Palm Desert City Council
June 11, 2026

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April 06, 2026 Local Agency Investment Fund
P.O. Box 942809
LAIF Home Sacramento, CA 94209-0001 PMIA Average Monthly (916) 653-3001 Yields

CITY OF PALM DESERT

CITY TREASURER
73-510 FRED WARING DRIVE
PALM DESERT, CA 92260-2578
Tran Type Definitions
Account Number:

March 2026 Statement
Account Summary
Total Deposit: 0.00 Beginning Balance: 74,520,672.23
Total Withdrawal: 0.00 Ending Balance: 74,520,672.23

















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201
Quarterly Investment Summary Report
Palm Desert Housing Authority | Quarter ending March 31, 2026 Overview
The Palm Desert Housing Authority investment activities and staff analysis for the quarter ending March 31, 2026.

Activity
Investment transactions were carried out in accordance with the California Government Code, the City’s Investment Policy, and applicable bond indentures.
x Key highlight 1: Cash was withdrawn from CAMP during the quarter to transfer the to LAIF to benefit from the higher yield of 3.826%.

Investment summary
Asset class
Beginning book
value
1/1/2026
(in millions)
Purchases and
deposits
Redemptions
and withdrawals
Ending book
value
3/31/2026
(in millions)
CAMP Pool $46.64 $0.10 $(46.00) $.74
LAIF Pool $1.10 $46.01 $0.00 $47.11
Investments total $47.74 $46.11 $(46.00) $47.85
Cash $3.81 $2.33 $(1.17) $4.97
Grand total $51.55 $48.44 $(47.17) $52.82
Compliance Statement
This investment portfolio is in compliance with California Government Code Section 53601 and the City of Palm Desert investment policy. Barring unforeseen events, the portfolio has sufficient cash to fund City expenditures for the next six months. US Bank Custody Services provided market value prices for all corporate securities, all balances are bank balances, and the percent-of-portfolio calculation on the portfolio summary page omits demand deposits.

Veronica Chavez
Finance Director

















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Local Agency Investment Fund February 05, 2026
P.O. Box 942809
Sacramento, CA 94209-0001 LAIF Home
(916) 653-3001 PMIA Average Monthly Yields

PALM DESERT HOUSING AUTHORITY

CITY TREASURER
73-510 FRED WARING DRIVE
PALM DESERT, CA 92260-2578
Tran Type Definitions
Account Number:

January 2026 Statement
Web Tran Effective Transaction Confirm Confirm Type Date Date Number Number Authorized Caller Amount 1/15/2026 1/15/2026 QRD 1791927 N/A SYSTEM 11,626.35
1/21/2026 1/20/2026 RD 1793711 N/A JAMES BOUNDS 46,000,000.00 Account Summary
Total Deposit: 46,011,626.35 Beginning Balance: 1,099,560.19 Total Withdrawal: 0.00 Ending Balance: 47,111,186.54

















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Local Agency Investment Fund
P.O. Box 942809
Sacramento, CA 94209-0001
(916) 653-3001
March 06, 2026
LAIF Home
PMIA Average Monthly Yields

PALM DESERT HOUSING AUTHORITY

CITY TREASURER
73-510 FRED WARING DRIVE
PALM DESERT, CA 92260-2578
Tran Type Definitions
Account Number:

February 2026 Statement
Account Summary
Total Deposit:

Total Withdrawal:

0.00 0.00
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Ending Balance:
47,111,186.54
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April 06, 2026 Local Agency Investment Fund
P.O. Box 942809
LAIF Home Sacramento, CA 94209-0001 PMIA Average Monthly (916) 653-3001 Yields

PALM DESERT HOUSING AUTHORITY

CITY TREASURER
73-510 FRED WARING DRIVE
PALM DESERT, CA 92260-2578
Tran Type Definitions
Account Number:

March 2026 Statement
Account Summary
Total Deposit: 0.00 Beginning Balance: 47,111,186.54
Total Withdrawal: 0.00 Ending Balance: 47,111,186.54

















211
Quarterly Investment Summary Report
RDA Successor Agency | Quarter ending March 31, 2026
Overview
The RDA Successor Agency investment activities and staff analysis for the quarter ending March 31, 2026.

Activity
Investment transactions were carried out in accordance with the California Government Code, the City’s Investment Policy, and applicable bond indentures.

Investment summary
Asset class
Beginning book
value
1/1/2026
Purchases and
deposits
Redemptions
and withdrawals
Ending book
value
3/31/2026
CAMP Pool $6,762.11 $63.97 $0.00 $6,826.08
LAIF Pool 839.92 $8.88 $0.00 $848.80
County Pool $380.11 $0.25 $0.00 $380.36
Investments total $7,982.14 $73.10 $0.00 $8,055.24
Trustee restricted
funds $14,277,577.80 $10,973,643.43 $(635,725.00) $24,615,496.23 Cash $140,881.34 $10,964,515.00 $(10,659,931.28) $445,465.06 Cash and cash with
fiscal agents total $14,418,459.14 $21,938,158.43 $(11,295,656.28) $25,060,961.29 Grand total $14,426,441.28 $21,938,231.53 $(11,295,656.28) $25,069,016.53 Restricted funds are based on bond indenture terms.

Compliance Statement
This investment portfolio is in compliance with California Government Code Section 53601 and the City of Palm Desert investment policy. Barring unforeseen events, the portfolio has sufficient cash to fund City expenditures for the next six months. US Bank Custody Services provided market value prices for all corporate securities, all balances are bank balances, and the percent-of-portfolio calculation on the portfolio summary page omits demand deposits.

Veronica Chavez
Finance Director

















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Local Agency Investment Fund February 05, 2026
P.O. Box 942809
Sacramento, CA 94209-0001 LAIF Home
(916) 653-3001 PMIA Average Monthly Yields

S/A TO THE PALM DESERT REDEVELOPMENT
AGENCY

FINANCE DIRECTOR
73-510 FRED WARING DRIVE
PALM DESERT, CA 92260-2578
Tran Type Definitions
Account Number:

January 2026 Statement
Tran Effective Transaction Type Date Date
Confirm
Number
Web
Confirm
Number Authorized Caller Amount
1/15/2026 1/15/2026 QRD 1792353 N/A SYSTEM 8.88
Account Summary
Total Deposit: 8.88 Beginning Balance: 839.92
Total Withdrawal: 0.00 Ending Balance: 848.80

















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Local Agency Investment Fund March 06, 2026
P.O. Box 942809
Sacramento, CA 94209-0001 LAIF Home
(916) 653-3001 PMIA Average Monthly Yields

S/A TO THE PALM DESERT REDEVELOPMENT
AGENCY

FINANCE DIRECTOR
73-510 FRED WARING DRIVE
PALM DESERT, CA 92260-2578
Tran Type Definitions
Account Number:

February 2026 Statement
Account Summary
Total Deposit:

Total Withdrawal:

0.00 0.00
Beginning Balance:

Ending Balance:
848.80
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April 06, 2026 Local Agency Investment Fund
P.O. Box 942809
LAIF Home Sacramento, CA 94209-0001 PMIA Average Monthly (916) 653-3001 Yields

S/A TO THE PALM DESERT REDEVELOPMENT
AGENCY

FINANCE DIRECTOR
73-510 FRED WARING DRIVE
PALM DESERT, CA 92260-2578
Tran Type Definitions
Account Number:

March 2026 Statement
Account Summary
Total Deposit:

Total Withdrawal:

0.00 0.00
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848.80
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224

City of Palm Desert Staff Report
Meeting Date: June 11, 2026
Prepared By: Michelle Nance, Assistant City Clerk
Department: City Clerk’s Office
Subject: Adoption of Ordinance No. 1451, amending Palm Desert Municipal Code Section

2.52.705(F), "Accrued Vacation Time Buy-Back," to Authorize Tiered Vacation Leave Buy-Back Amounts of Up to One Hundred Sixty (160) Hours per Calendar Year Recommendation
Adopt Ordinance No. 1451 entitled “An Ordinance of the City Council of the City of Palm Desert, California, Amending Palm Desert Municipal Code Section 2.52.705(F), ‘Accrued Vacation Time Buy-Back,’ to Amend Annual Irrevocable Election Procedures, Increase Eligible Buy-Back Amounts, and Authorize a Limited Initial Implementation Transition Election Period,” to authorize eligible employees to buy back up to one hundred sixty (160) hours of vacation leave per calendar year, subject to tiered eligibility thresholds.

Background
On May 28, 2026, the City Council introduced Ordinance No. 1451 for first reading. This report provides for the City Council to waive further reading and adopt the ordinance. The ordinance shall be effective 30 days from adoption.

Financial Impact
There is no direct financial impact with this action.

Attachments

1. Ordinance No. 1451
225

Conflict of Interest Awareness Checklist
Note: This checklist is informational only and does not constitute a legal determination. Each Councilmember remains responsible for identifying, disclosing, and evaluating any disqualifying interests under the Political Reform Act and applicable FPPC regulations.

1. Site-Specific Property Interest
Does this item involve a project site or other identifiable real property? ☐ Yes
☒ No
If yes, identify the project site:

Councilmembers should consider whether they own, lease, or hold interests in real property within 1,000 feet of the project site. (Gov. Code § 87103(b); FPPC Reg. 18702.2).

2. SB 1439 / Gov. Code § 84308 Applicability (Campaign Contributions) Does this item involve a license, permit, other entitlement for use, or a contract or franchise agreement that is not competitively bid, a labor agreement, or a personal employment contract?
☐ Yes
☒ No
If yes, identify the applicant(s), appellant(s), party, or participant(s):

Councilmembers should review campaign contributions received within the prior 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision. (Gov. Code § 84308). 226
Ordinance No. 1451
An Ordinance of the City Council of the City of Palm Desert, California, Amending Palm Desert Municipal Code Section

2.52.705(F), "Accrued Vacation Time Buy-Back," to Establish Annual Irrevocable Election Procedures, Increase Eligible Buy-Back Amounts, and Authorize a Limited Initial Implementation Transition Election Period
WHEREAS, the City of Palm Desert ("City") maintains personnel rules governing vacation leave benefits for eligible City employees; and WHEREAS, Palm Desert Municipal Code Section 2.52.705(F) currently authorizes eligible employees with one hundred twenty (120) accrued vacation hours to receive monetary compensation for up to eighty (80) hours of accrued vacation per calendar year, upon written request; and
WHEREAS, the City Council desires to update the vacation leave buy-back program to provide clearer eligibility tiers, increase flexibility for employees with higher vacation leave balances, and support consistent payroll administration; and WHEREAS, the City Council desires to structure the program to require a written, irrevocable election before the applicable vacation leave is accrued, except for a limited initial implementation transition election period authorized by this Ordinance; and WHEREAS, the City Council finds that prior-year irrevocable election procedures and clear administrative controls are intended to reduce the risk of unintended tax consequences, including issues related to constructive receipt of income, and to support consistent payroll reporting; and
WHEREAS, the City Council desires to authorize the City Manager or designee to establish administrative procedures, forms, and deadlines necessary to implement the amended vacation leave buy-back program; and
WHEREAS, the City Council finds that this Ordinance is an administrative personnel action and is not a "project" within the meaning of the California Environmental Quality Act because it has no potential to result in a direct or reasonably foreseeable indirect physical change in the environment; and
WHEREAS, all legal prerequisites to the adoption of this Ordinance have occurred. 227
Ordinance No. 1451 Page 2
The City Council of the City of Palm Desert, California, Does Ordain as Follows:

SECTION 1. Recitals. The City Council finds that the foregoing recitals are true and correct and are incorporated herein as substantive findings of this Ordinance.

SECTION 2. Amendment to Palm Desert Municipal Code Section 2.52.705(F). Palm Desert Municipal Code Section 2.52.705(F), "Accrued Vacation Time Buy-Back," is hereby amended to read as set forth in Exhibit "A," attached hereto and incorporated herein by this reference.

SECTION 3. Implementation Authority. The City Manager or designee is authorized to take all actions necessary to implement this Ordinance, including preparation of election forms, payroll procedures, administrative guidelines, transition election procedures, and employee notices consistent with Palm Desert Municipal Code Section

2.52.705(F), as amended.

SECTION 4. No Conflict With Controlling Agreements. This Ordinance shall not supersede any employment agreement, collective bargaining agreement, or other controlling personnel policy to the extent such agreement or policy provides otherwise.

SECTION 5. Severability. If any section, subsection, sentence, clause, phrase, or portion of this Ordinance is held invalid or unconstitutional by a court of competent jurisdiction, the remaining portions of this Ordinance shall remain in full force and effect.

The City Council declares that it would have adopted this Ordinance and each section, subsection, sentence, clause, phrase, and portion thereof, irrespective of the fact that any one or more portions may be declared invalid or unconstitutional.

SECTION 6. Effective Date. This Ordinance shall take effect thirty (30) days after its adoption. Within fifteen (15) days after adoption, the City Clerk shall cause the Ordinance, or a summary thereof, to be published in the manner required by law.

ADOPTED ON ___________________.

EVAN TRUBEE
MAYOR
ATTEST:

ANTHONY J. MEJIA

CITY CLERK
228
Ordinance No. 1451 Page 3
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, California, do hereby certify that Ordinance No. 1451 is a full, true, and correct copy, and was introduced at a regular meeting of the Palm Desert City Council on May 28, 2026, and adopted at a regular meeting of the City Council held on ______________, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ____________________.

ANTHONY J. MEJIA

CITY CLERK
229
Ordinance No. 1451 Page 4
EXHIBIT "A"

PROPOSED AMENDMENTS TO
PALM DESERT MUNICIPAL CODE SECTION 2.52.705(F)

VACATION LEAVE BUY-BACK

2.52.705 Vacation leave.

As currently written:

F. Accrued Vacation Time Buy-Back. All regular full and half-time employees with one hundred twenty accrued vacation hours, may, upon written request, be compensated for up to a maximum of eighty hours of accrued vacation per calendar year, instead of taking vacation time off. The same applies to exempt employees in Group A and Group B.

Amended to read as follows:

F. Accrued Vacation Time Buy-Back. Regular full-time and half-time employees, except as otherwise provided by an employment agreement, collective bargaining agreement, or other controlling personnel policy, may make an annual irrevocable election to receive monetary compensation for a portion of vacation leave to be accrued in the following calendar year, subject to the requirements of this subsection.

1. Annual Election Required. On or before December 31 of each calendar year, an eligible employee may submit a written, irrevocable election to buy back a specified number of vacation leave hours to be accrued during the following calendar year. The calendar year in which the election is made is the "Election Year," and the following calendar year is the "Payout Year."

2. Eligibility and Maximum Buy-Back Amounts. An employee's maximum election shall be based on the employee's accrued vacation leave balance as of December 1 of the Election Year, as follows:
a. Employees with 200 or more hours of accrued vacation leave may elect to buy back up to 160 hours during the Payout Year.
b. Employees with 120 or more hours of accrued vacation leave may elect to buy back up to 80 hours during the Payout Year.
c. Employees with 80 or more hours of accrued vacation leave may elect to buy back up to 40 hours during the Payout Year.

3. Limitation to Payout-Year Accruals. Except as expressly provided in paragraph 6 for the initial implementation period, buy-back payments under this subsection shall apply only to vacation leave accrued during the Payout Year and shall not exceed the amount elected by the employee or the amount of vacation leave actually accrued and available for buy-back during the Payout Year, whichever is less.

4. Payment During Payout Year. During the Payout Year, an employee who made a timely irrevocable election may request payment of all or part of the elected amount in writing, 230
Ordinance No. 1451 Page 5
subject to payroll procedures established by the City Manager or designee. Any elected amount not requested for payment by December 1 of the Payout Year shall be paid to the employee on or before December 31 of the Payout Year, provided the employee has accrued sufficient vacation leave and the payment is consistent with applicable law.

5. No Expansion of Leave Accrual or Use Rights. This subsection authorizes monetary compensation for eligible vacation leave only. It does not increase an employee's rate of vacation accrual, modify vacation scheduling requirements, or limit the City's authority to approve or deny vacation use based on operational needs.

6. Initial Implementation Transition Election Period. For the first calendar year in which this subsection is effective, the City Manager or designee may establish one additional transition election period. An eligible employee may submit a written, irrevocable transition election during that period to buy back additional vacation leave hours in the same calendar year, provided that:
a. the transition election shall apply only to vacation leave accrued after the date of the employee's transition election, unless the City Attorney and Finance Director determine that a different treatment is permissible under applicable law and payroll tax requirements;
b. the transition election shall be irrevocable once submitted; c. the employee must satisfy the applicable vacation leave balance threshold as of a date established by the City Manager or designee during the transition election period; d. the total number of vacation leave hours bought back during the initial implementation calendar year shall not exceed 160 hours per employee; and e. the transition election period shall automatically expire at the end of the initial implementation calendar year and shall not apply in any subsequent calendar year unless reauthorized by ordinance.

7. Separation from Employment During Payout Year. If an employee separates from City employment during the Payout Year after making a timely irrevocable election under this subsection, the City shall pay the employee for any elected vacation buy-back hours that have been accrued during the Payout Year and remain available for buy-back as of the employee's separation date. If the employee has not accrued sufficient vacation leave during the Payout Year to satisfy the full amount elected, the City shall pay only the amount of vacation leave actually accrued and available for buy-back as of the separation date. Any elected amount that has not been accrued as of the separation date shall not be payable.

Payment shall be made in accordance with the City's regular payroll procedures and applicable law.

8. Other Vacation Payout Rights Preserved. Nothing in this subsection shall reduce or limit any separate payment for accrued vacation leave otherwise due to the employee upon separation under this Code, an employment agreement, collective bargaining agreement, personnel policy, or applicable law.
231
Ordinance No. 1451 Page 6

9. Administrative Procedures. The City Manager or designee may adopt administrative procedures and forms necessary to implement this subsection, including procedures for election deadlines, payroll processing, minimum leave-balance requirements, verification of eligible accruals, treatment of employees who separate employment during a Payout Year, and other procedures necessary to ensure consistent administration and compliance with applicable law.
232

City of Palm Desert Staff Report
Meeting Date: June 11, 2026
Prepared By: Michelle Nance, Assistant City Clerk
Department: City Clerk’s Office
Subject: 2026 Biennial Notice for City Staff to Review the Conflict of Interest Code Pursuant to the Political Reform Act
Recommendation
Adopt a resolution entitled “A Resolution of the City Council of the City of Palm Desert, California, Directing City Staff to Review the Conflict of Interest Code and Submit the 2026 Biennial Notice as Required under the Political Reform Act.” Background
The Political Reform Act requires every local government agency to review its Conflict of Interest Code biennially and make amendments when circumstances change. By July 1, 2026, the Code Reviewing Body (City Council) must notify each agency within its jurisdiction to review its Conflict of Interest Code. Adoption of the proposed resolution initiates the review process, which requires staff to submit a biennial notice indicating whether amendments are necessary. The completed notices must be filed with the Code Reviewing Body no later than October 1, 2026.

Legal Review
This report has been reviewed by the City Attorney’s Office.

Financial Impact
There is no financial impact with this action.

Attachments

1. Draft resolution
233

Conflict of Interest Awareness Checklist
Note: This checklist is informational only and does not constitute a legal determination. Each Councilmember remains responsible for identifying, disclosing, and evaluating any disqualifying interests under the Political Reform Act and applicable FPPC regulations.

1. Site-Specific Property Interest
Does this item involve a project site or other identifiable real property? ☐ Yes
☒ No
If yes, identify the project site:

Councilmembers should consider whether they own, lease, or hold interests in real property within 1,000 feet of the project site. (Gov. Code § 87103(b); FPPC Reg. 18702.2).

2. SB 1439 / Gov. Code § 84308 Applicability (Campaign Contributions) Does this item involve a license, permit, other entitlement for use, or a contract or franchise agreement that is not competitively bid, a labor agreement, or a personal employment contract?
☐ Yes
☒ No
If yes, identify the applicant(s), appellant(s), party, or participant(s):

Councilmembers should review campaign contributions received within the prior 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision. (Gov. Code § 84308). 234
Resolution No. 2026-____
A Resolution of the City Council of the City of Palm Desert, California, Directing City Staff to Review the Conflict of Interest Code and Submit the 2024 Biennial Notice as Required Under the Political Reform Act Whereas, the Political Reform Act requires cities to adopt a Conflict of Interest Code; and
Whereas, the Conflict of Interest Code must be reviewed every two years and amended when circumstances change; and
Whereas, no later than July 1st of each even-numbered year, code reviewing bodies must notify each agency (department) within their jurisdiction to review its Conflict of Interest Code; and
WHEREAS, the City Council is the code reviewing body for the City of Palm Desert; and
WHEREAS, no later than October 1st of each even-numbered year, City staff shall submit to the code reviewing body a notice indicating whether an amendment is necessary.

Now, therefore, be it resolved by the City Council of the City of Palm Desert, California, as follows:

Section 1. That the foregoing Recitals are true and correct and are incorporated herein by this reference.

Section 2. The City Council directs City staff to review the Conflict of Interest Code, and if a change is necessitated by changed circumstances, to submit a 2026 Local Agency Biennial Notice, or to submit a report stating that no amendment is necessary.

Section 3. The City Clerk shall transmit the Biennial Notice and recommendations to the City Council by no later than the Regular City Council meeting of September 10, 2026.

Section 4. The City Clerk shall certify the adoption of this resolution. 235
Resolution No. 2026-____ Page 2
Adopted on __________________.

Evan Trubee
Mayor
Attest:

Anthony J. Mejia
City Clerk
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2026-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote:

Ayes:

Noes:

Absent:

Abstain:

Recused:

In witness whereof, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________.

Anthony J. Mejia
City Clerk
236

City of Palm Desert Staff Report
Meeting Date: June 11, 2026
Prepared By: Monique Lomeli, Senior Deputy Clerk
Department: City Clerk’s Office
Subject: Ratification of Letters Supporting the City of Indian Wells Grant Applications Recommendation
Ratify the issuance of the letters supporting the City of Indian Wells’ application for funding through the Safe Streets and Roads for All (SS4A) Implementation Grant Program and the California Transportation Commission’s Active Transportation Cycle 8 Grant Program.

Background
On May 21, 2026, the City of Palm Desert submitted letters of support for the City of Indian Wells’ applications for funding through the California Transportation Commission’s Active Transportation Program (ATP) Cycle 8 Grant Program and the U.S. Department of Transportation’s Safe Streets and Roads for All (SS4A) Implementation Grant Program.

The ATP application seeks funding for the Indian Wells Complete Streets Project, which would implement multimodal transportation improvements along Cook Street and Fairway Drive, including traffic-calming measures, buffered bicycle lanes, and enhanced pedestrian crossings.

The SS4A application seeks funding for the Indian Wells Safety Action Implementation Project, which would implement roadway safety improvements along the Highway 111 corridor, including pedestrian crossing enhancements, speed reduction measures, and other infrastructure to reduce severe and fatal collisions and improve safety for all roadway users.

Both projects are regionally significant to Palm Desert because the affected corridors serve residents, employees, businesses, and visitors traveling throughout the Coachella Valley. The proposed improvements support regional mobility, transportation reliability, multimodal connectivity, and coordinated safety planning efforts shared among neighboring jurisdictions, while improving access to employment centers, commercial areas, recreational destinations, and community-serving uses.

The Mayor and Mayor Pro Tem reviewed and approved the letters in advance of formal ratification by the City Council pursuant to Resolution No. 2025-020.

Legal Review
This report has been reviewed by the City Attorney’s Office.

Financial Impact
There is no financial impact associated with this action. 237

Attachments

1. Letter of Support – Safe Streets and Roads for All

2. Letter of Support – Active Transportation Program
238

Conflict of Interest Awareness Checklist
Note: This checklist is informational only and does not constitute a legal determination. Each Councilmember remains responsible for identifying, disclosing, and evaluating any disqualifying interests under the Political Reform Act and applicable FPPC regulations.

1. Site-Specific Property Interest
Does this item involve a project site or other identifiable real property? ☐ Yes
☒ No
If yes, identify the project site:

Councilmembers should consider whether they own, lease, or hold interests in real property within 1,000 feet of the project site. (Gov. Code § 87103(b); FPPC Reg. 18702.2).

2. SB 1439 / Gov. Code § 84308 Applicability (Campaign Contributions) Does this item involve a license, permit, other entitlement for use, or a contract or franchise agreement that is not competitively bid, a labor agreement, or a personal employment contract?
☐ Yes
☒ No
If yes, identify the applicant(s), appellant(s), party, or participant(s):

Councilmembers should review campaign contributions received within the prior 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision. (Gov. Code § 84308). 239
240

CITY OF PALM DESERT
73-510 Fred Waring Drive
Palm Desert, California 92260
Tel: 760-346-0611
[email protected]
May 21, 2026

VIA EMAIL
U.S. Department of Transportation
Attn: Office of Infrastructure Finance and Innovation
Safe Streets and Roads for All (SS4A) Program
1200 New Jersey Avenue, SE
Washington, DC 20590
RE: Letter of Support for the Indian Wells Safety Action Implementation Project Dear Grant Funding Selection Committee:

The City of Palm Desert supports the City of Indian Wells’ application for funding through the Safe Streets and Roads for All (SS4A) Implementation Grant Program for the Indian Wells Safety Action Implementation Project.

Palm Desert and Indian Wells share significant daily travel demand driven by employment centers, tourism destinations, regional shopping, entertainment venues, and major events.

Highway 111 functions as one of the most heavily traveled corridors in the Coachella Valley, serving residents and visitors traveling between Palm Desert, Indian Wells, La Quinta, and surrounding communities.

Safety improvements along this corridor will provide direct benefits to Palm Desert residents, workers, and businesses. Because Highway 111 serves as a continuous regional corridor across multiple jurisdictions, coordinated safety improvements in Indian Wells will complement ongoing and future mobility and safety efforts throughout the Coachella Valley.

The Indian Wells project reflects best practices in Vision Zero and Safe System planning through the use of five years of crash data to prioritize interventions at locations with high rates of severe and fatal collisions. The proposed investments will enhance safety for all roadway users, including pedestrians, bicyclists, transit riders, and motorists, while helping maintain economic vitality and accessibility within a high-volume visitor-serving corridor.
241
SS4A Implementation Grant (Support)
May 21, 2026

Palm Desert particularly values the project’s emphasis on improving pedestrian crossings and reducing unsafe speeds. These improvements will increase safety and comfort for residents and visitors alike, improve overall transportation system reliability, and support the shared goal of creating safe and welcoming streets throughout the Coachella Valley.

The City of Palm Desert strongly supports this application and respectfully encourages the U.S. Department of Transportation to fund this important regional safety investment.

Sincerely,
Mayor Evan Trubee
City of Palm Desert
cc:

Angelica Avila, City of Indian Wells
242

CITY OF PALM DESERT
73-510 Fred Waring Drive
Palm Desert, California 92260
Tel: 760-346-0611
[email protected]
May 21, 2026

VIA EMAIL
Tanisha Taylor
Executive Director
California Transportation Commission
1120 N Street
Sacramento, CA 95814
RE: Letter of Support for the City of Indian Wells’ Grant Application for the Active Transportation Program Cycle 8 Grant Program
Dear Director Taylor,
On behalf of the City of Palm Desert, I am writing to express our strong support for the City of Indian Wells’ application for Active Transportation Program (ATP) Cycle 8 funding for the Indian Wells Complete Streets Project.

The corridors identified in this proposal, specifically Cook Street and Fairway Drive, serve as important transportation connections for residents of both Palm Desert and Indian Wells. Enhancements such as traffic-calming measures, buffered bicycle lanes, and improved pedestrian crossings will improve safety, accessibility, and connectivity for residents and visitors traveling throughout the region. These improvements will also facilitate safer access to employment centers, shopping destinations, recreational amenities, and other community-serving uses shared by both cities.

The proposed project represents an important investment in regional mobility and multimodal transportation infrastructure within the Coachella Valley. By prioritizing active transportation improvements, the City of Indian Wells is advancing shared regional goals related to safety, accessibility, sustainability, and quality of life. Palm Desert believes these improvements will provide meaningful public benefits for residents who travel between our communities for work, recreation, and daily activities. 243
ATP Cycle 8 Grant (Support)
May 21, 2026

The City of Palm Desert respectfully encourages the California Transportation Commission to support this application and fund this important regional active transportation investment.

Sincerely,
Mayor Evan Trubee
City of Palm Desert
cc:

Angelica Avila, City of Indian Wells
244

City of Palm Desert Staff Report
Meeting Date: June 11, 2026
Prepared By: Michelle Nance, Assistant City Clerk
Anthony J. Mejia, City Clerk
Department: City Clerk’s Office
Subject: Resolutions Calling the November 3, 2026, General Municipal Election, Ordering Services, and Adopting Regulations for Candidate Statements Recommendation

1. Adopt a resolution entitled “A Resolution of the City Council of the City of Palm Desert, California, Calling for a General Municipal Election to be Held on Tuesday, November 3, 2026, for the Election of Certain Officers as Required by the Provisions of the Laws of the State of California and City Charter.”

2. Adopt a resolution entitled “A Resolution of the City Council of the City of Palm Desert, California, Requesting the Board of Supervisors of the County of Riverside to Consolidate a General Municipal Election to be held on Tuesday, November 3, 2026, with the Statewide General Election to be Held on that Date Pursuant to Elections Code Section 10403.”

3. Adopt a resolution entitled “A Resolution of the City Council of the City of Palm Desert, California, Adopting Regulation for Candidate for Elective Office Pertaining to Candidate Statements Submitted to the Voters at the General Municipal Election to be Held on Tuesday, November 3, 2026.”
Background/Analysis:

Pursuant to Palm Desert Municipal Code (PDMC) Section 2.38, the City shall hold its General Municipal Election on November 3, 2026, for the election of two (2) members of the City Council, one from District 4 and one from District 5, each for the full term of four (4) years.

Three resolutions are necessary to facilitate the General Municipal Election:

1. Calling the Election: This resolution calls for the holding of the election; directs the City Clerk to give further notice as provided for in the California Elections Code, and provides for the City Clerk to coordinate with the Registrar of Voters to procure and furnish all supplies and equipment necessary to conduct the election.

2. Requesting Consolidation with the Statewide General Election: This resolution requests that the Riverside County Board of Supervisors consolidate the General Municipal Election with the Statewide General Election held on the same date and authorizes the Registrar of Voters to canvass the returns.

3. Candidate Statement: This resolution adopts rules and regulations for the submission of Candidate Statements as authorized by Section 13307 of the California Elections Code.
245

In accordance with the California Elections Code, the official period for a candidate to pull and file nomination papers is July 13 to August 7, 2026, and each candidate shall be proposed by not less than twenty (20) nor more than thirty (30) voters of the district. Additionally, if an incumbent eligible to run for that office does not file by the end of the nomination period, an extended nomination period will be effectuated, pursuant to the Elections Code Section 10225, and candidates other than the incumbent may file nomination papers for that office until Wednesday, August 12, 2026.

Legal Review
This report has been reviewed by the City Attorney’s Office.

Financial Impact
The cost of the election will be influenced by the number of candidates filing for elected office.

The Registrar of Voters provided a base cost of $3.50 per voter. There is sufficient money set aside in the City Clerk’s budget to pay these costs.

Below is a breakdown of the election cost estimates provided by the Registrar of Voters:

District 4 $24,500
District 5 $25,700
Total Estimated Cost $50,200
Attachments

1. Draft Resolution – Calling the Election

2. Draft Resolution – Requesting Consolidation

3. Draft Resolution – Candidate Statement
246

Conflict of Interest Awareness Checklist
Note: This checklist is informational only and does not constitute a legal determination. Each Councilmember remains responsible for identifying, disclosing, and evaluating any disqualifying interests under the Political Reform Act and applicable FPPC regulations.

1. Site-Specific Property Interest
Does this item involve a project site or other identifiable real property? ☐ Yes
☒ No
If yes, identify the project site:

Councilmembers should consider whether they own, lease, or hold interests in real property within 1,000 feet of the project site. (Gov. Code § 87103(b); FPPC Reg. 18702.2).

2. SB 1439 / Gov. Code § 84308 Applicability (Campaign Contributions) Does this item involve a license, permit, other entitlement for use, or a contract or franchise agreement that is not competitively bid, a labor agreement, or a personal employment contract?
☐ Yes
☒ No
If yes, identify the applicant(s), appellant(s), party, or participant(s):

Councilmembers should review campaign contributions received within the prior 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision. (Gov. Code § 84308). 247
248
Resolution No. 2026-____
A Resolution of the City Council of the City of Palm Desert, California, Calling for a General Municipal Election to be Held on Tuesday, November 3, 2026, for the Election of Certain Officers as Required by the Provisions of the Laws of the State of California and City Charter Whereas, pursuant to the provisions of the Charter of the City of Palm Desert and Chapter 2.38 of the Palm Desert Municipal Code, a General Municipal Election shall be held on November 3, 2026, for the election of two (2) members of the City Council, one from District 4 and one from District 5, each for the full term of four (4) years.

Now, therefore, be it resolved by the City Council of the City of Palm Desert, California, as follows:

Section 1. That the foregoing Recitals are true and correct and are incorporated herein by this reference.

Section 2. That pursuant to the requirements of the Charter of the City of Palm Desert, Palm Desert Municipal Code, and the laws of the State of California relating to elections; there is called and ordered to be held in the City of Palm Desert, California, on Tuesday, November 3, 2026, a General Municipal Election for the purpose of for the election of two (2) members of the City Council, one from District 4 and one from District 5, each for the full term of four (4) years.

Section 3. That the City Clerk is authorized, instructed, and directed to coordinate with the County of Riverside Registrar of Voters to procure and furnish any and all official ballots, notices, printed matter and all supplies, equipment and paraphernalia that may be necessary to properly and lawfully conduct the election.

Section 4. That the ballots to be used at the election shall be in form and content as required by law.

Section 5. That the vote center locations and hours of operations, ballot drop box locations and hours of operations, vote-by-mail procedures and timing, the election officers, and all other persons and procedures for the General Municipal Election shall be the same as those utilized by the County of Riverside and in compliance with the Elections Code of the State of California.

Section 6. That in all particulars not recited in this resolution, the election shall be held and conducted as provided by law for holding municipal elections.

Section 7. That notice of the time and place of holding the election is given and the City Clerk is authorized, instructed, and directed to give further or additional notice of 249
Resolution No. 2026-____ Page 2
the election, in time, form, and manner as required by law.

Section 8. That in the event of a tie vote (if any two or more persons receive an equal and the highest number of votes for an office) as certified by the Election Official, the City Council, in accordance with California Elections Code Section 15651(a), shall set a date, time, and place and summon the candidates who have received the tie votes to appear and will determine the tie by a method of chance.

Section 9. Pursuant to Section 10263 of the California Elections Code, the canvass of the General Municipal Election is ordered to be made by the City Clerk. The City Clerk may designate the Registrar of Voters of the County of Riverside to conduct and complete the canvass.

Section 10. The City Council authorizes the City Clerk to administer said election and all reasonable and actual election expenses shall be paid by the City upon presentation of a properly submitted bill.

Section 11. The City Clerk is hereby directed to file a certified copy of this resolution with the County of Riverside Board of Supervisors and the County of Riverside Registrar of Voters.

Adopted on __________________.

Evan Trubee
Mayor
Attest:

Anthony J. Mejia
City Clerk
250
Resolution No. 2026-____ Page 3
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2026-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote:

Ayes:

Noes:

Absent:

Abstain:

Recused:

In witness whereof, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________.

Anthony J. Mejia
City Clerk
251
252
Resolution No. 2026-____
A Resolution of the City Council of the City of Palm Desert, California, Requesting the Board of Supervisors of the County of Riverside to Consolidate a General Municipal Election to be Held on Tuesday, November 3, 2026, with the Statewide General Election to be Held on That Date Pursuant to Elections Code Section 10403
Whereas, pursuant to the provisions of the Charter of the City of Palm Desert and Chapter 2.38 of the Palm Desert Municipal Code, a General Municipal Election shall be held on November 3, 2026, for the election of two (2) members of the City Council, one from District 4 and one from District 5, each for the full term of four (4) years, and
Whereas, it is desirable that the General Municipal Election be consolidated with the Statewide General Election to be held on the same date and that within the City of Palm Desert the precincts, polling places, and election officers of the two elections be the same, and that the County of Riverside Registrar of Voters canvass the returns of the General Municipal Election and that the election be held in all respects as if there were only one election.

Now, therefore, be it resolved by the City Council of the City of Palm Desert, California, as follows:

Section 1. That the foregoing Recitals are true and correct and are incorporated herein by this reference.

Section 2. That pursuant to the requirements of Section 10403 of the California Elections Code, the Board of Supervisors of the County of Riverside is hereby requested to consent and agree to the consolidation of a General Municipal Election with the Statewide General Election on Tuesday, November 3, 2026.

Section 3. That the County of Riverside Registrar of Voters is authorized to canvass the returns and perform all other proceedings incidental to and connected with the General Municipal Election. The Election shall be held in all respects as if there were only one election, and only one form of the ballot shall be used. Pursuant to Elections Code sections 10403 and 10418, the election will be held and conducted in accordance with the provisions of law regulating the Statewide Election.

Section 4. The Board of Supervisors is requested to issue instructions to the Registrar of Voters to take any and all steps necessary for the holding of the consolidated election.

Section 5. The City Council determines and declares that the City will pay to the County the reasonable and actual expenses incurred by the County by the consolidation 253
Resolution No. 2026-____ Page 2
of the General Municipal Election with the Statewide General Election. The City shall reimburse the County for services performed when the work is completed and upon presentation to the City of a properly approved bill. The City Manager of the City of Palm Desert is authorized and directed to pay the expenses incurred upon receipt of a statement from the County of Riverside.

Section 6. The City Clerk is hereby directed to file a certified copy of this resolution with the County of Riverside Board of Supervisors and the County of Riverside Registrar of Voters.

Adopted on __________________.

Evan Trubee
Mayor
Attest:

Anthony J. Mejia
City Clerk
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2026-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote:

Ayes:

Noes:

Absent:

Abstain:

Recused:

In witness whereof, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________.

Anthony J. Mejia
City Clerk
254
Resolution No. 2026-____
A Resolution of The City Council of The City of Palm Desert, California, Adopting Regulations for Candidates for Elective Office Pertaining to Candidate Statements Submitted to the Voters at the General Municipal Election to be Held on Tuesday, November 3, 2026
Whereas, pursuant to the provisions of the Charter of the City of Palm Desert and Chapter 2.38 of the Palm Desert Municipal Code, a General Municipal Election shall be held on November 3, 2026, for the election of two (2) members of the City Council, one from District 4 and one from District 5, each for the full term of four (4) years, and
Whereas, Section 13307 of the Elections Code of the State of California provides that the governing body of the local agency may adopt regulations pertaining to materials prepared by any candidate for a municipal election, including costs of the candidate statement.

Now, therefore, be it resolved by the City Council of the City of Palm Desert, California, as follows:

Section 1. That the foregoing Recitals are true and correct and are incorporated herein by this reference.

Section 2. General Provisions.

Pursuant to Sections 13307 and 13308 of the California Elections Code, each candidate for elective office to be voted for at the City of Palm Desert General Municipal Election to be held on Tuesday, November 3, 2026, may prepare a candidate’s statement on an appropriate form provided by the City Clerk. The statement may include the name, age, and occupation of the candidate, and a brief description of no more than 200 words of the candidate’s education and qualifications, expressed by the candidate themselves.

The statement shall not include the party affiliation of the candidate, nor membership or activity in partisan political organizations. In addition, the statement shall be limited to a recitation of the candidate’s own personal background and qualifications and shall not in any way make reference to other candidates for that office or to another candidate’s qualifications, character, or activities. The statement shall be filed in typewritten form in the Office of the City Clerk at the time the candidate’s nomination papers are filed. The statement may be withdrawn, but not changed, during the period for filing nomination papers and until 5:00 p.m. of the next working day after the close of the nomination period.

The City Clerk is NOT permitted to edit any material contained in candidate statements.

Candidates are responsible for proofreading, spelling, punctuation, and grammar. Since 255
Resolution No. 2026-____ Page 2
the statement cannot be changed after submission, it is important for candidates to carefully prepare and proofread their statements.

Section 3. Foreign Language Policy.

Pursuant to the Federal Voting Rights Act, candidate statements will be translated into all languages required by the County of Riverside. The County is required to translate candidate statements into the following language(s): Spanish.

The County will print and mail voter information guides and candidate’s statements to all voters in Spanish and any other required translation languages to only those voters who are on the County voter file as having requested a sample ballot in a particular language. The County will make the sample ballots/voter information guides and candidate’s statements in the required languages available at all polling places/voting centers, on the County’s website, and in the Election Official’s office.

Section 4. Payment.

The candidate shall be required to pay for the cost of translating the candidate statements into any required foreign language pursuant to federal and/or state law.

The candidate shall be required to pay the cost of printing the candidate statement in English and any other language required in the voter information guide.

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

The estimate is an approximation of the actual costs, which vary from one election to another and may be significantly more or less than the estimate, depending on the number of candidates who file statements. Accordingly, the City Clerk is not bound by the estimate and may, on a pro-rata basis, bill the candidate for additional actual expenses or refund any excess paid, depending on the final actual cost.

Section 5. Miscellaneous.

A) The City Clerk shall allow italics, underlining, and bullet points but shall not allow bold font or ALL CAPS.

B) The City Clerk shall comply with all recommendations and standards set forth by the California Secretary of State regarding occupational designations and other matters relating to elections.
256
Resolution No. 2026-____ Page 3
C) All translations shall be provided by professionally certified translators.

Section 6. Additional Materials.

No candidate will be permitted to include additional materials in the voter information guide.

Section 7. The City Clerk is directed to provide each candidate or the candidate’s representative with a copy of this Resolution at the time nomination papers are issued.

Section 8. All previous resolutions adopting regulations for candidate statements are repealed.

Section 9. The City Clerk shall certify the adoption of this resolution.

Adopted on __________________.

Evan Trubee
Mayor
Attest:

Anthony J. Mejia
City Clerk
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2026-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote:

Ayes:

Noes:

Absent:

Abstain:

Recused:

In witness whereof, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________.

Anthony J. Mejia
City Clerk
257
258

City of Palm Desert Staff Report
Meeting Date: June 11, 2026
Prepared By: Monique Lomeli, Senior Deputy Clerk
Anthony J. Mejia, City Clerk
Department: City Clerk’s Office
Subject: Appointments to the City’s Boards, Commissions, and Committees Recommendation
Appoint or reappoint the individuals outlined in the staff report to serve on the City of Palm Desert’s Boards, Commissions, and Committees for the term of July 1, 2026, through June 30, 2030, except as noted.

Background
The City annually recruits applicants to serve on the City’s boards, commissions, and committees (“Appointed Bodies”). Pursuant to the City’s Interview and Appointment Policy, adopted by Resolution No. 2026-016, the City Council interviewed applicants on May 27, 2026.

Following the interviews, Councilmembers completed evaluation forms, and the City Clerk tabulated the results in accordance with the adopted policy.

Analysis
The policy provides that applicants receiving the highest average scores are identified as the recommended appointees. However, the tabulated results are advisory, and final appointments are made by the City Council.

This report summarizes the interview results and proposed appointments for the Architectural Review Commission, Cultural Arts Committee, Civic Engagement Committee, Finance Committee, Housing Commission, Library Advisory Committee, Parks and Recreation Committee, and Planning Commission.

For the Civic Engagement Committee, David Emenhiser and Sohelia Crane were among the highest-scoring applicants. However, Emenhiser expressed a preference for appointment to the Finance Committee, and Crane expressed a preference for appointment to the Cultural Arts Committee. After accounting for applicant preferences, the next highest-scoring candidates were identified to fill the remaining Civic Engagement Committee seats.

The Councilmembers’ individual voting sheets and the complete tabulation of results are on file in the City Clerk’s Office and available for public inspection upon request. 259

Appointed
Body
Seats
to Fill
Interview Results Proposed Term / Notes
Architectural
Review
Commission
3 Francisco Sanchez (14.8)
Jorge Garcia (14.4)
Jim Blakeley (13.8)
Reappoint July 1, 2026 – June 30, 2030
Appoint July 1, 2026 – June 30, 2030
Reappoint July 1, 2026 – June 30, 2030
Cultural Arts
Committee
3 Kevin Cox (13.6)
Sohelia Crane (13.2)
Elizabeth Hauer (13.2)
Appoint July 1, 2026 – June 30, 2030
Appoint July 1, 2026 – June 30, 2030
Reappoint July 1, 2026 – June 30, 2030
Civic
Engagement
Committee
4 David Emenhiser (13.8)
John Holan (13.6)
Sohelia Crane (13.25)
Carla Sullivan-Dilley
(13.2)
Joyce Haraughty (12)
Terry Stone (11)
Preference: Finance Committee
Appoint July 1, 2026 – June 30, 2030
Preference: Cultural Arts Committee
Appoint July 1, 2026 – June 30, 2030
Reappoint July 1, 2026 – June 30, 2030
Appoint July 1, 2026 – June 30, 2030
Finance
Committee
1 David Emenhiser (15.0) Appoint July 1, 2026 – June 30, 2030 Housing
Commission
1* Dominic Moore (13.2) Reappoint July 1, 2026 – June 30, 2030 Library
Advisory
Committee
2 Cathy Malone (13.2)
Jacob Frick (12.4)
Reappoint July 1, 2026 – June 30, 2030
Appoint July 1, 2026 – June 30, 2030
Parks and
Recreation
Committee
2 Brett Moscrop (13.8)
David O’Donnell (9.6)
Appoint July 1, 2026 – June 30, 2030
Reappoint July 1, 2026 – June 30, 2029
Planning
Commission
1 John Collum (15.0) Reappoint July 1, 2026 – June 30, 2030 *This position requires the appointee to be a tenant of a Palm Desert Housing Authority property.

Financial Impact
There is no financial impact associated with the requested action.

Attachments
None.
260

Conflict of Interest Awareness Checklist
Note: This checklist is informational only and does not constitute a legal determination. Each Councilmember remains responsible for identifying, disclosing, and evaluating any disqualifying interests under the Political Reform Act and applicable FPPC regulations.

1. Site-Specific Property Interest
Does this item involve a project site or other identifiable real property? ☐ Yes
☒ No
If yes, identify the project site:

Councilmembers should consider whether they own, lease, or hold interests in real property within 1,000 feet of the project site. (Gov. Code § 87103(b); FPPC Reg. 18702.2).

2. SB 1439 / Gov. Code § 84308 Applicability (Campaign Contributions) Does this item involve a license, permit, other entitlement for use, or a contract or franchise agreement that is not competitively bid, a labor agreement, or a personal employment contract?
☐ Yes
☒ No
If yes, identify the applicant(s), appellant(s), party, or participant(s):

Councilmembers should review campaign contributions received within the prior 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision. (Gov. Code § 84308). 261
262

City of Palm Desert Staff Report
Meeting Date: June 11, 2026
Prepared By: Thomas Soule, Marketing & Tourism Manager
Department: Economic Development
Subject: Appoint Amy Smith to the Board of Directors of the El Paseo Parking and Business Improvement District.

Recommendation
Appoint Amy Smith to the Board of Directors of the El Paseo Parking and Business Improvement District (EPPBID) for the remainder of a term expiring June 30, 2028, to fill the seat vacated by David Fletcher.

Background
Per its bylaws, the EPPBID Board has a process for filling vacancies that differs from the City's other committees and commissions. Applicants are interviewed by a membership subcommittee, which reports its findings to the full Board. The Board then recommends a candidate to the City Council to fill the vacancy.

Ms. Smith's application was reviewed by the membership subcommittee and subsequently considered by the EPPBID Board at its regular meeting on April 16, 2026. The Board voted unanimously to recommend her appointment.

Ms. Smith serves as Senior Vice President of Chartwell Properties, a property owner and member of the EPPBID. She has regularly attended EPPBID Board meetings and will fill the vacancy left by David Fletcher's departure. The term began July 1, 2025, and expires June 30, 2028.

Appointed Body Recommendation
At its regular meeting on April 16, 2026, the EPPBID Board of Directors voted unanimously to recommend Amy Smith for appointment to the Board.

Environmental Review
This action is not a project under the California Environmental Quality Act because it is an administrative, organizational, procedural, fiscal, or informational activity that will not result in a direct or reasonably foreseeable indirect physical change in the environment.

Legal Review
This report has been reviewed by the City Attorney’s Office. 263

Financial Impact
There is no fiscal impact to the General Fund with this action. 264

Conflict of Interest Awareness Checklist
Note: This checklist is informational only and does not constitute a legal determination. Each Councilmember remains responsible for identifying, disclosing, and evaluating any disqualifying interests under the Political Reform Act and applicable FPPC regulations.

1. Site-Specific Property Interest
Does this item involve a project site or other identifiable real property? ☐ Yes
☒ No
If yes, identify the project site:

Councilmembers should consider whether they own, lease, or hold interests in real property within 1,000 feet of the project site. (Gov. Code § 87103(b); FPPC Reg. 18702.2).

2. SB 1439 / Gov. Code § 84308 Applicability (Campaign Contributions) Does this item involve a license, permit, other entitlement for use, or a contract or franchise agreement that is not competitively bid, a labor agreement, or a personal employment contract?
☐ Yes
☒ No
If yes, identify the applicant(s), appellant(s), party, or participant(s):

Councilmembers should review campaign contributions received within the prior 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision. (Gov. Code § 84308). 265
266

City of Palm Desert Staff Report
Meeting Date: June 11, 2026
Prepared By: Daniel Hurtado, Public Safety Coordinator
Department: City Manager's Office
Subject: Approve Flock Safety Amendment Order Form and Authorize Continued Expansion of the City’s Public Safety Camera System Under Contract No. C47070 Recommendation

1. Approve the Flock Safety Amendment Order Form to Contract No. C47070.

2. Authorize the City Manager to execute the Amendment Order Form and related documents.

3. Authorize the City Manager or designee to execute future order forms, amendments, equipment additions, relocations, and related documents necessary to maintain and expand the City’s public safety camera system, provided the total contract amount does not exceed $2,500,000 through June 30, 2029.

4. Find that the action is exempt from further environmental review under the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Sections 15301 and 15303.

Executive Summary
The City’s Flock Safety camera system is an important public safety tool for the Riverside County Sheriff’s Office in Palm Desert, supporting investigative leads, stolen-vehicle recovery, suspect identification, faster case resolution, and crime-prevention efforts.

The City’s approved Flock camera system includes 157 total cameras, with 148 currently deployed. The remaining nine cameras are located along the El Paseo business corridor and were previously ordered but have not yet been installed. The proposed Amendment Order Form converts these nine pending cameras to solar-powered equipment. This approach is more efficient and cost-effective than trenching, hardwiring, or installing additional equipment on traffic signal poles, and it reduces potential impacts to existing City infrastructure. The solar conversion will result in a net annual contract increase of $2,250. Once the nine El Paseo cameras are installed, the City will have all 157 approved Flock cameras fully deployed and operational.

Staff is also requesting authorization for the City Manager or his designee to approve future Flock order forms, amendments, equipment additions, relocations, and related documents during the existing contract term, provided the total contract amount does not exceed $2,500,000 through June 30, 2029. This action would increase the City's total contract authority from $2,106,250 to $2,500,000, providing an additional $393,750 in available contract capacity for future camera installations, relocations, equipment upgrades, subscription costs, and other public safety needs identified in coordination with the Sheriff's Office. This authorization does not obligate the City to spend the full amount but provides flexibility to 267

address future public safety priorities without returning to City Council for minor contract modifications that remain within the approved spending limit.

Background
On June 9, 2022, the City Council awarded a contract to Flock Safety for the initial deployment of 49 Automated License Plate Recognition cameras throughout the City. Flock Safety was selected through a Request for Proposal process following review by a committee that included representatives from the City Council, Public Safety Commission, Riverside County Sheriff’s Office, and City staff. The system became operational in October 2022.

Since then, the Flock Safety system has become an effective public safety tool and force multiplier for the Sheriff’s Office by providing actionable information that supports investigations, helps identify vehicles associated with criminal activity, and assists with faster case resolution.

On February 15, 2024, the City Council approved Contract No. C47070 with Flock Safety for a five-year software subscription through June 30, 2029. The contract consolidated prior deployment phases and secured a fixed subscription rate of $2,500 per camera per year for the City’s existing system. On April 10, 2025, the City Council approved Amendment No. 1 for the purchase and installation of 44 additional cameras, increasing the planned system total to 157 cameras and amending the total contract amount to $2,106,250.

The City and Sheriff’s Office continue to invest in technology that improves public safety operations and allows existing staffing resources to be deployed more effectively. As Palm Desert grows, both City staff and the Sheriff’s Office continue to evaluate areas where additional coverage may be needed. These additional coverage areas include parks, roadways, new development areas, commercial corridors, high-traffic locations, ingress and egress points, and other areas where public safety coverage gaps are identified.

Analysis
The immediate action before the City Council is approval of the current Amendment Order Form, which converts nine El Paseo business corridor cameras to solar-powered equipment.

Solar-powered equipment is preferred for these locations, because it avoids the need for trenching, hardwiring, and other construction-related work. Solar-powered equipment also reduces the need to install additional equipment on traffic signal poles, which can create longterm maintenance concerns and may impact the useful life of existing infrastructure.

The Amendment Order Form reflects a net annual increase of $2,250 for the solar conversion.

This limited cost increase is expected to be more cost-effective than a hardwired installation, given construction costs, electrical work, coordination, and potential impacts on existing City infrastructure.

Staff is also requesting authority for the City Manager or his designee to execute future Flock documents necessary to maintain and expand the system, provided the total contract amount does not exceed $2,500,000 through June 30, 2029. This would allow the City to add or relocate cameras as additional needs are identified, without having to return to City Council for 268

each minor equipment change, provided the action remains within both the approved contract authority and available funding.

Future deployments will be evaluated in coordination with the Sheriff’s Office and based on public safety needs, operational value, infrastructure feasibility, and funding availability. This authorization allows the City to respond more efficiently to changing public safety needs while maintaining Council-approved contract limits.

The Flock Safety system does not replace sworn personnel. Instead, it enhances the effectiveness of existing law enforcement resources by supporting faster investigative leads, improving situational awareness, and allowing law enforcement resources to be deployed more strategically.

Environmental Review
The proposed action consists of installing public safety cameras and related communications equipment within the existing public right-of-way and other approved public property locations, either on existing infrastructure or new standalone poles where needed. The work involves minor improvements to support the City’s public safety camera system and would not result in a significant expansion of use. The project is categorically exempt from CEQA under Guidelines Sections 15301, Class 1, Existing Facilities, and 15303, Class 3, New Construction or Conversion of Small Structures. Alternatively, the action qualifies under Section 15061(b)(3), the Common Sense Exemption, because it can be seen with certainty that it would not have a significant effect on the environment.

Legal Review
This report has been reviewed by the City Attorney’s Office.

Financial Impact
There is no financial impact to the General Fund with this action. The current Amendment Order Form converts nine El Paseo business corridor cameras to solar-powered equipment and results in a net annual increase of $2,250, which will be funded using available Fund 229 COPS/SLESF Grant Monies. No additional appropriation is requested as part of this action.

Staff is also requesting authorization for the City Manager to approve future Flock order forms, amendments, equipment additions, relocations, and related documents during the existing contract term, provided the total contract amount does not exceed $2,500,000 through June 30, 2029. This action would increase the City's total contract authority from $2,106,250 to $2,500,000, providing an additional $393,750 in available contract capacity for future camera installations, relocations, equipment upgrades, subscription costs, and other public safety needs identified in coordination with the Sheriff's Office.

Future expenditures will only be made if funding is available and the proposed use is consistent with eligible public safety purposes, including Fund 229 COPS/SLESF Grant Monies or other approved public safety funding sources. 269

Attachments

1. Amendment No. 2 to Contract No. C47070

2. Amendment No. 1 to Contract No. C47070
270

Conflict of Interest Awareness Checklist
Note: This checklist is informational only and does not constitute a legal determination. Each Councilmember remains responsible for identifying, disclosing, and evaluating any disqualifying interests under the Political Reform Act and applicable FPPC regulations.

1. Site-Specific Property Interest
Does this item involve a project site or other identifiable real property? ☐ Yes
☒ No
If yes, identify the project site:

Councilmembers should consider whether they own, lease, or hold interests in real property within 1,000 feet of the project site. (Gov. Code § 87103(b); FPPC Reg. 18702.2).

2. SB 1439 / Gov. Code § 84308 Applicability (Campaign Contributions) Does this item involve a license, permit, other entitlement for use, or a contract or franchise agreement that is not competitively bid, a labor agreement, or a personal employment contract?
☒ Yes
☐ No
If yes, identify the applicant(s), appellant(s), party, or participant(s): Flock Safety Councilmembers should review campaign contributions received within the prior 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision. (Gov. Code § 84308). 271
272
Contract No. C47070
1 Rev 04-26
72500.00001\44340560.1
AMENDMENT NO. 2 TO THE PROFESSIONAL SERVICES AGREEMENT

BY AND BETWEEN THE CITY OF PALM DESERT

AND FLOCK GROUP DBA FLOCK SAFETY

1. Parties and Date.

This Amendment No. 2 (“Amendment”) to the Professional Services Agreement, Contract No. C47070, is made and entered into on June 25, 2026, by and between the City of Palm Desert, a municipal corporation organized under the laws of the State of California with its principal place of business at 73-510 Fred Waring Drive, Palm Desert, California, 92260-2578 (“City”) and FLOCK GROUP INC DBA FLOCK SAFETY, a Corporation, with its principal place of business at 1170 Howell Mill Rd., NW STE. 210 (“Vendor”). City and Vendor are sometimes individually referred to as “Party” and collectively as “Parties.”

1.1 City Council Approval. On June 25, 2026, City Council approved the award of this Amendment to Vendor named above.

2. Recitals.

2.1 Agreement. The City and FLOCK GROUP INC DBA FLOCK SAFETY entered into a Professional Services Agreement (“Agreement”) on July 1, 2024, for the purpose of retaining the services of FLOCK GROUP INC DBA FLOCK SAFETY for Automated License Plate Recognition Software Subscription and new hardware (“Project”).

2.2 Background. The parties previously entered into a previous amendment, on April 10, 2025.

2.3 Amendment Authority. This Amendment is authorized pursuant to Section

3.6.14 of the Agreement.

2.4 The purpose of this Amendment No. 2 is to convert previously ordered cameras to solar-powered equipment and reserve contingency funds for future camera purchases.

3. Terms. The Agreement is hereby amended as follows:

Section 3.1.1 Scope. Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and
adequately supply the services necessary for the Project (“Services”). The Services are more particularly described in Exhibits “A”, “A-1” and “A-2” attached hereto and
incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this
Agreement, the exhibits attached hereto and incorporated 273
Contract No. C47070
2 Rev 04-26
72500.00001\44340560.1
herein by reference, and all applicable local, state and federal laws, rules and regulations. Consultant shall
comply with all Federal requirements applicable to the
Services as set forth in Exhibit “A-1 and “A-2”” attached hereto and incorporated herein by reference (“Federal
Requirements”). Additionally, the Consultant shall
comply with Exhibit “A-3” attached hereto and
incorporated herein by reference. With respect to any
conflict between such Federal Requirements and the
terms of this Agreement and/or the provisions of state law, the more stringent requirement shall control.

Section 3.3.1 Compensation. Contractor shall receive compensation, including authorized reimbursements, for all Services
rendered under this Agreement at the rates set forth in Exhibit “C” and Exhibit “A-3” attached hereto and
incorporated herein by reference. The total compensation shall not exceed Two Million, Five Hundred Thousand
Dollars ($2,500,000) without written approval of the City Council or City Manager, as applicable.

Original Cost Total
(5-Year Term)
Amendment No. 1
and Contract Total
(Combined)
Amendment No. 2
(9 Cameras)
Amended Contract
Total (Combined)
$1,412,500 $2,106,250 $29,250 $2,500,000

3.1 Continuing Effect of Agreement. Except as amended by this Amendment No. 2, all other provisions of the Agreement remain in full force and effect and shall govern the actions of the Parties under this Amendment No. 2. From and after the date of this Amendment No. 2, whenever the term “Agreement” appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 2.

3.2 Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 2.

3.3 Severability. If any portion of this Amendment No. 2 is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
[SIGNATURES ON FOLLOWING PAGE]
274
Contract No. C47070
3 Rev 04-26
72500.00001\44340560.1
SIGNATURE PAGE FOR AMENDMENT NO. 2

TO PROFESSIONAL SERVICES AGREEMENT BETWEEN THE CITY OF PALM DESERT

AND FLOCK GROUP INC DBA FLOCK SAFETY

CITY OF PALM DESERT
Chris Escobedo
City Manager
Attest:

Anthony J. Mejia
City Clerk
Approved to form by:
____________________________
Isra Shah
City Attorney

FLOCK GROUP INC DBA FLOCK

SAFETY, A CORPORATION
Garrett Langley
CEO
____________________________
Mark Smith
General Counsel
Office Use:

Quality Check Insurance Review Bonds
City Clerk Contracts Initial Final
275
EXHIBIT A-3
276
Contract No. C47070

BBK 72500.00001\32445060.1
AMENDMENT NO. 1 TO THE PROFESSIONAL SERVICES AGREEMENT BETWEEN THE

CITY OF PALM DESERT AND FLOCK GROUP DBA FLOCK SAFETY

1. Parties and Date.

This Amendment No. 1 to the PROFESSIONAL SERVICES AGREEMENT, C47070 is made and entered into as of this 10th day of April 2025, by and between the City of Palm Desert (“City”) and FLOCK GROUP INC DBA FLOCK SAFETY, a Corporation, with its principal place of business at 1170 Howell Mill Rd. NW STE. 210 ("Vendor"). The City and Vendor are sometimes individually referred to herein as "Party" and collectively as "Parties."

2. Recitals.

2.1 Agreement. The City and FLOCK GROUP INC DBA FLOCK SAFETY have entered into an agreement entitled “PROFESSIONAL SERVICES AGREEMENT, C47070” dated July 1, 2024 (“Agreement” or “Contract”) for the purpose of retaining the services of FLOCK GROUP INC DBA FLOCK SAFETY to provide Automated License Plate Recognition Software Subscription and new hardware.

2.2 Amendment. The City and FLOCK GROUP INC DBA FLOCK SAFETY desire to amend the Agreement to Additional Cameras (44) and subscription costs. The Parties have heretofore entered into that Amendment No. 1 dated April 10, 2025.

2.3 Amendment Authority. This Amendment No. 1 is authorized pursuant to 3.6.14 of the Agreement.

3. Terms.

3.1.1 Scope of Services. The Agreement is hereby amended in its entirety to read as follows:

Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the services necessary for the Project ("Services"). The Services are more particularly described in Exhibit " A" attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and incorporated herein by reference, and all applicable local, state and federal laws, rules and regulations. Consultant shall comply with all Federal requirements applicable to the Services as set forth in Exhibit " A-1" attached hereto and incorporated herein by reference (" Federal Requirements"). Additionally, the Consultant shall comply with Exhibit "A-2" attached hereto and incorporated herein by reference. With respect to any conflict between such Federal Requirements and the terms of this Agreement and/ or the provisions of state law, the more stringent requirement shall control.

3.3.1 Compensation. The Agreement is hereby amended in its entirety to read as follows:

Contractor shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit " C" and Exhibit “A-2” attached hereto and incorporated herein by reference. The total compensation shall not exceed Two Million, One Hundred Six Thousand, Two Hundred Fifty Dollars ($2,106,250) without written approval of the City Council or City Manager, as applicable.

Docusign Envelope ID: A7A7A6F8-0AAB-4946-A1A3-16DE3AD4D999 277
Contract No. C47070

BBK 72500.00001\32445060.1
Original Cost Total
(5-Year Term)
Amendment No. 1
(Hardware purchase &
Remaining 48-months)
Amended Contract Total
(Combined)
$1,412,500 $693,750 $2,106,250

3.2 Continuing Effect of Agreement. Except as amended by this Amendment No. 1, all other provisions of the Agreement remain in full force and effect and shall govern the actions of the parties under this Amendment No. 1. From and after the date of this Amendment No. 1, whenever the term “Agreement” or “Contract” appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 1.

3.3 Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 1.

3.4 Severability. If any portion of this Amendment No. 1 is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

3.5 Counterparts. This Amendment No. 1 may be executed in duplicate originals, each of which is deemed to be an original, but when taken together shall constitute but one and the same instrument.
[SIGNATURES ON FOLLOWING PAGE]
Docusign Envelope ID: A7A7A6F8-0AAB-4946-A1A3-16DE3AD4D999 278
Contract No. C47070

BBK 72500.00001\32445060.1
SIGNATURE PAGE FOR AMENDMENT NO. 1 TO PROFESSIONAL SERVICES

AGREEMENT BETWEEN THE CITY OF PALM DESERT

AND FLOCK GROUP INC DBA FLOCK SAFETY
IN WITNESS WHEREOF, the Parties have entered into this Amendment No. 1 to the PROFESSIONAL SERVICES AGREEMENT as of the day and year first above written.

CITY OF PALM DESERT
By: _______________________
Chris Escobedo
Interim City Manager
Attest:

By: _______________________
Anthony J. Mejia
City Clerk
Approved as to form:

By: ________________________
Isra Shah
Best Best & Krieger LLP
City Attorney

FLOCK GROUP INC DBA FLOCK

SAFETY , A CORPORATION
By: _______________________________
Garrett Langley
CEO
Mark Smith
General Counsel
By:

City Clerk QC: MN
Contract QC: _____
Insurance:
_____
Initial Review
_____
Final Approval
Docusign Envelope ID: A7A7A6F8-0AAB-4946-A1A3-16DE3AD4D999 279
Exhibit "A-2"
Docusign Envelope ID: A7A7A6F8-0AAB-4946-A1A3-16DE3AD4D999 280
Exhibit "A-2"
We requested that the term remain the same.

Adding additional Cameras and subscription to each fiscal year.

Flock to provide updated proposal.

Docusign Envelope ID: A7A7A6F8-0AAB-4946-A1A3-16DE3AD4D999 281
Exhibit "A-2" Docusign Envelope ID: A7A7A6F8-0AAB-4946-A1A3-16DE3AD4D999 282
Docusign Envelope ID: A7A7A6F8-0AAB-4946-A1A3-16DE3AD4D999Exhibit "A-2" 283
Docusign Envelope ID: A7A7A6F8-0AAB-4946-A1A3-16DE3AD4D999 284

City of Palm Desert Staff Report
Meeting Date: June 11, 2026
Prepared By: Carlos Flores, AICP, Deputy Director of Development Services Department: Development Services
Subject: Authorize Amendment No. 3 to Contract No. C46680 with Interwest Consulting Group for the University Neighborhood Specific Plan Update
Recommendation

1. Authorize Amendment No. 3 to Contract No. C46680 with Interwest Consulting Group, Inc., increasing the contract amount by $105,400 for a total contract amount of $370,280, with an additional $23,600 in contingency funding, extending the contract term through June 30, 2027, and allowing for administrative extensions, if necessary.

2. Authorize the City Attorney to make any necessary nonmonetary changes to the agreement.

3. Authorize the City Manager or designee to execute the amendment and all documents necessary to effectuate this agreement pursuant to Section 3.30.170 of the Palm Desert Municipal Code.

Executive Summary
The proposed action authorizes Amendment No. 3 to Contract No. C46680 (Contract) with Interwest Consulting Group, Inc. (Interwest) for continued work on the Palm Desert University Neighborhood Specific Plan (UNSP) update. The amendment would increase the contract by $105,400, for a total contract amount of $370,280, with a request for an additional $23,600 in contingency funding, and extend the contract term through June 30, 2027, with administrative extensions, if necessary.

Additional revisions are needed following City staff review of the draft UNSP update and the City Council's direction to incorporate an indoor sports complex within the plan area, while maintaining planned commercial, residential, mixed-use, and parkland uses. The revised scope requires updates to the land use plan, development program tables, and supporting plan documents, as well as continued environmental analysis and technical coordination. The project has had two previous amendments to extend the contract length.

Background
The UNSP was originally adopted in November 2016 and established conceptual land uses and standards for approximately 400 acres located adjacent to the university campuses. Since the adoption of the UNSP, portions of the plan area have developed with residential and openspace land uses, or have been entitled for non-residential development. Approximately 170 acres within the UNSP remain vacant and are under the control of the Successor Agency to the Palm Desert Redevelopment Agency (SARDA).
285

On November 16, 2023, the City Council awarded the Contract to Interwest in the amount of $264,880 to prepare an update to the UNSP and facilitate planning for the remaining vacant acreage consistent with City Council goals, including development of community facilities, residential uses, commercial uses, park space, and affordable housing opportunities.

Throughout 2024 and 2025, Interwest completed substantial work advancing the UNSP update, including preparation of multiple land use concepts, technical analysis, environmental coordination, community outreach efforts, and drafting of the updated UNSP. Interwest facilitated community meetings and stakeholder discussions to gather public input regarding the future development of the remaining vacant acreage within the plan area, including concepts related to park space, residential development, commercial land uses, circulation, and community serving amenities. The original contract was amended on May 22, 2025, and February 15, 2026, to extend the contract terms by additional years without revisions to the contract amount or scope.

During this process, Interwest prepared draft land use alternatives showing various configurations for park and open space areas alongside residential and commercial development opportunities. In March 2024, the City conducted a community outreach meeting to receive feedback on the proposed land use concepts and future vision for the area. During this time, California State University (CSU) San Bernardino expressed interest in exploring opportunities for a potential joint-use regional sports park on vacant land located on the CSU San Bernardino Palm Desert Campus. Coordination efforts related to the potential partnership required additional evaluation and consideration as part of the broader UNSP planning process. Although discussions with CSU informed the City’s ongoing park planning efforts, no formal agreement was reached and discussions are currently inactive.

As work progressed through 2024 and into 2025, the Consultant continued refining the draft UNSP document and supporting environmental analysis. By late 2025, the Administrative Draft UNSP Update was submitted to City Staff for review. At that time, the Specific Plan update was substantially complete and approaching readiness for public hearings and adoption.

However, during final review of the land use framework and ongoing discussions regarding park and open space planning, additional policy direction emerged regarding the future development program within the UNSP area, including an opportunity to incorporate an indoor sports complex within the planning area while maintaining planned commercial, residential, and park and open space land uses.

As a result, the project was temporarily paused while staff and Interwest reevaluated the land use framework and explored options to accommodate the indoor sports complex while maintaining the overall development program envisioned for the UNSP area. From January through May 2026, City staff worked closely with Interwest to identify the additional scope of work necessary to revise the UNSP and associated technical documents to implement this updated policy direction.

Analysis
Interwest Consulting Group has submitted a request for additional compensation of $105,400 to complete the revised scope of work resulting from these changes. Staff is recommending authorization of an additional $23,600 in contingency funding to address potential revisions, technical analyses, document updates, or related tasks that may arise as the project advances 286

through staff review, environmental review, and public meetings. The contract amendment request would be an additional $105,400, bringing the new contract amount to $370,280, with an additional $23,600 in contingency funding available if needed.

The additional scope of work generally includes:

1. Revising the UNSP land use framework to accommodate an indoor sports complex while preserving planned commercial, residential, and park land uses;

2. Updating the Land Use Plan and Development Program Tables;

3. Revising plan text and supporting policy sections for consistency throughout the document;

4. Addressing additional comments and revisions identified by City staff following review of the Administrative Draft;

5. Continuing environmental analysis and technical coordination necessary to support the adoption of the updated UNSP.

Due to the expanded project scope and additional analysis required, staff is requesting approval to extend the contract term through June 30, 2027, with administrative extensions permitted if necessary to complete environmental review, public hearings, and adoption proceedings.

The additional scope supports 2026 City Council Goal #3, North Palm Desert & University Area Development, by advancing amenities and economic development through evaluation of a potential indoor sports facility while maintaining a park site and commercial land uses to support future business attractions. The requested amendment will allow staff and Interwest to continue refining the UNSP Update to ensure the plan reflects current City Council priorities and long term development objectives.

Environmental Review
The proposed action is not a project subject to the California Environmental Quality Act (“CEQA”) pursuant to Section 15378 of the State CEQA Guidelines because it involves administrative and fiscal activities related to a consultant services agreement that will not result in a direct or indirect physical change to the environment. Environmental review for the University Neighborhood Specific Plan Update will be completed separately prior to consideration of adoption actions by the City Council.

Legal Review
This report has been reviewed by the City Attorney’s Office.

Financial Impact
Funds for this purpose are budgeted in the Community Development Professional Services Account No. 1104470-4300500 for Fiscal Year 2025/26.

The proposed amendment would increase the contract amount by $129,000, resulting in a total not-to-exceed contract amount of $393,880.
287

Attachments

1. Proposed Amendment No. 3 to Contract No. C46680

2. Scope of Work – Interwest Consulting Group
288

Conflict of Interest Awareness Checklist
Note: This checklist is informational only and does not constitute a legal determination. Each Councilmember remains responsible for identifying, disclosing, and evaluating any disqualifying interests under the Political Reform Act and applicable FPPC regulations.

1. Site-Specific Property Interest
Does this item involve a project site or other identifiable real property? ☐ Yes
☒ No
If yes, identify the project site:

Councilmembers should consider whether they own, lease, or hold interests in real property within 1,000 feet of the project site. (Gov. Code § 87103(b); FPPC Reg. 18702.2).

2. SB 1439 / Gov. Code § 84308 Applicability (Campaign Contributions) Does this item involve a license, permit, other entitlement for use, or a contract or franchise agreement that is not competitively bid, a labor agreement, or a personal employment contract?
☒ Yes
☐ No
If yes, identify the party: Interwest Consulting Group, Inc.

Councilmembers should review campaign contributions received within the prior 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision. (Gov. Code § 84308). 289
290
Contract No. C46680
1 Rev 04-26
72500.00001\44340560.1
AMENDMENT NO. 3 TO THE PROFESSIONAL SERVICES AGREEMENT

BY AND BETWEEN THE CITY OF PALM DESERT

AND INTERWEST CONSULTING GROUP

1. Parties and Date.

This Amendment No. 3 (“Amendment No. 3”) to the Professional Services Agreement, Contract No. C46680, is made and entered into on June 11, 2026, by and between the City of Palm Desert, a municipal corporation organized under the laws of the State of California with its principal place of business at 73-510 Fred Waring Drive, Palm Desert, California, 92260-2578 (“City”) and Interwest Consulting Group, an SS Corporation, with its principal place of business at 1500 S. Haven Ave, Suite 220, Ontario, CA 91761 (“Consultant”). City and Consultant are sometimes individually referred to as “Party” and collectively as “Parties.”

1.1 City Council Approval. On November 16, 2023, City Council approved the award of this Amendment to Consultant named above.

2. Recitals.

2.1 Agreement. The City and Interwest Consulting Group entered into a Professional Services Agreement (“Agreement”) on November 16, 2023, for the purpose of retaining the services of Interwest Consulting Group for Professional Planning Services for Updating the University Neighborhood Specific Plan (UNSP), Project 2023-RFP-203 (“Project”).

2.2 Background. The parties previously entered into a previous Amendment No. 1, on May 22, 2025 to extend the term.

2.3 Background. The parties previously entered into a previous Amendment No. 2, on February 15, 2026 to extend the term.

2.4 Amendment Authority. This Amendment is authorized pursuant to Section

3.6.14 of the Agreement.

2.5 The purpose of this Amendment No. 3 is to extend the term, update scope of work, and increase compensation.

3. Terms. The Agreement is hereby amended as follows:

Section 3.1.2 Term. The term of this Agreement shall be from November 16, 2023, to June 30, 2027, unless earlier
terminated as provided herein. Consultant shall complete the Services within the term of this Agreement and shall meet any other established schedules and deadlines.
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Contract No. C46680
2 Rev 04-26
72500.00001\44340560.1
Section 3.3.1 Compensation. Consultant shall receive compensation, including authorized reimbursements, for all Services
rendered under this Agreement at the rates set forth in Exhibit " C-1" attached hereto and incorporated herein by reference. The total compensation shall not exceed

THREE HUNDRED NINETY-THREE THOUSAND
EIGHT HUNDRED AND EIGHTY ($393,880.00) without
written approval of the City Council or City Manager, as applicable

3.1 Continuing Effect of Agreement. Except as amended by this Amendment No. 3, all other provisions of the Agreement remain in full force and effect and shall govern the actions of the Parties under this Amendment No. 3. From and after the date of this Amendment No. 3, whenever the term “Agreement” appears in the Agreement, it shall mean the Agreement as amended by this Amendment No. 3.

3.2 Adequate Consideration. The Parties hereto irrevocably stipulate and agree that they have each received adequate and independent consideration for the performance of the obligations they have undertaken pursuant to this Amendment No. 3.

3.3 Severability. If any portion of this Amendment No. 3 is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.
[SIGNATURES ON FOLLOWING PAGE]
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Contract No. C46680
3 Rev 04-26
72500.00001\44340560.1
SIGNATURE PAGE FOR AMENDMENT NO. 3

TO PROFESSIONAL SERVICES AGREEMENT BETWEEN

THE CITY OF PALM DESERT AND INTERWEST CONSULTING GROUP

CITY OF PALM DESERT

Chris Escobedo
City Manager
Attest:

Anthony J. Mejia
City Clerk
Approved to form by:
____________________________
Isra Shah
City Attorney

INTERWEST CONSULTING GROUP, A

CORPORATION

Matt Causley
Vice President
____________________________
David Kniff
Assistant Secretary
Office Use:

Quality Check Insurance Review
City Clerk Contracts Initial Final
293
294
Interwest Consulting Group
930 Chesapeake Drive, Suite 208, San Diego, CA 92123
April 30, 2026
Carlos Flores
Deputy Director of Development Services
City of Palm Desert
73510 Fred Waring Drive
Palm Desert, CA 92260

RE: City of Palm Desert University Neighborhood Specific Plan (UNSP) Contract Amendment
Dear Mr. Flores:

Interwest is requesting a proposed contract amendment of $99,060 to continue work on updating the City of Palm Desert's UNSP document. We will prepare revisions to the UNSP Update following review by City Staff of the Administrative Draft document submitted in November 2025. Requested changes include a reallocation of land uses that will require modifications to the Land Use Plan and Development Program Tables. Additional changes are needed to maintain consistency throughout the document and address various other items identified by City Staff. A more detailed breakdown of the Scope of Work is provided below.

CONTACT INFORMATION
Nick Pergakes, AICP, will continue to serve as Project Manager, overseeing day-to-day operations on the project. He will be supported by a team of planners who will support the City of Palm Desert throughout the duration of the contract. Juliette Ryan will continue to serve as the corporate contact to the City of Palm Desert throughout the duration of the services provided. Contact information for our team’s leadership is as follows:

Nick Pergakes, AICP Juliette Ryan
Project Manager | Primary Contact Account Manager
626.676.9533 | [email protected] 562.723.9969| [email protected]

SIGNING AUTHORITY
As Vice President of Operations for Interwest Consulting Group, I am authorized to sign any agreements that may result from this proposal and will provide contract support to the proposed Interwest team.

Should any questions arise, I can be contacted at 970.292.2200 or via email at [email protected].
295
Interwest Consulting Group
930 Chesapeake Drive, Suite 208, San Diego, CA 92123
We appreciate the opportunity to present our proposal and look forward to continue serving the City of Palm Desert.

Respectfully Submitted,
Eric Pendley
Vice President of Operations

296
Interwest Consulting Group
930 Chesapeake Drive, Suite 208, San Diego, CA 92123

SCOPE OF WORK FOR ADDITIONAL SERVICES
OVERALL: The Interwest Team will prepare revisions to the UNSP Update following review by City Staff of the Administrative Draft document submitted in November 2025. Revisions to the document will be guided by a memo provided by City Staff via email, dated April 13, 2026. Requested changes include a reallocation of land use that will require modifications to the Land Use Plan and Development Program Tables. Additional changes are needed to maintain consistency throughout the document and address various other items identified by City Staff. A more detailed breakdown of the Scope of Work is provided below.

TASK 1. PROJECT MANAGEMENT: The Interwest Team will communicate and collaborate with City staff to ensure that the requested revisions to the UNSP document proceed in a timely and efficient manner, and that we deliver quality work product. We will virtually consult and coordinate with City Staff as needed to provide updates on progress and resolve technical matters related to the draft revision. As part of this task, we will also provide on-going monitoring and tracking of the schedule and budget, including any needed updates to the project schedule and submittal of monthly invoices. (Please note that this scope does not include preparation of formal agendas and summaries for meetings and consultations, as it is assumed coordination will be handled in an informal manner.) Consultant Deliverables:
o Project Coordination Meetings, provided virtually as needed TASK 2. LAND USE PLAN & YIELD TABLES REVISIONS: The Interwest Team will initiate additional services by preparing a revised Land Use Plan and associated Development Program Tables. Revisions will accommodate a reallocation of commercial, residential, and open space land uses within the approximately 165-acre undeveloped land area (as defined by the UNSP Update) to provide for an enlarged regional park (28 acres), expanded commercial opportunities, and other possible changes (e.g., reduction in the stormwater drainage area). Revisions in density ranges and residential land use configuration will also be explored to ensure housing targets are achieved.

This effort will include coordination with the Interwest traffic and infrastructure engineering staff to help ensure a workable plan. The Land Use Plan and Development Program Tables will inform revised CEQA analysis and other changes needed to maintain consistency throughout the document.

Consultant Deliverables:
o Draft Revised Land Use Plan, provided in .pdf format
o Draft Revised Development Tables, provided in Excel and/or .pdf format o Final Revised Land Use Plan, provided in .pdf format
o Final Revised Development Tables, provided in Excel and/or .pdf format TASK 3. INTRODUCTION & DEVELOPMENT FRAMEWORK CHAPTERS REVISIONS: The Interwest Team will prepare revisions to Chapter 1: Introduction and Chapter 2: Development Framework of the UNSP document. Revisions will be undertaken to ensure that the text and illustrative plan diagrams are consistent with the Land Use Plan and Development Program Tables; this work will include modifications to the Conceptual Framework Plan, Circulation Plan, Active Transportation Plan, and Open Space Plan. 297
Interwest Consulting Group
930 Chesapeake Drive, Suite 208, San Diego, CA 92123
Comments by City Staff on the Administrative Draft UNSP Update will also be addressed, including updates to the description of the planning process, incorporation of the “15-minute community concept,” discussion of the commercial opportunity at Portola Drive/Frank Sinatra Drive, etc. These chapters will be reformatted as needed to maintain a consistent and quality presentation.

Consultant Deliverables:
o Administrative Draft Chapter 1: Introduction and Chapter 2: Development Framework, provided in .pdf format
TASK 4. DEVELOPMENT STANDARDS & DESIGN GUIDELINES CHAPTERS REVISIONS: The Interwest Team will prepare revisions to Chapter 3: Public Realm Design, Chapter 4: Private Realm Development Regulations & Standards, and Chapter 5: Private Realm Design Standards & Guidelines of the UNSP document. Revisions will be undertaken to ensure that text and illustratives are consistent with the Land Use Plan and Development Program Tables, and to address comments provided by City Staff on the Administrative Draft UNSP Update.

Topics for revision and enhancement include parking standards (e.g., maximum standards; structured parking, parking shading, etc.), architectural compatibility standards and guidelines, and standards for projects fronting Portola/Sinatra. Clarifications will also be provided on public vs. private street designation, landscape and signage requirements, CPTED standards and guidelines, etc. These chapters will be reformatted as needed to maintain a consistent and quality presentation.

Consultant Deliverables:
o Administrative Draft Chapter 3: Public Realm Design, Chapter 4: Private Realm Development Regulations & Standards, and Chapter 5: Private Realm Design Standards & Guidelines, provided in .pdf format.

TASK 5. INFRASTRUCTURE CHAPTER REVISIONS: The Interwest Team will prepare revisions to Chapter 6:

Infrastructure. Revisions will be undertaken to ensure that text and illustratives are consistent with the Land Use Plan and Development Program Tables, and to address comments provided by City Staff on the Administrative Draft UNSP Update. This work will include modifications to the plan diagrams for the Conceptual Stormwater Drainage Network, Conceptual Water Network, and Conceptual Sewer Network.

Consideration will be given to ensuring proper drainage capacity and establishing requirements for onsite vs. consolidated stormwater drainage facilities. This chapter will be reformatted as needed to maintain a consistent and quality presentation.

Consultant Deliverables:
o Administrative Draft Chapter 6: Infrastructure, provided in .pdf format.

TASK 6. IMPLEMENTATION CHAPTER REVISIONS: The Interwest Team will prepare revisions to Chapter 7:

Implementation. Revisions will be undertaken to ensure that text and illustratives are consistent with the Land Use Plan and Development Program Tables, and to address comments provided by City Staff on the Administrative Draft UNSP Update. Consideration will be given to promoting flexibility (e.g., allowing flexibility in land use shifts between certain land uses), streamlining of approvals, and identifying various options for implementation tools and funding mechanisms. This chapter will be reformatted as needed to maintain a consistent and quality presentation. (Please note that this scope does not provide for a 298
Interwest Consulting Group
930 Chesapeake Drive, Suite 208, San Diego, CA 92123
detailed discussion on the specific use and applicability of tools and mechanisms to fund the UNSP project; should the City request this level of detail we will need to modify the scope and fee to accommodate the addition of a specialist consultant in economic development.) Consultant Deliverables:
o Administrative Draft Chapter 7: Implementation, provided in .pdf format.

TASK 7. CEQA DOCUMENTATION REVISIONS: The Interwest Team will prepare minor revisions to the Draft Initial Study and EIR Addendum that was submitted to City Staff in late February 2026. Revisions will ensure consistency with the revised land use plan and development program, as well as other pertinent changes to the UNSP Update completed under this additional services scope. Please note that VMT analysis of the revised land use plan and development program (to be completed by another consultant) will be required prior to initiation of this task; should that analysis determine that substantial changes to the EIR Addendum (e.g., new mitigation measures) or additional environmental review are needed, then we will need to revisit the scope, schedule, and fee.

Consultant Deliverables:
o Administrative Draft Initial Study and EIR Addendum, provided in .pdf format o Final Draft Initial Study and EIR Addendum, provided in .pdf format TASK 8. FINAL UNSP UPDATE DOCUMENT: The Interwest Team will prepare an Administrative Draft UNSP Update that incorporates the revised Chapters described above. The Administrative Draft UNSP will also provide revisions to such items as the Table of Contents, List of Figures & Tables, Chapter 8: General Plan Consistency, and Appendices as needed to maintain plan consistency and cohesiveness.

Based on City Staff comments on the administrative draft document, we will prepare a Final Draft UNSP Update suitable for review and adoption by the Planning Commission and City Council; we assume that City Staff will provide one consolidated set of non-contradictory comments. Minor revisions to the final draft may be incorporated based on City Staff approved changes that result from Planning Commission and City Council review; however, changes that exceed a reasonable understanding of minor revisions will require that we revisit scope and fee.

Consultant Deliverables:
o Administrative Draft UNSP, provided in .pdf format
o Final Draft UNSP, provided in .pdf format
TASK 9. PUBLIC HEARINGS (optional): The Interwest Team will participate in a maximum of two (2) public hearings to consider and adopt the proposed UNSP Update; it is anticipated that these hearings will be comprised of one (1) Planning Commission hearing and one (1) City Council hearing, although our participation may be directed toward any combination of Commission and Council hearings. We will be available to present work product and respond to questions and comments during the hearings.

Additionally, we will provide collateral materials (i.e., a .PPT presentation) as needed. 299
Interwest Consulting Group
930 Chesapeake Drive, Suite 208, San Diego, CA 92123
Consultant Deliverables:
o Public Hearings, participation in a maximum of two (2) public hearings before the Planning Commission and/or City Council
o Collateral Materials (i.e., PowerPoint presentation)
300
City of Palm Desert, UNSP Update Additional Services: FEE Nick
Pergakes Kurt Nagle Richard Walker
Emily
Stadnick Seth Jenison
Total Number
of Hours Per
Task
Labor Cost
Per Task
Role
Project
Director/
Principal
Planner
Project
Manager /
Principal
Planner
Principal
Planner
(Environment
al Services)
Senior
Engineer
Engineering
Manager
(Traffic
Engineering)
Associate
Planner /
Associate
Engineer
Assistant
Planner
Hourly Rate $ 230 $ 220 $ 220 $ 200 $ 220 $ 145 $ 125
TASK 1. Project Management
Hours 24 20 2 8 54
Total Cost $ 5,520 $ 4,400 $ - $ 400 $ - $ 1,160 $ - $ 11,480 TASK 2. Land Use Plan & Yield Tables
Revisions
Hours 4 36 8 8 48 104
Total Cost $ 920 $ 7,920 $ - $ 1,600 $ 1,760 $ 6,960 $ - $ 19,160 TASK 3. Introduction & Development
Framework Chapters Revisions
Hours 2 20 4 40 8 74
Total Cost $ 460 $ 4,400 $ - $ - $ 880 $ 5,800 $ 1,000 $ 12,540 TASK 4. Development Standards & Design
Guidelines Chapters Revisions
Hours 16 24 16 16 72
Total Cost $ 3,680 $ 5,280 $ - $ - $ - $ 2,320 $ 2,000 $ 13,280 TASK 5. Infrastructure Chapter Revisions
Hours 2 16 20 4 48 4 94
Total Cost $ 460 $ 3,520 $ - $ 4,000 $ 880 $ 6,960 $ 500 $ 16,320 TASK 6. Implementation Chapter Revisions
Hours 8 24 2 28 4 66
Total Cost $ 1,840 $ 5,280 $ - $ 400 $ - $ 4,060 $ 500 $ 12,080 TASK 7. CEQA Documentation Revisions
Hours 2 2 20 4 28
Total Cost $ 460 $ 440 $ 4,400 $ - $ - $ 580 $ - $ 5,880 TASK 8. Final UNSP Update Document
Hours 4 20 24 12 60
Total Cost $ 920 $ 4,400 $ - $ - $ - $ 3,480 $ 1,500 $ 10,300 Hours 0
Total Cost $ - $ - $ - $ - $ - $ - $ - $ -
Total Hours Per Person 60 160 0 32 16 212 44
Reimbursable Expenses (e.g., printing, etc.) $ 500.00

TOTAL FEE
Contingency (10%)

GRAND TOTAL FEE
TASK 9. Public Hearings (Optional Task)
Hours 8 8 12 28
Total Cost $ 1,840 $ 1,760 $ - $ - $ 1,740 $ - $ 5,340
Reimbursable Expenses (e.g., travel expenses, printing, etc.) $ 1,000.00

TOTAL FEE
$ 90,060
$ 9,000
$ 99,060
$ 6,340
301
UNSP Update Additional Service

SCHEDULE
Scope of Services J J A S O N D J F M A M J
TASK 1. Project Management
TASK 2. Land Use Plan & Yield Tables Revisions
TASK 3. Introduction & Development Framework Chapters Revisions TASK 4. Development Standards & Design Guidelines Chapters Revisions TASK 5. Infrastructure Chapter Revisions
TASK 6. Implementation Chapter Revisions
TASK 7. CEQA Document Revisions (including VMT analysis to be completed by another consultant) TASK 8. Final UNSP Update Document
TASK 9. Public Hearings (Optional Task)
City of Palm Desert
2026 2027
302

City of Palm Desert Staff Report
Meeting Date: June 11, 2026
Prepared By: Staci Kolbeck, Management Analyst
Department: Capital Projects
Subject: Resolution Approving the Fiscal Year 2026-27 Project List to be Funded by Senate Bill 1: The Road Repair and Accountability Act
Recommendation
Adopt a resolution entitled “A Resolution of the City Council of the City of Palm Desert, California, Approving Before the City Council a List of Projects for Fiscal Year 2026-27 Funded By SB1: The Road Repair and Accountability Act of 2017.” Background
SB 1, the Road Repair and Accountability Act of 2017 (Chapter 5, Statutes of 2017), was passed by the Legislature to address basic road maintenance, rehabilitation, and critical safety needs on both the state highway and local street and road systems. SB 1 increased per-gallon fuel excise taxes, diesel fuel taxes, and vehicle registration fees. These funds are distributed to cities and counties through various programs, including the Local Streets and Roads Program. Under this program, the State Controller’s Office deposits funding into the Road Maintenance and Rehabilitation Account (RMRA), which apportions funds to cities and counties through a formula based on population and the number of registered vehicles. The City’s apportionment of RMRA revenue is estimated to be $1,458,482 for FY 2026-27.

In order to become eligible to receive RMRA funding, the City is required to submit a resolution annually containing a list of proposed RMRA-funded projects to the California Transportation Commission. Allowable project types include road maintenance and rehabilitation, safety projects, traffic control devices, and complete streets components.

The FY 2026-27 RMRA project list includes the following projects:

1. Citywide Street Resurfacing Projects

2. Citywide Pavement Condition Evaluation
These projects are included in the proposed Capital Improvement Project List for Fiscal Year 2026-27 and were selected for maintenance of areas that would not have otherwise been funded at this time.

RMRA funding has a Maintenance of Effort (MOE) requirement to ensure that these funds do not supplant General Fund spending on streets and roads. The City’s MOE is $4,689,696, based on the City’s average General Fund expenditure for streets and roads reported in the Annual Street Report for FY 2009-10, FY 2010-11, and FY 2011-12. Staff expects to meet the 303

MOE and therefore recommends submitting a project list for FY 2026-27, allowing the City to become eligible to receive RMRA funding.

Legal Review
This report has been reviewed by the City Attorney’s Office.

Financial Impact
Adopting the subject resolution and approving the project list will allow the City to receive the estimated RMRA funding of $1,458,482, restricted for specific types of streets and road projects.

Attachments

1. Draft Resolution
304

Conflict of Interest Awareness Checklist
Note: This checklist is informational only and does not constitute a legal determination. Each Councilmember remains responsible for identifying, disclosing, and evaluating any disqualifying interests under the Political Reform Act and applicable FPPC regulations.

1. Site-Specific Property Interest
Does this item involve a project site or other identifiable real property? ☐ Yes
☒ No
If yes, identify the project site:

Councilmembers should consider whether they own, lease, or hold interests in real property within 1,000 feet of the project site. (Gov. Code § 87103(b); FPPC Reg. 18702.2).

2. SB 1439 / Gov. Code § 84308 Applicability (Campaign Contributions) Does this item involve a license, permit, other entitlement for use, or a contract or franchise agreement that is not competitively bid, a labor agreement, or a personal employment contract?
☐ Yes
☒ No
If yes, identify the applicant(s), appellant(s), party, or participant(s):

Councilmembers should review campaign contributions received within the prior 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision. (Gov. Code § 84308). 305
306
RESOLUTION NO. 2026-____
A Resolution of the City Council of the City of Palm Desert, California, Adopting Before the City Council a List of Projects for Fiscal Year 2026-27 Funded by SB1:

The Road Repair and Accountability Act of 2017
WHEREAS, Senate Bill 1 (SB 1), the Road Repair and Accountability Act of 2017 (Chapter 5, Statutes of 2017) was passed by the Legislature and signed into law by the Governor in April 2017 to address the significant multi-modal transportation funding shortfalls statewide; and WHEREAS, SB 1 includes accountability and transparency provisions that will ensure the residents of our City are aware of the projects proposed for funding in our community and which projects have been completed each fiscal year; and
WHEREAS, the City must adopt by resolution a list of projects proposed to receive fiscal year funding from the Road Maintenance and Rehabilitation Account (RMRA), created by SB 1, which must include a description and the location of each proposed project, a proposed schedule for the project’s completion, and the estimated useful life of the improvement; and WHEREAS, the City will receive an estimated $1,458,482 in RMRA funding in Fiscal Year 2026-27 from SB 1; and
WHEREAS, this is the tenth year in which the City is receiving SB 1 funding and will enable the City to continue essential road maintenance and rehabilitation projects, safety improvements, repairing and replacing aging bridges, and increasing access and mobility options for the traveling public that would not have otherwise been possible without SB 1; and WHEREAS, the City has undergone a robust public process to ensure public input into our community’s transportation priorities/the project list; and WHEREAS, the City used a Pavement Management System to develop the SB 1 project list to ensure revenues are being used on the most high-priority and cost-effective projects that also meet the communities’ priorities for transportation investment; and WHEREAS, the funding from SB 1 will help the City maintain and rehabilitate streets/roads throughout the City this year and of similar projects into the future; and WHEREAS, the 2023 California Statewide Local Streets and Roads Needs Assessment found that the City’s streets and roads are in a good condition and this revenue will help us increase the overall quality of our road system and over the next decade will bring our streets and roads into an excellent condition; and
WHEREAS, the SB 1 project list and overall investment in our local streets and roads infrastructure with a focus on basic maintenance and safety, investing in complete streets infrastructure, and using cutting-edge technology, materials and practices, will have significant positive co-benefits citywide.

NOW, THEREFORE IT IS HEREBY RESOLVED, ORDERED AND FOUND by the City Council of the City of Palm Desert, California, as follows:

SECTION 1. That the foregoing Recitals are true and correct and are incorporated 307
Resolution No. 2026-____ Page 2
herein by this reference.

SECTION 2. The following list of newly proposed projects will be funded in-part or solely with Fiscal Year 2026-27 Road Maintenance and Rehabilitation Account revenues:

Project Title: CITYWIDE STREET RESURFACING PROJECT
Project Description: The asphalt will be milled down two inches and capped with asphalt concrete.

Project Location: Fred Waring Drive between Deep Canyon to Washington Street Estimated Project Schedule: Start July 2026 – Completion September 2027 based on the component being funded with RMRA funds
Estimated Project Useful Life: 25 years
SECTION 3. The following previously proposed and adopted projects may also utilize Fiscal Year 2026-27 Road Maintenance and Rehabilitation Account revenues in their delivery.

With the relisting of these projects in the adopted fiscal year resolution, the City is reaffirming to the public and the State our intent to fund these projects with Road Maintenance and Rehabilitation Account revenues:

Project Title: CITYWIDE STREET RESURFACING PROJECT
Project Description: The asphalt will be milled down two inches and capped with rubberized asphalt concrete.

Project Location: Monterey Avenue and Gerald Ford Drive Estimated Project Schedule: Start July 2025 – Completion June 2027 based on the component being funded with RMRA funds
Estimated Project Useful Life: 25 years
Project Title: CITYWIDE PAVEMENT CONDITION EVALUATION
Project Description: Contract with a consultant to perform a pavement condition survey, assessment, and inventory services on the entire City Street network.

Project Location: Citywide
Estimated Project Schedule: Start July 2024 – Completion June 2027 based on the component being funded with RMRA funds
Estimated Project Useful Life: The information in the report will be accurate for a period of three to five years but will be updated regularly to maintain accurate data.

ADOPTED ON ________________, 2026.

EVAN TRUBEE
MAYOR
ATTEST:

ANTHONY J. MEJIA

CITY CLERK
308
Resolution No. 2026-____ Page 3
I, Anthony J. Mejia, City Clerk of the City of Palm Desert, hereby certify that Resolution No. 2026-__ is a full, true, and correct copy, and was duly adopted at a regular meeting of the City Council of the City of Palm Desert on _______________________, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

RECUSED:

IN WITNESS WHEREOF, I have hereunto set my hand and affixed the official seal of the City of Palm Desert, California, on ___________________.

ANTHONY J. MEJIA

CITY CLERK
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310

City of Palm Desert Staff Report
Meeting Date: June 11, 2026
Prepared By: Francisco Torres, Public Works Superintendent Department: Public Works
Subject: Authorize the City Manager to Approve Purchase of Annual Grass Seed for Fiscal Year 2026-2027 (Project No. MLS00021)
Recommendation

1. Authorize the City Manager to approve the purchase of 158,500 pounds of grass seed from the lowest responsible bidder in an amount not to exceed $280,000 for Fiscal Year 2026-27.

2. Pursuant to PDMC Section 3.30.160(I), make a finding that such purchase is in the best interest of the City.

3. Authorize the City Attorney to make necessary nonmonetary changes to the agreement.

4. Authorize the City Manager to execute the agreement and any other documents, changes, or amendments necessary to effectuate this action.

Executive Summary
The City of Palm Desert (City) and the Desert Willow Golf Resort (DWGR) annually coordinate the joint purchase of grass seed for the overseeding of City parks, sports fields, greenbelts, and DWGR golf courses. For Fiscal Year 2026-27, staff anticipates purchasing approximately 158,500 pounds of seed at a total cost not to exceed $280,000.

Due to the timing of seed pricing availability, the City Council summer recess, and the need to meet critical overseeding schedules, staff recommend authorizing the City Manager to approve the purchase directly from the lowest responsible bidder. This approach will allow the City to secure competitive pricing, maintain operational timelines, and ensure adequate seed availability for the upcoming overseeding season.

Background
Each year, the City and DWGR jointly purchase grass seed to maximize cost savings and coordinate delivery timing for annual overseeding operations. The seed is used throughout City parks, sports fields, medians, and greenbelts, as well as DWGR’s Firecliff and Mountain View golf courses.

DWGR has recently completed turf-reduction projects, resulting in an approximate reduction of 16,000 pounds of annual seed usage. The golf courses are overseeded earlier in the season to ensure operational readiness during peak golf season while one course remains closed for overseeding. Earlier overseeding often results in lower germination rates due to persistent heat conditions, requiring additional seed quantities to maintain turf quality and course conditions. 311

The fall golf season represents a high-demand operational period for DWGR. To ensure adequate turf establishment prior to the season, DWGR has identified September 7, 2026, as the required delivery deadline for seed procurement.

To accommodate this schedule, the City will release a Request for Quotes (RFQ) with a submission deadline of July 9, 2026, ahead of the typical seed pricing period.

Analysis
Seed growers typically release annual pricing in early July in preparation for the overseeding season. Suppliers have indicated that seed production is stabilizing and pricing is expected to remain competitive; however, fuel costs, inflation, and transportation expenses continue to impact market pricing.

Staff estimates purchasing approximately 158,500 pounds of seed this fiscal year, a decrease of 16,000 pounds from the previous year’s quantity of 174,500 pounds. This decrease is due to the completion of turf reduction projects at DWGR.

The estimated total purchase amount includes 15 percent contingency to account for potential fluctuations in seed pricing and transportation costs.

Current supplier estimates perennial ryegrass seed pricing at approximately $1.45 to $1.55 per pound, although pricing may fluctuate by as much as $0.30 per pound depending on market conditions at the time of purchase.

The following table summarizes historical seed costs:

Historically, the joint purchase arrangement between the City and DWGR has resulted in significant operational efficiencies and coordinated procurement savings.

Should actual costs exceed the authorized amount of $280,000, staff will return to the City Council on August 20, 2026, for ratification and additional authorization if necessary.

Legal Review
This report has been reviewed by the City Attorney’s Office.

Seed
Price Per Pound
2021 2022 2023 2024 2025 2026
Estimate
Perennial Ryegrass seed (Blend) $1.75 $2.20 $1.50 $1.50 $1.06 $1.45 Perennial Ryegrass Seed (Apron) $2.00 $2.25 $1.58 $1.58 $1.24 $1.54 Poa Trivialis Grass Seed $4.00 $5.25 $4.99 $4.99 $4.26 $4.56 312

Financial Impact
The proposed Fiscal Year 2026-27 Financial Plan includes sufficient funding for the anticipated purchase of grass seed. Therefore, there is no further financial impact to the General Fund.

The Public Works Department expects to purchase approximately 43,000 pounds of perennial ryegrass seed (blend) at an estimated cost of $80,000, while DWGR is expected to utilize approximately 115,500 pounds of seed at an estimated cost of $200,000.

The total proposed budget allocation for the annual seed purchase is $285,000 and is distributed among the following accounts:

FY 2026-27 Account
Number
Available Budget
Civic Center Park 1104610-4332001 $30,000
Tri-Cities Sports Facilities 1104610-4337100 $15,000
Parks 1104611-4332001 $25,000
El Paseo Medians 1104614-4337001 $10,000
Haystack Greenbelt 2764374-4332100 $5,000
Public Works Department’s Budget $85,000
Desert Willow Golf Resort 4414159-4809200 $200,000
Total Budget $285,000
Estimated Seed Cost $280,000
Budget Balance $5,000
*Although the amounts listed are intended to cover the purchases, actual distribution of costs will vary on actual use.

Attachments

1. None
313

Conflict of Interest Awareness Checklist
Note: This checklist is informational only and does not constitute a legal determination. Each Councilmember remains responsible for identifying, disclosing, and evaluating any disqualifying interests under the Political Reform Act and applicable FPPC regulations.

1. Site-Specific Property Interest
Does this item involve a project site or other identifiable real property? ☐ Yes
☒ No
If yes, identify the project site:

Councilmembers should consider whether they own, lease, or hold interests in real property within 1,000 feet of the project site. (Gov. Code § 87103(b); FPPC Reg. 18702.2).

2. SB 1439 / Gov. Code § 84308 Applicability (Campaign Contributions) Does this item involve a license, permit, other entitlement for use, or a contract or franchise agreement that is not competitively bid, a labor agreement, or a personal employment contract?
☐ Yes
☒ No
If yes, identify the applicant(s), appellant(s), party, or participant(s):

Councilmembers should review campaign contributions received within the prior 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision. (Gov. Code § 84308). 314

City of Palm Desert Staff Report
Meeting Date: June 11, 2026
Prepared By: Kevin Swartz, Project Manager
Department: Public Works
Subject: Award a Maintenance Services Agreement to US Metro Group, Inc., for Janitorial Services at City-Owned Facilities, Project No. MFA00023 Recommendation

1. Authorize the termination of Maintenance Services Agreement, Contract No. C42320, with Merchants Building Maintenance, LLC, for janitorial services at City-owned facilities in accordance with Section 3.4.1 of the agreement, with an effective termination date of August 31, 2026.

2. Award a Maintenance Services Agreement to US Metro Group, Inc., for janitorial services at City-owned facilities in the amount of $465,664.87, subject to cost price index (CPI) increase, for a three-year term with the option of two, one-year extensions.

3. Authorize allowable extra work and services in an annual amount of $40,000.

4. Authorize the City Attorney to make necessary non-monetary changes to the agreement.

5. Authorize the City Manager to execute the agreement, amendments, and any other documents necessary to effectuate this action, in accordance with Municipal Code Section 3.30.170(B).

Executive Summary
Staff recommends terminating the City’s existing janitorial services agreement with Merchants Building Maintenance, LLC (Merchants), and awarding a new Maintenance Services Agreement to US Metro Group, Inc., for janitorial services at City-owned facilities.

The City’s janitorial service needs have evolved due to expanded facility operations, changing service expectations, and increased operational demands across City-owned properties. As part of ongoing operational and fiscal best practices, staff initiated a Request for Proposals (RFP) process to evaluate whether the City could obtain improved service quality, stronger operational accountability, and better overall value through the marketplace.

Staff determined that US Metro provides the best overall value to the City. They demonstrated the strongest overall combination of operational accountability, responsiveness, management involvement, quality assurance, municipal experience, and technology-based service tracking.

Background
On June 9, 2022, the City entered into Contract No. C42320 with Merchants for janitorial services at City-owned facilities. The agreement included a five-year term with three optional one-year extensions and an initial annual contract amount of $436,743. 315

Since execution of the agreement, the City’s janitorial service needs have expanded due to operational changes and the addition of facilities and services. The contract amount subsequently increased to approximately $659,602 to accommodate services at the Palm Desert Aquatic Center and Library at College of the Desert, additional janitorial hours at the Corporation Yard, and day porter services at the Parkview Building.

Although staff has maintained a positive working relationship with Merchants, staff determined that it was appropriate to evaluate the marketplace through a competitive RFP process.

Request for Proposals Process
The City advertised the RFP on March 12, 2026, through the City’s OpenGov procurement portal as Project ID 2026-RFP-001. As part of the solicitation process, staff revised the scope of services to better align with current operational priorities. Revisions to the scope include the removal of exterior window cleaning services, elimination of janitorial services at the Parkview Building, reduction of janitorial hours at the Corporation Yard (eight hours per day to six hours per day), and additional carpet and furniture cleaning at the Library.

Six proposals were received electronically by April 15, 2026. A selection committee evaluated the proposals based on the RFP evaluation criteria, including firm qualifications and experience, staffing plan and key personnel, work plan and service approach, quality control and supervision, safety program and training, references, and pricing.

Based on the evaluation criteria scores, the proposals were ranked as follows:

Contractor Location (Main
Office)
Rank Total Bid
US Metro Group, Inc. Cypress, CA 1 $465,664.87
Executive Facility Services, Inc. Riverside, CA 2 $489,801.48 Merchants Building Maintenance,
LLC
Pomona, CA 3 $458,448.00
Universal Building Maintenance, LLC South Pasadena, CA 4 $513,280.80 Verde Clean, Inc. Phoenix, AZ 5 $544,111.08
Base Hill, Inc. Santa Fe Springs, CA 6 $337,614.48
Analysis
The top-ranked proposers were invited to participate in interviews as part of the evaluation process. Base Hill, Inc., which submitted the lowest-cost proposal, was also invited to interview so the evaluation team could further evaluate its pricing structure, staffing model, and operational approach.

Recommended Vendor – US Metro Group, Inc.

Following review of the proposals in accordance with the RFP evaluation criteria, interviews, and references, staff determined that the proposal from US Metro Group, Inc. provides the best overall value to the City. While several proposers demonstrated relevant experience and competitive pricing, US Metro distinguished itself by presenting the strongest combination of 316

operational accountability, responsiveness, management involvement, communication, quality assurance, municipal experience, and technology-based service tracking.

US Metro’s proposal included a centralized work order and issue-tracking platform that allows City staff, supervisors, and janitorial personnel to document service concerns, upload photographs, track progress, and verify completion in real time. The firm also demonstrated a clear supervisory structure, weekly inspection procedures with formal reporting, ongoing employee training, and defined response commitments intended to improve service consistency and reduce the administrative burden currently placed on City staff.

Compared with the other highly ranked proposers, the evaluation team found that US Metro provided the clearest and most comprehensive framework for documenting, tracking, resolving, and verifying service issues. Staff further determined that US Metro’s operational systems and management approach most directly addressed the City’s current concerns regarding service consistency, responsiveness, communication, and oversight.

Staff negotiated a reduction to US Metro’s original proposal amount from $479,079 to $465,664, representing a reduction of approximately $13,415. The final negotiated amount is approximately $7,200 higher than the incumbent proposal. Staff determined that this modest cost difference is justified by the additional operational controls, supervisory structure, reporting systems, and quality assurance procedures provided under the proposed agreement.

Incumbent Provider - Merchants Building Maintenance
Merchants has served as the City's janitorial services provider since 2022. During the interview, Merchants presented a technology-based work order and communication platform intended to improve service tracking and operational efficiency. However, Merchants acknowledged that the platform has not yet been fully implemented at City facilities because janitorial staff have not consistently adopted or utilized the system.

The evaluation team viewed this as a significant concern because the operational benefits presented during the interview could not be validated based on the City's current experience under the existing contract.

Additionally, Merchants indicated that work order response and resolution timelines generally require a minimum of approximately three days.

The evaluation team concluded that, while Merchants demonstrated familiarity with the City's facilities and submitted a slightly lower price than US Metro, the $7,216.87 price difference between Merchants and US Metro is marginal when compared to US Metro’s centralized work order and issue-tracking platform, supervisory structure, and response commitments offered by US Metro.

Lowest-Cost Proposal – Base Hill, Inc.

Base Hill, Inc. submitted the lowest-cost proposal at $337,614. The evaluation team identified concerns regarding the firm’s operational structure, management depth, quality control processes, and readiness to manage a multi-facility contract of this scope and complexity.

During the interview process, Base Hill did not demonstrate a formalized work order or issuetracking platform comparable to other highly ranked proposers. Communication regarding 317

service concerns appeared to rely primarily on text messages and emailed photographs rather than a centralized system with documented tracking, assignment, resolution, and reporting capabilities.

The evaluation team also identified concerns regarding the firm’s limited municipal experience, reliance on a single lead janitorial resource rather than a broader supervisory structure, and a training program focused primarily on annual compliance-based training. Staff also identified concerns regarding the long-term sustainability of the proposed pricing structure, particularly given the request for CPI adjustments beginning after the first year despite the proposed initial three-year agreement term.

While Base Hill’s pricing was competitive, staff determined that the proposal did not demonstrate the same level of operational sophistication, accountability, management support, municipal experience, or quality assurance as US Metro. Staff further concluded that selection of the lowest-cost proposal would present a higher risk of service deficiencies and increased oversight.

Conclusion
After evaluating the written proposals, interviews, pricing, operational approaches, management structures, references, and overall demonstrated capability of each firm, staff determined that US Metro Group, Inc., provides the best overall value to the City. US Metro demonstrated the strongest overall combination of operational accountability, responsiveness, communication, quality assurance, management involvement, municipal experience, and technology-based service tracking. Staff further determined that US Metro’s proposed operational framework most directly addresses the City’s current service concerns while reducing the level of oversight currently required by City staff. Based on the evaluation process and overall demonstrated qualifications, staff recommend awarding the Maintenance Services Agreement to US Metro Group, Inc., for janitorial services at City-owned facilities.

Environmental Review
The proposed award of a maintenance services agreement for janitorial services at existing City-owned facilities is not a project subject to CEQA pursuant to CEQA Guidelines sections 15060(c)(3) and 15378 because it will not result in a direct or reasonably foreseeable indirect physical change in the environment.

Legal Review
This report has been reviewed by the City Attorney’s Office.

Financial Impact
Funds in the amount of $530,000 are included in the proposed Fiscal Year 2026-27 Financial Plan for janitorial services under various Public Works Facility accounts. The recommended award amount is $465,664.87, plus an annual amount of $40,000 for extra services. Therefore, there is no additional financial impact to the General Fund.

The following table illustrates the accounts and budget associated for each area*:
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Area / Account Budget Annual Cost Balance
1104330-4331000 – Corpyard $55,000 $43,266.29
1104340-332600 – City Hall $125,000 $122,175,81
1104344-4331000 – Portola CC $30,000 $28,844.19
2424549-4331101 – PD Aquatic Ctr $25,000 $21,357.10
2524662-4332600 – Library $75,000 $71,775.26
4254430-4395000 – ERC $25,000 $19,194.23
5104195-4369500 – Sheriff Ctr $90,000 $69,768.88
5104195-4369602 – State Bldg $90,000 $75,590.97
5104195-4369800 – Henderson Bldg $15,000 $13,692.14
Totals $530,000 $465,664.87 $64,335.13
Allowable extra work and services $40,000.00
Remaining Balance $24,335.13
*Amounts listed are estimates for required services, actual distribution of costs may vary on actual use.

Attachments

1. Maintenance Services Agreement Contract

2. Vendor Bid

3. Updated Pricing

4. Performance and Payment Bonds
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Conflict of Interest Awareness Checklist
Note: This checklist is informational only and does not constitute a legal determination. Each Councilmember remains responsible for identifying, disclosing, and evaluating any disqualifying interests under the Political Reform Act and applicable FPPC regulations.

1. Site-Specific Property Interest
Does this item involve a project site or other identifiable real property? ☐ Yes
☒ No
If yes, identify the project site:

Councilmembers should consider whether they own, lease, or hold interests in real property within 1,000 feet of the project site. (Gov. Code § 87103(b); FPPC Reg. 18702.2).

2. SB 1439 / Gov. Code § 84308 Applicability (Campaign Contributions) Does this item involve a license, permit, other entitlement for use, or a contract or franchise agreement that is not competitively bid, a labor agreement, or a personal employment contract?
☐ Yes
☒ No
If yes, identify the applicant(s), appellant(s), party, or participant(s):

Councilmembers should review campaign contributions received within the prior 12 months from parties or participants to the proceeding and must not accept contributions over $500 from those parties for 12 months following the final decision. (Gov. Code § 84308). 320
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CITY OF PALM DESERT

MAINTENANCE SERVICES AGREEMENT

1. Parties and Date. This Agreement is made and entered into on August 1, 2026, by and between the City of Palm Desert, a municipal corporation organized under the laws of the State of California with its principal place of business at 73-510 Fred Waring Drive, Palm Desert, California 92260-2578, (“City”) and U.S. Metro Group, Inc., a SCorporation, with its principal place of business at 6803 International Avenue, Suite 101, Cypress, CA 90630 (“Contractor”). City and Contractor are sometimes individually referred to herein as "Party" and collectively as "Parties."

1.1 City Council Approval.

On June 11, 2026, City Council approved the award of this Agreement to the Contractor above.

2. Recitals.

2.1 Contractor.

Contractor desires to perform and assume responsibility for the provision of certain maintenance services required by the City on the terms and conditions set forth in this Agreement. Contractor represents that it is experienced in providing maintenance services to public clients, that it and its subcontractors have all necessary licenses and permits to perform the services in the State of California, and that it is familiar with the plans of City. Contractor shall not subcontract any portion of the work required by this Agreement, except as expressly stated herein, without prior written approval of City.

Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement.

2.2 Project.

The City desires to engage Contractor to render such services as set forth in this Contract for the following project:

Janitorial Services – City-Owned Facilities
Project No. MFA00023
(hereinafter referred to as “the Project”).

3. Terms.

3.1 Scope of Services and Term.

3.1.1 General Scope of Services. Contractor promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the maintenance services necessary for the Project (“Services”). The Services are more particularly described in Exhibit “A” attached hereto and incorporated herein by reference. All Services shall be subject to, and performed in accordance with, this Agreement, the exhibits attached hereto and 321
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incorporated herein by reference, and all applicable local, state, and federal laws, rules and regulations.

3.1.2 Term. The term of this Agreement shall be from August 1, 2026 to June 30, 2029, unless earlier terminated as provided herein. The City shall have the unilateral option, at its sole discretion, to renew this Agreement automatically for no more than two additional one-year terms. Contractor shall complete the Services within the term of this Agreement and shall meet any other established schedules and deadlines.

The Parties may, by mutual, written consent, extend the term of this Agreement if necessary to complete the Services.

3.2 Responsibilities of Contractor.

3.2.1 Control and Payment of Subordinates; Independent Contractor. The Services shall be performed by Contractor or under its supervision. Contractor will determine the means, methods, and details of performing the Services subject to the requirements of this Agreement. City retains Contractor on an independent contractor basis and not as an employee. Any personnel performing the Services under this Agreement on behalf of Contractor shall not be employees of City and shall at all times be under Contractor’s exclusive direction and control. Contractor shall pay all wages, salaries, and other amounts due such personnel in connection with their performance of Services under this Agreement and as required by law. Contractor shall be responsible for all reports and obligations respecting such additional personnel, including, but not limited to social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers’ compensation insurance.

3.2.2 Schedule of Services. Contractor shall perform the Services in a prompt and timely manner in accordance with the Schedule of Services set forth in Exhibit “A” attached hereto and incorporated herein by reference. Contractor represents that it has the professional and technical personnel required to perform the Services in conformance with such conditions. Upon request of City, Contractor shall provide a more detailed schedule of anticipated performance to meet the Schedule of Services.

3.2.3 Conformance to Applicable Requirements. All work prepared by Contractor shall be subject to the approval of City.

3.2.4 City’s Representative. The City hereby designates Kevin Swartz, Project Manager, or his or her designee, to act as its representative for the performance of this Agreement (“City’s Representative”). City’s Representative shall have the power to act on behalf of the City for all purposes under this Agreement except for increasing compensation. Contractor shall not accept direction or orders from any person other than the City’s Representative or his or her designee.

3.2.5 Contractor’s Representative. Contractor hereby designates Evelyn Lee, Chairman of the Board, or his or her designee, to act as its representative for the performance of this Agreement (“Contractor’s Representative”). Contractor’s Representative shall have full authority to represent and act on behalf of the Contractor for all purposes under this Agreement. The Contractor’s Representative shall supervise and direct the Services, using his best skill and attention, and shall be responsible for all 322
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means, methods, techniques, sequences, and procedures and for the satisfactory coordination of all portions of the Services under this Agreement.

3.2.6 Coordination of Services. Contractor agrees to work closely with City staff in the performance of Services and shall be available to City’s staff, consultants, and other staff at all reasonable times.

3.2.7 Standard of Care; Performance of Employees. Contractor shall perform all Services under this Agreement in a skillful and competent manner, consistent with the standards generally recognized as being employed by professionals in the same discipline in the State of California. Contractor represents and maintains that it is skilled in the professional calling necessary to perform the Services. Contractor warrants that all employees and subcontractors shall have sufficient skill and experience to perform the Services assigned to them. Finally, Contractor represents that it, its employees, and subcontractors have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, including a City Business License, and that such licenses and approvals shall be maintained throughout the term of this Agreement. Contractor shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Contractor’s failure to comply with the standard of care provided for herein. Any employee of the Contractor or its sub-contractors who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Project, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from the Project by the Contractor and shall not be re-employed to perform any of the Services or to work on the Project.

3.2.8 Period of Performance. Contractor shall perform and complete all Services under this Agreement within the term set forth in Section 3.1.2 above (“Performance Time”). Contractor shall perform the Services in strict accordance with any completion schedule or Project milestones described in Exhibits “A” or “B” attached hereto, or which may be provided separately in writing to the Contractor. Contractor agrees that if the Services are not completed within the aforementioned Performance Time and/or pursuant to any such completion schedule or Project milestones developed pursuant to provisions of this Agreement, it is understood, acknowledged and agreed that the City will suffer damage. Neither City nor Contractor shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non-performing Party. For purposes of this Agreement, such circumstances include a Force Majeure Event. A Force Majeure Event shall mean an event that materially affects a Party’s performance and is one or more of the following:
(1) Acts of God or other natural disasters; (2) terrorism or other acts of a public enemy; (3) orders of governmental authorities (including, without limitation, unreasonable and unforeseeable delay in the issuance of permits or approvals by governmental authorities that are required for the Services); (4) strikes and other organized labor action occurring at the site and the effects thereof on the Services, only to the extent such strikes and other organized labor action are beyond the control of Contractor and its subconsultants, and to the extent the effects thereof cannot be avoided by use of replacement workers; and (5) pandemics, epidemics or quarantine restrictions. For purposes of this section, 323
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“orders of governmental authorities,” includes ordinances, emergency proclamations and orders, rules to protect the public health, welfare and safety, and other actions of a public agency applicable to the Services and Agreement.

Should a Force Majeure Event occur, the non-performing Party shall, within a reasonable time of being prevented from performing, give written notice to the other Party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement. Force Majeure Events and/or delays, regardless of the Party responsible for the delay, shall not entitle Contractor to any additional compensation. Notwithstanding the foregoing in this section, the City may still terminate this Agreement in accordance with the termination provisions of this Agreement.

3.2.9 Disputes. Should any dispute arise respecting the true value of any work done, of any work omitted, or of any extra work which Contractor may be required to do or respecting the size of any payment to Contractor during the performance of this Contract, Contractor shall continue to perform the Work while said dispute is decided by the City. If Contractor disputes the City’s decision, Contractor shall have such remedies as may be provided by law.

3.2.10 Laws and Regulations; Employee/Labor Certifications. Contractor shall keep itself fully informed of and in compliance with all local, state, and federal laws, rules and regulations in any manner affecting the performance of the Project or the Services, including all Cal/OSHA requirements, and shall give all notices required by law.

Contractor shall be liable for all violations of such laws and regulations in connection with the Services and this Agreement. All violations of such laws and regulations shall be grounds for the City to terminate the Agreement for cause. City is a public entity of the State of California subject to certain provisions of the Health & Safety Code, Government Code, Public Contract Code, and Labor Code of the State. It is stipulated and agreed that all provisions of the law applicable to the public contracts of a municipality are a part of this Agreement to the same extent as though set forth herein and will be complied with.

3.2.10.1 Employment Eligibility; Contractor. Contractor certifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time and shall require all subconsultants and sub-subconsultants to comply with the same. Contractor certifies that it has not committed a violation of any such law within the five (5) years immediately preceding the date of execution of this Agreement and shall not violate any such law at any time during the term of the Agreement.

3.2.10.2 Labor Certification. By its signature hereunder, Contractor certifies that it is aware of the provisions of Section 3700 of the California Labor Code which require every employer to be insured against liability for Workers’ Compensation or to undertake self-insurance in accordance with the provisions of that Code and agrees to comply with such provisions before commencing the performance of the Services.

3.2.10.3 Equal Opportunity Employment. Contractor represents that it is an equal opportunity employer, and it shall not discriminate against any subcontractor, 324
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employee or applicant for employment because of race, religion, color, national origin, handicap, ancestry, sex or age. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination. Contractor shall comply with all relevant provisions of City’s Minority Business Enterprise program, Affirmative Action Plan or other related programs or guidelines currently in effect or hereinafter enacted.

3.2.10.4 Air Quality. Contractor must fully comply with all applicable laws, rules and regulations in furnishing or using equipment and/or providing services, including, but not limited to, emissions limits and permitting requirements imposed by the California Air Resources Board (CARB). Contractor shall specifically be aware of the CARB limits and requirements’ application to “portable equipment”, which definition is considered by CARB to include any item of equipment with a fuel-powered engine.

Contractor shall indemnify City against any fines or penalties imposed by CARB or any other governmental or regulatory agency for violations of applicable laws, rules and/or regulations by Contractor, its subcontractors, or others for whom Contractor is responsible under its indemnity obligations provided for in this Agreement.

3.2.10.5 Water Quality Management and Compliance. To the extent applicable, Contractor’s Services must account for, and fully comply with, all local, state and federal laws, rules and regulations that may impact water quality compliance, including, without limitation, all applicable provisions of the Federal Water Pollution Control Act (33 U.S.C. §§ 1300); the California Porter-Cologne Water Quality Control Act (Cal Water Code §§ 13000-14950); laws, rules and regulations of the Environmental Protection Agency and the State Water Resources Control Board; the City’s ordinances regulating discharges of storm water; and any and all regulations, policies, or permits issued pursuant to any such authority regulating the discharge of pollutants, as that term is used in the Porter-Cologne Water Quality Control Act, to any ground or surface water in the State. Failure to comply with the laws, regulations and policies described in this Section is a violation of law that may subject Contractor to penalties, fines, or additional regulatory requirements.

3.2.11 Insurance.

3.2.11.1 Minimum Requirements. Without limiting Contractor’s indemnification of City, and prior to commencement of the Services, Contractor shall obtain, provide, and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form that is satisfactory to City.
(A) General Liability Insurance. Contractor shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage.

The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted. 325
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(B) Automobile Liability Insurance. Contractor shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Contractor arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident. The City’s Risk Manager may modify this requirement if it is determined that Consultant will not be utilizing a vehicle in the performance of his/her duties under this Agreement.
(C) Umbrella or Excess Liability Insurance. Contractor may opt to utilize umbrella or excess liability insurance in meeting insurance requirements. In such circumstances, Contractor may obtain and maintain an umbrella or excess liability insurance policy with limits that will provide bodily injury, personal injury, and property damage liability coverage at least as broad as the primary coverages set forth above, including commercial general liability and employer’s liability. Such policy or policies shall include the following terms and conditions:
(a) A drop-down feature requiring the policy to
respond if any primary insurance that would
otherwise have applied proves to be
uncollectible in whole or in part for any reason;
(b) Pay on behalf of wording as opposed to
reimbursement;
(c) Concurrency of effective dates with primary
policies; and
(d) Policies shall “follow form” to the underlying
primary policies.
(e) Insureds under primary policies shall also be
insureds under the umbrella or excess policies.
(D) Workers’ Compensation Insurance. Contractor shall
maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000). Contractor shall submit to City, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of the City, its elected or appointed officers, and their respective agents, officials, employees, volunteers, and representatives.

3.2.11.2 Other Provisions and Requirements.
(A) Proof of Insurance. Contractor shall provide certificates of insurance to City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by City’s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with City at all times 326
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during the term of this contract. City reserves the right to require complete, certified copies of all required insurance policies, at any time.
(B) Duration of Coverage. Contractor shall procure and
maintain for the duration of the contract insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the work hereunder by Contractor, his/her agents, representatives, employees, or subconsultants.
(C) Primary/Non-Contributing. Coverage provided by
Contractor shall be primary and any insurance or self-insurance procured or maintained by City shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of City before the City’s own insurance or self-insurance shall be called upon to protect it as a named insured.
(D) City’s Rights of Enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications, or is canceled and not replaced, City has the right, but not the duty, to obtain the insurance it deems necessary, and any premium paid by City will be promptly reimbursed by Contractor, or City will withhold amounts sufficient to pay premium from Contractor payments. In the alternative, City may cancel this Agreement. (E) Acceptable Insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager. (F) Waiver of Subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against the City, its elected or appointed officers, and their respective agents, officials, employees, volunteers, and representatives, or shall specifically allow Contractor or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Contractor hereby waives its own right of recovery against the City, its elected or appointed officers, and their respective agents, officials, employees, volunteers, and representatives, and shall require similar written express waivers and insurance clauses from each of its subcontractors. (G) Enforcement of Contract Provisions (non estoppel).

Contractor acknowledges and agrees that any actual or alleged failure on the part of the City to inform Contractor of non-compliance with any requirement imposes no additional obligations on the City nor does it waive any rights hereunder. 327
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(H) Requirements Not Limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Contractor maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.
(I) Notice of Cancellation. Contractor agrees to oblige its insurance agent or broker and insurers to provide City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.
(J) Additional Insured Status. General liability, automobile liability, and if applicable, pollution liability and cyber liability, policies shall provide or be endorsed to provide that the City, its elected or appointed officers, and their respective agents, officials, employees, volunteers, and representatives, shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies.
(K) Prohibition of Undisclosed Coverage Limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to City and approved of in writing.
(L) Separation of Insureds. A severability of interests provision must apply for all additional insureds ensuring that Contractor’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions.
(M) Pass Through Clause. Contractor agrees to ensure that its sub-consultants, sub-contractors, and any other party involved with the Project who is brought onto or involved in the project by Contractor, provide the same minimum insurance coverage and endorsements required of Contractor. Contractor agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Contractor agrees that upon request, all agreements with consultants, subcontractors, and others engaged in the Project will be submitted to City for review. (N) City’s Right to Revise Specifications. The City or its Risk Manager reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the Contractor ninety (90) days advance written notice of such change. If such change results in cost to the Contractor, the City and Contractor may renegotiate Contractor’s compensation. If the City reduces 328
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the insurance requirements, the change shall go into effect immediately and require no advanced written notice.
(O) Self-Insured Retentions. Any self-insured retentions must be declared to and approved by City. City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by City. (P) Timely Notice of Claims. Contractor shall give City prompt and timely notice of claims made or suits instituted that arise out of or result from Contractor’s performance under this Agreement, and that involve or may involve coverage under any of the required liability policies.
(Q) Additional Insurance. Contractor shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work.

3.2.12 Safety. Contractor shall execute and maintain its work so as to avoid injury or damage to any person or property. In carrying out its Services, the Contractor shall at all times be in compliance with all applicable local, state and federal laws, rules and regulations, and shall exercise all necessary precautions for the safety of employees appropriate to the nature of the work and the conditions under which the work is to be performed. Safety precautions, where applicable, shall include, but shall not be limited to:
(A) adequate life protection and lifesaving equipment and procedures; (B) instructions in accident prevention for all employees and subcontractors, such as safe walkways, scaffolds, fall protection ladders, bridges, gang planks, confined space procedures, trenching and shoring, equipment and other safety devices, equipment and wearing apparel as are necessary or lawfully required to prevent accidents or injuries; and (C) adequate facilities for the proper inspection and maintenance of all safety measures.

3.2.13 Bonds.

3.2.13.1 Performance Bond. Contractor shall be required to execute and provide to City concurrently with this Agreement a Performance Bond in the amount of the total, not-to-exceed compensation indicated in this Agreement, and in a form provided or approved by the City. No payment will be made to Contractor until a Performance Bond has been received and approved by the City. Contractor shall use and accept the standard bond template provided by the City.

3.2.13.2 Payment Bond. Contractor shall be required to execute and provide to City concurrently with this Agreement a Payment Bond in the amount of the total, not-to-exceed compensation indicated in this Agreement, and in a form provided or approved by the City. No payment will be made to Contractor until a Performance Bond has been received and approved by the City. Contractor shall use and accept the standard bond template provided by the City.

3.2.13.3 Bond Provisions. Should, in City’s sole opinion, any bond become insufficient, or any surety be found to be unsatisfactory, Contractor shall renew 329
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or replace the affected bond within ten (10) days of receiving notice from City. In the event the surety or Contractor intends to reduce or cancel any required bond, at least thirty (30) days prior written notice shall be given to the City, and Contractor shall post acceptable replacement bonds at least ten (10) days prior to expiration of the original bonds. No further payments shall be deemed due or will be made under this Agreement until any replacement bonds required by this Section are accepted by the City. To the extent, if any, that the total compensation is increased in accordance with the Agreement, the Contractor shall, upon request of the City, cause the amount of the bonds to be increased accordingly and shall promptly deliver satisfactory evidence of such increase to the City.

To the extent available, the bonds shall further provide that no change or alteration of the Agreement (including, without limitation, an increase in the total compensation, as referred to above), extensions of time, or modifications of the time, terms, or conditions of payment to the Contractor, will release the surety. If the Contractor fails to furnish any required bond, the City may terminate this Agreement for cause.

3.2.13.4 Surety Qualifications. Only bonds executed by an admitted surety insurer, as defined in Code of Civil Procedure Section 995.120, shall be accepted.

The surety must be a California-admitted surety with a current A.M. Best’s rating no less than A:VIII and satisfactory to the City. If a California-admitted surety insurer issuing bonds does not meet these requirements, the insurer will be considered qualified if it is in conformance with Section 995.660 of the California Code of Civil Procedure, and proof of such is provided to the City.

3.2.14 Accounting Records. Contractor shall maintain complete and accurate records with respect to all costs and expenses incurred under this Agreement.

All such records shall be clearly identifiable. Contractor shall allow a representative of City during normal business hours to examine, audit, and make transcripts or copies of such records and any other documents created pursuant to this Agreement. Contractor shall allow inspection of all work, data, documents, proceedings, and activities related to the Agreement for a period of three (3) years from the date of final payment under this Agreement.

3.2.15 Work Sites.

3.2.15.1 Inspection of Site. Contractor shall visit sites where Services are to be performed and shall become acquainted with all conditions affecting the Services prior to commencing the Services. Contractor shall make such examinations as it deems necessary to determine the condition of the work sites, its accessibility to materials, workmen and equipment, and to determine Contractor’s ability to protect existing surface and subsurface improvements. No claim for allowances–time or money– will be allowed as to such matters after commencement of the Services.

3.2.15.2 Field Measurements. Contractor shall make field measurements, verify field conditions, and shall carefully compare such field measurements and conditions and other information known to Contractor with the Contract, including any plans, specifications, or scope of work before commencing Services. Errors, inconsistencies, or omissions discovered shall be reported to the City immediately and prior to performing any Services or altering the condition. 330
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3.2.15.3 Hazardous Materials and Differing Conditions. Should Contractor encounter material reasonably believed to be polychlorinated biphenyl (PCB) or other toxic wastes, hazardous substances and hazardous materials as defined in California state or federal law at the site which have not been rendered harmless, the Contractor shall immediately stop work at the affected area and shall report the condition to the City in writing. The City shall contract for any services required to directly remove and/or abate PCBs, hazardous substances, other toxic wastes, and hazardous materials, and shall not require the Contractor to subcontract for such services. The Services in the affected area shall not thereafter be resumed except by written agreement of the City and Contractor.

3.2.16 Loss and Damage. Contractor shall be responsible for all loss and damage which may arise out of the nature of the Services agreed to herein, or from the action of the elements, or from any unforeseen difficulties which may arise or be encountered in the prosecution of the Services until the same is fully completed and accepted by City.

3.2.17 Warranty. Contractor warrants all Services under the Agreement (which for purposes of this Section shall be deemed to include unauthorized work which has not been removed and any non-conforming materials incorporated into the work) to be of good quality and free from any defective or faulty material and workmanship.

Contractor agrees that for a period of one year (or the period of time specified elsewhere in the Agreement or in any guarantee or warranty provided by any manufacturer or supplier of equipment or materials incorporated into the work, whichever is later) after the date of final acceptance, Contractor shall within ten (10) days after being notified in writing by the City of any defect in the Services or non-conformance of the Services to the Agreement, commence and prosecute with due diligence all Services necessary to fulfill the terms of the warranty at its sole cost and expense. Contractor shall act sooner as requested by the City in response to an emergency. In addition, Contractor shall, at its sole cost and expense, repair and replace any portions of the work (or work of other contractors) damaged by its defective Services or which becomes damaged in the course of repairing or replacing defective work. For any work so corrected, Contractor’s obligation hereunder to correct defective work shall be reinstated for an additional one (1) year period, commencing with the date of acceptance of such corrected work. Contractor shall perform such tests as the City may require to verify that any corrective actions, including, without limitation, redesign, repairs, and replacements comply with the requirements of the Agreement. All costs associated with such corrective actions and testing, including the removal, replacement, and reinstitution of equipment and materials necessary to gain access, shall be the sole responsibility of the Contractor. All warranties and guarantees of subcontractors, suppliers, and manufacturers with respect to any portion of the work, whether express or implied, are deemed to be obtained by Contractor for the benefit of the City, regardless of whether or not such warranties and guarantees have been transferred or assigned to the City by separate agreement and Contractor agrees to enforce such warranties and guarantees, if necessary, on behalf of the City. In the event that Contractor fails to perform its obligations under this Section, or under any other warranty or guaranty under this Agreement, to the reasonable satisfaction of the City, the City shall have the right to correct and replace any defective or non-conforming work and 331
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any work damaged by such work or the replacement or correction thereof at Contractor's sole expense. Contractor shall be obligated to fully reimburse the City for any expenses incurred hereunder upon demand.

3.3 Fees and Payments.

3.3.1 Compensation. Contractor shall receive compensation, including authorized reimbursements, for all Services rendered under this Agreement at the rates set forth in Exhibit “B” attached hereto and incorporated herein by reference subject.

Rates may only be adjusted for Consumer Price Index for all Urban Consumers (CPI-U) for the Riverside-San Bernardino-Ontario, CA Region rate, All Items, for the 12-month period ending March, with written approval from the City Council or City Manager, as applicable, as noted in Exhibit “B”.

The compensation, per fiscal year, shall not exceed FOUR HUNDRED SIXTY-FIVE THOUSAND SIX HUNDRED SIXTY-FOUR DOLLARS AND 87/100 ($465,664.87) without written approval of the City Council or City Manager, as applicable. Extra Work may be authorized, as described in Section 3.3.5, and if authorized, will be compensated at the rates and manner set forth in this Agreement and shall not exceed FORTY THOUSAND AND 00/100 DOLLARS ($40,000.00) per fiscal year.

The total compensation under this Agreement, including base and extra work, shall not exceed FIVE HUNDRED FIVE THOUSAND SIX HUNDRED SIXTY-FOUR DOLLARS AND 87/100 ($505,664.87) per fiscal year.

3.3.2 Payment of Compensation. Contractor shall submit to City monthly invoices which provides a detailed description of the Services and hours rendered by Contractor. City shall, within thirty (30) days of receiving such statement, review the statement and pay all non-disputed and approved charges. Contractor shall submit its final invoice to City within thirty (30) days from the last date of provided Services or termination of this Agreement and failure by the Contractor to submit a timely invoice shall constitute a waiver of its right to final payment. Payment shall not constitute acceptance of any Services completed by Contractor. The making of final payment shall not constitute a waiver of any claims by the City for any reason whatsoever.

3.3.2.1 Retainer. Reserved.

3.3.3 Deductions. City may deduct or withhold, as applicable, from each progress payment an amount necessary to protect City from loss because of: (1) stop payment notices as allowed by state law; (2) unsatisfactory prosecution of the Services by Contractor; (3) sums representing expenses, losses, or damages as determined by the City, incurred by the City for which Contractor is liable under the Agreement; and (4) any other sums which the City is entitled to recover from Contractor under the terms of the Agreement or pursuant to state law, including Section 1727 of the California Labor Code. The failure by the City to deduct any of these sums from a progress payment shall not constitute a waiver of the City's right to such sums. 332
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3.3.4 Reimbursement for Expenses. Contractor shall not be reimbursed for any expenses unless authorized in writing by City.

3.3.5 Extra Work. At any time during the term of this Agreement, City may request that Contractor perform Extra Work. As used herein, “Extra Work” means any work which is determined by 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. Contractor shall not perform, nor be compensated for, Extra Work without written authorization from City’s Representative.

3.3.6 Prevailing Wages. Contractor is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on “public works” and “maintenance” projects. If the Services are being performed as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, and if the total compensation is $15,000 or more, Contractor agrees to fully comply with such Prevailing Wage Laws. City shall provide Contractor with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement.

Contractor shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request and shall post copies at the Contractor’s principal place of business and at the Project site. Contractor shall defend, indemnify, and hold the City, its elected or appointed officers, and their respective agents, officials, employees, volunteers and representatives free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. It shall be mandatory upon the Contractor and all subcontractors to comply with all California Labor Code provisions, which include but are not limited to prevailing wages (Labor Code Sections 1771, 1774 and 1775), employment of apprentices (Labor Code Section 1777.5), certified payroll records (Labor Code Sections 1771.4 and 1776), hours of labor (Labor Code Sections 1813 and 1815) and debarment of contractors and subcontractors (Labor Code Section 1777.1). The requirement to submit certified payroll records directly to the Labor Commissioner under Labor Code section 1771.4 shall not apply to work performed on a public works project that is exempt pursuant to the small project exemption specified in Labor Code Section 1771.4.

3.3.7 Registration/DIR Compliance. If the Services are being performed as part of an applicable “public works” or “maintenance” project, and if the total compensation is $15,000 or more, then pursuant to Labor Code Sections 1725.5 and 1771.1, the Contractor and all subcontractors performing such Services must be registered with the Department of Industrial Relations. Contractor shall maintain registration for the duration of the Project and require the same of any subcontractors, as applicable. This Project may also be subject to compliance monitoring and enforcement by the Department of Industrial Relations. It shall be Contractor’s sole responsibility to comply with all applicable registration and labor compliance requirements. Any stop orders issued by the Department of Industrial Relations against Contractor or any subcontractor that affect Contractor’s performance of Services, including any delay, shall be Contractor’s sole responsibility. Any delay arising out of or resulting from such stop 333
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orders shall be considered Contractor caused delay and shall not be compensable by the City. Contractor shall defend, indemnify, and hold the City, its elected or appointed officers, and their respective agents, officials, employees, volunteers, and representatives free and harmless from any claim or liability arising out of stop orders issued by the Department of Industrial Relations against Contractor or any subcontractor.

3.3.8 Displaced Janitor Opportunity Act. If applicable, Contractor, as the “Successor Service Contractor,” shall comply with California Labor Code sections 1060 and 1061 pertaining to the retention of employees for a minimum 60-day transition employment period, employees who have been employed by the terminated Contractor or any subcontractors. Contractor expressly agrees to indemnify all of the indemnified parties for any damages or claims of any type arising from Contractor’s breach of its obligations under these provisions of law.

3.4 Termination of Agreement.

3.4.1 Grounds for Termination. City may, by written notice to Contractor, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Contractor of such termination, and specifying the effective date thereof, at least seven (7) days before the effective date of such termination. Upon termination, Contractor shall be compensated only for those Services which have been adequately rendered to City, and Contractor shall be entitled to no further compensation. Contractor may not terminate this Agreement except for cause. The rights and remedies of the City provided in this section shall not be exclusive and are in addition to any other rights and remedies provided by law, equity or under this Agreement.

3.4.2 Effect of Termination. If this Agreement is terminated as provided herein, City may require Contractor to provide all finished or unfinished information of any kind prepared by Contractor in connection with the performance of Services under this Agreement. Contractor shall be required to provide such document and other information within fifteen (15) days of the request.

3.4.3 Early Termination. Notwithstanding any provision herein to the contrary, if for any fiscal year of this Agreement the City Council fails to appropriate or allocate funds for future payment under the Agreement after exercising reasonable efforts to do so, the City may upon seven (7) days’ written notice, order work on the Project to cease. Upon termination, Contractor shall be compensated only for those Services which have been adequately rendered to City, and Contractor shall be entitled to no further compensation.

3.4.4 Additional Services. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated. 334
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3.5 General Provisions.

3.5.1 Delivery of Notices. All notices permitted or required under this Agreement shall be given to the respective parties at the following address, or at such other address as the respective parties may provide in writing for this purpose:

Contractor: US Metro Group, Inc.
6803 International Avenue
Cypress, CA 90630
ATTN: EVELYN LEE, CHAIRMAN OF THE BOARD
City: City of Palm Desert
73-510 Fred Waring Drive
Palm Desert, CA 92260-2578
ATTN: PUBLIC WORKS
Such notice shall be deemed made when personally delivered or when mailed, forty-eight (48) hours after deposit in the U.S. Mail, first class postage prepaid and addressed to the party at its applicable address. Actual notice shall be deemed adequate notice on the date actual notice occurred, regardless of the method of service.

3.5.2 Indemnification.

3.5.2.1 Scope of Indemnity. To the fullest extent permitted by law, Contractor shall defend, indemnify and hold the City, its elected or appointed officers, and their respective agents, officials, employees, volunteers and representatives free and harmless from any and all claims, demands, causes of action, suits, actions, proceedings, costs, expenses, liability, judgments, awards, decrees, settlements, loss, damage or injury of any kind, in law or equity, regardless of whether the allegations are false, fraudulent, or groundless, to property or persons, including wrongful death, (collectively, “Claims”) in any manner arising out of, pertaining to, or incident to any acts, errors or omissions, or willful misconduct of Contractor, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Services, the Project or this Agreement, including without limitation the payment of all expert witness fees, attorneys’ fees and other related costs and expenses except such Claims caused by the sole or active negligence or willful misconduct of the City.

3.5.2.2 Additional Indemnity Obligations. Contractor shall defend, with counsel of City’s choosing and at Contractor’s own cost, expense, and risk, any and all Claims covered by this section that may be brought or instituted against the City, its elected or appointed officers, and their respective agents, officials, employees, volunteers and representatives. In addition, Contractor shall pay and satisfy any judgment, award or decree that may be rendered against the City, its elected or appointed officers, and their 335
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respective agents, officials, employees, volunteers, and representatives as part of any such claim, suit, action, or other proceeding. Contractor shall also reimburse City for the cost of any settlement paid by the City, its elected or appointed officers, and their respective agents, officials, employees, volunteers, and representatives as part of any such claim, suit, action, or other proceeding. Such reimbursement shall include payment for City’s attorney’s fees and costs, including expert witness fees. Contractor shall reimburse the City, its elected or appointed officers, and their respective agents, officials, employees, volunteers, and representatives, for any and all legal expenses and costs incurred by each of them in connection therewith or in enforcing the indemnity herein provided. Contractor’s obligation to indemnify shall survive expiration or termination of this Agreement, and shall not be restricted to insurance proceeds, if any, received by the Contractor, the City, its elected or appointed officers, and their respective agents, officials, employees, volunteers, and representatives.

3.5.3 Governing Law; Government Code Claim Compliance. This Agreement shall be governed by the laws of the State of California. Venue shall be in Riverside County. In addition to any and all Agreement requirements pertaining to notices of and requests for compensation or payment for extra work, disputed work, claims and/or changed conditions, Contractor must comply with the claim procedures set forth in Government Code sections 900 et seq. prior to filing any lawsuit against the City. Such Government Code claims, and any subsequent lawsuit based upon the Government Code claims shall be limited to those matters that remain unresolved after all procedures pertaining to extra work, disputed work, claims, and/or changed conditions have been followed by Contractor. If no such Government Code claim is submitted, or if any prerequisite contractual requirements are not otherwise satisfied as specified herein, Contractor shall be barred from bringing and maintaining a valid lawsuit against the City.

3.5.4 Time of Essence. Time is of the essence for each and every provision of this Agreement.

3.5.5 City’s Right to Employ Other Contractors. City reserves right to employ other contractors in connection with this Project.

3.5.6 Successors and Assigns. This Agreement shall be binding on the successors and assigns of the parties.

3.5.7 Assignment or Transfer. Contractor shall not assign, hypothecate, or transfer, either directly or by operation of law, this Agreement or any interest herein without the prior written consent of the City. Any attempt to do so shall be null and void, and any assignees, hypothecates or transferees shall acquire no right or interest by reason of such attempted assignment, hypothecation or transfer.

3.5.8 Construction; References; Captions. Since the Parties or their agents have participated fully in the preparation of this Agreement, the language of this Agreement shall be construed simply, according to its fair meaning, and not strictly for or against any Party. Any term referencing time, days or period for performance shall be deemed calendar days and not workdays. All references to Contractor include all personnel, employees, agents, and subcontractors of Contractor, except as otherwise 336
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specified in this Agreement. All references to the City include its elected or appointed officers, and their respective agents, officials, employees, volunteers, and representatives except as otherwise specified in this Agreement. The captions of the various articles and paragraphs are for convenience and ease of reference only, and do not define, limit, augment, or describe the scope, content, or intent of this Agreement.

3.5.9 Amendment; Modification. No supplement, modification or amendment of this Agreement shall be binding unless executed in writing and signed by both Parties.

3.5.10 Waiver. No waiver of any default shall constitute a waiver of any other default or breach, whether of the same or other covenant or condition. No waiver, benefit, privilege, or service voluntarily given or performed by a Party shall give the other Party any contractual rights by custom, estoppel or otherwise.

3.5.11 No Third-Party Beneficiaries. Except to the extent expressly provided for in Section 3.5.7, there are no intended third-party beneficiaries of any right or obligation assumed by the Parties.

3.5.12 Invalidity; Severability. If any portion of this Agreement is declared invalid, illegal, or otherwise unenforceable by a court of competent jurisdiction, the remaining provisions shall continue in full force and effect.

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

3.5.14 Cooperation; Further Acts. The Parties shall fully cooperate with one another and shall take any additional acts or sign any additional documents as may be necessary, appropriate or convenient to attain the purposes of this Agreement.

3.5.15 Authority to Enter Agreement. Contractor has all requisite power and authority to conduct its business and to execute, deliver, and perform the Agreement.

Each Party warrants that the individuals who have signed this Agreement have the legal power, right, and authority to make this Agreement and bind each respective Party.

3.5.16 Counterparts. This Agreement may be signed in counterparts, each of which shall constitute an original.
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3.5.17 Entire Agreement. This Agreement contains the entire Agreement of the parties with respect to the subject matter hereof, and supersedes all prior negotiations, understandings, or agreements. This Agreement may only be modified by a writing signed by both parties.
[SIGNATURES ON FOLLOWING PAGE]
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18 SIGNATURE PAGE TO MAINTENANCE SERVICES AGREEMENT

BY AND BETWEEN THE CITY OF PALM DESERT
AND US METRO GROUP, INC.

IN WITNESS WHEREOF, each of the Parties has caused this Agreement to be executed on the day and year first above written.

Office Use:

Quality Check Insurance
City Clerk Contracts Initial
Review
Final
Review
Bonds

CITY OF PALM DESERT
_____________________________________
Chris Escobedo
City Manager
Attest:
____________________________________
Anthony J. Mejia
City Clerk
Approved as to form:
____________________________________
Isra Shah
City Attorney
U.S. METRO GROUP INC., AN S

CORPORATION
_____________________________________
Evelyn Lee
Chairman of the Board
_____________________________________
Brian Lee
Chief Financial Officer
DIR Registration Number
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EXHIBIT “A”

SCOPE OF SERVICES AND SCHEDULE OF SERVICES
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COMPENSATION
The total annual compensation shall not exceed FOUR HUNDRED SIXTY-FIVE THOUSAND SIX HUNDRED SIXTY FOUR DOLLARS AND 87/100 ($465,664.87) per fiscal year and may only be adjusted for Consumer Price Index for all Urban Consumers (CPI-U) for the Riverside-San Bernardino-Ontario, CA Region rate, All Items, for the 12- month period ending March, with written approval from the City Council or City Manager, as applicable.
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1 Request for Proposal
2026–RFP–001
City Facilities Janitorial Services
Submitted By:

April 1 , 2026
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Janitorial Services Clean Spaces for Community Pride 2026-RFP-001 2 2 2
Dear Ms. Cabrera,
Thank you for the opportunity to submit a proposal for Janitorial Services in response to 2026-RFP001. This proposal is submitted by US Metro Group (USMG), whose principal place of business is 6803 International Ave., Suite 101, Cypress, California 90630. The proposal is submitted by Evelyn Lee, CEO, who is fully authorized to bind the firm contractually, and is valid for a period of 90 days from the date of submission.

USMG has thoroughly reviewed the Request for Proposal, including the Scope of Services and Exhibit A Frequency Schedules, and fully understands the operational, scheduling, and performance requirements associated with servicing the City’s facilities. We confirm our ability to provide all labor, supervision, equipment, and materials necessary to deliver consistent, high-quality janitorial services in full alignment with City standards.

For the City, our approach is focused on delivering consistent, dependable janitorial services and enhance the public experience. We tailor our serviced to meet the needs of each facility while maintaining a uniform standard across all locations.
 Reduced transition and operational risk through 47 years of experience servicing municipal and county facilities, including multi-site portfolios similar in scale and complexity. We apply proven processes developed across cities and counties, allowing the City to avoid common service disruptions, staffing gaps, and quality inconsistencies associated with new contract transitions.
 Rapid issue resolution that protects the City’s reputation, with 24/7 supervisory support and clear response protocols, our team typically resolves concerns within three hours, helping keep facilities running smoothly and protecting the City’s public image.  A highly experienced and stable workforce that drives day-to-day performance, with dedicated supervision and structured staffing in place. With over 95% employee retention, the City benefits from a local team that is trained, accountable, and familiar with the expectations of municipal facilities.
 Proven performance across comparable municipal portfolios, including the City of Ventura, City of Chino Hills, and the County of Orange. These contracts demonstrate our ability to deliver consistent results across geographically distributed public facilities.

Municipal accounts are especially meaningful to us because they represent the daily experience of the community. From City Hall to parks, libraries, and community centers, these spaces reflect each city’s commitment to safety, cleanliness, and quality of life. Our team approaches each facility with that responsibility in mind, recognizing that consistent, high-quality janitorial services play a direct role in maintaining public trust and community pride.

Thank you for the opportunity to submit our qualifications. We look forward to delivering a janitorial services program that provides consistent execution, clear accountability, and reliable results across all City facilities.

Sincerely,
Evelyn Lee, CEO
(213) 382-6435 ext.1000
[email protected]
Brian Lee, President
(213) 382-6435 ext.1001
[email protected]
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Janitorial Services Clean Spaces for Community Pride 2026-RFP-001 3 3 3
Table of Contents

1. Cover Page...................................................................................................... 1

2. Cover Letter .................................................................................................... 2

3. Table of Contents ............................................................................................. 3

4. 2.0 Firm Qualifications and Experience .................................................... 4-26 A. Differentiators .................................................................................... 6-7 B. Services Offered and Coverage Area...................................................... 7-8 C. Experience with Municipal, Government, and Institutional Facilities ......... 9-20 D. Number and Size of Similar Contracts Currently Managed ......................... 21 E. Experience Servicing Facilities of Similar Square Footage and Complexity ... 21 F. Description of Relevant Certification or Professional Affiliations ............. 22-25 G. Summary of Client Retention and Contract History ................................... 26

5. Section 3.0 References for Current Accounts ......................................... 27-31 A. County of Orange............................................................................ 28-29 B. County of Los Angeles – Internal Service Department.......................... 29-30 C. San Bernardino County – Child Support Services................................. 30-31 D. County of Monterey .............................................................................. 31

6. Section 4.0 Staffing and Key Personnel.................................................. 32-47 A. Number of Employees Assigned to Palm Desert with Job Titles & Roles ....... 33 B. Identification of Proposed Contract Manager ............................................ 34 C. Identification of Proposed Contract Manager ............................................ 34 D. Operational and Management Support ............................................... 35-38 E. Description of Supervisory Support.................................................... 39-41 F. Employee Hiring and Background Check Procedures ............................ 41-44 G. Staff Training Programs ................................................................... 42-44 H. Employee Retention......................................................................... 44-45 I. Backup Staffing Resources ............................................................... 46-47

7. Section 5.0 Work Plan and Service Approach ......................................... 48-62 A. Approach Maintaining Cleanliness........................................................... 49 B. Minimizing Disruptions to City Services .............................................. 49-50 C. Understanding Scope of Services....................................................... 49-50 D. Proposed Cleaning Methods and Procedures ....................................... 51-55 E. Approach to Servicing Multiple Facilities .................................................. 56 F. Scheduling for the City..................................................................... 56-60 G. Transition Plan................................................................................ 60-62

8. Section 6.0 Quality Control and Supervision........................................... 63-67 A. Inspection Software Technology........................................................ 64-67 B. Frequency of Supervisor Inspections.................................................. 64-66

9. Section 7.0 Safety Program and Training ............................................... 68-74 A. Injury Illness Prevention Program .......................................................... 69 B. OSHA and Cal-OSHA Compliance Practices .............................................. 70 C. Chemical Handling Procedures ............................................................... 70 D. Training Programs for Janitorial Staff................................................. 71-73 E. Personal Protective Equipment (PPE) Policies ........................................... 74

10. Acknowledgement of Addendum and Requirement ..................................... 74 373
Firm Qualifications
and Experience
Section 2 374
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Firm Qualifications and Experience
Well maintained facilities play a critical role in keeping the City’s operations running smoothly, and facilitating the employees and systems that deliver essential services to the public every day. Clean and safe environments are
fundamental to effective public municipal operations and reliable janitorial services help maintain the efficiency, safety and professionalism required across your facilities.

For more than 47 years, USMG has served municipal facilities with proven methodologies and practical experience that reduce operational inefficiencies and common challenges.

Our journey began in 1979 with the determination of one man. Mr. Charles Kim, a sole janitor living out of his car, took on any job he could find to support his family. Driven by persistence and determination, he accepted every opportunity that came his way and grew the business to hire his first employees and lay the foundation for what would eventually become USMG.

Mr. Kim’s journey embodies what is now a core principle of USMG:

Kaizen, the philosophy of continuous improvement. What began as a personal commitment to doing better each day has evolved into a company-wide culture of constant growth, learning and refinement.

Today, under the leadership of Mr. Kim’s daughter, Evelyn Lee, we continue to grow while staying true to our roots. By integrating modern technology, proven best practices and rigorous quality standards, we deliver reliable, high-quality services. Our team is dedicated to maintaining a clean, safe and healthy environment for your staff, and residents, without disruption or worry.

Mission Statement
USMG’s mission is to deliver consistent, high quality and competitively priced facility services that strengthen our customers’ overall operations. Through skilled staff and experienced leadership, we maintain clean, safe and professional environments that allow our customers to focus on their core priorities with confidence.

Motto
Kaizen, or continuous improvement; we work to make every day better than the last and strive to improve not just our lives and surroundings, but also those of our partners and anyone else we come in contact with. We constantly refine and develop our processes to incorporate the most current and relevant technologies, methods and cleaning standards.

Mr. Charles Kim, Founder
Evelyn Lee, CEO
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Differentiators
With nearly five decades of experience servicing government facilities nationwide, we are familiar with the operational, security and maintenance requirements unique to publicsector environments. The following differentiators highlight the capabilities that sets us apart from the competition and align with the City’s expectations for dependable, secure and high performing facility services.

Proven Municipal Experience Across Diverse Facilities
Extensive experience delivering janitorial services for cities and counties enables effective management of diverse facility types, including administrative buildings, community centers, public safety facilities, libraries, and aquatics environments. This experience allows for efficient mobilization, clear understanding of municipal expectations, and consistent alignment with public sector standards from the outset.

Coordinated Service Delivery Across Multiple Facilities Managing services across multiple facilities takes more than a schedule, it requires clear communication, strong coordination, and consistent followthrough. Our approach brings structure to that process, allowing each location to operate smoothly while maintaining a consistent standard across all sites.

Facility–Specific Service Execution
Each City facility has distinct usage patterns and cleaning requirements. Our service model is tailored to address the specific needs of offices, public spaces, restrooms, and high-traffic areas, delivering consistent cleanliness while maintaining attention to detail in high-visibility and mission-critical spaces. In secure access environments, such as the Sheriff Substation and other restricted areas, our teams will operate within established security protocols, with all staff background cleared and trained in controlled access procedures. In these settings, clear communication, advance planning, and coordination with City personnel are critical to maintaining both security and uninterrupted service delivery.

Environmentally Responsible and Health-Conscious Practices Our cleaning programs incorporate low-impact products, advanced filtration equipment, and practices designed to maintain healthy indoor environments.

These measures align with the City’s emphasis on safety, sanitation, and responsible environmental practices across all facilities.

Clear Communication and Accountable Service Management
Structured communication protocols, routine reporting, and coordination with City staff provide transparency and responsiveness to our operations. We maintain consistent oversight, timely issue resolution, and clear documentation of services performed across all facilities. 376
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Specialized Floor Care and Preventive Maintenance
USMG’s floor care staff is certified by the Institute of Inspection Cleaning and Restoration Certification (IICRC). This advanced maintenance training supports the City’s wide range of flooring across administrative offices, public lobbies, community centers, library spaces, aquatic facilities, and public safety environments.

Services include strip and finish work, carpet care, hard surface maintenance, and scheduled deep cleaning designed to maintain appearance and extend floor life.

Services Offered
Our service model is designed to meet the diverse cleaning and maintenance needs of our customers, delivering both routine and specialized services tailored to facility type, occupancy, and operational schedules.

US Metro Group Coverage Area
We are headquartered in Cypress, California, with regional offices located across the country. This national footprint enables us to deliver comprehensive coverage while maintaining a strong local presence in every market we serve. Within each region, we maintain teams of background-verified personnel trained to meet contract requirements and understand the needs of their area. This structure allows for quick mobilization of staff, whether for routine operations, staffing adjustments, or increased service demands, including emergency situations.

Our regional model, reinforced by cross-trained teams, prepares us to respond to additional service requests, schedule adjustments, coverage gaps and expected events. This readiness allows us to provide uninterrupted operations while upholding safety and performance standards across the City’s facilities. In addition, we will maintain a local office presence within the Coachella Valley, with dedicated leased space at 39249 Leopard St., Suite 5, Palm Desert CA 92260. This office is only 7.6 miles from Palm Desert City Hall, nearby to easily assist supervisory staff and field operations. This proximity allows for direct oversight, faster response times, and consistent coordination across all City facilities, strengthening day-to-day performance and accountability.

Services Industries
Janitorial/Custodial Services Government & Municipal Buildings Day Porter Services Educational & Research Schools
Carpet Care & Maintenance Industrial & Manufacturing
Floor Maintenance & Restoration Healthcare Facilities
Pressure Washing Parking Structures & Lots
Window Cleaning Commercial Properties
High Dusting Banking & Financial Services
Solar Panel Cleaning Entertainment & Event Venues
Emergency/Viral Outbreak Decontamination Retail
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US Metro Group Key Office Locations
Headquarters (California) Regional Office (Arizona)
6803 International Ave., Suite 101
Cypress, CA 90630
2447 E. Alida Trl.

Casa Grande, AZ 85194
Regional Office (California) Regional Office (Massachusetts) 135 S. State College Blvd., Suite 200
Brea, CA 92821
321 Walnut St. #233
Newton, MA 02460
Regional Office (California) Regional Office (Virginia) 645 East Shaw Avenue
Fresno, CA 93710
4222 Fortuna Center Plaza, Suite 171
Dumfries, VA 22025
Regional Office (California) Regional Office (Washington) 39249 Leopold St., Suite 5, Palm
Desert, CA 92260
188th Street SW, Suite B
Lynwood, WA 98037
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Experience with Municipal, Government, and
Institutional Facilities
The following three municipal accounts have been selected for detailed summaries due to their strong alignment with the City of Palm Desert in terms of size, complexity, and operational requirements. Each account demonstrates our technical capabilities, operational experience, performance track record, and structured business practices through active, verifiable contracts. In addition to these examples, our team maintains a broad municipal portfolio, including public-facing facilities, Police and Fire locations, libraries, parks and restrooms, as well as specialized environments such as aquatics centers, community centers, and wastewater treatment facilities.

Each account profile provides key information relevant to your evaluation, such as scale, service approach, measurable performance outcomes, and current references for verification. Together, these examples reflect our ability to deliver reliable, consistent service across municipal operations at the level required by the City.

City of Ventura, CA
Contract Term April 2001 – Current
Annual Contract
Value
Approximately $840,000 (fees based on square footage, site hours, shifts/week, and scope)
Service Frequency Seven days per week
Scale and Scope
 Locations: 36 municipal facilities
 Cleanable area: 239,517 square feet
 Staffing: 20+ janitorial personnel supported by a long term on site supervisor (Rene Zaragoza).
 Facility mix (high relevance to Palm Desert): City Hall, West Park Recreational Center, Police Headquarters, Ventura Aquatics Center, 29 park restrooms  Portfolio Growth: Expanded from 16 facilities at contract start to 36 facilities today, reflecting sustained performance and City trust.

Operating Model
 Day porters: On site at the start of the day to complete assigned duties and respond to same day requests, event setups, and emergent needs.  Day supervision: On site supervisor provides quality assurance oversight and rapid issue visibility during operating hours.
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 Evening crews and route: Night teams assigned by location, with routed staff maintaining multiple facilities per shift.
 Surge and specialty support: Operations team dispatches specialty crews for periodic services. Weekly event and room setups are performed to manage multi day meetings, commission sessions, trainings, community meetings, and large scale events. Services include configuring specified room layouts, staging tables and chairs, executing timely set up and tear down, and managing consecutive or overlapping event schedules within the same facilities.

Compliance and Documentation
 Quality control cadence: Monthly and quarterly inspections embedded into routine operations.
 Documentation: Monthly training logs and standardized Safety Data Sheets (SDS) maintained across sites to maintain compliance and regulatory alignment.

Why This Matters to Palm Desert
 Reduced transition risk: USMG has successfully transitioned numerous municipal contracts over the past 47 years, developing a structured approach shaped by realworld experience. The City benefits from these insights through a transition process designed to avoid common pitfalls and deliver stable, consistent service from the outset.
 Resilience by design: A cross-trained regional workforce, fully background checked and experienced in municipal and secure access facilities, provides built-in flexibility to respond to events, call-outs, and staffing variability through dedicated floaters and specialty crews.
 Inspection readiness: Embedded QC cadence and documentation discipline allows for predictable compliance and transparent oversight for City stakeholders.

Performance Proof
 Inspection performance: Inspections achieved an average score of 87.4% with a

66.7% pass rate over the past 12 months.
 Issue correction: Three hours non-emergency; 90 minutes for emergency situations.
 Continuity: USMG has serviced this account continually since 2001. Documented contract renewals and amendments are available upon request.

Lessons Learned
 Standardized SDS and documentation routines reduce compliance risk across diverse site types
 Early day readiness and supervisor visibility reduce repeat adverse findings in public facing environments
 Seasonal patterns are best managed through flexible staffing and floater coverage Current Reference
Patrick Stock, Fleet and Facilities Division
(805) 766-7632 | [email protected]
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City of Chino Hills, CA
Contract Term July 2025 – Current
Annual Contract
Value
$464,000 (fees based on square footage, site hours,
shifts/week, and scope)
Service Frequency Monday – Friday 6pm – 6am for City Hall and Police Dept. (seven days per week for most recreation and park locations) Scale and Scope
 Facilities: 11 City facilities
 Cleanable area: ~173,000 square feet
 Staffing: Eight janitorial personnel
 Facility mix (high relevance to Palm Desert): City Hall, Police Department, Library, Community Center, several recreational buildings, and 20 park restrooms Operating Model
 Day coverage / public-facing readiness: Services delivered across civic and public-facing facilities, with schedules aligned to daily use patterns and community access needs.
 Police facility coordination: Cleaning is coordinated around active Police Department operations (e.g., briefings) and includes enhanced floor care in high-traffic areas to maintain appearance and safety without disrupting operations.  Supervision model: Account managed by Area Supervisor Hernan Argueta, assisted by leads who manage scheduling, supplies, and day-to-day account execution on a granular level.
 Surge and specialty support: Service hours were increased at the Mystic Canyon Recreation Center in July 2025 for additional cleaning at a children’s summer day camp.
 Quality control cadence: Monthly documented inspections.  Documentation: Our monthly quality control inspections are documented in our quality control software, Otuvy. Chino Hills staff and the entire USMG team have access to view these reports at any time. This report is available to view upon request.

Why This Matters to Palm Desert
 Multi-site municipal delivery: Demonstrates repeatable performance across a dispersed portfolio of civic buildings and community spaces (directly comparable to Palm Desert’s multi-location service environment).
 Secure facility experience: Active Police Department cleaning confirms experience operating in public-safety environments requiring discretion, 381
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coordination, and heightened protocols—supporting Palm Desert’s Sheriff Substation requirements.
 Operational control at mixed site types: Managing civic buildings, recreation sites, and 20 park restrooms reinforces capability to maintain standards across public-facing facilities with variable traffic patterns and public accountability.

Performance Proof
 Inspection performance: Inspections achieved an average score of 86.4% with an 87.5% pass rate over the past seven months.
 Issue correction: One hour for non-emergency situations; 30 minutes for emergency situations.
 Continuity: During the current contract term, the City constructed and put into service an additional restroom at the City Yard facility. USMG seamlessly incorporated this new area into the existing service schedule without disruption to daily operations or staffing levels, demonstrating operational flexibility and responsiveness to evolving facility needs.

Lessons Learned
 Police facility work requires schedule coordination around operations and consistently heightened discretion protocols to avoid disruption while maintaining standards.
 High-traffic municipal environments benefit from planned floor care routines tied to predictable peaks (public hours, briefings, community programming).  Mixed portfolios with park restrooms require disciplined routing/scheduling and a ready response posture to keep public-facing sites clean, safe, and inspection-ready Current Reference
Jarrod Manuel, Maintenance and Operations Manager
(909) 573 3409 | [email protected]
Locally based, cross-trained workforce ready to respond to service requests, schedule changes, and coverage needs without disruption.
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City of Morgan Hill, CA
Contract Term December 2025 – Current
Annual Contract
Value
Approximately $814,000 (fees based on square footage, site hours, shifts/week, and scope)
Service Frequency Seven days per week, multiple day and night shifts Scale and Scope
 Locations: 8 municipal facilities
 Cleanable area: 237,174 square feet
 Staffing: 9 janitorial personnel assisted by our experienced on-site supervisor (Sebastian Gonzalez)
 Facility portfolio: Aquatics Center, Centennial Recreation Center, City Corporation yard, City Hall/ Development Services, Morgan Hill Police Department and Information Services Department
Operating Model
 Day porters: On site during operating hours to address immediate cleaning needs, restock dispensers, respond to spills or incidents, and maintain daily operations and event activities across active recreation and civic facilities.  Evening and routed crews: Night crews perform scheduled cleaning after closing hours, maintaining high use public buildings while ensuring facilities are ready for the next day’s operations.
 Multi-facility municipal operations: Coordinated cleaning across eight City facilities totalling approximately 237,000 square feet, including City Hall, Police Department, recreation facilities, cultural venues, and the LEED-certified Aquatics Center.
 Seasonal and event surge staffing: Additional custodial personnel deployed during summer aquatics season, swim meets, and community events to maintain locker rooms, restrooms, spectator areas, and outdoor spaces experiencing high daily use.
 Specialty and periodic services: Program includes truck mounted carpet extraction, floor stripping and waxing, pressure washing, window cleaning, and scheduled deep cleaning across multiple facility types.  LEED supportive cleaning practices: Cleaning procedures at the LEED-certified Aquatics Center incorporate environmentally responsible methods such as controlled chemical use, microfiber cleaning systems, proper chemical labelling and SDS documentation, and practices that protect indoor environmental quality and building performance.
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Compliance and Documentation
 Quality control cadence: Monthly and quarterly inspections embedded into routine operations.
 Documentation: Monthly training logs and standardized Safety Data Sheets (SDS) maintained across sites for compliance and regulatory alignment.

Why This Matters to Palm Desert
 Proven performance at significantly larger scale: Demonstrates USMG’s ability to manage a complex, multi-site municipal portfolio while maintaining control, consistency, and accountability.
 Secure facility experience under public scrutiny: Validates disciplined operations in Sheriff, Probation, and Juvenile Hall environments comparable to Palm Desert’s Sheriff Substation.
 Proven Aquatic Center experience: The Morgan Hill Aquatics Center is a Goldlevel LEED-certified facility where special care is dedicated to maintaining this high standard. This experience directly benefits the City of Palm Desert in that we will be fully prepared to service Palm Desert’s Aquatics Center from day one. Our crew is trained on the importance of mold detection and prevention, locker room maintenance and slip risk mitigation on wet surfaces.
 Repeatable delivery model: Confirms that the supervision, documentation, and staffing practices used in Morgan Hill are not unique to one City, but scalable repeatable across City level operations.

Performance Proof
 Inspection performance: Six formal inspections were conducted during the most recent inspection cycle. We achieved an average inspection score of 86.6% and an

83.3% pass rate from 2025-2026.
 Issue correction: 30 minutes for non-emergency situations; 15 minutes for emergency situations.

Lessons Learned
 High use aquatic facilities demand proactive custodial management. Recreation and aquatics centers serving the public throughout the day benefit from structured cleaning routes, frequent restroom and locker room checks, and rapid response to spills and moisture related hazards.
 LEED-certified recreational facilities require disciplined cleaning practices.

Sustainable buildings perform best when custodial programs emphasize controlled chemical use, color coded microfiber programs to prevent cross-contamination, and equipment that protects indoor environmental quality and building materials  Seasonal recreation facilities require flexible staffing and service planning. Aquatic centers experience significant increases in usage during summer swim seasons and events, requiring scalable staffing models and coordinated cleaning schedules to maintain safe and clean conditions.

Current Reference
Jennie Tucker, Recreation Manager
(408) 310-4241 | [email protected]
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Overview of Additional Experience with Municipal,
Government, or Institutional Facilities
This section provides an overview of our remaining government accounts, highlighting the breadth of our experience across diverse public sector facilities. While the previously noted accounts were emphasized for their close similarity to the City of Palm Desert, the following summaries further demonstrate our ability to successfully deliver consistent, high quality custodial services across a wide range of environments, operational sizes, and agency requirements.

County of Orange, CA
Contract Term October 2018 – Current
Cleanable Area Approximately 1.4 million square feet
Account Portfolio
For more than a decade, our team has provided large-scale janitorial services across more than 50 facilities under a Regional Cooperative Agreement with the County of Orange. As the County’s needs have evolved, we have continuously
expanded the scope of this agreement, adding new sites and specialized service requirements. The contract requires a coordinated workforce of approximately 30 janitors operating across multiple shifts for a diverse portfolio of facilities, including County libraries, Probation Departments, Juvenile Halls, the Youth Guidance Center and Sheriff’s Offices. Several locations are secure law enforcement facilities that include shooting galleries, ammunition storage areas, firearm storage rooms and locker facilities, requiring heightened security protocols, controlled access and close coordination with facility management and law enforcement personnel. The Scope of
Work includes daily general cleaning, restroom sanitation and replenishment of paper and consumable supplies, as well as scheduled specialty services such as carpet shampooing, stripping, sealing, waxing, burnishing of tile floors and window cleaning. All services are delivered under defined task frequencies, documented quality standards and supervisory oversight to allow for consistency and accountability across all locations.
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County of Monterey, CA
Contract Term August 2014 – Current
Cleanable Area Approximately 268,614 square feet
Account Portfolio
Our team of 25 janitors and three supervisors delivers services to more than 260,000 square feet of public facing,
administrative, judicial, and law enforcement facilities. These include County libraries, the Agricultural Commissioner Center, Health Facilities, Sheriff’s Department, Social Services Center and the world-famous Laguna Seca Raceway. Services are
delivered across three shifts with daily cleaning supplemented by quarterly periodic services performed by our specialty cleaning crew. All of our staff are carefully pre-screened and cleared to deliver services safely, professionally and in full compliance with the County’s security protocols.

County of Los Angeles, CA
Contract Term April 2024 – Current
Cleanable Area Approximately 241,132 square feet
Account Portfolio
Servicing Regions 11 and 12 for the Internal Services
Department, our team services 12 facilities totalling 241,132 square feet, including Melrose Family Health Centres, mental health facilities, two juvenile halls, a fire station, multiple probation centers, and a sheriff’s station with elevated security requirements. Our team of 24 janitors performs daily cleaning across all locations and provides periodic specialty services, including exterior maintenance, floor care, carpet cleaning, window washing, and high-level dusting. All staff undergo County approved background checks and required training prior to assignment. They follow strict access control procedures, check in protocols, scheduled work windows and escort
requirements. Our teams are trained to work around law
enforcement, inmates, and visitors, adjusting schedules and workflows to maintain security and minimize disruptions. Our 386
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staff also coordinate with security to align cleaning activities with operational schedules and restricted areas. Through these practices, we maintain clean, healthy and secure environments across all facilities, from public health centers to high security operational sites.

Superior Courts of California,
Orange County
Contract Term April 2017 – Current
Cleanable Area Approximately 676,084 square feet combined Account Portfolio
With a dedicated team of five day porters, 17 janitors, and one account manger, we provide services across six courthouses for the Superior Courts of Orange County, managing approximately 676,084 square feet of high-traffic public space. Services include general janitorial tasks, such as restroom cleaning and paper supply replenishment along with pre-scheduled specialty services such as floor care, gutter cleaning, pressure washing, carpet cleaning, stripping, waxing, sealing, burnishing and window cleaning. Beyond these standard duties, our team actively monitors the facilities, promptly reporting any issues to help maintain a safe and well-maintained environment. The scope and operating conditions of this account align closely with Palm Desert’s needs, requiring continuous daily coverage, work in restricted-access areas, and consistent maintenance of public use areas. In addition to standard office and common areas, the courthouses have specialized spaces such as judge’s chambers, courtrooms, custody cages, and detention/holding cells, all of which require our staff to successfully clear background checks prior to being granted access to the Court’s premises.

Birmingham Social Security Center
CR Endeavors, AL
Contract Term June 2012 – Current
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Cleanable Area Approximately 587,528 square feet
Account Portfolio
For nearly 15 years, USMG has provided custodial services for this 8-story, Class A building in Birmingham, Alabama for the Birmingham Social Security Center (BSSC) under our contract with CR Endeavors (formerly known as Corporate Realty). Our work takes place in a LEED Platinum certified, environmentally sustainable facility. The building serves federal and corporate tenants and operates under strict regulations, requiring consistent, accountable custodial practices and careful attention to operational protocols. A dedicated team of 35 janitors, led by our long time site supervisor Rolanda Rhone, provides daily janitorial services, with both day porter and evening coverage.

Services include detailed attention to high visibility and high traffic areas, interior glass and entrance systems, elevator cabs and doors, and spot cleaning of walls, partitions, and
touchpoints throughout the facility. Security, access control and professionalism are key components of this contract. All janitors adhere to strict access protocols, conduct standards, and confidentiality expectations while performing their duties.

End of shift closeout responsibilities, coordination with building management, and immediate reporting of issues are standard practices.

Federal Reserve Bank, AZ and UT
Contract Term February 2021 – Current
Cleanable Area Approximately 153,991 square feet
Account Portfolio
We are honored to have our contract with the Federal Reserve Bank recently renewed for an additional five-year term, reflecting the strength of our performance and partnership.

Since 2021, we have provided comprehensive janitorial
services to the Bank’s 70,834 square foot Arizona branch, as well as the 83,157 square foot Utah facility. Each location is staffed by a team of three janitors and one supervisor
responsible for maintaining office spaces, common areas, restrooms, as well as a specialized shooting/pistol range at the Utah site. All services are performed in strict compliance with security protocols, confidentiality standards, and operational procedures comparable to those required by the City. Our scope of work for this contract includes specialized floor care services including carpet cleaning, granite polishing and sealing, and interior and exterior window cleaning services. All staff 388
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members assigned to this account are required to pass
background checks through the Bank prior to being granted onsite access.

San Bernardino County/Child
Support Services, CA
Contract Term July 2025 – Current
Cleanable Area Approximately 96,447 square feet
Account Portfolio
Our team of four maintains the County facility across two shifts, covering nearly 100,000 square feet. The focus is on keeping public facing and shared spaces looking clean,
presentable, and welcoming throughout the day, including lobbies, service counters, and common areas where there is consistent public interaction. Work is performed with an understanding of the secure nature of the environment, where discretion and respect for confidential information are part of daily operations. We also manage scheduled floor care
programs such as stripping/waxing and carpet maintenance to keep surfaces in good condition over time. In addition, our team keeps an eye on the overall condition of the site, flagging maintenance needs, safety concerns, or issues like graffiti or vandalism so they can be addressed quickly and appropriately.

Las Virgenes Municipal Water
District, CA
Contract Term December 2018 – Current
Cleanable Area Approximately 77,398 square feet
Account Portfolio
A staff of seven janitors and one supervisor provides
comprehensive nightly services across 5 District facilities, totalling 77,398 square feet. Service locations include Headquarters, Composting Facility, Tapia Water Reclamation Facility, Westlake Filter Plant and the Pure Water Demonstration 389
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Building. The areas we service include administrative offices, conference rooms, lunchrooms, restrooms and secure access areas, which require a high level of attention to detail. A detailed service plan outlines daily, weekly, monthly, quarterly and semi-annual tasks. In addition, specialized periodic services are performed by our dedicated specialty cleaning crew and include floor refinishing, deep cleaning of furniture, high dusting, interior and exterior window cleaning and balcony detailing, among others.

Monterey Bay Air Resources
District, CA
Contract Term November 2025 – Current
Cleanable Area Approximately 24,000 square feet
Account Portfolio
We provide comprehensive services for the Monterey Bay Air Resources District Headquarters, servicing approximately 24,000 square feet across three stories, including the reception area, offices, a boardroom, atrium, break rooms, garage, gym, and parking level. Services are performed Monday, Wednesday, and Friday evenings beginning after 6:00 p.m. The scope includes structured regular, weekly, monthly, and semi-annual services such as strip and wax of tile and hard floors, steam cleaning of carpets, interior and exterior window washing, garage sweeping, and detailed disinfection of kitchens, restrooms, and common areas. The contract also requires environmentally safe Green Seal certified products to be used in all possible cleaning tasks.

USPS (JLL), CA
Contract Term July 2024 – Current
Cleanable Area Approximately 2,500 square feet
Account Portfolio Two dedicated janitors provide six days a week cleaning services at the USPS Guerneville facility, adhering to the 390
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Number and Size of Similar Contracts Currently
Managed
As part of broader portfolio, USMG manages a diverse mix of municipal and public agency contracts comparable in size and complexity to the City of Palm Desert, as summarized in the preceding section along with square footage and account details. Beyond the three highlighted city accounts, our experience spans counties and public agencies, including water districts, superior courts, universities, and regulatory organizations, with multi-site operations and a mix of public facing and secure facilities comparable to those described in this RFP. These accounts require consistent staffing, strong supervision, and clear communication, along with structured reporting, routine quality control inspections, and timely response to issues, reflecting our ability to deliver reliable, consistent service across complex municipal environments.

Description of Experience Servicing Facilities of Similar Square Footage and Complexity
USMG brings over 47 years of experience cleaning city, county, state, and federal facilities of similar or greater size and complexity to the City of Palm Desert, providing a strong, practical understanding of day-to-day operations in public sector environments. We have a proven record of efficiently managing and maintaining accounts like the City of Palm Desert’s 158,600 square feet, consistently meeting high standards of cleanliness and operational performance.
standards outlined in the USPS Scope of Work. Responsibilities include maintaining workrooms, offices, rest rooms, locker rooms, corridors, the lobby and designated exterior areas.

Daily trash removal, supply replenishment, dusting, wiping, sanitizing, and required floor care are performed under a structured task management system with strict time
management procedures in place. Periodic tasks such as glass cleaning, disinfecting fixtures, and dusting vents and ledges are completed according to USPS Scope, maintaining a consistently clean, safe, and organized environment.

Similar Contracts Square Footage
Cities 3 650,231
Counties 4 2,006,193
Public Agencies 7 1,613,896
Total 14 4,270,320
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Today, we manage over 4 million square feet across government and public agency accounts. This scale is more than a number; it reflects proven systems, staffing resources, and field oversight that translate directly into reliable performance, consistent results, and rapid response when needs evolve. Our experience brings established processes and practical solutions that provide immediate value to the City.

Our teams regularly maintain high visibility public spaces, work safely within restricted areas, and adhere to strict protocols for supervision, reporting, and operational oversight.

We are fully capable of operating within established compliance frameworks, including safety protocols, labor requirements, background screening, and documentation standards.

Overall, we deliver reliable, high-quality service tailored to the operational and security requirements of municipal facilities.

Description of Relevant Certification or Professional
Affiliations
ISO–14001
Since 2024, USMG has been certified to the International Organization for Standardization (ISO 14001) standard, demonstrating compliance with the globally recognized Environmental Management System (EMS) requirements. Under this framework, we set measurable environmental objectives, comply with applicable environmental regulations, train our employees in sustainable practices, and continually evaluate and strengthen our operational procedures. This approach allows us to deliver a work plan that prioritizes sustainability while consistently meeting the required scope of work with high-quality results.

Our long-term commitment is to reduce the environmental impact across our service operations by evaluating new products and equipment, advancing staff training and routinely auditing internal processes to improve our green cleaning program. The sustainability priorities of the customers we serve remain central to our service delivery, guiding our efforts to reduce the environmental footprint of janitorial operations for the City. 392
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Minority & Woman Owned Business
USMG is a certified minority and woman owned small business, demonstrating our commitment to diversity, inclusion, and equitable participation in public sector contracting.

Partnering with USMG aligns with the City commitment to inclusion and diversity, which welcomes participation from businesses of all backgrounds and promotes equal opportunity across its contracting and community practices. Our certification allows the City to engage a qualified, experienced provider while also supporting broader community representation and inclusive economic participation. At the same time, USMG brings the operational structure, accountability, and performance consistency required to meet the City’s expectations for reliable, high quality service.
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Summary of Client Retention and Contract History
USMG has a strong record of long term client retention in the public sector, with multiple government contracts maintained for over a decade and several exceeding 20 years through consistent performance and successful renewals. A leading example is our contract with the City of Ventura, which has been in place since 2001 and spans approximately 50 facilities totaling over 230,000 square feet. We have also maintained long term relationships with the County of Orange and County of Monterey, each exceeding 10 years and continuing to grow in scope over time.

Over the past 47 years, we have provided services to more than 20 cities and over 15 county, regional, and public agencies, in addition to federal and judicial facilities. Our past municipal experience includes cities such as Carson, Costa Mesa, Inglewood, Newark, and Palos Verdes, along with county and regional agencies including the County of Los Angeles Department of Public Works and various public libraries, park facilities, and civic buildings.

This depth of experience reflects a long history of contract renewals, repeat engagements, and the ability to maintain trusted partnerships across a wide range of public sector environments.

This level of retention is driven by our consistent field performance, responsive management structure, and ability to adapt as client needs evolve over time. Many of our contracts have expanded in scope through amendments and renewals, reflecting the confidence our clients place in our team. Our experience working within public sector environments has also allowed us to develop a clear understanding of compliance requirements, communication expectations, and the importance of maintaining a reliable, visible presence. As a result, we approach each contract with a long term mindset, focused not only on meeting requirements, but on building lasting partnerships grounded in accountability and consistent service delivery.
“We appreciate the relationship we have with all of the janitorial staff that is assigned to work at the City of Ventura. From the account manager and janitorial supervisor to the friendly janitors we say hello to while passing in the hall.” Mary Joyce Ivers, PWLF | CPFP Fleet and Facilities Manager

“They have been efficient,
reliable, responsive and a
pleasure to work with.”
Patricia Lopez,
Management Analyst |
Project Manager
County of Monterey, CA
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References Section 3 397
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References for Current Accounts
The references below are provided to support the City’s evaluation of service continuity, operational reliability, and risk. Each represents a current municipal account where US Metro Group delivers multi-site services under public scrutiny, including public-facing and secure facilities. Together, these references provide independent confirmation that the delivery model proposed for the City of Palm Desert is repeatable, resilient, and already proven at scale.

County of Orange, CA
Contact
Stephanie Garcia, Business Services Administrator
(714) 704 7961 | [email protected]
Contract Term October 2018 – Current
Annual Contract
Value
Approximately $5.7 million (fees based on square footage, site hours, shifts/week, and scope)
Description of
Services Provided
For more than a decade, our team has provided large-scale janitorial services across more than 50 facilities under a Regional Cooperative Agreement with the County of Orange. As the County’s needs have evolved, we have continuously
expanded the scope of this agreement, adding new sites and specialized service requirements. The contract requires a coordinated workforce of approximately 30 janitors operating across multiple shifts of a diverse portfolio of facilities, including County libraries, Probation Departments, Juvenile Halls, the Youth Guidance Center and Sheriff’s Offices. Several locations are secure law enforcement facilities that include shooting galleries, ammunition storage areas, firearm storage rooms and locker facilities, requiring heightened security protocols, controlled access and close coordination with facility management and law enforcement personnel. The Scope of
Work includes daily general cleaning, restroom sanitation and replenishment of paper and consumable supplies, as well as scheduled specialty services such as carpet shampooing, stripping, sealing, waxing, burnishing of tile floors and window cleaning. All services are delivered under defined task frequencies, documented quality standards and supervisory oversight to maintain consistency and accountability across all locations.
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Why This Matters to Palm Desert
 Demonstrated performance at scale: Proven ability to manage a large, multisite portfolio exceeding 1.5 million square feet while maintaining consistent service quality, operational control, and accountability across all locations.  Multi-shift operational expertise: Experience delivering seven day per week services across day and night shifts, ensuring continuous coverage, flexibility, and alignment with varying facility schedules and occupancy levels.  Extensive experience working in secure Sheriff’s Offices: Including probation facilities, county jails, and sheriff stations. Utilizing controlled access and sensitive areas, our team is already trained in the protocols, coordination, and accountability needed to operate effectively within Palm Desert’s Sheriff’s Substation.

County of Los Angeles – Internal
Service Department
Contact
Michael Zambrano, Administrative Manager 10
(323) 267-2101 | [email protected]
*Reference to be arranged through John Kuo, Contracting Division
Contract Term July 2024 - Current
Annual Contract
Value Approximately $1.5 million
Description of
Services Provided
Servicing Regions 11 and 12 for the Internal Services
Department, our team services 12 facilities totalling 241,132 square feet, including Melrose Family Health Centres, mental health facilities, two juvenile halls, a fire station, multiple probation centers, and a sheriff’s station with elevated security requirements. Our team of 24 janitors performs daily cleaning across all locations and provides periodic specialty services, including exterior maintenance, floor care, carpet cleaning, window washing, and high-level dusting. All staff undergo County approved background checks and required training prior to assignment. They follow strict access control procedures, check in protocols, scheduled work windows and escort
requirements. Our teams are trained to work around law
enforcement, inmates, and visitors, adjusting schedules and workflows to maintain security and minimize disruptions. Our staff also coordinate with security to align cleaning activities with operational schedules and restricted areas. Through these practices, we maintain clean, healthy and secure environments across all facilities, from public health centers to high security operational sites.
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Why This Matters to Palm Desert
 Proven performance in active Sheriff’s and probation facilities: Including the Lancaster Sheriff’s Station and multiple juvenile halls, where security, coordination, and consistency are critical.
 Daily adherence to strict confidentiality requirements: Reinforcing trust and professionalism in sensitive law enforcement environments.  Experience working within defined service windows: Coordinating with staff and following escort protocols without disrupting operations.  Hands-on familiarity with key control, alarm procedures, and restricted access protocols: Directly aligned with the operational needs of a Sheriff’s Substation.
 Established processes and trained personnel in public safety environments: Reducing startup time and allowing for a smooth, reliable transition of services.

San Bernardino County/Child
Support Services, CA
Contact Amir Rhynes, Administrative Supervisor
(909) 478-6992 | [email protected]
Contract Term July 2025 - Current
Annual Contract
Value Approximately $187,000
Description of
Services Provided
Our team of four services the County facility across two shifts, covering nearly 100,000 square feet. The focus is on keeping public facing and shared spaces looking clean, presentable, and welcoming throughout the day, including lobbies, service counters, and common areas where there is consistent public interaction. Work is performed with an understanding of the secure nature of the environment, where discretion and respect for confidential information are part of daily operations. We also manage scheduled floor care programs such as
stripping/waxing and carpet maintenance to keep surfaces in good condition over time. In addition, our team keeps an eye on the overall condition of the site, flagging maintenance needs, safety concerns, or issues like graffiti or vandalism so they can be addressed quickly and appropriately.operations. In addition, our crew reports maintenance concerns and safety issues, including graffiti or vandalism, helping maintain a safe and welcoming environment for employees and visitors.
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Why This Matters to Palm Desert
 Flexible staffing across multiple shifts: Allows us to maintain consistent service levels while adapting to varying building usage and operational demands.  Experience supporting events and weekend activity: Ensures facilities remain clean, presentable, and fully reset without disrupting regular operations.  Experience maintaining high traffic public facing spaces: Safeguards that lobbies, service counters, and common areas remain consistently clean and presentable throughout the day, directly reinforcing the public’s perception of City services.

County of Monterey
Contact
Ivo Basor, Management Analyst III
(831) 796-6427 | [email protected]
Contract Term June 2014 – Current
Annual Contract
Value
Approximately $686,000 (fees based on square footage, site hours, shifts/week, and scope)
Description of
Services Provided
Our team of 25 janitors and three supervisors delivers services to more than 260,000 square feet of public facing,
administrative, judicial, and law enforcement facilities. These include County libraries, the Agricultural Commissioner Center, Health Facilities, Sheriff’s Department, Social Services Center and the world-famous Laguna Seca Raceway. Services are
delivered across three shifts with daily cleaning supplemented by quarterly periodic services performed by our specialty cleaning crew. All of our staff are carefully pre-screened and cleared to deliver services safely, professionally and in full compliance with the County’s security protocols.

Why This Matters to Palm Desert
 Experience supporting libraries and public facing spaces: We understand how to maintain clean, quiet, and welcoming environments without disrupting patrons or daily operations.
 Pre-screened staff familiar with secure environments: Our crews are already trained to follow protocols and work responsibly in both open public spaces and more sensitive areas like a Sheriff’s Substation.
 Coordination with agency representatives: An important aspect that allows for us to maintain these public facilities at a high level revolves around our strong communication network.
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Staffing and
Key Personnel
Section 4 402
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Staffing and Key Personnel
The City requires reliable daily coverage and organizational staffing to absorb absenteeism, turnover, seasonal demand, and emergencies without service disruption. This section demonstrates that the City is supported by a dedicated deployment model, reducing the risk of staffing shortfalls over the full contract term.

Within our organization’s wide staffing framework, the City is assured of having a stable, dedicated team assigned specifically to this contract.

The City benefits from:
 Consistent day porter and evening janitorial dedicated staffing  Predictable personnel assignments across all locations and event staffing Number of Employees Assigned to Palm Desert
(including job titles and roles)
The following staffing plan outlines the personnel assigned to the City of Palm Desert, including their roles and responsibilities. This structure provides dedicated on site coverage, active supervision, and corporate oversight, with additional cross trained staff available to adjust to changing service needs, events, or emergency conditions.

Job Titles Staffing Roles
Janitors 5
Will handle daily, weekly, and periodic cleaning, from
disinfecting high-touch surfaces and maintaining restrooms to trash removal and recycling. Janitors will keep offices, public areas, community centers, and the library clean, safe, and welcoming, while working within the designated service hours to avoid disruption to staff and visitors.

Lead Janitors 5
Provide on-site supervision, monitor attendance and shift coverage, verify completion of assigned tasks, conduct
random inspections, document deficiencies, and coordinate corrective actions with the Contract Manager, in alignment with our Quality Control Program.

Supervisory/Corporate 10
Deliver management oversight including contract
administration, safety program management (OSHA and Cal OSHA), SDS management, staffing coordination,
scheduling, quality control tracking, reporting, invoicing, and formal inspections. Maintain communication with City representatives and respond to service issues.

Total Employees
Assigned 20
Additionally, we will have a cross trained staff of
approximately 10 janitors within the region for coverage, and to ramp up for city events or additional/emergency
work
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Proposed Contract Manager
Our proposed Contract Manager for this project is Adan Argueta, who brings over 25 years of experience in municipal janitorial operations and has been a valued member of USMG for more than 15 years.

Description of Staffing Structure
Our proposed staffing is designed for the City’s diverse facilities, accommodating different building types, occupancy levels, and operational demands. All assigned staff will work their full scheduled shifts and complete required tasks. To monitor this, we utilize iSolved, a workforce time-management system with geo-fencing capabilities that verifies employee arrival and departure time in real time, providing full transparency and reliable staffing across all locations. Our staffing model provides consistent, year round service with the flexibility to adjust as services change, and all coverage is scheduled to minimize disruption to City staff, facility users, and public operations.
 Day porter coverage services high-traffic areas, replenishes supplies, and responds immediately to service needs.
 Night cleaning teams are assigned by facility type and size to complete daily, periodic, and detailed cleaning tasks.
 Flexible staffing adjusts peak park usage and seasonal events, including preevent cleaning, such as concession prep and special projects.  Relief personnel will fill in for absences to maintain staffing levels and provide uninterrupted service across all locations.

Daily coverage is tracked through structured attendance tracking and site level documentation, with iSolved to verify staff presence and time on site without adding administrative burden. Backup personnel are strategically assigned based on operational needs, such as high-traffic areas, extended use spaces, and geographically distributed locations.

Scalability for Scope or Schedule Changes
We can rapidly scale staffing and resources as service demands change. Scalability is facilitated by:
 Access to an extended pool of pre-screened and trained personnel.  Seasonal staffing aligned with peak park usage, tourism, and events.  Vendor partnerships for specialized services (e.g., flood extraction).  Real-time updates to assignment sheets, checklists, and logs to keep documentation accurate and up to date.

The City can adjust service levels, add sites, request event coverages, or modify hours with confidence that staffing and oversight will scale smoothly without compromising service.

Our backup staffing and emergency response systems are proven, active, and fully integrated into daily operations. By maintaining cross-trained relief staff, supervisory redundancy, and 24/7 emergency readiness, we enable uninterrupted service across your facilities — even during absences, increased workloads, or unexpected events. This depth of infrastructure provides you with continuity, rapid response, and significantly lower 404
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operational risk than providers without reserve staffing or documented emergency protocols.

Operational and Management Support
Our on-site supervisors are backed by an experienced operations team that provides daily guidance, helps coordinate schedules, and steps in when assistance is needed. This team approach allows us to respond quickly to changing needs without disruption and removes reliance on any single individual. Our senior leadership team remains actively involved, providing strategic oversight, additional accountability, and support for performance, planning, and service improvements. Together, this structure keeps service consistent and dependable, while giving us the flexibility to adapt as contract needs evolve.

Adan Argueta — Contract Manager
Adan will serve as the Contract Manager for this account, providing experienced oversight and added supervisory depth to maintain consistent performance across all facilities.
 15 years with USMG and over 25 years of experience leading large-scale, multisite janitorial operations in the public sector.  Skilled in budget management, process improvement, and operational efficiency, delivering measurable results in high-demand environments.  Fully fingerprinted and background-cleared for work in secure facilities  Builds and manages a locally based, cross-trained workforce to support uninterrupted operations and staffing continuity.
 Provides ongoing staff training in safety protocols, compliance requirements, and industry best practices, resulting in clean well-maintained facilities.

Hope Senio – Operations Coordinator
Hope supports administrative coordination, scheduling, documentation, and contract start-up activities.
 One year with USMG, currently coordinating operations for our multi-facility municipal contracts.
 Brings a decade of customer service experience.
 Experienced in coordinating contract start-up tasks.
 Will serve as a key point of contact for administrative, scheduling, and documentation management.
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Juanita Ochoa — HR & Operations Manager
Juanita’s role will focus on staff management and operational compliance. She will serve as a liaison between our corporate management and the on-site teams to make sure all staff are properly trained, equipped and prepared to meet the City’s service expectations.
 Four years with USMG, reinforcing company policies, safety standards, and job specific training so staff are prepared and consistent from day one.  Provides hands on assistance in the field, addressing daily challenges and working directly with Contract Managers and Monitors to keep operations running smoothly.
 Oversees all new team members onboarding, scheduling, and background checks, coordinating hiring, security clearance verifications, and shift coverage to maintain a fully staffed workforce aligned with the City’s requirements.

Roger Vallecilla — Quality Control Manager
Roger oversees account management and quality control, keeping services running smoothly and up to standard.
 16 years with USMG, leading our Quality Control Program across large, multisite operations, including municipalities, counties, and secure facilities, while overseeing our electronic inspection system, Otuvy.
 Fully fingerprinted and background-cleared for work in secure facilities.  Institute of Inspection Cleaning and Restoration Certification (IICRC) Carpet Cleaning Technician, allowing for a higher level of asset protection and also extending the lifecycle of facility surfaces.
 Monitors and enhances facility performance, using inspection results to guide improvements and maintain high-quality standards.
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Javier Gallegos – Director of Operations
With over 15 years of experience in the janitorial industry, Javier has led large-scale teams and supervisors across our entire custodial portfolio.  One year with USMG and has been directly involved with improving scheduling processes and increasing scope of work efficiencies within our operations.  Accounts in his portfolio include City of Ventura, City of Chino Hills, City of Morgan Hill, County of Monterey, County of Orange, County of Los Angeles, County of San Bernardino, Las Virgenes Municipal Water District and Monterey Bay Air Resources Division.
 Implemented structured shift processes for better coverage and minimizing last minute schedule adjustment.
 Reinforced accountability and scheduling expectations to improve employees adhering to their assigned shifts.
 Conducts quarterly inspections to identify service gaps and improve compliance with contracted Scope of Work and expectations.

Ted Reynoso – VP of Operations
Accomplished operations executive with over 25 years of experience leading largescale cleaning and maintenance operations nationwide.  Four years with USMG, managing multi-facility accounts with hands-on leadership that strengthens team performance, optimizes operations, and coordinates oversight across all sites.
 Portfolio includes a diverse portfolio of municipal contracts, including City of Ventura, City of Chino Hills, City of Morgan Hill, County of Orange, County of Los Angeles, County of San Bernardino, Superior Courts of CA - Orange County Las Virgenes Municipal Water District.
 IIRC Certified Carpet Cleaning Technician and Forklift Certified. 407
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Brian Lee – President & CFO
Provides executive leadership and strategic oversight across all USMG operations, aligning service delivery, financial performance, and contract compliance with client expectations from award through completion.
 10 years with USMG, overseeing company operations, finances and regulatory compliance.
 Directs financial management, supporting fiscal responsibility, regulatory compliance, and sustainable growth.
 Works closely with Corporate Counsel to navigate industry regulations and mitigate risk across all contracts and operations.
 Leads risk management initiatives to maintain operational integrity and adherence to legal and contractual standards.

Evelyn Lee – Chief Executive Officer
Evelyn provides visionary leadership for USMG, guiding the Corporate Team with purpose, and establishing best practices in employee and client service.  18 years with USMG, and has led the organization as Chief Executive Officer for the past 11, shaping long-term strategy and guiding sustained growth.  Sets the company’s strategic vision, driving innovation, market expansion, and operational excellence across all service lines.
 Champions a culture of accountability and employee engagement, aligning corporate leadership with measurable performance and strong client partnerships.
 Brings a lifetime of industry experience, combining generational insight and deep institutional knowledge to drive client-focused results and company growth.
 IICRC Certified Carpet Cleaning Technician.
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Description of Supervisory Support
We provide the City with a stable, clearly defined contract management structure that has been tested at other municipal facilites. Roles are intentionally separated between day-to-day contract oversight, on-site supervision, and executive escalation, enabling accountability, responsiveness, and uninterrupted coverage across a large, public-facing, and safety-sensitive portfolio.

Principal Supervisors
We will asign a dedicated, seasoned supervisor with defined authority and coverage responsibility.

Adan Argueta— Contract Manager
 Primary supervisor for all Palm Desert facilities
 Oversees daily operations, inspections, staffing coordination, and incident response  Background-approved at multiple municipal facilities for Police, Fire, and County jails
 Provides immediate response to urgent needs and implements corrective actions  Monitors staffing levels, and oversees periodic tasks  Conducts random inspections to verify attendance, safety, and quality compliance  Provides continuous oversight during absences, peak periods, or redeployments Why This Matters to the City
 Issues are detected and corrected before escalating
 Clear accountability for each facility and coverage zone Quality Control Manager, Roger Vallecilla
Roger Vallecilla will serve as the Quality Control Manager for the City and is the primary point of contact for quality oversight, and compliance activities. He is responsible for:
 Conducting quarterly performance and compliance inspections, including auditing work logs, inspection forms, and SDS binders
 Reviewing and verifying corrective action closures
 Compiling and submitting complete quarterly QC/QA and performance reports  Coordinating responses to complaints and overseeing all correction compliance  Available to assist City staff during audits, inspections, or reviews Why This Matters to the City
 Provides a single, accountable contract compliance contact  Enables consistent enforcement of specifications and documentation requirements  Reduces City administrative burden through organized reporting and follow-through  Aligns quality oversight with daily operations and supervision 409
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Supervision Model (Why It Works for the City)
Supervision for the City operates through a clear, documented structure:

Staff → Lead Custodian → Contract Manager
Key features include:
 Daily supervision of attendance and task completions by Lead Janitors  Attendance rates further verified by the Contract Manager through our iSolved software
 Routine inspections by Contract Manager and regular documentation review  Active monitoring of corrective actions and response timelines  Direct coordination with the City’s staff as needed
 Emergency escalation and rapid redeployment capability  Supervisor coverage planning during absences, weekends, and peak seasons This model allows for inspection readiness, rapid correction, and consistent standards across the City’s diverse facilities.

Executive Oversight and Escalation
Evelyn Lee — Chief Executive Officer
Evelyn provides executive oversight and escalation guidance so that sufficient resources, authority, and organizational backing are available to meet all contract requirements. She becomes directly involved in:
 Escalated or recurring performance issues
 High-risk or City-sensitive concerns
 Resource redeployment during emergencies or unusual demand  Strategic coordination to maintain contract compliance and service continuity Why This Matters to the City
 Confirms the contract has executive visibility and authority  Enables rapid decision-making when issues exceed operational thresholds  Provides confidence that US Metro Group leadership is fully engaged and accountable
Communication and Escalation Pathways
We maintain clear, predictable communication channels:
 24/7 phone and email availability for urgent issues
 Contract Manager (Adan Argueta) — primary City contact 410
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Escalation Follows a Defined Tiered Structure
Lead Janitors → Contract Manager → Executive
Leadership
This structure applies to:
 Urgent corrections
 Security or access issues
 Vandalism or damage
 Public-health activations
 Service-level risks or recurring deficiencies
Why This Matters to the City
 Provides clear contact responsibilities
 Enables fast, professional response at all times
 Prevents issues from stalling due to unclear authority Employee Hiring and Background Check
Procedures
USMG follows a thorough screening program that meets all City requirements for eligibility, conduct, and safety. Employees complete criminal background checks, identity verification, and employment eligibility confirmation before starting work. This process provides barriers to maintain a safe environment for City staff and residents. 411
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When necessary, the following supplemental background checks may be conducted:
 Education Search (verifies highest education level)
 Employment Search
 Federal Criminal Search
 Bankruptcy
Staff Training Programs
The City’s janitorial program requires a fully trained
workforce capable of operating safely across
public-facing and secure facilities, guided by
documented training controls that meet inspection,
audit, and public-health reviews.

This section highlights a structured training program
that prepares all employees to perform safely and
consistently across the City’s diverse portfolio,
while maintaining clear documentation and
supervisory verification at every stage.

Training completion is verified prior to independent work, reinforced through continuous refresher training, and documented so records can be produced quickly when required— significantly reducing operational, safety, and compliance risk for the City.

New Hire Training Program (Pre-assignment readiness)
Before working independently at any City of Palm Desert facility, all new employees complete a structured onboarding program designed to establish a consistent baseline of safety, compliance, and site-specific readiness.

Four-Phase Onboarding Framework
 Phase 1 - Orientation and core safety fundamentals: New hires receive orientation covering company policies, timekeeping, basic chemical handling, equipment use, and foundational safety and security procedures, including Personal Protective Equipment (PPE), bloodborne pathogens, and hazard awareness.  Phase 2 - Readiness verification (before first solo shift): Employee complete a training readiness checklist that is reviewed and approved by management prior to the employee’s first independent shift.
 Phase 3 - Palm Desert-relevant scope + shadow shifts: Training expands to Palm Desert-specific facility types and service expectations, including parks, the library, public restrooms, administrative buildings, and secure environments.

Employees complete on-site shadow shifts with a supervisor before working independently.
 Phase 4 - Floor care: Employees receive training in hard-surface floor care, floor scrubbing, strip and wax processes, carpet care, spot cleaning, and extraction methods to enable safe operation and protection of City assets.

Only fully trained and cleared, employees are assigned to the City facilities, minimizing onboarding errors, safety incidents, and service disruptions associated with informal training USMG Safety Training, Detroit Public Schools
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methods. Each employee starts with a verified baseline of performance verified by documented training records.

Continuous and Annual Training Program
To maintain consistent standards across all shifts and locations, our workforce participates in a documented cycle of ongoing training that reinforces safety, compliance, and quality expectations throughout the contract term.

Ongoing training components
 Annual safety and OSHA refresher training
 SDS handling and chemical safety updates
 Public-health and infectious-disease cleaning protocols  Equipment re-certification and safe-use reinforcement  Monthly, supervisor-led “toolbox talks” focused on site conditions and emerging risks
 Quality-control coaching tied to inspection findings and performance trends Training is reinforced whenever new procedures, products, equipment, or hazards are introduced, or following incidents that require corrective action.

This training approach drives consistent service standards across all facilities, reduces variability and repeat inspection findings, and enables readiness for emergencies, outbreaks, or heightened scrutiny.

Palm Desert-Specific Training Requirements
The City of Palm Desert’s portfolio includes civic buildings, public facing spaces, and secure facilities that require site-specific knowledge beyond general janitorial training. City-specific instruction prepares our staff to meet operational requirements. Palm Desert specific training includes:
 City Hall and administrative protocols, including maintaining professional environments in council chambers, offices, and public meeting spaces  Library standards, with an emphasis on quiet operation, careful cleaning around materials, and a welcoming environment for library guests  Sheriff’s Substation procedures, including access control, security awareness, confidentiality, and adherence to site-specific protocols  Community centers and public-use facilities instruction on high traffic management, event readiness, and presentable shared spaces  Public facing space training on maintaining lobbies, service counters, and common areas where appearance and cleanliness shape the public experience  Aquatics facility instruction on safety protocols, slip prevention, and proper cleaning techniques for wet and high-risk surfaces
 Emergency, storm, and event-related clean-up procedures  Customer interaction expectations in public-facing environments 413
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Supervisor led walkthroughs are used to reinforce site specific expectations, especially when staff are assigned to higher visibility or more sensitive locations.

Palm Desert specific training helps maintain continuity across facilities, reduces startup time, and provides for a safe, consistent service delivery. Completion of this training is required prior to assignment so staff are prepared and ready to perform from day one.

Training Documentation and Audit Readiness
Training records are maintained for all employees, including onboarding verification, refresher attendance, and completion of site specific training. Documentation can be produced quickly during audits, inspections, or reviews to demonstrate compliance, traceability, and enforcement of training requirements.

The City will be maintained by a workforce trained before assignment, reinforced through ongoing instruction, and familiar with the requirements of each facility. The result is reduced safety and compliance risk, consistent standards across all locations, and confidence that training practices are documented, enforceable, and audit ready throughout the contract term.

Employee Retention Strategies
Throughout our history, one of our greatest
strengths has been our significantly low employee
turnover rate, which has remained at 10% or
lower. In 2023 and 2024, our turnover rate was at
only 6%, going down to an impressive 1.8% in
2025!
USMG encourages mentorship and collaboration
through our "Lead System," where one lead janitor
is assigned to every two janitors. This hands-on
approach provides guidance, while improving
coordination and communication across our teams.

Surprise Recognition
Surprise Recognitions can be determined by supervisors, managers, client feedback, random inspections of areas, proper use of equipment & chemicals and the ability to work well with coworkers. Additional themes include attendance, safety compliance or simply when sighted doing something great (uniform tidiness, cleaning cart in order with bottles appropriately marked, safety belt used correctly, restrooms properly detailed, carpets vacuumed properly, etc.).

Quarterly Recognition
Team lunches and dinners with “USMG Swag Bags” are presented following events such as:
perfect scores on quarterly QC inspections, employees working safely as a team, as well as a quarter without disciplinary issues. This helps motivate the employees to work together effectively and as a team.

USMG Employee Pablo Corrales
– 35 Year Celebration!
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Supervisors Performance and Responsibilities
Supervisors are eligible for quarterly performance incentives based on quality control results, employee safety performance and minimal disciplinary issues. This structure reinforces consistent oversight and encourages supervisors to promote safe, high quality work practices each day. They are responsible for promoting teamwork, meeting all Scope of Work
requirements, maintaining successful QC inspection results, completing documentation in a timely manner, and minimizing labor-related issues through proactive leadership. By aligning incentives with these responsibilities, supervisors are motivated to lead effectively and foster a safe, collaborative work environment.

Employee Recognition and Appreciation
In addition to performance-based awards, we value and celebrate our employees through events and milestones such as birthdays and holiday gatherings. Employees are recognized for consistently outperforming their coworkers throughout the year. Recognition themes include attendance, safety, restroom cleaning, interpersonal relations, teamwork, QC results and client satisfaction. These recognitions are also used as input in decisions for awards, certificates and promotions.

Annual Corporate Event
We place strong value on employee engagement, morale and team cohesion as valuable components of delivering exceptional service. To reinforce this commitment, we host an annual company-wide appreciation event that not only recognizes employee contributions but also strengthens collaboration across our workforce. Our inaugural event included a hosted dinner, team based activities, talent show and interactive programming focused on participation and camaraderie. Providing opportunities for employees to connect outside of the daily work routine strengthens relationships across departments and reinforces teamwork, directly translating into a more productive and enthusiastic work atmosphere.

Director of Operations, Javier
Gallegos (L) hosts a Surprise
Employee Recognition Event
US Metro Group’s Annual Corporate Event
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Backup Staffing and Emergency Situations
A structured backup staffing program and 24/7 emergency response will enable us to maintain uninterrupted service across Palm Desert’s citywide portfolio. Our backup personnel will be fully trained, background-cleared, and cross-trained to safely access city buildings, secure facilities, and other public-facing environments.

This depth of resources allows us to respond immediately to absences, increased workloads, vandalism, weather-related incidents, and public-health emergencies, providing operational stability and resilience that low-cost bidders typically cannot sustain.

All backup personnel will be integrated into the City’s routes, standards, and documentation requirements, providing seamless coverage without a learning curve and maintaining consistent service quality.

Backup Staffing Resources
We provide pre-assigned, trained backup resources to manage both planned and unplanned staffing disruptions, delivering seamless service quality. Backup staffing resources include:
 Dedicated cross-trained relief personnel available daily to cover unplanned absences
 Relief staff will be trained for:
o Day porter assignments
o City Hall
o Sheriff Substation
o Library, Aquatics Center, Community Center
o Concession Stand and park restrooms
o Night crews
 Supervisory backup coverage to maintain inspection, documentation, and correction oversight if the Contract Manager is unavailable  Security-cleared personnel authorized for Sheriff’s Substation and other sensitive facilities
 A clear, documented process for immediate staff reassignment All backup personnel receive the same City-specific training as primary staff, enabling consistent performance, documentation discipline, and adherence to contract specifications.

This structure prevents service gap and preserves continuity at secure facilities without pulling staff from other sites or reducing coverage elsewhere.

Emergency Response Capacity
We maintain 24/7 emergency readiness for incidents that require immediate action or changes to the normal scope or hours of operation. Emergency response capabilities include:
 Vandalism and graffiti removal with time-stamped photo documentation  Plumbing-related issues such as clogs, leaks, or running water  Homeless encampment abatement
 Storm and weather-related debris cleanup
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 Spills, slip hazards, and urgent safety concerns
 Public-health disinfection using PPE and approved disinfectants  Unplanned workload surges caused by events, seasonal peaks, or heavy public use
 Activation of multiple response teams simultaneously during larger incidents without disrupting routine service
On-Call Coverage
 Supervisory staff are on call after hours
 A dedicated emergency contact is available to City facilities staff for immediate assistance at all times 24/7
 Crews are reassigned based on severity, location, and public-facing impact  Adan Argueta (Contract Manager) oversees escalations involving safety, public-health, or after-hours incidents
Urgent issues are contained quickly, public disruption is minimized, and the City is not forced to divert internal resources or engage secondary contractors during emergencies.

Uniform Standards
Employees and supervisors assigned to City facilities are required to wear neat, clean and professional uniforms provided by USMG.

Supervisors wear company issued blue long sleeve button down shirts, while janitorial staff wear blue polo shirts clearly displaying company identification, along with pants and proper closed-toe footwear. Shorts, cut-offs, sandals and flip flops are not permitted.

Uniform standards apply at all times, including during training periods, promoting clear identification, professionalism and compliance with site requirements. Our team will be solely responsible for enforcing uniform compliance and adherence to applicable safety regulations, including Cal/OSHA requirements for PPE and safe work practices.

Company Badging Procedures
All personnel assigned to City premises will be issued a company photo identification badge. Badges must be worn at all times while on City property in a visible location, clearly identifying authorized personnel and enhancing site security and accountability.

Upon completion of services, all personnel will return their photo identification badges to USMG prior to final invoice submission or final paycheck. Our company maintains internal controls to track badge issuance and returns and will promptly recover badges for any personnel removed from the assignment.

US Metro Group Blue
Long-Sleeved
Supervisor Shirt
US Metro Group
Sample Badge
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Work Plan and
Service Approach
Section 5 418
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Work Plan and Service Approach
We are prepared to provide the City with a well-organized work plan that brings together dedicated staffing, multi shift coverage, hands on supervision, and a full quality control program. This approach allows us to respond quickly to issues as they arise and consistently meet all requirements in the Scope of Work across every facility.

Our approach is designed specifically for the City’s mix of facilities, including City Hall, community centers, corporation yards, public safety buildings, and high use locations such as the Library and Aquatic Center. Each site has different usage patterns, and our plan is built to handle that variation while maintaining consistent service delivery.

We implement structured daily, weekly, and periodic cleaning cycles that align with the required frequency schedules. These are backed by clearly defined staffing assignments, routing, and supervision so that each facility receives the right level of attention at the right time.

Daily and Weekly Execution
Daily services are performed across all facilities and include routine floor care, restroom cleaning, trash and recycling removal, and restocking of consumables in restrooms, break areas, and common spaces. Services also include public facing areas such as lobbies, council chambers, and shared spaces, as well as exterior areas.

Periodic work such as detailed cleaning, interior glass, and specialized floor care is built into weekly, monthly, and quarterly cycles based on the City’s frequency requirements. This establishes a steady service routine that keeps all facilities consistently clean and well maintained.

All work is tied to facility specific task lists and tracked through service logs. This gives the City clear visibility into completed work and creates accountability across the entire operation.

Approach to Maintaining Cleanliness
We use a multi shift staffing model that aligns with each facility’s hours of operation and level of public use:
 Daytime personnel are assigned to high traffic locations and public facing buildings to maintain cleanliness throughout the day
 Night crews complete full facility cleaning in administrative and office areas to avoid disruption
 Flexible coverage is built in for locations with varying schedules, including community centers and public safety facilities, which can easily be ramped up when needed
Minimizing Disruptions to City Services
Because service days and hours vary by facility, our team works closely with the City to align staffing with approved service windows and operational needs. We also will maintain a schedule of council meetings and other scheduled events pulled from the City’s website, which is distributed to admin staff and supervisors responsible for scheduling services. This allows us to maintain consistent coverage while adapting to each building’s schedule. 419
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Our staffing approach is also designed to scale. As facility needs shift over time, including the potential addition of locations or changes in service levels, we can adjust staffing and routing without impacting overall performance.

This model provides reliable coverage across all facilities, keeps public spaces ready for daily use, and eliminates the service gaps that often occur with limited or single shift operations.

Understanding Scope of Services
Our operations are tailored to the specific requirements and risks of each facility category, rather than applying a one-size-fits-all approach.

Public Facilities and Exterior Areas
 High-touch disinfection and odor control
 Rapid graffiti and vandalism response
 Daytime coverage where needed to maintain cleanliness in high traffic areas Sheriff Substation
 Secure access and confidentiality protocols
 Limited-disruption cleaning routines
 Supervisor-controlled oversight in restricted areas
 Assignment of trained, cleared personnel only
Corporate Yard and Industrial Facilities
 Safety awareness in operational and equipment areas, including restrooms with shower facilities
 Cleaning of shop areas, offices, and shared spaces with attention to heavier use conditions
 Coordination with staff to avoid disruption to daily operations Aquatics Centers and Recreation Facilities
 Moisture and slip-risk mitigation
 Surface-specific cleaning methods
 Enhanced locker room and restroom disinfection
Library and Community Centers
 High focus on high use library areas: Careful attention to seating, study tables, and high touch surfaces while working around books, equipment, and library furnishings
 Event turnaround cleaning and room resets at Community Centers  Flexible routing aligned with schedules and public use for both City Hall and Administrative Buildings
 Structured night cleaning routines for time sensitive morning readiness  Facility specific cleaning methods used in areas like Council Chambers where special care is required
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 Cleaning is scheduled around facility use, including Council meetings, with work completed before and after events to avoid disruption.

Site-specific execution enables consistent outcomes across diverse facilities and prevents service variability caused by generalized cleaning approaches.

Proposed Cleaning Methods and Procedures

1.0 Operational Guidelines
USMG performs all services in accordance with established operating procedures that govern cleaning methods, chemical handling, equipment use, communication, training, inspections, and reporting. These procedures will be applied consistently across all Palm Desert facilities and are made available to both staff and the City to maintain transparency and accountability.

Our operations are tailored to the specific requirements and risks of each facility category, rather than applying a one size fits all approach. This allows each location to be serviced based on its use, layout, and operational demands while maintaining consistent performance standards.

1.1 Public Facilities and Exterior Areas
Each facility is managed with a site specific cleaning plan that outlines service methods, schedules, and priorities based on how the building is used. This includes administrative buildings, community centers, public safety facilities, and high traffic public spaces.

1.1.1 Communication Plan
A clear communication structure is established with the City that defines how information is shared between cleaning staff, supervisors, and designated City representatives. This includes reporting service issues, responding to requests, and maintaining open lines of communication for feedback and coordination.

1.1.2 Floor Maintenance Program
Floor care is managed through a structured program that includes routine cleaning, periodic maintenance, and scheduled deep cleaning. Services such as vacuuming, mopping, stripping, waxing, and carpet care are performed based on facility needs to maintain appearance and extend the life of flooring surfaces.

1.1.3 Cleaning Schedules and Operational Planning
Cleaning schedules are developed by facility and task type, covering daily, weekly, monthly, and periodic services. These schedules align with the City’s frequency requirements and are designed to minimize disruption to operations and public use.

Schedules are reviewed and adjusted as needed based on building activity, seasonal use, and changing operational needs. This allows the cleaning program to remain consistent while adapting to how each facility is used over time.

1.1.4 Special Area and Operational Considerations
Cleaning schedules are developed by facility and task type, covering daily, weekly, monthly, and periodic services. These schedules align with the City’s frequency requirements and are designed to minimize disruption to operations and public use. 421
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Emergency priorities such as vandalism, spills, or safety concerns are incorporated into daily operations so issues are addressed promptly without interrupting scheduled services.

Environmentally Responsible Cleaning Practices

2.0 Green Cleaning Operational Requirements
Account for special areas, conditions and populations that may affect human health, environmental impact or cleaning effectiveness, including but not limited to:
 Cleaning procedure requirements for special areas as high-traffic areas  Storage and use of chemicals within the facility, including consideration of proper ventilation, adequate security, and proper management of the area.  Vulnerable populations such as immune-compromised, asthmatics, and pregnant women.
 Indoor sources of contaminants or pollution, both temporary and permanent, such as building renovations, indoor plants, and new carpet installations.  Special requirements for operations involving potentially hazardous materials such as the maintenance of floors containing asbestos, or compliance with OSHA Bloodborne Pathogens Standards.
 Special engineering concerns such as areas with inadequate ventilation, poor lighting, and restricted access.
 Seasonal or periodic conditions and periods of increased or decreased use.  Requirements of the building Integrated Pest Management System.  Special cleaning requirements or conditions that may affect the frequency of cleaning or negatively impact human health or the environment.

2.1.1 Powered Equipment Use and Maintenance Plan
Develop, adopt and maintain a plan for the use of powered janitorial equipment that maximizes the effective reduction of building contaminants with minimum environmental impact. USMG shall evaluate that the janitorial equipment currently being used is functioning properly (as validated by equipment manufacturer or by reputable third-party service organization) or that it is tagged out of service. USMG shall develop a plan for the phase-out of equipment that does not, at a minimum, meet the following specifications.  Vacuum cleaners must meet at a minimum the Carpet and Rug Institute (CRI) Green Label Program requirements and shall operate at a sound level of less than 70 dBA.
 Carpet extraction equipment must meet at a minimum the Carpet and Rug Institute Bronze Seal of Approval.
 Powered floor maintenance equipment must be equipped with controls or other devices for capturing and collecting particulates and shall operate at a sound level less than 70 dBA.
 Propane-powered floor equipment must have high-efficiency, low-emissions engines shall be equipped with catalytic and exhaust monitoring systems in addition to other requirements for floor equipment set out in the section. 422
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 Powered scrubbing machines must be equipped with a control method for variable rate dispensing to optimize the use of cleaning fluids. A component of this plan also shall include a quarterly maintenance program that inspects and maintains the performance of janitorial equipment, as defined by the equipment vendor and records results in a maintenance log.

2.1.2 Requirements for Products, Supplies and Equipment Purchase and use cleaning products, supplies and equipment that allow for effective cleaning while minimizing adverse impacts on human health and the environment. These requirements apply to all products, supplies and equipment used in routine and periodic cleaning operations unless otherwise specified.

Certified Cleaning Products and Supplies
Standardize the following categories of cleaning products and supplies, USMG recommends the use of products certified by Green Seal under the relevant environmental standards:
 General-purpose cleaners, bathroom cleaners, glass cleaners and carpet cleaners:

GS-37, CCD-146 or CCD-148.
 Floor finishes and floor strippers: GS-40, CCD-147a or CCD-147b.  Degreasers: GS-34 or CCD-146E.
 Liquid hand soap: GS-41 or CCD-104.
 Toilet tissue and facial tissue: GS-01, CCD-082 or CCD-083.  Paper towels and napkins: GS-09, CCD-084, CCD-085 or CCD-086.  Other chemical cleaning products or non-chemical cleaning supplies may be used if certified under a Green Seal standard established in the future.

2.1.3 Environmentally Preferable Products and Supplies
The following criteria applies to manual (non-powered) cleaning equipment, and to cleaning products and supplies not specifically addressed.

A majority (more than 50%) purchased for use by USMG shall consist of environmentally preferable products. This percentage shall be calculated on an annual dollar basis.

2.1.4 Chemical Products Typically Disposed Down the Drain Provide options for a chemical cleaning product that can typically be disposed of down the drain, it can be considered environmentally preferable if it meets all of the following criteria:
 Nontoxic;
 Not formulated with carcinogens or reproductive toxins;  Not formulated with ammonia, phthalates, alkylphenol ethoxylates, 2- butoxyethanol, heavy metals, or ozone-depleting compounds;  Not a flammable liquid (flash point > 140◦F);
 Product pH is between 2.5–12, or has been tested as non-corrosive to skin and eyes;
 Low VOC;
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 Non-phosphate;
 Biodegradable;
 Solid, powder, or concentrated liquid form, where appropriate to that product class; and
 Uses reusable, recycled, or recyclable primary packaging; or lightweight, flexible packaging that represents a significant reduction in material use when compared to rigid packaging.
 Toxicity and pH of the product shall be evaluated in the most concentrated liquid form of the product where direct user contact could occur. VOCs and phosphorus shall be measured at the highest concentration recommended for use.

These products may include laundry detergents, dishwashing detergents, wood and stone floor coatings, lime and scale removers, drain cleaners, urinal deodorizers, and others.

2.1.5 Chemical Products Not Typically Disposed Down the Drain Provide options for a chemical cleaning product that is not typically disposed of down the drain, it can be considered environmentally preferable if it meets all of the following criteria:
 Nontoxic;
 Not formulated with carcinogens or reproductive toxins;  Not formulated with ammonia, phthalates, alkylphenol ethoxylates, 2- butoxyethanol, heavy metals, or ozone-depleting compounds;  Not a flammable liquid (flash point > 140◦F);
 Undiluted product pH is between 2.5–12, or has been tested as non-corrosive to skin and eyes; low VOC; solid, powder, or concentrated liquid form, where appropriate to that product class; and
 Uses reusable, recycled, or recyclable primary packaging; or lightweight, flexible packaging that represents a significant reduction in material use when compared to rigid packaging. Toxicity and pH of the product shall be evaluated in the most concentrated liquid form of the product where direct user contact could occur.

VOCs shall be measured at the highest concentration recommended for use.

These products may include spot removers, upholstery cleaners, dust mop treatments and dusting aids, oven cleaners, furniture polish and furniture maintenance products, odor control products (e.g., air freshener, drip dispensers), adhesive removers, gum removers, graffiti removers, metal cleaners and polishes, marble polishes, and others.

2.1.6 Non-Chemical Cleaning Supplies
Provide options for supplies that can be considered environmentally preferable (if it meets all of the following criteria):
 Meets the minimum recovered material content as designated by the U.S. EPA’s  Comprehensive Procurement Guidelines for that product;  Paper products have not been bleached with chlorine or chlorine derivatives; and  Plastic-containing products are made of PVC-free materials. 424
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These products may include plastic trash bags, toilet seat covers, general-purpose industrial wipes (paper), office recycling containers and waste receptacles (plastic, steel, corrugated paper, solid paper fiber, or industrial paperboard), and floor mats (rubber, plastic, or rubber/plastic composite).

2.1.7 Manual Cleaning Equipment
Provide options for manual cleaning equipment that can be considered environmentally preferable (if it meets at least one of the following criteria):
 Uses at least 50% wood from certified sustainable sources (e.g., Forest Stewardship Council-certified);
 Uses at least 25% post-consumer recycled plastics or biodegradable plastic substitutes;
 Uses at least 50% organically grown material; or
 Uses at least 25% reclaimed, reused, or post-consumer recycled materials.

These products may include brooms, dry/wet mops, brushes, buckets, dustpans, toilet plungers, snakes, toilet bowl brushes, window squeegees, scrapers, ladders, carts/totes, spray bottles, signage, and other non-automated cleaning equipment.

2.1.8 Powered Cleaning Equipment
All new powered janitorial equipment purchased in this category meets the criteria listed in Section 3.3. These products include powered floor scrubbers, burnishers, steam extractors, vacuum cleaners, power washers and other powered cleaning equipment.

2.1.9 Cleaning Procedure Requirements
Develop and implement a system for the safe and efficient use of chemicals that  Provides easily understood directions to cleaning staff in appropriate written languages or graphic representation for the dilution of chemical cleaning products.  Tracks the quantities of chemicals consumed over time by cleaning operations on a quarterly basis.
 Uses a chemical measuring and dilution control system (dispensing pumps, premeasured packets, etc.) that limits worker exposure to chemical concentrates while facilitating the proper dilution of chemical concentrates.  Trains workers in the safe and effective use of all relevant chemical cleaning products.
 Uses the appropriate technology (coarse spray bottles, automatic chemical dispensers on powered equipment, etc.) for applying the chemical product in a manner that does not result in overuse and waste of the product.  Provides directions for the proper rinsing and disposal of used or expended chemical solutions or empty chemical containers.
 Conducts cleaning activities in a manner that prevents other building areas from being adversely affected.
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Approach to Servicing Multiple Facilities
Our approach to servicing the City facilities is built on thoughtful planning, flexible staffing, and ongoing evaluation. With a diverse portfolio that includes administrative buildings, community centers, public safety facilities, and high use locations such as the Library and Aquatic Center, routes are developed to reflect each facility’s schedule, service frequency, and operational needs.

At the start of the contract, service routes and staffing assignments will be established based on the City’s required service windows, facility usage patterns, and site conditions verified during walkthroughs. This allows us to begin with a structured plan that aligns with how each building operates.
 Staff will be assigned to specific facilities to promote familiarity, accountability, and consistency in service delivery
 A formal operational review of service routes will be conducted after initial startup to identify opportunities for refinement
 Routes will be evaluated based on site feedback, quality inspections, facility usage patterns, and seasonal or event driven changes
 Adjustments will be made where they improve efficiency, coverage, or overall service quality
All staff are cross trained across multiple facilities to provide flexibility and maintain continuity of service. Team members are prepared to assist across locations when needed to balance workload or address absences. In addition, our supervisor provides added coverage and oversight, allowing operations to continue smoothly across all facilities without interruption.

Scheduling for the City
Our scheduling approach aligns with the City’s required service frequencies, facility hours, and service windows. Each site follows a structured plan for daily, weekly, monthly, quarterly, and semi-annual services, coordinated to minimize disruption to staff and the public. Please see the following charts for a detailed breakdown of the cleaning frequencies. 426
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Daily Services
City Hall Office Areas & Conference Rooms
Empty waste containers at each workstation and replace liners Empty inside and outside trash and replace liners
Vacuum Carpeted areas Entry carpets
Dust desks (where open space allows), tables, furniture and equipment Clean counters
Clean conference room tables
Clean entry and interior door windows
Remove cobwebs from the ceilings
City Hall Break Rooms, Lunchroom, Kitchen & Coffee Areas Clean and disinfect all countertops
Clean outside of refrigerators
Clean microwaves inside and out
Empty trash and recycling
Clean tabletops
Wipe down outside of cabinets
Clean and mop all hard surface floors
Vacuum all mats
Clean coffee pots
City Hall Restrooms
Clean and disinfect urinals, commodes, sinks, faucets, countertops, stainless steel dispensers, and grab bars

S M T W TH F S S M T W TH F S S M T W TH F S S M T W TH F S S M T W TH F S S M T W TH F S 1 2 3 1 2 3 4 5 6 7 1 2 3 4 5 6 7 1 2 3 4 1 2 1 2 3 4 5 6 4 5 6 7 8 9 10 8 9 10 11 12 13 14 8 9 10 11 12 13 14 5 6 7 8 9 10 11 3 4 5 6 7 8 9 7 8 9 10 11 12 13 11 12 13 14 15 16 17 15 16 17 18 19 20 21 15 16 17 18 19 20 21 12 13 14 15 16 17 18 10 11 12 13 14 15 16 14 15 16 17 18 19 20 18 19 20 21 22 23 24 22 23 24 25 26 27 28 22 23 24 25 26 27 28 19 20 21 22 23 24 25 17 18 19 20 21 22 23 21 22 23 24 25 26 27 25 26 27 28 29 30 31 29 30 31 26 27 28 29 30 24 25 26 27 28 29 30 28 29 30 31 S M T W TH F S S M T W TH F S S M T W TH F S S M T W TH F S S M T W TH F S S M T W TH F S 1 2 3 4 1 1 2 3 4 5 1 2 3 1 2 3 4 5 6 7 1 2 3 4 5
5 6 7 8 9 10 11 2 3 4 5 6 7 8 6 7 8 9 10 11 12 4 5 6 7 8 9 10 8 9 10 11 12 13 14 6 7 8 9 10 11 12 12 13 14 15 16 17 18 9 10 11 12 13 14 15 13 14 15 16 17 18 19 11 12 13 14 15 16 17 15 16 17 18 19 20 21 13 14 15 16 17 18 19 19 20 21 22 23 24 25 16 17 18 19 20 21 22 20 21 22 23 24 25 26 18 19 20 21 22 23 24 22 23 24 25 26 27 28 20 21 22 23 24 25 26 26 27 28 29 30 31 30 31 27 28 29 30 25 26 27 28 29 30 31 29 30 27 28 29 30 31 Sample of Cleaning Schedule for Palm Desert City Hall

JANUARY FEBRUARY MARCH APRIL MAY JUNE

JULY AUGUST SEPTEMBER OCTOBER NOVEMBER DECEMBER
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Clean partition doors, tile walls, and entry door surfaces Clean all mirrors thoroughly
Sweep floors and mop
Restock restroom with paper supplies and replenish soap dispensers Empty trash
City Hall Lobbies
Dust mop and wet mop
Dust administration lobby fixtures and displays
Clean and polish drinking fountains
Clean sliding glass doors and other glass
City Hall Janitorial Storage & Trash/Recycle Dumpster Enclosure Areas Keep area clean and neat
Keep products off floor
Keep passageways clear
Remove trash and empty boxes
Weekly Services
City Hall Office Areas & Conference Rooms
Vacuum under desks
Dust the top of all cubicles, bookcases, window ledges, return and supply A/C vents and all surfaces within five feet of the floor
Remove cobwebs from the ceilings
Wipe down mailboxes
City Hall Break Rooms, Lunchroom, Kitchen & Coffee Areas Deep clean and polish sinks, counters, and front of counters Remove lime build up on faucets
City Hall Restrooms
Clean partition doors, tile walls, and entry door surfaces City Hall Lobbies
Clean sliding glass doors and other glass
City Hall Council Chambers
Vacuum
Wipe down dais
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City Hall Janitorial Storage & Trash/Recycle Dumpster Enclosure Areas Wash and disinfect sink
Clean and disinfect floors
Monthly Services
City Hall Office Areas & Conference Rooms
Clean all baseboard and vacuum edge of carpeted areas
Spot clean minor stains in carpet
Dust all areas above five feet
Spot-clean all wall surfaces where needed
Clean all doors and door frames
Clean outside frames and remove cobwebs
City Hall Break Rooms, Lunchroom, Kitchen & Coffee Areas Deep clean and polish sinks, counters, and front of counters Remove lime build up on faucets
City Hall Restrooms
Clean partition doors, tile walls, and entry door surfaces Detail floors and corners
Remove lime build up in corners
Replace air fresheners and urinal screens
Clean exhaust fans
City Hall Council Chambers
Clean and polish drinking fountain
Replace air freshener and Urinal screens
Quarterly Services
City Hall Office Areas & Conference Rooms
Wash and wipe all trash containers
City Hall Break Rooms, Lunchroom, Kitchen & Coffee Areas Wipe clean trash containers
City Hall Lobbies
Deep grout cleaning
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Semi-annual Services (2x/ Year)
City Hall Office Areas & Conference Rooms
Carpet cleaning/extraction
Strip and wax linoleum floors
City Hall Break Rooms, Lunchroom, Kitchen & Coffee Areas Strip and wax linoleum floors
Deep grout cleaning
City Hall Restrooms
Deep grout cleaning
City Hall Janitorial Storage & Trash/Recycle Dumpster Enclosure Areas Strip and wax linoleum floors
Transition Plan
Our team has developed a detailed transition plan that is ready to be implemented immediately upon contract award. This plan is designed for a smooth start up, maintain service continuity, and establish clear processes for communication, staffing, training and quality control from day one. Our structured approach reflects our experience successfully transitioning municipal facilities as a new service provider while maintaining service continuity and operational stability.

We assigned a dedicated start up team to oversee site walkthroughs, staffing, training, security procedures and supply readiness in coordination with the City’s designated representatives. During the initial 30 day period, our management team conducts scheduled check-ins and inspections to confirm standards are being met and to stabilize ongoing service deliver.

Please see the transition chart below, which outlines our structured approach to delivering a seamless transition with no disruption to City operations. 430
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Day One Readiness Activities
The steps in transitions are as follows:
 Review and assess the City’s requirements by analyzing contract specifications, service expectations, and operational priorities.
 Conduct site inspections and meetings to evaluate facilities and identify specific needs.
 Interview key City personnel and facility managers to gather insights and clarify expectations.
 Recruit and assigne personnel to meet staffing needs.  Customize performance standards and objectives to align with City requirements.  Define area assignments and develop a customized operations plan for each facility.  Communicate with management and facilities teams on transition progress.

Detailed Transition Chart – City of Palm Desert
30 Days Prior 21 Days Prior
• Gather facility information
• Walk the City facilities with transition team
• Formulate initial work schedule
• Generate list for supplies/equipment
• Request employee list from incumbent company
• Establish staffing schedule
• Review and revise Safety Program to be site-specific
• Debrief designated team members on service plan
• Complete transfer of Certificate of Insurance
14 Days Prior 7 Days Prior
• Review equipment, supplies and SDS sheets
• Introduce designated team members to the City staff
• Initial training with new employees and incumbent
workers
• Organize all equipment and supply storage
• Set delivery time for supplies and equipment
• Review keying/security procedures
• Set up daily, periodic and inspection schedules
• Provide and verify service and emergency contacts
• Test run communication system, software and
emergency response system
Commencement Date 30 Days After
• Transition team, on site staff and start up crew meet on site to review job assignments and conduct final
walk
• Check all uniforms, ID badges
• Start-up crew assists with restorative initial clean
• Director of Operations meets with the City’s team
• Management personnel meets with crews to review
successes and areas of improvement
• Management team reviews transition/pending items
Continued Service Plan
• Lead Janitor will perform weekly spot checks
• Contract Manager performs monthly inspections
• Quality Control Manager performs quarterly inspections • Ongoing training of USMG cleaning crews
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Communication and Alignment With the City
Clear communication during the early weeks of the contract is essential to building confidence. We will:
 Request a project kickoff meeting with City representatives.  Confirm expectations for reporting, quality control, and supervision.  Conduct daily check-ins with the Facilities team during Week One.  Actively track and report correction performance standards  Respond promptly to any early-term concerns.

Scheduling Flexibility
We are able to scale staffing and resources to meet changing service needs using prescreened personnel, seasonal staffing during peak usage periods, and vendor partnerships for specialized services. Schedules and documentation are updated as needed to reflect these changes, allowing service levels, coverage, and locations to adjust without disrupting operations or oversight. This approach provides consistent service, quick response, and reduced operational risk.
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Quality Control
and Supervision
Section 6 433
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Quality Control and Supervision
We operate a documented Quality Control and Quality Assurance (QC/QA) program that will be integrated into the City of Palm Desert’s operations to monitor service quality across it’s diverse, citywide facility portfolio. Adan Argueta and Roger Vallecilla will perform routine and random inspections, and maintain complete, auditable documentation, including daily work logs, SDS binders, inspection forms, and photo-verified correction records.

Each quarter, we will provide the City with a QC/QA report that includes photos and notes from our inspections. We will follow up with updates once any corrective actions have been completed.

Inspection Software Technology
For our Quality Control Platform, we use the Otuvy software platform. All items on this platform will be customized to the City’s cope of ork. Key benefits include:
 The complete scope of work is digitally mapped for each facility.  Inspections can be viewed by City staff at any time.
 Phone and tablet compatibility for ease of use.
 Serves as a training tool for employees to take ownership of the quality of their work.
 Helps team members apply best practices in daily routines.  Allows City staff to create work orders directly within the system.  Sends real-time notificaions to all USMG team members assigned to the City.

Inspection Procedures
Our first level of inspection occurs on-site. Contract Manager Adan Argueta conducts random inspections, documents results, and tracks performance against the City’s Scope of Work and required service frequencies. In addition, our Quality Control Manager, Roger Vallecilla, conducts inspections on a quarterly schedule.

Inspection checklists within Otuvy are customized to reflect the City’s cleaning specifications and frequencies. Tasks and responsibilities are uploaded with defined schedules, allowing any City staff member to verify compliance with the Scope of Work. Inspection results are time stamped, location specific, and documented allowing for swift accountability and for audit readiness.

Frequency of Supervisor Inspections
While the QC/QA framework itself remains stable, we will continually implement targeted enhancements throughout the contract term to stay ahead of emerging issues.

During the first 90 days, targeted QC “sprints” are implemented for higher-complaint restrooms and select facilities to help stabilize performance and address recurring concerns.

With USMG, your quality
control data is always
within reach
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Feedback from Citys meetings will be incorporated into inspection priorities, with adjustmends made to address seasonality, events, and emerging risks. Quarterly QC reviews with Roger Vallecilla are used to identify patterns and evaluate opportunities for preventive improvements.

Our QC/QA program is designed to provide the City with predictable quality, timely issue resolution, and clear documentation across a diverse, citywide portfolio. Through routine and random inspections, correction actions, and structured reporting, the City receives visibility into performance and adherence to contract requirements.

Together, these practices establish a continuous process of evaluation, adjustment, and follow-through. Inspection results, corrective actions, and City feedback are used to refine priorities, strengthen consistency, and address recurring issues over time.

Response Procedures
Our approach to quality starts with carefully documented processes and detailed training.

Frequent communication plays a key role in our quality control programs and we make it easy for our customers to reach us at any time. We understand that your facility needs don’t end when the work day does so we make ourselves available 24 hours a day, 365 days a year. Reach us through email, Otuvy app, text, or phone. You will be provided a complete contact list for everyone from our operations cordinator to the CEO upon an award. By keeping communication open and carefully tracking issues, corrective action can be implemented immediately and permanently.

Continuous Improvement
Procedures for Reporting and Correcting Deficincies
Otuvy also provides real-time communication and issue resolution. When deficiencies are identified, corrective actions are assigned and tracked through completion, providing visibility to field management and corporate leadership. Trend reporting and analytics in the system allows our operations team to identify recurring issues, adjust staffing or training, and proactively address performance concerns before they escalate.

The platform further enables collaboration with the City by allowing inspection results, summaries, and performance data to be shared as appropriate. City staff can conveniently take a picture of any concern or send a note through our Otuvy app. Client participation is encouraged, providing opportunities for direct feedback and shared oversight.

Methods for Tracking Task Completion
Our QC/QA framework is built on clear accountability, disciplined inspection protocols, and documented verification at every level of service delivery. Lead Janitors are responsible for frontline quality control. They conduct daily rounds and spot inspections, complete public restroom readiness checklists, document conditions through photos as appropriate, and initiate corrective actions when deficiencies are identified.

Contract Manager, Adan Argueta, will provide conduct monthly random inspections to evaluate cleanliness, daily work logs, verify the completeness and accessibility of SDS binders, and confirm that corrective actions have been resolved. He will meet with City representatives to review performance trends and identify opportunities for improvement.

Routine and random inspections are supplemented with additional focus on high-traffic and 435
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high-risk facilities, such as public restrooms,
Sheriff’s Substation facilities, and peak-usage
periods.

Quality is verified through standardized
documentation, including restroom readiness
checklists, building inspection reports, event
setup verification forms, and daily work logs
recording date, time, scope of work, and
assigned personnel. SDS binders are
maintained at all service locations and routinely
reviewed for accuracy and accessibility.

All inspections, findings, and corrective actions are tracked, reviewed, and retained, maintaining consistent standards, clear accountability, and visibility into performance.

Quality Control Inspections and Scoring
We follow a structured issue resolution workflow that logs, prioritizes, and addresses all facility concerns in accordance with the City’s Scope of Work. Issues identified during inspections, or observed in the field are promptly logged and prioritized by on-site leads.

Urgent or public-facing concerns trigger immediate dispatch, with corrective actions completed, verified, and documented within the required timeframe. Recurring or higher-risk issues are escalated to management for review and tracked to prevent recurrence.

Facility performance is evaluated using a standardized 1 to 5 rating scale on Otuvy, with 1 indicating perfect performance and 5 indicates unsatisfactory performance.

In the result of an unsatisfactory inspection:

1. Inspection results are shared with USMG’s management team.

2. A work order will be issued to the on-site team.

3. The Contract Manager and Quality Control Inspector will conduct a second inspection.

4. Disciplinary measures are implemented to prevent any recurrence of issues.

5. Janitorial crews are re-trained on areas of unsatisfactory performance.

6. Management team is notified of task completion.

7. The Contract Manager will monitor service requests or deficiencies until they are fully resolved.

This process enables fast, reliable correction of deficiencies, real-time reporting, and reduces the time City staff spend following up on unresolved issues.

Quality oversight remains proactive, data‑driven, and responsive, demonstrating intent to improve, not coast.
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The following is a sample QC inspection report prepared for the City of Ventura in February 2026:
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Safety Program
and Training
Section 7 438
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Safety Program and Training
Effective dissemination of safety information is essential for a successful Injury and Illness Prevention Plan (IIPP). Experience has shown that employee training is the single most effective means of reducing injuries and illness in the work place. USMG takes pride in maintaining our “Employee Safety Training and Implementation” program.

Injury Illness Prevention Program Summary
USMG maintains a comprehensive Injury and Illness Prevention Plan designed to promote a safe, healthy, and compliant work environment across all operations. The program is built on the principle that accidents and injuries are preventable through proper training, awareness, and accountability at every level of the organization.

Safety begins on day one. All employees receive a formal safety orientation upon hire, along with ongoing training throughout their employment. This includes both classroom and on the job instruction covering safe work practices, hazard recognition, and job specific risks.

Additional training is provided whenever employees take on new responsibilities or when new hazards are introduced. All training is documented to maintain accountability and compliance.

USMG emphasizes a proactive approach to hazard identification and correction. Employees are encouraged to report unsafe conditions without fear of reprisal, and regular safety inspections are conducted to identify risks before incidents occur. When hazards are identified, corrective actions are assigned, tracked, and completed based on priority and severity.

The plan also includes a structured process for incident reporting and investigation. All injuries, illnesses, or near misses are promptly reported and reviewed to determine root causes and implement corrective measures. This process helps prevent recurrence and supports continuous improvement across all job sites.

A strong hazard communication program is in place to address chemical safety and material handling. Employees are trained on proper labeling, safe use, storage, and emergency response procedures. Material Safety Data Sheets are readily accessible, and all personnel are instructed on appropriate protective measures when working with hazardous substances.

USMG enforces strict safety protocols related to equipment use, including lockout tagout procedures, electrical safety, ladder safety, and fire prevention practices. Employees are trained to follow established guidelines to reduce risk and maintain safe working conditions across all facilities.

Personal protective equipment is provided at no cost and is required when working in potentially hazardous conditions. Employees are trained on proper use, maintenance, and disposal of PPE, including specialized protection for chemical exposure and bloodborne pathogens.

Emergency preparedness is another key component of the plan. Employees are trained on evacuation procedures, earthquake response, and emergency communication protocols to promote a safe and coordinated response during critical situations. 439
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Finally, USMG reinforces a culture of safety through regular communication, monthly safety meetings, and clear disciplinary procedures for unsafe behavior. This consistent focus on safety helps maintain high standards, protect employees, and provides for reliable service delivery across all client locations.

OSHA and Cal-OSHA Compliance Practices
USMG maintains full compliance with OSHA and Cal-OSHA requirements through a structured safety program that combines training, supervision, and ongoing evaluation.

Employees receive safety instruction at onboarding, prior to new assignments, and whenever new equipment, chemicals, or hazards are introduced, consistent with Injury and Illness Prevention Program (IIPP) requirements. Training is delivered through a combination of classroom sessions, on site guidance, and task specific instruction tailored to the work being performed.

Core topics include hazard communication, proper chemical handling and dilution, personal protective equipment, safe equipment operation, bloodborne pathogens, ergonomics and safe lifting practices, emergency procedures, and reporting of injuries and unsafe conditions. Safety awareness is reinforced through regular meetings, supervisor led walkthroughs, and ongoing observation in the field.

Supervisors actively monitor compliance, provide corrective instruction when needed, and reinforce safe work practices on an ongoing basis. Incidents, near misses, and observed conditions are reviewed to identify trends and adjust training as needed. This approach aligns with Cal-OSHA requirements for continuous training, hazard recognition, and documentation, while maintaining a safe and consistent working environment across all facilities.

Chemical Handling Procedures
USMG implements controlled chemical handling procedures that align with regulatory requirements and the City's expectations for safe, consistent service delivery. All cleaning products are selected for both performance and reduced environmental impact, including the use of Green Seal certified or environmentally preferable solutions where applicable.

Chemicals are diluted using controlled systems and mixed strictly in accordance with manufacturer guidelines. All containers are properly labeled, and employees are trained to never mix products and to use only the necessary quantities to complete each task.

Application, storage, and disposal practices are structured to maintain safety and compliance across all facilities. Products are applied in a controlled manner to minimize exposure and disruption within occupied spaces, with attention to ventilation and service timing. For specialized services such as floor care, all slurry and waste materials are fully contained, recovered, and disposed of in accordance with local environmental regulations, with no discharge to storm drains or exterior areas. These procedures are reinforced through training, supervision, and documentation, providing the City with a consistent, compliant, and accountable approach to chemical use across all locations. 440
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Training Programs for Janitorial Staff
Our company provides job focused safety training designed specifically for janitorial work, with an emphasis on hazard awareness, proper chemical handling, equipment safety, and personal protective equipment. Training begins at onboarding and continues through hands on instruction in the field, where employees learn safe work practices tied directly to their daily responsibilities such as restroom sanitation, waste handling, floor care, and use of cleaning equipment. Supervisors reinforce these practices through routine check-ins, coaching, and observation to maintain safe and consistent performance.

Safety training is ongoing and adjusted based on site conditions, seasonal risks, and observed trends. Topics such as bloodborne pathogens, safe lifting, and reporting of unsafe conditions are regularly reinforced to reduce risk and maintain compliance. This approach keeps staff prepared to work safely across all facilities while maintaining a strong focus on injury prevention and day to day operational safety.

The following is a sample copy of our Safety Training Topic Schedule for all US Metro Group employees.

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The following is a sample list of all of the training topics for US Metro Group employees.

Basics Daily Office Cleaning
Understanding Cleaning Common Areas
Understanding Types of Soil Entryways and Hallways
Chemistry Basics Restrooms
Acids, Alkalis, Salts, and pH Offices and Workstations
Soaps and Detergents End of Shift
Types of Cleaners Demonstration and Hands- On Activity with Feedback Chemical Safety Waste Management
Guide to Associations Regulatory Environment
The Joint Commission Waste Minimization
International Executive Housekeepers Association (IEHA) Waste Stream Analysis American Society for Healthcare Security & Safety (ASHES) Incineration International Association for Healthcare Security & Safety (IAHSS) Recycling
Cleaning Equipment General Waste Disposal
Power Equipment Safety and Security
Manual Equipment General Safety Problems
Various Cleaning Supplies Safety Data Sheets
Specialized Products Handling Chemicals Safely
Restroom Care HAZCOM Standards
Before Cleaning OSHA Compliance
Daily Cleaning Injury & Illness Prevention Program
After Cleaning Bloodborne Pathogens
Periodic Cleaning Proper Equipment for Cleaning Bloodborne Pathogens Cleaning & Disinfection Steps to Clean a Bloodborne Pathogen spill Standard Precautions Dangers & Diseases Associated with Bloodborne Pathogens Detergent & Cleaning Agents Video Instruction Followed by Written Quiz Cleaning & Processing Equipment Certificate of Accreditation Upon Passing Cleaning, Disinfection, and Preparation Procedures Laundry & Linen Floor Care Healthcare Linen Processing Guidelines
Overview of Floor Care Introduction to Laundering
Floor Stripping with a Rotary Floor Machine Textile Management Floor Stripping with an Autoscrubber Linen Distribution Finishing & Sealing Procedures Controlling Linen Use
Dust Mopping and Damp Moping Procedures Quality Control Top Scrubbing with Autoscrubber Healthcare Specific Area Training Spray Buffing Laboratory Cleaning
Ultra High Speed (UHS) Burnishing Medical Facilities
Troubleshooting Floor Care Problems Warehouse Facilities Carpet Care Data Centers
Carpet Maintenance Procedures Green Cleaning Program
Soil Prevention Procedures Assessment and Goal Setting
Vacuum Cleaning Procedures Research Green Cleaning Products Spot Removal Procedures Training & Education
Prespray Procedures Waste Reduction & Recycling
Bonnet Buffing Procedures Water Conservation
Shampoo Cleaning Procedures Energy Efficiency
Carpet Extraction Procedures Indoor Air Quality Management Upholstery and Fabric Cleaning Procedures Green Procurement Troubleshooting Carpet Care Problems Monitoring & Evaluation Promotion and Recognition of Green Cleaning
Continuous Improvement
Equipment & Supplies (What’s New in Green Cleaning)
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Below is a copy of US Metro Group’s current training sign-in sheet:

Management must ensure that appropriate records of training sessions are completed and stored. Records shall be kept on file for at least five (5) years with Human Resources
Safety Plan
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Personal Protective Equipment (PPE) Policies
USMG maintains a structured PPE program to protect employees performing janitorial services and to meet OSHA and Cal-OSHA requirements. All necessary PPE is provided at no cost and is selected based on the specific hazards associated with each task. Employees are required to use appropriate protection when handling chemicals, performing restroom sanitation, managing waste, operating equipment, or working in areas with potential exposure to biological or chemical hazards. Standard PPE includes gloves, safety glasses or goggles, face coverings or shields, and slip resistant footwear, with additional protection such as respirators or protective garments used when conditions require it.

Employees receive training on proper PPE selection, use, limitations, and care as part of their initial and ongoing safety instruction. Supervisors reinforce compliance through routine observation and coaching in the field, making sure PPE is used consistently and correctly. All equipment is regularly inspected to confirm it remains in good condition, with damaged or worn items replaced promptly. Reusable PPE is cleaned and decontaminated as needed, while single use items are disposed of in accordance with established safety and environmental procedures. PPE must be removed prior to leaving work areas to prevent cross contamination, and its use is integrated into daily operations to reduce exposure risks and maintain safe working conditions across all City facilities.

Incident Reporting
We follow a structured incident reporting process designed to promote safety, accountability, and timely resolution. All employees are required to immediately report any injury, unsafe condition, property damage, or near miss to their supervisor, regardless of severity. Supervisors initiate prompt investigation of each incident, documenting key details such as time, location, conditions, and contributing factors, and completing required reports within established timeframes. Incidents involving injury are reported in accordance with regulatory requirements, including completion of the appropriate forms within 24 hours.

Corrective actions are implemented to address root causes, and findings are used to reinforce training and prevent recurrence. This process creates clear documentation, reinforces compliance, and allows for continuous improvement across all facilities.

Acknowledgement
US Metro Group acknowledges receiving Addendum #1 dated March, 26th, 2026, Addendum #2 dated April 7, 2026, and Addendum #3 dated April 8, 2026 on the OpenGov portal. We are furthermore aware that Payment and Performance Bonds are required for final contract execution.

The proposal and it pricing shall remain valid for a period of not less than ninety (90) days from the date of submittal.
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Contract No. ___________
Revised 11-2-20
BBK 72500.00001\32374915.1

PERFORMANCE BOND
KNOW ALL PERSONS BY THESE PRESENTS:

THAT WHEREAS, the City of Palm Desert (hereinafter referred to as “City”) has awarded to U.S. Metro Group, Inc., (hereinafter referred to as the “Contractor”) an agreement for Janitorial Services – City-Owned Facilities (hereinafter referred to as the “Project”).

WHEREAS, the work to be performed by the Contractor is more particularly set forth in the Contract Documents for the Project dated June 11, 2026, (hereinafter referred to as “Contract Documents”), the terms and conditions of which are expressly incorporated herein by reference; and
WHEREAS, the Contractor is required by said Contract Documents to perform the terms thereof and to furnish a bond for the faithful performance of said Contract Documents.

NOW, THEREFORE, we, U.S. Metro Group, Inc., the undersigned Contractor and _____________________________________________ as Surety, a corporation organized and duly authorized to transact business under the laws of the State of California, are held and firmly bound unto the City in the sum of ONE MILLION FIVE HUNDRED SIXTEEN THOUSAND NINE HUNDRED NINETY FOUR DOLLARS AND 60/100 ($1,516,994.60), said sum being not less than one hundred percent (100%) of the total amount of the Contract, for which amount well and truly to be made, we bind ourselves, our heirs, executors and administrators, successors and assigns, jointly and severally, firmly by these presents.

THE CONDITION OF THIS OBLIGATION IS SUCH, that, if the Contractor, his or its heirs, executors, administrators, successors or assigns, shall in all things stand to and abide by, and well and truly keep and perform the covenants, conditions and agreements in the Contract Documents and any alteration thereof made as therein provided, on its part, to be kept and performed at the time and in the manner therein specified, and in all respects according to their intent and meaning; and shall faithfully fulfill all obligations including the one-year guarantee of all materials and workmanship; and shall indemnify and save harmless the City of Palm Desert, its elected or appointed officers, and their respective agents, officials, employees, volunteers and representatives, as stipulated in said Contract Documents, then this obligation shall become null and void; otherwise it shall be and remain in full force and effect.

As a condition precedent to the satisfactory completion of the Contract Documents, unless otherwise provided for in the Contract Documents, the above obligation shall hold good for a period of one (1) year after the acceptance of the work by the City, during which time if Contractor shall fail to make full, complete, and satisfactory repair and replacements and totally protect the City from loss or damage resulting from or caused by defective materials or faulty workmanship, Surety shall undertake and faithfully fulfill all such obligations. The obligations of Surety hereunder shall continue so long as any obligation of Contractor remains. Nothing herein shall limit the City’s rights or the Contractor or Surety’s obligations under the Contract, law, or equity, including, but not limited to, California Code of Civil Procedure section 337.15.

Whenever Contractor shall be, and is declared by the City to be, in default under the Contract Documents, the Surety shall remedy the default pursuant to the Contract Documents, or shall promptly, at the City’s option:
(1) Take over and complete the Project in accordance with all terms and conditions in the Contract Documents; or
(2) Obtain a bid or bids for completing the Project in accordance with all terms and conditions in the Contract Documents and upon determination by Surety of the 449
Contract No. ___________
lowest responsive and responsible bidder, arrange for a Contract between such bidder, the Surety and the City, and make available as work progresses sufficient funds to pay the cost of completion of the Project, less the balance of the contract price, including other costs and damages for which Surety may be liable. The term “balance of the contract price” as used in this paragraph shall mean the total amount payable to Contractor by the Authority under the Contract and any modification thereto, less any amount previously paid by the City to the Contractor and any other set offs pursuant to the Contract Documents. (3) Permit the City to complete the Project in any manner consistent with local, California and federal law and make available as work progresses sufficient funds to pay the cost of completion of the Project, less the balance of the contract price, including other costs and damages for which Surety may be liable. The term “balance of the contract price” as used in this paragraph shall mean the total amount payable to Contractor by the Authority under the Contract and any modification thereto, less any amount previously paid by the City to the Contractor and any other set offs pursuant to the Contract Documents.

Surety expressly agrees that the City may reject any contractor or subcontractor which may be proposed by Surety in fulfillment of its obligations in the event of default by the Contractor.

Surety shall not utilize Contractor in completing the Project nor shall Surety accept a bid from Contractor for completion of the Project if the City, when declaring the Contractor in default, notifies Surety of the City’s objection to Contractor’s further participation in the completion of the Project.

The Surety, for value received, hereby stipulates and agrees that no change, extension of time, alteration or addition to the terms of the Contract Documents or to the Project to be performed thereunder shall in any way affect its obligations on this bond, and it does hereby waive notice of any such change, extension of time, alteration or addition to the terms of the Contract Documents or to the Project, including but not limited to the provisions of sections 2819 and 2845 of the California Civil Code.
[SIGNATURES ON FOLLOWING PAGE]
450
Contract No. ___________
IN WITNESS WHEREOF, we have hereunto set our hands and seals this _______ day of ______________, 2026.
(Corporate Seal)
Contractor/ Principal
By: ________________________________
Printed name: _______________________
Title: ______________________________
(Corporate Seal) Surety
By: _______________________________
Printed Name: ______________________
Attorney-in-Fact
(Attach Attorney-in-Fact Certificate)
Signatures of those signing for the Contractor and Surety must be notarized and evidence of corporate authority attached.

The rate of premium on this bond is ____________ per thousand. The total amount of premium charges, $_______________________________.
(The above must be filled in by corporate attorney.)

THIS IS A REQUIRED FORM
Any claims under this bond may be addressed to:
(Name and Address of Surety)
(Name and Address of Agent or
Representative for service of
process in California, if different
from above)
(Telephone number of Surety and
Agent or Representative for
service of process in California)
NOTE: A copy of the Power-of-Attorney authorizing the person signing on behalf of the Surety to do so must be attached hereto.
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Contract No. ___________
NOTE: This acknowledgment is to be completed for Contractor/Principal.

Notary Acknowledgment
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

STATE OF CALIFORNIA
COUNTY OF ______________
On , 20___, before me, _______________________________, Notary Public, personally appeared ___________________________ , who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of
the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature of Notary Public

OPTIONAL
Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document.

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT ¨
Individual
¨ Corporate Officer
Title(s) Title or Type of Document
¨ Partner(s) ¨ Limited
¨ General Number of Pages
¨ Attorney-In-Fact
¨ Trustee(s)
¨ Guardian/Conservator Date of Document
¨ Other:

Signer is representing:

Name Of Person(s) Or Entity(ies)
Signer(s) Other Than Named Above
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Contract No. ___________
NOTE: This acknowledgment is to be completed for the Attorney-in-Fact. The Power-of-Attorney to local representatives of the bonding company must also be attached.

Notary Acknowledgment
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

STATE OF CALIFORNIA
COUNTY OF ______________
On , 20___, before me, _______________________________, Notary Public, personally appeared _____________________________ , who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of
the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature of Notary Public

OPTIONAL
Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document.

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT ¨
Individual
¨ Corporate Officer
Title(s) Title or Type of Document
¨ Partner(s) ¨ Limited
¨ General Number of Pages
¨ Attorney-In-Fact
¨ Trustee(s)
¨ Guardian/Conservator Date of Document
¨ Other:

Signer is representing:

Name Of Person(s) Or Entity(ies)
Signer(s) Other Than Named Above
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Contract No. ___________

PAYMENT BOND
KNOW ALL PERSONS BY THESE PRESENTS That
WHEREAS, the City of Palm Desert (hereinafter designated as the “City”), by action taken or a resolution passed June 11, 2026, has awarded to U.S. Metro Group, Inc., hereinafter designated as the “Principal,” a contract for the work described as follows:

Janitorial Services – City-Owned Facilities Project (the “Project”).; and WHEREAS, the work to be performed by the Principal is more particularly set forth in the Contract Documents for the Project dated June 11, 2026, (“Contract Documents”), the terms and conditions of which are expressly incorporated by reference; and WHEREAS, said Principal is required to furnish a bond in connection with said contract; providing that if said Principal or any of its Subcontractors shall fail to pay for any materials, provisions, provender, equipment, or other supplies used in, upon, for or about the performance of the work contracted to be done, or for any work or labor done thereon of any kind, or for amounts due under the Unemployment Insurance Code or for any amounts required to be deducted, withheld, and paid over to the Employment Development Department from the wages of employees of said Principal and its Subcontractors with respect to such work or labor the Surety on this bond will pay for the same to the extent hereinafter set forth.

NOW THEREFORE, we, the Principal and __________________________ as Surety, are held and firmly bound unto the City in the penal sum of ONE MILLION FIVE HUNDRED SIXTEEN THOUSAND NINE HUNDRED NINETY FOUR DOLLARS AND 60/100 ($1,516,994.60),, lawful money of the United States of America, for the payment of which sum well and truly to be made, we bind ourselves, our heirs, executors, administrators, successors and assigns, jointly and severally, firmly by these presents.

THE CONDITION OF THIS OBLIGATION IS SUCH that if said Principal, his or its subcontractors, heirs, executors, administrators, successors or assigns, shall fail to pay any of the persons named in Section 9100 of the Civil Code, fail to pay for any materials, provisions or other supplies, used in, upon, for or about the performance of the work contracted to be done, or for any work or labor thereon of any kind, or amounts due under the Unemployment Insurance Code with respect to work or labor performed under the contract, or for any amounts required to be deducted, withheld, and paid over to the Employment Development Department or Franchise Tax Board from the wages of employees of the contractor and his subcontractors pursuant to Section 18663 of the Revenue and Taxation Code, with respect to such work and labor the Surety or Sureties will pay for the same, in an amount not exceeding the sum herein above specified, and also, in case suit is brought upon this bond, all litigation expenses incurred by City in such suit, including reasonable attorneys’ fees, court costs, expert witness fees and investigation expenses.

This bond shall inure to the benefit of any of the persons named in Section 9100 of the Civil Code so as to give a right of action to such persons or their assigns in any suit brought upon this bond.

It is further stipulated and agreed that the Surety on this bond shall not be exonerated or released from the obligation of this bond by any change, extension of time for performance, addition, alteration or modification in, to, or of any contract, plans, specifications, or agreement pertaining or relating to any scheme or work of improvement herein above described, or pertaining or relating to the furnishing of labor, materials, or equipment therefore, nor by any change or modification of any terms of payment or extension of the time for any payment pertaining or 454
Contract No. ___________
relating to any scheme or work of improvement herein above described, nor by any rescission or attempted rescission of the contract, agreement or bond, nor by any conditions precedent or subsequent in the bond attempting to limit the right of recovery of claimants otherwise entitled to recover under any such contract or agreement or under the bond, nor by any fraud practiced by any person other than the claimant seeking to recover on the bond and that this bond be construed most strongly against the Surety and in favor of all persons for whose benefit such bond is given, and under no circumstances shall Surety be released from liability to those for whose benefit such bond has been given, by reason of any breach of contract between the owner or City and original contractor or on the part of any obligee named in such bond, but the sole conditions of recovery shall be that claimant is a person described in Section 9100 of the Civil Code, and has not been paid the full amount of his claim and that Surety does hereby waive notice of any such change, extension of time, addition, alteration or modification herein mentioned and the provisions of sections 2819 and 2845 of the California Civil Code.
[SIGNATURES ON FOLLOWING PAGE]
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Contract No. ___________
IN WITNESS WHEREOF, we have hereunto set our hands and seals this _______ day of ______________, 20__.
(Corporate Seal)
Contractor/ Principal
By: _______________________________
Printed name: _______________________
Title: ______________________________
(Corporate Seal) Surety
By: _______________________________
Printed Name:_______________________
Attorney-in-Fact
(Attach Attorney-in-Fact Certificate)
Signatures of those signing for the Contractor and Surety must be notarized and evidence of corporate authority attached. A Power-of-Attorney authorizing the person signing on behalf of the Surety to do so much be attached hereto.

NOTE: A copy of the Power-of-Attorney authorizing the person signing on behalf of the Surety to do so must be attached hereto.
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Contract No. ___________
NOTE: This acknowledgment is to be completed for Contractor/Principal.

Notary Acknowledgment
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

STATE OF CALIFORNIA
COUNTY OF ______________
On _________________, 20___, before me, _______________________________, Notary Public, personally appeared _______________________________ , who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of
the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature of Notary Public

OPTIONAL
Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document.

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT ¨
Individual
¨ Corporate Officer
Title(s) Title or Type of Document
¨ Partner(s) ¨ Limited
¨ General Number of Pages
¨ Attorney-In-Fact
¨ Trustee(s)
¨ Guardian/Conservator Date of Document
¨ Other:

Signer is representing:

Name Of Person(s) Or Entity(ies)
Signer(s) Other Than Named Above
457
Contract No. ___________
NOTE: This acknowledgment is to be completed for the Attorney-in-Fact. The Power-of-Attorney to local representatives of the bonding company must also be attached.

Notary Acknowledgment
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

STATE OF CALIFORNIA
COUNTY OF ______________
On _________________, 20___, before me, _______________________________, Notary Public, personally appeared _______________________________ , who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENALTY OF PERJURY under the laws of
the State of California that the foregoing paragraph is true and correct.

WITNESS my hand and official seal.

Signature of Notary Public

OPTIONAL
Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent fraudulent removal and reattachment of this form to another document.

CAPACITY CLAIMED BY SIGNER DESCRIPTION OF ATTACHED DOCUMENT ¨
Individual
¨ Corporate Officer
Title(s) Title or Type of Document
¨ Partner(s) ¨ Limited
¨ General Number of Pages
¨ Attorney-In-Fact
¨ Trustee(s)
¨ Guardian/Conservator Date of Document
¨ Other:

Signer is representing:

Name Of Person(s) Or Entity(ies)
Signer(s) Other Than Named Above
458