Agenda packet, regular meeting, second session — Mayor and City Council, October 7, 2026 (part 3 of 7)

RESOLUTION NO. 2026-163

RESOLUTION OF THE MAYOR AND CITY COUNCIL OF

THE CITY OF SAN BERNARDINO, CALIFORNIA,

APPROVING THE APPLICATION TO THE LOCAL

AGENCY FORMATION COMMISSION TO PROVIDE CITY

SEWER SERVICES TO A PROPERTY LOCATED WITHIN
THE UNINCORPORATED TERRITORY AT 4164 NORTH
4 TH AVENUE, SAN BERNARDINO, CALIFORINA, (APN
0265-141-27, -28) WITHIN THE UNICORPORATED
COMMUNITY OF SAN BERNARDINO COUNTY;

AUTHORIZING THE CITY MANAGER TO EXECUTE AN

IRREVOCABLE AGREEMENT TO ANNEX
WHEREAS, Avrohom Tress, as Manager of 4164 North 4th, LLC, a California limited liability company, the owner of the property located at 4164 North 4th Avenue, San Bernardino, California, in the unincorporated community of San Bernardino County, also known as Assessor’s Parcel Number 0265-141-27, -28 has requested connection to the City of San Bernardino’s sewage system; and
WHEREAS, said Property is located within the City’s Sphere of Influences; and WHEREAS, pursuant to Section 2.28.030 (Service outside City Limits) of the San Bernardino Municipal Code, the Mayor and City Council must approve any water and sewer service outside the corporate limits of the City of San Bernardino; and WHEREAS, pursuant to California Government Code Section 56133, a city or district may provide new or extended services by contract or agreement outside its jurisdictional boundaries subject to approval from the Local Agency Formation Commission (LAFCO); and WHEREAS, pursuant to Resolution No. 97-275 the property owner is requesting connection to the City’s sewage system must pay all applicable fees required by the City, San Bernardino Municipal Water District, and LAFCO.

BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS:

SECTION 1. The above recitals are true and correct and are incorporated herein by this reference.

SECTION 2. The Mayor and City Council of the City of San Bernardino hereby authorize an application to the LAFCO for the connection to the City’s sewage system for property located at 4164 North 4th Avenue, Assessor’s Parcel Number 0265-141-27, -28, more fully described as follows:

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Resolution No. 2026-163
Resolution No. 2026-163
October 7, 2026

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0265 - 1 4 1 - 2 7 ( P A R C E L A )

T H A T P O R T I O N O F L A N D S H O W N A S P A R C E L A O F C E R T I F I C A T E O F C O M P L I A N C E N O .

P L L A- 2 0 2 5 - 0 0 0 1 2 A , A S R E C O R D E D O C T O B E R 7 , 2 0 2 5 A S I N S T R U M E N T N O . 2 0 2 5 - 0 2 4 2 5 8 6 , O F

O F F I C I A L R E C O R D S , A N D M O R E
P A R T I C U L A R L Y D E S C R I B E D A S F O L L O W S :

T H O S E C E R T A I N P A R C E L S O F L A N D S I T U A T E D

IN T H E U N I N C O R P O R A T E D A R E A O F S A N

B E R N A R D I N O C O U N T Y , S T A T E O F
C A L I F O R N I A , B E I N G A L L O F P A R C E L S 1 , 2 A N D 3 O F G R A N T D E E D , R E C O R D E D J U L Y 1 , 2 0 0 3 A S D O C U M E N T N O . 2 0 0 3 - 0 4 8 2 3 2 4 ,

O F F I C I A L R E C O R D S O F S A I D C O U N T Y ,

E X C E P T T H A T P O R T I O N L Y I N G S O U T H E R L Y

A N D E A S T E R L Y O F T H E F O L L O W I N G
D E S C R I B E D L I N E : C O M M E N C I N G A T T H E

C E N T E R L I N E I N T E R S E C T I O N O F F O U R T H A V E N U E A N D 4 8 T H S T R E E T A S S H O W N O N T R A C T N O . 1 4 7 1 5 , R E C O R D E D O C T O B E R 2 4 , 2 0 0 3 I N B O O K 2 9 4 , A T P A G E S 6 0 T H R O U G H 6 3

O F T R A C T M A P S , I N T H E O F F I C E O F T H E C O U N T Y R E C O R D E R O F S A I D C O U N T Y ;

T H E N C E A L O N G T H E C E N T E R L I N E O F S A I D F O U R T H S T R E E T , S O U T H 0 0 D E G 0 0 ' 0 0 " W E S T 4 9 5 . 6 5 F E E T ; T H E N C E L E A V I N G S A I D C E N T E R L I N E , N O R T H 9 0 D E G 0 0 ' 0 0 " W E S T 2 0 . 0 0 F E E T T O T H E P O I N T O F B E G I N N I N G , S A I D P O I N T B E I N G S O U T H 0 0 D E G 0 0 ' 0 0 " W E S T 1 6 5 . 6 5 F E E T F R O M T H E N O R T H E A S T C O R N ER O F S A I D P A R C E L 1 O F S A I D G R A N T D E E D ; T H E N C E N O R T H 9 0 D E G 0 0 ' 0 0 " W E S T 2 2 0 . 1 1 F E E T ; T H E N C E N O R T H 0 0 D E G 0 0 ' 0 0 " E A S T 1 . 5 8 F E E T ; T H E N C E N O R T H 9 0 D E G 0 0 ' 0 0 " W E S T 9 1 . 7 5 F E E T T O A L I N E P A R A L L E L W I T H T H E E A S T E R L Y L I N E O F L O T S 5 T H R O U G H 1 1 O F S A I D TR A C T N O . 1 4 7 1 5 ; T H E N C E A L O N G S A I D P A R A L L E L L I N E , S O U T H 0 0 D E G 0 0 ' 0 0 " W E S T 2 3 9 . 9 3 F E E T T O T H E N O R T H E R L Y L I N E O F G R A N T D E E D , R E C O R D E D M A R C H 1 3 , 2 0 2 0 , A S D O C U M E N T N O . 2 0 2 0 - 0 0 9 1 2 4 3 , O F F I C I A L R E C O R D S O F S A I D C O U N T Y .
0265 - 1 4 1 - 2 8 ( P A R C E L B )

T H A T P O R T I O N O F L A N D S H O W N A S P A R C E L B O F C E R T I F I C A T E O F C O M P L I A N C E N O .

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Resolution No. 2026-163
Resolution No. 2026-163
October 7, 2026

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P L L A- 2 0 2 5 - 0 0 0 1 2 B , A S R E C O R D E D O C T O B E R 7 , 2 0 2 5 , A S I N S T R U M E N T N O . 2 0 2 5 - 0 2 4 2 5 9 5 , O F

O F F I C I A L R E C O R D S , A N D M O R E
P A R T I C U L A R L Y D E S C R I B E D A S F O L L O W S :

T H O S E C E R T A I N P A R C E L S O F L A N D S I T U A T E D

I N T H E U N I N C O R P O R A T E D A R E A O F S A N

B E R N A R D I N O C O U N T Y , S T A T E O F
C A L I F O R N I A , B E I N G A L L O F P A R C E L S 2 A N D 3 O F G R A N T D E E D , R E C O R D E D J U L Y 1 , 2 0 0 3 A S D O C U M E N T N O . 2 0 0 3 - 0 4 8 2 3 2 4 , O F F I C I A L

R E C O R D S O F S A I D C O U N T Y , E X C E P T T H A T

P O R T I O N L Y I N G N O R T H E R L Y A N D W E S T E R L Y O F T H E F O L L O W I N G D E S C R I B E D L I N E :

C O M M E N C I N G A T T H E C E N T E R L I N E

I N T E R S E C T I O N O F F O U R T H A V E N U E A N D 4 8 T H S T R E E T A S S H O W N O N T R A C T N O . 1 4 7 1 5 , R E C O R D E D O C T O B E R 2 4 , 2 0 0 3 I N B O O K 2 9 4 , A T P A G E S 6 0 T H R O U G H 6 3 O F T R A C T M A P S , I N

T H E O F F I C E O F T H E C O U N T Y R E C O R D E R O F S A I D C O U N T Y ; T H E N C E A L O N G T H E

C E N T E R L I N E O F S A I D F O U R T H S T R E E T , S O U T H 0 0 D E G 0 0 ' 0 0 " W E S T 4 9 5 . 6 5 F E E T ;

T H E N C E L E A V I N G S A I D C E N T E R L I N E , N O R T H 9 0 D E G 0 0 ' 0 0 " W E S T 2 0 . 0 0 F E E T T O T H E P O I N T O F B E G I N N I N G , S A I D P O I N T B E I N G S O U T H 0 0 D E G 0 0 ' 0 0 " W E S T 1 6 5 . 6 5 F E E T F R O M T H E N O R T H E A S T C O R N E R O F S A I D P A R C E L 1 O F S A I D G R A N T D E E D ; T H E N C E N O R T H 9 0 D E G 0 0 ' 0 0 " W E S T 2 2 0 . 1 1 F E E T ; T H E N C E N O R T H 0 0 D E G 0 0 ' 0 0 " E A S T 1 . 5 8 F E E T ; T H E N C E N O R T H 9 0 D E G 0 0 ' 0 0 " W E S T 9 1 . 7 5 F E E T T O A L I N E

P A R A L L E L W I T H T H E E A S T E R L Y L I N E O F L O T S 5 T H R O U G H 1 1 O F S A I D T R A C T N O . 1 4 7 1 5 ; T H E N C E A L O N G S A I D P A R A L L E L L I N E , S O U T H 0 0 D E G 0 0 ' 0 0 " W E S T 2 3 9 . 9 3 F E E T T O

T H E N O R T H E R L Y L I N E O F G R A N T D E E D , R E C O R D E D M A R C H 1 3 , 2 0 2 0 , A S D O C U M E N T N O . 2 0 2 0 - 0 0 9 1 2 4 3 , O F F I C I A L R E C O R D S O F S A I D C O U N T Y .

SECTION 3. The City Manager is hereby authorized to execute an Irrevocable Agreement to Annex No. 2026-388, a copy of which is attached as Exhibit “A”.

SECTION 4. The City Clerk of said City is hereby authorized and directed to file, or cause to be filed, a certified copy of this resolution with the Executive Officer of the LAFCO.

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Resolution No. 2026-163
Resolution No. 2026-163
October 7, 2026

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SECTION 5. The Mayor and City Council finds this Resolution is not subject to the California Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty, as in this case, that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.

SECTION 6. Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable.

SECTION 7. Effective Date. This Resolution shall become effective immediately.

APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this 7
th day of October 2026.

Helen Tran, Mayor
City of San Bernardino
Attest:

Telicia Lopez, CMC, City Clerk
Approved as to form:

Albert J. Maldonado, City Attorney
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Resolution No. 2026-163
Resolution No. 2026-163
October 7, 2026

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CERTIFICATION

STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss

CITY OF SAN BERNARDINO )
I, Telicia Lopez, CMC, City Clerk, hereby certify that the attached is a true copy of Resolution No. 2026-163, adopted at a regular meeting held on the 7 th day of October 2026 by the
following vote:

Council Members: AYES NAYS ABSTAIN ABSENT
SANCHEZ _____ _____ _______ _______
IBARRA _____ _____ _______ _______
FIGUEROA _____ _____ _______ _______
SHORETT _____ _____ _______ _______
KNAUS _____ _____ _______ _______
FLORES _____ _____ _______ _______
ORTIZ _____ _____ _______ _______
WITNESS my hand and official seal of the City of San Bernardino this 8 th day of October 2026.

Telicia Lopez, CMC, City Clerk
Packet Page. 432

RECORDING REQUESTED BY
AND WHEN RECORDED RETURN TO:

City of San Bernardino
290 N. D Street
San Bernardino, California 92401
Attn: City Manager
Exempt from Recording fee
pursuant to Gov't Code §§ 27383, 6103
(Space above for Recorder’s use)

IRREVOCABLE AGREEMENT TO ANNEX
No. 2026-388
This I r r e v o c a b l e A g r e e m e n t to A n n e x (“Agreement), is entered into this 18th day of March, 2026; by and between Avrohom Tress, as Manager of 4164 North 4th, LLC, a California limited liability company, hereinafter referred to as “OWNER,” and the CITY OF SAN BERNARDINO, a charter city and municipal corporation, hereafter referred to as a “CITY.” OWNER and CITY may be referred to in this Agreement individually as “Party” and collectively as “Parties”.

RECITALS:

WHEREAS, OWNER holds title to the one parcel, APN 0265-141-12-0000, - 15, -24, located at 4164 North 4th Avenue, San Bernardino, California, and parcel is further described as follows:
0 2 6 5 - 1 4 1 - 2 7 ( P A R C E L A )

T H A T P O R T I O N O F L A N D S H O W N A S P A R C E L A O F C E R T I F I C A T E O F C O M P L I A N C E N O .

P L L A - 2 0 2 5 - 0 0 0 1 2 A , A S R E C O R D E D O C T O B E R 7 , 2 0 2 5 A S I N S T R U M E N T N O . 2 0 2 5 - 0 2 4 2 5 8 6 , O F

O F F I C I A L R E C O R D S , A N D M O R E
P A R T I C U L A R L Y D E S C R I B E D A S F O L L O W S :

T H O S E C E R T A I N P A R C E L S O F L A N D S I T U A T E D

I N T H E U N I N C O R P O R A T E D A R E A O F S A N

O F F I C I A L R E C O R D S O F S A I D C O U N T Y ,

E X C E P T T H A T P O R T I O N L Y I N G S O U T H E R L Y

A N D E A S T E R L Y O F T H E F O L L O W I N G
D E S C R I B E D L I N E : C O M M E N C I N G A T T H E

O F T R A C T M A P S , I N T H E O F F I C E O F T H E C O U N T Y R E C O R D E R O F S A I D C O U N T Y ; Packet Page. 433 IRREVOCABLE AGREEMENT TO ANNEX NO. 2026-388 LAFCO SC # _____

T H E N C E A L O N G T H E C E N T E R L I N E O F S A I D F O U R T H S T R E E T , S O U T H 0 0 D E G 0 0 ' 0 0 " W E S T 4 9 5 . 6 5 F E E T ; T H E N C E L E A V I N G S A I D C E N T E R L I N E , N O R T H 9 0 D E G 0 0 ' 0 0 " W E S T 2 0 . 0 0 F E E T T O T H E P O I N T O F B E G I N N I N G , S A I D P O I N T B E I N G S O U T H 0 0 D E G 0 0 ' 0 0 " W E S T 1 6 5 . 6 5 F E E T F R O M T H E N O R T H E A S T C O R N E R O F S A I D P A R C E L 1 O F S A I D G R A N T D E E D ; T H E N C E N O R T H 9 0 D E G 0 0 ' 0 0 " W E S T 2 2 0 . 1 1 F E E T ; T H E N C E N O R T H 0 0 D E G 0 0 ' 0 0 " E A S T 1 . 5 8 F E E T ; T H E N C E N O R T H 9 0 D E G 0 0 ' 0 0 " W E S T 9 1 . 7 5 F E E T T O A L I N E P A R A L L E L W I T H T H E E A S T E R L Y L I N E O F L O T S 5 T H R O U G H 1 1 O F S A I D T R A C T N O . 1 4 7 1 5 ; T H E N C E A L O N G S A I D P A R A L L E L L I N E , S O U T H 0 0 D E G 0 0 ' 0 0 " W E S T 2 3 9 . 9 3 F E E T T O T H E N O R T H E R L Y L I N E O F G R A N T D E E D , R E C O R D E D M A R C H 1 3 , 2 0 2 0 , A S D O C U M E N T N O . 2 0 2 0 - 0 0 9 1 2 4 3 , O F F I C I A L R E C O R D S O F S A I D C O U N T Y .
0 2 6 5 - 1 4 1 - 2 8 ( P A R C E L B )

T H A T P O R T I O N O F L A N D S H O W N A S P A R C E L B O F C E R T I F I C A T E O F C O M P L I A N C E N O .

P L L A - 2 0 2 5 - 0 0 0 1 2 B , A S R E C O R D E D O C T O B E R 7 , 2 0 2 5 , A S I N S T R U M E N T N O . 2 0 2 5 - 0 2 4 2 5 9 5 , O F

O F F I C I A L R E C O R D S , A N D M O R E
P A R T I C U L A R L Y D E S C R I B E D A S F O L L O W S :

T H O S E C E R T A I N P A R C E L S O F L A N D S I T U A T E D

I N T H E U N I N C O R P O R A T E D A R E A O F S A N

R E C O R D S O F S A I D C O U N T Y , E X C E P T T H A T

P O R T I O N L Y I N G N O R T H E R L Y A N D W E S T E R L Y O F T H E F O L L O W I N G D E S C R I B E D L I N E :

C O M M E N C I N G A T T H E C E N T E R L I N E

T H E O F F I C E O F T H E C O U N T Y R E C O R D E R O F S A I D C O U N T Y ; T H E N C E A L O N G T H E

C E N T E R L I N E O F S A I D F O U R T H S T R E E T , S O U T H 0 0 D E G 0 0 ' 0 0 " W E S T 4 9 5 . 6 5 F E E T ;

T H E N C E L E A V I N G S A I D C E N T E R L I N E , N O R T H 9 0 D E G 0 0 ' 0 0 " W E S T 2 0 . 0 0 F E E T T O T H E P O I N T O F B E G I N N I N G , S A I D P O I N T B E I N G S O U T H 0 0 D E G 0 0 ' 0 0 " W E S T 1 6 5 . 6 5 F E E T F R O M T H E Packet Page. 434
IRREVOCABLE AGREEMENT TO ANNEX NO. 2026-388 LAFCO SC # _____ N O R T H E A S T C O R N E R O F S A I D P A R C E L 1 O F S A I D G R A N T D E E D ; T H E N C E N O R T H 9 0 D E G 0 0 ' 0 0 " W E S T 2 2 0 . 1 1 F E E T ; T H E N C E N O R T H 0 0 D E G 0 0 ' 0 0 " E A S T 1 . 5 8 F E E T ; T H E N C E N O R T H 9 0 D E G 0 0 ' 0 0 " W E S T 9 1 . 7 5 F E E T T O A L I N E

WHEREAS, the Property is within the CITY’s sphere of influence; and WHEREAS, OWNER desires to obtain CITY’s sewage system and wastewater treatment plant service for the Property; and
WHEREAS, CITY’s sewage system and wastewater treatment plant service could be provided to the Property by connecting to the CITY’s sewage system; and WHEREAS, CITY’s sewage system and wastewater treatment plant have sufficient capacity to convey and treat the sewage generated by the Property; and WHEREAS, the covenants and conditions set forth herein shall create an equitable servitude upon the parcel, and shall be fully binding upon t h e OWNER, heirs, successors and assigns.

NOW, THEREFORE, the Parties hereto agree as follows:

Packet Page. 435
IRREVOCABLE AGREEMENT TO ANNEX NO. 2026-388 LAFCO SC # _____ SECTION I OWNER AGREES:
a. To consent to the annexation of the Property to the CITY. OWNER agrees to covenant for itself, its agents, employees, contractors, heirs, successors, and assigns (“Successors”) not in any way object to, protest, delay, frustrate or otherwise impede any annexation proceedings concerning the annexation of the Property to the CITY. OWNER and their Successors shall cooperate in every reasonable way with the requests of the CITY, the San Bernardino Local Agency Formation Commission (“LAFCO”), or any other public agency in any proceedings to annex the Property to the CITY. The OWNER and their Successor’s cooperation shall include, but not be limited to, the filing of all necessary applications, petitions, plans, drawings, and any other documentation or information required by the CITY, LAFCO, or any other public agency. b. To pay such annexation fees and costs and other municipal charges as would ordinarily be charged in the annexation of property to the CITY. Said fees shall be payable when the same becomes due and payable.
c. To pay all fees and charges and make all deposits required by the CITY to connect to and use the CITY’s sewage system and wastewater treatment plant service system, and further agrees to be bound by all CITY ordinances, rules and regulations respecting the sewage system.
d. To acknowledge that execution of this Agreement to annex is on behalf of all future heirs, successors, and assigns; and that said Agreement shall be irrevocable without written consent of CITY.
e. To comply with the San Bernardino Municipal Code, General Plan (emphasis on the circulation plan-street section) and any rules and regulations promulgated by the Water Board of the San Bernardino Municipal Water Department relating to CITY’s sewage system and wastewater treatment plant service system.
f. To make application to LAFCO and allow CITY to make application on behalf of the OWNER and pay all application fees, for approval to connect to CITY’s sewage system, pursuant to Section 56133 of the Government Code. g. To execute a standard form agreement with CITY stipulating the terms and conditions under which the connection to the CITY’s sewage system and wastewater treatment plant service system shall be made and maintained. h. OWNER acknowledges and agrees that if CITY determines that any attempted annexation fails or is unreasonably delayed because the OWNER or Successors failed to exercise good faith and best efforts to cause or assist in permitting the annexation to occur, any connection to CITY’s sewage system and wastewater treatment plant service system permitted or authorized by this agreement may Packet Page. 436
IRREVOCABLE AGREEMENT TO ANNEX NO. 2026-388 LAFCO SC # _____ be disconnected at the sole option of CITY and upon reasonable notice to the OWNER to provide for alternative service.
i. OWNER agrees to maintain the Property in good condition and in compliance with reasonable standards. Reasonable standards are defined as the level of maintenance service necessary to keep the appearance and operation of the Property free from visible defects, deterioration, dirt, and debris. j. OWNER shall indemnify, defend, and hold the CITY and its officials and staff harmless from any and all liability, claims, costs (including reasonable attorneys’ fees), damages, expenses and causes of action resulting from any construction performed under or otherwise related to performance of this Agreement.

SECTION II CITY AGREES:
a. To allow OWNER’S parcel, described hereinbefore, to connect to CITY’s sewage system and wastewater treatment plant service system, subject to payment of all applicable fees and permits.

SECTION III BE IT MUTUALLY AGREED, AS FOLLOWS:
a. City Clerk for CITY shall record this Agreement with the County Recorder. b. The benefit to the subject parcel will inure to the benefit of subsequent owners, their heirs, successors, and assigns, and the agreements, conditions, and covenants contained herein shall be binding upon them and upon the land. c. The approval granted to connect said parcel to CITY’s sewage system and wastewater treatment plant service system is contingent upon OWNER securing approval from LAFCO.
d. This Agreement may be executed in counterparts.
e. CITY and OWNER acknowledge that this Agreement is the product of mutual arms-length negotiation and drafting. Accordingly, the rule of construction which provides the ambiguities in a document shall be construed against the drafter of that document shall have no application to the interpretation and enforcement of this Agreement. In any action or proceeding to interpret or enforce this Agreement, the finder of fact may refer to any extrinsic evidence not in direct conflict with any specific provision of this Agreement to determine and give effect to the intention of the parties.
f. This Agreement may only be amended by the written consent of all of the Parties at the time of such amendment. If either Party commences an action against the other Party arising out of or in connection with this Agreement, the Packet Page. 437
IRREVOCABLE AGREEMENT TO ANNEX NO. 2026-388 LAFCO SC # _____ prevailing party shall be entitled to have and recover from the losing Party reasonable attorneys’ fees and costs of suit, and, if CITY is awarded such attorneys’ fees and costs, such award shall constitute a lien upon the Property. g. Failure to insist on any one occasion upon strict compliance with any of the terms, covenants or conditions hereof shall not be deemed a waiver of such term, covenant or condition, nor shall any waiver or relinquishment of any rights or powers hereunder at any one time or more times be deemed a waiver or relinquishment of such other right or power at any other time or times. h. This Agreement has been executed in and shall be governed by the laws of the State of California. Venue shall be in the County of San Bernardino.

Packet Page. 438
IRREVOCABLE AGREEMENT TO ANNEX NO. 2026-388 LAFCO SC # _____

SIGNATURE PAGE TO IRREVOCABLE AGREEMENT TO ANNEX
IN WITNESS WHEREOF, the Parties hereto have caused this agreement to be entered into as of the Effective Date set forth above.

CITY OF SAN BERNARDINO
Approved By:

OWNER
__________________________________ _______________________________ Eric Levitt Signature
City Manager
Avrohom Tress ________________
Name
__________________________________
City Attorney
_______________________________
Signature
Attested By:
______________________________
Name
__________________________________
Telicia Lopez
CMC, City Clerk
Packet Page. 439
IRREVOCABLE AGREEMENT TO ANNEX NO. 2026-388 LAFCO SC # _____

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

State of California
County of )
On before me,
(insert name and title of the officer)
personally appeared ,
who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

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

WITNESS my hand and official seal.

Signature (Seal)
Packet Page. 440
IRREVOCABLE AGREEMENT TO ANNEX NO. 2026-388 LAFCO SC # _____

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

WITNESS my hand and official seal.

Signature (Seal)
Packet Page. 441

EXHIBIT B
Vicinity Map
Annex 2026-388 (Ward 5)
Packet Page. 442
Packet Page. 443

It is recommended that the Mayor and City Council of the City of San Bernardino, California, receive and file and provide staff direction with program implementation.

City Manager's Comments
Economic Development followed the intent of the City Council direction and has moved the positions to part-time and placed additional funding in the actual project improvements. The $80,000 would be funded from the Cultural Development fund and the part-time positions would be funded through salary savings in the Department.

Executive Summary
In advance of the conclusion of the Love Your Block Grant on October 31, 2026, City Council approved a total investment of $150,000 for program staffing and resident-led projects at the September 2, 2026 meeting. The Council also directed staff to bring back an item identifying alternative funding sources to reduce or eliminate the use of General Fund resources for Year Three. In response, staff recommends funding the Year Three program through both departmental salary savings and the Cultural Development Fund.

Background
In 2021, Bloomberg Philanthropies and the Bloomberg Center for Public Innovation (BCPI) at Johns Hopkins University launched the Love Your Block program to help local governments strengthen neighborhoods by empowering residents to lead community improvement projects. Through technical assistance, training, and grant funding, the program supports resident-driven initiatives focused on neighborhood beautification, public art, blight reduction, placemaking, and community engagement.

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In December 2023, the City of San Bernardino applied to participate in the 2024–2026 Love Your Block cohort and was subsequently awarded $100,000 from Johns Hopkins University on February 21, 2024, to implement the program over a two-year period.

The grant funding supported program staffing, resident-led community improvement projects, and access to an AmeriCorps VISTA member. Recognizing the City’s need for additional staffing stability, the Bloomberg Center for Public Innovation awarded the City an additional $60,000 in December 2025 to fund a second part-time Fellow position through October 31, 2026, allowing the City to expand community outreach efforts and continue successful project implementation during Year Two.

The City designed Love Your Block to provide residents with the resources and support necessary to identify opportunities within their neighborhoods and implement projects that create visible improvements. Through partnerships with community-based organizations and nonprofit organizations, the program provides funding, technical assistance, volunteer coordination, and project management to help residents turn their ideas into completed projects.

During Years One and Two, the Love Your Block Program successfully supported resident-led projects that improved neighborhoods, strengthened community connections, and fostered greater community pride. In Year One, the City fully funded eleven (11) resident-led projects, engaging 429 residents and volunteers, generating 486 volunteer hours, removing approximately 24,600 pounds of trash, and clearing nearly 6,955 square yards of grounds. Building on this success, Year Two expanded the program's focus to the Historic Route 66 corridor, supporting beautification, public art, neighborhood improvement, and community-building projects at locations including Ann Shirrells Park, Court Street Square, Villa Señor Library, Santa Fe Depot, Mt.

Vernon and Baseline, and St. Paul A.M.E. Church, with a total of $46,200 awarded to Year Two projects.

The current BCPI grant-funded Love Your Block Program concludes on October 31, 2026. Based on the demonstrated success of the program and its ability to directly engage residents in improving their neighborhoods, City Council expressed support for continuing the program for a third year.

Discussion
The Love Your Block Program has demonstrated that a relatively modest investment can produce visible neighborhood improvements while creating meaningful opportunities for residents to take an active role in their communities. The program provides the City with a structured mechanism to support resident ideas, leverage volunteer participation, build partnerships, and address neighborhood improvement priorities at the local level. Continuing the program will allow the City to maintain the relationships and community momentum established during the first two years while creating a sustainable framework for future resident-led projects.

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Year Three Funding
At its September 2, 2026 meeting, the Mayor and City Council provided direction to proceed with Year Three of the Love Your Block Program with a total investment of $150,000 for the period of November 1, 2026 through October 31, 2027. The initial funding structure contemplated two (2) part-time equivalent (PTE) positions at a combined allocation of $100,000 and $50,000 for resident-led community improvement projects, with the staffing component originally proposed to be funded through the General Fund.

The initial funding was structured as follows:

Year Three Component Allocation Funding Source
Program Staffing – 2 PTE $100,000
Resident-Led Projects $50,000
Total $150,000
General Fund
As part of its September 2, 2026 direction, Council requested that staff identify alternative funding sources to reduce or eliminate the use of General Fund resources for Year Three. In response, staff reviewed the actual cost of maintaining two (2) parttime positions and identified available departmental salary savings, as well as the Cultural Development Fund, as resources that could support the continuation of the program.

Staffing – $70,000:

Following Council's direction to maintain both Love Your Block positions as part-time positions, staff reviewed the actual fully encumbered cost of the two (2) positions. The base fully encumbered cost is $60,285.46. After accounting for additional personnelrelated costs, including CalPERS, Medicare, and the potential for additional regular hours that could cause the positions to exceed the 1,000-hour annual threshold for part-time employees, staff estimates that an additional $9,714.54 would be necessary.

Accordingly, the total staffing allocation is estimated at $70,000.

The proposed $70,000 staffing allocation will support two (2) part-time equivalent positions dedicated to the administration and implementation of the Love Your Block Program. These positions will replace the grant-funded staffing structure that has supported the program during Years One and Two and will provide the continuity necessary to administer Year Three. Responsibilities will include program administration, community outreach, applicant assistance, partnership development, project coordination, volunteer engagement, contract and grant administration, and program reporting.

Based on the actual staffing costs, the full $100,000 originally contemplated for staffing is not necessary to maintain the two part-time positions. This results in $30,000 in available funding that staff proposes to redirect toward resident-led community improvement projects.

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Resident-Led Projects – $80,000:

Staff recommends allocating the additional $30,000 to resident-led projects, increasing the project allocation from the originally proposed $50,000 to $80,000. This would maintain the total Year Three program investment at $150,000 while increasing the amount of funding available to directly support resident-led improvements throughout San Bernardino.

Individual project awards would continue to range from $2,500 to $5,000, allowing the City to support approximately 14 to 28 projects, depending on the number and size of awards approved. The projects would continue to focus on activities such as neighborhood beautification, clean-ups, public art and murals, community gardens, placemaking, cultural expression, and other small-scale improvements that provide a demonstrated benefit to the surrounding community.

The proposed funding structure would be as follows:

Year Three Component Allocation Funding Source
Program Staffing – 2 PTE $70,000 Salary Savings
Resident-Led Projects $80,000 Cultural Development Fund Total $150,000
Funding Source
The original staff recommendation presented to Council proposed utilizing General Fund resources to continue Love Your Block into Year Three. Following Council's direction to proceed with the program while identifying alternative funding sources, staff has identified departmental salary savings and the Cultural Development Fund as alternative resources for the proposed $150,000 investment.

The $70,000 staffing allocation would be supported through available departmental salary savings associated with a vacant position, while the $80,000 resident-led project allocation would be supported through the Cultural Development Fund. This funding structure would allow the City to continue the Love Your Block Program without utilizing General Fund resources, while increasing the amount of funding available for direct investment in resident-led community improvement projects.

The Cultural Development Fund currently has a balance of more than $3.1 million, with approximately $800,000 available for allocation, subject to applicable fiscal requirements and eligible uses. The proposed $80,000 allocation would support projects that may incorporate public art, neighborhood beautification, cultural expression, community identity, and activation of public spaces, consistent with the objectives of the Love Your Block Program.

Program Administration and Community Partnerships
Year Three will continue the collaborative approach established during the first two years of Love Your Block. The City will work with multiple community-based Packet Page. 447
organizations, nonprofit organizations, neighborhood associations, and other community partners to expand outreach and participation throughout all seven City wards. Economic Development staff will provide program information, technical assistance, applicant support, project coordination, and volunteer engagement while ensuring that projects continue to be driven by resident-identified needs and priorities.

To support a consistent and collaborative project selection process, Economic Development will continue to the Love Your Block Project Review Committee consisting of City staff, representatives from City departments with relevant expertise based on the proposed project types, and representatives from community-based organizations participating in the program. The involvement of City departments will help evaluate projects for feasibility, permitting, operational and maintenance considerations, and compliance with applicable City requirements, while communitybased organization representatives will provide additional community perspective and knowledge of neighborhood needs.

The Review Committee will evaluate applications using established program criteria, including community benefit, resident participation, project feasibility and readiness, proposed use of funds, geographic distribution, and alignment with the goals of Love Your Block. Economic Development will coordinate the application and review process and work with the committee to develop funding recommendations, while ensuring that the final selection process remains transparent, equitable, and centered on residentled neighborhood improvement.

Strategic Goals and Priorities
This project is consistent with Goal No. 3 Improved Quality of Life. Participation in the Love Your Block Grant will improve the City’s appearance, cleanliness, and attractiveness through the proposed community-led revitalization projects.

Fiscal Impact
The proposed Year 3 of the Love Your Block program allocates $150,000. Funds in the amount of $80,000 would need to be allocated to the FY 2026/27 Operating Budget for Economic Development from the Cultural Development Fund to fund this program, and Economic Development Department would complete an internal budget amendment from associated GL’s to cover the staffing costs.

Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino, California, receive as filed and provide staff direction with program implementation.

Attachments

1. Love Your Block Program Guidelines – Year 3

2. Love Your Block Blueprint – Bloomberg & JHU
Ward:

All Wards
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Synopsis of Previous Council Actions:

On September 18, 2024, the Mayor and City Council adopted Resolution No. 2024- 204, authorizing the city manager, or designee, to accept grant award funds in the amount of $100,000 for the Bloomberg Center of Public Innovation 2.0 Project (Love Your Block Grant); and authorizing the city manager, or designee, to execute a subaward agreement and any subsequent amendments with Johns Hopkins University (JHU) for the Bloomberg Center of Public Innovation 2.0 Project (Love Your Block Grant) to carry out the service deliverables for the period of May 1, 2024 through April 30, 2026; and authorizing the director of finance & management services to amend and appropriate the $100,000 for the Love Your Block Grant Award in both revenues and expenditures for fiscal year 2024-2025 & 2025-2026 operating budget.

On December 17, 2025, the Mayor and City Council adopted Resolution No. 2025- 403, authorizing the city manager, or designee, to accept additional grant award funds in the amount of $60,000 for the Bloomberg Center of Public Innovation 2.0 Project (Love Your Block Grant); and authorizing the city manager, or designee, to execute amendment #1 to the subaward agreement with Johns Hopkins University (JHU) for the Bloomberg Center of Public Innovation 2.0 Project (Love Your Block Grant) to extend the service deliverables to October 31, 2026; and authorizing the director of finance & management services to amend and appropriate the $60,000 for the Love Your Block Grant Award in both revenues and expenditures for fiscal year 2025-2026 & 2026-2027 operating budget.

On September 2, 2026, the Mayor and City Council received and filed a Love Your Block Year 2 Impact Presentation and Authorized the allocation of $150,000.00 to Year 3 of Love Your Block.

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Program Overview
About the Program
Love Your Block is a community-driven initiative that brings residents and local government together to create cleaner, safer, and more vibrant neighborhoods, one block at a time.

Through small-scale neighborhood improvement projects, Love Your Block empowers community members to identify local needs and work collaboratively on solutions that make a lasting impact. Projects can include community gardens, public art, neighborhood cleanups, beautification efforts, revitalization of public spaces, and other resident-led improvements that strengthen community pride.

Love Your Block Goals
• Empower Residents – Support community-led projects that improve neighborhoods. • Build Connections – Strengthen relationships between residents, local organizations, and city leaders. • Beautify San Bernardino – Enhance public spaces to create a city people love and take pride in. • Support Sustainability – Provide mentorship and resources to help projects have a lasting impact.

Eligibility
Applications are open to individual residents over the age of 18 (unless applying with a co-applicant who is 18+) groups, or community organizations. Applications can also be submitted by local businesses and religious organizations so long as the revitalization project improves public spaces or otherwise primarily benefits the community in the neighborhoods served by the program.

The benefits of the proposed project should extend beyond the mini-grant recipients, contributing to overall community enjoyment and neighborhood revitalization.

Projects must offer opportunities for resident volunteers to participate and perform the revitalization tasks required. Projects can improve public as well as private property, but they must be limited to exterior areas visible to the public.

Applicants do not need to own the property to apply (renters are welcome!), but they must be willing to obtain permission from the owner, according to city rules and regulations.

The project proposed in the application must be possible to accomplish within 6 weeks.

Eligible Applicants
• Residents 18+: Individuals living within San Bernardino (unless applying with a co-applicant who is 18+) • Non-Profit Organizations (501(c)(3))
• Neighborhood Associations: Recognized groups within the city • Community-Based Organizations: Local groups working to improve San Bernardino communities • School / School Organization / School Representative
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Grant Award & Funding
Grant awards range from $2,500 to $5,000. The budget should reflect project needs only; applicants do not need to request the maximum award amount unless that is what the project is expected to cost. Projects may be funded in full or in part by the Love Your Block program.

Eligible Uses of Funds
• Paint and painting supplies
• Plants and landscaping materials
• Planting materials
• Lumber
• Tools
• Volunteer food and beverages
• Any supplies needed to complete the proposed project
• Artists fees & Labor Costs can be considered; not to exceed 25% of total budget Ineligible Uses of Funds
• Interior home/property improvements
• Political events
• Entertainment
• Alcohol
• Rent/utilities
Eligible & Ineligible Activities
Eligible Project Focus
• Projects must focus on community art, vacant lot cleanups, or both. • Projects must address at least one issue: blight, safety, or lack of beautification. • Projects must benefit the community and improve the neighborhood. • Projects must include a maintenance plan for long-term sustainability.

Ineligible Activities
• Projects outside San Bernardino
• Projects benefiting only private individuals, property, or organizations • Political/religious activities
• One-time events
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General Requirements
Requirement Guideline
Grant Award Amounts $2,500 – $5,000
Project Timeline The project must be possible to accomplish within 6 weeks.

Location Projects must be located within San Bernardino city limits.

Community Benefit The project must benefit the community and improve the neighborhood.

Completion Projects must be completed prior to the end of the program
Maintenance Projects must include a maintenance plan for longterm sustainability.

Supplemental Documents
Submit the supplemental documents at time of application:

1. Budget Plan

2. Project Timeline

3. Maintenance Plan

4. Sketches or Renderings of proposed art projects

5. Property Owner Authorization Form only if needed

6. Before Photos (at least 3 photos of the project site)

7. Proof of 501(c)(3) status (Non-Profit Status Determination letter from the IRS), if applicable

8. Letters of Support from community members or organizations

9. Any outside partnership donations or supplemental funding you have or may receive Program Administration
The Love Your Block program may fund projects in full or in part. Applicants are responsible for ensuring that proposed activities meet the program requirements and that all required permissions and supplemental documents are obtained.

Project Requirements at a Glance
• Located within San Bernardino city limits.
• Benefits the broader community.
• Includes opportunities for resident volunteers.
• Focuses on community art, vacant lot cleanup, or both. • Addresses blight, safety, or lack of beautification.
• Can be completed within 6 weeks.
• Includes a long-term maintenance plan.

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Program Timeline
LYB Civic Engagement
Community Outreach Nov – Jan 2027
LYB Mini-Grant Applications Open February 14, 2027
1 st Round of Mini-Grant Winners Announced April 2027
Applications Remain Open
Projects will be awarded on an ongoing rolling basis April – July 2027 Awarded Projects Must Be Completed August 31, 2027
Final Projects Reports Due September 2027
Love Your Block Close Out October 2027
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Grant Review and Approval Process
Review
The Love Your Block Committee will review each application for completeness and preliminary eligibility. To be considered for eligibility, applications must be complete and meet the requirements outlined in the application review rubric. The rubric, which details the criteria applicants must meet, is included below for reference.

Love Your Block: Mini-grant Application Evaluation Rubric Reviewer name: ______________________________________________________ Date: ________________ Project title: ______________________________________________________________________________ Project type: ______________________________________________________________________________ Total score (to be completed last): ____________ / 120
Criteria Scoring Details Maximum
Points
Score
Relevance to the
identified public
problem
0–5 points: Does not address priorities related to the public problem.
6–10 points: Addresses issues but lacks a clear focus.
11–20 points: Directly addresses urgent issues with clear focus. 20 Benefits to the
community
Project impact on community quality of life – Expected
benefits to the community's quality of life, beyond the minigrant recipient. 0–5 points: Does not demonstrate clear benefits to the
community.
6–10 points: Demonstrates some benefit to the community. 11–20 points: Directly demonstrates benefits to the
community.
20 Neighborhood
improvement
Project impact on the overall neighborhood revitalization effort (resident-level impact = “project impact” on the metrics tracker dashboard).
0–5 points: Does not demonstrate clear improvement to the neighborhood.
6–10 points: Demonstrates some impact on neighborhood
improvement.
11–20 points: Directly demonstrates impact on neighborhood improvement.
20 Volunteer
Engagement
Opportunity
Project impact on program engagement.
0–5 points: Does not offer significant opportunities to engage resident volunteers (beyond the applicant).
6–10 points: Offers some opportunities to engage resident volunteers (beyond the applicant).
11–20 points: Project offers extensive opportunities to engage resident volunteers.
20 Relationship
building and trust
Potential to strengthen relationships between City Hall and traditionally disinvested communities.
0–5 points: Does not demonstrate clear potential to
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strengthen relationships between City Hall and traditionally disinvested communities.
6–10 points: Demonstrates some potential to strengthen
relationships between City Hall and traditionally disinvested communities.
11–20 points: Directly demonstrates the potential to
strengthen relationships between City Hall and traditionally disinvested communities.

Budget rationale 0–3 points: Does not provide a strong budget rationale. 4–7 points: Budget rationale is somewhat reasonable.
8–10 points: Directly demonstrates strong budget rationale. 10 Risk assessment /
Feasibility and
project planning
0–3 points: Does not demonstrate strong project feasibility and planning.
4–7 points: Somewhat demonstrates project feasibility and planning.
8–10 points: Directly demonstrates strong project feasibility and planning.
10 TOTAL 120 Points
Scoring notes
Strengths:
_________________________________________________________________________________________ _________________________________________________________________________________________ Weaknesses:
_________________________________________________________________________________________ _________________________________________________________________________________________ Points needing clarification and/or additional comments:
_________________________________________________________________________________________ _________________________________________________________________________________________ Do you recommend funding for this project? ☐ Yes ☐ No ☐ Maybe / Would like to discuss further with the team
Resource note: Updated List of Resources, including outreach materials, application support tools, and communication templates.

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Verification and Eligibility Determination
Upon pre-approval and selection, the Love Your Block Team will notify selected applicants and request any required documentation needed to verify eligibility and finalize grant approval. The Love Your Block Team will work with each selected grantee to assist with completing the required documentation and provide guidance throughout the grant process.

All required documentation must be submitted by the deadline provided by the Love Your Block Team in order for the applicant to remain eligible for funding. If required documentation is not submitted by the deadline, the applicant may be removed from the eligibility list, and an alternate project may be selected.

Grant Disbursement
Once a project has been approved and all required documentation has been completed and verified, the Love Your Block Team will coordinate with the application for execution of the Love Your Block Agreement.

Following execution, staff will work with the appropriate City departments to provide the grantee with a check for the approved grant amount.

Grant funds must be used only for purchases and expenses directly related to the approved Love Your Block project and within the approved project budget. Grantees are responsible for completing their project within the established Love Your Block project timeline.

Any changes to the approved project scope, budget, location, or timeline must be reviewed and approved by the Love Your Block Team prior to implementation.

Grant funds may only be used for the approved project and eligible expenses.

Grant Report and Documentation
Upon completion of the Love Your Block project, each grantee must submit a spending report documenting how the grant funds were used. The spending report must include receipts or other appropriate documentation for purchases made with grant funds.

Grantees are responsible for maintaining all receipts and documentation related to the use of grant funds and submitting them to the Love Your Block Team as part of the project closeout process.

The Love Your Block Team may request additional documentation or clarification regarding project expenses to verify that grant funds were used for the approved project and eligible expenses.

If it is determined that grant funds were not used for the approved project or eligible expenses, the grantee may be required to take corrective action and may be ineligible for future Love Your Block funding.

Post-Grant Follow-Up
Following completion of the project, the Love Your Block Team may conduct follow-up with grantees to document the project's impact on the community and neighborhood.

Grantees may be asked to provide updates regarding project outcomes, volunteer participation, community engagement, photographs, and other information that demonstrates the project's impact.

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This information may be used to evaluate the Love Your Block program and communicate its impact to City leadership, community partners, residents, and other stakeholders.

By accepting a Love Your Block grant, the grantee agrees to participate in reasonable program follow-up and provide requested project information. The Love Your Block Team may also request permission to use project photographs, project descriptions, and other project-related materials for program communications, reports, presentations, and promotional purposes.

Program Complaint and Appeal Process
Complaints or concerns regarding the Love Your Block Mini-Grant Program should first be submitted to the Love Your Block Team for review and resolution.

Applicants or grantees who believe that a program decision has not been resolved through the Love Your Block Team may submit a written complaint or appeal to the appropriate City office for further review.

The City will review complaints and appeals in accordance with applicable City policies and Love Your Block program requirements. Program decisions related to eligibility, project selection, funding, project scope, and compliance will be based on the established program criteria and available funding.

Contact Information
For additional information regarding the Love Your Block Mini-Grant Program, please contact:

City of San Bernardino
Love Your Block Team
Economic Development Department
201 North E Street, 3rd Floor
San Bernardino, CA 92401
Email: [email protected]
For questions regarding the Love Your Block guidelines, application, eligibility requirements, or assistance with completing the application, please contact the Love Your Block Team at the information provided above.

Love Your Block
Community-led projects. Stronger neighborhoods. A better San Bernardino.

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LOVE
YOUR
BLOCK
A Cities of Service Blueprint
Love Your Block®is a tested, high-impact
service strategy in which city leaders engage
community members in revitalizing their
neighborhoods, one block at a time.

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Love your Block is a high-impact service strategy that
connects city leaders with community residents to
help revitalize their neighborhoods one block at a time.

Typically, city officials provide small grants that support volunteer-fueled solutions developed by the community.

Whether turning vacant lots into community gardens,
removing graffiti, or helping elderly neighbors with simple home repairs that allow them to keep their homes, citizen volunteers are making their neighborhoods — and their
cities — better places to live.

Since 2009, Cities of Service has helped dozens of cities implement Love Your Block. More than 9,000 community members have revitalized more than 2,200 blocks, including removing 5.6 million pounds of trash, creating 900 art displays, cleaning 60,000 square feet of graffiti, repairing over 70,000 square feet of community space, and maintaining over 730,000 square feet of public space.

The impact of Love Your Block extends beyond the removal of litter or newly painted buildings. It also improves the quality of life for city residents. Engaged communities are far less likely to let their neighborhoods fall into blighted conditions and can act as a powerful force in preventing crime and other negative behaviors. Love Your Block projects also empower participants and instill community ownership of public spaces. This further motivates citizens to pursue new neighborhood revitalization projects, even after the Love Your Block project has ended. Moreover, participation in Love Your Block forges relationships and builds trust between city officials and neighborhood leaders, leading to greater resilience and better long-term economic and social outcomes for city residents.

LOVE YOUR BLOCK 1
ABOUT

THE PROGRAM
IMPACT
A study by Urban Institute
found that Love Your Block
helps forge strong connections
between city leaders and
citizens and drives collective
action by neighborhood
residents. Read the full study
at citiesofservice.org.

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For Love Your Block to be successful, the initiative must be led by the city. The program is most effective when it includes the following steps:

1. Identify a pressing public problem the city hopes to address with the energy and commitment of resident volunteers.

2. Engage local residents and other community stakeholders, including city agencies, to discuss the problem and identify possible solutions.

3. Design the initiative with input from the community.

4. Coordinate city services that can complement neighborhood projects.

5. Introduce a mini-grant competition to provide small grants to neighborhood groups to help cover the costs of volunteer projects.

6. Activate volunteers and community groups.

7. Work with neighborhood groups to track and report impact metrics for each project, learning from challenges and making mid-course program corrections when necessary.

8. Share and celebrate successes with local residents and other community stakeholders.

9. Take steps to make the initiative sustainable.

Love Your Block addresses a public problem that aligns with the priorities identified by the mayor or city chief executive. This could include such things as preventing or eliminating blighted properties and increasing greenspace, public safety, and helping people who are at risk of losing their homes keep their homes. Experience indicates that the most successful Love Your Block programs are those in which the chief executive understands and appreciates the program and deploys city resources to ensure its success.

LOVE YOUR BLOCK 2
STEP 1: IDENTIFY THE

PUBLIC PROBLEM
HOW IT
WORKS
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LOVE YOUR BLOCK 3
The Cities of Service
citizen engagement
model helps cities work
with their citizens to solve
problems and helps build
trust within communities
and between city leaders
and their residents.

In Lansing, Michigan,
city officials hosted monthly
Leaders in Neighborhood and
Community Services meetings,
opening up communication
and sharing resources and
best practices between the
city, community, and business
leadership.

Once city leaders have identified a problem that can be addressed with support from community volunteers, city officials convene stakeholders and community members to talk about the challenges and how citizens can contribute to solving the problem. Stakeholders may include city agencies and department heads, city council members, neighborhood groups, nonprofit organizations, schools and universities, local businesses, faith groups, and, importantly, residents affected by the problem who have experience and insights to share.

There are many ways to engage the community in these critical conversations — the most important thing is to make sure that the conversations happen. Community deliberation provides an opportunity to test assumptions and clarify thinking with the people who may be affected by this work or have been working in this area for years and have real experience, assets, and resources to contribute.
.

STEP 2: DELIBERATE

WITH COMMUNITY

OUR CITIZEN ENGAGEMENT MODEL
City leaders can build more vibrant communities
with support from their citizens.

SUSTAIN ENGAGEMENT AND PARTICIPATION

BUILD TRUST

DELIBERATE WITH

THE COMMUNITY
Better solutions are
unearthed when
citizens and city
leaders come together.

IDENTIFY

A CHALLENGE
City leaders are
uniquely positioned
to identify challenges
that impact the city
at large.

SHOW
IMPACT
With real results,
city leaders can
celebrate success
and fuel further
citizen engagement.

GET

TO WORK
When city leaders and
citizens collectively
take action, stronger
results are generated
and trust is built.

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LOVE YOUR BLOCK 4
With community input guiding their planning, city leaders design the Love Your Block initiative. City officials should identify:
• How volunteers will be engaged to address the problem, including possible volunteer activities and required skills. For example, does the initiative need volunteers who can run a lawnmower? Do simple home repairs? Have experience with digital technology? Not all volunteers need to be skilled, but make sure that if certain skills are needed, the city recruits for those volunteers and provides training for volunteers where appropriate.
• The neighborhoods that are most in need of attention, for example low-income neighborhoods or those that are especially affected by blighted properties.

It is important to clearly communicate this focus and get agreement from stakeholders, especially the residents.
• The role of the mayor or city chief executive in supporting the initiative. • The role that city agencies or departments will play in implementing the initiative.

Some cities assemble a Love Your Block team with representatives from the relevant agencies that will be involved in the neighborhood projects. • City and external resources that are already being directed at the problem, and how volunteers might help those resources go further, either by addressing the problem more effectively or expanding the scope of the city’s response. For example, maybe the city is trying to tackle the problem of vacant lots by mowing the lots once a season; that’s all the city budget can afford. Volunteers might be engaged to “adopt” and care for the vacant lots all year round, or even transform them into community gardens or playgrounds.
• Output and outcome metrics that demonstrate that the work is being done and making a difference. For example, square feet of graffiti removed or pounds of litter collected. See Step 7 below for a further discussion of metrics. • Partners — including city agencies, nonprofits, land banks, community foundations, and other organizations — that will be enlisted to help implement and sustain this initiative. Partners may supply funding or expertise or may be more directly involved in coordinating Love Your Block projects. An ideal partner will have experience in organizing and engaging citizens in revitalization projects or providing direct services for these types of efforts.

STEP 3: DESIGN

THE INITIATIVE

THE RANGE OF POSSIBLE VOLUNTEER ACTIVITIES
• Graffiti removal
• Neighborhood cleanups
• Transforming vacant lots
• Fixing up or boarding up
abandoned properties
• Physical assessments of
blighted properties
• Educational outreach and
skills-based support for
homeowners facing the
threat of foreclosure
• Basic code compliance
repairs for homes
• Minimal residential home
retrofits to help reduce
homeowner energy bills
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LOVE YOUR BLOCK 5
Once the initiative has been designed, city leaders connect with city agencies to identify services that can be offered to grantees to support their work. The city services are intended to complement the volunteer efforts, not replace them.

Government-provided services could include, but are not limited to:
• Providing extra trash collection for neighborhood cleanups • Providing equipment (trash bags, garden tools, gloves, etc.) • Replacing broken or worn-out litter bins
• Facilitating city permitting processes to secure access to vacant and abandoned lots
• Testing soil on vacant lots
• Ensuring access to water for new community gardens
• Repairing broken street lights
• Repairing potholes and broken sidewalks
• Removing impervious surfaces and providing soil, trees, and mulch for green infrastructure to prevent flooding
• Training and offering technical assistance for specific activities, such as code compliance, energy-saving home repairs, and boarding up abandoned properties STEP 4: COORDINATE

CITY SERVICES

POTENTIAL RESPONSIBILITIES OF PARTNER ORGANIZATIONS MAY INCLUDE • Recruiting and managing volunteers
• Funding and in-kind support for
the initiative
• Managing the disbursement of the minigrants
• Advertising grant application deadlines to
neighborhood associations, civic
organizations, places of worship, and
nonprofit organizations
• Making flyers and brochures and staffing
tables at community events
• Training or coaching grant recipients on
effective project development
and volunteer management
• Collecting and synthesizing impact reports
• Providing information and expertise on the
conversion of vacant, abandoned, and tax
delinquent properties into productive use
• Connecting Love Your Block projects
to other community programs, events,
or activities
• Creating or managing a tool library where
neighborhood groups can borrow tools for
cleanup projects; tools are returned after
projects are completed for future use by other
groups
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LOVE YOUR BLOCK 6
A key component of Love Your Block program is the mini-grant competition — small grants typically in the range of $500 to $2,000 made from the city to a community partner, such as a neighborhood association or a block club. The mini-grant competition is a great way for the city to generate awareness of and enthusiasm for the initiative, provide seed money and other resources for the most-promising proposals, help empower residents to take ownership over their neighborhoods or blocks, and build the capacity of neighborhood groups to design and implement these programs. The city will need to design a process to solicit mini-grant proposals from neighborhood groups, reach out to relevant communities to make sure that they are aware of the competition and encouraged to apply, and select the winners.

Develop a simple request for proposals (RFP) to solicit proposals from neighborhood groups. The RFP should include, at a minimum:
• Grantee eligibility
• The amount or range of the mini-grant awards
• Examples of fundable projects
• Examples of activities that are not eligible for funding • Information on the required impact metrics
• The menu of city services that will be available
Proposals for funding should include, at a minimum:
• A description of the project
• A plan for engaging neighborhood residents
• An outline of volunteer activities
• The city services requested
• How the grantee intends to use the grant funding
• “Before” photos for reporting purposes
STEP 5: LAUNCH

A MINI-GRANT

COMPETITION

OTHER MODELS
Some cities elect not to do a mini-grant
competition. Instead, they may simply provide a
set of city resources and services for selected
neighborhood projects. For example, the city of
Kettering, Ohio, chooses one neighborhood every
year to be the focus of Love Your Block. City
officials interview residents about their concerns
and then work with community partners
to fix up those areas with volunteers. In
Fall River, Massachusetts, the city
created a mobile tool-lending library
and an urban tree farm to support
neighborhood led community
revitalization efforts.

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LOVE YOUR BLOCK 7
Applications can be considered in cycles (typically four to six months) to allow for planning and coordination of city services.

Marketing and outreach: The city should advertise the grant competition broadly to ensure that relevant communities have the opportunity to participate in the initiative.

Spreading the word via other local elected officials, such as city council members, can be particularly useful. Community newspapers may be interested in reporting on the opportunity for their readers. Social media can also be a useful communication tool, as can advertisements in city utility bills or other city publications.

Select a slate of grant winners: Many cities have found it helpful to create a selection committee of judges comprised of the city agencies and community partners that may be involved in the projects. Cities may find it useful to seek a balance between projects that would require significant levels of agency resources, guidance and coaching and projects that can operate with greater self-sufficiency. Cities should select projects that clearly address the public problems identified during the planning process.

Orientation: Cities have found it very useful to conduct an initial orientation meeting for mini-grant recipients. The best times for these meetings are usually after work hours or on weekends. The orientation is an opportunity to:
• Get to know the community leaders that will be coordinating the mini-grant projects.
• Determine which in-kind city services could enhance the results of the project.

Sometimes, representatives from the relevant city agencies are present at orientation meetings to meet grant recipients and discuss available services. • Explain impact-reporting methods and requirements for expenditure and receipt tracking so that grant recipients understand city expectations and how they will be held accountable for use of funds and completion of projects.

Completing grant agreements that include clear, quantifiable metrics is strongly recommended.
• Request that grant recipients begin thinking about a long-term maintenance plan.

Site visits: Based on the availability of city services, the city staff should work with Love Your Block grant recipients to conduct pre-project site visits with agency liaisons and project managers and schedule project implementation dates.

Day-of coordination: While much of the coordination will be done by the grantees and partner organizations, it is helpful for city staff to be available to visit sites on project days to ensure that projects go smoothly and city services are delivered as planned and to do additional troubleshooting as necessary. To increase visibility of the initiative, city staff should coordinate the mayor’s or chief executive’s participation in specific community projects and plan for press coverage of neighborhood projects.

STEP 6: ACTIVATE

VOLUNTEERS
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LOVE YOUR BLOCK 8
Breaking down barriers to participation: Make it as easy as possible for residents in target neighborhoods to participate. Some ways to increase participation might include:
• Holding outreach meetings at times and locations that are convenient to working parents, people on limited income and people with limited mobility. • Translating materials into the languages most spoken in the neighborhood. • Engaging key neighborhood partners (faith-based organizations, community centers, schools, block associations, etc.) to aid with volunteer recruitment.

Collecting data on the impact of each Love Your Block project is critical. It serves as a rallying point for project participants, and it demonstrates to volunteers that their efforts make a real difference in their neighborhoods. The city should ask mini-grant recipients to track at least one output and one outcome that are consistent for all the Love Your Block projects.

An output shows that work is being done, while an outcome shows that the work is making a difference.
• Outputs could include: pounds of litter removed, square feet of graffiti removed, number of community gardens created.
• Outcomes could include: reduced risk of eviction, improved public safety, savings on household energy bills.

Community groups should also submit before and after photos and report any additional metrics that reflect their specific project as outlined in their work plan.

A short community survey can also be a useful way to measure the greater impact on community trust and relationships between city government and residents.

STEP 7: MEASURE
IMPACT
The city of Phoenix, Arizona,
provides extra support to Love
Your Block grantees by
coordinating activities on the
day of the event. The city
prepares the site to make sure
it is safe for volunteers and
parks a trailer full of tools at
the site for volunteers to use.

City staff also arrange for
elected officials to attend
certain events to meet the
volunteers and recognize their
efforts.

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LOVE YOUR BLOCK 9
Once projects are completed and metrics have been collected, the city should share the outcome data with the volunteers, provide opportunities for everyone to discuss what worked and what they might do differently next time, and tell stories of impact. Being open and responsive to feedback is one way that city officials can build deeper, more authentic relationships with the community. By creating opportunities to come together and celebrate success, they show residents how much they appreciate their volunteer efforts and their partnership. To that end, some cities host annual awards celebrations in city hall where they recognize neighborhood leaders for their work on Love Your Block projects.

Others host outdoor picnics and gatherings to enjoy new community gardens and clean vacant lots. However the city chooses to do it, make sure you do it — take the time to reflect, acknowledge great efforts and say thank you.

Steps should be taken throughout the planning and implementation to ensure the sustainability of Love Your Block initiative and the resulting neighborhood projects.

These include:
• Determining which city agency or department will oversee the project going forward or finding a partner organization to continue the program.

For example, in Richmond, California, the Community Services Department oversees the Love Your Block program. In Atlanta, the Atlanta Community Foundation began to manage the program after the first year and continues to run it six years later. • Identifying funding sources to sustain and grow the initiative, such as local foundations, corporate sponsors, and state and federal sources. Many cities have been able to get line-item funding in their city budgets to continue Love Your Block projects.
• Telling the story. City leaders, relevant city agencies and key community partners should communicate the results of this work to the community. This may take the form of a blog on the city website, use of social media, and pitching stories to local press.
• Recognizing volunteers, which is an effective recruitment and retention tool. Research by Points of Light Institute and HandsOn Network shows that recognition motivates volunteers and promotes public awareness in local communities. Consider sending thank-you letters or providing information on the impact of the Love Your Block effort (e.g., before and after photos, impact metrics) to those who volunteered.

STEP 8:

CELEBRATE SUCCESS
STEP 9: SUSTAIN

THE INITIATIVE
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LOVE YOUR BLOCK 10

LOVE YOUR BLOCK IN ACTION
Strong Program Design. To kick off their Love Your Block program, the city of Lansing organized a bus trip to Flint, Michigan (50 miles away) to learn lessons from that city’s Love Your Block program. The mayor of Lansing at that time, Virgil Bernero, joined 20 neighborhood and community partners on the trip to Flint, where they met with then-mayor Dayne Walling and members of his staff who worked on neighborhood revitalization and Love Your Block. During the visit, Lansing learned important program design elements such as:
• The need for a city liaison to neighborhood block clubs and a connection to critical city services
• The importance of facilitated and coordinated resident training • The value of public-private sector partnerships and city-county collaboration that can result in innovative solutions.

The city also began to understand how Love Your Block can spur new solutions with input from new voices.

The Lansing team returned from the trip with new ideas for conducting neighborhood services in Lansing. Andi Crawford, the Lansing Neighborhood Resource Coordinator at the time, and her team immediately began developing the infrastructure and systems to support unified, collaborative action on neighborhood priorities. She began hosting monthly Leaders in Neighborhood and Community Services meetings, opening up communication and sharing resources and best practices between the city and community and business leaders.

Activating Volunteers. Neighborhood groups in Lansing are now fighting blight in their communities through the Love Your Block program. Members of three neighborhood organizations partnered with the city and interested citizens to connect several vibrant neighborhoods with biking-walking trails, activities, and art displays by local artists. The Point West Art Trail serves as a gateway to the city and a community gathering place. The city used a $5,000 Love Your Block mini-grant competition to lay the physical groundwork, and, with the help of the city and AmeriCorps VISTAs, volunteers installed signage, crosswalks, and other street features in preparation for the larger project. The VISTAs also helped the team connect with a wide range of partners to encourage buy-in from additional organizations, including the Lansing Department of Parks and Recreation, the Michigan Department of Transportation, and the Department of Planning and Neighborhood Development. Partners raised $26,000 to fund the development of the trail, which today serves as a point of pride for residents.

Sustaining the Initiative. Today, Love Your Block is fully institutionalized within Lansing.

The city has allocated $40,000 to go toward future Love Your Block grants. Shortly after taking office, Mayor Andy Schor appointed Andi Crawford as the first director of the Department of Neighborhoods and Citizen Engagement — a cabinet-level position akin to the chief service officer role. This appointment was a major signal to citizens that its government wished to work together in bigger and better ways.

LANSING,

MICHIGAN
In collaboration with the
city, nearly 500 citizen
volunteers have collected
over 200 bags of litter,
created 100 art displays,
and cleaned up 20 parks.

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LOVE YOUR BLOCK 11
Identifying the Problem. Like all cities that implement Love Your Block, a key component of the program design process for the city of Richmond, California, was to identify a critical public problem the initiative could address. To that end, the city launched a Community Research Process, the goal of which was to “analyze the landscape of local, communitybased organizations utilizing volunteers, prioritize the specific challenges the city would address through our initiative, and identify the resources and opportunities available to support the effort.” As part of the process, the Love Your Block team collected surveys to gauge residents’ needs. This process highlighted Richmond’s target neighborhoods, Parchester and North Richmond, which were selected based on their poverty levels, blighted properties, vacant lots, and a high number of reports of illegal dumping.

Deliberating with the Community. To promote the initiative and increase community engagement, the city installed an interactive art installation at the Richmond Metro Transportation Center that read, “With $2,000, how would you Love Your Block?” This allowed 225 residents to share their aspirations and concerns for their neighborhoods.

Because of its success, there will be another installation in March, 2018, in both English and Spanish.

To further engage residents, the city completed a Community Asset Mapping exercise with the Shields-Reid Neighborhood Council to identify resident concerns in North Richmond, followed by a workshop to report the results back to the community and receive additional feedback. In Parchester, the team connected with residents at a local National Night Out event to start the conversation around the issues they were concerned about in their neighborhood.

RICHMOND,

CALIFORNIA
For additional resources and information on Love Your Block, please visit citiesofservice.jhu.edu or contact us at [email protected].

Packet Page. 470
Founded in 2009 by New York City Mayor Michael R. Bloomberg and supported through the years by Bloomberg Philanthropies, Cities of Service functions today as an initiative of the Bloomberg Center for Public Innovation at Johns Hopkins University. Cities of Service supports a coalition of more than 300 cities representing millions of people whose mayors and leaders have pledged partnership with residents to solve public problems and create vibrant, thriving communities.

Through dedicated commitment to civic engagement, data-driven decisioning, and humancentered design, Cities of Service taps the knowledge, creativity, and service of residents to advance city-led, resident-powered improvements and build stronger cities.

Join us at citiesofservice.jhu.edu
or follow us on Twitter (X) @citiesofservice and @publicinno.

Packet Page. 471

CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date: October 7, 2026
To: Honorable Mayor and City Council Members
From: Luis Portillo, Director of Economic Development
Department: Economic Development
Subject: Resolution Declaring Intent to Conduct Public Hearing to Order Street Vacation (15.30-445) of an Easement Vacation of a Public Utility Easement located within San Bernardino Valley College, and Reservation of Utilities on Esperanza Street and South K Street (Ward 3)
Recommendation:

Adopt Resolution No. 2026-164 of the Mayor and City Council of the City of San Bernardino, California, declaring its intent to conduct a public hearing to order the vacation of a public utility easement located within San Bernardino Valley College, and reservation of utilities therein.

City Manager's Comments
The City Manager recommends adoption of the Resolution.

Executive Summary
A petition to vacate a public utility easement located within San Bernardino Valley College was received on April 3, 2026, from San Bernardino Valley College, owners of a property located on the corner of Esperanza St and S K St (APNs: 0141-091-02- 0000 through 0141-091-18-0000). The stated reason for the petition to vacate this public utility easement is due to the existing easement is no longer necessary for public use since no public utilities are known to be located within the easement area.

Background
Streets and Highways Code (SHC) section 8312, gives a city legislative body the power to vacate all or part of an alley and sets forth the procedures by which the power to vacate may be executed. The requested street vacation would be conducted under the General Vacation Procedures outlined in SHC sections 8320 through 8325. First, a legislative body may initiate proceedings either on its own initiative or upon a petition or request of an interested person or persons. The initiation of proceedings starts with fixing the date, hour, and place of the hearing, followed by publishing and posting of Packet Page. 472
notices prior to the hearing. After the hearing, if the legislative body finds that the street described in the notice of hearing or petition is unnecessary for present or prospective public use, the legislative body may adopt a resolution vacating the street. The street vacation is then recorded with the County Recorder’s office.

A petition to vacate a public utility easement located within San Bernardino Valley College was received on April 3, 2026, from San Bernardino Valley College, owners of a property located on the corner of Esperanza St and S K St (APNs: 0141-091-02- 0000 through 0141-091-18-0000). The stated reason for the petition to vacate this public utility easement is due to the existing easement is no longer necessary for public use since no public utilities are known to be located within the easement area.

On May 20, 2026, the Mayor and City Council authorized staff to proceed with an investigation and analysis, as required by SHC, to vacate the street. On May 21, 2026, notices were sent out to City Departments, San Bernardino County Fire, utility providers, including the City of San Bernardino Municipal Water Department, informing them of the proposed street vacation. Staff has not received any requests to reserve existing utility easements.

Discussion
The Resolution will set the date, time, and place of the public hearing as November 18, 2026, at 5:00PM at 555 West 6th Street, San Bernardino, California at the Feldhym Central Library. At that time, interested parties may present comments or evidence to the Mayor and City Council regarding the proposed street vacation. The Resolution of Intention will also direct staff to publish notices of the public hearing in the newspaper, as well as, posting notices along the proposed street vacation as required by the SHC sections 8322 and 8323.

Following the public hearing, staff will present, for the Mayor and City Council’s Consideration, a Resolution Ordering the Real Property Street Vacation 15-30-445, with reservation of utility easements therein, adopting a Categorical Exemption for the street vacation, and make a final order of vacation for the street as described in the Real Property Street Vacation.

The property vacation proceedings are not completed until the Resolution making the final order for Real Property Street Vacation 15.30-445 has been recorded with the San Bernardino County Recorder’s office pursuant to SHC section 8325. Pursuant to SHC section 8324, the resolution of vacation may provide that the vacation occurs only after conditions required by the legislative body have been satisfied and may instruct the clerk that the resolution of vacation is not recorded until the conditions have been satisfied.

Strategic Goals and Priorities
This project is consistent with Key Target No. 2d: Develop and implement a community engagement plan. Public Hearings conducted in response to requests for street vacations provide an opportunity for surrounding property owners and members of the Packet Page. 473
public to engage with the Mayor and City Council, provide input through public comments, and share in the discussion regarding vacating the public right of way.

Fiscal Impact
There is no fiscal impact associated with this action. The applicant has paid $1,020 in fees.

Conclusion
Adopt Resolution No. 2026-164 of the Mayor and City Council of the City of San Bernardino, California, declaring its intent to conduct a public hearing to order the vacation of a public utility easement located within San Bernardino Valley College, and reservation of utilities therein.

Attachments
Attachment 1 – Resolution No. 2026-164
Attachment 2 – Exhibit A – Legal Description
Attachment 3 – Exhibit B – Plat Map
Attachment 4 - Aerial Map
Ward:

Third Ward
Synopsis of Previous Council Actions:

May 20, 2026 The Mayor and City Council authorized staff to proceed with an investigation and analysis to vacate a public utility easement located within San Bernardino Valley College, and reservation of utilities therein.

Packet Page. 474
Resolution No. 2026-164
Resolution 2026-164
October 7, 2026

Page 1 of 3 ends

RESOLUTION NO. 2026-164

RESOLUTION OF THE MAYOR AND CITY COUNCIL OF

THE CITY OF SAN BERNARDINO, CALIFORNIA,

DECLARING ITS INTENT TO CONDUCT A PUBLIC

HEARING TO ORDER THE VACATION OF A PUBLIC

UTILITY EASEMENT LOCATED WITHIN SAN

BERNARDINO VALLEY COLLEGE, AND RESERVATION

OF UTILITIES THEREIN
WHEREAS, the Economic Development Department previously received a petition to vacate a public utility easement located within San Bernardino Valley College, and the reservation of utilities therein; and
WHEREAS, the real property street vacation is due to the existing easement is no longer necessary for public use since no public utilities are known to be located within the easement area; and
WHEREAS, the easement vacation will be beneficial to San Bernardino Valley College in improving their while satisfying the Development Code requirements; and WHEREAS, on May 20, 2026, the Mayor and City Council authorized staff to proceed with an investigation and analysis to vacate the public utility easement; and WHEREAS, on May 21, 2026, notices were sent out to City Departments, San Bernardino County Fire, utility providers, including the San Bernardino Municipal Water Department informing them of the proposed public utility easement vacation.

BE IT RESOLVED BY THE MAYOR AND CITY COUNCIL OF THE CITY OF SAN BERNARDINO AS FOLLOWS:

SECTION 1. The Mayor and City Council of San Bernardino, California hereby declares its intention to order the vacation of public utility easement located within San Bernardino Valley College (No. 15.30-445), and the reservation of utilities therein as described on the legal description attached hereto and incorporated as Exhibit “A” and depicted on the map attached hereto and incorporated herein as Exhibit “B”.

SECTION 2. The Mayor and City Council of San Bernardino, California, in vacating the above-described portion of said street, elects to proceed in accordance with the provisions of the “Public Streets, Highways and Service Easements Vacation Law”, being Division 9, Part 3, of the Streets and Highways Code of the State of California.

SECTION 3. The hour of 5:00 p.m., on Wednesday, November 18, 2026, at 555 West 6th Street, San Bernardino, California, 92410, is fixed as the time and place when and where all persons interested in or objecting to the proposed vacation areas may appear before the Mayor and City Council of San Bernardino, California, and offer evidence in relation hereto.

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Resolution No. 2026-164
Resolution 2026-164
October 7, 2026

Page 2 of 3 ends

SECTION 4. The Mayor and City Council hereby direct the City Engineer of the City of San Bernardino to cause a Notice of Street Vacation to be posted as required by said “Public Streets, Highways and Service Easements Vacation Law.”
SECTION 5. The City Clerk shall certify the adoption of this Resolution of Intention and shall cause the same to be published once per week for two successive weeks in The Sun, a newspaper published and circulated in the City of San Bernardino, prior to the above date set forth for the public hearing.

SECTION 6. The Mayor and City Council finds this Resolution is not subject to the California Environmental Quality Act (CEQA) in that the activity is covered by the general rule that CEQA applies only to projects which have the potential for causing a significant effect on the environment. Where it can be seen with certainty, as in this case, that there is no possibility that the activity in question may have a significant effect on the environment, the activity is not subject to CEQA.

SECTION 7. Severability. If any provision of this Resolution or the application thereof to any person or circumstance is held invalid, such invalidity shall not affect other provisions or applications, and to this end the provisions of this Resolution are declared to be severable.

SECTION 8. Effective Date. This Resolution shall become effective immediately.

APPROVED and ADOPTED by the City Council and signed by the Mayor and attested by the City Clerk this 7th day of October 2026.

Helen Tran, Mayor
City of San Bernardino
Attest:

Telicia Lopez, CMC, City Clerk
Approved as to form:

Albert J. Maldonado, City Attorney
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Resolution No. 2026-164
Resolution 2026-164
October 7, 2026

Page 3 of 3 ends

CERTIFICATION

STATE OF CALIFORNIA )
COUNTY OF SAN BERNARDINO) ss

CITY OF SAN BERNARDINO )
I, Telicia Lopez, CMC, City Clerk, hereby certify that the attached is a true copy of Resolution No. 2026-164, adopted at a regular meeting held on the 7th day of October 2026 by the following vote:

Telicia Lopez, CMC, City Clerk
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EXHIBIT "A"

UTILITY EASEMENT VACATION

LEGAL DESCRIPTION
THOSE PORTIONS OF LOTS 1 THROUGH 18 AND LOTS 56 THROUGH 73 OF JUNIOR COLLEGE HEIGHTS, TRACT NO. 2227, IN THE CITY OF SAN

BERNARDINO, COUNTY OF SAN BERNARDINO, STATE OF CALIFORNIA, DESCRIBED AS FOLLOWS:

AN EASEMENT AND RIGHT OF WAY OVER AND ALONG THE REAR FIVE

FEET OF SAID LOTS IN SAID SUBDIVISION FOR THE CONSTRUCTION

THEREON AND THEREIN OF SEWERS AND CONNECTIONS, WATER MAINS

AND CONNECTIONS, GAS MAINS AND CONNECTIONS, TELEPHONE AND

TELEGRAPH AND ELECTRIC ENERGY POLES, WIRES AND CONDUITS AND

FOR THE CONSTRUCTION THEREON AND THEREIN ALL APPLIANCES NECESSARY OR CONVINIENT FOR USE IN CONNECTION WITH THE AFORESAID UTILITIES.

AS SHOWN ON EXHIBIT “B” AND BY THIS REFERENCE MADE A PART.

CONTAINING 8,809.40 SQUARE FEET, BEING 0.20 ACRES, MORE OR LESS. _____________________________ ___________
CORY M. KURTZ, L.S. 10004 DATE
04-23-26
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civil engineers and land surveyors
Snipes-Dye associates
Packet Page. 479

HITTING CAGE

BULLPEN

DUGOUT DUGOUT
civil engineers and land surveyors
Snipes-Dye associates
Packet Page. 480
Street Vacation #15.30-445
San Bernardino Valley College
Public Utility Easement
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CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date: October 7, 2026
To: Honorable Mayor and City Council Members
From: Tarik Rahmani, Director of Finance & Management Services Department: Finance & Management Services
Subject: Approve Amendment No. 1 for Financial Auditing Services with Eadie Payne, LLP, Increasing Agreement’s
not-to-exceed amount to $971,200 (All Wards)
Recommendation:

It is recommended that the Mayor and City Council of the City of San Bernardino, California:

1. Approve Amendment No. 1 with Eadie Payne, LLP for financial auditing and additional accounting, financial reporting, agreed-upon-procedures services in the not-to-exceed amount of $971,200 for fiscal years ending June 30, 2026 through June 30, 2030, with the option of auditing the City’s financial records for two subsequent years (through June 30, 2032).

2. Authorize the City Manager to execute any and all documents necessary to implement and carry out the approved amendment.

City Manager’s Comments:

The proposed Amendment is for a contract through 2030 with two one year options through 2032.

Executive Summary
Pursuant to California law, each year, the City engages the services of an independent auditor to audit its financial statements and related internal control procedures. The City sent out a Request for Proposals (RFP) and the internal committee recommended Eadie Payne LLP. The City Council approved the RFP and the City entered into an agreement with Eadie Payne LLP for audit services on April 1, 2026. The City then determined that additional accounting, financial reporting, audit, agreed upon Packet Page. 482
procedures and compliance services are more efficiently performed by Eadie Payne LLP in conjunction with its annual audit engagement.

Background
The purpose of an independent auditor's report for government agencies is to provide stakeholders (citizens, lawmakers) with objective assurance and transparency on financial accountability, program effectiveness, and compliance with laws, improving trust and decision-making by verifying fair presentation, strong internal controls, and proper use of public funds.

On May 8, 2025 the City issued an RFP for audit services. Audit services for the fiscal year to be audited usually commence in the month of May of that fiscal year with a review on internal controls and accounting procedures and continue until December of the following fiscal year.

The City received six (6) proposals and Eadie Payne LLP was chosen based on their qualifications, expertise, transparency and price. The Council approved the Professional Services Agreement with Eadie Payne LLP on April 1, 2026 in the amount of $542,860 to audit financial statements for fiscal year ending June 30, 2026 through June 30, 2030 with the option to extend the agreement for two subsequent years.

The City later determined that additional accounting, financial reporting, audit, agreedupon procedures, Annual Comprehensive Financial Report (ACFR) preparation, and compliance services are more efficiently performed by Eadie Payne LLP in conjunction with the annual audit engagement than under separate engagement letters or professional service agreements.

The additional services include assistance with ACFR preparation, new Government Accounting Standards Board (GASB) pronouncement implementation, Oracle Enterprise Resource Planning financial reporting transition support, Measure S agreed-upon procedures, California Violence Intervention and Prevention Grant Program compliance audit, and additional State Controller’s Office reporting.

Amendment No. 1 with Eadie Payne LLP for financial auditing services increases the original not-to-exceed from $542,860 to $971,200.

Discussion
The City has determined that additional accounting, financial reporting, audit, agreedupon procedures, and compliance services are more efficiently performed by Eadie Payne LLP in conjunction with its annual audit engagement than under separate engagement letters or professional service agreements.

Eadie Payne LLP submitted a proposal to provide Annual Comprehensive Financial Report (ACFR) preparation, financial reporting support, Governmental Accounting Standards Board (GASB) implementation assistance, Oracle Enterprise Resource Planning financial reporting transition support, and related accounting services, Packet Page. 483
together with a revised fee proposal for certain additional recurring services requested by the City.

Additionally, the City is incorporating the annual Alternative Transportation Fund Audit, the California Violence Intervention and Prevention Grant Program financial and compliance audit, the City’s State Controller’s Office Financial Transactions Report, the Public Financing Authority’s State Controller’s Financial Transactions Report, Measure S agreed-upon procedures, together with related accounting, financial reporting, audit and compliance services.

The City Council approved the Professional Services Agreement with Eadie Payne LLP on April 1, 2026 in the amount of $542,860 to audit financial statements for fiscal year ending June 30, 2026 through June 30, 2030 with the option to extend the agreement for two subsequent years. The Eadie Payne LLP amendment no. 1 increases the original amount by $428,340, from $542,860 to a cumulative not-toexceed amount of $971,200, which includes the additional services described herein.

The not-to-exceed amount of $971,200 excludes the two optional years through June 30, 2032. The Finance department will process an additional amendment if the City opts to exercise the two year extension. The Exhibit A -Fees Schedule total amount of $871,200 is the expected total cost for the current agreement term based on one major program for the Single Audit. If it is determined that the Single Audit requires review of additional major programs, the additional $100,000 allows flexibility for review of up to two major programs at $10,000 per major program.
2021-2025 Strategic Targets and Goals
Amending the professional services agreement for auditing and additional accounting services aligns with Key Target No. 1: Financial Stability.

Fiscal Impact
There is no impact to the General Fund with the approval of this action. There is sufficient budget within the FY 2026/27 operating budget to support this amendment.

Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino, California:

1. Approve Amendment No. 1 with Eadie Payne, LLP for financial auditing and additional accounting, financial reporting, agreed upon procedures services in the amount of $971,200 for fiscal years ending June 30, 2026 through June 30, 2030, with the option of auditing the City’s financial records for two subsequent years (through June 30, 2032).

2. Authorize the City Manager to execute any and all documents necessary to implement and carry out the approved amendment.

Packet Page. 484
Attachments
Attachment 1 Professional Services Agreement – Eadie Payne, LLP Attachment 2 Amendment No. 1 – Eadie Payne, LLP
Attachment 3 Exhibit A-1 – Eadie Payne, LLP
Attachment 4 Exhibit A – Fees Schedule – Eadie Payne, LLP Ward:

All Wards
Synopsis of Previous Council Actions:

N/A
CC:

Eric Levitt, City Manager
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1 PROFESSIONAL SERVICES AGREEMENT

BETWEEN THE CITY OF SAN BERNARDINO

AND EADIE PAYNE LLP
This Agreement is made and entered into as of April 1, 2026 by and between the City of San Bernardino, a charter city and municipal corporation organized and operating under the laws of the State of California with its principal place of business at Vanir Tower, 290 North D Street, San Bernardino, CA 92401 (“City”), and Eadie Payne LLP, a Partnership with its principal place of business at 3880 Lemon St., Ste 300, Riverside, CA 92501 (hereinafter referred to as “Consultant”). City and Consultant are hereinafter sometimes referred to individually as “Party” and collectively as the “Parties.”

RECITALS
A. City is a public agency of the State of California and is in need of professional services for the following project:

Financial Auditing Services (hereinafter referred to as “the Project”).

B. Consultant is duly licensed and has the necessary qualifications to provide such services.

C. The Parties desire by this Agreement to establish the terms for City to retain Consultant to provide the services described herein.

NOW, THEREFORE, IT IS AGREED AS FOLLOWS:

AGREEMENT

1. Incorporation of Recitals. The recitals above are true and correct and are hereby incorporated herein by this reference.

2. Services. Consultant shall provide the City with the services described in the Scope of Services attached hereto as Exhibit “A.”

3. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel identified in their proposal. Consultant warrants that Consultant is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may affect Consultant’s performance of this Agreement. Consultant further represents that no City employee will provide any services under this Agreement.

Consultant may submit invoices to City for approval. Said invoice shall be based on the total of all Consultant’s services which have been completed to City’s sole satisfaction.

City shall pay Consultant’s invoice within forty-five (45) days from the date City receives said invoice. The invoice shall describe in detail the services performed and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as “Additional Services” and shall identify the number of the authorized change order, where applicable, on all invoices.

5. Additional Work. If changes in the work seem merited by Consultant or the City, and informal consultations with the other party indicate that a change is warranted, it shall be processed in the following manner: a letter outlining the changes shall be forwarded to the City by Consultant with a statement of estimated changes in fee or time schedule. An amendment to this Agreement shall be prepared by the City and executed by both Parties before performance of such services, or the City will not be required to pay for the changes in the scope of work. Such amendment shall not render ineffective or invalidate unaffected portions of this Agreement.
a. Adjustments. No retroactive price adjustments will be considered and no price increases will be permitted during the first year of this Agreement, unless agreed to by City and Consultant in writing.

6. Term. This Agreement shall commence on the Effective Date and continue through JUNE 30, 2030, unless the Agreement is previously terminated as provided for herein (“Term”).

7. Maintenance of Records; Audits.
a. Records of Consultant’s services relating to this Agreement shall be maintained in accordance with generally recognized accounting principles and shall be made available to City for inspection and/or audit at mutually convenient times for a period of four (4) years from the Effective Date.
b. Books, documents, papers, accounting records, and other evidence pertaining to costs incurred shall be maintained by Consultant and made available at all reasonable times during the contract period and for four (4) years from the date of final payment under the contract for inspection by City.

8. Time of Performance. Consultant shall perform its services in a prompt and timely manner and shall commence performance upon receipt of written notice from the City to proceed. Consultant shall complete the services required hereunder within Term.

9. Delays in Performance.
a. Neither City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable Packet Page. 151 Packet Page. 487
3 control of the non-performing Party. For purposes of this Agreement, such circumstances include a Force Majeure Event. A Force Majeure Event shall mean an event that materially affects the Consultant’s performance and is one or more of the following: (1) Acts of God or other natural disasters occurring at the project site; (2) terrorism or other acts of a public enemy; (3) orders of governmental authorities (including, without limitation, unreasonable and unforeseeable delay in the issuance of permits or approvals by governmental authorities that are required for the services); and (4) pandemics, epidemics or quarantine restrictions. For purposes of this section, “orders of governmental authorities,” includes ordinances, emergency proclamations and orders, rules to protect the public health, welfare and safety. b. Should a Force Majeure Event occur, the non-performing Party shall, within a reasonable time of being prevented from performing, give written notice to the other Party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement. Delays shall not entitle Consultant to any additional compensation regardless of the Party responsible for the delay.
c. Notwithstanding the foregoing, the City may still terminate this Agreement in accordance with the termination provisions of this Agreement.

10. Compliance with Law.
a. Consultant shall comply with all applicable laws, ordinances, codes and regulations of the federal, state and local government, including Cal/OSHA requirements.
b. If required, Consultant shall assist the City, as requested, in obtaining and maintaining all permits required of Consultant by federal, state and local regulatory agencies.
c. If applicable, Consultant is responsible for all costs of clean up and/ or removal of hazardous and toxic substances spilled as a result of his or her services or operations performed under this Agreement.

11. Standard of Care. Consultant’s services will be performed in accordance with generally accepted professional practices and principles and in a manner consistent with the level of care and skill ordinarily exercised by members of the profession currently practicing under similar conditions. Consultant’s performance shall conform in all material respects to the requirements of the Scope of Work.

12. Conflicts of Interest. During the term of this Agreement, Consultant shall at all times maintain a duty of loyalty and a fiduciary duty to the City and shall not accept payment from or employment with any person or entity which will constitute a conflict of interest with the City.

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4 13. City Business Certificate. Consultant shall, prior to execution of this Agreement, obtain and maintain during the term of this Agreement a valid business registration certificate from the City pursuant to Title 5 of the City’s Municipal Code and any and all other licenses, permits, qualifications, insurance, and approvals of whatever nature that are legally required of Consultant to practice his/her profession, skill, or business.

14. Assignment and Subconsultant. Consultant shall not assign, sublet, or transfer this Agreement or any rights under or interest in this Agreement without the written consent of the City, which may be withheld for any reason. Any attempt to so assign or so transfer without such consent shall be void and without legal effect and shall constitute grounds for termination. Subcontracts, if any, shall contain a provision making them subject to all provisions stipulated in this Agreement. Nothing contained herein shall prevent Consultant from employing independent associates and subconsultants as Consultant may deem appropriate to assist in the performance of services hereunder.

15. Independent Consultant. Consultant is retained as an independent contractor and is not an employee of City. No employee or agent of Consultant shall become an employee of City. The work to be performed shall be in accordance with the work described in this Agreement, subject to such directions and amendments from City as herein provided. Any personnel performing the work governed by this Agreement on behalf of Consultant shall at all times be under Consultant’s exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance under this Agreement and as required by law.

Consultant shall be responsible for all reports and obligations respecting such personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, and workers’ compensation insurance.

16. Insurance. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City it has secured all insurance required under this section. In addition, Consultant shall not allow any subcontractor to commence work on any subcontract until it has secured all insurance required under this section. a. Additional Insured
The City of San Bernardino, its officials, officers, employees, agents, and volunteers shall be named as additional insureds on Consultant’s and its subconsultants’ policies of commercial general liability and automobile liability insurance using the endorsements and forms specified herein or exact equivalents. b. Commercial General Liability
(i) The Consultant shall take out and maintain, during the performance of all work under this Agreement, in amounts not less than specified herein, Commercial General Liability Insurance, in a form and with insurance companies acceptable to the City.

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5 (ii) Coverage for Commercial General Liability insurance shall be at least as broad as the following:

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6 (iii) The policy shall give City, its elected and appointed officials, officers, employees, agents and City designated volunteers additional insured status. (iv) Subject to written approval by the City, the automobile liability program may utilize deductibles, provided that such deductibles shall not apply to the City as an additional insured, but not a self-insured retention. d. Workers’ Compensation/Employer’s Liability
(i) Consultant certifies that he/she is aware of the provisions of Section 3700 of the California Labor Code which requires every employer to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and he/she will comply with such provisions before commencing work under this Agreement.
(ii) To the extent Consultant has employees at any time during the term of this Agreement, at all times during the performance of the work under this Agreement, the Consultant shall maintain full compensation insurance for all persons employed directly by him/her to carry out the work contemplated under this Agreement, all in accordance with the “Workers’ Compensation and Insurance Act,” Division IV of the Labor Code of the State of California and any acts amendatory thereof, and Employer’s Liability Coverage in amounts indicated herein. Consultant shall require all subconsultants to obtain and maintain, for the period required by this Agreement, workers’ compensation coverage of the same type and limits as specified in this section. e. Professional Liability (Errors and Omissions)
At all times during the performance of the work under this Agreement the Consultant shall maintain professional liability or Errors and Omissions insurance appropriate to its profession, in a form and with insurance companies acceptable to the City and in an amount indicated herein. This insurance shall be endorsed to include contractual liability applicable to this Agreement and shall be written on a policy form coverage specifically designed to protect against acts, errors or omissions of the Consultant. “Covered Professional Services” as designated in the policy must specifically include work performed under this Agreement. The policy must “pay on behalf of” the insured and must include a provision establishing the insurer's duty to defend. f. Privacy/Network Security (Cyber)
At all times during the performance of the work under this Agreement, the Consultant shall maintain privacy/network security insurance for: (1) privacy breaches, (2) system breaches, (3) denial or loss of service, and the (4) introduction, implantation or spread of malicious software code, in a form and with insurance companies acceptable to the City.
g. Aviation and/or Drone Liability N/A
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7 At all times during the performance of the work under this Agreement, the Consultant shall maintain Aviation and/or Drone Liability insurance for bodily injury and property damage, in a form and with insurance companies acceptable to the City. h. Minimum Policy Limits Required
(i) The following insurance limits are required for the Agreement:

Combined Single Limit
Commercial General Liability $2,000,000 per occurrence/$4,000,000 aggregate for bodily injury, personal
injury, and property damage
Automobile Liability $1,000,000 per occurrence for bodily injury and property damage
Employer’s Liability $1,000,000 per occurrence
Professional Liability $1,000,000 per claim and aggregate (errors and omissions)
Cyber Liability $1,000,000 per occurrence and
aggregate
Aviation and/or Drone Liability N/A
(ii) Defense costs shall be payable in addition to the limits. (iii) Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. Any available coverage shall be provided to the parties required to be named as Additional Insured pursuant to this Agreement.
i. Evidence Required
Prior to execution of the Agreement, the Consultant shall file with the City evidence of insurance from an insurer or insurers certifying to the coverage of all insurance required herein. Such evidence shall include original copies of the ISO CG 00 01 (or insurer’s equivalent) signed by the insurer’s representative and Certificate of Insurance (Acord Form 25-S or equivalent), together with required endorsements. All evidence of insurance shall be signed by a properly authorized officer, agent, or qualified representative of the insurer and shall certify the names of the insured, any additional insureds, where appropriate, the type and amount of the insurance, the location and operations to which the insurance applies, and the expiration date of such insurance.

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8 j. Policy Provisions Required
(i) Consultant shall provide the City at least thirty (30) days prior written notice of cancellation of any policy required by this Agreement, except that the Consultant shall provide at least ten (10) days prior written notice of cancellation of any such policy due to non-payment of the premium. If any of the required coverage is cancelled or expires during the term of this Agreement, the Consultant shall deliver renewal certificate(s) including the General Liability Additional Insured Endorsement to the City at least ten (10) days prior to the effective date of cancellation or expiration. (ii) The Commercial General Liability Policy and Automobile Policy shall each contain a provision stating that Consultant’s policy is primary insurance and that any insurance, self-insurance or other coverage maintained by the City or any named insureds shall not be called upon to contribute to any loss. (iii) The retroactive date (if any) of each policy is to be no later than the effective date of this Agreement. Consultant shall maintain such coverage continuously for a period of at least three years after the completion of the work under this Agreement. Consultant shall purchase a one (1) year extended reporting period A) if the retroactive date is advanced past the effective date of this Agreement; B) if the policy is cancelled or not renewed; or C) if the policy is replaced by another claims-made policy with a retroactive date subsequent to the effective date of this Agreement. (iv) All required insurance coverages, except for the professional liability coverage, shall contain or be endorsed to provide waiver of subrogation in favor of the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subconsultants.
(v) The limits set forth herein shall apply separately to each insured against whom claims are made or suits are brought, except with respect to the limits of liability. Further the limits set forth herein shall not be construed to relieve the Consultant from liability in excess of such coverage, nor shall it limit the Consultant’s indemnification obligations to the City and shall not preclude the City from taking such other actions available to the City under other provisions of the Agreement or law. k. Qualifying Insurers
(i) All policies required shall be issued by acceptable insurance companies, as determined by the City, which satisfy the following minimum requirements:
(1) Each such policy shall be from a company or
companies with a current A.M. Best's rating of no less than A:VII and admitted to transact in the business of insurance in the State of California, or otherwise allowed Packet Page. 157 Packet Page. 493
9 to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.
l Additional Insurance Provisions
(i) The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant, and any approval of said insurance by the City, is not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by the Consultant pursuant to this Agreement, including, but not limited to, the provisions concerning indemnification. (ii) If at any time during the life of the Agreement, any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement. (iii) The City may require the Consultant to provide complete copies of all insurance policies in effect for the duration of the Project. (iv) Neither the City nor the City Council, nor any member of the City Council, nor any of the officials, officers, employees, agents or volunteers shall be personally responsible for any liability arising under or by virtue of this Agreement. m. Subconsultant Insurance Requirements. Consultant shall not allow any subcontractors or subconsultants to commence work on any subcontract until they have provided evidence satisfactory to the City that they have secured all insurance required under this section. Policies of commercial general liability insurance provided by such subcontractors or subconsultants shall be endorsed to name the City as an additional insured using ISO form CG 20 38 04 13 or an endorsement providing the exact same coverage. If requested by Consultant, City may approve different scopes or minimum limits of insurance for particular subcontractors or subconsultants.

17. Indemnification.
a. To the fullest extent permitted by law, Consultant shall defend (with counsel reasonably approved by the City), indemnify and hold the City, its elected and appointed officials, officers, employees, agents, and authorized volunteers free and harmless from any and all claims, demands, causes of action, suits, actions, proceedings, costs, expenses, liability, judgments, awards, decrees, settlements, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, (collectively, “Claims”) in any manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant’s services, the Project, or this Agreement, including without limitation the payment of all damages, expert witness fees, attorneys’ fees and other related costs and Packet Page. 158 Packet Page. 494
10 expenses. This indemnification clause excludes Claims arising from the sole negligence or willful misconduct of the City. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, the City Council, members of the City Council, its employees, or authorized volunteers. Consultant’s indemnification obligation shall survive the expiration or earlier termination of this Agreement. b. If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional” (as that term is defined under Civil Code section 2782.8), then, and only to the extent required by Civil Code section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to the extent which the Claims arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant in the performance of the services or this Agreement, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.

18. California Labor Code Requirements. Consultant is aware of the requirements of California Labor Code Sections 1720 et seq. and 1770 et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on certain “public works” and “maintenance” projects. If the Services are being performed as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, Consultant agrees to fully comply with such Prevailing Wage Laws, if applicable. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claims, liabilities, costs, penalties or interest arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. It shall be mandatory upon the Consultant and all subcontractors to comply with all California Labor Code provisions, which include but are not limited to prevailing wages (Labor Code Sections 1771, 1774 and 1775), employment of apprentices (Labor Code Section 1777.5), certified payroll records (Labor Code Sections 1771.4 and 1776), hours of labor (Labor Code Sections 1813 and 1815) and debarment of contractors and subcontractors (Labor Code Section 1777.1).

If the Services are being performed as part of an applicable “public works” or “maintenance” project, then pursuant to Labor Code Sections 1725.5 and 1771.1, the Consultant and all subconsultants performing such Services must be registered with the Department of Industrial Relations. Consultant shall maintain registration for the duration of the Project and require the same of any subconsultants, as applicable. This Project may also be subject to compliance monitoring and enforcement by the Department of Industrial Relations. It shall be Consultant’s sole responsibility to comply with all applicable registration and labor compliance requirements.

19. Verification of Employment Eligibility. By executing this Agreement, Consultant verifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to Packet Page. 159 Packet Page. 495
11 time, and shall require all subconsultants and sub-subconsultants to comply with the same.

20. Laws and Venue. This Agreement shall be interpreted in accordance with the laws of the State of California. If any action is brought to interpret or enforce any term of this Agreement, the action shall be brought in a state or federal court situated in the County of San Bernardino, State of California.

21. Termination or Abandonment
a. City has the right to terminate or abandon any portion or all of the work under this Agreement by giving ten (10) calendar days’ written notice to Consultant.

In such event, City shall be immediately given title and possession to all original field notes, drawings and specifications, written reports and other documents produced or developed for that portion of the work completed and/or being abandoned. City shall pay Consultant the reasonable value of services rendered for any portion of the work completed prior to termination. If said termination occurs prior to completion of any task for the Project for which a payment request has not been received, the charge for services performed during such task shall be the reasonable value of such services, based on an amount mutually agreed to by City and Consultant of the portion of such task completed but not paid prior to said termination. City shall not be liable for any costs other than the charges or portions thereof which are specified herein. Consultant shall not be entitled to payment for unperformed services, and shall not be entitled to damages or compensation for termination of work.
b. Consultant may terminate its obligation to provide further services under this Agreement upon thirty (30) calendar days’ written notice to City only in the event of substantial failure by City to perform in accordance with the terms of this Agreement through no fault of Consultant.

22. Attorneys’ Fees. In the event that litigation is brought by any Party in connection with this Agreement, the prevailing Party shall be entitled to recover from the opposing Party all costs and expenses, including reasonable attorneys’ fees, incurred by the prevailing Party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof. The costs, salary, and expenses of the City Attorney’s Office in enforcing this Agreement on behalf of the City shall be considered as “attorneys’ fees” for the purposes of this Agreement.

23. Responsibility for Errors. Consultant shall be responsible for its work and results under this Agreement. Consultant, when requested, shall furnish clarification and/or explanation as may be required by the City’s representative, regarding any services rendered under this Agreement at no additional cost to City. In the event that an error or omission attributable to Consultant’s professional services occurs, Consultant shall, at no cost to City, provide all other services necessary to rectify and correct the matter to the sole satisfaction of the City and to participate in any meeting required with regard to the correction.

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12 24. Prohibited Employment. Consultant shall not employ any current employee of City to perform the work under this Agreement while this Agreement is in effect.

25. Costs. Each Party shall bear its own costs and fees incurred in the preparation and negotiation of this Agreement and in the performance of its obligations hereunder except as expressly provided herein.

26. Documents. Except as otherwise provided in “Termination or Abandonment,” above, all original field notes, written reports, Drawings and Specifications and other documents, produced or developed for the Project shall, upon payment in full for the services described in this Agreement, be furnished to and become the property of the City.

27. Organization. Consultant shall assign Eden C. Casareno as Project Manager. The Project Manager shall not be removed from the Project or reassigned without the prior written consent of the City.

28. Limitation of Agreement. This Agreement is limited to and includes only the work included in the Project described above.

29. Notice. Any notice or instrument required to be given or delivered by this Agreement may be given or delivered by depositing the same in any United States Post Office, certified mail, return receipt requested, postage prepaid, addressed to the following addresses and shall be effective upon receipt thereof:

CITY:

City of San Bernardino
Vanir Tower, 290 North D Street
San Bernardino, CA 92401
Attn: Eric Levitt
With Copy To:

City of San Bernardino
Vanir Tower, 290 North D Street
San Bernardino, CA 92401
Attn: City Attorney
CONSULTANT:

Eadie Payne LLP
3880 Lemon St., Ste 300
Riverside, CA 92405
Attn: Eden C. Casareno

30. Third Party Rights. Nothing in this Agreement shall be construed to give any rights or benefits to anyone other than the City and the Consultant.

31. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and that it shall not discriminate against any employee or applicant for employment because of race, religion, color, national origin, ancestry, sex, age or other interests protected by the State or Federal Constitutions. Such non-discrimination Packet Page. 161 Packet Page. 497
13 shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.

32. Entire Agreement. This Agreement, including Exhibit “A,” represents the entire understanding of City and Consultant as to those matters contained herein, and supersedes and cancels any prior or contemporaneous oral or written understanding, promises or representations with respect to those matters covered hereunder. Each Party acknowledges that no representations, inducements, promises, or agreements have been made by any person which are not incorporated herein, and that any other agreements shall be void. This is an integrated Agreement.

33. Severability. If any provision of this Agreement is determined by a court of competent jurisdiction to be invalid, illegal, or unenforceable for any reason, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance, and the remaining provisions of this Agreement shall remain in full force and effect.

34. Successors and Assigns. This Agreement shall be binding upon and shall inure to the benefit of the successors in interest, executors, administrators and assigns of each Party to this Agreement. However, Consultant shall not assign or transfer by operation of law or otherwise any or all of its rights, burdens, duties or obligations without the prior written consent of City. Any attempted assignment without such consent shall be invalid and void.

35. Non-Waiver. The delay or failure of either Party at any time to require performance or compliance by the other Party of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance.

No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the Party against whom enforcement of a waiver is sought. The waiver of any right or remedy with respect to any occurrence or event shall not be deemed a waiver of any right or remedy with respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.

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

37. Headings. Paragraphs and subparagraph headings contained in this Agreement are included solely for convenience and are not intended to modify, explain, or to be a full or accurate description of the content thereof and shall not in any way affect the meaning or interpretation of this Agreement.

38. Amendments. Only a writing executed by all of the Parties hereto or their respective successors and assigns may amend this Agreement.

39. City’s Right to Employ Other Consultants. City reserves its right to employ other consultants, including engineers, in connection with this Project or other projects.

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14 40. Prohibited Interests. Consultant maintains and warrants that it has neither employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no official, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

41. Counterparts. This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one single Agreement.

42. Authority. The persons executing this Agreement on behalf of the Parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said Parties and that by doing so, the Parties hereto are formally bound to the provisions of this Agreement.

43. Electronic Signature. Each Party acknowledges and agrees that this Agreement may be executed by electronic or digital signature, which shall be considered as an original signature for all purposes and shall have the same force and effect as an original signature.
[SIGNATURES ON FOLLOWING PAGE]
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15 SIGNATURE PAGE FOR PROFESSIONAL SERVICES AGREEMENT

BETWEEN THE CITY OF SAN BERNARDINO

AND EADIE PAYNE LLP
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first written above.

CITY OF SAN BERNARDINO
APPROVED BY:

ERIC LEVITT
City Manager
ATTESTED BY:

TELICIA LOPEZ, CMC
City Clerk
APPROVED AS TO FORM:

Best Best & Krieger LLP
City Attorney

CONSULTANT

EADIE PAYNE LLP
EDEN C. CASARENO
Partner

Signature

Name

Title

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16 EXHIBIT A
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FIRST AMENDMENT
TO

PROFESSIONAL SERVICES AGREEMENT

BETWEEN

THE CITY OF SAN BERNARDINO
AND

EADIE PAYNE LLP
This First Amendment to the Professional Services Agreement (“First Amendment”) is made and entered into as of October 7, 2026 (“Effective Date”), by and between the City of San Bernardino (a charter city and municipal corporation organized and operating under the laws of the State of California with its principal place of business at Vanir Tower, 290 North D Street, San Bernardino, California 92401) (“City”) and Eadie Payne LLP (a limited liability partnership with its principal place of business at 3880 Lemon Street, Suite 300, Riverside, California 92501) (“Consultant”). City and Consultant are sometimes referred to herein individually as a “Party” and collectively as “Parties”.

RECITALS
A. The Parties entered into a professional services agreement dated April 1, 2026 ("Agreement"), for Consultant to provide independent financial auditing services for the City's financial statements for the fiscal years ending June 30, 2026, through June 30, 2030 (“Services”); and
B. The City has determined that additional accounting, financial reporting, audit, agreed-upon procedures, and compliance services are more efficiently performed by Consultant in conjunction with its annual audit engagement than under separate engagement letters or professional services agreements; and C. Consultant has submitted a proposal to provide Annual Comprehensive Financial Report preparation, financial reporting support, Governmental Accounting Standards Board implementation assistance, Oracle Enterprise Resource Planning financial reporting transition support, and related accounting services; together with a revised fee proposal for certain additional recurring services requested by the City; and D. The Parties desire to incorporate into the Agreement the additional and expanded services identified in Exhibit A-1 (subject to the scope, compensation, and authorization requirements set forth in this First Amendment); and E. The Parties further desire to incorporate the annual Alternative Transportation Fund Audit, the annual California Violence Intervention and Prevention Grant Program financial and/or compliance audit (and similar state or Federal grant compliance audits) for the applicable grant period, the City’s State Controller’s Office Financial Transactions Report, the Public Financing Authority’s State Controller’s Office Financial Transactions Report, and Measure S agreed-upon procedures and reporting, together with related accounting, financial reporting, audit, and compliance services Docusign Envelope ID: EBCE8D12-7AE5-861D-807B-48F6F3208125 Packet Page. 502

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expressly identified in Exhibit A-1 without repricing those existing services except as expressly provided in this First Amendment; and
F. The Parties now desire to amend the Agreement by revising the scope of services to consolidate the Parties' audit, agreed-upon procedures, financial reporting, compliance, and related professional services under a single agreement; and to increase the total not-to-exceed (“NTE”) compensation only to reflect the additional or expanded services, while otherwise leaving the remaining terms of the Agreement unchanged).

NOW, THEREFORE, the Parties mutually agree as follows:

AGREEMENT

1. Incorporation of Recitals. The recitals listed above are true and correct, and are hereby incorporated herein by this reference.

2. Amendment. The Agreement is hereby amended as follows:
a. Scope of Services. Section 2 of the Agreement is revised by deleting Exhibit A in its entirety and replacing it with the revised Exhibit A-1, attached hereto and incorporated herein by this reference. Exhibit A-1 consolidates: (1) services carried forward from the original Exhibit A; (2) services previously authorized through separate engagement letters, proposals, or written authorizations; and (3) new services added by this First Amendment. Exhibit A-1 supersedes and replaces the original Exhibit A from and after the Effective Date.
b. Compensation. Section 4.b is revised by replacing the current NTE amount of five hundred forty-two thousand, eight hundred sixty dollars ($542,860) with nine hundred seventy-one thousand, two hundred dollars ($971,200), which amount includes all services described in the revised Exhibit A-1. (1) Single Audit. Consultant shall be compensated ten thousand dollars ($10,000) for the first major program and ten thousand dollars ($10,000) for each additional major program actually required based on the final Schedule of Expenditures of Federal Awards, subject to the applicable NTE.
(2) Measure S. The fee for Measure S Agreed-Upon Procedures and Reporting shall remain as provided in the Agreement unless the Parties agree (in a written amendment executed before performance) to a materially expanded scope, including a stand-alone Measure S audit and related compensation. Nothing in this First Amendment authorizes a retroactive price adjustment for Measure S services already included in the Agreement.
(3) Continued Compensation. Except as expressly modified by this First Amendment or Exhibit A-1, Consultant shall continue to be compensated in accordance with the fee schedules and billing provisions of the Agreement. Exhibit A-1 supersedes prior fee schedules only to the extent expressly revised therein; existing Docusign Envelope ID: EBCE8D12-7AE5-861D-807B-48F6F3208125 Packet Page. 503

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services are not repriced unless the applicable change is expressly stated in this First Amendment or Exhibit A-1.
c. Order of Precedence. To the extent any provision of the revised Exhibit A-1 conflicts with the Agreement, the terms of the Agreement as amended by this First Amendment shall control.
d. Auditor Independence. The Parties acknowledge that Consultant serves as the City's independent auditor. Consultant shall perform all Services incorporated into Exhibit A-1 in accordance with Government Auditing Standards and applicable independence requirements governing non-attest services. Nothing contained in this First Amendment or Exhibit A-1 shall require Consultant to perform any service that, in Consultant's professional judgment, would impair its independence. e. Existing Engagements. Services identified in Exhibit A-1 that were previously authorized by separate engagement letters, proposals, or written authorizations from and after the Effective Date shall be governed by the Agreement as amended by this First Amendment; except as Exhibit A-1 or a subsequent written agreement expressly provides otherwise. Nothing in this First Amendment alters rights or payment obligations accrued before the Effective Date under any such separate authorization.

3. Continuing Effect of Agreement. Except as amended by this First Amendment, all provisions of the Agreement shall remain in full force and effect, and shall govern the actions of the Parties under this First Amendment. Whenever the term “Agreement” appears in the original Agreement from and after the date of this First Amendment, it shall mean the Agreement as amended.

4. Electronic Transmission. A manually signed copy of this First Amendment which is transmitted by facsimile, electronic mail, or other means of electronic transmission shall be deemed to have the same legal effect as delivery of an original executed copy of this First Amendment for all purposes. This First Amendment may be signed using an electronic signature.

5. Counterparts. This First Amendment may be signed in counterparts, each of which shall constitute an original.
[SIGNATURES ON FOLLOWING PAGE]
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SIGNATURE PAGE
FOR

FIRST AMENDMENT
TO

PROFESSIONAL SERVICES AGREEMENT

BETWEEN

THE CITY OF SAN BERNARDINO
AND

EADIE PAYNE LLP
IN WITNESS WHEREOF, the Parties hereto have executed this First Amendment on the Effective Date.

CITY OF SAN BERNARDINO
Approved By:

Eric Levitt
City Manager
Attested By:

Telicia Lopez, CMC
City Clerk
Approved as to Form:

City Attorney
Best Best & Krieger LLP

EADIE PAYNE LLP
Eden Casareno
Partner
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EXHIBIT A-1

SCOPE OF SERVICES

PROFESSIONAL AUDITING, ACCOUNTING, FINANCIAL REPORTING,

COMPLIANCE, AND RELATED SERVICES
Eadie Payne LLP (“Consultant”) shall furnish all labor, personnel, supervision, equipment, materials, and professional services necessary to perform the following services as requested by the City of San Bernardino (“City”) during the term of the Agreement; subject to annual appropriations and written authorization by the City where required under the Agreement. Services not expressly included and priced in the applicable fee schedule require prior written authorization by an authorized City official identifying the scope, deliverables, and compensation before work begins.

A. Annual Independent Financial Audit. Consultant shall perform the annual audit of the City's financial statements in accordance with Government Auditing Standards ("Yellow Book"), generally accepted auditing standards, applicable Federal and State Single Audit requirements, and all other applicable professional standards including:

1. Annual financial statement audit.

2. Auditor's reports.

3. Internal control and compliance reports.

4. Management letter.

5. Communication with those charged with governance.

6. Audit Committee and City Council presentations.

7. Single Audit, when required.

8. Appropriations Limit Calculation.

B. Annual Comprehensive Financial Report (“ACFR”). Consultant shall prepare the City's ACFR from the audited trial balance and information provided and approved by the City, consistent with applicable independence requirements, including:

1. Preparation and formatting of the ACFR based on the audited trial balance and City-provided information.

2. Preparation of government-wide financial statements from Cityapproved account and fund groupings.

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3. Preparation of fund financial statements from City-approved account and fund groupings.

4. Assembly and formatting of note disclosures based on current-year information provided and approved by the City.

5. Assembly and formatting of Required Supplementary Information (“RSI”) based on information provided and approved by the City.

6. Assembly and formatting of the statistical section based on information provided and approved by the City.

7. Financial statement formatting.

8. Government Finance Officers Association compliance review, as applicable.

9. Coordination with City staff throughout report preparation, provided that the City retains responsibility for management decisions, account and fund groupings, current-year note disclosures, RSI, statistical information, and the substantive analysis presented in Management's Discussion and Analysis.

10. Coordination with component units, outside agencies, and City staff regarding City-approved financial reporting information necessary for preparation of the ACFR.

C. GASB Implementation. Consultant shall assist the City with implementation of Governmental Accounting Standards Board (“GASB”) Statements Nos. 103, 104, and 105, including:

1. GASB Statement No. 103.

2. GASB Statement No. 104.

3. GASB Statement No. 105.

4. Other GASB pronouncements only as separately authorized by the City under Section H.

5. Accounting analyses required to implement GASB Statements Nos. 103, 104, and 105.

6. Disclosure revisions required to implement GASB Statements Nos. 103, 104, and 105.

7. Restatement assistance, if necessary to implement GASB Statements Nos. 103, 104, and 105.

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D. Oracle Enterprise Resource Planning ("Oracle ERP") Financial Reporting Transition Support. Consultant shall provide financial reporting support associated with the City's Oracle ERP implementation:

1. Extracting and locking the New World financial reporting baseline for conversion and comparative reporting purposes.

2. Creating an external financial reporting shell and crosswalk for Oracle financial reporting.

E. Financial Reporting and Annual Reporting Support. Consultant shall provide additional financial and annual reporting support included in the Agreement:

1. Preparation of the City's annual State Controller's Office Financial Transactions Report and the Public Financing Authority's annual State Controller's Office Financial Transactions Report.

2. Measure S agreed-upon procedures (“AUP”) and reporting as provided in the original Agreement. Any materially expanded Measure S audit or financialreporting services require a written amendment identifying the additional scope and compensation before work begins.

F. Compliance Audits. Consultant shall perform additional compliance audits requested by the City:

1. Alternative Transportation Fund Audit.

2. Financial and/or compliance audit required under the City’s California Violence Intervention and Prevention ("CalVIP") Grant Program agreement for the fiscal year ending June 30, 2026, or other applicable reporting period expressly authorized by the City.

G. Other Agreed-Upon Procedures and Attestation Engagements. Any agreed-upon procedures or attestation engagement not expressly included in Sections A through F requires prior written authorization by the City identifying the intended users, scope, procedures, reporting period, deliverables, schedule, and compensation.

Consultant shall perform any such engagement in accordance with applicable American Institute of Certified Public Accountants attestation standards.

H. Other Professional Services. Upon prior written authorization by the City identifying the scope and compensation, Consultant may provide additional services not expressly included in Sections A through F, provided the services do not impair Consultant's independence or otherwise conflict with applicable professional standards including:

1. Financial reporting or technical accounting consultation.

2. Accounting research or analysis.

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3. Implementation of future accounting standards or pronouncements not expressly included in Section C.

4. Preparation of schedules supporting audited financial statements, to the extent not included in the ACFR services described above.

5. Assistance with the Schedule of Expenditures of Federal Awards, to the extent not included in the Single Audit scope.

6. Balance sheet reconciliation assistance.

7. Capital asset accounting consultation.

8. Lease accounting consultation.

9. Subscription-based information technology arrangement (“SBITA”) accounting.

10. Additional Oracle or other enterprise resource planning financial reporting support beyond the services expressly included in Section D.

11. Additional grant, financial, or compliance audits, AUP engagements, or attestation services not expressly included in Sections A through G.

12. Other accounting and financial reporting services directly related to the annual audit or ACFR and specifically authorized by the City in writing.

13. Other recurring financial transaction, expenditure, certification, or similar reports not expressly included in this Exhibit A-1.

I. Compensation. Compensation for services shall not exceed the amount specified in Section 4 of the Agreement as amended. Existing services shall retain the pricing established in the Agreement unless the scope is materially expanded by written amendment. New or materially expanded services shall be performed only at the compensation expressly authorized in the Agreement, this Exhibit A-1, or a subsequent written amendment. The following documents are incorporated by reference solely to the extent they concern services expressly included in this Exhibit A-1 and are consistent with the Agreement as amended:

1. Consultant's Professional Auditing Services Proposal dated June 20, 2025, as accepted by the City solely with respect to services expressly retained in this Exhibit A-1.

2. Consultant's Proposal for Professional Accounting and Financial Reporting Services dated May 21, 2026.

3. Any written task orders or written authorizations issued by the City pursuant to the Agreement.

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4. Single Audit. Consultant shall be compensated ten thousand dollars ($10,000) for the first major program and ten thousand dollars ($10,000) for each additional major program actually required based on the final Schedule of Expenditures of Federal Awards, subject to the applicable not-to-exceed amount.

5. Measure S. Compensation for Measure S AUP and reporting shall remain as provided in the Agreement. Any materially expanded Measure S audit or financial-reporting services require a written amendment stating the additional scope and compensation; no retroactive repricing of services already included in the Agreement is authorized.

6. In the event of any conflict between the foregoing documents and the Agreement, the Agreement as amended shall control.

J. Independence. Consultant shall perform all services in accordance with Government Auditing Standards, the American Institute of Certified Public Accountants Code of Professional Conduct, applicable independence requirements for governmental auditors, and all other applicable professional standards. Nothing contained in this Exhibit A-1 shall require Consultant to perform any service that would impair Consultant's independence as the City's independent auditor, and Consultant shall promptly notify the City if Consultant determines that any requested service may adversely affect such independence.

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City of San Bernardino
Amended Cost for the Fiscal Year Ending June 30th
Item No. Description 2026 2027 2028 2029 2030
1 City Audit of Financial Statements $ 93,990 91,250 $ 96,810 $ 99,710 $ 102,700 $ 2 Management Letter (include in item
no. 1) - - - - -
3 Single Audit ($10,000 per major
program)
10,300 10,000 10,610 10,930 11,260
4 Appropriations Limit AUP 1,000 1,030 1,060 1,090 1,120 Total $ 102,250 $ 105,320 $ 108,480 $ 111,730 $ 115,080 Other Services
Item No. Description 2026 2027 2028 2029 2030
1 Measure S AUP $ 4,510 $ 4,650 $ 4,790 $ 4,930 $ 5,080 2 City's SCO Report 5,000 5,150 5,300 5,460 5,620
3 PFA's SCO Report 3,000 3,090 3,180 3,280 3,380
Total $ 12,510 $ 12,890 $ 13,270 $ 13,670 $ 14,080
Item No. Description 2026 2027 2028 2029 2030
1 Core ACFR Preparation Support $ 35,000 $ 31,500 $ 27,570 $ 28,950 $ 30,400 3 GASB 103 Restructuring and MD&A
Modernization
- 8,000 - - -
4 GASB 104 Assets Held for Sale 5,000 - - - -
5 GASB 105 Subsequent Events
Disclosure 2,500 - - - -
6 Oracle Data Migration - 14,700 - - -
7 CalVIP Grant Audit 12,000 - - - -
8 Alternative Transportation Fund
Audit 12,600 12,000 13,230 13,890 14,580
Total $ 72,000 $ 61,300 $ 40,800 $ 42,840 $ 44,980
Grand Total $ 186,760 $ 179,510 $ 162,550 $ 168,240 $ 174,140

EXHIBIT A
AMENDED COST FOR FISCAL YEAR ENDING JUNE 30TH

EXHIBIT B
COST FOR ADDITIONAL SERVICES REQUESTED FOR FISCAL YEAR ENDING JUNE 30TH Packet Page. 511

CONSENT CALENDAR
City of San Bernardino
Request for Council Action
Date: October 7, 2026
To: Honorable Mayor and City Council Members
From: Andrea Russell, Director of Human Resources
Department: Human Resources
Subject: Agreement with Command Investigations, LLC for PreEmployment Background Screening Services in the amount of $50,000 per year for a period of three (3) years, with two (2) optional one-year extensions for a total notto-exceed amount of $250,000 (All Wards) Recommendation:

It is recommended that the Mayor and City Council of the City of San Bernardino, California, authorize the City Manager or designee to execute a professional services agreement with Command Investigations, LLC for Pre-Employment Background Screening Services in the amount of $50,000 per year for a period of three (3) years, with two (2) optional one-year extensions for a total not-to-exceed amount of $250,000.

City Manager's Comments
The City Manager recommends approval of the 3-year agreement and option for 2 optional one-year extensions.

Executive Summary
Staff issued a Request for Proposal (“RFP”) for pre-employment background screening services which garnered seven (7) responses. Command Investigations, LLC was found to be the most qualified proposer.

Background
The City of San Bernardino currently utilizes AssureHire for pre-employment background screening services. The existing agreement with the City’s current vendor will expire on November 24, 2026. To ensure continuity of services, Staff issued an RFP soliciting qualified vendors to provide pre-employment background screening services.

The RFP resulted in seven (7) proposals from the following bidders: Command Packet Page. 512
Investigations, LLC., Research Associates, Inc., Robert Freeman & Associates, Intrepida Group, Inc., Welliver & Associates, LLC., Accurate C&S Services, Inc., and Consular Outsourcing BLS Service Inc.

The proposals were evaluated based on the bidder’s qualifications, experience, and ability to render services outlined in the RFP’s Scope of Services. Following the evaluation process, Command Investigations, LLC was determined to be the most qualified proposer to provide the City’s pre-employment background screening services.

Discussion
Command Investigations, LLC has over a decade of experience providing background screening services supporting public sector and private sector organizations with accurate, timely, and compliant information. Command Investigation, LLC experience includes:
• Criminal Background Screening
• Social Security Number Trace and Identity Verification • National Sex Offender Registry Search
• Employment Verification
• Education Verification
• Professional License Verification
• Motor Vehicle Records
• Social Media Screening
• Additional Screening Services
The City requires reliable, compliant background screening services capable of supporting hiring decisions across multiple departments and position types. Command Investigations, LLC screening program is designed to provide accurate results, consistent turnaround times, and clear communication through the screening process.

Command Investigations, LLC robust staff will work directly with the City personnel to become familiar with the City’s hiring workflows, timelines, and screening requirements. This approach supports continuity, responsive communication, and efficient issue resolution.

The term of the contract with Command Investigations, LLC is for three (3) years with two (2) optional one-year extensions for a total contract term of up to five (5) years.

The contract amount shall not exceed $50,000 per year, resulting in a total not-toexceed amount of $250,000 if both optional one-year extensions are exercised.

Strategic Goals and Priorities
The request to enter into a professional services agreement for pre-employment background screening services aligns with Key Target No. 2b: Build a culture that attracts, retains, and motivates the highest quality talent by assisting employees in navigating background screening clearances.

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Fiscal Impact
No additional appropriation is being requested because sufficient funding already exists.

Conclusion
It is recommended that the Mayor and City Council of the City of San Bernardino, California, authorize the City Manager or designee to execute a professional services agreement with Command Investigations, LLC for Pre-Employment Background Screening Services in the amount of $50,000 per year for a period of three (3) years, with two (2) optional one-year extensions for a total not-to-exceed amount of $250,000.

Attachments
Attachment 1 – Professional Services Agreement – Command Investigations, LLC
Attachment 2 – RFP Response – Command Investigations, LLC Attachment 3 – RFP Response – Accurate C&S Services, Inc Attachment 4 – RFP Response – Consular Outsourcing BLS Service, Inc Attachment 5 – RFP Response – Intrepida Group, Inc
Attachment 6 – RFP Response – Research Associates, Inc
Attachment 7 – RFP Response – Robert Freeman & Associates Attachment 8 – RFP Response – Welliver & Associates, LLC Ward:

All Wards
Synopsis of Previous Council Actions:

May 20, 2026 Mayor and City Council authorized the City Manager to execute a second Amendment to the Professional Services Agreement with the current vendor, AssureHire for pre-employment background screening services which expires on 11/24/2026.

CC Eric Levitt, City Manager
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1 PROFESSIONAL SERVICES AGREEMENT

BETWEEN THE CITY OF SAN BERNARDINO

AND COMMAND INVESTIGATIONS, LLC
This Agreement is made and entered into as of October 7, 2026 by and between the City of San Bernardino, a charter city and municipal corporation organized and operating under the laws of the State of California with its principal place of business at Vanir Tower, 290 North D Street, San Bernardino, CA 92401 (“City”), and Command Investigations a limited liability corporation with its principal place of business at 1540 International Parkway, Suite 3070, Lake Mary, FL 32746 (hereinafter referred to as “Consultant”). City and Consultant are hereinafter sometimes referred to individually as “Party” and collectively as the “Parties.”

RECITALS
A. City is a public agency of the State of California and is in need of professional services for the following project:

Pre-employment background screening services (hereinafter referred to as “the Project”).

B. Consultant desires to perform and assume responsibility for the provision of certain professional services required by the City on the terms and conditions set forth in this Agreement. Consultant represents that it is experienced in providing professional services for pre-employment background screening services, and possesses the necessary expertise, resources, and personnel to complete the Project in a timely and professional manner as specified herein.

C. The Parties desire by this Agreement to establish the terms for City to retain Consultant to provide the services described herein.

NOW, THEREFORE, IT IS AGREED AS FOLLOWS:

AGREEMENT

1. Incorporation of Recitals. The recitals above are true and correct and are hereby incorporated herein by this reference.

2. Services. Consultant shall provide the City with the services described in the Scope of Services attached hereto as Exhibit “A.” Consultant promises and agrees to furnish to the City all labor, materials, tools, equipment, services, and incidental and customary work necessary to fully and adequately supply the professional consulting services necessary for the Project.

3. Professional Practices. All professional services to be provided by Consultant pursuant to this Agreement shall be provided by personnel identified in their proposal. Consultant warrants that Consultant is familiar with all laws that may affect its performance of this Agreement and shall advise City of any changes in any laws that may Packet Page. 515
2 affect Consultant’s performance of this Agreement. Consultant further represents that no City employee will provide any services under this Agreement.

4. Compensation.
a. Subject to paragraph 4(b) below, the City shall pay for such services in accordance with the Schedule of Charges set forth in Exhibit “A.” b. In no event shall the total amount paid for services rendered by Consultant under this Agreement exceed the sum of $50,000 annually. This amount is to cover all related costs, and the City will not pay any additional fees for printing expenses. Consultant may submit invoices to City for approval. Said invoice shall be based on the total of all Consultant’s services which have been completed to City’s sole satisfaction. City shall pay Consultant’s invoice within forty-five (45) days from the date City receives said invoice. The invoice shall describe in detail the services performed and the associated time for completion. Any additional services approved and performed pursuant to this Agreement shall be designated as “Additional Services” and shall identify the number of the authorized change order, where applicable, on all invoices. Consultant shall not be reimbursed for any expenses unless authorized in writing by City.

6. Term. This Agreement shall commence on the Effective Date and continue through June 30, 2029, with two (2), one (1) year options to renew.

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3 9. Delays in Performance.
a. Neither City nor Consultant shall be considered in default of this Agreement for delays in performance caused by circumstances beyond the reasonable control of the non-performing Party. For purposes of this Agreement, such circumstances include a Force Majeure Event. A Force Majeure Event shall mean an event that materially affects the Consultant’s performance and is one or more of the following: (1) Acts of God or other natural disasters occurring at the project site; (2) terrorism or other acts of a public enemy; (3) orders of governmental authorities (including, without limitation, unreasonable and unforeseeable delay in the issuance of permits or approvals by governmental authorities that are required for the services); and (4) pandemics, epidemics or quarantine restrictions. For purposes of this section, “orders of governmental authorities,” includes ordinances, emergency proclamations and orders, rules to protect the public health, welfare and safety. b. Should a Force Majeure Event occur, the non-performing Party shall, within a reasonable time of being prevented from performing, give written notice to the other Party describing the circumstances preventing continued performance and the efforts being made to resume performance of this Agreement. Delays shall not entitle Consultant to any additional compensation regardless of the Party responsible for the delay.
c. Notwithstanding the foregoing, the City may still terminate this Agreement in accordance with the termination provisions of this Agreement.

Consultant represents and maintains that it is skilled in the professional calling necessary to perform the Services. Consultant warrants that all employees and Packet Page. 517
4 subconsultants shall have sufficient skill and experience to perform the Services assigned to them. Consultant represents that it, its employees and subconsultants have all licenses, permits, qualifications and approvals of whatever nature that are legally required to perform the Services, and that such licenses and approvals shall be maintained throughout the term of this Agreement. Consultant shall perform, at its own cost and expense and without reimbursement from the City, any services necessary to correct errors or omissions which are caused by the Consultant's failure to comply with the standard of care provided for herein. Any employee of the Consultant or its subconsultants who is determined by the City to be uncooperative, incompetent, a threat to the adequate or timely completion of the Services, a threat to the safety of persons or property, or any employee who fails or refuses to perform the Services in a manner acceptable to the City, shall be promptly removed from working on the Services by the Consultant and shall not be re-employed to perform any of the Services.

Consultant shall not use any Subcontractor to provide the Services, or any portion of the work required by this Agreement, without prior written approval of City. In the event that City authorizes Consultant to use a Subcontractor, Consultant shall enter into a written agreement with the Subcontractor, which must include all provisions of the Agreement, including a restriction on the Subcontractor’s use of further independent contractors, subcontractors or subconsultants without the City’s prior written consent.

13. City Business Certificate. Consultant shall, prior to execution of this Agreement, obtain and maintain during the term of this Agreement a valid business registration certificate from the City pursuant to Title 5 of the City’s Municipal Code and any and all other licenses, permits, qualifications, insurance, and approvals of whatever nature that are legally required of Consultant to practice his/her profession, skill, or business.

15. Independent Consultant/Contractor. Consultant is retained as an independent contractor and is not an employee of City. No employee or agent of Consultant shall become an employee of City. The work to be performed shall be in accordance with the work described in this Agreement, subject to such directions and amendments from City as herein provided. Any personnel performing the work governed by this Agreement on behalf of Consultant shall at all times be under Consultant’s Packet Page. 518
5 exclusive direction and control. Consultant shall pay all wages, salaries, and other amounts due such personnel in connection with their performance under this Agreement and as required by law. Consultant shall be responsible for all reports and obligations respecting such personnel, including, but not limited to: social security taxes, income tax withholding, unemployment insurance, and workers’ compensation insurance.

16. Insurance. Consultant shall not commence work for the City until it has provided evidence satisfactory to the City it has secured all insurance required under this section. Failure to provide and maintain all required insurance shall be grounds for the City to terminate this Agreement for cause. In addition, Consultant shall not allow any subcontractor to commence work on any subcontract until it has secured all insurance required under this section.
a. Additional Insured
The City of San Bernardino, its officials, officers, employees, agents, and volunteers shall be named as additional insureds on Consultant’s and its subconsultants’ policies of commercial general liability and automobile liability insurance using the endorsements and forms specified herein or exact equivalents. b. Commercial General Liability
(i) The Consultant shall take out and maintain, during the performance of all work under this Agreement, in amounts not less than specified herein, Commercial General Liability Insurance, in a form and with insurance companies acceptable to the City.
(ii) Coverage for Commercial General Liability insurance shall be at least as broad as the following:

Insurance Services Office Commercial General Liability
coverage (Occurrence Form CG 00 01) or exact equivalent. (iii) Commercial General Liability Insurance must include coverage for the following:
(1) Bodily Injury and Property Damage
(2) Personal Injury/Advertising Injury
(3) Premises/Operations Liability
(4) Products/Completed Operations Liability
(5) Aggregate Limits that Apply per Project
(6) Explosion, Collapse and Underground (UCX)
exclusion deleted
(7) Contractual Liability with respect to this Contract (8) Broad Form Property Damage
(9) Independent Consultants Coverage
(iv) The policy shall contain no endorsements or provisions Packet Page. 519
6 limiting coverage for (1) contractual liability; (2) cross liability exclusion for claims or suits by one insured against another; (3) products/completed operations liability; or (4) contain any other exclusion contrary to the Agreement.
(v) The policy shall give City, its elected and appointed officials, officers, employees, agents, and City-designated volunteers additional insured status using ISO endorsement forms CG 20 10 10 01 and 20 37 10 01, or endorsements providing the exact same coverage.
(vi) The general liability program may utilize either deductibles or provide coverage excess of a self-insured retention, subject to written approval by the City, and provided that such deductibles shall not apply to the City as an additional insured.
c. Automobile Liability
(i) At all times during the performance of the work under this Agreement, the Consultant shall maintain Automobile Liability Insurance for bodily injury and property damage including coverage for owned, non-owned and hired vehicles, in a form and with insurance companies acceptable to the City. (ii) Coverage for automobile liability insurance shall be at least as broad as Insurance Services Office Form Number CA 00 01 covering automobile liability (Coverage Symbol 8, Hired Autos; and Symbol 9, Non-Owned Autos). (iii) The policy shall give City, its elected and appointed officials, officers, employees, agents and City designated volunteers additional insured status. (iv) Subject to written approval by the City, the automobile liability program may utilize deductibles, provided that such deductibles shall not apply to the City as an additional insured, but not a self-insured retention. d. Workers’ Compensation/Employer’s Liability
(i) Consultant certifies that he/she is aware of the provisions of Section 3700 of the California Labor Code which requires every employer to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and he/she will comply with such provisions before commencing work under this Agreement.
(ii) To the extent Consultant has employees at any time during the term of this Agreement, at all times during the performance of the work under this Agreement, the Consultant shall maintain full compensation insurance for all persons employed directly by him/her to carry out the work contemplated under this Agreement, all in accordance with the “Workers’ Compensation and Insurance Act,” Division IV of the Labor Code of the State of California and any acts amendatory thereof, and Employer’s Liability Coverage in amounts indicated herein. Consultant shall require all Packet Page. 520
7 subconsultants to obtain and maintain, for the period required by this Agreement, workers’ compensation coverage of the same type and limits as specified in this section. e. Professional Liability (Errors and Omissions)
At all times during the performance of the work under this Agreement the Consultant shall maintain professional liability or Errors and Omissions insurance appropriate to its profession, in a form and with insurance companies acceptable to the City and in an amount indicated herein. This insurance shall be endorsed to include contractual liability applicable to this Agreement and shall be written on a policy form coverage specifically designed to protect against acts, errors or omissions of the Consultant. “Covered Professional Services” as designated in the policy must specifically include work performed under this Agreement. The policy must “pay on behalf of” the insured and must include a provision establishing the insurer's duty to defend. f. Privacy/Network Security (Cyber)
At all times during the performance of the work under this Agreement, the Consultant shall maintain privacy/network security insurance for: (1) privacy breaches, (2) system breaches, (3) denial or loss of service, and the (4) introduction, implantation or spread of malicious software code, in a form and with insurance companies acceptable to the City.
g. Minimum Policy Limits Required
(i) The following insurance limits are required for the Agreement:

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8 (iii) Requirements of specific coverage or limits contained in this section are not intended as a limitation on coverage, limits, or other requirement, or a waiver of any coverage normally provided by any insurance. Any available coverage shall be provided to the parties required to be named as Additional Insured pursuant to this Agreement.
h. Evidence Required
Prior to execution of the Agreement, the Consultant shall file with the City evidence of insurance from an insurer or insurers certifying to the coverage of all insurance required herein. Such evidence shall include original copies of the ISO CG 00 01 (or insurer’s equivalent) signed by the insurer’s representative and Certificate of Insurance (ACORD Form 25-S or equivalent), together with required endorsements. All evidence of insurance shall be signed by a properly authorized officer, agent, or qualified representative of the insurer and shall certify the names of the insured, any additional insureds, where appropriate, the type and amount of the insurance, the location and operations to which the insurance applies, and the expiration date of such insurance. i. Policy Provisions Required
(i) Consultant shall provide the City at least thirty (30) days prior written notice of cancellation of any policy required by this Agreement, except that the Consultant shall provide at least ten (10) days prior written notice of cancellation of any such policy due to non-payment of the premium. If any of the required coverage is cancelled or expires during the term of this Agreement, the Consultant shall deliver renewal certificate(s) including the General Liability Additional Insured Endorsement to the City at least ten (10) days prior to the effective date of cancellation or expiration. (ii) The Commercial General Liability Policy and Automobile Policy shall each contain a provision stating that Consultant’s policy is primary insurance and that any insurance, self-insurance or other coverage maintained by the City or any named insureds shall not be called upon to contribute to any loss. (iii) The retroactive date (if any) of each policy is to be no later than the effective date of this Agreement. Consultant shall maintain such coverage continuously for a period of at least three years after the completion of the work under this Agreement. Consultant shall purchase a one (1) year extended reporting period A) if the retroactive date is advanced past the effective date of this Agreement; B) if the policy is cancelled or not renewed; or C) if the policy is replaced by another claims-made policy with a retroactive date subsequent to the effective date of this Agreement. (iv) All required insurance coverages, except for the professional liability coverage, shall contain or be endorsed to provide waiver of subrogation in favor of the City, its officials, officers, employees, agents, and volunteers or shall specifically allow Consultant or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Consultant hereby waives its own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subconsultants.

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9 (v) The limits set forth herein shall apply separately to each insured against whom claims are made or suits are brought, except with respect to the limits of liability. Further the limits set forth herein shall not be construed to relieve the Consultant from liability in excess of such coverage, nor shall it limit the Consultant’s indemnification obligations to the City and shall not preclude the City from taking such other actions available to the City under other provisions of the Agreement or law. j. Qualifying Insurers
(i) All policies required shall be issued by acceptable insurance companies, as determined by the City, which satisfy the following minimum requirements:
(1) Each such policy shall be from a company or
companies with a current A.M. Best's rating of no less than A:VIII and admitted to transact in the business of insurance in the State of California, or otherwise allowed to place insurance through surplus line brokers under applicable provisions of the California Insurance Code or any federal law.
k. Additional Insurance Provisions
(i) The foregoing requirements as to the types and limits of insurance coverage to be maintained by Consultant, and any approval of said insurance by the City, is not intended to and shall not in any manner limit or qualify the liabilities and obligations otherwise assumed by the Consultant pursuant to this Agreement, including, but not limited to, the provisions concerning indemnification. (ii) If at any time during the life of the Agreement, any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, City has the right but not the duty to obtain the insurance it deems necessary and any premium paid by City will be promptly reimbursed by Consultant or City will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, City may cancel this Agreement. (iii) The City may require the Consultant to provide complete copies of all insurance policies in effect for the duration of the Project. (iv) Neither the City nor the City Council, nor any member of the City Council, nor any of the officials, officers, employees, agents or volunteers shall be personally responsible for any liability arising under or by virtue of this Agreement. (vi) Consultant shall report to the City, in addition to Consultant’s insurer, any and all insurance claims submitted by Consultant in connection with the Services under this Agreement
l. Subconsultant Insurance Requirements. Consultant shall not allow any subcontractors or subconsultants to commence work on any subcontract until they have provided evidence satisfactory to the City that they have secured all insurance Packet Page. 523
10 required under this section. Policies of commercial general liability insurance provided by such subcontractors or subconsultants shall be endorsed to name the City as an additional insured using ISO form CG 20 38 04 13 or an endorsement providing the exact same coverage. If requested by Consultant, City may approve different scopes or minimum limits of insurance for particular subcontractors or subconsultants.

17. Indemnification.
a. To the fullest extent permitted by law, Consultant shall defend (with counsel reasonably approved by the City), indemnify and hold the City, its elected and appointed officials, officers, employees, agents, and authorized volunteers free and harmless from any and all claims, demands, causes of action, suits, actions, proceedings, costs, expenses, liability, judgments, awards, decrees, settlements, loss, damage or injury of any kind, in law or equity, to property or persons, including wrongful death, (collectively, “Claims”) in any manner arising out of, pertaining to, or incident to any alleged acts, errors or omissions, or willful misconduct of Consultant, its officials, officers, employees, subcontractors, consultants or agents in connection with the performance of the Consultant’s services, the Project, or this Agreement, including without limitation the payment of all damages, expert witness fees, attorneys’ fees and other related costs and expenses. This indemnification clause excludes Claims arising from the sole negligence or willful misconduct of the City. Consultant's obligation to indemnify shall not be restricted to insurance proceeds, if any, received by the City, the City Council, members of the City Council, its employees, or authorized volunteers. Consultant’s indemnification obligation shall survive the expiration or earlier termination of this Agreement. b. If Consultant’s obligation to defend, indemnify, and/or hold harmless arises out of Consultant’s performance as a “design professional” (as that term is defined under Civil Code Section 2782.8), then, and only to the extent required by Civil Code Section 2782.8, which is fully incorporated herein, Consultant’s indemnification obligation shall be limited to the extent which the Claims arise out of, pertain to, or relate to the negligence, recklessness, or willful misconduct of the Consultant in the performance of the services or this Agreement, and, upon Consultant obtaining a final adjudication by a court of competent jurisdiction, Consultant’s liability for such claim, including the cost to defend, shall not exceed the Consultant’s proportionate percentage of fault.

18. California Labor Code Requirements. Consultant is aware of the requirements of California Labor Code Sections 1720 et seq. and 1770 et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on certain “public works” and “maintenance” projects. If the Services are being performed as part of an applicable “public works” or “maintenance” project, as defined by the Prevailing Wage Laws, Consultant agrees to fully comply with such Prevailing Wage Laws, if applicable. Consultant shall defend, indemnify and hold the City, its elected officials, officers, employees and agents free and harmless from any claims, liabilities, costs, penalties or interest arising out of any failure or alleged failure to comply with the Prevailing Wage Laws. It shall be mandatory upon the Consultant and all subcontractors to comply with all California Labor Code provisions, which include but Packet Page. 524
11 are not limited to prevailing wages (Labor Code Sections 1771, 1774 and 1775), employment of apprentices (Labor Code Section 1777.5), certified payroll records (Labor Code Sections 1771.4 and 1776), hours of labor (Labor Code Sections 1813 and 1815) and debarment of contractors and subcontractors (Labor Code Section 1777.1).

19. Verification of Employment Eligibility. By executing this Agreement, Consultant verifies that it fully complies with all requirements and restrictions of state and federal law respecting the employment of undocumented aliens, including, but not limited to, the Immigration Reform and Control Act of 1986, as may be amended from time to time, and shall require all subconsultants and sub-subconsultants to comply with the same.

21. Termination or Abandonment
a. City may, by written notice to Consultant, terminate the whole or any part of this Agreement at any time and without cause by giving written notice to Consultant of such termination, and specifying the effective date thereof, at least thirty (30) days before the effective date of such termination. In such event, City shall be immediately given title and possession to all original field notes, drawings and specifications, written reports and other documents produced or developed for that portion of the work completed and/or being abandoned. City shall pay Consultant the reasonable value of services rendered for any portion of the work completed prior to termination. If said termination occurs prior to completion of any task for the Project for which a payment request has not been received, the charge for services performed during such task shall be the reasonable value of such services, based on an amount mutually agreed to by City and Consultant of the portion of such task completed but not paid prior to said termination.

City shall not be liable for any costs other than the charges or portions thereof which are specified herein. The rights and remedies of the City provided in this section shall not be exclusive and are in addition to any other rights and remedies provided by law, equity or under this Agreement. Consultant shall not be entitled to payment for unperformed services, and shall not be entitled to damages or compensation for termination of work. b. Consultant may terminate its obligation to provide further services under this Agreement upon thirty (30) calendar days’ written notice to City only in the event of substantial failure by City to perform in accordance with the terms of this Agreement through no fault of Consultant.
c. In the event this Agreement is terminated in whole or in part as provided herein, City may procure, upon such terms and in such manner as it may determine appropriate, services similar to those terminated.

22. Attorneys’ Fees. In the event that litigation is brought by any Party in connection with this Agreement, the prevailing Party shall be entitled to recover from the Packet Page. 525
12 opposing Party all costs and expenses, including reasonable attorneys’ fees, incurred by the prevailing Party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof. The costs, salary, and expenses of the City Attorney’s Office in enforcing this Agreement on behalf of the City shall be considered as “attorneys’ fees” for the purposes of this Agreement.

24. Prohibited Employment. Consultant shall not employ any current employee of City to perform the work under this Agreement while this Agreement is in effect.

27. Organization. Consultant shall assign Angela Leason as Project Manager.

The Project Manager shall not be removed from the Project or reassigned without the prior written consent of the City.

28. Limitation of Agreement. This Agreement is limited to and includes only the work included in the Project described above.

CITY:

City of San Bernardino
Vanir Tower, 290 North D Street
San Bernardino, CA 92401
Attn: Andrea Russell, Director of Human
Resources
CONSULTANT:

Command Investigations, LLC
1540 International Parkway, Suite 3070
Lake Mary, FL 32746
Attn : Marci Reading
Packet Page. 526
13 With Copy To:

City of San Bernardino
Vanir Tower, 290 North D Street
San Bernardino, CA 92401
Attn: City Attorney

30. Third Party Rights. Nothing in this Agreement shall be construed to give any rights or benefits to anyone other than the City and the Consultant.

31. Equal Opportunity Employment. Consultant represents that it is an equal opportunity employer and that it shall not discriminate against any employee or applicant for employment because of race, religion, color, national origin, ancestry, sex, age or other interests protected by the State or Federal Constitutions. Such non-discrimination shall include, but not be limited to, all activities related to initial employment, upgrading, demotion, transfer, recruitment or recruitment advertising, layoff or termination.

Packet Page. 527
14 36. Time of Essence. Time is of the essence for each and every provision of this Agreement.

38. Amendments. Only a writing executed by all of the Parties hereto or their respective successors and assigns may amend this Agreement.

39. City’s Right to Employ Other Consultants. City reserves its right to employ other consultants, including engineers, in connection with this Project or other projects.

40. Prohibited Interests. Consultant maintains and warrants that it has neither employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no official, officer or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

42. Survival. All rights and obligations hereunder that by their nature are to continue after any expiration or termination of this Agreement, including, but not limited to, the indemnification obligations, shall survive any such expiration or termination.

43. Authority. The persons executing this Agreement on behalf of the Parties hereto warrant that they are duly authorized to execute this Agreement on behalf of said Parties and that by doing so, the Parties hereto are formally bound to the provisions of this Agreement.

44. Electronic Signature. Each Party acknowledges and agrees that this Agreement may be executed by electronic or digital signature, which shall be considered as an original signature for all purposes and shall have the same force and effect as an original signature.
[SIGNATURES ON FOLLOWING PAGE]
Packet Page. 528
15 SIGNATURE PAGE FOR PROFESSIONAL SERVICES AGREEMENT

BETWEEN THE CITY OF SAN BERNARDINO

AND COMMAND INVESTIGATIONS, LLC
IN WITNESS WHEREOF, the Parties have executed this Agreement as of the date first written above.

CITY OF SAN BERNARDINO
APPROVED BY:

Eric Levitt
City Manager
ATTESTED BY:

Telicia Lopez, CMC
City Clerk
APPROVED AS TO FORM:

Best Best & Krieger LLP
City Attorney

CONSULTANT

COMMAND INVESTIGATIONS, LLC
Signature
Marci Reading
Name
Executive Vice President of Strategy and
Business Development
Title
Packet Page. 529
16 EXHIBIT A
Packet Page. 530
17 Packet Page. 531
Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Title Page
Response to RFP No. F-26-1055 for Pre-Employment
Background Screening Services for:

From:

Command Investigations LLC
June 2, 2026
Marci Reading | Executive VP of Strategy & Business Development Direct: +1 904-200-1747 | Email: [email protected] Corporate Contact Information:

Command Investigations LLC | Simplified Screening Solutions Corporate Headquarters: 1540 International Parkway, Suite 3070, Lake Mary, FL, 32746 Phone: 1-800-217-2464 | Email: [email protected] Websites: www.gocommand.com | www.simplified-screening.com Additional Offices:

New Mexico:
6501 Wyoming Blvd. NE, Building C, Suite 200, Albuquerque, NM 87109
Texas:
1931 Lake Arrowhead Drive, Richmond, TX 77406
Ohio:
7325 Frasier Road, Westerville, OH 43082
Pennsylvania:
710 Jennings Avenue, Scottdale, PA 15683
801 Estelle Drive, Lancaster, PA 17601
Packet Page. 532
Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino

1. Executive Summary
Command Investigations appreciates the opportunity to submit this proposal to provide background screening services for the City of San Bernardino. Our approach is designed to deliver a screening program that is reliable, compliant, and easy for City personnel to manage while supporting efficient hiring timelines and consistent screening operations.

Command Investigations provides background screening services supported by experienced screening personnel, scalable operational infrastructure, and a secure technology platform designed to streamline the screening process from initiation through report delivery. Our approach focuses on accurate screening results, predictable turnaround times, responsive communication, and reducing administrative burden on City staff.

The City will work directly with experienced screening professionals who become familiar with the City’s workflows, hiring timelines, and operational requirements. Screening services are supported through direct electronic court access where available, source-level verification practices, and a nationwide network of court researchers capable of conducting in-person courthouse research when required.

Command Investigations, together with the Command family of brands, employs more than 800 professionals and maintains a nationwide network of more than 1,500 court researchers.

Our organization supports public-sector and employer screening programs across the country, including significant operational activity throughout California and investigativerelated services within San Bernardino County.

Our operational approach combines scalable infrastructure with dedicated support personnel to help ensure consistent service delivery, responsive communication, and compliant screening practices aligned with the City’s requirements. We are confident in our ability to support the City of San Bernardino with a structured, responsive, and efficient background screening program.

Value Added to the City of San Bernardino
Dedicated Account Support
The City will work directly with designated screening personnel who provide continuity, responsive communication, and operational support throughout the contract term.

Structured and Scalable Screening Operations
Command Investigations maintains the operational capacity to support ongoing screening activity, fluctuating hiring volumes, and expedited requests while maintaining consistent service delivery.

Packet Page. 533
Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Nationwide Court Research Coverage
When direct electronic access is unavailable or incomplete, Command Investigations utilizes a nationwide network of court researchers to conduct source-level courthouse research and verify reportable information.

Duplicate Order Prevention
Our screening platform includes safeguards designed to identify potential duplicate screening requests, helping reduce unnecessary screening costs and administrative rework.

Quality Assurance Review
All reportable information is reviewed by trained screening personnel prior to release to support identity matching, completeness, and compliance with applicable reporting requirements.

California Operational Experience
Command Investigations maintains significant operational activity throughout California and supports public-sector and employer screening programs across the state through experienced personnel familiar with California operational and compliance environments.

Technology Integration
Command Investigations supports integration capabilities with applicant tracking and onboarding platforms. The City currently utilizes NEOGOV Insight and Onboard, and Command Investigations will work collaboratively with the City and applicable technology partners to evaluate and support integration options consistent with City requirements.

Packet Page. 534
Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino

2. Table of Contents
Title Page ........................................................................................................................................................................................ 1

1. Executive Summary ............................................................................................................................................................ 2

2. Table of Contents .................................................................................................................................................................4

3. Identification of Proposer............................................................................................................................................... 5

4. Staffing Resources.............................................................................................................................................................. 5 Firm Staffing and Key Personnel............................................................................................................................... 5 Condensed Resumes of Key Personnel................................................................................................................. 7

5. Experience and Technical Competence................................................................................................................11 A. Experience ..........................................................................................................................................................................11 References...............................................................................................................................................................................13 B. Project Specific Experience ................................................................................................................................... 14 C. Technical Competence............................................................................................................................................ 16

6. Proposed Method to Accomplish the Work ..................................................................................................... 18 Overview of Proposed Approach.............................................................................................................................. 18 Scope of Services................................................................................................................................................................ 19 Service Delivery Workflow.............................................................................................................................................21 Turnaround Times .............................................................................................................................................................23 NEOGOV Integration Capability ...............................................................................................................................25

7. Litigation: ................................................................................................................................................................................27

8. Other Information:............................................................................................................................................................27

9. Certification of Proposal:...............................................................................................................................................27

10. No Deviations from RFP............................................................................................................................................. 28 Appendix A – Fiscal Stability Documentation..................................................................................................... 29 Appendix B – Certificate of Insurance...................................................................................................................... 34 Appendix C – Applicable Licenses................................................................................................................................35 Appendix D – Acknowledgement of Insurance Requirements ............................................................... 36 Appendix E – Sample Background Screening Report ....................................................................................37 Exhibit A – Scope Acknowledgment .........................................................................................................................46 Packet Page. 535
Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino

3. Identification of Proposer
a. Legal Name and Address
Command Investigations, LLC
1540 International Parkway, Suite 3070
Lake Mary, FL 32746
b. Business Structure
Command Investigations is a limited liability company (LLC). c. Ownership
Command Investigations, LLC is owned by Incline Equity Partners. d. Authorized Representative
Marci Reading, Executive Vice President of Strategy and Business Development e. California Business License Number
California Bureau of Security and Investigative Services (BSIS) Private Investigator License No. PI29059 (Valid through September 30, 2027)

4. Staffing Resources
Firm Staffing and Key Personnel
Command Investigations will provide the City’s background screening services through experienced screening personnel responsible for program oversight, daily operations, quality assurance review, client support, and report processing.

The City will work directly with designated screening professionals who become familiar with the City’s hiring workflows, timelines, and screening requirements. This approach supports continuity, responsive communication, and efficient issue resolution throughout the contract term.

The following individuals will serve as the principal personnel assigned to the City’s account:
• Angela Leason, Director of Intelligence
• Melissa Britt, Screening Services Supervisor
• Liza Janson, Screening Services Coordinator
• Marci Reading, CFE, Executive Vice President of Strategy and Business Development Additional operational personnel and screening support resources are available as needed to support fluctuations in screening volume, expedited requests, implementation activities, and ongoing program requirements.

Command Investigations supports its background screening operations through experienced screening personnel, direct electronic court access, and a nationwide network of court researchers capable of conducting source-level courthouse research when required.

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Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Command Investigations also maintains significant operational activity throughout California in support of public-sector and employer screening programs.

Team Organization and Operational Support
Command Investigations utilizes a structured operational approach designed to support consistent service delivery, responsive communication, and efficient background screening operations while minimizing administrative burden on City staff.

Daily screening activities, including report processing, jurisdiction coordination, quality assurance review, applicant support, and client communication, are managed by experienced screening personnel. Designated points of contact will work directly with the City throughout the screening process to provide continuity, timely communication, and ongoing operational support.

Command Investigations maintains the operational capacity to support ongoing screening activity, fluctuating hiring volumes, and expedited requests as needed. Background screening services are supported through experienced personnel, direct electronic court access where available, and a nationwide network of court researchers capable of conducting source-level courthouse research when required to help ensure accurate and defensible results.

Additional operational resources are available to support implementation activities, reporting needs, workflow adjustments, and ongoing program support throughout the contract term.

Packet Page. 537
Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Condensed Resumes of Key Personnel
The following condensed resumes summarize the qualifications, experience, responsibilities, and proposed roles of the key personnel assigned to support the City of San Bernardino's background screening program.

Angela Leason
Director of Intelligence | Lake Mary, FL
Proposed Role: Account Manager / Implementation Lead
[email protected] | (800) 217-2464 x 217
Angela Leason brings over 20 years of professional experience, including more than 9 years with Command Investigations. She currently serves as Director of Intelligence and has led intelligence, background, and investigative programs supporting public sector, insurance, and private-sector clients nationwide.

Angela oversees screening operations, investigative teams, quality assurance, and client program management. Her background includes complex investigations, collaboration with law enforcement and fraud bureaus, and management of large-scale investigative and screening programs.

Key Qualifications:
• 20+ years of investigative and intelligence experience • 9+ years with Command Investigations
• Expertise in FCRA compliance, adjudication, and investigative workflows • Experience leading nationwide investigative and screening programs • Background supporting fraud investigations and litigation support Packet Page. 538
Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Melissa Britt
Screening Services Supervisor | Chicago, IL
Proposed Role: Operations Support / Service Delivery
[email protected] | (800) 246-8599 x 122
Melissa Britt brings 12 years of experience in surveillance, intelligence analysis, and case management. She oversees daily screening operations, including workflow management and quality control, ensuring accuracy, timeliness, and consistent communication across all screening activities.

She supports coordination between internal teams and research resources, helping maintain efficient processing and reliable service delivery.

Key Qualifications:
• Experience in investigative and screening-related operations • Workflow management and case coordination
• Focus on quality control, accuracy, and turnaround time management • Strong operational support across screening teams
• Knowledge of FCRA requirements and compliance standards • Holds FCRA certification (2025)
Packet Page. 539
Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Liza Janson
Client Success Analyst | Lake Mary, FL
Proposed Role: Reporting Support / Client Communication [email protected] | (800) 217-2464 x 412
Liza Janson brings over 20 years of professional experience, including 16 years in investigative and screening operations. She supports program coordination, reporting, and client communication, ensuring deliverables are organized, accurate, and aligned with client requirements.

Her role focuses on maintaining efficient processes, supporting clear communication, and contributing to a consistent client experience.

Key Qualifications:
• Extensive experience in investigative and screening operations • Client communication and reporting coordination
• Strong organizational and documentation support
• Focus on process efficiency and service consistency
Packet Page. 540
Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Marci Reading, CFE
Executive Vice President of Strategy and Business Development | Lake Mary, FL Proposed Role: Executive Oversight / Contract Authority [email protected] | (904) 200-1747
Marci Reading brings over 20 years of investigative industry experience and holds the Certified Fraud Examiner (CFE) designation. She provides executive oversight for client engagements, including onboarding, contract management, and client relationship strategy.

Marci ensures alignment between client requirements and service delivery, supporting compliance, performance, and overall program success.

Key Qualifications:
• Certified Fraud Examiner (CFE) designation
• Executive leadership in client engagement and program oversight • Experience supporting public sector and regulated environments • Focus on contract alignment and service delivery performance Packet Page. 541
Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Subcontractors
Command Investigations does not anticipate utilizing subcontractors for the services requested under this RFP.

Background screening services will be performed through Command Investigations’ screening personnel, operational infrastructure, and established service resources. Where source-level courthouse research is required in jurisdictions without direct electronic access, Command Investigations utilizes its nationwide network of court researchers to obtain records directly from originating jurisdictions as part of its standard operational process.

5. Experience and Technical Competence
A. Experience
Company Overview
Command Investigations, LLC is a nationwide provider of investigative and background screening services supporting public sector and private sector organizations with accurate, timely, and compliant information. Founded in 2012, Command Investigations is headquartered in Lake Mary, Florida and maintains operational resources across the United States, including significant operational activity throughout California.

Command Investigations employs more than 800 professionals and maintains a nationwide network of more than 1,500 court researchers, supporting both electronic and in-person courthouse research where required. This operational structure allows for comprehensive jurisdictional coverage and supports consistent service delivery across local, state, and federal jurisdictions.

Background screening services are supported through experienced screening personnel, dedicated account management, quality assurance review processes, and scalable operational infrastructure designed to support both routine hiring activity and highervolume screening programs.

The City’s screening program will be supported through Command Investigations’ structured service model emphasizing responsive communication, accurate reporting, source-level verification, and consistent operational support. Our approach combines secure technology, standardized workflows, and experienced personnel to deliver reliable and defensible screening results aligned with the City’s requirements.

Organizational Experience
Command Investigations has more than twelve (13) years of experience providing investigative and background screening services and has extensive experience supporting public-sector and regulated employers requiring accurate, compliant, and timely screening services.

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Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Our screening operations support organizations ranging from smaller hiring departments to large-scale screening environments requiring consistent workflows, centralized visibility, responsive communication, and dependable turnaround times. Command Investigations maintains the operational capacity, personnel, and infrastructure necessary to support ongoing hiring activity, periodic rescreening initiatives, and fluctuating screening volumes without compromising service quality.

Our methodology combines automated search interfaces, direct electronic court access where available, a nationwide court researcher network, and dedicated operational support to ensure screening requests move efficiently from initiation through report delivery. Each reportable record is verified at the source level prior to release to help ensure accurate and defensible results.

All background screening services are performed in compliance with the Fair Credit Reporting Act (FCRA) and applicable federal, state, and local regulations.

Staff Experience
The personnel assigned to support the City’s account have experience supporting background screening operations, client support, quality assurance review, workflow coordination, and public-sector screening programs. Key personnel assigned to the City’s account are identified in Section 4 of this proposal.

California Experience and Licensing
Command Investigations maintains significant operational activity throughout California and supports screening and investigative-related services for California-based organizations and public-sector clients.

The company maintains an active California Bureau of Security and Investigative Services (BSIS) Private Investigator License and supports screening operations through experienced personnel familiar with California operational and compliance requirements.

In addition to supporting California-based organizations, Command Investigations currently performs investigative-related services within San Bernardino County and maintains operational familiarity with California jurisdictional research requirements and public-sector service expectations.

This California experience, combined with Command Investigations' nationwide screening resources and local jurisdictional research capabilities, supports the timely and compliant delivery of services requested by the City.

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Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
References
Reference 1 – City of Cleveland
Organization: City of Cleveland
Contact: Wanda Brown, Personnel Administrator
Email: [email protected]
Phone: 216-664-2444 Ext. 74622
Project Size/Description:

The City of Cleveland is a large municipal government employer with hiring needs across multiple departments and job classifications. Command Investigations completed approximately 1,447 background screening requests during the previous 12-month period.

Services Provided:

Command Investigations provides pre-employment screening services including Social Security number validation, criminal history research, motor vehicle record searches, and related background screening services. Services are supported through a secure online platform, quality assurance review processes, and dedicated client support.

Reference 2 – Regional Transportation District (RTD)
Organization: Regional Transportation District (RTD)
Contact: Kristina Horton, HRIS Administrator
Email: [email protected]
Project Size/Description:

RTD is a major public transportation agency with a large and diverse workforce. Command Investigations completed approximately 811 background screening requests during the previous 12-month period supporting ongoing hiring and workforce screening requirements.

Services Provided:

Command Investigations provides background screening services for employment candidates, including criminal history research, Social Security number verification, motor vehicle record searches, and related screening services. Command supports high-volume screening requirements and provides timely reporting designed to assist hiring personnel with employment decisions.

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Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Reference 3 – Merritt Clubs
Organization: Merritt Clubs
Contact: Wendy Livering, HR Generalist
Phone: 410-298-8705 Ext. 0045
Email: [email protected]
Project Size/Description:

Merritt Clubs is a multi-location health and fitness organization supporting a diverse workforce across multiple facilities. Command Investigations completed approximately 427 background screening requests during the previous 12-month period.

Services Provided:

Command Investigations provides pre-employment background screening services, including identity verification, criminal history research, employment-related screening services, and ongoing account support through a secure screening platform.

B. Project Specific Experience
Project Example 1 – City of Cleveland
Role of Firm:

Primary Background Screening Services Provider
Description of Services:

Command Investigations provides pre-employment background screening services supporting hiring activities across multiple departments and job classifications. Services include Social Security number validation, criminal history research, motor vehicle record searches, and related employment screening services.

Staffing:

Services are supported by dedicated account management, screening operations personnel, quality assurance staff, and a nationwide network of court researchers.

Duration of Services:

Ongoing client relationship.

Relationship to Client:

Background screening services provider.

Contact Information:

Wanda Brown, Personnel Administrator
City of Cleveland
Phone: 216-664-2444 Ext. 74622
Email: [email protected]
Project Size:

Approximately 1,447 background screening requests during the previous 12-month period.

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Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Dollar Value of Services:

Confidential client information.

Dollar Value of Fee:

Confidential client information.

Project Example 2 – Regional Transportation District (RTD) Role of Firm:

Primary Background Screening Services Provider
Description of Services:

Command Investigations provides background screening services supporting workforce hiring and onboarding requirements. Services include criminal history research, Social Security number verification, motor vehicle record searches, and related screening services.

Staffing:

Services are supported by dedicated account management, screening operations personnel, quality assurance staff, and a nationwide network of court researchers.

Duration of Services:

Ongoing client relationship.

Relationship to Client:

Background screening services provider.

Contact Information:

Kristina Horton, HRIS Administrator
Regional Transportation District (RTD)
Email: [email protected]
Project Size:

Approximately 811 background screening requests during the previous 12-month period.

Dollar Value of Services:

Confidential client information.

Dollar Value of Fee:

Confidential client information.

Project Example 3 – Merritt Clubs
Role of Firm:

Primary Background Screening Services Provider
Description of Services:

Command Investigations provides pre-employment background screening services Packet Page. 546
Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
supporting hiring and workforce onboarding activities. Services include identity verification, criminal history research, and related employment screening services.

Staffing:

Services are supported by dedicated account management, screening operations personnel, quality assurance staff, and a nationwide network of court researchers.

Duration of Services:

Ongoing client relationship.

Relationship to Client:

Background screening services provider.

Contact Information:

Wendy Livering, HR Generalist
Merritt Clubs
Phone: 410-298-8705 Ext. 0045
Email: [email protected]
Project Size:

Approximately 427 background screening requests during the previous 12-month period.

Dollar Value of Services:

Confidential client information.

Dollar Value of Fee:

Confidential client information.

C. Technical Competence
Customer Service and Support
Command Investigations supports screening programs through a dedicated account management and operations model designed to provide responsive, consistent service. The City's screening program will be supported by experienced screening personnel and a dedicated Account Manager who serves as the City's primary point of contact.

Unlike call-center support models common within the background screening industry, Command Investigations provides direct access to experienced screening professionals who become familiar with the City's workflows, hiring processes, and screening requirements.

This continuity supports efficient communication, reduces onboarding time for City personnel, and helps ensure consistent service delivery throughout the contract term.

Command Investigations employs more than 800 professionals and maintains direct electronic access to numerous jurisdictions nationwide, supported by a nationwide network of more than 1,500 court researchers for jurisdictions requiring in-person courthouse research. This operational model provides reliable communication, continuity of service, and dependable screening results.

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Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Service Delivery Methodology
The City requires reliable, compliant background screening services capable of supporting hiring decisions across multiple departments and position types. Command Investigations’ screening program is designed to provide accurate results, consistent turnaround times, and clear communication throughout the screening process.

Command Investigations utilizes a structured screening process designed to support these requirements while minimizing administrative effort for City staff. Our secure online platform manages candidate authorization, data collection, jurisdiction identification, status tracking, and report delivery through a centralized system with role-based access and audit visibility.

Our methodology combines automated search interfaces, direct electronic court access where available, a nationwide court researcher network, and dedicated account management to ensure screening requests move efficiently from initiation through report delivery. Each reportable record is verified at the source level prior to release to help ensure accurate and defensible results.

All screening services are performed in compliance with the Fair Credit Reporting Act (FCRA) and applicable federal, state, and local regulations.

Integration Capabilities
Command's screening platform supports integration capabilities with third-party applicant tracking systems (ATS) and human resource information systems (HRIS), including NEOGOV.

These integration capabilities support secure applicant data exchange, workflow automation, status updates, and report delivery within a centralized screening environment.

NEOGOV is a supported integration partner within the platform. Integrations are established on a client-specific basis and are configured to connect a client's individual ATS environment with Command's screening platform. Because each implementation is unique to the client, an integration is not established until the client elects to connect its system with the platform. As a result, Command does not currently maintain an active integration with the City of San Bernardino's NEOGOV environment. However, the platform fully supports NEOGOV integration and Command can work with the City and applicable third-party providers to implement, test, and deploy the connection as part of the onboarding process.

Value-Added Services
Command Investigations provides operational support and screening tools designed to reduce administrative effort, improve communication, and support consistent hiring workflows.

Key value-added capabilities include:
• Dedicated account management and screening operations support Packet Page. 548
Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
• Program configuration support to align workflows and screening packages with hiring requirements
• Duplicate order prevention safeguards utilizing SSN matching and report history review
• Nationwide court research coverage for jurisdictions requiring in-person courthouse research
• Flexible ordering options through applicant portals, direct entry, and integration capabilities
• Quality assurance review of all reportable information prior to release • Responsive support from experienced screening professionals rather than a callcenter model These capabilities are included as part of Command Investigations' standard service model and do not require additional fees or special configuration.

6. Proposed Method to Accomplish the Work
Overview of Proposed Approach
Command Investigations proposes a structured, technology-enabled background screening program designed to support the City of San Bernardino's hiring objectives through accurate, compliant, and timely screening services. Our approach combines experienced screening personnel, standardized operational workflows, source-level verification practices, and secure technology to support informed hiring decisions while minimizing administrative burden on City staff.

Background screening services are managed through a centralized platform that supports applicant authorization, order management, status tracking, report delivery, and ongoing program visibility. Screening requests are processed through defined workflows designed to promote consistency, accountability, and efficient turnaround times across all screening components.

Our methodology utilizes automated search interfaces, direct electronic court access where available, and a nationwide network of court researchers to obtain verified information from originating jurisdictions. Reportable information is subject to quality assurance review and source-level verification prior to release to help ensure accuracy, proper subject identification, and compliance with applicable reporting requirements.

Command Investigations maintains the operational capacity, personnel, and infrastructure necessary to support ongoing hiring activity, fluctuating screening volumes, and specialized screening requirements. The City will be supported by experienced screening professionals who provide responsive communication, continuity of service, and ongoing operational support throughout the contract term.

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Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
The proposed approach is designed to provide the City with a reliable and scalable screening program that emphasizes accurate results, consistent service delivery, regulatory compliance, and efficient hiring workflows. Detailed descriptions of screening services, deliverables, workflows, turnaround times, and implementation activities are provided in the sections that follow.

Scope of Services
Command Investigations provides a comprehensive employment background screening program designed to support informed hiring decisions while maintaining compliance with applicable federal, state, and local regulations. Screening services are conducted through standardized workflows, source-level verification practices, and quality assurance controls designed to promote accurate and defensible results.

Command Investigations currently maintains the personnel, technology, and operational infrastructure necessary to provide all services requested by the City without the need for additional development or implementation of new service capabilities.

Criminal Background Screening
Criminal background screening is conducted using a layered research methodology that may include county, state, federal, and national criminal record sources as required by the City. Jurisdictions are identified using applicant-provided information and address history developed through the Social Security Number trace process. Where electronic access is unavailable, records are obtained through source-level courthouse research. California statewide criminal searches are available through a multi-county search methodology designed to supplement traditional county-level research and provide expanded jurisdictional coverage.

Social Security Number Trace and Identity Verification
A Social Security Number trace is utilized to validate identity information and develop a comprehensive name and address history associated with the applicant. This process assists in identifying aliases and jurisdictions requiring additional research and supports accurate record matching.

Identity verification processes support the detection of potential inconsistencies, identity theft indicators, and other risk factors consistent with applicable Identity Theft Red Flags Rule requirements.

National Sex Offender Registry Search
Nationwide sex offender registry searches are conducted using aggregated registry data from applicable jurisdictions. Results are reviewed as part of the overall screening process and included within the final report.

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Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Employment Verification
Employment verifications are conducted directly with employers or approved verification sources to confirm dates of employment, positions held, and other available employment information.

Education Verification
Education verifications confirm degrees earned, attendance dates, and educational institutions attended through direct contact with educational institutions or recognized verification sources.

Professional License Verification
Professional licenses and certifications are verified to confirm current status, issuing authority, expiration dates, and any publicly available disciplinary actions.

Motor Vehicle Records
Motor vehicle record searches are available for positions involving driving responsibilities and may include license status, reportable violations, suspensions, and other available driving history information.

Sanctions and Watchlist Screening
Searches may be conducted against applicable sanctions, exclusion, and watchlist databases to identify individuals subject to regulatory or compliance restrictions.

Social Media Screening
When requested, social media screening reviews publicly available online content using standardized review methodologies designed to identify job-relevant risk indicators while excluding protected class information.

Pre-Adverse and Adverse Action Support
Command Investigations provides tools and support to assist the City in administering preadverse and adverse action processes in compliance with the Fair Credit Reporting Act.

Risk Management Review
Command Investigations conducts risk management reviews designed to identify inconsistencies, discrepancies, and potentially misrepresented information within an applicant's background information. Information obtained through identity verification, address history, criminal records research, employment verification, driving records, and other screening components is reviewed to identify potential concerns that may warrant additional review by authorized City personnel. Identity verification procedures also support compliance with applicable Identity Theft Red Flags Rule requirements.

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Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Additional Screening Services
Additional screening services may be provided based upon position requirements, regulatory obligations, or City-specific hiring needs. All services are delivered through the same standardized workflows, quality assurance controls, and reporting processes utilized throughout Command Investigations' screening program.

Service Delivery Workflow
All background screening services are managed through a secure, centralized platform designed to support efficient order submission, status tracking, communication, and report delivery throughout the screening process.

The typical screening workflow includes:

Step 1 – Order Initiation
Authorized City personnel initiate the screening request through the platform. The system supports secure applicant invitation, order management, and workflow tracking.

Step 2 – Applicant Authorization and Data Collection
Applicants complete required disclosures, authorizations, and data entry through a secure online process. Information collected is used to support identity verification, jurisdiction determination, and screening processing.

Step 3 – Jurisdiction Identification and Research
Jurisdictions are identified using applicant-provided information and address history developed through the Social Security Number trace process. Required criminal, verification, and screening components are initiated based on the City's screening requirements.

Step 4 – Source-Level Verification
Records identified through screening activities are verified at the originating source whenever required. County, state, federal, and verification-based searches are conducted using source-level research methodologies designed to support accurate and defensible reporting.

Step 5 – Quality Assurance Review
Each report undergoes a structured quality assurance review to confirm subject identification, completeness, consistency, and compliance with applicable reporting requirements prior to release. Quality assurance procedures include identity matching, source-level verification of reportable records, and review of report content for accuracy and completeness.

Step 6 – Report Delivery
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Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Completed reports are delivered through the secure online platform and are available to authorized City personnel for review. Status updates and communication history remain accessible throughout the screening lifecycle.

Deliverables
Deliverables may include:
• Completed background screening reports
• Status tracking and screening progress updates
• Verification documentation where applicable
• Pre-adverse and adverse action support documentation
• Administrative and management reporting
• Ongoing account support and program assistance
This structured workflow provides the City with centralized visibility, secure information management, consistent service delivery, and accurate reporting throughout the background screening process.

Ordering Process
The City of San Bernardino may order background screening services through Command's secure online platform using multiple workflow options based on operational preferences and hiring processes.

1. Email & SMS Candidate Invitations: Candidates receive a secure invitation and complete disclosures,
authorizations, and required information through the
online candidate portal.

2. Direct Data Entry: Authorized City personnel may enter applicant information directly into the platform and initiate screening requests.

3. Third-Party System Integration: The platform supports integration with HRIS, ATS, and third-party systems,
including NEOGOV, allowing users to initiate and manage screening requests within their existing workflow.

These flexible ordering methods support efficient applicant processing, centralized tracking, and a streamlined user experience for both applicants and City personnel.

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Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Turnaround Times
Command Investigations is committed to delivering background screening results in a timely and consistent manner. Turnaround times are continuously monitored and managed to support efficient hiring processes while maintaining quality assurance and compliance standards.

Typical turnaround times are as follows:

Service Category Typical Turnaround Time
Social Security Number Trace Instant
National Sex Offender Registry Search Instant
National Criminal Database Search Instant
Criminal Court Research (County, State, Federal) Typically 1–3 business days* Employment Verification Typically 1–3 business days*
Education Verification Typically 1–3 business days*
Professional License Verification Typically 1–3 business days* Global Watchlist / Sanctions Search Instant to <1 business day Motor Vehicle Records Typically <1 business day
Social Media Screening Approximately 1 business day
*Turnaround times may vary based on court access, jurisdictional requirements, third-party response times, and record availability.

Command Investigations actively monitors turnaround performance and allocates operational resources as necessary to maintain service levels. Where delays occur due to external factors, status updates are provided to ensure transparency and visibility throughout the screening process.

Command Investigations is capable of meeting the City's requirement to provide completed background screening reports within five (5) business days for standard screening requests, subject to delays caused by courts, employers, educational institutions, government agencies, or other third-party sources.

The following map illustrates typical criminal history search and motor vehicle record turnaround times across the United States, demonstrating Command Investigations' established nationwide screening infrastructure and ability to support timely service delivery.

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Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Average Turnaround Times
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Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
NEOGOV Integration Capability
Command's screening platform includes NEOGOV among its supported integration partners. Integrations are established on a client-specific basis and are configured to connect a client's individual NEOGOV environment with Command's screening platform.

Because each implementation is unique to the client, an integration is not established until the client elects to connect its NEOGOV environment with the screening platform. As a result, Command does not maintain a pre-existing integration with the City of San Bernardino's NEOGOV instance. However, the platform fully supports NEOGOV integration and Command can work with the City and applicable third-party providers to implement, test, and deploy the connection as part of the onboarding process.

Once implemented, the integration can support applicant data exchange, workflow automation, status updates, and report delivery between the City's NEOGOV environment and Command's screening platform.

Capacity and Scalability
Command Investigations maintains the personnel, technology, and operational infrastructure necessary to support both routine hiring activity and fluctuating screening volumes without compromising service quality or turnaround performance.

The company employs more than 800 professionals and maintains a nationwide network of more than 1,500 court researchers capable of conducting source-level courthouse research in jurisdictions where direct electronic access is unavailable. This infrastructure supports comprehensive jurisdictional coverage across local, state, and federal records repositories.

Background screening services are supported through experienced screening personnel, dedicated account management, quality assurance review processes, and scalable operational resources designed to accommodate varying hiring volumes and changing workforce needs.

Command Investigations maintains direct electronic access to numerous jurisdictions nationwide and utilizes standardized workflows designed to promote consistency, accuracy, and efficient service delivery. Our operational model supports ongoing hiring programs, expedited requests, periodic rescreening initiatives, and future program growth while maintaining established quality assurance standards.

This scalable approach allows Command Investigations to support the City's current hiring requirements while providing the flexibility to accommodate future changes in volume, staffing needs, or screening requirements throughout the contract term.

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Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
First-Year Implementation Schedule
Command Investigations will work collaboratively with City personnel to ensure a smooth implementation and transition of background screening services. The following draft schedule outlines anticipated implementation activities, milestones, and ongoing support during the first year of the contract. This a sample timeline, and can be tailored to client needs.

Timeframe Activity Deliverable
Week 1 Contract Kickoff
Meeting
Project kickoff, identification of key contacts, review of screening requirements, workflows, reporting
needs, and implementation planning
Week 1-2 Program Configuration
Screening packages, workflows, user permissions,
notification settings, and reporting preferences
configured
Week 2-3 User Setup and
Workflow Testing
User accounts established, workflow validation
completed, and report delivery processes tested
Week 3 Training Administrator and user training sessions conducted Week 4 Go-Live Background screening services available for use As
Required
NEOGOV Integration
Implementation
Integration planning, configuration, testing,
validation, and deployment activities coordinated
with the City, NEOGOV, and applicable third-party
providers
Ongoing
Account Management
and Operational
Support
Dedicated support, issue resolution, workflow
assistance, and ongoing program administration
Quarterly Program Review
Meetings
Review of service performance, reporting,
operational objectives, and process improvement
opportunities
Annually Program Assessment Review of program performance and recommendations for continued program support
If the City elects to implement a NEOGOV integration, Command will coordinate implementation planning, testing, and deployment activities as part of the onboarding process. Integration timelines may vary based on the City's existing environment, current vendor platform, and technical requirements. Background screening services may commence prior to completion of integration activities if desired by the City.

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Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino

7. Litigation:

Command Investigations has no litigation, arbitration, mediation, debarments, contract performance issues, or other matters requiring disclosure pursuant to this RFP.

8. Other Information:

This section shall contain all other pertinent information regarding the following:
a. Demonstration of record of staffing tasks efficiently and completing projects on time and within the allocated budget.

Command Investigations maintains the personnel, operational infrastructure, and quality assurance processes necessary to support ongoing screening programs of varying size and complexity. Through dedicated account management, scalable screening operations, and a nationwide research network, Command Investigations routinely supports client hiring programs while meeting established service expectations, turnaround time objectives, and reporting requirements. b. Description of community involvement.

Command Investigations supports community involvement through the activities and volunteer efforts of its employees in the communities where they live and work. c. Description of any previous involvement with the City.

Command Investigations currently performs investigative-related services within San Bernardino County and maintains operational familiarity with local jurisdictional research requirements. Command Investigations is not aware of any prior contractual relationship with the City of San Bernardino for the services described in this proposal. d. A statement that the Proposer has not conflicts of interest in connection with providing the Services.

Command Investigations is not aware of any actual or potential conflicts of interest that would impair its ability to provide the services requested by the City of San Bernardino in an objective, independent, and professional manner.

9. Certification of Proposal:

The undersigned hereby submits its proposal and, by doing so, agrees to furnish services to the City in accordance with the Request for Proposal (RFP), and to be bound by the terms and conditions of the RFP.

Signature: Date: 6/2/2026
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10. No Deviations from RFP
Command Investigations, LLC has reviewed the Request for Proposals, including the Agreement and insurance requirements, and takes no exceptions or deviations to the terms and conditions contained therein.

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Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Appendix A – Fiscal Stability Documentation
Command Investigations maintains the operational, personnel, and financial resources necessary to support the services requested under this RFP.

To demonstrate financial stability, Command Investigations has included its most recent independent auditor's report and consolidated financial statements. Additional financial information may be made available upon request and subject to appropriate confidentiality protections.

Included Documentation:
• 2024 Independent Auditor's Report and Consolidated Financial Statements Packet Page. 560
1 Independent Auditors Report
Board of Directors
Command Holding Corp.

Opinion
We have audited the accompanying consolidated financial statements of Command Holding Corp. and Subsidiary, which comprise the consolidated balance sheets as of December 31, 2024 and 2023, and the related consolidated statements of operations, stockholders equity, and cash flows for the years then ended, and the related notes to the consolidated financial statements.

In our opinion, the consolidated financial statements referred to above present fairly, in all material respects, the financial position of Command Holding Corp. and Subsidiary as of December 31, 2024 and 2023, and the results of their operations and their cash flows for the years then ended in accordance with accounting principles generally accepted in the United States of America.

Basis for Opinion
We conducted our audits in accordance with auditing standards generally accepted in the United States of America. Our responsibilities under those standards are further described in the Auditors Responsibilities for the Audit of the Consolidated Financial Statements section of our report. We are required to be independent of Command Holding Corp. and Subsidiary and to meet our other ethical responsibilities in accordance with the relevant ethical requirements relating to our audits. We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion.

Responsibilities of Management for the Consolidated Financial Statements Management is responsible for the preparation and fair presentation of the consolidated financial statements in accordance with accounting principles generally accepted in the United States of America, and for the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of consolidated financial statements that are free from material misstatement, whether due to fraud or error.

In preparing the consolidated financial statements, management is required to evaluate whether there are conditions or events, considered in the aggregate, that raise substantial doubt about Command Holding Corp. and Subsidiarys ability to continue as a going concern within one year after the date that the consolidated financial statements are available to be issued.

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2 Auditors Responsibilities for the Audit of the Consolidated Financial Statements Our objectives are to obtain reasonable assurance about whether the consolidated financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditors report that includes our opinion. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with generally accepted auditing standards will always detect a material misstatement when it exists. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Misstatements are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the consolidated financial statements.

In performing an audit in accordance with generally accepted auditing standards, we:

Exercise professional judgment and maintain professional skepticism throughout the audit.

Identify and assess the risks of material misstatement of the consolidated financial statements, whether due to fraud or error, and design and perform audit procedures responsive to those risks.

Such procedures include examining, on a test basis, evidence regarding the amounts and disclosures in the consolidated financial statements.

Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of Command Holding Corp. and Subsidiarys internal control. Accordingly, no such opinion is expressed.

Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the consolidated financial statements.

Conclude whether, in our judgment, there are conditions or events, considered in the aggregate, that raise substantial doubt about Command Holding Corp. and Subsidiarys ability to continue as a going concern for a reasonable period of time.

We are required to communicate with those charged with governance regarding, among other matters, the planned scope and timing of the audit, significant audit findings, and certain internal control related matters that we identified during the audit.

Indianapolis, Indiana
April 30, 2025
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2024 2023

CURRENT ASSETS
Cash $ 2,593,922 $ 179,353
Accounts receivable, net of allowance for credit losses of $0 in 2024 and $2,553 in 2023 4,736,887 3,839,762
Unbilled receivable 4,639,964 2,413,260
Prepaid expenses and other current assets 297,634 103,638 Total Current Assets 12,268,407 6,536,013
PROPERTY AND EQUIPMENT, net 769,306 541,463

OTHER ASSETS
Operating lease right-of-use assets 780,859 555,618
Goodwill, net 49,862,117 22,811,997
Security deposits 17,420 6,920
Total Other Assets 50,660,396 23,374,535
TOTAL ASSETS $ 30,452,011 63,698,109 $

CURRENT LIABILITIES
Accounts payable $ 684,645 $ 232,841
Customer deposits 387,063 465,106
Accrued expenses 1,659,181 1,315,157
Operating lease liability - current 189,186 132,591
Current maturities of long-term debt 1,402,303 470,000
Total Current Liabilities 3,390,075 3,547,998

LONG-TERM LIABILITIES
Operating lease liability - noncurrent 610,574 442,961
Line of credit borrowings 200,000
Long-term debt, net 45,324,452 15,552,054
Total Long-term Liabilities 45,935,026 16,195,015
Total Liabilities 49,325,101 19,743,013

STOCKHOLDERS' EQUITY
Common stock, no par value; 1,000 shares authorized, 706.05 in 2024 and in 2023 shares issued and outstanding; and additional paid-in capital 23,364,144 16,813,430 Accumulated deficit (8,991,136) (6,104,432)
Total Stockholders' Equity 14,373,008 10,708,998
TOTAL LIABILITIES AND STOCKHOLDERS' EQUITY $ 30,452,011 63,698,109 $ See accompanying notes.

COMMAND HOLDING CORP. AND SUBSIDIARY

CONSOLIDATED BALANCE SHEETS
December 31, 2024 and 2023
ASSETS

LIABILITIES AND STOCKHOLDERS' EQUITY
3 Packet Page. 563
2024 2023
PROFESSIONAL SERVICE REVENUES $ 34,346,988 $ 26,814,452 COST OF REVENUES 15,948,155 12,824,932
Gross Profit 18,398,833 13,989,520

OPERATING EXPENSES
General and administrative 11,021,122 8,807,202
Depreciation and amortization 4,682,562 3,746,842
Total Operating Expenses 15,703,684 12,554,044
Net Operating Income 2,695,149 1,435,476

OTHER (INCOME) EXPENSES
Acquisition expenses 1,553,575 402,035
Interest expense 2,862,778 1,737,692
Management fee 250,000 250,000
Other expense 193,699 767,874
Total Other (Income) Expenses 2,583,426 5,434,227
Net Loss Before Income Tax Provision (2,739,078) (1,147,950) INCOME TAX PROVISION (147,626) (1,172,496)
NET LOSS $ (2,886,704) $ (2,320,446)
See accompanying notes.

COMMAND HOLDING CORP. AND SUBSIDIARY

CONSOLIDATED STATEMENTS OF OPERATIONS
Years Ended December 31, 2024 and 2023
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Background Screening Services City of San Bernardino
Appendix B – Certificate of Insurance
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Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Appendix C – Applicable Licenses
Command’s Private Investigator License Numbers by State:

AK: PD 1284; 12751
AZ: 1728551
AR: CMPY.0003344
CA: PI29059
CT: A-2955
DE: 19-213-A
FL: A1000232
GA: PDC002655
IL: 117.001919/115.002772
IN: PI22100025
IA: PI00291
KS: A-5959
KY: 271759
LA: 9440-103018-LA
MD: 23PLU-PD30846
MA: LP1489A
MI: 3701208223
MN: 2374
MO: 2024022491
NH: M-2023-0780
NJ: 9620
NM: TPI3411
NY: 11000211562
NC: 348993
NV: 4415
OH: 20192100301747
OK: 0189815-IA000135
PA: MCPD 233
SC: 1781
TN: 2353
TX: A10563001
UT: P111951
VA: 11-19576
VT: 044.0132691PI
WA: 603279962
WI: 20057-62
WV: 71994
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Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Appendix D – Acknowledgement of Insurance
Requirements
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Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Appendix E – Sample Background Screening
Report
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REPORT TO:

City Government
123 Main St.

City, OH 12345
Phone: (555) 555-5555

CONFIDENTIAL TO BE OPENED BY ADDRESSEE ONLY

JANE SAMPLE APPLICANT
111 SAMPLE ROAD
CITY, OH 12345
July 14, 2025
Hello JANE SAMPLE APPLICANT,
CONSUMER REPORT PROVIDED BY:

Command Investigations LLC
1540 International Parkway
Suite 3070
Lake Mary, FL 32746
Phone: 800-217-2464
http://www.simplified-screening.com
Attached is a copy of your consumer report as you requested. Also attached is a summary of your rights as a consumer.

Command Investigations LLC was contracted by City Government to compile a consumer report in connection with your application. If you have questions, require an explanation, or feel that your report is incomplete or inaccurate and you wish to dispute any information in the report, you may contact us.

The consumer-reporting agency plays no part in the decision to take any action on your application request, and is unable to provide you with specific reasons for any action taken.

To dispute inaccurate information on your consumer report by mail, please include the following information:

Your full name: first, middle, and last; including any applicable suffixes (Jr., Sr., III, etc.) Your complete mailing address
Your date of birth
Your social security number (this is necessary to access your credit report) The name and account number of the creditor and item in question The specific reason for the dispute with the item (include any relevant documentation) Your authorizing signature
To speed up the process, Command Investigations LLC recommends obtaining documentation directly from the creditor (the bank, department store, or other lender) to include in any dispute made directly to a consumer reporting agency. Creditors are required by law to update the three national credit bureaus with any corrective action taken.

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A Summary of Your Rights Under the Fair Credit Reporting Act The federal Fair Credit Reporting Act (FCRA) promotes the accuracy, fairness, and privacy of information in the files of consumer reporting agencies. There are many types of consumer reporting agencies, including credit bureaus and specialty agencies (such as agencies that sell information about check writing histories, medical records, and rental history records). Here is a summary of your major rights under the FCRA. For more information, including information about additional rights, go to www.consumerfinance.gov/learnmore or write to: Consumer Financial Protection Bureau, 1700 G Street NW, Washington, DC 20552.

You must be told if information in your file has been used against you. Anyone who uses a credit report or another type of consumer report to deny your application for credit, insurance, or employment - or to take another adverse action against you - must tell you, and must give you the name, address, and phone number of the agency that provided the information.

You have the right to know what is in your file. You may request and obtain all the information about you in the files of a consumer reporting agency (your "file disclosure"). You will be required to provide proper identification, which may include your Social Security number. In many cases, the disclosure will be free. You are entitled to a free file disclosure if:
a person has taken adverse action against you because of information in your credit report; you are the victim of identity theft and place a fraud alert in your file; your file contains inaccurate information as a result of fraud; you are on public assistance;
you are unemployed but expect to apply for employment within 60 days.

In addition, all consumers are entitled to one free disclosure every 12 months upon request from each nationwide credit bureau and from nationwide specialty consumer reporting agencies. See www.consumerfinance.gov/learnmore for additional information.

You have the right to ask for a credit score. Credit scores are numerical summaries of your credit-worthiness based on information from credit bureaus. You may request a credit score from consumer reporting agencies that create scores or distribute scores used in residential real property loans, but you will have to pay for it. In some mortgage transactions, you will receive credit score information for free from the mortgage lender.

You have the right to dispute incomplete or inaccurate information. If you identify information in your file that is incomplete or inaccurate, and report it to the consumer reporting agency, the agency must investigate unless your dispute is frivolous. See www.consumerfinance.gov/learnmore for an explanation of dispute procedures.

Consumer reporting agencies must correct or delete inaccurate, incomplete, or unverifiable information. Inaccurate, incomplete, or unverifiable information must be removed or corrected, usually within 30 days. However, a consumer reporting agency may continue to report information it has verified as accurate.

Consumer reporting agencies may not report outdated negative information. In most cases, a consumer reporting agency may not report negative information that is more than seven years old, or bankruptcies that are more than 10 years old.

Access to your file is limited. A consumer reporting agency may provide information about you only to people with a valid need -- usually to consider an application with a creditor, insurer, employer, landlord, or other business. The FCRA specifies those with a valid need for access.

You must give your consent for reports to be provided to employers. A consumer reporting agency may not give out information about you to your employer, or a potential employer, without your written consent given to the employer. Written consent generally is not required in the trucking industry. For more information, go to www.consumerfinance.gov/learnmore.

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You may limit "prescreened" offers of credit and insurance you get based on information in your credit report. Unsolicited "prescreened" offers for credit and insurance must include a tollfree phone number you can call if you choose to remove your name and address from the lists these offers are based on. You may opt out with the nationwide credit bureaus at 1-888-567-8688.

The following FCRA right applies with respect to nationwide consumer reporting agencies:

Consumers Have the Right To Obtain a Security Freeze
You have a right to place a "security freeze" on your credit report, which will prohibit a consumerreporting agency from releasing information in your credit report without your express authorization. The security freeze is designed to prevent credit, loans, and services from being approved in your name without your consent. However, you should be aware that using a security freeze to take control over who gets access to the personal and financial information in your credit report may delay, interfere with, or prohibit the timely approval of any subsequent request or application you make regarding a new loan, credit, mortgage, or any other account involving the extension of credit.

As an alternative to a security freeze, you have the right to place an initial or extended fraud alert on your credit file at no cost. An initial fraud alert is a 1-year alert that is placed on a consumer's credit file. Upon seeing a fraud alert display on a consumer's credit file, a business is required to take steps to verify the consumer's identity before extending new credit. If you are a victim of identity theft, you are entitled to an extended fraud alert, which is a fraud alert lasting 7 years.

A security freeze does not apply to a person or entity, or its affiliates, or collection agencies acting on behalf of the person or entity, with which you have an existing account that requests information in your credit report for the purposes of reviewing or collecting the account.

Reviewing the account includes activities related to account maintenance, monitoring, credit line increases, and account upgrades and enhancements.

You may seek damages from violators. If a consumer reporting agency, or, in some cases, a user of consumer reports or a furnisher of information to a consumer reporting agency violates the FCRA, you may be able to sue in state or federal court.

Identity theft victims and active duty military personnel have additional rights. For more information, visit www.consumerfinance.gov/learnmore.

States may enforce the FCRA, and many states have their own consumer reporting laws. In some cases, you may have more rights under state law. For more information, contact your state or local consumer protection agency or your state Attorney General. For information about your federal rights, contact:

TYPE OF BUSINESS: CONTACT:

1.a. Banks, savings associations, and credit unions with total assets of over $10 billion and their affiliates
b. Such affiliates that are not banks, savings associations, or credit unions also should list, in addition to the CFPB:

2. To the extent not included in item 1 above:
a. National banks, federal savings associations, and federal branches and federal agencies of foreign banks
b. State member banks, branches and agencies of foreign banks (other than federal branches, federal agencies, and Insured State Branches of Foreign Banks), commercial lending companies owned or controlled by foreign banks, and organizations operating under section 25 or 25A of the Federal Reserve Act.
c. Nonmember Insured Banks, Insured State Branches of Foreign Banks, and insured state savings associations
d. Federal Credit Unions
a. Consumer Financial Protection Bureau
1700 G Street NW
Washington, DC 20552
b. Federal Trade Commission
Consumer Response Center
600 Pennsylvania Avenue NW
Washington, DC 20580
(877) 382-4357
a. Office of the Comptroller of the Currency
Customer Assistance Group
P.O. Box 53570
Houston, TX 77052
b. Federal Reserve Consumer Help Center
P.O. Box. 1200
TOWN NAME, MN 55480
c. Division of Depositor and Consumer Protection
National Center for Consumer and Depositor Assistance
Federal Deposit Insurance Corporation
1100 Walnut Street, Box #11
Kansas City, MO 64106
Packet Page. 571
d. National Credit Union Administration
Office of Consumer Financial Protection
1775 Duke Street
Alexandria, VA 22314

3. Air carriers Assistant General Counsel for Office of Aviation Protection Department of Transportation
1200 New Jersey Avenue SE
Washington, DC 20590

4. Creditors Subject to the Surface Transportation Board Office of Public Assistance, Governmental Affairs, and Compliance Surface Transportation Board
395 E Street SW
Washington, DC 20423

5. Creditors Subject to the Packers and Stockyards Act, 1921 Nearest Packers and Stockyards Division Regional Office

6. Small Business Investment Companies Associate Administrator, Office of Capital Access United States Small Business Administration
409 Third Street SW, Suite 8200
Washington, DC 20416

7. Brokers and Dealers Securities and Exchange Commission 100 F Street NE
Washington, DC 20549

8. Institutions that are members of the Farm Credit System Farm Credit Administration 1501 Farm Credit Drive
McLean, VA 22102-5090

9. Retailers, Finance Companies, and All Other Creditors Not Listed Above Federal Trade Commission Consumer Response Center
600 Pennsylvania Avenue NW
Washington, DC 20580
(877) 382-4357
Packet Page. 572

FILE NUMBER XXXX
REPORT TO City Government
123 Main St.City,
OH 12345
Phone: (555) 555-5555
Fax: -
Background Screening Report
Command Investigations LLC
1540 International Parkway
Suite 3070
Lake Mary, FL 32746
Phone: 800-217-2464
REPORT DATE 07-14-2025
ORDER DATE 07-07-2025 Agency Representative
TYPE City Government Standard - Ohio and
Federal plus MVR
The following statement is in 12 point bold font.

Pursuant to California Civil Code 1786.29 the following disclaimer is made. The accuracy or truthfulness of this report cannot be guaranteed as to the subject of the investigation, only that it was accurately copied from public records. Information generated as a result of identity theft, including evidence of criminal activity, may be inaccurately associated with the subject of this report. The Subject of this report may review all files in relation to this report, maintained by Command Investigations LLC with a proper request and identification. Command Investigations LLC may charge a fee of no more than $8 for making such disclosures, except that Command Investigations LLC will not charge a fee if you (1) certify that you are unemployed and state your intention to apply for a job within 60 days of the certification, (2) are a recipient of public welfare assistance, or (3) have reason to believe that the file of Command Investigations LLC on you contains inaccurate information due to fraud.

De acuerdo al Código Civil 1786.29, la siguiente renuncia a responsabilidades es hecha. La exactitud o apego a la verdad de este informe, no puede ser garantizado como el sujeto de la investigación, solo que éste fue copiado con exactitud de los archivos públicos. La información generada como resultados de robo de identidad, incluyendo evidencia de actividad criminal, puede ser asociada de manera inexacta con el sujeto de este informe. El sujeto de este informe, puede revisar todos los archivos relacionados con este informe, custodiados por Command Investigations LLC con una requisición adecuada e identificación. Command Investigations LLC puede hacer el cargo por no más de $8 dólares Americanos por mostrar dichos archivos, excepto que Command Investigations LLC no cobrará una cuota si tu (1) certificas que eres desempleado y demuestras tus intenciones de solicitar trabajo dentro de 60 días de la certificación, (2) eres acreedor a ayuda pública "welfare", o (3) tienes razón para creer que Command Investigations LLC el informe sobre ti contiene información inexacta como resultado de fraude.

Disclaimer
Packet Page. 573
Investigative
APPLICANT APPLICANT, JANE SAMPLE DOB XXXXXX-XX
E-MAIL [email protected]
ADDRESS(ES) 111 SAMPLE ROAD CITY / STATE / ZIP CITY, OH 12345 MOVE-IN DATE
12-05-2024 MOVEOUT DATE
111 TREE ST TOWN NAME, MN
11111
03-10-2020 12-04-2024
111 SAMPLE ROAD CITY, OH 12345 05-20-2019 03-10-2020
222 MAIN ST
333
STATE
ST

CAPITAL CITY, VA
22222

CAPITAL CITY, VA
22222
08-10-2018 05-19-2019
08-10-2017 04-29-2018
RESULTS No Reportable Records Found
SSN SEARCHED XXX-XX-XXXX SEARCH DATE 07-14-2025 8:17 AM MDT WARNING: This search may not be used as the basis for an adverse action on an applicant. It should only be used to verify or correct an applicant's information, or as a tool to further research of public records or other verifications.

JURISDICTION MN-HENNEPIN
07-14-2025 8:17 AM MDT
7 Years

JURISDICTION NM-TAOS
07-14-2025 8:17 AM MDT
7 Years

JURISDICTION OH-CUYAHOGA
07-14-2025 8:17 AM MDT
7 Years

JURISDICTION VA-ALBEMARLE
07-14-2025 8:17 AM MDT
7 Years
Application Information
Identity Development
Person Search
County Criminal Records Search
RESULTS No Reportable Records Found

NAME SEARCHED APPLICANT, JANE SAMPLE SEARCH DATE

DOB SEARCHED XX-XX-XXXX SEARCH SCOPE
RESULTS No Reportable Records Found

NAME SEARCHED APPLICANT, JANE SAMPLE SEARCH DATE

DOB SEARCHED XX-XX-XXXX SEARCH SCOPE
RESULTS No Reportable Records Found

NAME SEARCHED APPLICANT, JANE SAMPLE SEARCH DATE

DOB SEARCHED XX-XX-XXXX SEARCH SCOPE
RESULTS No Reportable Records Found

NAME SEARCHED APPLICANT, JANE SAMPLE SEARCH DATE

DOB SEARCHED XX-XX-XXXX SEARCH SCOPE
Packet Page. 574
Federal Criminal Records Search
National Criminal Database Search
Credentials

JURISDICTION VA-CAPITAL CITY
07-14-2025 8:17 AM MDT
7 Years
CAUTION: Based on the information provided Command Investigations LLC searched for public records in the sources referenced herein for criminal history information as permitted by federal and state law. 'No Reportable Records Found' means that our researchers could not locate a record that matched at least two personal identifiers (i.e., Name, SSN, Date of Birth, Address) for the subject in that jurisdiction. Further investigation into additional jurisdictions, or utilization of additional identifying information, may be warranted. Please call for assistance.

JURISDICTION NATIONWIDE
07-14-2025 8:17 AM MDT
7 Years
CAUTION: Based on the information provided Command Investigations LLC searched for public records in the sources referenced herein for criminal history information as permitted by federal and state law. 'No Reportable Records Found' means that our researchers could not locate a record that matched at least two personal identifiers (i.e., Name, SSN, Date of Birth, Address) for the subject in that jurisdiction. Further investigation into additional jurisdictions, or utilization of additional identifying information, may be warranted. Please call for assistance.

RESULTS No Reportable Records Found
NAME SEARCHED APPLICANT, JANE SAMPLE SEARCH DATE 07-14-2025 8:17 AM MDT

DOB SEARCHED XX-XX-XXXX SEARCH SCOPE

JURISDICTION NATIONWIDE

JURISDICTION(S) SEARCHED
The search you have selected is a search of our criminal database(s) and may not represent 100% coverage of all criminal records in all jurisdictions and/or sources. Coverage details available upon request.

CAUTION: Based on the information provided Command Investigations LLC searched for public records in the sources referenced herein for criminal history information as permitted by federal and state law. 'No Reportable Records Found' means that our researchers could not locate a record that matched at least two personal identifiers (i.e., Name, SSN, Date of Birth, Address) for the subject in that jurisdiction. Further investigation into additional jurisdictions, or utilization of additional identifying information, may be warranted. Please call for assistance.

RESULTS License Found
STATE OF ISSUE Ohio SEARCH DATE 07-14-2025 8:17 AM MDT

LICENSE NUMBER XXXXXX
License Number:

License State:

History Length:

Full Name:

XXXXXX
OHIO
3Y

APPLICANT, JANE SAMPLE
License Info
RESULTS No Reportable Records Found

NAME SEARCHED APPLICANT, JANE SAMPLE SEARCH DATE

DOB SEARCHED XX-XX-XXXX SEARCH SCOPE
RESULTS No Reportable Records Found

NAME SEARCHED APPLICANT, JANE SAMPLE SEARCH DATE

DOB SEARCHED XX-XX-XXXX SEARCH SCOPE
Packet Page. 575
Disclaimer
*** End Of Report ***
Status:

License Type:

Class:

Class Description:

Expiration Date:

Issue Date:

Restriction:

Messages
VALID

PERSONAL
D

OPERATOR
2025-XXXX
2022-04-28

CORRECTIVE LENSES
WARNING: Confidential Information - To Be Used As Per State And Federal Laws. Misuse May Result In A Criminal Prosecution.

This report is furnished to you pursuant to the Agreement for Service between the parties and in compliance with the Fair Credit Reporting Act. This report is furnished based upon your certification that you have a permissible purpose to obtain the report. The information contained herein was obtained in good faith from sources deemed reliable, but the completeness or accuracy is not guaranteed.

Vendor Message: OR LEGISLATIVE ACTION OF THE ISSUING JURISDICTION RELATED TO COVID-19.

Vendor Message: PLEASE CONSULT WITH THE JURISDICTION FOR FURTHER DETAILS.

Packet Page. 576
Proposal Response to RFP F-26-1055 – Pre-Employment
Background Screening Services City of San Bernardino
Exhibit A – Scope Acknowledgment
Packet Page. 577

Page 18 of 41 ends

EXHIBIT A

PROPOSED SCOPE OF SERVICES/SCHEDULE OF CHARGES
The City of San Bernardino is requesting proposals for (Pre-employment Background Services).

The vendor will furnish all materials, permits, supervision, and incidentals as necessary to perform and complete the requested services. The City is seeking proposals for professional services from a qualified firm in supporting their pre-employment screening services. Please review the following line items below:

1. The City of San Bernardino is currently accepting submission of proposals from firms with the expertise and experience to provide Pre-Employment Background Services for prospective City employees and volunteers. The ideal respondent will provide Social Security number validation, name and address trace, criminal history check, Sex Offender Registry check and more. Proposers must be fully bonded and Fair Credit Reporting Act (FCRA) certified, including each appropriate employee and subcontractor. Due to the full scope of this background screening, respondent must describe in detail how they propose to schedule, screen, and provide reports as well as provide sample reporting.

2. The City desires to contract with one primary Service Provider with the ability to offer quality and timely background screening services. The following services may be required for prospective employees or volunteers:

I. Online services: Service Provider shall offer the option to permit the prospective employee or volunteer to enter their information into the provider’s system online – related to the Fair Credit Reporting Act (FCRA) and background check forms.

II. Background screening services for each prospective employee and volunteer may include any or all of the following:

Regular Basis:
a. Social Security Number (SSN), verification and validation. b. Name and Address Trace.
c. Date of Birth
d. Criminal Records, check for seven (7) years including appropriate County, State, and Federal bureaus.
e. Current Residence and previous Residences for up to seven (7) years prior. f. Driving Record, lifetime for criminal history and convictions, including out of state. g. Driving Record, for moving violations, up to seven (7) years history. h. Motor Vehicle License(s), validity of currently held. i. Risk Management, scan for inconsistencies in candidates’ history to help identify potential fraudulent or misrepresented information.

Packet Page. 578

Page 19 of 41 ends

Mayor and City CouncilOctober 7, 2026

Mayor and City Council
October 7, 2026