Pleasanton City Council
June 3, 2025

CITY COUNCIL

REGULAR MEETING AGENDA
Tuesday, June 3, 2025
7:00 PM
City Council Chamber
200 Old Bernal Avenue
Pleasanton, CA 94566

The meeting will be held in-person, broadcast live on Channel 29 and streamed live for viewing at the following links TV30 https://www.tri-valleytv.org, the City's website in the Meetings portal (a red dot will indicate a live meeting) https://www.cityofpleasantonca.gov/, and the City's YouTube channel: https://www.youtube.com/user/TheCityofPleasanton.

Public participation: It is requested that members of the public wishing to address the City Council submit a speaker card. When public comment is opened on an agenda item, individuals may speak once per agenda item.

To submit written public comment regarding an open session item on this meeting agenda visit https://forms.cityofpleasantonca.gov/f/writtenpubliccomment. Comments will be accepted by the City Clerk’s Office until 12:00 p.m. on the day of the Council meeting.

In Person at Council Chamber:
• Submit a physical speaker card to the City Clerk at the meeting. When your name is called, please provide comment at the podium.

CALL TO ORDER
• Welcome and Pledge of Allegiance - Cm. Gaidos
• Roll Call
Resolution No. 2025-023
Ordinance No. 2294

REPORT ON CLOSED SESSION

AGENDA AMENDMENTS

CONSENT CALENDAR
Items listed on the consent calendar are considered routine in nature and may be enacted by one motion. If discussion is required, that particular item will be removed from the consent calendar and will be considered separately.

City Manager

1. Adopt a resolution to approve a Tri-Valley Tourism Marketing District (TVTMD) assessment rate increase from $3.25 to $4.00 as requested by Visit Tri-Valley in accordance with the Tri-Valley Tourism Management District Plan

2. Continued from May 20, 2025 - Review and Consider the City's Legislative Framework with the 2025-2026 Focus Areas, Establish the City's Legislative Positions on Selected Bills, and Request City Staff Monitor Legislation throughout

City Council Agenda Page 2 of 4 June 3, 2025

the 2025-2026 Legislative Session
Community Development

3. Actions of the Zoning Administrator and Planning Commission

4. Approve professional services agreements with 4Leaf, Inc., Independent Code Consultants, Inc., TRB + Associates, Inc., True North Compliance Services, Inc., and West Coast Code Consultants, Inc., to provide on-call building and fire code plan review, and permit counter and inspection services for the not-to-exceed annual aggregate amount of $1,039,500, for a total of $3,118,500 over the initial three-year term

5. Approve a Professional Services Agreement with Spectrum Community Services for Housing Rehabilitation Program Administration Services for July 1, 2025 through June 30, 2026, and authorize the allocation of $71,250 in federal HOME funds for housing rehab and repair grants and $23,750 in City Lower Income Housing Funds (LIHF) for Spectrum's administration fees Finance

6. Accept the monthly disbursement and investment report for April 2025

7. Approval of Fiscal Year 2025/26 Recurring Purchase Order Agreements Information Technology

8. Approve purchase of 26 Getac V110 G7 ruggedized laptops and 37 TG3 keyboards from Code 3 Technology for $140,306.30 to replace mobile data computers in the police fleet
Library and Recreation

9. Approve the first amendment to the Pleasanton Unified School District and City joint use agreement for the middle school gymnasiums

10. Approve the third amendment to the agreement with Black Tie Transportation for transportation services for the Library and Recreation Department to extend the contract for one year with the option to extend for one more one-year term for a five-year total not to exceed $127,397
Police

11. Adopt Ordinance No. 2294 amending Ordinance No. 2238 to amend the Pleasanton Police Department's Military Equipment Use Policy to add equipment to the policy's military equipment inventory
Public Works

City Council Agenda Page 3 of 4 June 3, 2025

12. Approve an as-needed maintenance and trade services agreement with Shape, Inc. for sewer and storm maintenance and pump repairs for an annual not-to- exceed amount of $75,000 per year over a three-year term for a total of $225,000, with the option to extend the agreement by two additional one-year terms

13. Receive an overview of sewer rates and approve staff recommendation for CPI rate increase effective January 1, 2026

MEETING OPEN TO THE PUBLIC

14. Presentation of a proclamation declaring June 2025 as Pride Month

15. Recognition of the 2025 Pleasanton Community Academy Graduates

16. Public Comment regarding items not listed on the agenda – Speakers are limited to 3 minutes.

PUBLIC HEARINGS AND OTHER MATTERS
If necessary to ensure completion of the following items, the Mayor may alter time limits.

17. Continued from May 6, 2025 - Receive an update on the Police Department’s operations, services and activities

18. Receive a presentation and accept staff recommendations on water drought rates and connection fees

19. Hold a public hearing and receive an informational report on the City’s vacancy rate, recruitment, and retention efforts, in compliance with Assembly Bill 2561/Government Code Section 3502.3

MATTERS INITIATED BY COUNCIL

COUNCIL REPORTS
Brief reports on conferences, seminars, and meetings attended by the Council

ADJOURNMENT

Notice
Under Government Code §54957.5, any writings/documents regarding an open session item on this agenda and items received by the City Clerk’s Office by 12:00 p.m. on the day of the meeting provided to a majority of the City Council after distribution of the agenda packet will be available for public inspection on the City’s website https://www.cityofpleasantonca.gov/ and also at the Pleasanton Library located at 400 Old Bernal Ave., Pleasanton, CA 94566.

City Council Agenda Page 4 of 4 June 3, 2025

There is a 90-day limit for the filing of a challenge in the Superior Court to certain City administrative decisions and orders, which require a hearing by law, the receipt of evidence, and the exercise of discretion. The 90-day limit begins on the date the decision is final (Code of Civil Procedure § 1094.6). Further, if you challenge an action taken by the City Council in court, you may be limited, by California law, including but not limited to Government Code §65009, to raising only those issues you or someone else raised in the public hearing, or in written correspondence delivered to the City Council prior to or at the public hearing. The City Council may be requested to reconsider a decision if the request is made prior to the next City Council meeting, regardless of whether it is a regular or special meeting.

Accessible Public Meetings
The City of Pleasanton can provide special assistance for persons with disabilities to participate in public meetings. To make a request for a disability-related modification or accommodation (e.g., an assistive listening device), please contact the City Clerk’s Office at 123 Main Street, Pleasanton, CA 94566 or (925) 931-5027 at the earliest possible time. If you need translation or interpretation assistance, please provide at least two working days’ notice prior to the meeting date.

Item #1

CITY COUNCIL AGENDA REPORT

June 3, 2025
City Manager

TITLE: ADOPT A RESOLUTION TO APPROVE A TRI-VALLEY TOURISM MARKETING DISTRICT (TVTMD) ASSESSMENT RATE INCREASE FROM $3.25 TO $4.00 AS

REQUESTED BY VISIT TRI-VALLEY IN ACCORDANCE WITH THE TRI-VALLEY

TOURISM MANAGEMENT DISTRICT PLAN

SUMMARY
As outlined in the Tri-Valley Tourism Marketing District (TVTMD) Management District Plan, Visit Tri-Valley (VTV) may increase the current $3.25 per paid occupied room per night assessment starting in the third year (2025) of the 10-year plan to a maximum $4.00 per paid occupied room per night. At the VTV Board of Directors meeting on March 19, 2025, the Board unanimously approved an increase to the maximum $4.00 per paid occupied room per night to extend its efforts to expand tourism-related activities while continuing to be self-sustaining. As the City of Pleasanton is designated as the TVTMD’s lead jurisdiction, the Pleasanton City Council must approve the assessment increase. If approved, the new assessment will be effective on July 1, 2025.

RECOMMENDATION
Adopt a Resolution to Approve a Tri-Valley Tourism Marketing District (TVTMD) Assessment Rate Increase from $3.25 to $4.00 as Requested by Visit Tri-Valley in Accordance with the Tri- Valley Tourism Management District Plan.

BACKGROUND
In February 2022, the city councils of Dublin and Livermore, the town council of Danville, and the Board of Supervisors of Contra Costa County each adopted a resolution granting consent to the City of Pleasanton to renew the TVTMD; on March 2, 2015, the Board of Supervisors of Alameda County adopted a resolution granting consent to the City of Pleasanton for all future renewals. The Pleasanton City Council adopted Ordinance No. 2237 amending Chapter 5.36 of the Pleasanton Municipal Code renewing the TVTMD, set to expire June 30, 2032, and approved an agreement between Visit Tri-Valley and the City of Pleasanton to administer the TVTMD.

The Management District Plan (MDP) details the district's operational specifications and annual budget. It also outlines the assessment structure, which is set at the current $3.25 per paid occupied room per night with an option to increase the assessment starting in the third year (2025) but not to exceed $4.00 per paid occupied room per night.

DISCUSSION
At the VTV Board of Directors meeting on March 19, 2025, the Board unanimously approved an increase from the current $3.25 assessment to the maximum of $4.00 per paid occupied room per night to extend its efforts to enhance the region’s marketing efforts as a premier destination, while continuing to be self-sustaining.

Visit Tri-Valley sent written correspondence to the jurisdictions, dated March 31, 2025, of the Board’s action and requested approval from the City of Pleasanton. While it is not required per the TVTMD, the City of Pleasanton requested that the jurisdictions provide any comments and acknowledgment of Pleasanton’s intent to approve the increase. VTV has cited the following purposes for the rate increase:
• Enhanced marketing and sales initiatives to increase overnight visitation, extend visitors’ stays, and enhance experiences in the Tri-Valley region, and • Support marketing and sales support for the new activities such as the multi-use event center, proposed to be in Dublin

Visit Tri-Valley sent notice of the intention to increase the TVTMD assessment to all lodging businesses included in the district and held two informational meetings to collect feedback.

The first in-person meeting was held on May 8, 2025, in Pleasanton, with six hoteliers present; the second meeting was held virtually on May 14, 2025, with six hoteliers in attendance, including two who attended the previous meeting. No opposition was shared regarding the assessment increase.

Process to Increase the Assessment
Since the jurisdictions adopted resolutions approving the renewal of the TVTMD which allows VTV to increase the assessment to a maximum of $4.00 per paid occupied room per night, the cities of Dublin and Livermore did not provide written acknowledgments but have communicated their acknowledgment via email to the City's economic development manager; the Town of Danville approved a letter of acknowledgment at its May 6, 2025, Town Council meeting.

To complete the process of increasing the TVTMD assessment, the Pleasanton City Council would adopt a Resolution to Approve a Tri-Valley Tourism Marketing District (TVTMD) Assessment Rate Increase from $3.25 to $4.00 as Requested by Visit Tri-Valley and in Accordance with the Tri-Valley Tourism Management District Plan (Attachment 1).

Upon the Pleasanton City Council’s action, VTV will send notice to all affected stakeholders.

Pending approval, the new assessment rate will be effective July 1, 2025. On July 15, 2025, additional correspondence will be sent from VTV to the hotel general managers regarding the new assessment collection form, which will be provided to VTV by the jurisdictions. Each city, town, and county collects the assessment on a quarterly basis, including any delinquencies, penalties and interest, from each lodging business located in the TVTMD, and forwards it to the City of Pleasanton. As the lead jurisdiction, Pleasanton then forwards the total assessment collected to VTV. The cities, town and counties are each paid a fee equal to one percent (1%) of the amount of assessment collected within their jurisdiction to cover the costs of collection and administration; Pleasanton is paid a fee equal to one percent (1%) of the amount of assessment collected within its jurisdiction plus one percent (1%) of the total assessment collected from all jurisdictions to cover its costs of collection and administration.

The term of the district is 10 years – effective until June 30, 2032 – after which the cities and counties will need to determine whether to again extend the term of the district or to dissolve it.

However, because the district will not have other financial obligations, the City of Pleasanton

could terminate the district in a 30-day annual window at the request of lodging businesses that pay 50 percent or more of the assessment, or in cases of misappropriation of funds, malfeasance, or violation of law.

EQUITY AND SUSTAINABILITY
Not applicable, as this item is a routine matter of City business.

OUTREACH
Visit Tri-Valley sent notice of the intention to increase the TVTMD assessment to all lodging businesses included in the district and held two informational meetings to collect feedback at which there was no opposition to the assessment increase.

STRATEGIC PLAN ALIGNMENT
Approval of this action advances the ONE Pleasanton strategic plan goal of Building a Community Where Everyone Belongs by leveraging Visit Tri-Valley’s marketing programs to promote Pleasanton as prioritized in the City's Economic Development Strategic Plan.

FISCAL IMPACT
There is no significant fiscal impact to the City. The City’s Visit Tri-Valley membership dues will continue at the city membership rate of $2,500 annually. Staff costs generated by the administration of the assessment district and/or the collection of funds will continue to be offset by the administrative fees received as described in the Management District Plan.

Prepared by: Submitted by: Approved by:

Lisa Adamos, Economic
Development Manager
Pamela Ott, Assistant City Manager

Gerry Beaudin, City
Manager

Attachments:

1. Resolution

RESOLUTION NO. ____

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF PLEASANTON

APPROVING A TRI-VALLEY TOURISM MARKETING DISTRICT (TVTMD) ASSESSMENT RATE INCREASE FROM $3.25 TO $4.00 IN ACCORDANCE

WITH THE TRI-VALLEY TOURISM MARKETING DISTRICT PLAN

WHEREAS, on December 5, 2005, the City Coun cil of the City of Pleasanton adopted the Managemen t District Plan (Plan) and established the Tri -Valley Tourism Business Improvement District; and

WHEREAS, the Property and Business Improvement District Law of 1994, Streets and Highways Code §36600 et seq., authorizes the City to renew business improvement districts upon petition by a weighted majority of the business owners located within the boundaries of the district; and

WHEREAS, on April 19 , 2022, the City Council modified the MDP and renewed the Tri-Valley Tourism Marketing District (TVTMD) for ten years, set to expire on June 30, 2032; and

WHEREAS, the TVTMD includes lodging businesses in the Town of Danville (Town), the cities of Dublin, Livermore, and Pleasanton (Cities) and those portions of the unincorporated areas of Contra Costa and Alameda Counties (Counties), which include the communities of Alamo, Bl ackhawk, and Sunol, the portion of the counties that lies between the cities of Pleasanton and Livermore, and that portion of Alameda County which lies southeast of Interstate 580; and

WHEREAS, the Plan details the operational specifications and annual budget of the district, and further outlines the assessment structure, which is set at the current $3.25 per paid occupied room per night assessment with an option to increase the assessment starting in the third year (2025) but not to exceed $4.00 per paid occupied room per night; and

WHEREAS, Visit Tri- Valley (VTV) Board of Directors approved an assessment increase to the maximum $4.00 per paid occupied room per night assessment at its meeting on March 19, 2025, subject to the Pleasanton City Council’s approval; and

WHEREAS, the Management District Plan summary describes the assessment to be levied on lodging businesses within the TVTMD to pay for sales & marketing and destination development programs, and other improvements and activities set forth in the Plan; and

WHEREAS, the assessed lodging businesses within the TVTMD will receive a specific benefit from the activities and improvements set forth in the Plan; and

Attachment 1

WHEREAS, VTV states the increased assessment will extend its efforts to enhance the region’s marketing efforts as a premier destination, while continuing to be self-sustaining; and

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

CITY OF PLEASANTON DOES RESOLVE, DECLARE, DETERMINE, AND ORDER THE FOLLOWING:

Section 1. An increase to the annual assessment rate from three dollars and twenty-five cents ($3.25) to four dollars ($4.00) per paid occupied room per night is approved.

PASSED, APPROVED, AND ADOPTED by the City Council of the City of Pleasanton at a regular meeting held on June 3, 2025.

I, Jocelyn Kwong, City Clerk of the City of Pleasanton, California, certify that the foregoing resolution was adopted by the City Council at a regular meeting held on the 3rd day of June, 2025, by the following vote:

Ayes: Councilmembers
Noes:

Absent:

Abstain:

__________________________
Jocelyn Kwong, City Clerk

APPROVED AS TO FORM:

_______________________________
Daniel G. Sodergren, City Attorney

Item #2

CITY COUNCIL AGENDA REPORT

June 3, 2025
City Manager

TITLE: CONTINUED FROM MAY 20, 2025 - REVIEW AND CONSIDER THE CITY'S LEGISLATIVE FRAMEWORK WITH THE 2025-2026 FOCUS AREAS, ESTABLISH

THE CITY'S LEGISLATIVE POSITIONS ON SELECTED BILLS, AND REQUEST CITY STAFF MONITOR LEGISLATION THROUGHOUT THE 2025-2026

LEGISLATIVE SESSION

SUMMARY
The Legislative Framework (Attachment 1) guides the City's response to pending state and federal legislation. The framework includes guiding principles, goals, and strategies that guide advocacy efforts on behalf of the City's interests. This framework establishes biennial focus areas to guide the City's legislative positions.

The City Council Legislative Subcommittee (Councilmember Testa and Councilmember Gaidos) met on April 29, 2025, to review and discuss the City's Legislative Framework with the proposed 2025-2026 Focus Areas, and discuss and recommend positions on selected bills.

RECOMMENDATION
Review and consider the City's legislative framework with the 2025-2026 focus areas, establish the City's legislative positions on selected bills, and request City staff monitor legislation throughout the 2025-2026 legislative session

BACKGROUND
In 2016, the City Council adopted an inaugural Legislative Platform that outlined guiding principles, goals, and strategies, with a recommendation for federal, state, and local priorities as a foundation for recommendations on positions on pending legislation. In 2018, to better position the City's advocacy efforts, the 2016 Legislative Platform was updated into a Legislative Framework with recommended annual legislative focus areas. Each year since then, the City Council Legislative Subcommittee has reviewed and discussed state and federal legislation and determined policy positions for recommendation to the City Council.

DISCUSSION
On April 29, 2025, the City Council Legislative Subcommittee met and reviewed the City's Legislative Framework and proposed 2025-2026 Focus Areas, which together will serve as a policy document to guide the City's advocacy efforts and assist staff in evaluating legislation and policy issues. The Legislative Framework includes guiding principles that represent the City's overall legislative interests.

Transition to a Two-Year Legislative Framework
Staff recommended, and the subcommittee endorsed, transitioning to a two-year Legislative

Framework cycle aligned with the State's two-year legislative session, for the calendar years 2025 and 2026. This approach mirrors the recent change adopted by the Tri-Valley Cities (TVC) Coalition and provides several benefits:

1. Better alignment with the State's legislative calendar

2. Improved efficiency in tracking bills across the full legislative cycle

3. Reduced administrative overhead in framework updates

4. Consistency with the City's regional partners' approach.

The 2025-2026 Legislative Focus Areas were developed by considering the current political landscape at the federal and state level in addition to current regional and local issues; this does not preclude the City from responding to any legislation outside these focus areas. Staff will prepare position letters for the Mayor's signature as needed throughout the legislative session to respond to any bills of concern if in alignment with the City's adopted Legislative Framework.

Legislative Advocacy Discussion Update
At the April 29, 2025, City Council Legislative Subcommittee meeting, subcommittee members discussed the tracking of Pleasanton-specific legislative priorities that may not align with the broader Tri-Valley Cities Coalition focus. The subcommittee expressed interest in evaluating options for Pleasanton-specific legislative advocacy and discussed the possibility of reconsidering the allocation of resources between regional and city-specific advocacy efforts.

Staff will provide additional information on legislative advocacy options within the current budgeted resources as a topic of future City Council consideration.

The subcommittee and staff recommend the following focus areas for 2025-2026. An overarching theme for each focus area is the City's ability to retain local control and decision- making.

Housing
• Support, promote, and protect affordability in the housing stock • Support a balanced approach to housing solutions that consider housing, jobs and transportation together
• Support protection of development impact fees
• Support the preservation of California Environmental Quality Act (CEQA) provisions that protect the environment and local control.

Fiscal Sustainability
• Oppose local, regional, state or federal mandates that are unfunded or partially funded • Oppose measures that seek to limit the City's ability to adopt revenue measures • Support effective options for cities to address unfunded pension liabilities that will ensure that cities remain financially stable and are able to provide services for their residents
• Support an update to the local government tax structure to respond to the new e- commerce that ensures equity of sales tax allocations to cities

• Support state funding to implement SB 1383: The Short-Lived Climate Pollutants bill.

Pleasanton's Infrastructure and the Environment
• Support efforts to address PFAS in drinking water and secure funding for treatment • Support efforts to secure funding for a regional recycled water project • Support efforts to secure funding to address water supply, sewer, storm water, flood control, and development of new infrastructure
• Support efforts to secure funding for programs that help meet the City's Climate Action Plan (CAP 2.0) and other sustainability goals.

Wildfire and Emergency Preparedness (New Focus Area)
• Support efforts that provide funding to local agencies for disaster preparedness, evacuation planning, fire suppression and prevention, and rescue emergency medical services
• Support measures that provide resources and incentives for the development of defensible space and home-hardening efforts
• Support legislation and regulatory activities that increase the availability and affordability of homeowners and renters insurance for properties located within areas of increased risk of wildfire
• Support legislation that streamlines regulatory requirements, such as the California Environmental Quality Act (CEQA), for wildfire prevention and other emergency preparedness projects; any such streamlining should be narrowly tailored and clarified in the CEQA Guidelines.

The subcommittee reviewed numerous bills and is recommending adoption of positions on the 18 bills as shown in Attachment 2 and in the summary overview provided in Table 1 below.

Staff will actively work on key bills from each focus area through regional partnerships and organizational memberships during this legislative session, including providing comments and suggested amendments to bill authors and various legislative committees as appropriate.

Table 1. Summary of Recommended Positions
Focus Area Position Bill Number
Support AB 650, SB 233 Housing
Oppose AB 306, AB 647, AB 712, SB 79, SB 677
Fiscal Sustainability Oppose SB 358
Infrastructure and the
Environment
Support AB 762, SB 454, SB 496, SB 501
Wildfire and Emergency
Preparedness
Support AB 300, AB 846, AB 888
Support SB 456
Support if Amended SB 707
Local Control - Miscellaneous
Oppose SB 634

EQUITY AND SUSTAINABILITY
The adoption of this framework will allow the City to formally support legislative efforts that help meet the City's Climate Action Plan (CAP 2.0) and other sustainability goals.

OUTREACH
On April 29, 2025, the City Council Legislative Subcommittee met and discussed the Legislative Framework and 2025-2026 Focus Areas; the meeting was open to the public. No additional outreach was conducted for this item.

STRATEGIC PLAN ALIGNMENT
This item advances the ONE Pleasanton Strategic Plan goals as it allows the City to support or oppose legislation that aligns, or doesn't align, with the City's strategic plan, specifically toward goals of Funding Our Future: Fiscal Sustainability, Investing in Our Environment:

Infrastructure, Public Facilities, and Sustainability, and Building a Community Where Everyone Belongs: Livability and Community Development.

FISCAL IMPACT
There is no direct financial impact.

Prepared by: Submitted by: Approved by:

Aarón Zavala, Assistant to
the City Manager
Alexa Jeffress, Deputy City Manager

Gerry Beaudin, City
Manager

Attachments:

1. City of Pleasanton 2025-2026 Draft Legislative Framework

2. City of Pleasanton 2025-2026 Proposed Positions on Legislation

Attachment 1
Adopted XXXX xx, xxxx

DRAFT
City of Pleasanton
Legislative Framework

City of Pleasanton Legislative Framework
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Guiding Principles
The Guiding Principles represent the City’s adopted policies and plans and frames the City’s legislative interests. The following documents may be found on the city’s website at www.cityofpleasantonca.gov or by clicking on links below.

• One Pleasanton 5 Year Strategic Plan 2023-2028
• Pleasanton Climate Action Plan 2.0
• Pleasanton General Plan 2005-2025
• Pleasanton Economic Development Strategic Plan
• Pleasanton Pedestrian and Bicycle Master Plan
• Pleasanton Human Services Needs Assessment Strategic Plan

Pleasanton’s Quality of Life
The City supports legislation and policies that provide opportunities to protect and enhance our residents’ quality of life through active living, a healthy lifestyle and diverse recreational services.

Safe and Secure Community
The City supports legislation and policies that provides access to resources and services for residents, such as quality police, fire, emergency management, emergency medical services, services for vulnerable populations and community benefit efforts.

Protect Local Control
The City supports legislation and policies that protects and ensures the City’s ability and authority to exercise local control, enable excellent public services and protect and enhance the quality of life for Pleasanton residents and businesses, and supports efforts to streamline regulations that simplify the City operations and opposes efforts to erode the City’s authority to control its own affairs.

Sustainable Development
The City supports legislation and policies that enable sustainable development including long term fiscal health for the City, affordable housing, conserving natural resources, recycling, green building, reducing energy usage and emitting fewer air pollutants.

Public Infrastructure
The City supports legislation that will enable continued improvement and maintenance of the City’s public infrastructure.

Housing
The City supports legislation that seeks balanced solutions which consider housing, jobs, and transportation together. The City supports legislation that provides, promotes and protects affordability in the housing stock. The City supports legislation that is context-sensitive, that

City of Pleasanton Legislative Framework
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does not take a one size fits all approach and allows the City to exercise its local control developing locally-appropriate plans that meet State objectives in a manner that is compatible with existing community character. The City supports legislation that provides funding and resources for infrastructure such as: water, sewer, streets, schools and services in tandem with new housing production mandates.

Environmental Awareness, Health, Land Use and Preservation Issue The City supports legislation and policies that provide for local control in determining land use and preservation issues. The orderly growth and development of the City together with the preservation of open-space is a high priority for the Pleasanton community. The City also supports legislation and policies that provide resources to enable environmental awareness and health in our community.

Fiscal Sustainability
No Unfunded Mandates. The City supports legislation that aids recovery of City costs stemming from State and/or Federal mandates and opposes legislation that seeks to impose any requirement upon City that is not fully funded.

Update Local Government Tax Structure. The City supports legislation and policies that reform the local government tax structure to respond to the growth in e-commerce, the shift in consumption of goods to the consumption of services, changing patterns of commerce and innovations in technology and remains consistent with existing constitutional protections for property, sales and local taxes.

Fiscal Responsibility. The City supports legislation and policies that protect existing federal, state, and local funding sources that provide revenues to the City of Pleasanton.

Effective and Cost-Efficient Government
The City supports policies and legislation that supports Pleasanton’s fiduciary responsibility to our residents to ensure assets and resources are properly safeguarded and deployed in a prudent, efficient manner.

Foster Economic Prosperity
The City supports legislation and policies that provides funding for economic development that promotes: economic health and resilience, business development and communication, workforce development, small business entrepreneurship training and assistance, economic stimulus, innovation capacity, and planning and implementation of regional transportation projects.

Strengthen Youth Programs, Services and Activities
The City supports legislation and policies that furthers the City’s commitment to nurturing a safe, supportive community that is responsive to the full range of needs of all children, youth, and their families. In partnership with youth, we will provide the essential environment to stimulate the individual potential of each young person.

City of Pleasanton Legislative Framework
• • •
3 | P a g e

Goals
• Advocate the City’s legislative interests at the federal, state, regional, and county levels • Inform and provide information to our legislators
• Inform City Council and staff on the legislative process, key issues, and legislation that could have a potential impact on the City.
• Serve as an active participant with other local governments, the League of California Cities, regional agencies, and local professional organizations on legislative/regulatory issues that are important to the City and our region.
• Seek grant and funding assistance for City projects, services, and programs.

Strategies
• Communicate legislative positions on proposed federal, state, and county legislation, measures, initiatives, and governmental regulations
o Work with City departments and our legislative advocates to develop positions on proposed legislative measures.
o Review positions and analysis by the League of California Cities, legislative advocates and other local government/professional associations in formulating the City’s position.
o The City will take positions only on proposals that clearly impact our City or are a threat to local control.
o Actively track key bills through the legislative process. o Communicate the City’s position through correspondence, testimony, and in- person meetings.
o Work cooperatively with other cities, associations and the League of California Cities on advocating the City’s legislative position.
o As necessary, participate in the drafting and amending of proposed measures that have the potential to significantly impact the City. o Meet with legislators and their representatives, as well as other federal, state and county government officials on a regular basis, to discuss local government issues, proposed legislation, request for funding assistance, and City programs and services.

• Work collaboratively with Tri-Valley Cities to further The Tri-Valley Cities Legislative Framework.

• Support regional collaboration on legislative issues where there is alignment with the City’s Legislative Framework with partners that may include Valley Link, Pleasanton Unified School District, Livermore Amador Valley Transit Authority, Zone 7, East Bay Regional Park District, StopWaste, Alameda County, AVA Community Energy, etc.

• Seek federal, state, regional, and county funding through earmarks, grants and other discretionary funding for City projects, services and programs o Annually identify City projects for potential submittal for federal funding consideration; develop a submittal packet for legislators that provides information and need for the projects.

City of Pleasanton Legislative Framework
• • •
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o Provide information to City departments on potential grant funding opportunities and recognition programs.
o Advocate and request letters of support for City projects and grant applications or other resources that are being considered for federal, state and county funding.

The Process
City Council Legislative Subcommittee
The Subcommittee consists of Councilmember Matt Gaidos, Councilmember Julie Testa, City Manager Gerry Beaudin, and Assistant to the City Manager Aarón Zavala. Meetings are agendized and open to the public.

The City Council Legislative Subcommittee will meet to review and discuss the City’s Legislative Framework, annual Focus Areas, and pending/possible Legislation.

Guiding Principles. The Guiding Principles are based upon the City Council’s established Priorities, Work Plan and several policy documents and plans which provide an established framework for legislation, policies and regulations to be vetted from which a position may be developed.

Goals. The goals provide a clear direction for how to advocate and communicate the Legislative Framework annually.

Strategies. The strategies provide the action steps and process that staff will follow to ensure that the city’s Legislative Framework is communicated and addressed.

Pending/Possible Legislation. Pending and possible legislation is reviewed and discussed to determine the benefit to the city and its residents. A position is identified using the following definitions:
• Comment only or Position with Comments: Legislation that the City would like to provide comment to author’s office to invite collaboration and inform potential amendments
• Support: Legislation that the City should support as drafted • Support if amended: that the City will support if author accepts City’s amendments • Oppose: Legislation that the City should oppose as drafted • Oppose unless amended: Legislation the City opposes unless amended • Watch: City will take no formal position but will watch the Legislation and consider taking a position as the legislative process progresses

The Subcommittee reviews the Legislative Framework, annual Focus Areas, and legislation and forwards a recommendation to the City Council for consideration and adoption. The Legislative Framework, once adopted by the City Council will remain in effect until amended.

Oversight of the Legislative Framework
Upon the Legislative Framework adoption, the City Manager’s Office will exercise day-to-day oversight of legislative matters. In addition to coordinating formal action through the City

City of Pleasanton Legislative Framework
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Council, the City Manager and the Assistant to the City Manager will administer the city’s Legislative Platform.

Responding to Legislative Proposals
Upon the Legislative Framework adoption, the following process will be followed in response to legislative proposals:
• Once a determination has been made that a legislative proposal may impact the City, a letter outlining the City’s position will be drafted for the Mayor’s or City Manager’s signature
• If a legislative proposal or regulation arises that is not addressed by the adopted Legislative Framework and it is determined that it may impact the City, a draft position letter will be prepared for the City Council to review
• A copy of all legislative letters will be distributed routinely to the City Council.

Pleasanton Legislative Focus Areas 2025 – 2026
The City’s ability to retain local control and decision making is an overarching theme in each focus area.

Housing
• Support, promote, protect affordability in the housing stock. • Support a balanced approach to housing solutions that consider housing, jobs and transportation together.
• Support protection of impact fees.
• Support the preservation of California Environmental Quality Act (CEQA) provisions that protect the environment and local control.

Fiscal Sustainability
• Oppose local, regional, state or federal mandates that are unfunded or partially funded. • Oppose measures that seek to limit the City’s abilities to adopt revenue measures. • Support effective options for cities to address unfunded pension liabilities that will ensure that cities remain financially stable and are able to provide services to their residents.
• Support an update to the local government tax structure to respond to the new e- commerce that ensures equity of sales tax allocation to cities. • Support state funding to implement SB 1383: The Short-Lived Climate Pollutants bill.

Pleasanton’s Infrastructure and the Environment
• Support efforts to address PFOA and PFAS in drinking water and secure funding for treatment.
• Support efforts to secure funding for a regional recycled water project.

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• Support efforts to secure funding to address water supply, sewer, storm water, flood control, and development of new infrastructure.
• Support efforts to secure funding for programs that help meet the City’s Climate Action Plan (CAP 2.0) and other sustainability goals.

Wildfire and Emergency Preparedness
• Support efforts that provide funding to local agencies for disaster preparedness, evacuation planning, fire suppression and prevention, and rescue emergency medical services.
• Support measures that provide resources and incentives for the development of defensible space and home hardening efforts.
• Support legislation and regulatory activities that increase the availability, and affordability, of homeowners and renters insurance for properties located within areas of increased risk of wildfire.
• Support legislation that streamlines regulatory requirements, such as the California Environmental Quality Act (CEQA), for wildfire prevention, and other emergency preparedness, projects. Any such streamlining should be narrowly tailored and clarified in the CEQA Guidelines.

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Appendix

• Tri-Valley Cities Legislative Framework 2025

• League of California Cities 2025 Advocacy Priorities

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TRI-VALLEY CITIES
Legislative Framework

2025-26

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TRI-VALLEY CITIES VALUES STATEMENT

The Tri-Valley Cities of Dublin, Livermore, Pleasanton, San Ramon, and the Town of Danville value regional leadership, innovation, collaboration, and problem solving to maintain and improve the quality of life for Tri-Valley residents, provide a vibrant climate for businesses, and enable continued opportunities for public and private investment within the region.

Each City and Town provides a unique perspective on how to meet the needs of their residents and businesses. The Cities and Town agree to respect the individuality of each community and are committed to open and honest communication with a goal of building consensus and a united approach to advocacy for solutions that will serve the residents and businesses of the Tri-Valley.

TRI-VALLEY CITIES LEGISLATIVE FRAMEWORK

The Tri-Valley Cities Legislative Framework seeks to inform all levels of governmental interaction (e.g., federal, state, regional, local) regarding legislation, policies, and programs that have a direct impact on the region. The TVC has defined Legislative Focus Areas which have an
overarching objective to retain and promote local control and decision- making as it relates to the implementation of laws and regulations and to have the ability to integrate them in a manner that meets the unique needs of each community. The TVC will advocate together to achieve outcomes benefiting the region in each of these Focus Areas.

Transportation and Infrastructure
Residents of the Tri-Valley region are subject to some of the heaviest commutes in the Bay Area and are impacted by the heavy flow of traffic along the region’s freeways, which often spills over onto the local surface streets as commuters pursue alternatives to their commute through the Tri-Valley. A key objective of the region is to reduce congestion on the region’s freeways, and to increase mobility of goods and people through the Tri-Valley with continued financial investment in transportation infrastructure: developing alternative modes of transportation, modernization of transportation corridors, and creation, modernization, and expansion of rail systems. The TVC also seeks to partner on other significant non- transportation infrastructure projects, especially those with regional and multi-regional benefits.

Climate, Environment, and Health
The TVC seeks to work collaboratively with federal, state, and regional partners to address the new landscape of year-round wildfires, air quality, public safety power shutoffs, water quality (including PFAS/PFOS contaminants) and supply issues, as well as waste and recycling mandates. The TVC will advocate for increasing financial and technical support in these areas, as well as for investment in key infrastructure at all levels of government.

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Public Safety
The TVC prides itself on providing the highest quality of life for its residents, businesses, workers, and visitors alike – a critical part of which is ensuring the basic right to safety, without fear of harm to oneself or one’s property. As such, the coalition will advocate for reasonable public safety reforms, especially with regard to retail theft, burglary, assault, insurance availability, and emergency preparedness all while maintaining a lens of equity.

Economic Development
The Tri-Valley region is an innovation hub that spurs job growth, sustains a healthy economy, and provides a high quality of life for residents and business. Key objectives are developing a healthy workforce; and supporting innovation, capacity building, economic stimulus, and growth in the region.

Affordable Housing and Homelessness
The TVC supports balanced solutions which consider housing, jobs, and transportation together and seeks to support, promote, protect, and increase affordability in the region’s housing stock. Key objectives are to work with federal, state, and regional partners to provide funding for affordable housing through a variety of programs and options and to work to address barriers to building housing at Very Low, Low, and Moderate income levels. TVC also remains committed to mitigating and eliminating homelessness, including working with partners at all levels of government to address the root causes of housing insecurity and homelessness.

Mental Health
The TVC recognizes that social services are vital to supporting residents and providing crucial safety net services in our region. While the TVC cities do not provide direct delivery of social services, the Cities seek to work together to support local non-profits and organizations that do provide these services, and advocate together for these vital resources and services from all levels of government. Mental health support is a growing need in our region, and the TVC seeks to advocate for the resources to meet the needs of all our residents.

Fiscal Sustainability and General Governance
Fiscal sustainability is fundamental to the long-term stability and effectiveness of all levels of government. TVC is committed to advocating for policies that safeguard local government revenues, prevent the imposition of unfunded mandates, and uphold financial sustainability. TVC also champions reforms that enhance fiscal transparency, operational efficiency, and regulatory accountability. This includes advocating for accessible funding mechanisms, responsible labor and employee relations policies, and streamlined regulatory frameworks that reduce unnecessary burdens on local governments. Additionally, TVC prioritizes strengthening intergovernmental collaboration and governance structures to promote efficiency, equity, and resilience in public administration PAGE

2025-26

League of California Cities 2025 Advocacy Priorities

1. Protect local revenues and expand economic development tools. Safeguard and modernize revenue streams for local priorities. Pursue new economic development opportunities that bolster local economies and cultivate a strong local workforce, including expanded workforce recruitment and retention tools.

2. Strengthen climate change resiliency and disaster preparedness. Support city efforts to prepare, prevent, and adapt to natural disasters and the impacts of climate change, including wildfires, drought, sea level rise, and other extreme weather events. Increase transparency and access to insurance policies, especially following a natural disaster.

3. Strengthen and modernize critical infrastructure. Dedicate new resources and protect existing funding to maintain and improve essential infrastructure, including bridges, roads, broadband, and the state’s water supply and energy grid.

4. Secure investments to prevent and reduce homelessness and increase the supply of affordable housing. Secure dedicated funding to bolster cities’ long-term planning efforts to support unhoused residents and accelerate the construction of affordable housing. Strengthen state and regional partnerships to expand access to wraparound services and improve the housing element planning process. Ensure cities have the flexibility and decision-making authority to meet their community and state housing goals and reduce homelessness.

Attachment 2
DRAFT 2025 Legislative Positions

Bill # and Title Description Recommended
City Position
TVC
Position/League
Position

HOUSING
1 AB 306 (Schultz)

Building regulations:
state building
standards
This bill prohibits the California Building Standards
Commission, and any other adopting agency, from
considering, approving, or adopting any proposed building standard affecting residential units until June 1, 2031, unless specific health and safety conditions are met. The bill additionally prohibits a city or county from making changes or modifications to building standards, affecting residential units, including green building standards, until June 1, 2031, unless specific health and safety measures are met.

Oppose None/None
2 AB 647 (Gonzalez)

Housing
development
approvals:
residential units
This bill would require a proposed housing development
containing no more than 8 residential units that is located on a lot with an existing single-family home or is zoned for 8 or fewer residential units to be considered ministerially, without discretionary review or hearing, if the proposed housing development meets certain requirements, including, that the proposed housing development dedicates at least one
residential unit to deed-restricted affordable housing to households making at or below 80% of the area median
income. The bill would prohibit a local agency from applying any development standard that will have the effect of
physically precluding the construction of a housing
development that meets those requirements and from
imposing on a housing development subject to these
provisions any objective zoning standard or objective design standard that meets certain criteria, including imposing any requirement that applies to a project solely or partially on the basis that the housing development receives approval
pursuant to these provisions.

Oppose None/Oppose

DRAFT 2025 Legislative Positions

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3 AB 650 (Papan)

Housing element:
regional housing
needs allocation
This bill would amend the Planning and Zoning Law concerning the housing element and regional housing needs allocation (RHNA) process. This measure seeks to adjust timelines and procedures to enhance the effectiveness of housing planning across the State, including:
• Extending the timeline for the Department of Housing
and Community Development (HCD) to determine
existing and projected housing needs for each region
from 24 to 30 months prior to the scheduled revision of the housing element.
• Proposes that HCD meet and consult with councils of
governments regarding the assumptions and
methodology for determining regional housing needs at
least 32 months before the scheduled revision, an
extension from the current 26 months.
• Mandates that councils of governments develop a
proposed methodology for distributing regional housing
needs at least 30 months before a housing element
revision and distribute a draft allocation of regional
housing needs at least 24 months prior to the revision. • Requires HCD to identify specific deficiencies in a
housing element if they determine it is not in
compliance. HCD would be required to provide the
exact language or analysis it expects jurisdictions to
include to address those deficiencies.
• Introduces a limited exemption from the “builder’s
remedy” while HCD is actively reviewing a jurisdiction’s updated housing element.
• Requires HCD to develop a standardized format for
reporting on efforts taken to affirmatively further fair housing (AFFH) on or before December 31, 2026.

Support None/Sponsor

DRAFT 2025 Legislative Positions

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4 AB 712 (Wicks)

Housing reform
laws: enforcement
actions: fines and
penalties
This bill, where the applicant for a housing development is a prevailing party in an action brought by the applicant to enforce a housing reform law against a public agency, would entitle an applicant for a housing development project to reasonable attorney’s fees and costs and would require a court to impose fines on a local agency. The bill would prohibit a public agency from requiring the applicant to indemnify, defend, or hold harmless the public agency in any action alleging the public agency violated the applicant’s rights or deprived the applicant of the benefits or protection provide by a housing reform law.

Oppose None/Oppose
Unless Amended

CalCities is
requesting
amendments to
require specific list
of violations that
would qualify for
fines, opportunity
for court
supervised
correction, and
clarification on
indemnification
provisions
5 SB 79 (Wiener)

Housing
development:
transit-oriented
development
This bill authorizes a residential development within a ¼ or ½ distance of transit stops in a residential, mixed-use,
commercial, and light industrial zone, to be developed with maximum height, minimum density and FAR, and additional development benefits, based on the type of transit service provided. The bill also expands the definition of “agency’s use” under the Surplus Lands Act (SLA) to include any land leased to support public transit operations, thus exempting these sites from the provisions of the SLA, and exempts specified residential and commercial developments on those sites from the California Environmental Quality Act.

Oppose None/Oppose
6 SB 233 (Seyarto)

Regional housing
need: consultation
with regional
Current law requires, for the 4th and subsequent revisions of the housing element, the Department of Housing and
Community Development, in consultation with each council of governments, where applicable, to determine the existing and projected need for housing for each region, as prescribed.

Current law requires, among other things, the department to Support None/None

DRAFT 2025 Legislative Positions

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Updated 4.21.2025
councils of
governments
meet and consult with the council of governments regarding the assumptions and methodology to be used by the
department to determine the region’s housing needs at least 26 months prior to the scheduled revision of the housing element and before developing the existing and projected housing need for a region. This bill would require the
department to meet and consult with the council of
governments, as described above, pursuant to prescribed deadlines. For the 7th revision of the housing element, the bill would require the department to meet and consult with each council of governments at least 38 months prior to the
scheduled revision, except for specified councils of
governments.

7 SB 677 (Wiener)

Housing
development:
streamlined
approvals
This bill would make a number of changes to the housing development and lot split provisions previously enacted through SB 9. The bill would also make a number of changes to the streamlined ministerial approval process for affordable housing developments as enacted through SB 35. Among the bill provision would be to void HOA and private rules that block SB 9 projects, allow development on parcels with
disaster-destroyed low-income units, and increases duplex size limits from 800 to 1,750 sq. ft. The bill would prohibit impact fees on smaller units and prohibit rent restrictions or owner-occupancy requirements. The bill would simplify
applications, ease lot size and setback rules, and prohibit excessive driveway or access demands. Local agencies must submit SB 9 ordinances to HCD for review and respond to compliance issues within 30 days. For SB 35, the bill would lower the affordable housing threshold from 50% to 20% in certain areas, limit which historic sites can block projects, and require more frequent progress checks by HCD. The bill also shifts the burden of proof to local agencies when denying projects on environmental grounds.

Oppose None/Oppose

DRAFT 2025 Legislative Positions

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FISCAL SUSTAINABILITY

8 SB 358 (Becker)

Mitigation Fee Act:
mitigating vehicular
traffic impacts
Current law requires a local agency that imposes a fee on a housing development for the purpose of mitigating vehicular traffic impacts to set the rate for that fee to reflect a lower rate of automobile trip generation associated with such housing developments in comparison with housing developments
without prescribed characteristics, unless the local agency adopts findings after a public hearing establishing that the housing development, even with those characteristics, would not generate fewer automobile trips than a housing
development without those specified characteristics. For purposes of these provisions, current law specifies one of those characteristics is that the housing development provides either the minimum number of parking spaces required by the local ordinance, or no more than one onsite parking space for zero- to 2-bedroom units, and 2 onsite parking spaces for 3 or more bedroom units, whichever is less. For purposes of a local agency setting the rate for a mitigating vehicular traffic impacts fee, this bill would delete the provision about adopting findings after a public hearing and would, instead, require the rate for housing developments that satisfy those specified characteristics be at least 50% less than the rate for housing developments without all of those characteristics. With regard to the above-described characteristic, the bill would, instead, specify that the housing development provides no more than one onsite parking space for zero- to 2-bedroom units, and 2 onsite parking spaces for 3 or more bedroom units.

Oppose None/None

INFRASTRUCTURE AND THE ENVIRONMENT

9 AB 762 (Irwin)

Disposable, battery-
embedded vapor
This bill would prohibit, beginning January 1, 2026, a person from selling, distributing, or offering for sale a new or refurbished disposable, battery-embedded vapor inhalation device in this state. The bill would authorize a city, county, or Support None/Support

DRAFT 2025 Legislative Positions

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Updated 4.21.2025
inhalation device:
prohibition
the state to enforce the bill and impose civil liability on a person/entity in violation of the bill in the amount of $500 for the first violation, $1,000 for the second violation, and $2,000 for the third and subsequent violations.

10 SB 454 (McNerney)

State Water
Resources Control
Board: PFAS
Mitigation Program
The bill would authorize the state board to seek out and deposit nonstate, federal, and private funds, require those funds to be deposited into the PFAS Mitigation Fund, and continuously appropriate the nonstate, federal, and private funds in the fund to the state board for specified purposes.

The bill would authorize the state board to establish accounts within the PFAS Mitigation Fund. The bill would authorize the state board to expend moneys from the fund in the form of a grant, loan, or contract, or to provide assistance services to water suppliers and sewer system providers, as those terms are defined, for multiple purposes, including, among other things, to cover or reduce the costs for water suppliers associated with treating drinking water to meet the applicable state and federal maximum perfluoroalkyl and polyfluoroalkyl substances (PFAS) contaminant levels.

Support None/Co-Sponsor
11 SB 496 (Hurtado)

Advanced Clean
Fleet Regulation:
appeals advisory
committee
This bill would require the state board to establish the Advanced Clean Fleets Regulation Appeals Advisory
Committee by an unspecified date for purposes of reviewing appeals of denied requests for exemptions from the
requirements of the Advanced Clean Fleets Regulation. The bill would require the committee to include representatives of specified governmental and nongovernmental entities. The bill would require the committee to meet monthly and would
require recordings of its meetings to be made publicly
available on the state board’s internet website. The bill would require the committee to consider, and make a
recommendation on, an appeal of an exemption request
denial no later than 60 days after the appeal is made. The bill Support None/Sponsor

DRAFT 2025 Legislative Positions

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would require specified information relating to the committee’s consideration of an appeal to be made publicly available on the state board’s internet website.

12 SB 501 (Allen)

Household
Hazardous Waste
Producer
Responsibility Act
This bill would create a producer responsibility program for products containing household hazardous waste and would require a producer responsibility organization (PRO) to ensure the safe and convenient collection and management of
covered products at no cost to consumers or local
governments. The bill would define “covered product” to mean a consumer product that is ignitable, toxic, corrosive, or reactive, or that meets other specified criteria.

Support None/Support

WILDFIRE AND EMERGENCY PREPAREDNESS

13 AB 300 (Lackey)

Fire hazard severity
zones: State Fire
Marshal
Current law requires the State Fire Marshal to classify lands within state responsibility areas into fire hazard severity zones, and, by regulation, to designate fire hazard severity zones and assign to each zone a rating reflecting the degree of severity of fire hazard that is expected to prevail in the zone. Current law requires the State Fire Marshal to
periodically review very high fire hazard severity zones that are not state responsibility areas, and designated and rated zones that are state responsibility areas, as provided. This bill would instead require the State Fire Marshall to do the above- described classification and review of lands within state responsibility areas as fire hazard severity zones, and identification and review of areas in the state as moderate, high, and very high fire hazard severity zones at least once every 8 years.

Support None/Watch
14 AB 846 (Connolly)

This bill would require, upon an appropriation by the
Legislature, in consultation with the State Fire Marshal, and using existing data and information collected by Department of Support None/Sponsor

DRAFT 2025 Legislative Positions

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Endangered
species: incidental
take: wildfire
preparedness
activities
Fish and Wildlife and SFM including, but not limited to, the State Board of Forestry and Fire Protection’s (Board)
California Vegetation Treatment Program, DFW to develop maps identifying critical habitats within lands designated as moderate, high, or very high fire hazard severity. The bill would require DFW to update the maps at least once every five years and require the maps to be made available to a city, county, city and county, special district, or other local agency for wildfire planning and preparedness purposes in order to protect life and property.

15 AB 888 (Calderon)

California Safe
Homes grant
program
This bill would establish the California Safe Homes grant program to be developed by the department to reduce local and statewide wildfire losses, among other things. The bill would require the department to prioritize specified needs when awarding grant funds, and would require eligible
program applicants, which would include individuals, cities, counties, and special districts, to meet specified criteria. The bill would establish the Sustainable Insurance Account within the Insurance Fund, which would be continuously
appropriated to fund the program. The bill would require 40% of the amount of the gross premiums tax collected from
property and casualty insurance above the amount collected from those insurers in 2023 to be deposited into the account.

Support None/Support
LOCAL CONTROL – MISCELLANEOUS

16 SB 456 (Ashby)

Contractors:
exemptions:
muralists
Current law makes it a misdemeanor for a person to engage in the business, or act in the capacity, of a contractor without a license, unless exempted. This bill would exempt from that law an artist who draws, paints, applies, executes, restores, or conserves a mural, as defined, pursuant to an agreement with a person who could legally authorize the work.

Support None/Co-Sponsor

DRAFT 2025 Legislative Positions

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17 SB 634 (Perez

Homelessness: civil
and criminal
penalties
This bill would prohibit a local jurisdiction from adopting a local ordinance, or enforcing an existing ordinance, that imposes civil or criminal penalties on a person who is homeless for any act immediately related to homelessness or any act related to basic survival, or on a person who is assisting a person who is homeless with any act related to basic survival. The bill would similarly prohibit a state agency from adopting any regulation or issuing any policy or guidance, or enforcing an existing regulation, policy, or guidance, that imposes those civil or criminal penalties.

Oppose None/Oppose
18 SB 707 (Durazo)

Open meetings:
meeting and
teleconference
requirements
This bill seeks to revise and recast the alternative
teleconferencing provisions to apply specified noticing, accessibility, and public commenting requirements in a
uniform manner and makes various other changes to the
Brown Act with the goal of enhancing public participation. This bill would revise and recasts existing alternative
teleconferencing provisions, until January 1, 2030, by
providing a standard set of requirements that must be
complied with. The bill would also authorize, until January 1, 2030, alternative teleconferencing provisions for an eligible subsidiary body, as defined. The bill would authorize, until January 1, 2030, alternative teleconferencing provisions for eligible multijurisdictional bodies that include representatives from more than one city, county, special district, or joint powers authority.

Support if
Amended

The bill contains
several positive
provisions,
including those
impacting multi-
jurisdictional
entities; however,
there are areas of
concerns, such as
language
translation
requirements, that
could increase city
workload and
costs.

None/Concerns

Item #3

CITY COUNCIL AGENDA REPORT
June 3, 2025
Community Development
TITLE: ACTIONS OF THE ZONING ADMINISTRATOR AND PLANNING

COMMISSION
P25-0145, Nora Collins / AvalonBay Communities, Inc.

Application for Sign Design Review approval to establish a Master Sign Program for AvalonBay Communities located at 5601 Owens Drive.

Approved. (3 days)
P25-0226, Martin Dais / NorCal Construction
Application for Administrative Design Review approval to construct an approximately 13-foot-1-inch-tall patio cover on the north (rear) of the residence located at 4070 Jackie Court.

Approved. (10 days)
P25-0178, Michael Hardman / iSmash
Application for a Minor Conditional Use Permit for an indoor recreation use with over 20 participants at 4225 Rosewood Drive, Suites 23-25.

Approved. (10 days)
P25-0180, Alex Garduno / East Bay Motorcars
Application for Sign Design Review to remove five existing wall signs and install four, non-illuminated, wall signs on the existing buildings located at 4321 First Street.

Approved. (6 days)
Prepared by: Submitted by: Approved by:

Melinda Denis
Zoning Administrator Ellen Clark
Director of Community
Development
Gerry Beaudin
City Manager

Item #4

CITY COUNCIL AGENDA REPORT

June 3, 2025
Community Development

TITLE: APPROVE PROFESSIONAL SERVICES AGREEMENTS WITH 4LEAF, INC., INDEPENDENT CODE CONSULTANTS, INC., TRB + ASSOCIATES, INC., TRUE NORTH COMPLIANCE SERVICES, INC., AND WEST COAST CODE
CONSULTANTS, INC., TO PROVIDE ON-CALL BUILDING AND FIRE CODE

PLAN REVIEW, AND PERMIT COUNTER AND INSPECTION SERVICES FOR THE NOT-TO-EXCEED ANNUAL AGGREGATE AMOUNT OF $1,039,500, FOR A TOTAL OF $3,118,500 OVER THE INITIAL THREE-YEAR TERM

SUMMARY
The City has historically used outside consultants to augment in-house staff for on-call building and fire code plan review, inspection, and permit counter services. These agreements are necessary to ensure adequate and timely resources are available to meet the demand for permitting- and construction-related services, and that specialist plan check services, beyond the expertise of City staff, can be provided for major projects. Existing on-call agreements are set to expire at the end of June 2025, and staff has evaluated and recommends five qualified firms to provide services under new agreements starting in July. The proposed on-call agreements will cover plan review, permit counter, and inspection services for three years through June 30, 2028, with the option for up to two additional one-year extensions.

The draft two-year budget for FY 2025/26 and FY 2026/27 includes a total of $1,039,500 annually, for a total of $3,118,500 over the initial three-year contract term, in funding for building and fire code plan review service expenses. Although the recommended annual aggregate contract amount is up to the recommended $1,039,500, there is no guaranteed amount of work for any of the consultant firms. Expenditures related to these agreements are directly tied to building development activity and fees. Since permit/plan check fees collected on development activity fund this on-call consultant work on an as-needed basis, fees collected, and consultant costs rise and fall proportionately based on the actual number of permits submitted and processed. The FY 2025/26 recommended budget anticipates $4.5 million in building plan check and permitting fee revenue, a portion of which funds outside plan check services and a portion of which funds City staff also providing plan check services, generally for smaller and more routine projects.

RECOMMENDATION

1. Approve Professional Services Agreements with 4LEAF, Inc., Independent Code Consultants, Inc., True North Compliance Services, Inc., TRB + Associates, Inc., and West Coast Code Consultants, Inc., effective July 1, 2025, through June 30, 2028, with up to two additional one year extensions, and authorize the City Manager to execute the attached agreements and future potential extensions.

2. Approve a $1,039,500 annual aggregate, for a total of $3,118,500 over the initial three- year term of the contracts, in maximum compensation (cumulative across the five

agreements) and authorize the City Manager to modify the annual aggregate amount as needed during the term of the agreements without exceeding the total contract amount.

3. Authorize the Director of Community Development to approve allocation of the aggregate across the five agreements, and reallocation as necessary, provided the aggregate of all agreements is equal to the amount approved by the City Council, or the amount as modified by the City Manager.

BACKGROUND
The City has historically utilized multiple firms for on-call contract services to review plans and building permit documentation for compliance with the provisions of the City’s building, residential, fire, electrical, plumbing, mechanical, green building and housing codes, related Building Division policies, and state and local laws. In addition, these consultants may provide backup Permit Center counter coverage (for example, assisting with “over the counter” permit review and issuance), inspections and investigations as required by the City’s ordinances and adopted policies to help facilitate plan review and building permit processes.

Existing on-call agreements are due to expire at the end of June 2025, providing an opportunity to reassess and enter into new agreements with selected consultants for on-call plan review, inspection, and counter services. The new agreements would authorize payment to a selected roster of consultants for up to a maximum of five fiscal years.

DISCUSSION
Contract plan review provides flexible service levels to handle variations in construction activity and plan review workload, as well as expertise in a wide variety of construction specialties, including projects ranging from multi-story residential developments and high-tech commercial offices to remodeling of historic structures. The use of multiple firms allows the City flexibility to distribute the workload among various consultants based on capacity and specific project needs, to meet targeted due dates and maintain a high level of customer service.

The on-call agreements are fully funded through applicant fees collected for building permits and plan review. The City collects fees from applicants which are then used to cover the cost of the consultant service to perform the work, and the City’s administration of that service.

Applicants pay the full plan review fee when building plans are submitted for review. When plan reviews are assigned to consultants, the consultants charge an hourly rate with a maximum percentage cap ranging from 30-65 percent of the City fee depending on the type of review, such that the City retains 35 to 70 percent of the plan review fee, which covers the cost of administering the consultant work, peer reviewing if needed, and any supplemental in-house review or direct service to an applicant that may be required. If revisions and/or additional reviews are required, beyond the cap, the applicant is billed at an hourly rate. Fire permit plan review services are also administered through these agreements and thus included in the annual aggregate amount, but are funded by Livermore-Pleasanton Fire Department (LPFD) plan review fee revenue using LPFD expense accounts.

In addition to plan check services, inspection and permit center counter coverage by consultants is requested as needed. These services are utilized to backfill in-house position vacancies and staff absences during scheduled time off and are also funded by building permit fee revenue. These types of consultant costs represent approximately three percent of building

permit revenue for the current fiscal year.

Fee revenue and on-call consultant costs for the current fiscal year to date, as well as the past two fiscal years are outlined in the table below. Consultant costs toward the aggregate for the fiscal year-to-date are approximately $1,067,121 (including fire plan check costs). Current trends are expected to continue, with an ongoing need for on-call consultant services commensurate with the level of applications from which fee revenues are derived.

Staff notes that the decline in consultant costs is directly tied to an effort to bring more plan check services “in-house” using City plan-checking staff with the capability to undertake this work. This approach provides greater consistency and a better customer service experience, particularly for small projects/builders; and means a higher proportion of building permit fee revenue is being used to offset personnel costs in the Building and Safety Division. Despite this, given that the plan check workload can fluctuate significantly over time, and large, complex buildings require certain specialist technical skills (e.g., structural engineering) that City staff do not have, there remains a need and a value to having on-call consultants available.

FISCAL
YEAR

PLAN CHECK FEE
REVENUE*

BUILDING PERMIT
FEE REVENUE*

ON-CALL CONSULTANT
COSTS*
2022/23 $3,103,028 $2,764,545 $1,900,845
2023/24 $1,854,281 $2,745,024 $660,808
2024/25 (YTD) $1,853,482 $1,342,371 $1,042,341
*Note: These numbers do not include fire plan check revenue and LPFD costs for fire plan review, which are managed through LPFD accounts. However, the aggregate maximum annual compensation across the five contracts includes costs for fire plan check. Fire plan check consultant costs totaled $37,335 in FY 2022/23, $38,780 in FY 2023/24, and $24,780 year-to-date in FY 2024/25.

The City has existing agreements with four of the five consulting firms being recommended for the current on-call contract cycle; all of these agreements expire on June 30, 2025.

Based on their ongoing satisfactory performance and qualifications, staff recommends approval of the attached agreements with 4LEAF, Inc., Independent Code Consultants, Inc., True North Compliance Services, Inc., TRB + Associates, Inc., and West Coast Code Consultants, Inc., to provide building and fire code plan review, counter coverage, and inspection services, and to meet anticipated demand for plan review and specialty inspection services. Additionally, staff requests the City Manager be authorized to approve up to two one- year extensions to these agreements (up to a total five-year term, in accordance with the City Purchasing Policy).

Staff recommends the City Council authorize an annual maximum compensation aggregate of $1,039,500 across the five agreements, for a total of $3,118,500 over the initial three-year term of the contracts) The FY 2025/26 - FY 2026/27 budget, soon to be considered by the City Council, will include the necessary Professional Services budget to cover the annual aggregate for the first two years of the contracts, and will also include the projected plan check and building permit revenue of $9 million over the same two-year budget period ($4.5 million in revenue per year). The third year of the contracts will be budgeted in the next two-year budget

cycle (FY 2027/28), and any necessary adjustments to the aggregate amount based on projected workload and revenues may be made by the City Manager at that time.

To manage consultant workload and budget, staff recommends the Director of Community Development be authorized to allocate/adjust the aggregate amount among the consultant firms as necessary, and that the City Manager be authorized to modify the annual aggregate if necessary to accommodate additional significant unanticipated workload (e.g., additional large projects not currently projected). Fee revenue collected on any previously-unanticipated project would result in additional revenue adjustments, which would offset any necessary increase in consultant costs. Such modifications would be based on application and fee levels, which directly impact the need for and costs of the on-call consultant services. Modifications approved by the City Manager would subsequently be incorporated into the next budget cycle’s revenues and expenditures, as necessary.

EQUITY AND SUSTAINABILITY
Not applicable, as this item is a routine matter of City business.

OUTREACH
No public outreach was conducted, as this item is a routine matter of City business.

STRATEGIC PLAN ALIGNMENT
Approval of this action advances the Citywide strategic plan goal of Optimizing Our Organization wherein the use of on-call consultants allows the City to augment in-house staff for on-call building and fire code plan review, inspection, and permit counter services, with cost recovery through building permit revenues. This is necessary to ensure adequate Community Development Department and Fire Department resources are available to meet the demand for permitting- and construction-related services, and that specialist plan check services, beyond the expertise of City staff, can be provided for major projects.

FISCAL IMPACT
These on-call contracts are fully funded each year through revenue associated with plan review, building permit, and fire plan review applicant fees. This funding is established in the Building Division Professional Services program (00130500-430101). The annual aggregate maximum of $1,039,500 is included in the FY 2025/26 and FY 2026/27 budget (total of $2,079,000 over the two-year budget). The budget covering the third year of the contract, FY 2027/28, will be developed and approved during the next two-year budget cycle. While the current Council action outlines the $1,039,500 aggregate continuing in the third year of the contracts, that aggregate amount may be adjusted as necessary by the City Manager, relative to that year's available budget and revenue expectations. As noted, there is no guaranteed amount of work or compensation for any of the consultants, in any year.

Fee revenue is projected at a total of $4.5 million annually for plan check and building permit fees in the proposed FY 2025/26 and 2026/27 budget (total of $9.0 million in revenue over the two years). Any future City Manager-authorized adjustments to the aggregate would be based on a proportional increase in fee revenue, as increased applicant activity may necessitate an increase in consultant services.

Prepared by: Submitted by: Approved by:

Robert Queirolo Ellen Clark, Director of Community
Development

Gerry Beaudin, City
Manager

Attachments:

1. Professional Services Agreement - 4Leaf

2. Professional Services Agreement - Independent Code Consultants

3. Professional Services Agreement - TRB + Associates

4. Professional Services Agreement - True North Compliance Services

5. Professional Services Agreement - West Coast Code Consultants

ATTACHMENT 1

PROFESSIONAL SERVICES AGREEMENT
THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement is entered into this 1st day of July, 2025, between the CITY OF PLEASANTON, a municipal corporation (“City”), and 4 Leaf, Inc, a California corporation, whose address is 2126 Rheem Drive, Pleasanton CA 94588, and telephone number is (925) 462-5959, (“Consultant”).

RECITALS
A. Consultant is qualified to and experienced in providing plan review, permit counter and inspection services for the purposes specified in this Agreement.

B. City finds it necessary and advisable to use the services of the Consultant for the purposes provided in this Agreement.

NOW THEREFORE, in consideration of the mutual covenants and conditions in this Agreement, City and Consultant agree as follows:

1. Consultant’s Services. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in Exhibit A. Consultant shall provide said services at that time, place and in the manner specified in Exhibit A.

2. City Assistance, Facilities, Equipment and Clerical Support. Except as set forth in Exhibit A, Consultant shall, at its sole cost and expense, furnish all facilities and equipment that may be required for furnishing services pursuant to this Agreement. City shall furnish to Consultant only the facilities and equipment listed in Exhibit A according to the terms and conditions set forth in Exhibit A.

3. Term. This contract shall commence on the date written above and shall expire on June 30, 2028. The City, at its discretion may extend the agreement for up to two additional one-year terms at the same terms and conditions contained within this Agreement.

4. Compensation. City shall pay Consultant for services rendered pursuant to this Agreement as described more particularly in Exhibit B. The payments shall be made on a monthly basis upon receipt and approval of Consultant’s invoice. Total compensation for services and reimbursement for costs shall not exceed the overall annual aggregate amount (cumulative for the five on-call Consultant Agreements) as approved by City Council or amended by the City Manager.
a. Invoices submitted to City must contain a brief description of work performed, time used and City reference number. Payment shall be made within thirty (30) days of receipt of Consultant’s invoice and approved by City.

b. Upon completion of work and acceptance by City, Consultant shall have sixty (60) days in which to submit final invoicing for payment. An extension may be granted by City upon receiving a written request thirty (30) days in advance of said time limitation. The City shall have no obligation or liability to pay any invoice for work performed which the Consultant fails or neglects to submit within sixty (60) days, or any extension thereof granted by the City, after the work is accepted by the City.

5. Sufficiency of Consultant’s Work. All work product and all other documents prepared by Consultant shall be adequate and sufficient to meet the purposes for which they are prepared.

6. Ownership of Work. All work product and all other documents completed or partially completed by Consultant in the performance of this Agreement shall become the property of the City. All materials shall be delivered to the City upon completion or termination of the work under this Agreement. If any materials are lost, damaged or destroyed before final delivery to the City, the Consultant shall replace them at its own expense. Any and all copyrightable subject matter in all materials is hereby assigned to the City and the Consultant agrees to execute any additional documents that may be necessary to evidence such assignment. Consultant shall keep materials confidential. Materials shall not be used for purposes other than performance of services under this Agreement and shall not be disclosed to anyone not connected with these services, unless the City provides prior written consent.

7. Changes. City may request changes in the scope of services to be provided by Consultant.

Any changes and related fees shall be mutually agreed upon between the parties and subject to a written amendment to this Agreement.

8. Consultant’s Status. In performing the obligations set forth in this Agreement, Consultant shall have the status of an independent contractor and Consultant shall not be considered to be an employee of the City for any purpose. All persons working for or under the direction of Consultant are its agents and employees and are not agents or employees of City.

9. Termination for Convenience of City. The City may terminate this Agreement at any time by mailing a notice in writing to Consultant. The Agreement shall then be deemed terminated, and no further work shall be performed by Consultant. If the Agreement is so terminated, the Consultant shall be paid for that percentage of the work actually completed at the time the notice of termination is received.

10. Non-Assignability. The Consultant shall not assign, sublet, or transfer this Agreement or any interest or obligation in the Agreement without the prior written consent of the City, and then only upon such terms and conditions as City may set forth in writing. Consultant shall be solely responsible for reimbursing subcontractors.

11. Indemnity and Hold Harmless. Consultant shall defend, indemnify, and hold harmless, the City and its officers, agents and employees from and against all claims, losses, damage, injury, and liability for damages arising from, or alleged to have arisen from, errors, omissions, negligent or wrongful acts of the Consultant in the performance of its services under this

Agreement, regardless of whether the City has reviewed or approved the work or services which has given rise to the claim, loss, damage, injury or liability for damages. This indemnification shall extend for a reasonable period of time after completion of the project as well as during the period of actual performance of services under this Agreement. The City’s acceptance of the insurance certificates required under this Agreement does not relieve the Consultant from its obligation under this paragraph.

12. Insurance. During the term of this Agreement, Consultant shall maintain in full force and effect, at its own cost and expense, insurance coverages with insurers with an A.M. Best’s rating of no less than A:VII. Contractor shall have the obligation to furnish City, as additional insured, the minimum coverages identified below, or such greater or broader coverage for City, if available in the Contractor’s policies:
a. General Liability and Bodily Injury Insurance. Commercial general liability insurance with limits of at least $2,000,000 combined limit for bodily injury and property damage that provides that the City, its officers, employees and agents are named as additional insureds under the policy as evidenced by an additional insured endorsement satisfactory to the City Attorney.

The policy shall state in writing either on the Certificate of Insurance or attached rider that this insurance will operate as primary insurance for work performed by Consultant and its subconsultants, and that no other insurance effected by City or other named insured will be called on to cover a loss.
b. Automobile Liability Insurance. Automobile liability insurance with limits not less than $2,000,000 per person/per occurrence.
c. Workers’ Compensation Insurance. Workers’ Compensation Insurance for all of Consultant’s employees, in strict compliance with State laws, including a waiver of subrogation and Employer’s Liability Insurance with limits of at least $1,000,000. d. Professional Liability Insurance. Professional liability insurance in the amount of $2,000,000.
e. Certificate of Insurance. Consultant shall file a certificate of insurance with the City prior to the City’s execution of this Agreement, and prior to engaging in any operation or activity set forth in this Agreement. The Certificate of Insurance shall provide in writing that the insurance afforded by this Certificate shall not be suspended, voided, canceled, reduced in coverage or in limits without providing notice to the City in accordance with California Insurance Code section 677.2 which requires the notice of cancellation to: 1) include the effective date of the cancellation; 2) include the reasons for the cancellation; and 3) be given at least 30 days prior to the effective date of the cancellation, except that in the case of cancellation for nonpayment of premiums or for fraud, the notice shall be given no less than 10 days prior to the effective date of the cancellation. Notice shall be sent by certified mail, return receipt requested. In addition, the insured shall provide thirty (30) days prior written notice to the City of any cancellation, suspension, reduction of coverage or in limits, or voiding of the insurance coverage required by this agreement. The City reserves the right to require complete certified copies of policies.

f. Waiver of Subrogation. The insurer agrees to waive all rights of subrogation against the City, its officers, employees and agents.
g. Defense Costs. Coverage shall be provided on a “pay on behalf of” basis, with defense costs payable in addition to policy limits. There shall be no cross liability exclusions. These provisions do not apply to Professional Liability.
h. Subcontractors. Consultant shall include all subcontractors as insured under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated in this Agreement, including but not limited naming additional insureds.

13. Notices. All notices herein required shall be in writing and shall be sent by certified or registered mail, postage prepaid, addressed as follows:

To Consultant: Kevin J Duggan To City: City Manager 4Leaf, Inc. City of Pleasanton
2126 Rheem Drive P.O. Box 520
Pleasanton, CA 94588 Pleasanton, CA 94566

14. Conformance to Applicable Laws. Consultant shall comply with all applicable Federal, State, and Municipal laws, rules, and ordinances. Consultant shall not discriminate in the employment of persons or in the provision of services under this Agreement on the basis of any legally protected classification, including race, color, national origin, ancestry, sex or religion of such person.

15. Licenses, Certifications and Permits. Prior to the City’s execution of this Agreement and prior to the Consultant’s engaging in any operation or activity set forth in this Agreement, Consultant shall obtain a City of Pleasanton business license, which must be kept in effect during the term of this Agreement. Consultant covenants that it has obtained all certificates, licenses, permits and the like required to perform the services under this Agreement.

16. Records and Audits. Consultant shall maintain all records regarding this Agreement and the services performed for a period of three years from the date that final payment is made. At any time during normal business hours, the records shall be made available to the City to inspect and audit.

17. Confidentiality. Consultant shall exercise reasonable precautions to prevent the unauthorized disclosure and use of City reports, information or conclusions.

18. Conflicts of Interest. Consultant covenants that other than this Agreement, Consultant has no financial interest with any official, employee or other representative of the City. Consultant and its principals do not have any financial interest in real property, sources of income or investment that would be affected in any manner of degree by the performance of Consultant’s

services under this Agreement. If such an interest arises, Consultant will immediately notify the City.

19. Waiver. In the event either City or Consultant at any time waive any breach of this Agreement by the other, such waiver shall not constitute a waiver of any other or succeeding breach of this Agreement, whether of the same or of any other covenant, condition or obligation.

20. Governing Law. California law shall govern any legal action pursuant to this Agreement with venue in the applicable court or forum for Alameda County.

21. No Personal Liability. No official or employee of City shall be personally liable to Consultant in the event of any default or breach by the City or for any amount due Consultant.

22. Exhibits. All exhibits referred to herein are attached hereto and are by this reference incorporated herein.

23. Counterparts and Electronic Signatures. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement. Counterparts may be delivered via facsimile, electronic mail (including pdf or any electronic signature complying with U.S. federal E-Sign Act of 2000 (15 U.S. Code §7001 et seq.), California Uniform Electronic Transactions Act (Cal. Civil Code §1633.1 et seq.), or other applicable law) or other transmission method, and any counterpart so delivered shall be deemed to have been duly and validly delivered and be valid and effective for all purposes.

24. Scope of Agreement. This writing constitutes the entire Agreement between the parties.

Any modification to the Agreement shall be in writing and signed by both parties.

THIS AGREEMENT executed the date and year first above written.

CITY OF PLEASANTON CONSULTANT
__________________________ By: __________________________ Gerry Beaudin, City Manager Signature
ATTEST: __________________________
Print name
__________________________
Jocelyn Kwong, City Clerk Its: __________________________ Title

Approved as to form:
_____________________________ By: __________________________ Daniel G. Sodergren, City Attorney Signature
__________________________
Print name
Its: __________________________
Title [If Consultant is a corporation, signatures must comply with California Corporations Code §313]

Exhibit A
Consultant shall perform on-call plan review, counter and/or field inspection services enforcing provisions of the City’s Building, Electrical, Plumbing, Mechanical and Housing Codes, the City of Pleasanton’s Zoning Ordinances and related Building Division Policies, and State and local laws.

On-Call Plan Review Services:

1. Plan check shall be performed at the consultant’s offices unless space is available at the City office.

2. Consultant will be provided access to City permitting (Accela) and plan checking (DigEPlan) software with remote access and update plan review status accordingly.

3. Consultant shall assign personnel who are professionally qualified by both experience and certifications to perform commercial and/or residential construction document plan check.

4. Consultant shall designate one individual as the responsible contact for all communications between the City and consultant.

5. Consultant shall furnish assigned personnel with all necessary materials, resources and training to conduct plan check, including a current copy of applicable City amendments, policies, procedures and forms.

6. Plan check approval shall not be recommended to the City until all code compliance issues are resolved to the best of consultant’s knowledge and all permit issuance requirements of the Building Division are satisfied. Consultant shall contact the City if there are questions.

7. Consultant shall respond within one business day upon each notification that a plan check is authorized.

8. Consultant will be assigned projects through Accela and will utilize DigEplan to perform all reviews. If consultants need multiple DigEplan users, they must contact the City to add additional license holders.

9. Plan review comment letters will be generated by City staff utilizing DigEplan software technology on City letterhead. Consultants shall put a comment on the first page with their name, company name and contact info to identify themselves for the city or the applicant to contact them if there are questions about the review.

10. Consultant shall conduct each plan check in a timely manner and within time-frame guidelines established by the City (due date listed in Accela). Consultants must stamp all approved plans with their company provided stamp in DigEplan.

11. Consultant shall conduct and coordinate all communications with the City’s designated representative. The consultant shall be available to contact the applicant directly unless otherwise directed by the City.

12. Code interpretations are subject to final review and approval by the Chief Building Official.

All plan review comments are subject to review by the City.

13. Consultant shall be available within one business day to respond to questions from the City that may be generated during field inspection for each authorized plan check that is subsequently issued a permit for construction.

14. Consultant shall be familiar with and enforce appropriately the City’s adopted codes and amendments.

A) Plan Check Services

1. Plan Review Level “A” Hourly Fee per Exhibit B (not to exceed 65% of Plan Review Fee)
Complete structural and nonstructural building and fire/life safety plan review, including CBC, CRC, CMC, CPC, CEC (California Electrical Code), CFC, California Energy Efficiency Standards, CALGreen, (California Green Building Code), Stormwater treatment and/or management, and City of Pleasanton specific regulations and policies, as applicable.

2. Plan Review Level “B” Hourly Fee per Exhibit B (not to exceed 55% of Plan Review Fee)
Complete nonstructural building plan review including CBC, CRC, CMC, CPC, CEC (California Electrical Code), CFC, California Energy Efficiency Standards, CALGreen, (California Green Building Code), Stormwater treatment and/or management, and City of Pleasanton specific regulations and policies, as applicable.

3. Plan Review Level “C” Hourly Fee per Exhibit B (not to exceed 40% of Plan Review Fee)
Complete structural building plan review including CBC, CRC and City of Pleasanton specific regulations and policies, as applicable.

4. Plan Review Level “D”
Hourly Fee per Exhibit B for nonstructural plan review services.

5. Plan Review Level “E”
Hourly Fee per Exhibit B for structural plan review services.

6. Plan Review Level “F” –Hourly Fee per Exhibit B (not to exceed 30% of Permit Fee) Complete fire sprinkler, fire alarm, commercial hood or hazardous material plan review of all Fire Permits, including CFC, and City of Pleasanton and Livermore-Pleasanton Fire Department specific regulations and policies, as applicable.

B) Inspection and Permit Technician Services

1. Inspection Services
Hourly fee per Exhibit B for building inspection services covering building, plumbing, mechanical, and electrical trades.

2. Permit Technician Services
Hourly fee per Exhibit B for in-house permit processing services.

Miscellaneous Services:

1.Code Enforcement:

When requested and under the direction of the Chief Building Official, Consultant shall enforce the City Codes by inspection and when required investigation of complaints regarding sub-standard building conditions and when necessary, prepare cases for citation hearings, criminal proceedings in municipal court, and/or civil abatement proceedings.

Fees for such services shall be paid on a time and material basis at the hourly rate as assigned for normal plan review work.

2.Emergency Preparedness:

Under the direction of the Chief Building Official or other authorized representative of the City, the Consultant will assist the City of Pleasanton in emergency preparedness, building damage assessment and emergency response.

3.Emergency Operations Assistance:

Consultant will maintain current skills in emergency response. Consultant hereby agrees to the following terms and conditions in the event of a local or regional emergency:
a. Report into the City of Pleasanton Emergency Operation Center (EOC). Contract personnel will make a reasonable effort to report to the Chief Building Official, Permit Center or the City of Pleasanton EOC as soon as possible following a local or regional emergency.
b. The Consultant shall provide contract personnel and Consultant resources available for emergency response at the same hourly rates and conditions specified in this Agreement. If City has a need for the consultant to work overtime in an emergency event, the consultant shall be compensated for overtime per state law. c. The CONSULTANT acknowledges that emergency response work may require variations in work hours and assignments.

Miscellaneous Duties Compensation:

Consultant shall perform other related activities and duties as requested by the City. Fees for such services shall be paid on a time and material basis at the hourly rate as assigned for plan review, counter and/or inspection services, as required.

Compensation Terms:

An hourly fee increase will be provided annually based on the latest published Engineering News Record (ENR) Construction Cost Index (CCI) for the San Francisco Bay Area (rounded up to nearest dollar). Consultant must provide the City an updated rate sheet reflecting the new rates each year.

SECTION F: COST PROPOSAL
A)Plan Check Services

1.Plan Review Level “A” – $160 per Hourly Fee (not to exceed 65% of Plan Review Fee)
Complete structural and nonstructural building and fire/life safety plan review, including CBC, CRC, CMC, CPC, CEC (California Electrical Code), CFC, California Energy Efficiency Standards, CALGreen, (California Green Building Code), Stormwater treatment and/or management, and City of Pleasanton specific regulations and policies, as applicable.

2.Plan Review Level “B” – $160 per Hourly Fee (not to exceed 55% of Plan Review Fee)
Complete nonstructural building plan review including CBC, CRC, CMC, CPC, CEC (California Electrical Code), CFC, California Energy Efficiency Standards, CALGreen, (California Green Building Code), Stormwater treatment and/or management, and City of Pleasanton specific regulations and policies, as applicable.

3.Plan Review Level “C” – $160 per Hourly Fee (not to exceed 40% of Plan Review Fee)
Complete structural building plan review including CBC, CRC and City of Pleasanton specific regulations and policies, as applicable.

4.Plan Review Level “D”
$150.00 Hourly fee for nonstructural plan review services.

5.Plan Review Level “E”
$160.00 Hourly fee for structural plan review services.

6.Plan Review Level “F” – $160 per Hourly Fee (not to exceed 3 0% of Plan Review Fee)
Complete fire sprinkler, fire alarm, commercial hood or hazardous material plan review of all Fire Permits, including CFC, and City of Pleasanton and Livermore-Pleasanton Fire Department specific regulations and policies, as applicable.

Level A
Review
Level B
Review
Level C
Review
Level D
Review
Level E
Review
Level F
Review
(Complete
Structural
& Non-
Structural
(Complete
Non-
Structural
Review)
(Complete
Structural
Only Review)
(Hourly Fee
for Non-
Structural
Review)
(Hourly Fee
for
Structural
Review)
(Complete
Fire
Sprinkler,
Alarm,
Exhibit B

Review) Commercial
Hood, or
Hazmat
Review)
$160 per
Hour Total
Cost Not To
Exceed
65%
$160 per
Hour Total
Cost Not To
Exceed
55%
$160 per
Hour Total
Cost Not To
Exceed
40%
$150 per
Hour
$160 per
Hour
$160 per
Hour Total
Cost Not To
Exceed
30%
B)Inspection and Permit Technician Services

1.Inspection Services
$130.00 Hourly fee for building inspection services covering building, plumbing, mechanical, and electrical trades.

2.Permit Technician Services
$85.00 Hourly fee for in-house permit processing services.

ATTACHMENT 2

PROFESSIONAL SERVICES AGREEMENT
THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement is entered into this 1st day of July, 2025, between the CITY OF PLEASANTON, a municipal corporation (“City”), and Independent Code Consultants, Inc, a California corporation, whose address is 5870 Stoneridge Mall Road, Suite 200, Pleasanton Ca 94588, and telephone number is (925) 264-9559, (“Consultant”).

RECITALS
A. Consultant is qualified to and experienced in providing plan review, permit counter and inspection services for the purposes specified in this Agreement.

B. City finds it necessary and advisable to use the services of the Consultant for the purposes provided in this Agreement.

NOW THEREFORE, in consideration of the mutual covenants and conditions in this Agreement, City and Consultant agree as follows:

1. Consultant’s Services. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in Exhibit A. Consultant shall provide said services at that time, place and in the manner specified in Exhibit A.

2. City Assistance, Facilities, Equipment and Clerical Support. Except as set forth in Exhibit A, Consultant shall, at its sole cost and expense, furnish all facilities and equipment that may be required for furnishing services pursuant to this Agreement. City shall furnish to Consultant only the facilities and equipment listed in Exhibit A according to the terms and conditions set forth in Exhibit A.

3. Term. This contract shall commence on the date written above and shall expire on June 30, 2028. The City, at its discretion may extend the agreement for up to two additional one-year terms at the same terms and conditions contained within this Agreement.

4. Compensation. City shall pay Consultant for services rendered pursuant to this Agreement as described more particularly in Exhibit B. The payments shall be made on a monthly basis upon receipt and approval of Consultant’s invoice. Total compensation for services and reimbursement for costs shall not exceed the overall annual aggregate amount (cumulative for the five on-call Consultant Agreements) as approved by City Council or amended by the City Manager.

a. Invoices submitted to City must contain a brief description of work performed, time used and City reference number. Payment shall be made within thirty (30) days of receipt of Consultant’s invoice and approved by City.
b. Upon completion of work and acceptance by City, Consultant shall have sixty (60) days in which to submit final invoicing for payment. An extension may be granted by City upon receiving a written request thirty (30) days in advance of said time limitation. The City shall have no obligation or liability to pay any invoice for work performed which the Consultant fails or neglects to submit within sixty (60) days, or any extension thereof granted by the City, after the work is accepted by the City.

5. Sufficiency of Consultant’s Work. All work product and all other documents prepared by Consultant shall be adequate and sufficient to meet the purposes for which they are prepared.

6. Ownership of Work. All work product and all other documents completed or partially completed by Consultant in the performance of this Agreement shall become the property of the City. All materials shall be delivered to the City upon completion or termination of the work under this Agreement. If any materials are lost, damaged or destroyed before final delivery to the City, the Consultant shall replace them at its own expense. Any and all copyrightable subject matter in all materials is hereby assigned to the City and the Consultant agrees to execute any additional documents that may be necessary to evidence such assignment. Consultant shall keep materials confidential. Materials shall not be used for purposes other than performance of services under this Agreement and shall not be disclosed to anyone not connected with these services, unless the City provides prior written consent.

7. Changes. City may request changes in the scope of services to be provided by Consultant.

Any changes and related fees shall be mutually agreed upon between the parties and subject to a written amendment to this Agreement.

8. Consultant’s Status. In performing the obligations set forth in this Agreement, Consultant shall have the status of an independent contractor and Consultant shall not be considered to be an employee of the City for any purpose. All persons working for or under the direction of Consultant are its agents and employees and are not agents or employees of City.

9. Termination for Convenience of City. The City may terminate this Agreement at any time by mailing a notice in writing to Consultant. The Agreement shall then be deemed terminated, and no further work shall be performed by Consultant. If the Agreement is so terminated, the Consultant shall be paid for that percentage of the work actually completed at the time the notice of termination is received.

10. Non-Assignability. The Consultant shall not assign, sublet, or transfer this Agreement or any interest or obligation in the Agreement without the prior written consent of the City, and then only upon such terms and conditions as City may set forth in writing. Consultant shall be solely responsible for reimbursing subcontractors.

11. Indemnity and Hold Harmless. Consultant shall defend, indemnify, and hold harmless, the City and its officers, agents and employees from and against all claims, losses, damage, injury, and liability for damages arising from, or alleged to have arisen from, errors, omissions, negligent or wrongful acts of the Consultant in the performance of its services under this Agreement, regardless of whether the City has reviewed or approved the work or services which has given rise to the claim, loss, damage, injury or liability for damages. This indemnification shall extend for a reasonable period of time after completion of the project as well as during the period of actual performance of services under this Agreement. The City’s acceptance of the insurance certificates required under this Agreement does not relieve the Consultant from its obligation under this paragraph.

12. Insurance. During the term of this Agreement, Consultant shall maintain in full force and effect, at its own cost and expense, insurance coverages with insurers with an A.M. Best’s rating of no less than A:VII. Contractor shall have the obligation to furnish City, as additional insured, the minimum coverages identified below, or such greater or broader coverage for City, if available in the Contractor’s policies:
a. General Liability and Bodily Injury Insurance. Commercial general liability insurance with limits of at least $2,000,000 combined limit for bodily injury and property damage that provides that the City, its officers, employees and agents are named as additional insureds under the policy as evidenced by an additional insured endorsement satisfactory to the City Attorney.

The policy shall state in writing either on the Certificate of Insurance or attached rider that this insurance will operate as primary insurance for work performed by Consultant and its subconsultants, and that no other insurance effected by City or other named insured will be called on to cover a loss.
b. Automobile Liability Insurance. Automobile liability insurance with limits not less than $2,000,000 per person/per occurrence.
c. Workers’ Compensation Insurance. Workers’ Compensation Insurance for all of Consultant’s employees, in strict compliance with State laws, including a waiver of subrogation and Employer’s Liability Insurance with limits of at least $1,000,000. d. Professional Liability Insurance. Professional liability insurance in the amount of $2,000,000.
e. Certificate of Insurance. Consultant shall file a certificate of insurance with the City prior to the City’s execution of this Agreement, and prior to engaging in any operation or activity set forth in this Agreement. The Certificate of Insurance shall provide in writing that the insurance afforded by this Certificate shall not be suspended, voided, canceled, reduced in coverage or in limits without providing notice to the City in accordance with California Insurance Code section 677.2 which requires the notice of cancellation to: 1) include the effective date of the cancellation; 2) include the reasons for the cancellation; and 3) be given at least 30 days prior to the effective date of the cancellation, except that in the case of cancellation for nonpayment of premiums or for fraud, the notice shall be given no less than 10 days prior to the effective date of the cancellation. Notice shall be sent by certified mail, return receipt requested. In addition, the insured shall provide thirty (30) days prior written notice to the City

of any cancellation, suspension, reduction of coverage or in limits, or voiding of the insurance coverage required by this agreement. The City reserves the right to require complete certified copies of policies.
f. Waiver of Subrogation. The insurer agrees to waive all rights of subrogation against the City, its officers, employees and agents.
g. Defense Costs. Coverage shall be provided on a “pay on behalf of” basis, with defense costs payable in addition to policy limits. There shall be no cross liability exclusions. These provisions do not apply to Professional Liability.
h. Subcontractors. Consultant shall include all subcontractors as insured under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated in this Agreement, including but not limited naming additional insureds.

13. Notices. All notices herein required shall be in writing and shall be sent by certified or registered mail, postage prepaid, addressed as follows:

To Consultant: Abigail Obligacion To City: City Manager Independent Code Consultants, Inc. City of Pleasanton 5870 Stoneridge Mall Road, Suite 200 P.O. Box 520 Pleasanton, Ca 94588 Pleasanton, CA 94566

14. Conformance to Applicable Laws. Consultant shall comply with all applicable Federal, State, and Municipal laws, rules, and ordinances. Consultant shall not discriminate in the employment of persons or in the provision of services under this Agreement on the basis of any legally protected classification, including race, color, national origin, ancestry, sex or religion of such person.

15. Licenses, Certifications and Permits. Prior to the City’s execution of this Agreement and prior to the Consultant’s engaging in any operation or activity set forth in this Agreement, Consultant shall obtain a City of Pleasanton business license, which must be kept in effect during the term of this Agreement. Consultant covenants that it has obtained all certificates, licenses, permits and the like required to perform the services under this Agreement.

16. Records and Audits. Consultant shall maintain all records regarding this Agreement and the services performed for a period of three years from the date that final payment is made. At any time during normal business hours, the records shall be made available to the City to inspect and audit.

17. Confidentiality. Consultant shall exercise reasonable precautions to prevent the unauthorized disclosure and use of City reports, information or conclusions.

18. Conflicts of Interest. Consultant covenants that other than this Agreement, Consultant has no financial interest with any official, employee or other representative of the City. Consultant and its principals do not have any financial interest in real property, sources of income or investment that would be affected in any manner of degree by the performance of Consultant’s services under this Agreement. If such an interest arises, Consultant will immediately notify the City.

19. Waiver. In the event either City or Consultant at any time waive any breach of this Agreement by the other, such waiver shall not constitute a waiver of any other or succeeding breach of this Agreement, whether of the same or of any other covenant, condition or obligation.

20. Governing Law. California law shall govern any legal action pursuant to this Agreement with venue in the applicable court or forum for Alameda County.

21. No Personal Liability. No official or employee of City shall be personally liable to Consultant in the event of any default or breach by the City or for any amount due Consultant.

22. Exhibits. All exhibits referred to herein are attached hereto and are by this reference incorporated herein.

23. Counterparts and Electronic Signatures. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement. Counterparts may be delivered via facsimile, electronic mail (including pdf or any electronic signature complying with U.S. federal E-Sign Act of 2000 (15 U.S. Code §7001 et seq.), California Uniform Electronic Transactions Act (Cal. Civil Code §1633.1 et seq.), or other applicable law) or other transmission method, and any counterpart so delivered shall be deemed to have been duly and validly delivered and be valid and effective for all purposes.

24. Scope of Agreement. This writing constitutes the entire Agreement between the parties.

Any modification to the Agreement shall be in writing and signed by both parties.

THIS AGREEMENT executed the date and year first above written.

CITY OF PLEASANTON CONSULTANT
__________________________ By: __________________________ Gerry Beaudin, City Manager Signature
__________________________
Print name

ATTEST:
__________________________
Jocelyn Kwong, City Clerk Its: __________________________ Title
Approved as to form:
_____________________________ By: __________________________ Daniel G. Sodergren, City Attorney Signature
__________________________
Print name
Its: __________________________
Title [If Consultant is a corporation, signatures must comply with California Corporations Code §313]

Exhibit A
Consultant shall perform on-call plan review, counter and/or field inspection services enforcing provisions of the City’s Building, Electrical, Plumbing, Mechanical and Housing Codes, the City of Pleasanton’s Zoning Ordinances and related Building Division Policies, and State and local laws.

On-Call Plan Review Services:

1. Plan check shall be performed at the consultant’s offices unless space is available at the City office.

2. Consultant will be provided access to City permitting (Accela) and plan checking (DigEPlan) software with remote access and update plan review status accordingly.

3. Consultant shall assign personnel who are professionally qualified by both experience and certifications to perform commercial and/or residential construction document plan check.

4. Consultant shall designate one individual as the responsible contact for all communications between the City and consultant.

5. Consultant shall furnish assigned personnel with all necessary materials, resources and training to conduct plan check, including a current copy of applicable City amendments, policies, procedures and forms.

6. Plan check approval shall not be recommended to the City until all code compliance issues are resolved to the best of consultant’s knowledge and all permit issuance requirements of the Building Division are satisfied. Consultant shall contact the City if there are questions.

7. Consultant shall respond within one business day upon each notification that a plan check is authorized.

8. Consultant will be assigned projects through Accela and will utilize DigEplan to perform all reviews. If consultants need multiple DigEplan users, they must contact the City to add additional license holders.

9. Plan review comment letters will be generated by City staff utilizing DigEplan software technology on City letterhead. Consultants shall put a comment on the first page with their name, company name and contact info to identify themselves for the city or the applicant to contact them if there are questions about the review.

10. Consultant shall conduct each plan check in a timely manner and within time-frame guidelines established by the City (due date listed in Accela). Consultants must stamp all approved plans with their company provided stamp in DigEplan.

11. Consultant shall conduct and coordinate all communications with the City’s designated representative. The consultant shall be available to contact the applicant directly unless otherwise directed by the City.

12. Code interpretations are subject to final review and approval by the Chief Building Official.

All plan review comments are subject to review by the City.

13. Consultant shall be available within one business day to respond to questions from the City that may be generated during field inspection for each authorized plan check that is subsequently issued a permit for construction.

14. Consultant shall be familiar with and enforce appropriately the City’s adopted codes and amendments.

A) Plan Check Services

1. Plan Review Level “A” Hourly Fee per Exhibit B (not to exceed 65% of Plan Review Fee)
Complete structural and nonstructural building and fire/life safety plan review, including CBC, CRC, CMC, CPC, CEC (California Electrical Code), CFC, California Energy Efficiency Standards, CALGreen, (California Green Building Code), Stormwater treatment and/or management, and City of Pleasanton specific regulations and policies, as applicable.

2. Plan Review Level “B” Hourly Fee per Exhibit B (not to exceed 55% of Plan Review Fee)
Complete nonstructural building plan review including CBC, CRC, CMC, CPC, CEC (California Electrical Code), CFC, California Energy Efficiency Standards, CALGreen, (California Green Building Code), Stormwater treatment and/or management, and City of Pleasanton specific regulations and policies, as applicable.

3. Plan Review Level “C” Hourly Fee per Exhibit B (not to exceed 40% of Plan Review Fee)
Complete structural building plan review including CBC, CRC and City of Pleasanton specific regulations and policies, as applicable.

4. Plan Review Level “D”
Hourly Fee per Exhibit B for nonstructural plan review services.

5. Plan Review Level “E”
Hourly Fee per Exhibit B for structural plan review services.

6. Plan Review Level “F” –Hourly Fee per Exhibit B (not to exceed 30% of Permit Fee) Complete fire sprinkler, fire alarm, commercial hood or hazardous material plan review of all Fire Permits, including CFC, and City of Pleasanton and Livermore-Pleasanton Fire Department specific regulations and policies, as applicable.

B) Inspection and Permit Technician Services

1. Inspection Services

Hourly fee per Exhibit B for building inspection services covering building, plumbing, mechanical, and electrical trades.

2. Permit Technician Services
Hourly fee per Exhibit B for in-house permit processing services.

Miscellaneous Services:

1.Code Enforcement:

When requested and under the direction of the Chief Building Official, Consultant shall enforce the City Codes by inspection and when required investigation of complaints regarding sub-standard building conditions and when necessary, prepare cases for citation hearings, criminal proceedings in municipal court, and/or civil abatement proceedings.

Fees for such services shall be paid on a time and material basis at the hourly rate as assigned for normal plan review work.

2.Emergency Preparedness:

Under the direction of the Chief Building Official or other authorized representative of the City, the Consultant will assist the City of Pleasanton in emergency preparedness, building damage assessment and emergency response.

3.Emergency Operations Assistance:

Consultant will maintain current skills in emergency response. Consultant hereby agrees to the following terms and conditions in the event of a local or regional emergency:
a. Report into the City of Pleasanton Emergency Operation Center (EOC). Contract personnel will make a reasonable effort to report to the Chief Building Official, Permit Center or the City of Pleasanton EOC as soon as possible following a local or regional emergency.
b. The Consultant shall provide contract personnel and Consultant resources available for emergency response at the same hourly rates and conditions specified in this Agreement. If City has a need for the consultant to work overtime in an emergency event, the consultant shall be compensated for overtime per state law. c. The CONSULTANT acknowledges that emergency response work may require variations in work hours and assignments.

Miscellaneous Duties Compensation:

Consultant shall perform other related activities and duties as requested by the City. Fees for such services shall be paid on a time and material basis at the hourly rate as assigned for plan review, counter and/or inspection services, as required.

Compensation Terms:

An hourly fee increase will be provided annually based on the latest published Engineering News Record (ENR) Construction Cost Index (CCI) for the San Francisco Bay Area (rounded up to nearest dollar). Consultant must provide the City an updated rate sheet reflecting the new rates each year.

ATTACHMENT 3

PROFESSIONAL SERVICES AGREEMENT
THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement) is entered into this 1st day of July, 2025, between the CITY OF PLEASANTON, a municipal corporation (“City”), and TRB + Associates, Inc, a California corporation, whose address is 3180 Crow Canyon Place, Suite 216, San Ramon CA 94583, and telephone number is (925) 866-2633, (“Consultant”).

RECITALS
A. Consultant is qualified to and experienced in providing plan review, permit counter and inspection services for the purposes specified in this Agreement.

B. City finds it necessary and advisable to use the services of the Consultant for the purposes provided in this Agreement.

NOW THEREFORE, in consideration of the mutual covenants and conditions in this Agreement, City and Consultant agree as follows:

1. Consultant’s Services. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in Exhibit A. Consultant shall provide said services at that time, place and in the manner specified in Exhibit A.

2. City Assistance, Facilities, Equipment and Clerical Support. Except as set forth in Exhibit A, Consultant shall, at its sole cost and expense, furnish all facilities and equipment that may be required for furnishing services pursuant to this Agreement. City shall furnish to Consultant only the facilities and equipment listed in Exhibit A according to the terms and conditions set forth in Exhibit A.

3. Term. This contract shall commence on the date written above and shall expire on June 30, 2028. The City, at its discretion may extend the agreement for up to two additional one-year terms at the same terms and conditions contained within this Agreement.

4. Compensation. City shall pay Consultant for services rendered pursuant to this Agreement as described more particularly in Exhibit B. The payments shall be made on a monthly basis upon receipt and approval of Consultant’s invoice. Total compensation for services and reimbursement for costs shall not exceed the overall annual aggregate amount (cumulative for the five on-call Consultant Agreements) as approved by City Council or amended by the City Manager.
a. Invoices submitted to City must contain a brief description of work performed, time used and City reference number. Payment shall be made within thirty (30) days of receipt of Consultant’s invoice and approved by City.
b. Upon completion of work and acceptance by City, Consultant shall have sixty (60) days in which to submit final invoicing for payment. An extension may be granted by City upon receiving a written request thirty (30) days in advance of said time limitation. The City shall have no obligation or liability to pay any invoice for work performed which the Consultant fails

or neglects to submit within sixty (60) days, or any extension thereof granted by the City, after the work is accepted by the City.

5. Sufficiency of Consultant’s Work. All work product and all other documents prepared by Consultant shall be adequate and sufficient to meet the purposes for which they are prepared.

6. Ownership of Work. All work product and all other documents completed or partially completed by Consultant in the performance of this Agreement shall become the property of the City. All materials shall be delivered to the City upon completion or termination of the work under this Agreement. If any materials are lost, damaged or destroyed before final delivery to the City, the Consultant shall replace them at its own expense. Any and all copyrightable subject matter in all materials is hereby assigned to the City and the Consultant agrees to execute any additional documents that may be necessary to evidence such assignment. Consultant shall keep materials confidential. Materials shall not be used for purposes other than performance of services under this Agreement and shall not be disclosed to anyone not connected with these services, unless the City provides prior written consent.

7. Changes. City may request changes in the scope of services to be provided by Consultant.

Any changes and related fees shall be mutually agreed upon between the parties and subject to a written amendment to this Agreement.

8. Consultant’s Status. In performing the obligations set forth in this Agreement, Consultant shall have the status of an independent contractor and Consultant shall not be considered to be an employee of the City for any purpose. All persons working for or under the direction of Consultant are its agents and employees and are not agents or employees of City.

9. Termination for Convenience of City. The City may terminate this Agreement at any time by mailing a notice in writing to Consultant. The Agreement shall then be deemed terminated, and no further work shall be performed by Consultant. If the Agreement is so terminated, the Consultant shall be paid for that percentage of the work actually completed at the time the notice of termination is received.

10. Non-Assignability. The Consultant shall not assign, sublet, or transfer this Agreement or any interest or obligation in the Agreement without the prior written consent of the City, and then only upon such terms and conditions as City may set forth in writing. Consultant shall be solely responsible for reimbursing subcontractors.

11. Indemnity and Hold Harmless. Consultant shall defend, indemnify, and hold harmless, the City and its officers, agents and employees from and against all claims, losses, damage, injury, and liability for damages arising from, or alleged to have arisen from, errors, omissions, negligent or wrongful acts of the Consultant in the performance of its services under this Agreement, regardless of whether the City has reviewed or approved the work or services which has given rise to the claim, loss, damage, injury or liability for damages. This indemnification shall extend for a reasonable period of time after completion of the project as well as during the period of actual performance of services under this Agreement. The City’s acceptance of the insurance certificates required under this Agreement does not relieve the Consultant from its obligation under this paragraph.

12. Insurance. During the term of this Agreement, Consultant shall maintain in full force and effect, at its own cost and expense, insurance coverages with insurers with an A.M. Best’s rating of no less than A:VII. Contractor shall have the obligation to furnish City, as additional insured, the minimum coverages identified below, or such greater or broader coverage for City, if available in the Contractor’s policies:
a. General Liability and Bodily Injury Insurance. Commercial general liability insurance with limits of at least $2,000,000 combined limit for bodily injury and property damage that provides that the City, its officers, employees and agents are named as additional insureds under the policy as evidenced by an additional insured endorsement satisfactory to the City Attorney.

The policy shall state in writing either on the Certificate of Insurance or attached rider that this insurance will operate as primary insurance for work performed by Consultant and its subconsultants, and that no other insurance effected by City or other named insured will be called on to cover a loss.
b. Automobile Liability Insurance. Automobile liability insurance with limits not less than $2,000,000 per person/per occurrence.
c. Workers’ Compensation Insurance. Workers’ Compensation Insurance for all of Consultant’s employees, in strict compliance with State laws, including a waiver of subrogation and Employer’s Liability Insurance with limits of at least $1,000,000. d. Professional Liability Insurance. Professional liability insurance in the amount of $2,000,000.
e. Certificate of Insurance. Consultant shall file a certificate of insurance with the City prior to the City’s execution of this Agreement, and prior to engaging in any operation or activity set forth in this Agreement. The Certificate of Insurance shall provide in writing that the insurance afforded by this Certificate shall not be suspended, voided, canceled, reduced in coverage or in limits without providing notice to the City in accordance with California Insurance Code section 677.2 which requires the notice of cancellation to: 1) include the effective date of the cancellation; 2) include the reasons for the cancellation; and 3) be given at least 30 days prior to the effective date of the cancellation, except that in the case of cancellation for nonpayment of premiums or for fraud, the notice shall be given no less than 10 days prior to the effective date of the cancellation. Notice shall be sent by certified mail, return receipt requested. In addition, the insured shall provide thirty (30) days prior written notice to the City of any cancellation, suspension, reduction of coverage or in limits, or voiding of the insurance coverage required by this agreement. The City reserves the right to require complete certified copies of policies.
f. Waiver of Subrogation. The insurer agrees to waive all rights of subrogation against the City, its officers, employees and agents.\
g. Defense Costs. Coverage shall be provided on a “pay on behalf of” basis, with defense costs payable in addition to policy limits. There shall be no cross liability exclusions. These provisions do not apply to Professional Liability.

h. Subcontractors. Consultant shall include all subcontractors as insured under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated in this Agreement, including but not limited naming additional insureds.

13. Notices. All notices herein required shall be in writing and shall be sent by certified or registered mail, postage prepaid, addressed as follows:

To Consultant: Todd Bailey To City: City Manager
TRB + Associates, Inc City of Pleasanton
3180 Crow Canyon Place, Suite 216 P.O. Box 520
San Ramon, CA 94583 Pleasanton, CA 94566

14. Conformance to Applicable Laws. Consultant shall comply with all applicable Federal, State, and Municipal laws, rules, and ordinances. Consultant shall not discriminate in the employment of persons or in the provision of services under this Agreement on the basis of any legally protected classification, including race, color, national origin, ancestry, sex or religion of such person.

15. Licenses, Certifications and Permits. Prior to the City’s execution of this Agreement and prior to the Consultant’s engaging in any operation or activity set forth in this Agreement, Consultant shall obtain a City of Pleasanton business license, which must be kept in effect during the term of this Agreement. Consultant covenants that it has obtained all certificates, licenses, permits and the like required to perform the services under this Agreement.

16. Records and Audits. Consultant shall maintain all records regarding this Agreement and the services performed for a period of three years from the date that final payment is made. At any time during normal business hours, the records shall be made available to the City to inspect and audit.

17. Confidentiality. Consultant shall exercise reasonable precautions to prevent the unauthorized disclosure and use of City reports, information or conclusions.

18. Conflicts of Interest. Consultant covenants that other than this Agreement, Consultant has no financial interest with any official, employee or other representative of the City. Consultant and its principals do not have any financial interest in real property, sources of income or investment that would be affected in any manner of degree by the performance of Consultant’s services under this Agreement. If such an interest arises, Consultant will immediately notify the City.

19. Waiver. In the event either City or Consultant at any time waive any breach of this Agreement by the other, such waiver shall not constitute a waiver of any other or succeeding breach of this Agreement, whether of the same or of any other covenant, condition or obligation.

20. Governing Law. California law shall govern any legal action pursuant to this Agreement with venue in the applicable court or forum for Alameda County.

21. No Personal Liability. No official or employee of City shall be personally liable to Consultant in the event of any default or breach by the City or for any amount due Consultant.

22. Exhibits. All exhibits referred to herein are attached hereto and are by this reference incorporated herein.

23. Counterparts and Electronic Signatures. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement. Counterparts may be delivered via facsimile, electronic mail (including pdf or any electronic signature complying with U.S. federal E-Sign Act of 2000 (15 U.S. Code §7001 et seq.), California Uniform Electronic Transactions Act (Cal. Civil Code §1633.1 et seq.), or other applicable law) or other transmission method, and any counterpart so delivered shall be deemed to have been duly and validly delivered and be valid and effective for all purposes.

24. Scope of Agreement. This writing constitutes the entire Agreement between the parties.

Any modification to the Agreement shall be in writing and signed by both parties.

THIS AGREEMENT executed the date and year first above written.

CITY OF PLEASANTON CONSULTANT
__________________________ By: __________________________ Gerry Beaudin, City Manager Signature
ATTEST: __________________________
Print name
__________________________
Jocelyn Kwong, City Clerk Its: __________________________ Title
Approved as to form:
_____________________________ By: __________________________ Daniel G. Sodergren, City Attorney Signature
__________________________
Print name
Its: __________________________
Title [If Consultant is a corporation, signatures must comply with California Corporations Code §313]

Exhibit A
Consultant shall perform on-call plan review, counter and/or field inspection services enforcing provisions of the City’s Building, Electrical, Plumbing, Mechanical and Housing Codes, the City of Pleasanton’s Zoning Ordinances and related Building Division Policies, and State and local laws.

On-Call Plan Review Services:

1. Plan check shall be performed at the consultant’s offices unless space is available at the City office.

2. Consultant will be provided access to City permitting (Accela) and plan checking (DigEPlan) software with remote access and update plan review status accordingly.

3. Consultant shall assign personnel who are professionally qualified by both experience and certifications to perform commercial and/or residential construction document plan check.

4. Consultant shall designate one individual as the responsible contact for all communications between the City and consultant.

5. Consultant shall furnish assigned personnel with all necessary materials, resources and training to conduct plan check, including a current copy of applicable City amendments, policies, procedures and forms.

6. Plan check approval shall not be recommended to the City until all code compliance issues are resolved to the best of consultant’s knowledge and all permit issuance requirements of the Building Division are satisfied. Consultant shall contact the City if there are questions.

7. Consultant shall respond within one business day upon each notification that a plan check is authorized.

8. Consultant will be assigned projects through Accela and will utilize DigEplan to perform all reviews. If consultants need multiple DigEplan users, they must contact the City to add additional license holders.

9. Plan review comment letters will be generated by City staff utilizing DigEplan software technology on City letterhead. Consultants shall put a comment on the first page with their name, company name and contact info to identify themselves for the city or the applicant to contact them if there are questions about the review.

10. Consultant shall conduct each plan check in a timely manner and within time-frame guidelines established by the City (due date listed in Accela). Consultants must stamp all approved plans with their company provided stamp in DigEplan.

11. Consultant shall conduct and coordinate all communications with the City’s designated representative. The consultant shall be available to contact the applicant directly unless otherwise directed by the City.

12. Code interpretations are subject to final review and approval by the Chief Building Official.

All plan review comments are subject to review by the City.

13. Consultant shall be available within one business day to respond to questions from the City that may be generated during field inspection for each authorized plan check that is subsequently issued a permit for construction.

14. Consultant shall be familiar with and enforce appropriately the City’s adopted codes and amendments.

A) Plan Check Services

1. Plan Review Level “A” Hourly Fee per Exhibit B (not to exceed 65% of Plan Review Fee)
Complete structural and nonstructural building and fire/life safety plan review, including CBC, CRC, CMC, CPC, CEC (California Electrical Code), CFC, California Energy Efficiency Standards, CALGreen, (California Green Building Code), Stormwater treatment and/or management, and City of Pleasanton specific regulations and policies, as applicable.

2. Plan Review Level “B” Hourly Fee per Exhibit B (not to exceed 55% of Plan Review Fee)
Complete nonstructural building plan review including CBC, CRC, CMC, CPC, CEC (California Electrical Code), CFC, California Energy Efficiency Standards, CALGreen, (California Green Building Code), Stormwater treatment and/or management, and City of Pleasanton specific regulations and policies, as applicable.

3. Plan Review Level “C” Hourly Fee per Exhibit B (not to exceed 40% of Plan Review Fee)
Complete structural building plan review including CBC, CRC and City of Pleasanton specific regulations and policies, as applicable.

4. Plan Review Level “D”
Hourly Fee per Exhibit B for nonstructural plan review services.

5. Plan Review Level “E”
Hourly Fee per Exhibit B for structural plan review services.

6. Plan Review Level “F” –Hourly Fee per Exhibit B (not to exceed 30% of Permit Fee) Complete fire sprinkler, fire alarm, commercial hood or hazardous material plan review of all Fire Permits, including CFC, and City of Pleasanton and Livermore-Pleasanton Fire Department specific regulations and policies, as applicable.

B) Inspection and Permit Technician Services

1. Inspection Services
Hourly fee per Exhibit B for building inspection services covering building, plumbing, mechanical, and electrical trades.

2. Permit Technician Services
Hourly fee per Exhibit B for in-house permit processing services.

Miscellaneous Services:

1.Code Enforcement:

When requested and under the direction of the Chief Building Official, Consultant shall enforce the City Codes by inspection and when required investigation of complaints regarding sub-standard building conditions and when necessary, prepare cases for citation hearings, criminal proceedings in municipal court, and/or civil abatement proceedings.

Fees for such services shall be paid on a time and material basis at the hourly rate as assigned for normal plan review work.

2.Emergency Preparedness:

Under the direction of the Chief Building Official or other authorized representative of the City, the Consultant will assist the City of Pleasanton in emergency preparedness, building damage assessment and emergency response.

3.Emergency Operations Assistance:

Consultant will maintain current skills in emergency response. Consultant hereby agrees to the following terms and conditions in the event of a local or regional emergency:
a. Report into the City of Pleasanton Emergency Operation Center (EOC). Contract personnel will make a reasonable effort to report to the Chief Building Official, Permit Center or the City of Pleasanton EOC as soon as possible following a local or regional emergency.
b. The Consultant shall provide contract personnel and Consultant resources available for emergency response at the same hourly rates and conditions specified in this Agreement. If City has a need for the consultant to work overtime in an emergency event, the consultant shall be compensated for overtime per state law. c. The CONSULTANT acknowledges that emergency response work may require variations in work hours and assignments.

Miscellaneous Duties Compensation:

Consultant shall perform other related activities and duties as requested by the City. Fees for such services shall be paid on a time and material basis at the hourly rate as assigned for plan review, counter and/or inspection services, as required.

Compensation Terms:

An hourly fee increase will be provided annually based on the latest published Engineering News Record (ENR) Construction Cost Index (CCI) for the San Francisco Bay Area (rounded up to nearest dollar). Consultant must provide the City an updated rate sheet reflecting the new rates each year.

ATTACHMENT 4

PROFESSIONAL SERVICES AGREEMENT
THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement is entered into this 1st day of July, 2025, between the CITY OF PLEASANTON, a municipal corporation (“City”), and True North Compliance Services, Inc, a California corporation, whose address is 3939 Atlantic Ave.,#24 Long Beach CA 90807, and telephone number is (858) 260-0495, (“Consultant”).

RECITALS
A. Consultant is qualified to and experienced in providing plan review, permit counter and inspection services for the purposes specified in this Agreement.

B. City finds it necessary and advisable to use the services of the Consultant for the purposes provided in this Agreement.

NOW THEREFORE, in consideration of the mutual covenants and conditions in this Agreement, City and Consultant agree as follows:

1. Consultant’s Services. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in Exhibit A. Consultant shall provide said services at that time, place and in the manner specified in Exhibit A.

2. City Assistance, Facilities, Equipment and Clerical Support. Except as set forth in Exhibit A, Consultant shall, at its sole cost and expense, furnish all facilities and equipment that may be required for furnishing services pursuant to this Agreement. City shall furnish to Consultant only the facilities and equipment listed in Exhibit A according to the terms and conditions set forth in Exhibit A.

3. Term. This contract shall commence on the date written above and shall expire on June 30, 2028. The City, at its discretion may extend the agreement for up to two additional one-year terms at the same terms and conditions contained within this Agreement.

4. Compensation. City shall pay Consultant for services rendered pursuant to this Agreement as described more particularly in Exhibit B. The payments shall be made on a monthly basis upon receipt and approval of Consultant’s invoice. Total compensation for services and reimbursement for costs shall not exceed the overall annual aggregate amount (cumulative for the five on-call Consultant Agreements) as approved by City Council or amended by the City Manager.
a. Invoices submitted to City must contain a brief description of work performed, time used and City reference number. Payment shall be made within thirty (30) days of receipt of Consultant’s invoice and approved by City.

b. Upon completion of work and acceptance by City, Consultant shall have sixty (60) days in which to submit final invoicing for payment. An extension may be granted by City upon receiving a written request thirty (30) days in advance of said time limitation. The City shall have no obligation or liability to pay any invoice for work performed which the Consultant fails or neglects to submit within sixty (60) days, or any extension thereof granted by the City, after the work is accepted by the City.

5. Sufficiency of Consultant’s Work. All work product and all other documents prepared by Consultant shall be adequate and sufficient to meet the purposes for which they are prepared.

6. Ownership of Work. All work product and all other documents completed or partially completed by Consultant in the performance of this Agreement shall become the property of the City. All materials shall be delivered to the City upon completion or termination of the work under this Agreement. If any materials are lost, damaged or destroyed before final delivery to the City, the Consultant shall replace them at its own expense. Any and all copyrightable subject matter in all materials is hereby assigned to the City and the Consultant agrees to execute any additional documents that may be necessary to evidence such assignment. Consultant shall keep materials confidential. Materials shall not be used for purposes other than performance of services under this Agreement and shall not be disclosed to anyone not connected with these services, unless the City provides prior written consent.

7. Changes. City may request changes in the scope of services to be provided by Consultant.

Any changes and related fees shall be mutually agreed upon between the parties and subject to a written amendment to this Agreement.

8. Consultant’s Status. In performing the obligations set forth in this Agreement, Consultant shall have the status of an independent contractor and Consultant shall not be considered to be an employee of the City for any purpose. All persons working for or under the direction of Consultant are its agents and employees and are not agents or employees of City.

9. Termination for Convenience of City. The City may terminate this Agreement at any time by mailing a notice in writing to Consultant. The Agreement shall then be deemed terminated, and no further work shall be performed by Consultant. If the Agreement is so terminated, the Consultant shall be paid for that percentage of the work actually completed at the time the notice of termination is received.

10. Non-Assignability. The Consultant shall not assign, sublet, or transfer this Agreement or any interest or obligation in the Agreement without the prior written consent of the City, and then only upon such terms and conditions as City may set forth in writing. Consultant shall be solely responsible for reimbursing subcontractors.

11. Indemnity and Hold Harmless. Consultant shall defend, indemnify, and hold harmless, the City and its officers, agents and employees from and against all claims, losses, damage, injury, and liability for damages arising from, or alleged to have arisen from, errors, omissions, negligent or wrongful acts of the Consultant in the performance of its services under this

Agreement, regardless of whether the City has reviewed or approved the work or services which has given rise to the claim, loss, damage, injury or liability for damages. This indemnification shall extend for a reasonable period of time after completion of the project as well as during the period of actual performance of services under this Agreement. The City’s acceptance of the insurance certificates required under this Agreement does not relieve the Consultant from its obligation under this paragraph.

12. Insurance. During the term of this Agreement, Consultant shall maintain in full force and effect, at its own cost and expense, insurance coverages with insurers with an A.M. Best’s rating of no less than A:VII. Contractor shall have the obligation to furnish City, as additional insured, the minimum coverages identified below, or such greater or broader coverage for City, if available in the Contractor’s policies:
a. General Liability and Bodily Injury Insurance. Commercial general liability insurance with limits of at least $2,000,000 combined limit for bodily injury and property damage that provides that the City, its officers, employees and agents are named as additional insureds under the policy as evidenced by an additional insured endorsement satisfactory to the City Attorney.

The policy shall state in writing either on the Certificate of Insurance or attached rider that this insurance will operate as primary insurance for work performed by Consultant and its subconsultants, and that no other insurance effected by City or other named insured will be called on to cover a loss.
b. Automobile Liability Insurance. Automobile liability insurance with limits not less than $2,000,000 per person/per occurrence.
c. Workers’ Compensation Insurance. Workers’ Compensation Insurance for all of Consultant’s employees, in strict compliance with State laws, including a waiver of subrogation and Employer’s Liability Insurance with limits of at least $1,000,000. d. Professional Liability Insurance. Professional liability insurance in the amount of $2,000,000.
e. Certificate of Insurance. Consultant shall file a certificate of insurance with the City prior to the City’s execution of this Agreement, and prior to engaging in any operation or activity set forth in this Agreement. The Certificate of Insurance shall provide in writing that the insurance afforded by this Certificate shall not be suspended, voided, canceled, reduced in coverage or in limits without providing notice to the City in accordance with California Insurance Code section 677.2 which requires the notice of cancellation to: 1) include the effective date of the cancellation; 2) include the reasons for the cancellation; and 3) be given at least 30 days prior to the effective date of the cancellation, except that in the case of cancellation for nonpayment of premiums or for fraud, the notice shall be given no less than 10 days prior to the effective date of the cancellation. Notice shall be sent by certified mail, return receipt requested. In addition, the insured shall provide thirty (30) days prior written notice to the City of any cancellation, suspension, reduction of coverage or in limits, or voiding of the insurance coverage required by this agreement. The City reserves the right to require complete certified copies of policies.

f. Waiver of Subrogation. The insurer agrees to waive all rights of subrogation against the City, its officers, employees and agents.
g. Defense Costs. Coverage shall be provided on a “pay on behalf of” basis, with defense costs payable in addition to policy limits. There shall be no cross liability exclusions. These provisions do not apply to Professional Liability.
h. Subcontractors. Consultant shall include all subcontractors as insured under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated in this Agreement, including but not limited naming additional insureds.

13. Notices. All notices herein required shall be in writing and shall be sent by certified or registered mail, postage prepaid, addressed as follows:

To Consultant: Isam Hasenin To City: City Manager True North Compliance Services City of Pleasanton
3939 Atlantic Ave., #24 P.O. Box 520
Long Beach, CA 90807 Pleasanton, CA 94566

14. Conformance to Applicable Laws. Consultant shall comply with all applicable Federal, State, and Municipal laws, rules, and ordinances. Consultant shall not discriminate in the employment of persons or in the provision of services under this Agreement on the basis of any legally protected classification, including race, color, national origin, ancestry, sex or religion of such person.

15. Licenses, Certifications and Permits. Prior to the City’s execution of this Agreement and prior to the Consultant’s engaging in any operation or activity set forth in this Agreement, Consultant shall obtain a City of Pleasanton business license, which must be kept in effect during the term of this Agreement. Consultant covenants that it has obtained all certificates, licenses, permits and the like required to perform the services under this Agreement.

16. Records and Audits. Consultant shall maintain all records regarding this Agreement and the services performed for a period of three years from the date that final payment is made. At any time during normal business hours, the records shall be made available to the City to inspect and audit.

17. Confidentiality. Consultant shall exercise reasonable precautions to prevent the unauthorized disclosure and use of City reports, information or conclusions.

18. Conflicts of Interest. Consultant covenants that other than this Agreement, Consultant has no financial interest with any official, employee or other representative of the City. Consultant and its principals do not have any financial interest in real property, sources of income or investment that would be affected in any manner of degree by the performance of Consultant’s

services under this Agreement. If such an interest arises, Consultant will immediately notify the City.

19. Waiver. In the event either City or Consultant at any time waive any breach of this Agreement by the other, such waiver shall not constitute a waiver of any other or succeeding breach of this Agreement, whether of the same or of any other covenant, condition or obligation.

20. Governing Law. California law shall govern any legal action pursuant to this Agreement with venue in the applicable court or forum for Alameda County.

21. No Personal Liability. No official or employee of City shall be personally liable to Consultant in the event of any default or breach by the City or for any amount due Consultant.

22. Exhibits. All exhibits referred to herein are attached hereto and are by this reference incorporated herein.

23. Counterparts and Electronic Signatures. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement. Counterparts may be delivered via facsimile, electronic mail (including pdf or any electronic signature complying with U.S. federal E-Sign Act of 2000 (15 U.S. Code §7001 et seq.), California Uniform Electronic Transactions Act (Cal. Civil Code §1633.1 et seq.), or other applicable law) or other transmission method, and any counterpart so delivered shall be deemed to have been duly and validly delivered and be valid and effective for all purposes.

24. Scope of Agreement. This writing constitutes the entire Agreement between the parties.

Any modification to the Agreement shall be in writing and signed by both parties.

THIS AGREEMENT executed the date and year first above written.

CITY OF PLEASANTON CONSULTANT
__________________________ By: __________________________ Gerry Beaudin, City Manager Signature
ATTEST: __________________________
Print name
__________________________
Jocelyn Kwong, City Clerk Its: __________________________ Title

Approved as to form:
_____________________________ By: __________________________ Daniel G. Sodergren, City Attorney Signature
__________________________
Print name
Its: __________________________
Title [If Consultant is a corporation, signatures must comply with California Corporations Code §313]

Exhibit A
Consultant shall perform on-call plan review, counter and/or field inspection services enforcing provisions of the City’s Building, Electrical, Plumbing, Mechanical and Housing Codes, the City of Pleasanton’s Zoning Ordinances and related Building Division Policies, and State and local laws.

On-Call Plan Review Services:

1. Plan check shall be performed at the consultant’s offices unless space is available at the City office.

2. Consultant will be provided access to City permitting (Accela) and plan checking (DigEPlan) software with remote access and update plan review status accordingly.

3. Consultant shall assign personnel who are professionally qualified by both experience and certifications to perform commercial and/or residential construction document plan check.

4. Consultant shall designate one individual as the responsible contact for all communications between the City and consultant.

5. Consultant shall furnish assigned personnel with all necessary materials, resources and training to conduct plan check, including a current copy of applicable City amendments, policies, procedures and forms.

6. Plan check approval shall not be recommended to the City until all code compliance issues are resolved to the best of consultant’s knowledge and all permit issuance requirements of the Building Division are satisfied. Consultant shall contact the City if there are questions.

7. Consultant shall respond within one business day upon each notification that a plan check is authorized.

8. Consultant will be assigned projects through Accela and will utilize DigEplan to perform all reviews. If consultants need multiple DigEplan users, they must contact the City to add additional license holders.

9. Plan review comment letters will be generated by City staff utilizing DigEplan software technology on City letterhead. Consultants shall put a comment on the first page with their name, company name and contact info to identify themselves for the city or the applicant to contact them if there are questions about the review.

10. Consultant shall conduct each plan check in a timely manner and within time-frame guidelines established by the City (due date listed in Accela). Consultants must stamp all approved plans with their company provided stamp in DigEplan.

11. Consultant shall conduct and coordinate all communications with the City’s designated representative. The consultant shall be available to contact the applicant directly unless otherwise directed by the City.

12. Code interpretations are subject to final review and approval by the Chief Building Official.

All plan review comments are subject to review by the City.

13. Consultant shall be available within one business day to respond to questions from the City that may be generated during field inspection for each authorized plan check that is subsequently issued a permit for construction.

14. Consultant shall be familiar with and enforce appropriately the City’s adopted codes and amendments.

A) Plan Check Services

1. Plan Review Level “A” Hourly Fee per Exhibit B (not to exceed 65% of Plan Review Fee)
Complete structural and nonstructural building and fire/life safety plan review, including CBC, CRC, CMC, CPC, CEC (California Electrical Code), CFC, California Energy Efficiency Standards, CALGreen, (California Green Building Code), Stormwater treatment and/or management, and City of Pleasanton specific regulations and policies, as applicable.

2. Plan Review Level “B” Hourly Fee per Exhibit B (not to exceed 55% of Plan Review Fee)
Complete nonstructural building plan review including CBC, CRC, CMC, CPC, CEC (California Electrical Code), CFC, California Energy Efficiency Standards, CALGreen, (California Green Building Code), Stormwater treatment and/or management, and City of Pleasanton specific regulations and policies, as applicable.

3. Plan Review Level “C” Hourly Fee per Exhibit B (not to exceed 40% of Plan Review Fee)
Complete structural building plan review including CBC, CRC and City of Pleasanton specific regulations and policies, as applicable.

4. Plan Review Level “D”
Hourly Fee per Exhibit B for nonstructural plan review services.

5. Plan Review Level “E”
Hourly Fee per Exhibit B for structural plan review services.

6. Plan Review Level “F” –Hourly Fee per Exhibit B (not to exceed 30% of Permit Fee) Complete fire sprinkler, fire alarm, commercial hood or hazardous material plan review of all Fire Permits, including CFC, and City of Pleasanton and Livermore-Pleasanton Fire Department specific regulations and policies, as applicable.

B) Inspection and Permit Technician Services

1. Inspection Services
Hourly fee per Exhibit B for building inspection services covering building, plumbing, mechanical, and electrical trades.

2. Permit Technician Services
Hourly fee per Exhibit B for in-house permit processing services.

Miscellaneous Services:

1.Code Enforcement:

When requested and under the direction of the Chief Building Official, Consultant shall enforce the City Codes by inspection and when required investigation of complaints regarding sub-standard building conditions and when necessary, prepare cases for citation hearings, criminal proceedings in municipal court, and/or civil abatement proceedings.

Fees for such services shall be paid on a time and material basis at the hourly rate as assigned for normal plan review work.

2.Emergency Preparedness:

Under the direction of the Chief Building Official or other authorized representative of the City, the Consultant will assist the City of Pleasanton in emergency preparedness, building damage assessment and emergency response.

3.Emergency Operations Assistance:

Consultant will maintain current skills in emergency response. Consultant hereby agrees to the following terms and conditions in the event of a local or regional emergency:
a. Report into the City of Pleasanton Emergency Operation Center (EOC). Contract personnel will make a reasonable effort to report to the Chief Building Official, Permit Center or the City of Pleasanton EOC as soon as possible following a local or regional emergency.
b. The Consultant shall provide contract personnel and Consultant resources available for emergency response at the same hourly rates and conditions specified in this Agreement. If City has a need for the consultant to work overtime in an emergency event, the consultant shall be compensated for overtime per state law. c. The CONSULTANT acknowledges that emergency response work may require variations in work hours and assignments.

Miscellaneous Duties Compensation:

Consultant shall perform other related activities and duties as requested by the City. Fees for such services shall be paid on a time and material basis at the hourly rate as assigned for plan review, counter and/or inspection services, as required.

Compensation Terms:

An hourly fee increase will be provided annually based on the latest published Engineering News Record (ENR) Construction Cost Index (CCI) for the San Francisco Bay Area (rounded up to nearest dollar). Consultant must provide the City an updated rate sheet reflecting the new rates each year.

ATTACHMENT 5

PROFESSIONAL SERVICES AGREEMENT
THIS PROFESSIONAL SERVICES AGREEMENT (“Agreement)) is entered into this 1st day of July 2025, between the CITY OF PLEASANTON, a municipal corporation (“City”), and West Coast Code Consultants, Inc, a California corporation, whose address is 12647 Alcosta Boulevard, Suite 4445, San Ramon, Ca 94583, and telephone number is (925) 275-1700, (“Consultant”).

RECITALS
A. Consultant is qualified to and experienced in providing plan review, permit counter and inspection services for the purposes specified in this Agreement.

B. City finds it necessary and advisable to use the services of the Consultant for the purposes provided in this Agreement.

NOW THEREFORE, in consideration of the mutual covenants and conditions in this Agreement, City and Consultant agree as follows:

1. Consultant’s Services. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in Exhibit A. Consultant shall provide said services at that time, place and in the manner specified in Exhibit A.

2. City Assistance, Facilities, Equipment and Clerical Support. Except as set forth in Exhibit A, Consultant shall, at its sole cost and expense, furnish all facilities and equipment that may be required for furnishing services pursuant to this Agreement. City shall furnish to Consultant only the facilities and equipment listed in Exhibit A according to the terms and conditions set forth in Exhibit A.

3. Term. This contract shall commence on the date written above and shall expire on June 30, 2028. The City, at its discretion may extend the agreement for up to two additional one-year terms at the same terms and conditions contained within this Agreement.

4. Compensation. City shall pay Consultant for services rendered pursuant to this Agreement as described more particularly in Exhibit B. The payments shall be made on a monthly basis upon receipt and approval of Consultant’s invoice. Total compensation for services and reimbursement for costs shall not exceed the overall annual aggregate amount (cumulative for the five on-call Consultant Agreements) as approved by City Council or amended by the City Manager.

a. Invoices submitted to City must contain a brief description of work performed, time used and City reference number. Payment shall be made within thirty (30) days of receipt of Consultant’s invoice and approved by City.
b. Upon completion of work and acceptance by City, Consultant shall have sixty (60) days in which to submit final invoicing for payment. An extension may be granted by City upon receiving a written request thirty (30) days in advance of said time limitation. The City shall have no obligation or liability to pay any invoice for work performed which the Consultant fails or neglects to submit within sixty (60) days, or any extension thereof granted by the City, after the work is accepted by the City.

5. Sufficiency of Consultant’s Work. All work product and all other documents prepared by Consultant shall be adequate and sufficient to meet the purposes for which they are prepared.

6. Ownership of Work. All work product and all other documents completed or partially completed by Consultant in the performance of this Agreement shall become the property of the City. All materials shall be delivered to the City upon completion or termination of the work under this Agreement. If any materials are lost, damaged or destroyed before final delivery to the City, the Consultant shall replace them at its own expense. Any and all copyrightable subject matter in all materials is hereby assigned to the City and the Consultant agrees to execute any additional documents that may be necessary to evidence such assignment. Consultant shall keep materials confidential. Materials shall not be used for purposes other than performance of services under this Agreement and shall not be disclosed to anyone not connected with these services, unless the City provides prior written consent.

7. Changes. City may request changes in the scope of services to be provided by Consultant.

Any changes and related fees shall be mutually agreed upon between the parties and subject to a written amendment to this Agreement.

8. Consultant’s Status. In performing the obligations set forth in this Agreement, Consultant shall have the status of an independent contractor and Consultant shall not be considered to be an employee of the City for any purpose. All persons working for or under the direction of Consultant are its agents and employees and are not agents or employees of City.

9. Termination for Convenience of City. The City may terminate this Agreement at any time by mailing a notice in writing to Consultant. The Agreement shall then be deemed terminated, and no further work shall be performed by Consultant. If the Agreement is so terminated, the Consultant shall be paid for that percentage of the work actually completed at the time the notice of termination is received.

10. Non-Assignability. The Consultant shall not assign, sublet, or transfer this Agreement or any interest or obligation in the Agreement without the prior written consent of the City, and then only upon such terms and conditions as City may set forth in writing. Consultant shall be solely responsible for reimbursing subcontractors.

11. Indemnity and Hold Harmless. Consultant shall defend, indemnify, and hold harmless, the City and its officers, agents and employees from and against all claims, losses, damage, injury, and liability for damages arising from, or alleged to have arisen from, errors, omissions, negligent or wrongful acts of the Consultant in the performance of its services under this Agreement, regardless of whether the City has reviewed or approved the work or services which has given rise to the claim, loss, damage, injury or liability for damages. This indemnification shall extend for a reasonable period of time after completion of the project as well as during the period of actual performance of services under this Agreement. The City’s acceptance of the insurance certificates required under this Agreement does not relieve the Consultant from its obligation under this paragraph.

12. Insurance. During the term of this Agreement, Consultant shall maintain in full force and effect, at its own cost and expense, insurance coverages with insurers with an A.M. Best’s rating of no less than A:VII. Contractor shall have the obligation to furnish City, as additional insured, the minimum coverages identified below, or such greater or broader coverage for City, if available in the Contractor’s policies:
a. General Liability and Bodily Injury Insurance. Commercial general liability insurance with limits of at least $2,000,000 combined limit for bodily injury and property damage that provides that the City, its officers, employees and agents are named as additional insureds under the policy as evidenced by an additional insured endorsement satisfactory to the City Attorney.

The policy shall state in writing either on the Certificate of Insurance or attached rider that this insurance will operate as primary insurance for work performed by Consultant and its subconsultants, and that no other insurance effected by City or other named insured will be called on to cover a loss.
b. Automobile Liability Insurance. Automobile liability insurance with limits not less than $2,000,000 per person/per occurrence.
c. Workers’ Compensation Insurance. Workers’ Compensation Insurance for all of Consultant’s employees, in strict compliance with State laws, including a waiver of subrogation and Employer’s Liability Insurance with limits of at least $1,000,000. d. Professional Liability Insurance. Professional liability insurance in the amount of $2,000,000.
e. Certificate of Insurance. Consultant shall file a certificate of insurance with the City prior to the City’s execution of this Agreement, and prior to engaging in any operation or activity set forth in this Agreement. The Certificate of Insurance shall provide in writing that the insurance afforded by this Certificate shall not be suspended, voided, canceled, reduced in coverage or in limits without providing notice to the City in accordance with California Insurance Code section 677.2 which requires the notice of cancellation to: 1) include the effective date of the cancellation; 2) include the reasons for the cancellation; and 3) be given at least 30 days prior to the effective date of the cancellation, except that in the case of cancellation for nonpayment of premiums or for fraud, the notice shall be given no less than 10 days prior to the effective date of the cancellation. Notice shall be sent by certified mail, return receipt requested. In addition, the insured shall provide thirty (30) days prior written notice to the City

of any cancellation, suspension, reduction of coverage or in limits, or voiding of the insurance coverage required by this agreement. The City reserves the right to require complete certified copies of policies.
f. Waiver of Subrogation. The insurer agrees to waive all rights of subrogation against the City, its officers, employees and agents.
g. Defense Costs. Coverage shall be provided on a “pay on behalf of” basis, with defense costs payable in addition to policy limits. There shall be no cross liability exclusions. These provisions do not apply to Professional Liability.
h. Subcontractors. Consultant shall include all subcontractors as insured under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated in this Agreement, including but not limited naming additional insureds.

13. Notices. All notices herein required shall be in writing and shall be sent by certified or registered mail, postage prepaid, addressed as follows:

To Consultant: Giyan Senaratne To City: City Manager
West Coast Code Consultants, Inc City of Pleasanton
12647 Alcosta Blvd., Suite 445 P.O. Box 520
San Ramon, CA 94583 Pleasanton, CA 94566

14. Conformance to Applicable Laws. Consultant shall comply with all applicable Federal, State, and Municipal laws, rules, and ordinances. Consultant shall not discriminate in the employment of persons or in the provision of services under this Agreement on the basis of any legally protected classification, including race, color, national origin, ancestry, sex or religion of such person.

15. Licenses, Certifications and Permits. Prior to the City’s execution of this Agreement and prior to the Consultant’s engaging in any operation or activity set forth in this Agreement, Consultant shall obtain a City of Pleasanton business license, which must be kept in effect during the term of this Agreement. Consultant covenants that it has obtained all certificates, licenses, permits and the like required to perform the services under this Agreement.

16. Records and Audits. Consultant shall maintain all records regarding this Agreement and the services performed for a period of three years from the date that final payment is made. At any time during normal business hours, the records shall be made available to the City to inspect and audit.

17. Confidentiality. Consultant shall exercise reasonable precautions to prevent the unauthorized disclosure and use of City reports, information or conclusions.

18. Conflicts of Interest. Consultant covenants that other than this Agreement, Consultant has no financial interest with any official, employee or other representative of the City. Consultant and its principals do not have any financial interest in real property, sources of income or investment that would be affected in any manner of degree by the performance of Consultant’s services under this Agreement. If such an interest arises, Consultant will immediately notify the City.

19. Waiver. In the event either City or Consultant at any time waive any breach of this Agreement by the other, such waiver shall not constitute a waiver of any other or succeeding breach of this Agreement, whether of the same or of any other covenant, condition or obligation.

20. Governing Law. California law shall govern any legal action pursuant to this Agreement with venue in the applicable court or forum for Alameda County.

21. No Personal Liability. No official or employee of City shall be personally liable to Consultant in the event of any default or breach by the City or for any amount due Consultant.

22. Exhibits. All exhibits referred to herein are attached hereto and are by this reference incorporated herein.

23. Counterparts and Electronic Signatures. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement. Counterparts may be delivered via facsimile, electronic mail (including pdf or any electronic signature complying with U.S. federal E-Sign Act of 2000 (15 U.S. Code §7001 et seq.), California Uniform Electronic Transactions Act (Cal. Civil Code §1633.1 et seq.), or other applicable law) or other transmission method, and any counterpart so delivered shall be deemed to have been duly and validly delivered and be valid and effective for all purposes.

24. Scope of Agreement. This writing constitutes the entire Agreement between the parties.

Any modification to the Agreement shall be in writing and signed by both parties.

THIS AGREEMENT executed the date and year first above written.

CITY OF PLEASANTON CONSULTANT
__________________________ By: __________________________ Gerry Beaudin, City Manager Signature
__________________________
Print name

ATTEST:
__________________________
Jocelyn Kwong, City Clerk Its: __________________________ Title
Approved as to form:
_____________________________ By: __________________________ Daniel G. Sodergren, City Attorney Signature
__________________________
Print name
Its: __________________________
Title [If Consultant is a corporation, signatures must comply with California Corporations Code §313]

Exhibit A
Consultant shall perform on-call plan review, counter and/or field inspection services enforcing provisions of the City’s Building, Electrical, Plumbing, Mechanical and Housing Codes, the City of Pleasanton’s Zoning Ordinances and related Building Division Policies, and State and local laws.

On-Call Plan Review Services:

1. Plan check shall be performed at the consultant’s offices unless space is available at the City office.

2. Consultant will be provided access to City permitting (Accela) and plan checking (DigEPlan) software with remote access and update plan review status accordingly.

3. Consultant shall assign personnel who are professionally qualified by both experience and certifications to perform commercial and/or residential construction document plan check.

4. Consultant shall designate one individual as the responsible contact for all communications between the City and consultant.

5. Consultant shall furnish assigned personnel with all necessary materials, resources and training to conduct plan check, including a current copy of applicable City amendments, policies, procedures and forms.

6. Plan check approval shall not be recommended to the City until all code compliance issues are resolved to the best of consultant’s knowledge and all permit issuance requirements of the Building Division are satisfied. Consultant shall contact the City if there are questions.

7. Consultant shall respond within one business day upon each notification that a plan check is authorized.

8. Consultant will be assigned projects through Accela and will utilize DigEplan to perform all reviews. If consultants need multiple DigEplan users, they must contact the City to add additional license holders.

9. Plan review comment letters will be generated by City staff utilizing DigEplan software technology on City letterhead. Consultants shall put a comment on the first page with their name, company name and contact info to identify themselves for the city or the applicant to contact them if there are questions about the review.

10. Consultant shall conduct each plan check in a timely manner and within time-frame guidelines established by the City (due date listed in Accela). Consultants must stamp all approved plans with their company provided stamp in DigEplan.

11. Consultant shall conduct and coordinate all communications with the City’s designated representative. The consultant shall be available to contact the applicant directly unless otherwise directed by the City.

12. Code interpretations are subject to final review and approval by the Chief Building Official.

All plan review comments are subject to review by the City.

13. Consultant shall be available within one business day to respond to questions from the City that may be generated during field inspection for each authorized plan check that is subsequently issued a permit for construction.

14. Consultant shall be familiar with and enforce appropriately the City’s adopted codes and amendments.

A) Plan Check Services

1. Plan Review Level “A” Hourly Fee per Exhibit B (not to exceed 65% of Plan Review Fee)
Complete structural and nonstructural building and fire/life safety plan review, including CBC, CRC, CMC, CPC, CEC (California Electrical Code), CFC, California Energy Efficiency Standards, CALGreen, (California Green Building Code), Stormwater treatment and/or management, and City of Pleasanton specific regulations and policies, as applicable.

2. Plan Review Level “B” Hourly Fee per Exhibit B (not to exceed 55% of Plan Review Fee)
Complete nonstructural building plan review including CBC, CRC, CMC, CPC, CEC (California Electrical Code), CFC, California Energy Efficiency Standards, CALGreen, (California Green Building Code), Stormwater treatment and/or management, and City of Pleasanton specific regulations and policies, as applicable.

3. Plan Review Level “C” Hourly Fee per Exhibit B (not to exceed 40% of Plan Review Fee)
Complete structural building plan review including CBC, CRC and City of Pleasanton specific regulations and policies, as applicable.

4. Plan Review Level “D”
Hourly Fee per Exhibit B for nonstructural plan review services.

5. Plan Review Level “E”
Hourly Fee per Exhibit B for structural plan review services.

6. Plan Review Level “F” –Hourly Fee per Exhibit B (not to exceed 30% of Permit Fee) Complete fire sprinkler, fire alarm, commercial hood or hazardous material plan review of all Fire Permits, including CFC, and City of Pleasanton and Livermore-Pleasanton Fire Department specific regulations and policies, as applicable.

B) Inspection and Permit Technician Services

1. Inspection Services

Hourly fee per Exhibit B for building inspection services covering building, plumbing, mechanical, and electrical trades.

2. Permit Technician Services
Hourly fee per Exhibit B for in-house permit processing services.

Miscellaneous Services:

1.Code Enforcement:

When requested and under the direction of the Chief Building Official, Consultant shall enforce the City Codes by inspection and when required investigation of complaints regarding sub-standard building conditions and when necessary, prepare cases for citation hearings, criminal proceedings in municipal court, and/or civil abatement proceedings.

Fees for such services shall be paid on a time and material basis at the hourly rate as assigned for normal plan review work.

2.Emergency Preparedness:

Under the direction of the Chief Building Official or other authorized representative of the City, the Consultant will assist the City of Pleasanton in emergency preparedness, building damage assessment and emergency response.

3.Emergency Operations Assistance:

Consultant will maintain current skills in emergency response. Consultant hereby agrees to the following terms and conditions in the event of a local or regional emergency:
a. Report into the City of Pleasanton Emergency Operation Center (EOC). Contract personnel will make a reasonable effort to report to the Chief Building Official, Permit Center or the City of Pleasanton EOC as soon as possible following a local or regional emergency.
b. The Consultant shall provide contract personnel and Consultant resources available for emergency response at the same hourly rates and conditions specified in this Agreement. If City has a need for the consultant to work overtime in an emergency event, the consultant shall be compensated for overtime per state law. c. The CONSULTANT acknowledges that emergency response work may require variations in work hours and assignments.

Miscellaneous Duties Compensation:

Consultant shall perform other related activities and duties as requested by the City. Fees for such services shall be paid on a time and material basis at the hourly rate as assigned for plan review, counter and/or inspection services, as required.

Compensation Terms:

An hourly fee increase will be provided annually based on the latest published Engineering News Record (ENR) Construction Cost Index (CCI) for the San Francisco Bay Area (rounded up to nearest dollar). Consultant must provide the City an updated rate sheet reflecting the new rates each year.

Item #5

CITY COUNCIL AGENDA REPORT

June 3, 2025
Community Development

TITLE: APPROVE A PROFESSIONAL SERVICES AGREEMENT WITH SPECTRUM

COMMUNITY SERVICES FOR HOUSING REHABILITATION PROGRAM
ADMINISTRATION SERVICES FOR JULY 1, 2025 THROUGH JUNE 30, 2026, AND AUTHORIZE THE ALLOCATION OF $71,250 IN FEDERAL HOME FUNDS FOR HOUSING REHAB AND REPAIR GRANTS AND $23,750 IN CITY LOWER

INCOME HOUSING FUNDS (LIHF) FOR SPECTRUM'S ADMINISTRATION FEES

SUMMARY
The Pleasanton Housing Rehabilitation Program provides grants and low-interest deferred rehabilitation loans for low-income homeowners in need of health and safety repairs in their homes. Habitat for Humanity East Bay/Silicon Valley (Habitat) had been administering the City's Housing Rehabilitation Program since October 2016; however, in May 2024, Habitat informed City staff that the organization had elected to no longer serve as the City's program administrator, effective June 30, 2025.

City staff collaborated with the City of Livermore, which was seeking to reinvigorate a similar local program, to issue a joint Request for Proposals (RFP) in January 2025. Spectrum Community Services (Spectrum) was selected through the RFP process to serve as the new housing rehabilitation program administrator for the Cities of Livermore and Pleasanton. Staff is recommending that the City enter into a new professional services agreement with Spectrum to provide the required housing rehabilitation program administration services for Pleasanton.

Spectrum will have a separate contract with Livermore to administer Livermore's housing rehabilitation program.

RECOMMENDATION

1. Approve and authorize the City Manager to execute the attached contract with Spectrum Community Services, for Housing Rehabilitation Program Administration Services for July 1, 2025 through June 30, 2026, including $71,250 in Federal HOME funds for housing rehabilitation grants, and $23,750 in LIHF funds for program administration, for a contract total of $95,000.

2. Authorize the City Manager to approve up to four additional one-year extensions to this contract up tp a maximum of five years, and authorize necessary budget allocations as appropriate to fund future contract extensions subject to available budget in those future years, not to exceed a total funding amount of $475,000 over the maximum five years.

BACKGROUND
For decades, the City has provided a Housing Rehabilitation Program for its very low- and low- income homeowners, assisting these households to make essential capital improvements and home repairs to address conditions threatening occupants' health, safety, and well-being. The

program's goal is to maintain the quality and habitability of Pleasanton's existing homeownership stock, preventing homes from falling into disrepair and becoming a blight to the community due to deferred home maintenance. The program benefits homeowners at or below 80 percent of the Area Median Income (AMI), which is currently $87,550 for a 1-person household and $100,050 for a 2-person household.

After Habitat for Humanity informed the City that it would end its administrative services after June 30, 2025, staff began researching other agencies to provide this service. At around the same time, Pleasanton staff became aware that the City of Livermore was assessing the re- initiation of its housing rehabilitation program, which had been paused since 2019. Finding there to be potential benefit in coordinating efforts, the two cities collaborated to issue a Request for Proposals (RFP) to identify agencies that could provide administration services for both of the respective housing rehabilitation programs. The RFP was released on January 14, 2025, and provided a 30-day period for qualified non-profit and for-profit organizations to submit their proposals.

Spectrum Community Services was the sole entity to provide a response to the RFP, but based its qualifications and proposal has been selected by Livermore and Pleasanton staff as its new housing rehabilitation program administrator. City staff concluded that Spectrum is a suitable replacement for Habitat for Humanity to continue to provide the housing rehabilitation program for low-income Pleasanton homeowners who need health and safety repairs to their homes. Livermore will also proceed with contracting with Spectrum to restart its housing rehabilitation program.

DISCUSSION
Since 1971, Spectrum Community Services (Spectrum) has been supporting and providing services to improve the quality of life for older adults and low-income Alameda County residents. Spectrum currently administers a Weatherization Program through the Low Income Home Energy Assistance Program (LIHEAP), which is funded through the California Department of Community Services and Development. As the sole LIHEAP provider for all of Alameda County, Spectrum provides income-eligible residents with emergency efficiency improvements and upgrades, such as heaters, air conditioners, water heaters, insulation, EnergyStar appliances, windows and doors, and sealing measures that reduce the heating and cooling costs of the home. However, LIHEAP's strict funding requirements do not allow Spectrum to use LIHEAP funding to address more significant issues in the home, such as structural issues, asbestos, lead, pests, and mold. In fact, the LIHEAP program requires that these conditions be addressed and remedied prior to the residents being eligible for LIHEAP assistance. Consequently, due to lack of funding, Spectrum has sometimes had to reject LIHEAP applicants who have housing conditions that make them ineligible for LIHEAP funding.

Spectrum responded to the RFP with the intent of using the housing rehabilitation programs through Livermore and Pleasanton to augment and enhance its LIHEAP program. Under this "braid funding" model, the homes would be rehabilitated to address health and safety issues, which would also make the homes eligible for LIHEAP funding.

Additionally, the LIHEAP program requires that eligible clients do not exceed 60% of the State Median Income (SMI), which is significantly less than the 80% of the Area Median Income (AMI) income requirements of the housing rehabilitation program. The 2025 LIHEAP income eligibility guideline is $3,170 of gross monthly income ($38,040 annual income) for a 1-person

household and $4,145.41 of gross monthly income ($49,744.92 annual income) for a 2-person household. The 2025 80% AMI annual income limits are $87,550 for a 1-person household and $100,050 for a 2-person household.

Spectrum's scope of services includes:
• Braid funding housing rehabilitation grants with its existing LIHEAP clientele. • Conduct comprehensive whole-home assessments, including combustion appliance safety inspection (CASIF), shell leaking test, and duct leakage test; then evaluate potential for insulation upgrades, appliance replacements, and health and safety-related installations.
• Remediate health and safety-related issues in the homes, including structural, asbestos, mold, lead, and/or vector-related issues.

Spectrum's budget for the Pleasanton Housing Rehabilitation Program for FY 2025/26 is provided in the table below:

Pleasanton Housing Rehabilitation Program - FY 2025/26
Minor Rehabilitation/Repair Grants* $ 71,250
Administration Fees $ 23,750
Total $ 95,000
*$15,000 maximum grant amount per home

The $95,000 program budget will be funded with $71,250 of federal HOME Investment Partnerships Program (HOME) funds, which are restricted to the rehabilitation costs of the homes, and $23,750 of City Lower Income Housing Fund (LIHF) funds, which are allocated to Spectrum's program administrative costs.

Spectrum's Outreach and Public Education
Spectrum will partner with the City and community organizations, including local nonprofits, faith-based organizations, senior-focused programs, and social services providers in Pleasanton, to promote the Pleasanton Housing Rehabilitation Program and to market itself as the new program administrator. Spectrum will be providing a public education campaign, which includes tabling events and brochures/pamphlets, to increase public awareness of its existing weatherization program, which will now be augmented with the City's Housing Rehabilitation Program. Additional details on Spectrum's proposed outreach and marketing is provided in Attachment 1.

Spectrum's Performance Metrics
Spectrum has established the target of providing housing rehabilitation services to at least seven low-income Pleasanton homeowners in FY 2025/26. There will be two different tiers of services that will be provided to clients - Tier 1 and Tier 2 - dependent on income levels. Tier 1 clients are LIHEAP-eligible clients with incomes at or below 60% SMI, but that have health and safety repairs in the homes that must be addressed first, such as roof repairs, mold issues, electrical or plumbing repairs, accessibility improvements or additions, and repair/replacement of major housing systems such as HVAC, prior to LIHEAP funds being permitted to be spent

on weatherization services on the homes. Tier 2 clients have incomes between 60% SMI and 80% AMI, and are eligible for the traditional rehabilitation services that include HVAC repairs, safety hazards, and code violation corrections.

Amendments/Extension of Agreements
City staff recommends that the City Council authorize the City Manager to administratively approve all permissible amendments/extensions to the agreements to extend the terms of the agreements and provide additional compensation, in accordance with the City's contracting policy. Agreements may be extended up to five years or a cumulative compensation of $475,000, but extensions are also subject to available budget and the City's assessments of the agency's performance.

EQUITY AND SUSTAINABILITY
The action directly implements the Housing Element goal of conserving and improving the existing housing stock in Pleasanton. The Housing Rehabilitation Program provides grants and/or loans to low-income Pleasanton homeowners in need of health and safety repairs in their homes. These grant funds help vulnerable populations remain part of the Pleasanton community and provide them with needed support and assistance to repair their homes and age in place in their homes.

OUTREACH
No outreach was conducted, as this item is a routine matter of City business.

STRATEGIC PLAN ALIGNMENT
This action advances ONE Pleasanton Strategic Plan goals of Building a Community Where Everyone Belongs, Strategy 6 to implement the Housing Element and to end homelessness and provide opportunities for additional housing shelter in the community, and Strategy 12 to streamline housing, human services, and community grant programs to increase program participation and access.

FISCAL IMPACT
As summarized in the budget table, if approved as recommended, the City Council would authorize a contract with Spectrum covering a total of $95,000 for the Housing Rehabilitation Program for fiscal year 2025-26. The proposed fiscal year 2025/26 budget currently includes $55,000 in federal HOME Investment Partnerships Program (HOME) funds in account 12430702-430107-17903 and $60,000 in the City Lower Income Housing Fund (LIHF) funds in account 12230700-430107-17903. Adjustments will be made in the midyear budget process as necessary to reallocate funding as outlined in the budget table. Future approved contract extensions and amounts will be subject to available funding in those years (up to five total years and $475,000 in funding over the term of the contract).

Prepared by: Submitted by: Approved by:

Steve Hernandez, Housing
Division Program Manager
Ellen Clark, Director of Community
Development

Gerry Beaudin, City
Manager

Attachments:

1. Professional Services Agreement FY25-26 - Housing Rehabilitation Administration

P

ROFESSIONAL SERVICES AGREEMENT
TH
IS PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is entered into this 1st day of July 2025, between the CITY OF PLEASANTON, a municipal corporation (“City”), and SPECTRUM COMMUNITY SERVICES, a California nonprofit corporation whose address is 2621 Barrington Court, Hayward, CA 94545 and telephone number is (510) 881-0300, (“Consultant”).

RECI
TALS
A. C
onsultant is qualified to and experienced in providing housing rehabilitation program administration services for the purposes specified in this Agreement.

B. C
ity finds it necessary and advisable to use the services of the Consultant for the purposes provided in this Agreement.

NO
W THEREFORE, in consideration of the mutual covenants and conditions in this Agreement, City and Consultant agree as follows:

1. Consultant’s Services. Subject to the terms and conditions set forth in this Agreement, Consultant shall provide to City the services described in Exhibit A. Consultant shall provide said services at that time, place and in the manner specified in Exhibit A.

2. City Assistance, Facilities, Equipment and Clerical Support. Except as set forth in Exhibit A, Consultant shall, at its sole cost and expense, furnish all facilities and equipment that may be required for furnishing services pursuant to this Agreement. City shall furnish to Consultant only the facilities and equipment listed in Exhibit A according to the terms and conditions set forth in Exhibit A.

3. Term. This contract shall commence on the date written above and shall expire on June 30, 2026. City and Consultant may mutually agree extend the term of this Agreement annually for up to four additional extensions of one year each through June 30, 2030. Any Agreement extension is subject to available budget and City assessment of Consultant’s performance. Any such extension may be administratively approved by the City Manager by administrative amendment of this Agreement to extend the term and provide for additional compensation for extension period.

4. Compensation. City shall pay Consultant for services rendered pursuant to this Agreement as described more particularly in Exhibit A. The payments shall be made on a monthly basis upon receipt and approval of Consultant’s invoice. Total compensation for services and reimbursement for costs shall not exceed $95,000 for Fiscal Year 2025/26. While the parties recognize that there is no guarantee that the term of the Agreement will be extended, the parties may extend this Agreement for a total of five years with a not-to-exceed amount of $475,000.

ATTACHMENT 1

a. Invoices submitted to City must contain a brief description of work performed, time used and City reference number. Payment shall be made within thirty (30) days of receipt of Consultant’s invoice and approved by City.

b. Upon completion of work and acceptance by City, Consultant shall have sixty (60) days in which to submit final invoicing for payment. An extension may be granted by City upon receiving a written request thirty (30) days in advance of said time limitation. The City shall have no obligation or liability to pay any invoice for work performed which the Consultant fails or neglects to submit within sixty (60) days, or any extension thereof granted by the City, after the work is accepted by the City.

5. Sufficiency of Consultant’s Work. All work product and all other documents prepared by Consultant shall be adequate and sufficient to meet the purposes for which they are prepared.

6. Ownership of Work. All work product and all other documents completed or partially completed by Consultant in the performance of this Agreement shall become the property of the City. All materials shall be delivered to the City upon completion or termination of the work under this Agreement. If any materials are lost, damaged or destroyed before final delivery to the City, the Consultant shall replace them at its own expense. Any and all copyrightable subject matter in all materials is hereby assigned to the City and the Consultant agrees to execute any additional documents that may be necessary to evidence such assignment. Consultant shall keep materials confidential. Materials shall not be used for purposes other than performance of services under this Agreement and shall not be disclosed to anyone not connected with these services, unless the City provides prior written consent.

7. Changes. City may request changes in the scope of services to be provided by Consultant.

Any changes and related fees shall be mutually agreed upon between the parties and subject to a written amendment to this Agreement.

8. Consultant’s Status. In performing the obligations set forth in this Agreement, Consultant shall have the status of an independent contractor and Consultant shall not be considered to be an employee of the City for any purpose. All persons working for or under the direction of Consultant are its agents and employees and are not agents or employees of City.

9. Termination for Convenience of City. The City may terminate this Agreement at any time by mailing a notice in writing to Consultant. The Agreement shall then be deemed terminated, and no further work shall be performed by Consultant. If the Agreement is so terminated, the Consultant shall be paid for that percentage of the work actually completed at the time the notice of termination is received.

10. Non-Assignability. The Consultant shall not assign, sublet, or transfer this Agreement or any interest or obligation in the Agreement without the prior written consent of the City, and then only upon such terms and conditions as City may set forth in writing. Consultant shall be solely responsible for reimbursing subcontractors.

11. Indemnity and Hold Harmless. Consultant shall defend, indemnify, and hold harmless, the City and its officers, agents and employees from and against all claims, losses, damage, injury, and liability for damages arising from, or alleged to have arisen from, errors, omissions, negligent or wrongful acts of the Consultant in the performance of its services under this

Agreement, regardless of whether the City has reviewed or approved the work or services which has given rise to the claim, loss, damage, injury or liability for damages. This indemnification shall extend for a reasonable period of time after completion of the project as well as during the period of actual performance of services under this Agreement. The City’s acceptance of the insurance certificates required under this Agreement does not relieve the Consultant from its obligation under this paragraph.

12. Insurance. During the term of this Agreement, Consultant shall maintain in full force and effect, at its own cost and expense, insurance coverages with insurers with an A.M. Best’s rating of no less than A:VII. Contractor shall have the obligation to furnish City, as additional insured, the minimum coverages identified below, or such greater or broader coverage for City, if available in the Contractor’s policies:

a. General Liability and Bodily Injury Insurance. Commercial general liability insurance with limits of at least $2,000,000 combined limit for bodily injury and property damage that provides that the City, its officers, employees and agents are named as additional insureds under the policy as evidenced by an additional insured endorsement satisfactory to the City Attorney.

The policy shall state in writing either on the Certificate of Insurance or attached rider that this insurance will operate as primary insurance for work performed by Consultant and its subconsultants, and that no other insurance effected by City or other named insured will be called on to cover a loss.

b. Automobile Liability Insurance. Automobile liability insurance with limits not less than $2,000,000 per person/per occurrence.

c. Workers’ Compensation Insurance. Workers’ Compensation Insurance for all of Consultant’s employees, in strict compliance with State laws, including a waiver of subrogation and Employer’s Liability Insurance with limits of at least $1,000,000.

d. Professional Liability Insurance. Professional liability insurance in the amount of $2,000,000.

e. Certificate of Insurance. Consultant shall file a certificate of insurance with the City prior to the City’s execution of this Agreement, and prior to engaging in any operation or activity set forth in this Agreement. The Certificate of Insurance shall provide in writing that the insurance afforded by this Certificate shall not be suspended, voided, canceled, reduced in coverage or in limits without providing notice to the City in accordance with California Insurance Code section 677.2 which requires the notice of cancellation to: 1) include the effective date of the cancellation; 2) include the reasons for the cancellation; and 3) be given at least 30 days prior to the effective date of the cancellation, except that in the case of cancellation for nonpayment of premiums or for fraud, the notice shall be given no less than 10 days prior to the effective date of the cancellation. Notice shall be sent by certified mail, return receipt requested. In addition, the insured shall provide thirty (30) days prior written notice to the City of any cancellation, suspension, reduction of coverage or in limits, or voiding of the insurance coverage required by this agreement. The City reserves the right to require complete certified copies of policies.

f. Waiver of Subrogation. The insurer agrees to waive all rights of subrogation against the City, its officers, employees and agents.

g. Defense Costs. Coverage shall be provided on a “pay on behalf of” basis, with defense costs payable in addition to policy limits. There shall be no cross liability exclusions. These provisions do not apply to Professional Liability.

h. Subcontractors. Consultant shall include all subcontractors as insured under its policies or shall furnish separate certificates and endorsements for each subcontractor. All coverages for subcontractors shall be subject to all of the requirements stated in this Agreement, including but not limited naming additional insureds.

13. Notices. All notices herein required shall be in writing and shall be sent by certified or registered mail, postage prepaid, addressed as follows:

To Consultant: Executive Director To City: City Manager Spectrum Community Services City of Pleasanton
2621 Barrington Court P.O. Box 520
Hayward, CA 94545 Pleasanton, CA 94566

14. Conformance to Applicable Laws. Consultant shall comply with all applicable Federal, State, and Municipal laws, rules, and ordinances. Consultant shall not discriminate in the employment of persons or in the provision of services under this Agreement on the basis of any legally protected classification, including race, color, national origin, ancestry, sex or religion of such person.

15. Licenses, Certifications and Permits. Prior to the City’s execution of this Agreement and prior to the Consultant’s engaging in any operation or activity set forth in this Agreement, Consultant shall obtain a City of Pleasanton business license, which must be kept in effect during the term of this Agreement. Consultant covenants that it has obtained all certificates, licenses, permits and the like required to perform the services under this Agreement.

16. Records and Audits. Consultant shall maintain all records regarding this Agreement and the services performed for a period of three years from the date that final payment is made. At any time during normal business hours, the records shall be made available to the City to inspect and audit.

17. Confidentiality. Consultant shall exercise reasonable precautions to prevent the unauthorized disclosure and use of City reports, information or conclusions.

18. Conflicts of Interest. Consultant covenants that other than this Agreement, Consultant has no financial interest with any official, employee or other representative of the City. Consultant and its principals do not have any financial interest in real property, sources of income or investment that would be affected in any manner of degree by the performance of Consultant’s services under this Agreement. If such an interest arises, Consultant will immediately notify the City.

19. Waiver. In the event either City or Consultant at any time waive any breach of this Agreement by the other, such waiver shall not constitute a waiver of any other or succeeding breach of this Agreement, whether of the same or of any other covenant, condition or obligation.

20. Governing Law. California law shall govern any legal action pursuant to this Agreement with venue in the applicable court or forum for Alameda County.

21. No Personal Liability. No official or employee of City shall be personally liable to Consultant in the event of any default or breach by the City or for any amount due Consultant.

22. Exhibits. All exhibits referred to herein are attached hereto and are by this reference incorporated herein.

23. Counterparts and Electronic Signatures. This Agreement may be executed in multiple counterparts, each of which shall be an original and all of which together shall constitute one agreement. Counterparts may be delivered via facsimile, electronic mail (including pdf or any electronic signature complying with U.S. federal E-Sign Act of 2000 (15 U.S. Code §7001 et seq.), California Uniform Electronic Transactions Act (Cal. Civil Code §1633.1 et seq.), or other applicable law) or other transmission method, and any counterpart so delivered shall be deemed to have been duly and validly delivered and be valid and effective for all purposes.

24. Scope of Agreement. This writing constitutes the entire Agreement between the parties.

Any modification to the Agreement shall be in writing and signed by both parties.

THIS AGREEMENT executed the date and year first above written.

CITY OF PLEASANTON CONSULTANT-

SPECTRUM COMMUNITY SERVICES
A California nonprofit

__________________________ By: __________________________ Gerry Beaudin, City Manager Signature

ATTEST: __________________________
Print name
__________________________
Jocelyn Kwong, City Clerk Its: __________________________ Title

Approved as to form:

_____________________________
Daniel G. Sodergren, City Attorney

[If Consultant is a corporation, signatures must comply with California Corporations Code §313]

Rev. 11/23

EXHIBIT A

Scope of Consultant’s Services

Program Description
Spectrum Community Services’ Weatherization Program (Spectrum) will provide critical housing rehabilitation, energy efficiency, and safety improvements to low-income homeowners in mobile home and single-family housing throughout the City of Pleasanton. The program will focus on improving home safety, reducing energy costs, and increasing the overall livability of homes for vulnerable residents, including seniors, individuals with disabilities, and families with children. Spectrum will deliver these services in collaboration with community partners and in accordance with applicable regulations and standards.

Due to Spectrum’s ties to the federally funded Low Income Home Energy Assistance Program (LIHEAP) that is administered by the Community Services and Development Department of California (CSD), Spectrum is uniquely positioned to leverage the LIHEAP federal funds with the federal funding of the Pleasanton Home Rehabilitation Program together to best serve our mutually qualified residents in the City of Pleasanton. The leveraged population are those residents whose households fall ≥ 60% State Median Income (SMI). These mutually qualified residents will receive a braided funding approach to their services where Spectrum can apply the LIHEAP funding to weatherization services and perform further home repairs through the Pleasanton Home Rehabilitation Program. Spectrum will also service those City of Pleasanton households that fall ≥ 80% Area Median Income (AMI) for Alameda County. Those residents that fall between 60% SMI and 80% AMI will be eligible for a more limited version of the Home Rehabilitation Program because funding cannot be braided with the LIHEAP funding. However, these residents will be eligible for all available work scopes.

Location of Services and Staff
The program will be supported by a team of trained weatherization professionals and administrative staff. Services will be conducted on-site at eligible residential properties within the City of Pleasanton. Spectrum staff will also provide community outreach at accessible locations such as community centers, libraries, and partner organizations. Services and resources will be provided in both English and Spanish. All referrals and inquiries will receive a response within 72 business hours.

Performance Goals & Deliverables for FY 2025/26
At least 10 assessments conducted for low-income households ● 10 assessments in FY25/26

Services provided to at least 7 low-income households
● 7 rehab projects completed in FY25/26

Participate in 10 public outreach events
● 10 events in FY25/26

Reach at least 100 community members through public outreach activities ● Outreach to at least 100 community members in FY 25/26

Scope of Services

Program Services: Spectrum Community Services will provide the following services program to low-income tenants residing in the City under the Agreement:

1. Outreach
Spectrum Community Services will:
• Partner with the City and community organizations to ensure eligible households are aware of the Home Rehabilitation Program and weatherization services (for those ≥ 60% SMI).
• Provide and update accessible outreach materials tailored to diverse communities, including multilingual resources.
• Establish referral partnerships with local agencies, faith-based organizations, senior centers, and social service providers in Pleasanton.

2. Public Education
Spectrum staff will increase public awareness of energy efficiency and home safety by:
• Clients receiving rehabilitation services will be provided with education materials on energy saving tips, lead, mold and moisture, radon, and asbestos. • The Public will be educated about the rehabilitation program during our outreach activities and provided energy saving tips, applications, and wrap around services.

3. Services
Spectrum staff will provide two different tiers of services to clients dependent on their income levels. This is due to the fact that there are opportunities to leverage this program with support through our LIHEAP funding for clients that fall under the ≥ 60% SMI threshold.

Tier 1 (≥ 60% SMI or lower):
● Through our LIHEAP funding we will be conducting a combination of home energy assessments and/or audits to assess the dwelling’s energy efficiency with diagnostic testing and health and safety checks. Installing attic, subfloor, and ceiling insulation; windows and doors; replacing/repairing heating systems, air conditioning units, home appliances (i.e. fridge, ranges, clothes washer, clothes dryer, dishwasher); and water heaters; and other energy-saving measures will be conducted as well as safety measures (like smoke and carbon monoxide alarms) to pass permits. ● Funding from the Pleasanton Home Rehabilitation Program will allow Spectrum to cover the following items/ measures that fall outside of the LIHEAP scope of work.

This includes and is not limited to:
▪ Remediation measures for structural issues (i.e. roof repairs, framing issues, and other structural issues)
▪ Remediation of mold, lead, asbestos, or vector (mice, insects, and/or disease/pest related issues) issues
▪ Electrical, plumbing, and structural home rehab projects ▪ Accessibility for disabled persons and safety improvements like grab bars, ramps, and other disability-oriented items
▪ Meeting applicable codes, standards and ordinances
▪ Essential improvements
▪ Repair or replacement of major housing systems

▪ Incipient repairs and general property improvements of a non-luxury nature ▪ Site improvements and utility connections

Tier 2 (Between 60% SMI to 80% AMI):
● Due to the lack of braided funding, home repair services will be limited and client driven. Clients may use our program to pursue projects that fall within the budget scope including–but not limited to–any of the above listed measures in Tier 1.

However, because of per-household funding limits, not all measures will be simultaneously installable. These clients will likely receive the highest-priority upgrades first, such as safety hazards and code violation corrections, heating, cooling, hot water systems repair/replacement, and other major housing system repair or replacement, followed by major sealing measures like windows, doors, electrical, plumbing, and major remediation issues. Lower-priority items such as EnergyStar appliances and minor sealing measures may also be included if there is additional room in the budget for that household.

Both tiers of service will use a combination of direct client interface and subcontractor work depending on the type of work we determine is best practice for the eligible household.

4. Information and Referral
Spectrum staff will provide information and referrals for other social services that a client may be eligible for.

5. Reporting and Coordination

Quarterly Reports for each reporting period, Spectrum will provide the City with:
● Performance Goals and Deliverables
● Client Demographics
● Types of Services Provided
● Outreach Events Attended

Quarterly check-Ins The City and Spectrum will meet quarterly for up to 60 minutes to discuss emerging needs and challenges for supporting low-income Pleasanton households.

At the check-Ins, Spectrum staff will provide the City with:
● Updates on outreach efforts and referral partner relationships ● Dates of upcoming outreach events so Cities can support outreach efforts ● Guidance on public messaging regarding local, state, and federal tenant protections ● Emerging trends and needs
● Recommendations regarding implementation

Total Spectrum staff time spent in check-ins will not exceed 12 hours for the length of the contracting period.

Compensation

Spectrum Community Services, Inc.

Housing Rehabilitation Program – FY2025/26
Minor Rehab/Repair Grants1 $ 71,250
Administration Fees2 $ 23,750
Total $ 95,000
1$15,000 maximum grant amount per home.
2Administration Fees may be used for salary and benefit costs for Staff Attorney, Managing Attorney, Intake Staff, Outreach staff, and Financial Coordinator positions; technology and outreach costs for the program; rent and utilities; and indirect costs associated with the program, not to exceed 15% of total direct program costs.

Item #6

CITY COUNCIL AGENDA REPORT

June 3, 2025
Finance

TITLE: ACCEPT THE MONTHLY DISBURSEMENT AND INVESTMENT REPORT FOR APRIL 2025

SUMMARY
Attached is the City of Pleasanton monthly disbursements and investment report for April 2025.

RECOMMENDATION
Accept claim disbursements in the amount of $18,648,876 and the investment report for the month of April 2025.

BACKGROUND
The City's Investment Policy requires the Director of Finance to submit a monthly transaction report to the City Council within 60 days of the end of the reporting period in accordance with California Government Code Section 53607.

The Investment Policy also requires the Director of Finance to submit a quarterly report to the City Council on the status of the City's investment portfolio no later than 45 days after the end of each month. This report shall include the types of investments, the amount of money invested with various institutions, purchase and maturity dates, and yield on investments. The Director of Finance certifies that the investment portfolio is in compliance with the investment policy and that it will meet cash flow needs for the next six months.

This report also includes check and electronic payment information for April 2025.

DISCUSSION
The monthly disbursements and investment report provides transparency of the City’s financial transactions and payments for review by the City Council.

EQUITY AND SUSTAINABILITY
Not applicable, as this item is a routine administrative matter of City business.

OUTREACH
No outreach was conducted, as this item is a routine administrative matter of City business.

STRATEGIC PLAN ALIGNMENT
Not applicable, as this item is a routine administrative matter.

FISCAL IMPACT
There is no fiscal impact associated with acceptance of this report.

Prepared by: Submitted by: Approved by:

Xin Wei, Junior Accountant Susan Hsieh, Director of Finance

Gerry Beaudin, City
Manager

Attachments:

1. Disbursements and Investment Report

APRIL 2025 DISBURSEMENTS
CHECK REGISTER*

DATE CHECK NUMBER AMOUNT
4/1/2025 68180 18,920$
4/3/2025 68181-68282, 68284-68319 801,019
4/7/2025 68333 5,500
4/10/2025 68334-68516 5,699,840
4/16/2025 68524 37,038
4/18/2025 68546-68653 810,089
4/24/2025 68660-68781 1,060,741
4/25/2025 68782-68783 197,174
8,630,322$

ACH PAYMENTS

DATE CHECK NUMBER AMOUNT
4/3/2025 68320-68332 637,337$
4/10/2025 68517-68523 171,616
4/18/2025 68525-68545 4,168,865
4/24/2025 68654-68659 734,599
Payroll & Tax related ACH Payments 890,844
6,603,261$

WIRE TRANSFERS AMOUNT

PAYROLL TRANSFERS

DATE AMOUNT
4/2/2025 1,711,119 $
4/10/2025 41,692
4/16/2025 1,662,483
3,415,294$
TOTAL DISBURSEMENTS 18,648,876$
* Detailed registers available upon request.

$263,285,388

1.67%
296
*Based on Market value
Total Market Value
Effective Rate of Return
Portfolio Snapshot
Average Days to Maturity
Portfolio Characteristics
April 30, 2025

0.2%

28.0%

2.0%

7.5%

1.1%

3.3%

57.5%

0.4%Sector Allocation
Certificates of Deposit - Bank
LAIF
Government Money Market
Medium Term Notes
Treasury Securities - Coupon
Federal Agency Issues - Coupon
Federal Agency Issues - Callable
Supranationals
- 20,000,000 40,000,000 60,000,000 80,000,000 100,000,000 120,000,000 140,000,000 160,000,000 180,000,000 200,000,0000-1 Yrs 1-2 Yrs 2-3 Yrs 3-4 Yrs 4-5 Yrs71%24%2%4%0%Maturity Distribution28.0%0.2%2.0%4.2%65.2%0.4%Assigned Credit Ratings of InvestmentsLAIFFDICDRYFUSAAAAAA

CITY OF PLEASANTON
Portfolio Management
April 30, 2025
City of Pleasanton
Portfolio Summary
% of
Portfolio
Book
ValueInvestments
Market
Value
Par
Value
Days to
MaturityTerm
YTM
360 Equiv.

YTM
365 Equiv.

Certificates of Deposit - Bank 484,448.75 2620.18 3.802232484,448.75484,448.75 3.855 LAIF 73,870,818.50 127.59 4.419173,842,894.2273,870,818.50 4.480 Gov't Money Market 5,254,426.48 11.96 4.05415,254,426.485,254,426.48 4.110 Medium Term Notes 20,254,410.00 1,6437.56 2.59078419,794,300.0020,000,000.00 2.626 Federal Agency Issues - Coupon 2,995,657.09 1,8251.12 1.2625992,884,620.003,000,000.00 1.280 Treasury Securities - Coupon 8,486,386.74 1,0553.17 3.9789918,601,085.008,500,000.00 4.033 Federal Agency Issues - Callable 155,421,490.80 1,82258.05 0.907339151,453,603.55155,630,000.00 0.920 Supranationals 980,200.00 1,7040.37 0.922301970,010.001,000,000.00 0.935 267,747,838.36 100.00%
Investments
263,285,388.00267,739,693.73 1,243 296 2.172 2.202
Current Year
April 30
443,943.69
Fiscal Year To Date
3,282,295.55
Average Daily Balance
Effective Rate of Return
255,472,697.89 235,495,471.04

1.67%2.11%
Total Earnings Month Ending
I hereby certify that, to the best of my knowledge, this report includes all investments in the cash management program, is in accordance with the City's current investment policy dated June 18, 2024 and will meet the City's cash flow needs for the next six months. Market value amounts are from Bank of New York Mellon (safekeeping bank) month-end statements. Book value amounts include premiums or discounts and are adjusted at year end on the general ledger. __________________________________________________ ____________________

SUSAN HSIEH, DIRECTOR OF FINANCE
Portfolio PLST
CC
Reporting period 04/01/2025-04/30/2025
Run Date: 05/21/2025 - 16:38 PM (PRF_PM1) 7.3.11
Report Ver. 7.3.11
5/22/2025

YTM
365

Par Value Book Value
Maturity
Date
Stated
RateMarket Value
April 30, 2025
Portfolio Details - Investments
Average
BalanceIssuer
Portfolio Management

CITY OF PLEASANTON
Days to
Maturity
YTM
360CUSIP Investment #
Purchase
Date
Certificates of Deposit - Bank

3.540Fremont Bank1093-5 234,448.75 234,448.75 08/21/20253.54003/21/2025 234,448.75 3.492SYS-1093-5 112

4.150United Business Bank1091-3 250,000.00 250,000.00 04/11/20264.15004/11/2025 250,000.00 4.093SYS 1091-3 345 484,448.75 3.802484,448.75484,448.75484,448.75Subtotal and Average 3.855 232 LAIF

4.480LOCAL AGENCY INVESTMENT FUND5 73,870,818.50 73,870,818.50 4.48073,842,894.22 4.419SYS5 1 73,870,818.50 4.41973,842,894.2273,870,818.5064,263,292.62Subtotal and Average 4.480 1 Gov't Money Market

4.110Dryfus Govt Cash Mgmt 6727-1 5,116,561.14 5,116,561.14 4.11008/23/2024 5,116,561.14 4.054X9USDCRGO 1

4.110Dryfus Govt Cash Mgmt 6727-2 137,865.34 137,865.34 4.11012/05/2024 137,865.34 4.054X9USDCRGO 1 5,254,426.48 4.0545,254,426.485,254,426.485,954,649.48Subtotal and Average 4.110 1 Medium Term Notes

1.090Toyota Motor Credit Corp6067 3,000,000.00 2,959,140.00 01/09/20260.80003/09/2021 2,929,020.00 1.07589236THW8 253

0.732Apple Inc.6065 2,000,000.00 1,996,860.00 02/08/20260.70002/08/2021 1,946,520.00 0.722037833EB2 283

0.981Apple Inc.6066 3,000,000.00 3,331,380.00 02/23/20263.25002/23/2021 2,979,510.00 0.967037833BY5 298

1.100JPMorgan Chase Bank NA6068 3,000,000.00 3,000,000.00 06/22/20261.10006/22/2021 2,860,470.00 1.08546632FSCO 417

4.329ELI LILLY & CO6082 500,000.00 502,955.00 02/12/20284.55003/20/2025 508,110.00 4.270532457CU0 1,017

4.528STATE STREET CORP6085 500,000.00 500,095.00 02/28/20284.53603/20/2025 504,830.00 4.466857477CU5 1,033

4.378Duke Energy Corporation6090 500,000.00 491,355.00 07/15/20283.80004/22/2025 493,280.00 4.31826444HAE1 1,171

4.590PROLOGIS LP6084 500,000.00 490,595.00 09/15/20284.00003/20/2025 495,810.00 4.52774340XBX8 1,233

4.962JOHN DEERE CAPITAL CORP6073 500,000.00 491,705.00 01/16/20294.50001/15/2025 504,840.00 4.89424422EXH7 1,356

4.854ROYAL BANK OF CANADA6080 500,000.00 501,950.00 01/24/20294.96502/20/2025 506,710.00 4.78778017DAA6 1,364

4.532PACCAR FINANCIAL CORP6083 500,000.00 501,095.00 01/31/20294.60003/20/2025 505,495.00 4.47069371RS80 1,371

4.902BANK OF NEWYORK MELLON6074 500,000.00 493,470.00 02/01/20294.54301/15/2025 503,050.00 4.83506406RBN6 1,372

4.746U.S. Bancorp6087 500,000.00 498,370.00 02/01/20294.65304/22/2025 501,265.00 4.68191159HJK7 1,372

4.377Air Products and Chemicals, In6086 500,000.00 503,835.00 02/08/20294.60004/21/2025 507,190.00 4.317009158BH8 1,379

4.322Cisco Systems, Inc.6089 500,000.00 509,240.00 02/26/20294.85004/21/2025 512,340.00 4.26317275RBR2 1,397

4.747ABBVIE INC.6079 500,000.00 500,950.00 03/15/20294.80002/20/2025 509,315.00 4.68200287YDS5 1,414

4.741UNITED HEALTH GROUP INC.6078 500,000.00 485,910.00 05/15/20294.00002/20/2025 493,670.00 4.67691324PEH1 1,475

5.162MORGAN STANLEY6069 500,000.00 505,770.00 07/20/20295.44912/20/2024 512,810.00 5.09161747YFF7 1,541

5.029Bank of America6076 500,000.00 484,830.00 07/23/20294.27101/15/2025 496,305.00 4.96006051GHM4 1,544

5.077JPMorgan Chase & CO6070 500,000.00 504,480.00 07/24/20295.29912/20/2024 512,010.00 5.00746647PDU7 1,545

4.458Chubb Limited6088 500,000.00 503,710.00 08/15/20294.65004/21/2025 507,835.00 4.397171239AL0 1,567

4.465META PLATFORMS INC6081 500,000.00 496,715.00 08/15/20294.30003/20/2025 503,915.00 4.40430303M8S4 1,567 20,254,410.00 2.59019,794,300.0020,000,000.0018,556,962.96Subtotal and Average 2.626 784 Portfolio PLST
CC
Run Date: 05/21/2025 - 16:38 PM (PRF_PM2) 7.3.11
Report Ver. 7.3.11

YTM
365

Par Value Book Value
Maturity
Date
Stated
RateMarket Value
April 30, 2025
Portfolio Details - Investments
Average
BalanceIssuer
Portfolio Management

CITY OF PLEASANTON
Days to
Maturity
YTM
360CUSIP Investment #
Purchase
Date
Federal Agency Issues - Coupon

1.280FEDERAL HOME LOAN BANK3576 3,000,000.00 2,995,657.09 12/21/20261.25012/22/2021 2,884,620.00 1.2623130AQF65 599 2,995,657.09 1.2622,884,620.003,000,000.002,995,657.09Subtotal and Average 1.280 599 Treasury Securities - Coupon

3.433U S TREASURY2357 750,000.00 747,421.88 10/31/20264.12512/20/2024 754,072.50 3.38691282CLS8 548

4.078U S TREASURY2369 750,000.00 750,644.53 02/28/20274.12503/20/2025 756,037.50 4.02291282CMP3 668

3.805U S TREASURY2373 750,000.00 750,966.80 03/31/20273.87504/21/2025 753,165.00 3.75291282CMV0 699

4.331U S TREASURY2356 750,000.00 745,810.55 11/15/20274.12512/20/2024 759,052.50 4.27191282CLX7 928

4.476U S TREASURY2364 750,000.00 745,283.20 01/15/20284.25001/15/2025 762,015.00 4.41591282CMF5 989

4.053U S TREASURY2370 750,000.00 746,279.30 03/15/20283.87503/20/2025 755,505.00 3.99791282CMS7 1,049

3.803U S TREASURY2372 1,000,000.00 998,515.63 04/15/20283.75004/21/2025 1,003,750.00 3.75191282CMW8 1,080

3.748U S TREASURY2366 750,000.00 735,000.00 05/31/20283.62502/20/2025 749,857.50 3.69791282CHE4 1,126

4.305U S TREASURY2367 750,000.00 751,699.22 08/31/20284.37502/20/2025 766,785.00 4.24691282CHX2 1,218

4.549U S TREASURY2365 750,000.00 751,875.00 09/30/20284.62501/15/2025 773,295.00 4.48791282CJA0 1,248

3.859U S TREASURY2371 750,000.00 762,890.63 11/30/20284.37504/21/2025 767,550.00 3.80691282CJN2 1,309 8,486,386.74 3.9788,601,085.008,500,000.006,815,996.19Subtotal and Average 4.033 991 Federal Agency Issues - Callable

0.715FEDERAL FARM CREDIT BANK4537 3,000,000.00 2,997,750.00 06/30/20250.70007/06/2020 2,981,280.00 0.7063133ELQ49 60

0.707FEDERAL NATIONAL MORTGAGE ASSN4538 3,250,000.00 3,248,862.50 07/14/20250.70007/14/2020 3,225,950.00 0.6973136G4YH0 74

0.710FEDERAL NATIONAL MORTGAGE ASSN4541 3,000,000.00 3,000,000.00 07/22/20250.71007/22/2020 2,975,670.00 0.7003136G4A45 82

0.620FEDERAL HOME LOAN BANK4544 3,000,000.00 2,997,000.00 08/27/20250.60008/27/2020 2,964,180.00 0.6123130AJZ36 118

0.657FREDDIE MAC4545 3,000,000.00 2,998,950.00 09/09/20250.65009/09/2020 2,959,770.00 0.6483134GWA55 131

0.550FEDERAL FARM CREDIT BANK4548 3,340,000.00 3,336,660.00 09/29/20250.53010/05/2020 3,288,163.20 0.5433133EMBJ0 151

0.550FREDDIE MAC4547 3,000,000.00 3,000,000.00 09/30/20250.55009/30/2020 2,953,500.00 0.5423134GWW93 152

0.566FREDDIE MAC4549 3,000,000.00 2,997,600.00 09/30/20250.55010/07/2020 2,953,500.00 0.5593134GWWT9 152

0.600FREDDIE MAC4550 3,000,000.00 3,000,000.00 10/28/20250.60010/28/2020 2,946,390.00 0.5923134GW3F1 180

0.595FEDERAL HOME LOAN BANK4553 3,000,000.00 2,996,250.00 11/25/20250.57011/25/2020 2,938,680.00 0.5873130AKGD2 208

0.600FEDERAL NATIONAL MORTGAGE ASSN4552 3,000,000.00 3,000,000.00 11/25/20250.60011/25/2020 2,939,160.00 0.5923135GA3W9 208

0.620FREDDIE MAC4554 3,000,000.00 3,000,000.00 12/01/20250.62012/01/2020 2,936,670.00 0.6123134GXDM3 214

0.625FEDERAL HOME LOAN BANK4555 3,000,000.00 3,000,000.00 01/22/20260.62501/22/2021 2,924,910.00 0.6163130AKQ74 266

0.650FEDERAL HOME LOAN BANK4557 3,000,000.00 3,000,000.00 01/28/20260.65001/28/2021 2,925,750.00 0.6413130AKRN8 272

0.550FEDERAL NATIONAL MORTGAGE ASSN4556 3,000,000.00 3,000,000.00 01/28/20260.55001/28/2021 2,922,390.00 0.5423135G06R9 272

0.110FEDERAL HOME LOAN BANK4558 3,000,000.00 3,000,000.00 02/12/20260.60002/12/2021 2,920,320.00 0.1093130AKXQ4 287

0.625FEDERAL HOME LOAN BANK4560 3,000,000.00 3,000,000.00 02/17/20260.62502/17/2021 2,920,020.00 0.6163130AL3S1 292

0.650FEDERAL HOME LOAN BANK4561 3,000,000.00 3,000,000.00 02/24/20260.65002/24/2021 2,917,830.00 0.6413130AL5X8 299

0.616FEDERAL HOME LOAN BANK4562 3,125,000.00 3,122,500.00 02/24/20260.60002/24/2021 3,038,906.25 0.6083130AKXJ0 299

0.750FEDERAL HOME LOAN BANK4563 3,000,000.00 3,000,000.00 02/24/20260.75002/24/2021 2,921,280.00 0.7403130ALCV4 299 Portfolio PLST
CC
Run Date: 05/21/2025 - 16:38 PM (PRF_PM2) 7.3.11

YTM
365

Par Value Book Value
Maturity
Date
Stated
RateMarket Value
April 30, 2025
Portfolio Details - Investments
Average
BalanceIssuer
Portfolio Management

CITY OF PLEASANTON
Days to
Maturity
YTM
360CUSIP Investment #
Purchase
Date
Federal Agency Issues - Callable

0.650FEDERAL HOME LOAN BANK4559 3,000,000.00 3,000,000.00 02/26/20260.65002/26/2021 2,917,950.00 0.6413130AKZ25 301

0.922FEDERAL HOME LOAN BANK4572 3,000,000.00 2,989,560.00 02/26/20260.85003/15/2021 2,922,990.00 0.9093130ALGR9 301

0.947FEDERAL HOME LOAN BANK4574 3,000,000.00 2,985,960.00 02/26/20260.85003/18/2021 2,922,990.00 0.9343130ALGR9 301

0.971FEDERAL HOME LOAN BANK4577 3,000,000.00 2,982,510.00 02/26/20260.85003/22/2021 2,922,990.00 0.9583130ALGR9 301

1.000FEDERAL HOME LOAN BANK4579 3,000,000.00 2,978,517.00 02/26/20260.85003/31/2021 2,922,990.00 0.9863130ALGR9 301

0.800FEDERAL HOME LOAN BANK4565 3,000,000.00 3,000,000.00 03/16/20260.80003/16/2021 2,915,880.00 0.7893130ALDN1 319

0.875FEDERAL HOME LOAN BANK4569 3,000,000.00 3,000,000.00 03/23/20260.87503/23/2021 2,916,510.00 0.8633130ALGC2 326

0.959FEDERAL HOME LOAN BANK4576 3,000,000.00 2,987,700.00 03/23/20260.87503/23/2021 2,916,510.00 0.9463130ALGC2 326

1.050FEDERAL FARM CREDIT BANK4575 3,000,000.00 3,000,000.00 03/25/20261.05003/25/2021 2,921,970.00 1.0363133EMUK6 328

1.000FEDERAL HOME LOAN BANK4571 3,000,000.00 3,000,000.00 03/30/20261.00003/30/2021 2,918,160.00 0.9863130ALMM3 333

0.993FEDERAL HOME LOAN BANK4578 3,000,000.00 2,998,050.00 03/30/20260.98003/30/2021 2,917,680.00 0.9803130ALNT7 333

1.026FEDERAL HOME LOAN BANK4581 3,000,000.00 2,996,250.00 03/30/20261.00004/05/2021 2,918,160.00 1.0123130ALMM3 333

1.051FEDERAL HOME LOAN BANK4580 3,000,000.00 2,995,500.00 04/15/20261.02004/15/2021 2,915,790.00 1.0363130ALUC6 349

1.020FEDERAL HOME LOAN BANK4585 2,795,000.00 2,795,000.00 05/19/20261.02005/20/2021 2,710,087.90 1.0063130AMCL4 383

1.010FEDERAL HOME LOAN BANK4587 3,000,000.00 2,998,500.00 05/26/20261.00005/26/2021 2,906,580.00 0.9963130AMH62 390

0.987FEDERAL HOME LOAN BANK4588 3,000,000.00 2,998,950.00 05/26/20260.98005/26/2021 2,906,160.00 0.9743130AMGW6 390

0.901FEDERAL HOME LOAN BANK4590 2,750,000.00 2,746,562.50 05/26/20260.87506/02/2021 2,660,982.50 0.8883130AMHB1 390

1.000FEDERAL HOME LOAN BANK4591 1,500,000.00 1,500,000.00 05/26/20261.00006/02/2021 1,453,290.00 0.9863130AMH62 390

0.921FEDERAL FARM CREDIT BANK4595 3,000,000.00 2,997,000.00 06/15/20260.90006/24/2021 2,895,000.00 0.9083133EMH21 410

1.030FEDERAL HOME LOAN BANK4592 3,000,000.00 3,000,000.00 06/30/20261.03006/30/2021 2,903,250.00 1.0163130AMSL7 425

1.070FEDERAL HOME LOAN BANK4594 3,000,000.00 3,000,000.00 06/30/20261.07006/30/2021 2,902,050.00 1.0553130AMYA4 425

1.000FEDERAL HOME LOAN BANK4596 1,500,000.00 1,500,000.00 06/30/20261.00006/30/2021 1,449,840.00 0.9863130AN2Q2 425

1.025FEDERAL HOME LOAN BANK4597 3,000,000.00 2,999,250.00 07/14/20261.02007/14/2021 2,896,170.00 1.0113130AMWK4 439

1.033FEDERAL HOME LOAN BANK4598 3,000,000.00 2,983,500.00 09/30/20260.92009/30/2021 2,879,280.00 1.0193130AP2P9 517

1.085FEDERAL HOME LOAN BANK4599 3,000,000.00 2,997,750.00 10/14/20261.07010/14/2021 2,883,600.00 1.0713130APC94 531

1.421FEDERAL HOME LOAN BANK4600 530,000.00 526,947.20 11/24/20261.30012/09/2021 509,589.70 1.4013130APU78 572

1.421FEDERAL HOME LOAN BANK4601 1,840,000.00 1,829,401.60 11/24/20261.30012/09/2021 1,769,804.00 1.4013130APUR4 572

1.459FEDERAL HOME LOAN BANK4602 3,000,000.00 2,988,000.00 12/01/20261.37512/09/2021 2,886,540.00 1.4393130APVC6 579

1.425FEDERAL HOME LOAN BANK4605 3,000,000.00 2,999,250.00 12/29/20261.42001/03/2022 2,883,330.00 1.4063130AQG80 607

1.541FEDERAL HOME LOAN BANK4606 3,000,000.00 2,982,750.00 12/29/20261.42001/10/2022 2,883,330.00 1.5193130AQG80 607

1.370FEDERAL HOME LOAN BANK4603 3,000,000.00 3,000,000.00 12/30/20261.37012/30/2021 2,881,170.00 1.3513130AQEC3 608

1.385FEDERAL HOME LOAN BANK4604 3,000,000.00 2,998,500.00 12/30/20261.37512/30/2021 2,881,410.00 1.3663130AQEF6 608

1.926FEDERAL HOME LOAN BANK4607 3,000,000.00 2,975,010.00 01/28/20271.75002/08/2022 2,896,050.00 1.9003130AQLD3 637

2.112FEDERAL HOME LOAN BANK4608 3,000,000.00 2,995,500.00 02/25/20272.08003/08/2022 2,911,200.00 2.0833130AQW66 665 155,421,490.80 0.907151,453,603.55155,630,000.00155,421,490.80Subtotal and Average 0.920 339 Portfolio PLST
CC
Run Date: 05/21/2025 - 16:38 PM (PRF_PM2) 7.3.11

YTM
365

Par Value Book Value
Maturity
Date
Stated
RateMarket Value
April 30, 2025
Portfolio Details - Investments
Average
BalanceIssuer
Portfolio Management

CITY OF PLEASANTON
Days to
Maturity
YTM
360CUSIP Investment #
Purchase
Date
Supranationals

0.935International Finance Corp7000 1,000,000.00 980,200.00 02/26/20260.50006/28/2021 970,010.00 0.92245950VPS9 301 980,200.00 0.922970,010.001,000,000.00980,200.00Subtotal and Average 0.935 301

2.172255,472,697.89 267,739,693.73 2.202 296263,285,388.00 267,747,838.36Total and Average Portfolio PLST
CC
Run Date: 05/21/2025 - 16:38 PM (PRF_PM2) 7.3.11

Par Value Book Value
Maturity
Date
Accrued
InterestMarket Value
April 30, 2025
Portfolio Details with Earnings - Investments
Average
BalanceIssuer
Portfolio Management

CITY OF PLEASANTON
CUSIP Investment #
Purchase
Date
Days To
Maturity
Unrealized
Gain/Loss
Current
Rate YTM
Certificates of Deposit - Bank
FREMON1093-5 234,448.75 234,448.75 08/21/202503/21/2025 234,448.75SYS-1093-5 932.27 0.003.5403.540 112 VCB1091-3 250,000.00 250,000.00 04/11/202604/11/2025 250,000.00SYS 1091-3 568.49 0.004.1504.150 345 484,448.75484,448.75484,448.75484,448.75Subtotal and Average 1,500.76 0.00232 3.8553.855 LAIF
LAIF5 73,870,818.50 73,870,818.5073,842,894.22SYS5 153,402.80 -27,924.284.4804.480 1 73,870,818.5073,842,894.2273,870,818.5064,263,292.62Subtotal and Average 153,402.80 -27,924.281 4.4804.480 Gov't Money Market
DRYFUS7-1 5,116,561.14 5,116,561.1408/23/2024 5,116,561.14X9USDCRGO 15,635.99 0.004.1104.110 1 DRYFUS7-2 137,865.34 137,865.3412/05/2024 137,865.34X9USDCRGO 11,314.66 0.004.1104.110 1 5,254,426.485,254,426.485,254,426.485,954,649.48Subtotal and Average 26,950.65 0.001 4.1104.110 Medium Term Notes
TOYOTA6067 3,000,000.00 2,959,140.00 01/09/202603/09/2021 2,929,020.0089236THW8 7,466.66 -30,120.001.0900.800 253 APPL6065 2,000,000.00 1,996,860.00 02/08/202602/08/2021 1,946,520.00037833EB2 3,227.78 -50,340.000.7320.700 283 APPL6066 3,000,000.00 3,331,380.00 02/23/202602/23/2021 2,979,510.00037833BY5 18,416.67 -351,870.000.9803.250 298 JP6068 3,000,000.00 3,000,000.00 06/22/202606/22/2021 2,860,470.0046632FSCO 11,825.00 -139,530.001.1001.100 417 ELI LI6082 500,000.00 502,955.00 02/12/202803/20/2025 508,110.00532457CU0 4,992.36 5,155.004.3294.550 1017 STESTR6085 500,000.00 500,095.00 02/28/202803/20/2025 504,830.00857477CU5 3,969.00 4,735.004.5284.536 1033 DUKE E6090 500,000.00 491,355.00 07/15/202804/22/2025 493,280.0026444HAE1 5,594.44 1,925.004.3783.800 1171 PROLOG6084 500,000.00 490,595.00 09/15/202803/20/2025 495,810.0074340XBX8 2,555.56 5,215.004.5894.000 1233 JDCC6073 500,000.00 491,705.00 01/16/202901/15/2025 504,840.0024422EXH7 6,526.24 13,135.004.9624.500 1356 RBC6080 500,000.00 501,950.00 01/24/202902/20/2025 506,710.0078017DAA6 6,688.96 4,760.004.8534.965 1364 PCAR6083 500,000.00 501,095.00 01/31/202903/20/2025 505,495.0069371RS80 5,813.89 4,400.004.5324.600 1371 BNYT6074 500,000.00 493,470.00 02/01/202901/15/2025 503,050.0006406RBN6 5,584.63 9,580.004.9024.543 1372 USBANC6087 500,000.00 498,370.00 02/01/202904/22/2025 501,265.0091159HJK7 5,816.25 2,895.004.7464.653 1372 APC6086 500,000.00 503,835.00 02/08/202904/21/2025 507,190.00009158BH8 5,302.78 3,355.004.3764.600 1379 CISCO6089 500,000.00 509,240.00 02/26/202904/21/2025 512,340.0017275RBR2 4,378.47 3,100.004.3214.850 1397 ABBVIE6079 500,000.00 500,950.00 03/15/202902/20/2025 509,315.0000287YDS5 3,066.67 8,365.004.7474.800 1414 UHGI6078 500,000.00 485,910.00 05/15/202902/20/2025 493,670.0091324PEH1 8,944.44 7,760.004.7404.000 1475 MS6069 500,000.00 505,770.00 07/20/202912/20/2024 512,810.0061747YFF7 7,643.74 7,040.005.1615.449 1541 BOFA6076 500,000.00 484,830.00 07/23/202901/15/2025 496,305.0006051GHM4 5,781.19 11,475.005.0294.271 1544 JPMCC6070 500,000.00 504,480.00 07/24/202912/20/2024 512,010.0046647PDU7 7,138.93 7,530.005.0765.299 1545 CHUBB6088 500,000.00 503,710.00 08/15/202904/21/2025 507,835.00171239AL0 4,908.33 4,125.004.4574.650 1567 METAPF6081 500,000.00 496,715.00 08/15/202903/20/2025 503,915.0030303M8S4 4,538.89 7,200.004.4654.300 1567 20,254,410.0019,794,300.0020,000,000.0018,556,962.96Subtotal and Average 140,180.88 -460,110.00784 2.6262.911 Portfolio PLST
CC
Run Date: 05/21/2025 - 16:38 PM (PRF_PM8) 7.3.11
Report Ver. 7.3.11

Par Value Book Value
Maturity
Date
Accrued
InterestMarket Value
April 30, 2025
Portfolio Details with Earnings - Investments
Average
BalanceIssuer
Portfolio Management

CITY OF PLEASANTON
CUSIP Investment #
Purchase
Date
Days To
Maturity
Unrealized
Gain/Loss
Current
Rate YTM
Federal Agency Issues - Coupon
FHLB3576 3,000,000.00 2,995,657.09 12/21/202612/22/2021 2,884,620.003130AQF65 13,541.66 -111,037.091.2801.250 599 2,995,657.092,884,620.003,000,000.002,995,657.09Subtotal and Average 13,541.66 -111,037.09599 1.2801.250 Treasury Securities - Coupon
UST2357 750,000.00 747,421.88 10/31/202612/20/2024 754,072.5091282CLS8 84.54 6,650.623.4334.125 548 UST2369 750,000.00 750,644.53 02/28/202703/20/2025 756,037.5091282CMP3 5,212.30 5,392.974.0774.125 668 UST2373 750,000.00 750,966.80 03/31/202704/21/2025 753,165.0091282CMV0 2,461.58 2,198.203.8043.875 699 UST2356 750,000.00 745,810.55 11/15/202712/20/2024 759,052.5091282CLX7 14,272.27 13,241.954.3304.125 928 UST2364 750,000.00 745,283.20 01/15/202801/15/2025 762,015.0091282CMF5 9,333.56 16,731.804.4764.250 989 UST2370 750,000.00 746,279.30 03/15/202803/20/2025 755,505.0091282CMS7 3,711.79 9,225.704.0523.875 1049 UST2372 1,000,000.00 998,515.63 04/15/202804/21/2025 1,003,750.0091282CMW8 1,639.34 5,234.373.8023.750 1080 UST2366 750,000.00 735,000.00 05/31/202802/20/2025 749,857.5091282CHE4 11,415.75 14,857.503.7473.625 1126 UST2367 750,000.00 751,699.22 08/31/202802/20/2025 766,785.0091282CHX2 5,619.82 15,085.784.3044.375 1218 UST2365 750,000.00 751,875.00 09/30/202801/15/2025 773,295.0091282CJA0 3,016.30 21,420.004.5494.625 1248 UST2371 750,000.00 762,890.63 11/30/202804/21/2025 767,550.0091282CJN2 13,701.92 4,659.373.8594.375 1309 8,486,386.748,601,085.008,500,000.006,815,996.19Subtotal and Average 70,469.17 114,698.26991 4.0334.093 Federal Agency Issues - Callable
FFCB4537 3,000,000.00 2,997,750.00 06/30/202507/06/2020 2,981,280.003133ELQ49 -291.67 -16,470.000.7150.700 60 FNMA4538 3,250,000.00 3,248,862.50 07/14/202507/14/2020 3,225,950.003136G4YH0 6,761.81 -22,912.500.7070.700 74 FNMA4541 3,000,000.00 3,000,000.00 07/22/202507/22/2020 2,975,670.003136G4A45 5,857.50 -24,330.000.7100.710 82 FHLB4544 3,000,000.00 2,997,000.00 08/27/202508/27/2020 2,964,180.003130AJZ36 3,200.00 -32,820.000.6200.600 118 FHLMC4545 3,000,000.00 2,998,950.00 09/09/202509/09/2020 2,959,770.003134GWA55 2,816.67 -39,180.000.6570.650 131 FFCB4548 3,340,000.00 3,336,660.00 09/29/202510/05/2020 3,288,163.203133EMBJ0 1,573.51 -48,496.800.5500.530 151 FHLMC4547 3,000,000.00 3,000,000.00 09/30/202509/30/2020 2,953,500.003134GWW93 1,420.83 -46,500.000.5500.550 152 FHLMC4549 3,000,000.00 2,997,600.00 09/30/202510/07/2020 2,953,500.003134GWWT9 1,420.83 -44,100.000.5660.550 152 FHLMC4550 3,000,000.00 3,000,000.00 10/28/202510/28/2020 2,946,390.003134GW3F1 150.00 -53,610.000.6000.600 180 FHLB4553 3,000,000.00 2,996,250.00 11/25/202511/25/2020 2,938,680.003130AKGD2 7,410.00 -57,570.000.5950.570 208 FNMA4552 3,000,000.00 3,000,000.00 11/25/202511/25/2020 2,939,160.003135GA3W9 7,800.00 -60,840.000.6000.600 208 FHLMC4554 3,000,000.00 3,000,000.00 12/01/202512/01/2020 2,936,670.003134GXDM3 7,750.00 -63,330.000.6200.620 214 FHLB4555 3,000,000.00 3,000,000.00 01/22/202601/22/2021 2,924,910.003130AKQ74 5,156.25 -75,090.000.6250.625 266 FHLB4557 3,000,000.00 3,000,000.00 01/28/202601/28/2021 2,925,750.003130AKRN8 5,037.50 -74,250.000.6500.650 272 FNMA4556 3,000,000.00 3,000,000.00 01/28/202601/28/2021 2,922,390.003135G06R9 4,262.50 -77,610.000.5500.550 272 FHLB4558 3,000,000.00 3,000,000.00 02/12/202602/12/2021 2,920,320.003130AKXQ4 3,950.00 -79,680.000.1100.600 287 FHLB4560 3,000,000.00 3,000,000.00 02/17/202602/17/2021 2,920,020.003130AL3S1 3,854.17 -79,980.000.6250.625 292 FHLB4561 3,000,000.00 3,000,000.00 02/24/202602/24/2021 2,917,830.003130AL5X8 3,629.17 -82,170.000.6500.650 299 FHLB4562 3,125,000.00 3,122,500.00 02/24/202602/24/2021 3,038,906.253130AKXJ0 3,489.58 -83,593.750.6160.600 299 FHLB4563 3,000,000.00 3,000,000.00 02/24/202602/24/2021 2,921,280.003130ALCV4 4,187.50 -78,720.000.7500.750 299 Portfolio PLST
CC
Run Date: 05/21/2025 - 16:38 PM (PRF_PM8) 7.3.11

Par Value Book Value
Maturity
Date
Accrued
InterestMarket Value
April 30, 2025
Portfolio Details with Earnings - Investments
Average
BalanceIssuer
Portfolio Management

CITY OF PLEASANTON
CUSIP Investment #
Purchase
Date
Days To
Maturity
Unrealized
Gain/Loss
Current
Rate YTM
Federal Agency Issues - Callable
FHLB4559 3,000,000.00 3,000,000.00 02/26/202602/26/2021 2,917,950.003130AKZ25 3,520.83 -82,050.000.6500.650 301 FHLB4572 3,000,000.00 2,989,560.00 02/26/202603/15/2021 2,922,990.003130ALGR9 4,604.17 -66,570.000.9220.850 301 FHLB4574 3,000,000.00 2,985,960.00 02/26/202603/18/2021 2,922,990.003130ALGR9 4,604.17 -62,970.000.9470.850 301 FHLB4577 3,000,000.00 2,982,510.00 02/26/202603/22/2021 2,922,990.003130ALGR9 4,604.17 -59,520.000.9710.850 301 FHLB4579 3,000,000.00 2,978,517.00 02/26/202603/31/2021 2,922,990.003130ALGR9 4,604.17 -55,527.001.0000.850 301 FHLB4565 3,000,000.00 3,000,000.00 03/16/202603/16/2021 2,915,880.003130ALDN1 3,000.00 -84,120.000.8000.800 319 FHLB4569 3,000,000.00 3,000,000.00 03/23/202603/23/2021 2,916,510.003130ALGC2 2,770.83 -83,490.000.8750.875 326 FHLB4576 3,000,000.00 2,987,700.00 03/23/202603/23/2021 2,916,510.003130ALGC2 2,770.83 -71,190.000.9590.875 326 FFCB4575 3,000,000.00 3,000,000.00 03/25/202603/25/2021 2,921,970.003133EMUK6 3,150.00 -78,030.001.0501.050 328 FHLB4571 3,000,000.00 3,000,000.00 03/30/202603/30/2021 2,918,160.003130ALMM3 2,583.33 -81,840.001.0001.000 333 FHLB4578 3,000,000.00 2,998,050.00 03/30/202603/30/2021 2,917,680.003130ALNT7 2,531.67 -80,370.000.9930.980 333 FHLB4581 3,000,000.00 2,996,250.00 03/30/202604/05/2021 2,918,160.003130ALMM3 2,583.33 -78,090.001.0251.000 333 FHLB4580 3,000,000.00 2,995,500.00 04/15/202604/15/2021 2,915,790.003130ALUC6 1,360.00 -79,710.001.0501.020 349 FHLB4585 2,795,000.00 2,795,000.00 05/19/202605/20/2021 2,710,087.903130AMCL4 12,829.05 -84,912.101.0191.020 383 FHLB4587 3,000,000.00 2,998,500.00 05/26/202605/26/2021 2,906,580.003130AMH62 12,916.67 -91,920.001.0101.000 390 FHLB4588 3,000,000.00 2,998,950.00 05/26/202605/26/2021 2,906,160.003130AMGW6 12,658.33 -92,790.000.9870.980 390 FHLB4590 2,750,000.00 2,746,562.50 05/26/202606/02/2021 2,660,982.503130AMHB1 10,360.24 -85,580.000.9000.875 390 FHLB4591 1,500,000.00 1,500,000.00 05/26/202606/02/2021 1,453,290.003130AMH62 6,458.33 -46,710.000.9991.000 390 FFCB4595 3,000,000.00 2,997,000.00 06/15/202606/24/2021 2,895,000.003133EMH21 10,200.00 -102,000.000.9200.900 410 FHLB4592 3,000,000.00 3,000,000.00 06/30/202606/30/2021 2,903,250.003130AMSL7 10,385.83 -96,750.001.0301.030 425 FHLB4594 3,000,000.00 3,000,000.00 06/30/202606/30/2021 2,902,050.003130AMYA4 10,789.17 -97,950.001.0701.070 425 FHLB4596 1,500,000.00 1,500,000.00 06/30/202606/30/2021 1,449,840.003130AN2Q2 5,041.67 -50,160.001.0001.000 425 FHLB4597 3,000,000.00 2,999,250.00 07/14/202607/14/2021 2,896,170.003130AMWK4 9,095.00 -103,080.001.0251.020 439 FHLB4598 3,000,000.00 2,983,500.00 09/30/202609/30/2021 2,879,280.003130AP2P9 2,376.67 -104,220.001.0330.920 517 FHLB4599 3,000,000.00 2,997,750.00 10/14/202610/14/2021 2,883,600.003130APC94 1,515.83 -114,150.001.0851.070 531 FHLB4600 530,000.00 526,947.20 11/24/202612/09/2021 509,589.703130APU78 3,004.81 -17,357.501.4201.300 572 FHLB4601 1,840,000.00 1,829,401.60 11/24/202612/09/2021 1,769,804.003130APUR4 10,431.78 -59,597.601.4201.300 572 FHLB4602 3,000,000.00 2,988,000.00 12/01/202612/09/2021 2,886,540.003130APVC6 17,187.50 -101,460.001.4581.375 579 FHLB4605 3,000,000.00 2,999,250.00 12/29/202601/03/2022 2,883,330.003130AQG80 14,436.67 -115,920.001.4251.420 607 FHLB4606 3,000,000.00 2,982,750.00 12/29/202601/10/2022 2,883,330.003130AQG80 14,436.67 -99,420.001.5401.420 607 FHLB4603 3,000,000.00 3,000,000.00 12/30/202612/30/2021 2,881,170.003130AQEC3 34,364.17 -118,830.001.3701.370 608 FHLB4604 3,000,000.00 2,998,500.00 12/30/202612/30/2021 2,881,410.003130AQEF6 34,489.58 -117,090.001.3851.375 608 FHLB4607 3,000,000.00 2,975,010.00 01/28/202702/08/2022 2,896,050.003130AQLD3 13,562.50 -78,960.001.9261.750 637 FHLB4608 3,000,000.00 2,995,500.00 02/25/202703/08/2022 2,911,200.003130AQW66 11,440.00 -84,300.002.1112.080 665 155,421,490.80151,453,603.55155,630,000.00155,421,490.80Subtotal and Average 380,104.12 -3,967,887.25339 0.9200.902 Supranationals
IFC7000 1,000,000.00 980,200.00 02/26/202606/28/2021 970,010.0045950VPS9 902.78 -10,190.000.9350.500 301 Portfolio PLST
CC
Run Date: 05/21/2025 - 16:38 PM (PRF_PM8) 7.3.11

Par Value Book Value
Accrued
InterestMarket Value
April 30, 2025
Portfolio Details with Earnings - Investments
Average
BalanceIssuer
Portfolio Management

CITY OF PLEASANTON
CUSIP Investment #
Purchase
Date
Days To
Maturity
Unrealized
Gain/Loss
Current
Rate YTM
980,200.00970,010.001,000,000.00980,200.00Subtotal and Average 902.78 -10,190.00301 0.9350.500 267,739,693.73 263,285,388.00 267,747,838.36 2.213 296 2.202 787,052.82 -4,462,450.36255,472,697.89Total and Average Portfolio PLST
CC
Run Date: 05/21/2025 - 16:38 PM (PRF_PM8) 7.3.11

Par Value
Stated
Rate
April 30, 2025
Investment Status Report - Investments
Portfolio Management
Book Value
Maturity
Date
Current
Principal

CITY OF PLEASANTON
S&P
YTM
Moody'sCUSIP Investment # Issuer
Purchase
Date
Accrued Interest
At Purchase
Certificates of Deposit - Bank
FREMON1093-5 234,448.75 234,448.753.54008/21/2025SYS-1093-5 03/21/2025 234,448.753.540 VCB1091-3 250,000.00 250,000.004.15004/11/2026SYS 1091-3 04/11/2025 250,000.004.150 484,448.75Certificates of Deposit - Bank Totals 484,448.750.003.855484,448.75 LAIF
LAIF5 73,870,818.50 73,870,818.504.480SYS5 73,870,818.504.480 73,870,818.50LAIF Totals 73,870,818.500.004.48073,870,818.50 Gov't Money Market
DRYFUS7-1 5,116,561.14 5,116,561.144.110X9USDCRGO 08/23/2024 5,116,561.144.110 DRYFUS7-2 137,865.34 137,865.344.110X9USDCRGO 12/05/2024 137,865.344.110 5,254,426.48Gov't Money Market Totals 5,254,426.480.004.1105,254,426.48 Medium Term Notes
TOYOTA6067 3,000,000.00 2,959,140.000.80001/09/202689236THW8 A Received03/09/2021 2,959,140.00A1.090 APPL6065 2,000,000.00 1,996,860.000.70002/08/2026037833EB2 Aaa02/08/2021 1,996,860.00AA0.732 APPL6066 3,000,000.00 3,331,380.003.25002/23/2026037833BY5 Aaa02/23/2021 3,331,380.00AA0.981 JP6068 3,000,000.00 3,000,000.001.10006/22/202646632FSCO Aa06/22/2021 3,000,000.00AA1.100 ELI LI6082 500,000.00 502,955.004.55002/12/2028532457CU0 Aa Received03/20/2025 502,955.00A4.329 STESTR6085 500,000.00 500,095.004.53602/28/2028857477CU5 Aa Received03/20/2025 500,095.00A4.528 DUKE E6090 500,000.00 491,355.003.80007/15/202826444HAE1 A Received04/22/2025 491,355.00A4.378 PROLOG6084 500,000.00 490,595.004.00009/15/202874340XBX8 A Received03/20/2025 490,595.00A4.590 JDCC6073 500,000.00 491,705.004.50001/16/202924422EXH7 A Received01/15/2025 491,705.00A4.962 RBC6080 500,000.00 501,950.004.96501/24/202978017DAA6 A Received02/20/2025 501,950.00A4.854 PCAR6083 500,000.00 501,095.004.60001/31/202969371RS80 A Received03/20/2025 501,095.00A4.532 BNYT6074 500,000.00 493,470.004.54302/01/202906406RBN6 Aa Received01/15/2025 493,470.00A4.902 USBANC6087 500,000.00 498,370.004.65302/01/202991159HJK7 Aaa Received04/22/2025 498,370.00A4.746 APC6086 500,000.00 503,835.004.60002/08/2029009158BH8 A Received04/21/2025 503,835.00A4.377 CISCO6089 500,000.00 509,240.004.85002/26/202917275RBR2 A Received04/21/2025 509,240.00AA4.322 ABBVIE6079 500,000.00 500,950.004.80003/15/202900287YDS5 A Received02/20/2025 500,950.00A4.747 UHGI6078 500,000.00 485,910.004.00005/15/202991324PEH1 A Received02/20/2025 485,910.00A4.741 MS6069 500,000.00 505,770.005.44907/20/202961747YFF7 A Received12/20/2024 505,770.00A5.162 BOFA6076 500,000.00 484,830.004.27107/23/202906051GHM4 A Received01/15/2025 484,830.00A5.029 JPMCC6070 500,000.00 504,480.005.29907/24/202946647PDU7 A Received12/20/2024 504,480.00A5.077 CHUBB6088 500,000.00 503,710.004.65008/15/2029171239AL0 A Received04/21/2025 503,710.00A4.458 METAPF6081 500,000.00 496,715.004.30008/15/202930303M8S4 Aa Received03/20/2025 496,715.00AA4.465 Portfolio PLST
CC
Run Date: 05/21/2025 - 16:38 PM (PRF_PMS) 7.3.11
Report Ver. 7.3.11

Par Value
Stated
Rate
April 30, 2025
Investment Status Report - Investments
Portfolio Management
Book Value
Maturity
Date
Current
Principal

CITY OF PLEASANTON
S&P
YTM
Moody'sCUSIP Investment # Issuer
Purchase
Date
Accrued Interest
At Purchase
20,254,410.00Medium Term Notes Totals 20,254,410.000.002.62620,000,000.00 Federal Agency Issues - Coupon
FHLB3576 3,000,000.00 2,995,657.091.25012/21/20263130AQF65 Aaa12/22/2021 2,995,657.09AA1.280 2,995,657.09Federal Agency Issues - Coupon Totals 2,995,657.090.001.2803,000,000.00 Treasury Securities - Coupon
UST2357 750,000.00 747,421.884.12510/31/202691282CLS8 Aaa12/20/2024 747,421.88AA3.433 UST2369 750,000.00 750,644.534.12502/28/202791282CMP3 Aaa Received03/20/2025 750,644.53AA4.078 UST2373 750,000.00 750,966.803.87503/31/202791282CMV0 Aaa Received04/21/2025 750,966.80AA3.805 UST2356 750,000.00 745,810.554.12511/15/202791282CLX7 Aaa12/20/2024 745,810.55AA4.331 UST2364 750,000.00 745,283.204.25001/15/202891282CMF5 Aaa01/15/2025 745,283.20AA4.476 UST2370 750,000.00 746,279.303.87503/15/202891282CMS7 Aaa Received03/20/2025 746,279.30AA4.053 UST2372 1,000,000.00 998,515.633.75004/15/202891282CMW8 Aaa Received04/21/2025 998,515.63AA3.803 UST2366 750,000.00 735,000.003.62505/31/202891282CHE4 Aaa Received02/20/2025 735,000.00AA3.748 UST2367 750,000.00 751,699.224.37508/31/202891282CHX2 Aaa Received02/20/2025 751,699.22AA4.305 UST2365 750,000.00 751,875.004.62509/30/202891282CJA0 Aaa Received01/15/2025 751,875.00AA4.549 UST2371 750,000.00 762,890.634.37511/30/202891282CJN2 Aaa Received04/21/2025 762,890.63AA3.859 8,486,386.74Treasury Securities - Coupon Totals 8,486,386.740.004.0338,500,000.00 Federal Agency Issues - Callable
FFCB4537 3,000,000.00 2,997,750.000.70006/30/20253133ELQ49 Aaa Received07/06/2020 2,997,750.00AA0.715 FNMA4538 3,250,000.00 3,248,862.500.70007/14/20253136G4YH0 07/14/2020 3,248,862.50AA0.707 FNMA4541 3,000,000.00 3,000,000.000.71007/22/20253136G4A45 Aaa07/22/2020 3,000,000.00AA0.710 FHLB4544 3,000,000.00 2,997,000.000.60008/27/20253130AJZ36 Aaa08/27/2020 2,997,000.00AA0.620 FHLMC4545 3,000,000.00 2,998,950.000.65009/09/20253134GWA55 Aaa09/09/2020 2,998,950.00AA0.657 FFCB4548 3,340,000.00 3,336,660.000.53009/29/20253133EMBJ0 Aaa Received10/05/2020 3,336,660.00AA0.550 FHLMC4547 3,000,000.00 3,000,000.000.55009/30/20253134GWW93 Aaa09/30/2020 3,000,000.00AA0.550 FHLMC4549 3,000,000.00 2,997,600.000.55009/30/20253134GWWT9 Aaa Received10/07/2020 2,997,600.00AA0.566 FHLMC4550 3,000,000.00 3,000,000.000.60010/28/20253134GW3F1 Aaa10/28/2020 3,000,000.00AA0.600 FHLB4553 3,000,000.00 2,996,250.000.57011/25/20253130AKGD2 Aaa11/25/2020 2,996,250.00AA0.595 FNMA4552 3,000,000.00 3,000,000.000.60011/25/20253135GA3W9 Aaa11/25/2020 3,000,000.00AA0.600 FHLMC4554 3,000,000.00 3,000,000.000.62012/01/20253134GXDM3 Aaa12/01/2020 3,000,000.00AA0.620 FHLB4555 3,000,000.00 3,000,000.000.62501/22/20263130AKQ74 Aaa01/22/2021 3,000,000.00AA0.625 FHLB4557 3,000,000.00 3,000,000.000.65001/28/20263130AKRN8 Aaa01/28/2021 3,000,000.00AA0.650 FNMA4556 3,000,000.00 3,000,000.000.55001/28/20263135G06R9 Aaa01/28/2021 3,000,000.00AA0.550 FHLB4558 3,000,000.00 3,000,000.000.60002/12/20263130AKXQ4 Aaa02/12/2021 3,000,000.00AA0.110 FHLB4560 3,000,000.00 3,000,000.000.62502/17/20263130AL3S1 Aaa02/17/2021 3,000,000.00AA0.625 FHLB4561 3,000,000.00 3,000,000.000.65002/24/20263130AL5X8 Aaa02/24/2021 3,000,000.00AA0.650 Portfolio PLST
CC
Run Date: 05/21/2025 - 16:38 PM (PRF_PMS) 7.3.11

Par Value
Stated
Rate
April 30, 2025
Investment Status Report - Investments
Portfolio Management
Book Value
Maturity
Date
Current
Principal

CITY OF PLEASANTON
S&P
YTM
Moody'sCUSIP Investment # Issuer
Purchase
Date
Accrued Interest
At Purchase
Federal Agency Issues - Callable
FHLB4562 3,125,000.00 3,122,500.000.60002/24/20263130AKXJ0 02/24/2021 3,122,500.00AA0.616 FHLB4563 3,000,000.00 3,000,000.000.75002/24/20263130ALCV4 02/24/2021 3,000,000.00AA0.750 FHLB4559 3,000,000.00 3,000,000.000.65002/26/20263130AKZ25 Aaa02/26/2021 3,000,000.00AA0.650 FHLB4572 3,000,000.00 2,989,560.000.85002/26/20263130ALGR9 Aaa Received03/15/2021 2,989,560.00AA0.922 FHLB4574 3,000,000.00 2,985,960.000.85002/26/20263130ALGR9 Aaa Received03/18/2021 2,985,960.00AA0.947 FHLB4577 3,000,000.00 2,982,510.000.85002/26/20263130ALGR9 Aaa Received03/22/2021 2,982,510.00AA0.971 FHLB4579 3,000,000.00 2,978,517.000.85002/26/20263130ALGR9 Aaa Received03/31/2021 2,978,517.00AA1.000 FHLB4565 3,000,000.00 3,000,000.000.80003/16/20263130ALDN1 Aaa03/16/2021 3,000,000.00AA0.800 FHLB4569 3,000,000.00 3,000,000.000.87503/23/20263130ALGC2 Aaa03/23/2021 3,000,000.00AA0.875 FHLB4576 3,000,000.00 2,987,700.000.87503/23/20263130ALGC2 Aaa03/23/2021 2,987,700.00AA0.959 FFCB4575 3,000,000.00 3,000,000.001.05003/25/20263133EMUK6 Aaa03/25/2021 3,000,000.00AA1.050 FHLB4571 3,000,000.00 3,000,000.001.00003/30/20263130ALMM3 Aaa03/30/2021 3,000,000.00AA1.000 FHLB4578 3,000,000.00 2,998,050.000.98003/30/20263130ALNT7 Aaa03/30/2021 2,998,050.00AA0.993 FHLB4581 3,000,000.00 2,996,250.001.00003/30/20263130ALMM3 Aaa Received04/05/2021 2,996,250.00AA1.026 FHLB4580 3,000,000.00 2,995,500.001.02004/15/20263130ALUC6 Aaa04/15/2021 2,995,500.00AA1.051 FHLB4585 2,795,000.00 2,795,000.001.02005/19/20263130AMCL4 Aaa Received05/20/2021 2,795,000.00AA1.020 FHLB4587 3,000,000.00 2,998,500.001.00005/26/20263130AMH62 Aaa05/26/2021 2,998,500.00AA1.010 FHLB4588 3,000,000.00 2,998,950.000.98005/26/20263130AMGW6 Aaa05/26/2021 2,998,950.00AA0.987 FHLB4590 2,750,000.00 2,746,562.500.87505/26/20263130AMHB1 Aaa Received06/02/2021 2,746,562.50AA0.901 FHLB4591 1,500,000.00 1,500,000.001.00005/26/20263130AMH62 Aaa Received06/02/2021 1,500,000.00AA1.000 FFCB4595 3,000,000.00 2,997,000.000.90006/15/20263133EMH21 Aaa Received06/24/2021 2,997,000.00AA0.921 FHLB4592 3,000,000.00 3,000,000.001.03006/30/20263130AMSL7 Aaa06/30/2021 3,000,000.00AA1.030 FHLB4594 3,000,000.00 3,000,000.001.07006/30/20263130AMYA4 Aaa06/30/2021 3,000,000.00AA1.070 FHLB4596 1,500,000.00 1,500,000.001.00006/30/20263130AN2Q2 Aaa06/30/2021 1,500,000.00AA1.000 FHLB4597 3,000,000.00 2,999,250.001.02007/14/20263130AMWK4 Aaa07/14/2021 2,999,250.00AA1.025 FHLB4598 3,000,000.00 2,983,500.000.92009/30/20263130AP2P9 Aaa09/30/2021 2,983,500.00AA1.033 FHLB4599 3,000,000.00 2,997,750.001.07010/14/20263130APC94 Aaa10/14/2021 2,997,750.00AA1.085 FHLB4600 530,000.00 526,947.201.30011/24/20263130APU78 Aaa Received12/09/2021 526,947.20AA1.421 FHLB4601 1,840,000.00 1,829,401.601.30011/24/20263130APUR4 Aaa Received12/09/2021 1,829,401.60AA1.421 FHLB4602 3,000,000.00 2,988,000.001.37512/01/20263130APVC6 Aaa Received12/09/2021 2,988,000.00AA1.459 FHLB4605 3,000,000.00 2,999,250.001.42012/29/20263130AQG80 Aaa Received01/03/2022 2,999,250.00AA1.425 FHLB4606 3,000,000.00 2,982,750.001.42012/29/20263130AQG80 Aaa Received01/10/2022 2,982,750.00AA1.541 FHLB4603 3,000,000.00 3,000,000.001.37012/30/20263130AQEC3 Aaa12/30/2021 3,000,000.00AA1.370 FHLB4604 3,000,000.00 2,998,500.001.37512/30/20263130AQEF6 Aaa12/30/2021 2,998,500.00AA1.385 FHLB4607 3,000,000.00 2,975,010.001.75001/28/20273130AQLD3 Aaa Received02/08/2022 2,975,010.00AA1.926 FHLB4608 3,000,000.00 2,995,500.002.08002/25/20273130AQW66 Aaa Received03/08/2022 2,995,500.00AA2.112 155,421,490.80Federal Agency Issues - Callable Totals 155,421,490.800.000.920155,630,000.00 Portfolio PLST
CC
Run Date: 05/21/2025 - 16:38 PM (PRF_PMS) 7.3.11

Par Value
Stated
Rate
April 30, 2025
Investment Status Report - Investments
Portfolio Management
Book Value
Maturity
Date
Current
Principal

CITY OF PLEASANTON
S&P
YTM
Moody'sCUSIP Investment # Issuer
Purchase
Date
Accrued Interest
At Purchase
Supranationals
IFC7000 1,000,000.00 980,200.000.50002/26/202645950VPS9 Aaa Received06/28/2021 980,200.00AAA0.935 980,200.00Supranationals Totals 980,200.000.000.9351,000,000.00 267,747,838.36Investment Totals 267,747,838.360.00267,739,693.73 2.202 Portfolio PLST
CC
Run Date: 05/21/2025 - 16:38 PM (PRF_PMS) 7.3.11

Stated
Rate
Transaction
Date
April 1, 2025 through April 30, 2025
Activity By Type
Balance
Portfolio Management

CITY OF PLEASANTON
CUSIP Investment # Issuer
Purchases
or Deposits
Redemptions
or Withdrawals
Certificates of Deposit - Bank
United Business Bank1091-2 0.004.890 04/11/2025 250,000.00SYS 1091 United Business Bank1091-3 250,000.004.150 04/11/2025 0.00SYS 1091-3 250,000.00 484,448.75Subtotal 250,000.00
LAIF (Monthly Summary)
LOCAL AGENCY INVESTMENT FUND5 20,587,555.454.480 0.00SYS5

0.00 73,870,818.50Subtotal 20,587,555.45
Gov't Money Market (Monthly Summary)
Dryfus Govt Cash Mgmt 6727-1 5,030,299.374.110 4,684,700.00X9USDCRGO Dryfus Govt Cash Mgmt 6727-2 4,728,187.414.110 5,056,951.13X9USDCRGO 9,741,651.13 5,254,426.48Subtotal 9,758,486.78
Medium Term Notes
Air Products and Chemicals, In6086 503,835.004.600 04/21/2025 0.00009158BH8 Chubb Limited6088 503,710.004.650 04/21/2025 0.00171239AL0 Cisco Systems, Inc.6089 509,240.004.850 04/21/2025 0.0017275RBR2 Duke Energy Corporation6090 491,355.003.800 04/22/2025 0.0026444HAE1 U.S. Bancorp6087 498,370.004.653 04/22/2025 0.0091159HJK7

0.00 20,254,410.00Subtotal 2,506,510.00
Federal Agency Issues - Coupon
2,995,657.09Subtotal
Treasury Securities - Coupon
U S TREASURY2371 762,890.634.375 04/21/2025 0.0091282CJN2 U S TREASURY2372 998,515.633.750 04/21/2025 0.0091282CMW8 U S TREASURY2373 750,966.803.875 04/21/2025 0.0091282CMV0

0.00 8,486,386.74Subtotal 2,512,373.06
Federal Agency Issues - Callable
155,421,490.80Subtotal
Supranationals
980,200.00Subtotal
267,747,838.36Total 9,991,651.1335,614,925.29
Portfolio PLST
CC
Run Date: 05/21/2025 - 16:38 PM (PRF_PM3) 7.3.11
Report Ver. 7.3.11

April 2024 through April 2025
Activity Summary
Month
Portfolio Management
End Year
Number of
Securities
Average
Balance
360
Equivalent
365
Equivalent
Managed
Pool
Rate
Average
Term
Average
Days to Maturity

CITY OF PLEASANTON
Number
of Investments
Purchased
Number
of Investments
Redeemed
Yield to Maturity
254,330,644.64April 2024 75 1,305 4751.915 1.942 4.272 2 2 263,538,122.69May 2024 73 1,301 4561.926 1.953 4.332 0 1 260,556,724.84June 2024 72 1,326 4431.920 1.946 4.480 0 0 249,460,826.05July 2024 72 1,469 4661.649 1.672 4.480 0 0 232,025,539.32August 2024 73 1,467 4431.645 1.668 4.480 1 1 229,828,688.26September 2024 73 1,490 4281.599 1.621 4.480 1 2 220,883,480.07October 2024 71 1,541 4201.495 1.516 4.480 0 1 217,493,941.37November 2024 70 1,540 3941.493 1.514 4.480 0 0 225,183,251.16December 2024 76 1,405 3451.775 1.799 4.480 6 1 241,044,442.47January 2025 80 1,384 3341.844 1.870 4.480 5 2 242,039,662.99February 2025 83 1,385 3291.868 1.894 4.480 5 1 242,036,422.49March 2025 90 1,349 3251.942 1.969 4.480 8 4 255,472,697.89April 2025 95 1,243 2962.172 2.202 4.480 9 1 Average 241,030,192.62 1.788% 1.813% 4.453 3 1 1,400 39677 Portfolio PLST
CC
Run Date: 05/21/2025 - 16:38 PM (PRF_PM4) 7.3.11
Report Ver. 7.3.11

April 2024 through April 2025
Distribution of Investments By Type
Portfolio Management

CITY OF PLEASANTON
AverageMayApril June
2024 2024 by Period
AugustJuly September
2024 2024
NovemberOctober December
2024 2024
January March
2025 2025
April
2025Security Type
February
2025202420242024

0.2 0.20.2Certificates of Deposit - Bank 0.2 0.20.2 0.2 0.20.2 0.2 0.20.2 0.2 0.2% Certificates of Deposit - S & L

28.3 27.028.1LAIF 19.1 17.319.0 13.7 22.013.8 22.0 22.022.0 27.6 21.7% Fidelity - Government Fund
Gov't Money Market 0.1 0.7 1.5 0.41.4 0.8 2.21.1 2.0 0.8% Managed Pool Accounts -4
Passbook/Checking Accounts

9.7 9.910.4Medium Term Notes 10.5 10.211.0 9.9 9.49.9 9.3 7.39.5 7.6 9.6% Bankers Acceptances
Commercial Paper - Discount

1.1 1.21.1Federal Agency Issues - Coupon 1.3 1.31.3 1.4 1.21.4 1.2 1.21.2 1.1 1.2% Federal Agency Issues - Discount
Treasury Securities - Coupon 0.6 1.9 2.51.2 3.2 0.7%
Treasury Securities - Discount

60.3 61.459.8Federal Agency Issues - Callable 68.4 69.868.1 72.8 65.872.9 64.2 64.264.3 58.1 65.4%

0.4 0.40.4Supranationals 0.4 0.40.4 0.5 0.40.5 0.4 0.40.4 0.4 0.4% Miscellaneous Securities - Discount
Portfolio PLST
CC
Run Date: 05/21/2025 - 16:38 PM (PRF_PM5) 7.3.11
Report Ver. 7.3.11

April 30, 2025
Interest Earnings Summary
Month EndingApril 30 Fiscal Year To Date
Portfolio Management

CITY OF PLEASANTON
CD/Coupon/Discount Investments:
68,277.28Interest Collected
Plus Accrued Interest at End of Period
Less Accrued Interest at Beginning of Period
606,380.84
( 449,391.43)
1,842,851.05
601,001.96
( 605,322.56)
Less Accrued Interest at Purchase During Period ( 38,068.07) ( 152,532.39) Interest Earned during Period
Adjusted by Capital Gains or Losses
Earnings during Periods
187,198.62

0.00 1,685,998.06
-293,755.08
187,198.62 1,392,242.98
Pass Through Securities:

0.00Interest Collected
Plus Accrued Interest at End of Period
Less Accrued Interest at Beginning of Period

0.00 ( 0.00)

0.00 0.00
( 0.00)
Less Accrued Interest at Purchase During Period ( 0.00) ( 0.00) Interest Earned during Period
Adjusted by Premiums and Discounts
Adjusted by Capital Gains or Losses
Earnings during Periods

0.00 0.00

0.00 0.00

0.00 0.00

0.00 0.00
Cash/Checking Accounts:
605,523.48Interest Collected
Plus Accrued Interest at End of Period
Less Accrued Interest at Beginning of Period
180,353.45
( 529,131.86)
2,431,990.04
180,353.45
( 722,290.92)
Interest Earned during Period 256,745.07 1,890,052.57
Total Interest Earned during Period
Total Capital Gains or Losses
Total Earnings during Period
443,943.69

0.00 3,576,050.63
-293,755.08
443,943.69 3,282,295.55
Portfolio PLST
CC
Run Date: 05/21/2025 - 16:38 PM (PRF_PM6) 7.3.11
Report Ver. 7.3.11

Item #7

CITY COUNCIL AGENDA REPORT

June 3, 2025
Finance

TITLE: APPROVAL OF FISCAL YEAR 2025/26 RECURRING PURCHASE ORDER

AGREEMENTS

SUMMARY
The City’s Purchasing Policy establishes the types and values of goods and services requiring City Council approval. The Recurring Purchase Order Agreements (RPOAs) included in this report require City Council approval due to their cumulative values in a fiscal year exceeding $100,000. If approved, staff will be authorized to issue RPOAs to the vendors included in the list of recommended recurring purchase orders for FY 2026/26 provided as Attachment 1.

RECOMMENDATION
Authorize the issuance of RPOAs to vendors and amounts up to those listed on Attachment 1 for FY 2025/26.

BACKGROUND
The City’s Purchasing Policy establishes requirements for vendor selection based on the type and value of the goods or services to be purchased. For purchases of goods and ancillary services less than $100,000, the City Manager is authorized to approve selection of the qualified low bidder resulting from a request for bids process; if the purchase is in excess of $100,000 City Council approval is required.

DISCUSSION
As part of the City’s annual purchasing process, individual vendors are provided with RPOAs authorizing departments to make numerous as-needed purchases on a regular basis throughout the year. As an example, a firm operating in accordance with a RPOA for office supplies may have many individual sales with the City, all of which are valued at less than a few hundred dollars; however, the overall annual purchase may be equal to or greater than $100,000.

In reviewing this year’s listing of RPOAs, staff identified a number of vendors that, based on previous activity, will provide products that collectively may be in excess of $100,000. As a result, staff determined that it is appropriate to forward these to the City Council for approval prior to issuing a RPOA for FY 2025/26. As indicated in Attachment 1, some RPOAs are in the middle of a multi-year agreement; however, the City Council is asked to approve only FY 2025/26 RPOA requests.

Competitive Bidding
All vendors listed on Attachment 1 have either been selected through the City’s competitive bidding process or have been declared sole source vendors. If a vendor is designated a sole source vendor, an explanation is provided. Fiscal Year 2025/26 competitive bids for RPOAs for $100,000 or more have been completed. If additional RPOAs for $100,000 or more are

identified during FY 2025/26, the requesting department will individually request City Council approval. Staff recommends approval of the RPOAs listed in Attachment 1.

EQUITY AND SUSTAINABILITY
Not applicable, as this item is a routine administrative matter of City business.

OUTREACH
No outreach was conducted, as this item is a routine administrative matter of City business.

STRATEGIC PLAN ALIGNMENT
Not applicable, as this item is a routine administrative matter.

FISCAL IMPACT
No significant fiscal impact results from this action, as these purchase orders are for budgeted items included in the FY 2025/26 Operating Budget. Most of the RPOAs included in this report are for purchasing and procurement of services or supplies on an as-needed basis. It is anticipated for many of these RPOAs, actual spending will be less than the not-to-exceed amounts. As such, staff may encumber amounts less than the maximum amount indicated in the RPOAs depending on anticipated requirements for goods and services from each vendor.

Staff recognizes that these RPOAs encumber funds at a time when the City is implementing cost reductions and related cost-containment strategies; at the same time, these contracts support the operations and delivery of ongoing programs and services for the entire City organization. With that, staff intends to utilize these contracts for necessary and essential tasks.

Prepared by: Submitted by: Approved by:

Dawn DeMarcus, Senior
Budget and Finance Analyst
Susan Hsieh, Director of Finance

Gerry Beaudin, City
Manager

Attachments:

1. List of Purchase Orders

ATTACHMENT 1
RECURRING (OPEN) PURCHASE ORDER RECOMMENDATIONS FY 2025/26 No. Vendor Name Department Est. Annual
Value
Product/Service Explanation
1 BankCard USA Library &
Recreation
$145,000Merchant Services, fees for
processing credit card transactions
Sole Source for FY2025/26, provides credit card processing payment solutions for customer payments for Civic
Recreation and aquatics.
2 Baker & Taylor Library &
Recreation
$142,200Books, audio books, DVD and CD
purchases, outsourcing services,
and distribution
Sole Source for FY2025/26, the only provider of a proprietary collection development software application to streamline materials acquisition and deaccessioning and to exam
library collections with Evidence-based Selection Planning (ESP) and Diversity, Equity and Inclusion (DEI) tools. Baker & Taylor is one of the largest distributors of physical and digital books.
3 Tri-Valley Community TV City Manager $259,673 TV Broadcasting and production service to the public
Sole Source for FY2025/26, TV30 annual subsidy and Public, Education, and Governmental Access Channels (PEG)
contribution.
4 Core & Main LP Public Works $125,000Utility Infrastructure SuppliesOne of four vendors (Core & Main LP, Pace Supply, Underground Republic Water Works and Griswold Industries dba Cla Val Co.) that provides as-needed utility
infrastructure materials such as larger diameter piping, fittings, couplings that are typically not available at general supply store. This vendor provides a majority of purchases due to their shortest lead time in instances of emergency repairs to support Repair and Replacement (R&R), City's water, sewer, and storm drain system.
5 Pace Supply Public Works $225,000Utility Infrastructure SuppliesOne of four vendors (Core & Main LP, Pace Supply, Underground Republic Water Works and Griswold Industries dba Cla Val Co.) that provides as-needed utility
infrastructure materials such as larger diameter piping, fittings, couplings that are typically not available at general supply store. This vendor provides a majority of purchases due to their shortest lead time in instances of emergency repairs to support Repair and Replacement (R&R), City's water, sewer, and storm drain system.
6 Underground Republic Water WorksPublic Works $125,000Utility Infrastructure SuppliesOne of four vendors (Core & Main LP, Pace Supply, Underground Republic Water Works and Griswold Industries dba Cla Val Co.) that provides as-needed utility
infrastructure materials such as larger diameter piping, fittings, couplings that are typically not available at general supply store. This vendor provides a majority of purchases due to their shortest lead time in instances of emergency repairs to support Repair and Replacement (R&R), City's water, sewer, and storm drain system.
7 Hach Company Public Works $175,000Water quality laboratory testing supplies and equipment
One of three vendors (Hach Co., Fisher Scientific, and Idexx Distributions) that provides testing standards and chemicals required by California Environmental Laboratory
Accreditation Program (ELAP), repair parts and updates to existing analyzers and other miscellaneous laboratory
equipment/tools.
8 Valley Oil Company Public Works $700,000Unleaded and Diesel fuel Sole Source for FY2025/26, Prime supplier for more than 25 years with established emergency agreement that allows a reliable fuel supply in the event of an emergency. Due to the familiarity of City Infrastructure, Valley Oil, Co. has outstanding safety records and specifically equipped rigs that allow servicing City's outlying above-ground fuel tanks.

RECURRING (OPEN) PURCHASE ORDER RECOMMENDATIONS FY 2025/26 No. Vendor Name Department Est. Annual
Value
Product/Service Explanation
9 Site One Landscape Supply Public Works $175,000Materials for repairing and maintaining parks, medians and
facilities irrigation systems
Sole Source for FY2025/26, Site One is the only vendor in Northern California that can supply repair parts and
technical support for the City's Rain Master Irrigation controllers and weather station. Rain Master is the City's standard system for irrigation controllers in park sites. 10 Enterprise FM Public Works $375,000Leased City Fleet Vehicles Sole Source for FY2025/26, City Equipment is currently outfitted with Enterprise vehicles. Conversion out of
Enterprise Fleet would be a financial burden with great time and resources needed.
11 Lincoln Aquatics Public Works $160,000Pool chemicals and supplies for Dolores Bengtson Aquatic Center
Sole Source for FY2025/26, The chemical tanks in the pump room were supplied and owned by Univar, which is Lincoln Aquatica' agent. The City is obligated to only have them filled by Lincoln Aquatics.
12 Tyler Technologies Finance $208,000Annual Software maintenance for ERP System
Sole Source for FY2025/26, Tyler Technologies provides the proprietary software program and existing maintenance and support agreement.
13 Dell Computer Systems Information
Technology
$200,000Provider of computer equipment
(PC's, printers, laptops, servers,
and datacenter infrastructure)
One of seven (Dell, Softchoice, Software Hardware
Integration (SHI), CDW-G, GOVCONN, Southern Computer
Warehouse and Insight) vendors that specialized in the
reselling of printers, software, network equipment,
peripherals, and misc., hardware components to
government sector.
14 CDW Government Information
Technology
$150,000Software, Maintenance and As-
Needed computer equipment
One of seven (Dell, Softchoice, SHI, CDW-G, GOVCONN,
Southern Computer Warehouse and Insight) vendors that
specialized in the reselling of printers, software, network equipment, peripherals, and misc., hardware components
to government sector.
15 Comcast Information
Technology
$180,000Internet Services, Wide-Area-
Network circuits, broadband and
cable tv
Sole Source for FY2025/26, Comcast, under CalNet
Contract, is the local provider of internet, broadband and cable tv.
16 Software Hardware Integration (SHI)Information
Technology
$150,000Software, Maintenance and As-
Needed computer equipment
One of seven (Dell, Softchoice, SHI, CDW-G, GOVCONN,
Southern Computer Warehouse and Insight) vendors that
specialized in the reselling of printers, software, network equipment, peripherals, and misc., hardware components
to government sector.
17 Softchoice Corporation Information
Technology
$275,000Software, Maintenance and As-
Needed computer equipment
One of seven (Dell, Softchoice, SHI, CDW-G, GOVCONN,
Southern Computer Warehouse and Insight) vendors that
specialized in the reselling of printers, software, network equipment, peripherals, and misc., hardware components
to government sector.
18Southern Computer WarehouseInformation
Technology
$150,000Software, Maintenance and As-
Needed computer equipment
One of seven (Dell, Softchoice, SHI, CDW-G, GOVCONN,
Southern Computer Warehouse and Insight) vendors that
specialized in the reselling of printers, software, network equipment, peripherals, and misc., hardware components
to government sector.
19 ENT Networks, Inc Information
Technology
$150,000Contracted bench technicians to
assist with first level helpdesk
tickets and PC replacements
Sole Source for FY2025/26, ENT Networks provides last
minute dispatching of services of technicians who have
already cleared DOJ background check, a local business
able to source technicians the same day under 15 minutes, who have existing network logins.