Agenda packet — Palmdale City Council, July 7, 2026 (part 2 of 6)

AGREEMENT NO. A-9908

CONTRACT FOR CONSULTANT SERVICES

BETWEEN THE CITY OF PALMDALE AND LDM ASSOCIATES, INC

THIS CONTRACT FOR CONSULTANT SERVICES (“Contract” herein) is made and entered into by and between the City of Palmdale a public body corporate and politic, (hereinafter called “CITY”) and LDM ASSOCIATES, INC (hereinafter called “CONSULTANT”). This Contract shall become effective on the date of the last signatory.

RECITALS
WHEREAS, City desires to engage CONSULTANT to provide certain consultant services; and
WHEREAS, CONSULTANT represents that CONSULTANT has the expertise and is qualified to perform the services described in this Contract. And, if required, is duly registered under the laws of the State of California; and WHEREAS, CONSULTANT desires to accept such engagement.

NOW, THEREFORE, the parties agree as follows:
1 Description Of Work

1.1 The City hereby engages CONSULTANT, and CONSULTANT accepts such engagement, to provide the following services:

In the provision of technical assistance and support to City Staff in the administrationand implementation of the following programs:
• Community Development Block Grant (CDBG)
• Community Development Block Grant – Coronavirus (CDBG-CV) • Home Investment Partnerships Program (HOME) – CFDA 14.239 • Neighborhood Stabilization Program (NSP), including related closeout and conversion activities associated with CDBG, as applicable – CFDA 14.218 • HUD HOME American Rescue Plan (HOME-ARP) – CFDA 14.239 • U.S. Treasury Coronavirus State and Local Fiscal Recovery Funds (CSLFRF) aka ARPA – CFDA 21.027
Services shall support the City in ensuring compliance with all applicable Federal, State, and Local regulations, including HUD and U.S. Treasury requirements, including CSLFRF Final Rule requirements and related federal guidance, as further detailed in Exhibit A – ARPA Compliance Requirements (31 CFR Part 35).

General Grant Administration Services: (Applicable to all Programs) The Consultant shall provide comprehensive technical assistance and program administration services to ensure the City maximizes resources, maintains compliance, and efficiently implements all funded programs. Services may include but 1-16Concord - Document ID: 033Us0E6qHgLjWYMAu13m2
are not limited to:
• Work with City staff to determine project eligibility. • Monitor programs to ensure compliance with Federal, State, and Local requirements.
• Review completed projects for compliance prior to closeout. • Monitor projects in preparation for audits and HUD monitoring visits. • Be available on-site, as needed, during HUD monitoring visits and external City audits.
• Prepare required reports and performance documentation. • Prepare drawdown requests and reimbursement documentation. • Input and maintain records in applicable grant management systems (e.g., IDIS,DRGR, SPEARS, HEROS, Treasury reporting portals).
• Maintain complete and current administrative files.
• Assist in identification, management, and completion of funded projects. • Provide subrecipient monitoring and beneficiary verification. • Monitor public service subrecipients and capital improvement projects. • Provide Davis-Bacon, Section 3, and MBE/WBE monitoring of construction projects• as required by Federal Labor Standards.
• Prepare required Environmental Review documentation.
• Prepare funding plans and administrative plans as required. • Develop or revise program guidelines, policies, and procedures. • Assist in preparation of Requests for Proposals (RFPs) and procurement activities. • Assist with administration of contracts, including review and processing of invoices. • Provide ongoing technical assistance and regulatory guidance. • Train and coach City staff on grant systems and compliance requirements. • Provide written and oral translation of information for public notices and community meetings as needed.
• Support grant closeout processes.
• Ensure files are maintained and accessible for seven years after grant close-out. • Implementation and administration of residential rehabilitation and housing preservation programs, including related program management, compliance, project coordination, reporting, and administrative support activities. • Any such other activities as required to properly administer programs.

Program-Specific Services
CDBG and CDBG-CV
• Prepare One-Year Action Plan and annual funding application. • Prepare Consolidated Annual Performance and Evaluation Report (CAPER). • Prepare Quarterly Cash Transaction and Quarterly Performance Reports. • Prepare Labor Standards (4710), Section 3 and Minority and Women Owned Business (2516) Reports.
• Coordinate with HUD field office staff on program matters.

HOME
• Prepare HOME Match Report.
• Conduct annual monitoring of housing developments funded with Consolidated Plan 2-16Concord - Document ID: 033Us0E6qHgLjWYMAu13m2
Grant funds, including initial setup of monitoring systems.

NSP
• Prepare required HUD reports, including Quarterly Cash Transaction and Quarterly Performance Reports.
• Maintain DRGR records and activity setup.
• Prepare NSP drawdown requests.
• Coordinate with HUD field office staff on NSP-related matters.

HOME-ARP
• Draft and complete HOME-ARP Action Plans and substantial amendments. • Prepare supporting documentation required by HUD.
• Support program launch, implementation, and reporting.

CSLFRF
• Assist the City in establishing the City’s SLFRF plan, including identification of projects and subrecipients.
• Prepare required Treasury reporting and compliance documentation. • All services related to ARPA and CSLFRF shall be performed in accordance with exhibit A – ARPA Compliance Requirements, which is incorporated herein by reference.

CONSULTANT shall perform and complete all such work and services in a manner satisfactory to CITY.

1.2 Project deliverables shall be reviewed and approved by CITY to determine acceptable completion. CITY shall have the right to review and inspect the work during the course of its performance at such times as may be specified by CITY.

1.3 CONSULTANT shall not accept any change of scope, or change in contract provisions, unless issued in writing, as a contract change order or amendment and signed by CITY. Any extensions of time must be mutually agreed upon in writing and executed by both parties.

1.4 CITY shall provide to CONSULTANT, without charge, all data, program information, including reports, records, maps, and other information, now in CITY’s possession, which may facilitate the timely performance of the work. 2 City Project Manager
To provide the services required by this Contract, CONSULTANT shall act under the authority and approval of a Project Manager appointed by CITY. The City Project Manager will oversee the work under this Contract, assist CONSULTANT with any necessary information, audit billings, and approve payments. CONSULTANT shall channel reports, deliverables, and special requests through the City Project Manager. 3 Consultant's Key Personnel
CONSULTANT’s Team and Key Personnel are as follows:
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See Exhibit B
This Consultant Services Contract has been awarded to CONSULTANT based on its representation that those personnel and subcontractors listed above will perform the portions of the work listed herein. CONSULTANT shall not deviate nor substitute any of these team members without prior written approval by CITY. 4 Contract Term
The term of this contract is three (3) years, commencing on the effective date, with CITY reserving the option to extend the agreement for two additional terms of one year each.
5 Taxes

5.1 CONSULTANT shall pay all sales, consumer, use, and other similar taxes required to be paid by CONSULTANT in accordance with state and local laws.

5.2 CONSULTANT is an independent contractor and shall have no power or authority to incur any debt, obligation, or liability on behalf of CITY. No person employed by CONSULTANT or acting on its behalf, in connection with this Contract shall be considered the Agent or employee of CITY.

5.3 CONSULTANT shall be required to obtain a current City of Palmdale business license, as required by the Palmdale Municipal Code, before an Authorization to Proceed is issued.
6 Patent Fees And Royalties
CONSULTANT shall pay all license fees and royalties and assume all costs incident to the use, in the performance of the work or the incorporation in the work of any invention, design, process, product or device which is the subject of patent rights or copyrights held by others. If a particular invention, design, process, product or device is specified by CITY for use in the performance of the work and if, to the actual knowledge of CITY, its use is subject to patent rights or copyrights calling for the payment of any license fee or royalty to others, the existence of such rights shall be disclosed by CITY in the contract documents. CONSULTANT shall indemnify and hold harmless CITY and anyone directly or indirectly employed by CITY from and against all claims, damages, losses and expenses (including attorneys' fees) arising out of any infringement of patent rights or copyrights incident to the use in the performance of the work, or resulting from the incorporation in the work of any invention, design, process, product or device not specified by CITY, and shall defend all such claims in connection with any alleged infringement of such rights. 7 Standards Of Performance
CONSULTANT shall be responsible for the completeness and accuracy of its services and work and documents resulting there from, and CITY shall not be responsible for discovering deficiencies therein. CONSULTANT shall correct any such deficiencies or errors without additional compensation and without cost to CITY, except to the extent any such deficiency is directly attributable to deficiencies in CITY -furnished information.
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8 Consultant's Personnel

8.1 All services required under this Contract shall be performed by CONSULTANT, or under CONSULTANT’S direct supervision, and all personnel shall possess the qualifications, permits and licenses required by State and local law to perform such services.

8.2 CONSULTANT shall be solely responsible for the satisfactory work performance of all personnel engaged in performing services required by this Contract, and compliance with all reasonable performance standards established by CITY.

8.3 CONSULTANT shall be responsible for payment of all CONSULTANT’s employees’ and subcontractor’s wages and benefits and shall comply with all requirements pertaining to the employer’s liability, workers’ compensation, unemployment insurance, and Social Security.

8.4 CONSULTANT shall indemnify and hold harmless CITY, and its respective officers, agents and employees from and against all claims, demands, damages or costs arising from CONSULTANT’s acts or omissions with respect to any liability, damages, claims, costs and expenses of any nature arising from alleged violations of personnel practices.
9 Compensation

9.1 For all of work and services including the various phases of tasks as described in Section 1, CITY shall pay to CONSULTANT an amount not to exceed the sum of Two Hundred Seventy Thousand dollars ($270000), payable as follows:

The estimated budget to accomplish the scope of services are as follows:

Contract Not-to-Exceed Amount (Three-Year Term): $270,000.00 The Consultant shall be compensated in accordance with the hourly billing rates set forth in Exhibit C – Rate Schedule, which is attached hereto and incorporated herein by reference.

The Contract Price is CONSULTANT’S estimate of its charges for all of the services, including all labor, equipment, material, subcontractor and reimbursable costs, to be provided under this Agreement. Progress payments shall be made on a time and material basis. Final payment shall be made upon completion of all services and City acceptance of all deliverables, not-to-exceed the Contract Price.

9.2 CONSULTANT shall perform no work in excess of the total contract price without prior written approval of CITY. Total contract price includes expenses related to travel to and from CITY to meet with City and to appear, if so required, before City Council or any other board or commission of CITY.

9.3 CONSULTANT shall maintain adequate records and shall permit inspection and audit by CITY of CONSULTANT’s charges under this Contract. CONSULTANT shall make such records available to CITY during normal business hours upon 5-16Concord - Document ID: 033Us0E6qHgLjWYMAu13m2
reasonable notice. Nothing herein shall convert such records into public records, and they will be available only to CITY and any specified public agencies. Such records shall be maintained by CONSULTANT for one (1) year following completion of the work under this Contract unless a longer period of time is required by state or federal law, in which event CONSULTANT shall retain its records for the time required by such laws.

9.4 No payment made hereunder by CITY to CONSULTANT, shall be construed as an acceptance by CITY of any work or materials, nor as evidence of satisfactory performance by CONSULTANT of its obligations under this Contract.

9.5 Funding Contingency; Suspension or Termination. Notwithstanding any other provision of this Agreement, the parties acknowledge that performance under this Agreement is contingent upon the availability and continued appropriation of sufficient funding. In the event that anticipated, allocated, or appropriated funding is reduced, delayed, or not received in whole or in part (“Funding Shortfall”), the affected party may, upon written notice to the other party, suspend performance of its obligations under this Agreement to the extent reasonably necessary.

If the Funding Shortfall continues for a period of [__] days following such notice, the affected party may terminate this Agreement, in whole or in part, without penalty or further liability, upon additional written notice. Any suspension or termination pursuant to this section shall not constitute a breach of this Agreement.

In the event of suspension or termination due to a Funding Shortfall, the parties shall equitably adjust compensation to reflect services properly performed and authorized expenses incurred prior to the effective date of suspension or termination. The affected party shall use reasonable efforts to provide prompt notice of any Funding Shortfall and to mitigate any adverse impact on the other party. 10 Indemnification
To the fullest extent permitted by law, CONSULTANT and any contractors or subcontractors working on its behalf agree to indemnify CITY, its officers, employees, agents and elected and appointed boards (hereinafter “Indemnified Parties”) for any loss, claim, demand, cause of action, cost, expense, damage, obligation or liability which arises out of or is in any way connected with the performance of any work under this agreement, including any acts or omissions, willful misconduct or negligent conduct, whether active or passive, on the part of CONSULTANT, its contractors or subcontractors, and regardless of any acts, omissions or negligence (whether active or passive) of any person or entity indemnified hereunder. At their own expense, CONSULTANT and, as applicable, any contractors or subcontractors working on its behalf, shall defend any suit, claim or action against the Indemnified Parties founded upon such loss, claim, demand, cause of action, cost, expense, damage, obligation or liability. CONSULTANT shall ensure that the contract of any contractor or subcontractor working under this agreement contain an indemnity agreement, requiring the contractor or subcontractor to indemnify and defend the Indemnified Parties pursuant the terms set forth above. CONSULTANT shall indemnify the Indemnified Parties, and save it harmless from any and all loss, damage, costs, expenses and attorney's fees suffered or incurred on account of any breach of the 6-16Concord - Document ID: 033Us0E6qHgLjWYMAu13m2
aforesaid obligations and covenants, and any other provision or covenant of this agreement.
11 Insurance

11.1 CONSULTANT, at its expense, shall maintain in effect at all times during the performance of work under this Contract not less than the following coverage and limits of insurance, which shall be maintained with insurers listed “A” or better in the Best’s Insurance Guide and authorized to do business in the State of California.

Proof of Insurance, as identified in Section 11.8, must be reviewed and accepted by the City Attorney.

11.1.1 Workers’ Compensation and Employer’s Liability
 Workers’ Compensation—coverage as required by the State of California  Employer’s Liability:
$1,000,000.00 each accident
$1,000,000.00 policy limit bodily injury
$1,000,000.00 each employee bodily injury by disease

11.1.2 Professional Liability (Errors & Omissions) Insurance*  $1,000,000 limit on a per occurrence basis

11.1.3 Commercial General Liability
 $1,000,000.00 limit on a per occurrence basis
 $2,000,000.00 general aggregate limit

11.1.4 Commercial Automobile Liability
 $1,000,000.00 combined single limit including owned, non-owned and hired automobile coverage

11.2 All of CONSULTANT’s policies shall contain an endorsement providing that written notice shall be given to CITY at least thirty- (30) calendar days prior to termination, cancellation or reduction of coverage in the policy.

11.3 Policies providing for bodily injury and property damage coverage shall contain the following:

A. An endorsement extending coverage to the City as an additional insured, in the same manner as the named insured, as respects liability arising out of the performance of any work under the Contract. Such insurance shall be primary insurance, as respects the interest of the City, and any other insurance maintained by the City shall be considered excess coverage and not contributing insurance with the insurance required hereunder. The certificate and endorsements shall state: “The City of Palmdale, the Successor Agency of the Community Redevelopment Agency of the City of Palmdale, Palmdale Civic Authority, Industrial Development Authority of the City of Palmdale, Palmdale Airport Authority, their officers, agents, employees and volunteers are named as additional insured’s.”
B. “Severability of Interest” clause.
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11.4 Promptly on execution of this Contract, and prior to commencement of any work, CONSULTANT shall deliver to CITY certificates of insurance and endorsements to all required policies demonstrating that CONSULTANT has the required coverage and showing the required named insureds. Within five (5) days of written request from CITY, CONSULTANT shall deliver to CITY full and complete copies of all insurance policies required by this Contract.

11.5 The requirements as to the types and limits of insurance to be maintained by CONSULTANT are not intended to and shall not in any manner limit or qualify CONSULTANT’s liabilities and obligations under this Contract.

11.6 Any policy or policies of insurance that CONSULTANT elects to carry as insurance against loss or damage to its equipment and tools or other personal property used in the performance of this Contract shall include a provision waiving the insurer’s right of subrogation against CITY.

11.7 All insurance coverage must be maintained throughout the duration of this Contract.

11.8 Acceptable Proof of Insurance:

11.8.1 ACORD Certificate of Insurance listing all coverages, limits, deductibles and insureds; and endorsements for all applicable coverages if agent has authority to issue it; Additional insured Form CG20101185 or CG20100707 and CG20370704 or equivalent must be provided for general liability coverage.

Additional insured form CA0001 must be provided for automobile liability coverage.

11.8.2 Agents must confirm that policy endorsements have been ordered from the respective insurance companies. Upon issuance, policy endorsements listing all insurers must be submitted to the City Attorney.

11.8.3 *When professional (E&O) liability coverage is provided on a “claims made basis”, CONSULTANT will continue to renew the insurance for a period of five (5) years after this Agreement expires or is terminated. Such insurance will have the same coverage and limits as the policy that was in effect during the term of this Agreement, and will cover CONSULTANT, or its officers, employees, or agents during the time this Agreement was in effect.

11.9 Notwithstanding any other provision of this Contract, CITY may immediately terminate this Contract if, at any time CONSULTANT fails to maintain the required insurance for any period of time or fails to comply with any of the insurance requirements listed above.

11.10 CONSULTANT shall require any and all subcontractor's working on its behalf to provide insurance coverages and limits that are based on the scope of work and nature of risk being performed by the subcontractor. Any and all subcontractors working on behalf of CONSULTANT shall be subject to all other insurance requirements that are stated herein.

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Any deviation in this requirement will be CONSULTANT's sole risk. CONSULTANT's insurance requirements in Section 11 will not be impacted and/or limited by such deviation.

12 Termination Without Cause
CITY reserves the right to terminate this Contract or any part thereof for its sole convenience with fifteen (15) days written notice. In the event of such termination, CONSULTANT shall immediately stop all work hereunder, and shall immediately cause any of its suppliers and sub-consultants to cease such work. CONSULTANT shall also surrender to CITY all finished or unfinished documents or programs and other materials, which shall be City’s property. As compensation in full for services performed to the date of such termination, the CONSULTANT shall receive an amount equal to the value of the work completed as of the termination date in accordance with the fee schedule or as negotiated between the parties. In no event shall the amount payable upon termination exceed the total maximum compensation provided for in this Contract.
13 Termination For Cause

13.1 If the City determines that the CONSULTANT has failed to supply an adequate working force, or to provide services of proper quality, or has failed in any other respect to satisfactorily perform the services specified in this Contract, the City shall give written notice to the CONSULTANT specifying all defaults to be remedied within thirty (30) days. Such notice shall set forth the basis for the City’s dissatisfaction and suggest corrective measures. If, after thirty days, the CONSULTANT has failed to implement the corrective measures, the City may elect to terminate this Contract, in whole or in part.

13.2 In the event the City terminates this Contract in whole or in part as provided herein above, the City may procure, upon such terms and in such manner, as it may deem appropriate, services similar to those terminated.

13.3 If this Contract is terminated as provided above, the City may require the CONSULTANT to provide all finished or unfinished documents, data, studies, software, drawings, maps, photographs, reports, etc., prepared by the CONSULTANT. Upon such termination, the CONSULTANT shall be paid an amount equal to the value of the services provided and work performed as of the date of termination. Such payment by the City may take into consideration the costs associated with hiring another CONSULTANT to complete the services. In the event no new CONSULTANT is employed, the CONSULTANT shall be paid an amount equal to the value of the work performed. In ascertaining the value of the work performed up to the date of termination, consideration shall be given to both completed work and work in progress, to complete and incomplete documents when such are delivered to CITY, and to authorized reimbursement expenses.

The above is in addition to any other remedies available by law or equity to the City.

13.4 If, after notice of termination of the Contract under the provisions of this Section 13, it is determined, for any reason, that CONSULTANT was not in default, or 9-16Concord - Document ID: 033Us0E6qHgLjWYMAu13m2
that the default was excusable, then the rights and obligations of the parties shall be the same as if the notice of termination had been issued pursuant to Section 12. 14 Dispute Resolution
All claims, disputes, and other matters in question between CITY and CONSULTANT arising out of, or relating to this Contract, or the breach thereof shall, to the extent reasonably feasible, be resolved through good faith negotiations between the parties. 15 Ownership And Delivery Of Work Product
All documents, data, reports, studies, analyses, field notes, investigations, plans, specifications, software, programs, manuals, instructions, and other materials of any nature, whether complete or incomplete, that are prepared, developed, or produced by CONSULTANT or Consultant’s subcontractors in the performance of this Agreement (collectively, “Work Product”) shall be the exclusive property of the CITY.

All Work Product shall be delivered to or left with the CITY upon completion, expiration, or termination of this Agreement. Upon request, CONSULTANT shall provide the CITY with originals and reproducible and electronic copies of all Work Product. Electronic copies shall be provided in an unprotected format that allows the CITY to copy, reproduce, modify, and use the Work Product without restriction.

16 Ownership Of Intellectual Property

The Work Product and all intellectual property rights therein shall be deemed “works made for hire” under the United States Copyright Act (17 U.S.C. § 101 et seq.), and the CITY shall be deemed the author and exclusive owner thereof, in perpetuity and worldwide.

To the extent any Work Product does not qualify as a work made for hire, CONSULTANT hereby irrevocably assigns, transfers, and conveys to the CITY all right, title, and interest in and to such Work Product, including all copyrights, trademarks, patents, and other proprietary rights. CONSULTANT consents to the use of CONSULTANT’s name in conjunction with the sale, use, performance, and distribution of Work Product, for any purpose and in any medium.

CONSULTANT agrees to execute any documents and take any actions reasonably requested by the CITY to confirm or perfect the CITY'S ownership of such rights.

CONSULTANT waives any and all moral rights or similar rights under California Civil Code section 980 or any other applicable law to the extent permitted by law.

17 Subcontracting, Delegation And Assignment

17.1 CONSULTANT shall not delegate, subcontract or assign its duties or rights hereunder, either in whole or in part, without the prior written consent of CITY; provided, however, that claims for money due or to become due to CONSULTANT from CITY under this Contract may be assigned to a bank, trust company or other financial institution without such approval. Any proposed delegation, assignment or subcontract shall provide a description of the services covered, identification of the proposed assignee, delegates or subcontractor, and an explanation of why and how 10-16Concord - Document ID: 033Us0E6qHgLjWYMAu13m2
the same was selected, including the degree of competition involved. Any proposed agreement with an assignee, delegates or subcontractor shall include the following:

A. The amount involved, together with CONSULTANT’s analysis of such cost or price; and
B. A provision requiring that any subsequent modification or amendment shall be subject to the prior written consent of CITY.

C. The requirement to hire only those persons authorized by federal law to work in the United States.

17.2 Any assignment, delegation or subcontract shall be made in the name of CONSULTANT and shall not bind or purport to bind CITY and shall not release CONSULTANT from any obligations under this Contract including, but not limited to, the duty to properly supervise and coordinate the work of employees, assignees, delegates and subcontractors. No such assignment, delegation or subcontract shall result in any increase in the amount of total compensation payable to CONSULTANT under this Contract.
18 Non-Discrimination And Equal Employment Opportunity

18.1 In performance of this Contract, CONSULTANT shall not discriminate against any employee, subcontractor, or applicant for employment because of sex, color, race, religion, ancestry, national origin, disability, medical condition, marital status, sexual orientation, or age. CONSULTANT will take affirmative action to ensure that applicants are employed, and that employees are treated during employment, without regard to their sex, color, race, religion, ancestry, national origin, disability, medical condition, marital status, sexual orientation or age. Affirmative action relating to employment shall include, but not be limited to the following: employment, upgrading, demotion or transfer; recruitment; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship. 19 SB 1383 Compliance

CONSULTANT shall comply with all applicable requirements of California Senate Bill 1383 (SB 1383) and related regulations concerning the reduction of organic waste, diversion from landfills, and edible food recovery.

20 WCAG 2.1AA Compliance
Information and communication technology means information technology and other equipment, systems, technologies, or processes, for which the principal function is the creation, manipulation, storage, display, receipt, or transmission of electronic data and information, as well as any associated content. Examples include computers and peripheral equipment; information kiosks and transaction machines; telecommunications equipment; customer premises equipment; multifunction office machines; software; applications; Web sites; videos; and electronic documents.

Each information and communication technology (hereinafter referred to as "ICT") product or service furnished to the City under this Contract shall be accessible to and 11-16Concord - Document ID: 033Us0E6qHgLjWYMAu13m2
usable by individuals with disabilities in accordance with the Americans with Disabilities Act, as amended, (hereinafter referred to as the "ADA") and other applicable Federal laws, including Section 508 of the Rehabilitation Act, as amended, and State laws and implementing regulations. For purposes of this clause, Consultant shall be considered in compliance with the ADA and other Federal and State laws if it satisfies the requirements (including exceptions) specified in the regulations 36 CFR Part 1194 implementing Section 508 of the Rehabilitation Act, including the Web Content Accessibility Guidelines (WCAG) 2.1 Level A and Level AA Success Criteria and Conformance Requirements (2008), which are incorporated by reference, and the functional performance criteria.

Consultant shall maintain and retain, subject to review by the City, full documentation of the measures taken to ensure compliance with the applicable requirements and functional performance criteria, including records of any testing or simulations conducted. For each ICT subject to the Contract, the documentation shall include a description of conformance with applicable federal and state laws by means of either a Voluntary Product Accessibility Template (VPAT) or other comparable document, upon request.

If Consultant claims its products or services satisfy the applicable requirements and standards specified above and it is later determined by the City that any furnished product or service is not in compliance with such requirements and standards, the City will promptly inform the Consultant in writing of the noncompliance. The Consultant shall, at no cost to the City, repair or replace the non-compliant products or services within the period specified by the City. If the repair or replacement is not completed within the specified time, the City may cancel the Contract or have any necessary changes made or repairs performed by employees of the City or by another consultant, and Consultant shall reimburse the City for any expenses incurred thereby. Consultant shall indemnify and hold the City harmless in the event of claims arising from inaccessibility.

20 Financial Interest Certification

20.1 CONSULTANT warrants that no person has been employed or retained to solicit or secure this Contract upon an agreement or understanding for a commission, percentage, brokerage or contingent fee; and that no officer or employee of the CITY has any interest, financially or otherwise, in CONSULTANT’s firm.

20.2 For breach or violation of this warranty, CITY shall have the right to annul this Contract without liability, or at its discretion to deduct from the Contract Price or consideration, the full amount of such commission, percentage, brokerage or contingent fee.
21 Conflict Of Interest

21.1 CONSULTANT stipulates that its officers and employees do not now have a conflict of interest and it further agrees for itself, its officers and its employees that it 12-16Concord - Document ID: 033Us0E6qHgLjWYMAu13m2
will not contract for or accept employment for the performance of any work or services with any individual business, corporation or government unit that would create a conflict of interest in the performance of its obligations pursuant to this Contract or which would cause CONSULTANT to be “financial interested” (as provided in California Government Code Section 1090 et seq. or 87100 et seq.) in any contract or decision made by CITY on any matter.

21.2 CONSULTANT shall not employ any City official or employee to perform any work required pursuant to this Contract.

21.3 If CONSULTANT is a registered professional engineer or licensed land surveyor and the scope of work requires CONSULTANT’S recommendation of the actual formula to spread the costs of an assessment district’s improvements, then CONSULTANT shall not participate in making that recommendation if the additional elements set forth in Government Code section 87100.1(c) apply. Those additional elements are: (1) CONSULTANT has received income of $250 or more for professional services in connection with any parcel included in the benefit assessment district within 12 months prior to the creation of the district; and (2) the district includes other parcels in addition to those parcels for which CONSULTANT received the income. In the event a conflict of interest does arise in that context, City shall select a different CONSULTANT to recommend the actual formula to spread the costs of the assessment district’s improvements and the costs of such services shall be deducted from the compensation to be paid to CONSULTANT.

21.4 To the extent required by the City Manager/designee, CONSULTANT shall complete and file with the City Clerk a Form 700 Statement of Economic Interests disclosing any reportable property interests, income, gifts, investments, or business positions.
22 Compliance With Law

22.1 CONSULTANT shall comply with all state and federal laws, including but not limited to, the requirement to hire only those persons authorized by federal law to work in the United States. If CONSULTANT uses any subcontractors to complete this Contract, this same requirement shall be included in all subcontracts and strictly enforced by CONSULTANT.

22.2 The law of the state of California shall govern this Contract. The venue of any legal action, either formal or informal, shall be the County of Los Angeles.

22.3 If applicable, CONSULTANT acknowledges and understands it must comply with the prevailing wage requirements as set forth in Exhibit “A” attached hereto and incorporated herein by reference, as well as the execution of a Worker’s Compensation Certificate attached hereto as Exhibit “B” and incorporated herein by reference.
23 Health And Safety Provisions

A. CONSULTANT and all subcontractors shall abide by all health and safety mandates issued by federal, state, county, City of Palmdale, and/or public health 13-16Concord - Document ID: 033Us0E6qHgLjWYMAu13m2
officers, and worksite-specific mandates. If multiple mandates exist, the CONSULTANT and subcontractors shall abide by the most restrictive mandate.

B. Costs associated with adhering to health and safety mandates are the responsibility of the CONSULTANT. CONSULTANT is responsible for the tracking and compliance of health and safety mandates and may be audited upon request.

24 Notification And Access Revocation
The CONSULTANT shall notify the CITY in writing prior to or no later than twenty-four (24) hours after, the termination, expiration, suspension, reassignment, or removal of any Consultant Personnel with access to the Project or Owner Resources. For Consultant Personnel with Information Technology access, notification must be immediate, or the CITY may consider the CONSULTANT to be in breach of contract.

Notice shall include the individual’s name, role, effective date and time of termination or removal, and systems or resources accessed.

The CITY reserves the right, in its sole discretion, to immediately suspend or revoke access for any Consultant Personnel upon receipt of notice or upon CITY'S determination that such access is no longer required or appropriate. 25 Force Majeure

Neither Party shall be liable for any failure or delay in performing its obligations under this Agreement (other than payment obligations) if such failure or delay is caused by an event or circumstance beyond the reasonable control of the affected Party (“Force Majeure Event”). Force Majeure Events include, but are not limited to, acts of God; flood; fire; earthquake; explosion; war; terrorism; civil disturbance; epidemic or pandemic; quarantine; governmental actions or orders; or other similar events beyond the control of the affected Party.

The affected Party shall provide written notice to the other Party within ten (10) calendar days of the occurrence of the Force Majeure Event, describing the nature, expected duration, and anticipated impact on performance. The Party shall use all diligent efforts to mitigate the effects of the event and resume performance as soon as practicable.

When CONSULTANT is the sole cause of the delay to the commissioning and substantial completion and delay is not caused by an event of Force Majeure or by the CITY'S failure to make payments in accordance with the Contract or to provide required information to CONSULTANT when contemplated in the Contract, CITY shall be entitled to liquidated damages in the sum at the daily rate of $1,000.00, beginning at zero (0) days from written notice given by CITY up to a maximum liquidated damage aggregate of ten percent (10%) of the contract price of the equipment delayed.

26 Notices
Any notice required under this Contract shall be in writing, addressed to the appropriate party at its address on the signature page and given personally or by registered or certified mail postage prepaid, or by a commercial courier service. All notices shall be effective upon the date of receipt.
14-16Concord - Document ID: 033Us0E6qHgLjWYMAu13m2
27 Entire Contract And Amendments

27.1 This Contract is the complete agreement between the parties and supersedes all prior proposals, agreements, and understandings between the parties and may not be modified or terminated orally.

27.2 No attempted waiver of any of the provisions hereof, nor any modification in the nature, extent or duration of the work to be performed by CONSULTANT hereunder, shall be binding unless in writing and signed by the party against whom the same is sought to be enforced.

27.3 The failure of any party to enforce against another party any provision of this Contract shall not constitute a waiver of that party’s right to enforce such a provision at a later time, and shall not serve to vary the terms of this Contract.

28 Attorney’s Fees
If any action at law or in equity is brought to enforce or interpret any provisions of this Contract, the prevailing party in such action shall be entitled to reasonable attorney’s fees, costs and necessary disbursements, in addition to such other relief as may be sought and awarded.

In Witness Whereof, the parties hereto have caused this Contract to be executed and attested by their respective officers thereunto duly authorized.

CITY OF PALMDALE: LDM ASSOCIATES, INC:

Salvador Mendez
City Manager

Rudy Munoz
Executive Vice President
ADDRESS FOR NOTICE:

CITY OF PALMDALE
38250 Sierra Highway, 2nd Floor
Palmdale, CA 93550

ADDRESS FOR NOTICE:

LDM ASSOCIATES, INC
10722 Arrow Route, Suite 822
Rancho Cucamanga, CA 91730
APPROVE AS TO FORM:

Alexandra Severino
City Attorney

ATTEST:

Rochelle Scott
City Clerk

15-16Concord - Document ID: 033Us0E6qHgLjWYMAu13m2

---------------------------------------- INTERNAL USE ONLY ----------------------------------------

■Certificate(s) and Endorsement(s) attached
■Confirmed business name on contract with certificate(s) ■Attached Agreement Checklist and met all requirements
16-16Concord - Document ID: 033Us0E6qHgLjWYMAu13m2
Record of Signing
Signed with https://www.concord.app/
For
Name
Title
City of Palmdale
Megan Taggart
Signed on Jun 8, 2026 7:49 AM PDT
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IP Address: 150.195.201.178
Email: [email protected]
For
Name
Title
[email protected]
Rudy Munoz
Signed on Jun 8, 2026 10:08 AM PDT
Secured by Concord™
DocumentID: 033Us0E6qHgLjWYMAu13m2
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IP Address: 47.51.14.37
Email: [email protected]

City of Palmdale

Proposal for Consultant and
Technical Assistance for
Consolidated Plan Programs

RFP NO. 26-001-6400

TABLE OF CONTENTS

TABLE OF CONTENTS
Transmittal Cover Letter with Required City Forms

A. Organizational Structure, Qualifications, and Experience of Firm .................................. 1

B. Proposed Staffing and Management Plan ........................................................................ 6

C. Technical Proposal ........................................................................................................... 13

D. Cost Proposal (Exhibit J – Under Separate Cover) ......................................................... 18

EXHIBITS:

Exhibit “A” - Resumes of Key Personnel

10722 Arrow Route ■ Suite 822 ■ Rancho Cucamonga ■ California 91730 (909) 476 - 6006 ■ Fax (909) 476 - 6086 April 21, 2026
City of Palmdale
Purchasing Department
38250 Sierra Highway
Palmdale, CA 93550
Subject: Proposal for Consultant and Technical Assistance Services for Consolidated Plan Grant Programs (RFP No. 26-001-6400)
Dear Purchasing Department:

LDM Associates, Inc. (LDM) is pleased to submit this proposal to continue providing consultant and technical assistance services for the City of Palmdale’s federally funded housing and community development programs in response to RFP No. 26-001-6400.

LDM currently serves as the City’s consultant providing technical assistance services for the Consolidated Plan grant programs including the CDBG and HOME programs as well as other one-time federally funded initiatives such as HOME-ARP, NSP, CSLFRF, and CDBG-CV. Under a se parate contract, LDM prepared the City’s 2025 -2029 Consolidated Plan and Analysis of Impediments to Fair Housing Choice. Through this ongoing engagement, our team has developed a comprehensive understanding of the City’s programs, priorities, systems, and community needs. Accordingly, LDM is well positioned to provide continuity of services and timely support.

For over 40 years, LDM has specialized in the administration, implementation, and compliance of U.S. Department of Housing and Urban Development (HUD) Community Planning and Development (CPD) programs, including CDBG, HOME, ESG, HOME-ARP, and related federal and stat e funding sources. Our services extend beyond program administration to include strategic planning, regulatory compliance, financial management, reporting, and technical assistance.

Our proposed team offers subject matter expertise aligned with the City’s needs:
▪ Clint Whited, Project Manager – will provide overall contract oversight, coordination, and service delivery.
▪ Keri Bullock, Point of Contact/Program Administrator – will serve as the primary point of contact and consultant for program activities, including coordination with City staff. ▪ Laurie Baker, HOME Program Subject Matter Expert – will lead HOME and HOME-ARP compliance and program implementation tasks.
▪ Marc Hughes, Labor Compliance Subject Matter Expert – will lead Davis-Bacon, Section 3, and labor standards compliance activities.
▪ David Muñoz, DRGR – will lead DRGR (NSP reporting system) technical assistance tasks.

10722 Arrow Route ■ Suite 822 ■ Rancho Cucamonga ■ California 91730 (909) 476 - 6006 ■ Fax (909) 476 - 6086 LDM’s approach combines regulatory expertise, proven program management systems, and responsive client service to ensure that all activities are compliant with applicable federal regulations, including 24 CFR Parts 91, 570, and 92, as well as 2 CFR Part 200.

LDM acknowledges receipt of the RFP and any associated addenda issued by the City and confirms that all such documents have been reviewed and incorporated into this proposal. LDM certifies that this proposal is submitted without collusion, fraud, or conflict of interest and that the contents of this proposal have been arrived at independently and without consultation, communication, or agreement with any other proposer or compe titor for the purpose of restricting competition.

LDM further certifies that the undersigned is authorized to bind the firm contractually and that all information contained in this proposal is true, accurate, and complete to the best of our knowledge. LDM agrees to comply with all requirements, terms, and conditions set forth in the RFP and any resulting agreement, including all applicable federal, state, and local regulations.

LDM also agrees to provide all services as described in the RFP for the prop osed fees and in accordance with the scope of services. LDM acknowledges that this proposal shall remain valid and may not be withdrawn for a period of one hundred twenty (120) calendar days from the proposal due date, or for the duration specified in the RFP, whichever is longer. LDM confirms that no exceptions or deviations to the RFP requirements are taken unless specifically identified in the proposal.

We appreciate the opportunity to continue supporting the City of Palmdale. If you have any questions regarding this proposal, please contact me at the address, telephone number, or email listed below:

Rudy Muñoz, LDM Associates, Inc.

Executive Vice President
10722 Arrow Route, Suite 822
Rancho Cucamonga, CA 91730
(909) 476-6006
[email protected]
Respectfully submitted,
LDM Associates, Inc.

Rudy E. Muñoz
Senior Executive Vice President
Enclosure: Proposal

1 A

ORGANIZATIONAL STRUCTURE, QUALIFICATIONS & EXPERIENCE

ORGANIZATIONAL STRUCTURE, QUALIFICATIONS, AND

EXPERIENCE OF FIRM
History of Firm and Operations
LDM Associates, Inc. (LDM) is a California -based professional community development consulting firm. In response to our clients’ needs, LDM provides a wide variety of services, including but not limited to federal and state grants management; programmatic and fiscal monitoring of federal programs; administration and implementation of housing and commercia l rehabilitation programs; labor compliance monitoring; and the administration of other federal and state housing programs.

The firm was formally incorporated in the State of California in 2002.

In partnership with its affiliate, MDG Associates, Inc., LDM brings a wide range of expertise, including the services specifically requested by the City. Our team consists of individuals with an array of expertise in U.S. Department of Housing and Urban Development (HUD) Community Planning and Development (CPD) grants, including the day -to-day administration and implementation of Community Development Bloc k Grant (CDBG), HOME Investment Partnerships (HOME), and Emergency Solutions Grants (ESG). Currently, LDM has forty-two (42) staff members.

Twenty-three (23) of the 42 staff members have substantial knowledge and experience administering HUD and State of California Department of Housing and Community Development (HCD) programs, including projects funded through these programs.

LDM maintains a structured team approach that integrates project management, subject matter expertise, and program administration. The firm is organized to provide strategic oversight and efficient day-to-day support, ensuring program implementation is managed effectively and in full compliance with applicable regulations.

This organizational structure provides the City with dedicated program support and specialized expertise as needed.

Office Location
LDM’s corporate office is located in Rancho Cucamonga, California. This office will serve as the sole office responsible for delivering services under this contract. This office houses the firm’s executive leadership, project management staff, subject matt er experts, and administrative personnel, and is fully equipped to support all aspects of the proposed services, including program administration, compliance, reporting, and coordination with City staff. LDM does not maintain or propose the use of additional office locations for this engagement, ensuring centralized management and efficient communication.

2 Legal Name of Business LDM Associates, Inc.

State of Incorporation California
Point of Contact / Company
Address
Rudy Muñoz, Executive Vice-President
10722 Arrow Route, Suite 822
Rancho Cucamonga, CA 91730
Phone: 909-476-6006
[email protected]
Organizational Structure California Corporation
Time Business in Operation 40 years (June 1986)
Organizational Structure
Organizationally, LDM functions as an independent corporation and will serve as the sole contracting entity for this engagement. The firm maintains an affiliated relationship with MDG Associates, Inc., a related consulting firm with complementary expertise in housing and community development programs. While the two firms share staff and institutional knowledge, LDM Associates, Inc. will retain full responsibility for all contractual obligations, staffing, quality control, and performance under the resulting agreement. LDM’s ownership structure consists of David Meyer as the majority owner (80 percent) and Rudy Muñoz as a minority owner (20 percent). This ownership structure reflects a transition within the past five years and has strengthened the firm’s leadership continuity and strategic direction. No other ownership changes have occurred that would have an impact on the firm’s operations or ability to perform.

Proposed Team
LDM has assembled a project team organized around the City’s key functional areas (i.e., CDBG Program, HOME Program, Labor Compliance, etc.) to ensure that all aspects of the scope of services are addressed by personnel with directly relevant expertise.

For this engagement, LDM has assembled a project team with clearly defined roles and responsibilities aligned with the City’s needs, as summarized below:

• Clint Whited, Contract Manager – Clint will serve as Contract Manager and will be responsible for overall contract management, coordination with City staff, quality assurance, and delivery of services; he brings 2 4 years of experience in grant administration and program management.
• Keri Bullock, Program Manager / Point of Contact – Keri will serve as the primary point of contact and day -to-day program administrator; she brings 21 years of experience in grant administration and program management.

3 • Laurie Baker, HOME Program Subject Matter Expert – Laurie will serve as the HOME Program Subject Matter Expert and will be responsible for HOME and HOME -ARP program compliance, policy guidance, and implementation oversight. She brings 26 years of experience in housing program administration and HUD’s HO ME Program management.
• Marc Hughes, Labor Compliance Subject Matter Expert – Marc will serve as the Labor Compliance Subject Matter Expert and will be responsible for Davis -Bacon / Labor Standards compliance, Section 3 compliance, and reporting; he brings 8 years of experience in labor compliance administration and monitoring.

• David Mu ñoz, NSP and DRGR Subject Matter Expert – David Muñoz will provide subject matter expertise in the Neighborhood Stabilization Program and the Disaster Recovery Grant Reporting (DRGR) system. David will provide technical assistance and support in the preparation of HUD reports, maintenance of DRGR records, and coordination with the HUD field office staff on NSP -related matters and grant closeout tasks necessary to fully complete this one -time assistance from HUD. David brings 12 years of experience i n grant administration and grant management systems technical assistance and training for program implementation, tracking, and reporting.

Financial Condition
LDM is financially stable and fully capable of performing the services described in this RFP. The firm has a long-standing history of successfully delivering professional services to public agency clients and maintains sound financial management practices. LDM is not subject to any bankruptcy proceedings, pending mergers, planned office closures, or other financial or organizational conditions that would impede its ability to perform the work. The firm is also not aware of any legal or contractual issues that would adversely affect its performance under this engagement.

Similar Experience
LDM is currently under direct contract with 30 cities and five (5) counties and the State of California with HUD CPD grants, including the City of Palmdale. Our services include the day-to- day implementation of their CPD grants and programs funded with the aforementioned grant funds. In addition, we provide technical assistance and monitoring services to other cities and counties on specific tasks. These include IDIS input, subrecipient monitoring, federal labor standards (Davis- Bacon) compliance, monitoring CDBG, HOME and ESG grants, the preparation of HUD Section 108 Loan Guarantee applications, preparation of Consolidated Plans, Annual Action Plans, and Consolidated Annual Performance and Evaluation Reports (CAPER).

In our current role with the City , LDM has prepared the City’s Five -Year Consolidated Plan, Analysis of Impediments to Fair Housing Choice, and Fair Housing Plan, and has supported the development of Annual Action Plans and CAPERs, as well as ongoing technical assistance and program administration activities. LDM has also supported the City’s HOME -ARP program and

4 other federally funded initiatives. This experience has provided LDM with a comprehensive understanding of the City’s programs, systems, and community priorities, allowing for efficient, responsive, and effective service delivery without the need for transition or onboarding. In addition to Palmdale, LDM has provided similar services to numerous jurisdictions involving consolidated planning, grant administration, compliance monitoring, and program implementation.

Several LDM staff members work with HUD Headquarters, providing training throughout the country in the areas of Assessment to Fair Housing, CDBG, CDBG -DR, and Disaster Recovery Grant Reporting, to name a few. Other services that our staff provide to HUD include staffing the HUD’s Ask a Question (AAQ) web portal on many of the grant programs listed above. In addition, our staff provides technical assistance (TA) to high-risk grant recipients throughout the country on behalf of HUD.

LDM staff maintains an excellent relationship with the local HUD field offices as well as at the headquarters level (Washington, D.C.). Our staff has been providing training for grantees throughout the country on behalf of HUD Headquarters. The training ha s been in the areas of “Basically CDBG,” Assessment of Fair Housing (AFH), Disaster Recovery Grant Reporting (DRGR), eCon Planning Suite, CPD Maps, and the Integrated Disbursement and Information System (IDIS). Our staff currently assists grantees with regulatory compliance questions through the HUD Resource Exchange Ask a Question (AAQ) portal in the areas of CDBG, HOME, DRGR, CDBG-CV, and HOME -ARP. Our staff currently provides technical assistance (TA) to grantees throughout the country on behalf of HUD H eadquarters in conjunction with the CPD Programs as well as HUD’s reporting systems, the IDIS and DRGR systems.

LDM possesses extensive qualifications in the administration and compliance of HUD Community Planning and Development (CPD) programs, including:
• Community Development Block Grant (CDBG) – 24 CFR Part 570 • HOME Investment Partnerships Program (HOME) – 24 CFR Part 92 • Consolidated Planning – 24 CFR Part 91
• Federal grant requirements – 2 CFR Part 200
LDM’s core competencies include:
• Preparation of Five-Year Consolidated Plans, Annual Action Plans, and CAPERs; • Development of Analyses of Impediments to Fair Housing Choice and Fair Housing Plans;
• Program design, policy development, and implementation; • Financial management and reporting in compliance with federal requirements; • Environmental review coordination (24 CFR Part 58);
• Subrecipient monitoring and compliance oversight;
• Labor standards compliance, including Davis-Bacon;
• Section 3 compliance and reporting;
• Citizen participation planning and stakeholder engagement; • IDIS setup, reporting, and reconciliation.

5 The table below provides a list of the public agencies and the types of services that we have provided over the last 5 years.

Public Agencies Provided Services in Last 5 Years with Most Recent within Last 2 Years.

Client
Con Plan/
AI/CPP

CDBG/HOME
Grant
Management

CDBG/

HOME TA
Hsg. / Com.

Rehab.

Hsg. / Com.

Rehab. TA
CARES Act
TA
DBRA and
Section 3
Monitoring
Disaster
Recovery
(CDBG-DR)
Misc. HUD
Programs TA
Services Provided in Last 2 Years
Apple Valley, CA X X X X X
Azusa, CA X
Baldwin Park, CA X X
Carson, CA X X X
Commerce, CA X X
Commonwealth of Puerto Rico X* X X
Corona, CA X X X X X
County of Allegheny, PA X
County of Henrico, VA X* X*
County of Imperial, CA X
County of Los Angeles, CA X X
County of Orange, CA X
County of San Bernardino, CA X X
County of Santa Barbara X X X
County of Ventura X X X
Dallas, TX X X
Downey, CA X X X X X
Duarte, CA X X
Fontana, CA X X X X X
Fresno, CA X X
Hawthorne, CA X X X X X
Hesperia, CA X X X X X X
Irvine, CA X X X X X X
La Habra, CA X X X X
Los Angeles, CA X X
New York City X
Palmdale, CA X X X X X X X X
Paramount, CA X X X X X X
Rancho Cucamonga, CA X X X X X
San Dimas, CA X X
San Juan, PR X* X*
Santa Ana, CA X X X X
Seattle, WA X* X*
State of California X X X
State of Iowa X* X* X*
State of New Mexico X X
State of North Dakota X* X*
Temecula, CA X X X X X
Tucson, AZ X* X*
Upland, CA X X X X X X
Walnut, CA X X X
Services Provided in the Last 5 Years
Albuquerque, NM X X X
Arecibo, PR X* X*
County of Harris, TX X
County of Santa Barbara, CA X X
Detroit, MI X* X*
Houston, TX X
Kansas City, KS X*
State of Utah X* X*
Tulsa, OK X* X*
*Conducted on behalf of HUD

6 B

PROPOSED STAFFING AND MANAGEMENT PLAN

PROPOSED STAFFING AND MANAGEMENT PLAN
LDM Associates, Inc. (LDM) will provide a structured and responsive staffing and management approach designed to ensure efficient delivery of services, consistent communication, and full compliance with all applicable federal, state, and local requirements . LDM’s approach emphasizes clear lines of responsibility, proactive coordination, and the integration of subject matter expertise into day-to-day program operations.

Project Staffing
LDM consulting team members proposed to provide Technical Assistance for Consolidated Plan Grant Programs include:

 Clint Whited
 David Muñoz
 Keri Bullock
 Laurie Baker
 Marc Hughes
The team will operate using a coordinated workflow that integrates project management, program administration, and technical support. Routine coordination will occur through regular communication between LDM and City staff, including scheduled check -ins as needed and ongoing availability to respond to emerging issues or time -sensitive requests. LDM’s team is committed to maintaining a high level of responsiveness, with staff available during normal business hours and capable of addressing urgent matters as they arise.

All services provided to the City of Palmdale by the LDM team will be supervised by Clint Whited, Senior Vice President, who has subject matter expertise in all areas of the scope of the Scope of Services/Work included in the RFP.

All LDM services and deliverables will be coordinated on a day -to-day basis through a single Point Of Contact (POC) to ensure appropriate delivery of services based on the City’s prioritization. The designated POC would be Keri Bullock, Manager. Keri’s role will include participation in weekly coordination meeting with Palmdale staff and participa tion in monthly check-ins with the City’s HUD Representative and City staff. Keri will be assisted by other members of the team depending on the subject matter and task. For example, for technical assistance concerning affordable housing projects, Keri would coordinate with Clint Whited and Laurie Baker. For technical assistance concerning DRGR reporting and closeout , Keri would coordinate services from David Muñoz. For review of labor standards enforcement activities for compliance with Davis-Bacon and Section 3, Keri would ensure that Marc Hughes is available to City staff to provide the oversight and monitoring services.

7 LDM will utilize established project management practices to track tasks, monitor progress, and ensure timely completion of all assignments. Deliverables will be reviewed internally prior to submission to ensure accuracy, completeness, and compliance with applicable requirements.

This internal quality control process is a key component of LDM’s management approach and helps minimize the risk of errors or compliance findings.

The proposed staffing plan is designed to be flexible and scalable based on the City’s needs.

LDM is able to adjust staffing levels and allocate additional subject matter expert (SME) resources as necessary to accommodate changes in workload, funding levels, or program complexities and priorities. This flexibility allows the City to receive consistent support across a range of activities, from routine program administration to more complex planning or compliance efforts.

Through this staffing and management approach, LDM will provide the City of Palmdale with a highly coordinated, responsive, and technically proficient team capable of supporting all aspects of its Consolidated Plan grant programs. The combination of dedica ted project management, day-to-day program administration, and specialized technical expertise ensures that the City will receive reliable, compliant, and high-quality services throughout the term of the contract.

All services under this contract will be performed by LDM’s in-house staff. LDM does not propose the use of subcontractors, ensuring clear accountability and consistent service delivery and the proposed key personnel will be available to perform the proposed services for the duration of the contract. This approach allows LDM to maintain direct control over all aspects of the work, including staffing, quality assurance, and client communication.

PROJECT TEAM

The Project Team was selected based on the requirements and tasks specified in the RFP. This team is comprised of professionals with subject matter expertise and practitioners with experience in all facets of the Technical Assistance Services for Consolidated Plan Program. Additional staff will be
available to support with
deliverables as required.

Clint Whited | Senior Vice President | Contract Administrator Clint Whited will serve as Contract Manager and will have overall responsibility for contract performance, quality assurance, and adherence to schedules and deliverables. Mr. Whited will maintain communication with the City to ensure that priorities are clearly understood and that all services are aligned with the City’s objectives.

David Muñoz | Vice President | NSP and DRGR SME David Muñoz will provide subject matter expertise in the Neighborhood Stabilization Program and the Disaster Recovery Grant Reporting (DRGR) system . Mr. Muñoz will provide technical assistance and support in the preparation of HUD reports, maintenance of DRGR records, and coordination with the HUD field office staff on NSP -related matters and grant closeout tasks necessary to fully complete this one-time assistance from HUD.

Keri Bullock | Manager | Project Manager
Keri Bullock will serve as the City’s primary point of contact and will lead the day-to-day delivery of technical assistance services for all grants and the preparation of plans and reports. She will coordinate ongoing tasks, track deliverables, respond to City requests, and facilitate communication between the City and LDM’s staff. She will provide the City with an accessible resource for TA delivery, ensuring timely responses and continuity of service for all activities.

Laurie Baker | Manager | HOME SME
Laurie Baker will provide subject matter expertise in the administration and implementation of the HOME and HOME-ARP programs, including developing program guidelines, policies, and procedures and establishing program frameworks for eligible activities, underwriting, and project implementation, as well as providing technical guidance on regulatory requirements.

Marc Hughes | Senior Associate | Labor Compliance SME Marc Hughes will assist with performing QA/QC of the labor compliance monitoring for federally funded projects subject to Davis-Bacon and State prevailing wage requirements. This includes reviewing the work of the City’s contracted labor compliance consultant and Public Works project managers, supporting compliance reviews, and ensuring programs funded with CPD grants meet federal requirements.

8 9

Staff Qualifications
The following section provides staff biographical statements for each of the LDM staff members included on the Project Team . Note that all team members selected for this proposal will be available to perform the proposed services for the curation of the contract. No person that is designated as “key” to the proposed service shall be removed or replaced without the written concurrence of the City. All staff members are fully committed to responding in a timely manner to issues related to the service proposed.

Resumes for each staff member are provided under Exhibit “A” of this proposal.

Clint Whited, Senior Vice President
Years of Experience with LDM: 20 years
Clint Whited joined LDM Associates in 2006 and currently serves as Senior Vice President. With more than 24 years of experience in the planning and implementation of federal grants including those offered by the U.S. Department of Housing and Urban Development – Office of Community Planning and Development . Clint assists municipalities with all aspects of Community Development Block Grant (CDBG), HOME Investment Partnership (HOME) and Emergency Solutions Grant (ESG) management.

Clint focuses on strategic community investment in affordable housing, development of infrastructure and coordinating the supportive services necessary to achieve local goals and to affirmatively further fair housing choice. His work in these areas includes 40 Consolidated Plans, 160 Annual Action Plans, 29 Analysis of Impediments to Fair Housing (AFH) Choice, and two Assessment of Fair Housing (AFH) documents and numerous program policy and procedure documents to facilitate the implementation of the housing and community development projects resulting from these plans.

He is currently responsible for the management and implementation of CPD programs for a number of cities in Southern California and recently working with the State of California and subrecipient Counties on their Wildfire Disaster Recovery efforts utilizing HUD funds. He is a Certified HOME Specialist (Regulations) and is a national technical assistance provider through HUD’s Community Compass technical assistance initiative.

Prior to joining LDM , Clint was a Contract Compliance Specialist for the Los Angeles County Community Development Commission – the second largest Urban County CDBG program in the nation. His responsibilities included contract development and monitoring the implementation of CDBG funded activities implemented by participating cities and non -profit organizations. His work with the Urban County included the development of labor standards policies and procedures covering the Davis- Bacon Act, Minority and Women’ s Business Enterprise and Section 3 of the Housing and Community Development Act.

Clint has a Bachelor of Science in Public Policy and Management from the University of Southern California’s School of Policy, Planning and Development.

10 David J. Muñoz, Vice President
Years of Experience with LDM: 12 years
David Muñoz joined LDM Associates in 2014 and currently serves as a Vice President on the Housing and Community Development team. With more than eight years of experience in the planning and implementation of federal grants including those offered by the U.S. Department of Housing and Urban Development – Office of Community Planning and Development (CPD), David assists municipalities with all aspects of Community Development Block Grant (CDBG), CARES Act (CDBG-CV and ESG-CV) and administration and implementation.

David focuses on the day -to-day aspects of CPD program administration and compliance, including Consolidated Plan and Action Plan development and implementation, Integrated Disbursement and Information System (IDIS) functionality and management, labor standards enforcement, subrecipient management, monitoring. He is also responsible for capacity building of subrecipients, and federal reporting requirements including the Consolidated Annual Performance and Evaluation Report (CAPER) as well as all other aspec ts of program administration, implementation, and compliance. His work includes the development of over 20 Consolidated Plans, one hundred Action Plans and CAPERs, and 10 Impediments to Fair Housing Choice (AI).

David is a national technical assistance provider through HUD’s Community Compass initiative.

Through the initiative, he provides training to municipalities in the Disaster Recovery Grant Reporting (DRGR) system and is also a beta tester for HUD on the system. Because of his fluency in Spanish, he has prepared and provided many of the trainings referenced above in Spanish for the Commonwealth of Puerto Rico and its municipalities.

He serves as MDG’s lead Neighborly subject matter expert and Super User, with the ability to configure and manage system functions beyond standard City -level access. He has extensive experience designing and implementing Neighborly systems for multiple HUD grantees, including CDBG, HOME, ESG, Housing Rehabilitation Programs (HRP), Commercial Rehabilitation Programs (CRP), Capital Improvement Projects (CIP), and other federally funded activities, and has successfully developed and maintained eleven fully ope rational grants management systems. David is currently performing cutting -edge system architecture and implementation work for major agencies including Miami -Dade County, LACAHSA, and others, supporting complex, large-scale program delivery through advanced Neighborly configurations.

David received a Bachelor of Politics and International Affairs with Minor in Latin American Studies (Honors Program) from Wake Forest University. David is bilingual/biliterate in English and Spanish.

Keri Bullock, Manager
Years of Experience with LDM: 1 year
Keri is a highly experienced local government professional with 21 years of expertise in housing and community development. She has a proven track record of implementing a diverse range of funding programs, successfully creating and expanding housing and supportive services for low-

11 income families, nonprofits, and small businesses. Her responsibilities included managing over $58 million in Federal, State, and local funds for programs in Orange County.

Keri is adept at navigating complex reporting requirements for Federal and State Departments, including the submittal of Consolidated Plans, Annual Action Plans, Analysis of Impediments of Fair Housing Choice, and HOME -ARP Plan to HUD, as well as HHAP and PLHA plans to State HCD.

As a strong organizational leader, Keri excels at fostering positive internal and external partnerships. She has successfully collaborated with local County and City administrators, State program representatives, and representatives from the Environmental Protection Agency, consistently building strong collaborative relationships.

Keri received a Master of Public Policy (MPP) from Pepperdine University and a Bachelor of Science in Economics from the University of Southern California Politics.

Laurie Baker, Manager
Years of Experience with LDM: 3 years
Laurie Baker joined LDM Associates in 2023. Previously she has worked to support community development and housing activities in capacities as a county and city employee managing Federal, State, and local grants and programs. She has managed multiple federal and state grants, managed partnerships with local cities under an Urban County Partnership and managed staff. Her work includes coordination and reporting to Federal and State Departments, including the submittal of Consolidated Plans, Annual Action Plans, and Analysis of Impediments to Fair Housing Choice to HUD. Laurie is an experienced community and housing development professional with an understanding of the interdisciplinary nature of work and the complexity of a community. She implemented a variety of funding programs to create and expand housing and supportive services programs for low -income families, and improve government infrastructure and not-profit facilities, such as improvements to homeless shelters.

Laurie has a B. S. in Organizational Management from Colorado University, in Lakewood Colorado.

Marc Hughes, Senior Associate
Years of Experience with LDM: 8 years
Over the past eight years, Marc has led the company’s labor compliance and Section 3 monitoring program. The labor compliance monitoring has included both State of California as well as the federal Davis-Bacon and Related Acts (DBRA). Marc has been responsible for labor compliance monitoring for over fifteen cities and over 30 projects over that same time period.

Marc focuses on implementing monitoring strategies to assist cities and contractors through the various labor compliance regulations imposed by federal and state grants.

Marc is responsible for ensuring that all contractors and subcontractors are well informed of the reporting requirements during the pre-bid and pre-construction meetings. He is responsible for

12 collecting, reviewing, and working with contractors on ensuring that all workers are paid prevailing wages as established by the regulatory agencies.

Marc has a A.S. from Mount San Antonio College, in Walnut, California.

13 C

TECHNICAL PROPOSAL

TECHNICAL PROPOSAL
LDM Associates, Inc. (LDM) proposes a comprehensive, fully integrated approach to providing technical assistance and program administration services for the City of Palmdale’s Consolidated Plan grant programs. As the City’s current consultant, LDM brings direct, working knowledge of Palmdale’s programs, systems, priorities, and HUD relationships, allowing for seamless continuation of services without transition delays.

Our approach integrates proactive project management, real -time technical assistance, and subject matter expertise to ensure that all program activities are implemented efficiently and in full compliance with applicable federal regulations, including 24 CFR Parts 91, 570, and 92, and 2 CFR Part 200.

LDM understands that the City requires a consultant capable of providing high- level technical assistance across multiple funding sources, including CDBG, HOME, HOME -ARP, NSP, and SLFRF. This includes ensuring regulatory compliance, maintaining accurate rep orting systems, supporting City staff, and responding quickly to evolving program requirements and federal guidance.

Capabilities and Capacity
LDM possesses the organizational capacity, staffing structure, and operational systems necessary to effectively deliver comprehensive consultant and technical assistance services for the City’s Consolidated Plan grant programs. Our firm is structured to provide on -demand subject matter expertise across all applicable funding sources, including CDBG, HOME, HOME- ARP, NSP, and SLFRF.

LDM’s team is organized around a centralized project management model supported by specialized subject matter experts in key functional areas, including program administration, labor compliance, financial management, and HUD reporting systems. This structure ensures that all services are delivered efficiently and that each task is assigned to personnel with directly relevant expertise.

The firm currently maintains sufficient staffing levels and internal resources to meet the City’s ongoing and variable workload demands. Our team is supported by established project management protocols, internal quality control procedures, and system -based tracking tools that ensure timely completion of assignments and consistent service delivery.

LDM employs industry -standard and HUD -mandated systems, such as the Integrated Disbursement and Information System (IDIS), Disaster Recovery Grant Reporting (DRGR), and Neighborly program management platforms. Our extensive expertise with these tools, including subject matter experts who deliver training and technical assistance to grantees on behalf of HUD, ensures accurate tracking, reporting, and documentation of program activities. This approach supports transparency and audit preparedness.

14 As the City’s current consultant, LDM offers immediate capacity to continue services without transition, onboarding, or disruption. Our familiarity with the City’s systems, processes, and program history allows us to provide seamless and responsive support from the outset of the contract.

Experience Performing Work of Similar Nature and Size
LDM has over 40 years of experience providing consultant and technical assistance services for HUD Community Planning and Development (CPD) programs, including CDBG, HOME, ESG, HOME-ARP, and related federal and state funding sources. The firm currently pro vides similar services to over 30 cities, multiple counties, and state agencies, supporting programs of comparable size, complexity, and regulatory requirements as those administered by the City of Palmdale.

Our experience includes full -service administration of Consolidated Plan programs, including preparation of Consolidated Plans, Annual Action Plans, CAPERs, and Analyses of Impediments to Fair Housing Choice, as well as ongoing program implementation, reporting, and compliance monitoring. LDM has also supported jurisdictions with one -time and complex funding sources such as CDBG-CV, HOME-ARP, NSP, and SLFRF.

LDM’s current engagement with the City of Palmdale demonstrates our direct experience with the City’s programs and needs. LDM prepared the City’s 2025-2029 Five-Year Consolidated Plan and Analysis of Impediments, supported Annual Action Plans and CAPERs, and provided ongoing technical assistance and program administration services. This experience provides LDM with a comprehensive understanding of the City’s funding structure, priorities, and compliance environment.

In addition to Palmdale, LDM has successfully provided similar services to numerous jurisdictions throughout California and nationally, demonstrating our ability to manage programs of varying scale while maintaining compliance with federal requirements.

Expertise for Consolidated Plan Grant Programs
LDM offers deep subject matter expertise in all aspects of Consultant and Technical Assistance Services for Consolidated Plan grant programs. Our team includes professionals with extensive experience in HUD CPD regulations, program design and implementatio n, financial management, reporting systems, and cross-cutting federal requirements.

Our expertise includes, but is not limited to:
 Administration and implementation of CDBG, HOME, and HOME -ARP programs in accordance with 24 CFR Parts 570 and 92;
 Preparation of Consolidated Plans, Annual Action Plans, and CAPERs in compliance with 24 CFR Part 91;
 Financial management and compliance with 2 CFR Part 200;  Subrecipient monitoring and compliance oversight;
 Labor standards compliance, including Davis-Bacon and Section 3 requirements;

15  Environmental review coordination (24 CFR Part 58);  Setup, management, and reporting in HUD systems, including IDIS and DRGR.

LDM staff not only manage local programs, but also provide national technical assistance for HUD by offering training and capacity -building support to grantees nationwide. Our team has helped develop HUD guidance, delivered training for Consolidated Plan P rograms such as Basically CDBG, DRGR, IDIS, CDBG -CV, and the eCon Planning Suite, and managed the HUD Exchange "Ask a Question" system, showcasing our extensive knowledge and expertise.

This combination of practical implementation experience and national -level technical expertise ensures that LDM is uniquely qualified to support the City in navigating complex regulatory requirements and maintaining full program compliance.

Record of Meeting Performance Standards
LDM has a demonstrated track record of successfully meeting performance standards across a wide range of projects involving HUD CPD programs. Our firm consistently delivers services that meet or exceed client expectations, regulatory requirements, and established timelines.

Our performance is characterized by:
 Timely preparation and submission of required plans and reports, including Consolidated Plans, Action Plans, and CAPERs;
 Accurate and compliant reporting within HUD systems, including IDIS and DRGR;  Effective coordination with HUD field offices to resolve issues and maintain compliance;  Successful monitoring and oversight of funded activities, resulting in minimal findings or corrective actions;
 Consistent delivery of high-quality technical assistance that supports client capacity and program success.

For the City of Palmdale, LDM has maintained a strong record of performance under our current contract, providing reliable and responsive support across all program areas. Our knowledge of federal requirements and local needs allows us to actively partner with City staff to identify a range of alternatives to housing and community development challenge s. One example of this is the innovative project structure used to facilitate the redevelopment of the Melville J. Courson Pool by leveraging CDBG funds and the development team of the Courson Arts Colony to rebuild and reopen a previously shuttered community asset in concert with the development of new housing. Another example was during the recovery from the financial crisis of 2008 when the then Redevelopment/Neighborhood Services Department s used CDBG / NSP funds to rehabilitate two vacant City buildings to create the present -day SAVES facility at the old Senior Center and the South Valley WorkSource Center (since repurposed for America’s Job Center for California) at the former children’s library . The SAVES and WorkSource projects effectively leveraged federal grant funds and underutilized city resources such as the vacant buildings to provide enhanced services to low- and moderate-income residents during a time of crisis. Our familiarity with the City’s expectations and our proven ability to meet deadlines and compliance requirements position us to continue delivering high-quality services under this contract.

16 LDM’s long -standing relationships with its clients, many of whom have retained the firm for multiple contract cycles, further demonstrate our ability to consistently meet performance standards and deliver value.

Specific and Clear Timelines, Tasks, and Goals to Accomplish Project LDM will implement a structured, task -driven approach to ensure that all services are delivered in a timely, organized, and compliant manner. Our approach is designed to provide the City of Palmdale with clear expectations, predictable workflows, and measurabl e outcomes across all Consolidated Plan grant programs.

Ongoing Service Delivery Framework
Because this engagement involves ongoing technical assistance and program administration rather than a single deliverable, LDM will structure services around recurring tasks, regulatory deadlines, and City-driven priorities. LDM will work closely with City staff to establish annual work plans that align with HUD reporting cycles, funding timelines, and program implementation needs.

Core recurring tasks include, but are not limited to:
 Preparation of Annual Action Plans in accordance with HUD deadlines;  Preparation and submission of CAPER reports;
 Quarterly reporting (financial and performance);
 Ongoing IDIS and DRGR data entry, reconciliation, and reporting;  Monitoring of subrecipients and funded activities;
 Support for procurement, contract administration, and compliance activities; and  Technical assistance to address day-to-day program needs and regulatory questions.

These tasks will be scheduled and tracked to ensure that all deadlines are met and that deliverables are completed in advance of submission requirements.

Timeline for Key Deliverables
LDM will adhere to all HUD-required timelines and will coordinate closely with City staff to ensure timely completion of major deliverables. Anticipated timelines include:
 Annual Action Plan – Draft prepared in advance of the City’s public review period to allow for internal review, public comment, and timely submission to HUD;  CAPER – Prepared immediately following the close of the program year to ensure submission within HUD’s required timeframe;
 Quarterly Reports – Prepared and submitted in accordance with HUD and funding - specific deadlines;
 HOME and HOME-ARP Reporting – Ongoing tracking and reporting aligned with federal requirements and program-specific deadlines;
 NSP / DRGR Reporting – Completed on a quarterly or as -needed basis to support program closeout and compliance; and

17  SLFRF Reporting – Prepared in accordance with U.S. Treasury reporting schedules.

LDM’s familiarity with HUD timelines and reporting requirements ensures that all submissions are completed accurately and on time.

Task Management and Tracking
LDM will utilize established project management practices to track all tasks, deadlines, and deliverables. This includes:
 Coordinating regularly with City staff to confirm priorities and adjust workloads as needed;
 Providing status updates on ongoing assignments and upcoming deadlines; and  Identifying potential issues early to avoid delays or compliance concerns.

This proactive approach ensures transparency, accountability, and consistent progress across all program activities.

Measurable Goals and Outcomes
LDM’s service delivery approach is focused on achieving the following measurable outcomes:
 Timely submission of all required reports and plans – All deliverables will be completed in advance of HUD deadlines to allow for City review and revisions;  Regulatory compliance – All program activities and documentation will meet applicable federal requirements, minimizing the risk of findings or corrective actions;  Accurate and complete reporting – Data entered into IDIS, DRGR, and other systems will be accurate, consistent, and fully supported by documentation;  Effective program implementation – Funded activities will be properly tracked, monitored, and aligned with program goals and national objectives;  Responsive technical assistance – City staff will receive timely and reliable support for all program-related questions and tasks.

Flexibility to Address Changing Needs
LDM recognizes that program priorities, funding levels, and regulatory requirements may change over the course of the contract. Accordingly, our approach is designed to be flexible and adaptable. LDM will adjust staffing levels, reallocate resources, and m odify task priorities as needed to ensure that the City continues to receive effective and timely support.

Continuity and Immediate Implementation
As the City’s current consultant, LDM will be able to immediately continue all ongoing activities without disruption. There will be no transition period required, and all timelines and tasks currently in progress will be maintained seamlessly. This continuity ensures that the City remains on schedule for all reporting and program requirements from the outset of the contract term.

Personnel Resumes

Exhibit
A

Clint has assisted hundreds of states and cities in the design and implementation of housing and community development programs – primarily through HUD CPD Programs. Clint focuses on strategic community investment in affordable housing, development and coordinating the supportive services necessary to achieve local goals and to affirmatively further fair housing choice.

Areas of specialization include grants planning, grantee capacity building, compliance monitoring, HUD CPD technical assistance, and the implementation of housing programs including all phases of acquisition, rehabilitation and/or development, ownership or rental.

PROJECT SPECIFIC EXPERIENC E

State of California Department of Housing and Community Development – Disaster Recovery Multifamily Housing Program
Subject Matter Expert I November 2019 - Current
Clint is the working group lead for implementation of the 2017, 2018, and 2020 disaster recovery multifamily housing programs. Building on the basic framework of the CDBG program regulations and Federal Register Notices, Clint developed program policies, procedures, and underwriting standards in early 2020 and has since guided the commitment of over $285M to 26 California cities and counties to develop over 2,000 housing units to replace those lost to the wildfires. In this capacity, Clint led the preparati on of standard operating procedures, supporting forms and documents, checklists, and tracking systems.

Clint provides technical assistance and training to new staff assigned to the disaster recovery program and regularly provides training for subrecipients and developers.

Programs: CDBG-DR
Client: Stacy Rodgers, CDBG-DR Branch Manager, HCD
2020 West El Camino Avenue, Sacramento, CA 95833
[email protected] I (916) 841-6268
City of Irvine (plus various other cities), CDBG-CV and ESG-CV Programs/ Rental, Mortgage, and Business Assistance Program Administration Program Manager/Senior Vice President I April 2020 - Current Clint has provided program administration services to the City of Irvine and nine other cities to evaluate the impact of COVID-19 on housing and business markets and assisted these cities in designing and implementing CDBG-CV, ESG-CV, and U.S. Treasury Coronavirus State and Local Fiscal Recovery funded housing, vulnerable populations, and business assistance programs. In this capacity, Clint helped to program over $50M in CDBG -CV and ESG -CV resources in the period between July 1 and December 31, 2020. Clint developed program guidelines, supporting forms and documents, and tracking and monitoring systems. Clint provided training locally and under subcontract for HUD TA to help grantees and subrecipients understand eligible activities, national objectives, COV ID-19 tieback, and duplication of benefits. Clint is currently overseeing staff implementing these programs in cities across Southern California.

Programs: CDBG Admin. I HOME Admin. I Housing Rehab Admin. I CDBG-CV Client: Sarah Escobedo, Management Analyst II, City of Irvine 1 Civic Center Plaza, Irvine, CA 92606
[email protected] I (949) 724-7447

CLINT WHITED
Senior Vice President

AREAS OF EXPERTISE
Grants Management
HUD CPD Programs
Disaster Recovery Programs
CARES Act

YEARS OF EXPERIENCE
24 Years

CERTIFICATIONS/TRAINING
Certified HOME Program
Regulations
Lead Based-Paint Visual
Assessment Certification

EDUCATION
B.S. Public Policy and
Management
University of Southern
California

WORK HISTORY
LDM Associates, Inc.
2006 - Present
L.A. County Community
Development Commission
2002 - 2006

CLINT WHITED
Senior Vice President

PROJECT SPECIFIC EXPERIENC E

City of Palmdale (plus various other cities), HOME Program Administration and Implementation Lead Consultant/Senior Vice President I June 2008 - Current Clint provides HOME program administration and implementation services to the City of Palmdale and eight other participating jurisdictions. Clint’s advisory services to Palmdale supported the development of eight multifamily apartment communities tot aling 565 housing units for seniors, chronically homeless, and families. Clint has designed and implemented an acquisition, rehabilitation, resale program, tenant -based rental assistance programs, homeowner rehabilitation programs, homebuyer assistance programs, and provided technical assistance to build the capacity of a YouthBuild chapter to become a certified Community Housing Development Organization. In this role, Clint developed program guidelines, supporting forms and documents, and tracking and monitoring systems to ensure compliance with HOME regulations. Clint is currently advising the City in the development of its HOME- ARP Allocation Plan and early program design.

Programs: HOME I HOME-ARP I Successor Housing Agency Client: Sophia Reyes, Director of Neighborhood Services, City of Palmdale 38250 Sierra Highway, Palmdale, CA 93550
[email protected] I (661) 267-5164
U.S. HUD Technical Assistance – Basically CDBG Training and Online e-Learning Curriculum Trainer I March 2016 – 2021
Clint was a co -trainer under contract to Enterprise Advisors for HUD’s live in -person Basically CDBG Trainings in New Orleans, Milwaukee, and Seattle (2017). Clint also worked with Enterprise and HUD Headquarters staff to produce the Basically CDBG Online e-learning curriculum that is currently posted to the HUDExchange.info website (2019-2020). Specifically, Clint wrote the content for the topical capacity building modules that followed the live video recordings and reviewed all content for consistency wit h current HUD policy and guidance. In 2020, Clint prepared CDBG-CV slide deck materials for HUD Headquarters to present during the initial round of CDBG-CV webinars. More recently, Clint presented the Basically CDBG-CV Public Services, National Objectives, and Other Federal Requirements virtual sessions during the 2022 HUD CARES Act Virtual Training Conference.

Programs: CDBG I Federal Crosscutting
Client: Diane Lobasso, Senior Advisor, HUD Office of DAS for Grants Programs 451 7th St. SW, Washington, D.C., 20410
[email protected] I (202) 402-2191

CLINT WHITED
Senior Vice President

PROJECT SPECIFIC EXPERIENC E

Assessment of Fair Housing, Cities of Paramount and Temecula Lead Consultant/Senior Vice President I January 2016 – June 2017 Clint prepared Assessment of Fair Housing documents for the Cities of Paramount and Temecula, California using HUD’s new planning framework designed to ensure that HUD grant recipients take meaningful actions, in addition to combating discrimination, that overcome patterns of segregation and foster inclusive communities free from barriers that restrict access to opportunity base d on protected characteristics. This work included an analysis of fair housing data, an assessment of fair housing issues and contributing factors, and an identification of fair housing priorities and goals. Clint facilitated robust citizen and stakeholder engagement through community meetings, focus groups, surveys, individual consultations with protected class representatives and advocacy groups. The resultant AFH documents were accepted by HUD and incorporated into each City’s 5-year Consolidated Plan and other local plans. Concurrent with this work, Clint also supported HUD Technical Assistance efforts through a subcontract with the National Association for Latino Community Asset Builders whereby Clint provided training and technical assistance to severa l other cities and counties similarly engaged in the development of AFH documents for the first time.

Programs: CDBG I HOME I Fair Housing and Equal Opportunity Client: Luke Watson, Deputy City Manager, City of Temecula 41000 Main Street, Temecula, CA 92590
[email protected] I (951) 694-6400
CDBG-DR and CDBG-MIT Grant Administration, Commonwealth of Puerto Rico Subject Matter Expert I September 2019 - Current
Mr. Whited served on the SME Policy Team and provided technical assistance and training to Commonwealth and subrecipient staff on a range of topics and programs, including housing, economic development, and infrastructure, national objectives and eligibility, DRGR, subrecipient oversight and monitoring, procurement, Section 3, MBE/WBE, Lead Based Paint, and Davis Bacon and Related Acts. Mr. Whited also developed extensive policies, procedures and workflows on these topics. These tasks were completed as a subcontractor to HORNE.

Programs: CDBG-DR I CDBG-MIT
Client: Ryan Flanery, Director of CDBG-DR Compliance, HORNE Puerto Rico Avenida Juan Ponce de León, Hato Rey, PR 00917
[email protected] I (727) 510-9588

David has assisted cities , counties and states with the design, administration, implementation, and oversight of housing and community development programs – primarily through HUD CPD Programs. Provided services include the oversight of subrecipients, contractors, and internal departments to ensure regulatory compliance in their program implementation. He also provided CDBG -DR technical assistance to grantees, is a HUD national Technical Assistance provider and trainer on behalf of the DRGR system, is part of the HUD Ask a Question DRGR response team and conducted DRGR training in Spanish for the Commonwealth of Puerto Rico.

Areas of specialization include review of client’s programmatic and financial systems, preparation of policies and procedures, development of implementation tools, forms, and mechanisms to assist the grantee in documenting process and compliance in addition to establishing performance and financial monitoring systems.

PROJECT SPECIFIC EXPERIENC E

State of California - CDBG-CV and ESG-CV Technical Assistance Subject Matter Expert – Training Team Lead I March 2021 - Current David developed training and capacity building materials for units of local government (UGLGs) and subrecipients under the State of California’s $150 Million Community Development Block Grant – CV (CDBG-CV) and $315 Million Emergency Solutions Grant – CV (ESG-CV) programs funded by HUD in response to the COVID -19 pandemic. Training and capacity building was provided on the rules, regulations, and requirements of the CDBG -CV and the ESG -CV programs to State staff as well as subrecipients, and contractors receiving CDBG-CV and ESG -CV funds. He supported the Stat e in designing tools, templates, and resource guides to support implementation of the CDBG -CV and ESG -CV programs ; and provided technical assistance and performed QA/QC of program resources.

Programs: CDBG Admin. I HOME Admin. I Housing Rehab Admin. I CDBG-CV I ESG-CV
Client: Felicity Gasser, Section Chief
California Department of Housing and Community Development 2020 W. El Camino Avenue, Suite 200, Sacramento, CA 95833 [email protected] I (916) 820-1187
U.S. Department of Housing and Urban Development - Disaster Recovery Grant Reporting (DRGR) Technical Assistance
Subject Matter Expert – Trainer & TA Provider I May 2018 - Current David was a co-trainer under contract to TDA Inc. for HUD’s in-person Disaster Recovery Grant Reporting (DRGR) system trainings including training in Spanish for the Commonwealth of Puerto Rico. In addition, he provided on-line training on the DRGR system to grantees across the country participating remotely. He is a drafter/reviewer on the Ask A Question (AAQ) portal for the DRGR system. In addition, he assisted in the development of the DRGR User Manual reflecting the updates performed to the reporting system through release 8.0.

Programs: DRGR Reporting System
Client: Steven D. Edwards, CPD Specialist, HUD
451 7th Street SW, Washington, D.C., 20410
[email protected] I (803) 765-5292

DAVID MUÑOZ
Vice President

AREAS OF EXPERTISE
Grants Management
HUD CPD Programs
Disaster Recovery Programs
CARES Act
Disaster Recovery Grant
Reporting (DRGR) System

YEARS OF EXPERIENCE
12 Years

EDUCATION
B.A. Politics and International
Affairs
Wake Forest University

WORK HISTORY
LDM Associates, Inc.
2018 - Present
2014 - 2018 (part time)
Congressional Hispanic
Leadership Institute – Global
Leaders Fellow
2018
Winston-Salem Poverty
Thought Force
2016 - 2017
Fundación Chile 21 –
Research Assistant Intern
2015

cif
DAVID MU ÑOZ
Vice President

PROJECT SPECIFIC EXPERIENC E

City of Hawthorne (plus various other cities), HUD CPD Programs Administration/ Housing & Commercial Rehab Administration
Program Manager – Manager I June 2018 - Current
David has provided program administration services to the City of Hawthorne in addition to multiple other grantees / particip ating jurisdictions. His services to Hawthorne have supported the improvements to a number of community facilities and infrastructure projects in the low - and moderate -income sections of the community. He has assisted in the implementation of a housing rehabilitation program utilizing HOME program funds that resulted in the rehabilitation of over 60 homes. In addition, he ha s designed and assisted in the implementation of a commercial rehabilitation program in the City’s core commercial district that serves the low- and moderate-income community. In this role, he has developed program guidelines, supporting forms and documents, and tracking and monitoring systems for all programs to ensure compliance with CDBG and HOME regulations. David is also currently overseeing MDG program staff implementing these programs in cities across Southern California.

Programs: CDBG I HOME I Housing Rehabilitation I Commercial Rehabilitation I CDBG-CV I HOME ARP Client: Kimberly Mack, Director of Housing, City of Hawthorne 4455 West 126th Street, Hawthorne, CA 90250
[email protected] I (310) 349-1603
Puerto Rico - Disaster Recovery Monitoring and Compliance Technical Assistance Subject Matter Expert – Manager I September 2019 – Current David provided monitoring and general disaster recovery grant compliance technical assistance to the Commonwealth of Puerto Rico through the Puerto Rico Department of Housing (PRDOH) , on behalf of the $18.4 billion in CDBG-DR and CDBG-MIT funding from HUD in response to the devastation resulting from the 2017 Hurricane Maria. He worked as a sub-consultant to HORNE LLP in assisting the Commonwealth with developing a monitoring strategy, risk analysis, and providing training to the Commonwealt h staff on every aspect of monitoring subrecipients and contractors responsible for implementing projects and programs contained in the CDBG-DR and CDBG-MIT Action Plan. Training included onsite and remote training on HUD monitoring exhibits, contractor and subrecipient oversight, 2 CFR 200 and other statutory and regulatory requirements, scheduling and conducting onsite and desktop monitoring events, preparing monitoring reports, and working with monitored entities to resolve open findings. He also assists the Commonwealth with preparing for HUD monitoring events , inclusive of reviewing and assessing existing monitoring processes for the purpose of strengthening oversight of all funded projects and programs , and preparing for HUD monitoring events. He also provided multiple trainings for Commonwealth staff and participated in several onsite and remote contractor, subrecipient and internal training events.

Programs: CDBG-DR I CDBG-MIT I OMB 2 CFR Part 200 Client: Ryan Flanery, Director of CDBG-DR Compliance, HORNE Puerto Rico 269 Avenida Juan Ponce de León, Hato Rey, PR 00917
[email protected] I (727) 510-9588

DAVID MU ÑOZ
Vice President

PROJECT SPECIFIC EXPERIENC E

City of Rancho Cucamonga (plus various other cities), Consolidated Plan and Assessment of Fair Housing Program Manager I June 2018 - Current
David prepared the Consolidated Plan and Assessment of Fair Housing (AFH) documents for the Cit y of Rancho Cucamonga in addition to various other cities. In the development of the Consolidated Plan and the Assessment of Fair Housing, he used HUD’s new planning framework designed to ensure that HUD grantees take meaningful actions, in addition to combating discrimination, that overcome patterns of segregation and foster inclusive communities free from barriers that restrict access to opportunity based on protected characteristics. This work included analyses of fair housing data, assessments of fair housing issues and contributing factors, and an identification of fair housing priorities and goals.

His active participation in structuring and conducting community meetings and stakeholder focus groups for both documents underscored his commitment to inclusive engagement, ensuring that diverse perspectives from low- and moderate-income residents and members of protected classes were incorporated into planning efforts. Concurrent with this engagement strategy, he developed and prepared outreach materials such as notices, flyers, social media campaigns, and presentations in English and Spanish.

Through his proficiency in data analytics the foundation for preparation of the AFH and Consolidated Plan was established , by providing invaluable insights into community conditions and needs, thereby facilitating informed decision -making throughout the resource programming and approval processes. Furthermore, he supported the City by crafting strategic investment strategies that address the community’s highest priority needs.

Programs: CDBG I HOME I ESG I Fair Housing and Equal Opportunity Client: Flavio Nuñez
City of Rancho Cucamonga, Economic Development Department 10500 Civic Center Drive, Rancho Cucamonga, CA 91730
[email protected] I (909) 774-4313

Keri is a highly experienced local government professional with 21 years of expertise in housing and community development . She has a proven track record of implementing a diverse range of funding programs, successfully creating and expanding housing and supportive services for low -income families, nonprofits, and small businesses. Her responsibilities included managing over $58 million in Federal, State, and local funds for programs in Orange County.

PROJECT SPECIFIC EXPERIENC E

HUD CPD Program Management
Manager I 2022 - 2025
Keri managed a team responsible for HUD programs, including the Community Development Block Grant (CDBG) and HOME Investment Partnerships (HOME) programs, as well as State CDBG-CV, and ARPA/HOME-ARP programs. Funds were used to support C ity infrastructure projects and ADA improvements to public buildings; development of affordable housing, homebuyer assistance programs, homeowner rehabilitation, and tenant-based rental assistance.

Keri oversaw the process to update the C ity’s Consolidated Plan, Annual Action Plan, and Analysis of Impediments of Fair Housing Choice (collectively Plans). Keri retained and oversaw the work of consultants to draft the Plans, obtain and analyze data on population, housing cost and housing cost burden, fair housing, and other information to assist in identifying City priorities and developing strategic plans for the 2025-2029 Plan cycle.

Keri and staff managed a portfolio of housing created through the City’s policies , ensuring compliance with occupancy and rent restrictions for rental units, and occupancy and price restrictions on initial and future resales of homes.

Programs: CDBG I HOME I ESG I CDBG-CV
Client: City of Irvine

KERI BULLOCK
Manager

AREAS OF EXPERTISE
Grants Management
HUD Programs
HHAP Funding
CARES Act – ARPA
Community Outreach

YEARS OF EXPERIENCE
21 Years

CERTIFICATIONS/TRAINING
Certificate in Public Employee
Leadership Development,
CSUF
Introduction to Economic
Development Certificate,
CALED

EDUCATION
B.S. Economics
University of Southern
California
Master of Public Policy (MPP)
Pepperdine University

WORK HISTORY
LDM Associates, Inc.
2025 - Present
City of Irvine
2018 - 2025
City of Brea
2011 - 2018
Rosenow Spevacek Group
(RSG) 2006-2011

KERI BULLOCK
Manager

PROJECT SPECIFIC EXPERIENC E

The Tracks at Brea Trail
Project Manager and Grant Writer I 2011 – 2018
The City of Brea successfully transformed an abandoned Union Pacific right -of-way into the four -mile “Tracks at Brea” trail, which runs through the center of the city and connects to the 66 -mile OC Loop. This award -winning project, conceived in 2007, was completed in six segments by 2018, requiring years of strategic planning, public outreach, and extensive collaboration with community volunteers and supportive organizations. A crucial factor in the project’s success was the acquisition and implementation of number state and federal grants, totaling $17.5 million, which funded the majority of the initiative. Keri was responsible for writing, receiving, and managing these grants, and oversaw the completion of the trail’s initial six segments. The continuation of the Tracks at Brea trail has been designated as a top priority by the City Council in their 2023-25 budget.

Programs: Housing Related Parks Grant I EPA Brownfield Cleanup Grant I Active Transportation Program I Land and Water Conservation Fund I Mobile Source Air Pollution Reduction Committee (MSRC) I Clean Transportation Funding
Client: Marie Dao, Senior Management Analyst, City of Brea 1 Civic Center Plaza, Brea, CA 92821
[email protected] I (714) 990-7600
Irvine Recovery Plan Grant Program
Project Manager I 2021 - 2025
The City of Irvine allocated a portion of its American Rescue Plan Act (ARPA) funding to establishing a grant program for non -profit organizations. These grants, provided over two years, supported organizations delivering services and programs to the Irvin e community across three categories: Vulnerable Populations, Emerging Nonprofits, and Small Business. Keri was responsible for overseeing the program’s design, the formation of the Subcommittee, the Notice of Funding Availability (NOFA) process, result ing in the awarding of grants and the overall implementation of the program.

Programs: American Rescue Plan Act (ARPA)
Client: Brian King, Assistant City Manager, City of Irvine 1 Civic Center Plaza, Irvine, CA 92623
[email protected] I (949) 724-7000
State of California Homeless Housing, Assistance, and Prevention (HHAP) Grant Program Project Manager I 2022-2025
In 2022, the City of Irvine became eligible for Homeless Housing, Assistance, and Prevention (HHAP) funding. Keri successfull y established a collaborative partnership with the Cities of Santa Ana and Anaheim to complete funding requests for various homelessness programs, including street outreach, case management, and rental assistance. Furthermore, Keri forged strong partnerships with local organizations, including Irvine Valley College, Stand Up For Kids, Orange County Asian Pacific Island ers Community Alliance and Jamboree Housing to effectively implement the HHAP funding within the Irvine Community.

Programs: HHAP Grant Funds
Client: Valeria Ramos, Senior Management Analyst, City of Irvine 1 Civic Center Plaza, Irvine, CA 92623
[email protected] I (949) 724-7000

KERI BULLOCK
Manager

PROJECT SPECIFIC EXPERIENC E

One Irvine Grant and Loan Programs – City of Irvine
Project Manager I 2018 - 2024
Keri was hired by the City of Irvine in 2018 with the specific objective of designing and launching the “One Irvine” Program. She initiated the program by conducting community outreach to identify the pilot neighborhood within the city. In 2021 the program received American Rescue Plan Act (ARPA) funding, which enabled the development of grant and loan programs, as well as a temporary waiver or ‘holiday’ of permit fees. Keri undertook extensive marketing and outreach efforts to inform residents about these available resources. The “One Irvine” program has since expanded citywide and has proven highly successful in promoting sustainable improvements in older homes throughout the City.

Programs: ARPA I City funds
Client: Brian King, Assistant City Manager, City of Irvine 1 Civic Center Plaza, Irvine, CA 92623
[email protected] I (949) 724-7000
Affordable Housing Development – Cartwright Family Apartments Manager I 2022 - 2025
The Cartwright Family Apartments includes 60 units with a preference for those who live or work in the City of Irvine, the first project in the City to include this local preference. Six units have been set aside for veterans, and all units are income -restricted. Keri and her key housing staff worked directly with the developer to ensure that all appropriate and available funds were utilized to ensure this worthy project came to fruition. Construction is nearing completion.

Programs: HOME I PLHA
Client: Todd Cottle, Principal, C&C Development Co.
14211 Yorba Street, Suite 200, Tustin, CA 92780
[email protected] I (714) 269-8848
Eviction Prevention Learning Lab – National League of Cities Program Manager I 2024 - 2025
National League of Cities, in partnership with Standford Legal Design Lab, launched the Eviction Prevention Learning Lab (EPLL) in 2024. This effort is a nationwide peer -to-peer network for cities and their partners to gain exposure to best practices, poli cies, and tools to prevent evictions in their communities. The City of Irvine was selected as one of ten cities to participate and collaborate with others. In addition to the rental assistance the City was already utilizing, eviction diversion is a holisti c combination of services that divert landlord-tenant disputes away from eviction filings or court proceedings. Lessons learned included legal strategies, important partnerships, landlord engagement, and tenant education. Keri served as the lead City staff member to participate in this valuable learning opportunity.

Programs: HHAP
Client: Hannah Olsen, Program Manager, National League of Cities 660 N. Capitol Street NW, Washington, DC 20001
[email protected] I (877) 827-2385

Laurie was a local government professional working with Federal, State, and local government programs over the last 34 years. She implemented a variety of funding programs to create and expand housing and supportive services programs for low - income families, and improve government infrastructure and not-profit facilities, such as improvements to homeless shelters. She was responsible for reporting to Federal and State Departments, including the submittal of Consolidated Plans, Annual Action Plans, and Analysis of Impediments to Fair Housing Choice to HUD.

Laurie is a strong organizational leader and was responsible for over $94 million in Federal, State, and local funds for a variety of programs in Santa Barbara County. She has fostered positive internal and external partnerships, including with local County and City administrators, State program representatives and representatives of Federal Departments of HUD, Treasury, and the Environmental Protection Agency. She is successful in building strong collaborative relationships.

PROJECT SPECIFIC EXPERIENC E
HUD CPD Program Management
Manager I 2013 - 2024
Laurie managed a team responsible for HUD CPD programs, including the Community Development Block Grant (CDBG) and HOME Investment Partnerships (HOME) programs, as well as State NPLH, PLHA, CDBG -DR, CDBG-CV and Federal Treasury and EPA programs.

Funds were used to support County infrastructure projects and ADA improvements to public buildings; improvements to non -profit facilities, such as homeless shelters, development of affordable housing, homebuyer assistance programs, homeowner rehabilitation, tenant-based rental assistance, and micro-enterprise and small business assistance.

Laurie oversaw the process to update the County’s Consolidated Plan, Annual Action Plan, and Analysis of Impediments of Fair Housing Choice (collectively Plans) over two 5-year Plan cycles. Laurie retained and oversaw the work of consultants to draft the Plans, obtain and analyze data on population, housing cost and housing cost burden, fair housing, and other information to assist in identifying County priorities and developing strategic plans for the 2015-2019 and 2020 -2024 Plan cycles. Laurie directly o rganized public meetings and professional consultations for Plan input, created surveys and tabulated data.

Laurie oversaw the County’s Inclusionary Housing Program, working with senior staff to ensure that developers met affordable housing requirements or pay in -lieu fees. Laurie and staff managed a portfolio of housing created under the ordinance, ensuring com pliance with occupancy and rent restrictions for rental units, and occupancy and price restrictions on initial and future resales of homes.

Programs: CDBG I HOME I CDBG-DR I CDBG-CV
Client: Joe Dzvonik, Deputy Director, Housing & Comm. Dev., Santa Barbara County 123 E. Anapamu St., Suite 202, Santa Barbara, CA 93101
[email protected] I (805) 568-3523
LAURIE V. BAKER
Manager

AREAS OF EXPERTISE
Grants Management
HUD CPD Programs
Housing Finance Programs
CARES Act
Inclusionary Housing

YEARS OF EXPERIENCE
34 Years

CERTIFICATIONS/TRAINING
Housing Development
Finance Professional, NDC
HOME - Regulations

EDUCATION
B.S. Organizational Mgmt.

Colorado Christian University

WORK HISTORY
LDM Associates, Inc.
2024 - Present
County of Santa Barbara
2013 - 2024
Arapahoe County
2011 - 2013
Aurora Housing Authority
2009 - 2011
County of Denver
2000 - 2009

LAURIE V. BAKER
Manager

PROJECT SPECIFIC EXPERIENC E

State of California –Disaster Recovery and Mitigation Grant Multifamily Housing Program Subject Matter Expert I June 2024 – Current
Laurie supports the Multifamily Housing Program working group implementing the 2017, 2018, and 2020 disaster recovery and mitigation multifamily housing development programs. She helps apply the CDBG -DR regulatory framework and Federal Register notices to program design and implementation. She supported development of program policies, procedures, and underwriting standards and contributed to the commitment of more than $285M to 26 California cities and counties to develop more than 2,00 0 housing units to r eplace those lost to wildfires. In this capacity, she developed standard operating procedures; supporting forms and documents; checklists; and tracking systems. She provides technical assistance to newly assigned disaster recovery staff, subrecipients, and developers on multifamily housing development and crosscutting requirements (procurement, Section 3, MBE/WBE).

Programs: CDBG – Disaster Recovery
Client: Jessica Hayes, Disaster Recovery Branch Chief, Housing and Community Development 2020 West El Camino Avenue, Sacramento, CA 95833
[email protected] (916) 620-3760
City of Paramount – HOME, HOME ARP, and PLHA Grant Administration Project Manager I September 2024 - Current
Laurie provides program administration and implementation services for the HOME Investment Partnerships Program (HOME), HOME American Rescue Plan (HOME-ARP), and the Permanent Local Housing Allocation (PLHA) Program to the City of Paramount and two additional participating jurisdictions. She prepared a HOME-ARP Allocation Plan to inform the City’s use of awarded funds and developed the Action Plan and associated program guidelines. Laurie also prepared the Request for Proposals for the use o f HOME-ARP funds and continues to monitor funded activities to ensure compliance with HOME, HOME-ARP, and PLHA requirements.

In addition, she designed and is currently implementing the City’s PLHA -funded First -Time Homebuyer Program for low - and moderate-income households, including the development of program guidelines, supporting forms and documentation, and a tracking and monitoring system for grant-assisted properties.

Programs: HOME I HOME - ARP I PLHA
Client: John King, Planning Director, Community Development Dept., City of Paramount 16400 Colorado Avenue, Paramount, CA 90723
[email protected] I (562) 220-2049

LAURIE V. BAKER
Manager

PROJECT SPECIFIC EXPERIENC E

Emergency Rent and Emergency Business Assistance Programs Program Manager I June 2021 – September 2023
Laurie led efforts to prevent homelessness and business closures by implementing emergency financial assistance programs during the COVID-19 national health emergency. She oversaw the work of subrecipients - County Housing Authority, United Way of Southern Santa Barbara County, and the Santa Barbara Foundation, which prevented evictions of over 4,600 households and assisted over 50 businesses to retain employees.

Programs: CARES Act and American Resue Plan Act
Client: Joe Dzvonik, Deputy Director, Housing & Comm. Dev., Santa Barbara County 123 E. Anapamu St., Suite 202, Santa Barbara, CA 93101
[email protected] I (805) 568-3523
Inclusionary Housing Program – City/County of Denver and Santa Barbara County Project Manager I 2000-2009 and 2013-2024
In Denver, Laurie oversaw homeownership projects from inception through the City’s planning process to completion, and managed compliance through the long -term affordability period. Denver had two programs: Developments of 5 or more housing units and large-scale developments, which included the redevelopment of Stapleton International Airport and Lowry Air Force Base. Large - scale developers could meet their inclusionary housing requirements via on -site and off-site developments, and by meeting certain percentage goals. Laurie and staff oversaw the resales of homes under Denver’s portfolio, which involved over 17 different resal e formulas.

Santa Barbara County also had multiple resale restrictions, including equity sharing and resale formulas. Laurie and staff worked with sellers, buyers, real estate agents, lenders, appraisers, attorneys, and title companies to ensure homes were sold at affordable prices to qualified buyers for the duration of the affordability periods.

Programs: CDBG-CV I ESG-CV
Client: Joe Dzvonik, Deputy Director, Housing & Comm. Dev., Santa Barbara County 123 E. Anapamu St., Suite 202, Santa Barbara, CA 93101
[email protected] I (805) 568-3523
State of California – No Place Like Home Program
Program Manager I 2018 – 2020
Laurie worked with Santa Barbara County’s Behavioral Wellness Dept. (BeWell) to collaborate on the implementation of the Stat e NPLH program. She worked with BeWell to solicit and award County NPLH funds to housing development projects that created new housing opportunities for homeless persons with mental health diagnoses. Laurie’s housing staff underwrote the projects and BeWell provides ongoing mental health services to persons housed in NPLH units.

Programs: State NPLH Funds
Client: Felicity Gasser, Section Chief, California Department of Housing and Community Development 2020 W. El Camino Avenue, Suite 200, Sacramento, CA 95833 [email protected] I (916) 820-1187

Over the past eight years, Marc has led the company’s labor compliance and Section 3 monitoring program. The labor compliance monitoring has included both State of California as well as the federal Davis -Bacon and Related Acts (DBRA). Marc has been responsible for labor compliance monitoring for over fifteen cities and over 30 projects over that same time period. Marc focuses on implementing monitoring strategies to assist cities and contractors through the various labor compliance regulations imposed by federal and state grants.

Marc is responsible for ensuring that all contractors and subcontractors are well informed of the reporting requirements during the pre-bid and pre-construction meetings.

He is responsible for collecting, reviewing, and working with contractors on ensuring that all workers are paid prevailing wages as established by the regulatory agencies.

PROJECT SPECIFIC EXPERIENC E

City of Irvine – Bommer Canyon Community Park Rehabilitation Project Lead Compliance Consultant I 2021-2023
Marc provided the overall labor compliance and Section 3 monitoring for the project. The Bommer Canyon project entailed the construction of new buildings, utility improvements, accessibility improvements, landscaping and irrigation (including new sewer line). Marc was responsible for Davis -Bacon and Related Acts (DBRA) prevailing wage comp liance and monitoring, including bid document preparation, HUD-11 employee field interviews, review of certified payroll reports, identification and resolution of any labo r standard violations as well as MBE/WBE and Section 3 reporting and compliance. Marc also coordinated the preparation of and the submission of the Semi-Annual and Annual reports to local counties and U.S Department of Housing and Urban Development (HUD).

Programs: CDBG
Client: Stacy Delong, Senior Project Manager, City of Irvine 1 Civic Center Plaza, Irvine, CA 92606
[email protected] I (949) 473-1237
City of Temecula – ADA Compliance for Pavement Rehab Program – West Side Business Park Area
Lead Compliance Consultant I 2021-2022
Marc provided the overall labor compliance and Section 3 monitoring for the project. The ADA Compliance for Pavement Rehab Program – West Side Business Park Area project consisted of removing existing sidewalk ramps and replacing them with ADA compliant access ramps.

Marc was responsible for Davis-Bacon and Related Acts (DBRA) prevailing wage compliance and monitoring, including bid document preparation, HUD -11 employee field interviews, review of certified payroll reports, identification and resolution of any labor standard violations as well as MBE/WBE and Section 3 reporting and compliance. Marc also coordinated the preparation of and the submission of the Semi-Annual and Annual reports to local counties and U.S Department of Housing and Urban Development (HUD).

Programs: CDBG
Client: Shawna Bennetts, Associate Civic Engineer, City of Temecula 41000 Main St, Temecula, CA
[email protected] I (951) 506-5167

MARC HUGHES
Senior Associate

AREAS OF EXPERTISE
Labor Compliance
Section 3 Requirements
Davis-Bacon and Related Acts
(DBRA)

YEARS OF EXPERIENCE
8 Years

CERTIFICATIONS/TRAINING
HUD Section 3 Final Rule
DOL Bipartisan Law
Infrastructure
HUD Labor Compliance

EDUCATION
Mt. San Antonio Community
College
Walnut, CA

WORK HISTORY
LDM Associates, Inc.
2018 - Present

MARC HUGHES
Senior Associate

PROJECT SPECIFIC EXPERIENC E

City of Fontana – Miller Amphitheatre Parking Lot Expansion Project Labor Compliance Lead Consultant I 2019-2021
The Fontana – Miller Amphitheatre Parking Lot Expansion Project consisted of the expansion of the parking lot, adding new street lighting, curbs, gutters and ADA access ramps. Marc was responsible for Davis -Bacon and Related Acts (DBRA) prevailing wage compliance and monitoring, including bid document preparation, HUD -11 employee field interviews, review of certified payroll reports, identification and resolution of any labor standard violations as well as MBE/WBE and Section 3 reporting and compliance.

Marc also coordinated the preparation of and the submission of the Semi-Annual and Annual reports to local counties and U.S Department of Housing and Urban Development (HUD).

Programs: CDBG
Client: Kimberly Young, Senior Civil Engineer, City of Fontana 8353 Sierra Avenue, Fontana, CA 92336
[email protected] I (909) 350-7632
City of Temecula – Old Town Boardwalk Enhancement
Labor Compliance Consultant I 2019-2021
The Temecula – Old Town Boardwalk Enhancement project consisted of replacing existing planks on the boardwalk to expand the width and adding trees with cast iron grates at various location on Old Town Front Street. Marc was responsible for Davis -Bacon and Related Acts (DBRA) prevailing wage compliance and monitoring, including bid document preparation, HUD-11 employee field interviews, review of certified payroll reports, identification and resolution of any l abor standard violations as well as MBE/WBE and Section 3 reporting and compliance. Marc also coordinated the preparation of and the submission of the Semi-Annual and Annual reports to local counties and U.S Department of Housing and Urban Development (HUD).

Programs: CDBG
Client: William Becerra, Associate Engineer II, City of Temecula 41000 Main St, Temecula, CA 92590
[email protected] I (951) 693-3963

Cost Proposal

City
Exhibit
J

18 D

COST PROPOSAL

COST PROPOSAL
LDM Associates, Inc. (LDM) proposes providing consultant and technical assistance services for Consolidated Plan grant programs based on the scope of work in the Request for Proposal (RFP) on a time-and-materials basis, with compensation not to exceed a contract price of $399,250.00 for the maximum five (5) year period covered by the RFP.

Under this approach, the City will be billed only for actual hours worked at agreed -upon hourly rates, up to the not-to-exceed amount. LDM will track staff time by functional tasks and program activity, allowing the City to clearly associate administrative costs with program output.

This structure ensures cost reasonableness and accountability while allowing the City to scale services up or down based on funding availability and demand. This structure also avoids unnecessary fixed costs during periods of lower program activity.

LDM anticipates requiring between 540 and 620 staff hours per year to provide the required technical assistance and program administration support for the programs shown in Table D-1 – Cost Proposal, which provides the not-to-exceed annual cost on a per-program basis. The hourly bill rates by staff classification are provided in Table D-2 – Schedule of Bill Rates.

Table D-1: Cost Proposal

Program Year 1 Year 2 Year 3 Year 4 Year 5

1. Community Development Block Grant
(CDBG) $52,500 $55,000 $57,500 $60,000 $62,500

2. Community Development Block Grant
– Coronavirus (CDBG-CV) $2,000 $0* $0* $0* $0*

3. Home Investment Partnerships
(HOME) $12,000 $12,000 $13,500 $15,000 $15,000

4. Neighborhood Stabilization Program
(NSP) $2,500 $2,500 $0* $0* $0*

5. HUD HOME American Rescue Plan
(HOME-ARP) $8,000 $8,000 $9,000 $5,000 $2,500

6. U.S. Treasury Coronavirus State and
Local Fiscal Recovery Funds (SLFRF) $2,500 $2,250 $0* $0* $0*

Annual Total: $79,500 $79,750 $80,000 $80,000 $80,000
*LDM anticipates this one-time funding program to be closed out in the prior year.

19 Table D-2: Schedule of Bill Rates

Team Member
PY
2026-27
PY
2027-28
PY
2028-29
PY
2029-30
PY
2030-31
President/Sr. Exec. Vice-President $179.00 $184.00 $190.00 $196.00 $202.00 Vice-President $169.00 $173.00 $179.00 $185.00 $191.00 Senior Director $163.00 $167.00 $172.00 $177.00 $183.00 Director $158.00 $162.00 $167.00 $172.00 $178.00
Deputy Director $142.00 $146.00 $151.00 $156.00 $161.00 Manager $127.00 $130.00 $134.00 $138.00 $143.00
Deputy Manager $120.00 $123.00 $127.00 $131.00 $135.00
Senior Associate $114.00 $117.00 $121.00 $125.00 $129.00 Associate $103.00 $106.00 $110.00 $114.00 $118.00
Senior Analyst $84.00 $86.00 $89.00 $92.00 $95.00
Analyst $79.00 $81.00 $84.00 $87.00 $90.00
Secretary $56.00 $58.00 $60.00 $62.00 $64.00
**Program year is defined as July 1 to June 30 of the following year.

City Council Staff Report

DATE: JULY 7, 2026

TO: HONORABLE MAYOR AND CITY COUNCIL

FROM: HUMAN RESOURCES DEPARTMENT

DISTRICT: ALL

SUBJECT: ADOPT RESOLUTION NO. CC 2026 -042, A RESOLUTION OF THE

CITY COUNCIL OF THE CITY OF PALMDALE ADOPTING UPDATES
TO THE CITY’S SALARY AND BENEFITS POLICY, SUPERSEDING
RESOLUTION NO. CC 2024-060

RECOMMENDATION

Staff recommend that the City Council:

1. Adopt Resolution No. CC 2026-042, a Resolution of the City Council of the City of Palmdale adopting updates to the City’s Salary and Benefits Policy, superseding Resolution No. CC 2024-060.

BACKGROUND

The City periodically updates its Salary and Benefits Policy to ensure compliance with state and federal laws, maintain internal consistency, and reflect current organizational practices. The last comprehensive update occurred in June 2024, and several provisions now require revision to align with legal mandates, operational needs, and modern employment standards.

DISCUSSION

The proposed updates to the City’s Salary and Benefits Policy are part of the City’s ongoing effort to maintain a mo dern, consistent, and legally compliant personnel framework. Over the past year, staff conducted a comprehensive review to identify inconsistencies, outdated provisions, and areas requiring clarification. This review was prompted by recent changes in state and federal labor laws and evolving organizational needs.

The revisions to the Salary and Benefits Policy reflect current labor market conditions, internal equity analyses, and adjustments to ensure competitive compensation for recruitment and retention. Several sections were also updated to clarify benefit eligibility, Report to Mayor and City Council
Re: Adopt Resolution No. CC 2026-042
July 7, 2026

Page 2 ends

leave accruals, specialty pays, and other provisions. These updates help ensure fairness, transparency, and operational consistency. These changes modernize the City’s personnel policies and provide clear guidance to both employees and supervisors.

The Salary and Benefits Policy is a key component of the City’s strategic plan to attract and retain talent. A dedicated policy underscores the importance of these elements and highlights the City’s commitment to offering compelling and comprehensive packages.

FISCAL IMPACT

$0; There is no fiscal impact directly associated with this action. Any fiscal impacts associated with revised salary ranges or benefit structures have been included in the FY 2026-27 Annual Budget.

STRATEGIC PLAN

Goal IV: Maintain a desirable community where everyone wants to live, work, and play.

C. Invest in staff and other human resource strategies to attract and retain a highly qualified, diverse, and creative workforce.

Prepared by: Yvette Barrios, Director of Human Resources Certified as to availability of Funds: Janelle Samson, Deputy City Manager Approved by: Salvador Mendez, City Manager
Approved as to form: Alexandra Severino, City Attorney

ATTACHMENTS

Reso. No. CC 2026-042
Salary and Benefits Policy

CITY COUNCIL

CITY OF PALMDALE, CALIFORNIA
RESOLUTION NO. CC 2026-042

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
PALMDALE ADOPTING UPDATES TO THE CITY ’S SALARY AND
BENEFITS POLICY, SUPERSEDING RESOLUTION NO. CC 2024 -
060

WHEREAS, the City of Palmdale (“City) previously adopted policies, rules, regulations, and resolutions related to salary and benefits of employment at the City of Palmdale; and

WHEREAS, the City of Palmdale (“City) periodically reviews its Salary and Benefits Policy to ensure compliance with applicable federal, state , and local law s and regulations; and

WHEREAS, the City Council of the City of Palmdale desires and intends to modify certain sections of the policies, rules, regulations & resolutions related to salary and benefits of employment; and to supersede any conflicting provisions contained within prior policies, rules, regulations & resolutions relating to salary and benefits.

NOW THEREFORE, BE IT RESOLVED THE CITY COUNCIL OF THE CITY OF

PALMDALE HEREBY DOES HEREBY FIND, DETERMINE, RESOLVE AND ORDERS AS FOLLOWS:

Section 1: Salary and Benefits Policy is established as set forth in Exhibit A.

Section 2: Any and all prior policies, rules, regulations, and resolutions which are in direct conflict with the policies, rules, and regulations set forth in Exhibit A shall be superseded by the policies set forth in Exhibit A.

Section 3: The City expressly reserves the right, in its sole discretion, at any time and from time to time, but upon a non -discriminatory basis, to amend or rescind any provision of this Resolution or any benefits or salary provisions, or to terminate any benefits or salary provisions.

Section 4: This Resolution shall become effective immediately upon its passage.

Section 5: The City Clerk shall certify to the adoption of this resolution.

\
\
\

PASSED AND ADOPTED

PASSED, APPROVED and ADOPTED this 7th day of July, 2026.

________________________________
Eric Ohlsen, Mayor

APPROVED AS TO FORM: ATTEST:

___________________________ _________________________________ Alexandra Severino Rochelle Scott, City Clerk
City Attorney

I, Rochelle Scott, City Clerk of the City of Palmdale, California, do hereby certify that the foregoing resolution was duly passed, approved, and adopted by the City Council of the City of Palmdale at a regular meeting of said Council held on the 7th day of July, 2026, by the following roll call vote:

AYES:

NOES:___________________________________________________________

ABSTAIN:______________________ABSENT:___________________________

Date:

Rochelle Scott, City Clerk

Salary and Benefits Policy
UPDATED July 7, 2026

Updated 07/07/2026
1 TABLE OF CONTENTS

DEFINITIONS ................................................................................................................. 3 SECTION 1 - PAY PLAN ................................................................................................ 9 Section 1-1 - Compensation ...................................................................................................................... 9 Section 1-2 - Changes in the Compensation Plan .................................................................................... 9 Section 1-3 - Compensation for Work Out of Classification/ Provisional Appointment ............................. 9 SECTION 2 - CLASSIFICATION PLAN ....................................................................... 10 Section 2-1 - Preparation of Classification Plan ...................................................................................... 10 Section 2-2 - Amendment and Revision of Plan...................................................................................... 10 Section 2-3 - Allocation of Positions ........................................................................................................ 10 Section 2-4 - New Positions .................................................................................................................... 10 Section 2-5 - Reclassification .................................................................................................................. 10 Section 2-6 - Use of Classification Title ................................................................................................... 11 SECTION 3 - TRANSFER, PROMOTION, DEMOTION, SUSPENSION, REDUCTION

IN PAY, REINSTATEMENT, DISCIPLINE, AND COMPLAINT POLICIES AND PROCEDURES ............................................................................................................. 11 SECTION 4 - PAID TIME OFF ...................................................................................... 11 Section 4-1 - Holidays ............................................................................................................................. 11 Section 4-2 - Annual Vacation Leave ...................................................................................................... 13 Section 4-3 - Sick Leave .......................................................................................................................... 14 Section 4-4 - Payment and Conversion of Accumulated Sick Leave ...................................................... 16 Section 4-5 - Jury Duty ............................................................................................................................ 16 Section 4-6 - Other Court Appearances .................................................................................................. 17 Section 4-7 - Bereavement/Reproductive Loss Leave ............................................................................ 17 Section 4-8 - Time for Voting ................................................................................................................... 18 SECTION 5 - OTHER TIME OFF .................................................................................. 18 Section 5-1 - Time Off To Attend School Activities ................................................................................. 18 Section 5-2 - Leave Related To Domestic Violence or Sexual Assault .................................................. 19 Section 5-3 - Crime Victims' Leave ......................................................................................................... 20 Section 5-4 - Other Time Off ................................................................................................................... 20 SECTION 6 - LEAVES OF ABSENCE ......................................................................... 20 Section 6-1 - General Provisions ............................................................................................................. 20 Section 6-2 - Family Care and Medical Leave ........................................................................................ 22 Section 6-3 - Pregnancy Disability Leave ................................................................................................ 37 Section 6-4 - Military Leave ..................................................................................................................... 39 Section 6-5 - Benefits Earned During A Leave of Absence Without Pay ................................................ 39 SECTION 7 – UNBENEFITED, SEASONAL PART-TIME AND VARIABLE-HOUR EMPLOYEE SALARIES, POLICIES AND FRINGE BENEFITS ................................... 39 Section 7-1 - Salary Increases ................................................................................................................ 39 Section 7-2 - Policies and Fringe Benefits .............................................................................................. 39 Section 7-3 - Policies and Fringe Benefits: All Employees ..................................................................... 40 SECTION 8 - EXEMPT EMPLOYEES .......................................................................... 40 Section 8-1 - Exempt Employees ............................................................................................................ 40 Section 8-2 - Exempt Employee Compensation...................................................................................... 40 Section 8-3 - Administrative Leave for Exempt Employees .................................................................... 41

Updated 07/07/2026
2 SECTION 9 - ADMINISTRATIVE INSTRUCTIONS/POLICIES ............................................................. 42 Section 9-1 - Additional Policies, Rules and Regulations ....................................................................... 42 Section 9-2 - Administrative Instructions, Policies, and Procedures ....................................................... 42 SECTION 10 - ANTI-HARASSMENT RULE ................................................................. 42 SECTION 11 - HEALTH AND SAFETY ........................................................................ 42 SECTION 12 - CALIFORNIA PUBLIC EMPLOYEES’ RETIREMENT SYSTEM (CalPERS) .................................................................................................................... 42 SECTION 13 – DEFERRED COMPENSATION ........................................................... 43

Updated 07/07/2026
3 DEFINITIONS

Allocation
The assignment of a position to a classification in accordance with the duties, authority, and responsibilities of the position.

Anniversary Date
The first workday an employee completes in the service of the City. When an employee is promoted or their position is reclassified , the employee’s anniversary date for salary review purposes will become the first workday the employee completes in the new or reclassified position.

Appointing Authority
The City Manager or his or her designee. The appointing authority may delegate all duties, responsibilities, powers, and authority granted him or her by this Policy and the administrative instructions, poli cies, regulations, procedures , or orders promulgated pursuant to this Policy.

Business Day
The City’s regular hours of operation are Monday through Thursday, 7:30 am – 6:00 pm.

City
The City of Palmdale.

Classification
A position or positions assigned to the same job title.

Classification Specification
A written description of a position , including but not limited to classification title, general statement of the required level of work, distinguishing features of work, examples of duties, and minimum qualifications required for the position.

Classified Service
All positions of employment in the service of the City, except for the following:

Updated 07/07/2026
4 A. Elected officers;
B. Individuals serving on boards, commissions and agencies; C. Individuals performing services under contract;
D. Individuals performing services during a declared emergency; E. Individuals appointed to unbenefited part-time positions; F. Volunteers;
G. City Manager;
H. Assistant City Manager;
I. Deputy City Manager;
J. Director
K. Director of Public Works
L. Deputy Director

Compensation
The rate of pay established for a position.

Compensatory Time
Time off from work in lieu of monetary payment for overtime work. (Commonly referred to as CTO)

Day
Calendar day unless otherwise specified.

Disciplinary Action
The dismissal, involuntary demotion, reduction in pay, or disciplinary suspension of a full-time employee for violation of the City’s rules, administrative policies, regulations, or procedures.

Demotion
Assignment of an employee from one position or classification in a pay range to a position/classification in a range that has a lower maximum rate of pay. A demotion may be voluntary or involuntary and may result from disciplinary or non-disciplinary action.

Updated 07/07/2026
5 Department
The organizational unit under the immediate charge of a Director.

Executive Employee
An individual assigned to any of the following clas sifications: Assistant City Manager, Deputy City Manager, Director, Director of Public Works, and Deputy Director.

Executive Employees are at-will employees who serve at the pleasure of the City Manager. As such, they may be disciplined by the City Manager at any time , and they may be dismissed at any time by the City Manager, with or without cause or notice. Further, City policies and procedures related to disciplinary procedures and their appeals do not apply to Executive Employees.

If an Executive Employee is involuntarily terminated or laid off by the City Manager, he or she will receive severance pay in accordance with the Benefits Resolution approved by the City Council (CC 2026-037). Executive Employees do not serve a probationary period.

Employee
An individual legally employed by the City and compensated through the City payroll for his or her services.

Exempt Employee
Exempt employees are paid on a salary basis and , based on the type and nature of their duties, are not subject to the overtime pay requirements of the law. Accordingly, exempt employees do not receive overtime compensation. Employees whose duties fall within the executive, administrative, and professional categories, as set forth in the Fair Labor Standards Act, are exempt from overtime compensation.

Full-Time Employee
An employee (as defined above) who has successfully completed the probationary period established for the position, who is employed for an indefinite period of time , and who is regularly scheduled to work at least 32 hours each workweek.

Furlough
The week between Christmas and New Year’s Day is an unpaid furlough, with the exception of Christmas Eve, Christmas Day, New Year’s Eve, and New Year’s Day, which Updated 07/07/2026
6 are paid City holidays. Employees may use their accrued leave (except sick time) in lieu of going without pay during the furlough.

Hours Worked
Hours during which an employee is performing their duties as directed by the City.

Immediate Family
The employee’s spouse/registered domestic partner and the parent or parent-in- law, child (biological, adopted, foster, stepchild, or legal ward) , grandparent, grandchild, sibling, or designated person in accordance with applicable law.

Leave of Absence
An approved absence from work as provided for by this Policy.

Merit Pay Increases
A discretionary increase in compensation which may be granted for meritorious service, completion of minimum prescribed periods of fully satisfactory employment, and continued improvement in performance.

Non-exempt Employees
Employees who are entitled to receive overtime compensation as provided by federal law and this Policy.

Overtime Work
Authorized work performed by a non-exempt employee in excess of forty (40) hours worked in the workweek. With the exception of holidays, overtime compensation shall be based on hours worked, not hours paid. If accrued banked time is used during the workweek, overtime compensation will be calculated at the straight-time rate. Holidays will be included in the calculation of “hours worked” for overtime purposes. For purposes of including holidays, the day the City observes the holiday will be considered, and not the date of the actual holiday.

Pay Range
One or more specific pay rates are assigned to a class of positions as the Updated 07/07/2026
7 compensation for that classification.

Position
The duties and responsibilities assigned to a job within a classification.

Probationary Employee
All full-time and promotional appointments shall be tentative and subj ect to a one (1) year probationary period . The appointing authority may not extend the probationary period. During the probationary period, an employee’s employment may be rejected at any time by the appointing authority without cause or notice and without the right of appeal. An employee must pass probation before applying for another City position, promotion, or requesting a transfer.

Provisional/Interim Appointment
The temporary/interim appointment of an employee who possesses the minimum qualifications established for a particular position, in the absence of available eligibles.

May be used to fill temporary vacancies resulting from a leave of absence.

Rules, Policies, Administrative Instruction, and Departmental Procedures The Administrative Instructions or Policies, Human Resources Rules & Regulations, Salary & Benefits Policy, and Departmental Procedures of the City of Palmdale.

Seasonal Unbenefited Part-Time Employee
An employee hired on a temporary variable-hour basis not to exceed 120 days.

The employee is at-will and, as such, accrues no status or rights in the position. Seasonal Unbenefited Part-time Employees do not serve a probationary period and are not subject to the disciplinary process.

Serious Health Condition
This term is the same as defined in the federal Family and Medical Leave Act and the California Family Rights Act.

Sick Leave
Time off with pay for employees. Sick leave may be used by employees who are Updated 07/07/2026
8 incapacitated by illness or injury, or public health requirements. Sick leave may also be used to care for immediate family members or a designated person.

Termination of Employment
The separation or end of an employee’s employment with the City of Palmdale as a result of a layoff, resignation, dismissal, rejection during probation, or other reason.

Unbenefited Part-Time Employee
An employee hired on a part -time basis. The employee is at -will and, as such, accrues no status or rights in the position. An Unbenefited part-time Employee may not work over 28 hours per week. Under no circumstances will a part -time employee work more than 960 hours per fiscal year, unless the position is excluded from the City’s contract with the California Public Employees ’ Retirement System (CalPERS).

Unbenefited Part-time Employees do not serve a probationary period and are not subject to the disciplinary process.

Variable Hour Unbenefited Employee
A Variable Hour Employee is expected to work at least 28 hours per week initially.

The period of employment at more than 30 hours per week is reasonably expected to be of a limited duration (e.g., summer season 12 -week period), and at their start date , it cannot be determined that the employee is reasonably expected to work on average at least 30 hours per week over the initial measurement period (calendar year). Under no circumstances will a Variable Hour Employee work more than 960 hours per fiscal year, unless the position is excluded from the City’s contract with th e California Public Employees’ Retirement System (CalPERS). Designating an employee as a Variable Hour Employee requires the Appointing Authority’s approval. Variable Hour Employees do not serve a probationary period and are not subject to the disciplinary process.

Workday
The scheduled number of hours an employee is required to work per day. An employee's workday may be modified by the appointing authority.

Updated 07/07/2026
9 Workweek
The seven -day period designated for the purpose of calculating overtime for nonexempt employees is as follows: for those employees on a four/ten schedule, and for those employees whose schedule is the traditional five days a week, the workweek begins at 12:01 a.m. Monday and ends at midnight on Sunday ; for those employees on a 9/80 schedule, the workweek begins at noon on Friday and ends at noon on the next Friday.

SECTION 1 - PAY PLAN

Section 1-1 - Compensation
The City’s compensation plan includes the hourly or monthly rates of pay adopted by the City and the assignment of positions to salary ranges. Unless otherwise provided, all rates of compensation shall be expressed as an hourly or monthly rate.

Section 1-2 - Changes in the Compensation Plan
Adjustments to the compensation plan may be recommended by the appointing authority and are contingent on the approval of the City Council.

Section 1-3 - Compensation for Work Out of Classification/ Provisional Appointment
With the approval of the Director of Human Resources, the Director may assign regular employees to a higher-level classification in the case of unusual extended leaves and/or vacancies of fifteen (15) consecutive calendar days or more as a professional growth and development opportunity. The employee must meet the minimum qualifications for the higher position in order to qualify for an out-of-class assignment. The assignment may last up to six (6) consecutive months. The Director of Human Resources may approve extending the length of an out -of-class assignment. The Director must present requests for an out -of-class assignment to the Director of Human Resources in advance and receive approval from the Director of Human Resources before the employee is appointed to a higher-level classification.

Employees appointed to an out -of-class assignment will be compensated with either a 5% increase or at Step A of the assigned classification, whichever is greater.

Benefit levels will remain unchanged for the duration of the out -of-class assignment.

Compensation changes will be effective on the first day of the third week of the out -of- Updated 07/07/2026
10 class assignment and continue through the end of the assignment.

SECTION 2 - CLASSIFICATION PLAN

Section 2-1 - Preparation of Classification Plan
The Director of Human Resources shall ascertain and record the duties and responsibilities of all positions in the classified service and shall recommend a classification plan for all positions in the classified service. The classification plan shall consist of classes of positions defined by class specifications and job titles. The classification plan shall be developed and maintained so that all positions with substantially similar duties, responsibilities, authority, and character of work are included within the same classification and that similar schedules of compensation apply to all positions in the same classification.

Section 2-2 - Amendment and Revision of Plan
The appointing authority may revise the classification plan whenev er he or she deems necessary, contingent upon approval by the City Council.

Section 2-3 - Allocation of Positions
Following the adoption of the classification plan, the Director of Human Resources shall assign each position to its appropriate classification based on duties and responsibilities. The appointing authority may change the allocation of positions.

Section 2-4 - New Positions
Except as directed by the appointing authority, no person shall be appointed or employed to fill a new position until the classification plan is amended to add the new position.

Section 2-5 - Reclassification
If the duties of the position change materially such that the position belongs in a different classification, Human Resources will review the position and , if appropriate, recommend to the City Manager and reallocate the position to the appropriate classification, contingent on City Council approval.

Updated 07/07/2026
11 Section 2-6 - Use of Classification Title
The title of the classification to which any position is allocated shall be used in all official personnel records and business transactions of the City.

SECTION 3 - TRANSFER, PROMOTION, DEMOTION, SUSPENSION, REDUCTION

IN PAY, REINSTATEMENT, DISCIPLINE, AND COMPLAINT POLICIES AND

PROCEDURES

The Appointing Authority shall establish and implement policies and procedures for recruitment, examination, appointment, probationary periods of employment, transfer, promotion, demotion, administrative suspension, reduction in pay, and reinstatement.

The Appointing Authority shall establish and implement disciplinary policies and procedures, and for the appeal thereof, in accordance with federal and state law. The policies established by the Appointing Authority may be overridden by City Council Resolution.

The Appointing Authority shall establish and implement policies and procedures for processing complaints in accordance with federal and state law. The policies established by the Appointing Authority may be overridden by City Council Resolution.

SECTION 4 - PAID TIME OFF

Section 4-1 - Holidays
The following are the paid holidays for regular full-time employees:

1. New Year’s Day

2. Martin Luther King Jr. Day

3. Presidents’ Day

4. Farmworkers’ Day (floating holiday)

5. Memorial Day

6. Juneteenth

7. Independence Day

8. Labor Day

9. Columbus Day (floating holiday)

10. Veterans Day

11. Thanksgiving Day

12. Day After Thanksgiving
Updated 07/07/2026
12 13. Christmas Eve

14. Christmas Day

15. New Year’s Eve
The dates on which each of the foregoing holidays is observed shall be determined by the City.

Generally, if any of the foregoing holidays fall on a Saturday or Sunday, the preceding Friday or the following Monday shall be observed as a holiday. All holidays will be paid in accordance with employees’ regular work schedules . An employee on unpaid leave is not eligible for holiday pay.

An employee eligible for floating holidays may use accumulated floating holidays at any time during employment upon the director’s approval. The City will keep a record of floating holiday use, accrual , and accumulation. If an employee terminates his or her employment with the City and has accumulated floating holidays, he or she shall be paid for the accumulated floating holidays. For eligible full -time employees, a floating holiday shall be equivalent to the number of hours an employee is regularly scheduled to work during a workday. All full-time employees hired on or before June 30, 2026, shall have a 680-hour cap on floating holiday accruals.

Individuals who become full-time employees on or after July 1, 2026, shall have a 340-hour cap on floating holiday accruals. Once this maximum amount is accumulated, the employee will cease accruing any additional floating holiday hours. An employee resumes accruing floating holiday after hours have been used and thereby reducing the amount accumulated below the maximum.

In addition to receiving their Holiday hours accrued , full -time non-exempt employees who are scheduled to work on a City holiday (other than floating holidays) shall receive 1.5 hours of holiday pay for every hour worked on a City observed holiday.

An employee must work their regularly scheduled shift immediately before and immediately after that holiday, or be on a pre-approved absence, to receive holiday pay.

Employees with unexcused absences or absences with li ttle or no reasonable advance notice do not receive holiday pay. A new employee whose first working day is the day after a holiday shall not receive holiday pay. An employee who is separating from employment and whose last day is an observed holiday shall not receive holiday pay.

Effective July 1, 2026, an additional day off may be used during the month of the employee’s birth. This is a use-it-or-lose-it benefit and cannot be accrued/banked.

Updated 07/07/2026
13 Section 4-2 - Annual Vacation Leave
A. Accrual. Except as to Director/Executive Management employees, all full-time employees hired on or before August 1, 2012, shall be entitled to paid vacation leave as follows:

Vacation Accrual Rate
at beginning of benefited status 80 hours per year earned at a rate of 3.07 hours per pay period
at beginning of 5th year of
employment
120 hours per year earned at a rate
of 4.61 hours per pay period
at beginning of 10th year of
employment
160 hours per year earned at a rate
of 6.15 hours per pay period

Individuals who become full -time or benefited part -time employees on or after August 2, 2012, shall be entitled to paid vacation leave as follows:

Vacation Accrual Rate
at beginning of benefited status 80 hours per year earned at a rate of 3.07 hours per pay period
at beginning of 5th year of
employment
100 hours per year earned at a rate
of 3.84 hours per pay period
at beginning of 10th year of
employment
120 hours per year earned at a rate
of 4.61 hours per pay period

As set forth in Resolution 2026-037, Deputy Director/Director/Executive Management employees accrue vacation leave at the rate of 6.15 hours per pay period (160 hours annually).

Vacation leave will accrue on a bi -weekly basis based on hours worked or when an employee is in pay status. Regardless of an employee’s hire date, the accrual will begin on the date the employee becomes full -time. Employees are not eligible to use vacation leave until it has been accrued. Vacation leave may be accumulated up to a maximum of 240 hours. Once this maximum amount is accumulated, the employee will cease accruing any additional paid vacation. An employee resumes accruing vacation after taking a v acation and thereby reducing the amount accumulated below the Updated 07/07/2026
14 maximum.

An employee may take vacation leave with the prior approval of the employee’s Director, or the Director’s designee, with due regard to the employee’s wishes and the needs of the departm ent. The City may direct an employee to use vacation leave. The City may deny or postpone an employee’s vacation request based on the City's needs.

If there is a holiday during vacation or other time off with pay, an employee will receive holiday pay, and such time will not be charged to the employee’s vacation or other paid time off.

Vacation benefits are not earned during the unpaid portion of a leave of absence, except as otherwise required by state or federal law. If an employee has accrued vacation leave in their bank, it must be used. Employees cannot voluntarily go into an unpaid status. Terminated employees shall be paid for all accrued vacation leave.

B. Accrued Leave Buy Back. Four times each fiscal year, as of the first pay period in March, May, September, and November , an exempt employee who has a combined total of at least 520 hours in their vacation, administrative leave , and floating holiday accrued bank time may convert 40 or more hours of this time to cash. In no event can an exempt employee reduce his or her combined accrued leave balance (excluding sick leave) below 480 hours.

Four times each fiscal year, as of the first pay period in March, May, September, and November, a nonexempt full-time employee who has a combined total of 280 hours in their vacation, compensatory time, and floating holiday accrued may convert 40 or more hours of compensatory time to cash. If a nonexempt employee does not have a full 40 hours of accrued compensatory time, he o r she may convert the difference from his or her vacation or floating holiday bank if necessary in order to participate in the buy -back program. Nonexempt employees may then also convert vacation time and floating holiday leave to cash. In no event can a n onexempt employee reduce his or her combined accrued leave balance (excluding sick leave) below 240 hours.

Section 4-3 - Sick Leave
Paid sick leave shall not be considered a right which an employee may use at his or her discretion. Sick leave shall be used by employees for the following: (1) Diagnosis, care, or treatment of an existing health condition of, or preventive care for, an em ployee or an employee’s family member; or (2) For an employee who is a victim of domestic violence, sexual assault, or stalking. Family members include the employee’s parent, Updated 07/07/2026
15 child, spouse, registered domestic partner, grandparent, grandchild, sibling , or designated person.

When the need for sick leave is foreseeable, an employee must personally give their supervisor as much advance notice as possible. When the need for sick leave is not foreseeable, and except as otherwise required by law, an employee must personally give the employee’s supervisor notice of the need to take sick leave as soon as practical.

When possible, such notice shall be given before the start of the employee’s scheduled workday and before each additional workday thereafter in which the employee is absent.

If it is impossible for the employee to notify his or her supervisor, the employee must notify his or her Director. In addition, all absences shall be reported in accordance with departmental policies.

The City reserves the right to request verification for any absence due to illness or disability if circumstances indicate that the employee is not requesting paid sick leave for a valid purpose.

Eligible employees earn paid sick leave based on hours worked or hours paid (e.g., when an employee is on paid leave). Full-time employees earn sick leave at the rate of eight (8) hours per month. Paid sick leave is not earned (i.e., does not accrue) during unpaid leaves of absence, except as otherwise required by state or federal law.

Full-time employees hired on or before August 1, 2012, may accumulate sick leave without a limit. Individuals who become full -time employees on or after August 2, 2012, may accumulate a maximum of 800 hours of sick leave. Individuals who became benefited part-time employees on or after August 2, 2012 , may accumulate a maximum of 400 hours of sick leave.

Unbenefited, Seasonal, and Variable Hour Employees shall accrue one (1) hour of Sick Leave for every 20 hours worked beginning January 1, 2027. Annual usage cap remains at 40 hours per calendar year. Unused sick leave balance may carry over to the next year. Total accrued bank sick leave may not exceed 80 hours. An Unbenefited, Seasonal, or Variable Hour Employee may use sick leave beginning on t he 90th day of employment.

Full-time employees are not eligible to use sick leave until it has been accrued.

Sick leave may be used only in increments of 15 minutes, unless smaller increments are permitted by law. Sick leave must be reported in accordance with departmental policy.

Retaliation or discrimination against an employee who uses paid sick leave is prohibited by City policy and California state law.

Updated 07/07/2026
16 An employee who returns to work for the City within one year of separation of service will be credited with up to forty (40) hours of sick leave. If the employee separated with less than forty (40) hours of accrued sick leave, he/she will be credited with the hours he/she had accrued at the time of separation.

If an employee has accrued sick leave in their bank, it must be used. Employees cannot voluntarily go into an unpaid status. If an employee’s sick leave is exhausted, other accrued leave may be used at the department’s discretion, with Human Resources approval.

Section 4-4 - Payment and Conversion of Accumulated Sick Leave Full-time employees may be entitled to convert either 20 or 40 hours of sick leave to an equal amount of vacation time or pay during September. To be eligible to convert, the employee must have at least 212 hours of ac cumulated sick leave at the time of the annual request and at least 192 hours of accumulated sick leave after the conversion during the last pay period in September.

An employee whose employment with the City terminates or is terminated before the last day of the last pay period in September is not eligible to convert sick leave, including on a prorated basis.

Section 4-5 - Jury Duty
Full-time employees who have received a summons for jury duty during their normal working hours shall be deemed on duty and shall receive their regular pay for up to a maximum of ten (10) calendar days of jury service. In some circumstances, exempt employees may be required to be compensated for more than 10 days under state or federal law.

An employee who volunteers for jury duty or serves on a grand jury will not be paid by the City for that time.

If an employee is required to serve on jury duty, the employee must notify his or her supervisor of the need for time off as soon as a court notice or summons is received.

An employee must present a verification from the court clerk stating that they served on jury duty to qualify for pay. Employees will be expected to report or return to work for the remainder of their work schedule on any day they are dismissed from jury du ty.

Employees shall maintain their normal work schedule and may not alter their work schedule and/or flex their time off while serving on jury duty.

Updated 07/07/2026
17 Employees scheduled to work a night shift are not required to report or return to work on a day they report for jury duty. Employees working the night shift should contact Human Resources for specific assistance in coordinating jury duty with their schedule.

Section 4-6 - Other Court Appearances
Any employee who is called as a witness in a trial, deposition or other legal proceeding, arising out of or related to the course of his or her employment, shall be deemed to be on duty and shall receive pay for the time so engaged. An employee absent as a witness for a non-job-related purpose shall not be entitled to pay during such absence. Exceptions to this rule may be made only with the written authorization of the appointing authority. Employees may request such an exception by submitting the appropriate form to the City Attorney’s office, prior to the required appearance. In some circumstances, exempt employees may be required to be compensated under the provisions of state or federal law when absent as a witness for a non-job-related purpose.

Section 4-7 - Bereavement/Reproductive Loss Leave
Full-time employees are permitted to take five (5) days leave upon the occurrence of a qualifying death or reproductive loss event. Bereavement leave may be taken if the employee’s absence from work is necessitated by the death of a member of the employee’s Immediate Family. Full -Time employees shall receive up to three (3) paid days for bereavement. If an employee has exhausted paid bereavement leave, the employee may use other available leave , such as sick leave or compensatory time off.

Such paid sick leave (or other compensatory time off) will run concurrently with leave taken pursuant to this section.

Qualifying death definition: Immediate family shall be defined as the death of an employee’s spouse, domestic partner, child, stepchild, parent, parent -in-law, grandparent, grandchild, brother, sister, mother/father -in-law, son or daughter -in-law, brother or sister -in-law, legal guardian, or custodial child, o r the same relatives of a domestic partner, any relative by blood or marriage who is a member of the employee’s household, domestic partner, and any parent, grandparent, spouse, child, brother or sister of the employee, or the parent, brother or sister of the employee’s spouse, ex-spouse, or deceased spouse, regardless of residence or employee’s current marital status.

Reproductive loss definition: any failed adoption, failed surrogacy, miscarriage, stillbirth, or unsuccessful assisted reproduction by the employee, the employee’s current Updated 07/07/2026
18 spouse or domestic partner, or by another individual if the employee would have been a parent of a child had the reproductive loss not occurred.

Bereavement/Reproductive Loss leave may be taken on non -consecutive days, but must be completed within three (3) months of the date of death or reproductive loss.

For leave related to a reproductive loss, employees may take multiple leaves for subsequent reproductive losses. However, employees are limited to a total of twenty (20) days of reproductive loss leave in a twelve (12) month period. Further, employees receive three (3) paid days of reproductive loss leave each calendar year. If an employee has exhausted this paid reproductive loss leave, the employee may use other available leave time, such as sick leave or other compensatory time off, for a subsequent reproductive loss. Such paid sick leave (or other compensatory time off) will run concurrently with leave taken pursuant to this section.

Employees will be required to provide documentation of the death of the qualifying family member within 30 days of the first day of leave. Documentation includes, but is not limited to: a death certificate, a published obituary, or written verification of death, burial, or memorial services from a mortuary, funeral home, burial society, crematorium, religious institution, or governmental agency.

Employees will not be required to provide documentation of a reproductive loss , and the City will not request documentation.

Section 4-8 - Time for Voting
Employees who do not have sufficient time outside of their regular working hours to vote in a statewide election may request time off to vote from his/her supervisor. If possible, employees should make their request at least two (2) days in advance of the election. Up to two hours of paid time off will be provided at the beginning or end of the employee’s regular shift, whichever will allow the most free time for voting and the least time off work.

SECTION 5 - OTHER TIME OFF

Section 5-1 - Time Off To Attend School Activities
An employee who is a parent, guardian or grandparent with custody of a child in kindergarten or grades 1-12, inclusive, or attending a licensed child day care facility, who wishes to take time off to participate in activities of the school or child care facility, may Updated 07/07/2026
19 take off up to eight (8) hours each calendar month (up to a maximum of forty (40) hours each school year), per child. The employee must give reasonable notice to his or her supervisor of the planned absence and use existing vacation, administrative leave, compensatory time, or floating holiday accrued for this purpose. Otherwise, such time off for nonexempt employees is unpaid. For exempt employees, such time off m ay be paid or unpaid as provided by applicable law. The City requires documentation from the school noting the date and time of the employee’s visit.

If both parents of a child work for the City, only one parent (the first to provide notice) may take the time off unless the City approves both parents taking time off simultaneously.

An employee may also be granted time off to attend a school conference involving the possible suspension of his or her child.

Section 5-2 - Leave Related To Domestic Violence or Sexual Assault Any employee who is a victim of domestic violence, sexual assault, stalking, or other crime may take leave from work to obtain or attempt to obtain any relief, including, but not limited to: a temporary restraining order, restraining order, or other injunctive relief to help ensure the health, safety, or welfare of the employee or their child, if the employee provides advance notice of the need for leave.

Any employee who is a victim of domestic violence, sexual assault, stalking, or other crime, may take leave from work to attend to any of the following: obtaining medical attention or psychological counseling; obtaining services from a shelter, program or crisis center; or participating in safety planning or other actions to increase safety, if the employee provides advance notice of the employee’s intention to take time off for these purposes.

If advance notice is not feasible, the employee must provide any of the following to the City within a reasonable time after the leave: a police report indicati ng that the employee was a victim; a court order protecting the employee from the perpetrator; evidence from the district attorney or court that the employee has appeared in court; or documentation from a health care provider or counselor that the employee was undergoing treatment for physical or mental injuries or abuse. The leave is unpaid unless the employee elects to use the Healthy Workplace Healthy Family Act of 2014 sick leave, accrued vacation or personal leave, or compensatory time off.

Updated 07/07/2026
20 Section 5-3 - Crime Victims' Leave
The City will provide unpaid time off to an employee to attend judicial proceedings related to a crime if that employee is a victim of a crime, an immediate family member (as defined by law) of a victim, a registered domestic part ner of a victim, or the child of a registered domestic partner of a victim. The City requires that , where feasible, the employee provide Human Resources with a copy of the notice of each scheduled proceeding provided to the victim by the agency responsible for providing notice, in advance of taking leave.

If advance notice is not possible, the employee must provide Human Resources with a copy of the notice within a reasonable time. Employees may use existing vacation, administrative leave, compensatory time , or floating holiday accrued hours for this purpose. Otherwise, such time off for nonexempt employees is unpaid. For exempt employees, such time off may be paid or unpaid as provided by applicable law.

If an employee is a victim of a crime and is called t o testify in a legal proceeding, the employee may be paid in accordance with the benefits provided for in the section herein entitled “Other Court Appearances.”

Section 5-4 - Other Time Off
The City will grant other time off as required by law. The employee will provide reasonable advance notice and written verification of the need for such time off. If time off is taken due to an emergency , the employee will, within a reasonable time, provide appropriate verification as required by the City.

SECTION 6 - LEAVES OF ABSENCE

Section 6-1 - General Provisions
The appointing authority may grant a leave of absence in certain circumstances.

An employee must notify his or her supervisor and Human Resources in writing as soon as he or she becomes aware of a need for a leave of absence. The appointing authority will consider the request in accordance with applicable law and the City’s leave policies.

An employe e will be notified whether the leave request is granted or denied. If an employee is granted leave, he or she must comply with the terms and conditions of the leave, including keeping in touch with his or her supervisor and Human Resources during the leave and giving prompt notice of any change in the return date.

Updated 07/07/2026
21 In most circumstances, an employee must not accept other employment or apply for unemployment insurance while on a leave of absence. Acceptance of other employment while on leave may be considered a voluntary resignation from employment with the City. Misuse of a leave of absence is also prohibited. Misuse of leave includes not returning to work from leave when the reason the leave was granted no longer exists, and using leave for a purpose for which it was not granted. For instance, if an employee is granted two weeks of leave to care for an ill family member but then goes on vacation after one week when the family member is no longer ill, and the employee fails to return to work, the employee has misused the leave.

Benefits, such as vacation and paid sick leave, will not accrue during the unpaid portion of any leave of absence. Except as otherwise provided herein or by law, upon timely return from a leave of absenc e, an employee will be credited with the full employment status that existed prior to the start of the leave. An employee will not receive credit for time spent on unpaid leave, except that the employee will retain his or her original date of hire.

If an employee does not return to work from the leave prior to or immediately upon the expiration of the leave granted by the appointing authority, the employee will not be reinstated to employment with the City and will be considered to have voluntarily resigned from employment, unless the employee has requested and been granted an extension of leave or additional leave. Any request for an extension or additional leave must be made in writing prior to the original expiration of the leave. Any such request recei ved after the original expiration of leave will not be granted. The appointing authority may refuse to grant an extension or request for additional leave in its sole discretion except as otherwise provided by law.

The City will not continue to pay for th e premiums for group health insurance for employees or their eligible dependents during the time the employee is on leave of absence, except as required herein or by law. Prior to starting any leave of absence , an employee must make all necessary arrangeme nts with Human Resources to pay the required insurance premiums. An employee’s failure to make the required arrangements may result in loss of insurance coverage for the employee and dependents.

Depending on the circumstances described in this Salary and Benefits Policy, an employee is required to use, or may elect to use, and in one circumstance an employee is prohibited from using, accrued paid sick and vacation leave, and other accrued paid leaves (floating holidays, compensatory time, and administrative leave) during the Updated 07/07/2026
22 otherwise unpaid portion of the leave of absence.

Any sick, vacation or other accrued leave payments made to an employee will be integrated with any wage replacement benefits (such as workers’ compensation and disability insurance wage replacement benefits) an employee receives, so that the sum of wage replacement benefits and accrued leave benefits an employee receives while on a leave of absence will not be more than his or her regular compensation if the employee was not on leave.
“Regular compensation” for an exempt employee means the employee’s weekly salary, and for a nonexempt employee, it means the employee’s hourly rate multiplied by the number of straight-time hours the employee normally works during the workweek.

Any employe e on leave is required to notify Human Resources promptly upon receipt of all wage replacement checks for workers’ compensation or disability insurance.

The employee must also promptly send a copy of the checks to Human Resources and provide any other information or documents requested. Once Human Resources receives and processes the required and requested documents and notifications, the employee will be paid the amount of sick, vacation, or other paid accrued leave that results in the employee receiving the regular compensation the employee received before the leave of absence, but no more.

The City’s payment of accrued paid leave will reduce the amount of such accumulated leave available to the employee by the amount of leave paid, converted into hours based on the regular straight-time hourly rate then paid to a nonexempt employee.

For an exempt employee, the conversion will be based upon an hourly rate calculated by dividing the employee’s weekly salary by forty.

The City’s payments of accrued paid leave to an employee on leave will be made in arrears on the City’s established pay dates, and such payments are subject to the City’s verification of whether the employee did or did not receive wage replacement benefits.

The City’s leave of absence policies are not intended to conflict with applicable law. If there is any conflict between th ese policies and the provisions of applicable law, those laws are controlling over these policies.

Section 6-2 - Family Care and Medical Leave

1. INTRODUCTION: To the extent not already provided for under current leave policies and provisions, the City will provide family and medical care leave for eligible employees as required by state and federal law. The following provisions

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23 set forth certain rights and obligations regarding such leave. Rights and obligations not specifically set forth below are set forth in the Department of Labor regulations of the California Family Rights Act (“CFRA”) and the Family and Medical Leave Act (“FMLA”). Unless otherwise provided in this policy, “Leave” under this article shall mean leave pursuant to the FMLA and CFRA. Unless otherwise provided by law, the City will run each employee’s FMLA and CFRA leaves concurrently.

2. DEFINITIONS
A. “12-Month Period” means a rolling 12 -month period measured backward from the date leave is taken and continuous with each additional leave day taken.

B. “Child”

1. Under the FMLA “child” means a child under the age of 18 years of age, or 18 years of age or older who is incapable of self -care because of a mental or physical disability. An employee’s child is one for whom the employee has actual day-to-day responsibility for care and includes, a biological, adopted, foster or stepchild, or a child of a person standing in p lace of a parent. A child is “incapable of self - care” if he/she requires active assistance or supervision to provide daily self -care in three or more of the activities of daily living or instrumental activities of daily living – such as, caring for groomin g and hygiene, bathing, dressing and eating, cooking, cleaning, shopping, taking public transportation, paying bills, maintaining a residence, using a telephone and directories, etc.

2. Under the CFRA, “child” means a child, including a child who is 18 years of age or older , who is capable of self -care. An employee’s child means a biological, adopted, foster, step -child, legal ward, a child of a domestic partner, or a person whom the employee stands in loco parentis.

C. “Designated Person” means someone other tha n the employee’s spouse, parent, child, registered domestic partner, grandparent, grandchild, sibling, or parent-in-law, with a blood or family-like relationship to the employee. An employee may identify this individual at the time they request leave. For purposes of CFRA leave, employees are limited to one designated person per 12-month period.

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24 Updated 07/07/2026
25 D. “Parent” means a biological, foster, or adoptive parent, a parent -in-law, a stepparent, a legal guardian, or other person who stood in loco parentis to the employee when the employee was a child.

E. “Spouse” means one or two persons to a marriage, regardless of the sex of the persons, and for purpose of CFRA leave, includes a registered domestic partner as defined below.

F. “Domestic Partner” is another adult with whom the employee has chosen to share their life in an intimate and committed relationship of mutual caring and with whom the employee has filed a Declaration of Domestic Partnership with the Secretary of State, and who meets the criteria specified in California Family Code section 297. A legal union formed in another state that is substantially equivalent to the California domestic partnership is also sufficient.

G. “Grandparent” means a parent of the employee’s parent.

H. “Grandchild” means a child of the employee’s child.

I. “Sibling” means a person related to the employee by blood, adoption, or affinity through a common legal or biological parent.

J. “Serious health condition” means an illness, injury impairment , or physical or mental condition that involves:

1. Inpatient Care (i.e. , an overnight stay) in a hospital, hospice, or residential medical facility, including any period of incapacity (i.e. , inability to work, or perform other regular daily activities due to the serious health condition, treatment involved, or recovery therefrom); or

2. Continuing treatment by a health care provider: A serious health condition involving continuing treatment by a health care provider includes any one or more of the following:
a. A period of incapacity (i.e., inability to work, or perform other regular daily activities due to a serious health condition of more than three consecutive calendar days, and may include subsequent treatment or period of incapacity relating to the same cond ition, that also involves:
i. Treatment two or more times by a health care provider, by a nurse or physician’s assistant under direct supervision by a health care provider, or by a provider of health care services

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26 (e.g., a physical therapist) under order of, or on referral by a health care provider: or
ii. Treatment by a health care provider on at least one occasion, which results in a regimen of continuing treatment under the supervision of the health care provider. This includes , for example, a course of prescription medication or therapy that requires specialized equipment to resolve or alleviate the health condition. If the medication is over-the-counter and can be initiated without a visit to a health care provider, it does not constitute a regimen of continuing treatment.

3. Any period of incapacity due to pregnancy or for prenatal care. (This entitles the employee to FMLA leave, but not CFRA leave. Under California law , an employee disabled by pregnancy is entitled to pregnancy disability leave.)

4. Any period of incapacity or treatment for such incapacity due to a chronic serious health condition. A chronic serious health condition is one that:
a. Requires periodic visits for treatment by a health care provider, or by a nurse or physician’s assistant under the direct supervision of a health care provider;
b. Continues over an extended period of time (including recurring episodes of a single underlying condition); and c. May cause episodic rather than a continuing period of incapacity (e.g., asthma, diabetes, epilepsy, etc.). Absences due to such incapacity qualify for leave if they last only one day.

5. A period of incapacity that is permanent or long -term due to a condition for which treatment may not be effective. The employee or family member must be under the continuing supervision of a health care provider, but need not be receiving active treatment by that provider.

6. Any period of absence to receive multiple treatments (includ ing any period of recovery therefrom) by a health care provider or by a provider of health care services under orders of, or on referral by, a health care provider, either for restorative surgery after an accident or other injury, or for a condition that would likely result in a period of

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27 incapacity of more than three consecutive calendar days in the absence of medical intervention or treatment.

K. “Health Care Provider” means any of the following:

1. A doctor of medicine or osteopathy who is authorized to practice medicine or surgery by the State of California;

2. Individuals duly licensed as a physician, surgeon, or osteopathic physician or surgeon in another state of jurisdiction, including another country, who directly treat or supervise the treatment of a serious health condition;

3. Podiatrists, dentists, clinical psychologists, optometrists, a nd chiropractors (limited to treatment consisting of manual manipulation of the spine to correct a subluxation as demonstrated by X -ray) are authorized to practice as defined under California State law;

4. Nurse practitioners, nurse-midwives, and clinical social workers who are authorized to practice under California State law and who are performing within the scope of their practice as defined under California State law;

5. Christian Science practitioners listed with the First Church of Christ, Scientist in Boston, Massachusetts; and

6. Any health care provider from whom an employer or group health plan’s benefits manager will accept certification of the existence of a serious health condition to substantiate a claim for benefits.

L. “Covered active duty” means: (1) in the case of a member of a regular component of the Armed Forces, duty during deployment of the member with the Armed Forces to a foreign country; or (2) in the case of a member of the reserve component of the Armed Forces, duty during the deployment of members of the Armed Forces to a foreign country under a call or order to active duty under certain specified provisions.

M. “Covered Service Member” means: (1) a current member of the Armed Forces, including a member of the National Guard or Reserves, who is undergoing medical treatment, recuperation, or therapy, is otherwise in outpatient status, or is otherwise on the temporary disability retired li st, for a serious injury or illness; or (2) a veteran who is undergoing medical treatment, recuperation, or therapy, for a serious injury or illness and who was a member of the Armed Forces, including a member of the National

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28 Guard or Reserves, at any time during the period of five years preceding the date on which the veteran undergoes that medical treatment, recuperation, or therapy.

N. “Outpatient Status” means, with respect to a covered service member, the status of a member of the Armed Forces assigned t o either: (1) a military medical treatment facility as an outpatient; or (2) a unit established for the purpose of providing command and control of members of the Armed Forces receiving medical care as outpatients.

O. “Next of Kin of a Covered Service Member ” means the nearest blood relative other than the covered service member’s spouse, parent, son, or daughter, in the following order of priority: blood relatives who have been granted legal custody of the covered service member by court decree or statutory provisions, brothers and sisters, grandparents, aunts and uncles, and first cousins, unless the covered service member has specifically designated in writing another blood relative as their nearest blood relative for purposes of military caregiver leave under the FMLA.

P. “Serious Injury or Illness” means: (1) in the case of a member of the Armed forces, including a member of the National Guard or reserves, means an injury or illness that a covered service member incurred in the line of duty on active duty in the Armed Forces (or existed before the beginning of the member’s active duty and was aggravated by the service in the line of duty on active duty in the Armed Forces) and that may render the service member medically unfit to perform the duties of the member’s office, grade, rank, or rating; or ( 2) in the case of a veteran who was a member of the Armed Forces, including a member of the National Guard or Reserves, means an injury or illness that was incurred by the member in the line of duty on active duty in the Armed Forces (or existed before the beginning of the member’s active duty and was aggravated by service in the line of duty on active duty in the Armed Forces) and that manifested itself before or after the member became a veteran.

3. REASONS FOR LEAVE: Leave is only permitted for the following reasons:

A. The birth of a child or caring for a newborn of an employee.

B. The placement of a child with an employee in connection with the adoption or foster care of a child.

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29 C. Leave to care for a child, parent , or spouse who has a serious health condition.

D. Under CFRA only, leave is also permitted to care for a domestic partner, grandparent, grandchild, sibling , or designated person who has a serious health condition. Leave for this purpose does not apply to FMLA leave and will not run concurrently with FMLA leave.

E. Leave because of a serious health condition that makes the employee unable to perform any one or more essential functions of his/her position.

F. Leave for a variety of “qualified exigencies” arising out of the fact that an employee’s spouse, son , daughter, or parent is on active duty or call to active-duty status in the National Guard or Reserves in support of the contingency operation.

G. Under the CFRA only, leave for a variety of “qualified exigencies” arising out of the fact that an employee’s domestic partner is on active duty or call to active -duty status in the National Guard or Reserves in support of a contingency operation. Leave for this purpose does not apply to FMLA leave and will not run concurrently with leave under the FMLA.

H. Leave to care for a spouse, son, daughter, parent, or “next of kin” who is a covered service member of the U.S. Armed Forces who has a serious injury or illness: incurred in the lined of duty while on active military duty; or existed before the beginning of the memb er’s active duty and was aggravated by service in the line of duty on active duty in the Armed Forces. This leave can run up to 26 weeks of unpaid leave during a single 12-month period.

4. EMPLOYEE ELIGIBLE FOR LEAVE : An employee is eligible for leave if the employee:

A. Has been employed for at least 12 months; and
B. Has been employed for at least 1,250 hours during the 12 -month period immediately preceding the commencement of the leave.

C. For FMLA leave eligibility, the City directly employs at least 50 full or part - time employees within a 75-mile radius for each working day during each of the 20 or more calendar workweeks in the current or preceding calendar year. The workweeks do not have to be consecutive. The phrase “current or preceding calendar year” refers to the calendar year in which the employee requests the leave or the calendar year preceding this request.

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30 5. AMOUNT OF LEAVE: Eligible employees are entitled to a total of 12 workweeks (or 26 weeks to care for a covered service member) of leave during any 12-month period. If FMLA leave qualifies as both military caregiver leave and care for a family member with a serious health condition, the leave will be designated as military caregiver leave first.

A. Minimum Duration of Leave: If leave is requested for the birth, adoption, or foster care placement of a child of the employee, leave must be conducted within one year of the birth or placement of the child. In addition, the basic minimum duration of such leave is two weeks. However, an employee is entitled to leave for one of t hese purposes (e.g., bonding with a newborn) for at least one day, but for a duration of less than two weeks on any two occasions.

If leave is requested to care for a child, parent, spouse, domestic partner, grandparent, grandchild, sibling , or if the employee has a serious health condition, there is no minimum amount of leave that must be taken.

However, the notice and medical certification provisions of this policy must be complied with.

B. Parents both employed by the City: If both parents of a child, adoptee, or foster child are employed by the City and are entitled to bonding leave, the aggregate number of workweeks of FMLA leave to which both may be entitled may be limited to 12 workweeks during any 12 -month period; and each parent is entitled to take 12 workweeks of CFRA leave during any 12- month period.

If both parents of a covered service member are employed by the City and are entitled to leave to care for a covered service member, the aggregate number of workweeks of leave to which both may be entitled is limited to 26 workweeks during the 12 -month period. This limitation does not apply to any other type of leave under this policy.

6. EMPLOYEE BENEFITS WHILE ON LEAVE : Leave under this policy is unpaid.

While on leave, employees will continue to be covered by the City’s group health insurance for up to 12 weeks each leave year, to the same extent as coverage provided while the employee is on the job. If the employee is disabled by

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31 pregnancy, coverage will continue up to four months each leave year. If an employee disabled by pregnancy also uses leave under the CFRA for baby - bonding, the City will maintain her coverage while she is disabled by pregnancy (up to four months or 17 1/3 weeks) and during her CFRA leave (up to 12 weeks).

If an employee fails to return to work after his/her leave entitlement has been exhausted or expires, the City shall have the right to recover its share of health plan premiums for the entire leave period, unless the employee does not return because of continuation, recurrence, or onset of a serious health condition of the employee or his/her family member which would entitle the employee leave, or because of circumstances beyond the employee’s control.

7. SUBSTITUTION OF PAID ACCRUED LEAVES: While on leave under this policy, as set forth herein, an employee may elect to concurrently use paid accrued leaves, and the City will require an employee to concurrently use paid accrued leaves during FMLA and/or CFRA leave. The City may also require an employee to use Family and Medical Care Leave concurrently with a non-FMLA/CFRA leave, which is FMLA/CFRA –qualifying.

8. EMPLOYEE’S RIGHT TO USE PAID ACCRUED LEAVES CONCURRENTLY WITH FAMILY LEAVE: Where an employee has earned or accrued paid vacation, administrative leave , compensatory time, or personal or family leave (in accordance with the City Salary and Benefits Policy and California Labor Code Section 233), that paid leave may be substituted for all or part of any (otherwise) unpaid leave under this policy.

As for sick leave, an employee is entitled to use sick leave concurrently with leave under this policy if:

A. The leave is for the employee’s own serious health condition; or B. The leave is needed to care for a parent, spouse, domestic partner, child, grandparent, grandchild, sibling, or designated person with a serious health condition.

9. CITY’S RIGHT TO REQUIRE AN EMPLOYEE TO USE PAID LEAVE WHEN USING FMLA/CFRA LEAVE : Employees must use and exhaust their accrued leaves concurrently with FMLA/CFRA leave to the same extent that employees have the right to use their accrued leaves concurrently with FMLA/CFRA.

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32 10. CITY’S RIGHT TO REQUIRE AN EMPLOYEE TO EXHAUST FMLA/CFRA LEAVE CONCURRENTLY WITH OTHER LEAVES : If an employee takes a leave of absence for any reason that is FMLA/CFRA qualifying, the City will designate that leave as running concurrently with the employee’s 12 -week FMLA/CFRA leave entitlement.

11. CITY’S AND EMPLOYEE’S RIGHTS IF AN EMPLOYEE REQUESTS ACCRUED LEAVE WITHOUT MENTIONING EITHER THE FMLA OR CFRA: If an employee requests to use accrued vacation leave or other accrued paid time off without reference to a FMLA/CFRA-qualifying purpose, the City may not ask the employee if the leave is for a FMLA/CFRA qualifying purpose. However, if the City denies the employee’s request and the employee provides information that the time off is for an FMLA/CFRA-qualifying purpose, the City may inquire further into the reason for the absence. If the City has a reasonable belief that leave involves a n FMLA/CFRA-qualifying purpose, the City will inquire further into the reason for the absence. If the reason is FMLA/CFRA qualifying, the City may require the employee to exhaust accrued leave as described above.

12. MEDICAL CERTIFICATION:

A. Employees who request leave must provide a medical certification and/or recertification to support the need for the leave as described below:
i. Employee’s Own Serious Health Condition: Employees who request leave for their own serious health condition must provide written certification from the health care provider that contains all of the following: the date, if known, on which the serious health condition commenced; the probable duration of the condition; and a statement that, due to the serious health condition, the employee is unable to work at all or is unable to perform any one or more of the essential functions of their position. Upon expiration of the time period , the health care provider originally estimated that the employee needed leave for their own serious health condition, the employee must obtain recertification if additional leave is requested.
ii. Family Member or Designated Person (CFRA) Serious Health Condition: Employees who request leave to care for a child, parent, domestic partner, spouse, grandparent, grandchild, sibling or designated person who has serious health condition must provide written certification from the health care prov ider of the family

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33 member/designated person requiring care that contains all of the following: the date, if known, on which the serious health condition commenced; the probable duration of the condition; an estimate of the amount of time which the health c are provider believes the employee needs to care for the child, parent, domestic partner, spouse, grandparent, grandchild, sibling or designated person and a statement that the serious health condition warrants the participation of the employee to provide care during a period of treatment or supervision of the child, parent, domestic partner, spouse, grandparent, grandchild, sibling or designated person. The term “warrants the participation of the employee” includes, but is not limited to, providing psychol ogical comfort and arranging third-party care for the covered family member, as well as directly providing or participating in the medical care. Upon expiration of the time period , the health care provider originally estimated that the employee needed to c are for a covered family member, the employer must obtain recertification if additional leave is requested.
iii. Service member Serious Injury or Illness: Employees who request FMLA leave to care for a covered service member who is a child, spouse, parent, or “ next of kin” of the employee must provide written certification from a health care provider regarding the injured service member’s serious injury or illness. The City will verify the certification in accordance with the FMLA regulations.
iv. Qualifying Exigency: The first time an employee requests leave because of a qualifying exigency, an employee may require the employee to provide a copy of the military member’s active-duty orders or other documentation issued by the military which indicate s that the military member is on covered active duty or call to active duty status in a foreign country, and the dates of the military member’s active duty service. A copy of the new active-duty orders or similar documentation shall be provided to the City if the need for leave because of a qualifying exigency arises out of a different active duty or call to active-duty status of the same or a different military member. The City will verify the certification as permitted by the FMLA and CFRA regulations.

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34 B. Time To Provide a Certification: When an employee’s leave is foreseeable and at least 30 days’ notice has been provided, the employee must provide the certification before the leave begins. When this is not possible, the employee must provide the requested certification to the City within the time frame requested by the City (which must allow at least 15 calendar days after the City's request), unless it is not practicable under the particular circumstances to do so despite the diligent, good faith efforts of the employee.

C. Consequences For Failure To Provide An Adequate or Timely Certification:

If an employee provides an incomplete medical certification, the employee will be given a reasonable opportunity to cure any such deficiency.

However, if an employee fails to provide a medical certification within the time frame established by this policy, the City may delay the taking of FMLA/CFRA leave until the required certification is provided or deny FMLA/CFRA pr otections following the expiration of the time period to provide an adequate certification.

D. City’s Review of the Content of Medical Certification for Employee’s Own Serious Health Condition:
i. Complete and Sufficient: The employee must provide a certification for their own serious health condition that is complete and sufficient to support the request for leave. A certification is incomplete if one or more of the applicable entries on the certification form have not been completed. A certification is insufficient if the information on the certification form is vague, ambiguous, or not responsive. If the certification is incomplete or insufficient, the employee will be given written notice of the deficiencies and seven days to cure, unless a longer period is necessary in light of the employee’s diligent, good- faith efforts to address them.
ii. Authentication and Clarification: After giving the employee an opportunity to cure the deficiencies in a medical certification for the employee’s own serious health condition, City may contact the health care provider who provided the certification to clar ify and/or authenticate the certification. “Authentication” means providing the health care provider with a copy of the certification form and requesting verification that the information on the form was

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35 completed or authorized by the health care provider who signed the form. “Clarification” means contacting the health care provider to understand the handwriting on the medical certification or to understand the meaning of the response. The City may not ask for additional information beyond that required on the certification form.

E. Second and Third Medical Opinions for Employee’s Own Serious Health Condition: If the City has a good-faith, objective reason to doubt the validity of a certification for the employee’s serious health condition, the City may require a medical opinion of a second health care provider chosen and paid for by the City. If the second opinion differs from the first, the City may require a third-party opinion jointly approved by the City and the employee, paid for by the City. The opinion o f the third provider will be binding. The City must provide the employee with a copy of the second and third medical opinions, where applicable, without cost, upon the request of the employee.

13. INTERMITTENT LEAVE OR LEAVE ON A REDUCED LEAVE SCHEDULE : If an employee requests leave intermittently (a few days or hours at a time) or on a reduced leave schedule for their own serious health condition, or to care for an immediate family member with a serious health condition, the employee must provide medical cert ification that such leave is medically necessary. “Medi cally necessary” means there must be a medical need for the leave and that the need can best be accomplished through an intermittent or reduced leave schedule. The City may require an employee who cer tifies the need for a reduced schedule or intermittent leave to temporarily transfer to an alternate position of equivalent pay and benefits that better accommodates the leave schedule.

14. EMPLOYEE NOTICE OF LEAVE: Although the City recognizes that emergencies arise that may require employees to request immediate leave, employees are required to give as much notice as possible of their need for leave. If leave is foreseeable, at least 30 days’ notice is required. In addition, if an employee knows that he/she will need leave in the future but does not know the exact date (e.g., for the birth of a child or to take care of a newborn), the employee shall inform his/her supervisor as soon as possible that such leave will be needed. Such notice may be orally given. For foreseeable leave due to a qualifying exigency, an employee must provide verbal or written notice of the need for leave as soon as practicable, regardless of how far in advance such leave is foreseeable. If the City determines that an employee’s notice is inadequate or the employee knew about the requested

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36 leave in advance of the request, the City may delay the granting of the leave until it can, in its discretion, adequately cover the position with a substitute.

15. REINSTATEMENT UPON RETURN FROM LEAVE:

A. Right to Reinstatement: Upon expiration of leave, an employee is entitled to be reinstated to the position of employment held when the leave commenced, or to an equivalent position with equivalent employment benefits, pay, and other terms and conditions of employment. Employees have no greater rights to reinstatement, benefits , and other conditions of employment than if the employee had been continuously employed during the FMLA/CFRA period.

B. Date of Reinstatement: If a definite date of reinstatement has been agreed upon at the beginning of the leave, the employee will be reinstated on the date agreed upon. If the reinstatement date differs from the original agreement of the employee and the City the employee will be rein stated within two busine ss days, where feasible, after the employee notifies the employer of his/her readiness to return.

C. Employees’ Obligation To Periodically Report On Their Condition :

Employees may be required to periodically report on their status and intent to return to work . This will avoid any delays to reinstatement when the employee is ready to return.

D. Fitness For Duty Certification ; As a condition of reinstatement of an employee whose leave was due to the employee’s own serious health condition, which made the employee unable to perform his/her job, the employee must obtain and present a fitness -for-duty certification from the health care provider, stating that the employee is able to resume work.

Failure to provide such certification will result in denial of reinstatement.

If, upon return from leave, an employee is unable to perform the essential functions of their job because of a physical or mental disability, the City will initiate an interactive process with the employee in order to identify a potential reasonable accommodation in accordance with these Policies.

E. Reinstatement Of “Key Employees” : Under the FMLA only, The City may deny reinstatement to a “key” employee (i.e. an employee who is among the highest paid 10% of all employed by the City within 75 miles of the work site) if such denial is necessary to prevent substantial and grievous

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37 economic injury to the operations of the City, and if the employee is notified of the City’s intent to deny reinstatement on such basis at the time the employer determines that such injury would occur. Under th e CFRA, the City may not deny reinstatement to a “key” employee during or upon the expiration of CFRA leave.

16. REQUIRED FORMS : Employees must fill out the following applicable forms in connection with leave under this policy:

A. Request For Family or Medical Leave Form.

B. Medical certification – either for the employee’s own serious health condition or for the serious health condition of a child, parent, domestic partner, spouse, grandparent, grandchild, sibling or designated person (CFRA).

C. Fitness for duty to return from leave from the health care provider.

Section 6-3 - Pregnancy Disability Leave

1. An employee who is disabled because of pregnancy, childbirth, or a related medical condition is entitled to an unpaid leave for up to the number of hours she would normally work within four calendar months (one-third of a year or 17 1/3 weeks). For a full-time employee who works 40 hours per week, “four months” means 693 hours of leave entitlement, based on 40 hour per week times 17 1/3 weeks. An employee who works less than 40 hours per week will receive a pro rata or proportional amount of leave.

A. Notice: Requests for pregnancy disability leave must be submitted in writing with reasonabl e advance notice of the medical need for the leave. All leaves must be confirmed in writing, have an agreed -upon specific date of return, and be submitted to the City’s Human Resources department.

B. Certification: The request for pregnancy disability leave must be supported by a written certification from the attending physician stating that: (1) the employee is disabled from working by pregnancy, childbirth or a related medical condition; (2) the date on which the employee became disabled by pregnancy, childbirth or a related medical condition; and (3) the estimated duration or end date of the leave.

C. Compensation during Leave: Pregnancy disability leaves are without pay.

However, the employee must first use any available sick leave . Once sick

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38 leave is deplet ed, the employee may elect to use vacation leave or any other accrued paid time off during the leave.

D. Benefits during Leave: Group Health Insurance:
i. Group Health Insurance: An employee on pregnancy disability leave may continue to receive any group health insurance coverage that was provided before her leave, beginning on the date the pregnancy disability leave begins and continuing for up to four months in a 12 - month period, at the same level and under the same conditions that coverage would have been pro vided if the employee had continued in employment continuously for the duration of the leave. The City may recover premiums it paid to maintain health coverage if an employee does not return to work following pregnancy disability leave, unless the reason f or the failure to return is a circumstance beyond her control or the use of the separate right to 12 weeks of bonding leave under the FMLA.
ii. Sick, Administrative and Vacation Leaves: Sick , administrative and vacation leaves do not accrue while an employee is on unpaid pregnancy disability leave.
iii. Employee Status during Leave: The employee retains employee status during the leave. The leave is not a break in service for purposes of longevity or seniority under any collective bargaining agreement or employee benefit plan. Benefits will be resumed upon the employee’s reinstatement in the same manner and at the same levels as provided when the leave began, without any new qualification period, physical exam, or other qualifying provisions.

E. In accordance with the Family Care and Medical Leave Policy, pregnancy leave runs concurrently with FMLA.

F. Reinstatement:
i. Upon the expiration of pregnancy leave, the employee will be reinstated to her original or a comparable position, so long as it was not eliminated for a legitimate business reason during the leave. ii. If the employee’s original position is no longer available, the employee may be assigned to a comparable, open position for which they are qualified.
iii. If, upon return from leave , an employee is unable to p erform the

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39 essential functions of her job because of a physical or mental disability, the City will initiate an interactive process with the employee in order to identify a potential reasonable accommodation in accordance with these Policies.

Upon return from such leave, the employee shall submit to the appointing authority a fitness-for-duty certification from her health care provider stating the employee is able to resume her job duties with no restrictions or limitations.

Section 6-4 - Military Leave
Military leave will be granted in accordance with federal and state law. An employee requesting leave for this purpose shall promptly provide the City with a copy of the military orders specifying the dates, site, and purpose of the activity or mission. Within the limits of such orders, the City may determine when the leave is to be taken and may modify the employee’s work schedule to accommodate the leave request.

Section 6-5 - Benefits Earned During A Leave of Absence Without Pay An employee on leave of absence without pay shall not earn vacation, holidays, sick leave, or administrative leave. Subject to the terms of the group health insurance plans, an employee on a leave of absence without pay may continue to participate in all group insurance plans upon the approval of the appointing authority , provided the employee pays the entire premium for the insurance(s) plan(s) except where otherwise required by law or by these policies. Insurance premiums must be paid in advance.

Arrangements for insurance continuation must be made prior to the start of the leave of absence.

SECTION 7 – UNBENEFITED, SEASONAL PART-TIME AND VARIABLE-HOUR

EMPLOYEE SALARIES, POLICIES AND FRINGE BENEFITS

Section 7-1 - Salary Increases
Employees may receive salary increases as recommended by the Director and approved by the appointing authority.

Section 7-2 - Policies and Fringe Benefits
All employees are entitled to participate in those benefit programs mandated by

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40 law and for which they are otherwise eligible, such as workers’ compensation insurance, and are entitled to the protections of the City’s workplace policies, including those policies barring discrimination, harassment, and retaliation in employment and violence in the workplace.

Except as set forth in these policies, Unbenefited, Seasonal Part -Time and Variable Hour employees are not eligible for, and therefore do not participate in, the fringe benefit programs the City provides to full-time employees. Benefited part-time employees accrue sick leave, holidays, and vacation on a prorated basis. Employee benefits outlined in these policies may be modified by the appointing authority.

Section 7-3 - Policies and Fringe Benefits: All Employees The appointing authority may modify or eliminate employee benefits, plans, policies, options, and procedures at any time.

SECTION 8 - EXEMPT EMPLOYEES

Section 8-1 - Exempt Employees
Work hours for exempt employees, such as directors and exempt employees, are such as are necessary for completing their duties in a timely and efficient manner including, but not limited to, attendance at all meetings as directed by the City Manager, supervision of employees, coordination of office and City ac tivities, consultation with the City Manager and/or other employees, and providing service to the public.

Generally speaking, exempt employees should expect to be at work for all hours that their respective offices or work sites are open.

The City recogni zes the benefit and need to foster and maintain a strong, professional administrative team. The appointing authority has the discretion to designate exempt employees in accordance with applicable state and federal law. Exempt employees are compensated for the successful performance and completion of goals and objectives to meet community needs , regardless of the length of the workday or workweek, and are exempt from the overtime pay requirements of applicable law. The terms of this section and the exempt sa lary and leave plan shall apply to only those exempt employees specifically designated by the appointing authority.

Section 8-2 - Exempt Employee Compensation
The appointing authority shall have the sole discretion to determine the level of

Updated 07/07/2026
41 compensation paid to exempt employees. The placement, advancement, or reduction of an individual within the salary range or salary level shall be determined only after a review by the appointing authority to determine the extent to which the exempt employee has met the expectations and objectives of his or her respective job. The appointing authority also shall consider the degree to which an exempt employee has been of positi ve value to the effectiveness of the City’s administrative team. An exempt employee’s current salary or a salary advancement shall be neither automatic nor a matter of right, but based solely upon merit and performance.

Section 8-3 - Administrative Leave for Exempt Employees Except as to Deputy Director/Director/Executive Management employees, employees the City classified as exempt on or before August 3, 2011, accrue administrative leave bi-weekly at the rate of 96 hours each fiscal year; and employees the City classified as exempt after August 3, 2011, accrue administrative leave bi- weekly at the rate of 80 hours each fiscal year. Pursuant to Resolution 2026-037, all Deputy Director/Director/Executive Management employees accrue administrative leave at the rate of 3.7 hours per pay period (96 hours annually).

Administrative leave accrual is based on hours worked or hours paid (e.g. , when an employee is on paid leave).

An employee who the City classified as exempt on or before August 1, 2012, accumulates administrative leave without limit. An employee who the City classified as exempt after August 1, 2012, can accumulate a maximum of 240 hours of administrative leave. Once this maximum amount is accumulated, the employee ceases accruing any additional administrative leave. An employee resumes accruing administrative leave after using administrative leave and thereby reducing the amount accumulated below the maximum.

Administrative leave may be used at any time during the year with approval of the appointing authority. Exempt employees will be paid for unused administrative leave upon termination.

If a nonexempt employee becomes exempt and begins to accrue administrative leave, the employee’s accrued compensatory time (comp time) shall be paid out at this time.

Updated 07/07/2026
42 SECTION 9 - ADMINISTRATIVE INSTRUCTIONS/POLICIES

Section 9-1 - Additional Policies, Rules and Regulations The appointing authority may, by administrative policy, establish and publish policies, rules, regulations and procedures , consistent with the requirements of the Palmdale Municipal Code and these policies, to further guide employees in their workplace related conduct, to deal with other personnel and employment relationships, to implement and carry out these policies and to assist in enforcing of the principles and provisions of the City's Human Resources policies.

Section 9-2 - Administrative Instructions, Policies, and Procedures Employees shall comply with all administrative policies and procedures. Failure to comply with any administrative instruction may be grounds for discipline up to and including termination.

SECTION 10 - ANTI-HARASSMENT RULE

The Appointing Authority shall establish and implement anti -harassment, discrimination, and retaliation policies and procedures in accordance with federal and state law. The policies established by the Appointing Authority may be overridden by City Council Resolution.

SECTION 11 - HEALTH AND SAFETY

The Appointing Authority shall establish and implement health and safety policies and procedures in accordance with federal and state law, including a Workplace Violence Prevention Policy and a Workplace Drug and Alcohol Policy. The policies established by the Appointing Authority may be overridden by City Council Resolution.

SECTION 12 - CALIFORNIA PUBLIC EMPLOYEES’ RETIREMENT SYSTEM (CalPERS)

A. Introduction . Eligible full -time employees and eligible benefited part -time employees of the City will be enrolled in CalPERS.

B. City Employees / Members of CalPERS hired on or before April 10, 2011 .

Updated 07/07/2026
43 City employees/members of CalPERS members will pay the entire 8% Employee Contribution.

C. City Employees / Members of CalPERS hired during the period from on or after April 11, 2011, to and including December 31, 2012. City employees/members of CalPERS members will pay the entire 7% Employee Contribution.

D. City Employees / Members of CalPERS hired on or after January 1, 2013.

Based on CalPERS membership status, City employees/members of CalPERS will pay the entire Employee Contribution of 7.75% for Fiscal Year 2026-27. These are subject to possible increases or decreases in their pension contribution rate based on the results of the annual actuarial valuations, which are set directly by CalPERS.

SECTION 13 – DEFERRED COMPENSATION

Full-time employees may participate in the City’s deferred compensation plan.

Participation is voluntary and subject to the plan’s rules.

Effective July 1, 2026, the City will match employee contributions up to a maximum City contribution of two hundred dollars ($200) per month.

City Council Staff Report

DATE: JULY 7, 2026

TO: HONORABLE MAYOR AND CITY COUNCIL

FROM: PARKS AND RECREATION DEPARTMENT

DISTRICT: ALL

SUBJECT: APPROVE REQUISITION WITH HASA, INC., FOR POOL CHEMICAL SUPPLIES IN AN AMOUNT NOT TO EXCEED $ 200,000 FOR FY
2026-27

RECOMMENDATION

Staff recommend that the City Council:

1. Approve Requisition No. 270010 with Hasa, Inc., for pool chemical supplies in an amount not to exceed $200,000 for FY 2026-27; and,

2. Authorize the City Manager or his designee to approve Requisition No. 270010 with Hasa, Inc., and the resulting purchase order, including minimal and/or non - substantial changes.

BACKGROUND

The City operates four community pools and DryTown Water Park, al l of which require ongoing maintenance to ensure public safety and water quality. Essential supplies such as chlorine, acid, and other chemicals are necessary to maintain sanitary conditions and comply with state and county health regulations for aquatic facilities.

DISCUSSION

In March 2024, the City issued Bid No. 24 -003-3400 for the purchase of pool chemical supplies. Hasa, Inc. was the lowest responsive and responsible bidder. City Council subsequently approved a purchase order in the amount of $212,500 for pool chemical supplies through June 2025, followed by a one-year extension through June 2026. The Parks and Recreation Department now seeks approval to exercise the second and final one-year extension option, extending the contract term from July 1, 2026, through June 30, 2027.

Report to Mayor and City Council
Re: Approve Requisition No. 270010 with Hasa, Inc.

July 7, 2026

Page 2 ends

The proposed pricing for pool chemicals aligns with current market conditions. The requested funding amount is based on the vendor’s current price schedule, the City’s historical chemical usage data, and projected facility needs.

FISCAL IMPACT

$200,000; Sufficient funds are budgeted in Aquatic Maintenance and DryTown Water Park supply accounts.

STRATEGIC PLAN
Goal III. Invest in infrastructure to improve community livability.

A. Seek innovative, cost-effective, customer-focused methods of service delivery.

Prepared by: Keri Smith, Director of Parks and Recreation Certified as to availability of Funds: Janelle Samson, Director of Operations Approved by: Salvador Mendez, City Manager
Approved as to form: Alexandra Severino, City Attorney

ATTACHMENTS

Req. No. 270010 with Hasa, Inc.
================================================================================ Bill To | Requisition 00270010-00 FY 2027 FINANCE DEPARTMENT |
38300 SIERRA HWY |Acct No:

STE D |10141006-732633
PALMDALE, CA |Review:
93550 |Buyer: cmantell
|Status: Approved Page 1
================================================================================ Vendor 95-2302297 Ship To
HASA, INC. PARKS & RECREATION ADMIN 23119 DRAYTON ST. 827 East Avenue Q-9

PALMDALE, CA 93550
SAUGUS, CA 91350 [email protected]

1 10141006-732633 118000.00 002 Please add $82,000 on account 1.00 82000.00000 82000.00 30041005-735130 DL

1 30041005-735130 82000.00 Requisition Link
Requisition Total 200000.00
***** General Ledger Summary Section *****
Account Amount Remaining Budget 10141006-732633 118000.00 1557910.00

AQUATICS MAINTENANCE SUPPLIES POOL CHEMICALS 30041005-735130 82000.00 1557910.00

WATER PARK SUPPLIES-MAINT POOL CHEMICALS ***** Approval/Conversion Info *****
Activity Date Clerk Comment
E-mail 06/25/26 Eric Dombrowski e-mail notification sent E-mail 06/25/26 Keri Smith e-mail notification sent E-mail 06/25/26 Janelle Samson e-mail notification sent E-mail 06/25/26 Elizabeth Johnson e-mail notification sent E-mail 06/25/26 Candice Mantell e-mail notification sent E-mail 06/25/26 Dawn McIntosh e-mail notification sent ================================================================================ Bill To | Requisition 00270010-00 FY 2027 FINANCE DEPARTMENT |
38300 SIERRA HWY |Acct No:

STE D |10141006-732633
PALMDALE, CA |Review:
93550 |Buyer: cmantell
|Status: Approved Page 2
================================================================================ Vendor 95-2302297 Ship To
HASA, INC. PARKS & RECREATION ADMIN 23119 DRAYTON ST. 827 East Avenue Q-9

PALMDALE, CA 93550
SAUGUS, CA 91350 [email protected]

City Council Staff Report

DATE: JULY 7, 2026

TO: HONORABLE MAYOR AND CITY COUNCIL

FROM: PUBLIC WORKS DEPARTMENT

ENGINEERING DIVISION

DISTRICT: 1

SUBJECT: ADOPT RESOLUTION NO. CC 2026-039, A JOINT RESOLUTION OF

THE BOARD OF SUPERVISORS OF THE COUNTY OF LOS

ANGELES ACTING ON BEHALF OF THE LOS ANGELES COUNTY

GENERAL FUND, LOS ANGELES COUNTY CONSOLIDATED FIRE

PROTECTION DISTRICT, LOS ANGELES COUNTY WATERWORKS
#40 – ANTELOPE VALL EY, LOS ANGELES COUNTY
WATERWORKS #40 ACO FUND, THE BOARD OF DIRECTORS OF
THE COUNTY SANITATION DISTRICT NO. 14 OF LOS ANGELES

COUNTY, AND THE GOVERNING BODIES OF THE ANTELOPE

VALLEY CEMETERY DISTRICT, ANTELOPE VALL EY MOSQUITO

AND VECTOR CONTROL DISTRICT, ANTELOPE VALLEY

RESOURCE CONSERVATION DISTRICT, CITY OF PALMDALE,
AND THE ANTELOPE VALLEY – EAST KERN WATER AGENCY

APPROVING AND ACCEPTING THE NEGOTIATED EXCHANGE OF

PROPERTY TAX REVENUES RESULTING FROM THE
ANNEXATION TO COUNTY SA NITATION DISTRICT NO. 14
ENTITLED ANNEXATION NO. 466

RECOMMENDATION

Staff recommend that the City Council:

1. Adopt Resolution No. CC 2026-039, a Resolution of the City Council of the City of Palmdale adopting the Joint Resolution of the Board of Supervisors of the County of Los Angeles acting on behalf of the Los Angeles County General Fund, Los Angeles County Consolidated Fire Protection District, Los Angeles County Waterworks #40 – Antelope Valley, Los Angeles County Waterworks #40 ACO Fund, the Board of Directors of the County Sanitation District No. 14 of Los Angeles County , and the governing bodies of the Antelope Valley Cemetery District, Antelope Valley Mosquito and Vector Control District, Antelope Valley Resource Conservation District, City of Palmdale, and the Antelope Valley – East Kern Water Agency approving and accepting the negotiated exchange of property Report to Mayor and City Council
Re: Resolution No. CC 2026-039
July 7, 2026

Page 2 ends

tax revenues resulting from annexation to County Sanitation District No. 14 entitled Annexation No. 466; and,

2. Authorize the Mayor to execute Resolution No. CC 202 6-039, approving and accepting the negotiated exchange of property tax revenues resulting from the annexation of territory to County Sanitation District No. 14 entitled Annexation No. 466; and,

3. Authorize the Mayor to execute the Los Angeles County Joint Resolution, approving and accepting the negotiated exchange of property tax revenues resulting from the a nnexation of territory to County Sanitation District No. 14 entitled Annexation No. 466.

BACKGROUND

The County Sanitation District No. 14 of Los Angeles County has requested that the City enter into a tax-sharing agreement for parcel numbers 3111-012-083 and 3111-012-084 as shown in the attached Annexation No. 466 Map. These parcels are part of a proposed light-industrial building located on the northwest corner of 10th Street West and Avenue M-8. This annexation is a condition of the development’s entitlement and is required before it can receive sewer service.

In accordance with the Revenue and Taxation Code (Sections 99 and 99.01), any time there is a jurisdictional change that results in a special district providing a new service not previously provided to an area, the law requires the governing bodies of all local agencies that receive a portion of that property tax determine by resolution the amount of the annual tax increase to be transferred to that special district . The existing ad valorem tax revenue based on the property’s assessed value received by agencies will not change. This action affects only that portion of future tax revenues attributable to increases in assessed property value.

DISCUSSION

Adoption of this Resolution will be in accordance with the Revenue and Taxation Code between public agencies currently receiving tax revenue from th ese parcels and the County Sanitation District No. 14 . Through the referenced annexation, the Sanitation District will be providing off-site sewage disposal services to this parcel for the first time.

All the referenced agencies and special districts will execute similar resolutions and are parties to the proportional tax adjustment.

Report to Mayor and City Council
Re: Resolution No. CC 2026-039
July 7, 2026

Page 3 ends

FISCAL IMPACT

$0; The current property tax share ratio for the City of Palmdale within the area of this annexation is 6.6169%. This Council action will allocate 0.0396% of any future tax increase to County Sanitation District No. 14. This results in a net tax share rate for the City of 6.5772%. This allocation follows the State Revenue and Taxation Code, and the allocation formula is established and calculated by the Los Angeles County Auditor- Controller.

STRATEGIC PLAN

Goal II: Ensure the long-term fiscal health of the City and maintain funding for services.

A. Manage resources, costs, and liabilities to ensure the City’s long-term fiscal health.

Prepared by:

Leonardo Torres, P.E.,
Director of Public Works
Certified as to availability of Funds: Janelle Samson, Deputy City Manager Approved by: Salvador Mendez, City Manager
Approved as to form: Alexandra Severino, City Attorney

ATTACHMENTS

Reso. No. CC 2026-039
Annexation No. 466 Transmittal Letter
Annexation No. 466 Map
Annexation No. 466 Tax Transfer Worksheet
Annexation No. 466 Joint Tax Sharing Reso

CITY COUNCIL

CITY OF PALMDALE, CALIFORNIA
RESOLUTION NO. CC 2026-039

A JOINT RESOLUTION OF THE BOARD OF SUPERVISORS OF THE COUNTY

OF LOS ANGELES ACTING ON BEHALF OF THE LOS ANGELES COUNTY

GENERAL FUND, LOS ANGELES COUNTY CONSOLIDATED FIRE
PROTECTION DISTRICT, LOS ANGELES COUNTY WATERWORKS #40 – ANTELOPE VALLEY, LOS ANGELES COUNTY WATERWORKS #40 ACO FUND, THE BOARD OF DIRECTORS OF THE COUNTY SANITATION DISTRICT NO. 14

OF LOS ANGELES COUNTY, AND THE GOVERNING BODIES OF THE

ANTELOPE VALLEY CEMETERY DISTR ICT, ANTELOPE VALL EY MOSQUITO & VECTOR CONTROL DISTRICT, ANTELOPE VALLEY RESOURCE

CONSERVATION DISTRICT, CITY OF PALMDALE, AND THE ANTELOPE VALLEY – EAST KERN WATER AGENCY APPROVING AND ACCEPTING THE

NEGOTIATED EXCHANGE OF PROPERTY TAX REVENUES RESULTING
FROM THE ANNEXATION TO COUNTY SANITATION DISTRICT NO. 14 ENTITLED ANNEXATION NO. 466

WHEREAS, pursuant to Section 99 and 99.01 of the Revenue and Taxation Code, prior to the effective date of any jurisdictional change which will result in a special district providing a new service, the governing bodies of all local agencies that receive an apportionment of the property tax from and area must determine the amount of property tax revenues from the annual tax increment to be exchanged between the affect ed agencies and approve and accept the negotiated exchange of property tax revenues by resolution; and

WHEREAS, the governing bodies of the agencies signatory hereto have made determinations of the amount of property tax revenues from the annual tax increments to be exchanged as a result of the annexation to County Sanitation District No. 14 entitled Annexation No. 466.

NOW, THEREFORE, BE IT RESOLVED, THE CITY COUNCIL OF THE CITY OF

PALMDALE DOES HEREBY FIND, DETERMINE, RESOLVE , AND ORDER AS FOLLOWS:

SECTION 1. The negotiated exchange of property tax revenues resulting from the annexation of territory to County Sanitation District No. 14 in the annexation entitled Annexation No. 466 is approved and accepted.

SECTION 2. For each fiscal year commencing on or after July 1, 2025, or after the effective date of this jurisdictional change, whichever is later, the County Auditor shall transfer to the County Sanitation District No. 14 a total of 0.3232507 percent of the annual tax increment attributable to the land area encompassed within Annexation No. 466 as shown on the attached Worksheet and Map.

Resolution No. CC 2026-039

Page 2 of 2 ends

SECTION 3. No additional transfer of property tax revenues shall be made from any other tax agencies to County Sanitation District No. 14 as a result of annexation entitled Annexation No. 466.

SECTION 4. No transfer of property tax increments from properties within a community redevelopment project, which are legally committed to a Community Redevelopment Agency, shall be made during the period that suc h tax increment is legally committed for repayment of the redevelopment project costs.

SECTION 5. If at any time after the effective date of this resolution, the calculation used herein to determine the initial property tax transfers or the data used to perform these calculations are found to be incorrect thus producing an improper or inaccurate property tax transfer, the property tax transfer shall be recalculated and the corrected transfer shall be implemented for the next fiscal year.

SECTION 6. The City Clerk shall certify the adoption of this resolution.

PASSED, APPROVED and ADOPTED this 7th day of July 2026.

_________________________________
Eric Ohlsen, Mayor

APPROVED AS TO FORM: ATTEST:

___________________________ _________________________________ Alexandra Severino, City Attorney Rochelle Scott, City Clerk

I, Rochelle Scott, City Clerk of Palmdale, California, do hereby certify that the foregoing resolution was duly passed, approved, and adopted by the City Council of the City of Palmdale at a regular meeting of said Council held on the 7th day of July 2026, by the following roll call vote:

AYES: ___________________________________________________________

NOES: ___________________________________________________________

ABSTAIN: ______________________ABSENT:___________________________

Date: ______________________________ _____________________________ Rochelle Scott, City Clerk

City Council Staff Report

DATE: JULY 7, 2026

TO: HONORABLE MAYOR AND CITY COUNCIL

FROM: PUBLIC WORKS DEPARTMENT

MAINTENANCE DIVISION

DISTRICT: ALL

SUBJECT: APPROVE AGREEMENT WITH TAFT ELECTRIC COMPANY FOR

AS-NEEDED ELECTRICAL SERVICES FOR A TOTAL NOT TO
EXCEED AMOUNT OF $500,000 FOR A THREE-YEAR TERM, WITH

TWO OPTIONAL ONE-YEAR EXTENSIONS

RECOMMENDATION

Staff recommend that the City Council:

1. Approve Agreement No. A -9669 with Taft Electric Company for as -needed electrical services for a total not to exceed amount of $500,000 for a three-year term, with two optional one-year extensions; and,

2. Authorize the City Manager or his designee to execute Agreement No. A-9669 with Taft Electric Company, including minimal and/or non-substantial changes.

BACKGROUND

City Maintenance maintains electrical systems that support City facilities, parks, parking lots, irrigation infrastructure, and other public assets. While in-house staff perform much of this work, additional contractor support is needed to meet service demands, perform specialized electrical work, and accommodate project schedules.

To support these needs, the City utilizes service agreements with qualified con tractors to provide electrical maintenance, repair, installation, and other technical services on an as-needed basis. These contracted services supplement in -house personnel and help ensure the reliability and safety of electrical systems throughout City f acilities and infrastructure.

Using an as-needed electrical services contractor provides the City with the flexibility and technical expertise necessary to respond promptly to maintenance needs and complete projects efficiently.

Report to Mayor and City Council
Re: Approve Agreement No. A-9669 with Taft Electric Company July 7, 2026

Page 2 ends

DISCUSSION

The City publicly advertised Request for Proposal ( RFP) No. 26 -001-3400-2 for As - Needed Electrical Services and Repairs through the PlanetBids electronic platform on March 3, 2026. The solicitation was also posted on the City’s website and published in the Antelope Valley Press. A total of nineteen vendors registered as prospective bidders, and three submitted proposals by the April 2, 2026, deadline.

Rank Vendor Location Proposal Amount
1 Taft Electric Company Ventura, CA 9,050.47
2 GA Technical Services, Inc. Glendora, CA 6,764.97
3 Big Sky Electric Upland, CA 9,264.72

These services are requested on an as -needed basis ; the cost component of each proposal was evaluated using hourly labor rates rather than a fixed project total.

Proposals were evaluated on past performance, relevant experience, ability to perform, technical approach, and cost. Taft Electric Company (Taft) received the highest overall evaluation score. The Request for Proposal (RFP) process is intended to identify the proposal that provides the best overall value to the City. While cost is an important evaluation factor, it is not the sole consideration. Taft demonstrated strong technical proficiency, extensive experience providing municipal electrical services, and a proven record of reliable performance. With more than 75 years of e xperience in electrical installations, maintenance, repairs, emergency response, and on-call services, including prior work for the City of Palmdale , Taft offers the capacity and local staffing needed to provide a timely response.

Under the proposed agreement, the contractor will provide as -needed electrical maintenance, repairs, and installations for City facilities and infrastructure. Services may include work on electrical power distribution systems, lighting infrastructure, parking lot lighting, conduit and control systems, irrigation and stormwater electrical equipment, temporary power services, underground electrical troubleshooting, and other related tasks. The contractor will also coordinate with utility providers and obtain required inspections and documentation.

This agreement will provide the City with flexibility to address unforeseen electrical issues, support maintenance projects, and ensure that electrical work is completed in compliance with applicable codes, regulations, and utility requirements. Supplementing in-house staff with qualified contractor services will help maintain service levels, improve response times, and ensure the continued reliability of the City’s electrical infrastructure.

Report to Mayor and City Council
Re: Approve Agreement No. A-9669 with Taft Electric Company July 7, 2026

Page 3 ends

FISCAL IMPACT

$500,000; Funds are budgeted and available in FY 2026 -27 for as -needed electrical services and repairs in Facility Maintenance, Park Maintenance, General Benefit Landscape, Landscape Assessment Districts, and Transit Services accounts. Funds for subsequent years will be proposed through the annual budget process.

STRATEGIC PLAN

Goal III. Invest in infrastructure to improve community livability.

A. Seek innovative, cost effective, customer focused methods of service delivery.

Prepared by: Leonardo Torres, P.E.,
Director of Public Works
Certified as to availability of Funds: Janelle Samson, Deputy City Manager Approved by: Salvador Mendez, City Manager
Approved as to form: Alexandra Severino, City Attorney

ATTACHMENTS

Agrmt No. A-9669 with Taft Electric Company
Proposal
AGREEMENT NO. A-9669

CONTRACT FOR SERVICES

BETWEEN THE CITY OF PALMDALE AND TAFT ELECTRIC COMPANY

This CONTRACT for services (“Contract” herein) is made and entered into by and between the City of Palmdale, a public body corporate and politic, (hereinafter called “CITY”), and TAFT ELECTRIC COMPANY, a Corporation, (hereinafter called “CONTRACTOR”). This Contract shall become effective on the date of the last signatory.

RECITALS
WHEREAS, CONTRACTOR represents that CONTRACTOR has the expertise and is qualified to perform the services described in this Contract.

NOW THEREFORE, CITY and CONTRACTOR, in consideration of the mutual covenants hereinafter set forth, agree as follows:
1 CITY PROJECT MANAGER
To provide the services required by this Contract, CONTRACTOR shall act under the authority and approval of Public Works Director/designee, who shall oversee this Contract, the work performed by CONTRACTOR, assist CONTRACTOR with any necessary information, audit billings, and approve payments. The CONTRACTOR shall channel all contacts and requests through the City project manager. 2 DESCRIPTION OF WORK

2.1 CONTRACTOR shall provide the following services in a manner satisfactory to CITY:

A. General Requirements
CONTRACTOR shall provide all labor, tools, and equipment necessary to perform as- needed electrical repairs, maintenance, and installations as directed by CITY.

All work shall be completed in a workmanlike manner and in full compliance with all applicable federal, state, and local laws, regulations, building codes, and manufacturer specifications. To the extent required by law, the work shall be performed by individuals properly licensed and authorized to perform such work.

All materials and installations shall comply with the most current editions of the National Electrical Code (NEC) and the Uniform Building Code.

B. Utility Coordination and Compliance
CONTRACTOR shall perform work in compliance with the current Southern California Edison (SCE) Electrical Service Requirements (ESR), Appendix A. 1-15Concord - Document ID: 033VT4sM5tDIlNYSGsr9r3
CONTRACTOR shall:
• Notify Southern California Edison in advance of service requests prior to commencing any work that interfaces with SCE infrastructure. • Coordinate and schedule inspections with an authorized Southern California Edison representative, where applicable.
• Utilize materials that follow the Southern California Edison Electrical Service Requirements (ESR), Appendix A.

C. Materials
The CITY shall provide all electrical materials and supplies as needed or requested to meet the NEC requirement for all electrical repairs and installations.

D. Services
As-needed electrical services may include, but are not limited to, the following:
• Repair or installation of electrical power distribution systems • General electrical repairs
• Installation or replacement of lighting ballast(s)
• Installation of light fixtures
• Installation of parking lot light poles
• Installation of additional outlets and switches as directed • Installation of fused disconnects
• Installation and/or replacement of conduit(s)
• Providing and/or installation of temporary power
• Supplying required electrical service to various equipment • Detection of underground electrical shorts
• Installation of landscape electrical meter pedestals
• Installation of landscape controllers and irrigation pumps • Excavation as required to complete electrical work
• Providing submittals, drawings, and/or plans required for permits and approvals E. Inspections and Final Acceptance
Upon final completion of any work performed under this Agreement, CONTRACTOR shall schedule a final inspection with CITY-authorized representative. CONTRACTOR shall also schedule inspections with an authorized Southern California Edison representative, where applicable.

F. Site Conditions and Cleanup
CONTRACTOR agrees to remove all debris, trash, and unused materials when leaving the jobsite, leaving it in a broom-clean condition.

G. Payroll Records
CITY may request certified payroll records (CPRs) from CONTRACTOR at any time.

CONTRACTOR shall submit all requested CPRs within seventy-two (72) hours of the CITY request.
2-15Concord - Document ID: 033VT4sM5tDIlNYSGsr9r3

2.2 CONTRACTOR shall have no claim for compensation for any services or work, which has not been authorized by CITY’s Authorization to Proceed.

2.3 CONTRACTOR shall not accept any change of scope, or change in contract provisions, to this Contract unless issued in writing, as a contract change order or amendment and signed by CITY. Any extensions of time must be mutually agreed upon in writing and executed by both parties.

2.4 CONTRACTOR shall maintain in current status all Federal, State, and local licenses and permits required for the operation of the business conducted by the CONTRACTOR as applicable to this contract.

2.5 All work supplied under this Contract shall be fully guaranteed by CONTRACTOR for a minimum period of 365 days from the date of acceptance by CITY. Any defects of design, workmanship, or materials that would result in non- compliance with the Contract specifications shall be fully corrected by CONTRACTOR (including parts and labor) without cost to CITY. The written warranty shall be included with the delivered products to the using Department.

2.6 CITY shall provide to CONTRACTOR, without charge, all data, program information, including reports, records, maps, and other information, now in CITY’s possession, which may facilitate the timely performance of the work.

2.7 At all times during the term Contract, CONTRACTOR shall possess and maintain all required Federal, State, and local licenses and permits. CONTRACTOR shall possess a valid and current C-10 Electrical Contractor’s License with the Contractor's State License Board (CSLB) and City of Palmdale Business License to perform the required work.

CONTRACTOR's CSLB license number is 772245. CONTRACTOR's DIR registration number is 1000000149. CONTRACTOR's Business License number is 11600505.

CONTRACTOR hereby certifies that it holds the required license(s).

2.8 This Contract calls for work to be performed constituting public works. All labor is to be paid at prevailing wage rates. CONTRACTOR to determine proper wage classification. CONTRACTOR and all subcontractors must be registered with the State of California Department of Industrial Relations (DIR) as a public works contractor for the duration of the agreement and is responsible for any and all registration and/or renewal fees. CITY may request certified payroll records for any work performed under the term of the agreement. CONTRACTOR acknowledges and understands it must comply with the prevailing wage requirements as set for in Exhibit A.

2.9 CONTRACTOR shall comply with the requirements of Section 1776 of the Labor Code, of the State of California. Failure of the CONTRACTOR to comply with the Labor Code requirements to pay prevailing wages and to maintain certified payroll 3-15Concord - Document ID: 033VT4sM5tDIlNYSGsr9r3
records may result in withholding from progress payments amounts for unpaid wages and penalties as authorized by the Labor Code. CONTRACTOR shall submit certified payroll records (CPRs) to the Labor Commissioner using DIR's electronic certified payroll reporting system if project exceeds $25,000 for new construction, alteration, installation, demolition, or repair or $15,000 for maintenance. If project is applicable, CITY shall verify CONTRACTOR's eCPRs are submitted before processing invoices for payment.

2.10 Unless otherwise expressly provided in the bid documents, if any individual project performed under this agreement exceeds $25,000, CONTRACTOR shall provide CITY with a performance and payment bond each in the full amount of the individual project. Such bonds are required by the CITY before work is to be performed on the specified project. If bonds are required, CONTRACTOR shall submit all bonds electronically through Surety2000.

2.11 NOTICE IS ALSO HEREBY GIVEN that this Project shall comply with the requirements of the COMMUNITY WORKFORCE AGREEMENT BY AND BETWEEN

THE CITY OF PALMDALE AND LOS ANGELES/ORANGE COUNTIES BUILDING

AND CONSTRUCTION TRADES COUNCIL AND THE SIGNATORY CRAFT COUNCILS AND UNIONS (“CWA”) if the resulting Public Work Agreement exceeds $150,000 for prime specialty contracts and/or $750,000 for construction or rehabilitation work involving prime multi-trade contracts, including all subcontracts. If applicable, the awarded Contractor, and each of its subcontractors, of whatever tier, shall be required to submit Letter(s) of Assent per the CWA.

3 CONTRACTOR’S KEY PERSONNEL

3.1 Key Staff. CITY reserves the right to review and approve CONTRACTOR’S staff including all subcontractors to be assigned to any project by CONTRACTOR during the term of this Contract.

This Contract has been awarded to CONTRACTOR based partially on the key personnel proposed to perform the services required herein. CONTRACTOR shall not change nor substitute any of these key staff for work on this Contract without prior written approval by CITY.

CONTRACTOR’s Team and Key Personnel are as follows:

Not Applicable
This Services Contract has been awarded to CONTRACTOR based on its representation that those personnel and subcontractors submitted as part of its bid and listed above will perform the portions of the work listed above.

CONTRACTOR shall not deviate nor substitute any of these team members without prior written approval by CITY.
4-15Concord - Document ID: 033VT4sM5tDIlNYSGsr9r3

3.2 Subcontractors. During the performance of the Agreement, CONTRACTOR may engage such additional SUBCONTRACTORS as may be required for the timely completion of this Agreement. In the event of subcontracting, the sole responsibility for fulfillment of all terms and conditions of this Agreement rests with CONTRACTOR.

CONTRACTOR shall not enter into any Subcontract under this Contract for the performance of this Contract without the advance written approval of CITY. The subcontract shall incorporate by reference the terms and conditions of this Contract.

3.3 Direct Responsibility. All services required under this Contract shall be performed by CONTRACTOR, or under CONTRACTOR’s direct supervision, and all personnel shall possess the qualifications, permits and licenses required by State and local law to perform such services.

3.3.1 CONTRACTOR shall be solely responsible for the satisfactory work performance of all personnel engaged in performing services required by this Contract, and compliance with all reasonable performance standards established by CITY.

3.3.2 CONTRACTOR shall be responsible for payment of all CONTRACTOR’s employees’ and subcontractor’s wages and benefits and shall comply with all requirements pertaining to the employer’s liability, workers’ compensation, unemployment insurance, and Social Security.

3.3.3 CONTRACTOR shall indemnify and hold harmless CITY, and its respective officers, agents and employees from and against all claims, demands, damages or costs arising from CONTRACTOR’s acts or omissions with respect to any liability, damages, claims, costs and expenses of any nature arising from alleged violations of personnel practices.
4 CONTRACT TERM

The term of this Contract is Three (3) Years, commencing on the effective date, with CITY reserving the option to extend the agreement for 2 additional terms of one year each.

5 ACCEPTANCE AND DOCUMENTATION
Each task shall be reviewed and approved by the Contract Project Manager to determine acceptable completion.

5.1 Records. The CONTRACTOR shall retain and shall contractually require each SUBCONTRACTOR to retain all data and other “records” relating to the acquisition and performance of the Contract for a period of five years after the completion of the Contract.
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5.2 Property of CITY. All materials, including reports, computer programs and other deliverables, supplied or created under this Contract are the sole property of CITY. CONTRACTOR is not entitled to a patent or copyright on those materials and may not transfer the patent or copyright to anyone else. CONTRACTOR shall not use or release these materials without the prior written consent of CITY.

5.3 Products. All equipment, materials, parts, and other components incorporated in the work or services performed pursuant to this Contract shall be new, or the latest model and of the most suitable grade for the purpose intended. All work shall be performed in a skilled and workmanlike manner. 6 PRICE
CITY shall pay to CONTRACTOR an amount not to exceed Five Hundred Thousand dollars ($500000.00) for the completion of all the work and services described in Section 2, which sum shall include all costs or expenses incurred by CONTRACTOR, payable as follows:

As set forth in Exhibit "C" Fee Schedule attached hereto and made part herein by reference.

Pricing shall be firm fixed pricing for stated term/project and shall include all costs in accordance with all contract requirements, including, but not limited to fully burdened labor, payroll and other taxes, fringes, licenses and permits, insurance, workforce productivity, coordination, transportation, field overhead, general and administrative overhead, and profit. Contractor shall submit all costs to the CITY. All hourly rates, service fees, or charges shall include any and all travel charges (i.e., portal to portal) necessary.

Payment shall be based on actual quantities and there is no guarantee that the CITY shall require any certain quantity.

Material Mark-Up
CITY has the option to purchase parts for projects. In the event CONTRACTOR purchases material, parts, or components, reimbursement will be based on the price plus the stated material mark-up percentage supplied in the cost proposal form. The CONTRACTOR shall first submit a quote to the CITY for approval before work is performed. Any non-warranty work must be approved by the CITY.

CITY may request CONTRACTOR submit a copy of the detailed vendor invoice for materials to serve as back-up to CONTRACTOR’S detailed invoice specifying all labor, parts, taxes, fees, etc. The CITY will pay only for materials used for each job, as well as applicable sales tax. The mark-up percentage applies to material cost only.

6.1 An application for payment form must be submitted to CITY which shall include the following: a clear, detailed invoice reflecting work being billed for, a 6-15Concord - Document ID: 033VT4sM5tDIlNYSGsr9r3
summary sheet showing percentage of work completed to date, amount/percent billed to date and current status of all tasks within a project; any/all backup documentation supporting the above items. Work schedule updates must also be included with the payment requests.

6.2 CONTRACTOR shall maintain adequate records and shall permit inspection and audit by CITY of CONTRACTOR’s charges under this Contract. CONTRACTOR shall make such records available to CITY during normal business hours upon reasonable notice. Nothing herein shall convert such records into public records, and they will be available only to CITY and any specified public agencies. Such records shall be maintained by CONTRACTOR for one (1) year following completion of the work under this Contract unless a longer period of time is required by state or federal law, in which event CONTRACTOR shall retain its records for the time required by such laws.

6.3 Payment. A separate invoice shall be issued for each shipment of material or service performed, and no payment will be issued prior to receipt of material and/or completion of specified services and receipt of a correct invoice. 7 TAXES

7.1 CONTRACTOR shall pay all sales, consumer, use, and other similar taxes required to be paid by CONTRACTOR in accordance with state and local laws.

7.2 CONTRACTOR is an independent contractor and shall have no power or authority to incur any debt, obligation, or liability on behalf of CITY. No person employed by CONTRACTOR or acting on its behalf, in connection with this Contract shall be considered the Agent or employee of CITY.

7.3 CONTRACTOR shall be required to obtain a current City of Palmdale business license, as required by the Palmdale Municipal Code, before an Authorization to Proceed is issued.

7.4 When equipment, materials or supplies generally taxable to CONTRACTOR are eligible for a tax exemption due to the nature of the work, CONTRACTOR shall assist the City in applying for and obtaining such tax credits and exemptions, which shall be paid or credited to the City.
8 PATENT FEES AND ROYALTIES
CONTRACTOR shall pay all license fees and royalties and assume all costs incident to the use, in the performance of the work or the incorporation in the work of any invention, design, process, program, product or device which is the subject of patent rights or copyrights held by others. If a particular invention, design, process, program, product or device is specified in the contract documents for use in the performance of the work and if, to the actual knowledge of CITY, its use is subject to patent rights or copyrights calling for the payment of any license fee or royalty to others, the 7-15Concord - Document ID: 033VT4sM5tDIlNYSGsr9r3
existence of such rights shall be disclosed by CITY in the contract documents.

CONTRACTOR shall indemnify and hold harmless CITY and anyone directly or indirectly employed by CITY from and against all claims, damages, losses and expenses (including attorneys' fees) arising out of any infringement of patent rights or copyrights incident to the use in the performance of the work, or resulting from the incorporation in the work of any invention, design, process, program, product or device not specified in the contract documents, and shall defend all such claims in connection with any alleged infringement of such rights. 9 INDEMNIFICATION
To the fullest extent permitted by law, CONTRACTOR and any subcontractors working on its behalf agree to indemnify CITY, its officers, employees, agents and elected and appointed boards (hereinafter “Indemnified Parties”) for any loss, claim, demand, cause of action, cost, expense, damage, obligation or liability which arises out of or is in any way connected with the performance of any work under this agreement, including any acts or omissions, willful misconduct or negligent conduct, whether active or passive, on the part of CONTRACTOR, or its subcontractors, and regardless of any acts, omissions or negligence (whether active or passive) of any person or entity indemnified hereunder. At their own expense, CONTRACTOR and, as applicable, any subcontractors working on its behalf, shall defend any suit, claim or action against the Indemnified Parties founded upon such loss, claim, demand, cause of action, cost, expense, damage, obligation or liability. CONTRACTOR shall ensure that the contract of any subcontractor working under this agreement contain an indemnity agreement, requiring the subcontractor to indemnify and defend the Indemnified Parties pursuant the terms set forth above. CONTRACTOR shall indemnify the Indemnified Parties, and save it harmless from any and all loss, damage, costs, expenses and attorney's fees suffered or incurred on account of any breach of the aforesaid obligations and covenants, and any other provision or covenant of this agreement.
10 INSURANCE

10.1 CONTRACTOR, at its expense, shall maintain in effect at all times during the performance of work under this Contract not less than the following coverage and limits of insurance, which shall be maintained with insurers listed “A” or better in the Best’s Insurance Guide and authorized to do business in the State of California.

Proof of Insurance, as identified in Section 10.8, must be reviewed and accepted by the City Attorney.

10.1.1 Workers’ Compensation and Employer’s Liability
 Workers’ Compensation -- coverage as required by the State of California  Employer’s Liability
$1,000,000 each accident
$1,000,000.00 policy limit bodily injury
$1,000,000.00 each employee bodily injury by disease

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10.1.2 Commercial General Liability
 $2,000,000.00 limit on a per occurrence basis
 $4,000,000.00 general aggregate limit

10.1.3 Commercial Automobile Liability
 $5,000,000.00 combined single limit including owned, non-owned and hired automobile coverage

10.1.4 Professional Liability (E&O)*
 $1,000,000.00 limit on a per occurrence basis

10.2 All of CONTRACTOR’s policies shall contain an endorsement providing that written notice shall be given to CITY at least thirty (30) calendar days prior to termination, cancellation, or reduction of coverage in the policy.

10.3 Policies providing for bodily injury and property damage coverage shall contain the following:

A. An endorsement extending coverage to the City as an additional insured, as respects liability arising out of the performance of any work under the Contract.

Such insurance shall be primary insurance, as respects the interest of the City, and any other insurance maintained by the City shall be considered excess coverage and not contributing insurance with the insurance required hereunder. The certificates shall state: “The City of Palmdale, Successor Agency to the Community Redevelopment Agency of the City of Palmdale, Palmdale Civic Authority, Housing Authority, Industrial Development Authority, Airport Authority, their officers, agents, employees and volunteers are named as additional insured”.

B. “Severability of Interest” Clause.

10.4 Promptly upon execution of this Contract, and prior to commencement of any work, CONTRACTOR shall deliver to CITY certificates of insurance and endorsements to all required policies demonstrating that CONTRACTOR has the required coverage and showing the required named insured. Within five (5) days of written request from CITY, CONTRACTOR shall deliver to CITY full and complete copies of all insurance policies required by this Contract.

10.5 The requirements as to the types and limits of insurance to be maintained by CONTRACTOR are not intended to and shall not in any manner limit or qualify CONTRACTOR’s liabilities and obligations under this Contract.

10.6 Any policy or policies of insurance that CONTRACTOR elects to carry as insurance against loss or damage to its equipment and tools or other personal property used in the performance of this Contract shall include a provision waiving the insurer’s right of subrogation against CITY.
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10.7 All insurance coverage must be maintained throughout the duration of this Contract.

10.8 Acceptable Proof of Insurance:

10.8.1 ACORD Certificate of Insurance listing all coverage, limits, deductibles and insured; and endorsements for all applicable coverage if agent has authority to issue it; or additional insured Form CG20100704 and CG20370704 or equivalent must be provided for general liability coverage. Additional insured form CA0001 must be provided for automobile liability coverage.

10.8.2 Binders of insurance for all coverage. Agents must confirm that policy endorsements have been ordered from the respective insurance companies. Upon issuance, policy endorsements and a corresponding Certificate of Insurance listing all insurers and coverage must be submitted to the City Attorney.

10.8.3 *When professional liability (E&O) coverage is provided on a "claims-made basis", CONTRACTOR will continue to renew the insurance for a period of five (5) years after this Contract expires or is terminated. Such insurance will have the same coverage and limits as the policy that was in effect during the term of this Contract, and will cover CONTRACTOR, or its officers, employees, or agents during the time this Contract was in effect.

10.9 Notwithstanding any other provision of this Contract, CITY may immediately terminate this Contract if, at any time CONTRACTOR fails to maintain the required insurance for any period of time or fails to comply with any of the insurance requirements listed above.

10.10 CONTRACTOR shall require any and all subcontractors working on its behalf to provide insurance coverages and limits that are based on the scope of work and nature of risk being performed by the subcontractor. Any and all subcontractors working on behalf of CONTRACTOR shall be subject to all other insurance requirements that are stated herein.

Any deviation in this requirement will be CONTRACTOR's sole risk. CONTRACTOR's insurance requirements in Section 10 will not be impacted and/or limited by such deviation.

11 TERMINATION WITHOUT CAUSE
City reserves the right to terminate this Contract or any part thereof for its sole convenience with fifteen (15) days written notice. In the event of such termination, CONTRACTOR shall immediately stop all work hereunder, and shall immediately cause any of its suppliers and subcontractors to cease such work. CONTRACTOR shall also surrender to CITY all finished or unfinished documents, processes, programs and other supplies and materials, which shall be City’s property. As compensation in full for services performed to the date of such termination, the 10-15Concord - Document ID: 033VT4sM5tDIlNYSGsr9r3
CONTRACTOR shall receive an amount equal to the value of the work completed as of the termination date in accordance with the fee schedule or as negotiated between the parties. In no event shall the amount payable upon termination exceed the total maximum compensation provided for in this Contract.
12 TERMINATION FOR CAUSE
If CITY determines that CONTRACTOR has failed to supply an adequate working force, or to provide services of proper quality, or has failed in any other respect to satisfactorily perform the services specified in this Contract, CITY shall give written notice to CONTRACTOR specifying all defaults to be remedied within thirty (30) days.

Such notice shall set forth the basis for CITY’s dissatisfaction and suggest corrective measures. If, after thirty days, CONTRACTOR has failed to implement appropriate corrective measures, CITY may elect to terminate this Contract in whole or in part.

12.1 In the event CITY terminates this Contract, in whole or in part, for cause, CITY may procure, upon such terms and in such manner, as it may deem appropriate, services similar to those terminated.

12.2 CONTRACTOR shall provide all finished or unfinished documents, data, studies, software, drawings, programs, processes, maps, photographs, reports, etc., prepared by CONTRACTOR within fifteen (15) working days after notice of termination. Upon such termination, CONTRACTOR shall be paid an amount equal to the value of the services provided and work performed as of the date of termination, taking into consideration the costs associated with hiring another CONTRACTOR to complete the services. In ascertaining the value of the work performed up to the date of termination, consideration shall be given to both completed work and work in progress, to complete and incomplete documents when such are delivered to CITY, and to authorized reimbursement expenses. The above is in addition to any other remedies available by law or equity to CITY.

12.3 If, after notice of termination of the Contract under the provisions of this Section 12, it is determined, for any reason, that CONTRACTOR was not in default, or that the default was excusable, then the rights and obligations of the parties shall be the same as if the notice of termination had been issued pursuant to Section 11. 13 DISPUTE RESOLUTION
All claims, disputes, and other matters in question between CITY and CONTRACTOR arising out of or relating to this Contract or the breach thereof shall, to the extent reasonably feasible, be resolved through good faith negotiations between the parties. 14 OWNERSHIP OF PRODUCT
All product, data, documents, programs and software including, but not limited to, research, field notes, investigations, analysis, studies, processes, software, instructions for use and other manuals, whether complete or incomplete, which are 11-15Concord - Document ID: 033VT4sM5tDIlNYSGsr9r3
prepared or produced in the performance of this Contract are to be, and remain the property of CITY and shall be delivered to or left with CITY upon the completion or termination of this Agreement. CONTRACTOR shall furnish CITY, upon its request, originals and reproducible and electronic copies of product, data reports, studies and of all other documents listed above. Electronic copies shall be provided in an unprotected format which allows CITY to copy, reproduce and makes changes as CITY deems necessary.
15 DELEGATION AND ASSIGNMENT

15.1 CONTRACTOR shall not delegate or assign its duties or rights hereunder, either in whole or in part, without the prior written consent of CITY; provided, however, that claims for money due or to become due to CONTRACTOR from CITY under this Contract may be assigned to a bank, trust company or other financial institution without such approval.

15.2 Any assignment, delegation or subcontract shall be made in the name of CONTRACTOR and shall not bind or purport to bind CITY and shall not release CONTRACTOR from any obligations under this Contract including, but not limited to, the duty to properly supervise and coordinate the work of employees, assignees, delegates and subcontractors. No such assignment, delegation or subcontract shall result in any increase in the amount of total compensation payable to CONTRACTOR under this Contract.
16 NON-DISCRIMINATION AND EQUAL EMPLOYMENT OPPORTUNITY

16.1 In performance of this Contract, CONTRACTOR shall not discriminate against any employee, subcontractor, or applicant for employment because of sex, color, race, religion, ancestry, national origin, disability, medical condition including the medical condition of Acquired Immune Deficiency Syndrome (AIDS) or any condition related thereto, marital status, sexual orientation, age, gender, gender identity, gender expression, genetic information, or military and veteran status.

CONTRACTOR will take affirmative action to ensure that applicants are employed, and that employees are treated during employment, without regard to their sex, color, race, religion, ancestry, national origin, disability, medical condition including the medical condition of Acquired Immune Deficiency Syndrome (AIDS) or any condition related thereto, marital status, sexual orientation, age, gender, gender identity, gender expression, genetic information, or military and veteran status . Affirmative action relating to employment shall include, but not be limited to the following:
employment, upgrading, demotion or transfer; recruitment; layoff or termination; rates of pay or other forms of compensation; and selection for training, including apprenticeship.
17 FINANCIAL INTEREST CERTIFICATION
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17.1 CONTRACTOR warrants that no person has been employed or retained to solicit or secure this Contract upon an agreement or understanding for a commission, percentage, brokerage or contingent fee; and that no officer or employee of the CITY has any interest, financially or otherwise, in CONTRACTOR’s firm.

17.2 For breach or violation of this warranty, CITY shall have the right to annul this Contract without liability or at its discretion to deduct from the Contract Price or consideration, the full amount of such commission, percentage, brokerage or contingent fee.
18 CONFLICT OF INTEREST

18.1 CONTRACTOR stipulates that its officers and employees do not now have a conflict of interest and it further agrees for itself, its officers and its employees that it will not contract for or accept employment for the performance of any work or services with any individual business, corporation or government unit that would create a conflict of interest in the performance of its obligations pursuant to this Contract or which would cause CONTRACTOR to be “financial interested” (as provided in California Government Code Section 1090 et seq. or 87100 et seq.) in any contract or decision made by CITY on any matter.

18.2 CONTRACTOR shall not employ any City official or employee to perform any work required pursuant to this Contract.

18.3 To the extent required by the City Manager or his designee, CONTRACTOR shall complete and file with the City Clerk a Form 700 Statement of Economic Interests disclosing any reportable property interests, income, gifts, investments, or business positions.
19 COMPLIANCE WITH LAW

19.1 CONTRACTOR shall comply with all state and federal laws, including but not limited to, the requirement to hire only those persons authorized by federal law to work in the United States. If CONTRACTOR uses any subcontractors to complete this Contract, this same requirement shall be included in all subcontracts and strictly enforced by CONTRACTOR.

19.2 The law of the state of California shall govern this Contract. The venue of any legal action, either formal or informal, shall be the County of Los Angeles.

19.3 If applicable, CONTRACTOR acknowledges and understands it must comply with the prevailing wage requirements as set forth in Exhibit “A” attached hereto and incorporated herein by reference, as well as the execution of a Worker’s Compensation Certificate attached hereto as Exhibit “B” and incorporated herein by reference.

20 NOTICES
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Any notice required under this Contract shall be in writing, addressed to the appropriate party at its address on the signature page and given personally or by registered or certified mail postage prepaid, or by a commercial courier service. All notices shall be effective upon the date of receipt.
21 ENTIRE AGREEMENT AND AMENDMENTS

21.1 This Contract is the complete Agreement between the parties and supersedes all prior proposals, agreements, and understandings between the parties and may not be modified or terminated orally.

21.2 No attempted waiver of any of the provisions hereof, nor any modification in the nature, extent or duration of the work to be performed by CONTRACTOR hereunder, shall be binding unless in writing and signed by the party against whom the same is sought to be enforced.

21.3 The failure of any party to enforce against another party any provision of this Contract shall not constitute a waiver of that party’s right to enforce such a provision at a later time, and shall not serve to vary the terms of this Contract. 14-15Concord - Document ID: 033VT4sM5tDIlNYSGsr9r3
22 ATTORNEY’S FEES

If any action at law or in equity is brought to enforce or interpret any provisions of this Contract, the prevailing party in such action shall be entitled to reasonable attorney’s fees, costs and necessary disbursements, in addition to such other relief as may be sought and awarded.

In Witness Whereof, the parties hereto have caused this Contract to be executed and attested by their respective officers thereunto duly authorized.

CITY OF PALMDALE: TAFT ELECTRIC COMPANY:

Salvador Mendez
City Manager

Tony Valentino
President/COO

ADDRESS FOR NOTICE:

CITY OF PALMDALE
39110 3rd St East, Suite C
Palmdale, CA 93550

ADDRESS FOR NOTICE:

TAFT ELECTRIC COMPANY
1694 Eastman Ave
Ventura, CA 93003
APPROVE AS TO FORM:

Alexandra Severino
City Attorney

ATTEST:

Rochelle Scott
City Clerk

---------------------------------------- INTERNAL USE ONLY ----------------------------------------

■Certificate(s) and Endorsement(s) attached
■Confirmed business name on contract with certificate(s) ■Attached Agreement Checklist and met all requirements
■Attached notarized bond(s), Worker's Compensation Certificate, and Guaranty 15-15Concord - Document ID: 033VT4sM5tDIlNYSGsr9r3
Record of Signing
Signed with https://www.concord.app/
For
Name
Title
City of Palmdale
Leonardo Torres
Signed on Jun 9, 2026 9:00 AM PDT
Secured by Concord™
DocumentID: 033VT4sM5tDIlNYSGsr9r3
SigningID: 033VT4rxiwpWAXzNHbvGIr
UTC Signing time: 2026-06-09 16:00:26 UTC
IP Address: 216.205.115.189
Email: [email protected]
For
Name
Title
[email protected]
Tony Valentino
President/COO
Signed on Jun 15, 2026 7:41 PM PDT
Secured by Concord™
DocumentID: 033VT4sM5tDIlNYSGsr9r3
SigningID: 033Z8r0347aQgd6MVONMAS
UTC Signing time: 2026-06-16 02:41:54 UTC
IP Address: 172.117.172.64
Email: [email protected]

1. EXHIBIT B - BID COVER PAGE/ OFFER SIGNATURES
RFP NO. 26-001-3400-2 ELECTRICAL SERVICES AND REPAIRS (AS-NEEDED)

RESPONDENT
Firm Name : Taft Electric Company
Contact Name : Tony Valentino
REBID
Principal Address: 1694 Eastman Ventura, CA 93003
Local Addre ss: 26074 Avenue Hall, Unit 7&15, Santa Clarita, CA 91355 Phone : 805-642-0121
Email: [email protected]
Fax: 805-650-9015
Unique Entity ID Numbe r Sys tem for Award Manage me nt (sam.gov) KE1WN1MPKJL9 DOSH Regis tration Numbe r: ......!.!N!..!./A.!,_ ____________________ _ Tax I D No: 77-0007216 California Con tractor Lice nse No: 772245 --------

2. Departme nt of Indus trial Re la tions (D IR) Re gistra tion No. ---'-10.::..;0:::...::0:...::0c..::.0-=-0..:..14..;..;9'----------

3. Prices:

Registration Date : 07/01/2025 Expiration Date: __ _,0.,,,6,.,./3.,,,0-'-"/2'""'0"""28><------ A. Price s shall be F.O.8. De stination or for the se rvice re nde re d.

B. Payment Te rms: Ne t 45
C. Bidde r shall honor proposal price s for one hundre d (120) days or for the state d con tract pe riod whiche ve r is longe r.

THIS PROPOSAL IS BEING SUBMITTED BY:

The undersigned offers and agrees to furnish the goods or services at the price(s) entered herein subject to the terms
and conditions attached hereto. I CERTIFY that (1) the proposal document has been read and understood and that all of the conditions contained therein are acceptable, (2) I have thoroughly examined and become familiar with the specifications and/or scope of services outlined in this solicitation and further, to the best of my knowledge the information contained in this bid proposal is accurate and complete and that (3) I have the legal authority to commit this firm to a contractual agreement.

Printe d Name : Tony Valentino Title : President/COO
Signature : __ �,.,_,."""'.-c�'""'�----'""'"'----------=D=a-=-=te:.:..: _;,_,/4.__,�'--'t><-+-/-2"""'-'(...__ ___ _ PAGE 2 of 16
Request for Proposal No. 26-001-3400-2

A. Labor Rates for Service Calls
ITEM DESCRIPTION UOM YEAR 1: 2026* YEAR 2: 2027 YEAR 3: 2028 YEAR 4: 2029^ YEAR 5: 2030^ 1 DIR Electrician Craft Classification used for labor rates: *Required* Classification 2 Foreman - Standard Per Hour 156.82$ 167.80$ 179.54$ 192.11$ 205.56$ 3 Foreman - Overtime Per Hour 198.83$ 212.75$ 227.64$ 243.58$ 260.63$ 4 Foreman - Premium (Sundays/Holidays/Emergency) Per Hour 238.83$ 255.55$ 273.44$ 292.58$ 313.06$ 5 Journeyman - Standard Per Hour 144.72$ 154.85$ 165.69$ 177.29$ 189.70$ 6 Journeyman - Overtime Per Hour 182.60$ 195.38$ 209.06$ 223.69$ 239.35$ 7 Journeyman - Premium (Sunday/Holiday/Emergency) Per Hour 220.47$ 235.90$ 252.42$ 270.09$ 288.99$ 8 Apprentice - Standard Per Hour 115.68$ 123.78$ 132.44$ 141.71$ 151.63$ 9 Apprentice - Overtime Per Hour 143.52$ 153.57$ 164.32$ 175.82$ 188.13$ 10 Apprentice - Premium (Sunday/Holiday/Emergency) Per Hour 172.36$ 184.43$ 197.33$ 211.15$ 225.93$ Subtotal 1,573.83$ 1,684.01$ 1,801.88$ 1,928.02$ 2,062.98$ 3 9,050.72$
B. Task/Equipment Rates
ITEM DESCRIPTION UOM YEAR 1: 2026* YEAR 2: 2027 YEAR 3: 2028 YEAR 4: 2029^ YEAR 5: 2030^ 1 Service Call/Mobilization Fee, if applicable Per Visit 727.28$ 779.20$ 834.16$ 896.44$ 954.24$ 2 Emergency Response/Mobilization Fee, if applicable Per Visit 527.66$ 565.10$ 604.88$ 649.16$ 692.12$ 3 Service Body Truck/Vehicle Per Hour 25.00$ 27.00$ 29.00$ 32.00$ 33.00$ 4 Service Body Truck w/ Bucket Lift Per Hour 100.00$ 107.00$ 115.00$ 123.00$ 132.00$ 5 Scissor Lift to 60' Per Hour 80.00$ 86.00$ 92.00$ 98.00$ 105.00$ 6 Aerial Man Lift to 80' Per Hour 175.00$ 188.00$ 201.00$ 215.00$ 230.00$ Subtotal 1,634.94$ 1,752.30$ 1,876.04$ 2,013.60$ 2,146.36$ 9,423.24$
C. Other Items

ITEM DESCRIPTION UOM RESPONSE
1 Material Mark-Up, if Contractor provides non-incidental materials. % 15 2 Equipment Rental+ Mark-Up % 10
3 Minimum Hours charged for scheduled/weekday call outs Min. # of Hours 4 4 Minimum Hours charged for weekend/holiday/emergency call outs Min. # of Hours 2 +
* Year 1 will also include any remaining months in calendar year 2025. ^ Option to extend year(s)
Quotation sheet shall be used as the Fee Schedule on the resulting Master Agreement for these services. Pricing shall be applied to each Project Authorization Agreement's (PAA) Cost Proposal exhibit based on the scope of work detailed within that individual PAA.

Hourly Labor Rates: Shall reflect prevailing wage total hourly rates (set by the California Department of Industrial Relations for Statewide, Southern California, or Los Angeles County, as applicable), plus the Bidder's mark up. Bidder must provide the DIR Craft Classification used. Bidder's mark up shall include labor, incidental trade-related materials, tools, equipment, transportation/ mobilization/ vehicle expenses/ fuel, relevant expenses, taxes, insurances, bonding, overhead and profit, traffic control, permits, and public noticing, as required, to accomplish the work in accordance with the City’s contract requirements and specifications. Mark Up does not include non-incidental materials or equipment rentals – refer below.

Billable hours start upon arrival to the job site, and will not be be charged portal to portal.

Rentals shall not include standard equipment for the Contractor’s trade. Baseline equipment rental prices, before mark up, shall not exceed Caltrans Equipment Rental Rates unless previously approved by the City.

EXHIBIT J

BIDDERS' QUOTATION SHEET
RFP No. 26-001-3400-2 Electrical Services & Repairs (As Needed) REBID For evaluation, the City shall assume specification items left blank will not be furnished and shall be automatically interpreted as a "NO" for that particular item. Any deviations from the written specification as shown in this RFP shall be noted on the City provided form, Exhibit K - Deviations and Exceptions Form. Respondents are to itemize any and all additional charges to furnish and deliver services bid.

Enter unit prices for Electrical Services (As Needed) and other support services. Pricing shall be firm fixed price and shall include all costs in accordance with all contract requirements, including but not limited to fully-burdened labor, payroll and other taxes, fringes, licenses and permits, insurance, workforce productivity, coordination, transportation, field overhead, general and administrative overhead, and profit. The Bidder shall submit all costs to the CITY.

Please contact our office should you have any questions.

Sincerely,

Alexis Berlanga
Alliant Insurance Services, Inc.

Senior Account Manager
Direct: (949) 660-5965
[email protected]
Alexis Berlanga

1.00 3/1/23 Revised
2022 .76 3/1/22 Revised
2021 .83 1/1/21
2020 .64 1/1/20
2019 .89 1/1/19
2018 .81 1/1/18
2017 1.08 1/1/17
March 18, 2026

Ms. Tina Bytheway
Taft Electric Company
PO Box 3416
Ventura, CA 93006

Re: Experience Modification Rate for Taft Electric Company

Dear Tina,

Following is the 10 year history of Experience Modification Rates for Taft Electric Company and the coming 2026 Experience Modification Rate:

Year EMR Effective Date
2026 .7 7 3/1/26
2025 .8 6 3/1/25
2024 .76 3/1/24

THIS BUSINESS LICENSE DOES NOT PERMIT A BUSINESS
THAT IS OTHERWISE PROHIBITED.

Business Name
Business Location
Business Owner(s)
License Number
Effective Date
License Description
Expiration Date

CITY OF PALMDALE

BUSINESS LICENSE
1694 EASTMAN AVE
VENTURA, CA 93003-5782

SUBCONTRACTOR - C/D -
YEARLY

RENEE SCHANIEL

TAFT ELECTRIC COMPANY
PO BOX 3416
VENTURA, CA 93006-3416
For all inquiries regarding this license, contact HdL
Business Support Center at (661) 247-8384.
"For Services Provided in the City of Palmdale, California Only"

TAFT ELECTRIC COMPANY

TAFT ELECTRIC COMPANY
January 01, 2026
December 31, 2026
11600505
TAFT ELECTRIC COMPANY :

Thank you for your payment on your City of Palmdale Business License . ALL LICENSES MUST BE AVAILABLE FOR INSPECTION UPON REQUEST. If you have questions concerning your business license, contact the Business Support Center via email at: [email protected] or by telephone at: (661) 247-8384.

Keep this portion for your license separate in case you need a replacement for any lost, stolen, or destroyed license . A fee may be charged for a replacement or duplicate license .

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

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

Starting January 1, 2021, Assembly Bill 1607 requires the prevention of gender -based discrimination of business establishments. A full notice is available in English or other languages by going to : https://www.dca.ca.gov/publications/ Please visit the City of Palmdale website https://cityofpalmdale.org/620/Bid-Opportunities to register for bid opportunities to do business with the City.

City of Palmdale

BUSINESS LICENSE

BUSINESS LICENSING
8839 N CEDAR AVE #212
FRESNO, CA 93720-1832
Date of Issue: 01/01/2026
11600505License Number: RENEE SCHANIEL

TAFT ELECTRIC COMPANY
PO BOX 3416
VENTURA, CA 93006-3416

TO BE POSTED IN A CONSPICUOUS PLACE
AND
NOT TRANSFERABLE OR ASSIGNABLE.
2026

TAFT ELECTRIC COMPANY

Taft Electric Co .

DIVISION 850

SERVICE & SPECIAL PROJECTS

Taft Electric Overview
Serving the electrical construction industry for over 75 years. The late owner Bud Hartman transitioned the company to “Employee Owned and Operated” in 2017. Employee owned means un-waivered dedication and reliability.
We operate out of 8 office currently across California.

Headquartered in Ventura.
With our Service and Special projects teams we can handle a wide array of issues. From 24/7 rapid response to get customers back online following an equipment failure to budgeting and designing you next large project.
From projects big to small we do it all.

Our Core Values. Why Choose
Taft?
Trade Partners
Trust and Transparency
Create solutions/ remove problems
Performance is everything
Licensed, Insured, and Bonded
Proven Track Record of On-Time & On-Budget Delivery
Transparent Communication & Client Collaboration
Committed to Jobsite Safety & Regulatory Compliance
Skilled Workforce & Trusted Trade Partners
Cutting-Edge Construction Technology (BIM, Drones, Project Management Software, and AI technologies.)
We prioritize the health and safety of our teams and clients. Our projects follow rigorous safety protocols, OSHA standards, and ongoing training to maintain an accident-free environment.(TOP DOWN SAFETY)
Major Markets Served
Data Center and tech storage
Healthcare and Hospitals
Bio-Pharm
EV Charger
Schools
Defense Plants
Movie Studio
Solar/ Renewable Energy
Museum & Arts
Theater & Stadium Construction
Waste water treatment
Substations
Chemical Plants
Power Generation Station
Government Buildings
Correctional Facilities
Emergency Service Buildings
Military Bases
Energy Management Systems
Food and Berverage
Oil & Gas
Hotels & Hospitality
Retail & More…
Installation Services
Installation Services
New Construction Electrical Systems
Lighting System Installation (Interior & Exterior)
Power Distribution Systems
Generator Installation & Backup Systems
EV Charging Stations
Fire Alarm System Installation
Low Voltage Systems (Data, Voice, Audio/Visual)
Solar Power System Installation
Switchgear and Panel Installation
Building Automation Systems (BAS)
Maintenance & Repair Services
Preventive Electrical Maintenance
Lighting Maintenance & Retrofit
Breaker and Panel Maintenance
Thermal Imaging & Infrared Inspections
Emergency Electrical Repairs (24/7 Service)
Troubleshooting & Diagnostics
Grounding & Surge Protection Checks
Power Quality Monitoring & Correction
Tenant Improvement & Renovation Services
Office Build-Outs
Retail Store Electrical Upgrades
Warehouse & Industrial Facility Upgrades
Lighting Design & Reconfiguration
Design-Build & Engineering Services
Electrical System Design & Drafting
Value Engineering
Load Analysis & Power Studies
CAD/BIM Electrical Drawings
Coordination with Architects and General Contractors
Turn key customer solutions
Compliance & Safety Services
Electrical Code Upgrades
OSHA Safety Compliance Support
Arc Flash Hazard Analysis
NFPA 70E Compliance Services
Permitting & Inspections Coordination
Specialized Systems
Access Control & Security Systems
CCTV & Surveillance System Wiring
Uninterruptible Power Supply (UPS) Systems
Building Management Systems Integration
Energy Management & Efficiency Solutions
Generator/ ATS / back up power systems
Battery Storage
EV charger installation and commissioning
Pre-construction / Prefabrication
Early procurement
Early project evaluation to eliminate project pit falls Offsite prefabrication facility allowing us to perform project scope remotely and ship to project as assemblies for simple reliable installation
Use of “Just in time” deliveries for enhanced job site flow and project scheduling

RECENT PROJECTS
Lancaster Municipal Stadium Renovation
Coresite LA1 Generator 7 & 8 Replacement

Recent Projects (cont.)
Spruce Goose Office TI

Recent Projects Cont.
AVTA Bus Charging Depot

Recent Projects Cont.
Alameda 12.47kv to 4.16 KV Redundant Substation
 Getty Air Handler Replacement (72 Units)
Division 850 – Meet the team
Weston Wulf - Division Manager
805-207-1939 – Cell
[email protected]
Ryan Trent - Project Manager
805-290-5951 – Cell
[email protected]
Peter Anselmo- Project Manager
(510) 925-1389 - Direct
805-767-1125 – Cell
[email protected]
Dylan Mettler- Project Manager
805-833-0010 – Cell
[email protected]
`
Kent Wulf | Superintendent
805-833-0139 – Cell
[email protected]
Demitri Guerrero- Assistant Project Manager
805-561-0569 – Cell
[email protected]
[email protected]
[email protected]

Taft Electric Co .

DIVISION 850

SERVICE & SPECIAL PROJECTS

RECENT PROJECTS
Lancaster Municipal Stadium Renovation
Coresite LA1 Generator 7 & 8 Replacement

Recent Projects (cont.)
Spruce Goose Office TI

Recent Projects Cont.
AVTA Bus Charging Depot

Billable hours start upon arrival to the job site, and will not be be charged portal to portal.

EXHIBIT J

City Council Staff Report

DATE: JULY 7, 2026

TO: HONORABLE MAYOR AND CITY COUNCIL

FROM: PUBLIC WORKS DEPARTMENT

MAINTENANCE DIVISION

DISTRICT: ALL

SUBJECT: APPROVE REQUISITION WITH MORGAN INGLAND LLC FOR

COMMERCIAL STREETLIGHT POLES FOR A TOTAL NOT TO
EXCEED AMOUNT OF $265,180 FOR FISCAL YEAR 2026-27

RECOMMENDATION

Staff recommend that the City Council:

1. Approve Requisition No. 2 70001 with Morgan Ingland LLC for commercial streetlight poles for a total not to exceed amount of $265,180 for Fiscal Year 2026-76; and,

2. Authorize the City Manager or his designee to approve the requisition and resulting purchase order with Morgan Ingland LLC, including minimal and/or non- substantial changes.

BACKGROUND

City Traffic Signal and Streetlight Division maintain approximately 18,000 streetlight poles throughout the community, which play a critical role in supporting public safety and the transportation network. Streetlight poles are routinely damaged due to vehicle collisions, vandalism, weather -related incidents, and normal wear and tear. Timely replacement of damaged poles and associated components is essential to restore roadway and ped estrian illumination, maintain visibility, enhance public safety, and ensure compliance with applicable lighting standards. All replacement poles, foundations, hardware, and related components must conform to City specifications to ensure system compatibility, structural integrity, reliability, and a consistent appearance throughout the City's streetlighting infrastructure. Maintaining an adequate inventory of these materials enables the Division to respond promptly to outages and damage, minimizing service disruptions and preserving safe and efficient public roadways.

Report to Mayor and City Council
Re: Approve Requisition No. 270001 with Morgan Ingland LLC July 7, 2026

Page 2 ends

Palmdale City CouncilJuly 7, 2026

Palmdale City Council
July 7, 2026