Written materials relating to an item on this agenda that are distributed to the legislative bodies within 72 hours before the item is to be considered at its regularly scheduled meeting will be made available for public inspection at the City Clerk’s Office, 300 West Third Street 4th Floor and at the Oxnard main library, 251 South A Street during customary business hours. Agenda reports are also on the City of Oxnard web site at www.oxnard.gov.
In compliance with the Americans with Disabilities Act, if you require special assistance to participate in a meeting, please contact the City Clerk’s Office at 385-7803. Notice at least 72 hours prior to the meeting will enable the City to reasonably arrange for your accessibility to the meeting.
Agenda Item Time Estimates include: (Minutes for Presentation + Council Discussion + Public Comment)
AGENDA
OXNARD CITY COUNCIL
FINANCE AND GOVERNANCE COMMITTEE
Council Chambers, 305 West Third Street
May 26, 2026
Regular Meeting - 5:00 to 6:30 PM
Zoom details to call-in for public comment during a meeting:
1. Dial Phone Number: (888) 475-4499
2. Enter Meeting ID: 828 5533 1008
3. Passcode: 494186
If you wish to speak during public comments or a particular item on the agenda, please sign-on by following the zoom call-in steps listed above. Once the presiding officer calls for public speakers, press *9 to raise your hand to inform the City Clerk you would like to speak during the public speaking section for that particular item on the agenda, while in the zoom waiting room. Press *6 when asked to unmute. Listen to the instructions provided virtually on the phone while on hold in the zoom waiting room. Please note that there is a slight time delay when viewing the meeting via television.
IN ACCORDANCE WITH ASSEMBLY BILL 2449, MEMBERS OF THE LEGISLATIVE BODY MAY MEET IN-PERSON OR REMOTELY. TO PARTICIPATE REMOTELY VISIT WWW.OXNARD.ORG.
To find out how you may provide public comment, please refer to the instructions below or at www.https://www.oxnard.org/city-meetings/.
The public may view the meeting from home on Spectrum channel 10, Frontier channel 35, or YouTube at Youtube.com/oxnardnews.
Video recordings of the meeting are typically available online following the meeting at the City’s website at www.oxnard.org/city- meetings.
*Please see the link for the Measure M pre-recorded presentation video for each item listed on this agenda.
YOU MAY PARTICIPATE IN THE MEETING IN THE FOLLOWING WAYS:
1. ATTEND THE MEETING AT THE LOCATION LISTED ABOVE: Submit a speaker card to the City Clerk.
2. EMAIL COMMENTS OR SIGN UP TO SPEAK REMOTELY BEFORE THE MEETING
a. Submit a request to speak remotely by 3 p.m. on the day of the meeting by using the form available at www.oxnard.org/citymeetings.
b. Submit an email to [email protected] by 3 p.m. on the day of the meeting (indicate the agenda item number in the subject line). All email correspondence will be forwarded to the legislative body prior to the start of the meeting and made part of the legislative record.
c. Contact the City Clerk’s Office at (805) 385-7803 to submit your request.
3. PROVIDING PUBLIC COMMENTS REMOTELY DURING THE MEETING
a. Follow Zoom details listed above.
1 OXNARD CITY COUNCIL: FINANCE & GOVERNANCE COMMITTEE
May 26, 2026 - Page 2
b. Public comments on agenda items will be taken following the announcement of the item. After the item is announced, members of the public may register or otherwise be recognized for the purpose of providing public comment.
Please review the Zoom instructions on the registration page to help ensure there are no technical difficulties during your comments and help you understand public comment procedures using Zoom. Detailed participation instructions can be found at www.oxnard.org/city-meetings.
In the event of a disruption which prevents a legislative body of the City of Oxnard from broadcasting a meeting using a call-in option or internet- based service option, or in the event of a disruption within the City’s control which prevents members of the public from offering public comment using the call-in option or internet-based service option, the legislative body shall take no further action on items appearing on a meeting agenda until public access to the meeting via the call-in option or internet-based service option is restored. However, if any of the broadcast options are disrupted, but any of the other broadcast options is still available to the public, the legislative body may take further action on items appearing on a meeting agenda without waiting for the disrupted broadcast option(s) to be restored.
A. ROLL CALL, POSTING OF AGENDA, FLAG SALUTE
Consideration of Teleconference Participation pursuant to Assembly Bill 2449.
B. PUBLIC COMMENTS ON ITEMS NOT ON THE AGENDA AND NON-ACTION ITEMS
A person may address the legislative body only on matters not appearing on the agenda and within the subject matter jurisdiction of the legislative body, and on non-action items. Speaker requests shall be submitted as set forth on the first page of this agenda. Speakers are limited to three minutes. After 30 minutes, if all speakers have not had the opportunity to speak, the remaining speakers will be given an opportunity to speak prior to the adjournment of the meeting. The legislative body cannot enter into a detailed discussion or take action on any items presented during public comments at this time. Such items may only be referred to the City Manager for administrative action or scheduled on a subsequent agenda for discussion.
C. CONSENT AGENDA
1. City Clerk Department
SUBJECT: Approval of Minutes.
RECOMMENDATION: That the Finance and Governance Committee approve the regular meeting minutes for May 12, 2026.
Contact: Luly Lopez, (805) 385-7805
D. REPORTS
1. Human Resources Department
SUBJECT: Agreement 32700002 with Occu-Med, Ltd. for Pre-Employment Medical Services for Public Safety Personnel.
RECOMMENDATION: That the Finance and Governance Committee recommend that the City Council approve and authorize the Mayor to execute a professional services agreement with Occu- Med, Ltd. for an initial term of three (3) years from July 1, 2026, to June 30, 2029, with a not-to- exceed amount of $385,000, for pre-employment medical screenings for public safety personnel.
Please click the following link to view the required Measure M pre-recorded presentation video: https://youtu.be/exw4d1oUSjQ
Contact: Steve Naveau, (805) 385-7947
2. Human Resources Department
SUBJECT: First Amendment to Agreement A-8319 with George Hills Company, Inc for Liability Claims Administration and Adjustment Services.
2 OXNARD CITY COUNCIL: FINANCE & GOVERNANCE COMMITTEE
May 26, 2026 - Page 3
RECOMMENDATION: That the Finance and Governance Committee recommend that the City Council approve and authorize the Mayor to execute a First Amendment to Agreement A-8319 with George Hills Company, Inc. to increase the agreement amount by $1,232,915, resulting in a total agreement not to exceed $2,317,097 for liability claims administration and adjustment services over a five-year term.
Please click the following link to view the required Measure M pre-recorded presentation video: https://youtu.be/6u2g6taiGAw
Contact: Steve Naveau, (805) 385-7947
3. Finance Department
SUBJECT: City Investment Policy & Delegation of Investment Authority.
RECOMMENDATION: That the Finance & Governance Committee recommend that the City Council adopt a resolution approving the FY 2026-27 Investment Policy for the City of Oxnard, and provide direction regarding delegation of investment authority.
Please click the following link to view the required Measure M pre-recorded presentation video: https://youtu.be/aOdbAqjV3xg
Contact: Eric Sonstegard, (805) 385-7478
4. Public Works Department
SUBJECT: Fiscal Year (FY) 2026-27 Resolution to Levy Assessments in the Waterways Maintenance District.
RECOMMENDATION: That the Finance and Governance Committee recommend that the City Council, acting as the legislative body for the Waterways Maintenance District:
1. Hold a public hearing regarding proposed assessments for the Waterways Maintenance District for Fiscal Year 2026-27;
2. Adopt a resolution to levy the maintenance assessment on property within the Waterways Maintenance District for Fiscal Year 2026-27; and
3. Authorize the Approval of Agreement A-8620, entered into by and between the City of Oxnard and the Harbour Island Homeowners Association, accepting the donation of $10,000 from the Harbour Island Homeowners Association (HOA) to support landscape maintenance and on-call services within the Waterways Maintenance District Zone 2.
Please click the following link to view the required Measure M pre-recorded presentation video: https://youtu.be/r_Ow7V6YB0g
Contact: Michael Wolfe, (805) 385-8055
5. Public Works Department
SUBJECT: Fiscal Year (FY) 2026-27 Special Tax Levy for Community Facility Districts Numbers 1, 2, 3, 4, 5, 8, 9 and 2000-3.
RECOMMENDATION: That the Finance and Governance Committee recommend that the City Council acting as the legislative body for Community Facilities Districts (CFD) No. 1, 2, 3, 4, 5, 8, 9 and 2000-3:
1. Adopt a resolution setting a special tax rate within CFD No. 1 (Westport at Mandalay Bay) for Fiscal Year 2026-27;
2. Adopt a resolution setting a special tax rate within CFD No. 2 (Westport at Mandalay Bay) for Fiscal Year 2026-27;
3 OXNARD CITY COUNCIL: FINANCE & GOVERNANCE COMMITTEE
May 26, 2026 - Page 4
3. Adopt a resolution setting a special tax rate within CFD No. 3 (Seabridge at Mandalay Bay) for Fiscal Year 2026-27;
4. Adopt a resolution setting a special tax rate within CFD No. 4 (Seabridge at Mandalay Bay) for Fiscal Year 2026-27;
5. Adopt a resolution setting a special tax rate within CFD No. 5 (Riverpark) for Fiscal Year 2026-27;
6. Adopt a resolution setting a special tax rate within CFD No. 8 (Sakioka Farms Business Park) for Fiscal Year 2026-27;
7. Adopt a resolution setting a special tax rate within CFD No. 9 (North Shore at Mandalay Bay) for Fiscal Year 2026-27;
8. Adopt a resolution setting a special tax rate within CFD No. 2000-3 (Oxnard Boulevard/Highway 101 Interchange) for Fiscal Year 2026-27; and
9. Authorize the Public Works Director, or designee, to execute an agreement for Billing of Direct Assessments with the Ventura County Auditor-Controller to provide the service of placement of direct assessments on the Ventura County Secured Tax Roll.
Please click the following link to view the required Measure M pre-recorded presentation video: https://youtu.be/lyRi0FK394Y
Contact: Michael Wolfe, (805) 385-8055
E. ITEMS FOR FUTURE AGENDAS
F. ADJOURNMENT
4 FINANCE AND GOVERNANCE COMMITTEE
AGENDA REPORT
CONSENT AGENDA
AGENDA ITEM NO. C.1
DATE: May 26, 2026
TO: Finance & Governance Committee
FROM: Luly Lopez, City Clerk, (805) 385-7805, [email protected]
SUBJECT: Approval of Minutes.
RECOMMENDATION
That the Finance and Governance Committee approve the regular meeting minutes for May 12, 2026.
BACKGROUND
Approval of minutes.
STRATEGIC PRIORITIES
This agenda item is a routine operational item or does not relate to the five strategic priorities adopted by City Council on March 16, 2021.
FINANCIAL IMPACT
There is no financial impact.
Prepared by: Luly Lopez, City Clerk
ATTACHMENTS
1. Finance and Governance Committee minutes for May 12 2026
5 MINUTES
OXNARD CITY COUNCIL
FINANCE AND GOVERNANCE COMMITTEE
Regular Meeting
May 12, 2026
A. ROLL CALL, POSTING OF AGENDA, FLAG SALUTE
At 5:00 p.m., Chair Luis A. Mc Arthur called to order the regular meeting of the Oxnard City Council Finance and Governance Committee in the City Hall Council Chambers at 305 West Third Street, Oxnard, California. Committee Members Gabriela Rodriguez, Aaron Starr and Chair Luis A. Mc Arthur were present. The City Clerk stated that the agenda was posted on Tuesday, May 5, 2026 at the Library, City Hall kiosk, City Administrative Offices and on the website.
The meeting opened with the pledge of allegiance to the flag of the United States.
Staff members present were Alexander Nguyen, City Manager; Eric Sonstegard, Assistant City Manager; Stephen Fischer, City Attorney; Javier Chagoyen-Lázaro, Chief Financial Officer; Michael Wolfe, Public Works Director; Anthony Miller, Special Districts Manager; Jose Arreola, Fleet Services Manager and Lourdes A. López, City Clerk.
Consideration of Teleconference Participation pursuant to Assembly Bill 2449.
B. PUBLIC COMMENTS ON ITEMS NOT ON THE AGENDA AND NON-ACTION ITEMS
No public comments were received.
C. CONSENT AGENDA
1. City Clerk Department
SUBJECT: Approval of Minutes.
RECOMMENDATION: That the Finance and Governance Committee approve the regular meeting minutes for April 28, 2026.
No public comments were received.
It was moved by Member Starr, seconded by Member Rodriguez, to approve the Information/Consent item as presented. VOTE: Starr, Rodriguez and Mc Arthur voted in favor; the motion carried 3-0.
D. REPORTS
1. Finance Department
SUBJECT: 2025 Single Audit Report and FY 24-25 Annual Comprehensive Financial Report and Summary Presentation.
RECOMMENDATION: That the Finance and Governance Committee receive, and recommend that staff proceed to the full City Council with, the 2025 Single Audit 6 OXNARD CITY COUNCIL: FINANCE & GOVERNANCE COMMITTEE
May 12, 2026 - Page 2
Report, FY 24-25 Annual Comprehensive Financial Report (ACFR), Fiscal Year 2024- 25 Warrants Register in the Form of that ACFR, and summary presentation from the City's external financial auditors, Macias Gini & O’Connell, LLP.
The Chief Financial Officer introduced Linda Hurley, Partner with Macias Gini & O’Connell LLP, who discussed the audit evaluation process and stated that a clean opinion was issued. Ms. Hurley also outlined the steps that will be used for next year’s audit.
Discussion ensued among Council and staff. No public comments were received.
It was moved by Member Starr, seconded by Member Rodriguez, to approve the Information/Consent item as presented. VOTE: Rodriguez, Starr and Mc Arthur voted in favor; the motion carried 3-0.
2. Finance Department
SUBJECT: Update on the Financial Corrective Action Plan (FCAP) for Closing Past Audit Findings.
RECOMMENDATION: That the Finance and Governance Committee receive an update on the Financial Corrective Action Plan (FCAP) for closing past audit findings and recommend staff forward the presentation to City Council.
No public comments were received.
It was moved by Member Rodriguez, seconded by Member Starr, to approve the recommended action as presented. VOTE: Starr, Rodriguez and Mc Arthur voted in favor; the motion carried 3-0.
3. Public Works Department
SUBJECT: Fiscal Year (FY) 2026-27 Resolution to Levy Assessments in Mandalay Beach Maintenance District.
RECOMMENDATION: That the Finance & Governance Committee recommend that the City Council, acting as the legislative body for the Mandalay Beach Maintenance District:
1. Hold a Public Hearing on June 1, 2026, to receive public testimony regarding the proposed Fiscal Year 2026-27 assessments for the Mandalay Beach Maintenance District; and
2. Adopt a resolution to levy the special tax assessment for Fiscal Year 2026-27 within the Mandalay Beach Maintenance District.
The Public Works Director and Special Districts Manager presented and were available to answer questions. Discussion ensued among Council and staff.
No public comments were received.
7 OXNARD CITY COUNCIL: FINANCE & GOVERNANCE COMMITTEE
May 12, 2026 - Page 3
It was moved by Chair Mc Arthur, seconded by Member Rodriguez, to approve the recommended action as presented. VOTE: Rodriguez and Mc Arthur voted in favor; Member Starr voted no. The motion carried 2-1.
4. Public Works Department
SUBJECT: Fiscal Year (FY) 2026-27 Landscape Maintenance Districts Initiation of Proceedings to Levy Assessments, Approval of a Consolidated Engineers Report, and Declaration of Intention to Levy Assessments.
RECOMMENDATION: That the Finance and Governance Committee recommend that the City Council, acting as the legislative body of the City of Oxnard Landscape Maintenance Districts (LMDs):
1. Adopt “A Resolution of the City Council of the City of Oxnard, California, initiating proceedings to levy assessments against real property for Fiscal Year 2026-27 in connection with the City’s Landscape Maintenance Districts”;
2. Adopt “A Resolution of the City Council of the City of Oxnard, California, approving a Consolidated Engineer’s Report regarding assessments against real property for Fiscal Year 2026-27 in connection with the City’s Landscape Maintenance Districts”; and
3. Adopt “A Resolution of the City Council of the City of Oxnard, California, declaring its intention to levy assessments against real property for Fiscal Year 2026-
27 in connection with the City’s Landscape Maintenance Districts” setting the Public Hearing for June 16, 2026.
The Public Works Director and Special Districts Manager presented and were available to answer questions. Discussion ensued among Council and staff.
Public comments were received from Alicia Percell.
It was moved by Chair Mc Arthur, seconded by Member Rodriguez, to approve the recommended action as presented. VOTE: Rodriguez and Mc Arthur voted in favor; Member Starr voted no. The motion carried 2-1.
E. ITEMS FOR FUTURE AGENDAS
No requests were made.
F. ADJOURNMENT
There being no further business on the agenda, and without objection, Chair Mc Arthur adjourned the meeting at 6:14 p.m.
________________________________ ________________________________ LOURDES A. LÓPEZ LUIS A. MC ARTHUR
City Clerk Chair
8 FINANCE AND GOVERNANCE COMMITTEE
AGENDA REPORT
REPORTS
AGENDA ITEM NO. D.1
DATE: May 26, 2026
TO: Finance & Governance Committee
FROM: Steve Naveau, Human Resources Director, (805) 385-7947, [email protected]
SUBJECT: Agreement 32700002 with Occu-Med, Ltd. for Pre-Employment Medical Services for Public Safety Personnel.
RECOMMENDATION
That the Finance and Governance Committee recommend that the City Council approve and authorize the Mayor to execute a professional services agreement with Occu-Med, Ltd. for an initial term of three (3) years from July 1, 2026, to June 30, 2029, with a not-to-exceed amount of $385,000, for pre-employment medical screenings for public safety personnel.
Please click the following link to view the required Measure M pre-recorded presentation video: https://youtu.be/exw4d1oUSjQ
BACKGROUND
These services are necessary to evaluate the pre-employment medical condition of police and fire public safety candidates. Under state and federal law, the City is required to conduct medical evaluations of public safety candidates prior to appointment.
The City’s current contract with Occu-Med, Ltd. will expire on June 30, 2026, and has reached the maximum number of allowable amendments. On December 18, 2025, the Purchasing Division released a Request for Proposal (RFP) No. 26-56 for Pre-Employment Medical Exams for Public Safety Personnel. The RFP was distributed directly to three (3) medical evaluation firms and publicly advertised on www.publicpurchase.com as well as the City’s Purchasing website. The solicitation closed on January 26, 2026, with two (2) proposals received.
An evaluation panel consisting of a Human Resources Analyst, Police Commander, and EMS Chief, reviewed and scored the proposals based on established criteria. Occu-Med was determined to be the most qualified proposer due to its ability to provide medical evaluations for out-of-state candidates, a capability not offered by the other proposer. Additionally, Occu-Med is the City’s current provider, and staff have been satisfied with the quality and reliability of services provided. Based on this evaluation and past performance, staff recommends award of the contract to Occu-Med, Ltd.
Under the proposed agreement, Occu-Med will provide comprehensive pre-employment medical evaluation services for public safety candidates, including police, fire, and related classifications. Services include scheduling and conducting medical examinations, reviewing medical histories, and determining candidates’ fitness for duty in accordance with applicable standards, including POST, Cal/OSHA, and NFPA guidelines. 9 The scope of work also includes diagnostic testing such as physical examinations, laboratory testing, drug screening, and cardiac and pulmonary assessments, as well as coordination of evaluations for out-of-state candidates.
The vendor will provide timely written medical clearance reports and recommendations to the City, maintain confidential medical records, and ensure compliance with all applicable legal and regulatory requirements. The contract includes both the cost of the medical examinations and the associated professional evaluation services.
STRATEGIC PRIORITIES
This agenda item is a routine operational item or does not relate to the five strategic priorities adopted by City Council on March 16, 2021.
FINANCIAL IMPACT
There is no additional financial impact related to the approval of this agreement. Pre-employment medical evaluation services are paid out of existing Police and Fire Department Operating budgets. The total for this agreement is not to exceed $385,000 over a three (3) year term.
For Finance Use Only (Orgs. 1012111, 1012501, 1012511, 1012541, 70202512; Objects 53110, 53200)
Prepared by: Megan Ferguson, Administrative Services Manager
ATTACHMENTS
1. Occu-Med Ltd Presentation
2. Flattened Services Agreement
10 Agreement 32700002 with Occu-Med, Ltd. for
Pre-Employment Medical Services for Public Safety
Personnel
Finance and Governance Committee
May 26, 2026
City Council
June 16, 2026
Megan Ferguson
Human Resources Manager
11 Recommendation
2 That the Finance & Governance Committee:
Approve and authorize the Mayor to execute a professional services agreement with Occu-Med, Ltd. for an initial term of three (3) years from July 1, 2026, to June 30, 2029, with a not-to-exceed amount of $385,000, for pre-employment medical screenings for public safety personnel.
12 Background
Under state and federal law, the City is required to conduct medical evaluations of public safety candidates prior to appointment.
The City’s current contract with Occu-Med is set to expire on June 30, 2026 and has reached the maximum number of allowable amendments.
On December 18, 2025, an RFP was issued. It closed on January 26, 2026. • The RFP was distributed directly to three medical evaluation firms and published on:
• Publicpurchase.com
• Oxnard.gov
• T wo firms submitted proposals
3 13
Background
The proposals were reviewed and scored by the following staff:
• Human Resources - Administrative Services Analyst
• Police - Police Commander
• Fire - EMS Chief
Staff determined Occu-Med to be the most qualified based on the following comprehensive scoring criteria:
• Experience in the field of Occupational Health
• Professional Qualifications of Medical Providers
• Response time related to the scheduling of appointments • Location and ability to manage out-of-state candidates • Ability to meet City requirements
• References
4 14
Background
On February 17, 2026, the City awarded an intent letter to Occu-Med, Ltd. for being the most responsive and responsible bidder.
Occu-Med was selected due to its ability to provide medical evaluations for out-of-state candidates.
Additionally, Occu-Med is the City’s current provider, and staff have been satisfied with the quality and reliability of services provided.
5 15
Background
Under the proposed agreement, Occu-Med will provide comprehensive pre-employment medical evaluation services for public safety candidates, including police, fire, and related classifications.
Services include:
• scheduling and conducting medical examinations
• diagnostic testing such as physical examinations, laboratory testing, drug screening, and cardiac and pulmonary assessments
• reviewing medical histories, and determining candidates’ fitness for duty in accordance with applicable standards, including POST, Cal/OSHA, and NFPA guidelines • coordination of evaluations for out-of-state candidates 6 16
Financial Impact
The total cost for this agreement is not to exceed $385,000 over a three year termfrom July 1, 2026 to June 30, 2029.
These are not new services and there is no financial impact.
Pre-employment medical evaluation services are paid out of existing Police and Fire Department Operating budgets.
7 17
End of Presentation
18 PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF OXNARD AND OCCU-MED LTD.By This Professional Services Agreement(“Agreement”), the City of Oxnard (“City”) agrees to engage the Services of Occu-Med (“Consultant”), and Consultant agrees to perform the Services for City as herein described, for the compensation, during the term, and otherwise subject to the covenants and conditions herein set forth. City and Consultant may be individually referred to as “Party” or collectively as the “Parties.” 1. SUMMARY DESCRIPTION OF SERVICES.Medical services provider for pre-employment medicals for Public Safety personnel.2. PARTIES.City of Oxnard, a general law and municipal corporation of the State of California,located at 300 West Third Street, Oxnard California 93030.Occu-Med Ltd., a corporation of the State of California, located at 2121 West BullardAvenue, Fresno California 93711.3. TERM OF AGREEMENT:From (Date): July 1, 2026 To (Date): June 30, 2029A. Time is of the essence in this AgreementB. The City shall have the option to exercise one extension for a two-yearterm, in accordance with the scope of work and terms and conditions ofthis Agreement. Any price negotiations, if allowed, shall be negotiated atthe time of contract extension.C. This Agreement shall not exceed a total of five (5) years (including theinitial term and any options to extend). The City in its sole discretion mayexercise the option terms upon sixty (60) days written notice to theConsultant (or any other time if the parties so agree) in accordance withSection 12 of this Agreement. The option term shall be commenced by anamendment to this agreement.D. All Services required of Consultant under this Agreement shall becompleted on or before the end of the term of the Agreement.4. AGREEMENT AMOUNT NOT TO EXCEED:$385,000. 32700002
19 5. AGREEMENT EXHIBITS. The following documents memorialized below are theonly exhibits to this Agreement and are incorporated by reference as though fully setforth herein. In the event of a conflict between the Exhibits and this Agreement, theAgreement controls.Exhibit A: Scope of ServicesExhibit B: Schedule of CompensationExhibit C: Insurance Requirements: City Insurance Exhibit INS-A Exhibit D: Submitted Proposal Exhibit E: Living Wage Policy 6. DESIGNATED REPRESENTATIVES. The Designated Representatives listed belowshall be authorized to act on behalf of the named Party, be responsible fornegotiations and contractual matters, and coordinate with each other to perform theServices under this Agreement. Additionally, Consultant’s Services shall beperformed or immediately supervised by the Consultant’s Representative:City Designated Representative Name: Jackie RamosTitle: Admin Svcs Admn/SupvPhone: 805-385-7451Email: [email protected] Address: 300 W 3rd St, Oxnard CA 93030Consultant Designated RepresentativeName: Chris St. George Title: BD DirectorPhone: 559-435-2800 X207Email: [email protected] Address: 2121 W Bullard Ave, Fresno CA 93711 7. CONTRACTUAL PREREQUISITES. This Agreement must first be executed by theConsultant, after which the Agreement shall be approved as to form by the CityAttorney, then executed by the Mayor, or an authorized person on behalf of the City,and if executed by the Mayor shall also be executed by the City Clerk.A. Consultant is advised that any recommendation for Agreement award isnot binding on City until the Agreement is fully executed and approved byCity.B. A request for modification of the terms, prior to execution of theAgreement, must be made in writing and presented to the DesignatedRepresentative of the City prior to the time this Agreement is executed.C. All proof of a City tax certificate, insurance, and W-9 forms is requiredprior to execution of this Agreement. 32700002
20 D. Consultant shall not perform any work under this Agreement until a proof of insurance has been provided to the City as required under Section 24 of this Agreement. 8. CONSULTANT’S SERVICES. A. Consultant shall perform the tasks, obligations, and Services set forth in the “Scope of Services,” attached to and incorporated into this Agreement as “Exhibit A.” Once this Agreement is executed, the Scope of Services may only be modified by written Amendment pursuant to Section 13 of this Agreement.B. The Services shall be coordinated with the designated City Project Manager set forth in Exhibit A subject to the direction of the City Manager or Department Director. Consultant hereby designates its Project Manager as set forth in “Exhibit A” as the person responsible for the Services who shall coordinate with City’s Project Manager in executing the Scope of Services under this Agreement. 9. COMPENSATION. City shall pay Consultant for the Services performed pursuant to the terms of this Agreement and the “Schedule of Compensation,” attached to and incorporated into this Agreement as “Exhibit B.” City shall pay Consultant an amount not to exceed the amount is listed in Section 5 of this Agreement. Once this Agreement is executed, the Schedule of Compensation may only be modified by written Amendment pursuant to Section 13 of this Agreement, and may be subject to approval by the City Council. A. Rates and Fees may be adjusted on an annual basis, notice of any increase shall be provided in writing 30 days prior and shall go into effect on July 1 of each contract year or option year. Annual Rate and Fee adjustments may be increased in accordance with the Consumer Price Index for Los Angeles-Long Beach-Riverside in place prior to June 1, but under no circumstances shall an annual increase to a rate or fee exceed 3%.10.PAYMENT and INVOICES. The City shall pay all undisputed portions of any applicable invoice within thirty (30) days after receipt of an invoice. In the event the City disputes one or more items in an invoice, the City shall, within thirty (30) days after receipt of such invoice, notify the Consultant of the item(s) being disputed and the reason(s) therefore. The City may withhold payment for such disputed items until resolution of the dispute. 32700002
21 A. Payment Request. Consultant shall submit a payment request to CITY by the end of each calendar month listing the Services provided, costs of those Services, and total amount due for the month. Invoices may be emailed to: [email protected]. B. Consultant’s acceptance of final payment made pursuant to this Agreement shall constitute a release of City from all claims and liabilities for compensation to Consultant for anything completed, finished or relating to the Services. City’s payment shall not constitute nor be deemed a release of the responsibility and liability of Consultant for the accuracy and competency of the information provided and/or the Services performed hereunder, nor shall such payment be deemed to be an assumption of responsibility or liability by City for any defect or error in the Services performed by Consultant and its employees, agents and subcontracted Consultants.C. Consultant shall provide City with a completed Request for Taxpayer Identification Number and Certification, as issued by the Internal Revenue Service. If any sales tax is due for the Services performed by Consultant or materials or products provided to City by Consultant, Consultant shall pay the sales tax. City shall not reimburse Consultant for sales taxes paid by Consultant. D. Non-Appropriation of Funds. Payments to be made to Consultant by City for the Services performed within the current fiscal year are within the current fiscal budget and within an available, unexhausted and unencumbered appropriation of City. In the event City does not appropriate sufficient funds for payment of the Services beyond the current fiscal year, this Agreement shall cover payment for the Services only up to the conclusion of the last fiscal year in which City appropriated sufficient funds and shall automatically terminate at that fiscal year’s conclusion. 11. OPTION TO EXTEND AGREEMENT. When in the City’s best interest, this Agreement may only be extended, if the City, in its discretion, exercises an option term in accordance with Section 4 subparagraphs (B) and (C) of this Agreement. The initial term, plus any option to extend shall not exceed a total of five (5) years.If no option to extend the Agreement appears in section 4(B), then this Agreement shall not be extended. 12.MODIFICATION OF AGREEMENT. This Agreement may be amended, modified, or otherwise altered, or its provisions waived, only upon mutual consent of the Parties by written amendment. The City may request that the Consultant perform Extra 32700002
22 Services. As used herein, "Extra Services" means any services, which are determined by the City to be necessary for the proper completion of the project, but which the Parties did not reasonably anticipate would be necessary at the execution of this Agreement. A written amendment signed by both Parties shall be required to authorize performance of and payment for Extra Services. 13.TERMINATION OF AGREEMENT.City may terminate this Agreement at any time, with or without cause and without penalty, upon fifteen (15) calendar days’ prior written notice pursuant to Section 22 of this Agreement. Such termination shall be effective on the date specified in the notice, or if no date is specified, then fifteen (15) calendar days from the date of the notice. City shall be liable to Consultant only for work done by Consultant up to and including the date of termination of this Agreement unless the termination is for cause, in which event Consultant need be compensated only to the extent required by law. Consultant may terminate this Agreement at any time during the term of the Agreement by giving the City sixty (60) calendar days’ prior written notice. 14. [RESERVED] 15. INDEPENDENT CONTRACTOR.Consultant is and shall at all times remain, as to City, a wholly independent contractor. Neither City nor any of its employees or agents shall have control over the conduct of Consultant or any of its employees, except as stated in this Agreement. Consultant has and shall retain the right to exercise full control over the employment, direction, means of performance, location, compensation and discharge of all persons assisting Consultant. This Agreement shall not be interpreted to prevent or preclude Consultant from rendering any Services for Consultant’s own account or to any other person or entity as Consultant in its sole discretion shall determine; provided, however, that performing such Services shall not materially interfere with the Services the Consultant shall perform for the City. The City retains the right to provide general instructions to and observe the Consultant in the performance of all Services done on behalf of the City.Consultant and its employees, subconsultants, and agents have no authority, express or implied, to act on behalf of City in any capacity, to incur any debt, obligation or liability on behalf of City, bind City in any manner, or otherwise act on behalf of City as an agent. Consultant and its employees are not employees of City. Consultant and its employees are not entitled to receive from City any of the benefits or rights afforded employees of City, including but not limited to reserve leave, sick leave, vacation leave, holiday leave, compensatory leave, Public EmployeesRetirement System benefits, and health, life, dental, long-term disability and workers’ 32700002
23 compensation insurance benefits. Consultant shall not, at any time or in any manner, represent that it or any of its agents, subconsultants, or employees are in any manner agents, subconsultants, or employees of City.16.LAWFUL PERFORMANCE. Consultant shall abide by all federal, state, and local laws and regulations as may be related to the performance of duties under this Agreement. Consultant, at its sole expense, shall obtain and maintain during the term of this Agreement, all appropriate permits, licenses, and certificates that may be required in connection with the performance of Services under this Agreement. 17.SAFETY REQUIREMENTS. Consultant shall not perform any Services for the City when the Consultant is impaired by alcohol or a controlled substance. When there is reasonable cause to believe that any person has violated this provision, that person shall be immediately removed from the premises and be subject to any applicable civil and/or criminal penalties under the City’s Code and/or under state law. All work performed under this Agreement shall be performed in such a manner as to provide safety to the public. The City reserves the right to issue restraining or cease and desist orders to Consultant when unsafe or harmful acts are observed or reported relative to the performance of the work under this Agreement. The acceptance of Consultant 's work by City shall not operate as a release of the Consultant from such standard of care and workmanship. 18. STANDARD OF PERFORMANCE; WARRANTY. Consultant agrees to perform all Services required by this Agreement in a professional and competent manner, in accordance with the degree of skill and diligence which is normally employed by reputable professionals performing similar Services under similar conditions in the same or similar locality. Such Services shall also be performed in a manner which is reasonably satisfactory to City Project Manager, or designee (hereinafter the “Project Manager”), provided that discretion in determining what is satisfactory shall not alter the foregoing standard of care. A. In accordance with the standard of care set forth in the first sentence of Section 19, the Consultant agrees that it:(1) Has thoroughly reviewed and considered the services and work to be performed; and (2) Has reviewed the issues regarding the Scope of Services to be provided; and (3) Has carefully considered how the services and related work should be performed; and 32700002
24 (4) Fully understands the facilities, difficulties and restrictions associated with performance of the services required by this Agreement.19.OWNERSHIP OF CONSULTANT’S WORK PRODUCT, CONFIDENTIALITY & DISCLOSURE, RECORDS & WARRANTY.City shall be the owner of any and all technical documents and records, including, computations, plans, correspondence, and/or other pertinent data and information, both hard copy and electronic, gathered or prepared by Consultant in performance of this Agreement and shall be entitled to immediate possession of the same upon completion of the work under this Agreement, or at any earlier or later time when the same may be requested by City.A. Ownership of Documents. Every report, draft, work product, map, record, and other document reproduced, prepared, or caused to be prepared by the Consultant pursuant to or in connection with this Agreement shall be the exclusive property of the City.B. Deliverables. Consultant shall deliver to the City the studies, plans, specifications, or other documents as are identified in the Scope of Services; and Consultant shall, upon completion of all work or termination of this Agreement, submit to the City all information developed in the course of the Consultant 's services. Consultant shall, in such time and in such form as the City may require, furnish reports concerning the status of Services required under this Agreement. Consultant shall, upon request by City and upon completion or termination of this Agreement, deliver to the City all material furnished to Consultant by the City. C. Records and Inspections. The Consultant shall maintain full and accurate records, with respect to all Services and matters covered under this Agreement. Books and records pertaining to costs shall be kept and prepared in accordance with generally accepted accounting principles. The City shall have free access at all reasonable times to such records, both hard copy and electronic, and the right to examine and audit the same and to make transcripts therefrom, and to inspect all program data, documents, proceedings, and activities. D. Confidentiality. Information that is exempt from disclosure to the public is confidential. This includes information relating to the past, present, or future affairs of the City or information belonging to a third party whose information is in the City’s possession or control under obligations of confidentiality. Consultant may be granted access to information that is exempt from disclosure to the public (Government Code Section 7920.505) and may contain “trade secrets” (see Government Code Section 7924.510(f)) when it is necessary for Consultant to perform its 32700002
25 obligations pursuant to this Agreement. If Consultant is granted such access to confidential information, Consultant shall not be considered to be a member of the public as that term is used in Government Code Section 7920.515. E. Disclosure of Information. Consultant shall not disclose, publish, or authorize others to disclose or publish, design data, drawings, specifications, reports, or other information pertaining to the projects assigned to Consultant by the City or other information to which the Consultant has had access during the term of this Agreement without the prior written approval of the City’s Designated Representative during the term of this Agreement and for a period of two (2) years after the termination of this Agreement.F. No Warranty. Other than an obligation upon the City to deal in good faith, the City makes no warranties and shall bear no liability or responsibility for errors or omissions in any Confidential Information disclosed under this Agreement or for any business decisions made by Consultant in reliance on any Confidential Information disclosed under this Agreement. 20. NOTICE OF BREACH AND OPPORTUNITY TO CURE.Neither Party will be in breach of this Agreement where the breach is capable of being cured, or until written notice of the breach is received from the non-breaching Party. The Party charged with breach will have fifteen (15) calendar days from the date of receiving such notice in which to cure the breach or otherwise respond. If the circumstances leading to the charge that the Agreement was breached have not been cured or explained to the satisfaction of the other Party within fifteen (15) days from the date on which the breaching Party received notice of breach, the non-breaching Party may terminate this Agreement. Notice shall be given in the manner set forth in section 22.21.NOTICE.All notices given or required to be given pursuant to this Agreement shall be in writing and may be given by personal delivery or by first-class mail. Notice sent by mail shall be addressed to each Party’s Designated Representative as set forth above in Section 7. When addressed in accordance with this Section, such notice shall be deemed given upon deposit in the United States mail, postage prepaid. In all other instances, notices shall be deemed given at the time of actual delivery. Changes may be made in the names or addresses of persons to whom notices are to be given by giving notice in the manner prescribed in this Section. 32700002
26 22.INDEMNIFICATION, HOLD HARMLESS & DEFENSE. Except as set forth in Subsection A of this Section 23, and to the fullest extent permitted by law, Consultant shall immediately defend, indemnify, and hold harmless the City, its officers, employees, representatives, and agents (the “City Indemnitees”), from and against those actions, suits, proceedings, claims, demands, losses, costs, and expenses, including legal costs and reasonable attorneys’ fees, for any personal injuries, deaths, or property damage, including property owned by the City (collectively “Claims”) which may arise out of Consultant's negligence or willful misconduct in the performance of the services described in this Agreement, unless such Claims are proven to be caused by the negligence or willful misconduct of the City Indemnitees.A. The provisions of this Subsection apply only in the event that Consultant is a design professional within the meaning of California Civil Code section 2782.8 (“Design Professional”). The term Design Professional, as defined in said section, is limited to licensed architects, licensed landscape architects, registered professional engineers, professional land surveyors, and the business entities that offer such services in accordance with the applicable provisions of the California Business and Professions Code. (1) Notwithstanding the provisions of Section 23 above, to the extent that the services to be provided under this Agreement are those of a Design Professional, Consultant's duty to indemnify, hold harmless, and defend the City Indemnitees shall be limited to the extent that any Claims arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant, its officers, agents, employees or subconsultants in the performance of the services described in this Agreement. (2) In no event shall the costs of defense charged to Consultant exceed the Consultant’s proportionate percentage of fault, except as otherwise set forth in said Civil Code section 2782.8, the provisions of which are incorporated into this Agreement by this reference. Nothing in this Subsection b shall be construed to require Consultant to provide indemnification for Claims caused by the active negligence or willful misconduct of the City Indemnitees B. The City does not and shall not waive any rights that it may have against Consultant under this Section, because of the acceptance by the City, or the deposit with the City, of any insurance policy or certificate required pursuant to this Agreement. The hold harmless and indemnification provisions of this Section 23 shall apply regardless of whether said 32700002
27 insurance policies are determined to be applicable to the claim, demand, damage, liability, loss, cost, or expense described herein. C. The obligation to indemnify and defend, as set forth in this Section 23, is binding on the successors, assigns, or heirs of Consultant and shall survive the expiration or any early termination of this Agreement.23.INSURANCE.Consultant shall obtain and maintain during the performance of any Services under this Agreement the insurance coverages listed within “Exhibit C”, which is attached hereto and incorporated herein by this reference, unless the Risk Manager waives, in writing, the requirement that Consultant obtain and maintain such insurance coverages. Such insurance must be issued by a company satisfactory to the Risk Manager. Consultant shall, before performance of any Services pursuant to this Agreement, file with the Risk Manager evidence of insurance coverage as specified in “Exhibit C”. Maintenance of insurance coverages by Consultant is a material element of this Agreement. Consultant’s failure to maintain or renew insurance coverages or to provide renewal evidence shall be considered a material breach of this Agreement.24.LIVING WAGE REQUIREMENTS. During the term of this Agreement, Consultant understands and agrees that if Living Wages are applicable, subject to the 2002 Oxnard City Council Living Wage Policy, attached as “Exhibit E” to this Agreement, Consultant will pay and/or provide the wages and/or benefits required therein to all of its employees engaged in whole or in part in performing the Services provided for by this Agreement. The Living Wage is updated on July 1 of each year, and the duty to pay the correct wage is the responsibility of the Consultant.25.[INTENTIONALLY OMITTED] 26. [RESERVED]27. SUBCONTRACTING. If Consultant requires the assistance of a subcontractor to render any Services under this Agreement, Consultant shall obtain prior written consent from the City before a subcontractor performs any service pursuant to this Agreement. All subcontractors shall be identified in the Scope of Work attached to this Agreement as “Exhibit A”. Consultant is fully responsible for satisfactory completion of all its subcontractors’ work. All subcontractors shall be properly licensed and insured; and bonded, if applicable. Consultant shall be responsible for all liabilities regardless of nature, type, or cause, arising out of or resulting from or in connection with subcontractors performance pursuant to this Agreement or 32700002
28 subcontractors failure to comply with any of its obligations in connection with this Agreement. 28. CONFLICT OF INTEREST. Consultant covenants that it does not have any interest, nor shall it acquire any interest, directly or indirectly, which would conflict in any manner with the performance of Consultant’s Services under this Agreement. Consultant further covenants that in the performance of Services under this Agreement, no officer, employee or agent of Consultant having such interest shall be employed by it. In the event the City determines that Consultant must disclose its financial interests by completing and filing a Fair Political Practices Commission Form 700, Statement of Economic Interests, Consultant shall file such Form 700 with the City Clerk’s Office pursuant to the written instructions provided by the City Clerk. Acquisition or maintenance of a conflicting interest by Consultant may result in termination of this Agreement by the City. 29. DISPUTES. Except as otherwise provided in these provisions, any dispute concerning a question of fact arising under this Agreement, shall be decided by the City’s Designated Representative, who shall reduce this decision to writing and mail a copy to the Consultant. The decision of the City’s Designated Representative shall be final and conclusive unless Consultant requests mediation within ten (10) calendar days. Pending final decision of a dispute, the Consultant shall proceed diligently with the performance of the Agreement and in accordance with the decision of the City’s Designated Representative. 30. DISPUTE RESOLUTION. Should an unresolved dispute arise out of this Agreement, any Party may request that it be submitted to mediation. The Parties shall meet in mediation within a reasonable time not to exceed forty five (45) days of a request. The mediator shall be agreed to by the mediating Parties. In the absence of an Agreement on a mediator, the Parties shall each submit one name from mediators listed by the American Arbitration Association, the California State Board of Mediation and Conciliation, or other agreed-upon service. The mediator shall be selected by a “blindfold” process. The cost of mediation shall be borne equally by both Parties. Neither Party shall be deemed the prevailing Party. No Party shall be permitted to file a legal action without first meeting in mediation and making a good faith attempt to reach a mediated settlement. The mediation process, once commenced by a meeting with the mediator, shall last until Agreement is reached by the Parties but not more than sixty (60) calendar days, unless the maximum time is extended in writing by both Parties. 32700002
29 31.ASSIGNMENT.This Agreement is for the professional Services of Consultant. Any attempt by Consultant to assign the benefits or burdens of this Agreement without the prior written approval of City shall be prohibited and shall be null and void. Consultant 's Services pursuant to this Agreement shall be provided by the Consultant’s Designated Representative or directly under his/her supervision, and Consultant shall not assign another to supervise the Consultant 's performance of this Agreement without the prior written approval of City, by and through the City’s Designated Representative.32.CARE OF WORK. Should Consultant discover any latent or unknown conditions materially differing from those inherent in the Services or as represented by the City, Consultant shall immediately inform the City of such fact and shall not provide any Services, except at Consultant’s risk, until written instructions are received from the Project Manager.33.REPORTS.Upon request by the Project Manager or as otherwise required by this Agreement, including but not limited to, the Scope of Services set forth in Exhibit “A”, Consultant shall prepare and submit reports to the City concerning Consultant's performance of the Services required by this Agreement. 34.AUDIT.City shall have the option of inspecting, auditing and/or reproducing all records and other written materials used by Consultant in preparing its billings to City as a condition precedent to any payment to Consultant, or for other purposes relating to the Agreement. Consultant will promptly furnish all documents requested by City. Additionally, if this Agreement is in excess of $10,000, the State Auditor may examine and audit Consultant for a period of 3 years after final payment under the Agreement. Regardless of whether a State audit is permitted, Consultant shall maintain and preserve all such records for a period of at least 3 years after final payment under the Agreement or until an audit has been completed and accepted by City, whichever occurs later. Consultant shall maintain all such records in City or to promptly reimburse City for all reasonable costs incurred in conducting the audit at a location other than in City, including but not limited to expenses for personnel, salaries, private auditor, travel, lodging, meals and overhead. Consultant shall include a copy of this Section in all contracts with its subcontractors, and Consultant shall be responsible for immediately obtaining those records or other written material from its subcontractors upon a request by the State Auditor and/or City. 35.ADVERTISING AND PUBLICITY.Consultant shall not use the name of or refer to City directly or indirectly in any advertisement, news release, or professional or trade 32700002
30 publication without prior written approval from the City Manager. This Section shall survive the termination of this Agreement. 36. NONDISCRIMINATORY EMPLOYMENT. Consultant shall not unlawfully discriminate against any individual based on race, color, religion or religious creed, national origin, ancestry, ethnic group identification, primary language, physical disability, mental disability, medical condition, genetic information, marital status, gender, gender identity, gender expression, sex, sexual orientation, age, immigration status, citizenship or military and veteran status. Consultant understands and agrees that it is bound by and will comply with all legal nondiscrimination mandates. For every subcontractor who will perform Services, Consultant shall be responsible for such subcontractor’s compliance with this Section.37.COVENANTS AND CONDITIONS. Each term and each provision of this Agreement to be performed by Consultant shall be construed to be both a covenant and a condition.38.WAIVER. City’s review or acceptance of, or payment for, work product prepared by Consultant under this Agreement will not be construed to operate as a waiver of any rights City may have under this Agreement or of any cause of action arising from Consultant’s performance. A waiver by City of any breach of any term, covenant, or condition contained in this Agreement will not be deemed to be a waiver of any subsequent breach of the same or any other term, covenant, or condition contained in this Agreement, whether of the same or different character.39.FORCE MAJEURE. Neither the Consultant nor the City shall be responsible for any delay caused by any contingency beyond their control, including, but not limited to, war or insurrection, walkouts by the Party’s own employees, fires, natural calamities, riots, or demands or requirements of governmental agencies other than the City.40.GOVERNING LAW. The terms of this Agreement shall be interpreted according to the laws of the State of California. Should litigation occur, venue shall be in the Superior Court of California, County of Ventura. 41.SEVERABILITY. If any portion of this Agreement is declared by a court of competent jurisdiction to be invalid or unenforceable, then such portion will be deemed modified to the extent necessary in the opinion of the court to render such portion enforceable and, as so modified, such portion and the balance of this Agreement will continue in full force and effect and be enforceable. 32700002
31 42.INTEGRATED AGREEMENT.This Agreement and the attached exhibits referenced herein to this Agreement represent the entire understanding between the Parties. No verbal Agreement or implied covenant shall be held to vary the provisions of this Agreement. This Agreement shall bind and inure to the benefit of the Parties to this Agreement and any subsequent successors and assigns.43.NO THIRD-PARTY BENEFICIARY. This Agreement shall not be construed to be an Agreement for the benefit of any third-party or parties, and no third party or parties shall have any claim or right of action under this Agreement. 44. AUTHORITY TO EXECUTE. Each Party hereto expressly warrants and represents that the signatories to this Agreement have the authority to execute this Agreement on behalf of its corporation, partnership, business entity, or governmental entity, and warrants and represents that the signatories have the authority to bind each Party to the performance of its obligations hereunder. 45. EXECUTION – COUNTERPARTS. This Agreement may be executed in any number of counterparts and each such duplicate counterpart shall constitute an original, but they shall not be effective nor enforceable unless and until it is executed with the handwritten signature or electronic signature of an authorized representative of each of the relevant Parties. No counterpart shall be deemed to be an original or presumed delivered unless and until the counterpart executed by the other Party to this Agreement is in the physical possession of the Party seeking enforcement thereof. 46. INCONSISTENT OR CONFLICTING TERMS. In the event of any contradictions or inconsistencies between any attached documents or exhibits incorporated by reference herein and the provisions of the Agreement itself, the terms of the Agreement shall control. Any exhibit that is attached and incorporated by reference shall be limited to the purposes for which it is attached, as specified in this Agreement. Any contractual terms or conditions contained in such exhibit imposing additional obligations on the City are not binding upon the City and City’s Designated Representative unless specifically agreed to in writing, and initiated by City’s Designated Representative, as to each additional contractual term or condition. 47. CAPTIONS AND HEADINGS. The captions and headings contained in this Agreement are provided for identification purposes only and shall not be interpreted to limit or define the content, scope, or intent of the provisions described under the respective caption or heading. 32700002
32 48.ACKNOWLEDGEMENT.By signing below, Consultant acknowledges that it has reviewed the City’s Professional Services Agreement terms and conditions and insurance requirements and that Consultant hereby agrees to full compliance.[Signatures on next page]32700002
33 IN WITNESSWHEREOF, the Parties have entered into this Agreement effective on the date as written in Section 4 and upon signature of all Parties. CITY OF OXNARD OCCU-MED LTD.Luis A. Mc Arthur, Mayor1 Date Andy Johnson, President DateLibertad Macias, Purchasing Manager2Sherri Conley, Secretary3DateATTEST:Lourdes A. López, City Clerk Date (only if Mayor authorizes) APPROVED AS TO FORM:Stephen M. Fischer, Date City Attorney (always required) 1The City Council must authorize and the Mayor must execute any agreement over $220,000. 2The Purchasing Agent may execute any authorized agreement up to $220,000. 3The City requires the following for any contract: For a corporation, the signatures of the Board President, CEO or Vice President and of the Board Secretary, Assistant Secretary,CFO or Assistant Treasurer;For an LLC, the signatures of at least two managers of the LLC (company directors, not lower-level managers); orFor a partnership, the signature of a partner. If the partnership is a limited partnership, the signer must be a general partner.If the company has a different structure, or if the above-listed persons are not the appropriate signers, please submit to the CityAttorney legally-binding documentation stating who can sign and bind your company. 32700002
34 EXHIBIT APROFESSIONAL SERVICE AGREEMENT(CITY of Oxnard and OCCU-MED LTD.) SCOPE OF SERVICES General Specifications This agreement is for a Medical Services Consultant for Pre-Employment Medicals for Public Safety personnel. Medical Provider shall facilitate medical screenings for out of state candidates requiring medical screening and clearance. The following are the types of pre-employment medicals that the City requires. Detailed descriptions of each examination/service are included as part of this scope of work. Pre-Employment Medical Examination Types: Examination Type 1: Medical Class Public Safety (PD) – Police Officer/Public Safety Trainee Examination Type 2: Medical Class Public Safety (PD) – Public Safety Dispatcher Examination Type 3: Medical Class Public Safety (FD) – Firefighter Examination Type 4: Medical Class Public Safety (FD) – Fire Environmental Specialist Examination Type 5: Medical Class Public Safety (FD) – Fire Inspector- (Civilian) Examination Type 6: Medical Class Public Safety (FD) – CUPA Manager Qualifications All medical services must be performed by a state-licensed physician(s) with experience inoccupational medicine or qualified medical personnel under the supervision of a licensed physician with experience in occupational medicine. Appointments A. Appointments for all types of examinations shall be coordinated between the Medicalprovider and the City’s Human Resources Department staff. Human Resources staffwill request appointments by email.B. The medical provider shall contact the candidate or employee to arrange an appointmentwithin 24 hours of being notified and schedule the appointment at the soonest availabledate. The medical provider will notify Human Resources staff of the date and time of thescheduled appointment and any scheduling issues that may have occurred. It will be theresponsibility of Human Resources to notify the department of each scheduled 32700002
35 appointment. Human Resources must be notified in advance of any rescheduling of appointments by the candidate or employee. C. Medical provider must have available office hours Monday through Friday between 8:00 a.m. and 5:00 p.m and some Saturdays. Expanded hours are preferable. The medical provider must guarantee coverage for vacations or other absences so as not to impact timeframes required in section D below. D. Following the request, medical provider shall guarantee available appointment times within the following time frames: 1. Post-Offer Medical Examination Three (3) Days 2. DMV Physical Examination Three (3) Days 3. OSHA Respirator Medical Clearance Examination Three (3) Days 4. Fitness for Duty Examination Immediately 5. Tuberculosis Testing Three (3) Days 6. Vaccinations Three (3) Days Medical History Statements As part of the examination process, each applicant will be required to complete medical history statements as related to specific examination(s) being given. Medical provider shall review the medical history statement in assessing the applicant’s medical condition. The following statements are required: A. Post-Offer Medical Examination: Medical History Statement B. DMV Physical Examination: DMV Medical Examination Report C. OSHA Respirator Medical Clearance Examination: OSHA Respirator Medical Evaluation Questionnaire D. Fitness for Duty Examination: Medical History Statement E. Tuberculosis Testing: none F. Vaccinations: none Medical Results The medical provider or his/her designee shall provide the City with written results indicating his/her findings. The medical provider or his/her designee shall provide the City with results in the following ways: A. Post-Offer Medical Examination: The completed “Report of Medical Evaluation” form and recommendations regarding the applicant’s ability to perform the essential functions/duties and responsibilities of the job are to be forwarded to Human Resources once the examination is complete within five (5) business days. B. Fitness for Duty Examination: Completed Physician’s Notice of Return to Work or Temporary Medical Restrictions report to be forwarded to Human Resources once the exam is complete. 32700002
36 C. Tuberculosis Testing: Written results are to be given to the employee by the provider. Recordkeeping All records of examinations performed by the medical provider will be maintained at its premises. The medical provider will maintain reasonable security of all medical data and medical records to ensure that unauthorized individuals do not have access to such medical records. The medical provider will have a written procedure that addresses the security and confidentiality of records and will abide by all relevant laws pertaining to medical confidentiality. This City will review and approve this procedure at its discretion. Billing A. On the first day of each month, the medical provider shall bill the City of Oxnard Human Resources Department for the prior month’s medical services and examinations. Billings shall be clearly organized and itemized by the date of service, name of person examined, type of physical performed, itemized charges for each individual component of the physical, a subtotal for each person examined, and a total of charges for the month being billed. Examination Type 1: Medical Class Public Safety (PD) – Police Officer/Public Safety Trainee Purpose: To determine work-related physical fitness and medical clearance to perform the essential functions of the job, along with establishing a record of the physical condition of new employees at the time of their entry/hire into City employment. Required Frequency of Exam: All applicants being offered employment as a Police Officer/Public Safety Trainee are required to undergo this examination. Medical Provider: The City will select a physician or licensed health care professional (PLHCP) to conduct the examination. Examination Specifications: BASIC EXAM Full medical and occupational history review and complete medical examination to include the following: 1. Job Analysis: Review the job description, including physical demands and environmental conditions, to determine the designated work location and identify key areas of job specialization 2. Authorization for the release of the medical record from the candidate 32700002
37 3. POST Medical History Statement 2-252 or Health History Questionnaire equivalent toPOST requirements4. Pulmonary Function Testing baseline based on medical history to include forced vitalcapacity testing/evaluation with interpretation5. Comprehensive Physical Examination (may include, but not limited to):a. Vital Signsb. Physician’s Examinationc. Range of Motiond. Physician’s summary, including comments related to job requirements.6. Visual acuity per DMV requirements and California POST Medical Screening Manual7. Audiometric baseline assessment per CCR Title 8 § 50978. Cardiac exercise stress test (Treadmill) with interpretation9. Electrocardiogram (12 lead)10. Urinalysisa. Urine drug screen handling and collectionb. 5-Panel Non-DOT Urine Drug Screeningc. Urinalysis complete11. Chemistry panel and complete blood count12. Baseline chest x-ray with interpretation13. Tuberculosis screening PPD baseline14. Jamar Grip Strength15. Venipuncturea. Chemistry 23/CBCb. Hepatitis B Surface Antibody, Qualitative16. HRR (Hardy, Rand, Rittler) Standard Pseudoisochromatic Test**Medical provider shall follow California POST standards and protocols for the above evaluative procedures or tests. Follow-up Medical Testing and Treatment Procedures: Follow-up tests will only be provided as medically indicated by an examination report and pre-approved by the City, whose purpose is to determine the applicant’s suitability for employment. Any treatment of a medical condition revealed during the physical examination will be the financial responsibility of the applicant. Medical Results: A written POST Medical Evaluation Report Form #2-363 (Medical Suitability Declaration) shall be faxed or emailed to the City’s Human Resources Department within five (5) days of the medical appointment. Human Resources will notify the Police Department of the results and forward a copy of the medical suitability declaration to the Police Department for their records. 32700002
38 Examination Type 2: Medical Class Public Safety (PD) – Public Safety DispatcherPurpose: To determine work-related physical fitness and medical clearance to perform the essential functions of the job, along with establishing a record of the physical condition of new employees at the time of their entry/hire into City employment. Required Frequency of Exam: All applicants being offered employment as a Public Safety Dispatcher are required to undergo this examination. Medical Provider: The City will select a physician or licensed health care professional (PLHCP) to conduct the examination. Examination Specifications: BASIC EXAM Full medical and occupational history review and complete medical examination to include the following: 1. Job Analysis: Review the job description, including physical demands and environmental conditions, to determine the designated work location and identify key areas of job specialization 2. Authorization for the release of the medical record from the candidate 3. POST Medical History Statement 2-264- Public Safety Dispatcher or Health History Questionnaire equivalent 4. Comprehensive Physical Examination (may include, but not limited to): a. Vital Signs b. Physician’s Examinationc. Range of Motion d. Sight screening e. Physician’s summary, including comments related to job requirements. 5. Audiogram- with a headset 6. Venipuncture- Glucose 7. Urinalysis a. Urine drug screen handling and collection b. 5-Panel Non-DOT Urine Drug Screening c. Urinalysis complete 8. Tuberculosis screening PPD baseline 32700002
39 **Medical provider shall follow California POST standards and protocols for the above evaluative procedures or tests. Follow-up Medical Testing and Treatment Procedures: Follow-up tests will only be provided as medically indicated by an examination report and pre-approved by the City, whose purpose is to determine the applicant’s suitability for employment. Any treatment of a medical condition revealed during the physical examination will be the financial responsibility of the applicant. Medical Results: A written POST Medical Evaluation Report Form #2-363 (Medical Suitability Declaration) shall be faxed or emailed to the City’s Human Resources Department within five (5) days of the medical appointment. Human Resources will notify the Police Department of the results and forward a copy of the medical suitability declaration to the Police Department for their records. Examination Type 3: Medical Class Public Safety (FD) – Firefighter Purpose: To determine work-related physical fitness and medical clearance to perform the essential functions of the job, along with establishing a record of the physical condition of new employees at the time of their entry/hire into City employment. Required Frequency of Exam: All applicants being offered employment as a Firefighter or Fire Captain are required to undergo this examination. Medical Provider: The City will select a physician or licensed health care professional (PLHCP) to conduct the examination. Exam Specifications: BASIC EXAM Full medical and occupational health history review and complete medical examination to include the following: 1. Job Analysis: Review the job description, including physical demands and environmental conditions, to determine the designated work location and identify key areas of job specialization 2. Authorization for the release of the medical record from the candidate 3. Firefighter Medical History questionnaire or Health History Questionnaire equivalent to Cal/OSHA requirements 4. Pulmonary Function Testing baseline based on medical history to include forced vital capacity testing/evaluation with interpretation 32700002
40 5. Comprehensive Physical Examination (may include, but not limited to):a. Vital Signsb. Physician’s Examination c. Range of Motion d. Physician’s summary, including comments related to job requirements.6. Visual acuity per NFPA 1582 and/or Cal/OSHA 7. Audiometric baseline assessment 8. Cardiac exercise stress test (Treadmill) with interpretation 9. Electrocardiogram (12 lead) 10. Urinalysis d. Urine drug screen handling and collection e. 5-Panel Non-DOT Urine Drug Screening f. Urinalysis complete 11. Chemistry panel and complete blood count 12. Baseline chest x-ray with interpretation 13. Tuberculosis screening PPD baseline 14. Jamar Grip Strength 15. Venipuncture a. Complete Blood Count b. Comprehensive Metabolic Panel c. Cholesterol Test d. Glucose 16. OSHA Respirator Medical Evaluation Questionnaire reviewed by a Physician or Licensed Health Care Professional per CCR Title 8 §5144 **Medical provider shall follow Cal/OSHA and California Firefighter Medical Screening Manual standards and protocols for the above evaluative procedures or tests. Follow-up Follow-up tests will only be provided as medically indicated by an examination report, and pre-approved by the City, whose purpose is to determine the applicant’s suitability for employment. Any treatment of a medical condition revealed during the physical examination will be the financial responsibility of the applicant. Medical Results: A written medical clearance evaluation report and recommendations regarding the applicant’s ability to perform the essential functions/duties and responsibilities of the job will be prepared by the examining PLHCP and sent/emailed to the City’s Human Resources Department within five (5) days of the medical appointment. Human Resources will notify the Fire Department of the results. NOTE: Periodic exams are administered by the Fire Department based on PLHCP frequency recommendations. 32700002
41 Examination Type 4: Medical Class Public Safety (FD) – Fire Environmental Specialist Purpose: To determine work-related physical fitness and medical clearance to perform the essential functions of the job, along with establishing a record of the physical condition of new employees at the time of their entry/hire into City employment. Required Frequency of Exam: All applicants being offered employment as a Fire Inspector-Safety are required to undergo this examination. Medical Provider: The City will select a physician or licensed health care professional (PLHCP) to conduct the examination. Exam Specifications: BASIC EXAM Full medical and occupational health history review and complete medical examination to include the following: 1. Job Analysis: Review the job description, including physical demands and environmentalconditions, to determine the designated work location and identify key areas of jobspecialization2. Authorization for the release of the medical record from the candidate3. Firefighter Medical History questionnaire or Health History Questionnaire equivalent toCal/OSHA requirements4. Pulmonary Function Testing baseline based on medical history to include forced vitalcapacity testing/evaluation with interpretation5. Comprehensive Physical Examination (may include, but not limited to):a. Vital Signsb. Physician’s Examinationc. Range of Motiond. Physician’s summary, including comments related to job requirements6. Visual acuity per NFPA 1582 and/or Cal/OSHA7. Audiometric baseline assessment with an OSHA-approved sound booth8. Cardiac exercise stress test (Treadmill) with interpretation9. Electrocardiogram (12 lead)10. Urinalysisg. Urine drug screen handling and collectionh. 5-Panel Non-DOT Urine Drug Screeningi. Urinalysis complete11. Chemistry panel and complete blood count12. Baseline chest x-ray with interpretation13. Tuberculosis screening PPD baseline 32700002
42 14. HAZMAT: Hazardous Materials Screening, including heavy metals and special exposure 15. Jamar Grip Strength 16. Venipuncture a. Complete Blood Count b. Comprehensive Metabolic Panel c. Cholesterol Test d. Glucose 17. OSHA Respirator Medical Evaluation Questionnaire reviewed by a Physician or Licensed Health Care Professional per CCR Title 8 §5144 **Medical provider shall follow Cal/OSHA and California Firefighter Medical Screening Manual standards and protocols for the above evaluative procedures or tests. Follow-up Follow-up tests will only be provided as medically indicated by an examination report, and pre-approved by the City, whose purpose is to determine the applicant’s suitability for employment. Any treatment of a medical condition revealed during the physical examination will be the financial responsibility of the applicant. Medical Results: A written medical clearance evaluation report and recommendations regarding the applicant’s ability to perform the essential functions/duties and responsibilities of the job will be prepared by the examining PLHCP and sent/emailed to the City’s Human Resources Department within five (5) days of the medical appointment. Human Resources will notify the Fire Department of the results. NOTE: Periodic exams are administered by the Fire Department based on PLHCP frequency Recommendations. Examination Type 5: Medical Class Public Safety (FD) – Fire Inspector- (Civilian)Purpose: To determine work-related physical fitness and medical clearance to perform the essential functions of the job, along with establishing a record of the physical condition of new employees at the time of their entry/hire into City employment. Required Frequency of Exam: All applicants being offered employment as a Fire Inspector- (Civilian) are required to undergo this examination. Medical Provider: The City will select a physician or licensed health care professional (PLHCP) to conduct the examination. 32700002
43 Exam Specifications: BASIC EXAM Full medical and occupational health history review and complete medical examination to include the following: 1. Job Analysis: Review the job description, including physical demands and environmentalconditions, to determine the designated work location and identify key areas of jobspecialization2. Authorization for the release of the medical record from the candidate3. Medical Health History Questionnaire with a brief interview conducted by a nurse orparamedical staff, supplemented by physician comments to verify the Medical HistoryQuestionnaire4. Comprehensive Physical Examination (may include, but not limited to):a. Vital Signsb. Physician’s Examinationc. Range of Motiond. Physician’s summary, including comments related to job requirements5. Tuberculosis screening PPD baseline6. Urinalysisa. Urine drug screen handling and collectionb. 4-Panel Non-DOT Urine Drug Screeningc. Urinalysis complete7. Venipuncture- a. Glucose b. Hepatitis B Surface Ab QuantitativeFollow-up Follow-up tests will only be provided as medically indicated by an examination report, and pre-approved by the City, whose purpose is to determine the applicant’s suitability for employment. Any treatment of a medical condition revealed during the physical examination will be the financial responsibility of the applicant. Medical Results: A written medical clearance evaluation report and recommendations regarding the applicant’s ability to perform the essential functions/duties and responsibilities of the job will be prepared by the examining PLHCP and sent/emailed to the City’s Human Resources Department within five (5) days of the medical appointment. Human Resources will notify the Fire Department of theresults. 32700002
44 Examination Type 6: Medical Class Public Safety (FD) – CUPA ManagerPurpose: To determine work-related physical fitness and medical clearance to perform the essential functions of the job, along with establishing a record of the physical condition of new employees at the time of their entry/hire into City employment. Required Frequency of Exam: All applicants being offered employment as a CUPA Manager are required to undergo this examination. Medical Provider: The City will select a physician or licensed health care professional (PLHCP) to conduct the examination. Examination Specifications: BASIC EXAM Full medical and occupational health history review and complete medical examination to include the following: 1. Job Analysis: Review the job description, including physical demands and environmentalconditions, to determine the designated work location and identify key areas of jobspecialization2. Authorization for the release of the medical record from the candidate3. Firefighter Medical History questionnaire or Health History Questionnaire equivalent toCal/OSHA requirements4. Pulmonary Function Testing baseline based on medical history to include forced vitalcapacity testing/evaluation with interpretation5. Comprehensive Physical Examination (may include, but not limited to):a. Vital Signsb. Physician’s Examinationc. Range of Motiond. Physician’s summary, including comments related to job requirements6. Visual acuity per NFPA 1582 and/or Cal/OSHA7. Audiometric baseline assessment with an OSHA-approved sound booth8. Cardiac exercise stress test (Treadmill) with interpretation9. Electrocardiogram (12 lead)10. Urinalysisj. Urine drug screen handling and collectionk. 5-Panel Non-DOT Urine Drug Screeningl. Urinalysis complete11. Chemistry panel and complete blood count12. Baseline chest x-ray with interpretation 32700002
45 13. Tuberculosis screening PPD baseline14. HAZMAT: Hazardous Materials Screening, including heavy metals and special exposure15. Jamar Grip Strength16. Venipuncturee. Complete Blood Countf. Comprehensive Metabolic Panelg. Cholesterol Testh. Glucose17. OSHA Respirator Medical Evaluation Questionnaire reviewed by a Physician or LicensedHealth Care Professional per CCR Title 8 §5144 **Medical provider shall follow Cal/OSHA and California Firefighter Medical Screening Manual standards and protocols for the above evaluative procedures or tests. Follow-up Follow-up tests will only be provided as medically indicated by an examination report, and pre-approved by the City, whose purpose is to determine the applicant’s suitability for employment. Any treatment of a medical condition revealed during the physical examination will be the financial responsibility of the applicant. Medical Results: A written medical clearance evaluation report and recommendations regarding the applicant’s ability to perform the essential functions/duties and responsibilities of the job will be prepared by the examining PLHCP and sent/emailed to the City’s Human Resources Department within five (5) days of the medical appointment. Human Resources will notify the Fire Department of theresults.NOTE: Periodic exams are administered by the Fire Department based on PLHCP frequency Recommendations. 32700002
46 Examination Type 1: Medical Class Public Safety (PD) Police Officer/Public Safety TraineePulmonary Function Test 84.00$ Physical 119.00$ Medical History Questionnaire Inc. in PhysicalVisual Acuity Inc. in PhysicalAudiogram 63.00$ Treadmill Stress Test 320.00$ Resting EKG (No charge when Treadmill is performed) -$ Urinalysis G&M 15.00$ Drug Screen Collection 42.00$ Drug Screen 41.00$ Venipuncture 35.00$ Chemistry Panel 35.00$ Complete Blood Count 30.00$ Hepatitis B Surface Antibody 25.00$ Chest X-Ray 1-View 112.00$ PPD 56.00$ Jamar Grip Strength 63.00$ HRR (Hardy, Rand, Rittler) 56.00$ Scheduling Fee 30.00$ Exam Review Fee 70.00$ Total: 1,196.00$ Examination Type 2: Medical Class Public Safety (PD) Public Safety DispatcherPhysical 119.00$ Medical History Questionnaire Inc. in PhysicalAudiogram 63.00$ Venipuncture 35.00$ Glucose 25.00$ Urinalysis G&M 15.00$ Drug Screen Collection 42.00$ Drug Screen 41.00$ PPD 56.00$ Scheduling Fee 30.00$ Exam Review Fee 70.00$ Total: 496.00$ EXHIBIT BPROFESSIONAL SERVICE AGREEMENT(CITY of Oxnard and OCCU-MED.)SCHEDULE OF COMPENSATION32700002
47 Examination Type 3: Medical Class Public Safety (FD) FirefighterPulmonary Function Test 84.00$ Physical 119.00$ Medical History Questionnaire Inc. in PhysicalVisual Acuity Inc. in PhysicalAudiogram 63.00$ Treadmill Stress Test 320.00$ Resting EKG (No charge when Treadmill is performed) -$ Urinalysis G&M 15.00$ Drug Screen Collection 42.00$ Drug Screen 41.00$ Venipuncture 35.00$ Chemistry Panel 35.00$ Complete Blood Count 30.00$ Chest X-Ray 2-Views 119.00$ PPD 56.00$ Jamar Grip Strength 63.00$ OSHA Respirator Questionnaire 40.00$ Scheduling Fee 30.00$ Exam Review Fee 70.00$ Total: 1,162.00$ Examination Type 4: Medical Class Public Safety (FD) Fire Environmental Specialist Pulmonary Function Test 84.00$ Physical 119.00$ Medical History Questionnaire Inc. in PhysicalVisual Acuity Inc. in PhysicalAudiogram with OSHA-approved Sound Booth 63.00$ Treadmill Stress Test 320.00$ Resting EKG (No charge when Treadmill is performed) -$ Urinalysis G&M 15.00$ Drug Screen Collection 42.00$ Drug Screen 41.00$ Venipuncture 35.00$ Chemistry Panel 35.00$ Complete Blood Count 30.00$ Chest X-Ray 2-Views 119.00$ PPD 56.00$ Heavy Metals Panel 72.00$ Jamar Grip Strength 63.00$ OSHA Respirator Questionnaire 40.00$ Scheduling Fee 30.00$ Exam Review Fee 70.00$ Total: 1,234.00$ 32700002
48 Examination Type 5: Medical Class Public Safety (FD) Fire Inspector- (Civilian)Physical 119.00$ Medical History Questionnaire Inc. in PhysicalPPD 56.00$ Urinalysis G&M 15.00$ Drug Screen Collection 42.00$ Drug Screen 41.00$ Venipuncture 35.00$ Glucose 25.00$ Hepatitis B Surface Ab Quantitative 25.00$ Scheduling Fee 30.00$ Exam Review Fee 70.00$ Total: 458.00$ Examination Type 6: Medical Class Public Safety (FD) CUPA ManagerPulmonary Function Test 84.00$ Physical 119.00$ Medical History Questionnaire Inc. in PhysicalVisual Acuity Inc. in PhysicalAudiogram with OSHA-approved Sound Booth 63.00$ Treadmill Stress Test 320.00$ Resting EKG (No charge when Treadmill is performed) -$ Urinalysis G&M 15.00$ Drug Screen Collection 42.00$ Drug Screen 41.00$ Venipuncture 35.00$ Chemistry Panel 35.00$ Complete Blood Count 30.00$ Chest X-Ray 2-Views 119.00$ PPD 56.00$ Heavy Metals Panel 72.00$ Jamar Grip Strength 63.00$ OSHA Respirator Questionnaire 40.00$ Scheduling Fee 30.00$ Exam Review Fee 70.00$ Total: 1,234.00$ 32700002
49 Exam Component Agile / Nationwide Network General Physical Examination(including Gross Hearing, Vitals, Vision,Dipstick UA and Range of Motio119.00$ Audiogram with OSHA soundbooth or headset 63.00$ PPD (TB) Test 56.00$ Pulmonary Function Test 84.00$ Chest X-Ray 1-View (PA) 112.00$ Chest X-Ray 1-View "B" Reader 252.00$ Chest X-Ray 2-View (PA+LAT) 119.00$ Resting EKG with Interpretation 91.00$ Treadmill Stress Test 320.00$ DOT Exam and Certificate 140.00$ Hardy, Rand, Rittler Color Vision Test 56.00$ Jamar Grip Strengh 63.00$ Laboratory TestingVenipuncture 35.00$ Blood Glucose 25.00$ Complete Blood Count 30.00$ Chemistry Panel 35.00$ Lipid Panel 30.00$ Liver Function Test 20.00$ Abo/Rh Blood Typing 26.00$ Hepatitis A Titer 32.00$ Hepatitis B Titer 25.00$ Hepatitis C Antibody 28.00$ Hepatitis B & C Panel 96.00$ MMR Titer 48.00$ Varicella Titer 26.00$ Heavy Metals Screen (Lead, Chromium, Arsenic) 72.00$ Heavy Metals Screen (Lead, Mercury, Arsenic) 72.00$ Fecal Occult Blood 95.00$ PSA 25.00$ Cholinesterase, Red Blood Cell 55.00$ Zinc Protoporphyrin 30.00$ Blood Lead 33.00$ QuantiFERON 113.40$ Drug Screen Collection 42.00$ 4-Panel Drug Screen 41.00$ 5-Panel Drug Screen DOT/non-DOT 41.00$ Urinalysis Gross & Microscopic 15.00$ Marijuana (THC) Oral Fluid Drug Screen 75.00$ 32700002
50 VaccinationsHepatitis A Vaccine 134.39$ Hepatitis B Vaccine 125.99$ Twinrix 205.79$ Influenza 50.40$ Varicella Vaccine 272.99$ MMR 145.60$ TDAP 91.00$ Occu-V AX Fee(charged only when vaccination services are used) 45.00$ Admin/Review Fees OSHA Respirator Questionnaire Admin/Review 40.00$ PC832 Arrest Search and Seizure Medical Clearance Form (Required for P.O.S.T.) 40.00$ Exam Scheduling Fee (charged once per exam) 30.00$ Exam Review Fee(charged once per exam) 70.00$ 32700002
51 EXHIBIT CPROFESSIONAL SERVICES AGREEMENT (CITY of Oxnard and OCCU-MED INSURANCE REQUIREMENTS Prior to contract approval and beginning of services under this agreement, Consultant must procure, agree to maintain and supply evidence of insurance at the levels listed and in accordance with the other provisions listed in this document. ATTACHED CITY’S INSURANCE FORM HERE: INS-A 32700002
52 INSURANCE REQUIREMENTS FOR CONSULTANTS (WITH ERRORS AND OMISSIONS REQUIREMENT) 1. Consultant shall obtain and maintain during the performance of any services under this Agreement the following insuranceagainst claims for injuries to persons or damages to property which may arise from or in connection with the performance of services hereunder by Consultant, its agents, representatives, employees or subconsultants. a. Commercial General Liability Insurance, including Contractual Liability, in an amount not less than $1,000,000 combinedsingle limit for bodily injury and property damage for each claimant for general liability with coverage equivalent to Insurance Services Office Commercial General Liability Coverage (Occurrence Form CG 0001). If a general aggregate limit is used, that limit shall apply separately to the project or shall be twice the occurrence amount; b. Business automobile liability insurance in an amount not less than $1,000,000 combined single limit for bodily injury andproperty damage for each claimant for automobile liability with coverage equivalent to Insurance Services Office automobile liability coverage (Occurrence Form CA0001) covering Code No. 1, “any auto;” c. Professional liability/errors and omissions insurance appropriate to Consultant’s profession to a minimum coverage of$1,000,000, with neither Consultant nor listed subconsultants having less than $500,000 individually. The professional liability/errors and omissions insurance must be project specific with at least a one year extended reporting period, or longer upon request. d. Workers’ compensation insurance in compliance with the laws of the State of California, and employer’s liability insurancein an amount not less than $1,000,000 per claimant. Additionally, the workers’ compensation policy shall include a waiver of all rights of subrogation which the insurer may have against the City. 2. Consultant shall, prior to performance of any services, file with the Risk Manager certificates of insurance with originalendorsements effecting coverage required by this Exhibit INS-A. The certificates and endorsements for each insurance policy are to be signed by a person authorized by that insurer to bind coverage on its behalf. The certificates and endorsements are to be on the attached forms or on other forms approved by the Risk Manager. All certificates and endorsements are to be received and approved by the Risk Manager before commencement of services. City reserves the right to require complete certified copies of all required insurance policies at any time. The certificates of insurance and endorsements shall be sent via email. If you have not received your request or are having difficulty with electronic upload, contact [email protected] 3. Consultant agrees that all insurance coverages shall be provided by a California admitted insurance carrier with an A.M. Bestrating of A:VII or better and shall be endorsed to state that coverage may not be suspended, voided, canceled, or reduced in coverage or limits without 30 days’ prior written notice to the Risk Manager. The Risk Manager shall not approve or accept any endorsement if the endorsement contains “best effort” modifiers or if the insurer is relieved from the responsibility to give such notice. 4. Consultant agrees that the commercial general liability and business automobile liability insurance policies shall be endorsed toname City, its City Council, officers, employees, agents and volunteers as additional insureds as respects: liability arising out of activities performed by or on behalf of Consultant; products and completed operations of Consultant; premises owned, occupied or used by Consultant; or automobiles owned, leased, hired or borrowed by Consultant. The coverage shall contain no special limitations on the scope of protection afforded to City, its City Council, officers, employees, agents and volunteers. The General Liability Special Endorsement Form and Automobile Liability Special Endorsement Form attached to this Exhibit INS-A or substitute forms containing the same information and acceptable to the Risk Manager shall be used to provide the endorsements (ISO form CG 2010 11/85 or if not available, CG 2010 with an edition date prior to 01/04 and CG 2037). 5. The coverages provided to City shall be primary and not contributing to or in excess of any existing City insurance or self-insurance coverages (this must be endorsed). Additionally, the workers’ compensation policy shall include a waiver of all rights of subrogation which the insurer may have against the City. Any failure to comply with reporting provisions of the policies shall not affect coverage provided to City, its City Council, officers, employees and volunteers. The insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability. 6. The insurer shall declare any deductibles or self-insured retentions to and be approved by the Risk Manager. At the option of theRisk Manager, either the insurer shall reduce or eliminate such deductibles or self-insured retentions as respects City, its City Council, officers, employees and volunteers, or the Consultant shall procure a bond guaranteeing payment of losses and related investigations, claim administration and defense expenses. 7. All insurance standards applicable to Consultant shall also be applicable to Consultant's subconsultants. Consultant agrees tomaintain appropriate agreements with subconsultants and to provide proper evidence of coverage upon receipt of a written request from the Risk Manager. 1/23 32700002
53 INSTRUCTION FOR SUBMITTING INSURANCE CERTIFICATES AND ENDORSEMENT FORMSCertificates of Insurance The sample accord form on the following page is provided to facilitate your preparation and submission of certificates of insurance. You may use this or any industry form that shows coverage as broad as that shown on the attached sample. Please note the certificate holder address must be as shown on the attached sample accord form with the contract number and insurance exhibit identification information completed. Improperly addressed certificates may delay the contract start-up date because the City’s practice is to return unidentifiable insurance certificates to the insured for clarification as to the contract number. Cancellation provisions must be endorsed to the policy. Modifying the certificate does not change coverage or obligate the carrier to provide notice of cancellation. Endorsement Forms Original endorsements are required for commercial general liability and business automobile liability insurance policies and must be attached to the applicable certificate of insurance. City preference is that the Consultant/insurer use the endorsement forms which are attached. Substitute forms will be accepted, however, as long as they include provisions comparable to the sample accord form. INS-A.doc 32700002
54 ACORD CERTIFICATE OF INSURANCEISSUE DATE (MM/DD/YY) PRODUCERTHIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS CERTIFICATE DOES NOT AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. CODE SUB-CODECOMPANIES AFFORDING INSURANCE COVERAGEINSURED COMPANY LETTER A SPECIFY COMPANY NAMES IN THIS SPACE COMPANYLETTER BCOVERAGESTHIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED, NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.CO LTR TYPE OF INSURANCEPOLICY NUMBER POLICY EFFECTIVE DATE (MM/DD/YY)POLICY EXPIRATION DATE (MM/DD/YY) LIMITSA GENERAL LIABILITY [x] COMMERCIAL GENERAL LIABILITY [ ] CLAIMSMADE [x] OCCUR. [x] OWNER'S & CONTRACTOR'S PROT.GENERAL AGGREGATE $1,000,000PRODUCTS COMP/OP AGG . $1,000,000PERSONAL & ADV. INJURY $1,000,000EACH OCCURRENCE $1,000,000FIRE DAMAGE (Any one fire) $MED. EXPENSE (Any one person) $A AUTOMOBILE LIABILITY [x] ANY AUTOALL OWNED AUTOS SCHEDULED AUTOS HIRED AUTOS NON-OWNED AUTOSGARAGE LIABILITY COMBINED SINGLE $1,000,000LIMIT BODILY INJURY $(Per person) BODILY INJURY $(Per accident) PROPERTY DAMAGE$A EXCESS LIABILITY UMBRELLA FORM OTHER THAN UMBRELLA FORMEACH OCCURRENCE$AGGREGATE$A WORKERS' COMPENSATION AND EMPLOYERS' LIABILITY STATUTORY LIMITSEACH ACCIDENT $1,000,000DISEASE-POLICY LIMIT $1,000,000DISEASE-EACH EMPLOYEE$1,000,000A OTHER Errors and omissions insurance or malpractice insurance available for the insured's professionMinimum coverage $1,000,000 Each consultant/ $500,000 & listed sub-consultant DESCRIPTION OF OPERATIONS/LOCATIONS/VEHICLES/RESTRICTIONS/SPECIAL ITEMSCERTIFICATE HOLDER - CANCELLATION SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELED BEFORE THE EXPIRATION DATE THEREOF, THE ISSUING COMPANY WILL ENDEAVOR TO MAIL 30 DAYS WRITTEN NOTICE TO THE CERTIFICATE HOLDER NAMED TO THE LEFT, BUT FAILURE TO MAIL SUCH NOTICE SHALL IMPOSE NO OBLIGATION OR LIABILITY OF ANY KIND UPON THE COMPANY, ITS AGENTS OR REPRESENTATIVES. AUTHORIZED REPRESENTATIVE Rev. 1/23 INS-A.doc 32700002
55 ENDORSEMENT NO. ISSUE DATE (MM/DD/YY)PRODUCER POLICY INFORMATION: Insurance Company:Policy No.: Policy Period: (from) (to) LOSS ADJUSTMENT EXPENSE Included in Limits In Addition to LimitsTelephone:DeductibleSelf-Insured Retention (check which) of $with an Aggregate of $ applies tocoverage. Per Occurrence Per Claim (which) NAMED INSUREDAPPLICABILITY. This insurance pertains to the operations, products and/or tenancy of the named insured under all written agreements and permits in force with the City unless checked here in which case only the following specific agreements and permits with the City are coveredCITY AGREEMENTS/PERMITSGENERAL LIABILITYCOMMERCIAL GENERAL LIABILITYCOMPREHENSIVE GENERAL LIABILITYOWNERS & CONTRACTORS PROTECTIVEClaims MadeRetroactive DateOccurrence LIABILITY LIMITS IN THOUSANDS $ EACH OCCURRENCEAGGREGATE GENERALPRODUCTS/COMPLETED OPERATIONSPERSONAL & ADVERTISING INJURYFIRE DAMAGE :Underwriter’s representative for claims pursuant to thisinsurance. Name: Address: Telephone: ( )In consideration of the premium charged and notwithstanding any inconsistent statement in the policy to which this endorsement is attached or any endorsement now or hereafter attached thereto, insurance company agrees as follows: 1. The City, its officers, agents, employees and volunteers are included as insureds with regard to liability and defense of suits arising from the operations, products and activities performed by or on behalf of the named insured. 2. As respects: (a) work performed by the named insured for or on behalf of the City; or (b) products sold by the named insured to the City; or (c)premises leased by the named insured from the City, the insurance afforded by this policy shall be primary insurance as respects the City, its officers, agents, employees or volunteers; or stand in an unbroken chain of coverage excess of the named insured’s scheduled underlying primary coverage. In either event, any other insurance maintained by the City, its officers, agents, employees or volunteers shall be in excess of this insurance and shall not contribute with it. 3. This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the company’s limits of liability. The inclusion of any person or organization as an insured shall not affect any right which such person or organization would have as a claimant if not so included.4. With respect to the interests of the City, this insurance shall not be canceled, or materially reduced in coverage or limits except after thirty (30) days priorwritten notice by receipted delivery has been given to the City. 5. Any failure to comply with reporting provisions of the policy or breaches or violations of warranties shall not affect coverageprovided to the City, its officers, agents, employees or volunteers. 6. This policy, if primary, affords coverage at least as broad as: a. Insurance Services Office Commercial General Liability Coverage, “occurrence” form CG0001; orb. If excess, affords coverage which is at least as broad as the primary insurance form CG0001.Except as stated above nothing herein shall be held to waive, alter or extend any of the limits, conditions, agreements or exclusions of the policy to which this endorsement is attached. - Broker/Agent Underwriter I (print/type name), warrant that I have authority to bind the above-mentioned insurance company and by my signature hereon do so bind this company to this endorsement. Signature (original signature required) Telephone: ( ) Date Signed: Rev. 1/23 INS-A.doc 32700002
56 ENDORSEMENT NO.ISSUE DATE (MM/DD/YY)PRODUCER POLICY INFORMATION:Insurance Company: Policy No.: Policy Period: (from) (to) LOSS ADJUSTMENT EXPENSE Included in Limits In Addition to LimitsTelephone:DeductibleSelf-Insured Retention (check which) of $ with an Aggregate of $ applies to coverage.Per OccurrencePer Claim (which)NAMED INSURED. This insurance pertains to the operations, products and/or tenancy of the named insured under all written agreements and permits in force with the City unless checked here in which case only the following specific agreements and permits with the City are covered: CITY AGREEMENTS/PERMITS COMMERCIAL AUTO POLICY BUSINESS AUTO POLICY OTHERUnderwriter’s representative for claims pursuant to this insurance. Name: Address: Telephone: ( ) $ In consideration of the premium charged and notwithstanding any inconsistent statement in the policy to which this endorsement is attached or any endorsement now or hereafter attached thereto, insurance company agrees as follows: 1. The City, its officers, agents, volunteers and employees are included as insureds with regard to liability and defense of suits arising from the operations, products and activities performed by or on behalf of the named insured. 2. As respects: (a) work performed by the named insured for or on behalf of the City; or (b) products sold by the named insured to the City; or (c) premises leased by the named insured from the City, the insurance afforded by this policy shall be primary insurance as respects the City, its officers, agents, employees or volunteers; or stand in an unbroken chain of coverage excess of the named insured’s scheduled underlying primary coverage. In either event, any other insurance maintained by the City, its officers, agents, employees or volunteers shall be in excess of this insurance and shall not contribute with it. 3. This insurance applies separately to each insured against whom claim is made or suit is brought except with respect to the company’s limits of liability. The inclusion of any person or organization as an insured shall not affect any right which such person or organization would have as a claimant if not so included.4. With respect to the interests of the City, this insurance shall not be canceled, or materially reduced in coverage or limits except after thirty (30) days prior written notice by receipted delivery has been given to the City. 5.Any failure to comply with reporting provisions of the policy or breaches or violations of warranties shall not affect coverage provided to the City, its officers, agents, employees or volunteers. 6. This policy, if primary, affords coverage at least as broad as: a. Insurance Services Office Automobile Liability Coverage, “occurrence” form CA0001, code ("any auto"); or b. If excess, affords coverage which is at least as broad as the primary insurance form referenced in the preceding section (1). Except as stated above nothing herein shall be held to waive, alter or extend any of the limits, conditions, agreements or exclusions of the policy to which this endorsement is attached. CITY OF OXNARD - Broker/Agent Underwriter I (print/type name), warrant that I have authority to bind the above-mentioned insurance company and by my signature hereon do so bind this company to this endorsement. Signature (original signature required) Telephone: ( ) Date Signed Rev. 1/23 INS-A.doc 32700002
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96 EXHIBIT EPROFESSIONAL SERVICES AGREEMENT (CITY of Oxnard and OCCU-MED) LIVING WAGE POLICY Pursuant to the Living Wage Policy adopted July 9, 2002 by the City Council and effective October 1, 2002, the City Manager and City Attorney are directed to include the following language in all standard Consultant/Professional Services contracts that may be governed by the Living Wage Policy. A. Consultant shall compensate any employee of Consultant who provides Services under this Agreement in accordance with the Living Wage Policy, attached hereto and incorporated herein by reference as the Living Wage Policy Exhibit. While this Agreement is in effect, Consultant shall pay such employee no less than $20.06 per hour for each hour that such employee provides Services under this Agreement. In addition, while this Agreement is in effect, Consultant shall provide to such employee no less than 96 hours of paid leave per calendar year. B. Consultant agrees to post, at a location readily accessible to those employees providing Services to the City, a copy of the Living Wage Policy adopted by City Council on July 9, 2002 and effective October 1, 2002. C. If Consultant fails to compensate such employee pursuant to the Living Wage Policy, the City Manager or designee shall terminate this Agreement on written notice to Consultant, effective immediately.D. In addition, if Consultant fails to comply with the Living Wage Policy in any manner, Consultant shall pay to City a fine of $500 and shall pay to any employee providing Services under this Agreement a penalty of three times the amount or value of the compensation owed to such employee under the Living Wage Policy. Consultant shall pay such fine and penalty within fifteen (15) calendar days after the City Manager or designee provides written notice to Consultant of the amount owed. 32700002
97 CITY OF OXNARD LIVING WAGE REQUIREMENTSEFFECTIVE JULY 1, 2024Consultant shall compensate any employee of Consultant who provides Services under this Agreement in accordance with the Living Wage Policy, attached hereto and incorporated herein by reference as Exhibit E. While this Agreement is in effect, Consultant shall pay such employee no less than $20.06 per hour for each hour that such employee provides Services under this Agreement. This hourly rate shall be adjusted on July 1, 2025, and each July 1 thereafter, according to the percentage change in the Consumer Price Index, all items, prepared by the Bureau of Labor Statistics for the Los Angeles area relating to all urban consumers (CPI-U), index base 1982-84=100, comparing May of the previous year to May of the current year. In addition, while this Agreement is in effect, Consultant shall provide to such employee no less than 96 hours of paid leave per calendar year. a. Consultant agrees to post, at a location readily accessible to those employees providing Services to the City, a copy of the Living Wage Policy adopted by the Oxnard City Council on July 9, 2002 and effective October 1, 2002. b. If Consultant fails to compensate such employee pursuant to the Living Wage Policy, the City Manager or designee shall terminate this Agreement on written notice to Consultant, effective immediately. c. In addition, if Consultant fails to comply with the Living Wage Policy in any manner, Consultant shall pay to City a fine of $500 and shall pay to any employee providing Services under this Agreement a penalty of three times the amount or value of the compensation owed to such employee under the Living Wage Policy. Consultant shall pay such fine and penalty within fifteen (15) calendar days after the City Manager or designee provides written notice to Consultant of the amount owed. 32700002
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99 FINANCE AND GOVERNANCE COMMITTEE
AGENDA REPORT
REPORTS
AGENDA ITEM NO. D.2
DATE: May 26, 2026
TO: Finance & Governance Committee
FROM: Steve Naveau, Human Resources Director, (805) 385-7947, [email protected]
SUBJECT: First Amendment to Agreement A-8319 with George Hills Company, Inc for Liability Claims Administration and Adjustment Services.
RECOMMENDATION
That the Finance and Governance Committee recommend that the City Council approve and authorize the Mayor to execute a First Amendment to Agreement A-8319 with George Hills Company, Inc. to increase the agreement amount by $1,232,915, resulting in a total agreement not to exceed $2,317,097 for liability claims administration and adjustment services over a five-year term.
Please click the following link to view the required Measure M pre-recorded presentation video: https://youtu.be/6u2g6taiGAw
BACKGROUND
Liability claims management is the process of tracking, controlling and resolving claims for damages brought against the City by third parties. Some examples of damages include slip and fall claims, property damage or vehicle damage claims, pothole claims, police liability, and dangerous conditions of public property. Liability claims management includes investigative, adjustment, administrative, subrogation, and legal support services.
The City's current agreement with its third party administrator (TPA) for liability claims, George Hills Company, Inc, expires on June 30, 2026, after a five-year term.
DISCUSSION
In January 2021, a request for proposal (RFP) was issued and advertised on the City's website, posted on PublicPurchase.com, and distributed directly to ten firms known to perform this work in the State of California.
The City received a total of five proposals. Based upon the criteria identified in the RFP, an interdepartmental panel of employees from the City Attorney's Office and Human Resources Department performed a thorough review of the written proposals and conducted oral interviews of the top three candidates. George Hills Company, Inc. was ultimately selected as the most qualified to perform the work due to its overall responsiveness to the RFP, the demonstrated experience and ability of its staff, the firm's operating philosophy, and its value-added services. George Hills Company, Inc. also provided a competitive cost proposal, with four of the five top-ranked firms providing very similar pricing.
General liability losses commonly arise from personal injury and property damage claims. The TPA’s services include reviewing claims for completeness, claims investigation services, claims adjusting and documentation, cost and reserve tracking, and auxiliary administrative tasks to support claims received by the city. The TPA 100
coordinates with City staff and outside counsel as necessary for claims.
The city has been satisfied with the services that have been provided. The amendment would continue the contractual relationship with George Hills Company and ensure a continuity of services for current open claims.
George Hills Company requested an annual increase of 3% per year of the agreement. This annual rate of increase is in alignment with increases that are being assessed to other public agencies.
This amendment would be for a five-year term at the following amounts per year:
FY 26-
27 $ 232,225
FY 27-
28:
$ 239,192
FY 28-
29:
$ 246,368
FY 29-
30:
$ 253,759
FY 30-
31:
$ 261,371
Total $1,232,915
STRATEGIC PRIORITIES
This agenda item is a routine operational item or does not relate to the five strategic priorities adopted by City Council on March 16, 2021.
FINANCIAL IMPACT
This amendment will begin July 1, 2026 and is included as part of the FY 2026-27 Recommended Budget of the Public Liability Fund-701. Funding for subsequent fiscal years will be included in the annual budget process. The recommended amount for FY 2026-2027 thru FY 2030-2031 is $1,232,915.
(For Finance Use Only: Org. 7011704, object 53200)
Prepared by: Lauren Bueling, Risk Manager
ATTACHMENTS
1. A-8319 First Amendment
2. A-8319 George Hills Company, Inc.
3. Presentation - A-8319 First Amendment
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Agreement A-8319
-Page 1 of 6-
First Amendment to Professional Services Agreement
Between City of Oxnard and George Hills Co., Inc.
FIRST AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT
This First Amendment to the Professional Services Agreement (“Agreement”) is made and entered into in the County of Ventura, State of California, this 12 th day of May 2026 between the CITY OF OXNARD, a municipal Corporation (“City) and GEORGE HILLS COMPANY, INC. (Consultant).This First Amendment amends the Agreem ent entered into on July 1, 2021 by City and George Hills Company, Inc.
City and Consultant agr
ee as follows:
RECITALS
I. Pursuant to a Request for Proposal for third party administrator services of general liability claims, the City select
ed Consultant as the successful proposer and entered into the Agreement referenced above;.
II.
The original Agreement is set to expire on June 30, 2026; III.
The City requires continued third party administrator services in order to maintain claims coverage an
d continuity for current, pending and future general liability claims; IV.
The type of service provided by Consultant to the City requires multiple year agreement or multiple term agreement to provide responsive, accurate and up to date claims servicing, which cannot be accomplished through multiple short term agreements and solicitations, provided current Consultant is meeting the requirements and expectations of the scope of service as stated in the original Agr
eement;
V.
Therefore, the City and Consultant desire to extend this Agreement for an additional five year term; and
VI.
The City must increase the not to exceed amount of the original Agreement in orde r to have adequ
ate funding for services provided by the Consultant to the City, during the additional five year term.
NOW, THEREFORE, in considerat
ion of the recitals and mutual promises of the parties contained herein, as well as contained in the Agreement, City and Consultant agree to amend the Agreement as follows:
1. This amendment shall take effect on July 1, 2026.
1. Paragraph (5) on the Cover Page shall be amended as follows:
Agreement
Ending Date: June 30, 2031
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Agreement A-8319
-Page 2 of 6-
First Amendment to Professional Services Agreement
Between City of Oxnard and George Hills Co., Inc.
2. Paragraph (6) on the Cover Page shall be amended as follows:
Total Agreement Amount: $2,317,097
3. The address listed for the Consultant on the Cover Page shall be amended as follows:
George Hills Company, Inc.
Chris Shaffer, Executive Vice President
P.O. Box 120
Rocklin, CA 95677
4. The City’s Project Manager listed on the Cover Page shall be amended as follows:
5. The reference to “Exhibit B Rates and Costs,”
everywhere it is listed in the Agreement
is hereby amended to the “Exhibit B-1 Rates and Costs” The “Exhibit B Rates and Costs” Exhibit is hereby disincorporated; instead, th e “Exhibit B-1 Rates and Costs” Exhibit is attached hereto and incorporated herein by th is reference. The effective date of the Schedule of Compensation Exhibit B-1, is July 1, 2026.
6. As so amended, the Agreement remains in full force and effect. [SIGNATURES ON NEXT PAGE]
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Agreeme nt A-8319
IN WITNESS WHEREOF, each of the Parties has caused this Agreement to be executed on the day and year first above written.
CITY OF OXNARD GEORGE HILLS COMPANY, INC.
Lowell Hays, President Date
__________________________ ______
Chris Shaffer, Executive Vice President Date
Luis A. Mc Arthur, Mayor1 Date
Libertad Macias, Purchasing Manager2
Attested By:
_____________________________________
Lourdes A. López Date
City Clerk
Approved as to Form::
Stephen M. Fischer Date
City Attorney
1 The City Council must authorize and the Mayor must execute any agreement over $220,000. 2 The Purchasing Agent may execute any authorized agreement up to $220,000.
The City requires the following for any contract:
● For a corporation, the signatures of the Board President, CEO or Vice President and of the Board Secretary, Assistant Secretary, CFO or Assistant Treasurer;
● For an LLC, the signatures of at least two managers of the LLC (company directors, not lower-level managers); or ● For a partnership, the signature of a partner. If the partnership is a limited partnership, the signer must be a general partner.
If the company has a different structure, or if the above-listed persons are not the appropriate signers, please submit to the City Attorney legally-binding documentation stating who can sign and bind your company. -Page 3 of 6-
First Amendment to Professional Services Agreement
Between City of Oxnard and George Hills Co., Inc.
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Agreement A-8319
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First Amendment to Professional Services Agreement
Between City of Oxnard and George Hills Co., Inc.
EXHIBIT B-1
RATES AND COSTS
I. RATES and COSTS
The following compensation rate, shall be paid in consideration for the services provided by Consultant as described in Exhibit A – Scope of Services And City Expressed Authority And Limitations Under The Agreement, which has been
agreed to, including claims
activity. This section shall remain enforced and services provided during the term of this Agreement,
unless otherwise amended pursuant to Paragraph 31 of this Agreement.
The amounts to be pa
id pursuant to this Agreement are detailed in two distinct area s of service
s: first, under subsection 1 below, “General and Administrative Services,” which is outlined in
Exhibit A, section I, Services Included in the Agreement, and stated in great er detail in
subsections A, E, F and H; and second, services specifically related to claims handling and administration, which is detailed in Attachment A, section I, subsection s B, C, D,
G an d I, for which an annual fixed fee is charged pursuant to section II, “Claim Administration Services,
” as stated below.
1)
General and Administrative Services
a.
Annual Administration Fee: $7,725
b.
Mileage – Adjuster: Mileage is paid at the IRS rate.
c. MMSEA: $
500 annual reporting fee which are paid directly to ExamWorks, for the performance of CMS reporting.
d. Adjuster Travel Expenses: Consultant will separately charge the actual cost for any travel expenses in connection with attendance at mediations, settlement conferences, trials, etc. This will be subject to prior approval and that actual expenses will be submitted with receipts on a monthly basis. e. CXP Access Fee: Access to the CMIS is Included in the an nual
administration fee, it includes the setup and management of up to five (5 ) user accounts through CXP.
f.
iMetrics Report Fee: There will be no charge for our iMetrics business intelligence reports with executive in-person debriefs. g. Custom
Reports: Additional charges for custom reporting shall be defined as, requiring a third-party programmer for three hours or more and is client specific. Ch
arges for custom reports shall be billed at the rate of $185 per hour.
h. Catastrophi
c Fees: Consultant recognizes that there are events that are unanticipated and catastrophic. When such events occur, it require s 105
Agreement A-8319
-Page 5 of 6-
First Amendment to Professional Services Agreement
Between City of Oxnard and George Hills Co., Inc.
additional hours for the handling of such claims. As such, to preserve the quality and efficiency of service for which we have been known, Consultant proposes that should any one catastrophic event occur resulting in five or more claimants, or two or more claimants with their own defense counsel, City shall be billed at the current hourly rate for all services. i. 3% Escalator: Consultant pricing option for the Agreement is a 3% annual increase.
In the event of Agreement termination, Consultant procedures and cost for run-off claims will be billed at the current hourly rate; no charge for historical loss summaries. Consultant believes that the successful transition of claims requires preparation, so we ask for 90 days’ notice if the Agreement is terminated without cause, to properly and efficiently facilitate the transition of claims management.
j.
General
File: A general administrative file shall be established an d maintained to track effort related to services necessary to fulfill ou r contractual
obligations and not otherwise associated with a claim.
k. Storage: Consultant w
ill charge for any services related to storag e,
retrieval, copying, scanning, shipping, and disposal of paper files. 2) Claims Administration Services
Fixed Annual Fee For Agreement Extended Period*
Year One – 2026-2027 $224,000
Year Two – 2027-2028 $230,720
Year Three – 2028-2029 $237,642
Year Four – 2029-2030 $244,771
Year Five – 2030-2031 $252,114
*Fixed annual fee is increased 3% annually during Agreement term.
II. ALLOCAT
ED EXPENSES
A.
Typically, allocated expenses are those expenses that are generated by a claim (by outside ven
dors other than Consultant) that cannot be foreseen nor included in an agreement. These are generally allocated back to the specific claim file for which the cost was incurred and then charged back to the entity whose claim incurred that cost. In most situations are pass-through costs (with processing fees) for services and/or fees not directly generated by the Consultant, but rather by a third-party consultant where the Consultant has acted as an agent on behalf of the entity to necessarily outscore serv ices
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Agreement A-8319
-Page 6 of 6-
First Amendment to Professional Services Agreement
Between City of Oxnard and George Hills Co., Inc.
to a third-party consultant and/or miscellaneous fees applicable to the specific claim applied by an outside entity, such as a court or copy service. Below, Consultant has provided a list, by no means an exhaustive list, of typical allocated expenses.
1. Fees of outside counsel for claims in suit, coverage opinions, and litigation, and for representation and hearings or pretrial conferences;
2. Fees of court reporters;
3. All court costs, court fees, and court expenses;
4. Fees for service of process;
5. CMS reporting costs and fees (ExamWorks);
6. Costs of undercover operatives and detectives;
7. Costs for employing experts for the preparation of maps, professional photographs, accounting, chemical or physical analysis, or diagrams;
8. Costs for employing experts for the advice, opinions, or testimony concerning claims under investigation or in litigation for which a declaratory judgment is sought;
9. Costs for independent medical examination or evaluation for rehabilitation;
10. Costs of legal transcripts of testimony taken at coroner’s inquests, or criminal or civil proceeding;
11. Costs for copies of any public records or medical records;
12. Costs of depositions and court reporting;
13. Costs and expenses of subrogation, (if not Consultant);
14. Costs of engineers, handwriting experts, or any other type of expert used in the preparation of litigation or used in a one-time basis to resolve disputes;
15. Witness fees and travel expenses;
16. Costs of photographers and photocopy services (if not Consultant—our costs for this is included in our rate);
17. Costs of appraisal fees and expenses not included in flat fee or performed by others;
18. Costs of indexing claimants;
19. Services performed outside the Consultant’s normal geographical regions;
20. Costs associated with Medicare Set-Aside analysis and submission or Medicare Conditional Lien negotiation;
21. Investigation of possible fraud including SIU services and related expenses; and/or
22. Any other similar cost, fee, or expense that is not otherwise included in the Consultant’s service fees that is reasonably chargeable to the investigation, negotiation, settlement, or defense of a claim or loss or to the protection or perfection of the subrogation rights of the entity.
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First Amendment to Agreement A-8319 with George Hills
Company, Inc for Liability Claims Administration and
Adjustment Services
Finance and Governance Committee
May 26, 2026
City Council
June 16, 2026
Lauren Bueling
Risk Manager
134
Recommendation
2 That the Finance & Governance Committee:
Approve and authorize the Mayor to execute a First Amendment to Agreement A- 8319 with George Hills Company, Inc. to increase the agreement amount by $1,232,915 resulting in a total agreement amount not to exceed $2,317,097 for liability claims administration and adjustment services over a five-year term. 135
Background
The current agreement with George Hills Company (GHC) expires June 30, 2026.
Liability claims management is the process of tracking, controlling and resolving claims for damages brought against the City by third parties.
Some examples of damages include:
• Slip and fall claims
• Property damage claims
• Vehicle damage claims
• Pothole claims
• Police liability
• Dangerous condition of public property
3 136
Discussion
• Staff conducted an RFP in January 2021 for liability claims administration services
• GHC selected as the most qualified firm to be awarded the agreement • Overall responsiveness to the RFP
• Demonstrated experience and ability of staff assigned to the City • Extensive public sector experience and client base
• Firm's operating philosophy
• Value-added services
• Competitive cost
4 137
Discussion
Under the amendment GHC will continue to perform the services related to reviewing, investigating, cost and reserve tracking as well as auxiliary administrative tasks.
The City is satisfied with the services currently provided by GHC.
The proposed amendment would include an annual increase of 3% per year of the amendment.
5 138
Financial Impact
The total cost for this amendment is $1,232,915 over a five year term from July 1, 2026 to June 30, 2031 with a total not to exceed of $2,317,097 for the entire term of agreement.
These are no new services
Third Party Administration services are paid out of the Public Liability Fund.
Funds for these services are included in the annual budget development each fiscal year. 6 139
End of Presentation
140
FINANCE AND GOVERNANCE COMMITTEE
AGENDA REPORT
REPORTS
AGENDA ITEM NO. D.3
DATE: May 26, 2026
TO: Finance & Governance Committee
FROM: Eric Sonstegard, Assistant City Manager, (805) 385-7478, [email protected]
SUBJECT: City Investment Policy & Delegation of Investment Authority.
RECOMMENDATION
That the Finance & Governance Committee recommend that the City Council adopt a resolution approving the FY 2026-27 Investment Policy for the City of Oxnard, and provide direction regarding delegation of investment authority.
Please click the following link to view the required Measure M pre-recorded presentation video: https://youtu.be/aOdbAqjV3xg
BACKGROUND
California Government Code (CGC) Section 53646 establishes that a treasurer or chief fiscal officer may annually render an investment policy to be considered at a public meeting. The City of Oxnard’s Fiscal Year 2025-26 Investment Policy sections 21.0 and 23.0 provide that the investment policy shall be reviewed regularly and adopted by City Council by resolution.
CGC Section 53607 establishes that the City Council may delegate its authority to invest or to reinvest City funds, for a one-year period to the City Treasurer.
CGC Section 53060 allows the legislative body of any public or municipal corporation or district to contract with and employ any persons for the furnishing to the corporation or district special services and advice on financial, economic, accounting, engineering, legal or administrative matters if such persons are specially trained and experienced and competent to perform the special services required.
CGC Section 37103 allows the legislative body of the City to contract with any specially trained and experienced person, firm, or corporation for special services and advice in financial, economic, accounting, engineering, legal, or administrative matters.
For comparison, neighboring cities such as Simi Valley, Thousand Oaks, Camarillo, Ventura, Port Hueneme, and Santa Barbara delegate their investment duties to senior Finance Department staff. These cities do not have an elected Treasurer.
Historically, the City Council delegated their investment authority to the City Treasurer. For FY 2024-2025, the City Council adopted a resolution delegating investment authority to the Chief Financial Officer (CFO). For FY 2025-2026, the City Council chose not to delegate their investment authority and instead authorized an 141
additional Local Government Investment Pool, the California Asset Management Program (“CAMP”), as another option for the investment of excess funds.
DISCUSSION
The proposed City of Oxnard FY 2026-27 Investment Policy includes minor typographical changes compared to the policy adopted in FY 2025-26. Staff has checked publications from the California Debt and Investment Advisory Commission (CDIAC) to identify legislative changes that should be reflected in the investment policy. A revision was made to Section 8.0 pursuant to California Senate Bill 858 that amended CGC 53601(h) to increase the maximum maturity for prime quality commercial paper from 270 days to up to 397 days.
The Investment Policy outlines procedures and guidelines for managing surplus funds in a fiscally responsible manner. The Investment Policy encompasses those funds over which the City exercises fiscal control, stipulates allowable and unallowable investment alternatives, establishes parameters for selecting broker/dealers and financial institutions with which the City may do business, and prioritizes the City’s public funds management objectives of safety, liquidity, and yield. Specifically, the Investment Policy states:
• Safety
o Safety of principal is the foremost objective of the investment program. Investments made by the City shall be undertaken in a manner that seeks to ensure the preservation of capital in the overall portfolio. To attain this objective, diversification is required to prevent any potential loss on any individual security or depository from exceeding the income generated from the remainder of the portfolio.
• Liquidity
o The investment portfolio will remain sufficiently liquid to enable the City to meet all operating requirements which might be reasonably anticipated.
• Return on Investments
o The investment portfolio shall be designed with the objective of attaining a market rate of return throughout budgetary and economic cycles, considering the investment risk constraints and the cash flow characteristics of the portfolio. Return on investment is of secondary importance compared to the safety and liquidity objectives described above. The core of investments is limited to relatively low-risk securities in anticipation of earning a fair return relative to the risk being assumed.
The Investment Policy also mandates review and approval by the City Council at least annually or whenever significant changes occur.
Currently, in addition to the City General Account balance held in Bank of America, available funds are only to be placed in the following investments (pursuant to Section 8.0(I) and (J) of the existing Investment Policy):
• Local Agency Investment Fund (“LAIF”) - (up to the maximum amount of $75 million) 142
• Existing local agency investment pools authorized by the City’s Investment Policy and by state law.
These currently include the Ventura County Investment Pool (“VCIP”) and CAMP.
This authorization is consistent with state law. California Government Code Section 16429.1 authorizes a local government official, with the consent of the governing body, to remit money to LAIF. In addition, Government Code Section 6509.7 and Government Code Section 53601(p) authorize public agencies (including cities) to invest funds in local government investment pools that meet specific requirements -- including that the investment pool retains an investment advisor that has more than $500 million in assets under management and at least five years experience in investing in the securities and obligations authorized by the Government Code.
During FY 2025-2026, a series of 5-year securities purchased in late 2020 and early 2021 matured and resulted in a large amount of surplus cash. With CAMP as the only available investment option for staff, this resulted in a disproportionate amount of the City’s portfolio within CAMP (~44% as of March 31, 2026). While Section
13.0 Diversification of the Investment Policy does state that Local Government Investment Pools are exempt from the requirement of “No more than 5 percent of the portfolio may be invested in the securities of any one issuer,” Staff recommends expanding pool investment options for the City’s portfolio, since pool investment provides daily liquidity to support operations, while aligning the portfolio returns to the overall market trends.
For comparison, the following cities have as follows their largest individual portfolio or pooled investment (as of March 31, 2026):
• City of Thousand Oaks
o LAIF Accounts (57.80% of total investments)
• City of Camarillo
o BNY Investment Portfolio (77% of total cash & investments)
• City of Ventura
o LAIF (9.7% of total investments)
Staff recommends that the City Council choose to retain its investment authority. This would ensure prudent and transparent investment management while preventing a return to noncompliant practices of the past. In addition, staff recommends authorizing the investment of surplus funds in CalTRUST as an additional pool investment option. CalTRUST is a Joint Powers Authority created by public agencies in 2003 to provide a convenient method for public agencies to pool their assets for investment purposes. CalTRUST is governed by a Board of Trustees made up of experienced local agency treasurers and investment officers. The Board sets overall policies for the program and selects and supervises the activities of the investment manager and other agents. Additional information about CalTRUST can be found at: CalTRUST Information.
The City Council may also choose to adopt a resolution that delegates its authority to invest or to reinvest City funds, for a one-year period to the City Treasurer.
Based on Committee feedback on investment authority and expanding pool investment options, staff can bring resolutions for review and approval at a future City Council meeting.
143
STRATEGIC PRIORITIES
This agenda item supports the Organizational Effectiveness strategy. The purpose of the Organizational Effectiveness strategy is to reinforce, stabilize, improve, and strengthen the organizational foundation of the City in order to build a modern, high-functioning City government that effectively and efficiently supports the operating departments in providing high-quality services and programs for our residents and businesses.
FINANCIAL IMPACT
There are no out-of-pocket costs for an agency to invest funds in CalTRUST. As with other programs, such as LAIF, all expenses associated with participation in CalTRUST are deducted from the yield. Expenses for each of the CalTRUST Funds are deducted from the net assets of the Funds on a monthly basis. A breakdown of the fees associated with each fund can be found in the CalTRUST Information Statement.
Prepared by: Eric Sonstegard, Assistant City Manager
ATTACHMENTS
1. 2026-2027 City of Oxnard Investment Policy
2. 260526 Presentation-Investment Policy & Authority
144
CITY OF
OXNARD
FISCAL
YEAR
2026-27
INVESTMENT
POLICY
145
City of Oxnard
INVESTMENT
POLICY
TABLE
OF
CONTENTS Section
Page No. 1.0 Policy 1 2.0 Scope 1 3.0 Prudence 1 4.0 Objectives 2 5.0 Delegation of Authority 2 6.0 Ethics & Conflicts of Interest 3 7.0 Authorized Financial Institutions & Dealers 3 8.0 Authorized & Suitable Investments 3 9.0 Collateralization 6 10.0 Investment Pools 7 11.0 Authorized Investment for Bond Funds 7 12.0 Safekeeping & Custody 7 13.0 Diversification 7 14.0 Trading of Securities 8 15.0 Maximum Maturities 8 16.0 Portfolio Maturity Limitation 8 17.0 Monitoring Credit Ratings 8 18.0 Reporting 9 19.0 Internal Controls 9 20.0 Performance Standards 9 21.0 Policy Review 9 22.0 State Law 10 23.0 Investment Policy Adoption 10 Appendix Glossary of Cash Management & Investment Terms 11 Exhibit A List of Investment Advisor 14 Exhibit B List of Authorized Brokers 15
146
City of Oxnard FY 2026-2027 Investment Policy
City of Oxnard
INVESTMENT
POLICY
1.0 POLICY The Legislature of the State of California has declared that the deposit and investment of public funds by local
officials
and
local
agencies
is
an
issue
of
statewide
concern
(California
Government
Code
(CGC)
§
53600.6
and
53630.1).
The City Council may invest surplus monies, not required for the immediate necessities of the local agency,
in
accordance
with
the
provisions
of
CGC
§5922
and
CGC
§53601
et
seq.
The Chief Financial Officer of the City of Oxnard shall annually, or whenever there are recommended changes,
whichever
occurs
first,
prepare
and
submit
a
statement
of
investment
policy
and
such
policy,
and
any
changes
thereto,
shall
be
considered
by
the
legislative
body
at
a
public
meeting
(CGC
§53646(a)).
The policy of the City of Oxnard is to invest funds in a manner which will provide: (i) the maximum security;
(ii)
the
funds
necessary
to
meet
the
daily
cash
flow
demands
of
the
City;
and
(iii)
the
highest
investment
return
while
conforming
to
all
statutes
governing
the
investment
of
the
City
funds
within
the
constraints
of
this
Investment
Policy.
This policy is intended to provide guidelines for the prudent investment of the City’s funds and to enhance the
economic
status
of
the
City
while
protecting
its
pooled
cash.
Funds
will
be
invested
in
accordance
with
this
policy
and
with
applicable
sections
of
the
California
Government
Code.
2.0 SCOPE
This investment policy applies to the City’s pooled investment fund, which includes the General Fund, special
revenue
funds,
capital
project
funds,
enterprise
funds,
trust
and
agency
funds,
and
internal
service
funds
This policy does not include retirement, retiree health care savings/trust/plan(s), nor deferred compensation
plans,
nor
proceeds
of
bonds,
nor
Successor
Agency
funds.
Pooling of funds Except for cash in certain restricted and special funds, the City will consolidate cash and reserve balances from
all
funds
to
maximize
investments
earnings
and
to
increase
efficiencies
with
regards
to
investment
pricing,
safekeeping
and
administration.
Investment
income
will
be
allocated
to
the
various
funds
based
on
their
respective
participation
and
in
accordance
with
generally
accepted
accounting
principles.
3.0 PRUDENCE The standard of prudence to be used by designated investment signatories shall be the "prudent investor" standard
(CGC
§53600.3)
and
shall
be
applied
in
the
context
of
managing
an
overall
portfolio.
Investments
shall
be
made
with
care,
skill,
prudence,
and
diligence
under
the
circumstances
then
prevailing,
including,
but
not
limited
to,
the
general
economic
conditions
and
the
anticipated
needs
of
the
City,
that
a
prudent
person
acting
in
a
like
capacity
and
familiarity
with
those
matters
would
use
in
the
conduct
of
funds
of
a
like
character
and
with
like
aims,
to
safeguard
the
principal
and
maintain
the
liquidity
needs
of
the
City.
Designated investment signatories, acting in accordance with written procedures, this Investment Policy, 1 147
City of Oxnard FY 2026-2027 Investment Policy and exercising due diligence shall be relieved of personal responsibility for an individual security's credit risk
or
market
price
changes,
provided
deviations
from
expectations
are
reported
in
a
timely
fashion
and
appropriate
action
is
taken
to
control
adverse
developments.
4.0 OBJECTIVES As specified in CGC §53600.5, when investing, reinvesting, purchasing, acquiring, exchanging, selling, and managing
public
funds;
the
primary
objectives,
in
priority
order,
of
the
investment
activities
shall
be:
A. Safety: Safety of principal is the foremost objective of the investment program. Investments made by the City shall be undertaken in a manner that seeks to ensure the preservation of
capital
in
the
overall
portfolio.
To
attain
this
objective,
diversification
is
required
to
prevent
any
potential
loss
on
any
individual
security
or
depository
from
exceeding
the
income
generated
from
the
remainder
of
the
portfolio.
B. Liquidity: The investment portfolio will remain sufficiently liquid to enable the City to meet all operating
requirements
which
might
be
reasonably
anticipated.
C. Return on Investments: The investment portfolio shall be designed with the objective of attaining a market
rate
of
return
throughout
budgetary
and
economic
cycles,
considering
the
investment
risk
constraints
and
the
cash
flow
characteristics
of
the
portfolio.
Return
on
investment
is
of
secondary
importance
compared
to
the
safety
and
liquidity
objectives
described
above.
The
core
of
investments
is
limited
to
relatively
low-
risk
securities
in
anticipation
of
earning
a
fair
return
relative
to
the
risk
being
assumed.
5.0 DELEGATION OF AUTHORITY The authority to invest or reinvest City funds resides with the City Council as derived from CGC §53600, et seq.
The
City
Council
is
responsible
for
establishing
and
approving
this
Investment
Policy
Statement.
The City Council retains ultimate responsibility for overseeing the investment program and ensuring compliance
with
this
Investment
Policy.
This policy directs the CFO to present a monthly report of all investment decisions, including purchases, sales,
and
exchanges
for
review,
ratification,
and
approval.
The City Council may engage the services of one or more external investment advisors to assist in the management
of
the
City’s
investment
portfolio
in
a
manner
consistent
with
this
Investment
Policy
and
the
City’s
investment
objectives
and
any
written
directions
provided
by
the
City
Council,
as
supported
by
CGC
§37103
and
CGC
§53060.
Furthermore,
the
advisors
may
not
take
possession
of
City’s
cash
or
securities.
Such
investment
advisors
must
be
registered
under
the
Investment
Advisers
Act
of
1940.
2 148
City of Oxnard FY 2026-2027 Investment Policy 6.0 ETHICS AND CONFLICTS OF INTEREST Officers, employees and financial advisors involved in the placement of investments shall refrain from personal
business
activity
that
could
conflict
with
the
proper
execution
of
the
investment
program,
or
which
could
impair
their
ability
to
make
impartial
investment
decisions.
City staff shall disclose to the City Manager and on the annual Statement of Economic Interest Form any material financial
interests
in
financial
institutions
that
conduct
business
with
the
City,
and
they
shall
disclose
any
material
personal
financial/investment
positions
that
could
be
related
to
the
City’s
investment
performance.
7.0 AUTHORIZED FINANCIAL INSTITUTIONS, BROKERS AND DEALERS The CFO shall maintain a list of approved and authorized financial institutions selected based on creditworthiness,
financial
strength,
experience,
and
capitalization.
To the extent the City Treasurer has entered into contract with depositories pursuant to statutory duty, the City
shall
utilize
those
depositories.
The City shall formally use authorized investment broker-dealers to provide investment services to the City.
Investment
brokers-dealers
may
be
primary
dealers
or
regional
brokers
with
branch
offices
in
the
State
of
California
performing
the
transactions
with
the
City.
Brokers/dealers
must
complete
a
broker-
dealer
statement
of
qualifications
before
being
approved
by
the
CFO,
execute
an
annual
certification
of
acknowledgment
of
the
City’s
Investment
Policy
by
broker-dealer
employees
and
supervisory
personnel,
and
be
in
good
standing
with
the
California
Department
of
Securities
(CDS),
the
Securities
and
Exchange
Commission
(SEC),
the
Financial
Industry
Regulatory
Authority
(FINRA),
or
other
applicable
self-regulatory
organizations.
A
periodic
review
of
authorized
brokers/dealers
is
essential
to
serve
the
City’s
investment
needs.
The City may engage the support services of outside investment advisors in regard to its investment program,
so
long
as
it
can
be
reasonably
demonstrated
that
these
services
produce
a
net
financial
advantage
or
necessary
financial
protection
of
the
City’s
financial
resources.
Investment
advisors
shall
follow
this
policy,
state
law,
and
other
such
written
instructions
as
provided
by
the
City
Council.
Contracted
investment
advisors
may
use
their
own
brokers.
The
CFO
may
conduct
periodic
reviews
of
contracted
investment
advisors,
including
review
of
FINRA
reports,
and
report
to
the
City
Council.
8.0 AUTHORIZED AND SUITABLE INVESTMENTS The City’s investments are governed by the California Government Code. Within the investments permitted
by
the
Government
Code,
the
City
seeks
to
further
restrict
eligible
investments
to
the
investment
types
listed
below.
In
the
event
an
apparent
discrepancy
is
found
between
this
Investment
Policy
and
the
Government
Code,
the
more
restrictive
parameters
will
take
precedence.
Percentage
holding
limits
listed
in
this
section
apply
at
the
date
an
investment
is
purchased.
Credit
ratings,
as
shown,
specify
the
minimum
credit
rating
category
required
at
the
point
of
purchase.
A. United States Treasury notes, bonds, bills, or certificates of indebtedness, or those for which the full
faith
and
credit
of
the
United
States
are
pledged
for
the
payment
of
principal
and
interest.
B. Federal agency or United States government-sponsored enterprise obligations, participations, or other
instruments,
including
those
issued
by
or
fully
guaranteed
as
to
principal
and
interest
by
federal
agencies
or
United
States
government-sponsored
enterprises.
3 149
City of Oxnard FY 2026-2027 Investment Policy C. State Municipal Securities – Registered treasury notes or bonds issued by any of the 50 United States,
including
bonds
payable
solely
out
of
the
revenues
from
a
revenue-producing
property
owned,
controlled
or
operated
by
a
state
or
by
a
department,
board,
agency,
or
authority
of
any
of
the
50 states.
Securities
eligible
for
investment
under
this
paragraph
shall
be
rated
in
a
rating
category
of
“A”
or
its
equivalent
or
better
by
a
Nationally
Recognized
Statistical
Rating
Organization
(NRSRO).
Short-term
municipal
securities
eligible
for
investment
shall
be
rated
at
or
above
the
following
credit
agencies
investment
grade
ratings;
Sp-1
by
Standard
&
Poor’s,
F-1
by
Fitch,
and
MIG-1
by
Moody’s.
These
ratings
for
short
term
municipal
securities
signify
the
issuer’s
strong
capacity
to
pay
principal
and
interest.
Not
more
than
10 percent
of
the
City’s
funds
shall
be
invested
in
state
and
local
municipal
securities.
D. California Local Agency Municipal Securities – Bonds, notes, warrants or other evidence of indebtedness
of
a
local
agency
or
municipality
located
within
the
State
of
California,
including
debt
securities
issued
by
the
City.
Given
potential
issues
with
arbitrage
regulations,
City’s
legal
counsel
shall
review
any
potential
purchase
of
City’s
own
debt
before
the
purchase.
Securities
eligible
for
investment
under
this
paragraph
shall
be
rated
in
a
rating
category
of
“A”
or
its
equivalent
or
better
by
a
NRSRO.
E. Bank deposits, including demand deposit accounts, savings accounts, and market rate accounts, time
deposits,
and
certificates
of
deposit
in
financial
institutions
located
in
California.
Bank
deposits
are
required
to
be
collateralized
as
specified
under
CGC
§
53630
et.
seq.
Agreements
allowing
for
the
waiver
of
the
collateral
requirement
for
that
amount
of
deposit
covered
by
the
Federal
Deposit
Insurance
Corporation
may
be
implemented
provided
the
remainder
of
the
deposit
is
secured
by
collateral
as
required
by
the
Government
Code.
F. Negotiable Certificates of Deposit. Negotiable certificates of deposit (NCD) issued by a nationally or
state-chartered
bank,
a
savings
association
or
a
federal
association
(as
defined
by
Section
5102
of
the
Financial
Code),
a
state
or
federal
credit
union,
or
by
a
federally
licensed
or
state-licensed
branch
of
a
foreign
bank.
Purchases
are
limited
to
securities
rated
in
a
rating
category
of
“A”
(long-
term)
and/or
“A-1”
(short-term)
or
their
equivalents
or
better
by
a
NRSRO.
NCD
for
which
the
full
amount
of
the
principal
and
the
interest
that
may
be
accrued
during
the
maximum
term
of
each
certificate
is
insured
by
federal
deposit
insurance
are
exempt
from
the
rating
requirements.
A
maximum
of
30 percent
of
the
portfolio
may
be
invested
in
this
category.
The
maximum
investment
maturity
will
be
restricted
to
five
years
.
G. Placement Service Deposits (PSD). Funds may be placed with a private sector entity that assists in
the
placement
of
deposit
with
eligible
financial
institutions
located
in
the
United
States
(CGC
§ 53601.8). The full amount of the principal and the interest that may be accrued during the maximum
term
of
each
PSD
shall
always
be
insured
by
federal
deposit
insurance.
The
maximum
portfolio
exposure
to
Placement
Service
Deposits
is
limited
to
30 percent.
The
maximum
investment
maturity
will
be
restricted
to
five
years.
H. Commercial paper of "prime" quality of the highest ranking or of the highest letter and number rating
as
provided
for
by
a
NRSRO.
The
entity
that
issues
the
commercial
paper
shall
meet
all
the
following
conditions
in
either
paragraph
(1)
or
paragraph
(2):
(1) The entity meets the following criteria: (a) Is organized and operating in the United States as a general corporation; (b) Has total assets more than five hundred million dollars ($500,000,000); (c) Has debt other than commercial paper, if any, that is rated in category
of
"A"
or
its
equivalent
or
better
by
a
NRSRO.
4 150
City of Oxnard FY 2026-2027 Investment Policy (2) The entity meets the following criteria: (a) Is organized within the United States as a special purpose corporation,
trust,
or
limited
liability
company;
(b) Has program wide credit enhancements including, but not limited to,
over
collateralization,
letters
of
credit,
or
surety
bond;
(c) Has commercial paper that is rated in a rating category of "A-1" or better,
or
the
equivalent,
by
a
NRSRO.
Eligible commercial paper shall have a maximum maturity of 397 days or less. A maximum of 25 percent
of
the
portfolio
may
be
invested
in
this
category.
I. Local Agency Investment Fund (LAIF) investment pool is a voluntary program created by statute as
an
investment
alternative
for
California’s
local
governments
and
special
districts
and
is
under
the
administration
of
the
State
Governor
of
California.
All
securities
purchased
by
LAIF
are
under
the
authority
of
CGC
§16429.1
and
§16480.4.
As
part
of
the
Pooled
Money
Investment
Account
(PMIA),
LAIF
has
oversight
by
the
Pooled
Money
Investment
Board
(PMIB),
and
an
in-
house
Investment
Committee.
LAIF
also
has
oversight
by
the
Local
Investment
Advisory
Board
and
is
audited
by
the
Bureau
of
State
Audits
on
an
annual
basis.
Investment
in
California
LAIF
cannot
exceed
the
maximum
deposit
per
agency
limit
as
set
by
the
Local
Agency
Investment
Fund.
J. Local Government Investment Pools (LGIP). Shares of beneficial interest issued by a joint powers authority
organized
pursuant
to
CGC
§
6509.7.
To
be
eligible
for
purchase,
the
pool
must
meet
the
requirements
of
CGC
§
53601(p).
Whenever the City has any funds invested in a LGIP, the CFO shall maintain on file a copy of the pools’
current
information
statement
to
be
reviewed
on
a
periodic
basis.
Investment
in
LGIPs
cannot
exceed
the
maximum
deposit
limit
as
set
by
each
LGIP.
K. Money Market Funds - Investing solely in U.S. Treasury securities and U.S. Government Agency securities,
and
repurchase
agreements
relating
to
the
above
obligations.
To
be
eligible,
these
Money
Market
Funds
must
have
met
either
of
the
following
criteria:
(A)
Attained
the
highest
ranking
or
the
highest
letter
and
numerical
rating
provided
by
not
less
than
two
NRSROs.
(B)
Retained
an
investment
advisor
with
not
less
than
five
years
of
experience
and
registered
or
exempt
from
registration
with
the
SEC,
with
assets
under
management
more
than
five
hundred
million
dollars
($500,000,000).
No
more
than
20 percent
of
the
portfolio
may
be
invested
in
Money
Market
Funds
with
no
more
than
10 percent
invested
in
any
one
money
market
mutual
fund.
L. Repurchase Agreements – The City may invest in repurchase agreements with banks and dealers with
which
the
City
has
entered
into
a
master
repurchase
agreement
which
specifies
terms
and
conditions
of
repurchase
agreements.
1) Transactions shall be limited to the primary dealers and banking institutions rated in a
rating
category
of
“A”
or
its
equivalent
or
better
by
a
NRSRO,
or
with
a
financially
stable
banking
institution
with
which
the
City
has
a
substantial
banking
relationship.
The
maturity
of
repurchase
agreements
shall
not
exceed
90 days.
The
market
value
of
securities
used
as
collateral
for
repurchase
agreements
shall
be
monitored
daily
by
the
CFO
and
will
not
be
allowed
to
fall
below
102
percent
of
the
value
of
the
repurchase
agreement
plus
the
value
of
collateral
more
than
the
value
of
the
repurchase
agreement.
To conform with the Federal Bankruptcy Code which provides for the liquidation of securities
held
as
collateral
for
repurchase
agreements,
the
only
securities
acceptable
as
collateral
shall
be
securities
that
are
direct
obligations
of,
or
that
are
fully
5 151
City of Oxnard FY 2026-2027 Investment Policy guaranteed as to principal and interest by the United States or any agency of the United
States.
2) Not more than 40 percent of the portfolio may be invested in repurchase agreements
and
a
security
interest
satisfactory
to
the
City
shall
always
be
maintained
in
the
securities
subject
to
a
repurchase
agreement.
M. Medium Term Notes (MTN): MTNs defined as all corporate and depository institution debt securities
with
a
maximum
remaining
maturity
of
five
years
or
less,
issued
by
corporations
organized
and
operating
within
the
United
States
or
by
depository
institutions
licensed
by
the
United
States
or
any
state
and
operating
within
the
United
States.
Purchases
in
this
category
shall
not
exceed
30 percent
of
the
portfolio
and
must
be
rated
in
a
rating
category
of
“A”
or
its
equivalent,
or
better
by
a
NRSRO.
N. U.S. Instrumentalities (Supranational). United States dollar denominated senior unsecured unsubordinated
obligations
issued
or
unconditionally
guaranteed
by
the
International
Bank
for
Reconstruction
and
Development,
International
Finance
Corporation,
or
Inter-American
Development
Bank,
with
a
maximum
remaining
maturity
of
five
years
or
less,
and
eligible
for
purchase
and
sale
within
the
United
States.
Purchases
are
limited
to
securities
that
are
rated
in
a
rating
category
of
“AA”
or
its
equivalent
or
better
by
a
NRSRO.
A
maximum
of
20 percent
of
the
portfolio
may
be
invested
in
United
States
Instrumentalities.
Ineligible Investments: Investments not described herein, including but not limited to, reverse repurchase
agreements
and
common
stocks
are
prohibited
from
use
in
this
portfolio.
This
Investment
Policy
further
specifically
disallows
investments
in
inverse
floaters,
range
notes,
or
interest
only
strips
that
are
derived
from
a
pool
of
mortgages,
or
any
security
that
could
result
in
zero-interest
accrual
if
held
to
maturity.
Notwithstanding,
the
City
may
invest
in
securities
issued
by,
or
backed
by,
the
United
States
government
that
could
result
in
zero-
or
negative-interest
accrual
if
held
to
maturity,
in
the
event
of,
and
for
the
duration
of,
a
period
of
negative
market
interest
rates.
The
City
may
hold
these
instruments
until
their
maturity
dates.
City Interfund Loans – Funds may be invested in loans to provide specific funding to City Programs, provided
no
loan
shall
violate
any
limitations
prescribed
by
California
law.
Interfund
loans
shall
be
approved
by
City
Council
through
the
corresponding
promissory
note,
including
at
a
minimum,
the
description
of
the
loan,
the
rate
of
interest
assigned
to
the
loan
and
the
date
on
which
the
loan
will
be
repaid.
9.0 COLLATERALIZATION Collateralization is required on two types of investments: uninsured bank deposits and repurchase agreements.
Uninsured bank deposits may only be invested with financial institutions which participate in the California
Local
Agency
Security
Program
(LASP)
administered
by
the
California
Department
of
Financial
Protection
and
Innovation.
LASP
provides
for
collateral
requirements,
oversight
and
monitoring,
and
reporting
by
financial
institutions.
Collateral is also required for repurchase agreements. The market value of securities that underlie a 6 152
City of Oxnard FY 2026-2027 Investment Policy repurchase agreement shall not be allowed to fall below 102% of the value of the repurchase agreement and
the
value
shall
be
adjusted
no
less
than
quarterly.
Securities
that
can
be
pledged
for
collateral
shall
consist
only
of
securities
permitted
in
this
policy.
Collateral
shall
be
held
by
an
independent
third
party
with
whom
the
City
has
established
a
custodial
agreement.
10.0 INVESTMENT POOLS Investment pools include LAIF, county pooled investment funds, shares of beneficial interest (mutual funds
and
money
market
funds),
and
joint
powers
authority
pools.
A
thorough
investigation
of
any
pool
or
fund
is
required
prior
to
the
City’s
investment
and
on
a
periodic
basis
while
funds
are
invested.
The
investigation
will
include
review
of
the
following
items:
o Eligible investments. o Investment policy and/or investment objectives. o Security safeguarding, settlement process, pricing. o Allowable deposits and withdrawals. o Interest calculation, distribution, and treatment of gains/losses. o Schedule for receiving statements and portfolio listings. o Fees. o Retained earnings. o Eligibility for bond proceeds.
11.0 AUTHORIZED INVESTMENTS FOR BOND PROCEEDS Bond proceeds shall be invested in the securities permitted pursuant to City Council approved bond documents.
If
the
bond
documents
are
silent
as
to
the
permitted
investments,
bond
proceeds
will
be
invested
in
the
securities
permitted
by
this
policy.
Notwithstanding
the
other
provisions
of
this
Investment
Policy,
the
dollar
portfolio,
percentage,
and
term
limitations
listed
elsewhere
in
the
Investment
Policy
do
not
apply
to
bond
proceeds.
In
addition
to
the
securities
listed
in
Section
8.0 above,
bond
proceeds
may
be
invested
in
a
structured
investment
product
if
approved
by
the
City
Council.
12.0 SAFEKEEPING AND CUSTODY As required by CGC §53601 all security transactions entered by the City shall be conducted on Delivery versus
Payment
basis.
Delivery
versus
Payment
or
DVP
basis
means
all
securities
purchased
or
acquired
shall
be
delivered
to
the
City
by
book
entry,
physical
delivery,
or
third-party
custodial
agreement.
Investments
in
the
state
pool,
local
government
investment
pools,
or
money
market
funds
are
undeliverable,
and
therefore,
not
subject
to
the
delivery
or
third-party
safe
keeping
requirements.
13.0 DIVERSIFICATION The City Council recognizes that investment risks can result from issuer defaults, market price changes, or various
technical
complications
leading
to
temporary
illiquidity.
Portfolio
diversification
is
employed
to
minimize
these
risks.
Investment
signatories
are
expected
to
display
prudence
in
the
selection
and/or
approval
of
securities,
to
minimize
the
risks
present
in
the
investment
portfolio.
No
individual
investment
transaction
shall
be
undertaken
which
jeopardizes
the
total
capital
position
of
the
overall
portfolio.
To
promote
diversification,
no
more
than
5 percent
of
the
portfolio
may
be
invested
in
the
securities
of
any
one
issuer,
regardless
of
security
type;
except
for
U.S.
Treasuries,
federal
agencies,
supranational,
and
pooled
investments
such
as
LAIF,
money
market
funds,
and
local
government
investment
pools.
7 153
City of Oxnard FY 2026-2027 Investment Policy The City Council acknowledges that from time-to-time certain situations may arise during which strict adherence
to
an
inflexible
investment
policy
may
be
overly
restrictive.
On
a
case-by-case
basis,
the
City
Council
may
consider
any
pertinent
information
of
such
situations
and
may,
by
minute
action,
modify
or
waive,
within
the
constraints
of
CGC
§53601
et
seq.,
any
of
the
provisions
and/or
restrictions
of
this
Investment
Policy.
14.0 TRADING OF SECURITIES A trade is the movement from one security to another and may be done for a variety of reasons, such as to increase
yield,
lengthen
or
shorten
maturities,
to
take
a
profit,
or
to
increase
investment
quality.
The
purchase
and
sale
transaction
and
the
sale
transaction
must
each
be
recorded
separately
and
any
losses
or
gains
on
the
sale
must
be
recorded.
The City Council may obtain competitive bids from at least two brokers or financial institutions on all purchases
based
on
investment
analysis
recommended
by
staff
about
the
investment
policy
guidelines.
Competitive
bids
can
be
also
obtained
by
other
communication
channels
when
necessary.
If the City has contracted with an investment advisor to provide investment service, the trading of the funds
managed
by
the
investment
advisor
will
be
performed
by
the
investment
advisor
based
on
their
established
policies
and
procedure
to
evaluate
and
monitor
the
firms’
credit
worthiness,
as
well
as
their
ability
to
perform
the
duties
necessary
for
efficient
trade
execution.
All
trading
activity
conducted
by
the
investment
advisor
shall
be
made
in
accordance
with
this
Investment
Policy
and
any
written
directions
provided
by
the
City
Council.
15.0 MAXIMUM MATURITIES
Where no maturity limit is stated for an investment under Section 8.0, no investment shall be made in any security
that
at
the
time
of
the
investment,
has
a
remaining
term
to
maturity
of
more
than
five
years
unless
the
City
Council
has
granted
express
authority
to
make
that
investment
either
specifically
or
as
part
of
a
previous
investment
program,
no
less
than
three
(3)
months
prior
to
the
investment.
Any
investment
currently
held
at
the
time
the
investment
policy
is
adopted
which
does
not
meet
the
new
policy
guidelines
may
be
held
until
maturity
and
shall
be
exempt
from
the
current
policy.
At
the
time
of
the
investment’s
maturity
or
liquidation
such
funds
shall
be
reinvested
only
as
provided
in
the
most
current
policy.
16.0 PORTFOLIO MATURITY LIMITATION
The weighted average maturity of the entire portfolio shall not exceed three (3) years.
17.0 MONITORING CREDIT RATINGS The CFO or the investment advisor shall monitor the ratings of all investments in their portfolios on a continuous
basis.
If
an
existing
investment’s
rating
drops
below
the
minimum
credit
rating
required
for
new
investments
made
pursuant
to
this
Investment
Policy,
the
CFO
will
advise
the
City
Council
as
to
whether
this
security
should
be
held
or
sold
prior
to
maturity.
8 154
City of Oxnard FY 2026-2027 Investment Policy 18.0 REPORTING Within 45 days of the end of each month, the CFO shall submit to the City Council a monthly investment report.
This
report
will
include
the
elements
of
the
quarterly
report
as
recommended
by
CGC
§53646,
to
include:
a. Type of investment b. Name of institution c. Date of maturity d. Amount of deposit or cost of the security and the par value e. Current market value of all securities f. Rate of interest/earnings (yield) g. A monthly list of transactions CGC §53646(b)(2), (3) recommends that the investment report must include a statement that (i) all investment
actions
executed
since
the
last
investment
report
have
been
made
in
full
compliance
with
the
Investment
Policy
or
a
City
Council's
minute
action
(waiver)
and,
that
(ii)
the
City
will
meet
its
expenditure
obligations
for
the
next
six
months.
The
CFO
shall
maintain
a
complete
and
timely
record
of
all
investment
transactions
in
support
of
the
above
statement.
19.0 INTERNAL CONTROLS The CFO is responsible for establishing and maintaining a control structure designed to ensure that the assets
of
the
City
are
protected
from
loss,
theft,
or
misuse.
The
internal
control
structure
shall
be
designed
to
provide
reasonable
assurance
that
these
objectives
are
met.
The
concept
of
reasonable
assurance
recognizes
that
(1)
the
cost
of
a
control
should
not
exceed
the
benefits
likely
to
be
derived
and
(2)
the
valuation
and
benefits
require
estimates
and
judgments
by
management.
An annual independent review, or as needed to address recommended changes, by an external auditor to assure compliance with policies and procedures will be performed as part of the City’s annual audit.
20.0 PERFORMANCE STANDARDS The investment portfolio shall be designed with the objective of obtaining a market rate of return throughout
budgetary
and
economic
cycles,
commensurate
with
the
investment
risk
constraints
and
the
cash
flow
needs.
To
determine
whether
market
rate
of
return
is
being
achieved,
the
CFO
shall
identify
comparable
benchmark(s)
to
the
portfolio
investment
duration,
(e.g.,
90-day
US
Treasury
Bill,
6-month
US
Treasury
Bill,
average
LAIF
yield
rate).
If the City has contracted with an investment advisor to provide investment service, the investment performance
of
the
managed
funds
shall
be
evaluated
and
compared
to
an
appropriate
benchmark
to
assess
the
success
of
the
investment
program
relative
to
the
City’s
safety,
liquidity,
and
return
objectives.
This
comparative
analysis
is
included
in
the
investment
report
presented
to
the
City
Council
quarterly.
21.0 POLICY REVIEW This Investment Policy shall be reviewed regularly to ensure its consistency with the overall objectives of preservation
of
principal,
liquidity,
and
return
and
its
relevance
to
current
law
and
financial
and
economic
trends.
The
City
Council
shall
be
responsible
for
maintaining
guidance
over
this
Investment
Policy
to
ensure
that
the
City
can
adapt
readily
to
changing
market
conditions
and
approve
any
modification
to
the
Investment
Policy
prior
to
implementation.
9 155
City of Oxnard FY 2026-2027 Investment Policy 22.0 STATE LAW It is the policy of the City to comply with the State laws governing its investments.
23.0 INVESTMENT POLICY ADOPTION The Investment Policy shall be adopted by resolution of the City Council of the City of Oxnard. Moreover, the
Policy
shall
be
reviewed
whenever
there
are
recommended
changes
or
annually,
whichever
occurs
first,
and
modifications
must
be
approved
by
the
City
Council.
10 156
City of Oxnard FY 2026-2027 Investment Policy APPENDIX: GLOSSARY OF CASH MANAGEMENT & INVESTMENT TERMS BOND PROCEEDS: The money paid to the issuer by the purchaser or underwriter of a new issue of municipal securities. These monies are used to finance the project or purpose for which the securities were issued and to pay certain costs of issuance as may be provided in the bond contract. BROKER: A broker acts as an intermediary between a buyer and seller for a commission and does not trade for his/her own risk and account or inventory. CERTIFICATE OF DEPOSIT (CD): A time deposit with a specific maturity evidenced by a certificate. CERTIFICATE OF DEPOSIT ACCOUNT REGISTRY SYSTEM (CDARS): A private CD placement service that allows local agencies to purchase more than $250,000 in CDs from a single financial institution (must be a participating institution of CDARS) while still maintaining FDIC insurance coverage. CDARS is currently the only entity providing this service. CDARS facilitates the trading of deposits between the California institution and other participating institutions in amounts that are less than $250,000 each, so that FDIC coverage is maintained. COLLATERAL: Securities, evidence of deposit or other property, which a borrower pledges to secure repayment of a loan. Also refers to securities pledged by a bank to secure deposits of public monies.
COMMERCIAL PAPER: A short-term, unsecured, promissory note with a fixed maturity of no more than 397 days. By statute, these issues are exempt from registration with the U.S. Securities and Exchange Commission.
CREDIT RISK: The risk to an investor that an issuer will default in the payment of interest and/or principal on a security and a loss will result.
CUSTODIAN: A bank or other financial institution that keeps custody of stock certificates and other assets. DEALER: A dealer, as opposed to a broker, acts as a principal in all transactions, buying and selling for his own risk and account or inventory.
DELIVERY OF SECURITIES: There are two methods of delivery of securities ; Delivery versus Payment and Delivery versus Receip t. Delivery versus payment is delivery of securities with an exchange of money for the securities. Delivery versus receipt is delivery of securities with an exchange of signed receipt for the securities. DIVERSIFICATION: Dividing investment funds among a variety of securities offering independent returns. DURATION: A measure of the timing of the cash flows to be received from a given-fixed income security. This calculation is based on three variables: term to maturity, coupon rate, and yield to maturity. The duration of a security is a useful indicator of its price volatility for given changes in interest rates. FEDERAL DEPOSIT INSURANCE CORPORATION (FDIC): A federal agency that insures bank deposits. FINANCIAL INDUSTRY REGULATORY AUTHORITY (FINRA): The Financial Industry Regulatory Authority (FINRA) is the largest independent regulator for all securities firms doing business in the United States. All told, FINRA oversees over 4,200 brokerage firms, about 162,000 branch offices and approximately 634,000 registered securities representatives.
INTEREST ONLY STRIPS: The interest portion of a Treasury note or bond that has been stripped of its principal component through the commercial book-entry system. INTEREST RATE RISK: The risk of gain or loss in market values of securities due to changes in interest-rate levels. For example, rising interest rates will cause the market value of portfolio securities to decline.
INVERSE FLOATER: Fixed income instruments whose coupon or interest rate is periodically reset according to a short-term rate index such as LIBOR, or prime rate. Unlike the traditional floating rate instrument, however, the inverse floater’s rate is set equal to a fixed rate minus the short-term rate index. INVESTMENT POLICY: A clear and concise statement of the objectives and parameters formulated by an investor or investment manager for a portfolio of investment securities. 11 157
City of Oxnard FY 2026-2027 Investment Policy
INVESTMENT PORTFOLIO: A collection of securities held by a bank, individual, institution, or government agency for investment purposes. LIQUIDITY: The measure of an asset’s ability to be converted easily and rapidly into cash with minimum risk on principal. LOCAL AGENCY INVESTMENT FUND (LAIF): An investment pool managed by the California State Treasurer. Local government units, with consent of the governing body of that agency, may voluntarily deposit surplus funds for investment. Interest earned is distributed by the State Controller to the participating governmental agencies on a quarterly basis. MARKET VALUE : The price at which a security is currently being sold in the market.
MASTER REPURCHASE AGREEMENT: A written contract covering all future transactions between the parties to repurchase agreements and reverse repurchase agreements that establish each party’s rights in the transactions. A master agreement will often specify, among other things, the right of the buyer -lender to liquidate the underlying securities in the event of default by the seller- borrower. MATURITY: The date that the principal or stated value of a debt instrument becomes due and payable. MEDIUM-TERM NOTES (MTNs): Corporate notes, having any or of the features of corporate bonds and ranging in maturity from nine months out to thirty years. The difference between corporate bonds and MTNs is that corporate bonds are underwritten. NATIONALLY RECOGNIZED STATISTICAL RATING ORGANIZATION (NRSRO): A rating organization designated by the SEC as being nationally recognized, such as Moody's Investor Service, Inc.(Moody’s), Standard & Poor’s (S&P), and Fitch Ratings (Fitch). NEGOTIABLE CERTIFICATES OF DEPOSIT: Time deposits issued by Federal Deposit Insurance Corporation (FDIC) insured banks and are underwritten by the Financial Industry Regulatory Authority (FINRA) registered Broker/Dealers. Also known as “DTC Eligible CDs” or “Brokered Deposits”, this type of deposit is offered to investors by issuing institutions looking to raise liquidity and funding through the wholesale and institutional markets.
PAR VALUE: The amount of principal that must be paid at maturity. Also referred to as the face amount of a bond, normally quoted in increments of $1,000 per bond. PRIMARY DEALER: A group of government securities dealers who submit daily reports of market activity and positions and monthly financial statements to the Federal Reserve Bank of New York and are subject to its informal oversight. Primary dealers include Securities and Exchange Commission (SEC)- registered securities broker/dealers, banks and a few unregulated firms. PRINCIPAL: The face or par value of a debt instrument or the amount of capital invested in a security. PRUDENT INVESTMENT STANDARD: The way a prudent person of discretion and intelligence would be expected to manage the investment program in seeking a reasonable income and preservation of capital. RANGE NOTES: Securities that accrue interest during an interest period at a fixed or variable rate if a specified index is within a specified range during a designated period or at a point in time. A Range Note may not bear interest if the specified index is outside the specified range. RATE OF RETURN: 1) The yield which can be attained on a security based on its purchase price or its current market price. 2) Income earned on an investment, expressed as a percentage of the cost of the investment.
REPURCHASE AGREEMENT (RP OR REPO): A holder of securities (e.g. investment dealer) sells these securities to an investor (e.g. the City) with an agreement to repurchase them at a fixed date. The security “buyer” (e.g. the City) in effect lends the “seller” money for the period of the agreement, and the terms of the agreement are structured to compensate the “buyer” for this. Dealers use RP extensively to finance their positions. Exception: When the Fed is said to be doing RP, it is lending money that is increasing bank reserves. REVERSE REPURCHASE AGREEMENT (REVERSE REPO): A counter party (e.g. investment dealer) buys the securities from the holder of securities (e.g. the City) with an agreement to sell them back at a fixed date. The counter party in effect lends the seller (e.g. the City) money for the period of the agreement with terms of the agreement structured to compensate the buyer. 12 158
City of Oxnard FY 2026-2027 Investment Policy
SAFEKEEPING: A service banks offer to clients for a fee, where physical securities are held in the bank’s vault for protection and book- entry securities are on record with the Federal Reserve Bank or Depository Trust Company in the bank’s name for the benefit of the client. As agent for the client, the safekeeping bank settles securities transactions, collects coupon payments, and redeems securities at maturity or, if called, on the call date. SECURITIES: Investment instruments such as notes, bonds, stocks, money market instruments and other instruments of indebtedness of equity. SECURITIES AND EXCHANGE COMMISSION (SEC): Agency created by Congress to protect investors in securities transactions by administering securities legislation. SECONDARY MARKET: A market for the repurchase and resale of outstanding issues following the initial distribution.
SUPRANATIONALS: International organizations whereby member states transcend national boundaries or interests to share in the decision-making process and vote on issues pertaining to the wider grouping. TOTAL RETURN: Total return, when measuring performance, is the actual rate of return of an investment or a pool of investments over a given evaluation period. Total return includes interest, capital gains, dividends and distributions realized over a given period.
TREASURY SECURITIES: Securities issued as direct obligations of the U.S. Government and backed by the full faith and credit of the federal government. WEIGHTED AVERAGE MATURITY (WAM): The average maturity of all the securities that comprise a portfolio, typically expressed in days of years. YIELD: The annual rate of return on an investment expressed as a percentage of the investment. Income yield is obtained by dividing the current dollar income by the current market price for the security. 13 159
City of Oxnard FY 2026-2027 Investment Policy
Exhibit A City of Oxnard INVESTMENT ADVISOR
● NONE
14 160
City of Oxnard FY 2026-2027 Investment Policy
Exhibit B City of Oxnard Authorized Brokers/Dealers The following Broker/Dealers are authorized in accordance with the City’s Investment Policy: 1. Alamo Capital 2. Multi-Bank Securities, Inc. 3. Piper Sandler & Co. 4. Robert W. Baird & Co. Inc. 5. Stifel Financial Corp. 6. U.S. Bancorp Advisors 7. Wells Fargo Securities 8. Falcon Square Capital 9. Mischler Financial Group, Inc. 10. Zions Bank Capital Markets 11. Great Pacific Securities 12. Oppenheimer & Co. Inc. 15 161
City of Oxnard FY 2026-2027 Investment Policy
16 162
City of Oxnard
Annual Investment Policy
May 26, 2026
Presented by:
Eric S. Sonstegard, Assistant City Manager
Javier Chagoyen-Lazaro, Chief Financial Officer
163
Recommendation 2
That the Finance & Governance Committee:
1. Recommend that the City Council adopt a
resolution approving the FY 2026-27
Investment Policy for the City of Oxnard
2. Provide direction regarding delegation of
investment authority
164
• California Government Code Section 53646 and the
City’s adopted Investment Policy call for annual review and adoption of investment policy by the City Council.
• California Government Code Section 53607
establishes that the City Council may delegate its
authority to invest City funds for a one-year period to the City Treasurer.
• California Government Code Section 37103 allows the
legislative body of the City to contract with any
specially trained and experienced person, firm, or
corporation for special services and advice in financial, economic, accounting, engineering, legal, or
administrative matters.
Background 3
165
• Neighboring cities such as Simi Valley, Thousand Oaks, Camarillo, Ventura, Port Hueneme, and Santa Barbara
delegate their investment duties to senior Finance
Department staff. These cities do not have an elected
Treasurer.
• Historically, the City Council delegated their investment authority to the City Treasurer. For FY 2024-2025, the City Council adopted a resolution delegating investment
authority to the Chief Financial Officer (CFO). For FY 2025- 2026, the City Council chose not to delegate their
investment authority and instead authorized an additional Local Government Investment Pool, the California Asset
Management Program (“CAMP”), as another option for the
investment of excess funds.
Background 4
166
• City’s Investment Policy provides the guidelines
for the prudent investment of the City’s funds
and prioritizes the City’s public funds
management objectives of safety, liquidity, and
yield.
• Changes in the proposed Investment Policy:
• Minor typographical changes
• Increase to the maximum maturity for prime
quality commercial paper from 270 days up
to 397 days (pursuant to California Senate
Bill 858)
Discussion 5
167
• Delegation of Investment Authority
• Staff recommends that the City Council choose
to retain their investment authority.
• Staff recommends expanding pool investment
options to include CalTRUST, a Joint Powers
Authority that allows public agencies to pool
their assets for investment purposes.
• City Council may also choose to adopt a
resolution delegating authority to invest for a
one-year period to the City Treasurer.
Discussion 6
168
Recommendation 7
That the Finance & Governance Committee:
1. Recommend that the City Council adopt a
resolution approving the FY 2026-27 Investment
Policy for the City of Oxnard
Based on Committee feedback on investment authority
and expanding pool investment options, staff can bring
resolutions for review and approval at a future City
Council meeting.
169
8 Questions / Discussion
170
FINANCE AND GOVERNANCE COMMITTEE
AGENDA REPORT
REPORTS
AGENDA ITEM NO. D.4
DATE: May 26, 2026
TO: Finance & Governance Committee
FROM: Michael Wolfe, Public Works Director, (805) 385-8055, [email protected]
SUBJECT: Fiscal Year (FY) 2026-27 Resolution to Levy Assessments in the Waterways Maintenance District.
RECOMMENDATION
That the Finance and Governance Committee recommend that the City Council, acting as the legislative body for the Waterways Maintenance District:
1. Hold a public hearing regarding proposed assessments for the Waterways Maintenance District for Fiscal Year 2026-27;
2. Adopt a resolution to levy the maintenance assessment on property within the Waterways Maintenance District for Fiscal Year 2026-27; and
3. Authorize the Approval of Agreement A-8620, entered into by and between the City of Oxnard and the Harbour Island Homeowners Association, accepting the donation of $10,000 from the Harbour Island Homeowners Association (HOA) to support landscape maintenance and on-call services within the Waterways Maintenance District Zone 2.
Please click the following link to view the required Measure M pre-recorded presentation video: https://youtu.be/r_Ow7V6YB0g
BACKGROUND
Special Districts is a Division of the Public Works Department and manages a total of 50 special financing districts, including the Waterways Maintenance District (the “District”). On June 16, 1970, the City formed the District pursuant to the maintenance district provisions of the Improvement Act of 1911 (Streets and Highways Code Section 5820 et seq.). The District was formed at the request of the owner (developer) of the property included within the District to finance the capital costs and maintenance and operation expenses for the sidewalks, streets, waterways, flood control, drainage systems, vector control, landscaping, parking areas, and fences.
DISCUSSION
Each year, prior to levying the assessment on the property tax rolls, the City Council is required to review the estimated costs of maintaining and operating the improvements within the District, to decide whether the costs of such maintenance and operations shall be borne wholly or partially by the District. Only after conducting a Public Hearing to receive public input, can the City Council consider making a decision to levy the assessments in an amount sufficient to raise the money to pay for such costs within the District. As this district was levied at its maximum rate in FY 2025-26, the assessment is not proposed to change for FY 2026-27. The proposed 171
assessments for Fiscal Year 2026-27 (FY 2026-27) are identified below:
FY 2026-27
Waterways
Maintenance District Maximum Rate Applied Rate
Qualified Elector
Approved Annual
Adjustment
Projected Assessment
Revenue1
Zone 1 (Mandalay Bay) $444,258.00 $444,258.00 N/A $444,258.00
Zone 2 (Harbour Island) $47,949.00 $47,949.00 N/A $47,949.00 1 Subject to change depending on Ventura County's final assessment roll
The deadline to deliver the assessment information to Ventura County for inclusion on the FY 2026-27 property tax roll is July 6, 2026.
WAD Zone 2 (Harbour Island) Donation Agreement
Special Districts staff has met with the Harbour Island HOA on multiple occasions to address the recurring budget shortfalls in Waterways Maintenance District Zone 2, which continue to be impacted by Proposition 218’s cap on annual assessments. The HOA has provided financial contributions on several occasions in recent years to help maintain service levels in the absence of additional assessment revenue. In FY 2020-21, the HOA donated $4,853 to WAD Zone 2 to fund water quality remediation efforts in the channel. The HOA also donated $15,446 in FY 2023-24, and $17,400 in FY 2025-26 to WAD Zone 2 to fully fund contracted landscape services in Harbour Island for the year, as well as additional maintenance needs, including irrigation repairs, plant material replacement, and mulching.
During FY 2026-27 budget discussions, the HOA indicated that rather than consider a Proposition 218 ballot proceeding, they would elect to proceed with a donation to the district to fund maintenance expenses. For FY 2026-27, the HOA has agreed to provide a $10,000 donation, which brings total projected revenues for Zone 2 to $57,949 and will be reflected in the City’s proposed budget for Zone 2.
STRATEGIC PRIORITIES
This agenda item is a routine operational item or does not relate to the five strategic priorities adopted by City Council on March 16, 2021.
FINANCIAL IMPACT
Property owners pay the assessments as a part of their annual property tax bill. The assessment, including inflationary adjustments where applicable, has been approved by the property owners through prior proceedings. Funds received for the benefit of the District are restricted and can only be used to fund the services of the District. There is no impact to the General Fund. The District’s projected maintenance costs for FY 2026-27 are outlined below:
172
Projected FY 2026-27 Expenses
Waterways Zone 1 (Mandalay Bay) $ 479,207.00
Waterways Zone 2 (Harbour Island) $ 76,256.00
Total $ 555,463.00
Projected FY 2026-27 Assessment
Revenues1
Zone 1 (Mandalay Bay) $ 444,258.00
Zone 2 (Harbour Island) $ 47,949.00
Total $ 492,207.00
Projected Assessment Revenue vs
Expenses2 ($63,256)
1 allocated based on parcel count; allocated based on % split of costs at time of District formation 2 Expenses that exceed revenues are funded by other sources such as Zone fund balance, donations, or interest income
All expenses above projected FY 2026-27 revenues are proposed to be funded via available fund balance.
Prepared by: Steve Howlett, Assistant Public Works Director, Anthony Miller, Special Districts Manager
ATTACHMENTS
1. Resolution Levying Fiscal Year 2026-27 Maintenance Assessment for Waterway Maintenance District
2. FY 2026-27 Tax Roll for Waterways Zones 1 and 2
3. Harbour Island HOA Donation Agreement A-8620
4. Special Districts Map
5. Special Districts List
6. Presentation
173
CITY COUNCIL OF THE CITY OF OXNARD
RESOLUTION NO.
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF OXNARD LEVYING MAINTENANCE ASSESSMENTS FOR FISCAL YEAR 2026-27 ON REAL PROPERTY IN
THE WATERWAYS MAINTENANCE DISTRICT
WHEREAS, by Resolution No. 5144, adopted June 16, 1970, the City Council formed the Waterways Maintenance District (“District”) pursuant to Chapter 26 of Part 3 of the Improvement Act of 1911 (Streets and Highways Code Section 5820 et seq.); and WHEREAS, in 1971, 1987, and 1993, the City Council annexed territory to the District; and WHEREAS, as required by Streets and Highways Code Section 5830, the City Council annually fixes the rate of the maintenance assessment levied in connection with the District; and WHEREAS, the City Council desires to fix the rate for the maintenance assessment for Fiscal Year 2026-27 at the same rate as it was levied in Fiscal Year 2025-26; and WHEREAS, the City Council desires that the maintenance assessments for Fiscal Year 2026-27 be levied and collected on the Ventura County property tax bill.
NOW, THEREFORE, the City Council of the City of Oxnard resolves:
1. The budget for Fiscal Year 2026-27 for the Waterways Maintenance District is hereby approved as follows:
Landscape and Waterways Maintenance $389,500
Direct Staff Charges $113,598
Overhead $47,346
Consulting $3,605
County Collection Fee $1,414
$555,463
2. The costs outlined in Section 1 up to the maximum permissible assessment amount of $492,207 shall be borne by the District; the remainder shall be borne by the Improvement Fund of the District or other funds made available to the District.
3. The rate of the maintenance assessment necessary to raise $492,207 for the fiscal year beginning July 1, 2026 is hereby fixed as set forth in the Assessment Roll attached hereto as Exhibit A and said maintenance assessment is hereby levied.
174
Resolution No.
Fiscal Year 2026-27 Maintenance Assessment for Waterway Maintenance District
4. The City Council directs that staff take such actions as are necessary to cause the assessment to be collected on the property tax bill by the County of Ventura.
5. The City Clerk is instructed to cause this resolution to be published one time in a newspaper of general circulation within the City within 15 days after adoption.
6. In accordance with Government Code Section 53901, the City Clerk is instructed to file with the Ventura County Auditor within 60 days from July 1, 2026, a certified copy of this resolution.
PASSED AND ADOPTED THIS ___ day of June 2026, by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
___________________________________
Luis A. Mc Arthur, Mayor
ATTEST:
____________________________
Lourdes A. López, City Clerk
APPROVED AS TO FORM:
_____________________________________
Stephen M. Fischer, City Attorney
175
Resolution No.
Fiscal Year 2026-27 Maintenance Assessment for Waterway Maintenance District
EXHIBIT A
ASSESSMENT ROLL FOR FY 2026-27
(SPACE PURPOSELY LEFT BLANK)
176
City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-011-015 3900 W HEMLOCK ST Mandalay Bay $657.32
188-0-011-025 3904 W HEMLOCK AVE Mandalay Bay 634.64
188-0-011-035 3910 W HEMLOCK ST Mandalay Bay 634.64
188-0-011-045 3920 W HEMLOCK ST Mandalay Bay 679.98
188-0-011-055 3930 W HEMLOCK ST Mandalay Bay 679.98
188-0-012-015 3866 W HEMLOCK ST Mandalay Bay 657.32
188-0-012-025 3860 W HEMLOCK ST Mandalay Bay 634.64
188-0-012-035 Mandalay Bay 657.32
188-0-012-045 3840 W HEMLOCK ST Mandalay Bay 679.98
188-0-012-055 3830 W HEMLOCK ST Mandalay Bay 679.98
188-0-012-065 3820 W HEMLOCK AVE Mandalay Bay 679.98
188-0-012-075 3810 W HEMLOCK ST Mandalay Bay 657.32
188-0-012-085 3804 W HEMLOCK ST Mandalay Bay 657.32
188-0-013-015 2015 VICTORIA AVE Mandalay Bay 725.30
188-0-013-025 2025 S VICTORIA AVE Mandalay Bay 679.98
188-0-013-035 2035 S VICTORIA AVE Mandalay Bay 679.98
188-0-013-045 2045 S VICTORIA AVE Mandalay Bay 679.98
188-0-013-055 2051 S VICTORIA AVE Mandalay Bay 679.98
188-0-013-065 2055 S VICTORIA AVE Mandalay Bay 679.98
188-0-013-115 2141 VICTORIA AVE Mandalay Bay 725.30
188-0-013-125 Mandalay Bay 725.30
188-0-013-135 2161 S VICTORIA AVE Mandalay Bay 725.30
188-0-013-145 2201 S VICTORIA AVE Mandalay Bay 725.30
188-0-013-155 2205 S VICTORIA AVE Mandalay Bay 725.30
188-0-013-205 2101 S VICTORIA AVE Mandalay Bay 679.98
188-0-013-215 2111 S VICTORIA AVE Mandalay Bay 679.98
188-0-013-225 2121 S VICTORIA AVE Mandalay Bay 679.98
188-0-013-235 2131 VICTORIA AVE Mandalay Bay 679.98
188-0-013-245 2211 S VICTORIA AVE Mandalay Bay 679.98
188-0-013-255 2221 S VICTORIA AVE Mandalay Bay 679.98
188-0-013-265 2231 S VICTORIA AVE Mandalay Bay 679.98
188-0-013-275 2241 S VICTORIA AVE Mandalay Bay 679.98
188-0-014-015 Mandalay Bay 770.64
188-0-014-025 2221 S MONACO DR Mandalay Bay 1,014.50
188-0-014-035 2215 MONACO DR Mandalay Bay 815.98
188-0-014-045 2211 S MONACO DR Mandalay Bay 793.30
188-0-014-055 2204 MONACO Mandalay Bay 793.30
188-0-014-065 2214 MONACO DR Mandalay Bay 793.30
188-0-014-075 2220 MONACO DR Mandalay Bay 1,019.96
188-0-014-085 2230 MONACO DR Mandalay Bay 725.30
188-0-015-015 2015 S NAPOLI Mandalay Bay 725.30
188-0-015-025 2025 NAPOLI DR Mandalay Bay 679.98
Slight variances may occur due to rounding
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City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-015-035 2035 NAPOLI DR Mandalay Bay 679.98
188-0-015-045 2045 NAPOLI DR Mandalay Bay 679.98
188-0-015-055 2101 S NAPOLI DR Mandalay Bay 679.98
188-0-015-065 2111 NAPOLI DR Mandalay Bay 679.98
188-0-015-075 Mandalay Bay 725.30
188-0-015-085 Mandalay Bay 1,019.96
188-0-015-095 2135 NAPOLI DR Mandalay Bay 793.30
188-0-015-105 2141 NAPOLI DR Mandalay Bay 815.98
188-0-015-115 2150 NAPOLI Mandalay Bay 793.30
188-0-015-125 2140 NAPOLI DR Mandalay Bay 793.30
188-0-015-135 2130 S NAPOLI DR Mandalay Bay 1,019.96
188-0-015-145 2120 NAPOLI DR Mandalay Bay 725.30
188-0-015-155 2110 NAPOLI DR Mandalay Bay 679.98
188-0-015-165 2100 NAPOLI DR Mandalay Bay 679.98
188-0-015-175 2044 NAPOLI DR Mandalay Bay 679.98
188-0-015-185 2034 NAPOLI DR Mandalay Bay 679.98
188-0-015-195 2024 NAPOLI DR Mandalay Bay 679.98
188-0-015-205 2014 NAPOLI DR Mandalay Bay 725.30
188-0-021-015 2241 MONACO DR Mandalay Bay 702.64
188-0-021-025 2251 MONACO DR Mandalay Bay 702.64
188-0-021-035 2261 MONACO DR Mandalay Bay 702.64
188-0-021-045 2301 MONACO Mandalay Bay 702.64
188-0-021-105 2351 S MONACO DR Mandalay Bay 702.64
188-0-021-115 2361 MONACO DR Mandalay Bay 725.30
188-0-021-125 2401 MONACO DR Mandalay Bay 702.64
188-0-021-135 2411 MONACO DR Mandalay Bay 702.64
188-0-021-145 2421 MONACO DR Mandalay Bay 702.64
188-0-021-155 2431 MONACO DR Mandalay Bay 702.64
188-0-021-165 2441 S MONACO DR Mandalay Bay 702.64
188-0-021-175 2451 MONACO DR Mandalay Bay 702.64
188-0-021-185 2501 MONACO DR Mandalay Bay 702.64
188-0-021-195 2511 MONACO DR Mandalay Bay 725.30
188-0-021-205 2521 MONACO DR Mandalay Bay 793.30
188-0-021-245 2544 MONACO DR Mandalay Bay 702.64
188-0-021-255 2534 MONACO DR Mandalay Bay 929.30
188-0-021-265 2524 MONACO DR Mandalay Bay 725.30
188-0-021-275 2514 MONACO DR Mandalay Bay 702.64
188-0-021-285 2504 MONACO DR Mandalay Bay 702.64
188-0-021-295 2454 MONACO DR Mandalay Bay 679.98
188-0-021-305 2444 MONACO DR Mandalay Bay 702.64
188-0-021-315 2434 MONACO DR Mandalay Bay 679.98
188-0-021-325 2424 S MONACO DR Mandalay Bay 770.64
Slight variances may occur due to rounding
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City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-021-335 2414 S MONACO DR Mandalay Bay 770.64
188-0-021-345 2404 MONACO DR Mandalay Bay 679.98
188-0-021-355 2531 MONACO DR Mandalay Bay 272.00
188-0-021-365 2531 MONACO DR Mandalay Bay 634.64
188-0-021-375 2541 MONACO DR Mandalay Bay 272.00
188-0-021-385 2541 MONACO DR Mandalay Bay 430.66
188-0-021-395 2550 MONACO DR Mandalay Bay 611.98
188-0-021-405 2550 MONACO DR Mandalay Bay 90.66
188-0-021-435 2305 MONACO DR Mandalay Bay 861.30
188-0-021-475 2341 S MONACO DR Mandalay Bay 702.64
188-0-021-485 2321 MONACO DR Mandalay Bay 1,019.96
188-0-022-015 2240 MONACO DR Mandalay Bay 702.64
188-0-022-025 2250 MONACO DR Mandalay Bay 679.98
188-0-022-035 2260 MONACO DR Mandalay Bay 679.98
188-0-022-045 2300 MONACO DR Mandalay Bay 679.98
188-0-022-055 2304 MONACO DR Mandalay Bay 679.98
188-0-022-065 2310 S MONACO DR Mandalay Bay 679.98
188-0-022-075 2320 MONACO DR Mandalay Bay 679.98
188-0-022-085 2330 MONACO DR Mandalay Bay 679.98
188-0-022-095 2340 MONACO DR Mandalay Bay 679.98
188-0-022-105 2350 MONACO DR Mandalay Bay 702.64
188-0-023-015 2251 VICTORIA AVE Mandalay Bay 679.98
188-0-023-025 2255 S VICTORIA AVE Mandalay Bay 702.64
188-0-023-035 2261 VICTORIA AVE Mandalay Bay 679.98
188-0-023-045 2301 S VICTORIA AVE Mandalay Bay 702.64
188-0-023-055 2305 VICTORIA AVE Mandalay Bay 679.98
188-0-023-065 2311 VICTORIA AVE Mandalay Bay 679.98
188-0-023-075 2321 S VICTORIA AVE Mandalay Bay 679.98
188-0-023-085 2331 S VICTORIA AVE Mandalay Bay 702.64
188-0-023-095 2341 S VICTORIA AVE Mandalay Bay 702.64
188-0-023-105 2351 S VICTORIA AVE Mandalay Bay 702.64
188-0-024-015 2401 VICTORIA Mandalay Bay 679.98
188-0-024-025 2411 VICTORIA Mandalay Bay 702.64
188-0-024-035 2421 S VICTORIA AVE Mandalay Bay 679.98
188-0-024-045 2431 S VICTORIA AVE Mandalay Bay 702.64
188-0-024-055 2441 VICTORIA AVE Mandalay Bay 679.98
188-0-024-065 2451 S VICTORIA AVE Mandalay Bay 702.64
188-0-024-075 2501 S VICTORIA AVE Mandalay Bay 702.64
188-0-024-085 2511 S VICTORIA AVE Mandalay Bay 702.64
188-0-024-095 2521 S VICTORIA AVE Mandalay Bay 702.64
188-0-024-105 2531 S VICTORIA AVE Mandalay Bay 702.64
188-0-024-115 2541 S VICTORIA AVE Mandalay Bay 679.98
Slight variances may occur due to rounding
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City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-024-125 2551 VICTORIA AVE Mandalay Bay 702.64
188-0-024-135 2561 S VICTORIA AVE Mandalay Bay 702.64
188-0-031-025 2320 PENINSULA RD Mandalay Bay 697.98
188-0-031-035 2330 PENINSULA RD Mandalay Bay 634.64
188-0-031-045 2340 PENINSULA Mandalay Bay 634.64
188-0-031-055 Mandalay Bay 634.64
188-0-032-015 4045 ISCHIA Mandalay Bay 725.30
188-0-032-025 4041 ISCHIA DR Mandalay Bay 679.98
188-0-032-035 4035 ISCHIA DR Mandalay Bay 679.98
188-0-032-045 4031 ISCHIA DR Mandalay Bay 679.98
188-0-032-055 4025 ISCHIA DR Mandalay Bay 702.64
188-0-032-065 4021 ISCHIA DR Mandalay Bay 725.30
188-0-032-075 Mandalay Bay 951.96
188-0-032-085 4005 ISCHIA DR Mandalay Bay 725.30
188-0-032-095 4000 W ISCHIA DR Mandalay Bay 725.30
188-0-032-105 4010 ISCHIA DR Mandalay Bay 725.30
188-0-032-115 4014 ISCHIA DR Mandalay Bay 951.96
188-0-032-125 4020 ISCHIA DR Mandalay Bay 725.30
188-0-032-135 4024 ISCHIA DR Mandalay Bay 725.30
188-0-032-145 4030 ISCHIA DR Mandalay Bay 679.98
188-0-032-155 4034 ISCHIA DR Mandalay Bay 679.98
188-0-032-165 4040 ISCHIA DR Mandalay Bay 679.98
188-0-032-175 4044 ISCHIA DR Mandalay Bay 725.30
188-0-033-015 2400 PENINSULA RD Mandalay Bay 634.64
188-0-033-025 2410 PENINSULA RD Mandalay Bay 634.64
188-0-033-035 2420 PENINSULA RD Mandalay Bay 634.64
188-0-033-045 2430 PENINSULA RD Mandalay Bay 679.98
188-0-033-055 2440 PENINSULA RD Mandalay Bay 679.98
188-0-033-065 2500 PENINSULA RD Mandalay Bay 679.98
188-0-033-075 2510 PENINSULA RD Mandalay Bay 679.98
188-0-033-085 2520 S PENINSULA RD Mandalay Bay 679.98
188-0-033-095 4047 NICE CT Mandalay Bay 679.98
188-0-034-015 2331 S PENINSULA RD Mandalay Bay 702.64
188-0-034-025 2341 S PENINSULA RD Mandalay Bay 702.64
188-0-034-035 2355 PENINSULA RD Mandalay Bay 702.64
188-0-034-045 2401 PENINSULA RD Mandalay Bay 702.64
188-0-034-055 2411 PENINSULA RD Mandalay Bay 702.64
188-0-034-065 2421 PENINSULA RD Mandalay Bay 725.30
188-0-034-075 2431 PENINSULA RD Mandalay Bay 725.30
188-0-034-085 2441 PENINSULA RD Mandalay Bay 747.98
188-0-034-095 2501 PENINSULA RD Mandalay Bay 725.30
188-0-034-105 2511 PENINSULA RD Mandalay Bay 725.30
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 4 of 21 05/15/2026 01:53:04PM 180
City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-034-115 2521 S PENINSULA RD Mandalay Bay 702.64
188-0-034-125 2525 S PENINSULA DR Mandalay Bay 770.64
188-0-035-015 4101 W CHANNEL ISLANDS BLVD Mandalay Bay 453.32 188-0-035-025 4105 W CHANNEL ISLANDS BLVD Mandalay Bay 453.32 188-0-035-035 4111 W CHANNEL ISLANDS BLVD Mandalay Bay 453.32 188-0-035-055 4121 W CHANNEL ISLANDS BLVD Mandalay Bay 453.32 188-0-035-065 4125 W CHANNEL ISLANDS BLVD Mandalay Bay 453.32 188-0-035-075 4131 W CHANNEL ISLANDS BLVD Mandalay Bay 453.32 188-0-035-085 4135 W CHANNEL ISLANDS BLVD Mandalay Bay 453.32 188-0-035-095 4141 W CHANNEL ISLANDS BLVD Mandalay Bay 521.32 188-0-036-015 4041 NICE CT Mandalay Bay 725.30
188-0-036-025 4035 NICE CT Mandalay Bay 679.98
188-0-036-035 Mandalay Bay 679.98
188-0-036-045 Mandalay Bay 702.64
188-0-036-055 4021 NICE CT Mandalay Bay 725.30
188-0-036-065 4015 NICE CT Mandalay Bay 951.96
188-0-036-075 4005 NICE CT Mandalay Bay 725.30
188-0-036-085 4000 NICE CT Mandalay Bay 725.30
188-0-036-095 4010 NICE CT Mandalay Bay 725.30
188-0-036-105 Mandalay Bay 294.66
188-0-036-115 Mandalay Bay 657.32
188-0-036-125 4020 W NICE CT Mandalay Bay 362.66
188-0-036-135 4020 W NICE CT Mandalay Bay 362.66
188-0-036-145 4024 NICE CT Mandalay Bay 339.98
188-0-036-155 4024 NICE CT Mandalay Bay 362.66
188-0-036-165 4030 NICE CT Mandalay Bay 362.66
188-0-036-175 Mandalay Bay 362.66
188-0-037-015 2540 PENINSULA RD Mandalay Bay 566.64
188-0-037-025 2540 PENINSULA RD Mandalay Bay 136.00
188-0-037-035 2544 PENINSULA RD Mandalay Bay 702.64
188-0-037-045 2550 PENINSULA RD Mandalay Bay 702.64
188-0-037-055 2560 PENINSULA RD Mandalay Bay 702.64
188-0-041-015 2000 PENINSULA RD Mandalay Bay 634.64
188-0-041-025 4050 W HEMLOCK ST Mandalay Bay 634.64
188-0-041-035 4040 W HEMLOCK ST Mandalay Bay 634.64
188-0-041-045 4030 W HEMLOCK ST Mandalay Bay 679.98
188-0-041-055 4020 W HEMLOCK ST Mandalay Bay 679.98
188-0-041-065 4010 W HEMLOCK ST Mandalay Bay 634.64
188-0-041-075 4004 W HEMLOCK DR Mandalay Bay 634.64
188-0-041-085 4000 W HEMLOCK ST Mandalay Bay 634.64
188-0-042-015 3966 W HEMLOCK ST Mandalay Bay 634.64
188-0-042-025 3960 W HEMLOCK ST Mandalay Bay 634.64
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 5 of 21 05/15/2026 01:53:04PM 181
City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-042-035 3950 W HEMLOCK ST Mandalay Bay 634.64
188-0-042-045 3940 W HEMLOCK ST Mandalay Bay 679.98
188-0-043-015 2015 S RAVOLI DR Mandalay Bay 725.30
188-0-043-025 2025 RAVOLI DR Mandalay Bay 679.98
188-0-043-035 2035 S RAVOLI DR Mandalay Bay 679.98
188-0-043-045 2045 RAVOLI DR Mandalay Bay 679.98
188-0-043-055 2101 RAVOLI DR Mandalay Bay 679.98
188-0-043-065 2111 RAVOLI DR Mandalay Bay 679.98
188-0-043-075 2121 S RAVOLI DR Mandalay Bay 725.30
188-0-043-085 2131 RAVOLI DR Mandalay Bay 1,019.96
188-0-043-095 2135 RAVOLI DR Mandalay Bay 793.30
188-0-043-105 2141 RAVOLI DR Mandalay Bay 793.30
188-0-043-115 2150 RAVOLI DR Mandalay Bay 793.30
188-0-043-125 2140 RAVOLI DR Mandalay Bay 815.98
188-0-043-135 2130 RAVOLI DR Mandalay Bay 1,019.96
188-0-043-145 2120 Mandalay Bay 725.30
188-0-043-155 2110 RAVOLI DR Mandalay Bay 679.98
188-0-043-165 Mandalay Bay 679.98
188-0-043-175 Mandalay Bay 679.98
188-0-043-185 2034 RAVOLI DR Mandalay Bay 679.98
188-0-043-195 2024 S RAVOLI DR Mandalay Bay 679.98
188-0-043-205 2014 S RAVOLI DR Mandalay Bay 725.30
188-0-044-015 2014 PENINSULA RD Mandalay Bay 725.30
188-0-044-025 2024 PENINSULA RD Mandalay Bay 679.98
188-0-044-035 2034 PENINSULA RD Mandalay Bay 679.98
188-0-044-045 2044 PENINSULA RD Mandalay Bay 679.98
188-0-044-055 2100 PENINSULA RD Mandalay Bay 679.98
188-0-044-065 2110 PENINSULA RD Mandalay Bay 679.98
188-0-044-075 2120 PENINSULA RD Mandalay Bay 725.30
188-0-044-085 2130 PENINSULA RD Mandalay Bay 1,019.96
188-0-044-095 2140 PENINSULA RD Mandalay Bay 725.30
188-0-044-105 2150 PENINSULA RD Mandalay Bay 725.30
188-0-044-115 2155 PENINSULA RD Mandalay Bay 725.30
188-0-044-125 2141 PENINSULA RD Mandalay Bay 725.30
188-0-044-135 2141 PENINSULA RD Mandalay Bay 1,019.96
188-0-044-145 Mandalay Bay 770.64
188-0-044-155 2111 S PENINSULA RD Mandalay Bay 702.64
188-0-044-165 2101 PENINSULA RD Mandalay Bay 702.64
188-0-044-175 2061 PENINSULA RD Mandalay Bay 702.64
188-0-044-185 2051 PENINSULA RD Mandalay Bay 702.64
188-0-044-195 2041 PENINSULA RD Mandalay Bay 702.64
188-0-044-205 2031 PENINSULA RD Mandalay Bay 725.30
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 6 of 21 05/15/2026 01:53:04PM 182
City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-044-215 2021 PENINSULA RD Mandalay Bay 634.64
188-0-044-225 2011 PENINSULA RD Mandalay Bay 634.64
188-0-044-235 Mandalay Bay 634.64
188-0-045-015 4101 W ROMANY DR Mandalay Bay 725.30
188-0-045-025 4065 W ROMANY DR Mandalay Bay 725.30
188-0-045-035 4061 ROMANY DR Mandalay Bay 725.30
188-0-045-045 4051 ROMANY DR Mandalay Bay 725.30
188-0-045-055 4045 ROMANY DR Mandalay Bay 747.98
188-0-045-065 4041 ROMANY DR Mandalay Bay 725.30
188-0-045-075 4035 ROMANY DR Mandalay Bay 725.30
188-0-045-085 4031 ROMANY DR Mandalay Bay 725.30
188-0-045-095 Mandalay Bay 838.64
188-0-045-105 4021 ROMANY DR Mandalay Bay 1,019.96
188-0-045-115 4011 ROMANY DR Mandalay Bay 725.30
188-0-045-125 4005 ROMANY DR Mandalay Bay 725.30
188-0-045-135 4000 ROMANY DR Mandalay Bay 747.98
188-0-045-145 4010 W ROMANY DR Mandalay Bay 725.30
188-0-045-155 4020 ROMANY DR Mandalay Bay 951.96
188-0-045-165 4024 ROMANY DR Mandalay Bay 725.30
188-0-045-175 4030 ROMANY DR Mandalay Bay 679.98
188-0-045-185 4034 W ROMANY DR Mandalay Bay 679.98
188-0-045-195 4040 ROMANY Mandalay Bay 679.98
188-0-045-205 4044 ROMANY DR Mandalay Bay 725.30
188-0-045-215 Mandalay Bay 725.30
188-0-045-225 4111 ROMANY DR Mandalay Bay 725.30
188-0-045-235 4121 ROMANY DR Mandalay Bay 725.30
188-0-045-245 4131 ROMANY DR Mandalay Bay 725.30
188-0-045-255 4141 ROMANY DR Mandalay Bay 747.98
188-0-045-265 4151 ROMANY DR Mandalay Bay 747.98
188-0-046-015 2230 PENINSULA RD Mandalay Bay 634.64
188-0-046-025 Mandalay Bay 634.64
188-0-046-035 2250 PENINSULA Mandalay Bay 634.64
188-0-046-045 2300 S PENINSULA RD Mandalay Bay 679.98
188-0-047-015 2231 PENINSULA RD Mandalay Bay 725.30
188-0-047-025 2241 PENINSULA RD Mandalay Bay 702.64
188-0-047-035 2251 PENINSULA RD Mandalay Bay 702.64
188-0-047-045 2301 PENINSULA RD Mandalay Bay 702.64
188-0-047-055 2311 PENINSULA RD Mandalay Bay 702.64
188-0-047-065 2321 PENINSULA RD Mandalay Bay 702.64
188-0-051-015 2000 KINGSBRIDGE WAY Mandalay Bay 498.64
188-0-051-025 2010 KINGSBRIDGE WAY Mandalay Bay 453.32
188-0-051-035 2020 KINGSBRIDGE WAY Mandalay Bay 453.32
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 7 of 21 05/15/2026 01:53:04PM 183
City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-051-045 2030 KINGSBRIDGE WAY Mandalay Bay 453.32
188-0-051-055 2040 KINGSBRIDGE WAY Mandalay Bay 453.32
188-0-051-065 2050 KINGSBRIDGE WAY Mandalay Bay 498.64
188-0-051-085 2100 KINGSBRIDGE WAY Mandalay Bay 498.64
188-0-051-095 2110 KINGSBRIDGE WAY Mandalay Bay 453.32
188-0-051-105 2120 KINGSBRIDGE WAY Mandalay Bay 453.32
188-0-051-115 2130 KINGSBRIDGE WAY Mandalay Bay 453.32
188-0-051-125 2140 KINGSBRIDGE WAY Mandalay Bay 453.32
188-0-051-135 2144 KINGSBRIDGE WAY Mandalay Bay 498.64
188-0-052-015 2005 JAMESTOWN WAY Mandalay Bay 498.64
188-0-052-025 2011 JAMESTOWN WAY Mandalay Bay 453.32
188-0-052-035 2015 JAMESTOWN WAY Mandalay Bay 453.32
188-0-052-045 2021 JAMESTOWN WAY Mandalay Bay 453.32
188-0-052-055 2025 JAMESTOWN WAY Mandalay Bay 453.32
188-0-052-065 2031 JAMESTOWN WAY Mandalay Bay 498.64
188-0-052-085 2041 JAMESTOWN WAY Mandalay Bay 498.64
188-0-052-095 2045 JAMESTOWN WAY Mandalay Bay 453.32
188-0-052-105 2051 JAMESTOWN WAY Mandalay Bay 453.32
188-0-052-115 2055 JAMESTOWN WAY Mandalay Bay 453.32
188-0-052-125 2061 JAMESTOWN WAY Mandalay Bay 498.64
188-0-052-145 2101 JAMESTOWN WAY Mandalay Bay 498.64
188-0-052-155 2111 JAMESTOWN WAY Mandalay Bay 453.32
188-0-052-165 2121 JAMESTOWN WAY Mandalay Bay 453.32
188-0-052-175 2131 JAMESTOWN WAY Mandalay Bay 453.32
188-0-052-185 2141 JAMESTOWN WAY Mandalay Bay 498.64
188-0-053-015 2000 JAMESTOWN WAY Mandalay Bay 453.32
188-0-053-025 2004 JAMESTOWN WAY Mandalay Bay 453.32
188-0-053-035 2010 JAMESTOWN WAY Mandalay Bay 453.32
188-0-053-045 2014 JAMESTOWN WAY Mandalay Bay 453.32
188-0-053-055 2020 JAMESTOWN WAY Mandalay Bay 453.32
188-0-053-065 2024 JAMESTOWN WAY Mandalay Bay 498.64
188-0-053-085 2034 JAMESTOWN WAY Mandalay Bay 498.64
188-0-053-095 2040 JAMESTOWN WAY Mandalay Bay 453.32
188-0-053-105 2044 JAMESTOWN WAY Mandalay Bay 453.32
188-0-053-115 2050 JAMESTOWN WAY Mandalay Bay 453.32
188-0-053-125 2054 JAMESTOWN WAY Mandalay Bay 453.32
188-0-053-135 2060 JAMESTOWN WAY Mandalay Bay 498.64
188-0-053-155 2100 JAMESTOWN WAY Mandalay Bay 498.64
188-0-053-165 2110 JAMESTOWN WAY Mandalay Bay 453.32
188-0-053-175 2120 JAMESTOWN WAY Mandalay Bay 453.32
188-0-053-185 2130 JAMESTOWN WAY Mandalay Bay 453.32
188-0-053-195 2140 JAMESTOWN WAY Mandalay Bay 453.32
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 8 of 21 05/15/2026 01:53:04PM 184
City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-053-205 2144 JAMESTOWN WAY Mandalay Bay 566.64
188-0-054-115 4150 W HEMLOCK ST Mandalay Bay 725.30
188-0-054-125 2000 S GREENCASTLE WAY Mandalay Bay 634.64 188-0-054-135 4210 W HEMLOCK ST Mandalay Bay 634.64
188-0-054-145 4200 W HEMLOCK ST Mandalay Bay 634.64
188-0-054-155 4144 W HEMLOCK ST Mandalay Bay 725.30
188-0-054-165 Mandalay Bay 702.64
188-0-054-175 4132 W HEMLOCK ST Mandalay Bay 770.64
188-0-055-015 2001 GREENCASTLE WAY Mandalay Bay 815.98
188-0-055-045 2021 S GREENCASTLE WAY Mandalay Bay 815.98 188-0-055-055 120 GREENCASTLE WAY Mandalay Bay 815.98
188-0-055-065 2041 GREENCASTLE Mandalay Bay 815.98
188-0-055-075 2051 GREEN CASTLE WAY Mandalay Bay 838.64 188-0-055-085 2061 GREENCASTLE WAY Mandalay Bay 838.64
188-0-055-095 2065 GREENCASTLE WAY Mandalay Bay 838.64
188-0-055-145 2145 GREENCASTLE WAY Mandalay Bay 815.98
188-0-055-155 2155 GREENCASTLE WAY Mandalay Bay 815.98
188-0-055-165 2150 GREENCASTLE WAY Mandalay Bay 815.98
188-0-055-175 2144 GREENCASTLE WAY Mandalay Bay 1,042.64 188-0-055-185 2140 GREENCASTLE WAY Mandalay Bay 793.30
188-0-055-195 2130 GREENCASTLE WAY Mandalay Bay 747.98
188-0-055-205 2120 GREENCASTLE WAY Mandalay Bay 725.30
188-0-055-215 2110 GREEN CASTLE WAY Mandalay Bay 725.30 188-0-055-225 2100 GREENCASTLE WAY Mandalay Bay 725.30
188-0-055-235 2060 GREENCASTLE WAY Mandalay Bay 770.64
188-0-055-245 2135 GREENCASTLE WAY Mandalay Bay 1,586.62 188-0-055-255 2005 GREENCASTLE WAY Mandalay Bay 1,631.96 188-0-055-265 Mandalay Bay 1,677.28
188-0-056-015 2151 JAMESTOWN WAY Mandalay Bay 589.32
188-0-056-025 2155 JAMESTOWN WAY Mandalay Bay 453.32
188-0-056-035 2161 JAMESTOWN WAY Mandalay Bay 453.32
188-0-056-045 2167 JAMESTOWN WAY Mandalay Bay 543.98
188-0-056-055 2164 JAMESTOWN WAY Mandalay Bay 543.98
188-0-056-065 2160 JAMESTOWN WAY Mandalay Bay 453.32
188-0-056-075 2154 JAMESTOWN WAY Mandalay Bay 453.32
188-0-056-085 2150 JAMESTOWN WAY Mandalay Bay 657.32
188-0-057-015 2164 KINGSBRIDGE WAY Mandalay Bay 475.98
188-0-057-025 2160 KINGSBRIDGE WAY Mandalay Bay 453.32
188-0-057-035 2154 KINGSBRIDGE WAY Mandalay Bay 453.32
188-0-057-045 2150 KINGSBRIDGE WAY Mandalay Bay 589.32
188-0-061-015 2200 KINGSBRIDGE LN Mandalay Bay 475.98
188-0-061-025 2204 KINGSBRIDGE LN Mandalay Bay 453.32
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 9 of 21 05/15/2026 01:53:04PM 185
City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-061-035 2210 KINGSBRIDGE LN Mandalay Bay 453.32
188-0-061-045 2214 KINGSBRIDGE LN Mandalay Bay 589.32
188-0-062-015 2221 JAMESTOWN LN Mandalay Bay 589.32
188-0-062-025 2215 JAMESTOWN LN Mandalay Bay 453.32
188-0-062-035 2211 JAMESTOWN LN Mandalay Bay 453.22
188-0-062-045 2205 JAMESTOWN LN Mandalay Bay 543.98
188-0-062-055 2200 JAMESTOWN LN Mandalay Bay 543.98
188-0-062-065 2204 JAMESTOWN LN Mandalay Bay 453.32
188-0-062-075 2210 JAMESTOWN LN Mandalay Bay 453.32
188-0-062-085 2214 JAMESTOWN LN Mandalay Bay 634.64
188-0-063-015 2230 GREENCASTLE LN Mandalay Bay 725.30
188-0-063-025 2240 GREENCASTLE LN Mandalay Bay 702.64
188-0-063-035 2250 GREENCASTLE LN Mandalay Bay 702.64
188-0-063-045 2300 GREENCASTLE LN Mandalay Bay 725.30
188-0-063-055 2310 GREENCASTLE LN Mandalay Bay 702.64
188-0-063-065 2320 GREENCASTLE LN Mandalay Bay 702.64
188-0-063-075 2324 GREENCASTLE LN Mandalay Bay 725.30
188-0-063-085 2330 GREENCASTLE WAY Mandalay Bay 702.64
188-0-063-095 2346 GREENCASTLE LN Mandalay Bay 725.30
188-0-063-105 2350 S GREENCASTLE LN Mandalay Bay 770.64 188-0-063-115 2354 S GREENCASTLE LN Mandalay Bay 1,019.96 188-0-063-125 2360 S GREENCASTLE LN Mandalay Bay 793.30 188-0-063-135 2365 GREENCASTLE LN Mandalay Bay 815.98
188-0-063-145 2361 GREENCASTLE CT Mandalay Bay 793.30
188-0-063-155 2355 GREENCASTLE LN Mandalay Bay 1,110.62 188-0-063-165 2351 GREENCASTLE LN Mandalay Bay 929.30
188-0-063-175 Mandalay Bay 861.30
188-0-063-185 2331 GREENCASTLE LN Mandalay Bay 815.98
188-0-063-195 2325 GREENCASTLE LN Mandalay Bay 815.98
188-0-063-205 2321 GREEN CASTLE LN Mandalay Bay 815.98
188-0-063-215 2311 GREENCASTLE LN Mandalay Bay 815.98
188-0-063-225 2301 GREENCASTLE LN Mandalay Bay 815.98
188-0-063-235 2251 GREENCASTLE LN Mandalay Bay 815.98
188-0-063-245 2241 GREENCASTLE LN Mandalay Bay 815.98
188-0-063-255 2231 GREENCASTLE LN Mandalay Bay 815.98
188-0-063-265 2221 GREENCASTLE LN Mandalay Bay 815.98
188-0-063-275 4221 ROMANY Mandalay Bay 815.98
188-0-063-285 4215 ROMANY DR Mandalay Bay 1,133.30
188-0-063-295 4211 ROMANY DR Mandalay Bay 861.30
188-0-063-305 4205 ROMANY DR Mandalay Bay 747.98
188-0-063-315 4201 ROMANY DR Mandalay Bay 725.30
188-0-064-015 2230 JAMESTOWN LN Mandalay Bay 815.98
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 10 of 21 05/15/2026 01:53:04PM 186
City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-064-025 2240 JAMESTOWN LN Mandalay Bay 838.64
188-0-064-035 2250 JAMESTOWN LN Mandalay Bay 838.64
188-0-064-045 2260 JAMESTOWN LN Mandalay Bay 838.64
188-0-064-055 2310 JAMESTOWN LN Mandalay Bay 838.64
188-0-064-065 2320 JAMESTOWN LN Mandalay Bay 815.98
188-0-064-075 2330 JAMESTOWN LN Mandalay Bay 838.64
188-0-065-015 2231 JAMESTOWN LN Mandalay Bay 498.64
188-0-065-025 2235 JAMESTOWN LN Mandalay Bay 453.32
188-0-065-035 2241 JAMESTOWN LN Mandalay Bay 453.32
188-0-065-045 2251 JAMESTOWN LN Mandalay Bay 453.32
188-0-065-055 2255 JAMESTOWN LN Mandalay Bay 453.32
188-0-065-075 2301 JAMESTOWN LN Mandalay Bay 453.32
188-0-065-085 2311 JAMESTOWN LN Mandalay Bay 453.32
188-0-065-095 2315 JAMESTOWN LN Mandalay Bay 453.32
188-0-065-105 2325 JAMESTOWN LN Mandalay Bay 453.32
188-0-065-115 2335 JAMESTOWN LN Mandalay Bay 475.98
188-0-066-015 4400 MERIDIAN AVE Mandalay Bay 453.32
188-0-066-025 4354 MERIDIAN AVE Mandalay Bay 453.32
188-0-066-035 4350 MERIDIAN AVE Mandalay Bay 453.32
188-0-066-045 4344 MERIDIAN AVE Mandalay Bay 453.32
188-0-066-055 4340 MERIDIAN AVE Mandalay Bay 498.64
188-0-066-075 4334 MERIDIAN AVE Mandalay Bay 498.64
188-0-066-085 4330 MERIDIAN AVE Mandalay Bay 453.32
188-0-066-095 4324 MERIDIAN AVE Mandalay Bay 453.32
188-0-066-105 4320 MERIDIAN AVE Mandalay Bay 453.32
188-0-066-115 4314 MERIDIAN AVE Mandalay Bay 453.32
188-0-066-125 4310 MERIDIAN AVE Mandalay Bay 498.64
188-0-066-145 4304 MERIDIAN AVE Mandalay Bay 498.64
188-0-066-155 4300 MERIDIAN AVE Mandalay Bay 453.32
188-0-066-165 4254 MERIDIAN AVE Mandalay Bay 453.32
188-0-066-175 4250 MERIDIAN AVE Mandalay Bay 453.32
188-0-066-185 4244 MERIDIAN AVE Mandalay Bay 453.32
188-0-066-195 4240 MERIDIAN AVE Mandalay Bay 634.64
188-0-067-015 2230 KINGSBRIDGE LN Mandalay Bay 498.64
188-0-067-025 2234 KINGSBRIDGE LN Mandalay Bay 453.32
188-0-067-035 2240 KINGSBRIDGE LN Mandalay Bay 453.32
188-0-067-045 2250 KINGSBRIDGE LN Mandalay Bay 453.32
188-0-067-055 2260 KINGSBRIDGE LN Mandalay Bay 498.64
188-0-067-075 2300 KINGSBRIDGE LN Mandalay Bay 498.64
188-0-067-085 2310 KINGSBRIDGE LN Mandalay Bay 453.32
188-0-067-095 2320 KINGSBRIDGE LN Mandalay Bay 453.32
188-0-067-105 2330 KINGSBRIDGE LN Mandalay Bay 453.32
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 11 of 21 05/15/2026 01:53:04PM 187
City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-067-115 2340 KINGSBRIDGE LN Mandalay Bay 498.64
188-0-071-015 2421 OLDHAM CIR Mandalay Bay 498.64
188-0-071-025 2425 OLDHAM CIR Mandalay Bay 453.32
188-0-071-035 2431 OLDHAM CIR Mandalay Bay 453.32
188-0-071-045 2435 OLD HAM CIR Mandalay Bay 498.64
188-0-071-065 2441 OLDHAM CIR Mandalay Bay 498.64
188-0-071-075 2445 OLDHAM CIR Mandalay Bay 453.32
188-0-071-085 2450 OLDHAM CIR Mandalay Bay 453.32
188-0-071-095 2454 OLDHAM CIR Mandalay Bay 453.32
188-0-071-105 2460 OLDHAM CIR Mandalay Bay 453.32
188-0-071-115 2464 OLDHAM CIR Mandalay Bay 589.32
188-0-072-015 2461 JAMESTOWN CT Mandalay Bay 589.32
188-0-072-025 2455 JAMESTOWN CT Mandalay Bay 453.32
188-0-072-035 2451 JAMESTOWN CT Mandalay Bay 453.32
188-0-072-045 2445 JAMESTOWN CT Mandalay Bay 543.98
188-0-072-055 2440 JAMESTOWN CT Mandalay Bay 543.98
188-0-072-065 2444 JAMESTOWN CT Mandalay Bay 453.32
188-0-072-075 2450 JAMES TOWN CT Mandalay Bay 453.32
188-0-072-085 2454 JAMESTOWN CT Mandalay Bay 634.64
188-0-073-011 2521 GREENCASTLE CT Mandalay Bay 317.32
188-0-073-012 2521 GREENCASTLE CT Mandalay Bay 317.32
188-0-073-021 2515 GREENCASTLE CT Mandalay Bay 226.66
188-0-073-022 2515 GREENCASTLE CT Mandalay Bay 222.66
188-0-073-035 2511 GREENCASTLE CT Mandalay Bay 453.32
188-0-073-045 2505 GREENCASTLE CT Mandalay Bay 543.98
188-0-073-055 2500 GREENCASTLE CT Mandalay Bay 543.98
188-0-073-065 2504 GREENCASTLE CT Mandalay Bay 453.32
188-0-073-075 2510 GREENCASTLE CT Mandalay Bay 453.32
188-0-073-085 2514 GREENCASTLE CT Mandalay Bay 589.32
188-0-074-011 2530 GREENCASTLE CT Mandalay Bay 249.32
188-0-074-012 2530 GREENCASTLE CT Mandalay Bay 249.32
188-0-074-025 2540 GREENCASTLE CT Mandalay Bay 453.32
188-0-074-035 2550 GREEN CASTLE CT Mandalay Bay 453.32
188-0-074-045 2560 GREENCASTLE CT Mandalay Bay 498.64
188-0-075-015 2531 GREENCASTLE CT Mandalay Bay 543.98
188-0-075-025 2541 GREENCASTLE CT Mandalay Bay 498.64
188-0-075-035 2551 GREENCASTLE CT Mandalay Bay 498.64
188-0-075-045 2561 GREENCASTLE CT Mandalay Bay 498.64
188-0-075-055 2565 GREENCASTLE CT Mandalay Bay 543.98
188-0-076-015 2500 JAMESTOWN CT Mandalay Bay 543.98
188-0-076-025 2504 JAMESTOWN CT Mandalay Bay 498.64
188-0-076-035 2510 JAMESTOWN CT Mandalay Bay 498.64
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 12 of 21 05/15/2026 01:53:04PM 188
City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-076-045 2520 JAMESTOWN CT Mandalay Bay 543.98
188-0-076-065 2540 JAMESTOWN CT Mandalay Bay 543.98
188-0-076-075 2550 JAMESTOWN CT Mandalay Bay 498.64
188-0-076-085 2560 JAMESTOWN CT Mandalay Bay 498.64
188-0-076-095 2564 JAMESTOWN CT Mandalay Bay 543.98
188-0-077-015 2501 JAMESTOWN CT Mandalay Bay 498.64
188-0-077-025 2505 JAMESTOWN CT Mandalay Bay 453.32
188-0-077-035 2511 JAMESTOWN CT Mandalay Bay 453.32
188-0-077-045 2521 JAMESTOWN CT Mandalay Bay 498.64
188-0-077-065 2541 JAMESTOWN CT Mandalay Bay 498.64
188-0-077-075 2551 JAMES TOWN CT Mandalay Bay 453.32
188-0-077-085 2561 JAMESTOWN CT Mandalay Bay 498.64
188-0-078-015 2500 OLDHAM CIR Mandalay Bay 498.64
188-0-078-025 2510 OLDHAM CIR Mandalay Bay 453.32
188-0-078-035 2520 OLDHAM CIR Mandalay Bay 453.32
188-0-078-045 2530 OLDHAM CIR Mandalay Bay 453.32
188-0-078-055 2540 OLDHAM CIR Mandalay Bay 453.32
188-0-078-065 2550 OLDHAM CIR Mandalay Bay 543.98
188-0-081-015 4460 MERIDIAN WAY Mandalay Bay 498.64
188-0-081-025 4450 MERIDIAN WAY Mandalay Bay 453.32
188-0-081-035 4440 MERIDIAN WAY Mandalay Bay 453.32
188-0-081-045 4430 MERIDIAN WAY Mandalay Bay 453.32
188-0-081-055 4420 MERIDIAN AVE Mandalay Bay 453.32
188-0-081-065 4414 MERIDIAN WAY Mandalay Bay 498.64
188-0-081-085 4404 MERIDIAN WAY Mandalay Bay 498.64
188-0-082-015 4461 MERIDIAN WAY Mandalay Bay 498.64
188-0-082-025 4445 MERIDIAN AVE Mandalay Bay 453.32
188-0-082-035 4431 MERIDIAN WAY Mandalay Bay 566.64
188-0-083-015 2240 HARBOR BLVD Mandalay Bay 566.64
188-0-083-025 2250 S HARBOR BLVD Mandalay Bay 453.32
188-0-083-035 2260 HARBOR BLVD Mandalay Bay 453.32
188-0-083-045 2300 S HARBOR BLVD Mandalay Bay 453.32
188-0-083-055 2310 S HARBOR BLVD Mandalay Bay 566.64
188-0-084-015 4544 LYME BAY Mandalay Bay 543.98
188-0-084-025 4540 LYME BAY Mandalay Bay 453.32
188-0-084-035 4534 LYME BAY Mandalay Bay 453.32
188-0-084-045 4530 LYME BAY Mandalay Bay 498.64
188-0-085-015 4525 LYME BAY Mandalay Bay 589.32
188-0-085-025 4521 LYME BAY Mandalay Bay 453.32
188-0-085-035 4511 LYME BAY Mandalay Bay 453.32
188-0-085-045 4505 LYME BAY Mandalay Bay 475.98
188-0-085-055 4500 LYME BAY Mandalay Bay 475.98
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 13 of 21 05/15/2026 01:53:04PM 189
City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-085-065 4510 LYME BAY Mandalay Bay 453.32
188-0-085-075 4514 LYME BAY Mandalay Bay 453.32
188-0-085-085 4520 LYME BAY Mandalay Bay 589.32
188-0-086-015 4545 LYME BAY Mandalay Bay 498.64
188-0-086-025 4541 LYME BAY Mandalay Bay 453.32
188-0-086-035 4535 LYME BAY Mandalay Bay 453.32
188-0-086-045 4531 LYME BAY Mandalay Bay 498.64
188-0-087-015 4560 N COSTA DE ORO AVE Mandalay Bay 498.64 188-0-087-025 4554 COSTA DE ORO Mandalay Bay 453.32
188-0-087-035 4550 COSTA DE ORO AVE Mandalay Bay 453.32 188-0-087-045 4544 COSTA DE ORO AVE Mandalay Bay 498.64 188-0-087-065 4540 COSTA DE ORO Mandalay Bay 498.64
188-0-087-075 4536 COSTA DE ORO Mandalay Bay 453.32
188-0-087-085 4532 COSTA DE ORO AVE Mandalay Bay 453.32 188-0-087-095 4528 COSTA DE ORO AVE Mandalay Bay 566.64 188-0-088-015 2001 KINGSBRIDGE WAY Mandalay Bay 498.64
188-0-088-025 2005 KINGS BRIDGE WAY Mandalay Bay 453.32 188-0-088-035 2011 KINGSBRIDGE WAY Mandalay Bay 453.32
188-0-088-045 2021 KINGSBRIDGE WAY Mandalay Bay 453.32
188-0-088-055 2031 KINGSBRIDGE WAY Mandalay Bay 453.32
188-0-088-065 2041 KINGSBRIDGE WAY Mandalay Bay 498.64
188-0-088-085 2101 KINGSBRIDGE WAY Mandalay Bay 498.64
188-0-088-095 2105 KINGSBRIDGE WAY Mandalay Bay 453.32
188-0-088-105 2111 KINGSBRIDGE WAY Mandalay Bay 453.32
188-0-088-115 2121 KINGSBRIDGE WAY Mandalay Bay 453.32
188-0-088-125 2131 KINGSBRIDGE WAY Mandalay Bay 498.64
188-0-088-135 2141 KINGSBRIDGE WAY Mandalay Bay 589.32
188-0-088-145 2145 KINGSBRIDGE WAY Mandalay Bay 453.32
188-0-088-155 2151 KINGSBRIDGE WAY Mandalay Bay 453.32
188-0-088-165 2155 KINGSBRIDGE WAY Mandalay Bay 475.98
188-0-089-015 2205 KINGSBRIDGE LN Mandalay Bay 475.98
188-0-089-025 2211 KINGSBRIDGE LN Mandalay Bay 453.32
188-0-089-035 2215 KINGSBRIDGE LN Mandalay Bay 453.32
188-0-089-045 2221 KINGSBRIDGE LN Mandalay Bay 589.32
188-0-089-055 2231 KINGSBRIDGE LN Mandalay Bay 498.64
188-0-089-065 2241 KINGSBRIDGE LN Mandalay Bay 453.32
188-0-089-075 2251 KINGSBRIDGE LN Mandalay Bay 498.64
188-0-089-095 2301 KINGSBRIDGE LN Mandalay Bay 498.64
188-0-089-105 2311 KINGSBRIDGE LN Mandalay Bay 453.32
188-0-089-115 2325 KINGSBRIDGE LN Mandalay Bay 453.32
188-0-089-125 2341 KINGSBRIDGE LN Mandalay Bay 498.64
188-0-091-015 4640 EASTBOURNE BAY Mandalay Bay 453.32
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 14 of 21 05/15/2026 01:53:04PM 190
City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-091-025 4630 EASTBOURNE BAY Mandalay Bay 453.32
188-0-091-035 4624 EASTBOURNE BAY Mandalay Bay 453.32
188-0-091-045 4620 EASTBOURNE BAY Mandalay Bay 453.32
188-0-091-065 4614 EASTBOURNE BAY Mandalay Bay 453.32
188-0-091-075 4610 EASTBOURNE BAY Mandalay Bay 453.32
188-0-091-085 4604 EASTBOURNE BAY Mandalay Bay 453.32
188-0-091-095 4600 EASTBOURNE BAY Mandalay Bay 453.32
188-0-091-115 4570 EASTBOURNE BAY Mandalay Bay 453.32
188-0-091-125 4566 EASTBOURNE BAY Mandalay Bay 453.32
188-0-091-135 4562 EASTBOURNE BAY Mandalay Bay 453.32
188-0-091-145 4558 E BOURNE BAY Mandalay Bay 453.32
188-0-091-155 4554 EASTBOURNE BAY Mandalay Bay 453.32
188-0-091-165 4550 EASTBOURNE BAY Mandalay Bay 453.32
188-0-091-185 4544 EASTBOURNE BAY Mandalay Bay 453.32
188-0-091-195 4540 EASTBOURNE BAY Mandalay Bay 453.32
188-0-091-205 4625 FALKIRK BAY Mandalay Bay 453.32
188-0-091-215 4621 FALKIRK BAY Mandalay Bay 453.32
188-0-091-225 4615 FALKIRK BAY Mandalay Bay 453.32
188-0-091-235 4611 FALKIRK BAY Mandalay Bay 453.32
188-0-091-245 4605 FALKIRK BAY Mandalay Bay 453.32
188-0-091-255 4601 FALKIRK BAY Mandalay Bay 453.32
188-0-091-275 4575 FALKIRK BAY Mandalay Bay 453.32
188-0-091-285 4571 FALKIRK BAY Mandalay Bay 453.32
188-0-091-295 4565 FALKIRK BAY Mandalay Bay 453.32
188-0-091-305 4561 FALKIRK BAY Mandalay Bay 453.32
188-0-091-315 4555 FALKIRK BAY Mandalay Bay 453.32
188-0-091-325 4551 FALKIRK BAY Mandalay Bay 453.32
188-0-091-345 4541 FALKIRK BAY Mandalay Bay 453.32
188-0-091-355 4535 FALKIRK BAY Mandalay Bay 453.32
188-0-091-365 4531 FALKIRK BAY Mandalay Bay 453.32
188-0-091-375 4525 FALKIRK BAY Mandalay Bay 453.32
188-0-091-395 4521 FALKIRK BAY Mandalay Bay 453.32
188-0-092-015 4624 FALKIRK BAY Mandalay Bay 453.32
188-0-092-025 4620 FALKIRK BAY Mandalay Bay 453.32
188-0-092-035 4616 FALKIRK BAY Mandalay Bay 453.32
188-0-092-045 4612 FALKIRK BAY Mandalay Bay 453.32
188-0-092-055 4608 FALKIRK BAY Mandalay Bay 453.32
188-0-092-065 4604 FALKIRK BAY Mandalay Bay 453.32
188-0-092-085 4574 FALKIRK BAY Mandalay Bay 453.32
188-0-092-095 4570 FALKIRK BAY Mandalay Bay 453.32
188-0-092-105 4564 FALKIRK BAY Mandalay Bay 453.32
188-0-092-115 4560 FALKIRK BAY Mandalay Bay 453.32
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 15 of 21 05/15/2026 01:53:04PM 191
City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-092-135 4550 FALKIRK BAY Mandalay Bay 453.32
188-0-092-145 4544 FALKIRK BAY Mandalay Bay 453.32
188-0-092-155 4540 FALKIRK BAY Mandalay Bay 453.32
188-0-092-165 4536 FALKIRK BAY Mandalay Bay 453.32
188-0-092-175 4532 FALKIRK BAY Mandalay Bay 453.32
188-0-092-185 4528 FALKIRK BAY Mandalay Bay 453.32
188-0-092-205 4520 FALKIRK BAY Mandalay Bay 453.32
188-0-092-275 4567 GATESHEAD BAY Mandalay Bay 453.32
188-0-092-285 4565 GATESHEAD BAY Mandalay Bay 453.32
188-0-092-295 4563 GATESHEAD BAY Mandalay Bay 634.64
188-0-092-315 4555 GATESHEAD BAY Mandalay Bay 643.64
188-0-092-325 4551 GATESHEAD BAY Mandalay Bay 453.32
188-0-092-335 4545 GATESHEAD BAY Mandalay Bay 453.32
188-0-092-345 4541 GATESHEAD BAY Mandalay Bay 453.32
188-0-092-355 4535 GATESHEAD BAY Mandalay Bay 453.32
188-0-092-365 4531 GATESHEAD BAY Mandalay Bay 543.98
188-0-092-385 4521 GATESHEAD BAY Mandalay Bay 543.98
188-0-092-395 4515 GATESHEAD BAY Mandalay Bay 453.32
188-0-092-405 4511 GATESHEAD BAY Mandalay Bay 453.32
188-0-092-415 4505 GATESHEAD BAY Mandalay Bay 453.32
188-0-092-425 4501 GATESHEAD BAY Mandalay Bay 634.64
188-0-092-445 4455 GATESHEAD BAY Mandalay Bay 634.64
188-0-092-455 4577 GATESHEAD BAY Mandalay Bay 453.32
188-0-092-465 4575 GATESHEAD BAY Mandalay Bay 453.32
188-0-092-475 4571 GATESHEAD BAY Mandalay Bay 453.32
188-0-093-015 4578 GATESHEAD BAY Mandalay Bay 453.32
188-0-093-025 4574 GATESHEAD BAY Mandalay Bay 453.32
188-0-093-035 4570 GATESHEAD BAY Mandalay Bay 453.32
188-0-093-045 4568 GATESHEAD BAY Mandalay Bay 453.32
188-0-093-055 4564 GATESHEAD BAY Mandalay Bay 453.32
188-0-093-065 4562 GATESHEAD BAY Mandalay Bay 634.64
188-0-093-195 4524 GATESHEAD BAY Mandalay Bay 543.98
188-0-093-205 4520 GATESHEAD BAY Mandalay Bay 453.32
188-0-093-215 4514 GATESHEAD BAY Mandalay Bay 453.32
188-0-093-225 4510 GATESHEAD BAY Mandalay Bay 453.32
188-0-093-235 4504 GATESHEAD BAY Mandalay Bay 453.32
188-0-093-245 4500 GATESHEAD BAY Mandalay Bay 589.32
188-0-093-265 4454 GATESHEAD BAY Mandalay Bay 589.32
188-0-093-275 4565 COSTA DE ORO AVE Mandalay Bay 453.32 188-0-093-285 4561 COSTA DE ORO AVE Mandalay Bay 453.32 188-0-093-295 4555 COSTA DE ORO AVE Mandalay Bay 453.32 188-0-093-305 4551 COSTA DE ORO AVE Mandalay Bay 453.32 Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 16 of 21 05/15/2026 01:53:04PM 192
City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-093-315 4545 COSTA DE ORO AVE Mandalay Bay 543.98 188-0-093-335 4541 COSTA DE ORO AVE Mandalay Bay 543.98 188-0-093-345 4535 COSTA DE ORO Mandalay Bay 453.32
188-0-093-355 4531 COSTA DE ORO AVE Mandalay Bay 453.32 188-0-093-365 4525 COSTA DE ORO AVE Mandalay Bay 453.32 188-0-093-375 4521 COSTA DE ORO AVE Mandalay Bay 453.32 188-0-093-385 4515 COSTA DE ORO AVE Mandalay Bay 634.64 188-0-093-405 4505 COSTA DE ORO AVE Mandalay Bay 634.64 188-0-093-415 4501 COSTA DE ORO AVE Mandalay Bay 453.32 188-0-093-425 4451 COSTA DE ORO AVE Mandalay Bay 453.32 188-0-093-435 4445 COSTA DE ORO AVE Mandalay Bay 453.32 188-0-093-445 4441 COSTA DE ORO Mandalay Bay 453.32
188-0-093-455 4435 COSTA DE ORO AVE Mandalay Bay 589.32 188-0-093-495 4554 GATESHEAD BAY Mandalay Bay 634.64
188-0-093-505 4550 GATESHEAD BAY Mandalay Bay 453.32
188-0-093-515 4544 GATESHEAD BAY Mandalay Bay 453.32
188-0-093-525 4540 GATESHEAD BAY Mandalay Bay 453.32
188-0-093-535 4534 GATESHEAD BAY Mandalay Bay 532.64
188-0-093-545 4425 COSTA DE ORO AVE Mandalay Bay 589.32 188-0-100-015 4500 EAST BOURNE BAY Mandalay Bay 453.32
188-0-100-025 4504 EASTBOURNE BAY Mandalay Bay 453.32
188-0-100-035 4510 E BOURNE BAY Mandalay Bay 453.32
188-0-100-045 4514 EASTBOURNE BAY Mandalay Bay 679.98
188-0-100-055 4520 EASTBOURNE BAY Mandalay Bay 453.32
188-0-100-065 4524 EASTBOURNE BAY Mandalay Bay 453.32
188-0-100-075 4530 EASTBOURNE BAY Mandalay Bay 453.32
188-0-100-085 4534 EASTBOURNE BAY Mandalay Bay 453.32
188-0-100-105 4515 FALKIRK BAY Mandalay Bay 453.32
188-0-100-115 4511 FALKIRK BAY Mandalay Bay 453.32
188-0-100-125 4509 FALKIRK BAY Mandalay Bay 453.32
188-0-100-135 4505 FALKIRK BAY Mandalay Bay 453.32
188-0-100-145 4501 FALKIRK BAY Mandalay Bay 453.32
188-0-100-155 4445 FALKIRK BAY Mandalay Bay 679.98
188-0-100-165 4441 FALKIRK BAY Mandalay Bay 453.32
188-0-100-175 4435 FALKIRK BAY Mandalay Bay 453.32
188-0-100-185 4431 FALKIRK BAY Mandalay Bay 543.98
188-0-100-195 4424 FALKIRK BAY Mandalay Bay 543.98
188-0-100-205 4430 FALKIRK BAY Mandalay Bay 453.32
188-0-100-215 4440 FALKIRK BAY Mandalay Bay 430.66
188-0-100-225 4450 FALKIRK BAY Mandalay Bay 679.98
188-0-100-235 4500 W FALKIRK BAY Mandalay Bay 453.32
188-0-100-245 4504 FALKIRK BAY Mandalay Bay 453.32
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 17 of 21 05/15/2026 01:53:04PM 193
City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-100-255 4508 FALKIRK BAY Mandalay Bay 453.32
188-0-100-265 4512 FALKIRK BAY Mandalay Bay 453.32
188-0-100-275 4516 FALKIRK BAY Mandalay Bay 453.32
188-0-100-285 4451 GATESHEAD BAY Mandalay Bay 453.32
188-0-100-295 4445 GATESHEAD BAY Mandalay Bay 453.32
188-0-100-305 4441 GATESHEAD BAY Mandalay Bay 453.32
188-0-100-315 4435 GATESHEAD BAY Mandalay Bay 453.32
188-0-100-325 4431 GATESHEAD BAY Mandalay Bay 498.64
188-0-100-335 4421 GATESHEAD BAY Mandalay Bay 679.98
188-0-100-345 4415 GATESHEAD BAY Mandalay Bay 498.64
188-0-100-355 4411 GATES HEAD BAY Mandalay Bay 498.64
188-0-100-365 4405 GATESHEAD BAY Mandalay Bay 543.98
188-0-100-375 4400 GATESHEAD BAY Mandalay Bay 543.98
188-0-100-385 4410 GATESHEAD BAY Mandalay Bay 498.64
188-0-100-395 4414 GATESHEAD BAY Mandalay Bay 498.64
188-0-100-405 4420 GATESHEAD BAY Mandalay Bay 679.98
188-0-100-415 4430 GATESHEAD BAY Mandalay Bay 498.64
188-0-100-425 4434 GATESHEAD BAY Mandalay Bay 453.32
188-0-100-435 4440 GATESHEAD BAY Mandalay Bay 453.32
188-0-100-445 4444 GATESHEAD BAY Mandalay Bay 453.32
188-0-100-455 4450 GATESHEAD BAY Mandalay Bay 453.32
188-0-100-565 1950 JAMESTOWN WAY Mandalay Bay 679.98
188-0-100-575 1954 JAMESTOWN WAY Mandalay Bay 498.64
188-0-100-585 1960 JAMESTOWN WAY Mandalay Bay 589.32
188-0-100-605 4421 COSTA DE ORO Mandalay Bay 453.32
188-0-100-615 4415 COSTA DE ORO AVE Mandalay Bay 453.32 188-0-100-625 4411 COSTA DE ORO AVE Mandalay Bay 453.32 188-0-100-635 4405 COSTA DE ORO AVE Mandalay Bay 453.32 188-0-100-645 4401 COSTA DE ORO ST Mandalay Bay 498.64
188-0-120-085 4221 W HEMLOCK ST Mandalay Bay 1,349.46
188-0-120-095 4211 W HEMLOCK ST Mandalay Bay 940.42
188-0-130-015 4200 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-025 4202 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-035 4204 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-045 4206 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-055 4208 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-065 4210 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-075 4212 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-085 4214 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-095 4216 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-105 4220 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-115 4222 HARBOUR ISLAND LN Harbour Island 371.70 Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 18 of 21 05/15/2026 01:53:04PM 194
City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-130-125 4224 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-135 4226 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-145 4228 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-155 4230 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-165 4240 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-175 4242 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-185 4244 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-195 4246 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-205 4248 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-215 4250 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-225 4252 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-235 4254 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-245 4245 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-255 4243 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-265 4241 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-275 4251 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-285 4249 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-295 4247 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-305 4255 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-315 4253 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-325 4225 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-335 4223 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-345 4221 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-355 4231 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-365 4229 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-375 4227 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-385 4237 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-395 4235 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-405 4233 HARBOUR ISLAND LN Harbour Island 371.70 188-0-130-415 1745 EMERALD ISLE WAY Harbour Island 371.70 188-0-130-425 1743 EMERALD ISLE WAY Harbour Island 371.70 188-0-130-435 1741 EMERALD ISLE WAY Harbour Island 371.70 188-0-130-445 1751 EMERALD ISLE WAY Harbour Island 371.70 188-0-130-455 1749 EMERALD ISLE WAY Harbour Island 371.70 188-0-130-465 1747 EMERALD ISLE WAY Harbour Island 371.70 188-0-130-475 1755 EMERALD ISLE WAY Harbour Island 371.70 188-0-130-485 1753 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-015 1725 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-025 1723 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-035 1721 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-045 1731 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-055 1729 EMERALD ISLE WAY Harbour Island 371.70 Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 19 of 21 05/15/2026 01:53:04PM 195
City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-140-065 1727 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-075 1737 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-085 1735 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-095 1733 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-105 1705 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-115 1703 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-125 1701 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-135 1711 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-145 1709 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-155 1707 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-165 1715 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-175 1713 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-185 1700 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-195 1702 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-205 1704 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-215 1706 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-225 1708 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-235 1710 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-245 1712 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-255 1714 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-265 1720 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-275 1722 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-285 1724 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-295 1726 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-305 1728 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-315 1730 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-325 1732 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-335 1734 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-345 1736 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-355 1738 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-365 1740 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-375 1742 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-385 1746 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-395 1748 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-405 1750 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-415 1752 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-425 1754 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-435 1756 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-445 1758 EMERALD ISLE WAY Harbour Island 371.70 188-0-140-455 1760 EMERALD ISLE WAY Harbour Island 371.70 188-0-150-015 1800 EMERALD ISLE WAY Harbour Island 371.70 188-0-150-025 1802 EMERALD ISLE WAY Harbour Island 371.70 Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 20 of 21 05/15/2026 01:53:04PM 196
City of Oxnard
Waterways Assessment District (Mandalay Bay)
Final Billing Detail Report for Fiscal Year 2026/27
APN Site Address Zone Levy Total
188-0-150-035 4203 HARBOUR ISLAND LN Harbour Island 371.70 188-0-150-045 4201 HARBOUR ISLAND LN Harbour Island 371.70 188-0-150-055 1743 PEARL WAY Harbour Island 371.70
188-0-150-065 1741 PEARL WAY Harbour Island 371.70
188-0-150-075 1725 PEARL WAY Harbour Island 371.70
188-0-150-085 1723 PEARL WAY Harbour Island 371.70
188-0-150-095 1721 PEARL WAY Harbour Island 371.70
188-0-150-105 1705 PEARL WAY Harbour Island 371.70
188-0-150-115 1703 PEARL WAY Harbour Island 371.70
188-0-150-125 1701 PEARL WAY Harbour Island 371.70
188-0-150-135 1804 EMERALD ISLE WAY Harbour Island 371.70 188-0-150-145 1806 EMERALD ISLE WAY Harbour Island 371.70 188-0-150-155 4207 HARBOUR ISLAND LN Harbour Island 371.70 188-0-150-165 4205 HARBOUR ISLAND LN Harbour Island 371.70 188-0-150-175 1747 PEARL WAY Harbour Island 371.70
188-0-150-185 1745 PEARL WAY Harbour Island 371.70
188-0-150-195 1731 PEARL WAY Harbour Island 371.70
188-0-150-205 1729 PEARL WAY Harbour Island 371.70
188-0-150-215 1727 PEARL WAY Harbour Island 371.70
188-0-150-225 1711 PEARL WAY Harbour Island 371.70
188-0-150-235 1709 PEARL WAY Harbour Island 371.70
188-0-150-245 1707 PEARL WAY Harbour Island 371.70
188-0-150-255 1808 EMERALD ISLE WAY Harbour Island 371.70 188-0-150-265 1810 EMERALD ISLE WAY Harbour Island 371.70 188-0-150-275 4211 HARBOUR ISLAND LN Harbour Island 371.70 188-0-150-285 4209 HARBOUR ISLAND LN Harbour Island 371.70 188-0-150-295 1751 PEARL WAY Harbour Island 371.70
188-0-150-305 1749 PEARL WAY Harbour Island 371.70
188-0-150-315 1737 PEARL WAY Harbour Island 371.70
188-0-150-325 1735 PEARL WAY Harbour Island 371.70
188-0-150-335 1733 PEARL WAY Harbour Island 371.70
188-0-150-345 1717 PEARL WAY Harbour Island 371.70
188-0-150-355 1715 PEARL WAY Harbour Island 371.70
188-0-150-365 1713 PEARL WAY Harbour Island 371.70
$492,206.98874 Accounts
Slight variances may occur due to rounding
Copyright © 2013 by NBS Page 21 of 21 05/15/2026 01:53:04PM 197
Agreement No. A-8620
CITY OF OXNARD DONATION AGREEMENT
THIS DONATION AGREEMENT (“Agreement”) is entered into in Ventura County, California,
on
June
16,
2026
.
This
Agreement
is
entered
by
and
between
the
City
of
Oxnard
(“City”)
and
Harbour
Island
Homeowners
Association
(“Donor”),
for
good
and
valuable
consideration,
subject
to
the
following
terms
and
conditions:
SECTION 1. DONATION Donor is (check and complete all that apply):
● Donating $ 10,000 in a lump sum. ● Donating $_________________________ in __________________ (monthly, quarterly,
etc.)
payments
of
$_________________________
in
_____
installments.
●
Donating
the
following
(describe
equipment):
●
Donor
prefers
the
City
use
the
Donation
for
the
following
limited
purpose(s):
The donation by Harbour Island Homeowners Association is to be specifically
used
for
landscape
maintenance
and
improvements
within
the
Harbour
Island
linear
park.
SECTION
2. BEHESTED
DONATION
● If this box is checked this donation is being made at the behest of CouncilMember/Commissioner/City
Staff
Member
_____________________.
If the Donation is being made at the behest of an elected official, the City shall notify the elected
official
that
the
elected
official
may
be
required
to
submit
a
Form
803
Behested
Payment
Report
to
the
Fair
Political
Practices
Commission.
SECTION 3. ADDITIONAL CONDITIONS The City’s acceptance of the Donation is subject to the conditions specified as follows: 1. Pursuant to California Government Code Section 37354, the City acknowledges that
the
Donation
shall
be
used
for
a
public
purpose
as
described
in
Section
1 .
2. The City shall provide Donor with a donation receipt indicating the amount of the
donation
or
estimated
value
of
goods
or
services
donated
within
30 days
of
receiving
the
Donation.
3. The City will make best efforts to use the Donation for the purpose(s) specified
in
Section
1. If
it
is
impractical
for
the
City
to
use
the
Donation
for
the
purposes
specified
in
Section
1,
the
City
may
use
the
Donation
in
any
1 198
Agreement No. A-8620
manner at its sole discretion and Donor has no right or obligation to control City’s
use
of
the
donation.
4. Donor has not and will not receive any goods or services in exchange for the Donation
and
the
City
will
not
grant
any
extra
consideration
to
the
Donor
in
relation
to
City
procurement,
regulatory
matters,
or
any
other
business,
services,
or
operations
of
the
City.
5. No Warranties. Donor(s), including its officers, employees, and agents, make no
representations
whatsoever,
extend
no
warranties
of
any
kind,
either
express
or
implied,
including
but
not
limited
to
the
implied
warranties
of
merchantability
or
fitness
for
a
particular
purpose,
and
assumes
no
responsibilities
whatsoever
with
respect
to
design,
development,
manufacture,
or
use
of
the
Donated
Equipment.
SECTION 4. COORDINATION
In connection with administering this agreement, Donor and City shall work through
the
following
primary
representatives:
CITY OF OXNARD DONOR
PRIMARY REPRESENTATIVE
Anthony Miller, Special Districts Manager
Richard Drake, Harbour Island Homeowners Association, President
ADDRESS
1060 Pacific Ave, Building 1 Oxnard, CA 93030
C/O Community Property Management (CPM), Seti Sabi, 751 E. Daily Drive, Suite 300, Camarillo, CA 93010 PHONE 805-200-5334 805-987-8945
EMAIL [email protected] [email protected]
FAX N/A 805-987-7906
2 199
200
4 9
5 34
7 8
1 2
3 & 4
1 &
2 03
30 14
12 36
43 28
38 31
46 39
13 25
51 52
10 16
47 37
34 42
24 58
41 23
33 11
40 60
27 55
50 4954
32 53
This map is compiled by the City of Oxnard GIS Division, which is developed and operated solely for the convenience of the City. The City does not make any representations or warranties regarding the use, accuracy, reliability, and/or completeness of this map and no decision involving a risk of economic loss or physical injury should be made in reliance thereon. µ Maintenance Assessment District (District No.)
Waterway Assessment District (Zone No.)
Community Facilities District (District No.)
Landscape Maintenance District (District No.)
CITY OF OXNARD SPECIAL DISTRICTS
3,000 0 3,000 6,000
Feet
Created by:
Geographic Information Systems Division
March 2023
Data Source:
City of Oxnard GIS Division
County of Ventura GIS Program
201
1 & 2 – Westport at Mandalay Bay 7 – Wagon Wheel
3 & 4 – Seabridge at Mandalay Bay 8 – Sakioka Farms
5 – Riverpark 9 – Northshore at Mandalay Bay
3 – Riverridge 37 – Pacific Cove
10 – Country Club 38 – Aldea Del Mar
11 – St Tropez 39 – El Sueno Promesa
12 – Standard Pacific 40 – Cantada
13 – Le Village 41 – Pacific Cove
14 – California Cove 42 – Cantabria/Coronado
16 – California Lighthouse 43 – Greenbelt
23 – Greystone 46 – Daily Ranch
24 – Vineyards 47 – Sycamore Place
25 – The Pointe 49 – Cameron Ranch
27 – Rose Island 50 – PV Senior Housing
28 – Harborside 51 – Pfeiler
30 – Haas Automation 52 – Wingfield
31 – Rancho De La Rosa 53 – Huff Court
32 – Oak Park 54 – Meadowcrest
33 – El Paseo 55 – Wingfield West
34 – Sunrise Pt/Sunset Cove 58 – Westwind
36 – Villa Santa Cruz 60 – Artisan
Zone 1 – Mandalay Bay Zone 2 – Harbour Island
MAINTENANCE ASSESSMENT DISTRICT
WATERWAYS ASSESSEMENT DISTRICTS
4 – Mandalay Beach/Colony
LANDSCAPE MAINTENANCE DISTRICTS
CITY OF OXNARD – SPECIAL DISTRICTS
LANDSCAPE MAINTENANCE DISTRICT * COMMUNITY FACILITIES DISTRICTS WATERWAYS ASSESSMENT DISTRICTS * MAINTENANCE ASSESSMENT DISTRICTS
COMMUNITY FACILITIES DISTRICTS
202
Fiscal Year (FY) 2026-27 Resolution to
Levy Assessments in the Waterways
Maintenance District
Finance and Governance Committee
May 26, 2026
City Council
June 16, 2026
Anthony Miller
Special Districts Manager
203
That the Finance and Governance Committee recommend that the City Council, acting as the legislative body for the Waterways Maintenance District:
1. Hold a public hearing regarding proposed assessments for the Waterways Maintenance District for Fiscal Year 2026-27;
2. Adopt a resolution to levy the maintenance assessment on property within the Waterways Maintenance District for Fiscal Year 2026-27; and
3. Authorize the Approval of Agreement A-8620, entered into by and between the City of Oxnard and the Harbour Island
Homeowners Association, accepting the donation of $10,000 from the Harbour Island Homeowners Association (HOA) to support landscape maintenance and on-call services within the Waterways Maintenance District Zone 2.
RECOMMENDATION
2 204
That the City Council, acting as the legislative body for the Waterways Maintenance District:
1. Hold a public hearing regarding proposed assessments for the Waterways Maintenance District for Fiscal Year 2026-27;
2. Adopt a resolution to levy the maintenance assessment on property within the Waterways Maintenance District for Fiscal Year 2026-27; and
3. Authorize the Approval of Agreement A-8620, entered into by and between the City of Oxnard and the Harbour Island
Homeowners Association, accepting the donation of $10,000 from the Harbour Island Homeowners Association (HOA) to support landscape maintenance and on-call services within the Waterways Maintenance District Zone 2.
RECOMMENDATION
3 205
• Special Districts is a Division of the Public Works
Department and manages 50 special financing districts,
which includes one Waterways Maintenance District.
• On June 16, 1970, the City formed the District pursuant to the Improvement Act of 1911.
• The District was formed at the request of the developer of the property included within the District to finance the capital costs and maintenance and operation expenses
for the sidewalks, streets, water, flood control, drainage systems, vector control, landscaping, and parking areas and fences.
BACKGROUND
4 206
5 MAP OF SPECIAL DISTRICTS IN THE CITY OF OXNARD
More information can be found at: oxnard.gov/public-works/special-districts 207
DISCUSSION
6 Location Map
Harbour
Island
Mandalay
Bay
208
• Each year, prior to levying the assessment on the
property tax rolls, the City Council is required to review the estimated costs of maintaining and operating the
improvements within the District, to decide whether the costs of such maintenance and operations shall be borne wholly or partially by the District.
• Only after conducting a Public Hearing to receive public input, can the Council consider making a decision to levy the assessments in an amount sufficient to raise the
money to pay for such costs within the District.
DISCUSSION
7 209
Proposed assessment rates for FY 2026-27 are
identified below:
DISCUSSION
8 Waterways
Maintenance
District
FY 2026-27 Qualified Elector
Approved
Annual
Adjustment
Projected
Assessment
RevenueMaximum Rate Applied Rate
Zone 1
(Mandalay Bay) $444,258.00 $444,258.00 N/A $444,258.00
Zone 2
(Harbour
Island)
$47,949.00 $47,949.00 N/A $47,949.00
210
• As this district was levied a maximum assessment in
fiscal year 2025-26 and does not have an approved
annual adjustment, rates are not expected to change for fiscal 2026-27.
• The deadline to deliver the assessment information to Ventura County for inclusion on the FY 2026-27 property tax roll is July 6, 2026.
DISCUSSION
9 211
WAD Zone 2 (Harbour Island) Donation Agreement
• Waterways Maintenance District Zone 2 is significantly impacted by Proposition 218’s cap on annual
assessments and is experiencing severe budget
shortfalls.
• The Harbour Island HOA has provided financial
contributions on several occasions in recent years to
help maintain service levels in the absence of additional assessment revenue.
DISCUSSION
10 212
• To address specific service requests and generally
maintain service levels, the HOA has previously
donated:
• $4,853 - FY 2020-21
• $15,446 - FY 2023-24
• $17,400 - FY 2025-26
• During FY 2026-27 budget discussions, the HOA
indicated that rather than consider a Proposition 218
ballot proceeding, they were electing to proceed with
donations to the district to fund maintenance expenses.
DISCUSSION
11 213
• For FY 2026-27, the HOA has agreed to provide a
$10,000 donation, which brings total projected revenues for Zone 2 to $57,949.
• All expenses above projected FY 2026-27 revenues are
proposed to be funded via available fund balance.
DISCUSSION
12 214
• Property owners pay the assessments as a part of their annual property tax bill. The assessment has been
approved by the property owners through prior
proceedings. Funds received for the benefit of the
District are restricted and can only be used to fund the services of the District.
• There is no impact to the General Fund.
FINANCIAL IMPACT
13 215
The District’s projected maintenance costs for FY 2026-27 are outlined below:
FINANCIAL IMPACT
14 Projected FY 2026-27 Expenses
Waterways Zone 1 (Mandalay Bay $479,207
Waterways Zone 2 (Harbour Island) $76,256
Total $555,463
Projected FY 2026-27 Assessment Revenues1
Zone 1 (Mandalay Bay $444,258.00
Zone 2 (Harbour Island) $47,949.00
Total $492,207
Projected Assessment Revenue vs Expenses2 ($63,256)
1 Allocated based on parcel count; allocated based on % split of costs at time of District formation 2 Expenses that exceed revenues are funded by other sources such as Zone fund balance, donations, or interest income 216
15This is the footer.
217
FINANCE AND GOVERNANCE COMMITTEE
AGENDA REPORT
REPORTS
AGENDA ITEM NO. D.5
DATE: May 26, 2026
TO: Finance & Governance Committee
FROM: Michael Wolfe, Public Works Director, (805) 385-8055, [email protected]
SUBJECT: Fiscal Year (FY) 2026-27 Special Tax Levy for Community Facility Districts Numbers 1, 2, 3, 4, 5, 8, 9 and 2000-3.
RECOMMENDATION
That the Finance and Governance Committee recommend that the City Council acting as the legislative body for Community Facilities Districts (CFD) No. 1, 2, 3, 4, 5, 8, 9 and 2000-3:
1. Adopt a resolution setting a special tax rate within CFD No. 1 (Westport at Mandalay Bay) for Fiscal Year 2026-27;
2. Adopt a resolution setting a special tax rate within CFD No. 2 (Westport at Mandalay Bay) for Fiscal Year 2026-27;
3. Adopt a resolution setting a special tax rate within CFD No. 3 (Seabridge at Mandalay Bay) for Fiscal Year 2026-27;
4. Adopt a resolution setting a special tax rate within CFD No. 4 (Seabridge at Mandalay Bay) for Fiscal Year 2026-27;
5. Adopt a resolution setting a special tax rate within CFD No. 5 (Riverpark) for Fiscal Year 2026-27;
6. Adopt a resolution setting a special tax rate within CFD No. 8 (Sakioka Farms Business Park) for Fiscal Year 2026-27;
7. Adopt a resolution setting a special tax rate within CFD No. 9 (North Shore at Mandalay Bay) for Fiscal Year 2026-27;
8. Adopt a resolution setting a special tax rate within CFD No. 2000-3 (Oxnard Boulevard/Highway 101 Interchange) for Fiscal Year 2026-27; and
9. Authorize the Public Works Director, or designee, to execute an agreement for Billing of Direct Assessments with the Ventura County Auditor-Controller to provide the service of placement of direct assessments on the Ventura County Secured Tax Roll.
Please click the following link to view the required Measure M pre-recorded presentation video: https://youtu.be/lyRi0FK394Y
BACKGROUND
Special Districts is a Division of the Public Works Department and manages a total of 50 special financing districts, which include eight Community Facilities Districts (CFDs), commonly known as Mello-Roos Districts. Through the development process, special financing districts (e.g., CFDs) were authorized to be used by the qualified electors (i.e., property owners/developers) to finance the installation of public improvements and/or to provide funding for certain ongoing public services. A CFD can issue bonds to finance the construction of public improvements with a useful life of at least five years (e.g., public infrastructure, park, 218
recreation, and open space facilities, school facilities, libraries, and child care facilities). CFDs can also fund ongoing services such as police and fire protection, parks, parkways, open space maintenance, and flood and storm protection.
Typically, the developer constructed the public improvements at the time the project was developed and the property owners pay for the cost of the construction, cost of certain public services, and/or cost of maintaining the improvements through a special tax included on the annual property tax bill. Revenue from the special tax is used to make the annual debt service on the bonds, if applicable, and/or to fund the specified public services and maintenance of public improvements. The City’s current CFDs are identified below:
District Purpose
Resolution of Formation
& Rate and Method of
Apportionment (RMA)
Ordinance Levying
Special Tax
CFD No. 1
Westport at Mandalay Bay
Issue bonds to finance
public improvements
No. 11,823
No. 12,081
No. 2541
No. 2591
CFD No. 2
Westport at Mandalay Bay
Maintenance services No. 11,825
No. 12,082
No. 2542
No. 2592
CFD No. 3
Seabridge at Mandalay Bay
Issue bonds to finance
public improvements No. 12,737 No. 2676
CFD No. 4
Seabridge at Mandalay Bay
Public and maintenance
services
No. 12,739
No. 15,104 No. 2677
CFD No. 5
Riverpark
Public and maintenance
services No. 12,936 No. 2701
CFD No. 8
Sakioka Farms Business Park
Fire protection and
maintenance services No. 15,349 No. 2982
CFD No. 9
North Shore at Mandalay Bay
Public and maintenance
services No. 15,492 No. 3004
CFD No. 2000-3 Oxnard
Boulevard/Highway 101
Interchange
Issue bonds to finance
public improvements No. 12,019 No. 2570
DISCUSSION
The Mello-Roos Community Facilities Act of 1982 (the “Act”) allows the formation of CFDs to finance the construction of public infrastructure improvements by the issuance of bonds and/or to fund certain public services and operation and maintenance of public improvements. The qualified electors within the boundaries of the CFDs approved the Rate and Method of Apportionment (RMA) at the time of the CFD’s formation and authorized the levy of a special tax on their properties as security for repayment of bonds or to fund the services of the district. The RMA establishes the special tax formula (e.g., rate of annual adjustment, if any, etc.) and how the special tax is apportioned to properties included in each CFD.
The special tax cannot be levied on the property tax roll, nor can adjustments be made to the maximum and applied rates, as previously authorized by the qualified electors, unless the City Council (as the Governing Body) authorizes such actions. Adoption of the resolutions sets the maximum and applied special tax rates, approves the calculation of the rates, and approves setting the rates that are placed on the annual tax roll for each CFD as prepared by the City’s consultant, NBS.
219
The maximum special tax rate is the maximum amount that can be used to calculate the special tax levied on the property tax roll. The maximum rate is proposed to increase by the annual inflationary adjustment if the qualified electors have previously authorized an annual inflationary adjustment to the maximum rate.
Otherwise, it remains unchanged.
The applied special tax rate is the amount that is used to calculate the special tax actually levied on the property tax roll. It is the amount necessary to fund the services of each CFD, including administration and reserves for the upcoming fiscal year. Specific to CFD 3, pursuant to the voter-approved Measure H (2018), the total amount of “overhead costs of employees of the City of Oxnard” that the CFD is allowed to fund is limited to $5,000 annually. This is factored into the calculation of the levy and the remaining costs for staff overhead expenses are funded via non-CFD funds. The applied special tax rate cannot exceed the maximum special tax rate.
The applied rates listed within the table below are the proposed rates to be applied within each District. The County will not apply a rate that does not divide evenly amongst all parcels within a district. Therefore, the total levy amount on the County tax roll will vary slightly from this number. The final tax rolls, as prepared by NBS and incorporated by reference within the attached resolutions, are attached to this staff report and are on file with the City Clerk’s office.
Billing of Direct Assessments
The County of Ventura requires annual approval of an Agreement for Billing of Direct Assessments (attached) for services related to the inclusion of the special taxes/assessments on the Ventura County property tax bills. In the absence of this arrangement, the City will have to directly bill property owners for special taxes/assessments. This agreement is applicable to all assessment districts, Community Facilities Districts, and other special assessments administered by the City.
STRATEGIC PRIORITIES
This agenda item is a routine operational item or does not relate to the five strategic priorities adopted by City Council on March 16, 2021.
FINANCIAL IMPACT
Property owners pay the special tax as part of their annual property tax bill. The special tax, including annual adjustments where applicable, has been approved by the qualified electors through prior proceedings. Funds received for the benefit of each CFD are restricted and can only be used to fund the services and obligations of each district. For all districts except CFD 3, there is no General Fund contribution. Additionally, the General Fund is not liable for the bonds. The table below provides a summary of the proposed maximum and applied special tax rates for FY 2026-27. For comparison to the previous fiscal year’s rates, please refer to attachment
1. 220
FY 2026-27
District
Maximum Rate Applied Rate
i, ii
Applied Rate
Annual Change
Qualified
Elector
Approved
Annual
Adjustment
Projected
Principal
Balance
Bond Maturity
Date
CFD No. 1
Westport at
Mandalay Bay
$1,034,993.53 $609,540 -4.85% 2% $4,415,000 9/1/2033
CFD No. 2
Westport at
Mandalay Bay
$908,799.41 $646,800 10% 2% N/A N/A
CFD No. 3
Seabridge at
Mandalay Bay
$3,146,571.63 $1,912,031 -0.002% 2% $15,420,000 9/1/2035 CFD No. 4
Seabridge at
Mandalay Bay
$1,455,603.39 $897,296 -5.4% 2% N/A N/A
CFD No. 5
Riverpark iii
$7,211,310.21
iv $4,278,061 2.0% 2% to 5%
v N/A N/A
CFD No. 8
Sakioka Farms
Business Park
$856,557.13
vi $509,237 4.07% Varies
vii
N/A
N/A
CFD No. 9
North Shore at
Mandalay Bay
$927,169.89
viii
$41,100
ix
N/A
x
2% to 5%
xi
N/A
N/A
CFD No. 2000-3
Oxnard Boulevard/
Highway 101
Interchange
$921,278.22 $104,436 -80.08%
xii N/A $2,840,000 9/1/2032
Table Notes:
i. Applied rate less than maximum due to a) availability of surplus funds to offset the special tax rate and/or b) expenses projected to be less than revenues that would be available if the maximum rate were applied.
Applied rates are rounded to the nearest dollar. Applied rates may not match County roll due to the requirement to apply an even levy within all parcel categories.
ii. Subject to minor change depending on Ventura County’s final assessment roll and rounding. iii. Special tax applied first to developed parcels and then to undeveloped parcels, if necessary to meet the special tax requirement.
iv. Maximum Special Tax for developed parcels only. Maximum may fluctuate due to the development of undeveloped parcels.
v. CFD 5 Maximum Special Tax is adjusted within a range of 2% to 5% annually based on the December Consumer Price Index, All Urban Consumers Los Angeles, rate. Which was 3.01%. vi. This is the combined total of the CFD 8 Maximum Special Tax and Contingent Special Tax rates. vii. CFD 8 Maximum Special Tax and Contingent Special Tax are adjusted annually in an amount equal to the February Consumer Price Index, All Urban Consumers Los Angeles, rate, which was 2.932%. viii. Maximum Rate for Services only shown as no other taxes will be levied in the District for FY 2026/27. ix. Only the Services Special Tax is being levied for FY 2026/27. x. First applied levy under the current Rate and Method of Apportionment. xi. CFD 9 Maximum Services Special Tax, is adjusted within a range of 2% to 5% annually based on the April Consumer Price Index, All Urban Consumers Los Angeles, rate, which was 3.7%. The maximum Environmental Services Special Tax, and Facilities Special Tax are each adjusted by 2% annually. xii. Finance Department analysis determined there to be surplus fund balance which has been amortized and will be applied as a levy credit until bond maturity.
221
Prepared by: Steve Howlett, Assistant Public Works Director, Anthony Miller, Special Districts Manager
ATTACHMENTS
1. Resolution Authorizing Levy of Special Tax CFD 1 FY 2026-27
2. Fiscal Year 2026-27 Tax Roll for CFD 1
3. Resolution Authorizing Levy of Special Tax CFD 2 FY 2026-27
4. Fiscal Year 2026-27 Tax Roll for CFD 2
5. Resolution Authorizing Levy of Special Tax CFD 3 FY 2026-27
6. Fiscal Year 2026-27 Tax Roll for CFD 3
7. Resolution Authorizing Levy of Special Tax CFD 4 FY 2026-27
8. Fiscal Year 2026-27 Tax Roll for CFD 4
9. Resolution Authorizing Levy of Special Tax CFD 5 FY 2026-27
10. Fiscal Year 2026-27 Tax Roll for CFD 5
11. Resolution Authorizing Levy of Special Tax CFD 8 FY 2026-27
12. Fiscal Year 2026-27 Tax Roll for CFD 8
13. Resolution Authorizing Levy of Special Tax CFD 9 FY 2026-27
14. Fiscal Year 2026-27 Tax Roll for CFD 9
15. Resolution Authorizing Levy of Special Tax 2000-3 FY 2026-27
16. Fiscal Year 2026-27 Tax Roll for CFD 2000-3
17. Agreement for Billing of Direct Assessments
18. Special Districts Map
19. Special Districts List
20. Presentation
222
CITY COUNCIL OF THE CITY OF OXNARD
RESOLUTION NO.
RESOLUTION OF THE CITY COUNCIL OF THE CITY OF OXNARD ACTING AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO. 1 (WESTPORT AT
MANDALAY BAY) OF THE CITY OF OXNARD AUTHORIZING THE LEVY OF SPECIAL TAXES WITHIN COMMUNITY FACILITIES DISTRICT NO. 1 (WESTPORT AT MANDALAY BAY) FOR THE FISCAL YEAR 2026-27
WHEREAS, by its Resolution No. 11,823, as amended by its Resolution No. 12,081 (collectively the “Resolution of Formation”), the City Council of the City of Oxnard (the “City”) established Community Facilities District No. 1 (Westport at Mandalay Bay) of the City of Oxnard (“CFD No. 1”) pursuant to the Mello-Roos Community Facilities Act of 1982 (Section 53311 et seq. of the California Government Code) (the “Act”); and WHEREAS, by its Ordinance No. 2541, as amended by Ordinance 2591 (collectively, the “Ordinance”) the City Council authorized the levy of special taxes (the “Special Taxes”) within CFD No. 1 to fund services and expenses authorized in the Resolution of Formation; and WHEREAS, the City Council desires to cause the levy and collection of the Special Taxes for Fiscal Year 2026-27 for the purposes specified in the Resolution of Formation and the Ordinance, by the adoption of this resolution; and
WHEREAS, a Final Billing Detail Report has been prepared by NBS Financial Group (“NBS”) listing each parcel in CFD No. 1 for which a levy of the Special Tax is proposed for Fiscal Year 2026-27 and the amount of the proposed Special Tax for Fiscal Year 2026-27 (the “Report”); and
WHEREAS, the proposed levy is in conformance with the requirements of Proposition 218 (Articles XIII C and XIII D of the California Constitution); and WHEREAS, the proposed levy does not exceed the tax rate authorized by the Ordinance.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF OXNARD, ACTING IN ITS CAPACITY AS THE LEGISLATIVE BODY OF COMMUNITY FACILITIES DISTRICT NO. 1 (WESTPORT AT MANDALAY BAY), DOES HEREBY RESOLVE, DETERMINE AND ORDER AS FOLLOWS:
SECTION 1. The above recitals are true and correct.
SECTION 2. The special tax is imposed without regard to property valuation and is levied in compliance with the Act and the Ordinance.
SECTION 3. In accordance with the Act and the Ordinance, there is hereby levied upon the parcels within the CFD No. 1 the Special Taxes for Fiscal Year 2026-27 as shown in the Report, which is approved and on file in the Office of the City Clerk, available for public inspection, and 223
Resolution No.
Resolution Authorizing Levy of Special Tax CFD-1 FY 2026-27