San Dimas City Council
February 25, 2025

CITY COUNCIL MEETING AGENDA
TUESDAY FEBRUARY 25, 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

RECOGNITION

1. Students in Government

2. Parks and Recreation Volunteer Recognition

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. Recognize March 2025 as National Nutrition Month

City Council Agenda
For the Meeting of February 25, 2025 Page 2
CC2. Adopt Resolution 2025-10, A Resolution of the City Council of the City of San Dimas, Approving Certain Demands for the Warrant Register of February 28, 2025 in the amount of $1,239,804.15
CC3. Approve Minutes of the February 11, 2025, Study Session and the February 11, 2025, City Council Meeting
CC4. Receive and File the January 2025 Investment Report CC5. Approve California Office of Emergency Services (CalOES) Form 130 Designating Agents Necessary to Provide for All Matters Pertaining to State and Federal Emergency Management Agency (FEMA) Reimbursements
CC6. Approve the Renewal of the General Services Agreement with the County of Los Angeles
CC7. Adopt Resolution 2025-12 Approving the First Amendment to the Lease Agreement between Vincenzo's Terrazza Located at 121 North San Dimas Avenue and the City of San Dimas to Adjust the Monthly Base Rent. Authorize the City Manager to Execute the Agreement in a Form Approved by the City Attorney.

CC8. Deny Claim Lemons v. City of San Dimas CJP 3053443

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

OTHER BUSINESS
OB1. Introduction of Ordinance 1321 Approving Municipal Code Text Amendment 24- 01, Amending Title 18-Chapter 18.38 Accessory Dwelling Units and Chapter

18.170 Electronic Vehicle Charging Stations to Comply with State Law Updates RECOMMENDATION:

Staff and the Planning Commission recommend the City Council:
• Introduce Ordinance 1321 approving Municipal Code Text Amendment 24- 01, a request to amend Title 18 of the San Dimas Municipal Zoning CodeChapter 18.38 Accessory Dwelling Units and Chapter 18.170 Electronic Vehicle Charging Stations to comply with State law updates.

OB2. Approve Budget Amendments as Presented. Approve an Additional Budget Appropriation of $500,000 to Account 001.4190.200.001 Utilizing Surplus Funds from Fiscal Year 2023-2024 Activity to Reduce the City’s Unfunded PERS Liability. Receive and File the Mid-Year Report.

City Council Agenda
For the Meeting of February 25, 2025 Page 3
RECOMMENDATION:

Staff recommends that the City Council approve the following items:
• Approve Budget Amendments as detailed in Attachment 1. • Approve appropriating an additional $500,000 to the PERS Retirement Contribution account #001-4190-200-001, utilizing FY 2023-2024 surplus funds to pay down the City‘s unfunded pension liability. • Receive and File the Mid-Year Report.

PUBLIC HEARING ITEMS
PH1. Consideration and Approval of the Proposed Permanent Local Housing Allocation (PLHA) Funding Budget
RECOMMENDATION:

Staff recommend that the City Council:
• Conduct the Public Hearing for PLHA Program Year 5 Funding. • Adopt Resolution 2025 – 11 approving the proposed PLHA Activity and Sub-Activity and allocation as outlined.
• Approve the Reallocation of Program funds for Year 4 PLHA from SubActivity Rental Assistance to Supportive Case Management. • Authorize the City Manager or his designee to execute any and all documents necessary to further the projects herein, including but not limited to amendments and modifications thereto for the PLHA Program with the Los Angeles County Development Authority (LACDA) and the amendment with the Los Angeles Center for Alcohol and Drug Abuse.

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

ADJOURNMENT

City Council Agenda
For the Meeting of February 25, 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 21, 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 21, 2025
Debra Black, City Clerk

Memorandum
Date:

To:

From:

Subject:

February 18, 2025
Mayor and City Council
Scott Wasserman, Director of Parks and Recreation
Students in Government Day
_________________________________________________________________ The Parks and Recreation Department cordially invites you to join us at our Students in Government Day on Tuesday, February 25 at City Hall Council Chambers at 6:45pm-8pm. This event will be a one-day event where students will shadow City Council and Upper Management Level Staff members at the February 25 City Council Meeting.

We are asking the Mayor and Council to participate in Students in Government at the Council Meeting.

Students will arrive at 6:30pm to check-in with staff and meet their assigned Council Member and Staff Member. There will be light refreshments available in the City Council Lobby prior to the start of the Council Meeting.

This is a unique opportunity for the students to experience and discuss the functions of local government.

For more information please feel free to contact Dominique Borba 909-394-6231.

CC: S. Wasserman
J. Jones

Memorandum
Date:

To:

From:

Subject:

February 18, 2025
Mayor and City Council
Scott Wasserman, Director of Parks and Recreation
Volunteer Recognition
_________________________________________________________________ The Parks and Recreation Department cordially invites you to join us at our Volunteer Recognition on Tuesday, February 25 at City Hall Council Chambers at 6:30pm-7:30 pm. This event will take place at the February 25 City Council Meeting to honor 40 individuals who generously volunteer with the Parks and Recreation Department. As of today we have 18 volunteers RSVP.

We are asking the Mayor and Council to participate in the Volunteer Recognition by passing out certificates of recognition and taking a photo with the volunteers.

Volunteers will arrive at 6:30pm to check-in with staff. There will be light refreshments available in the City Council Lobby prior to the start of the Council Meeting.

For more information please feel free to contact Dominique Borba 909-394-6231.

CC: S. Wasserman
J. Jones

National Nutrition Month
HEREAS, food is the substance by which life is sustained; and HEREAS, the type, quality, and amount of food that individuals consume each day plays a vital role in their overall health and physical fitness; and HEREAS, there is a need for continuing nutrition education and a wide-scale effort to enhance healthy eating practices; and
OW THEREFORE, I Mayor Emmett G. Badar, Mayor Pro Tem Eric Nakano, Councilmembers Rachel Bratakos, Ryan A. Vienna and Eric Weber do hereby proclaim March 2025 as National Nutrition 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 25th day of February 2025.
___________________________________ Attest: ____________________________________ Mayor City Clerk
W
W
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N
I

RESOLUTION 2025-10

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN DIMAS, CALIFORNIA, APPROVING CERTAIN DEMANDS FOR FEBRUARY 28, 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 Warrant Register of February 28, 2025 in the amount of $1,239,804.15.

PASSED, APPROVED AND ADOPTED this 25th, day of February, 2025. _____________________________
Emmett G. Badar, Mayor
ATTEST:
_________________________________
Debra Black, City Clerk
I, Debra Black, City Clerk, hereby certify that Resolution 2025-10 was approved by vote of the City Council of the City of San Dimas at its regular meeting of February 25th, 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Debra Black, City Clerk

CITY COUNCIL MEETING

ACTION MINUTES
FEBRUARY 11, 2025, 6:00 PM

STUDY SESSION
Council Members Present: Mayor Emmett Badar, Mayor Pro Tem Eric Nakano, Councilmember Rachel Bratakos, Councilmember Eric Weber
Councilmember Vienna arrived at 6:30 PM.

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, Recreation Manager Joseph Jones, Managment Aide Genevieve Amaro,
Call to Order: 6:07 PM

STUDY SESSION ITEMS COMMENTS/RECOMMENDATIONS

1. Discussion of Parking Management
Program and Proposed Plan for
Downtown Business Area and Municipal
Parking Lots within 1,500 feet of the Gold
Line Station
Councilmembers Vienna and Bratakos
recused themselves from the discussion
because they own property within 500 feet of
subject area.

There was no action taken on this item. Staff
was directed to analyze the weekend usage
and demand for parking, consider extending
the parking restrictions beyond the proposed
6:00 AM to 12 PM timeframe and bring an
updated plan back to a study session for
further discussion.

2. Review of Budget and Program for the
2026 City Birthday in Partnership with the
San Dimas 2026 Committee.

This item was discussed first and there was
no action taken. The meeting discussed
combining the city's birthday event with the
July 4, 2026, Independence Day celebration,
aiming to save $9,867.78 for the 2026-2027
budget. The event will be held on July 3,
2026, with a car show and concert, potentially
followed by a drone or laser show. Concerns
about overtime pay and employee parking
were addressed.

Adjourned: 7:10 PM

7 9
8 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

SUCCESSOR AGENCY

ACTION MINUTES
FEBRUARY 11, 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 Community Development Luis Torrico, Director of Administrative Services Michael O’Brien, Director of Parks and Recreation Scott Wasserman, City Attorney Jeff Malawy, City Clerk Debra Black, IS Manager John Lee, Senior Management Analyst Lauren Marshall Call to Order: 7:17 PM

CONSENT ITEMS COMMENTS/RECOMMENDATIONS

1. Resolution Recognizing Black Heritage
Month

2. 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

3. Approve Minutes of the January 28,
2025, Study Session Meeting and
January 28, 2025, City Council Meeting

4. Deny Claim Corcoran v City of San
Dimas CJP 3053186 LSV

5. Deny Claim Smith v. City of San Dimas
CJP 3047896 TV

6. 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

7. Approve a 24-month Time Extension for
the Approval of Tentative Tract Map
82422 (TTM 19-01) a Subdivision of One
Councilmember Vienna requested item 12 be
pulled for additional discussion.

Staff requested that Item 8 be pulled for
presentation at a future meeting.

MOTION: Motion/seconded by
Councilmember Vienna/Councilmember
Weber to approve the consent calendar item
1-7, 9-11. Motion carried 5-0.

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

Absent: None
Abstain: None
MOTION: Motion/seconded by
Councilmember Vienna/Councilmember
Bratakos to approve the consent calendar
item 12. Motion carried 5-0.

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

Absent: None
Abstain: None

Approve Minutes of the February 11, 2025, Study Session and the February 11, 2025, City Council Meeting Page 4
For the Meeting of February 25, 2025
(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

8. 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

9. 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

10. 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

11. 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.

12. Approve an Agreement with HF&H
Consultants, LLC in an Amount Not-toExceed $80,000 to Negotiate a Threeyear 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

OTHER BUSINESS ITEMS COMMENTS/RECOMMENDATIONS

1. Report on the City’s Cybersecurity
Posture
MOTION: Motion/seconded by
Councilmember Vienna/Councilmember
Weber to receive and file.

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

Absent: None
Abstain: None

STAFF AND CITY COUNCIL REPORTS COMMENTS/RECOMMENDATIONS a. City Manager City Manager McKinney addressed:

Approve Minutes of the February 11, 2025, Study Session and the February 11, 2025, City Council Meeting Page 5
For the Meeting of February 25, 2025
• Via Verde Park playground closure.
• San Dimas Loop project is expected
to be completed at the end of March.
• Sandbags are available at the City
Yard due for the upcoming storm.
b. City Attorney None
c. Members of the City Council
Reports on Meetings Attended AB 1234
(G.C. §53232.3(d))
Councilmember Bratakos attended the
League of California Cities Mayor and
Councilmembers Academy.

Mayor Pro Tem Nakano attended the League
of California Cities Mayor and
Councilmembers Academy.

CITY COUNCIL REQUESTS FOR

FUTURE ITEMS

COMMENTS/RECOMMENDATIONS
Request by Councilmember Vienna
supported by Councilmember Weber to
agendize discussion commemorating the
skate park in honor of resident and retired
Los Angeles County Sheriff’s Deputy Dave
Campbell.

CLOSED SESSION ITEMS COMMENTS/RECOMMENDATIONS

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
Following the closed session, the City
Attorney made a public announcement as
follows: The City Council met and discussed
the closed session item listed on the agenda.

The City Council gave direction to staff, but
no reportable action was taken. The meeting
adjourned at approximately 9:45 pm.

The meeting adjourned in honor of Dave Campbell, retired Los Angeles County Sheriff’s Deputy.

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

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of February 25, 2025
From: Brad McKinney, City Manager
Prepared by: Michael O'Brien, Director of Administrative Services Subject: Receive and File the January 2025 Investment Report ____________________________________________________________________________

SUMMARY
Monthly Reporting for the City of San Dimas investment of idle funds and cash condition.

RECOMMENDATION
Staff recommends that the City Council:
• Receive and file the Investment and Cash Condition report for the month of January 2025
GOVERNMENT CODE §84308 APPLIES:
https://leginfo.legislature.ca.gov
No

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

DISCUSSION/ANALYSIS
It is the policy of the City of San Dimas to invest public funds in a manner that will provide an optimal combination of security and investment return while meeting the daily cash flow demands of the City and conforming to all State and local statutes governing the investment of public funds.

The priority objectives of the City’s investment activities are as follows: safety, liquidity and returns.

The City’s investment portfolio as of January 31, 2025 maintained liquid cash in the amount of $18,502,158.62 held between BMO Harris, the City and LAIF and the CALTRUST Liquidity Fund which amounts to just over 23% of the portfolio to provide the cash flow necessary for City payroll

Receive and File the January 2025 Investment Report Page 2 For the Meeting of February 25, 2025
and operating expenditures as well as large capital project expenses and unforeseen emergencies that may occur throughout the year. The following chart displays the total investments and weighted average yield per investment category:

The City’s Banking Services Provider BMO Harris provides a fully collateralized checking account whose funds are used to make cash payments for City payroll and operational expenses. The city performs daily bank reconciliations to assure adequate cash is held in the checking account for upcoming expenditures. Cash held in the account earns income credits that accumulate at a rate of .75% which offsets banking service charges that are charged each quarter to the city. As of June 10, 2024, the City opened a collateralized money market account BMO Harris.

Petty Cash is held at City facilities for cashiering purposes and to reimburse small dollar expenditures between $0.01 and $50.00.

The Local Agency Investment Fund (LAIF) is considered a Local Agency Investment Pool and acts much like a money market account. Funds can be deposited and withdrawn without penalty.

The pool invests funds in short-term securities and can produce returns at rates like money markets but is considered more secure.

CALTRUST is a public agency that provides investment funds that are liquid, short term, and medium term. The assets held by CALTRUST are managed by State Street Global Advisors.

Since the City first invested with CALTRUST in August of 2010, the City has been buying into the Medium-Term Fund. The City has made various contributions throughout the years as well as reinvested any accumulated interest earnings throughout the life of the fund.

In total the weighted average cost of investing in CALTRUST is $9.99. Currently, due to increasing interest rates driving market rates down for assets already held, the share price of the fund as of January 31, 2025, is $9.80. Until interest rates decline to the point that the share price would increase to $9.99 or above, the City would be recognizing a loss on sale. However, the City could withdraw funds at any time if liquidity needs arose.

WEIGHTED AVG.

YIELD TOTAL INVESTMENT

0.75% $570,658.24

3.91% $2,160,711.15

0.00% $2,640.00

4.42% $5,672,981.97

4.37% $10,095,167.26

4.16% $14,206,362.22

3.92% $32,708,520.84
WEIGHTED AVG.

YIELD TOTAL INVESTMENT

4.70% $5,634,041.93

4.70% $744,175.00

1.95% $3,314,492.50

3.19% $1,727,000.00

4.27% $775,703.43
TVI COMMERCIAL & MUNICIPAL BONDS 4.32% $277,068.00

3.96% $13,623,919.04

3.80% $1,237,350.00

3.50% $18,126,876.00

3.83% $45,460,625.90

3.94% $78,169,146.74

STIFEL NEGOTIABLE CD'S OF DEPOSIT

TOTAL BROKER ACCOUNTS

TOTAL OF ALL INVESTMENTS

BMO HARRIS - GENERAL ACCOUNT

SAN DIMAS PETTY CASH - IMPREST FUNDS

LOCAL AGENCY INVESTMENT FUND (LAIF) CA STATE TREASURER

CALTRUST INVESTMENT PROGRAM-MEDIUM TERM-SHARES

GREAT PACIFIC SECURITIES CORPORATE & MUNICIPAL BONDS

TVI CORPORATE BONDS

TVI NEGOTIABLE CERTIFICATES OF DEPOSIT

STIFEL GOVERNMENT SPONSORED ENTERPRISES (GSE) AGENCY BONDS

STIFEL COMMERCIAL & MUNICIPAL BONDS

GREAT PACIFIC SECURITIES GOVERNMENT SPONSORED ENTERPRISE (GSE)

COLLATERALIZED, POOLED AND PUBLIC AGENCY INVESTMENTS

INVESTMENTS PURCHASED THROUGH BROKERS

TOTAL OF ALL COLLATERALIZED,POOLED AND PUBLIC AGENCY ACCOUNTS

CALTRUST INVESTMENT LIQUIDITY FUNDS

BMO HARRIS - MONEY MARKET ACCOUNT

TVI GOVERNMENT SPONSORED ENTERPRISES (GSE) AGENCY BONDS

Receive and File the January 2025 Investment Report Page 3 For the Meeting of February 25, 2025
Beginning in the month of December 2023, the City opened a fund with CALTRUST which is not subject to market rate adjustments due to the type of investments utilized. The fund yielded 4.42% for the month of January 2025, out yielding LAIF by .05%. The City intends to take advantage of the high yielding short term investments until yields are no longer inverted.

The City Treasurer also utilizes Brokers to purchase investment securities such as Government Sponsored Enterprises (Agency Bonds), Corporate Bonds, U.S. Treasuries and Negotiable CD’s.

The City‘s investment policy and California Government Code Section 53600.3 allows the City to invest 30% of its portfolio in Certificates of Deposit and 20% of its portfolio in Corporate Bonds through Brokers. U.S. Treasuries and Government Sponsored Enterprises (Agency Bonds) have no investment limits.

The following is a breakdown of the total invested in each type of investment along with its percentage of the portfolio:

Additionally, per the Investment Policy, the City has an established maturity matrix with the investment ranges as follows:

Maturity Range Guideline Portfolio Percentage
The Cities current investment maturity range is as follows:

The weighted average maturity for all City investments is 1.55 years, short term investments with maturity within six months continues to draw higher yields, however longer term yields have been increasing making investing in longer term assets more appealing.

Amount % of Portfolio
$2,734,009.39 3%
$10,095,167.26 13%
$19,879,344.19 25%
$18,626,245.62 24%
$6,980,504.28 9%
$19,853,876.00 25%
$78,169,146.74 100%

INVESTMENTS BY TYPE

CHECKING & MONEY MARKET ACCOUNTS/CASH ON HAND
Type

LOCAL AGENCY INVESTMENT FUND (LAIF)

CALTRUST

GSE AGENCY BONDS

COMMERCIAL & MUNICIPAL BONDS

NEGOTIABLE CERTIFICATES OF DEPOSIT

TOTAL OF ALL INVESTMENTS
1 Day to 1 Year 30% - 100%
1 Year to 3 Years 5% - 60%
3 Years to 5 Years 0% - 40%
Amount % of Portfolio
$ 40,454,771.84 52%
$ 18,327,135.06 23%
$ 19,387,239.84 24%
$ 78,169,146.74 100%

3.94%

1.55 INVESTMENTS BY MATURITY
Maturity Range
1 Day to 1 Yr.
1 Yr. to 3 Yrs.
3 Yrs. to 5 Yrs.

Total
Weighted Average Maturity in Years
Weighted Average Yield

Receive and File the January 2025 Investment Report Page 4 For the Meeting of February 25, 2025
Specific details pertaining to the City‘s investment names, CUSIP #’s, coupon and purchase yields, maturity dates, par and book values are included in the Investment and Cash Condition Report attachment.

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,
Michael O'Brien
Director of Administrative Services
Attachments:

1. Investment and Cash Condition Report

2. Investment Authorization Form

CITY OF SAN DIMAS

MONTHLY CASH BALANCE INVESTMENT REPORT
JANUARY 2025

ENDING BALANCE
$570,658.24
BMO HARRIS - MONEY MARKET ACCOUNT $2,160,711.15
$2,640.00
$10,095,167.26
$5,672,981.97
$14,206,362.22
CUSIP # COUPON
YIELD

PURCHASE

YIELD MATURITY PAR VALUE BOOK VALUE
CHEVRON - 3 YEAR BOND 166756ALO 1.02% 4.75% 8/12/2027 $250,000.00 $222,444.51 UNITED HEALTH GROUP - 4 YEAR BOND 91324PDK5 3.85% 4.73% 6/15/2028 $250,000.00 $241,935.46 ADVOCATE HEALTH & HOSPS CORP 007589AA2 3.83% 4.64% 8/15/2028 $305,000.00 $296,779.55 NY LIFE GLOBAL - 5 YEAR BOND 64952WFF5 4.70% 4.76% 1/29/2029 $500,000.00 $500,000.00 METLIFE GLOBAL - 5 YEAR BOND 59217GFR5 4.85% 4.90% 1/8/2029 $250,000.00 $249,451.14 MASS MUTUAL GLOBAL - 5 YEAR BOND 57629W4T4 5.15% 5.15% 5/30/2029 $250,000.00 $249,998.23 NORTHWESTERN MUT GLOBAL - 5 YEAR BOND 66815L2Q1 4.71% 5.16% 1/10/2029 $250,000.00 $245,327.02 ATHENE GLOBAL FDG - 5 YEAR BOND 04685A3G4 2.71% 4.43% 1/7/2029 $350,000.00 $326,841.60 TOYOTA MTR CORP 59217GFR5 3.65% 4.20% 1/9/2029 $300,000.00 $293,442.80 RGA GLOBAL - 5 YEAR BOND 76209PAB9 2.70% 4.50% 1/18/2029 $300,000.00 $278,689.63 MERCEDES BENZ - 4.85 YEAR BOND 233851DW1 3.10% 4.64% 8/15/2029 $350,000.00 $327,541.16 MUTUAL OF OMAHA - 5 YEAR BOND 62829D2E9 4.75% 4.75% 10/15/2029 $250,000.00 $249,997.05 $3,482,448.15
CALIFORNIA ST DEPT WATER - 4 YEAR BOND 13067WRF1 1.32% 4.70% 12/1/2028 $250,000.00 $215,147.50 YUCAIPA VY CALIF WATER DISTRICT 98840BBD4 2.29% 4.72% 9/1/2027 $250,000.00 $232,227.50 ONTARIO CALIFORNIA PUB - 3 YEAR BOND 68304RCD0 1.81% 4.52% 10/1/2027 $255,000.00 $232,539.60 CALIFORNIA ST UNIV REV SYSTEMWIDE- 4 YEAR BOND 13077DQG0 3.85% 4.70% 6/15/2028 $310,000.00 $270,924.50 SOLANO CALIF COMMUNITY COLLEGE - 4 YEAR BOND 83412PHB1 1.48% 4.50% 8/1/2028 $350,000.00 $308,661.50 05565ECR4 4.65% 5.00% 8/13/2029 $300,000.00 $295,721.23 PACIFIC LIFE GLOBAL - 4.5 YEAR BOND 6944PL3C1 4.50% 4.55% 8/28/2029 $250,000.00 $248,463.27 PROTECTIVE LIFE GLOBAL - 4.8 YEAR BOND 74368CCA0 4.77% 4.77% 12/9/2029 $350,000.00 $347,908.68 $2,151,593.78
FEDERAL NATIONAL MTG ASSN - 4 YEAR BOND 3135GASJ1 4.50% 4.70% 5/17/2028 $250,000.00 $248,175.00 FEDERAL HOME LOAN - 5 YEAR BOND 1334HA2L6 4.37% 4.55% 1/16/1930 $500,000.00 $496,000.00 $744,175.00
WELLS FARGO & CO MEDIUM TERM - 3 YEAR BOND 95001DC40 4.50% 4.50% 7/28/2025 $250,000.00 $250,000.00 CFI- 5 YEAR BOND 17298CK64 1.00% 1.00% 8/28/2025 $500,000.00 $500,000.00 BANK OF AMERICA - 5 YEAR BOND 06048WK25 0.75% 0.75% 10/30/2025 $250,000.00 $250,000.00 GOLDMAN SACHS GROUP - 5 YEAR BOND 38150EH4 0.80% 0.80% 11/24/2025 $290,000.00 $290,000.00 JP MORGAN BOND - 5 YEAR BOND 48128G3G3 1.20% 1.20% 4/30/2026 $285,000.00 $285,000.00 EXXON MOBILE CORP - 7 YEAR BOND 30231GBD3 2.28% 0.98% 8/16/2026 $250,000.00 $264,953.75 GOLDMAN SACHS GROUP - 5 YEAR BOND 38150AJ63 1.70% 1.70% 10/29/2026 $210,000.00 $210,000.00 MORGAN STANLEY FIN GLOBAL - 5 YEAR BOND 61766YGT2 1.35% 1.35% 11/18/2026 $250,000.00 $250,000.00 JP MORGAN CHASE BOND - 5 YEAR BOND 48128G5Y2 2.10% 2.10% 1/29/2027 $270,000.00 $270,000.00 BANK OF AMERICA - 5 YEAR BOND 06048WS84 2.75% 2.75% 3/2/2027 $250,000.00 $250,000.00 MORGAN STANLEY-FIN GLOBAL 5 YEAR BOND 61766YJQ5 3.25% 3.25% 4/13/2027 $250,000.00 $250,000.00 INTEL CORP - 5 YEAR BOND 458140BY5 3.75% 4.25% 8/5/2027 $250,000.00 $244,538.75 $3,314,492.50
SYNCHRONY BK RETAIL - 3 YEAR CD 87164WQ68 3.30% 3.30% 8/26/2025 $245,000.00 $245,000.00 CAPITAL ONE BANK - 4 YEAR CD 14042TFH5 2.65% 2.65% 4/13/2026 $246,000.00 $246,000.00 TOYOTA FINANCIAL SAVINGS - 5 YEAR CD 89235MLC3 0.95% 0.95% 7/15/2026 $248,000.00 $248,000.00 MARINE FEDERAL CREDIT UNION - 2 YEAR CD 56824JBD54 4.20% 4.20% 11/27/2026 $249,000.00 $249,000.00 GOLDMAN SACHS BANK USA NEW YORK - 5 YEAR CD 38149M4T7 2.65% 2.65% 4/13/2027 $246,000.00 $246,000.00 STATE BANK OF INDIA - 5 YEAR CD 856285N64 3.30% 3.30% 6/1/2027 $245,000.00 $245,000.00 CENTRAL BANK LITTLE ROCK ARK - 5 YEAR CD 152577BS0 5.30% 5.30% 6/30/2028 $248,000.00 $248,000.00 $1,727,000.00
CALIFORNIA STATE - 5 YEAR BOND 13063EGT7 4.32% 4.32% 8/1/2029 $275,000.00 $277,068.00 $277,068.00

4.42%
INVESTMENTS HELD WITH GREAT PACIFIC SECURITIES:

INVESTMENTS

SUMMARY OF BANK BALANCES YIELD

0.75%

4.366%

BMO HARRIS - GENERAL ACCOUNT

SAN DIMAS PETTY CASH - IMPREST FUNDS

LOCAL AGENCY INVESTMENT FUND (LAIF) CA STATE TREASURER

3.91%
TVI CD'S INVESTMENTS SUBTOTAL :

CALTRUST INVESTMENT PROGRAM-MEDIUM TERM 4.16%

CALTRUST LIQUIDITY FUND
INVESTMENTS HELD WITH TVI:

PACIFIC SECURITIES COMMERCIAL & MUNICIPAL BONDS INVESTMENTS SUBTOTAL:

PACIFIC SECURITIES CORPORATE BONDS INVESTMENTS SUBTOTAL:

PACIFIC SECURITIES GOVERNMENT SPONSORED ENTERPRISES (GSE) AGENCY BONDS INVESTMENTS SUBTOTAL:

TVI MUNICIPAL BONDS SUBTOTAL :

BMW US CAP LLC - 4.5 YEAR BOND
TVI CORPORATE BONDS INVESTMENTS SUBTOTAL:

Attachment 1

FEDERAL AGRIC MTG CORP - 3 YEAR BOND 31424WNJ7 4.54% 4.53% 9/9/2027 $265,000.00 $264,999.97 FEDERAL FARM CR BKS CONS SYSTEMWIDE - 5 YEAR BOND 3133ERL41 4.13% 4.13% 12/17/2029 $517,000.00 $510,703.46 $775,703.43
FEDL NATL MTG ASSN- 5 YEAR BOND 3136G4A86 0.50% 0.55% 7/21/2025 $250,000.00 $249,375.00 FEDL FARM CREDIT BANK - 4 YEAR BOND 3133ENEH9 1.13% 1.13% 11/17/2025 $250,000.00 $250,000.00 FEDL HOME LOAN BANK - 5 YEAR BOND 3130AL2G8 0.60% 0.75% 2/18/2026 $250,000.00 $248,250.00 FEDL NATL MTG ASSN - DISC BOND - 3YEAR 3138LDPW7 2.68% 4.58% 5/1/2026 $250,000.00 $228,805.98 FEDL NATL MTG ASSN - 2 YEAR BOND 3138LDYL1 2.47% 4.93% 6/1/2026 $500,000.00 $473,750.00 FEDL HOME LOAN BANK - 5 YEAR BOND 3130ANMH0 1.10% 1.42% 8/20/2026 $250,000.00 $246,400.00 FEDL FARM CREDIT BANK BOND - 5 YEAR BOND 3133ENSZ4 2.75% 2.75% 4/1/2027 $250,000.00 $250,000.00 FEDL HOME LOAN MTG CORP MEDIUM TERM - 5 YEAR BOND 3134GXTZ7 3.50% 3.50% 5/26/2027 $250,000.00 $250,000.00 FEDL AGRIC MTG CORP - 3 YEAR BOND 31424WKN1 5.23% 5.23% 6/25/2027 $500,000.00 $500,000.00 FEDL HOME LOAN BANK - 5 YEAR BOND 3130ASF53 3.25% 3.41% 6/30/2027 $500,000.00 $499,250.00 FEDL HOME LOAN BANK - 5 YEAR BOND 3130ASZ69 4.05% 4.08% 8/27/2027 $250,000.00 $249,625.00 FEDL NATL MTG ASSN- 5 YEAR BOND 3140LBSE4 1.09% 4.38% 3/1/2028 $350,000.00 $306,250.00 FEDERAL FARM CREDIT BANK BOND - 5 YEAR BOND 3133ERVH1 4.60% 4.60% 1/2/2029 $500,000.00 $500,000.00 FEDL NATL MTG ASSN NOTE- 5 YEAR BOND 3135GAN31 5.20% 5.23% 2/14/2029 $500,000.00 $499,375.00 FEDL HOME LOAN MTG CORP MEDIUM TERM NOT- 5 YEAR BOND 3134H1UZ4 5.00% 5.14% 2/26/2029 $500,000.00 $497,000.00 FEDL NATL MTG ASSN - 5 YEAR BOND 3140NUUA5 4.52% 4.52% 3/1/2029 $500,000.00 $499,062.50 FEDL HOME LOAN MTG CORP - 5 YEAR BOND 3132XDBP7 4.15% 4.15% 4/1/2029 $400,000.00 $392,857.31 FEDL FARM CREDIT BANK BOND- 5 YEAR BOND 3133ERBB6 5.42% 5.42% 4/16/2029 $300,000.00 $299,190.00 FEDL HOME LOAN MTG CORP MEDIUM TERM NOTE - 5 YEAR BOND 3134H1Y23 5.09% 5.09% 6/12/2029 $250,000.00 $249,000.00 FEDL HOME LOAN MTG CORP - 5 YEAR BOND 3132XKSV0 3.81% 3.81% 7/1/2029 $400,000.00 $387,000.00 FEDL NATL MTG ASSN - 5 YEAR BOND 314HU7G5 2.74% 2.74% 8/1/2029 $500,000.00 $472,031.25 FEDL HOMELOAN MTG CORP - 5 YEAR BOND 3132XKTE7 4.02% 4.49% 8/1/2029 $505,000.00 $495,846.88 FEDL HOME LOAN MTG CORP MEDIUM TERM NOTE - 5 YEAR BOND 3134HADQ3 5.05% 5.05% 8/7/2029 $500,000.00 $500,000.00 FEDL HOME LOAN BANK - 5 YEAR BOND 3130B2BA2 5.05% 5.05% 8/20/2029 $500,000.00 $499,500.00 FEDL NATL MTG ASSN - 4.8 YEAR BOND 3140HVJ62 4.60% 2.61% 9/1/2029 $390,000.00 $357,946.88 FEDL HOME LOAN MTG CORP - 5 YEAR BOND 3132XFSR0 4.42% 4.42% 9/1/2029 $500,000.00 $494,687.50 FEDL HOME LOAN BANK - 5 YEAR BOND 3130B2KZ7 5.00% 5.00% 9/11/2029 $500,000.00 $500,000.00 FEDL HOME LOAN BANK BOND - 5 YEAR BOND 3130B2TY1 4.68% 4.68% 9/27/2029 $500,000.00 $500,000.00 FEDL NATL MTG ASSN - 5 YEAR BOND 340NWFK6 4.01% 4.37% 10/1/2029 $500,000.00 $492,656.25 FEDL NATL MTG ASSN - 5 YEAR BOND 3140HV4J0 4.60% 2.14% 10/1/2029 $550,000.00 $493,028.24 FEDL HOME LOAN BANK BOND - 5 YEAR BOND 3130B2YY5 4.63% 4.80% 10/9/2029 $500,000.00 $499,750.00 FEDL HOME LOAN BANK BOND - 5 YEAR BOND 3130B2YJ8 4.63% 4.63% 10/15/2029 $750,000.00 $750,000.00 FEDL NATL MTG ASSN - 5 YEAR CD 3140HW4G4 2.43% 4.75% 1/1/2030 $550,000.00 $493,281.25 $13,623,919.04
BANK OF AMERICA - 5 YEAR BOND 06048WP20 1.25% 1.25% 9/24/2026 $250,000.00 $250,000.00 BANK OF AMERICA - 5 YEAR BOND 06055JEC9 5.50% 5.50% 4/19/2028 $500,000.00 $500,000.00 APPLE INC - 10 YEAR CORPORATE BOND 037833CR9 3.20% 3.30% 5/11/2027 $250,000.00 $248,850.00 SADDLEBACK VALLEY - 7.75 YEAR BOND (MUNICIPAL BOND) 786318LF0 2.40% 3.41% 8/1/2027 $250,000.00 $238,500.00 $1,237,350.00
EVOLVE FEDL CR UN - 1 YEAR 30053QAB1 5.30% 5.30% 3/12/2025 $249,000.00 $249,000.00 SAFRA NATL BANK OF NY - 3 YEAR CD 78658RHM6 2.00% 2.00% 3/24/2025 $248,000.00 $248,000.00 LIVE OAK BANK- 5 YEAR CD 538036LD4 1.40% 1.40% 3/31/2025 $249,000.00 $249,000.00 MEDALLION BANK - 5 YEAR CD 58404DGR6 1.60% 1.60% 3/31/2025 $248,000.00 $248,000.00 CLEARPATH FEDERAL CU BURBANK- 2 YEAR CD 18507MAA9 5.15% 5.15% 4/28/2025 $248,000.00 $248,000.00 DISCOVER BK - 3 YEAR CD 254673B70 2.80% 2.80% 4/28/2025 $247,000.00 $247,000.00 UTAH COMMUNITY CU - 2 YEAR CD 917352AB2 4.80% 4.80% 4/28/2025 $248,000.00 $248,000.00 FLAGSTAR BANK - 5 YEAR CD 33847E3D7 1.15% 1.17% 4/29/2025 $248,000.00 $247,876.00 HSBC BANK - 5 YEAR CALLABLE CD 44329ME33 1.30% 1.30% 5/7/2025 $248,000.00 $248,000.00 INSTITUTION FOR SVGS - 3 YEAR CD 45780PBL8 3.10% 3.10% 5/20/2025 $249,000.00 $249,000.00 CARTER FEDERAL C.U 3 YEAR CD 14622LAC6 3.00% 3.00% 6/23/2025 $249,000.00 $249,000.00 CORP AMERICA FAMILY CU - 1 YEAR CD 219873AG1 5.25% 5.25% 6/30/2025 $248,000.00 $248,000.00 HUGHES FED CR - 2 YEAR CD 444425AA0 5.25% 5.25% 6/30/2025 $248,000.00 $248,000.00 MID AMERICAN CU - 2 YEAR CD 59522NAE4 5.25% 5.25% 6/30/2025 $248,000.00 $248,000.00 MERITRUST CR UN - 3 YEAR CD 59001PAS8 3.35% 3.35% 7/8/2025 $249,000.00 $249,000.00 CREDIT UNION OF TEXAS - 3 YEAR CD 22551KAB8 3.30% 3.30% 7/22/2025 $246,000.00 $246,000.00 TVA CMNTY CR UN - 3 YEAR CD 87305MAB6 3.25% 3.25% 8/4/2025 $249,000.00 $249,000.00 RESOURCE ONE CR UN - 3 YEAR CD 76124YAE6 3.30% 3.30% 8/18/2025 $249,000.00 $249,000.00 STIFEL GOVERNMENT SPONSORED ENTERPRISES (GSE) AGENCY BONDS INVESTMENTS SUBTOTAL:

STIFEL COMMERCIAL & MUNICIPAL BONDS SUBTOTAL:

INVESTMENT HELD WITH STIFEL:

TVI GOVERNMENT AGENCY BONDS SUBTOTAL :

IDEAL CREDIT UNION - 3 YEAR CD 45157PAY6 4.00% 4.00% 8/29/2025 $249,000.00 $249,000.00 ALABAMA CREDIT UNION - 3 YEAR CD 01025RAB5 3.60% 3.60% 9/22/2025 $249,000.00 $249,000.00 UNIVERSITY CREDIT UNION - 3 YEAR CD 914242AA0 4.00% 4.00% 9/26/2025 $249,000.00 $249,000.00 BARCLAYS BANK - 4 YEAR CD 06740KNT0 1.00% 1.00% 12/15/2025 $248,000.00 $248,000.00 BELLCO CREDIT UNION - 18 MONTH CD 07833EAJ6 5.15% 5.15% 12/23/2025 $249,000.00 $249,000.00 US ALLIANCE FED C.U - 4 YEAR CD 90352RCD5 1.35% 1.35% 1/28/2026 $249,000.00 $249,000.00 FARMERS & MERCHANTS BANK- 3.5 YEAR CD 3078115EL9 3.20% 3.20% 2/5/2026 $249,000.00 $249,000.00 CONNEX CREDIT UNION - 18 MONTH CD 208212BN9 4.45% 4.45% 2/27/2026 $249,000.00 $249,000.00 CFG COMMUNITY BANK - 3.5 YEAR CD 12527CFL1 3.80% 3.80% 3/11/2026 $245,000.00 $245,000.00 ALASKA US FEDERAL CREDIT UNION - 3 YEAR CD 011852AH3 5.15% 5.15% 3/23/2026 $248,000.00 $248,000.00 COMENITY CAPITAL BANK- 4 YEAR CD 20033A2Z8 2.60% 2.60% 4/14/2026 $249,000.00 $249,000.00 BAXTER CR UN - 4 YEAR CD 07181JAD6 3.05% 3.05% 6/22/2026 $249,000.00 $249,000.00 INSPIRE FEDERAL CREDIT UNION - 3 YEAR CD 457731AQ0 5.00% 5.00% 6/30/2026 $248,000.00 $248,000.00 NEW YORK COMMUNITY BANK - 5 YEAR CD 649447UZ0 0.70% 0.70% 7/1/2026 $249,000.00 $249,000.00 SALLIE MAE BANK SALT LAKE CITY UT - 5 YEAR CD 795451AB9 1.00% 1.00% 7/21/2026 $248,000.00 $248,000.00 AUSTIN TELCO FED CR - 2 YEAR CD 052392DG9 4.25% 4.25% 8/21/2026 $249,000.00 $249,000.00 WORKERS CREDIT UNION - 2 YEAR CD 98138MCJ7 4.15% 4.15% 8/31/2026 $249,000.00 $249,000.00 FIRST STATE BANK - 4 YEAR CD 33650TAH3 3.60% 3.60% 9/16/2026 $249,000.00 $249,000.00 QUORUM FED CR - 4 YEAR CD 74909LAB6 3.85% 3.85% 9/23/2026 $249,000.00 $249,000.00 PENTAGON FEDERAL CR UN - 5 YEAR CD CUSIP #70962LAS1 70962LAS1 0.90% 0.90% 9/29/2026 $249,000.00 $249,000.00 ONPATH FEDERAL CREDIT UN - 4 YEAR CD 68283MAF3 3.25% 3.25% 9/30/2026 $249,000.00 $249,000.00 HAWAII CENTRAL FCU - 3 YEAR CD 419700AG4 5.50% 5.50% 10/27/2026 $248,000.00 $248,000.00 BANK UNITED NA - 5 YEAR CD 066519RW1 1.35% 1.35% 12/8/2026 $248,000.00 $248,000.00 RIZE FED CR UN - 2 YEAR CD 76971LAJ7 4.25% 4.25% 12/14/2026 $249,000.00 $249,000.00 BANK HAPOALIM BM - 5 YEAR CD 06251A3K4 1.35% 1.35% 12/16/2026 $248,000.00 $248,000.00 CONNEXUS CREDIT UNION - 5 YEAR CD 20825WAR1 1.25% 1.25% 12/23/2026 $249,000.00 $249,000.00 WEST VIRGINIA CENTRAL FCU - 2 YEAR CD 95649LAB6 4.60% 4.60% 12/23/2026 $249,000.00 $249,000.00 AMERANT BANK - 5 YEAR CD 02357QAQ0 1.60% 1.60% 2/16/2027 $248,000.00 $248,000.00 PIMA CREDIT UNION- 4.5 YEAR CD 722000AA4 5.15% 5.15% 2/17/2027 $248,000.00 $248,000.00 METRO CREDIT UNION - 5 YEAR CD 59161YAP1 1.70% 1.70% 2/18/2027 $249,000.00 $249,000.00 BEAL BANK PLANO TEXAS - 5 YEAR CD 07371AZQ9 2.05% 2.05% 3/3/2027 $248,000.00 $248,000.00 BEAL BANK USA LAS VEGAS - 5 YEAR CD 07371CK81 2.05% 2.05% 3/3/2027 $248,000.00 $248,000.00 SPOKANE TEACHERS CR 849061AF3 4.75% 4.75% 3/25/2027 $249,000.00 $249,000.00 MORGAN STANLEY- 5 YEAR CD 61773TDN0 3.00% 3.00% 4/29/2027 $246,000.00 $246,000.00 GENERATION BANK ROGERS AR CD - 5 YEAR CD 37149CAV9 3.10% 3.10% 5/6/2027 $249,000.00 $249,000.00 DEPARTMENT OF COMMERCE - 5 YEAR CD 24951TAT2 3.25% 3.25% 5/13/2027 $249,000.00 $249,000.00 WELLS FARGO SIOUX FALLS - 3 YEAR CD 949764PA6 4.85% 4.85% 5/28/2027 $249,000.00 $249,000.00 CREDIT UNION NEW JERSEY - 3 YEAR CD 22552BAA9 5.40% 5.40% 7/9/2027 $248,000.00 $248,000.00 TRUSTONE FINL CR UN - 5 YEAR CD 89841MAF4 3.40% 3.40% 7/19/2027 $249,000.00 $249,000.00 BMO HARRIS BANK - 5 YEAR CD 05600XHE3 3.55% 3.55% 7/27/2027 $247,000.00 $247,000.00 THIRD FEDL S&L ASSN - 5 YEAR CD 88413QDM7 3.40% 3.40% 7/27/2027 $245,000.00 $245,000.00 CMNTY COMMERCE BANK CLAREMONT- 5 YEAR CD 20367GBH1 3.30% 3.30% 8/10/2027 $249,000.00 $249,000.00 ST VINCENT MED CTR CR - 5 YEAR CD 85279AAA0 3.50% 3.50% 8/12/2027 $249,000.00 $249,000.00 PITTSBURG CITY HALL FCU - 5 YEAR CD 72500MAA3 3.60% 3.60% 8/16/2027 $249,000.00 $249,000.00 SHARONVIEW FCU - 5 YEAR CD 819866BL7 3.50% 3.50% 8/16/2027 $249,000.00 $249,000.00 GHS FEDERAL CREDIT UNION - 5 YEAR CD 36266LAA4 3.80% 3.80% 9/15/2027 $249,000.00 $249,000.00 NEW ORLEANS FIREMANS FCU - 5 YEAR CD 647608AH1 5.00% 5.00% 7/17/2028 $248,000.00 $248,000.00 FIRST FOUNDATION BANK - 4 YEAR D 32026U5R3 4.70% 4.70% 5/10/2028 $244,000.00 $244,000.00 FIRST FED SVGS - 3 YEAR CD 32023HBT4 5.25% 5.25% 6/28/2027 $248,000.00 $248,000.00 NUMERICA CREDIT UNION - 5 YEAR CD 67054NBK8 5.10% 5.10% 7/31/2028 $248,000.00 $248,000.00 GREEN STATE CREDIT UNION- 5 YEAR CD 39573LEL8 5.00% 5.00% 8/29/2028 $248,000.00 $248,000.00 ALLIANT CREDIT UNION- 5 YEAR CD 01882MAH5 5.35% 5.35% 11/15/2028 $248,000.00 $248,000.00 SAN FRANCISCO FEDL CR UNION - 4 YEAR CD 79772FAL0 4.25% 4.25% 11/27/2028 $249,000.00 $249,000.00 USF FEDL CREDIT UNION - 5 YEAR CD 90353EBS1 4.65% 4.65% 12/20/2029 $249,000.00 $249,000.00 JP MORGAN CHASE BANK - 5 YEAR CD 46657VWH9 4.75% 4.75% 1/31/2030 $248,000.00 $248,000.00 STIFEL CD'S INVESTMENT SUBTOTAL: $18,126,876.00

$45,460,625.90
$78,169,146.74
Amount % of Portfolio Amount % of Portfolio
$2,734,009.39 3% 40,454,771.84 $ 52%
$10,095,167.26 13% 18,327,135.06 $ 23%
$19,879,344.19 25% 19,387,239.84 $ 24%
$18,626,245.62 24% $ 100% 78,169,146.74
$6,980,504.28 9%
$19,853,876.00 25% 3.94%
$78,169,146.74 100% 1.55
Michael O'Brien Administrative Services Director/City Treasurer Prepared by: Jennifer Legaspi
3 Yrs. to 5 Yrs.

Total
The above investments have met the requirements as stated in the City's Annual Investment Policy.

CALTRUST

GSE AGENCY BONDS

COMMERCIAL & MUNICIPAL BONDS

NEGOTIABLE CERTIFICATES OF DEPOSIT
TOTAL OF ALL INVESTMENTS Weighted Average Maturity in Years Weighted Average Yield
Maturity Range
1 Day to 1 Yr.

LOCAL AGENCY INVESTMENT FUND (LAIF) 1 Yr. to 3 Yrs.

INVESTMENTS BY TYPE INVESTMENTS BY MATURITY

CHECKING & MONEY MARKET ACCOUNTS/CASH ON HAND
Type
TOTAL CD's/GSE BONDS/ CORPORATE BONDS/TREASURY BILLS

TOTAL OF ALL INVESTMENTS

ATTACHMENT 2

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of February 25, 2025
From: Brad McKinney, City Manager
Prepared by: Anissa Livas, Sr. Management Analyst
Subject: Approve California Office of Emergency Services (CalOES) Form 130 Designating Agents Necessary to Provide for All Matters Pertaining to State and Federal Emergency Management Agency (FEMA) Reimbursements ____________________________________________________________________________

SUMMARY
The City Council will consider approving the CalOES Form 130, designating the City Manager, Assistant City Manager, and Director of Administrative Services as agents necessary to provide all matters pertaining to State and Federal Emergency Agency (FEMA) reimbursements. The resolution will remain in effect for all open and future disasters up to three (3) years following the date of approval.

RECOMMENDATION
Staff recommends that the City Council:
• Adopt the Designation of Applicant’s Agent Resolution for Non-State Agencies. • Designate the City Manager, Brad McKinney as an authorized agent as well as the Assistant City Manager Travis Sais, and the Director of Administrative Services, Michael O’Brien.

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

FISCAL IMPACT
There is no fiscal impact for the recommended action. However, approval of an updated CalOES Form 130 is required for the City to obtain certain disaster cost reimbursements from FEMA and State relating to all future disasters over the next three years.

Approve California Office of Emergency Services (CalOES) Form 130 Page 2 For the Meeting of February 25, 2025

BACKGROUND
The City is eligible to receive public assistance funding under state-issued disaster declarations, which provide financial support for disaster response, recovery, and mitigation efforts. In order to access these funds, the City must have a Form 130 – Designation of Applicant’s Agent Resolution for Non-State Agencies on file with the California Governor’s Office of Emergency Services (CalOES) and the Federal Emergency Management Agency (FEMA).

Form 130 identifies specific City personnel who are authorized to act on behalf of the City in matters related to public assistance funding. These individuals serve as Authorized Agents and are responsible for signing required documents, validating funding requests, and receiving reimbursements from CalOES and FEMA.

Although the City currently has a Form 130 on file, recent administrative changes—including the promotion of the City Manager from Assistant City Manager and the appointment of a new Assistant City Manager—necessitate an update. FEMA and CalOES require that all authorized agent designations reflect the City’s current leadership, as they will not accept signatures or approvals from individuals whose names and titles do not match the records on file.

DISCUSSION/ANALYSIS
CalOES and FEMA require the City Council to authorize, via resolution, a list of titles to serve as Authorized Agents in matters relating to disaster response, recovery, pre-disaster mitigation, hazard mitigation grants (HMPG) and planning. Authorized agents can act as signature authorities and validate and receive funds from CalOES and FEMA.

The Form 130 designates the positions the City Council authorizes to apply for public assistance and recovery funding on behalf of the City for a three-year period. The proposed action would designate the current City Manager, Assistant City Manager, and the Director of Administrative Services.

Should the City Council approve the Form 130, staff will submit all necessary documents to CalOES as required for future reimbursement requests.

ALTERNATIVES
The City Council has the following options to consider on this matter:

1. Adopt the resolution.

2. Adopt the resolution with modifications.

3. Do not adopt the resolution and provide direction to staff.

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,

Approve California Office of Emergency Services (CalOES) Form 130 Page 3 For the Meeting of February 25, 2025
Anissa Livas
Sr. Management Analyst
Attachments:

1. Resolution (Form OES-FPD-130)

2. Letter to Governor's Office of Emergency Services

DESIGNATION OF APPLICANT'S AGENT RESOLUTION FOR NON-STATE AGENCIES

BE IT RESOLVED BY THE OF THE
(Governing Body) (Name of Applicant)

THAT , OR
(Title of Authorized Agent)
, OR
(Title of Authorized Agent)
(Title of Authorized Agent)
is hereby authorized to execute for and on behalf of the , (Name of Applicant)
a public entity established under the laws of the State of California, this application and to file it with the California Governor’s Office of Emergency Services for the purpose of obtaining federal financial assistance for any existing or future grant program, including, but not limited to any of the following:
- Federally declared Disaster (DR), Fire Mitigation Assistance Grant (FMAG), California State Only Disaster (CDAA), Immediate Services Program (ISP), Hazard Mitigation Grant Program (HMGP), Building Resilient Infrastructure and Communities (BRIC), Legislative Pre-Disaster Mitigation Program (LPDM), under - Public Law 93-288 as amended by the Robert T. Stafford Disaster Relief and Emergency Assistance Act of 1988, and/or state financial assistance under the California Disaster Assistance Act.
- Flood Mitigation Assistance Program (FMA), under Section 1366 of the National Flood Insurance Act of 1968.
- National Earthquake Hazards Reduction Program (NEHRP) 42 U.S. Code 7704 (b) ((2) (A) (ix) and 42 U.S. Code 7704 (b) (2) (B) National Earthquake Hazards Reduction Program, and also The Consolidated Appropriations Act, 2018, Div. F, Department of Homeland Security Appropriations Act, 2018, Pub. L. No. 115-141 - California Early Earthquake Warning (CEEW) under CA Gov Code – Gov, Title 2, Div. 1, Chapter 7, Article 5, Sections 8587.8, 8587.11, 8587.12 That the , a public entity established under the
(Name of Applicant)
laws of the State of California, hereby authorizes its agent(s) to provide to the Governor’s Office of Emergency Services for all matters pertaining to such state disaster assistance the assurances and agreements required.

STATE OF CALIFORNIA

CALIFORNIA GOVERNOR'S OFFICE OF EMERGENCY SERVICES

DESIGNATION OF APPLICANT'S AGENT RESOLUTION

NON-STATE AGENCIES
OES-FPD-130 (Rev. 10-2022)

RECOVERY DIRECTORATE

FINANCIAL PROCESSING DIVISION
Cal OES ID No: _____________
Rev. 10-2022 Page 1 of 4 OES-FPD-130
ATTACHMENT 1
037-66070 City Council City Manager Assistant City Manager Director of Administrative ServicesCity of San Dimas City of San Dimas City of San Dimas

Please check the appropriate box below
This is a universal resolution and is effective for all open and future disasters/grants declared up to three (3) years following the date of approval.

This is a disaster/grant specific resolution and is effective for only disaster/grant number(s):

Passed and approved this __day of , 20
(Name and Title of Governing Body Representative)
(Name and Title of Governing Body Representative)
(Name and Title of Governing Body Representative)

CERTIFICATION
I, , duly appointed and of
(Name) (Title)
, do hereby certify that the above is a true and
(Name of Applicant)
correct copy of a resolution passed and approved by the (Governing Body)
of the on the day of , 20 .
(Name of Applicant)
(Signature) (Title)

STATE OF CALIFORNIA

CALIFORNIA GOVERNOR'S OFFICE OF EMERGENCY SERVICES

DESIGNATION OF APPLICANT'S AGENT RESOLUTION

NON-STATE AGENCIES
OES-FPD-130 (Rev. 10-2022)

RECOVERY DIRECTORATE

FINANCIAL PROCESSING DIVISION
Rev. 10-2022 Page 2 of 4 OES-FPD-130 City Council City of San Dimas City of San Dimas ✔ City Clerk City Clerk 25 25 25 February Debra Black 25 February

Director of Administrative
Services
Michael O’Brien
Director of Community
Development
Luis Torrico
Director of Parks and
Recreation
Scott Wasserman
Director of Public Works
Shari Garwick

245 East Bonita Avenue ∙ San Dimas ∙ California 91773-3002 ∙ (909) 394-6200 ∙ Fax (909) 394-6209  sandimasca.gov City Council
Emmett Badar, Mayor
Eric Nakano, Mayor Pro Tem - District 2
Eric Weber - District 1
Rachel Bratakos – District 3
Ryan A. Vienna – District 4
City Manager
Brad McKinney
Assistant City Manager
Travis Sais
City Attorney
Jeff Malawy
February 25, 2025
Governor’s Office of Emergency Services
Grants Management
3650 Schriever Avenue
Mather, CA 95655
Subject: City of San Dimas Designation of Application Resolution Dear CalOES Grants Management Division,
The City of San Dimas will be designating the following individuals to the “Universal” Designation Applicant’s Agency Resolution (OES Form 130) at the City of San Dimas City Council Meeting on February 25, 2025. The purpose of this letter is to update and inform you of the of these changes.

City Manager: Brad McKinney
Assistant City Manager: Travis Sais
Director of Administrative Services: Michael O’Brien
Please make note of the personnel designations above in correspondence to the City of San Dimas OES 130 Designation of Applicants Agent Form. Please get in touch with our office if you require further information.

Sincerely,
Anissa Livas
Sr. Management Analyst
City of San Dimas
[email protected]
ATTACHMENT 2

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of February 25, 2025
From: Brad McKinney, City Manager
Prepared by: Anissa Livas, Sr. Management Analyst
Subject: Approve the Renewal of the General Services Agreement with the County of Los Angeles
____________________________________________________________________________

SUMMARY
The County maintains a standard agreement with each City to outline the authority of the County to provide a variety of services requested by cities. The agreement also specifies the method by which the City makes service requests and pay for the services provided. The existing five-year agreement is expiring June 30, 2025. The attached document renews the agreement for another five-year term.

RECOMMENDATION
Staff recommends that the City Council:
• Approve the five-year General Services Agreement and authorize the Mayor to execute the agreement.

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

FISCAL IMPACT
The Agreement is general in nature, establishing a framework for potential services. Any service rendered will be at the City’s request, and the fiscal impact will vary depending on the scope and nature of those services.

BACKGROUND
The current General Services Agreement (GSA) with the County of Los Angeles expires on June 30, 2025. The renewal five-year agreement will be valid from July 1, 2025, to June 30, 2030.

Renewal of General Services Agreement with the County of Los Angeles Page 2 For the Meeting of February 25, 2025
7 9
9 The GSA is general in nature and provides authority for the County to provide services requested by the City. It also specifies the method by which the City requests and pays for services.

DISCUSSION/ANALYSIS
Services provided under the GSA are available on an "as-needed" basis and include functions such as weed abatement and various public works activities. However, specialized services, such as law enforcement, and animal control are managed through a separate agreement.

The GSA does not obligate the City to utilize County services; instead, it provides a framework for accessing these services when necessary. No services will be provided unless explicitly requested by the City.

ALTERNATIVES
The City Council may choose to not to approve the recommended General Services Agreement with Los Angeles County. If so, the City would lose access to on-demand County services, requiring staff to seek alternative providers, which could result in higher costs.

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,
Anissa Livas
Sr. Management Analyst
Attachments:

1. County of Los Angeles General Services Agreement: July 1, 2025 - June 30, 2030.

1 of 6

GENERAL SERVICES AGREEMENT
THIS GENERAL SERVICES AGREEMENT ("Agreement"), dated for purposes of reference only, July 1, 2025, is made by and between the County of Los Angeles, hereinafter referred to as the "County," and the City of San Dimas, hereinafter referred to as the "City."
RECITALS:
(a) The City is desirous of contracting with the County for the performance by its appropriate officers and employees of City functions.
(b) The County is agreeable to performing such services on the terms and conditions hereinafter set forth.
(c) Such contracts are authorized and provided for by the provisions of Section 56½ of the Charter of the County of Los Angeles and Section 51300, et seq., of the Government Code.

THEREFORE, THE PARTIES MUTUALLY AGREE AS FOLLOWS:

1. The County agrees, through its officers, agents and employees, to perform those City functions, which are hereinafter provided for.

2. The City shall pay for such services as are provided under this Agreement at rates to be determined by the County Auditor-Controller in accordance with the policies and procedures established by the Board of Supervisors.

These rates shall be readjusted by the County Auditor-Controller annually effective the first day of July of each year to reflect the cost of such service in accordance with the policies and procedures for the determination of such rates as adopted by the Board of Supervisors of County.

3. No County agent, officer or department shall perform for said City any ATTACHMENT 1

2 of 6
function not coming within the scope of the duties of such agent, officer or department in performing services for the County.

4. No service shall be performed hereunder unless the City shall have available funds previously appropriated to cover the cost thereof.

5. No function or service shall be performed hereunder by any County agent, officer or department unless such function or service shall have been requested in writing by the City on order of the City Council thereof or such officer as it may designate and approved by the Board of Supervisors of the County, or such officer as it may designate, and each such service or function shall be performed at the times and under circumstances which do not interfere with the performance of regular County operations.

6. Whenever the County and City mutually agree as to the necessity for any such County agent, officer or department to maintain administrative headquarters in the City, the City shall furnish at its own cost and expense all necessary office space, furniture, and furnishings, office supplies, janitorial service, telephone, light, water, and other utilities. In all instances where special supplies, stationery, notices, forms and the like must be issued in the name of the City, the same shall be supplied by the City at its expense.

It is expressly understood that in the event a local administrative office is maintained in the City for any such County agent, officer or department, such quarters may be used by the County agent, officer or department in connection with the performance of its duties in territory outside the City and adjacent thereto provided, however, that the performance of such outside duties shall not be at any additional cost to the City.

7. All persons employed in the performance of such services and functions for

3 of 6
the City shall be County agents, officers or employees, and no City employee as such shall be taken over by the County, and no person employed hereunder shall have any City pension, civil service, or other status or right.

For the purpose of performing such services and functions, and for the purpose of giving official status to the performance hereof, every County agent, officer and employee engaged in performing any such service or function shall be deemed to be an agent, officer or employee of said City while performing service for the City within the scope of this agreement.

8. The City shall not be called upon to assume any liability for the direct payment of any salary, wages or other compensation to any County personnel performing services hereunder for the City, or any liability other than that provided for in this agreement.

Except as herein otherwise specified, the City shall not be liable for compensation or indemnity to any County employee for injury or sickness arising out of his or her employment.

9. The parties hereto have executed an Assumption of Liability Agreement approved by the Board of Supervisors on December 27, 1977 and/or a Joint Indemnity Agreement approved by the Board of Supervisors on October 8, 1991. Whichever of these documents the City has signed later in time is currently in effect and hereby made a part of and incorporated into this agreement as set out in full herein. In the event that the Board of Supervisors later approves a revised Joint Indemnity Agreement and the City executes the revised agreement, the subsequent agreement as of its effective date shall supersede the agreement previously in effect between the parties hereto.

10. Each County agent, officer or department performing any service for the

4 of 6
City provided for herein shall keep reasonably itemized and in detail work or job records covering the cost of all services performed, including salary, wages and other compensation for labor, supervision and planning, plus overhead, the reasonable rental value of all County-owned machinery and equipment, rental paid for all rented machinery or equipment, together with the cost of an operator thereof when furnished with said machinery or equipment, the cost of all machinery and supplies furnished by the County, reasonable handling charges, and all additional items of expense incidental to the performance of such function or service.

11. All work done hereunder is subject to the limitations of the provisions of Section 23008 of the Government Code, and in accordance therewith, before any work is done or services rendered pursuant hereto, an amount equal to the cost or an amount 10% in excess of the estimated cost must be reserved by the City from its funds to ensure payment for work, services or materials provided hereunder.

12. The County shall render to the City at the close of each calendar month an itemized invoice which covers all services performed during said month, and the City shall pay County therefore within thirty (30) days after date of said invoice.

If such payment is not delivered to the County office which is described on said invoice within thirty (30) days after the date of the invoice, the County is entitled to recover interest thereon. Said interest shall be at the rate of seven (7) percent per annum or any portion thereof calculated from the last day of the month in which the services were performed.

13. Notwithstanding the provisions of Government Code Section 907, if such payment is not delivered to the County office which is described on said invoice within thirty (30) days after the date of the invoice, the County may satisfy such indebtedness,

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including interest thereon, from any funds of any such City on deposit with the County without giving further notice to said City of County's intention to do so.

14. This Agreement shall become effective on the date herein-above first mentioned and shall run for a period ending June 30, 2030, and at the option of the City Council of the City, with the consent of the Board of Supervisors of County, shall be renewable thereafter for an additional period of not to exceed five (5) years.

15. In the event the City desires to renew this Agreement for said five-year period, the City Council shall not later than the last day of May 2030, notify the Board of Supervisors of County that it wishes to renew the same, whereupon the Board of Supervisors, not later than the last day of June 2030, shall notify the City Council in writing of its willingness to accept such renewal. Otherwise, such Agreement shall finally terminate at the end of the aforedescribed period.

Notwithstanding the provisions of this paragraph herein-above set forth, the County may terminate this Agreement at any time by giving thirty (30) days' prior written notice to the City. The City may terminate this Agreement as of the first day of July of any year upon thirty (30) days' prior written notice to the County.

16. This Agreement is designed to cover miscellaneous and sundry services which may be supplied by the County of Los Angeles and the various departments thereof. In the event there now exists or there is hereafter adopted a specific contract between the City and the County with respect to specific services, such contract with respect to specific services shall be controlling as to the duties and obligations of the parties anything herein to the contrary notwithstanding, unless such special contract adopts the provisions hereof by reference.

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IN WITNESS WHEREOF, the parties hereto have caused this Agreement to be executed by their duly authorized officers.

Executed this _____________day of ________________________2025.

The City of San Dimas,
By _____________________________
Mayor
ATTEST:

City Clerk THE COUNTY OF LOS ANGELES
By_____________________________ By_____________________________ Chair, Board of Supervisors
ATTEST:

EDWARD YEN
Executive Officer/Clerk
of the Board of Supervisors
By_____________________________
Deputy
APPROVED AS TO FORM:

DAWYN R. HARRISON
County Counsel
By ___________________________
Senior Deputy

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of February 25, 2025
From: Brad McKinney, City Manager
Prepared by: Scott Wasserman, Director of Parks & Recreation Subject: Adopt Resolution 2025-12 Approving the First Amendment to the Lease Agreement between Vincenzo's Terrazza Located at 121 North San Dimas Avenue and the City of San Dimas to Adjust the Monthly Base Rent. Authorize the City Manager to Execute the Agreement in a Form Approved by the City Attorney.
____________________________________________________________________________

SUMMARY
The First Amendment to the Lease Agreement between the City of San Dimas and Vincenzo's Terrazza would reduce the monthly base rent to $4,200 for the period of February 1, 2025 to October 31, 2025; allow the City the option to increase the monthly base rent to an amount not to exceed $6,300 per month for the remainder of the contract term, ending April 30, 2026; and provide two additional one-year extensions with a monthly base rent of $6,300.

RECOMMENDATION
Staff recommends the City Council:

1. Adopt Resolution 2025-12 Approving the First Amendment to the Lease Agreement for Vincenzo’s Terrazza.

2. Authorize the City Manager or his designee to execute the agreement in a form approved by the City Attorney
GOVERNMENT CODE §84308 APPLIES:
https://leginfo.legislature.ca.gov
No

FISCAL IMPACT
The fiscal impact is dependent on City Council action. If the City Council approves the recommended action, the fiscal impact will be a loss of $18,000 in revenue from base rent

Approving the First Amendment to the Lease Agreement between Vincenzo's Terrazza and the City of San Dimas to Adjust Monthly Base Rent Page 2
For the Meeting of February 25, 2025
payments for the period February – October 2025. For the remaining contract period, November 1, 2025 – April 30, 2026, the City Councill will have the option to establish a monthly rent not to exceed $6,300 based on financials provided by Vincenzo’s Terrazza.

BACKGROUND
Vincenzo's Terrazza, Inc. (Tenant) entered into a contact with the City of San Dimas (Landlord) on April 23, 2023, to operate a restaurant in the Walker House. The restaurant provides lunch Monday, Wednesday, Thursday and Friday 11:30 a.m. – 2:30 p.m.; brunch on Saturday and Sunday, 10:30 a.m. – 2:00 p.m.; and dinner Monday-Thursday, 5:00-9:00 p.m. and Saturday, 5:00-10:00 p.m. The current Agreement is set to expire April 30, 2026.

For the first six months of the contract, the tenant did not pay base rent but paid for the cost of utilities associated with restaurant operations. As the contract term progressed, the base rent increased gradually, starting at $4,200 on November 1, 2023; increasing to $5,500 February 2024 through April 30, 2025; and rising to $6,300 May 1, 2025 though April, 2026. In May of 2024, Vincenzo’s Terrazza was paying monthly rent of $5,500 when it requested a $2,000 per month reduction to $3,500 per month.

DISCUSSION/ANALYSIS
Before Vincenzo’s Terrazza, the Walker House had been without a restaurant since 2020, when its previous occupant shut down operations. Expanding restaurant options remains a priority for residents, so the initial lease with Vincenzo’s was welcomed. Without a restaurant, the City fully incurs the cost of maintaining the Walker House as well as paying for utilities costs to facilitate the continued operation of the San Dimas Historical Society on the 2nd floor. The goal of retaining a restaurant while offsetting the total cost of ownership of the Walker House is in the interest of the City and its residents.

Section 4.1(c1) of the Lease Agreement between the City of San Dimas and Vincenzo’s Terrazza provides for Tenant and Landlord to enter into negotiation to evaluate changes to Section 4.1 (Rent). The intent of this provision is to allow the two parties to renegotiate changes to the rent and to re-state Section 4.1. In May 2024, the Tenant requested that the monthly rent be lowered to $3,500 and identified several obstacles associated with operating in the Walker House that were the basis for this request. The obstacles identified were: higher-than-expected utility bills, a downward trend in restaurant spending and the absence of a liquor license provided by the Alcohol Beverage Control (”ABC”). The Tenant is in the process of applying for a liquor license that will allow Vincenzo’s to sell hard liquor to generate additional revenue. Vincenzo’s continues to make utility reimbursement payments to the City for all primary utilities serving the restaurant space and is also expected to continue generating sales tax revenue for the City in 2025.

City staff reviewed financial information related to the restaurant and determined that it is reasonable to accommodate a monthly rent reduction to ensure continued operations of the restaurant. City staff recommends establishing the monthly rent of $4,200 for the period February - October 2025, as this is the lowest monthly rent contemplated in the original rental agreement.

Under the proposed Amendment, the City Council will have an opportunity to review Vincenzo’s Terrazza’s financials in October 2025 and will use this information to establish the monthly base rent for the remainder of the contract (November 2025 to April 2026).

Approving the First Amendment to the Lease Agreement between Vincenzo's Terrazza and the City of San Dimas to Adjust Monthly Base Rent Page 3
For the Meeting of February 25, 2025
Implementing this rent reduction would result in a future revenue loss of $18,000 for the period February 1, 2025 - October 31, 2025. With the base rent set at $4,200, these revenues would continue to help cover the ongoing maintenance of the Walker House, including necessary painting of the façade and minor repairs. The proprietor of Vincenzo’s Terrazza has communicated to staff that they are confident they can continue to provide restaurant services in the facility if the rent is lowered to $4,200 per month. If approved by the City Council, the reduction of monthly rent to $4,200 will be effectuated to begin February 1, 2025.

ALTERNATIVES
The City Council could decide not to reduce the monthly rental rate to $4,200. Under this scenario, Vincenzo’s Terrazza would continue to face financial challenges in operating the restaurant and would be required to pay the current rental rates contemplated in the original Lease Agreement.

It is also possible that the restaurant could not sustain operations without the requested rent reduction.

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 2025-12

2. First Amendment to the Agreement Between City of San Dimas and Vincenzo’s Terrazza,Inc.

3. Lease Agreement between the City of San Dimas and Vincenzo’s Terrazza, Inc.

ATTACHMENT 1
RESOLUTION 2025-12

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

FIRST AMENDMENT TO THE LEASE AGREEMENT BETWEEN THE CITY OF SAN DIMAS AND VINCENZO’S TERRAZZA
WHEREAS, the City of San Dimas (“City”) is the owner of that certain real property located at 121 North San Dimas Avenue, San Dimas, 91773, consisting of parcel APN-8387- 011-904 (“Property”); and
WHEREAS, the structure commonly known as the Walker House is located on the Property; and
WHEREAS, the City desires to continue to make the Walker House available as a community asset to San Dimas residents; and
WHEREAS, the City and Vincenzo’s Terrazza, Inc. (“Vincenzo’s Terrazza”) entered into a Lease Agreement on April 23, 2023 to allow Vincenzo’s Terrazza to operate a restaurant in the Walker House; and
WHEREAS, the City and Vincenzo’s Terrazza now desire to amend the Lease Agreement as set forth in the First Amendment to Lease Agreement between the City of San Dimas and Vincenzo’s Terrazza, Inc. (“First Amendment”).

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

SECTION 1. The rent reduction contemplated in the First Amendment effective February 1, 2025 serves a public purpose, based on the following findings of fact:

A. The Walker House is included in the California Register of Historical Resources and is listed on the National Register of Historic Places. At the time the Walker House was purchased by the San Dimas Redevelopment Agency in 2000, the structure had badly deteriorated and it has since been restored. The First Amendment, by ensuring the ongoing operation and viability of a restaurant business in the historic Walker House, helps preserve this important historic resource located in the City because the structure is maintained and preserved by the tenant on a day-to-day basis.

B. The First Amendment, by helping to ensure the ongoing operation and viability of a restaurant business in the historic Walker House, enhances downtown City commercial activity, and the restaurant generates sales tax income which the City would not otherwise receive.

SECTION 2. The City Council of the City of San Dimas hereby approves the First Amendment to the Lease Agreement between the City of San Dimas and Vincenzo’s Terrazza, substantially in the form attached hereto.

SECTION 3. The City Manager is authorized to execute the First Amendment to the Lease Agreement.

Resolution 2025-12 Page 2
Amendment to Vincenzo’s Lease Agreement
February 25, 2025
SECTION 4. The City Clerk shall attest and certify the adoption of this resolution.

PASSED, APPROVED AND ADOPTED this 25th day of February, 2025. __________________________
Emmett G. Badar, Mayor
ATTEST:
_____________________________
Debra Black, City Clerk
I, Debra Black, City Clerk, hereby certify that Resolution 2025-12 was approved by vote of the City Council of the City of San Dimas at its regular meeting of February 25th, 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
_____________________________
Debra Black, City Clerk

ATTACHMENT 2

ATTACHMENT 3

PO Box 2411, Tustin, CA 92781
T: 657-622-4200 | F: 866-254-4423 | www.carlwarren.com
CA License #2607296
2/20/2025
Luther Lemons
PO Box 701
Riverside CA 92502
Explanation of Rejection
RE: Claim : Luther Lemons V. City of San Dimas
Claimant : Luther Lemons
Member : City of San Dimas
Date Rec’d by Mbr : 02-10-2025
Date of Event : 01-07-2025
CW File Number : CJP-3053443
Dear Mr. Lemons:

As you may recall we are the claim administrators for the City of San Dimas.

The subject tree was noted to be in good condition and adequately maintained within the recommended trimming cycle of every 4yrs. This tree was last maintained on 03-11-2022. The likely cause of branch failure was due to the strong winds. On the date of the incident, weather reported wind gusts at 59mph; wind speed at 35mph. The cause of this branch failure was not within the city’s control.

Janice Baluyut
Janice Baluyut
Claims Examiner
Carl Warren & Company, LLC | A Venbrook Company
Direct: 657.622.4326
Email: [email protected]
Cc: City of San Dimas

PO Box 2411, Tustin, CA 92781
T: 657-622-4200 | F: 866-254-4423 | www.carlwarren.com
CA License #2607296
2/20/2025
TO: City of San Dimas
ATTENTION: Debra Black, Brad McKinney

RECOMMENDATION TO REJECT
RE: Claimant: Luther Lemons
Our Client: City of San Dimas
Date of Loss: 01-07-2025
Our File Number: CJP-3053443
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 proof of mailing with your rejection notice to the claimant. Please provide us with a copy of the Notice of Rejection and a 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,
Janice Baluyut
Janice Baluyut
Claims Examiner
Carl Warren & Company, LLC | A Venbrook Company
Direct: 657.622.4326
Email: [email protected]

k

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Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of February 25, 2025
From: Brad McKinney, City Manager
Prepared by: Taylor Galindo, Assistant Planner
Subject: Introduction of Ordinance 1321 Approving Municipal Code Text Amendment 24- 01, Amending Title 18-Chapter 18.38 Accessory Dwelling Units and Chapter

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

SUMMARY
Municipal Code Text Amendment 24-01 proposes to amend Chapter 18.38, Accessory Dwelling Units (ADU), and Chapter 18.170, Electric Vehicle Charging Stations (EVCS), of the City’s Municipal Zoning Code. This amendment aims to ensure compliance with State laws AB 345, AB 976 and SB 477. Direction was provided by the Department of Housing and Community Development (HCD) for ADUs and AB 970 for EVCS updates to align with the intent outlined in these chapters.

On November 21, 2024, the Planning Commission considered an initiation to amend Chapters

18.38 and 18.170 to bring both chapters into compliance with State law. The Commission voted 5-0 to approve the initiation and move forward with the amendments. Subsequently, on December 19, 2024, the Planning Commission considered the proposed ordinance and voted 5-0 to adopt Resolution PC 1691 and to recommend approval of MCTA 24-01 to the City Council.

At the January 28, 2025, City Council meeting, the City Council voted 5-0 to introduce Ordinance 1321 approving Municipal Code Text Amendment 24-01. During a regular City Council meeting on February 11, 2025, Staff pulled the item from the Consent Calendar during the second reading of the Ordinance to reintroduce the Ordinance at a future meeting, with the additional findings as a requirement per Government Code § 66326.

RECOMMENDATION
Staff and the Planning Commission recommend the City Council:
• Introduce Ordinance 1321 approving Municipal Code Text Amendment 24-01, a request to amend Title 18 of the San Dimas Municipal Zoning Code-Chapter 18.38 Accessory

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For the Meeting of February 25, 2025
Dwelling Units and Chapter 18.170 Electronic Vehicle Charging Stations to comply with State law updates.

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

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

BACKGROUND
On January 29, 2024, the City of San Dimas received correspondence from the Department of Housing and Community Development (HCD), indicating the City's Accessory Dwelling Units (ADU) ordinance was not in compliance with state law. The letter included proposed amendments, some of which are not mandated by State Law, leading to disagreements on a few of the proposed amendments. In response, the City provided HCD with comprehensive findings supporting its reasoning for the disagreement regarding the requested proposed amendments and communicated an anticipated revision timeline for Spring 2025.

Following the receipt of the HCD letter, staff commenced the initiation process in accordance with the San Dimas Municipal Code (SDMC) to revise the Accessory Dwelling Units (Chapter 18.38) and Electric Vehicle Charging Stations (Chapter 18.170) chapters. These amendments were set with the intent to bring the SDMC into compliance with state law. On November 21, 2024, the Planning Commission reviewed and unanimously approved the initiation. Subsequently, on December 19, 2024, the Commission unanimously adopted Resolution PC 1691, recommending Municipal Code Text Amendment 24-01 to the City Council.

After the Planning Commission’s approval, staff prepared a report for the initial reading of the proposed amendments, which detailed the exclusion of a few of HCD’s proposed amendment items (See Attachment 2). During a regular City Council meeting on January 28, 2025, the proposed amendments were presented, and the Council unanimously voted to introduce Ordinance 1321, thereby approving the amendments to both chapters.

Pursuant to Government Code § 66326, when a local agency enacts an ordinance that omits amendments proposed by the Department of Housing and Community Development (HCD), the ordinance must include findings detailing the reasonings for the excluded items. The draft ordinance included as an attachment in the staff report for the January 28, 2025, meeting did not incorporate the mandated findings as specified by Government Code § 66326. Consequently, during the regular City Council meeting on February 11, 2025, the second reading was withdrawn from the consent calendar at Staff's request to add the required findings to the ordinance and reintroduce at a future meeting.

Furthermore, the revised ordinance includes two (2) minor changes from the proposed amendments presented on January 28, 2025. The first change is proposed for the ADU ordinance; in response to concerns raised by the public related to electric vehicle chargers, Staff is proposing to increase the size restriction for attached garages to an ADU to accommodate electric vehicle charging equipment inside the garage. The second change is proposed for the EV ordinance; correcting a grammatical error to clarify that EV charging stations are permitted by

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right where service stations are conditionally permitted. This proposal aligns with the concurrent consideration of these items.

DISCUSSION/ANALYSIS
The proposed amendments to Chapter 18.38 (Accessory Dwelling Units) and Chapter 18.170 (Electric Vehicle Charging Stations) of the San Dimas Municipal Code are necessary to comply with State law. These changes are to adhere to State law requirements and incorporate staff recommendations which provide clarity and or help maintain local control. California Government Code § 66326 (See Attachment 3) states that when the Department of Housing and Community Development (HCD) deems an ordinance non-compliant, a local agency must submit a revised ordinance, respond within thirty days of the non-compliance notification, and either implement the changes or include its findings in the newly adopted ordinance. San Dimas received such a noncompliance letter from HCD on January 29, 2024, related to the City’s ADU ordinance. The ordinance reviewed by the City Council on January 28, 2025, did not include these findings within the draft ordinance. Consequently, on February 11, 2025, staff requested the item to be pulled from the consent calendar to incorporate necessary adjustments.

In addition to the findings now included in the Ordinance, Staff is proposing to adjust two (2) minor amendments in the proposed ordinance. These minor amendments are highlighted below in yellow:
§ 18.38.040. Development standards
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 441 529 square feet in size, with a minimum interior area of ten feet by twenty feet per
vehicle.

Staff is proposing to increase the allowable square footage from 441 square feet to 529 square feet. This slight increase will provide additional space to accommodate charging equipment for electric vehicles inside the garage and will also accommodate slightly larger vehicles. § 18.170.040 Development standards
B. Where Permitted. Subject to the provisions of this chapter, standalone electric vehicle charging stations shall be permitted by right allowed as a primary use in areas of the city where service stations are permitted by right conditionally permitted.

The corrected language further clarifies that EV charging stations are permitted by right as a primary use where service stations are conditionally permitted, as no service stations are permitted by right in the City of San Dimas. Service stations are conditionally permitted.

ALTERNATIVES

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For the Meeting of February 25, 2025
There is no alternative for this proposed request.

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,
Taylor Galindo
Assistant Planner
Attachments:

1. Ordinance 1321- with findings per Gov. Code § 66326

2. January 28, 2025, City Council Staff Report

3. Gov. Code § 66326

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.

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

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Municipal Code Text Amendment 24-01
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.

D. Pursuant to Government Code Section 66326(b)(2), the City Council finds as follows:
a. The City of San Dimas (City) has considered the findings made by the California Department of Housing and Community Development (HCD) provided in writing to the City in a letter dated January 29, 2024 regarding the City’s draft Accessory Dwelling Unit ordinance. Having considered HCD’s findings, the City Council finds that this ordinance complies with Government Code Sections 66310-66342 (State ADU Law). This ADU ordinance reflects and is consistent with HCD’s findings in its January 29, 2024 correspondence, except for the three items described

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Municipal Code Text Amendment 24-01
below in subsections b-d. Consistent with Government Code Section 66326(b)(2)(B), subsections b-d below constitute the City’s explanation of the reasons the City believes that this ordinance compliances with State ADU Law despite HCD’s findings.
b. HCD Finding - Unit Mixture
With respect to unit mixture, HCD found as follows, potentially resulting in a total of four units on a single-family property: “if the local agency approves an ADU that is created from existing (or proposed) space of a single-family dwelling, or created from an existing accessory structure, and the owner subsequently applies for a detached ADU permit (or vice versa), which meets the size and setback requirements, pursuant to the subdivision, the local agency cannot deny the applicant, nor deny a permit for a JADU under this section. This permits a homeowner, who meets specified requirements, to create one (1) converted ADU, one (1) detached, new construction ADU, and one (1) JADU, in any order without prejudice, totaling three units.” Under this reading, if the property qualified for SB 9, state law would then require that the City allow an additional unit on the property for a total of five units.

HCD also took the position that on a parcel with a multifamily dwelling (which would include an attached duplex according to HCD’s interpretation of “multifamily dwelling”), the City must allow two detached ADUs and a third ADU converted from non-habitable space within the duplex for, again, a total of five units on the parcel. Notably, this could occur on a single-family zoned lot if the parcel qualified for SB 9.

City Response/Finding pursuant to Government Code § 66326(b)(2)(B) The City respectfully disagrees with HCD’s interpretation of state law for several reasons as set forth below.

1. There is no case law addressing this issue, so there is no authoritative interpretation of Government Code Section 66323 (formally subsection (e)(1) of Government Code Section 65852.2) to support HCD’s position.

2. The statutory language does not support HCD’s interpretation and, in fact, contradicts it.

Government Code Section 66323 (a) (formally subsection (e)(1) of Government Code Section 65852.2) says that the city shall “ministerially approve an application … to create any of the following.” It does not say “all of the following,” nor does it say “one or more of the following,” nor is there an “and” after the penultimate item to indicate that the list is inclusive. The English language does not require the inference HCD contends the law requires.

Moreover, Government Code Section 66323 (a)(2) (formally subsection (e)(1) of Government Code Section 65852.2) adds some notable language: “The accessory dwelling unit may be combined with a junior accessory dwelling unit described in paragraph (1).” In other words, someone can have both a JADU and a detached ADU.

The fact that this word “combined” was included implies that without this language (1) and (2) could not be combined. Furthermore, the statute does not say that the ADU in (a)(1)(A) (formally subsection (e)(1)(A)) can be combined with the ADU in (a)(2) (formally subsection (e)(1)(B)). The fact that it only mentions a combination with the JADU is telling.

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Municipal Code Text Amendment 24-01
In other words, an ADU applicant may only combine multiple options if the statute explicitly says they can be combined. If that was already implied by the word “any,” then the legislature would not have needed to make it clear that some of these options can be “combined.” But subsection (a)(2) is the only place where the statute says that options can be combined. For example, (a)(3) does not say it can be combined with (a)(4), and (a)(4) does not say it can be combined with (a)(3). [The subsections referenced in HCD’s letter to the City are now consolidated under Section 66323.]

3. HCD published an ADU Handbook in December 2020 that addressed this exact issue and stated that these options could not be combined, directly contradicting the position HCD subsequently has taken, even though the statutory language did not change.

4. HCD’s position directly contradicts HCD’s current guidance on the implementation of SB 9, which clearly says that cities are not required to allow more than four units on a singlefamily property. However, as discussed above, HCD’s interpretation of ADU law would require cities to allow up to five units on a single-family property. The following is from page 7 of HCD’s “SB 9 Fact Sheet,” which is currently available on the HCD website (at this address: https://www.hcd.ca.gov/sites/default/files/docs/planning-and-community/sb9-fact-sheet.pdf): “. . . in no case does SB 9 require a local agency to allow more than four units on a single lot, in any combination of primary units, ADUS, and Junior ADUs.” Consequently, in light of the current existing contradiction in HCD’s interpretation of ADU law and SB 9, there is no reason for the City to defer to HCD’s interpretation on this issue.

5. In light of these clear contradictions, HCD’s interpretation of state ADU law on this issue would not receive any deference in state court. Case law is clear that when a state agency flatly contradicts itself, and when its current interpretation is not long-standing, its interpretation of state law is not entitled to deference. (Kaanaana v. Barrett Bus. Servs., Inc., 11 Cal. 5th 158, 178 (2021); State Bldg. & Constr. Trades Council of California v.

Duncan, 162 Cal. App. 4th 289, 303 (2008).)

6. In summary, HCD’s finding is not supported in either case law or the statutory language, and HCD itself has published contradictory interpretations of the same state law provision. c. HCD Finding - Washer/Dryer Hookups
The City's current ADU ordinance mandates that washer/dryer hookups be provided within an ADU. For a JADU, hookups may be situated in a shared common space. HCD requested the removal of this requirement from the ordinance.

City Response/Finding pursuant to Government Code § 66326(b)(2)(B) The washer/ dryer hookups requirement was originally included in the ordinance due to the presence of only one laundromat in the City, making in-home appliances necessary. Additionally, state law requires ADU standards to be objective, and the washer/dryer hookup is an objective standard.

Government Code Section 66314 (b)(1) states that an ADU ordinance shall: “Impose objective standards on accessory dwelling units that include, but are not limited to, parking, height, setback, landscape, architectural review, maximum size of a unit, and standards that prevent adverse

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Municipal Code Text Amendment 24-01
impacts on any real property that is listed in the California Register of Historical Resources.” The requirement for washer/dryer hookups constitutes an objective standard. Therefore, Government Code Section 66315 (formally 65852.2 subsection (a)(8)) does not prohibit the inclusion of this standard for ADUs. Additionally, Government Code Section 66315 applies solely to lots containing “single-family dwellings” and does not pertain to ADUs located on lots with multi-family dwellings.

Previous discussions between City staff and HCD confirmed that the requirement for washer/dryer connections was deemed acceptable due to the presence of only one laundromat in the City, underscoring the necessity for in-home appliances.
d. HCD Finding - Equestrian/Agricultural Property
HCD found that the equestrian setback standards of adjoining properties may not impede an ADU application and requested that this standard be eliminated so as not to impede ADU development.

City Response/Finding pursuant to Government Code § 66326(b)(2)(B) Preliminarily, the equestrian setback standards set forth in the ADU ordinance do not necessarily impede an ADU application. The ordinance requires ADUs to comply with equestrian setback standards, which were established to comply with the Los Angeles County Health Code. ADUs and any other residential structure must maintain a 35-foot setback from a corral located on-site and 80 feet from any corral located on an adjacent parcel. The removal or inapplicability of these requirements to ADUs would potentially lead to volitation of County health regulations, which are adopted by reference as the health code of the City. (San Dimas Municipal Code §8.04.010.) Los Angeles County Code § 11.16.090 states: “a person shall not keep any animal, fowl or bird, wild or domestic, other than cats, dogs, canaries or birds of the psittacine family, within 35 feet of any restaurant, food establishment, residence, or dwelling, or other building used for the habitation of human beings, or within 100 feet of any school building, hospital building or similar institution building. It is unlawful to keep or maintain a premises, yard, coop or building in which fowl or animals are maintained in a foul or insanitary condition. The provisions of this section regarding distances shall not apply to accredited laboratories regulated by the California Department of Health Services.”

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, as set forth in Exhibit A, attached hereto and incorporated herein, 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 jurisdication, 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.

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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.

PASSED, APPROVED AND ADOPTED at a regular meeting of the City Council of the City of San Dimas this 25th 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 25th day of February, 2025.
___________________________
Debra Black, City Clerk

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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. §18.08.347. Livable space.

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“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 an 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.
§ 18.38.060 Appeals.
§ 18.38.010. Purpose.

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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 single-family 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.

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)

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§ 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.

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.

Ordinance 1321 Page 11
Municipal Code Text Amendment 24-01
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.

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.

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Municipal Code Text Amendment 24-01

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.

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 nonPage 122 – 160 Ordinance 1321 Page 13
Municipal Code Text Amendment 24-01
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 529 square feet in size, with a minimum interior area of ten feet by twenty feet per vehicle.

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.

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Municipal Code Text Amendment 24-01
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 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

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Municipal Code Text Amendment 24-01
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 permitted by right as a primary use in areas of the city where service stations are conditionally permitted.

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 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.

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Municipal Code Text Amendment 24-01

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.

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 January 28, 2025
From: Brad McKinney, City Manager
Prepared by: Taylor Galindo, Assistant Planner
Subject: Discussion and Consideration of Municipal Code Text Amendment 24-01, a Municipal Code Text Amendment of Title 18-Chapter 18.38 Accessory Dwelling Units and Chapter 18.170 Electronic Vehicle Charging Stations to Comply with State Law Updates.
____________________________________________________________________________

SUMMARY
Municipal Code Text Amendment 24-01 proposes to amend Chapter 18.38, Accessory Dwelling Units (ADU), and Chapter 18.170, Electric Vehicle Charging Stations (EVCS), of the City’s Municipal Zoning Code. This amendment aims to ensure compliance with State laws AB 345, AB 976 and SB 477, direction provided by the Department of Housing and Community Development (HCD) for ADUs and AB 970 for EVCS updates and align with the intent outlined in these chapters.

On November 21, 2024, the Planning Commission considered an initiation to amend Chapters

18.38 and 18.170 to bring both chapters into compliance with State law. The Commission voted 5-0 to approve the initiation and move forward with the amendments. Subsequently, on December 19, 2024, the Planning Commission considered the proposed ordinance and voted 5-0 to adopt Resolution PC 1691 and to recommend approval of MCTA 24-01 to the City Council.

RECOMMENDATION
Staff and the Planning Commission recommend that the City Council:
• Conduct a public hearing to receive public input.
• Introduce Ordinance 1321 approving Municipal Code Text Amendment 24-01, a request to amend Title 18 of the San Dimas Municipal Zoning Code-Chapter 18.38 Accessory Dwelling Units and Chapter 18.170 Electronic Vehicle Charging Stations to comply with State law updates.

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

ATTACHMENT 2

Municipal Code Text Amendment 24-01 Page 2
For the Meeting of January 28, 2025

BACKGROUND
Accessory Dwelling Units
In 1993, the City of San Dimas established Chapter 18.38 of the San Dimas Municipal Code (SDMC), which allowed for second units - also known as accessory dwelling units (ADUs) - as required by Government Code Section 65852.2. There have been subsequent changes to Chapter 18.38 in accordance with the evolving State laws. The latest update was on October 13, 2020, in which San Dimas City Council approved and adopted Ordinance 1281 in response to Assembly Bill (AB) 68, AB 881, and Senate Bill (SB) 13. Since this time, the State law regarding ADUs and Junior Accessory Dwelling Units (JADUs) has continued to be modified as new bills are signed into law by the Governor, such as AB 345, AB 976 and SB 477. The table below briefly summarizes the context of the bills staff is proposing to codify.

State Law Changes Affecting ADUs/JADUs
Bill  Effective Date  Summary
AB 345  January 1,
2022
Amendment to Government Code Section 65852.26 allows the separate conveyance of an ADU under specific conditions. This applies only if a qualified nonprofit corporation is involved in a program that enables low-income families to buy the ADU with a no-interest loan. It also requires the definition of “qualified nonprofit corporation” and “qualified buyer” to ensure these specific criteria are met.

AB 976  January 1,
2024
Amendment to Government Code Section 65852.2 to remove
the owner-occupancy requirement for new ADU applications submitted after January 1, 2025. This change allows ADU properties to be rented or sold without the property owner being required to reside on-site
SB 477  March 25,
2024
Reorganizes and clarifies existing State laws regarding ADUs and JADUs. Previously covered under Government Code
Sections 65852.2, 65852.22, 65852.23, and 65852.26, ADU regulations are now consolidated under Sections 66310
through 66342 to improve coherence without substantive
changes to the regulations.

In addition to the above-referenced bills, Staff is also proposing changes to comply with the direction received from the Department of Housing and Community Development (HCD). On January 29, 2024, the City of San Dimas received a letter from HCD’s Division of Housing Policy Development regarding their recent review of the City’s ADU Ordinance (See Attachment 2). HCD determined that the ordinance did not comply with State law and noted the City’s intent to provide an updated ordinance by Spring 2025.

Electric Vehicle Charging Stations
In 2019, in response to AB 1236, the City of San Dimas enacted Ordinance 1267 to introduce Chapter 18.170, "Electric Vehicle Charging Stations" (EVCS), into the SDMC. This chapter streamlines the installation of EVCS in accordance with state law. To maintain alignment with the intent of Chapter 18.170 and comply with current state requirements, updates to this chapter are now necessary. The following table provides details on the aforementioned Assembly Bills pertaining to EV Charging Stations.

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For the Meeting of January 28, 2025
Assembly Bills Affecting EVCS
Bill Effective Date Summary
AB 1236
*Provided
for
context
September 30,
2017
An act to add Government Code Section 65850.7
mandating local governments to streamline and expedite
the permitting process for the installation of electric vehicle charging stations to support the expansion of EV
infrastructure, limiting the review to health and safety issues and prohibiting the imposition of development standards related to aesthetics, such as screening and landscaping.

AB 970 January 1, 2023 AB 970 codified in Government Code Section 65850.71, builds on California's existing permit streamlining law, AB 1236. AB 970 requires applications to be deemed complete within 5 or 10 business days and approved within 20 or 40 days based on the number of EVCS proposed. Additionally, AB 970 prohibits jurisdictions from requiring replacement parking.

Per San Dimas Municipal Code (SDMC) Chapter 18.208, in order to make amendments to Title 18, an initiation must be considered and approved by the Planning Commission. On November 21, 2024, the Planning Commission considered an initiation to amend Chapters 18.38 and 18.170 of the SDMC to bring both chapters into compliance with State law. The Commission voted 5-0 to approve the initiation and move forward with the amendments.

On December 19, 2024, the Planning Commission considered the proposed ordinance. The Commission did not have any concerns with the proposed amendment, nor was there any public input at the meeting. Subsequently, the Commission voted 5-0 to adopt Resolution PC 1691 and to recommend approval of MCTA 24-01 to the City Council (See Attachment 3).

DISCUSSION/ANALYSIS
Accessory Dwelling Units
In light of the signing of AB 345, AB 976, and SB 477, Staff proposes the following changes to Chapter 18.38:

1. AB 345: Amending the chapter to allow for separate conveyance of an ADU under specific circumstances and include pertinent definitions for “qualified nonprofit corporation” and “qualified buyer.”

2. AB 976: Eliminating the requirement for an owner-restrictive covenant for all ADU applications.

3. SB 477: Updating the referenced government code sections to Government Code Sections 66310 – 66342.

The changes required as part of AB 345 and 976 are also being requested in the letter from HCD.

In response to the HCD letter, Staff proposes the following modifications to the Accessory Dwelling Units Chapter;

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For the Meeting of January 28, 2025

1. Revise existing verbiage to allow for the construction of a JADU on lots where singlefamily dwellings are being proposed.

2. Allow for attached ADUs on multifamily lots slated for development.

3. Update height requirements to reflect state allowances of 16 to 25 feet, depending on the following variables:

Height Restrictions
Detached ADU 16 feet on a lot with existing/proposed single or multi-family dwelling
Detached ADU 18 feet on a lot with an existing or proposed single-family or multifamily dwelling unit that is within one-half of one-mile walking distance of a major transit stop or a high-quality transit corridor, plus two additional feet for roof alignment
Multi-Story
Multi-Family
18 feet for a lot with an existing or proposed multi-story multifamily dwelling Attached ADU 25 feet or local primary dwelling height limit, whichever is lower (not exceeding two stories)

4. Mandate a permit decision within sixty days and provide detailed feedback on deficiencies.

5. Reduce the minimum size of an ADU to one hundred and fifty square feet to be consistent with that of an efficiency unit per State Health and Safety standards.

6. Allow detached ADUs that are 800 square feet or less to be located within the front yard with a four foot front yard setback. In an effort to minimize impacts to residential neighborhoods and preserve and protect front yard setbacks from development to the greatest extent possible, Staff has proposed additional language that would only allow ADUs within the front yard setback if there is no other feasible location on the parcel to accommodate the ADU.

The changes discussed above were requested by HCD and are consistent with revisions to State law. However, there were some changes requested by HCD that are not required by State law and Staff did not agree with. HCD will often make interpretations and recommendations related to ADUs. Often times Staff may not agree with these recommendations and if Staff believes the changes will impact residential neighborhoods, Staff will not implement the changes until they become part of the law. Staff discussed these recommendations with the City’s attorney’s office to confirm that the changes are not required. The following changes were requested by HCD but are not being implemented as part of this amendment:

1. Unit Mixture
a. Current ADU State law allows for one ADU and one JADU. However, HCD has made the interpretation that two (2) ADUs, one attached and one detached, and one JADU should be allowed. This would allow up to four (4) units on single family property. As this change is not consistent with State law, Staff is not implementing this change. In addition, not implementing this change would protect single family neighborhoods from further impacts.

2. Washer/Dryer Hookups
a. The City’s current ADU ordinance requires that washer/dryer hookups be provided within an ADU, and allows hookups to be provided within a shared common space

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For the Meeting of January 28, 2025
for a JADU. HCD requested that this requirement be removed from the ordinance.

However, this requirement was included in the ordinance, and was discussed with HCD when it was originally proposed, as there is only one (1) laundromat in the City, thus necessitating in-home appliances. In addition, State requires that ADU standards be objective, and the washer/dryer hookup is an objective standard. As such, Staff is not implementing this change.

3. Equestrian/Agricultural Property
a. The City’s current ADU ordinance requires ADUs to comply with equestrian setback standards. ADUs and any other residential structure must maintain a 35 foot setback from a corral located on-site, and 80 feet from any corral located on an adjacent parcel. HCD requested that this standard be removed as to not impeded ADU development. However, the distance requirements are consistent with the County’s Department of Public Health, and therefore will not be removed from the ordinance. Staff discussed this with HCD and informed them that the requirement would remain in place to not violate County health requirements.

Electric Vehicle Charging Stations
Staff has reviewed the zoning code in light of the signing of AB 1236, and AB 970 and sees the need to significantly amend Chapter 18.38 of the SDMC to ensure compliance with the aforementioned bills. Staff is proposing modifications to include the following:

1. Expanding Chapter 18.170's definitions to include "specific, adverse impact" and using "charging station" as an alternative term.

2. Allowing EVCS as primary use by right in areas designated for service stations while clarifying exceptions to the applicability section in line with AB 970;

3. Removing restrictions on development standards that limit EVCS due to parking space loss.

4. Aligning approval authority with the City Building Official as per AB 970.

The proposed amendments to Chapters 18.38 and 18.170 are regarded as cleanup items in response to the constantly evolving State laws. These updates also include moving definitions from these chapters to Chapter 18.08 Definitions.

All the changes discussed above, for both the ADU and EV ordinance, are required by State law.

In making these changes, Staff will often review the ordinance and make associated changes to be consistent with the required changes or provide further clarification or protection measures.

The following amendments are being proposed as part of this amendment which provide clarification and local control measures:

Accessory Dwelling Units

1. Section 18.38.010. Density Clarification
Each residential property in the City has a maximum density that determines how many units are allowed. Per State law, ADUs are exempt from density standards and do not count towards the allowable density. The City’s current ordinance does state this but the

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For the Meeting of January 28, 2025
language could benefit from a revision to allow the average reader to understand. The current language reads as follows:
“An accessory dwelling unit does not exceed the allowable density for the lot on which it is located.”
Staff is proposing the revised language:
“An ADU is an accessory use for the purpose of calculating allowable density under the general plan and zoning and does not count towards the allowable density.”

2. Section 18.38.040.Q. Development Standards – ADU Accessory Structures The current ADU ordinance does not include development standards for accessory structures, thus they are regulated by standards of the underlying zone. Therefore, the Code allows an ADU to be developed with accessory structures, such as a garage or patio cover, that are greater in area than the ADU as long as they comply with setback and lot coverage requirements (i.e. 800 square foot ADU with a 1,000 square foot garage). This results in overdevelopment by adding additional structures and massing. Staff is proposing development standards that will limit the size of attached accessory structures to further limit and control development associated with ADUs.

In addition, the proposed standards will allow these attached accessory structures to maintain the four (4) foot setback provided for ADUs, which would provide some flexibility to provide covered on-site parking. This would be in line with the planning commission's request in an effort to alleviate on-street parking.

Electric Vehicle Charging Stations

1. Section 18170.040.J.3. Development Standards – Operational and Maintenance Staff is proposing to add language to address conditions of disrepair. Adding this language assigns the applicant/property owner responsibility for maintaining and ensuring the functionality of the electric vehicle charging station.

ALTERNATIVES
There are no alternatives for this proposed request.

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,
Taylor Galindo
Assistant Planner

Municipal Code Text Amendment 24-01 Page 7
For the Meeting of January 28, 2025
Attachments:

1. Ordinance 1321

2. Letter from the Department of Housing and Community Development

3. December 19, 2024, Planning Commission Staff Report, PC Resolution 1691, and Draft Minutes

State of California

GOVERNMENT CODE
Section 66326
66326. (a) A local agency shall submit a copy of the ordinance adopted pursuant to Section 66314 to the Department of Housing and Community Development within 60 days after adoption. After adoption of an ordinance, the department may submit written findings to the local agency as to whether the ordinance complies with this article.
(b) (1) If the department finds that the local agency’s ordinance does not comply with this article, the department shall notify the local agency and shall provide the local agency with a reasonable time, no longer than 30 days, to respond to the findings before taking any other action authorized by this article. (2) The local agency shall consider the findings made by the department pursuant to paragraph (1) and shall do one of the following:
(A) Amend the ordinance to comply with this article.
(B) Adopt the ordinance without changes. The local agency shall include findings in its resolution adopting the ordinance that explain the reasons the local agency believes that the ordinance complies with this article despite the findings of the department.
(c) (1) If the local agency does not amend its ordinance in response to the department’s findings or does not adopt a resolution with findings explaining the reason the ordinance complies with this article and addressing the department’s findings, the department shall notify the local agency and may notify the Attorney General that the local agency is in violation of state law. (2) Before notifying the Attorney General that the local agency is in violation of state law, the department may consider whether a local agency adopted an ordinance in compliance with this article between January 1, 2017, and January 1, 2020. (Added by Stats. 2024, Ch. 7, Sec. 20. (SB 477) Effective March 25, 2024.)

STATE OF CALIFORNIA

AUTHENTICATED

ELECTRONIC LEGAL MATERIAL
ATTACHMENT 3

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of February 25, 2025
From: Brad McKinney, City Manager
Prepared by: Michael O’Brien, Administrative Services Director Subject: Approve Budget Amendments as Presented. Approve an Additional Budget Appropriation of $500,000 to Account 001.4190.200.001 Utilizing Surplus Funds from Fiscal Year 2023-2024 Activity to Reduce the City’s Unfunded PERS Liability. Receive and File the Mid-Year Report.
____________________________________________________________________________

SUMMARY
This report provides an overview of the City of San Dimas' financial position at the midpoint of the 2024-25 fiscal year. It includes an analysis of revenues and expenditures, requested budget amendments, and a proposal to allocate surplus funds to reduce the City’s unfunded pension liability with CALPERS.

RECOMMENDATION
Staff recommends that the City Council approve the following items:
• Approve Budget Amendments as detailed in Attachment 1. • Approve appropriating an additional $500,000 to the PERS Retirement Contribution account #001-4190-200-001, utilizing FY 2023-2024 surplus funds to pay down the City‘s unfunded pension liability.
• Receive and File the Mid-Year Report.

FISCAL IMPACT
The attached budget amendments reflect adjustments in both revenue and expenditure categories. Negative adjustments have been made to salary and benefit costs due to vacancies, as well as reductions in professional and contract services that will not be used within this fiscal year. These services will likely be addressed in a future budget cycle.

Mid-year Budget Appropriations Page 2
For the Meeting of February 25, 2025
On the expenditure side, increases are required to cover several essential costs: engineering plan check services, consulting and environmental service fees, postage for public notices, hazardous waste cleanups for trash and debris removal on City rights-of-way, and advertising for public notices exceeding initial budget projections. Additionally, adjustments are being made to correct the budget for parking enforcement staff and to cover a shortfall in the sick leave buyback account, which experienced higher-than-expected participation.

The net effect of these budget amendments is a projected savings of $1,975, which will be returned to the General Fund Balance.

Additionally, staff is requesting a $500,000 appropriation from the FY 2023-24 surplus funds to make an extra payment toward the City’s $16,610,478 unfunded pension liability for our classic members with CALPERS. While this payment will reduce current reserves, it will generate future savings by eliminating the 6.8% interest charges on that amount of debt. For the past eight years the City has utilized surplus fund to make additional payments and reduce our overall debt which includes completely eliminating the unfunded liability for our PEPRA plan members.

This proactive approach has help keep our funding status at just over 70% which was drastically reduced when CALPERS began reducing the assumed rate of return from 7.5% to 6.8%.

Additional contributions help reduce the City's future unfunded liability payments, which are expected to increase over the coming years as the City works to pay down its pension debt.

Lastly, budget adjustments are necessary to increase the accident repair and replacement account in the lighting district fund 007. This increase will cover the costs to repair City light poles damaged in motor vehicle accidents and address grant funding for the façade improvement program that was inadvertently omitted from the October 2024 carryover amendment request.

These adjustments are necessary to complete the planned improvements by the end of this fiscal year.

BACKGROUND
At the close of the 2023-24 fiscal year, the City's General Fund had a surplus of $1,159,846. After allocating $652,742 to complete purchase orders from the prior fiscal year, the remaining surplus totaled $507,104.

These surplus funds may be used for future needs, including FY 2024-25 operating and capital expenditures.

The mid-year review, based on actual revenues and expenditures from July through January, allows the City to assess whether the adopted budget aligns with financial trends and determine if adjustments are necessary.

DISCUSSION/ANALYSIS
Revenue Analysis
By January, the City has received its primary property tax payment, redevelopment agency distributions, and a portion of transient occupancy tax (TOT), business license fees, and sales tax revenue. While most revenue sources align with projections, sales tax returns are lower than expected.

Mid-year Budget Appropriations Page 3
For the Meeting of February 25, 2025
• The FY 2024-25 adopted budget projected sales tax revenue at $8.5 million, but the latest estimates suggest it will total approximately $8 million. • However, higher-than-expected interest earnings have offset this shortfall. The Federal Reserve’s decision to maintain interest rates has allowed the City to earn higher returns on its idle cash.
• Construction activity has exceeded expectations, with permit revenue near budgeted levels and plan review fees surpassing projections. Recreation fees are also trending above estimates.

The chart below illustrates where revenues stand against expected results at this point in the fiscal year.

Expenditure Analysis
City departments are generally operating below budgeted expenditure levels. Savings have resulted from staff vacancies and delays in professional services contracts. Some expenditures will occur later in the fiscal year or be carried forward to the next budget cycle. The expected vs. actuals for public safety is a result of less overtime expenditures than were anticipated by this time of year as well as a lag time between receiving invoices and when the work was actually done. By the end of August, when all the invoices for the fiscal year activity are received, the actuals to budget should be closer to alignment.

The following chart illustrates where General Fund expenditures stand against expected costs as of the end of January 2025.
-
500,000
1,000,000
1,500,000
2,000,000
2,500,000
3,000,000
3,500,000
4,000,000
4,500,000
5,000,000
Property Tax
Sales Tax
Disposal Fees
Business License & Peg Fees
TOT
Permits
Fines & Penalties
Use of Money & Property
Plan Reviews
Recreation Fees
Recreation Center Fees
Expected Returns Actual
Expected vs. Actual Revenues F.Y. 2024-25

Mid-year Budget Appropriations Page 4
For the Meeting of February 25, 2025
As of January 2025, revenues exceed expenditures by $498,206. However, year-end adjustments, including loan repayments, interest allocations, and fair market value adjustments, reduce the unassigned fund balance total by a negative $293,455.

The table below summarizes the General Fund and select reserve fund activity:

Description
General Fund New Equipment
Reserve
Capital Asset
Reserve
Revenue $18,148,458 8,268 $1,630,000
Expenditures ($17,650,252) ($135,695) ($456,920)
Golf Course Loan Repayment $266,797
FMV Adjustment ($389,808)
Interest Allocation ($668,650)
Change in Fund Balance ($293,455) ($127,427) $1,173,080 A mid-year fund balance deficit of approximately $300,000 is manageable and may be offset if expenditures remain lower than budgeted through the end of the fiscal year.

Special Funds Analysis
Most special funds have experienced reductions due to capital project expenditures, including:
• Infrastructure Fund 12: Funding for the San Dimas Loop project. • Proposition A Fund: Transfers to Foothill Transit for future downtown improvements. • Park Improvement Funds: Ongoing projects funded through Quimby fees and General Fund transfers.
• Housing Authority Funds: Used for mobile home façade improvements. -
500,000
1,000,000
1,500,000
2,000,000
2,500,000
3,000,000
3,500,000
4,000,000
4,500,000
5,000,000
Administration Legal Public Safety Public Works Recreation Community Development
General
Services
Expected Expense Actual
Expected vs. Actual Expenditures F.Y. 2024-25

Mid-year Budget Appropriations Page 5
For the Meeting of February 25, 2025
• Road Improvement Funds: Balances depend on the completion of road reconstruction projects planned for late spring and summer.

These reductions were anticipated in the adopted FY 2024-25 budget.

Cash Flow Analysis
As of July 2024, the City's cash balance was $80.3 million. It reached a low of $72.9 million in November before recovering to $78.2 million in January, following the receipt of the first property tax installment.

Key projects initiated or completed include:
• San Dimas Loop repair and repaving (Ongoing)
• San Dimas Canyon & Allen Sidewalk Replacement
• Lone Hill and Via Vaquero Road reconstruction
• Installation of Catch Basins, high visibility cross walks and bike lanes/traffic calming • Horse Thief Canyon Park (HCP) trail rehabilitation, field light improvements, soccer field turf replacement and dog park sod rehabilitation
• Irrigation system upgrades at HCP and sports plex
• Various repairs at City Hall, Senior Center and Recreation Center • Installed additional flock safety and city facility security cameras • Activated online plan submission portal and installed larger monitors for staff to review electronic plan submittals
• Website redesign (Ongoing)
• Completed the Downtown Specific Plan
Additional projects projected to be completed by the end of the year include the following:
• Wood and red pole street light replacements
• Various cul-de-sac repairs and alley rehabilitations
• Yard Trash Bay Roof Repair
• Completion of transient occupancy tax hotels audit and cable franchises • Cyber Security Assessment
• City Hall Roof Repair
• Pickleball Court conversion
• Bicycle Master Plan
• Fifth Street, Belleview, Hallock and Payson Road reconstruction.

ALTERNATIVES
• The City Council may elect to deny the attached budget amendments and or deny or amend the budget appropriation request to contribute additional funds towards the cities CALPERS pension liability.
• Request additional information before receiving and filing the report.

Mid-year Budget Appropriations Page 6
For the Meeting of February 25, 2025
Respectfully submitted,
.

Michael O’Brien
Administrative Services Director
Attachments:

1. Listing of Budget Amendments

2. Power Point Presentation

2024-25 2024-25 2024-25
ADOPTED Budget PROPOSED
Account Name Account Number BUDGET Amendment REVISED BUDGET Admin Advertising 001.4120.010.000 40,000.00 20,000.00 60,000.00 Special Departmental Supplies 001.4120.033.000 1,000.00 500.00 1,500.00 Assistant City Manager 001.4120.101.002 248,500.00 (48,500.00) 200,000.00 City Manager Employee Benefits 001.4120.200.000 242,500.00 (12,500.00) 230,000.00 City Manager Contingency Fund 001.4120.450.00 10,000.00 (10,000.00) - Admin Travel & Meeting 001.4150.021.000 19,500.00 1,500.00 21,000.00 Human Resources Manager 001.4150.101.008 143,000.00 (8,000.00) 135,000.00 Sick Leave Bank 001.4150.430.000 30,000.00 8,291.00 38,291.00 Admin Contingency Fund 001.4150.450.000 10,000.00 (7,083.00) 2,917.00 Contract Legal Services 001.4170.020.000 425,000.00 (25,000.00) 400,000.00 Professional Litigation 001.4170.020.003 200,000.00 (10,000.00) 190,000.00 Audit Cost Professional Services 001.4180.020.001 12,750.00 (7,750.00) 5,000.00 Postage 001.4190.017.000 15,000.00 5,000.00 20,000.00
Surveys & Studies 001.4190.020.023 35,000.00 (25,000.00) 10,000.00 Technology & Subscriptions 001.4190.035.001 424,868.00 6,000.00 430,868.00 Parking Enforcement Officer 001.4308.102.004 76,500.00 60,000.00 136,500.00 Community Dev. Employee Benefits 001.4308.200.000 390,500.00 (25,000.00) 365,500.00 Community Dev. Contingency 001.4308.450.000 10,000.00 5,000.00 15,000.00 Engineering Plan Check Services 001.4310.020.004 7,000.00 23,000.00 30,000.00 Public Works Contingency Fund 001.4310.450.000 15,000.00 (15,000.00) - Building & Safety Contingency 001.4311.450.000 10,000.00 10,000.00 20,000.00 Hazardous Waste Disposal 001.4341.028.000 40,000.00 30,000.00 70,000.00 Faciltiy Contingency Fund 001.4410.450.000 10,000.00 10,000.00 20,000.00 Backflow Registrations 001.4414.020.010 2,565.00 2,435.00 5,000.00 Parkways Water 001.4415.022.004 140,000.00 10,000.00 150,000.00 P & R Publication & Dues 001.4420.016.000 2,028.00 132.00 2,160.00 -
Total General Fund 2,560,711.00 (1,975.00) 2,558,736.00 Accident Repair/Replacements 007.4345.020.006 47,000.00 20,000.00 67,000.00 Façade Impovement Grant Program 113.4120.020.005 210,000.00 90,000.00 300,000.00 Manufactured Housing Grant 113.4120.020.006 1,500,000.00 (255,000.00) 1,245,000.00 Manufactured Housing Grant Admin 113.4120.020.007 0.00 255,000.00 255,000.00 Total Other Funds 4,462,304.00 120,592.00 4,582,896.00
SB2 Planning Grant 001.356.007 - 21,838 21,838
SB2557 Admin Cost 001.311.059 (49,143.00) (3,317) (52,460) Metro Double Track 012.369.019 - 77,000 77,000
SCWP Marchant Park 078.358.002 - 646,700 646,700
SCWP Lone Hill 078.358.001 - 832,620 832,620
Total Other Funds - (49,143.00) 1,574,841.02 1,525,698.02 Budget Amendment Requests
Revenue Appropriations
Expenditure Appropriations
Attachment 1

CITY OF SAN DIMAS
City Council Meeting
February 25, 2025
Mid Year Budget Report

CITY OF SAN DIMAS
2023-2024 Year End Balances
Description 2024 Actuals 2023 Actuals 2024 Net Carryovers Difference Unassigned FB $17,812,239 $16,652,393 ($652,742) $507,104 Assigned FB $9,836,592 $8,130,290 $0 $1,706,302
New Equipment FB $929,412 $1,186,817 (12,344) ($269,749) Capital Asset Replacement FB $7,695,743 $6,500,000 (517,374) $678,369 Non-Spendable FB $8,700,732 $9,559,456 $0 ($858,724)
Total Fund Balance $44,974,718 $42,028,956 $1,182,460 $1,763,302

CITY OF SAN DIMAS
Year to Date Revenues Expected vs. Actuals
Property Tax Sales Tax Disposal Fees Business License & Peg Fees
TOT Permits Fines & Penalties Use of Money &
Property
Plan Reviews Recreation Fees Recreation Center
Fees
-
500,000
1,000,000
1,500,000
2,000,000
2,500,000
3,000,000
3,500,000
4,000,000
4,500,000
5,000,000
Expected vs. Actual Revenues F.Y. 2024-25
Expected Returns Actual Page 144 – 160

CITY OF SAN DIMAS
Rates of return on investments
2015-16 2016-17 2017-18 2018-19 2019-20 2020-21 2021-22 2022-23 2023-24 2024-25 -

0.50 1.00

1.50 2.00

2.50 3.00

3.50 4.00

4.50 5.00

0.43 0.75

1.38 2.27

1.93 0.50

0.37 2.17

3.93 4.67
Historical LAIF Interest Rates

CITY OF SAN DIMAS
Year to Date Expenditures Expected vs. Actuals
Administration Legal Public Safety Public Works Recreation Community Development General Services -
500,000
1,000,000
1,500,000
2,000,000
2,500,000
3,000,000
3,500,000
4,000,000
4,500,000
5,000,000
Expected vs. Actual Expenditures F.Y. 2024-25
Expected Expense Actual Page 146 – 160

CITY OF SAN DIMAS
Change in Fund Balance as of 1/31/2025
Description General Fund
New Equipment
Reserve
Capital Asset
Reserve
Revenue

$18,148,458 $8,268

$1,630,000
Expenditures

($17,650,252) ($135,695)

($456,920)
Golf Course Loan Repayment

$266,797
FMV Adjustment

($389,808)
Interest Allocation

($668,650)
Change in Fund Balance

($293,455) ($127,427)

$1,173,080

CITY OF SAN DIMAS
Change in Fund Balance as of 1/31/2025
• General Fund Assigned Fund Balances increased by $3,400,000 due to the sale of $4,000,000 in Proposition A Funds to Foothill Transit.
• Council approved assigning the funds for future downtown improvements.
• Total General Fund Assigned Fund Balance $13,236,592

CITY OF SAN DIMAS
2024-25 Cash Flow Analysis
July August September October November December January 68,000,000
70,000,000
72,000,000
74,000,000
76,000,000
78,000,000
80,000,000
82,000,000
80,299,727
79,213,624
78,446,135
75,353,172
72,902,347
74,440,901
78,169,147
Cash Flow 2024-25

CITY OF SAN DIMAS
Major Projects Completed or Ongoing
• San Dimas Loop repair and repaving (Ongoing)
• San Dimas Canyon & Allen Sidewalk Replacement
• Lone Hill, and Via Vaquero, reconstruction.
• Installation of Catch Basins, high visibility cross walks and bike lanes/traffic calming • Horse Thief Canyon Park (HCP) trail rehabilitation, field light improvements, and soccer field turf replacement
• Irrigation system upgrades at HCP and sports plex
• Various repairs at City Hall, Senior Center and Recreation Center • Installed additional flock and city facility security cameras • Activated online plan submission portal and installed larger monitors for plan review • Website redesign (Ongoing)
• Downtown Specific Plan Page 150 – 160

CITY OF SAN DIMAS
Council Recommendations
• Approve Budget Appropriations per the attached schedule. • Approve appropriating an additional $500,000 to the PERS Retirement Contribution account #001-4190-200-001. Utilizing 2023-2024 surplus funds to pay down the cities unfunded pension liability.
• Receive and File the Mid Year Report.

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of February 25, 2025
From: Brad McKinney, City Manager
Prepared by: Lily Flores, Housing Manager
Subject: Consideration and Approval of the Proposed Permanent Local Housing Allocation (PLHA) Funding Budget
____________________________________________________________________________

SUMMARY
The Housing Division is proposing the program activity and sub-activity for the Permanent Local Housing Allocation (PLHA) Program administered through the Los Angeles County Development Authority (LACDA) for Program Year 4 and 5. This is a public hearing for the proposed programs and allocations.

RECOMMENDATION
Staff recommend that the City Council:
• Conduct the Public Hearing for PLHA Program Year 5 Funding. • Adopt Resolution 2025 – 11 approving the proposed PLHA Activity and Sub-Activity and allocation as outlined.
• Approve the Reallocation of Program funds for Year 4 PLHA from Sub-Activity Rental Assistance to Supportive Case Management.
• Authorize the City Manager or his designee to execute any and all documents necessary to further the projects herein, including but not limited to amendments and modifications thereto for the PLHA Program with the Los Angeles County Development Authority (LACDA) and the amendment with the Los Angeles Center for Alcohol and Drug Abuse.

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

FISCAL IMPACT

Proposed Permanent Local Housing Allocation (PLHA) Funding Budget Page 2 For the Meeting of February 25, 2025
Limited Staff time, depending on the nature of the projects and programs considered is expected.

The potential financial impacts would be funded through the available Housing Authority funds already budgeted.

BACKGROUND
In September 2017, the California Legislature approved Senate Bill 2 (SB2), known as the Building Homes and Jobs Act (Act), which established a $75.00 recording fee on real estate documents to increase the supply of affordable housing. The Act established the Permanent Local Housing Allocation (PLHA) program administered by the California Department of Housing and Community Development (HCD). The PLHA program provides funding to local governments for housing-related projects and programs that assist in addressing the unmet housing needs of their local communities.

Under the PLHA Program, funding is provided to entitlement jurisdictions based on the formula prescribed under federal law for the Community Development Block Grant (CDBG). As a participating city in the Urban County Cooperation Agreement for CDBG with the Los Angeles County Development Authority (LACDA), the City receives a proportional share of the allocation from LACDA based on the CDBG formula, as long as the City continues to meet the threshold requirements, including having a State-approved Housing Element.

LACDA submitted their five (5) year plan to HCD and received initial approval by signing a Standard Agreement in 2020. Following extensive negotiations with the State, LACDA amended their plan while navigating through evolving requirements and determining how best to program funding to meet priority local needs, the Amended Standard Agreement was approved and executed October 28, 2022. LACDA then provided the eligible activities that participating cities can administer with PLHA funds:
• Multifamily Rental Housing
• Affordable Rental, Ownership, and ADU Housing
• Matching Funds to Regional Housing Trust Funds
• Housing for Homeless
• Homeownership Opportunities Assistance
With the rise in the homeless population and the need for assistance to those at risk of homelessness, on April 25, 2023, City Council approved the combined allocation of PLHA Yr. 1 and 2 funding of $215,696 to the eligible Activity: Housing for Homeless identifying the available programs and providing assistance to extremely low income residents with Sub-Activities categories: Rapid Rehousing, Rental Assistance, Supportive Case Management, Operating Cost for Navigation Centers, and/or Operating Cost for Emergency Shelters. At the same meeting, the City Council approved the continuing participation in the PLHA program and acceptance of Yr. 3 PLHA program funds of $178,034. On October 10, 2023, the City entered into a reimbursable contract for the PLHA Program with LACDA for Rental Assistance and Rapid Rehousing Programs. These funds are targeted to benefit extremely low-income households who are experiencing homelessness or at risk of being homeless.

On December 12, 2023, the City Council approved the Program Policies and Procedures for the PLHA Rental Assistance Program and Rapid Rehousing Program. The Rental Assistance Program assists eligible seniors with up to 16 months of rental assistance. The approved recipient pays 30% of their income towards their rent, while PLHA pays the difference. This Program is

Proposed Permanent Local Housing Allocation (PLHA) Funding Budget Page 3 For the Meeting of February 25, 2025
intended to be a temporary solution that allows a senior to build a savings and better manage their personal finances. To meet eligibility for the Program the applicant must meet the following criteria: be a resident of San Dimas for at least 1 year, 62 and older, have income below 30% of the Area Median Income (AMI), and be paying more than 50% of their income towards their housing cost. The Housing Division had an open application period from January 22, 2024, to February 5, 2024. During that time a total of 40 applications were submitted, 23 were approved while 17 did not qualify. Since allocated funds were still available, Housing has been accepting applications on a walk-in basis. To date we have processed a total of 56 applications. The Rapid Rehousing Program assists those experiencing homelessness, who have qualified for housing, with security deposits and up to 3 months of rental assistance not to exceed $5,000. This Program is intended to help the individual or family move as quickly as possible into permanent housing and achieve stability in that housing.

DISCUSSION/ANALYSIS
On December 3, 2024, LACDA announced the City’s tentative Year 5 PLHA funding allocation of $77,995. Overall, LACDA experienced a decreased level of funding for Yr. 5 and the prior Yr. 4 due to the decline in real estate transactions. In order for the City to enter into a contract with LACDA for Yr. 5 funding, conducting a public hearing has been added to the program/regulatory requirements. A 30-day Public Hearing Notice was published January 24, 2025 (Attachment 1).

Currently, the City is using PLHA funds for the Activity: Housing for Homeless. These funds serve very low-income persons at 30% or below AMI who are homeless or at risk of homelessness:

The following Sub-Activities are allowable activities under Housing for Homeless:
- Rapid Rehousing
- Rental Assistance
- Supportive Case Management
- Operating Costs for Navigating Centers
- Capital Costs for Navigation Centers
- Operating Costs for Emergency Shelters
- New Construction
- Rehabilitation
- Preservation
After careful consideration of PLHA program requirements and the significant decrease of funding allocations, Staff is recommending to continue allocating Yr. 5 program funds of $77,995 to # Persons in
Household 1 2 3 4 5
Extremely Low $29,150 $33,300 $37,450 $41,600 $44,950
Income Limits
Los Angeles County 30% AMI

Proposed Permanent Local Housing Allocation (PLHA) Funding Budget Page 4 For the Meeting of February 25, 2025
Activity: Housing for Homeless, and focus direction to a different Sub-Activity: Supportive Case Management.

Currently, the City contracts with the Los Angeles Center for Alcohol and Drug Abuse (LA CADA) for our homeless street outreach services. LA CADA works in tandem with our Housing Services Coordinator providing services to the unhoused community. The team of 2 (two) outreach workers service our City, eight (8) hours a day, Monday, Wednesday and Friday. With the PLHA funds, we are proposing to increase LA CADA’s service days by two (2) additional days to a 5-day a week schedule, Monday thru Friday where the LA CADA team can focus on providing Supportive Case Management services to the clients they encounter. Supportive Case Management Services will include working with our Housing Services Coordinator in services such as assessing the client’s needs and developing of a housing plan, entering data into the County‘s Homeless Management Information System (HMIS) and Coordinated Entry System (CES), referral and linkage to community resources, evaluation of clients’ needs and linkage to substance use treatment programs. Yr. 5 Program funds are scheduled to be budgeted in FY 2026-27. With the allocation of funds to Sub-Activity Supportive Case Management, PLHA funds will pay 33% of the LA CADA contract monthly invoice.

On April 1, 2024, LACDA announced the Yr. 4 funding allocations with the City of San Dimas receiving an allocation of $89,231. At the time, the City submitted a letter of intent to LACDA to continue funding the Activity Housing for Homeless, Sub-Activity Rental Assistance for the full $89,231 allocation. Due to the Rental Assistance Program meeting its goals, potential, and substantial funding reduction, staff is also recommending the reallocation of Yr. 4 PLHA Program funds of $89,231 from Sub-Activity: Rental Assistance to Sub-Activity: Supportive Case Management. Yr. 4 Program funds are scheduled to be budgeted in FY 2025-26. With Council’s approval, Yr. 4 Program funds of $89,231 will be budgeted to Sub Activity: Supportive Case Management to pay 33% of the LA CADA contract monthly invoice. Should the Council approve this allocation, the current LA CADA agreement will be amended to expand services to five (5) days a week.

ALTERNATIVES
No alternatives are recommended for this request

ENVIRONMENTAL REVIEW
This item is not subject to environmental review under the California Environmental Quality Act (CEQA). Under CEQA guidelines Section 15378 (b)(5), continued administrative activities and organization activities that will not result in a direct or indirect physical change in the environment are not CEQA projects. Moreover, under CEQA guidelines CEQA guidelines Section 15784 (b)(4), government fiscal activities which do not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment are not CEQA projects.

Respectfully submitted,
Lily Flores
Housing Manager

Proposed Permanent Local Housing Allocation (PLHA) Funding Budget Page 5 For the Meeting of February 25, 2025
Attachments:

1. Notice of Public Hearing for PLHA Program Year 5 Funding

2. Resolution 2025 - 11 authorizing the allocation of PLHA Program Funds

CITY OF SAN DIMAS
City Council

NOTICE OF PUBLIC HEARING
SUBJECT: Permanent Local Housing Allocation (PLHA) Program Year 5 Funding LOCATION: City-wide
REQUEST: Year 5 Program Funding Permanent Local Housing Allocation (PLHA) Approval of Proposed Year 5 Permanent Local Housing Allocation (PLHA) Funding Budget
APPLICANT: City of San Dimas
STAFF CONTACT: Lily Flores, Housing Manager, Community Development ENVIRONMENTAL: CEQA Categorical Exemption per Section 15061(b)(3) – The activities will not result in a direct or reasonably foreseeable indirect physical change in the environment
PUBLIC City Hall Council Chambers
HEARING 245 E. Bonita Avenue
LOCATION: San Dimas, California 91773
HEARING DATE Tuesday February 25, 2025
AND TIME: at 7:00 P.M.

The public is invited to review the City of San Dimas’s proposed activity to the PLHA Program which identifies projected use of funds for the program Yr. 5 funding. The public can participate by providing comments for the purpose of obtaining citizen views on the final budget allocation for the activities listed below.

The PLHA is an SB 2 funded program that provides an ongoing permanent source of funding through State Property Transfer Fees to increase affordable housing stock in California. Cities that are partners of the Los Angeles County Development Authority (LACDA) through the Urban County Cooperation Agreement will be able to access the allocations for the PLHA Program.

The City of San Dimas expects to receive approximately $77,995 in State Permanent Local Housing Allocation (PLHA) funds as a participant in the PLHA Program. These funds will be available to the City on July 1, 2027 and must expended by June 30, 2028.

PLHA funds may be used for a variety of activities for housing-related projects and programs that assist in addressing the unmet housing needs of the local communities in California.

The following Activity and Sub Activity proposed for the Year 5 (2023 Allocation):

Activity – Housing for Homeless
Sub Activity – Rapid Rehousing
Rental Assistance
Supportive Case Management
Operating Costs for Emergency Shelters
ATTACHMENT 1

Detailed descriptions of the subject proposals are on file in the Community Development Department at City Hall. If you would like more information about the proposed programs, please contact the Community Development Department at (909) 394-6282 and ask for information as listed above.

Please Address Comments to: City of San Dimas
Community Development
Attn: Lily Flores
245 E Bonita Avenue
San Dimas, CA 91773
PUBLISHED: Inland Valley Daily Bulletin
January 24, 2025

ATTACHMENT 2
RESOLUTION 2025-11

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

LOS ANGELES, AUTHORIZING THE PROGRAMMING AND ALLOCATION OF THE PERMANENT LOCAL HOUSING ALLOCATION (PLHA) FUNDING FOR YEAR 5 FOR

PLHA ELIGIBLE ACTIVITIES
WHEREAS, the Permanent Local Housing Allocation funding is provided to entitlement jurisdictions based on the formula prescribed under federal law for the Community Development Block Grant Program; and
WHEREAS, the City of San Dimas contracts with the Los Angeles County Development Authority (LACDA) for the disbursement of Permanent Local Housing Allocation; and WHEREAS, the City of San Dimas will receive a funding allocation of Yr. 5 funds of $77,995 through the Permanent Local Housing Allocation Funds; and WHEREAS, the City Council approves the programming for Permanent Local Housing Allocation eligible activities.

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

SECTION 1. The City Council approves the programs to be implemented using PLHA funds under the Activity, Housing for Homeless:
• Supportive Case Management;
SECTION 2. The City Council approves the Permanent Local Housing Allocation of $77,995 for Fiscal Year 2026-27 and instructs Staff to submit the necessary document and a copy of this Declaration to the Los Angeles County Community Development Authority.

SECTION 3. The City Council authorizes the City Manager, or his designee, to execute any and all documents necessary for participation in the Los Angeles Urban County Permanent Local Housing Allocation (PLHA) Program on behalf of the City of San Dimas PASSED, APPROVED AND ADOPTED this 25th day of February, 2025. ____________________________________
Emmett G. Badar, Mayor
ATTEST:
_______________________________
Debra Black, City Clerk

Resolution 2025-11 Page 2
Permanent Local Housing Allocation Year 5
February 25, 2025
I, Debra Black, City Clerk, hereby certify that Resolution 2025-11 was adopted by the City Council of San Dimas at its regular meeting of February 25th, 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
______________________________
Debra Black, City Clerk