Agenda packet — Placentia City Council, June 3, 2025 (part 1 of 5)

Robert S. McKinnell
City Clerk
Kevin A. Larson
City Treasurer
Jennifer Lampman
City Administrator
Christian L. Bettenhausen
City Attorney
Placentia City Council
Placentia City Council as Successor to the
Placentia Redevelopment Agency
Placentia Industrial Commercial
Development Authority
Placentia Public Financing Authority
AGENDA
June 3, 2025
Council Chambers
401 E Chapman Ave.

Placentia, CA 92870
Phone: (714) 993-8117
Email: [email protected]
www.placentia.org

KEVIN KIRWIN
Mayor
District 2
CHAD P. WANKE
Mayor Pro Tem
District 4

THOMAS HUMMER
Councilmember
District 1
WARD L. SMITH
Councilmember
District 5
JEREMY B. YAMAGUCHI
Councilmember
District 3
Mission Statement
The City Council is committed to keeping Placentia a pleasant place by providing a safe family atmosphere, superior public services and policies that promote the highest standards of community life.

Vision Statement
The City of Placentia will maintain an open, honest, responsive and innovative government that delivers quality services in a fair and equitable manner while optimizing available resources.

Copies of all agenda materials are available for public review in the Office of the City Clerk, online at www.placentia.org , and at Placentia Library Reference Desk. Persons who have questions concerning any agenda item may call the City Clerk's Office, (714) 993-8231, to make inquiry concerning the nature of the item described on the agenda.

Procedures for Addressing the Council/Board Members
Any person who wishes to speak regarding an item on the agenda or on a subject within the City's jurisdiction during the"Oral Communications" portion of the agenda should fill out a "Speaker Request Form" and give it to the City Clerk BEFORE that portion of the agenda is called. Testimony for Public Hearings will only be taken at the time of the hearing. Any person who wishes to speak on a Public Hearing item should fill out a "Speaker Request Form" and give it to the City Clerk BEFORE the item is called.

The Council and Board members encourage free expression of all points of view. To allow all persons the opportunity to speak, please keep your remarks brief. If others have already expressed your position, you may simply indicate that you agree with a previous speaker. If appropriate, a spokesperson may present the views of an entire group. To encourage all views, the Council and Board discourage clapping, booing or shouts of approval or disagreement from the audience.

PLEASE SILENCE ALL PAGERS, CELL PHONES, AND OTHER ELECTRONIC EQUIPMENT WHILE COUNCIL AND BOARD MEMBERS ARE IN SESSION.

Special Accommodations
In compliance with the Americans with Disabilities Act, if you need special assistance to participate in this meeting, please contact the City Clerk's Office at (714) 993-8231. Notification 48 hours prior to the meeting will generally enable City staff to make reasonable arrangements to ensure accessibility. (28 CFR 35.102.35.104 ADA Title II) In compliance with California Government Code § 54957.5, any writings or documents provided to a majority of the City Council regarding any item on this agenda that are not exempt from disclosure under the Public Records Act will be made available for public inspection at the City Clerk's Office at City Hall, 401 East Chapman Avenue, Placentia, during normal business hours.

Study Sessions are open to the public and held in the City Council Chambers or City Hall Community Room. Closed Sessions are held in the Council Caucus Room. While the public may be in attendance during oral announcements preceding Closed Sessions, Closed Sessions are not open to the public.
1 PLACENTIA CITY COUNCIL

REGULAR MEETING AGENDA - CLOSED SESSION
June 3, 2025
5:00 p.m. - City Council Chambers
401 E. Chapman Avenue, Placentia, CA
CALL TO ORDER:

ROLL CALL:

Councilmember/Board Member Hummer
Councilmember/Board Member Smith
Councilmember/Board Member Yamaguchi
Mayor Pro Tem/Board Vice Chair Wanke
Mayor/Board Chair Kirwin
ORAL COMMUNICATIONS:

At this time the public may address the City Council and Boards of Directors concerning any items on the Closed Session Agenda only. There is a five (5) minute time limit for each individual addressing the City Council and Boards of Directors. The City Council and Boards of Directors will recess to the City Council Caucus Room for the purpose of conducting their Closed Session proceedings.

CLOSED SESSION PROCEEDINGS:

The City Council and Boards of Directors will recess to the City Council Caucus Room for the purpose of conducting their Closed Session proceedings.

Pursuant to Government Code Section 54957.6

CONFERENCE WITH LABOR NEGOTIATOR
Agency Designated Representatives: Jennifer Lampman, City Administrator Alice Burnett, Director of Human Resources
Employee Organizations: Placentia City Employees Association (PCEA) Placentia Firefighters Association (PFA)
Placentia Fire Management Association (PFMA)
Placentia Police Management Association (PPMA)
Placentia Police Officers Association (PPOA)
Unrepresented Employees
RECESS: The City Council and Boards of Directors will recess to their 7:00 p.m.

Regular Meeting.
2 PLACENTIA CITY COUNCIL

REGULAR MEETING AGENDA
June 3, 2025
7:00 p.m. - City Council Chambers
401 E. Chapman Avenue, Placentia, CA
CALL TO ORDER:

ROLL CALL:

Councilmember/Board Member Hummer
Councilmember/Board Member Smith
Councilmember/Board Member Yamaguchi
Mayor Pro Tem/Board Vice Chair Wanke
Mayor/Board Chair Kirwin
INVOCATION: Chaplain Kenneth Curry
PLEDGE OF ALLEGIANCE: Kelsey Mattea Bae, El Dorado High School PRESENTATIONS: None
CLOSED SESSION REPORT:

CITY ADMINISTRATOR REPORT:

ORAL COMMUNICATIONS:

At this time the public may address the City Council and Boards of Directors concerning any agenda item, which is not a public hearing item, or on matters within the jurisdiction of the City Council and Boards of Directors. There is a five (5) minute time limit for each individual addressing the City Council and Boards of Directors.

CITY COUNCIL MEMBER COMMENTS:

1. CONSENT CALENDAR (1a..1m):

All items on the Consent Calendar are considered routine and are enacted by one motion approving the recommended action listed on the Agenda. Any Member of the City Council and Boards of Directors or City Administrator may request an item be removed from the Consent Calendar for discussion. All items removed shall be considered immediately following action on the remaining items.

1.a Consideration to Waive Reading in Full of all Ordinances and Resolutions Fiscal Impact:

None.

Recommended Action: It is recommended that the City Council:

Approve.

1.b City Fiscal Year 2024-25 Registers for June 3, 2025 Check Register
Fiscal Impact: $ 1,716,367.67
3 Electronic Disbursement Register
Fiscal Impact: $ 4,172,369.21
Recommended Action: It is recommended that the City Council:

Receive and file.

1.c Setting of the Annual Special Tax Rate for Fiscal Year 2025-26 for Community Facilities District No. 2024-01 (Old Town Maintenance Services) Fiscal Impact:

The recommended levy assessments for the Old Town CFD will generate $1,540.52 in revenue for FY 2025-26. There is no fiscal impact to the General Fund with these recommended actions.

Recommended Action: It is recommended that the City Council take the following actions:

1. Adopt Resolution No. R-2025-21, a Resolution of the City Council of the City of Placentia, California, Setting the Levy of an Annual Special Tax for Community Facilities District No. 2024-01 (Old Town Maintenance Services) for Fiscal Year 2025-26; and

2. Authorize inclusion of the Annual Special Tax for Community Facilities District No. 2024-01 (Old Town Maintenance Services) for Fiscal Year 2025-26 on the Orange County Secured Property Tax Roll.

1.d Setting of the Annual Special Tax Rate for Fiscal Year 2025-26 for Community Facilities District No. 2018-01 (TOD Maintenance Services) Fiscal Impact:

The recommended levy assessments for the TOD CFD will generate $99,088.09 in revenue for FY 2025-26. There is no fiscal impact to the General Fund with these recommended actions.

Recommended Action: It is recommended that the City Council take the following actions:

1. Adopt Resolution No. R-2025-22, a Resolution of the City Council of the City of Placentia, California, setting the levy of an annual special tax for Community Facilities District No. 2018-01 (TOD Maintenance Services) for Fiscal Year 2025-26; and

2. Authorize inclusion of the Annual Special Tax for Community Facilities District No. 2018-01 (TOD Maintenance Services) for Fiscal Year 2025-26 on the Orange County Secured Property Tax Roll.

1.e Setting of the Annual Special Tax Rate for Fiscal Year 2025-26 for Community Facilities District No. 2014-01 (Public Services CFD)
Fiscal Impact:

There is no General Fund impact as a result of this special tax levy for public safety services. If the recommended actions are approved, a total of 234 parcels will be assessed at the adjusted special tax rates as summarized below:
4 Land Use Type
Number of
Parcels
Number of
Units
Rate
Total
Single -Family
Residential
Property
233
233
390.684
$91,029.37
Multi -Family
Residential
Property
1 418
295.186
$123,387.75
Total
234
$214,417.12
The total anticipated revenue from these assessments in FY 2025-26 is $214,417.12.

Recommended Action: It is recommended that the City Council take the following actions:

1. Adopt Resolution No. R-2025-23, a Resolution of the City Council of the City of Placentia, California, setting the levy of an Annual Special Tax for Community Facilities District No. 2014-01 (Public Services) for Fiscal Year 2025-26; and

2. Authorize inclusion of the Annual Special Tax for Community Facilities District No. 2014-01 (Public Services) for Fiscal Year 2025-26 on the Orange County Secured Property Tax Roll.

1.f Measure M Eligibility Application Package for Fiscal Year 2025-26 Fiscal Impact:

Revenue: $1,168,171 In Estimated Measure M Funds (180000-4092) Recommended Action: It is recommended that the City Council take the following actions:

1. Authorize Staff to submit the 7 -year Capital Improvement Program (CIP) project list utilizing Measure M funding; and

2. Adopt Resolution No. R-2025-24, a Resolution of the City Council of the City of Placentia, California, Concerning the Status and Update of the Circulation Element, and Mitigation Fee Program for The Measure M (M2) Program; and

3. Authorize Staff to submit the Measure M Eligibility application package to OCTA to ensure continued eligibility for Measure M funding and receipt of Local Fair Share M2 funds.

1.g Kraemer Memorial Park Fountain Landscape Project - Receive and File Fiscal Impact:

Expense:

Contingency:

Total:

Budget:
$24,000 Park & Rec Impact Fees
S 999 Park & Rec Impact Fees
$24,999
$24,999 Parks & Rec Impact Fee fund
Recommended Action:

It is recommended that the City Council receive and file this staff report and provide 5 input if deemed necessary for the Kraemer Memorial Park Fountain Landscape project.

1.h Award of Contract to Judge Netting Inc. for the Purchase and Installation of Safety Netting at Torii Hunter Field at Kraemer Memorial Park
Expense: $40,700 St. Jude Grant
Contingency: S 4,070 St. Jude Grant
Total $44,770
Budget: $44,770 St. Jude Grant Award Funds
Recommended Action: It is recommended that the City Council take the following actions:

1. Award a Public Works Agreement to Judge Netting Inc. for the purchase and replacement of the safety netting and equipment at Torii Hunter Field within Kraemer Park in the amount of $40,700; and

2. Authorize the City Administrator to approve contract change orders up to a total of $4,070 or a not -to -exceed total contract amount of $44,770; and

3. Authorize the City Administrator and/or her designee to execute all necessary documents, in a form approved by the City Attorney.

1.i Placentia Public Safety Building - Computer Hardware Purchase Fiscal Impact:

Expense: $112,940.40 Total Purchase Price of Equipment with Contingency Budget: $750,000.00 DOJ COPS Grant Funding (105213-6840) Recommended Action: It is recommended that the City Council take the following actions:

1. Approve the purchase of Dell computers, monitors, and accessories as specified in Dell Quote No. 3000189678377.2 for the Public Safety Building; and

2. Approve a 5% contingency in the amount of $5,378.11 to cover any unforeseen costs related to the procurement, for a total not -to -exceed amount of $112,940.40; and

3. Authorize the City Administrator and/or her designee to execute all necessary documents, subject to City Attorney approval.

1.j Amendment No. 1 to Professional Services Agreement with Placeworks, Inc. to Complete the Chapman Corridor Plan
Fiscal Impact:

Cost of June 2024 Agreement:

Amount Paid to Consultant to Date:

Amount Remaining on June 2024 Agreement:
$124,661
S -81.549
$ 43,112
Cost of June 2024 Agreement: $124,661
Staff Recommended Additional Contingency: S+20,000
Total Cost Including Amendment No. 1.: $144,661
General Plan Update Fee Funds (749104-6017) $144,661
6 Recommended Action: It is recommended that the City Council take the following actions:

1. Approve Amendment No. 1 to the Professional Services Agreement with Placeworks, Inc. to provide professional services related to the Chapman Corridor Planning and supporting environmental documentation for an amount not to exceed $144,661; and

2. Authorize the City Administrator and/or her designee to execute the necessary documents, in a form approved by the City Attorney.

1.k Termination of Lease Agreement and Cooperation Agreement Between the City of Placentia and the Placentia Chamber of Commerce for Real Property Located at 120 S. Bradford Avenue (APN 339-052-29)
Fiscal Impact:

Terminating these agreements will result in the City no longer receiving annual lease revenue of $3,349.56 associated with the Chamber's office space. Additionally, the City will discontinue the annual payment of $25,000 to the Chamber for services outlined in the Cooperation Agreement.

Recommended Actions: It is recommended that the City Council take the following actions:

1. Approve the termination of the Lease of Real Property Agreement between the City of Placentia and the Placentia Chamber of Commerce for real property located at 120 S. Bradford Avenue for a term ending on November 7, 2028; and

2. Approve the termination of the Cooperation Agreement between the City of Placentia and the Placentia Chamber of Commerce for a term ending on November 7, 2028; and

3. Authorize the City Administrator and/or her designee to issue notices of termination on behalf of the City, in a form approved by the City Attorney.

1.1 Amendment No. 2 to Professional Services Agreement with Bowman Infrastructure Engineers LTD, DBA Infrastructure Engineers for Provision of Building Official, Plan Check, and Inspection, Services
Fiscal Impact:

Expense: $100,000 (up to $300,000 per fiscal year) (102532-6290) Recommended Action: It is recommended that the City Council take the following actions:

1. Approve Amendment No. 2 to the Professional Services Agreement with Bowman Infrastructure Engineers Ltd., dba Infrastructure Engineers to provide professional services in an amount not to exceed $300,000 per Fiscal Year ("FY"), including the remainder of this Fiscal Year; and

2. Approve Resolution No. R-2025-27, a Resolution of the City Council of the City of Placentia, California authorizing a budget amendment in Fiscal Year 2024- 25 in compliance with City Charter of the City of Placentia §§ 1206 and 1209 pertaining to appropriations for actual expenditures; and

3. Authorize the City Administrator and/or her designee to execute the necessary 7 documents, in a form approved by the City Attorney.

1.m City Administrator Employment Agreement with Jennifer Lampman Fiscal Impact:

There is no fiscal impact as this is a budgeted position.

Recommended Action: It is recommended that the City Council take the following actions:

1. Adopt a resolution approving an employment agreement between the City of Placentia and Jennifer Lampman to serve as City Administrator; and

2. Authorize the Mayor to execute the Employment Agreement, in a form approved by the City Attorney.

2. PUBLIC HEARING:

2.a City of Placentia Fiscal Year 2025-26 Annual Operating Budget, Position Allocation Plan, Annual Gann Appropriations, Capital Improvement Program, and Placentia Public Financing Authority Annual Budget
Fiscal Impact:

FY 2025-26 Expenditures: $92,686,878
Revenue $89,665,708
Recommended Action: It is recommended that the City Council take the following actions:

1. Open the Public Hearing concerning the City of Placentia Budget for Fiscal Year 2025-26 and Capital Improvement Program (CIP) for Fiscal Year 2025- 26, consider all public testimony, ask questions of Staff, and close the public hearing; and

2. Adopt Resolution No. R-2025-25, a Resolution of the City Council of the City of Placentia, California, taking actions necessary to adopt the Fiscal Year 2025- 26 Annual Budget; and taking actions necessary to adopt the Fiscal Year 2025- 26 Capital Improvement Program (CIP) Budget with an appropriation of $11,400,479; and authorizing the Position Allocation Plan and Compensation Plan for Fiscal Year 2025-26; and

3. Authorize the City Administrator to release appropriation controls for the General Government Department and Risk Management fund outside of the normal quarterly process, as necessary; and

4. Approve the use of the County's population growth and California per capita income growth as determined by the State Department of Finance for the calculation of the Fiscal Year 2025-26 Annual Appropriation Limit; and

5. Adopt Resolution R-2025-26, a Resolution of the City Council of the City of Placentia, California, approving and adopting the Annual Appropriations Limit (GANN) for the Fiscal Year 2025-26 in the amount of $128,022,711.

It is recommended that the Placentia Public Financing Authority take the following actions:

1. Conduct the Public Hearing concerning the Placentia Public Financing 8 Authority Budget for Fiscal Year 2025-26; and

2. Adopt Resolution No. PPFA-2025-01, a Resolution of the Placentia Public Financing Authority (PPFA) Board of Directors of the City of Placentia, California, taking actions necessary to adopt the PPFA's Fiscal Year 2025-26 Annual Budget.

2.b Public Hearing and Consideration of the Ordinance of the City Council of the City of Placentia, California Designating Fire Hazard Severity Zones within the City of Placentia
Fiscal Impact:

The current fee schedule is intended to recover the costs of providing enforcement of the regulatory functions and enforcement.

Recommended Action: It is recommended that the City Council take the following actions:

1. Open the Public Hearing to consider proposed Ordinance; and

2. Receive the Staff report, consider all public testimony, ask questions of Staff; and

3. Close the Public Hearing; and

4. Waive full reading, by title only, and introduce for first reading of Ordinance No.

O-2025-04, an Ordinance of the City Council of the City of Placentia, California designating fire hazard severity zones.

3. REGULAR AGENDA: None
CITY COUNCIL MEMBERS REQUESTS:

Council Members may make requests or ask questions of Staff. If a Council Member would like to have formal action taken on a requested matter, it will be placed on a future Council or Board Agenda.

ADJOURNMENT
The City Council/Successor Agency/ICDA/PPFA Board of Directors will adjourn to a regular City Council meeting on Tuesday, June 17, 2025 at 5:00 p.m.

TENTATIVE AGENDA FORECAST:

CERTIFICATION OF POSTING
I, Nancy Albitre-Seely, Interim Deputy City Clerk for the City of Placentia and Assistant Secretary of the Industrial Commercial Development Authority, the Successor Agency, and the Placentia Financing Authority hereby certify that the Agenda for the June 3, 2025, meetings of the City Council, Successor Agency, and Industrial Commercial Development Authority, and the Placentia Public Financing Authority was posted on May 30, 2025.

Nancy Albitre-Seely, Interim Deputy City Clerk
9 PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 3, 2025
Submitted by: Nancy Albitre-Seely
From: City Attorney's Office
Subject:

Pursuant to Government Code Section 54957.6

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 3, 2025
Submitted by: Nancy Albitre-Seely
From: City Clerk
Subject:

Consideration to Waive Reading in Full of all Ordinances and Resolutions Financial Impact:

Fiscal Impact:

None.

Recommendation:

Recommended Action: It is recommended that the City Council:

Approve.
11 Agenda Item No: 1.b

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 3, 2025
Submitted by: Gabriela Calin
From: Finance
Subject:

City Fiscal Year 2024-25 Registers for June 3, 2025
Check Register
Fiscal Impact: $ 1,716,367.67
Electronic Disbursement Register
Fiscal Impact: $ 4,172,369.21
Recommendation:

Recommended Action: It is recommended that the City Council:

Receive and file.

Attachments
Check Register 06.03.2025.pdf
ACH Check Register 06.03.2025.pdf
12 City of Placentia
Check Register
For 06/03/2025
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
Check Totals by ID
AP 1,716,367.67
EP
IP
OP

0.00 0.00

0.00 Fund Name
101 -General Fund (0010)
117 -Measure U Fund (0079)
205 -State Gas Tax (0017)
206 -Gas Tax DebtFund (0052)
210 -Measure M (0018)
215 -Air Quality Management (0019)
233 -Gen Plan Update Fees (0074)
234 -Technology Impact Fees (0075)
249-TOD District CFD (0080)
260 -Street Lighting Distrct (0028)
265 -Landscape Maintenance (0029)
275 -Server Maintenance(0048)
501 -Refuse Administration (0037)
601 -Employee Health & Wlfrc (0039)
605 -Risk Management (0040)
701 -Special Deposits (0044)
Check Totals by Fund
591,621.32
390,913.53
9,429.60
201,399.25
429,099.42
1,905.01

41.42 3,232.28
253.63
17,681.47
24,224.62
17,052.65
18,954.31
961.33
8,371.83
1,226.00
Check Total: 1,716,367.67
Grand Total: 1,716,367.67
Void Total: 0.00
Check Total: 1,716,367.67
Funds will be transferred from the Cash Basis Fund as needed to fund the warrants included on this warrant register User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine

City of Placentia
Check Register
For 05/28/2025
Type Vendor Name/ID Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
MW OH ADVANTEC CONSULTING APR - TRAFFIC ENGINEERING SVS 103590-6099 V013018 Professional Services

MW OH AIRGAP LABS LLC
V012533

IT UPGRADE - GOMEZ CTR
MW OH ALL CITY MANAGEMENT 4/13-26 CROSSING GUARD SVS
V000005

MW OH AMAZON CAPITAL SERVICE )FFICE SUPPLIES
V012336

MW OH AMAZON CAPITAL SERVICEDFFICE SUPPLIES
V012336

MW OH AMAZON CAPITAL SERVICEEFFICE SUPPLIES
V012336

MW OH AMAZON CAPITAL SERVICESIRE OPERATION TRAINING SUPPL V012336

MW OH AMAZON CAPITAL SERVICESIRE OPERATION SUPPLIES
V012336
MW O1 -I AMAZON CAPITAL SERVICEEOMM REDUCTION SUPPLIES
V012336

MW OH AMAZON CAPITAL SERVICEEOMMUNITY PROGRAM SUPPLIES
V012336

MW OH AMAZON CAPITAL SERVICESIOLE COVER FOR LIGHT POLES V012336

MW OH AMAZON CAPITAL SERVICESIS - OFFICE SUPPLIES
V012336

MW OH AMAZON CAPITAL SERVICESIS - CLEANING SUPPLIES
795508-6850
Building & Facilities
103047-6290
Dept. Contract Services
103065-6315
Office Supplies
103066-6315
Office Supplies
103067-6315
Office Supplies
103066-6320
Books & Periodicals
103066-6301
Special Department Expenses
103067-6301
Special Department Expenses
104071-6401
Community Programs
104055-6399
Other Supplies
104072-6315
Office Supplies
104072-6147
Check Total:

AP051225 4380.00 9803-0313-02 P13815 00134652 05/15/2025 4,380.00
AP051225 19,800.00 213767 P13810 00134653 05/15/2025
Check Total: 19,800.00
AP051225 2,781.00 100719
Check Total:

AP051225
AP051225
AP051225
AP051225
AP051225
AP051225
AP051225
AP051225
AP051225
AP051225
2,781.00
P13468 00134654 05/15/2025

66.07 1G4F-7WC7- 00134655 05/15/2025

75.40 1G4F-7WC7- 00134655 05/15/2025

83.64 1G4F-7WC7- 00134655 05/15/2025
284.23 1G4F-7WC7- 00134655 05/15/2025

71.76 IG4F-7WC7- 00134655 05/15/2025

32.18 1G4F-7WC7- 00134655 05/15/2025
163.00 1HY6-HD43- 00134655 05/15/2025
167.65 IJYH-VRNI- 00134655 05/15/2025
265.31 IJYH-VRN1- 00134655 05/15/2025
185.69 I JYH-VRN 1- 00134655 05/15/2025
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 1
05/28/2025 :Date
09:04:34 :Time

U,
City of Placentia
Check Register
For 05/28/2025
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
V012336 Janitorial Supplies
MW OH AMAZON CAPITAL SERVICESIEADSET 103550-6368
V012336 Computer Peripheral/Accessory
MW OH AMAZON CAPITAL SERVICEBW SUPPLIES 103550-6135
V012336 Repair/Maint Off Furn & Eqp
MW OH AMAZON CAPITAL SERVICEBW SUPPLIES 103550-6355
V012336 Small Furniture & Fixture
MW OH AMAZON CAPITAL SERVICESR CENTER OFFICE SUPPLIES 104079-6315 V012336 Office Supplies
MW OH AMAZON CAPITAL SERVICES)FFICE SUPPLIES 104071-6315 V012336 Office Supplies
MW OH AMAZON CAPITAL SERVICES'INY TOT'S SUPPLIES 104071-6401 / 22401-6401 V012336 Community Programs
MW OH AMAZON CAPITAL SERVICEEOMMUNITY PROGRAMS SUPPLIES 104071-6401 V012336 Community Programs
MW OH AMAZON CAPITAL SERVICESR CENTER SUPPLIES 104079-6401 V012336 Community Programs
MW OH AMAZON CAPITAL SERVICEMAINTENANCE EQUIPMENT 104055-6840 V012336 Machinery & Equipment
MW OH AMAZON CAPITAL SERVICEEIFFICE SUPPLIES 103040-6315 V012336 Office Supplies
MW OH AMAZON CAPITAL SERVICEBW MAINTENANCE SUPPLIES 103650-6315 V012336 Office Supplies
MW OH AMAZON CAPITAL SERVICEBW MAINTENANCE SUPPLIES 103654-6130 V012336 Repair & Maint/Facilities
MW OH AMAZON CAPITAL SERVICEBW MAINTENANCE SUPPLIES 103658-6134 V012336 Vehicle Repair & Maintenance
MW OH ARAMARK REFRESHMENT 143 S BRADFORD-COFFEE/WATER 109595-6052 AP051225 22.75 1M3R-47TY- 00134655 05/15/2025
AP051225 -105.90 IM3R-47TY- 00134655 05/15/2025
AP051225 148.30 1 M3R-47TY- 00134655 05/15/2025
AP051225 251.11 1NVK-Y1IN- 00134655 05/15/2025
AP051225 180.26 INVK-YI 1N- 00134655 05/15/2025
AP051225 361.73 INVK-YIIN- 00134655 05/15/2025
AP051225 562.63 1NVK-Y1IN- 00134655 05/15/2025
AP051225 106.83 1NVK-Y1IN- 00134655 05/15/2025
AP051225 5,082.97 1R97-G9M9- 00134655 05/15/2025
AP051225 133.74 1 VMT-MPYR- 00134655 05/15/2025
AP051225 29.90 1 VMT-MPYR- 00134655 05/15/2025
AP051225 1,495.50 1 VMT-MPYR- 00134655 05/15/2025
AP051225 651.92 1VMT-MPYR- 00134655 05/15/2025
Check Total: 10,316.67
AP051225 561.96 1058875834 P13842 00134656 05/15/2025
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 2
05/28/2025 :Date
09:04:34 :Time

City of Placentia
Check Register
For 05/28/2025
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice# PO # Check # Check Date
V000081 Common Area Supplies
MW OH ARAMARK REFRESHMENT 401 E CHAPMAN/CH-COFFEE/WATER 09595-6052 AP051225 476.92 1058875835 P13842 00134656 05/15/2025 V000081 Common Area Supplies
MW OH ARAMARK REFRESHMENT PD-COFFEE/WATER 109595-6052 AP051225 817.02 1058875836 P13842 00134656 05/15/2025 V000081 Common Area Supplies
Check Total: 1,855.90
MW OH AT &T 4/27-5/26 POWELL BLDG INTERNET 109595-6215 AP051225 85.60 POWELL 2025 00134657 05/15/2025 V008736 Telephone/Internet
Check Total: 85.60
MW OH AT&T APR - PHONE CHARGES 109595-6215 AP051225 1,559.02 050825 00134658 05/15/2025 V004144 Telephone/Internet
MW OH AT&T APR - PHONE CHARGES 109595-6215 / 21008-6215 AP051225 13.26 050825 00134658 05/15/2025 V004144 Telephone/Internet
MW OH AT&T APR - PHONE CHARGES 109595-6215 / 21009-6215 AP051225 31.76 050825 00134658 05/15/2025 V004144 Telephone/Internet
MW OH AT&T APR - PHONE CHARGES 296561-6215 AP051225 62.21 050825 00134658 05/15/2025 V004144 Telephone/Internet
Check Total: 1,666.25
MW OH BERRY, JORDAN REFUND - 2123 MARY WAY STR 740000-4302 AP051225 41.42 05/12/25 00134659 05/15/2025 V013054 General Plan Update Fee
MW OH BERRY, JORDAN REFUND -2123 MARY WAY STR 102531-4305 AP051225 436.00 05/12/25 00134659 05/15/2025 V013054 Planning Division Fees
Check Total: 477.42
MW OH BEST 5TH AVE INC APR - PD DRY CLEANING 103040-6290 AP051225 884.36 APRIL 25 00134660 05/15/2025 V012980 Dept. Contract Services
Check Total: 884.36
MW OH BRENNAN ESTIMATING FEB -FIRE/SEC ALARM MONITORINGI03654-6127 AP051225 409.50 13643 P13707 00134661 05/15/2025 V011259 Alarm Monitoring
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 3
05/28/2025 :Date
09:04:34 :Time

City of Placentia
Check Register
For 05/28/2025
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
MW OH BRENNAN ESTIMATING 4/24 FIRE/SEC ALARM REPAIRS
V011259
103654-6127
Alarm Monitoring
MW OH BRENNAN ESTIMATING MAY -FIRE/SEC ALARM MONITORINT03654-6127 V011259 Alarm Monitoring

MW OH CALIFORNIA FORENSIC APR - BLOOD DRAWS
V000232
MW OH CALMAT CO.

V010007
MW OH CALMAT CO.

V010007
MW O1-1 CALMAT CO.

PAVING MATERIALS

PAVING MATERIALS
103040-6055
Medical Services
103652-6132
Repair & Maintenance/Streets
103652-6132
Repair & Maintenance/Streets
103652-6132
V010007 Repair & Maintenance/Streets

MW OH CICCS/EAP
MAY - EAP 395083-5199
V012670 Other Employee Benefits
MW OH CIVIC PLUS 4/1/25-3/3126 MONSIDO PLATFORM 101523-6136 V006674 Software Maintenance

MW OH COUNTY OF ORANGE APR - AFIS SERVICES
103040-6290
V008881 Dept. Contract Services
MW OH COUNTY OF ORANGE APR - OCATS CIRCUIT SUPPORT 103043-6099 V008881 Professional Services
MW OH CRAFCO INC.

CRACK SEAL MATERIAL 103652-6132
V009329 Repair & Maintenance/Streets
AP051225 620.00 14199 P13707 00134661 05/15/2025
AP051225 409.50 14229 P13707 00134661 05/15/2025
Check Total: 1,439.00
AP051225 885.00 2898 P13480 00134662 05/15/2025
Check Total: 885.00
AP051225 472.99 3259902 P13514 00134663 05/15/2025
AP051225 486.89 3307239 P13514 00134663 05/15/2025
AP051225 591.11 3328399 P13514 00134663 05/15/2025
Check Total: 1,550.99
AP051225 453.10 2025-05 00134664 05/15/2025
Check Total: 453.10
AP051225 4,123.88 335353 00134665 05/15/2025
Check Total: 4,123.88
AP051225 1,570.00 SH 71335 P13461 00134666 05/15/2025
AP051225 1,104.51 SH 71366 P13531 00134666 05/15/2025
Check Total: 2,674.51
AP051225 2,308.22 9403418148 P13850 00134667 05/15/2025 User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 4
05/28/2025 :Date
09:04:34 :Time

City of Placentia
Check Register
For 05/28/2025
Type Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
MW OH CRAFCO INC.

V009329
MW OH CRAFCO INC.

V009329

CRACK SEAL MATERIAL

CRACK SEAL MATERIAL
MW OH DAY & NITE DOOR SERVICEFS2 GLASS ALUMINUM DOORS
V001616

MW OH ANSELMO RYAN ANGULO APR - POLYGRAPH EXAM
V012341

MW OH DIAZ, ALEXANDER JUN - DJ SVS FOR LET'S DANCE
V010598

MW OH ENTENMANN-ROVIN CO PD BADGES
V000342

MW OH ENTERPRISE FLEET
V003312

MW OH FIS
V008518

MW OH FORENSIC NURSE
V009316

MAY - PD VH LEASE CHARGES
103652-6132
Repair & Maintenance/Streets
103652-6132
Repair & Maintenance/Streets
103652-6132
Repair & Maintenance/Streets
103654-6130
Repair & Maint/Facilities
103040-6099
Professional Services
104071-6299
Other Purchased Services
103040-6299
Other Purchased Services
103658-6165
Vehicle Lease
MAR - CR CARD TRANSACTION FEES102020-6025
Third Party Administration
SART EXAM DR #25-01245
103040-6099
Professional Services
AP051225
AP051225
AP051225
1,590.47 9403423899
1,590.47 9403426326
1,590.47 9403432630
Check Total: 7,079.63
AP051225 416.00 OC-97616
Check Total:

AP051225
Check Total:

AP051225
P13850 00134667 05/15/2025
P13850 00134667 05/15/2025
P13850 00134667 05/15/2025
00134668 05/15/2025
416.00
1,125.00 2025/2 00134669 05/15/2025
1,125.00
200.00 125
200.00
1,360.23 0187787 -IN
00134670 05/15/2025
00134671 05/15/2025
1,360.23
20,457.24 FBN5325734 PI3494 00134672 05/15/2025
20,457.24
531.78 34783545 00134673 05/15/2025
531.78
1,500.00 6235
00134674 05/15/2025
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 5
05/28/2025 :Date
09:04:34 :Time

City of Placentia
Check Register
For 05/28/2025
Type Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date

MW OH GALLS LLC
V000438

MW OH GARCIA, CECILIA
V013053

PD UNIFORMS - IRVINE

DISPATCH UNIFORMS
103041-6360
Uniforms
101515-6360
Uniforms
100TH YR CITY LOGO SEAL/DESIGN 101534-6053
City Events

MW OH GOLDEN STATE WATER MAR -APR WATER CHARGES

MAR -APR WATER CHARGES

APR -MAY WATER CHARGES
V000928
V000928

MW OH GOLDEN STATE WATER
V000928

MW OH HALO CONFIDENTIAL
V011712
296561-6335
Water
109595-6335
Water
109595-6335/21010-6335
Water
109595-6335
Water
APR - PD BACKGROUND INVEST 103040-6290
Dept. Contract Services
MW OH HOUSTON & HARRIS PCS INCOR - SEWER LINE CLEANING/INSP 484356-6120 V010110 R & M/Sewer & Storm Drain

MW OH IMPERIAL SPRINKLER SPRINKLER SUPPLIES
V006506

MW OH IMPERIAL SPRINKLER IRRIGATION SUPPLIES
V006506
104055-6139
Repair/Maint - Parks & Fields
103655-6130
Repair & Maint/Facilities
Check Total:

AP051225
AP051225
Check Total:

AP051225
Check Total:

AP051225
AP051225
AP051225
AP051225
Check Total:

AP051225
Check Total:

AP051225
AP051225
367.76
2,500.00 05
2,500.00
14,644.76 050625
29,665.65 050625
231.25 050625
537.35 050825
45,079.01
7,447.80 0249
1,500.00
187.37 031143956
00134675 05/15/2025
180.39 31186988 P13833 00134675 05/15/2025
00134676 05/15/2025
00134677 05/15/2025
00134677 05/15/2025
00134677 05/15/2025
00134677 05/15/2025
P13460 00134678 05/15/2025
7,447.80
15,569.60 25-26594 P13517 00134679 05/15/2025
15,569.60
246.44 0020495569-001 PI3479 00134680 05/15/2025
161.05 0020397302-001 P13560 00134680 05/15/2025
User: Gabriela Calla
Report: AP1400M : AP: Warrant List - Machine
Page: 6
05/28/2025 :Date
09:04:34 :Time

City of Placentia
Cheek Register
For 05/28/2025
Type
Vendor Name/ID
Description Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date

MW OH JP CONTRACTORS INC
V009035

MW OH LN CURTIS & SONS
V011267
ROOFING BOND REFUND 30-25-020 0044-2033
Construction & Demo Deposit

PD UNIFORMS - TREJO
MW OH MARIPOSA LANDSCAPES INtAPR
V000647

MW OH MARIPOSA LANDSCAPES INCUR
V000647
MW O1 -I MARIPOSA LANDSCAPES INAPR
V000647

MW OH MARIPOSA LANDSCAPES IN APR
V000647

MW OH MARIPOSA LANDSCAPES INAPR
V000647

MW OH MC FADDEN-DALE
V000635

MW OH MC FADDEN-DALE
V000635
103041-6360
Uniforms
- MEDIAN & PKWY MAINT SVS 103655-61 15
Landscaping
- LIBRARY MAINT SVS 103655-6115 / 21008-6115
Landscaping
- CALTRANS SLOPE ON 57 FRWY103655-6115 / 243601-6115
Landscaping
- CROWTHER MEDIAN & PKWY 800000-6115
Landscaping
- MEDIAN & PKWY MAINT SVS 173555-6115
Landscaping
- LMD MAINT SVS 296561-6115
Landscaping

PW MAINTENANCE SUPPLIES

PW STREET SUPPLIES

PW STREET SUPPLIES
103654-6130
Repair & Maint/Facilities
103652-6132
Repair & Maintenance/Streets
103652-6132
Repair & Maintenance/Streets
103652-6132
Repair & Maintenance/Streets
Check Total:

AP051225
Check Total:

AP051225
407.49
1,000.00 B25-0178 00134681 05/15/2025
1,000.00
265.80 INV942182 P13808 00134682 05/15/2025
Check Total: 265.80
AP051225 2,795.92 113379
AP051225 1,519.81 113379
AP051225 133.55 113379
AP051225 133.55 113379
AP051225 9,141.60 113379
AP051225 5,736.44 113379
Check Total: 19,460.87
AP051225 13.47 575027.5
AP051225 54.31 575691/5
AP051225 18.85 575704/5
AP051225 35.23 57814/5
P13507 00134683 05/15/2025
P13507 00134683 05/15/2025
P13507 00134683 05/15/2025
P13507 00134683 05/15/2025
P13507 00134683 05/15/2025
P13507 00134683 05/15/2025
00134684 05/15/2025
00134684 05/15/2025
00134684 05/15/2025
00134684 05/15/2025
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 7
05/28/2025 :Date
09:04:34 :Time

N
City of Placentia
Check Register
For 05/28/2025
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date

MW OH MONTALVO, IVETTE
V009484

MW OH MUNITEMPS
V009595

MW OH NORTH NET TRAINING
V012187

MW OH ORANGE COUNTY
V007306

MW OH PACIFIC WEST AIR
V010710

DAMAGE DEPOSIT REFUND
4/21-5/1 TEMP STAFFING

FIRE TRAINING REG
104071-4385
Facility Rental
101513-6099
Professional Services
103066-6250
Staff Training
JAN - MAR ANIMAL CARE SERVICES 103045-6280
Animal Control Services
3/28 CH - HVAC MAINTENANCE
103654-6290
Dept. Contract Services
4/1 KRAMER ST HVAC MAINTENANCL03654-6290
Dept. Contract Services
4/18 CITY YARD HVAC MAINT
MW OH PLACENTIA YORBA LINDA 4/26 POOL USE
V000794

MW OH QUADIENT INC
V012611

MW OH RODRIGUEZ, EMANUEL

JUN - PARCEL PENDING

DAMAGE DEPOSIT REFUND
103654-6290
Dept. Contract Services
104071-6299
Other Purchased Services
103654-6290
Dept. Contract Services
104071-4385
Check Total:

AP051225
Check Total:

AP051225
Check Total:
121.86
166.00 2004437.002
166.00
4,213.50 130557
4,213.50
AP051225 450.00 2512
Check Total:

AP051225
Check Total:

AP051225
AP051225
AP051225
Check Total:
450.00
138,286.80 AC2590074
138,286.80
596.00 I48718
1,043.00 148719
447.00 148780
2,086.00
AP051225 608.00 10817
Check Total:

AP051225
Check Total:

AP051225
608.00
136.86 61920334
136.86
166.00 2004434.002
00134685 05/15/2025
P13798 00134686 05/15/2025
P13620 00134687 05/15/2025
P13462 00134688 05/15/2025
P13753 00134689 05/15/2025
P13753 00134689 05/15/2025
P13753 00134689 05/15/2025
00134690 05/15/2025
00134691 05/15/2025
00134692 05/15/2025
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 8
05/28/2025 :Date
09:04:34 :Time

City of Placentia
Check Register
For 05/28/2025
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice# PO # Check # Check Date
V013051 Facility Rental
Check Total: 166.00
MW OH ROY ALLAN SLURRY SEAL APR - CONSTRUCTION SVS 791506-2046 AP051225 -19,453.08 4663 00134693 05/15/2025 V011447 Retentions Payable
MW OH ROY ALLAN SLURRY SEAL APR - CONSTRUCTION SVS 791506-6740 AP051225 389,061.61 4663 P13778 00134693 05/15/2025 V011447 Infrastructure - Streets
Check Total: 369,608.53
MW OH RUSS BASSETT INSTALL DISPATCH CONSOLES 105213-6850 / 105213-6850 AP051225 44,350.00 94400A P13774 00134694 05/15/2025 V005646 Building & Facilities
Check Total: 44,350.00
MW OH SAGECREST PLANNING ANLIAPR- ON CALL INSP SVS 102532-6290 AP051225 3,709.20 5206 P13578 00134695 05/15/2025 V010576 Dept. Contract Services
Check Total: 3,709.20
MW OH SC FUELS 4/1-15 FUEL 103658-6345 AP051225 12,485.31 1034415 P13489 00134696 05/15/2025 V012766 Gasoline & Diesel Fuel
MW OH SC FUELS 4/16-30 FUEL 103658-6345 AP051225 11,232.83 1041630 P13489 00134696 05/15/2025 V012766 Gasoline & Diesel Fuel
Check Total: 23,718.14
MW OH SEQUEL CONTRACTORS INCMAR - CONSTRUCTION SVS 186098-2046 AP051225 -22,183.12 BILLING #3 00134697 05/15/2025 V010524 Retentions Payable
MW OH SEQUEL CONTRACTORS INCMAR - CONSTRUCTION SVS 186098-6740 AP051225 443,662.50 BILLING #3 P13813 00134697 05/15/2025 V010524 Infrastructure - Streets
Check Total: 421,479.38
MW OH SO CAL GAS MAR -APR GAS CHARGES 109595-6340 AP051225 90.73 050825 00134698 05/15/2025 V000909 Natural Gas
Check Total: 90.73
MW OH SOUTHERN CALIFORNIA APR - ELECTRIC CHARGES 109595-6330 / 21010-6330 AP051225 74.99 050825 00134699 05/15/2025 User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 9
05/28/2025 :Date
09:04:34 :Time

City of Placentia
Check Register
For 05/28/2025
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice# PO # Check # Check Date
V000910 Electricity

MW OH SOUTHERN CALIFORNIA APR - ELECTRIC CHARGES
V000910

MW OH STERICYCLE INC
109595-6330/21009-6330
Electricity
109595-6330
Electricity
286560-6330
Electricity
MAR - PAPER SHREDDING SVS 374386-6099
V012074 Professional Services
MW OH TEAM ONE MANAGEMENT APR PARK RESTROOMS 7ANITORIAL104055-6290 V010070 Dept. Contract Services
MW OH THINKSUPPLIES.COM OFFICE SUPPLIES 103040-6315
V007047 Office Supplies
MW OH THINKSUPPLIES.COM OFFICE SUPPLIES 103040-6315
V007047 Office Supplies
MW OH THINKSUPPLIES.COM PAPER 109595-6315
V007047 Office Supplies
MW OH THINKSUPPLIES.COM OFFICE SUPPLIES 103040-6315
V007047 Office Supplies
MW OH TORRES, GONZALO DAMAGE DEPOSIT REFUND 104071-4385 V013052 Facility Rental
MW OH TRANSUNION RISK & APR - PD DATABASE TRANSACTIONS 03042-6290 V009317 Dept. Contract Services
AP051225 92.86 050825 00134699 05/15/2025
AP051225 62,704.76 050825 00134699 05/15/2025
AP051225 17,681.47 050825 00134699 05/15/2025
Check Total: 80,554.08
AP051225 2,574.08 8010432675 P13557 00134700 05/15/2025 Check Total: 2,574.08
AP051225 7,274.75 108 P13532 00134701 05/15/2025
Check Total: 7,274.75
AP051225 51.92 70959 00134702 05/15/2025
AP051225 191.79 70964 00134702 05/15/2025
AP051225 118.32 70968 00134702 05/15/2025
AP051225 51.92 B70959-1 00134702 05/15/2025
Check Total: 413.95
AP051225 166.00 2004436.002 00134703 05/15/2025
Check Total: 166.00
AP051225 175.00 49451-202504-1
00134704 05/15/2025
User: Gabriela Calin
Report: API400M : AP: Wan -ant List - Machine
Page: 10
05/28/2025 :Date
09:04:34 :Time

City of Placentia
Check Register
For 05/28/2025
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date

MW OH UNDERGROUND SERVICE APR CA STATE FEE REG COST
V010637

MW OH UNDERGROUND SERVICE APR DIG ALERT SVS
V010637
MW OH WEST COAST ARBORISTS INC/1-15 TREE TRIMMING SVS
V001124
MW OH WEST COAST ARBORISTS INC/1/-15 TREE TRIMMING SVS
V001124
MW OH WEST COAST ARBORISTS INC/1-15 TREE TRIMMING SVS
V001124

MW OH YORBA LINDA WATER MAR -APR WATER CHARGES
V001148

MW OH YORBA LINDA WATER APR - SEWER CHARGES
V006633

MW OH AAA ELECTRIC MOTOR
V010252

MW OH ADMINSURE
V004980
484356-6301
Special Department Expenses
484356-6301
Special Department Expenses
103655-6116
Tree Maintenance
173555-6116
Tree Maintenance
103655-6116
Tree Maintenance
109595-6335
Water
484356-6297
Billing Services
IRRIGATION PUMP REP - TUFFREE 104055-6139
Repair/Maint - Parks & Fields
APR - WORKERS COMP CLAIM ADMI404580-6025
Third Party Administration

MW OH AMAZON CAPITAL SERVICEES RECREATION SUPPLIES
V012336

MW OH AMAZON CAPITAL SERVICESENIOR CTR SUPPLIES
104071-6401
Community Programs
104079-6401
Check Total: 175.00
AP051225 73.74 24-253643
AP051225 178.35 420250546
Check Total: 252.09
AP051225 288.00 228282
AP051225 288.00 228282
AP051225 2,970.00 228284
Check Total:

AP051225
Check Total:

AP051925
Check Tota►:
3,546.00
3,042.96 050825
3,042.96
1,230.96 567908
1,230.96
1,184.18 ASI-94574
1,184.18
AP051925 5,830.83 17909
Check Total:
5,830.83
AP051925 450.04 1 TGH-GWFJ-
AP051925

31.98 1TGH-GWFJ-
P13622
P13622
P13622
00134705 05/15/2025
00134705 05/15/2025
00134706 05/15/2025
00134706 05/15/2025
00134706 05/15/2025
00134707 05/15/2025
00134708 05/15/2025
00134709 05/22/2025
P13644 00134710 05/22/2025
00134711 05/22/2025
00134711 05/22/2025
User: Gabriela Cahn
Report: AP1400M : AP: Warrant List - Machine
Page: 11
05/28/2025 :Date
09:04:34 :Time

U,
N
City of Placentia
Check Register
For 05/28/2025
Type Vendor Name/ID
Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
V012336 Community Programs
MW OH AMTECH ELEVATOR APR - ELEVATOR MAINTENANCE 103654-6290 V012616 Dept. Contract Services

MW OH AT&T
V008736

MW OH AT&T
V004144

MW OH AT&T MOBILITY
V011025

MW OH AT&T MOBILITY
V011025
05/2-6/1 CH FIBER LINE 109595-6215
Telephone/Internet
APR - PHONE CHARGES 109595-6215
Telephone/Internet
APR - PHONE CHARGES 296561-6215
Telephone/Internet
APR - PW FIRSTNET 109595-6215
Telephone/Internet
APR - CS FIRSTNET 109595-6215
Telephone/Internet
APR - TEN CTR FIRSTNET 109595-6215
Telephone/Internet
APR - ADMIN FIRSTNET 109595-6215
Telephone/Internet
APR - PLACENTIA FIRSTNET 109595-6215
Telephone/Internet
APR - PD FIRSTNET 109595-6215
Telephone/Internet
APR - FIRE FIRSTNET 109595-6215
Telephone/Internet
Check Total: 482.02
AP051925 916.25 DVB22669001 P13506 00134712 05/22/2025
Check Total: 916.25
AP051925 107.00 MAY 25 CH 00134713 05/22/2025
Check Total: 107.00
AP051925 571.11 051525 00134714 05/22/2025
AP051925 127.60 051525 00134714 05/22/2025
Check Total: 698.71
AP051925 1,231.76 25105415 00134715 05/22/2025
AP051925 381.75 25105415 00134715 05/22/2025
AP051925 40.24 25105415 00134715 05/22/2025
AP051925 160.96 25105415 00134715 05/22/2025
AP051925 45.08 25105415 00134715 05/22/2025
AP051925 1,964.63 APR 2025 PD 00134715 05/22/2025
AP051925 447.89 APR 25 FIRE 00134715 05/22/2025
Check Total: 4,272.31
User: Gabriela Colin
Report: AP 1400M : AP: Wan -ant List - Machine
Page: 12
05/28/2025 :Date
09:04:34 :Time

City of Placentia
Check Register
For 05/28/2025
Type
Vendor Name/ID
Description Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
MW OH
MW OH
MW OH
MW OH
MW OH
MW OH

AXIS GENERAL
V011183

MW OH BRENNAN ESTIMATING
V011259

MW OH BUCHALTER
V012337
MW O1-1 CALIFORNIA YELLOW CAB
V003323

MW OH CALIFORNIA YELLOW CAB
V003323
MW OH CALMAT CO.

V010007

MW OH CHAVEZ, MINERVA

APR -STORM WATER KRAEMER

APR -STORM WATER MELROSE

APR -STORM WATER PLACENTIA
103652-6133
R & M/Sewers/Stone Drains
103652-6133
R & M/Sewers/Storm Drains
103652-6133
R & M/Sewers/Storm Drains
APR -STORM WATER QTR KRAEMER103652-6133
R & M/Sewers/Storm Drains
APR -STORM WATER QTR MELROSE 103652-6133
R & M/Sewers/Storm Drains
APR -STORM WATER QTR PLACENTII03652-6133
R & M/Sewers/Storm Drains
SPORT COMPLEX FIRE ALARM REP 103654-6127
Alarm Monitoring
APR -SPECIAL INVESTIGATION SVS 101005-6007
Special Investigations
APR -SENIOR TRANSPORTATION SVS84071-6401
Community Programs
APR -SENIOR TRANSPORTATION SVSI94071-6401
Community Programs
PAVING MATERIALS 103652-6132
Repair & Maintenance/Streets
DAMAGE DEPOSIT/AC ISSUE REFUNID04071-4385
AP051925
AP051925
AP051925
AP051925
AP051925
AP051925
Check Total:

AP051925
Check Total:

AP051925
AP051925
Check Total:
975.00 11152
975.00 11153
975.00 11154
975.00 11155
975.00 11156
975.00 11157
P13541 00134716 05/22/2025
P13541 00134716 05/22/2025
P13541 00134716 05/22/2025
P13541 00134716 05/22/2025
P13541 00134716 05/22/2025
P13541 00134716 05/22/2025
5,850.00
525.00 14266 P13707 00134717 05/22/2025
525.00
1,113.50 1400361 00134718 05/22/2025
1,113.50
7,620.04 4487025 P13626 00134719 05/22/2025
1,905.01 4487025 P13626 00134719 05/22/2025
9,525.05
AP051925 589.96 3359967
Check Total:

AP051925
589.96
316.00 2004464.0
P13514 00134720 05/22/2025
00134721 05/22/2025
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 13
05/28/2025 :Date
09:04:34 :Time

City of Placentia
Check Register
For 05/28/2025
Type Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
V010818
MW OH CHEMEX INDUSTRIES INC. GRAFFITI REMOVER
V004683

MW OH COMLOCK
V003166

MW OH COMMERCIAL AQUATIC
V005203

MW OH COMPRESSED AIR
V011620

LOCKS - SPORT COMPLEX

LOCKS /EYS FOR CITY FACILITIES

LOCKS - KRAEMER PARK

LOCKS - KRAEMER RESTROOM

LOCKS - KOCH PARK

APR - GOMEZ POOL MAINTENANCE

APR - WHITTEN POOL MAINT

APR - CIVIC CTR FOUNTAIN MAINT

APR - FOUNTAIN MAINT - LIBRARY
Facility Rental
103652-6146
Paint Supplies
104055-6130
Repair & Maint/Facilities
103654-6130
Repair & Maint/Facilities
104055-6130
Repair & Maint/Facilities
104055-6130
Repair & Maint/Facilities
104055-6130
Repair & Maint/Facilities
104055-6130
Repair & Maint/Facilities
104055-6130
Repair & Maint/Facilities
103654-6290
Dept. Contract Services
103654-6290/21008-6290
Dept. Contract Services
SERVICE OF SCBA COMPRESSOR 103066-6099
Professional Services
Check Total:

AP051925
Check Total:

AP051925
AP051925
AP051925
AP051925
AP051925
Check Total:
316.00
595.57 36908
595.57
283.49 853835

72.62 853931
255.28 853939
143.61 853943
254.51 853997
1,009.51
AP051925 1,500.00 1032006
AP051925 1,500.00 1032007
AP051925 408.80 1031971
AP051925 291.20 1031971
Check Total:

AP051925
Check Total:

P13505
P13505
P13508
P13508
00134722 05/22/2025
00134723 05/22/2025
00134723 05/22/2025
00134723 05/22/2025
00134723 05/22/2025
00134723 05/22/2025
00134724 05/22/2025
00134724 05/22/2025
00134724 05/22/2025
00134724 05/22/2025
3,700.00
3,104.83 00044509 P13846 00134725 05/22/2025
3,104.83
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 14
05/28/2025 :Date
09:04:34 :Time

City of Placentia
Check Register
For 05/28/2025
Type Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
MW OH CRAFCO INC.

V009329

CRACK SEAL MATERIAL
103652-6132
Repair & Maintenance/Streets
MW OH DAKOTA BACKFLOW CO. BACKFLOW TEST - VAQUEROS PAR1904055-6099 V013055 Professional Services
MW OH DATA TICKET INC.

V006119

MW OH DEPARTMENT OF JUSTICE
V000213

MW OH EMPLOYMENT
V000203

MW OH ESO SOLUTIONS INC
V012188

MW OH FAIRWAY FORD
V000376

MW OH FAIRWAY FORD
V000376
APR - CE CITATION PROCESSING 750000-6366
Web Based Service/Subcriptions

APR - LIVE SCAN PROCESSING

APR - LIVE SCAN PROCESSING
1/1-3/31 UI BENEFIT CHARGE

ER FIRE PRODUCTS & SVS

ER FIRE PRODUCTS & SVS
101512-6099
Professional Services
0044-2053
DOJ Livescan
0044-2054
FBI Livescan
404581-5155
Employee Insurance Claims
103066-6136
Software Maintenance
103066-6136
Software Maintenance
APR - VEHICLE REBATE PROGRAM 101534-6363
Resident Vehicle Rebate Prog

AUTO PARTS
103658-6134
Vehicle Repair & Maintenance
Check Total:

AP051925 1,575.84 9403438551 P13850 00134726 05/22/2025 Check Total:
1,575.84
AP051925 100.00 61373 00134727 05/22/2025
100.00
AP051925 3,232.28 178695 P13637 00134728 05/22/2025
Check Total:

AP051925
AP051925
AP051925
Check Total:
3,232.28
671.00 814950 00134729 05/22/2025
141.00 814950 00134729 05/22/2025

85.00 814950 00134729 05/22/2025
897.00
AP051925 2,541.00 L06198093232
Check Total:

AP051925
AP051925
Check Total:

AP051925
AP051925
2,541.00
882.49 ESO-163263
441.26 ESO-168049
1,323.75
3,000.00 APRIL 2025
182.40 C33275
00134730 05/22/2025
00134731 05/22/2025
00134731 05/22/2025
00134732 05/22/2025
00134732 05/22/2025
User: Gabricla Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 15
05/28/2025 :Date
09:04:34 :Time

City of Placentia
Check Register
For 05/28/2025
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date

MW OH FAIRWAY FORD
V000376

MW OH GLOBAL POWER GROUP
V012961

MW OH GOLDEN STATE WATER
V000928

MW OH HERC RENTALS INC
V010786

CITY VEHICLE REPAIR

AUTO PARTS

CH - GENERATOR MAINT SVS

CH - GENERATOR MAINT SVS
GENERATOR MAINT- K PUMP ST 103654-6290
Dept. Contract Services
103658-6134
Vehicle Repair & Maintenance
103658-6134
Vehicle Repair & Maintenance

APR -MAY WATER CHARGES

TRUCK RENTAL

MW OH HI -WAY SAFETY RENTALS TRAFFIC SUPPLIES
V000459

MW OH HIRSCH PIPE AND SUPPLY PLUMBING SUPPLIES
V004494
103654-6290
Dept. Contract Services
103654-6290
Dept. Contract Services
109595-6335
Water
296561-6335
Water
103652-6165
Vehicle Lease
103652-6310
Street Signs
103652-6310
Street Signs
103654-6137
Repair Maint/Equipment
AP051925 954.20 C33599
AP051925 1,068.69 C34127
Check Total:
5,205.29
AP051925 800.08 103628
AP051925 569.92 103628
AP051925 1,240.00 103811
Check Total: 2,610.00
AP051925 6,229.91 051525
AP051925 3,633.14 051525
Check Total: 9,863.05
AP051925 864.68 35505079-001
Check Total:

AP051925
AP051925
Check Total:

AP051925
Check Total:
864.68
504.98 170624
867.83 171243
1,372.81

52.49 1155671

52.49 P13724
P13724
P13724
00134732 05/22/2025
00134732 05/22/2025
00134733 05/22/2025
00134733 05/22/2025
00134733 05/22/2025
00134734 05/22/2025
00134734 05/22/2025
00134735 05/22/2025
00134736 05/22/2025
00134736 05/22/2025
00134737 05/22/2025
User: Gabriela Calin
Report: AP 1400M : AP: Warrant List - Machine
Page: 16
05/28/2025 :Date
09:04:34 :Time

City of Placentia
Check Register
For 05/28/2025
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date

MW OH HOTSY OF SOUTHERN
FLEET REPAIR EQUIPMENT 103658-6137
V004351 Repair Maint/Equipment

MW OH IMPERIAL SPRINKLER SPRINKLER SUPPLIES
V006506

MW OH IMPERIAL SPRINKLER IRRIGATION SUPPLIES
V006506

MW OI-I IMPERIAL SPRINKLER IRRIGATION SUPPLIES
V006506
104055-6139
Repair/Maint - Parks & Fields
104055-6139
Repair/Maint - Parks & Fields
104055-6139
Repair/Maint - Parks & Fields
104055-6139
Repair/Maint - Parks & Fields
103655-6130
Repair & Maint/Facilities
103655-6130
Repair & Maint/Facilities
MW OH .TV PLUMBING MCFADDEN PK - PLUMBING REP 104055-6099 V011345 Professional Services

MW OH KENT AUTOMOTIVE SHOP SUPPLIES
103658-6137
V012924 Repair Maint/Equipment
MW OH MARTIN, ARMANDO APR - DEAD ANIMAL REMOVAL SVS 103652-6290 V011735 Dept. Contract Services

MW OH MC FADDEN-DALE
PW MAINTENANCE SUPPLIES 103658-6134
V000635 Vehicle Repair & Maintenance
MW OH MC FADDEN-DALE PW MAINTENANCE SUPPLIES 103652-6132 AP051925 1,732.58 10022229 00134738 05/22/2025
Check Total: 1,732.58
AP051925 98.32 0020581246-001 P13479 00134739 05/22/2025 AP051925 1,413.67 0020669670-001 P13479 00134739 05/22/2025 AP051925 121.08 0020697708-001 P13479 00134739 05/22/2025 AP051925 304.98 0020711335-001P13479 00134739 05/22/2025 AP051925 393.91 0020458810-002 P13560 00134739 05/22/2025 AP051925 134.78 0020543846-001P13560 00134739 05/22/2025 Check Total: 2,466.74
AP051925 220.00 5266 00134740 05/22/2025
Check Total: 220.00
AP051925 304.28 9312470179 00134741 05/22/2025
Check Total: 304.28
AP051925 600.00 0003120 P13534 00134742 05/22/2025
Check Total: 600.00
AP051925 48.92 576260/5 00134743 05/22/2025
AP051925 60.45 576266/5 00134743 05/22/2025
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 17
05/28/2025 :Date
09:04:34 :Time

City of Placentia
Check Register
For 05/28/2025
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
V000635 Repair & Maintenance/Streets
MW OH MC FADDEN-DALE PW MAINTENANCE SUPPLIES 103658-6134 AP051925 1.83 576282/5 00134743 05/22/2025 V000635 Vehicle Repair & Maintenance
MW O1 -I MC FADDEN-DALE PW MAINTENANCE SUPPLIES 103654-6130 AP051925 22.28 576605/5 00134743 05/22/2025 V000635 Repair & Maint/Facilities
Check Total: 133.48
MW OH MI CASITA RESTAURANTE LUNCH - ALL DAY DEPT TRAINING 104071-6250 AP051925 1,413.75 61325 00134744 05/22/2025 V009336 Staff Training
Check Total: 1,413.75
MW OH NAPA AUTO PARTS AUTO PARTS 103658-6134 AP051925 270.06 921621 00134745 05/22/2025 V012662 Vehicle Repair & Maintenance
Check Total: 270.06
MW OH PARKHOUSE TIRE INC TIRES 103658-6134 AP051925 1,096.02 1020293667 PI3520 00134746 05/22/2025 V004472 Vehicle Repair & Maintenance
Check Total: 1,096.02
MW OH PARS MAR - PARS ASSET FEE 395083-6025 AP051925 508.23 57884 00134747 05/22/2025 V006999 Third Party Administration
Check Total: 508.23
MW OH PCN3 INC APR - PSC CONST SVS 105213-2046 / 105213-2046 AP051925 -5,948.04 APP22 00134748 05/22/2025 V012642 Retentions Payable
MW OH PCN3 INC APR - PSC CONST SVS 105213-6850 / 105213-6850 AP051925 118,960.93 APP22 P13587 00134748 05/22/2025 V012642 Building & Facilities
Check Total: 113,012.89
MW OH PLACENTIA CHAMBER OF DAMAGE DEPOSIT REFUND 104071-4385 AP051925 166.00 2004467.002 00134749 05/22/2025 V000772 Facility Rental
MW OH POWERSTRIDE BATTERY CCBATTERY REPAIR 103658-6134
Check Total: 166.00
AP051925 231.46 C69875
00134750 05/22/2025
User: Gabriela Calin
Report: API400M : AP: Warrant List - Machine
Page: 18
05/28/2025 :Date
09:04:34 :Time

City of Placentia
Check Register
For 05/28/2025
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
V000785 Vehicle Repair & Maintenance
MW OH POWERSTRIDE BATTERY C0BATTERY REPAIR 103658-6134
V000785 Vehicle Repair & Maintenance
AP051925 230.64 C69897 00134750 05/22/2025
Check Total: 462.10
MW OH QUALITY AUTO GLASS 2021 TOYOTA WINDSHIELD REPL 103658-6134 AP051925 734.60 17043 00134751 05/22/2025 V002245 Vehicle Repair & Maintenance
MW OH QUALITY AUTO GLASS 2021 NISSAN WINDSHIELD REPL 103658-6134 AP051925 626.60 17044 00134751 05/22/2025 V002245 Vehicle Repair & Maintenance
Check Total: 1,361.20
MW OH SAFETY-KLEEN SYSTEMS INWASHER, DRUM HEAD, REP PARTS 103658-6137 AP051925 331.01 97086435 00134752 05/22/2025 V011477 Repair Maint/Equipment
Check Total: 331.01
MW OH SAGECREST PLANNING ANDAPR -ENVIRONMENTAL INSPECTION1D5213-6850 / 105213-6850 AP051925 108.40 5207 P13635 00134753 05/22/2025 V010576 Building & Facilities
Check Total: 108.40
MW OH SCA OF CA LLC APR - STREET SWEEPING SVS 374386-6290 AP051925 14,608.00 CA1001658 P13529 00134754 05/22/2025 V012501 Dept. Contract Services
Check Total: 14,608.00
MW OH SELMAN CHEVROLET AUTO PARTS 103658-6134 AP051925 75.53 635358 00134755 05/22/2025 V009997 Vehicle Repair & Maintenance
Check Total: 75.53
MW OH SO CAL GAS APR -MAY GAS CHARGES 109595-6340 AP051925 268.87 051525 00134756 05/22/2025 V000909 Natural Gas
Check Total: 268.87
MW OH SOUTHERN CALIFORNIA APR - ELECTRIC CHARGES 109595-6330 / 21010-6330 AP051925 10.92 051525 00134757 05/22/2025 V000910 Electricity
MW OH SOUTHERN CALIFORNIA APR - ELECTRIC CHARGES 296561-6330 AP051925 20.47 051525 00134757 05/22/2025 User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 19
05/28/2025 :Date
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City of Placentia
Check Register
For 05/28/2025
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
MW OH
MW Oil
MW OH
V000910

SOUTHERN CALIFORNIA APR - ELECTRIC CHARGES
V000910

MW OH STERICYCLE INC
V012074

MW OH SUBURBAN PROPANE
V000971

PAPER SHREDDING SVS

PROPANE

MW OH TAIT ENVIRONMENTAL DEC - CONSULTING SVS
V012524

MW OH TECHNICOLOR PRINTING AQUATICS T-SHIRTS
V010386
MW OH TRUIST GOVERNMENTAL 6/1/25 -2011 GAS TAX REFUNDING V012073

MW OH TRUIST GOVERNMENTAL
V012073
Electricity
800000-6330
Electricity
109595-6330
Electricity
109595-6330121009-6330
Electricity
374386-6099
Professional Services
103658-6345
Gasoline & Diesel Fuel
103658-6345
Gasoline & Diesel Fuel
103658-6345
Gasoline & Diesel Fuel
795505-6850
Building & Facilities
104071-6360
Uniforms
525525-6905
Principal/Bonds/COP's/Leases
6/1/25 -2011 GAS TAX REFUNDING 525525-6915
Interest/Bonds/COP's/Leases
AP051925
AP051925
AP051925
Check Total:
120.08 051525
3,986.56 051525

75.50 051525
4,213.53
00134757 05/22/2025
00134757 05/22/2025
00134757 05/22/2025
AP051925 1,772.23 8010742190 P13557 00134758 05/22/2025 Check Total:

AP051925
AP051925
AP051925
Check Total:

AP051925
1,772.23

61.42 328614

83.24 328615

47.68 328688
192.34
1,505.00 961885
Check Total: 1,505.00
AP051925 466.54 9728
Check Total:
466.54
AP051925 184,000.00 99050003460000
AP051925 17,399.25 99050003460000
00I34759 05/22/2025
00134759 05/22/2025
00134759 05/22/2025
P 13657 00134760 05/22/2025
00134761 05/22/2025
00134762 05/22/2025
00134762 05/22/2025
User: Gabriela Calin
Report: API400M : AP: Warrant List - Machine
Page: 20
05/28/2025 :Date
09:04:34 :Time

City of Placentia
Check Register
For 05/28/2025
Type
Vendor Name/ID
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
MW OH TURBO DATA SYSTEMS INC APR - PARKING CITATION SVS 103047-6290 V001238
Dept. Contract Services
MW OH TURNOUT MAINTENANCE TURNOUT POCKETS/PATCHES 103066-6099 V011543

MW OH VERIZON WIRELESS
V010521

PRESERVATION EVIDENCE
Professional Services
103042-6290
Dept. Contract Services
MW OH WELLS FARGO VENDOR FIN5/15-6/14 PRINTER/COPIER SVS 109595-6175 V010076 Office Equipment Rental
MW OH WELLS FARGO VENDOR FIN5/15-6/14 PRINTER/COPIER SVS 109595-6175 V010076 Office Equipment Rental
MW OH WELLS FARGO VENDOR FIN5/15-6/14 PRINTER/COPIER SVS 109595-6175 V010076 Office Equipment Rental
MW OH WELLS FARGO VENDOR FIN5/15-6/14 PRINTER/COPIER SVS 109595-6175 V010076 Office Equipment Rental
MW OH WELLS FARGO VENDOR FIN5/15-6/14 PRINTER/COPIER SVS 109595-6175 V010076 Office Equipment Rental
MW OH WELLS FARGO VENDOR FIN5/15-6/14 PRINTER/COPIER SVS 109595-6175 V010076 Office Equipment Rental

MW OH YORBA LINDA WATER
V001148

APR - WATER CHARGES
109595-6335
Water
Check Total:
201,399.25
AP051925 2,881.53 45592
Check Total:
2,881.53
AP051925 1,142.00 29711
Check Total:

AP051925
Check Total:

AP051925
AP051925
AP051925
AP051925
AP051925
AP051925
Check Total: 6,675.61
AP051925 333.83 051525
1,142.00
625.00 9022399308
625.00
Check Total:
188.36 5034195013
255.57 5034195014

70.69 5034195015

79.39 5034195016
219.89 5034195017
5,861.71 5034195018
333.83
Type Total: 1,716,367.67
P13487 00134763 05/22/2025
00134764 05/22/2025
00134765 05/22/2025
P13474 00134766 05/22/2025
P13474 00134766 05/22/2025
P13474 00134766 05/22/2025
P13474 00134766 05/22/2025
P13474 00134766 05/22/2025
P13474 00134766 05/22/2025
00134767 05/22/2025
User: Gabricla Calin
Report: AP1400M : Al': Warrant List - Machine
Page: 21
05/28/2025 :Date
09:04:34 :Time

M
City of Placentia
Check Register
For 05/28/2025
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice# PO # Check # Check Date
Check Total: 1,716,367.67
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 22
05/28/2025 :Date
09:04:34 :Time

City of Placentia
ACH Check Register
For 06/03/2025
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice#
PO # Check # Check Date
Check Totals by ID
AP 3,554,748.12
EP 0.00
IP 0.00
OP 0.00
Fund Name
101 -General Fund (0010)
302 -Public Financing Autho(0082)
501 -Refuse Administration (0037)
Check Totals by Fund
12,922.41
3,156,885.87
384,939.84
Check Total: 3,554,748.12
ACH Payroll Direct Deposit for 05/16/2025: 617,621.09
Grand Total: 3,554,748.12
Void Total:

Check Total:

Electronic Disbursement Total: 4,172,369.21
Funds will be transferred from the Cash Basis Fund as needed to fund the warrants included on this warrant register

0.00 3,554,748.12
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine

City of Placentia
Check Register
For 05/28/2025
Type Vendor Name/ID Description
Account/Description
Batch ID Amount Invoice# PO # Check # Check Date
MW OH CHANG, DANIEL 2025 MISAC - MILEAGE REIMB 101523-6240 EFT051325 126.70 050725 00019980 05/19/2025 V012563 Mileage Reimbursement
MW OH CHANG, DANIEL 2025 MISAC - PER DIEM EXP 101523-6235 EFT051325 129.00 050725 00019980 05/19/2025 V012563 Travel
Check Total: 255.70
MW OH GONZALES, ANDREW A ICSC CONE - PER DIEM EXPNSES 102534-6235 EFT051325 200.00 050125 00019981 05/19/2025 V010615 Travel
MW OH GONZALES, ANDREW A 2025 ICSC - MILEAGE REIMP 102534-6240 EFT051325 356.30 050125 00019981 05/19/2025 V010615 Mileage Reimbursement
Check Total: 556.30
MW OH REPUBLIC WASTE SERVICES/1PR - REFUSE COLLECTION SVS 374386-6101 EFT051325 384,939.84 676-005934016 P13623 00019982 05/19/2025 V007205 Disposal
Check Total: 384,939.84
MW OH ROESTI, CODY EMT CERT - REIMBURSEMENT 103066-6250 EFT051325 222.50 201267182 00019983 05/19/2025 V011652 Staff Training
Check Total: 222.50
MW OH CHAPMAN, MAZIE PD - PER DIEM MEAL REIMB 103047-6250 EFT052025 115.00 CHAPMAN5122 00019984 05/22/2025 V012808 Staff Training
MW OH CHAPMAN, MAZIE PD - MILEAGE REIMBURSEMENT 103047-6240 EFT052025 42.70 CHAPMAN5122 00019984 05/22/2025 V012808 Mileage Reimbursement
Check Total: 157.70
MW OH DAVIS, ANTHONY FD - PER DIEM MEAL REIMB 103066-6250 EFT052025 387.00 041525 00019985 05/22/2025 V011637 Staff Training
Check Total: 387.00
MW OH DLT SOLUTIONS LLC AUTOCAD SUBSCRIPTION 103551-6366 EFT052025 10,515.85 5297931 00019986 05/22/2025 V012813 Web Based Service/Subcriptions
Check Total: 10,515.85
MW OH MARTINEZ, JOHN PD - PER DIEM MEAL REIMB 103041-6250 EFT052025 230.00 MARTINEZ5152 00019987 05/22/2025 User: Gabricla Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 1
05/28/2025 :Date
09:05:45 :Time

City of Placentia
Check Register
For 05/28/2025
Type Vendor Name/1D
Description
Account/Description
Batch ID
Amount Invoice#
PO # Check # Check Date
V010060

MW OH MARTINEZ, JOHN
V010060

MW OH SERNA, MARIO
V004667

MW OH SERVIN, CRISTAL
V010701

MW OH US BANK
V001073

MW OH US BANK
V001073
Staff Training
PD - MILEAGE REIMBURSEMENT 103041-6240
Mileage Reimbursement

TOOL REIMBURSEMENT

PD - MILEAGE REIMBURSEMENT

PD - PER DIEM MEAL REIMB
JUN 25- 2020A LRB
JUN 25- 2020A LRB
103658-6350
Small Tools/Equipment
103041-6240
Mileage Reimbursement
103041-6250
Staff Training
825525-6905
Principal/Bonds/COP's/Leases
825525-6915
Interest/Bonds/COP's/Leases
EFT052025
Check Total:

EFT052025
Check Total:

EFT052025
EFT052025
347.20 MARTINEZ5152
577.20
101.42 050825
101.42

33.74 SERVIN51425
115.00 SERVIN51425
Check Total: 148.74
EFT052025 2,190,000.00 2856856
EFT052025 966,885.87 2856856
Check Total:

Type Total:

Check Total:
3,156,885.87
3,554,748.12
3,554,748.12
00019987 05/22/2025
00019988 05/22/2025
00019989 05/22/2025
00019989 05/22/2025
00019990 05/22/2025
00019990 05/22/2025
User: Gabriela Calin
Report: AP1400M : AP: Warrant List - Machine
Page: 2
05/28/2025 :Date
09:05:45 :Time

Agenda Item No: 1.c

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 3, 2025
Submitted by: Jeannette Ortega
From: Administrative Services
Subject:

Setting of the Annual Special Tax Rate for Fiscal Year 2025-26 for Community Facilities District No. 2024-01 (Old Town Maintenance Services)
Financial Impact:

Fiscal Impact:

The recommended levy assessments for the Old Town CFD will generate $1,540.52 in revenue for FY 2025-26. There is no fiscal impact to the General Fund with these recommended actions.

Summary:

On March 5, 2024, the City Council adopted Ordinance No. O-2024-03, an Ordinance of the City Council of the City of Placentia, California, Levying Special Taxes within the City of Placentia Community Facilities District No. 2024-01 (Old Town Maintenance Services) to provide a non -General Fund and sustainable funding source to pay for the ongoing maintenance and repairs of the public streetscape improvements as specified in the Streetscape Master Plan for Old Town Placentia. Staff recommends that the City Council adopt a resolution to levy a special tax to pay for maintenance services in Old Town Placentia for Fiscal Year (FY) 2025-26 (Attachment 1).

Recommendation:

Recommended Action: It is recommended that the City Council take the following actions:

2. Authorize inclusion of the Annual Special Tax for Community Facilities District No. 2024- 01 (Old Town Maintenance Services) for Fiscal Year 2025-26 on the Orange County Secured Property Tax Roll.

Strategic Plan Statement:

This item is consistent with the City Council approved 5 -Year Strategic Goal to:

Promote Community and Economic Development, as Objective Number 3.7 to continue to establish Old Town Historic District/Business Improvement District. This agenda item will specifically result in the funding mechanism needed to preserve and maintain the future reconstruction of the public infrastructure in Old Town Placentia. 39 Discussion:

In 1978, California voters enacted Proposition 13, which limited the ability of local public agencies to increase property taxes based on a property's assessed value. In 1982, the Mello - Roos Community Facilities Act of 1982 ("Act") was created to provide an alternate method of financing public infrastructure and services. Under the Act, a Community Facilities District ("CFD") may fund public improvements with a useful life of five (5) years or more, such as park and recreational facilities, streets, sewer systems, schools, libraries, childcare facilities, and other public infrastructure. CFDs may also fund the maintenance and servicing of public landscape areas, parks, streetlights, storm drain systems, and public safety services.

On July 11, 2017, the Placentia City Council approved the adoption of the Old Town Revitalization Plan. The Old Town Revitalization Plan includes a comprehensive Streetscape Master Plan. The Streetscape Master Plan dictates the specific amenities for the Old Town area, so that these elements will be consistent throughout and give the area a sense of place and a feeling of cohesiveness. These include widened sidewalks, landscape enhancements, new trees, bike racks, lighting, trash receptacles, bollards and seating.

In 2020, the City, in partnership with the County of Orange, established an Enhanced Infrastructure Financing District (EIFD). The purpose of the EIFD is to create a funding mechanism that can facilitate the construction of the Streetscape Master Plan in Old Town Placentia.

On January 23, 2024, the City Council adopted Resolution of Intention to establish the proposed City of Placentia Community Facilities District No. 2024-01 (Old Town Maintenance Services) (Resolution No. R-2024-04). The City Council also adopted a Resolution of Intention to allow for Future Annexation of territory to the CFD (Resolution No. R-2024-05). A public hearing was set for March 5, 2024, to discuss the formation of the CFD and future annexation of territory.

On March 5, 2024, the City Council held a public hearing to discuss the formation of the CFD and future annexation of territory. After the Special Tax Election hearing, the City Council adopted Resolution No. R-2024-16 which declared the Results of the Special Election, determined the Validity of Prior Proceedings, and directed the Recording of Notice of Special Tax Lien. The City Council introduced Ordinance No. O-2024-03, levying the Special Taxes within the City of Placentia Community Facilities District No. 2024-01 (Old Town Maintenance Services).

The CFD Report provides a description of the Services to be funded by the CFD and an estimate of the fair and reasonable cost of the Services and incidental expenses of the CFD.

The CFD Report also shows the boundaries of the proposed CFD and the affected assessor's parcels. The CFD boundary map and future annexation area of CFD No. 2024-01 has been recorded on February 6, 2024, in the Office of the County Recorder of Orange County, California in Book 109, page 40-41 M/M of Maps of Assessment and Community Facilities Districts (Instrument No. 2024000026763).

Annual Special Tax Rate
Each fiscal year, the City determines the special tax requirement and annual special tax rates for the CFD based upon maintenance and servicing costs within the Project. The special tax is levied and collected in perpetuity, unless and until such time the City determines that the revenue is no longer needed.
40 The special taxes within the CFD will be levied according to formulas and provisions of the Rate and Method of Apportionment of Special Tax (the "RMA") contained within the Fiscal Year 2025-2026 Administration Report ("Report") prepared for the formation of the CFD (Attachment 2). The Report describes the services to be funded by the CFD; and provides an estimate of the fair and reasonable cost of the Services and incidental expenses for the CFD.

Annual Escalation Factor
The CFD is subject to an Annual Escalation Factor beginning on July 1 st, which shall be a maximum of six percent (6%) and a minimum annual increase of two percent (2%) per Fiscal Year, of the CPI for the twelve (12) months ending the preceding December 31 st. The index identified in the RMA was the All -Urban Consumers Price Index ("CPI -U") for the Los Angeles - Long Beach -Anaheim area. The CPI for the 12 months ending the preceding December 31, 2024, was 3.424%. Therefore, the special tax rates are being increased by 3.424% as allowed and summarized in the table below:

Land
Use
Class
Description
Current Special Tax
FY 2024-25 Assessment Tax Rate
Special Tax
FY 2025-26 Assessment Tax Rate
1 Single Family
Residential Property
$329.04 per dwelling unit
$340.31 per dwelling unit
2 Multi -Family Residential
Property
$303.17 per dwelling unit
$313.55 per dwelling unit
3 Non -Retail Commercial
Property
$0.3100 per square foot of Non-
Residential Floor Area
$0.3206 per square foot of Non -
Residential Floor Area
4 Retail Commercial
Property
$0.2146 per square foot of Non-
Residential Floor Area
$0.2219 per square foot of Non -
Residential Floor Area
5 Office Property
$0.3100 per square foot of Non-
Residential Floor Area
$0.3206 per square foot of Non -
Residential Floor Area
6 Industrial Property
$0.3100 per square foot of Non-
Residential Floor Area
$0.3206 per square foot of Non -
Residential Floor Area
7 Hotel/Motel Property
$237.99 per Hotel/Motel Room
$246.14 per Hotel/Motel Room
8 Rehab/Remodel
Property
$0.0792 per Parcel Square Foot
$0.0819 per Parcel Square Foot
9 Parking Lot Property
$0.0688 per Parcel Square Foot
$0.0712 per Parcel Square Foot
Fiscal Impact Summary:

The recommended levy assessments for the Old Town CFD will generate $1,540.52 in revenue for FY 2025-26. There s no fiscal impact to the General Fund with these recommended actions.

Attachments
Attachment 1 - Resolution FY 25-26 Levy Asessment for CFD.docx Attachment 2 Annual Report FY 25-26
41 RESOLUTION NO. R-2025-21

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PLACENTIA, CALIFORNIA, SETTING THE LEVY OF AN

ANNUAL SPECIAL TAX FOR COMMUNITY FACILITIES
DISTRICT NO. 2024-01 (OLD TOWN MAINTENANCE
SERVICES) FOR FISCAL YEAR 2025-26
A. Recitals.
(i) The City Council of the City of Placentia ("City Council"), has initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors to authorize the levy of a special tax in a community facilities district, all as authorized pursuant to the terms and provisions of the "Mello -Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the California Government Code ("Act") denominated COMMUNITY FACILITIES DISTRICT NO. 2024-01 (Old Town Maintenance Services) ("District"). (ii) The City Council, by adoption of Ordinance No. 2024-03 ("Ordinance") as authorized by § 53340 of the California Government Code, has authorized the levy of special taxes within the District to finance the authorized service in accordance with the Rate and Method of Apportionment of the Special Tax ("RMA") set forth in Exhibit "B" to the Resolution of Formation, which is on file in the office of the City Clerk and incorporated by reference herein.
(iii) California Government Code § 53340 provides that the City Council may provide, by resolution, for the levy of the special tax in the current tax year or future tax years at the same rate or at a lower rate than the rate provided by the Ordinance, if the resolution is adopted and a certified list of all parcels subject to the special tax levy including the amount of the tax to be levied on each parcel for the applicable tax year, is filed by the Clerk or other official designated by the legislative body with the county auditor on or before the 10th day of August of that tax year.
(iv) The RMA provides for an annual escalation factor of the maximum of six percent (6%) and a minimum of two percent (2%) annual percentage increase of the AII- Urban Consumers Price Index ("CPI -U") for the Los Angeles — Long Beach — Anaheim area as determined by the Bureau of Labor Statistics for the twelve (12) months ending the preceding December 31.
(v) The All Urban Consumers Consumer Price Index ("CPI") for the Los Angeles — Long Beach -Anaheim as determined by the Bureau of Labor Statistics for the twelve (12) months ending the preceding December 31 was 3.424%.

B. Resolution.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA DOES HEREBY FIND, DETERMINE AND RESOLVE AS FOLLOWS:

Resolution R-2025-21

Page 1 of 3 ends

42 1. The facts set forth in the Recitals, Part A of this Resolution, are true and correct.

2. This City Council does hereby find and determine as follows:

A. The annual escalation for FY 2025-26 shall be 3.424%.

B. The City Council hereby levies a special tax within the District for Fiscal Year 2025-26 shall be increased by 3.424%.

C. The CFD Administrator hereby is authorized and directed to file with the County Auditor on or before the 10th day of August a certified copy of this Resolution accompanied by a list of all parcels subject to the special tax levy with the taxes to be levied on each parcel based on the 2025-26 special tax rates set forth in Part B of this Resolution.

D. The special tax shall be collected in the same manner as ordinary ad valorem property taxes are collected and shall be subject to the same penalties and same procedure and sale in cases of any delinquency for ad valorem taxes, and the Tax Collector is hereby authorized to deduct reasonable administrative costs incurred in collecting any said special tax.

E. The County Auditor is hereby directed to enter in the next County assessment roll on which taxes will become due, opposite each lot or parcel of land affected, in a space marked "Old Town Maintenance Services Special Tax" or by any other suitable designation, the installment of the special tax.

F. The County Auditor shall, at the close of the tax collection period, promptly render to the District a detailed report showing the amount and/or amounts of such special tax installments, interest, penalties, and percentages so collected and from what property collected, and also provide a statement of any percentages retained for the expense of making any such collection.

G. This Resolution shall become effective upon its adoption.

ADOPTED AND APPROVED this 3rd Day of June 2025.

Kevin Kirwin, Mayor
ATTEST:

Robert S. McKinnell, City Clerk
Resolution R-2025-21

Page 2 of 3 ends

43 I, Robert S. McKinnell, City Clerk of the City of Placentia do hereby certify that the foregoing Resolution was adopted at a regular meeting of the City Council held on the 3rd day of June 2025 by the following vote:

AYES: Councilmembers:

NOES: Councilmembers:

ABSENT: Councilmembers:

ABSTAIN: Councilmembers:

Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:

Christian L. Bettenhausen, City Attorney
Resolution R-2025-21

Page 3 of 3 ends

44 www.FinanceDTA.com
FISCAL YEAR 2025-2026

ADMINISTRATION REPORT

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT NO. 2024-1
(OLD TOWN MAINTENANCE SERVICES)
MAY 13, 2025
Public Finance
Public -Private Partnerships
Development Economics
Clean Energy Bonds
Irvine / San Jose / San Francisco / Riverside
Dallas / Houston / Raleigh / Tampa
45 dta
www.FinanceDTA.com
18201 Von Karman Avenue, Suite 220
Irvine, CA 92612
FISCAL YEAR 2025-2026

ADMINISTRATION REPORT
Community Facilities District No. 2024-1
(Old Town Maintenance Services)
Prepared for:

City of Placentia
401 E. Chapman Avenue
Placentia, California 92870
46 TABLE

OF CONTENTS

SECTION
INTRODUCTION 1

I SPECIAL TAX CLASSIFICATIONS AND
DEVELOPMENT UPDATE 2
II FISCAL YEAR 2024-2025 SPECIAL TAX
LEVY 5
III FISCAL YEAR 2025-2026 SPECIAL TAX
REQUIREMENT FOR SERVICES 6
IV METHOD OF APPORTIONMENT 7

APPENDICES

APPENDIX A

APPENDIX B

APPENDIX C

BOUNDARY MAP

RATE AND METHOD OF

APPORTIONMENT

SPECIAL TAX ROLL, FISCAL YEAR
2025-2026
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m

INTRODUCTION

INTRODUCTION
This Mello -Roos Community Facilities District Administration Report presents the findings of the research and financial analysis performed by DTA. to determine the special tax requirement for Community Facilities District No. 2024-1 ("CFD No. 2024-1") of the City of Placentia ("the City") for fiscal year 2025-2026.

CFD No. 2024-1 is a legally constituted governmental entity established under the Mello - Roos Community Facilities Act of 1982, (the "Act") as amended. The Act provides an alternative method for the financing of certain public facilities and services. Specifically, CFD No. 2024-1 is authorized to levy the Special Tax to pay for authorized maintenance services.

A map showing the property in CFD No. 2024-1 is included in Appendix A. At the time of formation, there was one Assessor's Parcel included in the boundary of CFD No. 2024-1.

Property located in the future annexation area will be annexed into CFD No. 2024-1 as such property meets the City's annexation requirements as described in Section I herein.

The authorized services are funded through the annual levy and collection of special taxes from all property subject to the tax within the community facilities district. In calculating the special tax liability for fiscal year 2025-2026, this report examines the financial obligations of the current fiscal year and analyzes the level of development within CFD No. 2024-1. Pursuant to the Rate and Method of Apportionment ("RMA"), the Special Tax shall be levied as long as necessary to meet the Special Tax Requirement for Services. The RMA is included in Appendix B.

This report is organized into the following sections:

Section I
Section I provides an update of the development status of property within CFD No. 2024-1.

Section II
Section II provides an update of the previous year's Special Tax levy.

Section III
Section III determines the special tax requirement for services for CFD No. 2024-1 for fiscal year 2025-2026.

Section IV
Section IV reviews the methodology used to apportion the special tax requirement for services between the various Land Use Classes of Developed Property. A table of the fiscal year 2025-2026 Special Tax for each classification of property is included.

City of Placentia CFD No. 2024-1 (Old Town Maintenance Services) May 13, 2025 Fiscal Year 2025-2026 Administration Report
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SECTION I

SPECIAL TAX CLASSIFICATIONS

AND DEVELOPMENT UPDATE

SPECIAL TAX CLASSIFICATIONS AND DEVELOPMENT UPDATE
The methodology employed to calculate and apportion the special tax is contained in a document entitled the Rate and Method of Apportionment ("RMA"). The RMA establishes the Special Tax which is used to fund the cost of annual services. The RMA defines five categories of property, namely "Developed Property," "Rehab/Remodel Property," "Parking Lot Property," "Existing Building/Structure Property," and "Undeveloped Property." Developed Property is identified by the issuance of a building permit for which a building permit was issued as of March 1 of the previous fiscal year for construction of a new building/structure. For example, all property in CFD No. 2024-1 for which building permits were issued as of March 1, 2025 for new building/structures, will be classified as Developed Property in fiscal year 2025-2026.

Rehab/Remodel Property is identified as parcels of Existing Building/Structure Property for which a building permit with a construction valuation greater than $25,000 was issued after March 1, 2023 and prior to March 1 of the previous Fiscal Year to rehabilitate or remodel Existing Building/Structure Property.

Parking Lot Property is identified as parcels that are not Public Property and for which a building permit has been issued for the construction of, or on which is located a garage, parking lot, or parking structure, as of March 1 of the prior Fiscal Year, and on which is located no other Developed Property.

A Special Tax Classifications
For purposes of calculating the Special Tax, there are separate special tax classifications based on the type of structure built as shown in the table below.

City of Placentia CFD No. 2024-1 (Old Town Maintenance Services) Fiscal Year 2025-2026 Administration Report
May 13, 2025
49 dta
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SECTION I

SPECIAL TAX CLASSIFICATIONS

AND DEVELOPMENT UPDATE
Table 1: Special Tax
Developed Property Classifications
Land Use
Class
Description
Unit Type
1 Single Family Residential Property
Dwelling unit
2 Multi -Family Residential Property
Dwelling unit
3 Non -Retail Commercial Property
Square Foot of Non -Residential Floor Area
4 Retail Commercial Property
Square Foot of Non -Residential Floor Area
5 Office Property
Square Foot of Non -Residential Floor Area
6 Industrial Property
Square Foot of Non -Residential Floor Area
7 Hotel/Motel Property
Hotel/Motel Room
8 Rehab/Remodel Property
Parcel Square Foot
9 Parking Lot Property
Parcel Square Foot
No Special Tax is levied on Undeveloped Property.

B Development Update
As of March 1, 2025, building permits had been issued for two Assessor's Parcel subject to the Special Tax within CFD No. 2024-1 as summarized in the table below.

Table 2: Development by Assessor's Parcel Number
Assessor's Parcel Number
Description
Unit Type
Parcel Square Feet
339-052-27
Included at CFD Formation
Rehab/Remodel Property
13,416.48
339-365-23
Annexed to CFD in May 2025
Rehab/Remodel Property
5,401.44
City of Placentia CFD No. 2024-1 (Old Town Maintenance Services) Fiscal Year 2025-2026 Administration Report
May 13, 2025
50 dta
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SECTION I

SPECIAL TAX CLASSIFICATIONS

AND DEVELOPMENT UPDATE
The table below lists the aggregate amount of development by special tax classification.

Table 3: Fiscal Year 2025-2026
Cumulative Development
Land Use
Class
Description
Number of Units/Bldg. Sq.

Ft./Rooms/Parcel Sq. Ft.
1 Single Family Residential Property
0 Dwelling Units
2 Multi -Family Residential Property
0 Dwelling Units
3 Non -Retail Commercial Property
0 Square Foot of Non -Residential Floor Area
4 Retail Commercial Property
0 Square Foot of Non -Residential Floor Area
5 Office Property
0 Square Foot of Non -Residential Floor Area
6 Industrial Property
0 Square Foot of Non -Residential Floor Area
7 Hotel/Motel Property
0 Hotel/Motel Rooms
8 Rehab/Remodel Property
18,817.92 Parcel Square Foot
9 Parking Lot Property
0 Parcel Square Foot
City of Placentia CFD No. 2024-1 (Old Town Maintenance Services) Fiscal Year 2025-2026 Administration Report
May 13, 2025
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SECTION II
FISCAL YEAR 2024-2025 SPECIAL

TAX LEVY
II FISCAL YEAR 2024-2025 SPECIAL TAX LEVY
The aggregate Special Tax levy for fiscal year 2024-2025 was equal to $1,063. As of May 13, 2025, all of the special taxes had been collected by the County of Orange.

City of Placentia CFD No. 2024-1 (Old Town Maintenance Services) May 13, 2025 Fiscal Year 2025-2026 Administration Report
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SECTION III
FISCAL YEAR 2025-2026 SPECIAL

TAX REQUIREMENT FOR SERVICES
III FISCAL YEAR 2025-2026 SPECIAL TAX REQUIREMENT FOR SERVICES Pursuant to the RMA, the Special Tax may be levied in CFD No. 2024-1 to pay for (a) maintenance services authorized to be financed by CFD No. 2024-1, and (b) administrative expenses; less (c) a credit for funds available to reduce the annual Special Tax levy, as determined by the CFD Administrator.

For fiscal year 2025-2026 the funds required from CFD No. 2024-1 exceed the maximum Special Tax that can be collected from the property described in Table 2 above. Therefore, the fiscal year 2025-2026 special tax requirement has been limited to $1,541, the amount that cart be collected through the levy of the maximum special tax.

City of Placentia CFD No. 2024-1 (Old Town Maintenance Services) May 13, 2025 Fiscal Year 2025-2026 Administration Report
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IV METHOD OF APPORTIONMENT

SECTION IV

METHOD OF APPORTIONMENT
A Maximum Special Taxes
The amount of special taxes that CFD No. 2024-1 may levy is strictly limited by the maximum special taxes set forth in the Rate and Method of Apportionment. The maximum Special Tax is specified in Section C.1 of the RMA. On each July 1, commencing on July 1, 2024, the Maximum Special Tax shall be increased by the positive change in the Consumer Price Index of the amount in effect for the previous fiscal year, with a maximum annual increase of 6% and a minimum annual increase of 2% per fiscal year. As of January 1, 2025, the annual change in the Consumer Price Index was 3.424%. Therefore, an increase of 3.424% is applied.

B Apportionment of Special Tax
The annual Special Tax that is apportioned to each parcel is determined through the application of Section D of the RMA.

Commencing with fiscal year 2025-2026 and for each following fiscal year, the Council shall levy Special Tax so that the amount of Special Tax equals the special tax requirement for services. The special tax shall be levied proportionally on each Assessor's Parcel of property described in Table 1 above at up to 100% of the maximum Special Tax.

Application of the maximum special tax generates Special Tax revenues of $1,541 which is equal to the special tax requirement. The fiscal year 2025-2026 maximum Special Tax and actual Special Tax are shown for each classification of property in the following table.

City of Placentia CFD No. 2024-1 (Old Town Maintenance Services) Fiscal Year 2025-2026 Administration Report
May 13, 2025
54 dta
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SECTION IV

METHOD OF APPORTIONMENT
Table 4: FY 2025-2026 Special Tax
Land Use
Class
Description
FY 2025-2026
Maximum Special Tax
FY 2025-2026
Actual Special Tax
1 Single Family Residential Property
$340.31 per Dwelling Unit
$0.00 per Dwelling Unit
2 Multi -Family Residential Property
$313.55 per Dwelling Unit
$0.00 per Dwelling Unit
3 Non -Retail Commercial Property
$0.3206 per Bldg. Sq. Ft.
$0.0000 per Bldg. Sq. Ft.
4 Retail Commercial Property
$0.2219 per Bldg. Sq. Ft.
$0.0000 per Bldg. Sq. Ft.
5 Office Property
$0.3206 per Bldg. Sq. Ft.
$0.0000 per Bldg. Sq. Ft.
6 Industrial Property
$0.3206 per Bldg. Sq. Ft.
$0.0000 per Bldg. Sq. Ft.
7 Hotel/Motel Property
$246.14 per room
$0.00 per room
8 Rehab/Remodel Property
$0.0819 per Parcel Sq. Ft.
$0.0819 per Parcel Sq. Ft.
9 Parking Lot Property
$0.0712 per Parcel Sq. Ft.
$0.0000 per Parcel Sq. Ft.

Please note, pursuant to the RMA, no Special Tax shall be levied on Undeveloped Property.

A list of the actual Special Tax levied against each parcel in CFD No. 2024-1 is included in Appendix C.

City of Placentia CFD No. 2024-1 (Old Town Maintenance Services) Fiscal Year 2025-2026 Administration Report
May 13, 2025
55 APPENDIX A
Fiscal Year 2025-2026
Administration Report
City of Placentia
Community Facilities District No. 2024-1
(Old Town Maintenance Services)

BOUNDARY MAP
56 SHEET 1 OF 1
LEGEND
ANNEXATION NO. 1 TO

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT NO. 2024-1
(OLD TOWN MAINTENANCE SERVICES)

CITY OF PLACENTIA, COUNTY OF ORANGE

STATE OF CALIFORNIA
Annexation No. 1 to City of Placentia
Community Facilities District 2024-1
(Old Town Maintenance Services)
■■■■■■■■■■■■■■■■■■■■ Future Annexation Area
Reference is hereby made to that certain map entitled "Proposed Boundaries of City of Placentia Community Facilities District No. 2024-1 (Old Town Maintenance Services), City of Placentia, County of Orange, State of California," recorded on February 6, 2024, in Book 109, Pages 40 through 41 of Maps of Assessment and Community Facilities Districts, and as Instrument No. 2024-000026763, in the office of the County Recorder of the County of Orange, State of California, which this Annexation Map affects.

Reference is also made to the Assessor maps of the County of Orange for a description of the lines and dimensions of these parcels.

STREEr /,
COill
LLI
RAMONq
ST
cc,
co
W
Z
Q
(1) Filed in the office of the City Clerk of the City of Placentia the day of , 2025.
(2)
Assessor Parcel in
Annexation No. 1 to
the City of Placentia
Community Facilities
District No. 2024-1
(Old Town
Maintenance
Services):
339-365-23

BACKS LANE
(3)
City Clerk,
City of Placentia
I hereby certify that the within map showing Annexation No. 1 to City of Placentia Community Facilities District No. 2024-1 (Old Town Maintenance Services), City of
Placentia, County of Orange, State of California, was
approved by the City Council of the City of Placentia at a regular meeting thereof, held on the day of
, 2025, by its Resolution No.

City Clerk,
City of Placentia
Filed this day of , 2025, at the hour of
o'clock m, in Book of Maps of
Assessment and Community Facilities Districts at Page
and as Instrument No.
, in the office of the County
Recorder in the County of Orange, State of California, at the request of the City of Placentia.

Hugh Nguyen
Clerk -Recorder, County of Orange
By
Deputy Recorder
Fee
Exempt Recording Requested, per CA Government Code §27383

CONFORMED COPY
/0q
SHEET I OF 2
Assessor Parcels in the City of Placentia
Community Facilities District No. 2024-1
Old Town Maintenance Services):
339-052-27
Prepared by DTA

PROPOSED BOUNDARIES OF

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT NO. 2024-1
(OLD TOWN MAINTENANCE SERVICES)

CITY OF PLACENTIA, COUNTY OF ORANGE

STATE OF CALIFORNIA
Assessor Parcels in the Future Annexation Area of City of Placentia Community Facilities District No. 2024-1 (Old Town Maintenance Services):
339-052-14
339-052-15
339-052-16
339-052-17
339-052-18
339-052-19
339-052-20
339-052-21
339-052-24
339-052-26
339-052-27
339-052-28
339-052-29
339-061-01
339-061-02
339-061-03
339-061-04
339-061-05
339-061-06
339-061-07
339-061-08
339-061-09
339-061-10
339-061-11
339-061-12
339-061-13
339-061-14
339-061-15
339-061-16
339-061-17
339-355-02
339-355-03
339-355-04
339-355-05
339-355-06
339-355-07
339-355-08 339-365-04 339-392-04
339-355-09
339-355-10
339-355-11
339-355-12
339-355-13
339-355-14
339-355-15
339-355-16
339-355-17
339-355-18
339-355-19
339-355-20
339-355-22
339-362-05
339-362-06
339-363-09
339-363-10
339-363-11
339-363-12
339-363-13
339-363-16
339-363-17
339-363-18
339-363-19
339-363-29
339-364-10
339-364-11
339-364-12
339-364-13
339-364-14
339-364-15
339-364-16
339-365-01
339-365-02
339-365-03
339-365-05
339-365-06
339-365-07
339-365-08
339-365-09
339-365-10
339-365-15
339-365-16
339-365-17
339-365-18
339-365-19
339-365-20
339-365-21
339-365-22
339-365-23
339-365-25
339-365-26
339-365-27
339-391-01
339-391-02
339-391-03
339-391-04
339-391-05
339-391-06
339-391-09
339-391-10
339-391-11
339-391-12
339-391-13
339-391-14
339-391-15
339-391-16
339-392-01
339-392-02
339-392-03
339-392-05
339-392-06
339-392-07
339-392-08
339-392-09
339-392-10
339-392-11
339-392-12
339-392-13
339-392-14
339-392-15
339-392-16
339-392-17
339-392-18
339-392-19
339-392-20
339-392-21
339-392-22
339-393-01
339-393-02
339-393-03
339-393-04
339-393-05
339-393-06
339-393-07
339-393-08
339-393-09
339-393-10
339-394-01
339-394-02
339-394-03
339-394-04
339-394-05
339-394-06
339-394-07
(1) Filed in the office of the City Clerk of the City of Placentia the ZS'" day of .dun.", , 2024.
l sewerat
City Clerk,
City of Placentia
(2) I hereby certify that the within map showing the proposed boundaries of City of Placentia Community Facilities
District No. 2024-1 (Old Town Maintenance Services), City of Placentia, County of Orange, State of California, was approved by the City Council of the City of Placentia at a regular meeting thereof, held on the 23'4 day of
.6:47 , 2024, by its Resolution No. a-aoly-as?
City Clerk,
City of Placentia
(3) Filed this & day of F , 2024, at the hour of
/2 o'clock 35 pm, in Book , to of Maps of
Assessment and Community Facilities Districts at Page
4/o -N1 AM and as Instrument No.

Zoi-N00002-0103 , in the office of the County
Recorder in the County of Orange, State of California, at the request of the City of Placentia.

Hugh Nguyen
Clerk -Recorder, County of Orange
By se
Deputy Recorder
Fee
Exempt Recording Requested, per CA Government Code §27383

CONFORMED COPY

CONFORMED COPS
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PROPOSED BOUNDARIES OF

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT NO. 2024-1
(OLD TOWN MAINTENANCE SERVICES)

CITY OF PLACENTIA, COUNTY OF ORANGE

STATE OF CALIFORNIA
CHApitiAN
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2 BONA
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CENTER
Reference is hereby made to the Assessor maps
of the County of Orange for a description of the
lines and dimensions of these parcels.

LEGEND
Proposed Boundaries of City of Placentia
Community Facilities District 2024-1 (Old
Town Maintenance Services)
Future Annexation Area
Prepared by DTA

APPENDIX B
Fiscal Year 2025-2026
Administration Report
City of Placentia
Community Facilities District No. 2024-1
(Old Town Maintenance Services)

RATE AND METHOD OF

APPORTIONMENT
60 RATE AND METHOD OF APPORTIONMENT FOR

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT NO. 2024-1
(OLD TOWN MAINTENANCE SERVICES)
A Special Tax as hereinafter defined shall be levied on all Assessor's Parcels in City of Placentia Community Facilities District No. 2024-1 ("CFD No. 2024-1") and collected each Fiscal Year commencing in Fiscal Year 2023-2024, in an amount determined by the City Council of the City of Placentia through the application of the Rate and Method of Apportionment as described below. All of the real property in CFD No. 2024-1, unless exempted by law or by the provisions hereof, shall be taxed for the purposes, to the extent and in the manner herein provided.

A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
"Acre" or "Acreage" means the land area of an Assessor's Parcel as shown on an Assessor's Parcel Map, or if the land area is not shown on an Assessor's Parcel Map, the land area shown on the applicable final map, parcel map, condominium plan, or other recorded County parcel map.
"Act" means the Mello -Roos Community Facilities Act of 1982, as amended, being Chapter 2.5, Division 2 of Title 5 of the Government Code of the State of California.
"Administrative Expenses" means the following actual or reasonably estimated costs directly related to the administration of CFD No. 2024-1: the costs of computing the Special Taxes and preparing the annual Special Tax collection schedules (whether by the City or designee thereof or both); the costs of collecting the Special Taxes (whether by the County or otherwise); the costs associated with preparing Special Tax disclosure statements and responding to public inquiries regarding the Special Taxes; the costs of the City, CFD No. 2024-1 or any designee thereof related to an appeal of the Special Tax; and the City's annual administration fees and third party expenses. Administrative Expenses shall also include amounts estimated or advanced by the City or CFD No. 2024-1 for any other administrative purposes of CFD No. 2024-1.
"Assessor's Parcel" means a lot or parcel shown in an Assessor's Parcel Map with an assigned Assessor's parcel number.
"Assessor's Parcel Map" means an official map of the Assessor of the County designating parcels by Assessor's parcel number.

City of Placentia December 14, 2023
CFD No. 2024-1 (Old Town Maintenance Services) Page 1 61

"CFD Administrator" means an official of the City, or designee thereof, responsible for determining and providing for the levy and collection of the Special Tax.
"CFD No. 2024-1" means the City of Placentia Community Facilities District No. 2024-1 (Old Town Maintenance Services).
"City" means the City of Placentia.
"Consumer Price Index" means, for each Fiscal Year, the Consumer Price Index published by the U.S. Bureau of Labor Statistics for All Urban Consumers in the Los Angeles -Long Beach -Anaheim region, measured as of the month of December in the calendar year which ends in the previous Fiscal Year. In the event this index ceases to be published, the Consumer Price Index shall be another index as determined by the CFD Administrator that is reasonably comparable to the Consumer Price Index for the Los Angeles -Long Beach - Anaheim region.
"Council" means the City Council of the City.
"County" means the County of Orange, California.
"Developed Property" means, for each Fiscal Year, all Taxable Property, excluding Existing Building/Structure Property, for which a building permit was issued after March 1, 2023 and prior to March 1 of the previous Fiscal Year for construction of a new building/structure.
"Existing Building/Structure Property" means, for each Fiscal Year, all Taxable Property, for which a building or structure existed on such property prior to March 1, 2023.
"Fiscal Year" means the period starting July 1 and ending on the following June 30.
"Hotel/Motel Property" means, for each Fiscal Year, all Assessor's Parcels of Non -Residential Property for which a building permit has been issued for building a non-residential structure that constitutes a place of lodging providing sleeping accommodations and related facilities for travelers. Such related facilities may include, but are not limited to, on -site restaurants, retail establishments, conference rooms/areas, etc.
"Hotel/Motel Rooms" means, for each Assessor's Parcel of Hotel/Motel Property, the number of hotel/motel rooms available for rent for the purpose of overnight lodging, as indicated on the building permit issued by the City.

If such room data is not included on the building permit for an Assessor's City of Placentia December 14, 2023
CFD No. 2024-1 (Old Town Maintenance Services) Page 2 62

Parcel of Hotel/Motel Property, then the CFD Administrator shall rely on the site plan or other reasonable data sources as determined by the CFD Administrator.
"Industrial Property" means, for each Fiscal Year, all Assessor's Parcels of Non -Residential Property for which a building permit(s) was issued for construction of a non-residential structure(s) which is primarily used for:
manufacturing, procession, fabricating, assembly, refining, repairing, packaging, or treatment of goods, material or produce; research and development; and/or warehousing and wholesale distribution of goods, material, or produce.
"Maximum Special Tax" means the Maximum Special Tax, determined in accordance with Section C below, that can be levied in any Fiscal Year on any Assessor's Parcel of Taxable Property within CFD No. 2024-1. "Multi -Family Residential Property" means any Assessor's Parcel of Residential Property for which one or more building permits have been issued for attached residential units, all of which are made available for rental, but not purchase, by the general public.
"Non -Residential Floor Area" means, for Non -Residential Property, the total square footage of enclosed area within the perimeter of a non-residential structure located on such property, not including any space devoted to vehicle parking, walkway, overhang, patio, and areas incident thereto for which a building permit for new construction was issued after March 1, 2023 and prior to March 1 of the previous Fiscal Year. The determination of Non - Residential Floor Area shall be made by reference to the building permit(s) issued for such Assessor's Parcel, or if square footage is not available from this source, as otherwise determined by the CFD Administrator. "Non -Residential Property" means, for each Fiscal Year, all Developed Property for which a building permit(s) was issued for the construction of a new building/structure with a non-residential use.
"Non -Retail Commercial Property" means all Assessor's Parcels of Non - Residential Property not considered (i) Hotel/Motel Property, (ii) Industrial Property, (iii) Retail Commercial Property, or (iv) Office Property. "Office Property" means, for each Fiscal Year, all Assessor's Parcels of Non - Residential Property for which a building permit(s) was issued for construction of a non-residential structure(s) which is primarily used for:
general, professional, and/or medical office space.
"Parcel Square Foot" or "Parcel Square Footage" means the land area, or Acreage multiplied by 43,560, of an Assessor's Parcel as shown on an City of Placentia December 14, 2023
CFD No. 2024-1 (Old Town Maintenance Services) Page 3 63

Assessor's Parcel Map, or if the land area is not shown on an Assessor's Parcel Map, the land area shown on the applicable final map, parcel map, condominium plan, or other recorded County parcel map.
"Parking Lot Property" means, for each Fiscal Year, any Assessor's Parcel that is not Public Property and for which a building permit has been issued for the construction of, or on which is located a garage, parking lot, or parking structure, as of March 1 of the prior Fiscal Year, and on which is located no other Developed Property, as determined by the CFD Administrator. "Property Owner Association Property" means, for each Fiscal Year, any Assessor's Parcel within the boundaries of CFD No. 2024-1 that was owned by a property owner association, including any master or sub -association, as of March 1 of the prior Fiscal Year.
"Proportionately" means, for Developed Property, Rehab/Remodel Property, and Parking Lot Property that the ratio of the actual Special Tax levy to the Maximum Special Tax is equal for all Developed Property, Rehab/Remodel Property, and Parking Lot Property.
"Public Property" means, for each Fiscal Year, any property within the boundaries of CFD No. 2024-1 that is (i) used for rights -of -way or any other purpose and is owned by or irrevocably offered for dedication to the federal government, the State of California, the County, the City or any other public agency as of March 1 of the prior Fiscal Year or (ii) encumbered by an unmanned utility easement making impractical its utilization for other than the purpose set forth in the easement as of March 1 of the prior Fiscal Year, provided however that any property leased by a public agency to a private entity and subject to taxation under Section 53340.1 of the Act shall be taxed and classified in accordance with its use.
"Rehab/Remodel Property" means all Assessor's Parcels of Existing Building/Structure Property for which a building permit with a construction valuation greater than $25,000, as determined by the CFD Administrator, was issued after March 1, 2023 and prior to March 1 of the previous Fiscal Year to rehabilitate or remodel Existing Building/Structure Property. "Residential Property" means all Developed Property for which a building permit has been issued for purposes of constructing one or more residential dwelling units.
"Retail Commercial Property" means all Assessor's Parcels of Non -Residential Property for which the building permit was issued for a retail sales tax generating use or which is being used primarily for a retail sales tax generating use, as determined by the CFD Administrator, and not considered (i) Hotel/Motel Property, (ii) Industrial Property, or (iii) Office Property.

City of Placentia December 14, 2023
CFD No. 2024-1 (Old Town Maintenance Services) Page 4 64

"Single Family Residential Property" means any Assessor's Parcel of Residential Property not considered Multi -Family Residential Property. "Special Tax" means the special tax to be levied in each Fiscal Year on each Assessor's Parcel of Taxable Property to fund the Special Tax Requirement for Services.
"Special Tax Requirement for Services" means that amount required in any Fiscal Year to: (i) pay directly for annual maintenance services that are authorized to be financed by CFD No. 2024-1; (ii) pay Administrative Expenses; less (iii) a credit for funds available to reduce the annual Special Tax levy, as determined by the CFD Administrator.
"State" means the State of California.
"Taxable Property" means all of the Assessor's Parcels within the boundaries of CFD No. 2024-1 which are not exempt from the Special Tax pursuant to law or Section E below.
"Undeveloped Property" means, for each Fiscal Year, all Taxable Property not classified as Developed Property, Rehab/Remodel Property, Parking Lot Property, Taxable Property Owner Association Property or Taxable Public Property.
"Welfare Exemption" means, for each Fiscal Year, any Assessor's Parcel that is used exclusively for charitable, hospital, or religious purposes and that has a property tax welfare exemption as indicated in the County's assessor's roll finalized as of the last preceding January 1.

B. ASSIGNMENT TO LAND USE CATEGORIES
Each Fiscal Year, all Taxable Property within CFD No. 2024-1 shall be classified as Developed Property, Rehab/Remodel Property, Parking Lot Property, or Undeveloped Property and shall be subject to Special Taxes in accordance with the rate and method of apportionment determined pursuant to Sections C and D below.

Developed Property shall be further classified as Residential Property or Non - Residential Property. For Residential Property, the Special Tax will be based on the number of dwelling units as indicated on the building permit. For Non - Residential Property, the Special Tax will be based on the Non -Residential Floor Area or number of Hotel/Motel Rooms. For Rehab/Remodel Property and Parking Lot Property, the Special Tax will be based on the Parcel Square Footage.

City of Placentia December 14, 2023
CFD No. 2024-1 (Old Town Maintenance Services) Page 5 65

C. MAXIMUM SPECIAL TAX

1. Developed Property, Rehab/Remodel Property, and Parking Lot Property
a. Maximum Special Tax
The Maximum Special Tax for Fiscal Year 2023-2024 for each Land Use Class is shown below in Table 1.

TABLE 1
Maximum Special Tax for Developed Property, Rehab/Remodel Property, and Parking Lot Property
For Fiscal Year 2023-2024
Land
Use
Class
Description
Maximum Special Tax
1 Single Family Residential Property
$318.00 per dwelling unit
2 Multi -Family Residential Property
$293.00 per dwelling unit
3 Non -Retail Commercial Property
$0.2996 per square foot of Non -Residential Floor Area
4 Retail Commercial Property
$0.2074 per square foot of Non -Residential Floor Area
5 Office Property
$0.2996 per square foot of Non -Residential Floor Area
6 Industrial Property
$0.2996 per square foot of Non -Residential Floor Area
7 Hotel/Motel Property
$230.00 per Hotel/Motel Room
8 Rehab/Remodel Property
$0.0765 per Parcel Square Foot
9 Parking Lot Property
$0.0665 per Parcel Square Foot
b. Increase in the Maximum Special Tax
On each July 1, commencing on July 1, 2024, the Maximum Special Tax for Developed Property, Rehab/Remodel Property, and Parking Lot Property shall be increased based on the percentage change in the Consumer Price Index with a
maximum annual increase of six percent (6%) and a minimum annual increase of two percent (2%) per Fiscal Year.
c. Multiple Land Use Classes
City of Placentia
CFD No. 2024-1 (Old Town Maintenance Services)
December 14, 2023

Page 6 ends

In some instances, an Assessor's Parcel of Developed Property may contain more than one Land Use Class. The Maximum
Special Tax for such Assessor's Parcel shall be the sum of the Maximum Special Tax for all Land Use Classes located on that Assessor's Parcel. The CFD Administrator's allocation to each type of property shall be final.

2. Undeveloped Property and Existing Building/Structure Property The Special Tax shall not be levied on Undeveloped Property and Existing Building/Structure Property not classified as Rehab/Remodel Property or Parking Lot Property.

D. METHOD OF APPORTIONMENT OF THE SPECIAL TAX
Commencing with Fiscal Year 2023-2024 and for each following Fiscal Year, the Council shall determine the Special Tax Requirement for Services and shall levy the Special Tax until the total Special Tax levy equals the Special Tax Requirement for Services. The Special Tax shall be levied each Fiscal Year as follows:

The Special Tax shall be levied Proportionately on each Assessor's Parcel of Developed Property, Rehab/Remodel Property, and Parking Lot Property at up to 100% of the Maximum Special Tax.

E. EXEMPTIONS
No Special Tax shall be levied on Public Property, Property Owner Association Property, or any Assessor's Parcel that has a Welfare Exemption. However, should an Assessor's Parcel no longer be classified as Public Property, Property Owner Association Property, or have a Welfare Exemption, its tax- exempt status will, without the necessity of any action by the Council, terminate.

F. PREPAYMENT OF SPECIAL TAX
Prepayment of the Special Tax is not authorized.

G. APPEALS/INTERPRETATION
Any landowner or resident may file a written appeal of the Special Tax levied on his/her property with the CFD Administrator, provided that the appellant is current in his/her payments of Special Taxes. During the pendency of an appeal, all Special Taxes previously levied must be paid on or before the payment date established when the levy was made. The appeal must specify the reasons why the appellant claims the Special Tax is in error. The CFD City of Placentia December 14, 2023
CFD No. 2024-1 (Old Town Maintenance Services) Page 7 67

Administrator shall review the appeal, meet with the appellant if the CFD Administrator deems necessary, and advise the appellant of its determination.

If the CFD Administrator agrees with the appellant, the CFD Administrator shall eliminate or reduce the Special Tax on the appellant's property and/or provide a refund to the appellant. If the CFD Administrator disagrees with the appellant and the appellant is dissatisfied with the determination, the appellant then has 30 days in which to appeal to the Council by filing a written notice of appeal with the Council, provided that the appellant is current in his/her payments of Special Taxes. The second appeal must specify the reasons for the appellant's disagreement with the CFD Administrator's determination. The CFD Administrator may charge the appellant a reasonable fee for processing the appeal.

Interpretations may be made by the Council by ordinance or resolution for purposes of clarifying any vagueness or ambiguity in this Rate and Method of Apportionment.

H. MANNER OF COLLECTION
The Special Tax will be collected in the same manner and at the same time as ordinary ad valorem property taxes; provided, however, that CFD No. 2024-1 may directly bill the Special Tax, may collect Special Taxes at a different time or in a different manner if necessary to meet its financial obligations, and may covenant to foreclose and may actually foreclose on delinquent Assessor's Parcels as permitted by the Act.

I. TERM OF SPECIAL TAX
The Special Tax shall be levied as long as necessary to meet the Special Tax Requirement for Services.

City of Placentia December 14, 2023
CFD No. 2024-1 (Old Town Maintenance Services) Page 8 68

APPENDIX C
Fiscal Year 2025-2026
Administration Report
City of Placentia
Community Facilities District No. 2024-1
(Old Town Maintenance Services)

SPECIAL TAX ROLL,
FISCAL YEAR 2025-2026
69 DTA Municipal Solutions 5/13/2025
Appendix C
City of Placentia
Community Facilities District No. 2024-1
(Old Town Maintenance Services)
FY 2025-2026 Special Tax Levy
Assessor's Parcel Number
339-052-27
339-365-23
Annexation Number FY 2025-2026 Special Tax
CFD Formation
Annexation 1
Total Number of Parcels Taxed
$1,098.81
$442.38
2 Total FY 2025-2026 Special Tax $1,541.19

Page 1 of 1 ends

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Agenda Item No: 1.d

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 3, 2025
Submitted by: Kiana Louie
From: Public Works
Subject:

Setting of the Annual Special Tax Rate for Fiscal Year 2025-26 for Community Facilities District No. 2018-01 (TOD Maintenance Services)
Financial Impact:

Fiscal Impact:

The recommended levy assessments for the TOD CFD will generate $99,088.09 in revenue for FY 2025-26. There is no fiscal impact to the General Fund with these recommended actions.

Summary:

On April 20, 2018, the City Council adopted Resolution No. R-2018-08, establishing Community Facilities District ("CFD") 2018-01 within the City's Transit Oriented District ("TOD") to provide a non -General Fund and sustainable funding source to pay for the ongoing maintenance and repairs of the public streetscape improvements constructed within the TOD.

Staff recommends that the City Council adopt a resolution to levy a special tax to pay for maintenance services in the TOD for Fiscal Year (FY) 2025-26 (Attachment 1).

Recommendation:

Recommended Action: It is recommended that the City Council take the following actions:

2. Authorize inclusion of the Annual Special Tax for Community Facilities District No. 2018- 01 (TOD Maintenance Services) for Fiscal Year 2025-26 on the Orange County Secured Property Tax Roll.

Strategic Plan Statement:

There is no specific Strategic Plan Goal or Objective associated with this Council action.

Discussion:

In 1978, California voters enacted Proposition 13, which limited the ability of local public agencies to increase property taxes based on a property's assessed value. In 1982, the Mello - Roos Community Facilities Act of 1982 ("Act") was created to provide an alternate method of financing public infrastructure and services. Under the Act, a Community Facilities District ("CFD") may fund public improvements with a useful life of five (5) years or more, such as park 72 and recreational facilities, streets, sewer systems, schools, libraries, childcare facilities, and other public infrastructure. CFDs may also fund the maintenance and servicing of public landscape areas, parks, streetlights, storm drain systems, and public safety services.

In 2018, the City Council created a new CFD to assist in the financing of maintenance and repairs of the new public amenities constructed within the TOD, which includes street and pedestrian lighting, landscaping, stormwater basins, and pedestrian amenities. All TOD developers are required to annex their properties into the District as a condition of approval for receiving their entitlements. Each fiscal year, the City determines the special tax requirement and annual special tax rates for the CFD based upon maintenance and servicing costs within the Project. The special tax is levied and collected in perpetuity, unless and until such time the City determines that the revenue is no longer needed.

The special taxes within the CFD will be levied according to formulas and provisions of the Rate and Method of Apportionment of Special Tax (the "RMA") contained within the Special Tax Report ("Report") prepared for the formation of the TOD CFD (Attachment 2). The Report describes the services to be funded by the CFD and provides an estimate of the fair and reasonable cost of the Services and incidental expenses for the CFD. In addition, the Report specified the tax rate needed to support services in the TOD by land use classification. The RMA Report for CFD 2018-01 only allows for taxing developed property, and developed property is defined as property that has received a Certificate of Occupancy issued prior to May 1 of the preceding fiscal year. The tax rate needed to support maintenance services within the TOD was established at the base rates summarized in the table below:

Table 1: Base Tax Rate for CFD 2018-01(TOD)
Land Use Classification Base Year Maximum Rate
Developed Single Family Detached Property $138 per residential unit Developed Single Family Attached Property
Developed Multi -Family Property
Developed Retail/Other Property
Developed Office Property
Developed Industrial Property
Undeveloped Property
Tax -Exempt Property
$112 per residential unit
$127 per residential unit
$0.09 per square foot of building area
$0.13 per square foot of building area
$0.06 per square foot of building area
$0.00
$0.00
The CFD is subject to an Annual Escalation Factor beginning on July 1, 2019, which shall be the greater of three percent (3%) or the annual percentage increase, if any, of the CPI for the 12 months ending the preceding December 31. The index identified in the RMA was the AII- Urban Consumers ("CPI -U") for the Los Angeles -Long Beach -Anaheim area. The CPI for the 12 months ending the preceding December 31, 2024, was 3.4%. Therefore, the special tax rates are being increased by 3.4% as allowed and summarized in the table below:

Table 3: FY 2025-26 Tax Rate for CFD 2018-01 (TOD)
73 Land Use Classification
Developed Single Family
Detached Property
Developed Single Family
Attached Property
Developed Multi -Family Property
Current Rates (FY 2024-25
Assessment Tax Rate)
$164.50 per residential unit
$133.52 per residential unit
$151.39 per residential unit
FY 2025-26 Assessment
Tax Rate
$170.093 per residential
unit
$138.0596 per residential
unit
$156.537 per residential
unit
Developed Retail/Other Property $0.11 per square foot of building $0.11374 per square foot area of building area
$0.15 per square foot of building $0.1551 per square foot of area building area
$0.07 per square foot of building $0.07238 per square foot area of building area
$0.00 $0.00
$0.00 $0.00
Developed Office Property
Developed Industrial Property
Undeveloped Property
Tax -Exempt Property
Currently, the CFD has two annexations to date. In 2017, the City Council approved the land entitlements for the Integral/Lyon Living Project, also known as "The Herald," at 150 E.

Crowther Ave., along with a Development Agreement. The Agreement required Integral/Lyon Living to be the first project to create and annex itself into the new District. The second property was the JPI Luxury Apartments development at 505 W. Crowther Avenue, also known as "The Cenza". There are no new annexations for this fiscal year.

Fiscal Impact Summary:

Revenue: $99,088.09 (80000-4505 Recouped Through Assessments) Attachments
Attachment 2 - Rate and Method of Apportionment for CFD 2018-01.pdf Attachment 1 - Resolution No. 2025-22 - FY 25-26 Levy Asessment for CFD 2018-01.pdf 74 RATE AND METHOD OF APPORTIONMENT OF SPECIAL TAX

CITY OF PLACENTIA
Community Facilities District No. 2018-01
(TOD Area Maintenance)
A Special Tax authorized under the Mello -Roos Community Facilities Act of 1982 applicable to the land in the Community Facilities District No. 2018-01 (the "CFD") of the City of Placentia (the "City") shall be levied and collected according to the tax liability determined by the City through the application of the appropriate amount or rate described herein.

A. DEFINITIONS
"Acre" means each acre of the land area making up an Assessor's Parcel as shown on an Assessor's Parcel Map, or if the land area is not shown on an Assessor's Parcel Map, the land area shown on the applicable Final Map or other recorded County parcel map.
"Act" means the Mello -Roos Community Facilities Act of 1982, as amended, being Chapter 2.5, Division 2 of Title 5 of the Government Code of the State of California. "Administrative Expenses" means the actual or estimated costs incurred by the City to determine, levy and collect the Special Taxes, including the proportionate amount of the salaries and benefits of City employees whose duties are directly related to administration of the CFD and the fees of Special Tax levy administrator, other consultants, legal counsel, the costs of collecting installments of the Special Taxes upon the County tax rolls and any other incidental costs authorized by the Act. "Annexation Parcel" means any Parcel that is annexed to the CFD after it is formed. "Annual Escalation Factor" means an amount equal to the percentage increase during the preceding year in the Consumer Price Index for All Urban Consumers in the Los Angeles -Riverside -Orange County metropolitan area (CPI -U), as published by the U.S. Department of Labor, Bureau of Labor Statistics, (or if this index ceases publication, an equivalent index ), or 3 percent, whichever is greater. "Assessor's Parcel" or "Parcel" means a lot or parcel shown on an Assessor's Parcel Map with an assigned Assessor's Parcel number.
"Assessor's Parcel Number" means, with respect to an Assessor's Parcel, that number assigned to such Assessor's Parcel by the County for purposes of identification.

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT No. 2018-01 (TOD AREA MAINTENANCE) ATTACHMENT 2
75 "Annual Special Tax" means the annual Special Tax, determined in accordance with Section D below to be levied in the CFD in any Fiscal Year on any Assessor's Parcel. "Base Year" means the Fiscal Year ending June 30, 2019. "Certificate of Occupancy" means a permit issued by the City authorizing the occupancy of a new Residential Unit or new Nonresidential Building Area. "CFD Administrator" means an official of the City, or designee thereof, responsible for determining and providing for the levy and collection of the Special Tax. "CFD" or "CFD No. 2018-01" means Community Facilities District No. 2018-01 (TOD Area Maintenance) of the City of Placentia.
"City" means the City of Placentia.
"Council" means the City Council of the City of Placentia, acting as the legislative body of the City and the CFD.
"County" means the County of Orange, California.
"County Assessor" means the Orange County Assessor.
"Developed Property" means, in any Fiscal Year, all Taxable Property for which a Certificate of Occupancy has been issued after December 31, 2017 and prior to May 1 of the preceding Fiscal Year. These Assessor's Parcels can be classified into one of following groups: Single Family Detached, Single Family Attached, Multi -Family Residential, Retail/Other, Office, and Industrial.
"Existing Developed Property" means Residential Units and Nonresidential Building Area for which a building permit has been issued prior to January 1, 2018. "Fiscal Year" means the period starting July 1 and ending the following June 30. "Future Annexation Area" means the territory designated for potential future annexation to the CFD as shown in the "Map of Proposed Boundaries of the Community Facilities District No. 2018-01."
"Industrial Property" means all Assessor Parcels of Developed Property for which a Certificate of Occupancy has been issued after December 31, 2017 and prior to May 1 of the preceding Fiscal Year for manufacturing construction. "Land Use Classification" means any of the classes listed in Section B(1).

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT No. 2018-01 (TOD AREA MAINTENANCE) ATTACHMENT 2
76 "Maximum Special Tax" means the greatest amount of Special Tax, determined in accordance with Sections B and C below that can be levied in the CFD in any Fiscal Year on any Assessor's Parcel.
"Multi -Family Residential Property" means all Assessor Parcels of Developed Property for which a Certificate of Occupancy has been issued for construction of a structure with more than one Residential Unit after December 31, 2017 and prior to May 1 of the preceding Fiscal Year. This category includes but is not limited to apartment buildings, duplexes, triplexes, fourplexes, and condominiums. "Nonresidential Building Area" means the "chargeable covered and enclosed space" as defined by California Government Code section 65995(b)(2) to be constructed on Retail/Other Property, Office Property and Industrial Property. "Office Property" means all Assessor Parcels of Developed Property for which a Certificate of Occupancy has been issued after December 31, 2017 and prior to May 1 of the preceding Fiscal Year for general, professional and medical office construction. "Public Property" means any property within the boundaries of the CFD that is either (i) owned by the federal government, the State of California, the County, another public agency, or a private nonprofit organization that owns and is responsible for conservation of open space areas or (ii) encumbered by an easement owned by any such public agency or private organization which easement makes the development of such property impractical. Notwithstanding the foregoing, a leasehold or other possessory interest in any such property which is subject to taxation pursuant to Section 53340.1 of the Act shall not constitute "Public Property." "Residential Unit" means each separate residential dwelling unit on an Assessor's Parcel that comprises an independent facility capable of conveyance or rental as distinct from adjacent residential dwelling units. An accessory residential dwelling unit that shares a Parcel with a Single Family Detached Residential Unit shall not be considered as a Residential Unit for the purposes of this RMA. "Retail/Other Property" means all Assessor Parcels of Developed Property for which a Certificate of Occupancy has been issued for the retail, commercial, or other nonresidential construction after December 31, 2017 and prior to May 1 of the preceding Fiscal Year and is not Industrial Property or Office Property. "RMA" means this Rate and Method of Apportionment of Special Tax. "Services" means the services authorized to be funded by the CFD as described in the Resolution of Intention for the CFD.
"Single -Family Attached Property" means all Assessor Parcels of Developed Property for which a Certificate of Occupancy has been issued after December 31,

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT No. 2018-01 (TOD AREA MAINTENANCE) ATTACHMENT 2
77 2017 and prior to May 1 of the preceding Fiscal Year for construction of a residential structure consisting of two or more Residential Units that share common walls, have separate Assessor's Parcel Numbers assigned to them (except for a duplex Residential Unit which may share an Assessor's Parcel Number with another duplex Residential Unit).
"Single -Family Detached Property" means all Assessor Parcels of Developed Property for which a Certificate of Occupancy has been issued after December 31, 2017 and prior to May 1 of the preceding Fiscal Year for construction of a single-family Residential Unit that does not share a common wall with another Residential Unit. "Special Tax" means a Special Tax levied in any Fiscal Year to pay the Special Tax Requirement.
"Special Tax Requirement" means the amount required in any Fiscal Year for the CFD to 1) provide the Services; 2) pay for reasonable Administrative Expenses; 3) pay any amounts required to establish or replenish any reserve funds, and 4) cure any delinquencies in the payment of Special Taxes which have occurred in the prior Fiscal Year or pay for reasonably anticipated delinquent Special Taxes based on the delinquency rate for Special Taxes levied in the previous Fiscal Year. "State" means the State of California.
"Taxable Property" means any Assessor's Parcel that is not Tax -Exempt Property. "Tax -Exempt Property" means any Parcel within the CFD which is not Developed Property or Undeveloped Property, and includes Public Property and Existing Developed Property.
"Undeveloped Property" means any Assessor's Parcel which is not Tax -Exempt Property, and for which no Certificate of Occupancy has been approved and issued by June 30 of the previous Fiscal Year.

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT No. 2018-01 (TOD AREA MAINTENANCE) ATTACHMENT 2
78 B. DETERMINATION OF MAXIMUM SPECIAL TAX
The Maximum Special Tax shall be calculated as follows:

1. Classification of Parcels. Each Fiscal Year, using the Definitions above and the Parcel records of the County Assessor's Secured Tax Roll of July 1, the City shall cause each Parcel of land in the CFD to be classified as Developed Property, Undeveloped Property, or Tax -Exempt Property. The City shall cause all Developed Property to be further classified as Single Family Detached Property, Single Family Attached Property, Multi -Family Property, Retail/Other Property, Office Property and Industrial Property.

2. Assignment of Maximum Special Tax. Each Fiscal Year, the Base Year Maximum Tax shown below shall be escalated as specified in Section C, Annual Adjustment of Maximum Special Tax, to determine the Maximum Special Tax for the upcoming Fiscal Year for each Land Use Classification.

Land Use Classification
Base Year Maximum Tax
Developed Single Family Detached Property
$138 per Residential Unit
Developed Single Family Attached Property
$112 per Residential Unit
Developed Multi -Family Property
$127 per Residential Unit
Developed Retail/Other Property
$0.09 per square foot of
Nonresidential Buildinc Area
Developed Office Property
$0.13 per square foot of
Nonresidential Buildinc Area
Developed Industrial Property
$0.06 per square foot of
Nonresidential Buildinc Area
Undeveloped Property
$0
Tax -Exempt Property
$0

3. Conversion of a Tax -Exempt Property to a Taxable Property. If a Tax -Exempt Property is not needed for public use and is converted to private use, it shall become subject to the Special Tax.

4. Multiple Land Use Classifications. In some instances, an Assessor's Parcel may contain more than one Land Use Classification. The Maximum Special Tax that can be levied on an Assessor's Parcel shall be the sum of the Maximum Special Taxes that can be levied for all Land Use Classes located on that Assessor's Parcel. The CFD Administrator shall determine the allocation to each Land Use Classification.

5. Existing Developed Property. Residential Units and Nonresidential Building Area for which a building permit has been issued prior to January 1, 2018 is exempt from the Special Tax.

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT No. 2018-01 (TOD AREA MAINTENANCE) ATTACHMENT 2
79 6. Annexed Property. Each Assessor's Parcel of Developed Property that is annexed into the CFD shall be subject to the Special Tax in effect during the current Fiscal Year.

C. ANNUAL ADJUSTMENT OF MAXIMUM SPECIAL TAX
Beginning in January 2019 and each January thereafter, the Maximum Special Tax shall be adjusted each fiscal year in an amount equal to the percentage increase during the preceding year in the Consumer Price Index for All Urban Consumers in the Los Angeles -Riverside -Orange County metropolitan area (CPI -U), as published by the U.S. Department of Labor, Bureau of Labor Statistics, (or if this index ceases publication, an equivalent index), or three (3) percent, whichever is greater. Each annual adjustment of the Maximum Special Tax shall become effective for the following Fiscal Year.

D. DETERMINATION OF THE ANNUAL SPECIAL TAX
Commencing with the Base Year, and for each subsequent Fiscal Year, the Council shall determine the Special Tax Requirement and shall levy the Annual Special Tax on each Assessor's Parcel of Developed Property at up to one hundred percent of the applicable Maximum Special Tax to fund the Special Tax Requirement.

Under no circumstances will the Annual Special tax levied against any Assessor's Parcel of Developed Property increase by more than ten (10) percent as a consequence of delinquency or default by the owner of any other Assessor's Parcel within the CFD.

Subject to the preceding, the amount of Annual Special Tax levied upon any Developed Property and Undeveloped Property in any Fiscal Year shall not exceed the Maximum Special Tax for such Fiscal Year as computed herein.

E. DURATION OF THE SPECIAL TAX
Assessor's Parcels in the CFD shall remain subject to the Special Tax in perpetuity. If the Special Tax ceases to be levied, the City or its designee shall direct the County Recorder to record a Notice of Cessation of Special Tax. Such notice will state that the obligation to pay the Special Tax has ceased and that the lien imposed by the Notice of Special Tax Lien is extinguished.

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT No. 2018-01 (TOD AREA MAINTENANCE) ATTACHMENT 2
80 F. PREPAYMENT OF SPECIAL TAX
Prepayment of the Special Tax is not authorized.

G. APPEALS AND INTERPRETATION PROCEDURE
Any property owner who feels that the portion of the Special Tax levied on the subject property is in error, may file a written appeal no later than April 10 of the Fiscal Year in which the levy occurred, with the Public Works Director or his or her designee, appealing the levy of the Special Tax on the subject property. Public Works Director or his or her designee will promptly review the appeal, and, if necessary, meet with the applicant, and decide the merits of the appeal. If the findings of the Public Works Director or his or her designee verify that the Special Tax levied should be modified, the Special Tax levy for future Fiscal Years shall be corrected, and a credit against future Special Taxes shall be arranged, if applicable. Any overcharges shall be corrected solely by means of adjustments to future Special Tax levies; no cash refunds shall be made. Any dispute over the decision of the Public Works Director or his or her designee shall be referred to the Public Works Director, and the Council and the decision of the Council shall be final and binding on all parties.

Interpretation may be made by resolution of the Council for purposes of clarifying any vagueness or uncertainty as it relates to the application of the Special Tax rate, or application of the method of apportionment, or classification of properties or any definition applicable to the CFD.

H. COLLECTION OF THE SPECIAL TAX
The Special Tax shall be collected each year in the same manner and at the same time as ad valorem property taxes are collected and shall be subject to the same penalties and lien priorities in the case of delinquency as is provided for ad valorem taxes. The City shall cause the actions required above to be done for each Fiscal Year in a timely manner to assure that the schedule of the Special Taxes to be collected are received by the County Auditor for inclusion with billings for such ad valorem taxes for the applicable Fiscal Year. However, the CFD Administrator may directly bill the Special Tax, may collect Special Taxes at a different time or in a different manner if necessary to meet the financial obligations of the City or as otherwise determined appropriate by the CFD Administrator.

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT No. 2018-01 (TOD AREA MAINTENANCE) ATTACHMENT 2
81 RESOLUTION NO. R-2025-22

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PLACENTIA, CALIFORNIA, SETTING THE LEVY OF AN

ANNUAL SPECIAL TAX FOR COMMUNITY FACILITIES
DISTRICT NO. 2018-01 (TOD MAINTENANCE SERVICES) FOR
FISCAL YEAR 2025-26.

A. Recitals.
(i) The City Council of the City of Placentia ("City Council"), has initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors to authorize the levy of a special tax in a community facilities district, all as authorized pursuant to the terms and provisions of the "Mello -Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the California Government Code ("Act") denominated COMMUNITY FACILITIES DISTRICT NO. 2018-01 (TOD Maintenance Services) ("District").
(ii) The City Council, by adoption of Ordinance No. 2018-01 ("Ordinance") as authorized by § 53340 of the California Government Code, has authorized the levy of special taxes within the District to finance the authorized service in accordance with the Rate and Method of Apportionment of the Special Tax ("RMA") set forth in Exhibit "B" to the Resolution of Formation, which is on file in the office of the City Clerk and incorporated by reference herein.
(iii) California Government Code § 53340 provides that the City Council may provide, by resolution, for the levy of the special tax in the current tax year or future tax years at the same rate or at a lower rate than the rate provided by the Ordinance, if the resolution is adopted and a certified list of all parcels subject to the special tax levy including the amount of the tax to be levied on each parcel for the applicable tax year, is filed by the Clerk or other official designated by the legislative body with the county auditor on or before the 10th day of August of that tax year.
(iv) The RMA provides for an annual escalation factor of the greater of three percent (3%) or the annual percentage increase, if any, of the All Urban Consumers Consumer Price Index ("CPI") for the Los Angeles — Riverside — Orange County, CA area as determined by the Bureau of Labor Statistics for the twelve (12) months ending the preceding December 31, 2024.
(v) The All Urban Consumers Consumer Price Index ("CPI") for the Los Angeles — Long Beach -Anaheim, CA area (part of the former Los Angeles -Riverside -Orange County, CA area) as determined by the Bureau of Labor Statistics for the twelve (12) months ending the preceding December 31, 2024 was 3.4%.

Resolution R-2025-22

Page 1 of 3 ends

82 B. Resolution.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA DOES HEREBY FIND, DETERMINE AND RESOLVE AS FOLLOWS:

1. The facts set forth in the Recitals, Part A of this Resolution, are true and correct.

2. This City Council does hereby find and determine as follows:

A. The annual escalation for FY 2025-26 shall be 3.4%.

B. The City Council hereby levies a special tax within the District for Fiscal Year 2025-26 at the rate of $170.093 per residential unit for single-family residential detached property, $138.0596 per residential unit for single-family residential attached property, 156.537 per residential unit for multi -family residential property, $0.11374 per square foot of retail building area, $0.1551 per square foot of office building area and $0.07237 per square foot of industrial building area.

E. The County Auditor is hereby directed to enter in the next County assessment roll on which taxes will become due, opposite each lot or parcel of land affected, in a space marked "TOD Maintenance Services Special Tax" or by any other suitable designation, the installment of the special tax.

G. This Resolution shall become effective upon its adoption.

Resolution R-2025-22

Page 2 of 3 ends

83 ADOPTED AND APPROVED this 3rd Day of June 2025.

Kevin Kirwin, Mayor
ATTEST:

Robert S. McKinnell, City Clerk
I, Robert S. McKinnell, City Clerk of the City of Placentia, do hereby certify that the foregoing Resolution was adopted at a regular meeting of the City Council held on the 3rd day of June 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Councilmembers:

Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:

Christian L. Bettenhausen, City Attorney
Resolution R-2025-22

Page 3 of 3 ends

84 Agenda Item No: 1.e

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 3, 2025
Submitted by: Kiana Louie
From: Public Works
Subject:

Setting of the Annual Special Tax Rate for Fiscal Year 2025-26 for Community Facilities District No. 2014-01 (Public Services CFD)
Financial Impact:

Fiscal Impact:

There is no General Fund impact as a result of this special tax levy for public safety services.

If the recommended actions are approved, a total of 234 parcels will be assessed at the adjusted special tax rates as summarized below:

Land Use Type
Number of
Parcels
Number of
Units
Rate
Total
Single -Family
Residential
Property
233
233
390.684
$91,029.37
Multi -Family
Residential
Property
1 418
295.186
$123,387.75
Total
234
$214,417.12
The total anticipated revenue from these assessments in FY 2025-26 is $214,417.12 .

Summary:

On February 18, 2014, the City Council adopted Resolution No. R-2014-10, establishing Community Facilities District No. ("CFD") 2014-01 ("Public Services CFD") to provide an ongoing sustainable funding source paid for by new developments to help fund the cost of public safety services. On March 4, 2014, the City Council adopted Ordinance No. 2014-03, authorizing the City Council to determine, by resolution, on or before August 1st of each year, the specific special tax to be levied on each parcel of land within the CFD. At that time, the City Council also, in the adoption of the territory map, approved the area designated as future annexation to the CFD. Staff recommends that the City Council adopt a resolution to levy a special tax to pay for public safety services for Fiscal Year (FY) 2025-26 (Attachment 1).

Recommendation:

Recommended Action: It is recommended that the City Council take the following actions:

1. Adopt Resolution No. R-2025-23, a Resolution of the City Council of the City of 85 Placentia, California, setting the levy of an Annual Special Tax for Community Facilities District No. 2014-01 (Public Services) for Fiscal Year 2025-26; and

2. Authorize inclusion of the Annual Special Tax for Community Facilities District No. 2014- 01 (Public Services) for Fiscal Year 2025-26 on the Orange County Secured Property Tax Roll.

Strategic Plan Statement:

There is no specific Strategic Plan Goal or Objective associated with this Council action.

Discussion:

In 2014, the City Council created CFD 2014-01 to provide a new revenue stream paid for by new residential developments to be used to help fund the cost of public safety services. All new residential development projects are required to annex their properties into the Public Services CFD as a condition of approval for receiving their entitlements. The special tax that is currently being assessed on properties within the CFD is based upon a Fiscal Impact Analysis ("FIA") that was prepared for the initial formation of the CFD in 2014. Based on the FIA, the tax rate needed to support public safety services for new residential developments was established at $225.00 for each single-family residential unit per year. Therefore, the special tax rates for 2014-15 were $225.00 per residential unit for single-family residential property and $170.00 per residential unit for multi -family residential property. For the tax to be applied to a parcel, either construction must be completed or a building permit for the home needs to be issued by the City by June 1 of the preceding fiscal year.

FY 2025-26 Annexations to CFD
City Council Resolution No. R-2014-04 designated the entire territory of the City as a future annexation area for the District. This resolution also allows for voluntary annexation into the District. Annexations can occur without additional public hearings as long as the annexing landowner provides unanimous consent. To date, a total of 234 parcels have been annexed into the CFD. Since July 2024, the City has not received any new landowner petitions for annexations into the CFD as a result of new development.

FY 2025-26 Special Tax Rates
The CFD is subject to an Annual Escalation Factor beginning on July 1, 2015, which shall be the greater of five percent (5%) or the annual percentage increase, if any, of the Consumer Price Index for the twelve (12) months ending the preceding December 31. The index identified in the Rate and Method of Apportionment from 2014 was the All -Urban Consumers (CPI -U) for Los Angeles -Riverside -Orange County area. However, in January 2018, the Bureau of Labor and Statistics split the index geographically into a Los Angeles -Long Beach - Anaheim area and a Riverside -San Bernardino -Ontario area. The City has determined that the Los Angeles -Long Beach -Anaheim index is the most appropriate index as it includes both Los Angeles and Orange Counties. The CPI for the 12 months ending the preceding 86 December 31, 2024 was 3.4%. Therefore, the special tax rates are being increased by 5% as allowed. The adjusted special tax rates for FY 2025-26 are summarized below:

Land Use Type
Single -Family Residential Property
Multi -Family Residential Property
FY 2025-26 Special Tax Rate
$390.684 per residential unit
$295.186 per residential unit
Fiscal Impact Summary:

Revenue: $214,417.12 Recouped Through Assessments (550000-4505) Attachments
Attachment 2 - Rate and Method of Apportionment for CFD 2014-01.pdf Attachment 1 - Resolution No. 2025-23 CFD 2014-01.pdf
87 RATE AND METHOD OF APPORTIONMENT OF

SPECIAL TAX

CITY OF PLACENTIA
COMMUNITY FACILITIES DISTRICT NO. 2014-01
(PUBLIC SERVICES)
A Special Tax as hereinafter defined shall be levied on all Assessor's Parcels within the City of Placentia Community Facilities District No. 2014-01 (Public Services), ("CFD No. 2014-01"), other than Assessor's Parcels classified as Exempt Property as defined herein, and collected each Fiscal Year commencing in Fiscal Year 2014-2015, in an amount determined by the CFD Administrator through the application of the procedures described below. All of the real property within CFD No. 2014-01, unless exempted by law or by the provisions hereof, shall be taxed for the purposes, to the extent, and in the manner herein provided, including property subsequently annexed to CFD No. 2014-01, unless a separate Rate and Method of Apportionment of Special Tax is adopted for the annexation area.

A. DEFINITIONS
The terms hereinafter set forth have the following meanings:
"Acre or Acreage" means the land area of an Assessor's Parcel, expressed in acres, as shown on an Assessor's Parcel Map, or if the land area is not shown on an Assessor's Parcel Map, the land area shown on the applicable Final Subdivision Map, other final map, other parcel map, other condominium plan, or functionally equivalent map or instrument recorded in the Office of the Country Recorder. The square footage of an Assessor's Parcel is equal to the Acreage multiplied by 43,560.
"Act" means the Mello -Roos Communities Facilities Act of 1982 as amended, being Chapter

2.5, Part 1, Division 2 of Title 5 of the Government Code of the State of California. "Administrative Expenses" means the following actual or reasonably estimated expenses related to the administration of FD No. 2014-01: the costs of determining the amount of the levy of Special Taxes, the collection of Special Taxes, including the expenses of collecting delinquencies and pursuing foreclosures, the payment of a proportional share of salaries and benefits of any City employee and City overhead whose duties are directly related to the administration of CFD No. 2014-01, fees and expenses for counsel, audits, costs associated with responding to public inquiries regarding CFD No. 2014-01, and any and all other costs incurred in connection with the administration of CFD No. 2014-01. "Annual Escalation Factor" means the greater of five percent (5%) or the annual percentage increase, if any, of the All Urban Consumers Consumer Price Index ("CPI").

The annual CPI used shall be for the area of Los Angeles — Riverside — Orange County, CA as determined by the Bureau of Labor Statistics for the twelve (12) months ending the preceding December 31.
"Assessor's Parcel" means a Condominium lot, Lot, or parcel shown in an Assessor's Parcel Map with an assigned assessor's parcel number.
"Assessor's Parcel Map" means an official map of the Assessor of the County designating parcels by assessor's parcel number.
"Base Year" means Fiscal Year beginning July 1, 2014 and ending June 30, 2015.

WI LLDAN
Financial Services
1 CFD No. 2014-01
ATTACHMENT 2

EXHIBIT B
88 "Boundary Map" means the map of the boundaries of CFD No. 2014-01 recorded on January 21, 2014 in the Orange County Recorder's Office in Book 94, Pages 46, of Maps of Assessments and Community Facilities Districts (instrument number 2014-24969), as the same may be amended by annexation from time to time hereafter. "Building Permit" means a permit issued for new construction of a residential dwelling. For purposes of this definition, "Building Permit" shall not include permits for construction or installation of retaining walls, grading, utility improvements, or other such improvements not intended for human habitation.
"CFD Administrator" means an official of the City, or designee thereof, responsible for determining the Special Tax Requirement for Services and providing for the levy and collection of the Special Taxes for CFD No. 2014-01.
"CFD No. 2014-01" means City of Placentia Community Facilities District No. 2014-01 (Public Services) established by the City Council under the Act. "City" means the City of Placentia.
"City Council" means the Council of the city of Placentia, acting as the legislative body of CFD No. 2014-01.
"Condominium" means an estate in real property consisting of an undivided interest in common in a portion of a parcel of real property together with a separate interest in space in a residential, industrial or commercial building on such real property, such as an apartment, office or store. A condominium may include in addition a separate interest in other portions of such real property. Such estate may, with respect to the duration of its enjoyment, be either:
(1) An estate of inheritance or perpetual estate;
(2) An estate for life; or
(3) An estate for years, such as a leasehold or a sublease hold. "County" means the County of Orange.
"Developed Property" means an Assessor's Parcel of Taxable Property for which a Building Permit was issued on or before June 1 preceding the Fiscal Year for which Special Taxes are being levied.
"Developed Residential Property" means an Assessor's Parcel of Taxable Property for which a Building Permit was issued on or before June 1 preceding the Fiscal Year for which Special Taxes are being levied and which Building Permit was issued for purposes of constructing one or more Residential Unit(s).
"Exempt Property" means all Assessor's Parcels within CFD No. 2014-01 that are exempt from the Special Taxes pursuant to law or Section F herein. "Final Map" means an Assessor's Parcel Map, a Final Subdivision Map, condominium plan, lot line adjustment, or any other map functionally considered to be an equivalent development map that has been recorded in the Office of the County Recorder. "Final Subdivision Map" means a subdivision of property creating single family residential buildable Lots by recordation of a final subdivision map or parcel map pursuant to the Subdivision Map Act (California Government Code § 66410, et seq.), or recordation of a condominium plan pursuant to California Civil Code § 1352, that creates individual Lots or condominium lots for which building permits may be issued without further subdivision and is recorded prior to June 1 preceding the Fiscal Year in which the Special Tax is being levied. "Fiscal Year" means the period commencing on July 1 of any year and ending the following June 30.

WI LLDAN I
Financial Services
2 CFD No. 2014-01
ATTACHMENT 2
89 "Future Annexation Area" means the areas designated for potential future annexation to CFD No. 2014-01 as shown in the "Map of Proposed Boundaries of City of Placentia Future Annexation Area of Community Facilities District No. 2014-01 (Public Services)" recorded and on file with the Orange County Recorder's Office.
"Land Use Type" means any of the land use types listed in Table 1 below. "Lot" means property within a Final Map identified by a lot number or condominium number for which a Building Permit has been issued or may be issued. "Maximum Special Tax" means the maximum Special Tax determined in accordance with Section C, which may be levied in any Fiscal Year on an Assessor's Parcel of Taxable Property. "Multi -Family Residential Property" or "MFR Property" means all Assessor's Parcels of Developed Property for which a Building Permit has been issued for purposes of constructing a residential structure consisting of five (5) or more residential units that share common walls, including, but not limited to, condominiums, and apartment units. "Property Owner Association Property" means for each Fiscal Year any property within the boundaries of CFD 2014-01 that was owned by, or irrevocably dedicated as indicated in an instrument recorded with the County Recorder to, a property owner association, including any master or sub -association, as of June 1.
"Proportionately" means in a manner such that the ratio of the actual Special Tax levy to the Maximum Special Tax is equal for all Assessor's Parcels within each Land Use Type. "Public Property" means any property that is owned by, dedicated or irrevocably dedicated to a city, the federal government, the State of California, the County, or any other public agency (each, a "Public Entity"); provided, however, that if any such property is leased by such a Public Entity to a private entity and is thereby subject to taxation pursuant to § 53340.1 of the Act, such leasehold estate shall be classified and taxed according to the use thereof. "Residential Property" means all Assessor's Parcels of Developed Property within CFD No. 2014-01 for which a Building Permit has been issued for purposes of constructing one or more Residential Unit(s).
"Residential Unit" means any residence in which a person or persons may live, which is not considered to be used for non-residential purposes.
"Services" means those authorized services that may be funded by CFD No. 2014-01 pursuant to the Act, as amended, including, without limitation, those services authorized to be funded by CFD No. 2014-01 as set forth in the documents adopted by the City Council at the time CFD No. 2014-01 was formed.
"Single -Family Residential Property" or "SFR Property" means an Assessor's Parcel classified as Developed Property for which a Building Permit(s) has been issued for purposes of constructing one or more single-family residential dwelling units including residential structures or Condominium structures that consist of 4 or fewer units which share common walls. "Special Tax" means the special tax authorized to be levied within CFD No. 2014-01 pursuant to the Act to fund the Special Tax Requirement.
"Special Tax Requirement" means the amount, as determined by the CFD Administrator, for any Fiscal Year to: (i) pay the costs of providing the Services during such Fiscal Year, (ii) pay Administrative Expenses associated with the Special Tax, (iii) establish or replenish any operational reserve fund established for Services, (iv) pay incidental expenses related to the Services as authorized pursuant to the Act, (v) fund an amount equal to a reasonable estimate Ww1 LLDAN !
Financial Services
3 CFD No. 2014-01
ATTACHMENT 2
90 of delinquencies expected to occur in the Fiscal Year in which the Special Tax will be levied ("Estimated Special Tax Delinquency Amount") and (vi) fund the shortfall, if any, in the Special Tax revenues collected in the preceding Fiscal Year necessary to fund the Special Tax Requirement for Services for such Fiscal Year where such shortfall resulted from delinquencies in the payment of Special Taxes in such Fiscal Year that exceeded the Estimated Special Tax Delinquency Amount included in the Special Tax Requirement for Services for such Fiscal Year.
"Taxable Property" means all Assessor's Parcels that are not exempt from the Special Tax pursuant to law or Section F.
"Undeveloped Property" means an Assessor's Parcel of Taxable Property for which a Building Permit has not been issued on or before June 1 preceding the Fiscal Year for which Special Taxes are being levied.

B. CLASSIFICATION OF ASSESSOR'S PARCELS
Each Fiscal Year, beginning with Fiscal Year 2014-2015, using the definitions above, each Assessor's Parcel within CFD 2014-01 shall be classified by the CFD Administrator as Taxable Property or Exempt Property. In addition, each such Fiscal Year, each Assessor's Parcel of Taxable Property shall be further classified by the CFD Administrator as Developed Property or Undeveloped Property. Developed Property shall be further classified as Single -Family Residential Property or Multi -Family Residential Property. Commencing with Fiscal Year 2014-2015 and for each subsequent Fiscal Year, Developed Residential Property shall be subject to the levy of Special Taxes pursuant to Section C below.

C. MAXIMUM ANNUAL SPECIAL TAXES

1. Developed Residential Property
Each Fiscal Year commencing in Fiscal Year 2014-2015, each Assessor's Parcel of Developed Residential Property shall be subject to the Special Tax. The Maximum Special Tax for Developed Residential Property for Fiscal Year 2014-2015 is shown below in Table

1. TABLE 1

DEVELOPED RESIDENTIAL PROPERTY

MAXIMUM SPECIAL TAX RATES
Land Use Type
Maximum
Special Tax
Residential
SFR Property
$225 per Residential Unit
MFR Property
$170 per Residential Unit
For each subsequent Fiscal Year following the Base Year, the Maximum Special Tax rate shall be increased from the Maximum Special Tax rate in effect for the prior Fiscal Year by the Annual Escalation Factor.

V/WI LLDAN
�;, . ; Financial Services
4 CFD No. 2014-01
ATTACHMENT 2
91 2. Annexed Property
Each Fiscal Year commencing in Fiscal Year 2014-2015, each Assessor's Parcel of Developed Residential Property that has been annexed into CFD 2014-01 shall be subject to the prevailing Special Tax in effect during the then current Fiscal Year and as determined by Section C.1 above.

3. Undeveloped Property
Each Fiscal Year commencing in Fiscal Year 2014-2015, each Assessor's Parcel classified as Undeveloped Property shall be exempt from the levy of the Special Tax

4. Exempt Property
No Special Tax shall be levied on Exempt Property as defined in Section F.

For each Fiscal Year, if the use or ownership of an Assessor's Parcel or Exempt Property changes so that such Assessor's Parcel is no longer classified as one of the uses set forth in Section F, therefore making such Assessor's Parcel no longer eligible to be classified as Exempt Property, such Assessor's Parcel shall be deemed to be Taxable Property and shall be taxed pursuant to the provisions of Section C.

D. METHOD OF APPORTIONMENT OF SPECIAL TAX
Commencing in Fiscal Year 2014-2015 and for each subsequent Fiscal Year, the CFD Administrator shall levy the Special Tax on all Taxable Property of CFD No. 2014-01 until the total amount of Special Tax levied equals the Special Tax Requirement. The Special Tax shall be levied Proportionately on each Assessor's Parcel of Developed Property within CFD No. 2014-01 up to 100% of the applicable Maximum Special Tax to satisfy the Special Tax Requirement.

Notwithstanding any provision of this Section D to the contrary, under no circumstances will the Special Tax levied against any Assessor's Parcel of Developed Property that is classified as Residential Property be increased by more than ten percent (10%) per Fiscal Year as a consequence of delinquency or default in the payment of Special Taxes by the owner of any other Assessor's Parcel, excluding therefrom the increased amount levied pursuant to the Annual Escalation Factor.

E. PREPAYMENT OF SPECIAL TAX
The Special Tax shall be levied in perpetuity for the purpose of financing ongoing authorized services and therefore may not be prepaid.

F. EXEMPTIONS
The City Council shall classify as Exempt Property: (i) Public Property, (ii) Property Owner Association Property, (iii)Assessor's Parcels with public or utility easements making impractical their utilization for other than the purposes set forth in the easement, including but not limited to property designated for open space, trails, pathways, parks or park and recreation related facilities, (iv) property reasonably designated by the City or CFD Administrator as Exempt Property due to deed restrictions, conservation easement, or similar factors.

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5 CFD No. 2014-01
ATTACHMENT 2
92 G. APPEALS
Any property owner claiming that the amount or application of the Special Tax is not correct may file a written notice of appeal with the CFD Administrator not later than twelve months after having paid the first installment of the Special Tax that is disputed. The CFD Administrator shall promptly review the appeal, and if necessary, meet with the property owner, consider written and oral evidence regarding the amount of the Special Tax, and rule on the appeal. If the decision of the CFD Administrator requires that the Special Tax for an Assessor's Parcel be modified or changed in favor of the property owner, a cash refund shall not be made but an adjustment shall be made to the Special Tax on that Assessor's Parcel in the subsequent Fiscal Year(s) to compensate for the overpayment of the Special Tax.

H. MANNER OF COLLECTION
The annual Special Taxes shall be collected in the same manner and at the same time as ordinary ad valorem property taxes, provided, however, that the Special Taxes may be billed and collected at a different time or in a different manner if necessary to meet the financial obligations of CFD No. 2014-01.
144/1l/Vl LLDAN I
, EInanclal Services
•
6 CFD No. 2014-01
ATTACHMENT 2
93 RESOLUTION NO. R-2025-23

A RESOLUTION OF CITY COUNCIL OF THE CITY OF

PLACENTIA, CALIFORNIA, SETTING THE LEVY OF AN

ANNUAL SPECIAL TAX FOR COMMUNITY FACILITIES
DISTRICT NO. 2014-01 (PUBLIC SERVICES) FOR FISCAL
YEAR 2025-26
A. Recitals.
(i). The City Council of the City of Placentia ("City Council"), has initiated proceedings, held a public hearing, conducted an election and received a favorable vote from the qualified electors to authorize the levy of a special tax in a community facilities district, all as authorized pursuant to the terms and provisions of the "{Mello -Roos Community Facilities Act of 1982", being Chapter 2.5, Part 1, Division 2, Title 5 of the California Government Code ("Act") denominated COMMUNITY FACILITIES DISTRICT NO. 2014-01 (Public Servicers) ("District").
(ii). The City Council, by adoption of Ordinance No. 2014-03 ("Ordinance") as authorized by § 53340 of the California Government Code, has authorized the levy of special taxes within the District to finance the authorized service in accordance with the Rate and Method of Apportionment of the Special Tax ("RMA") set forth in Exhibit "B" to the Resolution of Formation, which is on file in the office of the City Clerk and incorporated by reference herein.
(iii). California Government Code § 53340 provides that the City Council may provide, by resolution, for the levy of the special tax in the current tax year or future tax years at the same rate or at a lower rate than the rate provided by the Ordinance, if the resolution is adopted and a certified list of all parcels subject to the special tax levy including the amount of the tax to be levied on each parcel for the applicable tax year, is filed by the Clerk or other official designated by the legislative body with the county auditor on or before the 10th day of August of that tax year.
(iv). The RMA provides for an annual escalation factor of the greater of five percent (5%) or the annual percentage increase, if any, of the All Urban Consumers Consumer Price Index ("CPI") for the Los Angeles — Riverside — Orange County, CA area as determined by the Bureau of Labor Statistics for the twelve (12) months ending the preceding December 31, 2024.
(v). The All Urban Consumers Consumer Price Index ("CPI") for the Los Angeles — Long Beach -Anaheim, CA area (part of the former Los Angeles -Riverside -Orange County, CA area) as determined by the Bureau of Labor Statistics for the twelve (12) months ending the preceding December 31, 2024 was 3.4%.

B. Resolution.

Resolution R-2025-23

Page 1 of 3 ends

94 NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA DOES HEREBY FIND, DETERMINE AND RESOLVE AS FOLLOWS:

1. The facts set forth in the Recitals, Part A of this Resolution, are true and correct.

2. This City Council does hereby find and determine as follows:

A. The annual escalation for FY 2025-26 shall be 5%.

B. The City Council hereby levies a special tax within the District for Fiscal Year 2025-26 at the rate of $390.684 per residential unit for single-family residential property and $295.186 per residential unit for multi -family residential property.

C. The CFD Administrator herby is authorized and directed to file with the County Auditor on or before the 10th day of August a certified copy of this Resolution accompanied by a list of all parcels subject to the special tax levy with the taxes to be levied on each parcel based on the 2025-26 special tax rates set forth in Part B of this Resolution.

E. The County Auditor is hereby directed to enter in the next County assessment roll on which taxes will become due, opposite each lot or parcel of land affected, in a space marked "Public Services Special Tax" or by any other suitable designation, the installment of the special tax.

G. This Resolution shall become effective upon its adoption.

APPROVED and ADOPTED this 3rd day of June 2025.

Kevin Kirwin, Mayor
ATTEST:

Resolution R-2025-23

Page 2 of 3 ends

95 Robert S. McKinnell, City Clerk

STATE OF CALIFORNIA

COUNTY OF ORANGE
I, Robert S. McKinnell, City Clerk of the City of Placentia do hereby certify that the foregoing Resolution was adopted at a regular meeting of the City Council held on the 3rd day of June 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Councilmembers:

Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:

Christian L. Bettenhausen, City Attorney
Resolution R-2025-23

Page 3 of 3 ends

96 Agenda Item No: 1.f

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 3, 2025
Submitted by: Gabriel Guerrero-Gabany
From: Public Works
Subject:

Measure M Eligibility Application Package for Fiscal Year 2025-26 Financial Impact:

Fiscal Impact:

Revenue: $1,168,171 In Estimated Measure M Funds (180000-4092) Summary:

On November 7, 2006, Orange County voters approved Renewed Measure M. Renewed Measure M ("M2") is a 30 -year, multi -billion dollar program extension of the original Measure M half -cent countywide sales tax with a new slate of transportation projects and programs. It is anticipated that the City of Placentia will receive approximately $1,168,171.00 in local fair share M2 funds for Fiscal Year ("FY") 2025-26. This action will approve and adopt required documents for submittal of a Measure M eligibility package to the Orange County Transportation Authority (OCTA).

Recommendation:

Recommended Action: It is recommended that the City Council take the following actions:

1. Authorize Staff to submit the 7 -year Capital Improvement Program (CIP) project list utilizing Measure M funding; and

3. Authorize Staff to submit the Measure M Eligibility application package to OCTA to ensure continued eligibility for Measure M funding and receipt of Local Fair Share M2 funds.

Strategic Plan Statement:

There is no specific Strategic Plan Goal or Objective associated with this Council action.

Discussion:

Eligibility:

All the requirements set forth in OCTA Ordinance No. 2 must be met in order for the City to maintain eligibility for its local fair share of funds. This year, the City's application must include the following items:
97 The eligibility application package the City has prepared for submittal includes all documentation required by OCTA.

1. Submittal of Measure M Eligibility Checklist for Fiscal Year 2025-26;

2. Approval of a seven (7) year CIP which includes all projects funded partially or wholly by Measure M dollars;

3. Certification Circulation Element/Master Plan of Arterial Highways ("MPAH") Consistency;

4. Congestion Management Program (CMP);

5. Approval of Maintenance of Effort ("MOE") Reporting Form and supporting budget documents; and

6. Mitigation Fee Program (MFP).

Process for Determining Measure M Eligibility:

The following process has been established for determining Measure M eligibility:

1. Agencies submit Measure M packages to OCTA;

2. OCTA Staff reviews packages;

3. Citizen's Oversight Committee determines eligibility by reviewing certain components of the eligibility package;

4. OCTA approves eligibility for agencies to receive Measure M Funds.

If the package is found non -eligible by OCTA Staff, the City will have 30 days to respond and appeal the Staff findings. The matter then goes to the Technical Advisory Committee for review and recommendation with the final decision resting with OCTA. The following briefly describes each component of the eligibility package.

Measure M Eligibility Checklist:

The Measure M Program requires the City's annual eligibility application to include a checklist that is used by OCTA Staff and the OCTA Taxpayers Oversight Committee to determine compliance with program requirements. The checklist demonstrates that the City is in compliance with the program.

Seven (7; Year Capital Improvement Program ("CIP") :

The City's annual eligibility application also includes the submittal of capital projects utilizing Measure M2 funds scheduled for construction during the seven (7) year period (Attachment 1).

The project list includes budget and schedule details for reconstruction and paving projects, intersection improvements, ADA ramps, and traffic signal projects funded fully, or in part, by Measure M2 Funds.

Maintenance of Effort (MOE):

The Measure M program requires the City to support the ongoing "maintenance of effort" requirement by ensuring that City funds continue to be allocated towards street maintenance and repairs as well as other transportation -related projects. Measure M2 funds are designed to supplement, not replace, existing local funding sources for transportation projects. The City's required MOE is based upon a historic benchmark of General Fund expenditures towards road maintenance and transportation projects in the City.

Mitigation Fee Program:

Every two (2) years, the City must submit a City Council adopted resolution to OCTA certifying that the City has an existing mitigation fee program that assesses traffic impacts of new developments and requires a fair share payment of necessary transportation attributable to the 98 new development. The attached resolution reaffirms the City has an existing program, which is the Citywide Traffic Mitigation Impact Fee, a traffic impact developer fee program.

Congestion Management Program ("CMP") Compliance :

The goals of Orange County's Congestion Management Plan ("CMP") are to support regional mobility and air quality by reducing traffic congestion and provide mechanics for coordinating land use and development decisions. Each jurisdiction complies with conditions and requirements to be considered eligible for funding. Some of the requirements include reviewing level of Service for roadways, Land Use analysis and their impacts to transportation systems, and Modeling and Data Consistency guidelines. Every two years, the City complies with the requirements of the Orange County CMP through a checklist submission. The checklist confirms that the City of Placentia conforms to the criteria established by OCTA so that the City can qualify for the allocation of revenues generated from Measure M2.

MPAH and Circulation Element:

OCTA administers the Master Plan of Arterial Highways (MPAH), including the review and approval of amendments requested by local agencies. The MPAH is a countywide transportation plan for Orange County, designed to manage and improve the arterial highway network. Established in 1956, the MPAH was created to complement the county's developing freeway system and has evolved into a critical element of Orange County's long-range transportation policy.

Over the years, the MPAH has played a crucial role in shaping the county's transportation infrastructure, ensuring a coordinated effort between OCTA and the cities within Orange County. The primary goal of the MPAH is to outline a regional arterial highway system that supports existing and future land uses, ensuring that roads are designed to accommodate projected traffic volumes. It aims to provide a circulation system that complements the county's freeway network, focusing on the efficient movement of people and goods. The resolution affirms the City has determined its General Plan Circulation Element is consistent and in conformance with the MPAH.

Fiscal Impact Summary:

It is anticipated that the City will receive approximately $1,168,171 in local fair share M2 funds for Fiscal Year 2025-26, and these funds are included in the proposed 2025-26 Capital Improvement Program Budget.

Attachments
Attachment 1 - City of Placentia FY 2025-26 CIP Project List with Measure M Funding.pdf Attachment 2 - Resolution No. R-2025-24.pdf
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Orange County Transportation Authority
FY 2025/26 - FY 2031/32 Capital Improvement Program
TIP ID CP-12361
IMPLEMENTING AGENCY Placentia, City of
Local Project Number:

Additional Project IDs:

Type of Work: Bikeways
Type of Work Description:
route
Limits
Lakeview Ave and Van Buren Street.

Project Notes
This trail would connect Veteran's Village to the
east with a new residential project on Van Buren
Street to the west. 0.6 -mile Atwood Multipurpose
Trail along the County of Orange -maintained
Atwood Channel will provide off-street commuter
and recreational opportunities for people walking
and biking between Lakeview Avenue and Van
Buren Street. The Atwood multipurpose trail will
incentivize new active transportation users and
promote public health by providing residents a
dedicated Class I trail with full Americans with
Disabilities Act (ADA) accessibility, landscaping
enhancements, and amenities.

Bikeways - New bike
Last Revised: 25-00 - In Progress
Project Title
Atwood Trail Project
Project Description
Recreation Trail for walking and biking

FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED 2026 Developer $37,200 $0 $0 $0 $37,200 $37,200
2026 State $272,800 $0 $0 $0 $272,800 $272,800
Totals: $310,000 $0 $0 $0 $310,000 $310,000
Total Programmed: $310,000
TIP ID CP-12337
IMPLEMENTING AGENCY Placentia, City of
Local Project Number:

Additional Project IDs:

Type of Work: Aesthetics
Type of Work Description: Aesthetics -
Landscaping of roadway
Limits
Orangethorpe Ave and HWY57
Project Notes
This monument is a Placentia Gateway — with
"Chromatic Ascension" by Cliff Garten (the artist).

This project will be reimbursed by CalTrans. The
project and the landscape maintenance period is
almost complete, just pending change order work.

Last Kevised: 25-UU - In Progress
Project Title
Caltrans Public Art Sculpture Project
Project Description
Public Art Gateway Monument

FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED 2026 General Fund $0 $0 $673,825 $0 $673,825 $690,671
Totals: $0 $0 $673,825 $0 $673,825 $690,671
Total Programmed: $673,825
Tlf
'18
ntia, City of
Local Project Number: 15-OCTA-TSP-3783
Additional Project IDs:

Type of Work: Traffic Signals
Type of Work Description: Traffic Signals -
Coordinate signals within project limits
Limits
Citywide
Project Notes
The project is complete. The City is waiting for the
final close-out of the project by the lead agency,
the City of Fullerton, and OCTA. The funds
budgeted in FY 24/25 are being carryover to FY
25/26.

Last Revised: 25-00 - In Progress
Project Title
Chapman Ave Traffic Signal Synchronization Project
Project Description
Multi -jurisdictional corridor synchronization project.

FISCAL
YEAR
2026

FUND TYPE
Air Quality Management
District

ENG ROW CON/IMP O&M TOTAL TOTAL
S

ESCALATED
$0 $0 $45,638 $0 $45,638 $46,779
Totals: $0 $0 $45,638 $0 $45,638 $46,779
Total Programmed: $45,638
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IMPLEMENTING AGENCY Placentia, City of
Local Project Number:

Additional Project IDs:

Type of Work: Road Maintenance
Type of Work Description: Road Maintenance -
Rehabilitation of roadway
Limits
Citywide
Project Notes
The project is almost complete. This is just a carry
over retention amount from FY 24-25 to new FY25-

26. Last Revised: 25-00 - In Progress
Project Title
FY 2023-24 Annual Pavement Rehabilitation & Maintenance Program Project Description
Resurfacing of various roadways in FY 23/24

FISCAL YEAR
2026
2026
2026

FUND TYPE ENG ROW CON/IMP
Gas Tax $0 $0 $13,770
Developer $0 $0 $500
General Fund $0 $0 $40,478

O&M TOTAL
$0 $13,770
$0 $500
$0 $40,478

TOTAL ESCALATED
$14,114
$512
$41,490
Totals: $0 $0 $54,748 $0 $54,748 $56,116
Total Programmed: $54,748
TIP ID CP-12574
IMPLEMENTING AGENCY Placentia, City of
Local Project Number:

Additional Project IDs:

Type of Work: Road Maintenance
Type of Work Description:

Rehabilitation of roadway
Limits
Citywide
Project Notes
Road Maintenance -
Last Revised: 25-00 - In Progress
Project Title
FY 2024-25 Annual Pavement Rehabilitation & Maintenance Program Project Description
Resurfacing of various residential streets in FY 24/25
FISCAL
YEAR
2026
2026
2026
2026

FUND TYPE ENG ROW CON/IMP
Measure M2 Local
Fairshare
Other
Gas Tax
General Fund

O&M TOTAL
$0 $0 $665,857 $0
$0 $0 $113,228 $0
$0 $0 $1,370,242 $0
$0 $0 $2,343,879 $0
TOTAL

ESCALATED
$665,857 $682,503
$113,228 $116,059
$1,370,242 $1,404,498
$2,343,879 $2,402,476
Totals: $0 $0 $4,493,206 $0 $4,493,206 $4,605,536
Total Programmed: $4,493,206
TIo
Local Project Number:

Additional Project IDs:

Type of Work: Road Maintenance
Type of Work Description:

Rehabilitation of roadway
Road Maintenance -
Limits
Citywide
Project Notes
Currently in design. Carry over funding from FY
24-25 to new FY25-26.

Last Revised: 25-00 - In Progress
Project Title
FY 2024-25 Annual Pavement Rehabilitation & Maintenance Program - DESIGN Project Description
Road Maintenance - Rehabilitation - resurfacing of various roadways in FY 2024-2025

FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED 2026 General Fund
$48,829 $0 $0 $0 $48,829 $48,829
Totals: $48,829 $0 $0 $0 $48,829 $48,829
Total Programmed: $48,829
Local Project Number:

Additional Project IDs:

Type of Work: Road Maintenance
Type of Work Description:

Rehabilitation of roadway
Limits
Citywide
Project Notes
Road Maintenance -
Last Revised: 25-00 - In Progress
Project Title
FY 2025-26 Annual Pavement Rehabilitation & Maintenance Program Project Description
Resurfacing of various roadways in FY 25/26

FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL
2027 General Fund $0 $0 $4,978,019 $0 $4,978,019

TOTAL ESCALATED
$5,230,031
Totals: $0 $0 $4,978,019 $0 $4,978,019 $5,230,031
Total Programmed: $4,978,019
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TI'
IMPLEMENTING AGENCY Placentia, City of
Local Project Number:

Additional Project IDs:

Type of Work: Pedestrian
Type of Work Description: Pedestrian -
Reconstruction or rehabilitation of sidewalk
Limits
Citywide Repairs
Project Notes
-t Revised: 25 -nn - In Progress
Project Title
FY 2025-26 Annual Sidewalk and Curb Ramp Repairs
Project Description
Sidewalk and Curb Ramp Repairs
FISCAL
YEAR
2026

FUND TYPE
Community Development
Block Grant

ENG ROW CON/IMP O&M TOTAL ESCALATED
$0 $0 $175,000 $0 $175,000 $179,375
TOTAL
Totals: $0 $0 $175,000 $0 $175,000 $179,375
Total Programmed: $175,000
TI
i1CY Placentia, City of
Local Project Number:

Additional Project IDs:

Type of Work: Road Maintenance
Type of Work Description:

Reconstruction of roadway
Limits
Citywide
Project Notes
Road Maintenance -
Last Revised: 25-00 - In Progress
Project Title
FY 2026-27 Annual Pavement Rehabilitation & Maintenance Program Project Description
Resurfacing of various roadways in FY 26/27

FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED 2027 General Fund $0 $0 $5,890,300 $0 $5,890,300 $6,188,496 Totals: $0 $0 $5,890,300 $0 $5,890,300 $6,188,496
Total Programmed: $5,890,300
TIP ID CP-11666
IMPLEMENTING AGENCY Placentia, City of
Local Project Number:

Additional Project IDs:

Type of Work: Road Maintenance
Type of Work Description:

Reconstruction of roadway
Limits
Citywide
Project Notes
Road Maintenance -
Last Revised: 25-00 - In Progress
Project Title
FY 2027-28 Annual Pavement Rehabilitation & Maintenance Program Project Description
Resurfacing of various roadways in FY 27/28

FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED 2028 General Fund $0 $0 $6,390,300 $0 $6,390,300 $6,881,654 Totals: $0 $0 $6,390,300 $0 $6,390,300 $6,881,654
Total Programmed: $6,390,300
Tlr
iNG AGENCY Placentia, City of
Local Project Number:

Additional Project IDs:

Type of Work: Road Maintenance
Type of Work Description:

Rehabilitation of roadway
Limits
Citywide
Project Notes
Road Maintenance -
Last Revised: 25-00 - In Progress
Project Title
FY 2028-29 Annual Pavement Rehabilitation & Maintenance Program Project Description
Resurfacing of various roadways in FY 28/29

FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED 2029 General Fund $0 $0 $6,890,300 $0 $6,890,300 $7,605,602 Totals: $0 $0 $6,890,300 $0 $6,890,300 $7,605,602
Total Programmed: $6,890,300
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IMPLEMENTING AGENCY Placentia, City of
Local Project Number:

Additional Project IDs:

Type of Work: Road Maintenance
Type of Work Description:

Rehabilitation of roadway
Limits
Citywide
Project Notes
Road Maintenance -
Last Revised: 25-00 - In Progress
Project Title
FY 2029-30 Annual Rehabilitation & Maintenance Program
Project Description
Resurfacing of various roadways in FY 29-30

FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED 2030 General Fund $0 $0 $7,390,300 $0 $7,390,300 $8,361,446 Totals: $0 $0 $7,390,300 $0 $7,390,300 $8,361,446
Total Programmed: $7,390,300
Local Project Number:

Additional Project IDs:

Type of Work: Road Maintenance
Type of Work Description:

Rehabilitation of roadway
Limits
Citywide
Project Notes
Road Maintenance -
Last Revised: 25-00 - In Progress
Project Title
FY 2030-31 Annual Pavement Rehabilitation & Maintenance Program Project Description
Resurfacing of various roadways in 2030-31

FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED 2032 General Fund $0 $0 $7,890,300 $0 $7,890,300 $9,379,087 Totals: $0 $0 $7,890,300 $0 $7,890,300 $9,379,087
Total Programmed: $7,890,300
Local Project Number:

Additional Project IDs:

Type of Work: Road Maintenance
Type of Work Description:

Rehabilitation of roadway
Limits
Citywide
Project Notes
Road Maintenance -
Last Revised: 25-00 - In Progress
Project Title
FY 2031-32 Annual Pavement Rehabilitation & Maintenance Program Project Description
Resurfacing of various roadways in FY 31/32

FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED 2029 General Fund $0 $0 $7,851,920 $0 $7,851,920 $8,667,051 Totals: $0 $0 $7,851,920 $0 $7,851,920 $8,667,051
Total Programmed: $7,851,920
IMPLEMENTING AGENCY Places
Local Project Number:

Additional Project IDs:

Type of Work: Pedestrian
Type of Work Description: Pedestrian -
Reconstruction or rehabilitation of sidewalk
Limits
Citywide
Project Notes
As part of the City's current pavement
rehabilitation and maintenance program, a 360 -
degree design philosophy was adopted to
maintain, repair, and improve streets, sidewalks,
and pedestrian and traffic related improvements
within the public right-of-way. The purpose of this
contract is to address broken and damaged
sidewalks, curbs and gutters.

Last Revised: 25-00 - In Progress
Project Title
FY 24-25 Concrete Repair
Project Description
Concrete Repair Project

FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED 2026 General Fund $0 $0 $155,000 $0 $155,000 $158,875
Totals: $0 $0 $155,000 $0 $155,000 $158,875
Total Programmed: $155,000
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ocfundtracker.octa.net/CIP/report projectlisting
IMPLEMENTING AGENCY Placentia, City
Local Project Number:

Additional Project IDs:

Type of Work: Safety
Type of Work Description: Safety - Seismic
retrofit of bridge
Limits
Golden Avenue bridge structure over the Carbon
Canyon Channel.

Project Notes
Other: HBRRP Federal Bridge Funding This
project is a carryover from FY 21/22. FY 21-22:
"Other Funding - The City received $2.2 million in
federal earmark funding for this project. The funds
budgeted in FY 23/24 are being carryover to FY
24/25. The funds are being carried over to new FY
25/26.

Last Revised: 25-00 - In Progress
Project Title
Golden Avenue Bridge Design and Rehabilitation
Project Description
The project involves design engineering and permitting for the demolition and replacement of the Golden Avenue bridge over the Carbon Canyon Channel. The project will replace a bridge that is 80 ft. wide with a span of some 75 ft.

FISCAL
YEAR
2026
2026

FUND TYPE ENG ROW CON/IMP O&M TOTAL
Highway Bridge
Reconstruction &
Rehabilitation
General Fund $0 $0 $935,293 $0 $935,293 $958,675
TOTAL

ESCALATED
$0 $0 $2,647,047 $0 $2,647,047 $2,713,223
Totals: $0 $0 $3,582,340 $0 $3,582,340 $3,671,898
Total Programmed: $3,582,340
TIP ID CP-112'
Local Project Number: 15-LHAB-TSP-3773
Additional Project IDs:

Type of Work: Traffic Signals
Type of Work Description: Traffic Signals -
Coordinate signals within project limits
Limits
Citywide
Project Notes
This project is complete. The City is awaiting the
final close-out of the project by the lead agency,
the City of La Habra, and OCTA. The funds
budgeted in FY 23/24 are being carryover to FY
24/25. The funds are being carried over from
FY24-25 to new FY25-26
Project Title
Imperial Highway Signal Synchronization Project
Project Description
Multi -agency synchronization project led by City of La Habra FISCAL
YEAR
2026

FUND TYPE
Air Quality Management
District

ENG ROW CON/IMP O&M TOTAL TOTAL

ESCALATED
$0 $0 $25,000 $0 $25,000 $25,625
Totals: $0 $0 $25,000 $0 $25,000 $25,625
Total Programmed: $25,000
Local Project Number:

Additional Project IDs:

Type of Work: Road Maintenance
Type of Work Description:

Rehabilitation of roadway
Road Maintenance -
Limits
Downtown area
Project Notes
This plan will be tied to the City's heritage that is
reflective in landscaping, wayfinding, amenities,
and street furniture. Streetscape design
considered first the private and public realms and
is a way to bring the two together for creating an
inviting atmosphere for working, living, visiting, and
shopping as well as helping to define the
multimodal roadway for people of all ages and
abilities. Pedestrians and cyclists have space to
interact with the environment. Landscaping,
hardscapes, and street furniture provide a pleasant
atmosphere.

Last Revised: 25-00 - In Progress
Project Title
Old Town Streetscape Improvements
Project Description
Upgrades to the Old Town Area

FISCAL YEAR FUND TYPE
2026 In Kind Services

ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED
$0 $0 $150,000 $0 $150,000 $153,750
Totals: $0 $0 $150,000 $0 $150,000 $153,750
Total Programmed: $150,000
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ocfundtrackerocta.net/CIP/report project listing
IMPLEMENTING AGENCY Placentia, City of
Local Project Number: 18-FULL-TSP-3896
Additional Project IDs: 2002
Type of Work: Traffic Signals
Type of Work Description: Traffic Signals -
Coordinate signals within project limits
Limits
Orangethorpe Avenue from LA/Orange County line
to Esperanza Road in Yorba Linda
Project Notes
This project is led by the City of Fullerton and is a
carryover from FY 20/21. The funds budgeted in
FY 23/24 are being carryover to FY 24/25. The
funding is being carried over to new FY 25-26
Last Revised: 25-00 - In Progress

FUND TYPE
Project Title
Orangethorpe Traffic Signal Synchronization Project
Project Description
Synchronization of traffic signals along the Orangethorpe Corridor in Fullerton, Buena Park, Anaheim, Caltrans, Placentia, and Yorba Linda
FISCAL
YEAR
2026 Other $0 $0 $4,172 $0 $4,172 $4,276
2026 Air Quality Management $0 $0 $22,000 $0 $22,000 $22,550 District
2026 Traffic Impact Fees $0 $0 $8,000 $0 $8,000 $8,200

ENG ROW CON/IMP O&M TOTAL TOTAL

ESCALATED
Totals: $0 $0 $34,172 $0 $34,172 $35,026
Total Programmed: $34,172
TIP In CP-12362
IMPLEMENTING AGENCY Placentia, City of
Local Project Number:

Additional Project IDs:

Type of Work: Pedestrian
Type of Work Description: Pedestrian -
Installation of ADA access ramps
Limits
Citywide
Project Notes
Many communities in the City do not have any
existing ADA curb ramps on sidewalk at each
street corner. Several citizens recently requested
new ADA curb ramps in their community as they
are either disabled or have a disabled family
member. They go around on wheelchairs, and are
currently forced to travel on the street instead of on
the sidewalk due to the lack of ADA curb ramps.

Last Revised: 25-00 - In Progress
Project Title
Residential Street Curb Ramps
Project Description
ADA Curb Ramp Construction

FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED 2026 Gas Tax $0 $0 $100,000 $0 $100,000 $102,500
Totals: $0 $0 $100,000 $0 $100,000 $102,500
Total Programmed: $100,000
of
Local Project Number: 2203
Additional Project IDs: 20-ORNG-TSP-3976
Type of Work: Traffic Signals
Type of Work Description: Traffic Signals -
Coordinate signals within project limits
Limits
The Project includes 54 signals over 11.4 miles
along the Tustin Avenue (known as Tustin Street in
the City of Orange) — Rose Drive corridor. Project
limits are from First Street in the City of Tustin
Project Notes
The City of Orange will be the lead and
implementing agency for the Project. Partner
Agencies include the cities of Tustin, Santa Ana,
Anaheim, Placentia and Yorba Linda. The Project
includes 54 signals over 11.4 miles along the
Tustin Avenue (known as Tustin Street in the City
of Orange) — Rose Drive corridor. Project limits are
from First Street in the City of Tustin to Wabash
Avenue in the City of Yorba Linda. The funds
budgeted in FY 23/24 are being carryover to FY
24/25. Additional funds for construction were
included in the FY 24/25 CIP Budget. This request
is to carry over FY24-25 funding to the next fiscal
year 25-26.

Last Kevised: 2b-UU - in Progress
Project Title
Rose/Tustin Regional Traffic Signal Synchronization Project Project Description
Multi -agency synchronization project led by City of Orange FISCAL
YEAR
2026
2026

FUND TYPE
Air Quality Management
District
Traffic Impact Fees

ENG ROW CON/IMP O&M TOTAL TOTAL

ESCALATED
$0 $0 $53,000 $0 $53,000 $54,325
$0 $0 $100,000 $0 $100,000 $102,500
Totals: $0 $0 $153,000 $0 $153,000 $156,825
Total Programmed: $153,000
https://ocfundtrackerocta.net/CIP/report_project_listing 105

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ocfundtracker.octa.net/CIP/report projectlisting
IMPLEMENTING AGENCY Placentia, City of
Local Project Number:

Additional Project IDs:

Type of Work: Traffic Signals
Type of Work Description: Traffic Signals -
Coordinate signals within project limits
Limits
Citywide
Project Notes
This traffic impact study for the Packing
House/Transit-Oriented Development Zone (TOD)
and identified future TOD-related traffic operation
deficiencies. The TOD project area at full build -out
will increase residential and commercial densities,
resulting in increased daily vehicular trips that
exceed the operational capacity at several
intersections around the Packing House/TOD area.

The study analyzed twelve (12) signalized
intersections and identified five (5) that will exceed
operational capacity at the project full buildout and
will require mitigation measures.

Last Revised: 25-00 - In Progress
Project Title
TOD Traffic Mitigation Improvement Project
Project Description
Transit Oriented Development Zone -impacting intersections

FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED 2026 Traffic Impact Fees $0 $0 $300,000 $0 $300,000 $307,500 Totals: $0 $0 $300,000 $0 $300,000 $307,500
Total Programmed: $300,000
TIP in r13-17 R(i)
IMPLEMENTING AGENCY Placentia, City of
Local Project Number:

Additional Project IDs:

Type of Work: Traffic Signals
Type of Work Description: Traffic Signals - Install
new traffic signals and equipment
Limits
Citywide
Project Notes
Every year, people suffer injury or death resulting
from intersection related crashes when traffic
signals are not functioning. These outages,
typically due to the failure of the aging, stressed
US grid, are not going to improve any time soon.

Providing backup power for signals and ITS
equipment can keep the power on and intersection
safe.

Last Revised: 25-00 - In Progress
Project Title
Traffic Signal Back -Up Batteries
Project Description
Batteries

FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED 2026 Traffic Impact Fees $0 $0 $5,050 $0 $5,050 $5,176
Totals: $0 $0 $5,050 $0 $5,050 $5,176
Total Programmed: $5,050
IMPLEMENTING AGENCY Place'
Local Project Number:

Additional Project IDs:

Type of Work: Traffic Signals
Type of Work Description: Traffic Signals -
Replace and upgrade traffic signals and equipment
Limits
Citywide
Project Notes
Last Revised: 25-00 - In Progress
Project Title
Traffic Signal Hardware
Project Description
Upgrades to the citywide signal hardware

FISCAL YEAR FUND TYPE ENG ROW CON/IMP O&M TOTAL TOTAL ESCALATED 2026 Traffic Impact Fees $0 $0 $154,848 $0 $154,848 $158,719 Totals: $0 $0 $154,848 $0 $154,848 $158,719
Total Programmed: $154,848
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IMPLEMENTING AGENCY Placentia, City of
Local Project Number: 22-YLND-TSP-4026
Additional Project IDs:

Type of Work: Traffic Signals
Type of Work Description: Traffic Signals -
Coordinate signals within project limits
Limits
Citywide
Project Notes
Upgrading communication will provide for greater
system reliability. Signal timing will improve traffic
flow and minimize stops and delays. Provide
operational and infrastructure improvements along
Yorba Linda Boulevard between State College
Blvd and Oak Canyon Drive. This is a
multijurisdictional project led by the City of Yorba
Linda and also including the cities of Anaheim and
Fullerton.

Last Revised: 25-00 - In Progress
Project Title
Yorba Linda Boulevard TSSP
Project Description
Traffic Signal Synchronization Program
FISCAL
YEAR
2026

FUND TYPE
Air Quality Management
District
2026 State

ENG ROW CON/IMP O&M TOTAL
TOTAL

ESCALATED
$0 $0 $60,000 $0 $60,000 $61,500
$0 $0 $105,000 $0 $105,000 $107,625
Totals: $0 $0 $165,000 $0 $165,000 $169,125
Total Programmed: $165,000
https://ocfundtrackerocta.net/CIP/report_project_listing 107

RESOLUTION NO. R-2025-24

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF PLACENTIA, CALIFORNIA, CONCERNING THE

STATUS AND UPDATE OF THE CIRCULATION

ELEMENT, AND MITIGATION FEE PROGRAM FOR
THE MEASURE M (M2) PROGRAM
A. Recitals.

WHEREAS, the City of Placentia desires to maintain and improve the streets within its jurisdiction, including those arterials contained in the Master Plan of Arterial Highways (MPAH); and
WHEREAS, the City of Placentia has endorsed a definition of and process for, determining consistency of the City's Traffic Circulation Plan with the MPAH; and WHEREAS, the City of Placentia has adopted a General Plan Circulation Element which does not preclude implementation of the MPAH within its jurisdiction; and WHEREAS, the City of Placentia is required to adopt a resolution biennially informing the Orange County Transportation Authority (OCTA) that the City of Placentia Element is in conformance with the MPAH and whether any changes to any arterial highways of said Circulation Element have been adopted by the City of Placentia during Fiscal Years (FY) 2023-24 and FY 2024-25; and
WHEREAS, the City of Placentia is required to send biennially to the OCTA all recommended changes to the City of Placentia Circulation Element and the MPAH for the purposes of re -qualifying for participation in the Comprehensive Transportation Funding Programs; and
WHEREAS, the City of Placentia is required to adopt a resolution biennially certifying that the City of Placentia has an existing Mitigation Fee Program that assesses traffic impacts of new development and requires new development to pay a fair share of necessary transportation improvements attributable to the new development; and B. Resolution.

NOW, THEREFORE, BE IT RESOLVED THAT THE CITY COUNCIL FOR THE CITY OF PLACENTIA, DOES HEREBY INFORM OCTA THAT:
a) The arterial highway portion of the Circulation Element of the City of Placentia is in conformance with the MPAH.
b) The City of Placentia attests that no unilateral reduction in through lanes has been made on any MPAH arterials during FY 2023-24 and FY 2024-25. c) The City of Placentia affirms that it will bring forward requests to amend the MPAH, when necessary, in order to ensure that the MPAH and the General Resolution R-2025-24

Page 1 of 2 ends

108

Plan Circulation Element remain consistent.
d) The City of Placentia reaffirms that the existing Mitigation Fee Program is in effect.

PASSED, APPROVED and ADOPTED this 3rd day of June, 2025.

Kevin Kirwin, Mayor
ATTEST:

Robert S. McKinnell, City Clerk

STATE OF CALIFORNIA

AYES: Councilmembers:

NOES: Councilmembers:

ABSENT: Councilmembers:

ABSTAIN: Councilmembers:

Robert S. McKinnell, City Clerk
APPROVED AS TO FORM:

Christian L. Bettenhausen, City Attorney
Resolution R-2025-24

Page 2 of 2 ends

109

Agenda Item No: 1.g

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 3, 2025
Submitted by: Lydie Gutfeld
From: Community Services
Subject:

Kraemer Memorial Park Fountain Landscape Project - Receive and File Financial Impact:

Fiscal Im pact:

Expense: $24,000 Park & Rec Impact Fees
Contingency: $ 999 Park & Rec Impact Fees
Total: $24,999
Budget: $24,999 Parks & Rec Impact Fee fund
Summary:

An alternative landscape option for the Kraemer Memorial Park Fountain has been developed, and the Request for Proposals (RFP) process has been completed. The lowest responsible bid was awarded to Kormex Construction Inc., in the amount of $24,000, with an additional $999 allocated for contingency. This report is presented for City Council review and feedback, if desired.

The project will be funded through Park Impact Fees, which are restricted for use on park improvements. As the total contract amount is under $25,000, the award falls within the City Administrator's purchasing authority.

Recommendation:

Recommended Action:

It is recommended that the City Council receive and file this staff report and provide input if deemed necessary for the Kraemer Memorial Park Fountain Landscape project.

Strategic Plan Statement:

This project highlights Strategic Goal 3: Promoting community and economic development.

By increasing the visibility in a positive way, the City will continue to promote community engagement and pride in their local park and open space locations.

Discussion:

The initial design for the Kraemer Memorial Park Fountain renovation project had an estimated cost of $2,000,000. After Staff review in November 2024, the project was deemed financially unfeasible and not a high priority for the surrounding community. As an alternative, 110

Staff developed a Request for Proposals (RFP) to landscape the fountain area and improve the visual appearance of this prominent, historical corner of the park. The project includes the installation of a drip irrigation system, as well as all associated materials and labor.

Community Services Maintenance Technicians have repaired the existing water line to ensure proper water flow for the new system.

The RFP was released on December 19, 2024, and closed on January 28, 2025 at 2:00 p.m.

Three bids were received:

Bidder
Bid Amount
Kormex Construction, Inc.
$24,000
So Cal Land Maintenance
$24,650
KASA Construction Inc.
$112,888
Of the original $50,000 approved FY 24-25 CIP budget allocated for the fountain renovation design, $34,812 remains. This funding comes from the restricted Park Impact Fund, which will be used solely for the betterment of parks and recreational facilities in the city. Staff recommends using these remaining funds to complete the landscaping project and eliminate the current visual blight.

The proposed concept was reviewed by both the Parks, Arts and Recreation Commission and the Placentia Community Foundation Board. Both bodies expressed support for moving forward with the project to enhance the park's aesthetics.

It is also important to note that the Brick Donation Project was formally discontinued following multiple discussions with Staff and the Foundation. Donors were contacted via letters and emails, offering the option of a refund or the ability to redirect their contributions toward Placentia Community Foundation scholarships. To date, 121 of 179 donors have requested refunds.

Finally, the future of the dolphin sculptures has been a topic of discussion. In light of ongoing regional thefts involving brass and copper materials, Staff recommends salvaging the dolphins and repurposing them into public art pieces to be displayed in City facility lobbies. This art installation will be proposed as a future Capital Improvement Project (CIP), pending City Council approval.

Staff is confident that the landscaped fountain will bring a much -needed improvement to the park and serve as a successful and cost-effective solution to a long-standing issue.

Fiscal Impact Summary:

There is no financial impact for this project to be completed. The park impact funds are restricted funds that can only be used to improve parks in Placentia.

Attachments
Fountain 3.png
Kraemer Fountain plant options.pdf
Kraemer Fountain Clean Version.png
Kraemer Fountain layout drawing.pdf
Side View Fountain.jpg
111

112

Bottom of Fountain
Kalanchoe Succulent - yellow
32 Total
Kalanchoe Succulent - Red
32 Total
I
Agave Attenuata - 64 Total
113

115

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117

Agenda Item No: 1.h

PLACENTIA CITY COUNCIL AGENDA REPORT
Meeting Date: June 3, 2025
Submitted by: Lydie Gutfeld
From: Community Services
Subject:

Award of Contract to Judge Netting Inc. for the Purchase and Installation of Safety Netting at Torii Hunter Field at Kraemer Memorial Park
Financial Impact:

Expense: $40,700 St. Jude Grant
Contingency: S 4,070 St. Jude Grant
Total $44,770
Budget: $44,770 St. Jude Grant Award Funds
Summary:

Following the receipt of the St. Jude Grant, Staff developed a Request for Proposals (RFP) to procure new sports safety netting for Torii Hunter Baseball Field at Kraemer Memorial Park.

Three vendors attended the job walk; however, only one bid was submitted. Judge Netting Inc. submitted the sole bid in the amount of $40,700, and staff recommends awarding the contract to this vendor with an additional $4,070 in contingency funds for a total not to exceed amount of $44,770.

Recommendation:

Recommended Action: It is recommended that the City Council take the following actions:

1. Award a Public Works Agreement to Judge Netting Inc. for the purchase and replacement of the safety netting and equipment at Torii Hunter Field within Kraemer Park in the amount of $40,700; and

2. Authorize the City Administrator to approve contract change orders up to a total of $4,070 or a not -to -exceed total contract amount of $44,770; and

3. Authorize the City Administrator and/or her designee to execute all necessary documents, in a form approved by the City Attorney.

Strategic Plan Statement:

This item is consistent with the City Council approved Strategic Plan Goal and supports Strategic Goal No. 3: Implement Infrastructure to Meet Community Needs. Installing new sports safety netting enhances the City's ability to accommodate a greater number of community sports groups and baseball/softball programs, while improving safety for park patrons by preventing balls from leaving the field of play. 118

Discussion:

On November 19, 2024, the City Council approved a Restricted Project Grant Agreement with St. Jude Hospital to accept a $60,000 Healthy Communities Initiative Grant in support of community health and wellness (Resolution No. R-2024-72). As part of the grant agreement, a portion of the funds was designated for the replacement of the outdated and damaged safety netting at Torii Hunter Baseball Field at Kraemer Memorial Park.

The grant allocated $47,000 for this project, and the City budgeted an additional $12,200 in Fiscal Year 2024-2025 for the purchase of sports field netting at Torii Hunter Field. The total cost for the product and installation is $40,700, with a $4,070 contingency, for a not -to -exceed amount of $44,770.

The new field netting will be used by community sports groups and will enhance safety and physical activity opportunities for all park users. It will also help expand access to softball and other athletic programs within the City.

Staff released a Request for Proposals (RFP No. CS -25-01) via PlanetBids on March 31, 2025, with submittals due by April 14, 2025, at 2:00 p.m. Although three vendors participated in the job walk, only one bid was received.

Following a thorough review and reference checks, Staff recommends awarding the contract to Judge Netting Inc. for the purchase and installation of the baseball field safety netting.

Fiscal Impact Summary:

There is no financial impact for the purchase of the nets and equipment, as the total amount of the contract falls within the scope of the award by St. Jude Grant.

Attachments
Torii Hunter Netting RFP- CS -25-01 Updated After Addemdum No. 1.pdf Providence St. Jude Hospital - Grant Agreement.pdf
Resolution R-2024-72 Budget Amendment (St. Jude).pdf
Evidence-of-Insuran_Judge-Netting-_25-26-MASTER updated.pdf Torii_Hunter_Netting_Public_Works_Template_w_Bonds_-_signed updated.pdf 119

CITY OF PLACENTIA

REQUEST FOR PROPOSALS (RFP)
FOR

REPLACEMENT OF SPORTS FIELD NETTING

AT TORII HUNTER FIELD WITHIN

KRAEMER MEMORIAL PARK
Bid No. CS -25-01
Key Bid Dates
Issue Date: March 31, 2025
Questions Due: April 10, 2025, by 10:00 A.M.

Pre -Bid Meeting: April 7, 2025, at 1:00 P.M.

Submittals Due: April 14, 2025, by 2:00 P.M.

Bid Contact Person:

Matthew Brand
Community Services Coordinator
[email protected]
City of Placentia
Bid No. CS -25-01 Page 1 of 18
120

Table of Contents
I. Bid Submittal Instructions
II. Scope of Work
A. General Description
B. Specifications
III. Bidder's Proposal Form
IV. General Provisions

ATTACHMENT A - BIDDER'S STATEMENT AND COMPANY INFORMATION

ATTACHMENT B - SAMPLE CONTRACT AGREEMENT

ATTACHMENT C - SUBCONTRACTOR DESIGNATION FORM
Pg. 3
Pg. 8
Pg. 9
Pg. 10
City of Placentia
Bid No. CS -25-01 Page 2 of 18
121

NOTICE INVITING BIDS
NOTICE IS HEREBY GIVEN that the City of Placentia, as AGENCY invites sealed bids for the below stated project and will receive sealed bids for the materials, supplies, equipment and/or services set forth herein, subject to all conditions outlined in this Bid Package.

REPLACEMENT OF SPORTS FIELD NETTING AT TORII HUNTER FIELD

WITHIN KRAEMER MEMORIAL PARK
I. BID SUBMITTAL INSTRUCTIONS
A. QUESTIONS: Any questions concerning this bid request must be submitted in writing through the City of Placentia's (City) electronic bid management system at:
https://pbsystem.planetbids.com/portal/54600/portal-home by no later than the date and time specified on the cover page of this Notice Inviting Bids. No verbal requests or requests made in any other format will be accepted. Questions must be submitted individually and not in a paragraph format nor combined in a single submission. All posted questions will be answered VIA posting on PlanetBids under the "Q&A or via in writing and conveyed by posting an addenda under the "Addenda/Emails" tab.

B. COMMUNICATION: No employee or agent of the City shall discuss or otherwise communicate with any vendor specific information related to a competitive bid process prior to bid closing, except as described above in the instructions for submitting questions to the City. This process allows staff to respond to all questions through a formal addendum process, whereby all potential bidders receive the same information at the same time. However, general process questions regarding an open bid may be directed to the Purchasing contact listed on the cover page of this Notice Inviting Bids at any time. BID UPDATES: All notifications, updates, and addenda will be posted on the City's bid management and publications system at:
https://pbsystem.planetbids.com/portal/54600/portal-home .

C. MANDATORY PRE -BID MEETING AND JOB WALKTHROUGH: A mandatory pre -bid meeting and job walk will be held on April 7, 2025 at 1:OOp .m. at:

Park Address:

Kraemer Memorial Park
201 Bradford Ave.

Placentia, CA 92870
Meeting Address:
116 N Walnut Ave.

Placentia, CA 902870
For questions regarding location contact: Matthew Brand [email protected]
Failure to attend this meeting shall give cause to have your bid declared non- responsive. Contractor's representative must attend the entirety of the meeting and City of Placentia
Bid No. CS -25-01 Page 3 of 18
122

job walk. This informational meeting will be held to allow for site inspection and questions or clarifications of a technical nature and those concerning the City's solicitation process and subsequent contract award. Prospective Bidders should be familiar with this Request for Proposals prior to attending this meeting. Prospective Bidders are encouraged to RSVP on PlanetBids prior to this meeting.

D. BID UPDATES: All notifications, updates, and addenda will be posted on the City's bid management and publications system at
https://pbsystem.planetbids.com/Dortal/54600/Dortal-home .

E. BID BONDS When deemed necessary by the City, Bid Bonds shall be furnished by all bidders in the amount of at least 10% of the bid, to guarantee that bidders will enter into contract to furnish goods at prices stated.

The following Bonds are required:

Payment Bond and Performance Bond
(a) A performance bond on the part of the contractor for 100 percent of the contract price. A "performance bond" is one executed in connection with a contract to secure fulfillment of all the contractor's requirements under such contract. (b) A payment bond on the part of the contractor for 100 percent of the contract price. A "payment bond" is one executed in connection with a contract to assure payment as required by law of all persons supplying labor and material in the execution of the work provided for in the contract.

Bidders shall submit Performance and Payment Bond or Certified Check in a sealed envelope to the address shown below:

City of Placentia
Attn: Matthew Brand
401 East Chapman Avenue
Placentia, CA 92870
Documents shall be clearly labeled in a sealed envelope or box as follows:

Bid No. CS -25-01 - REPLACEMENT OF SPORTS FIELD NETTING AT TORII HUNTER

FIELD WITHIN KRAEMER MEMORIAL PARK
Bid Bond or Certified Check must be received no later than 3 business days after the bid due date.

Note: The Certified Check received from bidders in lieu of a bid bond shall be returned upon the City's awarding of a contract.

All deposits will be held until a Contract has been executed with the successful Bidder or all bids have been rejected.

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F. CONTRACTOR REQUIREMENTS:

In accordance with provisions of Section 3300 of the California Public Contract Code, the AGENCY has determined that the Contractor shall possess a valid California Contractor's License A - General Engineering Contractor, or B — General Building. Failure to possess such license may render the bid non -responsive and bar the award of the contract to that non -responsive Bidder. The successful Contractor and his/her subcontractors will be required to possess business licenses from the AGENCY.

G. REFERENCES: Contractor shall provide three (3) references, for which Contractor has performed similar services under contracts awarded by a similar public agency, which demonstrate Bidder's ability to provide the supplies, equipment, or services required by this Notice Inviting Bids. References should be included with the Bidder's Statement and Company Information Form (ATTACHMENT A).

City may disqualify a Bidder if:
a. References fail to substantiate Bidder's description of services and deliverables provided; or
b. References fail to support that Bidder has a continuing pattern of providing capable, productive, and skilled personnel, or
c. City is unable to reach the point of contact with reasonable effort. It is the Bidder's responsibility to inform the point of contact(s) of normal City working hours.

H. ALTERNATIVES: All bids with material substitutions or deviations from the specified items will be rejected as non -responsive. Bidders must submit a request for pre - approval of any equivalent, equal, alternative, or changes by following the directions for questions described above, prior to the deadline to submit questions. The City has the option of accepting or rejecting any proposed alternative and any bid that includes alternatives. Brand names, if any, are given for quality control only. Bids on "equals" are encouraged, however, the bidder must give evidence of equal utility and quality by providing specification sheets and description of products proposed as alternatives for each line item, and a description of the request on company letterhead.

I. PRICING REQUIREMENTS: Bidders must supply all bid items and provide unit prices for all items listed in this Notice Inviting Bids, including any shipping/handling fees. Bid proposals that do not include all items listed may be deemed non- responsive.
d. Prices shall be FOB Destination Placentia
e. Prices must not include sales tax.
f. Pricing must be inclusive of all costs, including but not limited to, direct and indirect costs for labor, overhead, insurance, business expenses, incidental supplies, mileage, and fuel.
g. Charges such as FUEL SURCHARGE, DELIVERY FEE, or any other miscellaneous charges must be noted.

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J. TAX: Do not include sales tax in your unit prices. Bidder shall show as a separate item California State Sales and/or Use Tax percentage. However, sales tax will not be included in during the evaluation of bids.

K. SITE INSPECTIONS: When appropriate, Bidders are encouraged to examine the locations, physical conditions, and surroundings of the proposed work sites on their own to determine the extent to which these factors will influence or affect performance of work. Failure to inspect sites shall not relieve the Contractor from fulfilling the obligations of the Contract. The City shall assume that bidders have investigated and are satisfied with the expected conditions, quality of the work to be performed, and the requirements of these specifications.

L. AWARD: The following criteria will be included in the evaluation process for selection of the award recipients(s):
a. Ability to meet specifications;
b. Proposed price;
c. Delivery lead time;
d. Past record of performance in providing similar services; including such factors as timely response and cooperation
The City reserves the right to award the Contract to other than the lowest Bidder, to reject any or all bids, to cause re -soliciting of the bids, or to take such other course of action as the City deems appropriate at the City's sole and absolute discretion.

The City shall endeavor to award contract to the lowest, responsive, responsible Bidder.

M. BID SUBMISSION: No bid will be considered for award unless properly and successfully submitted through the electronic bid management system at:
https://pbsystem.planetbids.com/portal/54600/portal-home by the date and time specified on the cover page of this Notice Inviting Bids . All bids must be signed by an authorized representative.

All required sections, including pricing, shall be submitted via the website. Bidder is solely responsible for "on time" submission of their electronic bid. The bid management system will not accept late bids and no exceptions shall be made.

Bidders will receive an e -bid confirmation number with a time stamp from the bid management system indicating their bid was submitted successfully. The City will only receive those bids that were transmitted successfully. DO NOT FAX OR E- MAIL.

NOTE: E -Bids are sealed and cannot be viewed by the City or any other person or entity until the closing date and time. If you need to withdraw your bid, you may do so at any time before the bid deadline, by going back into the system and selecting "withdraw".

N. BID WITHDRAWAL: Bids may be withdrawn by submitting a written request any time prior to the scheduled closing time for receipt of proposal. No proposal may be withdrawn for a period of ninety (90) days thereafter.

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O. REJECTION: The City reserves the right to reject any or all bids and to waive any minor informality in any bid and to take all bids under advisement for a maximum period of ninety (90) days. The City and Contractor are bound by the procedures set forth in the Placentia City Charter for Public Works Construction contracts and applicable law.

P. PERIOD OF ACCEPTANCE: Unless otherwise stated, bids shall be subject to acceptance by the City for a period of ninety (90) calendar days following the opening of bids.

Q. SAMPLES: When required, bidder shall furnish samples of items free of expense to the City, and if not destroyed by test may, upon request made at the time the sample is furnished, be returned at the bidder's expense.

R. PROHIBITED INTEREST: Bidder agrees it shall disclose to the City in writing any financial interest, direct or indirect, in Bidder's business or in this transaction held by any City Council member or any City officer or employee. City reserves the right to refuse any bid if City determines a conflict of interest exists. A conflict of interest may be determined to exist in any instance where the City officer or employee participates in or influences any decision -making process affecting a bid or contract in any way whatsoever.

S. LOCAL VENDOR PREFERENCE: For bid evaluation purposes qualified bidders may receive a 5% preference for businesses located within the City of Placentia, is given respectively on all qualifying bids for materials, supplies, labor, equipment or services, pursuant to the Local Business Preference Program under Chapter 3.95 of the Placentia Municipal Code.

T. FILING A PROTEST: Bidders may file a protest to an IFB with the City. In order for a Bidder's protest to be considered valid, the protest must:
• Be filed in writing within five (5) business days after the bid issue date for protests related to specifications or before 5:00 p.m. of the 5th business day following the posting of Bid Results/Notice of Intent to Award Contract on the City's website; • Clearly identify the specific irregularity or accusation; • Clearly identify the specific City staff determination or recommendation being protested;
• Specify, in detail, the grounds of the protest and the facts supporting the protest; and
Include all relevant, supporting documentation with the protest at time of filing. If the protest does not comply with each of these requirements, it will be rejected as invalid.

If the protest is valid, the City shall review the basis of the protest and all relevant information. The City will provide a written decision to the protestor within ten (10) business days from the receipt of the protest. The decision from the Purchasing Manager, or his/her designee, is final and no further appeals will be considered.

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II. SCOPE OF WORK
A. General Description
The City of Placentia is seeking a qualified vendor for the replacement of sports field netting on Torii Hunter field located at Kraemer Memorial Park. The general scope of work includes, but is not limited to:

1. Custom fabrication, detailed site measurements, installation of a new bottom cable and any necessary hardware, lift rental, and professional installation of a netting system.

2. InCord M500BK FR-HTPP Knotless, brand name, is a means of establishing quality and style. Bidders are invited to quote its equals. Alternate offers are to be supported by literature, which fully describes items that you are bidding. No exceptions to or deviations from this specification will be considered unless each exception or deviation is specifically stated by the bidder, in the designated places. If no exceptions or deviations are shown, the bidder will be required to furnish items exactly as specified herein. The burden of proof of compliance with this specification is the responsibility of the bidder.

The Submitting Vendor will ideally possess experience in similar installation and must be able to demonstrate a very high level of customer satisfaction from past projects.

B. Specifications
Selected Vendor will be responsible for the preparation and installation new cables and hardware and netting system.

Location: Kraemer Memorial Park, 201 Bradford Ave., Placentia, CA 92870
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III. BIDDER'S PROPOSAL FORM

REPLACEMENT OF SPORTS FIELD NETTING, TORII HUNTER,

KRAEMER MEMORIAL PARK
The undersigned declares that they have carefully examined the specifications, have read the accompanying instructions to bidders, and hereby propose to provide the gloves, in accordance with City needs and/or fund availability and the specifications provided herein.

Indicate unit price for each line item. Total quotation is to be firm offer for no less than ninety (90) days and will be regarded by the City as bidder's best and final offer.

BID
ITEM

ITEM DESCRIPTION

QUANTITY

UNIT OF

MEASURE
UNIT
PRICE
TOTAL
1 '
Replacement of sports field netting
Torii Hunter field
1 LS
$
$

2. $
$

3. $
$
Total
$
$
Through submission on PlanetBids, the bidder certifies that he/she has followed the bidder instructions, acknowledges the requirements set forth in this proposal form for bid submission, and has thoroughly checked the figures set forth in the proposal and inputted into PlanetBids, that they are correct to the best of his/her knowledge and constitute his/her proposal to perform all the work called out and implied throughout these contract documents.
***BID ITEMS TO BE INPUTED ON-LINE IN PLANETBIDS***
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IV. GENERAL PROVISIONS
A. ASSIGNMENT: Vendor may not assign, transfer, delegate, or subcontract any right, obligation, performance herein without the prior written consent of the City's Project Manager and any such assignment, transfer, delegation, or subcontract without the Project Manager's prior written consent shall be considered null and void.

B. BID EXPENSES: The City shall not be liable for any expenses incurred by potential vendor(s) in the preparation or submission of their bids. Pre -contractual expenses are not to be included in the vendor's Pricing Sheet. Pre -contractual expenses are defined as, including but not limited to, expenses incurred by Bidder in:

1. Preparing its bid in response to this Notice Inviting bid;

2. Submitting that bid to the City;

3. Negotiating with the City any matter related to the bid; and,

4. Any other expenses incurred by the Bidder prior to the date of the award and execution, if any, of the Contract.

C. BUSINESS LICENSE: The City requires any person, including but not limited to, an individual, corporation, or sole proprietor who wishes to conduct any business within the City of Placentia must secure a City of Placentia business license upon award of the resulting contract. The awarded party shall maintain a current business license throughout the term of the resulting contract. Procedure to obtain a City of Placentia business license is available on the City's website:
https://www.placentia.org/412/Business-Licenses .

D. COMPLIANCE WITH LAWS: Vendor shall, at its sole expense, comply with all applicable technical bulletins, trade, federal, state, and local laws, ordinances, rules and regulations, including, but not limited to laws applicable to the subject matter hereof at the time services are provided to and accepted by the City. Vendor shall comply with all applicable federal, state, and local safety requirements.

E. DEFAULT: In case of default by the Vendor of any of the conditions of this bid or contract resulting from this bid, the Vendor agrees that the City may procure the articles or services from other sources and may deduct from the unpaid balance due the Vendor, or collect against the bond or surety, or may invoice the Vendor for excess costs so paid plus reasonable administrative costs. Prices paid by the City shall be considered the prevailing market price at the time such purchase is made.

F. DELIVERY: Time of delivery of goods or services is of the essence. City reserves the right to refuse any goods or Services and to cancel all or any part of the goods not conforming to applicable specifications, drawings, samples or descriptions or services that do not conform to specifications included herein. Acceptance of any part of the order for goods shall not bind City to accept future shipments nor deprive it of the right to return goods already accepted at the Vendor's expense. Over shipments and under shipments of goods shall be only as agreed to in writing by City. Delivery shall not be deemed to be complete until all goods or services have actually been received and accepted in writing by City. No minimum delivery amount shall be accepted by City.

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All goods shall be shipped F.O.B. destination designated by the City. Vendor assumes full responsibility for packing, crating, marking, transportation, and liability for loss and/or damage. All transportation charges to be prepaid by Vendor.

G. FORCE MAJEURE: If execution of this contract shall be delayed or suspended, and if such failure arises out of causes beyond the control of and without fault or negligence of the bidder, the bidder shall notify the City in writing within twenty-four (24) hours of such delay.

H. GENERAL GUARANTEE: The Vendor guarantees that a) Vendor owns all rights, title and interest in the products and services and has the legal authority to sell, license or otherwise transfer the right to use to the City; b) the products and services are free from defects in material and workmanship for a minimum period of one (1) year from the date of acceptance by the City, unless otherwise stated as part of the bid; and c) Vendor shall repair or replace all such defective goods F.O.B. destination.

I. INDEMNIFICATION: The Vendor guarantees and agrees to indemnify, defend and hold harmless the City against any or all loss, liability damages, demands, claims or costs alleged by third parties arising out of Vendor's performance. This includes defective material and products, faulty work performance, negligent or unlawful acts, and noncompliance with any applicable local, state or federal codes, ordinances, orders or statutes including, but not limited to, the Occupational Safety and Health Act (OSHA) and the California Industrial Safety Act. This guarantee is in addition to and not intended as a limitation on any other warranty, expressed or implied.

J. INDEPENDENT CONTRACTOR: The Agreement between the City and Vendor is not intended and shall not be construed to create the relationship of principal agent, servant, employee, partnership, joint venture, or other association, as between the City and Vendor. The Vendor understands and agrees that all persons furnishing services to the City pursuant to the Contract are, for purposes of worker's compensation, employees solely of Vendor and not of the City. The Vendor shall bear the sole liability for furnishing worker's compensation benefits to any person for injuries arising from or connected with services provided to the City hereunder.

K. INSPECTION: City shall be under no obligation to unpack or inspect the products and/or service. The Vendor shall be responsible for the consequences of negligent manufacture and packing, and for the consequences of negligent handling prior to point where City assumes ownership. The expense of subsequent tests due to failure of goods first offered will be charged against the Vendor.

L. INSURANCE: Prior to undertaking performance of work under this Contract, Contractor shall maintain and shall require its subcontractors, if any, to obtain and maintain insurance as described below:

Commercial General Liability Insurance
Broad -form commercial general liability, in a form at least as broad as ISO from #CG 00 01 04 13, including premises -operations, products/completed operations, broad form property damage, blanket contractual liability, independent contractors, City of Placentia
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personal injury or bodily injury with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, per occurrence. If such insurance contains a general aggregate limit, it shall apply separately to this Agreement or shall be twice the required occurrence limit. If Consultant maintains higher limits that the specified minimum limits, City requires and shall be entitled to coverage for the high limits maintained by the Consultant.

Business Automobile Liability Insurance
Business automobile liability for owned vehicles, hired, and non -owned vehicles, with a policy limit of not less than One Million Dollars ($1,000,000.00), combined single limits, each incident for bodily injury and property damage.

Worker's Compensation Insurance
In accordance with the provisions of Section 3300 of the Labor Code, Contractor is required to be insured against liability for worker's compensation or to undertake self- insurance. Prior to commencing the performance of the work under this Contract, Contractor agrees to obtain and maintain any employer's liability insurance with limits not less than $1,000,000 per accident.

Endorsements. The commercial general liability insurance policy and business automobile liability policy shall contain or be endorsed to contain the following provisions as worded below:
(a) Additional insureds: "The City of Placentia and its elected and appointed boards, officers, officials, agents, employees, and volunteers are additional insureds with respect to: liability arising out of activities performed by or on behalf of the Consultant pursuant to its contract with the City; products and completed operations of the Consultant; premises owned, occupied or used by the Consultant; automobiles owned, leased, hired, or borrowed by the Consultant."
(b) Notice: "Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required polices are reduced; (3) or the deductible or self -insured retention is increased. In the event of any cancellation or reduction in coverage or limits of any insurance, Consultant shall forthwith obtain and submit proof of substitute insurance. Should Consultant fail to immediately procure other insurance, as specified, to substitute for any canceled policy, the City may procure such insurance at Consultant's sole cost and expense."
(c) Other insurance: "The Consultant's insurance coverage shall be primary insurance as respects the City of Placentia, its officers, officials, agents, employees, and volunteers. Any other insurance maintained by the City of Placentia shall be excess and not contributing with the insurance provided by this policy."
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(d) Any failure to comply with the reporting provisions of the policies shall not affect coverage provided to the City of Placentia, its officers, officials, agents, employees, and volunteers.
(e) The Consultant's insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer's liability.

The following requirements apply to the insurance to be provided by Contractor pursuant to this section:
• Contractor shall maintain all insurance required above in full force and effect for the entire term of contract
• Certificates of insurance shall be furnished to the City upon execution of this Agreement and shall be approved by the City
• Certificates and policies shall state that the policies shall not be canceled or reduced in coverage or changed in any other material aspect without thirty (30) days prior written notice to the City
• Contractor shall supply City with fully executed additional insured endorsements.

M. PUBLIC AGENCIES: Public agencies, as defined by California Government Code section 6500, may choose to use the terms of this Contract or "piggyback", subject to Contractor's acceptance. The City is not liable or responsible for any obligations related to a subsequent contract between Contractor and another public agency.

N. SUBCONTRACTING: No performance of this contract or any portion thereof may be assigned or subcontracted by Contractor without the express written consent of the City. Any attempt by the Contractor to assign or subcontract any performance of the terms of this contract without said consent shall be null and void and shall constitute a default under this contract.

In the event of such a default, the City may immediately terminate this contract. In the event the City consents to assignment or subcontracting, each term and condition of this contract shall be binding on the assigns, successors or administrators of the respective parties.

In the event the City consents to subcontracting, the Contractor shall include in all subcontracts the following provision: "This contract is a subcontract under the terms of a prime contract with the City of Placentia. All provisions of that prime contract shall apply to this subcontract."
The Contractor and all subcontractors must obtain and maintain in effect a valid City of Placentia Business License prior to commencement of work, and during the entire time that work is being performed under the contract. All permits and licenses necessary to the performance of this project shall be secured by the Contractor at the Contractor's own expense. The Contractor shall pay all taxes properly assessed against any equipment or property used or required in connection with the performance of security services.

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Contractor shall indemnify, defend, and hold harmless the City and its employees and agents from any and all liability arising or resulting from the employment of any subcontractors and their employees in the same manner as for Contractor's own employees.

O. TERMINATION: The City reserves the right to terminate the order or delay delivery or acceptance of any products and/or services ordered resulting from this bid without penalty. Upon receipt of any written notice of termination from City, Contractor shall immediately cease all services hereunder except such as may be specifically approved
P. DIR REGISTRATION: This project is a public work and subject to the following: No contractor or subcontractor may be listed on a bid proposal for a public works project (submitted on or after March 1, 2015) unless registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5 [with limited exceptions from this requirement for bid purposes only under Labor Code section 1771.1(a)]. No contractor or subcontractor may be awarded a contract for public work on a public works project (awarded on or after April 1, 2015) unless registered with the Department of Industrial Relations pursuant to Labor Code section 1725.5. This project is subject to compliance monitoring and enforcement by the Department of Industrial Relations. Contractors are further cautioned that certified payrolls shall be submitted electronically directly to the Department of Industrial Relations.

Q. PREVAILING WAGE: The Director of the Department of Industrial Relations of the State of California has ascertained the prevailing rate of per diem wages in dollars, based on a working day of eight hours, for each craft or type of worker or mechanic needed to execute any construction or maintenance contract, which may be awarded by Public Works. The current prevailing wage rates as adopted by the Director of the Department of Industrial Relations are incorporated herein by reference and may be accessed at http://www.dir.ca.gov/ (General Prevailing Wage determination made by the Director of Industrial Relations / Pursuant to California Labor Code Part 7, Chapter 1, Article 2, Section 1770, 1773 and 1773.1).

Contractor is required to pay the prevailing wage rate referred to above and is responsible for selecting the craft/classification of workers which will be required to perform this service in accordance with the Contractor's method of performing the work. Pursuant to Section 1775 of the Labor Code (State of California) Contractor shall forfeit $50 for each calendar day, or portion thereof, for each worker paid less than the stipulated prevailing wage rates for any public work done under this Contract or by any subcontractor.

1. Prevailing Wage Compliance and Monitoring:

Contractor is aware of the requirements of the California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirement on "public works" and "maintenance" projects. Since the services are being performed as part of an applicable "public works" or "maintenance" project, as defined by Prevailing Wage Laws and since the total compensations is $1,000 City of Placentia
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or more, Contractor agrees to fully comply with such Prevailing Wage Laws.

City shall provide Contractor with a copy of the prevailing rates of per diem wages in effect at the commencement of this Agreement/Contact. Contact shall make copies of the prevailing rates of per diem wages for each craft, classification or type of worker needed to execute the Services available to interested parties upon request and shall post copies at the Contractor's principal place of business and at the job site. Contractor shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claim or liability arising out of any failure or alleged failure to comply with the Prevailing Wage Laws.

R. RETENTION: In accordance with the Contract, five percent (5%) of any progress payment will be withheld as a retention. Pursuant to Section 22300 of the Public Contract Code, at the request and expense of the Contractor, approved securities equivalent to the amount withheld may be deposited with the AGENCY or with a state or federally chartered bank as the escrow agent, and AGENCY shall then pay such moneys to the Contractor. Refer to the Contract for further clarification.

S. TIME FOR COMPLETION OF WORK AND LIQUIDATED DAMAGES: Contractor shall complete work specified herein within the agreed Schedule of Performance per the Agreement after the commencement date stated in the Notice to Proceed. The City will assess liquidated damages at the rate of $500 per calendar day that the Contractor exceeds the specified date of completion.

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ATTACHMENT A

BIDDER'S STATEMENT AND COMPANY INFORMATION
(SEE ATTACHMENT)
City of Placentia
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ATTACHMENT B

SAMPLE CONTRACT AGREEMENT
(SEE ATTACHMENT)
136

ATTACHMENT C

SUBCONTRACTOR DESIGNATION FORM
(SEE ATTACHMENT)
137

Providence St. Jude Hospital
Restricted Project Grant Agreement
City of Placentia
Grant Number 202501
This Restricted Project Grant Agreement ("Agreement") upon execution on behalf of Grantee in the spaces provided for signature will evidence Grantee's agreement with and commitment to City of Placentia ("City") as follows:

Grantee's Status
This grant is specifically conditioned upon Grantee's status as an eligible grantee of St. Jude Hospital ("Hospital') in accordance with this section.

Grantee warrants and represents that it is a public organization. Grantee will notify the Hospital immediately of any actual or proposed change in tax status.

II. Purposes of Grant
To prevent and reduce obesity by assisting the City of Placentia in supporting residents to increase physical activity, improve mental health, and eat healthier.

This grant is made only for the specific charitable purposes described in the Agreement as part of the hospital's community benefit program. The grant funds may not be used for any other purpose without prior written approval from the Hospital.

III. Use of Grant Funds and Mutual Expectations
These grant funds will be used as follows:

1. PSJMC will provide S47,800 for the purchase of sports field netting for Torii Hunter Field at Kraemer Park to create additional physical activity opportunities and safety for the community. The City of Placentia shall be responsible for installation and maintenance of the sports field netting.

2. Hospital will provide $1,200 for the City to provide Zumba certification instruction for three Placentia community residents. The City will create a MOU with the residents indicating that they will agree to provide Zumba classes once a week at the Whitten Community Center, Gomez Community Center, and/or the Senior Center. City will commit to documenting number of Zumba classes and participants quarterly.

3. Hospital will provide S11,000 to the City towards the Whitten Community Center Food Program, Gift Card holiday giving, and scholarships to low- income residents to participate in Parks and Recreation child/ teen City Sports Leagues. The food gift cards and food program will help reduce food insecurity in our most vulnerable population during the Holidays.

The City will commit to weekly CalFresh enrollment availability for residents (assistance/ training from Second Harvest Food Bank, Community Action Partnership of Orange County, or 211). Scholarships

will increase access to team play and physical activity opportunities for the youth.

4. Partner with Placentia Collaborative on the health & wellness subcommittee and designate a city staff or commissioner to work with the collaborative to lead a subcommittee of the Parks and Recreation or Planning Commission. The committee will lead efforts to support a policy or ordinance that promotes healthy nutrition and increased physical activity thereby helping to create a culture of health in the city.

5. Placentia will submit a Mid -Year and Final Project Report using the WizeHive grant reporting platform documenting the use of funds and Project progress and will participate in the initiative's evaluation.

6. The City will be responsible for entering data and grant progress reporting on the Providence WizeHive online platform upon instruction provided by PSJMC in January 2022.

IV. Amount of Grant
$30,000 payable upon receipt of this executed Agreement and the remaining $30,000 amount after the mid -year report is submitted to the WizeHive grant report online platform and adequate progress is documented.

V. Period of Grant
Grant funds are to be applied to expenses incurred for the period January 1, 2025 to December 31, 2025 unless otherwise agreed upon in writing by the Hospital and the City.

VI. Terms and Conditions of Grant
Grantee agrees that the grant is subject to the following conditions:

A. Expenditure of Grant Funds

1. Use of Funds. Grantee must spend the grant funds only for the purposes described above.

2. Prohibited Uses. Grantee shall not use any of the funds from this grant in a manner inconsistent with Section 501 (c) (3) of the Code, including:
a. carrying on propaganda, or otherwise attempt to, influence legislation,
b. influencing the outcome of any specific public election, c. carrying on directly or indirectly any voter registration drive.
d. inducing or encouraging violations of law or public policy e. causing any private inurement or improper private benefit to occur.

B. Return of Funds. Grantee shall return to the Hospital any unexpended grant funds under the following conditions:

1. If the Hospital, in its reasonable discretion, determines that the Grantee has not performed in Accordance with this Agreement; or

2. Any portion of the funding is not used for grant purposes.

C. Records, Audits. Funds provided by the Hospital shall be accounted for in the Grantee's books and records. The Grantee shall retain original substantiating documents related to restricted grant expenditures and make these records available for the Hospital's review upon request. The Collaborative reserves the right, upon written notice, to audit the Grantee's books and records relating to the expenditure of any funds provided by the Hospital as a restricted grant.

D. Reports. Grantee shall submit a report to WizeHive online grant reporting platform by July 15, 2025 for the period January 1, 2025 — June 30, 2025 and the second due January 15, 2026 for the period July 1, 2025 — December 31, 2025. Grant reporting on the purchase and installation of the field netting at Torii Hunter Field at Kraemer Park, number of scholarships awarded, Zumba classes participation, Food Program participants, and number of low-income residents provided food gift cards.

E. BudC ets. Expenditures of grant funds must be made substantially in accordance with the grant budget, which is attached as Exhibit A. Any material changes from the budget must be approved in advance by the Hospital.

F. Licensing and Credentials. The Grantee hereby agrees to maintain, in full force and effect, all required governmental or professional licenses and credentials for itself, its facilities, and for its employees and all other persons engaged in work in conjunction with this grant.

G. Management and Organizational Changes. The Grantee agrees to provide immediate written notice to the Hospital if significant changes or events occur during the term of this grant which could potentially impact the progress or outcome of the grant, including, without limitation, changes in the Grantee's management personnel or losses of funding.

H. No Agency. Grantee is solely responsible for all activities supported by the grant funds, and in the manner in which any such product may be disseminated. This Agreement shall not create any agency relationship, partnership, or joint venture between the parties, and Grantee shall make no such representation to anyone.

I. No Waivers. The failure of the Hospital to exercise any of its rights

under this agreement shall not be deemed to be a waiver of such rights.

J. No Further Obligations by the Hospital. This grant is made with the understanding that the Hospital has no obligation to provide other or additional support or grants to the Grantee.

K. Remedies. If the Hospital determines, in its reasonable discretion, that Grantee has substantially violated or failed to carry out any provision of this Agreement, including but not limited to failure to submit reports when due, the Hospital may, in addition to other legal remedies it may have, refuse to make any further grant payments to Grantee under this or any other grant agreement and the Hospital may demand return of all or part of the grant funds not properly spent or committed to third parties, which Grantee shall immediately pay to the Collaborative. The Hospital may also avail itself of any other remedies available by law.

L. Indemnification. Grantee irrevocably and unconditionally agrees, to the fullest extent permitted by law, to defend, indemnify, and hold harmless the Hospital, its officers, directors, employees and agents, from and against any and all claims, liabilities, losses, and expenses (including reasonable attorneys' fees) directly; indirectly, wholly, or partially arising from and in connection with any act or omission of Grantee, its employees, or agents in applying for or accepting the grant, in expending or applying the grant funds, or in carrying out any project or program to be supported by the grant, except to the extent that such claims, liabilities, losses, or expenses arise from or in connection with any act or omission of the Hospital, its officers, directors, employees, or agents.

M. Entire Agreement: Amendments and Modifications. This Agreement constitutes the entire agreement of the parties with respect to its subject matter supersedes any and all prior written or oral agreements or understandings with respect to the subject matter hereof, This Agreement may not be amended or modified, except in writing signed by both parties.

N. Governing Law. This Agreement shall be governed by the laws of the State of California.

VII. Acceptance of Agreement
The Hospital reserves the right to withhold or suspend payments of grant funds if the Grantee fails to comply strictly with any of the terms and conditions of this Agreement.

If this Agreement correctly sets forth your understanding and acceptance of the arrangements made regarding this grant, please countersign and return to the Hospital.

Accepted on behalf of City of Placentia by:

Aut rized Signature
Printed Name
Accepted on behalf of St. Jute Hospytal by:

Authorized Signature
v L t Lv r: iGf F� IG.

Printed Name
Approved, 10.21.24 La -4f 2 n.

Director, Community Services
/Z 9
Date
i0/.2:/2.:z1
Date
Title

Exhibit A
Grant Number 202501
Budget
Amount
Budget Item
Sports field netting for Torii Hunter S47,800
Field at Kraemer Park for safety and
physical activity opportunities.

Zumba certification instruction for 3
Placentia community residents.

Zumba classes once a week at the
Whitten Community Center, Gomez
Community Center, and/or the
Senior Center.

Support for the Food Program and
scholarships for youth. Purchase of
food gift cards for low-income
residents for holiday meals.

S1,200
TOTAL EXPENSES S60,000

RESOLUTION NO. R-2024-72

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

PLACENTIA, CALIFORNIA AUTHORIZING A BUDGET
AMENDMENT IN FISCAL YEAR 2021-22 IN COMPLIANCE
WITH CITY CHARTER OF THE CITY OF PLACENTIA §§ 1206
AND 1209 PERTAINING TO APPROPRIATIONS FOR
ACTUAL EXPENDITURES.

A. Recitals.
(i). The adopted budget for the 2024-25 Fiscal Year sets out estimated appropriations for City expenses throughout the year.
(ii). From time to time the adopted budget must be adjusted when precise expenditures are finally determined or when estimated expenditures exceed projected costs allocated.
(iii). City Charter of the City of Placentia § 1206 authorizes the City Council to amend or supplement the budget by motion adopted by the affirmative votes of at least three members so as to authorize the transfer of unused balances appropriated for one purpose to another purpose, or to appropriate available revenues not included in the budget. All other legal prerequisites to the adoption of this Resolution have occurred.

B. Resolution.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF PLACENTIA DOES HEREBY FIND, DETERMINE AND RESOLVE AS FOLLOWS:

1. In all respects as set forth in the Recitals, Part A., of this Resolution.

2. The adopted budget for Fiscal Year 2024-25, Resolution No. R-2024-38, hereby ar tended to reflect the following expenditure of funds from the Account specified to the Account specified:

Fund
Description
Department
GL Account
Amount
Type
St. Jude Healthy
Communities Grant
Equipment,
Certification, and
Food Programs
Community Services
504070-6401
$60,000
Expense
St. Jude Healthy
Communities Grant
Equipment,
Certification, and
Food Procrams
Community Services
504070-4760
$60,000
Revenue

3. The Mayor shall sign this resolution, and the City Clerk shall attest and certify to the passage and adoption thereof.

Resolution R-2024-72

Page 1 of 2 ends

PASSED, ADOPTED AND APPROVED THIS 19TH DAY OF NOVEMBER 2024. -7
r
Jeremy Yamaguchi, Mayor
ATTEST:
/1c- 4 -1 r
Robert McKinnell, City Clerk

STATE OF CALIFORNIA

COUNTY OF ORANGE
a
FPLq .
ci GoapoA4," A
DEC 9"
2,
1926
.''.tt*t0N�,,`s
I, Robert McKinnell, City Clerk of the City of Placentia, do hereby certify that the foregoing resolution was adopted at a regular meeting of the City Council of the City of Placentia held on the 19TH day of November 2024 by the following vote:

AYES: Shader, Smith, Wanke, Kirwin, Yamaguchi
NOES: None
ABSENT: None
ABSTAIN: None
Robert McKinnell, City Clerk
APPROVED AS TO FORM:

Christian Bettenhausen, City Attorney��
Resolution R-2024-72

Page 2 of 2 ends

A� LI CERTIFICATE OF LIABILITY INSURANCE
DATE(MMIDD5YYY)
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

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

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

PRODUCER
Arthur J. Gallagher Risk Management Services, LLC
18201 Von Karman Ave
Suite 200
Irvine CA 92612
License#: 0D69293

CONTACT
NAME: Meg Atkinson

PHONE FAX
(A/C. No Exn: (A/C, No):

ADDRESS: [email protected]

INSURER(S) AFFORDING COVERAGE
NAIC #
INSURER A: Hartford Fire Insurance Company
19682

INSURED
Judge Netting, Inc.
11851 Westminster Avenue
Garden Grove, CA 92843
INSURER B : Trumbull Insurance Company
27120
INSURER c : Hartford Casualty Insurance Company
29424
INSURERD: Sentinel Insurance Company Ltd
11000
INSURER E : Hartford Underwriters Insurance Company
30104
INSURER F : Travelers Property Casualty Co of America
25674

COVERAGES
CERTIFICATE NUMBER: 280009528
REVISION NUMBER:

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

INSR
LTR

TYPE OF INSURANCE
ADDL
INSD
S
WVD

POLICY NUMBER

POLICY EFF
(MM/DDIYYYY)

POLICY EXP
(MM/DDIYYYYI
LIMITS
A
E
X

COMMERCIAL GENERAL LIABILITY
72UEABM4T7M
72UEABMSPYN
1/1/2025
1/1/2025
1/1/2026
1/1/2026

EACH OCCURRENCE
$1,000,000

DAMAGE TO RENTED
PREMISES (Ea occurrence)
$ 300,000

CLAIMS -MADE
X
OCCUR
MED EXP (Any one person)
$ 10,000
PERSONAL 8. ADV INJURY
$ 1,000,000

GENERAL AGGREGATE
$ 2,000,000
GEN'L

AGGREGATE
X

LIMIT APPLIES
JECT
PER:

LOC

PRODUCTS - COMP/OP AGG
$ 2,000,000
EBL
S 1,000,000
B
E

AUTOMOBILE
X
X

LIABILITY

ANY AUTO
OWNED

AUTOS ONLY
HIRED

AUTOS ONLY
X

SCHEDULED
AUTOS

NON -OWNED

AUTOS ONLY
72UEACM4831
72UECM5126
1/1/2025
1/1/2025
1/1/2026
1/1/2026

COMBINED SINGLE LIMIT
(Ea accident)
S 1,000,000
BODILY INJURY (Per person)
$
BODILY INJURY (Per accident)
$

PROPERTY DAMAGE
(Per accident)
$
Medical Expense
$ 5,000
C
X

UMBRELLA LIAB

EXCESS LIAB
X
OCCUR

CLAIMS -MADE
72RHABM3R36
1/1/2025

1/1/2026

EACH OCCURRENCE
$ 10,000,000

AGGREGATE
$ 10,000,000
$

DED I X
RETENTIONS infirm
D

WORKERS COMPENSATION

EMPLOYERS' LIABILITY

ANYPROPRIETOR/PARTNER/EXECUTIVE
OFFICER/MEMBER EXCLUDED?
(Mandatory in NH)
If yes, describe under
DESCRIPTION OF OPERATIONS below
Y I N
Y
N / A
72WEABM1NE2
1/1/2025
1/1/2026
X PER

STATUTE
OTH-
ER
ER
E.L. EACH ACCIDENT
$ 1,000,000
E.L. DISEASE - EA EMPLOYEE
S 1,000,000
E.L. DISEASE - POLICY LIMIT
$ 1,000,000
F
F
Contractors Equipment
Riggers Liability
Prof/Poll Liability
QT6605P057469
QT6600T868188
1/1/2025
1/1/2025
1/1/2026
1/1/2026
Leased/Rented Equip
Limit
See Below For Policy
$800,000
$500,000
Information
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required) Pol cy: Professional/Pollution Liability
Pol cy No: S0073PL022022
Carrier: Accelerant Specialty Insurance Company
Pol cy Date: 1/1/2025 - 1/1/2026
Limit: Per Occurrence/Agg: $1M/$1M
Retroactive Date: 8/15/19

CERTIFICATE HOLDER

CANCELLATION
Evidence of Insurance

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

The ACORD name and logo are registered marks of ACORD
146

Policy Number: S0073PL022022
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS -

SCHEDULED PERSON OR ORGANIZATION - FORM III
This endorsement modifies coverage provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

CONTRACTORS ENVIRONMENTAL LIABILITY COVERAGE PART

SCHEDULE
Name Of Additional Insured Person(s)
Or Organization(s)
Location(s) Of Covered Operations
Any person or organization that the
Named Insured agreed to add as an
additional insured in a written contract
or written agreement that was fully
executed by the Named Insured prior to
the performance of the Named Insured's
work that is the subject of such written
contract or written agreement.

Any location where required by the
written contract or written agreement in
which the Named Insured agreed to add
the person or organization qualifying as
an additional insured under this
endorsement.

Information recuired to complete this Schedule, if not shown above, will be shown in the Declarations.

1. Your acts or omissions; or

2. The acts or omissions of those acting on your behalf; in the performance of your ongoing operations for the additional insured(s) at the location(s) designated above.

However:

1. The insurance afforded to such additional insured only applies to the extent permitted by law; and

2. If coverage provided to the additional insured is required by a contract or agreement, the insurance afforded to such additional insured will not be broader than that which you are required by the contract or agreement to provide for such additional insured.

B. With respect to the insurance afforded to these additional insureds, the following additional exclusions apply:

This insurance does not apply to bodily injury, property damage or environmental damage occurring after:

1. All work, including materials, parts or equipment furnished in connection with such work, on the project (other than service, maintenance or repairs) to be performed by or on behalf of the additional insured(s) at the location of the covered operations has been completed; or OBENV GE 346 (01 19)
Contains copyrighted material of Insurance Services Office, Inc. with its permission.

E -INSURED

Page 1 of 2 ends

147

2. That portion of your work out of which the injury or damage arises has been put to its intended use by any person or organization other than another contractor or subcontractor engaged in performing operations for a principal as a part of the same project.

C. With respect to the insurance afforded to these additional insureds, the following is added to SECTION III - LIMITS OF INSURANCE:

If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance:

1. Required by the contract or agreement; or

2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less.

This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations.

All other terms and conditions remain the same.

OBENV GE 346 (01 19)
Contains copyrighted material of Insurance Services Office, Inc. with its permission. Page 2 of 2 Copyright 2019, Intact Insurance Group USA LLC
148

Policy Number: S0073PL022022
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

ADDITIONAL INSURED - OWNERS, LESSEES OR CONTRACTORS -

COMPLETED OPERATIONS
This endorsement modifies coverage provided under the following:

COMMERCIAL GENERAL LIABILITY COVERAGE PART

CONTRACTORS ENVIRONMENTAL LIABILITY COVERAGE PART

SCHEDULE
Name Of Additional Insured Person(s) Or Organization(s):

Any person or organization that the Named Insured agreed to add as an additional insured in a written contract or written agreement that was fully executed by the Named Insured prior to the performance of the Named Insured's work that is the subject of such written contract or written agreement.

Location And Description Of Completed Operations:

Any location, and completed operations at such location, where required by the written contract or written agreement in which the Named Insured agreed to add the person or organization qualifying as an additional insured under this endorsement.

A. SECTION II - WHO IS AN INSURED is amended to include as an additional insured the person(s) or organization(s) shown in the Schedule, but only with respect to liability for bodily injury, property damage or environmental damage caused, in whole or in part, by your work at the location designated and described in the Schedule of this endorsement performed for that additional insured and included in the products - completed operations hazard.

However:

1. The insurance afforded to such additional insured only applies to the extent permitted by law; and

B. With respect to the insurance afforded to these additional insureds, the following is added to 1. Limits of Insurance in SECTION III - LIMITS OF INSURANCE AND DEDUCTIBLE:

If coverage provided to the additional insured is required by a contract or agreement, the most we will pay on behalf of the additional insured is the amount of insurance:

1. Required by the contract or agreement; or

2. Available under the applicable Limits of Insurance shown in the Declarations; whichever is less.

This endorsement shall not increase the applicable Limits of Insurance shown in the Declarations.

All other terms and conditions remain the same.

OBENV GE 351 (09 20)
Contains copyrighted material of Insurance Services Office, Inc. with its permission.

E -INSURED

Page 1 of 1 ends

149

COMMERCIAL AUTOMOBILE
HA 99 16 12 21
THIS ENDORSEMENT CHANGES THE POLICY. PLEASE READ IT CAREFULLY.

COMMERCIAL AUTOMOBILE BROAD FORM

ENDORSEMENT
This endorsement modifies insurance provided under the following:

BUSINESS AUTO COVERAGE FORM
To the extent that the provisions of this endorsement provide broader benefits to the "insured" than other provisions of the Coverage Form, the provisions of this endorsement apply.

1. BROAD FORM INSURED
Paragraph .1. - WHO IS AN INSURED - of
Section II - Liability Coverage is amended to
add the following:
d. Subsidiaries and Newly Acquired or
Formed Organizations
The Named Insured shown in the
Declarations is amended to include:
(1) Any legal business entity other than a
partnership or joint venture, formed as a
subsidiary in which you have an
ownership interest of more than 50% on
the effective date of the Coverage Form.

However, the Named Insured does not
include any subsidiary that is an
"insured" under any other automobile
policy or would be an "insured" under
such a policy but for its termination or
the exhaustion of its Limit of Insurance.
(2) Any organization that is acquired or
formed by you and over which you
maintain majority ownership. However,
the Named Insured does not include any
newly formed or acquired organization:
(a) That is a partnership or joint
venture,
(b) That is an "insured" under any other
policy,
(c) That has exhausted its Limit of
Insurance under any other policy, or
(d) 180 days or more after its
acquisition or formation by you,
unless you have given us notice of
the acquisition or formation.

Coverage does not apply to "bodily
injury" or "property damage" that results
from an "accident" that occurred before
you formed or acquired the organization.
e. Employees as Insureds
(1). Any "employee" of yours while using a
covered "auto" you don't own, hire or
borrow in your business or your
personal affairs.
f. Lessors as Insureds
(1). The lessor of a covered "auto" while the
"auto" is leased to you under a written
agreement if:
(a) The agreement requires you to
provide direct primary insurance for
the lessor and
(b) The "auto" is leased without a
driver.

Such a leased "auto" will be considered a
covered "auto" you own and not a covered
"auto" you hire.

Additional Insured if Required by Contract
(1) When you have agreed, in a written
contract or written agreement, that a
person or organization be added as an
additional insured on your business auto
policy, such person or organization is an
"insured", but only to the extent such
person or organization is liable for
"bodily injury" or "property damage"
caused by the conduct of an "insured"
under paragraphs a. or b. of Who Is An
Insured with regard to the ownership,
maintenance or use of a covered "auto."
The insurance afforded to any such
additional insured applies only if the
"bodily injury" or "property damage"
occurs:
g.
(a) During the policy period, and
(b) Subsequent to the execution of such
written contract, and
Form HA 99 16 12 21
© 2021, The Hartford
(Includes copyrighted material of Insurance Services Office, Inc. with its permission.)

Page 1 of 5 ends

150

(3)
(c) Prior to the expiration of the period
of time that the written contract
requires such insurance be provided
to the additional insured.
(2) How Limits Apply
If you have agreed in a written contract
or written agreement that another
person or organization be added as an
additional insured on your policy, the
most we will pay on behalf of such
additional insured is the lesser of:
(a) The limits of insurance specified in
the written contract or written
agreement; or
(b) The Limits of Insurance shown in
the Declarations.

Such amount shall be a part of and not
in addition to Limits of Insurance shown
in the Declarations and described in this
Section.

Additional Insureds Other Insurance
If we cover a claim or "suit" under this
Coverage Part that may also be covered
by other insurance available to an
additional insured, such additional
insured must submit such claim or "suit"
to the other insurer for defense and
indemnity.

However, this provision does not apply
to the extent that you have agreed in a
written contract or written agreement
that this insurance is primary and non-
contributory with the additional insured's
own insurance.
(4) Duties in The Event Of Accident, Claim,
Suit or Loss
If you have agreed in a written contract
or written agreement that another
person or organization be added as an
additional insured on your policy, the
additional insured shall be required to
comply with the provisions in LOSS
CONDITIONS 2. - DUTIES IN THE

EVENT OF ACCIDENT, CLAIM , SUIT

OR LOSS - OF SECTION IV -
BUSINESS AUTO CONDITIONS, in the
same manner as the Named Insured.

2. Primary and Non -Contributory if
Required by Contract
Only with respect to insurance provided to
an additional insured in A.1.g. - Additional
Insured If Required by Contract, the
following provisions apply:
(1) Primary Insurance When Required By
Contract
This insurance is primary if you have
agreed in a written contract or written
agreement that this insurance be
primary. If other insurance is also
primary, we will share with all that other
insurance by the method described in
Other Insurance 5.d.
(2} Primary And Non -Contributory To Other
Insurance When Required By Contract
If you have agreed in a written contract
or written agreement that this insurance
is primary and non-contributory with the
additional insured's own insurance, this
insurance is primary and we will not
seek contribution from that other
insurance.

Paragraphs (1) and (2) do not apply to other
insurance to which the additional insured
has been added as an additional insured.

When this insurance is excess, we will have
no duty to defend the insured against any
"suit" if any other insurer has a duty to
defend the insured against that "suit". If no
other insurer defends, we will undertake to
do so, but we will be entitled to the insured's
rights against all those other insurers.

When this insurance is excess over other
insurance, we will pay only our share of the
amount of the loss, if any, that exceeds the
sum of:
(1) The total amount that all such other
insurance would pay for the loss in the
absence of this insurance; and
(2) The total of all deductible and self -
insured amounts under all that other
insurance.

We will share the remaining loss, if any, by
the method described in SECTION IV -
Business Auto Conditions, B. General
Conditions, Other Insurance 5.d.

3. AUTOS RENTED BY EMPLOYEES
Any "auto" hired or rented by your "employee"
on your behalf and at your direction will be
considered an "auto" you hire.

The SECTION IV- Business Auto Conditions, B.

General Conditions, 5. OTHER INSURANCE
Condition is amended by adding the following:
e. If an "employee's" personal insurance also
applies on an excess basis to a covered
"auto" hired or rented by your "employee" on
your behalf and at your direction, this
insurance will be primary to the
"employee's" personal insurance.

Page 2 of 5 ends

Placentia City CouncilJune 3, 2025

Placentia City Council
June 3, 2025