AGENDA – MARCH 13, 2024 PAGE 1 of 294
CITY OF SAN MARINO
CITY COUNCIL AGENDA
Steven W. Huang, DDS, Mayor
Gretchen Shepherd Romey, Vice Mayor
Tony Chou, Council Member
Calvin Lo, Council Member
Steve Talt, Council Member
Philippe Eskandar, City Manager
www.CityofSanMarino.org
(626) 300-0700 Phone
City Hall Council Chamber
2200 Huntington Drive
San Marino, CA 91108
REGULAR MEETING OF THE
SAN MARINO CITY COUNCIL
WEDNESDAY, MARCH 13, 2024, AT 6:00 PM
CITY HALL COUNCIL CHAMBERS
2200 HUNTINGTON DRIVE
SAN MARINO, CA 91108
The City of San Marino appreciates your attendance. Citizens’ interest provides the Council with valuable information regarding issues of the community.
Regular meetings are held on the 2nd Wednesday of every month at 6:00 p.m. Typically, adjourned meetings are held on the last Friday of every month at 8:30 a.m.
In compliance with the Americans with Disabilities Act, any person with a disability who requires a reasonable modification or accommodation in order to participate in a meeting should contact the City Clerk via email at [email protected] or by phone at (626) 300-0705 prior to the meeting for assistance.
The public is welcome to attend the meeting in person or remotely via Zoom, however, the meeting will proceed as normal even if there are technical difficulties with Zoom. The City will do it’s best to resolve any technical issues as quickly as possible.
How to view or listen to the meeting from home:
Visit www.CityofSanMarino.org/Zoom
How to offer public comment from home:
Public comment will be accepted by email to [email protected] until 3:00 p.m. the day before the meeting. Written public comment received by 3:00 p.m. will be distributed to City Council during the meeting. Any comments received AGENDA – MARCH 13, 2024 PAGE 2 of 294
after 3:00 p.m. will be included in the public comment record but not provided to City Council at the meeting.
Written public comment will be accepted electronically via the zoom.us teleconference module during the meeting. Written Zoom comments will be accepted after the in-person comments.
CALL TO ORDER
PLEDGE OF ALLEGIANCE
ROLL CALL
Council Member Chou, Council Member Lo, Council Member Talt, Vice Mayor Shepherd Romey, and Mayor Huang
POSTING OF AGENDA
The agenda is posted 72 hours prior to each meeting at the following locations: City Hall, 2200 Huntington Drive, the Crowell Public Library, 1890 Huntington Drive, and the Stoneman Building, 1560 Pasqualito Drive. The agenda is also posted on the City’s website:
http://www.cityofsanmarino.org.
PUBLIC COMMENTS
The City welcomes public input. Members of the public may address the City Council by completing a public comment card and giving it to the City Clerk prior to the meeting. At this time, the public may address the City Council on items that are not on the agenda.
Pursuant to state law, the City Council may not discuss or take action on issues not on the meeting agenda (Government Code Section 54954.2). The Mayor reserves the right to place limits on duration of comments. Staff may be asked to follow up on such items.
CITY MANAGER'S REPORT
This is an opportunity for the City Manager to inform the City Council and the public of any upcoming events or matters of interest to the community.
NEW BUSINESS
1. SELECTION OF FY 2024-25 PRIORITY INITIATIVE PROPOSALS Recommendation: Staff recommends that the City Council engage in a discussion and give direction on which priority initiatives they would like staff to incorporate into the City’s Fiscal Year 2023-24 work plan and budget.
AGENDA – MARCH 13, 2024 PAGE 3 of 294
CONSENT CALENDAR
2. ADOPTION OF ORDINANCE NO. O-24-1411 (SECOND READING) AMENDING MUNICIPAL CODE SECTIONS 23.01.01 AND 23.02.25 TO
IMPLEMENT STATE LAW REGARDING ACCESSORY DWELLING UNITS
Recommendation: Staff recommends the City Council adopt Ordinance No. O-24- 1411. If the City Council concurs with staff’s recommendation an appropriate motion would be:
“I move to adopt Ordinance No. O-24-1411, an Ordinance of the San Marino City Council amending Municipal Code Sections 23.01.01 and 23.02.25 to implement State law regarding accessory dwelling units.”
3. ADOPTION OF RESOLUTION NO. R-24-03 AMENDING THE JOB
CLASSIFICATIONS FOR THE POSITIONS OF POLICE RECORDS CLERK
AND PART-TIME LIBRARY ASSISTANT
Recommendation: Staff recommends that the City Council adopt Resolution No. R24-03. If Council concurs, an appropriate motion would be:
“I move to adopt Resolution No. R-24-03, amending the job classifications for the positions of Police Records Clerk and part-time Library Assistant.
4. ADOPTION OF RESOLUTION NO. R-24-04 AMENDING THE
UNREPRESENTED EMPLOYEES SALARY AND BENEFITS SCHEDULE FOR THE PERIOD COVERING JULY 1, 2022, THROUGH JUNE 30, 2024,
PERTAINING TO SICK LEAVE POLICY AND APPROPRIATE FUNDS IN THE AMOUNT OF $15,695
Recommendation: Staff recommends that the City Council adopt Resolution No. R24-04, and direct Finance staff to increase each department’s operating budget in the necessary amount. If Council concurs, an appropriate motion would be:
“I move to adopt Resolution No. R-24-04 amending Resolution No. R-23-23; and approve additional appropriations in the amount of $15,695 in FY 2023-2024 to be spread over the affected part-time personnel budget line items.”
5. ACCEPTANCE OF DONATIONS TO THE POLICE AND FIRE
DEPARTMENTS FROM THE CHINESE CLUB OF SAN MARINO
Recommendation: Staff recommends the Council accept the donation and amend the San Marino Police and Fire Department budgets to reflect the donation and related expenditures. If the City Council concurs with staff’s recommendation, an appropriate motion would be:
“I move to (1) accept the donation of $20,000 from the Chinese Club of San Marino; (2) approve the fiscal year 2023-2024 revenue budget amendment of $10,000 in the AGENDA – MARCH 13, 2024 PAGE 4 of 294
Donations Fund (Acct. 281-30-3601-0000: Police Donations Received); (3) approve the fiscal year 2023-2024 revenue budget amendment of $10,000 in the Donations Fund (Acct. 281-34-3601-0000: Fire Donations Received); approve an expenditure budget amendment of $10,000 to account 281-30-4376-0000 (Materials & Supplies); and approve an expenditure budget amendment of $10,000 to account 281-34-4399- 0000 (Non-Capitalized Equipment).”
6. APPROVAL OF A THREE YEAR AGREEMENT FOR MICROSOFT 365
LICENSING
Recommendation: Staff recommends the Council authorize the City Manager to execute a three-year agreement with Dell Corporation for Microsoft 365 licenses in an amount not-to-exceed $35,151.60 annually or $105,454.80 total.
7. APPROVAL OF THE INSTALLATION AND WAIVING OF COSTS FOR THE
SAN MARINO SCHOOLS FOUNDATION OF STREET POLE BANNERS
Recommendation: Staff recommends that the City Council approve the request from the San Marino Schools Foundation and waive the installation costs. If the City Council concurs with staff’s recommendation, an appropriate motion would be:
“I move to approve a request from the San Marino Schools Foundation that is in accordance with Resolution No. R-14-22 for the installation and display of banners citywide between April 1 and June 30 of 2024.”
8. APPROVAL OF REQUEST TO WAIVE SPECIAL EVENT PERMIT FEES FOR THE 2024 JP BLECKSMITH RUN
Recommendation: Staff recommends that the City Council waive the Special Event Permit fees associated with the JP Blecksmith Run. If the City Council agrees with staff’s recommendation, an appropriate motion would be:
“I move to waive the Special Event Permit fees associated with the JP Blecksmith Run.”
9. CASH AND INVESTMENT REPORT FOR THE MONTH OF JANUARY 2024 Recommendation: Staff recommends the Council receive and file this report. If the City Council concurs with staff’s recommendation, an appropriate motion would be:
“I move to receive and file the Cash and Investment Report for the month of January 2024.”
10. RECEIVE AND FILE MONTHLY DISBURSEMENTS REPORT FOR
FEBRUARY 2024
Recommendation: Staff recommends the Council receive and file the Monthly Disbursements Report for the month of February 2024. If the City Council concurs with staff’s recommendation, an appropriate motion would be:
AGENDA – MARCH 13, 2024 PAGE 5 of 294
“I move to receive and file the Monthly Disbursements Report for the month of February 2024.”
11. APPROVAL OF MINUTES
Recommendation: Staff recommends the Council approve the February 2024 minutes. If the City Council concurs with staff’s recommendation, an appropriate motion would be:
“I move to approve the minutes of the special meeting of February 14, 2024, the regular meeting of February 14, 2024, the joint meeting with the Library Board of Trustees of February 23, 2024, the adjourned regular meeting of February 23, 2024, and the special meeting of February 23, 2024.”
WRITTEN COMMUNICATIONS OR PUBLIC WRITINGS DISTRIBUTION
This is an opportunity to announce any written communications pertaining to the City received by members of the City Council. All public writings distributed by the City of San Marino to at least a majority of the City Council regarding any item on this agenda will be made available at the Public Counter at City Hall located at 2200 Huntington Drive, San Marino, California 91108, and will also be included in the public agenda packet that will available for review at the City Council meeting.
FUTURE AGENDA ITEMS
ADJOURNMENT
Posted: 3/8/2024 ALISON WALKER
CITY CLERK
City Manager’s Report and
Operational Dashboard
March 13, 2024
PAGE 6 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
105
92 97
80 114
95 77 80
0 20
40 60
80 100
120
140
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
In-City Incidents
FY 22-23 FY 23-24
86 93 97
81 75
103
83 76
0 20
40 60
80 100
120
140
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Out-of-City Incidents
FY 22-23 FY 23-24
Fire
Fiscal Year 22-23 Total: 1,120 Current Fiscal Year-to-Date Total: 740 Fiscal Year 22-23 Total: 1,146 Current Fiscal Year-to-Date Total: 694 PAGE 7 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
1 1 1
0 4
1 0
2 0
1 2
3 4
5 Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Emergency Medical Services - Cardiac Arrests
FY 22-23 FY 23-24
0 0 0 0
1 1
0 0
0 1
2 3
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Emergency Medical Services - Return of Spontaneous Circulation FY 22-23 FY 23-24
Fire
Fiscal Year 22-23 Total: 19 Current Fiscal Year-to-Date Total: 10 Fiscal Year 22-23 Total: 4 Current Fiscal Year-to-Date Total: 2 PAGE 8 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
0:01:08 0:01:07 0:01:11 0:01:18 0:01:14 0:01:17 0:01:26 0:01:38 0:00:00
0:00:43
0:01:26
0:02:10
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
90th Percentile Response Time: EMS Turnout
FY 22-23 FY 23-24
0:01:35 0:01:46 0:01:40 0:01:31 0:01:50 0:01:31
0:01:02
0:02:00
0:00:00
0:00:43
0:01:26
0:02:10
0:02:53
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
90th Perentile Response Time: Fire Turnout
FY 22-23 FY 23-24
0:06:12 0:06:43 0:07:06 0:06:16 0:06:18 0:05:45 0:05:11 0:05:15 0:02:53
0:07:12
0:11:31
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
90th Percentile Response Time: Overall Response
FY 22-23 FY 23-24
The San Marino Fire Department has adopted the National Fire Protection Association (NFPA) 1710 standards for response time reporting. NFPA standards represent aspirational goals for Fire Departments. By measuring response in percentiles rather than averages, the Fire Department is able to more accurately measure performance of responding units. The time reported as the 90th percentile turnout or response time means that 90% of incidents were as fast, or faster, than the reported time.
Fire
Fiscal Year 22-23 Response Rate: 59 sec Current Fiscal Year Response Rate: 59 sec Fiscal Year 22-23 Response Rate: 1 min 15 sec Current Fiscal Year Response Rate: 1 min and 21 sec Fiscal Year 22-23 Response Rate: 5 min 59 sec Current Fiscal Year Response Rate: 6 min and 6 sec Turnout Time - the amount of time after dispatch for firefighters to don safety equipment and start vehicle response.
Overall Response Time - the total amount of time it takes to respond to an incident, from initial dispatch to arriving on scene.
Verdugo Dispatch changed the way
the times were calculated, resulting
in an overall adjustment of times as
of the 2/14/24 report.
PAGE 9 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
5 8
4 4
8 12
3 6
0 5
10 15
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Residential Burglaries
FY 22-23 FY 23-24
7 7 6 7
9 16 15
5 0
5 10
15 20
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Larcenies
FY 22-23 FY 23-24
Police
Fiscal Year 22-23 Total: 65 Current Year-to-Date Total: 50 Fiscal Year 22-23 Total: 117 Current Year-to-Date Total: 72 Burglary - the act of entering a premise with the intent of committing a felony or stealing property.
Larceny - the unlawful removal of property. Any person who feloniously steals, takes, carries, leads or drives away the personal property of another is guilty of larceny theft by either misdemeanor of felony larceny.
PAGE 10 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
262
168 186 164
234 219
300
226
0 100
200
300
400
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Traffic Citations Issued
FY 22-23 FY 23-24
2 4
7 8
5 2
0 1
0 5
10 Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May June
Community Meetings
FY 22-23 FY 23-24
Fiscal Year 22-23 Total: 2,061 Current Year-to-Date Total: 1,759 Fiscal Year 22-23 Total: 22 Current Year-to-Date Total: 29 Police
PAGE 11 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
92 91
70 104
62 54 64 56
0 50
100
150
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Building Permits Issued
FY 22-23 FY 23-24
5 7
7 11
5 3 3 0 4
5 10
15 20
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Tree Removal Permits Issued
FY 22-23 FY 23-24
2 2 2
4 2
4 1
4 0
2 4
6 8
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
New Business Licenses
FY 22-23 FY 23-24
Community Development
Fiscal Year 22-23 Total: 905 Current Year-to-Date Total: 593 Fiscal Year 22-23 Total: 87 Current Year-to-Date Total: 45 Fiscal Year 22-23 Total: 35 Current Year-to-Date Total: 21 PAGE 12 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
3 5
2 4
3 0
3 2
0 5
10 Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
ADU Permits Issued
FY 22-23 FY 23-24
1 1 0
6 4 4
2 6
0 5
10 Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
ADU Applications Submitted
FY 22-23 FY 23-24
82 105 105 87
65 83 81
97 0
50 100
150
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Open Code Enforcement Cases
FY 22-23 FY 23-24
Community Development
Fiscal Year 22-23 Total: 41 Current Year-to-Date Total: 22 Fiscal Year 22-23 Total: 52 Current Year-to-Date Total: 24 Fiscal Year 22-23 Average per Month: 69 Current Year-to-Date Average per Month: 88 PAGE 13 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
53 22
54 61
42 31
76 43
0 50
100
150
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Programs Offered
FY 22-23 FY 23-24
10836
2159 1,709 3,306
999 2,282 912 1,191
0 5,000
10,000
15,000
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Participants
FY 22-23 FY 23-24
25 19
30 38
28 26
18 13
0 10
20 30
40 Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Rental Bookings
FY 23-24
Community Services
Fiscal Year 22-23 Total: 609 Current Year-to-Date Total: 382 Fiscal Year 22-23 Total: 632,065 Current Year-to-Date Total: 23,394 Current Year-to-Date Total: 197
PAGE 14 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
10,588 11,052 10,075 9,915 11,284 10,677 12,308 10,591
0 5,000
10,000
15,000
20,000
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Library Circulation Total
FY 22-23 FY 23-24
9,369 9,756 8,995 8,858 10,160 9,621 11,096
9,391
1,219 1,296
1,080 1,057
1,124 1,056
1,212
1,200
0 2,000
4,000
6,000
8,000
10,000
12,000
14,000
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
FY 2023-24 Library Circulation Breakdown
In-Person Digital
Fiscal Year 22-23 Total: 139,989 Current Year-to-Date Total: 86,490 Community Services
PAGE 15 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
$107,342
$1,753,659
$245,823 $1,063,216$1,413,020
$9,713,652
$4,448,189
$1,591,037
$0
$2,000,000
$4,000,000
$6,000,000
$8,000,000
$10,000,000
$12,000,000
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Revenues
FY 22-23 FY 23-24
$5,024,667
$2,818,718
$4,167,689
$2,218,894
$2,574,296
$2,773,144
$2,547,812
$2,016,936
$0
$2,000,000
$4,000,000
$6,000,000
$8,000,000
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Expenses
FY 22-23 FY 23-24
$83,280
$129,118
$172,397
$140,343 $153,925 $167,547 $180,162
$153,563
$0
$50,000
$100,000
$150,000
$200,000
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Overtime Expenses
FY 22-23 FY 23-24
Finance
Fiscal Year 22-23 Total: $35,311,777 Year-to-Date Total: $20,335,938 Fiscal Year 22-23 Total: $38,790,100 Year-to-Date Total: $24,142,158 Fiscal Year 22-23 Total: $1,466,556 Year-to-Date Total: $1,180,334 PAGE 16 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
$15,392,335
$14,160,299
$11,859,613
$7,120,318
$6,300,434
$14,778,975
$16,439,176
$16,125,314
$0
$5,000,000
$10,000,000
$15,000,000
$20,000,000
$25,000,000
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
General Fund Balance at End of Each Month
FY 22-23 FY 23-24
$37,767,669
$35,768,971
$33,101,058
$31,780,272
$30,580,470
$37,040,167
$39,144,993
$38,952,594
$30,000,000
$32,000,000
$34,000,000
$36,000,000
$38,000,000
$40,000,000
$42,000,000
$44,000,000
$46,000,000
$48,000,000
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Overall Cash Balance in the Bank at End of Each Month
FY 22-23 FY 23-24
Finance
PAGE 17 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
109 108 109 108 107 106 104 101
80 90
100
110
120
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Full-Time Employees (112 budgeted)
FY 22-23 FY 23-24
68 68
40 46 45 46 44 44
0 20
40 60
80 Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Part-Time Employees
FY 22-23 FY 23-24
Fiscal Year 22-23 Average: 99 Current Year-to-Date Average: 107 Human Resources
Fiscal Year 22-23 Average: 46 Current Year-to-Date Average: 50
2.7% 3.6% 2.7% 3.6% 4.5% 5.4%
7.1%
9.8%
0%
5%
10%
15%
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Full-Time Position Vacancy Rate
FY 22-23 FY 23-24
Fiscal Year 22-23 Average: 8.24% Current Year-to-Date Average: 4.92% PAGE 18 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
56 60 66 65 63 70 71 66
0 20
40 60
80 Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Workers' Comp Claims (Total Open)
FY 22-23 FY 23-24
1 7
3 2 2
5 8
2 0
5 10
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Workers' Comp Claims (New)
FY 22-23 FY 23-24
72 123
72 50 51 59
154
83 0
50 100
150
200
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Workers' Comp Cumulative Days Off (in month)
FY 22-23 FY 23-24
Several COVID-19 Exposure cases caused a spike in Workers’ Comp Cumulative Days Off in January 2024.
Human Resources
Fiscal Year 22-23 Average: 59 Current Year-to-Date Average: 65 Fiscal Year 22-23 Total: 45 Current Year-to-Date Total: 30 Fiscal Year 22-23 Total: 492 Current Year-to-Date Total: 664 PAGE 19 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
80% 71% 68% 67% 67% 60% 54% 54%
0%
50%
100%
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Performance Evaluation Completion Rate
Fiscal Year 2023-24
Current Year-to-Date Average: 65%
Human Resources
PAGE 20 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
60 89
49 54 43
30 37 46
0 50
100
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Maintenance Service Requests Opened
FY 22-23 FY 23-24
7%
3% 4%
6% 5% 5% 5% 4%
0%
5%
10%
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
% Fleet Out of Service More Than 3 Business Days
FY 22-23 FY 23-24
Fiscal Year 22-23 Average: 4.8% Current Year-to-Date Average: 4.9% Fiscal Year 22-23 Total: 620 Current Year-to-Date Total: 408 Parks & Public Works
86% 87%
90% 91%
88%
93% 94%
91%
75%
80%
85%
90%
95%
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
% Service Requests Closed Within 5 Business Days
FY 22-23 FY 23-24
Fiscal Year 22-23 Average: 86% Current Year-to-Date Average: 90% PAGE 21 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
0 1
2 3
4 Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Customer Service Surveys Received
FY 22-23 FY 23-24
Capital Projects in Design 4
Capital Projects in Construction 1
Fiscal Year 22-23 Total: 8 Current Year-to-Date Total: 5 0%
50%
100%
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
% Customer Survey Rating of Good/Superior
FY 22-23 FY 23-24
Fiscal Year 22-23 Average: 79% Current Year-to-Date Average: 100% Parks & Public Works
PAGE 22 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
22 21
26 23 16
16 35
30 0
10 20
30 40
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Public Record Requests Received
FY 22-23 FY 23-24
9 7 7 8 7
10 5 6
0 5
10 15
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Average Time to Respond to Public Records Requests
FY 22-23 FY 23-24
4 1
0 1
0 0 0 0
0 2
4 6
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Claims Received
FY 22-23 FY 23-24
City Manager’s Office
Fiscal Year 22-23 Total: 276 Current Year-to-Date Total: 189 Fiscal Year 22-23 Average: 8 Current Year-to-Date Average: 7 Fiscal Year 22-23 Total: 14 Current Year-to-Date Total: 6 PAGE 23 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
2 55
3 1 1 0 0
7 0
20 40
60 Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Proclamations and Certificates Prepared
FY 22-23 FY 23-24
1 2
3 1
2 1
1 1
3 3
3 2
4 5
4 4
2 1
3 2
2 1
4 5
2 5
2 1
4 3
4 1
1 4
2 3
City Manager's Office
Finance
Human Resources
Community Development
Parks & Public Works
Fire
Police
Community Services
# of Agenda Items by Department (FY 22-23)
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Fiscal Year 22-23 Total: 70 Current Year-to-Date Total: 69 City Manager’s Office
PAGE 24 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
3 7 8 7 5
2 6 4
0 5
10 15
20 Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Film Permits Processed
FY 22-23 FY 23-24
3 1
2 3
0 0
1 1
0 1
2 3
4 Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
Special Event Permits Processed
FY 22-23 FY 23-24
City Manager’s Office
Fiscal Year 22-23 Total: 92 Current Year-to-Date Total: 42 Fiscal Year 22-23 Total: 16 Current Year-to-Date Total: 11 PAGE 25 of 294
City Manager’s Report and Operational
Dashboard
March 13, 2024
77 78
12 9
43 20
60 7
0 50
100
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
New Weekly Briefing Monthly Sign Ups
FY 23-24
9,000
11,000
9,500
8,700
6,100
7,300
4,300
7,500
10,000
9,100
9,900
11,000
4,300
6,400
4,100
7,300
0 2,000
4,000
6,000
8,000
10,000
12,000
Facebook Instagram
Social Media Reach
Jul Aug Sept Oct Nov Dec Jan Feb Mar Apr May Jun
City Manager’s Office
Current Year-to-Date Average: 38
PAGE 26 of 294
TO: Mayor and City Council
FROM: Philippe Eskandar, City Manager
BY: Philippe Eskandar, City Manager
Nicole Tibbet, Community Engagement Manager
DATE: March 13, 2024
SUBJECT: SELECTION OF FY 2024-25 PRIORITY INITIATIVE
PROPOSALS
STRATEGIC PLAN CRITICAL SUCCESS FACTORS
Beautiful, Preserved, Single-Family Neighborhoods
Efficient, Responsive, and Effective City Services
Engaged and Connected Residents
Fiscally Responsible and Transparent City Government
Attractive, Complementary Business District
Safe Community
Inviting and Relevant City Facilities
Well-Maintained Infrastructure
BACKGROUND
As the financial blueprint for the City government, the annual budget is an important document, and the process of preparing that plan of action is one of the most significant jobs performed by the City Council and City personnel during each year. Beyond serving as a financial plan for receiving and spending money to operate the City government, the budget outlines the quality and quantity of governmental services, and the method of distributing costs to the various segments of the community through collection of taxes and fees. It defines the level of services to be rendered by City departments and highlights capital purchases and projects for the upcoming fiscal year.
The public facing portion of the budget process in San Marino typically begins at the last meeting in January of each year with a goal of adopting the budget by the last meeting in May. The continuous improvements made over previous Steven W. Huang, DDS, Mayor
Gretchen Shepherd Romey, Vice Mayor
Tony Chou, Council Member
Calvin Lo, Council Member
Steve Talt, Council Member
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years have yielded successfully adopted budgets each year, with last year’s budget being adopted on June 14, 2023, in advance of the beginning of the next fiscal year on July 1.
The City Council’s budget process ultimately yields operating and capital plans, and includes many components along the way:
• Selecting Priority Initiatives;
• Receiving a mid-year budget presentation that also incorporates a revenue projection for next year and a long term financial forecast; • Offering detailed feedback on staff’s recommendations for capital improvement projects and equipment;
• Offering detailed feedback on staff’s recommendations for departmental revenue and expenditure plans; and
• Offering revisions and approval of the City Manager’s recommended Operating and Capital Improvement budgets.
As per the schedule provided in Attachment 1, the City Council approved the further research (including community feedback) of eleven (11) possible operating budget priority initiatives, that fall into 4 Priority Initiative Focus Themes, at the January 26, 2024, City Council meeting. Additionally, the City Council directed staff to look into an additional Priority Initiative at the February 26 City Council meeting to include pursuing a Joint Use Agreement with the San Marino Unified School District. The proposed priority initiative list of twelve (12) total initiatives is the focus of today’s discussion.
DISCUSSION
In addition to the City Council initial proposal feedback session on January 26, staff has gathered priority initiative feedback through a community survey (promoted heavily in the City Manager’s Weekly Briefing emails, City Website, Social Media, and targeted emails to community groups and stakeholders), and at a Town Hall meeting on February 15, 2024. Attachment 3 of the staff report provides the results from the community survey.
With respect to the community’s engagement with the priority initiative process, staff have made some observations that will result in proposed changes to the process next year. Staff will work with the City Council in order to better understand these observations with an ultimate aim of not only building on the quantity of the engagement, but importantly, helping to improve the quality as well. At the priority initiative Town Hall meeting held on February 15, 2024, the City had a total of 10 members of the community participate; 5 in person, and 5 online. Additionally, the online survey that was available to the public for four weeks garnered 77 responses. While this participation was nearly double what the City saw last year, it yielded comments that demonstrate a need to provide more information and PAGE 28 of 294
background for the community to consider, when providing their input.
Today, the City Council will select which of the priority initiatives to include in the draft budget proposals, to be considered by the City Council in April. The list below provides a summary of each initiative and the associated budget impact:
Theme 1 - Public Safety Excellence
1. Educate the Community on the Public Safety Parcel Tax – Understanding the full impact of the Public Safety Parcel Tax is critical to the continued financial health of our organization and the key to being able to continue to prioritize public safety for our residents. While the community is generally well informed about the importance of the Public Safety Parcel Tax, as economic pressures on the City’s operation continue to evolve, and as the City welcomes new residents and business owners regularly, ensuring everyone is aware of this measure remains an important task.
a. Budget Impact - $5,000 for educational flyers and Outreach materials.
2. Body Worn Camera Pilot Program – The body worn camera pilot program will include a body worn camera for each Officer and Cadet, to be used when interacting with the public, new in-car video for each patrol vehicle, unlimited Cloud storage, unlimited Cloud storage for the drone program, redaction software to assist Records with Public Records Act requests, and video evidence requests by the District Attorney’s Office.
a. Budget Impact - $285,588 over 5 years, using COPS funding, for the cameras, footage storage, training, redaction software, and replacement of cameras through warranty.
3. Implementation of Traffic Safety Recommendations – This is a continuation of the initiative to implement various traffic calming and traffic safety improvements throughout the City in accordance with the Residential Streets Traffic Management Policy currently in development, and complete evaluation of three intersections and implementation of “quick fixes” identified in the Citywide Traffic Circulation Study. a. Budget Impact - $150,000 for traffic calming implementation.
Theme 2 - Preserve our Residential Neighborhoods
4. General Plan Update – Reopen the steering committee application process to ensure robust community participation and begin the search for a specialized planning firm to assist staff with the General Plan Update.
a. Budget Impact - $0 - The 2023-2024 FY Budget has allocated $600,000 for the General Plan Update. No additional funds are requested at this time.
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5. Complete the Housing Element Update – Staff will continue to work with the City’s housing element frim and the State in an effort to have the City’s Housing Element certified and in compliance with State law.
a. Budget Impact - $0 - The 2023-2024 FY Budget has allocated $50,000 for the Housing Element Update. No additional funds are requested at this time.
6. Continue Planning for the Future of Stoneman – Continue community engagement on the past integration of the Stoneman Property into both the General Plan and Housing Element Updates and the options available to the City for the property.
a. Budget Impact - $5,000 - The 2023-2024 FY Budget has allocated funds for both the General Plan and Housing Element Updates.
The money in next year’s budget would go towards survey and engagement materials.
Theme 3 - Build Upon our Fiscal Health
7. Cost of Service Study – Principal goal is to determine the full cost of the services the City provides. The objectives include, developing a rational basis for setting fees, identify subsidy amounts, if applicable, ensure compliance with state law, develop an updatable and comprehensive list of fees, and maintain in accordance with the city policies and goals, specifically the City’s Cost Recovery Policy. Cost of Services Studies should be updated every 3 to 5 years, the last one was conducted 5 years ago and with costs having changed significantly over this period of time, it is critical that the City begin this process. The City will a hire a specialized fee expert to conduct the study. a. Budget Impact - $35,000 for the hiring of a specialized fee expert to perform the study.
8. Recruit a Finance Director and Strengthen Fiscal Transparency – The Finance Director is an important position within the City, as the Finance Department interacts with all of the City’s Departments. It is important that the City recruit an individual who is a finance expert as well as a good fit for the community. We aim to find an individual who can explain our fiscal operations in an uncomplicated manner and in a way that accurately reflects what’s going on at City Hall. The City has recently received the Government Finance Officers Association (GFOA) Awards for Excellence in Financial Reporting and Distinguished Budget Presentation, hiring the right Finance director will help ensure that we continually improve our financial reporting and make sure we engage our residents. In order to cast as wide a net as possible, not impact the many other ongoing City recruitments, and to find the best candidate, we need to hire a public sector recruitment firm to assist with the recruitment process.
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a. Budget Impact - $25,000 has already been appropriated in this current fiscal year for a recruitment firm.
Theme 4 - Enhance Service Delivery
9. Public Facing Permitting/Permit Management System - Staff will make an assessment of the City’s current permitting system to determine what enhancements are required to improve both efficiency and transparency.
a. Budget Impact - No budget impact at this time, utilize City staff.
10. Public Works Asset Management Program - Implementation of an asset management program for all City infrastructure, facilities and fleet assets to include software licensing, start-up/training and collection of an asset inventory and condition assessments. The program will enable staff to better respond to the community’s needs, reduce potential liability exposure for the City, proactively manage the City’s assets, create and track work order history, ensure compliance with State laws and best practices, and more effectively and efficiently plan and budget for routine maintenance and capital project needs.
a. Budget Impact - $150,000 for the implementation of an asset management system.
11. Fleet Modernization through Enterprise Leasing Model - Implementation of an open-ended, municipal fleet leasing program to upgrade the City’s aging fleet with less upfront capital. The program will lower the average age of the fleet, reduce staff time associated with procurement of vehicles, reduce operating costs, and enable the City to maintain a manageable and more predictable year-over-year fleet budget with projected savings upwards of $500,000 over the next 10 years.
a. Budget Impact - $165,000 for first-year implementation.
12. Joint Use Agreement with the San Marino Unified School District – At the request of the City Council, staff will work with the City Council’s School District liaisons and the District in an attempt to negotiate a Joint Use Agreement. The agreement will aim to facilitate additional access to the District’s recreation amenities for potential programming by the City, while clarifying the various other agreements the City and the District currently have in place.
a. Budget Impact – Unknown. While current staff resources will be reprioritized to accomplish this initiative without additional funding, staff cannot anticipate the potential impacts of a newly negotiated agreement. Any budget impacts will be before the City Council for consideration at such time that an agreement is ready.
Budget impacts could range from new insurance expenses, personnel expenses, legal needs, etc.
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Following today’s selections, the City Council will have one additionally opportunity to consider the selections when the budget proposals are presented in April before they are formally included in the budget for adoption.
FISCAL IMPACT & PROCUREMENT REVIEW
This report possesses no fiscal impact and requires no procurement review.
LEGAL REVIEW
The City Attorney's office has reviewed and approved as to form.
RECOMMENDATION
Staff recommends that the City Council engage in a discussion and give direction on which priority initiatives they would like staff to incorporate into the City’s Fiscal Year 2023-24 work plan and budget.
ATTACHMENTS
1. FY 2023-24 Budget Calendar
2. FY 2023-24 Priority Initiative Feedback – Community Survey Results PAGE 32 of 294
Last Updated January 16, 2024
BUDGET CALENDAR: FY 2024-25
Potential FY 2024-25 Priority Initiatives January 26 (F) • Update on FY 2023-24 Priority Initiatives
• Department Head will present to Council new Operational Priority Initiatives • Community engagement between January 26 and February 26 to gain input on additional potential priority initiatives
FY 2023-24 Midyear Review, Five Year Financial Forecast, February 14 (W) FY 2024-25 Projections, and FY 2023-24 CIP status update • Presentation of the FY 2023-24 midyear report, Five Year Financial Forecast (General Fund and CIP), revenue and expenditure projections for FY 2024-25, and updated long term financial projection(s) • Presentation a status update of the FY 2023-24 CIP projects Selection of FY 2024-25 Priority Initiatives March 13 (W) • Council will receive brief (1-2 sentences) summaries of all proposed items • Council will select priority initiatives for the next year • (CIP Presented to Public Safety Commission and Other Commissions/Boards, as appropriate) Capital Improvement Plan (CIP) Presentation March 29 (F) • Detailed discussion with Council related to CIP (equipment and infrastructure at different meetings) • (Draft operational budgets shared with appropriate Commissions/Boards for feedback) Preliminary Operating Budget Study Session April 26 (F) • Departments will present Programs, Goals, and Metrics • Council will offer comment and adjustments
City Manager’s Proposed Budget and Capital Improvement Plan May 31 (F) • Presentation of the proposed budget and CIP
• Adoption of budget by Council
Final Budget & CIP Adoption - Only If Needed June 12 or June 28 (TBD)
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2024 Priority Initiative Survey Feedback
To facilitate community input on the City’s Budget Priority Initiative proposals, staff composed a survey listing each Priority Initiative Proposal, with a brief summary of their components, and questions to gauge general support and feedback. From January 26, 2024 to March 3, 2024, 77 responses were recorded to the survey. This survey was advertised on the City’s website, social media channels, the Weekly Briefing, targeted emails to key stakeholders and community groups, and at a Town Hall Meeting.
The attached summary is organized by Priority Initiative Proposal and lists the overall votes of support along with the individual comments provided by each one. Comments submitted by survey respondents are included exactly as they were provided with no editing by staff.
At the February 26th City Council Meeting, the Council directed staff to add an additional Priority Initiative Proposal for FY24-25 to create a Joint Use Agreement for facilities with the San Marino Unified School District. This was not included in the survey due to the timing of its proposal and the closing of the survey.
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0% 10% 20% 30% 40% 50% 60% 70% 80% 90% 100%
Cost of Service Study
Fleet Modernization through Enterprise Leasing Model
Body Worn Cameras
Educate the Community on the Public Safety Parcel Tax
Recruit a Finance Director and Strengthen Fiscal Transparency Public Facing Permitting/Permit Management System
General Plan Update
Public Works Asset Management Program
Complete the Housing Element Update
Continue Planning for the Future of Stoneman Campus
Implementation of Traffic Safety Recommendations
Summary of Results
Higher Priority Medium Priority Lower Priority
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Public Safety Excellence: Educate the Community on the Public Safety Parcel Tax Initiative Feedback
• Save money on mailings and costs -
• Except for new residents, everyone already knows about the Public Safety Parcel Tax • I think people understand this since it has been voted in, in previous years. • I think most residents are in favor - less need to spend time/money to educate us. • Hello, I submitted a survey already but there was nowhere to express my concern about the school system. It seems to have budget issues from the pandemic and hasn’t been able to fully recover. Can we invest in the schools too? Thank you for the opportunity to share our thoughts.
My family loves living in San Marino!
• Prepare for the questions around the $3.5m tax and the amount of the annual surpluss,. • Not sufficient information provided to make an informed decision. 8 15
20 14
20 0
5 10
15 20
25 Lower Priority Medium Priority Higher Priority
Public Safety Excellence: Educate the Community on
the Public Safety Parcel Tax
Medium Priority
26%
Lower Priority
30%
Higher Priority
44%
Public Safety Excellence: Educate the Community on
the Public Safety Parcel Tax
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Public Safety Excellence: Body Worn Cameras
Initiative Feedback
• It’s important to hold police accountable and this will enable a path to accountability. • This seems like a poor use of city funds.
• All data should be accessible to the public
• Again I think everyone understands the importance. How much training does anyone need? • Although I appreciate the necessity in some communities for police cameras, and the transparency it brings, I do not see the necessity since we do not have (to my knowledge) any accusations of any police mistreatment of citizens. I would be more in favor of this initiative if it would allow the police to prosecute.
• Not sufficient information in reference to how long the data would be kept and is there sufficient backup of the data for a minimum of three years.
• Funds would be better spent on camera for public buildings. 12 11
20 17 17
0 5
10 15
20 25
Lower Priority Medium Priority Higher Priority
Public Safety Excellence: Body Worn Cameras
Medium Priority
26%
Lower Priority
30%
Higher Priority
44%
Public Safety Excellence: Body Worn Cameras
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Public Safety Excellence: Implementation of Traffic Safety Recommendations Initiative Feedback
• Traffic safety is important and a major public safety issue. I urge the council to expand further upon these considerations to think about bike lanes, bike safety, and people-centric street design.
These changes can also improve foot traffic to San Marino businesses and boost tax revenue. • City MUST also evaluate/implement Traffic Task Force recommendations - our citizens deserve a responce to their work
• Safety in our community is key to San Marino
• Pedestrian safety engineering, slowing down traffic
• Wilson Avenue is too busy of a street. More traffic should route through El Molino instead of Granada. Cars frequently run the stop signs surrounding Stoneman. • Include stop sign visibility Del Mar & Lorain N/S direction dangerous Turn into a stop light to slow traffic or flashing crosswalk with larger stop sign
• Several intersections near the schools are unsafe--the east side crosswalk on Lorain/Virginia in particular. Additionally, the stop sign on Virginia across from the church is regularly run and needs lights for when the crossing guard is not present. Lastly, it sounds like there is racing on Huntington in the later evenings.
6 7
12 23
29 0
5 10
15 20
25 30
35 Lower Priority Medium Priority Higher Priority
Public Safety Excellence: Implementation of Traffic
Safety Recommendations
Medium Priority
16%
Lower Priority
17%
Higher Priority
67%
Public Safety Excellence: Implementation of Traffic
Safety Recommendations
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• High priority for congested traffic areas including Los Robles / Mission St. • The City of San Marino is getting overrun with traffic and we really need to do something to mitigate the problems. We are all losing the quality of life of living here. All the surrounding cities are developing plans to reduce traffic flow to their cities, while we do nothing. It is much more than a safety issue.
• Especially around the schools. The traffic flow and crossings are terrible. A crossing guard needs to be put on Huntington drive by Tony’s pizza
• I’d like to inform myself further on the first two bulletpoints listed, but the latter three sound like they would add to safety and traffic flow.
• Some curvy streets in the Library Estates area could use some speed bumps. Cars go very fast, especially downhill, and it’s scary for pedestrians and cyclists, especially children. • Consider speed bumps on Pasqualito, as people speed by Stoneman and refrain from stopping on the northbound/southbound stop signs on El Molino and Pasqualito. • Not sufficient information in reference to how long the data would be kept and is there sufficient backup of the data for a minimum of three years.
• need explanations of this before can determine if it's priority PAGE 39 of 294
Preserve our Residential Neighborhoods: General Plan Update Initiative Feedback
• we need to preserve our residential status!
• Okay with plan updates as long as the city does not look to take away, or further restrict, property owner rights. Owners should have a reasonable right to do what they wish with their property.
The limits have created a terrible, aging, housing stock in this city. • Address vacant home issue
• Again a qualify of life in San Marino issue
• Not sure what this means.
• Handling this in a responsible manner that preserves, to the extent possible, the unique nature of our single-family-residence town, is crucial to our town’s future. • Inadequate information to rate, but preservation of our community neighborhoods is an important priority.
• Unable to make an intelligent decision with little or no information. • need more explanation of long term plan
8 5
21 19
24 0
5 10
15 20
25 30
Lower Priority Medium Priority Higher Priority
Preserve our Residential Neighborhoods:
General Plan Update
Medium Priority
27%
Lower Priority
17%
Higher Priority
56%
Preserve our Residential Neighborhoods:
General Plan Update
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Preserve our Residential Neighborhoods: Complete the Housing Element Update Initiative Feedback
• reduce consultants
• Address vacant home issue
• Neighborhood preservation efforts have gone too far. City needs to scale back these efforts and restrictions
• Very concerned about housing element in our single family home neighborhood • Like the General Plan update, the Housing Update, done carefully, is crucial to preserving our city’s unique, single-family residential character, to the extent possible. Our city must do its best to adhere to expectations, but also rein in overdevelopment that would change our city’s character.
• Hearing rumors of apartment buildings with low income housing—please consider this on Huntington in the commercial area where vacancies abound. • Inadequate information to rate.
• Please provide all the history and current status of the needed questions. 9 4
19 17
28 0
5 10
15 20
25 30
Lower Priority Medium Priority Higher Priority
Preserve our Residential Neighborhoods:
Complete the Housing Element Update
Medium Priority
25%
Lower Priority
17%
Higher Priority
58%
Preserve our Residential Neighborhoods:
Complete the Housing Element Update
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Preserve our Residential Neighborhoods: Continue Planning for the Future of Stoneman Campus
Initiative Feedback
• A clear plan for this site is still needed before making it a priority. There needs to be alignment within the council and the community, which it doesn’t sound like there is. • It is important to find a solution. Having Stoneman used for multi unit housing with entrances on Huntington Drive would meet some requirements and protect neighborhood streets for single family dwellings. multi unit housing with entrances on Huntington Drive • Very concerned about housing element in our single family home neighborhood • I know “solving the Stoneman problem” is a perennial issue. I see City officials and others chomping at the bit to push the idea of a “senior living” initiative. While I’m not necessarily against this, I’d like to urge caution that any such proposal needs to be something that would be attractive to residents and the existing neighborhood, who stand to lose a lot. There is a typical “developers plan” to turn properties into “senior housing” which is really just an excuse to build as much high density housing as possible, with state and local subsidies for “senior housing.” The city should not fall prey to these proposals. A “55+ community” might be a viable option. I would also much prefer an academic institution with student housing rather than a “senior living” or assisted living 4 4
20 18
31 0
5 10
15 20
25 30
35 Lower Priority Medium Priority Higher Priority
Preserve our Residential Neighborhoods:
Continue Planning for the Future of Stoneman Campus
Medium Priority
26%
Lower Priority
10% Higher Priority
64%
Preserve our Residential Neighborhoods:
Continue Planning for the Future of Stoneman Campus
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proposal. In any case it is important to get a plan that the city supports. An aquatics center for the city would fill a void in our city, and San Marinans have always excelled at aquatic sports.
Perhaps a regulation-sized pool with some added housing would be the best of all worlds. If we have $8-10 mwe cillion to spend on the Community Center, an spend on this. • Traffic and safety concerns for congregation of people. Property tax considerations (make them lower) for neighboring houses who may suffer a drop in house value. Senior living would be better than a mix-use structure.
• Avoid any partnership with private partners.
• Use alternative resources, NOT Stoneman that are currently available. ilable. • this is wasted space until someone makes a decision
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Build Upon our Fiscal Health: Cost of Service Study
Initiative Feedback
• If this isn’t too costly it can be undertaken.
• depends on cost of expert
• Cost cutting should also be included in the study. We cannot have an ever growing budget. We should find ways to make investments today that are offset by savings in the future with a health return on investment.
• Do not increase charges except for emergency services. • if the city has significant reserves, why? why are additional taxes and library fundraising in effect if the city has surplus funds?
6 15
30 11
15 0
5 10
15 20
25 30
35 Lower Priority Medium Priority Higher Priority
Build Upon our Fiscal Health: Cost of Service Study
Medium Priority
39%
Lower Priority
27%
Higher Priority
34%
Build Upon our Fiscal Health: Cost of Service Study
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Build Upon our Fiscal Health: Recruit a Finance Director and Strengthen Fiscal Transparency
Initiative Feedback
• Financial transparency and optimizing the budget is important. Again, please assess cost effectiveness of the recruiting agency when contracting them. • cost?
• This sounds like a software problem. Finances should be tracked through a software that can easily produce reports for transparency.
• The City is fiscally pretty transparent. I don't think anyone but the paranoid people think differently.
• I support this initiative. It seems it is difficult for our city to retain finance directors. • I'd be pleased to help on this. Our budgeting process was really good under Paul. Create more operating metrics and put them on a dashboard.
• We should know the cost of services provided to the community. We should also determine that there is adequate usage of those offerings.
8 9
22 22
16 0
5 10
15 20
25 Lower Priority Medium Priority Higher Priority
Build Upon our Fiscal Health: Recruit a Finance
Director and Strengthen Fiscal Transparency
Medium Priority
29%
Lower Priority
22%
Higher Priority
49%
Build Upon our Fiscal Health: Recruit a Finance
Director and Strengthen Fiscal Transparency
PAGE 45 of 294
• You did not spell out what the purpose of hiring another employee would be a benefit to the taxpayers.
• this is a higher priority, with the assumption that nobody is already on staff dedicated to doing this
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Enhance Service Delivery: Public Facing Permitting/Permit Management System Initiative Feedback
• Making the daily life of people interacting with these services/platforms is really important.
Improving the user interface also improves the brand image of San Marino. I would add to this improving the library record system.
• Staff does this well already
• permit procvess should be easy for residents
• Yes! And we should promote development in this City! The homes are old and terribly maintained.
Many new residents buy and remodel because homeowners don't want to go through the headache while being a resident. The issue is, remodels take YEARS to complete. Existing residents have ghosts for neighbors followed by construction crews then finally new neighbors. The City needs to do better to approve home remodels and new construction. • Expedite the design & review process for house rennovations • This sounds somewhat vague. Most residents don’t do major renovations more than once in their lives so is this mainly for big developers? I don’t have the sense that it’s so extremely complicated to keep track of permitting of projects in the city. I also sense that this might be shorthand for “let’s do away with systems like DRC and Planning Commission that ensure what’s being built is 7 6
24 18
22 0
5 10
15 20
25 30
Lower Priority Medium Priority Higher Priority
Enhance Service Delivery: Public Facing
Permitting/Permit Management System
Medium Priority
31%
Lower Priority
17%
Higher Priority
52%
Enhance Service Delivery: Public Facing
Permitting/Permit Management System
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high quality and architecturally and historically of high quality.” Improved records maintenance would be useful.
• Your current computer system is not adequate for end-users and contractors to gain information on what the statuses is of a project.
• permits are inconsistent and take too long, discouraging people from investing in the city for business and residential upgrades
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Enhance Service Delivery: Public Works Asset Management Program Initiative Feedback
• public facing items should be prioritized
• these studies sound good but often just result in more paper that gets outdated and useless • This seems quite important even though our tiny city really doesn’t need a massive “asset management program.” . The city has a terrible track record of maintaining its properties. I am often shocked that I have to point out obvious maintenance problems - to be honest I see this being more of a problem with staff in charge of facilities maintenance not doing its job or even just “walking the sites” to spot obvious problems. But if a “public works asset management program” would help maintain our buildings better, I would be in favor of that. • We don’t have street lamps below Plymouth on El Molino, trees are over grown in a variety of neighborhoods, and plants are dying in dividers on Huntington Dr • Keep the taxpayer up to date with the changes and how to use them on the computer. 4 8
21 24
20 0
5 10
15 20
25 30
Lower Priority Medium Priority Higher Priority
Enhance Service Delivery: Public Works Asset
Management Program
Medium Priority
27%
Lower Priority
16%
Higher Priority
57%
Enhance Service Delivery: Public Works Asset
Management Program
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Enhance Service Delivery: Fleet Modernization through Enterprise Leasing Model Initiative Feedback
• This seems less urgent and can be considered in the long-term. • if it's cheaper
• Not sure how new cars improve community safety but if you all want new cars just make sure it's a good investment.
• Please transition to EVs for health, climate, and financial reasons (e.g. lower cost of operation) • If the above description is correct - that there will be cost savings without any lower quality of the fleet - then of course I would be in favor.
• I'd like to learn more about this. If we outsource our fleet, would that include reduction in headcount?
• Make this information transparent to the taxpayers. Write good instructions on how to get to desired data.
14 9
23 22
9 0
5 10
15 20
25 Lower Priority Medium Priority Higher Priority
Enhance Service Delivery: Fleet Modernization through
Enterprise Leasing Model
Medium Priority
30%
Lower Priority
30%
Higher Priority
40%
Enhance Service Delivery:Fleet Modernization through
Enterprise Leasing Model
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TO: Mayor and City Council
FROM: Philippe Eskandar, City Manager
BY: Isidro Figueroa, Community Development Director
DATE: March 13, 2024
SUBJECT: ADOPTION OF ORDINANCE NO. O-24-1411 (SECOND
READING) AMENDING MUNICIPAL CODE SECTIONS
23.01.01 AND 23.02.25 TO IMPLEMENT STATE LAW
REGARDING ACCESSORY DWELLING UNITS
STRATEGIC PLAN CRITICAL SUCCESS FACTORS
Beautiful, Preserved, Single-Family Neighborhoods
Efficient, Responsive, and Effective City Services
Safe Community
BACKGROUND
Local jurisdictions have little discretion and limited authority to adopt local regulations or restrictions when it comes to accessory dwelling units (ADUs) and junior accessory dwelling Units (JADUs). Staff has prepared an ADU Ordinance for City Council consideration that updates the City’s Municipal Code to make it consistent with recent changes to state law.
The City’s Housing Element Encourages the Development of ADUs/JADUs
The City Council has expressed support for encouraging development of ADUs and JADUs as one of several tools to provide additional housing options throughout the City and to meet the City’s Regional Housing Needs Allocation determination. The City Council provided direction to Staff on ADU development during discussions throughout the 6th Cycle Housing Element update. The City’s 6th Cycle Housing Element contains several policies intended to incentivize and promote the construction of ADUs.
Steven W. Huang, DDS, Mayor
Gretchen Shepherd Romey, Vice Mayor
Tony Chou, Council Member
Calvin Lo, Council Member
Steve Talt, Council Member
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Specifically, the City’s Housing Element acknowledges that “[t]he provisions of ADUs (Accessory Dwelling Units) and JADUs (Junior Accessory Dwelling Units), and the adoption of a voluntary Universal Design program, can help to address these special needs [referring to disabled senior citizens].” Policy 1.3 of the Housing Element is to “[c]ontinue to encourage and promote the development of accessory dwelling units as an important housing resource.”
Policy 1.4 of the Housing Element is to “[e]ncourage the construction of attached accessory dwelling units and junior accessory dwelling units to house multi-generational families, and as a source of affordable housing for extremely low- and lower-income households and persons with disabilities (including those with developmental disabilities).”
In order to implement Policies 1.3 and 1.4, the City has adopted Programs
1.2, 1.3, and 1.4 of the Housing Element to encourage ADU/JADU construction. Program 1.2 is for the City to encourage and facilitate ADU/JADU construction by utilizing pre-approved plans that have already gone through the City’s building plan check process and which meet the City’s guidelines for architectural design, to save time and money for applicants. Under Program
1.2, the City will also consider adoption of a program to financially assist lowincome property owners in the development of JADUs through a low-interest or forgivable loan in exchange for continued affordability, beginning with a pilot program.
Under Program 1.3, the City will annually monitor the effectiveness of its strategy for encouraging ADU/JADU construction and suggests that if the City is not meeting its objectives for ADU/JADU construction by 2024 that it consider updating the City’s ADU/JADU Ordinance to ensure compliance with state law.
Program 1.4 calls for the City to distribute information on ADUs and their required development standards with the goal of achieving an average construction rate of 25-30 annually. The City will post information and/or links about ADUs, their costs, financing, tax implications, and return on investment on its website.
The City’s General Plan Encourages the Development of ADUs/JADUs The proposed Ordinance is also consistent with the City’s General Plan.
Specifically, the proposed Ordinance complies with Objectives L.1 (Estate Residential), L.2 (Very Low Density Residential), and L.3 (Low Density Residential) of the General Plan which permit residential areas to have ADUs/JADUs to meet state housing requirements.
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The City’s ADU Ordinance Needs Updating to Comply with State Law The City last updated its Municipal Code sections governing ADUs and JADUs in 2020.
Over the past three years, Governor Newsom has signed into effect a multitude of new laws that impact ADUs and JADUs:
• 2021: AB 345 (permitting separate conveyance of ADUs from primary dwellings in limited circumstances), AB 3182 and AB 68 (streamlining ADU approvals);
• 2022:SB 897 and AB 2221 (increasing height limits of ADUs); and • 2023: AB 976 (extending ability to impose owner-occupancy requirements), and AB 1332 (pre-approved ADU plan sets).
On November 21, 2023, the Planning Commission conducted a special public hearing to review and take public comment on Ordinance No. O-23-1409. The Planning Commission unanimously voted (5-0) to adopt Planning Commission Resolution No. PCR-23-18, recommending that the City Council adopt Ordinance No. O-24-1411 with revisions to correct formatting errors, eliminate landscaping as a basis of obscuring windows with direct sight, and further review and address the concerns from the public comment received by the California Housing Defense Fund (CalHDF).
On February 23, 2024, the City Council conducted a public hearing to review and take public comment on the proposed Ordinance. The City Council unanimously voted 5-0 on a motion to waive full reading and introduce by title only Ordinance No. O-24-1411 with amendments to the Ordinance to clarify new height limits for ADUs, location of ADUs in proximity to protected trees and ensure terminology for an efficiency kitchen and public transit are clearly defined. All amendments have been incorporated into the Ordinance, which is attached to this staff report as Attachment 1.
DISCUSSION
Staff has prepared an Ordinance for your review (Attachment No. 1), which would amend Municipal Code Sections 23.01.01 (Definitions) and 23.02.25 (Accessory Dwelling Units). The proposed Ordinance would make the following changes to the Municipal Code:
1. Clarifying the setback requirements for ADUs/JADUs on corner lots;
2. Increasing possible height limits of ADUs/JADUs as required by state law if located near a major public transit hub;
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3. Clarifying that attached ADUs must have separate exterior access;
4. Clarifying that detached ADUs must be located six feet or more from each dwelling, building, and other structure on the property;
5. Clarifying that this separation distance includes any mechanical or heating, ventilation, air conditioning equipment that is on the exterior of an ADU/JADU;
6. Clarifying that a JADU must contain an efficiency kitchen;
7. Adding a definition of “Primary Dwelling Unit” or “Primary Residence” to the Municipal Code;
8. Clarifying that City does not require will-serve letters from water suppliers;
9. Adding a requirement that ADUs/JADUs must be located to preserve established, heritage, or oak trees;
10. Clarifying that ADUs/JADUs will not be given separate street addresses from the primary unit unless the Director of Community Development determines that one is required for public safety purposes;
11. Adding a requirement that all detached ADUs shall comply with City Pre-Approved Roof Materials Colors and Applications and the City’s Window and Door Replacement Procedure and Pre-Approved Window and Exterior Door Materials List; and
12. Adding a requirement that when an ADU is created by converting or demolishing a garage, the door to the ADU must maintain its architectural style to continue to appear as a vehicle entrance if visible from the public right-of-way.
CEQA Review
The City reviewed the environmental impacts of this Ordinance under the California Environmental Quality Act (Public Resources Code §§ 21000, et seq. “CEQA”) and the regulations promulgated thereunder (14 Cal. Code of Regs. §§ 15000, et seq., the “CEQA Guidelines”) and this Ordinance is not subject to further review for the following reasons: (1) the Ordinance is exempt pursuant to Public Resources Code section 21080.17, which exempts the local adoption of ordinances regarding second units in single or multifamily residential zones; (2) the Ordinance is exempt under CEQA Guidelines (14 PAGE 54 of 294
Cal. Code Regs. § 15301), which exempts projects involving the minor alteration of existing residences involving negligible or no expansion of use beyond that already in existence; (3) it will not result in a direct or reasonably foreseeable indirect physical change in the environment (14 Cal. Code Regs. § 15060(c)(2)); (4) there is no possibility that the Ordinance may have a significant effect on the environment (14 Cal. Code Regs. § 15061(b)(3)); and (5) the Ordinance, by itself, does not constitute a “project” as defined in the CEQA Guidelines (14 Cal. Code Regs. § 15378). The Ordinance is for general policies and procedure-making. It can be seen with certainty that there is no possibility that the Ordinance may have a significant effect on the environment.
FISCAL IMPACT & PROCUREMENT REVIEW
There is no new financial impact. Procurement review is not applicable.
LEGAL REVIEW
The City Attorney's office has reviewed and approved as to form.
RECOMMENDATION
Staff recommends the City Council adopt Ordinance No. O-24-1411. If the City Council concurs with staff’s recommendation an appropriate motion would be:
“I move to adopt Ordinance No. O-24-1411, an Ordinance of the San Marino City Council amending Municipal Code Sections 23.01.01 and 23.02.25 to implement State law regarding accessory dwelling units.”
ATTACHMENTS
1. Ordinance No. O-24-1411
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ORDINANCE NO. O-24-1411
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN
MARINO AMENDING MUNICIPAL CODE SECTIONS 23.01.01
(DEFINITIONS) AND 23.02.25 (ACCESSORY DWELLING UNITS) TO
IMPLEMENT STATE LAW REGARDING ACCESSORY DWELLING
UNITS
THE CITY COUNCIL OF THE CITY OF SAN MARINO DOES ORDAIN AS FOLLOWS:
SECTION 1. RECITALS
WHEREAS, Chapter XXIII (Zoning and Development, Advertising and Signs, Fences and Walls) of the City of San Marino’s Municipal Code (“Planning and Zoning Code”) provides for the organized, predictable, and efficient development of land within the City; and WHEREAS, the Planning and Zoning Code establishes land use districts throughout the City and regulates the development of land in each district, including construction of accessory dwelling units (ADUs) and junior accessory dwelling units (JADUs); and WHEREAS, in recent years, the California Legislature has approved, and the Governor has signed into law, a number of bills that have amended Government Code Sections 65852.2 and 65852.22 to impose limits on local authority to regulate ADUs and JADUs; and WHEREAS, the City last updated its Municipal Code sections governing ADUs and JADUs in 2020; and
WHEREAS, since 2020 the California Legislature has approved, and the Governor has signed into law, a number of bills that have amended Government Code Sections 65852.2 and 65852.22 to impose limits on local authority to regulate ADUs and JADUs ((2021: AB 345 (permitting separate conveyance of ADUs from primary dwellings in limited circumstances), AB 3182 and AB 68 (streamlining ADU approvals)); (2022: SB 897 and AB 2221 (increasing height limits of ADUs)); and (2023: AB 976 (owner-occupancy requirements), and AB 1332 (pre-approved ADU plan sets)); and
WHEREAS, the City Council of the City of San Marino seeks to update its Municipal Code to bring it into conformance with state law on ADUs and JADUs; and WHEREAS, this Ordinance revises the Municipal Code to increase the allowable height limits for ADUs when the ADU is located near a public transit hub as required by the Government Code and to make other changes to bring the Municipal Code into conformance with state law and clarify existing ambiguities in the City’s regulation of ADUs and JADUs; and WHEREAS, on November 21, 2023, the Planning Commission conducted a duly noticed public hearing to consider the proposed Ordinance and recommended to the City Council that it adopt the proposed Ordinance; and
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WHEREAS, notice of Public Hearing before the City Council was duly given and published in the time, form, and manner as required by law; and
WHEREAS, on March 13, 2024, the City Council considered this Ordinance. Its findings are made based on the entire administrative record including testimony and evidence presented to the Planning Commission on November 21, 2023, and to the City Council at its February 23, 2024, public hearing, including, without limitation, the staff report submitted by the Director of Community Development.
SECTION 2. GENERAL PLAN. Pursuant to Government Code § 65860, the City Council hereby determines that this Ordinance is compatible with, consistent with and integrated with all other elements of the City’s General Plan.
1. The City Council determines that this Ordinance is compatible with Objective L.1 of the General Plan (Estate Residential), which “provide[s] an estate area with large lot sizes in the hilly terrain of the northwestern area of the City for single-family residential use[]” and has a policy of allowing single-family residences to have “‘second units’ as defined by the City of San Marino in order to meet state housing requirements, and limited accessory structures to the primary residence.”
2. The City Council determines that this Ordinance is compatible with Objective L.2 of the General Plan (Very Low Density Residential), which “provide[s] residential area districts with large lots in traditional neighborhood patterns for single-family residential use[]” and has a policy of allowing single-family residences to have “‘second units’ as defined by the City of San Marino in order to meet state housing requirements, and limited accessory structures to the primary residence.”
3. The City Council determines that this Ordinance is compatible with Objective L.3 of the General Plan (Low Density Residential), which “provide[s] residential area districts that reflect the predominant pattern of residential development in the City – single-family development on standard size residential lots[]” and has a policy of allowing single-family residences to have “‘second units’ as defined by the City of San Marino in order to meet state housing requirements, and limited accessory structures to the primary residence.” SECTION 3. AMENDMENT. Section 23.01.01 (Definitions) of the San Marino Municipal Code is amended in its entirety and shall read as shown in Exhibit “A” to this Ordinance.
SECTION 4. AMENDMENT. Section 23.02.25 (Accessory Dwelling Units) of the San Marino Municipal Code is amended in its entirety and shall read as shown in Exhibit “B” to this Ordinance.
SECTION 5. ENVIRONMENTAL. The City Council finds and determines that this ordinance is not subject to further review under the California Environmental Quality Act (Public Resources Code §§ 21000, et seq.; “CEQA”) for the following reasons: (1) the ordinance is exempt pursuant to Public Resources Code section 21080.17, which exempts the local adoption of ordinances regarding second units in single or multifamily residential zones; (2) the ordinance is exempt under CEQA Guidelines (14 Cal. Code Regs. § 15301), which exempts PAGE 57 of 294
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projects involving the minor alteration of existing residences involving negligible or no expansion of use beyond that already in existence; (3) it will not result in a direct or reasonably foreseeable indirect physical change in the environment (14 Cal. Code Regs. § 15060(c)(2)); (4) there is no possibility that the ordinance may have a significant effect on the environment (14 Cal. Code Regs. § 15061(b)(3)); and (5) the ordinance, by itself, does not constitute a “project” as defined in the CEQA Guidelines (14 Cal. Code Regs. § 15378). The Ordinance is for general policies and procedure-making. It can be seen with certainty that there is no possibility that the Ordinance may have a significant effect on the environment.
SECTION 6. SEVERABILITY. If any section, subsection, subdivision, paragraph, sentence, clause or phrase of this Chapter, or its application to any person or circumstance, if for any reason is held to be invalid or unenforceable, such invalidity or unenforceability shall not affect the validity or enforceability of the remaining sections, subsections, subdivisions, paragraphs, sentences, clauses or phrases of this Chapter, or its application to any other person or circumstance. The City Council declares that it would have adopted each section, subsection, subdivision, paragraph, sentence, clause or phrase hereof, irrespective of the fact that any one or more other sections, subsections, subdivisions, paragraphs, sentences, clauses or phrases hereof be declared invalid or unenforceable.
SECTION 7. CONSTRUCTION. This Ordinance must be broadly construed to achieve the purposes stated in this Ordinance. It is the City Council’s intent that the provisions of this Ordinance be interpreted or implemented by the City and others in a manner that facilitates the purposes set forth in this Ordinance.
SECTION 8. VALIDITY OF PREVIOUS CODE SECTIONS. If this entire Ordinance or its application is deemed invalid by a court of competent jurisdiction, any repeal or amendment of the SMMC or other city ordinance by this Ordinance will be rendered void and cause such previous SMMC provision or other city ordinance to remain in full force and effect for all purposes.
SECTION 9. PUBLICATION AND EFFECTIVE DATE. The Mayor shall sign and the City Clerk shall attest to the adoption of this Ordinance and shall cause the same to be published as required by law. This Ordinance takes effect 30 days from the date of its adoption.
PASSED, APPROVED, AND ADOPTED this 13th day of March, 2024. ________________________
STEVEN W. HUANG, DDS
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ATTEST:
_________________________
ALISON WALKER
CITY CLERK
APPROVED AS TO FORM:
____________________________
JOSEPH MONTES
CITY ATTORNEY
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss
CITY OF SAN MARINO )
I HEREBY CERTIFY that the foregoing City of San Marino Ordinance No. O-24-1411 was introduced and read by title at a Regular Meeting of the San Marino City Council held on the 23rd day of February, 2024, and was adopted on second reading at a meeting of the City Council held on the 13th day of March, 2024, by the following vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
____________________________
ALISON WALKER
CITY CLERK
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EXHIBIT A
23.01.01: DEFINITIONS:
When not consistent with the context, words used in the present tense include the future; words in the singular form include the plural; those in the plural form include the singular. The word "shall" is mandatory; the word "may" is permissive. The following words and phrases, when used in this chapter shall, for the purpose of this chapter, have the meanings respectively ascribed to them in this section:
ABUT: To adjoin at or along a common lot line or corner, except where such common lot line or corner is located in the right-of-way of a public street.
ACCESSORY BUILDING: Any building, the use of which is subordinate to that of the main building which includes, but is not limited to, garages, second units, recreation buildings, workshops, greenhouses, offices and storage sheds.
ACCESSORY DWELLING UNIT: Accessory Dwelling Unit (also "ADU", "second unit," or "granny unit") shall mean an attached or detached residential dwelling unit which provides complete independent living facilities for one or more persons. It shall include a kitchen as defined in this Chapter, a full bath, and permanent provisions for living, sleeping, eating, cooking, and sanitation on the same parcel where the primary single-family residence is situated. An accessory dwelling unit also includes an "Efficiency Unit" as defined in Health and Safety Code Section 17958.1 and a "Manufactured Home" as defined in Health and Safety Code Section 18007.
1. "ATTACHED ADU" shall mean a new ADU is constructed as a physical expansion (i.e. addition) to the primary dwelling and is attached to the single family dwelling unit by one (1) or more common walls. An Attached ADU shall have a separate exterior access. The exterior access shall be a standard exterior door and shall be located in a manner that will preserve, to the greatest extent feasible, the privacy of the primary residence and any adjoining residences and, to the greatest extent feasible, shall not be visible from the street.
2. "CONVERTED ADU" shall mean an ADU created within the interior of an existing structure that occupies part of the floor area of the existing structure, as defined in this chapter. A converted ADU does not include an ADU that would: (a) increase the height of an existing structure; (b) require removal of more than fifty (50) cubic yards as part of the excavation of an existing structure; or (c) increase the livable area of the existing structure by more than one hundred fifty (150) square feet beyond its existing physical dimensions for the purpose of accommodating ingress and egress.
3. "DETACHED ADU" shall mean a new ADU that is located on the property such that the unit does not share any walls with the single family dwelling unit or multiple family dwelling unit, and the distance between nearest point of any portion of the unit and the single family dwelling unit or multiple family dwelling unit is six feet (6') or more. A Detached ADU shall be located six feet (6') or more from each dwelling, building, and other structure on the property.
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ADULT ENRICHMENT CENTER: An establishment which provides instructional, and personal improvement classes, related and secondary to its permitted primary use. An adult enrichment center shall provide such services only for persons over the age of seventeen (17) and may be held only between the hours of six o'clock (6:00) P.M. and ten o'clock (10:00) P.M.
ALLEY: Any public roadway without curbs or sidewalks having a width that does not exceed twenty feet (20') that is primarily used for access to the rear or side yards of abutting residential properties.
ARCHITECTURAL FEATURE: A decorative feature that is supported from an exterior wall of a building, has no foundation to the ground, adds no additional floor space.
ASSISTANT: A person who is subordinate to the owner of a business, including a home occupation.
AUTO GROOMING/DETAILING SERVICES: An establishment which only provides hand washing, waxing, and interior cleaning services for automobiles.
BASEMENT: The portion of a building that is below the adjacent natural grade and the ceiling of which is no more than five feet (5') above the average level of the highest and lowest points of the natural grade immediately adjacent to the exterior walls of the building.
BEDROOM: Any room which is not a kitchen, dining room, living room, family room or bathroom and which is designated as a bedroom or is capable of being used for sleeping quarters, which contains a closet, or to which a closet could be added, which has a nearby or adjacent bathroom, and which meets the requirements contained in section 23.02.10 of this chapter.
BLOCK: The property abutting on one side of a street and lying between the two (2) nearest intersecting or intercepting streets or between the termination of such street and the nearest intersecting or intercepting street. Where the boundary line of the City or where the boundary line of any zone established by this chapter intersects or intercepts a street in a block, the block shall be considered to end at the City boundary line or at such zone line.
BOARDER: An individual who regularly or temporarily gets the use of a room at another's home for pay.
BUILDING/STRUCTURE: The terms "building" and "structure" shall be synonymous and shall mean that which is framed, erected, constructed or placed to stand temporarily or permanently on a lot. Driveways, patios, decks or walks not more than six inches (6") higher than the ground on which they rest shall not be considered buildings.
CARPORT: A roofed structure, other than a garage or a porte- cochere, whether or not attached to another structure, which could be used to protect a parked vehicle from rain, sun, wind, or other similar environmental elements. Structures that are temporary in nature or are constructed in such a way as to be collapsible, and are used to shelter a vehicle, shall be considered a carport.
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CIRCULAR DRIVEWAY: A driveway which has one or more curb cuts which provides an area in the front yard for turning around or parking a vehicle, and which is not necessary to provide direct access from a street to a garage.
COMMERCIAL BUILDING: Any structure used for a commercial purpose.
COMMISSION: The City Planning Commission 1 .
COMMUNITY ENRICHMENT OF SAN MARINO HIGH SCHOOL GRADUATION CELEBRATION: The design, assembly, preparation, and storage of theatrical scenery, panels, sets, and props for the annual Parent Teacher Student Association sponsored theme party for the graduating high school senior class of San Marino High School.
COMPATIBLE: Having an architectural style, visual bulk, massiveness, height, width and length which is compatible with the neighborhood and which harmonizes with the existing residential or commercial structures in the neighborhood and, in the case of a building addition, with the existing building.
CONVENIENCE MARKETS: Retail stores selling food (for off site consumption), household items and other related retail items. Convenience markets shall contain no more than four thousand (4,000) square feet of gross floor area.
CORNER LOT: A lot situated at the junction of and abutting on two (2) intersecting streets.
COUNCIL: The City Council.
COURT SURFACE: The area of a lot designated and approved for recreational court purposes.
The court surface may or may not be paved or marked by permanent boundaries.
DATUM PLANE 2 : In the R-1 Zone the datum plane for a building shall be a horizontal plane passing through the average of the highest and lowest points of the existing grade along that face of the structure which is nearest to the street. In Zone C-1 the datum plane for a building shall be a horizontal plane passing through the front property line grade, as shown on the plans and profiles in the Office of the City Engineer, at a point where such property line intersects the centerline of that part of the building facing upon or approximately parallel to such street. In case there are no such plans or profiles, the City Engineer shall establish such grade.
DRIVEWAY: A paved or impervious strip of land having the purpose of providing access from the street through a curb cut to a garage.
DWELLING: Any building or portion thereof which is occupied, in whole or in part, as a home or residence.
DWELLING UNIT: One or more rooms in a dwelling designed for occupancy by one family and having only one kitchen.
EFFICIENCY KITCHEN: A cooking facility with appliances, a food preparation counter, and storage cabinets that are of reasonable size in relation to the size of the junior accessory dwelling unit as defined by Government Code § 65852.22(a)(6).
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EMERGENCY SHELTER: A facility that provides immediate and short term housing with minimal support services for homeless persons.
FAMILY: An immediate family related by blood, marriage or adoption, or a group of individuals who are unrelated and live together as a single housekeeping unit in a dwelling unit. This shall not include an individual paying rent to a landlord for the purpose of temporarily residing in a dwelling unit.
FENCES: A wall or similar enclosing structure made of wood, iron, masonry or other material, partially or completely opaque in its surface area.
FINISHED GROUND SURFACE: The ground surface within a yard which has been surfaced with concrete, brick, stones, bituminous materials, crushed rock, gravel, sand or similar materials or on which grass, flowers, shrubbery or trees have been planted or which has been graded in preparation for surfacing or planting.
FOOTPRINT: The area of a lot covered by the first floor of the main residential building including an attached garage but excluding covered or uncovered porches or patios, chimneys, or other architectural features.
FRONT YARD: That portion of a lot in front of the main building footprint facing the street and which extends across the entire width of the lot; provided, however, that upon vacant property, the front yard shall be the yard between the front line of the lot and the front yard setback line ascribed to such lot, and which extends across the entire width of the lot.
FRONT YARD SETBACK LINE: A line parallel with the front lot line at a distance equal to the minimum required front yard dimensions for the appropriate area district as contained within this chapter.
FULL BATH: A room with a working sink, shower or bathtub and toilet.
GARAGE: A building or portion of a building, having a door and enclosed by walls on at least three (3) sides in which motor vehicles used by occupants of the building or buildings on the lot are stored or kept.
HEDGE: A row of planted trees, shrubs or other vegetation that forms a physical boundary or barrier, or otherwise obscures visibility into or onto the property upon which it is located.
HEIGHT: The vertical distance from the datum plane to the highest part of a building, including penthouses, water tanks and their enclosures, elevator enclosures and all other roof structures, excluding chimneys and architectural features.
HEIGHT OF FENCE OR YARD WALL: The height of any fence or yard wall at any point shall be the difference in elevation between the top of the fence or yard wall and the finished ground surface at a point within one foot (1') from the fence or yard wall, measured at right angles from the lowest grade elevation.
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HEIGHT OF RETAINING WALL: The height of any retaining wall shall be the height of its exposed vertical surface.
HOME OCCUPATION: The conduct of a business within a dwelling unit or residential site, employing occupants of the dwelling, with the business activity being subordinate to the residential use of the property. Examples include, but are not limited to, in-home tutoring, accountants and financial advisors, architects, artists, attorneys, offices for construction businesses (no equipment or material storage), and real estate sales. This category includes cottage food uses, consistent with State law.
IMMEDIATE FAMILY: Parents and their children, legal guardianships, mother, father, mother-inlaw, father-in-law, brother, sister, brother-in-law, sister-in-law, grandparents or grandchildren.
IMPERVIOUS COVERAGE: Shall include, but not be limited to, driveways, walkways, circular driveways and sidewalks that do not allow rainwater to be directly absorbed by the ground.
Compacted soil or decomposed granite that prevents percolation of runoff shall be considered impervious coverage. Surfaces such as brick pavers, laid stones, or slate adjoined to constitute one solid surface, shall be impervious coverage.
INTERIOR LOT: A lot having only one street frontage.
JUNIOR ACCESSORY DWELLING UNIT: Also known as “junior ADU” or “JADU” shall have the same meaning as defined in the California Government Code section 65852.22, as amended from time to time. A JADU must contain at least an efficiency kitchen, which includes cooking facilities, a food preparation counter, and storage cabinets that are of reasonable size in relation to the junior accessory dwelling unit.
KEY LOT: A lot, the side line of which abuts the rear line of one or more adjoining lots.
KITCHEN: Kitchen shall mean a room or portion thereof containing permanent facilities designed and used for food preparation, cooking, eating and dish washing. A kitchen shall include all of the following: a sink with hot and cold running water; a built-in range, or stove-top and an oven; at a minimum, an apartment-sized refrigerator (minimum 10 cubic feet). In addition to the aforementioned improvements, a kitchen may also include any of the following:
microwave, convection oven, hot plate or automatic dish washer.
LICENSED RESIDENTIAL CARE FACILITIES: State licensed facilities maintained and operated to provide nonmedical residential care, day treatment, or foster agency services for six (6) or fewer adults, children, or adults and children and which are required by State law to be treated as a single housekeeping unit for zoning purposes.
LIGHT FIXTURE(S): An assembly, including housing, reflectors and lenses, which accommodates a lamp. A supporting pole and arm are not parts of a light fixture.
LIVABLE AREA: The square footage of all floor areas of a building, including basements, measured from the exterior faces of walls, excluding the following:
A. Open porches,
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B. Open patios,
C. Pergolas,
D. Garages,
E. Attics that are not provided with heating or cooling appliances or systems, F. Basements that do not exceed the maximum allowable size under subsection 23.02.19A of this chapter,
G. Subterranean parking spaces and related turnaround areas.
Accessory buildings that are provided with heating or cooling appliances or systems shall constitute livable area. Accessory buildings that are not provided with heating or cooling appliances or systems shall constitute livable area if they provide the minimum amount of natural light and ventilation required to be considered habitable under the Building Code and are enclosed on all sides with any combination of walls, doors and windows and have a ceiling height of at least seven feet (7').
LOT: Any parcel shown on a recorded tract map or on a record of survey recorded pursuant to an approved division of land or a parcel map or otherwise approved by the Council as a building site for the construction of one main building.
LOT AREA: The gross square footage of the lot as measured along the perimeter of the lot as defined in "yard map" herein. Actual lot area is used in section 23.02.10 of this chapter.
LOT COVERAGE: The area of a lot covered by a roofed building(s) constructed on a foundation or slab, whether at ground level, above ground level or below ground level. Excluded from the definition of lot coverage are open porches and balconies in the front of the building(s) visible from the street, with an area not to exceed the lesser of one hundred fifty (150) square feet or one and one-half percent (1.5%) of the lesser of the actual lot area or statutory lot area. "Roofed" for purposes of this definition, shall mean a coverage of greater than fifty percent (50%), viewed from overhead. Such "lot coverage" is also defined to include the areas of eaves extending more than twenty four inches (24") from the structure. The first twenty four inches (24") of any eaves area shall not be counted as lot coverage. Lot coverage shall not include horizontal projections from buildings on a lot such as cornices, buttresses or chimneys.
LOT LINE: The legal boundary that separates one lot from another or a public right-of-way.
MANAGER: The City Manager of the City of San Marino or any City employee authorized by the City Manager to enforce the provisions of this Code.
MARKETS/GROCERY STORES: Retail stores selling an assortment of food (for off site consumption) and food preparation materials, household items, and other related retail items.
Ancillary to the retail use, markets/grocery stores can include pharmacies, delicatessens and eating establishments allowing for on site consumption of food. The areas designated for on site consumption of food shall not exceed ten percent (10%) of the gross floor area of the PAGE 65 of 294
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market/grocery store. Markets/grocery stores must be greater than four thousand (4,000) square feet of gross floor area.
MASSAGE THERAPIST: A certified massage therapist or certified massage practitioner, as those terms are defined in chapter XI, article 11 of this Code.
MASSAGE THERAPY: "Massage or bodywork", as defined in chapter XI, article 11 of this Code.
MASSAGE THERAPY ESTABLISHMENT: Massage establishment, as defined in chapter XI, article 11 of this Code.
MINOR FIELD CHANGE: Changes to the approved plans or specifications including revisions, deletions, and additions, to the work prescribed on the approved set of plans that minimally deviates from the finishes, materials, and/or architectural features of the existing or approved structure and will not result in added lot coverage or livable area.
NEIGHBORHOOD:
A. The two (2) properties on each side of the lot;
B. All properties adjoining the rear of the lot and each property on either side of the adjoining property(ies);
C. Extending the lot's property line across the street, all property(ies) across the street within the parameters of the extension and the property on either side of those properties; D. For houses at the end of a cul-de-sac street, all property(ies) adjoining the rear of the lot, each property on either side of those adjoining property(ies) and the three (3) properties extending from each side of the lot.
OCCUPIED: Arranged, designed or intended to be occupied.
OPAQUE FENCE COVERING: A canvas, plastic, wood or equivalent material applied to or constituting a portion of a fence which is opaque to the passage of light.
OWNER: Presumed to be the person(s) shown as the owner(s) of the real property on the last equalized assessment roll of the Los Angeles County Tax Assessor.
PARK OR PARKING: The standing or leaving of a vehicle, whether occupied or not.
PARKING SPACE: A paved or impervious area, not including a driveway or circular driveway, which is designed for parking a vehicle. A parking space may be covered, enclosed or open.
PAROLEE-PROBATIONER HOME: Any residential structure or unit, whether owned and/or operated by an individual or a for profit or nonprofit entity that houses two (2) or more parolees- probationers in exchange for monetary or nonmonetary consideration given and/or paid by the parolee-probationer and/or any public or private entity or person on behalf of the parolee- probationer. A parolee-probationer includes: a) any individual who has been convicted of a Federal crime, sentenced to a United States prison, and received conditional and revocable release in the community under the supervision of a Federal parole officer; b) any individual PAGE 66 of 294
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who has served a term of imprisonment in a State prison and who is serving a period of supervised community custody, as defined in Penal Code section 3000, and is under the jurisdiction of the California Department of Corrections, Parole and Community Services Division; and c) an adult or juvenile sentenced to a term in the California Youth Authority and who has received conditional and revocable release in the community under the supervision of a youth authority parole officer.
PLURAL NUMBER: Includes the singular.
PORTE-COCHERE: A roofed structure that provides shelter for passengers entering or exiting a vehicle.
PRESENT TENSE: Includes the future.
PRIMARY DWELLING UNIT OR PRIMARY RESIDENCE: means a building designed and used exclusively for residential occupancy and which, at a minimum, contains one kitchen, bathroom facilities, and sleeping quarters. For purposes of this article, the single-family or multifamily residence in which an ADU/JADU is located within, attached to, or detached from is considered the primary dwelling."
PRIVACY: The prevention of the visual observation of any rear or side property area from any adjoining property.
PUBLIC PARKING AREA: An open area, other than a street, used for the temporary parking of automobiles, whether available for use by the owner or his/her guests or customers or for public use, whether free, for compensation or as an accommodation for clients and customers in Zone C-1.
REAR YARD: A yard between the rear line of the lot and the rear line of the main building which extends across the entire width of the lot. Where a public alley exists at the rear lot line, onehalf (1/2) but not to exceed ten feet (10') of such alley may be considered to be a portion of such rear yard; provided, however, that upon vacant property, the rear yard shall be the yard between the rear line of the lot and the rear yard setback line ascribed to such lot and which extends across the entire width of the lot.
REAR YARD SETBACK LINE: A line parallel with the rear lot line at a distance equal to the minimum required rear yard dimensions for the appropriate area district as contained within subsection 23.02.09A of this chapter.
RECREATIONAL COURT: A generally rectangular space, with dimensions of at least thirty feet by sixty feet (30'x60'), marked off or capable of being used for the purpose of playing paddle tennis or tennis. Swimming pools, badminton, basketball (half courts) and volleyball courts are not recreational courts.
REQUIRED YARD: That portion of a lot or building site upon which no portion of a main building is permitted to be constructed by the provisions of this Code.
RESIDENTIAL BUILDING: Any structure designed for use as a habitation.
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RESTAURANT: Any establishment which provides facilities for the consumption of food on the premises.
RETAINING WALL: A structure made of wood, metal, masonry or other materials designed to withstand pressure exerted by earth or by water or by both.
SATELLITE DISH ANTENNAS: Antennas used for "receive only" operations from stationary synchronous earth satellites and having a reflective dish shaped element, generally circular in shape, with a diameter of greater than two feet (2'), shall be considered structures in the context of the Building and Zoning Codes.
SCHOOLS: An educational institution organized for the teaching, research and study of a curriculum at least equivalent to that required in corresponding grades of a public school and associated sports and recreational activities; an institution empowered to confer degrees equivalent to those conferred by public schools in special departments, such as engineering, theology, law, medicine and the arts; or an accredited institution of higher learning, including related research.
SIDE STREET LINE OF A CORNER LOT: The side of a lot with the longest street frontage.
SIDE YARD: A yard between the side line of a lot and the side line of a main building and which extends from the front yard to the rear yard; provided, however, that upon vacant property, the side yard shall be the yard between the side line of the lot and the side yard setback line ascribed to such lot and which extends across the entire width of the lot.
SIDE YARD SETBACK LINE: A line parallel with the side property line at a distance equal to the minimum required side yard dimension for the appropriate area district as contained within this chapter.
SINGLE-FAMILY DWELLING: The main building on a lot designated and used exclusively for occupancy by one family.
SINGLE HOUSEKEEPING UNIT: The functional equivalent of a traditional family, whose members are an interactive group of persons jointly occupying a single dwelling unit, including the joint use of and responsibility for common areas, and sharing household activities and responsibilities such as meals, chores, household maintenance, and expenses, and where, if the unit is rented, all adult residents have chosen to jointly occupy the entire premises of the dwelling unit, under a single written lease with joint use and responsibility for the premises, and the makeup of the household occupying the unit is determined by the residents of the unit rather than the landlord or property manager.
SMOKE SHOP: An establishment where the primary use is wholesale or retail sale, distribution, delivery, display, or exchange of tobacco products, tobacco paraphernalia, or any combination of these items.
STATUTORY LOT SIZE: Shall refer to the minimum permitted size of a lot in each area district as established in this chapter.
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STORAGE: The placement of a vehicle or equipment in a given location for a continuous period of more than forty eight (48) consecutive hours.
STORY: That portion of a building included between the upper surface of any floor and the upper surface of the floor next above; except, that the topmost story shall be that portion of a building included between the upper surface of the topmost floor and the ceiling above. A basement or cellar shall not be considered a story unless the ceiling thereof is more than five feet (5') above the average level of the highest and lowest points of the natural grade immediately adjacent to the exterior walls of the building.
SUPPORT POLE: A structure other than a building which is utilized to support one or more light fixtures.
TENANT: A person(s) who pays rent to a specific property owner to occupy or use their land or building for a specific period of time.
TOBACCO PARAPHERNALIA: Any item designed or marketed for consumption, use, or preparation of tobacco products.
TOBACCO PRODUCT: Includes, but is not limited to: a) any product containing, made, or derived from tobacco or nicotine that is intended for human consumption, including but limited to cigarettes, cigars, pipe tobacco, snuff, chewing tobacco, and smokeless tobacco; b) any electronic smoking device; and c) any component, part, or accessory of a tobacco product, whether or not it is sold separately. "Tobacco product" does not include any product that has been approved by the United States Food and Drug Administration for sale as a tobacco cessation product or for other therapeutic purposes where the product is marketed and sold solely for that approved purpose.
TRANSITORY RESIDENTIAL USE: Any residential use where the average tenancy or stay is usually less than ninety (90) days, including, without limitation, new parolee-probationer homes, safe houses, residential care facilities not licensed by the State, and other residential uses similarly transitory in nature. Transitory residential uses do not include "licensed residential care facilities" as defined by this chapter.
TUTORIAL SERVICES: A type of business designed to provide individualized instruction to persons generally in fields of general education or the arts with no more than two (2) students per one instructor on the premises at the same time in the C-1 Zone; and no more than two (2) students per one instructor on the premises at the same time in the R-1 Zone.
USED: Includes arranged, designed or intended to be used.
VEHICLE: Any mode of transportation that can be driven or towed, including, but not limited to, cars, trucks, motor homes, trailers, campers, motorcycles or boats.
WALKWAY: A paved or impervious strip of land which is not a driveway and which connects the entry of a building or buildings with a driveway, circular driveway, sidewalk, public street, alley or thoroughfare.
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YARD: That portion of a lot upon which a building is situated, which remains open and unoccupied except as provided in this Code.
YARD MAP: The official "yard requirement map" which is a part of this chapter.
YARD WALL: An enclosing structure made of wood, iron, masonry or other material, generally opaque in its surface area.
ZONE MAP: The official "zone and district map" which is a part of this chapter. (Ord. 096-1093, 7-10-1996; amd. Ord. 098-1128, 1-13-1999; Ord. 099-1133, 7-14-1999; Ord. 0- 02-1159, 2-22-2002; Ord. 0-03-1175, 12-10-2003; Ord. 0-06-1183, 5-10-2006; Ord. 0-06-1184, 5-10-2006; Ord. 0-09-1215, 7-8-2009; Ord. 0-09-1223, 12-9-2009; Ord. 0-10-1231, 5-28-2010; Ord. 0-10-1234, 7-30-2010; Ord. 0-11-1257, 7-29-2011; Ord. 0-12-1264, 5-25-2012; Ord. 0-14- 1279, 6-27-2014; Ord. 0-14-1284, 12-10-2014; Ord. 0-15-1303, 1-13-2016; Ord. 0-17-1330, 11- 8-2017; Ord. 0-17-1331, 11-8-2017; Ord. 0-18-1338, 7-27-2018; Ord. 0-18-1340, 10-10-2018; Ord. 0-18-1347, 1-9-2019; Ord. 0-19-1354, 10-9-2019; Ord. 0-19-1356, 11-13-2019; Ord. 0-19- 1359-U, 12-11-2019; Ord. 0-20-1360-U, 1-8-2020; Ord. O-20-1368, 11-18-2020; Ord. O-21- 1384, 11-17-2021)
Notes
1 1. See chapter II, article 08 of this Code.
2 2. See section 01.03.03 of this Code.
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EXHIBIT B
23.02.25: ACCESSORY DWELLING UNITS:
A. Purpose: The purpose of this section is to comply with Government Code sections 65852.2 and 65852.22 and recent amendments to these provisions, which allow the City to enact certain standards for the development of accessory dwelling units in residential zones within the City. It is also the purpose of this section to ensure the availability of affordable housing for family members, students, and the elderly, among others, in the City while mitigating impacts to traffic, utilities, public health and safety and preserving the character of residential neighborhoods.
B. Definitions:
1. The following words and phrases, when used in this chapter shall, for the purpose of this chapter, have the meanings respectively ascribed to them in this section:
2. “High-quality transit corridor” has the same meaning as defined by Section 21155 of the Public Resources Code, which as of adoption means a corridor with fixed route bus service with service intervals no longer than 15 minutes during peak commute hours.
3. “Major transit stop” has the same meaning as defined in Section 21064.3 of the Public Resources Code, which as of adoption means a site containing any of the following: (1) an existing rail or bus rapid transit station; (2) a ferry terminal served by either a bus or rail transit service; or (3) the intersection of two or more major bus routes with a frequency of service interval of 15 minutes or less during the morning and afternoon peak commute periods.
4. “Nearest transit stop” means the closest site containing an existing rail or bus station or stop.
1.5. “Efficiency Kitchen" has the same meaning as defined Municipal Code Section 23.01.01, which is a cooking facility with appliances, a food preparation counter, and storage cabinets that are of reasonable size in relation to the size of the junior accessory dwelling unit as defined by Government Code § 65852.22(a)(6).
B.C. Application Approval: Any application for an accessory dwelling unit (ADU) or junior accessory dwelling unit (JADU) that meets the location and development standards contained in this Section shall be approved by the City following a ministerial review for compliance, and within 60 days after submission of a complete application.
C.D. Submittal Requirements And Application Processing:
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1. An application for an accessory dwelling unit shall be submitted to the Planning Division and Building Division concurrently with the submittal of an application for a building permit. The Director of Community Development shall prescribe the form of application, documents to be submitted, and the type of information to be provided by the applicant.
2. The Director of Community Development or his/her designee shall issue an accessory dwelling unit building permit if the application conforms to the specific standards set forth in this section.
3. An application that does not conform to the specific standards set forth in this Section, including the development standards set forth in Section 23.02.25(G) shall not be approved ministerially but shall require design review, a conditional use permit, or variance, as applicable.
D.E. Location and Zoning Requirements: An accessory dwelling unit may be located only on residentially zoned lots or upon a lot with an existing residential dwelling.
1. One ADU may be constructed on a lot zoned to allow residential use.
2. One JADU may be constructed on a lot zoned to allow residential use.
3. One JADU and one ADU may be constructed on a single-family residential lot where the JADU and ADU meet the requirements in Government Code Section 65852.2(e).
4. For fire safety purposes, new ADUs and JADUs may only be located on a residential lot that has: 1) at least a 10-foot wide fire lane within 150 feet of the subject property and 2) a minimum fire flow of 1,000 gallons per minute. This restriction shall not apply to ADUs and JADUs that are exempt from Planning Review, pursuant to Subsection(F)(1) of this Section as required by Government Code Section 65852.2.
5. Any ADU/JADU legally created shall be governed by the zoning regulations in effect at the time of approval.
6. Tree Removal and Pruning. Tree permits for the removal and/or pruning of established, heritage, or oak trees shall be required per Municipal Code Chapter 23, Article 19.
7. Applicants shall locate and design ADU/JADUs so that the retention of established, heritage, or oak trees is accommodated whenever feasible unless doing so prohibits the development of an ADU/JADU as required by the Government Code. “Feasible” meaning the ADU/JADU can be constructed to meet the minimum requirements of the ADU statute and this code.
E.F.All ADUs and JADUs shall be subject to the following restrictions:
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1. The development and use of the ADU/JADU shall only be valid and permitted based on the terms established in this Section.
2. A Deed Restriction shall be required for all ADUs/JADUs. Prior to final inspection and issuance of a certificate of occupancy, for an ADU/JADU, a deed restriction, approved by the Director of Community Development or his/her designee, on a form approved by the City Attorney, shall be recorded with the County Recorder's Office and filed with the Planning Division which shall include the restrictions and limitations identified in this Subsection. Said deed restriction shall run with the land and shall be binding upon any successor in ownership of the property. The final recorded deed restriction shall state that:
a. The ADU/JADU shall not be sold separately from the primary residence.
Except as otherwise required by GC section 65852.26.
b. If the ADU/JADU is rented, it shall not be rented for a period of less than 90 consecutive days.
c. Owner-occupancy is required for parcels with a JADU, consistent with Subsection H 1 of this Section.
d. The ADU/JADU shall be restricted to the livable area approved at the time of building permit issuance. Any owner wishing to incorporate the livable area of the ADU/JADU back into the primary dwelling unit must request termination of the ADU/JADU use under this Section, satisfying all zoning and development standards such as setbacks, floor area, and lot coverage.
e. A second unit may not have utility services separate from those of the primary dwelling unit on the same property.
f. ADU/JADUs shall not be given separate street addresses from the primary dwelling unit, unless the Director of Community Development determines that one is required for public safety purposes. If the Director of Community Development determines that a separate address is required for public safety purposes, then the City will issue an alphanumeric address for the ADU/JADU beginning with “A” and continuing through the alphabet for units on the property. For example, if the address for the primary dwelling unit is 123 Main Street, the address for the ADU/JADU would be 123 A Main Street.
g. The owner and all successors in interest in the subject property shall maintain the ADU/JADU in accordance with all applicable regulations established in this Section and any approval granted by the City.
Violations and lack of compliance with any provisions of this Section may result in legal action against the property owner, including revocation of any right to maintain an ADU/JADU on the property as set forth in PAGE 73 of 294
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Subsection J of this Section and shall be subject to administrative fines and penalties as contained in Article 4 of Chapter 1 of the San Marino Municipal Code.
F.G. Process, Review, And Fees For ADUs And JADUs:
1. Projects Exempt From Obtaining a Planning ADU Application: As provided under Government Code Section 65852.2(e)(1), an owner shall not be required to submit a Planning ADU Application for an ADU under subsection(f)(2) below, and may instead seek building permit approval for the following types of units that are located within residential zones or upon a lot with an existing residential dwelling:
a. JADUs meeting the requirements of Government Code Sections 65852.2(e)(1)(A) and 65852.22.
b. Converted ADUs meeting the requirements of Government Code Section 65852.2(e)(1)(A).
c. New construction of detached ADUs meeting the requirements of Government Code Section 65852.2(e)(1)(B).
d. Projects that are exempt from submitting a Planning ADU Application under this provision are still subject to tree removal permits, grading permits, and other applicable building permit requirements.
2. Projects Subject To Planning ADU Application Review And Timelines: The Director of Community Development or his/her designee shall ministerially review and approve a Planning ADU Application and shall not require a public hearing, provided that the submitted application is complete and demonstrates that the ADU complies with the requirements contained in this Section. Where a Planning ADU Application is submitted with an application for a single-family dwelling that is subject to design review under Chapter 23 of this code, the Planning ADU Application will be considered separately without discretionary review or a public hearing, following action on the portion of the project that is subject to Chapter
23. a. Planning ADU Applications subject to ministerial approval shall be processed within the timelines established by California Government Code Section 65852.2.
b. In addition to obtaining a Planning ADU Application, the applicant shall be required to obtain a building permit, tree removal permit, if applicable, and other applicable building permit requirements prior to the construction of the ADU.
3. Fees and Services:
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a. The owner of an ADU or JADU shall be subject to the payment of all sewer, water, and other applicable fees except as specifically provided in California Government Code Sections 65852.2 and 65852.22. b. No letters of service availability for water or sewer shall be required to be provided by the applicant.
G.H. ADU Development Standards: Excepting those ADUs approved under subsection F 1, an ADU shall comply with the following development standards:
1. ADUs are limited to a maximum of two bedrooms. Studio and one-bedroom ADUs shall not exceed 850 square feet of livable area. Two-bedroom ADUs shall not exceed 1,000 square feet of livable area.
2. If there is an existing primary dwelling unit, an attached ADU shall not exceed 50 percent of the livable area of the existing primary dwelling unit on the subject lot, but in no case shall the ADU be less than 150 square feet, nor more than 1,000 square feet in livable area. The attached ADU also shall not exceed 25 feet in height, as measured from the datum point or the height limit in the underlying zone or the height of the existing primary dwelling unit, whichever is lower, unless it is a JADU that is located entirely within an existing structure. Notwithstanding the foregoing, an attached ADU may not exceed two stories.
3. A detached ADU shall not exceed 1,000 square feet of livable area and shall not exceed one story and/or 16 feet in height, as measured from the datum point. a.A detached ADU may be up to 18 feet in height, as measured from the datum point, if located within one-half mile of a “major transit stop” as defined in Section 21064.3 of the Public Resources Code or “high-quality transit corridor” as defined by Section 21155 of the Public Resources Code, or if the property has an existing multifamily, multi-story residential dwelling.
b. A detached ADU may be up to 20 feet in height, as measured from the datum point, if it is eligible to be up to 18 feet in height, to accommodate a roof pitch aligned with the primary dwelling unit but shall not exceed one story.
4. A detached ADU shall be located six feet or more from each dwelling, building, and other structure on the property.
5. No setback shall be required for a converted ADU that is within an existing structure or within the footprint of a structure constructed in the same location, height, and dimensions as an existing structure. For all other ADUs, the required setback from side and rear lot lines shall be four feet, as measured from the point of the ADU or any mechanical equipment or similar devices that serve the ADU PAGE 75 of 294
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and are maintained and operated on the exterior of the ADU and that is closest to the side and rear lot lines.
6. An ADU shall conform to all lot coverage, livable area, and front yard setback regulations applicable to the zoning district in which the property is located, except in the following cases:
a. ADUs that are not required to obtain a Planning ADU Application as provided under subsection F 1 of this section.
b. Attached and detached ADU on corner lots are required to abide by the front and street-facing side yard setback requirements of the underlying zoning district in which the ADU is located. Deviation from this section shall require approval of the Community Development Director and a demonstration by the applicant that these setbacks create a safety hazard.
c. Where the application of lot coverage, livable area, or setback regulations would not permit construction of an 800 square-foot ADU that is 16 feet in height or greater due to proximity to a major transit stop or high-quality transit corridor or other increase permitted by state law with four-foot side and rear yard setbacks, the regulation(s) at issue shall be waived to permit such an ADU.
7. An ADU shall include a kitchen, as defined by Municipal Code Section 23.01.01, for cooking and eating and other permanent provisions for living and sleeping, including a closet or other reasonable storage area. An efficiency kitchen as defined by Municipal Code Section 23.01.01 does not qualify.
8. An ADU shall include a full bath, as defined by Municipal Code Section 23.01.01.
9. ADUs shall exactly match the building materials, colors, style, and form of the primary residence. Architectural details, including, but not limited to, windows, roof pitch and lines, eaves, fascia boards, and trim, shall match the primary residence on the property, provided that no ADU shall include any second-story balcony or similar open space on the second story.
10. ADUs shall comply with the City’s Pre-Approved Roof Materials, Colors, and Application List and the City’s Window and Door Replacement Procedure and PreApproved Window and Door Materials List.
11. Exterior lighting shall be shielded or directed so that it does not glare off-site or illuminate the primary residence or any adjacent property.
12. Windows shall be located to avoid direct line of sight to windows of adjacent properties. Obscured glass and other techniques may be used to avoid direct line of sight.
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13. An ADU shall have a separate exterior access from the primary dwelling unit. The exterior access shall be a standard exterior door and shall be located in a manner that will preserve, the privacy of the primary residence and any adjoining residences and, shall not be visible from the street.
14. Any common wall separating the accessory dwelling unit from the main building shall be soundproofed. Details of the proposed means of soundproofing shall be submitted with plans for construction. No interior entry to the primary dwelling unit shall be provided.
15. A permanent foundation shall be required for all ADUs.
16. In addition to the off-street parking space(s) required for the primary residence, one off-street parking space shall be provided for each ADU, except when:
a. The ADU is located within one-half mile walking distance of public transit.
For purposes of this chapter, "public transit" has the same meaning as in Government Code Section 65852.2(j)(11).
b. The ADU is entirely within a proposed or existing primary dwelling unit or other existing structure.
c. The ADU is located within a historic district.
d. On-street parking permits are required but not offered to the occupant of the ADU.
e. There is a City-approved and dedicated parking space for a car-share vehicle located within one block of the ADU.
17. When the ADU is created by converting or demolishing a garage, carport or covered parking structure, replacement of parking space(s) eliminated by the construction of the ADU shall not be required as long as the ADU remains in use as a legal ADU. If the ADU is removed from use, the single-family dwelling unit shall be required to comply with parking standards established in Section 23.02.03 of this Chapter, as well as all other development standards applicable to the zoning district. The location of the required parking space(s) shall not obstruct the parking of the primary residence and shall be a minimum of 20 feet in length and 10 feet in width.
a. When an ADU is created by converting or demolishing a garage, carport, or covered parking structure with an existing door, if the door is visible from the public right-of-way it must maintain its architectural style to continue to appear as an entrance for vehicles.
18. The required parking spaces for the ADU may be uncovered.
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19. The installation of fire sprinklers and fire alarms shall be required if they exist for the primary dwelling unit or if the primary dwelling unit requires fire sprinklers/fire alarms before the issuance of a certificate of occupancy for the ADU.
20. An ADU proposed on a property designated as a historical resource listed on the National Register, the California Register of Historic Places or designated as a local historic landmark or located within an area of the City that has been designated as a historic district by the City Council shall be subject to the following standards:
a. No ADU shall be approved that will require a change to the street-facing façade(s).
b. Any changes to the exterior of a historic resource shall exactly match the architectural details, including, but not limited to, windows, roof pitch and lines, eaves, fascia boards, and trim.
c. Properties with a valid Mills Act Contract shall be subject to the standards and conditions of that Contract.
21. The applicant shall submit a map to the Community Development Department demonstrating the distance to the nearest transit stop and major transit stop.
H.I.JADU Development Standards: Junior Accessory Dwelling Units (JADU) shall comply with the following:
1. The owner of a parcel proposed for a JADU shall occupy as a principal residence either the single family dwelling unit, the JADU, or an ADU if one exists on the property. The JADU shall be considered to be in compliance with this code only so long as the owner occupies either the single family dwelling Unit or the JADU.
2. Notwithstanding subsection 1, owner-occupancy shall not be required if the owner is another governmental agency, land trust, or housing organization.
3. The JADU shall be a minimum of 150 square feet and a maximum of 500 square feet of livable area. The floor area of a shared sanitation facility shall not be included in the livable area of the JADU.
4. One JADU may be constructed on a lot zoned for single-family residential use, where there is a single family dwelling unit existing or proposed to be built on the lot. The JADU must be contained entirely within the walls of the existing or proposed single family dwelling unit.
5. The JADU shall include an efficiency kitchen meeting the requirements of California Government Code Section 65852.22 and Municipal Code Section
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6. A separate exterior entry from the main entrance to the single family dwelling shall be provided to serve a JADU.
7. An interior entry to the main living area shall be provided to serve a JADU. Such interior entry may include a second interior doorway for sound attenuation.
8. A JADU may include separate sanitation facilities, or may share sanitation facilities with the existing structure.
9. Any exterior improvements associated with the development of a JADU shall conform to zoning regulations and any existing land use entitlements on the property.
10. No additional parking is required for a JADU.
I.J. Termination of Permit and Use for ADUs and JADUs:
1. In his or her sole discretion, the Community Development Director may grant an owner's request to terminate an ADU/JADU permit and deed restriction. The Community Development Director shall consider the length of time such permit has been in force, the conditions of approval, the exceptions granted for the permit, and the impact on the City's affordable housing supply.
2. As a condition of termination, the Community Development Director shall require the owner to make modifications to the property to comply with: 1) current building code requirements, and 2) current development standards in effect at the time the request is made to terminate the use of the ADU or JADU, including but not limited to, setbacks, heights, parking and floor area. The owner shall apply for a building permit to make such modifications as required by the City's building and fire codes.
3. In no case shall the ADU or JADU permit be terminated, if the proposed termination would require a variance to exceed the allowable floor area of the single family dwelling unit.
4. Where a request is to terminate an ADU that was created from the conversion or demolition of a garage, carport or covered parking structure, the garage, carport, or covered parking structure must be converted back to off-street parking.
J.K. Violations and Enforcement for ADUs and JADUs:
1. It is unlawful for any person to violate any provision or to fail to comply with any of the requirements of this section. An ADU or JADU will be found in violation of this section when the dwelling unit has been created without the required City approvals, or does not comply with the standards and deed restrictions established in this section. Violations are subject to the enforcement penalties and procedures of Article 4 of Chapter 1 of this Code.
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2. In addition to the enforcement penalties and procedures included in Article 4 of Chapter 1 of this Code, the City may pursue any remedies provided by law against the owner of an ADU or JADU found to be in violation of this section, or an ADU or JADU not maintained in conformance with this section, including:
a. Revocation of the ADU/JADU permit;
b. Where an ADU/JADU has been improperly terminated and is being used as habitable space for the single family dwelling unit, removal of the floor area serving as habitable space; and
c. In any civil enforcement action, the City is entitled to recover attorneys' fees and costs from an owner who is determined to have an illegal ADU or JADU, or is in violation of this chapter.
(Ord. 0-17-1331, 11-8-2017; amd. Ord. 0-19-1359-U, 12-11-2019; Ord. 0-20-1360-U, 1-8-2020; Ord. O-20-1368, 11-18-2020)
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TO: Mayor and City Council
FROM: Philippe Eskandar, City Manager
BY: Lizette Guerrero, Human Resources Director
DATE: March 13, 2024
SUBJECT: ADOPTION OF RESOLUTION NO. R-24-03 AMENDING THE
JOB CLASSIFICATIONS FOR THE POSITIONS OF POLICE
RECORDS CLERK AND PART-TIME LIBRARY ASSISTANT
STRATEGIC PLAN CRITICAL SUCCESS FACTORS
Efficient, Responsive, and Effective City Services
Fiscally Responsible and Transparent City Government
BACKGROUND
The budget for the 2023-2024 fiscal year includes allocations for approved positions across multiple departments within the City. These positions are essential for fulfilling the operational and strategic objectives of the organization.
As the Human Resources Department prepares to recruit for the positions of a part-time Police Records Clerk and part-time Library Assistant, Staff have reviewed the respective job descriptions for these positions and are recommending updating the job descriptions. It is an important, common and routine practice in organizations to update job descriptions to ensure that they accurately reflect the duties, responsibilities, and qualifications required for specific roles.
DISCUSSION
Police Records Clerk
The City Council approved the FY 2023-2024 Priority Initiatives on June 14, 2023, to include a part-time Police Records Clerk position in the Police Steven W. Huang, DDS, Mayor
Gretchen Shepherd Romey, Vice Mayor
Tony Chou, Council Member
Calvin Lo, Council Member
Steve Talt, Council Member
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Department as part of the City Council’s efforts to enhance Public Safety within the community. The Police Records Clerk is responsible for handling all activities of the Police Records section in the Police Department. Prior to beginning the recruitment for the newly funded position, staff are recommending updating the job description.
Director Guerrero has met and conferred with the San Marino City Employees’ Association concerning the job classification for the position of Police Records Clerk. This process has resulted in the proposed job description being considered as part of this report.
Part-time Library Assistant
The part-time Library Assistant job classification has been amended to reflect the duties, responsibilities, and qualifications required, including the ability to supervise. Currently, part-time Library Assistants provide complex paraprofessional support to the Adult Services and Youth Services Librarians, but no Library Assistants are assigned to support Circulation. With the addition of supervisory responsibilities, this will allow management to assign one part-time Library Assistant to the Circulation Unit.
Assigning a part-time Library Assistant with supervisory responsibilities to the Circulation Unit will enable us to provide constant support to entry-level staff who work under direct supervision, ensure consistency of work standards, and improve customer service.
Section 02.05.01 of the City’s Municipal Code provides that the City Manager shall prepare position classifications for City employees, and for the City Council to approve the addition or changes of classifications/specifications via resolution. The attached Resolution No. R-24-03 amends the Job Classifications for the positions of Police Records Clerk and part-time Library Assistant.
FISCAL IMPACT & PROCUREMENT REVIEW
Apart from the staff time necessary to prepare this report and accompanying job descriptions, there is no further fiscal impact associated.
Procurement review is not applicable.
LEGAL REVIEW
The City Attorney's office has reviewed and approved as to form.
PAGE 82 of 294
RECOMMENDATION
Staff recommends that the City Council adopt Resolution No. R-24-03. If Council concurs, an appropriate motion would be:
“I move to adopt Resolution No. R-24-03, amending the job classifications for the positions of Police Records Clerk and part-time Library Assistant.
ATTACHMENTS
1. Resolution No. R-24-03
2. Exhibit A, Resolution No. R-24-03
3. Red-lined Part-time Library Assistant Job Description PAGE 83 of 294
RESOLUTION NO. R-24-03
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF
SAN MARINO, AMENDING THE JOB CLASSIFICATIONS
FOR THE POSITIONS OF POLICE RECORDS CLERK AND
PART-TIME LIBRARY ASSISTANT
WHEREAS, San Marino Municipal Code section 02.05.01 provides that the City Manager shall prepare position classifications for City employees, subject to City Council approval; and WHEREAS, the City Manager has determined that the job classifications for the positions of Police Records Clerk and part-time Library Assistant needs to be amended; and WHEREAS, Resolution No. R-23-20 sets forth the salary for City employees, including the positions of Police Records Clerk and part-time Library Assistant; and WHEREAS, the Human Resources Director has met and conferred with the San Marino City Employees’ Association concerning the job classification for the position of Police Records Clerk; and
WHEREAS, per the San Marino Municipal Code section 02.05.01, it is necessary for the City Council to approve the amendment of classifications for the positions of Police Records Clerk and part-time Library Assistant.
NOW, THEREFORE, BE IT RESOLVED by the City Council of the City of San Marino, California, as follows:
SECTION 1. The City Council hereby declares that the recitals set forth above are true and correct, and incorporated into this resolution as findings of the City Council.
SECTION 2. The job classifications for the positions of Police Records Clerk and parttime Library Assistant are hereby amended to read as set forth on the attached Exhibit A.
SECTION 3. Severability: If any section, subsection, subdivision, sentence, clause, phrase, or portion of this Resolution is, for any reason, held to be invalid or unconstitutional by the decision of any court of competent jurisdiction, such decision shall not affect the validity of the remaining portions of this Resolution. The City Council hereby declares that it would have adopted this Resolution and each and every section, subsection, subdivision, sentence, clause, phrase, or portion thereof, irrespective of the fact that any one or more sections, subsections, subdivisions, sentences, clauses, phrases, or portions thereof be declared unconstitutional.
SECTION 4. Effective Date: This Resolution shall become effective immediately upon adoption.
PAGE 84 of 294
CITY OF SAN MARINO RESOLUTION NO. R-24-03
PASSED, APPROVED AND ADOPTED, at a meeting of the City Council of the City of San Marino, California, on this 13th day of March, 2024.
STEVEN HUANG, D.D.S., MAYOR
ATTEST:
ALISON WALKER, CITY CLERK
PAGE 85 of 294
CITY OF SAN MARINO RESOLUTION NO. R-24-03
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SAN MARINO )
I, Alison Walker, City Clerk of the City of San Marino, California, hereby certify that Resolution No R-__ was adopted by the City Council of the City of San Marino at a regular meeting held on the ___h day of _____, 202_, and that the same was adopted by the following vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
________________________________
ALISON WALKER, CITY CLERK
CITY OF SAN MARINO
PAGE 86 of 294
Resolution No. 24-03
EXHIBIT A
PAGE 87 of 294
Resolution No. 24-03
POLICE RECORDS CLERK
GENERAL DESCRIPTION
DUTIES:
Under general supervision, the Police Records Clerk is responsible for handling all activities of the Police Records Section.
DISTINGUISHING CHARATERISTICS
The classification is distinguished from other administrative support positions in that the incumbent is responsible to prepare and maintain police records. Incumbents exercise judgment to select appropriate guidelines to follow and interpret administrative and operational policies.
General supervision is provided by professional and sworn supervisory positions, including, but not limited to the Police Records Manager.
ESSENTIAL DUTIES
The duties, skills, and demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with a disability to perform the essential duties, skills, and demands.
Duties:
• Assist CLETS Agency Terminal Coordinator in enforcing system compliance laws and carry out validation and audit responsibilities;
• Process, proof, distribute, file, index, route, file, and retrieve crime reports, supplemental reports and investigative reports;
• Search records and request information from other law enforcement agencies in conjunction with field investigations being carried out by departmental personnel; • Interpret documentation from Department of Motor Vehicles (DMV) and DOJ in order to verify pre-existing records for accuracy and validations; modify as needed and make entries of property, vehicles, firearms, protective orders, and missing persons;
• Interact extensively with the public, City and department personnel and other law enforcement agencies on the telephone and in person tactful manner; • Respond to requests for information in compliance with Departmental policy, legal and governmental guidelines;
PAGE 88 of 294
Resolution No. 24-03
• Maintain electronic and paper crime, arrest, and incident report files; ensure such records are properly retained in accordance to Department policy and procedures;
• Check both electronic and paper documentation for completeness, accuracy and compliance with legal and other requirements;
• Access various local, state and national law enforcement systems to enter and retrieve information;
• Generate automated notifications to Department of Justice on state mandated programs and manage local supporting files;
• Code and enter data into an automated records management database; • Retrieve, assemble, and disseminate reports and information from files in an accurate and timely basis for Departmental staff;
• Type arrest reports, search warrants and related materials to meet specific deadlines;
• Research and provide information by phone, in person and by mail relating to crime, arrest and traffic reports; receive, verify and account for a variety of fees; • Classify incoming crime reports in accordance with the California Incident-Based Reporting System reporting Criteria and minimize classification errors; • Ensure that records release and dissemination is handled in accordance with all applicable state laws and regulations;
• Prepare criminal statistical reports required by the Police Department consistent with established deadlines;
• Maintain and purge reports in accordance with city and state guidelines; • Accept subpoenas for service;
• Process and comply with subpoenas Duces Tecum and Discovery Orders; • Make police reports available to community members pursuant to prescribed procedures and provide information to the general public by telephone and in person at a public counter;
• File and maintain a variety of records, forms and correspondence; • Performs related duties as assigned.
KNOWLEDGE, SKILLS AND DEMANDS
Knowledge of:
• Law enforcement practices and basic operations of a Police Records function; • Police procedures, rules, regulations and terminology and law enforcement codes as related to assigned functions;
• Rules and regulations of the National Crime Information Center (NCIC) and the California Law Enforcement Telecommunications System (CLETS) as related to assigned functions;
• Filing procedures (alpha and numeric);
• Telephone etiquette and procedures;
• Correct English usage, spelling, grammar, punctuation and basic mathematics; PAGE 89 of 294
Resolution No. 24-03
• Familiarity with standard office procedures, methods, and equipment including computers and applicable software;
• Teletype procedures, police terminology, law enforcement codes and laws applying to the release of information.
Skills and Demands
• Exercise independent judgment in the release of confidential records within department and legal guidelines;
• Interact with the public and other City employees both in person and over the telephone in a courteous and tactful manner;
• Learn, retain and apply routine to complex information, Teletype procedures, police terminology, law enforcement codes and laws applying to the release of information;
• Set priorities, organize work-flow and maintain organization of work and records; multi-task and be responsive to time-sensitive matters; Understand and follow instructions;
• Use time effectively and efficiently to maximize work assignments; • Exercise good judgment and uphold confidentiality in maintaining critical and sensitive information, records, and reports; understand, interpret, and apply general administrative and Police departmental policies and procedures; • Show interest and understand the needs, expectations, and circumstances of internal and external customers;
• Develop and maintain working relationships;
• Fully comprehend spoken communication by picking up on nuances in tone and meaning, and being attentive to non-verbal cues and body language; • Maintain emotional stability and self-control under pressure, challenge, or adversity;
• Display honesty, adherence to principles, and personal accountability; • Appreciate the benefits of varied backgrounds and cultures; • Respond positively to change and modify behavior as the situation requires; • Adhere to all safety practices and procedures, and encourage and support others to be safe in their work activities;
• Have sound collaborative decision-making, judgement and diplomacy skills; • Show empathy towards the community and colleagues;
• Have service mentality, respect for and sincere desire to help others with diverse background and experiences;
• Have strong sense of integrity and commitment to ethical behavior and accountability;
• Have courage to intervene and protect against unethical behavior; • Work collaboratively with team members to create and support a positive customer service environment;
• Demonstrate, promote and support a culture of diversity, equity, inclusion and belonging;
• Work nights and weekends;
• Pass a background investigation.
PAGE 90 of 294
Resolution No. 24-03
EDUCATION AND EXPERIENCE:
Any combination equivalent to the education and experience likely to provide the required knowledge and abilities would be qualifying. A typical way to gain such knowledge and abilities would be:
Education
• High School graduate (or substitute of G.E.D. or California Proficiency Certificate).
Experience
• One (1) year in an administrative support position. Police department experience is highly desired.
Licenses/Certificates
• Possession of a valid California Class C driver's license with a satisfactory driving record, or the ability to get from point to point for trainings and meetings.
PHYSICAL DEMANDS AND WORK ENVIRONMENT:
Characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Demands
Employee is regularly required to sit at a desk and in meetings for long periods of time; talk or listen, in person, in meetings and by telephone; use hands and fingers to handle, feel or operate standard office equipment; and reach with hands and arms. Vision abilities required include close vision, distance vision, peripheral vision, and the ability to adjust focus. Hear in the normal audio range with or without correction. Lift up to 15 pounds intermittently; twist to reach equipment; walk to observe department activities; periodically bend and squat; perform simple grasping and fine manipulation; use telephone and communicate through written means; interact with employees and the public in possible challenging situations. Occasionally walk up and down stairs.
Work Environment
Employee generally works 100% indoors. While performing the duties of this job indoors, the work environment is generally in a temperature-controlled office. Noise level in the work environment is usually moderate but the employee may occasionally be exposed to loud talking and interruptions from telephones, office equipment and/or members of the public and emergency vehicle sirens.
PAGE 91 of 294
Resolution No. 24-03
The employee may be required to work various shifts at night, on weekends and holidays as needed. Additionally, the employee will be required to respond off-hours for emergencies and inspections.
This information is available in an alternative format by request to (626) 300- 0780.
The City of San Marino is an Equal Opportunity Employer. We value and seek diversity in our workforce. San Marino is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
PAGE 92 of 294
Resolution No. 24-03
LIBRARY ASSISTANT
(Part- time)
GENERAL DESCRIPTION
DUTIES:
The part-time Library Assistant position provides basic information to patrons and general customer service; performs a variety of technical and clerical library support functions including circulation and collection maintenance.
DISTINGUISHING CHARACTERISTICS
Under supervision of a Librarian II or the Circulation Supervisor this single class position performs routine para-professional tasks in the children’s adult or circulation service departments, or in technical processing department.
This position is "At-Will," which means the Library Assistant serves at the will of the City Manager and may be removed at any time without cause, notice, or right of appeal.
ESSENTIAL FUNCTIONS
The duties, skills, and demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with a disability to perform the essential duties, skills, and demands.
Duties:
• Answer routine directional and informational questions in person and by telephone;
• Assist patrons in locating and selecting books and materials; answer reference questions;
• Assist in the selection of books and materials; assist in planning programs for all ages; and in preparation of displays; perform basic cataloging, classification, and bibliographic data entry;
• Assist with Internet training and access;
• Assists with library programs, including book discussion groups, story hours, class visits and general adult programs. Prepares displays and assists with program promotions;
PAGE 93 of 294
Resolution No. 24-03
• May provide direction over the work of subordinates in routine and clerical matters;
• Provides administrative backup for professional and paraprofessional service; • Performs related duties as assigned.
KNOWLEDGE, SKILLS AND DEMANDS
Knowledge of:
• Correct English usage, spelling, grammar, punctuation and basic mathematics; familiarity with standard office and library equipment; • Principles and practices of basic Library Information Science; • Basic library terminology and mathematical principles.
Skills and Demands:
• Establish and maintain an effective working relationship with the public, staff, and volunteers; assist the public tactfully and courteously; and work accurately with numbers and the alphabet;
• Compile and maintain records;
• Set priorities, organize workflow and maintain organization of work and records; multi-task and be responsive to time-sensitive matters; understand and follow instructions;
• Use time effectively and efficiently to maximize work assignments; • Exercise good judgment and uphold confidentiality in maintaining critical and sensitive information, records, and reports; understand, interpret, and apply general administrative and departmental policies and procedures; • Show interest and understand the needs, expectations, and circumstances of internal and external customers;
• Communicate clearly and concisely;
• Fully comprehend spoken communication by picking up on nuances in tone and meaning, and being attentive to non-verbal cues and body language; • Maintain emotional stability and self-control under pressure, challenge, or adversity;
• Display honesty, adherence to principles, and personal accountability; • Appreciate the benefits of varied backgrounds and cultures; • Respond positively to change and modify behavior as the situation requires; • Adhere to all safety practices and procedures, and encourage and support others to be safe in their work activities;
• Show empathy towards the community and colleagues;
• Have service mentality, respect for and sincere desire to help others with diverse background and experiences;
PAGE 94 of 294
Resolution No. 24-03
• Have strong sense of integrity and commitment to ethical behavior and accountability;
• Have courage to intervene and protect against unethical behavior; • Work collaboratively with team members to create and support a positive customer service environment;
• Demonstrate, promote, and support a culture of diversity, equity, inclusion, and belonging.
EDUCATION AND EXPERIENCE
Education
• High School graduate (or substitute of G.E.D. or California Proficiency Certificate) with some college.
Licenses/Certificates
• Possession of a valid California Class C driver's license with a good driving record, or the ability to get from point to point for training and meetings.
PHYSICAL DEMANDS AND WORK ENVIRONMENT
The demands and work environment described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical Demands
Employee is regularly required to sit at a desk and in meetings for long periods of time; talk or listen, in person, in meetings and by telephone; use hands and fingers to handle, feel or operate standard office equipment; and reach with hands and arms. Vision abilities required include close vision, distance vision, peripheral vision, and the ability to adjust focus. Lift up to 25 pounds, intermittently, twist to reach equipment surrounding desk; walk to observe department activities; bend and squat to perform file searches; perform simple grasping and fine manipulation; use telephone and write or use a keyboard to communicate through written means; operate an automobile to attend various meetings and workshops. While performing duties, the employee is regularly required to use written and oral communication skills; interact with, employees and the public. While performing duties, the employee is regularly required to lift and carry library materials and equipment; walk up and down.
PAGE 95 of 294
Resolution No. 24-03
Work Environment
Employee generally works 100% indoors. While performing the duties of this job indoors, the work environment is generally in a temperature-controlled office. Noise level in the work environment is usually moderate but the employee may occasionally be exposed to loud talking and interruptions from telephones, office equipment and/or members of the public and emergency vehicle sirens.
This information is available in an alternative format by request to (626) 300- 0780.
The City of San Marino is an Equal Opportunity Employer. We value and seek diversity in our workforce. San Marino is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
PAGE 96 of 294
LIBRARY ASSISTANT
(Part-time)
GENERAL DESCRIPTION PURPOSE
The part-time Library Assistant position provides basic information to patrons and general customer service; performs a variety of technical and clerical library support functions including circulation and collection maintenance. is designed for a person currently pursuing a Master’s Degree in Library Information and Science or considering such a career choice.
DISTINGUISHING CHARACTERISTICS
Under supervision of the City Librarian, or a Librarian IIYouth Services Librarian and/or Reference Librarians or the Circulation Supervisor, this single class position performs routine para-professional tasks at in the children’s and adultt or circulation service departments, reference desks or in technical processing department.
This position is "At-Will," which means the Library Assistant serves at the will of the City Manager and may be removed at any time without cause, notice, or right of appeal.
Essential Functions
ESSENTIAL FUNCTIONS
The duties, skills, and demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with a disability to perform the essential duties, skills, and demands.
Duties:
• Serves as assistant to the City Librarian or Librarian II, Youth Services Librarian and/or Reference Librarians.
• Answers routine directional and informational questions in person and by telephone;.
• ; and aAssists patrons in locating and selecting books and materials; answers reference questions;.
PAGE 97 of 294
• Assists in the selection of books and materials; assists in planning programs for all ages; and in preparation of displays; performs basic cataloging, classification, and bibliographic data entry.;
• Assists with Internet training and access.; Circulation and other clerical duties may be assigned; r
• Assists with library programs, including book discussion groups, story hours, class visits and general adult programs. Prepares displays and assists with program promotions;.
• Receives training through the United States Department of State and performs duties to act as Passport Acceptance Agent.
• Perform related duties as assigned.
• May provide direction over the work of subordinates in routine and clerical matters;
• Provides andministrativeadministrative backup for professional and paraprofessional service;
o Performs related duties as assigned.
.
Qualifications
QUALIFICATIONS
?Knowledge, Skills and Abilities:
KNOWLEDGE, SKILLS AND DEMANDS
Knowledge of:
• Correct English usage, spelling, grammar, punctuation and basic mathematics; familiarity with standard modern office procedures and office and library equipment; including computers and Microsoft Office products. • Principles and practices of basic Library Information Science;. • Basic library terminology and mathematical principles.
Skills and Demands/Abilities:
• Ability to eEstablish and maintain an effective working relationship with the public, staff, and volunteers; assist the public tactfully and courteously; and work accurately with numbers and the alphabet;.
• Ability to understand and carry out oral and written instructions; work with minimal supervision; and to Ccompile and maintain records.; • Must be detail oriented and flexible in accepting changing assignments as needed.
• Communicate effectively both verbally and in writing. • Set priorities, organize work-flow and maintain organization of work and records; multi-task and be responsive to time-sensitive matters; understand and follow instructions;.
• Use time effectively and efficiently to maximize work assignments;.
PAGE 98 of 294
• Exercise good judgment and uphold confidentiality in maintaining critical and sensitive information, records, and reports; understand, interpret, and apply general administrative and departmental policies and procedures;. • Show interest and understand the needs, expectations, and circumstances of internal and external customers;.
• Communicate clearly and concisely;.
• Fully comprehend spoken communication by picking up on nuances in tone and meaning, and being attentive to non-verbal cues and body language;. • Maintain emotional stability and self-control under pressure, challenge, or adversity;.
• Display honesty, adherence to principles, and personal accountability.; • Appreciate the benefits of varied backgrounds and cultures;. • Respond positively to change and modify behavior as the situation requires.;
• Adhere to all safety practices and procedures, and encourage and support others to be safe in their work activities;.
• Show empathy towards the community and colleagues;.
• Have service mentality, respect for and sincere desire to help others with diverse background and experiences;.
• Have strong sense of integrity and commitment to ethical behavior and accountability;.
• Have courage to intervene and protect against unethical behavior.; • Work collaboratively with team members to create and support a positive customer service environment.;
• Demonstrate, promote and support a culture of diversity, equity, inclusion and belonging.
•
EDUCATION AND EXPERIENCE ducation and Experience:
Any combination equivalent to the education and experience likely to provide the required knowledge and abilities would be qualifying. A typical way to gain such knowledge and abilities would be:
Education
• A Bachelor's degree from an accredited college or university with major work in Library Information Science or a closely related field and current enrollment in . a Master’s Degree in Library Information and Science program.
• High School graduate (or substitute of G.E.D. or California Proficiency Certificate) with some college.
PAGE 99 of 294
Licenses/Certificates
• Possession of a valid California Class C driver's license with a good driving record, or the ability to get from point to point for training and meetings.
Compliance with the City's COVID-19 vaccine mandate.
• .
Physical Demands and Work Environment
PHYSICAL DEMANDS AND WORK ENVIRONMENT
The demands and work environment described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Physical dDemands
The physical demands described are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Employee is regularly required to sit or stand for prolonged periods of time; talk or listen, in person, in meetings and by telephone; use hands and fingers to handle, feel or operate standard office equipment; and reach with hands and arms. Intermittently, twist to reach equipment surrounding desk; walk to observe department activities; bend and squat to perform material searches; perform simple grasping and fine manipulation; use telephone and write or use a keyboard to communicate through written means; While performing duties, the employee is regularly required to lift and carry library materials and equipment; walk up and down.
Employee is regularly required to sit at a desk and in meetings for long periods of time; talk or listen, in person, in meetings and by telephone; use hands and fingers to handle, feel or operate standard office equipment; and reach with hands and arms. Vision abilities required include close vision, distance vision, peripheral vision, and the ability to adjust focus. Lift up to 25 pounds, intermittently, twist to reach equipment surrounding desk; walk to observe department activities; bend and squat to perform file searches; perform simple grasping and fine manipulation; use telephone and write or use a keyboard to communicate through written means; operate an automobile to attend various meetings and workshops. While performing duties, the employee is regularly required to use written and oral communication skills; interact with, employees and the public. While performing duties, the employee is regularly required to lift and carry library materials and equipment; walk up and down.
PAGE 100 of 294
Work eEnvironment
Characteristics described are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job indoors, the work environment is generally in a temperature controlled office. Noise levels in the work environment is usually moderate but the employee may occasionally be exposed to high level noises including but not limited to emergency vehicle sirens, telephones and other office equipment.
Employee generally works 100% indoors. While performing the duties of this job indoors, the work environment is generally in a temperature-controlled office.
Noise level in the work environment is usually moderate but the employee may occasionally be exposed to loud talking and interruptions from telephones, office equipment and/or members of the public and emergency vehicle sirens This information is available in an alternative format by request to (626) 300- 0780.
The City of San Marino is an Equal Opportunity Employer. We value and seek diversity in our workforce. San Marino is committed to creating a diverse environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status.
REVISED: JUNE XX, 2022
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TO: Mayor and City Council
FROM: Philippe Eskandar, City Manager
BY: Lizette Guerrero, Human Resources Director
DATE: March 13, 2024
SUBJECT: ADOPTION OF RESOLUTION NO. R-24-04 AMENDING THE
UNREPRESENTED EMPLOYEES SALARY AND BENEFITS
SCHEDULE FOR THE PERIOD COVERING JULY 1, 2022,
THROUGH JUNE 30, 2024, PERTAINING TO SICK LEAVE
POLICY AND APPROPRIATE FUNDS IN THE AMOUNT OF
$15,695
STRATEGIC PLAN CRITICAL SUCCESS FACTORS
Efficient, Responsive, and Effective City Services
Fiscally Responsible and Transparent City Government
BACKGROUND
AB 1522, also known as the "Healthy Families and Workplaces Act," was introduced in 2014 to require employers to provide sick leave to employees.
SB 616 expands paid sick leave benefits for employees in California, particularly regarding the accrual and use of paid sick days. The bill aimed to provide additional protections and benefits for workers, ensuring they have access to paid time off for illness, medical appointments, or caring for family members.
SB 616 took effect January 1, 2024, which mandates that employers must provide a minimum of forty (40) hours or five (5) days of paid sick leave per year to their employees. The City's current sick leave accrual policy for fulltime employees is compliant with SB 616. However, the sick leave accruals for part-time employees do not meet the requirements outlined in SB 616.
Steven W. Huang, DDS, Mayor
Gretchen Shepherd Romey, Vice Mayor
Tony Chou, Council Member
Calvin Lo, Council Member
Steve Talt, Council Member
PAGE 102 of 294
In addition, Staff has updated Section 9. Sick Leave of the Unrepresented Employees Salary and Benefits Schedule for the period covering July 1, 2022, through June 30, 2024, to ensure compliance with State laws and to be aligned with best practices while promoting transparency, compliance, and employee well-being.
DISCUSSION
Part-time employees are unrepresented therefore, do not have a formal Memorandum of Understanding; instead, those classifications are governed by a resolution adopted by the City Council, which serves to establish (1) compensation, benefits, and any procedural, rights, or protections that are of particular interest, (2) items that are not already part of the existing Personnel Rules & Regulations or current policies, and/or (3) items that revise existing provisions.
Section 02.05.01(D) of the City of San Marino Municipal Code (“Code”) provides that the City Manager shall prepare salary and benefit schedules for presentation to the City Council. Staff has updated Section 9. Sick Leave of the Unrepresented Employees Salary and Benefits Schedule for the period covering July 1, 2022, through June 30, 2024, bringing the policy into compliance with recent laws, improving organization, and adding clarity to some provisions in the policy.
FISCAL IMPACT & PROCUREMENT REVIEW
In order to have sufficient funds available to comply with SB 616, additional funds must be appropriated into the current fiscal year budget’s affected parttime personnel budget line items. The total cost for FY 2023-24 is $15,695.
Procurement review is not applicable.
LEGAL REVIEW
The City Attorney's office has reviewed and approved as to form.
RECOMMENDATION
Staff recommends that the City Council adopt Resolution No. R-24-04, and direct Finance staff to increase each department’s operating budget in the necessary amount. If Council concurs, an appropriate motion would be:
“I move to adopt Resolution No. R-24-04 amending Resolution No. R-23-23; PAGE 103 of 294
and approve additional appropriations in the amount of $15,695 in FY 2023- 2024 to be spread over the affected part-time personnel budget line items.”
ATTACHMENTS
1. Resolution No. R-24-04
2. Unrepresented Employees Salary and Benefits Schedule - Redlined
3. Unrepresented Employees Salary and Benefits Schedule - Clean Copy PAGE 104 of 294
RESOLUTION NO. R-24-04
A RESOLUTION OF THE CITY COUNCIL OF THE CITY
OF SAN MARINO, CALIFORNIA, AMENDING THE
UNREPRESENTED EMPLOYEES SALARY AND
BENEFITS SCHEDULE FOR THE PERIOD COVERING
JULY 1, 2022, THROUGH JUNE 30, 2024, PERTAINING TO
THE SICK LEAVE POLICY
WHEREAS, Section 02.05.01(A) of the City Code provides that salary and benefits plans for employees are a part of the City’s personnel rules and regulations when approved by resolution of the City Council; and
WHEREAS, Section 02.05.01(D) provides that the City Manager shall prepare salary and benefit schedules for presentation to the City Council; and WHEREAS, the City Council adopted the Unrepresented Employees Salary and Benefits Schedule for the period covering July 1, 2022 through June 30, 2024 on September 30, 2022 via Resolution No. R-22-38;
WHEREAS, the City Council amended the Unrepresented Employees Salary and Benefits Schedule for the period covering July 1, 2022 through June 30, 2024, pertaining to modifications of work schedules on October 28, 2022 via Resolution No. R-22-43; and WHEREAS, the City Council amended the Unrepresented Employees Salary and Benefits Schedule for the period covering July 1, 2022 through June 30, 2024, specifically Section 2. Salary, for the classifications of Fire Chief and Fire Division Chief on November 9, 2022 via Resolution No. R-22-46; and
WHEREAS, the City desires to amend the Unrepresented Employees Salary and Benefits Schedule for the period covering July 1, 2022 through June 30, 2024, pertaining to the Sick Leave Policy.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN MARINO, CALIFORNIA, DOES HEREBY FIND, DETERMINE, AND RESOLVE AS FOLLOWS:
SECTION 1. That the “Unrepresented Employees Salary and Benefit Schedule” for the period covering July 1, 2022 to June 30, 2024, as attached hereto, and made a part hereof shall be adopted as the salary and benefit schedule for unrepresented employees in the City of San Marino.
SECTION 2. That the “Unrepresented Employees Salary and Benefit Schedule” shall become a part of the City’s personnel rules and regulations.
PASSED, APPROVED, AND ADOPTED, at a Regular Meeting of the City Council of the City of San Marino, California, on this 13th day of March, 2024.
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CITY OF SAN MARINO RESOLUTION NO. R-24-04
PAGE 2 OF 2
STEVEN HUANG, D.D.S., MAYOR
ATTEST:
ALISON WALKER, CITY CLERK
STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SAN MARINO )
I, Alison Walker, City Clerk of the City of San Marino, California, hereby certify that Resolution No R-24-04 was adopted by the City Council of the City of San Marino at a regular meeting held on the 13th day of March 2024, and that the same was adopted by the following vote:
AYES: XXXXX
NOES: XXXXX
ABSTAIN: XXXXX
ABSENT: XXXXX
________________________________
ALISON WALKER, CITY CLERK
CITY OF SAN MARINO
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UNREPRESENTED EMPLOYEES
SALARY AND BENEFITS SCHEDULE
PERIOD COVERING
JULY 1, 2022 THROUGH JUNE 30, 2024
AS AMENDED BY RESOLUTION NO. R-23-2324-04
SECTION 1. INTRODUCTION
This salary and benefit schedule shall represent the compensation program provided to unrepresented employees of the City of San Marino for the period July 1, 2022 through June 30, 2024. Unrepresented employees include department directors/chiefs, managers, and part-time employees. All full-time unrepresented employees are designated FLSA “exempt.”
SECTION 2. SALARY
A schedule of job classifications together with salary rate ranges is set forth in Exhibit A and attached hereto.
Said salary rates shall be effective as indicated.
Notwithstanding the classification’s exempt status, the Fire Division Chief classification shall receive timeand-one-fifth (1.2 times the employee’s regular rate of pay) compensation for administrative duties worked beyond 112.31 hours in a pay period. In circumstances where an employee in the Fire Division Chief classification assumes supplemental responsibilities on a temporary basis, a maximum duration of 12 consecutive months, the Fire Chief is authorized to grant up to an additional 10% of compensation at the employee’s base salary rate for the duration of the assignment.
In circumstances where a Department Director assumes responsibility for an additional department, the City Manager is authorized to grant an additional 10%-15% of compensation at the employee’s base salary rate for the duration of the assignment, to be effective after the first two weeks have elapsed per occurrence.
Management employees promoted to their position from within City employment shall receive at least a five percent (5%) salary increase. Management employees appointed from outside City employment shall receive a salary at the level approved by the City Manager.
Management employees shall be eligible for a merit increase within their appropriate salary range following the successful conclusion of their initial probationary period (for those who serve a probationary period), and each twelve (12) months thereafter, following an evaluation of the employee by the City Manager or his/her designee.
Employees with unsatisfactory performance shall not receive a merit increase.
SECTION 3. TUITION REIMBURSEMENT
Full-time employees are eligible for reimbursement for costs incurred during the fiscal year related to pursuing a formal college degree. Costs for books, fees and tuition are eligible for reimbursement. Maximum annual reimbursement is $2,500 per employee. Actual amount may vary based on available funds and the number of members submitting for reimbursement and the total amount requested by applicants. Maximum annual funds available for the program is $5,000. Amount of funds to be dispersed will be established at the PAGE 107 of 294
end of the fiscal year and will be based on the number of applicants and the total amount requested.
If the total amount requested exceeds $5,000, then the $2,500 maximum per applicant will be reduced for all applicants to an amount which will result in a cumulative maximum of $5,000. • Example 1 – Five members apply. One for $2,500 and the others for $1,000 each. The maximum benefit would be reduced to $1,000 for each applicant.
• Example 2 - Three members apply. Two for $2,500 and one for $1,000. The maximum benefit would be reduced to $2,000 for each applicant.
SECTION 4. VEHICLE USE
Employees required to use their own vehicles for City business may be reimbursed for mileage at the rate established by the Internal Revenue Service.
The following positions may be assigned City vehicles, with the approval of the City Manager, for their use due to the unique nature of these positions and their responsibility at any and all times to be called upon to respond to emergency situations:
Police Chief
Police Commander
Fire Chief
Fire Division Chief
Parks and Public Works Director/City Engineer
Public Works Manager
The City will provide all maintenance upkeep, fuels, and insurance on the assigned City vehicle.
Personal use of the assigned City vehicle beyond commuting from home to work and work to home is prohibited, except during those times when the employee is on call. In those cases, the employees personal use is limited to the local area. Any employee issued a City vehicle agrees to hold the City harmless to waive all rights to seek damages for injury to him/herself for personal use of the vehicle. The waiver shall be prepared by the City.
Assignment of a City vehicle may be revoked or modified by the City Council, City Manager, or respective department without recourse by the employee.
SECTION 5. RETIREMENT
Employees eligible for participation in the CalPERS Retirement system shall be subject to the following rules.
Employees not deemed eligible for membership in the CalPERS system shall participate in PARS.
New Members
The Public Employees’ Pension Reform Act of 2013 (PEPRA) defines a “new member” as any of the following:
• A new hire who is brought into CalPERS membership for the first time on or after January 1, 2013, and who has no prior membership in any California public retirement system. • A new hire who is brought into CalPERS membership for the first time on or after January 1, 2013, and who is not eligible for reciprocity with another California public retirement system. • A member who first established CalPERS membership prior to January 1, 2013, and who is rehired by a different CalPERS employer after a break in service of greater than six months.
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Classic Members
CalPERS refers to all members that do not fit within the definition of a new member as “classic members.” Fire Managers:
Effective January 1, 2013, the employees’ retirement formula shall be determined by a three-tier system:
Tier 1: For Classic Members hired by the City before July 1, 2006, the City has contracted with PERS to provide 3% at 50 Retirement Benefit with the single highest one-year salary calculated as final compensation. Employees shall pay the entire portion of the required 9% employee contribution on behalf of the employee to CalPERS.
Tier 2: For Classic Members hired by the City on or after July 1, 2006 and before January 1, 2013 the City has contracted with PERS to provide 3% at 55 Retirement Benefit with the single highest one-year salary calculated as final compensation. Employees shall pay the entire portion of the required 9% employee contribution on behalf of the employee to CalPERS.
Tier 3: For New Members, as defined by PEPRA, the City previously contracted with PERS to provide 2% at 57 Retirement Benefit with three years of their highest average salary calculated as final compensation. With the adoption of this year’s Firefighters’ Association MOU, the City will pursue execution of a contract amendment with CalPERS to establish a new PEPRA tier at the
2.7% @ 57 formula. Once the new tier is effective, all current Fire PEPRA employees will be transferred from the 2% @ 57 formula to the 2.7% @ 57 formula and all new Fire PEPRA employees will be enrolled in this new tier. The required employee contribution for new members is adjusted periodically by CalPERS.
Police Managers:
Effective January 1, 2013, the employees’ retirement formula shall be determined by a three-tier system:
Tier 1: For Classic Members hired by the City before November 18, 2012, the City has contracted with PERS to provide 3% at 50 Retirement Benefit with the single highest one-year salary calculated as final compensation. Employees shall pay the entire portion of the required 9% employee contribution on behalf of the employee to CalPERS.
Tier 2: For Classic Members hired by the City on or after November 18, 2012, the City has contracted with PERS to provide 2% at 55 Retirement Benefit with three years of their highest average salary calculated as final compensation. Employees shall pay the entire portion of the required 7% employee contribution on behalf of the employee to CalPERS.
Tier 3: For New Members, as defined by PEPRA, the City has contracted with PERS to provide 2% at 57 Retirement Benefit with three years of their highest average salary calculated as final compensation. The required employee contribution for new members is adjusted periodically by CalPERS.
Miscellaneous (Non-Sworn) Managers:
Effective January 1, 2013, the employees’ retirement formula shall be determined by a three-tier system:
Tier 1: For Classic Members hired by the City before July 1, 2012, the City has contracted with PERS to provide 2% at 55 Retirement Benefit with the single highest one-year salary calculated as final compensation. Employees shall pay the entire portion of the required 7% employee contribution on behalf of the employee to CalPERS.
Tier 2: For Classic Members hired by the City after July 1, 2012, the City has contracted with PERS to PAGE 109 of 294
provide 2% at 60 Retirement Benefit with three years of their highest average salary calculated as final compensation. Employees shall pay the entire portion of the required 7% employee contribution on behalf of the employee to CalPERS.
Tier 3: For New Members, as defined by PEPRA, the City has contracted with PERS to provide 2% at 62 Retirement Benefit with three years of their highest average salary calculated as final compensation. The required employee contribution for new members is adjusted periodically by CalPERS.
Participation in Public Agency Retirement Services (PARS) Employees deemed ineligible for participation in the CalPERS Retirement System (typically part-time employees) shall participate in the PARS retirement program, which is a qualified alternative to Social Security. The Plan requires a 7.5% contribution per pay period, which shall be evenly split between the City and the employee.
Deferred Compensation
Effective July 1, 2022, all non-sworn full-time employees shall be eligible for a dollar-for-dollar matching contribution to the City-sponsored deferred compensation program, up to a maximum City contribution of $100 per month. Effective July 1, 2022, all sworn full-time Police employees assigned to the Tier 3 Retirement formula (also known as “the PEPRA Tier”) shall be eligible for a dollar-for-dollar matching contribution to the City-sponsored deferred compensation program, up to a maximum of $175 per month.
SECTION 6. MEDICAL AND OTHER HEALTH BENEFITS
(a) FLEXIBLE MEDICAL BENEFITS. Effective February 1, 2009 the City of San Marino commenced participation in the Public Employees’ Medical and Hospital Care Act, Government Code Sections 22750 et. seq. The employer contribution for annuitants shall at all times equal employer contribution paid for active employees. Medical benefits shall be under the PERS medical program. (b) OTHER HEALTH BENEFITS. The City shall make available to current full-time employees group dental and vision programs, for as long as employee participation permits such programs to be provided.
Employees may join or remove themselves or their dependents from participation in any program once annually. The City shall notify employees of the join/remove period by providing a notice with payroll at least three (3) weeks prior to the time period.
(c) EMPLOYEE PARTICIPATION. All eligible employees (typically only full-time employees) shall be covered under the PERS medical program, except as provided for herein. The employee may select from the PERS plans which health program is best for the employee's family once annually. Employees may modify their dependent medical coverage under the PERS health plan as permitted by the insurance company. Should the program cost more than the City's contribution provided in this Article, the City shall deduct the additional funds from the employee's paycheck to pay the difference.
If an employee is able to provide proof of coverage under a spouse's or other health insurance plan, the employee need not obtain health insurance under the City's provided PERS medical program. All employees electing not to participate in the City's PERS medical program shall be required to:
1. Submit adequate written proof of medical coverage;
2. Provide the City with no less than thirty (30) days written notice before any such medical coverage is canceled; and
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3. Execute a liability and hold harmless release form removing the City from all liability resulting from medical coverage or the lack thereof.
(d) CITY CONTRIBUTION. The City's contribution is established at two-hundred seventy-five dollars ($275.00) per month per annuitant and active eligible employee. This monthly contribution shall only increase as required by the Board of Administration of the Public Employees’ Retirement System or the State Legislature, as set forth in Government Code Section 22892.
The City of San Marino will establish a flexible floating fringe benefit pool (“FFBP”) for currently active employees. This “FFBP” shall not be used by any current annuitants or future annuitants. The purpose of the “FFBP” is to provide current active employees with additional health insurance, life insurance, vision insurance, disability insurance, and dental insurance.
For a two-year term, the City of San Marino commits to fully funding the cost of the insurances noted above for the employee and all eligible dependents, capped at the rates for the Los Angeles County region of medical coverage.
Effective January 1, 2023, the City of San Marino shall contribute the following flat rates per month on behalf of each currently active employee to the “FFBP”:
No Coverage Elected for Medical Insurance: $ 831.94
Employee Only Coverage Elected for Medical Insurance: $ 831.94 Employee +1 Dependent Coverage Elected for Medical Insurance: $1,875.10 Employee + 2 or More Dependents Coverage Elected for Medical Insurance: $2,537.36 Effective January 1, 2024, the City will fully fund the same insurances noted above, recalculating the amounts based on insurance premium increases.
In the event that the “FFBP” fails to cover the actual costs of the additional health insurance, required life insurance, vision insurance, required disability insurance, and dental insurance, the individual employee shall pay the difference. Any “FFBP” amount left unspent on actual insurance costs will be forfeited by the employee, with no option to cash it out, utilize it towards voluntary benefits, etc. (e) LEGACY CASH-OUT PROGRAM. In 2019, the City of San Marino discontinued the practice of permitting the unused amount of the FFBP to be cashed out by current and/or new employees. Only employees who were cashing out at the time of the previous MOU adoption were permitted to continue. That policy continues in this MOU. The employees who continue to have a cash-out amount are now part of this “Legacy Cash Out Program.” Said cash-out shall not be compensable to CalPERS as salary pursuant to California Code of Regulations, Chapter 2, Article 5, Section 572 (2CCR571). As before, all cash-out amounts are capped and shall never increase from the current amounts, but may decrease, as follows.
All Legacy Cash Out participants who elect medical insurance coverage shall have the amount of their cashout reduced on a penny-for-penny basis directly proportional to any increase to their insurance costs. For example, if an employee’s insurance costs increase by $50.75 per month, that employee’s cash-out will reduce PAGE 111 of 294
by $50.75 per month. Effective July 1, 2022, any reduction becomes the new maximum cash-out amount for the employee and may decrease again in the future, but never increase.
For Legacy Cash Out Program employees who waive medical insurance coverage, their cash-out amounts will be reduced by the average percent that the cash-out reduced for Legacy employees who elect medical insurance coverage. For example, if the Legacy employees who elect medical insurance see an overall average reduction of 3.75% in their collective cash-out amount, then Legacy employees who waive medical insurance will see a corresponding 3.75% reduction in their cash-out amounts. Effective July 1, 2022, any reduction becomes the new maximum cash-out amount for the employee and may decrease again in the future, but never increase.
(f) RETIREE PARTICIPATION. Retirees, who have retired under a PERS retirement program after a minimum of five (5) years of full-time employment with the City or who have been authorized by the City Manager, shall be eligible to participate in the PERS medical program, the dental program and the vision plan provided by the City for current employees as provided in this Article.
Retirees and their dependents shall be eligible to remain in the PERS medical program for as long as they shall meet the requirements of said program. Retirees shall be eligible to participate in the other health programs provided for herein until they reach the age of sixty-five (65). Retirees may carry dependent coverage under the health programs (other than PERS medical) provided for herein until the dependent reaches the age of sixty-five (65).
Retirees shall be provided $275 per month, to be used for payment toward the medical and health benefits contained herein. If a retiree selects a program(s) in excess of the amount provided by the City, the Retiree shall be responsible for paying the balance due. Should the retiree select a program(s) costing less than the amount provided by the City or elect not to have any coverage, the employee shall have no rights to the balance available.
The City shall increase the contribution available to retirees by the amount required by the PERS medical program.
(g) LONG TERM DISABILITY INSURANCE. The City shall provide a Long Term Disability (LTD) insurance program for affected employees. The cost for said LTD insurance shall be paid by the employee from the monthly City contribution noted earlier in this Section. All affected employees shall be required to participate in the Long Term Disability insurance program.
The Short/Long Term Disability program shall be with a thirty (30) day elimination period up to age 65. (h) LIFE INSURANCE. The City shall provide a life insurance benefit in the amount of fifty thousand dollars ($50,000.00) per employee. The cost for said life insurance shall be paid by the employee from the monthly City contribution.
All affected employees shall be required to participate in the life insurance program. An employee may buy additional life insurance at their own cost.
(i) PART-TIME EMPLOYEE PARTICIPATION. Effective January 1, 2023, part-time employees may elect to participate in all eligible insurance programs at their own cost; there will be no City contribution.
Eligibility determinations are made by the insurance plans themselves, but the City anticipates that dental, vision, life, disability, and supplemental programs will likely be available.
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SECTION 7. NON-SWORN WORK SCHEDULES
Effective March 1, 2020, the following work schedule shall take effect for full-time employees unless otherwise modified by the City Manager.
Monday-Thursday 7:00 a.m. to 5:00 p.m.
Friday 7:00 a.m. to 11:00 a.m.
Affected Employees Include:
• City Hall:
o Accounting Manager/Controller
o Assistant to the City Manager/ Community Engagement Manager o City Clerk
o Code Enforcement Manager
o Community Development Director
o Finance Director
o Human Resources Manager and/or Director
• Community Services:
o Community Services Director
o Recreation Manager
• Police:
o Police Records Manager
• Public Works:
o Parks and Public Works Director
o Public Works Manager
Exceptions:
• Library Manager: Monday through Friday 9:00 a.m to 6:00 p.m.
SECTION 8. HOLIDAYS
All full-time employees shall be entitled to the following eleven (11) holidays as days off with pay:
New Year's Day
President's Day
Memorial Day
Fourth of July
Labor Day
Veteran's Day
Thanksgiving Day
Friday after Thanksgiving
Christmas Eve
Christmas Day
New Year's Eve
Full-time exempt employees required by the City Manager to work a holiday may (on an hour-for-hour basis up to a maximum of one full day) credit those working hours to their Holiday Earned accrual account or use PAGE 113 of 294
the equivalent number of hours within that same pay period, subject to their supervisor’s approval of the day off.
SECTION 9. SICK LEAVE
Accumulation:
Full-time employees shall accrue five (5) hours of paid sick leave at the end of each pay period not to exceed ten (10) hours per month, up to a maximum of two-hundred and forty (240) hours. Upon reaching the maximum accrual allowed, accrued hours received above the maximum shall be placed in a “bank,” only to be used in the event of a catastrophic illness with the approval of the City Manager.
Newly-hired full-time employees shall receive sixty (60) hours of sick leave time on the date of initial hire as an advance for accruals, and shall be eligible to begin the monthly accrual provided for herein beginning the first day of the month following completion of six (6) months of employment.
Effective January 1, 2024, part-time employees shall be provided with forty (40) hours of paid sick leave upon hire, and annually on July 1st of each year thereafter. Part-time employees are eligible to use sick leave after 30 days of employment. Additionally, part-time employees hired prior to January 1, 2024 shall be provided with a one-time sixteen (16) hours of paid sick leave on January 1, 2024. Part-time employees do not carry over unused sick leave into the following fiscal year.
Sick leave shall be used solely for:Usage:
Paid sick leave may be used for the following reasons:
1. For the employee’s own diagnosis, care, or treatment of an existing health condition or preventative care.
For the
2. Ddiagnosis, care or treatment of an existing health condition or preventative care for an employee or an employee’s family member(s). For purposes of this policy, family member means any of the following:
- Child (including biological, adopted or foster child; stepchild; legal ward; or a child to whom the employee stands in loco parentis regardless of age or dependency status; - Spouse or registered domestic partner;
- Parent (including biological, adoptive, or foster parent; stepparent; legal guardian of an employee or the employee’s spouse or registered domestic partner; or a person who stood in loco parentis when the employee was a minor child); - Grandparent
- Grandchild;
- Sibling; or
- Designated person, which means a person identified by the employee at the time employee requests paid sick leave. Each employee is limited to one designated person per 12-month period for paid sick leave.
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1.3. To obtain relief or services related to being a victim of domestic violence, sexual assault, or stalking as described in Labor Code Section 230(c) and 230.1(a).
Part-time employees may not use paid sick leave until after completion of 90 days of employment with the City.
No portion of this Section shall be deemed to prevent an employee from utilizing other accrued leave time, if available, for the purpose of medical or sick leave.
Notice Procedures:
If the need for paid sick leave is foreseeable, the employee shall provide reasonable advance notice to their supervisor by submitting a “Leave Request” form.
If the need for paid sick leave is unforeseeable, the employee shall provide notice to their supervisor of the need for the leave as soon as practicable, either verbally or in writing. The employee shall then submit a “Leave Request” on the day the employee returns to work.
Employees requesting time off under this policy shall provide as much advance notice as possible to their immediate supervisor by submitting a “Leave Request” form.
An employee shall submit a "Leave Request" form to the City Manager no less than twenty-four (24) hours prior to taking sick leave for pre-scheduled medical appointments An employee who has been absent from work due to illness shall complete a "Leave Request" form on the day he/she returns to work indicating the date, times and nature of illness.
Catastrophic Leave Donations:
In the event an employee experiences a catastrophic illness, the employee may be credited donated sick leave hours from other employees’ sick leave accruals upon prior approval of the City Manager. The employee must first exhaust all their sick and vacation leave prior to receiving any sick leave donation. Catastrophic leave will be approved upon presentation of a “medical certification of a serious health condition.” Cash Outs:
Full-time management employees may elect to cash out sick leave balances in excess of 160 hours at a rate of .50 on the dollar of their base hourly rate of pay. Employees must maintain a minimum of 160 hours of sick leave in order to be compensated. Accruals will be based on balances during the last pay period of each fiscal year.
Separation:
Each part-time employee shall accrue to up three paid sick leave days (24 hours) in a twelve (12) month period as long as they work in excess of thirty (30) days or more within a year of beginning employment. In sum, employees accrue one (1) hour of paid sick leave for every thirty (30) hours worked; however, employees in this category shall not be entitled to use the sick leave until the 90th day of employment.
The City may limit the use of sick leave to twenty-four (24) hours per year.
Unused sick leave is forfeited upon separation from City employment. If an employee, whether full-time or part-time, separates from City employment and is rehired by the City within one year of the date of separation, PAGE 115 of 294
previously unused sick leave hours shall be reinstated.
The days worked for the City, by an employee who separates from the City and is rehired within 12 months from the date of separation, will count toward the 90 day qualification period.
Full-time employees leaving employment with the City for any reason within the first six (6) months of employment, having received an advance for accruals of sick leave time and having used said sick leave time at a rate greater than ten (10) or twelve (12) hours as applicable of sick leave time off for each month of actual employment during the six (6) month period of the advance, shall have the amount of sick leave time off in excess of ten (10) or twelve (12) hours per month deducted from the employee's final payroll on an hour for hour basis at the employee's hourly salary rate at the time of separation.
SECTION 10. BEREAVEMENT LEAVE
On the death of a member of an employee's immediate family; meaning spouse, natural or adopted child, step-child, grandchild, brother, sister, parent, grandparent, parent-in-law, brother-in-law or sister-inlaw, step-parent, step-brother, step-sister, or other relative living in the same household, the full-time or parttime employee shall be granted bereavement leave as follows:
(a) If the death occurred within a two hundred (200) mile radius of the City of San Marino, the employee shall be granted up to three (3) days bereavement leave, at the number of hours that employee is typically scheduled for on those days.
(b) If the death occurred outside a two hundred (200) mile radius of the City of San Marino, the employee shall be granted up to five (5) days bereavement leave, at the number of hours that employee is typically scheduled for on those days.
Upon request, the City Manager may grant paid bereavement leave in excess of the leave provided herein.
SECTION 11. VACATION LEAVE
All full-time unrepresented employees shall accrue vacation leave in accordance with the following formula:
(a) 7.5 hours for each month during the first (1st) through fifth (5th) year of employment (90.0 hours annually).
(b) 8.0 hours for each month during the sixth (6th) year of employment (96.0 hours annually). (c) 9.0 hours for each month during the seventh (7th) year of employment (108.0 hours annually). (d) 9.5 hours for each month during the eighth (8th) year of employment (114.0 hours annually). (e) 10.0 hours for each month during the ninth (9th) through the nineteenth (14th) year of employment (120.0 hours annually).
(f) 11.5 hours for each month during the fifteenth (15th) through the nineteenth (19th) year of employment (138 hours annually).
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(g) 13.5 hours for each month during the twentieth (20th) through the twenty-fifth (25th) year of employment (162.0 hours annually).
(h) 15.0 hours for each month beginning with the twenty-sixth (26th) year of employment (180.0 hours annually).
Vacation leave shall be deemed as having been accrued by the employee only at the end of the pay period in which the employee was in the service of the City. If employment begins prior to the fifteenth (15th) of the month, vacation leave shall be accrued for that month. If employment begins after the fifteenth (15th) of the month vacation leave shall be accrued beginning with the first (1st) day of the following month. If termination occurs prior to the sixteenth (16th) day of the month no vacation leave shall be accrued for that month.
Accrual at the next highest incremental rate shall begin at the end of the first pay period ending after the employee's anniversary date of original employment with the City, regardless of any promotions or demotions. If the anniversary date is the first (1st) of the month the higher rate shall be credited for that month.
If the anniversary date is the sixteenth (16th) of the month the higher rate shall begin with the first (1st) day of the following month.
Employees shall be eligible to accrue a maximum of two (2) times the annual vacation leave for which the employee is eligible pursuant to this Section. Vacation leave in excess of the maximum accrual shall be compensated on the regular payroll following the month in which the maximum accrual was attained at the hourly rate pay in effect in the month of accrual. Accrual in excess of the maximum permitted herein may be granted by the City Manager if special circumstances so warrant.
SECTION 12. ADMINISTRATIVE LEAVE
All full-time unrepresented employees shall be eligible for administrative leave in recognition of the additional hours required in performance of their duties. Administrative leave shall be taken only upon the approval of the City Manager. Administrative leave shall be accrued at the end of the first pay period beginning after July 1st of each year and shall not be carried beyond the fiscal year in which it is accrued, and remaining administrative leave time shall not be compensated.
Employees may accrue up to eighty 80 hours of administrative leave annually at the discretion of the City Manager. Any unused accrued administrative leave shall be paid out to an employee upon separation from City employment.
SECTION 13. OTHER LEAVES OF ABSENCE
Full-time employees may be eligible for absence without pay for periods of up to thirty (30) days upon approval of the City Manager.
Full-time employees may be eligible for absence with or without pay for a period of not more than one (1) year upon approval of the City Manager and the City Council.
SECTION 14. PROBATION UPON APPOINTMENT
Department director and part-time employees are designated as “at-will.” All other unrepresented PAGE 117 of 294
employees who are not at-will and are appointed from outside City employment shall be subject to a twelve (12) month probationary period following their appointment to a management position, unless extended or shortened by the City Manager for no more than six months in either direction. An unrepresented not at-will current City employee who is promoted shall serve a six (6) month probationary period, unless extended or shortened by the City Manager for no more than six months in either direction.
SECTION 15. UNIFORMS
Unrepresented employees required to wear a uniform regularly as part of their duties for the City shall have the uniforms provided by the City, unless otherwise specified below.
The Fire Chief and Fire Division Chief(s) shall be provided the sum of $200 each year for maintenance of regular fire uniforms.
The Police Chief and Police Commanders shall be provided the sum of $1000 each year for maintenance and purchase of police uniforms.
The Public Works Manager, Code Enforcement Manager, and part-time Code Enforcement Officer(s) shall be provided the sum of $300 each year for replacement of work boots.
SECTION 16. SEVERANCE PROVISION FOR AT-WILL DEPARTMENT HEADS In recognition of the fact that Department Heads serve at the will and pleasure of the City Manager (with City Council concurrence), the City Manager shall offer severance pay to any Department Head who is terminated involuntarily or pursuant to a negotiated separation agreement, in an amount not to exceed four months of base salary.
The amount of such severance shall be subject to the following provisions:
1. An employee must have at least 12 months of service as a Department Head with the City.
2. An employee may be eligible for up to four months of base salary based on years of service as a Department Head, as follows:
• 0-12 months - No Severance
• Completion of 12 months - 1 month of severance pay
• Completion of 24 months - 2 months of severance pay
• Completion of 36 months - 3 months of severance pay
• Completion of 48 months - 4 month of severance pay
3. Any severance pay is conditioned on the execution of a full release and waiver as to all employmentrelated issues by the Department Head.
4. This provision shall not apply to any retirement (either service or disability), death, and/or any voluntary resignation by a Department Head.
SECTION 17. ARPA (COVID-19) BONUS
All full-time employees employed by the City on January 3, 2023, shall receive a one-time bonus of $100 for each month employed by the City from March 2020 through June 2022. The total amount received shall not exceed twenty-eight hundred dollars ($2800) in total and will be prorated in general and for partial months.
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SECTION 18. APPEARANCE GUIDELINES
The City’s 2020 Business Attire and Grooming Policy (Non-Sworn) has been updated to provide for a casual Friday. All employees are subject to this policy, which is included here as Exhibit B.
EXHIBIT “A”
WAGE BENEFIT SCHEDULE
Executive Managers
Monthly Rates Effective: 10/4/2022
Step A Step B Step C Step D Step E
Fire Chief $14,994 $20,048
Chief of Police $14,994 $18,225
Community
Development
Director
$13,363 $16,244
Finance
Director
$13,363 $16,244
Human
Resources
Director
$13,363 $16,244
Parks & Public
Works Dir./City
Eng.
$13,363 $16,244
Community
Services
Director
$11,711 $14,235
Assistant to the
City Manager
$9,179 $11,157
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Executive Managers
Monthly Rates Effective: 7/1/2023
Step A Step B Step C Step D Step E
Fire Chief $15,594 $20,850
Chief of Police $15,594 $20,850
Community
Development
Director
$13,898 $16,893
Finance
Director
$13,898 $16,893
Human
Resources
Director
$13,898 $16,893
Parks & Public
Works Dir./City
Eng.
$13,898 $16,893
Community
Services
Director
$12,180 $14,805
Assistant to the
City Manager
$9,546 $11,603
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Managers
Monthly Rates Effective: 7/1/2022
Step A Step B Step C Step D Step E
Police
Commander $12,782 $13,421 $14,092 $14,797 $15,536
Fire Division
Chief $12,782 $13,421 $14,092 $14,797 $15,536
Public Works
Manager $9,179 $9,638 $10,120 $10,626 $11,157
Accounting
Manager/
Controller $9,179 $9,638 $10,120 $10,626 $11,157
Library
Manager $9,179 $9,638 $10,120 $10,626 $11,157
Police Records
Manager $9,179 $9,638 $10,120 $10,626 $11,157
Recreation
Manager $9,179 $9,638 $10,120 $10,626 $11,157
Code
Enforcement
Manager $9,179 $9,638 $10,120 $10,626 $11,157
City Clerk $9,179 $9,638 $10,120 $10,626 $11,157
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Managers
Monthly Rates Effective: 7/1/2023
Step A Step B Step C Step D Step E
Police
Commander $13,293 $13,958 $14,656 $15,388 $16,158
Fire Division
Chief $13,293 $13,958 $14,656 $15,388 $16,158
Public Works
Manager $9,546 $10,023 $10,524 $11,051 $11,603
Accounting
Manager/
Controller $9,546 $10,023 $10,524 $11,051 $11,603
Library
Manager $9,546 $10,023 $10,524 $11,051 $11,603
Police Records
Manager $9,546 $10,023 $10,524 $11,051 $11,603
Recreation
Manager $9,546 $10,023 $10,524 $11,051 $11,603
Code
Enforcement
Manager $9,546 $10,023 $10,524 $11,051 $11,603
City Clerk $9,546 $10,023 $10,524 $11,051 $11,603
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Part-Time Employees
Hourly Rates Effective: 7/1/2022
Step A Step B Step C
Recreation
Supervisor $40.21 $42.22 $44.33
Code
Enforcement
Officer $34.10 $35.80 $37.59
Police
Records Clerk $27.29 $28.65 $30.09
Child
Development
Specialist
$23.58 $24.76 $26.00
Professional
Intern $21.26 $22.33 $23.44
Assistant Pool
Manager $20.64 $21.67 $22.76
Maintenance
Assistant $19.89 $20.89 $21.93
Recreation
Specialist $18.78 $19.72 $20.70
Water Safety
Instructor $18.78 $19.72 $20.70
Library
Assistant $18.59 $19.51 $20.49
Library
Monitor $17.72 $18.60 $19.53
Police Cadet $17.48 $18.36 $19.28
Library Clerk $16.24 $17.05 $17.91
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Library Page $16.05 $16.85 $17.70
Park
Attendant $16.05 $16.85 $17.70
Recreation
Program
Leader $16.05 $16.85 $17.70
Lifeguard $16.05 $16.85 $17.70
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Part-Time Employees
Hourly Rates Effective: 7/1/2023
Step A Step B Step C
Recreation
Supervisor $41.82 $43.91 $46.11
Code
Enforcement
Officer $35.46 $37.23 $39.09
Police
Records Clerk $28.37 $29.79 $31.28
Child
Development
Specialist $24.53 $25.75 $27.04
Pool Manager $24.53 $25.75 $27.04
Professional
Intern $22.11 $23.22 $24.38
Assistant Pool
Manager $21.47 $22.54 $23.67
Maintenance
Assistant $20.69 $21.72 $22.81
Recreation
Specialist $19.53 $20.51 $21.53
Water Safety
Instructor $19.53 $20.51 $21.53
Library
Assistant $19.33 $20.30 $21.31
Library
Monitor $18.43 $19.35 $20.31
Police Cadet $18.18 $19.09 $20.05
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Library Clerk $16.89 $17.74 $18.62
Library Page $16.69 $17.53 $18.40
Park
Attendant $16.69 $17.53 $18.40
Recreation
Program
Leader $16.69 $17.53 $18.40
Lifeguard $16.69 $17.53 $18.40
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UNREPRESENTED EMPLOYEES
SALARY AND BENEFITS SCHEDULE
PERIOD COVERING
JULY 1, 2022 THROUGH JUNE 30, 2024
AS AMENDED BY RESOLUTION NO. R-24-04
SECTION 1. INTRODUCTION
This salary and benefit schedule shall represent the compensation program provided to unrepresented employees of the City of San Marino for the period July 1, 2022 through June 30, 2024. Unrepresented employees include department directors/chiefs, managers, and part-time employees. All full-time unrepresented employees are designated FLSA “exempt.”
SECTION 2. SALARY
A schedule of job classifications together with salary rate ranges is set forth in Exhibit A and attached hereto.
Said salary rates shall be effective as indicated.
Notwithstanding the classification’s exempt status, the Fire Division Chief classification shall receive timeand-one-fifth (1.2 times the employee’s regular rate of pay) compensation for administrative duties worked beyond 112.31 hours in a pay period. In circumstances where an employee in the Fire Division Chief classification assumes supplemental responsibilities on a temporary basis, a maximum duration of 12 consecutive months, the Fire Chief is authorized to grant up to an additional 10% of compensation at the employee’s base salary rate for the duration of the assignment.
In circumstances where a Department Director assumes responsibility for an additional department, the City Manager is authorized to grant an additional 10%-15% of compensation at the employee’s base salary rate for the duration of the assignment, to be effective after the first two weeks have elapsed per occurrence.
Management employees promoted to their position from within City employment shall receive at least a five percent (5%) salary increase. Management employees appointed from outside City employment shall receive a salary at the level approved by the City Manager.
Management employees shall be eligible for a merit increase within their appropriate salary range following the successful conclusion of their initial probationary period (for those who serve a probationary period), and each twelve (12) months thereafter, following an evaluation of the employee by the City Manager or his/her designee.
Employees with unsatisfactory performance shall not receive a merit increase.
SECTION 3. TUITION REIMBURSEMENT
Full-time employees are eligible for reimbursement for costs incurred during the fiscal year related to pursuing a formal college degree. Costs for books, fees and tuition are eligible for reimbursement. Maximum annual reimbursement is $2,500 per employee. Actual amount may vary based on available funds and the number of members submitting for reimbursement and the total amount requested by applicants. Maximum annual funds available for the program is $5,000. Amount of funds to be dispersed will be established at the PAGE 127 of 294
end of the fiscal year and will be based on the number of applicants and the total amount requested.
If the total amount requested exceeds $5,000, then the $2,500 maximum per applicant will be reduced for all applicants to an amount which will result in a cumulative maximum of $5,000. • Example 1 – Five members apply. One for $2,500 and the others for $1,000 each. The maximum benefit would be reduced to $1,000 for each applicant.
• Example 2 - Three members apply. Two for $2,500 and one for $1,000. The maximum benefit would be reduced to $2,000 for each applicant.
SECTION 4. VEHICLE USE
Employees required to use their own vehicles for City business may be reimbursed for mileage at the rate established by the Internal Revenue Service.
The following positions may be assigned City vehicles, with the approval of the City Manager, for their use due to the unique nature of these positions and their responsibility at any and all times to be called upon to respond to emergency situations:
Police Chief
Police Commander
Fire Chief
Fire Division Chief
Parks and Public Works Director/City Engineer
Public Works Manager
The City will provide all maintenance upkeep, fuels, and insurance on the assigned City vehicle.
Personal use of the assigned City vehicle beyond commuting from home to work and work to home is prohibited, except during those times when the employee is on call. In those cases, the employees personal use is limited to the local area. Any employee issued a City vehicle agrees to hold the City harmless to waive all rights to seek damages for injury to him/herself for personal use of the vehicle. The waiver shall be prepared by the City.
Assignment of a City vehicle may be revoked or modified by the City Council, City Manager, or respective department without recourse by the employee.
SECTION 5. RETIREMENT
Employees eligible for participation in the CalPERS Retirement system shall be subject to the following rules.
Employees not deemed eligible for membership in the CalPERS system shall participate in PARS.
New Members
The Public Employees’ Pension Reform Act of 2013 (PEPRA) defines a “new member” as any of the following:
• A new hire who is brought into CalPERS membership for the first time on or after January 1, 2013, and who has no prior membership in any California public retirement system. • A new hire who is brought into CalPERS membership for the first time on or after January 1, 2013, and who is not eligible for reciprocity with another California public retirement system. • A member who first established CalPERS membership prior to January 1, 2013, and who is rehired by a different CalPERS employer after a break in service of greater than six months.
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Classic Members
CalPERS refers to all members that do not fit within the definition of a new member as “classic members.” Fire Managers:
Effective January 1, 2013, the employees’ retirement formula shall be determined by a three-tier system:
Tier 1: For Classic Members hired by the City before July 1, 2006, the City has contracted with PERS to provide 3% at 50 Retirement Benefit with the single highest one-year salary calculated as final compensation. Employees shall pay the entire portion of the required 9% employee contribution on behalf of the employee to CalPERS.
Tier 2: For Classic Members hired by the City on or after July 1, 2006 and before January 1, 2013 the City has contracted with PERS to provide 3% at 55 Retirement Benefit with the single highest one-year salary calculated as final compensation. Employees shall pay the entire portion of the required 9% employee contribution on behalf of the employee to CalPERS.
Tier 3: For New Members, as defined by PEPRA, the City previously contracted with PERS to provide 2% at 57 Retirement Benefit with three years of their highest average salary calculated as final compensation. With the adoption of this year’s Firefighters’ Association MOU, the City will pursue execution of a contract amendment with CalPERS to establish a new PEPRA tier at the
2.7% @ 57 formula. Once the new tier is effective, all current Fire PEPRA employees will be transferred from the 2% @ 57 formula to the 2.7% @ 57 formula and all new Fire PEPRA employees will be enrolled in this new tier. The required employee contribution for new members is adjusted periodically by CalPERS.
Police Managers:
Effective January 1, 2013, the employees’ retirement formula shall be determined by a three-tier system:
Tier 1: For Classic Members hired by the City before November 18, 2012, the City has contracted with PERS to provide 3% at 50 Retirement Benefit with the single highest one-year salary calculated as final compensation. Employees shall pay the entire portion of the required 9% employee contribution on behalf of the employee to CalPERS.
Tier 2: For Classic Members hired by the City on or after November 18, 2012, the City has contracted with PERS to provide 2% at 55 Retirement Benefit with three years of their highest average salary calculated as final compensation. Employees shall pay the entire portion of the required 7% employee contribution on behalf of the employee to CalPERS.
Tier 3: For New Members, as defined by PEPRA, the City has contracted with PERS to provide 2% at 57 Retirement Benefit with three years of their highest average salary calculated as final compensation. The required employee contribution for new members is adjusted periodically by CalPERS.
Miscellaneous (Non-Sworn) Managers:
Effective January 1, 2013, the employees’ retirement formula shall be determined by a three-tier system:
Tier 1: For Classic Members hired by the City before July 1, 2012, the City has contracted with PERS to provide 2% at 55 Retirement Benefit with the single highest one-year salary calculated as final compensation. Employees shall pay the entire portion of the required 7% employee contribution on behalf of the employee to CalPERS.
Tier 2: For Classic Members hired by the City after July 1, 2012, the City has contracted with PERS to PAGE 129 of 294
provide 2% at 60 Retirement Benefit with three years of their highest average salary calculated as final compensation. Employees shall pay the entire portion of the required 7% employee contribution on behalf of the employee to CalPERS.
Tier 3: For New Members, as defined by PEPRA, the City has contracted with PERS to provide 2% at 62 Retirement Benefit with three years of their highest average salary calculated as final compensation. The required employee contribution for new members is adjusted periodically by CalPERS.
Participation in Public Agency Retirement Services (PARS) Employees deemed ineligible for participation in the CalPERS Retirement System (typically part-time employees) shall participate in the PARS retirement program, which is a qualified alternative to Social Security. The Plan requires a 7.5% contribution per pay period, which shall be evenly split between the City and the employee.
Deferred Compensation
Effective July 1, 2022, all non-sworn full-time employees shall be eligible for a dollar-for-dollar matching contribution to the City-sponsored deferred compensation program, up to a maximum City contribution of $100 per month. Effective July 1, 2022, all sworn full-time Police employees assigned to the Tier 3 Retirement formula (also known as “the PEPRA Tier”) shall be eligible for a dollar-for-dollar matching contribution to the City-sponsored deferred compensation program, up to a maximum of $175 per month.
SECTION 6. MEDICAL AND OTHER HEALTH BENEFITS
(a) FLEXIBLE MEDICAL BENEFITS. Effective February 1, 2009 the City of San Marino commenced participation in the Public Employees’ Medical and Hospital Care Act, Government Code Sections 22750 et. seq. The employer contribution for annuitants shall at all times equal employer contribution paid for active employees. Medical benefits shall be under the PERS medical program. (b) OTHER HEALTH BENEFITS. The City shall make available to current full-time employees group dental and vision programs, for as long as employee participation permits such programs to be provided.
Employees may join or remove themselves or their dependents from participation in any program once annually. The City shall notify employees of the join/remove period by providing a notice with payroll at least three (3) weeks prior to the time period.
(c) EMPLOYEE PARTICIPATION. All eligible employees (typically only full-time employees) shall be covered under the PERS medical program, except as provided for herein. The employee may select from the PERS plans which health program is best for the employee's family once annually. Employees may modify their dependent medical coverage under the PERS health plan as permitted by the insurance company. Should the program cost more than the City's contribution provided in this Article, the City shall deduct the additional funds from the employee's paycheck to pay the difference.
If an employee is able to provide proof of coverage under a spouse's or other health insurance plan, the employee need not obtain health insurance under the City's provided PERS medical program. All employees electing not to participate in the City's PERS medical program shall be required to:
1. Submit adequate written proof of medical coverage;
2. Provide the City with no less than thirty (30) days written notice before any such medical coverage is canceled; and
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3. Execute a liability and hold harmless release form removing the City from all liability resulting from medical coverage or the lack thereof.
(d) CITY CONTRIBUTION. The City's contribution is established at two-hundred seventy-five dollars ($275.00) per month per annuitant and active eligible employee. This monthly contribution shall only increase as required by the Board of Administration of the Public Employees’ Retirement System or the State Legislature, as set forth in Government Code Section 22892.
The City of San Marino will establish a flexible floating fringe benefit pool (“FFBP”) for currently active employees. This “FFBP” shall not be used by any current annuitants or future annuitants. The purpose of the “FFBP” is to provide current active employees with additional health insurance, life insurance, vision insurance, disability insurance, and dental insurance.
For a two-year term, the City of San Marino commits to fully funding the cost of the insurances noted above for the employee and all eligible dependents, capped at the rates for the Los Angeles County region of medical coverage.
Effective January 1, 2023, the City of San Marino shall contribute the following flat rates per month on behalf of each currently active employee to the “FFBP”:
No Coverage Elected for Medical Insurance: $ 831.94
Employee Only Coverage Elected for Medical Insurance: $ 831.94 Employee +1 Dependent Coverage Elected for Medical Insurance: $1,875.10 Employee + 2 or More Dependents Coverage Elected for Medical Insurance: $2,537.36 Effective January 1, 2024, the City will fully fund the same insurances noted above, recalculating the amounts based on insurance premium increases.
In the event that the “FFBP” fails to cover the actual costs of the additional health insurance, required life insurance, vision insurance, required disability insurance, and dental insurance, the individual employee shall pay the difference. Any “FFBP” amount left unspent on actual insurance costs will be forfeited by the employee, with no option to cash it out, utilize it towards voluntary benefits, etc. (e) LEGACY CASH-OUT PROGRAM. In 2019, the City of San Marino discontinued the practice of permitting the unused amount of the FFBP to be cashed out by current and/or new employees. Only employees who were cashing out at the time of the previous MOU adoption were permitted to continue. That policy continues in this MOU. The employees who continue to have a cash-out amount are now part of this “Legacy Cash Out Program.” Said cash-out shall not be compensable to CalPERS as salary pursuant to California Code of Regulations, Chapter 2, Article 5, Section 572 (2CCR571). As before, all cash-out amounts are capped and shall never increase from the current amounts, but may decrease, as follows.
All Legacy Cash Out participants who elect medical insurance coverage shall have the amount of their cashout reduced on a penny-for-penny basis directly proportional to any increase to their insurance costs. For example, if an employee’s insurance costs increase by $50.75 per month, that employee’s cash-out will reduce PAGE 131 of 294
by $50.75 per month. Effective July 1, 2022, any reduction becomes the new maximum cash-out amount for the employee and may decrease again in the future, but never increase.
For Legacy Cash Out Program employees who waive medical insurance coverage, their cash-out amounts will be reduced by the average percent that the cash-out reduced for Legacy employees who elect medical insurance coverage. For example, if the Legacy employees who elect medical insurance see an overall average reduction of 3.75% in their collective cash-out amount, then Legacy employees who waive medical insurance will see a corresponding 3.75% reduction in their cash-out amounts. Effective July 1, 2022, any reduction becomes the new maximum cash-out amount for the employee and may decrease again in the future, but never increase.
(f) RETIREE PARTICIPATION. Retirees, who have retired under a PERS retirement program after a minimum of five (5) years of full-time employment with the City or who have been authorized by the City Manager, shall be eligible to participate in the PERS medical program, the dental program and the vision plan provided by the City for current employees as provided in this Article.
Retirees and their dependents shall be eligible to remain in the PERS medical program for as long as they shall meet the requirements of said program. Retirees shall be eligible to participate in the other health programs provided for herein until they reach the age of sixty-five (65). Retirees may carry dependent coverage under the health programs (other than PERS medical) provided for herein until the dependent reaches the age of sixty-five (65).
Retirees shall be provided $275 per month, to be used for payment toward the medical and health benefits contained herein. If a retiree selects a program(s) in excess of the amount provided by the City, the Retiree shall be responsible for paying the balance due. Should the retiree select a program(s) costing less than the amount provided by the City or elect not to have any coverage, the employee shall have no rights to the balance available.
The City shall increase the contribution available to retirees by the amount required by the PERS medical program.
(g) LONG TERM DISABILITY INSURANCE. The City shall provide a Long Term Disability (LTD) insurance program for affected employees. The cost for said LTD insurance shall be paid by the employee from the monthly City contribution noted earlier in this Section. All affected employees shall be required to participate in the Long Term Disability insurance program.
The Short/Long Term Disability program shall be with a thirty (30) day elimination period up to age 65. (h) LIFE INSURANCE. The City shall provide a life insurance benefit in the amount of fifty thousand dollars ($50,000.00) per employee. The cost for said life insurance shall be paid by the employee from the monthly City contribution.
All affected employees shall be required to participate in the life insurance program. An employee may buy additional life insurance at their own cost.
(i) PART-TIME EMPLOYEE PARTICIPATION. Effective January 1, 2023, part-time employees may elect to participate in all eligible insurance programs at their own cost; there will be no City contribution.
Eligibility determinations are made by the insurance plans themselves, but the City anticipates that dental, vision, life, disability, and supplemental programs will likely be available.
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SECTION 7. NON-SWORN WORK SCHEDULES
Effective March 1, 2020, the following work schedule shall take effect for full-time employees unless otherwise modified by the City Manager.
Monday-Thursday 7:00 a.m. to 5:00 p.m.
Friday 7:00 a.m. to 11:00 a.m.
Affected Employees Include:
• City Hall:
o Accounting Manager/Controller
o Assistant to the City Manager/ Community Engagement Manager o City Clerk
o Code Enforcement Manager
o Community Development Director
o Finance Director
o Human Resources Manager and/or Director
• Community Services:
o Community Services Director
o Recreation Manager
• Police:
o Police Records Manager
• Public Works:
o Parks and Public Works Director
o Public Works Manager
Exceptions:
• Library Manager: Monday through Friday 9:00 a.m to 6:00 p.m.
SECTION 8. HOLIDAYS
All full-time employees shall be entitled to the following eleven (11) holidays as days off with pay:
New Year's Day
President's Day
Memorial Day
Fourth of July
Labor Day
Veteran's Day
Thanksgiving Day
Friday after Thanksgiving
Christmas Eve
Christmas Day
New Year's Eve
Full-time exempt employees required by the City Manager to work a holiday may (on an hour-for-hour basis up to a maximum of one full day) credit those working hours to their Holiday Earned accrual account or use PAGE 133 of 294
the equivalent number of hours within that same pay period, subject to their supervisor’s approval of the day off.
SECTION 9. SICK LEAVE
Accumulation:
Full-time employees shall accrue five (5) hours of paid sick leave at the end of each pay period not to exceed ten (10) hours per month, up to a maximum of two-hundred and forty (240) hours. Upon reaching the maximum accrual allowed, accrued hours received above the maximum shall be placed in a “bank,” only to be used in the event of a catastrophic illness with the approval of the City Manager.
Newly-hired full-time employees shall receive sixty (60) hours of sick leave time on the date of initial hire as an advance for accruals, and shall be eligible to begin the monthly accrual provided for herein beginning the first day of the month following completion of six (6) months of employment.
Effective January 1, 2024, part-time employees shall be provided with forty (40) hours of paid sick leave upon hire, and annually on July 1st of each year thereafter. Additionally, part-time employees hired prior to January 1, 2024 shall be provided with a one-time sixteen (16) hours of paid sick leave on January 1, 2024. Part-time employees do not carry over unused sick leave into the following fiscal year.
Usage:
Paid sick leave may be used for the following reasons:
1. For the employee’s own diagnosis, care, or treatment of an existing health condition or preventative care.
2. For the diagnosis, care or treatment of an existing health condition or preventative care for an employee’s family member(s). For purposes of this policy, family member means any of the following:
- Child (including biological, adopted or foster child; stepchild; legal ward; or a child to whom the employee stands in loco parentis regardless of age or dependency status; - Spouse or registered domestic partner;
- Parent (including biological, adoptive, or foster parent; stepparent; legal guardian of an employee or the employee’s spouse or registered domestic partner; or a person who stood in loco parentis when the employee was a minor child);
- Grandparent;
- Grandchild;
- Sibling; or
- Designated person, which means a person identified by the employee at the time employee requests paid sick leave. Each employee is limited to one designated person per 12-month period for paid sick leave.
3. To obtain relief or services related to being a victim of domestic violence, sexual assault, or stalking as described in Labor Code Section 230(c) and 230.1(a).
Part-time employees may not use paid sick leave until after completion of 90 days of employment with the City.
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No portion of this Section shall be deemed to prevent an employee from utilizing other accrued leave time, if available, for the purpose of medical or sick leave.
Notice Procedures:
If the need for paid sick leave is foreseeable, the employee shall provide reasonable advance notice to their supervisor by submitting a “Leave Request” form.
If the need for paid sick leave is unforeseeable, the employee shall provide notice to their supervisor of the need for the leave as soon as practicable, either verbally or in writing. The employee shall then submit a “Leave Request” on the day the employee returns to work.
Catastrophic Leave Donations:
In the event an employee experiences a catastrophic illness, the employee may be credited donated sick leave hours from other employees’ sick leave accruals upon prior approval of the City Manager. The employee must first exhaust all their sick and vacation leave prior to receiving any sick leave donation. Catastrophic leave will be approved upon presentation of a “medical certification of a serious health condition.” Cash Outs:
Full-time management employees may elect to cash out sick leave balances in excess of 160 hours at a rate of .50 on the dollar of their base hourly rate of pay. Employees must maintain a minimum of 160 hours of sick leave in order to be compensated. Accruals will be based on balances during the last pay period of each fiscal year.
Separation:
Unused sick leave is forfeited upon separation from City employment. If an employee, whether full-time or part-time, separates from City employment and is rehired by the City within one year of the date of separation, previously unused sick leave hours shall be reinstated.
The days worked for the City, by an employee who separates from the City and is rehired within 12 months from the date of separation, will count toward the 90 day qualification period.
SECTION 10. BEREAVEMENT LEAVE
On the death of a member of an employee's immediate family; meaning spouse, natural or adopted child, step-child, grandchild, brother, sister, parent, grandparent, parent-in-law, brother-in-law or sister-inlaw, step-parent, step-brother, step-sister, or other relative living in the same household, the full-time or parttime employee shall be granted bereavement leave as follows:
(a) If the death occurred within a two hundred (200) mile radius of the City of San Marino, the employee shall be granted up to three (3) days bereavement leave, at the number of hours that employee is typically scheduled for on those days.
(b) If the death occurred outside a two hundred (200) mile radius of the City of San Marino, the employee shall be granted up to five (5) days bereavement leave, at the number of hours that PAGE 135 of 294
employee is typically scheduled for on those days.
Upon request, the City Manager may grant paid bereavement leave in excess of the leave provided herein.
SECTION 11. VACATION LEAVE
All full-time unrepresented employees shall accrue vacation leave in accordance with the following formula:
(a) 7.5 hours for each month during the first (1st) through fifth (5th) year of employment (90.0 hours annually).
(b) 8.0 hours for each month during the sixth (6th) year of employment (96.0 hours annually). (c) 9.0 hours for each month during the seventh (7th) year of employment (108.0 hours annually). (d) 9.5 hours for each month during the eighth (8th) year of employment (114.0 hours annually). (e) 10.0 hours for each month during the ninth (9th) through the nineteenth (14th) year of employment (120.0 hours annually).
(f) 11.5 hours for each month during the fifteenth (15th) through the nineteenth (19th) year of employment (138 hours annually).
(g) 13.5 hours for each month during the twentieth (20th) through the twenty-fifth (25th) year of employment (162.0 hours annually).
(h) 15.0 hours for each month beginning with the twenty-sixth (26th) year of employment (180.0 hours annually).
Vacation leave shall be deemed as having been accrued by the employee only at the end of the pay period in which the employee was in the service of the City. If employment begins prior to the fifteenth (15th) of the month, vacation leave shall be accrued for that month. If employment begins after the fifteenth (15th) of the month vacation leave shall be accrued beginning with the first (1st) day of the following month. If termination occurs prior to the sixteenth (16th) day of the month no vacation leave shall be accrued for that month.
Accrual at the next highest incremental rate shall begin at the end of the first pay period ending after the employee's anniversary date of original employment with the City, regardless of any promotions or demotions. If the anniversary date is the first (1st) of the month the higher rate shall be credited for that month.
If the anniversary date is the sixteenth (16th) of the month the higher rate shall begin with the first (1st) day of the following month.
Employees shall be eligible to accrue a maximum of two (2) times the annual vacation leave for which the employee is eligible pursuant to this Section. Vacation leave in excess of the maximum accrual shall be compensated on the regular payroll following the month in which the maximum accrual was attained at the hourly rate pay in effect in the month of accrual. Accrual in excess of the maximum permitted herein may be granted by the City Manager if special circumstances so warrant.
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SECTION 12. ADMINISTRATIVE LEAVE
All full-time unrepresented employees shall be eligible for administrative leave in recognition of the additional hours required in performance of their duties. Administrative leave shall be taken only upon the approval of the City Manager. Administrative leave shall be accrued at the end of the first pay period beginning after July 1st of each year and shall not be carried beyond the fiscal year in which it is accrued, and remaining administrative leave time shall not be compensated.
Employees may accrue up to eighty 80 hours of administrative leave annually at the discretion of the City Manager. Any unused accrued administrative leave shall be paid out to an employee upon separation from City employment.
SECTION 13. OTHER LEAVES OF ABSENCE
Full-time employees may be eligible for absence without pay for periods of up to thirty (30) days upon approval of the City Manager.
Full-time employees may be eligible for absence with or without pay for a period of not more than one (1) year upon approval of the City Manager and the City Council.
SECTION 14. PROBATION UPON APPOINTMENT
Department director and part-time employees are designated as “at-will.” All other unrepresented employees who are not at-will and are appointed from outside City employment shall be subject to a twelve (12) month probationary period following their appointment to a management position, unless extended or shortened by the City Manager for no more than six months in either direction. An unrepresented not at-will current City employee who is promoted shall serve a six (6) month probationary period, unless extended or shortened by the City Manager for no more than six months in either direction.
SECTION 15. UNIFORMS
Unrepresented employees required to wear a uniform regularly as part of their duties for the City shall have the uniforms provided by the City, unless otherwise specified below.
The Fire Chief and Fire Division Chief(s) shall be provided the sum of $200 each year for maintenance of regular fire uniforms.
The Police Chief and Police Commanders shall be provided the sum of $1000 each year for maintenance and purchase of police uniforms.
The Public Works Manager, Code Enforcement Manager, and part-time Code Enforcement Officer(s) shall be provided the sum of $300 each year for replacement of work boots.
SECTION 16. SEVERANCE PROVISION FOR AT-WILL DEPARTMENT HEADS In recognition of the fact that Department Heads serve at the will and pleasure of the City Manager (with City Council concurrence), the City Manager shall offer severance pay to any Department Head who is PAGE 137 of 294
terminated involuntarily or pursuant to a negotiated separation agreement, in an amount not to exceed four months of base salary.
The amount of such severance shall be subject to the following provisions:
1. An employee must have at least 12 months of service as a Department Head with the City.
2. An employee may be eligible for up to four months of base salary based on years of service as a Department Head, as follows:
• 0-12 months - No Severance
• Completion of 12 months - 1 month of severance pay
• Completion of 24 months - 2 months of severance pay
• Completion of 36 months - 3 months of severance pay
• Completion of 48 months - 4 month of severance pay
3. Any severance pay is conditioned on the execution of a full release and waiver as to all employmentrelated issues by the Department Head.
4. This provision shall not apply to any retirement (either service or disability), death, and/or any voluntary resignation by a Department Head.
SECTION 17. ARPA (COVID-19) BONUS
All full-time employees employed by the City on January 3, 2023, shall receive a one-time bonus of $100 for each month employed by the City from March 2020 through June 2022. The total amount received shall not exceed twenty-eight hundred dollars ($2800) in total and will be prorated in general and for partial months.
SECTION 18. APPEARANCE GUIDELINES
The City’s 2020 Business Attire and Grooming Policy (Non-Sworn) has been updated to provide for a casual Friday. All employees are subject to this policy, which is included here as Exhibit B.
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EXHIBIT “A”
WAGE BENEFIT SCHEDULE
Executive Managers
Monthly Rates Effective: 10/4/2022
Step A Step B Step C Step D Step E
Fire Chief $14,994 $20,048
Chief of Police $14,994 $18,225
Community
Development
Director
$13,363 $16,244
Finance
Director
$13,363 $16,244
Human
Resources
Director
$13,363 $16,244
Parks & Public
Works Dir./City
Eng.
$13,363 $16,244
Community
Services
Director
$11,711 $14,235
Assistant to the
City Manager
$9,179 $11,157
PAGE 139 of 294
Executive Managers
Monthly Rates Effective: 7/1/2023
Step A Step B Step C Step D Step E
Fire Chief $15,594 $20,850
Chief of Police $15,594 $20,850
Community
Development
Director
$13,898 $16,893
Finance
Director
$13,898 $16,893
Human
Resources
Director
$13,898 $16,893
Parks & Public
Works Dir./City
Eng.
$13,898 $16,893
Community
Services
Director
$12,180 $14,805
Assistant to the
City Manager
$9,546 $11,603
PAGE 140 of 294
Managers
Monthly Rates Effective: 7/1/2022
Step A Step B Step C Step D Step E
Police
Commander $12,782 $13,421 $14,092 $14,797 $15,536
Fire Division
Chief $12,782 $13,421 $14,092 $14,797 $15,536
Public Works
Manager $9,179 $9,638 $10,120 $10,626 $11,157
Accounting
Manager/
Controller $9,179 $9,638 $10,120 $10,626 $11,157
Library
Manager $9,179 $9,638 $10,120 $10,626 $11,157
Police Records
Manager $9,179 $9,638 $10,120 $10,626 $11,157
Recreation
Manager $9,179 $9,638 $10,120 $10,626 $11,157
Code
Enforcement
Manager $9,179 $9,638 $10,120 $10,626 $11,157
City Clerk $9,179 $9,638 $10,120 $10,626 $11,157
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Managers
Monthly Rates Effective: 7/1/2023
Step A Step B Step C Step D Step E
Police
Commander $13,293 $13,958 $14,656 $15,388 $16,158
Fire Division
Chief $13,293 $13,958 $14,656 $15,388 $16,158
Public Works
Manager $9,546 $10,023 $10,524 $11,051 $11,603
Accounting
Manager/
Controller $9,546 $10,023 $10,524 $11,051 $11,603
Library
Manager $9,546 $10,023 $10,524 $11,051 $11,603
Police Records
Manager $9,546 $10,023 $10,524 $11,051 $11,603
Recreation
Manager $9,546 $10,023 $10,524 $11,051 $11,603
Code
Enforcement
Manager $9,546 $10,023 $10,524 $11,051 $11,603
City Clerk $9,546 $10,023 $10,524 $11,051 $11,603
PAGE 142 of 294
Part-Time Employees
Hourly Rates Effective: 7/1/2022
Step A Step B Step C
Recreation
Supervisor $40.21 $42.22 $44.33
Code
Enforcement
Officer $34.10 $35.80 $37.59
Police
Records Clerk $27.29 $28.65 $30.09
Child
Development
Specialist
$23.58 $24.76 $26.00
Professional
Intern $21.26 $22.33 $23.44
Assistant Pool
Manager $20.64 $21.67 $22.76
Maintenance
Assistant $19.89 $20.89 $21.93
Recreation
Specialist $18.78 $19.72 $20.70
Water Safety
Instructor $18.78 $19.72 $20.70
Library
Assistant $18.59 $19.51 $20.49
Library
Monitor $17.72 $18.60 $19.53
Police Cadet $17.48 $18.36 $19.28
Library Clerk $16.24 $17.05 $17.91
Library Page $16.05 $16.85 $17.70
Park
Attendant $16.05 $16.85 $17.70
PAGE 143 of 294
Recreation
Program
Leader $16.05 $16.85 $17.70
Lifeguard $16.05 $16.85 $17.70
PAGE 144 of 294
Part-Time Employees
Hourly Rates Effective: 7/1/2023
Step A Step B Step C
Recreation
Supervisor $41.82 $43.91 $46.11
Code
Enforcement
Officer $35.46 $37.23 $39.09
Police
Records Clerk $28.37 $29.79 $31.28
Child
Development
Specialist $24.53 $25.75 $27.04
Pool Manager $24.53 $25.75 $27.04
Professional
Intern $22.11 $23.22 $24.38
Assistant Pool
Manager $21.47 $22.54 $23.67
Maintenance
Assistant $20.69 $21.72 $22.81
Recreation
Specialist $19.53 $20.51 $21.53
Water Safety
Instructor $19.53 $20.51 $21.53
Library
Assistant $19.33 $20.30 $21.31
Library
Monitor $18.43 $19.35 $20.31
Police Cadet $18.18 $19.09 $20.05
Library Clerk $16.89 $17.74 $18.62
Library Page $16.69 $17.53 $18.40
Park
Attendant $16.69 $17.53 $18.40
PAGE 145 of 294
Recreation
Program
Leader $16.69 $17.53 $18.40
Lifeguard $16.69 $17.53 $18.40
PAGE 146 of 294
TO: Mayor and City Council
FROM: Philippe Eskandar, City Manager
BY: Mario Rueda, Fire Chief
John Incontro, Police Chief
DATE: March 13, 2024
SUBJECT: ACCEPTANCE OF DONATIONS TO THE POLICE AND FIRE
DEPARTMENTS FROM THE CHINESE CLUB OF SAN
MARINO
STRATEGIC PLAN CRITICAL SUCCESS FACTORS
Engaged and Connected Residents
Efficient, Responsive, and Effective City Services
Fiscally Responsible and Transparent City Government
BACKGROUND
On December 31, 2023, the San Marino Police and Fire Departments received unsolicited donations from the Chinese Club of San Marino, in the amount of $10,000 each.
DISCUSSION
The Chinese Club of San Marino hand delivered individual checks in the amount of $10,000 as a donation to the San Marino Police and Fire Departments, without restrictions. The funds will be utilized to assist both departments with new programs and equipment that will help enhance the safety of San Marino residents. The Fire Department anticipates using the donation funds for the purchase of a Hurst hydraulic rescue tool (aka “jaws of life”). The Police Department intends to use the funds for autism training and department certification.
Steven W. Huang, DDS, Mayor
Gretchen Shepherd Romey, Vice Mayor
Tony Chou, Council Member
Calvin Lo, Council Member
Steve Talt, Council Member
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FISCAL IMPACT & PROCUREMENT REVIEW
The subject donation will have no impact on the General Fund and represents an unexpected benefit to the City’s Donations Fund budget (Fund No. 281) for this fiscal year. The Chinese Club of San Marino donation will be recorded to the following accounts:
Revenue Acct. 281-30-3601-0000: Police Donations Received Revenue Acct. 281-34-3601-0000: Fire Donations Received Budget amendments are needed in the following accounts in order to use the funds as noted above:
• Increase of $10,000 to account 281-30-4376-0000 (Materials & Supplies) for the Police Department autism training and certification • Increase of $10,000 to account 281-34-4399-0000 (Non-Capitalized Equipment) for the Fire Department to purchase a Hurst hydraulic rescue tool
LEGAL REVIEW
The City Attorney's office has reviewed and approved as to form.
RECOMMENDATION
Staff recommends the Council accept the donation and amend the San Marino Police and Fire Department budgets to reflect the donation and related expenditures. If the City Council concurs with staff’s recommendation, an appropriate motion would be:
“I move to (1) accept the donation of $20,000 from the Chinese Club of San Marino; (2) approve the fiscal year 2023-2024 revenue budget amendment of $10,000 in the Donations Fund (Acct. 281-30-3601-0000: Police Donations Received); (3) approve the fiscal year 2023-2024 revenue budget amendment of $10,000 in the Donations Fund (Acct. 281-34-3601-0000: Fire Donations Received); approve an expenditure budget amendment of $10,000 to account 281-30-4376-0000 (Materials & Supplies); and approve an expenditure budget amendment of $10,000 to account 281-34-4399-0000 (NonCapitalized Equipment).”
ATTACHMENTS
1. Donation Policy
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TO: Mayor and City Council
FROM: Philippe Eskandar, City Manager
BY: Nicole Tibbet, Community Engagement Manager
DATE: March 13, 2024
SUBJECT: APPROVAL OF A THREE YEAR AGREEMENT FOR
MICROSOFT 365 LICENSING
STRATEGIC PLAN CRITICAL SUCCESS FACTORS
Efficient, Responsive, and Effective City Services
Fiscally Responsible and Transparent City Government
BACKGROUND
The City Council approved the transition to Microsoft 365 for Microsoft Office licensing as a part of the Capital Equipment Budget for FY23-24. Microsoft 365 provides better security and operational features for City staff to conduct business. This model also allows staff to predict software costs at a steady known rate for budgeting purposes, rather than piecemeal licenses at the time of renewal or need for more.
The original transition to Microsoft 365 started with the previous contracted IT service provider company, IntelesysOne. In December of 2023, the City Council awarded SDI Presence (SDI) with the City’s IT managed services contract. To help with this transition and in light of their impending contract termination, IntelesysOne was procuring Microsoft 365 licenses for the City on a month-to-month basis. IntelesysOne successfully completed the initial licensing subscription and transition to Microsoft 365 in January 2024, before their contracted services were up. Now that the City has transitioned to SDI for IT services, it is necessary for the City to transition our Microsoft 365 licensing source to a more long-term structure.
SDI works directly with Dell Corporation to source Office 365 licenses as they were awarded the County of Riverside Master Enterprise Agreement Steven W. Huang, DDS, Mayor
Gretchen Shepherd Romey, Vice Mayor
Tony Chou, Council Member
Calvin Lo, Council Member
Steve Talt, Council Member
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(Attachment 1) that many other agencies piggyback off of to access the most competitive pricing for Microsoft 365 licensing. The County of Riverside went through a stringent bidding process and allows other agencies to piggyback off of the competitive results of their bid. Using this agreement pricing with Dell, the City is guaranteed the lowest possible pricing for this contract period.
DISCUSSION
The Dell Corporation offers Microsoft 365 licensing on a 3-year agreement.
Staff has worked with SDI to ensure that the proper number of licenses are included in this agreement for all anticipated staff expected to work through the period of this agreement. If this agreement is not approved, the City will be without Microsoft 365 licenses starting April 1.
The quote for annual Microsoft 365 licenses is included in the agreement as Attachment 2 to this report. The annual cost of $35,151.60 exceeds the City Manager’s signature authority so it is recommended that the City Council authorize the City Manager to execute an agreement on behalf of the City with Dell Corporation for Microsoft 365 licenses.
FISCAL IMPACT & PROCUREMENT REVIEW
Staff is utilizing the County of Riverside Master Enterprise Agreement PSA to ensure that the pricing offered is the lowest possible price for this licensing.
Procurement is in compliance with the City’s municipal code due to a cooperative purchase program utilizing a purchasing agreement received by another public agency.
The fiscal impact is $35,151.60 annually, the operating budget for FY23-24 does cover the cost of this initial year. The remaining two years of the agreement will be rolled into operational budget requests in the next two budget cycles.
LEGAL REVIEW
The City Attorney's office has reviewed and approved as to form.
RECOMMENDATION
Staff recommends the Council authorize the City Manager to execute a threeyear agreement with Dell Corporation for Microsoft 365 licenses in an amount not-to-exceed $35,151.60 annually or $105,454.80 total.
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1. County of Riverside Master Enterprise Agreement PSA
2. Microsoft 365 Licensing Purchase Agreement
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PAGE 203 of 294
TO: Mayor and City Council
FROM: Philippe Eskandar, City Manager
BY: Nicole Tibbet, Community Engagement Manager
Amber Shah, Parks & Public Works Director
DATE: March 13, 2024
SUBJECT: APPROVAL OF THE INSTALLATION AND WAIVING OF
COSTS FOR THE SAN MARINO SCHOOLS FOUNDATION OF
STREET POLE BANNERS
STRATEGIC PLAN CRITICAL SUCCESS FACTORS
Efficient, Responsive, and Effective City Services
Engaged and Connected Residents
Fiscally Responsible and Transparent City Government
BACKGROUND
The San Marino Schools Foundation (SMSF) has requested permission to install banners citywide April through June 2024 (see Attachment 1). The City Council has adopted a policy governing the use of City street poles for banners (Resolution No. R-14-22, see Attachment 2) that enables the City Council to review such requests and determine if they are suitable. In 2016, the City Council directed staff banner installation requests from SMSF be brought to the Council for consideration.
DISCUSSION
The City has the capacity to facilitate 140 street pole banners, in part thanks to the donation of 20 brackets provided by SMSF last year. SMSF, a non-profit, utilizes the banners annually to recognize donors who contribute to fundraising efforts that support class-size reduction and arts, music, and other educational programs. The City has been a long-time co-sponsor of these banners and shows excellent support for our school community by continuing to offer an in-kind sponsorship of the installation fees.
Steven W. Huang, DDS, Mayor
Gretchen Shepherd Romey, Vice Mayor
Tony Chou, Council Member
Calvin Lo, Council Member
Steve Talt, Council Member
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FISCAL IMPACT & PROCUREMENT REVIEW
The cost for City Public Works personnel to install and remove up to 140 banners and install the additional 20 brackets provided by SMSF is approximately $8,600. As a co-sponsor of the banners, the City will provide in-kind services through City personnel time and material utilized. If approved, no additional budget appropriation is required as the Public Works Department personnel has the capacity to install and remove the banners during regular working hours.
LEGAL REVIEW
The City Attorney's office has reviewed and approved as to form.
RECOMMENDATION
Staff recommends that the City Council approve the request from the San Marino Schools Foundation and waive the installation costs. If the City Council concurs with staff’s recommendation, an appropriate motion would be:
“I move to approve a request from the San Marino Schools Foundation that is in accordance with Resolution No. R-14-22 for the installation and display of banners citywide between April 1 and June 30 of 2024.”
ATTACHMENTS
1. San Marino Schools Foundation Proposal
2. Resolution R-14-22
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SAN MARINO SCHOOLS FOUNDATION
PROPOSAL FOR INSTALLATION OF STREET LIGHT BANNERS
IN SUPPORT OF FOUNDATION’S ANNUAL CAMPAIGN
Background
The San Marino Unified School District (“SMUSD”) receives over $2,500 LESS per pupil in State education funding compared to the California Statewide average ($5591 less than LA Unified!). Due to this systemic shortfall, local funding is necessary to pay for the excellent education we expect for our students in San Marino. With support from donors, the non-profit San Marino Schools Foundation (“Foundation” or “SMSF”) provides more than $2 million per year to the SMUSD to pay for 20 full-time teaching positions across its four campuses creating reduced class sizes and increased program offerings. High quality schools are a cornerstone of San Marino’s reputation and are a major contributor to the San Marino real estate market, which enjoys some of the highest valuation in Los Angeles County.
Proposal to City Council
The SMSF Board of Trustees requests that the San Marino City Council appove the installation of personalized, San Marino Schools Foundation banners on upwards of 140 street lights along Huntington Drive. This campaign, which has been done the past eight years, has allowed us to thank major donors, while showing continued support to the San Marino Unified School District.
In order to reach our fundraising goal of $2.3 million, the Foundation is seeking to continue recognizing our major gift contributions from businesses and individuals during our 2023-2024 Annual Campaign. We know that our ability to prominently recognize major donors helps encourage greater levels of donation and, in many respects, is appropriate given the significant role donated funds play in the budget of our renowned school district. To continue this exciting tradition of recognition, we propose to install light pole banners identifying major donor businesses and families as “proud supporters of our schools”.
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The Foundation proposes that the banners be placed on street lights starting April 1, 2024 and remain posted until June 15. The Foundation will continue to bear the cost of printing high quality banners that are in accordance with the city’s existing hardware standards and banner installation requirements and asks that the City of San Marino continue to help with installation of the banners. During previous several years’ campaigns SMSF has consistently had over 150 banners to display. We are looking forward to having just as many generous donors to thank this year.
Thank you in advance for your consideration of our proposal. We believe the banners are an important tool in helping the Foundation achieve its fundraising goals, and are in keeping with current practices of installing banners in support of community members and organizations including the Crowell Library, San Marino Military Members, the Chinese Club of San Marino and the City itself. Our exceptional schools require the support of our community, and the major donors that help us fill the funding gap deserve to be recognized.
Respectfully Requested,
Alison Moller Kathryn Oliveros
President Foundation Manager
San Marino Schools Foundation San Marino Schools Foundation PAGE 207 of 294
RESOLUTION NO. R -14 -22
A RESOLUTION OF THE CITY COUNCIL OF THE CITY SAN
MARINO ADOPTING A POLICY GOVERNING STREET POLE
BANNERS
WHEREAS, Article 12 of the San Marino Municipal Code adopt regulations governing signs throughout San Marino; and
WHEREAS, the City of San Marino has installed infrastructure for vertical banners / flags on street poles along certain public streets within the City, including Huntington Drive and San Marino Avenue.
WHEREAS, the purpose for such infrastructure is to enable the City of San Marino to communicate with its residents certain messages concerning City events, programs and services, including those co- sponsored with other community groups; WHEREAS, the banner locations are intended to be a non - public forum, to be utilized by the City for the purposes of furthering its governmental functions; and WHEREAS, a street pole banner policy will clarify conditions authorizing the installation of street banners.
NOW, THEREFORE, BE IT RESOLVED by the City of San Marino City Council as follows:
SECTION ONE: The San Marino City Council hereby adopts and approves that certain Street Pole Banner Policy attached hereto as Exhibit A.
SECTION TWO: Any prior policies or regulations inconsistent with Exhibit A are hereby rescinded to the extent necessary to eliminate any such inconsistencies.
SECTION THREE: This Resolution and the action taken thereby shall be effective upon adoption.
PASSED, APPROVED, AND ADOPTED this
25th
day of July 2014.
4 EUGE SUN, MAYOR
ATTEST:
VERONICA RUIZ, . MC
CITY CLERK
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STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss.
CITY OF SAN MARINO )
I HEREBY CERTIFY that the foregoing Resolution No. R -14 -22 was adopted by the City Council of the City of San Marino at an Adjourned Regular Meeting ofthe City Council held on the 25th day of July, 2014, by the following vote:
AYES: COUNCIL MEMBERS: DENNIS KNEIER, RICHARD SUN, RICHARD
WARD, VICE -MAYOR ALLAN YUNG, AND MAYOR EUGENE SUN
NOES: NONE
ABSTAIN: NONE
ABSENT: NONE
VERONICA RUIZ, C
CITY CLERK
PAGE 209 of 294
EXHIBIT A
CITY OF SAN MARINO
STREET BANNER POLICY
PURPOSE
The purpose of this policy is to establish procedures and minimum requirements for the display of street pole banners. Historically the City has placed banners on poles on certain streets Huntington Drive and San Marino Avenue). This Policy is intended to clarify the City' s intent with regard to the use of such banners. The display of banners provides an opportunity for the City of San Marino to convey information to its residents. In adopting this policy, the City Council is not creating a public forum for expressive activity on or above public streets. Banners hung on public streets in violation of this policy may be removed by the City.
LIMITATIONS ON USE
Because the City is not creating a public forum for expressive activity, the banners are to be used to convey 1) City messages or information, 2) information for programs or activities provided by the City or co- sponsored with the City.
In no case shall a banner be used for commercial purposes by promoting a commercial ( for - profit) event or company. Entities or organizations that do not fall within the categories described in this policy are not communicating City governmental messages and are not authorized to utilize the banner locations.
GENERAL PROVISIONS
Eligibility: Pole banners are authorized for City special events or city partnership events and celebrations. The City is not obligated to make any of these locations available for use by anyone other than the City.
Administration: Based on the guidelines described in this policy, the City Manager or his designee shall be responsible for approving the design of banners and for arranging their proper installation and removal.
Scheduling: Requests for banners for partnership events shall be submitted in writing to the City ( Parks and Public Works Department) at least 60 days prior to any installation.
The requests shall specify location and quantity of banners. All scheduling decisions shall be at the discretion of the City.
Conflict Resolution: Conflicts that arise over eligibility or interpretation of this policy shall be resolved by the City Manager or designee.
Liability: Banners are the property of the City or the partnership organization. The City of San Marino is not responsible to any third parties /partners for the disappearance of or damage to co- sponsored banners from any cause including but not limited to wind, weather, theft, or vandalism.
Locations Dimensions, and Quantities: The banner locations identified in this policy have all been approved by the City. Banners shall be placed on vertical poles along the PAGE 210 of 294
following corridors: Huntington Drive and San Marino Avenue AND other locations as approved by the City Manager. The banner specifications shall be identified by the Parks and Public Works Department. City staff shall install all street pole banners. If street banners are for a city partnered activity, installation can be performed by a contractor when pre- approved by the City. The City is not responsible for any damages or losses incurred during the installation of banners by contractors.
Banners shall not obstruct traffic lights, traffic signs, or warning devices, such as but not limited to street name, parking limitations, speed limit, school direction or route designations or business signs.
A minimum or maximum number of banners may be imposed by the City Manager, depending on purpose and location.
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TO: Mayor and City Council
FROM: Philippe Eskandar, City Manager
BY: Nicole Tibbet, Community Engagement Manager
DATE: March 13, 2024
SUBJECT: APPROVAL OF REQUEST TO WAIVE SPECIAL EVENT
PERMIT FEES FOR THE 2024 JP BLECKSMITH RUN
STRATEGIC PLAN CRITICAL SUCCESS FACTORS
Efficient, Responsive, and Effective City Services
Fiscally Responsible and Transparent City Government
BACKGROUND
San Marino has a long history of successful and well-attended 4th of July celebrations. This is due to the dedicated planning of the Lacy Park Fireworks Show by Community Services staff, and the additional events put on by the San Marino Rotary Club, the San Marino City Club, and the JP Blecksmith Leadership Foundation. The 4th of July Parade has been put on by the San Marino Rotary Club since 2008, with many volunteers having had a hand in it since 1965. The JP Blecksmith Run has been an addition to the 4th of July festivities since 2005 as a fundraiser for the JP Blecksmith Leadership Foundation. The 4th of July Pavilion continues to be a hosted area of the Lacy Park festivities.
DISCUSSION
Over time, the City has worked to formalize its processing of special events.
The JP Blecksmith Run has submitted a formal Special Event Application for the past few years with a request to waive staff fees associated with their event. This run is a long-standing community tradition for the 4th of July and could not be possible without generous donations of time and resources from the community that all go towards supporting the JP Blecksmith Leadership Foundation.
Steven W. Huang, DDS, Mayor
Gretchen Shepherd Romey, Vice Mayor
Tony Chou, Council Member
Calvin Lo, Council Member
Steve Talt, Council Member
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Staff is working through the event application process for this event with run organizers. In anticipation of processing this application successfully, staff would like to request City Council authorization to waive fees associated with this event (street encroachment, staff time for public safety standby, etc.).
FISCAL IMPACT & PROCUREMENT REVIEW
A minor fiscal impact would result from the additional staff time from various departments (Police, Fire, Parks & Public Works) and processing fees associated with the Special Event Permit for the JP Blecksmith Run. The City historically has never required fees for these events in prior years and Departments have absorbed the costs in their approved budgets. This would be a continued formalization of the process done in years past.
Procurement is not applicable to this report.
LEGAL REVIEW
The City Attorney's office has reviewed and approved as to form.
RECOMMENDATION
Staff recommends that the City Council waive the Special Event Permit fees associated with the JP Blecksmith Run. If the City Council agrees with staff’s recommendation, an appropriate motion would be:
“I move to waive the Special Event Permit fees associated with the JP Blecksmith Run.”
ATTACHMENTS
1. 2024 JP Blecksmith Run Application
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CITY OF SAN MARINO
SPECIAL EVENT
APPLICATION
Applicant Information
Name of Applicant (include Organization name if applicable): _JP_ B_L_EC_K_S_MI_TH_L_E_AD_E_R_SH_I_P _FO_U_N_DA_T_IO_N_c/_o _Al_ex_B_le_ck_smith __ Phone Number: _(6_2_6_)_6_72_-_90_8_0_____________ Email: _a_le_x_.b_le_c_ks_m_i_th_@__co_ll_ie_rs_._co_m_________________ Address (of Applicant): _1_01_1__Pa_l_ad_o_r_a_A_v_en_u_e_,_P_as_a_d_e_na_,_C_A__91_1_0_4_______________________________ Event Information
Event Type:
General Public Events Block Party Expressive Activity Spontaneous Event Private Event Date of Event: _J_ul_y_4_, _20_2_4____________________________ Set Up Start Time: _6_:0_0_a_.m__. ____________ Clean Up End Time: _1_0:_0_0_a_.m_.__________________ Event Start Time: _8_:0_0_a_.m__. _____________ Event End Time: _9_:0_0_a_.m_ _. _____________________ Location of Event (include Address): _N_E_c_o_rn_e_r_o_f _H_u_nt_in_g_to_n_D_r_iv_e_/_S_a_n_M_a_r_in_o_A_v_e_nu_e_(_M_A_P__A_T_TA_C__H_E_D_) ___ Property Owner Name(s): _N_/A__- _th_e_e_v_en_t_'S_t_a_rt'_a_n_d_'F_i_ni_sh_'_ta_k_e_p_la_c_e_o_n_p_u_b_lic_r_ig_h_ts_o_f_w_a_y______________ Location Contact Name: ________________________ Location Contact Phone: ________________ Estimated Total Attendance: _+_/-_4_0_0-_5_0_0_ Adults: _3_00_____ Children: _1_00_____ Is this event open to the public: _ _ Yes __ _ Yes, but with purchase entry __ _ No, invite only Are you requesting street closure? (SMPD reserves the right to determine if necessary):
Are you requesting parking restrictions, private or public spaces (must attach map):
Yes _ No
Yes No
Are you requesting Co-Sponsorship from the City? _ _ Yes __ _ No Co-sponsorship by the City of San Marino is approved or denied by the City Council. The Applicant must describe any in-kind services (on a separate sheet) they are requesting from the City of San Marino. These services include the following:
City staff time
Permit fees
Event promotion using City media services
Facility rentals
Affecting Regular Use of Lacy Park
Please submit this form to the Community Development Department at San Marino City Hall. 2200 Huntington Drive, San Marino, CA 91108 (626) 300-0700 PAGE 214 of 294
CITY OF SAN MARINO
SPECIAL EVENT
APPLICATION
Event Elements, please mark "Yes" or "No" for each. You must provide a description for all elements marked "Yes", use additional pages if needed.
Element
Food Served
Y N Description (Include Quantity/Type/Etc.)
We may have limited refreshments (beverages and drinks) provided to the race participants.
Food Sold
Alcohol Served
Amplified Sound (DJ, Band, Speakers with Music, etc.)
Games with participant movement
Moving Vehicles
We utilize a MC (Mitch Lehman), but the noise is limited and sound system is small.
One (1) U-haul van used to set-up the course; not used during the event or while people are on the course.
Generators
Carnival Rides
Carnival Games
Food Vendors
Food Trucks
Portable Restrooms
AV Equipment
Five (5) single occupant port-a-potties; staged on the gas station propoerty.
Jumper/Bounce House
Temporary Tents (Permit Required)
Canopies (10x10 or smaller)
Fundraising or Donation Requests
Some event sponsors may use EZ-Up tents.
On-site registrants can donate via the registration form.
Additional fees, permits, and restrictions may be imposed based off of the information received. All vendors hired to conduct business in the City MUST have a City of San Marino Business License. Contact Community Development for more information on Business Licenses, (626) 300-0712.
Please submit this form to the Community Development Department at San Marino City Hall. 2200 Huntington Drive, San Marino, CA 91108 (626) 300-0700 PAGE 215 of 294
CITY OF SAN MARINO
SPECIAL EVENT
APPLICATION
Detailed description of Event (attach additional pages if needed):
The specific purpose of the event is to raise money and awareness in memory of Marine 2nd Lt J.P.
Blecksmith (San Marino resident) through an annual 5K held on July 4. This year will be our 19th year.
The event registration area / 'Finish' line is the NW corner of San Marino Avenue / Huntington Drive. The area is already closed to vehicles as it's the staging area for the 4th of July Parade held later in the day.
Our closet 'partner' within that complex of businesses is Debbie Priester (Titan Travel) as she lets us 'stage' supplies in the fenced area adjacent to her business. In addition, she provides power for our finish-line vendor (Race Wire) and the sound system we use for announcements / music.
The race starts at 8:00 a.m. on Monterey Road, just east of West Haven Road, towards Huntington Drive and follows a 5K (3.1 mile) course through San Marino (map attached). We have 13 directional signs (that double as 'Caution' signs) that we place along the course that help a) runners navigate the route and b) alert drivers that runners are on the course. We also have water stations at Mile 1 and Mile 2.
Each water station has 5-6 volunteers that distribute water cups to participants. Once the 'race' has passed their station, they turn to clean-up to ensure no trash is left behind. In addition, we 'sweep' the course at 10:00 a.m. for any remaining trash, etc. Once the runners arrive back at 1441 San Marino Avenue, each participant receives a finisher medal and we have a small awards ceremony recognizing the Top 3 Male and Top 3 Female finishers. At the conclusion of the awards ceremony (approximately 8:50 a.m. - 9:00 a.m.), the event formally concludes and the participants disperse. We have a group of approximately 25 volunteers who help set-up, manage and break-down the event. Once we have completed a break-down and swept the course (no later than 10:00 a.m.), we leave and there is no trace we were ever there!
Liability Insurance (COI) -- historically, we've worked with Victoria Marshall (SM Recreation Department) to secure the COI.
The SMPD and SMFD have been tremendous assets to our event, both in a public relations role and by pacing the runners through the course and providing traffic assistance at high traffic intersections.
Attached is a map showing the proposed location for SMPD traffic control; although, we defer to their expertise as to what's appropriate based on historic use and available support.
I declare, under penalty of perjury, that the foregoing information and any related documents are true and correct. I also certify that I read through the terms and conditions listed throughout Section V of this application. I understand that submittal of this application does not constitute approval of my event application. I certify that the Applicant shall be financially responsible for any City fees, departmental services charges, or costs that may lawfully be imposed for the event. I understand that my application will be reviewed and I will be notified of the status of my application through the contact information provided above. _____________________________________
Applicant Signature
___________________________
Date
Please submit this form to the Community Development Department at San Marino City Hall. 2200 Huntington Drive, San Marino, CA 91108 (626) 300-0700 PAGE 216 of 294 Event Location
Starting Line
Finish Line
JP Blecksmith Memorial 5k
Proposed Date: 7/4/24
Location: NW Corner of San Marino Blvd. / Huntington Drive; along streets in San Marino north of Huntington Drive. PAGE 217 of 294 Signage Legend Stratford Rd
(straight ahead) - 1 2
2 (right facing arrow) - 2
(left facing arrow) - 3
CAUTION (double sided caution) - 4 San Marino 1
MILE
3 2 4
3 MILE
2 Finish
Virginia Rd Start
4 2
3 4 Lacy Park
1 2
MILE
1 1
2 JP Blecksmith Memorial 5K - Directional Signage [Internal Use] Updated 2019 PAGE 218 of 294
Stratford Rd
San Marino
MILE
3 MILE
2 Finish
Virginia Rd Start
Lacy Park
MILE
1 JP Blecksmith Memorial 5K - Mile Markers / Water Stations Map Updated 2019 PAGE 219 of 294
Stratford Rd
San Marino
MILE
3 MILE
2 Finish
Virginia Rd Start
Lacy Park
MILE
1 JP Blecksmith Memorial 5K - Traꢀc Control Map* Updated 2019 *(location and # of police units may vary)
PAGE 220 of 294
TO: Mayor and City Council
FROM: Philippe Eskandar, City Manager
BY: Annie Han, City Treasurer
DATE: March 13, 2024
SUBJECT: CASH AND INVESTMENT REPORT FOR THE MONTH OF
JANUARY 2024
STRATEGIC PLAN CRITICAL SUCCESS FACTORS
Fiscally Responsible and Transparent City Government
BACKGROUND
The City of San Marino’s Investment Policy adopted by the City Council on May 10, 2023, Section 16.0, Reporting, stipulates that the Treasurer shall review and render monthly reports to the City Council of all cash and investments held by the City.
The report shall include the following information for all cash accounts and bank deposits:
● Balance at the end of the month
● Interest rate (for all interest-bearing active deposits) The report shall include the following information for all investments:
● A listing of individual securities held at the end of the month, by security type;
● Issuer, date of maturity, date of purchase, par and the dollar amount invested;
● Coupon, discount or earnings rate; and
● Current market value as of the date of the report and the source of this same valuation; and
Steven W. Huang, DDS, Mayor
Gretchen Shepherd Romey, Vice Mayor
Tony Chou, Council Member
Calvin Lo, Council Member
Steve Talt, Council Member
PAGE 221 of 294
● The weighted average maturity and weighted average yield of all investments combined.
The above information may be submitted in the form of copies of statements received by the custodial institution. For investments with LAIF, the most recent statement or statements received from the State Treasurer may be included in the monthly report in lieu of the information noted above.
The report shall include a listing of all investment transactions for the month (Government Code Section 53607). The report must also include a statement of compliance of the portfolio to the statement of investment policy, or manner in which the portfolio is not in compliance, as well as a statement denoting the ability of the local agency to meet its expenditure requirements for the next six months, or an explanation as to why sufficient money shall, or may, not be available (Government Code Section 53646).
Reports shall be rendered to the City Council and City Manager within 30 days following the end of the month of the period covered by the report.
DISCUSSION
PORTFOLIO SUMMARY
The City maintains petty cash on City facilities, cash in bank, cash in a transactional investment account, deposits with the Local Agency Investment Fund (LAIF), two Section 115 Trusts, investments in negotiable Certificates of Deposit, investments in Municipal Securities, and investments in U.S.
Government Agency Securities. All items are detailed in the attachment to this report.
A summary of portfolio content is found below. The attachment to this report offers specific details on each category of investment.
PAGE 222 of 294
Allocation
Petty Cash on City Premises $ 1,922 0%
Cash in Bank-checking accounts 4,727,845 12%
Cash in Bank-IMMA 9,561,010 24%
CERBT Section 115 Trust 800,000 2%
CEPPT Section 115 Trust 1,000,000 3%
Deposits with LAIF 5,781,417 15%
Certificates of Deposit 9,773,000 25%
Treasury Obligations - 0%
US Government Agency Securities 6,497,530 17%
Municipal Securities 979,500 3%
Cash and Investments $ 39,122,223 100%
Cash and Investments Portfolio Summary
City of San Marino
PAGE 223 of 294
PORTFOLIO PERFORMANCE
As of 1/31/2024, the annual percentage yield earned on the bank IMMA is
4.61%. The effective yield for LAIF deposits is 4.012%. The average yield on CDs is 2.88%. The average yield on US Government Agency Securities is
2.781%. The effective yield on Municipal Securities is 4.218% Total combined portfolio yield for January 2024 is 3.70%. 2022 2023 2024
Jan 0.234 2.425 4.012
Feb 0.278 2.624
Mar 0.365 2.831
Apr 0.523 2.870
May 0.684 2.993
Jun 0.861 3.167
Jul 1.09 3.305
Aug 1.276 3.434
Sep 1.513 3.534
Oct 1.772 3.670
Nov 2.007 3.843
Dec 2.173 3.929
Local Agency Investment Fund (LAIF)
Average Monthly Effective Yields
PAGE 224 of 294
FISCAL IMPACT & PROCUREMENT REVIEW
There is no fiscal impact and procurement review is not applicable.
LEGAL REVIEW
The City Attorney's office has reviewed and approved as to form.
RECOMMENDATION
Staff recommends the Council receive and file this report. If the City Council concurs with staff’s recommendation, an appropriate motion would be:
“I move to receive and file the Cash and Investment Report for the month of January 2024.”
ATTACHMENTS
1. Treasurer’s Report as of January 31, 2024
2022 2023 2024
Jan $38,874,033 $42,597,554 $39,122,223
Feb $39,427,777 $43,137,917
Mar $37,844,008 $40,882,226
Apr $42,640,301 $44,354,391
May $44,028,030 $46,423,758
Jun $43,343,341 $43,117,061
Jul $40,325,190 $37,719,068
Aug $39,295,510 $35,726,641
Sep $37,543,079 $33,058,478
Oct $37,097,652 $31,757,354
Nov $35,389,890 $30,557,552
Dec $41,311,610 $37,017,250
Total Cash and Investments
PAGE 225 of 294
Maturity Par Bank Market %
Deposit/Investment Type Bank/Issuer Date Value Balance Value portfolio Rate Cash on Premises
Petty Cash & Cash Drawer City Hall 697.50 697.50 697.50 Petty Cash Fire Department 300.00 300.00 300.00
Petty Cash & Cash Drawer Recreation Department 100.00 100.00 100.00 Petty Cash & Cash Drawer Library 324.20 324.20 324.20
Petty Cash & Cash Drawer Public Works 100.00 100.00 100.00 Petty Cash Police Department 400.00 400.00 400.00
1,921.70 1,921.70 1,921.70 0.00%
Cash in Bank-checking accounts
Investment Transaction Interest Account US Bank-153xxxx77181 1,292,385.54 1,292,385.54 1,292,385.54 General Operating East West Bank-00-811xx753 3,435,459.24 3,435,459.24 3,435,459.24 Payroll (ZBA) East West Bank-00-811xx761 - - -
Worker's Compensation (ZBA) East West Bank-00-811xx779 - - - Sub total 4,727,844.78 4,727,844.78 4,727,844.78 12.08% Cash in Bank-money market account
Money Market East West Bank-00-811xx787 9,561,010.30 9,561,010.30 9,561,010.30 24.42% 4.610% 14,288,855.08 14,288,855.08 14,288,855.08 36.50%
Maturity Par Book Market %
Deposit/Investment Type Bank/Issuer Date Value Value Value portfolio Rate Investments
Pooled Funds California Employers' Retiree Benefit Trust (CERBT) 800,000.00 800,000.00 792,403.43 2.04% Pooled Funds California Employers' Pension Prefunding Trust (CEPPT) 1,000,000.00 1,000,000.00 1,045,396.01 2.55% Pooled Funds State of California Local Agency Investment Fund (LAIF) 5,781,416.71 5,781,416.71 5,744,086.86 14.77% 4.012% US Bank Safekeeping Mutualone Bank CUSIP #62847HBM0 (FDIC #26395) 02/05/24 246,000 246,000 245,924.40 3.20% US Bank Safekeeping Bank of India CUSIP #06279K5F9 (FDIC #33648) 02/07/24 245,000 245,000 244,988.31 5.05% US Bank Safekeeping Pacific Premier Bank Irvine CA CUSIP #69478QGP9 (FDIC #32172) 03/08/24 245,000 245,000 244,556.26 3.35% US Bank Safekeeping Third Fed Savings & Loan of Cleveland CUSIP #88413QDC9 (FDIC #30021) 03/15/24 249,000 249,000 247,563.87 0.40% US Bank Safekeeping Nicolet Natl Bk Green Bay WI CUSIP #654062KZ0 (FDIC #57038) 03/28/24 249,000 249,000 248,535.11 4.00% US Bank Safekeeping JPMorgan Chase Bank NA CUSIP #48128WPF6 (FDIC #628) 04/08/24 246,000 246,000 244,624.63 2.25% US Bank Safekeeping Discover Bank CUSIP #254673B62 (FDIC #5649) 04/29/24 246,000 246,000 244,390.21 2.50% US Bank Safekeeping Bank of America CUSIP #06051VT89 (FDIC #3510) 05/23/24 240,000 240,000 239,896.20 5.15% US Bank Safekeeping Sallie Mae Bank Utah CUSIP #795451BJ1 (FDIC #58177) 06/17/24 246,000 246,000 243,938.16 2.85% US Bank Safekeeping Texas Exchange Bank SSB CUSIP #88241TLY4 (FDIC #20099) 07/05/24 249,000 249,000 244,228.98 0.55% US Bank Safekeeping WebBank CUSIP #947547PN9 (FDIC #34404) 07/18/24 246,000 246,000 243,742.64 3.05% US Bank Safekeeping New York Community Bank CUSIP #649447VN6 (FDIC #16022) 09/10/24 249,000 249,000 242,670.22 0.70% US Bank Safekeeping Tristate Capital Bank CUSIP #89677DHQ2 (FDIC #58457) 10/07/24 244,000 244,000 242,824.82 4.30% US Bank Safekeeping Industrial & Com Bk China USA CUSIP #45581ECT6 (FDIC #24387) 10/18/24 249,000 249,000 241,416.37 0.60% US Bank Safekeeping Institution for Savings in New Finl Newburyport MA CUSIP #45780PBB0 (FDIC #90250) 10/28/24 249,000 249,000 241,252.28 0.70% US Bank Safekeeping City National Bank CUSIP #178180GR0 (FDIC #17281) 11/25/24 244,000 244,000 243,922.25 4.85% US Bank Safekeeping CIBC Bank US CUSIP #12547CAK4 (FDIC #33306 02/24/25 245,000 245,000 244,339.53 4.60% US Bank Safekeeping Pinnacle Bank Elberton GA CUSIP #72346RBM3 (FDIC #14065) 02/25/25 243,000 243,000 243,958.38 5.20% US Bank Safekeeping Finwise Bank CUSIP #31810PAY5 (FDIC #35323) 03/14/25 156,000 156,000 148,762.81 0.50% US Bank Safekeeping American Express Natl Bank CUSIP #02589AC34 (FDIC #27471) 04/07/25 246,000 246,000 239,723.84 2.55% US Bank Safekeeping BMW Bank of North America CUSIP #05580AL85 (FDIC #35141) 04/08/25 246,000 246,000 239,538.98 2.50% US Bank Safekeeping Triad Business Bank CUSIP #89580DAX0 (FDIC #59188) 04/14/25 248,000 248,000 248,931.89 5.10% US Bank Safekeeping HSBC Bank USA NA CUSIP #44329ME33 (FDIC #57890) 05/07/25 248,000 248,000 237,541.82 1.30% US Bank Safekeeping Commercial Bank Harrogate TN CUSIP #20143PES5 (FDIC #22354) 05/13/25 248,000 248,000 248,762.31 5.00% US Bank Safekeeping First Citizens Bank & Trust CUSIP #(319477AW5) (FDIC #11063) 06/16/25 248,000 248,000 248,510.57 5.30% US Bank Safekeeping Celtic Bank CUSIP #15118RZA8 (FDIC #57056) 07/15/25 249,000 249,000 243,752.59 3.20% US Bank Safekeeping Barclays Bank Delaware CUSIP #0674KRW9 (FDIC #57203) 07/28/25 243,000 243,000 244,433.27 5.10% US Bank Safekeeping Amerant Bank NA CUSIP #02357QBZ9 (FDIC #22953) 08/11/25 243,000 243,000 244,402.20 5.10% City of San Marino
As of January 31, 2024
Treasurer's Report
PAGE 226 of 294
Maturity Par Bank Market %
City of San Marino
As of January 31, 2024
Treasurer's Report
US Bank Safekeeping Northern Bank & Trust MA CUSIP #66476QEC8 (FDIC #18266) 08/18/25 243,000 243,000 244,261.79 5.05% US Bank Safekeeping Wells Fargo Bank NA CUSIP #949764EZ3 (FDIC #3511) 08/22/25 248,000 248,000 249,621.00 5.10% US Bank Safekeeping Capital One Nat'l Assn CUSIP #14042RQC8 (FDIC #4297) 11/17/25 248,000 248,000 232,377.71 0.90% US Bank Safekeeping BankUnited NA CUSIP #066519RX9 (FDIC #58979) 12/08/25 249,000 249,000 234,387.30 1.25% US Bank Safekeeping Goldman Sachs Bank USA CUSIP #38149MWH2 (FDIC #33124) 05/19/26 249,000 249,000 229,717.73 0.90% US Bank Safekeeping UBS Bank USA CUSIP #90348JM72 (FDIC #57565) 06/16/26 250,000 250,000 229,873.52 0.85% US Bank Safekeeping Toyota Financial SGS BK CUSIP #89235MLC3 (FDIC #57542) 07/15/26 248,000 248,000 228,231.98 0.95% US Bank Safekeeping Bank Hapoalim B. M. CUSIP #06251A2Y5 (FDIC #33686) 07/23/26 248,000 248,000 228,096.29 0.95% US Bank Safekeeping Synchrony Bank CUSIP #87164WA24 08/13/26 248,000 248,000 227,476.73 0.90% US Bank Safekeeping State Bank of India CUSIP #856285XL0 (FDIC #33682) 09/28/26 248,000 248,000 228,293.39 1.15% US Bank Safekeeping Citibank NA CUSIP #17312Q4A4 (FDIC #7213) 09/29/26 243,000 243,000 247,513.99 5.10% US Bank Safekeeping Morgan Stanley Bank NA CUSIP #61773TDG5 (FDIC #32992) 04/20/27 246,000 246,000 235,187.90 2.75% 9,773,000 9,773,000 9,552,172.23 24.97% 2.88%
Treasury Obligations
None None - 0.00 - 0.00% 0.00%
US Government Agency Securities
US Bank Safekeeping Federal Home Loan Bank CUSIP #3130AUSH8 02/06/24 500,000 499,280 499,794.24 4.750% US Bank Safekeeping Federal Home Ln MTG Corp CUSIP #3134GY2K7 11/15/24 500,000 500,000 500,091.89 5.310% US Bank Safekeeping Federal Home Loan Bank CUSIP #3130AUW34 02/14/25 250,000 250,000 249,220.11 4.550% US Bank Safekeeping Federal Home Ln MTG Corp CUSIP #3134GXNB6 03/28/25 500,000 500,000 485,102.97 2.250% US Bank Safekeeping Federal Home Loan Bank CUSIP #3130AN4N7 07/14/25 1,000,000 1,000,000 947,042.15 0.720% US Bank Safekeeping Federal Farm Credit Bank CUSIP #3133ENCD0 10/27/25 1,000,000 1,000,000 941,477.85 1.040% US Bank Safekeeping Federal Home Loan Bank CUSIP #3130AWFS4 03/13/26 500,000 500,000 499,480.98 5.650% US Bank Safekeeping Federal Farm Credit Bank CUSIP #3133EMH21 06/15/26 250,000 250,000 230,171.65 0.900% US Bank Safekeeping Federal Farm Credit Bank CUSIP #3133ENHC7 12/14/26 500,000 500,000 461,723.14 1.600% US Bank Safekeeping FHLMC Call CUSIP #3134GYK68 022327 02/23/27 500,000 498,500 499,179.87 5.250% US Bank Safekeeping FHLMC Step-Up CUSIP #3134GYC67 123027 12/30/27 500,000 500,000 498,342.66 5.100% US Bank Safekeeping Federal Farm Cr Bks CUSIP #3133EPTV7 08/22/28 500,000 499,750 499,152.40 5.710% 6,500,000 6,497,530 6,310,779.91 16.60% 2.781%
Municipal Securities
US Bank Safekeeping Univ CA REGTS MED CTR Pool Rev CUSIP #913366EN6 05/15/25 500,000 504,865 504,505.00 5.785% US Bank Safekeeping California ST GO Taxable CUSIP #13063DMA3 04/01/26 500,000 474,635 481,110.00 2.650% 1,000,000 979,500 985,615.00 2.55% 4.218%
17,273,000 17,250,030.00 16,848,567.14
Total Cash & Investments 39,145,193.49 39,122,223.49 38,721,230.22 Annie Han February 22, 2024
Annie Han, City Treasurer
I hereby certify that this report is in compliance with the City’s Investment Policy as adopted by the City Council on May 10, 2023, and the source of market valuation is obtained from various bank statements, the monthly CERBT, CEPPT & LAIF statements and the investment safekeeping account statement with US Bank. The City has the ability to meet its expenditure requirements for the next six months.
3.70%
PAGE 227 of 294
Date Type of Transaction Amount Notes
1/12/2024 Transfer from US Bank 1,620,000.00 To transfer money to higher interest generating account Date Type of Transaction Amount Notes
1/3/2024 Transfer to East West Bank Operating Account (350,000.00) To Cover Operating Expenses for Month of January 2024 1/11/2024 Transfer to East West Bank Operating Account (600,000.00) To Cover Operating Expenses for Month of January 2024 1/17/2024 Transfer to East West Bank Operating Account (300,000.00) To Cover Operating Expenses for Month of January 2024 1/22/2024 Transfer from East West Bank Operating Account 3,200,000.00 To transfer money to higher interest generating account 1/25/2024 Transfer to East West Bank Operating Account (1,000,000.00) To Cover Operating Expenses for Month of January 2024 Date Type of Transaction Amount Notes
1/12/2024 Transfer to LAIF (1,620,000.00) To transfer money to higher interest generating account 1/18/2024 Charles Schwab Bank CD Matured 239,000.00 4.65% Interest 1/22/2024 Tradition Capital Bank CD Matured 245,000.00 3.00% Interest 1/29/2024 Morgan Stanley Private Bank CD Matured 249,000.00 0.30% Interest 1/29/2024 FHLMC Called 500,000.00 6.00% Interest
Date Type of Transaction Amount Notes
No Transactions This Month
Date Type of Transaction Amount Notes
No Transactions This Month
LAIF
East West Bank Money Market Account
US Bank
CalPERS CERBT Trust
CalPERS CEPPT Trust
PAGE 228 of 294
January 4.012
December 3.929
November 3.843
October 3.670
September 3.534
August 3.434
LAIF Apportionment Rate(2): 4.00
LAIF Earnings Ratio(2): 0.00010932476863589
LAIF Administrative Cost(1)*: 0.29
PMIA Average Life(1): 230
LAIF Fair Value Factor(1): 0.993543131
PMIA Daily(1): 3.96
PMIA Quarter to Date(1): 3.81
Treasuries
58.88%
Agencies
22.53%
Certificates of
Deposit/Bank Notes
8.98%
Time
Deposits
3.13%
Commercial
Paper
5.91%
Corporate
Bonds
0.37%
Loans
0.20%
Notes: The apportionment rate includes interest earned on the CalPERS Supplemental Pension Payment pursuant to Government Code 20825 (c)(1) and interest earned on the Wildfire Fund loan pursuant to Public Utility Code 3288 (a). *The percentage of administrative cost equals the total administrative cost divided by the quarterly interest earnings. The law provides that administrative costs are not to exceed 5% of quarterly EARNINGS of the fund. However, if the 13-week Daily Treasury Bill Rate on the last day of the fiscal year is below 1%, then administrative costs shall not exceed 8% of quarterly EARNINGS of the fund for the subsequent fiscal year.
Source:
(1) State of California, Office of the Treasurer
(2) State of Calfiornia, Office of the Controller
PMIA Average Monthly
Effective Yields(1)
PMIA/LAIF Performance Report
as of 2/14/24
Daily rates are now available here. View PMIA Daily Rates Quarterly Performance
Quarter Ended 12/31/23
Chart does not include $2,112,000.00 in mortgages, which equates to 0.001%. Percentages may not total 100% due to rounding.
Pooled Money Investment Account
Monthly Portfolio Composition (1)
1/31/24
$165.8 billion
January 4.012
PAGE 229 of 294
2/21/24, 3:52 PM PMIA Average Monthly Effective Yields
https://www.treasurer.ca.gov/pmia-laif/historical/avg_mn_ylds.asp 1/2 Home ->> PMIA ->> PMIA Average Monthly Effective Yields PMIA Average Monthly Effective Yields
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
1977 5.770 5.660 5.660 5.650 5.760 5.850 5.930 6.050 6.090 6.090 6.610 6.730 1978 6.920 7.050 7.140 7.270 7.386 7.569 7.652 7.821 7.871 8.110 8.286 8.769 1979 8.777 8.904 8.820 9.082 9.046 9.224 9.202 9.528 9.259 9.814 10.223 10.218 1980 10.980 11.251 11.490 11.480 12.017 11.798 10.206 9.870 9.945 10.056 10.426 10.961 1981 10.987 11.686 11.130 11.475 12.179 11.442 12.346 12.844 12.059 12.397 11.887 11.484 1982 11.683 12.044 11.835 11.773 12.270 11.994 12.235 11.909 11.151 11.111 10.704 10.401 1983 10.251 9.887 9.688 9.868 9.527 9.600 9.879 10.076 10.202 10.182 10.164 10.227 1984 10.312 10.280 10.382 10.594 10.843 11.119 11.355 11.557 11.597 11.681 11.474 11.024 1985 10.579 10.289 10.118 10.025 10.180 9.743 9.656 9.417 9.572 9.482 9.488 9.371 1986 9.252 9.090 8.958 8.621 8.369 8.225 8.141 7.844 7.512 7.586 7.432 7.439 1987 7.365 7.157 7.205 7.044 7.294 7.289 7.464 7.562 7.712 7.825 8.121 8.071 1988 8.078 8.050 7.945 7.940 7.815 7.929 8.089 8.245 8.341 8.397 8.467 8.563 1989 8.698 8.770 8.870 8.992 9.227 9.204 9.056 8.833 8.801 8.771 8.685 8.645 1990 8.571 8.538 8.506 8.497 8.531 8.538 8.517 8.382 8.333 8.321 8.269 8.279 1991 8.164 8.002 7.775 7.666 7.374 7.169 7.098 7.072 6.859 6.719 6.591 6.318 1992 6.122 5.863 5.680 5.692 5.379 5.323 5.235 4.958 4.760 4.730 4.659 4.647 1993 4.678 4.649 4.624 4.605 4.427 4.554 4.438 4.472 4.430 4.380 4.365 4.384 1994 4.359 4.176 4.248 4.333 4.434 4.623 4.823 4.989 5.106 5.243 5.380 5.528 1995 5.612 5.779 5.934 5.960 6.008 5.997 5.972 5.910 5.832 5.784 5.805 5.748 1996 5.698 5.643 5.557 5.538 5.502 5.548 5.587 5.566 5.601 5.601 5.599 5.574 1997 5.583 5.575 5.580 5.612 5.634 5.667 5.679 5.690 5.707 5.705 5.715 5.744 1998 5.742 5.720 5.680 5.672 5.673 5.671 5.652 5.652 5.639 5.557 5.492 5.374 1999 5.265 5.210 5.136 5.119 5.086 5.095 5.178 5.225 5.274 5.391 5.484 5.639 2000 5.760 5.824 5.851 6.014 6.190 6.349 6.443 6.505 6.502 6.517 6.538 6.535 2001 6.372 6.169 5.976 5.760 5.328 4.958 4.635 4.502 4.288 3.785 3.526 3.261 2002 3.068 2.967 2.861 2.845 2.740 2.687 2.714 2.594 2.604 2.487 2.301 2.201 2003 2.103 1.945 1.904 1.858 1.769 1.697 1.653 1.632 1.635 1.596 1.572 1.545 2004 1.528 1.440 1.474 1.445 1.426 1.469 1.604 1.672 1.771 1.890 2.003 2.134 2005 2.264 2.368 2.542 2.724 2.856 2.967 3.083 3.179 3.324 3.458 3.636 3.808 2006 3.955 4.043 4.142 4.305 4.563 4.700 4.849 4.946 5.023 5.098 5.125 5.129 2007 5.156 5.181 5.214 5.222 5.248 5.250 5.255 5.253 5.231 5.137 4.962 4.801 2008 4.620 4.161 3.777 3.400 3.072 2.894 2.787 2.779 2.774 2.709 2.568 2.353 2009 2.046 1.869 1.822 1.607 1.530 1.377 1.035 0.925 0.750 0.646 0.611 0.569 2010 0.558 0.577 0.547 0.588 0.560 0.528 0.531 0.513 0.500 0.480 0.454 0.462 2011 0.538 0.512 0.500 0.588 0.413 0.448 0.381 0.408 0.378 0.385 0.401 0.382 2012 0.385 0.389 0.383 0.367 0.363 0.358 0.363 0.377 0.348 0.340 0.324 0.326 2013 0.300 0.286 0.285 0.264 0.245 0.244 0.267 0.271 0.257 0.266 0.263 0.264 2014 0.244 0.236 0.236 0.233 0.228 0.228 0.244 0.260 0.246 0.261 0.261 0.267 2015 0.262 0.266 0.278 0.283 0.290 0.299 0.320 0.330 0.337 0.357 0.374 0.400 2016 0.446 0.467 0.506 0.525 0.552 0.576 0.588 0.614 0.634 0.654 0.678 0.719 2017 0.751 0.777 0.821 0.884 0.925 0.978 1.051 1.084 1.111 1.143 1.172 1.239 2018 1.350 1.412 1.524 1.661 1.755 1.854 1.944 1.998 2.063 2.144 2.208 2.291 2019 2.355 2.392 2.436 2.445 2.449 2.428 2.379 2.341 2.280 2.190 2.103 2.043 2020 1.967 1.912 1.787 1.648 1.363 1.217 0.920 0.784 0.685 0.620 0.576 0.540 Home | Open Government | Careers | Contact | Calendar
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PAGE 230 of 294
2/21/24, 3:52 PM PMIA Average Monthly Effective Yields
https://www.treasurer.ca.gov/pmia-laif/historical/avg_mn_ylds.asp 2/2 Home | Comments | Disclosure Notice | Privacy Notice | Accessibility Statement | Unclaimed Property | Site Map | Download Adobe Reader © 2024 California State Treasurer's Office
Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
2021 0.458 0.407 0.357 0.339 0.315 0.262 0.221 0.221 0.206 0.203 0.203 0.212 2022 0.234 0.278 0.365 0.523 0.684 0.861 1.090 1.276 1.513 1.772 2.007 2.173 2023 2.425 2.624 2.831 2.870 2.993 3.167 3.305* 3.434 3.534 3.670 3.843 3.929 2024 4.012
* Revised
PAGE 231 of 294
Institution:
Weekly as of Date:
Signature Date
Name and Title
Weekly Call Report Certification
Local Agency Security Program
Two authorized officers are required to executed the Weekly Call Report pursuant to CCR§16005.1.1(a).
The authorized signers of East West Bank each declares, for himself or herself alone and not for the other: I hereby verify that I have personal knowledge of the matters set forth in the Weekly Call Report (as of 01/31/2024) submitted pursuant to GC§ 53663(b) and CCR§16005.4.2 to the best of my knowledge and belief, the information contained therein is true and correct.
Name and Title
Lily Li, VP - Assistant Treasury Operation Manager
East West Bank
1/31/2024
Signature Date
Angela Foo, FVP - Treasury Manager
02/01/2024 02/01/2024
PAGE 232 of 294
$ 710,000,000.00
Excess/Deficiency in Pledged Collateral: $ 21,042,605.19 Preparer Name:
Preparer Title:
Preparer Phone #:
Preparer Email Address:
Bing Fu
Senior Treasury Analyst
Market Value of Pledged Securities as of
Weekly Report Date: $ -
$ -
$ -
$ -
$ 710,000,000.00
$ 21,042,605.19
Agent of Depository:
FVP - Treasury Manager
VP - Assistant Treasury Operation Manager
Authorizer #1 Name:
Authorizer #2 Name:
Authorizer #1 Title:
Authorizer #2 Title:
Angela Foo
Lily Li
415-315-2796
[email protected]
Description of Other Deposits:
Federal Home Loan Bank of San
Francisco
Minimum Collateral Required:
$ -
$ -
$ -
$ 656,149,899.82
$ 688,957,394.81
$ - $ 656,149,899.82
$ -
$ -
$ -
Less: Other (Specify on Line 17):
Total Secured Deposits:
$ 688,957,394.81
$ -
$ -
$ 461,822,908.85
$ 1,543,546,686.62
$ 425,573,877.95
$ -
$ -
$ 461,822,908.85
$ 1,543,546,686.62
$ 425,573,877.95
Less: CDAR Deposits:
$ -
$ -
$ -
$ -
$ -
Total Deposits & Accrued Interest:
Less: Deposits Subject to Waivers:
Less: Interest:
Less: Uncollected Funds:
$ -
$ -
$ -
$ -
$ -
$ -
Total
Mailing Address:
Weekly Report As of Date:
135 N Los Robles Ave, 8th Floor , Pasadena, CA 91101
1/31/2024 Submission Date: 2/1/2024
Pool #1 (x110%) Pool #2 (x150%) Pool #3 (x105%)
Weekly Call Report
Local Agency Security Program
California Department of Financial Protection and Innovation Institution Name: East West Bank CID #: 194
PAGE 233 of 294
TO: Mayor and City Council
FROM: Philippe Eskandar, City Manager
BY: Terry Shea, Interim Finance Director
Mark Siegfried, Accounting Manager/Controller
DATE: March 13, 2024
SUBJECT: RECEIVE AND FILE MONTHLY DISBURSEMENTS REPORT
FOR FEBRUARY 2024
STRATEGIC PLAN CRITICAL SUCCESS FACTORS
Efficient, Responsive, and Effective City Services
Fiscally Responsible and Transparent City Government
BACKGROUND
The City publishes a report on total disbursements each month pursuant to Government Code Sections 37202 and 37208.
DISCUSSION
There are three source points for disbursement: (1) items disbursed from the City’s General Checking account, including electronic funds transfers (EFTs); (2) items disbursed from the City’s Workers’ Compensation Account (collaboratively managed by City staff and the workers’ compensation thirdparty administrator); and (3) items disbursed through the payroll process, inclusive of direct deposit transfers to employees, hardcopy checks issued to employees, and electronic transfers to State and Federal taxing authorities.
FISCAL IMPACT & PROCUREMENT REVIEW
Procurement review is not applicable.
Steven W. Huang, DDS, Mayor
Gretchen Shepherd Romey, Vice Mayor
Tony Chou, Council Member
Calvin Lo, Council Member
Steve Talt, Council Member
PAGE 234 of 294
FEBRUARY 2024 DISBURSEMENTS SUMMARY
EXPENDITURES BY MONTH – PAST SIX MONTHS VERSUS PRIOR YEAR Description Am ount
General Account Checks $ 398,895
General Account Electronic Fund Transfers 677,976
Worker's Compensation Checks 44,916
Salaries and Taxes Paid 979,675
$ 2,101,462
Operating Expenditures $ 1,996,058 95%
CIP Expenditures 105,404 5%
$ 2,101,462
S chedule of Disbursem ents - F ebrua ry 2024
PAGE 235 of 294
LEGAL REVIEW
The City Attorney's office has reviewed and approved as to form.
RECOMMENDATION
Staff recommends the Council receive and file the Monthly Disbursements Report for the month of February 2024. If the City Council concurs with staff’s recommendation, an appropriate motion would be:
“I move to receive and file the Monthly Disbursements Report for the month of February 2024.”
ATTACHMENTS
1. February 2024 Transactions by Account Summary
PAGE 236 of 294
User:
Printed: 02/28/2024 - 1:17PM
MSiegfried
Transactions by Account
Batch: 00000.00.0000
Accounts Payable
Account Number Vendor Description GL Date Check No Amount PO No 101-00-1060-0000 Advance Auto Parts Oil 02/09/2024 18878 582.91 101-00-1060-0000 Advance Auto Parts Air Filters 02/09/2024 18878 39.73 101-00-1060-0000 Advance Auto Parts Brake Rotors 02/09/2024 18878 1,045.24 Vendor Subtotal: 1,667.88
101-00-1060-0000 Garvey Equipment Company Switches 02/09/2024 0 103.17 101-00-1060-0000 Garvey Equipment Company Clutch & Blades 02/09/2024 0 848.30 101-00-1060-0000 Garvey Equipment Company Filters 02/09/2024 0 156.35 101-00-1060-0000 Garvey Equipment Company Carburetor 02/23/2024 0 85.88 Vendor Subtotal: 1,193.70
101-00-1060-0000 O'Reilly Auto Parts Lift Shocks 02/09/2024 0 49.30 101-00-1060-0000 O'Reilly Auto Parts Link Kits 02/09/2024 0 84.86 101-00-1060-0000 O'Reilly Auto Parts Drain Plugs 02/09/2024 0 68.82 101-00-1060-0000 O'Reilly Auto Parts Oil Filters 02/09/2024 0 81.34 101-00-1060-0000 O'Reilly Auto Parts Carwash Supplies 02/09/2024 0 31.42 101-00-1060-0000 O'Reilly Auto Parts Head Gasket Repair 02/09/2024 0 78.22 101-00-1060-0000 O'Reilly Auto Parts Degreaser 02/09/2024 0 167.58 101-00-1060-0000 O'Reilly Auto Parts Credit 02/09/2024 0 -17.63 101-00-1060-0000 O'Reilly Auto Parts Oil & Oil Filters 02/09/2024 0 328.06 101-00-1060-0000 O'Reilly Auto Parts Coolant 02/09/2024 0 225.88 101-00-1060-0000 O'Reilly Auto Parts Blower Motor 02/23/2024 0 309.52 101-00-1060-0000 O'Reilly Auto Parts Stripe Off 02/23/2024 0 102.27 101-00-1060-0000 O'Reilly Auto Parts Stop Leak 02/23/2024 0 16.53 101-00-1060-0000 O'Reilly Auto Parts Cleaner & Silicon 02/23/2024 0 24.23 101-00-1060-0000 O'Reilly Auto Parts Fuses 02/23/2024 0 28.65 101-00-1060-0000 O'Reilly Auto Parts Car Fogger 02/23/2024 0 16.29 101-00-1060-0000 O'Reilly Auto Parts Battery 02/23/2024 0 227.24 101-00-1060-0000 O'Reilly Auto Parts Batteries (2) 02/23/2024 0 174.86 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 1 PAGE 237 of 294
Account Number Vendor Description GL Date Check No Amount PO No 101-00-1060-0000 O'Reilly Auto Parts Fuel Stabilizer 02/23/2024 0 17.63 Vendor Subtotal: 2,015.07
101-00-1060-0000 Stotz Equipment Brake Cables 02/23/2024 18990 539.24 Vendor Subtotal: 539.24
101-00-1060-0000 Thorson Motor Center Sensor 02/09/2024 18926 165.46 Vendor Subtotal: 165.46
101-00-3040-0000 California American Water Franchise Fees Dec 2023-Jan 2024 02/09/2024 18888 25.87 101-00-3040-0000 California American Water Franchise Fees Jan-Feb 2024 02/23/2024 18950 135.29 Vendor Subtotal: 161.16
101-00-3046-0000 Fary Yassamy Refund Business License 02/23/2024 18933 75.00 Vendor Subtotal: 75.00
101-01-4376-0000 Office Depot Paper & Agenda Supplies 02/09/2024 18910 218.19 Vendor Subtotal: 218.19
101-01-4376-0000 U.S. Bank Amazon-Minutes & Ordinance Paper 02/15/2024 18932 40.95 Vendor Subtotal: 40.95
101-06-4106-2755 Burke, Williams & Sorensen LLP Legal Service Dec 2023 02/23/2024 0 290.00 101-06-4106-2755 Burke, Williams & Sorensen LLP Legal Service Dec 2023 02/23/2024 0 1,175.00 101-06-4106-2755 Burke, Williams & Sorensen LLP Legal Service Dec 2023 02/23/2024 0 1,305.00 101-06-4106-2755 Burke, Williams & Sorensen LLP Legal Service Dec 2023 02/23/2024 0 4,242.50 101-06-4106-2755 Burke, Williams & Sorensen LLP Legal Service Dec 2023 02/23/2024 0 1,450.00 101-06-4106-2755 Burke, Williams & Sorensen LLP Legal Service Dec 2023 02/23/2024 0 464.00 101-06-4106-2755 Burke, Williams & Sorensen LLP Legal Service Dec 2023 02/23/2024 0 87.00 101-06-4106-2755 Burke, Williams & Sorensen LLP Legal Service Dec 2023 02/23/2024 0 232.00 101-06-4106-2755 Burke, Williams & Sorensen LLP Legal Service Dec 2023 02/23/2024 0 638.00 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 2 PAGE 238 of 294
Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 9,883.50
101-06-4106-2756 Burke, Williams & Sorensen LLP Legal Service Dec 2023 02/23/2024 0 295.00 101-06-4106-2756 Burke, Williams & Sorensen LLP Legal Service Dec 2023 02/23/2024 0 87.00 101-06-4106-2756 Burke, Williams & Sorensen LLP Legal Service Dec 2023 02/23/2024 0 19,598.87 Vendor Subtotal: 19,980.87
101-06-4106-2758 Dapeer Rosenblit & Litvak LLP Audit Reply Letter 02/23/2024 0 97.50 Vendor Subtotal: 97.50
101-08-4016-0000 Ameritas Life Insurance Corp Adjustment Premium Feb 2024 02/23/2024 18937 26.76 Vendor Subtotal: 26.76
101-08-4016-0000 Delta Dental of California Adjustment Premium Feb 2024 02/09/2024 18894 148.56 Vendor Subtotal: 148.56
101-08-4016-0000 John Penido Medical Retirement Feb 2024 02/23/2024 0 755.00 Vendor Subtotal: 755.00
101-08-4016-0000 PERS (Medical) Medical Retirement March 2024 02/23/2024 0 13,000.00 Vendor Subtotal: 13,000.00
101-08-4150-0500 IntelesysOne Monthly IT Service Jan 2024 02/23/2024 0 15,480.39 101-08-4150-0500 IntelesysOne Server Backup Service 1 Month 02/23/2024 0 1,583.67 Vendor Subtotal: 17,064.06
101-08-4150-0750 AT&T Mobility Citywide Cell Service Jan 2024 (Unifo 02/23/2024 18944 2,254.73 101-08-4150-0750 AT&T Mobility Citywide Cell Service Jan 2024 (Non- 02/23/2024 18943 1,778.89 Vendor Subtotal: 4,033.62
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 3 PAGE 239 of 294
Account Number Vendor Description GL Date Check No Amount PO No 101 08 4324 0000 San Marino School District Parking Lot Lease 11/21/23 11/20/24 02/09/2024 18921 35,338 92 Vendor Subtotal: 35,338.92
101 08 4376 0000 AT&T Mobility Hotspot Service Jan 2024 (Non-Unifor 02/23/2024 18943 50 00 101-08-4376-0000 AT&T Mobility Hotspot Service Jan 2024 (Uniform) 02/23/2024 18944 60.00 Vendor Subtotal: 110.00
101-08-4500-4950 The Gas Company Gas Service Jan-Feb 2024-City Hall 02/23/2024 18993 515.27 Vendor Subtotal: 515.27
101-08-4500-9025 AT&T Phone Service Jan-Feb 2024-City Hall 02/23/2024 18940 762.25 Vendor Subtotal: 762.25
101-08-4500-9025 AT&T City Hall Compound Internet Service-F 02/23/2024 18941 290.61 Vendor Subtotal: 290.61
101-09-4150-0000 Ya-Nan Chou Chinese Interpretation-Zoom Town Ha 02/23/2024 18953 200.00 Vendor Subtotal: 200.00
101-09-4150-0000 Language Network, INC Chinese Translation-State of the City S 02/09/2024 0 399.44 101-09-4150-0000 Language Network, INC Chinese Translation-City Council Agen 02/23/2024 0 831.95 Vendor Subtotal: 1,231.39
101-09-4150-0000 Quench USA, Inc Drinking Water Service Feb 2024-City 02/09/2024 18914 45.77 Vendor Subtotal: 45.77
101-09-4150-0000 Sky Blueprint &Supplies Lunar New Year Event Signs 02/23/2024 18988 291.61 Vendor Subtotal: 291.61
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 4 PAGE 240 of 294
Account Number Vendor Description GL Date Check No Amount PO No 101 09 4150 0500 Planetbids Inc Vendor Bid System 7/1/23 2/29/24 02/23/2024 18982 5,591 12 Vendor Subtotal: 5,591.12
101 09 4150 0500 U S Bank Monday.com-Public Records Request un t a e 02/15/2024 18932 392 00 Vendor Subtotal: 392.00
101 09 4204 0000 DFM Associates 2024 Elections Code Handbook 02/09/2024 18896 79 36 Vendor Subtotal: 79.36
101 09 4376 0000 Nicole Tibbet Reimbursement-Cookies for P.Chung G w y 02/09/2024 18892 39 54 Vendor Subtotal: 39.54
101 09 4376 0000 U S Bank Supplies 02/15/2024 18932 417 34 Vendor Subtotal: 417.34
101 09 4396 0000 U S Bank CCMF Membership City Manager 02/15/2024 18932 400 00 101-09-4396-0000 U.S. Bank IIMC-City Clerk CMC Certification 02/15/2024 18932 125.00 Vendor Subtotal: 525.00
101-10-4106-3415 Burke, Williams & Sorensen LLP Legal Service Dec 2023 02/23/2024 0 6,394.50 Vendor Subtotal: 6,394.50
101-10-4106-3415 Steve A Filarsky, Attorney at Law Legal Service Jan 2024 02/23/2024 0 442.00 Vendor Subtotal: 442.00
101-10-4106-3415 Liebert Cassidy Whitmore Legal Service Nov 2023 02/23/2024 18973 53.00 Vendor Subtotal: 53.00
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 5 PAGE 241 of 294
Account Number Vendor Description GL Date Check No Amount PO No 101-10-4150-0000 Health & Human Resource Center, In Employee Assistance Program Feb 202 02/09/2024 18879 237.07 101-10-4150-0000 Health & Human Resource Center, In Employee Assistance Program March 2 02/23/2024 18934 232.36 Vendor Subtotal: 469.43
101-10-4150-0000 Nancy K. Bohl Inc Employee Support Service Jan 2024- F 02/23/2024 18947 1,382.00 Vendor Subtotal: 1,382.00
101-10-4150-0000 PERS (Medical) Admin Fee for Retired March 2024 02/23/2024 0 146.65 101-10-4150-0000 PERS (Medical) Admin Fee for Active March 2024 02/23/2024 0 504.35 Vendor Subtotal: 651.00
101-10-4150-0000 USI Insurance Service National, Inc Group Benefit March 2024 02/23/2024 18999 1,250.00 Vendor Subtotal: 1,250.00
101-10-4376-0000 Office Depot Office Supplies 02/09/2024 18909 74.32 Vendor Subtotal: 74.32
101-10-4376-0000 U.S. Bank CalChamber-CA Labor Law Poster (7) 02/15/2024 18932 363.98 101-10-4376-0000 U.S. Bank CalChamber-Labor Law Pamphlets 02/15/2024 18932 12.26 Vendor Subtotal 376.24
101-10-4436-0000 U.S. Bank Starbucks-Interview Panel Coffee 1/17 02/15/2024 18932 20.00 101 10 4436 0000 U S Bank Amazon Credit 02/15/2024 18932 15 32 101-10-4436-0000 U.S. Bank Urban Plates-Interview Panel Lunch 1/ 02/15/2024 18932 71.25 Vendor Subtotal: 75.93
101-11-4010-0000 Ameritas Life Insurance Corp Adjustment Premium Feb 2024 02/23/2024 18937 26.76 Vendor Subtotal: 26.76
101-11-4010-0000 Delta Dental of California Adjustment Premium Feb 2024 02/09/2024 18894 -148.56 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 6 PAGE 242 of 294
Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: -148.56
101-11-4150-0000 Forvis, LLP State Controllers Cities Report 02/23/2024 0 1,200.00 101-11-4150-0000 Forvis, LLP State Controllers Street Report 02/23/2024 0 900.00 Vendor Subtotal: 2,100.00
101-11-4316-0000 Canon Financial Services Inc Copier Lease Jan 2024-2nd Floor City 02/09/2024 18889 287.82 Vendor Subtotal: 287.82
101-11-4316-0000 CopyFree Technology Inc Copier Usages Charge 9/23/23-12/22/2 02/09/2024 0 75.09 101-11-4316-0000 CopyFree Technology Inc Copier Contract Base Rate 12/23/23-1/ 02/09/2024 0 149.39 101-11-4316-0000 CopyFree Technology Inc Copier Contract Base Rate Charge 1/2 02/09/2024 0 149.39 101-11-4316-0000 CopyFree Technology Inc Copier Contract Base Rate Charge 2/2 02/23/2024 0 149.39 Vendor Subtotal 523 26
101-11-4376-0000 Office Depot Office Supplies 02/23/2024 18979 122.61 Vendor Subtotal 122 61
101-11-4376-0000 U.S. Bank Amazon-1099 Envelopes 02/15/2024 18932 30.64 Vendor Subtotal 30 64
101-11-4480-0000 Annie Han CSMFO Conference-Per Diem Rate B 02/23/2024 18969 17.00 101 11 4480 0000 Annie Han CSMFO Conference-Mileage 1/31/23- 02/23/2024 18969 86 54 101-11-4480-0000 Annie Han CSMFO Conference-Parking (2) 1/31/ 02/23/2024 18969 50.00 101-11-4480-0000 Annie Han CSMFO Conference-Per Diem Rate In 02/23/2024 18969 10.00 Vendor Subtotal: 163.54
101-11-4480-0000 Mark Siegfried CSMFO Conference-Per Diem Rate B 02/09/2024 18920 17.00 101-11-4480-0000 Mark Siegfried CSMFO Conference-Per Diem Rate In 02/09/2024 18920 15.00 101-11-4480-0000 Mark Siegfried CSMFO Conference-Per Diem Rate Lu / /2 0209024 18920 18.00 101-11-4480-0000 Mark Siegfried CSMFO Conference-Mileage 1/31/24- 02/09/2024 18920 113.77 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 7 PAGE 243 of 294
Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 163.77
101-14-3106-0000 Christine Kuo Refund-Tree Permit 2850 Lombardy R 02/09/2024 18877 415.00 Vendor Subtotal: 415.00
101-14-3309-0000 Fary Yassamy Refund Business License 02/23/2024 18933 15.00 Vendor Subtotal: 15.00
101-14-4010-0000 Ameritas Life Insurance Corp Adjustment Premium Feb 2024 02/23/2024 18937 9.84 Vendor Subtotal: 9.84
101-14-4010-0000 Delta Dental of California Adjustment Premium Feb 2024 02/09/2024 18894 -48.20 Vendor Subtotal: -48.20
101-14-4104-6270 The Code Group Inc Fire Inspection Service 1/1/24-1/27/24 02/23/2024 0 8,824.39 101-14-4104-6270 The Code Group Inc Over The Counter Plan Check Service 02/23/2024 0 285.00 101-14-4104-6270 The Code Group Inc Plan Check Service 1/1/24-1/27/24 02/23/2024 0 6,820.00 101-14-4104-6270 The Code Group Inc Fire Plan Check Service 1/1/24-1/27/2 02/23/2024 0 1,155.50 Vendor Subtotal: 17,084.89
101-14-4150-0000 Paul A Novak Hearing Officer Service 1/17/24 02/09/2024 18908 250.00 Vendor Subtotal: 250.00
101-14-4150-0000 Rincon Consultants Contract Planning Service 5/1/23-1/31 02/23/2024 0 776.25 Vendor Subtotal: 776.25
101-14-4150-0000 Vista Environmental Consulting, Inc Moisture & Fungal Assessment Review 02/23/2024 0 3,485.00 Vendor Subtotal: 3,485.00
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 8 PAGE 244 of 294
Account Number Vendor Description GL Date Check No Amount PO No 101-14-4150-0001 SG Valley Economic Partnership Annual Local Government Membershi 02/09/2024 18919 2,625.00 Vendor Subtotal: 2,625.00
101-14-4309-0000 Jason Chai Refund-Overpayment on Business Lic 02/09/2024 18875 101.00 Vendor Subtotal: 101.00
101-14-4316-0000 Canon Financial Services Inc Copier Lease Jan 2024-CDD 02/09/2024 18889 161.67 101-14-4316-0000 Canon Financial Services Inc Copier Lease Jan 2024-Stoneman 02/09/2024 18889 55.84 Vendor Subtotal: 217.51
101-14-4376-0000 Office Depot Paper 02/09/2024 18910 129.95 101-14-4376-0000 Office Depot Paper & Office Supplies 02/09/2024 18909 122.77 101-14-4376-0000 Office Depot Office Supplies 02/09/2024 18909 83.19 101-14-4376-0000 Office Depot Office Supplies 02/23/2024 18979 200.11 101-14-4376-0000 Office Depot Office Supplies 02/23/2024 18979 11.49 101-14-4376-0000 Office Depot Office Supplies 02/23/2024 18979 181.03 Vendor Subtotal: 728.54
101-14-4376-0000 S.A.L Digital Copies, Inc Administrative Citations Forms 02/09/2024 0 198.45 Vendor Subtotal: 198.45
101-14-4376-0000 U.S. Bank LA Police Gear-Uniform Pants Code E 02/15/2024 18932 723.17 101-14-4376-0000 U.S. Bank Canva-Business Cards (100) 02/15/2024 18932 19.00 101-14-4376-0000 U.S. Bank LA Police Gear-Uniform Pants Code E 02/15/2024 18932 423.73 Vendor Subtotal: 1,165.90
101-14-4396-0000 U.S. Bank CACEO-Membership I.Martinez 02/15/2024 18932 100.00 101-14-4396-0000 U.S. Bank CACEO-Membership V.Aleman 02/15/2024 18932 100.00 101-14-4396-0000 U.S. Bank CACEO-Membership M.Aguilar 02/15/2024 18932 100.00 Vendor Subtotal: 300.00
101-14-4500-9025 AT&T City Hall Compound Internet Service-F 02/23/2024 18941 290.61 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 9 PAGE 245 of 294
Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 290.61
101-14-4500-9025 AT&T Mobility Hotspot Service Jan 2024 (Bldg. Inspe 02/23/2024 18943 20.00 Vendor Subtotal: 20.00
101-36-4316-0000 Bryan Landon Jensen Installation of Fire Station Alerting Eq 02/23/2024 18977 789.39 Vendor Subtotal: 789.39
101-36-4468-0000 U.S. Bank SEAOSC-Earthquake Symposium 02/15/2024 18932 150.00 Vendor Subtotal: 150.00
101-36-4500-9025 HP Communications Inc EOC Satellite Phone 2/1/24-3/1/24 02/23/2024 18970 868.08 Vendor Subtotal: 868.08
101-40-4104-0000 EcoNomics, Inc Solid Waste Negotiation Jan 2024 02/23/2024 18960 12,587.91 Vendor Subtotal: 12,587.91
101-40-4104-0000 Transtech Engineers, Inc Traffic Engineering-Rose Road 02/23/2024 18997 286.00 101-40-4104-0000 Transtech Engineers, Inc Traffic Engineering-Lorain Traffic Cal 02/23/2024 18997 286.00 Vendor Subtotal: 572.00
101-40-4150-0000 Aramark Cleaning Uniforms 02/09/2024 18881 120.88 101-40-4150-0000 Aramark Cleaning Uniforms 02/09/2024 18881 43.82 101-40-4150-0000 Aramark Cleaning Uniforms 02/09/2024 18881 39.09 101-40-4150-0000 Aramark Cleaning Uniforms 02/09/2024 18881 109.29 101-40-4150-0000 Aramark Cleaning Uniform Service 02/23/2024 18936 38.16 101-40-4150-0000 Aramark Cleaning Uniform Service 02/23/2024 18936 107.85 101-40-4150-0000 Aramark Cleaning Uniform Service 02/23/2024 18936 38.16 101-40-4150-0000 Aramark Cleaning Uniform Service 02/23/2024 18936 107.85 Vendor Subtotal: 605.10
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 10 PAGE 246 of 294
Account Number Vendor Description GL Date Check No Amount PO No 101-40-4150-0500 U.S. Bank Zoom-Subscription PW Dept 02/15/2024 18932 314.79 101-40-4150-0500 U.S. Bank Apple.com-ICloud Storage PW 02/15/2024 18932 2.99 Vendor Subtotal: 317.78
101-40-4260-0000 Hi Quality Auto Body Inc Vehicle Repair for Accident 11/9/23 02/09/2024 0 8,967.14 Vendor Subtotal: 8,967.14
101-40-4316-0000 Canon Financial Services Inc Copier Lease Jan 2024-PW Admin 02/09/2024 18889 322.98 Vendor Subtotal: 322.98
101-40-4316-0000 CopyFree Technology Inc Copier Usage Charge 10/29/23-1/28/24 02/09/2024 0 75.86 Vendor Subtotal: 75.86
101-40-4376-0000 Delong Unlimited Jackets & Shirt-PW Staff 02/09/2024 18893 402.00 Vendor Subtotal: 402.00
101-40-4376-0000 Remington Pure Drinking Water Service Feb 2024-PW 02/23/2024 18989 38.00 Vendor Subtotal: 38.00
101-40-4376-0000 U.S. Bank Office Depot-Office Supplies 02/15/2024 18932 105.81 101-40-4376-0000 U.S. Bank CCS Skate-Credit 02/15/2024 18932 -59.47 101-40-4376-0000 U.S. Bank Office Depot-Office Supplies 02/15/2024 18932 84.62 Vendor Subtotal 130 96
101-40-4396-0000 MMASC Membership-C.Gutierrez 02/09/2024 18905 125.00 Vendor Subtotal 125 00
101-40-4468-0000 U.S. Bank Street Tree-Seminar L.Hall 02/15/2024 18932 150.00 Vendor Subtotal 150 00
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 11 PAGE 247 of 294
Account Number Vendor Description GL Date Check No Amount PO No 101-40-4480-0000 Amber Shah Training-Per Diem Rate Incidentals (4 02/23/2024 18987 20.00 101-40-4480-0000 Amber Shah Training-Per Diem Rate Breakfast (2) 02/23/2024 18987 34.00 101-40-4480-0000 Amber Shah Training-Per Diem Rate Lunch (3) 3/1 02/23/2024 18987 54.00 101-40-4480-0000 Amber Shah Training-Per Diem Rate Dinner (3) 3/1 02/23/2024 18987 102.00 Vendor Subtotal: 210.00
101-40-4492-0003 Aramark Cleaning Uniforms 02/09/2024 18881 110.70 101-40-4492-0003 Aramark Cleaning Uniforms 02/09/2024 18881 39.97 101-40-4492-0003 Aramark Cleaning Uniforms 02/09/2024 18881 35.79 101-40-4492-0003 Aramark Cleaning Uniforms 02/09/2024 18881 100.09 101-40-4492-0003 Aramark Cleaning Uniform Service 02/23/2024 18936 98.78 101-40-4492-0003 Aramark Cleaning Uniform Service 02/23/2024 18936 98.78 101-40-4492-0003 Aramark Cleaning Uniform Service 02/23/2024 18936 34.94 101-40-4492-0003 Aramark Cleaning Uniform Service 02/23/2024 18936 34.94 Vendor Subtotal: 553.99
101-40-4492-0004 Aramark Cleaning Uniforms 02/09/2024 18881 57.69 101-40-4492-0004 Aramark Cleaning Uniforms 02/09/2024 18881 159.60 101-40-4492-0004 Aramark Cleaning Uniforms 02/09/2024 18881 144.30 101-40-4492-0004 Aramark Cleaning Uniforms 02/09/2024 18881 51.60 101-40-4492-0004 Aramark Cleaning Uniform Service 02/23/2024 18936 50.38 101-40-4492-0004 Aramark Cleaning Uniform Service 02/23/2024 18936 142.41 101-40-4492-0004 Aramark Cleaning Uniform Service 02/23/2024 18936 50.38 101-40-4492-0004 Aramark Cleaning Uniform Service 02/23/2024 18936 142.41 Vendor Subtotal: 798.77
101-40-4500-9025 AT&T City Hall Compound Internet Service-F 02/23/2024 18941 183.55 Vendor Subtotal: 183.55
101-42-4376-0000 U.S. Bank Grainger-Fleet Supplies 02/15/2024 18932 178.52 101-42-4376-0000 U.S. Bank Grainger-Fleet Supplies 02/15/2024 18932 176.29 Vendor Subtotal: 354.81
101-42-4452-0000 U.S. Bank Home Depot-Nail Gun for PD 02/15/2024 18932 127.85 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 12 PAGE 248 of 294
Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 127.85
101-44-4150-0000 CA Dept of Tax & Fee Admin Underground Storage Tank Permit 1/1/ 02/09/2024 18886 801.32 Vendor Subtotal: 801.32
101-44-4150-5170 John L Hunter NPDES Consulting Nov 2023 02/09/2024 18900 882.00 101-44-4150-5170 John L Hunter NPDES Consulting Dec 2023 02/09/2024 18900 1,327.50 Vendor Subtotal: 2,209.50
101-44-4150-5170 Richards Watson & Gershon Legal Service Dec 2023 02/23/2024 0 25.00 101-44-4150-5170 Richards Watson & Gershon Legal Service August 2023 02/23/2024 0 375.00 101-44-4150-5170 Richards Watson & Gershon Legal Service Sept 2023 02/23/2024 0 250.00 101-44-4150-5170 Richards Watson & Gershon Legal Service Oct 2023 02/23/2024 0 25.00 Vendor Subtotal: 675.00
101-48-4150-0000 Underground Service Alert/SC CA State Fees Dig Alerts Tickets 02/09/2024 0 38.73 Vendor Subtotal: 38.73
101-48-4150-0000 Yunex LLC Traffic Street Maintenance Dec 2023 02/09/2024 0 1,233.75 Vendor Subtotal: 1,233.75
101-48-4150-9020 Athens Services Street Sweeping Dec 2023 02/09/2024 18882 15,248.88 Vendor Subtotal: 15,248.88
101-48-4376-0000 Crafco Inc Asphalt Cold Patch 02/23/2024 0 775.80 101-48-4376-0000 Crafco Inc Asphalt Cold Patch 02/23/2024 0 775.80 Vendor Subtotal: 1,551.60
101-48-4376-0000 Delong Unlimited Jackets & Shirt-PW Staff 02/09/2024 18893 1,986.03 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 13 PAGE 249 of 294
Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 1,986.03
101-48-4376-0000 Ganahl Lumber Company Concrete 02/09/2024 18897 316.58 Vendor Subtotal: 316.58
101-48-4376-0000 JCL Traffic Parking Restriction Sign 02/09/2024 18902 75.80 Vendor Subtotal: 75.80
101-48-4376-0000 Underground Service Alert/SC Dig Alerts Tickets 02/09/2024 0 74.75 Vendor Subtotal: 74.75
101-48-4376-0000 U.S. Bank Home Depot-Street Maintenance Supp 02/15/2024 18932 149.50 Vendor Subtotal: 149.50
101-48-4376-0000 Walters Wholesale Electric Co Street Name Signs 02/09/2024 18930 351.10 Vendor Subtotal: 351.10
101-48-4500-1980 Southern California Edison Electrical Service Dec 2023-Jan 2024- 02/09/2024 18917 97.63 Vendor Subtotal: 97.63
101-50-4150-0000 TreeCare LA, Inc Air Spade Training-PW Staff 02/09/2024 18922 1,500.00 Vendor Subtotal: 1,500.00
101-50-4376-0000 Apollo Wood Recovery Inc Playground Chips-Lacy Park 02/23/2024 18938 6,779.72 000001113 Vendor Subtotal: 6,779.72
101-50-4376-0000 Remington Pure Drinking Water Service Feb 2024-Lacy 02/23/2024 18989 79.99 Vendor Subtotal: 79.99
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 14 PAGE 250 of 294
Account Number Vendor Description GL Date Check No Amount PO No 101 50 4376 0000 U S Bank UPS Store Lacy Park Supplies 02/15/2024 18932 20 53 Vendor Subtotal: 20.53
101 50 4404 0000 Norman's Nursery Inc Trees for Lacy Park 02/09/2024 18907 670 57 Vendor Subtotal: 670.57
101 50 4500 4950 The Gas Company Gas Service Dec 2023-Jan 2024 Lacy P 02/09/2024 18924 44 57 Vendor Subtotal: 44.57
101 50 4500 9025 AT&T Phone Service Jan-Feb 2024-Lacy Park 02/23/2024 18940 56 47 Vendor Subtotal: 56.47
101 50 4500 9025 Charter Communications Internet Cable Service 1/25/24-2/24/24 ark 02/23/2024 18995 149 98 Vendor Subtotal: 149.98
101 50 4500 9460 California American Water Water Service Dec 2023-Jan 2024-Lac 02/09/2024 18888 47 85 101-50-4500-9460 California American Water Water Service Jan-Feb 2024-Lacy Park 02/23/2024 18950 2,381.82 Vendor Subtotal: 2,429.67
101-52-4150-0000 Mariposa Tree Management Inc Tree Trimming-Lacy Park Jan 2024 02/23/2024 0 2,356.05 101-52-4150-0000 Mariposa Tree Management Inc Tree Trimming-Old Mill Jan 2024 02/23/2024 0 4,656.96 101-52-4150-0000 Mariposa Tree Management Inc Tree Removal (10) Jan 2024 02/23/2024 0 7,717.50 Vendor Subtotal: 14,730.51
101-52-4376-0000 Garvey Equipment Company Weed Abatement 02/09/2024 0 162.22 Vendor Subtotal: 162.22
101-52-4376-0000 Lawn Mower Corner Seed 02/23/2024 18972 38.58 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 15 PAGE 251 of 294
Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 38.58
101-52-4376-0000 U.S. Bank Home Depot-Irrigation Supplies 02/15/2024 18932 38.57 101-52-4376-0000 U.S. Bank Home Depot-Irrigation Supplies 02/15/2024 18932 120.56 101-52-4376-0000 U.S. Bank Home Depot-Irrigation Supplies 02/15/2024 18932 205.70 Vendor Subtotal: 364.83
101-52-4404-0000 Norman's Nursery Inc Trees for Grounds 02/09/2024 18907 880.40 Vendor Subtotal: 880.40
101-52-4500-9460 California American Water Water Service Dec 2023-Jan 2024-Gro 02/09/2024 18888 2,259.55 101-52-4500-9460 California American Water Water Service Jan-Feb 2024-Grounds 02/23/2024 18950 8,782.32 Vendor Subtotal: 11,041.87
101-52-4500-9460 City of Alhambra Utilities Dept Water Service Jan-Grounds 02/23/2024 18955 124.62 Vendor Subtotal: 124.62
101-53-4150-0000 Dynamic Building Maintenance Citywide Janitorial Service Jan 2024 02/09/2024 0 6,866.00 Vendor Subtotal: 6,866.00
101-53-4150-0000 Graycon Inc HVAC Maintenance-Library 02/23/2024 18968 370.00 101-53-4150-0000 Graycon Inc HVAC Maintenance-Library 02/23/2024 18968 370.00 Vendor Subtotal: 740.00
101-53-4150-0000 Otis Elevator Company Elevator Maintenance 3/1/24-2/28/25-L 02/23/2024 18980 4,763.40 Vendor Subtotal: 4,763.40
101-53-4150-0000 SDS Security Design Systems Fire Alarm Service March 2024-City H 02/23/2024 18986 95.00 101-53-4150-0000 SDS Security Design Systems Security Alarm Service March 2024-S 02/23/2024 18986 148.49 101-53-4150-0000 SDS Security Design Systems Fire Alarm Service March 2024-SMC 02/23/2024 18986 150.00 101-53-4150-0000 SDS Security Design Systems Security Alarm Service March 2024-FD 02/23/2024 18986 107.00 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 16 PAGE 252 of 294
Account Number Vendor Description GL Date Check No Amount PO No 101-53-4150-0000 SDS Security Design Systems Security Alarm Service March 2024-T 02/23/2024 18986 42.00 Vendor Subtotal: 542.49
101-53-4150-0000 Total Exterminating Inc Quarterly Extermination-FD 02/09/2024 0 78.00 101-53-4150-0000 Total Exterminating Inc Monthly Extermination -Library 02/09/2024 0 125.00 101-53-4150-0000 Total Exterminating Inc Monthly Extermination-SMCC 02/09/2024 0 125.00 101-53-4150-0000 Total Exterminating Inc Quarterly Extermination-SMCC 02/09/2024 0 95.00 101-53-4150-0000 Total Exterminating Inc Quarterly Extermination-Lacy Park 02/23/2024 0 200.00 101-53-4150-0000 Total Exterminating Inc Monthly Extermination-Library 02/23/2024 0 125.00 101-53-4150-0000 Total Exterminating Inc Monthly Extermination-SMCC 02/23/2024 0 125.00 Vendor Subtotal: 873.00
101-53-4206-0000 U.S. Bank Red Supply-Plumbing Supplies 02/15/2024 18932 322.60 101-53-4206-0000 U.S. Bank Home Depot-Planter Pots-SMCC 02/15/2024 18932 114.46 101-53-4206-0000 U.S. Bank Home Depot-Paint for PD Dispatch Ar 02/15/2024 18932 108.33 101-53-4206-0000 U.S. Bank Home Depot-Door Hinge PD 02/15/2024 18932 14.26 101-53-4206-0000 U.S. Bank Home Depot-Molding for Shop 02/15/2024 18932 44.03 101-53-4206-0000 U.S. Bank Home Depot-Bottle Water Filler Filter 02/15/2024 18932 153.21 Vendor Subtotal: 756.89
101-59-4150-0000 The Sauce Creative Service Corp Community Service Spring Guide 202 02/23/2024 18994 4,200.00 Vendor Subtotal: 4,200.00
101-59-4412-0000 The Sauce Creative Service Corp Community Service Spring Guide 202 02/23/2024 18994 1,838.05 Vendor Subtotal: 1,838.05
101-59-4420-0000 The Sauce Creative Service Corp Community Service Spring Guide 202 02/23/2024 18994 6,806.56 Vendor Subtotal: 6,806.56
101-59-4468-0000 U.S. Bank Colorado ParkS & Rec Assoc.-Training 02/15/2024 18932 45.00 101-59-4468-0000 U.S. Bank MMASC-Training K. Shigenaga 02/15/2024 18932 20.00 Vendor Subtotal: 65.00
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 17 PAGE 253 of 294
Account Number Vendor Description GL Date Check No Amount PO No 101-59-4480-0000 Eddie Covarrubias CPRS Conference-Mileage 2/27/24-3/ 02/09/2024 0 126.23 101-59-4480-0000 Eddie Covarrubias CPRS Conference-Per Diem Rate Incid 02/09/2024 0 20.00 101-59-4480-0000 Eddie Covarrubias CPRS Conference-Per Diem Rate Brea 02/09/2024 0 51.00 101-59-4480-0000 Eddie Covarrubias CPRS Conference-Per Diem Rate Dinn 02/09/2024 0 102.00 101 59 4480 0000 Eddie Covarrubias CPRS Conference Per Diem Rate Lun 02/09/2024 -3 0 18 00 Vendor Subtotal: 317.23
101 59 4480 0000 Cathi Johnson CPRS Conference Per Diem Rate Inci ) 2/ 7/24 02/09/2024 18903 20 00 101-59-4480-0000 Cathi Johnson CPRS Conference-Mileage 2/27/24-3/ 02/09/2024 18903 21.44 101-59-4480-0000 Cathi Johnson CPRS Conference-Per Diem Rate Lun 02/09/2024 18903 18.00 101-59-4480-0000 Cathi Johnson CPRS Conference-Per Diem Rate Dinn 02/09/2024 18903 102.00 101-59-4480-0000 Cathi Johnson CPRS Conference-Per Diem Rate Brea 02/09/2024 18903 51.00 Vendor Subtotal: 212.44
101-59-4480-0000 Angie Padilla CPRS Conference-Per Diem Rate Incid 02/09/2024 18912 20.00 101-59-4480-0000 Angie Padilla CPRS Conference-Per Diem Rate Lun 02/09/2024 18912 18.00 101-59-4480-0000 Angie Padilla CPRS Conference-Per Diem Rate Dinn 02/09/2024 18912 102.00 101-59-4480-0000 Angie Padilla CPRS Conference-Mileage 2/27/24-3/ 02/09/2024 18912 106.26 101-59-4480-0000 Angie Padilla CPRS Conference-Per Diem Rate Brea 02/09/2024 18912 51.00 Vendor Subtotal: 297.26
101-59-4480-0000 Kristin Shigenaga CPRS Conference-Per Diem Rate Incid 02/09/2024 0 20.00 101-59-4480-0000 Kristin Shigenaga CPRS Conference-Per Diem Rate Lun 02/09/2024 0 18.00 101 59 4480 0000 Kristin Shigenaga CPRS Conference Mileage 2/27/24 3/ 02/09/2024 0 136 68 101-59-4480-0000 Kristin Shigenaga CPRS Conference-Per Diem Rate Dinn 02/09/2024 0 102.00 101-59-4480-0000 Kristin Shigenaga CPRS Conference-Per Diem Rate Brea 02/09/2024 0 51.00 Vendor Subtotal: 327.68
101-59-4480-0000 U.S. Bank Mendocino Farm-Staff Development D 02/15/2024 18932 38.20 101-59-4480-0000 U.S. Bank Costco-Staff Development Day Lunch 02/15/2024 18932 114.98 Vendor Subtotal: 153.18
101-60-3502-0000 Margaret Shifley Refund -Gentle Yoga 02/09/2024 18874 5.00 Vendor Subtotal: 5.00
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 18 PAGE 254 of 294
Account Number Vendor Description GL Date Check No Amount PO No 101-60-4150-0000 Remington Pure Drinking Water Service Feb 2024-Ston 02/23/2024 18989 38.00 Vendor Subtotal: 38.00
101-60-4316-0000 Canon Financial Services Inc Copier Lease Jan 2024-SMCC 02/09/2024 18889 148.11 101-60-4316-0000 Canon Financial Services Inc Copier Lease Jan 2024-Stoneman 02/09/2024 18889 55.85 Vendor Subtotal: 203.96
101-60-4316-0000 CopyFree Technology Inc Copier Contract Base Rate Charge 2/1 02/23/2024 0 207.63 Vendor Subtotal: 207.63
101-60-4324-0000 Southwest Mobile Storage Inc Stoneman Storage 2/13/24-3/11/24 02/23/2024 0 58.60 Vendor Subtotal: 58.60
101-60-4376-0000 Office Depot Office Supplies 02/09/2024 18910 62.81 101-60-4376-0000 Office Depot Paper and Office Supplies 02/09/2024 18909 90.67 101-60-4376-0000 Office Depot Paper & Office Supplies 02/09/2024 18909 74.32 Vendor Subtotal: 227.80
101-60-4376-0000 U.S. Bank Amazon-Office Supplies 02/15/2024 18932 14.88 101-60-4376-0000 U.S. Bank Office Depot-Office Supplies 02/15/2024 18932 11.03 Vendor Subtotal: 25.91
101-61-4376-0000 U.S. Bank Amazon-Aquatics Supplies 02/15/2024 18932 59.12 Vendor Subtotal: 59.12
101-62-4376-0000 U.S. Bank Amazon-Teen Program Supplies 02/15/2024 18932 18.94 101-62-4376-0000 U.S. Bank Amazon-Lil Learners Supplies 02/15/2024 18932 48.04 101-62-4376-0000 U.S. Bank Smart & Final Teen Program Supplies 02/15/2024 18932 81.74 101-62-4376-0000 U.S. Bank Amazon-Lil Playmates Supplies 02/15/2024 18932 40.92 101-62-4376-0000 U.S. Bank Amazon-Lil Learners Supplies 02/15/2024 18932 9.83 101-62-4376-0000 U.S. Bank Lakeshore Learning-Lil Learners Supp 02/15/2024 18932 153.28 101-62-4376-0000 U.S. Bank Amazon-Teen Program Supplies 02/15/2024 18932 311.06 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 19 PAGE 255 of 294
Account Number Vendor Description GL Date Check No Amount PO No 101-62-4376-0000 U.S. Bank Amazon-Phonics Supplies 02/15/2024 18932 27.24 101-62-4376-0000 U.S. Bank Amazon-Lil Learners Supplies 02/15/2024 18932 18.29 101-62-4376-0000 U.S. Bank Amazon-Lil Learners Supplies 02/15/2024 18932 8.75 101-62-4376-0000 U.S. Bank Amazon-Teen Program Supplies 02/15/2024 18932 18.60 101-62-4376-0000 U.S. Bank HAC Hooked & Co -Phonics Supplies 02/15/2024 18932 459.88 101-62-4376-0000 U.S. Bank Amazon-Lil Learners Supplies 02/15/2024 18932 14.10 101-62-4376-0000 U.S. Bank Amazon-Teen Program Supplies 02/15/2024 18932 45.98 101-62-4376-0000 U.S. Bank Amazon-Teen Program Supplies 02/15/2024 18932 4.92 101-62-4376-0000 U.S. Bank Target-Lil Learners Supplies 02/15/2024 18932 13.22 Vendor Subtotal: 1,274.79
101-64-4376-0000 U.S. Bank Smart & Final-Coffee Connections Sup 02/15/2024 18932 60.55 101-64-4376-0000 U.S. Bank Amazon-Coffee Connections Supplies 02/15/2024 18932 -2.10 101-64-4376-0000 U.S. Bank Walmart-Coffee Connections Supplies 02/15/2024 18932 16.71 101-64-4376-0000 U.S. Bank Amazon-Coffee Connections Supplies 02/15/2024 18932 70.06 101-64-4376-0000 U.S. Bank Amazon-Coffee Connections Supplies 02/15/2024 18932 20.79 101-64-4376-0000 U.S. Bank Amazon-Coffee Connections Supplies 02/15/2024 18932 32.27 101-64-4376-0000 U.S. Bank Amazon-Coffee Connections Supplies 02/15/2024 18932 52.20 101-64-4376-0000 U.S. Bank Amazon-Coffee Connections Supplies 02/15/2024 18932 23.21 101-64-4376-0000 U.S. Bank Amazon-Coffee Connections Supplies 02/15/2024 18932 10.94 101-64-4376-0000 U.S. Bank Walmart-Coffee Connections Supplies 02/15/2024 18932 41.27 Vendor Subtotal: 325.90
101-64-4486-0000 Gold Coast Tours Senior Trip 2/24/24 02/23/2024 18967 2,376.00 Vendor Subtotal: 2,376.00
101-66-4150-0000 Harris Hsuan-Wei Peng Photo Booth- Family Night 2/9/24 02/23/2024 18964 399.00 Vendor Subtotal: 399.00
101-66-4150-0000 Grace+ Glow Balloons, LLC Balloons for Track Meet 02/23/2024 18966 300.00 Vendor Subtotal: 300.00
101-66-4150-0000 U.S. Bank Trains on The Move-Train Ride for Eg 02/15/2024 18932 200.00 Vendor Subtotal: 200.00
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 20 PAGE 256 of 294
Account Number Vendor Description GL Date Check No Amount PO No 101 66 4376 0000 U S Bank Fun Express Egg Hunt Supplies 02/15/2024 18932 76 45 101-66-4376-0000 U.S. Bank Amazon-Family Nite Supplies 02/15/2024 18932 23.09 101-66-4376-0000 U.S. Bank Amazon-Family Nite Supplies 02/15/2024 18932 4.92 101-66-4376-0000 U.S. Bank Amazon-Family Nite Supplies 02/15/2024 18932 87.59 101-66-4376-0000 U.S. Bank Amazon-Egg Hunt Supplies 02/15/2024 18932 37.22 101-66-4376-0000 U.S. Bank Walmart-Egg Hunt Supplies 02/15/2024 18932 240.88 101-66-4376-0000 U.S. Bank Amazon-Family Nite Supplies 02/15/2024 18932 100.82 101-66-4376-0000 U.S. Bank Peraza Design-Egg Hunt Banners 02/15/2024 18932 288.18 101-66-4376-0000 U.S. Bank Amazon-Family Nite Supplies 02/15/2024 18932 87.59 Vendor Subtotal: 946.74
101-68-3336-0001 Margaret Shifley Refund -Gentle Yoga 02/09/2024 18874 32.00 Vendor Subtotal: 32.00
101-68-3340-0001 Margaret Shifley Refund -Gentle Yoga 02/09/2024 18874 6.00 Vendor Subtotal: 6.00
101-68-4102-0000 Rocketology Science Winter Camp 2023 02/09/2024 0 3,510.00 Vendor Subtotal: 3,510.00
101-70-4150-0000 Aramark SMCC-Floor Mats 02/09/2024 18881 34.06 101-70-4150-0000 Aramark SMCC-Floor Mats 02/09/2024 18881 34.06 101 70 4150 0000 Aramark Floor Mat Service SMCC 02/23/2024 18936 34 06 101-70-4150-0000 Aramark Floor Mat Service-SMCC 02/23/2024 18936 34.06 Vendor Subtotal: 136.24
101-70-4376-0000 U.S. Bank Home Depot-Floor Cleaning Supplies 02/15/2024 18932 53.63 101-70-4376-0000 U.S. Bank Amazon-Credit 02/15/2024 18932 -14.22 101-70-4376-0000 U.S. Bank Home Depot-SMCC Green Room Sup 02/15/2024 18932 54.43 101-70-4376-0000 U.S. Bank Amazon-Credit 02/15/2024 18932 -83.21 101-70-4376-0000 U.S. Bank Amazon-Lacy Park Gatehouse Supplie 02/15/2024 18932 31.60 Vendor Subtotal: 42.23
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 21 PAGE 257 of 294
Account Number Vendor Description GL Date Check No Amount PO No 101-70-4500-4950 The Gas Company Gas Service Dec 2023-Jan 2024 Stone 02/09/2024 18924 20.27 101-70-4500-4950 The Gas Company Gas Service Dec 2023-Jan 2024 Thurn 02/09/2024 18924 49.67 101-70-4500-4950 The Gas Company Gas Service Dec 2023-Jan 2024 SMCC 02/09/2024 18924 135.93 Vendor Subtotal: 205.87
101-70-4500-9025 AT&T Phone Service Dec 2023-Jan 2024-Poo 02/09/2024 18883 27.79 Vendor Subtotal: 27.79
101-70-4500-9025 AT&T Internet Service 1/21/24-2/20/24-SMC 02/09/2024 18884 112.35 Vendor Subtotal: 112.35
101-70-4500-9025 Charter Communications Internet Cable Service 2/1/24-2/29/24- 02/23/2024 18995 350.00 Vendor Subtotal: 350.00
101-70-4500-9025 U.S. Bank ATT-Internet Service SMCC 12/21/23 02/15/2024 18932 112.35 Vendor Subtotal: 112.35
101-70-4500-9460 California American Water Water Service Jan-Feb 2024-SMCC 02/23/2024 18950 47.17 101-70-4500-9460 California American Water Water Service Jan-Feb 2024-Stoneman 02/23/2024 18950 656.54 Vendor Subtotal: 703.71
101-90-4150-0000 Quench USA, Inc Drinking Water Service Feb 2024-Libr 02/23/2024 18983 48.18 Vendor Subtotal: 48.18
101-90-4150-0500 U.S. Bank Squarespace-Passport Appointment So 02/15/2024 18932 168.00 Vendor Subtotal: 168.00
101-90-4316-0000 Canon Financial Services Inc Copier Lease Feb 2024-Library 02/23/2024 18951 190.48 101-90-4316-0000 Canon Financial Services Inc Copier Lease Feb 2024-Library 02/23/2024 18951 211.34 101-90-4316-0000 Canon Financial Services Inc Copier Lease Feb 2024-Library 02/23/2024 18951 215.72 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 22 PAGE 258 of 294
Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 617.54
101-90-4316-0000 CopyFree Technology Inc Copier Usage Charge (3) 11/14/23-2/1 02/23/2024 0 692.34 Vendor Subtotal: 692.34
101-90-4376-0000 U.S. Bank Amazon-Passport Supplies 02/15/2024 18932 40.65 101-90-4376-0000 U.S. Bank Amazon-Passport Supplies 02/15/2024 18932 315.28 101-90-4376-0000 U.S. Bank Amazon-Office Supplies 02/15/2024 18932 33.50 101-90-4376-0000 U.S. Bank Amazon-Office Supplies 02/15/2024 18932 65.06 Vendor Subtotal: 454.49
101-90-4412-0000 U.S. Bank USPS-Postage 02/15/2024 18932 386.00 Vendor Subtotal: 386.00
101-90-4500-4950 The Gas Company Gas Service Dec 2023-Jan 2024 Librar 02/09/2024 18924 85.25 Vendor Subtotal: 85.25
101-90-4500-9025 Charter Communications Internet Cable Service 2/2/24-3/1/24-L 02/23/2024 18995 153.99 Vendor Subtotal: 153.99
101-90-4500-9460 California American Water Water Service Jan-Feb 2024-Library 02/23/2024 18950 468.81 Vendor Subtotal: 468.81
101-91-4150-0000 The Sauce Creative Service Corp Library Open House Invitation Design 02/09/2024 18925 40.00 Vendor Subtotal: 40.00
101-91-4370-0335 Brodart Co Books 02/09/2024 0 85.65
101-91-4370-0335 Brodart Co Books 02/09/2024 0 58.02
Vendor Subtotal: 143.67
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 23 PAGE 259 of 294
Account Number Vendor Description GL Date Check No Amount PO No 101-91-4370-0335 Ingram Library Services Books 02/09/2024 0 91.13 101-91-4370-0335 Ingram Library Services Books 02/09/2024 0 27.36 101-91-4370-0335 Ingram Library Services Books 02/09/2024 0 190.98 101-91-4370-0335 Ingram Library Services Books 02/09/2024 0 82.58 101-91-4370-0335 Ingram Library Services Books 02/09/2024 0 22.14 101-91-4370-0335 Ingram Library Services Books 02/09/2024 0 155.14 101-91-4370-0335 Ingram Library Services Books 02/09/2024 0 20.16 101-91-4370-0335 Ingram Library Services Books 02/09/2024 0 51.05 101-91-4370-0335 Ingram Library Services Books 02/09/2024 0 20.82 101-91-4370-0335 Ingram Library Services Books 02/09/2024 0 306.48 101-91-4370-0335 Ingram Library Services Books 02/23/2024 0 65.48 101-91-4370-0335 Ingram Library Services Books 02/23/2024 0 27.40 101-91-4370-0335 Ingram Library Services Books 02/23/2024 0 84.34 101-91-4370-0335 Ingram Library Services Books 02/23/2024 0 88.49 101-91-4370-0335 Ingram Library Services Books 02/23/2024 0 65.47 101-91-4370-0335 Ingram Library Services Books 02/23/2024 0 234.95 101-91-4370-0335 Ingram Library Services Books 02/23/2024 0 29.37 101-91-4370-0335 Ingram Library Services Books 02/23/2024 0 49.07 101-91-4370-0335 Ingram Library Services Books 02/23/2024 0 27.40 101-91-4370-0335 Ingram Library Services Books 02/23/2024 0 67.46 101-91-4370-0335 Ingram Library Services Books 02/23/2024 0 192.91 101-91-4370-0335 Ingram Library Services Books 02/23/2024 0 144.24 101-91-4370-0335 Ingram Library Services Books 02/23/2024 0 17.53 Vendor Subtotal: 2,061.95
101-91-4370-0335 U.S. Bank Amazon-Book 02/15/2024 18932 34.49 Vendor Subtotal: 34.49
101-91-4370-1985 OverDrive Inc eBooks 02/23/2024 18981 1,123.32 101-91-4370-1985 OverDrive Inc eBooks 02/23/2024 18981 64.99 101-91-4370-1985 OverDrive Inc eBooks 02/23/2024 18981 271.00 Vendor Subtotal: 1,459.31
101-91-4370-6805 U.S. Bank Sing Tao-Newspaper Subscription 02/15/2024 18932 288.00 Vendor Subtotal: 288.00
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 24 PAGE 260 of 294
Account Number Vendor Description GL Date Check No Amount PO No 101-91-4370-8585 CCH Incorporated Reference Book 02/09/2024 18891 240.24 Vendor Subtotal: 240.24
101-91-4370-8585 Rowman & Littlefield Publishing Gr Reference Book 02/23/2024 18984 73.51 Vendor Subtotal: 73.51
101-92-4150-0000 Dave Boatman Drawing Program 2/17/24 02/23/2024 18946 225.00 Vendor Subtotal: 225.00
101-92-4370-0000 Cavendish Square Books 02/23/2024 18952 223.92 Vendor Subtotal: 223.92
101-92-4370-0000 U.S. Bank Amazon-Books 02/15/2024 18932 21.89 101-92-4370-0000 U.S. Bank Amazon-Books 02/15/2024 18932 38.30 101-92-4370-0000 U.S. Bank Amazon-Books 02/15/2024 18932 26.02 101-92-4370-0000 U.S. Bank Amazon-Books 02/15/2024 18932 10.94 101-92-4370-0000 U.S. Bank Amazon-Book 02/15/2024 18932 29.87 101-92-4370-0000 U.S. Bank Amazon-Book 02/15/2024 18932 18.75 101-92-4370-0000 U.S. Bank Amazon-Book 02/15/2024 18932 22.44 Vendor Subtotal: 168.21
101-93-4150-0000 Brodart Co Cataloging & Processing 02/09/2024 0 4.38 101-93-4150-0000 Brodart Co Cataloging & Processing 02/09/2024 0 8.76 101-93-4150-0000 Brodart Co Cataloging & Processing 02/09/2024 0 2.19 101-93-4150-0000 Brodart Co Cataloging & Processing 02/09/2024 0 1.91 Vendor Subtotal: 17.24
101-93-4376-0000 Demco Inc Processing Supplies 02/23/2024 0 225.76 Vendor Subtotal: 225.76
101-95-4150-0000 Old Mill Foundation Maintenance & Operation FY 23-24 02/09/2024 18911 60,000.00 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 25 PAGE 261 of 294
Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 60,000.00
Subtotal for Fund: 101 360,107.69
102-00-2010-0000 CA State Disbursement Unit PR Batch 00701.02.2024 Earnings Wit 02/02/2024 0 822.19 102-00-2010-0000 CA State Disbursement Unit PR Batch 00702.02.2024 Earnings Wit 02/16/2024 0 822.19 Vendor Subtotal: 1,644.38
102-00-2011-0000 American Fidelity Assurance PR Batch 00701.02.2024 Life Insuranc 02/02/2024 0 1,478.89 102-00-2011-0000 American Fidelity Assurance PR Batch 00701.02.2024 Accident Ins 02/02/2024 0 396.00 102-00-2011-0000 American Fidelity Assurance PR Batch 00701.02.2024 Critical Illne 02/02/2024 0 71.88 102-00-2011-0000 American Fidelity Assurance PR Batch 00701.02.2024 Accident Ins 02/02/2024 0 67.98 102-00-2011-0000 American Fidelity Assurance PR Batch 00701.02.2024 Group Hospt 02/02/2024 0 15.56 102-00-2011-0000 American Fidelity Assurance PR Batch 00701.02.2024 Cancer Insur 02/02/2024 0 73.70 102-00-2011-0000 American Fidelity Assurance PR Batch 00701.02.2024 Cancer Insur 02/02/2024 0 211.30 102-00-2011-0000 American Fidelity Assurance PR Batch 00701.02.2024 Disability ST 02/02/2024 0 998.46 102-00-2011-0000 American Fidelity Assurance PR Batch 00702.02.2024 Life Insuranc 02/16/2024 0 1,478.89 102-00-2011-0000 American Fidelity Assurance PR Batch 00702.02.2024 Group Hospt 02/16/2024 0 15.56 102-00-2011-0000 American Fidelity Assurance PR Batch 00702.02.2024 Disability ST 02/16/2024 0 998.46 102-00-2011-0000 American Fidelity Assurance PR Batch 00702.02.2024 Accident Ins 02/16/2024 0 396.00 102-00-2011-0000 American Fidelity Assurance PR Batch 00702.02.2024 Accident Ins 02/16/2024 0 67.98 102-00-2011-0000 American Fidelity Assurance PR Batch 00702.02.2024 Cancer Insur 02/16/2024 0 73.70 102-00-2011-0000 American Fidelity Assurance PR Batch 00702.02.2024 Cancer Insur 02/16/2024 0 211.30 102-00-2011-0000 American Fidelity Assurance PR Batch 00702.02.2024 Critical Illne 02/16/2024 0 71.88 Vendor Subtotal: 6,627.54
102-00-2011-0000 Texas Life Insurance Company PR Batch 00701.02.2024 Texas Life A 02/02/2024 18992 172.92 102-00-2011-0000 Texas Life Insurance Company PR Batch 00702.02.2024 Texas Life A 02/16/2024 18992 172.92 Vendor Subtotal: 345.84
102-00-2011-0000 Transamerica Life Insurance PR Batch 00701.02.2024 Life Insuranc 02/02/2024 18996 97.80 102-00-2011-0000 Transamerica Life Insurance PR Batch 00702.02.2024 Life Insuranc 02/16/2024 18996 97.80 Vendor Subtotal: 195.60
102-00-2012-3080 TIAA-Cref Financial Services PR Batch 00701.02.2024 Deferred Com 02/02/2024 0 432.69 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 26 PAGE 262 of 294
Account Number Vendor Description GL Date Check No Amount PO No 102-00-2012-3080 TIAA-Cref Financial Services PR Batch 00702.02.2024 Deferred Com 02/16/2024 0 432.69 Vendor Subtotal: 865.38
102-00-2012-3190 TIAA-Cref Financial Services Adjustment Deferred Comp Payroll 2/2 02/09/2024 0 -36.02 102-00-2012-3190 TIAA-Cref Financial Services PR Batch 00701.02.2024 Deferred Com 02/02/2024 0 416.33 102-00-2012-3190 TIAA-Cref Financial Services PR Batch 00701.02.2024 Deferred Com 02/02/2024 0 320.06 102-00-2012-3190 TIAA-Cref Financial Services PR Batch 00701.02.2024 Deferred Com 02/02/2024 0 18,514.54 102-00-2012-3190 TIAA-Cref Financial Services PR Batch 00701.02.2024 Deferred Com 02/02/2024 0 1,343.73 102-00-2012-3190 TIAA-Cref Financial Services PR Batch 00702.02.2024 Deferred Com 02/16/2024 0 5,050.00 102-00-2012-3190 TIAA-Cref Financial Services PR Batch 00702.02.2024 Deferred Com 02/16/2024 0 320.06 102-00-2012-3190 TIAA-Cref Financial Services PR Batch 00702.02.2024 Deferred Com 02/16/2024 0 380.31 102-00-2012-3190 TIAA-Cref Financial Services PR Batch 00702.02.2024 Deferred Com 02/16/2024 0 18,764.54 102-00-2012-3190 TIAA-Cref Financial Services PR Batch 00702.02.2024 Deferred Com 02/16/2024 0 1,343.73 Vendor Subtotal: 46,417.28
102-00-2012-6050 U.S. Bank PR Batch 00702.02.2024 PARS Emplo 02/16/2024 0 773.16 102-00-2012-6050 U.S. Bank PR Batch 00702.02.2024 PARS Emplo 02/16/2024 0 773.16 102-00-2012-6050 U.S. Bank PR Batch 00701.03.2024 PARS Emplo 03/01/2024 0 756.43 102-00-2012-6050 U.S. Bank PR Batch 00701.03.2024 PARS Emplo 03/01/2024 0 756.43 Vendor Subtotal: 3,059.18
102-00-2012-6160 PERS PR Batch 00701.02.2024 PERS Emplo 02/02/2024 0 69,693.88 102-00-2012-6160 PERS PR Batch 00701.02.2024 Pers Buy Bac 02/02/2024 0 153.60 102-00-2012-6160 PERS PR Batch 00701.02.2024 PERS Buy B 02/02/2024 0 103.41 102-00-2012-6160 PERS PR Batch 00701.02.2024 PERS Emplo 02/02/2024 0 700.85 102-00-2012-6160 PERS PR Batch 00701.02.2024 PERS Emplo 02/02/2024 0 40,046.26 102-00-2012-6160 PERS PR Batch 00701.02.2024 PERS Surviv 02/02/2024 0 101.37 102-00-2012-6160 PERS PR Batch 00702.02.2024 Pers Buy Bac 02/16/2024 0 153.60 102-00-2012-6160 PERS PR Batch 00702.02.2024 PERS Surviv 02/16/2024 0 102.30 102-00-2012-6160 PERS PR Batch 00702.02.2024 PERS Buy B 02/16/2024 0 103.41 102-00-2012-6160 PERS PR Batch 00702.02.2024 PERS Emplo 02/16/2024 0 785.72 102-00-2012-6160 PERS PR Batch 00702.02.2024 PERS Emplo 02/16/2024 0 40,004.68 102-00-2012-6160 PERS PR Batch 00702.02.2024 PERS Emplo 02/16/2024 0 70,026.35 Vendor Subtotal: 221,975.43
102-00-2012-7030 TIAA-Cref Financial Services PR Batch 00701.02.2024 Retirement H 02/02/2024 0 1,168.78 102-00-2012-7030 TIAA-Cref Financial Services PR Batch 00702.02.2024 Retirement H 02/16/2024 0 1,168.78 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 27 PAGE 263 of 294
Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 2,337.56
102-00-2014-0000 Humana Insurance Co PR Batch 00702.01.2024 Life Optiona 01/19/2024 18899 6.42 102-00-2014-0000 Humana Insurance Co PR Batch 00702.01.2024 Life Optiona 01/19/2024 18899 652.46 102-00-2014-0000 Humana Insurance Co PR Batch 00701.01.2024 Life Optiona 01/05/2024 18899 681.37 102-00-2014-0000 Humana Insurance Co Adjustment Premium Feb 2024 02/09/2024 18899 3.10 102-00-2014-0000 Humana Insurance Co Adjustment Premium Feb 2024 02/09/2024 18899 -45.00 Vendor Subtotal: 1,298.35
102-00-2015-0000 CA Law Enforcement Assn PR Batch 00702.01.2024 Police Dept L 01/19/2024 18887 992.00 Vendor Subtotal: 992.00
102-00-2015-0000 H. Wilson Insurancenter Inc PR Batch 00702.01.2024 Fire Dept LT 01/19/2024 0 561.00 Vendor Subtotal: 561.00
102-00-2015-0000 Mutual of Omaha PR Batch 00702.01.2024 Short Term D 01/19/2024 18906 272.26 102-00-2015-0000 Mutual of Omaha PR Batch 00702.02.2024 Short Term D 02/16/2024 18976 272.26 Vendor Subtotal: 544.52
102-00-2016-0000 PERS (Medical) PR Batch 00702.02.2024 Kaiser Perma 02/16/2024 0 57,841.97 102-00-2016-0000 PERS (Medical) PR Batch 00702.02.2024 Anthem Blue 02/16/2024 0 27,139.54 102-00-2016-0000 PERS (Medical) PR Batch 00702.02.2024 Health Net S 02/16/2024 0 2,268.47 102-00-2016-0000 PERS (Medical) PR Batch 00702.02.2024 Blue Shield T 02/16/2024 0 1,832.19 102-00-2016-0000 PERS (Medical) PR Batch 00702.02.2024 Anthem Blue 02/16/2024 0 6,897.27 102-00-2016-0000 PERS (Medical) PR Batch 00702.02.2024 SHARP 02/16/2024 0 2,166.42 102-00-2016-0000 PERS (Medical) PR Batch 00702.02.2024 Blue Shield A 02/16/2024 0 11,652.41 102-00-2016-0000 PERS (Medical) PR Batch 00702.02.2024 PERS Gold ( 02/16/2024 0 7,695.75 102-00-2016-0000 PERS (Medical) PR Batch 00702.02.2024 PERS Platinu 02/16/2024 0 34,622.97 102-00-2016-0000 PERS (Medical) PR Batch 00702.02.2024 UnitedHealth 02/16/2024 0 1,469.52 102-00-2016-0000 PERS (Medical) PR Batch 00702.02.2024 UnitedHealth 02/16/2024 0 1,652.88 102-00-2016-0000 PERS (Medical) PR Batch 00702.02.2024 Peace Office 02/16/2024 0 2,371.00 Vendor Subtotal: 157,610.39
102-00-2017-0000 Ameritas Life Insurance Corp PR Batch 00702.02.2024 Ameritas - V 02/16/2024 18937 1,777.88 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 28 PAGE 264 of 294
Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 1,777.88
102-00-2020-0000 Delta Dental of California PR Batch 00702.01.2024 Delta Dental 01/19/2024 18894 8,530.85 102-00-2020-0000 Delta Dental of California Adjustment Premium Feb 2024 02/09/2024 18894 874.10 Vendor Subtotal: 9,404.95
102-00-2020-0000 Delta Dental Insurance Company Adjustment Premium Feb 2024 02/09/2024 18895 41.91 102-00-2020-0000 Delta Dental Insurance Company PR Batch 00702.01.2024 Delta Dental 01/19/2024 18895 383.85 Vendor Subtotal: 425.76
102-00-2024-2530 San Marino Firefighters Assn PR Batch 00702.02.2024 Firefighter D 02/16/2024 0 808.80 102-00-2024-2530 San Marino Firefighters Assn PR Batch 00701.03.2024 Firefighter D 03/01/2024 0 861.72 Vendor Subtotal: 1,670.52
102-00-2024-2750 San Marino City Employees Assn PR Batch 00702.02.2024 San Marino C 02/16/2024 0 420.00 102-00-2024-2750 San Marino City Employees Assn PR Batch 00701.03.2024 San Marino C 03/01/2024 0 390.00 Vendor Subtotal 810 00
102-00-2024-2850 San Marino Supervisory Employee A PR Batch 00702.02.2024 SM Supervis 02/16/2024 0 195.00 102 00 2024 2850 San Marino Supervisory Employee A ion PR Batch 00701 03 2024 SM Supervis o03/01/2024 0 210 00 Vendor Subtotal: 405.00
102 00 2024 6490 San Marino Police Officers Asn PR Batch 00702 02 2024 San Marino P 02/16/2024 0 1,043 24 102-00-2024-6490 San Marino Police Officers Asn PR Batch 00701.03.2024 San Marino P 03/01/2024 0 1,043.24 Vendor Subtotal: 2,086.48
102-00-2028-0000 LegalShield PR Batch 00701.02.2024 Prepaid Lega 02/02/2024 0 108.68 102-00-2028-0000 LegalShield PR Batch 00702.02.2024 Prepaid Lega 02/16/2024 0 65.30 102-00-2028-0000 LegalShield PR Batch 00702.02.2024 Prepaid Lega 02/16/2024 0 43.37 Vendor Subtotal: 217.35
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 29 PAGE 265 of 294
Account Number Vendor Description GL Date Check No Amount PO No 102-00-2032-0000 American Fidelity Assurance PR Batch 00701.02.2024 Dep Care/12 02/02/2024 0 312.49 102-00-2032-0000 American Fidelity Assurance PR Batch 00702.02.2024 Dep Care/12 02/16/2024 0 312.49 Vendor Subtotal: 624.98
102-00-2036-0000 American Fidelity Assurance PR Batch 00701.02.2024 Flexible Spen 02/02/2024 0 1,133.47 102-00-2036-0000 American Fidelity Assurance PR Batch 00702.02.2024 Flexible Spen 02/16/2024 0 1,133.47 Vendor Subtotal: 2,266.94
Subtotal for Fund: 102 464,164.31
103-30-2003-0000 Omar Pena Reissue Lost Training Check 12/13/21 02/09/2024 18913 19.87 Vendor Subtotal: 19.87
103-30-3319-0000 Melody L. Bui, Attorney at Law Refund-Duplicate Payment on Report 02/09/2024 18876 20.00 Vendor Subtotal: 20.00
103-30-4010-0000 Ameritas Life Insurance Corp Adjustment Premium Feb 2024 02/23/2024 18937 118.44 Vendor Subtotal: 118.44
103-30-4010-0000 CA Law Enforcement Assn Adjustment Premium Feb 2024 02/09/2024 18887 -32.00 Vendor Subtotal: -32.00
103-30-4010-0000 Delta Dental of California Adjustment Premium Feb 2024 02/09/2024 18894 148.56 Vendor Subtotal: 148.56
103-30-4010-0000 Delta Dental Insurance Company Adjustment Premium Feb 2024 02/09/2024 18895 -41.91 Vendor Subtotal: -41.91
103-30-4150-0000 All City Management Services Inc School Crossing Guard Service 1/7/24 02/09/2024 0 7,182.00 103-30-4150-0000 All City Management Services Inc School Crossing Guard Service 1/21/2 02/23/2024 0 7,980.00 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 30 PAGE 266 of 294
Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 15,162.00
103-30-4150-0000 City of Arcadia Firearms Range Fees 7/1/23-6/30/24 02/23/2024 18954 6,000.00 Vendor Subtotal: 6,000.00
103-30-4150-0000 City of Pasadena Forensics Service 7/1/23-12/31/23 02/23/2024 18956 1,172.70 103-30-4150-0000 City of Pasadena Inmate Housing Dec 2023 02/23/2024 18956 252.00 Vendor Subtotal: 1,424.70
103-30-4150-0000 Department of Justice Livescan Nov 2023 02/23/2024 18958 683.00 103-30-4150-0000 Department of Justice Livescan Dec 2023 02/23/2024 18958 681.00 103-30-4150-0000 Department of Justice Livescan Jan 2024 02/23/2024 18958 1,148.00 Vendor Subtotal: 2,512.00
103-30-4150-0000 Dr. Detail P.H,D Wash Patrol Vehicles Jan 2024 02/23/2024 18959 1,500.00 Vendor Subtotal: 1,500.00
103-30-4150-0000 Pasadena Humane Society Animal Control Service Jan 2024 02/23/2024 0 7,368.57 Vendor Subtotal: 7,368.57
103-30-4150-0000 Phoenix Group Information Systems Citations Processing Dec 2023 02/23/2024 0 1,147.31 Vendor Subtotal: 1,147.31
103-30-4150-0000 Susan Saxe-Clifford PH.D. Inc Psychological Evaluation-CCW Applic 02/09/2024 18916 400.00 103-30-4150-0000 Susan Saxe-Clifford PH.D. Inc Psychological Evaluation-CCW Applic 02/09/2024 18916 400.00 Vendor Subtotal 800 00
103-30-4150-0000 Superior Court of California County Revenue Distribution County Fees Dec 02/23/2024 18991 387.50 Vendor Subtotal 387 50
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 31 PAGE 267 of 294
Account Number Vendor Description GL Date Check No Amount PO No 103 30 4150 0000 Vital Medical Service, LLC Medical Clearance Pre/Post Booking J 02/23/2024 19001 1,380 00 Vendor Subtotal: 1,380.00
103 30 4150 0500 AT&T Mobility E Citations Writer Service Jan 2024 02/23/2024 18945 200 40 Vendor Subtotal: 200.40
103 30 4150 0500 U S Bank Apple.com-ICloud Monthly Subscripti 02/15/2024 18932 0 99 Vendor Subtotal: 0.99
103 30 4316 0000 Canon Financial Services Inc Copier Lease Jan 2024 PD 02/09/2024 18889 199 80 Vendor Subtotal: 199.80
103 30 4316 0000 CopyFree Technology Inc Copier Usage Charge 11/6/23-2/5/24-P 02/23/2024 0 219 27 103-30-4316-0000 CopyFree Technology Inc Copier Contract Base Rate Charge 2/6/ 02/23/2024 0 187.67 Vendor Subtotal: 406.94
103-30-4376-0000 Office Depot Paper, Office & Breakroom Supplies 02/09/2024 18909 602.81 103-30-4376-0000 Office Depot Breakroom Supplies 02/09/2024 18910 26.02 103-30-4376-0000 Office Depot Paper 02/09/2024 18910 349.44 Vendor Subtotal: 978.27
103-30-4376-0000 Remington Pure Drinking Water Service Feb 2024-PD 02/23/2024 18989 50.00 Vendor Subtotal: 50.00
103-30-4376-0000 U.S. Bank Amazon-Office Supplies 02/15/2024 18932 21.89 103-30-4376-0000 U.S. Bank Amazon-Office Supplies 02/15/2024 18932 10.90 103-30-4376-0000 U.S. Bank Amazon-Office Supplies 02/15/2024 18932 37.26 Vendor Subtotal: 70.05
103-30-4376-0200 U.S. Bank Domino's-Pizza for DUI Checkpoint 1 02/15/2024 18932 39.09 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 32 PAGE 268 of 294
Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 39.09
103-30-4399-0000 U.S. Bank Bestbuy-Computer Monitor (2) 02/15/2024 18932 362.78 103-30-4399-0000 U.S. Bank Bestbuy-Computer Charging Cable 02/15/2024 18932 14.30 Vendor Subtotal: 377.08
103-30-4415-0000 Adriana Archuleta Training-Mileage 2/21/24-2/23/24 02/23/2024 0 130.65 103-30-4415-0000 Adriana Archuleta Training-Commuter Lunch (3) 2/21/24 02/23/2024 0 24.00 103-30-4415-0000 Adriana Archuleta Training-Mileage 3/11/24-3/13/24 02/23/2024 0 164.15 103-30-4415-0000 Adriana Archuleta Training-Commuter Lunch (3) 3/11/24 02/23/2024 0 24.00 Vendor Subtotal: 342.80
103-30-4415-0000 Frank Calistro Training-Mileage 2/21/24-2/23/24 02/23/2024 18948 138.02 103-30-4415-0000 Frank Calistro Training-Commuter Lunch (3) 2/21/24 02/23/2024 18948 24.00 Vendor Subtotal: 162.02
103-30-4415-0000 Kevin Cordischi Training-Mileage 2/19/24-2/21/24 02/23/2024 0 54.27 103-30-4415-0000 Kevin Cordischi Training-Basic Course (3) 2/19/24-2/2 02/23/2024 0 225.00 Vendor Subtotal: 279.27
103-30-4415-0000 Nancy Elizarraras Training-Mileage 3/11/24 02/23/2024 18961 18.76 103-30-4415-0000 Nancy Elizarraras Training-Commuter Lunch 3/11/24 02/23/2024 18961 8.00 Vendor Subtotal: 26.76
103-30-4415-0000 Ernesto Lopez Training-Mileage 3/11/24 02/23/2024 18974 18.76 103-30-4415-0000 Ernesto Lopez Training-Commuter Lunch 3/11/24 02/23/2024 18974 8.00 Vendor Subtotal: 26.76
103-30-4436-0000 Robert Patrick Sanderson Background Check-Police Cadet Appli 02/23/2024 18985 1,300.00 Vendor Subtotal: 1,300.00
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 33 PAGE 269 of 294
Account Number Vendor Description GL Date Check No Amount PO No 103-30-4436-0000 U.S. Bank UPS Store-Mailing Fees for Post Pelle 02/15/2024 18932 18.98 Vendor Subtotal: 18.98
103-30-4468-0000 Brittnie Camacho Training-Per Diem Rate Lunch (1) 3/3 02/23/2024 18949 18.00 103-30-4468-0000 Brittnie Camacho Training-Mileage 3/3/24 02/23/2024 18949 43.55 Vendor Subtotal: 61.55
103-30-4468-0000 U.S. Bank CA Peace Officer-Training Sgt.Quresh 02/15/2024 18932 150.00 103-30-4468-0000 U.S. Bank CA Police Chiefs-Training Chief Incon 02/15/2024 18932 25.00 Vendor Subtotal: 175.00
103-30-4492-0003 U.S. Bank Keystone Uniform-Uniform 02/15/2024 18932 209.36 Vendor Subtotal: 209.36
103-30-4492-0004 U.S. Armor Corporation Concealable Vest-Ofc Fertig 02/09/2024 18929 877.37 Vendor Subtotal: 877.37
103-30-4500-4950 The Gas Company Gas Service Dec 2023-Jan 2024 PD 02/09/2024 18924 232.76 Vendor Subtotal: 232.76
103-30-4500-9025 AT&T Phone Service Jan-Feb 2024-PD 02/23/2024 18940 1,960.23 Vendor Subtotal: 1,960.23
103-30-4500-9025 Charter Communications Cable Internet Service 1/6/24-2/5/24-P 02/09/2024 18927 229.98 Vendor Subtotal: 229.98
103-30-4508-0000 WEX Bank Fuel 12/26/23-1/25/24-PD 02/23/2024 19002 289.96 Vendor Subtotal: 289.96
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 34 PAGE 270 of 294
Account Number Vendor Description GL Date Check No Amount PO No 103-34-4010-0000 Ameritas Life Insurance Corp Adjustment Premium Feb 2024 02/23/2024 18937 9.84 Vendor Subtotal: 9.84
103-34-4010-0000 Delta Dental of California Adjustment Premium Feb 2024 02/09/2024 18894 -48.20 Vendor Subtotal: -48.20
103-34-4010-0000 H. Wilson Insurancenter Inc Adjustment Premium Feb 2024 02/09/2024 0 -33.00 Vendor Subtotal: -33.00
103-34-4010-0000 Mutual of Omaha Adjustment Premium Feb 2024 02/09/2024 18906 33.50 Vendor Subtotal: 33.50
103-34-4150-0000 EMS QI Partners, LLC IO Training 1/23,1/25 & 1/26 02/23/2024 18962 300.00 Vendor Subtotal: 300.00
103-34-4150-0000 Herbert P Sears CO Inc Collection Agency-Paramedic Billing J 02/23/2024 18971 477.73 Vendor Subtotal: 477.73
103-34-4150-0000 Wittman Enterprises LLC Ambulance Billing Service Dec 2023 02/09/2024 0 4,802.78 Vendor Subtotal: 4,802.78
103-34-4204-0000 U.S. Bank LA Times Monthly Subscription-FD 02/15/2024 18932 16.00 Vendor Subtotal: 16.00
103-34-4206-0000 U.S. Bank Ralphs-Oven Cleaner 02/15/2024 18932 24.87 103-34-4206-0000 U.S. Bank Home Depot-Door Hinge 02/15/2024 18932 34.08 103-34-4206-0000 U.S. Bank Restaurant Depot-Dishes for Kitchen 02/15/2024 18932 253.67 103-34-4206-0000 U.S. Bank Amazon-Station Maintenance Supplies 02/15/2024 18932 32.78 103 34 4206 0000 U S Bank Amazon-Station Maintenance Supplies 02/15/2024 18932 52 88 103-34-4206-0000 U.S. Bank Smart & Final -Cleaning Supplies 02/15/2024 18932 30.85 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 35 PAGE 271 of 294
Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 429.13
103-34-4316-0000 Canon Financial Services Inc Copier Lease Jan 2024-FD 02/09/2024 18889 124.83 Vendor Subtotal: 124.83
103-34-4316-0000 CopyFree Technology Inc Copier Usage Charge 10/22/23-1/21/24 02/09/2024 0 82.85 103-34-4316-0000 CopyFree Technology Inc Copier Contract Base Rate Charge 1/22 02/09/2024 0 23.70 Vendor Subtotal: 106.55
103-34-4316-0000 Turnout Maintenance Co LLC Turnout Maintenance 02/09/2024 18928 161.00 103-34-4316-0000 Turnout Maintenance Co LLC Turnout Maintenance 02/09/2024 18928 62.00 103-34-4316-0000 Turnout Maintenance Co LLC Turnout Maintenance 02/23/2024 18998 65.70 Vendor Subtotal: 288.70
103-34-4376-0000 Bound Tree Medical, LLC Ambulance Supplies 02/09/2024 18885 133.99 Vendor Subtotal: 133.99
103-34-4376-0000 Life-Assist Inc Ambulance Supplies 02/09/2024 0 508.65 103-34-4376-0000 Life-Assist Inc Ambulance Supplies 02/09/2024 0 1,284.34 103-34-4376-0000 Life-Assist Inc Ambulance Supplies 02/23/2024 0 624.04 103-34-4376-0000 Life-Assist Inc Ambulance Supplies 02/23/2024 0 469.36 Vendor Subtotal: 2,886.39
103-34-4376-0000 Linde Gas & Equipment In Oxygen 02/09/2024 18904 418.41 103-34-4376-0000 Linde Gas & Equipment In Oxygen 02/09/2024 18904 125.61 Vendor Subtotal: 544.02
103-34-4376-0000 Office Depot Office Supplies 02/09/2024 18909 8.34 103-34-4376-0000 Office Depot Office Supplies 02/09/2024 18909 49.78 Vendor Subtotal: 58.12
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 36 PAGE 272 of 294
Account Number Vendor Description GL Date Check No Amount PO No 103-34-4376-0000 Teleflex LLC Ambulance Supplies 02/09/2024 18923 173.75 Vendor Subtotal: 173.75
103-34-4376-0000 U.S. Bank Vons-Candy Canes for Santa Parade 02/15/2024 18932 6.67 103-34-4376-0000 U.S. Bank Vons-Candy Canes for Santa Parade 02/15/2024 18932 139.91 103-34-4376-0000 U.S. Bank Amazon-Clipboards 02/15/2024 18932 31.00 Vendor Subtotal: 177.58
103-34-4376-0000 Zoll Medical Corporation Ambulance Supplies 02/09/2024 0 588.02 103-34-4376-0000 Zoll Medical Corporation Ambulance Supplies 02/23/2024 0 536.94 Vendor Subtotal: 1,124.96
103-34-4396-0000 U.S. Bank CCAI-Arson Membership T.Chow 02/15/2024 18932 285.00 103-34-4396-0000 U.S. Bank Rotary- Quarter Membership Chief Ru 02/15/2024 18932 305 00 103-34-4396-0000 U.S. Bank Nat Assoc of Fire Investigator-Membe 02/15/2024 18932 165.00 Vendor Subtotal: 755.00
103-34-4399-0000 U.S. Bank Amazon-Dewalt Chargers (2) for RA 9 02/15/2024 18932 543.12 Vendor Subtotal: 543.12
103-34-4436-0000 Allstar Fire Equipment Inc Uniform & Equipment- New Firefighte 02/09/2024 18880 1,686.00 Vendor Subtotal: 1,686.00
103-34-4436-0000 Susan Saxe-Clifford PH.D. Inc Psychological Evaluation-Firefighter A 02/09/2024 18916 400.00 Vendor Subtotal: 400.00
103-34-4452-0000 U.S. Bank Ace Hardware-Wet/Dry Vac 02/15/2024 18932 167.57 Vendor Subtotal: 167.57
103-34-4468-0000 U.S. Bank Emergency Medical Service-Paramedi 02/15/2024 18932 250.00 103-34-4468-0000 U.S. Bank CCAI-Arson Training-T.Chow 02/15/2024 18932 600.00 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 37 PAGE 273 of 294
Account Number Vendor Description GL Date Check No Amount PO No 103-34-4468-0000 U.S. Bank EMSP-Paramedic License S.Stewart 02/15/2024 18932 300.00 103-34-4468-0000 U.S. Bank Preventing Training-Credit 02/15/2024 18932 -1,025.00 Vendor Subtotal: 125.00
103-34-4492-0004 Allstar Fire Equipment Inc Helmet 02/23/2024 18935 390.95 Vendor Subtotal: 390.95
103-34-4492-0004 Municipal Emergency Service Inc. Turnout Suspenders (8) 02/23/2024 18975 628.35 Vendor Subtotal: 628.35
103-34-4500-9025 AT&T Phone Service Dec 2023-Jan 2024-FD 02/09/2024 18883 64.92 103-34-4500-9025 AT&T Phone Service Jan-Feb 2024-FD 02/23/2024 18940 1,661.40 Vendor Subtotal: 1,726.32
103-34-4500-9025 AT&T City Hall Compound Internet Service-F 02/23/2024 18941 183.55 Vendor Subtotal: 183.55
103-34-4500-9025 AT&T Long Distance Long Distance Phone Service Feb 202 02/23/2024 18942 46.73 Vendor Subtotal: 46.73
103-34-4500-9025 U.S. Bank Ringcentral-Fax Line FD 02/15/2024 18932 24.23 Vendor Subtotal: 24.23
103-34-4500-9025 Verizon Wireless Mobile Computer Service 12/24/23-1/2 02/23/2024 19000 296.68 Vendor Subtotal: 296.68
103-34-4508-0000 Hose-Man Inc Hoses for E91 02/09/2024 18898 309.10 Vendor Subtotal: 309.10
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 38 PAGE 274 of 294
Account Number Vendor Description GL Date Check No Amount PO No 103-34-4508-0000 U.S. Bank Napa Store-Hose for E91 02/15/2024 18932 67.45 103-34-4508-0000 U.S. Bank Amazon-Truck Washing Supplies 02/15/2024 18932 78.34 103-34-4508-0000 U.S. Bank Napa Store- E91 Repair Supplies 02/15/2024 18932 290.31 Vendor Subtotal: 436.10
Subtotal for Fund: 103 65,755.83
204-64-4150-0000 Harris Hsuan-Wei Peng Photo Booth- Happy Hour 3/6/24 02/23/2024 18963 399.00 Vendor Subtotal: 399.00
Subtotal for Fund: 204 399.00
207-11-4208-8140 San Marino School District 1st Installment-SMUSD Prop A Transp 02/09/2024 18921 44,689.80 Vendor Subtotal: 44,689.80
207-64-4208-0000 Gold Coast Tours Prop A Senior Trip 2/24/24 02/23/2024 18967 1,250.00 Vendor Subtotal: 1,250.00
Subtotal for Fund: 207 45,939.80
212-50-4613-0000 La Verne Power Equipment Inc Electric Motor Chainsaw 02/09/2024 0 794.24 Vendor Subtotal: 794.24
Subtotal for Fund: 212 794.24
239-50-4376-0000 Whittier Fertilizer 40 Yard Mulch Container 02/09/2024 18931 1,160.70 000001094 Vendor Subtotal: 1,160.70
Subtotal for Fund: 239 1,160.70
246-46-4600-8025 San Gabriel Valley Council of Gover Rio Hondo Load Reduction Strategy 02/09/2024 18918 2,856.81 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 39 PAGE 275 of 294
Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 2,856.81
Subtotal for Fund: 246 2,856.81
281-50-4399-0000 U.S. Bank Picnic Furniture-Memorial Bench Lacy 02/15/2024 18932 979.03 Vendor Subtotal: 979.03
281-91-4150-2575 The Sauce Creative Service Corp Library Open House Invitation Design 02/09/2024 18925 85.00 Vendor Subtotal: 85.00
281-91-4150-2575 Fabio Zini Performer 3/24/24 02/23/2024 19003 350.00 Vendor Subtotal: 350.00
281-91-4370-2575 Brodart Co Books 02/09/2024 0 31.55
Vendor Subtotal: 31.55
281-91-4370-2575 Ingram Library Services Books 02/09/2024 0 137.07 281-91-4370-2575 Ingram Library Services Books 02/09/2024 0 30.35 281-91-4370-2575 Ingram Library Services Books 02/23/2024 0 73.76 281-91-4370-2575 Ingram Library Services Books 02/23/2024 0 701.03 281-91-4370-2575 Ingram Library Services Books 02/23/2024 0 44.47 Vendor Subtotal: 986.68
281-91-4376-2575 U.S. Bank Amazon-Bookmark Program Supplies 02/15/2024 18932 27.36 281-91-4376-2575 U.S. Bank Peraza Design-Open House Supplies 02/15/2024 18932 80.23 281-91-4376-2575 U.S. Bank American Button-Open House Supplie 02/15/2024 18932 117.33 281-91-4376-2575 U.S. Bank Vina Engraving-Open House Plaque 02/15/2024 18932 220.50 Vendor Subtotal: 445.42
281-92-4150-2575 Dave Boatman Drawing Program 2/17/24 02/23/2024 18946 125.00 AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 40 PAGE 276 of 294
Account Number Vendor Description GL Date Check No Amount PO No Vendor Subtotal: 125.00
281-92-4376-2575 U.S. Bank Amazon-Caldecott Prediction Party Su 02/15/2024 18932 124.40 281-92-4376-2575 U.S. Bank Target-Caldecott Prediction Party Supp 02/15/2024 18932 -16.13 281-92-4376-2575 U.S. Bank Target-Credit 02/15/2024 18932 -0.10 281-92-4376-2575 U.S. Bank Target-Children's Program Supplies 02/15/2024 18932 14.37 281-92-4376-2575 U.S. Bank Amazon-Open House Supplies 02/15/2024 18932 13.13 281-92-4376-2575 U.S. Bank Amazon-Children Program Supplies 02/15/2024 18932 77.63 281-92-4376-2575 U.S. Bank Michaels-Noon Year Eve Program Sup 02/15/2024 18932 24.82 281-92-4376-2575 U.S. Bank Target-Noon Year Eve Program Suppli 02/15/2024 18932 259.75 281-92-4376-2575 U.S. Bank Amazon-Open House Supplies 02/15/2024 18932 134.03 281-92-4376-2575 U.S. Bank Amazon-Open House Supplies 02/15/2024 18932 94.77 281-92-4376-2575 U.S. Bank Target-Noon Eve Program Supplies 02/15/2024 18932 17.62 281-92-4376-2575 U.S. Bank Amazon-Open House Supplies 02/15/2024 18932 168.71 281-92-4376-2575 U.S. Bank Amazon-Open House Decor 02/15/2024 18932 268.37 281-92-4376-2575 U.S. Bank Amazon-Caldecott Prediction Party Su 02/15/2024 18932 66.39 281-92-4376-2575 U.S. Bank Amazon- Noon Year Eve Program Sup 02/15/2024 18932 164.63 281-92-4376-2575 U.S. Bank Amazon-Open House Supplies 02/15/2024 18932 210.93 281-92-4376-2575 U.S. Bank Target-Credit 02/15/2024 18932 -3.98 281-92-4376-2575 U.S. Bank Amazon-Noon Year Eve Program Supp 02/15/2024 18932 82.96 281-92-4376-2575 U.S. Bank Target -Caldecott Prediction Party Sup 02/15/2024 18932 -0.30 281-92-4376-2575 U.S. Bank Amazon- Noon Year Eve Program Sup 02/15/2024 18932 101.68 281-92-4376-2575 U.S. Bank Target-Noon Year Eve Program Suppli 02/15/2024 18932 28.37 Vendor Subtotal: 1,832.05
Subtotal for Fund: 281 4,834.73
394-40-4600-1000 Corporate Business Interiors Inc SMCC Furnishings-Office & Fireside 02/09/2024 18890 9,816.00 000001111 Vendor Subtotal: 9,816.00
394-40-4600-1000 Crane Architectural Group Audio Visual Consultant-SMCC Projec 02/23/2024 18957 500.00 Vendor Subtotal: 500.00
394-40-4600-1000 Griffin Structures Inc Construction Management Service SM 02/23/2024 0 3,209.28 000001030 Vendor Subtotal: 3,209.28
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 41 PAGE 277 of 294
Account Number Vendor Description GL Date Check No Amount PO No 394 40 4600 1000 U S Bank Apple.com- Apple TV Device for SMC k 02/15/2024 18932 160 55 394-40-4600-1000 U.S. Bank Bunn-O-Matic-Coffee Pots for SMCC 02/15/2024 18932 181.69 Vendor Subtotal: 342.24
394-44-4600-8020 U.S. Bank Sky Blueprint-Lift Station Plans Print 02/15/2024 18932 114.66 Vendor Subtotal: 114.66
394-44-4600-8022 Ardurra Group Inc Sewer Lift Station Plan Review April 2 02/23/2024 18939 1,680.00 Vendor Subtotal: 1,680.00
394-46-4600-8024 Dudek Lacy Park Box Culvert Replacement 1 02/09/2024 0 15,475.00 Vendor Subtotal: 15,475.00
394-48-4600-9271 Nichols Consulting Engineers Street Rehab Design Service 8/12/23-1 02/23/2024 18978 20,021.25 Vendor Subtotal: 20,021.25
394-50-4600-7041 Imperial Sprinkler Supply Inc Upgrades to Lacy Park Irrigation Cont 02/09/2024 18901 43,594.91 000001107 Vendor Subtotal: 43,594.91
Subtotal for Fund: 394 94,753.34
595-10-4150-0000 AdminSure Inc Workers' Comp Claims Admin Feb 202 02/09/2024 0 1,980.00 Vendor Subtotal: 1,980.00
595-34-4015-0001 U.S. Bank Fedex- Workers' Comp Correspondenc 02/15/2024 18932 54.67 595-34-4015-0001 U.S. Bank Fedex- Workers' Comp Correspondenc 02/15/2024 18932 54.67 Vendor Subtotal: 109.34
Subtotal for Fund: 595 2,089.34
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 42 PAGE 278 of 294
Account Number Vendor Description GL Date Check No Amount PO No 609-00-2002-0000 Metro Water Domestic Water Dec 2023 02/09/2024 0 33,037.83 Vendor Subtotal: 33,037.83
609-00-2045-0000 Fary Yassamy Refund Business License 02/23/2024 18933 4.00 Vendor Subtotal: 4.00
609-00-2048-2575 Friends of Crowell Public Lib Credit Card Sales Friends Bookstore Ja 02/23/2024 18965 973.35 Vendor Subtotal: 973.35
Subtotal for Fund: 609 34,015.18
Report Total: 1,076,870.97
AP-Transactions by Account (02/28/2024 - 1:17 PM) Page 43 PAGE 279 of 294
TO: Mayor and City Council
FROM: Philippe Eskandar, City Manager
BY: Alison Walker, City Clerk
DATE: March 13, 2024
SUBJECT: APPROVAL OF MINUTES
STRATEGIC PLAN CRITICAL SUCCESS FACTORS
Engaged and Connected Residents
Efficient, Responsive, and Effective City Services
Fiscally Responsible and Transparent City Government
BACKGROUND
The City Council of the City of San Marino, at a regular meeting held on Wednesday, April 9, 2014, approved the action minute format for City Council and all advisory body meetings. An exception was made for the Library Board of Trustees to have summary minutes at the September 9, 2020 Council meeting, however the Library Board of Trustees moved back to action minutes after approval at the July 13, 2022 Council meeting.
DISCUSSION
Attached for Council consideration are the following City Council minutes:
Special meeting of February 14, 2024; and
Regular meeting of February 14, 2024; and
Joint City Council and Library Board of Trustees meeting of February 23, 2024; and
Adjourned regular meeting of February 23, 2024; and
Special meeting of February 23, 2024.
FISCAL IMPACT & PROCUREMENT REVIEW
None.
Steven W. Huang, DDS, Mayor
Gretchen Shepherd Romey, Vice Mayor
Tony Chou, Council Member
Calvin Lo, Council Member
Steve Talt, Council Member
PAGE 280 of 294
LEGAL REVIEW
The City Attorney's office has reviewed and approved as to form.
RECOMMENDATION
Staff recommends the Council approve the February 2024 minutes. If the City Council concurs with staff’s recommendation, an appropriate motion would be:
“I move to approve the minutes of the special meeting of February 14, 2024, the regular meeting of February 14, 2024, the joint meeting with the Library Board of Trustees of February 23, 2024, the adjourned regular meeting of February 23, 2024, and the special meeting of February 23, 2024.”
ATTACHMENTS
1. Minutes of February 14, 2024 - Special Meeting
2. Minutes of February 14, 2024 - Regular Meeting
3. Minutes of February 23, 2024 - Joint Library Board of Trustees Meeting
4. Minutes of February 23, 2024 - Adjourned Regular Meeting
5. Minutes of February 23, 2024 - Special Meeting
PAGE 281 of 294
MINUTES
SPECIAL MEETING
OF THE SAN MARINO CITY COUNCIL
WEDNESDAY, FEBRUARY 14, 2024, AT 5:15 PM
EMERGENCY OPERATIONS CENTER
AND
NO. 56, PINGDING RD., UNIT 56-7, 11TH FLOOR
TAMSUI DISTRICT, NEW TAIPEI CITY, TAIWAN 251
CALL TO ORDER
Vice Mayor Shepherd Romey called the meeting to order at 5:17 p.m., in the City Hall Emergency Operations Center (EOC), located at 2200 Huntington Drive, San Marino, CA 91108.
ROLL CALL: PRESENT: Vice Mayor Shepherd Romey, Council Member Chou, Council Member Lo, Council Member Talt
ABSENT: Mayor Huang
PUBLIC COMMENTS
The following person(s) provided comment:
- None
CLOSED SESSION
At 5:18 p.m. the City Council recessed to closed session to discuss the following item:
1. CONFERENCE WITH LEGAL COUNSEL – EXISTING LITIGATION
GOVERNMENT CODE 54956.9 (D)(1)
The City Council is meeting with respect to two (2) matters of existing litigation against the City.
Case name:
John Incontro v. City of San Marino
WCAB Case No.: ADJ12473128
Case name:
Muhlrad v. City of San Marino
US District Court Central District of California Case No.:
2:21-cv-05491-JAK-JPR
RECONVENE TO OPEN SESSION
At 5:56 p.m. the City Council reconvened to open session.
PAGE 282 of 294
CITY COUNCIL MINUTES REGULAR MEETING
WEDNESDAY, FEBRUARY 14, 2024 PAGE 2 OF 2
CLOSED SESSION REPORT
The City Council met on Item 1 and there was no reportable action.
ADJOURNMENT
At 5:57 p.m., Vice Mayor Shepherd Romey adjourned the special meeting.
ALISON WALKER
CITY CLERK
PAGE 283 of 294
MINUTES
REGULAR MEETING
OF THE SAN MARINO CITY COUNCIL
WEDNESDAY, FEBRUARY 14, 2024, AT 6:00 PM
CITY HALL COUNCIL CHAMBERS
AND
NO. 56, PINGDING RD., UNIT 56-7, 11TH FLOOR
TAMSUI DISTRICT, NEW TAIPEI CITY, TAIWAN 251
CALL TO ORDER
Vice Mayor Shepherd Romey called the regular meeting to order at 6:09 p.m., in the City Hall Council Chambers, located at 2200 Huntington Drive, San Marino, California 91108.
PLEDGE OF ALLEGIANCE
The Pledge of Allegiance was led by Vice Mayor Shepherd Romey.
ROLL CALL: PRESENT: Council Member Lo, Council Member Chou, Council Member Talt, Vice Mayor Shepherd Romey
ABSENT: Mayor Huang
PUBLIC COMMENTS
The following person(s) provided comment:
- Shirley Jagels
CITY MANAGER'S REPORT
City Manager Eskandar gave the report.
PRESENTATION
PRESENTATION OF CERTIFICATES TO SAN MARINO PUBLIC LIBRARY
FOUNDATION BOOKMARK CONTEST WINNERS
Vice Mayor Shepherd Romey and Library Foundation President Su Viswanathan presented certificates to the San Marino Library Foundation Bookmark Contest Winners.
PUBLIC HEARINGS
1. CONSIDERATION OF AN APPEAL OF THE PLANNING COMMISSION’S DECISION TO APPROVE DESIGN REVIEW CASE NOS. 21-25 & 21-73 AT 1408 WILSON AVENUE FOR A FIRST AND SECOND STORY 418 SQUAREFOOT ADDITION (SIGO GROUP MANAGEMENT, LLC) PAGE 284 of 294
CITY COUNCIL MINUTES REGULAR MEETING
WEDNESDAY, FEBRUARY 14, 2024 PAGE 2 OF 4
Council Member Chou recused himself from this item since he was on the Design Review Committee when this project was originally presented.
Community Development Director Figueroa presented the staff report.
Vice Mayor Shepherd Romey opened the item for comments from the appellants and applicant.
The following person(s) spoke:
- Shirley Jagels, Appellant
- Brandon Cheng, Appellant
- Brandon Cheng read aloud a letter on behalf of Beatrice and Kenneth Li, Appellants
- Dr. Stephen Goei, Applicant
The following person(s) provided public comment:
- None
Moved by Vice Mayor Shepherd Romey, and seconded by Council Member Lo to instruct the City Clerk to set the matter for hearing within seventy-five (75) days before itself, unless the applicant and all appellants consent to a later date. At such hearing, it shall hear and decide the case de novo. Such hearing shall be conducted in the manner and with the notice prescribed by the San Marino Municipal Code for the Planning Commission.
Motion passed by the following vote:
AYES: Council Member Lo, Council Member Talt, Vice Mayor Shepherd Romey
NAYS: None
ABSTAIN: None
ABSENT: Council Member Chou, Mayor Huang
NEW BUSINESS
2. RECEIVE AND FILE THE REVISED CITYWIDE TRAFFIC CIRCULATION
STUDY PREPARED BY ITERIS AND THE TRAFFIC TASK FORCE REPORT,
AND AUTHORIZE STAFF TO BEGIN FURTHER REVIEW AND ANALYSIS OF
POTENTIAL INTERSECTION IMPROVEMENTS AT SAN MARINO
AVENUE/HUNTINGTON DRIVE, LOS ROBLES AVENUE/MISSION STREET
AND SIERRA MADRE BOULEVARD/ROBLES AVENUE AND BEGIN
IMPLEMENTATION OF THE “QUICK FIX” CONSIDERATIONS FOR TRAFFIC SAFETY IMPROVEMENT CITYWIDE.
Parks and Public Works Director/City Engineer Shah presented the staff report The following person(s) provided comment:
- Al Boegh
PAGE 285 of 294
CITY COUNCIL MINUTES REGULAR MEETING
WEDNESDAY, FEBRUARY 14, 2024 PAGE 3 OF 4
Council Member Talt moved, seconded by Council Member Chou to 1) receive and file the Revised Citywide Traffic Circulation Study, dated April 25, 2023, prepared by Iteris, and the Traffic Task Force report, and 2) authorize staff to begin further review and analysis of potential intersection improvements at San Marino Avenue/Huntington Drive, Los Robles Avenue/Mission Street, and Sierra Madre Boulevard/Robles Avenue, and begin implementation of the “quick fix” considerations for the improvement of traffic safety citywide.
Motion passed by the following vote:
AYES: Council Member Chou, Council Member Lo, Council Member Talt NAYS: Vice Mayor Shepherd Romey
ABSTAIN: None
ABSENT: Mayor Huang
CONSENT CALENDAR
The following person(s) provided comment:
- None
Council Member Talt moved, seconded by Council Member Lo, to approve Items 3 through 6 of the consent calendar.
Motion passed by the following vote:
AYES: Council Member Chou, Council Member Lo, Council
Member Talt, Vice Mayor Shepherd Romey
NOES: None
ABSTAIN: None
ABSENT: Mayor Huang
3. REJECTION OF ALL BIDS FOR THE STREETLIGHT REPLACEMENT PROGRAM PROJECT NO. 23-9274
The City Council rejected all bids for the Streetlight Replacement Program Project No. 23-9274.
4. RECEIVE AND FILE MONTHLY DISBURSEMENTS REPORT FOR JANUARY 2024
The City Council received and filed the Monthly Disbursement Report for the Month of January 2024.
5. CASH AND INVESTMENT REPORT FOR THE MONTH OF DECEMBER 2023 The City Council received and filed the Cash and Investment Report for the Month of December 2023.
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CITY COUNCIL MINUTES REGULAR MEETING
WEDNESDAY, FEBRUARY 14, 2024 PAGE 4 OF 4
6. APPROVAL OF MINUTES
The City Council approved the minutes of the regular meeting of January 10, 2024, the adjourned regular meeting of January 26, 2024, and the special meeting of January 26, 2024.
WRITTEN COMMUNICATIONS OR PUBLIC WRITINGS DISTRIBUTION
The following person(s) provided written communications or public writings:
- Eileen Hale
PUBLIC COMMENTS
The following person(s) provided comment:
- None
FUTURE AGENDA ITEMS
The following item(s) were requested:
- None
ADJOURNMENT
At 8:05 p.m., Vice Mayor Shepherd Romey adjourned the meeting to Friday, February 23, at 9:30 a.m., at the Barth Room in Crowell Public Library.
ALISON WALKER
CITY CLERK
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MINUTES
SPECIAL JOINT MEETING
OF THE SAN MARINO CITY COUNCIL
AND LIBRARY BOARD OF TRUSTEES
FRIDAY, FEBRUARY 23, 2024, AT 8:30 AM
BARTH ROOM AT CROWELL PUBLIC LIBRARY
AND
NO. 56, PINGDING RD., UNIT 56-7, 11TH FLOOR
TAMSUI DISTRICT, NEW TAIPEI CITY, TAIWAN 251
CALL TO ORDER
Mayor Huang called the regular meeting to order at 8:30 a.m., in the Barth Room at Crowell Public Library, located at 1890 Huntington Drive, San Marino, California 91108.
PLEDGE OF ALLEGIANCE
The Pledge of Allegiance was led by Mayor Huang.
ROLL CALL: PRESENT: Mayor Huang, Vice Mayor Shepherd Romey, Council Member Chou, Council Member Lo, Council
Member Talt
ABSENT: None
LIBRARY
BOARD OF
TRUSTEES
ROLL CALL:
PRESENT: Trustee Chien, Trustee Derry, Trustee
Osegueda, Vice Chair Sadun, Chair Domier
ABSENT: Alternate Wahl, Alternate Wu
PUBLIC COMMENTS
The following person(s) provided comment:
- None
NEW BUSINESS
1. GENERAL DISCUSSION BETWEEN THE LIBRARY BOARD OF TRUSTEES AND CITY COUNCIL.
1. Consideration of adjusting library evening hours.
a. The Library is currently open 62 hours a week, which is 10 hours above the average for the San Gabriel Valley. This is partly due PAGE 288 of 294
JOINT CITY COUNCIL MINUTES REGULAR MEETING
FRIDAY, FEBRUARY 23, 2024 PAGE 2 OF 2
to closing at 9 PM Monday through Thursday whereas most other neighboring libraries close at 8 PM. Of the (9) SGV libraries assessed, only two others are open until 9 PM.
b. Historically during the last operating hour (from 8 PM – 9 PM), the four to five staff members scheduled are rarely asked reference questions, nor do they assist patrons with managing their library accounts. The average number of patrons in the building during this last operating hour is 12, and they are predominantly utilizing the City’s free Wi-Fi service.
2. Consideration of expanding the City’s video security system exploration project to include the entirety of the Community Services Campus, including library facilities (Limited Inside/Outside). a. A video surveillance system is intended to: promote the safety and security of the public, staff, and facilities; support enforcement of the Library’s rules of conduct; discourage inappropriate and illegal behavior; and aid in the apprehension and prosecution of offenders.
3. Consideration of developing a long-term maintenance plan for the library.
The City Council and Library Board of Trustees discussed topics relating to the Crowell Public Library. On Item 1, the City Council gave direction to staff to move forward with adjusting the Library’s hours of operation as presented. On Item 2, the City Council gave direction to staff to move forward on the security camera project as quickly as possible. On Item 3, the City Council was supportive of staff including future capital program funding for Library building maintenance to be considered as part of the annual budget process.
ADJOURNMENT
At 9:15 a.m., Mayor Huang adjourned the meeting.
ALISON WALKER
CITY CLERK
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MINUTES
ADJOURNED REGULAR MEETING
OF THE SAN MARINO CITY COUNCIL
FRIDAY, FEBRUARY 23, 2024, AT 9:30 AM
BARTH ROOM AT CROWELL PUBLIC LIBRARY
AND
NO. 56, PINGDING RD., UNIT 56-7, 11TH FLOOR
TAMSUI DISTRICT, NEW TAIPEI CITY, TAIWAN 251
CALL TO ORDER
Mayor Huang called the adjourned regular meeting to order at 9:30 a.m., in the Barth Room at Crowell Public Library, located at 1890 Huntington Drive, San Marino, California 91108.
PLEDGE OF ALLEGIANCE
The Pledge of Allegiance was led by Mayor Huang.
ROLL CALL: PRESENT: Mayor Huang, Vice Mayor Shepherd Romey, Council Member Chou, Council Member Lo, Council
Member Talt
ABSENT: None
PUBLIC COMMENTS
The following person(s) provided comment:
- Su Viswanathan
PUBLIC HEARINGS
PUBLIC HEARINGS
1. PUBLIC HEARING TO CONSIDER ADOPTION OF ORDINANCE NO. O-23- 1411 (FIRST READING) AMENDING MUNICIPAL CODE SECTIONS
23.01.01 AND 23.02.25 TO IMPLEMENT STATE LAW REGARDING
ACCESSORY DWELLING UNITS
Community Development Director Figueroa presented the staff report.
The following person(s) provided comment:
- None
Council Member Talt moved, seconded by Council Member Chou, to waive full reading and introduce by title one Ordinance No. O-24-1411, an Ordinance of the San Marino City Council amending Municipal Code Sections 23.01.01 and
23.02.25 to implement State law regarding accessory dwelling units, including modifications to the Ordinance that were recommended by City Council.
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CITY COUNCIL MINUTES REGULAR MEETING
FRIDAY, FEBRUARY 23, 2024 PAGE 2 OF 3
Motion passed by the following vote:
AYES: Council Member Chou, Council Member Lo, Council Member Talt, Vice Mayor Shepherd Romey, Mayor Huang
NOES: None
ABSTAIN: None
ABSENT: None
NEW BUSINESS
2. FISCAL YEAR 2023-24 MID-YEAR FINANCIAL REVIEW, UPDATED FIVEYEAR FINANCIAL FORECAST AND LONG-TERM FINANCIAL
PROJECTIONS, AND APPROVAL OF BUDGET AMENDMENTS
Interim Finance Director Shea presented the staff report.
The following person(s) provided comment:
- None
Vice Mayor Shepherd Romey moved, seconded by Council Member Talt, to receive and file the FY 2023-24 Mid-Year Financial Review, Updated Five-Year Financial Forecast, and Long-Term Financial Projections, approve a transfer of $2,000,000 to the Capital Projects Fund and $500,000 to the City’s Pension Section 115 Trust from General Fund Reserves and approve the budget amendments as noted in the staff report.
Motion passed by the following vote:
AYES: Council Member Chou, Council Member Lo, Council Member Talt, Vice Mayor Shepherd Romey, Mayor Huang
NOES: None
ABSTAIN: None
ABSENT: None
CONSENT CALENDAR
The following person(s) provided comment:
- None
Council Member Talt moved, seconded by Council Member Chou, to approve Items 3 through 4 of the consent calendar.
Motion passed by the following vote:
AYES: Council Member Chou, Council Member Lo, Council Member Talt, Vice Mayor Shepherd Romey, Mayor Huang
NOES: None
ABSTAIN: None
ABSENT: None
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CITY COUNCIL MINUTES REGULAR MEETING
FRIDAY, FEBRUARY 23, 2024 PAGE 3 OF 3
3. RECEIVE AND FILE FINANCIAL REPORT FOR SECOND QUARTER (OCTOBER 2023 THROUGH DECEMBER 2023)
The City Council received and filed the financial report reflecting the City’s revenues and expenditures as of December 31, 2023.
4. AUTHORIZATION TO DISPOSE OF SURPLUS PROPERTY BY PUBLIC AUCTION PER MUNICIPAL CODE SECTION 2.06.06
The City Council approved the disposal of surplus vehicles and equipment as listed in the staff report via public auction, pursuant to Municipal Code Section
2.06.06. WRITTEN COMMUNICATIONS OR PUBLIC WRITINGS DISTRIBUTION The following person(s) provided written communications or public writings:
- None
FUTURE AGENDA ITEMS
The following item(s) were requested:
- Joint use facilities agreement with the San Marino Unified School District.
ADJOURNMENT
At 10:31 a.m., Mayor Huang adjourned the meeting in memory of Bill Irving.
ALISON WALKER
CITY CLERK
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MINUTES
SPECIAL MEETING
OF THE SAN MARINO CITY COUNCIL
FRIDAY, FEBRUARY 23, 2024, AT 10:30 AM
THORNTON ROOM AT CROWELL PUBLIC LIBRARY
AND
NO. 56, PINGDING RD., UNIT 56-7, 11TH FLOOR
TAMSUI DISTRICT, NEW TAIPEI CITY, TAIWAN 251
CALL TO ORDER
Mayor Huang called the special meeting to order at 10:37 a.m., in the Thornton Conference Room at Crowell Public Library, located at 1890 Huntington Drive, San Marino, California 91108.
ROLL CALL: PRESENT: Council Member Chou, Council Member Lo, Council Member Talt, Vice Mayor Shepherd Romey, Mayor Huang
ABSENT: None
PUBLIC COMMENTS
The following person(s) provided comment:
- None
CLOSED SESSION
At 10:38 a.m. the City Council recessed to closed session to discuss the following items:
1. CONFERENCE WITH LEGAL COUNSEL – ANTICIPATED LITIGATION GOVERNMENT CODE 54956.9 (D)(2)
The City Council is meeting with respect to one (1) matter of significant exposure to litigation against the City.
2. CONFERENCE WITH LABOR NEGOTIATORS
GOVERNMENT CODE SECTION 54957.6
City Negotiator(s):
Human Resources Director Guerrero
City Manager Eskandar
Employee Organization(s):
San Marino Police Officers’ Association
San Marino Firefighters’ Association
San Marino City Employees’ Association
Unrepresented Employees
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CITY COUNCIL MINUTES REGULAR MEETING
FRIDAY, FEBRUARY 23, 2024 PAGE 2 OF 2
At 11:20 a.m., Council Member Talt and Council Member Chou left the meeting.
RECONVENE TO OPEN SESSION
At 11:51 a.m., the City Council reconvened to open session.
CLOSED SESSION REPORT
The City Council met on Items 1 through 2 and there was no reportable action.
ADJOURNMENT
At 11:52 a.m., Mayor Huang adjourned the special meeting.
ALISON WALKER
CITY CLERK
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