Agenda packet — San Marino City Council, May 30, 2025 (part 2 of 2)

The Department owns several dozen small engine tools under 50 hp used for trimming, blowing, trenching, sweeping, concrete cutting, pressure washing, compacting, limb sawing and concrete mixing. This program budgets for several small engines to be replaced every two years as they wear out. In October 2023, the State of California passed AB 1346, which barred the sale of gas-powered lawn and landscape equipment beginning in 2024. In order to ensure compliance with the new State mandate, Public Works will begin transitioning its small engine tools to electric. This transition will provide the added benefit of noise and pollution reduction as gas-powered equipment is phased out. $ 10,000
$ 10,000
$ 500
$ 10,000
$ 10,500
$ 500
FY 24-25
The small engines on the various tools may require routine maintenance over the course of a fiscal year. This should generally not amount to more than $500
431
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CITY OF SAN MARINO
FY 202-202CAPITAL BUDGET REQUEST
Capital Request Name:

Capital Request
Description (Summary):

Location:

Proposing Department Contact Person Expense Type
Estimated Total
Cost
Capital Request
Labor Source
Multi-Year Funding Cycle
FY

FY

FY

FY

FY
202/202

Citywide
Public Works Amber Shah Capital Equipment
$ 50,000
New Request
City Employees
$ 50,000 $ 0 $ 55,000 $ 0 $ 0 $ 115,000
AQMD $ 43,000 AQMD AQMD $ 55,000 AQMD AQMD AQMD $ 98,000 $ 0
CE $ 7,000 CE CE CE CE CE $ 7,000
$ 0
$ 0

COMPLETE
432
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CITY OF SAN MARINO
FY 202-202 CAPITAL BUDGET REQUEST
Request Description and Justification
(Provide a description of your request that includes a justification describing the benefit of the expenditure to the department/City) Financial Summary Section
Estimated Costs Amount Funding Source(s) Amount
Acquisition Capital Construction (394)
Plans/Specs/Engineering Capital Equipment (591)
Construction Donations (281)
Contingencies General Fund (101)
General Fund Costs* Other:

Other: Total
Total
*Ongoing Costs to General Fund (Provide cost and detail) General Fund Cost
What Fiscal Year
Description of General Fund Costs
The Department owns five riding mowers for maintenance activities involving mowing the 35 acres of Lacy Park, as well as the landscaped medians on Huntington Drive and Sierra Madre Boulevard. Two of the mowers are electric-powered (purchased in FY 23-24), with the remaining three being gas-powered. A new electric mower will help improve the frequency of the City's maintenance activities at Lacy Park as well as medians and other landscaped areas of the public right-of-way. Additionally, the purchase of an electric mower will help the City meet new State requirements regarding the usage of electric vehicles and equipment. Beginning in 2024, manufacturers will begin phasing out gas-powered mowers, making it more difficult to find replacement parts for the City's existing equipment. The Department recommends purchasing a mower every other year beginning until the mower fleet is completely electric. As this is an electric mower, AQMD funds may be used to assist with the purchase. The estimated price based on quotes obtained from qualified vendors is $60,000, although this amount may be able to cover the purchase of two mowers depending on potential AQMD exchange rebates. Staff will explore potential funding opportunities to lessen the overall financial impact to the City. A new mower has an expected useful life of 20 years, and would improve maintenance staff efficiency. $ 50,000
$ 7,000
$ 500 $ 43,000
$ 50,000
$ 50,500
$ 500
FY 24-25
The new mower will require routine maintenance to ensure proper function. This maintenance is not expected to exceed $500 per year and can be sufficiently covered by the Department's operating budget.

AQMD
433
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CITY OF SAN MARINO
FY 202-202CAPITAL BUDGET REQUEST
Capital Request Name:

Capital Request
Description (Summary):

Location:

Proposing Department Contact Person Expense Type
Estimated Total
Cost
Capital Request
Labor Source
Multi-Year Funding Cycle
FY

FY

FY

FY

FY
202/202

Estimated
Total
SOURCE
Source Key: CE (Capital Equipment), CC (Capital Construction), D (Donations), PC (Prop C), MR (Measure R)00 0HDVXUH0
,
GT (Gas Tax), TDA (Transportation Development Act), PA (Prop A), MW (Measure W), &236 &236*UDQW
O (Other)
Photo of Equipment and/or Map Showing Project Location
Multi-Year Fleet Leasing Program
Transitioning of the City's fleet to a leasing model that will enable more frequent vehicle replacement at a lower cost
Citywide
Public Works Amber Shah Capital Equipment
$ 165,000 New Request
City Employees
$ 165,000 $ 217,940 $ 376,670 $ 440,092 $ 457,665 $ 1,657,367 CE $ 165,000 CE $ 217,940 CE $ 376,670 CE $ 440,092 CE $ 457,665 CE $ 1,657,367 $ 0
$ 0
$ 0
$ 0

ON SCHEDULE, MOVED TO
OPERATING BUDGET IN FY 25-26
434
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Other: Total
Total
*Ongoing Costs to General Fund (Provide cost and detail) General Fund Cost
What Fiscal Year
Description of General Fund Costs
Currently, the Department manages a fleet of 37 passenger vehicles (does not include specialized heavy trucks/equipment, ambulances, etc.) Traditionally, the City has purchased these vehicles and outfitted them before introducing them into the fleet. Given fluctuating vehicle costs and extended lead times, this process can be somewhat expensive, lengthy, and requires excessive staff time to manage. Additionally, the City has several vehicles that are over a decade old and require frequent repairs.

As such, the City is proposing a transition to a fleet leasing system through Enterprise that will help enhance service delivery, helping meet one the City Council's Priority Initiatives. Enterprise has developed a plan to replace several vehicles each year with leased vehicles. These vehicles will typically be switched out every few years to ensure functionality and avoid costly breakdowns, and the City will receive proceeds for the re-sale of any vehicle by Enterprise. Although potential for revenue from the re-sale exists, the revenue is not budgeted for due to the variability of potential re-sale value. City staff will continue to perform maintenance on all vehicles and equipment. Ultimately, the benefits of the vehicle leasing system would be 1) reduced wear and tear on vehicles and more efficient replacement of vehicles, 2) long-term cost savings. Per conversations with Enterprise, the first year of the program would introduce seventeen (17) leased vehicles for a total cost of $165,000. $ 165,000
$ 165,000
$ 165,000
$ 165,000
FY 24-25
435
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CITY OF SAN MARINO
FY 202-202CAPITAL BUDGET REQUEST
Capital Request Name:

Capital Request
Description (Summary):

Location:

Proposing Department Contact Person Expense Type
Estimated Total
Cost
Capital Request
Labor Source
Multi-Year Funding Cycle
FY

FY

FY

FY

FY
202/202

Estimated
Total
SOURCE
Source Key: CE (Capital Equipment), CC (Capital Construction), D (Donations), PC (Prop C), MR (Measure R)00 0HDVXUH0
,
GT (Gas Tax), TDA (Transportation Development Act), PA (Prop A), MW (Measure W), &236 &236*UDQW
O (Other)
Photo of Equipment and/or Map Showing Project Location
Fleet Vehicle Lift
Purchase of vehicle lift to assist Fleet Division in vehicle repair and maintenance Citywide
Public Works Amber Shah Capital Equipment
$ 15,000 New Request
City Employees
$ 15,000 $ 0 $ 0 $ 0 $ 0 $ 15,000
CE $ 15,000 CE CE CE CE CE $ 15,000
$ 0
$ 0
$ 0
$ 0

ON SCHEDULE
436
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Other: Total
Total
*Ongoing Costs to General Fund (Provide cost and detail) General Fund Cost
What Fiscal Year
Description of General Fund Costs
The City's Fleet Division performs maintenance and repairs on all City-owned vehicles and equipment. As part of their routine, day-to-day work, a vehicle lift is used to perform repairs. The Department's existing lift is multiple decades old and near the end of its service life. In addition, newer vehicles are larger and cannot be lifted into the garage. As such, the Department is requesting a new vehicle lift to enable the Fleet Division to continue efficiently performing repairs. The new lift would also be mobile, which would allow Fleet staff to move the lifts into the wash bay (higher clearance area), which would allow them to services the larger vehicles more easily.
$ 15,000
$ 15,000
$ 15,000
$ 15,000
FY 24-25
437
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CITY OF SAN MARINO
FY 202-202CAPITAL BUDGET REQUEST
Capital Request Name:

Capital Request
Description (Summary):

Location:

Proposing Department Contact Person Expense Type
Estimated Total
Cost
Capital Request
Labor Source
Multi-Year Funding Cycle
FY

FY

FY

FY

FY
202/202

Citywide
Public Works Amber Shah Capital Equipment
$ 25,000 New Request
City Employees
$ 25,000 $ 0 $ 0 $ 0 $ 0 $ 25,000
CE $ 25,000 CE CE CE CE CE $ 25,000
$ 0
$ 0
$ 0
$ 0

COMPLETE
438
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Other: Total
Total
*Ongoing Costs to General Fund (Provide cost and detail) General Fund Cost
What Fiscal Year
Description of General Fund Costs
The Department owns a single changeable message sign that can advise residents of construction, traffic delays, lane closures, or any other safety related messaging while driving. It is recommended that an additional sign be procured in order to provide messaging on both sides of closures and at multiple locations throughout the City. These signs are typically deployed at large special events, such as the 4th of July and the Homecoming Parade, and can also be deployed in the event of significant construction or an accident that requires lane closure. As the sign can relay traffic and public safety related messaging, it will benefit multiple City departments, including Parks and Public Works, Police, and Fire. $ 25,000
$ 25,000
$ 1,000
$ 1,000
$ 26,000
$ 26,000
$ 1,000
FY 24-25
The new trailered message board will require routine maintenance to ensure proper function. This maintenance is not expected to exceed $1,000 per year and can be sufficiently covered by the Department's operating budget.
439
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COMMUNITY SERVICES

DEPARTMENT REQUESTS
440
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CITY OF SAN MARINO
FY 202-202CAPITAL BUDGET REQUEST
Capital Request Name:

Capital Request
Description (Summary):

Location:

Proposing Department Contact Person Expense Type
Estimated Total
Cost
Capital Request
Labor Source
Multi-Year Funding Cycle
FY

FY

FY

FY

FY
202/202

Estimated
Total
SOURCE
Source Key: CE (Capital Equipment), CC (Capital Construction), D (Donations), PC (Prop C), MR (Measure R)00 0HDVXUH0
,
GT (Gas Tax), TDA (Transportation Development Act), PA (Prop A), MW (Measure W), &236 &236*UDQW
O (Other)
Photo of Equipment and/or Map Showing Project Location
Furniture Replacement at the Crowell Public Library
Replacement / Re-upholstery of public seating
Crowell Public Library
CSD Cathi Johnson Capital Equipment
$ 43,000 New Request
Contractor
$ 43,000 $ 43,000 $ 0 $ 0 $ 0 $ 86,000
CE $ 43,000 CE $ 43,000 CE CE CE CE $ 86,000
$ 0
$ 0
$ 0
$ 0

ON SCHEDULE
441
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Other: Total
Total
*Ongoing Costs to General Fund (Provide cost and detail) General Fund Cost
What Fiscal Year
Description of General Fund Costs
Public seating in the Library consists of 282 pieces, including 116 mesh and 166 upholstered pieces of furniture purchased in 2008.

The Library is open seven days a week, 52 weeks a year and logs more than 100,000 visits a year. Fabric cleaning has occurred, but given the fact that the furniture is 16 years old and is subject to heavy use, a phased replacement of 180 chairs and re-upholstery of 18 chairs is recommended.

Of the 180 chairs to be replaced, 64 are desk chairs. These desk chairs are structurally unsound; the back is constructed of a series of thin lateral slats that break when the chair is pulled away from a table to allow a patron to sit. Due to this design the chairs are not able to withstand constant use. Staff would like to replace these with traditional, armless wood chairs. The remaining 116 chairs to be replaced would be swapped for vinyl seating, which can withstand high use.

Vinyl seat re-upholstery is recommended for the 18 pieces that are structurally sound, but have fabric that is in poor condition.

Moving away from fabric to easy to care for seating surfaces will allow staff to maintain an attractive and welcoming environment for the community we serve, while ensuring that the funds spent will stretch further than replacement with fabric. $ 43,000
$ 43,000
$ 43,000
$ 43,000
442
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STATUS OF FY 2024-25

CAPITAL CONSTRUCTION

PROJECTS
443
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TO: Mayor Shepherd Romey and Members of the City Council FROM: Amber Shah, PE, Director of Parks & Public Works/City Engineer DATE: March 28, 2025
SUBJECT: FY 2024-25 CAPITAL IMPROVEMENT PLAN STATUS
UPDATE

BACKGROUND
The Parks and Public Works Department is moving forward with the implementation of the FY 2024-25 capital improvement program that includes equipment replacement and capital construction. This report lists the status of the FY 2024-25 construction projects and programs to ensure the City Council is sufficiently informed:

Right-of-Way

1. Annual Striping, Signing, and Marking Program
• Re-striping of Huntington Drive between Gainsborough Drive and San Gabriel Boulevard completed during FY 2024-25. Re-striping of school zones will also be completed this FY. Staff are working to prioritize additional locations to complete with remaining funds.

2. Street Tree Management Plan
• Planting is underway, and scheduled to be complete by June 30, 2025.

3. Streetlight Management Plan
• Staff is assessing the cost to procure equipment necessary to complete the project internally that would also support the ongoing maintenance and replacement of streetlights throughout the City by staff in lieu of contracting this project out.

4. FY 2022-23 and FY 2023-24 Street Rehabilitation Program Projects • Construction began in November 2024 and will be complete in April 2025. Savings during the project will allow staff to increase the total number of streets resurfaced as part of this project.

5. Sidewalk Replacement Program
• Construction activities for FY 2024-25 cycle commenced on August 5, 2024, and were complete in late September 2024.

6. Alley and Parking Lot Improvement Program
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• Design is complete and project will be issued for bids in April 2025.

7. Citywide Traffic Improvements
• Comprehensive replacement of signage and striping complete in school zone areas. Installation of new speed radar signs, primarily in school zones, will also be complete this FY.

8. Traffic Control Devices Program
• Traffic signal inventory, including RRFB locations, developed this FY to identify and prioritize replacements and upgrades of devices and associated equipment. First priority to upgrade RRFB pedestrian crossings on Huntington Drive will begin this FY.

9. Bridge Maintenance Program
• Re-budget to FY 2025-26.

10. Measure R – 710 North Projects
• Staff worked with on-call traffic engineer to develop traffic study scoping memo for Huntington Drive within City limits that must be completed in order for the funding agreement to be executed with LA Metro prior to commencing design work.

11. Huntington Drive/Mission Street Beautification Program • Re-budgeted to FY 2025-26.

Parks

1. Lacy Park Playground Management Program
• Phase I of Playground Replacement (age 5-12 structure and swing set) to be completed in March/April 2025. FY 2025-26 budget includes funding request for replacement of age 2-5 structure and install additional freestanding pieces.

2. Citywide Irrigation Upgrades
• Upgrades to median irrigation controllers completed in fall/winter 2024.

Civic Facilities

1. PW Facility Upgrades
• Various upgrades will be complete during FY 2024-25 including installation of new flooring and office furnishings in the public works office located behind City Hall. FY 2025-26 funds will complete the upgrades and begin design work for renovating the office building and garage at Lacy Park, which is several decades old and both incurred damage during the January windstorm.

2. Old Mill Facility Repairs
• Re-budget to FY 2025-26.

3. City Hall Campus Emergency Generator Connections
445
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• Re-budget to FY 2025-26. Staff will assess existing generator’s condition and feasibility of potential upgrades and need for future replacement.

Wastewater Collection System

1. Sewer Main Rehabilitation Program
• Staff is working with the City’s sewer maintenance contractor to identify high priority locations and develop a scope of work for the project based upon video and data collected during latest sewer cleaning cycle. Design work planned to begin in FY 2025-26.

2. Lift Station Improvement Program
• Contractor has been working under an Administrative NTP to submit for approval and procure long lead items. Construction scheduled to begin in April 2025.

3. Sewer Master Plan
• Re-budget to FY 2025-26.

Stormwater System

1. Drainage Inlet Replacement Program
• Re-budgeted to FY 2025-26.

2. Drainage Wash Replacement Program-
• Re-budgeted to FY 2025-26.

3. Trash Capture Filters
• Installation of trash capture debris devices in 38 catch basins completed in December 2024.

4. Culvert Replacement Program
• Design of culvert replacement in Lacy Park ongoing. Consultant is analyzing the potential second alternative route requested by staff to minimize the disruption to the park. Design to be completed in FY 2025-26 with construction beginning in FY 2026-27.

5. Rio Hondo Load Reduction Strategy
• County-led project currently in design. The City has not received an updated construction timeline for the project. City’s remaining obligation for the project will be paid for using Measure W funds.

The annual capital expenditures are part of a five-year rolling plan for capital projects. New equipment and project requests for FY 2025-26 as well as requests for FY 2026-27 and beyond are also provided at today’s meeting, along with five-year estimates.
446
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City of San Marino
Adopted Operating & Capital Budget
Fiscal Year 2025-2026
447
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RESOLUTION NO. R-25-18

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF SAN MARINO, CALIFORNIA ADOPTING THE

OPERATING AND CAPITAL BUDGET FOR THE FISCAL
YEAR 2025-26 AND APPROPRIATING THE AMOUNTS

SPECIFIED THEREIN FROM THE FUNDS AND FOR THE

PURPOSES INDICATED
WHEREAS, the City Council has received the City Manager’s proposed Operating and Capital Budget for the Fiscal Year 2025-26 beginning on July 1, 2025; and WHEREAS, a copy of the proposed budget was on file in the Office of the City Clerk and at the Public Library for public review; and
WHEREAS, the City Council conducted study sessions on the proposed Budget on February 12, March 12, March 28, and April 25, 2025; and WHEREAS, on May 30th, at a duly noticed City Council meeting, the City Council reviewed and considered the final budget document that was submitted to the City Council by the City Manager.

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

SECTION 1. That the Operating Budget and Capital Budget for the Fiscal Year 2025- 2026, on file in the Office of the City Clerk of the City of San Marino, incorporated herein by reference, is herewith adopted as amended by the City Council on May 30, 2025 as the official Operating and Capital Budget for the City of San Marino for the Fiscal Year 2025-2026 beginning July 1, 2025 and the respective amounts specified therein are appropriated for their designated purpose.

SECTION 2. That total estimated revenues, from all funds and sources, are $39,255,311; total proposed expenditures, from all funds and sources, are $47,170,001; and total transfers in/out between funds are $16,045,154.

SECTION 3. That the City Council approves total budgeted appropriations and any amendments throughout the fiscal year. This appropriated budget covers substantially all City expenditures. Actual expenditures may not exceed budgeted appropriations at the fund level. The City Manager is authorized to transfer budgeted amounts between the operating accounts of any department, and between departments. The City Council is authorized to transfer and amend capital projects and capital acquisition budgets.

SECTION 4. That the City Clerk shall certify to the adoption of this Resolution.

PAGE 460 of 496
CITY OF SAN MARINO RESOLUTION NO. R-25-18

Page 2 of 2 ends

PASSED, APPROVED AND ADOPTED this 30th day of May, 2025. ________________________________

GRETCHEN SHEPHERD ROMEY
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-25-18 was adopted by the City Council of the City of San Marino at a Regular Meeting held on the 30th day of May 2025, and the same was adopted by the following vote:

AYES:

NOES:

ABSTAIN:

ABSENT:

_________________________________________

ALISON WALKER, CITY CLERK

CITY OF SAN MARINO
PAGE 461 of 496
RESOLUTION NO. R-25-14

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF SAN MARINO, CALIFORNIA, APPROVING THE
UPDATED SALARY SCHEDULE FOR FY 2025-2026
WHEREAS, Section 02.05.01(A) of the San Marino Municipal Code (“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) of the Code provides that the City Manager shall prepare salary and benefit schedules for presentation to the City Council; and WHEREAS, the City Council approved the FY 2024-2025 Salary Schedule via Resolution No. R-24-30 on November 13, 2024; and
WHEREAS, the FY 2025-2026 Salary Schedule reflects a 4% cost of living adjustment; and
WHEREAS, the City Manager’s and the Executive Team’s compensation reflects a 4% cost of living adjustment.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN MARINO HEREBY RESOLVES AS FOLLOWS:

SECTION 1. The updated Salary Schedule attached hereto as Exhibit “A” and made a part hereof by this reference shall be adopted as the salary schedule for all employees in the City of San Marino effective July 1, 2025.

SECTION 2. The “Salary Schedule” shall become a part of the City’s personnel rules and regulations.

SECTION 3. This Resolution supersedes the provisions of any prior resolution that established a salary schedule for employees in the City of San Marino.

PASSED, APPROVED, AND ADOPTED on this 30
th day of May, 2025.
______________________________________

GRETCHEN SHEPHERD ROMEY
MAYOR
ATTEST:
__________________________________

ALISON WALKER

CITY CLERK
PAGE 462 of 496
CITY OF SAN MARINO RESOLUTION NO. R-24-14
PAGE 2 OF 6

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-25-14 was adopted by the City Council of the City of San Marino on the 30 th
day of May 2025, and that the same was adopted by the following vote:

AYES:

NOES:

ABSTAIN:

ABSENT:
_______________________________________

ALISON WALKER, CITY CLERK

CITY OF SAN MARINO
PAGE 463 of 496
CITY OF SAN MARINO RESOLUTION NO. R-24-14
PAGE 3 OF 6
EXHIBIT “A”
PAGE 464 of 496

CITY OF SAN MARINO

SALARY SCHEDULE
Effective July 1, 2025
Approved via Resolution No. R-25-14
Classification Monthly Hourly Monthly Hourly Monthly Hourly Monthly Hourly Monthly Hourly Mayor -- -- -- -- -- -- -- -- -- --
Vice Mayor -- -- -- -- -- -- -- -- -- --
Council Member -- -- -- -- -- -- -- -- -- --
City Treasurer -- -- -- -- -- -- -- -- -- --
City Manager -- -- -- -- -- -- -- -- $22,100 $127.50
Fire Chief $16,866 $97.30 -- -- -- -- -- -- $22,551 $130.10 Chief of Police $16,866 $97.30 -- -- -- -- -- -- $22,551 $130.10 Community Development Director $15,032 $86.72 -- -- -- -- -- -- $18,272 $105.41 Finance Director $15,032 $86.72 -- -- -- -- -- -- $18,272 $105.41 Human Resources Director $15,032 $86.72 -- -- -- -- -- -- $18,272 $105.41 Parks & Public Works Dir./City Eng. $15,032 $86.72 -- -- -- -- -- -- $18,272 $105.41 Community Services Director $13,173 $76.00 -- -- -- -- -- -- $16,013 $92.38 Assistant to the City Manager (Community
Engagement Manager) $10,325 $59.57 -- -- -- -- -- -- $12,550 $72.40 Police Commander $14,378 $82.95 $15,097 $ 87.10 $15,852 $ 91.45 $16,644 $ 96.02 $17,476 $100.83 Fire Division Chief $14,378 $82.95 $15,097 $ 87.10 $15,852 $ 91.45 $16,644 $ 96.02 $17,476 $100.83 Public Works Manager $10,325 $59.57 $10,841 $ 62.55 $11,383 $ 65.67 $11,952 $ 68.96 $12,550 $72.40 Accounting Manager/ Controller $10,325 $59.57 $10,841 $ 62.55 $11,383 $ 65.67 $11,952 $ 68.96 $12,550 $72.40 Library Manager $10,325 $59.57 $10,841 $ 62.55 $11,383 $ 65.67 $11,952 $ 68.96 $12,550 $72.40 Police Records Manager $10,325 $59.57 $10,841 $ 62.55 $11,383 $ 65.67 $11,952 $ 68.96 $12,550 $72.40 Recreation Manager $10,325 $59.57 $10,841 $ 62.55 $11,383 $ 65.67 $11,952 $ 68.96 $12,550 $72.40 Code Enforcement Manager $10,325 $59.57 $10,841 $ 62.55 $11,383 $ 65.67 $11,952 $ 68.96 $12,550 $72.40 City Clerk $10,325 $59.57 $10,841 $ 62.55 $11,383 $ 65.67 $11,952 $ 68.96 $12,550 $72.40 Fire Captain $10,545 $43.33 $11,072 $45.50 $11,626 $47.78 $12,207 $50.17 $12,817 $52.67 Fire Engineer $9,506 $39.07 $9,981 $41.02 $10,480 $43.07 $11,004 $45.22 $11,555 $47.48 Firefighter/Paramedic $9,418 $38.70 $9,889 $40.64 $10,383 $42.67 $10,902 $44.80 $11,447 $47.04 Firefighter $8,561 $35.18 $8,989 $36.94 $9,438 $38.79 $9,910 $40.73 $10,406 $42.76 Police Sergeant $10,286 $59.34 $10,801 $62.31 $11,341 $65.43 $11,908 $68.70 $12,503 $72.13 Police Corporal $8,599 $49.61 $9,029 $52.09 $9,480 $54.69 $9,954 $57.43 $10,452 $60.30 Police Officer $8,187 $47.23 $8,596 $49.59 $9,026 $52.07 $9,478 $54.68 $9,951 $57.41 Step A Step B Step C Step D Step E
PAGE 465 of 496

CITY OF SAN MARINO

SALARY SCHEDULE
Effective July 1, 2025
Approved via Resolution No. R-25-14
Classification Monthly Hourly Monthly Hourly Monthly Hourly Monthly Hourly Monthly Hourly Step A Step B Step C Step D Step E
Senior Planner $8,683 $50.10 $9,117 $52.60 $9,573 $55.23 $10,052 $57.99 $10,554 $60.89 Recreation Supervisor $7,841 $45.24 $8,234 $47.50 $8,645 $49.88 $9,077 $52.37 $9,531 $54.99 Associate Planner $7,554 $43.58 $7,932 $45.76 $8,329 $48.05 $8,745 $50.45 $9,182 $52.97 Librarian II $7,164 $41.33 $7,522 $43.40 $7,898 $45.57 $8,293 $47.85 $8,708 $50.24 Management Analyst $7,089 $40.90 $7,443 $42.94 $7,816 $45.09 $8,206 $47.34 $8,617 $49.71 Shop Foreman $7,024 $40.52 $7,375 $42.55 $7,743 $44.67 $8,131 $46.91 $8,537 $49.25 Park Foreman $6,994 $40.35 $7,344 $42.37 $7,711 $44.48 $8,096 $46.71 $8,501 $49.04 Street Foreman $6,994 $40.35 $7,344 $42.37 $7,711 $44.48 $8,096 $46.71 $8,501 $49.04 Facilities Supervisor $6,994 $40.35 $7,344 $42.37 $7,711 $44.48 $8,096 $46.71 $8,501 $49.04 Building Inspector II $6,763 $39.01 $7,101 $40.97 $7,456 $43.01 $7,828 $45.16 $8,220 $47.42 Assistant Planner $6,763 $39.01 $7,101 $40.96 $7,456 $43.01 $7,828 $45.16 $8,220 $47.42 Code Enforcement Officer $6,648 $38.36 $6,981 $40.27 $7,330 $42.29 $7,696 $44.40 $8,081 $46.62 Human Resources Analyst $6,346 $36.61 $6,663 $38.44 $6,997 $40.37 $7,346 $42.38 $7,714 $44.50 Urban Forester $6,266 $36.15 $6,579 $37.96 $6,908 $39.86 $7,254 $41.85 $7,616 $43.94 Administrative Assistant $5,769 $33.28 $6,057 $34.95 $6,360 $36.69 $6,678 $38.53 $7,012 $40.45 Building Inspector I $5,696 $32.86 $5,980 $34.50 $6,279 $36.23 $6,593 $38.04 $6,923 $39.94 Maintenance Worker III $5,696 $32.86 $5,980 $34.50 $6,279 $36.23 $6,593 $38.04 $6,923 $39.94 Police Recruit $5,618 $32.41 $5,899 $34.03 $6,194 $35.74 $6,504 $37.52 $6,829 $39.40 Permit Technician $5,617 $32.41 $5,898 $34.03 $6,193 $35.73 $6,503 $37.52 $6,828 $39.39 Police Dispatcher/Clerk $5,599 $32.30 $5,879 $33.91 $6,172 $35.61 $6,481 $37.39 $6,805 $39.26 Police Records Clerk $5,320 $30.69 $5,586 $32.23 $5,866 $33.84 $6,159 $35.53 $6,467 $37.31 Librarian I $5,159 $29.76 $5,417 $31.25 $5,688 $32.81 $5,972 $34.45 $6,271 $36.18 Recreation Coordinator $5,159 $29.76 $5,417 $31.25 $5,688 $32.81 $5,972 $34.45 $6,271 $36.18 Maintenance Worker II $5,054 $29.16 $5,307 $30.62 $5,572 $32.15 $5,851 $33.75 $6,143 $35.44 Library Circulation Supervisor $4,961 $28.62 $5,209 $30.05 $5,469 $31.55 $5,742 $33.13 $6,030 $34.79 Maintenance Worker I $4,804 $27.71 $5,044 $29.10 $5,296 $30.55 $5,561 $32.08 $5,839 $33.68 Account Clerk $4,652 $26.84 $4,885 $28.18 $5,129 $29.59 $5,385 $31.07 $5,655 $32.62 Clerk Typist II $4,348 $25.08 $4,565 $26.34 $4,794 $27.66 $5,033 $29.04 $5,285 $30.49 Special Projects Coordinator $33.19 $34.85 $36.59
Child Development Specialist $26.53 $27.85 $29.25
Professional Intern $23.92 $25.11 $26.37
Assistant Pool Manager $23.22 $24.38 $25.60 -- --
Building Attendant $22.38 $23.49 $24.67 -- --
Maintenance Assistant $22.38 $23.49 $24.67 -- --
PAGE 466 of 496

CITY OF SAN MARINO

SALARY SCHEDULE
Effective July 1, 2025
Approved via Resolution No. R-25-14
Classification Monthly Hourly Monthly Hourly Monthly Hourly Monthly Hourly Monthly Hourly Step A Step B Step C Step D Step E
Recreation Specialist $21.12 $22.18 $23.29 -- --
Water Safety Instructor $21.12 $22.18 $23.29 -- --
Library Assistant $20.91 $21.95 $23.05 -- --
Library Monitor $19.93 $20.93 $21.97 -- --
Police Cadet $19.67 $20.65 $21.68 -- --
Library Clerk $18.27 $19.18 $20.14 -- --
Library Page $18.05 $18.96 $19.90 -- --
Park Attendant $18.05 $18.96 $19.90 -- --
Recreation Program Leader $18.05 $18.96 $19.90 -- --
Lifeguard $18.05 $18.96 $19.90 -- --
Note: Part-time positions max out at Step C
PAGE 467 of 496
RESOLUTION NO. R-25-15

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SAN

MARINO, APPROVING THE NEW JOB CLASSIFICATION AND

SALARY FOR THE POSITION OF FULL-TIME LIBRARY

CIRCULATION SUPERVISOR
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 classification for the position of full-time Library Circulation Supervisor needs to be added to the City’s job classifications; and WHEREAS, Resolution No. R-25-14 sets forth the salary for City employees, including the position of full-time Library Circulation Supervisor; and WHEREAS, this position is full-time, therefore is represented by the San Marino City Employees’ Association and this classification will be added to Attachment “A” Employee Classifications under Supervisory/Classification and Attachment “B” Wage Schedules of the Memorandum of Understanding for the term July 1, 2025 through June 30, 2027; and WHEREAS, per the San Marino Municipal Code section 02.05.01, it is necessary for the City Council to approve the addition of classification of full-time Library Circulation Supervisor.

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 classification for the position of full-time Library Circulation Supervisor is hereby added to read as set forth on the attached Exhibit A.

SECTION 3. The salary schedule for the position of full-time Library Circulation Supervisor is attached hereto as Exhibit B.

SECTION 4. 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.

PAGE 468 of 496
CITY OF SAN MARINO RESOLUTION NO. R-25-15

Page 2 of 5 ends

SECTION 5. Effective Date: This Resolution shall become effective immediately upon adoption.

PASSED, APPROVED AND ADOPTED, at a meeting of the City Council of the City of San Marino, California, on this 30
th day of May, 2025.

GRETCHEN SHEPHERD ROMEY
MAYOR
ATTEST:

ALISON WALKER

CITY CLERK
PAGE 469 of 496
CITY OF SAN MARINO RESOLUTION NO. R-25-15

Page 3 of 10 ends

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-25-15 was adopted by the City Council of the City of San Marino at a regular meeting held on the 30
th
day of May 2025, and that the same was adopted by the following vote:

AYES:

NOES:

ABSTAIN:

ABSENT:
________________________________

ALISON WALKER, CITY CLERK

CITY OF SAN MARINO
PAGE 470 of 496
CITY OF SAN MARINO RESOLUTION NO. R-25-15

Page 4 of 10 ends

EXHIBIT “A”
PAGE 471 of 496

LIBRARY CIRCULATION SUPERVISOR

GENERAL DESCRIPTION
Under general direction of the Library Manager, the Library Circulation Supervisor is responsible for overseeing the day-to-day activities of the circulation work unit and performs assignments of an administrative and technical nature. The Library Circulation Supervisor will supervise, plan and coordinate the circulation services of the library; coordinate assigned services with other units in the library, outside agencies and the general public, and provide highly responsible and complex staff assistance. This position involves extensive public contact and excellent customer service skills. This position also involves providing extensive staff training and ensures policies and procedures are followed.

DISTINGUISHING CHARACTERISTICS
The Library Circulation Supervisor is a full-time supervisory paraprofessional position. The Library Circulation Supervisor is distinguished from other paraprofessional positions by the amount of time the Library Circulation Supervisor is involved with the direct supervision of paraprofessional and clerical library staff as well as having overall responsibility for the circulation section.

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:
● Train and evaluate the part-time Library Assistant that is responsible to ensure Library Clerks and Library Page adhere to policies and standards in the absence of the Library Circulation Supervisor.
● Train and supervise staff at the circulation desk in library policies and processes pertaining to checking materials in and out of the collection, registering new patrons, and collecting overdue fines, answering phones, directing calls, and sorting mail. • Train and supervise Library Clerks and Library Page in the maintenance of the library stacks so that reshelving library materials happens in a systematic method. • Plan, organize, and delegate work to staff at the circulation desk, to reshelve library materials, and process new items.
• Resolve patron issues and address patron feedback at the circulation desk, on the phone and via email promptly and courteously.

PAGE 472 of 496
• Responsible for effective and uniform services provided by circulation staff to the public. • Conduct inter-library loan searches and maintain inter-library loan files. • Maintain and provide statistical data for library circulation rates, daily library uses, and passport processing.
• Recommend new circulation policies and procedures.
• Supervise Southern California Library Cooperative courier shipments. • Ensure all staff are recertified annually in passport processing and receive and understand updated Department of State processes and procedures. • Responsible for ordering all materials related to passport services, including forms, mailers, postage, and photo supplies.
• Understand and comply with all Department of State requirements for passport processing workspaces, as well as regulations regarding forms and documentation. • Qualified to serve as a department passport acceptance agent. • May be required to perform shift work – days, evenings, and weekends as assigned. • Perform related duties as assigned.

QUALIFICATIONS
Any combination of education and experience that provides the required knowledge, skills, and abilities to perform the essential job duties of the position is qualifying.

Knowledge, Skills, and Abilities:

Knowledge of
• Public library operations, procedures and practices.
• Excellent customer service principles and practices.
• Principles and practices of supervision, training, coaching, mentoring, and performance evaluation.
• Modern office procedures, methods and equipment including applicable software applications.
• Budgetary principles, practices, and collaboration.
• Recordkeeping and reporting requirements.
• Safe work practices.

Skills and Demands
● Ability to provide exceptional customer service to internal and external customers. ● Ability to interact effectively with co-workers, interdepartmental staff, outside vendors and contractors, and a wide variety of community stakeholders. ● Select, supervise, train and evaluate staff.
● Understand, interpret, and apply all pertinent laws, municipal codes, regulations, policies, and procedures.
● Analyze problems and implement procedural changes.
● Understand and carry out oral and written instructions. ● Works with information in confidence and with discretion.

PAGE 473 of 496
● Communicates clearly and concisely, orally and in writing. ● Utilizes a variety of computer-based hardware and software programs, as well as a variety of digital devices (laptop, mobile phone, iPad, printers/copiers, etc.). ● Fosters and maintains effective working relationships with other employees, members of the public, and with those contacted in the course of the work. ● Assists in hiring and independently supervising, training, and evaluating subordinate staff. ● Establish and maintain accurate records.
● Detail oriented and flexible in accepting changing assignments as needed. ● Set priorities, organize workflow and maintain organization of work and records; multitask and be responsive to time-sensitive matters. ● 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.
● 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. ● Demonstrate, promote and support a culture of diversity, equity, inclusion and belonging.

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
• Bachelor’s degree from an accredited college or university in Library Science, Public Administration or a related field.

Experience
• Three (3) years of increasingly responsible experience providing library services in a public setting.
• A minimum of two (2) years of supervisory experience.

PAGE 474 of 496

PHYSICAL DEMANDS AND WORK ENVIRONMENT
Physical Demands
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 accommodation may be made to enable individuals with disabilities to perform the essential functions.

Employee is regularly required to sit at a desk, stand, walk 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. Vision abilities required include close vision, distance vision, peripheral vision, and the ability to adjust focus. Acute hearing is required when providing phone and personal service. Additionally, the need to lift, drag and push books, files, paper and documents weighing up to 20 pounds is required.

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 475 of 496
CITY OF SAN MARINO RESOLUTION NO. R-25-15

Page 4 of 5 ends

EXHIBIT “B”
PAGE 476 of 496
Monthly Hourly Monthly Hourly Monthly Hourly Monthly Hourly Monthly Hourly Library Circulation Supervisor $ 4,961.00 $ 28.62 $ 5,209.00 $ 30.05 $ 5,469.00 $ 31.55 $ 5,742.00 $ 33.13 $ 6,030.00 $ 34.79 Effective July 1, 2025
Monthly Salary
Step A Step B Step C Step D Step E
PAGE 477 of 496
TO: Mayor and City Council
FROM: Philippe Eskandar, City Manager
BY: Hillary Guirola-Leon, Finance Director
Mark Siegfried, Accounting Manager/Controller
DATE: May 30, 2025
SUBJECT: APPROVAL OF RESOLUTION NO. R-25-17 ESTABLISHING THE APPROPRIATIONS LIMIT FOR FISCAL YEAR 2025-26

STRATEGIC PLAN CRITICAL SUCCESS FACTORS
Efficient, Responsive, and Effective City Services
Fiscally Responsible and Transparent City Government

BACKGROUND
In 1979 and 1990, California voters approved Proposition 4 (the “Gann Initiative”) and Proposition 111, respectively. Proposition 4 placed limits on the amount of tax proceeds that can be received and appropriated by governments in the State. Proposition 111 provided an adjustment formula to allow for local growth factors. Each year, governments throughout the State adopt a resolution establishing their appropriations limit as well as their appropriations that are subject to the limit.

DISCUSSION
Each year, two change factors are combined in a single adjustment factor and applied to the prior year’s appropriations limit to arrive at the new appropriations limit for the upcoming fiscal year.

1. Local agencies are allowed to use the larger of the City’s population growth or their County’s population growth. For calendar 2025, on which the FY 2025- 26 limit is based, the State Department of Finance reports that the population of the County of Los Angeles increased while the City’s population decreased.

The County’s population increase of 0.30% was used for the City’s FY 2025- Gretchen Shepherd Romey, Mayor
Tony Chou, Vice Mayor
Hunter Chang, Council Member
John Chou, Council Member
Calvin Lo, Council Member
PAGE 478 of 496
26 limit calculation this year. The City’s population change of -0.09% was smaller.

2. Agencies are allowed to use as a “cost of living” factor the larger of the change in California per capita income or the growth in non-residential assessed valuation due to new construction. The change in California per capita income, 6.44%, was used in the City’s FY 2025-26 limit calculation. The change in non-residential assessed property valuation in San Marino has not been measured, and is assumed to be less than 6.44%.

The proposed FY 2025-26 appropriations limit is $36,633,108 and the proposed budget appropriations subject to the limit are $30,578,202, or 83% of the maximum allowed.

Exhibit A to the accompanying resolution shows how the FY 2025-26 appropriations limit was calculated. Exhibit B is the narrative discussion of the Gann Appropriations Limit and its implications for the City of San Marino that is proposed to be included in the final FY 2025-26 adopted budget document along with Resolution No. R-25-17 and Exhibit A.

FISCAL IMPACT & PROCUREMENT REVIEW
Because the proposed appropriations subject to the limit are less than the appropriations limit, there is no direct fiscal impact resulting from approval of the Resolution.

This report requires no procurement review.

LEGAL REVIEW
The City Attorney's office has reviewed and approved as to form.

RECOMMENDATION
Staff recommends adoption of the proposed FY 2025-26 appropriations limit and the appropriations subject to limitation for the City of San Marino. If the City Council concurs with staff’s recommendation, an appropriate motion would be:
“I move to approve Resolution No. R-25-17, Establishing the Appropriations Limit and Appropriations Subject to Limitation for Fiscal Year 2025-26.” PAGE 479 of 496

ATTACHMENTS

1. Resolution No. R-25-17

2. Exhibit A: Gann Appropriations Limit Calculation

3. Exhibit B: Implications of the Gann Appropriations Limit PAGE 480 of 496
RESOLUTION NO. R-25-17

A RESOLUTION OF THE CITY COUNCIL OF THE CITY

OF SAN MARINO, CALIFORNIA ESTABLISHING THE

APPROPRIATIONS LIMIT AND APPROPRIATIONS
SUBJECT TO LIMITATION FOR FISCAL YEAR 2025-26
WHEREAS, Article XIII-B of the California State Constitution requires that each entity of government determine and adopt an Appropriations Limit for each fiscal year; and
WHEREAS, Proposition 111 requires a recorded vote of the City Council regarding which of the annual adjustment factors have been selected each year, and WHEREAS, the local voters of San Marino have approved an increase in the City’s appropriations limit consistent with the maximum projected aggregate collection authorized by the levy of the Public Safety Parcel Tax, in accordance with Section 12 of Ordinance No. O-24-1412.

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

SECTION 1. The annual adjustment factors used in the calculation of the Fiscal Year 2025-26 Appropriations Limit are the County population change of 0.30% and the change in California Per Capita Personal Income of 6.44%.

SECTION 2. The FY 2025-26 Appropriations Limit for the City of San Marino for the Fiscal Year 2025-26 is hereby determined to be $36,633,108 in accordance with calculations contained in Exhibit A hereto.

SECTION 3. Appropriations designated in the Fiscal Year 2025-26 Proposed Budget that are subject to the limit total $30,578,202, representing an amount that is 83% of the limit.

PASSED, APPROVED AND ADOPTED this 30th day of May, 2025. _______________________________

GRETCHEN SHEPHERD ROMEY
MAYOR
ATTEST:
__________________________

ALISON WALKER

CITY CLERK
PAGE 481 of 496
CITY OF SAN MARINO RESOLUTION NO. R-25-17

Page 2 of 2 ends

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-25-17 was adopted by the City Council of the City of San Marino at a Regular Meeting held on the 30th day of May 2025, and the same was adopted by the following vote:

AYES:

NOES:

ABSTAIN:

ABSENT:

____________________________________

ALISON WALKER, CITY CLERK

CITY OF SAN MARINO
PAGE 482 of 496

EXHIBIT A
2024-25 Base Limit: $ 30,844,936
2025-26 Change in CA Per Capita Income 6.44%
2025-26 Change in LA County Population: 0.30%
2025-26 Combined Adjustment Factor 1.0675
2025-26 Limit Before Voter Approved Override $ 32,928,399 2025-26 Voter Approved Override - Public Safety Parcel Tax $ 3,704,709 2025-26 Appropriations Limit $ 36,633,108
2025-26 Amount Subject to Appropriations Limit $ 30,578,202 2025-26 Percentage of San Marino Appropriations Subject to Limit 83% City of San Marino
Fiscal Year 2025-26
Gann Appropriations Limit Calculation
PAGE 483 of 496

EXHIBIT B
Implications of the Gann Appropriations Limit
In November 1979, California voters followed up the tax limitations of 1978’s Proposition 13 with an amendment to the State Constitution to limit the growth of government spending. A voter initiative, Proposition 4, was passed into law in 1979 and later amended by Proposition 111 in 1990. This spending limit, commonly known as the “Gann Limit,” was named after Proposition 4’s sponsor Paul Gann, appears in the state Constitution as Article XIIIB. The Gann Limit creates a restriction on the amount of tax proceeds that a government agency may receive and appropriate in any one year.

The limit is based on actual appropriations from the 1986-87 base year. Increases to the limit are allowed each year based on specified growth factors. Inflationary adjustments are based on changes in California per capita personal income or the change in nonresidential assessed valuation. Population adjustments are based on changes in the population of the City or Los Angeles County.

Since 1980, San Marino voters have approved a public safety parcel tax for public safety services and, at the same time, have approved an override of the City’s appropriations limit for this parcel tax revenue, to increase the limit by the amount of the annual parcel tax levy.

The City of San Marino’s FY 2025-26 Appropriations Limit was adopted by resolution on May 30, 2025 as required by the California Government Code. The City’s FY 2025-26 appropriations limit is $36,633,108 and its appropriations subject to limitation is $30,578,202. The appropriations margin, the difference between the limit and the appropriations subject to limitation, is therefore $6,054,906, and appropriations subject to limitation are 83% of the limit.

For the past five fiscal years, appropriations subject to limitation have ranged between 65% and 83% of the legal limit. The FY 2025-26 limit is within this same range, indicating that the legal limit has been increasing at a pace roughly in line with the growth in appropriations subject to limitation.

For five of the past six years, the population factor for the City has been negative. In years where there are negative population factors, the limit each year will grow by less than the annual inflation rate, which may result in a decrease in the City’s appropriations margin in future years.

PAGE 484 of 496
TO: Mayor and City Council
FROM: Philippe Eskandar, City Manager
BY: Hillary Guirola-Leon , Finance Director
DATE: May 30, 2025
SUBJECT: CASH AND INVESTMENT REPORT FOR THE MONTH OF
APRIL 2025

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 April 10, 2024, 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
· The weighted average maturity and weighted average yield of all investments combined.

Gretchen Shepherd Romey, Mayor
Tony Chou, Vice Mayor
Hunter Chang, Council Member
John Chou, Council Member
Calvin Lo, Council Member
PAGE 485 of 496
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 detail on each category of investment.

City of San Marino
Cash and Investments Portfolio Summary Allocation
Petty Cash on City Premises $ 2,197 0%
Cash in Bank-checking accounts 4,235,751 11%
Cash in Bank-IMMA 7,784,753 21%
CERBT Section 115 Trust 800,000 2%
CEPPT Section 115 Trust 1,500,000 4%
Deposits with LAIF 12,770,915 35%
Certificates of Deposit 5,669,000 15%
Treasury Obligations - 0%
US Government Agency Securities 3,250,000 9%
Municipal Securities 979,500 3%
Cash and Investments $ 36,992,117 100%
PAGE 486 of 496

PORTFOLIO PERFORMANCE
As of 4/30/25, the annual percentage yield earned on the bank IMMA is

3.56%. The effective yield for LAIF deposits is 4.281%. The average yield on CDs is 3.21%. The average yield on US Government Agency Securities is

1.642%. The effective yield on Municipal Securities is 4.218%. Total combined portfolio yield for April 2025 is 3.61%.

Local Agency Investment Fund (LAIF)
Average Monthly Effective Yields
2023 2024 2025
Jan 2.425 4.012 4.366
Feb 2.624 4.122 4.333
Mar 2.831 4.232 4.313
Apr 2.870 4.272 4.281
May 2.993 4.332
Jun 3.167 4.48
Jul 3.305 4.516
Aug 3.434 4.579
Sep 3.534 4.575
Oct 3.67 4.518
Nov 3.843 4.477
Dec 3.929 4.434
Total Cash and Investments
2023 2024 2025
Jan $42,597,554 $39,122,223 $38,498,486
Feb $43,137,917 $38,930,344 $ 37,958,423
Mar $40,882,226 $37,428,779 $ 32,575,434
Apr $44,354,391 $42,745,381 $ 36,992,117
PAGE 487 of 496
May $46,423,758 $45,009,003
Jun $43,117,061 $43,336,679
Jul $37,719,068 $36,943,792
Aug $35,726,641 $35,154,415
Sep $33,058,478 $34,014,793
Oct $31,757,354 $31,862,773
Nov $30,557,552 $30,699,222
Dec $37,017,250 $38,226,238

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 April 2025.”

ATTACHMENTS

1.Treasurer’s Report as of April 30,2025
PAGE 488 of 496
Maturity Par Bank Market
Deposit/Investment Type Bank/Issuer Date Value Balance Value Rate Cash on Premises
Petty Cash & Cash Drawer City Hall 522.77 522.77 522.77 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 Lacy Park 950.00 950.00 950.00 Petty Cash Police Department - - -
2,197 2,197 2,197
Cash in Bank-checking accounts
Investment Transaction Interest Account US Bank-153xxxx77181 16,018 16,018 16,018 Investment Transaction Interest Account BMO Bank 205-XXX-X - - - General Operating East West Bank-00-811xx753 4,219,733 4,219,733 4,219,733 Payroll (ZBA) East West Bank-00-811xx761 - - -
Worker's Compensation (ZBA) East West Bank-00-811xx779 - - - Sub total 4,235,751 4,235,751 4,235,751
Cash in Bank-money market account
Money Market East West Bank-00-811xx787 7,784,753 7,784,753 7,784,753 3.56% Total Cash in Bank 12,020,504 12,020,504 12,020,504
Maturity Par Book Market
Deposit/Investment Type Bank/Issuer Date Value Value Value Rate Investments
Pooled Funds California Employers' Retiree Benefit Trust (CERBT) 800,000 800,000 960,348 Pooled Funds California Employers' Pension Prefunding Trust (CEPPT) 1,500,000 1,500,000 1,653,519 Pooled Funds State of California Local Agency Investment Fund (LAIF) 12,770,915 12,770,915 12,781,760 4.281% US Bank Safekeeping HSBC Bank USA NA CUSIP #44329ME33 (FDIC #57890) 05/07/25 248,000 248,000 247,830 1.30% US Bank Safekeeping Commercial Bank Harrogate TN CUSIP #20143PES5 (FDIC #22354) 05/13/25 248,000 248,000 248,073 5.00% US Bank Safekeeping Celtic Bank CUSIP #15118RZA8 (FDIC #57056) 07/15/25 249,000 249,000 248,432 3.20% US Bank Safekeeping Barclays Bank Delaware CUSIP #0674KRW9 (FDIC #57203) 07/28/25 243,000 243,000 243,461 5.10% US Bank Safekeeping Amerant Bank NA CUSIP #02357QBZ9 (FDIC #22953) 08/11/25 243,000 243,000 243,513 5.10% US Bank Safekeeping Northern Bank & Trust MA CUSIP #66476QEC8 (FDIC #18266) 08/18/25 243,000 243,000 243,520 5.05% US Bank Safekeeping Wells Fargo Bank NA CUSIP #949764EZ3 (FDIC #3511) 08/22/25 248,000 248,000 248,639 5.10% US Bank Safekeeping Capital One Nat'l Assn CUSIP #14042RQC8 (FDIC #4297) 11/17/25 248,000 248,000 243,621 0.90% US Bank Safekeeping BankUnited NA CUSIP #066519RX9 (FDIC #58979) 12/08/25 249,000 249,000 244,643 1.25% US Bank Safekeeping Goldman Sachs Bank USA CUSIP #38149MWH2 (FDIC #33124) 05/19/26 249,000 249,000 240,909 0.90% US Bank Safekeeping Bank of America NA CUSIP #06051XEG3 06/08/26 245,000 245,000 247,623 5.05% US Bank Safekeeping UBS Bank USA CUSIP #90348JM72 (FDIC #57565) 06/16/26 250,000 250,000 241,174 0.85% US Bank Safekeeping Toyota Financial SGS BK CUSIP #89235MLC3 (FDIC #57542) 07/15/26 248,000 248,000 238,973 0.95% US Bank Safekeeping Bank Hapoalim B. M. CUSIP #06251A2Y5 (FDIC #33686) 07/23/26 248,000 248,000 238,812 0.95% US Bank Safekeeping Synchrony Bank CUSIP #87164WA24 08/13/26 248,000 248,000 238,235 0.90% US Bank Safekeeping State Bank of India CUSIP #856285XL0 (FDIC #33682) 09/28/26 248,000 248,000 238,123 1.15% US Bank Safekeeping Citibank NA CUSIP #17312Q4A4 (FDIC #7213) 09/29/26 243,000 243,000 246,353 5.10% US Bank Safekeeping Morgan Stanley Bank NA CUSIP #61773TDG5 (FDIC #32992) 04/20/27 246,000 246,000 239,906 2.75% US Bank Safekeeping Popular BK New York BRH IN CUSIP#73317ADB5 06/07/27 245,000 245,000 248,698 4.80% US Bank Safekeeping Morgan Stanley Private BK NATL CUSIP#61768E4S9 06/07/27 245,000 245,000 249,164 4.90% US Bank Safekeeping Medallion BK Utah CUSIP#58404DVG3 06/21/27 245,000 245,000 248,531 4.75% US Bank Safekeeping BNY Mellon NA INSTL CTF DEP CUSIP#05584CPT7 06/20/28 245,000 245,000 248,255 4.50% US Bank Safekeeping Sallie Mae Bank Murray Utah CD CUSIP#795451DK6 07/17/29 245,000 245,000 249,003 4.50% 5,669,000 5,669,000 5,625,488 3.21%
Treasury Obligations
None None - - - 0.00%
City of San Marino
As of April 30 2025
Treasurer's Report
PAGE 489 of 496
Maturity Par Bank Market
City of San Marino
As of April 30 2025
Treasurer's Report
US Government Agency Securities
US Bank Safekeeping Federal Home Loan Bank CUSIP #3130AN4N7 07/14/25 1,000,000 1,000,000 992,663 0.720% US Bank Safekeeping Federal Farm Credit Bank CUSIP #3133ENCD0 10/27/25 1,000,000 1,000,000 984,887 1.040% US Bank Safekeeping Federal Farm Credit Bank CUSIP #3133EMH21 06/15/26 250,000 250,000 241,120 0.900% US Bank Safekeeping Federal Farm Credit Bank CUSIP #3133ENHC7 12/14/26 500,000 500,000 482,647 1.600% US Bank Safekeeping Federal Home Loan Bank CUSIP #3130B1L70 05/26/28 500,000 500,000 503,319 5.100% 3,250,000 3,250,000 3,204,635 1.642%
Municipal Securities
US Bank Safekeeping Univ CA REGTS MED CTR Pool Rev CUSIP #913366EN6 05/15/25 500,000 504,865 500,195 5.785% US Bank Safekeeping California ST GO Taxable CUSIP #13063DMA3 04/01/26 500,000 474,635 492,850 2.650% 1,000,000 979,500 993,045 4.218%
9,898,500 9,823,169 9,919,000
Total Cash & Investments 37,012,617 36,992,117 37,241,498 3.61% Hillary Guirola-Leon May 15, 2025
Hillary Guirola-Leon, Interim City Treasurer
I hereby certify that this report is in compliance with the City’s Investment Policy as adopted by the City Council on April 10, 2024, 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.

PAGE 490 of 496
LAIF
Date Type of Transaction Amount Notes
4/3/2025 LAIF Deposit 520,000
4/15/2025 LAIF Deposit 750,000
East West Bank Money Market Account
Date Type of Transaction Amount Notes
4/2/2025 Transfer to East West Bank Operating Account (200,000) To Cover Operating Expenses for Month of April 2025 4/9/2025 Transfer to East West Bank Operating Account (400,000) To Cover Operating Expenses for Month of April 2025 4/16/2025 Transfer to East West Bank Operating Account (1,350,000) To Cover Operating Expenses for Month of April 2025 4/23/2025 Transfer to East West Bank Operating Account (350,000) To Cover Operating Expenses for Month of April 2025 4/30/2025 Transfer to East West Bank Operating Account (900,000) To Cover Operating Expenses for Month of April 2025 US Bank
Date Type of Transaction Amount Notes
4/3/2025 Transfer to LAIF (520,000)
4/7/2025 American Express Natl Bank CUSIP #02589AC34 (FDIC #27471) matured 246,000 4/8/2025 BMW Bank of North America CUSIP #05580AL85 (FDIC #35141) matured 246,000 4/14/2025 Triad Business Bank CUSIP #89580DAX0 (FDIC #59188) matured 248,000 4/15/2025 Transfer to LAIF (750,000)
CalPERS CERBT Trust
Date Type of Transaction Amount Notes
No transactions this month
CalPERS CEPPT Trust
Date Type of Transaction Amount Notes
No transactions this month
PAGE 491 of 496
PAGE 492 of 496
PAGE 493 of 496
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 04/30/2025) 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
Yi Liu, VP- Financial Quantitative Analyst
East West Bank
4/30/2025
Signature Date
Lily Li, VP- Assistant Treasury Operation Manager
5/5/2025 5/5/2025
PAGE 494 of 496
Weekly Call Report
Local Agency Security Program
California Department of Financial Protection and Innovation Institution Name: East West Bank CID #: 194
Total
Mailing Address:

Weekly Report As of Date:
135 N Los Robles Ave, 8th Floor , Pasadena, CA 91101
4/30/2025 Submission Date: 5/5/2025
Pool #1 (x110%) Pool #2 (x150%) Pool #3 (x105%)
$ -
$ -
$ -
$ -
Less: CDAR Deposits: $ -
$ -
$ -
$ -
$ -
$ -
Total Deposits & Accrued Interest:

Less: Deposits Subject to Waivers:

Less: Interest:

Less: Uncollected Funds:
$ -
$ 796,469,308.22
$ -
$ -
$ 467,363,930.56
$ 1,698,205,214.09
$ 472,299,085.23
$ -
$ -
$ 467,363,930.56
$ 1,698,205,214.09
$ 472,299,085.23
Federal Home Loan Bank of San
Francisco
Minimum Collateral Required:
$ -
$ -
$ -
$ 758,542,198.30
$ 796,469,308.22
$ - $ 758,542,198.30
$ -
$ -
$ -
Less: Other (Specify on Line 17):

Total Secured Deposits:
$ 38,530,691.79
Agent of Depository:

VP- Assistant Treasury Operation Manager
VP- Financial Quantitative Analyst
Authorizer #1 Name:

Authorizer #2 Name:

Authorizer #1 Title:

Authorizer #2 Title:

Lily Li
Yi Liu
6267686949
[email protected]
Description of Other Deposits:
$ 835,000,000.00
Excess/Deficiency in Pledged Collateral: $ 38,530,691.79 Preparer Name:

Preparer Title:

Preparer Phone #:

Preparer Email Address:

Shan Xu
Treasury Analyst
Market Value of Pledged Securities as of
Weekly Report Date: $ -
$ -
$ -
$ -
$ 835,000,000.00
PAGE 495 of 496
April 4.281
March 4.313
February 4.333
January 4.366
December 4.434
November 4.477
PMIA Average Life(1): 244
LAIF Fair Value Factor(1): 1.000849191
PMIA Daily(1): 4.30
PMIA Quarter to Date(1): 4.34
LAIF Apportionment Rate(2): 4.48
LAIF Earnings Ratio(2): 0.00012266258268207
LAIF Administrative Cost(1)*: 0.26
Treasuries

55.01%
Agencies

24.52%
Certificates of
Deposit/Bank Notes

9.49%
Time
Deposits

3.06%
Commercial
Paper

7.20%
Corporate
Bonds

0.58%
Loans

0.14%
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 California, Office of the Controller
PMIA Average Monthly
Effective Yields(1)
PMIA/LAIF Performance Report
as of 05/15/25
Daily rates are now available here. View PMIA Daily Rates Quarterly Performance
Quarter Ended 3/31/25
Chart does not include $1,113,000.00 in mortgages, which equates to 0.001%. Percentages may not total 100% due to rounding.

Pooled Money Investment Account
Monthly Portfolio Composition (1)
4/30/25
$172.8 billion
PAGE 496 of 496

San Marino City CouncilMay 30, 2025

San Marino City Council
May 30, 2025