Agenda packet — San Dimas City Council, July 28, 2026 (part 1 of 3)

CITY COUNCIL
HOUSING AUTHORITY MEETING AGENDA
TUESDAY JULY 28, 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].

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6:30 PM
PUBLIC RECEPTION FOR ELECTION OFFICIALS
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
INSTALLATION AND OATH OF OFFICE FOR ELECTED OFFICIALS

1. Installation of Officials

2. Appoint Mayor Pro Tem for the 20262027 Term

3. Discussion and Consideration of Public Official Appointments to Intergovernmental Boards and Committees

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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
INSTALLATION AND OATH OF OFFICE FOR ELECTED OFFICIALS

1. Installation of Officials

2. Appoint Mayor Pro Tem for the 20262027 Term

3. Discussion and Consideration of Public Official Appointments to Intergovernmental Boards and Committees

4. Remarks from Councilmembers
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. Public comments will be taken in the following order: (1) in person, (2) Zoom participants, (3) telephone call in. 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 202646, A Resolution of the City Council of the City of San Dimas, Approving Certain Demands for the Prepaid Warrant Register of June 30, 2026,in the amount of $1,098,936.21, Warrant Register of July 15, 2026,in the amount of $1,041,740.24 and Warrant Register of July 30, 2026 in the amount of $735,475.32.

CC2. Approve Minutes of the June 23, 2026 City Council Study Session Meeting and June 23, 2026 City Council Meeting
CC3. Deny Claim Flores v. City of San Dimas CJP 3056371 CC4. Approve an Amendment to the Shuster Advisory Contract Increasing the Annual Advisory Fees from $25,000 to $30,000.

CC5. Approve a Professional Services Agreement with Merchant Cost Consulting LLC (MCC) to Review and Optimize the City's Merchant Services and Credit Card Processing Costs CC6. Receive and File the June 2026 Investment Report
CC7. Approve a OneYear Contract Extension with The Sauce Creative Services Corporation for the Production of the Quarterly City Newsletter and Recreation Guide in an Amount Not to Exceed $68,802.76
CC8. Approve a OneYear Contract Extension with Inland Empire Stages, LTD for Luxury Coach Transportation Services in the Amount of $68,680.50
CC9. Approve a 6month Contract Extension with Guaranteed Janitorial Services, Inc. for Contract Janitorial Maintenance Services, at an Amount not to Exceed $104,497.62 CC10. Adopt Resolution 202647 Approving Final Tract Map 84582 and Approving and Authorizing the City Manager to Execute the Subdivision Agreement for Property Located at 901 W.

CovinaBlvd(APN:8385006027)

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CC7. Approve a OneYear Contract Extension with The Sauce Creative Services Corporation for the Production of the Quarterly City Newsletter and Recreation Guide in an Amount Not to Exceed $68,802.76
CC8. Approve a OneYear Contract Extension with Inland Empire Stages, LTD for Luxury Coach Transportation Services in the Amount of $68,680.50
CC9. Approve a 6month Contract Extension with Guaranteed Janitorial Services, Inc. for Contract Janitorial Maintenance Services, at an Amount not to Exceed $104,497.62 CC10. Adopt Resolution 202647 Approving Final Tract Map 84582 and Approving and Authorizing the City Manager to Execute the Subdivision Agreement for Property Located at 901 W.

Covina Blvd (APN: 8385006027)
CC11. Award Construction Contract No. 202507 II – Horsethief Canyon Water Quality Management Improvements to Gentry General Engineering, Inc. for $753,378.00; Approve Overall Project Budget of $911,788.00 including Construction, Engineering Services, and Contingency; Award Professional Services Agreement to GeoAdvantec for $30,284.00; Award Professional Services Agreement to Kelsoe & Associates for $15,120.00.

Appropriation of $911,788.00 from Fund 78 (Measure W); which includes a Carry over of $518,829, from the Fiscal Year 202526 Approved Budget for Horsethief Canyon Water Quality Management Project from Fund 78 (Measure W)
CC12. Approve the Sole Source Purchase of 6 Brasco International Axle Retreat Bus Shelters for the Amount of $74,850.00 from Fund 72
CC13. Approve Master Agreement No. 075367F15 with the California Department of Transportation (Caltrans) for Federal and State Funded Projects and Adoption of Resolution 202648 Authorizing Designated Officials to Execute Required Fiscal and Engineering Documents
CC14. Adopt a Position to Support and Join the Coalition led by the California Joint Powers Insurance Authority (CJPIA) to Support Local Government Liability Reform END OF CONSENT CALENDAR
RECOMMENDATION: Approve consent calendar with recommendations as presented in staff reports.

OTHER BUSINESS
OB1. Approve San Dimas DialaCab Service Hour Change
RECOMMENDATION:

Staff recommends that the City Council:

Approve a change in the DialaCab (DAC) 24hour service schedule to a 7:00 a.m. – 8:00 p.m. service schedule, effective September 1, 2026.

OB2. HOUSING AUTHORITY Approve an Agreement for Management Services of Charter Oak Mobile Home Estates and Monte Vista Place Senior Apartments with Star Mobilehome Park Management
RECOMMENDATION:

City Staff recommends that the Housing Authority:

Approve the proposed Agreement for Management Services with Star Mobilehome Park Management in a form approved by the City Attorney; and AthithEtiDithidittdlldt

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Approve a change in the DialaCab (DAC) 24hour service schedule to a 7:00 a.m. – 8:00 p.m. service schedule, effective September 1, 2026.

OB2. HOUSING AUTHORITY Approve an Agreement for Management Services of Charter Oak Mobile Home Estates and Monte Vista Place Senior Apartments with Star Mobilehome Park Management
RECOMMENDATION:

City Staff recommends that the Housing Authority:

Approve the proposed Agreement for Management Services with Star Mobilehome Park Management in a form approved by the City Attorney; and Authorize the Executive Director, or his designee, to execute any and all documents necessary, including but not limited to amendments and modifications to implement the Agreement as approved by the City Attorney, and transition of property management services.

OB3. Introduction of Ordinance 1339, Amending Chapters 3.28 and 3.30 of the San Dimas Municipal Code to Update and Clarify the City’s Purchasing System and Public Project Bid Protest Procedures
RECOMMENDATION:

Staff recommends that the City Council:

Introduce for first reading, read by title only and waive further reading of Ordinance 1339.

OB4. Support for Assembly Bill 1821 (Pacheco) California Public Records Act: Agency Response Time
RECOMMENDATION:

City Staff recommends that the City Council:

Adopt a position in support of Assembly Bill (AB) 1821 (Pacheco), authorize the City Clerk to sign a letter of support on behalf of the City, and transmit the letter to the bill's author and appropriate legislative representatives.

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

1. CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Property: 121 N San Dimas Avenue (APN: 8387011904)
City Negotiators: Brad McKinney, City Manager; Travis Sais, Assistant City Manager; Scott Wasserman, Parks and Recreation Director, Jeff Malawy, City Attorney Negotiating Parties: Vincenzo’s Terrazza, Inc.; City of San Dimas Under Negotiation: Price and Terms of Payment

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

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 July 24, 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.

July 24, 2026 Debra Black
Debra Black, City Clerk

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HOW TO PARTICIPATE AND SUBMIT COMMENTS
In Person: Upon arrival, please locate and complete a speaker card. Provide the speaker card to the City Clerk and take a seat in the audience area. Your name will be called when it is your turn to speak.

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Click the Zoom link on the posted agenda or type in the zoom link address for this meeting
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Participation Instruction for Public Comment Period
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Certificate of Appointment and Oath of Office
I, Debra Black, City Clerk of the City of San Dimas, State of California, do hereby certify that on March 18, 2026 the City Council of the City of San Dimas approved Resolution 2026-19, cancelling the June 2, 2026 General Municipal Election pursuant to Elections Code Section 10229. On March 18, 2026, Emmett G. Badar was appointed to the office of Mayor, for a full term of two years.

Witness my hand and official seal this 28th, day of July 2026. ___________________________
Debra Black, City Clerk

STATE OF CALIFORNIA
County of Los Angeles
I, Emmett G. Badar, do solemnly swear that I will support and defend the Constitution of the United States and the Constitution of the State of California against all enemies, foreign and domestic; that I will bear true faith and allegiance to the Constitution of the United States and the Constitution of the State of California; that I take this obligation freely, without any mental reservation or purpose of evasion; and that I will well and faithfully discharge the duties upon which I am about to enter.
_________________________________
Emmett G. Badar
Subscribed and sworn to before me, this 28th, day of July, 2026. ___________________________
Debra Black, City Clerk

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Certificate of Appointment and Oath of Office
I, Debra Black, City Clerk of the City of San Dimas, State of California, do hereby certify that on March 18, 2026 the City Council of the City of San Dimas approved Resolution 2026-19, cancelling the June 2, 2026 General Municipal Election pursuant to Elections Code Section 10229. On March 18, 2026, Eric Nakano was appointed to the office of Councilmember, District 2, for a full term of four years.

Witness my hand and official seal this 28th, day of July 2026. ___________________________
Debra Black, City Clerk

STATE OF CALIFORNIA
County of Los Angeles
I, Eric Nakano, do solemnly swear that I will support and defend the Constitution of the United States and the Constitution of the State of California against all enemies, foreign and domestic; that I will bear true faith and allegiance to the Constitution of the United States and the Constitution of the State of California; that I take this obligation freely, without any mental reservation or purpose of evasion; and that I will well and faithfully discharge the duties upon which I am about to enter.
_________________________________
Eric Nakano
Subscribed and sworn to before me, this 28th, day of July, 2026. ___________________________
Debra Black, City Clerk

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Vienna was appointed to the office of Councilmember, District 4, for a full term of four years.

Witness my hand and official seal this 28th, day of July 2026. ___________________________
Debra Black, City Clerk

STATE OF CALIFORNIA
County of Los Angeles
I, Ryan A. Vienna, do solemnly swear that I will support and defend the Constitution of the United States and the Constitution of the State of California against all enemies, foreign and domestic; that I will bear true faith and allegiance to the Constitution of the United States and the Constitution of the State of California; that I take this obligation freely, without any mental reservation or purpose of evasion; and that I will well and faithfully discharge the duties upon which I am about to enter.
_________________________________
Ryan A. Vienna
Subscribed and sworn to before me, this 28th, day of July, 2026. ___________________________
Debra Black, City Clerk

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Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of July 28, 2026
From: Brad McKinney, City Manager
Prepared by: Debra Black, City Clerk
Subject: Appoint Mayor Pro Tem for the 2026-2027 Term
____________________________________________________________________________

SUMMARY
The City Council annually appoints a Mayor Pro Tem pursuant to its established rotation process based on Councilmember seniority. The Mayor Pro Tem serves in the absence of the Mayor and performs duties as assigned by law and City Council policy. Consistent with the City's established appointment process, Councilmember Bratakos is eligible and recommended for appointment as Mayor Pro Tem for a one-year term.

RECOMMENDATION
City Staff recommends that the City Council:
• Continue the City Council’s established Mayor Pro Tem appointment process. • Appoint Councilmember Rachel Bratakos as the next Mayor Pro Tem.

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

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

BACKGROUND
In 2008, the City Council amended its Mayor Pro Tem appointment process by reducing the term from four years to one year. The change was intended to provide greater opportunities for Councilmember participation in leadership roles through a regular rotation system.

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Appointment of Mayor Pro Tem for the 2026-2027 Term
For the Meeting of July 28, 2026 Page 2
Following subsequent changes to the City's election schedule, the City Council in 2022 adjusted the timing of annual appointments to July to align with the General Municipal Election cycle and related organizational appointments.

DISCUSSION/ANALYSIS
The Mayor Pro Tem serves in the absence of the Mayor and performs duties as prescribed by law and City Council policy. The City's appointment process follows a rotation based on Councilmember seniority. Councilmembers become eligible for appointment after completing one full year of service on the City Council.

Based on the established rotation schedule and Councilmember tenure, Councilmember Bratakos is next in line for appointment as Mayor Pro Tem.

Benefits of the annual rotation process include:

1. Increased participation by providing leadership opportunities to all eligible Councilmembers.

2. Broader representation of perspectives in City leadership.

3. Professional development and governance experience for Councilmembers.

4. Transparency and consistency in the appointment process.

ALTERNATIVES
The City Council may:

1. Appoint a different eligible Councilmember as Mayor Pro Tem.

2. Modify the Mayor Pro Tem appointment process or timing.

3. Provide other direction to staff.

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

Respectfully submitted,
Debra Black
City Clerk
Attachments:

1. History of Mayor Pro Tem in San Dimas

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History of Councilmembers in
San Dimas
Emmett G. Badar
Councilmember 2007-2008
Mayor Pro Tem 2008-2009
Councilmember 2009-2012
Mayor Pro Tem 2012-2013
Councilmember 2013-2016
Mayor Pro Tem 2016-2017
Councilmember 2017-2020
Mayor 2020-Present
Ryan A. Vienna
Councilmember 2017-2019
Mayor Pro Tem 2019-2020
Councilmember 2020-2023
Mayor Pro Tem 2023-2024
Councilmember 2024-Present
Eric D. Weber
Councilmember 2020-2021
Mayor Pro Tem 2021-2022
Councilmember 2022- 2023
Mayor Pro Tem 2025-2026
Eric Nakano
Councilmember 2022-2024
Mayor Pro Tem 2024-2025
Councilmember 2025-Present
Rachel Bratakos*
Councilmember 2024-Present
Mayor Pro Tem 2026-2027
Updated: June 16 2026

ATTACHMENT

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Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of July 28, 2026
From: Brad McKinney, City Manager
Prepared by: Debra Black, City Clerk
Subject: Discussion and Consideration of Public Official Appointments to Intergovernmental Boards and Committees
____________________________________________________________________________

SUMMARY
This annual item provides for the review and appointment of City Council members as voting delegates and alternates to outside agencies.

RECOMMENDATION
Staff recommends that the City Council:
• Review the current appointments to the intergovernmental boards and committees for any changes or updates.

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

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

BACKGROUND
The City Council annually reviews and updates its appointments to outside agencies as needed.

In prior years, this review occurred in April following the March election. However, following the change in the City's election cycle, the appointment of the Mayor Pro Tem was moved to July. As a result, the review of outside agency appointments is now conducted concurrently.

Each year, the League of California Cities (LCC) and the Southern California Association of Governments (SCAG) request confirmation of the City's voting delegate and alternate(s) for their

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Public Official Appointments to Intergovernmental Boards and Committees Page 2 For the Meeting of July 28, 2026
respective annual business meetings. These meetings provide an opportunity for member cities to consider and act on resolutions that influence local government policy and help improve the quality, responsiveness, and effectiveness of municipal governance throughout California. Active participation by all cities is important to ensure local interests are represented.

Historically, the Mayor has served as the City's voting delegate for the LCC, with the City Manager or their designee serving as the alternate. The City Council also annually appoints the City's voting delegate and alternate(s) for SCAG.

DISCUSSION/ANALYSIS
Councilmembers represent the City of San Dimas on a variety of regional boards and commissions. Through these appointments, they participate in the planning, policy development, and decision-making processes that affect not only San Dimas but also neighboring communities throughout the region.

Some of these appointed positions provide compensation to the Councilmember serving in the role. In accordance with Fair Political Practices Commission (FPPC) Regulation 18702.5, the City must post FPPC Form 806 on its website identifying any compensated appointed positions for which an elected official may vote to appoint themselves. The form must be posted on the City ‘s website before the Council vote, including when the appointment is considered on the consent calendar, if the appointee will participate in the decision and the appointment results in additional compensation. Provided the required disclosure is made before the vote, the regulation permits an official to participate in the appointment decision, even when it results in additional compensation to that official.

Additionally, certain appointments require the filing of an annual Statement of Economic Interests (Form 700) pursuant to the California Political Reform Act. This filing discloses financial interests that may potentially create conflicts of interest in the performance of official duties.

Attached to this report is a brief description of each outside agency, including its purpose and meeting schedule, to provide context for the appointment process.

ALTERNATIVES
No alternatives are being presented because City representation on outside agencies can promote advocacy, engagement and collaboration.

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,
Debra Black
City Clerk

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Public Official Appointments to Intergovernmental Boards and Committees Page 3 For the Meeting of July 28, 2026
Attachments:

1. Descriptions of Intergovernmental Boards and Committees

2. League of California Cities Voting Delegate

3. 2025 City Council Intergovernmental Appointments

4. Form 806 Agency Report of Public Official Appointments

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Intergovernmental Boards and Committees Descriptions and Meeting Data 1 California Contract Cities Association – Meetings as announced The four main functions of the California Contract Cities Association:

Education
The California Contract Cities Association strives to provide world-class educational opportunities for our members. We firmly believe knowledge is the best tool each of us possesses to be more effective leaders and to promote the betterment of our cities. We proudly offer numerous educational seminars, conferences, and meetings each year to provide our members with the latest policy updates and collaborative efforts to tackle the most challenging issues facing today’s local elected officials. Our major conferences and seminars provide local elected officials a unique perspective on how neighboring cities are working toward solving complex problems our cities face. Our unique relationship with the University of Southern California Sol Price School of Public Policy sets us apart from any other organization and allows us to offer extensive, university-level executive education to our members.

Advocacy
Representing 80 cities and nearly 8 million residents, the California Contract Cities Association is stronger than it’s ever been. Our strength comes from our numbers and our unrivaled ability to navigate the legislative and policy making processes. The California Contract Cities Association has fiercely advocated for the rights of cities to practice the contracting model and to strengthen local control since 1957. We are the premier advocacy association in Los Angeles County and beyond and have advocated successfully for our member cities for more than 65 years.

Networking
The California Contract Cities Association gathers elected officials, city staffers, and key members from the corporate world to collaborate and build relationships that will benefit the constituencies from each of our member cities. The relationships formed as part of our networking events are invaluable assets when we engage in our advocacy efforts. We encourage all our members to attend CCCA events to build relationships with like-minded professionals so they can better serve their communities.

Access
Our network of proven service providers is eager to serve your cities and constituencies. The contracting model is in our DNA; we, therefore, through our network of Associate Members, forge public, private and not for profit partnerships to promote collaborative governance across sectors. These collaborations provide unprecedented opportunities for efficiencies in better serving the public significant cost savings.

League of California Cities/City Selection Committee – 1st Thursday (January, March and June) or as announced 6:00 PM
The League of California Cities defends and expands local control through advocacy efforts in the Legislature, at the ballot box, in the courts, and through strategic outreach that informs and educates the public, policymakers, and opinion leaders. Cal Cities also offers education and training programs designed to teach city officials about new developments in their field and exchange solutions to common challenges facing their cities.

ATTACHMENT 1

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Intergovernmental Boards and Committees Descriptions and Meeting Data 2 The League of California Cities advocates tirelessly on the issues that matter most to California's 482 towns and cities. The advocacy team works with regional field staff and lawmakers to sponsor, draft, and support legislative and regulatory measures that promote local decision-making, and lobby against policy that erodes local control. They also form coalitions with other local government associations and stakeholders to advocate for common goals.

Cal Cities takes positions on hundreds of bills annually. With over 400 city officials serving on the Cal Cities seven policy committees, cities directly influence the direction of Cal Cities’ overall advocacy efforts.

Committees:

1. Community Services

2. Environmental Quality

3. Governance, Transparency and Labor Relations

4. Housing, Community and Economic Development

5. Public Safety

6. Revenue and Taxation

7. Transportation, Communications and Public Works
Southern California Association of Governments – 1st Thursday 12:00 PM – Los Angeles The Southern California Association of Governments (SCAG) is a Joint Powers Authority under California state law, established as an association of local governments and agencies that voluntarily convene as a forum to address regional issues. Under federal law, SCAG is designated as a Metropolitan Planning Organization (MPO) and under state law as a Regional Transportation Planning Agency and a Council of Governments.

The SCAG region encompasses six counties (Imperial, Los Angeles, Orange, Riverside, San Bernardino and Ventura) and 191 cities in an area covering more than 38,000 square miles. The agency develops long-range regional transportation plans including sustainable communities’ strategy and growth forecast components, regional transportation improvement programs, regional housing needs allocations and a portion of the South Coast Air Quality management plans. In 1992, SCAG expanded its governing body, the Executive Committee, to a 70-member Regional Council to help accommodate new responsibilities mandated by the federal and state governments, as well as to provide more broad-based representation of Southern California’s cities and counties. With its expanded membership structure, SCAG created regional districts to provide for more diverse representation. The districts were formed with the intent to serve equal populations and communities of interest. Currently, the Regional Council consists of 86 members.

Los Angeles County Sanitation Districts – 4th Wednesday 1:30 PM - Whittier (Mayor automatic delegate)
The Los Angeles County Sanitation Districts are a public agency focused on converting waste into resources like recycled water, energy and recycled materials. The agency consists of 24 independent special districts serving about 5.5 million people in Los Angeles County. The service areas i cover approximately 850 square miles and encompass 78 cities and unincorporated areas in the county.

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Intergovernmental Boards and Committees Descriptions and Meeting Data 3 Each Sanitation District has a Board of Directors consisting of the mayor of each city served, and the Chair of the County Board of Supervisors for unincorporated territory.

California Joint Powers Authority – 4th Wednesday 5:30 PM – La Palma The Board of Directors consists of one representative selected from the governing body of each member of the Authority. Each July, the entire Board of Directors attends an annual business meeting. At the annual meeting, the president and vice president of the Authority and other members of the Executive Committee are elected, reports of the affairs of the Authority are considered, and any other business may be transacted which is within the powers of the Board of Directors.

Executive Committee
The nine members of the Executive Committee are elected by the Board of Directors to provide day-today policy direction to the Authority’s staff. Serving two-year, overlapping terms, they are elected as president, vice president, and seven at-large directors to oversee the Authority’s affairs. The Executive Committee meets monthly to consider policies related to the California JPIA’s many programs and services. In addition, the Executive Committee also carries out ex-officio responsibility for Claims, Budget, Bylaws, and Personnel committees. Chairs for the Authority’s advisory committees, Managers, Risk Managers, and Finance Officers, are also participants in Executive Committee and Claims Committee meetings.

Pomona Valley Transit Authority – 2nd Wednesday 5:00 PM – La Verne Pomona Valley Transportation Authority (PVTA) offers transportation programs for the cities of Claremont, La Verne, Pomona and San Dimas in California.

Programs include the Pomona Valley Get About program for seniors and disabled, Claremont Dial-a-Ride for all ages, Pomona Group Services, and San Dimas Dial-a-Cab for all ages.

Foothill Transit Joint Powers Authority Governing Board – Last Friday 7:45 AM – West Covina
Foothill Transit is governed by a Joint Powers Authority of 22-member cities and the County of Los Angeles. The larger Governing Board is divided into five regional clusters that elect representatives once a year at the agency's annual meeting to serve on a five-member Executive Board.

San Gabriel Valley Council of Governments – 3rd Thursday – 4:00 PM – West Covina The San Gabriel Valley Council of Governments (SGVCOG) is a regional government planning agency that aims to maximize the quality of life in the San Gabriel Valley. They are a joint powers authority that consists of 31 incorporated cities, unincorporated communities in Los Angeles County Supervisorial Districts 1, and 5, and three San Gabriel Valley Municipal Water Districts (San Gabriel Valley Municipal Water District, Three Valleys Municipal Water District, and Upper San Gabriel Valley Municipal Water District).

The SGVCOG is the largest and most diverse sub-regional council of governments in Los Angeles County. It encompasses more than 374 square miles and has more than 2 million residents.

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Intergovernmental Boards and Committees Descriptions and Meeting Data 4 The SGVCOG serves as a subregional government agency that maximizes resources and promotes regional and member interests to improve the quality of life in the San Gabriel Valley.

The SGVCOG serves as a model subregional government agency in Southern California that is committed to enhancing the quality of life in the San Gabriel Valley by supporting member agency goals, promoting regional collaboration, and delivering exceptional government services, programs, and capital projects across the membership.

San Gabriel Valley Mosquito & Vector Control District – 2nd Friday 7:00 AM – West Covina
The San Gabriel Valley Mosquito and Vector Control District is an Independent Special District. Power of authority is granted through the California Health and Safety Code, Sections 2000-2067. The District is governed by a 27-member Board of Trustees, consisting of an appointed representative from each city plus the County of Los Angeles.

Under the California Health and Safety Code, the San Gabriel Valley Mosquito and Vector Control District ("The District" or "SGVMVCD") is a public health agency that provides protection from vectorborne diseases. The District is primarily charged with protecting the public from mosquito-borne diseases. They also monitor and treat for biting black flies.

Metro Gold Line Foothill Extension JPA – 2nd Thursday 11:30 AM - Monrovia The Foothill Gold Line Construction Authority (also known as the Metro Gold Line Foothill Extension Construction Authority) is an independent transportation planning, design and construction agency created in 1998 by the California State Legislature, SB 1847 (later updated in 2011-AB706 and 2012-AB1600). The agency was created to immediately resume design, contracting and construction of the Los Angeles to Pasadena Metro Gold Line (formerly the Pasadena Blue Line; now called the A Line) which had been suspended by the Los Angeles County Metropolitan Transportation Authority (Metro) earlier that same year.

The Metro Gold Line Foothill Extension Construction Authority (Foothill Gold Line) is governed by an eight-member Board of Directors. In addition, cities from South Pasadena to Ontario are represented on two additional boards to the Construction Authority–the Joint Powers Authority (comprised of elected official representatives appointed by each corridor city) and Technical Advisory Committee (comprised of city managers or their staff appointees).

Rivers Mountains Conservancy
The 15 appointees are members of various regional agencies voted on by the members of those agencies. Currently Margaret Clark, Mayor Pro Tem of Rosemead is our representative.

City of San Dimas-Bonita Unified School District
Ad Hoc Committee – As announced generally every 3 months 5:30 PM – rotates District Office and City Hall

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Every voice matters! Appoint a voting
delegate for the 2026 General Assembly
May 13, 2026
The General Assembly will convene on Sept. 25 during the Annual Conference and Expo. Appoint a voting delegate to represent your city by Sept. 1
By Zach Seals, governance and leadership support manager (https://www.calcities.org/staff/zachary-seals)
Every year, Cal Cities convenes a member-driven General Assembly to vote on policy resolutions that impact local control. The General Assembly, held this year in Anaheim on Sept. 25, is a meeting of all voting delegates — one from every. Cities must appoint a voting delegate by Sept. 1.

Who is a voting delegate, and what are they responsible for? A voting delegate is a council-appointed city official — elected or appointed — who represents their city at the General Assembly. Delegates play an important role during the General Assembly by voting on, which if approved, become Cal Cities policy.

Voting delegates should attend the full conference through the General Assembly, which takes place on the Friday of the annual conference. However, delegates can register for just the Friday portion of the annual conference if they cannot attend the full conference.

How does a voting delegate prepare for their role?
Cal Cities wants to ensure each voting delegate understands their role. A voting delegate may want to prepare by reviewing Cal Cities’ resolutions process and General Assembly procedures .

ATTACHMENT 2

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Should Cal Cities receive a resolution by the July 25 deadline, the resolution will be sent to member cities for council consideration. Discussing resolutions during a council meeting is a helpful way to prepare voting delegates for the General Assembly.

How does my city appoint a voting delegate?
Per Cal Cities’ bylaws, every member city may designate a delegate and up to two alternates, by approval of the city council. The voting delegate appointment packet contains the necessary information cities need to appoint a delegate.

After your city council selects its delegates, complete this online form to submit your delegates. The form must be completed by Wednesday, Sept. 1. Email all questions to [email protected] (mailto:[email protected]) . 1400 K Street, Suite 400
Sacramento, CA 95814
P: (916) 658-8200
F: (916) 658-8240

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CITY COUNCIL COMMITTEES AND

INTERGOVERNMENTAL APPOINTMENTS
SAN DIMAS LaVERNE GOLF COURSE ADVISORY COMMITTEE
Email:[email protected]
San Dimas Delegate: Mayor Badar
San Dimas Delegate: Councilmember Vienna
Meeting Dates: January, April, July, October
Location: 2100 Terrebonne Ave, San Dimas

SAN DIMAS PUBLIC FACILITIES FINANCE CORPORATION
(Appointments made at the annual meeting in December)
President: Mayor
Vice President: Mayor Pro Tem
Secretary/Treasurer: City Manager
SAN DIMAS HOUSING AUTHORITY (Appointments made at the annual meeting in December)
Chair: Mayor
Executive Director: City Manager
Secretary: City Clerk
CALIFORNIA CONTRACT CITIES ASSOCIATION No Form 700 required 17315 Studebaker Road, Suite 210
Cerritos, CA 90703 562 622-5533
Email: [email protected]
Rep. Alejandra Hernandez
Email: [email protected]
Delegate: Mayor Badar
Alternate: All Councilmembers
Meeting Date: As announced
Location: As announced
LEAGUE OF CALIFORNIA CITIES No Form 700 required
1400 K Street, Suite 400 916 658-8200
Sacramento, CA 95814
Rep. Jennifer Quan 626-786-5142
Email: [email protected]
ATTACHMENT 3

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Council Intergovernmental Appointments
Appointments at April 22, 2025 City Council Meeting 2
Delegate: Councilmember Nakano*
Alternate: Councilmember Weber
Alternate: City Manager
Meeting Date: General Membership –1st Thursday (January, March and June) 6:00 p.m.

Other meetings – As announced by email and invitations
Location: Varies
L. A. COUNTY-CITY SELECTION COMMITTEE No Form 700 required (Piggyback with League of California Cities)
Email: [email protected] 213-974-1431
Rep. Twiala Kerr
Email: [email protected]
Delegate: Mayor Badar (automatic delegate)
Meeting Date: Varies (as needed)
SOUTHERN CALIFORNIA ASSOCIATION OF GOVERNMENTS – General Assembly Only Hardcopy Form 700 filings with wet
signatures.
900 Wilshire Blvd Suite 1700 213 236-1800
Los Angeles, CA 90017-3435 FAX: 213 236-1825
Rep. Peter Waggoner
Email: [email protected]
Delegate: Councilmember Nakano $120.00 per meeting stipend Alternate: Councilmember Bratakos
Meeting Date: 1st Thursday in May annually
Location: Varies
L. A. COUNTY-SANITATION DISTRICT BOARD LA County electronic filing 1955 Workman Mill Rd 562 699-7411
Whittier, CA 90601 FAX: 562 695-2897
Secretary Board’s Office 562-908-4288 ext. 1101
*Kimberly Christensen 562-908-4288 ext. 1102
Email: [email protected]
Delegate: Mayor Badar (automatic delegate) $125.00 per meeting stipend Alternate: Councilmember Weber
Meeting Date: 4th Wednesday of the month; 1:30 p.m.

Location: same
CALIFORNIA JOINT POWERS INSURANCE AUTHORITY No Form 700 required 8081 Moody Street 562 467-8700
La Palma, CA 90623-2045 FAX 562 860-4992
Rep. Veronica Ruiz 562 467-8720
Email: [email protected] DIR FAX 562 402-8692

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Council Intergovernmental Appointments
Appointments at April 22, 2025 City Council Meeting 3
Delegate: Mayor Badar
Alternate: City Manager
Meeting Date: 4th Wednesday of the month; 5:30 p.m.

Location: same
POMONA VALLEY TRANSPORTATION AUTHORITY Hardcopy Form 700 filings with wet signature.
3680 “D” Street
La Verne, CA 91750 909 596-7664
Rep. Diana
Email: [email protected]
Delegate: Mayor Badar
Alternate: Asst. City Manager
Meeting Date: 2nd Wednesday of the month; 5:00 p.m.

Location: La Verne City Hall 3660 D Street La Verne, CA 91750 FOOTHILL TRANSIT ZONE JOINT POWERS AUTHORITY $100.00 per meeting stipend
100 Vincent Ste. #200 626 931-7300
West Covina, CA 91790 FAX 626 931-7304
Rep. Christina Lopez 626 -391-7204
Email: [email protected] Hardcopy Form 700 filings with wet signature.

Delegate: Mayor Badar
Alternate: Councilmember Vienna
Meeting Date: Last Friday of the month; 7:45 a.m.

Location: same

SAN GABRIEL VALLEY COUNCIL OF GOVERNMENTS
*Main Office: 1333 S. Mayflower Ave, Ste. 360
Monrovia, CA 91016 Office: 626 457-1800
Email: [email protected] Fax: 626 457-1285
Rep: Katie Ward
Email: [email protected] Hardcopy Form 700 filings with wet signature.

Governing Board $75.00 per meeting stipend*
Delegate: Councilmember Nakano
Alternate: Councilmember Weber
Meeting Date: 3rd Thursday of the month; 4 p.m.

Location: 1333 S. Mayflower Ave. Ste. 360
Monrovia, CA 91016
*Executive Committee
Date: 1st Monday of the month; 10:00 a.m.

Location: Same

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Council Intergovernmental Appointments
Appointments at April 22, 2025 City Council Meeting 4
*EENR Committee
Date: 1st Monday of the month 11:00 a.m.

Location: Same
*Transportation Policy Committee
Date: 1st Wednesday of the month 4:00 p.m.

Location: Same
*Homelessness Committee: 1st Wednesday of the month 8:30 a.m.

Location: Same

SAN GABRIEL VALLEY MOSQUITO & VECTOR CONTROL DISTRICT
$100.00 per meeting stipend
1145 N. Azusa Canyon Rd 626 814-9466
West Covina, CA 91790 FAX 626 337-5686
*Jerry Mireles, Clerk of the Board 626-214-0712
Email: [email protected]
Delegate: Councilmember Vienna
Meeting Date: 2nd Friday of the month; 7:00 a.m.

Location: same
Appointments are for 2- or 4-year terms. Form 700 filings through https://lacform700.lacounty.gov

CITY OF SAN DIMAS-BONITA UNIFIED SCHOOL DISTRTICT
AD HOC COMMITTEE Hardcopy Form 700 filings with wet signature.

Council Rep: Councilmember Vienna
Council Rep: Councilmember Bratakos
Meeting Date: As scheduled, generally every 3 months
Location: alternating District Office and City Hall, 5:15p.m.

METRO GOLD LINE FOOTHILL EXTENSION – JPA $150.00 stipend* 406 E. Huntington Drive Suite 202 626 471-9050
Monrovia, CA 91016 Hardcopy Form 700 filings with wet signature. *Rep: Natasha Peterson, Clerk of the Board 626-305-7002 Email: [email protected]
Council Rep: Councilmember Bratakos
Alternate: Councilmember Weber
Meeting Date: 2nd Thursday of the month 11:00 a.m.

Location: same as above

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Council Intergovernmental Appointments
Appointments at April 22, 2025 City Council Meeting 5
RIVERS MOUNTAINS CONSERVANCY(Appointed by Senate Rules Committee) 100 N. Old San Gabriel Canyon Road 626 815-1019
Azusa, CA 91702 Hardcopy Form 700 filings with wet signature.

Rep. Salian Garcia
Email: [email protected]
Council Rep: Margaret Clark, Mayor Pro Tem of Rosemead $75.00 per meeting stipend
Meeting Date: 3rd Monday of every other month plus June, 1:30 p.m.

Location: Various locations

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FPPC Form 806 (1/18)
FPPC Toll-Free Helpline: 866/ASK-FPPC (866/275-3772)
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April 23 2025
1 2 4/23/25
City of San Dimas
City Council
Debra Black
909 394 6216 [email protected]
L.A County Sanitation
District Board Badar, Emmett
Weber, Eric
4/14/2020
N/A
125.00
■
Foothill Transit Authority
Joint Powers Badar, Emmett
Vienna, Ryan A.
4/10/2007
N/A
100.00
■
San Gabriel Valley
Mosquito & Vector Control
District Vienna, Ryan A.

N/A
8/9/2022
N/A
100.00
■
San Gabriel Valley
Council of Governments Nakano, Eric
Weber, Eric
5/14/2024
N/A

75.00 ■
Debra Black City Clerk 4/23/25
Appointments made at the April 23, 2025 City Council Meeting Print Clear
ATTACHMENT 4

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Page _____ of _____ 22
City of San Dimas
4/23/25
Southern California
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5/14/2024
N/A
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N/A
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Print Clear Page 32 – 569
RESOLUTION 2026-46

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN DIMAS, COUNTY OF LOS ANGELES, APPROVING CERTAIN DEMANDS FOR JUNE 30, JULY 15 AND JULY 30, 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 June 30, 2026, in the amount of $1,098,936.21, Warrant Register of July 15, 2026,in the amount of $1,041,740.24 and Warrant Register of July 30, 2026 in the amount of $735,475.32.

PASSED, APPROVED AND ADOPTED this 28th day of July 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 2026-46 was duly adopted and passed at a regular meeting of the San Dimas City Council on the 28th, day of July 2026 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:
_______________________________
Debra Black, City Clerk

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CITY COUNCIL MEETING

ACTION MINUTES
JUNE 23, 2026, 6:00 PM

STUDY SESSION MEETING
Roll Call:

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

Absent: Councilmember Eric Nakano
Councilmember Vienna made a motion to excuse the absence of Councilmember Nakano; the motion was second by Mayor Pro Tem Weber. Motion carried 4-0.

STUDY SESSION ITEMS COMMENTS/RECOMMENDATIONS

1. Review San Dimas‘ Portion of the
Sustainable Multimodal Improvement
Project (SMIP) East/West Multimodal
Transportation Route Project for
Direction on Pursuit of Funding
The City Council discussed a regional
multimodal (bike/pedestrian) grant and
directed staff to focus current grant funds on
Bonita Avenue improvements, especially east
of San Dimas Avenue, coordinated with the
upcoming street rehab project.

The Council declined to support lane or major
parking removals on Cienega Avenue at this
time for bike lanes and asked staff to pursue
multimodal grants only where they fit San
Dimas’ needs without significant traffic or
parking impacts.

Staff to prepare an amendment to the existing
SGVCOG agreement to:
• Incorporate approximately $1.62M in
construction funding and $100K for
final design; and aim those funds at
Bonita Avenue improvements, not
Cienega Avenue.

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Approve Minutes of the June 9, 2026 City Council Study Session Page 2 For the Meeting of June 23,2026
• Bring the amended agreement back to
Council at a future meeting for
consideration.

Design / Phasing:

Develop a phased implementation strategy
prioritizing Bonita Avenue, with:
• Grant funds used for ADA ramps,
pedestrian and median improvements,
and associated striping/signal work
where eligible.

2. Legal Guidelines and Policies Regarding
Disruptive Conduct and Speech During
City Council Meetings
Council and staff reviewed and affirmed
treating council meetings as a limited public
forum, with public comments required to
relate to City business or matters within the
City Council’s jurisdiction.
• Direction was given to enforce
decorum rules consistently for inperson and Zoom participants, including time limits, warnings, and, if
necessary, removal for off-topic
remarks, irrelevant personal attacks,
gratuitous profanity, racist language,
threats, nudity, or other disruptive
conduct.
• Council supports the use of Zoom
webinar features such as a waiting
room, renaming inappropriate screen
names, prohibiting
masks/filters/emojis (except
background blur), requiring cameras
on for Zoom speakers (with phone-in
exceptions), and applying the same
content rules to signs and visual
displays as to spoken comments.
• Council supports any council member
calling for a point of order and request
a brief recess to allow the Mayor, City
Attorney, and staff to confer on how to
handle disruptive or questionable
conduct before proceeding.
• Staff was directed to develop and
implement operational protocols for
handling “Zoom bombing” and other
disruptions, including the ability to cut
video/audio, temporarily recess the
meeting, and, if needed, terminate or

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Approve Minutes of the June 9, 2026 City Council Study Session Page 3 For the Meeting of June 23,2026
disconnect the Zoom session while
protecting the City’s network.
• The Council supports a structured
public comment period at study
sessions, including possible shorter
time limits and defined comment
periods, and requested that staff work
on a clearer framework for study
session public participation.
• Staff was asked to prepare
standardized scripts and/or recorded
announcements to explain public
comment and Zoom participation rules
at the beginning of meetings and to
those in the Zoom waiting room.

The meeting recessed at 6:55 PM.

Reconvened at 9:20 PM
Adjourned at 10:15 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

Page 93 ends

CITY COUNCIL MEETING

ACTION MINUTES
JUNE 23, 2026, 7:00 PM

REGULAR MEETING
Roll Call:

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

Absent: Councilmember Eric Nakano (Excused)
Councilmember Vienna made a motion to excuse the absence of Councilmember Nakano; the motion was second by Mayor Pro Tem Weber. The motion carried 4-0.

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, Landscape Maintenance Manager Steve Farmer, Planning Manager Marco Espinoza
Call to Order: 7:08 PM

CONSENT ITEMS COMMENTS/RECOMMENDATIONS

1. Recognize Parks Make Life Better

2. Adopt Resolution 2026-41, A Resolution
of the City Council of the City of San
Dimas, Approving Certain Demands for
the Warrant Register of June 30, 2026, in
the amount of $453,457.88

3. Approve Minutes of the June 9, 2026,
City Council Study Session Meeting and
the June 9, 2026, City Council Meeting

4. Approve Participation in the Los Angeles
Urban County Community Development
Block Grant (CDBG) Program three-year
period for Fiscal Years 2027-2029

5. Approve a Contract Extension for
Maintenance Contract 2018-02 Annual
Asphalt Maintenance Services for Two
Additional Years with Paveco
Construction and Increase the Contract
to $500,000 per year.

6. Approve a Facilities Use Agreement with
Bonita Unified School District for the Use
MOTION: Motion/seconded by
Councilmember Vienna/Councilmember
Bratakos to approve the 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 June 23, 2026 City Council Meeting Page 2 For the Meeting of July 28, 2026
of the San Dimas Recreation Center
from August 17, 2026, to June 4, 2027

7. Receive and File the May 2026
Investment Report

8. Adopt Resolutions 2026-42 and 2026-43,
Repealing and Replacing Resolutions
2026-29 and 2026-30 in Order to
Establish a Corrected Appropriations
Limit for the 2025-2026 and 2026-2027
Fiscal Years

9. Approve Budget Amendments for the
End of the 2025-26 Fiscal Year to
Address Expenditure Overruns and
Unexpected Costs Incurred During the
Fiscal Year.

10. Adopt Ordinance 1337, Municipal Code
Text Amendment 25-02: Amend 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
Guidelines under Section 15061(b)(3).

11. Adopt Ordinance 1338, Municipal Code
Text Amendment 25-06, 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
Guidelines under Section 15061(b)(3).

12. Approve Amendment to the Existing
Agreement with HdL Coren & Cone for
Property Tax Consulting and Audit
Services.

OTHER BUSINESS ITEMS COMMENTS/RECOMMENDATIONS

1. Housing Authority - Approve Program
Guidelines for the Charter Oak Mobile
Home Estates Air Conditioning Grant
Program
MOTION: Motion/seconded by
Councilmember Bratakos/Councilmember
Vienna to approve the program guidelines for
Charter Oak Mobile Home Estates Air
Conditioning Grant Program. Motion carried
4-0.

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Approve Minutes of the June 23, 2026 City Council Meeting Page 3 For the Meeting of July 28, 2026
Yes: Badar, Bratakos, Vienna, Weber
No: None

Absent: Nakano
Abstain: None

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).

Speaker #1 Terri Bearden does not oppose
the increase; however, she would like
concerns regarding the lack of tree trimming,
particularly for trees that pose safety hazards,
to be addressed.

MOTION: Motion/seconded by Mayor Pro
Tem Weber /Councilmember Vienna to
approve Resolution 2026-32. Motion carried
4-0.

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

Absent: Nakano
Abstain: None

2. Adopt Resolution 2026-34, Confirming the
Diagram and Assessment for Fiscal Year
2026-27 for Open Space Maintenance
District No. 1, Annexation No. 3 (Tract
32841, Northwoods), for the Period July 1,
2026, through December 31, 2026.

No public comments were received.

MOTION: Motion/seconded by Maor Pro Tem
Weber/Councilmember Vienna to adopt
Resolution 2026-34. Motion carried 4-0.

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

Absent: Nakano
Abstain: None

3. Approve Updates to the Citywide Schedule
of Fees and Charges
No public comments were received.

MOTION: Motion/seconded by
Councilmember Bratakos/Councilmember
Vienna to adopt Resolution 2026-45
approving the fee schedule with the
elimination of proposed fee #6. 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 reminded the
community:

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Approve Minutes of the June 23, 2026 City Council Meeting Page 4 For the Meeting of July 28, 2026
• State of the City will take place
Thursday, June 25, 2026, at the
Senior Center. Doors open at 8:00 am
and the program begins at 8:30 am.
• The 2026 Committee celebration will
be July 3rd
b. City Attorney Council to reconvene the Study Session to discuss item #2 and following the Study
Session Council will go into Closed Session.
c. Members of the City Council
Reports on Meetings Attended AB 1234
(G.C. §53232.3(d))
None.

CITY COUNCIL REQUESTS FOR

FUTURE ITEMS

COMMENTS/RECOMMENDATIONS
None.

CLOSED SESSION ITEMS COMMENTS/RECOMMENDATIONS

1. CONFERENCE WITH REAL PROPERTY

NEGOTIATORS
Property: 121 N San Dimas Avenue
(APN: 8387-011-904).

City Negotiators: Brad McKinney, City
Manager; Travis Sais, Assistant City
Manager; Scott Wasserman, Parks and
Recreation Director; Jeff Malawy, City
Attorney.

Negotiating Parties: Vincenzo’s Terrazza,
Inc. and City of San Dimas.

Under Negotiation: Price and Terms of
Payment.

Following the closed session, the City
Attorney made a public announcement as
follows: The City Council held the one closed
session item listed on the agenda. The City
Council discussed the item and gave
direction to staff, but no reportable action was
taken. The meeting adjourned at
approximately 11:15 pm.

The regular meeting adjourned 9:02 PM and the study session was reconvened at 9:20 PM.

The closed session opened at 10:30 PM and adjourned at 11:15 PM I, Debra Black, City Clerk attest that these draft minutes are accurate and reflective of the actions taken by the City Council.

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P.O. Box 4005 • Concord, CA 94524 • 866.482.3535 • athensadmin.com April 30, 2026
TO: City of San Dimas
ATTENTION: Risk Management
RE: Claim : Flores vs. San Dimas
Claimant : Mary Flores
Date of Event : 03/28/2026
Claim Number : CJP-3056371
Please allow this correspondence to acknowledge receipt of the captioned claim. Please take the following action:
 CLAIM REJECTION: Send a standard rejection letter to Mary Flores.

Please include a Proof of Mailing with your rejection notice to the claimant. 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.

Very Truly Yours,
Scott Dieschbourg
Scott Dieschbourg
Senior Claims Examiner

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arch 31, 2026

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Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of July 28, 2026
From: Brad McKinney, City Manager
Prepared by: Michael O'Brien, Director of Administrative Services Subject: Approve an Amendment to the Shuster Advisory Contract Increasing the Annual Advisory Fees from $25,000 to $30,000.
____________________________________________________________________________

SUMMARY
The City currently contracts with Shuster Advisory Group, LLC to provide investment fiduciary and retirement plan advisory services for the City's Section 457(b), 401(a), and Retirement Health Savings (RHS) Plans. The proposed First Amendment increases the annual advisory fee from $25,000 to $30,000 while reducing Mission Square Retirement's recordkeeping fee by 0.02%. Based on current plan assets, the negotiated fee reduction offsets approximately $4,211 of the increase, resulting in an estimated net annual participant cost increase of approximately $789. The amendment has no fiscal impact to the City's General Fund, as all costs are paid from retirement plan assets.

RECOMMENDATION
Staff recommends the City Council:
• Approve the First Amendment to the Professional Services Agreement with Shuster Advisory Group, LLC increasing the annual advisory fee from $25,000 to $30,000 and authorize the City Manager to execute the amendment on behalf of the City.

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

FISCAL IMPACT
The advisory fee is paid entirely from retirement plan assets held on behalf of plan participants.

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Approve an Amendment to the Current Shuster Advisory Contract Page 2 For the Meeting of July 28, 2026
Although the amendment increases the annual advisory fee by $5,000, staff negotiated a reduction in Mission Square Retirement's recordkeeping fee that is projected to save participants approximately $4,211 annually, resulting in an estimated net annual participant cost increase of approximately $789 based on current plan balances.

Description Amount
Current Annual Advisory Fee $25,000
Proposed Annual Advisory Fee $30,000
Increase $5,000
Annual Mission Square Fee Reduction ($4,211)
Net Annual Participant Cost Increase $789
General Fund Impact $0

BACKGROUND
The City retained Shuster Advisory Group in 2021 to provide retirement plan consulting and fiduciary investment services for the City's Section 457(b), 401(a), and Retirement Health Savings (RHS) Plans.

As the sponsor of these retirement plans, the City has fiduciary responsibilities under Article XVI, Section 17 of the California Constitution to administer the plans solely in the interest of participants and beneficiaries. These responsibilities include:
• Prudently investing plan assets;
• Monitoring investment performance;
• Administering the retirement plans;
• Selecting and monitoring service providers; and
• Ensuring that all plan-related decisions are made through a prudent and welldocumented fiduciary process.

Shuster assists the City in meeting these responsibilities by serving as the investment fiduciary and providing:
• Investment fiduciary services
• Quarterly investment monitoring
• Fiduciary education and training
• Investment Policy Statement development
• Compliance assistance
• Investment analysis and fund recommendations
• Annual plan demographic reviews
• Participant education and retirement planning support • Assistance with retirement plan amendments and regulatory compliance Since the agreement was executed, Shuster has assisted the City with several plan amendments, ongoing fiduciary oversight, participant education, and investment monitoring.

As of June 30, 2022, total retirement plan assets were approximately $13.1 million. As of July 15, 2026, plan assets had grown to approximately $21.1 million, an increase of nearly $8.0 million.

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Approve an Amendment to the Current Shuster Advisory Contract Page 3 For the Meeting of July 28, 2026
While this growth is primarily attributable to employee contributions and market performance, the increase in plan assets has expanded the level of fiduciary oversight and participant services required under the agreement.

DISCUSSION/ANALYSIS
The current agreement has one year remaining, with options to extend by mutual agreement of the parties.

During negotiations regarding the extension, Shuster advised the City that it could not continue providing the current level of fiduciary and advisory services under the existing fee structure.

Rather than simply accepting the proposed increase, staff negotiated a reduction in Mission Square Retirement's recordkeeping fee to substantially offset the additional advisory costs.

Based on current plan assets, the negotiated recordkeeping fee reduction will save plan participants approximately $4,211 annually, reducing the net impact of the advisory fee increase to approximately $789 per year.

In addition, as retirement plan assets continue to grow, the dollar value of the recordkeeping fee reduction will also increase because the fee is calculated as a percentage of plan assets.

Consequently, the net participant cost will continue to decrease over time.

The proposed amendment also represents a lower effective cost relative to the size of the retirement plans. Under the current agreement, the annual advisory fee represented approximately 0.147% of plan assets. Under the proposed amendment, the advisory fee represents approximately 0.142% of current plan assets despite the higher dollar amount.

Maintaining Shuster as the City's fiduciary advisor also provides continuity in investment oversight, avoids the time and expense associated with conducting a competitive procurement process, and ensures uninterrupted fiduciary support for the City's retirement plans.

Overall, staff believes the proposed amendment represents a favorable outcome by preserving high-quality fiduciary services while minimizing the financial impact on plan participants.

ALTERNATIVES
The City Council may deny the proposed amendment and direct staff to solicit proposals from other retirement plan advisory firms.

While this option may identify alternative service providers, it would require a competitive procurement process, transition of fiduciary services, and additional staff resources, without any assurance that comparable services could be obtained at a lower overall cost to plan participants.

ENVIRONMENTAL REVIEW

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Approve an Amendment to the Current Shuster Advisory Contract Page 4 For the Meeting of July 28, 2026
Pursuant to CEQA guidelines Section 15061 (b)(3), CEQA does not apply to this item because there is no potential for causing a significant effect on the environment. Therefore, no additional environmental review is needed at this time.

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

1. 1st amendment to the agreement between the City of San Dimas and Shuster Advisory Group

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City of San Dimas Amend #1 – Fee and 401(a) Page 1

AGREEMENT FOR CONTRACT SERVICES

BETWEEN THE CITY OF SAN DIMAS AND

SHUSTER ADVISORY GROUP, LLC
AMENDMENT #1
In consideration of the mutual undertakings in this amendment agreement (“Amendment #1”) and for other good and valuable consideration, the Existing Agreement between the parties signing below (the “Parties”) is amended as of July 1, 2026.

I. Recitals
Whereas, City of San Dimas (“City”) and Shuster Advisory Group, LLC (“Consultant”) entered into an Agreement for Contract Services (“Original Agreement”) effective June 3, 2021; Whereas, City of San Dimas (“City”) and Shuster Advisory Group, LLC (“Consultant”) entered into a restated Agreement for Contract Services (“Current Agreement”) effective August 1, 2024; Whereas, City of San Dimas (“City”) and Shuster Advisory Group, LLC (“Consultant”) executed a Notice of Assignment and Consent (“Consent Letter”) effective June 30, 2026; Whereas, the Current Agreement, as assigned to Global Retirement Partners, LLC pursuant to the Consent Letter, is referred to herein as the Existing Agreement;
Now, therefore, the Parties wish to amend the Current Agreement as provided in this Amendment #1, and agree as follows:

II. Terms

1. Exhibit “C” – Schedule of Compensation Section I. C. (1), is amended and replaced as follows:
(1) Advisory Services Fee Schedule:

Fee for services shall be $30,000 per annum, paid $2,500 per month. Fees will be deducted from Plan assets and will be paid to Consultant by record-keeper.

2. References to Shuster Advisory Group, LLC are amended and replaced with Global Retirement Partners, LLC, d/b/a Shuster Advisory Group, a HUB International Company.

3. This Amendment #1 and any dispute or claim arising out of or in connection with it, its subject matter or its formation (including non-contractual disputes or claims) shall be governed by and construed in accordance with the laws of the same jurisdiction as is the Existing Agreement.

Except as set forth in this Amendment #1, the Existing Agreement is unaffected and shall continue in full force and effect in accordance with its terms. Capitalized terms used but not defined in this Amendment #1 will have the meaning(s) assigned to them in the Existing Agreement. If there is a conflict between this Amendment #1 and the Existing Agreement, the terms of this Amendment #1 will prevail.

SIGNATURES CONTINUED ON NEXT PAGE
ATTACHMENT 1

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City of San Dimas Amend #1 – Fee and 401(a) Page 2
EXECUTED:

City of San Dimas Global Retirement Partners, LLC

Signature
Brad McKinney, City Manager
Signature
Name, Title
__________________________
Date
Name, Title
_________________________
Date
ACKNOWLEDGED:

Shuster Advisory Group, LLC
Signature
Mark Shuster, Managing Member
Name, Title
_________________________
Date
ATTEST: APPROVED AS TO FORM

ALISHIRE & WYNDER, LLP
____________________________
Debra Black, City Clerk _____________________________
Jeff Malawy: City Attorney

Page 113 ends

Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of July 28, 2026
From: Brad McKinney, City Manager
Prepared by: Michael O'Brien, Director of Administrative Services Subject: Approve a Professional Services Agreement with Merchant Cost Consulting LLC (MCC) to Review and Optimize the City's Merchant Services and Credit Card Processing Costs
____________________________________________________________________________

SUMMARY
The City utilizes multiple merchant service providers to process a variety of City charges.

Staff is requesting City Council approval of a Professional Services Agreement with Merchant Cost Consulting LLC (MCC) to review the City's merchant processing fees and negotiate potential cost savings. The cost of these services will be 45% of any verifiable savings generated for a period of 24 months.

RECOMMENDATION
Staff recommends that the City Council:
• Approve the Professional Services Agreement with Merchant Cost Consulting LLC (MCC), in a form approved by the City Attorney, to evaluate and optimize the City's merchant processing fees and related costs; and
• Authorize the City Manager to execute the agreement and any non-substantive administrative documents necessary to implement the services.

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

FISCAL IMPACT
There is no upfront fiscal impact associated with this agreement.

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Approval of a Professional Services Agreement with Merchant Cost Consulting LLC (MCC) to Review and Optimize the City's Merchant Services and Credit Card Processing Costs Page 2 For the Meeting of July 28, 2026
MCC's compensation is entirely performance-based and contingent upon successfully reducing the City's merchant processing costs. Under the agreement, MCC will receive forty-five percent (45%) of realized savings for a period of twenty-four (24) months. If no savings are achieved, the City incurs no cost.

Following the twenty-four-month compensation period, the City will retain one hundred percent (100%) of any ongoing savings resulting from MCC's negotiations and recommendations.

BACKGROUND
The City accepts credit and debit card payments through multiple merchant service providers depending upon the type of transaction being processed.

Current providers include:
• Elavon – Processes most online payments not associated with Parks and Recreation. • Global Processing – Processes credit card transactions conducted in person at City Hall. • CivicRec – Processes Parks and Recreation registrations, facility rentals, classes, camps, sports programs, and special event payments.
• PayPal – Solar permitting through Accela.

Merchant processing fees are comprised of numerous components including interchange rates, assessments, processor markups, gateway fees, PCI compliance fees, and other ancillary charges. Because these pricing structures evolve over time, municipalities often benefit from periodic reviews to ensure they are receiving competitive pricing.

DISCUSSION/ANALYSIS
Merchant processing agreements are often complex and contain multiple pricing components that are difficult to benchmark without specialized expertise. MCC specializes in reviewing merchant processing arrangements, identifying unnecessary fees, and negotiating improved pricing with existing or alternative providers.

Under the proposed agreement, MCC will:
• Review the City's existing merchant service agreements and billing statements. • Analyze processing rates and fee structures.
• Benchmark current pricing against prevailing market rates. • Negotiate fee reductions with current providers or recommend alternative solutions where appropriate.
• Validate realized savings following implementation.

The proposed agreement does not obligate the City to change merchant processors. Staff will evaluate any recommendations made by MCC before implementation, and any significant operational changes will be coordinated to minimize impacts on customers and City operations.

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Approval of a Professional Services Agreement with Merchant Cost Consulting LLC (MCC) to Review and Optimize the City's Merchant Services and Credit Card Processing Costs Page 3 For the Meeting of July 28, 2026
Because MCC's compensation is based solely on actual savings realized by the City, the agreement aligns the consultant's interests with those of the City. If no savings are achieved, the City owes no compensation.

After the twenty-four-month compensation period expires, all negotiated savings remain with the City.

ALTERNATIVES
The City could continue utilizing its current merchant processing arrangements without an independent review. This option may result in missed opportunities to reduce ongoing processing costs.

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

1. Merchant Cost Consulting Agreement for professional services.

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Merchant Cost Consulting LLC - Cost Optimization Engagement Agreement

1. PURPOSE
Client engages MCC to analyze, negotiate, validate, and optimize operating expenses, vendor contracts, and cost structures. MCC agrees to provide such services subject to the terms herein. This Agreement shall be governed by the laws of the State of California and is between MCC and _______________________ (business entity).

2. SERVICES PROVIDED
MCC shall provide comprehensive cost optimization, advisory, audit, negotiation, and vendor management services across Client’s operating expense categories, including but not limited to:
● Treasury Fees and Merchant Services (credit/debit processing, gateway fees, chargebacks, PCI, assessments) ● Waste and Recycling Services
● Shipping and Fulfillment (Parcel, LTL, Freight, Carrier Contracts) ● Technology, SaaS, and IT Spend (software subscriptions, licensing, cloud services) ● Telecom (internet, voice, mobility, unified communications) ● Utilities (electric, gas, water, energy procurement)
● Copier and Equipment Leases
● Food & Beverage and Vendor Sourcing
● Laboratory Services (where applicable)
● Other operational overhead categories mutually agreed upon in writing Services may include but are not limited to:

Vendor contract review and restructuring, Rate renegotiation and benchmarking. RFP management and vendor sourcing, Billing audits and discrepancy identification, Refund and credit recovery, Avoided cost analysis, Ongoing monitoring and compliance validation, Implementation oversight of negotiated savings.

3. TERM
The initial term of this Agreement shall commence on the date Client first implements pricing changes, contractual improvements, or cost savings resulting from MCC’s work and shall continue for Twenty-four (24) months.

4. CONTINUITY FOLLOWING VENDOR OR PROCESSOR CHANGES
If Client changes vendors, processors, carriers, suppliers, or service providers during the term and such change results in cost reductions attributable to MCC’s work, this Agreement shall remain in effect and MCC shall remain entitled to compensation. This Agreement applies to Client and any parent entities, subsidiaries, affiliates, successors, or related operating entities that benefit from MCC’s services.

5. DEFINITION OF SAVINGS
Savings means the difference between Client’s actual costs prior to MCC engagement and costs after implementation of MCC’s recommendations, including rate reductions, fee reductions, contract renegotiations, refunds, avoided increases, and pricing structure improvements. Client’s pre-engagement rates, fees, and costs shall serve as the agreed baseline for savings calculations unless otherwise documented in writing.

6. COMPENSATION
Client agrees to compensate MCC forty-five (45%) of realized savings. Compensation shall be due monthly based on realized savings and payable within thirty (30) days of invoice.

7. AUDIT & VERIFICATION RIGHTS
Client shall provide MCC reasonable access to vendor invoices, contracts, statements, billing records, and usage data necessary to verify savings and calculate compensation.

MCC shall remain entitled to compensation for savings realized from any successor vendor where such savings derive from MCC’s work.

8. PROPRIETARY WORK PRODUCT
All MCC analyses, recommendations, negotiations, and savings strategies constitute proprietary work product and may not be implemented without compensation.

Please choose following payment method below: Put (N/A) if not applicable Client Signature______________________
Print Name_________________________
Date Signed_________________________
ATTACHMENT 1

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Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of July 28, 2026
From: Brad McKinney, City Manager
Prepared by: Michael O'Brien, Director of Administrative Services Subject: Receive and File the June 2026 Investment Report ____________________________________________________________________________

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

RECOMMENDATION
Staff recommends that the City Council:
• Receive and file the Investment and Cash Condition report for the month of June 2026.

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

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

BACKGROUND
Pursuant to Government Code Section 53646, the City Treasurer is required to provide a monthly investment report to the City Council.

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

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

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Receive and file the June 2026 Investment Report Page 2 For the Meeting of July 28, 2026
At the end of each fiscal year the City is required to adjust the book values of all its investments to equate to the reported fair market value in order to follow the Governmental Accounting Standards Boards Pronouncement 31 standards for financial reporting.

The following figures and the attached June 2026 investment report have been adjusted to reflect the fair market value of our investments in order to demonstrate what cash would be available to the City if we had to liquidate all of our investments at the end of the 2025-26 fiscal year.

The City’s investment portfolio as of June 30, 2026 maintained liquid cash in the amount of $18,887,744.19 held between BMO Harris, the City and LAIF and the CALTRUST Liquidity Fund which amounts to 22% of the portfolio to provide the cash flow necessary for City payroll and operating expenditures as well as large capital project expenses and unforeseen emergencies that may occur throughout the year. The following chart displays the total investments and weighted average yield per investment category:

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

In accordance with the LA County Safe Water Program Guidelines, a separate money market account was opened in March 2026 to ensure that funds from this program are maintained in a segregated, interest-bearing account.

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

The Local Agency Investment Fund (LAIF) is considered a Local Agency Investment Pool and

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Receive and file the June 2026 Investment Report Page 3 For the Meeting of July 28, 2026
acts much like a money market account. Funds can be deposited and withdrawn without penalty.

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

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

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

In total the weighted average cost of investing in CALTRUST is $9.99. Currently, due to increasing interest rates driving market rates down for assets already held, the share price of the fund as of June 30, 2026 was $9.80. Until interest rates decline to the point that share price would increase to $9.99 or above, the City would be recognizing a loss on sale. However, the City could pull out funds at any time if liquidity needs arose.

Beginning in the month of December 2023, the City opened a liquid fund with CALTRUST, which is not subject to market rate adjustments due to the type of investments utilized. The fund yielded

3.76% for the month of June and is currently being utilized as funds held for design of a storm water project at Marchant and Lonehill Parks.

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

As investments get purchased, a broker money marker will be used for the transition time between investments maturing and becoming available cash for reinvestments.

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

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

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

Maturity Range Guideline Portfolio Percentage

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Receive and file the June 2026 Investment Report Page 4 For the Meeting of July 28, 2026
The city’s current investment maturity range is as follows:

The weighted average maturity for all City investments is 1.55 years.

Longer term investment yields continue to increase, and the City has been reinvesting matured funds into longer term investments, keeping in mind the investment thresholds outlined in our investment policy.

Specific details pertaining to the City’s investment names, CUSIP #’s, coupon and purchase yields, maturity dates, par and book values are included in the Investment and Cash Condition Report attachment.

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

1. Investment and Cash Condition Report

2. Investment Authorization Form

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CITY OF SAN DIMAS

MONTHLY CASH BALANCE INVESTMENT REPORT
JUNE 2026

ENDING BALANCE
$2,303,700.36
$4,228,198.28
$1,902,623.48
$1,240.00
$9,350,361.80
$1,096,329.37
$15,117,183.32
$5,290.90
CUSIP # COUPON
YIELD

PURCHASE

YIELD MATURITY PAR VALUE FAIR MARKET VALUE
CHEVRON - 3 YEAR BOND 166756ALO 1.02% 4.75% 8/12/2027 $250,000.00 $241,632.50 YUCAIPA VY CALIF WATER DISTRICT 98840BBD4 2.29% 4.72% 9/1/2027 $250,000.00 $244,617.50 ONTARIO CALIFORNIA PUB - 3 YEAR BOND 68304RCD0 1.81% 4.52% 10/1/2027 $255,000.00 $247,418.85 UNITED HEALTH GROUP - 4 YEAR BOND 91324PDK5 3.85% 4.73% 6/15/2028 $250,000.00 $247,542.50 CALIFORNIA ST UNIV REV SYSTEMWIDE- 4 YEAR BOND 13077DQG0 3.85% 4.70% 6/15/2028 $310,000.00 $291,347.30 SOLANO CALIF COMMUNITY COLLEGE - 4 YEAR BOND 83412PHB1 1.48% 4.50% 8/1/2028 $350,000.00 $331,082.50 ADVOCATE HEALTH & HOSPS CORP 007589AA2 3.83% 4.64% 8/15/2028 $305,000.00 $301,132.60 CALIFORNIA ST DEPT WATER - 4 YEAR BOND 13067WRF1 1.32% 4.70% 12/1/2028 $250,000.00 $242,726.00 CALIFORNIA ST DEPT WTR - 3 YEAR BOND 13067WRF1 1.32% 4.28% 12/1/2028 $330,000.00 $297,851.40 ATHENE GLOBAL FDG - 5 YEAR BOND 04685A3G4 2.71% 4.43% 1/7/2029 $350,000.00 $330,249.50 METLIFE GLOBAL - 5 YEAR BOND 59217GFR5 4.85% 4.90% 1/8/2029 $250,000.00 $251,392.50 TOYOTA MTR CORP 89236TFT7 3.65% 4.20% 1/9/2029 $300,000.00 $294,627.00 NORTHWESTERN MUT GLOBAL - 5 YEAR BOND 66815L2Q1 4.71% 5.16% 1/10/2029 $250,000.00 $251,187.50 RGA GLOBAL - 5 YEAR BOND 76209PAB9 2.70% 4.50% 1/18/2029 $300,000.00 $285,216.00 NY LIFE GLOBAL - 5 YEAR BOND 64952WFF5 4.70% 4.76% 1/29/2029 $500,000.00 $501,405.00 MASS MUTUAL GLOBAL - 5 YEAR BOND 57629W4T4 5.15% 5.15% 5/30/2029 $250,000.00 $253,255.00 BMW US CAP LLC - 4.5 YEAR BOND 05565ECR4 4.65% 5.00% 8/13/2029 $300,000.00 $299,313.00 MERCEDES BENZ - 4.85 YEAR BOND 233851DW1 3.10% 4.64% 8/15/2029 $350,000.00 $333,242.00 ASCENSION TAXABLE - 4.5 YEAR BOND 04352EAA3 4.45% 4.45% 8/15/2029 $350,000.00 $328,226.50 PACIFIC LIFE GLOBAL - 4.5 YEAR BOND 6944PL3C1 4.50% 4.65% 8/28/2029 $250,000.00 $248,035.00 MUTUAL OF OMAHA - 5 YEAR BOND 62829D2E9 4.75% 4.75% 10/15/2029 $250,000.00 $249,725.00 PRICOA GLOBAL FUNDING - 5 YEAR BOND 74153WCW7 4.70% 4.40% 10/15/2029 $325,000.00 $324,775.75 AIG GLOBAL - 4.43 YEAR BOND 00138CBC1 4.90% 4.90% 12/3/2029 $350,000.00 $350,206.50 PROTECTIVE LIFE GLOBAL - 4.8 YEAR BOND 74368CCA0 4.77% 4.91% 12/9/2029 $350,000.00 $348,691.00 SAN BUENAVENTURA CALIFORNIA WATER - 4.5 YEAR BOND 797055DQ0 4.37% 4.37% 1/1/2030 $305,000.00 $279,578.25 COSTCO WHOLESALE CORP BOND - 4 YEAR BOND 22160KAP0 1.60% 3.91% 4/20/2030 $575,000.00 $519,966.75 WESTERN - SOUTHERN GLOBAL - 5 YEAR BOND 95954A2A0 4.50% 4.90% 5/1/2030 $350,000.00 $350,665.00 TEXAS INSTRUMENT - 4 YEAR BOND 3882508BJ2 1.75% 3.85% 5/4/2030 $350,000.00 $316,431.50 GUARDIAN LIFE CORP BOND - 5 YEAR BOND 40139LBN2 4.33% 4.10% 5/15/2030 $350,000.00 $344,470.00 UNIVERSITY OF CALIFORNIA - 5 YEAR BOND 91412HJR5 4.43% 4.43% 5/15/2030 $500,000.00 $456,195.00 MET TOWER CORP BOND - 5 YEAR BOND 58989V2L7 4.05% 4.05% 10/6/2030 $350,000.00 $342,566.00 MASS MUTUAL GLOBAL - 4 YEAR BOND 57629WCW8 1.55% 4.16% 10/9/2030 $350,000.00 $307,233.50 META PLATFORMS 5YR 4.10% 30303MA88 4.10% 4.10% 11/15/2030 $350,000.00 $344,624.00 PRICOA GLOBAL FUNDING - 5 YEAR BOND 74153WCZ0 4.35% 4.13% 11/25/2030 $300,000.00 $295,191.00 BANNER HEALTH - 4.5 YEAR BOND 06654DAD9 1.98% 4.50% 1/1/2031 $350,000.00 $311,734.50 PACIFIC LIFE GLOBAL - 5 YEAR BOND 6944PL3M9 4.38% 4.01% 2/3/2031 $350,000.00 $345,814.00 AMAZON COM INC - 5 YEAR BOND 023135DD5 4.25% 4.25% 3/13/2031 $350,000.00 $344,771.00 FNMA POOL GTD MTG PASS - 5 YEAR BOND 3140Q2QM3 3.95% 4.13% 4/1/2031 $500,000.00 $488,235.00 FNMA GTD PASS THRU - 5 YEAR BOND 3140Q2ZSO 4.36% 4.40% 5/1/2031 $500,000.00 $496,605.00 FNMA GTD PASS THRU - 5 YEAR BOND 3140Q26C7 4.45% 3.94% 6/1/2031 $500,000.00 $487,665.00 $13,126,643.90

CALTRUST INVESTMENT PROGRAM-MEDIUM TERM

INVESTMENTS

3.88%

CALTRUST LIQUIDITY FUND
GREAT PACIFIC SECURITIES CORPORATE & MUNICIPAL BONDS INVESTMENTS SUBTOTAL:

3.75%
INVESTMENTS HELD WITH GREAT PACIFIC SECURITIES:

CASH HELD WITH BROKER

SUMMARY OF BANK BALANCES YIELD

0.75%

3.81%

BMO HARRIS - GENERAL ACCOUNT

SAN DIMAS PETTY CASH - IMPREST FUNDS

LOCAL AGENCY INVESTMENT FUND (LAIF) CA STATE TREASURER

3.16%

3.00%

BMO HARRIS - MONEY MARKET ACCOUNT

BMO HARRIS - MEASURE W - MONEY MARKET
ATTACHMENT 1

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EXXON MOBILE CORP - 7 YEAR BOND 30231GBD3 2.28% 0.98% 8/16/2026 $250,000.00 $249,437.50 GOLDMAN SACHS GROUP - 5 YEAR BOND 38150AJ63 1.70% 1.70% 10/29/2026 $210,000.00 $208,458.60 MORGAN STANLEY FIN GLOBAL - 5 YEAR BOND 61766YGT2 1.35% 1.35% 11/18/2026 $250,000.00 $247,670.00 JP MORGAN CHASE BOND - 5 YEAR BOND 48128G5Y2 2.10% 2.10% 1/29/2027 $270,000.00 $266,768.10 BANK OF AMERICA - 5 YEAR BOND 06048WS84 2.75% 2.75% 3/2/2027 $250,000.00 $246,057.50 MORGAN STANLEY-FIN GLOBAL 5 YEAR BOND 61766YJQ5 3.25% 3.25% 4/13/2027 $250,000.00 $246,757.50 INTEL CORP - 5 YEAR BOND 458140BY5 3.75% 4.25% 8/5/2027 $250,000.00 $248,072.50 WELLS FARGO - 4 YEAR BOND 95001DL99 4.50% 4.50% 8/4/2029 $250,000.00 $249,270.00 $1,962,491.70
TOYOTA FINANCIAL SAVINGS - 5 YEAR CD 89235MLC3 0.95% 0.95% 7/15/2026 $248,000.00 $247,680.08 MARINE FEDERAL CREDIT UNION - 2 YEAR CD 56824JBD54 4.20% 4.20% 11/27/2026 $249,000.00 $249,201.69 GOLDMAN SACHS BANK USA NEW YORK - 5 YEAR CD 38149M4T7 2.65% 2.65% 4/13/2027 $246,000.00 $243,284.16 STATE BANK OF INDIA - 5 YEAR CD 856285N64 3.30% 3.30% 6/1/2027 $245,000.00 $243,162.50 BRIDGEWATER BANK - 4 YEAR CD 108622QG94 3.90% 3.90% 10/30/2030 $249,000.00 $243,031.47 FIRST GTY BK HAMMOND - 5 YEAR CD 320437BF2 4.05% 4.05% 11/29/2030 $245,000.00 $240,474.85 $1,466,834.75
13063EGT7 4.50% 4.32% 8/1/2029 $275,000.00 $276,262.25
CALIFORNIA STATE MUNICIPAL BOND - 5 YEAR BOND 13063ETP1 4.05% 3.92% 4/1/2031 $300,000.00 $295,182.00 $571,444.25
3133ERL41 4.13% 4.40% 12/17/2029 $517,000.00 $514,425.34 3130B7SM77 3.75% 3.77% 9/23/2030 $500,000.00 $491,810.00 CALIFORNIA STATE MUNICIPAL BOND - 5 YEAR BOND 13063ETP1 4.05% 3.96% 4/1/2031 $290,000.00 $285,342.60 $1,291,577.94
3130ANMH0 1.10% 1.42% 8/20/2026 $250,000.00 $249,047.50 3133ENSZ4 2.75% 2.75% 4/1/2027 $250,000.00 $247,535.00
16863LAB1 3.50% 3.50% 7/29/2027 $175,000.00 $173,822.25 3140LBSE4 1.09% 4.38% 3/1/2028 $350,000.00 $331,495.85
FEDL NATL MTG ASSN - 5 YEAR BOND 3140NUUA5 4.52% 4.52% 3/1/2029 $500,000.00 $501,478.00 FEDL NATL MTG ASSN - 3.9 YEAR BOND 3140LFKC7 2.11% 4.20% 3/1/2029 $365,000.00 $345,125.75 FEDL HOME LOAN MTG CORP - 5 YEAR BOND 3132XDBP7 4.15% 4.61% 4/1/2029 $400,000.00 $387,299.84 MANUFACTURERS & TRADERS TRUST CO - 3 YEAR BOND 564759UF3 4.25% 4.25% 6/22/2029 $244,000.00 $243,765.76 FEDL HOME LOAN MTG CORP - 5 YEAR BOND 3132XKSV0 3.81% 3.81% 7/1/2029 $400,000.00 $392,895.20 FEDL NATL MTG ASSN - 5 YEAR BOND 314HU7G5 2.74% 4.06% 8/1/2029 $500,000.00 $460,865.93 FEDL HOMELOAN MTG CORP - 5 YEAR BOND 3132XKTE7 4.02% 4.49% 8/1/2029 $505,000.00 $498,688.51 FEDL NATL MTG ASSN - 4.8 YEAR BOND 3140HVJ62 2.61% 4.60% 9/1/2029 $390,000.00 $369,798.78 FEDL HOME LOAN MTG CORP - 5 YEAR BOND 3132XFSR0 4.42% 4.71% 9/1/2029 $500,000.00 $498,544.50 FEDL NATL MTG ASSN - 5 YEAR BOND 340NWFK6 4.01% 4.37% 10/1/2029 $500,000.00 $493,727.50 FEDL NATL MTG ASSN - 4 YEAR BOND 3140HWK50 2.67% 3.84% 11/1/2029 $500,000.00 $467,308.47 FEDL NATL MTG ASSN - 5 YEAR BOND 3140NXC50 4.56% 4.76% 1/1/2030 $500,000.00 $501,383.00 FEDL NATL MTG ASSN - 5 YEAR BOND 3140HW4G4 2.43% 4.75% 1/1/2030 $550,000.00 $513,625.20 FEDL HOME LOAN BANK BOND - 4.75 YEAR BOND 3132XFVC9 4.00% 4.00% 1/1/2030 $325,000.00 $320,662.55 FEDL HOME LOAN MTG CORP- 4.75 YEAR BOND 3132XFWC8 4.31% 4.31% 2/1/2030 $500,000.00 $497,420.00 FEDL HOME LOAN MTG CORP - 4.9 YEAR BOND 3132ZKYX9 4.15% 4.15% 3/1/2030 $500,000.00 $493,862.50 FEDL HOME LOAN MTG CORP - 4.9 YEAR BOND 3132XFWA2 3.75% 3.75% 3/1/2030 $500,000.00 $489,004.00 FEDL HOME LOAN MTG CORP- 4.8 YEAR BOND 313XFWS3 4.17% 4.12% 4/1/2030 $340,000.00 $336,082.18 FEDL NATL MTG ASSN - 5 YEAR BOND 314ONYPF2 4.25% 4.25% 6/1/2030 $500,000.00 $496,548.00 FEDL NATL MTG ASSN - 5 YEAR BOND 3140NYQL8 4.15% 4.15% 6/1/2030 $500,000.00 $494,909.00 FEDL NATL MTG ASSN - 5 YEAR BOND 3140NYXE6 4.24% 4.24% 7/1/2030 $500,000.00 $495,725.00 FNMA BOND - 5 YEAR BOND 3140J0JC5 1.25% 4.07% 7/1/2030 $550,000.00 $484,035.75 FEDL NATL MTG ASSN - 5 YEAR BOND 3140Q0A77 4.14% 4.14% 8/1/2030 $300,000.00 $296,712.00 FEDL HOME LOAN MTG CORP - 5 YEAR BOND 3132XHS47 3.25% 3.92% 9/1/2030 $500,000.00 $467,064.27 FEDL NATL MTG ASSN - 5 YEAR BOND 3136GASX8 3.75% 3.75% 9/18/2030 $500,000.00 $493,745.00 FEDL NATL MTG ASSN - 5 YEAR BOND 3140Q1PP9 3.93% 4.05% 12/1/2030 $275,000.00 $269,518.15 FEDL NATL MTG ASSN - 5 YEAR BOND 3140Q1DA5 3.99% 4.06% 12/1/2030 $1,000,000.00 $982,501.00 FEDL NATL MTG ASSN 5 YEAR BOND 3140Q1ZC7 4.03% 4.03% 1/1/2031 $500,000.00 $490,231.00 3140Q2EP9 3.77% 3.84% 2/1/2031 $500,000.00 $484,942.50
3140LBJ46 1.38% 4.01% 3/27/2031 $500,000.00 $435,506.00 FNMA POOL GTD MTG PASS - 5 YEAR BOND 3140Q2QM3 3.95% 4.22% 4/1/2031 $500,000.00 $488,235.00 FNMA NATL MTG ASSN - 5 YEAR BOND 314Q25W4 4.18% 4.33% 6/1/2031 $500,000.00 $493,708.00 $15,686,818.94
INVESTMENTS HELD WITH TVI:

FEDL NATL MTG ASSN - 5 YEAR DUS BOND
FEDL HOME LOAN BANK - 5 YEAR BOND
FEDL FARM CREDIT BANK BOND - 5 YEAR BOND
CHIEF FINANCIAL FED CR UN - 2 YEAR BOND
FEDL NATL MTG ASSN- 5 YEAR BOND
TVI CORPORATE BONDS INVESTMENTS SUBTOTAL:

TVI CD'S INVESTMENTS SUBTOTAL :

TVI MUNICIPAL BONDS SUBTOTAL :

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

FEDERAL FARM CR BKS CONS SYSTEMWIDE - 5 YEAR BOND
CALIFORNIA STATE - 5 YEAR BOND
FEDL HOME LOAN - 5 YEAR BOND
STIFEL GOVERNMENT SPONSORED ENTERPRISES (GSE) AGENCY BONDS INVESTMENTS SUBTOTAL:

FEDL NATL MTG ASSN- 5 YEAR BOND

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BANK OF AMERICA - 5 YEAR BOND 06048WP20 1.25% 1.25% 9/24/2026 $250,000.00 $247,227.50 APPLE INC - 10 YEAR CORPORATE BOND 037833CR9 3.20% 3.30% 5/11/2027 $250,000.00 $247,982.50 SADDLEBACK VALLEY - 7.75 YEAR BOND (MUNICIPAL BOND) 786318LF0 2.40% 3.41% 8/1/2027 $250,000.00 $245,450.00 SANTA CLARA VALLEY CA WATER DISTRICT - 5 YEAR MUNICIPAL BOND 80168FPB6 1.53% 4.00% 6/1/2029 $170,000.00 $156,743.40 AMAZON - 5 YEAR CORPORATE BOND 023135DD5 4.25% 4.25% 3/13/2031 $500,000.00 $492,530.00 $1,389,933.40
NEW YORK COMMUNITY BANK - 5 YEAR CD 649447UZ0 0.70% 0.70% 7/1/2026 $249,000.00 $248,977.59 SALLIE MAE BANK SALT LAKE CITY UT - 5 YEAR CD 795451AB9 1.00% 1.00% 7/21/2026 $248,000.00 $247,563.52 FIRST STATE BANK - 4 YEAR CD 33650TAH3 3.60% 3.60% 9/16/2026 $249,000.00 $248,790.84 QUORUM FED CR - 4 YEAR CD 74909LAB6 3.85% 3.85% 9/23/2026 $249,000.00 $248,915.34 PENTAGON FEDERAL CR UN - 5 YEAR CD CUSIP #70962LAS1 70962LAS1 0.90% 0.90% 9/29/2026 $249,000.00 $247,105.11 ONPATH FEDERAL CREDIT UN - 4 YEAR CD 68283MAF3 3.25% 3.25% 9/30/2026 $249,000.00 $248,536.86 HAWAII CENTRAL FCU - 3 YEAR CD 419700AG4 5.50% 5.50% 10/27/2026 $248,000.00 $249,200.32 BANK UNITED NA - 5 YEAR CD 066519RW1 1.35% 1.35% 12/8/2026 $248,000.00 $245,100.88 BANK HAPOALIM BM - 5 YEAR CD 06251A3K4 1.35% 1.35% 12/16/2026 $248,000.00 $244,944.64 CONNEXUS CREDIT UNION - 5 YEAR CD 20825WAR1 1.25% 1.25% 12/23/2026 $249,000.00 $245,765.49 AMERANT BANK - 5 YEAR CD 02357QAQ0 1.60% 1.60% 2/16/2027 $248,000.00 $244,332.08 PIMA CREDIT UNION- 4.5 YEAR CD 722000AA4 5.15% 5.15% 2/17/2027 $248,000.00 $249,745.92 METRO CREDIT UNION - 5 YEAR CD 59161YAP1 1.70% 1.70% 2/18/2027 $249,000.00 $245,364.60 BEAL BANK PLANO TEXAS - 5 YEAR CD 07371AZQ9 2.05% 2.05% 3/3/2027 $248,000.00 $244,699.12 BEAL BANK USA LAS VEGAS - 5 YEAR CD 07371CK81 2.05% 2.05% 3/3/2027 $248,000.00 $244,699.12 SPOKANE TEACHERS CR 849061AF3 4.75% 4.75% 3/25/2027 $249,000.00 $250,299.78 MORGAN STANLEY- 5 YEAR CD 61773TDN0 3.00% 3.00% 4/29/2027 $246,000.00 $243,798.30 GENERATION BANK ROGERS AR CD - 5 YEAR CD 37149CAV9 3.10% 3.10% 5/6/2027 $249,000.00 $246,980.61 DEPARTMENT OF COMMERCE - 5 YEAR CD 24951TAT2 3.25% 3.25% 5/13/2027 $249,000.00 $247,239.57 RADIFI FEDERAL CREDIT UNION - 2 YEAR CD 75034WAA9 4.00% 4.00% 5/13/2027 $249,000.00 $248,830.68 CALDWELL BT CO - 2 YEAR CD 128829AQ1 4.00% 4.00% 6/30/2027 $245,000.00 $244,691.30 TRUSTONE FINL CR UN - 5 YEAR CD 89841MAF4 3.40% 3.40% 7/19/2027 $249,000.00 $247,117.56 BMO HARRIS BANK - 5 YEAR CD 05600XHE3 3.55% 3.55% 7/27/2027 $247,000.00 $245,456.25 THIRD FEDL S&L ASSN - 5 YEAR CD 88413QDM7 3.40% 3.40% 7/27/2027 $245,000.00 $243,091.45 CMNTY COMMERCE BANK CLAREMONT- 5 YEAR CD 20367GBH1 3.30% 3.30% 8/10/2027 $249,000.00 $246,729.12 ST VINCENT MED CTR CR - 5 YEAR CD 85279AAA0 3.50% 3.50% 8/12/2027 $249,000.00 $247,259.49 PITTSBURG CITY HALL FCU - 5 YEAR CD 72500MAA3 3.60% 3.60% 8/16/2027 $249,000.00 $247,764.96 SHARONVIEW FCU - 5 YEAR CD 819866BL7 3.50% 3.50% 8/16/2027 $249,000.00 $247,261.98 GHS FEDERAL CREDIT UNION - 5 YEAR CD 36266LAA4 3.80% 3.80% 9/15/2027 $249,000.00 $247,971.63 OKLAHOMA EDUCATORS CR - 2 YEAR CD 67885MAE0 3.65% 3.65% 10/4/2027 $249,000.00 $247,453.71 VALLEY NAT BANK - 2.5 YEAR CD 919853QW4 4.20% 4.20% 12/23/2027 $244,000.00 $244,070.76 SOUTHPOINT BANK - 3 YEAR CD 84464PCC9 4.00% 4.00% 4/28/2028 $249,000.00 $248,093.64 SOUND CREDIT UNION - 4 YEAR CD 83616HAH7 4.15% 4.15% 6/2/2028 $249,000.00 $248,666.34 MEDALLION BANK - 3 YEAR CD 58404DXY2 4.10% 4.10% 6/30/2028 $249,000.00 $248,379.99 NEW ORLEANS FIREMANS FCU - 5 YEAR CD 647608AH1 5.00% 5.00% 7/17/2028 $248,000.00 $251,724.96 NUMERICA CREDIT UNION - 5 YEAR CD 67054NBK8 5.10% 5.10% 7/31/2028 $248,000.00 $252,273.04 SOUTHWEST FINAL FED - 3 YEAR CD 84485EAN7 4.00% 4.00% 8/15/2028 $249,000.00 $247,819.74 GREEN STATE CREDIT UNION- 5 YEAR CD 39573LEL8 5.00% 5.00% 8/29/2028 $248,000.00 $251,923.36 LIVE OAK BANKING - 2.5 YEAR CD 538037BC5 3.70% 3.70% 9/13/2028 $249,000.00 $246,176.34 RIA FEDERAL CREDIT UNION - 3 YEAR CD 749622BX3 4.00% 4.00% 10/13/2028 $249,000.00 $247,675.32 CIVIC FEDERAL CREDIT UNION - 3.25 YEAR CD 178808AB7 4.10% 4.10% 10/23/2028 $249,000.00 $248,200.71 ALLIANT CREDIT UNION- 5 YEAR CD 01882MAH5 5.35% 5.35% 11/15/2028 $248,000.00 $254,157.84 SAN FRANCISCO FEDL CR UNION - 4 YEAR CD 79772FAL0 4.25% 4.25% 11/27/2028 $249,000.00 $248,995.02 SKYLA FEDL CREDIT UNION - 3.5 YEAR CD 83086XAE0 4.10% 4.10% 11/30/2028 $249,000.00 $248,138.46 MAINE SAVINGS - 3.5 YEAR CD 560507AU9 4.00% 4.00% 1/30/2029 $249,000.00 $247,446.24 OPTUM BANK - 4 YEAR CD 68405VDC0 4.00% 4.00% 4/30/2029 $245,000.00 $243,191.90 TRUIST BANK - 5 YEAR CD 897926BG5 4.45% 4.45% 4/30/2029 $245,000.00 $244,566.35 MORGAN STANLEY PVT - 5 YEAR CD 61776NRX3 4.15% 4.15% 5/7/2029 $244,000.00 $242,245.64 BMW BANK OF NORTH AMERICA - 4 YEAR CD 05612LER9 4.00% 4.00% 5/9/2029 $245,000.00 $243,093.90 TEXAS EXCHABGE BANK - 4 YEAR CD 88241TWS5 3.60% 3.60% 10/5/2029 $249,000.00 $243,711.24 AMOCO Federal Credit Union 31424AAM2 4.00% 4.00% 12/17/2029 $249,000.00 $245,140.50 CANADAIGUA NATL B & T - 4 YEAR CD 137141BJ5 3.95% 3.95% 1/18/2030 $249,000.00 $244,642.50 PARKSIDE FINANCIAL B & T 4 YEAR CD 70147AGT5 3.90% 3.90% 1/28/2030 $249,000.00 $244,171.89 JP MORGAN CHASE BANK - 5 YEAR CD 46657VWH9 4.75% 4.75% 1/31/2030 $248,000.00 $248,329.84 FARMERS & MERCHANTS BANK- 4 YEAR CD Callable 307811MZ9 3.90% 3.90% 2/11/2030 $249,000.00 $244,139.52 STIFEL CORPORATE & MUNICIPAL BONDS SUBTOTAL:

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AMERICAN EXPRESS NATIONAL BANK - 5 YEAR CD 02589AGX4 4.15% 4.15% 3/26/2030 $244,000.00 $242,355.44 A+ FEDERAL CREDIT UNION - 5 YEAR CD 00224TAS5 4.15% 4.15% 3/28/2030 $249,000.00 $247,433.79 MERRICK BANK - 4 YEAR CD 59013LKY9 4.05% 4.05% 4/9/2030 $249,000.00 $246,537.39 CITIBANK SIOUX BANK - 5 YEAR CD 17290GCM7 4.25% 4.25% 7/21/2030 $244,000.00 $242,533.07 CREDIT HUMAN FED CR UN - 5 YEAR CD 22537MAJ6 3.65% 3.65% 9/30/2030 $249,000.00 $242,247.12 FIRST FEDL BANK - 5 YEAR CD 32022WEF9 3.75% 3.75% 10/17/2030 $249,000.00 $243,106.17 HOLYOKE CR - 5 YEAR CD 43666MAD8 3.95% 3.95% 11/5/2030 $249,000.00 $243,499.59 BNY MELLON - 5 YEAR CD 05614FCH4 3.65% 3.65% 11/19/2030 $245,000.00 $238,181.65 FIRST ALLIANCE CR UN - 5 YEAR CD 33556AAC0 3.95% 3.95% 3/27/2031 $249,000.00 $242,929.38 USF FEDL CREDIT UNION- 5 YEAR CD 90353ECY7 4.30% 4.30% 5/29/2031 $249,000.00 $248,472.12 VERITY CREDIT UNION - 5 YEAR CD 92349MAA6 4.40% 4.40% 6/4/2031 $249,000.00 $247,618.05 $16,267,576.63
$51,763,321.51
$85,768,249.02
Amount % of Portfolio Amount % of Portfolio
$8,441,053.02 10% 42,877,896.87 $ 50%
$9,350,361.80 11% 14,779,526.27 $ 17%
$16,213,512.69 19% 28,110,825.88 $ 33%
$16,978,396.88 20% $ 100% 85,768,249.02
$17,050,513.25 20%
$17,734,411.38 21% 3.65%
$85,768,249.02 100% 1.55
Michael O'Brien Administrative Services Director/City Treasurer Prepared by: Jennifer Legaspi
Type
TOTAL CD's/GSE BONDS/ CORPORATE BONDS/TREASURY BILLS

TOTAL OF ALL INVESTMENTS
STIFEL CD'S INVESTMENT SUBTOTAL:

LOCAL AGENCY INVESTMENT FUND (LAIF)

INVESTMENTS BY TYPE INVESTMENTS BY MATURITY

CHECKING & MONEY MARKET ACCOUNTS/CASH ON HAND/ CASH

HELD FOR INVESTMENT
Maturity Range
1 Day to 1 Yr.
1 Yr. to 3 Yrs.

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

CALTRUST

GSE AGENCY BONDS

CORPORATE & MUNICIPAL BONDS

NEGOTIABLE CERTIFICATES OF DEPOSIT
TOTAL OF ALL INVESTMENTS Weighted Average Maturity in Years Weighted Average Yield
3 Yrs. to 5 Yrs.

Total

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ATTACHMENT 2

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Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of July 28, 2026
From: Brad McKinney, City Manager
Prepared by: Joseph Jones, Recreation Manager
Subject: Approve a One-Year Contract Extension with The Sauce Creative Services Corporation for the Production of the Quarterly City Newsletter and Recreation Guide in an Amount Not to Exceed $68,802.76
____________________________________________________________________________

SUMMARY
Staff is Seeking authorization to award a one-year contract extension to The Sauce Creative Services Corporation for design, publication and mailing of the City’s Quarterly Newsletter & Recreation Guide Publication in an amount not to exceed $68,802.76.

RECOMMENDATION
City Staff recommends the City Council:
• Approve a one-year contract extension with The Sauce Creative Services Corporation for the production of the City’s Quarterly Newsletter & Recreation Guide Publication for a total amount not to exceed $68,802.76.
• Authorize the City Manager, or his designee, to execute the contract in a form approved by the City Attorney.

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

FISCAL IMPACT
The proposed one-year contract extension for publication services with The Sauce Creative Services Corporation has a total not-to-exceed amount of $68,802.76. The Fiscal Year 2026-27 City Budget includes an appropriation in this amount for the production of the quarterly newsletter in budget account number 001.4190.010.004.

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Approve a One-year Contract Extension with The Sauce Creative Services Corporation for the City Newsletter and Recreation Guide Publication in an Amount Not to Exceed $68,802.76 For the Meeting of July 28, 2026 Page 2

BACKGROUND
In accordance with the City’s Purchasing Policy approved by the City Council in 2019 (Ordinance 1270, 1271 and Resolution 2019-43), staff initiated a competitive selection process to identify a printing vendor for the design, publication and mailing of the City’s quarterly Newsletter & Recreation Guide. The current vendor, “The Sauce,” was selected from the selection process in 2022 and was awarded a three-year contract on April 12, 2022 which expired on June 30, 2025.

DISCUSSION/ANALYSIS
The original agreement includes a provision allowing for one-year annual extensions. On July 22, 2025, the City Council approved a one-year contract extension with The Sauce which expired on June 30, 2026. Due to the high quality of service provided and the ongoing need for publication services, staff recommends extending the agreement for an additional one-year term, which would expire on June 30, 2027.

The Sauce has consistently delivered engaging graphic design services, producing high-quality, modern publications that meet the City’s expectations. Staff respectfully requests that the City Council award a one-year contract extension to The Sauce for the production of the City’s Newsletter and Recreation Guide for Fiscal Year 2026-27.

ALTERNATIVES
The City Council could decide not to approve the one-year contract extension with The Sauce. If the recommended contract extension is not approved, the Parks and Recreation Department may experience a disruption in the production of the quarterly recreation Guide provided to residents. Under this scenario, staff would need to conduct a new selection process and re-bid the production of the City‘s quarterly newsletter.

Respectfully submitted,
Joseph Jones
Recreation Manager
Attachments:

1. The Sauce Contract Extension FY2026-2027

2. The Sauce Contract Extension FY2025-2026

3. The Sauce Original 2022 Agreement

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ATTACHMENT 1
SERVICE CONTRACT - EXTENSION - EFFECTIVE 07/01/26 – 06/30/27 CONTRACT: Production of the City Newsletter and Recreation Guide Publication CONTRACTOR: The Sauce Creative Services
The undersigned agrees to furnish all labor and materials to provide for the City Newsletter and Recreation Guide publication, design and printing services as set forth in the original contract dated July 1, 2022 and for established unit costs as set forth in Exhibit B for other related services as requested for the Contract Extension for Fiscal Year 2026 – 2027.

PRODUCTION OF CITY NEWSLETTER & RECREATION GUIDE PUBLICATION PRICE SCHEDULE for FY 2026-27

COST PER ISSUE COST PER YEAR
$ 17,200.69 $68,802.76

THE SAUCE CREATIVE SERVICES
By: _____________________________ ____________________________ Signature Print
Title: __________________________ Date: _____________________

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

By:

Jeff Malawy, Agency Attorney
ATTEST:

Debra Black, Agency Clerk
• Attachment: Exhibit B

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EXHIBIT B

COMPENSATION SCHEDULE
2026 Fall Issue $17,200.69
2026 Winter Issue $17,200.69
2027 Spring Issue $17,200.69
2027 Summer Issue $17,200.69
TOTAL = $68,802.76

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SERVICE CONTRACT - EXTENSION - EFFECTIVE 07/01/25 – 06/30/26 CONTRACT: Production of the City Newsletter and Recreation Guide Publication CONTRACTOR: The Sauce Creative Services
The undersigned agrees to furnish all labor and materials to provide for the City Newsletter and Recreation Guide publication, design and printing services as set forth in the original contract dated July 1, 2022 and for established unit costs as set forth in Exhibit B for other related services as requested for the Contract Extension for Fiscal Year 2025 – 2026.

PRODUCTION OF CITY NEWSLETTER & RECREATION GUIDE PUBLICATION PRICE SCHEDULE for FY 2025-26

COST PER ISSUE COST PER YEAR
$ 17,200.69 $68,802.76

THE SAUCE CREATIVE SERVICES
By: _____________________________ ____________________________ Signature Print
Title: __________________________ Date: _____________________

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

By:

Jeff Malawy, Agency Attorney
ATTEST:

Debra Black, Agency Clerk
• Attachment: Exhibit B
Sergio Balandran (Jun 30, 2025 10:29 PDT)
Sergio Balandran Sergio Balandran CEO 06/30/2025 Jeff Malawy (Jul 24, 2025 15:04:17 PDT) Jeff Malawy 07/28/2025
ATTACHMENT 2

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EXHIBIT B

COMPENSATION SCHEDULE
2025 Fall Issue $17,200.69
2025 Winter Issue $17,200.69
2026 Spring Issue $17,200.69
2026 Summer Issue $17,200.69
TOTAL = $68,802.76

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Jun-30-2025 17:01:49: The Sauce Contract
Extension FY2025-2026.doc
Final Audit Report 2025-07-29
Created: 2025-06-30
By: Consuelo Arellano ([email protected])
Status: Signed
Transaction ID: CBJCHBCAABAAhrp9tT9a13CxOHtUsPx4e5CWKbTL0XhN "Jun-30-2025 17:01:49: The Sauce Contract Extension FY2025- 2026.doc" History
Document created by Consuelo Arellano ([email protected]) 2025-06-30 - 5:07:30 PM GMT
Document emailed to Sergio Balandran ([email protected]) for signature 2025-06-30 - 5:09:33 PM GMT
Email viewed by Sergio Balandran ([email protected]) 2025-06-30 - 5:28:29 PM GMT
Document e-signed by Sergio Balandran ([email protected]) Signature Date: 2025-06-30 - 5:29:20 PM GMT - Time Source: server Document emailed to [email protected] for signature 2025-06-30 - 5:29:21 PM GMT
Email viewed by [email protected]
2025-07-01 - 7:11:30 AM GMT
Email viewed by [email protected]
2025-07-24 - 10:03:42 PM GMT
Signer [email protected] entered name at signing as Jeff Malawy 2025-07-24 - 10:04:15 PM GMT
Document e-signed by Jeff Malawy ([email protected]) Signature Date: 2025-07-24 - 10:04:17 PM GMT - Time Source: server Document emailed to Brad McKinney ([email protected]) for signature 2025-07-24 - 10:04:19 PM GMT

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Email viewed by Brad McKinney ([email protected]) 2025-07-28 - 3:27:57 PM GMT
Document e-signed by Brad McKinney ([email protected]) Signature Date: 2025-07-28 - 3:28:06 PM GMT - Time Source: server Document emailed to Debra Black ([email protected]) for signature 2025-07-28 - 3:28:08 PM GMT
Email viewed by Debra Black ([email protected])
2025-07-29 - 3:43:10 PM GMT
Document e-signed by Debra Black ([email protected]) Signature Date: 2025-07-29 - 3:43:26 PM GMT - Time Source: server Agreement completed.
2025-07-29 - 3:43:26 PM GMT

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ATTACHMENT 3

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Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of July 28, 2026
From: Brad McKinney, City Manager
Prepared by: Joseph Jones, Recreation Manager
Subject: Approve a One-Year Contract Extension with Inland Empire Stages, LTD for Luxury Coach Transportation Services in the Amount of $68,680.50 ____________________________________________________________________________

SUMMARY
Staff is seeking authorization to award a one-year contract extension to Inland Empire Stages, LTD., for Luxury Coach Transportation Services in the amount of $68,680.50.

RECOMMENDATION
City staff recommends that the City Council:
• Authorize the City Manager, or his designee, to enter into a one-year contract extension with Inland Empire Stages, LTD. to provide transportation services for Parks and Recreation Excursions in an amount not-to-exceed $68,680.50.

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

FISCAL IMPACT
The proposed one-year contract extension for transportation services with Inland Empire Stages, LTD. is in the not-to-exceed amount of $68,680.50. The Fiscal Year 2026-27 City Budget includes an appropriation in this amount for transportation services in budget account number 001.442.034.002.

BACKGROUND
On February 3, 2022, staff conducted a Request for Proposal (RFP) for transportation services.

The Luxury Coach Transportation Service RFP asked bidders to provide a cost to provide

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Approve a One-Year Contract Extension with Inland Empire Stages, LTD for Luxury Coach Transportation Services in the Amount of $68,680.50Page 2 For the Meeting of July 28, 2026
transportation services for Parks and Recreation Excursions. Inland Empire Stages, LTD., was the lowest responsible bidder. Inland Empire Stages provides transportation for all excursions for children, youth and families.

The City of San Dimas offers excursions for youth, teens, and adults. Excursions enable community members to explore regional attractions, enjoy local entertainment, and visit historic and educational destinations. Since 1996, the City has worked with Inland Empire Stages, LTD. to provide top-quality day and extended excursions. City staff is very satisfied with the services provided by Inland Empire Stages, LTD.

DISCUSSION/ANALYSIS
The City Council approved a three-year contract with Inland Empire Stages on April 26, 2022 with a not-to-exceed amount of $206,041.50 (or $68,680.50 per year). The contract allows for annual one-year contract extensions. The City Council subsequently approved a one-year contract extension on July 28, 2025, with a not-to-exceed amount of $68,680.50. The one-year contract extension expired on June 30, 2026 and staff is requesting that the City Council authorize the City Manager to enter into a one-year contract extension in the not-to-exceed amount of $68,680.50 for the contract period July 1, 2026 through June 30, 2027. The annual amount of the requested contract extension ($68.680.50) is the same amount as in previous years.

Due to the high quality of service provided by Inland Empire Stages and the ongoing need for transportation services, staff recommends extending the agreement for an additional one-year term, which would expire on June 30, 2027.

ALTERNATIVES
The City Council could decide not to authorize the one-year contract extension with Inland Empire Stages. Under this scenario, staff would need to develop a Request for Proposals (RFP) and rebid the contract. This could potentially lead to a period during which excursions could not be offered until a new company is identified to provide transportation services.

Respectfully submitted,
Joseph Jones
Recreation Manager
Attachments:

1. Inland Empire Stages Draft Extension Agreement FY 2026-27

2. Inland Empire Stages Contract Extension 2025-26

3. Inland Empire Stages Original Contract 2022

Page 150 ends

ATTACHMENT 1
SERVICE CONTRACT - EXTENSION - EFFECTIVE 07/01/26 – 06/30/27 CONTRACT: Luxury Coach Transportation Services
CONTRACTOR: Inland Empire Stages, LTD
The undersigned agrees to furnish all labor and materials to provide for luxury coach transportation services for Parks & Recreation excursions as set forth in the original contract dated July 1, 2022 and for established unit costs as set forth in Exhibit B for other related services as requested for the Contract Extension for Fiscal Year 2026 – 2027.

LUXURY COACH TRANSPORTATION
PRICE SCHEDULE for FY 2026-27
COST PER YEAR: $68,680.50
INLAND EMPIRE STAGES, LTD.

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 Malawy, Agency Attorney
ATTEST:

Debra Black, Agency Clerk

EXHIBIT B

Page 151 ends

COMPENSATION SCHEDULE
Effective July 1, 2026 – June 30, 2027
2026-2027 Bus Tariff
Spab or Non-Spab trips
All trips at the time of booking are evaluated based on hours of service or mileage with the following rates as shown below.
47 passenger coach
$1,000.00 5 hour minimum
$185.00 each additional hour (prorated per 15 minutes $46.25) 55/56 passenger coach & 52+1 ADA coach
$1,150.00 5 hour minimum
$185.00 each additional hour (prorated per 15 minutes $46.25) All trips will be evaluated on mileage vs. hours of service the mileage rate is estimated at $7.50 per mile
Holiday rate is an additional $300.00
ANY TRIPS THAT IS CANCELED ON THE DAY OF OR LESS THAN 24- HOURS PRIOR TO THE DEPARTURE TIME WILL RESULT IN A 5-HOUR MINIMUM CANCELLATION FEE.

In addition to the motor coach fee a 15% Senate Bill fuel tax will be added. You will find it on a separate line item on your charter confirmation and all invoices.

This rate is subject to change based on weekly fuel rates until further notice.

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ATTACHMENT 2

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ATTACHMENT 3

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Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of July 28, 2026
From: Brad McKinney, City Manager
Prepared by: Scott Wasserman, Director of Parks & Recreation Subject: Approve a 6-month Contract Extension with Guaranteed Janitorial Services, Inc. for Contract Janitorial Maintenance Services for a Term of 6 Months, at an Amount not to Exceed $104,497.62
____________________________________________________________________________

SUMMARY
Staff is requesting a 6-month contract extension to the existing Agreement with Guaranteed Janitorial Services to allow staff sufficient time to revise the contract specifications and re-bid the contract, in accordance with the guidelines of the Public Contract Code and best practices.

RECOMMENDATION
Staff recommends that the City Council:
• Approve the extension of the janitorial maintenance services contract with Guaranteed Janitorial Services, Inc. for a term of six months (July 1, 2026, to December 31, 2026) at a cost not-to-exceed $104,497.62 (or $17,416.27 per month).

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

FISCAL IMPACT
The proposed six-month contract extension for janitorial maintenance services with Guaranteed Janitorial Services, Inc. is for $17,416.27 a month and a total not-to-exceed amount of $104,497.62 for the full six-month contract extension. This amount includes a 3.4% increase over the previous contract term to reflect the increase in the Consumer Price Index increase over the past year. The Fiscal Year 2026-2027 City budget includes an appropriation of $208,998 for the proposed janitorial services in multiple budget account numbers within the General Fund.

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Approve a 6-month Contract Extension with Guaranteed Janitorial Services, Inc. for Contract Janitorial Maintenance Services. Page 2
For the Meeting of July 28, 2026

BACKGROUND
The City of San Dimas contracts with Guaranteed Janitorial Services, Inc. (”Guaranteed”) to provide janitorial services at various locations throughout the City that include City Hall, the Stanley Plummer Building, Senior Center, Martin House, Walker House, Recreation Center, multiple recreation buildings and six park restrooms. The initial contract was executed in 2023 with a 15-month term for the period April 1, 2023 through June 30, 2024 and included two additional one-year extensions. The contract was subsequently renewed for single-year extensions for the contract period July 1, 2024, through June 30, 2025, and again for the period July 1, 2025, through June 30, 2026.

The contract expired on June 30, 2026 and staff is seeking City Council authorization to extend the contract for an additional six months, for the period July 1, 2026, through December 31, 2026.

Staff would like to use the additional six-month period to update the performance standards in the RFP and re-bid the contract to ensure that all services delivered to the City reflect best practices and high standards. Staff anticipates awarding a new contract toward the end of the 2026 calendar year, with service to begin on January 1, 2027.

DISCUSSION/ANALYSIS
The initial 15-month contract with Guaranteed to provide janitorial services was for a monthly amount of $15,770, which translated to a total of $236,550 for the term of the Agreement. The initial term of the initial Agreement was April 1, 2023, through June 30, 2024.

The first extension to the Agreement for the period July 1, 2024, through June 30, 2025, increased the monthly amount by 3.7% for a new monthly total of $16,353.50, for a total of $196,242. The

3.7% increase corresponded to an increase in the CPI of 3.7% since the prior year.

The second extension to the Agreement for the period July 1, 2025, through June 30, 2026, maintained a monthly cost of $16,353.50 for the first six months of the extension. The monthly cost for the second six months of the extension increased by 3% to $16,843.59 for the period January 2026 through June 2026 to reflect an increase in the CPI. The total cost in the second extension was $199,182.50
City staff now wishes to extend the contract for an additional six-month period (July 2026 through December 2026) to allow staff time to update the City’s Request for Proposals for Janitorial Services and to re-bid the contract for 2027. The cost of the proposed six-month extension is in the not-to-exceed amount of $104,497.62, which reflects six months of service at a cost of $17,416.27 per month. The monthly amount of $17,416.27 reflects an increase of 3.4% over the previous contract period to correspond to an increase in the CPI over the past year.

Staff is reviewing the scope of work to update descriptions of work to be performed, the frequencies with which specific tasks are to be performed, and strengthening a deficiency clause in the Agreement to ensure that all tasks are performed to the satisfaction of the City using proper tools, materials and techniques.

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Approve a 6-month Contract Extension with Guaranteed Janitorial Services, Inc. for Contract Janitorial Maintenance Services. Page 3
For the Meeting of July 28, 2026

ALTERNATIVES
The City Council could elect not to extend the contract with Guaranteed Janitorial Services, Inc.

Under this scenario, custodial services would continue for the months of August and September, 2026. For the period October through December, 2026, staff would need to identify a new janitorial services contractor to provide temporary services on a month-to-month basis, while staff updates the Request for Proposals to re-bid the contract for 2027.

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

1. Service Contract 6-month Extension Dec 2026

2. Service Contract Extension FY 2025-2026

3. Service Contract Extension FY 2024-2025

4. Original Contract –Guaranteed Janitorial Services FY 2023-2024

Page 170 ends

ATTACHMENT 1
SERVICE CONTRACT - EXTENSION - EFFECTIVE 07/01/26 – 12/31/26 CONTRACT: Janitorial Services Agreement dated April 1, 2023 (“Contract”) CONTRACTOR: Guaranteed Janitorial Service, Inc.

Notwithstanding Section I of the Contract, the Contractor and the City of San Dimas agree to an additional six-month term of the Contract, to be effective July 1, 2026 to December 31, 2026.

Contractor agrees to furnish all labor and materials to provide janitorial maintenance for the City of San Dimas buildings as set forth in the original Contract, as amended by Exhibit A hereto, and for established maintenance costs as set forth herein for related services as set forth in the original contract. The Contract Extension for the six-month term includes a 3.4% increase according to the Consumer Price Index March 2025 to March 2026, as established in the original Contract for any extension term. The compensation schedule for this six-month extension term is set forth in Exhibit B hereto. In no event shall compensation during this six-month extension term exceed $104,497.62.

All other provisions of the original Contract remain in effect during the extension term.

1. PRICE SCHEDULE with a 3.4% CPI increase
July – December 2026: $104,497.62

2. Scope of Work Section IV – Location and Frequency of Services GUARANTEED JANITORIAL SERVICE, INC.

By: ________________________________ ___________________________ Signature Print
Title: _______________________________ Date: ______________________

CITY OF SAN DIMAS
____________________________________ Date: ______________________ Brad McKinney, City Manager
APPROVED AS TO FORM:
_________________________
Jeff Malawy, Agency Attorney
ATTEST:
__________________________
Debra Black, Agency Clerk
Attachments:
• Exhibit A – Scope of Work – Section IV
• Exhibit B – Payment Schedule Page 171 – 569

EXHIBIT A

SCOPE OF WORK
Section I – III
As is, no changes.

IV. Location and Frequency of Services. Services shall be performed by Contractor in accordance with the following frequency schedule:

Frequency  D-Daily W-Weekly M-Monthly Q-Quarterly
BA-Biannual BM-Bimonthly
Location  City Hall Marchant SDRC CB SCCC Ladera
Serra
Martin
House
Walker
House
Days  MonFri
MonFriMonSatMonSunMonSunMonSun
M
W F
M Th
Work schedule for service
provided
11pm5am11pm5am11pm5am2am6am
M-F 10am3pm &
Mon-Sun
2am-6am
2am6am11pm5am11pm5am

GENERAL CLEANING
Clean lobby entrance door(s),
lobby counters glass

D D D D D D D
Empty trash and recycling
containers, replace liners as
needed, clean outside of
containers, empty compost &
dispose into compost cans

D D D D D D D D
Dust desks, office furniture,
cabinets. Wipe clean spots.

D D D D D D D
Vacuum all carpeted areas and
spot clean spills

D D D D D D
Vacuum all floor mats D D D D D D D
Spot clean interior partition
glass

D D D D D D
Clean, sanitize, and polish
drinking fountains

D D D D D D
Clean spots on carpeted areas D D D D D D
Dust mop and damp mop tiled
floors

D D D D D D D
Pick up trash and debris D D D D D D D
Turn off lights and secure
building

D D D D D D D
Maintain Janitor closets D D D D D D D
Dust windowsills and other
horizontal surfaces

M M M M M M M M
Check and clean all kick plates M M M M M M M

Page 172 ends

Check and remove cobwebs
including high areas

M M M M M M M M
Clean hard to reach areas of all
bookcases, cabinets, light,
fixtures, shelves, etc.

M M M M M M M
Wipe down furniture M M M M M M M
Wipe all doors, clean door
jams

M M M M M M M
Remove marks from doors and
light switches

M M M M M M M
Light dust window blinds M M M M M
Clean baseboards M M M M M M M
Clean air vents (Vacuum) Q Q Q Q Q Q Q
Clean all windows interior and
exterior

M M M M M M M
Strip and wax all VCT floors BA Q Q BA Q
Monthly buff/polish VCT
floors
BM
6x/yr
BM
6x/yr
BM
6x/yr
BM
6x/yr
BM
6x/yr
Machine Scrub all tiled floor
surfaces
BM
6x/yr
BM
6x/yr
M BM
6x/yr
BM
6x/yr
N/A
Pressure wash entry
ways/patio

Q Q Q Q Q Q
Vacuum all upholstered chairs
& wipe clean all hard surfaces

Q Q Q Q Q Q Q
Clean carpets and interior floor
mats (Hot water extraction)

Q Q Q Q Q Q
AFTER EVENTS: Remove &
replace furniture, clean & reset
room, auto scrub floors
D D W
(FriSun)

LUNCHROOMS & KITCHEN CLEANING
Damp wipe chairs and tables D D
(Student
Union)
D D D
Sanitize, clean countertops,
sinks, garbage disposals and
water faucets, polish stainless
& chrome

D D D D D D
Replace/refill paper towels and
soap dispensers

D D D D D D
Remove calcium deposits on
and around faucets and drains

D W D D D W
Clean spots on cabinet doors
(exterior only)

D D D D D D D
Clean microwave ovens
interior and exterior

D D D D
Wipe clean the exterior of
ovens & stove tops
D D D

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Clean appliances surfaces W W W
Wipe outside of cabinet doors M M M M
Clean refrigerator interior
surfaces

M M M M M
Clean refrigerator exterior airvent gratesM M M M M
Deep clean interior and
exterior of ovens & stoves
M M M

RESTROOMS CLEANING
Quarterly deep clean, scrub
grouts & tile surfaces

Q Q Q Q Q Q Q Q
Clean mirrors D D D D D D D D
Clean and sanitize toilet seats,
bowls and urinals

D D D D D D D D
Spray enzyme solution around
urinals

D D D D D D D
Replace/refill paper towel,
toilet paper, seat cover and
soap dispensers

D D D D D D D D
Clean spots on walls, partitions
and backsplashes

D D D D D D D D
Clean and sanitize counters,
sinks and faucets

D D D D D D D D
Empty sanitary napkin
receptacles

D D D D D D
Dry mop or sweep to remove
hairs and debris

D D D D D D D D
Damp mop floors D D D D D D D D
Clean light switches and wall
around light switches

M M M M M M M M
Clean toilets in detail (bottom
and behind)

M M M M M M M M
Polish, remove calcium
deposits on and around faucets,
drains & valves

M M M M M M M M
Install urinal screens in all
urinals

M M M M M M

Page 174 ends

Clean tables in conference
room
D
Empty trash and replace trash
liners
D
Clean small kitchenette (sink,
counter and fixtures)
D
Dust elevator walls and ceiling D
Detail dust and clean light
fixtures
M
Maintain janitor closet D
Turn off all lights and secure
each area of the building
D

SPECIFIC LOCATION

CLEANING - SDRC
(Recreation Center)
Clean front Reception
windows
D
Clean and disinfect sauna
rooms
D
Clean all mirrors in the
Aerobics room and in the
Weight room
W
Sweep and wet mop disinfect
Spa room floor
D
Remove floor mats, clean tile
& grout & floor mats, women's
& men's showers, floors &
walls, steam room (monthly)
M

SPECIFIC LOCATION
DAY PORTER – SCCC
(Senior Center)
Mon-Fri
10am2pm
Service restrooms, reset rooms,
general housekeeping
D
Details and Frequency for Park Restrooms

PARK RESTROOMS CLEANING
Mon-Sun
Horsethief, SPLEX, Lone Hill, Marchant 
Pioneer, Via Verde 
11pm-6am
Sunset-6am
Clean and sanitize toilet seats, bowls and urinals clean sinks (and space under sinks), urinals and toilets
completely, then with disinfectant solution
D
Spray enzyme solution around urinals D
Replace/refill paper towel, toilet paper, soap dispensers D Clean spots on walls, partitions and backsplashes D

Page 175 ends

Clean and sanitize counters, sinks & faucets, polish
chrome & stainless
D
Empty sanitary napkin receptacles D
Dry mop or sweep to remove hairs and debris D
Damp mop floors D
Clean interior and exterior light lenses W
Clean toilets in detail (bottom and behind) M
Polish, remove calcium deposits on & around faucets &
drains
M
Police immediate area outside of restroom for litter D
Wash interior walls & floors M
Pressure wash entrances & surrounding area M
Open restrooms on weekends & holidays between 6am7am (except Thanksgiving Day & Christmas) W
The Contractor shall provide the Agency with an annual schedule for each building’s non-daily services. The term daily refers to all days that the Contractor is required to clean.

For informational purposes, the following provides the location of various Agency facilities:

Facility: Address:

City Hall 245 E Bonita Ave
Community Building 245 E Bonita Ave
Senior Center 201 E Bonita Ave
San Dimas Recreation Center 990 W Covina Blvd
Walker House 121 N San Dimas Ave
Martin House 246 E. Bonita Ave
Marchant Park Recreation Building 425 Juanita Ave
Ladera Serra Park Recreation Building 975 Calle Serra
PARK RESTROOMS (1 restroom facility in each location)
Pioneer Park 225 S Cataract Ave
Lone Hill Park 500 N Shellman Ave
Via Verde Park 1010 Puente St
Marchant Park 425 Juanita Ave
Horsethief Canyon Park 301 Horsethief Canyon Rd
SportSplex 763 Cypress Ave

Page 176 ends

EXHIBIT B
Compensation Schedule
• JULY 2026 $17,416.27
• AUGUST 2026 $17,416.27
• SEPTEMBER 2026 $17,416.27
• OCTOBER 2026 $17,416.27
• NOVEMBER 2026 $17,416.27
• DECEMBER 2026 $17,416.27
TOTAL: $104,497.62

Page 177 ends

SERVICE CONTRACT - EXTENSION - EFFECTIVE 07/01/25 – 06/30/26 CONTRACT: Janitorial Services Agreement
CONTRACTOR: Guaranteed Janitorial Service, Inc.

The undersigned agrees to furnish all labor and materials to provide custodial maintenance for the City of San Dimas buildings as set forth in the original contract dated April 1, 2023, and for established maintenance costs as set forth in the bid proposal and amendment in FY24-25 for related services as requested. The Contract Extension for Fiscal Year 2025-26 includes a 3% increase starting in January of 2026:

1. PRICE SCHEDULE for FY2025-26
July – December of 2025: $98,118.00
January – June of 2026 (3%): $101,061.54
Annual Total: $199,179.54

2. Scope of Work Section IV – Location and Frequency of Services GUARANTEED JANITORIAL SERVICE, INC.

By: ___________________________ _________________________ Signature Print
Title: _________________________ Date: ______________________

CITY OF SAN DIMAS
______________________________ Date: ____________________ Brad McKinney, City Manager
APPROVED AS TO FORM:

By: _________________________
Jeff Malawy, Agency Attorney
ATTEST:
__________________________
Debra Black, Agency Clerk
Attachments:
• Exhibit A – Scope of Work – Section IV
• Exhibit B – Payment Schedule
Jazmin Alvarez (Jul 21, 2025 16:19 PDT) Jazmin Alvarez Project Manager 07/21/2025 Jeff Malawy (Jul 22, 2025 00:25 PDT) Jeff Malawy 07/22/2025
ATTACHMENT 2

Page 178 ends

EXHIBIT A

SCOPE OF WORK
Section I – III
As is, no changes.

IV. Location and Frequency of Services. Services shall be performed by Contractor in accordance with the following frequency schedule:

Frequency → D-Daily W-Weekly M-Monthly Q-Quarterly
BA-Biannual BM-Bimonthly
Location → City Hall Marchant SDRC CB SCCC Ladera
Serra
Martin
House
Walker
House
Days → MonFriMonFriMonSatMonSunMonSunMonSunM
W F
M Th
Work schedule for service
provided
11pm5am11pm5am11pm5am2am6am
M-F 10am3pm &
Mon-Sun
2am-6am
2am6am11pm5am11pm5am

GENERAL CLEANING
Clean lobby entrance door(s),
lobby counters glass

D D D D D D D
Empty trash and recycling
containers, replace liners as
needed, clean outside of
containers, empty compost &
dispose into compost cans

D D D D D D D D
Dust desks, office furniture,
cabinets. Wipe clean spots.

D D D D D D D
Vacuum all carpeted areas and
spot clean spills

D D D D D D
Vacuum all floor mats D D D D D D D
Spot clean interior partition
glass

D D D D D D
Clean, sanitize, and polish
drinking fountains

D D D D D D
Clean spots on carpeted areas D D D D D D
Dust mop and damp mop tiled
floors

D D D D D D D
Pick up trash and debris D D D D D D D
Turn off lights and secure
building

D D D D D D D
Maintain Janitor closets D D D D D D D
Dust windowsills and other
horizontal surfaces

M M M M M M M M
Check and clean all kick plates M M M M M M M
Check and remove cobwebs
including high areas

M M M M M M M M

Page 179 ends

Clean hard to reach areas of all
bookcases, cabinets, light,
fixtures, shelves, etc.

M M M M M M M
Wipe down furniture M M M M M M M
Wipe all doors, clean door
jams

M M M M M M M
Remove marks from doors and
light switches

M M M M M M M
Light dust window blinds M M M M M
Clean baseboards M M M M M M M
Clean air vents (Vacuum) Q Q Q Q Q Q Q
Clean all windows interior and
exterior

Q Q Q Q Q Q
Vacuum all upholstered chairs
& wipe clean all hard surfaces

Q Q Q Q Q Q Q
Clean carpets and interior floor
mats (Hot water extraction)

Q Q Q Q Q Q
AFTER EVENTS: Remove &
replace furniture, clean & reset
room, auto scrub floors
D D W
(FriSun)

LUNCHROOMS & KITCHEN CLEANING
Damp wipe chairs and tables D D
(Student
Union)
D D D
Sanitize, clean countertops,
sinks, garbage disposals and
water faucets, polish stainless
& chrome

D D D D D D
Replace/refill paper towels and
soap dispensers

D D D D D D
Remove calcium deposits on
and around faucets and drains

D W D D D W
Clean spots on cabinet doors
(exterior only)

D D D D D D D
Clean microwave ovens
interior and exterior

D D D D
Wipe clean the exterior of
ovens & stove tops
D D D
Clean appliances surfaces W W W
Wipe outside of cabinet doors M M M M

Page 180 ends

Clean refrigerator interior
surfaces

M M M M M
Clean refrigerator exterior airvent gratesM M M M M
Deep clean interior and
exterior of ovens & stoves
M M M

RESTROOMS CLEANING
Quarterly deep clean, scrub
grouts & tile surfaces

Q Q Q Q Q Q Q Q
Clean mirrors D D D D D D D D
Clean and sanitize toilet seats,
bowls and urinals

D D D D D D D D
Spray enzyme solution around
urinals

D D D D D D D
Replace/refill paper towel,
toilet paper, seat cover and
soap dispensers

D D D D D D D D
Clean spots on walls, partitions
and backsplashes

D D D D D D D D
Clean and sanitize counters,
sinks and faucets

D D D D D D D D
Empty sanitary napkin
receptacles

D D D D D D
Dry mop or sweep to remove
hairs and debris

D D D D D D D D
Damp mop floors D D D D D D D D
Clean light switches and wall
around light switches

M M M M M M M M
Clean toilets in detail (bottom
and behind)

M M M M M M M M
Polish, remove calcium
deposits on and around faucets,
drains & valves

M M M M M M M M
Install urinal screens in all
urinals

M M M M M M

Page 181 ends

Empty trash and replace trash
liners
D
Clean small kitchenette (sink,
counter and fixtures)
D
Dust elevator walls and ceiling D
Detail dust and clean light
fixtures
M
Maintain janitor closet D
Turn off all lights and secure
each area of the building
D

SPECIFIC LOCATION

SPECIFIC LOCATION
DAY PORTER – SCCC
(Senior Center)
Mon-Fri
10am2pm
Service restrooms, reset rooms,
general housekeeping
D
Details and Frequency for Park Restrooms

PARK RESTROOMS CLEANING
Mon-Sun
Horsethief, SPLEX, Lone Hill, Marchant →
Pioneer, Via Verde →
11pm-6am
Sunset-6am
Clean and sanitize toilet seats, bowls and urinals clean sinks (and space under sinks), urinals and toilets
completely, then with disinfectant solution
D
Spray enzyme solution around urinals D
Replace/refill paper towel, toilet paper, soap dispensers D Clean spots on walls, partitions and backsplashes D
Clean and sanitize counters, sinks & faucets, polish
chrome & stainless
D
Empty sanitary napkin receptacles D

Page 182 ends

Dry mop or sweep to remove hairs and debris D
Damp mop floors D
Clean interior and exterior light lenses W
Clean toilets in detail (bottom and behind) M
Polish, remove calcium deposits on & around faucets &
drains
M
Police immediate area outside of restroom for litter D
Wash interior walls & floors M
Pressure wash entrances & surrounding area M
Open restrooms on weekends & holidays between 6am7am (except Thanksgiving Day & Christmas)W The Contractor shall provide the Agency with an annual schedule for each building’s non-daily services. The term daily refers to all days that the Contractor is required to clean.

For informational purposes, the following provides the location of various Agency facilities:

Facility: Address:

Page 183 ends

EXHIBIT B

SCOPE OF WORK
I. Payment Schedule for Initial Term: The twelve-month term shall be in the amount not to exceed $199,179.54, inclusive of all labor, equipment, and materials necessary to complete the work, unless otherwise approved by the Agency, payable monthly as follows:
• JULY 2025 $16,353.00
• AUGUST 2025 $16,353.00
• SEPTEMBER 2025 $16,353.00
• OCTOBER 2025 $16,353.00
• NOVEMBER 2025 $16,353.00
• DECEMBER 2025 $16,353.00
• JANUARY 2026 $16,843.59
• FEBRUARY 2026 $16,843.59
• MARCH 2026 $16,843.59
• APRIL 2026 $16,843.59
• MAY 2026 $16,843.59
• JUNE 2026 $16,843.59
____________
TOTAL: $199,179.54

Page 184 ends

Jul-18-2025 00:51:17: Guaranteed Draft
Contract Extension FY2025-26.docx
Final Audit Report 2025-07-23
Created: 2025-07-18
By: Consuelo Arellano ([email protected])
Status: Signed
Transaction ID: CBJCHBCAABAA_Z1ocMG-ehEVNt_hQvi_DDD4sm0IxibY "Jul-18-2025 00:51:17: Guaranteed Draft Contract Extension FY 2025-26.docx" History
Document created by Consuelo Arellano ([email protected]) 2025-07-18 - 0:55:46 AM GMT
Document emailed to Jazmin Alvarez ([email protected]) for signature 2025-07-18 - 0:58:10 AM GMT
Document e-signed by Jazmin Alvarez ([email protected]) Signature Date: 2025-07-21 - 11:19:44 PM GMT - Time Source: server Document emailed to [email protected] for signature 2025-07-21 - 11:19:46 PM GMT
Email viewed by [email protected]
2025-07-22 - 7:16:41 AM GMT
Signer [email protected] entered name at signing as Jeff Malawy 2025-07-22 - 7:25:05 AM GMT
Document e-signed by Jeff Malawy ([email protected]) Signature Date: 2025-07-22 - 7:25:07 AM GMT - Time Source: server Document emailed to Brad McKinney ([email protected]) for signature 2025-07-22 - 7:25:09 AM GMT
Email viewed by Brad McKinney ([email protected]) 2025-07-23 - 0:38:57 AM GMT
Document e-signed by Brad McKinney ([email protected]) Signature Date: 2025-07-23 - 0:39:11 AM GMT - Time Source: server

Page 185 ends

Document emailed to Debra Black ([email protected]) for signature 2025-07-23 - 0:39:14 AM GMT
Email viewed by Debra Black ([email protected])
2025-07-23 - 1:08:00 AM GMT
Document e-signed by Debra Black ([email protected]) Signature Date: 2025-07-23 - 1:08:32 AM GMT - Time Source: server Agreement completed.
2025-07-23 - 1:08:32 AM GMT

Page 186 ends

SERVICE CONTRACT - EXTENSION - EFFECTIVE 07/01/24 – 06/30/25 CONTRACT: Janitorial Services Agreement
CONTRACTOR: Guaranteed Janitorial Service, Inc.

The Contract Extension for Fiscal Year 2024-25 includes a Scope of Work adjustment detailed in Exhibit A and a 3.7% increase referenced in the Payment Schedule of Exhibit B.

1. PRICE SCHEDULE with an 3.7% increase for 2024-25

CURRENT FY PROPOSED FY
2023-2024 2024-2025
Annual: $ 189,240.00 $ 196,242.00

2. Scope of Work Section IV – Location and Frequency of Services GUARANTEED JANITORIAL INC.

By: _________________________ _________________________ Signature Print
Title: _________________________ Date: ____________________

CITY OF SAN DIMAS
____________________________ Date: ______________
Chris Constantin, City Manager
APPROVED AS TO FORM:

By:

Jeff Malawy, Agency Attorney
ATTEST:

Debra Black, Agency Clerk
Attachments:
• Exhibit A Scope of Work – Section IV
• Exhibit B Payment Schedule
Jazmin Alvarez (Jun 18, 2024 16:32 PDT) Account Manager Jun 18, 2024 Jazmin Alvarez Jeff Malawy (Jun 18, 2024 16:50 PDT) Jeff Malawy
Chris Constantin (Jun 19, 2024 17:28 PDT) Jun 19, 2024
ATTACHMENT 3

Page 187 ends

EXHIBIT A

SCOPE OF WORK
Section I – III
As is, no changes.

IV. Location and Frequency of Services. Services shall be performed by Contractor in accordance with the following frequency schedule:

Frequency D-Daily W-Weekly M-Monthly Q-Quarterly
BA-Biannual BM-Bimonthly
Location City
Hall Marchant SDRC CB SCCC Ladera Serra
Martin
House
Walker
House
Days MonFriMonFriMonSatMon
-Sun
MonSunMonSunM W
F
M Th
Work schedule for service provided 11pm
-5am
11pm5am11pm5am2am6am
M-F
10am3pm &
Mon-Sun
2am-6am
2am6am11pm5am11pm5am

GENERAL CLEANING
Clean lobby entrance door(s), lobby
counters glass

D D D D D D D
Empty trash and recycling containers,
replace liners as needed, clean outside
of containers, empty compost &
dispose into compost cans

D D D D D D D D
Dust desks, office furniture, cabinets.

Wipe clean spots.

D D D D D D D
Vacuum all carpeted areas and spot
clean spills

D D D D D D
Vacuum all floor mats D D D D D D D
Spot clean interior partition glass D D D D D D
Clean, sanitize, and polish drinking
fountains

D D D D D D
Clean spots on carpeted areas D D D D D D
Dust mop and damp mop tiled floors D D D D D D D
Pick up trash and debris D D D D D D D
Turn off lights and secure building D D D D D D D
Maintain Janitor closets D D D D D D D
Dust windowsills and other horizontal
surfaces

M M M M M M M M
Check and clean all kick plates M M M M M M M
Check and remove cobwebs including
high areas

M M M M M M M M
Clean hard to reach areas of all
bookcases, cabinets, light, fixtures,
shelves, etc.

M M M M M M M

Page 188 ends

Wipe down furniture M M M M M M M
Wipe all doors, clean door jams M M M M M M M
Remove marks from doors and light
switches

M M M M M M M
Light dust window blinds M M M M M
Clean baseboards M M M M M M M
Clean air vents (Vacuum) Q Q Q Q Q Q Q
Clean all windows interior and
exterior

M M M M M M M
Strip and wax all VCT floors BA Q Q BA Q
Monthly buff/polish VCT floors BM
6x/yr
BM 6x/yr BM
6x/yr BM 6x/yr BM 6x/yr
Machine Scrub all tiled floor surfaces BM
6x/yr
BM
6x/yr
M BM
6x/yr
BM
6x/yr
N/A
Pressure wash entry ways/patio Q Q Q Q Q Q
Vacuum all upholstered chairs &
wipe clean all hard surfaces

Q Q Q Q Q Q Q
Clean carpets and interior floor mats
(Hot water extraction)

Q Q Q Q Q Q
AFTER EVENTS: Remove & replace
furniture, clean & reset room, auto
scrub floors
D D W
(FriSun)

LUNCHROOMS & KITCHEN CLEANING
Damp wipe chairs and tables D D
(Student
Union)
D D D
Sanitize, clean countertops, sinks,
garbage disposals and water faucets,
polish stainless & chrome

D D D D D D
Replace/refill paper towels and soap
dispensers

D D D D D D
Remove calcium deposits on and
around faucets and drains

D W D D D W
Clean spots on cabinet doors (exterior
only)

D D D D D D D
Clean microwave ovens interior and
exterior

D D D D
Wipe clean the exterior of ovens &
stove tops
D D D
Clean appliances surfaces W W W
Wipe outside of cabinet doors M M M M
Clean refrigerator interior surfaces M M M M M
Clean refrigerator exterior air-vent
grates

M M M M M
Deep clean interior and exterior of
ovens & stoves
M M M

RESTROOMS CLEANING

Page 189 ends

Quarterly deep clean, scrub grouts &
tile surfaces

Q Q Q Q Q Q Q Q
Clean mirrors D D D D D D D D
Clean and sanitize toilet seats, bowls
and urinals

D D D D D D D D
Spray enzyme solution around urinals D D D D D D D
Replace/refill paper towel, toilet
paper, seat cover and soap dispensers

D D D D D D D D
Clean spots on walls, partitions and
backsplashes

D D D D D D D D
Clean and sanitize counters, sinks and
faucets

D D D D D D D D
Empty sanitary napkin receptacles D D D D D D
Dry mop or sweep to remove hairs
and debris

D D D D D D D D
Damp mop floors D D D D D D D D
Clean light switches and wall around
light switches

M M M M M M M M
Clean toilets in detail (bottom and
behind)

M M M M M M M M
Polish, remove calcium deposits on
and around faucets, drains & valves

M M M M M M M M
Install urinal screens in all urinals M M M M M M

SPECIFIC LOCATION
CLEANING - Walker House
Vacuum all carpet areas, stairs,
elevator & floor mats, spot clean
carpets
D
Dust/Clean windowsills, stairs,
banisters, baseboards, casings and
doors
D
Check & remove cobwebs including
high areas
D
Clean tables in conference room D
Empty trash and replace trash liners D
Clean small kitchenette (sink, counter
and fixtures)
D
Dust elevator walls and ceiling D
Detail dust and clean light fixtures M
Maintain janitor closet D
Turn off all lights and secure each
area of the building
D

SPECIFIC LOCATION
CLEANING - SDRC (Recreation
Center)
Clean front Reception windows D
Clean and disinfect sauna rooms D

Page 190 ends

Clean all mirrors in the Aerobics
room and in the Weight room
W
Sweep and wet mop disinfect Spa
room floor
D
Remove floor mats, clean tile & grout
& floor mats, women's & men's
showers, floors & walls, steam room
(monthly)
M

SPECIFIC LOCATION DAY
PORTER – SCCC (Senior Center)
MonFri
10am2pm
Service restrooms, reset rooms,
general housekeeping
D
Details and Frequency for Park Restrooms

PARK RESTROOMS CLEANING
Mon-Sun
Horsethief, SPLEX, Lone Hill, Marchant
Pioneer, Via Verde
11pm-6am
Sunset-6am
Clean and sanitize toilet seats, bowls and urinals clean sinks (and space under sinks), urinals and toilets completely, then with disinfectant solution
D
Spray enzyme solution around urinals D
Replace/refill paper towel, toilet paper, soap dispensers D Clean spots on walls, partitions and backsplashes D
Clean and sanitize counters, sinks & faucets, polish chrome & stainless
D
Empty sanitary napkin receptacles D
Dry mop or sweep to remove hairs and debris D
Damp mop floors D
Clean interior and exterior light lenses W
Clean toilets in detail (bottom and behind) M
Polish, remove calcium deposits on & around faucets & drains M Police immediate area outside of restroom for litter D
Wash interior walls & floors M
Pressure wash entrances & surrounding area M
Open restrooms on weekends & holidays between 6am-7am
(except Thanksgiving Day & Christmas)
W

Page 191 ends

The Contractor shall provide the Agency with an annual schedule for each building’s non-daily services. The term daily refers to all days that the Contractor is required to clean.

For informational purposes, the following provides the location of various Agency facilities:

Facility: Address:

Page 192 ends

EXHIBIT B

PAYMENT SCHEDULE
I. Payment Schedule for Initial Term. The twelve-month term shall be in the amount not to exceed $196,242.00, inclusive of all labor, equipment, and materials necessary to complete the work, unless otherwise approved by the Agency, payable monthly as follows:

July 2024 $16,353.50
August 2024 $16,353.50
September 2024 $16,353.50
October 2024 $16,353.50
November 2024 $16,353.50
December 2024 $16,353.50
January 2025 $16,353.50
February 2025 $16,353.50
March 2025 $16,353.50
April 2025 $16,353.50
May 2025 $16,353.50
June 2025 $16,353.50
———————
TOTAL $196,242.00

Page 193 ends

Jun-17-2024 16:09:31: Guaranteed Contract
Extension 2024-25.docx
Final Audit Report 2024-06-20
Created: 2024-06-17
By: Consuelo Arellano ([email protected])
Status: Signed
Transaction ID: CBJCHBCAABAAOeaDyrcCMf8tCe_NrpzHEADs_o0SBV9u "Jun-17-2024 16:09:31: Guaranteed Contract Extension 2024-25 .docx" History
Document created by Consuelo Arellano ([email protected]) 2024-06-17 - 4:10:52 PM GMT
Document emailed to Jazmin Alvarez ([email protected]) for signature 2024-06-17 - 4:12:44 PM GMT
Email viewed by Jazmin Alvarez ([email protected]) 2024-06-18 - 11:29:27 PM GMT
Document e-signed by Jazmin Alvarez ([email protected]) Signature Date: 2024-06-18 - 11:32:13 PM GMT - Time Source: server Document emailed to [email protected] for signature 2024-06-18 - 11:32:14 PM GMT
Email viewed by [email protected]
2024-06-18 - 11:49:15 PM GMT
Signer [email protected] entered name at signing as Jeff Malawy 2024-06-18 - 11:50:49 PM GMT
Document e-signed by Jeff Malawy ([email protected]) Signature Date: 2024-06-18 - 11:50:51 PM GMT - Time Source: server Document emailed to Chris Constantin ([email protected]) for signature 2024-06-18 - 11:50:52 PM GMT
Email viewed by Chris Constantin ([email protected]) 2024-06-20 - 0:21:52 AM GMT

Page 194 ends

Document e-signed by Chris Constantin ([email protected]) Signature Date: 2024-06-20 - 0:28:09 AM GMT - Time Source: server Document emailed to Debra Black ([email protected]) for signature 2024-06-20 - 0:28:11 AM GMT
Email viewed by Debra Black ([email protected])
2024-06-20 - 0:33:37 AM GMT
Document e-signed by Debra Black ([email protected]) Signature Date: 2024-06-20 - 0:34:02 AM GMT - Time Source: server Agreement completed.
2024-06-20 - 0:34:02 AM GMT

Page 195 ends

Page 1 of 10 ends

JANITORIAL SERVICE AGREEMENT
This janitorial service agreement (“Agreement”), is made and effective as of April 1, 2023, between the City of San Dimas ("Agency"), a municipal corporation, and Guaranteed Janitorial Service, Inc. (“Contractor”), a California corporation. In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:

I. TERM
This Agreement shall commence on April 1, 2023 and shall remain and continue in effect until tasks described herein are completed, but in no event later than June 30, 2024 (a fifteen-month initial term) unless sooner terminated pursuant to the provisions of this Agreement.

Thereafter, the Agency, at its option and with Contractor’s concurrence, may extend the term of this agreement on a year to year basis [12 months term], up to two (2) additional years on the same terms and conditions as prescribed herein. If Agency desires to exercise its renewal option, Agency shall advise Contractor in writing of its intent to extend the Agreement by no later than the last March 1 of the term then expiring. If Contractor desires, for an extended contract period only (i.e. not during the fifteen-month initial term), to adjust the rates set forth in the then current Schedule of Rates in accordance with the Consumer Price Index (“CPI”), Contractor shall give Agency written notice of such adjustment by April 30th of the term then expiring. The increase shall be by an amount not to exceed the CPI for the previous year. The amount of the increase shall be determined by the increase in the CPI published for March of that year. CPI shall mean the consumer Price Index for All Urban Consumers for the Los Angeles-Riverside-Orange County region published by the United State Department of Labor, Bureau of Labor Statistics.

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

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

ATTACHMENT 4

Page 196 ends

Page 2 of 10 ends

Deficient Performance. The Contractor may be notified verbally or in writing each time performance is unsatisfactory and corrective action is necessary. The Contractor shall complete corrective action within the expected time frames given by Facilities Maintenance Manager. Failure to correct the deficiency within the time specified shall result in the deduction of payment as provided on the Performance Deficiency Notification [Exhibit F]. Failure to comply with conditions, specifications, schedules and directives from the Facilities Maintenance Manager or his designee, will result in a deficiency deduction of Two Hundred Fifty Dollars ($250) per instance or the equivalent to the a la carte pricing chart.

IV. AGENCY REPRESENTATIVE
Agency’s City Manager or their designee shall represent Agency in all matters pertaining to the administration of this Agreement, review and approve all products submitted by Contractor, and may enlarge the Custodial Maintenance Services or change the compensation due to Contractor by up to $50,000 pursuant to San Dimas Municipal Code section 3.28.140. Agency’s City Manager or designee shall be authorized to act on Agency's behalf and to execute all necessary documents in the performance and administration of this agreement.

V. PAYMENT
A. The Agency agrees to pay Contractor monthly, in accordance with the payment rates and terms and the schedule of payment as set forth in [Exhibit B], attached hereto and incorporated herein by this reference as though set forth in full, based upon satisfactory completion of all of the services described in Exhibit A. This amount shall not exceed Two Hundred Thirty-Six Thousand Five Hundred Fifty dollars ($236,550.00) for the fifteen-month initial term of the Agreement unless additional payment is approved as provided in this Agreement. In an extended term beyond the fifteen-month initial term of the Agreement, the monthly amount paid to Contractor shall not exceed $15,770 per month, plus any CPI adjustment allowed pursuant to Section I above.

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

C. Contractor shall submit invoices monthly, which itemize the work performed during the preceding month, for actual services performed. Invoice format shall be determined and agreed upon by Contractor and City. Invoices shall be submitted on or about the first business day of each month, or as soon thereafter as practical, for services provided in the previous month. Payment shall be made

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within thirty (30) days of receipt of each invoice as to all non-disputed fees. If the Agency disputes any of Contractor’s fees, it shall give written notice to Contractor within thirty (30) days of receipt of an invoice of any disputed fees set forth on the invoice. Any final payment under this Agreement shall be made within forty-five (45) days of receipt of an invoice therefore.

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

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

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

B. If the Agency’s Facilities Maintenance Manager determines the Contractor is in default in the performance of any of the terms or conditions of this Agreement, Agency shall cause to be served upon the Contractor a written notice of the default. The Contractor shall have ten (10) days after service of default notice to cure the default as directed by the Agency in the notice of default. In the event the Contractor fails to cure its default within such period of time, the Agency shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement.

VIII. OWNERSHIP OF DOCUMENTS
A. Contractor shall maintain complete and accurate records with respect to sales, costs, expenses, receipts, and other such information required by Agency that

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relate to the performance of services under this Agreement. Contractor shall maintain adequate records of services provided in sufficient detail to permit an evaluation of services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Contractor shall provide free access to the Agency at reasonable times to such books and records; shall give Agency the right to examine and audit said books and records; shall permit Agency to make transcripts or copies therefrom as necessary; and shall allow inspection of all work, data, documents, proceedings, and activities related to this Agreement.

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

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

IX. INDEMNIFICATION AND DEFENSE
A. Indemnification
To the fullest extent permitted by law, Contractor shall indemnify and hold harmless Agency and any and all of its officials, employees, agents, and/or volunteers (“Indemnified Parties”) from and against any and all losses, liabilities, damages, costs, and expenses, including attorney’s fees and costs, caused in whole or in part by the negligent or wrongful act, error or omission of Contractor, its officers, agents, employees or subcontractors (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 Agency shall not extend to the Agency’s sole or active negligence or willful misconduct.

B. Duty to defend
In the event the Indemnified Parties, individually or collectively, are made a party to any action, lawsuit, or other adversarial proceeding arising from the performance of the services encompassed by this Agreement, and upon demand by Agency, Contractor shall defend the Indemnified Parties at Contractor’s cost

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or at Agency’s option, to reimburse Agency for its costs of defense, including reasonable attorney’s fees and costs incurred in the defense of such matters to the extent the matters arise from, relate to or are caused by Contractor’s negligent acts, errors or omissions. Payment by Agency is not a condition precedent to enforcement of this provision. In the event of any dispute between Contractor and Agency, as to whether liability arises from the sole or active negligence or willful misconduct of the Agency or its officers, employees, or agents, Contractor will be obligated to pay for Agency’s defense until such time as a final judgment has been entered adjudicating the Indemnified Parties as solely or actively negligent or to have acted with willful misconduct. 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.

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

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

Contractor shall not incur or have the power to incur any debt, obligation, or liability whatever against Agency, or bind Agency in any manner.

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

XII. LEGAL RESPONSIBILITIES
The Contractor shall keep itself informed of local, state, and federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of its service pursuant to this Agreement. The Contractor shall at all times observe and comply with all such laws and regulations. The Agency, and its

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officers and employees, shall not be liable at law or in equity occasioned by failure of the Contractor to comply with this section.

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

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

XV. RELEASE OF INFORMATION/CONFLICTS OF INTEREST
A. All information gained by Contractor in performance of this Agreement shall be considered confidential and shall not be released by Contractor without Agency's prior written authorization. Contractor, its officers, employees, agents, or subcontractors, shall not without written authorization from the Agency’s City Manager or their designee unless requested by the Agency, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories, or other information concerning the work performed under this Agreement or relating to any project or property located within the Agency.

Response to a subpoena or court order shall not be considered "voluntary" provided Contractor gives Agency notice of such court order or subpoena.

B. Contractor shall promptly notify Agency should Contractor, its officers, employees, agents, or subcontractors be served with any summons, complaint, subpoena, notice of deposition, request for documents, interrogatories, request for admissions, or other discovery request (“Discovery”), court order, or subpoena from any person or party regarding this Agreement and the work performed thereunder or with respect to any project or property located within the Agency, unless the Agency is a party to any lawsuit, arbitration, or administrative proceeding connected to such Discovery, or unless Contractor is prohibited by law from informing the Agency of such Discovery. Agency retains the right, but has no obligation, to represent Contractor and/or be present at any deposition,

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hearing, or similar proceeding as allowed by law. Unless Agency is a party to the lawsuit, arbitration, or administrative proceeding and is adverse to Contractor in such proceeding, Contractor agrees to cooperate fully with Agency and to provide the opportunity to review any response to Discovery requests provided by Contractor. However, Agency's right to review any such response does not imply or mean the right by Agency to control, direct, or rewrite said response.

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

To AGENCY: City of San Dimas
Department of Parks and Recreation
245 E. Bonita Ave
San Dimas, CA 91773
Attention: Daniel Ford, Facilities
To CONTRACTOR: Guaranteed Janitorial Service, Inc.
13039 Eleventh Street
Chino, CA 91710
Attention: Jazmin Alvarez, Administrator
XVII. ASSIGNMENT
A. Contractor shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of the Agency. Due to the nature of the services to be rendered pursuant to this Agreement, only Contractor shall perform the services described in this Agreement.

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

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

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

XX. ENTIRE AGREEMENT
This Agreement contains the entire understanding between the parties relating to the obligations of the parties described in this Agreement. All prior or contemporaneous agreements, understandings, representations, and statements, oral or written and pertaining to the subject of this Agreement or with respect to the terms and conditions of this Agreement, are merged into this Agreement and shall be of no further force or effect. Each party is entering into this Agreement based solely upon the representations set forth herein and upon each party's own independent investigation of any and all facts such party deems material.

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

XXII. CONTENTS OF REQUEST FOR PROPOSAL AND PROPOSAL
Contractor is bound by the contents of Agency's Request for Proposal, [Exhibit D], hereto and incorporated herein by this reference, and the contents of the proposal submitted by the Contractor, [Exhibit E] hereto. In the event of conflict, the requirements of Agency's Request for Proposal and this Agreement shall take precedence over those contained in the Contractor’s proposal. In the event of a conflict between the Agency’s Request for Proposal and this Agreement, the language of this Agreement shall take precedence. The incorporation of the Contractor’s proposal shall be for the scope of services to be provided only, and any other terms and conditions included in such proposal shall have no force and effect on this Agreement or the relationship between Contractor and/or Agency, unless expressly agreed to in writing.

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XXIII. AUTHORITY TO EXECUTE THIS AGREEMENT
The person or persons executing this Agreement on behalf of Contractor warrants and represents that they have the authority to execute this Agreement on behalf of the Contractor and have the authority to bind Contractor to the performance of its obligations hereunder.

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

Guaranteed Janitorial Service, Inc.

By:
(Signature)
(Typed Name)
(Title)
City of San Dimas
A Municipal Corporation
Chris Constantin, City Manager
ATTEST:

City Clerk
APPROVED AS TO FORM:

City Attorney
By:

Digitally signed by Jazmin Alvarez
Date: 2023.05.02 15:45:36 -07'00' Jeff Malawy (May 3, 2023 17:01 PDT) Jeff Malawy Jazmin Alvarez Administrator Chris Constantin (May 11, 2023 02:36 PDT) Chris Constantin

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Attachments: Exhibit A Scope of Work
Exhibit B Payment Schedule
Exhibit C Insurance Requirements
Exhibit D Request for Proposal
Exhibit E Contractor’s Proposal
Exhibit F Deficiency Notification

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EXHIBIT A

SCOPE OF WORK
I. Description of Services.

A. Services. Contractor shall provide custodial services as described herein, in Contractor’s Proposal, and in the Agency’s Request for Proposal. The services shall consist of furnishing all labor, materials, supplies and equipment to perform facilities custodial services for the Agency at the locations specified below at Section IV of this Exhibit A, in accordance with the specifications and conditions specified in the Request for Proposal issued by the Agency.

B. Supplies. Contractor shall furnish all necessary cleaning supplies and equipment to perform services pursuant to this Agreement, including but not limited to carts, containers, baskets, vacuum cleaners, mops, brushes, etc. with specific brands may be indicated. Contractor shall maintain Agency’s janitor closet and equipment in a safe and clean condition. The Agency shall furnish maintenance products, cleaning powders and products, detergents, disinfectants, polishes, all paper products such as toilet paper, hand towels, seat protectors, soap products, enzyme solution and trash liners necessary for the public to utilize the facilities in a proper manner. The Contractor will provide two separate supply lists of needed Agency-provided supplies for the custodial closet inventory, one for Civic Buildings and one for Park Restrooms, to the assigned Agency representative(s).

C. Contractor’s Employees. Only authorized employees of Contractor may perform any services pursuant to this Agreement. In the event of the absence of an employee, for any reason, only an authorized employee of Contractor may act as a substitute. All paperwork, documents, magnetic media, and any other media at Agency offices are considered to be confidential and privileged. Contractor’s employees are not authorized to read or make use of any paperwork on or in any desks or offices.

All Contractor’s employees must be at least eighteen (18) years of age and thoroughly trained and qualified in the work assigned to them. All employees must be able to follow directions and speak and understand English.

All employees of Contractor shall successfully complete a background check and the Agency shall receive confirmation from Contractor that the employee has not been convicted of any crime that is reasonably related to the performance of the position in which they are employed.

Contractor’s employees must also be physically capable of the duties assigned to them, including lifting/moving heavy items, climbing ladders, etc.

All Contractor’s personnel will adhere to a work schedule, to be agreed upon by Agency and Contractor, for security reasons i.e. exact hours and exact number of personnel in any one building at any given time. Contractor’s employees shall wear identification badges and company uniforms.

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D. Supervision. The Contractor shall perform management and technical supervision of its employees required to complete the work according to the specifications provided by the Agency. Employee(s) assigned to supervise the work shall be readily available, responsive to the Agency’s representative(s) and capable of speaking and understanding the English language and have the authority to make decisions related to the management of the activities performed by Contractor’s employees.

A supervisor of Contractor shall inspect work performed pursuant to this Agreement on at least a weekly basis and report to Facilities Maintenance Manager. Contractor shall meet on a weekly basis with a Agency representative. The Agency may require Contractor, or the local authorized representative, to accompany Agency staff during inspections, if the Agency is not satisfied with the Contractor’s work. The Contractor or the local authorized representative is expected to be capable of understanding the deficiencies and authorized to take remedial action.

E. Review And Acceptance By Agency. All work is subject to review and acceptance by Agency and must be remedied by Contractor without additional charge to Agency until found satisfactory and accepted by Agency.

II. Extra Services.

A. Extra work, if any, must be authorized in advance by the Agency and shall be shown as a separate item on the invoice submitted to the Agency. The invoice for extra work shall show the name of the project or special event, including the name and location of the facility and the event. The invoice shall include any supplies used with their unit price and total cost, the amount of time required to do the job and the cost for labor.

Pricing for extra work shall be consistent with the pricing schedule set forth in Exhibit B, Section II.

B. Extra work may be of two types: the pre-scheduled annual events described below in paragraph C, and unscheduled special needs as described in paragraph D.

C. Some custodial work may be required outside of normal working hours and at sites other than normally assigned Agency facilities. During these events, restrooms shall be monitored during and cleaned after special events listed above, and any other nonscheduled special events as requested by the Agency. Contractor’s staff is required to report to the Agency representative at the beginning and end of shift. The prescheduled work may include up to six special events (no more than 8 hours per event) included but not limited to the list below:

1. Family Festival – 1st Saturday in April. The Family Festival event will require a minimum of 1 custodian, both male and female, typically between the hours of 10AM to 1PM, primarily for trash and litter removal and portable restroom servicing.

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2. City Birthday – This event is held in August each year, requiring a minimum of 2 custodians per shift (one male and one female), typically between the hours of 11AM to 10PM primarily for trash and litter removal and restroom cleaning.

3. Halloween Spooktacular – This event is held in October each year requiring one custodian, usually from 5PM to 10PM, primarily for trash and litter removal and restroom cleaning.

4. Holiday Extravaganza – This event is held the first weekend in December, usually from 1PM to 10PM, primarily for trash and litter removal and restroom cleaning.

D. There may be requirements for additional custodial services above and beyond the routine daily service levels, although it is not anticipated this will be requested very often.

E. The Agency reserves the right to order any, all, or none of the work as described in this section II.

III. Requirements Prior to Commencement. Prior to commencement of services pursuant to this Agreement, Contractor shall provide the Agency with the following:

1. Complete work schedule for monthly, quarterly, semi-annual and annual services for all facilities.

2. Schedule of all the Contractor’s employees and the buildings to which they are assigned, along with the labor-hours to perform the required work at each.

3. Copies of the current Material Safety Data Sheets (MSDS) for all chemicals that will be used in the performance of the contract.

4. Background clearance of all Contractor’s personnel assigned to perform work at the Agency under the contract.

5. Identification badges for Contractor’s staff.

IV. Location and Frequency of Services. Services shall be performed by Contractor in accordance to the following frequency schedule:

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Frequency  D-Daily W-Weekly M-Monthly Q-Quarterly BABiAnnual Location  City
Hall
Marchan
t SDRC CB SCCC Ladera
Serra
Martin
House
Walker
House
Days  Mon
-Fri
MonFriMon
-Sat
Mon
-Sun
MonSunMon
-Sun
M W
F
M
Th
Work schedule for service
provided
11pm5am11pm5am11pm5am2am6am
M-F 10am3pm &
Mon-Sun
2am-6am
2am6am11pm
-5am
11pm
-5am

GENERAL CLEANING
Clean lobby entrance
door(s), lobby counters
glass

D D D D D D D
Empty trash and recycling
containers, replace liners as
needed, clean outside of
containers, empty compost
& dispose into compost
cans

D D D D D D D D
Dust desks, office furniture,
cabinets. Wipe clean spots.

D D D D D D D
Vacuum all carpeted areas
and spot clean spills

D D D D D D
Vacuum all floor mats D D D D D D D
Spot clean interior partition
glass

D D D D D D
Clean, sanitize, and polish
drinking fountains

D D D D D D
Clean spots on carpeted
areas

D D D D D D
Dust mop and damp mop
tiled floors

D D D D D D D
Pick up trash and debris D D D D D D D
Turn off lights and secure
building

D D D D D D D
Maintain Janitor closets D D D D D D D
Dust window sills and other
horizontal surfaces

M M M M M M M M
Check and clean all kick
plates

M M M M M M M
Check and remove cobwebs
including high areas

M M M M M M M M
Clean hard to reach areas of
all bookcases, cabinets,

M M M M M M M

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light, fixtures, shelves, etc.

Wipe down furniture M M M M M M M
Wipe all doors, clean door
jams

M M M M M M M
Remove marks from doors
and light switches

M M M M M M M
Light dust window blinds M M M M M
Clean baseboards M M M M M M M
Clean air vents (Vacuum) Q Q Q Q Q Q Q
Clean all windows interior
and exterior

M M M M M M M
Strip and wax all VCT
floors
BA M Q BA(Art
Room,
Kitchennette)
Q
Monthly buff/polish VCT
floors
M M M M(Art
Room,
Kitchennette)
M
Machine Scrub all tiled
floor surfaces

M M M M M
(MPR)
M
Pressure wash entry
ways/patio

Q Q Q Q Q Q
Vacuum all upholstered
chairs & wipe clean all hard
surfaces

Q Q Q Q Q Q Q
Clean carpets and interior
floor mats (Hot water
extraction)

Q Q Q Q Q Q
AFTER EVENTS: Remove
& replace furniture, clean &
reset room, auto scrub floors
D D W
(FriSun)

LUNCHROOMS & KITCHEN CLEANING
Damp wipe chairs and
tables
D D
(Studen
t
Union)
D D D
Sanitize, clean countertops,
sinks, garbage disposals and
water faucets, polish
stainless & chrome

D D D D D D
Replace/refill paper towels
and soap dispensers

D D D D D D
Remove calcium deposits
on and around faucets and
drains

D W D D D W
Clean spots on cabinet
doors (exterior only)

D D D D D D D

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Clean microwave ovens
interior and exterior

D D D D
Wipe clean the exterior of
ovens & stove tops
D D D
Clean appliances surfaces W W W
Wipe outside of cabinet
doors

M M M M
Clean refrigerator interior
surfaces

M M M M M
Clean refrigerator exterior
air-vent grates

M M M M M
Deep clean interior and
exterior of ovens & stoves
M M M

RESTROOMS CLEANING
Quarterly deep clean, scrub
grouts & tile surfaces

Q Q Q Q Q Q Q Q
Clean mirrors D D D D D D D D
Clean and sanitize toilet
seats, bowls and urinals

D D D D D D D D
Spray enzyme solution
around urinals

D D D D D D D
Replace/refill paper towel,
toilet paper, seat cover and
soap dispensers

D D D D D D D D
Clean spots on walls,
partitions and backsplashes

D D D D D D D D
Clean and sanitize counters,
sinks and faucets

D D D D D D D D
Empty sanitary napkin
receptacles

D D D D D D
Dry mop or sweep to
remove hairs and debris

D D D D D D D D
Damp mop floors D D D D D D D D
Clean light switches and
wall around light switches

M M M M M M M M
Clean toilets in detail
(bottom and behind)

M M M M M M M M
Polish, remove calcium
deposits on and around
faucets, drains & valves

M M M M M M M M
Install urinal screens in all
urinals

M M M M M M

SPECIFIC LOCATION
CLEANING - Walker
House

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Vacuum all carpet areas,
stairs, elevator & floor mats;
spot clean carpets
D
Dust/Clean window sills,
stairs, banisters, baseboards,
casings and doors
D
Check & remove cobwebs
including high areas
D
Clean tables in conference
room
D
Empty trash and replace
trash liners
D
Clean small kitchenette
(sink, counter and fixtures)
D
Dust elevator walls and
ceiling
D
Detail dust and clean light
fixtures
M
Maintain janitor closet D
Turn off all lights and
secure each area of the
building
D

SPECIFIC LOCATION

CLEANING - SDRC
(Recreation Center)
Clean front Reception
windows
D
Clean and disinfect sauna
rooms
D
Clean all mirrors in the
Aerobics room and in the
Weight room
W
Sweep and wet mop
disinfect Spa room floor
D
Remove floor mats, clean
tile & grout & floor mats,
women's & men's showers,
floors & walls, steam room
(monthly)
M

SPECIFIC LOCATION
DAY PORTER – SCCC
(Senior Center)
Mon-Fri
10am2pm
Service restrooms, reset
rooms, general
housekeeping
D

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Details and Frequency for Park Restrooms

PARK RESTROOMS CLEANING
Mon-Sun
Horsethief, SPLEX, Lone Hill, Marchant 
Pioneer, Via Verde 
11pm-6am
Sunset-6am
Clean and sanitize toilet seats, bowls and urinals Clean sinks (and space under sinks), urinals and toilets
completely, then with disinfectant solution
D
Spray enzyme solution around urinals D
Replace/refill paper towel, toilet paper, soap dispensers D Clean spots on walls, partitions and backsplashes D
Clean and sanitize counters, sinks & faucets; polish
chrome & stainless
D
Empty sanitary napkin receptacles D
Dry mop or sweep to remove hairs and debris D
Damp mop floors D
Clean interior and exterior light lenses W
Clean toilets in detail (bottom and behind) M
Polish, remove calcium deposits on & around faucets &
drains
M
Police immediate area outside of restroom for litter D
Wash interior walls & floors M
Pressure wash entrances & surrounding area M
Open restrooms on weekends & holidays between 6am7am (except Thanksgiving Day & Christmas)W The Contractor shall provide the Agency with an annual schedule for each building’s non-daily services. The term daily refers to all days that the Contractor is required to clean.

For informational purposes, the following provides the location of various Agency facilities:

Facility: Address:

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PARK RESTROOMS (1 restroom facility in each location)
Pioneer Park 225 S Cataract Ave
Lone Hill Park 500 N Shellman Ave
Via Verde Park 1010 Puente St
Marchant Park 425 Juanita Ave
Horsethief Canyon Park 301 Horsethief Canyon Rd
SportSplex 763 Cypress Ave

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EXHIBIT B

PAYMENT SCHEDULE
I. Payment Schedule For Initial Term. The fifteen month initial term shall be in the amount not to exceed $236,550.00, inclusive of all labor, equipment, and materials necessary to complete the work, unless otherwise approved by the Agency, payable monthly as follows:

April 2023 $15,770
May 2023 $15,770
June 2023 $15,770
July 2023 $15,770
August 2023 $15,770
September 2023 $15,770
October 2023 $15,770
November 2023 $15,770
December 2023 $15,770
January 2024 $15,770
February 2024 $15,770
March 2024 $15,770
April 2024 $15,770
May 2024 $15,770
June 2024 $15,770
-------------
TOTAL $236,550

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II. Extra work/ “a la carte” services. Pricing for extra work not included in the scope of services for this Agreement shall be as follows:

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EXHIBIT C

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

General liability insurance. 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.

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 limit for each accident.

Professional liability (errors & omissions) insurance. 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 must be before the effective date of this agreement and Contractor agrees to maintain continuous coverage through a period no less than three years after completion of the services required by this agreement.

Workers’ compensation insurance. 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 Agency, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of Agency, its officers, agents, employees, and volunteers.

Umbrella or excess liability insurance. Contractor shall obtain and maintain an umbrella liability insurance policy with limits that will provide bodily injury, personal injury, and property damage liability coverage, including commercial general liability, automobile liability, and employer’s liability. Such policy or policies shall include the following terms and conditions:

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• A drop-down feature requiring the policy to respond if any primary insurance that would otherwise have applied proves to be uncollectible in whole or in part for any reason, other than bankruptcy or insolvency of said primary insurer; • “Pay on behalf of” wording as opposed to “reimbursement”; • Concurrency of effective dates with primary policies.

Should Contractor obtain and maintain an excess liability policy, such policy shall be excess over commercial general liability, automobile liability, and employer’s liability policies. Such policy or policies shall include wording that the excess liability policy follows the terms and conditions of the underlying policies.

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

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

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

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

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

Acceptable insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an

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assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the Agency’s Risk Manager.

Waiver of subrogation. All insurance coverage maintained or procured pursuant to this agreement shall be endorsed to waive subrogation against Agency, its elected or appointed officers, agents, officials, employees, and volunteers or shall specifically allow Contractor or others providing insurance evidence in compliance with these specifications to waive their right of recovery prior to a loss. Contractor hereby waives its own right of recovery against Agency and shall require similar written express waivers and insurance clauses from each of its subcontractors.

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

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

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

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

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

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

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

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

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

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

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

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

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EXHIBIT F

PERFORMANCE DEFICIENCY NOTIFICATION
Notification to:

Date: Time: Method:

The following performance deficiencies have been observed and require immediate attention to correct.

Location:

Value of Deduction: $
City Representative to check deficient items and comment (if applicable) below.

ϒ 1. Performance deficiency up to $250 per occurrence.

ϒ 2. Failure to comply with minimum City-defined manpower requirements $250 per occurrence.

ϒ 3. Failure to provide adequate equipment $250 per occurrence.

ϒ 4. Failure to protect Public Health and/or correct safety concerns $250 per occurrence.

ϒ 5. Failure to respond within 15 minutes to after-hours emergency call/text or respond in the field within 1 hour to an after-hours emergency $250 per occurrence.

ϒ 6. Failure to respond during working hours to a call/text within 15 minutes $250 per occurrence.

ϒ 7. Failure to clean facilities in an approved, professional manner $250 per occurrence.

ϒ 8. Failure to address cleanliness and concerns within 24 hours $250 per occurrence.

ϒ 9. Failure to show when scheduled $250 per occurrence.

ϒ 10. Failure to adhere to dress code $250 per occurrence.

Comments:

Please initiate the necessary corrective actions and notify the City Representative when complete for re-inspection.

Facilities Maintenance Division Inspector Facilities Maintenance Division Manager

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May-03-2023 23:42:29: Custodial Services
Agreement 04.2023 5-2-23.pdf
Final Audit Report 2023-05-11
Created: 2023-05-03
By: Consuelo Arellano ([email protected])
Status: Signed
Transaction ID: CBJCHBCAABAA_qr2LGqFGG820fvVtZ_LnFMQdnMED0oM "May-03-2023 23:42:29: Custodial Services Agreement 04.2023 5-2-23.pdf" History
Document digitally presigned by Jazmin Alvarez ([email protected]) 2023-05-02 - 10:45:36 PM GMT
Document created by Consuelo Arellano ([email protected]) 2023-05-03 - 11:44:31 PM GMT
Document emailed to [email protected] for signature 2023-05-03 - 11:47:19 PM GMT
Email viewed by [email protected]
2023-05-03 - 11:47:53 PM GMT
Signer [email protected] entered name at signing as Jeff Malawy 2023-05-04 - 0:01:19 AM GMT
Document e-signed by Jeff Malawy ([email protected]) Signature Date: 2023-05-04 - 0:01:21 AM GMT - Time Source: server Document emailed to Chris Constantin ([email protected]) for signature 2023-05-04 - 0:01:22 AM GMT
Email viewed by Chris Constantin ([email protected]) 2023-05-11 - 9:28:21 AM GMT
Document e-signed by Chris Constantin ([email protected]) Signature Date: 2023-05-11 - 9:36:52 AM GMT - Time Source: server Document emailed to Debra Black ([email protected]) for signature 2023-05-11 - 9:36:55 AM GMT

Page 223 ends

Email viewed by Debra Black ([email protected])
2023-05-11 - 6:23:22 PM GMT
Document e-signed by Debra Black ([email protected]) Signature Date: 2023-05-11 - 6:23:42 PM GMT - Time Source: server Agreement completed.
2023-05-11 - 6:23:42 PM GMT

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Agenda Item Staff Report
To: Honorable Mayor and Members of City Council
For the Meeting of July 28, 2026
From: Brad McKinney, City Manager
Prepared by: Steven Barragan, Engineering Manager
Subject: Adopt Resolution 2026-47 Approving Final Tract Map 84582 and Approving and Authorizing the City Manager to Execute the Subdivision Agreement for Property Located at 901 W. Covina Blvd (APN: 8385-006-027) ____________________________________________________________________________

SUMMARY
The applicant for the development at 901 W. Covina Boulevard is requesting approval of Final Tract Map 84582 and the associated Subdivision Agreement. Resolution 2026-47 directs the City Engineer to endorse the Final Map only after all required fees have been paid. As of the date of this report, the required Quimby fees, in the amount of $174,863.85, have not been paid by the developer. Accordingly, if the Final Map is approved by the City Council, it will be held by the City and will not be endorsed for recording until all outstanding fees have been paid.

RECOMMENDATION
Staff recommends that the City Council:
• Adopt Resolution 2026-47 approving Final Tract Map No. 84582. Per Resolution 2026- 47, Staff is directed to withhold endorsement of the Map until all fees have been paid. • Approve and Authorize the City Manager to execute the subdivision agreement for Tract Map No. 84582 for Property Located at 901 W Covina Blvd (APN: 8385-006-027) in a form approved by the City Attorney.

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

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

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Adopt Resolution 2026-48 Approving Final Tract Map 84582 Page 2 For the Meeting of July 28, 2026

BACKGROUND
The approved Tentative Map consists of one (1) existing parcel at 901 West Covina Boulevard (APN: 8385-006-027), with a total area of approximately 3.24 acres, located within the Single-Family 8,000 Zone. The Tentative Map subdivides the property into nineteen (19) residential parcels to be developed with a total of 37 detached two-story single-family residences which include seven (7) affordable housing units in compliance with Density Bonus Law.

The Tentative Tract Map was reviewed and approved by Resolution 2025-55 at the October 28, 2025, City Council Meeting.

DISCUSSION/ANALYSIS
The applicant has deposited security for the performance of Subdivision Agreement of Tract 73584 as required by Government Code §66499 et seq and shall pay all applicable fees prior to recordation of the map. Security is in the form approved by the City Engineer, Public Works Director, and City Attorney and are in the following amounts:
a. Faithful Performance Bond - $557,916.87 to guarantee construction and installation of public improvements
b. Labor and Material Bond – $557,916.87 to guarantee payment to Subdivider’s contractor, subcontractors, and to persons furnishing labor or equipment for the construction or installation of public improvements.
c. Survey Monument Bond – $3,379.00 to guarantee installation of all subdivision public improvement monuments required by law prior to acceptance of the public improvements by the City, and to guarantee installation of individual property monuments within one year of the City’s acceptance of public improvements as called for on the Final Map.

The applicant shall execute a Subdivision Agreement between Subdivider and the City of San Dimas for the completion of the improvements. The agreement shall be executed to the satisfaction of the City in a form approved by the City Attorney prior to City endorsement of the Final Map.

The Final Map has been reviewed by the City Engineer and complies with all set requirements of the California Subdivision Map Act and City requirements.

Pursuant to City Ordinance No. 795, the City requires anyone who subdivides land to dedicate a portion of such land, pay a fee or do both for the purpose of developing new or rehabilitating existing public park and recreational facilities to serve future residents of the subdivision. These fees and calculation are set forth in Chapter 17.36 of the San Dimas Municipal Code and are based on the appraised market value of the undeveloped property at the time of filing for final approval. According to calculated fees, the Developer owes the City $174,863.85 in Quimby fees before staff will endorse the map and release it for Recordation.

ALTERNATIVES
The Tentative Map was previously approved by the City Council, and the applicant has satisfied its conditions which makes this request a ministerial approval subject to payment of all fees and execution of a Subdivision Agreement along with provision of sufficient bonds.

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Adopt Resolution 2026-48 Approving Final Tract Map 84582 Page 3 For the Meeting of July 28, 2026

ENVIRONMENTAL REVIEW
The proposed project is Categorically Exempt under CEQA guidelines, Title 14, Article 19 Categorical Exemptions, Section 15332. In-Fill Development Projects, Class 32.

The proposed Project qualifies for a Class 32 Exemption because the project meets the following five requirements:
a) The project is consistent with the applicable general plan designation and all applicable general plan policies as well as with applicable zoning designation and regulations. b) The proposed development occurs within city limits on a project site of no more than five acres substantially surrounded by urban uses.
c) The project site has no value as habitat for endangered, rare or threatened species. d) Approval of the project would not result in any significant effects relating to traffic, noise, air quality, or water quality.
e) The site can be adequately served by all required utilities and public services The Applicant retained an environmental consultant to prepare an exemption checklist to fully analyze the project in relation to these criteria. The CEQA Exemption Checklist prepared for the project was included as part of the approval of the Tentative Map at the October 28, 2025, City Council meeting. The prepared document further explained how the project qualifies as an infill exemption using relevant technical studies to inform discussion. Based upon the analysis in the attached checklist, the proposed project will not have any potentially significant effect on the environment and is eligible for exemption from CEQA.

Respectfully submitted,
Steven Barragan
Engineering Manager
Attachments:

1. Resolution 2026-48

2. Resolution 2024-55

3. Tract Map No. 84582

4. Subdivision Agreement

5. Levine Act Disclosure Form TR 84582

Page 227 ends

ATTACHMENT 1
RESOLUTION 2026-47

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN DIMAS, COUNTY OF LOS ANGELES, APPROVING THE FINAL MAP FOR TRACT MAP NO. 84582 (TTM 24-05) AND APPROVING AND AUTHORIZING THE CITY MANAGER TO EXECUTE

THE SUBDIVISION AGREEMENT
WHEREAS, the Subdivider of Tract Map No. 84582, a request to subdivide one existing parcel with a total area of 3.24 acres into 19 residential parcels at 901 West Covina Boulevard (APN 8385-006-027)
WHEREAS, the City of San Dimas City Council approved Tentative Tract Map 24-05 for Tract Map No. 84582 under Resolution 2025-55 at the October 28, 2025 meeting.

WHEREAS, pursuant to California law and City ordinances, regulation and conditions, Subdivider has presented a final subdivision map for Tract Map No 84582 to the City of San Dimas for approval and recordation; and
WHEREAS, City staff has reviewed the Final Map for Tract 84582 (TTM 24-05) and finds it technically correct and that all applicable Final Map conditions of approval have been satisfied; and
WHEREAS, in consideration of its Final Map approval, Subdivider desires to enter into a secured Agreement to install and complete, at its sole expense, all public improvement work (“Improvements”) required of the subdivision by the City; and WHEREAS, the City Council desires to approve the Final Map subject to the filing of necessary improvement security for off-site improvements as required by the San Dimas Subdivision Ordinance and certain conditions set forth herein.

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

SECTION 1. That Final Tract Map No. 84582, as submitted by the Subdivider, is hereby accepted and approved by the City.

SECTION 2. That the proper officials of the City of San Dimas are instructed to endorse acceptance by the City of the Final Map, subject to the fulfillment of the following requirements and conditions:

1. At its sole expense, Subdivider shall construct all improvements according to the conditions of the approved Tentative Tract Map and the approved improvement plans, standards and specifications on file with the Public Works Department/City Engineer.

Subdivider shall, at Subdivider’s expense, obtain all necessary permits and licenses for the construction and installation of the Improvements, give all necessary notices and pay all fees in accordance with adopted City fee schedules, and pay all taxes required by law.

Prior to City Council approval of the Final Map, the Subdivider has deposited security

Page 228 ends

Resolution 2026-47 Page 2
Final Tract Map No. 84582
July 28, 2026
for the performance of this Subdivision Agreement as required by Government Code §66499 et seq and paid applicable fees. Security is in the form approved by the City Engineer, Public Works Director, and City Attorney and are of the following amounts:
a. Faithful Performance Bond - $557,916.87 to guarantee construction and installation of public improvements
b. Labor and Material Bond – $557,916.87 to guarantee payment to Subdivider’s contractor, subcontractors, and to persons furnishing labor or equipment for the construction or installation of public improvements.
c. Survey Monument Bond – $3,379.00 to guarantee installation of all subdivision public improvement monuments required by law prior to acceptance of the public improvements by the City, and to guarantee installation of individual property monuments within one year of the City’s acceptance of public improvements as called for on the Final Map.

2. Subdivider shall execute Subdivision Agreement between Subdivider and the City of San Dimas. Agreement shall be executed to the satisfaction of the City in a form approved by the City Attorney.

3. Subdivider shall provide dedication as provided on the Final Map SECTION 3. Subdivider shall be required to pay fees for the purpose of developing new or rehabilitating existing park and recreational facilities to serve future residents of the subdivision depicted in the Final Map in accordance with Chapter 17.36 of the San Dimas Municipal Code (commonly referred to as Quimby fees).

SECTION 4. The City shall accept the dedications as provided on the Final Map subject to completion of the improvements to the City’s satisfaction.

SECTION 5. The Mayor shall sign this Resolution and the City Clerk shall attest and certify to the passage and adoption thereof.

PASSED, APPROVED AND ADOPTED this 28th day of July, 2026. ____________________________________
Emmett G. Badar, Mayor
ATTEST:
_______________________________
Debra Black, City Clerk

Page 229 ends

Resolution 2026-47 Page 3
Final Tract Map No. 84582
July 28, 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 2026-47 was duly adopted and passed at a regular meeting of the San Dimas City Council on the 28th, day of July, 2026 by the following vote:

AYES:

NOES:

ABSENT:

ABSTAIN:

Debra Black, City Clerk

Page 230 ends

WHEREAS, an application was duly filed for Tentative Tract Map 24- 05 ( TTM 84582), Development Plan Review 24- 14, Tree Permit 24-28 by:

Timothy Sales of RC Homes, Inc. on behalf of Hagen- Renaker, Inc. 550 N. Larchmont Blvd. Suite 201
Los Angeles, CA 90004
A request to subdivide a 3. 24 acre property into sixteen ( 16) numbered lots and three ( 3) letter lots to be developed with 37 detached two- story single- family residences, which include seven ( 7) affordable housing units in compliance with Density Bonus Law, and the demolition of two residences, garage, barn, and the associated removal of 40 mature trees located at 901 W.

Covina Blvd. within the Single -Family 8000 zone. ( APN: 8385- 006- 027); and WHEREAS, the residential development Project applies to the following described re property: i
11 11 11 111 111 11111
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I 112! 1111111111 11 . . . . . .................. A III , 0 WHEREAS, the Applicant has filed an application pursuant to Density Bonus law to construct an additional 17 units, exceeding the max density of 20 units, in exchange for the development of five ( 5) low- income and two ( 2) moderate -income units, and various waivers of development standards that would preclude development of the project as proposed along with three (3) development incentives to reduce project costs.

WHEREAS, the Development Plan Review Board, at a regularly held and noticed meeting on April 24, 2025, heard evidence and recommended approval of Development Plan Review No. 24- 14 and Tree Permit No. 24-28 to the Planning Commission; and ATTACHMENT 2

Page 231 ends

Resolution 2025- 55 Page 2
Tentative Tract Map 24-05 ( TTIVI 84582), DPRB 24- 14, Tree Removal Permit 24-28 October 28, 2025
WHEREAS, the Tentative Tract Map 24- 05 ( 84582) was submitted to all appropriate agencies as required under Section 17. 12. 030 of the San Dimas Municipal Code with a request for their report and recommendations; and
WHEREAS, the Planning Commission has received the report and recommendation of such agencies as have submitted information including the written report and recommendation of Staff; and
WHEREAS, the Planning Commission, at a regularly scheduled and noticed public meeting on July 17, 2025, heard evidence and adopted Resolution PC- 1697, recommending approval to the City Council of Tentative Tract Map 24- 05, Development Plan Review No. 24- 14 and Tree Permit No. 24-28; and
WHEREAS, notice was duly given of the City Council public hearing on the matter and that public hearing was held on October 28, 2025 at the hour of 7: 00 p. m., with all testimony received being made a part of the public record; and
WHEREAS, all requirements of the California Environmental Quality Act for the consideration of whether the project will have a significant effect on the environment. The project is hereby determined to be Categorically Exempt per Section 15332 Class 32, In -Fill Development Projects, of the State CEQA Guidelines.

NOW, THEREFORE, in consideration of the evidence received at the hearing, and for th reasons discussed by the City Council at the hearing, and subject to the Conditions of Approv ittached as " Exhibit A", the City Council now finds as follows:

Tentative Tract Map Findings:

A. That se the proposed tract map is consistent with the General Plan and the applicable Land 11se.

Zone.

The proposed Tentative Tract Map No. 84582 is consistent with the City of San Dimas General Plan Land Use Designation of Single Family Low, which is intended to provide for single family detached units. The proposed Project will have a density of 11. 4 units per acre and consist of 37 detached two- story single- family residences. The project exceeds the allowable density of six dwelling units per acre; however, it is consistent with the allowable density allowed based upon the State Density Bonus Law.
11; p III
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I•
i 11 1 all, 1,• fl::! 13 !!! l I 11 3 low
Land Use Element Goal L- 4: Plan and create an urban form that efficiently utilizes urban infrastructure and services. Plan for orderly growth rather than " leap frog" development Objective 4. 1: Promote future land use and development patterns which reduce costs of infrastructure construction, encourages transit to make better use of existing facilities, and achieve a good match between future growth and phasing of existing facilities or expansion of new ones.

Page 232 ends

Resolution 2025-55 Page 3
Tentative Tract Map 24-05 ( TTM 84582), DPRB 24- 14, Tree Removal Permit 24-28 October 28, 2025
Objective 4. 2: Consider each development proposal in a larger development context Understand how each development contributes to city-wide impacts and contributes to certain capacity thresholds for circulation, community services and utilities.

Housing Element Goal 2: Provide adequate housing sites to accommodate the Regional Housing Needs Assessment
Policy 2. 1 Adequate Sites: Provide opportunities for new housing that responds to community needs in terms of housing type, cost, and location by providing appropriate zoning and development standards.

Policy 2. 3 Design Quality: Continue to encourage housing designs, site planning, landscaping, and architectural features consistent with the General Plan, design standards, and community context.

B. That the design or improvement of the proposed subdivision is consistent with the Gener Plan and the applicable Land Use Zone. i
The design of the proposed residences have been reviewed and approval recommended by the Development Plan Review Board and will uphold the high design standards found throughout San Dimas as well as fit into the architectural themes found in the community. The proposed Tentative Tract Map is located within a permitted residential use area with infrastructure and utilities readily available to serve the future development. In addition, the proposed Tentative Tract Map will be compatible with the uses that surround the Project site.

The proposed 37 detached two- story single- family residences will help San Dimas meet its Regional Housing Needs Assessment ( RHNA) goals and will give both San Dimas residents I'nd prospective residences with additional housing opportunities.

IN
WM-SoM Vdii PIZ 1n 11I 1111I 111 I
The project site is physically suitable for the proposed developments. The approximately 3. 24- acre site is adequate in size for the proposed 37 detached two- story single- family residences.

All on -site and off -site improvements proposed as part of the project' s design will meet all City standards with the approval of a Density Bonus Agreement and will provide a safe environment for future residents after development. The site can adequately accommodate the proposed private driveway, adequate vehicular and emergency vehicle access, and the additional private fire hydrant as required by the Los Angeles County Fire Department. io mm_ 1=001!1111 r1irliiim; q J ! 1, 01 ra r, ; , low0Ur07111 The property is located within the Single Family Low Residential land use designation of the General Plan. The land use designation is intended for the development of projects of up to 6 dwelling units per acre. The project exceeds this density; however, it is consistent with the allowable density allowed based upon the State Density Bonus Law. The proposed subdivision is surrounded by residential uses to the east and west, and non- residential uses to the north and south; therefore, the proposed infill development would be compatible with the existing fabric of the neighborhood and infrastructure can be extended to the Project site to serve the new residences.

Page 233 ends

Resolution 2025- 55 Page 4
Tentative Tract Map 24-05 ( TTM 84582), DPRB 24- 14, Tree Removal Permit 24-28 October 28, 2025
E. That the design of the subdivision or the proposed improvements is not likely to cause substantial environmental damage or substantially and avoidably injure wildlife or their habitat.

The design of the subdivision and proposed improvements will not cause substantial damage or injure fish or wildlife or their habitat. The project is located within an urbanized area and is surrounded by residential development to the east and west, and non- residential development to the north and south. An exemption checklist was prepared to fully analyze the project in relation to CEQA guidelines criteria for an exemption based on Section 15332. Based upon the analysis in the checklist, the proposed project will not have any potentially significant effect on the environment and is eligible for exemption from CEQA. The Project site consists of 37 detached two- story single- family residences with vehicular access from a private driveway off of Covina Boulevard. The development of the residences will not destroy or damage any viable wildlife nor, per the prepared CEQA Exemption Checklist, cause harm to any protected species. As such, it is anticipated that the proposed Project will not cause a substantial environmental injury to wildlife or their habitat.

F. That the design of the subdivision or the type of improvements is not likely to cause seriou public health .• i
The design of the •• or the type of • are not likely to cause serious public health problems. The project is located in an area primarily developed by residential and non- residential uses. The project is designed with improvements that meet all City and State building and fire codes, and no offensive emissions or odors will be associated with thttr residential development. The project will add sidewalks along the southern portion of th, project, creating a safer environment for new and existing residents.

G. That the design of the subdivision or the proposed improvements will not conflict wit easements, acquired by the public at -large, for access through or use of the property withi the proposed subdivision. I
The design of the subdivision or the proposed improvements will not conflict with easements, acquired by the public at large, for access through or use of the property within the proposed subdivision. The Tract Map provides necessary easements for utilities and access, and the applicant/ developer shall be responsible for installing or repairing associated street improvements such as curb, gutter, and sidewalk consistent with the City requirements, if necessary at the time of construction.
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III 111111111
A. The development of the site in accordance with the development plan is suitable for the use or development intended.

The proposed project includes the subdivision of a 3. 24- acre site to be developed with 37 detached two- story single- family residences, which include seven ( 7) affordable units along with the associated removal of 40 mature trees and the demolition of four structures, two of which are identified in the city' s historic resources inventory; a Queen Anne style residence and ancillary barn. The current zoning for the subject site is Single -Family 8, 000. The subject site is adequate in size for the proposed development. In addition, the development will be constructed to comply under the provisions of Density Bonus Law.

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

The proposed development is part of an overall development that included several entitlement applications, which included but not limited to a Tentative Tract Map ( TTM). The TTM was designed to accommodate a private common driveway and adequate vehicular and emergency vehicle access as required by the City Engineer, Public Works Department, and LA County Fire Department. In addition, the homes will be constructed in a manner that will not impact public health, safety, general welfare and will prevent adverse effects on neighboring properties. In particular, the proposed development will comply with the requirements of Density Bonus Law.

C. The development is consistent with all elements of the general plan and is in compliance wit all applicable provisions of the zoning code and other ordinances and regulations of the Citl The proposed development will be in compliance with the General Plan' s Land Use designation of Single Family Low and the Housing Element as follows:

Land Use Element Goal L- 4: Plan and create an urban form that efficiently utilizes urban infrastructure and services. Plan for orderly growth rather than ' leap frog " development Objective 4. 1: Promote future land use and development patterns which reduce costs of infrastructure construction, encourages transit to make better use of existing facilities, and achieve a good match between future growth and phasing of existing facilities or expansion of new ones.

Objective 4.2: Consider each development proposal in a larger development context.

Understand how each development contributes to city-wide impacts and contributes to certain capacity thresholds for circulation, community services and utilities.

Housing Element Goal 2: Provide adequate housing sites to accommodate the Regional Housing Needs Assessment.

Policy 2. 1 Adequate Sites: Provide opportunities for new housing that responds to community needs in terms of housing type, cost, and location by providing appropriate zoning and development standards.

Policy 2. 3 Design Quality: Continue to encourage housing designs, site planning, landscaping,, and architectural features consistent with the General Plan, design standards, and community context
Tree Removal Findings
A. It is reasonable to remove the trees because the continued existence at the location prevents the reasonable development of the subject property.

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The 40 protected trees that are proposed for removal prevent the reasonable development of the property. The majority of the trees are located along the northern half of the property and conflict with the proposed locations for the 37 two- story detached single- family residences.

Therefore, removal of all 40 protected trees is warranted. As required by the City' s Tree Preservation Ordinance, the Applicant will be required to plant a minimum of 80 replacement canopy -type trees that are at minimum 15- gallon in size as part of the approval. The approval will also require some Oak trees to be planted along Covina Boulevard to further mitigate the removal of the mature trees.

NOW, THEREFORE, BE IT FURTHER RESOLVED, PURSUANT TO THE ABOVE FINDINGS, that the City Council of the City of San Dimas grants approval of Tentative Tract Map 24- 05 ( TTM 84582), Development Plan Review Board No. 24- 14, Tree Permit 24- 28, and the associated Density Bonus Agreement, subject to the Applicant' s compliance with Conditions of Approval in Exhibit A.

PASSED, APPROVED and ADOPTED, this 28th day of October, 2025.

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 the foregoing is a full, true and correct copy of Resolution 2025-55. It was duly adopted and passed at a regular meeting of the San Dimas City Council on the 28th, day of October, 2025 by the following vote:

AYES: Badar, Bratakos, Nakano, Weber
NOES: Vienna
ABSENT: None
ABSTAIN: None
4444
Debra Black, City Clerk

Page 236 ends

A request to approve the subdivision, filed under SB 330, of one ( 1) existing parcel into 19 new parcels ( TTM 84582) to be developed with a total of 37 detached two-story single-family residences, which include seven ( 7) affordable housing units in compliance with Density Bonus Law, and the demolition of two residences, garage, barn, and the associated removal of 40 mature trees located at 901 W. Covina Boulevard within the Single -Family 8, 000 Zone ( APN: 8385- 006- 027). Pursuant to Density Bonus Law, a density bonus of 17 units, exceeding the max density of 20 units, will be granted in exchange for the development of five ( 5) low- income and two ( 2) moderate -income units, and various waivers of development standards, that would preclude development of the project as proposed will be granted, along with three ( 3) development incentives to reduce project costs
1 The Applicant/ Developer shall agree to defend at his sole expense any action brought against the City, its agents, officers or employees because of the issuance of such approval, or in the alternative, to relinquish such approval. The Applicant shall reimburse the City, its agents, officers or employees for any Court costs and attorney' s fees which the City, its agents, officers or employees may be required by a court to pay as a result of such action.

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

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

3. Copies of the signed City Council Resolution of Approval No. ***** and the Conditions of Approval shall be included on the plans ( full size). The sheet( s) are for information only to all parties involved in the construction/ grading activities and are not required to be wet sealed/ stamped by a licensed Engineer/ Architect.

4. The Applicant/ Developer shall comply with all Zoning Ordinances applicable to the project/ request.

5. The Applicant/ Developer shall comply with all Conditions of Approval as approved by the City Council on October 28, 2025.

6. The Applicant/ Developer shall sign an affidavit accepting all Conditions and all Standard Conditions prior to Final Map recordation.

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

8. The Applicant/ Developer shall be responsible for completing a Level 11 Historic American Buildings Survey ( HABS) documentation package for the 1901 Queen Anne residence to ensure that the documentation is available for future study as indicated in the submitted Historic Resource Analysis for the project. The NABS shall be submitted to the Planning Division prior to the issuance of demolition permits.

9. The Applicant/ Developer shall be responsible for the preparation of Covenant, Conditions and Restrictions ( CC& R' s) establishing a Homeowner's Association and budget for the maintenance and operation of the common areas, including but not limited to, private streets, project entry gates, landscaping, open space, water quality basins, drainage systems,' and retention/ detention basins. The Applicant/ Developer shall submit the CC& R's for review by the Planning Division and the City Attorney. The Applicant/ Developer shall be responsible for all City Attorney and staff costs incurred by the City during the review of the CC& R' s. The CC& R' s shall be signed and acknowledged by all parties having any record title interest in the property to be developed, and shall make the City a party thereto, and shall provide the City the right to enforce the CC& R' s. The CC& R' s shall be completed and recorded prior to or concurrent with the recordation of the Final Map. a. The CC& R' s shall be prepared at the developer' s/ property owner' s sole cost and expense.
b. The CC& R' s shall be in the form and content approved by the Director of Community Development and the City Attorney and shall include such provisions as are required by this approval and as said officials deem necessary to protect the interests of the City and its residents.
c. The CC& R' s shall provide for the effective establishment, operation, management, use, repair and maintenance of all easement areas and facilities. d. The CC& R' s shall provide that the property be developed, operated, and maintained so as not to create a public nuisance.
e. The CC& R' s shall provide that if the property is not maintained in the condition required by the revised CC& R's, then the City, after making due demand and giving reasonable notice, may enter the property and perform, at the owner's sole expense, any maintenance required thereon by the CC& R's or the City' s ordinances. The property shall be subject to a lien in favor of the City to secure any such expense not promptly reimbursed.
f. The CC& R's shall include any provision specific as project features and or mitigation measures as appropriate and shall include an approved building envelope of each pad.

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g. The CC& R' s shall include provisions for architectural design guidelines and enforcement nforcement thereof.
h. In addition to the above, the CC& R's shall include the following:
i. The Declaration shall contain language and an exhibit showing exactly what areas are to be maintained in perpetuity by the Homeowner' s Association. ii. The Declaration shall contain language prohibiting antenna towers and satellite dish antennas unless permitted by local ordinance and a plan is approved by the Homeowner' s Association and the Director of Community Development, showing the location and screening from adjacent residents. iii. The Declaration shall contain language for maintenance of the trees in the rear yards of the residences along the east end of the development along the Charter Oak Mobile Home Estates to provide a privacy screen between developments.
i. The CC& R' s shall include maintenance requirements of LID devices and are subject to the approval of the City Engineer and the City Attorney ( Public Works). j. The CC& R' s shall include a solid waste disposal operations plan and include access easement for the City Waste Hauler to the satisfaction of the Director of Public Works and City Attorney.

10. Prior to the start of construction, the Applicant/ Developer shall install a minimum five-foot 5') high chain -link fence or other approved material which shall have a dark green or black colored view obscuring screen. The fence shall totally enclose the project site when vacant, under construction, or under demolition and said fence shall remain until occupancy is granted.

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

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

13. Decorative block walls ( tan -split face) with decorative finished cap, shall be constructed along the project perimeter, interior walls between residences, and for all retaining walls. If a double wall condition would result, the developer shall make a good faith effort to work with the adjoining property owners to provide a single wall. Applicant/ Developer shall notify, by mail, all contiguous property owners at least 30 days prior to the removal of any existing walls/fences along the project' s perimeter.

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

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

16. Graffiti shall be removed within 72 hours from the project site.

17. All parking provided shall meet the requirements of Section 18. 156 of the San Dimas Municipal Code other than the standards that have been requested to be waived.

18. The Applicant/ Developer shall perform vermin control and eradication of the subject site prior to commencing the removal of the trees and vegetation and commencement of grading. Verification of the process shall be submitted to the Building Division prior to the issuance of a demotion and/ or grading permit.

19. The Applicant/ Developer shall comply with the Migratory Bird Treaty Act ( MBTA) during the nesting bird season of February 1 through September 15 to ensure impacts to nesting birds and raptors, which may use vegetation on or near the Project site for nesting, during construction would not occur. A preconstruction clearance survey will be required for nesting birds to be completed no more than 3 days prior to ground disturbance if removal of trees is scheduled during the nesting bird season.

20. The Applicant/ Developer shall remove the first 30 lineal feet of the northwest corner of the wall between the subject property and the Charter Oak Mobile Home Park Estates property and replace with a new block wall to match the existing wall. Applicant/ Developer shall notify, by mail, the residents of the Charter Oak Mobile Home Park Estates at least 30 days prior to the removal of the existing wall.

21. Building architecture and site plan shall be consistent with plans presented to the Development Plan Review Board on April 24, 2025, the Planning Commission on July 17, 2025, and the City Council on October 28, 2025, provided that the Director of Community Development is authorized to make revisions consistent with the San Dimas Municipal Code.

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

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

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

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

26. New electrical panels and sub -panels shall be flush mounted for single- family developments.

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

A43- ILTK* RffU#

28. The Applicant/ Developer shall submit to the Planning Division, prior to the issuance of building permits, detailed landscaping and automatic irrigation plans prepared by a California Licensed Landscape Professional, in addition to a $ 5, 000 deposit for review of the plans. Water efficient landscapes shall be implemented in all new and rehabilitated landscaping in single- family and multi -family projects, and in private development projects that require a grading permit, building permit, or use permit, as required by Ch " apter 18. 14 of the San Dimas Municipal Code. Installation of landscaping and irrigation shall be completed prior to final of the project.

29. No trees shall be removed other than those indicated on the approved set of landscape plans and identified in the submitted Arborist Report.

30. The Applicant/ Developer shall work with Staff in incorporating up to six ( 6) Oak trees to be planted along Covina Boulevard as part of the required tree replacement. All trees to be planted on the project site shall be a minimum of 15- gallon in size, a minimum of eight ( 8) feet in height, with a minimum canopy span of three ( 3) feet. The height and span may be reduced for ornamental trees when approved by the Director of Community Development.

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c) Allowing issuance of grading and demolition permits prior to Final Map recordation.

35. The Applicant/ Developer is being granted the following waivers as part of this approval:
a) Reduction in lot size from 8, 000 sq. ft. to 2, 060 square feet minimum; b) Increased density allowance for the construction of 37 dwelling units instead of 20 dwelling units;
c) Reduction in lot width from 70 feet to 35 feet;
d) Reduction in front yard setback from 20 feet to 2 feet at cluster motor courts and 18 feet at driveways;
e) Reduction in side yard setbacks from 12 feet to 2 feet at driveway side and from 5 feet to 4 feet at interior side;
f) Reduction in side yard setbacks ( corner lot) from 10 feet street side to 2 feet and from 5 feet to 4 feet at interior side;
g) Reduction in -lot coverage from 35 percent maximum, to 65 percent maximum; h) Reduction in off-street parking requirements to 1. 5 spaces for 3- bedroom units and 2. 5 spaces for 4+ bedroom units;
i) Removal of RV storage space requirement; and

36. Prior to the issuance of building permits for the project, an Affordable Housing and Density Bonus Agreement, in a form approved by the City, shall be recorded against the residential development in its entirety, as deemed appropriate by the City Manager in consultation with the City Attorney. The Affordable Housing and Density Bonus Agreement( s) shall ensure that the applicant and/ or developer develops the required affordable housing units; five ( 5) low- income and two ( 2) moderate -income level units, and satisfies all other terms of the State Density Bonus Law, and the San Dimas Municipal Code.

37. The Applicant/ Developer shall ensure that guidelines for the marketing of the affordable units include a preference to San Dimas residents and employees that work in San Dimas.

BUILDING DIVISION ® (90) 394- 6260

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

39. The Applicant/ Developer shall comply with the latest California Title 24 Energy requirements for all new lighting, insulation, and mechanical equipment and submit calculations and signed at time of initial plan review. All exterior lighting to comply with required lighting density limits, controls and BU G standards.

40. The Applicant/ Developer shall submit to the Building Division of the City of San Dimas plans that have been reviewed and approved by the Los Angeles County Fire Department. Plans may include access, fire sprinklers, mechanical ventilation, and any other applicable items regulated under the Fire Code.

41. The Applicant/ Developer shall comply with the latest disabled access regulations as found in Title 24 of the California Code of Regulations and the Americans with Disabilities Act.

Accessible items shall include, but not be limited to: Customize -project specific parking,

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accessible pedestrian routes, accessible/ adaptable units, public/ common use areas, swimming pool, stage etc.

42. All plans are required to be stamped by a California Registered Engineer or Architect unless specifically exempted by Sections 5537- 5538 of the California Business & Professions Code.

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

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

45. The Applicant/ Developer shall submit a Drainage Plan for the proposed development to be reviewed and approved by the City Engineer and the Building Official.

46. The Applicant/ Developer shall submit a Precise Grading Plan for the proposed development to be reviewed and approved by the City Engineer and the Director of Community Development. Plans shall include a composite utility location, paving and stripping plan as well as the size of the disturbed area and the volumetric amount of cut, fill, and over - excavation.

47. The Applicant/ Developer shall submit a Rough Grading Plan for the proposed development to be reviewed and approved by the City Engineer and the Director of Community Development. The Grading Plan shall conform to Appendix J of the California Building Code and shall utilize City standard notes and layout.

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

49. Building foundation inspections shall not be performed until a rough grading certification, location and elevation certification of the foundation forms from a California licensed surveyor, and a final soils report has been filed with the City and approved. All drainage facilities must be operable.

50. Prior to the inspection of the foundation, the Applicant/ Developer shall submit a footing bottom compaction certification by a licensed soils technician who is working under the direct supervision of the Geologist of Record.

51. Applicant to expose uninspected work started without permit for code verification at discretion of Building Inspector.

52. Fees shall be paid to Bonita Unified School District in compliance with Government Code Section 65995.

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53. The Applicant/ Developer shall Contact the Los Angeles County Public Works Department, Environmental Program Division for any required permit or clearance of industrial and hazardous waste disposal.

54. The Applicant/ Developer shall Contact the Los Angeles County Sanitation District for potential fees associated with annexation, connection, or change of occupancy.

55. The Applicant/ Developer shall comply with CAL Green Section 4.408. 2 " Residential Mandatory Measures, Residential waste recycling" ( or if applicable) 5. 408. 2 " Commercial Mandatory Measures, Commercial waste recycling".

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

57. The Applicant/ Developer shall submit an Electrical Distribution Plan for all proposed switchgear or transformers to the City for review as soon as available.

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

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

ENGINEERING DIVISION — (909) 394- 6240

60. The Applicant/ Developer shall submit a Precise Grading Plan for the proposed development to be reviewed and approved by the City Engineer and the Director of Community Development. Plans shall include composite utility locations, pavement, curb & gutter, sidewalk, driveways, lighting, signing and striping.

61. The Applicant/ Developer shall submit a Rough Grading Plan for the proposed development to be reviewed and approved by the City Engineer and the Director of Community Development. The Grading Plan shall conform to Appendix J of the California Building Code and shall utilize City standard notes and layout.

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

63. The Applicant/ Developer shall provide a signed copy of the City' s certification statement declaring that the contractor will comply with Minimum Best Management Practices ( BMPs)

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required by the MS4 permit for Los Angeles County as mandated by the National Pollutant Discharge Elimination System ( NPDES).

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

65. The Applicant/ Developer shall pay any required sewer connection fees to the City of San Dimas and Los Angeles County Sewer Maintenance District prior to the issuance of a Sewer Permit.

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

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

68. The Applicant/ Developer shall provide public utility and reciprocal access easements ( fire lanes) for the development on the Tract Map to the satisfaction of the City Attorney, the Public Works Director and City Engineer.

69. The Applicant/ Developer shall underground all new utilities and utility drops.

70. The Applicant/ Developer shall provide street lights, street name signs, stop signs, and striping in conformance with City and CaMUTCD standards.

71. The Applicant/ Developer shall provide full street improvements on all private streets and Covina Boulevard within the limits of the development. Improvements to include curbs and gutters, sidewalks, medians, driveway removals, and A.C. paving according to City standards, as shown in the following table:
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Covina Blvd X* X** X*** x
Private Streets x x x x x
Notes® 2" Cold Plane and AC Overlay
8' Wide Sidewalk with Street Trees and Tree Grates
Curb returns shall be 35' radius with ADA Curb Ramps

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Tentative Tract Map 24-05 ( TTM 84582), DPRB 24- 14, Tree Removal Permit 24- 28 October 28, 2025
Median Island shall be reconstructed to full width of frontage and connected to existing island east of development

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

73. The Applicant/ Developer shall install public water improvements for the proposed development to the satisfaction of the City Engineer, Golden State Water Company, and the Los Angeles County Fire Department.

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

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

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

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

78. A fully executed " Maintenance Covenant for LID Requirements" shall be recorded with the L.A. County Registrar/Recorder and submitted to the Public Works Department prior to the Certificate of Occupancy. Covenant documents shall be required to include an exhibit that details the installed treatment control devices as well as any site design or source control Best Management Practices ( BMPs) for post construction. The information to be provided on this exhibit shall include, but not be limited to:
8 Y2
17 x 11 53
exhibits with record property owner information.

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ii. Types of BIVIPs ( i. e., site design, source control and/ or treatment control) to ensure modifications to the site are not conducted without the property owner being aware of the ramifications to BMP implementation. iii. Clear depiction of location of BMPs, especially those located below ground. iv. A matrix depicting the types of BMPs, frequency of inspection, type of maintenance required, and if proprietary BMPs, the company information to perform the necessary maintenance.
v. Calculations to support the sizing of the BMPs employed on the project shall be included in the report. These calculations shall correlate directly with the minimum treatment requirements of the current MS4 permit. In the case of implementing infiltration BMPs, a percolation test of the affected soil shall be performed and submitted for review by the City Engineer. vi. This document shall be reviewed by and concurred with Public Works to ensure the covenant complies with the MS4 Permit.

79. Improvement plans and necessary letters of credit, cash, and/ or bonds to secure the construction of all public improvements shall be submitted and approved by the City Engineer, and the subdivision agreement and other required agreements approved by City Attorney, prior to the recordation of the Final Map.

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

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

82. Easements for Private Driveways and Fire Lanes, and all utilities, including water and sewer shall be provided on the Final Map to the satisfaction of the City Engineer, City Attorney, and the Director of Community Development.

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

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

85. The Applicant/ Developer, Engineer or Surveyor shall set durable monuments to the satisfaction of the City Engineer in conformance with Section 66495 of the Subdivision Map Act. The Applicant/ Developer shall also provide monumentation specified in writing by a Registered Engineer or Licensed Land Surveyor of Record with accompanying security.

86. Construction parking and material storage shall be confined to the site. Construction related parking or material storage is not permitted on the surrounding streets.

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Tentative Tract Map 24-05 ( TTM 84582), DPRB 24- 14, Tree Removal Permit 24-28 October 28, 2025

87. The Applicant/ Developer shall construct additional median improvements to close the existing median opening on Covina Boulevard and provide landscape & irrigation and hardscape improvements to the satisfaction of the City Engineer and Public Works Director.

88. The Applicant/ Developer shall connect the proposed on -site storm drain improvements directly to the existing 6693 storm drain in W. Covina Boulevard. On -site storm flows exceeding a 10- year frequency storm shall be retained on -site prior to outletting into the existing storm drain system.

89. The Applicant/ Developer shall quitclaim the existing Southern California Edison and General Telephone Company easements traversing the site prior to the recordation of the Tract Map.

90. The Applicant/ Developer shall obtain approval from the Southern California Regional Rail Authority for any proposed improvements within 10' of their railroad right- of-way. An email from the assigned SCRRA engineer stating that no review or approvals are required from SCR RA may satisfy this -condition.

91. The Applicant/ Developer shall provide a 10' wide easement within " A" Drive to the City of San Dimas for public sanitary sewer purposes on the Tract Map to the satisfaction of the City Engineer.

PARKS & RECREATION — (909) 394-6230

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

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

LOS ANGELES COUNTY FIRE DEPARTMENT — ( 323) 0®

94. All fire hydrants shall measure 6" x4" x2- 1/ 2" brass or bronze, conforming to current AWWA standard C503 or approved equal, and shall be installed in accordance with the 2017 County of Los Angeles Fire Code, Table 5105. 1.

95. The required fire flow for the public fire hydrants for this project is 1, 000 gpm at 20 psi residual pressure for 2 hours.

96. Install ( 1) one new public fire hydrant. Location: As indicated on the Site Plan.

97. Install ( 1) one private on -site fire hydrant. Location: Between Units 10 and 11.

98. All required public fire hydrants shall be installed, tested, and accepted prior to beginning construction. Fire Code 501. 4

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Tentative Tract Map 24-05 ( TTM 84582), DPRB 24- 14, Tree Removal Permit 24-28 October 28, 2025

99. Vehicular access must be provided and maintained serviceable throughout construction to all required fire hydrants. All required fire hydrants shall be installed, tested, and accepted prior to construction.
100. Access as noted on the Tentative and the Exhibit Maps shall comply with Title 21 ( County of Los Angeles Subdivision Code) and Section 503 of the Title 32 ( County of Los Angeles Fire Code), which requires an all- weather access surface to be clear to sky. 101. The driveways required for Fire Apparatus Access Roads shall be indicated on the Final Map as " Private Driveway and Fire Lane" with the widths clearly depicted. 102. The Final Map shall be submitted to Los Angeles County Fire Department for review and approval prior to recordation.
103. Fire hydrant improvement plans shall be submitted for review and approval prior to tht clearance of the Final Map.

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San Dimas City CouncilJuly 28, 2026

San Dimas City Council
July 28, 2026