National City City Council
June 6, 2023

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-

RESOLUTION NO. 2023 -

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY , CALIFORNIA,

AUTHORIZING THE CITY MANAGER TO ENTER INTO AN AGREEMENT BETWEEN THE

CITY OF NATIONAL CITY AND INVICTA SECURITY CA CORPORATION DBA ALLSTATE SECURITY IN THE NOT-TO-EXCEED AMOUNT OF $75,000 FOR THE P URPOSES OF

PROVIDING SECURITY GUARD SERVICE AT THE NATIONAL CITY PUBLIC LIBRARY FROM JULY 1, 2023 TO JUNE 30, 2024.

WHEREAS, Allstate Security Services entered into an Agreement with the City of National City on June 18, 2019 to provide security guard service to the Library for a period of 12 months, from July 1, 2019 to June 30, 2020, for the not-to-exceed amount of $40,000; and WHEREAS, the Agreement allowed for up to four extensions of the Agreement for four additional one-year terms and such extensions are contingent upon mutual agreement between the Parties; and
WHEREAS, the owner of Allstate Security is now Invicta Security CA Corporation; and WHEREAS, the Parties desire to enter into an Agreement for a term of one year, expiring June 30, 2024, for the not-to-exceed amount of $75,000 for the period of 12 months corresponding with the City’s Fiscal Year and authorizing the City Manager to execute up to four (4) one -year extensions for the annual not-to-exceed amount of $75,000.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:

Section 1: That the City Council hereby authorizes the City Manager to execute an Agreement between the City of National City and Invicta Security CA Corporation, attached to the staff report as Exhibit 1, in the not-to-exceed amount of $75,000 for the p urposes of providing security guard service at the National City Public Library from July 1, 2023 to June 30, 2024.

Section 2: That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original Resolutions.

PASSED and ADOPTED this 6th day of June, 2023.

Ron Morrison, Mayor
ATTEST:

Shelley Chapel, MMC
City Clerk
APPROVED AS TO FORM:

Barry J. Schultz, City Attorney

AGENDA REPORT

Department: City Manager's Office
Prepared by: Pedro Garcia, Economic Development Manager Meeting Date: Tuesday, June 6, 2023
Approved by: Armando Vergara, Acting City Manager

SUBJECT:

Approval of the First Amendment to an Agreement between the City and SCI Consulting Group providing cannabis related management and monitoring services.

RECOMMENDATION:

Adopt a Resolution Entitled, “Resolution of the City Council of the City of National City, California, Approving the First Amendment to an Agreement Between the City of National City and SCI Consulting Group for Cannabis Related Management and Monitoring Services for a Not -to- Exceed Amount of $60,000.”

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

Not Applicable.

EXPLANATION:

The City engages third -party cannabis consulting services for support through the cannabis regulatory development and application process. On October 5, 2021, the City executed an agreement with SCI Consulting Group to provide the City Manager with a range of consulting services (Exhibit C) related to commercial cannabis management services in a not -to-exceed amount of $15,000.

The City continues to embark on continuous cannabis work related to the cannabis application process, development agreements, and administrative matters pertaining to the City’s cannabis program. This amendment will increase the not -to-exceed amount by $45,000 bringing the total to a not -to-exceed amount of $60,000, which will allow SCI Consulting Group to continue their services i n supporting the City’s cannabis program during the completion of our cannabis application process, and through the duration of their original term, that ends October 5, 2024

FINANCIAL STATEMENT:

Sufficient funds exist in the Non -Departmental Professional Services account 001 -409-00-213- 0000.

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Not Applicable

ENVIRONMENTAL REVIEW:

This is not a project under CEQA and is therefore not subject to environmental review.CCR15378; PRC 21065.

PUBLIC NOTIFICATION:

Agenda Report posted within 72 hours of meeting date and time in accordance with Brown Act.

ORDINANCE:

Not Applicable

EXHIBITS:

Exhibit A – SCI First Amendment Resolution
Exhibit B – SCI First Amendment Contract
Exhibit C – SCI Consulting Group’s Original Scope of Work

RESOLUTION NO. 2023 -

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY ,

CALIFORNIA, APPROVING THE FIRST AMENDMENT TO AN AGREEMENT

BETWEEN THE CITY OF NATIONAL CITY AND SCI CONSULTING GROUP FOR

CANNABIS RELATED MANAGEMENT AND MONITORING SERVICES FOR A NOT TO EXCEED AMOUNT OF $60,000

WHEREAS, the City of National City (“City”) engages outside cannabis consulting services; and
WHEREAS, on October 5, 2021, the City executed an agreement with SCI Consulting Group to provide the City Man ager cannabis related management and monitoring services; and
WHEREAS, this amendment will allow SCI Consulting Group to continue to perform work for the City during the cannabis application process and administrative services; and
WHEREAS, City staff recommends City Council’s approval on the first amendment to an agreement between the City of National City and SCI Consulting Group California Chapter S Corporation for cannabis related management and monitoring services for the not-to-exceed amount of $60,000; and

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,

CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:

Section 1: That the City Council hereby approves the first amendment to an agreement between the City of Natio nal City and SCI Consulting Group for cannabis related management and monitoring services for the not -to-exceed amount of $60,000 and further agree that, with foregoing exceptions, each and every other term and provision of the October 5, 2021 Agreement shall remain in full force and effect.

Section 2: That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original Resolutions.

PASSED and ADOPTED this 6th day of June, 2023.

Ron Morrison, Mayor
ATTEST:

Shelley Chapel, MMC, City Clerk

APPROVED AS TO FORM:

Barry J. Schultz, City Attorney

Amended Agreement Page 1 of 2 C ity of National City and SCI Consulting Group

AMENDMENT TO THE AGREEMENT

BY AND BETWEEN

THE CITY OF NATIONAL CITY
AND

SCI CONSULTING GROUP
THIS 1ST AMENDMENT TO THE AGREEMENT is entered into this 6th day of June, 20 23, by and between the CITY OF NATIONAL CITY, a municipal corporation (“CITY”), and SCI CONSULTING GROUP OF FAIRFIELD, CALIFORNIA, INC., a California Chapter S corporation (the “CONTRACTOR”).

RE
CITALS
W
HEREAS, the CITY and the CONTRACTOR entered into an Agreement on October 5, 2021 (“the Agreement”), wherein the duration of the term is for the period of October 5, 2021 through October 5, 2024; and
W
HEREAS, the parties desire to amend the Agreement to cover the continued cannabis related management and monitoring services from the amount of $15,000 to a not-to-exceed amount of $60,000.

A

GREEMENT
NOW, THEREFORE, the parties hereto agree that:

1. The October 5, 2021 Agreement is hereby amended to cover the cost of the increased scope of services from original contract amount of $ 15,000 by an not to- exceed increased amount of
$45,000, for a total not-to-exceed amount of $60,000.

2. The parties further agree that, with the foregoing exceptions, each and every other term and provision of the October 5, 2021 Agreement shall remain in full force and effect.

I
N WITNESS WHEREOF, the parties hereto have executed this 1st Amendment to the Agreement on the date and year first above written.

Amended Agreement Page 2 of 2 City of National City and SCI Consulting Group

CITY OF NATIONAL CITY
By:
___
_______________________
Armando Vergara, Acting City
Manager
APPRO
VED AS TO FORM:

By:
___
_________________________
Barry J. Schultz,
City Attorney

SCI CONSULTING GROUP
(Corporation – signatures of two
corporate officers required)
(Partnership or Sole proprietorship –
one signature)
By:
______________________________
(
Name)
______________________________
(P
rint)
______________________________
(T
itle)
By:
______________________________
(
Name)
______________________________
(P
rint)
______________________________
(T
itle)
John W. Bliss
President
John W. Bliss
President

September 15, 2021
Brad Raulston
City Manager
City of National City
1243 National City Boulevard
National City, CA 91950

Re: City of National City Proposal for Commercial Cannabis Management Services

Brad:

SCIConsultingGroup (“SCI”) and our team members are pleased to submit this proposal in response to the City of National City’s (“City”) request for cannabis-related management and monitoring services. The SCI Team proposes to provide the complete suite of services necessary for the successful management and oversight of the City’s local cannabis program, as fully described in our Scope of Work:

I. Cost Recovery Analysis
II. Application Process Development
III. Application Review
IV. Background Checks
V. Compliance Inspections and Financial Audits
VI. Technical Assistance

The SCI Team is one of California’s top local cannabis policy consulting firms. We believe our expert knowledge of the local California cannabis industry, including social equity, coupled with our broad experience providing municipalities with regulation, implementation, and administration consulting services, will serve the City well.

We look forward to the opportunity to assist the City with this important project. If you have any questions or require additional information, please do not hesitate to contact me. I can be reached at (707) 430- 4300 or via email at john.bliss@sci-cg
.com.

Sincerely,

John Bliss, P.E.

President
Attachment 2

_____________________________________________________________________________________________ CITY OF NATIONAL CITY PAGE 2 OF 12

PROPOSAL FOR COMMERCIAL CANNABIS MANAGEMENT SERVICES
BY SCIConsultingGroup, September 2021

QUALIFICATIONS AND EXPERIENCE

SCI is a public finance and urban economic consulting firm with over 35 years of expertise in assisting public agencies in California with developing policy, and planning, justifying, and successfully establishing new revenues for their service and capital improvement needs and objectives and managing special levies.

SCI provides cannabis-related advice and broad consulting services to a variety of public agencies in California, including community support analysis, ordinance development, fee studies, taxation, implementation, application process development, application review and scoring, monitoring and compliance, business tax auditing, community outreach and engagement, and social equity consulting.

We were perhaps the very first consulting firm to provide a full suite of local cannabis policy implementation services to California municipalities and developed the “ 6 Key Elements of Cannabis Implementation” approach that is the standard today:

1. Community Research and Outreach (Meetings & Surveys)

2. Health and Safety & Land Use Regulations (Ordinance(s))

3. Full Cost Recovery (Regulatory Fees)

4. Revenue (Taxation Ballot Measures)

5. Local Industry Selections (Application and Selection Process)

6. Monitoring and Compliance

And more recently, we have added, and become a State leader in:

7. S
ocial Equity (We are currently providing these services to Richmond, Palm Springs, and Stockton)

Our core philosophy and approach towards the implementation of local cannabis policy is more broadly balanced than that of our competitors. Our philosophy comes from our genesis as a solution-based engineering firm that has evolved and developed in-house expertise in public policy, community outreach, and social equity. Although our quantitative and regulatory rigor, and attention to detail, are unsurpassed, we balance this with realistic approaches to a real-world challenge, fully understanding and supporting the City’s challenging transition into a regulated and legal cannabis business arena. Hence, SCI balances enforcement of local and State code along with the need to support viable cannabis businesses and to shepherd non-compliant businesses into a safe and regulated environment.

Over the last five years, SCI has emerged as one of California’s premier local cannabis policy firms offering a full range of “one-stop-shop” services in support of the successful implementation of regulated cannabis business within a City or County. However, as we emphasized above, our approach is different that our competitors as we “balance enforcement of local and State code along with the need to support viable cannabis businesses and to shepherd non-compliant businesses into a safe and regulated environment”.

We are currently under contract to provide cannabis-related consulting services to:

C
ity of Coalinga City of Richmond
City of Colfax City of San Bernardino
City of Dunsmuir City of Shasta Lake
City of Lompoc City of Stockton
City of Merced City of West Hollywood
City of Nevada County of San Benito
Attachment 2

_____________________________________________________________________________________________ CITY OF NATIONAL CITY PAGE 3 OF 12

PROPOSAL FOR COMMERCIAL CANNABIS MANAGEMENT SERVICES
BY SCIConsultingGroup, September 2021

SCI has considerable experience providing cannabis compliance services for local municipalities in California. Beginning in 2017, SCI conducted some of the first onsite cannabis compliance inspections in the State of California for the City of Coalinga. Since then, SCI has expanded its services to the Cities of Colfax, Dunsmuir, Merced, San Bernardino, San Carlos, Shasta Lake and Woodlake. To date, SCI has conducted over 300 on-site compliance inspections for various cannabis businesses including cultivation, distribution, manufacturing, and retail.

Additionally, SCI has broad experience with cannabis application process development and the review and evaluation of applications for local municipalities in California. Most notably in 2018, SCI served as one of the five panelists selected to independently review and score over 300 retail permit applications for the City of West Hollywood. In a three month period, SCI reviewed over 20,000 pages and individually scored each application. SCI’s services helped create an exciting future for commercial cannabis in West Hollywood, where permits were awarded to 36 exciting business concepts that industry experts agree will together form the world’s premier cannabis retail experience. SCI currently provides application review and evaluation services to the Cities of Colfax, Dunsmuir, Nevada, Lompoc, San Bernardino, San Carlos, and the County of San Benito.

The Pun Group LLP, Certified Public Accountants, and Business Advisors, founded in 2012, is a limited liability partnership. We are a full-service accounting firm comprised of forty (40) professionals providing auditing, accounting, and advisory services to our clients. Our Governmental Division consists of thirty-five (35) full-time individuals.

The Firm has no part-time employees. The Firm’s headquarters located in Orange County, California, with four branches in San Diego (California), Walnut Creek (California), Las Vegas (Nevada), and Phoenix (Arizona).

The combination of our hands-on experience and practical knowledge exercised by our audit professionals makes the Firm unique in our field. Our technical expertise and thorough understanding of current regulations and issues—along with the Firm’s commitment to hard work, integrity, and teamwork on every engagement—enable us to help our clients succeed.

Our Partners’ Group—which includes Kenneth H. Pun, Coley Delaney, Frances J. Kuo, Kenneth A. Macias, Vanessa I. Burke, John F. Georger, Jr., Gary M. Caporicci, and Heidy K. Chow—provide auditing, accounting, and advisory services to numerous governmental entities throughout the United States. With more than two hundred (200) years of combined experience in the industry, we have become a trusted business partner and are well-respected as leaders in the industry in one of the fastest-growing firms.

With nearly 100 government and not-for-profit audit clients, our Partners have a real passion for the industry and believe we are unmatched regarding our municipal experience.

T
he Pun Group LLP is an independent member of Allinial Global, an association of over 100 independent accounting and consulting firms. Based in North America, Allinial Global offers international support by connecting its member firms to providers and global networks of accounting firms worldwide.

In 2018, The Pun Group teamed up with a Canadian Certified Public Accounting Firm to provide professional auditing services to a Los Angeles base Cannabis business (Cultivator and Distributor) to assist them in their Initial Public Offering (IPO) process. Furthermore, the Pun Group was hired by the Cities of Stockton and San Bernardino to conduct annual audits of commercial cannabis businesses.

Attachment 2

_____________________________________________________________________________________________ CITY OF NATIONAL CITY PAGE 4 OF 12

PROPOSAL FOR COMMERCIAL CANNABIS MANAGEMENT SERVICES
BY SCIConsultingGroup, September 2021

PROJECT PERSONNEL

JOHN BLISS M.ENG., P.E., PRESIDENT John Bliss, a professional engineer and President of SCI, specializes in local cannabis policy, and special revenue consulting. He was instrumental in developing the now-standard implementation process used by most municipalities in California to implement local cannabis policy. Mr. Bliss has had a long career developing and implementing equity, diversity and inclusion policy reaching back almost 30 years to the ground-breaking implementation for the City of San Francisco public works construction employment following the Rodney King uprising in 1991. He is a graduate of Brown University with a Bachelor of Science Degree in Engineering. He holds a master’s degree in Civil Engineering from The University of California, Berkeley, where he was a Regent's Scholar. Mr. Bliss is a licensed Professional Civil Engineer in the State of California and is a LEED accredited professional.

KYLE TANKARD S ENIOR CONSULTANT - CANNABIS BUSINESS LEADER Kyle Tankard serves as the Cannabis Business Leader at SCI providing local cannabis policy expertise in California since 2016. He plays a diverse role, assisting municipalities with all aspects of local cannabis implementation, including regulatory development, taxation policy and cost recovery, cannabis compliance, application review, and cannabis-related public education, equity, and outreach. Mr. Tankard has successfully developed and implemented multiple local cannabis regulatory programs throughout the State, most notably in the Cities of Alameda, Shasta Lake and Richmond. He currently manages a portfolio of over 15 cannabis clients, providing a variety of ongoing cannabis-related services, including application review, plan checks, compliance inspections, and equity analysis and program development. He is a graduate of University of California, Santa Cruz.

ARCELIA HERRERA SENIOR CONSULTANT
Arcelia Herrera serves as a Senior Cannabis Consultant at SCI, contributing extensive experience assisting local agencies in developing cannabis policies for regulation, compliance, auditing, and economic development. Ms. Herrera has developed implementation oversight, monitoring and compliance processes f or several ethnically diverse jurisdictions in California and contributes comprehensive knowledge of implementing compliance regulations for all cannabis activities. Ms. Herrera currently leads these efforts in the Cities of Merced, Coalinga and Woodlake. She is a graduate of California State University, Monterey Bay.

CHRIS COULTER SENIOR CONSULTANT
Chris Coulter contributes experience in local cannabis policy, funding measure feasibility, data analysis, and financial analysis services f or public, private and non-profit sector organizations to the SCI team.

Mr. Coulter specializes in rate study analysis and Proposition 218 formation of benefit assessment districts, community facility districts and tax rate structures. In addition, Mr. Coulter is experienced in spatial and regional analysis, opinion research, public outreach, demographic studies and ballot measure development. Mr. Coulter is a graduate of the University of California at Berkeley with a Bachelor of Art in English Literature.

Attachment 2

_____________________________________________________________________________________________ CITY OF NATIONAL CITY PAGE 5 OF 12

PROPOSAL FOR COMMERCIAL CANNABIS MANAGEMENT SERVICES
BY SCIConsultingGroup, September 2021

KENNETH H. PUN CPA, CGMA
With over twenty years of public accounting experience in the State and Local Government sector, Mr.

Pun is the Managing Partner and an Assurance Partner at the Firm. Ken specializes in audits and management consulting for governmental organizations and has served as the Contract Deputy Finance Director for the City of San Marino in 2017. Mr. Pun also serves as the Chair of the California Society of CPAs Governmental Auditing Accounting Committee. He has been nominated for this year’s Innovative Practitioner of the Year 2020 award by AICPA’s CPA.com.

VANESSA BURKE CPA, CPFO Vanessa Burke is an Assurance and Consulting Services Partner with 30 years of experience in providing audit and advisory services to local government agencies including cities, public pension plans, community colleges, college foundations, hospitals, school districts, county offices of education, special districts, and joint powers insurance authorities. not-for-profit organizations, and federal and state agencies. Vanessa will act as the Concurring Partner and provide second partner review of significant high-risk areas, audit reports, and in resolution of significant accounting, auditing, and reporting matters.

DAVID SIRIS CPA, ENGAGEMENT MANAGER David Siris draws more than nine years of governmental accounting experience. Mr. Siris has successfully performed audits and other attestation services for several governmental and non-profit agencies.

Working as an Engagement Manager, he will assist Mr. Pun in all issues related to cannabis tax policies, fiscal analysis, compliance reviews, tax audits/assessments, and providing best practices to ensure all state and local laws are followed.

Attachment 2

_____________________________________________________________________________________________ CITY OF NATIONAL CITY PAGE 6 OF 12

PROPOSAL FOR COMMERCIAL CANNABIS MANAGEMENT SERVICES
BY SCIConsultingGroup, September 2021

REFERENCES

Some of SCI’s most current and recent similar cannabis-related services were provided to:

City of Coalinga
Cannabis Services: Implementation Planning; Community Outreach and Stakeholder Engagement; Ordinance Review; Cost Recovery Analysis; and Compliance Inspections.

Contact: Sean Brewer, Assistant City Manager [email protected] ; (559) 935-1533 Ext. 143
Start/End Dates: February 2018– Ongoing contract work

City of San Bernardino
Cannabis Services: Plan Checks; Annual Financial Audits; Annual Compliance Inspections; Background Checks; and Technical and Policy Expertise
Contact: Stephanie Sanchez, Community & Economic Development [email protected]; (909) 384-5357
Start/End Dates: December 2019 – Ongoing contract work

City of Shasta Lake
Cannabis Services: Community Outreach; Ordinance Development; Tax Measure; Application Process; Cost Recovery Analysis; and Compliance Inspections.

Contact: Jessaca Lugo, Assistant City Manger [email protected]; (530) 275-7464
Start/End Dates: January 2017 – Ongoing contract work

City of West Hollywood
Cannabis Services: Application Process; Scoring Methodology; and Application Review.

Contact: John Leonard; Community & Legislative Affairs Manager [email protected]; (323) 848-6446
Start/End Dates: June 2018 – Ongoing contract work

A full list of our cannabis clients is below:

Cities Counties

Alameda El Monte Oroville Stockton Alameda
Avalon Encinitas Palm Springs Vallejo San Benito
Coalinga La Mesa Richmond West Hollywood San Luis Obispo Colfax Livingston San Bernardino Woodlake Tuolumne
Concord Lompoc San Carlos Yreka
Davis Merced Santa Clara
Dunsmuir Nevada City Shasta Lake

Attachment 2

_____________________________________________________________________________________________ CITY OF NATIONAL CITY PAGE 7 OF 12

PROPOSAL FOR COMMERCIAL CANNABIS MANAGEMENT SERVICES
BY SCIConsultingGroup, September 2021

PROJECT SCOPE

SCI will conduct a project kick-off meeting with City staff to establish project priorities and goals, communication protocols and timelines. Further, we will gather and review all applicable information needed to perform the required tasks. SCI will be available to meet via teleconference call on a regular basis.

Cost Recovery Analysis

The goal of the cost recovery analysis is to assign responsibility to the industry participants for expenses incurred by the City for managing and regulating industry activities, ensuring full cost recovery for all the City’s cannabis-related activities. By assigning reimbursement for these costs to industry participants, the City protects the revenue generated from development agreements for all the City’s residents.

SCI will provide engineering services in developing the fees for ongoing management, administration, and monitoring and compliance of cannabis businesses in the City. The goal is to establish a reliable, robust cannabis fee structure that is supported by the community and the local cannabis industry, is Proposition 26 justifiable, and adheres to all State and local regulations.

The costs incurred for both application steps and renewal, are dictated by the process developed in application process. The costs of the annual regulatory fee are dictated by the specifics of the City’s regulatory ordinance as well as the development of the monitoring and compliance strategy.

T
he first step for developing the specific fees is to work with the City to establish administrative process flow documentation for each fee type. Next, the process flow is divided into discrete tasks within a spreadsheet, with the associated time increment required to conduct each task for each staff position type and hourly rate. Finally, these data are analyzed to ensure that all costs are covered, and a final fee rate is established.

Deliverables:
• Develop Fee Study Report
• Prepare Resolution, Staff Report, and Supporting Documentation for Council Adoption

Application Process Development
For this task, SCI will modify and finalize the City’s existing application process to provide a transparent and fair model to evaluate and score cannabis applications that emphasize community health and safety, fairness and equity, longevity and sustainability and other elements specified by the City. This task includes the modification of application forms, application procedures and guidelines, the scoring system and checklist, etc. In addition, SCI will develop an application sc oring rubric to evaluate and score applications. We will clearly detail all conditions required of the applicant in the application package. We want to ensure that as part of the application process, the applicant is completely familiar with the application process, and understands the potential time and financial investment and the regulatory process.

D
eliverables:
• Finalize application process
• Finalize application package documents and procedures Attachment 2

_____________________________________________________________________________________________ CITY OF NATIONAL CITY PAGE 8 OF 12

PROPOSAL FOR COMMERCIAL CANNABIS MANAGEMENT SERVICES
BY SCIConsultingGroup, September 2021
• Develop application scoring rubric
• Participate in cannabis workshops
Application Review
For this task, SCI will assist City staff with determining the eligibility of each application and review the applications for completeness. Applications that are determined complete will be transmitted to SCI for review.

U
pon receipt of the application documents, SCI will independently review, evaluate, and score each application based on the criteria established by the City. The Application evaluation will be completed within the review window established by the City’s application procedures.

On
ce completed, SCI will prepare a written and electronic report detailing the results of the application evaluation for each cannabis applicant. In addition, a scoring sheet with comments justifying the scores as well as the strengths and weaknesses of each application will be provided to the City.

D
eliverables:
• Application review and scoring
• P rovide a scoring spreadsheet for each application detailing the results of application evaluation
Background Checks
SC
I will conduct background checks for every applicant (including owners and other representatives of the applicant) and every person to be employed at a cannabis facility. The background check is intended to supplement State-required Live Scan fingerprint check.

Compliance Inspections and Financial Audits
Compliance Inspections
The SCI Team provides comprehensive pre-operating compliance reviews of cannabis businesses and onsite compliance inspections of facilities and operations, including documentation and reporting of the various cannabis licensee entities for multiple municipalities throughout California. For this task, SCI will provide comprehensive onsite facility inspections for each commercial cannabis business and report to the City the results of inspections relative to the City’s local regulations and ordinances, conditions of approval, staff-directed priorities and preferences, and State law. SCI’s monitoring and compliance efforts will satisfy the most rigorous requirements and at the same time, provide a successful platform for the cannabis businesses.

In c
ollaboration with the City, SCI will prepare an inspection checklist for each cannabis activity. Prior to conducting each inspection, SCI will prepare notification to the businesses to schedule inspections.

Following the inspection, SCI will provide the City with a written report detailing the results of the compliance inspection including photo documentation of any violations. SCI will provide f ollow-up support to the City and cannabis businesses to provide recommendations to address and correct any deficiencies.

Attachment 2

_____________________________________________________________________________________________ CITY OF NATIONAL CITY PAGE 9 OF 12

PROPOSAL FOR COMMERCIAL CANNABIS MANAGEMENT SERVICES
BY SCIConsultingGroup, September 2021

Among the elements and activities SCI will monitor are as follows:

• Product: Inventory management, seed-to-sale tracking, packaging and labeling verification, product testing protocols, etc.
• Record Retention: Review and confirm employee records, business records, tax information records, transportation manifests, video surveillance retention, equipment certifications, training programs and safety programs.
• Security and Surveillance: Verify video surveillance equipment, camera placement, alarm systems, locks, facility access control, security guards, occupational badges, and other security and safety processes.
• Facility Compliance: Verify facility’s operational compliance including waste management, odor control, pesticide and solvent storage, signage, cash handling procedures, product shipment and receival procedures, etc.

Optional: Compliance Inspection Staff Training Workshop SCI will plan, coordinate, and host an interactive monitoring compliance training workshop for City staff with the goal of training and preparing staff to conduct inspections for commercial cannabis businesses.

SCI has conducted over 300 on-site compliance inspections for various cannabis businesses and will incorporate lessons learned and industry best practices.

Financial Audits Led by Pun Group
The SCI Team, led by the Pun Group for this task, will provide comprehensive annual auditing of cannabis businesses, including documentation and reporting, in order to ensure that the City receives full payment of Cannabis Public Benefit Amounts, and ensuring compliance with applicable laws.

We will perform the following steps to deliver the services requested by the City:

Cannabis Business
Gross Receipts and
Square Footage
Taxes

• Evaluate consistency between gross receipts and other information reported on financial statements to what was reported to the California Department of Tax and Fee Administration for sales and use tax, cannabis excise tax, and/or cultivation tax.
• Evaluate consistency between gross receipts reported on financial statements to gross receipts reported to the City.
• Verify cultivation canopy as compared to maximum canopy reported on the business license application. Cultivation canopy is measured by the aggregate area of Cannabis or Hemp plants on the premises, including the area occupied by vertically and horizontally stacked canopies, in compliance with City’s Code. This will be calculated by measuring the distance of all cultivation canopy in square feet.

Collection and Audit
of any Cannabis Tax

• Ensure each cannabis facility is complying with applicable portions of the City’s Code and is submitting the true amount of gross receipts and tax. • Review business license tax returns submitted by the business and collected by the City and compare to each business’s records for the time period identified by the City to determine accuracy and timeliness of gross receipts returns filed with the City.
• Trace and verify the gross receipts reported on the quarterly gross receipts returns prepared by the business to gross receipts recorded in the business’s Attachment 2

_____________________________________________________________________________________________ CITY OF NATIONAL CITY PAGE 10 OF 12

PROPOSAL FOR COMMERCIAL CANNABIS MANAGEMENT SERVICES
BY SCIConsultingGroup, September 2021

Collection and Audit
of any Cannabis Tax
(Continued)
accounting records to verify that these were in accordance with the City’s regulations.
• Verify compliance with City’s Code.
• Verify reasonableness of reported revenues of the cannabis businesses by performing additional procedures necessary to reach a conclusion. • Following the completion of a business license tax audit of each cannabis facility, we will issue all reports to the City in accordance with applicable standards from generally accepted auditing standards (GAAS). • The report for each cannabis business license tax audit will include the following information:
• The overall conclusion of whether or not the cannabis business paid all required business license taxes and fees for the time period specified. • Any exceptions, errors, or areas of noncompliance were identified as a result of the procedures performed. This includes any significant deficiency in the design or operation of the internal control structure, including but not limited to the following areas: cash handling, inventory control, point of sale systems, and any other areas that the auditor deems necessary for purposes of accurately reporting business license taxes due to the City. • Express an opinion regarding the taxes remitted to the City by the cannabis business, or state that an opinion cannot be expressed in the auditor’s report.

If the Firm concludes, it cannot express an overall opinion. The engagement team will state the reasons, therefore, in the auditor’s report. • E xamine records and documentation that demonstrates that all cannabis goods have been obtained from, and are provided to, other licensed cannabis businesses and that details all the revenues and expenses, and assets and liabilities of the business.
• Examine books of account, invoices, copies of orders and sales, shipping instructions, bills of lading, weigh bills, bank statements including canceled checks and deposit slips, and all other records necessary to show all transactions of the cannabis business.

State Rule Making
Interpretation and
Implementation
• Check for compliance with the latest officially approved state regulations for cannabis businesses across the supply chain. Licensees are required to comply with all rules and regulations pertaining to their license type, as well as follow all other applicable state laws.

Deliverables:
• Develop standard inspection checklist for each cannabis activity. • Onsite compliance inspections with written reports and follow up support. • Annual Financial Audits
• Optional: Monitoring and Compliance Staff Training Workshop

Ongoing Technical Support and Policy Expertise
SCI will provide the City with ongoing technical and cannabis policy expertise. The SCI team will monitor the evolving State regulations and provide policy updates and industry best practices to the City and cannabis businesses to ensure continued compliance with State and local law.

Attachment 2

_____________________________________________________________________________________________ CITY OF NATIONAL CITY PAGE 11 OF 12

PROPOSAL FOR COMMERCIAL CANNABIS MANAGEMENT SERVICES
BY SCIConsultingGroup, September 2021

FEE PROPOSAL

In consideration for the work accomplished, as outlined in this cost proposal, the SCI Team shall be compensated as detailed below:

Work Plan Fee
Phase 1:

Cost Recovery Analysis $ 7,500 (billed at hourly rates) Application Process Development $ 2,500 (billed at hourly rates) Cannabis Workshops $ 5,000 (up to two meetings)
Phase 2:

Background Checks $ 350 (per check)
Application Review TBD*
Compliance Inspections $ 2,000 (per inspection)
Optional: Compliance Training Workshop $ 2,500 (per meeting) Annual Audit $ 6,000 (per audit)
Ongoing Technical Support & Policy Expertise No additional charge

(*All costs associated with the application review will be established by the Cost Recovery Analysis and to be fully reimbursed to City through regulatory fees)

SCI Staff Hourly Rate
John Bliss, President $ 280
Kyle Tankard, Cannabis Services Group Leader $ 2 80
Arcelia, Senior Cannabis Consultant $ 280
Chris Coulter, Senior Cannabis Consultant $ 280
Support Staff $ 70

The Pun Group Staff Hourly Rate
Ken Pun, Engagement Partner $ 200
Venessa Burke, Partner $ 2 00
David Siris, Manager $ 150

Incidental costs incurred for the purchase of additional travel and other out-of-pocket expenses will be reimbursed at actual cost, with the total not to exceed $3,500 per year without prior authorization from the City.

The scope of services includes one face-to-face staff planning meeting. Any additional face-to-face meetings, if required, shall be billed at the rate of $1,500 per person, per meeting. The SCI Team is available to meet via teleconference call on a regular basis at no additional charge.

Attachment 2

_____________________________________________________________________________________________ CITY OF NATIONAL CITY PAGE 12 OF 12

PROPOSAL FOR COMMERCIAL CANNABIS MANAGEMENT SERVICES
BY SCIConsultingGroup, September 2021

ADDITIONAL INFORMATION

EMPLOYMENT POLICIES
SCI does not and shall not discriminate against any employee in the workplace or against any applicant for such employment or against any other person because of race, religion, sex, color, national origin, handicap, or age or any other arbitrary basis. SCI ensures compliance with all civil rights laws and other related statutes.

C

ONFLICT OF INTEREST STATEMENTS
SCI has no known past, ongoing or potential conflicts of interest for working with the City, performing the Scope of Work or any other service for this Project.

P

ENDING LITIGATION
SCI does not have any claims, lawsuits or litigation pending or within the last five years.

I

NSURANCE
SCI carries professional Errors and Omissions insurance in the amount of $2 million per occurrence and $2 million aggregate. SCI also carries general liability insurance in the amount of $2 million per occurrence and $4 million aggregate.

I

NDEPENDENT CONTRACTOR
If selected, SCI shall perform all services included in this proposal as an independent contractor.

ADDITIONAL SCOPE OF WORK
In the event the City elects to request optional, additive scope of work, SCI will work with the City to negotiate compensation for these additional tasks and execute an Addendum to the agreement for these additional services.

RESPONSIBILITIES OF CITY
SCI will make every effort to minimize the workload on the City, but may need assistance, iteratively, with project overview and history, scheduling, and budgeting.

COORDINATION WITH CITY
SCI will coordinate services with City staff through frequent and concise communications including face- to-face meetings, telephone calls and e-mail.

Attachment 2

AGENDA REPORT

Department: Administrative Services - Human Resources Prepared by: Molly Brennan, Administrative Services Director Meeting Date: Tuesday, June 6, 2023
Approved by: Armando Vergara, Acting City Manager

SUBJECT:

Approval of Creation of O ne (1) New Job Classification titled Equipment Mechanic I and Amending the MEA Salary Schedule.”

RECOMMENDATION:

Approve the Resolution entitled, “Resolution of the City Council of the City of National City, California, Creating one (1) New Job Classification and Amending the Municipal Employees’ Association Salary Schedule.”

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

On May 10 , 2023 the National City Civil Service Commission approved the new Equipment Mechanic I job classification (Exhibit A).

EXPLANATION:

The Public Works/Engineering Department requested the creation of a new classification to create a series of classifications at varying experience levels for the Equipment Maintenance Division .

This will improve the City’s ability to recruit to fill vacant positions, as well as train and promote from within.

The Equipment Maintenance Division has five authorized budgeted positions, three of which are currently vacant. All three of those vacancies are at the Equipment Mechanic level. The City has held recruitments for this specific classification each of the last three years with very little success.

The Equipment Mechanic, which is being retitled Equipment Mechanic II, requires candidates to have a minimum of three years of experience in skilled, journey -level work in the overhaul and repair of motorized vehicles and equipment, including light - and heav y-duty equipment. In addition, the position requires possession of a valid Class B driver’s license or license issuance within 3 months of hire.

The new Equipment Mechanic I classification requires a minimum of one year of automotive or construction equipment maintenance and repair experience or trade certification and up to a year to acquire a Class B driver’s license. By adding an entry level classification and making the positions in this division a series (Lead Mechanic, Equipment Mechanic II, and Equ ipment Mechanic I), the City will greatly expand the eligible candidates to hire. Moreover, the City will be able to hire individuals with enthusiasm for the work who are entering the field and train them in- house, with the goal that they could promote within the series as vacancies occur.

The Civil Service Commission voted to approve the new Equipment Mechanic I classification at their last meeting and the Municipal Employees’ Association (MEA) supports the addition of the new classification and proposed salary for the position.

Exhibit B is the proposed salary for the position. The first page of the exhibit shows the current Equipment Mechanic (II) salary steps and the second page the proposed Equipment Mechanic I Salary Steps. This would place the Equipment Mechanic I at median based on a current regional survey of comparable classifications and give them a 3% COLA in January, like other MEA positions will receive. The proposed salary would also maintain a min imum of 5% difference between top step Equipment Mechanic I and II, so that a promotion within the series would include the minimum 5% increase as required per the MEA MOU.

If approved, the City will open new recruitments for the Equipment Mechanic I and II, with the intent to hire two Equipment Mechanic IIs and one Equipment Mechanic I, with the potential to hire one Equipment Mechanic II and two Equipment Mechanic Is if we are only able to find one quality candidate at the higher level. The latter would allow the City to train the two Equipment Mechanic I s and allow for a promotional opportunity when those staff meet the minimum qualifications of the Equipment Mechanic II classification.

FINANCIAL STATEMENT:

Currently the budget includes authorized positions and funding for three Equipment Mechanics (II). Reclassifying one Equipment Mechanic (II) to an Equipment Mechanic I will be a budget savings in personnel service costs of approximately $5,000.

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Not Applicable

ENVIRONMENTAL REVIEW:

This is not a project under CEQA and is therefore not subject to environmental review.CCR15378; PRC 21065.

PUBLIC NOTIFICATION:

Agenda Report posted within 72 hours of meeting date and time in accordance with Brown Act.

ORDINANCE:

Not Applicable

EXHIBITS:

Exhibit A – Equipment Mechanic I Job Classification
Exhibit B – Proposed Salary Schedule
Exhibit C - Resolution

EQUIPMENT MECHANIC I CITY OF NATIONAL CITY
CLASS SPECIFICATION Approved: Proposed May 2023

DEFINITION
Under immediate supervision, to perform a variety of semi-skilled mechanical work involved in diagnosing, repairing and maintaining a variety of City light and heavy gasoline, diesel, hybrid and electric power-driven equipment and vehicles; to perform routine preventive maintenance and repair on vehicles and equipment; and to perform a variety of technical tasks relative to assigned area of responsibility.

DISTINGUISHING CHARACTERISTICS
Incumbents in this class report to the Lead Equipment Mechanic. Incumbents in this class do not supervise.

EXAMPLES OF TYPICAL DUTIES
The following duties and responsibilities are representative of those typically performed by positions assigned to this classification. Any single position may not perform all of these duties and/or may perform similar related tasks not listed here.

Perform routine fluid checks on vehicles and equipment including oil, transmission, brake and related fluid levels; replace as required; assist in diagnosing, repairing and adjusting a variety of systems on light and heavy equipment and vehicles including computer control systems, fuel injection systems, antilock brake systems, electrical systems, hydraulic systems, air conditioning systems, fuel management systems, transmissions, steering and suspension components, clutches and engine sensors; inspect motorized and mechanical equipment; diagnose problems and determine extent of necessary repairs; perform routine preventive maintenance; test and repair starters and recharge batteries; assist in the overhaul and repair of engines, transmissions, clutches, differentials, carburetors, generators, distributors and pumps; fit and adjust bearings; install axles and wheels; test and repair starters and alternators; recharge batteries; replace or repair faulty parts including wheel bearings, clutches, oil seals, shock absorbers, exhaust systems, steering mechanisms and related parts and equipment; tune-up engines by replacing ignition parts; recondition and adjust carburetors, fuel injection systems and propane fuel systems; repair and maintain emission control systems; repair adjust and replace brake systems including wheel cylinders, masters cylinders, disc pads, machine drums and rotors, and hydraulic and air brakes; inspect, test and replace tires as required; conduct parts inventory, maintain records of vehicles and supplies; operate and repair shop equipment, clean and maintain assigned work area; dispose of hazardous materials according to established procedures; performs other related duties and responsibilities as required; may serve as a member of various employee committees.

MINIMUM QUALIFICATIONS
Training and Experience: Any combination equivalent to training and experience that could likely provide the required knowledge, skills, and abilities will be qualifying. A typical way to obtain the required knowledge, skills, and abilities would be: High School diploma or equivalent; and one (1) year of automotive or construction equipment maintenance and repair experience. Work experience may be substituted by completion of a trade certification program of at least one (1) year in length.

Highly Desirable: Supplemental specialized training in automotive and equipment maintenance and repair or a related field is preferred.

Knowledge and Skills in:

Basic operating, repair and overhaul characteristics of diesel, gas, hybrid engines and electric motors; basic operating and repair characteristics of a wide variety of light and heavy equipment systems including electrical, hydraulic, braking, air conditioning, fuel, ignition, steering, suspension and transmission; shop mathematics; principles and practices of record keeping; methods and techniques of preventive maintenance; tools, equipment, and procedures used in the overhaul, repair and adjustment of gas and diesel powered equipment; operational characteristics of a wide variety of automotive, light and heavy equipment; operation and care of internal combustion engines and electric motors; methods, materials, equipment and tools used in routine welding and fabrication work; safe work practices; occupational hazards and standard safety practices.

Ability to:

Perform preventive maintenance and repair on various heavy and light equipment and vehicles; learn current methods, equipment, tools and materials used in the diagnosis, overhaul, repair and maintenance of gas and diesel powered equipment and vehicles; learn and apply pertinent Federal, State and local codes, laws and regulations; learn to perform a full range of equipment maintenance tasks with minimal supervision; use and operate a variety of tools and testing equipment in a safe and effective manner; maintain a variety of shop and repair records; communicate clearly and concisely, both orally and in writing; understand and carry our oral and written instructions; establish and maintain effective relationships with those contacted in the course of work.

Physical Demands & Working Conditions:

Must frequently lift and/or move up to 50 pounds and occasionally lift weights up to 100 pounds. Must be willing to work in exposure to noise, dust, grease, smoke, fumes, and gases. Must be willing to work outdoors in all weather conditions. Must be willing to work with exposure to potentially hazardous substances. May be required to travel outside City boundaries to deliver and pick up vehicles or parts, or to attend meetings.

LICENSES, CERTIFICATIONS, OR SPECIAL REQUIREMENTS
Possession of a valid Class C California Driver's License with a safe driving record.

Obtain a Class B license within one (1) year of appointment.

CITY OF NATIONAL CITY

NCMEA SALARY SCHEDULE

POSITION STEP HOURLY BIWEEKLY MONTHLY ANNUAL
EFFECTIVE JANUARY 2023

EQUIPMENT MECHANIC - MECHANIC II
A 27.32 2,185.27 4,734.75 56,817.04
B 28.69 2,295.04 4,972.58 59,670.97
C 30.12 2,409.38 5,220.32 62,643.82
D 31.63 2,530.12 5,481.93 65,783.15
E 33.22 2,657.27 5,757.41 69,088.95
EFFECTIVE JANUARY 2024, 6.93% increase

EQUIPMENT MECHANIC - MECHANIC II
A 29.21 2,336.71 5,062.87 60,754.46
B 30.68 2,454.08 5,317.18 63,806.17
C 32.20 2,576.35 5,582.09 66,985.04
D 33.82 2,705.46 5,861.83 70,341.92
E 35.52 2,841.42 6,156.40 73,876.82

CITY OF NATIONAL CITY

NCMEA SALARY SCHEDULE

POSITION STEP HOURLY BIWEEKLY MONTHLY ANNUAL
EFFECTIVE JANUARY 2023

MECHANIC I
A 25.82 2,065.30 4,474.82 53,697.79
B 27.11 2,168.56 4,698.56 56,382.68
C 28.46 2,276.99 4,933.48 59,201.81
D 29.89 2,390.84 5,180.16 62,161.90
E 31.38 2,510.38 5,439.17 65,270.00
EFFECTIVE JANUARY 2024, 3% increase

MECHANIC I
A 26.59 2,127.26 4,609.06 55,308.72
B 27.92 2,233.62 4,839.51 58,074.16
C 29.32 2,345.30 5,081.49 60,977.87
D 30.78 2,462.57 5,335.56 64,026.76
E 32.32 2,585.70 5,602.34 67,228.10
DRAFT

RESOLUTION NO. 2023 -

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY , CALIFORNIA, CREATING ONE (1) NEW JOB CLASSIFICATION AND AMEND MENT TO THE NATIONAL CITY MUNICIPAL EMPLOYEES’ ASSOCIATION SALARY

SCHEDULE

WHEREAS, City staff and the National City Municipal Employees’ Association (MEA) recommends approving the addition of the Equipment Mechanic I classification to the National City MEA Salary Schedule; and
WHEREAS, the classification was created to add an entry -level position to the Equipment Maintenance Division of the Public Works Department in order to expand the pool of qualified applicants available to fill vacant staff positions; and WHEREAS, in January 2024, the classification of Equipment Mechanic I will receive a 3% Cost-of-Living Adjustment (“COLA”); and
WHEREAS, City staff recommends the City Council approve creating one (1) new job classification for the position of Equipment Mechanic I and amending the National City MEA Salary Schedule to add the classification.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,

CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:

Section 1: Approves the addition of the Equipment Mechanic I classification to the MEA Salary Schedule.

Section 2: This Resolution shall take effect immediately upon its passage.

Section 3: That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original Resolutions.

PASSED and ADOPTED this 6th day of June, 2023.

Ron Morrison, Mayor
ATTEST:

Shelley Chapel, MMC, City Clerk

APPROVED AS TO FORM:

Barry J. Schultz, City Attorney

AGENDA REPORT

Department: Fire Department
Prepared by: Walter Amedee, Management Analyst III
Meeting Date: Tuesday, June 6, 2023
Approved by: Armando Vergara, Acting City Manager

SUBJECT:

Authorization Accepting Funds from the Listos California CERT Support Grant for National City Fire Department Community Emergency Response Team (CERT) Program.

RECOMMENDATION:

Adopt the Resolution titled “Resolution of the City Council of the City of National City, California, accepting funds in t he amount of $24,200.00 from the Listos California Cert Support Grant, for the National City Fire Department’s Community Emergency Response Team (CERT) Program and authorizing the establishment of a reimbursable grants city -wide fund appropriation and corresponding revenue budget.”

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

Not Applicable.

EXPLANATION:

The Listos California CERT Support Grant (LC) Program was created to provide funding to new and existing Community Emergency Response Team (CERT) programs to support projects that help prepare vulnerable and underserved populations. The National City Fire Department (NCFD) submitted a proposal and has been selected to receive funding in the amount of $24,200.00. This grant will allow the NCFD to p rovide CERT, LISTOS, CPR/AED and First Aid, Stop the Bleed, and You Are the Help Until Help Arrives in Spanish. All instructional materials will be available in Spanish. National City CERT Member Hector Montano, a FEMA CERT Certified Trainer, will be leading the Spanish instruction. The NCFD will work with Spanish CERT and LISTOS participants to help recruit future class participants. The NCFD hopes to be able to stand up Spanish language teams during disasters and emergencies, as needed. The grant also provides funding for:
 CERT Training Equipment Basic Cribbing Set
 Basic Triage Training Set
 Natural Gas Meter
 CERT PPE Kit Level 2 (100 each)
 Binders
Grant period of performance is from June 1, 2023 – December 31, 2024.

FINANCIAL STATEMENT:

Expenditure Account:
282-412-965-355-0000 Equipment - $10,100.00
282-412-965-226-0000 Training - $14,100.00
Revenue Account:
282-12965-3463 - $24,200.00. No City match required.

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Public Safety

ENVIRONMENTAL REVIEW:

This is not a project under CEQA and is therefore not subject to environmental review.CCR15378; PRC 21065.

PUBLIC NOTIFICATION:

Agenda Report posted within 72 hours of meeting date and time in accordance with Brown Act.

ORDINANCE:

Not Applicable

EXHIBITS:

Exhibit A – CalOES Award Letter
Exhibit B - Resolution

GAVIN NEWSOM

GOVERNOR

NANCY WARD

DIRECTOR

3650 SCHRIEVER AVENUE, MATHER, CA 95655
(916) 845-8506 TELEPHONE
www.CalOES.ca.gov

May 1, 2023 DELIVERED VIA E-MAIL: [email protected]

Sergio Mora
Fire Chief
City of National City
1243 National City Boulevard
National City, CA 91950-4301

Dear Chief Mora:

Your proposal has been selected to receive funding through the Listos California CERT Support Grant (LC) Program of the California Governor’s Office of Emergency Services (Cal OES). Provided there are no successful appeals, and pending completion and/or revision of all required application forms, your agency will be awarded the amount of $24,200 for the Grant Subaward performance period beginning June 1, 2023 and ending December 31, 2024.

William Chan will be the Program Specialist assigned to your grant and will be contacting you within the next few weeks to assist you in finalizing this process.

Additional information can be found in the Subrecipient Handbook on the Cal OES website at www.caloes.ca.gov.

We look forward to the successful implementation of this project. If you have any questions concerning this process, please contact William Chan at (916) 328-7646 or via e-mail at [email protected] .

Sincerely,

NANCY WARD
Director

RESOLUTION NO. 2023 -

RESOLUTION OF THE CI TY COUNCIL OF THE CI TY OF NATIONAL CITY , CALIFORNIA, ACCEPTING FUNDS IN THE AMOUNT OF $2 4,200.00 FROM THE

LISTOS CALIFORNIA CE RT SUPPORT GRANT , FOR THE NATIONAL C ITY FIRE DEPARTMENT’S COMMUNITY EMERGENCY RESPONSE TEAM (CERT) PROGRAM

AND AUTHORIZING THE ESTABLISHMENT OF A REIMBURSABLE GRANTS CITY- WIDE FUND APPROPRIATION AND CORRESPONDING REVENUE BUDGET.

WHEREAS, the Listos California CERT Support Grant (LC) Program was created to provide funding to new and existing Community Emergency Response Team (CERT) programs to support projects that help prepare vulnerable and underserved populations; and

WHEREAS, the National City Fire Department (NCFD) submitted a proposal and has been selected to receive funding in the amount of $24,200.00; and

WHEREAS, this grant will allow the NCFD to provide CERT, LISTOS, CPR/AED and First Aid, Stop the Bleed, and You Are the Help Until Help Arrives in Spanish; and

WHEREAS, all instructional materials also available in Spanish; and

WHEREAS, National City CERT Member Hector Montano, a FEMA CERT Certified Trainer, will be leading the Spanish instruction; and

WHEREAS, the NCFD will work with Spanish CERT and LISTOS participants to help recruit future class participants; and

WHEREAS, the NCFD hopes to be able to stand up Spanish language teams during disasters and emergencies, as needed; and

WHEREAS, the grant will also provide funding for CERT Training Equipment Basic Cribbing Set, Basic Triage Training Set, Natural Gas Meter, CERT PPE Kit Level 2 (100 each), and Binders; and

WHEREAS, the grant period of performance is from June 1, 2023 – December 31, 2024.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,

CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:

Section 1: That the City Council hereby authorizes the Mayor to accept funds in the amount of $2 4,200.00 from the Listos California CERT Support Grant Program and establish a reimbursable grants city-wide fund appropriation and corresponding revenue budget.

Section 2: The City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original Resolutions.

PASSED and ADOPTED this 6th day of June, 2023.

Ron Morrison, Mayor
ATTEST:

Shelley Chapel, MMC
City Clerk

APPROVED AS TO FORM:

__
Barry J. Schultz, City Attorney

AGENDA REPORT

Department: Fire Department
Prepared by: Walter Amedee, Management Analyst III
Meeting Date: Tuesday, June 6, 2023
Approved by: Armando Vergara, Acting City Manager

SUBJECT:

Donation of the Scotty Fire Prevention Trailer to the City of Tecate, Mexico.

RECOMMENDATION:

Adopt the Resolution Entitled, “Resolution of the City Council of the City of National City, California, Authorizing the Donation of the Scotty Fire Prevention Trailer and Accessories to Another Public Agency, the City of Tecate , in Accordance with State Law and Municipal Code Section 2.42.040(B).”

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

Not Applicable.

EXPLANATION:

In 2004, the National City Fire Department applied for and received a grant for the purchase of a Scotty Fire Prevention Trailer from the Assistance to Firefighters Grant. At that time, the fire department had a public education position who could utilize the trailer at various schools throughout the National School District to educate youth on fire and disaster safety. The public education position was lost due to an economic downturn and the position was not funded for the fire department. Since approximately 2010, the trailer has sat idle and has fallen into disrepair.

The National City Fire Department no longer has a need for the trailer due to a continued lack of a public education position and the cost to repair the trailer. The City of National City and the National City Fire Department would not incur any future liability related to the trailer ownership, operation, or use. Prior to the donation’s release, the City of Tecate will execute the City’s Request for Donation Form . The City of Tecate, as the owner of the trailer, would provide al l maintenance and insurance surrounding its use.

Policy Requirements:

According to Municipal Code Chapter 2.42 – Disposal of Surplus City Property Section 2.42.040B “Manner of Disposal”, reads as follows:

2.42.040 - Manner of disposal.

A. If the surplu s city property which is not required for city use has been assigned an estimated market value of less than one thousand dollars by the purchasing agent, he/she may dispose of such property on the open market without advertising for bids.

B. If the surplus city property which is not required for city use has been assigned an estimated market value of one thousand dollars or more by the purchasing agent, he/she shall dispose of the property:

1. Through the solicitation of sealed bids, with the award go ing to the highest responsive, responsible bidder. All notices shall be published by the purchasing agent in a commercially reasonable manner, using any appropriate mediums of printed or electronic commerce which, in the opinion of the purchasing agent, are reasonably likely to ensure an optimum bidding process;

2. Through participation in the San Diego County cooperative auction;

3. Through consignment of items to a vendor to sell on behalf of the city. The purchasing agent shall enter into an agreement with the vendor that has the potential of generating the most market interest and, therefore, the highest net proceeds for the city. The consignment vendor shall, at its expense, advertise the item(s) for sale, in accordance with subsection (B)(1) of this secti on, and shall accept offers on behalf of the city, with the city having final acceptance authority;

4. Through a negotiated agreement with another public agency, public safety organization, government agency or other nonprofit agency which may have limited funds, and an expressed need for such item(s).

C. The purchasing agent shall have the authority to combine any surplus city property with lost and unclaimed property for the purpose of disposal by public auction in accordance with Chapter 2.44 of this title.

D. The amount received for any property sold pursuant to this chapter shall be deposited in the city's general fund.
(Ord. 2284, 2006: Ord. 2044, 1992; Ord. 1673 § 1 (part), 1979)

The donation of the Scotty Fire Prevention Trailer and accessories t o the City of Tecate meets requirement No. 4 as described above.

In addition, City Council Policy #115 states that:

The City Council may authorize the donation of surplus City property, or Police Department unclaimed personal property, to municipal agenc ies or local, non -profit 501(c)(3) organizations as defined above, consistent with Municipal Code section

2.42.040 (B)(4).

Municipal Agencies as defined in City Council Policy #115 are “public/government agencies, and Sister Cities.”

FINANCIAL STATEMENT:

The Scotty Fire Prevention Trailer was purchased with grant funds, so there is no financial impact to the City.

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Public Safety

ENVIRONMENTAL REVIEW:

This is not a project under CEQA and is therefore not subject to environmental review.CCR15378; PRC 21065.

PUBLIC NOTIFICATION:

Agenda Report posted within 72 hours of meeting date and time in accordance with Brown Act.

ORDINANCE:

Not Applicable

EXHIBIT:

Exhibit A - Resolution

RESOLUTION NO. 2023 -

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA,

AUTHORIZING THE DONATION OF THE SCOTTY FIRE PREVENTION TRAILER AND

ACCESSORIES TO ANOTHER PUBLIC AGENCY, THE CITY OF TECATE , IN ACCORDANCE WITH STATE LAW AND MUNICIPAL CODE SECTION 2.42.040 (B).

WHEREAS, in 2004, the National City Fire Department applied for and received a grant for the purchase of a Scotty Fire Prevention Trailer from the Assistance to Firefighters Grant; and
WHEREAS, at that time, the fire department had a public education position who could utilize the trailer at various schools throughout the National School District to educate youth on fire and disaster safety; and
WHEREAS, due to lack of funding for a pub lic education position in the fire department, the Scotty Fire Prevention Trailer has not been utilized for many years; and WHEREAS, the City of National City (“City”) and the National City Fire Department would like to donate the Scotty Fire Prevention Trailer and accessories to the City of Tecate; and

WHEREAS, the City and the National City Fire Department would not incur any future liability related to the Scotty Fire Prevention Trailer and accessories ownership, operation, or use; and

WHEREAS, prior to the donation’s release, the City of Tecate will execute the City’s Request for Donation Form; and

WHEREAS, the City of Tecate, as the owner of the Scotty Fire Prevention Trailer and accessories, would provide all maintenance and insurance surrounding its use; and

WHEREAS, this donation is in accordance with the City’s Municipal Code Chapter

2.42 – Disposal of Surplus City Property Section 2.42.040 (B) – “Manner of Disposal ” and City Council Policy #115.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:

Section 1: Authorizes the donation of Scotty Fire Prevention Trailer and accessories to another Public Agency, the City of Tecate in accordance with the City’s Municipal Code.

Section 2: The City Clerk shall certify the passage and adoption of this Resolution and enter it into the book of original Resolutions.

PASSED and ADOPTED this 6th day of June, 2023.

Ron Morrison, Mayor
ATTEST:

Shelley Chapel, MMC
City Clerk

APPROVED AS TO FORM:

__
Barry J. Schultz, City Attorney

AGENDA REPORT

Department: Fire Department
Prepared by: Walter Amedee, Management Analyst III
Meeting Date: Tuesday, June 6, 2023
Approved by: Armando Vergara, Acting City Manager

SUBJECT:

Donation of a surplus Battalion Chief Command Vehicle to the City of Tecate, Mexico.

RECOMMENDATION:

Adopt the Resolution Entitled, “Resolution of the City Council of the City of National City, California, Authorizing the Donation of a Surplus Battalion Chief Command Vehicle to another Public Agency, the City of Tecate , Mexico, in accordance with Municipal Code Section

2.42.040(B).”

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

Not Applicable.

EXPLANATION:

The National City Fire Department would like to donate a Battalion Chief Command Vehicle that has been phased out of service to the City of Tecate. The surplus vehicle being recommended for donation is #331, a red 1998 Chevrolet Suburban with approximately 37,000 miles that due to strenuous use, no longer meets our City’s needs. It will, however work as a support unit for the City of Tecate. The total estimated value for the vehicle is less than $5,000. The City of National City and the National City Fire Department would not incur any future liability related to the vehicle ownership, operation, or use. Prior to the donation’s release, the City of Tecate will execute the City’s Request for Donation Form. The City of Tecate, as the owner of the vehicle, would provide all maintenance and insurance surrounding its use.

Policy Requirements:

According to Municipal Code Chapter 2.42 – Disposal of Surplus City Property Section 2.42.040B “Manner of Disposal”, reads as follows:

2.42.040 - Manner of disposal.

A. If the surplus city property which is not required for city use has been assigned an estimated market value of less than one thousand dollars by the purchasing agent, he/she may dispose of such property on the open market without advertising for bids.

B. If the surplus city property which is not required for city use has been assigned an estimated market value of one thousand dollars or more by the purchasing agent, he/she shall dispose of the property:

1. Through the solicitation of sealed bids, with the award going to the hi ghest responsive, responsible bidder. All notices shall be published by the purchasing agent in a commercially reasonable manner, using any appropriate mediums of printed or electronic commerce which, in the opinion of the purchasing agent, are reasonably likely to ensure an optimum bidding process;

2. Through participation in the San Diego County cooperative auction;

3. Through consignment of items to a vendor to sell on behalf of the city. The purchasing agent shall enter into an agreement with the vendor that has the potential of generating the most market interest and, therefore, the highest net proceeds for the city. The consignment vendor shall, at its expense, advertise the item(s) for sale, in accordance with subsection (B)(1) of this section, and shall accept offers on behalf of the city, with the city having final acceptance authority;

4. Through a negotiated agreement with another public agency, public safety organization, government agency or other nonprofit agency which may have limited funds, and an expressed need for such item(s).

C. The purchasing agent shall have the authority to combine any surplus city property with lost and unclaimed property for the purpose of disposal by public auction in accordance with Chapter 2.44 of this title.

D. The amount received for any property sold pursuant to this chapter shall be deposited in the city's general fund.
(Ord. 2284, 2006: Ord. 2044, 1992; Ord. 1673 § 1 (part), 1979)

The donation of the Battalion Chief Command Vehicle to the City of Tecate meets requirement No. 4 as described above.

In addition, City Council Policy #115 states that:

The City Council may authorize the donation of surplus City property, or Police Department unclaimed personal property, to municipal agencies or local, non -profit 501(c)(3) organizations as defined above, consistent with Municipal Code section

2.42.040 (B)(4).

Municipal Agencies as defined in City Council Policy #115 are “public/government agencies, and Sister Cities.”

FINANCIAL STATEMENT:

No cost to City; however, donating the vehicle versus selling at auction impacts potential revenue of approximately $5,000.

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Public Safety

ENVIRONMENTAL REVIEW:

This is not a project under CEQA and is therefore not subject to environmental review.CCR15378; PRC 21065.

PUBLIC NOTIFICATION:

Agenda Report posted within 72 hours of meeting date and time in accordance with Brown Act.

ORDINANCE:

Not Applicable

EXHIBIT:

Exhibit A - Resolution

RESOLUTION NO. 2023 -

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA,

AUTHORIZING THE DONATION OF A SURPLUS BATTALION CHIEF COMMAND

VEHICLE TO ANOTHER PUBLIC AGENCY, THE CI TY OF TECATE , IN ACCORDANCE WITH MUNICIPAL CODE SECTION 2.42.040 (B).

WHEREAS, the National City Fire Department would like to donate a Battalion Chief Command Vehicle that has been phased out of service to the City of Tecate; and WHEREAS, the surplus vehicle being recommended for donation is #331, a red 1998 Chevrolet Surburban with approximately 37,000 miles; and WHEREAS, the total estimated value for the vehicle is less than $5,000; and WHEREAS, the City of National City (“City”) and the National City Fire Department would like to donate the Battalion Chief Command Vehicle to the City of Tecate; and

WHEREAS, the City and the National City Fire Department would not incur any liability related to the Battalion Chief Command Vehicle ownership, operation, or use; and

WHEREAS, prior to the donation’s release, the City of Tecate will execute the City’s Request for Donation Form; and

WHEREAS, the City of Tecate, as the owner of the Battalion Chief Command Vehicle, would provide all maintenance and insurance surrounding its use; and

WHEREAS, this donation is in accordance with the City’s Municipal Code Chapter

2.42 – Disposal of Surplus City Property Section 2.42.040 (B) – “Manner of Disposal ” and City Council Policy #115.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:

Section 1: Authorizes the donation of Battalion Chief Command Vehicle to another Public Agency, the City of Tecate in accordance with the City’s Municipal Code.

Section 2: The City Clerk shall certify the passage and adoption of this Resolution and enter it into the book of original Resolutions.

PASSED and ADOPTED this 6th day of June, 2023.

Ron Morrison, Mayor
ATTEST:

Shelley Chapel, MMC
City Clerk

APPROVED AS TO FORM:

__
Barry J. Schultz, City Attorney

AGENDA REPORT

Department: Engineering and Public Works
Prepared by: Luca Zappiello, Associate Engineer - Civil Meeting Date: Tuesday, June 6, 2023
Approved by: Armando Vergara, Acting City Manager

SUBJECT:

Highland Avenue Inter-City Project Grant Appropriation for Plans, Specifications, and Estimate and Construction (CIP 22-13).

RECOMMENDATION:

Adopt a Resolution Entitled, “Resolution of the City Council of the City of National City, California, (1) Authorizing the Acceptance of State Active Transportation Grant Funds for the Highland Avenue Inter-City Bike Connection Project (CIP 22-13); and (2) Authorizing the Establishment of an Appropriation and Corresponding Revenue Budget in the Amount of $1,837,000.”

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

Not Applicable.

EXPLANATION:

On September 2020, staff submitted an application to the California Department of Transportation (Caltrans) under cycle 5 of the State Active Transportation Program (ATP) grant for the Highland Avenue Inter-City Bike Connection project proposing the installation of 0.4 miles of Class IV and Class II bicycle facilities along Highland Avenue from 30th Street to the southern City limits, per the City's Bicycle Master Plan.

On January 11, 2021, Caltrans awarded a $1,895,000 ATP grant for the Highland Avenue Inter - City Project (see attached “Exhibit B – 2021 Active Transportation Program”).

The $1,895,000 award was distributed by Project phases as follows:

 Project Approval and Environmental Documents (PA&ED) - $58,000  Plans, Specifications and Estimate (PS&E) – $260,000
 Construction (CON) - $1,577,000

On July 20, 2022, Caltrans authorized the City to proceed with the Environmental & Permits phase in the amount of $58,000 with a local match of $2,000.

On August 16, 2022, the City Council authorized the Mayor to execute Program Supplement Agreement (PSA) No. A062 with Caltrans for the Highland Avenue Inter-City Project to allow for reimbursement of up to $58,000 in eligible project expenditures through the State Active Transportation Program (ATP) and committing to providing a local match of $2,000 necessary to complete the PA&ED phase.

On April 5, 2023, Caltrans authorized the City to proceed with the PS&E phase in the amount of $260,000 with no local match, per the attached “Allocation Letter” and “Finance Letter.”

In an effort to streamline the administrative and procedural steps for each phase, staff is requesting authorization to establish a revenue and expenditure account in the amount of $1,837,000, which includes the current $260,000 PS&E phase and anticipated $1,577,000 CON allocations. The PS&E and CON phases require no local match.

It should be noted that the expenditures for the construction phase would be incurred only after the City receives the Allocation Letter from Caltrans authorizing the City to proc eed with the construction phase. The PS&E phase is expected to be completed on June 2024, the CON phase is expected to be completed on May 2025.

FINANCIAL STATEMENT:

ATP Grant - $1,837,000
Revenue Account No. 296-06608-3463
Expenditure Account No. 296-409-500-598-6608 (Highland Avenue Inter-City Project)

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Transportation Choices and Infrastructure

ENVIRONMENTAL REVIEW:

This is a project under CEQA subject to a Categorical Exemption. Exi sting Facilities. CCR 15301(c).

PUBLIC NOTIFICATION:

Agenda Report posted within 72 hours of meeting date and time in accordance with Brown Act.

ORDINANCE:

Not Applicable

EXHIBITS:

Exhibit A – Project Plan
Exhibit B – CA Transportation Commission - 2021 ATP Table (excerpt) Exhibit C – Allocation Letter
Exhibit D – Finance Letter
Exhibit E - Resolution

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Project Plan ViewHighland Avenue Inter-City Bike Connection Active Transportation Program Cycle 5 Grant Application N
0 600300
#
All work will be completed within existing roadway (curb to curb) Caltrans
Right of Way
Connection to City of Chula Vista
Propos
ed Class II/IV - Bike
Lanes (Extents of Project)
Caltrans Right of Way
Potential Intersection Improvement
Enhanced Bike Interface at Freeway Ramps Class IV - Bike LanesPl anned Pedestrian Paths
Class III - Bike Route
Class II- Bike Lane
Class I - Regional Bike Path
Sweetwater River Bikeway Connection /
30th Street Bicycle Facility Improvements
(Fully Funded)
Sweetwater Road Protected Bikeway
Phase 1 (Fully Funded)
Planned III - Bike Route
Planned Class II- Bike Lane
Bicycle-Friendly Intersection
Improvements

California Transportation Commission
2021 Active Transportation Program - Statewide Component Staff Recommendations
($1000s)
Reference No. 4.9
March 24-25, 2021
Attachment B
Application ID County Project Title
Total
Project
Cost
Recommended
Funding 21-22 22-23 23-24 24-25 PA&ED PS&E ROW CON CON
NI Project Type DAC SRTS Final Score
4-Contra Costa County-2 Contra Costa
North Bailey Road Active
Transportation Corridor $ 6,845 $ 6,159 $ 499 $ - $ 5,660 $ - $ 499 $ - $ - $ 5,660 $ - Infrastructure - Medium x x 93 6-Delano, City of-1 Kern
ATP-5 SRTS Intersection
Enhancement and NI Work Plan $ 1,178 $ 1,164 $ - $ 140 $ 1,024 $ - $ - $ 140 $ - $ 949 $ 75 Infrastructure + NI - Small x x 93 7-Bell Gardens, City of-1 Los Angeles
Bell Gardens Complete Streets
Improvements - Phase 1 $ 6,999 $ 6,499 $ 200 $ 6,299 $ - $ - $ 200 $ - $ - $ 6,299 $ - Infrastructure - Medium x 93 7-Long Beach, City of-2 Los Angeles Pacific Avenue Cycle Track $ 8,332 $ 7,498 $ 225 $ 1,533 $ - $ 5,740 $ 225 $ 675 $ - $ 5,740 $ 858 Infrastructure + NI - Large x 93 7-Los Angeles, City of-11§
Los Angeles
Connecting Canoga Park Through
Safety and Urban Cooling $ 38,655 $ 30,731 $ 3,567 $ - $ 1,921 $ 25,243 $ 3,567 $ 1,921 $ - $ 25,243 $ - Infrastructure - Large x 93 7-Los Angeles, City of-4 Los Angeles
SRTS Berendo Middle and 3 Feeder
Elementary Schools Safety Project $ 11,057 $ 9,951 $ 188 $ - $ 1,588 $ 8,175 $ 188 $ 1,588 $ - $ 8,175 $ - Infrastructure - Large x x 93 4-Santa Clara County-1 Santa Clara
Active and Safe Routes to a Healthier
City $ 2,510 $ 2,510 $ 2,510 $ - $ - $ - $ - $ - $ - $ - $ 2,510 Non-Infrastructure x x 93 5-Santa Cruz, City of-2 Santa Cruz
Santa Cruz Rail Trail Segment 7 Phase
2 Construction $ 12,030 $ 9,184 $ 9,184 $ - $ - $ - $ - $ - $ - $ 8,634 $ 550 Infrastructure + NI - Large x x 93 4-Oakland, City of-2§
Alameda
East Oakland Neighborhood Bike
Routes $ 21,859 $ 17,269 $ - $ - $ 17,269 $ - $ - $ - $ - $ 17,269 $ - Infrastructure - Large x 92 3-El Dorado County-3 El Dorado
Pollock Pines - Pony Express Trail
Bicycle and Pedestrian Improvements $ 2,000 $ 1,440 $ 1,440 $ - $ - $ - $ - $ - $ - $ 1,440 $ - Infrastructure - Small x 92 11-Imperial Beach, City of-1 San Diego 9th St Active Transportation Corridor $ 3,354 $ 3,018 $ 539 $ 2,479 $ - $ - $ - $ 539 $ - $ 2,479 $ - Infrastructure - Medium x x 92 7-Santa Monica, City of-2* Los Angeles
Stewart-Pennsylvania Safety
Enhancement Project $ 4,000 $ 3,196 $ 3,196 $ - $ - $ - $ - $ - $ - $ 3,171 $ 25 Infrastructure + NI - Medium x 92 7-Ventura County-2 Ventura
El Rio Pedestrian Improvement and
Safe Route to School Project $ 6,960 $ 6,195 $ 222 $ 884 $ 5,089 $ - $ 222 $ 884 $ - $ 5,089 $ - Infrastructure - Medium x x 92 11-National City, City of-3†
San Diego
Highland Avenue Inter-City Bike
Connection $ 1,897 $ 1,343 $ 58 $ 260 $ 1,025 $ - $ 58 $ 260 $ - $ 1,025 $ - Infrastructure - Small x 92 $ 309,004 $ 241,541
*The City of Santa Monica's Stewart-Pennsylvania Safety Enhancement Project was added to the staff recommendations after a scoring error was identified. †The City of National City requested $1,895,000 for the Highland Avenue Inter-City Bike Connection project. However, only $1,343,000 in programming capacity remains. This amount is higher than the original amount included in the staff recommendations released on February 8, 2021, due to other changes to the staff recommendations. Commission staff will work with the applicant to ensure that the project can be delivered with available ATP funding. §Project requires a baseline agreement. Please see the SB 1 Accountability and Transparency Guidelines for more information.

Note: The City of Porterville's Butterfield Stage Corridor (Henderson Avenue to Date Avenue) project was included in the staff recommendations released on February 8, 2021. This project has been removed from the recommendations because its scope is encompassed in the scope of the City of Porterville's Butterfield Stage Corridor (W North Grand Ave to College Ave) project.

Abbreviations, Acronyms, and
Initialisms
CON: Construction Phase
DAC: Disadvantaged Community
NI: Non-Infrastructure
PA&ED: Environmental Phase
PS&E: Plans, Specifications &
Estimates Phase
ROW: Right-of-Way Phase
SRTS: Safe Routes to School
California Transportation Commission Page 2 of 2 March 24-25, 2021 Page 212 of 844 Mr. Roberto Yano
Director of Public Works/City Engineer
City of National City
1243 National City Blvd.

National City, CA 91950
Dear Mr. Yano:

Your letter dated December 7, 2022 requested a fund allocation from the Active Transportation Program for the City of National City Construct Class IV & II bicycle facilities, traffic calming, pavement markings, signing, signal mods - Highland Avenue Inter-City Bike Connection. This project is programmed in the Active Transportation Program (ATP), as amended.

The State hereby makes the following allocation on March 23, 2023, effective March 23, 2023.

At their March 23, 2023 meeting, the California Transportation Commission (CTC) allocated funding in the amount(s) shown below.

STATE OF CALIFORNIA - CALIFORNIA STATE TRANSPORTATION AGENCY GAVIN NEWSOM, Governor

DEPARTMENT OF TRANSPORTATION
Division of Local Assistance
1120 N STREET
P.O. BOX 942874, MS# 1
Sacramento, CA 94274-0001
TTY 711
April 5, 2023
11-SD-0-NATC
ATPSB1L-5066(052)
Adv Id: 1122000234
11-1441PPNO:

Request No: 2

Allocation No. 2023-133 ATP FUND ALLOCATION
40 79
Senate District No.:

Assembly District
Amount
Programmed
Fiscal Year
Programmed
Amount Previously
Allocated
This
Request
PS&E $260,000 2023 $0 $260,000
Federal Funds
State Funds
$0
$260,000
Total
This allocation makes available $0 of federal funds* and $260,000 of State (or State-only) funds for a total of $260,000.
* A separate request for authorization to proceed (E-76) is required prior to the start of reimbursable work for projects receiving Federal funds.

The effective date of allocation serves as the authorization to proceed and establishes the date for the start of reimbursable work for State-only funded projects.
$260,000$0$260,000
CTC ATP Ltr.Page 213 of 844
Mr. Roberto Yano
April 5, 2023

ATPSB1L-5066
For This Allocation:

Funds allocated for project E & P are available for expenditure until: Not Applicable.

Funds allocated for project PS & E are available for expenditure until: June 30, 2025.

Funds allocated for project RW are available for expenditure until: Not Applicable.

Funds allocated for construction -- Agency has 6 month(s) after the date of allocation to award a contract.

Your attention is directed to the Local Assistance Procedures Manual, LPPs and the current CTC guidelines for detailed instructions and information.

This allocation is not a commitment on the part of the State to make reimbursements until an Administering Agency - State Agreement (Master Agreement), if necessary, and a project specific program supplement are executed between the Agency and the State.

The project's award information should be submitted to the District Local Assistance Engineer (DLAE) immediately after award of the construction contract. A copy of the project's award package also needs to be included with the submittal of the Administering Agency's first invoice to the Local Programs Accounting Branch. Please refer to Local Programs Procedures (LPP) LPP 01-06 for guidance regarding the contents of the project award package.

The Commission may grant a one-time extension to each of the deadlines specified above if it finds that an unforeseen and extraordinary circumstance beyond the control of the responsible agency has occurred that justifies the extension. Please refer to the Local Assistance website at https://dot.ca.gov/programs/local-assistance for additional guidance.

After award of the contract, the Agency has up to 36 months to complete the construction or vehicle purchase contract.

Sincerely,
SUJAYA KALAINESAN , Chief
Division of Local Assistance
c: SANDAG
Attachment: CTC Vote Box
Office of Project Management Oversight - South
CTC ATP Ltr.
for

Mr. Roberto Yano
April 5, 2023

ATPSB1L-5066(052)
bc: LPA
DLA AE Project Files
District - (11) DLAE - Brian Ott
CTC ATP Ltr.Page 215 of 844
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/43 /11 /45 /44 /10 /10 /10 /42 /10 /10 /43 /14 /44 /10 /10 /10 /42 /10 /10/43 /11 /45 /44 /10 /10 /10 /42 /10 /10/5 /33 /41 /28 /37 /26 /74 /35 /33 /29 /32 /34 □ /17 /29 /75 /40 /28 /35 /47 □ /76 □ /19 /35 /37 /74 /28 /29 /47/43 /20 /10 /44 /10 /10 /10 /42 /10 /10 /43 /10 /42 /10 /10 /43 /10 /42 /10 /10/43 /10 /42 /10 /10/77 /34 /32 /33 /78 /43 /10 /42 /10 /10 /43 /14 /20 /10 /44 /10 /10 /10 /42 /10 /10 /43 /10 /42 /10 /10/43 /14 /20 /10 /44 /10 /10 /10 /42 /10 /10/19 /34 /32 /33 /47 /44 □ /17 /79 /35 /39 /28 /31 /28 /39 /32 /29 /28 /26 /33 /47 □ /76 □ /5 /47 /29 /28 /74 /32 /29 /35 /47/43 /14 /20 /10 /44 /10 /10 /10 /42 /10 /10 /43 /10 /42 /10 /10 /43 /10 /42 /10 /10/43 /10 /42 /10 /10/77 /34 /32 /33 /78 /43 /10 /42 /10 /10 /80 /81 /82 /83 /84 /83 /83 /83 /63 /83 /83/80 /81 /70 /85 /84 /83 /83 /83 /63 /83 /83/80 /81 /70 /85 /84 /83 /83 /83 /63 /83 /83/80 /82 /84 /83 /83 /83 /63 /83 /83/8 /26 /29 /32 /34 /47 /27 /19 /32 /37 /29 /28 /39 /28 /79 /32 /29 /28 /26 /33 □ /9 /32 /29 /28 /26 /27 /46 /46 /42 /15 /45 /86 /8 /87 /28 /47 □ /0 /28 /33 /32 /33 /39 /35 □ /7 /35 /29 /29 /35 /37 □ /88 /32 /47 □ /39 /37 /35 /32 /29 /35 /40 □ /89 /32 /47 /35 /40 □ /26 /33 □ /47 /79 /35 /39 /28 /31 /28 /39 □ /31 /28 /33 /32 /33 /39 /28 /32 /34 □ /28 /33 /31 /26 /37 /74 /32 /29 /28 /26 /33 □ /79 /37 /26 /41 /28 /40 /35 /40 □ /89 /30 □ /29 /87 /35 □ /37 /35 /47 /79 /26 /33 /47 /28 /89 /34 /35 □ /34 /26 /39 /32 /34 □ /32 /90 /35 /33 /39 /30 /42 □ /8 /87 /35 □ /31 /26 /34 /34 /26 /88 /28 /33 /90 /35 /33 /39 /75 /74 /89 /37 /32 /33 /39 /35 □ /87 /28 /47 /29 /26 /37 /30 □ /28 /47 □ /79 /37 /35 /79 /32 /37 /35 /40 □ /89 /30 □ /7 /26 /39 /32 /34 □ /3 /47 /47 /28 /47 /29 /32 /33 /39 /35 □ /3 /39 /39 /26 /75 /33 /29 /28 /33 /90 □ /25 /31 /31 /28 /39 /35 □ /32 /33 /40 □ /28 /47 □ /79 /37 /26 /41 /28 /40 /35 /40 □ /87 /35 /37 /35 □ /31 /26 /37 □ /34 /26 /39 /32 /34 □ /32 /90 /35 /33 /39 /30 /91 /47 □ /28 /33 /31 /26 /37 /74 /32 /29 /28 /26 /33 □ /32 /33 /40 □ /32 /39 /29 /28 /26 /33 /42 /17 /28 /90 /33 /32 /29 /75 /37 /35 /27
/92 /93 □ /3 /37 /35 /32 □ /5 /33 /90 /28 /33 /35 /35 /37/8 /28 /29 /34 /35 /27 /94 /9 /5 /93 /95 /14 /27 □ /4 /8 /4 □ /32 /34 /34 /26 /39 /32 /29 /35 /40 □ /43 /14 /20 /10 /44 /10 /10 /10 □ /26 /31 □ /3 /8 /19 □ /17 /29 /32 /29 /35 □ /96 /35 /33 /35 /37 /32 /34 □ /26 /33 /34 /30 □ /31 /75 /33 /40 /47 □ /31 /26 /37 □ /19 /17 /76 /5 □ /39 /26 /74 /79 /26 /33 /35 /33 /29 /44 □ /26 /33 □ /10 /15 /12 /14 /15 /12 /14 /10 /14 /15 /42 /21 /14 /97 /46 /22 □ /23 /23 /23 /16 /97 /45 /14 /45
/18 /32 /33 /28 /35 /34 □ /77 /75 /28/19 /37 /28 /33 /29 /35 /40 □ /2 /32 /74 /35 /27 /8 /35 /34 /35 /79 /87 /26 /33 /35 □ /2 /26 /27
/0 /26 /37 □ /98 /75 /35 /47 /29 /28 /26 /33 /47 □ /37 /35 /90 /32 /37 /40 /28 /33 /90 □ /31 /28 /33 /32 /33 /39 /35 □ /34 /35 /29 /29 /35 /37 /44 □ /39 /26 /33 /29 /32 /39 /29 /27 /9 /35 /74 /32 /37 /78 /47 /27
/36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /36 /3 /18 /99 /42 □ /19 /9 /25 /100 /5 /4 /8 □ /1 /18/3 /19 /19 /9 /25 /19 /42 /101 /2 /1 /8/17 /8 /3 /8 /5 □ /19 /9 /25 /96 /42 /0 /5 /18 /12 □ /17 /8 /3 /8 /5/5 /2 /4 /101 /24 /77 /9 /3 /2 /4 /5 /3 /24 /25 /101 /2 /8
/3 /19 /19 /9 /25 /19
□ /102 /5 /3 /9
/5 /103 /19 /5 /2 /18 /1 /8 /101 /9 /5
/3 /24 /25 /101 /2 /8
/5 /2 /4 /101 /24 /77 /9 /3 /2 /4 /5
/77 /3 /7 /3 /2 /4 /5
/9 /5 /99 /5 /9 /17 /1 /25 /2
/18 /3 /8 /5 /94
/52 /48 /48 /49 /50 /104 /62 /69
/52 /56 /50 /55 /61 /53
/62 /105 /48 /60 /49 /52 /53 /60 /50 /61
/69 /52 /53 /62
/4 /26 /26 /79 /35 /37 /32 /29 /28 /41 /35 □ /106/26 /37 /78 □ /3 /90 /37 /35 /35 /74 /35 /33 /29/52 /58 /58 /50 /55 /61 /53 /60 /61 /68 □ /60 /61 /59 /50 /49 /56 /52 /53 /60 /50 /61/3 /8 /19 /7 /16 /11 /10 /20 /20 /21 /10 /11 /14 /22 /13 /13 /14 /14 /10 /10 /10 /14 /15 /23/14 /14 /13 /10 /14/14 /10 /15 /10 /97 /14 /10 /13 /10 /10 /43 /14 /20 /10 /44 /10 /10 /10 /42 /10 /10/14 /13 /14 /14 /43 /10 /42 /10 /10 /43 /14 /20 /10 /44 /10 /10 /10 /42 /10 /10/10 /20 /12 /15 /10 /12 /14 /10 /14 /97 /13 /13 /14 /14 /10 /10 /10 /14 /15 /23/14 /13 /13 /10 /45/14 /10 /15 /10 /97 /14 /10 /13 /10 /10 /43 /11 /45 /44 /10 /10 /10 /42 /10 /10/14 /10 /14 /13 /43 /10 /42 /10 /10 /43 /11 /45 /44 /10 /10 /10 /42 /10 /10/10 /20 /12 /15 /10 /12 /14 /10 /14 /20 /94 /19 /34 /35 /32 /47 /35 □ /47 /75 /89 /74 /28 /29 □ /28 /33 /41 /26 /28 /39 /35 /47 □ /29 /26 □ /29 /87 /35 □ /32 /79 /79 /37 /26 /79 /37 /28 /32 /29 /35 □ /18 /28 /47 /29 /37 /28 /39 /29 /47 □ /89 /30 □ /3 /79 /37 /28 /34 □ /13 /47 /29 □ /29 /26 □ /32 /41 /26 /28 /40 □ /31 /75 /33 /40 /47 □ /34 /32 /79 /47 /28 /33 /90 □ /26 /33 □ /29 /87 /35 □ /100 /75 /33 /35 □ /15 /10 /29 /87 □ /37 /35 /41 /35 /37 /47 /28 /26 /33 □ /40 /32 /29 /35 □ /34 /28 /47 /29 /35 /40 □ /32 /89 /26 /41 /35 □ /32 /33 /40 □ /29 /26 □ /32 /34 /34 /26 /88 □ /47 /75 /31 /31 /28 /39 /28 /35 /33 /29 □ /29 /28 /74 /35 /31 /26 /37 □ /3 /39 /39 /26 /75 /33 /29 /28 /33 /90 □ /32 /33 /40 □ /17 /4 /25 □ /30 /35 /32 /37 /16 /35 /33 /40 □ /39 /34 /26 /47 /28 /33 /90 □ /79 /37 /26 /39 /35 /40 /75 /37 /35 /47 /42 /94 /19 /34 /35 /32 /47 /35 □ /37 /35 /31 /35 /37 □ /29 /26 □ /29 /87 /35 □ /32 /79 /79 /34 /28 /39 /32 /89 /34 /35 □ /4 /8 /4 □ /96 /75 /28 /40 /35 /34 /28 /33 /35 /47 □ /31 /26 /37 □ /8 /28 /74 /35 /34 /30 □ /101 /47 /35 □ /26 /31 □ /0 /75 /33 /40 /47 □ /21 /8 /101 /0 /22 □ /19 /37 /26 /41 /28 /47 /28 /26 /33 /47 /42 □ /3 /34 /47 /26 □ /37 /35 /31 /35 /37 □ /29 /26 □ /30 /26 /75 /37 □ /32 /34 /34 /26 /39 /32 /29 /28 /26 /33 □ /33 /26 /29 /28 /31 /28 /39 /32 /29 /28 /26 /33 □ /34 /35 /29 /29 /35 /37 /21 /47 /22 □ /31 /26 /37 □ /32 /34 /34 /26 /39 /32 /29 /28 /26 /33 /16 /47 /79 /35 /39 /28 /31 /28 /39 □ /8 /101 /0 □ /40 /35 /32 /40 /34 /28 /33 /35 /47 /42 /19 /32 /90 /35 /13 /26 /31 /13

RESOLUTION NO. 2023 -

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA, 1)

AUTHORIZING THE ACCEPTANCE OF STATE ACTIVE TRANSPORTATION GRANT FUNDS, FOR THE HIGHLAND AVENUE INTER-CITY BIKE CONNECTION PROJECT (CIP 22-13); AND 2) AUTHORIZING THE ESTABLISHMENT OF AN APPROPRIATION AND CORRESPONDING REVENUE BUDGET IN THE AMOUNT OF $1,837,000.

WHEREAS, on September 2020, staff submitted an application to the California Department of Transportation (Caltrans) under cycle 5 of the State Active Transportation Program (ATP) grant for the Highland Avenue Inter-City Bike Connection project proposing the installation of 0.4 miles of Class IV and Class II bicycle facilities along Highland Avenue from 30th Street to the southern City limits, per the City's Bicycle Master Plan; and WHEREAS, on January 11, 2021, Caltrans awarded a $1,895,000 ATP grant for the Highland Avenue Inter-City Project; and
WHEREAS, the $1,895,000 award was distributed by Project phases as follows; Project Approval and Environmental Documents (PA&ED) - $58,000; Plans, Specifications and Estimate (PS&E) – $260,000; Construction (CON) - $1,577,000; and WHEREAS, on July 20, 2022, Caltrans authorized the City to proceed with the Environmental & Permits phase in the amount of $58,000 with a local match of $2,000; and WHEREAS, on August 16, 2022, the City Council authorized the Mayor to execute Program Supplement Agreement (PSA) No. A062 with Caltrans for the Highland Avenue Inter - City Project to allow for reimbursement of up to $58,000 in eligible project expenditures through the State Active Transportation Program (ATP) and committing to providing a local match of $2,000 necessary to complete the PA&ED phase; and
WHEREAS, on April 5, 2023, Caltrans authorized the City to proceed with the PS&E phase in the amount of $260,000 with no local match, per the “Allocation Letter” and “Finance Letter” attached to the Staff Report; and
WHEREAS, in an effort to streamline the administrative and procedural steps for each phase, staff is requesting authorization to establish a revenue and expenditure account in the amount of $1,837,000, which includes the current $260,000 PS&E phase and anticipated $1,577,000 CON allocations, which require no local match.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:

Section 1: That the City Council hereby authorizes the acceptance of State Active Transportation Grant funds, for the Highland Avenue Inter-City Bike Connection project (CIP 22- 13).

Section 2: That the City Council hereby authorizes the establishment of a revenue and expenditure account in the amount of $1,837,000.

Section 3: That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original Resolutions.

PASSED and ADOPTED this 6th day of June, 2023.

Ron Morrison, Mayor

ATTEST:

Shelley Chapel, MMC, City Clerk

APPROVED AS TO FORM:

Barry J. Schultz, City Attorney

AGENDA REPORT

Department: Engineering
Prepared by: Ricardo Rodriguez, Assistant Engineer-Civil Meeting Date: Tuesday, June 6, 2023
Approved by: Armando Vergara, Acting City Manager

SUBJECT:

Installation of a B lue Curb Disabled Persons Parking Space with Signage in Front of the Residence at 325 Harbison Avenue.

RECOMMENDATION:

Adopt a Resolution Entitled, “Resolution of the City Council of the City of National City, California, Authorizing the Installation of a Blue Curb Disabled Persons Parking Space with Signage in Front of the Residence at 325 Harbison Avenue.”

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

The Traffic Safety Committee unanimously approved staff’s recommendation for the installation of a blue curb disabled persons parking space with signage in front of the residence at 325 Harbison Avenue.

EXPLANATION:

Mr. Mark Ermita, resident of 325 Harbison Avenue, has requested a blue curb disabled persons parking space in front of his residence. The resident possesses a valid disabled persons placard from the California Department of Motor Vehicles. The resident stated that there are 4 vehicles in the household and the driveway can only accommodate one vehicle. The resident also mentioned the garage is currently being used for storage.

Staff visited the site and observed that Mr. Ermita’s residence has a driveway and garage. With permission and supervision, staff measured the driveway and garage. The driveway is approximately 20 feet long by 10.5 feet wide and the garage i s 10 feet wide. The minimum dimensions for a driveway and garage to accommodate a vehicle with a disabled driver or passenger is 20 feet long by 12 feet wide. This condition is not met since the dimensions of the driveway and garage do not meet the minimum parking requirements for disabled persons.

The City Council has adopted a policy which is used to evaluate requests for disabled persons parking spaces. The City Council Disabled Persons Parking Policy requirements for “Special Hardship” cases are as follows:

1. Applicant (or guardian) must be in possession of valid license plates or placard for “disabled persons” or “disabled veterans”. This condition is met.

2. The proposed disabled parking space must be in front (or side if on a corner lot) of the applicant’s (or guardian’s) place of residence. This condition is met.

3. The residence must not have useable off -street parking available or an off -street space available that may be converted into disabled parking. This condition is met.

This item was presented to the Traffic Safety Committee on April 12, 2023. Staff sent notices to area residents inviting them to Zoom-in or call-in to the Traffic Safety Committee Meeting and/or contact staff with any questions. No one was in attendance to speak in support of the blue curb disabled persons parking space.

Staff presented the results of the site evaluation to the Traffic Safety Committee and after discussion, the Traffic Safety Committee voted to approve staff’s recommendation to install a blue curb disabled persons parking space with sign, since all three conditions of the City Council Disabled Persons Parking Policy for “Special Hardship” cases are met.

The applicant for this request was informed that handicap parking spaces do not constitute “personal reserved parking” and that any person with valid “disabled persons” license plates or placards may park in handicap spaces.

Staff is working on a parking implementation plan that will make recommendations to modify Title 11 of the National City Municipal Code to manage future blue curb requests as the City is receiving an increase in the amount of requests for blue curb disabled persons parking spaces. Please see attached Exhibit “B” for the location of existing blue curb disabled persons parking spaces within a 4-block radius from the proposed location for this request.

In addition, staff is developing a process to review the citywide disabled parking inventory on an annual basis to ensure that disabled parking spaces that are no longer necessary are removed.

If approved by City Council, all work will be performed by City Public Works.

FINANCIAL STATEMENT:

N/A

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Public Safety

ENVIRONMENTAL REVIEW:

This is not a project under CEQA and is therefore not subject to environmental review.CCR15378; PRC 21065.

PUBLIC NOTIFICATION:

Agenda Report posted within 72 hours of meeting date and time in accordance with Brown Act.

ORDINANCE:

Not Applicable

EXHIBITS:

Exhibit A – Location Map
Exhibit B – Location Map showing existing blue curb parking spaces in the area Exhibit C – Staff Report to the Traffic Safety Committee on April 12, 2023 (TSC No. 2023-03) Exhibit D – Resolution

Exhibit A: Location Map with Recommended Enhancements (TSC Item: 2023-03) 325 Harbison Ave.

Proposed blue curb
disabled persons
parking space

Exhibit B: Location Map Showing Existing Blue Curb Parking Space (TSC Item: 2023-03) 3108 Division St.
129 S Kenton Ave.
2635 E 4th St.
325 Harbison Ave.

LEGEND
Proposed location
of blue curb parking space

NATIONAL CITY TRAFFIC SAFETY COMMITTEE
AGENDA REPORT FOR APRIL 12, 2023
ITEM TITLE: REQUEST FOR INSTALLATION OF A BLUE CURB DISABLED

PERSONS PARKING SPACE WITH SIGN AGE IN FRONT OF THE
RESIDENCE AT 325 HARBISON AVENUE
PREPARED BY: Ricardo Rodriguez, Assistant Engineer – Civil Engineering & Public Works Department
DISCUSSION:

Mr. Mark Ermita, resident of 325 Harbison Avenue, has requested a blue curb disabled persons parking space in front of his residence. The resident possesses a valid disabled persons placard from the California Department of Motor Vehicles. The resident stated that there are 4 vehicles in the household and the driveway can only accommodate one vehicle.

The resident also mentioned the garage is currently being used for storage.

Staff visited the site and observed that Mr. Ermita’s residence has a driveway and garage.

With permission and supervision, staff measured the driveway and garage. The driveway is approximately 20 feet long by 10.5 feet wide and the garage is 10 feet wide. The minimum dimensions for a driveway and garage to accommodate a vehicle with a disab led driver or passenger is 20 feet long by 12 feet wide. This condition is not met since the dimensions of the driveway and garage do not meet the minimum parking requirements for disabled persons.

The Ci ty Council has adopted a policy which is used to e valuate requests for disabled persons parking spaces. The City Council Disabled Persons Parking Policy requirements for “Special Hardship” cases are as follows:

1. Applicant (or guardian) must be in possession of valid license plates or placard for “disabled persons” or “disabled veterans”. This condition is met.

2. The proposed disabled parking space must be in front (or side if on a corner lot) of the applicant’s (or guardian’s) place of residence. This condition is met.

3. The residence must not have useable off -street parking available or an off -street space available that may be converted into disabled parking. This condition is met.

It shall be noted that disabled persons parking spaces do not constitute “personal reserved parking” and that any pe rson with valid “disabled persons” license plates or placards may park in handicap spaces.

Please see attached exhibit for the location of existing blue curb disabled persons parking spaces within a 4-block radius from the proposed location for this request.

ITEM NO. 2023-03
1

STAFF RECOMMENDATION:

Since all three conditions of the City Council Disabled Persons Parking Policy for “Special Hardship” cases are met, staff recommends the installation of a blue curb disabled persons parking space with signage in front of the residence at 325 Harbison Avenue.

EXHIBITS:

1. Public Request Form

2. Location Map

3. Location Map showing existing blue curb parking spaces in the area

4. Photos

5. City Council Disabled Persons Parking Policy
2023-03

Exhibit A: Location Map with Recommended Enhancements (TSC Item: 2023-03) 325 Harbison Ave.

Proposed blue curb
disabled persons
parking space

Exhibit B: Location Map Showing Existing Blue Curb Parking Space (TSC Item: 2023-03) 3108 Division St.
129 S Kenton Ave.
2635 E 4th St.
325 Harbison Ave.

LEGEND
Proposed location
of blue curb parking space

Location of proposed blue curb disabled persons parking space in front of 325 Harbison Ave (Looking East)

Location of proposed blue curb disabled persons parking space in front of 325 Harbison Ave (Looking North-East) 325 Harbison Ave
Proposed blue curb
parking space
Proposed blue curb
parking space
325 Harbison Ave

RESOLUTION NO. 2023 -

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY ,

CALIFORNIA, AUTHORIZING THE INSTALLATION OF A BLUE CURB DISABLED

PERSONS PARKING SPACE WITH SIGNAGE IN FRONT OF THE RESIDENCE AT 325 HARBISON AVENUE

WHEREAS, Mr. Mark Ermita, resident of 325 Harbison Avenue, has requested a blue curb disabled persons parking space in front of his residence; and WHEREAS, the resident possesses a valid disabled persons placard from the California Department of Motor Vehicles; and
WHEREAS, the resident stated that there are 4 vehicles in the household and the driveway can only accommodate one vehicle; and
WHEREAS, the resident also mentioned the garage is currently being used for storage; and
WHEREAS, staff visited the site and ob served that Mr. Ermita’s residence has a driveway and garage; and
WHEREAS, the driveway is approximately 20 feet long by 10.5 feet wide and the garage is 10 feet wide; and
WHEREAS, the minimum dimensions for a driveway and garage to accommodate a vehicle with a disabled driver or passenger is 20 feet long by 12 feet wide; and WHEREAS, this condition is not met since the dimensions of the driveway and garage do not meet the minimum parking requirements for disabled persons; and WHEREAS, this item was presented to the Traffic Safety Committee on April 12, 2023; and
WHEREAS, staff sent notices to area residents inviting them to Zoom -in or call-in to the Traffic Safety Committee Meeting and/or contact staff with any questions; and WHEREAS, no one was in attendance to speak in support of the blue curb disabled persons parking space; and
WHEREAS, staff presented the results of the site evaluation to the Traffic Safety Committee and after discussion, the Traffic Safety Committee voted to approve staff’s recommendation to install a blue curb disabled persons parking space with sign, since all three conditions of the City Council Disabled Persons Parking Policy for “Special Hardship” cases are met.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,

CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:

Section 1: That the City Council hereby authorizes the installation of a blue curb disabled persons parking space with signage in front of the residence at 325 Harbison Avenue.

Section 2: That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original Resolutions.

PASSED and ADOPTED this 6th day of June, 2023.

Ron Morrison, Mayor

ATTEST:

Shelley Chapel, MMC, City Clerk

APPROVED AS TO FORM:

Barry J. Schultz, City Attorney

AGENDA REPORT

Department: Engineering
Prepared by: Ricardo Rodriguez, Assistant Engineer-Civil Meeting Date: Tuesday, June 6, 2023
Approved by: Armando Vergara, Acting City Manager

SUBJECT:

Installation of a Blue Cu rb Disabled Persons Parking Space with Signage in Front of the Residence at 444 Rachael Avenue.

RECOMMENDATION:

Adopt a Resolution Entitled, “Resolution of the City Council of the City of National City, California, Authorizing the Installation of a Blue Curb Disabled Persons Parking Space with Signage in Front of the Residence at 444 Rachael Avenue.”

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

The Traffic Safety Committee unanimously approved staff’s recommendation for the installation of a blue curb disabled persons parking space with signage in front of the residence at 444 Rachael Avenue.

EXPLANATION:

Mrs. Violeta Reyes, resident of 444 Rachael Avenue, has requested a blue curb disabled persons parking space in front of her residence. The resident possesses a valid disabled persons placard from the California Department of Motor Vehicles. The resident stated that parking in the street is currently limited and that presents a hardship.

Staff visited the site and observed that Mrs. Reyes’ residence has a driveway and garage. With permission and supervision, staff measured the driveway and garage. The driveway is approximately 20 feet long by 10 feet wide and the garage is 10 feet wide. The minimum dimensions for a driveway and garage to accommodate a vehicl e with a disabled driver or passenger is 20 feet long by 12 feet wide. This condition is not met since the dimensions of the driveway and garage do not meet the minimum parking requirements for disabled persons.

The City Council has adopted a policy whic h is used to evaluate requests for disabled persons parking spaces. The City Council Disabled Persons Parking Policy requirements for “Special Hardship” cases are as follows:

1. Applicant (or guardian) must be in possession of valid license plates or plac ard for “disabled persons” or “disabled veterans”. This condition is met.

2. The proposed disabled parking space must be in front (or side if on a corner lot) of the applicant’s (or guardian’s) place of residence. This condition is met.

3. The residence must not have useable off -street parking available or an off -street space available that may be converted into disabled parking. This condition is met.

This item was presented to the Traffic Safety Committee on April 12, 2023. Staff sent notices to area residents inviting them to Zoom-in or call-in to the Traffic Safety Committee Meeting and/or contact staff with any questions. No one was in attendance to speak in support of the blue curb disabled persons parking space.

Staff presented the results of t he site evaluation to the Traffic Safety Committee and after discussion, the Traffic Safety Committee voted to approve staff’s recommendation to install a blue curb disabled persons parking space with sign, since all three conditions of the City Council Disabled Persons Parking Policy for “Special Hardship” cases are met.

The applicant for this request was informed that handicap parking spaces do not constitute “personal reserved parking” and that any person with valid “disabled persons” license plates or placards may park in handicap spaces.

Staff is working on a parking implementation plan that will make recommendations to modify Title 11 of the National City Municipal Code to manage future blue curb requests as the City is receiving an increase in the amount of requests for blue curb disabled persons parking spaces. Please see attached Exhibit “B” for the location of existing blue curb disabled persons parking spaces within a 4-block radius from the proposed location for this request.

In addition, staff is developing a process to review the citywide disabled parking inventory on an annual basis to ensure that disabled parking spaces that are no longer necessary are removed.

If approved by City Council, all work will be performed by City Public Works.

FINANCIAL STATEMENT:

N/A

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Public Safety

ENVIRONMENTAL REVIEW:

This is not a project under CEQA and is therefore not subject to environmental review.CCR15378; PRC 21065.

PUBLIC NOTIFICATION:

Agenda Report posted within 72 hours of meeting date and time in accordance with Brown Act.

ORDINANCE:

Not Applicable

EXHIBITS:

Exhibit A – Location Map
Exhibit B – Location Map showing existing blue curb parking spaces in the area Exhibit C – Staff Report to the Traffic Safety Committee on April 12, 2023 (TSC No. 2023-04) Exhibit D – Resolution

Exhibit A: Location Map with Recommended Enhancements (TSC Item: 2023-04) 444 Rachael Ave.

Proposed blue curb
disabled persons
parking space
Existing blue curb
disabled persons
parking space at
421 Rachael Ave.

Existing blue curb
disabled persons
parking space at
405 Rachael Ave.

Exhibit B: Location Map Showing Existing Blue Curb Parking Space (TSC Item: 2023-04) 405 Rachael Ave.
421 Rachael Ave.
129 S Kenton Ave.
444 Rachael Ave.

LEGEND
Proposed location
of blue curb parking space

NATIONAL CITY TRAFFIC SAFETY COMMITTEE
AGENDA REPORT FOR APRIL 12, 2023

ITEM TITLE: REQUEST FOR INSTALLATION OF A BLUE CURB DISABLED

PERSONS PARKING SPACE WITH SIGN AGE IN FRONT OF THE
RESIDENCE AT 444 RACHAEL AVENUE

PREPARED BY: Ricardo Rodriguez, Assistant Engineer – Civil Engineering & Public Works Department

DISCUSSION:

Mrs. Violeta Reyes, resident of 444 Rachael Avenue, has requested a blue curb disabled persons parking space in front of her residence. The resident possesses a valid disabled persons placard from the California Department of Motor Vehicles. The resident stated that parking in the street is currently limited and that presents a hardship.

Staff visited the site and observed that Mrs. Reyes’ residence has a driveway and garage.

With permission and supervision, staff measured the driveway and garage. The driveway is approximately 20 feet long by 10 feet wide and the garage is 10 feet wide. The minimum dimensions for a driveway and garage to accommodate a vehicle with a disabled driver or passenger is 20 feet long by 12 feet wide. This condition is not met since the dimensions of the driveway and garage do not meet the minimum parking requi rements for disabled persons.

The Ci ty Council has adopted a policy which is used to evaluate requests for disabled persons parking spaces. The City Council Disabled Persons Parking Policy requirements for “Special Hardship” cases are as follows:

1. Applicant (or guardian) must be in possession of valid license plates or placard for “disabled persons” or “disabled veterans”. This condition is met.

2. The proposed disabled parking space must be in front (or side if on a corner lot) of the applicant’s (or guardian’s) place of residence. This condition is met.

3. The residence must not have useable off -street parking available or an off -street space available that may be converted into disabled parking. This condition is met.

It shall be noted that disabled persons parking spaces do not constitute “personal reserved parking” and that any person with valid “disabled persons” license plates or placards may park in handicap spaces.

Please see attached exhibit for the location of existing blue curb disabled persons parking spaces within a 4-block radius from the proposed location for this request.

ITEM NO. 2023-04
2

STAFF RECOMMENDATION:

Since all three conditions of the City Council Disabled Persons Parking Policy for “Special Hardship” cases are met, staff recommends the installation of a blue curb disabled persons parking space with signage in front of the residence at 444 Rachael Avenue.

EXHIBITS:

1. Public Request Form

2. Location Map

3. Location Map showing existing blue curb parking spaces in the area

4. Photos

5. City Council Disabled Persons Parking Policy

2023-04

Exhibit A: Location Map with Recommended Enhancements (TSC Item: 2023-04) 444 Rachael Ave.

Proposed blue curb
disabled persons
parking space
Existing blue curb
disabled persons
parking space at
421 Rachael Ave.

Existing blue curb
disabled persons
parking space at
405 Rachael Ave.

Exhibit B: Location Map Showing Existing Blue Curb Parking Space (TSC Item: 2023-04) 405 Rachael Ave.
421 Rachael Ave.
129 S Kenton Ave.
444 Rachael Ave.

LEGEND
Proposed location
of blue curb parking space

Location of proposed blue curb disabled persons parking space in front of 444 Rachael Ave (Looking West)

Location of proposed blue curb disabled persons parking space in front of 444 Rachael Ave (Looking North-West) 444 Rachael Ave
444 Rachael Ave
Proposed blue curb
parking space
Proposed blue curb
parking space

RESOLUTION NO. 2023 -

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY ,

CALIFORNIA, AUTHORIZING THE INSTALLATION OF A BLUE CURB DISABLED

PERSONS PARKING SPACE WITH SIGNAGE IN FRONT OF THE RESIDENCE AT 444 RACHAEL AVENUE

WHEREAS, Mrs. Violeta Reyes, resident of 444 Rachael Avenue, has requested a blue curb disabled persons parking space in front of his residence; and WHEREAS, the resident possesses a valid disabled persons placard from the California Department of Motor Vehicles; and
WHEREAS, the resident stated that parking in the street is currently limited and that presents a hardship; and
WHEREAS, staff visited the site and observed that Mr s. Reyes’ residence has a driveway and garage; and
WHEREAS, the driveway is approximately 20 feet long by 10 feet wide and the garage is 10 feet wide; and
WHEREAS, the minimum dimensions for a driveway and garage to accommodate a vehicle with a disabled driver or passenger is 20 feet long by 12 feet wide; and WHEREAS, this condition is not met since the dimensions of the driveway and garage do not meet the minimum parking requirements for disabled persons; and WHEREAS, this item was presented to the Traffic Safety Committee on April 12, 2023; and
WHEREAS, staff sent notices to area residents inviting them to Zoom -in or call-in to the Traffic Safety Committee Meeting and/or contact staff with any questions; and WHEREAS, no one was in attendance to speak in support of the blue curb disabled persons parking space; and
WHEREAS, staff presented the results of the site evaluation to the Traffic Safety Committee and after discussion, the Traffic Safety Committee voted to approve staff’s recommendation to install a blue curb disabled persons parking space with sign, since all three conditions of the City Council Disabled Persons Parking Policy for “Special Hardship” cases are met.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY,

CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:

Section 1: That the City Council hereby authorizes the installation of a blue curb disabled persons parking space with signage in front of the residence at 444 Rachael Avenue.

Section 2: That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original Resolutions.

PASSED and ADOPTED this 6th day of June, 2023.

Ron Morrison, Mayor

ATTEST:

Shelley Chapel, MMC, City Clerk

APPROVED AS TO FORM:

Barry J. Schultz, City Attorney

AGENDA REPORT

Department: Engineering and Public Works
Prepared by: Luca Zappiello, Associate Engineer - Civil Meeting Date: Tuesday, June 6, 2023
Approved by: Armando Vergara, Acting City Manager

SUBJECT:

Installation of Loading and Unloading Signage Valid Fridays from 8 a.m. to 2 p.m. in Front of “Iglesia Metodista Libre Emanuel” Church Located at 2529 “D” Avenue.

RECOMMENDATION:

Adopt a Resolution Entitled, "Resolution of the City Council of the City of National City , California, Authorizing the Installation of 32 feet of Loading and Unloading Signage Valid Fridays from 8 a.m. to 2 p.m. in Front of the C hurch “Iglesia Metodista Libre Eman uel” Located at 2529 “D” Avenue.”

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

The Traffic Safety Committee unanimously approved staff’s recommendation for the installation of loading and unloading signage valid Fridays from 8 a.m. to 2 p.m. in front of the Church “Iglesia Metodista Libre Emanuel” located at 2529 “D” Avenue.

EXPLANATION:

Mr. Joe Mendoza, representative of the Church “Iglesia Metodista Libre Emanuel” (Church) located at 2529 “D” Avenue, has requested the installation of loading and unloading signage in front of the Church valid Fridays from 8 a.m. to 2 p.m. Mr. Mendoza stated that Feeding San Diego delivers supplies to the Church every Friday. Since the on-street parking spaces in front of the Church are occupied by vehicles, the delivery truck has to park on the adjacent r ed curb “No Parking” located north of the Church, creating visibility and safety issues for vehicles exiting Orrell Drive and for vehicles traveling northbound on “D” Avenue. Mr. Mendoza stated that the installation of loading and unloading signage in front of the Church would allow the delivery truck to park in front of the Church to facilitate unloading operations and improve safety and visibility for the vehicles traveling by the Church.

Staff visited the site and verified that the Church is located on the east side of “D” Avenue, north of 26th Street. The Church has one off-street parking lot located on the east side of the Church and two driveway aprons located on the north and south side of the Church at D Avenue (see location map). Staff measured the curb in front of the Church and determined that there are 32 feet of unrestricted on-street parking. The on-street parking in the area is heavily utilized by residents living in the area.

This item was presented to the Traffic Safety Committee on April 1 2, 2023. Staff sent notices to area residents inviting them to the Traffic Safety Committee Meeting and/or

contact staff with any questions. No one was in attendance to speak in support of the item.

Staff presented the results of the site evaluation to the Traffic Safety Committee and after discussion, the Traffic Safety Committee voted to approve staff’s recommendation to install a 32 feet of loading and unloading signage valid Fridays from 8 a.m. to 2 p.m. in front of the church “Iglesia Metodista Libre Emanuel” located at 2529 “D” Avenue.

If approved by City Council, all work will be performed by City Public Works.

FINANCIAL STATEMENT:

The signage and curb marking cost is $150 and will involve two Public Works staff for approximately three hours.

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Public Safety

ENVIRONMENTAL REVIEW:

This is not a project under CEQA and is therefore not subject to environmental review.CCR15378; PRC 21065.

PUBLIC NOTIFICATION:

Agenda Report posted within 72 hours of meeting date and time in accordance with Brown Act.

ORDINANCE:

Not Applicable

EXHIBITS:

Exhibit A - Map
Exhibit B -Staff Report to the Traffic Safety Committee April 12, 2023 (TSC No. 2023-05) Exhibit C - Resolution

Exhibit A - Location Map with Recommended Enhancements
D Avenue
E 26th Street
32’ of proposed
loading and unloading
signage valid Fridays
from 8 a.m. to 2 p.m.
(1 parking spaces)
Church “Iglesia Metodista Libre
Emanuel” – 2529 D Avenue
Parking space

NATIONAL CITY TRAFFIC SAFETY COMMITTEE
AGENDA REPORT FOR APRIL 12, 2023
ITEM TITLE: REQUEST TO INSTALL 32 FEET OF LOADING AND UNLOADING SIGNAGE VALID FRIDAYS FROM 8 A.M. TO 2 P.M. IN FRONT OF THE CHURCH “ IGLESIA METODISTA LIBRE EMANUEL ”
LOCATED AT 2529 “D” AVENUE
PREPARED BY: Luca Zappiello, Assistant Engineer - Civil Engineering & Public Works Department
DISCUSSION:

Mr. Joe Mendoza, representative of the Church “Iglesia Metodista Libre Emanuel” (Church) located at 2529 “D” Avenue, has requeste d the installation of loading and unloading signage in front of the Church valid Fridays from 8 a .m. to 2 p.m. Mr. Mendoza stated tha t Feeding San Diego delivers supplies to the Church every Friday. Since the on-street parking spaces in front of the Church are occupied by vehicles, the delivery truck has to park on the adjacent red curb “No Parking” located north of the Church, creating visi bility and safety issues for vehicles exiting Orrell Drive and for vehicles traveling northbound on “D” Avenue. Mr. Mendoza stated tha t the installation of loading and unloading signage in front of the Church would allow the delivery truck to park in front of the Church to facilitate unloading operations and improve safety and visibility for the vehicles traveling by the Church.

Staff visited the site and verified that the Church is located on the east side of “D” Avenue, north of 26 th Street. The Church has one off-street parking lot located on the east side of the Church and two driveway ap rons located on the north and south side of the Church at D Avenue (see location map). Staff measured the curb in front of the Church and determined that there are 32 feet of unrestricted on-street parking. The on-street parking in the area is heavily utilized by residents living in the area.

Staff notified the Church representatives to attend the Traffic Safety Committee Meeting and/or contact staff with any questions.

STAFF RECOMMENDATION:

Based on evaluation of existing conditions, staff recommends the installation of 32 feet of loading and unloading signage in front of the Church valid Fridays from 8 a .m. to 2 p .m.

This will result in the loss of one (1) on-street parking space.

If approved by City Council, all work will be performed by City Public Works.

EXHIBITS:

1. Correspondence

2. Public Notice

3. Location Map

4. Photos
2023-05
ITEM NO. 2023-05
3

1 Luca Zappiello
From: Joe Mendoza <[email protected]>
Sent: Friday, January 20, 2023 10:22 AM
To: Luca Zappiello
Subject: Re: Public Request: Ministry of Jerusalem
CAUTION: This email originated from outside your organization. Exercise caution when opening attachments or clicking links, especially from unknown senders.

Thank you for your help Luca, the only thing now is a no parking on Fridays 8am to 2pm. This would help avoid vehicle parked in this area as we attend the community

Location Map with Recommended Enhancements (TSC Item: 2023-05)

D Avenue
E 26th Street
32’ of proposed
loading and unloading
signage valid Fridays
from 8 a.m. to 2 p.m.
(1 parking spaces)
Church “Iglesia Metodista Libre
Emanuel” – 2529 D Avenue
Parking space

Location of proposed loading and unloading signage (looking north)

Location of proposed loading and unloading signage (looking east)

Church “Iglesia Metodista
Libre Emanuel”
Church “Iglesia Metodista
Libre Emanuel”
32’ of proposed loading and
unloading signage valid Fridays from
8 a.m. to 2 p.m. (1 parking spaces)

32’ of proposed loading and
unloading signage valid Fridays from
8 a.m. to 2 p.m. (1 parking spaces)

RESOLUTION NO. 2023 -

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY , CALIFORNIA, AUTHORIZING THE INSTALLATION OF 32 FEET OF LOADING AND UNLOADING SIGNAGE VALID FRIDAYS FROM 8 A.M. TO 2 P.M. IN FRONT OF “IGLESIA METODISTA LIBRE EMANUEL” CHURCH LOCATED AT 2529 “D” AVENUE.”

WHEREAS, Mr. Joe Mendoza, a representative of the Church “Iglesia Metodista Libre Emanuel” (Church) located at 2529 “D” Avenue, has requested the installation of loading and unloading signage in front of the Church valid Fridays from 8 a.m. to 2 p.m; and WHEREAS, Mr. Mendoza stated that Feeding San Diego delivers supplies to the Church every Friday; and
WHEREAS, since the on -street parking spaces in front of the Church are occupied by vehicles, the delivery truck has to park on the adjacent red curb “No Parking” located north of the Church, creating visibility and safety issues for vehicles exiting Orrell Drive and for vehicles traveling northbound on “D” Avenue; and
WHEREAS, Mr. Mendoza stated that the installation of loading and unloading signage in front of the Church would allow the delivery truck to park in front of the Church to facilitate unloading operations and improve safety and visibility for the vehicles traveling by the Church ; and
WHEREAS, staff visited the site and verified that the Church is located on the east side of “D” Avenue, north of 26th Street; and
WHEREAS, the Church has one off -street parking lot located on the east side of the Church and two driveway aprons located on the north and south side of the Church at D Avenue; and
WHEREAS, staff measured the curb in front of the Church and determined that there are 32 feet of unrestricted on-street parking and the on-street parking in the area is heavily utilized by residents living in the area; and
WHEREAS, this item was presented to the Traffic Safety Committee on April 12, 2023 ; and
WHEREAS, staff sent notices to area residents inviting them to the Traffic Safety Committee Meeting and/or contact staff with any questions and no one was in attendance to speak in support of the item.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:

Section 1: That the City Council hereby authorizes the installation of 32 feet of loading and unloading signage valid Fridays from 8 a.m. to 2 p.m. in front of the church “Iglesia Metodista Libre Emanuel” located at 2529 “D” Avenue.

Section 2: That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original Resolutions.

PASSED and ADOPTED this 6th day of June, 2023.

Ron Morrison, Mayor

ATTEST:

Shelley Chapel, MMC, City Clerk

APPROVED AS TO FORM:

Barry J. Schultz, City Attorney

AGENDA REPORT

Department: Engineering and Public Works
Prepared by: Luca Zappiello, Associate Engineer - Civil Meeting Date: Tuesday, June 6, 2023
Approved by: Armando Vergara, Acting City Manager

SUBJECT:

Project Close-Out and Notice of Completion for Three CIP Construction Projects.

RECOMMENDATION:

Adopt a Resolution Entitled, “Resolution of the City Council of the City of National City, California, 1) Accepting the Work Performed by the General Contractors on the Following Three Projects: a) El-Toyon-Las Palmas Bicycle Corridor Project, CIP No. 19 -02; b) Roosevelt Smart Growth Corridor Project, CIP No. 19 -19; c) Citywide Safe Routes to School Project, CIP No. 19 -04; 2) Approving the Final Contract Amounts; 3) Ratifying the Release of Retentions; and 4) Authorizing the Mayor to Sign the Notice of Completion for the Projects.”

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

Not Applicable.

EXPLANATION:

Staff is recommending the City Council accept the work performed by the general contractors on the following three projects identified below: 1) El Toyon -Las Palmas Bicycle Corridor project, CIP No. 19-02; 2) Roosevelt Smart Growth Corridor project, CIP No. 19-19; 3) Citywide Safe Routes To School project CIP No. 19 -04. The construction information for each project is identified in table 1.1, which includes the project construction dates, original contract amount and final contract amount. It should be noted that all of the projects have been completed within the approved contingency identified in the contract award. In addition, staff has attached the project award resolutions and final contract balance of each project to this agenda report.

The total construction cost for these projects is $4,979,294 which includes the following funding sources: $4,909,280 of grant funding, $70,013.39 Gas Tax.

If the City Council accepts the work for all of these projects, staff will file Notices of Completion with the San Diego County Recorder’s Office.

1. El Toyon-Las Palmas Bicycle Corridor project, CIP No. 19-02 The project constructed a new bicycle corridor parallel to the east side of I-805 connecting El Toyon Park and Las Palmas Park , improvements along the bicycle c orridor included Class II and III bike route pavement markings (sharrows) and signage; pedestrian curb ramps for ADA compliance; traffic calming measures such as pedestrian refuge islands,

corner bulb -outs and pedestrian actuated flashing crosswalk signs; and storm water treatment infiltration areas.

As a result of the satisfactory completion of the project, staff recommends that City Council; 1) accept the work performed by Crest Equipment Inc. for the El Toyon -Las Palmas Bicycle Corridor project, CIP No. 19-02; 2) approve the final contract amount of $1,441,668.46; 3) ratify the release of retention in the amount of $36,041.71; and 4) authorize the Mayor to sign the Notice of Completion for the project.

2. Roosevelt Smart Growth Corridor project, CIP No. 19-19 The project enhanced pedestrian and bicycle connections between Naval Base San Diego, the 8 th Street Trolley Station, and Downtown National City. The project provided streetscape, lighting, signage, mobility options, urban greening, and parking on the east side of Roosevelt Avenue, between 8th Street and National City Blvd.

As a result of the sat isfactory completion of the project, staff recommends that City Council; 1) accept the work performed by Tri-Group Construction and Development, Inc. for the Roosevelt Smart Growth Corridor project, CIP No. 19 -19; 2) approve the final contract amount of $2 ,244,704.21; 3) ratify the release of retention in the amount of $62,869.99; and 4) authorize the Mayor to sign the Notice of Completion for the project.

3. Citywide Safe Routes to School project, CIP No. 19-04 The project addressed ADA barriers by providing the following enhancements: 27 high visibility continental crosswalks, 51 ADA accessible ramps with truncated domes, pedestrian crosswalk signs, and approximately 20,000 square feet of sidewalk replacement at locations near elementary schools and Granger Junior High School. The project included the construction of a neighborhood traffic circle at the intersection of Newell Street and E. 20th Street, with traffic calming curb extensions and speed cushions near Las Palmas Elementary School between E. 20th Street and 22nd Street.

As a result of the satisfactory completion of the project, staff recommends that City Council; 1) accept the work performed by Tri-Group Construction and Development, Inc. for the Citywide Safe Routes to School project , CIP No. 19 -04; 2) approve the final contract amount of $1,300,646.44; 3) ratify the release of retention in the amount of $65,032.32; and 4) authorize the Mayor to sign the Notice of Completion for the project.

No Projects CIP Contractor
Contract
Award -
Council
Resolutions Start Date
Completion
Date
Original
Contract
Amount
Change
Orders
Line Item
Adjustment
Final Contract
Amount
1 El Toyon-Las
Palmas Bicycle
Corridor project 19-02
Crest Equipment
Inc. 2021-174 1/31/2022 10/21/2022 $1,281,798.37 $152,145.02 $7,725.07 $1,441,668.46 2 Roosevelt Smart
Growth
Corridor project 19-19
Tri-Group
Construction and
Development, Inc. 2020-226 1/19/2021 3/29/2023 $2,049,491.00 $127,242.41 $67,970.80 $2,244,704.21 3 Citywide Safe
Routes to
School project 19-04
Tri-Group
Construction and
Development, Inc. 2019-175 12/1/2021 3/6/2023 $1,403,820.00 $53,607.67 -$156,781.23 $1,300,646.44

Table 1.1 - Construction Information

FINANCIAL STATEMENT:

The total construction cost for these projects is $4,979,294, which includes the following funding sources: $4,909,280 of grant funding, $70,013.39 Gas Tax. Any remaining unspent project budget allocated from the Gas Tax Fund will return to fund balance.

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Transportation Choices and Infrastructure

ENVIRONMENTAL REVIEW:

This is a project under CEQA subject to a Categorical Exemption. Existing Facilities. CCR 15301(c).

PUBLIC NOTIFICATION:

Agenda Report posted within 72 hours of meeting date and time in accordance with Brown Act.

ORDINANCE:

Not Applicable

EXHIBITS:

Exhibit A – Project award resolutions
Exhibit B – Final Contract Balances
Exhibit C – Notice of Completions
Exhibit D – Resolution

RESOLUTION NO. 2021 - 174

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA 1) AWARDING AND AUTHORIZING THE MAYOR TO EXECUTE THE CONTRACT TO CREST EQUIPMENT INC. IN THE NOT-TO-EXCEED AMOUNT OF $1,281,798.37 FOR THE EL TOYON LAS PALMAS BICYCLE CORRIDOR PROJECT, CIP NO. 19-02;2) AUTHORIZING A 15% CONTINGENCY FOR $192,269.76 FOR ANY

UNFORESEEN CHANGES
WHEREAS, the for the El Toyon-Las Palmas Bicycle Corridor Project (“Project") includesthe constructionof a new bicyclecorridorparallelto the east side of I-805connecting El Toyon Park and Las Palmas Park; and
WHEREAS, improvements along the bicyclecorridorwillincludeClass IIand Illbike route pavement markings (sharrows) and signage; pedestrian curb ramps for ADA compliance; trafficcalming measures such as pedestrian refuge islands,corner buIb-outs, and pedestrian actuated flashingcrosswalk signs;and stormwater treatment infiltrationareas; and
WHEREAS, on September 30, 2021, the Cityof NationalCity(“City”)posted the bid solicitationon PlanetBids, a free publicelectronicbidding system for contractors,and on October 5, 2021, and October 12, 2021, the Cityadvertisedinlocalnewspapers; and WHEREAS, on October 22, 2021, the City received eight (8) bids by the 1:00 pm. deadline forthe Project;and
WHEREAS, Crest Equipment Inc.was the lowest responsive bidder with a totalbid amount of $1,281,798.37;and
WHEREAS, upon review of alldocuments submitted, City staffdetermined Crest Equipment Inc.isthe lowest responsive bidder qualifiedto perform the work as described in the Projectspecifications;and
WHEREAS, Citystaffrecommends awarding a contractto Crest Equipment Inc.inthe not—to-exceedamount of$1,281,798.37;and
WHEREAS, City staffrequests City Council authorize the Mayor to execute the contract with Crest Equipment Inc.forthe Project;and
WHEREAS, City stafffurtherrequests City Council authorize a 15% contingency amount up to $192,269.76 forany unforeseen conditionsthatmay ariseduringthe Project.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:

Section 1: Awards the El Toyon Las Palmas BicycleCorridorProject,CIP No. 19- 02, to the lowest responsive, responsible bidder, to wit:

CREST EQUIPMENT INC.

Section 2: Authorizes the Mayor to execute a contractwith Crest Equipment Inc. for$1,281,798.37 forthe El Toyon Las Palmas BicycleCorridorProject,CIP No. 19-02.

Resolution No. 2021 — 174
Page Two
Section 3: Authorizes a 15% contingency inthe amount of up to $$192,269.76 for any unforeseen changes.

Section 4: The CityClerk shallcertifythe passage and adoption of thisResolution and enter itintothe book of originalResolutions.

PASSED and ADOPTED this 16th day of November, 20 1.

Alejandra Sotelo—Solis,Mayor
ATTEST:

Luz Molinaéity Clerk
APPROVED AS TO FORM:

Passed and adopted by the City Council of the City of National City,California,on November 16, 2021, by the followingvote,to-wit:

Ayes: Sotelo-Solis,Rodriguez, Morrison, Rios.

Nays: None.

Absent: Bush
Abstain: None.

AUTHENTICATED BY: ALEJANDRA SOTELO-SOLIS
Mayor ofthe Cityof NationalCity,California

RESOLUTION NO. 2021 - 175

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA, 1) AWARDING AND AUTHORIZING THE MAYOR TO EXECUTE THE CONTRACT TO TRI-GROUP CONSTRUCTION AND DEVELOPMENT, INC. IN THE NOT-TO-EXCEED AMOUNT OF $1,403,820.00 FOR THE CITYWIDE SAFE ROUTES TO SCHOOL PROJECT, CIP NO. 19-04; AND 2) AUTHORIZING A 15% CONTINGENCY IN THE AMOUNT OF $210,573.00 FOR ANY UNFORESEEN

CHANGES
WHEREAS, the National City SRTS Ped Enhancements Project (“Project”) improvements are based on barriersidentifiedduring a series of comprehensive Walk Audits as partof the City’sSMART Foundation Plan; and
WHEREAS, pedestrian barriers identifiedduring the walk audit include: lifted sidewalks, substandard pedestrian curb ramps, and a lack of crosswalks, pedestrian ramps, signage and signals;and
WHEREAS, the Project will address these barriers by providing the following enhancements: twenty-seven (27) high visibilitycontinental‘crosswalks,fifty-one(51) ADA accessible ramps with truncated domes, pedestrian crosswalk signs, and approximately 20,000 square feet of sidewalk replacement at locations near elementary schools and Granger Junior High School; and
WHEREAS, additional proposed improvements include the construction of a neighborhood trafficcircleatthe intersectionof Newell Streetand East 20thStreet,withtraffic calming curb extensions and speed cushions near Las Palmas Elementary School between East 20thStreetand 22ndStreet;and
WHEREAS, on September 30, 2021, the Cityof NationalCity(“City”)posted the bid solicitationon PlanetBids, a free public electronicbidding system for contractors,and on October 5, 2021, and October 11, 2021, the Cityadvertised inlocalnewspapers; and WHEREAS, on October 29, 2021, the City received four (4) bids by the 2:00 pm. deadline forthe Project;and
WHEREAS, Tri-Group Constructionand Development, Inc.was the apparent lowest bidderwitha totalbidamount of $1,700,000.00;and
WHEREAS, upon review of alldocuments submitted,Citystaffdetermined Tri-Group Constructionand Development, Inc.isthe lowest responsive bidder qualifiedto perform the work as described in the Projectspecifications;and
WHEREAS, Citystaffrecommends awarding a contracttoTri-Group Construptionand Development, inc.in the amount not to exceed $1,403,820.00; and WHEREAS, Citystafffurtherrecommends authorizinga 15% contingency amount up to $210,573.00 to address any unforeseen conditionsthatmay arise. ///

Resolution No. 2021 — 175
Page Two

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:

Section 1: Awards the Citywide Safe Routes to School Project,ClP No. 19—04, to the lowest responsive,responsiblebidder,to wit:

TRI-GROUP CONSTRUCTION AND DEVELOPMENT, INC.

Section 2: Authorizes the Mayor to execute a contractfor$1,403,820.00 with Tri- Group Construction and Development, Inc.forthe Citywide Safe Routes to School Project, CIP No. 19-04.

Section 3: Authorizes a 15% contingency in the amount of up to $210,573.00 for any unforeseen changes.

Section 4: The CityClerk shallcertifythe passage and adoption of thisResolution and enter itintothe book of originalResolutions.

PASSED and ADOPTED this 16th day of November, 2021.
j”Alejandra Sotelo-Solis,Mayor

ATTEST:

Luz Molina CityClerk
APPROVED AS TO FORM:

Charles E. Bell Jr.,City

Passed and adopted by the City Council of the City of NationalCity,California,on November 16, 2021, by the followingvote, to—wit:

Ayes: Sotelo—Solis,Rodriguez, Morrison, Rios.

Nays: None.

Absent: Bush
Abstain: None.

AUTHENTICATED BY: ALEJANDRA SOTELO-SOLIS
Mayor of the Cityof NationalCity,California

FINAL CONTRACT BALANCE

DATE: March 30, 2023
PROJECT: El Toyon-Las Palmas Bicycle Corridor, ATPL-5066 (032) FY 22-23
CIP No. 19-02

TO: Crest Equipment Inc.
13794 Highway 8 Suite 2ad, Suite A
El Cajon, CA 92021

ORIGINAL CONTRACT AMOUNT: $ 1,281,798.37
START DATE: January 31, 2022
COMPLETION DATE: October 21, 2022
ORIGINAL CONTRACT LENGTH: 140 Working Days
EXTENTION OF WORK DAYS: 31 Working Days
WORKING DAYS SUSPENDED: 17 Working Days
TOTAL CONTRACT TIME: 184 Working Days
FINAL CONTRACT AMOUNT: $1,441,668.46.

DESCRIPTION:

The Final Contract Balance reports final line-item amounts and summarizes all change orders to produce a final contract amount.

CHANGE ORDERS AND LINE-ITEM ADJUSTMENTS:

Change Order #1 directed the Contractor to remove previously set forms, resurvey per the new design, regrade and place base as needed and set new forms to the elevations required from the redesign along T Ave. between Sta. 10+80 to 11+73. All work was performed on a T&M basis. This Change Order total amount was $ 12,340.94.

Change Order #2 directed the Contractor to install 2 each 3309 pull boxes per the SDG&E service plans at 18th and Grove and 8th and T. This Change Order total amount was $ 2,520.00.

Change Order #3 directed the Contractor to remove existing sidewalk forms and reinstall new forms for a 6" curb at the NE corner of 18th & Grove to facilitate a design modification. The Contractor was also directed to place a cold mix within the pathway on 18th St for pedestrian safety due to delays caused by the SDGE service order delays. This Change Order total amount was $ 1,384.47

FINAL CONTRACT BALANCE
El Toyon-Las Palmas Bicycle Corridor, ATPL-5066 (032), CIP 19-02

Change Order #4 The City has directed the Contractor to install an additional curb at the back of the sidewalk at the intersection of 18th and Grove and again at various locations along T Ave. south of 4th Ave to accommodate a redesign. The Contractor was required to place this curbing to reduce the potential for water run-off over the city sidewalk. The Contractor placed a total of 71 LF of the monolithic curb at an agreed price of $58 per LF and 243.5 LF of pin on the curb at an agreed price of $72 per LF. This Change Order total amount was $ 21,650.00.

Change Order #5 directed the Contractor to install twelve-speed cushions along U Ave. between 4th and Division at four separate locations to replace the existing asphalt speed bumps removed during paving.

The new speed cushions met National City Fire's request to facilitate their engine mobility. This Change Order total amount was $ 25,291.83.

Change Order #6 directed the Contractor to remove the dedicated bike lane striping and bike legend, gray the red curb and provide two additional sharrows for SB Grove between 18th and 20th. This Change Order total amount was $ 7,748.27.

Change Order #7 directed the Contractor to install a total of 6 flexible delineators with OM3-R object markers. 3 along the bulb-out at 18th & Grove and 3 on the noses of the protected bike lane at 8th & T Ave. This Change Order total amount was $ 4,912.14.

Change Order #8 The City has directed the Contractor to remove the rock mulch and replace it with stabilized DG at the intersection of 18th & Grove. All related costs have been authorized at the agreed lump sum price listed below. This Change Order total amount was $ 22,243.52.

Change Order #9 directed the Contractor to perform misc. electrical work on a T&M basis. The work consisted of exploring the DLC conduit at Plaza and Grove in an attempt to remove the existing wire, install conduit for the service point at 18th and Grove and 8th and T and complete all other work necessary to energize service points per SDG&E. This Change Order total amount was $ 18,966.58

Change Order #10 directed the Contractor to perform the installation of a new DLC conduit at Plaza and Grove and pull new DLC wire on a T&M basis.

Previous exploratory work determined the existing conduit was inoperable and new conduit had to be installed to pull the additional wire needed for the added loops. All work was tracked on a T&M basis.

This Change Order total amount was $ 39,187.65.

Change Order #11 directed the Contractor to complete the additional sidewalk panel replacement at 18th and Grove on a T&M basis as the Contractor was unable to complete this work as originally scheduled due to SDG&E delays. All work was tracked on a T&M basis less the credit for the original contract unit price sidewalk. This Change Order total amount was $ 6,230.72.

Change Order #12 directed the Contractor to install one additional D11-1 traffic sign at the NE corner of 4th and Grove. This Change Order total amount was $ 1,072.96.

Change Order #13 accepted credit from the Contractor for a modified scope of work on Grove between 14th and Plaza. The credit consisted of $55 per ton (103.147 tons) for the dig-outs performed, a credit of

FINAL CONTRACT BALANCE
El Toyon-Las Palmas Bicycle Corridor, ATPL-5066 (032), CIP 19-02

$15 per ton (122.742 tons) for the overlay work, and a $5000 credit for the reduced traffic control scope. This Change Order total credit amount was $ 12,514.25.

Change Order #14 directed the Contractor to pull wire to the final service location. This Change Order total amount was $ 1,110.19.

All Change Orders listed above increased the total contract amount by $152,145.02.

Line item adjustments per the attached FINAL BILLING STATEMENT resulted in an increase of $ 7,725.07.

CONTRACT ADJUSTMENT:

As a result of the above change orders and line-item adjustments, the contract price is adjusted as follows:

1. The contract price with change order and line items is adjusted to $1,441,668.46.

2. A retention in the amount of $ 36,041.71 was held until satisfactory completion of said project.

This document and its purpose to balance payment shall be considered full compensation for furnishing and installing the materials, labor, tools and equipment, profit, overhead, and all incidentals for performing the work described above. Portillo Concrete, Inc. will not be entitled to damages or additional payment for delays as described in the 2018 edition of the Standard Specifications for Public Works Construction, Section 6-6.3, for performing the work as described above.

FINAL CONTRACT BALANCE

DATE: April 6, 2023
PROJECT: Roosevelt Smart Growth Corridor Capital Improvement Project FY 21-23
CIP No. 19-19

TO: Tri-Group Construction and Development, Inc.
9580 Black Mountain Rd., Suite L
San Diego, CA 92126

ORIGINAL CONTRACT AMOUNT: $ 2,049,491.00
START DATE: January 19, 2021
COMPLETION DATE: March 29, 2023
ORIGINAL CONTRACT LENGTH: 140 Working Days
EXTENTION OF WORK DAYS: 34 Working Days
WORKING DAYS SUSPENDED: 373 Working Days
TOTAL CONTRACT TIME: 547 Working Days
FINAL CONTRACT AMOUNT: $2,244,704.21

DESCRIPTION:

The Final Contract Balance reports final line-item amounts and summarizes all change orders to produce a final contract amount.

CHANGE ORDERS AND LINE-ITEM ADJUSTMENTS:

Change Order #1 directed the contractor to remove 11 additional trees identified as follows: 4 trees between 7th and 8th, and 7 additional trees between 3rd and 4th. All trees were completely removed including all stumps and root systems as needed to construct all new improvements within these locations. This Change Order total amount was $ 11,573.18.

Change Order #2 directed the contractor to substitute the originally specified 152 Desert Sand boulders with a Sierra Select boulders. The newly specified boulders included a cost increase. This Change Order total amount was $ 1,266.66

Change Order #3 allowed the city to accept a credit from the contractor to relocate the electrical conduit installation from the originally proposed location in the roadway to the parkway location under the new sidewalk. The credit amount accepted by the city was for an agreed lump sum price. within the pathway on 18th St for pedestrian safety due to delays caused by the SDGE service order delays. This Change Order total credit amount was $ 8,484.00.

FINAL CONTRACT BALANCE
Roosevelt Smart Growth Corridor Capital Improvement Project, CIP 19-19

Change Order #4 directed the contractor to provide new irrigation on the east side of Roosevelt between 7th and 8th due to the removal of the existing trees. The work was completed per the revised KTUA plan and included all asphalt trench repair necessary since the driveway at the Ramada had already been installed. This Change Order total amount was $ 12,852.94

Change Order #5 directed the contractor to provide addition soil testing at various locations on the project site. Three additional tests were requested at various parkway locations to obtain additional soil data for the project. The project specifications only require three initial tests. This Change Order total amount was $ 588.00.

Change Order #6 directed the contractor to relocate the existing 8" storm drain in front of the Studio 6 Hotel and provide a new tie-in point that provided the correct drainage flow and connection point. The contractor also removed the existing bollards along Roosevelt from 7th to the Howard Johnson Hotel that were in the City R/W. This Change Order total amount was $ 4,216.07.

Change Order #7 directed the contractor to add 6 additional bike/arrow markings along the west side of Roosevelt per the revised striping plans between National City Blvd and 8th in the south bound bike lane. This Change Order total amount was $ 812.34.

Change Order #8 directed the contractor to install a service meter pedestal and conduit per the SDG&E WO# 3-408883 at 4th and Roosevelt. The new service was required to feed power to the new irrigation pedestal shown on the project plans. The work included the SDG&E permit fee, all necessary conduit shown on the SDG&E plans and conduit from the service meter to the irrigation pedestal, all necessary pull boxes, and service meter pedestal. This Change Order total amount was $ 21,116.56.

Change Order #9 directed the contractor to dispose of all unknown petromat material encountered on the project along Roosevelt. The city agreed to pay for the added disposal costs. All material was tracked by the project inspector along with the additional disposal costs. Tri-Group submitted all support documentation to substantiate the additional costs through June 1, 2021. This Change Order total amount was $ 15,575.72.

Change Order #10 directed the contractor install additional signage and striping improvements not previously identified on the project plans. This Change Order total amount was $ 5,122.22.

Change Order #11 directed the contractor to install 12 trash receptacles, 6 designated for recycling and 6 regular along the project limits on Roosevelt between National City Blvd. and 8th St. This Change Order total amount was $ 24,870.75.

Change Order #12 directed the contractor to install approximately 480 lf of additional red curb at the bulb-out locations along Roosevelt Ave. at 2nd, 3rd, 4th, 5th, and 7th. This Change Order total amount was $ 1,909.00

Change Order #13 allowed the city to accept a credit proposed from the contractor for acceptance of the modified wall cap. This Change Order total credit amount was $ 3,200.00.

FINAL CONTRACT BALANCE
Roosevelt Smart Growth Corridor Capital Improvement Project, CIP 19-19

Change Order #14 directed the contractor to proceed with constructing a concrete sample with stain to modify the existing site concrete at the boulders along Roosevelt. The sample was constructed off site and made available for city review. This Change Order total amount was $ 12,466.42.

Change Order #15 directed the contractor to proceed with misc. extra work activities during the course of construction such as misc. removals, modified irrigation, resetting of concrete forms, minor parking lot removal and modifications for ADA compliance, added plant installation, bike rack installation, and completion of delayed work due to SDG&E delays. This Change Order total amount was $ 23,446.55.

Change Order #16 directed the contractor to install yellow striping around the boulders to help delineate the pedestrian path of travel. This Change Order total amount was $ 3,110.00.

All Change Orders listed above increased the total contract amount by $127,242.41.

Line item adjustments per the attached FINAL BILLING STATEMENT resulted in an increase of $67,970.80.

CONTRACT ADJUSTMENT:

As a result of the above change orders and line-item adjustments, the contract price is adjusted as follows:

1. The contract price with change order and line items is adjusted to $2,244,704.21.

2. A retention in the amount of $ 62,869.99 was held until satisfactory completion of said project.

This document and its purpose to balance payment shall be considered full compensation for furnishing and installing the materials, labor, tools and equipment, profit, overhead, and all incidentals for performing the work described above. Portillo Concrete, Inc. will not be entitled to damages or additional payment for delays as described in the 2018 edition of the Standard Specifications for Public Works Construction, Section 6-6.3, for performing the work as described above.

FINAL CONTRACT BALANCE

DATE: April 18, 2023
PROJECT: Citywide Safe Routes to School, ATPL-5066(025) FY 21-23
CIP No. 19-04

TO: Tri-Group Construction and Development, Inc.
9580 Black Mountain Rd., Suite L
San Diego, CA 92126

ORIGINAL CONTRACT AMOUNT: $ 1,403,820.00
START DATE: December 1, 2021
COMPLETION DATE: March 06, 2023
ORIGINAL CONTRACT LENGTH: 90 Working Days
EXTENTION OF WORK DAYS: 46 Working Days
WORKING DAYS SUSPENDED: 178 Working Days
TOTAL CONTRACT TIME: 314 Working Days
FINAL CONTRACT AMOUNT: $1,300,646.44

DESCRIPTION:

The Final Contract Balance reports final line-item amounts and summarizes all change orders to produce a final contract amount.

CHANGE ORDERS AND LINE-ITEM ADJUSTMENTS:

Change Order #1 directed the contractor to remove an existing pole & sidewalk in order to install a new 1B pole and foundation with a new pedestrian push button and replace 25SF of sidewalk. This work took place along Newell on the East side of the pedestrian crossing in front of the school. This Change Order total amount was $ 6,870.42.

Change Order #2 directed the contractor to install a new service along the West side of Newell. This Change Order total amount was $ 2,498.00

Change Order #3 agreed to provide the contractor with 23 additional days to complete the project due to a material cement shortage for the concrete and the long lead Filterra unit. The additional days were added to the contract working days with no cost impacts.

FINAL CONTRACT BALANCE
Roosevelt Smart Growth Corridor Capital Improvement Project, CIP 19-19

Change Order #4 directed the contractor to install additional signage, red curb, hash marks, and reflective pavement markers along Newell from 20th to 22nd St. All related costs have been authorized at the agreed lump sump price listed below. This Change Order total amount was $ 4,623.71

Change Order #5 directed the contractor to construct an additional 31LF of C-9 wall and handrail at the NW corner of Newell & 22nd. This Change Order total amount was $ 24,136.00.

Change Order #6 directed the contractor to remove the existing tree located at 2560 E. 24th St. and included complete removal and disposal including stump grind, removal of grindings and compacting grade. This Change Order total amount was $ 4,600.00.

Change Order #7 directed the contractor to apply anti-graffiti coating on the split face masonry block wall constructed at the corner of 22nd and Newell. This Change Order total amount was $ 962.88.

Change Order #8 directed the contractor to install additional striping not originally called for on the project plans. This Change Order total amount was $ 8,473.93.

Change Order #9 directed the contractor to install a 3309 pull box at the SDG&E service point. The pull box was not part of the original plans. This Change Order total amount was $ 1,442.70.

All Change Orders listed above increased the total contract amount by $53,607.67.

Line item adjustments per the attached FINAL BILLING STATEMENT resulted in a decrease of $156,781.23.

CONTRACT ADJUSTMENT:

As a result of the above change orders and line-item adjustments, the contract price is adjusted as follows:

1. The contract price with change order and line items is adjusted to $1,300,646.44.

2. A retention in the amount of $ 65,032.32 was held until satisfactory completion of said project.

This document and its purpose to balance payment shall be considered full compensation for furnishing and installing the materials, labor, tools and equipment, profit, overhead, and all incidentals for performing the work described above. Portillo Concrete, Inc. will not be entitled to damages or additional payment for delays as described in the 2018 edition of the Standard Specifications for Public Works Construction, Section 6-6.3, for performing the work as described above.

RECORDING REQUESTED BY
WHEN RECORDED MAIL TO:

NAME: CITY OF NATIONAL CITY
ADDRESS: 1243 NATIONAL CITY BOULEVARD
NATIONAL CITY, CA 91950

NOTICE OF COMPLETION
CALIFORNIA CIVIL CODE SECTION 3093

NOTICE IS HEREBY GIVEN of the completion on June 6, 2023 of the:

EL TOYON-LAS PALMAS BICYCLE CORRIDOR, CIP NO.19-02
Work of improvement or portion of work of improvement under construction or alteration.

Bicycle Corridor parallel to the east side of I-805 connecting El Toyon Park and Las Palmas Park, National City, CA 91950

The undersigned owns the following interest or estate in said property:

Owner in fee
Nature of the interest or estate of owner (mortgagor, lessee, etc.)

Said work of improvement was performed on the property pursuant to a contract with Crest Equipment Inc.

Name of Original Contractor

The following work and material were supplied:

Labor provided: General Laborer, Equipment and Materials for street resurfacing, ADA upgrades, Class II and Class III bike lanes with signage; pedestrian refuge islands, corner bulb-outs and storm water treatment infiltration areas.

General statement of kind of labor, services, equipment or materials

The names and addresses of co-owners are: N/A

Joint tenants, tenants in common, or other owners

Dated: June 6, 2023; ______________________________________________ Signature of Owner
City of National City, 1243 National City Blvd., National City, CA 91950

I, the undersigned, say: I have read the foregoing Notice of C ompletion and know the contents thereof; the same is true of my own knowledge. I declare under penalty of perjury that the forgoing is true and correct.

Executed on June 6, 2023 at, National City, California.

Signature: __________________________________

RON MORRISON, MAYOR

RECORDING REQUESTED BY
WHEN RECORDED MAIL TO:

NAME: CITY OF NATIONAL CITY
ADDRESS: 1243 NATIONAL CITY BOULEVARD
NATIONAL CITY, CA 91950

NOTICE OF COMPLETION
CALIFORNIA CIVIL CODE SECTION 3093

NOTICE IS HEREBY GIVEN of the completion on June 6, 2023 of the:

ROOSEVELT SMART GROWTH CORRIDOR, CIP NO.19-19
Work of improvement or portion of work of improvement under construction or alteration.

Roosevelt Ave between 8th St and National City Blvd, National City, CA 91950 Street Address City State Zip Code

The undersigned owns the following interest or estate in said property:

Owner in fee
Nature of the interest or estate of owner (mortgagor, lessee, etc.)

Said work of improvement was performed on the property pursuant to a contract with Tri-Group Construction and Development, Inc.

Name of Original Contractor

The following work and material were supplied:

Labor provided: General Laborer, Equipment and Materials for street resurfacing, ADA upgrades, signage, landscape, irrigation, lights and corner bulb-outs.

General statement of kind of labor, services, equipment or materials

The names and addresses of co-owners are: N/A

Joint tenants, tenants in common, or other owners

Dated: June 6, 2023; ______________________________________________ Signature of Owner
City of National City, 1243 National City Blvd., National City, CA 91950

I, the undersigned, say: I have read the foregoing Notice of C ompletion and know the contents thereof; the same is true of my own knowledge. I declare under penalty of perjury that the forgoing is true and correct.

Executed on June 6, 2023 at, National City, California.

Signature: __________________________________

RON MORRISON, MAYOR

RECORDING REQUESTED BY
WHEN RECORDED MAIL TO:

NAME: CITY OF NATIONAL CITY
ADDRESS: 1243 NATIONAL CITY BOULEVARD
NATIONAL CITY, CA 91950

NOTICE OF COMPLETION
CALIFORNIA CIVIL CODE SECTION 3093

NOTICE IS HEREBY GIVEN of the completion on June 6, 2023 of the:

CITYWIDE SAFE ROUTES TO SCHOOL, CIP NO.19-04
Work of improvement or portion of work of improvement under construction or alteration.

Citywide National City CA 91950
Street Address City State Zip Code

The undersigned owns the following interest or estate in said property:

Owner in fee
Nature of the interest or estate of owner (mortgagor, lessee, etc.)

Said work of improvement was performed on the property pursuant to a contract with Tri-Group Construction and Development, Inc.

Name of Original Contractor

The following work and material were supplied:

Labor provided: General Laborer, Equipment and Materials for street resurfacing, ADA upgrades, signage, signals, new neighborhood traffic circle, traffic calming curb and speed cushions.

General statement of kind of labor, services, equipment or materials

The names and addresses of co-owners are: N/A

Joint tenants, tenants in common, or other owners

Dated: June 6, 2023; ______________________________________________ Signature of Owner
City of National City, 1243 National City Blvd., National City, CA 91950

I, the undersigned, s ay: I have read the foregoing Notice of C ompletion and know the contents thereof; the same is true of my own knowledge. I declare under penalty of perjury that the forgoing is true and correct.

Executed on June 6, 2023 at, National City, California.

Signature: __________________________________

RON MORRISON, MAYOR

RESOLUTION NO. 2023 -

RESOLUTION OF THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA,

ACCEPTING THE WORK PERFORMED BY THE GENERAL CONTRACTORS ON THE FOLLOWING THREE PROJECTS: A) EL TOYON -LAS PALMAS BICYCLE CORRIDOR PROJECT, CIP NO. 19 -02; B) ROOSEVELT SMART GROWTH CORRIDOR PROJECT, CIP NO. 19-19; AND C) CITYWIDE SAFE ROUTES TO SCHOOL PROJECT, CIP NO. 19 -04; 2) APPROVING THE FINAL CONTRACT AMOUNTS; 3) RATIFYING THE RELEASE OF RETENTIONS; AND 4) AUTHORIZING THE MAYOR TO SIGN THE NOTICE OF COMPLETION FOR THE PROJECTS.

WHEREAS, staff is recommending the City Council accept the work performed by the general contractors on the following three projects: 1) El Toyon -Las Palmas Bicycle Corridor project, CIP No. 19-02; 2) Roosevelt Smart Growth Corridor project, CIP No. 19-19; 3) Citywide Safe Routes To School project CIP No. 19-04; and
WHEREAS, all of the projects have been completed within the approved contingency identified in the contract award; and
WHEREAS, the total construction cost for these projects is $4,979,294 which includes the following funding sources: $4,909,280 of grant funding, $70,013.39 Gas Tax; and WHEREAS, if the City Council accepts the work for all of these projects, staff will file Notices of Completion with the San Diego County Recorder’s Office; and WHEREAS, t he El Toyon -Las Palmas Bicycle Corridor project, CIP No. 19 -02, constructed a new bicycle corridor parallel to the east side of I-805 connecting El Toyon Park and Las Palmas Park, improvements along the bicyc le corridor included Class II and III bike route pavement markings (sharrows) and signage; pedestrian curb ramps for ADA compliance; traffic calming measures such as pedestrian refuge islands, corner bulb -outs and pedestrian actuated flashing crosswalk signs; and storm water treatment infiltration areas; and WHEREAS, as a result of the satisfactory completion of the project, staff recommends that City Council; 1) accept the work performed by Crest Equipment Inc. for the El Toyon -Las Palmas Bicycle Corrido r project, CIP No. 19 -02; 2) approve the final contract amount of $1,441,668.46; 3) ratify the release of retention in the amount of $36,041.71; and 4) authorize the Mayor to sign the Notice of Completion for the project; and WHEREAS, The Roosevelt Smart Growth Corridor project, CIP No. 19 -19 enhanced pedestrian and bicycle connections between Naval Base San Diego, the 8th Street Trolley Station, and Downtown National City and provided streetscape, lighting, signage, mobility options, urban greening, and parking on the east side of Roosevelt Avenue, between 8th Street and National City Blvd; and
WHEREAS, as a result of the satisfactory completion of the project, staff recommends that City Council; 1) accept the work performed by Tri-Group Construction and Development, Inc. for the Roosevelt Smart Growth Corridor project, CIP No. 19 -19; 2) approve the final contract amount of $2,244,704.21; 3) ratify the release of retention in the amount of $62,869.99; and 4) authorize the Mayor to sign the Notice of Completion for the project; and WHEREAS, the Citywide Safe Routes to School project, CIP No. 19 -04 addressed ADA barriers by providing the following enhancements: 27 high visibility continental crosswalks, 51 ADA accessible ramps with truncated domes, pedestr ian crosswalk signs, and approximately 20,000 square feet of sidewalk replacement at locations near elementary schools and Granger Junior High School, additional improvements included the construction of a neighborhood traffic circle at the intersection of Newell Street and E. 20 th Street, with traffic calming curb extensions

and speed cushions near Las Palmas Elementary School between E. 20th Street and 22nd Street; and,
WHEREAS, As a result of the satisfactory completion of the project, staff recommends that City Council; 1) accept the work performed by Tri-Group Construction and Development, Inc. for the Citywide Safe Routes to School project , CIP No. 19 -04; 2) approve the final contract amount of $1,300,646.44; 3) ratify the release of retention in the amount of $65,032.32; and 4) authorize the Mayor to sign the Notice of Completion for the project.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF NATIONAL CITY, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE, AND ORDER AS FOLLOWS:

Section 1: That the City Council hereby 1) accept s the work performed by Crest Equipment Inc. for the El Toyon-Las Palmas Bicycle Corridor project, CIP No. 19-02; 2) approves the final contract amo unt of $1,441,668.46; 3) ratifies the release of retention in the amount of $36,041.71; and 4) authorizes the Mayor to sign the Notice of Completion for the project.

Section 2: That the City Council hereby: 1) accepts the work performed by Tri-Group Construction and Development, Inc. for the Roosevelt Smart Growth Corridor project, CIP No. 19-19; 2) approves the final contract amount of $2,244,704.21; 3) ratifies the release of retention in the amount of $62,869.99; and 4) authorizes the Mayor to sign the Notice of Completion for the Roosevelt Smart Growth Corridor project, CIP No. 19-19.

Section 3: That the City Council hereby: 1) accepts the work performed by Tri-Group Construction and Development, Inc. for the Citywide Safe Routes to School project, CIP No. 19- 04; 2) approves the final contract amount of $1,300,646.44; 3) ratifies the release of retention in the amount of $65,032.32; and 4) authorizes the Mayor to sign the Notice of Completion for the Citywide Safe Routes to School project, CIP No. 19-04.

Section 4: That the City Clerk shall certify to the passage and adoption of this Resolution and enter it into the book of original Resolutions.

PASSED and ADOPTED this 6th day of June, 2023.

Ron Morrison, Mayor
ATTEST:

Shelley Chapel, MMC, City Clerk

APPROVED AS TO FORM:

Barry J. Schultz, City Attorney

AGENDA REPORT

Department: Community Development - Neighborhood Services Prepared by: Dionisia Trejo, Administrative Secretary Meeting Date: Tuesday, June 6, 2023
Approved by: Armando Vergara, Acting City Manager

SUBJECT:

Temporary Use Permit – Sub-Creation Hosted by Faith Chapel at Kimball Park on June 17, 2023, from 1 p.m. to 5 p.m. with No Waiver of Fees.

RECOMMENDATION:

Approve the Application for a Temporary Use Permit Subject to Compliance with all Conditions of Approval with No Waiver of Fees and in Accordance with City Council Policy 802.

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

Not Applicable.

EXPLANATION:

This is a request from Faith Chapel to conduct Sub -Creation event at Kimball Park on June 17, 2023 from 1 p.m. to 5 p.m. Set up for the event will commence at 11 a.m. on the day of the event.

This free event will include a skate competition, live music, food and face painting.

Note: This is the first time this organization has requested a Temporary Use Permit.

FINANCIAL STATEMENT:

City fee of $312.00 for processing the TUP through various City departments and $211.00 for the Fire Inspection.

Total Fees $523.00

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Not Applicable

ENVIRONMENTAL REVIEW:

This is not a project under CEQA and is therefore not subject to environmental review.CCR15378; PRC 21065.

PUBLIC NOTIFICATION:

Agenda Report posted within 72 hours of meeting date and time in accordance with Brown Act.

ORDINANCE:

Not Applicable

EXHIBITS:

Exhibit A – TUP Sub-Creation
Exhibit B – Conditions of Approval TUP Sub-Creation

Special Event Application (continued)
Please complete the following sections with as much detail as possible since fees and requirements are based on the information you provide us.

Fees/Proceeds/Reporting
Is your organization a "Tax Exempt, nonprofit" organization? Yes j II'! NoD Are admission, entry, vendor or participant fees required? Yes D No! II'! If YES , please explain the purpose and provide amount (s):
$_Estimated Gross Receipts including ticket, product and sponsorship sales from this event. $2500
$ Estimated Expenses for this event.
0 $ What is the projected amount of revenue that the Nonprofit Organization will receive as a result of this event?
Description of Event
j II'! First time event D Returning Event I II' I include site map with appl ication Note that this description may be published in our City Public Special Events Calendar:

A SUMMER ARTS!TALENT EVENT FOR THE COMMUNITY , SUB-CREATION WILL BE A FREE ,

FAMILY-FRIENDLY EVENT FOR THE COMMUNITY , CENTERED AROUND A SKATE

COMPETITION WITH CASH/PRIZES , AND A SHOWCASE OF LOCAL BANDS AND MUSIC ARTISTS . ADDITIONAL FEATURES LIKE A BBQ , FACE-PAINTING , ETC . WILL ALL BE AT NO COST.

Estimated Attendance
60 400-500 MAX
Anticipated # of Participants : Anticipated # of Spectators : _______ _ 2

Traffic Control, Securit , First Aid and Accessibility
Requesting to close street(s) to vehicular traffic? YesO No l II' l List any streets requiring closure as a result of the event (provide map): ----------- Date and time of street closure: _______ Date and time of street reopening: _____ _ Oother (explain) _____________________________ _
Requesting to post "no parking" notices? Yes D Nojvj
D Requested "No Parking" on city streets and/or parking lots (list streets/parking lots) (provide map):

D Other (explain)------------------------------
Security and Crowd Control
Depending on the number of participants, your event may require Police services.

SOME OF OUR TEAM
Please describe your procedures for both Crowd Control and Internal Security:

ARE CERTIFIED SECURITY GUARDS AND WILL BE DESIGNATED TO KEEP THE AREA SAFE AND SECURE. EVENTS WILL BE OUTSIDE AND SPACED TO AVOID CONGESTION .

Have you hired Professional Security to handle security arrangements for this event? YesO No! II' I If YES, name and address of Security Organization __________ _ Security Director (Name): ___________ Phone: _________ _ If using the services of a professional security firm and the event will occur on City property, please provide a copy of its insurance certificate, evidencing liability with limits of at least $1 Million dollars per occurrence/$2 Million dollars aggregate, as well as and additional insured endorsement naming the City of National City, its officers, employees, and agents as additional insureds. Evidence of insurance must be provided by the vendor or its insurer to the Neighborhood Services Department at the time of submission ..

Is this a night event? YesO Nol II' I If YES, please state how the event and surrounding area will be illuminated to ensure safety of the participants and spectators: -------------- 3

l@ihtffl•
Depending on the number of participants~ur event may require specific First Aid services. First aid station to be staffed by event staff? Yes~No D First aid/CPR certified? Yes! II! No D DFirst aid station to be staffed by professional company . ..,.. Company ___________ _ If using the services of a professional medical organization/company and the event will occur on City property , please provide a copy of its insurance certificate, evidencing liability with limits of at least $1 Million dollars per occurrence/$2 Million dollars aggregate , as well as and additional insured endorsement naming the City of National City, its officers, employees, and agents as additional insureds. Evidence of insurance must be provided by the vendor or its insurer to the Neighborhood Services Department at the time of submission .
ccessibility
Please describe your Accessibility Plan for access at your event by individuals with disabilities :

EVENT WOULD TAKE PLACE IN A LEVEL AREA ADJACENT TO THE SKATE PARK, WITH DIRECT SIDEWALK ACCESS .

Elements of your Event
Setting up a stage? Yeslvl Ne{]
D Requesting City's PA system
D Requesting City Stage ; if yes, which size? D Dimensions (13x28) D Dimensions (20x28) 20X10 RISER
! II! Applicant providing own stage ..,.. (Dimensions)
Setting up canopies or tents?
6 10X10
____ #of canopies size ___ _
N/A
____ #of tents size ___ _
ONo canopies/tents being set up
4

Setting up tables and chairs?
I ti' I Furnished by Applicant or Contractor
6 # of tables ---- D No tables being set up
10 ____ # of chairs D No chairs being set up
O(For City Use Only) Sponsored Events - Does not apply to co-sponsored events ____ # of tables
_____ # of chairs
D
D
No tables being set up
No chairs being set up
Contractor Name------------------------------
Contractor Contact Information------------------------­ Address City/State Phone Number
Setting up other equipment?
D Sporting Equipment (explain)-----------------------­
D Other (explain)-----------------------------
0 Not setting up any equipment listed above at event
Having amplified sound and/or music? Yes!II'! NoD
I ti' I PA System for announcements I ti' !cD player or DJ music I ti' I Live Music ..,. I ti' I Small 4-5 piece live band ..,. D Large 6+ piece live band 5-7 INDEPENDENT LOCAL ARTISTS/BANDS
lvl Other (explain)---------------------------­

MANAGED BY ORGANIZATION/APPLICANT
If using live music or a DJ . ..,. Contractor Name -------------------- .... __________________________________ _
Address City/State Phone Number
5

Using lighting equipment at your event? YesD Nol vi
D Bringing in own lighting equipment
D Using professional lighting company .., Company Name--------------- Address City/State
Using electrical power? Yes I vi NoD
Dusing on-site electricity I al' I For sound and/or lighting I al' I Bringing in generator(s) D For sound and/or lighting endor Information
Phone Number
D Using Kimball Park Bowl
Lighting (from __ to __ )
D For food and/or refrigeration
D For food and/or refrigeration
PLEASE NOTE: You may be required to apply for a temporary health permit if food or beverages are sold of given away during your special event. Also see 'Permits and Compliance' on page 8 in the Special Event Guide. For additional information on obtaining a temporary health permit, please contact the County of San Diego Environmental Health at (619) 338-2363.

Having food and non-alcoholic beverages at your event? Yes I II' I NoD D Vendors preparing food on-site .., # ____ .., Business License# ______ _

FREE HOT DOGS GRILLED
If yes, please describe how food will be served and/or prepared: ------------­

ON OUTDOOR PROPANE STOVE/GRILL AND INDIVIDUAL BOTTLED DRINKS AND CHIPS 1ro1 intend to cook food in the event area pleas~ecify the method:

II' GAS DLECTRIC ocHARCOAL LJOTHER (Specify): --------- D Vendors bringing pre-packaged food .., # .., Business License# _____ _ D Vendors bringing bottled, non-alcoholic beverages (i.e., bottled water, can soda, etc.)..,# ___ _ ovendors selling food# ... Business License #(s) _______ _ D Vendors selling merchandise# .., Business License #(s) ______ _ I al' j Food/beverages to be handled by organization; no outside vendors Ovendors selling services# .., Business License #(s) _______ _ .., Explain services---------------
Ovendors passing out information only (no business license needed) # ___ _ .., Explain type(s) of information---------------
! al' j No selling or informational vendors at event
6

Having children activities? Yeslvl NoD
PLEASE NOTE: In the event inflatable jumps are provided at the event , The City of National City requires commercial liability insurance with limits of at least $1 Million dollars per occurrence/$2 Million dollars aggregate . In addition , the City of National City must be named as an Additional Insured pursuant to a separate endorsement , which shall be provided by the vendor or its insurer to the City's Risk Manager , along with the Certificate of Insurance , for approval prior to the event. The application should be filed out at least one week prior to the event. For questions or to obtain a copy of the "Facility Use Application ", please contact the Engineering/Public Works Department at (619) 336-4580 .

D Inflatable bouncer house# _ ____ ORock climbing wall Height ________ _ D Inflatable bouncer slide# ______ jvj Arts & crafts (i.e., craft making , face painting , etc.) D Carnival Rides __________ Qther ---------------
Having fireworks or aerial display? YesO Nol II' I
D Vendor name and license# ___________ _ ___________ _
Dimensions ____________ Duration _____________ _
Number of shells ___________ Max. size _____________ _
PLEASE NOTE: In the event fireworks or another aerial display is planned for your event, The City of National City requires commercial liability insurance with limits of at least $2 Million dollars per occurrence/ $4 Million dollars aggregate . In addition , the City of National City must be named as an Additional Insured pursuant to a separate endorsement , which shall be provided by the vendor or its insurer to the City 's Risk Manager , along with the Certificate of Insurance , for approval prior to the event. Depending on the size and/or nature of the fireworks display , the City reserves the right to request higher liability limits. The vendor must also obtain a fireworks permit from the Nationa l City Fire Department and the cost is $602 .00
Arranging for media coverage? YesD Nol vi
Oves , but media will not require special set-up
DYes , media will require special set-up. Describe------- ----------- 7

Event Signage
PLEASE NOTE: For City sponsored or co-sponsored events, banners publicizing the event may be placed on the existing poles on the 1800 block and 3100 block of National City Boulevard. The banners must be made to the City's specifications. Please refer to the City's Special Event Guidebook and Fee Schedule for additional information.

Are you planning to have signage at your event? Yes I II' I No D 2 2X3 STANDING SIGNS
I ti' !v es, we will post signage # Dimensions------------ D Yes, having inflatable signage # ..,. (complete Inflatable Signage Request form) 1 lv!Yes, we will have banners# ____ _
EVENT NAME, SKATE COMP. SIGN-UP INFORMATION
I ti' I What will signs/banners say? --------------- - ---------

ZIP TIES/GROMMETS
I ti' I How will signs/banners be anchored or mounted?------------------- r:71 AS NEAR TO SKATEPARK AS POSSIBLE
~ Location of banners/signage ------------------------- aste Management
PLEASE NOTE: One toilet for every 250 people is required, unless the applicant can show that there are sufficient facilities in the immediate area available to the public during the event.

Are you planning to provide portable restrooms at the event? YesO No!II'! If yes, please identify the following:
..,. Total number of portable toilets: _____ _
..,. Total number of ADA accessible portable toilets: ____ _ D Contracting with portable toilet vendor. ..,. -------------------- Company Phone
..,. Load-in Day & Time__________ ..,. Load-out Day & Time _______ _ OPortable toilets to be serviced. ..,. Time _______ _
Set-up, Breakdown, Clean-up
Setting up the day before the event?
oves , will set up the day before the event.

I ti' I No, set-up will occur on the event day
Requesting vehicle access onto the turf?
..,. # of set-up day(s) _____ _
Oves , requesting access onto turffor set-up and breakdown (complete attached Vehicle Access Request form)
I II' I No, vehicles will load/unload from nearby street or parking lot. 8

NPDES-Litter Fence
Deity to install litter fence
DApplicant to install litter fence
ON/A
Breaking down set-up the day after the event?
j V j Yes, breakdown will be the day after the event. ..,. # of breakdown day( s) _______ _ D No, breakdown will occur on the event day.

How are you handling clean-up?
D Using City crews
j V j Using volunteer clean-up crew during and after event.

D Using professional cleaning company during and after event.

Miscellaneous
Please list anything important about your event not already asked on this application:

Please make a copy of this application for your records.

We do not provide copies.
9

- CALIFORNIA -
Special Events
Pre-Event Storm Water Compliance
Checklist
I. Special Event Information

SUB-CREATION
Name of Special Event: ----------------------------
dd Kimball Park Skatepark Area 300-500 Event A ress: ______________ Expected # of Attendees: ________ _ Event Host Coordinator: Isaac Amirian Phone Number: 951 -834-2738 II. Storm Water Best M anagement Practices (BMPs) Review

YES NO N/A
Will enough trash cans provided for the event?
V
Provide number of trash bins: 6
--
Will enough recycling bins provided for the event?
V
Provide number of recycle bins: _3 __
Will all portable toilets have secondary containment trays? (exceptions D D ~
for ADA complia nt portable to ilets)
Do all storm drains have screens to temporarily protect trash and debris D D ~
from entering?
Are spill cleanup kits readily available at designated spots? D D ~
* A Post-Event Storm Water Compliance Checklist will be completed by City Staff. 10

City of National City

PUBLIC PROPERTY USE HOLD HARMLESS AND INDEMNIFICATION

AGREEMENT
Persons requesting use of City property , facilities or personnel are required to provide a minimum of $1 ,000,000 combined single limit insurance for bodily injury and property damage which includes the City, its officials , agents and employees named as additional insured and to sign the Hold Harmless Agreement. Certificate of insurance must be attached to this permit. The insurance company issuing the insurance policy must have a A.M. Best's Guide Rating of A:VII and that the insurance company is a California admitted company; if not, then the insurance policy to the issuance of the permit for the event. The Certificate Holder must reflect:

City of National City
Risk Management Department
1243 National City Boulevard
National City, CA 91950
Faith Chapel San Diego
Organization:---------------------
Isaac Amirian
Person in Charge of Activity : _______________ _

Telephone : ________ --"D'"""a""""te=(-=s ..... ) ""'"of'-U=-"'--se"""': _______ _

HOLD HARMLESS AGREEMENT
As a condition of the issuance of a temporary use permit to conduct its activities on public or private property , the undersigned hereby agree(s) to defend, indemnify and hold harmless the City of National City and the Parking Authority and its officers, employees and agents from and against any and all claims, demands , costs, losses, liability or, for any personal injury, death or property damage , or both, or any litigation and other liability , including attorney 's fees and the costs of litigation , arising out of or related to the use of public property or the activity taken under the permit by the permittee or its agents , employees or contractors .

Signature of Applicant:

Faith Cha 4/12/2023
Official Title: Date: ----------------------
For Office Use Only
Certificate of Insurance Approved _____ Date _________ _ 11

City of National City

BUSINESS TAX CERTIFICATE
"For Service s Provided in National City, Californ ia Only" Business Name
Business Location
Business Owner(s)

FAITH CHAPEL
9400 CAMPO RD

FAITH CHAPEL
9400 CAMPO RD
SPRING VALLEY , CA 91977-1202

MACARTHUR JEFF
SPRING VALLEY, CA 91977 - 1202

THIS BUSINESS TAX CERTIFICATE DOES NOT PERMIT A BUSINESS THAT IS OTHERWISE PROHIBITED .

FAITH CHAPEL
2023

TO BE POSTED IN A CONSPICUOUS PLACE
AND

NOT TRANSFERABLE OR ASSIGNABLE
Business Type Exempt I Non-Profit
Account Number 09052400
Effective Date
Expiration Date
April 13, 2023
December 31 , 2023
City Manager
NOTE: IT IS YOUR OBLIGATION TO RENEW THIS

CERTIFICATE WHETHER OR NOT YOU RECEIVE A

RENEWAL NOTICE
For all inquiries regarding this certificate , contact Hdl Business Tax Support Cente r at (619) 382-2596.

Thank you for your payment on your National City Business Tax Certificate. ALL CERTIFICATES MUST BE AVAILABLE FOR INSPECTION UPON REQUEST. If you have questions concerning your business license , contact the Business Support Center via email at: NationalCity@HdLgov .com or by telephone at: (619) 382-2596 Keep this portion for your license separate in case you need a replacement for any lost, stolen , or destroyed license . A fee may be charged for a replacement or duplicate certificate .

This certificate does not entitle the holder to conduct business before complying with all requirements of the National City Municipal code and other applicable laws, nor to conduct business in a zone where conducting such business violates law.

If you have a fixed place of business within the National City , please display the Business Tax Certificate below in a conspicuous place at he premises. Otherwise , every Business Tax Certificate holder not having a fixed place of business in the City shall keep the Business Tax Certificate upon his or her person , or affixed in plain view any cart, vehicle , van or other movable structure or device at all times if required by the Collector .

Starting January 1, 2021 , Assembly Bill 1607 requires the prevention of gende r-based discrimination of business establishments. A full notice is available in English or other languages by going to: https://www .dca.ca.gov/publications/ BUSINESS TAX SUPPO l!)lill!)
CENTER ~~
8839 N CEDAR AVE #212 l!)r,~ .

FAITH CHAPEL
9400 CAMPO RD
SPRING VALLEY , CA 91977-1202
City of National City

BUSINESS TAX CERTIFICATE
Account Number : 09052400
Date of Issue : 04/13/2023

FAITCHA-02 JENNIFFER J

ACORD ' CERTIFICATE OF LIABILITY INSURANCE I

DATE (MM/DDIYYYY)
~ 4/11/2023
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND , EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S) , AUTHORIZED REPRESENTATIVE OR PRODUCER , AND THE CERTIFICATE HOLDER .

IMPORTANT : If the cert ificate holder is an ADDITIONAL INSURED , the policy(ies) must have ADDITIONAL INSURED p rovisions or be endorsed .

If SUBROGATION IS WAIVED , subject to the terms and conditions of the pol icy , certa in poli c ies may require an endorsemen t. A statement on t his certificate does not confer rights to the certificate holder in lieu of such endorsement(s) .

PRODUCER License # OE77991 s1mi-?-CT Jenniffer Jerez Delgado ChurchWest Insurance Serv ices (ACG) PHONE ' I FAX
201 Cajon Street (A/C, No, Ext): (800) 843-6054 (A/C, No):(909) 307 -1245 Redlands , CA 92373 ~;.,M,fJ~ss, jen niffer@c h u rchwest.com INSURERIS\ AFFORDING COVERAGE NAIC#
INSURER A : Brotherhood Mutual Insurance 13528
INSURED INSURER B :

Faith Chapel INSURER C :
c/o HR/Finance Department
9400 Campo Road INSURER D :

Spring Valley , CA 919 77 INSURER E:

INSURER F :

COVERAGES CERTIFICATE NUMBER : REVISION NUMBER :

THIS IS TO CERTIFY THAT THE POLIC IES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED . NOTWITHSTAN DING ANY REQU IREMENT , TERM OR CONDITION OF ANY CONTRACT OR OTHER DOC UMENT WITH RESPECT TO WHICH THIS

CERTIFICAT E M AY BE ISSUE D OR MAY PERTAIN, THE INSURA NCE AFFORDE D B Y THE POLICIES DESCR IBED HEREIN IS SUBJECT TO ALL THE TERMS , EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN RED UCED BY PAID CLAIMS.

INSR TYPE OF INSURANCE ADDL SUBR POLICY NUMBER POLICY EFF POLICY EXP LIMITS LTR INSD WVD IMM/DDIYYYYl IMM/DD/YYYYl A X COMMERCIAL GENERAL LIABILITY EACH OCCURRENCE $ 2,000,000 f--
D CLAIMS-MADE [Kl OCCUR DAMAGE TO RENTED 1,000,000 X 04MLA0393964 9/1/2022 9/1/2023 P"""ISES IEa occurrence\ $ MED EXP IAnv one oersonl $ 10,000
f--
f-- PERSONAL & ADV INJURY $ 2,000,000
GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ 6,000,000 ~ D PRO- D LOC 6,000,000 POLICY JECT PRODUCTS - COMP/OP AGG $ OTHER: $
AUTOMOBILE LIABILITY COMBINED SINGLE LIMIT (Ea accident\ $ ANY AUTO BODILY INJURY f Per oersonl $
f--

OWNED - SCHEDULED
f-- AUTOS ONLY - AUTOS BODILY INJURY (Per accident) $
~lfT'b°s ONL y NON-~~ED rp~?~&:~d~t~AMAGE $
f-- - AUTO NLY
$
UMBRELLA LIAB H OCCUR EACH OCCURRENCE $ -
EXCESS LIAB CLAIMS-MADE AGGREGATE $
DED I I RETENTION$ $

WORKERS COMPENSATION I PER I I OTH-

AND EMPLOYERS' LIABILITY STATUTE ER

Y/N ANY PROPRIETOR/PARTNER/EXECUTIVE
D N/ A E.L. EACH ACCIDENT $
OFFICER/MEMBER EXCLUDED? (Mandatory in NH) E.L. DISEASE - EA EMPLOYEE $ If yes, describe under
E.L. DISEASE - POLICY LIMIT $ DESCRIPTION OF OPERATIONS below DESCRIPTION OF OPERATIONS/ LOCATIONS/ VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) RE : Community Outreach Event on June 10th , 2023 at Kimble Park . 49 E. 16th , Street. National City 91950 with approximately 500-700 people .

The City of National City , its officials , agents , and employees are named as add itional insured .

CERTIFICATE HOLDER CANCELLATION
Risk Manag e ment D e p t. SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF , NOTICE WILL BE DELIVERED IN City of National City ACCORDANCE WITH THE POLICY PROVISIONS . 1243 National City Blvd.

National City , CA 91950

AUTHORIZED REPRESENTATIVE
I
~~b.cN:r-
ACORD 25 (2016 /03) © 1988-2015 ACORD CORPORATION . All rights reserved.

The ACORD name and logo are registered marks of ACORD Page 298 of 844 This Liability Coverage Endorsement is subject to the terms of the applicable Commercial Liability Coverage Form (GL-100) and the Liability and Medical Coverage Form (BGL-11). Only one liability coverage will apply to an occurrence and any related loss. This endorsement is attached to and made part of the policy.

THIS INSURANCE ENDORSEMENT FORMS PART OF YOUR POLICY CONTRACT.

PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED ENDORSEMENT

ADDITIONAL CONDITION

ADDITIONAL CONDITION OTHER PROVISIONS
The following additional condition is added to the
Conditions section of the Liability and Medical
Coverage Form (BGL-11):

All other provisions of the applicable Commercial
Liability Coverage Form (GL-100) and the
Liability and Medical Coverage Form (BGL-11)
remain unchanged
Additional Insureds: With respect to any
person or entity shown on the declarations
as an Additional Insured or who is otherwise
designated by the Named Insured and
recognized by us as an Additional Insured,
we will provide Principal Coverage L of the
Commercial Liability Coverage Form (GL-
100) to such Additional Insured (they will be
considered an insured for Principal
Coverage L), but only to the extent that such
person or entity is legally liable for the acts of
you , your leader , your employee, or your
appointed person . Such coverage will be
limited to that which is specifically provided
by Principal Coverage L, and will be strictly
subject to the terms of this policy. No
coverage will apply to any independent acts,
errors, or omissions of an Additional Insured.

GL-152 (1.0) Copyright, 2013 Brotherhood Mutual Insurance Co.

All Rights Reserved

CITY OF NATIONAL CITY

NEIGHBORHOOD SERVICES DEPARTMENT

APPLICATION FOR A TEMPORARY USE PERMIT

CONDITIONS OF APPROVAL

SPONSORING ORGANIZATION: Faith Chapel
EVENT: Sub-Creation
DATE OF EVENT: June 17, 2023

APPROVALS:

COMMUNITY SERVICES YES [ x ] NO [ ] SEE CONDITIONS [ ] RISK MANAGER YES [ x ] NO [ ] SEE CONDITIONS [ ] PUBLIC WORKS YES [ x ] NO [ ] SEE CONDITIONS [ ] FINANCE YES [ x ] NO [ ] SEE CONDITIONS [ ] FIRE YES [ x ] NO [ ] SEE CONDITIONS [ x ] POLICE YES [ x ] NO [ ] SEE CONDITIONS [ ] ENGINEERING YES [ x ] NO [ ] SEE CONDITIONS [ ] COMMUNITY DEVELOPMENT YES [ x ] NO [ ] SEE CONDITIONS [ x ]

CONDITIONS OF APPROVAL:

RISK MANAGER (619) 336-4370

Risk Management has reviewed the above-captioned request for the issuance of a Temporary Use Permit. All the insurance requirements were met, and the following documents were provided with the Temporary Use Permit application:

 A valid copy of the Certificate of Liability Insurance.  The insurance policy has a combined single limit of no less than $1,000,000.00 (ONE MILLION DOLLARS) for each occurrence and $2,000,000.00 (TWO MILLION DOLLARS) in aggregate that would cover the date and location of the event.
 The applicant provided a separate additional insured endorsement wherein it notes the additional insured as “The City of National City, its officials, agents, employees, and volunteers.”
 The insurance company issuing the insurance policy has an A.M. Best’s Guide Rating of A: VII; the insurance company is a California-admitted company.  The Certificate Holder reflects:

City of National City
c/o Risk Manager
1243 National City Boulevard
National City, CA. 91950-4397

It should be noted that the Indemnification and Hold Harmless Agreement were properly executed by the applicant at the time the Special Event Application was submitted.

PUBLIC WORKS (619)366-4580

Streets Division
No involvement

Facilities Division
No comments received

Parks Division
No comments received

POLICE DEPARTMENT
No comments received

ENGINEERING
No comments

COMMUNITY SERVICES
No comments received

FINANCE
No comments received

COMMUNITY DEVELOPMENT

Planning

1. All activities shall comply with Table III of Title 12 (Noise).

2. Speakers shall face away from nearby residential properties.

Building
No comments received

Neighborhood Services

Neighborhood Notifications – Events are required to notify residents and/or businesses of the surrounding impacted areas by the event. The notice shall include the name of the event, name and phone number of the company/organization producing the event, the dates and times of the event (including set-up and breakdown) and a detailed description of how the residents and/or businesses may be affected, such as by street closures, “No Parking” signs being posted, music at the event, etc.

Display of banners -- Banners are allowed on site for event but must be removed immediately thereafter event completion. If you wish to place banners in any location other than on-site, you must get approval from the property/business owner where you intend to display the banner.

FIRE (619) 336-4550

Fire department inspection will be required on 6/17/23 at a cost of $211.00

Stipulations required by the Fire Department for this event are as follows:

1) Emergency services access to be maintained at all times

2) Fire apparatus access roads shall have an unobstructed width of not less than 20 feet and an unobstructed vertical clearance of not less than 14 feet

3) Fire Hydrants shall not be blocked or obstructed at any time

4) Participants on foot are to move imm ediately to the sidewalk upon approach of emergency vehicle(s)

5) Vehicles in roadway are to move immediately to the right upon approach of emergency vehicle(s)

6) BBQ may not be placed under pop up (10x10) canopy, if canopy is not approved for cooking application... California State Fire Marshal

7) Provide a 2A:10BC fire extinguisher at STAGE and at BBQ. Extinguishers to be mounted in a visible location between 3½‘ to 5’ from the floor to the top of the extinguisher.

8) If tents or canopies are u sed, tents having an area in excess of 200 square feet and or canopies in excess of 400 square feet or multiple tents and or canopies placed together equaling or greater than the above stated areas, are to be used, they shall be flame -retardant treated wit h an approved State Fire Marshal seal attached. A ten feet separation distance must be maintained between tents and canopies. A permit from the Fire Department must be obtained. Cooking shall not be permitted under tents or canopies unless the tents or can opies meet “State Fire Marshal” approval for cooking. Please see Fire Department for direction. Certificate of State Fire Marshal flame resistancy shall be provided to the National City Fire Department if applicable. Fees can only be waived by City Council

Canopies:
0 – 400 sf - $0
401 – 500 sf - $250.00
501 – 600 sf - $300.00
601 – 700 sf - $400.00

Tents:
0 –200 sf - $200.00
201 – (+) sf - $400.00

9) Fire Department access into and through the booth areas are to be maintained at all times

10) Internal combustion power sources that may be used for inflatable rides shall be of adequate capacity to permit uninterrupted operation during normal operating hours. Refueling shall be conducted only when the ride is not in use

11) Internal combustion power sources shall be isolated from contact with the public by either physical guards, fencing or an enclosure. Internal combustion power shall be at least 20 feet away from the ride

12) Any electrical power used is to be properly grounded and approved.

Extension cords shall be used as “Temporary Wiring” Only

13) A fire safety inspection is to be conducted by the Fire Department prior to operations of the event to include all cooking areas etc

14) Required ins pections taking place, after hours, holidays, and weekends will be assessed a minimum of two hundred ($211.00) dollars

15) First Aid will be provided by organization

AGENDA REPORT

Department: Administrative Services/Finance
Prepared by: Kecia Carrasco, Accountant
Meeting Date: Tuesday, June 6, 2023
Approved by: Armando Vergara, Acting City Manager

SUBJECT:

Investment Report for the quarter ended December 31, 2022.

RECOMMENDATION:

Accept and File the Investment Report for the Quarter ended December 31, 2022.

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

Not Applicable.

EXPLANATION:

The California Government Code (§536 46(b)) requires that, when the Treasurer or the C hief Fiscal Officer of a local agency renders to the legislative body of the agency a quarterly report on the agency’s investment portfolio, such report shall include the following information regarding all securities, investments, and moneys held by the local agency:
 type of investment;
 issuer (bank or institution);
 date of maturity;
 dollar amount invested; and
 current market valuation as of the date of the report.

In addition, the Government Code (§53646(b) (2)) requires that the report state the City’s compliance with its investment policy and include a statement regarding the ability of the local agency to meet its pool’s ability to meet its expenditure requirements Code (§53646(b)(3)).

OVERVIEW OF CITY INVESTMENTS
The City’s pooled in vestment portfolio balance as of December 31, 2022 is summarized below and compared to the balance as of December 31, 2021.

1 actual cost of investments
2 amount at which the investments could be sold

The assets of the City of National City’s investment portfolio are divided among and managed by three entities: Chandler Asset Management with 32.48% of the total, the California Treasurer’s Local Agency Investment Fund (LAIF ) with 35.02%, and the San Diego County Treasurer's Table 1
12/31/2022 12/31/2021
Book Value 1
113,172,340$ 86,225,867$
Market Value 2
109,104,483$ 86,064,017$

Pooled Money Fund (“San Diego County Pool ”) with 32.51%. The San Diego County Pool and LAIF are liquid investment pools that allow participants to earn market rate returns, while retaining access to funds within 24 to 48 hours of a withdrawal request with no penalty. The City’s assets managed by Chandler Asset Management may be liquidated and withdrawn at any time.

However, these investments likely do not provide the short liquidity (i.e., quick access to funds) of the pooled money funds, and liquidation of these investments is at the risk of loss and/or penalty to the City.

Summaries of the City’s investment portfolio are illustrated below.

INVESTMENT PORTFOLIO SUMMARY BY ISSUER/MANAGER
As of December 31, 2022

1 includes accrued interest
2 includes LAIF participation factor of 0.981389258

Table 2
Total Market % of
Issuer/Manager Book Value Market Value1
YTM Portfolio
Chandler Asset Management 37,584,716 35,435,984 4.52% 32.48% County of San Diego 36,874,604 35,464,634 2.97% 32.51%
Local Agency Investment Fund 38,713,020 38,203,865 2.17% 35.02% Totals for December 31, 2022 $113,172,340 $109,104,483 100.00% 2 Chandler Asset
Management
$35,435,984
County of San Diego
$35.464.634
LAIF
$38,203,865

TOTAL MARKET VALUE
$109,104,483

INVESTMENT PERFORMANCE BY ISSUER/MANAGER
For the Quarter Ended December 31, 2022

1 includes accrued interest
2 total includes deposits and (withdrawals) of: 11/10/2022 ($4,000,000) 3 annualized
4 weighted
Economic Update:
“Market volatility has intensified as investors weigh the probabilities of a hard or soft economic landing. The strong labor market has helped sustain economic growth, and inflation remains significantly higher than the Federal Reserve’s target. Financial conditions have eased, and credit spreads have narrowed. Geopolitical risks remain as the Russia/Ukraine war persists and China reopens, while domestically the debt ceiling risk has emerged. After a robust January labor report, strong consumer spending, and higher than expected inflation, interest rate moves and the market consensus have converged with the Fed’s outlook for higher rates for a longer period. We believe the Fed will continue to raise rates and maintain a higher terminal rate for an extended period until inflation reaches the Fed’s target range.

As expected at the February 1st meeting, the Federal Open Market Committee (FOMC) raised the fed funds target rate by 25 basis points to a range of 4.50 - 4.75%, in a continuing downshift from previous hikes. The decision was unanimous and the statement reflects inflation is easing “somewhat.” The sentiment was hawkish, indicating that the extent of “ongoing increases” in the fed funds rate will be data dependent. We believe the FOMC will continue to implement tighter monetary policy at a slower pace and hold rates at restrictive levels for some time until inflationary pressures subside and remain in the Fed’s target range.

In January, the yield curve inversion widened. The 2-year Treasury yield decreased 23 basis points to 4.20%, the 5-year Treasury yield decreased 39 basis points to 3.62%, and the 10- year Treasury yield declined 37 basis points to 3.51%. The inversion between the 2-year Treasury yield and 10-year Treasury yield increased to -69 basis points at January month- end versus -55 basis points at December month -end. The spread was a positive 60 basis points one year ago. The inversion between 3-month and 10-year treasuries increased to - 115 basis points in January from -50 basis points in December. The year 2022 saw a dramatic shift in the Federal Reserve’s policy from highly accommodative to aggressive tightening, resulting in significantly higher rates and an inverted yield curve. The shape of the yield curve indicates that the probability of recession is increasing.”1

COMPLIANCE STATEMENT
All of the City’s investments are in compliance with the City’s investment policy (City Council Policy No. 203) and the California Government Code (§53601 et seq).

Table 3
Issuer/Manager 12/31/2022 9/30/2022 Change
Period
Return
Yield
(Net)3
Chandler Asset Management $35,435,984 $35,083,260 $352,724 1.03% NA County of San Diego $35,464,634 $34,989,149 475,485 1.35% 5.50% Local Agency Investment Fund $38,203,865 $41,893,855 ($3,689,990) 0.52% 2.11% Totals for December 31, 2022 $109,104,483 $111,966,264 ($2,861,781) 0.95% Total Market Value1
42

FINANCIAL STATEMENT
Realized and unrealized gains for the period, reflected below, were $ 396,987. These changes include changes in security market values, gain or loss from the sale of assets, accrued interest, and reinvested interest/earnings.

The difference between the changes reflected in the previous two tables is attributable to the purchase and sale of securities for which the first of the tables accounts but the second table typically does not (unless an investment is sold before maturity).

STAFF CERTIFICATION
Staff certifies that there are sufficient funds to meet the pool’s expenditure requirements.

FINANCIAL STATEMENT:

Not Applicable.

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Not Applicable.

ENVIRONMENTAL REVIEW:

This is not a project and, therefore, not subject to environmental review.

PUBLIC NOTIFICATION:

Agenda Report posted within 72 hours of meeting date and time in accordance with Brown Act.

ORDINANCE:

Not Applicable

EXHIBIT:

Exhibit A - Investment Reports
Table 4
Issuer/Manager Gain/(Loss)
Chandler Asset Management 44,718$
County of San Diego 140,947
LAIF 211,323
Totals for December 31, 2022 396,987$

City of National City

MONTHLY ACCOUNT STATEMENT
DECEMBER 1, 2022 THROUGH DECEMBER 31, 2022
Information contained herein is confidential. We urge you to compare this statement to the one you receive from your qualified custodian. Please see Important Disclosures.

CHANDLER ASSET MANAGEMENT
chandlerasset.com
Chandler Team:

For questions about your account, please call (800) 317-4747, or contact [email protected]
Custodian
Bank of New York Mellon
Lauren Dehner
(904) 645-1918

ACCOUNT SUMMARY
Beg. Values
as of 11/30/22
End Values
as of 12/31/22
Market Value 35,288,367 35,301,712
Accrued Interest 110,607 134,272
Total Market Value 35,398,973 35,435,984
Income Earned 42,709 44,718
Cont/WD -2,513
Par 37,459,457 37,472,306
Book Value 37,574,867 37,584,716
Cost Value 37,574,867 37,584,716

TOP ISSUERS
Government of United States 48.0%
Federal Home Loan Mortgage Corp 8.8%
Federal National Mortgage Assoc 6.6%
Federal Home Loan Bank 3.9%
Berkshire Hathaway 2.3%
Intl Bank Recon and Development 2.1%
Deere & Company 1.9%
Apple Inc 1.8%
Total 75.3%

PORTFOLIO CHARACTERISTICS
Average Modified Duration 2.26
Average Coupon 1.47%
Average Purchase YTM 1.40%
Average Market YTM 4.52%
Average S&P/Moody Rating AA/Aa1
Average Final Maturity 2.49 yrs
Average Life 2.40 yrs

CREDIT QUALITY (S&P)

MATURITY DISTRIBUTION

SECTOR ALLOCATION
Portfolio Summary
As of December 31, 2022
City of National City

PERFORMANCE REVIEW
Annualized
TOTAL RATE OF RETURN 1M 3M YTD 1YR 2YRS 3YRS 5YRS 10YRS 2/29/2012 City of National City 0.11% 1.03% -4.66% -4.66% -2.60% -0.70% 0.68% 0.68% 0.69% ICE BofA 1-5 Yr US Treasury & Agency Index* 0.07% 0.94% -5.25% -5.25% -2.93% -0.96% 0.44% 0.50% 0.51% *ICE BofA 1-3 Yr US Treasury & Agency Index to 12/31/2021 Execution Time: 1/4/2023 12:56:40 AMChandler Asset Management - CONFIDENTIAL Page 1

Category Standard Comment
U.S. Treasuries No limitation; Full faith and credit of the U.S. are pledged for the payment of principal and interest Complies Federal Agencies
No Limitation; Federal agencies or U.S. government-sponsored enterprise obligations, participations, or other instruments, including those issued or fully guaranteed as to principal and interest by federal agencies or U.S. government sponsored enterprises.

Complies
Supranational Obligations "AA" rating category or higher by a NRSRO; 30% max; 10% max per issuer; U.S. dollar denominated senior unsecured unsubordinated obligations issued or unconditionally guaranteed by IBRD, IFC, IADB Complies Municipal Securities
"A" rating category or better by two NRSROs; 30% max; 5% max per issuer; Include bonds of the City, the State of California, any other state, and any local agency within the State of California; Bonds will be registered in the name of the City or held under a custodial agreement at a bank.

Complies
Corporate Medium Term Notes "A" rating category or better by at least two NRSROs; 30% max; 5% max per issuer; Issued by corporations organized and operating within the U.S. or by depository institutions licensed by U.S. or any state and operating within the U.S. Complies Mortgage Pass-throughs, Asset Backed
Securities, and Collaterized Mortgage
Obligations
"AA" rating category or better by a NRSRO; 20% max Complies Negotiable Certificates of Deposit "A" long-term debt rated or higher by at least two NRSROs; and/or "A1" short-term debt rated or higher by at least two NRSROs; 30% max (including CDARs); 5% max per issuer Complies Certificate of Deposit Placement Service
(CDARS) 30% max (combination of Certificates of Deposit, including CDARS) Complies FDIC insured Time Deposits/ Certificates of
Deposit
Non-Negotiable Certificates of Deposit in state or federally chartered banks, savings and loans, or credit unions; The amount per institution is limited to maximum covered under FDIC; 30% max combined certificates of deposit including CDARS Complies Banker’s Acceptances "A-1" short-term debt rated or higher by at least two NRSROs; and "A" long-term debt rated by two NRSROs; 40% max; 5% max per issuer; 180 days max maturity Complies
Commercial Paper "A-1" short-term rated or higher by at least two NRSROs; and "A" long-term debt rated by two NRSROs; 25% max; 5% max per issuer; 270 days max maturity; Issuer is a corporation organized and operating in the U.S. with assets > $500 million Complies Money Market Mutual Funds
20% max in Money Market Mutual Funds; Registered with SEC under Investment Company Act of 1940 and funds meet either of the following criteria: (i) Highest rating by two NRSROs; or (ii) Retained an investment adviser registered or exempt from SEC registration with > 5 years experience managing money market mutual funds with AUM >$500 million Complies
Local Agency Investment Fund (LAIF) Maximum permitted amount in LAIF; Not used by investment adviser Complies Local Government Investment Pool (LGIP) San Diego County Investment Pool Complies Prohibited Securities
Any investment not specifically described in the policy; Inverse floaters; Ranges notes, Mortgage-derived interest-only strips; Zero interest accrual securities if held to maturity; Trading securities for the sole purpose of speculating on the future direction of interest rates; Purchasing or selling securities on margin; Reverse repurchase agreements; Securities lending or any other form of borrowing or leverage; Foreign currency denominated securities Complies
Callable Securities 20% maximum (does not include "make whole call" securities) Complies Maximum Issuer 5% max per issuer, except as noted in Section VIII of the investment policy Complies Duration Approximately equal to duration of the benchmark Complies Maximum maturity 5 years Complies
City of National City
As of December 31, 2022
Assets managed by Chandler Asset Management are in full compliance with state law and with the City's investment policy.

Statement of Compliance

BOOK VALUE RECONCILIATION
BEGINNING BOOK VALUE $37,574,866.72
Acquisition
+ Security Purchases $756,971.88
+ Money Market Fund Purchases $110,557.93
+ Money Market Contributions $0.00
+ Security Contributions $0.00
+ Security Transfers $0.00
Total Acquisitions $867,529.81
Dispositions
- Security Sales $591,282.00
- Money Market Fund Sales $167,698.67
- MMF Withdrawals $2,513.08
- Security Withdrawals $0.00
- Security Transfers $0.00
- Other Dispositions $0.00
- Maturites $0.00
- Calls $0.00
- Principal Paydowns $87,497.17
Total Dispositions $848,990.92
Amortization/Accretion
+/- Net Accretion $0.00
$0.00
Gain/Loss on Dispositions
+/- Realized Gain/Loss ($8,689.60)
($8,689.60)
ENDING BOOK VALUE $37,584,716.01

CASH TRANSACTION SUMMARY
BEGINNING BALANCE $68,648.33
Acquisition
Contributions $0.00
Security Sale Proceeds $591,282.00
Accrued Interest Received $337.50
Interest Received $22,717.21
Dividend Received $343.55
Principal on Maturities $0.00
Interest on Maturities $0.00
Calls/Redemption (Principal) $0.00
Interest from Calls/Redemption $0.00
Principal Paydown $87,497.17
Total Acquisitions $702,177.43
Dispositions
Withdrawals $2,513.08
Security Purchase $756,971.88
Accrued Interest Paid $2,346.29
Total Dispositions $761,831.25
ENDING BOOK VALUE $8,994.51
Reconciliation Summary
As of December 31, 2022
City of National City
Execution Time: 1/4/2023 12:56:40 AMChandler Asset Management - CONFIDENTIAL Page 3

Income Earned
As of December 31, 2022
City of National City
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income

FIXED INCOME
023135BW5 Amazon.com Inc
Note

0.45% Due 05/12/2024
05/10/2021
05/12/2021
255,000.00
254,627.70

0.00 0.00
254,627.70

60.56 0.00
156.19

95.63 0.00

0.00 0.00

95.63 95.63
023135CF1 Amazon.com Inc
Callable Note Cont 3/13/2027

3.3% Due 04/13/2027
04/11/2022
04/13/2022
205,000.00
204,577.70

0.00 0.00
204,577.70
902.00

0.00 1,465.75
563.75

0.00 0.00

0.00 563.75
563.75
037833EB2 Apple Inc
Callable Note Cont 1/8/2026

0.7% Due 02/08/2026
01/13/2022
01/18/2022
700,000.00
677,908.00

0.00 0.00
677,908.00
1,538.06

0.00 1,946.39
408.33

0.00 0.00

0.00 408.33
408.33
05601XAC3 BMW Vehicle Lease Trust
2022-1 A3

1.1% Due 03/25/2025
01/11/2022
01/19/2022
120,000.00
119,982.06

0.00 0.00
119,982.06

22.00 110.00

22.00 110.00

0.00 0.00

0.00 110.00
110.00
06368FAC3 Bank of Montreal
Note

1.25% Due 09/15/2026
11/18/2021
11/22/2021
500,000.00
491,120.00

0.00 0.00
491,120.00
1,319.44

0.00 1,840.28
520.84

0.00 0.00

0.00 520.84
520.84
06406RAX5 Bank of NY Mellon Corp
Callable Note Cont 9/25/2024

0.85% Due 10/25/2024
12/15/2021
12/17/2021
500,000.00
495,325.00

0.00 0.00
495,325.00
425.00

0.00 779.17
354.17

0.00 0.00

0.00 354.17
354.17
084664CZ2 Berkshire Hathaway
Callable Note Cont 2/15/2027

2.3% Due 03/15/2027
03/07/2022
03/15/2022
430,000.00
429,918.30

0.00 0.00
429,918.30
2,087.89

0.00 2,912.06
824.17

0.00 0.00

0.00 824.17
824.17
084670BR8 Berkshire Hathaway
Callable Note Cont 1/15/2023

2.75% Due 03/15/2023
08/26/2019
08/28/2019
400,000.00
412,068.00

0.00 0.00
412,068.00
2,322.22

0.00 3,238.89
916.67

0.00 0.00

0.00 916.67
916.67
09690AAC7 BMW Vehicle Lease Trust
2021-2 A3

0.33% Due 12/26/2024
09/08/2021
09/15/2021
97,461.58
99,989.68

0.00 2,538.16
97,451.52

5.50 27.50

5.36 27.36

0.00 0.00

0.00 27.36

27.36 Execution Time: 1/4/2023 12:56:40 AMChandler Asset Management - CONFIDENTIAL Page 16

Income Earned
As of December 31, 2022
City of National City
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
14913R2L0 Caterpillar Financial Service
Note

0.45% Due 05/17/2024
05/10/2021
05/17/2021
405,000.00
404,457.30

0.00 0.00
404,457.30

70.88 0.00
222.75
151.87

0.00 0.00

0.00 151.87
151.87
24422EUR8 John Deere Capital Corp
Note

3.45% Due 01/10/2024
03/14/2019
03/18/2019
400,000.00
408,860.00

0.00 0.00
408,860.00
5,405.00

0.00 6,555.00
1,150.00

0.00 0.00

0.00 1,150.00
1,150.00
24422EVN6 John Deere Capital Corp
Note

0.45% Due 01/17/2024
03/01/2021
03/04/2021
275,000.00
274,804.75

0.00 0.00
274,804.75
460.63

0.00 563.75
103.12

0.00 0.00

0.00 103.12
103.12
3130A0F70 FHLB
Note

3.375% Due 12/08/2023
01/30/2019
01/31/2019
525,000.00
540,734.25

0.00 0.00
540,734.25
8,514.84
8,859.38
1,132.03
1,476.57

0.00 0.00

0.00 1,476.57
1,476.57
3130A1XJ2 FHLB
Note

2.875% Due 06/14/2024
Various
Various
580,000.00
605,009.60

0.00 0.00
605,009.60
7,735.34
8,337.50
787.44
1,389.60

0.00 0.00

0.00 1,389.60
1,389.60
3130A2UW4 FHLB
Note

2.875% Due 09/13/2024
10/29/2019
10/30/2019
300,000.00
315,474.00

0.00 0.00
315,474.00
1,868.75

0.00 2,587.50
718.75

0.00 0.00

0.00 718.75
718.75
3135G04Q3 FNMA
Note

0.25% Due 05/22/2023
05/20/2020
05/22/2020
645,000.00
643,058.55

0.00 0.00
643,058.55

40.31 0.00
174.69
134.38

0.00 0.00

0.00 134.38
134.38
3135G05G4 FNMA
Note

0.25% Due 07/10/2023
07/08/2020
07/10/2020
560,000.00
558,796.00

0.00 0.00
558,796.00
548.33

0.00 665.00
116.67

0.00 0.00

0.00 116.67
116.67
3135G06H1 FNMA
Note

0.25% Due 11/27/2023
11/23/2020
11/25/2020
580,000.00
579,338.80

0.00 0.00
579,338.80

16.11 0.00
136.94
120.83

0.00 0.00

0.00 120.83
120.83
Execution Time: 1/4/2023 12:56:40 AMChandler Asset Management - CONFIDENTIAL Page 17

Income Earned
As of December 31, 2022
City of National City
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
3135G0X24 FNMA
Note

1.625% Due 01/07/2025
01/16/2020
01/17/2020
625,000.00
623,050.00

0.00 0.00
623,050.00
4,062.50

0.00 4,908.85
846.35

0.00 0.00

0.00 846.35
846.35
3137EAEP0 FHLMC
Note

1.5% Due 02/12/2025
06/04/2020
06/05/2020
625,000.00
652,443.75

0.00 0.00
652,443.75
2,838.54

0.00 3,619.79
781.25

0.00 0.00

0.00 781.25
781.25
3137EAER6 FHLMC
Note
Due 05/05/2023
05/05/2020
05/07/2020

0.00 599,748.00

0.00 599,748.00

0.00 162.50
337.50

0.00 175.00

0.00 0.00

0.00 175.00
175.00
3137EAEV7 FHLMC
Note

0.25% Due 08/24/2023
08/27/2020
08/31/2020
900,000.00
899,037.00

0.00 0.00
899,037.00
606.25

0.00 793.75
187.50

0.00 0.00

0.00 187.50
187.50
3137EAEX3 FHLMC
Note

0.375% Due 09/23/2025
09/24/2020
09/25/2020
450,000.00
448,857.00

0.00 0.00
448,857.00
318.75

0.00 459.38
140.63

0.00 0.00

0.00 140.63
140.63
3137EAEY1 FHLMC
Note

0.125% Due 10/16/2023
10/14/2020
10/16/2020
630,000.00
627,650.10

0.00 0.00
627,650.10

98.44 0.00
164.06

65.62 0.00

0.00 0.00

65.62 65.62
3137EAEZ8 FHLMC
Note

0.25% Due 11/06/2023
11/17/2020
11/18/2020
650,000.00
649,467.00

0.00 0.00
649,467.00
112.85

0.00 248.26
135.41

0.00 0.00

0.00 135.41
135.41
43813GAC5 Honda Auto Receivables Trust
2021-1 A3

0.27% Due 04/21/2025
02/17/2021
02/24/2021
56,099.40
60,355.46

0.00 4,257.09
56,098.37

4.53 13.58

4.21 13.26

0.00 0.00

0.00 13.26

13.26 43813KAC6 Honda Auto Receivables Trust
2020-3 A3

0.37% Due 10/18/2024
09/22/2020
09/29/2020
125,394.86
137,861.80

0.00 12,485.36
125,376.44

18.42 42.51

16.75 40.84

0.00 0.00

0.00 40.84

40.84 Execution Time: 1/4/2023 12:56:40 AMChandler Asset Management - CONFIDENTIAL Page 18

Income Earned
As of December 31, 2022
City of National City
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
43813RAC1 Honda Auto Receivables
2020-1 A3

1.61% Due 04/22/2024
02/19/2020
02/26/2020
16,501.78
19,352.56

0.00 2,854.02
16,498.54

8.66 25.97

7.38 24.69

0.00 0.00

0.00 24.69

24.69 43815BAC4 Honda Auto Receivables Trust
2022-1 A3

1.88% Due 05/15/2026
02/15/2022
02/23/2022
195,000.00
194,970.67

0.00 0.00
194,970.67
162.93
305.50
162.93
305.50

0.00 0.00

0.00 305.50
305.50
43815GAC3 Honda Auto Receivables Trust
2021-4 A3

0.88% Due 01/21/2026
11/16/2021
11/24/2021
120,000.00
119,974.70

0.00 0.00
119,974.70

29.33 88.00

29.33 88.00

0.00 0.00

0.00 88.00

88.00 4581X0DZ8 Inter-American Dev Bank
Note

0.5% Due 09/23/2024
09/15/2021
09/23/2021
505,000.00
504,626.30

0.00 0.00
504,626.30
476.94

0.00 687.36
210.42

0.00 0.00

0.00 210.42
210.42
459058GQ0 Intl. Bank Recon & Development
Note

2.5% Due 03/19/2024
01/26/2021
01/28/2021
450,000.00
481,473.00

0.00 0.00
481,473.00
2,250.00

0.00 3,187.50
937.50

0.00 0.00

0.00 937.50
937.50
459058JM6 Intl. Bank Recon & Development
Note

0.25% Due 11/24/2023
11/17/2020
11/24/2020
320,000.00
319,312.00

0.00 0.00
319,312.00

15.56 0.00

82.22 66.66

0.00 0.00

0.00 66.66

66.66 45950KCR9 International Finance Corp
Note

1.375% Due 10/16/2024
07/12/2021
07/14/2021
300,000.00
308,070.00

0.00 0.00
308,070.00
515.63

0.00 859.38
343.75

0.00 0.00

0.00 343.75
343.75
477870AC3 John Deere Owner Trust
2019-B A3
Due 12/15/2023
07/16/2019
07/24/2019

0.00 267.96

0.00 267.96

0.00 0.26

0.50 0.00

0.24 0.00

0.00 0.00

0.24 0.24
47787JAC2 John Deere Owner Trust
2022-A A3

2.32% Due 09/16/2026
03/10/2022
03/16/2022
150,000.00
149,966.82

0.00 0.00
149,966.82
154.67
290.00
154.67
290.00

0.00 0.00

0.00 290.00
290.00
Execution Time: 1/4/2023 12:56:40 AMChandler Asset Management - CONFIDENTIAL Page 19

Income Earned
As of December 31, 2022
City of National City
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
47787NAC3 John Deere Owner Trust
2020-B A3

0.51% Due 11/15/2024
07/14/2020
07/22/2020
28,473.41
31,144.72

0.00 2,675.64
28,469.08

7.06 13.24

6.45 12.63

0.00 0.00

0.00 12.63

12.63 47788UAC6 John Deere Owner Trust
2021-A A3

0.36% Due 09/15/2025
03/02/2021
03/10/2021
100,303.25
107,033.35

0.00 6,749.37
100,283.98

17.13 32.12

16.05 31.04

0.00 0.00

0.00 31.04

31.04 47789KAC7 John Deere Owner Trust
2020-A A3

1.1% Due 08/15/2024
03/04/2020
03/11/2020
35,629.47
42,331.78

0.00 6,704.48
35,627.30

20.70 38.81

17.42 35.53

0.00 0.00

0.00 35.53

35.53 47789QAC4 John Deere Owner Trust
2021-B A3

0.52% Due 03/16/2026
07/13/2021
07/21/2021
135,000.00
134,987.96

0.00 0.00
134,987.96

31.20 58.50

31.20 58.50

0.00 0.00

0.00 58.50

58.50 47800AAC4 John Deere Owner Trust
2022-B A3

3.74% Due 02/16/2027
07/12/2022
07/20/2022
155,000.00
154,985.20

0.00 0.00
154,985.20
257.64
483.08
257.64
483.08

0.00 0.00

0.00 483.08
483.08
58769KAD6 Mercedes-Benz Auto Lease Trust
2021-B A3

0.4% Due 11/15/2024
06/22/2021
06/29/2021
155,000.00
154,988.30

0.00 0.00
154,988.30

27.56 51.67

27.56 51.67

0.00 0.00

0.00 51.67

51.67 61747YET8 Morgan Stanley
Callable Note Cont 7/17/2025

4.679% Due 07/17/2026
07/18/2022
07/20/2022
205,000.00
205,000.00

0.00 0.00
205,000.00
3,490.40

0.00 4,289.73
799.33

0.00 0.00

0.00 799.33
799.33
65479JAD5 Nissan Auto Receivables Owner
2019-C A3

1.93% Due 07/15/2024
10/16/2019
10/23/2019
42,533.38
54,492.61

0.00 11,961.48
42,531.13

46.75 87.65

36.48 77.38

0.00 0.00

0.00 77.38

77.38 665859AW4 Northern Trust Company
Callable Note Cont 4/10/2027
4% Due 05/10/2027
09/28/2022
09/30/2022
500,000.00
485,540.00

0.00 0.00
485,540.00
1,166.67

0.00 2,833.33
1,666.66

0.00 0.00

0.00 1,666.66
1,666.66
Execution Time: 1/4/2023 12:56:40 AMChandler Asset Management - CONFIDENTIAL Page 20

Income Earned
As of December 31, 2022
City of National City
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
69371RR40 Paccar Financial Corp
Note

0.5% Due 08/09/2024
08/03/2021
08/09/2021
155,000.00
154,916.30

0.00 0.00
154,916.30
241.11

0.00 305.69

64.58 0.00

0.00 0.00

64.58 64.58
78015K7H1 Royal Bank of Canada
Note

1.15% Due 06/10/2025
11/16/2021
11/18/2021
500,000.00
496,035.00

0.00 0.00
496,035.00
2,731.25
2,875.00
335.42
479.17

0.00 0.00

0.00 479.17
479.17
79466LAG9 Salesforce.com Inc
Callable Note Cont 7/15/2022

0.625% Due 07/15/2024
06/29/2021
07/12/2021
65,000.00
64,966.85

0.00 0.00
64,966.85
153.47

0.00 187.33

33.86 0.00

0.00 0.00

33.86 33.86
808513BN4 Charles Schwab Corp
Callable Note Cont 2/18/2024

0.75% Due 03/18/2024
Various
Various
485,000.00
487,196.50

0.00 0.00
487,196.50
737.60

0.00 1,040.73
303.13

0.00 0.00

0.00 303.13
303.13
808513BY0 Charles Schwab Corp
Callable Note Cont 2/3/2027

2.45% Due 03/03/2027
03/01/2022
03/03/2022
80,000.00
79,913.60

0.00 0.00
79,913.60
479.11

0.00 642.44
163.33

0.00 0.00

0.00 163.33
163.33
857477BR3 State Street Bank
Callable Note Cont 2/6/2025

1.746% Due 02/06/2026
02/02/2022
02/07/2022
125,000.00
125,000.00

0.00 0.00
125,000.00
697.19

0.00 879.06
181.87

0.00 0.00

0.00 181.87
181.87
87612EBM7 Target Corp
Callable Note Cont 12/15/2026

1.95% Due 01/15/2027
01/19/2022
01/24/2022
215,000.00
214,634.50

0.00 0.00
214,634.50
1,583.83

0.00 1,933.21
349.38

0.00 0.00

0.00 349.38
349.38
89114TZG0 Toronto-Dominion Bank
Note

1.25% Due 09/10/2026
11/17/2021
11/19/2021
500,000.00
489,720.00

0.00 0.00
489,720.00
1,406.25

0.00 1,927.08
520.83

0.00 0.00

0.00 520.83
520.83
89232HAC9 Toyota Auto Receivable Own
2020-A A3

1.66% Due 05/15/2024
06/17/2020
06/19/2020
46,931.83
58,372.73

0.00 10,359.27
48,013.46

42.10 78.93

34.63 71.46

0.00 0.00

0.00 71.46

71.46 Execution Time: 1/4/2023 12:56:40 AMChandler Asset Management - CONFIDENTIAL Page 21

Income Earned
As of December 31, 2022
City of National City
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
89236TFS9 Toyota Motor Credit Corp
Note

3.35% Due 01/08/2024
05/20/2019
05/22/2019
400,000.00
411,444.00

0.00 0.00
411,444.00
5,322.78

0.00 6,439.44
1,116.66

0.00 0.00

0.00 1,116.66
1,116.66
89236XAC0 Toyota Auto Receivables
2020-D A3

0.35% Due 01/15/2025
10/06/2020
10/13/2020
47,566.72
52,660.55

0.00 5,102.69
47,557.86

8.19 15.36

7.40 14.57

0.00 0.00

0.00 14.57

14.57 89237VAB5 Toyota Auto Receivables Trust
2020-C A3

0.44% Due 10/15/2024
07/21/2020
07/27/2020
57,212.47
64,226.70

0.00 7,018.63
57,208.07

12.56 23.55

11.19 22.18

0.00 0.00

0.00 22.18

22.18 89240BAC2 Toyota Auto Receivables Owners
2021-A A3

0.26% Due 05/15/2025
02/02/2021
02/08/2021
199,203.38
213,913.03

0.00 14,746.62
199,166.41

24.72 46.36

23.02 44.66

0.00 0.00

0.00 44.66

44.66 91159HHX1 US Bancorp
Callable Note Cont 6/28/2024

2.4% Due 07/30/2024
03/25/2021
03/29/2021
450,000.00
475,276.50

0.00 0.00
475,276.50
3,630.00

0.00 4,530.00
900.00

0.00 0.00

0.00 900.00
900.00
9128282A7 US Treasury
Note

1.5% Due 08/15/2026
Various
Various
1,000,000.00
1,019,062.50

0.00 0.00
1,019,062.50
4,402.17

0.00 5,665.76
1,263.59

0.00 0.00

0.00 1,263.59
1,263.59
9128284Z0 US Treasury
Note

2.75% Due 08/31/2025
06/17/2021
06/18/2021
675,000.00
732,111.33

0.00 0.00
732,111.33
4,717.54

0.00 6,307.15
1,589.61

0.00 0.00

0.00 1,589.61
1,589.61
9128286L9 US Treasury
Note

2.25% Due 03/31/2026
10/25/2021
10/26/2021
1,000,000.00
1,050,234.38

0.00 0.00
1,050,234.38
3,832.42

0.00 5,748.63
1,916.21

0.00 0.00

0.00 1,916.21
1,916.21
912828P46 US Treasury
Note

1.625% Due 02/15/2026
Various
Various
1,300,000.00
1,303,801.76

0.00 0.00
1,303,801.76
6,199.73

0.00 7,979.28
1,779.55

0.00 0.00

0.00 1,779.55
1,779.55
Execution Time: 1/4/2023 12:56:40 AMChandler Asset Management - CONFIDENTIAL Page 22

Income Earned
As of December 31, 2022
City of National City
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
912828R36 US Treasury
Note

1.625% Due 05/15/2026
10/25/2021
10/26/2021
1,000,000.00
1,022,500.00

0.00 0.00
1,022,500.00
718.23

0.00 2,109.81
1,391.58

0.00 0.00

0.00 1,391.58
1,391.58
912828V98 US Treasury
Note

2.25% Due 02/15/2027
03/29/2022
03/30/2022
360,000.00
355,387.50

0.00 0.00
355,387.50
2,377.17

0.00 3,059.51
682.34

0.00 0.00

0.00 682.34
682.34
912828WE6 US Treasury
Note

2.75% Due 11/15/2023
07/22/2019
07/23/2019
600,000.00
624,000.00

0.00 0.00
624,000.00
729.28

0.00 2,142.27
1,412.99

0.00 0.00

0.00 1,412.99
1,412.99
912828ZT0 US Treasury
Note

0.25% Due 05/31/2025
02/25/2021
02/26/2021
675,000.00
665,112.30

0.00 0.00
665,112.30

4.64 0.00
148.35
143.71

0.00 0.00

0.00 143.71
143.71
91282CAM3 US Treasury
Note

0.25% Due 09/30/2025
Various
Various
1,000,000.00
970,800.79

0.00 0.00
970,800.79
425.82

0.00 638.74
212.92

0.00 0.00

0.00 212.92
212.92
91282CAT8 US Treasury
Note

0.25% Due 10/31/2025
11/29/2021
11/30/2021
650,000.00
629,535.16

0.00 0.00
629,535.16
139.16

0.00 278.31
139.15

0.00 0.00

0.00 139.15
139.15
91282CAZ4 US Treasury
Note

0.375% Due 11/30/2025
Various
Various
800,000.00
780,535.15

0.00 0.00
780,535.15

8.24 0.00
263.74
255.50

0.00 0.00

0.00 255.50
255.50
91282CBA8 US Treasury
Note

0.125% Due 12/15/2023
12/28/2020
12/29/2020
700,000.00
698,824.22

0.00 0.00
698,824.22
404.03
437.50

40.87 74.34

0.00 0.00

0.00 74.34

74.34 91282CBE0 US Treasury
Note

0.125% Due 01/15/2024
01/28/2021
01/29/2021
550,000.00
548,990.23

0.00 0.00
548,990.23
259.68

0.00 317.60

57.92 0.00

0.00 0.00

57.92 57.92
Execution Time: 1/4/2023 12:56:40 AMChandler Asset Management - CONFIDENTIAL Page 23

Income Earned
As of December 31, 2022
City of National City
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
91282CBV2 US Treasury
Note

0.375% Due 04/15/2024
04/29/2021
04/30/2021
650,000.00
650,583.98

0.00 0.00
650,583.98
314.73

0.00 522.32
207.59

0.00 0.00

0.00 207.59
207.59
91282CCG4 US Treasury
Note

0.25% Due 06/15/2024
06/24/2021
06/25/2021
300,000.00
298,160.16

0.00 0.00
298,160.16
346.31
375.00

35.03 63.72

0.00 0.00

0.00 63.72

63.72 91282CCT6 US Treasury
Note

0.375% Due 08/15/2024
12/15/2021
12/16/2021
800,000.00
789,000.00

0.00 0.00
789,000.00
880.43

0.00 1,133.15
252.72

0.00 0.00

0.00 252.72
252.72
91282CDG3 US Treasury
Note

1.125% Due 10/31/2026
11/18/2021
11/19/2021
1,000,000.00
995,507.81

0.00 0.00
995,507.81
963.40

0.00 1,926.80
963.40

0.00 0.00

0.00 963.40
963.40
91282CDH1 US Treasury
Note

0.75% Due 11/15/2024
11/29/2021
11/30/2021
650,000.00
648,324.22

0.00 0.00
648,324.22
215.47

0.00 632.94
417.47

0.00 0.00

0.00 417.47
417.47
91282CDK4 US Treasury
Note

1.25% Due 11/30/2026
12/22/2021
12/23/2021
1,000,000.00
1,001,601.56

0.00 0.00
1,001,601.56

34.34 0.00
1,098.90
1,064.56

0.00 0.00

0.00 1,064.56
1,064.56
91282CEF4 US Treasury
Note

2.5% Due 03/31/2027
05/25/2022
05/26/2022
690,000.00
682,722.66

0.00 0.00
682,722.66
2,938.19

0.00 4,407.28
1,469.09

0.00 0.00

0.00 1,469.09
1,469.09
91282CET4 US Treasury
Note

2.625% Due 05/31/2027
06/21/2022
06/22/2022
850,000.00
820,847.66

0.00 0.00
820,847.66

61.30 0.00
1,961.54
1,900.24

0.00 0.00

0.00 1,900.24
1,900.24
91282CFB2 US Treasury
Note

2.75% Due 07/31/2027
08/30/2022
08/31/2022
325,000.00
317,001.95

0.00 0.00
317,001.95
2,987.26

0.00 3,740.15
752.89

0.00 0.00

0.00 752.89
752.89
Execution Time: 1/4/2023 12:56:40 AMChandler Asset Management - CONFIDENTIAL Page 24

Income Earned
As of December 31, 2022
City of National City
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income
91282CFH9 US Treasury
Note

3.125% Due 08/31/2027
10/05/2022
10/06/2022
125,000.00
120,214.84

0.00 0.00
120,214.84
992.75

0.00 1,327.26
334.51

0.00 0.00

0.00 334.51
334.51
91282CFM8 US Treasury
Note

4.125% Due 09/30/2027
11/21/2022
11/22/2022
700,000.00
703,773.44

0.00 0.00
703,773.44
4,918.27

0.00 7,377.40
2,459.13

0.00 0.00

0.00 2,459.13
2,459.13
91282CFZ9 US Treasury
Note

3.875% Due 11/30/2027
12/28/2022
12/29/2022
760,000.00

0.00 756,971.88

0.00 756,971.88

0.00 (2,346.29)
2,589.01
242.72

0.00 0.00

0.00 242.72
242.72
91324PEC2 United Health Group Inc
Callable Note Cont 4/15/2026

1.15% Due 05/15/2026
11/24/2021
11/29/2021
500,000.00
490,095.00

0.00 0.00
490,095.00
255.56

0.00 734.72
479.16

0.00 0.00

0.00 479.16
479.16
931142ER0 Wal-Mart Stores
Callable Note Cont 08/17/2026

1.05% Due 09/17/2026
09/08/2021
09/17/2021
80,000.00
79,848.80

0.00 0.00
79,848.80
172.67

0.00 242.67

70.00 0.00

0.00 0.00

70.00 70.00
931142EW9 Wal-Mart Stores
Note

3.9% Due 09/09/2025
09/06/2022
09/09/2022
95,000.00
94,933.50

0.00 0.00
94,933.50
843.92

0.00 1,152.67
308.75

0.00 0.00

0.00 308.75
308.75
931142EX7 Wal-Mart Stores
Callable Note Cont 09/09/2027

3.95% Due 09/09/2027
10/05/2022
10/07/2022
350,000.00
341,393.50

0.00 0.00
341,393.50
3,149.03

0.00 4,301.11
1,152.08

0.00 0.00

0.00 1,152.08
1,152.08
Total Fixed Income 37,463,311.53
37,506,218.39
756,971.88
687,468.77
37,575,721.50
110,606.63
20,708.42
134,272.48
44,374.27

0.00 0.00

0.00 44,374.27
44,374.27
Execution Time: 1/4/2023 12:56:40 AMChandler Asset Management - CONFIDENTIAL Page 25

Income Earned
As of December 31, 2022
City of National City
CUSIP Security Description
Trade Date
Settle Date
Units
Book Value: Begin
Book Value: Acq
Book Value: Disp
Book Value: End
Prior Accrued
Inc. Received
Ending Accrued
Total Interest
Accr. Of Discount
Amort. Of Premium
Net Accret/Amort
Income Earned
Total Income

CASH & EQUIVALENT
60934N807 Federated Investors
Govt Oblig Fund Inst.

Various
Various
8,994.51
68,648.33
110,557.93
170,211.75
8,994.51

0.00 343.55

0.00 343.55

0.00 0.00

0.00 343.55
343.55
Total Cash & Equivalent 8,994.51
68,648.33
110,557.93
170,211.75
8,994.51

0.00 343.55

0.00 343.55

0.00 0.00

0.00 343.55
343.55
TOTAL PORTFOLIO 37,472,306.04
37,574,866.72
867,529.81
857,680.52
37,584,716.01
110,606.63
21,051.97
134,272.48
44,717.82

0.00 0.00

0.00 44,717.82
44,717.82
Execution Time: 1/4/2023 12:56:40 AMChandler Asset Management - CONFIDENTIAL Page 26

Dec
2022

PARTICIPANT CASH BALANCES
County of San Diego Pooled Money Fund
As of December 31, 2022
($000)
4 * Footnote: The Oracle ending balances for these pool participants are under $500. Due to rounding, the FMV will show as zero even though there is an Oracle balance.

FMV FMV FMV % of
PARTICIPANT 10/31/22 11/30/22 12/31/22 Total
Lakeside FPD 8,252 12,307 11,836 0.08%
Leucadia Wastewater District 998 1,053 1,012 0.01%
Lower Sweetwater FPD 526 704 677 0.00%
Metropolitan Transit System 98,439 96,874 93,170 0.62%
Mission Resource Conservation District 113 134 129 0.00% North County Transit District 32,026 33,690 32,402 0.22% North County Cemetery District 8,763 9,507 9,143 0.06%
North County Dispatch 5,064 6,225 5,987 0.04%
North County FPD 4,084 7,023 6,754 0.04%
Otay Water District 28,532 25,053 24,095 0.16%
Palomar Health 0 0 0 0.00%
Pomerado Cemetery District 2,185 2,480 2,385 0.02%
Public Agencies Self-Insurance System 3,374 3,549 3,413 0.02% Ramona Cemetery District 1,066 1,167 1,122 0.01%
Rancho Santa Fe FPD 7,960 12,047 11,586 0.08%
Resource Conservation District of Greater SD* 0 0 0 0.00% Rincon del Diablo Municipal Water District 6,586 3,928 3,778 0.03% SANDAG 27,576 25,932 24,941 0.17%
SD County Regional Airport Authority 326,737 286,787 275,821 1.83% San Diego Housing Commission 21,354 22,463 21,604 0.14% San Diego Geographic Information Source 291 -199 -191 0.00% San Diego Law Library 6,850 7,127 6,854 0.05%
San Diego Local Agency Formation Comm 2,643 2,477 2,382 0.02% San Diego Regional Training Center 867 910 875 0.01%
San Dieguito River Park 1,018 827 795 0.01%
San Marcos FPD 1 1 1 0.00%
San Miguel Consolidated FPD 18,521 24,380 23,448 0.16%
Santa Fe Irrigation District 4,347 4,573 4,398 0.03%
Upper San Luis Rey Resource Conserv Dist 86 9 8 0.00%
Vallecitos Water District 5,340 5,617 5,402 0.04%
Valley Center FPD 1,410 1,701 1,636 0.01%
Valley Center Cemetery District 454 494 475 0.00%
Valley Center Water District 27,333 27,993 26,923 0.18% Vista FPD 5,042 5,254 5,053 0.03%
Whispering Palms Community Services District* 0 0 0 0.00% Total Voluntary Participants 964,966 975,097 937,812 6.23% Pooled Money Fund Total $ 12,054,828 $ 15,663,361 $ 15,064,442 100.00% FMV FMV FMV % of
PARTICIPANT 10/31/22 11/30/22 12/31/22 Total
COUNTY 2,094,850 3,261,336 3,136,633 20.82%
COUNTY - SPECIAL TRUST FUNDS 1,868,007 2,533,435 2,436,564 16.17% NON-COUNTY INVESTMENT FUNDS 102,145 139,032 133,716 0.89% SCHOOLS - (K THRU 12) 5,801,921 7,231,628 6,955,113 46.17%

COMMUNITY COLLEGES
San Diego 191,630 263,674 253,592 1.69%
Grossmont-Cuyamaca 198,708 228,362 219,630 1.46%
MiraCosta 237,579 379,092 364,596 2.42%
Palomar 246,613 286,153 275,211 1.83%
Southwestern 348,409 365,551 351,573 2.33%
Total Community Colleges 1,2222,939 1,522,832 1,464,604 9.72% FIRST 5 COMMISSION 35,800 40,080 38,548 0.26%
SDCERA 7,543 7,781 7,483 0.05%
CITIES
Chula Vista 30,730 32,327 31,090 0.21%
Coronado 81,707 96,962 93,254 0.62%
Del Mar 2,672 2,811 2,703 0.02%
Encinitas 1,175 1,236 1,189 0.01%
National City 35,054 36,875 35,465 0.24%
Oceanside* 0 0 0 0.00%
Solana Beach* 0 0 0 0.00%
Vista 77 85 81 0.00%

INDEPENDENT AGENCIES
Air Pollution Control District 91,197 99,159 95,368 0.63% Alpine FPD 1,695 2,787 2,680 0.02%
Bonita-Sunnyside FPD 5,345 6,520 6,270 0.04%
Borrego Springs FPD 860 1,271 1,223 0.01%
Canebrake County Water District 53 55 53 0.00%
Deer Springs FPD 13,035 14,974 14,401 0.10%
Grossmont Healthcare District 2 2 2 0.00%
Julian-Cuyamaca FPD 1 1 1 0.00%
Lake Cuyamaca Rec & Park District 182 84 81 0.00%

Below is the market price for December 2022.

Thank you,

Kristine Gachalian
Investment Analyst
San Diego County Treasurer-Tax Collector's Office
1600 Pacific Highway Rm. 151 | San Diego, CA 92101
Phone: 619.531.5692 | Fax: 619.446.8222 | www.sdttc.com

Below is the market price for November 2022.

Thank you,

Kristine Gachalian
Investment Analyst
San Diego County Treasurer-Tax Collector's Office
1600 Pacific Highway Rm. 151 | San Diego, CA 92101
Phone: 619.531.5692 | Fax: 619.446.8222 | www.sdttc.com

Below is the market price for October 2022.

Thank you,

2/2/23, 2:01 PM LAIF Regular Monthly Statement
https://laifms.treasurer.ca.gov/RegularStatement.aspx 1/1 Local Agency Investment Fund
P.O. Box 942809
Sacramento, CA 94209-0001
(916) 653-3001
February 02, 2023
LAIF Home
PMIA Average Monthly
Yields

CITY OF NATIONAL CITY

FINANCE DIRECTOR
1243 NATIONAL CITY BLVD
NATIONAL CITY , CA 91950-4397
Tran Type Definitions

0.00 Beginning Balance: 38,713,020.47
December 2022 Statement
Account Summary
Total Deposit:

Total Withdrawal:

0.00 Ending Balance: 38,713,020.47

Local Agency Investment Fund
P.O. Box 942809
Sacramento, CA 94209-0001
(916) 653-3001
December 15, 2022
LAIF Home
PMIA Average Monthly
Yields

CITY OF NATIONAL CITY

FINANCE DIRECTOR
1243 NATIONAL CITY BLVD
NATIONAL CITY , CA 91950-4397
November 2022 Statement
Tran Type Definitions
Effective
Date
Transaction
Date
Tran
Type Confirm
Number
Web
Confirm
Number Authorized Caller Amount
11/10/2022 11/9/2022 RW 1717877 N/A RACHELLE BARRERA -4,000,000.00 Account Summary
Total Deposit: 0.00 Beginning Balance: 42,713,020.47
Total Withdrawal: -4,000,000.00 Ending Balance: 38,713,020.47

11/28/22, 8:34 AM LAIF Regular Monthly Statement
https://laifms.treasurer.ca.gov/RegularStatement.aspx 1/1 Local Agency Investment Fund
P.O. Box 942809
Sacramento, CA 94209-0001
(916) 653-3001
November 28, 2022
LAIF Home
PMIA Average Monthly
Yields

CITY OF NATIONAL CITY

FINANCE DIRECTOR
1243 NATIONAL CITY BLVD
NATIONAL CITY , CA 91950-4397

October 2022 Statement
Tran Type Definitions
Effective
Date
Transaction
Date
Tran
Type Confirm
Number
Web
Confirm
Number Authorized Caller Amount
10/14/2022 10/13/2022 QRD 1716510 N/A SYSTEM 134,700.10 Account Summary
Total Deposit: 134,700.10 Beginning Balance: 42,578,320.37 Total Withdrawal: 0.00 Ending Balance: 42,713,020.47

2/2/23, 2:07 PM Untitled Page
https://laif.sco.ca.gov/Result.aspx 1/1
MALIA M. COHEN
California State Controller

LOCAL AGENCY INVESTMENT FUND

REMITTANCE ADVICE
Agency Name NATIONAL CITY
Account Number
As of 01/13/2023, your Local Agency Investment Fund account has been directly credited with the interest earned on your deposits for the quarter ending 12/31/2022.

Earnings Ratio .00005680946709337
Interest Rate 2.07%
Dollar Day Total $ 3,719,846,781.94
Quarter End Principal Balance $ 38,713,020.47
Quarterly Interest Earned $ 211,322.51

Carrying Cost Plus
Description Accrued Interest Purch. Amortized Cost Fair Value Accrued Interest United States Treasury:

Bills 35,572,298,376.73$ 35,896,965,984.48$ 35,813,625,000.00$ NA Notes 96,336,543,012.97$ 96,327,058,254.86$ 93,171,299,000.00$ 287,620,426.50$ Federal Agency:

SBA 338,889,007.89$ 338,889,007.89$ 338,773,080.09$ 1,004,954.08$ MBS-REMICs 3,465,697.68$ 3,465,697.68$ 3,425,155.69$ 15,470.20$ Debentures 9,096,582,571.99$ 9,096,520,766.45$ 8,886,499,200.00$ 26,924,215.25$ Debentures FR -$ -$ -$ -$
Debentures CL 2,900,000,000.00$ 2,900,000,000.00$ 2,833,516,000.00$ 26,791,810.50$ Discount Notes 25,325,736,041.68$ 25,562,614,902.86$ 25,510,373,000.00$ NA Supranational Debentures 2,426,390,203.78$ 2,425,759,648.22$ 2,338,151,100.00$ 7,376,541.50$ Supranational Debentures FR -$ -$ -$ -$
CDs and YCDs FR -$ -$ -$ -$
Bank Notes 100,000,000.00$ 100,000,000.00$ 99,990,832.29$ 1,541,666.67$ CDs and YCDs 12,400,000,000.00$ 12,400,000,000.00$ 12,382,893,375.51$ 124,083,166.66$ Commercial Paper 7,895,772,944.44$ 7,975,413,013.94$ 7,970,181,986.08$ NA Corporate:

Bonds FR -$ -$ -$ -$
Bonds 530,321,150.56$ 530,164,414.45$ 503,140,960.00$ 4,279,027.65$ Repurchase Agreements -$ -$ -$ -$
Reverse Repurchase -$ -$ -$ -$
Time Deposits 5,144,000,000.00$ 5,144,000,000.00$ 5,144,000,000.00$ NA PMIA & GF Loans 376,811,000.00$ 376,811,000.00$ 376,811,000.00$ NA TOTAL 198,446,810,007.72$ 199,077,662,690.83$ 195,372,679,689.66$ 479,637,279.01$ Fair Value Including Accrued Interest 195,852,316,968.67$ Repurchase Agreements, Time Deposits, PMIA & General Fund loans, and Reverse Repurchase agreements are carried at portfolio book value (carrying cost).

The value of each participating dollar equals the fair value divided by the amortized cost (0.981389258).

As an example: if an agency has an account balance of $20,000,000.00, then the agency would report its participation in the LAIF valued at $19.627,785.16 or $20,000,000.00 x 0.981389258.

State of California
Pooled Money Investment Account
Market Valuation
12/31/2022

4/25/23, 2:39 PM PMIA Average Monthly Effective Yields
https://www.treasurer.ca.gov/pmia-laif/historical/avg_mn_ylds.asp 1/2 Home ->> PMIA ->> PMIA Average Monthly Effective Yields PMIA Average Monthly Effective Yields
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
1977 5.770 5.660 5.660 5.650 5.760 5.850 5.930 6.050 6.090 6.090 6.610 6.730 1978 6.920 7.050 7.140 7.270 7.386 7.569 7.652 7.821 7.871 8.110 8.286 8.769 1979 8.777 8.904 8.820 9.082 9.046 9.224 9.202 9.528 9.259 9.814 10.223 10.218 1980 10.980 11.251 11.490 11.480 12.017 11.798 10.206 9.870 9.945 10.056 10.426 10.961 1981 10.987 11.686 11.130 11.475 12.179 11.442 12.346 12.844 12.059 12.397 11.887 11.484 1982 11.683 12.044 11.835 11.773 12.270 11.994 12.235 11.909 11.151 11.111 10.704 10.401 1983 10.251 9.887 9.688 9.868 9.527 9.600 9.879 10.076 10.202 10.182 10.164 10.227 1984 10.312 10.280 10.382 10.594 10.843 11.119 11.355 11.557 11.597 11.681 11.474 11.024 1985 10.579 10.289 10.118 10.025 10.180 9.743 9.656 9.417 9.572 9.482 9.488 9.371 1986 9.252 9.090 8.958 8.621 8.369 8.225 8.141 7.844 7.512 7.586 7.432 7.439 1987 7.365 7.157 7.205 7.044 7.294 7.289 7.464 7.562 7.712 7.825 8.121 8.071 1988 8.078 8.050 7.945 7.940 7.815 7.929 8.089 8.245 8.341 8.397 8.467 8.563 1989 8.698 8.770 8.870 8.992 9.227 9.204 9.056 8.833 8.801 8.771 8.685 8.645 1990 8.571 8.538 8.506 8.497 8.531 8.538 8.517 8.382 8.333 8.321 8.269 8.279 1991 8.164 8.002 7.775 7.666 7.374 7.169 7.098 7.072 6.859 6.719 6.591 6.318 1992 6.122 5.863 5.680 5.692 5.379 5.323 5.235 4.958 4.760 4.730 4.659 4.647 1993 4.678 4.649 4.624 4.605 4.427 4.554 4.438 4.472 4.430 4.380 4.365 4.384 1994 4.359 4.176 4.248 4.333 4.434 4.623 4.823 4.989 5.106 5.243 5.380 5.528 1995 5.612 5.779 5.934 5.960 6.008 5.997 5.972 5.910 5.832 5.784 5.805 5.748 1996 5.698 5.643 5.557 5.538 5.502 5.548 5.587 5.566 5.601 5.601 5.599 5.574 1997 5.583 5.575 5.580 5.612 5.634 5.667 5.679 5.690 5.707 5.705 5.715 5.744 1998 5.742 5.720 5.680 5.672 5.673 5.671 5.652 5.652 5.639 5.557 5.492 5.374 1999 5.265 5.210 5.136 5.119 5.086 5.095 5.178 5.225 5.274 5.391 5.484 5.639 2000 5.760 5.824 5.851 6.014 6.190 6.349 6.443 6.505 6.502 6.517 6.538 6.535 2001 6.372 6.169 5.976 5.760 5.328 4.958 4.635 4.502 4.288 3.785 3.526 3.261 2002 3.068 2.967 2.861 2.845 2.740 2.687 2.714 2.594 2.604 2.487 2.301 2.201 2003 2.103 1.945 1.904 1.858 1.769 1.697 1.653 1.632 1.635 1.596 1.572 1.545 2004 1.528 1.440 1.474 1.445 1.426 1.469 1.604 1.672 1.771 1.890 2.003 2.134 2005 2.264 2.368 2.542 2.724 2.856 2.967 3.083 3.179 3.324 3.458 3.636 3.808 2006 3.955 4.043 4.142 4.305 4.563 4.700 4.849 4.946 5.023 5.098 5.125 5.129 2007 5.156 5.181 5.214 5.222 5.248 5.250 5.255 5.253 5.231 5.137 4.962 4.801 2008 4.620 4.161 3.777 3.400 3.072 2.894 2.787 2.779 2.774 2.709 2.568 2.353 2009 2.046 1.869 1.822 1.607 1.530 1.377 1.035 0.925 0.750 0.646 0.611 0.569 2010 0.558 0.577 0.547 0.588 0.560 0.528 0.531 0.513 0.500 0.480 0.454 0.462 2011 0.538 0.512 0.500 0.588 0.413 0.448 0.381 0.408 0.378 0.385 0.401 0.382 2012 0.385 0.389 0.383 0.367 0.363 0.358 0.363 0.377 0.348 0.340 0.324 0.326 2013 0.300 0.286 0.285 0.264 0.245 0.244 0.267 0.271 0.257 0.266 0.263 0.264 2014 0.244 0.236 0.236 0.233 0.228 0.228 0.244 0.260 0.246 0.261 0.261 0.267 2015 0.262 0.266 0.278 0.283 0.290 0.299 0.320 0.330 0.337 0.357 0.374 0.400 2016 0.446 0.467 0.506 0.525 0.552 0.576 0.588 0.614 0.634 0.654 0.678 0.719 2017 0.751 0.777 0.821 0.884 0.925 0.978 1.051 1.084 1.111 1.143 1.172 1.239 2018 1.350 1.412 1.524 1.661 1.755 1.854 1.944 1.998 2.063 2.144 2.208 2.291 2019 2.355 2.392 2.436 2.445 2.449 2.428 2.379 2.341 2.280 2.190 2.103 2.043 2020 1.967 1.912 1.787 1.648 1.363 1.217 0.920 0.784 0.685 0.620 0.576 0.540 Home | Open Government | Careers | Contact | Calendar Home PMIA Home Contacts Time Deposits LAIF
Search

4/25/23, 2:39 PM PMIA Average Monthly Effective Yields
https://www.treasurer.ca.gov/pmia-laif/historical/avg_mn_ylds.asp 2/2 Home | Comments | Disclosure Notice | Privacy Notice | Accessibility Statement | Unclaimed Property | Site Map | Download Adobe Reader © 2023 California State Treasurer's Office
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021 0.458 0.407 0.357 0.339 0.315 0.262 0.221 0.221 0.206 0.203 0.203 0.212 2022 0.234 0.278 0.365 0.523 0.684 0.861 1.090 1.276 1.513 1.772 2.007 2.173 2023 2.425 2.624 2.831

AGENDA REPORT

Department: Administrative Services - Finance
Prepared by: Kecia Carrasco, Accountant
Meeting Date: Tuesday, June 6, 2023
Approved by: Armando Vergara, Acting City Manager

SUBJECT:

Investment Transactions for the Month Ended January 31, 2023.

RECOMMENDATION:

Accept and File the Investment Transaction Ledger for the Month Ended January 31, 2023.

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

Not Applicable.

EXPLANATION:

In accordance with California Government Code Section 53646 and Section XIIA of the City of National City’s investment policy, a monthly report shall be submitted to the legislative body accounting for transactions made during the reporting period.

The attached listing reflects investment transactions of the City of National City’s investment portfolio for the month ending January 31, 2023.

FINANCIAL STATEMENT:

In this period, there were acquisitions of $1,482,857.02 and dispositions of $1,447,811.16.

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Balanced Budget and Economic Development

ENVIRONMENTAL REVIEW:

This is not a project and, therefore, not subject to environmental review.

PUBLIC NOTIFICATION:

Agenda Report posted within 72 hours of meeting date and time in accordance with Brown Act.

ORDINANCE:

Not Applicable

EXHIBIT:

Exhibit A – 2023-0131 Investment Transaction Ledger

City of National City

MONTHLY ACCOUNT STATEMENT
JANUARY 1, 2023 THROUGH JANUARY 31, 2023
Information contained herein is confidential. We urge you to compare this statement to the one you receive from your qualified custodian. Please see Important Disclosures.

CHANDLER ASSET MANAGEMENT
chandlerasset.com
Chandler Team:

For questions about your account, please call (800) 317-4747, or contact [email protected]
Custodian
Bank of New York Mellon
Lauren Dehner
(904) 645-1918

Transaction Ledger
As of January 31, 2023
City of National City
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest
Pur/Sold Total Amount Gain/Loss

ACQUISITIONS
Purchase 01/04/2023 60934N807 348.10 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 348.10 0.00 348.10 0.00
Purchase 01/07/2023 60934N807 5,078.13 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 5,078.13 0.00 5,078.13 0.00
Purchase 01/08/2023 60934N807 6,700.00 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 6,700.00 0.00 6,700.00 0.00
Purchase 01/10/2023 60934N807 7,600.00 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 7,600.00 0.00 7,600.00 0.00
Purchase 01/15/2023 60934N807 2,643.13 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 2,643.13 0.00 2,643.13 0.00
Purchase 01/17/2023 60934N807 5,334.79 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 5,334.79 0.00 5,334.79 0.00
Purchase 01/17/2023 60934N807 58.50 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 58.50 0.00 58.50 0.00
Purchase 01/17/2023 60934N807 290.00 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 290.00 0.00 290.00 0.00
Purchase 01/17/2023 60934N807 305.50 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 305.50 0.00 305.50 0.00
Purchase 01/17/2023 60934N807 483.08 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 483.08 0.00 483.08 0.00
Purchase 01/17/2023 60934N807 51.67 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 51.67 0.00 51.67 0.00
Purchase 01/17/2023 60934N807 3,267.45 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 3,267.45 0.00 3,267.45 0.00
Purchase 01/17/2023 60934N807 7,029.76 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 7,029.76 0.00 7,029.76 0.00
Purchase 01/17/2023 60934N807 6,190.54 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 6,190.54 0.00 6,190.54 0.00
Purchase 01/17/2023 60934N807 11,516.39 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 11,516.39 0.00 11,516.39 0.00
Purchase 01/17/2023 60934N807 9,844.03 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 9,844.03 0.00 9,844.03 0.00
Execution Time: 2/2/2023 12:50:53 AMChandler Asset Management - CONFIDENTIAL Page 11

Transaction Ledger
As of January 31, 2023
City of National City
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest
Pur/Sold Total Amount Gain/Loss

ACQUISITIONS
Purchase 01/17/2023 60934N807 4,913.44 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 4,913.44 0.00 4,913.44 0.00
Purchase 01/17/2023 60934N807 6,760.91 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 6,760.91 0.00 6,760.91 0.00
Purchase 01/17/2023 60934N807 14,094.42 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 14,094.42 0.00 14,094.42 0.00
Purchase 01/18/2023 60934N807 12,440.61 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 12,440.61 0.00 12,440.61 0.00
Purchase 01/23/2023 60934N807 88.00 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 88.00 0.00 88.00 0.00
Purchase 01/23/2023 60934N807 4,194.36 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 4,194.36 0.00 4,194.36 0.00
Purchase 01/23/2023 60934N807 2,850.90 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 2,850.90 0.00 2,850.90 0.00
Purchase 01/25/2023 60934N807 110.00 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 110.00 0.00 110.00 0.00
Purchase 01/25/2023 60934N807 8,974.34 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 8,974.34 0.00 8,974.34 0.00
Purchase 01/25/2023 91282CFM8 325,000.00 US Treasury Note

4.125% Due 9/30/2027
102.137 3.62% 331,944.34 4,309.15 336,253.49 0.00
Purchase 01/25/2023 91282CGC9 1,000,000.00 US Treasury Note

3.875% Due 12/31/2027
101.289 3.59% 1,012,890.63 2,676.10 1,015,566.73 0.00
Purchase 01/30/2023 60934N807 5,400.00 Federated Investors Govt Oblig Fund Inst.

1.000 3.91% 5,400.00 0.00 5,400.00 0.00
Purchase 01/31/2023 60934N807 4,468.75 Federated Investors Govt Oblig Fund Inst.

1.000 3.91% 4,468.75 0.00 4,468.75 0.00
Subtotal 1,456,036.80 1,475,871.77 6,985.25 1,482,857.02 0.00 TOTAL ACQUISITIONS 1,456,036.80 1,475,871.77 6,985.25 1,482,857.02 0.00 Execution Time: 2/2/2023 12:50:53 AMChandler Asset Management - CONFIDENTIAL Page 12

Transaction Ledger
As of January 31, 2023
City of National City
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest
Pur/Sold Total Amount Gain/Loss

DISPOSITIONS
Sale 01/25/2023 60934N807 85,649.53 Federated Investors Govt Oblig Fund Inst.

1.000 3.89% 85,649.53 0.00 85,649.53 0.00
Sale 01/25/2023 912828WE6 600,000.00 US Treasury Note

2.75% Due 11/15/2023

98.445 4.74% 590,671.88 3,236.19 593,908.07 -33,328.12
Sale 01/25/2023 91282CBA8 700,000.00 US Treasury Note

0.125% Due 12/15/2023

96.023 4.75% 672,164.06 98.56 672,262.62 -26,660.16
Subtotal 1,385,649.53 1,348,485.47 3,334.75 1,351,820.22 -59,988.28 Paydown 01/17/2023 43815BAC4 0.00 Honda Auto Receivables Trust 2022-1 A3

1.88% Due 5/15/2026
100.000 0.00 305.50 305.50 0.00
Paydown 01/17/2023 47787JAC2 0.00 John Deere Owner Trust 2022-A A3

2.32% Due 9/16/2026
100.000 0.00 290.00 290.00 0.00
Paydown 01/17/2023 47787NAC3 3,255.35 John Deere Owner Trust 2020-B A3

0.51% Due 11/15/2024
100.000 3,255.35 12.10 3,267.45 0.50
Paydown 01/17/2023 47788UAC6 6,999.67 John Deere Owner Trust 2021-A A3

0.36% Due 9/15/2025
100.000 6,999.67 30.09 7,029.76 1.34
Paydown 01/17/2023 47789KAC7 6,157.88 John Deere Owner Trust 2020-A A3

1.1% Due 8/15/2024
100.000 6,157.88 32.66 6,190.54 0.38
Paydown 01/17/2023 47789QAC4 0.00 John Deere Owner Trust 2021-B A3

0.52% Due 3/16/2026
100.000 0.00 58.50 58.50 0.00
Paydown 01/17/2023 47800AAC4 0.00 John Deere Owner Trust 2022-B A3

3.74% Due 2/16/2027
100.000 0.00 483.08 483.08 0.00
Paydown 01/17/2023 58769KAD6 0.00 Mercedes-Benz Auto Lease Trust 2021- B A3

0.4% Due 11/15/2024
100.000 0.00 51.67 51.67 0.00
Paydown 01/17/2023 65479JAD5 11,447.98 Nissan Auto Receivables Owner 2019-C A3

1.93% Due 7/15/2024
100.000 11,447.98 68.41 11,516.39 0.61
Paydown 01/17/2023 89232HAC9 9,779.11 Toyota Auto Receivable Own 2020-A A3

1.66% Due 5/15/2024
100.000 9,779.11 64.92 9,844.03 -225.38
Paydown 01/17/2023 89236XAC0 4,899.57 Toyota Auto Receivables 2020-D A3

0.35% Due 1/15/2025
100.000 4,899.57 13.87 4,913.44 0.91
Execution Time: 2/2/2023 12:50:53 AMChandler Asset Management - CONFIDENTIAL Page 13

Transaction Ledger
As of January 31, 2023
City of National City
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest
Pur/Sold Total Amount Gain/Loss

DISPOSITIONS
Paydown 01/17/2023 89237VAB5 6,739.93 Toyota Auto Receivables Trust 2020-C A3

0.44% Due 10/15/2024
100.000 6,739.93 20.98 6,760.91 0.52
Paydown 01/17/2023 89240BAC2 14,051.26 Toyota Auto Receivables Owners 2021- A A3

0.26% Due 5/15/2025
100.000 14,051.26 43.16 14,094.42 2.61
Paydown 01/18/2023 43813KAC6 12,401.95 Honda Auto Receivables Trust 2020-3 A3

0.37% Due 10/18/2024
100.000 12,401.95 38.66 12,440.61 1.82
Paydown 01/23/2023 43813GAC5 4,181.74 Honda Auto Receivables Trust 2021-1 A3

0.27% Due 4/21/2025
100.000 4,181.74 12.62 4,194.36 0.08
Paydown 01/23/2023 43813RAC1 2,828.76 Honda Auto Receivables 2020-1 A3

1.61% Due 4/22/2024
100.000 2,828.76 22.14 2,850.90 0.56
Paydown 01/23/2023 43815GAC3 0.00 Honda Auto Receivables Trust 2021-4 A3

0.88% Due 1/21/2026
100.000 0.00 88.00 88.00 0.00
Paydown 01/25/2023 05601XAC3 0.00 BMW Vehicle Lease Trust 2022-1 A3

1.1% Due 3/25/2025
100.000 0.00 110.00 110.00 0.00
Paydown 01/25/2023 09690AAC7 8,947.54 BMW Vehicle Lease Trust 2021-2 A3

0.33% Due 12/26/2024
100.000 8,947.54 26.80 8,974.34 0.92
Subtotal 91,690.74 91,690.74 1,773.16 93,463.90 -215.13 Security
Withdrawal
01/23/2023 60934N807 2,527.04 Federated Investors Govt Oblig Fund Inst.

1.000 2,527.04 0.00 2,527.04 0.00
Subtotal 2,527.04 2,527.04 0.00 2,527.04 0.00
TOTAL DISPOSITIONS 1,479,867.31 1,442,703.25 5,107.91 1,447,811.16 -60,203.41

OTHER TRANSACTIONS
Interest 01/07/2023 3135G0X24 625,000.00 FNMA Note

1.625% Due 1/7/2025

0.000 5,078.13 0.00 5,078.13 0.00
Interest 01/08/2023 89236TFS9 400,000.00 Toyota Motor Credit Corp Note

3.35% Due 1/8/2024

0.000 6,700.00 0.00 6,700.00 0.00
Execution Time: 2/2/2023 12:50:53 AMChandler Asset Management - CONFIDENTIAL Page 14

Transaction Ledger
As of January 31, 2023
City of National City
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest
Pur/Sold Total Amount Gain/Loss

OTHER TRANSACTIONS
Interest 01/10/2023 24422EUR8 400,000.00 John Deere Capital Corp Note

3.45% Due 1/10/2024

0.000 6,900.00 0.00 6,900.00 0.00
Interest 01/10/2023 3135G05G4 560,000.00 FNMA Note

0.25% Due 7/10/2023

0.000 700.00 0.00 700.00 0.00
Interest 01/15/2023 79466LAG9 65,000.00 Salesforce.com Inc Callable Note Cont 7/15/2022

0.625% Due 7/15/2024

0.000 203.13 0.00 203.13 0.00
Interest 01/15/2023 87612EBM7 215,000.00 Target Corp Callable Note Cont 12/15/2026

1.95% Due 1/15/2027

0.000 2,096.25 0.00 2,096.25 0.00
Interest 01/15/2023 91282CBE0 550,000.00 US Treasury Note

0.125% Due 1/15/2024

0.000 343.75 0.00 343.75 0.00
Interest 01/17/2023 24422EVN6 275,000.00 John Deere Capital Corp Note

0.45% Due 1/17/2024

0.000 618.75 0.00 618.75 0.00
Interest 01/17/2023 61747YET8 205,000.00 Morgan Stanley Callable Note Cont 7/17/2025

4.679% Due 7/17/2026

0.000 4,716.04 0.00 4,716.04 0.00
Interest 01/30/2023 91159HHX1 450,000.00 US Bancorp Callable Note Cont 6/28/2024

2.4% Due 7/30/2024

0.000 5,400.00 0.00 5,400.00 0.00
Interest 01/31/2023 91282CFB2 325,000.00 US Treasury Note

2.75% Due 7/31/2027

0.000 4,468.75 0.00 4,468.75 0.00
Subtotal 4,070,000.00 37,224.80 0.00 37,224.80 0.00
Dividend 01/04/2023 60934N807 8,994.51 Federated Investors Govt Oblig Fund Inst.

0.000 348.10 0.00 348.10 0.00
Subtotal 8,994.51 348.10 0.00 348.10 0.00
TOTAL OTHER TRANSACTIONS 4,078,994.51 37,572.90 0.00 37,572.90 0.00 Execution Time: 2/2/2023 12:50:53 AMChandler Asset Management - CONFIDENTIAL Page 15

AGENDA REPORT

Department: Administrative Services - Finance
Prepared by: Kecia Carrasco, Accountant
Meeting Date: Tuesday, June 6, 2023
Approved by: Armando Vergara, Acting City Manager

SUBJECT:

Investment Transactions for the Month Ended February 28, 2023.

RECOMMENDATION:

Accept and file the Investment Transaction Ledger for the month ended February 28, 2023.

BOARD/COMMISSION/COMMITTEE PRIOR ACTION:

Not Applicable.

EXPLANATION:

In accordance with California Government Code Section 53646 and Section XIIA of the City of National City’s investment policy, a monthly report shall be submitted to the legislative body accounting for transactions made during the reporting period.

The attached listing reflects investment transaction s of the City of National City’s investment portfolio for the month ending February 28, 2023.

FINANCIAL STATEMENT:

In this period, there were acquisitions of $1,013,718.19 and dispositions of $971,506.67.

RELATED CITY COUNCIL 2020-2025 STRATEGIC PLAN GOAL:

Balanced Budget and Economic Development

ENVIRONMENTAL REVIEW:

This is not a project and, therefore, not subject to environmental review.

PUBLIC NOTIFICATION:

Agenda Report posted within 72 hours of meeting date and time in accordance with Brown Act.

ORDINANCE:

Not Applicable

EXHIBIT:

Exhibit A – 2023-0228 Investment Transaction Ledger

City of National City

MONTHLY ACCOUNT STATEMENT
FEBRUARY 1, 2023 THROUGH FEBRUARY 28, 2023
Information contained herein is confidential. We urge you to compare this statement to the one you receive from your qualified custodian. Please see Important Disclosures.

CHANDLER ASSET MANAGEMENT
chandlerasset.com
Chandler Team:

For questions about your account, please call (800) 317-4747, or contact [email protected]
Custodian
Bank of New York Mellon
Lauren Dehner
(904) 645-1918

Transaction Ledger
As of February 28, 2023
City of National City
Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/Disp Yield Amount Interest
Pur/Sold Total Amount Gain/Loss

ACQUISITIONS
Purchase 02/02/2023 60934N807 163.76 Federated Investors Govt Oblig Fund Inst.

1.000 3.91% 163.76 0.00 163.76 0.00
Purchase 02/06/2023 60934N807 1,091.25 Federated Investors Govt Oblig Fund Inst.

1.000 3.91% 1,091.25 0.00 1,091.25 0.00
Purchase 02/08/2023 60934N807 2,450.00 Federated Investors Govt Oblig Fund Inst.

1.000 3.91% 2,450.00 0.00 2,450.00 0.00
Purchase 02/09/2023 60934N807 387.50 Federated Investors Govt Oblig Fund Inst.

1.000 3.91% 387.50 0.00 387.50 0.00
Purchase 02/12/2023 60934N807 4,687.50 Federated Investors Govt Oblig Fund Inst.

1.000 3.91% 4,687.50 0.00 4,687.50 0.00
Purchase 02/14/2023 60934N807 410,165.02 Federated Investors Govt Oblig Fund Inst.

1.000 3.91% 410,165.02 0.00 410,165.02 0.00
Purchase 02/15/2023 438516CJ3 450,000.00 Honeywell Intl Callable Note Cont 01/15/2028

4.95% Due 2/15/2028
102.243 4.44% 460,093.50 0.00 460,093.50 0.00
Purchase 02/15/2023 60934N807 23,612.50 Federated Investors Govt Oblig Fund Inst.

1.000 3.91% 23,612.50 0.00 23,612.50 0.00
Purchase 02/15/2023 60934N807 483.08 Federated Investors Govt Oblig Fund Inst.

1.000 3.91% 483.08 0.00 483.08 0.00
Purchase 02/15/2023 60934N807 58.50 Federated Investors Govt Oblig Fund Inst.

1.000 3.91% 58.50 0.00 58.50 0.00
Purchase 02/15/2023 60934N807 290.00 Federated Investors Govt Oblig Fund Inst.

1.000 3.91% 290.00 0.00 290.00 0.00
Purchase 02/15/2023 60934N807 305.50 Federated Investors Govt Oblig Fund Inst.

1.000 3.91% 305.50 0.00 305.50 0.00
Purchase 02/15/2023 60934N807 4,991.43 Federated Investors Govt Oblig Fund Inst.

1.000 3.91% 4,991.43 0.00 4,991.43 0.00
Purchase 02/15/2023 60934N807 7,085.41 Federated Investors Govt Oblig Fund Inst.

1.000 3.91% 7,085.41 0.00 7,085.41 0.00
Purchase 02/15/2023 60934N807 7,065.78 Federated Investors Govt Oblig Fund Inst.

1.000 3.91% 7,065.78 0.00 7,065.78 0.00
Purchase 02/15/2023 60934N807 3,350.06 Federated Investors Govt Oblig Fund Inst.

1.000 3.91% 3,350.06 0.00 3,350.06 0.00
Execution Time: 3/1/2023 8:06:45 PMChandler Asset Management - CONFIDENTIAL Page 11