Agenda packet — San Dimas City Council, March 25, 2025

CITY COUNCIL MEETING AGENDA
TUESDAY MARCH 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
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 EhlersDanos Syndrome and HSD Awareness Month CC2. Adopt Resolution 202514, A Resolution of the City Council of the City of San Dimas, Approving Certain Demands for the Warrant Register of March 31, 2025 in the amount of $1,147,753.42
CC3. Approve Minutes of the March 11, 2025, Study Session and the March 11, 2025, City Council Meeting
CC4. Receive, File, and Authorize Submittal of the 2024 Annual Housing Progress Report to California State Department of Housing and Community Development for the 20212029 Housing Element
CC5. Deny Claim Gott v. City of San Dimas CJP 3053625

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CC1. Recognize EhlersDanos Syndrome and HSD Awareness Month CC2. Adopt Resolution 202514, A Resolution of the City Council of the City of San Dimas, Approving Certain Demands for the Warrant Register of March 31, 2025 in the amount of $1,147,753.42
CC3. Approve Minutes of the March 11, 2025, Study Session and the March 11, 2025, City Council Meeting
CC4. Receive, File, and Authorize Submittal of the 2024 Annual Housing Progress Report to California State Department of Housing and Community Development for the 20212029 Housing Element
CC5. Deny Claim Gott v. City of San Dimas CJP 3053625
CC6. Deny Claim Li v. City of San Dimas CJP3053695 WRV
CC7. Deny Claim Babakhanlou v. City of San Dimas CJP 3053629 SCV CC8. Receive and File the February 2025 Investment Report CC9. Approve Change Order No. 1 in the Amount of $77,207.05 for Reroofing of City Yard Buildings 3 & 6 (Construction Contract 202406)
G.C. §84308: Yes
CC10. Approve Supplemental Budget Appropriations for Cable Operating Room Cooling System, Color Plotter, San Dimas Canyon Sidewalk Replacement Project and, Grant Funding for CDBG Housing Rehabilitation Programs
CC11. Approve an Increase to the Capitalization Threshold for Fixed Assets from $5,000 to $10,000 END OF CONSENT CALENDAR
RECOMMENDATION: Approve consent calendar with recommendations as presented in staff reports.

OTHER BUSINESS
OB1. Approve Resolution 202516, Naming the City's Skate Park after Former Los Angeles County Sheriff’s Deputy, David L. Campbell.

RECOMMENDATION: City staff recommends the City Council:

1. Approve Resolution 202516 naming the City’s skate park after Deputy Dave L.

Campbell.

2. Appropriate $1,000 for the purchase and installation of a dedication plaque.

PUBLIC HEARING ITEMS
PH1. Introduce Ordinance 1317, Adding a New Chapter 8.15 to the San Dimas Municipal Code to Establish Standards for the Management and Retrieval of Shopping Carts in the City RECOMMENDATION:

Staff recommends that the City Council:

Read by title and introduce Ordinance 1317, Adding a New Chapter 8.15 to the San Dimas Municipal Code to Establish Standards for the Management and Retrieval of Shopping Carts in the City.

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

CITYREPORTS

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Staff recommends that the City Council:

Read by title and introduce Ordinance 1317, Adding a New Chapter 8.15 to the San Dimas Municipal Code to Establish Standards for the Management and Retrieval of Shopping Carts in the City.

ORAL COMMUNICATIONS
(Members of the Audience (Speakers are limited to (3) minutes or as may be determined by the Chair.) CITY REPORTS
CR1. City Manager
CR2. City Attorney
CR3. Members of the City Council
Councilmembers’ Report on Meetings Attended at the Expense of the Local Agency (Pursuant to AB 1234 – G.C. §53232.3(d)
City Council Requests for Future Items, Comments and Updates CLOSED SESSION
CONFERENCE WITH LEGAL COUNSEL—ANTICIPATED LITIGATION
Significant exposure to litigation pursuant to Government Code section 54956.9(d)(2): One case.

ADJOURNMENT
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) 3946216. 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 35.10235.104 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 March 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/agendasminutes/as required by law.

March 21, 2025 Debra Black
Debra Black, City Clerk

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Ehlers-Danlos Syndrome and
Hypermobility Spectrum
Disorders Awareness
W HEREAS, Ehlers-Danlos syndromes (EDS) are a group of 13 heritable connective tissue disorders that together affect 1 in 5,000 people. Each type of EDS has its own set of symptoms, but some features are seen across all types of EDS, including joint hypermobility, skin hyperextensibility, and tissue fragility.

W HEREAS, Hypermobility spectrum disorders (HSD) are connective tissue disorders that cause joint hypermobility, instability, injury, and pain. Other symptoms, such as fatigue, headaches, GI problems, and autonomic dysfunction are also often seen as part of HSD.

W HEREAS, There is no cure for any type of EDS or HSD. The conditions are managed by addressing a person’s symptoms. EDS and HSD can cause a variety of symptoms in many different areas of the body, so people with these conditions often require multiple providers in different specialties to manage their care.

W HEREAS, Access to professionals who are knowledgeable about EDS and HSD is limited in San Dimas and California. Lack of awareness about EDS and HSD in San Dimas, California and across the world stands in the way of the diagnosis, management, and research of these conditions.

W HEREAS, Awareness about EDS and HSD by both medical professionals and the general public can help improve the lives of people living with EDS and HSD in San Dimas and California.

N OW THEREFORE, I Mayor Emmett G. Badar, Mayor Pro Tem Eric Nakano, Councilmembers Rachel Bratakos, Ryan A. Vienna, and Eric Weber hereby proclaim the month of May 2025 as “Ehlers-Danlos Syndromes and Hypermobility Spectrum Disorders Awareness Month” in the City of San Dimas.

I
N WITNESS THEREOF, I, Mayor Emmett G. Badar, have hereunto set my hand and caused the seal of the City of San Dimas to be affixed this 25th day of March 2025.

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RESOLUTION 2025-14

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN DIMAS, CALIFORNIA, APPROVING CERTAIN DEMANDS FOR MARCH 31, 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 March 31, 2025, in the amount of $1,147,753.42
PASSED, APPROVED AND ADOPTED this 25th, day of March, 2025. _____________________________
Emmett G. Badar, Mayor
ATTEST:
_________________________________
Debra Black, City Clerk
I, Debra Black, City Clerk, hereby certify that Resolution 2025-14 was approved by vote of the City Council of the City of San Dimas at its regular meeting of March 25th, 2025, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Debra Black, City Clerk

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CITY COUNCIL MEETING

ACTION MINUTES
MARCH 11, 2025, 6:00 PM

STUDY SESSION
Council Members Present: Mayor Emmett Badar, Mayor Pro Tem Eric Nakano, Councilmember Rachel Bratakos, Councilmember Ryan A. Vienna, Councilmember Eric Weber Staff: City Manager Brad McKinney, Assistant City Manager Travis Sais, 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, Senior Management Analyst Anissa Livas Call to Order: 6:00 PM

STUDY SESSION ITEMS COMMENTS/RECOMMENDATIONS

1. Discussion and Direction on the Future of
the City's Recreation Center: Addressing
Operational Deficits, Maintenance Needs,
Capital Improvements and Consideration
of Options Ranging from Major
Renovation Options, Operating Until
Failure, or Potential Closure
The council discussed various options,
including:

1. Potentially scaling back to a community
priority model (only swim lessons and
BUSD pool time)

2. Exploring collaborative funding with
Bonita Unified School District

3. Stopping the sale of new memberships
while honoring existing ones
However, the council ultimately decided to
continue the discussion at a later date without
making a final decision. They want to further
explore funding options, potential
improvements, and long-term sustainability of
the recreation center.

2. Consideration of a Public Art Piece The Council Members were impressed with Verika Narula’s presentation, they expressed
concerns about current budget constraints.

Key points from the discussion:
- Council members liked the concept
- They acknowledged the current budget
does not allow for the $15,000-$20,000 city
contribution.

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Approve Minutes of the March 11, 2025, Study Session and the March 11, 2025, City Council Meeting Page 2
For the Meeting of March 25, 2025
- Suggestions were made to:

1. Consider alternative locations (like inside
the library)

2. Explore crowdfunding

3. Potentially revisit the project in a future
budget cycle

4. Investigate potential developer
contributions
The council did not vote or give a definitive
direction to move forward with the project at
this time.

Adjourned: 7:03 P.M.

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

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CITY COUNCIL MEETING

ACTION MINUTES
MARCH 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, Assistant City Manager Travis Sais, Director of Public Works Shari Garwick, Director of Administrative Services Michael O’Brien, Director of Parks and Recreation Scott Wasserman, City Attorney Jeff Malawy, City Clerk Debra Black, Planning Manager Marco Espinoza
Call to Order: 7:09 PM

CONSENT ITEMS COMMENTS/RECOMMENDATIONS

1. Adopt Resolution 2025-13, A Resolution
of the City Council of the City of San
Dimas, Approving Certain Demands for
the Prepaid Warrant Register of February
28, 2025, in the amount of $629,526.12
and the Warrant Register of March 14,
2025, in the amount of $827,895.83

2. Approve Minutes of the February 25,
2025, Study Session and the February
25, 2025, City Council Meeting

3. 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

4. Approve a Joint Resolution between
Board of Supervisors of the County of
Los Angeles and Board of Directors of
County Sanitation District No. 22 of Los
Angeles County and the Governing
Bodies of City of San Dimas and Three
Valleys Municipal Water District for
Sewer Annexation (APN: 8382-011-023)
Mayor Badar pulled Item 4 for additional
discussion.

MOTION: Motion/seconded by
Councilmember Weber/Councilmember
Bratakos to approve consent calendar items
1-3. Motion carried 5-0.

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

Absent: None
Abstain: None
MOTION: Motion/seconded by
Councilmember Weber/Councilmember
Vienna to approve consent calendar Item 4.

Motion carried 5-0.

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

Absent: None
Abstain: None

CITY REPORTS COMMENTS/RECOMMENDATIONS
a. City Manager None
b. City Attorney None

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Approve Minutes of the March 11, 2025, Study Session and the March 11, 2025, City Council Meeting Page 2
For the Meeting of March 25, 2025
c. Members of the City Council
Reports on Meetings Attended AB 1234
(G.C. §53232.3(d))
None

CITY COUNCIL REQUESTS FOR

FUTURE ITEMS

COMMENTS/RECOMMENDATIONS
Request by Mayor Badar and supported by
Councilmember Vienna to have an update on
the tree ordinance. Planning Manager
Espinoza responded that Staff is working to
bring the item as it relates to private trees
back to Council in two to three months.

CLOSED SESSION ITEMS COMMENTS/RECOMMENDATIONS
CONFERENCE WITH LEGAL COUNSELANTICIPATED LITIGATION
Significant exposure to litigation pursuant to
Government Code Section 54956.9(d)(2):

One Case
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.

Adjourned: 8:10 P.M.

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

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Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of March 25, 2025
From: Brad McKinney, City Manager
Prepared by: Kimberly Neustice, Senior Management Analyst Subject: Receive, File, and Authorize Submittal of the 2024 Annual Housing Progress Report to California State Department of Housing and Community Development for the 2021-2029 Housing Element
____________________________________________________________________________

SUMMARY
All Cities are required to update the California Department of Housing and Community Development on their progress towards the 2021-2029 Housing Element by filing an annual progress report due to the State by April 1, 2025. This report shows the progress made by the City in implementing policies adopted as part of the 2021-2029 Housing Element, housing projects entitled, and building permits issued for new residential construction in the 2024 calendar year. This item authorizes the submittal of the City’s annual report for 2024.

RECOMMENDATION
City Staff recommends that the City Council:

1. Receive and File the Housing Element Annual Report for calendar year 2024.

2. Direct staff to submit the report to the California Department of Housing and Community Development.

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

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

BACKGROUND

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2024 Annual Housing Progress Report Page 2
For the Meeting of March 25, 2025
The Housing Element identifies key housing goals, policies, quantified objectives and scheduled implementation programs aimed at preserving and enhancing residential neighborhoods, sustaining the community’s character and environmental resources, and efficiently planning for the future use of remaining undeveloped or redeveloped properties so that they fulfill the City’s fair share of the regional housing need.

DISCUSSION/ANALYSIS
In April of each year, the City is required to file with the California Department of Housing and Community Development (HCD) an Annual Progress Report on the progress with the adopted 2021-2029 Housing Element per Government Code Section 65400. By providing the Annual Progress Report to HCD, the City qualifies for State housing, community development, and transportation funding, and the ability to apply for grants. The 2024 Housing Element Annual Progress Report (Attachment 1) includes information on the jurisdiction’s progress in addressing the Regional Housing Needs Allocation (RHNA), including the number of housing units permitted by income level, the status of programs in the housing element and efforts to remove governmental constraints.
• The Annual Progress Report is divided into twelve Tables (A, A2, B, C, D, E, F, F2, G, H, J and K). For reference “reporting year” for this Annual Progress Report is January 1, 2024, through December 31, 2024. Staff has noted below which Tables are not applicable to San Dimas.
• Table A – Includes data on housing units and development for which an application was submitted and “deemed complete” during this reported year. In Table A, the “application” is either an application for discretionary entitlement, or where only a ministerial process is required (e.g., zoned by right) for application of a building permit. In the 2024 reporting year, the City received a total of 41 completed applications for a total of 42 housing units which include 36 accessory dwelling units and 6 single-family detached dwellings. • Table A2 – Includes information for a project’s affordability component and includes the net new housing units and developments that have received (a) an entitlement; (b) a building permit; or (c) a certificate of occupancy. However, only building permits are used for the purpose of determining progress towards the City’s RHNA. In the reporting year, 38 building permits were issued for construction (7 single-family units and 31 accessory dwelling units), and an additional 35 units received a certificate of occupancy (8 singlefamily dwelling units and 27 accessory dwelling units). • Table B – Provides a summary of prior permitting activity (permits issued) in the current Planning Period (2021-2029), including activity for the current reporting year. The table reports the number of units for which permits were issued to demonstrate progress in meeting the City’s share of regional housing need for the Planning Period. Table B shows that the City has permitted 118 units thus far during the Planning Period, leaving 1,130 remaining RHNA units by income level.
• Table C (not applicable) – Includes sites identified or rezoned to accommodate shortfall housing need. This table only applies if the City identifies an unaccommodated need of sites from the previous Planning Period, has a shortfall as identified in the housing element, or is identifying additional sites required by no net loss law Government Code

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2024 Annual Housing Progress Report Page 3
For the Meeting of March 25, 2025
Section 65863. The City did not have any such information to report for 2024. • Table D – Reports the status and progress of housing element program and policy implementation for all programs described in the housing element. • Table E (not applicable) – This table only applies if the City approved any commercial development bonuses during the reporting year per Government Code Section 65915.7.

To qualify, an applicant for a commercial development enters into an agreement for partnered housing to contribute affordable housing through a joint or two separate projects encompassing affordable housing and the commercial developer receives a development bonus. During the reporting year of 2024, the City did not receive any such applications. • Table F (not applicable) – This table identifies units that have been substantially rehabilitated, converted from market-rate to affordable by acquisition, and preserved units consistent with the standards set forth in Government Code Section 65583.1(c). In order to count units reported in this table as progress towards RHNA, the City would need to provide HCD with information to demonstrate that the units meet the standards as prescribed by State law. If HCD agrees that the units meet the standards set forth in Government Code Section 65583.1(c)(1)(D), these units may credit up to 25 percent of the City’s adequate site requirement per income category. During the reporting year of 2024, no units met the criteria of Government Code Section 65583.1(c). • Table F2 (not applicable) – This table reports the number of existing units that have been converted from above moderate-income to moderate-income pursuant to Government Code Section 65400.2 which requires that the units are subject to a long-term agreement with a public entity that they are to be affordable to, and occupied by, persons of moderate income for a term of 55 years. During the reporting year of 2024, no units met the criteria of Government Code Section 65400.2.
• Table G (not applicable) – This table reports locally owned lands included in the Housing Element Sites Inventory that have been sold, leased, or otherwise disposed of, pursuant to Government Code Section 65400.1.
• Table H (not applicable) - This table reports a list of the City’s inventory of surplus lands as defined in subdivision (b) of Section 54221, and all lands in excess of its foreseeable needs, if any, identified pursuant to Section 50569, located in all urbanized areas and urban clusters, as designated by the United States Census Bureau, within jurisdictions. • Table J (not applicable) – This table reports student housing developments that have a density bonus approved pursuant to Government Code Section 65915(b)(1)(F) however; the numbers reported in this section cannot be applied to the entity’s RHNA numbers.

During the reporting year of 2024, no units met the criteria of Government Code Section 65915(b)(1)(F).
• Table K (not applicable) – This table requires local governments to report any local tenant preference policy or ordinance and to provide the weblink to HCD every year. The City of San Dimas has not adopted such a policy or ordinance as defined in Government Code Section 7061.

Staff will continue to implement existing affordable housing programs identified in the housing element while exploring new tools, funding mechanisms, and partnerships to support the City’s

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2024 Annual Housing Progress Report Page 4
For the Meeting of March 25, 2025
commitments towards facilitating the provision of affordable housing in order to achieve the City’s RHNA goals.

ALTERNATIVES
There is no alternative for this proposed 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,
Kimberly Neustice
Senior Management Analyst
Attachment:

1. 2024 Annual Housing Element Progress Report

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ATTACHMENT 1
Jurisdiction San Dimas
Reporting Year 2024 (Jan. 1 - Dec. 31)
Housing Element Planning Period 6th Cycle 10/15/2021 - 10/15/2029 Building Permits Issued by Affordability Summary
Income Level Current Year
Deed Restricted 0
0 0
0 0
0 Very Low
Low
Non-Deed
Restricted
Deed Restricted
Non-Deed
Restricted
Deed Restricted
Moderate Non-Deed
Restricted
Above Moderate 38
Total Units
Note: Units serving extremely low-income households are included in the very low-income permitted units totals 38 Units by Structure Type
Single-family Attached
Single-family Detached
2 to 4 units per structure
5+ units per structure
Entitled Permitted Completed
0 7
0 0
0 0
2 5
0 8
0 0
0 0
Accessory Dwelling Unit
Mobile/Manufactured Home
31 0
27 0
Total 7 38 35
Infill Housing Developments and Infill Units Permitted
Indicated as Infill
# of Projects Units
0 0
Not Indicated as Infill 37 38
Housing Applications Summary
Total Housing Applications Submitted: 41
42 42
0 Number of Proposed Units in All Applications Received:

Total Housing Units Approved:

Total Housing Units Disapproved:

Use of SB 423 Streamlining Provisions - Applications
Number of SB 423 Streamlining Applications
Number of SB 423 Streamlining Applications Approved
0 0

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Units Constructed - SB 423 Streamlining Permits
Income
Very Low
Rental Ownership Total
Units
Units
0 0
0 0
0 0
0 0
0 0
0 0
0 0
0 Low
Moderate
Above Moderate
Total
Streamlining Provisions Used - Permitted Units
SB 9 (2021) - Duplex in SF Zone
SB 9 (2021) - Residential Lot Split
AB 2011 (2022)
# of Projects
4 0
0 0
0 4
0 0
0 0
SB 6 (2022)
SB 423 (2023)
Ministerial and Discretionary Applications # of Applications Ministerial
Discretionary
41 0
42 0
Density Bonus Applications and Units Permitted
Number of Applications Submitted Requesting a Density Bonus Number of Units in Applications Submitted Requesting a Density Bonus Number of Projects Permitted with a Density Bonus
0 0
0 Number of Units in Projects Permitted with a Density Bonus 0 Housing Element Programs Implemented and Sites Rezoned
Programs Implemented
Count
82 Sites Rezoned to Accommodate the RHNA 0

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ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Jurisdiction San Dimas Note: "+" indicates an optional field Reporting Year
Planning Period
2024 (Jan. 1 - Dec. 31) Cells in grey contain auto-calculation formulas 6th Cycle 10/15/2021 - 10/15/2029
Table A
Housing Development Applications Submitted
Total
Approved
Units by
Project
7 Total
Disapproved
Units by
Project
8 Date
Application
Submitted
Density Bonus Law
Applications
Application
Status Project Identifier
1 Unit Types Proposed Units - Affordability by Household Incomes Streamlining 9 Project Type
12 Notes
2 3 4 5 6 10 11 13
Did the housing Were incentives
or concessions
requested
pursuant to
Government
Please select state
streamlining
provision/s the
application was
submitted pursuant
to.
development
application seek
incentives or
concessions
pursuant to
Is the project
considered a
ministerial
project or
discretionary
project?
Date
Application
Submitted
(see
Tenure Very LowIncome Non
Deed
ModerateIncome
Deed
ModerateIncome
Non Deed
Restricted
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Very LowIncome Deed
Restricted
Low-Income Low-Income Above
ModerateIncome
Total

APPROVED
Units by project Units by Project
Total

DISAPPROVED
Please indicate
the status of the
application.

Local Jurisdiction
Tracking ID
Total PROPOSED
Units by Project
Prior APN+ Current APN Street Address Project Name+ Deed Non Deed Restricted
Notes+ R=Renter
O=Owner Restricted Restricted Restricted instructions) Code section 65915 approved? Government Code
section 65915?
Summary Row: Start Data Entry Below
8426-035-015
0 0 0 0 0 0 42
1 42
1 42
1 0
ADU O
O
NONE
NONE
No
No
No
No
Approved
Approved
Ministerial
Ministerial
1063 Wellington BD2431608
BD2432048
Road 10/21/2024
10/22/2024
8387-020-043 114 W Fourth
Street
ADU 1 1 1
0 8392-030-084 130 W Allen 1
Avenue
8383-014-012 1307 Carew
Street
8395-004-038 1355 Paseo
Anacapa
ADU
ADU
ADU
ADU
O
O
O
O
1 1
1 1
1 1
1 1
NONE
NONE
NONE
NONE
No
No
No
No
No
No
No
No
Approved
Approved
Approved
Approved
Ministerial
Ministerial
Ministerial
Ministerial
BD2431376
BD2431558
BD2432175
3/13/2024
11/26/2024
12/12/2024
1 1
8665-006-007 1
1365 N Shirlmar
Avenue BD2431200
11/8/2024
9/4/2024
8661-009-004 138 W Baseline
Road
8383-016-024 1444 Goldrush
Drive
8383-016-024 1444 Goldrush
Drive
8665-038-036 1506 County
Point Lane
8665-038-045 1641 Brasada
Lane
8665-041-038 1652 Brasada
Lane
8665-040-033 2005 Trail Ridge
Lane
8387-013-044 203 E Second
Street
ADU
ADU
ADU
SFD
SFD
SFD
SFD
ADU
ADU
ADU
ADU
O
O
O
O
O
O
O
O
O
O
O
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
NONE
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
Approved
Approved
Approved
Approved
Approved
Approved
Approved
Approved
Approved
Approved
Approved
Ministerial
Ministerial
Ministerial
Ministerial
Ministerial
Ministerial
Ministerial
Ministerial
Ministerial
Ministerial
Ministerial
BD2431906
BD2431725
BD2431726
BD2431751
BD2431752
BD2431750
BD2432128
BD2431514
BD2432189
BD2431666
BD2431756
6/20/2024
6/20/2024
6/20/2024
6/28/2024
6/28/2024
11/19/2024
7/23/2024
12/17/2024
6/3/2024
8390-021-038 209 S Monte
Vista Avenue
8383-020-029 211 Glengrove
Avenue
8387-013-040 215 E Second
Street 10/21/2024
0 8390-019-022 1
8392-009-095
228 Nubia
Street
235 E
Gladstone
Street
ADU
ADU
O
O
1 1
1 1
NONE
NONE
No
No
No
No
Approved
Approved
Ministerial
Ministerial
BD2432085
BD2431500
11/6/2024
1 9/18/2024
11/15/2024
6/20/2024
10/17/2024
10/22/2024
8/15/2024
11/21/2024
8661-012-008 235 Woodland
Oaks Drive
8661-012-005 247 Woodland
Oaks Drive
ADU
ADU
ADU
ADU
ADU
ADU
O
O
O
O
O
O
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
NONE
NONE
NONE
NONE
NONE
NONE
No
No
No
No
No
No
No
No
No
No
No
No
Approved
Approved
Approved
Approved
Approved
Approved
Ministerial
Ministerial
Ministerial
Ministerial
Ministerial
Ministerial
BD2432118
BD2431434
BD2432035
BD2432044
BD2431681
BD2431199
8390-009-056 330 Moore
Place
330 Moore
Place
8390-009-056
8392-007-022 404 E Ghent
Street
8386-012-019 417 W Fourth
Street

Page 36 ends

8392-007-025
8383-006-001
437 E
Gladstone
Street
502 Balton
Avenue
ADU O 1 1 1 NONE No No Approved Ministerial
BD2431385
6/13/2024
9/25/2024
7/8/2024
ADU
ADU
ADU
ADU
ADU
ADU
ADU
SFD
O
O
O
O
O
R
O
R
1 1
1 1
1 2
1 1
1 1
1 1
1 2
1 1
1 1
1 1
1 2
1 1
NONE
NONE
NONE
NONE
NONE
NONE
NONE
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
No
Approved
Approved
Approved
Approved
Approved
Approved
Approved
Approved
Ministerial
Ministerial
Ministerial
Ministerial
Ministerial
Ministerial
Ministerial
Ministerial
BD2431982
BD2431265
BD2431419
BD2431242
BD2431703
BD2431899
BD2431447
8386-011-045 521 W Third
Street
8386-011-044 523 W Third
Street
531 Balton
Avenue
8390-012-032 616 E Juanita
Avenue
8390-014-027 650 E Bonita
Avenue
8382-011-037 728 S Walnut
Avenue
9/27/2024
5/20/2024
6/12/2024
8/28/2024
9/10/2024
8383-005-023
8392-018-044 SB 9 (2021) -
Residential Lot
Split
SB 9 (2021) -
Residential Lot
Split
800 Amelia
Avenue BD2431212
BD2431213
1/11/2024
8392-018-044 SFD R 1 1 1 No No Approved Ministerial 800 Amelia Avenue 1/11/2024
8/6/2024
8392-005-065 831 N Hatfield ADU
ADU
ADU
ADU
ADU
ADU
O
O
O
O
R
O
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
1 1
NONE No
No
No
No
No
No
No
No
No
No
No
No
Approved
Approved
Approved
Approved
Approved
Approved
Ministerial
Ministerial
Ministerial
Ministerial
Ministerial
Ministerial
BD2431635
BD2431581
BD2431367
BD2431648
BD2431769
Avenue
8385-014-006 839 Dumaine
Avenue
8392-011-045 913 Durango
Court
8392-011-062 918 Sedona
Court
8661-015-003 144 E Baseline
Road
NONE
NONE
NONE
NONE
NONE
5/10/2024
5/29/2024
8/26/2024
8/27/2024
8386-023-041 804 W
Gladstone
Street
BD2432156
12/3/2024

Page 37 ends

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Jurisdiction San Dimas
Reporting Year
Planning Period
2024 (Jan. 1 - Dec. 31)
6th Cycle 10/15/2021 - 10/15/2029
Table A2
Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units Project Identifier
1 Unit Types Affordability by Household Incomes - Completed Entitlement 2 3 4 5 6
Tenure Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed Restricted
Low- Income
Deed
Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed Restricted
Above
ModerateIncome
Entitlement
Date Approved Local Jurisdiction
Tracking ID
# of Units issued
Entitlements
Prior APN+ Current APN Street Address Project Name+
R=Renter
O=Owner
Summary Row: Start Data Entry Below 0 0 0 0 0 0 7 7
798 Amelia Avenue 8392-018-043
8392-018-043
8392-018-044
8392-018-044
BD2229457
BD222945
BD2431212
BD2431213
SFD
SFD
SFD
SFD
R
R
R
R
Unit A
798 Amelia Avenue
Unit B
0 0
0 0
800 Amelia Avenue
Unit A
800 Amelia Avenue
Unit B
912 N San Dimas
Avenue Unit A 8392-011-027
8387-015-023
8383-022-029
BD2330907
BD2330534
BD2229781
ADU
ADU
ADU
R
O
O
0 244 W third Street 0
903 Cienega
Avenue 0
0 1063 Wellington
Road 8426-035-015 BD2431608 ADU O
912 N San Dimas
Avenue Unit B 8392-011-027
8387--017-025
8392-009-095
BD2330908
BD2330946
BD2431500
ADU
ADU
ADU
R
O
O
0 141 E First Street 0
235 E Gladstone
Street 0
0 804 N Amelia
Avenue 8392-018-008
8390-013-030
BD2026843
BD2330875
ADU
ADU
O
R
205 N San Dimas
Canyon Road Unit
1 0
0 0
0 0
205 N San Dimas
Canyon Road Unit
2 8390-013-030
8390-013-030
8390-013-030
8390-013-030
8390-013-030
BD2330876
BD2330877
BD2330878
BD2330879
BD2330880
ADU
ADU
ADU
ADU
ADU
R
R
R
R
R
205 N San Dimas
Canyon Road Unit
3 205 San Dimas
Canyon Road Unit
4 205 N San Dimas
Canyon Road Unit
5 205 N San Dimas
Canyon Road Unit
6 0
0 0
0 0
621 Hatfield
Avenue 8390-005-010
8390-012-019
BD2331010
BD2330358
BD2330162
BD2431756
ADU
SFA
SFD
ADU
O
R
O
O
634 E Juanita
Avenue
429 E Gladstone
8392-007-036 Street
8387-013-040 215 E Second
Steet

Page 38 ends

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Jurisdiction San Dimas
Reporting Year
Planning Period
2024 (Jan. 1 - Dec. 31)
6th Cycle 10/15/2021 - 10/15/2029
144 E Baseline
Road Unit A 8661-015-003
8661-015-003
BD2331185
BD2431769
ADU
ADU
R
R
0 144 E Baseline
Road Unit B 0
0 0
8390-009-056
8392-011-062
330 Moore Place
918 Secona Court
BD2330744
BD2431648
ADU
ADU
R
O
247 Woodland
Oaks Drive 8661-012-005
8390-021-007
8392-011-045
BD2431434
BD2330743
BD2431367
ADU
ADU
ADU
O
O
O
0 231 Railway Street 0
913 Durango Cuort 0
1365 N Shirlmar
Avenue 8665-006-007 BD2431200 ADU R
0 0
0 0
8383-005-023
8392-007-022
8385-005-013
531 Balton Avenue
404 E Ghent Street
1114 Tudor Street
BD2431242
BD2431681
BD2330702
ADU
ADU
ADU
O
O
O
615 N Lone Hill
Avenue 8383-007-026
392-007-035
8392-005-065
8392-005-065
BD2331022
BD2431385
BD2431635
BD2330701
ADU
ADU
ADU
ADU
O
O
O
O
0 0
0 437 E Gladstone
Street
831 N Hatfield
Avenue
728 Amelia Avenue 0
0 0
0 0
8661-016-027
8661-015-026
8387-016-032
8661-010-017
1076 Kiowa Way
110 E Baseline
113 W First Street
BD2127506
BD2329903
BD2330369
BD2329872
ADU
ADU
ADU
ADU
O
R
O
128 Ashvale Drive O
1317 Sierra View
Drive 8661-004-005
8392-030-085
BD2228947
BD2026838
ADU
ADU
O
O
0 0
136 W Allen
Avenue
145 W Commercial
Street 8390-021-036
8448-038-035
8661-015-026
BD2229286
B1522163
ADU
SFD
ADU
O
O
R
0 1532 Calle Cristina 0
110 E Baseline
Road BD2329904 0
0 0
0 0
0 0
0 8665-038-025
8665-038-046
8386-015-001
8665-038-044
8665-040-046
8665-040-044
8665-040-040
1606 Brasada Lane
1637 Brasada Lane
BD2330420
BD2330195
BD1926235
BD2229332
BD2229335
BD2229342
BD2229338
ADU
SFD
SFD
SFD
SFD
SFD
SFD
O
O
O
O
O
O
O
175 N Acacia
Street
1803 Canyon Oaks
Lane
1807 Canyon Oaks
Lane
1815 Canyon Oaks
Lane
1831 Canyon Oaks
Lane
2017 Trail Ridge
Lane 8665-040-036
8390-020-033
8390-009-004
BD2330198
BD2329888
BD2127723
SFD
ADU
ADU
O
O
O
0 205 Nubia Street 0
206 N Walnut
Avenue 0
209 Huntington
Avenue 8383-020-049
8387-001-031
8387-012-034
8383-015-033
8387-002-064
BD2228552
BD2330448
BD2127989
BD2228642
BD2330019
ADU
ADU
ADU
ADU
ADU
O
O
O
O
O
0 213 W Fifth Street 0
220 E Fourth Street
343 Nuggett Court
0 0
624 N Monte Vista
Avenue 0
8385-012-006 939 Cypress Street BD2330670 ADU O
0 0
0 7
8395-026-010
8386-015-001
8661-017-010
964 Calle Serra
175 Acacia Street
327 E. Baseline
BD2228750
BD212848
ADU
ADU
SFD
O
O
PROJ-22-0051 O 7 9/24/2024

Page 39 ends

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Jurisdiction San Dimas
Reporting Year
Planning Period
2024 (Jan. 1 - Dec. 31)
6th Cycle 10/15/2021 - 10/15/2029
Table A2
Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units Project Identifier Unit Types Affordability by Household Incomes - Building Permits 1 2 3 7 8 9
Tenure Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed Restricted
Above
ModerateIncome
Local Jurisdiction
Tracking ID
Low- Income
Deed Restricted
Building Permits # of Units Issued
Prior APN+ Current APN Street Address Project Name+ R=Renter O=Owner
Date Issued Building Permits
Summary Row: Start Data Entry Below
8392-018-043
0 0 0 0 0 0 35 35
798 Amelia Avenue
Unit A BD2229457
BD222945
BD2431212
BD2431213
SFD
SFD
SFD
SFD
R
R
R
R
1 1
1 1
1/11/2024
1/11/2024
1/11/2024
1/11/2024
1 1
1 1
798 Amelia Avenue
Unit B 8392-018-043
8392-018-044
8392-018-044
800 Amelia Avenue
Unit A
800 Amelia Avenue
Unit B
912 N San Dimas
Avenue Unit A 8392-011-027
8387-015-023
8383-022-029
BD2330907
BD2330534
BD2229781
ADU
ADU
ADU
R
O
O
1 1
1 5/24/2024
3/11/2024
2/23/2024
1 1
1 244 W third Street
903 Cienega
Avenue
1063 Wellington
Road 8426-035-015 BD2431608 ADU O 1 10/21/2024 1
912 N San Dimas
Avenue Unit B 8392-011-027
8387--017-025
8392-009-095
BD2330908
BD2330946
BD2431500
ADU
ADU
ADU
R
O
O
1 1
1 5/24/2024
6/11/2024
9/18/2024
1 1
1 141 E First Street
235 E Gladstone
Street
804 N Amelia
Avenue 8392-018-008
8390-013-030
BD2026843
BD2330875
ADU
ADU
O
R
1 1
5/9/2024 1
1 205 N San Dimas
Canyon Road Unit
1 2/29/2024
205 N San Dimas
Canyon Road Unit
2 8390-013-030 BD2330876 ADU R 1 2/29/2024 1

Page 40 ends

205 N San Dimas
Canyon Road Unit
3 8390-013-030
8390-013-030
8390-013-030
8390-013-030
BD2330877
BD2330878
BD2330879
BD2330880
ADU
ADU
ADU
ADU
R
R
R
R
1 1
1 1
2/29/2024
2/29/2024
2/29/2024
2/29/2024
1 1
1 1
205 San Dimas
Canyon Road Unit
4 205 N San Dimas
Canyon Road Unit
5 205 N San Dimas
Canyon Road Unit
6 621 Hatfield
Avenue 8390-005-010
8390-012-019
BD2331010
BD2330358
BD2330162
BD2431756
BD2331185
BD2431769
ADU
SFA
SFD
ADU
ADU
ADU
O
R
O
O
R
R
1 2
1 1
1 1
7/5/2024
4/2/2024
1 2
1 1
1 1
634 E Juanita
Avenue
429 E Gladstone
Street
9/5/2024
8392-007-036
8387-013-040 215 E Second
Steet
10/21/2024
8/27/2024
8/27/2024
144 E Baseline
Road Unit A
144 E Baseline
Road Unit B
8661-015-003
8661-015-003
8390-009-056
8392-011-062
330 Moore Place
918 Secona Court
BD2330744
BD2431648
ADU
ADU
R
O
1 1
6/3/2024 1
8/26/2024 1
247 Woodland
Oaks Drive 8661-012-005
8390-021-007
8392-011-045
BD2431434
BD2330743
BD2431367
ADU
ADU
ADU
O
O
O
1 1
1 6/20/2024
9/18/2024
5/29/2024
1 1
1 231 Railway Street
913 Durango Cuort
1365 N Shirlmar
Avenue 8665-006-007 BD2431200 ADU R 1 11/8/2024 1
8383-005-023
8392-007-022
8385-005-013
531 Balton Avenue
404 E Ghent Street
1114 Tudor Street
BD2431242
BD2431681
BD2330702
ADU
ADU
ADU
O
O
O
1 1
1 5/20/2024
8/15/2024
3/20/2024
1 1
1 615 N Lone Hill
Avenue 8383-007-026
392-007-035
8392-005-065
8392-005-065
BD2331022
BD2431385
BD2431635
BD2330701
ADU
ADU
ADU
ADU
O
O
O
O
1 1
1 1
6/4/2024
6/13/2024
8/6/2024
7/2/2024
1 1
1 1
437 E Gladstone
Street
831 N Hatfield
Avenue
728 Amelia Avenue
8661-016-027
8661-015-026
8387-016-032
8661-010-017
1076 Kiowa Way
110 E Baseline
113 W First Street
BD2127506
BD2329903
BD2330369
BD2329872
ADU
ADU
ADU
ADU
O
R
O
O
0 0
0 128 Ashvale Drive 0
1317 Sierra View
Drive 8661-004-005
8392-030-085
BD2228947
BD2026838
ADU
ADU
O
O
0 0
136 W Allen
Avenue
145 W Commercial
Street 8390-021-036
8448-038-035
8661-015-026
BD2229286
B1522163
ADU
SFD
ADU
O
O
R
0 0
0 1532 Calle Cristina
110 E Baseline
Road BD2329904
8665-038-025 1606 Brasada Lane BD2330420 ADU O 0

Page 41 ends

8665-038-046
8386-015-001
8665-038-044
8665-040-046
8665-040-044
8665-040-040
1637 Brasada Lane BD2330195
BD1926235
BD2229332
BD2229335
BD2229342
BD2229338
SFD
SFD
SFD
SFD
SFD
SFD
O
O
O
O
O
O
0 0
0 0
0 0
175 N Acacia
Street
1803 Canyon Oaks
Lane
1807 Canyon Oaks
Lane
1815 Canyon Oaks
Lane
1831 Canyon Oaks
Lane
2017 Trail Ridge
Lane 8665-040-036
8390-020-033
8390-009-004
BD2330198
BD2329888
BD2127723
SFD
ADU
ADU
O
O
O
0 0
0 205 Nubia Street
206 N Walnut
Avenue
209 Huntington
Avenue 8383-020-049
8387-001-031
8387-012-034
8383-015-033
8387-002-064
BD2228552
BD2330448
BD2127989
BD2228642
BD2330019
ADU
ADU
ADU
ADU
ADU
O
O
O
O
O
0 0
0 0
0 213 W Fifth Street
220 E Fourth Street
343 Nuggett Court
624 N Monte Vista
Avenue
8385-012-006 939 Cypress Street BD2330670 ADU O 0
8395-026-010
8386-015-001
8661-017-010
964 Calle Serra
175 Acacia Street
327 E. Baseline
BD2228750
BD212848
ADU
ADU
SFD
O
O
O
0 0
PROJ-22-0051 0

Page 42 ends

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Jurisdiction San Dimas
Reporting Year
Planning Period
2024 (Jan. 1 - Dec. 31)
6th Cycle 10/15/2021 - 10/15/2029
Table A2
Annual Building Activity Report Summary - New Construction, Entitled, Permits and Completed Units Project Identifier Unit Types Affordability by Household Incomes - Certificates of Occupancy 1 2 3 10 11 12
Certificates of
Occupancy or
other forms of
readiness
(see instructions)
Date Issued
# of Units issued
Certificates of
Occupancy or
other forms of
readiness
Tenure Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Very LowIncome Deed
Restricted
Very LowIncome Non
Deed Restricted
Low- Income
Non Deed
Restricted
ModerateIncome Deed
Restricted
ModerateIncome Non
Deed Restricted
Above
ModerateIncome
Local Jurisdiction
Tracking ID
Low- Income
Deed Restricted Prior APN+ Current APN Street Address Project Name+ R=Renter O=Owner
Summary Row: Start Data Entry Below
8392-018-043
0 0 0 0 0 0 0 0
798 Amelia Avenue
Unit A BD2229457
BD222945
BD2431212
BD2431213
SFD
SFD
SFD
SFD
R
R
R
R
0 0
0 0
798 Amelia Avenue
Unit B 8392-018-043
8392-018-044
8392-018-044
800 Amelia Avenue
Unit A
800 Amelia Avenue
Unit B
912 N San Dimas
Avenue Unit A 8392-011-027
8387-015-023
8383-022-029
BD2330907
BD2330534
BD2229781
ADU
ADU
ADU
R
O
O
0 0
0 244 W third Street
903 Cienega
Avenue
1063 Wellington
Road 8426-035-015 BD2431608 ADU O 0
912 N San Dimas
Avenue Unit B 8392-011-027
8387--017-025
8392-009-095
BD2330908
BD2330946
BD2431500
ADU
ADU
ADU
R
O
O
0 0
0 141 E First Street
235 E Gladstone
Street
804 N Amelia
Avenue 8392-018-008
8390-013-030
BD2026843
BD2330875
ADU
ADU
O
R
0 1
205 N San Dimas
Canyon Road Unit
1 1
1 9/13/2024
9/13/2024
205 N San Dimas
Canyon Road Unit
2 8390-013-030 BD2330876 ADU R 1

Page 43 ends

205 N San Dimas
Canyon Road Unit
3 8390-013-030
8390-013-030
8390-013-030
8390-013-030
BD2330877
BD2330878
BD2330879
BD2330880
ADU
ADU
ADU
ADU
R
R
R
R
1 1
1 1
9/13/2024
9/13/2024
9/13/2024
9/13/2024
1 1
1 1
205 San Dimas
Canyon Road Unit
4 205 N San Dimas
Canyon Road Unit
5 205 N San Dimas
Canyon Road Unit
6 621 Hatfield
Avenue 8390-005-010
8390-012-019
BD2331010
BD2330358
BD2330162
BD2431756
BD2331185
BD2431769
ADU
SFA
SFD
ADU
ADU
ADU
O
R
O
O
R
R
0 0
0 0
0 0
634 E Juanita
Avenue
429 E Gladstone
8392-007-036 Street
8387-013-040 215 E Second
Steet
144 E Baseline
Road Unit A
144 E Baseline
Road Unit B
8661-015-003
8661-015-003
8390-009-056
8392-011-062
330 Moore Place
918 Secona Court
BD2330744
BD2431648
ADU
ADU
R
O
1 10/7/2024 1
0 247 Woodland
Oaks Drive 8661-012-005
8390-021-007
8392-011-045
BD2431434
BD2330743
BD2431367
ADU
ADU
ADU
O
O
O
0 0
0 231 Railway Street
913 Durango Cuort
1365 N Shirlmar
Avenue 8665-006-007 BD2431200 ADU R 0
8383-005-023
8392-007-022
8385-005-013
531 Balton Avenue
404 E Ghent Street
1114 Tudor Street
BD2431242
BD2431681
BD2330702
ADU
ADU
ADU
O
O
O
0 0
0 615 N Lone Hill
Avenue 8383-007-026
392-007-035
8392-005-065
8392-005-065
BD2331022
BD2431385
BD2431635
BD2330701
ADU
ADU
ADU
ADU
O
O
O
O
0 0
0 0
437 E Gladstone
Street
831 N Hatfield
Avenue
728 Amelia Avenue
8661-016-027
8661-015-026
8387-016-032
8661-010-017
1076 Kiowa Way
110 E Baseline
113 W First Street
BD2127506
BD2329903
BD2330369
BD2329872
ADU
ADU
ADU
ADU
O
R
O
O
1 2
1 1
9/24/2024
7/31/2024
8/2/2024
4/5/2024
1 2
1 128 Ashvale Drive 1
1317 Sierra View
Drive 8661-004-005
8392-030-085
BD2228947
BD2026838
ADU
ADU
O
O
1 1
6/3/2024 1
1 136 W Allen
Avenue
9/18/2024
145 W Commercial
Street 8390-021-036
8448-038-035
8661-015-026
BD2229286
B1522163
ADU
SFD
ADU
O
O
R
1 1
1 7/17/2024
9/16/2024
7/31/2024
1 1
1 1532 Calle Cristina
110 E Baseline
Road BD2329904
8665-038-025 1606 Brasada Lane BD2330420 ADU O 1 6/4/2024 1

Page 44 ends

8665-038-046
8386-015-001
8665-038-044
8665-040-046
8665-040-044
8665-040-040
1637 Brasada Lane BD2330195
BD1926235
BD2229332
BD2229335
BD2229342
BD2229338
SFD
SFD
SFD
SFD
SFD
SFD
O
O
O
O
O
O
1 1
1 1
1 1
8/26/2024
8/26/2024
3/25/2024
3/13/2024
3/18/2024
1/4/2024
1 1
1 1
1 1
175 N Acacia
Street
1803 Canyon Oaks
Lane
1807 Canyon Oaks
Lane
1815 Canyon Oaks
Lane
1831 Canyon Oaks
Lane
2017 Trail Ridge
Lane 8665-040-036
8390-020-033
8390-009-004
BD2330198
BD2329888
BD2127723
SFD
ADU
ADU
O
O
O
1 1
1 6/4/2024
3/29/2024
1/4/2024
1 1
1 205 Nubia Street
206 N Walnut
Avenue
209 Huntington
Avenue 8383-020-049
8387-001-031
8387-012-034
8383-015-033
8387-002-064
BD2228552
BD2330448
BD2127989
BD2228642
BD2330019
ADU
ADU
ADU
ADU
ADU
O
O
O
O
O
1 1
1 1
1 9/19/2024
2/1/2024
3/6/2024
1/23/2024
3/25/2024
1 1
1 1
1 213 W Fifth Street
220 E Fourth Street
343 Nuggett Court
624 N Monte Vista
Avenue
8385-012-006 939 Cypress Street BD2330670 ADU O 1 7/16/2024 1 8395-026-010
8386-015-001
8661-017-010
964 Calle Serra
175 Acacia Street
327 E. Baseline
BD2228750
BD212848
ADU
ADU
SFD
O
O
O
1 1
3/13/2024
8/26/2024
1 1
PROJ-22-0051 0

Page 45 ends

APPROVED
pursuant to.
(may select
multiple)
Tenure How many of
the units were
Extremely Low
Income?
Demolished/D
estroyed Units
Owner or
Unit Category
(SFA,SFD,2 to
4,5+,ADU,MH)
Number of
Demolished/Destr
oyed Units
Local Jurisdiction
Tracking ID
Infill Units?
Y/N+
Demolished or
Destroyed Units Prior APN+ Current APN Street Address Project Name+ R=Renter O=Owner
(may select restrictions,
multiple - see explain how the affordable in
perpetuity enter
Renter
instructions) locality
determined the
units were
1000)+
affordable
Summary Row: Start Data Entry Below
8392-018-043
0 0
SB 9 (2021) -
Duplex in SF
Zone
798 Amelia Avenue
Unit A BD2229457
BD222945
BD2431212
BD2431213
SFD
SFD
SFD
SFD
R
R
R
R
N
N
N
N
SB 9 (2021) -
Duplex in SF
Zone
798 Amelia Avenue
Unit B 8392-018-043
8392-018-044
8392-018-044
SB 9 (2021) -
Duplex in SF
Zone
800 Amelia Avenue
Unit A
SB 9 (2021) -
Duplex in SF
Zone
800 Amelia Avenue
Unit B
912 N San Dimas
Avenue Unit A 8392-011-027
8387-015-023
8383-022-029
BD2330907
BD2330534
BD2229781
ADU
ADU
ADU
R
O
O
NONE
NONE
NONE
N
N
N
244 W third Street
903 Cienega
Avenue
1063 Wellington
Road 8426-035-015 BD2431608 ADU O NONE N
912 N San Dimas
Avenue Unit B 8392-011-027
8387--017-025
8392-009-095
BD2330908
BD2330946
BD2431500
ADU
ADU
ADU
R
O
O
NONE
NONE
NONE
N
N
N
141 E First Street
235 E Gladstone
Street
804 N Amelia
Avenue 8392-018-008
8390-013-030
BD2026843
BD2330875
ADU
ADU
O
R
NONE
NONE
N
N
205 N San Dimas
Canyon Road Unit
1 205 N San Dimas
Canyon Road Unit
2 8390-013-030 BD2330876 ADU R NONE N

Page 46 ends

205 N San Dimas
Canyon Road Unit
3 8390-013-030
8390-013-030
8390-013-030
8390-013-030
BD2330877
BD2330878
BD2330879
BD2330880
ADU
ADU
ADU
ADU
R
R
R
R
NONE
NONE
NONE
NONE
N
N
N
N
205 San Dimas
Canyon Road Unit
4 205 N San Dimas
Canyon Road Unit
5 205 N San Dimas
Canyon Road Unit
6 621 Hatfield
Avenue 8390-005-010
8390-012-019
BD2331010
BD2330358
BD2330162
BD2431756
BD2331185
BD2431769
ADU
SFA
SFD
ADU
ADU
ADU
O
R
O
O
R
R
NONE
NONE
NONE
NONE
NONE
NONE
N
N
N
N
N
N
634 E Juanita
Avenue
429 E Gladstone
8392-007-036 Street
8387-013-040 215 E Second
Steet
144 E Baseline
Road Unit A
144 E Baseline
Road Unit B
8661-015-003
8661-015-003
8390-009-056
8392-011-062
330 Moore Place
918 Secona Court
BD2330744
BD2431648
ADU
ADU
R
O
NONE
NONE
N
N
247 Woodland
Oaks Drive 8661-012-005
8390-021-007
8392-011-045
BD2431434
BD2330743
BD2431367
ADU
ADU
ADU
O
O
O
NONE
NONE
NONE
N
N
N
231 Railway Street
913 Durango Cuort
1365 N Shirlmar
Avenue 8665-006-007 BD2431200 ADU R NONE N
8383-005-023
8392-007-022
8385-005-013
531 Balton Avenue
404 E Ghent Street
1114 Tudor Street
BD2431242
BD2431681
BD2330702
ADU
ADU
ADU
O
O
O
NONE
NONE
NONE
N
N
N
615 N Lone Hill
Avenue 8383-007-026
392-007-035
8392-005-065
8392-005-065
BD2331022
BD2431385
BD2431635
BD2330701
ADU
ADU
ADU
ADU
O
O
O
O
NONE
NONE
NONE
NONE
N
N
N
N
437 E Gladstone
Street
831 N Hatfield
Avenue
728 Amelia Avenue
8661-016-027
8661-015-026
8387-016-032
8661-010-017
1076 Kiowa Way
110 E Baseline
113 W First Street
BD2127506
BD2329903
BD2330369
BD2329872
ADU
ADU
ADU
ADU
O
R
O
O
NONE
NONE
NONE
NONE
N
N
N
128 Ashvale Drive N
1317 Sierra View
Drive 8661-004-005
8392-030-085
BD2228947
BD2026838
ADU
ADU
O
O
NONE
NONE
N
N
136 W Allen
Avenue
145 W Commercial
Street 8390-021-036
8448-038-035
8661-015-026
BD2229286
B1522163
ADU
SFD
ADU
O
O
R
NONE
NONE
NONE
N
N
N
1532 Calle Cristina
110 E Baseline
Road BD2329904
8665-038-025
8665-038-046
1606 Brasada Lane
1637 Brasada Lane
BD2330420
BD2330195
ADU
SFD
O
O
NONE
NONE
N
N

Page 47 ends

175 N Acacia
Street 8386-015-001
8665-038-044
8665-040-046
8665-040-044
8665-040-040
BD1926235
BD2229332
BD2229335
BD2229342
BD2229338
SFD
SFD
SFD
SFD
SFD
O
O
O
O
O
NONE
NONE
NONE
NONE
NONE
Y
N
N
N
N
1803 Canyon Oaks
Lane
1807 Canyon Oaks
Lane
1815 Canyon Oaks
Lane
1831 Canyon Oaks
Lane
2017 Trail Ridge
Lane 8665-040-036
8390-020-033
8390-009-004
BD2330198
BD2329888
BD2127723
SFD
ADU
ADU
O
O
O
NONE
NONE
NONE
N
N
N
205 Nubia Street
206 N Walnut
Avenue
209 Huntington
Avenue 8383-020-049
8387-001-031
8387-012-034
8383-015-033
8387-002-064
BD2228552
BD2330448
BD2127989
BD2228642
BD2330019
ADU
ADU
ADU
ADU
ADU
O
O
O
O
O
NONE
NONE
NONE
NONE
NONE
N
N
N
N
N
213 W Fifth Street
220 E Fourth Street
343 Nuggett Court
624 N Monte Vista
Avenue
8385-012-006 939 Cypress Street BD2330670 ADU O NONE N
8395-026-010
8386-015-001
8661-017-010
964 Calle Serra
175 Acacia Street
327 E. Baseline
BD2228750
BD212848
ADU
ADU
SFD
O
O
O
NONE
NONE
NONE
N
N
PROJ-22-0051 Y

Page 48 ends

This table is auto-populated once you enter your jurisdiction name and current year data. Past ANNUAL ELEMENT PROGRESS REPORT year information comes from previous APRs.

Housing Element Implementation
Jurisdiction San Dimas
Reporting Year 2024
Planning Period
(Jan. 1 - Dec. 31) Please contact HCD if your data is different than the material supplied here 6th Cycle 10/15/2021 - 10/15/2029
Table B
Regional Housing Needs Allocation Progress
Permitted Units Issued by Affordability
1 Projection Period 2 3 4
Projection Period -
06/30/2021-
Total Remaining
RHNA by Income
Level
RHNA Allocation by
Income Level
Total Units to
Date (all years) Income Level 2021 2022 2023 2024 2025 2026 2027 2028 2029 10/14/2021
Deed Restricted - -
-
-
-
-
-
4 -
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
384
220
206
- 384
Very Low
Low
Non-Deed Restricted
Deed Restricted
-
- - - -
1 219
Non-Deed Restricted
Deed Restricted
1 -
- - -
- - -
- 206
320
Moderate
Above Moderate
Non-Deed Restricted - - - -
438 5 39 32 38 118
Total RHNA
Total Units
1,248
6 4 39 32 38 - - - - - 119 1,129
Progress toward extremely low-income housing need, as determined pursuant to Government Code 65583(a)(1). 5 6 7
Extremely low-Income
Need
Total Units to
Date
Total Units
Remaining 2021 2022 2023 2024 2025 2026 2027 2028 2029
Extremely Low-Income Units* 192 - - - - - - - - -
- 192
*Extremely low-income housing need determined pursuant to Government Code 65583(a)(1). Value in Section 5 is default value, assumed to be half of the very low-income RHNA. May be overwritten.

Please Note: Table B does not currently contain data from Table F or Table F2 for prior years. You may login to the APR system to see Table B that contains this data.

Note: units serving extremely low-income households are included in the very low-income RHNA progress and must be reported as very low-income units in section 7 of Table A2. They must also be reported in the extremely low-income category (section 13) in Table A2 to be counted as progress toward meeting the extremely low-income housing need determined pursuant to Government Code 65583(a)(1).

Please note: For the last year of the 5th cycle, Table B will only include units that were permitted during the portion of the year that was in the 5th cycle. For the first year of the 6th cycle, Table B will only include units that were permitted since the start of the planning period. Projection Period units are in a separate column.

Please note: The APR form can only display data for one planning period. To view progress for a different planning period, you may login to HCD's online APR system, or contact HCD staff at [email protected].

Page 49 ends

ANNUAL ELEMENT PROGRESS REPORT
Housing Element Implementation
Jurisdiction
Reporting Year
San Dimas
2024 (Jan. 1 - Dec. 31)
Table D
Program Implementation Status pursuant to GC Section 65583 Housing Programs Progress Report
Describe progress of all programs including local efforts to remove governmental constraints to the maintenance, improvement, and development of housing as identified in the housing element.
1 2 3 4
Name of Program Objective Timeframe in H.E
Annual
Status of Program Implementation
Through its code enforcement program the city identifies substandard housing conditions and works with property owners to identify deficiencies and provide information on possible assistance for eligible homeowners.

Progam 1. Housing Code Conduct property inspections and Compliance resolve up to 200 cases annually
Program 1. Housing Code Require adherence to local property Compliance regulations and requirements
As sites inspected
As sites inspected
Ongoing
Ongoing
Program 1. Housing Code Inform residents of available resources Compliance to address code violations
Provide financial assistance for 10
home rehabilitation projects annually.

Provide financial assistance for 15
mobile home rehabilitation annually.

Provide financial assistance for 10
mobile home chair lifts annually
Implement Town Core Design
Guidelines; make available on the
website and with brochures at the
planning counter.

As applications are
submitted
Program 2. Housing
Rehabilitation
4 SFR rehabs completed, 1 SFR under construction. 18 Mobile Home rehabs completed. 6 Mobile Home Lift Chairs completed.

Annual Encourage preservation of historic
homes by marketing Mills Act and
providing brochure on the City's
website and planning counter
The Planning Division implements the Town Core Design Guidelines when applicable. Information on the guideliens is provided on the City's website and also provided to the public thorugh informational brochures avaialble at the planning counter.

Program 3. Historic
Preservation
Consider codifying the Mills Act to
Program 3. Historic
Preservation
assist in the implementation of historic 2025
preservation
The City is exploring drafting an ordinace to allow and implement Mills Act Contracts.

Page 50 ends

Consider reestablishment of the
Neighborhood Beautification program.

Program 4. Neighborhood Identify areas in the downtown needing Explored by Staff; however, funding for the neighborhood beautification program has not been forthcoming. Staff will continue to monitor funding availability on an ogoing basis.

FY 23/24
Beautification improvement through a survey
Seek funding and grants to reestablish
Program 4. Neighborhood the neighborhood beautification While securing funds for the neighborhood beautificaiton waas not feasible, the City did allocate funds (FY 24/25 CDBG allocation) for a business attraction and assitance progrm in downtown
Annual
Annual
Beautification program.

Maintain an inventory and map of sites
available for residential development
Program 5. Housing Sites and provide at the front counter upon Completed. Map and information on each of the sites has been made available Inventory request. at the planning counter upon request.

Within 2 years of adopting
Downtown Specific Plan
or Housing Element
Rezone sites (Program #7) after
Program 5. Housing Sites adoption of the housing element or the Inventory DTSP, whichever is earlier. Completed in 2024 Monitor sites to accommodate unmet
RHNA. If there are insufficient sites,
Program 5. Housing Sites rezone sites within 180 days of findings Annual Ongoing. Planning Staff will continue to monitor the housing sites and rezone Inventory to ensure needed capacity. additional sites if and when required.

Monitor and record progress in ADU
production and affordability for the
housing element APR by April 1 every
year. Monitor and make adjustments at
least twice in the planning period, 2024
& 2027
Annual; for Housing
Element Annual Progress
Report
Ongoing. Report to be filed with the State on annual basis. Anticipated ADU development during the 2021-2029 period were 25 per year. 25 ADUs were developed in 2023 and 36 ADUs were developed in 2024. Production is on tract; therefore, no adjustments are needed at this time, and will revisit in 2027.

Program 6. Accessory
Dwelling Units
review and processing, increased
marketing, development standard
modification, waiver of permit issuance 2023
fee, expanded technical assistance, and
expanded brochure to encourage ADU
Distribute a flier educating HOAs in
north and southern San Dimas about
benefits of ADUs, process for securing 2023
ADUs + incentives available. Seek to see
66% of new ADUs in those areas.

Program 6. Accessory
Dwelling Units Completed in 2023
Completed in 2023
Program 6. Accessory
Dwelling Units
If, after 1 year ADU production and
affordability is below the annual goal,
market ADU program in City newsletter Annual, after APR for one year, If the deficit persists after 2 complete
years, the City will rezone sites if
Ongoing. Report to be filed with the State on annual basis. Anticipated ADU development during the 2021-2029 period were 25 per year. 25 ADUs were developed in 2023 and 36 ADUs were developed in 2024. Production is on tract; therefore, no adjustments are needed at this time, and will revisit in 2027.

Program 6. Accessory
Dwelling Units needed.

Page 51 ends

Create general plan residential and
mixed use land use/zoning designations
for the DTSP and rezone 94 acres as
follows:
2023
Program 7. Downtown
Specific Plan Completed in 2024, Approved by City Council per Ordiance 1311 & 1312 Completed in 2024, Approved by City Council per Ordiance 1311 & 1312 Completed in 2024, Approved by City Council per Ordiance 1311 & 1312 Program 7. Downtown
Specific Plan
2023
2023
2023
ꞏ 12-16 du/ac: 5.5 ac MFR;
Program 7. Downtown
Specific Plan ꞏ
ꞏ
16-25 du/ac: 2.5 ac MFR
Program 7. Downtown
Specific Plan
25-35 du/ac: 5.8 ac MFR; 7.3 ac
mixed use Completed in 2024, Approved by City Council per Ordiance 1311 & 1312 Program 7. Downtown
Specific Plan
ꞏ 35-45 du/ac: 5.9 ac MFR; 34.6 ac 2023
2023
mixed use Completed in 2024, Approved by City Council per Ordiance 1311 & 1312 Completed in 2024, Approved by City Council per Ordiance 1311 & 1312 Program 7. Downtown
Specific Plan
ꞏ 45-55 du/ac; 21.5 ac MFR; 11.2 ac
mixed use
Assign performance standards of 50 to
75% residential uses as specified on
sites shown in Appendix B to
2023
2023
Program 7. Downtown
Specific Plan accommodate the RHNA Completed in 2024, Approved by City Council per Ordiance 1311 & 1312 Completed in 2024, Approved by City Council per Ordiance 1311 & 1312 As part of zoning designations,
establish development standards that
encourage and facilitate achieving
maximum densities
Program 7. Downtown
Specific Plan
Prepare, adopt, and approve objective
development and design standards for
projects within the DTSP, and for all
other multi-family and mixed-use
properties City wide in 2023
2023 The objective development and design standards for the DTSP were completed in 2024, Approved by City Council per Ordiance 1311 & 1312. For Ctiy Wide staff, draft is completed and approval is expected by June 2025.

Program 8. Design
Guidelines
Modify approval findings, administrative
procedures or other rules to ensure that
meeting objective standards satisfies
approval findings.

Completed in 2024, Approved by City Council per Ordiance 1311 & 1312 for properties within the Downtown Specific Plan. For Ctiy Wide staff, draft is completed and approval is expected by June 2025.
2023
2023
Program 8. Design
Guidelines
Review and revise the City’s density
bonus regulations to ensure
consistency with changes in state law
Program 9. Density Bonus (e.g., AB 2345). Completed in 2024, Approved by City Council per Ordiance 1309

Page 52 ends

Revise MF-30 parking standards (e.g.,
studio and 1-bdm units) and other lot
standards that constrain achievement of
maximum density.
2023
2023
2023
2023
2025
Program 10. MF-30 Zone
Standards Completed November 2023, approved by City Council Per Ordiance 1301 Review and revise open space and
setback standards in the MF Zone that
constrain the development of small
multiple-family housing.

Program 10. MF-30 Zone
Standards Completed November 2023, approved by City Council Per Ordiance 1301 Completed in 2024, Approved by City Council per Ordiance 1309 Completed in 2024, Approved by City Council per Ordiance 1309 Waive lot consolidation planning fees to
encourage the consolidation of lots
desired to achieve the low and
moderate income RHNA.

Program 11. Lot
Consolidation
Draft and adopt a lot consolidation
ordinance that encourages the
development of housing sites to
address the RHNA.

Program 11. Lot
Consolidation
Review lot consolidation ordinance midterm and modify or increase incentives if sufficient consolidations have not
occurred.

Program 11. Lot
Consolidation
Staff to review the lot consolidation ordinance in 2025 and make amendments as required.

Extend SDMC Chapter 18.24 to include a
similar process for granting minor
modifications in residential or mixed
use zones with a MF-30 zone
2024 Staff has prepared new code language, in the DTSP which was approved by the City Council per Ordiance 13 & 13, Staff is still working on language to be within the Chapter 18 of the municipal Code for review approval winter 2025.

Program 12. Minor
Modification Process designation or for sites in the DTSP.

Establish a written policy or procedure
to allow a streamlined approval process 2023
Program 13. Streamlined and standards for eligible projects, as Under development, eligible projects would be processed in compliance with Permitting set forth under GC 65913.4 (SB 35) State Law Periodically review the process and, if
needed, revise features of the process
Program 13. Streamlined to ensure that statutory timelines are 2023 Under development, eligible projects would be processed in compliance Permitting met. with State Law
Amend the general plan, create an
Program 14. General Plan overlay, or suitable tool to allow land 2024 2024
Completed in 2024, Approved by City Council per Ordiance 1315 & Resolution Updates uses envisioned for the Downtown 2024-70
Update safety element to address
Program 14. General Plan climate change, resiliency, and Updates environmental justice. Currently working on a draft looking to complete by fourth quater of 2025

Page 53 ends

Participate in federal HCV program,
maintain up to 150 vouchers contingent
on continued levels of HUD funding,
and take actions to obtain 25% increase
in HCVs
Annual City offers referrals to the County Section 8 Program but does not track referrals. Currenlty the LACDA administers housing assistance vouchers to 117 residents in San Dimas.

Program 15. Housing
Choice Vouchers
Augment advertising by posting a web
link to the LA County portal of
affordable housing, preparing a housing Annual
resource brochure advertising the
program, and publicizing at City Hall
and City website
Program 15. Housing
Choice Vouchers Information and link posted on our City Website under Housing Resources received educational flyer from LACDA for distribution to landlords, HOA's.

Distribute a flier educating apartment
properties, landlords, HOAs, and condo
associations about source of income
protection in north and south San
Dimas
Annual
Program 15. Housing
Choice Vouchers
Continue to retain affordability of the
Program 16. Mobile Home Charter Oaks Mobile Home Park and Space rent assistance participants is 44 (23.9% of total occupancy). 30 residents are 30% or below AMI, 12 residents are at 31-50% AMIl and 2 resident at 51-80% AMI. The Housing Division continues to promote this program Ongoing
Preservation regulate space rental credits.

Renew the Mobile Home Accord to
Renew Every Five Years
Annual as needed
Program 16. Mobile Home provide stability in space rents for the Preservation five mobile home parks. Next renewal date July 1, 2026 Continue to make periodic capital
Program 16. Mobile Home improvements to the Charter Oaks MHP Preservation with housing authority funds Continuous
Initiate discussions with property
Program 17. Preservation owners of at-risk properties. If the of Assisted Housing property remains at risk, the City will:

As projects become or
approach at-risk status Avalon Bay Apartments has 26 units with affordable covenants in place until 2045.

As projects become or
approach at-risk status
Program 17. Preservation 1) Coordinate with property owners to of Assisted Housing ensure proper noticing per state law; Ongoing Ongoing
Ongoing
As projects become or
approach at-risk status
Program 17. Preservation 2) Reach out to qualified entities for of Assisted Housing preservation options;
As projects become or
approach at-risk status
Program 17. Preservation 3) Coordinate technical assistance with of Assisted Housing property owners; and
As projects become or
approach at-risk status Program 17. Preservation 4) Work with tenants or contract of Assisted Housing specialists to provide tenant education Ongoing

Page 54 ends

City Staff completd feasibiity analysis in association with the San Gabriel Valley COG to explore the creation of an Inclusionary Ordinance. It was determined that creation and implementation of an Inclusionary Housing Ordinance was not financially feasible for higher density/multi-family rental developments at this time and may undermine the City's housing production goals. Therefore, no Evaluate feasibility of a 15 to 20%
inclusionary requirement (incl. ELI and
Program 18. Inclusionary VLI units, for rental and ownership 2024
2024
2024
Housing units. inclusionary ordinance will be pursued at this time.

City Staff completd feasibiity analysis in association with the San Gabriel Valley COG to explore the creation of an Inclusionary Ordinance. It was determined that creation and implementation of an Inclusionary Housing Ordinance was not financially feasible for higher density/multi-family rental developments at this time and may undermine the City's housing production goals. Therefore, no inclusionary ordinance will be pursued at this time.

Develop options for an in-lieu fee and
expenditure policy that includes
Program 18. Inclusionary extremely low and very low income Housing units.

City Staff completd feasibiity analysis in association with the San Gabriel Valley COG to explore the creation of an Inclusionary Ordinance. It was determined that creation and implementation of an Inclusionary Housing Ordinance was not financially feasible for higher density/multi-family rental developments at this time and may undermine the City's housing production goals. Therefore, no inclusionary ordinance will be pursued at this time.

If inclusionary requirements are
feasible, draft an ordinance for
Program 18. Inclusionary consideration and adoption by City Housing Council
Continue working with LAHSA. Building relationship with non profits like Tzu Chi and St. Vincent DePaul. The City is working collaboratively with Pomona Valley Habitat for Humanity for the construction and sale of a Single Family Affordable Home to a low inome household.

Work with housing partners and, as
Program 19. Collaborative needed, expand partners to augment Annual
2023
Partnerships administrative + financial resources.

Evaluate feasibility of joining the San
Program 19. Collaborative Gabriel Valley Regional Housing Trust Completed - Initial discussions with the SGV Regional Housing Trust determined that becoming a member would not be financially practical for the Partnerships and, if beneficial, pursue membership. City of San Dimas at this time.

Implement the County of Los Angeles
rental voucher program to improve
housing security for extremely low
income households
Annual
Program 20. Extremely
Low Income Housing Continue to refer residents to the County Section 8 Program Implement housing preservation (MHP
Accord and rehabilitation assistance)
programs to improve housing security
Evaluate and draft inclusionary program
to encourage affordable housing;
funds in 24/25 for 30% below AMI homeless or at risk of being homeless individuals. Currenlty assisting 32 with rental assistance and assisted 5 homeless San Dimas residents find permanent housing
Annual; and every five
Program 20. Extremely years
Low Income Housing
City Staff completd feasibiity analysis in association with the San Gabriel Valley COG to explore the creation of an Inclusionary Ordinance. It was determined that creation and implementation of an Inclusionary Housing Ordinance was not financially feasible for higher density/multi-family rental developments at this time and may undermine the City's housing production goals. Therefore, no inclusionary ordinance will be pursued at this time.
prioritize program and in-lieu fees to
encourage development of ELI and VLI 2024
units; offer regulatory concessions to
affordable projects that provide ELI and
VLI units
Program 20. Extremely
Low Income Housing

Page 55 ends

At least annually and ongoing basis,
proactively contact affordable housing
developers to identify and pursue
opportunities and assist in
development, including zoning for a
variety of housing types, priority
processing, incentives and funding
(prioritizing or supporting).

As project proposed
Program 20. Extremely
Low Income Housing Ongoing.

Continue to actively pursue a range of
housing options to address the diverse
needs of senior citizens. Continue to
offer housing security programs (rehab Annual
grants, MHP preservation, etc.)
Continue to provide senior center and
associated health, education, transit,
and other support services.

Program 21. Senior
Housing Assisting 32 seniors with Rental Assistance for 16months Amend municipal code to amend
definitions to allow supportive housing 2023
and low barrier navigation centers byright in all zones where multifamily and mixed uses are permitted.

Program 22. Homeless
Plan Completed in 2024, Approved by City Council per Ordiance 1309 The City, in partnership with LACOG implemented a homeless outreach program administered by the Los Angeles Center for Drug and Alcohol (LACADA). The City of San Dimas is being serviced with the Regional Outreach Team in a Retain LACDA for street outreach, Cohort with 2 other cities. In addition to the COG outreach program, the City is housing navigation, mental health
support, case manage-ment,
homelessness prevention, and support
to connect clients to health services
and housing.

Ongoing weekly outreach on its second year of a five-year contract with L.A. CADA to provide homeless service to the community on Mondays, Wednesday, and Fridays. In October 2023 the City hired a Housing Services Coordinator. She is working with the LA CADA team, code enforcement, the CAT team, and outside agencies to provide housing solutions to the unhoused and senior population Program 22. Homeless
Plan
Support a variety of housing types to
help address the diverse needs of
persons living with disabilities,
Work with regional service providers to
publicize information on available
resources for housing and services
Amend zoning and permit procedures to
allow group homes for 7 or more
persons in all residential zones with
objectivity to promote approval
certainty.

Ongoing
Program 23. Housing for
Disabled People no updates to report
2023
Program 23. Housing for
Disabled People Completed in 2024, Approved by City Council per Ordiance 1309

Page 56 ends

Define + allow employee housing
serving six or fewer residents in all
Program 24. Housing for a zones allowing single-family homes 2023
2023
Varirty of Types (HSC 17021.5) Completed in 2024, Approved by City Council per Ordiance 1309 Completed in 2024, Approved by City Council per Ordiance 1309 Define and allow low-barrier navigation
Program 24. Housing for a centers and supportive housing as a by Varirty of Types right use (GC §65662 and §65650
Amend zoning and permit procedures to
allow group homes for 7 or more
persons in all residential zones with 2023
Program 24. Housing for a objectivity to promote approval Varirty of Types certainty. Completed in 2024, Approved by City Council per Ordiance 1309 Completed in 2024, Approved by City Council per Ordiance 1309 Program 24. Housing for a Define and allow SRO units with a Varirty of Types conditional use permit in the MF zones 2023
Program 24. Housing for a Amend emergency shelter parking 2023 Varirty of Types standards in accordance with AB 139 Completed in 2024, Approved by City Council per Ordiance 1309 See applicable program status
Implement actions in Table HE-3.10 that See time-frames for each address the following contributing
Program 25. Fair Housing factors to fair housing. Issues include:
program
See time-frames for each
program
Displacement due to housing insecurity
Program 25. Fair Housing (Programs #2, #15, #16, #17)
Barriers to multiple-family housing
Program 25. Fair Housing (Programs #6–#12)
Barriers to special needs housing
See applicable program status
See applicable program status
See applicable program status
See time-frames for each
program
See time-frames for each
Program 25. Fair Housing (Programs #22 and #24) program Work with HRC agency to provide
workshops and trainings on fair
housing laws, tenants’ rights, and Publicize annually
2023
Program 25. Fair Housing responsibilities
Develop educational materials
Ongoing
(webpage) on who affordable housing
serves and survey residents on Completed - Educational materials were added to the City website, and a survey Program 25. Fair Housing preferred outreach was posted on the City website asking for the resident's preferred outreach.

Refer discrimination complaints and
landlord tenant issues to the local fair When complaints received housing provider and publish materials
Program 25. Fair Housing on the website regarding fair housing Materials published on City website

Page 57 ends

Program 26. Greater
Downtown Place-based
Program
Identify areas needing assistance in the
downtown via windshield and mail
survey.
2023
Completed in 2023 and is ongoing
To the extent allowed, prioritize rehab
grants and loans to the greater
downtown and areas of need identified
by the survey
Program 26. Greater
Downtown Place-based
Program
Ongoing
As required, and if applications are received.

Life Pacific University continues to assist the City’s senior population on LPU Community Day with site improvements.

Continue to provide residents with information on H4H A Brush With Kindness Program for minor home repairs
Program 26. Greater
Downtown Place-based
Program
Coordinate with Habitat for Humanity,
Life Pacific, and other to address minor
housing repairs and site improvements
Ongoing
2025
Complete improvements to the
downtown including Gold Line station,
parking, and roads (Gladstone, Bonita,
and Arrow).

Program 26. Greater
Downtown Place-based
Program Pending completion by 2025
Program 26. Greater
Downtown Place-based
Program
Program 26. Greater
Downtown Place-based
Program
Update Bike Master Plan to complement
the DTSP and Gold Line transit; and the
ESGV Sustainable Multimodal Project
2023
2028
Request for proposal will be posted in April 2024, Project awarded May and dec. 2024 draft completed, reviiew and approval by City Coucnil in spring 2025 Improve local parks (Pioneer and
Marchant) and the Senior Center Pending completion by 2025 Aggressively market ADUs to HOA and
apartments in north/south San Dimas,
offer financial and regulatory incentives,
and achieve 66% distribution of ADUs in
both planning areas (see Program #6)
Aggressively market HCVs to HOAs for
condos and apartments in north and
south Dimas and implement other
actions in Program #15 to increase HCV
usage by 25%.
2024; monitor annually
Program 27. Affordable
Housing in High
Opportunity Areas See applicable program status
See applicable program status
Program 27. Affordable
Housing in High
Opportunity Areas
2024
2024
Develop urban lot split and small home
development ordinance consistent with
SB 9/AB 803 and educational fact sheet
to expand starter home supply in High
Resource Opportunity and single-family
zones
Multiple hearings were held with the Planning Commission and City Council. As a result, two ordinances were drafted (Urban Lot Splits & Two-Unit Projects) however, City Council decided to not approve an ordiance and just follow State law.

Program 27. Affordable
Housing in High
Opportunity Areas

Page 58 ends

PO Box 2411, Tustin, CA 92781
T: 657-622-4200 | F: 866-254-4423 | www.carlwarren.com
CA License #2607296
March 11, 2025
TO: City of San Dimas
ATTENTION: Brad McKinney
RE: Claim : Gott vs. San Dimas
Claimant : Connor Gott, a minor
Member : City of San Dimas
Date Rec’d by Mbr : 9/25/24
Date of Event : 3/29/24
CW File Number : CJP-3053625 SDV
Please allow this correspondence to acknowledge receipt of the captioned claim. Please take the following action:
• CLAIM REJECTION: Send a standard rejection letter to the claimant.

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

Very Truly Yours,
CARL WARREN & CO.

Timothy M. Varon
Timothy M. Varon
Claims Supervisor

Page 59 ends

r.ry 7I
SAN
131MAS

CLAIM AGAINST THE CITY OF SAN DIMAS
For damages to Persons or Personal Property]
SEP 2 5 2024

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

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

1., Name of Claimant Connor Gott
a. Address of Claimant
b. Telephone Number ( c. Date of Birth
No. Pending e. Driver' s License pending Name, telephone and post office address to which claimant desires notices tobe sent If ogler than above:

DTLA Law Group; 612 S Broadway,
from which the claim arises; a. Date 03/
29/ 2024 b. Time 10: 00 a.m. p. m. c. Place ( exact &
specific location) At or near 400 N walnut Ave, San Dimas, CA 91773 d, How and under what circumstances did damage orinjury occur? Specify the particular occurrence, event, actor omission you claim caused the injury or damage Use additional paper if necessary) Mr. Gott, a minor and student at Fred Ekstrand Elementary School, was bullied by an unidentified student. As hewas walking towards ateacher toreport the bullying, he tripped on carpeting and/ora similar object, causing him to fall and sustain injuries, e. What particular action by the City, or its employees, caused the alleged damage or injury? Bonita Unified School District failed to properly train employees and supervise staff, failed toadequately monitor students, and failed to provide asafe and secure environment for students.

Page 60 ends

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

Injuries include but are not limited to: right arm, mental and emotional distress.

S. Give the name( s) ofthe City employee( s) causing the damage or injury:

Unknown

6. Name and address of any other person injured:

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

8. Damages claims:
a. Amount claimed as of this date: $ Pending
b. Estimated amount of future costs: $ 100, 000, 000
c. Total amount claimed: $ 100, 000, 000
d. Basis for computation of amounts claimed ( attach copies of all bills, invoices, estimates, etc.) Bodily injury and pain and suffering.

9. Names and addresses of all witnesses, hospitals, doctors, etc. a Pending

10. Any additional information that might be helpful in considering this claim:

WARNING: IT IS A CRIMINAL OFFENSE TO FILE A FALSE CLAIM! ( Penal Code 72; Insurance Code § 556. 1)
I have read the matters and statements made in the above claim and I know the same to be true of my own knowledge, except as to those matters stated upon information or belief as to such matters I believe the same to be true. I certify under penalty of perjury that the foregoing is TRUE AND CORRECT.

Signed this day of , 2024 at Los Angeles
Caleb shine
HOBO Connoronnor Gott
egal Asst. @ DTLA Law
Claimant' s signature

Page 61 ends

PO Box 2411, Tustin, CA 92781
T: 657-622-4200 | F: 866-254-4423 | www.carlwarren.com
CA License #2607296
March 20, 2025
TO: City of San Dimas
ATTENTION: Brad McKinney
RE: Claim : Li vs. San Dimas
Claimant : Guozhou Li
Member : City of San Dimas
Date Rec’d by Mbr : 2/19/25
Date of Event : 2/17/25
CW File Number : CJP-3053695 WRV
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.

Very Truly Yours,
CARL WARREN & CO.

Timothy M. Varon
Timothy M. Varon
Claims Supervisor

Page 62 ends

ebruary 19, 2025

Page 63 ends

Page 64 ends

Page 65 ends

Page 66 ends

Teals, Inc Invoice Invoice date Invoice numbr
1932 E Garvey Ave S 19- Feb- 2025 300050012385382
West Covina,CA,US 91791 SERVICE DEPARTMENT HOURS
Mon -Fri By appointment Only Due Date
Ph.: 909- 569-0408
Saturday -Sunday By appointment Only 19- Feb- 2025
DateTrme Received DateMme Promised
18- Feb- 2025 19: 15: 15 18- Feb- 2025 19: 30: 41
Paid odometer In Odometer Our
4076 Miles Miles
Ready Date
18- Feb- 2025 19: 15: 29
Service Advisor
Sam Balonkita
Bill To bile Phone Additional Phone Vehicle Mentification Number Patrick Li ;
2025 MODEL3 Pearl White Multi -Coat
Job Number Description Ol Work Amount ( USD)
Concern: Customer states they have a flat fire
Repair Notes: Technician inspected fire to find what caused the fire to go flat by adding air to the tires and sprayed itwith soap and water and found the fire had non -repairable damage on the sidewall. Technician replaced fire per customer approval, mounted and balanced, set fire pressure to specifications, torqued wheels to specifications, issue is no longer present II
Correction: Mobile Tire Service Performed - Roadside
Pay Type: Goodwill -Internal
r rr
2 Concern: Customer states they have a flat fire 370. 00 Repair Notes: Technician inspected fire to find what caused the fire to go flat by adding air to the fires and sprayed it with soap and water and found the fire had non -repairable damage on the sidewall. Technician replaced fire per customer approval, mounted and balanced, set fire pressure to specifications, torqued wheels to specifications, issue is no longer present Correction: Tire - Rear - RH( Remove Labor Hours Price Adjustment Subtotal Replace)

0.36 35. 00 0.00 35. 00
Parts Replaced or Added
Part

GOODYEAREAGLE
SPORT - 235/40R19( 1344248-
00- A)

TIRE DISPOSAL
FEE( 1025331- 00-A)
Quantity UM Price Price Adjustment Subtotal

1.00 275. 00 275. 00 0.00 275. 00

1.00 5.00
Correction: Tire Protection Plan Labor Hours

0. 00
Parts Replaced or Added
Part Quantity Unit Price
1 Year Coverage on 1. 00 55. 00
Individual Tire Model 3V
19"IModel V 20'
2008748- 00-A)
Total Parts Amount 335. 00
Total Labor Amount 35. 00
Labor Hours 0. 36
Service Center hourly rate: USD 255

5.00 0.00 5.00
Parts Subtotal 280.00
Price Adjustment Subtotal

0.00 0.00 0. 0C
Price Adjustment Subtotal

55. 00 0.00 55. 00
Parts Subtotal 55.00
Pay Type: Customer Pay
All pans are new unless otherwise specified.

Total Pate ( USD) 335.00
Total Lahor ( USD) 35. 00
Accepted Payment Methods: Major Credit Cards (Visa, Mastercard, AMEX, etc.), Discount 0.00 Debit Card, Cashier' s Check
Subtotal( USD) 370.00
You agree that are entitled to a price estimate for the repairs you have authorized. Tax 2819 The repair price may be less than the estimate but shall not exceed ( 1) any price limited estimate or (2) any parts and labor estimate by more than 10%. Addifional repairs may Total Amount (USD) 398.19
not he performed withoutyour consent. This estimated price for authorized repairs will he Amount Due From honored if your vehicle is delivered to Tesla' s facility within the time periodagreed to by Customer ( USD) 000
you and Tesla. You may waive your rightto a written estimate and require that you be Paid by Customer notified if the price exceeds an amountyou have specified. Tesla is not responsible for USD) 398. 19
any personal items left in your vehicle; Tesla and its employees may access and operate your vehicle including on streets, highways, or public roadways for the sole purpose of testing and/or inspection of repairs; Tesla may update your vehicle' s software in the course of a repair or as part of the standard vehicle maintenance process per your owner' s manual and New Vehicle Limited Warranty, Testa and its employees may access, download and use the information stored on your vehicle' s data rem rder to service and diagnose issues with your vehicle, and Tesla may stare and aggregate such

Page 67 ends

PO Box 2411, Tustin, CA 92781
T: 657-622-4200 | F: 866-254-4423 | www.carlwarren.com
CA License #2607296
March 11, 2025
TO: City of San Dimas
ATTENTION: Brad McKinney
RE: Claim : Babakhanlou vs. San Dimas
Claimant : Madlina Babakhanlou
Member : City of San Dimas
Date Rec’d by Mbr : 2/4/25
Date of Event : 8/5/24
CW File Number : CJP-3053629 SCV
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.

Very Truly Yours,
CARL WARREN & CO.

Timothy M. Varon
Timothy M. Varon
Claims Supervisor

Page 68 ends

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

1. Name of CiaimantMadlina Babakhanlou
a. Address of Claimant23717
b. Telephone Number ( c. Date of
d. Social Security No. Pending e. Driver' s License Pending

2. Name, telephone and post office address to which claimant desires notices to be sent If other than above: DTLA Law Group;

3. Occurrence or event from which the claim arises:
a. Date08/ 05/ 2024 b. Time5_ 30 PM a. m./ p. m.
c. Place ( exact & specific location) At or near 111 Raging Waters Dr, San Dimas, CA 91773 d. How and under what circumstances did damage or injury occur? Specify the particular occurrence, event, act or omission you claim caused the injury or damage Use additional paper if necessary) As Ms. Babakhanlou was boarding a tram near 111 Raging Waters r, an unidentified woman began a violent altercation on the tram subsequently causing Ms. Babakhanlou to be pushed off of the tram, causing her to fall and sustain injuries.
e. What particular action by the City, or its employees, caused the alleged damage or injury? The Department of Parks and Recreation failed to properly train employees and supervise staff and failed to provide a safe and secure environment for patrons.

Page 69 ends

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

Injuries include but are not limited to: left elbow, ribs, back, neck, and right knee.

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

Unknown

6. Name and address of any other person injured:

Pending

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

8. Damages claims:
a. Amount claimed as of this date: $ Pending
b. Estimated amount of future costs: $ Pending
c. Total amount claimed: $ 100, 000, 000
d. Basis for computation of amounts claimed ( attach copies of all bills, invoices, estimates, etc.)

9. Names and addresses of all witnesses, hospitals, doctors, etc. a. Pending

10. Any additional information that might be helpful in considering this claim:

WARNING: IT IS A CRIMINAL OFFENSE TO FILE A FALSE CLAIM! ( Penal Code 72; Insurance Code § SS6. 1)
I have read the matters and statements made in the above claim and I know the same to be true of my own knowledge, except as to those matters stated upon information or belief as to such matters I believe the same to be true. I certify under penalty of perjury that the foregoing is TRUE AND CORRECT.

Signed this 4 day of February 2025. at Los Angeles
Zo"0440
Caleb Blumenshine OBO
Madlina Babakhanlou
Claimant' s signature

Page 70 ends

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of March 25, 2025
From: Brad McKinney, City Manager
Prepared by: Michael O'Brien, Director of Administrative Services Subject: Receive and File the February 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 February 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 February 28, 2025 maintained liquid cash in the amount of $17,955,167.11 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

Page 71 ends

Receive and File the February 2025 Investment Report Page 2 For the Meeting of March 25, 2025
and operating expenditures as well as large capital project expenses and unforeseen emergencies that may occur come up 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, 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 February 28, 2025 was $9.86. Until interest rates decline to the point that share price would increase to $9.99 or above, the City would be recognizing a loss on sale. However, the City could pull out funds at any time if liquidity needs arose.

Page 72 ends

Receive and File the February 2025 Investment Report Page 3 For the Meeting of March 25, 2025
Beginning in the month of February 2025, the City opened a liquid fund with CALTRUST which is not subject to market rate adjustments due to the type of investments utilized. The fund yielded

4.40% for the month of February, out yielding LAIF by .07%. 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 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; however, it is considered a best practice not to invest more than 5% in a single Government Sponsored Enterprises.

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. 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.

Page 73 ends

Receive and File the February 2025 Investment Report Page 4 For the Meeting of March 25, 2025

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

Page 74 ends

CITY OF SAN DIMAS

MONTHLY CASH BALANCE INVESTMENT REPORT
FEBRUARY 2025

ENDING BALANCE
$450,646.97
BMO HARRIS - MONEY MARKET ACCOUNT $1,668,729.09
$2,640.00
$10,095,167.26
$5,737,983.79
$14,293,339.95
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 AIG GLOBAL - 4.43 YEAR BOND 00138CBC1 4.90% 4.90% 12/3/2029 $350,000.00 $348,496.02 PROTECTIVE LIFE GLOBAL - 4.8 YEAR BOND 74368CCA0 4.77% 4.77% 12/9/2029 $350,000.00 $347,908.68 $2,500,089.80
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% 1/16/2030 $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

INVESTMENTS
TVI CORPORATE BONDS INVESTMENTS SUBTOTAL:

SUMMARY OF BANK BALANCES YIELD

0.75%

4.333%

BMO HARRIS - GENERAL ACCOUNT

SAN DIMAS PETTY CASH - IMPREST FUNDS

LOCAL AGENCY INVESTMENT FUND (LAIF) CA STATE TREASURER

3.91%
CALTRUST INVESTMENT PROGRAM-MEDIUM TERM 4.20%

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:

BMW US CAP LLC - 4.5 YEAR BOND

4.40%
INVESTMENTS HELD WITH GREAT PACIFIC SECURITIES:

ATTACHMENT 1

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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 4.50% 4.32% 8/1/2029 $275,000.00 $277,068.00 $277,068.00
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% 4.40% 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 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% 4.61% 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% 4.06% 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% 4.71% 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 2.14% 4.60% 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 3140NXC50 4.56% 4.76% 1/1/2030 $500,000.00 $496,562.50 FEDL NATL MTG ASSN - 5 YEAR CD 3140HW4G4 2.43% 4.75% 1/1/2030 $550,000.00 $493,281.25 $13,621,106.54
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 INVESTMENT HELD WITH STIFEL:

STIFEL COMMERCIAL & MUNICIPAL BONDS SUBTOTAL:

STIFEL GOVERNMENT SPONSORED ENTERPRISES (GSE) AGENCY BONDS INVESTMENTS SUBTOTAL:

TVI CD'S INVESTMENTS SUBTOTAL :

TVI MUNICIPAL BONDS SUBTOTAL :

TVI GOVERNMENT AGENCY BONDS SUBTOTAL :

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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 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 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 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/ Page 77 – 133 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 SMARTBANK - 5 YEAR CD 83172HHT0 4.60% 4.60% 2/8/2030 $249,000.00 $249,000.00 WEST GATE BANK LINCOLN -5 YEAR CD 95285QCE6 4.60% 4.60% 2/19/2030 $249,000.00 $249,000.00 $18,131,876.00
$45,811,309.42
$78,059,816.48
Amount % of Portfolio Amount % of Portfolio
$2,122,016.06 3% 40,741,008.06 $ 52%
$10,095,167.26 13% 17,331,885.06 $ 22%
$20,031,323.74 26% 19,986,923.36 $ 25%
$18,623,433.12 24% $ 100% 78,059,816.48
$7,329,000.30 9%
$19,858,876.00 25% 3.95%
$78,059,816.48 100% 1.55
Michael O'Brien Administrative Services Director/City Treasurer Prepared by: Jennifer Legaspi
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

LOCAL AGENCY INVESTMENT FUND (LAIF)

INVESTMENTS BY TYPE INVESTMENTS BY MATURITY

CHECKING & MONEY MARKET ACCOUNTS/CASH ON HAND
3 Yrs. to 5 Yrs.

Total
Maturity Range
1 Day to 1 Yr.
1 Yr. to 3 Yrs.

Type
TOTAL CD's/GSE BONDS/ CORPORATE BONDS/TREASURY BILLS

TOTAL OF ALL INVESTMENTS
STIFEL CD'S INVESTMENT SUBTOTAL:

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ATTACHMENT 2

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Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of March 25, 2025
From: Brad McKinney, City Manager
Prepared by: Peter Jacoy, Assistant Engineer
Subject: Approve Change Order No. 1 in the Amount of $77,207.05 for Reroofing of City Yard Buildings 3 & 6 (Construction Contract 2024-06)
____________________________________________________________________________

SUMMARY
Change Order No. 1 would add the repair of leaking roofs in building 3 and 6 to Construction Contract 2024-06 for the Refuse Building Roof Replacement. The original contract includes the replacement of existing structural trusses and re-roofing of the City Yard’s Refuse Building.

RECOMMENDATION
City Staff recommends that the City Council:

1. Approve Change Order No. 1 for Reroofing of Buildings 3 & 6 in the amount of $77,207.05 (Construction Contract 2024-06)
GOVERNMENT CODE §84308 APPLIES:
https://leginfo.legislature.ca.gov
Yes

FISCAL IMPACT
Change Order No. 1 will require a budget amendment of $77,207.05 to Construction Contract 2024-06 for the Refuse Building Roof Replacement.

Approved Project Budget

Page 80 ends

Approval of Change Order No. 1 for Construction Contract 2024-06Page 2 For the Meeting of March 25, 2025
The current budget for Construction Contract 2024-06, as approved by the City Council on November 14, 2024, is as follows:

Construction Proposal: $ 227,995.90
Engineering Services & Inspection: $ 26,404.92
Project Contingency (20%): $ 45,599.18
Total Approved Project Budget: $ 300,000.00
Proposed Change Order No. 1 Budget
The budget for Change Order No. 1 is outlined as follows:

Reroofing Building 6: $ 15,487.50
Reroofing Building 3: $ 48,851.71
Change Order Contingency (20%): $ 12,867.84
Total Change Order No. 1 Budget: $ 77,207.05
Revised Project Budget
Should City Council move forward approving Change Order No. 1 for the Construction Contract 2024-06 Refuse Building Roof Replacement Project, the total revised project budget will include the original contract construction costs, a 20% contingency, engineering services, and the Change Order No. 1 budget. The updated budget will be as follows:

Total Approved Project Budget (November 14, 2024): $ 300,000.00 Total Change Order No. 1 Budget: $ 77,207.05
Total Revised Project Budget: $ 377,207.05
The anticipated total construction revised project budget expenditure for CC2024-06 Refuse Building Roof Replacement Project is $377,207.05. The Revised Project Budget was allocated in the FY 2024-25 Budget from Infrastructure funds (Fund 12).

BACKGROUND
The City Council awarded the construction contract to WC Construction Services at its November 14, 2024, meeting. During recent rain events, leaks were discovered in Buildings 3 and 6 at the City Yard, posing risks of further water intrusion, structural damage, and operational disruptions.

Building 3

Page 81 ends

Approval of Change Order No. 1 for Construction Contract 2024-06Page 3 For the Meeting of March 25, 2025
Building 6

DISCUSSION/ANALYSIS
Since WC Construction is already performing roof repairs at the City Yard for the Refuse Building under Construction Contract 2024-06, the City requested a change order proposal from WC Construction to address the necessary repairs. Assigning this work to WC Construction will expedite the urgent roof restoration for Buildings 3 and 6, minimizing potential damage and ensuring continuity of operations.

ALTERNATIVES
The City Council may choose not to authorize Change Order No. 1 and not revise the construction budget for Construction Contract 2024-06, the Refuse Building Roof Replacement Project.

However, delaying the repairs increases the risk of further water intrusion in Buildings 3 and 6 at the City Yard, potentially leading to structural damage and operational disruptions.

ENVIRONMENTAL REVIEW
This item is Categorically Exempt under the California Code of Regulations, Title 14, Section 6, Chapter 3, Article 19, Section 15301 Existing Facilities Class 1 operations which consists of the operation, repair, maintenance or minor alteration of existing public or private facilities involving negligible or no expansion of existing or former use.

Page 82 ends

Approval of Change Order No. 1 for Construction Contract 2024-06Page 4 For the Meeting of March 25, 2025
Respectfully submitted,
Peter Jacoy
Assistant Engineer
Attachments:

1. WC Construction Services Building 6 Proposal

2. WC Construction Services Building 3 Proposal

3. City Council Staff Report – November 14, 2024

4. Levine Act Form

Page 83 ends

WC Construction Services • 909-992-6837 License No. 835696 Date Tuesday, March 11, 2025
BID PROPOSAL Rev 1
Project SAN DIMAS CITY YARD ROOF & FACISA BLD 6 Client San Dimas City Phone Labor Type Yes prevailing wage.

Address 301 South Walnut Ave. City San Dimas
Estimator AC Quoted by WC
Prices Valid Until Thursday, April 10, 2025
Spec Section Bid Item/Inclusions Amount
00000 Supplimental Cond.
01000 General Requirements
02000 Site Construction
03000 Concrete
04100 Masonry
04200 Metals
06100 Rough carpentry
07100 Insulation
07209 Roof & Accessories
10000 Specialties
Draw Description Amount

BASIC BID
TOTAL $ -
Exclusions and Clarifications Alternates or Unit Prices $ Amount Per sheet replacement 300

EXCLUDED RAINGUTTERS
Signature
x x
Print Name Date Print Name Date
$ -

PAYMENT SCHEDULE
Signature

EXCLUDES PERMITS
The parties hereby execute this contract as the terms above. As well as understand this is subject to a 10% interest fee if payment is not complete. As well as agree to the above payment terms. $ 15,487.50
$ -
0 $ 8,312.50
0 0

PORTABLE TOILETS, SITE SUPERVISION, PROJECT MANAGEMENT, INSURASNCE, GENERAL OVERHEAD 0 0
0 $ 2,362.50
$ -
$ -
$ -
$ -
$ -
$ -
Includes new fascia installation around the building, prime and paint included. One color to match existing as close as possible.

Full Removal and Shingle Replacement Building #6 387 SQ FT Removal and haul away 1 layer of shingls.

Remove and haul away old underlayment (felt paper)
Inspect Wood: Replace any Wood Rot only as needed this includes the roof sheeting and the rafter tails (at addtional cost)
Install Ice & Water shield
Install titanium synthetic 30 LB undlayment over entire roof 3/4 Plastic Cap Nails
Install Baked Powder Coated Drip Edge Flashing around parimeter of the building (white, brown, charcoal) Properly Clean, Reseal and Polyurathane Premier Caulking Install Starter Shingles around parimeter
Install Owens Corning Cool Roof Tru Def Roofing System (Wind Rated up to 120MPH) Daily and Final Clean up (Includes sweeping, leaf blowing, and rolling our large magnets around the property and alley for any nails and staples
$ 4,812.50
Building and Site work Total $ 15,487.50
2025.03.11 SAN DIMAS YARD BLD 6 ROOF www.TrustWC.com
ATTACHMENT 1

Page 84 ends

WC Construction Services • 909-992-6837 License No. 835696 Date Tuesday, March 11, 2025
BID PROPOSAL Rev 1
Project SAN DIMAS CITY YARD ROOF & FASCIA BLD 3 Client San Dimas City Phone Labor Type Yes prevailing wage.

BASIC BID
TOTAL $ -
Exclusions and Clarifications Alternates or Unit Prices $ Amount Per sheet replacement 300

EXCLUDED RAINGUTTERS
Signature
x x
Print Name Date Print Name Date
$ -

PAYMENT SCHEDULE
Signature

PORTABLE TOILETS, SITE SUPERVISION, PROJECT MANAGEMENT, INSURASNCE, GENERAL OVERHEAD 0 0
0 $ 7,451.96
$ -
$ -
$ -
$ -
$ -
$ -
Includes new fascia installation around the building, prime and paint included. One color to match existing as close as possible.

Full Removal and Shingle Replacement Building #3 1,737 SQ FT Removal and haul away 1 layer of shingles.

Remove and haul away old underlayment (felt paper)
Inspect Wood: Replace any Wood Rot only as needed (at addtional cost) Install Ice & Water shield
Install titanium synthetic 30 LB underlayment over entire roof 3/4 Plastic Cap Nails
Install Baked Powder Coated Drip Edge Flashing around parimeter of the building (white, brown, charcoal) Properly Clean, Reseal with Polyurethane Premier Caulking Install Starter Shingles around perimeter
Install Owens Corning Cool Roof Tru Def Roofing System (Wind Rated up to 120 MPH) Daily and Final Clean up (Includes sweeping, leaf blowing, and rolling our large magnets around the property and alley for any nails and staples
$ 9,943.50
Building and Site work Total $ 48,851.71
2025.03.11 SAN DIMAS YARD BLD 3 ROOF www.TrustWC.com
ATTACHMENT 2

Page 85 ends

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of November 12, 2024
From: Brad McKinney, City Manager
Prepared by: Peter Jacoy, Assistant Engineer
Subject: Award of Construction Contact 2024-06 Refuse Building Roof Replacement Project to WC Construction Services and Approve Overall Project Budget of $300,000.00 Including Construction, Engineering and Contingency. Approve the Plans and Specifications for the Project on File in the Public Works Department.
____________________________________________________________________________

SUMMARY
Construction Contract 2024-06 for the Refuse Building Roof Replacement includes both the replacement of existing structural trusses and reroofing. Located at the City Yard, this building roof, now approximately 40 years old, requires replacement due to structural deterioration.

The facility is used for the transfer and processing of trash and debris, and these operations must comply with NPDES (National Pollutant Discharge Elimination System) and AQMD (Air Quality Management District) regulations.

RECOMMENDATION
Staff recommends that City Council approve the following:

1. Award Construction Contract for Project 2024-06, Refuse Building Roof Replacement, to WC Construction Services with a negotiated bid price of $227,995.90.

2. Authorize the City Manager to execute the Construction Contract with WC Construction Services in a form approved by the City Attorney.

3. Authorize total project budget of $300,000.00: $227,995.90 for the construction contract, $45,599.18 (20%) for contingency, and $26,404.92 for construction and engineering services.

4. Approve Project Plans and specifications for Construction Contract 2024-06, on file in the Public Works Department.

ATTACHMENT 3

Page 86 ends

Consideration of Award 2024-06 Refuse Building Roof Replacement Project Page 2 For the Meeting of November 12, 2024

FISCAL IMPACT
Construction Contract 2024-06 Refuse Building Roof Replacement budget of $300,000 was allocated in the FY 2024-25 budget from Infrastructure funds (Fund 12).

Should Council move forward with Construction Contract 2024-06 Refuse Building Roof Replacement Project, the total project budget will include the contract construction costs, as well as 20% Contingency, and $26,404.92 for construction and engineering service. Incorporating WC Construction Services proposal, the project budget is as follows:

Construction Proposal $227,995.90
Engineering Services & Inspection $ 26,404.92
Project Contingency, (20%) $ 45,599.18
Total Project Budget: $300,000.00
The anticipated total construction project budget expenditure for CC2024-06 Refuse Building Roof Replacement Project is $300,000.00.

BACKGROUND
The roof of the refuse building at the City Yard is approximately 40 years old and requires replacement due to structural deterioration. The building is used for transfer and processing of trash and debris. These operations are required to be covered per National Pollutant Discharge Elimination System (NPDES) and Air Quality Management District (AQMD) regulations.

Construction Contract 2024-06 for the Refuse Roof Replacement Project includes the following tasks:
• Bracing the existing reinforced concrete walls of the building. • Removing and replacing the existing structural open-web roof trusses, plywood roof deck, and composition roofing.
• Disposing of collected debris at a legal disposal site. • Furnishing all labor, materials, tools, equipment, transportation, and all incidental work and services required to replace the roof.

Project CC2024-06 was formally publicly bid, with only one bidder responding. At the City Council meeting on August 13, 2024, the City Council declared the bid non-responsive because the contractor was not registered with the Department of Industrial Relations, as required by PCC 10164 and Labor Code Section 1771.1 of the Public Contract Code.

Since the City did not receive a responsive bid PCC 22088(c) allows staff to negotiate a contract with a qualified contractor.
“22038. (c) If no bids are received through the formal or informal procedure, the project may be performed by the employees of the public agency by force account or negotiated contract without further complying with this article.”

Page 87 ends

Consideration of Award 2024-06 Refuse Building Roof Replacement Project Page 3 For the Meeting of November 12, 2024

DISCUSSION/ANALYSIS
City staff requested informal bids from WC Construction Services, Eco Grizzly, and BEST Contracting Services. However, only WC Construction Services and Eco Grizzly submitted complete proposals.

The proposal results are as follows:

Proposal Contractor Construction Bid
1 WC Construction Services $227,995.90
2 Eco Grizzly $320,400.00
Following the proposal results, staff reviewed the negotiated price submitted by the lowest responsible bidder, WC Construction Services. It was confirmed through the State Contractor's License Board that Contractor License #835696, Class B, is current and active, with an expiration date of June 30, 2025. Additionally, the contractor is registered with the Department of Industrial Relations, as required by law (Contractor’s Registration No. 1000060518). Staff also checked the references provided, and WC Construction Services has successfully completed multiple projects for various agencies. Furthermore, WC Construction Services have executed several structural and roofing projects within the City. Once the project bond has been submitted, City staff will verify that it has been issued by an admitted surety, as required by Public Contract Code 20170.

WC Construction Services is the contractor whose original bid was disqualified for not being registered with the Department of Industrial Relations. The negotiated bid amount is the same price as received when the project was publicly bid. WC Construction Services did obtain their Department of Industrial Relations prior to submitting the negotiated price.

ALTERNATIVES
The City Council may choose not to award or authorize the construction budget for Construction Contract 2024-06, the Refuse Building Roof Replacement Project. If funding allocated for this project is redirected, it could be used for other future repairs. However, due to the roof's deteriorating condition, it is critical that the replacement work be completed before the storm season. Failure to address the roof's issues could lead to the refuse building being red-tagged or closed due to structural concerns.

Page 88 ends

Consideration of Award 2024-06 Refuse Building Roof Replacement Project Page 4 For the Meeting of November 12, 2024
Respectfully submitted,
Peter Jacoy
Assistant Engineer
Attachments:

1. City Council Staff Report – August 13, 2024

Page 89 ends

ATTACHMENT 4

Page 90 ends

Page 91 ends

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of March 25, 2025
From: Brad McKinney, City Manager
Prepared by: Michael O'Brien, Director of Administrative Services Subject: Approve Supplemental Budget Appropriations for the Cable Operating Room Cooling System, Color Plotter, San Dimas Canyon Sidewalk Project, and Grant Funding for CDBG Housing Rehabilitation Program
____________________________________________________________________________

SUMMARY
Staff requests supplemental budget appropriations to account for expenditures that will be taking place in the current fiscal year.

RECOMMENDATION
Staff recommends the following:

1. Approve the supplemental appropriations as presented in Attachment 1.

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

FISCAL IMPACT
There will be no fiscal impact on the estimated ending year fund balance as a result of the proposed supplemental appropriations.

The proposed expenditure amendments are being offset by additional grant revenues or by shifting funds from accounts where planned purchases have been delayed or canceled.

The final amendment was projected to be completed in the prior year but was not completed until the current fiscal year. Funds should have been carried over in October 2024, but the line item was inadvertently omitted during the initial carryover process.

Page 92 ends

Request for Approval of Requested Supplemental Budget Appropriations Page 2 For the Meeting of March 25, 2025

DISCUSSION/ANALYSIS
The fund 40 increase in expenditures of $35,359 is being offset by additional grant funding of an equal amount. The budget appropriation is to account for the increases of both the revenues and expenditures.

Budgets are being reduced from accounts that had funding allocated for potential expansion of the City Security Camera system, additional or replacement telephone equipment and maintenance costs that will not take place in the current fiscal year in order to fund a cooling unit that was necessary to protect the cable operating room equipment that was purchased as part of the Council Chamber room upgrade. Additionally, the color plotter used to produce blueprints and technical drawings needs to be replaced.

Lastly, the San Dimas Canyon sidewalk replacement project, budgeted last fiscal year but completed this fiscal year, was inadvertently omitted from the carryover list approved in October 2024. This amendment is to correct the omission and carry forward the available budget from last fiscal year to cover the expenses charged in the current fiscal year.

ALTERNATIVES
Council may elect not to approve the amendments which would create expense overages in certain accounts that could be noted as purchases without budget authority on the annual financial report.

Respectfully submitted,
Michael O'Brien
Director of Administrative Services
Attachments:

1. Budget Amendment Form

Page 93 ends

Choose Type of Transfer/Supplemental Appropriation/Budget Modification Request:

X Type of Request Request Abbreviation Detail Enter Amount Fund Transfer
(BP-E.2) FT Appropriation transfer between funds.

Personnel to NonPersonnel
(BP-D.1.f.1)
PNP Appropriation transfer between personnel
and non-personnel categories.
x
Supplemental
Appropriation
(BP-E.2)
SA
An increase and/or decrease in an existing
appropriation(s) in the City Council
Adopted Budget or new appropriation(s).
$243,704
Department
Transfer
(BP-D.1.f.2)
DT Appropriation transfer between departments
Category Transfer
(BP-D.1.f.3.) CT Appropriation transfer between expenditure categories.

Capital Projects
Transfer - Same
Year (BP-D.2.a)
PT.a
Appropriation transfer between capital
projects (same year re-allocation of funding
between projects).

Capital Projects
Transfer - Different
Year (BP-D.2.b)
PT.b
Appropriation transfer between capital
projects (different year rescheduling
projects).

Approvals (see authorization column above) Before obtaining approvals, please route to the Finance Office for review and numbering.

X Date
x
x
x

ADMINISTRATIVE SERVICES DEPARTMENT USE ONLY
Type of Request
(see type above) Current Budget Increase to
available budget
Decrease
from
available
budget
New Budget Total
SA $72,289 $28,287 $0 $100,576
SA $18,072 $7,072 $0 $25,144
SA $170,361 $35,359 $0 $205,720
SA $12,344 $9,656 $0 $22,000
SA $23,900 $9,656 $14,244
SA $10,000 $16,000 $0 $26,000
SA $6,000 5,000 $1,000
SA $30,000 11,000 $19,000
SA $208,345 $208,345
$342,966 $304,719 $25,656 $622,029
Budget Transfer No.: 12 Date added to index: By: SV
Supplemental
Formal
Supplemental
Confirming
Budget
Modification
Date added to Caselle: ________________ By: _______________

CITY OF SAN DIMAS

BUDGET AMENDMENT
BA # __4.0001________________
Posted to G/L by: __________________
Date: __________________
070.4314.041.003 Computer Equipment Replacement
Amendments to recognize revenue and expenditure due to a grant allocation, reallocation of budget resources from recognized savings to cover cost of improvements to the Cable Channel equipment room and carryover of budget from prior year to current year for San Dimas Canyon Avenue Sidewalk repair capital project completed in the 2024-25 fiscal year.

Under $100,000: CM
Over $100,000: CM, CC
Account Description
(Category/Object Detail)
City Council Meeting Approval (City Clerk)
GL/Account #
(if capital, include
project #)
Request for Budget Transfer/Supplemental Appropriation/Budget Modification ATTACHMENTS REQUIRED: Attach any additional information such as a capital expense report, department expense report or other documentation to support your request.

Up to $100,000: CM
Over $100,000: CM, CC
Authorization Required
Over $0: ASD, CM, CC
INSTRUCTIONS: As indicated in Budget Policies D.1, D.2 and E.2., identify the appropriate type of transfer request, supplemental appropriation or budget modification. Provide information, an explanation or justification for the request.

Over $0: ASD, CM, CC
Over $0: ASD, CM, CC
Under $10,000: ASD
$10,000 to $50,000: ASD, CM
Over $50,000: ASD, CM, CC
Scheduled for Council Meeting (date):

Does this create a fund balance deficit? yes no
TOTALS:

Does fund revenue support expense yes no
Under $25,000: ASD $25,000
to $50,000: ASD, CM Over
$50,000: ASD, CM, CC
Signature
Authorized Initiator
Approval
Specific explanation and justification of this request:

Department Director
City Manager
040.359.047 CDBG Revenue
Admin. Services Director/Finance Director
012.4841.692.003 San Dimas Cyn/Allen Sidewalk
040.4112.820.821 Housing Rehabilitation
040.4112.819.000 Administration
070.4314.041.027 Telephone/Cell Phones/Equip
070.4314.041.012
001.4190.015.003
Equipment Replacement Council Chambers
Telephone Maintenance
070.4314.041.042 Citywide Camera Systems

Page 1 ends

Attachment 1

Page 94 ends

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of March 25, 2025
From: Brad McKinney, City Manager
Prepared by: Michael O'Brien, Director of Administrative Services Subject: Approve an Increase to the Capitalization Threshold for Fixed Assets from $5,000 to $10,000
____________________________________________________________________________

SUMMARY
The City of San Dimas maintains a Capitalization Policy that establishes the minimum threshold for capitalizing fixed assets. Currently, the threshold is set at $5,000. In alignment with the Federal Government's decision to increase its capitalization threshold to $10,000 effective October 1, 2024, staff recommends increasing the City’s capitalization threshold for fixed assets to $10,000. This adjustment will improve financial efficiency and align the City’s policies with federal standards.

RECOMMENDATION
Staff recommends that the City Council approve the following:
• Adopt Resolution 2025-15, Approving the increase of the capitalization threshold for fixed assets from $5,000 to $10,000.

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

FISCAL IMPACT
The proposed increase in the capitalization threshold will result in fewer assets being recorded as capital assets, thereby reducing administrative efforts related to asset tracking and depreciation calculations. This change is expected to improve efficiency in financial reporting without any adverse fiscal impact on the City’s budget.

Page 95 ends

Approve Increase to the Capitalization Threshold for Fixed Assets from $5,000 to $10,000 For the Meeting of March 25, 2025 Page 2

BACKGROUND
The City of San Dimas adheres to financial policies that ensure accurate and efficient asset management. The current capitalization threshold for fixed assets was previously established at $5,000. However, with evolving financial standards, the Federal Government increased its capitalization threshold to $10,000 effective October 1, 2024. Given the City’s commitment to sound financial management, updating the City’s threshold to align with federal standards is a prudent measure.

DISCUSSION/ANALYSIS
Increasing the capitalization threshold will allow the City to allocate financial and administrative resources more effectively by reducing the volume of lower-cost assets subject to capitalization and depreciation tracking. This policy adjustment will not affect the City’s ability to manage and maintain accountability for assets under $10,000 but will shift such assets to be recorded as operational expenses instead of capital assets. The Administrative Services Department has reviewed and supports this change, citing improved efficiency and consistency in financial reporting.

ALTERNATIVES
The City Council may elect to deny the Resolution and retain the capitalization threshold at $5,000.

Respectfully submitted,
Michael O'Brien
Director of Administrative Services
Attachments:

1. Resolution 2025-15

Page 96 ends

ATTACHMENT 1
RESOLUTION 2025-15

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN DIMAS, COUNTY OF LOS ANGELES, AMENDING THE CITY’S CAPITALIZATION THRESHOLD FOR FIXED ASSETS FROM $5,000 TO $10,000
WHEREAS, the City of San Dimas maintains a Capitalization Policy that establishes the threshold for capitalizing fixed assets; and
WHEREAS, the current capitalization threshold for fixed assets in the City of San Dimas is set at $5,000; and
WHEREAS, the Federal Government increased its capitalization threshold for fixed assets from $5,000 to $10,000 effective October 1, 2024; and
WHEREAS, aligning the City’s capitalization threshold with the Federal Government’s standard will enhance consistency, streamline financial reporting, and improve administrative efficiency; and
WHEREAS, increasing the capitalization threshold to $10,000 will ensure that the City of San Dimas focuses its financial reporting and asset management resources on more significant capital assets; and
WHEREAS, this change has been reviewed by the City’s Finance Department and is recommended for implementation to maintain compliance with updated governmental financial reporting standards;
NOW, THEREFORE, BE IT RESOLVED that the City Council of the City of San Dimas does hereby amend the City’s Capitalization Policy to increase the threshold for capitalizing fixed assets from $5,000 to $10,000, effective immediately.

PASSED, APPROVED AND ADOPTED this 25th day of March, 2025. ____________________________________
Emmett G. Badar, Mayor
ATTEST:
_______________________________
Debra Black, City Clerk

Page 97 ends

Resolution 2025-15 Page 2
Amending City’s Capitalization Threshold
March 25, 2025
I, Debra Black, City Clerk, hereby certify that Resolution 2025-15 was adopted by the City Council of San Dimas at its regular meeting of March 25, 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
______________________________
Debra Black, City Clerk

Page 98 ends

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of March 25, 2025
From: Brad McKinney, City Manager
Prepared by: Scott Wasserman, Director of Parks & Recreation Subject: Approve Resolution 2025-16, Naming the City's Skate Park After Former Los Angeles County Sheriff’s Deputy, David L. Campbell.
____________________________________________________________________________

SUMMARY
The City Council will consider naming the City’s skate park after former Los Angeles County Sheriff‘s Deputy, David L. Campbell.

RECOMMENDATION
City staff recommends the City Council:

1. Approve Resolution 2025-16 Naming the City’s skate park after Deputy Dave L.

Campbell.

2. Appropriate $1,000 for the purchase and installation of a dedication plaque.

GOVERNMENT CODE §84308 DOES NOT APPLY:
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 $1,000 for the purchase and installation of a dedication plaque.

BACKGROUND
Deputy David L. Campbell joined the Los Angeles County Sheriff’s Department on October 28, 1974. He retired as a full-time deputy in 2003, later returning as a reserve deputy before retiring from the San Dimas Station on May 21, 2018. A proud veteran who served honorably in the United

Page 99 ends

Consideration to Approve Resolution 2025-16 Naming the City's Skate Park after Former Deputy Dave L. Campbell Page 2
For the Meeting of March 25, 2025
States Marine Corps, Mr. Campbell was a deeply engaged community member, earning the nickname by some as “Mr. San Dimas” for his unwavering dedication to the city.

One of Mr. Campbell’s most significant contributions to San Dimas was his relentless push for the development of the city’s skate park. Prior to its construction in 1999, local skaters had no designated space to safely practice their sport. Recognizing this need while serving as a Sheriff’s Deputy, Mr. Campbell became the leading force behind the project, championing the idea and advocating tirelessly to make it a reality. His passion and persistence ensured that San Dimas youth would have a dedicated, safe venue to skate—leaving a lasting impact on the community.

DISCUSSION/ANALYSIS
This item was agendized for discussion at the request of City Council Member Vienna. The City of San Dimas currently does not have a facility naming policy in place. If the City Council wishes to proceed with naming the facility after Mr. Campbell, staff recommends appropriating $1,000 to install a dedication plaque at the skate park.

ALTERNATIVES
• Maintain the Current Status: The City Council could decide not to name the City’s skate park after former Los Angeles County Sheriff’s Deputy Dave L. Campbell. Under this alternative, the skate park would remain open for residents and would not be named after any individual.
• Dedicate the Skate Park to an Alternative Individual: The City Council could also decide to dedicate the facility to an individual other than Mr. Campbell. • Install a Dedication Plaque without Renaming: The City Council could decide to install a dedication plaque at the skate park without officially renaming the skate park. This option would require the appropriation of $1,000 for the purchase and installation of a dedication plaque.

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

1. Resolution 2025-16

Page 100 ends

ATTACHMENT 1
RESOLUTION 2025-16

A RESOLUTION OF THE COUNCIL OF THE CITY OF SAN DIMAS, COUNTY OF LOS ANGELES, NAMING THE CITY’S SKATE PARK AFTER FORMER LOS ANGELES COUNTY SHERIFF’S DEPUTY DAVE CAMPBELL AND APPROVING AN EXPENDITURE NOT TO EXCEED $1,000 FOR THE PURCHASE OF DEDICATION PLAQUE.

WHEREAS, the City of San Dimas operates a full service Parks and Recreation Department that offers various recreation programming and amenities for residents of all ages; and
WHEREAS, the City of San Dimas strives to provide a safe location for youth to skate; and
WHEREAS, the City of San Dimas constructed a skate park at Pioneer Park, in 1999; and
WHEREAS, Los Angeles County Sheriff’s Deputy Dave Campbell was a vocal advocate for the construction of the City of San Dimas’s skate park.

NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of San Dimas as follows:

SECTION 1. The City Council finds the recitals set forth above to be true and incorporates each and every one into the findings in support of this Resolution.

SECTION 2. The City Clerk shall attest and certify the adoption of this resolution.

PASSED, APPROVED AND ADOPTED this 25th day of March, 2025. __________________________
Emmett G. Badar, Mayor
ATTEST:
_____________________________
Debra Black, City Clerk
I, Debra Black, City Clerk, hereby certify that Resolution 2024-16 was approved by vote of the City Council of the City of San Dimas at its regular meeting of March 25, 2025 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
_____________________________
Debra Black, City Clerk

Page 101 ends

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of March 25, 2025
From: Brad McKinney, City Manager
Prepared by: Anissa Livas, Sr. Management Analyst
Subject: Introduce Ordinance 1317, Adding a New Chapter 8.15 to the San Dimas Municipal Code to Establish Standards for the Management and Retrieval of Shopping Carts in the City
____________________________________________________________________________

SUMMARY
The proposed ordinance establishes standards for shopping cart management and retrieval to reduce abandoned carts in public spaces. It requires businesses to implement measures to prevent cart removal and retrieve abandoned carts. Staff conducted outreach to affected businesses, provided information, and gathered feedback. The Sheriff’s Department reviewed the ordinance and provided input on enforcement. The ordinance includes options for identifying carts and enforcement mechanisms in alignment with state law.

RECOMMENDATION
Staff recommends that the City Council:
• Introduce Ordinance 1317 and read by title.

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

FISCAL IMPACT
There is no direct fiscal impact from this ordinance. Initially, the most significant impact will be related to staffing as the proposed ordinance touches almost every City department including Community Development who will review the Shopping Cart Retrieval Plans submitted by each business, Parks and Recreation who oversees Landscape Maintenance, including the collection and storage of the abandoned carts; and Code Compliance who interfaces with the public and businesses on many of the blight related issues. Although the ordinance will involve several departments, once implemented, the impact is expected to be minimal.

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BACKGROUND
The issue of abandoned shopping carts has been an ongoing concern for the City, creating hazards for pedestrians and vehicular traffic, cluttering public spaces, and contributing to urban blight. The City currently collects 12 to 24 abandoned carts per week, despite ongoing retrieval efforts. When left unattended, carts obstruct sidewalks, roadways, and parks, posing safety concerns for residents and visitors.

This item was previously presented to the City Council on October 22, 2024. At that time, the Council discussed the proposed ordinance but opted not to introduce it, citing concerns about business outreach, enforcement clarity, and the impact on retailers. Council directed staff to conduct additional outreach to affected businesses and seek input from the Sheriff’s Department regarding enforcement. There was also discussion about whether additional requirements, such as mandatory cart etching, should be included.

Since that meeting, staff has engaged in direct outreach efforts, including mailing notices to affected businesses and conducting in-person visits to discuss the ordinance. Staff also worked with the Sheriff’s Department to review the enforcement provisions of the ordinance. Based on these efforts, the item is being brought back to the City Council for reconsideration with updated information.

The City’s proposed ordinance seeks to address these concerns by requiring businesses with ten or more shopping carts to develop and implement a Shopping Cart Retrieval Plan (SCRP). The SCRP ensures businesses take proactive measures to prevent cart loss, retrieve abandoned carts, and maintain accountability. These plans allow for flexibility in compliance, enabling businesses to tailor their strategies to their specific operations.

DISCUSSION/ANALYSIS
State law (California Business and Professions Code Section 22435 et seq.) allows cities to regulate abandoned shopping carts but limits the ways enforcement can be carried out. While the removal of a shopping cart from a business premises is classified as a misdemeanor, prosecution is challenging because businesses often decline to press charges, and case law has made it difficult to enforce cart theft against homeless individuals.

To improve compliance and minimize abandoned carts, the proposed ordinance requires businesses to implement measures such as wheel-locking mechanisms, designated cart retrieval services, or security monitoring. These strategies have been effective in other jurisdictions in reducing the number of carts removed from business premises.

Staff conducted direct outreach to affected businesses by mailing notices and visiting businesses in person to discuss the ordinance with management and employees. This outreach allowed staff to answer questions, gather feedback, and ensure businesses understood the ordinance requirements.

The Sheriff’s Department reviewed the ordinance and raised questions regarding enforcement, specifically regarding the City’s discretion in prosecuting violations. The ordinance allows for enforcement through citations, administrative fines, or impoundment procedures, depending on the circumstances.

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There was also consideration of requiring businesses to etch unique identifiers onto their carts to facilitate retrieval. However, staff research found no cities that mandate cart etching, although there were ordinances in which etching is described as an optional practice. Businesses may voluntarily adopt cart etching as part of their retrieval strategy, but it is not included as a requirement in the drafted ordinance. However, the ordinance has been updated to include ”permanent etching“ as a potential option for cart identification.

Enforcement remains a challenge, as businesses can be reluctant to take legal action, and an individual having possession of an unmarked shopping cart can complicate prosecution efforts.

Other cities have encountered similar issues.

Staff recommends that the City continuously assess enforcement strategies and implement additional outreach efforts to encourage compliance. This includes ongoing public education on the ordinance, as well as regular reminders about key deadlines, such as shopping cart plan submissions and ordinance implementation milestones.

ALTERNATIVES

1. Maintain Current Approach: The City could choose to not adopt the proposed ordinance and continue to rely on existing state law (CA B&P Section 22435 et seq.) to manage abandoned shopping carts. While this approach would maintain the status quo, it may not fully address the increasing number of abandoned carts or provide the local control needed to reduce nuisance and public safety concerns.

2. Enhanced City Efforts Without Ordinance: The City could increase cart retrieval efforts by having staff conduct more frequent surveys of the City, alongside the existing My San Dimas app and reporting system. However, this approach would significantly increase the demand on staff time without addressing a key issue – shopping carts often lack proper identification, making it difficult to return them to the appropriate business.

3. Adopt a Modified Version: The City could consider modifications to the proposed ordinance based on City Council feedback.

4. Implement Educational Campaign: Instead of an ordinance, the city could initiate an education campaign targeting businesses and residents about responsible shopping cart use and retrieval.

This would necessitate the need for additional advertising and marketing which may increase general fund costs.

Respectfully submitted,

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Introduce Ordinance 1317, Adding a New Chapter 8.15 to the San Dimas Municipal Code to Establish Standards for the Management and Retrieval of Shopping Carts in the City Page 4 For the Meeting of March 25, 2025
Anissa Livas
Sr. Management Analyst
Attachments:

1. Ordinance 1317

2. Draft Shopping Cart Application

3. Frequently Asked Questions

4. Business Feedback on Proposed Shopping Cart Ordinance

5. Shopping Cart Ordinance Presentation

6. Public Hearing Notice

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ATTACHMENT 1
01171.0001/1062227.1
ORDINANCE 1317

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN DIMAS, COUNTY OF LOS ANGELES, CALIFORNIA, ADDING A NEW CHAPTER 8.15 TO THE SAN DIMAS MUNICIPAL

CODE TO ESTABLISH STANDARDS FOR THE MANAGEMENT AND RETRIEVAL OF

SHOPPING CARTS WITHIN THE CITY
WHEREAS, the City Council of the City of San Dimas recognizes the need to address issues related to abandoned shopping carts in our community; and WHEREAS, the presence of abandoned, stolen, wrecked and/or dismantled shopping carts on public and private property creates visual blight, is aesthetically detrimental to the community, is injurious to the general welfare of the citizens of San Dimas, and constitutes a public nuisance; and
WHEREAS, the City Council of the City of San Dimas further finds and declares that the City’s retrieval of abandoned, stolen, wrecked, and/or dismantled shopping carts is a drain on resources; and
WHEREAS, the California Business & Professions Code Sections 22435 et seq. set forth procedures for the retrieval and abatement of shopping carts, and cost recovery for such abatement; and
WHEREAS, the City Council and the City of San Dimas believes that it is in the public interest and welfare to add a new Chapter 8.15 of the San Dimas Municipal Code to establish standards for the management and retrieval of shopping carts within the City; and

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

A. The establishment of standards for the management and retrieval of shopping carts will not adversely affect adjoining property values or be detrimental to the area. The proposed ordinance will mitigate issues related to abandoned carts and enhance the overall appearance of commercial areas.

B. The proposed ordinance will further the public health, safety, and general welfare.

Implementing these standards will reduce the presence of abandoned carts in public spaces and promote a cleaner, safer environment for residents and visitors.

C. The City Council of the City of San Dimas hereby finds and determines that all the above recitals are true and correct and incorporates such recitals into the ordinance.

SECTION 1. ADOPTION. The City Council hereby adopts a new Chapter 8.15 to be added to the San Dimas Municipal Code, as set forth in Exhibit A, attached hereto and incorporated herein, to establish standards for the management and retrieval of shopping carts within the City.

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

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thereof, irrespective of the fact that any one or more section, subsection, subdivision, sentence, clause, phrase, or portion thereof be declared invalid or unconstitutional.

SECTION 3. 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 a 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 8th day of April, 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 1317 was introduced at a regular meeting of said City Council held on the 25th day of March, 2025, and thereafter passed, approved and adopted at a regular meeting of said City Council held on the 8th day of April, 2025.
___________________________
Debra Black, City Clerk

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Exhibit A
Chapter 8.15

ABANDONMENT OF SHOPPING CARTS
Sections:

8.15.010 Purpose

8.15.020 Applicability

8.15.030 Definitions

8.15.040 Declaration of Public Nuisance

8.15.050 Shopping Cart Identification Requirements

8.15.060 Unlawful Removal or Possession of Shopping Carts

8.15.070 Mandatory Shopping Cart Plan

8.15.080 Shopping Cart Plan Timeline and Approval Process

8.15.090 Plan Modification

8.15.100 Revocation of Plan

8.15.110 Penalties for Failing to Submit or Implement a Prevention Plan

8.15.120 Authority to Impound Abandoned Cart

8.15.130 Administrative Costs and Fines

8.15.140 Disposal of Abandoned Shopping Carts

8.15.150 Emergency Services

8.15.160 Enforcement

8.15.170 Records Required for Retrieval Services

8.15.180 Business License Required for Retrieval Services

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8.15.010 Purpose
Abandoned shopping carts constitute a nuisance, create potential hazards to the public health and safety and interfere with pedestrian and vehicular traffic within the City. Wrecked, dismantled and/or abandoned shopping carts on public or private property create conditions that reduce property values and promote blight and deterioration within the City’s neighborhoods.

The purpose of this Chapter is to ensure that measures are taken by cart owners to prevent the removal of shopping carts from store premises and parking lots and to facilitate the retrieval of abandoned carts as permitted by State law.

8.15.020 Applicability
This section applies to:
a) Any business within the City that provides or maintains 10 or more shopping carts for customer use on the premises of a business establishment at any one location; and
b) Any person in possession of an abandoned shopping cart off premises.

8.15.030 Definitions
The following definitions shall apply to this Chapter:

A. “Abandoned Shopping Cart” means any cart removed from a business establishment’s premises without the written permission of the owner and located on either public or private property. This does not apply to carts that are removed for purposes of repair or maintenance.

B. “Cart” means the same as shopping cart.

C. “City” means the City of San Dimas or its designated representatives.

D. “Identified Shopping Cart” means a shopping cart that has permanently affixed sign that identifies, in accordance to section 8.15.050, the owner of the cart or the retailer or both.

E. “Owner” means a person or establishment providing shopping carts for customers to use.

F. “Parking Area” means a parking lot or other property provided by a retail establishment for use by a customer for parking an automobile or other vehicle. In a multi-store complex or shopping center, "parking area" includes the entire parking area used by or controlled by the complex or center.

G. “Parkway” means that area between the sidewalks and the curb of any street, and where there is no sidewalk, that area between the edge of the roadway and the property line adjacent thereto. Parkway shall also include any area within a roadway which is not open to vehicular travel.

H. “Premises” means the entire area owned under the control of the business owner, including the parking area or other off-street parking.

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I. “Public Property” means and includes, but is not limited to, all areas dedicated to public use for public facilities, parks, schools, public streets, roadways, parkways, alleys, sidewalks, flood control channels and any public right-of-way.

J. “Retail Establishment” or “Business Establishment” means any trade establishment selling goods, articles, commodities, services, or any type of merchandise where shopping carts are made available for and used by patrons and/or the public.

K. “Shopping Cart” means a basket which is mounted on wheels or a similar device generally used in a retail establishment by a customer for transporting goods of any kind from the display area to the register, then to the customer’s vehicle on the premises; not for off-premises transportation of merchandise.

L. “Shopping Cart Plan” means a document submitted by the owner of the cart to the City pursuant to Section 8.15.070.

8.15.040 Declaration of Public Nuisance
The spread of abandoned shopping carts on public and private property causes blighted conditions in many areas of the City and results in the obstruction of public and private sidewalks, streets, parking lots, park spaces, and other areas, thereby creating hazards to the health and safety of the public. The City declares abandoned shopping carts to be a public nuisance.

8.15.050 Identified Shopping Cart Requirements
All shopping carts provided by a business are subject to the requirements of this Chapter and shall be properly identified by the owner thereof in accordance with Section 22435.1 of the California Business and Professions Code and include at minimum the following:
a) A permanently affixed sign or permanent etching that identifies the owner of the cart or the retailer, or both.
b) A valid address or telephone number that clearly identifies the cart owner for returning the cart removed to the owner or retailer.
c) Notice to the public that unauthorized removal of the shopping cart from the premises of the business establishment, or unauthorized possession of the shopping cart, is a violation of State laws and a violation of City ordinance. d) Provides notice to the public of the procedure to be utilized for authorized removal of the shopping cart from the premises.

8.15.060 Unlawful Removal or Possession of Carts
A. It is unlawful for any person other than a shopping cart owner or its authorized representative to do any of the following acts, if a shopping cart is an identified shopping cart:

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1) To remove or cause to be removed any shopping cart from a retail establishment or a parking area without the prior written consent of the owner. 2) To possess any shopping cart that has been removed from a parking area without the prior written consent of the shopping cart owner or retail establishment, with the intent to temporarily or permanently deprive the owner of possession of the cart. 3) To alter, convert, or tamper with any shopping cart, or remove any part or portion thereof, or remove, obliterate or alter any identification, including but not limited to any serial numbers, or to possess any cart that has been altered, converted, or tampered with or whose identification has been removed, obliterated, or altered, with the intent to temporarily or permanently deprive the owner or retailer of possession of the cart without the prior written consent of the cart owner. 4) To abandon or leave any cart, which has been removed from a business establishment or a parking facility, upon any public property or upon any private property that is not the premises of the retail establishment or the parking facility. 5) For purposes of all provisions in this Chapter, any person removing a cart from the retail establishment or parking area with consent of the cart owner shall carry a copy of such written consent on their person.

B. The possession of a shopping cart by a licensed shopping cart retrieval service, including a contractor or agent of the city, for purposes of retrieving a shopping cart shall not be a violation of this Section.

8.15.070 Mandatory Shopping Cart Plan
Every owner of a business subject to the requirements of this Chapter shall develop and implement a shopping cart plan in accordance with this Section and Section 8.15.080. Two or more businesses may collaborate and submit a single plan. The shopping cart plan shall be provided to the Director of Community Development upon request for review and approval and at a minimum include the following elements:

A. Shopping Cart Identification. Name, address, and telephone number of the business, and the name, email address, and telephone number of the on-site manager or designated agent.

B. Shopping Cart Inventory. The number of on-site shopping carts held by the business, and a signed affidavit stating all carts will be in compliance with the shopping cart identification requirements listed in Section 8.15.050.

C. Employee Training. A description of employee-training program to educate existing and new employees about the shopping cart plan.

D. Notice to Customers. A description of the notification method(s) used to communicate to the public that unauthorized removal of a cart from the business premise is a violation of state law and the San Dimas Municipal Code. The method(s) used may include, but are not limited to, prominently displayed signage posted at each customer exit, printed on store shopping bags, printed on sales receipt, or other method approved by the City.

E. Loss Prevention Measures. A description of the measures that the owner will implement to prevent the removal of shopping carts from the premises. These measures may include, but are

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not limited to, devices on shopping carts that automatically disable them if they are removed from the premises, designation of certain employees tasked to prevent the removal of shopping carts from the premises by assisting patrons with transporting groceries or merchandise to patrons’ vehicles and then returning shopping carts to the location where the retail establishment keeps the shopping carts, installation of obstacles to prevent the removal of shopping carts, prohibiting shopping carts outside the building of the business unless accompanied by an employee, and bollards around the premises to prevent cart removal, collection of security deposits for use of all shopping carts, or the rental or sale of utility carts that can be temporarily or permanently used to transport purchases.

F. Retrieval Measures. Specific measures for the retrieval of abandoned carts by its employees, or proof that the owner has entered into a contract for shopping cart retrieval services.

8.15.080 Shopping Cart Plan Timeline and Approval Process A proposed shopping cart plan shall be submitted to the City’s Community Development Department within ninety (90) days following the effective date of this Chapter. Any establishment that opens after the effective date of this Chapter will have thirty (30) days from the issuance of their City business license application to submit a shopping cart plan to the Community Development Department for approval.

If a proposed shopping cart plan is rejected as incomplete or inadequate, or if additional information is needed, the City will notify the owner within thirty (30) days from the date of the plan submission. The owner has thirty (30) days to submit the additional information or a complete or adequate plan. The Director of Community Development may reject or deny a plan on any of the following grounds:
a) The plan fails to include the information required under this Section or fails to adequately address the required elements.
b) The plan fails to address any special or unique conditions due to the geographical location of the premises as they relate to cart retention and prevention efforts. c) Implementation of the plan violates this Chapter, or State or Federal law. d) The owner knowingly makes a false statement or omits relevant facts in the plan, or in any amendment or attachment or report.

The Director of Community Development’s denial of a proposed shopping cart plan shall be final, unless appealed to the City Manager within fourteen (14) days. The City Manager shall review the director’s determination and render a written decision within thirty 30) days, which shall be the final administrative decision. Upon notice to the owner that the City has approved the prevention plan, the owner has thirty (30) days to implement the shopping cart plan at their establishment.

8.15.090 Plan Modification
Proposed amendments or modifications to a previously approved shopping cart plan shall be submitted to the City’s Community Development Department by the owner for approval prior to implementation of any proposes changes to a previously approved shopping cart plan. The City

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may require a business to submit a plan modification due to repeat impoundments or to modify ineffective provisions. The City shall review and consider the modification in the same manner set forth in Sections 8.115.070 and 8.15.080, and all modifications shall comply, at minimum, with the shopping cart plan requirements specified in Section 8-15-070.

8.15.100 Revocation of Plan
The Director of Community Development may revoke an approved shopping cart plan on any of the following grounds:
a) The plan fails to address any changed circumstances related to cart retention and prevention efforts.
b) The owner has failed to comply with a provision of this Chapter. c) The owner knowingly made a false statement or fails to disclose relevant information in an application, an amendment or in a report to the City.

The Director of Community Development’s revocation of a shopping cart plan shall be final, unless appealed to the City Manager within fourteen (14) days. The City Manager shall review the director’s determination and render a written decision within thirty (30) days, which shall be the final administrative decision.

Business owners whose plans have been revoked are subject to penalties as provided in Section 8.15.110.

8.15.110 Penalties for Failing to Submit or Implement a Prevention Plan In addition to the penalties set forth in this Chapter, any owner who fails to submit a shopping cart plan, implement the shopping cart plan or implement any required modifications to the shopping cart plan as required by the City, within the time frames as specified in this Chapter, may be subject to enforcement of these requirements as set forth in Section 8.15.160. Each day during which an owner does not have an approved shopping cart plan consistent with the requirements of this Chapter shall constitute a separate violation.

Additionally, any owner who fails to submit a shopping cart plan, implement the shopping cart plan or implement any modifications to the shopping cart plan as required by the City, within the time frames as specified in this Chapter, may be required by the City to place disabling devices on all shopping carts owned, leased or used by the business establishment to prevent removal of shopping carts. Installation of disabling devices shall take place within sixty (60) days of the date of service of a notice of violation from the City. Any owner who fails to install disabling devices as required by the City shall be subject to the enforcement procedures as specified in Section 8.15.160, including but not limited to criminal infraction or misdemeanor prosecution.

8.15.120 Authority to Impound Abandoned Cart
A. When a shopping cart is left standing for any time frame on any public or private property, the shopping cart shall be deemed to be abandoned and therefore a public nuisance pursuant to this Chapter.

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B. The City shall have the authority to immediately remove and impound any shopping cart on public or private property located outside the premises or parking area of a retail establishment and that is an identified shopping cart under the following conditions:
1) The cart owner, or its agent or manager, is provided actual notice within twentyfour (24) hours following the impound. Notification may be provided in person, by phone, or by email, and the City shall document the notification used for each impounded cart.
2) The notification shall inform the cart owner, or its agent or manager, as to the location where the cart may be claimed.
3) Impounded carts shall be held at a location designated by the City which is reasonably convenient to the cart owner and open for at least six (6) hours of each business day.
4) Any cart reclaimed by the cart owner within three (3) City business days following the date of actual notification as provided pursuant to this Section, shall be released and surrendered to the owner or its agent at no charge whatsoever, including the waiver of any redemption fees that would otherwise be applicable pursuant to Section 8.15.130. Any cart reclaimed by the owner or its agent within three (3) City business days following the date of actual notice as provided pursuant to this Section, shall not be deemed an "occurrence" under Section

8.15.130.
5) Any cart not reclaimed by the cart owner or its agent within three (3) City business days following the date of actual notice as provided pursuant to this Subsection B, shall be subject to the collection of costs under Section 8.15.130 commencing on the fourth business day following the date of notice.

C. As an alternative to the procedure described in Subsection B of this Section, the City may remove and impound any shopping cart on public or private property located outside the premises or parking area of a retail establishment and that is an identified shopping cart under the following conditions:
1) The shopping cart is not retrieved within 3 business days from the date the cart owner receives actual notification of the shopping cart’s discovery and location.

Notification to the cart owner, or its agent or manager, may be provided in person, by phone, or by email, and the City shall document the notification used for each impounded cart.
2) Impounded shopping carts shall be held at a location designated by the City which is reasonably convenient to the cart owner and open for at least 6 hours of each business day.
3) Any shopping cart impounded by the City pursuant to this Subsection C shall be subject to the collection of costs under Section 8.15.130.

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8.15.130 Administrative Costs and Fines
Pursuant to Business and Professions Code Section 22435.7, any owner that fails to retrieve its abandoned cart(s) within 3 business days after receiving notice from the City shall pay the City’s actual costs for retrieving the cart(s) and providing the notification to the owner. Additionally, where a shopping cart is impounded because its location impedes emergency services pursuant to Section 8.15.150, the owner shall pay the City’s actual costs for retrieving the cart(s) and providing the notification to the owner. The administrative costs shall be set forth in the City’s Master Fee Schedule.

Any owner who fails to retrieve abandoned carts in accordance with this Chapter in excess of three (3) times during a specified six-month period shall be subject to an additional fifty ($50.00) dollar fine for each occurrence. An occurrence includes all carts owned by the owner that are impounded by the City in a one-day period. The “specified six-month period” shall be the sixmonth periods ending on June 30th and December 31st of each calendar year.

8.15.140 Disposal of Abandoned Shopping Carts
Pursuant to State law, any shopping cart that is an identified shopping cart and that has been impounded by the City pursuant to Section 8.15.120 and not reclaimed from the City within thirty (30) days after notification to the owner may be sold or otherwise disposed of by the City or its agents as it sees fit.

If the shopping cart does not have a sign affixed to it in accordance with Section 8.15.050 and the owner cannot be reasonably ascertained, the shopping cart may be designated as “unidentified” and immediately impounded, sold, or disposed of by the City or its agents as it sees fit.

8.15.150 Emergency Services
Pursuant to Business and Professions Code Section 22435.7(c), any City officer, employee, or agent may immediately retrieve any shopping cart from public or private property if its location impedes emergency services.

8.15.160 Enforcement
Any person or business who violates the provisions of this Chapter is subject to any enforcement procedures permitted by law, including but not limited to: prosecution of a misdemeanor or an infraction, civil action for injunction, administrative enforcement procedures, including administrative citation, and revocation of a use permit if applicable.

8.15.170 Records Required for Retrieval Services
Any person or business who engages in the business of shopping cart retrieval shall retain records showing written authorization from the owners to retrieve abandoned shopping carts and to be in possession of the shopping carts retrieved. A copy of the records showing written authorization shall be maintained in each vehicle used for abandoned shopping cart retrieval.

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8.15.180 Business License Required for Retrieval Services Any person or business intending to operate a shopping cart retrieval service for the purposes described in this Chapter shall first obtain a business license from the City.

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* Required
* This form will record your name, please fill your name.

Shopping Cart Plan

1. Business Name, DBA *

2. Business Address *
San Dimas, CA

3. City, State *
91773

4. Zip Code *

5. Corp Name, if applicable

6. Corp Address

7. City, State
Shopping Cart Plan Application
DRAFT ATTACHMENT 2

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8. Zip Code

9. How many carts are provided? *
DRAFT

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Public Notice & Cart Identification
Every business providing shopping carts shall have a sign permanently affixed to each cart that includes all of the fol‐ lowing information:

A valid address, store identity number, telephone number, or some other form of markings that clearly identi‐ fies the cart owner
Notice to the public that the unauthorized removal of the shopping cart from the premises of the business es‐ tablishment, or the unauthorized possession of the shopping cart, is a violation of State laws and violation of City ordinance.

Carts have wheel locks or other disabling device
Carts are not allowed outside the building
Security personnel is used to monitor parking lot
Employees assist customers to vehicle and return cart to store Other
Loss Prevention Measures - Please identify all measures used at this location to aid in the prevention of carts being removed from the premises. *

10. Discussed at regular staff meetings
Discussed at employee orientation
Information included in employee handbook
Other
Employee Training
Please provide the methods used to train employees on measures used to aid in retaining carts on-premise. *

11. Yes
No
Mandatory Retrieval
Carts found off-premise may be impounded by the City. The owner of a properly identified cart will be notified of how to reclaim the cart. A storage fee will be collected for each cart not picked-up within 3 days following notification.

Retrieval Services
Does the business use a cart retrieval service? *

12. DRAFT

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13. If yes, provide name of service provider

14. Contact Name *

15. Contact Phone *

16. Contact E-mail
Please select 6 options.

To the best of my knowledge, the above information is true and accurate This plan shall be implemented within 30 days following approval and will remain in effect until modified I certify that all carts provided are properly marked and identified as required The City has the authority to impound carts in accordance with Section 8.15 of the SDMC The City has the authority to require the plan be revised due to repeat impoundments Businesses with excessive impoundments can be required to install wheel locking devices.

17. Acknowledgement - I acknowledge the following: *
Shopping Cart Plan
https://forms.office.com/Pages/DesignPageV2.aspx?linkorigin=OfficeTemplate&subpage=design&linkreferrer=Others&tryoutsession=f8d73abf-21ce-4e… 4/4 DRAFT

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The following information/questions are intended to assist in the preparation of the Shopping Cart Plan application:

1. How does a business file its Shopping Cart Plan?
Businesses must complete the online application form available on the City’s website (www.sandimasca.gov/shoppingcartplan)
Each cart should have a permanently affixed sign indicating the following:
o The valid address, telephone number, or some other form of markings that clearly identifies the cart owner and contact information for the responsible party.
o Notice to the public that the unauthorized removal of the shopping cart from the premises of the business establishment, or the unauthorized possession of the shopping cart, is a violation of state and local laws.

2. What information must a business provide to demonstrate efforts are made to retain the carts on the businesses’ property?
As part of the Shopping Cart Plan submission, businesses will provide information on the methods used to keep carts on their premise. A variety of methods may be used including disabling devices (the preferred method), employees dedicated for cart retrieval, parking lot security or other loss prevention measures as described by the business.

3. What if the business uses a cart retrieval service?
o If a business utilizes a cart retrieval service (preferred method), the contact information for the service will need to be provided on the Shopping Cart Plan. o If a business does not use a cart retrieval service, information on who to contact when carts are found abandoned will need to be provided on the Shopping Cart Plan.

4. What other information is needed to complete the Shopping Cart Plan? As part of the Shopping Cart Plan submission, businesses will provide information on the training/communication methods used to inform employees on the measures used in retaining carts on premise. Measures may include discussion at staff meetings, inclusion of training as part of employee orientation and/or is part of the employee handbook, or a combination of training methods.

ATTACHMENT 3

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ATTACHMENT 4
Business Feedback on Proposed Shopping Cart Ordinance
Introduction
This document summarizes feedback received from businesses regarding the proposed Shopping Cart Ordinance which aims to establish standards for shopping cart management and retrieval. As part of the outreach process, staff distributed mailers and conducted in-person visits with affected businesses to inform them of the ordinance and gather input.

Outreach Methodology
• Mailers Sent: 18 mailers were sent out to outlining the proposed ordinance, including a timeline of public hearings, contact information from staff for feedback and questions, and a link to additional information on the City website. • In-Person Visits: Staff conducted site visits to 18 businesses, speaking with managers or staff to address questions and collect feedback.
• Follow-Ups: Additional follow-ups were conducted with businesses that requested further clarification.

Summary of Business Feedback

1. General Support
• Most businesses expressed general support for the ordinance, citing concerns over abandoned carts impacting public spaces.
• Businesses acknowledged that structured retrieval plans could improve efficiency and reduce cart loss.
• Almost all business expressed support for Ordinance language to cite individuals who are in possession of an identified shopping cart.

2. Concerns Raised
• Implementation Challenges: Some businesses expressed concerns about retrieving carts from the City yard, citing a lack of resources to transport them back to their locations.

Staff clarified that, as a common practice, the City's contractor, Urban Graffiti, typically returns identified carts to businesses on the same day. However, while this practice is followed consistently, it is not guaranteed. The ordinance maintains language requiring businesses to retrieve their carts within a reasonable timeframe. • Enforcement Issues: Businesses raised concerns about the consistency of enforcement and whether penalties would be directed at businesses or individuals. Staff clarified that the ordinance is intended as a partnership rather than a punitive measure. The City will not conduct on-site inspections for compliance but will instead require businesses to submit a Shopping Cart Retrieval Plan (SCRP), allowing them to self-attest to their compliance.

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• Additionally, businesses inquired about how the City would cite individuals who take shopping carts. Enforcement depends on various factors, including the frequency of violations and whether personal belongings are stored in the carts. To prosecute, the City must prove intent to steal and have sufficient evidence, which can be challenging.

However, the ordinance provides additional tools for enforcement, allowing for greater control over cart retrieval and management.

3. Suggestions & Requests
• Alternative Solutions: Several businesses suggested ensuring that Urban Graffiti can return carts on behalf of the business to help comply.
• Flexibility in Compliance: Businesses requested the ability to tailor cart management strategies to their operational needs.

Next Steps
Staff will continue to refine the ordinance based on Council direction and consider potential amendments to address business concerns. Additionally, businesses will be encouraged to provide ongoing feedback during the implementation phase.

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CITY OF SAN DIMAS
City Council Meeting
March 25, 2025
Shopping Cart Management & Retrieval Ordinance

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CITY OF SAN DIMAS
• Purpose of Ordinance
• Outreach & Feedback
• Current Retrievals
• Shopping Cart Retrieval Plan
• Alternatives
• Conclusion
• Recommendation
Tonight’s Presentation
Proposed Shopping Cart Ordinance

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CITY OF SAN DIMAS
• Address community concern about abandoned shopping carts. • Minimize impacts on public works and facilities staff who assist in retrieval, disposal, and cart return.
• Enhance local control over shopping cart management and enforcement clarity.
• Reduce city costs while involving businesses in the solution. • Implement a structured plan with compliance flexibility.

Purpose of Ordinance

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CITY OF SAN DIMAS
• Outreach Conducted: Mailers sent, posted in newspaper, inperson visits made, and feedback gathered. • Sheriff’s Review: Provided input on enforcement.
• Business Feedback: Concerns over retrieval logistics and enforcement.
• General Support: Businesses understand the need and support the City's efforts.

Outreach & Feedback

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CITY OF SAN DIMAS
• City collects 12 to 24 carts per week, despite ongoing retrieval efforts
• Ordinance establishes a structured approach to minimize abandoned carts.

Current Retrievals

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CITY OF SAN DIMAS
• Sheriff’s Department reviewed ordinance and raised
enforcement questions.
• Prosecution requires proving intent, which can be challenging. • Businesses raised concerns about penalties and enforcement consistency.
• The ordinance provides more enforcement flexibility for the City.

Enforcement Considerations

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CITY OF SAN DIMAS
• Businesses with more then 10 carts must submit a SCRP. • Plans must identify prevention strategies, retrieval processes, and employee training.
• Carts must be marked with identification.
• No fee for submitting or modifying the SCRP.
• Have 90 days to submit SCRP upon effective date of ordinance. üEstimated 18 retailers provide 10+ shopping carts.

Shopping Cart Retrieval Plan (SCRP)

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CITY OF SAN DIMAS
• Maintain current approach relying on state law.
– Staff may educate new businesses on shopping cart state law upon registering with the City.
• Increase city cart retrieval efforts.
• Adopt a modified version of the ordinance.

Alternatives to Consider

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CITY OF SAN DIMAS
• Ordinance balances enforcement flexibility with business accountability.
• Proactively addresses abandoned carts while considering enforcement challenges.
• Provides long-term solution with minimal fiscal impact. • Introduce Ordinance 1317 for first reading and waive full reading.

Conclusion & Recommendation

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ATTACHMENT 6

CITY OF SAN DIMAS

CITY COUNCIL

NOTICE OF PUBLIC HEARINGS
SUBJECT:

LOCATION:

REQUEST:

PUBLIC

HEARING
LOCATION:

HEARING DATES:

AND TIME:

Proposed Shopping Cart Ordinance
City of San Dimas
The City Council will consider a proposed ordinance to address abandoned and unattended shopping carts, aiming to reduce nuisances and improve community cleanliness. The ordinance would establish requirements for businesses and enforcement measures to ensure carts are properly managed. Public input will be heard before deliberation.

Council Chambers
San Dimas City Hall
245 E. Bonita Avenue
San Dimas, California 91773
Tuesday, March 25, 2025 and Tuesday, April 8, 2025 at 7:00 p.m.

If you would like more information prior to the public hearing, please contact the City Clerk at [email protected] and ask for information as listed above.

If you are unable or do not wish to attend the Public Hearing, you may submit written comments in support of or opposition to the proposal to the City Clerk at City Hall, 245 East Bonita Avenue, San Dimas, CA 91773, or via email at [email protected].

If you challenge the action on this project in court, you may be limited to raising only those issues you or someone else raised at the public hearing described in this notice, or in written correspondence delivered to the City Clerk prior to this public hearing.

Debra Black
City Clerk

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San Dimas City CouncilMarch 25, 2025

San Dimas City Council
March 25, 2025