIONAL EDUCATION
Various courses are offered by the Firm online through Thompson Reuters, AICPA, and CalCPA Education Foundation, including:
• Governmental and Non-profit Annual Update
• Government Auditing Standards
• GASB Basic Financial Statements for State and Local Governments • Single Audits: Uniform Guidance (formerly OMB Circular A-133) • Financial Accounting Standards Board Annual Updates
• Statement on Standards for Accounting and Review Services Updates Has met/exceeded the current CPE educational requirements to perform audits of governmental agencies.

Sophia Kuo
CPA, MAcc, MBA
Technical/
Concurring Partner
EMAIL
[email protected]
WEBSITE www.pungroup.cpa
Expertise:

CITIES

COUNTIES

TRANSPORTATION

AGENCIES

ENTERPRISE

OPERATIONS
HIGHER

EDUCATION

NOT-FOR-PROFIT
Licensed to Practice in:

California
Hawaii

City of Monte Sereno
7 | PUNGROUP.CPA

EXPERIENCE
Marina Youssef is an accomplished Assurance Services Manager at The Pun Group, LLP, bringing years of progressive experience in accounting, auditing, and financial reporting. Throughout her career, Ms. Youssef has demonstrated expertise in planning, executing, and overseeing audits and attestation engagements for a diverse portfolio of clients, with a particular focus on governmental and nonprofit organizations.

Ms. Youssef is recognized for her thorough understanding of Generally Accepted Accounting Principles (GAAP), Governmental Accounting Standards Board (GASB) guidelines, and compliance requirements unique to the public and nonprofit sectors. She has successfully led teams in the execution of complex audit assignments, ensuring the delivery of high-quality, timely, and value-added services. Her collaborative approach, attention to detail, and commitment to client service have contributed to strong, long-term client relationships and the continuous improvement of internal audit processes.

EDUCATION
Ain Shams University, Egypt
B.S. Degree – Accounting
Touro University Worldwide – Los Angeles, CA
MBA - Accounting

LEADERSHIP & AFFILIATIONS
• Member, California Society of Certified Public Accountants (CalCPA)

RELEVANT EXPERIENCE
• City of Glendora • City of Lynwood
• City of Santa Clarita • City of Baldwin Park
• City of Corona • City of Arvin
• City of Coachella
• Monterey Peninsula Water Management District
• Los Angeles County Law Library

CONTINUING PROFESSIONAL EDUCATION
Various courses offered by the Firm, online through Thompson Reuters, AICPA, CalCPA Education Foundation, including:
• Governmental and Nonprofit Annual Update
• Government Auditing Standards
• GASB Basic Financial Statements for State and Local Governments • Single Audits: Uniform Guidance (formerly OMB Circular A-133) • Financial Accounting Standards Board Annual Updates
• Statement on Standards for Accounting and Review Services Updates Has met/exceeded the current CPE educational requirements to perform audits of governmental agencies.

Marina Youssef

CPA, MBA
Engagement/
Project Manager
EMAIL
[email protected]

WEBSITE
www.pungroup.cpa
Expertise:

CITIES

TRANSPORTATION

AGENCIES

ENTERPRISE

OPERATIONS

NOT-FOR-PROFIT
Licensed to Practice in:

California

City of Monte Sereno
8 | PUNGROUP.CPA
References
The following are examples of some of the engagements with similar requirements as the City of Monte Sereno’s proposal. Please feel free to contact these agencies to learn more about their experiences working with us.

Name of Public Agency City of Corona
Contact Info Ms. Christine Thompson, CPA, CGFM, CPFO, Accounting Manager [email protected]| (951) 736-2327
Address 400 S. Vicentia Ave. Corona, CA 92882
Total Hours Approximately 650 hours
Contract Price $77,000/year
Date of Services 2021 – Present
Scope of Work/
Reports Prepared
Financial Audit and Compliance Services: Annual Comprehensive Audit, GFOA Award, Single Audit, GANN Limit, Compliance Audit Reports: Housing Successor, Investment Portfolio, AQMD Funds and Annual State Controller’s Report.

Name of Public Agency City of Gardena
Contact Info Mr. Raymond Beeman, Chief Fiscal Officer
[email protected]
(310) 217-9500
Total Hours 700
Cost $75,000
Date of Services 2007 – 2023
Scope of Work/Reports
Prepared
Financial Audit and Compliance Services: Comprehensive Annual Financial Report Audit, GFOA Award, Single Audit, GANN Limit, Municipal Bus Line Enterprise Fund, Family Child Care Program, AUP – Cash Receipt, AUP – Wire Transfer Process.

Name of Public Agency City of Pleasanton
Contact Info Ms. Susan Hsieh, Director of Finance
[email protected] | (925) 931-5400
Address 123 Main Street, PO BOX 520, Pleasanton, CA 94566 Total Hours 710 hours
Contract Price $93,000/year
Date of Services 2024 – Present
Scope of Work/
Reports Prepared
Financial Audit and Compliance Services: Annual Comprehensive Audit, GFOA Award, Single Audit, GANN Limit, Compliance Audit Reports Measure B, Measure BB, Measure F, Community Transit Services, Senior Citizen, & Disabled Transportation Program Audit and Annual State Controller’s Report.

City of Monte Sereno
9 | PUNGROUP.CPA
Cost Proposal
Certification
We are committed to the performance of a high-quality audit at the most reasonable fee level possible, both initially and throughout the engagement. Also, our partners will provide advice and consultation as needed at no additional cost to the City of Monte Sereno.

Name of Firm: The Pun Group LLP – Certified Public Accountants and Business Advisors Contact Name: Frances J. Kuo, CPA, CGMA
Contact Email Address: [email protected]
Authorization to Represent the Firm
I, the undersigned, certify I am duly authorized to represent The Pun Group LLP and am empowered to submit this bid. In addition, I certify I am authorized to contract with the City of Monte Sereno on behalf of the Firm.

April 6, 2026
_________________________________________ _______________________________ Frances J. Kuo, CPA, CGMA | Managing Partner Date
The Pun Group LLP
Total All-Inclusive Maximum Price
Our proposed fees for Professional Auditing Services for the fiscal year ending June 30, 2026, are as follows:
(1) If rquired, Single Audit fees for major programs will be $6,000 each. The number of programs determined to be “major” will be based on OMB Uniform Guidance. The Engagement Team will discuss this with the City of Monte Sereno’s Management before starting Single Audit work.

All-Inclusive Maximum
Price by Report 2025-26
City ACFR Financial Audit $ 50,000
Management Letter Included
Total All-Inclusive Maximum Price
for All Schedules: $ 50,000

City of Monte Sereno
10 | PUNGROUP.CPA
Out of Pocket Expenses are Included in the Total All-Inclusive Maximum Price and Reimbursement Rates The Firm’s policy is to maintain flexible billing rates to meet the needs of clients and help them control costs. In the interest of starting our long-term relationship, we will absorb expenses such as travel and printing costs. Additionally, our Partners will be available to provide advice and consultation as necessary to the City of Monte Sereno. The Firm will also absorb these costs.

Rates for Additional Professional Services
Below are the Firm’s hourly billing rates, delineated by staffing levels:

Any supplemental reports, audits, or agreed-upon procedures not covered by this proposal may be added to a written agreement prior to commencing audit work. The Firm and the City will discuss and approve the scope and associated costs of these tasks. Any additional work will be performed at the above-quoted hourly rates.

Manner of Payment
Engagement Team members are required to maintain timesheets detailing the date, number of hours, and work performed for every audit task. The Firm will collect these timesheets and bill the City of Monte Sereno at the rates outlined in the Total All-Inclusive Maximum Price section in four stages: (1) at the conclusion of the planning phase, (2) at the conclusion of the interim phase, (3) at the conclusion of the Year-End phase, (4) and after presentation and acceptance of the final audit reports. Interim billings will cover a period not less than a calendar month. The billing amounts generally break down as follows:

Partner(s) $ 330
Director(s) $ 315
Senior Manager(s) $ 305
Manager(s) $ 275
Supervisor(s) $ 195
Senior Accountant(s) $ 165
Staff Accountant(s) $ 140
Clerical $ 110
Hourly Billing Rates
Work Performed % of Proposal Amount
Planning 10%
Interim 40%
Fieldwork 40%
Presentation and Acceptance of Reports 10%

City of Monte Sereno
11 | PUNGROUP.CPA
Let’s Get to Work!
Benefits of Choosing The Pun Group LLP
The Pun Group LLP is recognized for its professionalism and integrity and for providing clients with practical solutions unique to their circumstances and issues. Our Firm prides itself on being able to provide personalized client services, and with that sentiment in mind, we have carefully chosen our engagement teams. The Pun Group’s primary objective is to give City solutions and directions led by highly experienced and capable partners who can successfully implement the work and produce the results you expect. This philosophy and mindset allow us to provide a superior level of service and a quality audit.

We trust that this proposal has given you the information needed about the Firm, the engagement team members, the overall audit approach, cost-saving measures, and audit fees. We are committed to exceeding your expectations, and we look forward to bringing our experience and expertise to the City and providing you with the excellent level of service that you expect and deserve.

Thank You
Thank you for allowing us to submit our qualifications to provide you with Professional Auditing Services. Please direct inquiries to:

Frances J. Kuo, CPA, CGMA
Managing Partner
Email: [email protected]
Phone: (949) 777-8805 | Fax: (949) 777-8850
Sincerely,
The Pun Group LLP
Certified Public Accountants and Business Advisors

www.pungroup.cpa

ORANGE COUNTY SAN DIEGO SACRAMENTO BAY AREA LAS VEGAS PHOENIX

STAFF REPORT
Meeting: City Council - May 19 2026
Agenda Heading: NEW BUSINESS
Staff Contact: Diana Perkins, City Manager
Department: City Manager
Title: Receive an Update from the Two Monte Sereno Residents Who Participated in the 2025-2026 Leadership Los Gatos Program Recommendation(s):

Staff recommends that the City Council Receive an update from the two Monte Sereno residents who participated in the 2025-2026 Leadership Los Gatos Program.

Background Information:

The Town of Los Gatos administers the Leadership Los Gatos program to educate, engage, and encourage participants to find leadership roles in the community. Participants are given the opportunity to view local government from the inside out, engage with community leaders and special interest groups, and challenge themselves in new ways while strengthening their leadership skills and community network. After completing the program, graduates are encouraged to use their new skills and knowledge to further their participation in civic, community, service, and non-profit organizations.

Last year, the Town of Los Gatos offered to designate up to two seats in the 2025-2026 Leadership Los Gatos program for Monte Sereno residents so long as the city covers the additional program costs beyond the tuition, which is $2,650 per participant. This cost includes the speakers (a fee is not charged for speakers who are Town staff), buses for an area tour, breakfast and lunch at each meeting, and the Town’s staff time to support the program.

In August 2025, the City Council authorized the sponsorship of up to two residents to participate in the 2025-2026 Leadership Los Gatos Program.

Analysis:

Monte Sereno residents Allison Zeidler and Robert Lapcevic participated in the 2025-2026 Leadership Los Gatos program, which concluded in early May. Both residents will be at the Council meeting to report to the Council on their experience with the program.

California Environmental Quality Act:

This matter is not a “project” under the California Environmental Quality Act (“CEQA”) in that it is a governmental organizational or administrative activity that will not result in direct or indirect changes in the environment (CEQA Guidelines section 15378(b)(5)).

Fiscal Impact:

No fiscal impact is anticipated from the City Council receiving this report.

Public Noticing:

The City of Monte Sereno's Council meeting agenda was posted on the bulletin board outside of Monte Sereno's City Hall and the agenda with this staff report can be accessed on the City of Monte Sereno's website located at www.montesereno.org.

STAFF REPORT
Meeting: City Council - May 19 2026
Agenda Heading: NEW BUSINESS
Staff Contact: Diana Perkins, City Manager
Department: City Manager
Title: Review the Fiscal Year 2026/2027 City Manager’s Proposed Budget and Provide Direction to Staff
Recommendation(s):

Staff recommends that the City Council review the Fiscal Year 2026/2027 City Manager’s proposed budget and provide direction to staff.

Background Information:

The proposed budget for Fiscal Year 2026/2027 is attached to this staff report. This includes the anticipated expenditures and revenues for the upcoming fiscal year. The proposed budget is submitted to the City Council for consideration and comments. This budget will be revised as directed by the City Council with the final budget scheduled to be approved by the City Council at the June 16, 2026 City Council meeting.

Analysis:

General Fund
A comparison of the draft actual financial position for Fiscal Year 2024/2025, adopted budget for Fiscal Year 2025/2026, and proposed budget for Fiscal Year 2026/2027 is summarized in the table below:

Monte Sereno Budget Comparison
Fiscal Year Total Revenue Total Expenditures
and Transfers Out Net
FY 2024/2025 Actual
(Draft) $4,729,702 $4,895,118 -$165,416
FY 2025/2026
Adopted Budget $4,769,928 $5,076,798 -$279,870
FY 2026/2027
Proposed $5,098,310 $5,293,500 -$195,190
General Fund Expenditure Reductions

The General Fund expenditures (excluding transfer out to other funds) for next year are proposed to decrease from the current year. This is mainly due to the following factors:
 Staff Levels – The Engineering Department position was previously budgeted as a Public Works Director. This position has been hired as a City Engineer and that classification is included in the proposed Fiscal Year 2026/2027 budget. This resulted in savings of about $30,000 in salary and benefits.

Additionally, the City Planner position has been reduced to a part-time position, resulting in savings of approximately $80,000 in salaries and benefits.  General Plan Update Project Complete – Over the past two years, the City has been working with M-Group consultants to update the General Plan. As this project is scheduled to be completed this Summer, there are no expenses that need to be budgeted in Fiscal Year 2026/2027. This is a savings of $87,500 from the last fiscal year.

General Fund Expenditure/Operating Transfer Out Increases Following is a summary of the major General Fund expenditure increases as compared with the current fiscal year budget.
 Police Services Agreement – The current agreement with the Town of Los Gatos for police services sets the annual cost of service increase based on the U.S. Department of Labor, Bureau of Labor Statistics Employment Cost Index for State and Local Government Workers plus 2%. Based on this, the anticipated cost increase for Fiscal Year 2026/2027 is 5%, or $80,000, for a total of $1.53 million.  Flock Camera Annual Cost – The City Council authorized an agreement with Flock Safety Group on January 21, 2025 for the installation and annual maintenance of 19 Automated License Plate Reader (ALPR) cameras and one mobile camera. The annual service cost for these cameras is $60,500.
 Operating Transfers Out – The General Fund currently transfers funds to the Law Enforcement and Public Safety funds to cover the cost of service for the Los Gatos police department. As per the new contract, these costs will increase in Fiscal Year 2026/2027 by 5%. In addition, the General Fund will also be transferring funds to cover a deficit fund balance in both the Loma Serena Street Lighting Fund and the Storm Drain Fund.

Potential General Fund Revenue Increases
The cost for police service has increased significantly over the years and similar increases are likely to occur in the future. The City does receive revenue from an annual parcel tax of $150 per parcel that was established in 1983. As approved, the parcel tax does not allow for an inflationary adjustment. The $150 parcel tax currently results in approximately $190,000 in revenue to the City. The cost for police services for Fiscal Year 2026/2027 will be

approximately $1.53 million. The revenue from this parcel tax accounts for about 12% of the total cost for police services.

As the City Council has discussed at previous Council meetings, and will be discussed at a Special City Council meeting on May 18, 2026, a new parcel tax measure may be necessary to continue to fund the police service costs without the use of reserve funds.

Capital Improvement Projects
In addition to the operating budget, the proposed Fiscal Year 2026/2027 budget includes the following Capital Improvement Projects (CIP):
 Green Stormwater Infrastructure (GSI) Project - As part of the Municipal Regional Stormwater Permit, which governs stormwater regulations for Monte Sereno, the City is required to provide treatment of storm water for approximately 9,000 square feet of are that is currently un-treated (i.e. impervious pavement, building roof area, etc.). Staff is working with a consultant to prepare plans to modify the roof drainage, landscaping, and pavement at City Hall to meet this requirement. Funds of $125,000 was previously set aside for this project and is included in the Fiscal Year 2026/2027 budget.

Monte Sereno was awarded a grant from the 2018 Parks Bond Act in the amount of $180,200. The original grant application was to use these funds towards the community center at the auxiliary building. However, since Council has tabled that project due to the unexpectedly high project costs, staff was able to gain approval to redirect these grant funds for this GSI project. The revenue of this grant has also been included in the Fiscal Year 2026/2027.
 Annual Pavement Management Program - The City receives several sources of revenue that are designated for road improvements. These revenues include the Gas Tax revenue from the State, Vehicle Registration Fees, Santa Clara County Measure B funds, and local construction road impact fees charged as part of building permits. The Fiscal Year 2026/2027 budget includes approximately $415,000 in revenues from these sources. The CIP project for the Pavement Management Program includes an expenditure of this same amount.

Unfunded Pension Liabilities
An Unfunded Accrued Liability (UAL) for the California Public Employees' Retirement System (CalPERS) is the difference between the pension plans obligations and the current value of its assets. This liability is calculated by CalPERS annually based on an actuarially study. The current liability is approximately $650,000. The annual payment for this liability is approximately $73,500. However, these annual payments will increase over time as additional unfunded liabilities will accumulate due to a variety of factors including the performance of the CalPERS investment portfolio, changes in actuarial assumptions, and experience changes.

As the interest rate paid to CalPERS for this liability is higher than the interest rate earned on the City’s investment portfolio, the proposed budget includes the currently required annual payment of $73,500 plus an additional payment of $150,000 towards this liability. This will

reduce the future annual payments and help to maintain the relatively low liability Monte Sereno has compared with other jurisdictions.

Status of Reserve Funds
The status of the City’s fund balance is determined with each fiscal year’s audit. The last completed audit was for Fiscal Year 2023/2024 and was accepted by the City Council on August 5, 2025, which showed a fund balance for the General Fund, the City's main operating fund, of $5,982,986. This entire amount is considered "Unassigned", which means it can be used for any governmental purpose determined by the Council and is not otherwise restricted, assigned, committed, or non-spendable. The ending City’s General Fund balance for Fiscal Year 2026/2027 is estimated at $5,342,510.

Fiscal Impact:

The fiscal impact is noted above for the proposed budget as well as for other areas that can be considered for revenue and expenditure adjustments. The final impact will be determined once the final proposed Fiscal Year 2026/2027 budget is prepared for adoption.

Public Noticing:

The City of Monte Sereno's Council meeting agenda was posted on the bulletin board outside of Monte Sereno's City Hall and the agenda with this staff report can be accessed on the City of Monte Sereno's website located at www.montesereno.org.

Attachments:

FY 2026-2027 City Manager Proposed Budget

City of Monte Sereno
City Manager Proposed Budget
Fiscal Year 2026/2027

General Fund FY24 FY25 FY26 FY27
100 Actual Actual (Draft) Adopted Budget Proposed Budget Revenue
Property Taxes 2,778,341 2,914,433 3,032,432 3,150,000
Sales Taxes 7,683 6,241 8,400 8,500
Franchise fees 470,025 406,850 435,925 492,900
Real Property transfer tax 77,906 126,430 80,700 102,000 License and Permits 714,874 1,011,189 827,100 957,410
Fines and penalties 7,412 0 1400 3,300
Investment earnings 219,724 206,263 190,000 190,000
Intergovernmental /other agencies 7,096 3,148 180,171 180,200 Other revenue 283,339 55,148 14,600 14,000
Total revenue 4,566,400 4,729,702 4,796,928 5,098,310
Expenditures
Non-Departmental (3,104,779) (835,550)
City Council (36,600) (52,000)
Youth Commission (3,100) (3,100)
City Manager (87,500) (332,150)
City Attorney (187,000) (175,000)
Administrative 0 (319,550)
Information Technology 0 (85,450)
City Clerk (7,300) (294,200)
Finance (32,300) (292,100)
Human Resources 0 (25,000)
Planning (35,000) (207,850)
Building Permitting 0 (425,250)
Code Enforcement 0 (97,850)
City Engineer and Public Works (90,850) (426,750)
Public Safety/Emergency Services (15,000) (55,000)
City Hall Operations (29,000) (72,100)
Total Expenditures (3,555,152) (3,995,118) (3,628,429) (3,698,900) Transfers In 0 0 0 0
Transfers Out (305,198) (900,000) (1,448,369) (1,594,600) Net change in Fund Balance 706,050 (165,416) (279,870) (195,190) Beginning Fund Balance 5,276,936 5,982,986 5,817,570 5,537,700 Ending Fund Balance 5,982,986 5,817,570 5,537,700 5,342,510

City of Monte Sereno
City Manager Proposed Budget
Fiscal Year 2026/2027

Law Enforcement Fund FY24 FY25 FY26 FY27
200 Actual Actual (Draft) Adopted Budget Proposed Budget Revenue
Property taxes 188,023 189,337 191,400 191,400
Intragovernmental/other agencies 186,159 194,664 100,000 100,000 Total Revenues 374,182 384,001 291,400 291,400
Expenditures
Non-departmental (82,940) 0 0 0
City Council 0 0 (60,500) 0
Police Services 0 0 (1,558,319) (1,637,100)
Public Safety (1,315,732) (1,235,514) 0
Total Expenditures (1,398,672) (1,235,514) (1,618,819) (1,637,100) Transfers In 822,185 900,000 1,327,419 1,345,700
Transfers Out 0 0 0 0
Net change in Fund Balance (202,305) 48,487 0 0
Beginning Fund Balance 168,464 (33,841) 14,646 14,646
Ending Fund Balance (33,841) 14,646 14,646 14,646

City of Monte Sereno
City Manager Proposed Budget
Fiscal Year 2026/2027

Public Safety Fund FY24 FY25 FY26 FY27
205 Actual Actual (Draft) Adopted Budget Proposed Budget Revenue
Fines and Penalties 2,841
Other revenue 0 262,576 2,100 1,600
Total Revenues 0 265,417 2,100 1,600
Expenditures
General Government 0 (40,982) 0 0
Non-departmental 0 0 (78,500) (70,000)
Public Safety 0 (34,831) (650) (60,900)
Total Expenditures 0 (75,813) (79,150) (130,900)
Transfers In 0 0 77,050 129,300
Transfers Out 0 0 0 0
Net change in Fund Balance 0 189,604 0 0
Beginning Fund Balance 0 0 189,604 189,604
Ending Fund Balance 0 189,604 189,604 189,604

City of Monte Sereno
City Manager Proposed Budget
Fiscal Year 2026/2027

Roadway and Streets Fund FY24 FY25 FY26 FY27
210 Actual Actual (Draft) Adopted Budget Proposed Budget Revenue
Gas Tax 179,589 201,170 316,230 320,200
Investment Earnings 6,870 7,460 0 0
Intragovernmental/other agencies 0 5,648 0 0
Other revenue 0 120,565 87,000 95,000
Total Revenues 186,459 334,843 403,230 415,200
Expenditures
Non-departmental (2,926) (418,567) (12,600) 0
City Engineer and Public Works (175,314) (3,666) 0
Public Safety 0 0 (403,230) (415,200)
Total Ex (178,240) (422,233) (415,830) (415,200)
Operating Transfers In 0 0 12,600 0
Operating Transfer Out (364,756) 0 0 0
Net change in Fund Balance (356,537) (87,390) 0 0
Beginning Fund Balance 502,677 146,140 58,750 58,750
Ending Fund Balance 146,140 58,750 58,750 58,750

City of Monte Sereno
City Manager Proposed Budget
Fiscal Year 2026/2027

Storm Drain Fund FY24 FY25 FY26 FY27
220 Actual Actual (Draft) Adopted Budget Proposed Budget Revenues
License and Permits 0 0 21,200 0
Other revenue 14,166 9,168 0 0
Total Revenues 14,166 9,168 21,200 0
Expenditures
Non-departmental 0 0 (15,000) (14,650)
City Engineer/Public Works (11,940) (11,940) (35,000) (52,500) Total Expenditures (11,940) (11,940) (50,000) (67,150)
Operating Transfers In 0 0 28,800 50,000
Operating Transfers Out (71,750) 0 0 0
Net change in Fund Balance (69,524) (2,772) 0 (17,150)
Beginning Fund Balance 90,524 21,000 18,228 18,228
Ending Fund Balance 21,000 18,228 18,228 1,078

City of Monte Sereno
City Manager Proposed Budget
Fiscal Year 2026/2027

Loma Serena Street Light Fund FY24 FY25 FY26 FY27
230 Actual Actual (Draft) Adopted Budget Proposed Budget Revenues
Property taxes 2,409 2,816 0 750
Total Revenues 2,409 2,816 0 750
Expenditures
Public Safety
City Engineer/Public Works (2,474) (1,581) (2,500) (2,350) Total Expenditures (2,474) (1,581) (2,500) (2,350)
Operating Transfers In 0 0 2,500 69,600
Operating Transfers Out (81,093) 0 0 0
Net change in Fund Balance (81,158) 1,235 0 68,000
Beginning Fund Balance 12,256 (68,902) (67,667) (67,667) Ending Fund Balance (68,902) (67,667) (67,667) 333

Monte Sereno City Council
2026 Tentative Council Meeting Calendar
Updated: May 14, 2026

Council Meeting
Date
Agenda Item Staff Public
Hearing?
Agenda
Category
January 6, 2026 West Valley Recycles Presentation N Presentation Finance Reports DP N Consent Calendar
Meeting Minutes GGL N Consent Calendar
Accept the Annual Approval and Signing of the City Council Code of Ethics GGL N Consent Calendar Supplemental Law Enforcement Service Fund (SLESF) GGL N Consent Calendar Revisions to City of Monte Sereno Council Ad-Hoc Committees DP N New Business Discuss Selection of Meeting Date for Strategic Goal Setting DP N New Business Consideration to Authorize the City Manager to Execute an Agreement with CliffordMoss, LLC for Consulting Services for a Potential Police Services Parcel Tax Including Public Opinion Polling, Public Outreach, and a Prop 218 Compliant Ballot Measure for an amount not to exceed $84,850 Plus a 10% Contingency for Program Costs.

DP N New Business
January 20, 2026 Presentation of Certificates of Recognition to 2025 STEM Winners from the City of Monte Sereno
GGL N Presentation
Finance Reports DP N Consent Calendar
Meeting Minutes GGL N Consent Calendar
Authorize the City Manager to Establish Automated Payments for City Hall Utility Bills
DP N Consent Calendar
Consider Establishment of an Appointment to the Monte Sereno City Council Financial Implementation Support and Audit Support Ad Hoc Committee DP N Consent Calendar
Application 2025-3089 for a Variance application for reduced rear yard setback of 25 feet where 30 feet is required at 18113 Bancroft Avenue. (CEQA: Exempt, Guidelines sections 15302, 15303)
DP Y Public Hearing
City Manager’s Quarterly Report DP N New Business
Consideration and Appointment to Fill One Alternate Representative Vacancy on the Silicon Valley Clean Energy Authority Board
GGL N New Business
February 3, 2026 Los Gatos Monte Sereno Police Department Semi-Annual Report Police N Presentation Finance Reports DP N Consent Calendar
Meeting Minutes GGL N Consent Calendar

Monte Sereno City Council
2026 Tentative Council Meeting Calendar
Updated: May 14, 2026

Council Meeting
Date
Agenda Item Staff Public
Hearing?
Agenda
Category
February 17, 2026 Finance Reports DP N Consent Calendar Meeting Minutes GGL N Consent Calendar
Hold Public Hearing and Adopt a Reso Overruling Objections and Determining to Proceed with Weed Abatement
GGL Y Public Hearing
Discuss Hosting a City Picnic and Consider a Budget for the City Picnic GGL N New Business Discussion and Consideration of a City of Monte Sereno Community Grants Deadline, Selection Dates, and Budget Amount
DP N New Business
Discuss a Potential City Council Ad Hoc Committee to Analyze Existing City Hall Property
DP N New Business
Discuss the Creation of Leadership Monte Sereno DP N New Business March 3, 2026 Santa Clara County Fire Department Semi-Annual Public Safety Report Fire N Presentation Finance Reports DP N Consent Calendar
Meeting Minutes GGL N Consent Calendar
Adopt a Resolution to Authorize the City Manager to Accept or Not Accept Applications for Annexation to the City of Monte Sereno DP N Consent Calendar
Adopt a Resolution to Extend the Memorandum of Understanding with the Monte Sereno Association of City Employees for One Year with an Expiration Date of June 30, 2027
DP N Consent Calendar
Discuss the Creation of Leadership Monte Sereno DP N New Business Council Goal Setting Session for Fiscal Year 2026-2027 DP N New Business Accept the Resignation of Council Member Mekechuk as Primary Director of the Santa Clara County VTA Policy Advisory Board and Appoint a New Primary Director
DP N New Business
March 17, 2026 Finance Reports DP N Consent Calendar
Meeting Minutes GGL N Consent Calendar
2025 Housing Element Annual Progress Report DP N Consent Calendar Adoption of 2026-2027 City Council Goals DP N Consent Calendar Establishment of a City Council Ad Hoc Committee to Analyze Existing City Hall Facilities and Needs
DP N Consent Calendar
Discussion and Consideration of a City of Monte Sereno Community Grants DP N Unfinished Business

Monte Sereno City Council
2026 Tentative Council Meeting Calendar
Updated: May 14, 2026

Council Meeting
Date
Agenda Item Staff Public
Hearing?
Agenda
Category
April 7, 2026 Finance Reports DP N Consent Calendar
Meeting Minutes GGL N Consent Calendar
Review potential SB10 Multifamily Zoning Overlay DP Y Public Hearing Appointment to Fill One Vacancy on the Monte Sereno Site and Architectural Commission for an Unexpired Term Ending December 31, 2027 GGL N New Business
April 21, 2026 Meeting Cancelled
May 5, 2026
Special Meeting
General Plan Update Study Session DP N Unfinished
Business
May 5, 2026 Finance Reports DP N Consent Calendar
Meeting Minutes GGL N Consent Calendar
Adoption of Ordinance No. NS-247, an Ordinance of the City Council of the City of Monte Sereno Amending Title 10, Chapter 10.05 by Amending Section

10.05.010 (Zoning District Designations) and Adding Section 10.05.044 (MultiFamily Residential Overlay Zone) and Chapter 10.06 by Amending Section

10.06.140 (Accessory Dwelling Units; Junior Accessory Dwelling Units; Standards And Requirements) and Chapter 10.08 by Amending Section 10.08.040 (Site Development Permit Required) and by Amending Section 10.08.050 (Permit Process); and Chapter 10.11 (Amendments, Annexations and Enforcement) By adding Section 10.11.016 (Multi-Family Overlay District Amendment Process).

DP N Consent Calendar
Authorize the City Manager to Execute the Second Amendment to the Agreement with the County of Santa Clara for the Countywide Household Hazardous Waste Collection Program.

DP N Consent Calendar
Application 2024-3066 for a Site Development Permit for a new approximately 4,915 square foot two-story house, a Tree Removal Permit to remove one tree, and a Variance for reduced front, side, and rear yard setbacks at 18571 Withey Road.

DP Y Public Hearing
Application 2026-3001 for a Variance for a detached Accessory Dwelling Unit DP Y Public Hearing

Monte Sereno City Council
2026 Tentative Council Meeting Calendar
Updated: May 14, 2026

Council Meeting
Date
Agenda Item Staff Public
Hearing?
Agenda
Category
(ADU) in the front yard that is 992 square feet in floor area where a maximum of 800 square feet in floor area is allowed at 15391 Winchester Boulevard.

City Manager’s Quarterly Report DP N New Business
Receive the report and provide feedback on the West Valley Homeless Services Feasibility Study and adopt a Resolution of Intent to support participation in a West Valley Homeless Services Implementation Task Force DP N New Business
May 19, 2026 Finance Reports DP N Consent Calendar
Meeting Minutes GGL N Consent Calendar
Adoption of a Resolution Declaring Hazardous Vegetation (Brush) a Public Nuisance and Set Public Hearing (SCCF)
GGL N Consent Calendar
Consideration to Authorize the City Manager to Execute a Professional Services Agreement with The Pun Group for Annual Financial Audit Services for Fiscal Year 2025/2026.

DP N Consent Calendar
First Study Session for Review of Proposed FY 26/27 Budget DP N New Business Discuss Monte Sereno Residents Participation in Leadership Los Gatos and Provide Direction for Next Year’
DP N New Business
June 2, 2026 VTA Local Investment Plan Presentation VTA N Presentation Finance Reports DP N Consent Calendar
Meeting Minutes GGL N Consent Calendar
Annual Street Maintenance - Adoption of Projects FY 26/27 DP N Consent Calendar Updated Fee Schedule for User and Regulatory Fees DP N Consent Calendar Adoption of a Resolution Setting Appropriations Limit for Fiscal Year 2026-27 DP N Consent Calendar Appointment of 2026-2027 Youth Commissioners GGL N New Business Discussion of Japan Friendship City DP N New Business
June 16, 2026 San Jose Water Presentation by John Tang Water N Presentation Finance Reports DP N Consent Calendar
Meeting Minutes GGL N Consent Calendar
Adoption of Resolution Establishing and Fixing the Amount of Special Real Property Tax Levy for Police Protection Purposes for the Fiscal Year 2026-2027 GGL N Consent Calendar

Monte Sereno City Council
2026 Tentative Council Meeting Calendar
Updated: May 14, 2026

Council Meeting
Date
Agenda Item Staff Public
Hearing?
Agenda
Category
Adopt a Resolution Overruling Protest Regarding Brush Abatement GGL Y Public Hearing Adoption of the FY 26/27 Budget DP N Unfinished
Business
Appointment of a member to the 2026-2028 VAT BPAC GGL N New Business July 7, 2026
July 21, 2026
Meetings Cancelled
August 4, 2026 Finance Reports DP N Consent Calendar
Meeting Minutes GGL N Consent Calendar
Adopt a Resolution Confirming a Weed Abatement Report and Assessment List to be Entered on the Tax Assessment Roll
GGL Y Public Hearing
Consideration of Nominees Citizen of the Year Award GGL N New Business League of California Cities Annual Conference Voting Delegate GGL N New Business City Manager’s Quarterly Report DP N New Business
Adoption of Updated General Plan DP N New Business
August 18, 2026 Finance Reports DP N Consent Calendar
Meeting Minutes GGL N Consent Calendar
FY 25/26 Pavement Improvement Project Acceptance DP N Consent Calendar September 1, 2026 Los Gatos Monte Sereno Police Department Semi-Annual Report Police N Presentation Finance Reports Warrant list DP N Consent Calendar
Meeting Minutes GGL N Consent Calendar
September 15, 2026 Finance Reports DP N Consent Calendar Meeting Minutes GGL N Consent Calendar

Monte Sereno City Council
2026 Tentative Council Meeting Calendar
Updated: May 14, 2026

Council Meeting
Date
Agenda Item Staff Public
Hearing?
Agenda
Category
October 6, 2026 Santa Clara County Fire Department Semi-Annual Public Safety Report Fire N Presentation Finance Reports DP N Consent Calendar
Meeting Minutes GGL N Consent Calendar
October 20, 2026
Finance Reports DP N Consent Calendar
Meeting Minutes GGL N Consent Calendar
City Manager’s Quarterly Report DP N New Business
November 3, 2026 Finance Reports DP N Consent Calendar
Meeting Minutes GGL N Consent Calendar
November 17, 2026 Finance Reports DP N Consent Calendar Meeting Minutes GGL N Consent Calendar
December 1, 2026 Youth Commission Report GGL N Presentation Finance Reports Warrant list N Consent Calendar
Meeting Minutes GGL N Consent Calendar
Better Street Commission & S&A Applicants GGL N New Business Council Nomination of Mayor and Vice Mayor DP N New Business December 15, 2026 Finance Reports DP N Consent Calendar Meeting Minutes GGL N Consent Calendar
Declaring Weeds a Public Nuisance GGL N Consent Calendar Consider and Set City Council Meeting Dates for 2027 GGL N New Business Recognition of Outgoing Betters Streets Commissioners and Site and Architectural Commissioners
DP N New Business
Consider and Approve City Committee/Commission Assignments for CY2027 DP N New Business Supplemental Law Enforcement Service Fund (SLESF) DP N New Business

Monte Sereno City Council
2026 Tentative Council Meeting Calendar
Updated: May 14, 2026

Council Meeting
Date
Agenda Item Staff Public
Hearing?
Agenda
Category