San Dimas City Council
February 11, 2025

CITY COUNCIL AND SUCCESSOR AGENCY

MEETING AGENDA
TUESDAY FEBRUARY 11, 2025 7:00 PM

SAN DIMAS COUNCIL CHAMBER
245 EAST BONITA AVENUE
A public agenda packet is available for review on the City’s website www.sandimasca.gov or by contacting the City Clerk’s Office at [email protected].

Members of the public may observe the City Council meeting live on the City of San Dimas website at www.sandimasca.gov or on KWST Channel 3. To view from the website, select the Watch City Council Meetings blue button from the home page. 7:00 PM

CITY COUNCIL
Mayor Emmett Badar, Mayor Pro Tem Eric Nakano, Councilmember Rachel Bratakos, Councilmember Ryan A. Vienna, Councilmember Eric Weber

CALL TO ORDER AND FLAG SALUTE

ORAL COMMUNICATIONS
(Members of the audience are invited to address the City Council on any item on this agenda or not on this agenda. Public comment will not be taken during each individual agenda item, except for public hearing items. Comments on public hearing items will be heard when that item is scheduled for discussion. Under the provisions of the Brown Act, the legislative body is prohibited from engaging in discussion on any item not appearing on the posted agenda.

However, your concerns may be referred to staff or set for discussion at a later date. Each speaker will be limited to speaking once for up to (3) three minutes.)

CONSENT CALENDAR
(All items on the Consent Calendar are considered to be routine and will be enacted by one motion unless a member of the City Council requests separate discussion.) CC1. Resolution Recognizing Black Heritage Month
CC2. Adopt Resolution 2025-06, A Resolution of the City Council of the City of San Dimas, Approving Certain Demands for the Prepaid Warrant Register of January 31, 2025 in the amount of $339,433.21 and the Warrant Register of February 14, 2025 in the amount of $412,464.22
CC3. Approve Minutes of the January 28, 2025, Study Session Meeting and January 28,

City Council Agenda
For the Meeting of February 11, 2025 Page 2
2025, City Council Meeting
CC4. Deny Claim Corcoran v City of San Dimas CJP 3053186 LSV CC5. Deny Claim Smith v. City of San Dimas CJP 3047896 TV CC6. Approve a Two-Year Contract in the Amount of $12,540 with Equestrian Consultant Lori Hall-McNary to Conduct Quarterly Inspections of the San Dimas Equestrian Center, Approve a Budget Appropriation of $15,000 to Account # 001.4190.020.008 and authorize the City Manager or his designee to execute.

G.C. § 84308: No
CC7. Approve a 24-month Time Extension for the Approval of Tentative Tract Map 82422 (TTM 19-01) a Subdivision of One (1) Parcel with a Total Lot Area of 1.60 Acres into Six (6) Residential Parcels at 649 W. Gladstone Street (APN: 8392-020- 001).

G.C. § 84308: Yes
CC8. Adopt Ordinance 1321, Approving Municipal Code Text Amendment 24-01, A request to amend Title 18- Chapter 18.38 Accessory Dwelling Units and Chapter

18.170 Electric Vehicle Charging Stations to comply with State Law updates CC9. Adopt Resolution 2025- 07, Authorizing the City Engineer to Proceed with the Preparations of Annual Reports for the Annual Levy of Assessment for Boulevard Open Space Maintenance District
CC10. Adopt Resolution 2025-08, Authorizing the City Engineer to Proceed with the Preparations of Annual Reports for the Annual Levy of Assessment for Northwoods Open Space Maintenance District
CC11. Approve Resolution 2025-09, Approving the First Amendment to the Memorandum of Understanding between the City and Teamsters Local 848 and authorize the City Manager to execute.

CC12. Approve an Agreement with HF&H Consultants, LLC in an Amount Not-toExceed $80,000 to Negotiate a Three-year Extension to Existing Waste Management Franchise Agreement for Solid Waste Services and Authorize the City Manager or his Designee to Execute the Agreement.

G.C. § 84308: Yes

END OF CONSENT CALENDAR
RECOMMENDATION: Approve consent calendar with recommendations as presented in staff reports.

OTHER BUSINESS

City Council Agenda
For the Meeting of February 11, 2025 Page 3
OB1. Report on the City’s Cybersecurity Posture
RECOMMENDATION:

City staff recommends the City Council:
• Receive and File the Staff Report
• Provide Further Direction and Discussion

ORAL COMMUNICATIONS
(Members of the Audience (Speakers are limited to (3) minutes or as may be determined by the Chair.)

CITY REPORTS
CR1. City Manager
CR2. City Attorney
CR3. Members of the City Council
• Councilmembers’ Report on Meetings Attended at the Expense of the Local Agency (Pursuant to AB 1234 – G.C. §53232.3(d)
• City Council Requests for Future Items, Comments and Updates

CLOSED SESSION - CITY COUNCIL AND SUCCESSOR AGENCY

1. CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Property: 121 N San Dimas Avenue (APN: 8387-011-904)
Agency/City Negotiators: Brad McKinney, Executive Director/City Manager; Travis Sais, Assistant City Manager; Scott Wasserman, Parks and Recreation Director, Jeff Malawy, City/Agency Attorney
Negotiating Parties: Kathy Carrano; Anthony Carrano; City of San Dimas as Successor Agency to the former San Dimas Redevelopment Agency; City of San Dimas
Under Negotiation: Price and Terms of Payment

ADJOURNMENT

City Council Agenda
For the Meeting of February 11, 2025 Page 4
Notice Regarding Americans with Disabilities Act: In compliance with the ADA, if you need assistance to participate in a city meeting, please contact the City Clerk's Office at (909) 394-6216. Early notification before the meeting you wish to attend will make it possible for the City to make reasonable arrangements to ensure accessibility to this meeting [28 CFR 35.102-35.104 ADA Title II].

Copies of documents distributed for the meeting are available in alternative formats upon request. Any writings or documents provided to the City Council regarding any item on this agenda will be made available for public review Monday through Thursday 7:30 a.m. to 5:30 p.m. and on Fridays from 7:30 a.m. to 4:30 p.m. at the Administration Department and San Dimas Library. In addition, most documents are posted on the City's website at www.sandimasca.gov.

Posting Statement: I declare under penalty of perjury that on February 6, 2025, I posted a true and correct copy of this agenda on the bulletin board in the Civic Center Plaza of City Hall at 245 E. Bonita Ave., and on the City's website www.sandimasca.gov/agendas-minutes/as required by law.

Debra Black February 6, 2025
Debra Black, City Clerk

Black History Month
HEREAS, Black History Month is an annual celebration of achievements by black Americans and a time for recognizing the central role of African Americans in US history; and
HEREAS, this observance affords a special opportunity to become more knowledgeable about black heritage, and to honor the many black leaders who have contributed to the progress of our community, state, and nation; and
HEREAS, such knowledge can strengthen the understanding by all citizens regarding the issues of human rights, the great strides that have been made in the crusade to eliminate barriers to equality for minority groups, and the continuing struggle against racial discrimination and poverty; and HEREAS, February has been designated National Black History Month, and the City of San Dimas calls upon all residents as well as others to observe and commemorate Black History month and to rededicate themselves to creating a world where the rights and the contributions of all would be respected, acknowledged and celebrated.

OW THEREFORE, I Mayor Emmett Badar, Mayor Pro Tem Eric Nakano, Councilmembers Rachel Bratakos, Ryan A. Vienna and Eric Weber do hereby proclaim February 2025 as National Black History Month.

N WITNESS THEREOF, I, Mayor Emmett Badar, have hereunto set my hand and caused the seal of the City of San Dimas to be affixed this 11th day of February 2025.
___________________________________
Mayor
Attest: ____________________________________
City Clerk
W
W
W
W
N
I

RESOLUTION 2025-06

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN DIMAS, CALIFORNIA, APPROVING CERTAIN DEMANDS FOR JANUARY 31, 2025 AND FEBRUARY 14, 2025
WHEREAS, the following listed demands have been audited by the Director of Administrative Services; and
WHEREAS, the Director of Administration Services has certified as to the availability of funds for payment thereto; and
WHEREAS, the register of audited demands has been submitted to the City Council for approval.

NOW, THEREFORE, BE IT FURTHER RESOLVED that the City Council of the City of San Dimas does hereby approve the Prepaid Warrant Register of January 31, 2025 in the amount of $399,433.21 and Warrant Register of February 14, 2025 in the amount of $412,464.22.

PASSED, APPROVED AND ADOPTED this 11th, day of February, 2025. _____________________________
Emmett G. Badar, Mayor
ATTEST:
_________________________________
Debra Black, City Clerk
I, Debra Black, City Clerk, hereby certify that Resolution 2025-06 was approved by vote of the City Council of the City of San Dimas at its regular meeting of February 11th, 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Debra Black, City Clerk

CITY COUNCIL MEETING

ACTION MINUTES
JANUARY 28, 2025 6:00 PM

STUDY SESSION
Council Members Present: Mayor Emmett Badar, Mayor Pro Tem Eric Nakano, Councilmember Rachel Bratakos, Councilmember Ryan A. Vienna, Councilmember Eric Weber Staff: City Manager Brad McKinney, Director of Public Works Shari Garwick, City Attorney Jeff Malawy, City Clerk Debra Black, Senior Management Analyst Lauren Marshall Call to Order: 6:02 PM

CONSENT ITEMS COMMENTS/RECOMMENDATIONS

1. Evaluation of Solid Waste Services –
Direction Regarding Negotiating a
Potential Extension of Solid Waste
Services Agreement with Waste
Management or Issuance of a Request for
Proposals for Solid Waste Services
MOTION: Motion/seconded by
Councilmember Bratakos/Councilmember
Vienna to approve a three-year extension to
the Amended and Restated Agreement for
Solid Waste Management Service with the
terms identified in Option 3 of the staff report.

The motion carried 4-0.

Yes: Badar, Bratakos, Nakano, Vienna
No: None

Absent: Weber
Abstain: None
Adjourned: 6:45 PM
I, Debra Black, City Clerk attest that these draft minutes are accurate and reflective of the actions taken by the City Council.
________________________________
Debra Black, City Clerk

CITY COUNCIL MEETING

ACTION MINUTES
JANUARY 28, 2025 7:00 PM

REGULAR MEETING
Council Members Present: Mayor Emmett Badar, Mayor Pro Tem Eric Nakano, Councilmember Rachel Bratakos, Councilmember Ryan A. Vienna, Councilmember Eric Weber Staff: City Manager Brad McKinney, Director of Public Works Shari Garwick, Director of Administrative Services Michael O’Brien, Director of Parks and Recreation Scott Wasserman, City Attorney Jeff Malawy, City Clerk Debra Black, Planning Manager Marco Espinoza, Assistant Planner Taylor Galindo
Call to Order: 7:02 PM

CONSENT ITEMS COMMENTS/RECOMMENDATIONS

1. Adopt Resolution 2025-04, A Resolution
of the City Council of the City of San
Dimas, Approving Certain Demands for
the Warrant Register of January 30, 2025
in the amount of $1,326,097.74.

2. Approve Minutes of the January 14,
2025, City Council Meeting.

3. Receive and File the December 2024
Investment Report

4. Approve Resolution 2025-05, Annual
Update of Parking Prohibitions on
Certain City Streets
MOTION: Motion/seconded by
Councilmember Vienna/Councilmember
Bratakos to approve the consent calendar.

The motion carried 5-0.

Yes: Badar, Bratakos, Nakano, Vienna,
Weber
No: None

Absent: None
Abstain: None

OTHER BUSINESS ITEMS COMMENTS/RECOMMENDATIONS

1. Discussion of Cost to Convert a Tennis
Court into Four Pickle Ball Courts.

MOTION: Motion/seconded by
Councilmember Vienna/Councilmember
Weber to:
• Allocate $49,500 for pickleball court at
Lone Hill.
• Direct staff to conduct community
outreach within 500 ft.
• Bring the item back if staff receives a
substantial amount of negative input
from the community.
• Withhold purchase of the acoustic
paneling for one-year.

Motion carried 5-0.

Approve Minutes of the January 28, 2025, Study Session Meeting and January 28, 2025, City Council Meeting Page 3
For the Meeting of February 11, 2025
Yes: Badar, Bratakos, Nakano, Vienna,
Weber
No: None

Absent: None
Abstain: None

PUBLIC HEARING ITEMS COMMENTS/RECOMMENDATIONS

1. Discussion and Consideration of Municipal
Code Text Amendment 24-01, an
Amendment to Title 18-Chapter 18.38
Accessory Dwelling Units and Chapter

18.170 Electronic Vehicle Charging
Stations to Comply with State Law
Updates.

Speaker #1 Resident Doran Barnes spoke in
favor of the amendment.

MOTION: Motion/seconded by
Councilmember Weber/Councilmember
Vienna to introduce Ordinance 1321. Motion
carried 5-0.

Yes: Badar, Bratakos, Nakano, Vienna,
Weber
No: None

Absent: None
Abstain: None

STAFF AND CITY COUNCIL REPORTS COMMENTS/RECOMMENDATIONS a. City Manager None
b. City Attorney None
c. Members of the City Council
Reports on Meetings Attended AB 1234
(G.C. §53232.3(d))
None

CITY COUNCIL REQUESTS FOR

FUTURE ITEMS

COMMENTS/RECOMMENDATIONS
Request by Councilmember Bratakos
supported by Mayor Badar to bring back
Ordinance 1317, standards for shopping cart
management and retrieval for Council
discussion.

Request by Councilmember Vienna
supported by Councilmember Weber for staff
presentation on current and future
Information Technology security.

Adjourned: 7:52 PM
I, Debra Black, City Clerk attest that these draft minutes are accurate and reflective of the actions taken by the City Council.
________________________________
Debra Black, City Clerk

PO Box 2411, Tustin, CA 92781
T: 657-622-4200 | F: 866-254-4423 | www.carlwarren.com
CA License #2607296
January 16, 2025
TO: City of San Dimas
ATTENTION: Brad McKinney
RE: Claim : Corcoran vs. San Dimas
Claimant : Travis Corcoran
Member : City of San Dimas
Date Rec’d by Mbr : 1/15/25
Date of Event : 7/15/24
CW File Number : CJP-3053186 LSV
Please allow this correspondence to acknowledge receipt of the captioned claim. Please take the following action:
• CLAIM REJECTION: Send a standard rejection letter to the claimant.

Please include a Proof of Mailing with your rejection notice to the claimant. An exemplar copy of a Proof of Mailing is attached. Please provide us with a copy of the Notice of Rejection and copy of the Proof of Mailing. If you have any questions feel free to contact the assigned adjuster or the undersigned claims specialist.

Very Truly Yours,
CARL WARREN & CO.

Timothy M. Varon
Timothy M. Varon
Claims Supervisor

nh
SAN
DIMAS
1960

CLAIM AGAINST THE CITY OF SAN DIMAS
For damages to Persons or Personal Property)
Received by via US MAIL Inter -Office Mail Over the Counter A claim must be filed with the City Clerk of the City of San Dimas within six (6) months after which the incident or event occurred. Be sure your claim is against the City of San Dimas, not another public entity. Where space is insufficient, please use additional paper and identify information by paragraph number. Completed claims must be mailed or delivered to the City Clerk, the City of San Dimas, 245 E. Bonita Avenue, San Dimas, CA 91773- 3002

TO THE HONORABLE MAYOR & CITY COUNCIL, THE CITY OF SAN DIMAS, CALIFORNIA The undersigned respectfully submits the following claim and information relative to damage to persona and/ or personal property:

1. Name of ClaimantTravis Corcoran
a. Address of Claimant4349
b. Telephone Number ( c. Date of
d. Social Security No. e. Driver' s

2. Name, telephone and post office address to which claimant desires notices to be sent If other than above: HAMILTON LAW, Ltd.

3. Occurrence or event from which the claim arises:
a. DateJuly 15, 2024 b. Time10: 30 a. m./ p. m.
c. Place ( exact & specific location) Corner of Eucla and Bonita, San Dimas. South East COrner d. How and under what circumstances did damage or injury occur? Specify the particular occurrence, event, act or omission you claim caused the injury or damage Use additional paper if necessary) Please see additional information, Item 3. d. e. What particular action by the City, or its employees, caused the alleged damage or injury? Negligent installation and maintenance of the fire hydrant and failure to ensure compliance with visibility and accessibility standards.
1 of 58 Page 37 – 196

4. Give a description of the injury, property damage or loss, so far as is known at the time of this claim. If there were no injuries, state " no injuries".

Please see additional information, Item 4.

5. Give the name( s) of the City employee( s) causing the damage or injury:

Unknown City of San Dimas personnel responsible for installing and maintaining the fire hydrant and ensuring compliance with visibility and accessibility standards.

6. Name and address of any other person injured:

NIA

7. Name and address of the owner of any damaged property:

City of San Dimas

8. Damages claims:
a. Amount claimed as of this date:
b. Estimated amount of future costs
c. Total amount claimed:
3, 400, 000
50, 000- 150, 000
3,500, 000
d. Basis for computation of amounts claimed ( attach copies of all bills, invoices, estimates, etc.)

9. Names and addresses of all witnesses, hospitals, doctors, etc. a, Gabriel Esternera, MD, Admitting Physician, Pomona Valley Hospital, b.
c.
d.

10. Any. additign l i f rmation t a might be helpful in considering this claim:
tee
WARNING: IT IS A CRIMINAL OFFENSE TO FILE A FALSE CLAIM! ( Penal Code 72; Insurance Code § S56. 1)
I have read the matters and statements made in the above claim and I know the same to be true of my own knowledge, except as to those matters stated upon information or belief as to such matters I believe the same to be true. I certify under penalty of perjury that the foregoing is TRUE AND CORRECT.

Signed this day of January , 2025. atSan D' as, California lalmant' s signature
2of58 Page 38 – 196
2 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
Matthew Hamilton, CSBN# 284183
HAMILTON LAW, Ltd.
1439 North Highland Avenue, Suite 336
Hollywood, CA 90028
Phone: ( 213) 932- 0822
Fax Number: ( 213) 933- 4584
Email: Matthew@HAMILTONLAWLtd. com
Attorney for TRAVIS CORCORAN, Claimant
ADDITIONAL INFORMATION FOR ITEMS 3.D., 4., and 8.

3. d. Description of Events.

On the evening of July 15, 2024, at approximately 10: 30 PM, Claimant Travis Corcoran was riding his bicycle traveling west along Bonita Avenue toward Eucla Avenue in San Dimas, California.

With an unknown driver speeding fast from behind him, Claimant attempted to move out of lane to avoid potentially being hit by the speeding vehicle. Unfortunately, Claimant encountered 4 pedestrians walking in the parking lanes, obstructing his only available path on the road. To avoid a collision, Claimant veered onto a driveway leading to the sidewalk.

Once on the sidewalk, Claimant collided with a fire hydrant that was positioned in the middle of the sidewalk, with approximately 38. 5" clearance on the north side. As you can see in Exhibit 1, the hydrant is turned towards the commercial property with a 2. 5" fire hydrant arm capped by a cap and a lug. This extension from the side of the hydrant facing the commercial property extends approximately 6" past the base, reducing the hydrant' s clearance by those 6", resulting in only 32. 5" of clearance. The hydrant was in violation of local accessibility standards and was not equipped with reflective paint, lighting, or markers to ensure visibility, especially in the dark, unlit conditions present at the time ofthe accident. Additionally, the adjacent street lacked blue reflective markers commonly used to indicate hydrant locations.

As a result, Claimant collided with the hydrant, causing severe injuries, including:

A. Compound fractures in two places and a total of five fractures of the femur, requiring surgery involving locking screws and a nail.

B. A broken sternum.

ADDITIONAL INFOIW4gTON, PER ITEM 3.Page 39 – 196 D., 4., AND 8

1. 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
C. Physical pain, emotional distress, and trauma resulting from the collision and subsequent hospitalization.

Claimant was hospitalized for four days at Pomona Valley Hospital and underwent extensive treatment and rehabilitation.

Claimant is disabled due to blindness in his right eye from a prior ophthalmological procedure, malting him particularly vulnerable to hazards such as the improperly placed and poorly visible hydrant. The City of San Dimas failed to ensure compliance with accessibility standards, creating an impassable barrier for Claimant and others similarly situated.

Within one week of the accident, the City reinstalled hydrants at the intersection with greater clearance ( by installing the hydrant a mere 16. 5" from the curb, as opposed to 29" on the previous hydrant) and applied reflective materials, implicitly acknowledging the hazardous condition.

Further, though the Sheriff' s Department arrived and appeared to take notes and statements, no report was produced despite the obvious safety hazard that caused the accident. In fact, instead of gathering facts and malting sure there was spatial clearance for medical personnel, Sherrfs were attempting to rifle through. Claimant' s backpack, as if they had probable cause to conduct a search.

4. Claimant suffered:

Physical Injuries:
c Compound fractures in two places, five total fractures in the femur, and a broken sternum.
c Permanent scarring and physical limitations from surgeries involving screws and a nail in the femur.

Emotional Distress: Trauma and mental anguish resulting from the accident and delayed recovery process.

Financial Losses:
2-
ADDITIONAL INFOI#WION, PER ITEM 3.Page 40 – 196 D., 4., AND 8 1 2
3 4
5 6
7 8
9 10
11 12
13 14
15 16
17 18
19 20
21 22
23 24
25 26
27 28
o Medical expenses for emergency transport, surgery, hospitalization, and rehabilitation.
o Lost wages due to inability to work during recovery and diminished earning capacity due to permanent physical limitations.

Out- of-pocket expenses, including follow- up care, transportation, and assistive devices.

8. Amount Claimed
Medical Expenses: $ 201, 832. 21 Hospital Stay ( See Exhibit 8 — PVH Medical Billing) $ Approximately $ 300, 0004500, 000 ( estimated, subject to proof).

Lost Wages and Earning Capacity: Approximately $ 122, 00-$ 183, 000 ( estimated).

General Damages for Pain and Suffering: Approximately $ 3, 000, 000 ( subject to jury determination).

Total Amount Claimed: In excess of $3, 500,000.

As the total claim exceeds $ 35, 000, the matter is not a limited civil case.

3. ADDITIONAL INFORAWION, PER ITEM 3.D., 4., AND 8 Page 41 – 196 EXHIBIT 1 - OLD HYDRANT

Popp
r

EXHIBIT 2 - NEW HYDRANT - 16. 5"

FROM CURB,
8 of 58

EXHIBIT 3 - WIDTH OF SIDEWALK IS

5. 5 FEET
10 of 58

EXHIBIT - MEDICAL. RECORDS OF INTIAL. EMERGENCY ROOM AND TRAUMA PATIENT VISIT ENDING 7. 18. 24
12 of 58 Page 48 – 196
4hics
jFW. Pomona Valley Hospital Medical Center
tirn. otcnt. c: u; N1r•.e
1798NGarayAve
Expert core with a persona! touch Pomona, CA 91767- 2918 Patient: Corcoran, Travis
MRN:

Disch Date:

DOB/ Age/ Gender: Male Admitting: Estremers MD, Gabriel Medical Service: Trauma Attending: Estremera MD, Gabriel Discharge/ Transfer Documentation_
Document Type:

Result Status:

Sign Information:

Corcoran, Travis
Your Care Team
Admitting Physician -
Estremera MD, Gabriel
Attending Physician -
Estremera MD, Gabriel
Consulting Physician -
Estremera MD, Gabriel
Mayer MD, Ryan Rudolf
Primary Care Physician -
Physician MD, Unassigned
Your Hemoglobin Aic
Hgb A1c: 5.3 % ( 07/ 16/ 24)
Your Diagnosis
Open femur fracture, left
Motorcycle accident
Tetanus diphtheria ( Td) vaccination
Leg injury - Major
acetaminophen ( Tylenol)
aspirin ( aspirin 81 mg oral delayed release tablet)
cyclabenzaprine (cyciobenzaprine 5 mg oral tablet)
divalproex sodium.( divalproex sodium 250 mg oral tablet, extended release)
Report Request ID;
Discharge Instructions
Auth ( Verified)
Zorrilla, RN, Alicia ( 7/ 18/ 2024 12: 34 PDT)
DOB:

Visit Date: 07/ 15/ 2024

13 of 58 Page 49 – 196
Pomona Valley Hospital Medical Center
1798 N Garey Ave
Pomona, CA 91767- 2918
Patient: Corcoran, Travis
MRN:

Mate Admitting: Estremera MD, Gabriel
Medical Service: Trauma Attending: Estremera MD, Gabriet Discharge/ Transfer Documentation
gabapentin ( gabapentin 100 mg oral capsule)
IevETI RAceta m
lidocaine topical ( lidocaine 4% topical Film)
oxyCODONE ( oxyCODONE 5 mg oral tablet)
tamsulosin ( Flomax 0.4 mg oral capsule)
Instructions From Your Doctor
Met ,/ActivityIWound Care
Discharge Activity Restrictions
follow ortho restrictions
Anticipated Discharge Disposition
go to ER for any chest pain, sob, nvd, dizziness, weakness, fever, chills, wound redness or swelling or drainage Discharge
Surgical Incision Instructions keep
wound clean and dry, Uwe fb ) hVtktr Wt" nu WWI Follow
Up Appointments Follow
B,
Up with Hayes MD, Christopher
Surgery, Orthopedic, Trauma
and Surgical Critical Care When
Within 1 mont tI(
V n,) my aw, wnb wu Follow
Up with Physician MD, Unassigned When
Within 1 month Report
Request ID 108315530
Where: 160 E. Artesia Street, S7E 255 Pomona,
GA 91757- r
V
Where.
1798 N. Garey Ave. Pomona
91767- ft IJ I e"",
V, . Page
2 of 16 Print Date' Time: 7/ 1812024 12:35 PDT 14
of 58 Page 50 – 196
Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona, CA 91767- 2918
Patient: Corcoran, Travis
MRN:

Male
Medical Service: Trauma
Disc
Admit Date: 7/ 15/ 2024
Disch Date:

Admitting: Estremera MD, Gabrlel
Attending: Estremera MD, Gabriel
Post -Discharge Services Information/ Contacts
CM Final Discharge Plan
Discharge To/ Transition To: Home ( 07/ 18/ 24 11: 37: 00) CM DME Vendor/ Contact: Crutches provided by PT for pt to take home ( 07/ 18/ 24 11: 37:00) CM DME 2 Vendor/ Contact; Western Drug 818- 956- 6691BSC will be sent to the address on FSWalker pulled from Western Closet and del to bedside by cm. ( 07/ 18/ 24 11: 37:00) CM DME 2 Details: BSC - auth 202407187002943000001 FWW auth 20240717700054300001 ( 07/ 18/ 24 11: 37:00)
Discharge Arrangements RTF: Discharge Arrangements RTF ( 07118/ 24 11: 37: 00) Patient Post -Acute Information Patient
Name: Corcoran, Travis MRN:
000765406
Male DOB: 09/
Referral(s): Service:

Organization; Western
Drug Medical Supply Durable
Medical Equipment
Report
Request ID: 108315530
Address: Phone Number: 3604
San Fernando Rd, GLENDALE, ( 818) 956- 6691 CA,
91204 Page
3 of 18 Print Date/ Time: 7/ 18/ 2024 12:35 PDT 15
of 58 Page 51 – 196
Pomona Valley Hospital Medical Center
1798 N Garey Ave
Pomona, CA 91767- 2918
Patient: Corcoran, Travis
MRN:

Male Admitt'ng: Estremera MD, Gabriel
Medical Service: Trauma Attending: Estremera MD, Gabriel Dischar i re/ Transfer Documentation i
It is important to manage your medication information. Give your discharge medication list to your primary care physician, update your medication list whenever medications are discontinued, doses are changed, or new medications ( including ever -the counter products) are added, and carry your medication information with you at all times in the event of emergency situations" What Haw Much When Why Instructions Next Dose
Nely acetaminophen 1, 000 Milligrams Every 8 hours 7/ 18/ 2024 Tylenol) Oral ( given by 4: 00 PM
mouth
New aspirin ( aspirin 1 tab 2 times a day Open femur Duration: 30 7/ 18/ 2024 81 mg Oral Oral ( given by fracture, left days 9: 00 PM delayed release mouth) N otorcycle accident Pickup at
tablet) tanus- diphtheria CVS/ pharmacy
Td vaccination 9709
New cyclobenzaprine 1 tab 3 times a day as Pickup at 7/ 18/ 2024 cyclobenxaprine Oral ( given by needed for as CVS/ pharmacy 3: 00 PM 5 mg oral tablet) mouth) needed for 9709
muscles asm
Naw gabapentA I Capsules 3 times a day C pen Femur Duration: 7 days 7/ 18/ 2024 gabapwntin 100 Oral ( given by fracture, left Pickup at 3: 00 PM mg oral capsule) mouth) Motorcycle accident CVS/ pharmacy tanus- diphtheria 9709
d vaccination
Iidocaine topical 1 patch( es) Every day Open femur Pickup at 7/ 19/ 2024 lidocaine 4% Transdermal fracture, left CVS/ pharmacy 9: 00 AM topical film) apply on the Motorcycle accident 97D9
skin) tanus- diphtherie
Td vaccination
P#e oxyCODONE 1 tab Every 5 hours as Pickup at 7/ 18/ 2024 oxyCODONE 5 Oral ( given by needed for pain, CVS/ pharmacy 2: 00 PM if mg oral tablet) mouth) moderate 9709 needed
numeric 4- 6 or
CPOT 5- 6
vex tamsulosin 1 Capsules After breakfast C pen femur Duration: 7 days 7/ 19/ 2024 Flomax 9. 4 mg Oral ( given by fracture, left Pickup at after breakfast oral capsule) mouth) IN otorcycle accident CVS/ pharmacy tanus- diphtheria 9709
Td vaccination
Unchanged divalproex 2 tab Every day 7/ 18/ 2024
sodium Oral ( given by
divalproex mouth)
sodium 250 mg
oral tablet,
Report Request ID: rage 4 of 18 Print 0ate/Time: 7118/ 2024 12: 35 PDT 16 of 58 Page 52 – 196
Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona, CA 91767- 2918
Patient: Corcoran, Travis
MRN:
41 years Male Admitting: Estramera MD, Gabriel
Medical Service, Trauma Attending: Estremera MD, Gabriel Documentation
What Mow Much When why Instructions Next Dose
extended
release
Unchanged levETIRAretam 500 Milligrams 2 times a day 7/ 18/ 2024 Oral ( given by 9: 00 PM
mouth
Pharmacy Information
CV5/ pharmacy # 9709: 1479 Foothill Blvd La Verne, CA 917503451 ( 909) 593 • 0058 Report Request ID: Page 5 of 18 Print Date/ Time: 7/ 18/ 2024 12: 35 PDT 17 of 58 Page 53 – 196
Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona, CA 91767-2918
Patient: Corcoran, Travis
MRN:

Male Admitting: Estremera MD, Gabriei
Medical Service: Trauma Attending: Estremera MD, Gabriei No Known Medication Allergies
Ongoing- Any problem that you are currently receiving treatment For, Methlcillin resistant Staphylococcus aureus
Notice: You have devices implanted this visit that may not be MR compatible.

Implanted
Open Reduction Internal Fixation Femur
Leg Upper
LOCKING SCREW 07/ 16/ 2024
LOCKING SCREW 07/ 16/ 2024
NAIL IM T2 FEM RTRGD IOX400MM 07/ 16/ 2024
SCREW BONE LOCKING SMMX40MM 07/ 16/ 2024
SCREW BONE LOCKING 5MMX40MM 07/ 16/ 2024
SCREW BONE T2 ALPHA L90 MM OD5 07/ 16/ 2024
1V i' e 7
7 aleS
CA of4ar " G%3 4! b
01-
Report Request ID: 108315530 Page 6 of 18 Print Date/ Time: 7/ 18/2024 12: 35 PDT 18 of 58 Page 54 – 196
Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona, CA 91767- 2918
Patlent: Corcoran, Travis
MRN:

Medical Service: Trauma
Admit Date: 711512024
Disch Date:

Male Admitting: Estrernera MD, Gabrlel
Attending: Estremera MD, Gebrlel
D scharge/ Transferpocumentat/ on_..___.__.__..
includes a wide variety of topics, including pregnancy, newborn and postpartum care, pediatrics, neurology, oncology, cardiology and many more. To access please scan the QR code below or go directly to https:// pvhmc. healthclips. 00m/ You can also access it by visiting the PVHMC. org website, click on " Patient & Visitors" and select " Online Wellness and Health Videos" from the drop -down menu.

Trauma During Adulthood
Overview
People are affected by trauma in different ways. This fact sheet will help you learn about things like what trauma is, common reactions to it, problems that can result, and things that can help.

What is a traumatic event?
Traumatic events involve either 1) actual or possible death or serious injury or 2) sexual violence. Most adults have lived through at least one traumatic event and many have experienced more than one event. Trauma can also be chronic, meaning that similar events happen many times over a long period of time.

There any many different types oftraumatic events, but here are some examples:

Sexual or physical abuse or assault Serious vehicle accidents Combat or war zone exposure Serious medical events Seeing death or dead bodies, including while at work Unexpected death of a loved one Natural Disasters Arson or house fires Torture Domestic violence Witnessing or experiencing violence, such as homicide or suicide Terrorism or mass violence What are common responses following a traumatic event?
Report Request ID: Page 7 of 18 Print Date/ Time: 7/ 18/ 2024 12 35 POT 19 of 58 Page 55 – 196
Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona. GA 91767- 2918
Patient: Corcoran, Travis
MRN:

Medical Service: Trauma
Admit Date: 7/ 15/ 2024
Disch Date:

Male Admitting: Estremere MD, Gabrlel
Attending: Estremere MD, Gebrlel
a........._.,..._.__,.___._.....,-
DISC.........._....,...,................_..____..._...,.....-. w._. ,_.,., ..
m ,..,,.... ._.,..,.....,.._........,_..,
harge/ Transfer Decumenta#Ion
c.

Professionals have found three different paths that adults can follow after trauma:

Some people never experience any major problems. This is known as resistance. Resistance is very common after traumas that do not involve sexual assault or abuse.

Many people have symptoms similar to posttraumatic stress disorder ( PTSD) in the weeks after a trauma. For most of those people, those symptoms will then go away on their own. This is known as natural recovery or resilience. This path is very common among people who experience sexual assault.

Other people experience problems that do not go away on their own, Posttraumatic stress disorder (PTSD) is one potential outcome when this happens. PTSD is described in detail in the next section.

What is Posttraumatic Stress Disorder (PTSD)?
PTSD is a mental health condition that may be diagnosed by a professional when someone has experienced a traumatic event and is having particular types of problems as a result. The major types of symptoms experienced by people with PTSD include:

Re- experiencing symptoms, including:
o Flashbacks or intrusive thoughts about the traumatic event a
Intense physical or emotional reactions to reminders of the event o Nightmares
Avoidance symptoms, including:
o Avoiding thinking or talking about the trauma
o Avoiding people, places, activities or sensations that remind you of the trauma Negative changes in your thinking and emotions, including:
a Feeling more down, depressed, angry or anxious
o Finding it hard or impossible to feel happy
0 Feeling shameful or guilty
o Feeling distant from other people
o Losing interest in things you used to enjoy
o Being unable to remember important parts of the trauma Report Request ID: Page 8 of 18 Print Date/ Time: 7/ 18/ 2024 12: 35 PDT 20 of 58 Page 56 – 196
Pomona Valley Hospital Medical Center
1798 N Garey Ave
Pomona, CA 91767- 2918
Patient: Corcoran, Travis
MRN:

Male Admitting: Estremera MD, Gabriel
Medical Service: Trauma Attending: Estremera MD, Gabriel Discharga/ Tra ._.._--..........__....,...._-_...— nsfer Documentation o Having more negative thoughts about yourself, other people and the world Hyperarousal or emotional/ physical reactivity, including:
o Being always on guard and/ or easily startled
o Having trouble concentrating
o Being quick to anger and aggression
o Doing things that arc risky ( e. g., impulsive sex, binge drinking) o Having trouble sleeping
What is Complex Posttraumatic Stress Disorder ( C- PTSD)? C- PTSD is a mental health condition that also may be diagnosed by a professional when someone has experienced a traumatic event. C- PTSD shares many symptoms in common with PTSD; including re- experiencing, avoidance, and hyperarousal, as described above. However, C- PTSD also includes
Problems in emotion regulation, like having difficulty managing ones feelings Problems in self-image, like feeling completely different from other people and/ or having a negative self view Intcrporsonal problems, including having trouble trusting others
What are risk factors for PTSD or C- PTSD following trauma? Risk factors for PTSD can be present before, during or after a trauma.

Risk factors BEFORE a trauma include:
o A history of other mental health conditions, including PTSD o A history of other traumas
o A family history of mental disorders
Risk factors DURING a trauma include:
o Experiencing certain types oftrauma, like sexual assault or unexpected death of loved one o Experiencing a more severe trauma
o , Believing that your life is in danger during the trauma Report Request ID: Page 9 of 18 Print Date/ Time: 7/ 18/ 2024 12: 35 PDT 21 of 58 Page 57 – 196
Pomona Valley Hospital Medical Center
1799 N Garay Ave
Pomona, CA 91767- 2918
Patient: Corcoran, Travis
MRN:

Male Admitting: Estremera MD, Gabriel
Medical Service: Trauma Attending: Estremera MD, Gebriel w... ._ __ ... .... ....._._.
o Experiencing more physical injury or specific types of injury, such as head injury or loss of consciousness o Dissociating during the trauma
Risk factors AFTER a trauma include:
o Risk factors AFTER a trauma include:
o Ilaving less social support or more negative social interactions o Having more life stress
o Avoidance coping
What helps people recover naturally after trauma?
M
We know much more about what makes someone likely to develop PTSD than we do about what makes someone likely to recover naturally. However, the following factors are thought to contribute to natural recovery:

Social support, including:
o Believing that other people care about you and will be there if you need them o Being able to talk about the trauma and your reactions to it with supportive people o I laving supporters who avoid reacting in unhelpful ways when told about the trauma Getting back to one' s life, including:
o Returning to your routine, such as going to work or school, doing chores and maintaining a sleep schedule o Not avoiding safe reminders of the trauma
o Staying connected to friends and other important people Making meaning of what happened, including:
0 Finding helpful and realistic ways to fit the trauma into the way you think about yourself, other people and the world o Noticing unhelpful thoughts that get in the way of making meaning, such as self- blame, and finding more helpful thoughts
o Looking for oxamptes of ways that you did yotu' best or coped well Row' can someone decide if they need professional help? Report Request ID: Page 10 of 18 Print Date/ Time: 7/ 18/ 2024 12: 35 PDT 22 of 58 Page 58 – 196
Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona, CA 91767-2918
Patient: Corcoran, Travis
MRN:

Male Admitting: Estremera MD, Gabrlel
Medical Service: Trauma Attending: Estremera MD,Gabrial L., 11- 111,,.,.,._-_...._.. ,_,
nsfer Documentation
Many times, people are able to recover from traumatic events on their own and with the help of their support systems. Sometimes, professional help is needed to recover.

If symptoms do not go away within one month following a traumatic event, a visit to a mental health professional or primary care physician is recommended. There are also mobile apps, like PTSD Coach, that can be helpful in monitoring your symptoms and preparing for this visit.

If treatment is needed, what are the options?
Even though many people recover naturally, some people do need treatment. Most benefit quickly when they get one of the treatments that have been shown to work for PTSD. You can learn about the treatments that work for PTSD on the National Center for PTSD website ( hops;// www.ptsd. va.gov/ understand nc/ tx_basics. asp). ' nip website also has a tool https:// wmv.ptsd. va, gov/ apps/ decisionaid/) you can use to see which is the best fit for you. There are options for people who prefer talk therapy and for people who prefer medication, Know that no single treatment is effective for everyone and it might take time to find the right fit —but don' t give up! The field of mental health is constantly changing and new treatments are being developed. To make sure you or someone else gets the best treatment, we recommend learning about these evidence -based treatments before your visit so that you can ask the provider which they offer, If you are already seeing a therapist or decide to scc a therapist in the future, you can show them this fact sheet so that they can learn about the resources that have been created for therapists that work with trauma survivors. This includes:

ISTSS' PTSD Prevention and Treatment Guidelines, which were released in 2019 and describe the state of the evidence on ways to prevent and treat PTSD. You can visit this resource here https:// istss,org/c tinical- resources/ treating-trauma/uew- istss-prevention-and-treatrnent- guidelines# documents). flow can I find someone to help me?
Professional organizations Iike ISTSS often have directories of mental health professionals who can help. Don' t give up ifyou don' t find a provider in your area! You can also search the Internet, call your doctor or insurance company, or ask other people you know ifyou don' t find someone right away, lust be sure to ask them ifthey are experienced in helping people who have experienced trauma and whether they offer the treatment you have decided on. See ISTSS' directory of mental health professionals. ( https:// istss. org/ public- reso= es/ ftnd- a- clinician) Where can I get more resources?
For more information, visit the Public Resources page ( https;// istss. org/public-resouroes) of ISTSS' website. There, you will find links to many of our public education products, briefing papers and affiliated resources.

Report Request ID' Page 11 of 18 Print Date/Time: 7/ 18/ 2024 12: 35 PDT 23 of 58 Page 59 – 196
Pomona Valley Hospital Medical Canter
1798 N Garay Ave
Pomona, CA 91767- 2918
Patient: Corcoran, Travis
MRN:

Medical Service: Trauma
C 2020
Depression
Admit Date: 7/ 15/ 2D24
Disch Date:

Male Admitting: Estremera MD, Gabriel
Attending: Estremera MD, Gabriel
Documentation
Depression is a disorder of the brain. it is a serious mental illness that is more than just a feeling of being " down in the dumps" or " blue" for a few days.

For more than 20 million people in the United States who have depression, the feelings persist and can interfere with everyday life.

Types of Depression
The types of depression include:

Major Depressive Disorder, also known as clinical depression, is where people feel that a consistent dark mood is consuming them. It can inhibit daily functions and cause them to lose interest in activities which usually provide them pleasure.

Persistent Depressive Disorder refers to when a low mood lasts for two or more years in adults and at least one year in children an adolescents. A person with this disorder may experience episodes of major depressive disorder along with periods of less severe symptoms where they are typically able to function day- to- day.

Postpartuun Depression affects women after having a baby. It causes intense, long- lasting feelings of anxiety, sadness, and fatigue, making it difficult for mothers to care for themsolvcs and/ or their babies, as well as handle daily responsibilities. Postpartum depression can start anywhere from weeks to months after childbirth.

Psychotic Depression is a form of depression with psychosis that comes when people get very depressed, such as delusions ( false beliefs) and/or hallucinations ( hearing or seeing things that are not there).

Seasonal Affective Disorder is associated with changes in seasons. This form of depression usually occurs during the fall and winter months when there is less sunlight.

Bipolar Disorder is different than depression, but a person diagnosed with bipolar disorder can experience episodes of major depression.

What Causes Depression?
There are a variety of causes of depression, including genetic, environmental, psychological, and biochemical factors.

A person has an increased risk of depression if their family has a history of depression, they have experienced trauma, major life changes, stress, or certain physical illnesses ( such as diabetes, cancer, or Parkinson' s), or as a side effect to certain medications.

Signs and Symptoms of Depression
Depression symptoms vary from person to person, and anyone who has questions about symptoms and signs should consult a doctor. To receive a diagnosis of Major Depressive Disorder, some of these signs and symptoms must be present nearly every day for at least two weeks:

Report Request ID: Page 12 of 18 Print Date/ Time: 7/ 18/ 2024 12: 35 PDT 24 of 58 Page 60 – 196
Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona, CA 91767- 2918
Patient: Corcoran, Travis
MRN:

Male Admitting: Estremera MD, Gabriel
Mad Ica] Service: Trauma Attending: Estremera MD, Gabrlel s Drschar_qfere/TransDocumentation feelingsC
of
sadness, hopelessness, pessimism, emptiness Fatigue, lack of energy insomnia or other
sleep issues, such as waking up very Party or sleeping too much Anxiety, irritability, restlessness Feeling worthless or guilty Lack of interest
or joy inhobbies and activities Changes in appetite,
leading to weight loss or weight gain Moving, talking, or thinking more slowly orfeeling extra fidgety Forgetfulness Trouble concentrating, thinking
clearly, or making decisions Thoughts ofnot
wanting to live, death or suicide, suicide attempts, or self -harm behavior Depression Treatment and Help Living with depression
can feel lonely. People may be fearful or ashamed of being labeled with aserious mental illness, causing them to suffer in silence, rather than get help, In fact, most people with major depression never seek the right treatment. But those struggling with this illness are not alone. It's one of the most common and most treatable mental health disorders. With early, continuous treatment, people can gain control of their symptoms, feel better, and get back to enjoying their lives. There are effective
treatments for depression, including medications ( such as antidepressants), along with talk therapy. Most people do best by using both. If standard treatments do not reduce symptoms, electroconvulsive therapy (ECT) and other brain stimulation therapies are also options that may beexplored. To be diagnosed
with depression, thesymptoms must be present for at least two weeks. Some tests are used to rule out other serious medical conditions that may cause similar symptoms. Also, some central nervous system injuries and illnesses may also lead to depression. In addition to
clinical treatments, if you are one of the millions of people living with depression, there are also healthy lifestyle habits that canhelp you feel bettor: Focus on self -
care. Control stress with activities such as meditation or tai chi. Eat healthy, exercise, and get enough sleep. Most adults need 7-9hours of sleep per night. Avoid using alcohol and recreational drugs, which can worsen symptoms and make depression harder to treat. Set small, achievable
goals. Set realistic goals to build confidence and motivation. Agoalatthe beginning of treatment may be to make your bed, have lunch with afriend, or take a walk. Build up to bigger goals as you feel better. Know the warning signs. Recognize your depression triggers and talktoyour doctor and/ or mental hoahh professional ifyou notice unusual changes inhow you feel, think, or act. If needed, your doctor can safely adjust your Report Request ID:
108315530 Page 13 18 Print Date/ Tme: 7/18/2024 12: 35 PDT 25 of 58 Page 61 – 196 Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona, CA 91767. 2918
Patient: Corcoran, Travis
MRN:

Medical Service: Trauma
Admit Date: 7/ 15/ 2024
Disch Date:

Male Admitting: Estremera MD, Gabrial
Attending: Estramera MD, Gabriel
Discharge/ Transfer Documentation„
medication, Writs down how you, feel day- to- day ( moods, feelings, reactions) to spot patterns and understand your depression triggers.

Educate family and friends about major depression. They can help you notice warning signs that your depression may be returning,
Seek support. Whether you find encouragement from family members or a support group, maintaining relationships with others is important, especially in times of crisis or rough spells.

Stick to your treatment plan. Even if you feel better, don' t stop going to therapy or taking your medication. Abruptly stopping medication can cause withdrawal symptoms and a return of depression. Work with a doctor to adjust your doses or medication, if needed, to continue a treatment plan.

Participating in a self -management education ( SME) program can help patients manage depression and take control oftheir symptoms, such as anxiety, depressed mood, tiredness, and appetite changes.

Need Help?
If you or someone you know is struggling or in crisis, help is available. Call or text 988 or chat 9881ifelinc. org To learn how to get support for mental health, drug, and alcohol issues, visit FindSupport. gov.

To locate treatment facilities or providers, visit FinelTreatment. gov or call SAMIISA' s National Helpline at 800-662-HELP 4357).

Last Updated: 04/ 24/ 2023
Source: hops:// www.samhsa. gov/mental- healdi/ depression PVHMC is committed to providing our patients with their families with excellent customer service. Manage your health care anytime, anywhere with the MYHEALTH Patient Portal, a safe and secure innovative health engagement solution that empowers patients to take a more active role in managing their healthcare needs. You can use it following your visit from the privacy of your own home, 24 hours a day.

With MYHEALTH, you can;
Privately view most lab and Imaging results online
Access health records to share with your other doctors
Conveniently pay your hospital bills on- line
It is fast and easy to enroll! Go to www. pvhmc. org
During registration, you were asked about your interest in the MYHEALTH patient portal. If you provided your email address an invitation has already been sent to you.

Fallow the email instructions to enroll.

Report Request ID: Page 14 of 18 Print Date/ Time: 7/ 18/ 2024 12: 35 PDT 26 of 55 Page 62 – 196
Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona, CA 91767- 2918
Patient; Corcoran, Travis
MRN:

Medical Service: Trauma
Admit Date; 7/ 15/ 2024
Disch Date:

Male Admitting; Estremera MD, Gabriel
Attending; Estremera MD,Gabriel
DIISO nsferDocumentation
o ion : Self Enrollmen
Click on Patient Portal, Click on MYHEALTH New Patient Portal Sign- Upl You will need: Your Social Security Number.

MYHEALTH is dedicated to helping Improve your overall health care experience by providing convenient streamlined resources to help you better manage your health records. If you would like to access this information via an app of your choosing, the form To request an app is located in the patient portal after you have enrolled. Login and click on Health and Wellness Apps, complete the API Request Form and click on Send Message. We wilt work with the appropriate vendors to determine If they meet all the technical requirements In order to establish connection. You will receive an email response following our investigation, If you have any questions or concerns regarding the accuracy of the information contained within MYHEALTH, please contact MYHEALTH content support at909. 865. 9995.

To obtain a complete copy of your medical record please contact the Health Information Management department at 909. 865. 9142.

Visit Care Summaries
The visit care summaries available in the MyHealth patient portal provides key information regarding specific visits.

The information available is as follows•
Demographics
Encounter Details
Reason for Visit
Allergies, Adverse Reactions, Alerts
Assessment and Plan
Immunizations
Medications
Problem List
Procedures
Results
Vital Signs
Goals
Reason for Referral
Health Concerns
To print the visit summary from MyHealth, follow the process below;

1. MyHealth can be accessed in two ways
a. Pomona Valley Hospital Medical Center ( PVHMC) website www. pvhmc. ora
Report Request ID: Page 15 of 18 Print Date/ Time: 71lW2024 12, 35 PDT 27 of 58 Page 63 – 196
Pomona Valley Hospital Medical Center
1798 N Garey Ave
Pomona, CA 91767- 2918
Patient: Corcoran, Travis
MRN:

Medical Service: Trauma
Admit Date: 7/ 15/ 2024
Dlsch Date:

Male Admitting: Estremera MD, Gabriel
Attending: Estremera MD, Gebrlel
Dfschar elTransfer Documentation
u. _..__.. _ . _....... _..... ..... .....
i. In the top right corner, select Patient Portal.

The log In page for MyHealth will appear. Log in using either an email address or username and password. b.Another way to log in is the direct link to the MyHealth website, which will take you directly to the portal https:/// Myhealth yhmc. ighealth com

2. Once logged in, select Health Record.

3. Select Visit Care Summaries.

4. A list of visit dates will display. The option to filter by date range Is available or scroll down to view all visit dates.

S. Select Download for the applicable date of service.

6. Select Download Viewable.

7. If prompted, select Open.

8. Select Print.

For assistance with referral to treatment, contact our Navigator Jennifer Curlowicz at 747- 226. 2724 For assistance with Substance Use, contract our Substance Use Navigator Sherrie Cisneros at 909- 865- 9501 X3324 jet help. right away if:

You feel out of control,
You or others notice warning signs of suicide such as:

Increased use of drugs or alcohol
Expressing feelings of not having a purpose In life, being trapped, guilty, anxious and agitated, or hopeless.

Withdrawing from friends and family.

Showing uncontrolled anger, recklessness, and dramatic mood changes.

Talking about suicide, discussing or searching for methods.

If you ever feel like you may hurt yourself or others, or have thoughts about taking your own life, get help right away.

You can go to your nearest emergency department or call:

Your local emergency services (911 in the U. S.).

A suicide crisis helpline, such as the National suicide Prevention Lifeline at 1- 800. 273. 8255. This Is open 24 hours a day.
a M r7*1» i t
r
Pomona Valley Hospital Medical Center strives to meet the health care needs of all patients who seek Inpatient, outpatient and emergency services. PVHMC is committed to providing providing access to financial assistance programs when patients are uninsured or underinsured Report Request ID: Page 16 of 18 Print Date/ Time: 7/ 18/ 2024 12: 35 PDT 28 of 58 Page 64 – 196
Patient: Corcoran,
MRN: Admit Date: 7/ 15/ 2024
Disch Date:

Male Admitting: Estremera MD, Gabriel
Attending: Estremera MD, Gabriei
and may need help in paying their hospital bill. These programs Include government -sponsored coverage programs, Including Covered California and Medi-Cal presumptive eligibility, along with PVHMC' s own charity care and discount payment as defined in our policies. To access PVHMC' s policies on discount payment and charity care, please visit www.pvhmc. org, > Patients & Visitors > Help Paying Your Bill.

QualffyIng for FinanClal Assistance
Charity Care: Financial assistance without charge is available to patients receiving medically necessary services and whose income and monetary assets are at or below 400% of the Federal Poverty Level, Discounted Care: All patients are eligible for discounted care. Discounts are available to patients on a sliding scale based on family size, income level and insurance status.

Contact Us
For more information about discount payment or charity care, help getting an application, filling it out, or turning it in, please contact 5us1ness Services at 909- 865- 9100.

More Tnfarmation! ho n a^hle Egr4ires
PVHMC is committed to providing fair and transparent pricing information to all of our patients. in compliance with Price Transparency, a federally -mandated program, we have compiled a charge list with anticipated charges for health care services. Please be aware this hospital charge list is for hospital services only; physician services and other professional provider fees are billed separately. Please visit www,pvhmc.org > Patients & Visitors > Financial and Insurance Information > Price Transparency for pricing Information.

The Hospital Bill Complaint Program is a state program, which reviews hospital decisions about whether you qualify for help paying your hospital bill. If you believe you were wrongly denied financial assistance, you may rile a complaint with the Hospital Bill Complaint Program.

Go to www, HospitalBiliCamplaiiitProgram. hcal. ca. gov for more information and to file a complaint.

There are free consumer advocacy organizations that will help you understand the billing and payment process. You may call the Health Consumer Alliance at 888- 804. 3536 or go to www. heathconsumer. org for more information.

D9S rtiPnt AccP SibillS9f Lr rip6lAge s_c anc®
If you have a disability and need an accessible alternative format for the above materials or if you speak another language, please contact Customer Service at 909- 865- 9100 and they can offer you an alternative format or connect you with an interpreter for further assistance.

If you smoke, vape or use electronic cigarettes - QUIT NOW

1. Get Ready - Set a date to quit

2. Get Medicine - Talk to your doctor

3. Get Help - Call toll free 1. 877. 448- 7848
Caregivers: By quitting, you protect your loved ones from illness caused by a second hand smoke.

Report Request ID: Page 17 of 18 Print Date/ Time: 7/ 18/ 2024 12: 35 PDT 29 of 58 Page 65 – 196
EXHIBIT - MEDICAL RECORDS OF 913124 VISIT
30 of 58 Page 66 – 196
Pomona Valley Hospital Medical Center
1798 N Garey Ave
Expert care with a persona! touch Pomona, CA 91767- 2918 Patient: Corcoran, Travis Mitchell
MW
Male Admitting: Sandhu MD, Gary
Medical Service: Medical Surgical Attending: Sandhu MD, Gary Discharge/Transfer Documentation
Document Type: Discharge Instructions
Result Status: Auth ( Verified)
Sign Information: Gaxiola, RN, Leslie ( 9/ 3/ 2024 15: 35 PDT) Corcoran, Travis
DOB.

Your Care Team
Admitting Physician -
Sandhu MD, Gary
Attending Physician -
Sandhu MD, Gary
Consulting Physician -
Hayes MD, Christopher 0
Primary Care Physician -
Physician MD, Unassigned
Your Hemoglobin Alc
Hgb Alc: 5. 2 % ( 09/ 03/ 24)
Your Diagnosis
Past -op foreign body
Post -operative pain
Motorcycle accident
Open Femur fracture, left
Tetanus - diphtheria ( Td) vaccination
acetaminophen ( Tylenol)
aspirin ( aspirin 81 mg oral delayed release tablet)
divalproex sodium ( divalproex sodium 250 mg oral tablet, extended release)
gabapentin ( gabapentin 100 mg oral capsule)
Report Request 10: Page 1 of 15 Print Date/ Time: 9/312024. 15: 35 PDT 31 of 58 Page 67 – 196
Pomona Valley Hospital Medical Center
1798 N Garey Ave
Pomona, CA 91767- 2918
Patient: Corcoran, Travis Mitchell
MRN:

Male
Medical Service: Medical Surgical
Admitting: Sandhu MD,Gary
Attending- Sandhu MD, Gary
DischargelTransfer Documentation
IevETIRAcetam
tamsulosin ( Flornax 0. 4 mg oral capsule)
Instructions From Your Doctor
Ds esu e r r eC
x2q
r r
j [ r
r r ; 1 r
Follow Up Appointments
Follow UP With Mayes MD,
Christopher B, Surgery, Orthopedic, Why Call for rnllowup ap ointrnent Trauma and Surgical Critical Care Where; 160 E. Artesia 9 street, s 255
When Within 1 to 2 weeks Pomana, -
909) 596-43464345
Post -Discharge Services Information/ Contacts
Patient Past -Acute Information
Patient Name Corcoran, Travis Mitchell
MRN:

No Post -Acute Placement( s) Listed * * *
No Post -Acute Services) Listed * * *
No Curaspan Referra!(s) Listed ***
Report Request ID: Page 2 of 15 Print Date/Time: 9/ 3/ 2024 15: 35 PDT 32 of 58 Page 68 – 196
Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona, CA 91767- 2918
Patient: Corcoran, Travis Mitchell
MRN:

Male Admitting: Sandhu MD, Gary
Medical Service: Medical Surgical Attending: Sandhu MD, Gary Dis .._! Docume_..._..._____..__.._...,...__._..._.-...,_,_.............. ntation 1 _. ry ,..__ ry_._ ..._._._._.._.._...._..__...._...._,. w.._._._.,_..._,.,..

It is important to manage your medication information. Give your discharge medication list to your primary, care physician, update your medication list whenever medications are discontinued, doses are changed, or new medications ( Including aver -the counter products) are added, and carry your medication information with you at all times in the event of emergency situatfAns" .

What How Much When . Why instructions Next Bose
Unchanged acetaminophen 1, 000 Milligrams Every 8 hours Tylenol) Oral ( given by
mouth
unchanged aspirin ( aspirin 1 tab 2 times a day t pen femur Duration: 30 81 mg oral Oral ( given by fracture, left days
delayed release mouth), t lotorcycle accident
tablet) I Lanus -diphtheria
d vaccination
Unchanged divalproex 2 tab Ever, daysodium Oral ( given by divalproex mouth)
Al
sodium 250 mg
oral tablet,
extended
release
Unchanged gabapemin 1 Capsules 3 times a day C pen femur Duration: 7 days gabapentin 100 Oral ( given by fracture, left
mg oral capsule) mouth) P otorcycle accident
tanus•diphtheria
Td vaccination
unchanged IevETIRgc ata"r „ 500?,Mllligrams 2 times a day 4ra1°( given by
mouth
Unchanged iamsuiosin I Capsules After breakfast C pen femur Duration: 7 days Flomax 0.4 mg Oral ( given by fracture, left
oral capsule) mouth) otortycle accident
tanus- diphtheria
gdl vaccination
Report Request ID: Page 3 of 15 Print Date/ Time: 9/ 3/ 2024 15: 35 PDT 33 of 58 Page 69 – 196
Pomona Valley Hospital Medical Center
1796 N Garay Ave
Pomona, CA 91767- 2918
Patient: Corcoran, Travis Mitchell
MRN:

Male Admitting: Sandhu MD, Gary
Medical Service: Medical Surgical Attending: Sandhu MD,Gary ischaraeJTransfer Docamentedon
Ongoing- Any problem that you are currently receiving treatment for. ,.

Methicillin resistant Staphylococcus aureus
Notice: You have devices Implanted this visit that ma , ttot.be MR compatible.

Implanted
Removal Hardware Lower Extremity - Patel.

Knee
SCREW LOCKING 5 X 90MM
Pomona Valley Hospital Medical Center is proud to offer a free online wellness and health video library to our community. This video library includes a wide variety of topics;- anal"iuiing pregnancy, newborn and postpartum care, pediatrics, neurology, oncology, cardiology and many more. To access please scan the QR code below or go directly to https: Hpvhmc. healthclips. com/ You can also access it by visiting the PVHMC. org website, click on " Patient & Visitors" and select " Online Wellness and Health Videos" from the drop -down menu.

Report Request ID: Page 4 of 15 Print Date/ Time: 9/312024 16: 35 PDT 34 of 58 Page 70 – 196
Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona, CA 91767- 2918
Patient: Corcoran, Travis Mitchell
MRN:

Male Admitting: Sandhu MD, Gary
Medical Service: Medical Surgical Attending: Sandhu MD,Gary Dischggg Transfer Documentation - ....,. _....._.._,...,.,.,.,,_..,.........._.... t an II Orthopedic Hardware RemovaL,,, After
The following information offers guidance on how to care for yourself after your procedure. Your health care provider may also give you more specific instructions, If you have problems: or quipions, contact your health care provider.

What can I expect after the procedure?
After the procedure, it is common to have:

Soreness or pain.

Some redness and swelling in the area where^the hardware was removed.

A small amount of blood or fluid coming from your incision.

Follow these instructions at home:

Medicines
Take over-the- counter and prescription medicines only as told by your health care provider.

Ask your health care. provider i fthe medicine prescribed to you:

Requires' you to,.avoid driving or using machinery.

Can caµso constipation. You may need to take these actions to prevent or treat constipation:

Drink enough fluid to keep your urine pale yellow.

Take over-the- counter or prescription medicines.

Eat foods that are high in fiber, such as beans, whole grains, and fresh fruits and vegetables.

Limit foods that are high in fat and processed sugars, such as fried or sweet foods.

If you have a nonremovable cast:

Do not put pressure on any part of the cast until it is fully hardened. This may take several hours, Do not stick anything inside the cast to scratch your skin. Doing that increases your risk of infection.

Check the skin around the cast every day. Tell your health care provider about any concerns.

Report Request ID: Page 5 of 15 Print Date/ Time: 9/ 3/ 2024 15: 35 PDT 35 of 58 Page 71 – 196
Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona, CA 91767- 2918
Patient: Corcoran, Travis Mitchell
MRN:

Male Admitting: Sandhu MD, Gary
Medical Service: Medical Surgical Attending: Sandhu MD, Gary Dlscha%% Tl ansfer Documentation
You may put lotion on dry skin around the edges ofthe cast. Do not put lotion on the skin underneath the cast.

Keep the cast clean and dry.

If you have a removable splint or boot:

Wear the splint or boot as told by your health care provider, Remove It, only w6id by your health care provider,
Check the skin around the splint or boot every day. Tell your heiilttY care provider about any concerns.

Loosen the splint or boot if your fingers or toes tingle, become numb" r turn cold and blue.

Keep the splint or boot clean and dry.

Bathing
Do not take baths, swim, or use a hot tub until your health care provider approves. Ask your health care provider if you may take showers. You mayonly beallowed to take sponge baths.

Keep the bandage (dressing) dry until your health care provider says it can be removed.

If the cast, splint, or boot is not waterproof
Do not let it get wet.

Cover it with a watertigkt: covering when you take a bath or a shower.

Incision care
Normal Infected
incision Wislon
Follow instructions from your health care provider about how to take care of your incision. Make sure you:

Wash your hands with soap and water for at least 20 seconds before and after you change your dressing. If soap and water are not available, use hand sanitizer.

Change your dressing as told by your health care provider.

Report Request ID: Page 6 of 15 Print DatelTme: 9/ 312024 15, 35 PDT 36 of 58 Page 72 – 196
Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona, GA 91767- 2915
Patient: Corcoran, Travis Mitchell
MRN:

Male Admitting: Sandhu MD, Gary
Medical Service: Medical Surgical Attending: Sandhu MD,Gary 7lschrg fTansfar Documentation
Leave stitches ( sutures), staples, skin glue, or adhesive strips in place. These akin closures may qpd to stay in place for 2 weeks or longer. If adhesive strip edges start to loosen and curl up, you may trim the loose edges. Do not remove adhesive strips completely unless your health care provider tells you to do that.

Check your incision area every day for signs of infection. Check for:

More redness, swelling, or pain.

More fluid or blood.

Warmth.

Pus or a bad smell.

Managing. pain, stiffness, and swelling
44,
If directed, put ice on the affected area. To do this:

If you have a removable splint or boot, remove it as told by your health care provider.

Put ice in a plastic bag.

Place a towel between your skin and the bag or between your east and the bag.

Leave the ice on for 20 minutes, 2- 3 times a day.

Ifyour skin turns bright red, remove the ice right away to prevent skin damage. The risk of skin damage is higher ifyou cannot feel pain, heat, or cold, Move your fingers or toes often to reduce stif Ness and swelling.

Raise ( elevate) the injured area above the level of your heart while you are sitting or lying down.

Activity
Rest as told by your Health care provider.

Do not sit for a long time without moving. Get up to take short walks every 1- 2 hours, This will improve blood flow and breathing. Ask for help if you feel. weak or unsteady.

Do not use the injured limb to support your body weight until your health care provider says that you can.

Report Request ID: Page 7 of 15 Print pate/Time: 9/ 3/ 2024 15: 35 PDT 37 of 58 Page 73 – 196
Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona, CA 91767- 2918
Patient: Corcoran, Travis Mitchell
MRN:

Male Admitting: Sandhu MD, Gary
Medical Service: Medical Surgical Attending: Sandhu MD,Gary DischnelTransfer Doaumen#a#ion
Ask your health care provider when it is safe to drive if you have a cast, splint, or boot on your affected limb.

Do exercises as told by your health care provider.

Return to your normal activities as told by your health care provider. Ask your health care provider what activities are safe for you.

General instructions
Do not use any products that contain nicotine or tobacco. Theso" prtlductsfinClude cigarettes, chewing tobacco, and vaping devices, such as e- cigarettes. These can ciiay bone healing. If you need help quitting, ask your health care provider.

Wear compression stockings as told by your health care provider. These stockings help to prevent blood clots and reduce swelling in your legs.

Keep all follow-up visits. Your health care provider may need to monitor your healing and check for problems.

Contact a health care provider if:

You have numbness for more than 24.hqurs in the area where the hardware was removed.

You have signs of infection at your incision area.

You have a fever or chills—,",
Your pain is not controlled, by,medicme.

You are unable to do exercises or physical activity as told by your health care provider.

Get help right away if:

You have trouble. breathing.

You have chest pain.

These symptoms may be an emergency. Get help right away. Call 911.

Do not wait to see if the symptoms will go away.

Do not drive yourself to the hospital.

This information is not intended to replace advice given to you by your health care provider. Make sure you discuss any questions you have with your health care provider.

Document Revised: 05/ 12/ 2023 Document Reviewed: 05/ 12/2023 Elsevier Patent Education 02024 Elsevier Inc.

Report Request ID: Page 8 O 15 Print Date] Time: 9/3/ 2024 15: 35 PDT 38 of 58 Page 74 – 196
Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona, GA 91757- 2918
Patient: Corcoran, Travis Mitchell
MRN:

Male Admitting: Sandhu MD, Gary
Medical Service: Medical Surgical Attending: Sandhu MD, Gary DisaharVo/ Transfar Documentation s
t
General Anesthesia, Adult, Care After
The following information offers guidance on how to care for yourself after your procedure. Your health care provider may also give you more specific instructions. If you have problems or questions, contact your health care provider.

What can Y expect Lifter the procedure?
After the procedure, it is common for people to:

Have pain or discomfort at the IV site.

Have nausea or vomiting.

Have a sore throat or hoarseness.

Have trouble concentrating.

Feel cold or chills.

Feel weak, sleepy, or tired (fatigue).

Have soreness and body aches. These' can affect parts of the body that were not involved in surgery.

Follow these instructions at home:

For the time period you were told by your health care provider:

Rest.

Do not participate in activities where you could fall or become injured, Do not drive or use machinery.

Do not drink alcohol.

Do not take sleeping pills or medicines that cause drowsiness.

Do not make important decisions or sign legal documents.

Do not take care of children on your own.

General instructions
Report Request ID: Page 9 of 15 Print Date/ Time: 9/ 3/ 2024 15: 35 PDT 39 of 58 Page 75 – 196
Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona, CA 91767- 2918 Patient: Corcoran, Travis Mitchell MRN: 000765406 Admit Date:
9/
Gary Medical Service: Medical Surgical
Attending: Sandhu MD,Gary Discharge/ Transfer rDa...,_ __._._...__......._._ M., ..,._..,., a.M...,.,. cumentation
Drink enough fluid
to
keep your urine paLe yeLlow. Ifyou have sleep
apnea, surgery and certain medicines can increase your risk £ar breathing problems. Follow instructions from your health care provider about wearing your sleep device: Anytime you are sleeping, including during daytime naps. While taking prescription pain medicines, sleeping medicines, or tmdicutds;, that make you drowsy. Return to your normal activities as told byyour health care provider!, Ask yok,"health care provider what activities are safe for you. Take over- the- counter
and prescription medicines only as toldbyy6khealth care provider. Do not use any products that contain nicotine ortobacco. Thes.,:product e.s include cigarettes, chewing tobacco, and vaping devices, such ase-cigarettes. These can delay'. ncision healing after surgery. Ifyou need help quitting, ask your health care provider. Contact ahealth care
provider if: You have nausea or
vomiting that does not get.botter with medicine. You vomit every time you cat or drink. You have pain that
does not get better with medicine. You cannot urinate or have bloody urine. You develop askin
rash. You have afever.

Get help right away
if:. You have trouble breathing; `
You have chest,pain.

You vomit blood,,' These
symptoms maybe
an emergency. Get help right away. Call 911. Do not wait to see Ifthe symptoms will go away. Donot drive yourself
to the hospital, Summary After the procedure,
it
iscommon to have a sore throat, hoarseness, nausea, vomiting, or to feel weak, sleepy, or fatigue. Report Request ID: 111813090

Patient:

MRN:

FIN:

DOB/ Age/ Gender:

Medical Service:

Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona, CA 91767- 2918
Corcoran, Travis Mitchell
Male
Medical Surgical
Admit Date: 9/ 312024
Disch Date:

Admitting: Sandhu MD,Gary
Attending: Sandhu MD, Gary
r elTransfer Documentation
For the time period you were told by your health care provider, do not drive or use machinery.

Get help right away if you have difficulty breathing, have chest pain, or vomit blood. These symptoms may be an emergency.

This information is not intended to replace advice given to you by your health care',pl'ovider, .Make sure you discuss any questions you have with your health care provider.

Document Revised: 03/ 17/ 2023 Document Reviewed: 03/ 17/ 2023 Elsevier Patient Education 0 2024 Elsevlar, ft.

PVHMC is committed to providing our patients with their families with excellent customer service. Manage your health care anytime, anywhere with the MYHEALTH patient Portal, a safe and secure innovative health, engagement solution that empowers patients to take a more active role In managing their healthcare needs. You can use it following your visit` in the privacy of your own home, 24 hours a day.

Wit„ MYHEALTH. o
a Win:

Privately view most lab and imaging results online
Access health records to share with your other doctors
Conveniently pay your hospital bills on- line
It is fast and easy to enrorl Go to www. pvhmc. org
Uption I, F- 01a11Invitation
During registration, you were asked about your interest iri the MYHEALTH patient portal. If you provided your email address an invitation has already been sent to you.

Follow the email instructions to enrolh
Option 2: Self Enrollment
Click on Patient Portal, click on MYHEALTH New Patient Portal Sign -UPI You will need: Your Social Security Number,
MYHEALTH is dedicated to helpinglmprove your overall health care experience by providing convenient streamlined resources to help you better manage your health records. If you would like to access this information Via an app of your choosing, the form To request an app is located in the patient portal after you have enrolled. login and click on Health and Wellness Apps, complete the API Request Form and click on Send Message. We will work with the appropriate vendors to determine if they meet all the technical requirements in order to establish connection. You will receive an email response following our investigation.

If you have any questions or concerns regarding the accuracy of the information contained within MYHEALTH, please contact MYHEALTH content support at 909- 865- 999S.

To obtain a complete copy of your medical record please contact the Health Information Management department at 909. 865. 9142.

Visit Care Summaries
The visit care summaries available in the MyHealth patient portal provides key information regarding specific visits.

Report Request ID: Page 11 of 15 Print DateMme: 9/ 3/ 2024 15: 35 PDT 41 of 58 Page 77 – 196
Pomona Valley Hospital Medical Center
1798 N Gerey Ave
Pomona, CA 91767-2918
Patient: Corcoran, Travis Mitchell
MRN:

Male Admitting: Sandhu MD, Gary
Medical Service: Medical Surgical Attending: Sandhu MD, Gary I
Dhschefg l _Transibir Documentation
a Encounter Details
ReaSon for Visit
Allergies, Adverse Reactions, Marts
Assessment and Plan
Immunizations
Medications
Problem List
Procedures
Results
Vital Signs
Goals
Reason for Referral
Heath Concerns
To print the visit summary from MyHealth, follow the process below:

1. MyHealth can be accessed in two ways
a. Pomona Valley Hospital Medical Cshr ( 0VHMQ webste www. pvhmc. org Un
the top right comer,.,,select Patient Portal. P.

The log in pagq1or MyHealth will appear. Log in using either an email address or username and password. b.

Another way tolog: inIs the ditlink to the MyHealth website, which will take you directly to the. ports , `https, 1jm buIthp- YhmrJqheaIth. rpm2. Once logged in, select Health Record. 3. Select
Visit Care Summaries. 4. A
list of visit dates will display. The option to filter by date range Is available or scroll down to view all visit dates. 5. Select
Download for the applicable date of service. 6. Select
Download Viewable. ZIf
prompted, select Open. 8. Select
Print. Report Request
10: 111813090 Page of 16 Print Date/ Time: 913/2024 15:35 PDT 42 of 58 Page 78 – 196
Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona, CA 91767- 2916
Patient: Corcoran, Travis Mitchell
MRN:

Male Admitting: Sandhu MD,Gary
Medical Service: Medical Surgical Attending: Sandhu MD,Gary Dlsci ansferpocumentadon E
We care aboutyour mental health:

For assistance with referral to treatment, contact our Navigator Jennifer Curlowlez at 747. 228. 2724 For assistance with Substance Use, contract our Substance Use Navigator Sherrie Cisneros at 909- 865- 9501 X3324 get help right away H+
You feel out of control.

You or others notice warning signs of sulcide such as:
e Increased use of drugs or alcohol
Expressing feelings of not having a purpose in life, being trapped, guilty, anxious and agitdted, or hopeless.

Withdrawing from friends and family.

Showing uncontrolled anger, recklessness, and dramatic mood changes. j`'
Talking about suicide, discussing or searching for methods. if you ever feel IIke you may hurt yourself or others, or have thoughts about taking your own life, get help right away.

You can go to your nearest emergency department or call:

Your local emergency services ( 911 In the U. S.). '
A sulcide crisis helpline, such as the National Suicide Prevention Lifeline at 1- 800- 273-8255. This is open 24 hours a day.

Help Payinn Your BIII
Pomona Valley Hospital Medical Center strives to meet the health care needs of all patients who seek inpatient, outpatient and emergency services. PVHMC is committed to providing' providing access to financial assistance programs when patients are uninsured or underinsured and may need help in paying their hospital bill. These programs include government - sponsored coverage programs, including covered California and Medi-Cal presumptivp.,pligibility, along with PVHMC's own charity care and discount payment as defined in our policies. To access PVHMC' s policies ortdlscountpayment and charity care, please visit www. pvhmc.org, > Patients & Visitors > Help Paying Your Bill.

Charity Care: Financial assistance without charge is available to patients receiving medically necessary services and whose income and monetary assets are at or below 400% ofthe Federal Poverty Level.

Discounted Care: All patients are eligible for discounted care. Discounts are available to patients on a sliding scale based on family size, Income level and insurance status.

Contact us
For more information about discount payment or charity care, help getting an application, filling it out, or turning it in, please contact Business Services at 909. 865-9100.

PVHMC is committed to providing fair and transparent pricing information to all of our patients. In compliance with Price Transparency, a federally -mandated program, we have compiled a charge list with anticipated charges for health care services. Please be aware this hospital charge list is for hospital services only; physician services and other professional provider Fees are billed separately. Please visit www. pvhmc. org > Patients & Visitors > Financial and Insurance Information > Price Transparency for pricing information.

Report Request ID: Page 13 of 15 Print Date/ Time: 9/ 3/ 2024 15: 35 PD7 43 of 58 Page 79 – 196
Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona, CA 91767- 2918
Patient: Corcoran, Travis Mitchell
MRN:

Male Admitting: Sandhu MD, Gary
Medical Service: Medical 8urglcal Attending: Sandhu MD,Gary Dfschar e/Transfer Aocumenta on
The Hospital Bill Complaint Program is a state program, which reviews hospital decisions about whether you qualify for help paying your hospital bill. If you believe you were wrongly denied financial assistance, you may file a complaint with the Hospital Bill Complaint Program, Go to www. HospitalBlilComplaintProgram. hcai. ca. gav for more information and to rile a complaint.

More llgagurees
There are free consumer advocacy organizations that will help you understand the billing and paymeIlt pry, You may call the Heath Consumer Alliance at 888- 804. 3536 or go to www. healthmnsumerorg for more Information. ,,,,, If you have a disability and need an accessible alternative format for the above materials or if you speak another language, please contact Customer Service at 909-865-9100 and they can offer you an alternative format or connect you,with an interpreter for further assistance.

If you smoke, vape or use electronic cigarettes - QUIT NOW

1. Get Ready - Set a date to quit

2. Get Medicine - Talk to your doctor

3. Get Help - Call toll free 1- 877- 446- 7848
Caregivers: By quitting, you protect your loved ones from mess caused by a second hand smoke.

Report Request ID: Page 14
as
of 15 Print Date/ Time: 9/3/ 2024 15: 35 PDT Page 80 – 196 Pomona Valley Hospital Medical Center
1798 N Garay Ave
Pomona, CA 91767- 2918
Patient: Corcoran, Travis Mitchell
MRN:

Male Admitting: Sandhu MD, Gary
Medical Senrica: Medical Surgical Attending: Sandhu MD,Gary M ...................._,,,,.,,... ........... m..., m... ,_.. ,_., .._,_, .._,.,_._..,.....,..... ,,....,, Dischar® f/ransier Documentation _, ....,,.,._. m _._.,....,,_.._ _.,.,..,.._._._.._._.,__..,.., I have received this information and my questions have been answered.

Patient/ Representative Signature:

Relationship to Patient:

Patient Name: Corcoran, Travis Mitchell
Witness Signature:

Sign Line DateMme09, 03.24 15: 35 PDT
LG
Report Request ID: Page IS of 15 Print Date/ Time: 9/ 3/ 2024 15: 35 PDT 45 of 58 Page 81 – 196
EXHIBIT - AUTHORIZATION OF 9. 3. 24 FOR OSTEOPATHIC SURGERY Hint AM Page 82 – 196

OPERATION OR PROCEDURE
A.Your physicians and surgeons have recommended th `e` following operation or procedure and anesthesiaab•deerned by physician G.•r„
B. PATIENT CONSENT
Yourattendttg physician is Dr.

Your supervising pj) e, A#an or surgeon is Dr.

Dater ime:•., y./P. M. Signature:

If signett r by'other thanpatient, Indicate relationship:

Date: Time:-- A.M./ P. M.Witness Signature.

Interpreter' s Name or ID # Relationship to Patient or Organization C. PHYSICIAN DOCUMENTATION OF INFORMED CONSENT PROCESS FOR SURGERY AND BLOOD TRANSFUISSION YES WA
Risks, Benefits and Alternatives of the Pnxmdure: I have talked to the patient, or the patients authorized representative, in simple layman terms about the nature of the procedure. I have discussed with him / her the benefit(s), risk(s) and possible complications. Finally, I have presented to him / her the akernaiive treatrrrent( s). I have answered histher questions regarding the procedure. He/She has d*K) s i the procedures noted on this consent and gives h Yter nformed consent.
f Emergency Treatrnsrrt on: Pursuant to business and Prafesslons Code section 2397(c) ( 2) and ( 3), Probate Code Section 3210(b and Wellare and Institutions Code Sections 369(d) and 739(d), I am providing treatment to a patient who is riot currently competent to give consent. I have determined that the treatment listed above is immediately necessary to alleviate severe pain or to diagnose and treat conditions that could lead to serious di% Uliy orrcleath if not immediately diagnosed and treated. I will Iin•tit the scope of the treatrent to the emergent medical condition that exists without the patent's informed consent.

U Errler Bk oaf " rz nsfcrsion: t have discussed the nsk(s}, benefits) and alterna*+. to the use of blood and blood proclucis wth the patiertt: k have answered his / her questions regarding the use of blood and blood products He / she has chosen the noted procedure and gives his/ her eortsent to the transfusion, rJ Possible Elective Blaaci Transfusion tcrr Ti a6nr rtt or Schedud Sur icJ Pr> dure (PAUL GAIjiN BLOOD SAFETY ACT): In acoordanCe with the Paul Gann Blood Safety Act ( Health a ad Safety Code Section 1645), 1 have provided my patient witl7 a copy of the Calrfomia Deparhnent of Health Services iriform6tion pamphlet —A Patient's Guide to @loci Transhrsiorxs, co »cerrting the advantages, d' of directed and non -directed homo ous blood` from volunteers l hagvee' also aand b a
fits of
tin-ego
bloect' a
adequate time prior to surgeryry
for my patient, or ther person to predonate blood for transfusion purposes except where there is a &, threatening ernerger icy, tore re medical contraindications, orthe patient haswaived this right J 3 Suspertsiori of No CPR order, during procedural sedation or surgwy: I have talked with the patient, o`r' the patients authorized representative regarding the temporary suspension of their " No CPR" order. The patient or representative consents to associated temporary measures related to resuscitative efforts and agrees Uiat this does not conflict with their No CPR order. The No CPR order will be reinstated after recovery from sedation and/or anestlesia.

Special Instructions:
bW1 _ g,., ra6bn, diiacW da7affw etch Yap# kable)
D to Time Physician Name ( Printed} Physician Signature PATIENT I. D• LABEL
Corcoran Travis
SPECIAL MA¢ N'OSTIC OR THERAPEUTIC PROCEDURES

30041
0005542000e3 OriginalJJ-11
Chart Copy - Patient
j10/ 1 B)
47 of 58 II' I ii I III II III I' ll ll l l Il
CF0004

UTHdRIZATjdR AND CO T TO SURGi SPECIAL
DIAq' TIC OR THEIR UTIC PRdCE S

1. The hospital maintains person d or facilities to assist your physicians and surgeons in their performance of various surgical operations and other special diagnostic and therspeWVrocedures. These operations and procedures may all involve risks of unsuccessful results, oomplioations, injury, or even death, from both known and unforeseen causes, and no warranty or guarantee is made as to result or cure. You have the right to be informed of such risks as well as the nature of the operation or procedure, the expected benefits or effects of sL& operation or procedure, and the available alterative methods of treatment and their risks and benefits. You also have the ricc mrtt to be informed whether your physician has any independent medical research or economic interests related to time performance of the proposed operation or procedure.

Except in cases of emergency, operations or procedures: are pot rformed until you have had the opportunity to receive this information and have given your consent You hays ri rt to consent or to refuse any proposed operation or procedure at any time pdorto itsperforrmarxe.

2. Upon your authorization and Consent, the operation or procedure listed above, together with any different or further procedures which in the opinion of the supervising physician or surgeon may be indicated due to any emergency, will be performed on you. The operations or procedures will be performed by the supervising physician or surgeon named above or in the event that your physician s unable to perform or complete the procedure, a qualified substitute Supervising physician Cr surg m), together with associates ; end assistants, including aef- siok nfists, pathologists and mcidogists Eton the medical staff of Pamd) tma Valley Hospital Medical Center to wham the supervising physician or surgeon may assign designated respordbililies. The persons in aftendance for the purpose of performing specialized medical services such as anesthesia, radiology or pathology are not agerits, servants or employees ofthe hospital or your supervising physician or surgeon, They are inrdeperider> zantwactors andtimerefore areyour ads, servants or employees. 3.

Blood - Elective Prdce&res: If your physician determines that there is a reasonable possibility that you may reed a blood transfusion as a result of the surgery or procedure to which you are consenting, year phy a Clanwill inform you of this and will provide you with a brochure regarding blood transfusions, This brochure contains inforrrratlon Concerning the benefits and risks of the various options for blood transfusions, including predonation by yourself or others. You also have the right to have adequate time before your procedure toarrange for predonation, but you can waive this right lt you do not wish to wait.

You should understand that transfusions of blood or bood products involve Certain risks, including the transmission of disease such as hepatitis or Human Immunodeficierq Virus (HIV) and that you have a right to Consent or refuse consent to any transfusion. You should discuss any questions that you may have about transfusions with your physcian. If this consent pertains tothe possible administration ofa blood transfusion for an elective, scheduled procedure, your signature on this form indicates that: (1) You have received acopy of the brochure, A Patient' s Guide to Blood Trsnaksrbns, (2) You have received informationo concerningthe risks and benefits of blood transfusion and of any alternative therapies, (3 You . have had the opportunity to discuss this matter with your physician, t'rdLdng preclonation tit is an option, and (4) Subject toany special instructions listed below, you consent tosuch bk)od Wardusions as your physician may order in connection with the operation or procedure described inthis Consent form. 4.

By your signature on this form you allhodze the paffx k p'dto use his or her discretion inthe disposition or use of .ninny member, organ, or othertissue removed fromyour person during theoperation or procedure setforth above. At the discretion of a participating physician, representatives, such as vendors, are authorized tobe present as tmhriical resources related tothe products being used. Tfese, persons are riot authorized toprovide direct care. To make sure that you fully understand the operation or procedure, your physician will fully explain the operation or procedure toyou before you decide whether or not to give consent, ff you have any questions, you are encouraged and expected toask them. 7.

Year signature on this tam indicates that: (1) you have read and understood the information provided in this form; (2) the operation or procedure set forth above has been adequately explained toyou by your supervising physician or surgeon and by your anesthesiologist; (3) you have had a chance toask questions; you have received all of the information you desire ofn corning the operation or procedure, and (5) you AW—ate and Consent tothe performance ofthe operation or poceduro.

PATIENT
LU. Corcoran
Travis 09/

Chan IICopy -
Patient
II ,
041
1 DD05S4200063
48 of 58; OF0004 Page 84 – 196
EXHIBIT 7 - MEDICAL RECORDS OF 9/ 10/ 24
49 of 58 Page 85 – 196

w
41,• EtYlanatel ealth,.,
OW4V
Name: Corcoran, Travis M
Appointment
Provider
Location
Address
Duration
Reason For Visit
Birthdate:

Appointment
Tuesday, September 10 2024 at 2: 00 gm PDT
Hospital FU
Vahid Javaherian
Primary Care Covina
315 N. 3rd Ave
Ste 20
Covina, CA 91723
30 minutes

HOSPITAL FU
Printed by: Travis M Corcoran on C19/ 10/ 2024 at 5: 59 am from & mar_ate Health Patient Portal Patient Portal
50 of 58 Page 86 – 196
EXHIBIT 8 - MEDICAL. BILLINGS FROM 7/ 15/ 24 TO 7/ 18/ 24 ( Emergency through initial stay) 51 of 58 Page 87 – 196
Pomona Valley Hospital Medical Center
PO Box 741532
Los Angeles, CA 900741532
Provider: PVHMC
Provider Tax ID #: 951115230
Pt Name: " Travis Mitchell Corcoran
Statement
Detail for: IP Inpatient PVH 07/ 16/ 2024 — 07/ 18/ 2024 Continued)
Date

CHARGES
07/ 15/ 2024
07/15/2024
07/15/2024
07/ 15/ 2024
07/ 15/ 2024
07/ 16/ 2024
07/16/2024
07/ 16/2024
07/ 16/ 2024
07/16/2024
07/ 16/ 2024
07/ 16/ 2024
07/ 16/2024
07/ 16/2024
07/ 16/ 2024
07/ 16/ 2024
07/ 16/2024
07/ 16/2024
07/ 16/ 2024
07/ 16/ 2024
07/ 16/ 2024
07/ 16/ 2024
07/ 16/ 2024
Rev Cd Svc Cd Description Q_ Amount ($)
259 96365 IV Infusion Initial IVPB 1 719.00
301 82553 CKMB 1 887.00
949 96375 IV Push Sequential Ea New Med 2 1, 024.00
459 99285 Trauma Evaluation 1 6,570. 00
450 Z7502 Critical Care in ED 1 4,641. 00
250 J0690 Cefazolin/ D5W 0. 5Gm Inj 1 44. 50
250 90715 Dipth/Tet/Acell Pert Adult Syringe 1 882. 00
250 J3010 Fentanyl 100mcg Inj 2 88. 95
250 J2405 Ondansetron 1mG 1 10. 00
305 85027 Complete Blood Count 1 530. 00
250 J1650 Enoxaparin 10mG Ini 1 55.75
250 J1953 Levetiracetam 10mG Inj 1 281. 75
257 Z7610 Acetaminophen 500Mg Po 2 10. 00
250 Cyclobenzaprine 5mG Tab 1 20.65
271 Splint 1 699.00
272 Z7610 SET 811N REG CLP N- PYRG IRR 10 2 40.00
272 Z7610 SUTURE MNCRL + 2- 0 CT1 WIN 1 1. 00
370 Z7610 MAIN OR General Anesthesia 1 2,415. 00
360 Z7506 MAIN OR Case - Level 3 1 51, 648.00
272 Z7610 SUTURE PDS2 1 CTX 361N MFL 1 1. 00
710 Z7512 MAIN PACU Rec/ Rm # 2 1 2, 897.00
450 ED Procedure 1 2, 034.00
278 C1776 STRYKER CHARGES, ACCESSORY 1 4, 384. 00
1 52 of 58 Page 88 – 196
Pomona Valley Hospital Medical Center
PO Box 741632
Los Angeles, CA 900741632
Pt Name: Travis Mitchell Corcoran
Provider: PVHMC StatementNumber:

Detail for: IP Inpatient PVH 07/ 16/ 2024 — 07/ 18/ 2024 Continued)
07/ 16/ 2024 278 C1776 STRYKER CHARGES, IMPLANTS 1 15,690.00 07/ 16/2024 305 85610 Prothrombin Time and INR 1 333.00 07/ 16/2024 250 J2270 Morphine 10mG Inj 1 42.85
07/ 16/ 2024 250 J7120 Iv Lact Ringer 1 61. 25
07/ 16/2024 250 Cyclobenzaprine 5mG Tab 1 20.65
07/ 16/2024 250 J1953 Levetiracetam 10mG Inj 1 281. 75
07/ 16/2024 301 80048 Basic Metabolic Panel 1 1, 098.00 07/ 16/2024 300 36415 Venous Blood Collection 1 64.00
07/ 16/ 2024 300 36415 Venous Blood Collection 1 64.00
07/ 16/ 2024 121 Med Surg 5 Unit 1 8, 972.00
07/ 16/ 2024 300 36415 Venous Blood Collection 1 64.00
07/ 16/ 2024. 250 Z7610 Tamsulosin 0. 4Mg Po 1 70. 70
07/ 16/ 2024 301 83735 Magnesium Level 1 448.00
07/ 16/ 2024 301 84100 Phosphorus Level 1 450. 00
07/ 16/ 2024 305 85730 Partial Thromboplastin Time 1 459. 00 07/ 16/ 2024 301 80053 Comprehensive Metabolic Panel 1 1, 233. 00 07/ 16/ 2024 301 G0480 Alcohol Level 1 751. 00
07/ 16/ 2024 250 J2270 Morphine 10mG Inj 1 42. 85
07/ 16/ 2024 305 85027 Complete Blood Count 1 530. 00
07/16/2024 301 82550 CK Reflex CKMB 1 552. 00
07/16/ 2024 250 J0690 Cefazolin/ D5W 0. 5Gm Inj 1 44.50 07/ 16/ 2024 352 74177 Ct Abd & Pelvis With Contrast 1 22, 206. 00 07/16/ 2024 350 73706 Cta Lower Ext Left 1 2,601. 00
07/ 16/ 2024 352 72125 Ct Cervical Spine Wo Contrast 1 10, 617.00 07/ 16/2024 352 71260 Ct Thorax W Contrast 1 10, 596.00 2 53 of 58 Page 89 – 196
Pomona Valley Hospital Medical Center
PO Box 741532
Los Angeles, CA 900741532
Pt Name: Travis Mitchell Corcoran
Provider: PVHMC Statement
Number;
Detail for: IP Inpatient PVH 07/ 1612024 — 07/ 18/ 2024 Continued)
07/ 16/ 2024 250 Q9967 Omnipaque 350 80 80.00
07/ 16/2024 306 87081 MRSA Surveillance Culture 1 312. 00 07/ 16/2024 302 86900 ABO/Rh Retype 1 242.00
07/ 16/ 2024 320 73590 Tibia & Fibia Left 1 898.00
07/ 16/2024 301 G0480 Alcohol Level 1 751. 00
07/ 16/2024 351 70450 Ct Head Wocont 1 8,436.00
07/ 16/ 2024 302 86901 Blood Typing Rh 1 242.00
07/ 16/2024 730 93005 Ecg 1 1, 508.00
07/ 16/ 2024 302 86900 ABO/ Rh 1 242. 00
07/ 16/2024 302 86850 Antibody Screen 1 431. 00
07/ 16/ 2024 301 83036 Hemoglobin A1c 1 450.00
07/ 16/ 2024 320 73562 Knee 3 Views Left 1 955.00
07/ 16/ 2024 320 72170 Pelvis 1 View 1 1, 049. 00
07/ 16/ 2024 250 Z7610 Oxycodone 5Mg Po 1 10. 40
07/ 16/ 2024 320 73552 Femur Left 2 Views 1 884.00
07/ 16/ 2024 302 86901 Blood Typing Rh 1 242.00
07/ 16/ 2024 250 Prevduo 1mG- 0.2mG/ mL 3mL Inj 1 427.65 07/ 16/ 2024 250 J1885 Ketorolac 15mG Inj 1 35. 25
07/ 16/ 2024 250 J0131 Acetaminophen 10mG 1 744.75
07/16/ 2024 250 Ketamine 50mG/ 5mL Syr 1 120.75
07/16/2024 250 J7120 Iv Lact Ringer 1 61. 25
07/ 16/ 2024 250 Cyclobenzaprine 5mG Tab 1 20.65
07/16/ 2024 257 Z7610 Acetaminophen 500Mg Po 2 10. 00
07/16/2024 301 82550 CK Reflex CKMB 1 652.00
07/16/2024 301 82553 CKMB 1 887.00
3 54 of 58 Page 90 – 196
Pomona Valley Hospital Medical Center
PO Box 741532
Los Angeles, CA 900741632
Provider: PVHMC
Provider Tax ID #: 951115230
Pt Name Travis Mitchell Corcoran
Statement
Detail for: IP Inpatient PVH 07/1612024 — 07/ 18/ 2024
Continued)
07/ 16/ 2024 250 J0690 Cefazolin 0. 5gm Inj 2 196.45
07/ 16/ 2024 250 J3490 Rocuronium 50mg Inj 1 118.25
07/ 16/ 2024 250 J3490 Lidocaine 2% 1 mg MPF 1 72.25
07/ 16/ 2024 320 73552 Femur Left 2 Views 1 884.00
07/ 16/ 2024 250 J2405 Ondansetron 1mG 1 10. 00
07/ 16/2024 250 J1100 Dexamethasone 1mG Inj 2 33.25
07/ 16/2024 250 J3010 Fentanyl 100mCg Inj 1 43.90
07/ 16/2024 250 J2250 Midazolam 1mG Inj 1 19.65
07/ 16/ 2024 250 J2704 Propofol 10mG Inj 2 241. 50
07/ 16/2024 250 Ketamine 50mG/5mL Syr 1 120. 75
07/ 17/ 2024 300 36415 Venous Blood Collection 1 64. 00 07/ 17/2024 300 36415 Venous Blood Collection 1 64.00
07/ 17/2024 300 36415 Venous Blood Collection 1 64.00
07/ 17/2024 121 Med Surg 5 Unit 1 8, 972.00
07/ 17/2024 300 36415 Venous Blood Collection 1 64. 00
07/ 17/ 2024 257 Z7610 Acetaminophen 500Mg Po 2 10. 00
07/ 17/2024 250 Z7610 Gabapetin 100Mg Po 1 00
07/ 17/2024 250 J0690 Cefazolin/ D5W 0. 5Gm Inj 1 44.50 07/ 17/2024 301 82553 CKMB 1 887.00
07/ 17/ 2024 301 82550 CK Reflex CKMB 1 552.00
07/ 17/ 2024 324 71045 Port Chest 1 View 1 813.00
07/ 17/ 2024 250 J1650 Enoxaparin 10mG Inj 1 55.75
07/ 17/ 2024 250 Z7610 Cyclobenzaprine 10Mg Po 1 10. 00 07/ 17/2024 250 Z7610 Gabapetin 100Mg Po 1 10.00
07/ 17/2024 250 J2270 Morphine 10mG Inj 1 42.85
4 55 of 58 Page 91 – 196
Pomona Valley Hospital Medical Center
PO Box 741532
Los Angeles, CA 900741532
Pt Name: Travis Mitchell Corcoran,
Provider: PVHMC Statement
Detail for: IP Inpatient PVH 07/16/2024 — 07/ 18/ 2024
Continued)
07/ 17/ 2024 250 J1953 Levetiracetam 10mG Inj 1 281. 75 07/ 17/ 2024 301 80048 Basic Metabolic Panel 1 1, 098.00 07/ 17/ 2024 305 85027 Complete Blood Count 1 530.00
07/ 17/ 2024 420 97162 Init eval: Mod comp 30 mins 1 808.00 07/ 17/ 2024 257 Z7610 Aspirin 81 Mg Po 1 10.00
07/ 17/ 2024 420 X3908 Gait Training Each 15 Mins 1 431. 00 07/ 17/ 2024 250 Z7610 Cyclobenzaprine 10Mg Po 1 10.00
07/ 17/ 2024 257 Z7610 Acetaminophen 500Mg Po 2 10.00
07/17/2024 305 85027 Complete Blood Count 1 530. 00
07/ 17/ 2024 250 Z7610 Tamsulosin 0. 4Mg Po 1 70.70
07/ 17/ 2024 250 J1953 Levetiracetam 10mG Inj 1 281. 75 07/ 17/ 2024 250 J1650 Enoxaparin 10mG Inj 1 55. 75
07/17/ 2024 250 J0690 Cefazolin/ D5W 0. 5Gm Inj 1 44.50 07/ 17/2024 257 Z7610 Acetaminophen 500Mg Po 2 10. 00
07/17/2024 301 82550 CK Reflex CKMB 1 552.00
07/17/2024 250 J2270 Morphine 10mG Inj 1 42.85
07/17/2024 301 82553 CKMB 1 887.00
07/ 17/2024 250 J2270 Morphine 10mG Inj 1 42.85
07/ 17/ 2024 250 Z7610 Cyclobenzaprine 10Mg Po 1 10. 00 07/ 17/2024 250 J7120 Iv Lact Ringer 1 61. 25
07/ 17/2024 250 Z7610 Gabapetin 100Mg Po 1 10.00
07/ 17/2024 250 J1885 Ketorolac 15mG Inj 1 35.25
07/ 17/2024 250 Lidocaine 4% Patch 3 65.75
07/ 17/2024 301 80053 Comprehensive Metabolic Panel 1 1, 233.00 07/ 17/2024 301 82330 Calcium Level Ionized 1 429. 00
5 56 of 58 Page 92 – 196
Pomona Valley Hospital Medical Center
PO Box 741632
Los Angeles, CA 900741632
Pt Name: Travis Mitchell Corcoran
Provider: PVHMC Statement
Detail for:'IP Inpatient PVH 07/ 16/ 2024 — 07/ 18/ 2024 Continued)
07/ 17/ 2024 301 83735 Magnesium Level 1 448. 00
07/ 17/ 2024 250 J0690 Cefazolin/ D5W 0. 5Gm Inj 1 44.50 07/ 17/ 2024 301 84100 Phosphorus Level 1 450.00
07/ 18/ 2024 250 Z7610 Tamsulosin 0. 4Mg Po 1 70.70
07/ 18/ 2024 301 80307 Drug Screen Urine 1 1, 146. 00
07/ 18/ 2024 250 Z7610 Cyclobenzaprine 10Mg Po 1 10. 00 07/ 18/ 2024 257 Z7610 Aspirin 81 Mg Po 1 10.00
07/ 18/ 2024 307 81003 Urinalysis with Microscopic if Indicated 1 377.00 07/ 18/ 2024 250 J2270 Morphine 10mG Inj 1 42.85
07/ 18/ 2024 250 J0690 Cefazolin/ D5W 0. 5Gm Inj 1 44.50 07/ 18/ 2024 250 J2270 Morphine 10mG Inj 1 42.85
07/ 18/2024 250 Z7610 Oxycodone 5Mg Po 1 10. 40
07/ 18/ 2024 250 J1885 Ketorolac 15mG Inj 1 35.25
07/ 18/ 2024 250 Lidocaine 4% Patch 3 65.75
07/ 18/ 2024 420 X3908 Therapeutic Activities Ea 15 Min 1 480.00 07/ 18/ 2024 420 X3908 Gait Training Each 15 Mins 1 431. 00 07/ 18/2024 250 J0690 Cefazolin/ D5W 0. 5Gm Inj 1 44.50 07/ 18/ 2024 250 Z7610 Gabapetin 100Mg Po 1 10.00
07/ 18/2024 250 J1650 Enoxaparin 10mG Inj 1 55.75
07/ 18/ 2024 250 Z7610 Oxycodone 5Mg Po 1 10.40
07/ 18/ 2024 250 J1953 Levetiracetam 10mG Inj 1 281. 75 Total Room/ Bed Charges 17,944.00
Total Other Charges 183,878. 55
Total Charges 201, 822. 65
0 57 of 58 Page 93 – 196
Pomona Valley Hospital Medical Center
PO Box 741532
Los Angeles, CA 900741532
Pt Name: Travis Mitchell Corcoran
Provider: PVHMC
Statement
Detail for: IP Inpatient PVH' 07/ 16/ 2024 — 07/ 18/2024 Continued)
Language Assistance If you need an accessible alternate format for the above material or if you need to speak another language, please contact Customer Service at 909- 865- 9100 and they can offer you an alternative format or connect you with our Interpreter Services for further assistance.

Hospital Bill Complaint Program
The Hospital Bill Complaint Program is a state program, which reviews hospital decisions about whether you qualify for help paying your hospital bill. If you believe you were wrongly denied financial assistance, you may file a complaint with the Hospital Bill Complaint Program. Go to HospitalBillComplaintProg ram. hcai. ca. gov for more information and to file a complaint.

Help Paying Your Bill
There are free consumer advocacy organizations that will help you understand the billing and payment process. You may call the Health Consumer Alliance at 888- 804- 3536 or go to healthconsumer. org for more information.
58 of 58 Page 94 – 196
PO Box 2411, Tustin, CA 92781
T: 657-622-4200 | F: 866-254-4423 | www.carlwarren.com
CA License #2607296
January 31, 2025
TO: City of San Dimas
ATTENTION: Brad McKinney
RE: Claim : Smith vs. San Dimas
Claimant : Lisa Smith
Member : City of San Dimas
Date Rec’d by Mbr : 1/29/25
Date of Event : 9/17/24
CW File Number : CJP-3047896 TV
Please allow this correspondence to acknowledge receipt of the captioned claim. Please take the following action:
• CLAIM REJECTION: Send a standard rejection letter to the claimant.

Please include a Proof of Mailing with your rejection notice to the claimant. An exemplar copy of a Proof of Mailing is attached. Please provide us with a copy of the Notice of Rejection and copy of the Proof of Mailing. If you have any questions feel free to contact the assigned adjuster or the undersigned claims specialist.

Very Truly Yours,
CARL WARREN & CO.

Timothy M. Varon
Timothy M. Varon
Claims Supervisor

anuary 29, 2025

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of February 11, 2025
From: Brad McKinney, City Manager
Prepared by: Scott Wasserman, Director of Parks & Recreation Subject: Approve a Two-Year Contract in the Amount of $12,540 with Equestrian Consultant Lori Hall-McNary to Conduct Quarterly Inspections of the San Dimas Equestrian Center and Approve a Budget Appropriation of $15,000 to Account # 001.4190.020.008.
____________________________________________________________________________

SUMMARY
Staff is requesting that City Council approve a two-year contract not to exceed $12,540 with equestrian consultant Lori Hall-McNary to conduct quarterly inspections at the San Dimas Equestrian Center and a budget appropriation of $15,000 to account # 001.4190.020.008.

RECOMMENDATION
Staff recommends that the City Council:

1. Approve the contract in the amount of $12,540 and authorize the City Manager to execute the Agreement in a form that is acceptable to the City Attorney; and

2. Appropriate $15,000 to account # 001.4190.020.008. This appropriation would cover the proposed contract with a 10% contingency. Additionally, an appropriation is necessary to cover the final payments for the agreement that was in place in the prior fiscal year when funding was appropriated within ARPA fund 101. The City committed to expending all ARPA funds by the end of the 2023-24 fiscal year, when the contract work was not completed for this agreement, the use of funds was shifted to cover public safety expenditures that would otherwise be paid from the General Fund. With no ARPA funding available to carry over to complete the prior agreement an appropriation is necessary from the General Fund to complete payment and begin the next agreement.

GOVERNMENT CODE §84308 APPLIES:
https://leginfo.legislature.ca.gov
Yes

Approve a Two-Year Contract in the Amount of $12,540 with Equestrian Consultant Lori HallMcNary to Conduct Quarterly Inspections of the San Dimas Equestrian Center Page 2 For the Meeting of February 11, 2025

FISCAL IMPACT
The fiscal impact is dependent on City Council action. The proposed contract for equestrian inspection services with Lori Hall-McNary has a two-year term and a total not-to-exceed amount of $12,540. Funding will come from General Fund reserves.

BACKGROUND
The City of San Dimas contracts with a Lease Operator to operate the seventeen-acre San Dimas Equestrian Center. The City’s Agreement with the Lease Operator stipulates that the City may conduct quarterly inspections of the facility to ensure that health and safety codes related to equine care and facility operations are followed and that the facility is operated safely.

DISCUSSION/ANALYSIS
Staff has retained the services of an equestrian consultant to conduct quarterly inspections at the facility. Consultant Lori Hall-McNary is certified by the Certified Horsemanship Association to inspect equestrian sites for hazards, maintenance standards, and to recommend best practices.

Quarterly inspections are intended to uphold basic standards for equine care and facility management. Inspections focus on a range of issues, including proper feed and hay storage; emergency/evacuation planning; reducing water leaks; the provision of fire extinguishers; pest control; manure management; barn lighting and electrical wiring; repairs to paddocks, barns and best practices for equestrian facility management. The regular inspections are conducted collaboratively with the Lease Operator, who is responsible for complying with findings of the equestrian consultant. Although the total not-to-exceed amount of the contract is $12,540 and is within the signing authority of the Parks and Recreation Director, staff has agendized this item for the City Council’s approval to promote transparency.

ALTERNATIVES
The City Council could decide not to approve the recommended contract with the equestrian consultant. In this case, staff would conduct quarterly inspections without the benefit of an equestrian expert.

ENVIRONMENTAL REVIEW
Pursuant to CEQA guidelines Section 15061 (b)(3), CEQA does not apply to this item because there is no potential for causing a significant effect on the environment. Therefore, no additional environmental review is needed at this time.

Respectfully submitted,
Scott Wasserman
Director of Parks & Recreation
Attachments:

1. DRAFT Contract Between Consultant Lori Hall-McNary and the City of San Dimas

Rev. 06/22 Page 1 of 19
Professional Service Agreement

PROFESSIONAL SERVICE AGREEMENT
This professional service agreement (“Agreement”), is made and effective as of February 11, 2025, between the City of San Dimas, a municipal corporation, and Lori Hall-McNary (“Consultant”). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:

I. TERM
This Agreement shall commence on February 11, 2025 and shall remain and continue in effect until tasks described herein are completed, but in no event later than February 11, 2027 unless sooner terminated pursuant to the provisions of this Agreement.

II. SERVICES
Consultant shall perform the tasks described and set forth in [Exhibit A], attached hereto and incorporated herein as though set forth in full. Consultant shall complete the tasks according to the schedule of performance which is also set forth in [Exhibit A]. To the extent that [Exhibit A] is a proposal from Consultant, such proposal is incorporated only for the description of the scope of services and no other terms and conditions from any such proposal shall apply to this Agreement unless specifically agreed to in writing.

III. PERFORMANCE
Consultant shall at all times faithfully, competently, and to the best of their ability, experience, and talent, perform all tasks described herein. Consultant shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing similar services as are required of Consultant hereunder in meeting its obligations under this Agreement.

IV. AGENCY REPRESENTATIVE
Agency’s Director of Parks and Recreation shall represent Agency in all matters pertaining to the administration of this Agreement, review and approve all products submitted by Consultant, but not including the authority to enlarge the Tasks to be Performed or change the compensation due to Consultant. Agency’s Director of Parks and Recreation] shall be authorized to act on Agency's behalf and to execute all necessary documents which enlarge the Tasks to be Performed or change Consultant's compensation, subject to Section V hereof.

V. PAYMENT
A. The Agency agrees to pay Consultant monthly, in accordance with the payment rates and terms and the schedule of payment as set forth in [Exhibit B], attached hereto and incorporated herein by this reference as though set forth in full, based ATTACHMENT 1

Rev. 06/22 Page 2 of 19
Professional Service Agreement
upon actual time spent on the above tasks. This amount shall not exceed Twelve Thousand Five Hundred Forty dollars ($12,540.00) for the total term of the Agreement unless additional payment is approved as provided in this Agreement.

B. Consultant shall not be compensated for any services rendered in connection with its performance of this Agreement which are in addition to those set forth herein, unless such additional services are authorized in advance and in writing by the Director of Parks and Recreation. Consultant shall be compensated for any additional services in the amounts and in the manner as agreed to by the City of San Dimas and Consultant at the time Agency's written authorization is given to Consultant for the performance of said services.

C. Consultant shall submit invoices monthly for actual services performed. Invoices shall be submitted on or about the first business day of each month, or as soon thereafter as practical, for services provided in the previous month. Payment shall be made within thirty (30) days of receipt of each invoice as to all nondisputed fees. If the Agency disputes any of Consultant's fees, it shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth on the invoice. Any final payment under this Agreement shall be made within forty-five (45) days of receipt of an invoice therefore.

VI. TERMINATION OF AGREEMENT
A. Except as otherwise provided herein below, Agency may terminate this Agreement, or any portion hereof, by serving written notice of termination upon the other party at least ten (10) days prior to the date of termination. Upon receipt of said notice, the Consultant shall immediately cease all work under this Agreement, unless the notice provides otherwise. If the Agency terminates a portion of this Agreement, such termination shall not make void or invalidate the remainder of this Agreement.

B. In the event this Agreement is terminated pursuant to this section, the Agency shall pay to Consultant the actual value of the work performed up to the time of termination, less any disputed amounts. Upon termination of the Agreement pursuant to this section, the Consultant will submit an invoice to the Agency as provided herein above.

VII. DEFAULT
A. Either party's failure to comply with the provisions of this Agreement shall constitute a default. In the event that either party is in default for cause under the terms of this Agreement, the affected party shall promptly notify the deficient party of such default and following such notice shall have no obligation or duty to continue compensating or providing any work after the date of default and can terminate this Agreement immediately by written notice to the other party. If such failure hereunder arises out of causes beyond either party’s control, and without fault or negligence, it shall not be considered a default.

Rev. 06/22 Page 3 of 19
Professional Service Agreement
B. If the City of San Dimas determines the Consultant is in default in the performance of any of the terms or conditions of this Agreement, Agency shall cause to be served upon the Consultant a written notice of the default. The Consultant shall have ten (10) days after service of default notice to cure the default as directed by the Agency in the notice of default. In the event the Consultant fails to cure its default within such period of time, the Agency shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.

VIII. OWNERSHIP OF DOCUMENTS
A. Consultant shall maintain complete and accurate records with respect to sales, costs, expenses, receipts, and other such information required by Agency that relate to the performance of services under this Agreement. Consultant shall maintain adequate records of services provided in sufficient detail to permit an evaluation of services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Consultant shall provide free access to the Agency at reasonable times to such books and records; shall give Agency the right to examine and audit said books and records; shall permit Agency to make transcripts or copies therefrom as necessary; and shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement.

Such records, together with supporting documents, shall be maintained for a period of three (3) years after receipt of final payment.

B. Upon completion of, or in the event of termination of this Agreement, all original documents, designs, drawings, maps, models, computer files, surveys, notes, and other documents prepared in the course of providing the services to be performed pursuant to this Agreement shall become the sole property of the Agency and may be used, reused, or otherwise disposed of by the Agency without the permission of the Consultant. With respect to computer files, Consultant shall make available to the Agency, at the Consultant's office and upon reasonable written request by the Agency, the necessary computer software and hardware for purposes of accessing, compiling, transferring, copying and/or printing computer files. Consultant hereby grants to Agency all right, title, and interest, including any copyright, in and to the documents, designs, drawings, maps, models, computer files, surveys, notes, and other documents prepared by Consultant in the course of providing the services under this Agreement.

IX. INDEMNIFICATION AND DEFENSE
A. Indemnification

Rev. 06/22 Page 4 of 19
Professional Service Agreement
To the fullest extent permitted by law, Consultant shall indemnify and hold harmless Agency and any and all of its officials, employees, agents, and/or volunteers (“Indemnified Parties”) from and against any and all losses, liabilities, damages, costs, and expenses, including attorney’s fees and costs, caused in whole or in part by the negligent or wrongful act, error or omission of Consultant, its officers, agents, employees or subconsultants (or any agency or individual that Consultant shall bear the legal liability thereof) in the performance of services under this Agreement. Consultant’s duty to indemnify and hold harmless Agency shall not extend to the Agency’s sole or active negligence or willful misconduct.

B. Duty to defend
In the event the Indemnified Parties, individually or collectively, are made a party to any action, lawsuit, or other adversarial proceeding arising from the performance of the services encompassed by this Agreement, and upon demand by Agency, Consultant shall defend the Indemnified Parties at Consultant’s cost or at Agency’s option, to reimburse Agency for its costs of defense, including reasonable attorney’s fees and costs incurred in the defense of such matters to the extent the matters arise from, relate to or are caused by Consultant’s negligent acts, errors or omissions. Payment by Agency is not a condition precedent to enforcement of this provision. In the event of any dispute between Consultant and Agency, as to whether liability arises from the sole or active negligence or willful misconduct of the Agency or its officers, employees, or agents, Consultant will be obligated to pay for Agency’s defense until such time as a final judgment has been entered adjudicating the Indemnified Parties as solely or actively negligent or to have acted with willful misconduct. Consultant will not be entitled in the absence of such a determination to any reimbursement of defense costs including but not limited to attorney’s fees, expert fees, and costs of litigation.

X. INSURANCE
Consultant shall maintain prior to the beginning of and for the duration of this Agreement insurance coverage as specified in [Exhibit C] attached herewith and incorporated herein by this reference as though set forth in full.

XI. INDEPENDENT CONTRACTOR
A. Consultant is and shall at all times remain as to the Agency a wholly independent contractor. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under Consultant's exclusive direction and control. Neither Agency nor any of its officers, employees, or agents shall have control over the conduct of Consultant or any of Consultant's officers, employees, or agents, except as set forth in this Agreement. Consultant shall not at any time or in any manner represent that it or any of its officers, employees, or agents are in any manner officers, employees, or agents of the Agency.

Rev. 06/22 Page 5 of 19
Professional Service Agreement
Consultant shall not incur or have the power to incur any debt, obligation, or liability whatever against Agency, or bind Agency in any manner.

B. No employee benefits shall be available to Consultant in connection with the performance of this Agreement. Except for the fees paid to Consultant as provided in the Agreement, Agency shall not pay salaries, wages, or other compensation to Consultant and/or its employees for performing services hereunder for Agency. Agency shall not be liable for compensation or indemnification to Consultant for injury or sickness to its employee(s) arising out of performing services hereunder.

XII. LEGAL RESPONSIBILITIES
The Consultant shall keep itself informed of local, state, and federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Consultant shall at all times observe and comply with all such laws and regulations. The Agency, and its officers and employees, shall not be liable at law or in equity occasioned by failure of the Consultant to comply with this section.

XIII. UNDUE INFLUENCE
Consultant declares and warrants that no undue influence or pressure was used against or in concert with any officer or employee of the Agency in connection with the award, terms, or implementation of this Agreement, including any method of coercion, confidential financial arrangement, or financial inducement. No officer or employee of the Agency has or will receive compensation, directly or indirectly, from Consultant, or from any officer, employee, or agent of Consultant, in connection with the award of this Agreement or any work to be conducted as a result of this Agreement. Violation of this section shall be a material breach of this Agreement entitling the Agency to any and all remedies at law or in equity.

XIV. NO BENEFIT TO ARISE TO AGENCY EMPLOYEES
During their tenure and for one year thereafter, no member, officer, or employee of Agency, or their designees or agents, and no public official who exercises authority over or responsibilities with respect to the services under this Agreement shall have any interest, direct or indirect, in any agreement or sub-agreement, or the proceeds thereof, for work to be performed in connection with the services performed under this Agreement.

XV. RELEASE OF INFORMATION/CONFLICTS OF INTEREST
A. All information gained by Consultant in performance of this Agreement shall be considered confidential and shall not be released by Consultant without Agency's prior written authorization. Consultant, its officers, employees, agents, or subconsultants, shall not without written authorization from the City of San Dimas

Rev. 06/22 Page 6 of 19
Professional Service Agreement
or unless requested by the Agency, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories, or other information concerning the work performed under this Agreement or relating to any project or property located within the Agency. Response to a subpoena or court order shall not be considered "voluntary" provided Consultant gives Agency notice of such court order or subpoena.

B. Consultant shall promptly notify Agency should Consultant, its officers, employees, agents, or subconsultants be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions, or other discovery request (“Discovery”), court order, or subpoena from any person or party regarding this Agreement and the work performed thereunder or with respect to any project or property located within the Agency, unless the Agency is a party to any lawsuit, arbitration, or administrative proceeding connected to such Discovery, or unless Consultant is prohibited by law from informing the Agency of such Discovery. Agency retains the right, but has no obligation, to represent Consultant and/or be present at any deposition, hearing, or similar proceeding as allowed by law. Unless Agency is a party to the lawsuit, arbitration, or administrative proceeding and is adverse to Consultant in such proceeding, Consultant agrees to cooperate fully with Agency and to provide the opportunity to review any response to Discovery requests provided by Consultant. However, Agency's right to review any such response does not imply or mean the right by Agency to control, direct, or rewrite said response.

XVI. NOTICES
Any notices which either party may desire to give to the other party under this Agreement must be in writing and may be given either by: (i) personal service; (ii) delivery by a reputable document delivery service (e.g., Federal Express), which provides a receipt showing date and time of delivery; or (iii) United States mail, certified mail, postage prepaid, return receipt requested, addressed to the address of the party as set forth below or at any other address as that party may later designate by notice:

To AGENCY: Scott Wasserman
245 E. Bonita Ave,
San Dimas, CA 91773
Attention: City Clerk
To CONSULTANT: Lori Hall-McNary
1019 Deodar Road
Escondido, CA 92026

Rev. 06/22 Page 7 of 19
Professional Service Agreement
XVII. ASSIGNMENT
A. Consultant shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of the Agency. Due to the personal nature of the services to be rendered pursuant to this Agreement, only Consultant shall perform the services described in this Agreement.

B. Before retaining or contracting with any subconsultant for any services under this Agreement, Consultant shall provide Agency with the identity of the proposed subconsultant, a copy of the proposed written contract between Consultant and such subconsultant which shall include an indemnity provision identical to the one provided herein identifying Agency as an indemnified party, or an incorporation of the indemnity provision provided herein, and proof that such proposed subconsultant carries insurance at least equal to that required by this Agreement or obtain a written waiver from Agency for such insurance.

C. Lori Hall-McNary may use assistants, under their direct supervision, to perform some of the services under this Agreement. Consultant shall provide Agency fourteen (14) days' notice prior to the departure of Lori Hall-McNary from Consultant's employ. Should Lori Hall-McNary] leave Consultant's employ, the Agency shall have the option to immediately terminate this Agreement, within three (3) days of the close of said notice period. Upon termination of this Agreement, Consultant's sole compensation shall be payment for actual services performed up to, and including, the date of termination or as may be otherwise agreed to in writing between the Governing Board and the Consultant.

XVIII. LICENSES
At all times during the term of this Agreement, Consultant shall have in full force and effect, all licenses required of it by law for the performance of the services described in this Agreement.

XIX. GOVERNING LAW
The Agency and Consultant understand and agree that the laws of the State of California shall govern the rights, obligations, duties, and liabilities of the parties to this Agreement and also govern the interpretation of this Agreement. Any litigation concerning this Agreement shall take place in the municipal, superior, or federal district court with jurisdiction over the Agency.

XX. ENTIRE AGREEMENT
This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, oral or written and pertaining to the subject of this Agreement or with respect to the terms and

Rev. 06/22 Page 8 of 19
Professional Service Agreement
conditions of this Agreement, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party's own independent investigation of any and all facts such party deems material.

XXI. SEVERABILITY
Any part, provision, or representation of this Agreement or any of its exhibits, including, but not limited to [Exhibit C], which is held to be invalid, void or unenforceable by a court of competent jurisdiction, shall be limited to that part, provision or representation and all other parts, provisions, or representations herein shall remain in full force and effect.

IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed the day and year first above written.

By:
(Signature)
Lori Hall-McNary
Consultant
(Title)
City of San Dimas
A Municipal Corporation
Scott Wasserman, Director of Parks and Recreation
ATTEST:

Agency Clerk

Rev. 06/22 Page 9 of 19
Professional Service Agreement
APPROVED AS TO FORM:

Agency Attorney
By:

Attachments: Exhibit A Tasks to Be Performed
Exhibit B Payment Schedule
Exhibit C Insurance Requirements

Rev. 06/22 Page 1 of 20 Design Professional Service Agreement

EXHIBIT A

TASKS TO BE PERFORMED

1. Facility Inspections - Conduct quarterly facility inspections of the entire Sycamore Canyon Equestrian Center using industry standards and best practices promulgated by the Certified Horsemanship Association (CHA).

2. Written Report - Consultant shall provide a written report summarizing all findings and recommendations from each inspection. The report shall cite specific standards promulgated by the Certified Horsemanship Association.

Areas to be covered in the report include but are not limited to:
a. Horse Safety - Evaluate if the facility meets standards established by the Los Angeles County Health Department and the California Health and Safety Code 25988 in compliance with the Lease Agreement
b. Pest Control - Evaluate the adequacy of pest control measures and recommend best practices as appropriate.
c. Hay and Feed – Evaluate the quality and storage of hay and feed.

Consultant is to take a sample of hay suitable for nutrition testing in a laboratory certified to perform this analysis. The City will pay all lab costs associated with the testing of hay and feed.
d. Wood Chips - Evaluate the use of wood chips to abate weed growth in various areas of the facility and determine if their use poses a hazard to horses. Recommend best practices and
strategies to abate weed growth in accordance with CHA
standards.
e. Horse Stalls – Inspect all horse stalls for safety hazards and recommend best practices and/or appropriate materials and specifications that should be used in their repair or construction f. Site Hazards - Identify any other hazards on site and provide guidance and standards to rectify the hazards.

Rev. 06/22 Page 2 of 20 Design Professional Service Agreement

EXHIBIT B

PAYMENT SCHEDULE
Consultant Hourly Rate= $60
Not To Exceed Amount - $12,540
Payment 1 Completion of up to eight (8) Facility Inspections $720 per visit (x 8 visits) = $5,760
a. 4 hours drive time x $60/hour= $240 (x 4 visits)
b. 8 hours inspection x $60/hour=$480 (x 4 visits)
Payment 2 Completion and Submission of Final Inspection Reports $780 per visit (x 8 visits)= $6,240
a. 8 hours x $60/hour to develop report and recommendations = $480 (x 4 visits) b. 5 hours additional consultation as needed x $60/hour = $300 (x 4 visits) Payment 3 Presentation of report and recommendations to the City of San Dimas Equestrian Commission as needed ($540)
a. 4 hours drive time x $60/hour = $240
b. 2 hours meeting preparation x $60/hour = $120
c. 3 hours for meeting x $60/hour = $180

Rev. 06/22 Page 3 of 20 Design Professional Service Agreement

EXHIBIT C

INSURANCE REQUIREMENTS
Without limiting Consultant’s indemnification of Agency, and prior to commencement of work and/or services under this Agreement, Consultant shall obtain, provide, and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to Agency.

General liability insurance. Consultant shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.

Automobile liability insurance. Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, non-owned, or rented vehicles, in an amount not less than 1,000,000 combined single limit for each accident.

Other provisions or requirements
Proof of insurance. Consultant shall provide certificates of insurance and required endorsements to Agency as evidence of the insurance coverage required herein.

Insurance certificates and endorsements must be approved by Agency’s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with Agency for the contract period and any additional length of time required thereafter. Agency reserves the right to require complete, certified copies of all required insurance policies, at any time.

Duration of coverage. Consultant shall procure and maintain for the contract period, and any additional length of time required thereafter, insurance against claims for injuries to persons or damages to property, or financial loss which may arise from or in connection with the performance of the Work hereunder by Consultant, their agents, representatives, employees, or subconsultants.

Primary/noncontributing. Coverage provided by Consultant shall be primary and any insurance or self-insurance procured or maintained by Agency shall not be required to contribute with it. The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of Agency before the

Rev. 06/22 Page 4 of 20 Design Professional Service Agreement Agency’s own insurance or self- insurance shall be called upon to protect it as a named insured.

Agency’s rights of enforcement. In the event any policy of insurance required under this Agreement does not comply with these specifications or is canceled and not replaced, Agency has the right but not the duty to obtain the insurance it deems necessary, and any premium paid by Agency will be promptly reimbursed by Consultant or Agency will withhold amounts sufficient to pay premium from Consultant payments. In the alternative, Agency may cancel this Agreement.

Acceptable insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the Agency’s Risk Manager.

Waiver of subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against Agency, its elected or appointed officers, agents, officials, employees, 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 Agency and shall require similar written express waivers and insurance clauses from each of its subconsultants.

Enforcement of contract provisions (non estoppel). Consultant acknowledges and agrees that any actual or alleged failure on the part of the Agency to inform Consultant of non-compliance with any requirement imposes no additional obligations on the Agency nor does it waive any rights hereunder.

Requirements not limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type. If the Consultant maintains higher limits than the minimums shown above, the Agency requires and shall be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Agency.

Notice of cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide the Agency with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage. If any of the Consultant’s insurers are unwilling to provide such notice, then Consultant shall have the responsibility of notifying the Agency immediately

Rev. 06/22 Page 5 of 20 Design Professional Service Agreement in the event of Consultant’s failure to renew any of the required insurance coverages, or insurer’s cancellation or non-renewal.

Additional insured status. General liability, automobile liability, and umbrella/excess liability insurance policies shall provide or be endorsed to provide that Agency and its officers, officials, employees, agents, and volunteers shall be additional insureds under such policies.

Prohibition of undisclosed coverage limitations. None of the coverages required herein will be in compliance with these requirements if they include any limiting endorsement of any kind that has not been first submitted to Agency and approved of in writing.

Separation of insureds. A severability of interests provision must apply for all additional insureds ensuring that Consultant’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the insurer’s limits of liability. The policy(ies) shall not contain any cross-liability exclusions.

Pass through clause. Consultant agrees to ensure that its subconsultants, subcontractors, and any other party who is brought onto or involved in the project/service by Consultant (hereinafter collectively “Subcontractor”), provide the same minimum insurance coverage and endorsements required of Consultant under this Agreement. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. However, in the event Consultant’s Subcontractor cannot comply with this requirement, which proof must be submitted to the Agency, Consultant may still be able to utilize the Subcontractor provided Consultant shall be required to ensure that its Subcontractor provide and maintain insurance coverage and endorsements sufficient to the specific risk of exposure involved with Subcontractor’s scope of work and services, with limits less than required of the Consultant, but in all other terms consistent with the Consultant’s requirements under this Agreement. This provision does not relieve the Consultant of its contractual obligations under the Agreement and/or limit its liability to the amount of insurance coverage provided by its subcontractors. This provision is intended solely to provide Consultant with the ability to utilize a Subcontractor who may be otherwise qualified to perform the work or services but may not carry the same insurance limits as required of the Consultant under this Agreement given the limited scope of work or services provided by the subcontractor.

Consultant agrees that upon request, all agreements with Subcontractors, and others engaged in the project and/or services, will be submitted to Agency for review.

Agency’s right to revise specifications. The Agency reserves the right at any time during the term of the contract to change the amounts and types of insurance required by giving the Consultant ninety (90) days advance written notice of such change. If such change results in substantial additional cost to the Consultant, the Agency and Consultant may renegotiate Consultant’s compensation.

Rev. 06/22 Page 6 of 20 Design Professional Service Agreement Self-insured retentions. Any self-insured retentions must be declared to and approved by Agency. Agency reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible, or require proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention through confirmation from the underwriter.

Timely notice of claims. Consultant shall give Agency prompt and timely notice of claims made or suits instituted that arise out of or result from Consultant’s performance under this Agreement, and that involve or may involve coverage under any of the required liability policies.

Additional insurance. Consultant shall also procure and maintain, at its own cost and expense, any additional kinds of insurance, which in its own judgment may be necessary for its proper protection and prosecution of the work.

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of February 11, 2025
From: Brad McKinney, City Manager
Prepared by: Yasmin Dabbous, Assistant Planner
Subject: Approve a 24-month Time Extension for the Approval of Tentative Tract Map 82422 (TTM 19-01) a Subdivision of One (1) Parcel with a Total Lot Area of 1.60 Acres into Six (6) Residential Parcels at 649 W. Gladstone Street (APN: 8392- 020-001).
____________________________________________________________________________

SUMMARY
On February 14, 2023, the City Council approved Tentative Tract Map 82422 (TTM 19-01) to subdivide one (1) parcel with a total lot area of 1.60 acres into six (6) residential parcels to construct a total of six (6) single-family residences. The approval of a Tentative Tract Map is valid for a period of 24-months.

On January 10, 2025, the Applicant submitted a letter requesting a 24-month time extension for the approval of Tentative Tract Map 82422. The time extension request is pursuant to Government Code Section 66452.11, which will extend the map’s expiration date to February 14, 2027.

RECOMMENDATION
Staff recommends the City Council approve a 24-month time extension for Tentative Tract Map 82422 (TTM 19-01).

GOVERNMENT CODE §84308 APPLIES:
https://leginfo.legislature.ca.gov
Yes

FISCAL IMPACT
The approval of the time extension will not have a fiscal impact on the City.

Time Extension Request for TTM 82422 Page 2
For the Meeting of February 11, 2025

BACKGROUND
On February 14, 2023, the City Council approved Tentative Tract Map 82422 (TTM 19-01) to subdivide one (1) parcel with a total lot area of 1.60 acres into six (6) residential parcels to construct a total of six (6) single-family residences (See Attachments 2 & 3). The parcel to be subdivided is located at 649 W. Gladstone Street (APN: 8392-020-001). The approval of a Tentative Tract Map is valid for a period of 24-months unless the Applicant requests an extension for an additional 24-month period prior to the expiration date, which would have been February 14, 2025.

On January 10, 2025, the Applicant submitted a letter requesting the City Council consider a 24- month time extension for Tentative Tract Map 82422 (See Attachment 1).

DISCUSSION/ANALYSIS
Since the approval of the original application, the Applicant was unable to have the Final Map completed as a result of project engineers requiring additional time to revise the plans to satisfy the accompanied Conditions of Approval. Therefore, the Applicant has now submitted an additional 24-month time extension request to extend the approval of Tentative Tract Map 82422.

The time extension request is pursuant to Government Code Section 66452.11, which would extend the map’s expiration date to February 14, 2027. The Applicant is requesting this additional time to comply with the conditions of approval and to process recordation of the final tract map.

On June 4, 2024, the development plans for the six (6) residential units were reviewed and conditionally approved by the Building & Safety Division. Final approval is pending several outstanding items such as Fire Department approval, demolition permits, completion of grading, school fees, etc. The current status of the plan check is ongoing due to the review of grading plans. After the plan check process is completed and all items are addressed, the Final Map will be brought before the City Council for review and approval. Therefore, the 24-month extension is warranted and will provide sufficient time to allow for the Final Map to be completed and approved, in compliance with the Conditions of Approval of TTM 82422.

ALTERNATIVE
None

ENVIRONMENTAL REVIEW
The time extension does not involve any physical changes in the environment and thus does not have the potential for causing significant impacts on the site or surrounding community. Therefore, no environmental review is required.

Respectfully submitted,
Yasmin Dabbous
Assistant Planner

Time Extension Request for TTM 82422 Page 3
For the Meeting of February 11, 2025
Attachments:

1. Applicant Extension Request Letter

2. Tentative Tract Map 82422 (TTM 19-01)

3. Resolution 2023-08

649 Gladstone LLC
1405 San Marino Ave Ste 100A
San Marino CA 91108
Jan 10th, 2025
City of San Dimas
245 E. Bonita Avenue
San Dimas, CA 91773
RE: 649 Gladstone St, San dimas
Tract Map No. 82422 Extension
To whom it may concern,
We’d like to extent our Tract Map (NO. 82422) for additional two years due to some of the plans are still in plan check. Our engineer need additional time to get the plans approved to satisfy all conditions of approval.

Your help is greatful appreciated.

Should you have any questions, Please contact me. Thank you.

Sincerely,
Jie Li/ Manager of 649 Gladstone LLC
ATTACHMENT 1

ATTACHMENT 2

RESOLUTION 2023- 08

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN DIMAS,

COUNTY OF LOS ANGELES, RECOMMENDING APPROVAL OF TENTATIVE TRACT MAP 19- 0001 ( TTM 82422), DEVELOPMENT PLAN REVIEW BOARD 19- 0026 AND TREE REMOVAL PERMIT 21- 0053, A REQUEST TO SUBDIVIDE

AN EXISTING PARCEL INTO SIX PARCELS, CONSTRUCT SIX DETACHED

SINGLE- FAMILY RESIDENCES AND REMOVE NINE PROTECTED TREES AT THE PROPERTY LOCATED AT 649 WEST GLADSTONE STREET WITHIN THE SINGLE- FAMILY AGRICULTURE 7500 ZONE (APN: 8392- 020- 001) WHEREAS, an application was filed by:

Feng Xiao
2540 Huntington Drive
San Marino, CA 91108
WHEREAS, the Project is described as:

A request to subdivide an existing parcel into six ( 6) parcels, to be associated with the construction of six ( 6) detached single- family residences and the removal of nine protected trees at the property located at 649 West Gladstone Street within the Single -Family Agriculture 7500 Zone; and
WHEREAS, the Project applies to the following described real property:
649 West Gladstone Street (APN: 8392-020- 001); and
WHEREAS, the Development Plan Review Board, at a regularly held and noticed meeting on October 277 2022, heard evidence and recommended approval of Development Plan Review Board Case No. 19- 0026 and Tree Removal Permit 21- 0053 to the Planning Commission; and WHEREAS, the review and approval of the Tentative Tract Map 19- 0001 ( TTM 82422) was not under the purview of the Development Plan Review Board and therefore took no action on the application; and
WHEREAS, the Planning Commission, at a regularly held and noticed meeting on December 157 20227 heard evidence and recommended approval of Development Plan Review Board Case No. 19- 00267 Tree Removal Permit 21- 0053 and Tentative Tract Map 19- 0001 to the City Council; and
WHEREAS, the Tentative Tract Map 19- 0001 ( TTM 82422) was submitted to all appropriate agencies as required under Section 17. 12. 030 of the of the San Dimas Municipal Code with a request for their report and recommendations; and WHEREAS, the City Council has received the report and recommendation of such agencies as have submitted information including the written report and recommendation of Staff; and
ATTACHMENT 3

Resolution 2023- 08 Page 2
Approving TTP 19- 0001, DPRB 19- 0026 and Tree Removal Permit 21- 0053 February 14, 2023
WHEREAS, notice was duly given of the public hearing on the matter and that public hearing was held on January 24, 2023 at the hour of 7: 00 p. m., with all testimony received being made a part of the public record; and
WHEREAS, the project is categorically exempt from environmental review under the California Environmental Quality Act ( CEQA) pursuant to Section 15332 ( in -Fill Projects) Class 32 of the State CEQA Guidelines.

NOW, THEREFORE, BE IT FURTHER RESOLVED that the City Council of the City of San Dimas does hereby resolve that:

Development Plan Review
A. The development of the site in accordance with the development plan is suitable for the use or development intended.

The Project consists of six ( 6) new detached single- family homes, located on land that is currently zoned for single- family residences and is surrounded on all four ( 4) sides by tracts of single- family homes. The proposed residences will maintain the feel and character of the surrounding neighborhoods. The development of the site is suitable for single- family residences, and the development has been designed to minimize any negative effects of the new homes on the surrounding neighborhoods.

B. The total development is so arranged as to avoid traffic congestion, ensure the public health, safety and general welfare, and prevent adverse effects on neighboring property.

The six ( 6) new residences have been developed to avoid traffic congestion on West Gladstone Street by taking ingress and egress off of an interior street, rather than causing traffic problems and potentially harming the health, safety and general welfare by taking ingress/ egress off of West Gladstone Street, a busy thoroughfare. In addition, as a condition of the development, the Project will also provide for a full right -turn lane from West Gladstone Street onto North Amelia Avenue and provide for new sidewalks along West Gladstone Street, North Amelia Avenue and West Ghent Street, improving the neighborhood for all residents and providing safer conditions for both vehicular traffic and pedestrians.

C. The development is consistent with all elements of the general plan and is in compliance with all applicable provisions of the zoning code and other ordinances and regulations of the City.

The Project is consistent with the General Plan Housing Element Goals, Policy HE 1. 1 , which calls for neighborhood preservation and to " Preserve the character, scale, quality and natural and environmental setting of established residential neighborhoods." The new single- family homes will match the style and character of the existing, surrounding neighborhoods and will be designed and constructed to uphold the quality typical of development in the City of San Dimas. The new residences are consistent with the General Plan land use designation of Single Family Low and meet all applicable provisions of the San Dimas Municipal Code.

Resolution 2023- 08 Page 3
Approving TTP 19- 0001, DPRB 19- 0026 and Tree Removal Permit 21- 0053 February 14, 2023
Trp-p- Rp-mnvql
D. It is reasonable to remove the trees because the continued existence at the location prevents the reasonable development of the subject property.

The nine ( 9) protected trees that are proposed for removal prevent the reasonable development of the property. The two (2) Coastal Live Oak trees are in a location where their continued existence would preclude the installation of the conditioned right- hand turn lane from West Gladstone Street onto North Amelia Avenue, which will be built by the Applicant to improve vehicle circulation. The remaining seven ( 7) protected trees and their location prevent the reasonable development of two ( 2) of the proposed lots. Therefore, removal of all nine ( 9) protected trees is warranted. As required by the City' s Tree Preservation ordinance, the Applicant will be required to plant 18 replacement canopy -type trees as part of the approval.

Tentative Tract Map
E. That the proposed Tract Map is consistent with the General Plan and the applicable Land Use Zone.

The proposed Tentative Tract Map is consistent with the City of San Dimas General Plan Land Use Designation Single Family Low, which allows a density of 3. 1 - 6 units per acre. The land use designation of Single Family Low is intended to provide for single- family detached units. The proposed Project will have a density of 3. 73 units per acre and consist of detached single- family residences.

The proposed Project and map are consistent with the General Plan as follow:

Land Use Element Goal L- 4: Plan and create an urban form that efficiently utilizes urban infrastructure and services. Plan for orderly growth rather than "leap frog" development.

Objective 4. 1: Promote future land use and development patterns which reduce costs of infrastructure construction, encourages transit to make better use of existing facilities, and achieve a good match between future growth and phasing of existing facilities or expansion of new ones.

Housing Element Goal 2: Provide adequate housing site to accommodate Regional Housing Needs.

Policy 2. 1: Provide site opportunities for development of housing that responds to diverse community needs in terms of housing type, cost and location, emphasizing locations near services and transit that promote walkability.

Policy 2. 3: Continue to encourage design consistent with the General Plan and appropriate to the community context.

The proposed Tentative Tract Map is located within a developed area where infrastructure and utilities are readily available to serve the future development. In addition, the proposed Tentative Tract Map will be compatible with the existing residential uses that surround the Project site. The proposed six (6) detached single- family residences will help San Dimas meet

Resolution 2023- 08 Page 4
Approving TTP 19- 0001, DPRB 19- 0026 and Tree Removal Permit 21- 0053 February 14, 2023
its RHNA goals and will give both San Dimas residents and prospective residents with additional housing opportunities. The design of the proposed residences have been reviewed and approval recommended by the Development Plan Review Board and will uphold the high design standards found throughout San Dimas, as well as fit into the architectural themes found in the community.

F. That the site is physically suitable for the type of development proposed.

The approximately 1. 61- acre site is adequate in size for the proposed six ( 6) residential parcels. All six (6) parcels will be developed with single- family detached residences with total proposed density of 3. 73 units per acre. The site can adequately accommodate the proposed public street, adequate vehicular and emergency vehicle access, infrastructure and all on -site and off -site improvements required of the City of San Dimas Municipal Code.

G. That the site is physically suitable for the proposed density of the development.

The site is physically suitable for the type and density of development proposed in the Tentative Tract Map. The proposed density is 3. 73 units per acres, and will be in compliance with the Land Use Designation of Single Family Low, which allows a density of 3. 1 - 6 units per acre. The proposed six ( 6) lot subdivision is surrounded by residential uses on all sides; therefore, the proposed infill development would be compatible with the existing fabric of the neighborhood and infrastructure can easily be extended to the Project site to serve the new land uses.

H. That the design of the subdivision or the proposed improvements is not likely to cause substantial environmental damage or substantially and avoidably injure wildlife or their habitat.

The subdivision design and improvements proposed in the Tentative Tract Map are not likely to cause substantial environmental damage nor substantially injure fish or wildlife or their habitat. The Project site consists of a corner market with no vegetated space, a single- family home with front and back yards and a field which is routinely mowed for brush abatement purposes. As such, it is not anticipated that the proposed Project will cause a substantial environmental injury to wildlife or their habitat.

1. That the design of the subdivision or the type of improvements are not likely to cause serious public health problems.

The subdivision design and type of improvements proposed in the Tentative Tract Map are not likely to cause serious public health problems because all development and public improvements will be performed per the requirements of all applicable standards and codes, including the zoning and building codes.

J. That the design of the subdivision or the type of improvements will not conflict with easements, acquired by the public for access through or use of property within the proposed subdivision.

No easements of record or easements established by judgment of a court of competent jurisdiction for public access across the site have been disclosed and the City does not otherwise have any constructive or actual knowledge of any such easements.

Resolution 2023-08 Page 5
Approving TTP 19- 0001, DPRB 19- 0026 and Tree Removal Permit 21- 0053 February 14, 2023
K. That the discharge of waste from the proposed subdivision into the existing sewer system will not result in a violation of existing requirements prescribed by the Regional Water Quality Control Board. Conditions are imposed to protect the public health, safety and general welfare and to implement the intent and purpose of the General Plan.

The discharge of waste into an existing sewer system from development proposed in the Tentative Tract Map will not cause a violation of existing requirements prescribed by the local water quality control board because future development must comply with County Sanitation Districts and Los Angeles County Public Works Department requirements placed on the Project at the Development Plan Design level of project review.

PURSUANT TO THE ABOVE FINDINGS, BE IT FURTHER RESOLVED that the City Council of the City of San Dimas does hereby approve Tentative Tract Map 19- 0001 ( TTM 82422), Development Plan Review Board Case No. 19- 0026 and Tree Removal Permit 21- 0053, subject to the Applicant' s compliance with the Conditions of Approval in " Exhibit A", attached hereto and incorporated herein. A copy of this Resolution shall be mailed to the applicant.

PASSED, APPROVED and ADOPTED, this 14' day of February, 2023.

AA.,
Emmett G. Badar, Mayor
ATTEST:

Debra Black, City Clerk
I, Debra Black, City Clerk, hereby certify that Resolution 2023- 08 was adopted by the City Council of San Dimas at its regular meeting of February 14', 2023 by the following vote:

AYES: Badar, Ebiner, Nakano, Vienna, Weber
NOES: None
ABSENT: None
ABSTAIN: None
mo& e4
Debra Black, City Clerk

Resolution 2023- 08 Page 6
Approving TTP 19- 0001, DPRB 19- 0026 and Tree Removal Permit 21- 0053 February 14, 2023
Exhibit A
Conditions of Approval for
Tentative Tract Map 19- 0001 ( TTM 82422), Development Plan Review Board 19- 0026 and Tree Removal Permit 21- 0053
ACCELA PROJ- 19- 0056
4 A request to subdivide an existing parcel into six (6) parcels, to be associated with the construction of six (6) detached single-family residences and the removal of nine protected trees at the property located at 649 West Gladstone Street within the Single -Family Agriculture 7500 Zone (APN: 8392- 020- 001).

PLANNING DIVISION - ( 909) 394-6250

1. The Applicant/ Developer shall agree to defend at his sole expense any action brought against the City, its agents, officers or employees because of the issuance of such approval, or in the alternative, to relinquish such approval. The applicant shall reimburse the City, its agents, officers or employees for any Court costs and attorney' s fees which the City, its agents, officers or employees may be required by a court to pay as a result of such action.

The City may, at its sole discretion, participate at its own expense in the defense of any such action but such participation shall not relieve applicant of his obligations under this condition.

2. The Applicant/ Developer shall be responsible for any City Attorney costs incurred by the City for the project, including, but not limited to, consultations, and the preparation and/ or review of legal documents. The applicant shall deposit funds with the City to cover these costs in an amount to be determined by the City.

3. Copies of the DPRB Conditions of Approval shall be included on the plans (full size). The sheet(s) are for information only to all parties involved in the construction/grading activities and are not required to be wet sealed/ stamped by a licensed Engineer/ Architect.

4. The Applicant/ Developer shall comply with all requirements of the SF- 7500 zone.

5. All Conditions are final unless appealed to the City Council within 14 days of the issuance of the Conditions in accordance with the provisions of Chapter 18. 212 of the San Dimas Zoning Code.

6. The building permits for this project must be issued within one year from the date of approval or the approval will become invalid. A time extension may be granted under the provisions set forth in Chapter 18. 12. 070 F.

7. The Applicant/Developer shall sign an affidavit accepting all Conditions and all Standard Conditions before issuance of building permits.

8. All parking provided shall meet the requirements of Section 18. 156 ( et. seq.) of the San Dimas Municipal Code.

Resolution 2023- 08 Page 7
Approving TTP 19- 0001, DPRB 19- 0026 and Tree Removal Permit 21- 0053 February 14, 2023

9. The Applicant/ Developer shall comply with all City of San Dimas Business License requirements and, shall provide a list of all contractors and subcontractors that are subject to business license requirements.

10. The Applicant/ Developer shall comply with all Conditions of Approval as approved by the Development Plan Review Board on October 27, 2022.

11. Graffiti shall be removed within 72 hours.

12. The entire site shall be kept free from trash and debris at all times and in no event shall trash and debris remain for more than 24 hours.

13. The Applicant/ Developer shall submit a construction access plan and schedule for the development of all lots for Directors of Community Development and Public Works approval; including, but not limited to, public notice requirements, special street posting, phone listing for community concerns, hours of construction activity, dust control measures, and security fencing.

14. Six-foot decorative block walls shall be constructed along the project perimeter. If a double wall condition would result, the Applicant/ Developer shall make a good faith effort to work with the adjoining property owners to provide a single wall. The Applicant/ Developer shall notify, by mail, all contiguous property owners at least 30 days prior to the removal of any existing walls/ fences along the project' s perimeter.

15. During grading and construction phases, the construction manager shall serve as the contact person in the event that dust or noise levels become disruptive to local residents. A sign shall be posted at the project site with the contact phone number.

16. The Applicant/Developer shall submit to the Planning Division, prior to the issuance of building permits, a detailed landscaping and automatic irrigation plans prepared by a California Licensed Landscape Professional, in addition to a $ 2, 500 deposit for review of the plans. Water efficient landscapes shall be implemented in all new landscaping in singlefamily projects, as required by Chapter 18. 14 of the San Dimas Municipal Code.

17. The Applicant/ Developer shall make the new property owner aware in writing that they will need to submit detailed landscaping and automatic irrigation plans for the rear and side yards not landscaped at part of the original development. The plans shall be prepared by a California Licensed Landscape Professional, in addition to a $ 2, 500 deposit for review of the plans, to the Planning Department. Water efficient landscapes shall be implemented in all new single- family projects, and in private development projects as required by Chapter

18. 14 of the San Dimas Municipal Code.

18. All landscaping and automatic irrigation shall be installed and functional prior to occupancy of the building( s), in accordance with the plans approved by the Planning Division.

19. The Applicant/ Developer shall show all proposed transformers on the landscape plan. All transformers shall be screened with landscape treatment such as trellis work or block walls with climbing vines or City approved substitute.

20. All slopes over three- ( 3) feet in vertical height shall be irrigated and landscaped as approved by the Planning Division.

Resolution 2023- 08 Page 8
Approving TTP 19- 0001, DPRB 19- 0026 and Tree Removal Permit 21- 0053 February 14, 2023

21. Final tree preservation plans shall be reviewed and approved by the Planning Division prior to issuance of building permits.

22. No trees shall be removed other than those indicated on the approved set of landscape plans.

23. All trees to be planted on the project site shall be a minimum of 15- gallon in size, a minimum of eight ( 8) feet with a minimum canopy span of three ( 3) feet. The height and span may be reduced for ornamental trees when approved by the Community Development Director.

24. Replacement trees, as required by the approval of TRP 21- 0053, shall be identified on the landscaping plans. The Applicant/ Developer and the landscape consultant shall work with Staff to determine which trees will be replacement trees, and on the appropriate size and species for the replacement trees.

DESIGN

25. Building architecture and site plan shall be consistent with plans presented to the Development Plan Review Board on October 27, 2022 provided that the Director of Community Development is authorized to make revisions consistent with the San Dimas Municipal Code and to facilitate improved parking lot circulation.

Plans for all exterior design features, including, but not limited to, doors, windows, mailboxes and architectural treatments, shall be submitted to the Planning Division for review and approval before issuance of building permits.

26. The lighting fixture design shall compliment the architectural program. Location and type of exterior lighting fixtures shall be submitted by the developer to the Planning Division for review and approval prior to installation

27. The Applicant/ Developer shall pour a 5' x 9' concrete pad to be used for the trash, recycling and green waste bins. The trash pad area shall be behind a fence outside of the front yard setback. Access to the trash pad shall be by a solid walkway to the curb or alley. The exact location of the trash/ recycling enclosure( s) shall be approved by the Planning Division.

28. Gas meters, backflow prevention devices and other ground -mounted mechanical or electrical equipment installed by the Applicant/ Developer shall be inconspicuously located and screened, as approved by the Director of Community Development. Location of this equipment shall be clearly noted on landscape construction documents.

29. All exterior building colors shall match the color and material board on file with the Planning Division. Any revision to the approved building colors shall be submitted to the Planning Division for review and approval.

30. The Applicant/ Developer shall underground all new utilities, and utility drops, and shall underground all existing overhead utilities to the closest power pole off -site.

Resolution 2023- 08 Page 9
Approving TTP 19- 0001, DPRB 19- 0026 and Tree Removal Permit 21- 0053 February 14, 2023
BUILDING DIVISION — (909) 394-6260

31. The plans shall be prepared in compliance with the latest adopted edition of the codes as adopted by reference by the City of San Dimas: California Green Building Standards Code, California Building Code, California Residential Code, California Mechanical Code, California Plumbing Code, and California Electrical Code.

32. The Applicant/ Developer shall comply with the latest California Title 24 Energy requirements for all new lighting, insulation, photovoltaic, and mechanical equipment and submit calculations at time of initial plan review.

33. The Applicant/ Developer shall submit to the Building Division of the City of San Dimas plans to be forwarded for review by the Los Angeles County Fire Department. Plans may include access, fire sprinklers, mechanical ventilation, and any other applicable items regulated under the Fire Code.

34. Phased occupancy shall not be granted until all improvements required as part of the approval have been completed in full for each phase, and approved or finalized by the appropriate department. A phasing plan shall be submitted for approval by the Director of Community Development prior to issuance of building permits.

35. The Applicant/ Developer shall submit a Rough Grading and Precise Grading Plan for the proposed development to be reviewed and approved by the City Engineer and the Director of Community Development. Plans shall include utility locations, paving and stripping plan.

36. Prior to the issuance of any grading or building permits, the Applicant/ Developer shall submit an updated Engineering Geology/ Soils Report that includes an accurate description of the geology of the site and conclusions and recommendations regarding the effect of the geologic conditions on the proposed development and include a discussion of the expansiveness of the soils and recommended measures for foundations and slabs on grade to resist volumetric changes of the soil. This report shall also include recommendations for surcharge setback requirements in the area of ungraded slopes steeper than five horizontal to one vertical.

37. Building foundation inspections shall not be performed until a rough grading certification, survey stakes in place, and a final soils report has been filed with the City and approved. All drainage facilities must be operable.

38. Prior to the inspection of the foundation, the Applicant/ Developer shall submit a footing bottom compaction certification by a licensed soils tech.

39. Construction calculations, including lateral analysis, shall be required at the time plans are submitted for plan check.

40. Mechanical, Electrical and Plumbing plans are required to be submitted at time of initial plan submittal. Electrical schematic and load list and plumbing ( drainage, water, gas) schematics will be required before issuance of electrical or plumbing permits.

Resolution 2023- 08 Page 10
Approving TTP 19- 0001, DPRB 19- 0026 and Tree Removal Permit 21- 0053 February 14, 2023

41. Any applicable fees shall be paid to Bonita School District in compliance with Government Code Section 65995.

42. Construction hours shall be limited to between 7: 00 a. m. and 8: 00 p. m., and shall be prohibited at any time on Sundays or public holidays, per San Dimas Municipal Code Section 8. 36. 100.

43. Prior to removing existing structures on the property, the Applicant/ Developer shall obtain a Demolition Permit from the Building and Safety Division.

44. The Applicant/ Developer shall submit an Edison plan for all proposed switchgear or transformers ( if applicable) to the City for review as soon as possible.

45. The developer shall submit a Construction waste management plan in conformance with CALGreen Section 4.408.2 " Residential Mandatory Measures, Construction waste management plan"

46. Any proposed perimeter fencing shall comply with the CA State Pool Safety Act as well as the City of San Dimas Municipal Code requirements.

ENGINEERING DIVISION — (909) 394-6240

47. Residential projects of five or more units shall comply with the state Model Ordinance adopted pursuant to the California Solid Waste Reuse and Recycling Access Act of 1991 (AB341). This shall include adequate, accessible, and convenient areas for collecting and loading recyclable materials. A residential recycling program shall be implemented in coordination with the trash company. Program shall include weekly collection of recyclable material using any combination of bins or 96- gallon waste containers in sufficient numbers to contain recyclables generated each week by all units.

48. The Applicant/ Developer shall provide a signed copy of the City' s certification statement declaring that the contractor will comply with Minimum Best Management Practices ( BMPs) required by the MS4 permit for Los Angeles County as mandated by the National Pollutant Discharge Elimination System ( NPDES).

49. The Applicant/ Developer shall install sanitary sewers to serve the entire development to the specifications of the City Engineer and Los Angeles County Sewer Maintenance.

50. The Applicant/ Developer shall contact the Los Angeles County Sanitation District for a " Will Serve" Letter and obtain a permit to connect to the Los Angeles County Sanitation District sewer main.

51. The Applicant/ Developer shall contact the Los Angeles County Sanitation District for any required annexation, extension, or sewer trunk fee. Proof of payment/ clearance is required before the City will issue any sewer permit.

52. The subject development is located within an area of Special Flood Hazard as identified by the Federal Emergency Management Agency ( FEMA). The Applicant/ Developer shall meet all conditions and requirements as set forth in Title 15, Chapter 15. 60 of the San Dimas Municipal Code.

Resolution 2023- 08 Page 11
Approving TTP 19- 0001, DPRB 19- 0026 and Tree Removal Permit 21- 0053 February 14, 2023

53. The Applicant/ Developer shall provide drainage improvements to carry runoff of storm waters in the area proposed to be developed, and for contributory drainage from adjoining properties to be reviewed and approved by the City Engineer. The proposed drainage improvements shall be based on a detailed Hydrology Study conforming to the current Los Angeles County methodology. The developed flows outletting into the existing downstream system( s) from this project cannot exceed the pre- existing storm flows.

54. The Applicant/Developer shall install a Filterra treatment device on Street A to the satisfaction of the City Engineer.

55. The Applicant/ Developer shall provide sewer, drainage and reciprocal access easements for the development to the satisfaction of the City Attorney, the Public Works Director and City Engineer.

56. The Applicant/ Developer shall provide street lights, street name signs and stop signs in accordance with the standards of the City.

57. The Applicant/Developer shall provide full street improvements on all streets within the limits of the development to the satisfaction of the Public Works Director and City Engineer.

Improvements to include curbs and gutters, sidewalks, medians, and paving according to City standards, as shown in the following table:
0 0 v 0 Cl)
Cr
E
CL
D
30 ML
En
D
emOk
W1
D
C
r4L
D
CL D
90 0
M
MIL
M
rMIL
w
I
i
D X r
r
D
D
D
D
D
r+ A
Street Name r*
Gladstone Street X X X X X X
Amelia Avenue X X X X X X
Ghent Avenue X X X X X X X
Street A X X X X X X X
Notes: 1) Full street reconstruction ( 4" AC/ 6" AB min.) shall be required for the southerly half of Ghent Avenue.
2) Traffic signal modifications shall be required at the intersection of Gladstone Street and Amelia Avenue.
3) Signing and striping modifications shall be required on Gladstone Street.
4) Power poles shall be relocated as required to provide approved street cross sections

58. The Applicant/ Developer shall provide mailboxes per City of San Dimas standards. Mailbox locations are subject to the approval of the local postmaster and the City Engineer.

Resolution 2023- 08 Page 12
Approving TTP 19- 0001, DPRB 19- 0026 and Tree Removal Permit 21- 0053 February 14, 2023

59. The Applicant/ Developer shall submit water plans to be reviewed and approved by the City Engineer, Golden State Water, and the Los Angeles County Fire Department.

60. The Applicant/ Developer shall be responsible for any repairs within the limits of the development, including but not limited to streets and paving, curbs and gutters, sidewalks, and street lights as determined by the City Engineer and Public Works Director.

61. All work adjacent to or within the public right-of-way shall be subject to review and approval of the Public Works Director and the work shall be in accordance with applicable standards of the City of San Dimas; i. e. Standard Specifications for Public Works Construction (Green Book) and the California Manual of Uniform Traffic Control Devices ( CA MUTCD), and further that the construction equipment ingress and egress be controlled by a plan approved by Public Works.

62. For projects that disturb one ( 1) acre or greater of soil, or projects that disturb less than one acre but are part of a larger common plan of development that in total disturbs one or more acres, the project must obtain coverage under the General Permit for Discharges of Storm Water Associated with Construction Activity, Construction General Permit Order 2012- 0006- DWQ ( as amended by all future adopted Construction General Permits). The Construction General Permit requires the development and implementation of a Storm Water Pollution Prevention Plan ( SWPPP). Developer must submit a Notice of Intent and Waste Discharger's Identification ( WDID) number as evidence of having applied with the Construction General Permit before the City will issue a grading permit. The project proponent is ultimately responsible to comply with the requirements of Order No. 2012- 0006- DWQ, however, the City shall have the authority to enter the project site, review the project SWPPP, and require modifications and subsequent implementations to the SWPPP in order to prevent polluted runoff from leaving the project site onto public or private property.

63. For all projects subject to Low Impact Development ( LID) regulations, Applicant/ Developer must submit a site -specific drainage concept and stormwater quality plan to implement LID design principles.

64. A fully executed " Maintenance Covenant for LID Requirements" shall be recorded with the L.A. County Registrar/Recorder and submitted to the Public Works Department prior to the Certificate of Occupancy. Covenant documents shall be required to include an exhibit that details the installed treatment control devices as well as any site design or source control Best Management Practices ( BMPs) for post construction. The information to be provided on this exhibit shall include, but not be limited to:
i. 8 Y2
J) X 11" exhibits with record property owner information. ii. Types of BMPs ( i. e., site design, source control and/ or treatment control) to ensure modifications to the site are not conducted without the property owner being aware of the ramifications to BMP implementation. iii. Clear depiction of location of BMPs, especially those located below ground. iv. A matrix depicting the types of BMPs, frequency of inspection, type of maintenance required, and if proprietary BMPs, the company information to perform the necessary maintenance.
v. Calculations to support the sizing of the BMPs employed on the project shall be included in the report. These calculations shall correlate directly with the minimum treatment requirements of the current MS4 permit. In the case of

Resolution 2023-08 Page 13
Approving TTP 19- 0001, DPRB 19- 0026 and Tree Removal Permit 21- 0053 February 14, 2023
implementing infiltration BMPs, a percolation test of the affected soil shall be performed and submitted for review by the City Engineer. vi. This document shall be reviewed by and concurred with Public Works to ensure the covenant complies with the MS4 Permit.

65. Improvement plans and necessary letters of credit, cash, and/ or bonds to secure the construction of all streets, storm drains, water, and sewer shall be submitted and approved by the City Engineer, and the subdivision agreement and other required agreements approved by City Attorney, prior to the recordation of the Final Map.

66. A Final Map prepared by or under the direction of a Registered Civil Engineer or Licensed Land Surveyor must be processed through the City Engineer prior to being filed with the County Recorder.

67. All easements existing at the time of the Final Map approval must be accounted for on the approved Tentative Map. This includes the location, owner, purpose, and recording reference for all existing easements. If an easement is blanket or indeterminate in nature, a statement to that effect must be shown on the tentative map in lieu of its location.

68. Easements for storm drain purposes shall be provided on the Final Map to the satisfaction of the City Engineer, City Attorney, and the Director of Community Development.

69. All site, grading, landscape & irrigation, and street improvement plans shall be coordinated for consistency prior to the issuance of any permits.

70. A preliminary title report and guarantee is required and such document shall show all fee interest holders; all interest holders whose interest could ripen into a fee; all trust deeds, together with the name of the trustee; and all easement holders. The account for this title report should remain open until the final map is filed with the County Recorder.

71. Construction parking and material storage to be confined to the site. No construction related parking or material storage will be allowed on the surrounding streets.

72. The Applicant/ Developer shall obtain a storm drain connection permit from Los Angeles County Flood Control District prior to permit issuance.

73. The Applicant/ Developer shall dedicate access rights to Amelia Avenue from Lots 1, 2, and 3, and to Gladstone Street from Lots 3 and 4.

74. The Applicant/ Developer shall dedicate an additional 4 feet of property for street right- ofway purposes along the north side of Gladstone Street within the limits of the development.

75. The Applicant/ Developer shall dedicate an additional 2 feet of property for street right-ofway purposes along the east side of Amelia Avenue within the limits of the development.

76. The Applicant/ Developer shall dedicate an additional 30 feet of property for street right- ofway purposes along the south side of Ghent Street within the limits of the development.

Resolution 2023- 08 Page 14
Approving TTP 19- 0001, DPRB 19- 0026 and Tree Removal Permit 21- 0053 February 14, 2023

77. The Applicant/ Developer shall dedicate all street right- of-way as shown on the Tentative Tract Map.

PARKS & RECREATION — (909) 394-6230

78. The Applicant/ Developer shall provide street trees, with permanent irrigation system, along West Gladstone Street, Amelia Avenue, and the proposed new public street. The species, container size and location shall be designated by the City, as approved by the City Arborist.

79. The Applicant/ Developer shall comply with City regulations regarding payment of Park, Recreation and Open Space Development Fee per SDMC Chapter 3. 26. Fees shall be paid prior to issuance of building permits.

80. The Subdivision Applicant/ Developer shall comply with Chapter 17. 36 of the San Dimas Municipal Code regarding Park Land Dedication ( Quimby Act). The City may require fees in lieu of land or a combination thereof based on the market value of the land to be dedicated. Fees shall be paid prior to recordation.

81. The Applicant/ Developer will work with Staff from both Planning and Public Works in an effort to preserve Tree ID # 2 and # 3.

82. The Applicant/ Developer will work with Staff from Planning and Public Works to reconsider the installation of the sidewalk and the length of the proposed right- hand turn lane, subject to information to be provided through completed traffic counts, along W. Gladstone Street to aid in the possible preservation of additional trees.

END OF CONDITIONS

Agenda Item Memorandum
To: Honorable Mayor and Members of City Council
For the Meeting of February 11, 2025
From: Brad McKinney, City Manager
Prepared by: Taylor Galindo, Assistant Planner
Subject: Adopt Ordinance 1321, Approving Municipal Code Text Amendment 24-01, A request to amend Title 18- Chapter 18.38 Accessory Dwelling Units and Chapter 18.170 Electric Vehicle Charging Stations to comply with State Law updates
____________________________________________________________________________ At the regular City Council meeting on January 28, 2024, the City Council voted 5-0 to introduce Ordinance 1321 approving Municipal Code Text Amendment 24-01.

Staff and the Planning Commission recommend the City Council:
• Conduct a second reading
• Adopt Ordinance 1321, Approving Municipal Code Text Amendment 24-01.

Attachments:

1. Ordinance 1321, Approving Municipal Code Text Amendment 24-01.

ATTACHMENT 1
ORDINANCE 1321

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN DIMAS,

COUNTY OF LOS ANGELES, CALIFORNIA, APPROVING MUNICIPAL
CODE TEXT AMENDMENT 24-01, WHICH AMENDS TITLE 18 –
ZONING, CHAPTER 18.38 ACCESSORY DWELLING UNITS, AND
CHAPTER 18.170 ELECTRIC VEHICLE CHARGING STATIONS,

ALONG WITH ASSOCIATED CLEAN-UP ITEMS TO ENSURE

COMPLIANCE WITH STATE LAW AND ALIGNMENT WITH THE
INTENT OF THESE CHAPTERS.

WHEREAS, an Amendment to the San Dimas Municipal Code has been duly initiated by the City of San Dimas; and
WHEREAS, the Amendment is described as an amendment to Title 18-Zoning, Chapter 18.38 Accessory Dwelling Units, and Chapter 18.170 Electric Vehicle Charging Stations, along with associated clean-up items to ensure compliance with State Law and alignment with the intent of these chapters; and
WHEREAS, the Amendment would also revise Chapter 18.08, Definitions, to add applicable definitions and move definitions from Chapters 18.38 Accessory Dwelling Units and 18.170 Electric Vehicle Charging Stations Definitions into Chapter 18.08, Definitions; and
WHEREAS, the Amendment would affect all residentially zoned parcels of the City as applicable within Chapter 18.38 Accessory Dwelling Units, and would also affect all new electric vehicle charging stations; and
WHEREAS, on November 21, 2024, the Planning Commission approved to initiate the Municipal Code Text Amendment; and
WHEREAS, on December 19, 2024, the Planning Commission heard evidence and voted 5-0 to recommend approval of Municipal Code Text Amendment 24-01 to the City Council; and
WHEREAS, notice was duly given of the public hearing on the matter and that public hearing was held on January 28, 2025 at the hour of 7:00 p.m., with all testimony received being made a part of the public record; and
WHEREAS, all requirements of the California Environmental Quality Act have been met for the consideration of whether the project will have a significant effect on the environment. It has been determined that this action is not a project under CEQA, as there will be no direct physical or reasonably foreseeable indirect physical change to the environment.

NOW, THEREFORE, in consideration of evidence received at the City Council hearing; and or the reasons discussed by the City Council at the January 28, 2025 hearing, the City Council now finds as follows:

A. The proposed Municipal Code Text Amendment will not adversely affect adjoining property as to value, precedent or be detrimental to the area.

Ordinance 1321
Municipal Code Text Amendment 24-01

The proposed amendments would codify existing State law and help bring the City’s zoning ordinance into compliance with State Law. Municipal Code Text Amendment 24-01 would clarify existing State regulations that aim to streamline and promote the development and construction of Accessory Dwelling Units and Electric Vehicle Charging Stations.

B. The proposed Municipal Code Text Amendment will further the public health, safety and general welfare.

The proposed Municipal Code Text Amendment aims to align the City’s regulations with new State laws governing Accessory Dwelling Units and Electric Vehicle Charging stations. More specifically, the amendments to the Accessory Dwelling Unit ordinance will provide clarity, remove certain barriers, and provide flexibility for providing on-site parking. The intent of the State law regarding EVCS is to streamline the permitting proposed in an effort to provide more readily available charging stations for electric vehicles, which aids in lowering carbon emissions and improving air quality. The proposed amendments do not undermine the City’s objectives of ensuring compatibility with surrounding uses and safeguarding public health, safety, and general welfare.

C. The proposed Municipal Code Text Amendment is consistent with the General Plan and applicable Zoning.

The proposed amendments are consistent with applicable Zoning by ensuring both ADU and EVCS Chapters are in compliance with State Law. In addition, the amendments will be consistent with the following goals of the General Plan:

Housing Element
a. Goal Statement HE-2 seeks to provide opportunities for well-designed and appropriate housing that is diverse in type and location.

Affordability and tenure that meet the full spectrum of current and future housing needs in San Dimas.
b. Goal Statement HE-4 aims to assist in the development, provision, and retention of long-term affordable housing opportunities for lower—and moderate-income households, including individuals and families with special needs.

Land Use
c. Goal Statement L-3 states a goal of ensuring all portions of the City are adequately served with essential services and utilities. d. Goal statement L-4 states a goal of planning and creating an urban form that efficiently utilizes urban infrastructure and resources.

Ordinance 1321
Municipal Code Text Amendment 24-01

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN DIMAS DOES ORDAIN AS FOLLOWS:

SECTION 1. ADOPTION. Municipal Code Text Amendment 24-01 amending Chapter

18.38 Accessory Dwelling Units, and Chapter 18.170 Electric Vehicle Charging Stations, along with associated clean-up items to ensure compliance with State Law and alignment with the intent of these chapters, is hereby adopted.

SECTION 2. SEVERABILITY. If any section, subsection, subdivision, sentence, clause, phrase, or portion of this Ordinance is, for any reason, held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Ordinance. The City Council hereby declares that it would have adopted this Ordinance and each section, subsection, subdivision, sentence, clause, phrase, or portion thereof, irrespective of the fact that any one or more section, subsection, subdivision, sentence, clause, phrase, or portion thereof be declared invalid or unconstitutional.

SECTION 3. CEQA DETERMINATION. The City Council hereby finds and determines that it can be seen with certainty that there is no possibility that this ordinance may have a significant adverse effect on the environment. Thus, the adoption of this ordinance is exempt from the requirements of the California Environmental Quality Act (CEQA) pursuant to Section 1506 (b)(3) of the CEQA Guidelines.

SECTION 4. EFFECTIVE DATE AND PUBLICATION. This Ordinance shall take effect 30 days after its final passage. The City Clerk shall certify to the adoption of this Ordinance and cause the same to be posted at the duly designated posting places within the City and published once within 15 days after passage and adoption as may be required by law in a newspaper of general circulation in the City of San Dimas hereby designated for that purpose; or, in the alternative, the City Clerk may cause to be published a summary of this Ordinance and certified copy of the text of this Ordinance shall be posted in the Office of the City Clerk five days prior to the date of adoption of this Ordinance; and, within 15 days after adoption, the City Clerk shall cause to be published, the aforementioned summary and shall post a certified copy of this Ordinance, together with the vote for and against the same, in the Office of the City Clerk.

Ordinance 1321
Municipal Code Text Amendment 24-01

PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City of San Dimas this 11th day of February 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Emmett G. Badar, Mayor
ATTEST: APPROVED AS TO FORM:

Debra Black, City Clerk Jeff Malawy, City Attorney
I, DEBRA BLACK, CITY CLERK of the City of San Dimas, do hereby certify that Ordinance 1321 was introduced at a regular meeting of said City Council held on the 28th day of January, 2025, and thereafter passed, approved and adopted at a regular meeting of said City Council held on the 11th day of February, 2025.

Debra Black, City Clerk

Ordinance 1321
Municipal Code Text Amendment 24-01

Exhibit A
*New text changes are in Blue and Underlined
*Deleted text is in Red and Strikethrough
*Relocated existing text in Green and Underlined
SECTION 1. Section 18.08 is hereby amended to add the following:
§18.08.011. Accessory dwelling unit. “Accessory dwelling unit” means either an attached or detached dwelling unit which provides complete, independent living facilities for one or more persons and includes permanent provision for living, sleeping, eating, cooking, and sanitation. Such unit shall be located on the same parcel as other dwelling units and shall be located on a fixed, permanent foundation. Notwithstanding the requirement that an accessory dwelling unit must be located on a fixed, permanent foundation, this requirement shall not preclude a “manufactured home,” as defined in Section 18007 of the California Health and Safety Code, from uses as an accessory dwelling unit subject to the requirements of this chapter. §18.08.213. Electric Vehicle Charging Station (EVCS) or Charging Station. “Electric Vehicle Charging Station” or “Charging station” means any level of electric vehicle supply equipment station that is designed and built in compliance with Article 625 of the California Electrical Code, as it reads on the effective date of the ordinance codified in this chapter, and delivers electricity from a source outside an electric vehicle into a plug-in electric vehicle.
§18.08.214. Electric Vehicle Charging Station (EVCS) or Charging Station, standalone.
“Electric Vehicle Charging Station, standalone” or “Charging station, standalone” means any level of electric vehicle supply equipment station in a quantity upward of two for private for-profit standalone use.
§18.08.325. Junior Accessory Dwelling Unit.
“Junior accessory dwelling unit” means a dwelling unit created out of space entirely within an existing or proposed single-family residence, and of no more than five hundred square feet in size, which provides independent living facilities for one or more persons and includes permanent provisions for living, cooking, eating, and sleeping. For the purpose of this definition, enclosed uses within the residence, such as attached garages, are considered a part of the proposed or existing single-family residence. A junior accessory dwelling unit shall have independent exterior access. Bathroom facilities may be provided within the unit or may share bathroom facilities with the main residence. §18.08.346. Living area.
“Living area” means the interior habitable area of a dwelling unit, including basements and attics, but does not include a garage or any accessory structure.

Ordinance 1321
Municipal Code Text Amendment 24-01

§18.08.347. Livable space.
“Livable space” means a space in a dwelling intended for human habitation, including living, sleeping, eating, cooking, or sanitation.
§ 18.08.385. Multifamily dwelling.
"Multifamily dwelling" means a structure or portion thereof containing three or more dwelling units designed for the independently occupancy of three of more households.

Development types include apartments, townhomes, single-room occupancy, and residential condominiums.
§18.08.467. Qualified buyer.
“Qualified buyer” means persons or families of low income or moderate income, at that term is defined in Section 50093 of the California Health and Safety Code. §18.08.468. Qualified nonprofit corporation.
“Qualified nonprofit corporation” means a nonprofit corporation organized pursuant to Section 501(c)(3) of the Internal Revenue Code that has received a welfare exemption under Section 214.15 of the Revenue and Taxation Code for properties intended to be sold to low-income families who participate in a special no-interest program. §18.08.518. Specific, adverse impact.
“Specific, adverse impact” means a significant, quantifiable, direct, and unavoidable impact, based on objective, identified, and written public health and safety standards, policies, or conditions as they existed on the date the application was deemed complete. § 18.08.539. Two-family dwelling (duplex) unit.
"Two-family dwelling (duplex) unit" means a building containing two complete dwelling units designed for the independent occupancy of two households. A “Two-family dwelling (duplex) unit” is not a “multifamily dwelling”.

SECTION 2. Section 18.38 is hereby amended to read as follows:

CHAPTER 18.38

ACCESSORY DWELLING
UNITS
Sections:
§ 18.38.010 Purpose.
§ 18.38.015 Definitions.
§ 18.38.020 Permitted Uses.
§ 18.38.030 General Provisions
§ 18.38.040 Development standards.
§ 18.38.050 Plan review.

Ordinance 1321
Municipal Code Text Amendment 24-01

§ 18.38.060 Appeals.
§ 18.38.010. Purpose.

A. The provisions of this chapter are intended to set forth standards, in accordance with state law, for the creation or conversion of at least one accessory dwelling unit (ADU) per lot zoned single-family or multifamily use. An ADU/JADU is an accessory use and does not count toward the allowable density dwelling unit does not exceed the allowable density for the lot on which it is located.

B. The California State Legislature has identified that the need exists for new housing to shelter California's population. Creating the opportunity to provide accessory dwelling units on existing residential property addresses this need and would provide additional housing options within the community.
(Ord. 979 § 2, 1993; Ord. 1251 § 1, 2017; Ord. 1281 Exh. A, 2020) § 18.38.015. Definitions.

For the purpose of this chapter, words and terms used in this chapter shall have the meaning respectively ascribed to them set forth in Chapter 18.08 of this title.

Accessory Dwelling Unit. Either an attached or detached dwelling unit which provides complete, independent living facilities for one or more persons and includes permanent provisions for living, sleeping, eating, cooking, and sanitation. Such unit shall be located on the same parcel as other dwelling units and shall be located on a fixed, permanent foundation. Notwithstanding the requirement that an accessory dwelling unit must be located on a fixed, permanent foundation, this requirement shall not preclude a "manufactured home," as defined in Section 18007 of the California Health and Safety Code, from use as an accessory dwelling unit subject to the requirements of this chapter.

Junior Accessory Dwelling Unit. A dwelling unit created out of space entirely within an existing single-family residence, and of no more than five hundred square feet in size, which provides independent living facilities for one or more persons and includes permanent provisions for living, cooking, eating, and sleeping. A junior accessory unit shall have independent exterior access. Provisions for sanitation may be provided within the unit or may share sanitation facilities with the main residence. (Ord. 1281 Exh. A, 2020)
§ 18.38.020. Permitted uses.

A. A maximum of one accessory dwelling unit, either attached or detached, and one junior accessory dwelling (JADU) unit shall be permitted in zoning districts where singlefamily residential uses are allowed or on multiple family zoned properties which have been improved with a single-family dwelling.

B. Accessory Dwelling Units within Existing or Proposed Multifamily Structures.

Multiple accessory dwelling units are allowable within the portions of existing or proposed dwelling structures that are not used as livable space, including, but not limited to, storage rooms, boiler rooms, passageways, attics, basements, or garages, if each unit complies with state building standards for dwellings. At least one accessory dwelling unit shall be allowed within an existing or proposed multifamily structure, and up to a maximum of twenty-five percent of the existing or proposed multifamily dwelling units may be allowed in zoning districts where multifamily dwelling residential uses are permitted.

Ordinance 1321
Municipal Code Text Amendment 24-01

C. Detached Accessory Dwelling Units with Existing or Proposed Multifamily Structures. Not more than two accessory dwelling units that are located on a lot that has an existing multifamily dwelling, but are detached from the multifamily dwelling shall be allowed in zoning districts where multifamily dwelling residential uses are allowed. (Ord. 979 § 2, 1993; Ord. 1135 § 1, 2003; Ord. 1251 § 1, 2017; Ord. 1281 Exh. A, 2020) § 18.38.030. General provisions.

The following provisions shall apply to all accessory dwelling units:

A.Accessory dwelling units shall be permitted in any zone where single-family or multifamily dwelling residential uses are allowed or as part of any proposed residential development.

B.Accessory dwelling units may be rented. If rented, the rental term shall not be for less than thirty days.

C.Any legally permitted structure, or a structure constructed in the same location and to the same dimensions as a legally permitted structure, which is to be converted to an accessory dwelling unit may be converted without any additional setbacks.

D.There shall be no minimum size for accessory dwelling units which are converted from existing space, besides that which is necessary per building code standards.

E.Accessory dwelling units may not be sold separately from the main residence, unless the accessory dwelling unit or the primary dwelling was built or developed by a qualified nonprofit corporation, then the ADU can be sold or conveyed separately from the primary residence to a qualified buyer consist with Government Code Section 66341 (a)-(e).

For any accessory dwelling unit application on a single family developed property which is received on or after January 1, 2025, the owner of the subject property shall be the occupant of either the primary residence or the accessory dwelling unit, and such restriction shall be recorded on an instrument as approved by the city attorney and shall run with the land.

F. No certificate of occupancy shall be issued for an accessory dwelling unit constructed concurrently with a primary dwelling unit. The primary dwelling unit shall be completed and have first obtained a certificate of occupancy prior to issuance of a certificate of occupancy for the accessory dwelling unit.

G. Any unpermitted ADU or JADU may be permitted if they were constructed before January 1, 2020. This does not apply if the local agency makes a finding that “correcting the violation is necessary to protect the health and safety of the public or occupants of the structure”, (Gov. Code, § 66332, subd. (b)) or to a building that is deemed substandard pursuant to Health and Safety Code section 17920.3 (Gov.

Code, § 66332, subd. (c)).
(Ord. 979 § 2, 1993; Ord. 1135 § 2, 2003; Ord. 1251 § 1, 2017; Ord. 1281 Exh. A, 2020) § 18.38.040. Development standards.

The following property development standards shall apply to all accessory dwelling units:

A. Floor Area. The following floor area standards for accessory dwelling units apply:

1. Attached accessory dwelling units shall not exceed fifty percent of the existing primary dwelling or either eight hundred fifty square feet for a studio or one-bedroom unit or one thousand square feet for a multi-bedroom unit, whichever is less, provided, however, that these floor area requirements shall not preclude an accessory dwelling unit of at least eight hundred square feet from being constructed.

Ordinance 1321
Municipal Code Text Amendment 24-01

2. Detached accessory dwelling units shall not exceed eight hundred fifty square feet for a studio or one-bedroom unit or one thousand square feet for a multi-bedroom unit.

3. Junior accessory dwelling units shall not exceed five hundred square feet.

4. All newly constructed accessory dwelling units and junior accessory dwelling units have a minimum size of one hundred fifty square feet, the size of two hundred twenty square feet, the size of an efficiency unit as defined in Section 17958.1 of the California Health and Safety Code in the International Building Code of the International Code Council.

B. Lot Coverage. The lot coverage of the underlying zone shall apply provided, however, that these lot coverage limitations shall not preclude an accessory dwelling unit of at least eight hundred square feet from being constructed.

C. Minimum Yard Areas. The following minimum yard requirements apply.

1. Front Yards. The provisions of the applicable underlying zoning designation of the subject property shall apply. Accessory dwelling units that are 800 square feet or less may be located within the front yard setback area of the underlying zoning designation, if there is no other area on the parcel that can accommodate the accessory dwelling unit, as determined by the director of community development, provided that the front yard setback shall not be less than four feet.

2. Rear Yards. The minimum rear yard shall be four feet.

3. Side Yards. The minimum side yard shall be four feet.

D. Nonconforming Residential Structures. Any nonconforming zoning conditions on the subject property shall not require correction for the purposes of adding either an accessory dwelling unit or junior accessory dwelling unit.

E. Building Height. The following maximum height requirements shall apply for all accessory dwelling units:

1. Sixteen feet for a detached accessory dwelling unit on a lot with an existing or proposed single-family or multi-family dwelling unit.

2. Eighteen feet for a detached accessory dwelling unit on a lot with an existing or proposed single-family or multi-family dwelling unit that is within one-half of one-mile walking distance of a major transit stop or a high-quality transit corridor, as those terms are defined in Section 21155 of the Public Resources Code. An additional two feet (2’) in height is permitted, solely, to accommodate a roof pitch on the accessory dwelling unit that is aligned with the roof pitch of the primary dwelling unit. The provisions of the applicable underlying zoning designation of the subject property shall apply. For corner lots, the maximum height within the street-side setback shall be sixteen feet.

3. Eighteen feet for a detached accessory dwelling unit on a lot with an existing or proposed multi-family, multi-story dwelling.

4. Twenty-five feet or the height limitation in the underlying zone designation of the subject parcel shall apply, whichever is lower, for an accessory dwelling unit that is attached to a primary dwelling.

5. Accessory dwelling units shall not exceed two stories.

F. Building Separation. The minimum separation for a detached accessory dwelling unit from the primary dwelling unit shall be six feet, provided, however, that this minimum separation requirement shall not preclude an accessory dwelling unit of at least eight hundred square feet from being constructed.

G. Parking. No additional parking shall be required for an accessory dwelling unit.

Ordinance 1321
Municipal Code Text Amendment 24-01

H. Design Standards. The following design standards shall apply to all accessory dwelling units:

1. All accessory dwelling units shall be designed to architecturally match the existing or proposed residence located on the same property.

2. The entrance to an attached accessory dwelling unit shall be on a separate elevation from the main entrance of the residence. Entry to an accessory dwelling unit or junior accessory dwelling unit shall not be on the elevation of the residence or garage which is parallel to the street; however, the entrance requirements in this subsection shall not preclude the development of an 800 square foot or less accessory dwelling unit, per Government Code Section 66323, subdivision (a)(1)-(4).

3. A detached accessory dwelling unit shall have no exterior entrances on elevations where the distance to a side property line is less than fifteen feet; however, the entrance requirements in this subsection shall not preclude the development of an 800 square foot or less accessory dwelling unit, per Government Code Section 66323, subdivision (a)(1)-(4), from being constructed.

4. An accessory dwelling unit with less than a five-foot side or rear setback shall only have clerestory windows which are a minimum six feet above the floor on those sides.

5. All exterior lighting shall be shielded in a way so that no light spills onto adjacent properties.

6. All accessory dwelling units must have a minimum of one hundred square feet of usable open space on the subject property, provided, however, that the usable open space requirement shall not preclude an accessory dwelling unit of at least eight hundred square feet, that is sixteen feet in height with four-foot side and rear yard setbacks. Such open space may be fenced off to provide a separate yard for the accessory dwelling unit or be located within a yard shared with the main residence.

I. Garage Conversions. Garage conversions shall be allowed subject to the following provisions:

1. No additional setback shall be provided for an existing garage which is converted to an accessory dwelling unit. A setback of no more than four feet from side and/or rear lot lines shall be allowed for an accessory dwelling unit constructed above a garage.

2. The garage door shall be removed. The new façade shall include a minimum of one window and shall match the primary residence in regards to materials, colors and architectural elements.

3. A minimum of three feet of landscaping shall be added between the accessory dwelling unit and the driveway.

J. Interior Amenities. The following interior amenity standards shall apply for all accessory dwelling units:

1. Washer/dryer hookups shall be provided within the accessory dwelling unit.

For junior accessory dwelling units, the hookups may be provided within a shared common space within the main residence.

K. JADU Separate Entrance/Interior Access.

1. A JADU shall include a separate entrance from the main entrance to the proposed or existing single-family residence.

2. A JADU that does include a separate bathroom within the JADU and shares bathroom facilities with the main residence shall include an interior entry to the main living area.

Ordinance 1321
Municipal Code Text Amendment 24-01

K.L. Equestrian/Agricultural Property. Notwithstanding any other provisions of this chapter, accessory dwelling units shall be located in such a manner so as not to conflict with the equestrian setback standards of adjoining properties, as set forth in Chapter 18.28 and 18.112 of the San Dimas Municipal Code, to the extent physically feasible. In the event locating an accessory dwelling unit on a parcel in compliance with the setbacks required by this subsection is not physically feasible, this subsection shall not be construed to prohibit the construction of an accessory dwelling unit as described in California Government Code Section 66323(a)(1)-(4)65852.2(e)(1)(A)-(B).

L.M. Hillside Property. The grading standards of the underlying zoning designation shall apply.

M.N. Fire Sprinklers. Accessory dwelling units shall not be required to provide fire sprinklers if they are not required for the primary residence.

N.O. Solar Requirements. Newly constructed ADUs are subject to the California Energy Code requirement (excluding manufactured homes) to provide solar systems if the unit(s) is a newly constructed, detached ADU (see Title 24, Section 150.1 for exemptions). Per the California Energy Commission (CEC), the solar systems can be installed on the ADU or on the primary dwelling unit. ADUs that are constructed within existing space, or as an addition to existing homes, including detached additions where an existing detached building is converted from non-residential to residential space, are not subject to the California Energy Code requirement to provide solar systems.

O.P. Utility Connections.

1. Accessory dwelling units shall not be considered new residential uses for the purposes of calculating city and county connection fees or capacity charges for utilities, including water and sewer service, unless the accessory dwelling unit was constructed in conjunction with a new single-family residence.

2. For a junior accessory dwelling unit or an accessory dwelling unit located within the existing residence, a new or separate utility meter shall not be required and a related connection or capacity fee may not be charged, unless the accessory dwelling unit has been constructed with a new single-family dwelling.

3. When the accessory dwelling unit is attached or detached, a new or separate utility meter may be required. Any connection fee or capacity charge shall be proportionate to the burden of the proposed accessory dwelling unit based upon either its size or the number of plumbing fixtures for a water or sewer system.

4. All new accessory dwelling units within urban service areas shall connect to public wastewater systems. Outside urban service areas, sanitation facilities, plumbing, and water supply for the accessory dwelling unit, including any septic or waterless toilet systems used, shall comply with all applicable County Health Department requirements for sewage disposal and water supply.

P.Q. ADU Accessory Structures. These structures are subject to the same four-foot setback requirements as the ADU and shall count towards lot coverage. Any other accessory structure not listed in this subsection shall comply with the development standards of the underlying zone.

1. An attached or detached ADU may include an attached covered patio and/ or porch, which, if, provided, shall be integrated into the design of the ADU and shall not exceed a total combined area of one hundred square feet in size.

2. An attached or detached ADU may include an attached two-car garage, which, if provided, shall be integrated into the design of the ADU and shall not exceed 441 square feet in size, with a minimum interior area of ten feet by twenty feet per vehicle.

Ordinance 1321
Municipal Code Text Amendment 24-01

3. An attached ADU located on the second floor, or a detached two-story ADU may include a deck(s), which, if provided, shall be integrated into the design of the ADU and shall not exceed a total combined area of forty square feet in size. The deck shall not extend past the footprint of the existing building nor encroach into the required four-foot setback.
(Ord. 979 § 2, 1993; Ord. 1135 §§ 3—5, 2003; Ord. 1156 §§ 1, 2, 2006; Ord. 1251 § 1, 2017; Ord. 1281 Exh. A, 2020)
§ 18.38.050. Plan review.

The city shall act on approve or deny the building permit application for an accessory dwelling unit within sixty (60) days from the date the completed application is received if there is an existing single-family or multifamily dwelling on the lot. If a permit application to create an ADU is submitted with a permit application to create a new single-family dwelling on the parcel, the City may delay in acting on the permit application for the ADU until the City acts on the permit application to create the new single-family dwelling.

If the City denies an application for an ADU or JADU, the City shall, within the time period described, return in writing a full set of comments to the applicants with a list of items that are defective or deficient and a description of how the application can be remedied by the applicant.
(Ord. 979 § 2, 1993; Ord. 1135 § 6, 2003; Ord. 1251 § 1, 2017; Ord. 1281 Exh. A, 2020) § 18.38.060. Appeals.

Any aggrieved party may file an appeal of a decision of the development plan review board pursuant to the provisions of Chapter 18.212. Any appeal filed shall be limited to matters associated with the application of the provisions of this chapter to the accessory dwelling unit request and shall not be based on objections to approving the accessory dwelling unit as a use on property where the accessory dwelling unit is permitted. (Ord. 979 § 2, 1993; Ord. 1135 § 7, 2003; Ord. 1251 § 1, 2017)
SECTION 3. Section 3 is hereby amended to read as follows:

Chapter 18.170

ELECTRIC VEHICLE CHARGING STATIONS
Sections:
§ 18.170.010 Purpose.
§ 18.170.020 Definitions.
§ 18.170.030 Applicability.
§ 18.170.040 Development standards.
§ 18.170.050 Procedure.
§ 18.170.010 Purpose.

The intent of this chapter is to encourage the streamlined installation of electric vehicle charging stations (EVCS) in accordance with Assembly Bill 1236 and Assembly Bill 970, Government Code section 65850.7, to state law and in a manner that also achieve timely

Ordinance 1321
Municipal Code Text Amendment 24-01

and cost-effective installations of EVCS while promotinges functional site design and circulation.
§ 18.170.020 Definitions.

For the purposes of this chapter, the words and terms used in this chapter shall have the meaning ascribed to them, respectively, as set forth in Chapter 18.08 of this title. Where terms are not defined through the methods authorized by this chapter, such terms shall have their ordinary meanings such as the context implies., "electric vehicle charging station" means any level of electric vehicle supply equipment station that is designed and built in compliance with Article 625 of the California Electrical Code, as it reads on the effective date of the ordinance codified in this chapter, and delivers electricity from a source outside an electric vehicle into a plug-in electric vehicle. (Ord. 1267 (Exh. A), 2019)
§ 18.170.030 Applicability.

The standards set forth in this chapter shall apply to all the use of electric vehicle charging stations. as a for-profit commercial business and as an accessory use in industrial, commercial, and professional office developments. The standards and provisions of this chapter shall not apply to:

A. Private residential installations;
B. Private installations on commercial or industrial property that are not-for-profit; such as but not limited to a business owner installing the charging station at a private site exclusively for use by employees; and
C. Not-for-profit installations available at no fee for general public use, such as, but not limited to, installations available for public use at civic sites.

D. Stand-alone charging stations which are not an accessory use to another development. (Ord. 1267 (Exh. A), 2019)
§ 18.170.040 Development standards.

A. General. The siting and design of an electric vehicle charging station should show proper consideration for both the functional aspects of the site, such as automobile, pedestrian, and bicycle circulation, and for its visual effect upon other properties from the view of the public street.

B. Where Permitted. Subject to the provisions of this chapter, standalone electric vehicle charging stations shall be allowed as a primary use in areas of the city where service stations are permitted by right.

C. Siting/Circulation. Electric vehicle charging stations shall be sited in a manner which minimizes interference with existing operations and circulation patterns.

DC. Utilities. All new utility lines associated with the electric vehicle charging station shall be underground. Any proposed utilities associated with the electric vehicle charging station shall be subject to approval by the director of public works and director of community development.

ED. Lighting. Any new lighting provided shall match the lighting in the existing development in terms of fixture type, light output, height, color, and design. New lighting shall comply with the provisions of this chapter. Any light fixtures proposed to be removed to accommodate the installation of an electric vehicle charging station

Ordinance 1321
Municipal Code Text Amendment 24-01

shall not result in unacceptable light levels and may require replacement at the discretion of the planning division.

FE. Aesthetics.

1. Bollards. When the use of bollards is necessary to ensure the safety of the facility, bollards shall be decorative and shall be reviewed by the planning division prior to installation.

2. Painting/Screening.
a. When the charging stations are entirely self-contained, the equipment cabinets shall be painted to match the adjacent development.
b. When excess equipment is required, the equipment shall be screened within an equipment enclosure constructed of decorative masonry with a decorative cap and trellis cover in a style to match the adjacent development.

3. Stalls shall be striped white and marked with white or green only.

GF. Parking.

1. The number of required parking spaces shall be reduced by the minimum amount necessary to accommodate the electric vehicle charging station. Parking Loss Tolerances. The installation of charging stations shall only be permitted when the installation does not cause the removal of required parking beyond the following accepted loss tolerances:
a. When the required parking for the development is one hundred spaces or less, one hundred percent of the required parking must be provided or not more than one station shall be installed.
b. When the required parking for the development is one hundred one to three hundred spaces, ninety-five percent of the total required parking spaces must be provided or not more than one station shall be installed.
c. When the required parking for the development is three hundred one spaces or greater, ninety percent of the total required parking spaces must be provided or not more than one station shall be installed.
d. Electrical vehicle charging parking spaces may be counted as required parking spaces.

HG. Landscape.

1. Landscape Removal. Landscaping shall be protected in place to the greatest extent possible. If required landscaping is removed, replacement landscaping shall be installed elsewhere on-site to the extent physically possible.

2. Landscaping plans may be required to be incorporated into submittals in order to address disturbed landscape areas and additional landscaping may be required to properly screen and soften installations at the discretion of the planning division.

Landscaping shall be installed in accordance with the provisions of Chapter 18.14.

Any trees proposed for removal to accommodate the installation of an electric vehicle charging station shall be identified on the plans and subject to the provisions of Chapter 18.162.

IH. Signage. Signage shall be limited to the charging station unit and parking stalls, and only for the purpose of identifying the charger. Signage shall not be permitted on equipment cabinets or equipment enclosures. Directional or pricing signage shall not be permitted. Signage not associated with the charging station shall not be permitted.

Signage, includinge parking stall stenciling, shall be reviewed by the planning division prior to installation.

JI. Operational and Maintenance.

1. Any landscaping or other site damage caused by the installation or maintenance of the charging station and equipment shall be refurbished to the satisfaction of the development services director director of community development.

Ordinance 1321
Municipal Code Text Amendment 24-01

2. The electric vehicle charging station shall be maintained in a clean, orderly manner free from litter, weeds, graffiti, and debris.

3. Should an electric vehicle charging station fall into disrepair, be damaged, or become inoperable during the course of operation, the charging station shall be replaced or repaired as deemed appropriate by the director of community development.

34. Should the operation of the charging station cease, the charging station shall be removed and the parking lot shall be restored to its previous condition. (Ord. 1267 (Exh. A), 2019)
§ 18.170.050 Procedure.

A. Proposals which comply with the standards set forth in Section 18.170.040 may be reviewed and approved by the building official and/ or director of community development. Director of Development Services Upon the approval of a permit application, a building permit will be issued for work as described in the application.

B. If the building official makes a finding based on substantial evidence that the electric vehicle charging station could have a specific adverse impact upon the public health or safety, the City may require the applicant to apply for a use permit pursuant to the provisions of Chapter 18.200 of this title.

Proposals which deviate from the standards set forth in Section 18.170.040 are subject to review by the development plan review board. The development plan review board is granted the authority to permit deviations when it finds that the deviations result in an equal or better site design or operational layout and when the deviations do not negatively impact the public health, safety, or welfare. (Ord. 1267 (Exh. A), 2019)

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of February 11, 2025
From: Brad McKinney, City Manager
Prepared by: Scott Wasserman, Director of Parks & Recreation Subject: Commencing Proceedings for Annual Levy of Assessment for Boulevard Open Space Maintenance District
____________________________________________________________________________

SUMMARY
Adoption of Resolution Required to proceed with the preparation of Annual Report for the annual Levy of Assessment for Open Space Maintenance District No. 1, Tract 32818, Boulevard.

RECOMMENDATION
Staff recommends that City Council:
• Adopt Resolution 2025-07, Boulevard, authorizing the City Engineer to proceed with the preparation of Annual Reports for the annual Levy of Assessments for the Boulevard Open Space District.

GOVERNMENT CODE §84308 APPLIES:
https://leginfo.legislature.ca.gov
No

FISCAL IMPACT
There is no fiscal impact for the recommended action.

BACKGROUND
The Boulevard Open Space Maintenance District was formed under the provisions of the Landscape and Lighting Act of 1972, Division 15, Part 2, of the Streets and Highways Code of the State of California. The Act further establishes procedures for the annual levy of assessments

Commencing Proceedings for Annual Levy of Assessment for Boulevard Open Space Maintenance District Page 2
For the Meeting of February 11, 2025
which begins with the preparation of an Engineer’s Report. Last year the City Council filed annual assessment for Tract No.32818, Boulevard Open Space Maintenance District.

DISCUSSION/ANALYSIS
To initiate proceedings for the 2025-2026 fiscal year, staff is requesting authorization to proceed with the preparation of an Engineer’s Report for the Boulevard Open Space Maintenance District.

ALTERNATIVES
The City Council could decide not to adopt Resolution 2025-07, authorizing the City Engineer to proceed with the preparation of Annual Reports for the annual Levy of Assessments for the Boulevard Open Space District. Under this scenario, the Engineer’s Report would not be generated and the City would not have the option to increase the annual assessment.

ENVIRONMENTAL REVIEW
Pursuant to CEQA guidelines Section 15061 (b)(3), CEQA does not apply to this item because there is no potential for causing a significant effect on the environment. Therefore, no additional environmental review is needed at this time.

Respectfully submitted,
Scott Wasserman
Director of Parks & Recreation
Attachments:

1. Resolution 2025-07 Boulevard

ATTACHMENT 1
RESOLUTION 2025-07

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN DIMAS, COUNTY OF LOS

ANGELES, ORDERING THE CITY ENGINEER TO PROCEED WITH THE PREPERATION OF

A REPORT FOR THE ANNUAL LEVY OF ASSESSMENTS FOR OPEN SPACE MAINTENANCE DISTRICT NO. 1, (TRACT NO. 32818, BOULEVARD) WHEREAS, the San Dimas City Council formed “Open Space Maintenance District No. 1” under Resolution No. 77-57 pursuant to the terms and provisions of the “Landscaping and Light Act of 1972, “being Division 15, Part 2, of the Streets and Highways Code of the State of California; and
WHEREAS, said district was established for the maintenance and restoration of landscaping improvements within the city limits of the City of San Dimas; and WHEREAS, the City Council of the City of San Dimas, desires to initiate proceedings to levy annual assessments as required following the formation of said district for the annual levy of assessments for the fiscal year commencing July 1, 2025 and ending June 30, 2026.

NOW, THEREFORE, BE IT FURTHER RESOLVED that the City Council of the City of San Dimas does hereby resolve that:

SECTION 1. The referenced “Open Space Maintenance District No. 1” be continued for the maintenance and restoration of landscaping improvements as set forth in the “Report” to be presented to this City Council for consideration.

SECTION 2. There are no substantial improvements to be added to said maintenance district, nor are there any proposed changes to the boundaries of the maintenance district.

SECTION 3. The City Engineer is hereby ordered to prepare a report in accordance with Section 22565 and 22622 of said Street and Highways Code.

SECTION 4. Upon completion, said “Report” shall be filed with the City Clerk, who shall then submit the same to this City Council for its consideration pursuant to Sections 22623 and 22624 of said Streets and Highways Code.

PASSED, APPROVED AND ADOPTED this 11th day of February, 2025. __________________________________
Emmett G. Badar, Mayor
ATTEST:
_______________________________
Debra Black, City Clerk

Resolution 2025-07 Page 2
Annual Levy Assessment for Boulevard Open Space
February 4, 2025
I, Debra Black, City Clerk, hereby certify that Resolution 2025-07 was adopted by the City Council of San Dimas at its regular meeting of 11th, February, 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
______________________________
Debra Black, City Clerk

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of February 11, 2025
From: Brad McKinney, City Manager
Prepared by: Scott Wasserman, Director of Parks & Recreation Subject: Commencing Proceedings for Annual Levy of Assessment for Northwoods Open Space Maintenance District
____________________________________________________________________________

SUMMARY
Adoption of Resolution Required to proceed with the preparation of Annual Report for the annual Levy of Assessment for Open Space Maintenance District No. 1, Annexation No. 3, Tract 32841, Northwoods.

RECOMMENDATION
Staff recommends that City Council:
• Adopt Resolution 2025-08, Northwoods, authorizing the City Engineer to proceed with the preparation of Annual Reports for the annual Levy of Assessments for the Northwoods Open Space District.

GOVERNMENT CODE §84308 APPLIES:
https://leginfo.legislature.ca.gov
No

FISCAL IMPACT
There is no fiscal impact for the recommended action.

BACKGROUND
The Northwoods Open Space Maintenance District was formed under the provisions of the Landscape and Lighting Act of 1972, Division 15, Part 2, of the Streets and Highways Code of the State of California. The Act further establishes procedures for the annual levy of assessments which begins with the preparation of an Engineer’s Report. Last year the City Council filed annual

Commencing Proceedings for Annual Levy of Assessment for Northwoods Open Space Maintenance District Page 2
For the Meeting of February 11, 2025
assessment for Tract No. 32841, Northwoods Open Space Maintenance District.

On May 28, 2024, the City Council adopted Resolution 2024-36 approving no increase in the levied assessment with the removal of any additional work over and above what the current assessment can pay for to provide service in the Open Space Maintenance District No. 1, Annexation No. 3 (Tract No 32841, Northwoods).

DISCUSSION/ANALYSIS
To initiate proceedings for the 2025-2026 fiscal year, staff is requesting authorization to proceed with the preparation of an Engineer’s Report for the Northwoods Open Space Maintenance District.

ALTERNATIVES
The City Council could decide not to adopt Resolution 2025-08, authorizing the City Engineer to proceed with the preparation of the Annual Reports for the annual Levy of Assessments for the Northwoods Open Space District. Under this scenario, the Engineer’s Report would not be generated and the City would not have the option to increase the annual assessment or adjust services.

ENVIRONMENTAL REVIEW
Pursuant to CEQA guidelines Section 15061 (b)(3), CEQA does not apply to this item because there is no potential for causing a significant effect on the environment. Therefore, no additional environmental review is needed at this time.

Respectfully submitted,
Scott Wasserman
Director of Parks & Recreation
Attachments:

1. Resolution 2025-08 Northwoods

ATTACHMENT 1
RESOLUTION 2025-08

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN DIMAS, COUNTY OF LOS

ANGELES, ORDERING THE CITY ENGINEER TO PROCEED WITH THE PREPERATION OF

A REPORT FOR THE ANNUAL LEVY OF ASSESSMENTS FOR OPEN SPACE MAINTENANCE DISTRICT NO. 3, (TRACT NO. 32841, NORTHWOODS) WHEREAS, the San Dimas City Council formed “Open Space Maintenance District No. 1, Annexation No. 3” under Resolution No. 78-38 pursuant to the terms and provisions of the “Landscaping and Light Act of 1972, “being Division 15, Part 2, of the Streets and Highways Code of the State of California; and
WHEREAS, said district was established for the maintenance and restoration of landscaping improvements within the city limits of the City of San Dimas; and WHEREAS, the City Council of the City of San Dimas, desires to initiate proceedings to levy annual assessments as required following the formation of said district for the annual levy of assessments for the fiscal year commencing July 1, 2025 and ending June 30, 2026.

NOW, THEREFORE, BE IT FURTHER RESOLVED that the City Council of the City of San Dimas does hereby resolve that:

SECTION 1. The referenced “Open Space Maintenance District No. 1, Annexation No. 3” be continued for the maintenance and restoration of landscaping improvements as set forth in the “Report” to be presented to this City Council for consideration.

SECTION 2. There are no substantial improvements to be added to said maintenance district, nor are there any proposed changes to the boundaries of the maintenance district.

SECTION 3. The City Engineer is hereby ordered to prepare a report in accordance with Section 22565 and 22622 of said Street and Highways Code.

SECTION 4. Upon completion, said “Report” shall be filed with the City Clerk, who shall then submit the same to this City Council for its consideration pursuant to Sections 22623 and 22624 of said Streets and Highways Code.

PASSED, APPROVED AND ADOPTED this 11th day of February, 2025. ____________________________________
Emmett G. Badar, Mayor
ATTEST:
_______________________________
Debra Black, City Clerk

Resolution 2025-08 Page 2
Annual Levy Assessment for Northwoods Open Space
February 11, 2025
I, Debra Black, City Clerk, hereby certify that Resolution 2025-08 was adopted by the City Council of San Dimas at its regular meeting of February 11, 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
______________________________
Debra Black, City Clerk

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of February 11, 2025
From: Brad McKinney, City Manager
Prepared by: Michael O'Brien, Director of Administrative Services Subject: Approve Resolution 2025-09, Approving the First Amendment to the Memorandum of Understanding between the City and Teamsters Local 848 ____________________________________________________________________________

SUMMARY
Teamsters Local 848 desires to memorialize the change in representation of City employees from Teamsters Local 848 to Teamsters Local 911, to which the City’s labor relations representatives have no objection. To confirm this change in representation, the City and the Teamsters’ Locals request City Council approval and adoption of a First Amendment to the existing Teamsters MOU 2024-25, which formally changes the name of the representing Local from Local 848 to Local 911. Staff recommends supporting this transition, as it is a result of internal processes within the International Brotherhood of Teamsters and has no impact on the City.

RECOMMENDATION
Staff recommends that the City Council:
• Adopt Resolution 2025-09
• Approve the First Amendment to the Memorandum of Understanding between the City of San Dimas and the International Brotherhood of Teamsters Local 848, covering the period July 1, 2024, through June 30, 2025.

GOVERNMENT CODE §84308 APPLIES:
https://leginfo.legislature.ca.gov
No

FISCAL IMPACT
There is no direct fiscal impact from this MOU amendment. While there may be initial administrative costs associate with updating records, documentation, and notifying relevant parties, these costs are expected to be minimal. Any potential expenses related to this change

Proposed Local Union Name Change - Adding an Amendment to the Memorandum of Understanding between the City of San Dimas and the International Brotherhood of Teamsters Local 848 to reflect the Union Transition to Local 911 Page 2 For the Meeting of February 11, 2025
are primarily administrative in nature, with no significant long-term financial implications for the City.

BACKGROUND
Teamsters Local 848 originally organized City employees and petitioned the Public Employment Relations Board (“PERB”) for recognition as the exclusive representative for such employees on or about October 9, 2023. Under the jurisdiction of PERB, the City negotiated a settlement agreement dated January 29, 2024, with Teamsters Local 848 to voluntarily recognize Local 848 as the exclusive representative of three separate bargaining units, including the (1) General Unit, (2) Manager/Supervisor Unit, and (3) Professional Unit.

The City and Local 848 subsequently negotiated their first Memorandum of Understanding for a one-year contract covering the period July 1, 2024, to June 30, 2025, which was approved by City Council on November 12, 2024. Thereafter, Local 848 advised the City that due to an internal Teamsters reorganization that Local 911 would be taking over representation of the City’s employee bargaining units. The City has no objection.

DISCUSSION/ANALYSIS
The proposed First Amendment to the Memorandum of Understanding between the City of San Dimas and the International Brotherhood of Teamsters, Local 848, acknowledges and memorializes the change in local representation. It also meets the procedural requirements outlined in Government Code Section 3505.1. This section establishes that once a tentative agreement is reached between a public agency and a recognized employee organization, the governing body must vote to accept or reject the agreement within 30 days of the first public meeting where it is considered.

The Resolution also ratifies the November 12, 2024, adoption of the Teamsters Local 848 MOU in accordance with Section 36506 of the California Government Code requiring, in part, that the city council of a city fix the compensation of all employees by resolution.

ALTERNATIVES
Council may elect to deny the amendment.

ENVIRONMENTAL REVIEW
Pursuant to CEQA guidelines Section 15061 (b)(3), CEQA does not apply to this item because there is no potential for causing a significant effect on the environment. Therefore, no additional environmental review is needed at this time.

Respectfully submitted,

Proposed Local Union Name Change - Adding an Amendment to the Memorandum of Understanding between the City of San Dimas and the International Brotherhood of Teamsters Local 848 to reflect the Union Transition to Local 911 Page 3 For the Meeting of February 11, 2025
Michael O'Brien
Director of Administrative Services
Attachments:

1. Resolution 2025-09 Adopting First Amendment to Teamsters Local 848 MOU 2024-25

2. Teamsters MOU 2024-25 1st Amendment re-change in locals' agreement.

ATTACHMENT 1
RESOLUTION 2025-09

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN DIMAS,

COUNTY OF LOS ANGELES, APPROVING THE FIRST AMENDMENT TO THE

MEMORANDUM OF UNDERSTANDING BETWEEN THE CITY AND TEAMSTERS LOCAL 848
WHEREAS, at a public meeting on November 12, 2024, the City Council of the City of San Dimas approved the Memorandum of Understanding between the City and Teamsters Local 848 covering the period July 1, 2024 through June 30, 2025 (“Teamsters MOU 2024-25)(Exhibit A);
WHEREAS, Teamsters Local 848 subsequently thereto notified the City of a change in representation from Teamsters Local 848 to Teamsters Local 911, for City represented employees; and
WHEREAS, the City and both Teamsters Locals 848 and 911 desire to memorialize this change in representation for purposes of the existing Teamsters MOU 2024-25; and WHEREAS, it is the desire of the City Council of the City of San Dimas to approve and adopt an amendment to the Teamsters MOU 2024-25 to memorialize and confirm the change in employee organization representation and also to ratify by adoption by resolution the Teamsters MOU 2024-25;
NOW, THEREFORE, BE IT FURTHER RESOLVED that the City Council of the City of San Dimas does hereby resolve that:

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

SECTION 2. The City Council hereby ratifies the November 12, 2024 approval and adoption of the Memorandum of Understanding between the City of San Dimas and the International Brotherhood of Teamsters, Local 911 covering the period July 1, 2024 through June 30, 2025, to reflect the change in employee organization representation, a copy of which is attached hereto as Exhibit A.

SECTION 3. The City Council hereby approves and adopts the First Amendment to the Memorandum of Understanding between the City of San Dimas and the International Brotherhood of Teamsters, Local 911 covering the period July 1, 2024 through June 30, 2025, to reflect the change in employee organization representation, a signed copy of which is attached hereto as Exhibit B.

SECTION 4. The City Clerk shall certify the adoption of this resolution effective February 11th, 2025.

PASSED, APPROVED AND ADOPTED this 11th, day of February, 2025. ___________________________
Emmett G. Badar, Mayor

Resolution 2025-09 Page 2
Approving First Amendment to Teamsters Local 911 MOU 2024-25 February 11, 2025
ATTEST:
_______________________________
Debra Black, City Clerk
I, Debra Black, City Clerk, hereby certify that Resolution 2025-09 was adopted by the City Council of San Dimas at a regular meeting on February 11th, 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
______________________________
Debra Black, City Clerk

FIRST AMENDMENT TO THE

MEMORANDUM OF UNDERSTANDING BETWEEN

THE CITY OF SAN DIMAS AND THE

INTERNATIONAL BROTHERHOOD OF TEAMSTERS,
LOCAL 848,

REPRESENTING THE GENERAL EMPLOYEES,

MANAGER/SUPERVISOR EMPLOYEES AND

PROFESSIONAL EMPLOYEES BARGAINING UNITS
JULY 1, 2024 THROUGH JUNE 30, 2025
Attachment 2

FIRST AMENDMENT TO THE MEMORANDUM OF UNDERSTANDING

BETWEEN THE CITY OF SAN DIMAS AND THE INTERNATIONAL BROTHERHOOD OF TEAMSTERS, LOCAL 848, REPRESENTING THE GENERAL EMPLOYEES, MANGER/SUPERVISOR

EMPLOYEES AND PROFESSIONAL EMPLOYEES BARGAINING UNITS
EFFECTIVE JULY 1, 2024 THROUGH JUNE 30, 2025
This First Amendment to the Memorandum of Understanding between the City of San Dimas (“City”) and the International Brotherhood of Teamsters, Local 848 (“Teamsters Local 848”), effective July 1, 2024 through June 30, 2025 is made and entered into by and between the City and the International Brotherhood of Teamsters, Local 848 and Local 911.

R E C I T A L S:

WHEREAS, at a public meeting on November 12, 2024, the City Council of the City of San Dimas approved the Memorandum of Understanding between the City and Teamsters Local 848 effective July 1, 2024 through June 30, 2025 (“Teamsters MOU 2024-25); WHEREAS, Teamsters Local 848 subsequently thereto notified the City of a change in representation from Teamsters Local 848 to Teamsters Local 911, for City represented employees; and WHEREAS, this transition is a result of internal processes within the International Brotherhood of Teamsters and the City has no objection thereto; and
WHEREAS, the City and both Teamsters Locals 848 and 911 desire to memorialize this change in representation for purposes of the existing Teamsters MOU 2024-25.

NOW, THEREFORE, it is hereby acknowledged that the transition of the union representation will proceed in accordance with the applicable processes set forth by the International Brotherhood of Teamsters and that the Teamsters MOU 2024-25 is hereby amended in the following particulars effective with the execution of this First Amendment and its formal adoption by the City Council of the City of San Dimas:

1. International Brotherhood of Teamsters, Local 911, will assume the responsibility of representing employees, manager/supervisor employees and professional employees bargaining units formerly represented by International Brotherhood of Teamsters, Local 848.

2. Any and all references to Teamsters Local 848 in the previous version of the Teamsters MOU 2024-25 shall be amended and restated as Teamsters Local 911, with the latter taking on all duties, responsibilities, and authority as in accordance with the change in representation.

The authorized labor representatives of the City and of the International Brotherhood of Teamsters for both locals have jointly prepared this First Amendment to the Teamsters MOU 2024-25 and jointly presented it the City Council of the City of San Dimas for determination pursuant to Government Code Section 3505.1.

Except as expressly provided for in this First Amendment to the Teamsters MOU 2024-25, all other provisions of the Teamsters MOU 2024-25 shall remain in full force and effect. The parties also acknowledge that this First Amendment, including the changes to union representation, shall not be in full force and effect until adopted by resolution by the City Council of the City of San Dimas. Subject to the foregoing and in witness whereof, this First Amendment is hereby executed by the authorized labor representatives of the City and the International Brotherhood of Teamsters and entered into as of this 15th day of January 2025.

IT IS SO AGREED:

City of San Dimas Teamsters Local 848
By: _____________________________ By: ______________________________ Brad McKinney Jeremy Baltazar
City Manager Business Representative & Organizer
Teamsters Local 911
By: ______________________________
Carlos Rubio
President
Attest:

By: ___________________________
Debra Black, MMC
City Clerk
Approved as to form:

By: ___________________________
Jeff Malawy, Esq.

City Attorney
Jeremy Baltazar (Jan 21, 2025 12:18 PST)
Carlos Rubio (Jan 28, 2025 09:37 PST)
Jeff Malawy (Jan 28, 2025 10:07 PST)
Jeff Malawy

Jan-21-2025 18:53:28: Teamsters MOU
2024-25 1st Amendment re change in locals
(Draft 1).docx
Final Audit Report 2025-01-28
Created: 2025-01-21
By: Michael O'Brien ([email protected])
Status: Signed
Transaction ID: CBJCHBCAABAA2RhOo5NVGWso2jC91EiU-mZ_xmsijA49 "Jan-21-2025 18:53:28: Teamsters MOU 2024-25 1st Amendme nt re change in locals (Draft 1).docx" History
Document created by Michael O'Brien ([email protected]) 2025-01-21 - 6:54:32 PM GMT
Document emailed to [email protected] for signature 2025-01-21 - 7:02:29 PM GMT
Email viewed by [email protected]
2025-01-21 - 8:17:21 PM GMT
Signer [email protected] entered name at signing as Jeremy Baltazar 2025-01-21 - 8:18:04 PM GMT
Document e-signed by Jeremy Baltazar ([email protected]) Signature Date: 2025-01-21 - 8:18:06 PM GMT - Time Source: server Document emailed to [email protected] for signature 2025-01-21 - 8:18:07 PM GMT
Email viewed by [email protected]
2025-01-28 - 5:36:38 PM GMT
Signer [email protected] entered name at signing as Carlos Rubio 2025-01-28 - 5:37:14 PM GMT
Document e-signed by Carlos Rubio ([email protected]) Signature Date: 2025-01-28 - 5:37:16 PM GMT - Time Source: server

Document emailed to [email protected] for signature 2025-01-28 - 5:37:17 PM GMT
Email viewed by [email protected]
2025-01-28 - 6:07:37 PM GMT
Signer [email protected] entered name at signing as Jeff Malawy 2025-01-28 - 6:07:53 PM GMT
Document e-signed by Jeff Malawy ([email protected]) Signature Date: 2025-01-28 - 6:07:55 PM GMT - Time Source: server Document emailed to Brad McKinney ([email protected]) for signature 2025-01-28 - 6:07:57 PM GMT
Email viewed by Brad McKinney ([email protected]) 2025-01-28 - 6:51:19 PM GMT
Document e-signed by Brad McKinney ([email protected]) Signature Date: 2025-01-28 - 6:51:31 PM GMT - Time Source: server Document emailed to Debra Black ([email protected]) for signature 2025-01-28 - 6:51:33 PM GMT
Email viewed by Debra Black ([email protected])
2025-01-28 - 7:49:36 PM GMT
Document e-signed by Debra Black ([email protected]) Signature Date: 2025-01-28 - 7:51:58 PM GMT - Time Source: server Agreement completed.
2025-01-28 - 7:51:58 PM GMT

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of February 11, 2025
From: Brad McKinney, City Manager
Prepared by: Lauren Marshall, Sr. Management Analyst
Subject: Approve an Agreement with HF&H Consultants, LLC in an Amount Not-toExceed $80,000 to Negotiate a Three-year Extension to Existing Waste Management Franchise Agreement for Solid Waste Services and Authorize the City Manager or his Designee to Execute the Agreement.
____________________________________________________________________________

SUMMARY
The City of San Dimas is preparing for the expiration of its solid waste services agreement with the current waste hauler, Waste Management, on December 31, 2027.

At the City Council Study Session on January 28, 2025, the City Council directed staff to engage HF&H Consultants, a leading consultant within the waste disposal industry, to negotiate a three-year extension of the existing franchise agreement with Waste Management.

The three-year extension provides stability, time to assess upcoming regulatory impacts (such as zero-emission vehicles and packaging laws), and minimizes risks related to changing providers or contract terms.

This option offers the best balance of stability, regulatory compliance, and time to adapt to future changes in the industry.

RECOMMENDATION
Staff recommends the City Council:
• Approve the Agreement with HF&H, Consultants, LLC to negotiate a three-year extension to the existing Waste Management Franchise Agreement with the City of San Dimas in a form approved by the City Attorney
• Authorize the City Manager or his designee to execute the agreement.

Approve Agreement with HF&H Consultants, LLC Page 2
For the Meeting of February 11, 2025
GOVERNMENT CODE §84308 APPLIES:
https://leginfo.legislature.ca.gov
Yes

FISCAL IMPACT
The proposed contract for negotiating an extension of the existing Waste Management Franchise Agreement with HF&H Consultants, LLC is not-to-exceed $80,000. The 2024-2025 City budget includes an appropriation of $80,000 for the proposed Waste Compliance Services in budget account number 001.4310.020.008. The anticipated cost breakdown associated with the negotiation of the three-year extension of the existing agreement is as follows:

HF&H Consulting Negotiating and Professional Services $60,000 Contingency $20,000
Not-to-Exceed Amount: $80,000
Staff anticipates there will also be fees for the City Attorney’s review of the proposed contract extension.

BACKGROUND
At the January 28, 2025, City Council Study Session, the City Council heard various service options for the current Solid Waste Franchise Agreement. The report from the Study Session is attached for reference (Attachment 1). At the conclusion of the presentation and discussion, the City Council directed staff to negotiate a three-year extension to the existing Waste Management franchise agreement. The next step in this process is the approval of an agreement with HF&H Consultants to assist with these negotiations. Attachment 2 includes the proposal from HF&H Consultants.

HF&H's broad experience in solid waste contracting, negotiations, and procurement across California was a key factor in the City’s decision. With over 500 local jurisdictions served, HF&H is a recognized leader in solid waste procurement and has negotiated with nearly every collection company in the state. This wealth of experience is backed by a robust database of cost metrics, industry trends, and regulatory impacts. Notably, HF&H recently conducted a comprehensive rate analysis and survey for Los Angeles County, further enhancing its capacity to provide wellinformed recommendations in the local region. This expertise directly influenced HF&H's analysis of the contracting options available to the City.

Waste Management has indicated to the City that they are amenable to negotiating a three-year extension of the existing Franchise Agreement.

DISCUSSION/ANALYSIS
Regulatory Impacts
Key regulatory changes—including the California Advanced Clean Fleet (ACF) regulation, the Plastic Pollution and Packaging Producer Responsibility Act (SB 54), and the Short-Lived Climate Pollutant Reduction Strategy (SB 1383)—will significantly impact solid waste services and costs.

Approve Agreement with HF&H Consultants, LLC Page 3
For the Meeting of February 11, 2025
These changes are expected to drive substantial infrastructure investments in both the near and long term, which will factor into the City's decision-making process for solid waste, recycling, and organics services.

Additionally, the most significant challenge to local jurisdictions from both a cost and technology risk perspective is the transition from conventional fuels to the new Zero Emission Vehicle (ZEV) standards required under ACF regulations for medium and heavy-duty vehicles. This transition involves equipment whose reliability at scale remains unproven, risking service interruptions on days when trucks are inoperable, and the capital costs can be up to twice that of traditional truck types. Furthermore, these costs will include infrastructure for charging or hydrogen fueling, which adds significantly to the financial considerations. The City remains committed to ensuring compliance with these regulations while maintaining high service quality and rate stability for the community.

Three Year Extension of Existing Agreement

Under this option, the City would consider extending its current agreement with WM for an additional three-year period, from January 1, 2028, through December 31, 2030. To maintain continuity of services, programs, and regulatory compliance, all parties must agree to the following terms in a timely manner to avoid a lapse of the current agreement.

Key Elements of Extension
• Three-year extension of the existing Agreement with limited modifications to the contractual terms. The Agreement under a three-year extension would include the following:
o Retention of current rate adjustment methodology, which includes annual rate adjustments based on service and disposal components, in alignment with regional industry standards.
o Continued compliance with SB 1383 services and programs, as mandated by CalRecycle.
o Inclusion of additional contractual provisions requiring WM to procure ROWP to meet the City’s SB 1383 procurement targets. WM has agreed to procure ROWP for the 2024 targets as a courtesy; however, the extension may require formalizing this commitment. The City may also need to update the agreement to reflect other SB 1383-related organic waste programming provided by WM outside the current agreement.

Benefits
• Continuity of service from a provider familiar with the City’s unique needs and customer base.
• Avoidance of a negotiation or RFP process that is prolonged or complicated by the uncertainty of pending regulations.
• Potential rate stabilization for the near term, compared to market rates and the potential future impacts of regulatory changes.
• Mitigation of the risks associated with transitioning to a new service provider. • Additional time to understand and adapt to the regulatory impacts of SB 54 and ACF regulations.
• No disruption to services for residents, businesses, and the City.

Approve Agreement with HF&H Consultants, LLC Page 4
For the Meeting of February 11, 2025
Considerations
• Potential limitation on negotiating additional enhancements to the agreement, such as expanded services (e.g., bulky item collection), updated performance standards, or revised compensation terms.
• Constraints on the City’s ability to adjust agreement terms and rates in response to evolving market conditions in the short term
Based on the analysis, staff recommends the City enter into an agreement with HF&H Consultants to negotiate the Three-Year Extension of Existing Solid Waste Franchise Agreement. This agreement would be on a Time and Material basis, any unused funds would remain with the City.

This option provides stability, ensures regulatory compliance, and offers time to navigate evolving industry trends and regulatory changes without the disruptions and risks associated with switching providers or negotiating a long-term agreement prematurely. The three-year extension will also allow the City to prepare for future changes in the waste management landscape, including the transition to ZEV’s and new packaging regulations, while maintaining continuity of service for residents and businesses.

Key Reasons for the Recommendation

1. Regulatory Flexibility and Mitigation of Risk: The upcoming regulatory changes, particularly with the California Air Resources Board ACF regulation, SB 54, and SB 1383, create uncertainty. Extending the agreement allows the City to navigate these evolving regulatory landscapes while reducing the immediate risks and costs associated with transitioning to a new service provider or negotiating a long-term franchise agreement that might not adequately address these future challenges. The three-year extension also provides time to plan for a cost-effective implementation of ACF requirements and the broader impacts of SB 54.

2. Time to Assess Technological and Market Trends: By opting for a short-term extension, the City gains valuable time to observe the full impact of regulatory changes, including the financial implications of and technology options for transitioning to ZEVs, and to assess market trends. This additional time will allow the City to negotiate future contracts with a clearer understanding of costs, technological advancements, and regulatory compliance needs.

3. Continuity and Stability: Extending the current agreement with WM for an additional three years ensures continuity of service. WM has met their obligations under the current agreement except for some short-term issues during COVID-19. Additionally, any change that may result in changing service days would need to be well considered, planned for, and noticed.

4. Avoidance of Prolonged Negotiations in the short term: A three-year agreement extension delays the need for a full negotiation in the short-term facilitating a buffer during current regulatory uncertainty. Given the basic terms of a three-year extension, minimal negotiation should be required. This option also provides additional time for the City to negotiate again with an exclusive provider once ACF and SB 54 are better understood, further limiting uncertainty within a future negotiation process. A three-year extension also stabilizes costs for the near term, protecting the City and its residents from potential market volatility or regulatory-driven price increases.

5. Continuity of SB 1383 Compliance: The City has already implemented programs, services, and rates to comply with SB 1383, with WM playing a pivotal role in the City’s organic waste diversion programs. The extension would formalize WM’s continued support for these regulations, including the procurement of recovered organic waste products to meet the City’s procurement targets. The extension also allows the City to assess the

Approve Agreement with HF&H Consultants, LLC Page 5
For the Meeting of February 11, 2025
effectiveness of SB 1383 programs prior to potentially impacting costs associated with a new franchise agreement.

ALTERNATIVES
N/A

ENVIRONMENTAL REVIEW
Pursuant to CEQA guidelines Section 15061 (b)(3), CEQA does not apply to this item because there is no potential for causing a significant effect on the environment. Therefore, no additional environmental review is needed at this time.

Respectfully submitted,
Lauren Marshall
Sr. Management Analyst
Attachments:

1. January 28, 2025, City Council Study Session Agenda Report

2. HF&H Consultant, LLC Proposal for Consultant Services

ATTACHMENT 1
Study Session
Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of January 28, 2025
From: Brad McKinney, City Manager
Prepared by: Lauren Marshall, Sr. Management Analyst
Subject: Solid Waste Services Evaluation
____________________________________________________________________________

SUMMARY
The City of San Dimas is preparing for the expiration of its solid waste services agreement with the current waste hauler, Waste Management, on December 31, 2027. To explore future service options, the City engaged HF&H, a leading consultant within the waste disposal industry, who identified potential paths for City Council consideration:
• Option 1: Competitive Procurement: This may allow the City to explore better rates and terms, but carries risks such as service disruptions, procurement challenges, and unresolved regulatory uncertainties (e.g., California's Advanced Clean Fleet and Plastic Pollution laws).
• Option 2: Sole-Source Negotiation: Directly negotiating a new agreement with WM ensures service continuity but might limit flexibility, expose the City to potential rate increases, and not address regulatory challenges effectively. • Option 3: Three-Year Extension of Existing Agreement: This provides stability, time to assess upcoming regulatory impacts (such as zero-emission vehicles and packaging laws), and minimizes risks related to changing providers or contract terms.

Based on the analysis, City staff recommend pursuing Option 3: Three-Year Extension of Existing Agreement. This option offers the best balance of stability, regulatory compliance, and time to adapt to future changes in the industry. City staff recommends that the City Council provide direction to staff to pursue the negotiation of a three-year extension with Waste Management.

RECOMMENDATION
Staff recommends the City Council:
• Provide direction to staff to negotiate a three-year extension amendment to the Amended and Restated Agreement for Solid Waste Management Services

Solid Waste Services Evaluation Page 2
For the Meeting of January 28, 2025
A three-year extension to the current Agreement with Waste Management (WM) provides stability, ensures regulatory compliance, and offers time to navigate evolving industry trends and regulatory changes without the disruptions and risks associated with switching providers or negotiating a long-term agreement prematurely. The three-year extension will also allow the City to prepare for future changes in the waste management landscape, including the transition to Zero Emission Vehicles (ZEV) and new packaging regulations, while maintaining continuity of service for residents and businesses.

FISCAL IMPACT
Among the three options considered in the City's solid waste collection analysis, Option 3: ThreeYear Extension of Existing Agreement, is the most cost-effective choice for the City in the short term. Once an agreement extension expires, the City will need to consider additional future procurement costs. Below are the estimated fiscal impacts associated with the various contracting and procurement options for consulting negotiation and professional services:
• Option 1: Competitive Procurement: $250,000 to $300,000 • Option 2: Sole Source Negotiation of a New Franchise Agreement: $150,000 to $175,000 • Option 3: Three-Year Extension of Existing Agreement: $60,000 to $80,000

BACKGROUND
The City entered into an Amended and Restated Agreement for Solid Waste Management Services with WM on October 31, 2017, with a subsequent amendment on September 13, 2022.

The current term of this agreement will conclude on December 31, 2027. Under this franchise, WM is responsible for providing recycling, organics, and solid waste collection services to residential, commercial, multi-family, and industrial customers, along with additional diversion programs to ensure the City meets state regulatory requirements.

As the agreement nears expiration, the City of San Dimas engaged HF&H to evaluate various solid waste contracting and procurement options. HF&H was selected for this analysis not only because of its deep familiarity with the City—having previously assisted in drafting the City’s SB 1383 Action Plan, ongoing CalRecycle/SB 1383 assistance, and continued rate adjustment analysis support—but also due to its extensive expertise in the field.

HF&H's broad experience in solid waste contracting, negotiations, and procurement across California was a key factor in the City’s decision. With over 500 local jurisdictions served, HF&H is a recognized leader in solid waste procurements and has negotiated with nearly every collection company in the state. This wealth of experience is backed by a robust database of cost metrics, industry trends, and regulatory impacts. Notably, HF&H recently conducted a comprehensive rate analysis and survey for Los Angeles County, further enhancing its capacity to provide wellinformed recommendations in the local region. This expertise directly influenced HF&H's analysis of the contracting options available to the City.

HF&H anticipates that key regulatory changes—including the California Advanced Clean Fleet (ACF) regulation, the Plastic Pollution and Packaging Producer Responsibility Act (SB 54), and the Short-Lived Climate Pollutant Reduction Strategy (SB 1383)—will significantly impact solid waste services and costs. These changes are expected to drive substantial infrastructure investments in both the near and long term, which will factor into the City's decision-making process for solid waste, recycling, and organics services.

Solid Waste Services Evaluation Page 3
For the Meeting of January 28, 2025
Additionally, the most significant challenge to local jurisdictions from both a cost and technology risk perspective is the transition from conventional fuels to the new Zero Emission Vehicle (ZEV) standards required under ACF regulations for medium and heavy-duty vehicles. This transition involves equipment whose reliability at scale remains unproven, risking service interruptions on days when trucks are inoperable, and the capital costs can be up to twice that of traditional truck types. Furthermore, these costs will include infrastructure for charging or hydrogen fueling, which adds significantly to the financial considerations. The City remains committed to ensuring compliance with these regulations while maintaining high service quality and rate stability for the community.

DISCUSSION/ANALYSIS
Scope of Procurement/Contractual Analysis and Review
Starting in July 2024, staff engaged HF&H in several meetings to explore various solid waste contracting options. These discussions covered a range of approaches, including sole-source negotiations, competitive procurement processes, contract extensions (both short- and longterm), regional agreements, and the potential for creating distinct collection service districts within the City. Following these meetings, staff, with support from HF&H, surveyed neighboring communities to gain a broader understanding of local contracts, rates, and infrastructure opportunities in the region.

The City and HF&H also conducted several interview sessions with neighboring communities, as outlined below. The survey and interviews were limited to the information that agencies could publicly disclose. Additionally, HF&H leveraged recently available rate survey data, survey responses, and agreement documents to help inform their analysis.

Area Solid Waste Service Contract Arrangements
Staff requested that HF&H prepare a comprehensive analysis of the service arrangements for the cities of Pomona, Claremont, Covina, Glendora, Azusa, and La Verne. This evaluation included a review of baseline service rates, contract terms, rate adjustment methodologies, and options for contract extensions. Each jurisdiction was compared to the City of San Dimas across each of those evaluation areas.

In September 2024, the City and HF&H further engaged with representatives from the cities of Covina, Claremont, and La Verne to gain deeper insights into their contract terms, rates, and performance. This effort aimed to assess the effectiveness of existing agreements and address any recent transitional needs, where applicable. Table 1 below details and compares various key contractual service terms for the analyzed cities.

Solid Waste Services Evaluation Page 4
For the Meeting of January 28, 2025
Table 1: Comparison of Selected Solid Waste Contract Terms Regional Analysis of Facilities and Collection Service Providers The map below illustrates the local infrastructure for recycling, organics, and solid waste used by neighboring communities, which are primarily serviced by WM, Athens Services, or directly by municipal agencies. It highlights the locations of materials recovery facilities (MRFs), organics processing facilities, transfer stations, and landfills. Due to the distance of regional landfills from the cities they serve, materials are typically transported via transfer stations or MRFs. As such, the strategic placement of these facilities is crucial, as it significantly influences operational efficiency and competitive pricing.

Service and Rate Terms Azusa Claremont La Verne Pomona San Dimas Population 49,000 36,000 49,000 52,000 32,000 146,000 34,003 Hauler Athens Services Municipally Collected Waste Management Athens Services Waste Management Residential 3-Container with 64-
Gallon Refuse Cart $ 43.99 $ 34.30 $ 44.82 (1) $ 44.26 (2) $ 31.41 $ 30.89 $ 38.22 Commercial 2 CY Trash $ 228.00 $ 177.01 $ 212.34 $ 230.47 (2) $ 162.34 $ 298.81 $ 182.15 Commercial 2 CY Recycling N/A No Charge (3) $ 75.49 (4) N/A $ 36.67 $ 74.13 $ 98.52 Commercial Organics 64-Gallon
Cart $ 129.39 No Charge (3) $ 135.17 $ 99.08 (2) $ 96.76 $ 91.56 $ 85.50 Rate Adjustment Methodology CPI plus 1%, max of 10% CPI CPI plus 1% (5) CPI plus 1% (6) CPI CPI 75% CPI/Service 25% Disposal
Rate Adjustment Cap 10% 3% 6% (7) N/A 5% 5% for the Service Component
Contract Term Evergreen (20-year) N/A Evergreen (25-year) Evergreen (20-year) 10-year 10-year 10-year Contract End Date N/A N/A December 31, 2030 November 2033 December 31, 2027 (1) Rate only available to low-income generators.
(2) Rate effective July 1, 2023.
(3) Commercial customers have unlimited recycling and organics service at no additional charge. (4) Rate is for 1.5 CY bin.
(5) In addition to annual rate adjustment, rate has a phase-in of $3.68 on residential rates and $2.48 on commercial and multi-family rates, phased-in from July 1, 2022 to July 1, 2025. (6) In addition to the annual rate adjustment the City implemented a five-year phase-in for commercial rates or 8% annually beginning July 1, 2023. (7) If the Annual Rate Adjustment exceeds 6% the City and hauler will meet and confer to modify rate adjustment calculations. (8) Jurisdictions may have fees in addition to their Franchise Fees, including AB 939 Fee, SB 1383 Fees, and Administrative Fees.

Intent to terminate can
not be issued prior to
July 1, 2038.

Intent to terminate can
not be issued prior to
November 1, 2029.

Other Contract Terms
Covina Glendora
N/A
Athens Services Athens Services
Rates Effective 7/1/2024

Solid Waste Services Evaluation Page 5
For the Meeting of January 28, 2025

Solid Waste Services Evaluation Page 6
For the Meeting of January 28, 2025
Regulatory Impact
City staff and HF&H analysis included careful consideration of major developments in the industry and new legislation for City consideration, such as the pending conversion to ZEVs, horizon regulatory impacts (e.g., ACF, SB 54), and specific challenges the City is facing such as SB 1383 Recovered Organic Waste Product (ROWP) procurement.

California Advanced Clean Fleet Regulation (ACF)
The ACF regulation seeks to accelerate the transition of medium- and heavy-duty trucks to ZEVs.

It establishes mandatory requirements for the adoption of ZEVs within targeted fleets, including both public and privately contracted haulers, starting in 2024.

However, the transition is complicated by several factors, including technological limitations, regulatory uncertainties, and concerns over infrastructure availability and reliability. These challenges are particularly pronounced for heavy-duty ZEV trucks used in solid waste collection, which are currently twice the cost of internal combustion engine (ICE) vehicles. Additionally, the operational performance of ZEVs in solid waste collection is still unproven at scale, and there is limited national production capacity.

Battery electric vehicles (BEVs) and hydrogen fuel cell vehicles (FCEVs) both comply with ACF regulations, but each faces distinct challenges. BEVs offer potential savings on fueling costs, but their effectiveness is limited by underdeveloped charging infrastructure and insufficient power grid capacity, which struggle to meet the demands of fleet operations. These challenges are compounded by the reliability issues of the current power grid, which can be disrupted during public emergencies, power outages, and other catastrophic events, further impacting energy supply. Additionally, BEV refuse trucks require several hours to fully charge, and they may struggle to complete typical routes—especially in inclement weather or on hilly, rough terrain— compared to Internal Combustion Engine (ICE) refuse trucks. The added weight of the battery also reduces payload capacity, limiting the amount of refuse that can be collected and transported. As a result, fleets may require more BEVs than ICE vehicles to maintain operational efficiency.

In contrast, FCEVs do not face the same limitations in load capacity and refueling time, as they can be refueled in minutes, similar to ICE vehicles. These attributes make FCEVs a more attractive option for refuse collection. However, the higher cost of hydrogen fuel ($4-7 per mile compared to $1-2 per mile for conventional fuels) increases operational expenses, presenting a significant barrier. These infrastructure and cost challenges are likely to drive up solid waste collection costs, complicating the transition to cleaner vehicle technologies.

As a result, the ACF regulations will require significant investments in both vehicle fleets and infrastructure, directly impacting the City's service contract. The City anticipates that this technology will develop over time, providing much better clarity on performance, costeffectiveness, and infrastructure development if decisions about this are delayed by 2-3 years.

The City’s discussions with WM reinforced that position, as WM is piloting individual trucks in certain markets to get experience and fully intends to comply with ACF, but is not yet prepared to commit to a full ZEV fleet.

Solid Waste Services Evaluation Page 7
For the Meeting of January 28, 2025
SB 54 “Plastic Pollution and Packaging Producer Responsibility Act” Adopted in 2022, SB 54 establishes a comprehensive Extended Producer Responsibility (EPR) program aimed at managing packaging and single-use plastic food ware products across all sectors of the economy. Under this legislation, CalRecycle requires producers to ensure that all packaging and plastic food ware sold in California is recyclable or compostable and holds them further responsible for covering the costs associated with the collection and processing of these materials.

Local jurisdictions must accept and recycle materials covered under SB 54, necessitating close collaboration with their service providers, such as WM, to ensure compliance with these regulations. Jurisdictions will also need to seek reimbursement for eligible costs from packaging producers. It is expected that CalRecycle will finalize SB 54 regulations in early 2025, while the Producer Responsibility Organization will be tasked with developing an implementation and reimbursement plan by 2027. Subsequently, implementation, collection, and financial impacts from SB 54 may continue to remain uncertain over the next several years.

SB 1383 “Short-Lived Climate Pollutant Reduction Strategy” Since 2022, SB 1383 has required the City to further enhance recycling and organic waste landfill reduction services and programs related to food waste, source separated recycling, food recovery, and Recovered Organic Waste Product (ROWP) procurement. The City has delegated most of its compliance requirements under SB 1383 to WM. Pursuant to the current Agreement, WM must materially comply with applicable laws as they may be enacted and amended during the term. As described in WM’s letter dated October 29, 2021, WM’s current provision of organics collection services and SB 1383 programming extends beyond the current terms of the agreement because of continued negotiations with the City.

Meeting with Waste Management
The City and HF&H met with WM on August 29, to discuss and assess opportunities and barriers related to the three options being considered by the City for recycling, organics, and solid waste collection service needs.

It is important to note, that as part of the analysis, the City and HF&H did not conduct direct negotiations with Waste Management, and any conclusions regarding future contracting arrangements, including the potential impact on rates, remain subject to further negotiations.

At the meeting, the City and HF&H discussed and had a mutual understanding of the following:
• A competitive RFP process was discussed between the City and WM. WM indicated a preference to avoid a competitive RFP altogether, with an opportunity to negotiate an extension.
• WM indicated a strong preference for extending the contract on a longer-term basis but would need to consider the rate impacts and how to deal with upcoming issues like the ACF/ZEV transition.
• WM and the City discussed the impact of near-term changes in the industry, like the ACF/ZEV transition and SB 54, and identified that it may be advantageous to do a shortterm extension to get a better understanding of those changes to reduce regulatory and technology risk under the new contract.

Solid Waste Services Evaluation Page 8
For the Meeting of January 28, 2025
• WM indicated a willingness to continue under the current terms, including current PI provisions, for 3 more years if there are no significant changes to services. • A contract extension beyond three years would imply a ZEV transition to comply with the ACF regulations.
• The City indicated a desire for WM to continue to meet SB 1383 recovered organic waste product procurement during such an extension. WM said they would have to assess that request.

Options Available to the City
Based on the City and HF&H’s analysis of regulatory and contract conditions, the following were identified as the most likely options for City Council’s consideration:

Option 1: Competitive Procurement
Under Option 1, the City would initiate a competitive procurement process for an agreement to provide recycling, organics, and solid waste collection and processing services, to be effective on January 1, 2028. This process would allow the City to test the market for more competitive rates, service offerings, and contract terms.

Key Elements of Option 1 Competitive Procurement
• The expiration of the current agreement provides a clear opportunity for the City to conduct a competitive market test. This process would assess compensation, rates, and service offerings, ensuring the City secures the best value and terms available in the market. • The competitive procurement process will be structured to solicit updated contract terms and innovative solutions, particularly in response to increasing regulatory pressures and evolving customer demands. This would ensure that the City stays ahead of emerging trends and challenges in recycling, organics, and solid waste collection. • The competitive procurement process would span 18 to 24 months for execution, followed by an additional 6 to 12 months for contract transition. This extended timeline accounts for the complexity of the process, including the development of detailed specifications, evaluation of proposals, and the transition to new service providers, if applicable.

Option 1 Benefits
• Enhances the public perception of fairness, ensuring that all interested service providers can propose on the contract. This transparency helps demonstrate accountability in awarding a large, public contract.
• Would allow multiple companies to participate, potentially introducing new service providers who could offer unique or innovative approaches to the City’s recycling, organics, and solid waste programs.
• Rates and service terms would be determined through a competitive bidding process, which helps ensure that the City receives the best possible pricing based on current market conditions and competition.
• May open opportunities for regional contract partnerships, allowing the City to explore synergies with neighboring jurisdictions. This could lead to efficiencies and cost savings through consolidated service delivery or shared resources.

Option 1 Considerations
• The new agreement would need to be flexible enough to anticipate potential regulatory changes, including those related to SB 54 and ACF.