Agenda packet, first session — San Dimas City Council, June 9, 2026 (part 1 of 3)

CITY COUNCIL SUCCESSOR AGENCY AND
HOUSING AUTHORITY MEETING AGENDA
TUESDAY JUNE 9, 2026 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 Weber, Councilmember Rachel Bratakos, Councilmember Eric Nakano, Councilmember Ryan A. Vienna
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. Adopt Resolution 202635, A Resolution of the City Council of the City of San Dimas, Approving Certain Demands for the PrePaid Warrant Register of May 31, 2026, in the amount of $1,699,340.99 and Warrant Register of June 15, 2026, in the amount of $324,578.68.

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CC1. Adopt Resolution 202635, A Resolution of the City Council of the City of San Dimas, Approving Certain Demands for the PrePaid Warrant Register of May 31, 2026, in the amount of $1,699,340.99 and Warrant Register of June 15, 2026, in the amount of $324,578.68.

CC2. Approve Minutes of May 26, 2026 City Council Meeting CC3. Deny Claim Cooper et al v. City of San Dimas CJP 3056760 JMV CC4. Approve Second Amendment to the Agreement with Aleshire & Wynder, LLP for City Attorney Legal Services
CC5. Approve a RightofWay Use Agreement with Arcadian Infracom 2, LLC. for Fiber Optic Installation in the City's Public RightofWay
CC6. Approve the Reissue of the Request for Proposals for the Property Management of Charter Oak Mobile Home Estates, 801 W. Covina Blvd. and Monte Vista Place Senior Apartments, 105 N. Monte Vista Ave. to Solicit more Bids
CC7. Approve Resolution 202637 Adopting Updated Citywide Pay Schedules for All City Officers and Employees and Replacing and Superseding All Prior Resolutions Pertaining Thereto CC8. Approve a 2year Contract Extension with Nieves Landscape, Inc. for Contract Landscape Maintenance Services
CC9. Approve Resolution 202638 Authorizing Submission and Adoption of a Fiscal Year 202627 List of Projects Funded by Senate Bill 1, Road Maintenance and Rehabilitation Act of 2017 CC10. Authorization to Destroy Records Pursuant to the City's Retention Schedule END OF CONSENT CALENDAR
RECOMMENDATION: Approve consent calendar with recommendations as presented in staff reports.

OTHER BUSINESS
OB1. Approve Resolution 202636 to Adopt the Proposed Fiscal Year 202627 Operating and Capital Improvement Program Budget.

RECOMMENDATION:

Staff recommends the City Council:

Approve Resolution 2026 36 to Adopt the Fiscal Year 202627 Operating and Capital Improvement Program Budget for a total expenditure budget of $58,421,797 across all funds.

PUBLIC HEARING ITEMS
PH1. Adopt Resolution 202639 Setting the Citywide Landscape Parcel Tax for Fiscal Year 2026 2027
RECOMMENDATION:

City staff recommends that the City Council:

1. Conduct a public hearing recommending the Citywide Parcel Tax be imposed per parcel in the City of San Dimas for Fiscal Year 20262027.

2. Adopt Resolution 202639, Option 1 – With Increase
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN DIMAS,

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PH1. Adopt Resolution 202639 Setting the Citywide Landscape Parcel Tax for Fiscal Year 2026 2027
RECOMMENDATION:

City staff recommends that the City Council:

1. Conduct a public hearing recommending the Citywide Parcel Tax be imposed per parcel in the City of San Dimas for Fiscal Year 20262027.

2. Adopt Resolution 202639, Option 1 – With Increase
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN DIMAS, COUNTY OF LOS ANGELES, STATE OF CALIFORNIA, SETTING THE SPECIAL CITYWIDE PARCEL TAX FOR FISCAL YEAR 20262027 TO BE USED FOR LANDSCAPE MAINTENANCE PURPOSES
PH2. Introduce Ordinance 1337, Municipal Code Text Amendment 2502, Amending the San Dimas Municipal Code, Title 18, as Necessary to Provide Clarity on the Existing Provisions for Conditional Use Permits, Introduce Procedures for Minor Conditional Use Permits, Codify Minor Conditional Uses In Various Zones, Modify the Appeal Period, and Modify Definitions. This Project is Exempt from the California Environmental Quality Act under CEQA Guidelines Section 15061(b)(3)
RECOMMENDATION:

Staff and the Planning Commission recommend the City Council:

Adopt Ordinance 1337, approving Municipal Code Text Amendment 2502, as set forth in Attachment 1.

Find the project is exempt from the California Environmental Quality Act under CEQA Guidelines Section 15061(b)(3).

PH3. Introduce Ordinance 1338, Municipal Code Text Amendment 2506, Amending the San Dimas Municipal Code, Title 18 Zoning, to Eliminate Chapter 18.192 Unclassified Uses and to Codify Formerly Approved Unclassified Use Determinations within their Respective Zones. This Project is Exempt from the California Environmental Quality Act under CEQA Guidelines Section 15061(b)(3).

RECOMMENDATION:

Staff and the Planning Commission recommend that the City Council:

Ready by title and introduce Ordinance 1338 (Attachment 1); and Find that this Project is Exempt from the California Environmental Quality Act under CEQA Guidelines Section 15061(b)(3).

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

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Q()()
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

1. CITY OF SAN DIMAS AS SUCCESSOR AGENCY TO THE FORMER SAN DIMAS REDEVELOPMENT AGENCY
Property: 344 W. Bonita Avenue (APN: 8386021913)
Agency Negotiators: Brad McKinney, Executive Director; Travis Sais, Assistant City Executive Director; Jeff Malawy, Agency Attorney; Fred Galante, Agency Special Counsel; Luis Torrico, Agency Staff
Negotiating Parties: City of San Dimas as Successor Agency to the former San Dimas Redeveloment Agency; Pioneer Square, LLC
Under Negotiation: Price and Terms of Payment

2. CITY OF SAN DIMAS CITY COUNCIL CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION
Initiation of litigation pursuant to Government Code Section 54956.9(d)(4): 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 June 5, 2026, 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.,San Dimas Post Office 300 E. Bonita Ave., Von’s Via Verde Shopping Center 1160 Via Verde Ave., and on the City's website www.sandimasca.gov/agendasminutes/as required by law.

June 5, 2026
Debra Black
Debra Black, City Clerk

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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.

June 5, 2026
Debra Black
Debra Black, City Clerk

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RESOLUTION 2026-35

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN DIMAS, COUNTY OF LOS ANGELES, APPROVING CERTAIN DEMANDS FOR MAY 31 AND JUNE 15, 2026
WHEREAS, the following listed demands have been audited by the Director of Administrative Services; and
WHEREAS, the Director of Administrative 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 Pre-Paid Warrant Register of May 31, 2026, in the amount of $1,699,340.99 and Warrant Register of June 15, 2026, in the amount of $324,578.68.

PASSED, APPROVED AND ADOPTED this 9th day of June 2026. ____________________________________
Emmett G. Badar, Mayor
ATTEST:
_______________________________
Debra Black, City Clerk

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) §

CITY OF SAN DIMAS )
I, DEBRA BLACK, CITY CLERK of the City of San Dimas, California, do hereby certify that Resolution 2026-35 was duly adopted and passed at a regular meeting of the San Dimas City Council on the 9th, day of June 2026 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
_______________________________
Debra Black, City Clerk

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CITY COUNCIL MEETING

ACTION MINUTES
MAY 26, 2026, 7:00 PM

REGULAR MEETING
Roll Call:

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

Absent: Councilmember Eric Nakano (Excused)
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 Community Development Luis Torrico, Director of Parks and Recreation Scott Wasserman, City Attorney Jeff Malawy, City Clerk Debra Black, Housing Manager Lily Flores, Housing Coordinator Sandra Chacon
Call to Order: 7:02 PM
Mayor Badar left the dais at 8:08 pm and returned at 8:09 pm.

Mayor Badar left the dais at 9:21 pm and returned at 9:23 pm

PUBLIC HEARING ITEMS COMMENTS/RECOMMENDATIONS

1. Adopt Resolution 2026-32 Confirming the
Diagram and Assessment for Fiscal Year
2026-27 for Open Space Maintenance
District No. 1 (Tract No. 32818,
Boulevard).

City Attorney recommended the public
hearing items to be continued to June 23,
2026, to meet the noticing requirements.

MOTION: Motion/seconded by
Councilmember Vienna/ Mayor Pro Tem
Weber to continue the public hearings to
June 23, 2026. Motion carried 4-0.

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

Absent: Nakano
Abstain: None

2. Adopt Resolution 2026-32 Confirming the
Diagram and Assessment for Fiscal Year
2026-27 for Open Space Maintenance
District No. 1 (Tract No. 32818,
Boulevard).

The public hearing is continued to June 23,
2026.

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Approve Minutes of the May 26, 2026 City Council Meeting Page 2 For the Meeting of June 9, 2026

CONSENT ITEMS COMMENTS/RECOMMENDATIONS

1. Adopt Resolution 2026-28, A Resolution
of the City Council of the City of San
Dimas, Approving Certain Demands for
the Warrant Register of May 29, 2026, in
the amount of $335,438.97.

2. Approve Minutes of the May 12, 2026,
City Council Study Session Meeting and
Approve Minutes of the May 12, 2026,
City Council Meeting

3. Receive and File the April 2026
Investment Report

4. Approve Resolution 2026-29 to Repeal
and Replace Resolution 2025-24,
Amending the Appropriations Limit for
Fiscal Year 2025-26 and Resolution
2026-30, Establishing the Calculations
Factor and Appropriations Limit for Fiscal
Year 2026-27

5. Adopt Resolution 2026-31 Approving the
City's Investment Policy and Delegating
Authority to the City Treasurer to Invest
City Funds in Accordance with the City's
Investment Policy and with City Manager
or Designee, Approval for Fiscal Year
ending June 30, 2027

6. Award a Professional Service Agreement
for Housing Programs Consultant to MDG
Associates, Inc. in an Amount Not to
Exceed $107,000 and Authorize the City
Manager or his Designee to Execute the
Agreement in a Format Approved by the
City Attorney

7. Approve a One-Year Contract Extension
with Urban Graffiti for Graffiti Abatement
and Shopping Cart Retrieval Services for
an Amount Not to Exceed $103,000

8. Authorize the City Manager to Accept
Storm Drain Easements from the Brasada
Homeowners Association (Tracts 70583-
01, 70583-02, 70583-03) in Preparation
for Transfer to Los Angeles County and
Authorize the City Manager to Convey
Storm Drain Easements from the Brasada
Development to Los Angeles County

9. Reject all Bids for Construction Contract
2025-07 Horsethief Canyon Water Quality
Management Improvements

10. Reject All Bids Submitted for Construction
Contract 2026-05 Sealcoat of Various City
Streets and Parking Lots
Director O’Brien addressed corrections on
consent item 4 for Resolution 2026-30.

Recess: 9:43 pm
Reconvened: 9:54 pm
Councilmember Bratakos requested item 11
be pulled for discussion.

MOTION: Motion/seconded by
Councilmember Vienna/Councilmember
Bratakos to approve consent calendar.

Motion carried 4-0.

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

Absent: Nakano
Abstain: None

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Approve Minutes of the May 26, 2026 City Council Meeting Page 3 For the Meeting of June 9, 2026

11. Update on Pavement Conditions on
Valley Center Avenue from Gladstone
Street to Juanita Avenue.

OTHER BUSINESS ITEMS COMMENTS/RECOMMENDATIONS

1. Progress Report on the Project to Restore
a Historic Santa Fe Cantilever Railroad
Signal and Relocate it to the San Dimas
Railroad Museum in Rhoads Park;
Direction on Continuing to Pursue the
Project or Modifications to the Project
MOTION: Motion by Councilmember Vienna
to approve alternative option 1. The motion
failed with lack of a second.

MOTION: Motion/seconded by
Councilmember Bratakos/Mayor Pro Tem
Weber to approve alternative option 2 to not
move forward with the project. Motion carried
3-1 with Councilmember Vienna in
opposition.

Yes: Badar, Bratakos, Weber
No: Vienna

Absent: Nakano
Abstain: None

2. Approve Administrative Policies for City
Council Meetings Regarding Virtual Public
Participation, Teleconferencing and
Remote Councilmember Participation, and
Disruption of Telephonic or Internet
Service, To Implement the Requirements
of Senate Bill 707
MOTION: Motion/seconded by
Councilmember Vienna/ Mayor Pro Tem
Weber to approve administrative policies with
City Attorney’s typographical correction.

Motion carried 4-0.

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

Absent: Nakano
Abstain: None

CITY REPORTS COMMENTS/RECOMMENDATIONS
a. City Manager City Manager McKinney made the following announcements:
• Pavement rehabilitation will occur
June 2nd – June 9th, 2026, at Avenida
Loma Vista
• The Stanley Plummer Community
Building open for early voting daily
10am- 7pm and on Election Day June
2, 2026, 7am – 8pm.
b. City Attorney None.
c. Members of the City Council
Reports on Meetings Attended AB 1234
(G.C. §53232.3(d))
Mayor Pro Tem Weber, Councilmember
Vienna, Councilmember Bratakos and Mayor
Badar attended California Contract Cities
Conference.

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Approve Minutes of the May 26, 2026 City Council Meeting Page 4 For the Meeting of June 9, 2026

CITY COUNCIL REQUESTS FOR

FUTURE ITEMS

COMMENTS/RECOMMENDATIONS
Request by Councilmember Vienna
supported by Mayor Badar to agendize a
Study Session discussion on camera
relocation at Freedom Park and report on the
condition of the park in coordination with the
HEROES Foundation.

Request by Councilmember Vienna
supported by Councilmember Bratakos to
agendize a Council Meeting to discuss
technology solutions to help address
enforcement of homelessness. Specific
products to look at: Night Scope K5, Flock
Mobile Security Tower or other technologies.

MOTION: Motion/seconded by
Councilmember Vienna/ Mayor Pro Tem
Weber to excuse Councilmember Nakano
absence. Motion carried 4-0.

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

Absent: Nakano
Abstain: None
Request by Councilmember Vienna
supported by Mayor Badar to agendize a
future meeting to discuss the City’s options in
mitigating public nuisance issues on private
property arising from homelessness.

The meeting was adjourned at 11:03 pm.

I, Debra Black, City Clerk attest that these draft minutes are accurate and reflective of the actions taken by the City Council.

The minutes represent actions taken during the meeting of the City Council. Complete Council Member discussion on Regular Session meeting items can be viewed in archived video recordings on the City’s YouTube Channel at https://www.youtube.com/@cityofsandimas6330.

Public submittals on items are retained in the administrative record and can be viewed in the City’s archived Records Center at sandimasca.gov/city_documents. ___________________________
Debra Black, MMC
City Clerk

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P.O. Box 4005 • Concord, CA 94524 • 866.482.3535 • athensadmin.com May 29, 2026
TO: City of San Dimas
ATTENTION: Brad McKinney
RE: Claim : Shannon Cooper et al vs. San Dimas
Claimants : Shannon Cooper, Joshua Cooper, Alexis
Cooper, Aliyah Clem, & Ashlyn Cooper, a
minor
Member : City of San Dimas
Date Rec’d by Mbr : 5/28/26
Date of Event : 1/10/26
CW File Number : CJP-3056760 JMV
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,
ATHENS PROGRAM INS. SERVS.

Timothy M. Varon
Timothy M. Varon
Claims Supervisor II

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MAY 2 8 2026
SAN
DIMAS CITY OF SAN DII, A1AS

ADMINISTRATION
1960.

City Clerk Stamp

CLAIM AGAINST THE CITY OF SAN DIMAS
For damages to Persons or Personal Property)
Received by i --Vn via 0 US MAIL O Inter -Office Mail OOver 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 Claimant Shannon Cooper
a. Address of Claimant
b. Telephone Number ( c. Date of Birth
d. Social Security No. e, Driver' s License N/ A

2. Name, telephone and post office address to which claimant desires notices to be sent If other than above: Hanning & Sacchetto,

3. Occurrence or event from which the claim arises:
a. Date 1/ 10/ 2026 b. Time Evening. a. m./ p. m.
c. Place ( exact & specific location) Near the intersection of Baseline Road and San Dimas Avenue in the city of San Dimas California. 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) Herbert Hancock was struck and killed by a motor vehicle while riding a bicycle near the intersection of Baseline Rd. & San Dimas Ave. in San Dimas, CA. The collision was caused by a dangerous condition of public property, including but not limited to roadway design bicycle infrastructure, & speed regulation that created a foreseeable risk of harm to cyclists using the roadway. This claim is being brought by Mr. Hancock' s surviving family. e. What particular action by the City, or its employees, caused the alleged damage or injury? the responsible public entities negligently designed, maintained, controlled, approved, and/ or failed to correct a dangerous condition of public property, including but not limited to unsafe roadway design, bicycle infrastructure, and speed regulation along the subject roadway.

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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".

Herbert Hancock sustained fatal Injuries as a result of the subject collision.

Claimants allege wrongful death damages and all other damages according to proof.

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

Claimants are presently unaware of the identities of the responsible public employees and/ or agents. Investigation and discovery are ongoing.

6. Name and address of any other person injured:

Shannon Cooper, Alexis Cooper, Ashlyn Cooper, Joshua Cooper, and Aliyah Clem, surviving family members and heirs of Herbert Hancock.

All listed individuals are contemporaneously filing separate Government Claim forms arising from the same incident.

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

Pending Investigation.

8. Damages claims:
a. Amount claimed as of this date:
b. Estimated amount of future costs
Greater than $ 1 M
Greater than $ 1 M
c. Total amount claimed: $ Greater than $ 1M
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. discovery and investigation
discovery and investigation
C. Pending discovery and investigation
d. Pending discovery and investigation

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

Claimants' investigation remains ongoing. Claimants are informed and believe that the subject roadway / bicycle route constituted a dangerous condition of public property that created a foreseeable risk of harm to cyclists using the roadway. Claimants allege the responsible public entitles knew / should have known of the dangerous condition prior to the subject incident. Additional facts, witnesses, evidence, expert analysis, and damages information continue to be investigated and developed.

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 22 day of May 202L, at Whittier
Claimant' s signature

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MAY 2 8 2026

SAN CITY OF SAN DIMAS

DIMAS ADMINISTRATION
City Clerk Stamp

CLAIM AGAINST THE CITY OF SAN DIMAS
For damages to Persons or Personal Property)
Received by :N, 1 via 0, US MAIL O Inter -Office Mail OOver 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:
a
Name of Claimant Joshua Cooper
Address of Claimant
Telephone Number ( c. Date of Birth
Social Security No. e. Drivers License N/ A

2. Name, telephone and post office address to which claimant desires notices to be sent If other than above: Hanning & Sacchetto,

3. Occurrence or event from which the claim arises:

Date 1/ 10/ 2026 b. Time Evening. a. m./ p. m.

Place ( exact & specific location) Near the intersection of Baseline Road and San Dimas Avenue in the city of San Dimas California. 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) Herbert Hancock was struck and killed by a motor vehicle while riding a bicycle near the intersection of Baseline Rd. & San Dimas Ave. in San Dimas, CA. The collision was caused by a dangerous condition of public property, including but not limited to roadway design bicycle infrastructure, & speed regulation that created a foreseeable risk of harm to cyclists using the roadway. This claim is being brought by Mr. Hancock' s surviving family. e. What particular action by the City, or its employees, caused the alleged damage or injury? the responsible public entities negligently designed, maintained, control Ied, approved, and/ or failed to correct a dangerous condition of public property, including but not limited to unsafe roadway design, bicycle infrastructure, and speed regulation along the subject roadway.

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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".

Herbert Hancock sustained fatal injuries as a result of the subject colllslon.

Claimants allege wrongful death damages and all other damages according to proof.

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

Claimants are presently unaware of the identities of the responsible public employees and/ or agents. Investigation and discovery are ongoing.

6. Name and address of any other person injured:

Shannon Cooper, Alexis Cooper, Ashlyn Cooper, Joshua Cooper, and Aliyah Clem, surviving family members and heirs of Herbert Hancock.

All listed individuals are contemporaneously filing separate Government Claim forms arising from the same incident.

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

Pending Investigation.

8. Damages claims:
a. Amount claimed as of this date: $ Greater than $ 1M
b. Estimated amount of future costs: $ Greaterthan $ 1M c. Total amount claimed: S Greater than $ 1M
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 discovery and investigation
b. Pending discovery and investigation
e, Pending discovery and investigation
d. Pending discovery and investigation

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

Claimants' investigation remains ongoing. Claimants are informed and believe that the subject roadway / bicycle route constituted a dangerous condition of public property that created a foreseeable risk of harm to cyclists using the roadway. Claimants allege the responsible public entities knew / should have known of the dangerous condition prior to the subject Incident. Additional facts, witnesses, evidence, expert analysis, and damages information continue to be investigated and developed.

Signed this 22, day of May , 20_Z& at Whittier
Claimant' s signature

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l 1 M AY 2 8 2026
SAN
DIMAS 1------
CITY OF S/-, hd Dii\ IP.S

CLAIM AGAINST THE CITY OF SAN DIMAS
For damages to Persons or Personal Property)
Received by - via X
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 Claimant Alexis Cooper
a. Address of Claimant
b. Telephone Number ( c. Date of Birth
d. Social Security No. e. Driver' s License N/A

2. Name, telephone and post office address to which claimant desires notices to be sent If other than above: Hanning & Sacchetto, LLP

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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".

Herbert Hancock sustained fatal injuries as a result of the subject collision. _ Claimants allege wrongful death damages and all other damages according to proof.

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

Claimants are presently unaware of the identities of the responsible public employees and/ or agents. Investigation and discovery are ongoing.

6. Name and address of any other person injured:

Shannon Cooper, Alexis Cooper, Ashlyn Cooper, Joshua Cooper, and Aliyah Clem, surviving family members and heirs of Herbert Hancock.

All listed individuals are contemporaneously filing separate Government Claim forms arising from the same incident.

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

Pending Investigation.

8. Damages claims:
a. Amount claimed as of this date: $ Greater than $ 1M
b. Estimated amount of future costs: $ Greater than $ 1M c. Total amount claimed: $ Greater than $ 1M
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 discovery and
b. Pending discovery and investigation
C. Pending discovery and investigation
d. Pending discovery and investigation

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

Claimants' Investigation remains ongoing. Claimants are informed and believe that the subject roadway / bicycle route constituted a dangerous condition of public property that created a foreseeable risk of harm to cyclists using the roadway. Claimants allege the responsible public entities knew / should have known of the dangerous condition prior to the subject incident. Additional facts, witnesses, evidence, expert analysis, and damages information continue to be investigated and developed.

Signed this 22 day of May r 20 26 , at Whittier
Claimant' s signature

Page 43 ends

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DIMAS CITY OF SAN DID jAS

ADMINISTRATION
City Clerk Stamp

CLAIM AGAINST THE CITY OF SAN DIMAS
For damages to Persons or Personal Property)
Received by . via IJ, 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. a
b
d
Name of Claimant Ashlyn Cooper
Address of Claimant
Telephone Number ( c. Date of Birth
Social Security No. e. Driver' s License N/ A

2. Name, telephone and post office address to which claimant desires notices to be sent If other than above: Han ning & Sacchetto, LLP

3. Occurrence or event from which the claim arises:
a. Date 1/ 10/ 2026 b. Time Evening. a. m./ p. m.
c. Place ( exact & specific location) Near the intersection of Baseline Road and San Dimas Avenue in the city of San Dimas California. 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) Herbert Hancock was struck and killed by a motor vehicle while riding a bicycle near the intersection of Baseline Rd. & San Dimas Ave. in San Dimas, CA. The collision was caused by a dangerous condition of public property, including but not limited to roadway design bicycle infrastructure, & speed regulation that created a foreseeable risk of harm to cyclists using the roadway. This claim is being brought by Mr. Hancock' s surviving family. e. What particular action by the City, or its employees, caused the alleged damage or injury? the responsible public entities negligently designed, maintained, controlled, approved, and/ or failed to correct a dangerous condition of public property, including but not limited to unsafe roadway design, bicycle infrastructure, and speed regulation along the subject roadway.

Page 45 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".

Herbert Hancock sustained fatal injuries as a result of the subject collision.

Claimants allege wrongful death damages and all other damages according to proof.

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

Claimants are presently unaware of the identities of the responsible public employees and/ or agents. Investigation and discovery are ongoing.

6. Name and address of any other person injured:

Shannon Cooper, Alexis Cooper, Ashlyn Cooper, Joshua Cooper, and Aliyah Clem, surviving family members and heirs of Herbert Hancock.

All listed individuals are contemporaneously filing separate Government Claim forms arising from the same incident.

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

Pending Investigation.

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

Pending discovery and investigation
Pending discovery and investigation
C, Pending discovery and investigation
d, Pending discovery and investigation

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

Claimants' Investigation remains ongoing. Claimants are Informed and believe that the subject roadway / bicycle route constituted a dangerous condition of public property that created a foreseeable risk of harm to cyclists using the roadway. Claimants allege the responsible public entitles knew / should have known of the dangerous condition prior to the subject incident. Additional facts, witnesses, evidence, expert analysis, and damages information continue to be investigated and developed.

Signed this ® 22 day of May . 20, , at Whittier
Claimant' s signature

Page 46 ends

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City Clerk Stamp

CLAIM AGAINST THE CITY OF SAN DIMAS
For damages to Persons or Personal Property)
Received by via 0 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 Claimant Aliyah Clem
a. Address of Claimant
b. Telephone Number (
d. Social Security No.
c. Date of Birth
e. Driver' s License N/ A

2. Name, telephone and post office address to which claimant desires notices to be sent If other than above: Hanning & Sacchetto, LLP

3. Occurrence or event from which the claim arises:
a. Date 1/ 10/ 2026 b. Time Evening. a. m. p. m.
c. Place ( exact & specific location) Near the intersection of Baseline Road and San Dimas Avenue in the city of San Dimas California. 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 Else additional paper if necessary) Herbert Hancock was struck and killed by a motor vehicle while riding a bicycle near the intersection of Baseline Rd. & bicycle infrastructure, & San Dimas Ave. in San Dimas, CA. The collision was caused by a dangerous condition of public property, including but not limited to roadway design speed regulation that created a foreseeable risk of harm to cyclists using the roadway. This claim is being brought by Mr. Hancock's surviving family_ e. What particular action by the City, or its employees, caused the alleged damage or injury? the responsible public entities negligently designed, maintained, controlled, approved, and/ or failed to correct a dangerous condition of public property, including but not limited to unsafe roadway design, bicycle infrastructure; and speed regulation along the subject roadway.

Page 48 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".

Herbert Hancock sustained fatal injuries as a result ofthe subject collision.

Claimants allege wrongful death damages and all other damages according to proof.

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

Claimants are presently unaware of the Identities of the responsible public employees and/ or agents. Investigation and discovery are ongoing.

6. Name and address of any other person injured:

Shannon Cooper, Alexis Cooper, Ashlyn Cooper, Joshua Cooper, and Aliyah Clem, surviving family members and heirs of Herbert Hancock.

All listed individuals are contemporaneously filing separate Government Claim forms arising from the same incident.

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

Pending Investigation.

8. Damages claims:
a. Amount claimed as of this date:
b. Estimated amount offuture costs:
c. Total amount claimed:

Greater than $ 1M
S Greater than $ 1 M
S Greater than $ 1 M
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 discovery and investigation
b. Pending discovery and investigation
C. Pending discovery and investigation
and investigation

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

Claimants' investigation remains ongoing. Claimants are informed and believe that the subject roadway / bicycle route constituted a dangerous condition of public property that created a foreseeable risk of harm to cyclists using the roadway. Claimants allege the responsible public entities knew I should have known of the dangerous condition prior to the subject Incident. Additional facts, witnesses, evidence, expert analysis, and damages information continue to be investigated and developed.

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 22 day of May 20 26, at Whittier
il signa ture

Page 49 ends

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Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of June 9, 2026
From: Brad McKinney, City Manager
Prepared by: Travis Sais, Assistant City Manager
Subject: Approve the Second Amendment to the Agreement with Aleshire & Wynder, LLP for City Attorney Legal Services
____________________________________________________________________________

SUMMARY
The City Attorney’s Office is requesting that the City Council approve an amendment to the Agreement with Aleshire & Wynder, LLP for City Attorney Legal Services. If approved, the amendment would take effect on July 1, 2026, and would transition general services from hourly billing to a monthly flat-fee retainer of $20,000. The amendment also updates the hourly rate schedule for special services and litigation, and establishes an annual rate adjustment tied to the Consumer Price Index (CPI), capped at 4% beginning July 1, 2027, and each July 1 thereafter.

RECOMMENDATION
Staff recommends that the City Council:
• Approve the Second Amendment to the Agreement with Aleshire & Wynder, LLP GOVERNMENT CODE §84308 APPLIES:
https://leginfo.legislature.ca.gov
Yes

FISCAL IMPACT
The proposed amendment transitions the City to a $20,000 monthly flat fee for general legal services effective July 1, 2026. This creates a predictable annual expenditure of $240,000 covering routine municipal legal services and City Council meeting attendance. For litigation, special services, and specialized legal support, the fiscal impact will fluctuate based on the volume and complexity of active cases.

Page 51 ends

Approve Second Amendment to the Agreement with Aleshire & Wynder, LLP for City Attorney Legal Services Page 2
For the Meeting of June 9, 2026
The current and proposed new rates are as follows:

Service Category Current Rate (eff. 1/1/2024) Proposed (eff. 7/1/2026) General (1st 40 hrs.) $245
General (over 40 hrs.) $260
$20,000/ month flat fee for
unlimited service
Special Services/ Litigation $305
$345 Partners
$305 Associates
Code Enforcement $260
$305 Partners
$275 Associates
Developer Reimbursement $415 $495
Bonds / Public Financing $415 $495
Paralegals $168 $200
Law Clerks $150 $170
Document Clerks $74 $110
Rate Adjustment
Mechanism Subject to Council approval CPI with 4% cap
Special services include rent control, affordable housing, successor agency work, municipal finance matters other than bonds, environmental and toxics, water, labor & employment, energy, new franchises, utilities and telecommunications, solid waste, litigation other than code enforcement, mobile home matters, drafting and negotiating complex agreements, and similar matters. All other matters, including those not listed above, are considered general services.

Future budget cycles are proposed to include an annual adjustment tied to the Consumer Price Index (CPI), capped at 4% beginning July 1, 2027, and each July 1 thereafter. Staff has determined that the $350,000 allocated in the Fiscal Year 2026-27 City Attorney budget should be sufficient to cover these proposed cost adjustments.

BACKGROUND
Aleshire & Wynder, LLP has served as the City Attorney for San Dimas since 2014. The firm specializes in municipal law and currently serves nearly 30 cities. Over the past decade, the firm has developed institutional knowledge regarding San Dimas’s history, ordinances, and community needs.

City Attorney, Jeff Malawy of Aleshire & Wynder, LLP, advises the City Council and City staff, and manages legal matters for the City. Aleshire & Wynder, LLP provides San Dimas with comprehensive municipal law experience and expertise. The firm has expertise and experience with general, everyday legal services needed by local government which includes the following:

Brown Act requirements, Public Records Act, purchasing and contracting, ordinance preparation, new law updates, affordable housing and successor agency issues, property acquisition and sale, property management, complex development projects, ethics and conflicts, public works and construction contracting, CEQA and environmental regulations, planning and community development, code enforcement, taxes and assessments, public financing (bonds and community

Page 52 ends

Approve Second Amendment to the Agreement with Aleshire & Wynder, LLP for City Attorney Legal Services Page 3
For the Meeting of June 9, 2026
facility districts [CFD]), employment negotiations, storm water, and litigation involving land use and development, constitutional, and other legal matters.

DISCUSSION/ANALYSIS
The proposed rate adjustment is the first since January 2024. The firm cites escalating operational costs—including competitive salaries, rent, and health insurance—as the primary drivers for the request, noting that these increases are necessary to retain qualified attorneys.

The most significant changes to the contract include: (1) the introduction of a $20,000/month flat fee for unlimited general services; (2) updates to the hourly rate schedule for special services and litigation; and (3) an annual rate adjustment tied to the Consumer Price Index (CPI), capped at 4% beginning July 1, 2027, and each July 1 thereafter. Basic services covered under the retainer include attendance at regular and special City Council meetings, review of contracts and ordinances, day-to-day legal advice and consultation to staff and City Council on matters of general municipal law, Brown Act, and Public Records Act, conflict of interest and ethics opinions, and Public Works and Planning advice. The proposed retainer provides the City with budget certainty and unlimited access to these core legal services at a fixed monthly cost.

Aleshire & Wynder, LLP notes in its request that the proposed $20,000 monthly retainer is lower than the flat fees currently paid by several neighboring jurisdictions, as shown in the table below.

General Services Litigation and Special
Services
Automatic
Annual
Increases
San Dimas
(proposed) $20,000/month flat fee Partners: $345Associates: $305 CPI with 4% cap Claremont $22,893/month flat fee $306 all attorneys
($421 for complex matters) CPI with 3% cap
Glendora $21,049/month flat fee Partners: $328
Associates: $296
CPI or 3%,
whichever is
higher
Covina $260/hr for first 100 hours;
$280/hr thereafter
Partners: $320
Associates: $275 CPI with 5% cap
La Verne
$9,300/month flat fee, plus
$243/hr for Community
Development work
$263.50 CPI with 3% cap
Aleshire & Wynder, LLP further states in its request that this proposal is designed to provide cost predictability, acknowledge the fiscal realities that municipalities face, and maintain high quality of legal services and expertise for the City. According to Aleshire & Wynder, LLP, the proposed

Page 53 ends

Approve Second Amendment to the Agreement with Aleshire & Wynder, LLP for City Attorney Legal Services Page 4
For the Meeting of June 9, 2026
rates represent a meaningful discount from the firm’s new client rates for 2026, reflecting their appreciation for the longstanding relationship they have with San Dimas.

ALTERNATIVES

1. Deny the Request - The City is not contractually obligated to accept the proposed rate adjustments. However, given the competitiveness of the proposed rates, Aleshire & Wynder, LLP may determine that continuing to provide services at the current rate is no longer feasible. If that occurs, the firm could terminate the agreement, requiring the City to secure an alternative provider—potentially at higher costs or under less favorable terms than those proposed in this amendment.

2. Consider Going to Bid - The City may also initiate a competitive bidding process to solicit proposals from other law firms. However, a competitive process does not guarantee a sufficient number of responses, nor responses at price points acceptable to the City. Given current market conditions and the rates proposed in this amendment, the City would face significant challenges in obtaining lower rates through a competitive process. It is likely that the City would receive proposals at higher rates, and if the City ultimately wishes to retain the institutional knowledge gained through many years of service, it may end up contracting with the same firm at rates higher than those currently proposed.

3. Consider in-house Counsel - Cities sometimes employ in-house counsel as City employees, and this is an option the City could consider for providing City Attorney services. Under this approach, the City could still use special contract counsel for non-routine matters or issues requiring specialized expertise. However, establishing an internal legal function would involve more than hiring a single employee. Significant costs would be associated with licensing, support staff such as a paralegal, and maintaining the level of expertise typically provided by multiple attorneys. City staff believes that an in-house model would not offer benefits sufficient to offset the cost increases proposed in this amendment.

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

Respectfully submitted,
Travis Sais
Assistant City Manager
Attachments:

1. City Attorney Request Memo

2. Second Amendment to Agreement with Aleshire & Wynder, LLP

Page 54 ends

MEMORANDUM
DATE: April 21, 2026
RE: Amendment to Agreement for City Attorney Legal Services with Aleshire & Wynder, LLP, to Approve Revised Rates for Services
The City Attorney’s Office requests the City Council approve and authorize the City Manager to execute Amendments to the Contract Services Agreement for City Attorney Legal Services with Aleshire & Wynder, LLP (Attachment 1), adjusting the rates of compensation as described herein.

Background:

Aleshire & Wynder, LLP provides San Dimas with comprehensive municipal law experience and expertise. The firm is approaching its 25th year in existence, practicing nearly exclusively public law for public agencies in California, and now serves as City Attorney for nearly 30 cities.

I am proud that San Dimas has been a client of the firm for more than 10 years, since 2014, and I remain deeply committed to providing the highest level of service. Due to our tenure with the San Dimas, we have significant institutional knowledge of the City and its activities and needs, which is of great benefit to the community as understanding past issues helps to inform future decisions.

Our team serving San Dimas includes the following attorneys:
1) Jeff Malawy serves as the City Attorney, advising the City Council and City staff, and managing all legal matters for the City, including everyday legal services such as Brown Act, Public Records Act, purchasing and contracting, ordinance preparation, ethics and conflicts, elections, constitutional law, and new law updates. 2) Fred Galante heads the Successor Agency and complex development negotiations practice for San Dimas.
3) Colin Tanner is the San Dimas lead on labor negotiation and employment law. 4) Michael Huston serves as Assistant City Attorney, covering Planning Commission meetings when requested by staff, and advising Planning staff on land use, housing, and zoning issues.
5) Amanda Wheeland and Alex Lemieux head the code enforcement legal team. 6) Bethany Burgess from the firm assists with expertise in Public Works contracting. 7) Anita Luck assists, when necessary, with assessments, bonds, fees, CFD formation, and other financial issues.
8) Various firm attorneys handle litigation concerning land use, CEQA, and other lawsuits when not covered by JPIA.
9) Our team of associates provides support on all of the above matters.

ATTACHMENT 1

Page 55 ends

Amendment to Agreement for City Attorney
Legal Services with Aleshire & Wynder, LLP,
to Approve Revised Rates for Services
April 21, 2026

Page 2 ends

Discussion:

Aleshire & Wynder is requesting a rate adjustment to continue to attract and retain qualified attorneys and to cover increasing expenses of operating a municipal law firm in California, including competitive salaries, rent, and health insurance. With all costs in the legal field escalating, we have lost attorneys over salary and have had to significantly increase our compensation schedule to maintain expertise and high quality service. Per Section 18 of the agreement, the City Council has the authority to amend the contract at any time by mutual consent of the parties.

Aleshire & Wynder hourly rates have not changed since January 2024. The current and proposed new rates are:

Service Category Current Rate (eff.
1/1/2024)
Proposed (eff.
6/1/2026)
General (1st 40 hrs) $245
$20,000/month flat
fee for unlimited
General (over 40 hrs) $260 service
Special Services /
Litigation1 $305 $345 Partners$305 Associates
Code Enforcement $260 $305 Partners
$275 Associates
Developer
Reimbursement $415 $495
Bonds / Public Financing $415 $495
Paralegals $168 $200
Law Clerks $150 $170
Document Clerks $74 $110
Rate Adjustment
Mechanism
Subject to Council
approval CPI with 4% cap
A feature of this proposal is the introduction of a $20,000 monthly flat fee retainer for unlimited general City Attorney services, replacing the current hourly billing structure for 1 Special services are rent control, affordable housing, successor agency work, municipal finance matters other than bonds, environmental and toxics, water, labor & employment, energy, new franchises, utilities and telecommunications, solid waste, litigation other than code enforcement, mobilehome matters, drafting and negotiating complex agreements, and similar matters. All other matters are general services.

Page 56 ends

Amendment to Agreement for City Attorney
Legal Services with Aleshire & Wynder, LLP,
to Approve Revised Rates for Services
April 21, 2026

Page 3 ends

routine work. Basic services covered under the retainer include attendance at regular and special City Council meetings, review of contracts and ordinances, day-to-day legal advice and consultation to staff and City Council on matters of general municipal law, Brown Act, and Public Records Act, conflict of interest and ethics opinions, and Public Works and Planning advice. The proposed retainer provides the City with budget certainty and unlimited access to these core legal services at a fixed monthly cost.

Notably, the $20,000 retainer is lower than the monthly retainer paid by other neighboring cities of Glendora, Claremont, Monrovia, and Upland. Special services falling outside the retainer, including litigation, would be billed at the hourly rates set forth in the rate chart above.

For special services and litigation, the firm is requesting no increase to the rate for associate work, but only an increase to the partner rate.

The following table shows the proposed new San Dimas city attorney rates compared with surrounding cities:

General Services Litigation and Special
Services
Automatic
Annual
Increases
San Dimas
(proposed) $20,000/month flat fee
Partners: $345
Associates: $305 CPI with 4% cap
Claremont $22,893/month flat fee
$306 all attorneys
($421 for complex matters)
2 CPI with 3% cap
Glendora $21,049/month flat fee Partners: $328
Associates: $296
CPI or 3%,
whichever is
higher
Covina $260/hr for first 100 hours;
$280/hr thereafter
Partners: $320
Associates: $275 CPI with 5% cap
La Verne
$9,300/month flat fee, plus
$243/hr for Community
Development work
$263.50 CPI with 3% cap
2 In Claremont, special services is similarly defined, but also includes most matters that exceed 1 to 3 hours of research (even if otherwise a general service).

Page 57 ends

Amendment to Agreement for City Attorney
Legal Services with Aleshire & Wynder, LLP,
to Approve Revised Rates for Services
April 21, 2026

Page 4 ends

This proposal is designed to provide cost predictability, acknowledge the fiscal realities that municipalities face, and maintain high quality of legal services and expertise for the City. The proposed rates represent a meaningful discount from our firm’s new client rates for 2026, reflecting our appreciation for the longstanding relationship we have enjoyed with San Dimas. We do not take that partnership for granted. We consider San Dimas a true legacy client, and I want to personally thank you for your continued trust, partnership, and collaboration. I look forward to many more years of meaningful work together and to continuing our shared commitment to this community.

Respectfully submitted,
Jeff Malawy
City Attorney
Attachment: 1) Proposed Amendment to Agreement for City Attorney Services [to be provided separately]

Page 58 ends

ATTACHMENT 2

SECOND AMENDMENT TO CONTRACT SERVICES AGREEMENT FOR

CITY ATTORNEY SERVICES

CITY OF SAN DIMAS
This Second Amendment is made and entered into by and between the CITY OF SAN DIMAS, a municipal corporation, herein after referred to as “City,” and ALESHIRE & WYNDER, LLP, a California limited liability partnership, hereinafter referred to as “Firm.”
WHEREAS, as of August 12, 2014 the parties entered into a contract for the provision of city attorney legal services, and on February 15, 2023 executed the first amendment to the contract (“Agreement”); and
WHEREAS, the City Council approved the second amendment to the Agreement.

NOW THEREFORE, in consideration of the foregoing, City and Firm mutually agree as follows:

1. Effective July 1, 2026, Exhibit A of the Agreement is amended to modify the compensation as follows:

A. The City shall pay Firm a flat fee monthly retainer for “General Services” in the amount of $20,000 per month with no limitation on the number of hours (“Monthly Retainer”). General Services are everything other than Special Services, code enforcement, private party reimbursement, and public financing.

B. For Special Services, code enforcement, private party reimbursement, and public financing, the City shall pay Firm at the following hourly rates:

Service Category Hourly Rate
Special Services $345 Partners
$305 Associates
Code Enforcement $305 Partners
$275 Associates
Private Party
Reimbursement $495
Bonds / Public
Financing $495
Paralegals $200
Law Clerks $170
Document Clerks $110

Page 59 ends

Page 2 ends

Special Services include rent control, affordable housing and successor agency work, municipal finance matters other than bonds and similar financial services, environmental and toxics, water, labor & employment, energy, new franchises, utilities and telecommunications, solid waste, litigation other than code enforcement, mobile home matters, drafting and negotiating complex agreements as agreed to by the City, and similar matters.

2. Effective July 1, 2026, the last paragraph of the first page of Exhibit A of the Agreement, regarding private party reimbursement, is hereby deleted and replaced with the following:
“Where there is an opportunity to obtain cost recovery through a private party such as a developer, the hourly rate will be Four Hundred Ninety Five Dollars ($495) per hour.”

3. Effective July 1, 2026, the following paragraph is added to Exhibit A of the Agreement:
“On July 1, 2027, and every July 1 thereafter, the rates set forth in this Exhibit A and the Monthly Retainer shall be increased by the lesser of 4% or the change in the Consumer Price Index for All Urban Consumers (“CPI-U”) for the geographic region known as Los Angeles-Long Beach-Anaheim rounded up to the nearest dollar for the twelve (12) month period published for the most recent month of May and counting backwards as shown by the U.S. Department of Labor; provided however that rates and Monthly Retainer shall not be reduced if the change in CPI-U is less than zero.”

4. Except as expressly set forth herein, all terms and conditions of the Agreement shall remain in full force and effect.

5. This Amendment shall be effective on the date it is signed on behalf of City, as long as it has also been signed on behalf of the Firm.

ALESHIRE & WYNDER, LLP
Dated:_June 9, 2026 By_______________________________
Jeff Malawy

CITY OF SAN DIMAS
Dated:_June 9, 2026 By_______________________________
Emmett Badar
Mayor

Page 60 ends

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of June 9, 2026
From: Brad McKinney, City Manager
Prepared by: Peter Jacoy, Assistant Engineer
Subject: Approve a Right-of-Way Use Agreement with Arcadian Infracom 2, LLC. for Fiber Optic Installation in the City's Public Right-of-Way ____________________________________________________________________________

SUMMARY
The City has been approached by Arcadian Infracom 2, LLC (Arcadian) for the installation of fiber optic infrastructure within the public right-of-way throughout San Dimas. This installation forms part of a long-haul fiber route connecting Los Angeles to Phoenix, providing route diversity and lower latency for cloud providers, hyperscalers, and data centers. Per the California Public Utilities Code Section 7901, telecommunications companies are entitled to use state and local right of way. As such, the City cannot require a franchise agreement with Arcadian or unnecessarily restrict the installation.

A Right-of-Way Use Agreement protects the City's interest by requiring Arcadian to maintain their fiber optic infrastructure and furnish sufficient insurance and bond limits for this purpose.

The agreement provides other details such as repair response times and restoration requirements that would normally be made in a franchise agreement. Execution of the Rightof-Way Use Agreement does not reduce the City's ability to enforce adopted aesthetic or engineering standards for fiber optic installations within the public right-of-way.

RECOMMENDATION
City Staff recommends that the City Council:

1. Authorize the City Manager to enter into a Right-of-Way Use Agreement with Arcadian, in a form approved by the City Attorney, for the installation and maintenance of fiber optic infrastructure within the City's public right-of-way; and

2. Grant the City Manager authority to negotiate and execute future Right-of-Way Use Agreements for the purpose of installation, maintenance, repair, and operation of Telecommunication utility infrastructure and related facilities within the City's public rightof-way.

Page 61 ends

Right-of-Way Use Agreement with Arcadian Page 2
For the Meeting of June 9, 2026
GOVERNMENT CODE §84308 APPLIES:
https://leginfo.legislature.ca.gov
No

FISCAL IMPACT
There should be no net fiscal impact to the City for this agreement. Due to California regulations, the City is not allowed to require a franchise agreement for telecommunications companies (CPUC Section 7901) using the City's right of way. However, the City can collect fees to offset the costs of staff time for permitting and inspection of the installation or maintenance on these Telecommunication facilities.

BACKGROUND
Over the last several years, demand for high-capacity fiber optic infrastructure has grown significantly. This growth has been driven by the rapid expansion of cloud computing, hyperscale data centers, and the increasing need for low-latency connectivity between major western markets. In response to these demands, telecommunications companies are deploying long-haul fiber optic networks to meet the increasing bandwidth and reliability requirements of modern digital infrastructure.

Arcadian is proposing to install fiber optic infrastructure within the City's public right-of-way as part of a critical long-haul route connecting Los Angeles to Phoenix. This route will provide network diversity and lower latency for cloud providers, hyperscalers, and data centers connecting major western hubs, reducing dependence on existing limited fiber corridors.

Fiber optic installations are typically placed within the street right-of-way, making use of existing conduit, underground boring, or trenching methods where possible. Because of the critical nature of this infrastructure, these installations are deployed to meet strict industry standards for reliability, redundancy, and performance.

Cities are bound by State and Federal laws to allow installation of telecommunication facilities.

California Public Utilities Code Section 7901 authorizes telecommunication companies to use the public right-of-way for the purpose of providing communication service. This negates the City's ability to require a franchise agreement with these telecommunications companies.

DISCUSSION/ANALYSIS
Regulations
The following is a brief overview of Federal and State regulations that impact the City's ability to control the installation of fiber optic infrastructure within the public right-of-way:
• Telecommunications Act of 1996: Limits a City's ability to determine detrimental impacts from telecommunications installations and states specifically: Section 704 of the Act states that no state or local government or instrumentality thereof may regulate the placement, construction, and modification of telecommunications service facilities in a manner that effectively prohibits the provision of such services. (47 U.S.C. §332(c)(7)(B)(iv).)

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Right-of-Way Use Agreement with Arcadian Page 3
For the Meeting of June 9, 2026
• California Public Utilities Code Section 7901 impacts the City's ability to require a franchise agreement where the telecommunications company would have to pay for the use of the City right-of-way.
• California Public Utilities Code Section 7901.1 authorizes cities to regulate the "time, place, and manner" of telecommunications installation in the right-of-way, allowing the City to enforce construction standards, restoration requirements, and installation timelines.
• Federal Communication Commission (FCC) regulations aimed at streamlining the deployment of telecommunications infrastructure impose limits on controls that would effectively prohibit the provision of telecommunications service or unreasonably discriminate between carriers. These regulations stipulate shortened time frames for approval, introducing a "shot clock" where approval of the installation is automatic if the City does not respond with reasonable requirements within the times specified. The shot clock timing is between 60 and 150 days. In this instance, execution the Right of Use Agreement was required as part of the permitting process within the shot clock timeframe.

However, cities still retain the ability to require that telecommunications companies comply with aesthetic design guidelines and permitting processes.

Processing Permits and Right-of-Way Use Agreement
The Public Works encroachment permit process applies to each installation site and will be reviewed to ensure compliance with state and city infrastructure requirements, including compliance with the Americans with Disabilities Act, Standard Plans for Public Works Construction, and applicable underground utility installation standards.

The encroachment permit process requires Arcadian to provide insurance for the installation of improvements and relies on the Right-of-Way Use Agreement to ensure maintenance and repair of the fiber optic infrastructure. Due to state law (CPUC 7901), the City cannot require a franchise agreement which typically includes financial compensation to the City.

The Right-of-Way Use Agreement is the mechanism that replaces the Franchise Agreement, requiring Arcadian to maintain their fiber optic infrastructure per applicable City and Federal/State standards. It requires $10 million dollars in insurance and a bond to ensure that these standards are met. The agreement provides the City greater protection than the individual encroachment permit, which typically carries a smaller insurance limit. The Right of Way Use Agreement also includes additional requirements such as repair response times, trench restoration standards, and surface repair obligations.

Execution of the Right-of-Way Use Agreement does not reduce the City's ability to enforce aesthetic and engineering requirements set forth in the adopted design standards for telecommunications infrastructure in the Public Right-of-Way.

Additionally, as Arcadian is not the only telecommunications company seeking to install fiber optic infrastructure within the City's right-of-way, Staff feels it would be prudent and efficient to request City Council's consideration to provide the City Manager authorization to execute future

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Right-of-Way Use Agreement with Arcadian Page 4
For the Meeting of June 9, 2026
Right-of-Way Use Agreements for fiber optic and related telecommunications installations that the City may receive going forward.

ALTERNATIVES

1. The City Council could choose not to authorize the Right-of-Way Use Agreement with Arcadian and direct staff to proceed through the encroachment permit process. It should be noted that California Public Utilities Code Section 7901 entitles telecommunications companies to use the public right-of-way for the purpose of providing communication service.

2. The City Council may choose to approve the Right-of-Way Use Agreement with Arcadian while declining to delegate authority to the City Manager to negotiate and execute future Right-of-Way Use Agreements.

ENVIRONMENTAL REVIEW
The authorization of executing a Right-of-Way Use Agreement with Arcadian is not a project within the meaning of Section 15378 of the State of California Environmental Quality Act ("CEQA") Guidelines, because it has no potential for resulting in physical change in the environment, directly or indirectly. This agreement sets forth the legal terms and obligations for use of the City's public right-of-way for the installation of fiber optic infrastructure and does not authorize any specific development or installation on any specific piece of property.

Respectfully submitted,
Peter Jacoy
Assistant Engineer
Attachments:

1. Right-of-Way Use Agreement - Arcadian

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03/27//2026

CITY OF SAN DIMAS

RIGHT-OF-WAY USE AGREEMENT
THIS RIGHT-OF-WAY USE AGREEMENT (“Agreement”) is entered into by and between the City of San Dimas, a California Municipal Corporation (“City”) and Arcadian Infracom 2, LLC, a Delaware limited liability company (“Company”). For the purposes of this Agreement, City and Company may be referred to collectively as the “Parties” or individually as a “Party.”

RECITALS
A. Company wishes to install certain communication lines and cables in, on or over portions of the rights-of-way (“ROW”) of the City, which are more particularly described and shown in Exhibit A attached hereto and incorporated by reference, and which is hereafter referred as the Project.

B. The Project will require the occupation of the public ROW and will be completed pursuant to Company’s Certificate of Public Convenience and Necessity (“CPCN”) issued by the California Public Utilities Commission (“CPUC”), Application 20-04-022 issued on March 18th, 2021.

C. The City and Company now enter into the present Agreement to install and maintain the Project which shall include underground and aerial fiber optic, conduit, cable and any other communication lines (“communication lines”), which terms shall govern the initial Project as well as Company’ subsequent occupation and use of the ROW in the City.

NOW THEREFORE, in consideration of the mutual promises and agreements contained in this agreement, the parties agree as follows:

1. Scope of Project and Use.

A. Pursuant to the Company’s CPCN, City issues Company an encroachment permit over, under and along the public ROW of the Project Area for the purpose of the construction of communication lines in certain public ROW, as authorized by the Company’s CPCN, which initial Project is more specifically described on the map attached as Exhibit A. The Project that is described in Exhibit A may be amended and/or augmented by Company pursuant to the terms of Company’s CPCN and Company shall apply for and obtain the appropriate encroachment permit with the City in each case. All work will be constructed and maintained at the sole cost and expense of Company.

B. Company represents that its CPCN authorizes construction activities in relation to the Project and that the Project will be in compliance with the purposes authorized in its CPCN as a “Telephone Corporation” within the meaning of its CPCN and the California Public Utilities Code. If Company uses the Project for purposes other than the services that are sanctioned by the CPCN, to the extent allowed by state, federal, or local law (including the City’s Wireless Telecommunications Ordinance or any other provisions of the City’s Municipal Code), rules, or regulations, including but not limited to Public Utilities Code Sections 7901 and 7901.1, and the Telecommunications Act of 1996 including, but not limited to, those rights set forth in Section 253 ATTACHMENT 1

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2 of the Act (collectively, the “Applicable Law”), the City reserves the right to charge Company full, fair and reasonable compensation for the use of the City’s ROW and to impose other lawful requirements.

C. Company shall prepare a detailed narrative description of the Project which shall include total linear feet will be installed aboveground and/or underground. Company shall also prepare a map depicting all communication lines installation and shall depict aboveground and/or underground installations in differing colors.

D. Company is not seeking above-ground installations in connection with the Project.

As applicable, Company agrees that any antenna or verticality installations subject to Applicable Law will be separately processed through the City’s lawfully-enacted laws and regulations for such installations in the public right-of-way. Further, as applicable, Company agrees and warrants that any installation of communications lines in the City shall not be installed for the purposes of servicing a wireless communications facility or small wireless facility (as defined in the City’s Municipal Code) unless and until Company has a City approved permit for the installation of said facilities.

2. Term.

The term of this Agreement (the “Initial Term”) is ten (10) years, commencing on the date both Company and City have executed this Agreement (“Commencement Date”). This Agreement may be renewed for additional terms (each a “Renewal Term”) of five (5) years each, in perpetuity, so long as Company is occupying the ROW in full compliance with its statewide franchise under the terms of its CPCN, and in full compliance with lawfully adopted ordinances of the City.

Company shall provide City six (6) months’ written notice prior to any expiration of the Initial Term or any Renewal Term. Either party may terminate this Agreement during any Renewal Term by providing at least one hundred and eighty (180) days’ written notice to the other.

3. Permit Fees.

Company will pay any and all permit, inspection, and related cost-recovery fees of the City consistent with Cal. Gov’t Code § 50030 and all City codes, policies and practices. Company shall also be required to obtain a City issued business license.

4. Assignment/Subletting.

This Agreement may not be assigned by Company without the express written consent of City, which consent will not be unreasonably withheld, conditioned, or delayed. Notwithstanding the foregoing, the transfer of the rights and obligations of Company to a parent, subsidiary, or other affiliate of Company, or to any successor-in-interest or entity acquiring fifty-one percent (51%) or more of Company’s stock or assets (collectively “Exempted Transfers”) will be deemed an assignment for the purposes of this Agreement and will require the City’s consent. Moreover, with respect to any requested assignment, Company agrees to impose on the proposed transferee compliance with the following criteria: (i) the proposed transferee will have a financial strength after the proposed transfer at least equal to that of Company immediately prior to the transfer; (ii) the proposed transferee assumes all of Company’s obligations under this Agreement; and (iii) the experience and technical qualifications of the proposed transferee in providing

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3 telecommunications or similar services evidences the ability to operate the Project described in Exhibit A.

5. Notices.

All notices must be in writing and are effective only when deposited in the U.S. Mail, certified and postage prepaid, or when sent via overnight delivery as follows:

If to Company: If to City:

Arcadian Infracom, Inc City of San Dimas
101 S. Hanley Street,
Suite 550, St. Louis, MO
63105
Director of Public Works
245 E Bonita Avenue
San Dimas, CA 91773
With a copy to:

Arcadian Infracom, Inc
101 S. Hanley Street,
Suite 550, St. Louis, MO
63105
Attention: General
Counsel
With a copy to:

Aleshire & Wynder, LLP
18881 Von Karman Avenue
Suite 1700
Irvine, CA 92612
Attention: City Attorney,
City of San Dimas

6. Right-of-Way Repairs.

A. All work and entry upon, over, under or along the public ROW must be done under the supervision of Company and its contractors in a good and skillful manner and must comply with all lawful standards imposed by the City from time to time.

Any and all damage to other facilities or the ROW resulting from the activities of Company must be promptly repaired by Company, at its sole cost and expense, to return such facilities or ROW to a safe and satisfactory condition as directed by, and to the satisfaction of the City’s Director of Public Works. If Company does not make such repairs, City has the option, upon thirty (30) days’ prior written notice to Company, to perform or cause to be performed all reasonable and necessary work on behalf of Company. City may charge Company for the costs incurred by City. Upon receipt of a demand for payment by City and a detailed invoice of charges, Company must promptly reimburse City for those costs.

B. Any excavation on the public ROW by Company must be monitored by Company for any lateral movement or other forms of trench failure.

C. In addition, Company must notify all owners of real property located within thirty (30) feet of any installation and maintenance work performed by Company at least seven (7) business days prior to the commencement of such work. In order to accomplish this, the City and Company will agree to use an appropriate “door hangar” for notification, which shall include contact information for a Company representative for any questions that may arise, consistent with utility installation and construction practices.

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4 7. Compliance with Laws.

A. Company agrees that all of its installations shall at all times remain in compliance with all local, state, and federal laws regarding public safety as well as all applicable City requirements.

B. City and Company agree that, pursuant to federal statutes, including 47 U.S.C. § 253, and to the extent that Company is authorized by the CPUC, City will not prohibit Company from providing interstate and intrastate telecommunications services, but may manage the public ROW and impose neutral and non-discriminatory requirements to the degree permitted under state and federal law; and as necessary to preserve and protect the public safety and welfare, ensure the continued quality of telecommunications services, and safeguard the rights of consumers, and may, to the extent permitted by applicable state law, (including California Public Utilities Code § 7901), require fair and reasonable, neutral and non-discriminatory compensation from Company for use of equipment affixed to the public ROW, if any, on a non-discriminatory basis. Nothing in this Agreement shall constitute a waiver by Company or City of any state or federal regulation governing the provisioning of telecommunications services.

C. By entering into this Agreement, neither the City nor Company waive any rights reserved to either under Applicable Law. Nothing in this Agreement constitutes an admission by the Company that any provision herein is valid or enforceable, or that the Agreement itself represents a proper exercise of the City’s police power. The Company expressly reserves all rights, claims, and defenses regarding the validity or enforceability of this Agreement. Notwithstanding any contrary provision, Applicable Law, not this Agreement, shall govern the term of encroachment permits issued by the City.

8. Interference.

Company is responsible for fixing any equipment-related disturbances affecting other hardware near the Project on the Commencement Date, as well as any interference problems arising from any equipment that becomes attached to the Project at any future date if the City approves the addition of equipment to the Project.

Moreover, in the performance and exercise of its rights and obligations under this Agreement, Company must not interfere in any manner with the existence and operation of any public or private ROW, sanitary sewers, water mains, storm drains, gas mains, poles, aerial and underground electrical and telephone wires, electroliers, cable television and telecommunications facilities, utilities, or municipal property, without the express written approval of the owner or owners of the affected property or properties, except as authorized by applicable laws or this Agreement.

9. Ground-Mounted Equipment. Company does not currently intend to install any groundmounted facilities or equipment cabinets. Nonetheless, Company understands that any installation of ground-mounted facilities and equipment cabinets shall be subject to all lawful City approval and permitting processes and any and all applicable planning and design review imposed by the City on other similarly-situated users of the public ROW. Company agrees to comply with the City’s current ordinances regarding such installations as well as any future regulations that may

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5 be adopted by the City respecting such installation that are lawful exercises of the City’s rights under Section 7901.1 of the California Public Utility Code and other applicable laws that are applied in a non-discriminatory fashion to similarly situated companies. Any improvements installed above-ground within the City by Company must be covered in anti-graffiti surfaces, must be specifically identified on Exhibit A and shall be of a design approved by City staff. Should any of Company facilities be painted with graffiti, Company shall have five days from its receipt of notification of the graffiti by the City to remove the graffiti. Should such graffiti not be removed within said five days, the City may cause the graffiti to be removed and shall submit an itemized statement of the costs to Company. Upon receipt of a demand for payment by City, Company must reimburse City for those costs within thirty days of receipt of the invoice.

10. Utilities and Maintenance.

10.1 Utilities.

If applicable, Company shall pay for all utilities used (and connections to utilities) in connection with the installation, operation and maintenance of the Project. Company agrees to take utility access from the nearest possible connection, to minimize damage to the public ROW.

Throughout the life of this Agreement, Company agrees to maintain the facilities that it installs in good operational condition.

10.2 Maintenance.

In the performance and exercise of its rights and obligations under this Agreement, Company, at its sole cost and expense, shall maintain any real property utilized by Company to access the Project’s facilities in a safe and satisfactory condition in accordance with Applicable Law and local standards to the satisfaction of the City, including but not limited to removal of any debris generated by Company and replacement of any plants damaged or destroyed by Company.

In the event that any of Company’s facilities cause damage to the City's ROW or interfere with the performance of any of the City's public duties or other uses of the ROW, Company agrees, upon notice from the City, to promptly commence and complete all necessary repairs to cure any such damage caused by such facilities, at Company's sole cost and expense. If Company fails to repair the damage after receiving notice from the City or if an emergency necessitates immediate repair of the damage, City may, in its sole discretion, perform the repair work itself, in which case Company shall reimburse City for the reasonable costs of the repair work within 30 days after receiving an invoice detailing such costs.

11. Default.

If either party is in default under this Agreement for a period of thirty (30) days following receipt of notice from the non-defaulting party then, the non-defaulting party may terminate this Agreement, and may pursue any remedies available to it against the defaulting party under applicable law. If the non-monetary default may not reasonably be cured within a 30-day period, this Agreement may not be terminated if the defaulting party commences action to cure the default within such 30-day period and proceeds diligently to fully cure the default.

12. Taxes.

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6 Company shall be solely responsible for payment of all personal property taxes, use taxes, and possessory interest taxes assessed upon and arising from its use and operation within the public rights-of-way of the Project.

13. Insurance.

13.1 Insurance Coverages.

The Company shall procure and maintain, at its sole cost and expense, in a form and content satisfactory to City, during the entire term of this Agreement including any extension thereof, the following policies of insurance which shall cover all elected and appointed officers, employees and agents of City:
(a) General Liability Insurance (Occurrence Form or equivalent). A policy of comprehensive general liability insurance written on a per occurrence basis for bodily injury, personal injury and property damage. The policy of insurance shall be in an amount not less than $10,000,000.00 per occurrence for bodily injury and property damage and $10,000,000.00 general aggregate including personal and advertising injury and products/completed operations.
(b) Worker’s Compensation Insurance. A policy of worker’s compensation insurance in compliance with the statutory requirements of the state(s) of operation and employer’s liability in an amount of $1,000,000.00 each accident/disease/policy limit.
(c) Commercial Automobile Liability Insurance (ISO Form or equivalent).

A commercial automobile liability insurance policy written in an amount of $2,000,000.00 combines single limit each accident for bodily injury and property damage covering all owned, non-owned, leased, hired cars and any automobile.
(d) Telecommunications, Media & Technology Errors & Omissions Liability. Telecommunication Media & Technology Errors & Omissions in an amount of $5,000,000.00 per claim and aggregate covering the negligent acts, errors and/or omission of Company in the performance of professional services under this Agreement. The insurance must be maintained beginning when the Company qualifies for such coverage and continuing for at least three (3) years following the completion of Company’s services or termination of this Agreement.
(e) Subcontractors. Company shall include all contractors and subcontractors to obtain and maintain substantially the same coverage as required of Company. Company further acknowledges that this provision is intended to protect the City from third-party claims under the peculiar risk doctrine or any other applicable law, and Company shall be fully responsible for ensuring subcontractors take all reasonable special precautions for inherent risks associated with the work.

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7 13.2 General Insurance Requirements.

All of the above policies of insurance shall be primary insurance and except workers compensation and employer’s liability ad errors & omissions shall include the City, its elected and appointed officers and employees and agents as additional insureds as their interest may appear under this agreement and any insurance maintained by City or its officers, employees or agents may apply in excess of, and not contribute with Company’s insurance. The insurer deemed hereof to waive all rights of subrogation and contribution it may have against the City, its officers and employees and their respective insurance to the extent under Applicable Law. The above policy may be obtained through a combination of specific policies and excess/umbrella policies.

13.3 Primary/Noncontributing. Coverage provided by company shall be primary and any insurance of self-insurance procured or maintained by City shall not be required to contribute with it.

13.4 Waiver of subrogation. Subject to any limitations under Applicable Law, all insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against City, its elected or appointed officers, agents, officials, employees and volunteers or shall specifically allow Company or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Company hereby waives its own right of recovery against City, and shall require similar written express waivers and insurance clauses from each of its subconsultants.

13.5 Additional insured status. The Commercial General liability policy shall provide or be endorsed to include the City and its officers, officials, employees, agents, and volunteers as additional insureds as their interest may appear under this Agreement. This provision shall also apply to any excess/umbrella liability policies, if applicable. City, its respective elected and appointed officers, directors, officials, employees, agents and volunteers are to be included as additional insureds as their interest may appear under this Agreement as respects: liability arising out of activities Company performs; products and completed operations of Company; premises owned, occupied or used by Company; or any automobiles owned, leased, hired or borrowed by Company. The coverage shall contain no special limitations on the scope of protection afforded to City, and their respective elected and appointed officers, officials, employees or volunteers.

Company’s insurance shall apply separately to each insured against whom claim is made or suit is brought, except with respect to the limits of the insurer’s liability.

13.6 Requirements not limiting. Requirements of specific coverage features or limits contained in this Section are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type.

Upon receipt of notice from its insurer(s) Company shall provide the City with thirty (30) days prior written notice of cancellation of any required coverage by first-class mail. In the event any of said policies of insurance are cancelled, the Company shall, prior to the cancellation date, submit new evidence of insurance in conformance to the City.

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8 No work or services under this Agreement shall commence until the Company has provided the City with Certificates of Insurance and blanket additional insured endorsement forms evidencing the above insurance coverages and said Certificates of Insurance are reasonably approved by the City. Upon reasonable request of City, company shall provide City current Certificates of Insurance and blanket additional insured endorsement forms during the term of this Agreement.

Any failure to comply with the reporting or other provisions of the policies including breaches or warranties shall not affect coverage provided to City.

All certificates shall include the City as additional insured as their interest may appear under this Agreement (providing the appropriate endorsement) and company, upon receipt of notice from its insurer(s), provide the City with thirty (30) days’ prior written notice of cancellation of any required coverage.

The Company agrees that the requirement to provide insurance shall not be construed as limiting in any way the extent to which the Company may be held responsible for the payment of damages to any persons or property resulting from the Company's activities or the activities of any person or persons for which the Company is otherwise responsible nor shall it limit the Company’s indemnification liabilities as provided herein.

In the event the Company subcontracts any portion of the work contemplated by this Agreement, the contract between the Company and such subcontractor shall require the subcontractor to maintain substantially the same insurance that the Company is required to maintain, and such certificates and endorsements shall be provided to City.

14. Indemnification.

To the full extent permitted, and limited, by Applicable Law, Company agrees to indemnify, defend and hold harmless the City, its officers, employees and agents ("Indemnified Parties") against, and will hold and save them and each of them harmless from, any and all actions, either judicial, administrative, arbitration or regulatory claims, damages to persons or property, losses, costs, penalties, obligations, errors, omissions or liabilities whether actual or threatened (herein "claims or liabilities") that may be asserted or claimed by any person, firm or entity arising out of or in connection with the negligent performance of the work, operations or activities provided herein by Company, its officers, employees, agents, subcontractors, or invitees, or any individual or entity for which Company is legally liable ("indemnitors"), or arising from Company's or indemnitors' reckless or willful misconduct, or arising from Company's or indemnitors' negligent performance of or failure to perform any term, provision, covenant or condition of this Agreement, and in connection therewith:
(a) Company will defend any action or actions filed in connection with any of said claims or liabilities and will pay all costs and expenses, including legal costs and attorneys' fees incurred in connection therewith by Company’s chosen attorneys;
(b) Company will promptly pay any judgment rendered against the City, its officers, agents or employees for any such claims or liabilities arising out of or in connection with the negligent performance of or failure to perform

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9 such work, operations or activities of Company hereunder; and Company agrees to save and hold the City, its officers, agents, and employees harmless therefrom;
(c) In the event the City, its officers, agents or employees is made a party to any action or proceeding filed or prosecuted against Company for such damages or other claims arising out of or in connection with the negligent performance of or failure to perform the work, operation or activities of Company hereunder, Company agrees to pay to the City, its officers, agents or employees, any and all costs and expenses incurred by the City, its officers, agents or employees in such action or proceeding, including but not limited to, legal costs and attorneys' fees.
(d) Company shall incorporate similar indemnity agreements with its subcontractors and if it fails to do so Company shall be fully responsible to indemnify City hereunder therefore, and failure of City to monitor compliance with these provisions shall not be a waiver hereof. This indemnification includes claims or liabilities arising from any negligent or wrongful act, error or omission, or reckless or willful misconduct of Company in the performance of professional services hereunder. (e) The provisions of this Section do not apply to claims or liabilities solely occurring as a result of City's negligence, gross negligence, or willful acts or omissions, but, to the fullest extent permitted by law, shall apply to claims and liabilities resulting in part from City's negligence, except that design professionals' indemnity hereunder shall be limited to claims and liabilities arising out of the negligence, recklessness or willful misconduct of the design professional. The indemnity obligation shall be binding on successors and assigns of Company and shall survive termination of this Agreement.

14.2 Sufficiency of Insurer.

Acceptable Insurance. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of to do business in California, rated “A” or better in the most recent edition of Best Rating Guide, The Key Rating Guide or in the Federal Register, and only if they are of a financial category Class VII or better, unless such requirements are waived by the City’s Risk Manager.

If this Agreement continues for more than 3 years duration, or in the event the risk manager determines that the work or services to be performed under this Agreement creates an increased or decreased risk of loss to the City, the Company agrees that the minimum limits of the insurance policies may be changed accordingly upon receipt of written notice from the Risk Manager identifying with specificity the increased risks and risks not covered by the insurance and insurance

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10 requirements of other municipalities for companies similarly situated as Company.

15. Relocation and Rearrangement Obligation.

15.1 Relocations at Company’ Expense. Whenever, during the term of this Agreement or any Renewal Term, the City changes the grade, width or location of any portion of the ROW or improves any ROW in any manner, including the laying of any sewer, storm drain, conduits, gas, water, electric or other utility system, or other pipes owned or operated by the City or any other City-controlled public agency or City-controlled public utility, or constructs any pedestrian tunnels, or moves existing utilities where Company’s facilities are located to an underground location, or other work of the City and such work will, in the sole opinion of the City, render necessary any change in the position or location of any facilities of Company in or into the street, Company will, at its sole cost and expense, take any and all actions necessary to effect such change in position or location, in conformity with the written notice of the City to Company (“Removal Order”).

15.2 Removal Order. To the extent feasible and to the extent that City is involved in any relocation or rearrangement, City will endeavor to provide Company with at least 120 days’ written notice of any relocation or rearrangement of facilities which Company is required to make hereunder. Such notice will specify, in reasonable detail, the work to be done by Company and will specify the time that such work is to be accomplished. In the event that the City changes the provisions of any such notice given to Company, Company will be given additional time to accomplish such work.

15.3 Company’s Failure to Remove and Relocate. If, after its receipt of such Removal Order, Company fails or refuses to relocate, within the time period identified in the Removal Order, its facilities located in, on, upon, along, under, over, across or above any ROW or to pave, surface, grade, repave, resurface or regrade as required, pursuant to any provision of the Agreement, then such facilities will automatically be deemed abandoned and the City or other public entity may cause the work to be done and will keep an itemized account of the entire cost thereof, and Company shall hold harmless the City, its officers and employees from any liability, claims or damages which may arise or be claimed to arise from the moving, cutting, or alteration of any of Company’s facilities, or the turning on or off of water, oil, or other liquid, gas, or electricity. In addition, Company agrees to, and shall, reimburse the City or other City-controlled public entity for such cost within thirty days after presentation to Company of an itemized account of such costs.

Additionally, nothing contained herein should be construed as a waiver to any rights that Company may have to collect funds, if available, under various CPUC “Rule 20” undergrounding project rules.

15.4 Expense of Others. When rearrangement of the Project’s facilities is done for the accommodation of any party not identified herein, the cost of such rearrangement may be borne by the accommodated party.

15.5 Rearrangement of the Facilities of Others. Nothing contained in this Agreement will be construed to require the City to move, alter or relocate any of its facilities upon any ROW, at its own expense, for the convenience, accommodation or necessity of any other public utility, person, firm or corporation. Nor shall anything in this Agreement require the City or any person,

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11 firm or corporation now or hereafter owning a public utility system of any type or nature, to move, alter or relocate any part of its system upon said streets for the convenience, accommodation or necessity of Company.

If Company has attached or connected its communication lines to the facilities of other utilities or parties located in the City's ROW such as light poles or telephone poles or is otherwise sharing such facilities pursuant to any lease, sublease or other agreement, then Company will be bound to relocate or remove its communication lines at the same time and in the same manner as such other utilities or parties at Company's sole cost and expense.

16. Fees.

Company is solely responsible for the payment of all lawful fees in connection with Company’s performance under this Agreement.

17. Performance and Removal Bond.

17.1 Bond. Before any construction begins by Company, Company shall provide City with a bond. The amount of the bond shall be Fifty Thousand Dollars ($50,000.00). The bond shall be solely for the protection of City, conditioned upon Company’s faithful performance of the required construction, maintenance and removal work. Bonds shall be executed by an “admitted surety insurer”, as defined in Code of Civil Procedure Section 995.120, authorized to do business in the State of California and reasonably acceptable to City, and the bonds shall be kept in place for the duration of this Agreement. The bond is conditioned upon the performance by Company of all the terms and conditions of this Agreement and upon the further condition that if Company fails to comply with any terms or conditions governing this Agreement, there shall be recoverable jointly and severally from the principal and surety of the bond, any damage or loss suffered by City as a result, including the full amount of any compensation, or costs of removal or abandonment of Company’s property, plus costs and reasonable attorneys’ fees up to the full amount of the bond.

17.2 Assessment of the Bond. Upon Company’s failure to pay City any amount owing under this Agreement after any applicable notice and cure periods, the bond may be assessed by City for purposes including, but not limited to:
(a) Reimbursement of costs borne by City to correct violations of the Agreement not corrected by Company, after City provides written notice and a reasonable opportunity to cure such violations.
(b) To provide monetary remedies or to satisfy damages assessed against Company due to material breaches of this Agreement, as determined by a final-non-appealable court order.
(c) To collect fees and charges that have not been paid by Company when owed.

17.3 Restoration of the Bond. Company must deposit a sum of money or a replacement instrument sufficient to restore the bond to its original amount within thirty (30) days after written

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12 notice from City that any amount has been recovered from the bond. Failure to restore the bond to its full amount within thirty (30) days will constitute a material breach of this Agreement.

17.4 Costs of Collection. If the bond is drawn upon, all of City’s reasonable costs of collection and enforcement of the provisions relating to the bond that are specified in this section, including reasonable attorneys’ fees and costs, will be paid by Company.

17.5 Required Endorsement. The bond is subject to the reasonable approval of City and must contain the following endorsement:
“This bond may not be canceled until sixty (60) days after receipt by City of San Dimas, by registered mail, return receipt requested, of a written notice of intent to cancel or not to renew.”

17.6 Reservation of City Rights. The rights reserved by City with respect to the performance bond are in addition to all other rights and remedies City may have under this Agreement or any other law.

18. Miscellaneous.

18.1 Governing Law; Jurisdiction. This Agreement shall be governed and construed by and in accordance with the laws of the State of California, without reference to its conflicts of law principles. If suit is brought by a party to this Agreement, the parties agree that trial of such action shall be vested exclusively in the courts of Los Angeles County or in the relevant United States District Court.

18.2 Attorneys’ Fees. Should any dispute arising out of this Agreement lead to litigation, the prevailing party shall be entitled to recover its costs of suit, including (without limitation) reasonable attorneys’ fees.

18.3 Representations and Warranties. Each of the parties to this Agreement represents and warrants that it has the full right, power, legal capacity, and authority to enter into and perform the parties’ respective obligations hereunder and that such obligations shall be binding upon such party without the requirement of the approval or consent of any other person or entity in connection herewith.

19. Emergency and General Contact Information for Company.

The emergency contact phone number to reach Company 24 hours a day, seven days a week is 888.4841.6280. Should this number be disabled or revised for any reason, Company shall give the City immediate notice of an alternate emergency contact number. In addition, Company may be reached during business hours as follows:

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13 Corporate Contact:

Name: Trent Clausen
Title: VP-Network
Address: 101 S. Hanley Rd., Suite 550, Saint Louis, MO 63105 Phone Number: 314.806.3841
Email Address: [email protected]
IN WITNESS WHEREOF, and in order to bind themselves legally to the terms and conditions of this Agreement, the duly authorized representatives of the parties hereby executed this Agreement. The date upon which both parties have executed this Agreement shall be the Commencement Date.
“CITY”:

CITY OF SAN DIMAS
________________________________
City Manager
ATTEST:

Date:_____________________ ________________________________ City Clerk
APPROVED AS TO FORM:

ALESHIRE & WYNDER, LLP
______________________________
Jeff Malawy, City Attorney

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14 “ARCADIAN INFRACOM 2, LLC.”:

COMPANY
Date:_____________________ By: ____________________________ By: ____________________________

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01171.0006 2098079.1 2/23/2026 A-1
58912v4

EXHIBIT A
Scope of Project:

Narrative Description of Project and Map Depicting Aerial and Underground Communication Lines Installation
Beginning at the western edge of City of San Dimas at Valley Center Drive and W Arrow Highway, install conduit, handholes and fiber optic cable via trench and directional bore methodology eastward to N San Dimas Canyon Rd, then north on N San Dimas Canyon Rd to Foothill Blvd. Proceed east on Foothill Blvd to the eastern edge of the City of San Dimas at the intersection of Foothill and Baseline Rd.

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2 Special Provisions:
• All asphalt and Portland Cement Concrete repairs shall comply with the City of San Dimas Encroachment Permit conditions (attached). Where ARHM is the existing pavement surface, the City will require replacement with ARHM (e.g., Bonita Avenue, Arrow Highway, etc.). • For work within the Downtown area, the City requires City-approved decorative handholes, pull boxes, and vaults “Wunder Covers”, rated ANSI Tier 22 (traffic rated). • Fiber optic/communication lines shall have a minimum cover depth of 30 inches, unless otherwise directed by the City. Final alignment and location may be dictated by the City. • Traffic control plans shall be prepared and stamped by a Traffic Engineer registered in the State of California (TE).
• Moratorium repairs may be required at locations currently under a street moratorium. Requirements will be determined on a case-by-case basis.
• All handholes, pull boxes, and vaults shall be polymer concrete or steel-reinforced concrete and traffic rated (ANSI Tier 22).
• During construction, the applicant/contractor shall maintain the roadway surface in a safe and even condition. Any settlement resulting from construction activities shall be repaired immediately upon notice from the City. If the applicant/contractor fails to respond within a reasonable timeframe, as determined by the City, the City may perform the necessary repairs using its own forces, and all associated costs will be invoiced to the applicant/contractor.

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San Dimas Housing Authority
Agenda Item Staff Report
To: San Dimas Housing Authority
For the Meeting of June 9, 2026
From: Brad McKinney, Executive Director
Prepared by: Lily Flores, Housing Manager
Subject: Approve the Reissue of the Request for Proposals for the Property Management of Charter Oak Mobile Home Estates and Monte Vista Place Senior Apartments to solicit more bids.
____________________________________________________________________________

SUMMARY
On March 24, 2026, the Housing Authority approved the release of a Request for Proposals (RFP) to select a new property management firm for Charter Oak Mobile Home Estates and Monte Vista Place Senior Apartments. The RFP was released on March 31, 2026 and submittals were due on May 7, 2026. Only one (1) proposal was received. Due to insufficient submittals, Staff recommends that the RFP be reissued to solicit more proposals.

RECOMMENDATION
City Staff recommends the Housing Authority:
• Approve the Reissue of the Request for Proposals (RFP) for the Property Management of Charter Oak Mobile Home Estates and Monte Vista Place Senior Apartments to solicit more bids.

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

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

BACKGROUND
The Housing Division of the Community Development Department oversees the Agreement for Management Services for Charter Oak Mobile Home Estates and Monte Vista Place Senior

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Reissue of the RFP for the Property Management of COMHE and MV Apartments Page 2 For the Meeting of June 9, 2026
Apartments. On March 24, 2026 the Housing Authority approved the release of the RFP for the Property Management of Charter Oak Mobile Home Estates and the Monte Vista Place Senior Apartments.

The current Agreement for Management Services is set to expire August 31, 2026. The Housing Division released the RFP (Attachment 1) on March 31, 2026. The RFP was noticed in the Inland Valley Daily Bulletin, posted on the City’s website, and emailed directly to 21 prospective property management firms. The RFP submittals were due on May 7, 2026, at which only one (1) proposal was received.

DISCUSSION/ANALYSIS
As a result of insufficient submittals, Staff is recommending that the RFP be reissued to solicit more proposals. Staff plans to reach out to prospective management firms to solicit feedback regarding any factors that may have precluded them from submitting a proposal, as well as to determine whether any aspects of the RFP warrant further clarification. Staff also intends to seek out additional firms to distribute the RFP to increase the likelihood of receiving proposals.

ALTERNATIVES
No alternatives are recommended for this request.

Respectfully submitted,
Lily Flores
Housing Manager
Attachments:

1. Draft Request for Proposals – Property Management of COMHE and MV Apartments

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City of San Dimas
California

REQUEST FOR PROPOSALS

PROPERTY MANAGEMENT OF

CHARTER OAK MOBILE HOME ESTATES
AND

MONTE VISTA PLACE SENIOR APARTMENTS
Community Development
Lily Flores
Housing Manager
PROPOSAL DUE DATE: XXXXX
City of San Dimas, California
ATTACHMENT 1 DRAFT

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2 Table of Contents
I. Project Background ………………………………………………… 3
II. Scope of Work ……………………………………………………… 4
II.A Rent Collection ……………………………………………………… 4
II.B Evictions …………………………………………………………….. 4
II.C Inspections …………………………………………………………... 4
II.D Maintenance and Repair …………………………………………….. 4
II.E Tenant Move In ………………………………………………………4
II.F Tenant Move Out ……………………………………………………. 5
II.G Financial Services …………………………………………………… 5
II.H Market and Lease ……………………………………………………. 5
II.I Address Tenant Concerns …………………………………………… 5
II.J Customer Service……………………………… ………………….. 6
II.K Property Rules and Regulations and Enforcement ………………….. 5 II.L Utilities ……………………………………………………………… 6
II.M Insurance …………………………………………………………….. 6
II.N Events and Activities/Customer Relations ………………………... 6 II.O Budget and Capital Planning …………………………………………6
II.P Reporting ……………………………………………………………..7
II.Q Document Management ……………………………………………... 7
III. Proposal Requirements ……………………………………………… 7
IV. Selection Procedure …………………………………………………. 9
V. General Information for Proposals ………………………………….. 9
VI. Terms and Conditions ………………………………………………. 10
VII. Anticipated Selection Process Timeline …………………………….. 11 VIII. Attachments………………………………………………………….. 11
DRAFT

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3 REQUEST FOR PROPOSALS (RFP)
The City of San Dimas (“City”) is requesting proposals from qualified property management firms, partnerships, corporations, associations, persons, or professional organizations (“Firm”) for the work entitled: PROPERTY MANAGEMENT OF CHARTER OAK MOBILE HOME ESTATES AND MONTE VISTA PLACE SENIOR APARTMENTS. In general, the Firm selected as a result of this process will provide the full service of property management services, including but not limited to, rent collection, eviction, inspection, maintenance and repair, tenant move in/out, and financial services and thereafter work cooperatively with the City, staff and consultants, to manage Charter Oak Mobile Home Estates and Monte Vista Place Senior Apartments (collectively the “Properties”).

Date of Issuance: XXXXX
Questions due: XXXXX
Due Date: XXXXX
Proposals shall be submitted by qualified property management firms, particularly those that have demonstrated verifiable experience in managing mobile home parks, and property maintenance for similar projects as outlined in the scope of work included in this RFP.

The proposals shall be addressed to: Lily Flores, Housing Manager Subject: Response to RFP regarding Property Management for Charter Oak Mobile Home Estates and Monte Vista Place Senior Apartments.

Proposals shall be submitted:

San Dimas City Hall – Office of the City Clerk
245 East Bonita Ave.

San Dimas, CA 91773
All inquiries regarding the project and this RFP shall be directed to Lily Flores, Housing Manager by email at [email protected].

I. PROJECT BACKGROUND
The San Dimas Housing Authority is the owner of Charter Oak Mobile Home Estates (“Park”), a 55 years of age and older community of 185 owner occupied spaces located at 801 W Covina Boulevard in San Dimas and Monte Vista Place Senior Apartments (“Apartments”), a 62 years of age or older community of 12 apartments located at 105 N. Monte Vista Ave (collectively, the “Properties”). The City Council for the City of San Dimas sits as the Board of Directors for the Housing Authority. In addition to market rate rentals, the City provides a rent assistance program to assist eligible low to very low-income senior homeowners who pay more than 30% of their income towards housing cost with a monthly credit towards their space rent at the Park. Except as specifically provided in the Scope of Work below, all financial obligations of the Properties shall be met with City funds. Firm fee proposals should be limited to the management fee for all services
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4 set forth in the Scope of Work below and an hourly rate for any special services beyond the proposed Scope of Work.

II. SCOPE OF WORK
A. Rent Collection
Recommend market driven rental rates, receive rents, monitor and following up on late payments, send out required notices, such as pay or quit notices, and enforce late fees.

B. Evictions
Delivery and posting of all relevant paperwork and notices provided by City legal counsel when necessary to initiate and complete an unlawful detainer action and coordinate with the City Attorney and Los Angeles County Sheriff’s Department to remove tenant and tenant’s possessions from spaces in compliance with federal, state and local law.

C. Inspections
Conduct periodic inspections on a predefined schedule looking for repair needs, safety hazards, code violations, lease violations, etc., and conduct inspections during new tenant move in/out.

D. Maintenance and Repair
Prioritize and provide routine maintenance of the Properties, including trash and debris cleanup, graffiti removal, paint touch up, light bulb replacement, regular mowing and weeding, etc. Maintain and monitor a 24-hour emergency repair hotline. Report to the City any repair work necessary outside the scope of routine maintenance and coordinate with any City work crews or contractors to complete the repair. Operate and maintain all common area interior and exterior improvements and common buildings, including landscaping, in good condition and repair, including necessary replacements and in accordance with all applicable laws, rules, ordinances, orders and regulations of all federal, state, county, municipal, and other governmental agencies. Manage and monitor contracts with all outside contractors, including requiring the payment of prevailing wages and registration with the Department of Industrial Relations when applicable.

E. Tenant Move In
Review new tenant applications and provide recommendations to City for approval of any new tenancy. Provide leasing agreements, coordinate tenant move-in dates, review lease guidelines with tenant regarding things like rental payment terms and required property maintenance, ensure all agreements have been properly executed, perform detailed move-in inspection with tenant and have tenants sign a report DRAFT

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5 verifying the condition of the property prior to move-in, and collect first month’s rent and security deposit.

F. Tenant Move Out
Inspect space and fill out a report on the property's condition when a tenant moves out, provide tenant with a copy of move-out inspection report as well as estimated damages, return the balance of any security deposit to the tenant if applicable. For the Apartments, forward any portion of the City’s portion of the tenant deposit to the City or hold in owner reserves for repairs, clean space and perform any needed repairs or upgrade, and put the property back on the market for rent (as requested by the City).

G. Financial Services
Manage individual trust accounts for the Park and for the Apartments for all incoming receipts and payment of all obligations of each Property, including but not limited to all utilities, taxes, services and repairs and the Firm’s management fee. Provide accounting property management services, detailed documentation of expenses via invoices and receipts, maintain all historical records (paid invoices, leases, inspection reports, warranties, etc.) and provide easy to read monthly cashflow statements which offer a detailed breakdown of income and itemized expenses.

H. Market and Lease
Advertise (with City approval and at City expense) and promptly lease vacancies.

Manage waiting list for vacancies at the Apartments. For the Park, provide a monthly report on all units for sale, in escrow, and/or delinquent in rent. Provide an affirmative marketing plan and tenant selection procedure that ensures that prospective tenants are not discriminated against due to race, religion, national origin, familial status, etc., and in compliance with the Fair Housing Act for residential properties.

I. Address Tenant Concerns
Provide a telephone number and email address for 24 hour tenant contact. Process Tenant Concern Forms and promptly address all tenant concerns with Tenant.

Serve as the primary contact for tenant concerns and direct complaints away from City staff. Develop a complaint policy with procedures for review at the site manager level and escalating within the Firm to ultimate review by City only if necessary. Provide monthly report to City of concerns listed, provided resolution, and verification of date of resolution.

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6 J. Customer Service
It’s important to note that both properties to be managed consist of senior residents.

While all residents are of utmost importance, senior citizens are widely recognized as a vulnerable population due to a combination of physical, social, and economic factors, making superior customer service a critical component of the services that will be provided by the selected Firm and their staff. The selected Firm will strive to provide quality service, to include but not limited to, making it a standard to treat each resident with care and respect throughout every interaction, address residents concerns with empathy, compassion, and professionalism, and ensure that management staff is available and responsive.

K. Property Rules and Regulations and Enforcement
In coordination with the approval of the City, propose and implement updates to rules and regulations for the Properties reflecting required federal, state and local regulations as well as best practice. Enforce the Property Rules and Regulations and best practices as established by the City.

L. Utilities
The procurement of any and all services and utilities in the reasonable opinion of Firm, subject to City budgeting approval, necessary to the property management and maintenance of the Properties, including, but not limited to, water, electricity, gas, fuel, telephone, vermin extermination, refuse hauling, window cleaning and janitorial services.

M. Insurance
The procurement of and the reasonable compliance with any and all insurance in the reasonable opinion of the City necessary to adequately protect City, Firm, their employees and the Properties, or as required by law, including, but not limited to, where appropriate and applicable, workers' compensation insurance, public liability insurance, fire, casualty and extended coverage insurance, burglary and theft insurance, and rental interruption insurance
N. Events and Activities/Community Relations
Social connections are vital for seniors to maintain physical, mental and emotional health. The selected Firm will coordinate, facilitate, or direct social events and activities for residents to foster community and engagement by residents. The selected Firm will ensure to prioritize consistent and respectful communication with the residents to build trust and encourage resident participation.

O. Budget and Capital Planning
Develop and propose annual and multiyear operating budget and capital improvement plan for each of the Properties reflecting the details required by the DRAFT

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7 City to ensure oversight of activities for the Properties. The capital improvement plan will be supported by a periodic condition assessment of the Properties and will project the annual projects, cost estimates, and timing of capital improvements over a 5 and 10 year period.

P. Reporting
Submit monthly reports and statements as requested by the City including, but not limited to:

1. Financial Statements including statement of income, balance sheet, cash flow, and budget variance;

2. Management Report including revenue variance, expense variance and ratios, Net operating income, maintenance, home sales, capital improvement, home rehabilitation, requisition summaries, delinquency, average rent, legal actions, turnover, new move ins, 3/60 notices, 60 day notices, complaints, clubhouse events, etc.

3. Maintain and update roster of owners and tenants within each unit, updated contact information, and provide access to such listing in the form and manner required by the City.

4. Other reports as reasonably necessary by the City to oversee and monitor activities of the Properties.

Q. Document Management
Maintain and retain appropriate documentation of the activities pertaining to the scope of service or any other such documentation as required by the City in a manner readily accessible to the City and retain such documentation for no less than three years or as required by federal, state, or local law, whichever is longer.

III. PROPOSAL REQUIREMENTS
All proposals submitted to the City must contain the following minimum information:

A. A cover letter with contact information of principal proposer, including a listing of any and all individuals and entities with material interest (greater than 10% interest in firm) in the proposing firm or to which management of the Properties shall be entrusted.

B. A description and statement of the firm’s qualifications for this project. Listing of mobile home parks and senior housing developments managed (including any age restrictions for such mobile home parks). This includes financial statements of the firm reflecting the financial strength, capacity, and ability to manage and operate Properties such as the ones reflected in this RFP.

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8 C. Detailed statements regarding each of the following items:

1. Strategy to market unoccupied spaces.

2. Organizational chart of the Management Team.

3. Qualifications and information on potential site staff, including resumes and hourly rates for each position.

4. Facilities and maintenance support team information.

5. Program for tenant communications.

6. Management Fee proposal including monthly fee for the Scope of services and Hourly Rate for extra services.

7. A minimum of three (3) references, from within the past five (5) years, who can speak to your experience (preferably of a project similar to the one that is the subject of this RFP), including address and telephone number of each, identifying a contact person.

D. For the past five years, provide information regarding any material sanction, penalty, or fine assessed by a federal, state, or local governmental entity regarding the management and operation of Properties reflected in this RFP by the proposing firm, its principles, or other individuals and/or entities with greater than 10% interest in the proposing firm. This should include reports issued by entities such as but not limited to the United States Department of Housing and Urban Development, California Housing and Community Development Department, county jurisdictions, or any federal or state court.

This should also include any bankruptcy filings of the firm its principal proposer, including any individual and/or entity with material interest (greater than 10% interest) in the proposing firm or to which management of the Properties shall be entrusted.

E. Conflict of Interest Disclosure: Provide disclosure of any familial relationships or financial interests with current City of San Dimas employees including by not limited to the members of the City Council, City Attorney, City Manager, Assistant City Manager, Senior Staff, Managers, and/or City staff.

1. Familial relationships include direct blood, adoption, relations by marriage/domestic partnership, or other amorous relationship from a principal or individual with material interest in the firm with a City employee of the first or second degree (includes uncles/aunts, first cousins, grandparents/grandchildren, parents, siblings, or such relationships between such individuals and a City employee).

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9 2. Financial interests include any property, contractual, or financial relationship with a City employee who has decision-making, oversight, reporting or other material responsibility over the services and agreement reflected in the RFP.

IV. SELECTION PROCEDURE
A. EVALUATION CRITERIA When selecting the Firm, the skill and ability of the entity or person performing the services is a key component of the selection criteria.

Cost will be only one factor in determining the selection. All proposals will be evaluated using the following criteria.

1. Quality and completeness of proposal

2. Quality of the proposed services to be provided

3. Ability and experience of team members assigned to work on the project

4. Ability, experience and fit of the firm, its team, and capacity to provide the scope of services

5. Creativity and insight of proposal

6. Proposal cost
B. The City reserves the right to award the contract to any Proposer and may award such contract to a Proposer that is not the lowest responsive Proposer and/or based on an evaluation of the totality of the criteria, submitted information, and/or any other information as may be available at the time of the award.

C. EVALUATION PROCEDURE Evaluation of the proposals will be performed by City staff who will assess the qualifications, experience and ability to perform the work of each property management firm based on the criteria listed above. An oral interview with one or more of firms may be requested after written proposals have been received and reviewed by the City. At the time of the interview, representatives of the firm shall be prepared to clarify and elaborate on the details set forth in the firm’s proposal. After the interview, if applicable, the City will proceed with negotiating with the selected firm. Other firms not selected will be notified.

V. GENERAL INFORMATION FOR PROPOSALS
The prospective property management firm shall submit three (3) hard copies, by courier or in person, of its proposal to the City not later than at 3:00 P.M. Ensure you receive confirmation of receipt by the City.

A. Any questions related to the project and/or this RFP shall be directed to the staff member identified at the top of this RFP.

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10 B. The proposal shall be signed by an authorized official of the firm.

C. All costs incurred in the preparation of the proposal shall be the sole responsibility of the firm.

D. The City reserves the right to reject any and all proposals and to request additional information concerning any proposal for purposes of clarification.

E. If awarded a contract, the property management firm shall maintain insurance coverage, including worker’s compensation, reflecting the minimum amounts and conditions specified by the City.

F. The terms and scope of the contract shall be arranged on the basis of professional negotiations between the City and the prospective firm. If the City and the prospective firm fail to reach a contractual agreement, the City may then negotiate with any other firm that responded to this RFP. A draft agreement has been included herein for reference only and is subject to revision at the City’s discretion where necessary.

G. The firm will comply with access of records, conflict of interest, and other laws and contract provisions as required.

VI. TERMS AND CONDITIONS
A. Issuance of this RFP does not commit the City to award a contract for services.

B. The City retains the right to reject any and all submittals.

C. Once submitted, the proposals become the property of the City.

D. The firm selected to perform the scope of services described in this RFP will be required to obtain and maintain a City of San Dimas Business License and any other federal, state of local licenses and permits required now or hereafter. For more information regarding the Business License process, or to obtain a Business License application packet, please visit the City’s Business License webpage at:
https://sandimasca.gov/departments/administrative_services/finance_division/busi ness_license___related_permits.php
E. The information presented in this RFP and in any report or other information provided by the City is provided solely for the convenience of the interested parties.

It is the responsibility of interested parties to assure themselves that the information contained in this RFP or other documents is accurate and complete. The City and its advisors provide no representations, assurances or warranties pertaining to the accuracy of the information.

F. The City may use any and all ideas and materials included in any submittal, whether or not the respondent is selected.

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11 G. Proposals and all other information and documents submitted in response to this RFP are subject to the California Public Records Act, California Government Code §§ 6250 through 6276.48) (CPRA), which generally mandates the disclosure of documents in the possession of the City upon the request of any person, unless the content of the document falls within a specific exemption category. Proprietary information, such as financial information on the Proposing firm, shall not be disclosed unless required by law.

H. Non-Liability: By participating in the RFP process, each respondent agrees to hold the City and its and their officers, employees, agents, representatives, and consultants harmless from all claims, liabilities, and costs related to all aspects of this RFP.

VII. ANTICIPATED SELECTION PROCESS TIMELINE
Project Benchmarks Date
RFP Issuance XXXXX
Questions Due XXXXX
Proposals Due XXXXX
Review by City Council XXXXX
VIII. ATTACHMENTS
A. Proposed Draft Property Management Contract
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01171.0013/837056.2 1

AGREEMENT FOR MANAGEMENT SERVICES
Charter Oak Mobile Home Estates
&
Monte Vista Place Senior Apartments
This Agreement is made this day on __________, 2026 by and between THE CITY OF SAN DIMAS HOUSING AUTHORITY and THE CITY OF SAN DIMAS (hereafter "Owner") and ______________________. (hereafter "Contractor").

In consideration of the property management services to be rendered by Contractor pursuant to this Agreement, Owner hereby designates Contractor as the exclusive Management Contractor and representative of Owner, for the purposes of managing and operating for Owner's account, the properties owned by Owner and located at 801 W. Covina Blvd in the City of San Dimas, California and commonly known as CHARTER OAK MOBILE HOME ESTATES (hereinafter called the "Park") and at 105 N. Monte Vista Place, San Dimas, California and commonly known as MONTE VISTA PLACE SENIOR APARTMENTS (hereinafter referred to as “Apartments). Collectively the two locations are referred to herein as the “Properties.”
I. Definitions and Rules of Interpretation.

Unless the context clearly requires otherwise, words of the masculine, feminine or neuter gender shall be construed to include each other gender when appropriate and words of the singular number shall be construed to include the plural number and vice versa, when appropriate. All the terms and provisions hereof shall be construed to effectuate the purposes set forth in this Agreement and to sustain the validity hereof.

The titles and headings of each section of this Agreement have been inserted for convenience of reference only, are not to be considered a part hereof and shall not in any way modify or restrict any of the terms or provisions hereof or be considered or given any effect in construing this document or any provision hereof or in ascertaining intent, if any question of intent shall arise.

II. Appointment of Contractor
Owner hereby appoints the Contractor exclusively to rent, lease, operate, manage and maintain the Properties, upon the terms hereinafter set forth herein. The Contractor hereby accepts such appointment as an independent contractor and agrees to the terms and conditions set forth herein.

III. Powers and Duties of Contractor
A. Generally. The Contractor shall manage, operate and maintain the Properties for the period and upon the terms herein provided, and to furnish the services of its organization for the operation, management and maintenance of the Properties, according to generally accepted procedures and practices usual and customary to management of a senior mobile home parks and senior apartments or as otherwise DRAFT

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01171.0013/837056.2 2
required by the Owner. Such services shall include, but not be limited to, the customary and ordinary maintenance and repair of the Property and its improvements, fixtures, appurtenances and grounds.

The Contractor shall engage in the appropriate procurement of any and all services and utilities in the reasonable opinion of Contractor, subject to Owner budgeting approval, necessary for the property management and maintenance of the Properties, including, but not limited to, water, electricity, gas, fuel, telephone, vermin extermination, refuse hauling, window cleaning and janitorialservices.

The Contractor shall do everything reasonably necessary for the property management of the Properties including, without limitation thereto, periodic inspections, handling all tenant requests and negotiations, supervision of maintenance, arranging for any improvements and alterations as may be required or requested of Owner, purchasing all materials and supplies, contracting with independent contractors to supply services, and expending such sums as Contractor deems necessary to accomplish the foregoing.

Contractor shall obtain approval from Owner for any expenditure for repairs, improvements or work in excess of five thousand dollars ($5,000.00) for any one item or repair/replacement, except monthly or recurring operating charges and/or emergency repairs in excess of the maximum, if in the opinion of Contractor such repairs are necessary to prevent additional damage or greater total expenditure or to protect the Properties from damage or to maintain services or conditions to the tenants as called for by their tenancy. The Contractor shall notify the Owner promptly whenever emergency repairs have been ordered or when any such action will result in the Contractor exceeding the approved budget for the appropriate line item to which such expenditure shall be accounted.

B. Inspections. The Contractor shall conduct regular inspections and assessments to ensure health, safety, and compliance with federal, state, and local codes, regulations, and/or agreements and to ensure proper functioning and condition of capital assets. Capital assets include land, improvements to land, buildings, building improvements, vehicles, machinery, equipment, infrastructure and all other tangible or intangible assets used in operations. The inspections and assessments shall include, but not be limited to the following

1. Annual. Once a year, the Contractor shall conduct a comprehensive inspection to ensure compliance with requirements of the California State Department of Housing and Community Development (HCD). The areas of inspection will include guidance provided by the HCD and HCD’s Mobilehome Park Inspection Operator Information Booklet (latest edition and as updated) as well as the Properties. Owner will provide a written report identifying deficiencies, planned resolution, and date to complete DRAFT

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01171.0013/837056.2 3
resolution for each deficiency.

2. Monthly. Every month, the Contractor shall conduct an inspection of common areas to identify health, safety, maintenance, or quality of life issues within common areas and capital assets.

3. Weekly. On a weekly basis at the Apartments, the Contractor shall conduct a walking inspection of common areas and/or within public view to identify visible health and safety deficiencies, maintenance, or quality of life issues.

4. Daily. On a daily basis at the Park, the Contractor shall conduct a walking inspection of common areas and/or within public view to identify visible health and safety deficiencies, maintenance, or quality of life issues.

C. Other Inspections. The Owner may request other inspections involving Owner concerns as necessary.

D. Owner Inspections. The Owner may conduct inspections of Properties as determined by the Owner. The Contractor shall not abridge or impair Owner’s ability, timing or scope of inspection.

E. Compliance with Law. The Contractor shall operate the Properties in compliance with all current and future provisions of federal law, the Mobile Home Residency Law (California Civil Code 798 et seq.), Title 25 of the California Administrative Code, California State law, City Municipal Code and all other applicable law, including but not limited to, any rent control ordinance or Mobile Home Accord now in effect or hereinafter enacted, and shall maintain any and all records necessary and proper to show compliance therewith.

F. Rent of Properties. The Contractor shall use best efforts to secure and/or retain residents for the Properties, including the rental, repair and maintenance of any Apartment units or mobile homes situated at the Park which are owned or leased, or may hereinafter be owned or leased, by the Owner. Contractor shall collect lease applications, additional information as required by the Owner or other authoritative law or regulation and submit recommendations for approval to Owner. Owner’s Housing Manager shall make the final determination within 5 working days of receipt of application to accept a rental applicant. In the event that Owner fails to respond within five (5) days, Contractor may make a final determination on the application. Contractor will finalize all paperwork to perfect the lease and secure the tenancy. The form of any rental agreement shall be approved by Owner. Any necessary advertising to rent or lease the Properties shall be done in the name of the Park or Apartments, and shall be paid for as an Operation and Maintenance Expense pursuant to Section IX hereof.

Contractor shall have the authority and exclusive right to negotiate leases and month-to-month tenancies with existing and prospective tenants upon terms and conditions approved by the Owner. All leases over one (1) year shall be approved by the Owner. The Contractor shall have the authority to: (i) sign, renew DRAFT

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and/or cancel rental/lease agreements with the approval of Owner and in a form approved by the Owner for the Properties or any portion thereof; (ii) collect rents, security deposits, or other charges and expenses due or to become due and give receipts thereto; (iii) sign and serve in the name of Owner such notices as are appropriate; (iv) upon approval of Owner, serve legal notices and assist local authorities and Owner with the removal or eviction of any tenant.

G. Repairs. The Contractor shall have the right to make, or cause to be made and supervise repairs, decorations and alterations to the Properties, to purchase supplies and to pay all bills therefore, subject in all respects to the provisions of Section IX.

Contractor will notify City of all repair work exceeding one thousand dollars ($1000.00) and any such work shall require the payment of prevailing wages.

Contractor will obtain City approval for all work exceeding five thousand dollars ($5000.00). The Contractor agrees to obtain a minimum of three (3) estimates for any such single repair, except for emergency repairs, exceeding five thousand dollars ($5,000). Any new construction, alteration, installation, demolition or repair work over twenty-five thousand dollars ($25,000) or maintenance work over fifteen thousand dollars ($15,000) shall also require contractor and project registration with the California Department of Industrial Relations (DIR).

Contractor shall submit the appropriate documentation to (DIR) with a copy to the City. Public bidding procedures may be required for larger repair projects and Contractor shall cooperate with Owner to determine the necessity of any such project. In the event emergency repairs are necessary, written notification must be provided to the Owner within three (3) business days.

H. Utilities. The Contractor shall have the right to make contracts, in the capacity of agent for the Owner and in the Owner’s name, for electricity, natural gas, fuel, water, telephone, cable TV, trash or rubbish hauling, gardening services, pool services and other services or such of them as the Contractor shall deem advisable and/or as required by the rental/lease agreements with the residents of the Properties and the management polices as they may from time to time be amended by the Owner.

I. Contractor Employees. The Contractor shall have the right to hire, discharge and supervise all labor required for the maintenance and operation of the Properties.

All such employees shall be the employees of the Contractor and shall be adequately bonded, as required by Owner in Section IV Bonds and Insurance. Any such employees shall be compensated by Contractor. The cost of such employees shall be provided for in the annual budget and identified separately from the Management Fee set forth herein. Such employees shall be used solely for the maintenance and operation of the Properties. Contractor shall provide Owner with copies of titles, job descriptions and qualifications for all Contractor employees working on the Properties. In addition to the On-site Property Manager and Maintenance employee positions, Contractor will also utilize outside service providers for the maintenance and operation of the Properties.

J. Collection and Disposition of Gross Park Revenues. The Contractor shall collect DRAFT

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and dispose of all rents and other charges which at any time are due or become due from any resident of the occupying space in the Park or the Apartments, or from others for services provided in connection with, or for the use of the Properties or any portion thereof.

From gross revenues collected from the Properties, Contractor shall:

1. Pay all operating expenses incurred through renting, servicing, maintaining or repairing the Properties, including budgeted labor costs and such other expenses in connection with the properties as may be authorized by the Owner.

2. Deduct Contractor’s management fee described under Section VII, below and any other fees due to the Contractor under the terms of this Agreement.

3. Pay real and personal property taxes and other taxes or assessments levied and assessed against each Property should such obligation be on the Owner.

Contractor shall establish a reserve for such payments by withholding from gross revenues an amount equal to the estimated annual taxes and then pay such taxes from the reserve prior to delinquency.

K. Cooperation in Litigation. The Contractor shall assist Owner, Owner’s legal counsel, or Owner’s insurance carrier, in any ongoing litigation or litigation hereafter filed by any resident, potential resident, or any other person(s) related to the ownership or operation of the Park.

L. Enforcement of Rules. The Contractor shall fairly and uniformly enforce the rules and regulations of each Property, within the required guidelines of state, county and city rules and regulations as well as the apartment and mobile home industries, as they now exist or as hereinafter agreed upon amendments by the Owner and Contractor.

M. Processing Complaints. The Contractor shall receive complaints (complaints include any service requests) of residents of the Properties in writing, absent exigency requiring an immediate response, and respond to such complaints in a timely fashion. Contractor will ensure that there is an initial point of contact for each Property to resolve complaints at the site level. Contractor will further provide, as needed, for a review of any unresolved complaints at its own management level to attempt to resolve any complaints without Owner involvement. As specified and agreed to by the Owner, the Contractor agrees to document and maintain copies of any such complaints received with the inclusion of, but not limited to, a serialized complaint number (for example: 2022-Complaint-0001), date of receipt, complainant, category of complaint, and description of complaint. Documentation for each complaint will include correspondence from Contractor, Owner’s employees, Residents, or where applicable, the Owner and/or external entities, in a manner that maintains the totality of the initial complaint, processing and documented satisfactory resolution, final resident closing document critiquing the DRAFT

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implemented resolution, and any other pertinent information with the same serialized complaint number. Contractor shall maintain complaint records for such period as required by law or five years, whichever is longer, in a manner easily accessible to the Owner and shall make them available for the Owner’s inspection upon request. Contractor will provide a copy of the Complaint Log to the Owner each month showing the complaint and how it was resolved or steps taken in the unresolved cases. In the event that the Contractor is unable to resolve a compliant to the satisfaction of the complainant, such complaint shall be forwarded to Owner as provided below.

1. Classification of Complaints
Owner and Contractor can define more explicit criteria establishing the classification, response time, adequacy of resolution or other aspects necessary for processing complaints as deemed necessary by the Owner and subject to the Owner’s sole determination.
(a) Routine – Defined as normal and customary maintenance, park behavior, park or other regulation violation and operational concerns that do not constitute an imminent and/or significant health and safety risk nor requires immediate response to avoid risk liability or reputational exposure to the Properties or Owner. (i) The Contractor will resolve the complaint and respond to the resident regarding the resolution. Contractor shall have final say and responsibility with respect to response and
resolution.
(ii) Appeal to Owner: No appeal shall be granted.
(b) Intermediate – Defined as non-routine activity that does not require an immediate response but constitutes an ongoing or substantial violation of the Agreement, federal state or local laws and regulations, substantially impairs the lifecycle viability of a capital asset or constitutes an ongoing failure to adequately resolve a routine complaint.
(i) The Contractor will resolve the complaint and respond to the resident regarding the resolution.
(ii) The Contractor shall advance the complaint with all supporting materials to the Owner for review. As deemed necessary by Owner, Owner will review and establish an
additional required resolution response which will be
promptly implemented by the Contractor or as otherwise
directed by the Owner.
(iii) A Routine complaint can be upgraded for review similarly DRAFT

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to an Intermediate complaint when the resident can establish that such complaint should have been classified as
Intermediate or above.
(iv) If the Owner deems the complaint was appropriately classified as Routine, the Owner shall return the complaint to the resident and Contractor as “Appeal Denied.” Such action shall be final and not appealable.
(c) Critical/Fraud – Defined as an imminent threat to life safety, health, and welfare where delayed response will significantly and reasonably expose residents to threat of death, significant injury, or the Owner to significant liability. Such complaints shall include any criminal allegation of fraud, violation of law, gross negligence of the Contractor or where Contractor is willfully negligent in addressing a serious or ongoing intermediate concern.
(i) The Contractor shall provide a receipt confirmation within 4 hours during regular business hours or as quickly as possible during non-business hours to the resident and initiate the appropriate action.
(ii) Resident may submit Critical/Fraud complaints to both Contractor and Owner simultaneously. Contractor shall
advance the complaint to the Owner no more than 4 hours after receipt of the Critical/Fraud complaint during regular business hours or as quickly as possible during non-business hours.
(iii) The Contractor shall advance the complaint with all supporting materials to the Owner for review.
(iv) Owner will review all Critical/Fraud complaints. In the case further action is necessary, the Owner will provide the Contractor, or other entity, direction and a timeline for implementing the appropriate resolution. Owner’s direction shall constitute a binding obligation on the Contractor. (d) mySanDimas. The Contractor shall accept complaints through the mySanDimas City service request system from residents, the Owner, or any other source and shall treat such complaints as provided under this section, M. Processing Complaints.
(e) Dispute Resolution. In the case of any unresolved dispute between a resident and the Contractor/Owner or concern of non-performance on an obligation of the Contractor/Owner which is not resolved by the Contractor/Owner, the resident can request a hearing before the City’s independent hearing officer.

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(i) Procedure
(A) Resident requests a hearing within thirty (30) days of the date of final resolution by Contractor/Owner (i.e.

Contractor/Owner response, incident, etc.).
(B) Upon decision of the hearing officer, the Owner will provide a written decision to the resident.
(C) The hearing officer decision shall be considered
final.

N. Books and Records. The Contractor shall keep adequate books and records and, in a form, acceptable to Owner, in connection with all matters arising under the terms of this Agreement for period required by law or five years, whichever is greater.

Contractor shall render to Owner a monthly statement showing all receipt and disbursement, together with supporting vouchers, if requested, and reflecting the financial condition and property maintenance of the Property for the month immediately preceding. Contractor shall allow Owner, during normal business hours, access to the records and correspondence of the Contractor pertaining to any transaction arising out of this Agreement. Records shall be made available in an electronic format suitable for viewing by the Owner at any time. At the close of each Fiscal Year, the Contractor shall, pursuant to a written request of Owner, allow the books of the operating accounts to be examined and/or audited by a certified public accountant, selected by Owner, who shall transmit a copy of his/her report to Owner within ninety (90) days after the close of each Fiscal Year. In the event of the termination of this Agreement by Owner or the Contractor, the Contractor specifically agrees to turn over to Owner, or its authorized representative, at a date of such termination or withdrawal, all records, correspondence and documents pertaining to the Properties. Records required to be maintained by this section shall include, but not be limited to, all leases, complaints, expenses, repair or maintenance contracts, financial records, and an up-to-date roster of all tenants currently occupying the Properties along with current contact information for each.

IV. Bonds and Insurance
A. Fidelity Bond. The Contractor shall maintain a fidelity bond, or other insurance, on all officers and employees of the Contractor who collect or have custody of or access to Gross Park Revenues, the Operation and Maintenance Fund or any other revenues, moneys, income or deposits related to operation of the Properties. Such fidelity bond shall be in an amount equal to $500,000. Owner shall be designated as loss payees on any such fidelity bond or insurance policy.

B. Maintenance of Errors and Omissions Insurance. The Contractor shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date DRAFT

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must be before the effective date of this agreement and Contractor agrees to maintain continuous coverage through a period no less than six (6) months after completion of the services required by this agreement.

C. Maintenance of Workers’ Compensation Insurance. The Contractor shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000). Contractor shall submit to the Owner, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of the Owner, its officers, Contractors, employees and volunteers.

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

E. Additional insured status. General liability policies shall provide or be endorsed to provide that Owner and its officers, officials, employees, Contractors, and volunteers shall be additional insureds under such policies.

This provision shall also apply to any excess/umbrella liability policies.

F. Crime Insurance. Contractor shall maintain commercial crime insurance which shall be written on a “loss sustained form” or “discovery form” with limits of not less than $1,000,000 per occurrence for Employee Dishonesty, Fraud, Depositor Forgery, Money Orders & Counterfeit money, Fraudulent Fund Transfers, and Theft by Electronic Means. Said policy shall also include coverage for Money & Securities – On and Off Premises – including transportation by messenger, Fraudulent Instruction, Robbery and Burglary with limits of not less than $1,000,000 per occurrence. Owner, its officers, employees, and Contractors shall be named as Loss Payees. If the policy is written on a “discovery form,” it must include an extended reporting period of not less than six (6) months.

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

H. Cyber Security & Privacy Liability Insurance. Contractor shall procure and maintain Cyber Security and Privacy Liability insurance with limits of $1,000,000 per occurrence/loss, $2,000,000 aggregate which shall include the following coverage:

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1. Liability arising from the theft, dissemination and/or use of confidential or personally identifiable information; including credit monitoring and regulatory fines arising from such theft, dissemination or use of the confidential information.

2. Network security liability arising from the unauthorized use of, access to, or tampering with computer systems, including hacker or denial of service attacks.

3. Liability arising from the failure to render professional services.

I. If coverage is maintained on a claims-made basis, Contractor shall maintain such coverage for an additional period of six (6) months following termination of the contract.

J. Contractor shall be responsible for cost of all bonds and insurance listed in Section IV, subsections C, D, and G. All remaining bonds and insurance costs shall be either waived by Owner or be the Owner’s responsibility. The Cost of any such additional insurance will be based on either the payroll or the income associated with the Properties and will be billed on a monthly basis with the Management Fee.

V. Indemnification
To the fullest extent permitted by law, Contractor shall indemnify and hold harmless Owner and any and all of its officials, employees, officially sanctioned volunteers and Contractors (“Indemnified Parties”) from and against any and all losses, liabilities, damages, costs and expenses, including legal counsel’s fees and costs, caused in whole or in part by the negligent or wrongful act, error or omission of Contractor, its officers, Contractors, employees or subconsultants (or any agency or individual that Contractor shall bear the legal liability thereof) in the performance of services under this agreement. Contractor’s duty to indemnify and hold harmless Owner shall not extend to the Owner’s sole or active negligence.

The Contractor shall notify Owner and its insurers in writing as soon as possible after notice of any injury or claim is received, and the Contractor taking no actions which will operate to bar Owner from obtaining any protection afforded by any policies of insurance it may hold or which tend to prejudice the defense in any such legal proceedings, or otherwise prevent Owner from protecting itself against any such claim, demand or legal proceeding. It is understood that Owner shall have the sole and exclusive right to conduct the defense of any such claim, demand or legal proceeding.

In the event the Owner, its officers, employees, Contractors and/or officially sanctioned volunteers are made a party to any action, lawsuit, or other adversarial proceeding arising from the performance of the services encompassed by this agreement, and upon demand by Owner, Contractor shall defend the Owner at Contractor’s cost or at Owner’s option, to reimburse Owner for its costs of defense, including reasonable attorney’s fees and costs incurred in the defense of such matters to the extent the matters arise from, relate to or are caused by Contractor’s negligent DRAFT

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01171.0013/837056.2 11
acts, errors or omissions. Payment by Owner is not a condition precedent to enforcement of this provision. In the event of any dispute between Contractor and Owner, as to whether liability arises from the sole or active negligence of the Owner or its officers, employees, or Contractors, Contractor will be obligated to pay for Owner’s defense until such time as a final judgment has been entered adjudicating the Owner as solely or actively negligent. Contractor will not be entitled in the absence of such a determination to any reimbursement of defense costs including but not limited to attorney’s fees, expert fees and costs of litigation.

VI. Term of Agreement
A. Term. The term of this Agreement for Management Services shall commence on ______________ and shall end on _____________. The Agreement may thereafter be extended for a period not to exceed an additional five (5) years upon the written agreement of both parties and after Owner’s evaluation of Contractor’s performance during the initial term.

B. Termination by Owner. Owner shall have the right to terminate this Agreement with or without cause, at any time upon one hundred eighty (180) days prior written notice to the Contractor.

C. Termination by Contractor. The Contractor shall have the right to terminate this Agreement, with or without cause, at any time upon one hundred eighty (180) days’ prior written notice to Owner.

D. Hardship Extension. In the case of hardship due to Contractor’s termination of the Agreement and upon written request by the Owner, the Contractor will consider and not unreasonably withhold consideration of an extension to the notice provided in Section VI.C of up to an additional one hundred eighty (180) days to facilitate a smooth transition.

VII. Compensation
The Contractor shall be paid, as a monthly Operation and Maintenance Expense, a monthly Management Fee in the amount $ _____ per month for the Park and $______ per month for the Apartments. For the purpose of this section, Gross Revenue shall mean total revenue collected from leases and month-to-month tenancies of Properties minus any credits provided by Owner to such Properties.

VIII. Adoption of Annual Budgets
Not later than May 1 in each Fiscal Year during the term of this Agreement, the Contractor shall develop, prepare, and propose with Owner a proposed annual and multiyear operating budget and capital improvement plan for each of the Properties reflecting the details required by the Owner to ensure oversight of activities for the Properties. The capital improvement plan will be supported by a periodic condition assessment of the Properties and will project the annual projects, cost estimates, and timing of capital improvements over a 5-and-10 year period. Not later than July 1 in each year DRAFT

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01171.0013/837056.2 12
during the term of this Agreement and subject to overall appropriation by the Owner, Owner shall approve a Budget for each Property.

IX. Payment of Operation and Maintenance Expenses; the Operation and Maintenance Funds
A. Owner and the Contractor hereby agree to maintain a separate trust account for each Property to be designated the “Charter Oak Operation and Maintenance Fund” and the “Monte Vista Operation and Maintenance Fund” to be held in the name of Owner. Contractor may use a financial institution of its choosing, subject to approval by Owner. The Contractor shall have the right to sign checks on and withdraw money from each Operation and Maintenance Fund for the purpose of paying Park or Apartment Operation and Maintenance Expenses authorized by this Agreement.

B. Contractor shall deposit all revenues from the Properties into the appropriate Operating and Maintenance Fund account.

C. Contractor may withdraw from the appropriate Operating and Maintenance Fund Account to pay any utilities, contractors or other expenses authorized by this Agreement, including the management fee for each Property.

D. In the event that any item of expense is incurred which is not included in the Park or Apartment budget, the Contractor shall promptly notify Owner of such fact, and shall provide Owner with such additional information relating to such item as Owner may request.

E. On or before the fifteenth (15th) day of each month, Owner shall transfer by wire all remaining net operating revenues minus one month’s projected expenses for the preceding month to U.S. Bank National Association as Trustee as provided in the Indenture of Trust by and between the San Dimas Housing Authority and U.S. Bank National Association for the Refunding Bond Series 2020A entered on October 1, 2020. Owner shall separately provide account and transfer information.

X. Events of Default; Remedies
A. Monetary Defaults. In the event that the Contractor shall fail to observe and perform any covenant, condition or agreement on its part required to be observed or performed by this Agreement with respect to payment, collection and/or deposit of moneys (including but not limited to, the maintenance of all insurance policies required hereunder, collection of revenues, transfer of revenues, and payment of Park or Apartment Operation and Maintenance Expenses), and such failure shall continue for a period of five (5) days after Owner gives written notice to the Contractor of such default (unless the Owner shall agree in writing to an extension of such period prior to its expiration), then Owner may terminate this Agreement for Management Services and replace the Contractor.

B. Non-monetary Defaults. In the event that the Contractor shall fail to observe and DRAFT

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perform any covenant, condition or agreement on its part required to be observed or performed by this Agreement for Management Services (other than those monetary defaults specified in paragraph (a) of this Section), and such failure shall continue for a period of thirty (30) days after Owner gives written notice to the Contractor of such default (unless the Owner shall agree in writing to an extension of such time prior to its expiration), then Owner may terminate this Agreement and replace the Contractor.

C. Additional Remedy. If Contractor has been found to be in breach of the Agreement for Management Services by a court and ordered to pay resulting damages or costs to the City, then City may deduct such an amount from any payments owed to Contractor under the management contract or seek other remedy as allowed by law.

XI. Assignment; Third Party Beneficiaries
A. This Agreement, and the rights hereunder shall not be assignable by either party without the written consent of the other party.

B. Nothing in this Agreement shall be read or construed so as to grant a third-partybeneficiary interest herein to any party.

XII. Severability
If any Section, paragraph, sentence, clause or phrase of this Agreement shall for any reason be held illegal, invalid or unenforceable, such holding shall not affect the validity of the remaining portions of this Agreement. The parties do hereby declare that they would have entered into this Agreement and each and every other Section, paragraph, sentence, clause or phrase hereof and authorized this Agreement irrespective of the fact that any one or more Section, paragraphs, sentences, clauses, or phrases of this Agreement may be held illegal, invalid or unenforceable.

XIII. Execution in Counterparts
This Agreement may be simultaneously executed in multiple counterparts, all of which shall constitute one and the same instrument, and each of which shall be deemed to be an original.

XIV. Governing Law
This Agreement shall be construed and governed in accordance with the laws of the State of California.

XV. Amendment
The Contractor and Owner may amend this Agreement at any time. Such amendments shall have no effect until mutually agreed and executed in a written amendment to this Agreement.

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01171.0013/837056.2 14
XVI. Conflict with Rules and Regulations
In the event any of the provisions of this Agreement conflict with any of the rules and regulations of the Park or Apartments, the provisions of this Agreement shall govern.

XVII. Conflict with State, County or City Law and Regulations In the event any of the provisions of this Agreement conflicts with any of the laws and regulations of the State of California, County of Los Angeles, or City of San Dimas, as applicable to the City of San Dimas, the provisions of the State, County, and City law and regulations shall govern.

IN WITNESS WHEREOF, the parties hereto have executed this Agreement on __________, 2022.

MANAGER:
_____________________________________________-.

Date: ________________________________
By: ________________________________
Name: _________________
Address: ______________________
______________________
OWNER:

San Dimas Housing Authority
Date: ________________________________
By: ________________________________
Name: Brad McKinny, Executive Director
Address: 245 E. Bonita Avenue
San Dimas, CA 91773
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Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of June 9, 2026
From: Brad McKinney, City Manager
Prepared by: Cindy Balderas, Human Resources Manager
Subject: Approve Resolution 2026-37 Adopting Updated Citywide Pay Schedules for All City Officers and Employees and Replacing and Superseding All Prior Resolutions Pertaining Thereto
____________________________________________________________________________

SUMMARY
Resolution 2026-37 updates the City-wide salary schedule with a 3.4% COLA in order to comply with the provisions of the current Teamsters, Local 986 Memorandum of Understanding (July 1, 2025, through June 30, 2028), Resolution 2025-33 for the Unrepresented Executive Employees and Resolution 2025-34 for the Unrepresented Confidential Employees.

RECOMMENDATION
Staff recommends that the City Council:
• Approve Resolution 2026-37, Adopting Updated Citywide Pay Schedules for All City Officers and Employees and Replacing and Superseding All Prior Resolutions Pertaining Thereto.

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

FISCAL IMPACT
The fiscal impact for this action is approximately $340K and has been included in the Fiscal Year 2026-27 budget.

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Approve Resolution 2026-37 Adopting Updated Citywide Pay Schedules for All City Officers and Employees and Replacing and Superseding All Prior Resolutions Pertaining Thereto

Page 2 ends

For the Meeting of June 9, 2026

BACKGROUND
On June 10, 2025, the City Council approved the Memorandum of Understanding (MOU) between the City of San Dimas and the International Brotherhood of Teamsters, Local 986 (July 1, 2025, through June 30, 2028). Under Article 7, Wage Increase and Base Pay Table, it was mutually agreed that the City shall provide a 1% minimum to a 4% maximum Cost of Living Adjustment (COLA) increase to base wages based upon the Consumer Price Index for All Urban Consumers (CPI-U), all items index, not seasonally adjusted from March-to-March, as provided by the Bureau of Labor Statistics from the Los Angeles-Long Beach-Anaheim, CA area. In addition, Resolution 2025-33 for Unrepresented Executive Employees and Resolution 2025-34 for Unrepresented Confidential Employees include the same COLA provision.

DISCUSSION/ANALYSIS
The calculated CPI-based COLA for this upcoming fiscal year is 3.4% this is based upon the Consumer Price Index for All Urban Consumers (CPI-U), all items index, not seasonally adjusted from March-to-March, as provided by the Bureau of Labor Statistics from the Los Angeles-Long Beach-Anaheim, CA area. This 3.4% COLA will be effective beginning June 21, 2026, with a July 9, 2026, pay date.

ALTERNATIVES
There are no recommended alternatives with respect to this item.

Respectfully submitted,
Cindy Balderas
Human Resources Manager
Attachments:

1. Resolution 2026-37 Adopting Updated Citywide Pay Schedules for All City Officers and Employees and Replacing and Superseding All Prior Resolutions Pertaining Thereto

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ATTACHMENT 1
RESOLUTION 2026-37

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

LOS ANGELES, ADOPTING UPDATED CITYWIDE PAY SCHEDULES FOR ALL CITY

OFFICERS AND EMPLOYEES AND REPLACING AND SUPERSEDING ALL PRIOR

RESOLUTIONS PERTAINING THERETO
WHEREAS, Section 36506 of the California Government Code requires that the City Council fix the compensation of all appointive officers and employees by resolution or ordinance; and
WHEREAS, Section 2.08.030 of The San Dimas Municipal Code requires that the City Council fix the compensation of all officers and employees of the City by resolution; and WHEREAS, the City of San Dimas contracts with the California Public Employees' Retirement System ("CalPERS") to provide retirement benefits for its employees; and WHEREAS, California Code of Regulations (CCR), Title 2, Section 570.5 requires governing bodies of local agencies contracting with CalPERS to approve and adopt a publicly available pay schedule in accordance with public meeting laws where the pay schedule must identify each position by title, the individual pay rate amount or ranges for that position, and the time base upon which the amounts are based; and
WHEREAS, the City Council of the City now desires to approve and adopt an updated resolution fixing the publicly available pay schedule for all officers and employees of the City in accordance with the requirements of Section 36506 of the California Government Code, Section

2.08.030 of The San Dimas Municipal Code and California Code of Regulations, Title 2, Section 570.5.

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

SECTION 1. That the Fiscal Year 2026-27 Citywide Compensation Pay Plan contained herein is hereby approved and adopted in accordance with the requirements of Section 36506 of the California Government Code, Section 2.08.030 of The San Dimas Municipal Code, and California Code of Regulations, Title 2, Section 570.5.

SECTION 3. This resolution shall supersede and replace all previously adopted Salary and/or Pay Schedules in prior memorandums of understanding or pay/salary resolutions.

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Resolution 2026-37 Page 2
Adopting Updated Citywide Pay Schedules For All City Officers And Employees And Replacing And Superseding All Prior Resolutions Pertaining Thereto June 9, 2026
CITYWIDE COMPENSATION PLAN FY 2026-27
Effective 06/21/2026

FULL-TIME CLASSIFICATIONS RANGE MINIMUM MAXIMUM
Departmental Assistant 53 $26.93/hr. $32.73/hr.

Facilities Maintenance Worker I
Landscape Maintenance Worker I
Street Maintenance Worker I
55 $28.29/hr. $34.39/hr.

Accounting Technician
Administrative Assistant
City Clerk Specialist
Office Coordinator
57 $29.72/hr. $36.13/hr.

Building Permit Technician I
Equipment Mechanic
Facilities Maintenance Worker II
Landscape Maintenance Worker II
Street Maintenance Worker II
59 $31.23/hr. $37.95/hr.

Equipment Operator 60 $32.01/hr. $38.90/hr.

Building Permit Technician II
Code Compliance Officer
Management Aide
Recreation Coordinator
63 $34.47/hr. $41.90/hr.

Accountant
Housing Services Coordinator 66 $37.12/hr. $45.12/hr.

Assistant Planner* 67 $6,595/mo. $8,016/mo.

Human Resources Analyst
Management Analyst 68 $39.00/hr. $47.40/hr.

Building Inspector I
Code Compliance Supervisor f
Public Works Inspector
Public Works Maintenance Supervisor
71 $41.99/hr. $51.05/hr.

Recreation Supervisor 72 $43.04/hr. $52.32/hr.

Associate Planner* $7,648/mo. $9,296/mo.

IS/GIS Analyst 73 $44.12/hr. $53.63/hr.

Assistant Engineer
Landscape Maintenance Supervisor
74 $45.22/hr. $54.97/hr.

Building Inspector II 75 $45.42/hr. $55.21/hr.

Facilities Maintenance Supervisor 77 $47.72/hr. $58.00/hr.

Senior Management Analyst* 78 $8,478/mo. $10,305/mo.

Accounting Supervisor
Senior Building Inspector 79 $50.14/hr. $60.94/hr.

Associate Engineer*
Senior Planner*
80 $8,908/mo. $10,827/mo.

Housing Manager * 85 $10,078/mo. $12,250/mo.

Page 111 ends

Resolution 2026-37 Page 3
Adopting Updated Citywide Pay Schedules For All City Officers And Employees And Replacing And Superseding All Prior Resolutions Pertaining Thereto June 9, 2026
City Clerk*
Facilities Maintenance Manager*
86 $10,330/mo. $12,556/mo.

Information Systems Manager* 87 $10,588/mo. $12,870/mo.

Landscape Maintenance Manager*
Public Works Maintenance Manager* 88 $10,853/mo. $13,192/mo.

Engineering Manager*
Planning Manager*
Recreation Manager*
89 $11,124/mo. $13,521/mo.

Building & Safety Manager* 90 $11,402/mo. $13,859/mo.

Human Resources Manager* 92 $11,979/mo. $14,561/mo.

Parks & Recreation Director* 101 $14,961/mo. $18,185/mo.

Public Works Director* 102 $15,335/mo. $18,639/mo.

Community Development Director* 103 $15,718/mo. $19,105/mo.

Administrative Services Director* 104 $16,111/mo. $19,583/mo.

Assistant City Manager* 108 $17,783/mo. $21,616/mo.

City Manager* CM $25,798/mo.
*Exempt positions are not subject to the Fair Labor Standards Acts’ (FLSA) regular rate of pay requirements.

PART-TIME CLASSIFICATIONS RANGE MINIMUM MAXIMUM
Management Analyst 68 $39.00/hr. $47.40/hr.

Recreation Leader 129 $17.99/hr. $21.90/hr.

Building Maintenance Aide
Lifeguard
Senior Recreation Leader
133 $19.86/hr. $24.17/hr.

Recreation Specialist
Water Safety Instructor 135 $20.85/hr. $25.40/hr.

Instructor
Senior Lifeguard 139 $23.03/hr. $28.03/hr.

Intern
Shooting Stars Director 142 $24.79/hr. $30.19/hr.

Senior Office Assistant 144 $26.04/hr. $31.71/hr.

Supervising Lifeguard 146 $27.36/hr. $33.32/hr.

Program Instructor 151 $31.26/hr. $38.06/hr.

Parking Enforcement Officer I
Pool Operator 152 $31.74/hr. $38.65/hr.

Management Aide
Parking Enforcement Officer II 155 $34.17/hr. $41.62/hr.

Page 112 ends

Resolution 2026-37 Page 4
Adopting Updated Citywide Pay Schedules For All City Officers And Employees And Replacing And Superseding All Prior Resolutions Pertaining Thereto June 9, 2026
PASSED, APPROVED AND ADOPTED this 9th day of June, 2026. _________________________________
Emmett G. Badar, Mayor
ATTEST:
_____________________________
Debra Black, City Clerk

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES )§

CITY OF SAN DIMAS )
I, DEBRA BLACK, CITY CLERK of the City of San Dimas, California, do hereby certify that Resolution 2026-37, was duly adopted and passed at a regular meeting of the San Dimas City Council on the 9th day of June, 2026 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
_________________________________
Debra Black, City Clerk

Page 113 ends

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of June 9, 2026
From: Brad McKinney, City Manager
Prepared by: Scott Wasserman, Director of Parks & Recreation Subject: Approve a 2-year Contract Extension with Nieves Landscape, Inc. for Contract Landscape Maintenance Services
____________________________________________________________________________

SUMMARY
The contract for landscape services with Nieves Landscape, Inc. is scheduled to expire on June 30, 2026. Staff is requesting an extension of two years to the existing contract.

RECOMMENDATION
Staff recommends that the City Council:
• Approve the extension of the landscape maintenance services contract with Nieves Landscape, Inc., for a term of two years.

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

FISCAL IMPACT
The proposed two-year contract extension for landscape maintenance services with Nieves Landscape, Inc. includes annual increases that are tied to increases in the Consumer Price Index (CPI). The first year of the contract in Fiscal Year 2026-27 is for a not-to-exceed amount of $590,318.33. This reflects an increase of 2.9% over the previous year to correspond to the annual increase in the CPI of 2.9%. Fiscal Year 2026-27 also reflects a decrease of $10,731 related to the sunsetting of the Northwoods Assessment District on January 1, 2027. In Fiscal Year 2026- 27, the City will only pay Nieves to perform six months of maintenance in the Northwoods Assessment District instead of a full year. The Fiscal Year 2026-27 City budget includes an appropriation of $590,318.33 for the proposed landscape maintenance services.

Page 114 ends

Approve Contract Extension with Nieves Landscape, Inc. Page 2 For the Meeting of June 9, 2026
Year two of the contract will be reduced by an additional $10,731 related to the sunsetting of the Northwoods Assessment District. In year two of the contract, the City will no longer pay for Nieves to perform any maintenance in the Northwoods Assessment District. The annual cost of the contract in Fiscal Year 2027-28 will be $579,587.33 plus any increase related to an increase in the CPI since the previous year.

The current contract for landscape maintenance services expires on June 30, 2026. The contract is funded through a combination of funds from the General Fund, Landscape Parcel Tax, and revenue generated by the Boulevard Assessment District and Northwoods Assessment District. The contract allows an annual percentage rate adjustment determined by the Consumer Price Index from the U.S. Bureau of Labor Statistics.

BACKGROUND
The City of San Dimas contracts with Nieves Landscape, Inc. to provide landscape maintenance services at various locations throughout the City that include the Civic Center, city parks, medians, parkways, trails, bus stops and municipal parking lots. The current contract was executed in 2019 as a standard three-year agreement with two additional single-year extensions (for a total of 5 years). The contract was renewed for a single year in Fiscal Years 2024-25 and 2025-26. Nieves has performed well during the term of the contract and met all contract requirements. The current agreement is set to expire on June 30, 2026, if no action is taken to extend the agreement.

DISCUSSION/ANALYSIS
The City’s landscape maintenance operations are performed by a combination of City staff and contract maintenance crews. The current landscape maintenance contractor is Nieves Landscape, Inc. which provides basic maintenance services including mowing, edging, weeding, planting, pressure washing and trash pick-up/dumping for all City parks, trails, medians and bus stops. The current contract was publicly bid in 2019.

City staff has evaluated current industry costs for the Scope of Work for landscaping services and estimates a cost increase in excess of 20%, or approximately $116,882 per year, if the contract is re-bid. In contrast, the cost increase associated with the requested two-year extension would be limited to the annual increase in the CPI, which historically has been between 2.5%-3.5%. The CPI increase for 2026 is 2.9% which will translate to an increase of $5,905.76 to the contract for Fiscal Year 2026-27. This overall increase accounts for the decrease in the scope of the contract and cost savings of $10,731 resulting from the sunsetting of the Northwoods Assessment District on January 1, 2027.

If the City Council approves the two-year extension recommended by staff, the annual cost of the contract in Fiscal Year 2026-27 will increase by $5,905.76 to $590,318.33. As previously discussed, year two of the contract will cost $579,587.33 plus any increase in the CPI from the previous year. Year two of the contract also reflects a cost related to the sunsetting of the Northwoods Assessment District, as the City will no longer have an obligation to provide maintenance services to the Assessment District. Approval of the requested two-year extension could potentially save the City tens of thousands of dollars in Fiscal Year 2026-27 when compared to the alternative of rebidding the contract.

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Approve Contract Extension with Nieves Landscape, Inc. Page 3 For the Meeting of June 9, 2026

ALTERNATIVES
The City Council can elect to not extend the contract with Nieves Landscaping. Under this scenario, the City would release a Request for Bids to select a new landscape maintenance services contractor. As previously discussed, staff believes that re-bidding the contract will result in higher costs to the city.

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

1. Service Contract Extension

Page 116 ends

ATTACHMENT 1
SERVICE CONTRACT - EXTENSION - EFFECTIVE 07/01/26 – 06/30/28 CONTRACT: Landscape Maintenance
CONTRACTOR: Nieves Landscape, LLC.

The undersigned agrees to furnish all labor and materials to provide landscape maintenance for the City of San Dimas as set forth in the original contract dated May 14, 2019, and for established maintenance costs as set forth in the bid proposal for related services as requested.

Under the two-year Contract Extension, the cost of the contract in Fiscal Year 2026-27 includes a 2.9% increase to correspond to the increase in the Consumer Price Index since the previous year. Increases in year two of the contract in Fiscal Year 2027-28 will be limited to any increase in the Consumer Price Index since the prior year.

PRICE SCHEDULE with a 2.9% increase for 2026-2027

CURRENT FY PROPOSED FY PROPOSED FY
2025-2026 2026-2027 2027-2028
(annual) (annual) (annual)

1. Monthly Landscape Maintenance $579,830.36 $585,603.24 $574,872.24 plus CPI

2. San Dimas Golf Course Area $4,582.21 $4,715.09 $4,715.09 plus CPI Total $584,412.57 $590,318.33 $579,587.33 plus CPI
NIEVES LANDSCAPE, LLC.

By: ___________________________ _________________________ Signature Print
Title: _________________________ Date: _____________________ State Contractor’s License:

No.: ___________________ Class: __________________ Expires: ______________

CITY OF SAN DIMAS
________________________________ Date: _______________
Brad McKinney, City Manager
APPROVED AS TO FORM:

By:

Jeff M. Malawy, Agency Attorney
ATTEST:

Debra Black, Agency Clerk Page 117 – 644
Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of June 9, 2026
From: Brad McKinney, City Manager
Prepared by: Genevieve Amaro, Management Aide
Subject: Approve Resolution 2026-38 Authorizing Submission and Adoption of a Fiscal Year 2026-27 List of Projects Funded by Senate Bill 1, Road Maintenance and Rehabilitation Act of 2017
____________________________________________________________________________

SUMMARY
On April 28, 2017, the Governor signed Senate Bill 1(SB1), which is known as the Road Repair and Accountability Act of 2017 (SB1). SB1 was passed by the legislation as a means of providing additional funding for road maintenance, rehabilitation, and critical safety upgrades for State Highways, Local Streets, and Road Systems. SB1 increases the per gallon fuel excise taxes, diesel fuel excise taxes, and vehicle registration fees and provides for adjustments for inflation in future years.

This Bill created the Road Maintenance and Rehabilitation Act (RMRA). Prior to receiving any RMRA funds for any fiscal year, the City must submit an annual listing to the California Transportation Commission (CTC) of projects to be funded with RMRA funds. The deadline for project submission is July 1, 2026, for Fiscal Year 2026-27. San Dimas is anticipating receiving approximately $976,493 for FY2026-27. This amount in conjunction with funds from previous years will be enough to fund several projects. Any additional funds needed for project completion will be appropriated from other funding sources.

RECOMMENDATION
City staff recommends that City Council:

1. Approve the projects proposed for SB 1/Road Maintenance and Rehabilitation Act funding.

2. Adopt Resolution 2026-38 authorizing the approved list of projects to be submitted to the California Transportation Committee for SB 1/ Road Maintenance and Rehabilitation Act funds.

Page 118 ends

Adopt 2026-27 List of Projects Funded by Senate Bill 1, Road Maintenance and Rehabilitation Act of 2017 Page 2
For the Meeting of June 9, 2026
GOVERNMENT CODE §84308 APPLIES:
https://leginfo.legislature.ca.gov
No

FISCAL IMPACT
The proposed projects will use an estimated $1.5 million in RMRA funds, which have been accrued in previous years leaving a balance at the end of the year of approximately $658,000 in this restricted fund. The proposed streets are showing excessive wear and need extensive repairs. Repairing these streets will reduce the future maintenance cost required and will provide an aesthetically pleasing smooth street surface to our residents. Due to the size of the projects, the RMRA funds will only provide partial funding for the repairs. The remaining funding will be provided by other restricted funds such as the Gas Tax or Measure M.

Below are projects identified by Staff as applicable projects to receive SB1/RMRA funding. Please note that the projects will not be completely funded by RMRA monies. Other restricted funds will be used to fill funding gaps. The complete funding for these projects will be presented for Council approval with the FY 2026-27 budget.

Project
Name/Location Description
Estimated Start and
Completion Date
Month/Year
Estimated Useful
Life of Project
(Years)
Avenida Verde Vista
Et Al (Avenida Verde
Vista, Avenida
Colina, Calle Pajaros,
Paseo Robles, Paso
Madronas, Paseo
Olivos, Paseo
Castanos)
Repaving minor
concrete repairs, and
upgrades to
Accessible curb
ramps on Avenida
Verde Vista, Avenida
Colina, Calle
Pajaros, Paseo
Robles, Paso
Madronas, Paseo
Olivos, Paseo
Castanos
05-01-2027 to
06-30-2027 15-20 years
Tarryglen Et Al
(Heatherglen Lane,
Shadyglen Lane,
Bonnieglen Lane,
Tarryglen Lane,
Willowglen Lane and
Hollyglen Lane)
Repaving minor
concrete repairs, and
upgrades to
Accessible curb
ramps on
Heatherglen Lane,
Shadyglen Lane,
Bonnieglen Lane,
Tarryglen Lane,
Willowglen Lane and
Hollyglen Lane
05-01-2027 to
06-30-2027 15-20 years

BACKGROUND

Page 119 ends

Adopt 2026-27 List of Projects Funded by Senate Bill 1, Road Maintenance and Rehabilitation Act of 2017 Page 3
For the Meeting of June 9, 2026
The Road Repair and Accountability Act of 2017, Senate Bill (SB 1), approved in April 2017, provides local agencies with revenue restricted for use on Road and Transportation projects but includes “reasonable reforms to ensure efficiency, accountability, performance from each dollar invested to improve California’s transportation system” (SB 1). This Bill created the RMRA and the Road Maintenance and Rehabilitation Program. In addition, programs funded by this bill include the Local Partnership Program, the Active Transportation Program, the State Highway Operation and Protection Program (SHOPP), and Local Streets and Roads apportionments.

SENATE BILL 1
Senate Bill 1 is an investment in California’s transportation systems in the amount of about $1.5 billion per year through funding from the taxes outlined below:
• A 12¢ per gallon increase to the gasoline excise tax, effective November 1, 2017 • A 20¢ per gallon increase to the diesel fuel excise tax, effective November 1, 2017 • A new $25-$175 vehicle registration fee, based on the market value of the vehicle, effective January 1, 2018
• An additional new $100 vehicle registration fee on zero-emission vehicles model year 2020 and later, effective July 1, 2020
All taxes will be adjusted annually based on the Consumer Price Index. The funds generated by SB1 will be used for projects that include, but are not limited to, the following:
• Road maintenance and rehabilitation
• Safety projects
• Railroad grade separations
• Complete street components, including active transportation purposes, pedestrian and bicycle safety projects, transit facilities, and drainage and stormwater capture projects in conjunction with any other allowable project
• Traffic control devices
SB1 specifies the annual allocation of funds for a number of transportation programs listed in the bill. The remaining RMRA revenues, will be split 50/50 between the state highway and local streets maintenance and rehabilitation. SB1 continuously appropriates the RMRA revenues to cities and counties using the same formula that applies to the original gas tax passed in 1989.

This original tax is still in effect today and is 18¢ per gallon.in additional to the RMRA tax.

In order to receive SB1 funding, the City must comply with all relevant federal and state laws, regulations, policies, and procedures. The funding prerequisites have been codified in the Streets and Highway Code (SHC) and include the following:
• The City must submit a list of projects that have been adopted in the fiscal year’s budget at a regular public meeting to the California Transportation Commission (CTC). • The list of projects must include a description and location of each proposed project, a proposed schedule for the project’s completion (year/quarter is adequate), and the estimated useful life of the project.
• For each fiscal year in which RMRA funds are received and expended, the City must submit documentation to the CTC that includes a description and location of each completed project, by May 1, including the amount of funds expended on the project, the completion date, and the estimated useful life of the improvement.

Page 120 ends

Adopt 2026-27 List of Projects Funded by Senate Bill 1, Road Maintenance and Rehabilitation Act of 2017 Page 4
For the Meeting of June 9, 2026
• The City may spend its apportionment of RMRA funds on transportation priorities other than priorities outlined in SHC 2030(b) if the city or county’s average Pavement Condition Index (PCI) meets or exceeds 80.
• Agencies receiving RMRA Funds are required to sustain a Maintenance of Effort (MOE) by spending at least, the annual average of its General Fund expenditures during the 2009-10, 2010-11, and 2011-12 fiscal years for street, road, and highway repairs from the City’s General Fund.

MAINTENANCE OF EFFORT (MOE)
Agencies receiving RMRA Funds are required to sustain a Maintenance of Effort (MOE) by spending at least the annual average of its General Fund expenditures during the 2009-10, 2010- 11, and 2011-12 fiscal years for street, road, and highway repairs from the City’s General Fund.

San Dimas’ MOE requirement has been confirmed by the State Controller’s Office, and it is estimated to be approximately $ 2,100,463 annually. Additional requirements regarding development, project signage, and repainting are required as part of the program guidelines and development.

DISCUSSION/ANALYSIS
The City may submit any number of projects to the California Transportation Committee (CTC) for SB1 funding, in planning for FY 2026-27. Staff seeks Council approval to submit the projects listed in the table above. Funding will only be provided for projects on the CTC approved project list, which must be submitted to the CTC by July 1, 2026. The CTC will then submit the list of approved projects to the State Controller’s Office in August 2026, and appropriations are scheduled to be distributed in January 2027.

At this time, the Fiscal Year 2026-27 SB1 allocation amount for the City of San Dimas is estimated to be $976,493.

To ensure that the City is on the initial eligibility list to receive the vital RMRA funds, Staff has reviewed the current street conditions to identify a list of projects that can be constructed by June 2027 and satisfy the SB1 funding requirements.

ALTERNATIVES
Council may elect not to approve the Resolution. Council can approve a modified resolution with changes to the project listing. Failure to submit an approved resolution by July 1st could result in the loss of this year's fiscal allotment of funds ($976,493).

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. The adoption of Resolution 2026-38 SB1 Funds RMRA project list for FY 2026-27 are organizational activities of the government which involves the fiscal activities, as such, this item is not a CEQA project. Even if it was determined to be a CEQA project, pursuant to CEQA Guidelines Section 15061(b)(3), CEQA does not apply to this item because there is no

Page 121 ends

Adopt 2026-27 List of Projects Funded by Senate Bill 1, Road Maintenance and Rehabilitation Act of 2017 Page 5
For the Meeting of June 9, 2026
potential for causing a significant effect on the environment. Therefore, no additional environmental review is needed at this time.

Respectfully submitted,
Genevieve Amaro
Management Aide
Attachments:

1.Resolution 2026-38 SB1 RMRA Project List

Page 122 ends

ATTACHMENT 1
RESOLUTION 2026-38

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

LOS ANGELES, CALIFORNIA, AUTHORIZING SUBMISSION AND ADOPTION OF A LIST OF PROJECTS IN FISCAL YEAR 2026-2027 FUNDED BY SENATE BILL 1, ROAD MAINTENANCE AND REHABILITATION ACT OF 2017
WHEREAS, Senate Bill 1 (SB 1), the Road Repair and Accountability Act of 2017 (Chapter 5, Statutes of 2017) was passed by the Legislature and Signed into law by the Governor in April 2017 to address the significant multi-modal transportation funding shortfalls statewide; and
WHEREAS, SB 1 includes accountability and transparency provisions that will ensure the residents of our City are aware of the projects proposed for funding in our community and which projects have been completed each fiscal year; and WHEREAS, the City must adopt by resolution a list of projects proposed to receive fiscal year funding from the Road Maintenance and Rehabilitation Account (RMRA), created by SB 1, which must include a description and the location of each proposed project, a proposed schedule for the project's completion, and the estimated useful life of the improvements; and
WHEREAS, the City of San Dimas, will receive an estimated $976,493 in RMRA funding in Fiscal Year 2026-2027 from SB 1; and
WHEREAS, this is the tenth year in which the City of San Dimas is receiving SB 1 funding and will enable the City to continue essential road maintenance and rehabilitation projects, safety improvements, and increasing mobility options for the traveling public that otherwise would not have been possible without SB; and
WHEREAS, the City has undergone a robust public process to ensure public input into our community’s transportation priorities/the project list; and WHEREAS, the City used a Pavement Management System to develop the SB 1 project list to ensure revenues are being used on the most high-priority and cost-effective projects that also meet the community's priorities for transportation investment; and WHEREAS, the funding from SB 1 will help the City maintain and rehabilitate twelve streets this year and similar projects in the future; and all projects proposed to receive funding must be included in the budget adopted by the City Council at a regular public meeting; and WHEREAS, the 2023 California Statewide Local Streets and Roads Needs Assessment found that the City streets and roads are in an "excellent/good/at-risk/poor" condition and this revenue will help us increase the overall quality of or road system and over the next decade will help bring our streets and roads into a good condition; and WHEREAS, the SB 1 project list and overall investment in our local streets and roads infrastructure with a focus on basic maintenance and safety using current technology, materials and practices, will have significant positive co-benefits statewide.

Page 123 ends

Resolution 2026-38 Page 2
SB1/ RMRA Funds FY26-27
June 9, 2026
NOW, THEREFORE IT IS HEREBY RESOLVED, that the City Council of the City of San Dimas does hereby resolve and authorizes as follows:

SECTION 1. The foregoing recitals are true and correct.

SECTION 2. The following list of proposed projects will be funded in-part or solely with fiscal year 2026-2027 Road Maintenance and Rehabilitation Account revenues:

Project Title/Location Description
Estimated
StartCompletion
Month/Year
Estimated
Useful Life
of Project
(Years)
AAvenida Verde Vista Et Al
(Avenida Verde
Vista, Avenida Colina,
Calle Pajaros, Paseo
Robles, Paso Madronas, Paseo
Olivos, Paseo Castanos)
Repaving minor concrete
repairs, and upgrades to
Accessible curb ramps on
Avenida Verde
Vista, Avenida Colina,
Calle Pajaros, Paseo
Robles, Paso Madronas, Paseo
Olivos, Paseo Castanos
05--2027 to
06-2027
15-20 years
Tarryglen Et Al (Heatherglen
Lane, Shadyglen Lane,
Bonnieglen Lane, Tarryglen Lane,
Willowglen Lane and Hollyglen
Lane)
Repaving minor concrete
repairs, and upgrades to
Accessible curb ramps on
Heatherglen Lane, Shadyglen
Lane, Bonnieglen Lane,
05-2027 to
06-2027
15-20 years
SECTION 3. The following previously proposed and adopted projects may also utilize Fiscal Year 2025-26 Road Maintenance and Rehabilitation Account revenues in their delivery. With the relisting of these projects in the adopted fiscal year resolution, the City is reaffirming to the public and the State our intent to fund these projects with Road Maintenance and Rehabilitation Account revenues:

Project Title/Location Description
Estimated
StartCompletion
Month/Year
Estimated
Useful Life
of
Project
(Years)
Monte Vista Ave from First St
to Gladstone Ave
Repaving Monte Vista Avenue from
First Street to Gladstone Street. 5/26-7/26 20-30 years Avenida Loma Vista and
Avenida Monte Vista
Repaving Avenida Loma Vista from
San Dimas Avenue to Via Canada
and Avenida Monte Vista from
Avenida Loma Vista to Puente
Street
5/26-8/26 20-30 years
San Dimas Canyon Road
Design north of Foothill Blvd
to Terrebonne
Design of pavement rehabilitation
and striping improvements on San
Dimas Canyon Road from Foothill
Blvd north to Terrebonne Ave
7/25-10/26 20-30 years

Page 124 ends

Resolution 2026-38 Page 3
SB1/ RMRA Funds FY26-27
June 9, 2026
PASSED, APPROVED AND ADOPTED this 9th day of June, 2026. ____________________________________
Emmett G. Badar, Mayor
ATTEST:
_______________________________
Debra Black, City Clerk

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) §

CITY OF SAN DIMAS )
I, DEBRA BLACK, CITY CLERK of the City of San Dimas, California, do hereby certify that Resolution 2026-38 was duly adopted and passed at a regular meeting of the San Dimas City Council on the 9th, day of June, 2026 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Debra Black, City Clerk

Page 125 ends

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of June 9, 2026
From: Brad McKinney, City Manager
Prepared by: Debra Black, City Clerk
Subject: Authorization to Destroy Records Pursuant to the City's Retention Schedule ____________________________________________________________________________

SUMMARY
Staff requests City Council authorization to destroy City records that have met the retention requirements established in the Records Retention Schedule approved by the City Council in December 2025. A review of records maintained by City departments identified documents that have exceeded their required retention periods and are eligible for destruction. Staff has confirmed that the records are not subject to any pending litigation, audit, claim, investigation, public records request, or other legal hold. Approval of the proposed action will support efficient records management practices, reduce storage requirements, and ensure continued compliance with the City's adopted records retention policies and applicable state law.

RECOMMENDATION
City Staff recommends that the City Council:
• Authorize the destruction of certain City records that have met their required retention periods in accordance with the City’s Records Retention schedule.

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

FISCAL IMPACT
There is no significant fiscal impact associated with this action. The destruction of records that have exceeded their retention periods may reduce future storage and records management costs.

Page 126 ends

Authorization to Destroy Records Pursuant to the City's Retention Schedule Page 2 For the Meeting of June 9, 2026

BACKGROUND
The City maintains official records in accordance with applicable provisions of California law and the City's Records Retention Schedule. The Records Retention Schedule, approved by the City Council in December 2025, establishes the minimum retention periods for records maintained by City departments and identifies records eligible for destruction after the required retention period has expired.

Periodic destruction of records that have fulfilled their retention requirements is a recognized records management practice that reduces storage costs, improves administrative efficiency, and ensures compliance with established records management standards.

City staff has reviewed records maintained by various departments and identified records that have met or exceeded the retention periods established in the approved Records Retention Schedule. Staff has verified that the records proposed for destruction are not subject to any current litigation, audit, public records request, claim, investigation, or other legal hold that would require their continued retention.

DISCUSSION/ANALYSIS
The records identified for destruction have satisfied all applicable retention requirements contained in the City's Records Retention Schedule approved in December 2025. The destruction process will be conducted in a manner that protects confidential information and ensures compliance with applicable state laws and City policies.

A detailed inventory of records proposed for destruction is attached as Exhibit 1 and maintained by the City Clerk's Office. Upon Council authorization, the records will be destroyed in accordance with established records management procedures, and a certificate of destruction will be retained as a permanent record of the action.

Approval of this request will allow the City to continue its records management program in an efficient and legally compliant manner.

ALTERNATIVES
As an alternative to approving the recommended action, the City Council may direct staff to delay or deny authorization for the destruction of records identified as having met the retention requirements established in the City's Records Retention Schedule. However, either alternative would require the City to continue retaining records beyond the adopted retention periods, resulting in additional storage and administrative costs and reducing the efficiency of the City's records management program.

Page 127 ends

Authorization to Destroy Records Pursuant to the City's Retention Schedule Page 3 For the Meeting of June 9, 2026
Respectfully submitted,
Debra Black
City Clerk
Attachments:

1. San Dimas Records Destruction Forms

Page 128 ends

�. City of San Dimas - Records Management
Records Destruction Form

Page 1 of 3 ends

�,..,..

SAN
DIMAS
'i!f/,,,:,...
1960
Department Name: City Clerk Total # of Boxes: �
0�i�:[P, 1�1,I Telephone: 909 394-6212
CAUTION: A city record may not be destroyed if any litigation, claim, negotiation, audit, open records request, administrative review, or other action involving the record is initiated before the expiration of the retention period. The record must be retained until completion of the action and the resolution of all issues that arise from it, or until the expiration of the retention period, whichever is later. Section 34090 Government Code.

Request for Department Destruction
� I certify that these OFFICIAL RECORDS are past the retention period specified by the Records Retention Schedule. It was not required that they be Laserfiche, all administrative requirements have been satisfied.

DI certify that these OFFICIAL RECORDS are available on Laserfiche, the retention period has expired, and it is no longer necessary to store them. All administrative requirements have been satisfied
fZ] I certify that no HOLD has been placed on these OFFICIAL RECORDS due to any litigation, claim, negotiation, audit, or open records requests and all administrative requirements have been satisfied.

Y-AI�m - . DepartmenCoorS
Required Approval
Date
Destruction
(To be com • Clerk)
Date of Records Destruction:

Date: Destruction Method:

L/ 2-2-. 1-01-&
Date: In House Shredding
Discard
L{_- b1t1 _,. � (o Outside Vendor Shredding
Date: City Council Approval:
4 2}1 Z,l,
Note: Please read t e instructions on page 3 concerning destruction of Departmental Records.

ATTACHMENT

Page 129 ends

City of San Dimas - Records Management
Records Destruction Form
Department Name: City Clerk
Date:
02/26/26
Retention User Description of Records Schedule Box# The contents of each box should be listed separately Record/Title 1 030 Commissioner Training Certificates
Election Records - Candidates Not Elected
Emma Ramirez
Gil Gonzalez
018 Robert Mathis
David Estrada
Nicole Gonzales
Mar ie Green 2017
020 2018 Statement of Economic Interest Forms
87200 Filers
020 2017 Statement of Economic Interest Forms - Council 031 Insurance Claims By the City
022 Subpoenas
031 Accident/Incident Reports
1 031 Accident/Incident Reports
013 Unsuccessful Bids
015 Complaint
005 Utility Notices
006 Natural Hazard Mitigation Plan
030 Conference Documentation
2019 Unsuccessful Commissioner Applications
013 Contest Letters
026 Administrative Review and Hearing
002 Far;:ade Improvement Program Convenience Information

Page 2 of 3 ends

Total# of Boxes: 2
Telephone:
909-394-6212
=
Inclusive Retention =
Dates Period Q,l
�
2023 2Y p
2017
March 3, SY p
2020
2018 7Y p
2017 7Y p
Final
2014 Resolution p
+4 rs
2019-2024 While p Active+ 2Y
Final
2019 Resolution LF
+4 y
Final
2021 Resolution p
+4 Y
2020-2022 While
Active+ 2Y p
2022 2Y p
2024 While p Active+ 2Y
2004 While p Active+ 2Y
2022-2023 2Y p
2019 Term of p Office+ 2Y
2020 While p Active+ 2Y
2018-2023 Current p Year+ 2Y
2012 While p Active+ 4Y

Page 130 ends

2 002
2 002
2 002
2 002
2 002
2 002
2 002
2 002
2 002
2 002
2 002
2 002
2 002
2 002
2 002
2 002
2 002
2 002
2 002
2 002
2 002
2 002
2 002
City of San Dimas - Records Management
Records Destruction Form
Dapeer Rosenbilt Litvak
Senator Carol Liu Senior Center Lease
Termination of MOU Between City of San Dimas and
City of La Veme(Joint Mark Ballot Counter)
Neighborhood Partnership Housing Services, Inc
Arneripride Uniform
Microsoft/Dell
NEC Unified Solutions
Empire Solutions
Toyota Motor Credit
Bank of America
Bank of America Contract for Deposit of Moneys
Guardian Life Insurance
Gladwell Governmental Services
LA County Vehicle Bailment Agreement
Community Action EAP
McKenna Long & Aldridge
Lance, Soll & Lunghard
ACCO Engineering Systems
California Commercial Pools, Inc
Code Red
Mariposa Horticultural
D.H Maintenance
Fine Hospitality

Page 3 of 3 ends

05/24/2015 While P/LF Active+ 4Y
04/01/2013- While P/LF 03/30/2014 Active+ 4Y
05/28/2013 While P/LF Active+ 4Y
10/2014 While P/LF Active+ 4Y
09/23/2018 While P/LF Active+ 4Y
12/30/2010 While P/LF Active+ 4Y
09/11/2007 While P/LF Active+ 4Y
06/01/2005 While P/LF Active+ 4Y
11/19/2013 While P/LF Active+ 4Y
06/10/2011 While P/LF Active+ 4Y
02/05/2015 While P/LF Active+ 4Y
07/31/2015 While P/LF Active+ 4Y
10/2015 While P/LF Active+ 4Y
09/05/2008 While P/LF Active+ 4Y
04/2003 While P/LF Active+ 4Y
08/15/2011 While P/LF Active+ 4Y
2020 While P/LF Active+ 4Y
2015- While P/LF 06/30/2021 Active+ 4Y
2020- While P/LF 06/30/21 Active+ 4Y
2017 - 2021 While P/LF Active+ 4Y
2008- While P/LF 06/30/2019 Active+ 4Y
1998- While P/LF 06/30/2019 Active+ 4Y
2017-2018 While P/LF Active+ 4Y

Page 131 ends

City of San Dimas - Records Management
Records Destruction Form

Page 1 of 3 ends

Department Name: Finance
Date:
4/28/26
Total # of Boxes: I of 6
Telephone: 909 394-6227
CAUTION: A city record may not be destroyed if any litigation, claim, negotiation, audit, open records request, administrative review, or other action involving the record is initiated before the expiration of the retention period. The record must be retained until completion of the action and the resolution of all issues that arise from it, or until the expiration of the retention period, whichever is later. Section 34090 Government Code.

Request for Department Destruction
[2] I certify that these OFFICIAL RECORDS are past the retention period specified by the Records Retention Schedule. It was not required that they be Laserfiche, all administrative requirements have been satisfied.

D I certify that these OFFICIAL RECORDS are available on Laserfiche, the retention period has expired, and it is no longer necessary to store them. All administrative requirements have been satisfied
� I certify that no HOLD has been placed on these OFFICIAL RECORDS due to any litigation, claim, negotiation, audit, or open records requests and all administrative requirements have been satis� &�/ �-,,_ ,ljzk/z(,
Departmeu �ordinator Date
Required Approval
Department Hea • ichael O'Brien
?----
City Clerk's Office:

City Attorney's Office:

Date:4/28/26
'
Date:4/28/26
Date:

Date:

Destruction
To be com • Clerk
Date of Records Destruction:

Destruction Method:

In House Shredding
Discard
Outside Vendor Shredding
City Council Approval:

Page 132 ends

City of San Dimas - Records Management
Records Destruction Form
Department Name: Finance Department
Date:

Retention User Description of Records Schedule Box# The contents of each box should be listed separately Record/Title 1 046 GAS USAGE REPORTS 2012
1 044 Bank Reconciliations
l 50 JOURNAL ENTRY POSTING REPORTS
1 50 JOUORNAL ENTRY POSTING REPORTS
l 50 JOURNAL ENTRY POSTING REPORTS JULY-DEC
1 50 JOURNAL ENTRY POSTING REPORTS JAN-JUNE
1 50 JOURNAL ENTRY POSTING REPORTS JAN-JNE
1 047 POSSESSORY INTEREST REPORTNG
1 047 POSSESSORY INTEREST REPORTING
I 047 POSSESSORY INTEREST REPORTING
1 047 CRA POSSESSORY INTEREST
1 047 CITY POSSESSORY INTEREST
1 047 CRA POSSESSORY INTEREST
1 047 CITY POSSESSORY INTEREST
1 047 CITY POSSESSROY INTEREST
1 047 CRA POSSESSORY INTEREST
I 047 CITY POSSESSORY INTEREST
1 047 CRA POSSESSORY INTEREST

Page 2 of 3 ends

Total# of Boxes: 1 of 6
Telephone:909-394-6227
Inclusive Retention
Dates Period �
2012 6 YEARS p
2008-2010 5 YEARS p
2018-2019 6 YEARS p
2017-2018 6 YEARS p
2016 6YEARS p
2017 6 YEARS p
2015 6 YEARS p
2014 4 YEARS p
2013 4 YEARS p
2012 4 YEARS p
2007 4 YEARS p
2007 4 YEARS p
2005-2006 4 YEARS p
2005-2006 4 YEARS p
2001-2002 4 YEARS p
2001-2002 4 YEARS p
2000-2001 4 YEARS p
2000-2001 4 YEARS p

Page 133 ends

City of San Dimas - Records Management
Records Destruction Form

Page 1 of 3 ends

Department Name: Finance Department
Date:
4/28/26
Total# of Boxes: 2 of6
Telephone: 909 394-6227
CAUTION: A city record may not be destroyed if any litigation, claim, negotiation, audit, open records request, administrative review, or other action involving the record is initiated before the expiration of the retention period. The record must be retained until completion of the action and the resolution of all issues that arise from it, or until the expiration of the retention period, whichever is later. Section 34090 Government Code.

Request for Department Destruction
[2J I certify that these OFFICIAL RECORDS are past the retention period specified by the Records Retention Schedule. It was not required that they be Laserfiche, all administrative requirements have been satisfied.

D I certify that these OFFICIAL RECORDS are available on Laserfiche, the retention period has expired, and it is no longer necessary to store them. All administrative requirements have been satisfied
� I certify that no HOLD has been placed on these OFFICIAL RECORDS due to any litigation, claim, negotiation, audit, or open records requests and all administrative requirements have been satisf'w CL:L:S-.
/J .,.C- _ �t-- __ � •'-f lz 'if/ Zc"-<:

Department Coordinator Date
Required Approval
Department Records Coordi Date: 4/28/26
Liz uintanar
Department Head: Date: 4/28/26
Michael O'Brien
City Clerk's Office: Date:

Date:

Destruction
To be co Clerk
Date of Records Destruction:

Destruction Method:

In House Shredding
Discard
Outside Vendor Shredding
City Council Approval:

Page 134 ends

City of San Dimas - Records Management
Records Destruction Form
Department Name: Finance Department
Date:

Retention User Description of Records Schedule Box# The contents of each box should be listed separately Record/Title 2 047 APPROPRIATION LIMIT #1
047 SIGNLE AUDIT BY: LSL-CERTIFED PUBLIC

ACCOUNTS

DEVELOPER PARTICIPATION AGREEMENT
043 BASELINE & CATARACT STORM DRAIN CASH

RECEIPT
047 SINGLE AUDIT BY: LSL-CERTFIED PUBLIC

ASSCOUNTS

KEENAN CHECK AND INVOICE COPY FOR
045 SUPPLEMENTARY RETIREMENT PLAN RELATED

TO AN AGREEMENT

UNITED OF OMAHA, PAYMENT RECORDS
045 RELATED TO SETTLEMENT AGREEMENT FOR INA
RIOS

Page 2 of 3 ends

Total # of Boxes: 2 of 6
Telephone: (909) 394-6227
s
Inclusive Retention =
Dates Period Q)
�
2004-2009 6 YEARS p
2006.2011 6YEARS p
6 YEARS
2010-2011 p
2006-2020 6YEARS p
10 YEARS
2014-2015 p
10 YEARS
2013-2014 p

Page 135 ends

City of San Dimas - Records Management
Records Destruction Form

Page 1 of 3 ends

Department Name: Finance Department Total# of Boxes: 3 of 6 Date:
4/28/26
Telephone: 909 394-6227
CAUTION: A city record may not be destroyed if any litigation, claim, negotiation, audit, open records request, administrative review, or other action involving the record is initiated before the expiration of the retention period. The record must be retained until completion of the action and the resolution of all issues that arise from it, or until the expiration of the retention period, whichever is later. Section 34090 Government Code.

Request for Department Destruction
[?sl I certify that these OFFICIAL RECORDS are past the retention period specified by the Records Retention Schedule. It was not required that they be Laserfiche, all administrative requirements have been satisfied.

D I certify that these OFFICIAL RECORDS are available on Laserfiche, the retention period has expired, and it is no longer necessary to store them. All administrative requirements have been satisfied
IZJ I certify that no HOLD has been placed on these OFFICIAL RECORDS due to any litigation, ��;��
,:i
egotiati�
n, audiacuests and all administrative r
�;;;:
en
d-� _D ____ _
Departmen or mator ate
Required Approval Destruction
(To be com • Clerk
Dep ment Records C _, Date:4/28/2026 Date of Records Destruction:

Liz
Dep
City Clerk's Office:

Date:4/28/2026 Destruction Method:

Date: In House Shredding
Discard
Outside Vendor Shredding
Date: City Council Approval:

Page 136 ends

City of San Dimas - Records Management
Records Destruction Form
Department Name: FINANCE DEPARTMENT
Date:
4/28/2026
User
Box#
3 3
3 3
3 3
Retention
Schedule
Record/Title
50 050
050
050
047
047
Description of Records
The contents of each box should be listed separately

JOURNAL ENTRY EDIT LISTING JAN-JUNE

TREASURE'S LEDGER JULY-JUNE

TREASURE'S LEDGER JULY - JUNE

JOURNAL ENTRY EDIT LISTING JULY -DEC

HOUSING AUTHORITY ANNUAL AUDIT & REPORT

APPROPRIATIONS LIMIT

Page 2 of 3 ends

Total# of Boxes: 3 OF 6
Telephone: Telephone:
(909) 394-6227
Inclusive Retention
Dates Period
2015 6 YEARS
2013 6 YEARS
2006-2012 6 YEARS
2013 6 YEARS
2013-2014 6 YEARS
2009-2012 4 YEARS
�
p
p
p
p
p
p

Page 137 ends

City of San Dimas - Records Management
Records Destruction Form

Page 1 of 4 ends

Department Name: Finance Department
Date:
4/28/26
Total # of Boxes: 4 of 6
Telephone: 909 394-6227
CAUTION: A city record may not be destroyed if any litigation, claim, negotiation, audit, open records request, administrative review, or other action involving the record is initiated before the expiration of the retention period. The record must be retained until completion of the action and the resolution of all issues that arise from it, or until the expiration of the retention period, whichever is later. Section 34090 Government Code.

Request for Department Destruction
[ZI I certify that these OFFICIAL RECORDS are past the retention period specified by the Records Retention Schedule. It was not required that they be Laserfiche, all administrative requirements have been satisfied.

DI certify that these OFFICIAL RECORDS are available on Laserfiche, the retention period has expired, and it is no longer necessary to store them. All administrative requirements have been satisfied
[8j I certify that no HOLD has been placed on these OFFICIAL RECORDS due to any litigation, claim, negotiation, audit, or o en�
e �ds requests and all administrative requirements ha
.
ve been
satisfied. , du-L/ i / _, 0� Lljµy2(e
Required Approval
Department Head: /"? �
Michael O'Brien C/� �
City Clerk's Office:

City Attorney's Office:

Date:4/28/26
Date:4/28/26
Date:

Date
Destruction
(To be com • Clerk)
Date of Records Destruction:

Destruction Method:

In House Shredding
Discard
Outside Vendor Shredding
City Council Approval:

Page 138 ends

City of San Dimas - Records Management
Records Destruction Form
Department Name: FINANCE DEPARTMENT
Date:4/28/26
Retention User Description of Records Schedule Box# The contents of each box should be listed separately Record/Title 4 047 ST A TEMENT OF INDEBTNESS
4 047 STATEMENT OF INDEBTNESS
4 047 STATEMENT OF INDEBTNESS
4 047 ST ATEMENTE OF INDEBTNESS
4 047 STATEMENT OF INDEBTNESS
4 047 STATEMENT OF INDEBTNESS
4 047 STATEMENT OF INDEBTNESS
4 003 ALLIANT INSURANCE SPECIAL CRIME PROGRAM
4 003 CALIFORNIA DEPT OF FINANCE HOUSING SURVEY
4 003 JPIA PROP. SCHOOL REVIEW - ALLIANT PROP.

INSURANCE
4 003 ALLIANT INSURANCE JPTA APPLICATION

ENVIRONMENT AL
4 047 CITY AUDIT - US BANK CONFIRMATION

ST A TEMENT REQUEST LETTERS
4 047 STATE CONTROLLER'S REPORT
4 047 STATE CONTROLLER'S REPORT
4 047 STATE CONTROLLER'S REPORT
4 047 STATE CONTROLLER'S REPORT
4 047 STATE CONTROLLER'S REPORT
4 047 STATE CONTROLLER'S REPORT

Page 2 of 4 ends

Total # of Boxes: 4 of 6
Telephone: (909)-394-6225
Inclusive Retention
Dates Period �
2011-2012 6 YEARS p
2010-2011 6 YEARS p
2009-2010 6 YEARS p
2008-2009 6 YEARS p
2007-2008 6 YEARS p
2006-2007 6 YEARS p
2005-2006 6 YEARS p
2020-2021 4 YEARS p
2016 4 YEARS p
2015 4 YEARS p
2015 4 YEARS p
2001-2006 6 YEARS p
2011-2012 6 YEARS p
2015-2016 6 YEARS p
2019-2020 6 YEARS p
2018-2019 6 YEARS p
2017-2018 6 YEARS p
2016-2017 6YEARS p

Page 139 ends

Retention User Schedule Box# Record/Title
4 047
4 047
4 047
City of San Dimas - Records Management
Records Destruction Form
Description of Records
The contents of each box should be listed separately

STATE CONROLLER'S REPORT

STATE CONTROLLER'S REPORT

Page 3 of 4 ends

Inclusive Retention :s Dates Period 4>
�
2015-2016 6 YEARS p
2014-2015 6 YEARS p
2013-2014 6 YEARS p

Page 140 ends

City of San Dimas - Records Management
Records Destruction Form

Page 1 of 3 ends

Department Name: Finance Department Total# of Boxes: 5 OF 6 Date:
4/28/26
Telephone: 909 394-6227
CAUTION: A city record may not be destroyed if any litigation, claim, negotiation, audit, open records request, administrative review, or other action involving the record is initiated before the expiration of the retention period. The record must be retained until completion of the action and the resolution of all issues that arise from it, or until the expiration of the retention period, whichever is later. Section 34090 Government Code.

D I certify that these OFFICIAL RECORDS are available on Laserfiche, the retention period has expired, and it is no longer necessary to store them. All administrative requirements have been satisfied
�I certify that no HOLD has been placed on these OFFICIAL RECORDS due to any litigation, ��:��
ation, � :zc:quests and all administrative r
;;�;:
n
Depad�ordinator -
D
-
a
-
te
________ _
Required Approval Destruction
To be com • Clerk
Department Records Coor Date:4/28/26 Date of Records Destruction:

LIZ UINT ANAR
Department Head:

Michael O'Brien �--r:;;c�
City Clerk's Office:

City Attorney's Office:

Date:4/28/26 Destruction Method:

Date: In House Shredding
Discard
Outside Vendor Shredding
Date: City Council Approval: <-f/2-1 2-tr
ti ns on the last page to complete this form.

Page 141 ends

City of San Dimas - Records Management
Records Destruction Form
Department Name: FINANCE DEPARTMENT
Date:4/28/26
Retention User Description of Records Schedule Box# The contents of each box should be listed separately Record/Title 5 047 STATE CONTROLLER'S REPORT
5 047 STATE CONTROLLER'S REPORT
5 047 STATE CONTROLLER'S REPORT
5 047 STATE CONTROLLER'S REPORT
5 047 STATE CONTROLLER'S REPORT
5 047 STATE CONTROLLER'S REPORT
5 047 STATE CONTROLLER'S REPORT
5 047 STATE CONTROLLER'S REPORT
5 047 STATE CONTROLLER'S REPORT
5 047 SDRA STATE CONTROLLER'S REPORT
5 047 SDRA STATE CONTROLLER'S REPORT
5 047 SDRA STATE CONTROLLER'S REPORT
5 047 SDRA STATE CONTROLLER'S REPORT
5 047 SDRA STATE CONTROLLER'S REPORT
5 047 SDRA STATE CONTROLLER'S REPORT
5 047 SDRA STATE CONTROLLER'S REPORT

Page 2 of 3 ends

Total# of Boxes: 5 OF 6
Telephone:
(909-394-6227
Inclusive Retention
Dates Period
2012-2013 6 YEARS
2011-2012 6 YEARS
2010-2011 6 YEARS
2009-2010 6 YEARS
2008-2009 6 YEARS
2007-2008 6 YEARS
2006-2007 6 YEARS
2005-2006 6 YEARS
2004-2005 6 YEARS
2010-201J 6YEARS
2009-2010 6 YEARS
2008-2009 6 YEARS
2006-2007 6 YEARS
2005-2006 6 YEARS
2004-2005 6 YEARS
2007-2008 6 YEARS
�
p
p
p
p
p
p
p
p
p
p
p
p
p
p
p
p

Page 142 ends

City of San Dimas - Records Management
Records Destruction Form

Page 1 of 4 ends

Department Name: Finance Department
Date:
4/28/26
Total# of Boxes: 6 OF 6
Telephone: 909 394-6227
CAUTION: A city record may not be destroyed if any litigation, claim, negotiation, audit, open records request, administrative review, or other action involving the record is initiated before the expiration of the retention period. The record must be retained until completion of the action and the resolution of all issues that arise from it, or until the expiration of the retention period, whichever is later. Section 34090 Government Code.

Request for Department Destruction
[gj I certify that these OFFICIAL RECORDS are past the retention period specified by the Records Retention Schedule. It was not required that they be Laserfiche, all administrative requirements have been satisfied.

City Attorney's Office:

Destruction
To be com • Clerk)
Date of Records Destruction:

Destruction Method:

In House Shredding
Discard
Outside Vendor Shredding
City Council Approval:

Page 143 ends

City of San Dimas - Records Management
Records Destruction Form
Department Name: Finance Department
Date:
4/28/20206
User
Box#
6 6
6 6
6 6
6 6
6 6
6 6
6 6
6 6
6 6
Retention
Schedule
Record/Title
028
028
028
028
028
028
028
028
028
028
028
028
028
028
028
028
028
028
Description of Records
The contents of each box should be listed separately

PROP A / PROP C AUDIT REPORTS AND

REPORTING INFORMATION

MEASURE R AUDIT REPORTS AND REPORTING

INFORMATION

MEASURE M AUDIT REPORTS AND REPORTING

INFORMATION

PRO A / PROP C AUDIT REPORTS AND REPORTING

INFORMATION

MEASURE R AUDIT REPORTS AND REPORTING

INFORMATION

MEASURE M AUDIT REPORTS AND REPORTING

INFORMATION

MEASURE R AUDIT REPORTS AND REPORTING

INFORMATION

MEASURE M AUDIT REPORTS AND REPORTING

INFORMATION

PROP A / PROP C AUDIT REPORTS AND

REPORTING INFORMATION

MEASURE R AUDIT REPORTS AND REPORTING

INFORMATION

MEASURE R AUDIT REPORTS AND REPORTING

INFORMATION

PROP A / PROP C AUDIT REPORTS AND

REPORTING INFORMATION

PROP A / PROP C AUDIT REPORTS AND

REPORTING INFORMATION

MEASURE R AUDIT REPORTS AND REPORTING

INFORMATION

INFORMATION PROP A AUDIT REPORTS AND

REPORTING INFORMATION

MEASURER AUDIT REPORTS AND REPORTING

INFORMATION

PROP A / PROP C AUDIT REPORTS AND

REPORTING INFORMATION

MEASURE R AUDIT REPORTS AND REPORTING

INFORMATION

Page 2 of 4 ends

Total# of Boxes: 6 OF 6
Telephone: (909)-394-6227
a
Inclusive Retention =
Dates Period i
2019-2020 6YEARS p
2019-2020 6YEARS p
2019-2020 6YEARS p
2018-2019 6YEARS p
2018-2019 6YEARS p
2018-2019 6YEARS p
2017-2018 6 YEARS p
2017-2018 6 YEARS p
2017-2018 6 YEARS p
2016-2017 6 YEARS p
2015-2016 6YEARS p
2015-2016 6 YEARS p
2014-2015 6 YEARS p
2014-2015 6YEARS p
2013-2014 6YEARS p
2013-2014 6 YEARS p
2012-2013 6 YEARS p
2012-2013 6YEARS p

Page 144 ends

Retention User Schedule Box# Record/Title
6 028
6 028
6 028
6 028
6 028
6 028
6 028
6 028
6 028
6 028
6 028
6 028
028
6 6 028
6 028
City of San Dimas - Records Management
Records Destruction Form
Description of Records
The contents of each box should be listed separately

PROP A I PROP C AUDIT REPORTS AND

REPORTING INFORMATION

PROP A I PROP C AUDIT REPORTS AND REPORTING

INFORMATION

PROP A I PROP C AUDIT REPORTS AND

REPORTING INFORMATION

PROP A I PROP C AUDIT REPORTS AND

REPORTING INFORMATION

MEASURER AUDIT REPORTS AND REPORTING

INFORMATION

PROP A I PROP C AUDIT REPORTS AND

REPORTING INFORMATION

PROP A I PROP C AUDIT REPORTS AND

REPORTING INFORMATION

PROP A I PROP C AUDIT REPORTS AND

REPORTING INFORMATION

PROP A I PROP C AUDIT REPORTS AND

REPORTING INFORMATION

MEASURE R AUDIT REPORTS AND REPORTING

INFORMATION

MEASURE R AUDIT REPORTS AND REPORTING

INFORMATION

ANNUAL FIN REPORT - PROP A & C AUDIT

REPORTS AND REPORTING INFORMATION

ANNUAL FIN REPORT - PROP A & C AUDIT

REPORTS AND REPORTING INFORMATION

PROP A & CI GUIDELINES & FORMS AUDIT

REPORTS AND REPORTING INFORMATION

STATE ANNUAL STREET REPORTS

Page 3 of 4 ends

Inclusive Retention :a Dates Period
2013-2014 6 YEARS p
2011-2012 6 YEARS p
2010-2011 6YEARS p
2009-2010 6 YEARS p
2011-2012 6 YEARS p
2008-2009 6 YEARS p
2007-2008 6 YEARS p
2006-2007 6 YEARS p
2005-2006 6 YEARS p
2010-2011 6YEARS p
2009-2010 6 YEARS p
2008-2009 6YEARS p
2006-2007 6 YEARS p
& 2007-
2008
2007-2008 6 YEARS p
2001-2013 6 YEARS p

Page 145 ends

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of June 9, 2026
From: Brad McKinney, City Manager
Prepared by: Michael O'Brien, Director of Administrative Services Subject: Approve Resolution 2026-36 to Adopt the Proposed Fiscal Year 2026-27 Operating and Capital Improvement Program Budget.
____________________________________________________________________________

SUMMARY
Request to Approve Resolution 2026-36 to adopt the Proposed Fiscal Year 2026-27 Operating and Capital Improvement Program Budget

RECOMMENDATION
Staff recommends the City Council:
• Approve Resolution 2026 -36 to Adopt the Fiscal Year 2026-27 Operating and Capital Improvement Program Budget for a total expenditure budget of $58,421,797 across all funds.

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

FISCAL IMPACT
The Proposed 2026-27 Operating and Capital Improvement Program Budget includes $58,421,297 of budgeted expenditures across all governmental funds.

The General Fund is projected to generate revenues and transfers in the amount of $35,157,116 with expenditures and transfers totaling $34,824,989 of which $1,600,000 is a transfer to fund 100 for future asset replacement needs.

This would result in a surplus to the General Fund unassigned fund balance totaling $332,127.

Page 146 ends

Approve Resolution 2026-36 to Adopt the 2026-2027 Proposed Budget Page 2 For the Meeting of June,9 2026
The surplus increased by $97,108 from the draft budget due to increases in sales tax projections from the most recent HDL estimates. The rise in revenues was slightly offset by staffing costs related to the July 3, 2026 special event celebrating the City‘s Birthday and America‘s 250th Anniversary of Independence, which was not considered as part of the draft budget originally discussed with the City Council on April 28th, 2026.

The total Assigned General Fund balances which includes fund 70 (New Equipment Reserve) and fund 100 (Capital Asset Replacement Fund) are projected to increase by $1,242,760 as the transfer into the Capital Asset Replacement fund is greater than the budgeted expenditures in the new equipment reserve and the Capital Asset Replacement fund.

The Unassigned General Fund Balance is projected to be $20,540,690 which would equate to a 62% reserve.

In total, the General Fund Balance for Unassigned and Assigned Fund balances will total $44,227,447 which equates to a reserve of 133% compared to operating expenditures totaling $33,224,989
The fund balances across all funds would be decreased by ($4,958,664) as major capital projects are completed many of which utilize funds that will otherwise lapse if not spent. Those lapsing funds are specific to the Metro funds 072.073.074.076. The projected fund ending balance across all Governmental funds is projected to end the 2026-27 fiscal year with a total of $62,678,666.

This total increased from the prior draft budget due to the changes in Sales Tax estimates, staffing costs for the July 3, 2026 special event, adjustments to prior year‘s estimates as actual amounts were received, and the Dale Park road project being shifted to the prior year’s estimated total rather than the current year's budget while the Public Works Department determines whether the project should be carried over into the 2026-27 fiscal year.

The chart below illustrates the changes in the various General Fund Reserve categories from the 2022-23 fiscal year.
-
10,000,000
20,000,000
30,000,000
40,000,000
50,000,000
2022-23 2023-24 2024-25 2025-26
Estimated
2026-27
Proposed
Unassigned Assigned Capital Asset Replacement New Equipment General Fund Reserves

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Approve Resolution 2026-36 to Adopt the 2026-2027 Proposed Budget Page 3 For the Meeting of June,9 2026

BACKGROUND
The budget process begins in January of each year with a kickoff meeting with executive staff to discuss the budget process, expectations and City Council priorities.

Each department compiles figures for each account they are in charge of and submits detailed line items describing what makes up their expenditure and revenue totals for each line item. Staff also submits new request forms for any new operations, capital asset purchases or capital projects they wish to be included in the upcoming fiscal year budget.

Each department meets with Administrative staff to review their budgets for accuracy and to understand their operations needs before meeting with the City Manager and Assistant City Manager to determine what will be included in a draft presentation to City Council and the public.

The prior year budget projected that we would end the 2025-26 fiscal year with a total unassigned and assigned General Fund balance of $39,392,141, the proposed Fiscal Year 2026-27 budget estimates that we will end the 2025-26 fiscal year with $42,653,100. The increase is mainly due to ending the fiscal year in a much more favorable position than was estimated. This is due to higher sales tax and permit revenues and expenditures coming in below budget estimates from salary and benefit savings as well as professional and contract services. Additionally, the 2025- 26 fiscal year is estimated to have a deficit due to use of reserves for an additional PERS contribution of $1,000,000 and transfers totaling $1,000,000 to the infrastructure and New Equipment reserves. The deficit is not as great as was originally thought due to expenditure savings and higher than anticipated tax and permit revenue estimates.

A report and presentation of the draft budget was provided to the City Council and the public at a Study Session Meeting on April 28, 2026. A request for percentages of the expenditure budget across departments over the past ten years was requested and is included in the presentation materials.

DISCUSSION/ANALYSIS
While staff has not proposed any additions to current service levels, a number of significant increases will occur due to increases in costs for professional and contract services, insurance coverage, retirement obligations and software programs. Below are examples of increases incorporated in the draft budget that affect the General Fund:
• 2.3% increase for public safety Sheriff‘s Department services. • 1.5% increase to the public safety liability trust fund. • $300,703 increase in the unfunded liability contribution to CALPERS. • $249,444 increase in insurance costs.
• 3.4% March to March CPI increase for professional and contract services such as landscaping and custodial services.
• 3.4% increase in employee salaries and the corresponding increase to employee benefit costs.

A 3.4% CPI increase for permits, business licenses, the landscape parcel tax and Assessment District will be requested for approval by the Council later this year. CPI increases were considered in the proposed budget.

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Approve Resolution 2026-36 to Adopt the 2026-2027 Proposed Budget Page 4 For the Meeting of June,9 2026
The main reason for the projected surplus in the proposed budget after multiple years of deficit budgets is due to a significant repayment towards former redevelopment loans outstanding from the Department of Finance. That payment created an increase in the projected interest revenues for the Fiscal Year 2026-2027 budget.

Additionally, major developments that are planned to begin construction in the 2026-27 fiscal year are projected to bring in significant increases to permit revenues.

That one-time revenue boost should be enough to lift revenues over expenditures, creating a surplus for the 2026-2027 fiscal year.

The proposed budget allocates funding for investment in capital improvements and capital asset purchases that include the following:

Bonita Avenue $3,400,000
Badillo Road Rehabilitation & Signal Upgrade $1,715,000 Street Rehabilitation Tarryglen Lane $1,000,000
Street Rehabilitation Avenida Verde Vista $1,000,000
Ladera Serra Upgrades $75,000
City Yard Upgrades $200,000
Bus Route Striping $100,000
Foothill Blvd. Design $150,000
San Dimas Loop $94,000
Replacement Chipper and Trailer $115,000
Horse Stall Replacements $65,000
Ladera Serra Fence Restoration $141,240
Total Cost of Listed Projects $8,055,240

ALTERNATIVES

1. Reject the proposed budget and request changes to be included with a proposal to be presented at the June 23, 2026 Council Meeting.

Page 149 ends

Approve Resolution 2026-36 to Adopt the 2026-2027 Proposed Budget Page 5 For the Meeting of June,9 2026
Respectfully submitted,
Michael O'Brien
Director of Administrative Services
Attachments:

1. Resolution 2026-37

2. 2026-2027 City of San Dimas Operating and Capital Improvement Program Budget

3. Budget Presentation

Page 150 ends

ATTACHMENT 1
RESOLUTION 2026-36

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN DIMAS, COUNTY OF LOS ANGELES, ADOPTING A BUDGET FOR FISCAL YEAR 2026-27 WHEREAS, the City Manager has presented to the San Dimas City Council a proposed budget for Fiscal Year July 1, 2026-June 30 ,2027; and WHEREAS, the City Council of the City of San Dimas has conducted a public meeting on April 28, 2026 to consider the Fiscal Year 2026-27 budget document; and WHEREAS, the City Council of the City of San Dimas has concluded its review and intends to approve and adopt the Fiscal Year 2026-27 budget for the City and the Capital Improvement Program.

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

SECTION 1. The proposed Fiscal Year 2026-27 budget document entitled "2026-27 Operating and Capital Improvement Program Budget" and filed with the City Clerk with an expenditure budget of $58,421,797, as prepared and submitted by the City Manager and as modified by the City Council, is hereby approved, adopted, and appropriated.

SECTION 2. The City Council recognizes that the proposed 2026-27 budget will require adjustments from time to time, and accordingly, the City Manager or his designee is authorized to act in accordance with established budget policies and procedures.

SECTION 3. That the City Clerk is instructed to forward a copy of the Resolution and the Fiscal Year 2026-27 Budget to the Auditor/Controller of the County of Los Angeles, in accordance with Section 53901 of the Government Code.

SECTION 4. The City Council authorizes the City Manager or his designee to correct any identified errors and omissions in the proposed 2026-27 budget document entitled "2026-27Operating and Capital Improvement Program Budget" that relates to supporting information, descriptions, graphics, charts, definitions or spelling errors.

SECTION 10. The City Clerk shall certify as to the adoption of this Resolution.

PASSED, APPROVED AND ADOPTED this 9th, day of June 2026. ____________________________________
Emmett G. Badar, Mayor
ATTEST:
_______________________________
Debra Black, City Clerk

Page 151 ends

Resolution 2026-36 Page 2
Adopt FY 2026-27 Operating and Capital Improvement Program Budget June 9, 2026

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) §

CITY OF SAN DIMAS )
I, DEBRA BLACK, CITY CLERK of the City of San Dimas, California, do hereby certify that Resolution 2026-36 was duly adopted and passed at a regular meeting of the San Dimas City Council on the 9th, day of June, 2026 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Debra Black, City Clerk

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ATTACHMENT 2

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CITY OF SAN DIMAS
City Council Meeting
June 9,2026
Proposed 2026-27 Operating and Capital
Improvement Plan Budget

Page 435 ends

Fund Balance
Highlights
Proposed FY 2026-27

CITY OF SAN DIMAS

Page 436 ends

General Fund (001)
Revenues vs. Expenditures & Changes in Fund Balance
FY 26-27 (Proposed)
Revenues $34,755,116
Transfers In $402,000
Total Revenues $35,157,116
Expenditures $32,540,985
Transfers Out $684,004
Total Expenditures $33,224,989
Transfer out to Fund 100 $1,600,000
Change in Fund Balance $332,127
3 CITY OF SAN DIMAS

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4 CITY OF SAN DIMAS

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5 CITY OF SAN DIMAS
10 Year History of Expenditures
Fiscal Year Public Safety Public Works Administration
Community
Development Landscaping
Recreation
Center Faciliities
Senior
Center Housing
Recreation
Programs
General
Services Legal Capital Debt Total
2026-2027 Budget 10,055,042 4,743,890 3,497,510 2,680,605 1,817,656 1,258,362 1,458,929 555,473 422,307 1,869,527 4,390,688 475,000 1,600,000 - 34,824,989 2025-2026 Estimated 9,867,896 4,445,084 3,259,085 2,739,326 1,747,500 1,209,827 1,396,879 515,474 121,009 1,811,783 4,879,219 440,000 2,606,209 - 35,039,291 2024-2025 9,202,942 3,880,862 3,053,895 2,398,665 1,621,590 1,114,850 1,349,566 476,516 287,465 1,617,673 3,808,825 392,972 1,723,752 - 30,929,573 2023-2024 7,236,199 3,481,053 3,028,440 2,202,596 1,142,896 917,498 1,071,373 385,722 206,952 1,568,745 2,098,923 435,106 5,590,582 689,639 30,055,724 2022-2023 7,627,455 2,731,593 2,199,272 2,055,113 1,049,781 915,537 827,112 234,390 234,527 1,292,387 4,730,842 578,078 1,254,517 691,330 26,421,934 2021-2022 7,254,054 2,541,997 1,683,351 1,802,275 917,744 591,010 840,734 212,566 170,229 1,397,685 4,137,409 481,732 9,040,517 691,805 31,763,108 2020-2021 7,720,844 2,156,968 1,500,423 1,700,358 889,816 478,451 947,799 201,488 226,112 1,085,643 4,646,173 364,165 848,478 695,099 23,461,817 2019-2020 7,214,031 2,247,704 1,918,456 1,639,313 1,006,353 633,500 1,115,273 154,538 149,612 1,460,517 4,514,192 301,476 1,112,616 699,300 24,166,881 2018-2019 6,722,561 2,220,991 1,671,370 1,555,921 975,055 495,108 880,447 110,172 212,708 1,424,794 4,236,822 145,872 2,023,988 735,850 23,411,659 2017-2018 6,607,989 2,255,584 1,533,038 1,672,145 861,691 446,772 900,731 99,648 20,982 1,484,503 4,050,282 231,897 2,046,854 743,852 22,955,968 Ten Year Change 3,447,053 2,488,306 1,964,472 1,008,460 955,965 811,590 558,198 455,825 401,325 385,024 340,406 243,103 (446,854) (743,852) 11,869,021 Fiscal Year Public Safety Public Works Administration
Community
Development Landscaping
Recreation
Center Faciliities
Senior
Center Housing
Recreation
Programs
General
Services Legal Capital Debt Total
2026-2027 Budget 29% 14% 10% 8% 5% 4% 4% 2% 1% 5% 13% 1% 5% 0% 34,824,989 2025-2026 Estimated 28% 13% 9% 8% 5% 3% 4% 1% 0% 5% 14% 1% 7% 0% 35,039,291 2024-2025 30% 13% 10% 8% 5% 4% 4% 2% 1% 5% 12% 1% 6% 0% 30,929,573 2023-2024 24% 12% 10% 7% 4% 3% 4% 1% 1% 5% 7% 1% 19% 2% 30,055,724 2022-2023 29% 10% 8% 8% 4% 3% 3% 1% 1% 5% 18% 2% 5% 3% 26,421,934 2021-2022 23% 8% 5% 6% 3% 2% 3% 1% 1% 4% 13% 2% 28% 2% 31,763,108 2020-2021 33% 9% 6% 7% 4% 2% 4% 1% 1% 5% 20% 2% 4% 3% 23,461,817 2019-2020 30% 9% 8% 7% 4% 3% 5% 1% 1% 6% 19% 1% 5% 3% 24,166,881 2018-2019 29% 9% 7% 7% 4% 2% 4% 0% 1% 6% 18% 1% 9% 3% 23,411,659 2017-2018 29% 10% 7% 7% 4% 2% 4% 0% 0% 6% 18% 1% 9% 3% 22,955,968 Ten Year Change 0% 4% 3% 0% 1% 2% 0% 1% 1% -1% -5% Page 439 – 644 0% -4% -3% 11,869,021

CITY OF SAN DIMAS
6 General Fund Reserves
2022-23 2023-24 2024-25 2025-26 Estimated 2026-27 Proposed -
5,000,000
10,000,000
15,000,000
20,000,000
25,000,000
30,000,000
35,000,000
40,000,000
45,000,000
50,000,000
General Fund Reserves
Unassigned Assigned Capital Asset Replacement New Equipment Page 440 – 644

CITY OF SAN DIMAS
7 General Fund Impacts to the Budget
Examples of Increases to costs of existing services
• 3.4% increase to employee salaries and majority of major contracts • 2.3% increase for public safety services.
• 1.5% increase to the public safety liability trust fund. • $300,703 increase in the unfunded liability contribution to CALPERS • $84,752 increase for Technology Subscriptions and Licenses One-time Revenues supporting the budget
• Former redevelopment Agency loan repayment will be $2,111,533, an increase of $1,506,489 from the prior year distribution.
• Building Permits projected to total $1,456,500, an increase of $513,000 from the prior year budget. Page 441 – 644
Special Funds
Fund Balance Summary
FY 26-27 (Proposed)
Revenues $13,896,788
Transfers In $1,861,697
Total Revenues $15,758,485
Expenditures $20,138,862
Transfers Out $402,000
Total Expenditures $20,540,862
Change in Fund Balance ($4,782,377)
8 CITY OF SAN DIMAS

Page 442 ends

Housing Authority & Successor Agency
Fund Balance Summary
FY 26-27 (Proposed)
Revenues $4,811,229
Transfers In $422,307
Total Revenues $5,233,536
Expenditures $5,741,950
Transfers Out $0
Total Expenditures $5,741,950
Reserves/ (Use) of Fund Balance $0
Change in Fund Balance $(508,414)
9 CITY OF SAN DIMAS

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All Funds
Fund Balance Summary
FY 26-27 (Proposed)
Total Revenues $53,463,133
Total Expenditures $58,421,797
Change in Fund Balance ($4,958,664)
10 CITY OF SAN DIMAS

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11 CITY OF SAN DIMAS

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12 CITY OF SAN DIMAS
Capital Asset Amount
Bonita Avenue $3,400,000
Badillo Road Rehabilitation & Signal Upgrade $1,715,000 Street Rehabilitation Tarryglen Lane $1,000,000
Street Rehabilitation Avenida Verde Vista $1,000,000
City Yard Upgrades $200,000
Foothill Blvd. Design $150,000
Ladera Serra Fence Restoration $141,240
Replacement Chipper and Trailer $115,000
Bus Route Striping $100,000
San Dimas Loop $94,000
Ladera Serra Upgrades $75,000
Horse Stall Replacements $65,000
Total Cost of Listed Projects $8,055,240
Capital Asset Investments 2026-2027

Page 446 ends

CITY OF SAN DIMAS
13 Additional
Items
Fleet Management
Software $10,000
Public Works Accela
Online Permit
Application Submission
Implementation $40,000
Community Wide Survey
$40,000

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CITY OF SAN DIMAS
14

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Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of June 9, 2026
From: Brad McKinney, City Manager
Prepared by: Scott Wasserman, Director of Parks & Recreation Subject: Adopt Resolution 2026-39 Setting the Citywide Landscape Parcel Tax for Fiscal Year 2026-2027
____________________________________________________________________________

SUMMARY
Ordinance 1086 requires that the voter approved Citywide Landscape Parcel Tax shall be set annually by the City Council following a public hearing. A resolution is presented for City Council consideration and adoption.

RECOMMENDATION
City staff recommends that the City Council:

1. Conduct a public hearing recommending the Citywide Parcel Tax be imposed per parcel in the City of San Dimas for Fiscal Year 2026-2027.

2. Adopt Resolution 2026-39, Option 1 – With Increase

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

LOS ANGELES, STATE OF CALIFORNIA, SETTING THE SPECIAL CITY-WIDE PARCEL TAX FOR FISCAL YEAR 2026-2027 TO BE USED FOR LANDSCAPE

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

FISCAL IMPACT
The fiscal impact is dependent on City Council action. Funds collected from the Citywide Parcel Tax are used to offset costs in the City Budget in Fund 8 (Landscape Parcel Tax). For Fiscal Year

Page 449 ends

Setting the Citywide Landscape Parcel Tax for Fiscal Year 2026-2027 Page 2 For the Meeting of June 9, 2026
2026-27, Fund 8 expenditures are estimated at $1,346,666. Approval of the recommended action would increase the Parcel Tax collected in FY 2026-27 by 3.4% (or $36,414) to approximately $1,107,414 to correspond to the 3.4% increase in the Consumer Price Index. With the 3.4% increase in revenue generated, Fund 8 is still projected to run a deficit of approximately $239,252 that will need to be covered by the General Fund. If the City Council does not increase the parcel tax, the fund deficit in the Landscape Parcel Tax Fund would increase to $275,666.

BACKGROUND
In November 1997 the voters of the City of San Dimas by a 71% affirmative vote, approved Ordinance 1086 adopting a special parcel tax to be levied against properties in the city. Per voter approval, the revenues collected are exclusively used to improve and maintain public parks, parkways, medians, and trees. Citywide Landscape Parcel Tax revenues and expenditures are reflected in Fund 8 of the City Budget. Parcel tax funds are used to pay for maintenance activities performed by the City’s two primary landscape contractors, Nieves Landscape and West Coast Arborist.

Estimated expenditures in Fund 8 for Fiscal Year 2026-27 are $1,346,666. The expenditures include costs for citywide contract landscape and tree maintenance services, utilities (electric & water), and landscape and irrigation supplies. In addition to revenue generated by the citywide parcel tax, other revenue in Fund 8 includes reimbursement of approximately $27,000 from the Bonita Unified School District to cover 50% of the maintenance costs for the San Dimas Sportsplex. Any cost not covered by the Landscape Parcel Tax would need to be subsidized by the General Fund.

Ordinance 1086 requires that, commencing with FY 1999–2000, the special tax shall be set annually by the City Council following a public hearing. The rate of the tax as established by Ordinance 1086 can be adjusted annually to reflect changes in the Consumer Price Index by an amount equal to the increase in the CPI for the period extending from April 1 of the previous year through March 31 of the current year, which was 3.4% for April 1, 2025 - March 31, 2026 period.

DISCUSSION/ANALYSIS
Staff requests that the City Council review two options for the citywide Landscape Parcel Tax rates for FY 2026–27.

Option 1 - Adjust the tax by 3.4% to correspond to the increase in the Consumer Price Index of

3.4% for March 2026.

The revenue for Option 1 is projected at $1,107,414, reflecting an increase of $36,414. In this scenario, Fund 8 would continue to run a deficit of $239,252 that would need to be subsidized by the General Fund.

Option 2 - Maintain the landscape parcel tax at the same rate without adjustment for FY 2026- 2027.

The revenue for Option 2 is the same as current fiscal year, projected at $1,071,000. In this scenario, the deficit in Fund 8 would grow to $275,666 that would need to be subsidized by the General Fund.

Rates based on property classification are indicated in the following chart:

Page 450 ends

Setting the Citywide Landscape Parcel Tax for Fiscal Year 2026-2027 Page 3 For the Meeting of June 9, 2026
Option 1 Option 2
Property Classification Tax Amount Tax Amount Increase
Single Family Residential $77.85 $75.29 $2.56/home
Commercial/Industrial, per front foot $ 2.37 $2.29 $0.08/foot Non-Profit/Tax Exempt Parcels, per front foot $ 0.49 $0.47 $0.02/foot Multi-Family Residential, per unit $57.01 $55.14 $1.87/unit Mobile home Parks, per front foot $1.82 $1.76 $0.06/foot Concluding the public hearing, City Council may adopt a resolution to assess the landscape parcel tax for FY 2026-27 with a 3.4% consumer price index adjustment as indicated in Option 1 or at the same rate as FY 2025–26, as indicated in Option 2. The Landscape Parcel Tax will operate with a projected deficit of $239,252 in Option 1, and a larger deficit of $275,666 in Option 2. Both options will require a General Fund subsidy to complete scheduled maintenance activities.

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

1. Resolution 2026-39, Option 1 With Increase

2. Resolution 2026-40, Option 2 With No increase

3. Ordinance 1086

Page 451 ends

ATTACHMENT 1
RESOLUTION 2026-39
(Option 1 – with increase)

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

LOS ANGELES, STATE OF CALIFORNIA, SETTING THE SPECIAL CITY-WIDE PARCEL TAX FOR FISCAL YEAR 2026-2027 TO BE USED FOR LANDSCAPE

MAINTENANCE PURPOSE
WHEREAS, At the November 1997 City election, the voters of the City of San Dimas approved Ordinance No. 1086 adopting a special parcel tax to be levied against the properties in the City, with the revenues to be used to improve and maintain parkway trees, landscaping, public parks and other public areas; and
WHEREAS, Ordinance No. 1086 requires that commencing with fiscal year 1999-2000, the special tax shall be set annually by the San Dimas City Council following a public hearing; and
WHEREAS, Ordinance No. 1086 provides that annually, without further voter approval, the amount of the tax may be adjusted by the City Council to reflect changes in the Consumer Price Index for all Urban Consumers for the Los Angeles-Anaheim-Riverside Area, as published by the United States Department of Labor, Bureau of Labor Statistics; and WHEREAS, The Consumer Price Index for the period of April 1, 2025 to March 31, 2026 was 3.4%; and
WHEREAS, the public hearing to set the annual special tax has been properly noticed for the City Council meeting of June 9, 2026; and
WHEREAS, the public hearing was held and testimony received, if any at the June 9, 2026 City Council meeting; and
WHEREAS, the City Council desires to increase the rate of the special parcel tax at the Consumer Price Index rate of 3.4% for fiscal year 2026-2027 as authorized by the provisions of Ordinance No. 1086,
NOW, THEREFORE, BE IT FURTHER RESOLVED that the City Council of the City of San Dimas does hereby resolve that:

SECTION 1. For fiscal year 2026-2027 the following special parcel tax shall be levied against property in the City of San Dimas:

PROPERTY CLASSIFICATION AMOUNT OF TAX
Single Family Residential $77.85
Commercial/ Industrial, per front foot $2.37
Non-Profit/Tax Exempt Parcels, per front foot $ 0.49
Multi-Family Residential, per unit $57.01
Mobil Home Parks, per front foot $ 1.82

Page 452 ends

Resolution 2026-39 Page 2
Setting the Citywide Landscape Parcel Tax for Fiscal Year 2026-2027 June 9, 2026
2 6
0 5
PASSED, APPROVED AND ADOPTED this 9th day of June, 2026. ____________________________________
Emmett G. Badar, Mayor
ATTEST:
_______________________________
Debra Black, City Clerk

STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) §

CITY OF SAN DIMAS )
I, DEBRA BLACK, CITY CLERK of the City of San Dimas, California, do hereby certify that Resolution 2026-39 was duly adopted and passed at a regular meeting of the San Dimas City Council on the 9th, day of June, 2026 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Debra Black, City Clerk

Page 453 ends

ATTACHMENT 2
RESOLUTION 2026-40
(Option 2 – no increase)

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

LOS ANGELES, STATE OF CALIFORNIA, SETTING THE SPECIAL CITY-WIDE PARCEL TAX FOR FISCAL YEAR 2026-2027 TO BE USED FOR LANDSCAPE

SECTION 1. For fiscal year 2026-2027 the following special parcel tax shall be levied against property in the City of San Dimas:

PROPERTY CLASSIFICATION AMOUNT OF TAX
Single Family Residential $75.29
Commercial/ Industrial, per front foot $ 2.29
Non-Profit/Tax Exempt Parcels, per front foot $ 0.47
Multi-Family Residential, per unit $55.14
Mobil Home Parks, per front foot $ 1.76

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San Dimas City CouncilJune 9, 2026

San Dimas City Council
June 9, 2026