Agenda packet, regular meeting, first session — San Mateo City Council, September 8, 2026 (part 1 of 3)

CITY OF SAN MATEO
City Council Regular Meeting
September 8, 2026
7:00 PM
City Hall Council Chamber
Entrance is on O’Farrell Street

COUNCIL MEMBERS
Adam Loraine
Nicole Fernandez
Danielle Cwirko-Godycki
Lisa Diaz Nash
Robert Newsom Jr.

AGENDA
THIS MEETING CAN BE ATTENDED IN PERSON OR REMOTE BY JOINING ZOOM – SEE CODES BELOW.

PUBLIC COMMENTS WILL BE ACCEPTED BOTH IN PERSON AND REMOTELY .

SEE END OF AGENDA FOR OPTIONS AND INSTRUCTIONS ON HOW TO PARTICIPATE IN THE MEETING.

To join via Zoom – click here:

S
eptember 8, 2026
To join via telephone: (408) 638-0968
Webinar ID: 841 6164 1584 No Passcode Required
The City Council meeting will conclude by 11:00 p.m. unless otherwise extended by council vote.

Any unheard items will automatically move forward to the next regular meeting.

CALL TO ORDER
Pledge of Allegiance
Roll Call

CEREMONIAL

1. Emergency Preparedness Month – Proclamation

2. Domestic Violence Awareness – Proclamation

3. Suicide Prevention Month – Proclamation

CONSENT CALENDAR
All matters listed under the Consent Calendar are considered by the Council to be routine and will be enacted by one motion without discussion. If discussion is desired, that item may be removed and considered separately.

4. City of San Mateo Conflict of Interest Code – 2026 Biennial Update Adopt a Resolution to update the City of San Mateo’s conflict of interest code to account for the addition, deletion, and modification of positions listed as “designated employees" and to make other revisions.

CEQA: This Resolution is not a project subject to CEQA, because it is an organizational or administrative activity that will not result in direct or indirect physical changes in the environment. (CEQA Guidelines Section 15378(b) (5).))

5. Municipal Code Amendments — Ordinance Adoption
Adopt an Ordinance to amend San Mateo Municipal Code Titles 17, 23, and 26 to address General Plan Policies and development review procedures, adopt California Department of Transportation Standards by reference,

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authorize the Director of Public Works to administratively update minor revisions to the Public Works Engineering Standards, and repeal Section 23.16.020.

CEQA: This Ordinance adoption is not a project subject to CEQA, because it is an organizational or administrative activity that will not result in direct or indirect physical changes in the environment. (CEQA Guidelines Section 15378(b)(5).)

6. County Reimbursement — Agreement
Approve an agreement with the County of San Mateo for the City to reimburse the County for legal services in an amount up to $50,000, with a $10,000 contingency; and authorize the City Attorney to execute the agreement.

CEQA: This item is not a project subject to CEQA, because it can be seen with certainty that it will not cause a physical change in the environment. (Public Resources Code Section 21065.)

7. Investment Report — Quarter ending June 30, 2026
Receive the quarterly investment report for the period ending June 30, 2026.

CEQA: This quarterly investment report is not a project subject to CEQA, because it is a government fiscal activity which does not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment. (CEQA Guidelines Section 15378(b)(4).)

8. San Mateo County Gun Relinquishment Task Force — Amendment Approve Amendment No. 2 to the agreement with the County of San Mateo to maintain the assignment of one Police Officer to the Gun Relinquishment Task Force by extending the term for two years through November 20, 2028, and increasing the amount reimbursable to the City by $600,000 for a new cumulative total reimbursable amount of $1,900,000; and authorize the Chief of Police to sign the agreement in substantially the form presented.

CEQA: This action is not a project subject to CEQA, because it is an organizational or administrative activity that will not result in direct or indirect physical changes in the environment. (CEQA Guidelines Section 15378(b)(5).)

9. Police Department Budgeted Positions — Adoption
Adopt a Resolution amending the Fiscal Year 2026-2027 budget and authorizing the addition of 1.00 Full-Time Equivalent (FTE) Management Analyst I/II position in the Police Department, and the reduction of 1.05 FTE in per diem positions.

10. Consolidated Annual Progress and Evaluation Report for the Community Development Block Grant 2025-26 — Adoption
Adopt the 2025-26 Consolidated Annual Progress and Evaluation Report (CAPER) and direct staff to submit it to the United States Department of Housing and Urban Development (HUD).

CEQA: This administrative review of the 2025-26 CAPER is not a project subject to CEQA, because it can be seen with certainty that it will not cause a physical change in the environment. (Public Resources Code Section 21065.)

11. Congregate Nutrition Program — Agreement
Approve an interagency agreement with the County of San Mateo for Fiscal Year 2026-2027 to partially fund a congregate nutrition program at the Dr. Martin Luther King Jr. Community Center through the Older Americans

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Act up to $62,460; and authorize the Director of Parks and Recreation to execute the agreement.

CEQA: This agreement is not a project subject to CEQA, because it can be seen with certainty that it will not cause a physical change in the environment. (Public Resources Code Section 21065.)

12. Alameda and Surrounding Neighborhoods Tree Pruning Project — Agreement Approve an agreement with West Coast Arborists, Inc. for tree pruning in the amount of $113,850.00; authorize a 10% contingency of $11,385.00, for a total amount not to exceed $125,235; and authorize the Interim Director of Parks and Recreation to execute the agreement in substantially the form presented and issue change orders within the contingency amount.

CEQA: This Agreement is categorically exempt from CEQA as an “existing facility,” because it consists of the operation, repair, maintenance, permitting, leasing, licensing, or minor alteration of existing public or private structures, facilities, mechanical equipment, or topographical features, involving negligible or no expansion of use. (CEQA Guidelines Section 15301.)

13. 2026 Sanitary Sewer Root Foaming (North Basin) — Agreement Award an agreement to Duke’s Root Control, Inc. for the 2026 Sanitary Sewer Root Foaming (North Basin) project in an amount not to exceed $415,950.13; establish a contingency reserve of $40,000.00; and authorize the Public Works Director to execute the agreement in substantially the form presented and issue change orders within the contingency amount.

CEQA: This project is categorically exempt from CEQA as an “existing facility,” because it consists of the operation, repair, maintenance, permitting, leasing, licensing, or minor alteration of existing public or private structures, facilities, mechanical equipment, or topographical features, involving negligible or no expansion of existing or former use. (CEQA Guidelines Section 15301.)

14. Annual Sewer Basin Rehabilitation – Agreements
Approve four on-call professional consultant services agreements with a total value of $8,000,000 with CSG Consultants, Inc., Schaaf & Wheeler - Consulting Civil Engineers, Carollo Engineers, Inc., and Freyer & Laureta, Inc. for various sewer pipe rehabilitation projects in amounts not to exceed $2,000,000 for each consultant and authorize the Public Works Director to execute the agreements, issue project-specific task orders, and execute amendments within the agreement amounts.

CEQA: These agreements are categorically exempt from CEQA as an “existing facility,” because the scope of work consists of the operation, repair, maintenance, permitting, leasing, licensing, or minor alteration of existing public or private structures, facilities, mechanical equipment, or topographical features, involving negligible or no expansion of existing or former use. (CEQA Guidelines Section 15301.)

15. Marina Library Structural Improvement Project — Budget Transfer Adopt a Resolution to authorize a budget transfer in the amount of $500,000 from the General Fund balance within the Capital Fund to the Marina Library Structural Improvement Project.

CEQA: This action is not a project subject to CEQA, because it is a government fiscal activity which does not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment. (CEQA Guidelines Section 15378(b)(4).)

16. 2
nd
and El Camino Real Garage Traffic Coating Project — Agreement

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Award an agreement to Angelus Waterproofing & Restoration, Inc. for waterproofing and protective measures at the 2nd and El Camino Real Garage in the amount of $244,777.00; establish a contingency reserve in the amount of $24,000.00; and authorize the Public Works Director to execute the contract in substantially the form presented and issue change orders within the contingency amount.

PUBLIC COMMENT
Members of the public wishing to comment on any item not appearing on the agenda may address the City Council at this time. State law prevents Council from taking action on any matter not on the agenda; your comments may be referred to staff for follow up.

Public comment is limited to a total of 15 minutes; however, an opportunity for additional public comment may be provided later in the agenda.

OLD BUSINESS

17. Housing Fund — Informational Update
Receive an update on the status of the City’s housing funds and provide direction on funding strategy and prioritization for the next five years.

CEQA: This study session is not a project subject to CEQA, because it can be seen with certainty that it will not cause a physical change in the environment. (Public Resources Code Section 21065.)

PUBLIC HEARING
City Council action on the following public hearing(s) represents a final decision concluding all administrative proceedings. Judicial review may be had only if a petition is filed with the Court not later than the 90th day following the date the decision is made.

Judicial review of environmental determinations may be subject to a time period for litigation as short as 30 days following the date the decision is made.

18. High-Density Mixed-Use and Multi-Family Districts, and Zoning Code Updates — Ordinance Introduction Introduce an Ordinance to make various amendments to Title 27 “Zoning” of the San Mateo Municipal Code to establish four new high density zoning districts consistent with General Plan 2040 and make minor revisions to various sections to update outdated language and correct inconsistencies.

CEQA: The proposed Ordinance is statutorily exempt from the requirements of the California Environmental Quality Act (CEQA) pursuant to Section 21080.17 of the Public Resources Code and Section 15183 of the CEQA Guidelines. CEQA Guidelines Section 15183 provides a statutory exemption for projects that are consistent with a previously adopted General Plan, Community Plan, or Zoning ordinance for which an Environmental Impact Report (EIR) was certified. The General Plan 2040 and Climate Plan Update Final EIR, finalized in January 2024, evaluated development impacts associated with approximately 19,764 residential units and 3,186,000 square feet of nonresidential floor area. The proposed Zoning Code amendments are intended to facilitate development capacity consistent with the General Plan and would support the development of additional residential units and nonresidential floor area within the growth assumptions already analyzed in the EIR.

CLOSED SESSION
The public will have an opportunity to comment before the Council’s consideration of these items. Following the meeting a report of action from Closed Session will be provided if required.

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19. Conference with Labor Negotiators (Government Code Section 54957.6) City designated representatives: Aracelia Esparza, Gizelle Huynh, Abby Veeser, Stacey Cue- IEDA Consultant Employee organization: San Mateo Safety Management Association (SMSMA)

20. Conference with Labor Negotiators (Government Code Section 54957.6) City designated representatives: Aracelia Esparza, Gizelle Huynh, Abby Veeser, and Stacey Cue- IEDA Consultant Employee organization: Service Employees International Union (SEIU)

21. Conference with Labor Negotiators (Government Code Section 54957.6) City designated representatives: Aracelia Esparza, Gizelle Huynh, Abby Veeser, and Stacey Cue- IEDA Consultant Employee organization: San Mateo Police Officers’ Association (SMPOA)

22. Conference with Labor Negotiators (Government Code Section 54957.6) City designated representatives: Aracelia Esparza, Gizelle Huynh, Abby Veeser, and Stacey Cue- IEDA Consultant Employee organization: San Mateo Police Sergeants’ Association (SMPSA)

REPORTS, ANNOUNCEMENTS, AND COMMITTEE UPDATES
City Manager, City Attorney and Council Members report on their various assignments and liaison roles and Council requests for scheduling future items.

ADJOURNMENT
----------------------------------------------------------------------------------------------------------------------------- AGENDAS:

Agendas and material are posted on the City’s website on the Friday preceding each Council Meeting and can be viewed on the City's website at
www.cityofsanmateo.org
. Any supplemental material distributed to the Council after the posting of the agenda will be made part of the official record.

WATCHING A MEETING ON TV:

City Council meetings are broadcast live on Comcast/channel 27, Astound/channel 26, or AT&T/channel 99.

For transmission problems during the broadcast, please call (650) 522-7099. For all other broadcast comments, call (650) 522-7040, Monday-Friday, 8 a.m. - 5 p.m.

WATCHING A MEETING ON A COMPUTER:

There are three ways to stream.
1) Public Meeting Portal
www.cityofsanmateo.org/publicmeetings
2) City YouTube channel and stream it on YouTube:
http://youtube.com/CityofSanMateo
3) Watch TV live stream:
https://www.cityofsanmateo.org/193/Channel-San-Mateo-Live-Stream

PUBLIC COMMENTS/REQUEST TO SPEAK
Prior to the Meeting
Send comments to:
[email protected]
until 4 p.m. the day of the meeting.

During the meeting
By Zoom:

Click the link at the top of the agenda and you’ll be added to the meeting. All attendees are muted by default. When the item of interest is open for consideration, select the “Raise Your Hand” icon and you will be called on at the appropriate time.

By telephone:

Call (408) 638-0968 and enter the conference ID found at the top of the meeting agenda. When the item of interest is open for consideration, select *9 to raise your hand. When called upon, press *6 to unmute, state your name and provide your comments.

In Person:

At the meeting complete a “Request to Speak” form. Organized Group and Presentations: Up to five (5) minutes for a group presentation, with as many speakers as can be accommodated within that time allowance. To qualify for a group presentation, all individuals associated with the presentation must be clearly identified and confirmed as in attendance at the meeting. Presentation materials must be submitted to [email protected] one (1) business day in advance of the meeting.

Presentations:

PowerPoints, videos, or other media to be presented during public comment are accepted only by email to [email protected] at least 24 hours prior to the meeting. Once received, the Clerk will have them shared at public comment for the specified item. To uphold strong cybersecurity management practices, USB’s or other physical electronic storage devices are not accepted.

Signs:

Signs and symbolic materials less than 2 feet by 3 feet are permitted provided that: (1) sticks, posts, poles or similar/other type of handle objects are strictly prohibited; (2) the items do not create a facility, fire, or safety hazard; and (3) persons with such items remain seated when displaying them and must not raise the items above shoulder level, obstruct the view or passage of other attendees, or otherwise disturb the business of the meeting.

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ACCESSIBILITY:

In compliance with the Americans with Disabilities Act and to ensure meaningful access for all participants, including those with limited English proficiency, individuals requiring special accommodation or language assistance to participate in this meeting may contact the City Clerk’s Office at (650) 522-7040 or [email protected]. Notification 48 hours prior to the meeting will enable the City to make reasonable arrangements to ensure accessibility to this meeting.

SPANISH INTERPRETATION
:

If you need interpretation of your communications to the City Council from Spanish to English or English to Spanish, please contact the City Clerk Department at (650) 522-7040 or by email at [email protected]. Notification of at least 48 hours will usually enable the City to make arrangements.

INTERPRETACIÓN AL ESPAÑOL
:

Si necesita interpretación del inglés al español o del español al inglés para sus comunicaciones al Concejo de la Ciudad, comuníquese con el Departmento del Secretario Municipal al (650) 522-7040 o por correo electrónico a [email protected]. Por favor, avísenos con al menos 48 horas de anticipación para que la ciudad pueda hacer los arreglos necesarios.

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CITY OF SAN MATEO

CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 4 Section Name: CONSENT CALENDAR Account Number: 10-1511 File ID: 26-11590 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: City Clerk's Office
MEETING DATE: September 08, 2026
SUBJECT:

City of San Mateo Conflict of Interest Code – 2026 Biennial Update RECOMMENDATION:

Adopt a Resolution to update the City of San Mateo’s conflict of interest code to account for the addition, deletion, and modification of positions listed as “designated employees" and to make other revisions.

BACKGROUND:

The Political Reform Act of 1974 requires, among other things, that local government agencies adopt and maintain a conflict of interest code. Like most cities, the City of San Mateo many years ago adopted a “model” conflict of interest code prepared by the Fair Political Practices Commission. The model code establishes the substantive requirements relating to the disclosure of financial interests and the requirements for disqualification from participation in decisions in which City employees and other officials might have a private, financial interest. Cities adopting the model code need only adopt a list designating those employees subject to the conflict of interest code’s financial interest disclosure requirements and specifying the scope of interests those designated employees must disclose.

In addition to imposing the requirement to adopt a local code including the listing of designated employees, the Political Reform Act requires cities to review their codes on at least a biennial basis (to be conducted each even numbered year) to ensure that the code reflects the organization’s current staffing.

A review of the City of San Mateo’s conflict of interest code revealed that revisions were required due to the addition of positions not previously listed, and the deletion of positions that have been eliminated or which do not meet the decision- making threshold to necessitate the need to file. The exhibit attached to the resolution included with this report reflects these changes.

The list of designated employees and officials does not include Council Members, Planning Commissioners, the City Manager, the City Attorney, and the Finance Director. These positions are not included in the local code because they are already required by state law (Government Code Section 87200) to disclose their financial interests.

Effective January 1, 2026, the Senior Management Analyst position within the Finance Department was also added as a designated position under SB 852, which amended the Political Reform Act to clarify that individuals who manage or participate in the management of public investments on behalf of a local agency are considered "public officials" for purposes of financial disclosure.

Additionally, the conflict of interest code has been revised to include members of the City of San Mateo Joint Powers Financing Authority, or “Financing JPA.” The Financing JPA was formed in 1993, and its governing board is comprised of members of the San Mateo City Council. The Financing JPA adopted bylaws that require the adoption of a conflict of

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CITY OF SAN MATEO
interest code as well as a resolution that incorporates the City’s conflict of interest code by reference. However, the code was never amended to include members of the Financing JPA governing board. That oversight has now been corrected in this year’s version.

BUDGET IMPACT:

There is no budgetary impact associated with this item.

ENVIRONMENTAL DETERMINATION:

This Resolution is not a project subject to CEQA, because it is an organizational or administrative activity that will not result in direct or indirect physical changes in the environment. (CEQA Guidelines Section 15378(b)(5).)

STRATEGIC PLAN ALIGNMENT
This staff report supports the Organizational Health and Good Governance initiative.

NOTICE PROVIDED
All meeting noticing requirements were met.

ATTACHMENTS
Att 1 – Proposed Resolution
Att 2 – Conflict of Interest Code Track Changes, Post 2024 Biennial Review to Current 2026 Biennial Review

STAFF CONTACT
Erin Fellers, Management Analyst I
[email protected]
(650) 522-7066

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CITY OF SAN MATEO
RESOLUTION NO. ____ (2026)

UPDATING THE LIST OF DESIGNATED POSITIONS AND DISCLOSURE CATEGORIES FOR THE

CITY OF SAN MATEO CONFLICT OF INTEREST CODES
WHEREAS, the City has adopted a conflict of interest code designating certain positions that must disclose financial interests in conformance with State law; and WHEREAS, State law requires that local conflicts of interest codes be updated to stay current with changes in staffing; and
WHEREAS, the City has conducted its biennial review and has determined that the existing codes must be amended to reflect staffing changes.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN MATEO, CALIFORNIA, HEREBY RESOLVES that:

1. The update to the City of San Mateo Conflict of Interest Codes is not a project subject to CEQA, because it is an organizational or administrative activity that will not result in direct or indirect physical changes to the environment. (CEQA Guidelines Section 15378(b)(5).)

2. The list of designated positions and the disclosure categories for each position, as shown in the attached Exhibit A, is approved.

3. The scope of disclosure categories, described in Exhibit B, is approved.

4. The reference to members of the City of San Mateo Joint Powers Financing Authority governing board, as described in Exhibit C, is approved.

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Resolution No. __ (2026) Page 2 of 6
Conflict of Interest Code – 2026 Biennial Update
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4 EXHIBIT A

LIST OF DESIGNATED EMPLOYEES

POSITIONS DISCLOSURE

CATEGORY

CITY ATTORNEY
Assistant City Attorney 1

CITY CLERK
City Clerk 1
Deputy City Clerk 2
Management Analyst I/II 2

CITY MANAGER
Assistant City Manager 1
Business Manager 1
Communications Manager 1
Economic Development Manager 1
Management Analyst II 1
Senior Management Analyst 1
Sustainability Analyst 1

COMMUNITY DEVELOPMENT
Assistant Planner 1
Associate Planner 1
Building Inspector I/II/Senior 1
Building Official
Business Manager
1 1
Code Enforcement Manager 1
Code Enforcement Officer I/II 1
Community Development Director 1
Deputy Building Official 1
Deputy Community Development Director 1
Development Review Technician I/II/Senior 1
Housing and Neighborhood Services Manager
Housing Specialist I/II/Senior
1 1
Inspection Supervisor 1
Management Analyst I/II
Managing Arborist
1 1
Permit Center Supervisor 1
Plan Checker I/II/Engineer 1
Plan Check Supervisor 1
Planning Manager 1
Principal Planner 1
Senior Management Analyst 1
Senior Building Inspector 1
Senior Code Enforcement Officer 1

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1 3
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5 Senior Development Review Technician 1
Senior Planner 1

FINANCE
Accounting Manager 2
Budget Analyst 2
Budget Manager 2
Deputy Finance Director 1
Management Analyst I/II 2
Payroll Supervisor 2
Senior Management Analyst 2

HUMAN RESOURCES
Human Resources Director
Deputy Director, HR
1 1
HRIS Analyst
Senior Human Resources Analyst
12 21
Senior Risk Management Analyst 21

INFORMATION TECHNOLOGY
Consulting and Applications Manager 2
Director of Information Technology 1
GIS Coordinator 2
Systems and Network Manager 2
Customer Service Manager 2

LIBRARY
City Librarian 1
Deputy City Librarian 1
Senior Management Analyst 2
Supervising Librarian 2
Supervising Library Assistant 2

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5 POLICE
Captain 1
Chief of Police 1
Communications and Public Relations Analyst 2
Business Manager 1
Deputy Chief of Police 1
Downtown Coordinator 2
Police Support Services Analyst 12
Management Analyst I/II 2
Lieutenant 1
Police Technical Services Administrator 1
Senior Business Systems Analyst 2

CITY WIDE
New Positions¹
Consultants²

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5 EXHIBIT B

DISCLOSURE CATEGORIES
Disclosure Category

1. All investment and business positions in business entities, sources of income and interests in real property located or doing business in the City of San Mateo.1

2. Investment and business positions in business entities and all sources of income located or doing business in the City of San Mateo.

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5 EXHIBIT C

POSITIONS DISCLOSURE

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CITY OF SAN MATEO

CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 5 Section Name: CONSENT CALENDAR Account Number: 26-4662 File ID: 26-11619 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: City Clerk's Office
MEETING DATE: September 08, 2026
SUBJECT:

Municipal Code Amendments — Ordinance Adoption
RECOMMENDATION:

Adopt an Ordinance to amend San Mateo Municipal Code Titles 17, 23, and 26 to address General Plan Policies and development review procedures, adopt California Department of Transportation Standards by reference, authorize the Director of Public Works to administratively update minor revisions to the Public Works Engineering Standards, and repeal Section 23.16.020.

BACKGROUND:

On August 17, 2026, the City Council introduced an Ordinance to amend San Mateo Municipal Code Titles 17, 23, and 26 to address General Plan Policies and development review procedures, adopt California Department of Transportation Standards by reference, authorize the Director of Public Works to administratively update minor revisions to the Public Works Engineering Standards, and repeal Section 23.16.020.

If adopted, the Ordinance will become effective 30 days after adoption.

BUDGET IMPACT:

Adoption of these amendments will not have an impact on the City's budget.

ENVIRONMENTAL DETERMINATION:

This Ordinance adoption is not a project subject to CEQA, because it is an organizational or administrative activity that will not result in direct or indirect physical changes in the environment. (CEQA Guidelines Section 15378(b)(5).)

STRATEGIC PLAN ALIGNMENT
This staff report supports the Infrastructure initiative.

NOTICE PROVIDED
In accordance with California Government Code section 6066, a public notice was published in a newspaper of general circulation on July 7 and July 14.

ATTACHMENTS
Att 1 – Proposed Ordinance

STAFF CONTACT
Chantal Eaton, Deputy City Clerk
[email protected]
(650) 522-7044

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1 CITY OF SAN MATEO

DRAFT ORDINANCE

AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF SAN MATEO, CALIFORNIA, APPROVING AMENDMENTS TO CHAPTERS 17.16, 23.16, 23.48, 26.32, AND 26.60 OF SAN MATEO MUNICIPAL CODE WHEREAS, California Government Code Section 66322(b) and San Mateo Municipal Code Section

27.19.060(A) preempt the Department of Public Works from requiring existing driveways to be replaced to standard sidewalk for accessory dwelling unit (“ADU”) projects that convert garages or carports for ADU area; and
WHEREAS, the Department of Public Works, as a matter of practice since the City does not own or maintain any portion of a private sewer lateral, has not required properties to install additional sewer lateral clean outs at property lines; and
WHEREAS, to streamline the process for updating or revising the City’s engineering standards for public improvements, staff proposes to authorize the Director of Public Works to administratively approve minor changes; and
WHEREAS, the Department of Public Works’ current best practice related to construction standards and specifications refer to California Department of Transportation for any standard or specification not addressed by the City’s Engineering Standard; and
WHEREAS, on March 18, 2024, the City Council adopted the comprehensive General Plan update, “Strive San Mateo General Plan 2040” (“General Plan”) which included goals, policies, and actions providing direction for staff; and
WHEREAS, General Plan Policy C 3.3 requires new developments to improve the pedestrian experience adjacent to their sites; and
WHEREAS, General Plan Policy PSF 3.9 and Action PSF 3.18 require private development projects to incorporate and implement stormwater treatment and green infrastructure in the projects; and WHEREAS, General Plan Policy PSF 4.10 and Action PSF 4.14 require private development projects to underground project service utilities and existing overhead adjacent to the projects; and WHEREAS, staff has drafted amendments to the San Mateo Municipal Code to align with state law, engineering and permitting practices, and the General Plan policies listed above.

NOW, THEREFORE, THE COUNCIL OF THE CITY OF SAN MATEO ORDAINS AS FOLLOWS:

Section 1. Section 17.16.010 of the San Mateo Municipal Code is amended as follows:

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1 17.16.010 Conformance with Chapter Required
No building or structure or open paved area designed or used for a garage or for the storing of automobiles, and which is reached by a driveway crossing the sidewalk or public property in front of such building structure or area, shall hereafter be used for such purposes, unless the driveway crossing the sidewalk or public property leading to such building structure or area and the curb in front thereof is built or constructed in conformity with the provisions of this chapter.

Except for the conversion to an accessory dwelling unit, if, at any time, the driveway so constructed is no longer necessary because the building structure or area ceases to be used for the storage of automobiles, is removed or destroyed or access thereto is reoriented, the driveway crossing the sidewalk or public place shall be removed and the curb, gutter, sidewalk and parkway restored in line and to the grade of adjacent curb, gutter, sidewalk and parkway.

When a new driveway is to be constructed upon the same property, the permit required by Section

17.16.030 shall include the removal of any existing driveways no longer necessary.

Section 2. Section 23.16.020 of the San Mateo Municipal Code is repealed.

Section 3. The title of Chapter 23.48 of the San Mateo Municipal Code is amended as follows:

Chapter 23.48
Engineering Standards For Public Improvements
Section 4. Section 23.48.010 of the San Mateo Municipal Code is amended as follows:

23.48.010 Engineering Standards
The following standards, details, specifications and/or policies are requirements for improvements and activities occurring within the public right-of-way or for publicly-owned infrastructure and are in effect in the City of San Mateo:
(a) The City of San Mateo Engineering Standards. That certain document on file with the Director of Public Works, known and designated as “City of San Mateo Engineering Standards” and as adopted by the City Council. The Director of Public Works is delegated the authority to administratively update and/or revise the City of San Mateo Engineering Standards provided the update and/or revisions are limited to making minor clarifications, corrections, or technical changes to the text and diagrams. A copy of these standards shall be available for review by members of the public in the office of the Director of Public Works and also on the City’s website.
(b) Standard Plans and Specifications, California Department of Transportation, latest edition. That certain document on file with the Director of Public Works, known and designated as the “California Department of Transportation Standard Plans and Specifications, latest edition” is hereby adopted by reference and made a part hereof, provided, however, in the event that there is any conflict between the City of San Mateo

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1 Engineering Standards and the California Department of Transportation Standard Plans and Specifications, those of the City of San Mateo Engineering Standards shall control.

Section 5. Section 23.48.020 of the San Mateo Municipal Code is amended as follows:

23.48.020 Special Provisions—Defined—Authorized
"Special provisions" means any provisions which supplement or modify the San Mateo Engineering Standards set forth in the publications referred to in this chapter. When included in plans and specifications for a public works construction project, such provisions shall have precedence over the San Mateo Engineering Standards. The Director of Public Works shall make and include special provisions in any public works construction project when circumstances and conditions warrant.

Section 6. Section 23.48.030 of the San Mateo Municipal Code is repealed.

Section 7. Section 23.48.040 of the San Mateo Municipal Code is repealed.

Section 8. Section 26.32.020 of the San Mateo Municipal Code is amended as follows:

26.32.020 Undergrounding Requires – Exceptions
All utility distribution facilities (including but not limited to electric, communication and cable television lines) existing along a subdivision frontage and those installed in and for the purpose of supplying service to any residential or commercial subdivision shall be placed underground, except as follows:
(a) Equipment appurtenant to underground facilities, such as pedestal mounted terminal boxes and meter cabinets, and concealed ducts. This does not include transformers; (b) Metal poles supporting only high voltage wires, switches, transformers and street lights.

For the purposes of this chapter, utility distribution facilities for electrical power shall mean facilities carrying nominal voltages of less than thirty-four thousand five hundred volts, and the subdivider shall be responsible for all utility facilities’ underground placement up to the nearest feasible points of connection beyond the subdivision frontage.

Section 9. Section 26.60.010 of the San Mateo Municipal Code is amended as follows:

26.60.010 General Requirements
(a) The subdivider shall improve, or shall execute an agreement in writing to improve all public and private streets, pathways and easements, and to install such other improvements as are required by this title as are necessary for the general use of lot owners in the subdivision, local neighborhood traffic, drainage needs, and utility services.
(b) The subdivider shall submit a complete set of plans, profiles, cross sections and specifications for improvements in conformity to the City’s current Engineering Standards for Public Improvements on

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1 reproducible material or electronic media acceptable to the Director of Public Works for their check and approval. The scale of the plans and the size of the sheets shall be subject to approval by the Director of Public Works. If the Director of Public Works approves same, they shall certify their approval on the face of the tracings and/or other reproducible material.
(c) The Director of Public Works, or such other representatives as may be authorized by the Council, shall have the right to enter upon the site of said improvements for the purpose of inspecting the same. The Director of Public Works shall be furnished with such samples or materials as they may require for making tests to determine the acceptability of such materials. Prior to beginning the work on all or any portion of a subdivision, or prior to filing the final map with the Council, the subdivider shall deposit with the City an amount equal to the estimated actual cost for the inspection of the work and the cost of checking materials for said improvements during the entire period of construction of said subdivision or portion thereof. If the amount so deposited exceeds the actual cost to the City, the subdivider shall be reimbursed the balance of the deposit.

Should the actual cost exceed the deposited amount, the Director of Public Works shall stop all construction until the subdivider shall present a receipt for a deposit with the City of such additional sum as the Director of Public Works may estimate.
(d) No improvement work shall be commenced until improvement plans and specifications have been submitted to and approved by the Director of Public Works, the San Mateo Consolidated Fire Department, the Building Official, or their designees.
(e) Improvements shall be installed in accordance with the approved plans and specifications to permanent line and grade to the satisfaction of the Director of Public Works, or Building Official in the case of private improvements, who shall supervise the work. All work shall be subject to such inspections as they may deem necessary to protect the interest of the City. In no case shall the improvements be less substantial than required by the design standards and specifications and the City standard specifications in effect at the time the plans and specifications are approved, and all grading and major vegetation removal in connection therewith shall conform to all requirements of chapter 23.40.

Section 10. Section 26.60.020 of the San Mateo Municipal Code is amended as follows:

26.60.020 Minimum Improvements
The minimum improvements within the subdivision and the subdivision’s public right-of-way frontage which the subdivider shall make, or agree to make, at its expense prior to acceptance and approval of the final map by the City shall be:
(a) All grading, curbs, gutters, paving (including base, subbase, and surface course), drainage pipes, and drainage structures necessary to serve the subdivision and prevent flooding of the subdivision and frontage; and (b) Stormwater treatment measures to treat runoff of the subdivision and the subdivision’s public right- of-way frontage (up to the center of the street), in accordance with State regulatory mandates; and

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0 1
1 (c) Street name signs, traffic warning signs, required traffic and crosswalk lines, guard rails, pedestrian crossings, and other traffic and pedestrian control devices, all in accordance with the City Engineering Standards and adopted City plans; and
(d) Sidewalks, pedestrian paths, curb ramps, and similar pedestrian features to provide either: (1) a 10- foot minimum sidewalk width, inclusive of pedestrian through zones and landscape strips and amenity zones (“effective sidewalk”); or (2) the minimum effective sidewalk width for adopted City plans, whichever is greater; and
(e) Bicycle lanes, shared-use paths, and other bicycle facilities as identified in adopted City plans; (f) Fire hydrants with required appurtenances;
(g) A water supply service system;
(h) A sanitary sewer system and appurtenant structures with laterals for each lot intended for residential use, and for lots intended for other uses, such connections as may be required. All sewer laterals shall be indicated on plans giving the location from the closest lot corner and depth of lateral; (i) Street plantings, landscaping, trees, and irrigation pursuant to adopted City plans; (j) Underground communications and electrical distribution facilities; (k) Undergrounding of existing overhead utilities;
(l) A gas distribution system;
(m) Earth retention structures;
(n) Street roadway lighting, and for pedestrian corridors identified in an adopted City Plan, pedestrian- scale lighting;
(o) Underground ducting and appurtenant structures for traffic signals; and (p) Public sanitary sewer system or storm drain system extensions or capacity improvements to serve new, increased, or intensified flows as identified through technical studies performed by the subdivider.

Section 11. Section 26.60.030 of the San Mateo Municipal Code is amended as follows:

26.60.030 Guarantees
(a) The subdivider shall guarantee the workmanship of all improvements specified in this chapter and installed by or under its direction. The subdivider shall make, or agree in writing to make, the necessary repairs or modifications for damage which may result from storm caused erosion or landslides and to correct errors in the design or construction of any facility for a period of one year from the date of completion as described below.

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1 Section 12. Section 26.60.040 of the San Mateo Municipal Code is amended as follows:

26.60.040 Completion Plans
The subdivider shall cause the improvement plans to be amended to show the improvements "as built." Said "as built" plans shall be on polyester base film or electronic media.

Upon receipt of said "as built" plans, the Director of Public Works shall recommend formal acceptance by the Council when he or she is fully satisfied that the improvements have been installed in complete conformance with the provisions of this title.

Elevations related to the City datum shall be shown on the "as built" improvement plans as required above for all monuments in the subdivision.

Section 13. Environmental Determination. In accordance with California Environmental Quality Act (CEQA) Guidelines, section 15378(b)(5), this project is not a project subject to CEQA, because it is an organizational or administrative activity that will not result in direct or indirect physical changes in the environment.

Section 14. Severability. In the event any section, clause or provision of this ordinance shall be determined invalid or unconstitutional, such section, clause or provision shall be deemed severable and all other sections or portions hereof shall remain in full force and effect.

Section 15. Publication. This Ordinance shall be published in summary in a newspaper of general circulation, posted in the City Clerk's Office, and posted on the City's website, all in accord with Section 2.15 of the City Charter.

Section 16. Legislative History and Effective Date. This Ordinance was introduced on Clerk to complete., and adopted on Clerk to complete., and shall be effective 30 days after its adoption.

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CITY OF SAN MATEO

CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 6 Section Name: CONSENT CALENDAR Account Number: 10-1711 File ID: 26-11586 TO: City Council
FROM: Prasanna W. Rasiah, City Attorney
PREPARED BY: City Attorney's Office
MEETING DATE: September 08, 2026
SUBJECT:

County Reimbursement — Agreement
RECOMMENDATION:

Approve an agreement with the County of San Mateo for the City to reimburse the County for legal services in an amount up to $50,000, with a $10,000 contingency; and authorize the City Attorney to execute the agreement.

BACKGROUND:

From time to time, the County of San Mateo and the City enter into agreements involving the maintenance of public rights of way. These agreements typically include a provision related to legal defense and indemnification. If an accident occurs in such public rights of way, the City and County may each receive government claims and if denied, it is possible that either or both entities would be sued. However, the indemnifying party will have an obligation to defend the other party while the litigation is ongoing. The defense obligation is independent from the issue of liability. Authorizing the City Attorney to execute a reimbursement agreement will allow the City to reimburse the County for legal services provided by an independent law firm where a conflict of interest exists between the interests of the City and County. If additional funds are necessary beyond the initial amount of $50,000 and the $10,000 contingency due to litigation expenses, staff will return to the Council to seek additional funds.

BUDGET IMPACT:

The costs associated with the reimbursement agreement can be absorbed in the Fiscal Year 2026–27 approved budget for the City Attorney’s office.

ENVIRONMENTAL DETERMINATION:

This item is not a project subject to CEQA, because it can be seen with certainty that it will not cause a physical change in the environment. (Public Resources Code Section 21065.)

STRATEGIC PLAN ALIGNMENT
This staff report supports the Organizational Health and Good Governance initiative.

NOTICE PROVIDED
All meeting noticing requirements were met.

ATTACHMENTS
None

STAFF CONTACT
Prasanna W. Rasiah, City Attorney
[email protected]
(650) 522-7020

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CITY OF SAN MATEO

CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 7 Section Name: CONSENT CALENDAR Account Number: 10-2021 File ID: 26-11582 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: Finance Department
MEETING DATE: September 08, 2026
SUBJECT:

Investment Report — Quarter ending June 30, 2026
RECOMMENDATION:

Receive the quarterly investment report for the period ending June 30, 2026.

BACKGROUND:

Following the end of each quarter, the Finance team provides the City’s investment report, including all investments held by the City of San Mateo, to the City Council for review. The California Government Code requires investment objectives of safety, liquidity, and yield, in that order, for monies held by local government agencies. As such, safety of principal is the foremost objective of the City's investment program, and the portfolio must remain sufficiently liquid to enable the City to meet all cash requirements. California Government Code also strictly governs which investments public agencies can hold.

In some cases, state law also governs what percentage of the portfolio can be invested in certain security types, maximum maturities, and minimum credit ratings by major rating agencies, such as Standard & Poor's and Moody's Investors Service.

The City's Investment Policy reflects these parameters and therefore, the City primarily invests in highly rated securities such as U.S. Treasuries, federal agencies, and government sponsored enterprise debt as well as high credit quality, non- governmental debt securities.
4th Quarter Investment Report
The most recent quarterly investment report for the period ending June 30, 2026, is provided as Attachment 1. The report was compiled by Chandler Asset Management (Chandler), the City’s investment advisor, which manages the long-term portion of the City’s portfolio. City staff manages the liquid/short-term portion as outlined in the investment report. The investment report provides information on the values (par, book and market), the type of investment, issuer, maturity date, and yield of each investment.

The City’s portfolio represents the cash and investments for all funds. Finance staff track each fund separately within the portfolio and apply investment income proportionately at the end of the year. For the year ended June 30, 2026, the unaudited results show the following approximate make up of the portfolio including 49 % Enterprise Funds (Sewer/Storm), 16 % General Fund, 15 % Special Revenue Funds, 14 % Capital Funds, and 6 % Internal Service Funds.

City Managed Cash Balance
As City staff looks ahead, we focus on our forecasts through December. Based on current forecasts, the City will have enough cash to support our needs until the next large in-flow of funds, which will occur in December with property tax revenues. Thus, the City should have sufficient cash available without having to draw any funds from investment accounts with Chandler.

As of June 30, 2026, the City’s liquid/short-term investments, our Pool accounts, had the following balances:

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CITY OF SAN MATEO
Account 6/30/26 Balance
Local Agency Investment Fund (LAIF) $ 72,630,787.99
California Asset Management Program (CAMP) $90,582,926.19 San Mateo County Investment Pool Fund (County Pool) $49,745,537.70 Total Liquid Investments $212,959,251.88
In summary, the overall goal of the City’s investment portfolio is to keep funds safe, accessible, and earning a reasonable return. For the 4th Quarter, the total market value of the City’s portfolio was $641,636,063.96 and the average market yield was 4.15 %. Chandler staff and City staff continue to keep a close watch on market trends and risks to make sure the portfolio stays strong.

BUDGET IMPACT:

This is an informational item and does not impact the budget.

ENVIRONMENTAL DETERMINATION:

This quarterly investment report is not a project subject to CEQA, because it is a government fiscal activity which does not involve any commitment to any specific project which may result in a potentially significant physical impact on the environment. (CEQA Guidelines Section 15378(b)(4).)

STRATEGIC PLAN ALIGNMENT
This staff report supports the Organizational Health and Good Governance initiative.

NOTICE PROVIDED
All meeting noticing requirements were met.

ATTACHMENTS
Att 1 – City of San Mateo Investment Report for the period ending June 30, 2026

STAFF CONTACT
Karley Toffey, Senior Management Analyst
[email protected]
(650) 522-7106

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MONTHLY ACCOUNT STATEMENT
City of San Mateo Cons | Account #10720 | As of June 30, 2026 CHANDLER ASSET MANAGEMENT | chandlerasset.com
Information contained herein is confidential. We urge you to compare this statement to the one you receive from your qualified custodian. Please see Important Disclosures at the end of the statement.

Chandler Team:

For questions about your account, please call (800) 317-4747, or contact [email protected]
Custodian:

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PORTFOLIO SUMMARY
Portfolio Characteristics
Sector Allocation
Account Summary
Maturity Distribution
Top Issuers
Credit Quality*
Average Modified Duration 1.72
Average Coupon 3.88%
Average Purchase YTM 4.06%
Average Market YTM 4.15%
Average Credit Quality* AA+
Average Final Maturity 2.04
Average Life 1.90
End Values as of
05/31/2026
End Values as of
06/30/2026
Market Value 642,849,759.81 638,349,838.75
Accrued Interest 2,950,660.94 3,286,198.21
Total Market Value 645,800,420.75 641,636,036.96
Income Earned 1,208,826.88 2,305,657.34
Cont/WD 4,362,923.14 (5,068,686.19)
Par 646,751,109.65 643,358,680.35
Book Value 643,734,163.67 640,299,435.70
Cost Value 642,201,009.12 638,685,020.34
United States 28.06%
California Asset Mgmt Program 14.19%
LAIF 11.38%
Federal Home Loan Mortgage Corp 8.68%
San Mateo County Pool 7.79%
State of California 1.45%
American Express Credit Master Trust 1.07%
The Home Depot, Inc. 1.00%
*The average credit quality is a weighted average calculation of the highest of S&P , Moody’s and Fitch.

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STATEMENT OF COMPLIANCE
Rules Name Limit Actual Compliance
Status Notes

AGENCY MORTGAGE SECURITIES
Max % (MV) 70.0 8.7 Compliant
Max % Issuer (MV; Agencies & Agency CMOs) 40.0 8.7 Compliant Max Maturity (Years) 7.0 6.5 Compliant

ASSET-BACKED SECURITIES (ABS)
Max % (MV; Non Agency ABS & MBS) 20.0 6.8 Compliant
Max % Issuer (MV) 5.0 1.1 Compliant
Max Maturity (Years) 5 4 Compliant
Min Rating (AA- by 1) 0.0 0.0 Compliant

BANKERS' ACCEPTANCES
Max % (MV) 40.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Days) 180 0.0 Compliant
Min Rating (A-1 by 1 or A- by 1) 0.0 0.0 Compliant
CAMP
Max % (MV) 30.0 14.1 Compliant

COLLATERALIZED TIME DEPOSITS (NON-NEGOTIABLE
CD/TD)
Max % (MV) 30.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years) 3.0 0.0 Compliant

COMMERCIAL PAPER
Max % (MV) 40.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Days) 270 0.0 Compliant
Min Rating (A-1 by 1 or A- by 1) 0.0 0.0 Compliant

CORPORATE MEDIUM TERM NOTES
Max % (MV) 30.0 18.6 Compliant
Max % Issuer (MV) 5.0 1.0 Compliant
Max Maturity (Years) 5 4 Compliant
Min Rating (A- by 1) 0.0 0.0 Compliant

FDIC INSURED TIME DEPOSITS (NON-NEGOTIABLE CD/
TD)
The Statement of Compliance reflects Chandler's assessment of compliance with the applicable investment policy for the assets Chandler directly manages. The report may also present assets reported to Chandler by clients, custodians, or other third parties. Chandler includes those assets in the assessment but has no discretionary authority over them, does not independently verify the information provided, and assumes no responsibility for the accuracy or completeness of that information. Questions regarding this report should be directed to the designated investment professional.

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STATEMENT OF COMPLIANCE
Rules Name Limit Actual Compliance
Status Notes
Max % (MV) 30.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years) 3 0.0 Compliant

FEDERAL AGENCIES
Max % (MV) 70.0 1.5 Compliant
Max % Issuer (MV; Agencies & Agency CMOs) 40.0 8.7 Compliant Max Callables (MV) 20.0 1.2 Compliant
Max Maturity (Years) 7 1 Compliant

LOCAL AGENCY INVESTMENT FUND (LAIF)
Max Concentration (MV) 75.0 72.6 Compliant

LOCAL GOVERNMENT INVESTMENT POOL (LGIP)
Max % (MV) 30.0 7.8 Compliant

MONEY MARKET MUTUAL FUNDS
Max % (MV) 20.0 0.6 Compliant
Max % Issuer (MV) 10.0 0.6 Compliant
Min Rating (AAA by 2) 0.0 0.0 Compliant

MORTGAGE-BACKED SECURITIES (NON-AGENCY)
Max % (MV) 20.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years) 5.0 0.0 Compliant
Min Rating (AA- by 1) 0.0 0.0 Compliant

MUNICIPAL SECURITIES (CA, LOCAL AGENCY)
Max % (MV) 20.0 1.5 Compliant
Max % Issuer (MV) 5.0 1.5 Compliant
Max Maturity (Years) 7 6 Compliant
Min Rating (A- by 1 or A-1 by 1) 0.0 0.0 Compliant

MUNICIPAL SECURITIES (OTHER STATES)
Max % (MV) 20.0 0.4 Compliant
Max % Issuer (MV) 5.0 0.4 Compliant
Max Maturity (Years) 7 3 Compliant
Min Rating (A- by 1 or A-1 by 1) 0.0 0.0 Compliant

MUTUAL FUNDS
The Statement of Compliance reflects Chandler's assessment of compliance with the applicable investment policy for the assets Chandler directly manages. The report may also present assets reported to Chandler by clients, custodians, or other third parties. Chandler includes those assets in the assessment but has no discretionary authority over them, does not independently verify the information provided, and assumes no responsibility for the accuracy or completeness of that information. Questions regarding this report should be directed to the designated investment professional.

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STATEMENT OF COMPLIANCE
Rules Name Limit Actual Compliance
Status Notes
Max % (MV) 20.0 0.0 Compliant
Max % Issuer (MV) 10.0 0.0 Compliant
Min Rating (AAA by 2) 0.0 0.0 Compliant

NEGOTIABLE CERTIFICATES OF DEPOSIT (NCD)
Max % (MV) 30.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years) 5 0.0 Compliant
Min Rating (A-1 by 1 or A- by 1 if > FDIC Limit) 0.0 0.0 Compliant

REPURCHASE AGREEMENTS
Max % (MV) 10.0 0.0 Compliant
Max % Issuer (MV) 10.0 0.0 Compliant
Max Maturity (Days) 90.0 0.0 Compliant

SRI PROHIBITED INVESTMENTS
Prohibited Investment - Fossil Fuels 0.0 0.0 Compliant
Prohibited Investments - Energy 0.0 0.0 Compliant
Prohibited Investments - Firearms 0.0 0.0 Compliant
Prohibited Investments - Tobacco 0.0 0.0 Compliant

SUPRANATIONAL OBLIGATIONS
Max % (MV) 30.0 0.5 Compliant
Max % Issuer (MV) 10.0 0.5 Compliant
Max Maturity (Years) 5 3 Compliant
Min Rating (AA- by 1) 0.0 0.0 Compliant

TREASURIES, FEDERAL AGENCY SECURITIES, AGENCY

MORTGAGE SECURITIES, MUNICIPAL SECURITIES
Max % 5-7 Years Maturities (MV) 10.0 2.2 Compliant
U.S. TREASURIES
Max % (MV) 100.0 28.2 Compliant
Max Maturity (Years) 7 4 Compliant
The Statement of Compliance reflects Chandler's assessment of compliance with the applicable investment policy for the assets Chandler directly manages. The report may also present assets reported to Chandler by clients, custodians, or other third parties. Chandler includes those assets in the assessment but has no discretionary authority over them, does not independently verify the information provided, and assumes no responsibility for the accuracy or completeness of that information. Questions regarding this report should be directed to the designated investment professional.

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RECONCILIATION SUMMARY
Accrual Activity Summary
Fair Market Activity Summary
Month to Date Fiscal Year to Date
(07/01/2025)
Beginning Book Value 643,734,163.67 606,655,169.32
Maturities/Calls (5,000,000.00) (43,922,631.10)
Principal Paydowns (824,395.73) (7,928,135.42)
Purchases 27,968,814.93 626,097,961.88
Sales (25,321,598.55) (551,842,927.76)
Change in Cash, Payables, Receivables (329,675.77) (28,293.62) Amortization/Accretion 78,613.23 872,643.45
Realized Gain (Loss) (6,486.08) 395,648.95
Ending Book Value 640,299,435.70 640,299,435.70
Month to Date Fiscal Year to Date
(07/01/2025)
Beginning Market Value 642,849,759.81 608,911,488.86
Maturities/Calls (5,000,000.00) (43,922,631.10)
Principal Paydowns (824,395.73) (7,928,135.42)
Purchases 27,968,814.93 626,097,961.88
Sales (25,321,598.55) (551,842,927.76)
Change in Cash, Payables, Receivables (329,675.77) (28,293.62) Amortization/Accretion 78,613.23 872,643.45
Change in Net Unrealized Gain (Loss) (1,065,193.10) (4,205,916.49) Realized Gain (Loss) (6,486.08) 395,648.95
Ending Market Value 638,349,838.75 638,349,838.75
Maturities / Calls
Month to Date (5,000,000.00)
Fiscal Year to Date (43,922,631.10)
Principal Paydowns
Month to Date (824,395.73)
Fiscal Year to Date (7,928,135.42)
Purchases
Month to Date 27,968,814.93
Fiscal Year to Date 626,097,961.88
Sales
Month to Date (25,321,598.55)
Fiscal Year to Date (551,842,927.76)
Interest Received
Month to Date 1,877,651.98
Fiscal Year to Date 21,080,686.59
Purchased / Sold Interest
Month to Date 13,854.86
Fiscal Year to Date 60,003.52

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HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
ABS
44934FAD7 HALST 2024-B A3 5.41
05/17/2027 192,565.44 05/14/2024

5.41%
192,560.09
192,563.87
100.11

3.96%
192,784.58
463.01

0.03%
220.71
NA/AAA
AAA

0.88 0.08
36269WAD1 GMALT 2024-2 A3 5.39
07/20/2027 348,121.32 --

4.88%
351,719.14
348,356.86
100.09

3.93%
348,420.35
573.34

0.05%

63.49 NA/AAA
AAA

1.05 0.06
47800CAC0 JDOT 2023 A3 5.01 11/15/2027 321,566.01 --

4.17%
321,618.53
321,565.63
100.16

4.26%
322,092.09
716.02

0.05%
526.45
Aaa/NA
AAA

1.38 0.19
44935WAD9 HALST 2025-A A3 4.83
01/18/2028 150,000.00 09/03/2025

4.02%
151,535.16
150,722.09
100.29

4.32%
150,432.15
322.00

0.02%
(289.94)
NA/AAA
AAA

1.55 0.51
58770JAD6 MBALT 2024-A A3 5.32
01/18/2028 392,662.37 05/17/2024

5.73%
392,616.42
392,642.89
100.35

4.20%
394,044.93
928.43

0.06%
1,402.04
Aaa/NA
AAA

1.55 0.30
44935WAD9 HALST 2025-A A3 4.83
01/18/2028 1,530,000.00 01/14/2025

4.83%
1,529,885.40
1,529,940.55
100.29

4.32%
1,534,407.93
3,284.40

0.24%
4,467.38
NA/AAA
AAA

1.55 0.51
44935DAD1 HALST 2025-B A3 4.53
04/17/2028 1,180,000.00 04/24/2025

4.53%
1,179,893.45
1,179,935.46
100.19

4.33%
1,182,205.42
2,375.73

0.19%
2,269.96
NA/AAA
AAA

1.80 0.78
362962AD4 GMALT 2025-2 A3 4.58
05/22/2028 1,725,000.00 05/20/2025

4.84%
1,724,971.37
1,724,981.84
100.23

4.29%
1,728,917.48
2,414.04

0.27%
3,935.64
NA/AAA
AAA

1.90 0.68
161571HT4 CHAIT 2023-1 A 5.16 09/15/2028 2,345,000.00 09/07/2023

5.23%
2,344,349.97
2,344,712.88
100.25

3.96%
2,350,907.06
5,377.87

0.37%
6,194.18
NA/AAA
AAA

2.21 0.20
437930AC4 HAROT 2024-2 A3 5.27
11/20/2028 471,687.69 05/14/2024

5.27%
471,630.38
471,657.26
100.54

4.37%
474,245.65
897.65

0.07%
2,588.40
NA/AAA
AAA

2.39 0.56
161571HV9 CHAIT 241 A 4.6 01/16/2029 3,000,000.00 04/15/2025

4.36%
3,013,945.31
3,004,321.08
100.22

4.22%
3,006,603.00
6,133.33

0.47%
2,281.92
NA/AAA
AAA

2.55 0.52
096919AD7 BMWOT 2024-A A3 5.18
02/26/2029 617,751.81 06/04/2024

5.18%
617,657.97
617,698.86
100.51

4.33%
620,878.86
533.33

0.10%
3,180.00
Aaa/AAA
NA

2.66 0.56
43813YAC6 HAROT 2024-3 A3 4.57
03/21/2029 1,331,784.64 08/09/2024

4.66%
1,331,575.41
1,331,660.33
100.20

4.31%
1,334,424.24
1,690.63

0.21%
2,763.91
Aaa/NA
AAA

2.72 0.64
58768YAD7 MBALT 2025-A A3 4.61
04/16/2029 150,000.00 09/11/2025

3.75%
152,496.09
151,673.45
100.31

4.42%
150,469.50
307.33

0.02%
(1,203.95)
NA/AAA
AAA

2.79 1.34
02582JKH2 AMXCA 2024-1 A 5.23
04/16/2029 1,760,000.00 04/16/2024

5.30%
1,759,639.20
1,759,797.68
100.82

4.20%
1,774,481.28
4,091.02

0.28%
14,683.60
NA/AAA
AAA

2.79 0.76
05522RDJ4 BACCT 2024-1 A 4.93
05/15/2029 1,125,000.00 06/06/2024

4.93%
1,124,936.89
1,124,963.30
100.65

4.21%
1,132,261.88
2,465.00

0.18%
7,298.58
Aaa/AAA
NA

2.87 0.84
05594YAD8 BMWLT 2026-1 A3 4.15
05/25/2029 3,000,000.00 06/25/2026

4.44%
2,988,281.25
2,988,336.32

99.56 4.46%
2,986,725.00
2,075.00

0.47%
(1,611.32)
Aaa/NA
AAA

2.90 1.65

40 of 554

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
02589BAE0 AMXCA 2024-3 A 4.65
07/15/2027 2,000,000.00 04/15/2025

4.35%
2,014,687.50
2,006,788.49
100.45

4.24%
2,009,082.00
4,133.33

0.31%
2,293.51
NA/AAA
AAA

1.04 0.99
34535VAD6 FORDO 2024-D A3 4.61
08/15/2029 1,850,000.00 11/19/2024

4.66%
1,849,940.62
1,849,960.77
100.30

4.32%
1,855,572.20
3,790.44

0.29%
5,611.43
Aaa/NA
AAA

3.13 0.90
47800DAD6 JDOT 2025 A3 4.23 09/17/2029 1,525,000.00 03/04/2025

5.09%
1,524,904.08
1,524,931.79

99.88 4.35%
1,523,110.53
2,867.00

0.24%
(1,821.27)
Aaa/NA
AAA

3.22 1.47
92970QAE5 WFCIT 2024-2 A 4.29
10/15/2029 3,525,000.00 --

4.32%
3,524,382.77
3,524,563.45
100.06

4.28%
3,527,122.05
6,721.00

0.55%
2,558.60
Aaa/AAA
NA

3.29 1.23
44935CAD3 HART 2025-A A3 4.32
10/15/2029 1,925,000.00 03/04/2025

4.84%
1,924,716.06
1,924,796.60
100.05

4.31%
1,925,885.50
3,696.00

0.30%
1,088.90
NA/AAA
AAA

3.29 0.95
437921AD1 HAROT 252 A3 4.15 10/15/2029 1,170,000.00 04/29/2025

4.15%
1,169,869.31
1,169,903.09

99.78 4.38%
1,167,424.83
2,158.00

0.18%
(2,478.26)
Aaa/NA
AAA

3.29 1.14
89231HAD8 TAOT 2025-B A3 4.34
11/15/2029 150,000.00 09/11/2025

3.84%
151,769.53
151,356.83
100.04

4.35%
150,054.00
289.33

0.02%
(1,302.83)
NA/AAA
AAA

3.38 1.20
89231HAD8 TAOT 2025-B A3 4.34
11/15/2029 1,145,000.00 04/24/2025

4.82%
1,144,934.39
1,144,951.27
100.04

4.35%
1,145,412.20
2,208.58

0.18%
460.93
NA/AAA
AAA

3.38 1.20
362955AD8 GMCAR 2025-1 A3 4.62
12/17/2029 1,240,000.00 01/09/2025

5.03%
1,239,907.87
1,239,935.15
100.26

4.32%
1,243,194.24
2,387.00

0.19%
3,259.09
Aaa/NA
AAA

3.47 0.73
02582JKP4 AMXCA 2025-2 A 4.28
04/15/2030 3,075,000.00 05/06/2025

4.28%
3,074,944.34
3,074,957.16

99.90 4.38%
3,071,900.40
5,849.33

0.48%
(3,056.76)
NA/AAA
AAA

3.79 1.69
362549AD9 GMCAR 2025-2 A3 4.28
04/16/2030 150,000.00 09/03/2025

3.96%
151,148.44
150,877.79
100.01

4.31%
150,018.75
267.50

0.02%
(859.04)
Aaa/AAA
NA

3.79 0.92
92970QAJ4 WFCIT 2025-1 A 4.34
05/15/2030 150,000.00 09/03/2025

3.90%
151,804.69
151,254.48
100.03

4.36%
150,046.50
289.33

0.02%
(1,207.98)
NA/AAA
AAA

3.87 1.76
05522RDK1 BACCT 2025-1 A 4.31
05/15/2030 112,000.00 09/11/2025

3.74%
113,693.13
113,186.58

99.96 4.37%
111,958.22
214.54

0.02%
(1,228.35)
NA/AAA
AAA

3.87 1.76
17305EHA6 CCCIT 2025-A1 A1 4.3
06/21/2030 1,600,000.00 10/09/2025

3.90%
1,616,000.00
1,611,711.68

99.83 4.39%
1,597,296.00
1,911.11

0.25%
(14,415.68)
Aaa/AAA
NA

3.97 1.87
161571HZ0 CHAIT 2025-1 A 4.16 07/15/2030 100,000.00 09/08/2025

3.82%
100,992.19
100,710.75

99.61 4.40%
99,609.50
184.89

0.02%
(1,101.25)
NA/AAA
AAA

4.04 1.91
44935KAD5 HART 26B A3 4.81 02/18/2031 55,000.00 06/09/2026

4.86%
54,993.36
54,993.41
100.24

4.44%
55,132.22
102.88

0.01%
138.81
NA/AAA
AAA

4.64 2.20
44935KAD5 HART 26B A3 4.81 02/18/2031 2,335,000.00 06/09/2026

4.86%
2,334,718.17
2,334,720.48
100.24

4.44%
2,340,613.34
4,367.75

0.37%
5,892.86
NA/AAA
AAA

4.64 2.20
92970QAK1 WFCIT 2026-1 A 4.08
04/16/2029 2,000,000.00 06/17/2026

4.36%
1,987,109.38
1,987,271.60

99.25 4.41%
1,984,920.00
3,626.67

0.31%
(2,351.60)
Aaa/NA
AAA

2.79 2.58

41 of 554

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
Total ABS 43,748,139.26 4.63%
43,779,827.86
43,752,401.70
100.10

4.30%
43,792,653.87
79,712.82

6.86%
40,252.16

2.88 1.13
AGENCY
3133ENEM8 FEDERAL FARM CREDIT BANKS
FUNDING CORP 1.43 11/23/2026 2,750,000.00 11/16/2021

1.43%
2,750,000.00
2,750,000.00

98.99 4.02%
2,722,244.25
4,150.97

0.43%
(27,755.75)
Aa1/AA+
AA+

0.40 0.39
3130APWY7 FEDERAL HOME LOAN BANKS

1.35 12/07/2026 5,000,000.00 12/07/2021

1.35%
5,000,000.00
5,000,000.00

98.87 3.99%
4,943,690.00
4,500.00

0.77%
(56,310.00)
Aa1/AA+
AA+

0.44 0.43
3133EPME2

FEDERAL FARM CREDIT
BANKS FUNDING CORP 3.875
06/08/2028
1,900,000.00 06/06/2023

3.97%
1,891,735.00
1,896,797.14

99.51 4.14%
1,890,598.80
4,703.82

0.30%
(6,198.34)
Aa1/AA+
AA+

1.94 1.84
Total Agency 9,650,000.00 1.89%
9,641,735.00
9,646,797.14

99.03 4.03%
9,556,533.05
13,354.79

1.50%
(90,264.09)

0.72 0.70

AGENCY CMBS
3137BSP72 FHMS K-058 A2 2.653
08/25/2026 339,228.21 04/12/2022

2.88%
335,557.65
339,155.55

99.68 3.63%
338,146.41
749.98

0.05%
(1,009.14)
Aa1/AA+
AAA

0.15 0.15
3137FG6X8 FHMS K-077 A2 3.85 05/25/2028 3,250,000.00 09/07/2023

5.87%
3,108,828.13
3,194,131.63

98.91 4.37%
3,214,539.25
10,427.08

0.50%
20,407.62
Aa1/AA+
AAA

1.90 1.72
3137FHPJ6 FHMS K-080 A2 3.926
07/25/2028 1,895,000.00 03/14/2024

4.68%
1,837,557.81
1,868,169.18

98.90 4.39%
1,874,240.28
6,199.81

0.29%
6,071.10
Aaa/AA+
AA+

2.07 1.93
3137FJEH8 FHMS K-081 A2 3.9 08/25/2028 6,400,000.00 --

5.01%
6,091,058.60
6,267,428.52

98.79 4.41%
6,322,380.80
20,800.00

0.99%
54,952.28
Aa1/AA+
AAA

2.15 1.99
3137FK4M5 FHMS K-085 A2 4.06 10/25/2028 1,890,000.00 03/14/2024

4.68%
1,840,978.13
1,865,651.78

99.03 4.42%
1,871,668.89
6,394.50

0.29%
6,017.11
Aaa/AA+
AA+

2.32 2.13
3137FKSH0 FHMS K-086 A2 3.859
11/25/2028 200,000.00 09/11/2025

3.72%
200,468.75
200,350.54

98.57 4.43%
197,144.80
643.17

0.03%
(3,205.74)
Aaa/AA+
AA+

2.41 2.20
3137FKSH0 FHMS K-086 A2 3.859
11/25/2028 1,800,000.00 07/30/2024

4.46%
1,756,125.00
1,775,888.51

98.57 4.43%
1,774,303.20
5,788.50

0.28%
(1,585.31)
Aaa/AA+
AA+

2.41 2.20
3137FKUP9 FHMS K-087 A2 3.771
12/25/2028 1,451,872.85 07/30/2024

4.46%
1,411,435.93
1,429,305.78

98.38 4.42%
1,428,322.02
4,562.51

0.22%
(983.76)
Aa1/AAA
AA+

2.49 2.22
3137H5YC5 FHMS K-748 A2 2.26 01/25/2029 2,500,000.00 04/11/2024

4.94%
2,221,191.41
2,351,766.50

94.87 4.43%
2,371,672.50
4,708.33

0.37%
19,906.00
Aa1/AA+
AAA

2.57 2.36
3137FLMV3 FHMS K-090 A2 3.422
02/25/2029 100,000.00 09/08/2025

3.75%
98,828.13
99,105.26

97.42 4.43%
97,417.90
285.17

0.02%
(1,687.36)
Aa1/AAA
AA+

2.66 2.43

42 of 554

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
3137FLN91 FHMS K-091 A2 3.505
03/25/2029 200,000.00 09/03/2025

3.90%
197,195.31
197,849.00

97.59 4.43%
195,186.00
584.17

0.03%
(2,663.00)
Aa1/AAA
AA+

2.73 2.45
3137FLN91 FHMS K-091 A2 3.505
03/25/2029 1,915,000.00 08/26/2024

4.05%
1,871,314.06
1,889,133.67

97.59 4.43%
1,868,905.95
5,593.40

0.29%
(20,227.72)
Aa1/AAA
AA+

2.73 2.45
3137H74P5 FHMS K-749 A2 2.12 03/26/2029 1,415,000.00 09/19/2024

3.84%
1,318,879.49
1,356,591.00

94.53 4.43%
1,337,600.92
2,499.83

0.21%
(18,990.09)
Aa1/AA+
AAA

2.74 2.37
3137FLYV0 FHMS K-092 A2 3.298
04/25/2029 4,540,000.00 --

4.05%
4,394,229.30
4,452,816.83

96.97 4.43%
4,402,478.86
12,477.43

0.69%
(50,337.97)
Aa1/AA+
AAA

2.82 2.57
3137FNAE0 FHMS K-095 A2 2.785
06/25/2029 200,000.00 09/03/2025

3.92%
192,117.19
193,830.34

95.51 4.43%
191,014.20
464.17

0.03%
(2,816.14)
Aa1/AA+
AAA

2.99 2.70
3137H9D71 FHMS K-750 A2 3.0 09/25/2029 5,000,000.00 11/14/2024

4.62%
4,672,070.31
4,782,631.61

96.12 4.43%
4,805,905.00
12,500.00

0.75%
23,273.39
Aa1/AA+
AAA

3.24 2.66
3137FQKC6 FHMS K-102 A2 2.537
10/25/2029 100,000.00 09/08/2025

3.82%
95,156.25
96,114.53

94.27 4.43%
94,273.10
211.42

0.01%
(1,841.43)
Aa1/AA+
AAA

3.32 3.02
3137FREH0 FHMS K-104 A2 2.253
01/25/2030 1,950,000.00 05/02/2025

4.25%
1,788,820.31
1,828,641.17

93.05 4.44%
1,814,558.85
3,661.13

0.28%
(14,082.32)
Aa1/AA+
AAA

3.57 3.22
3137HA4B9 FHMS K-751 A2 4.412
03/25/2030 1,887,000.00 04/17/2025

4.29%
1,893,855.12
1,892,177.10

99.75 4.44%
1,882,369.30
6,937.87

0.29%
(9,807.80)
Aaa/AA+
AA+

3.73 3.08
3137FTZQ3 FHMS K-110 A2 1.477
04/25/2030 300,000.00 --

3.97%
269,707.03
274,983.05

90.04 4.45%
270,120.00
369.25

0.04%
(4,863.05)
Aa1/AA+
AAA

3.82 3.48
3137FTZQ3 FHMS K-110 A2 1.477
04/25/2030 3,400,000.00 09/26/2025

3.99%
3,056,148.44
3,113,631.22

90.04 4.45%
3,061,360.00
4,184.83

0.48%
(52,271.22)
Aa1/AA+
AAA

3.82 3.48
3137FX3Q9 FHMS K-117 A2 1.406
08/25/2030 200,000.00 06/03/2026

4.46%
177,164.06
177,510.74

88.69 4.46%
177,385.80
234.33

0.03%
(124.94)
Aa1/AA+
AAA

4.15 3.88
3137F9Z79 FHMS K-125 A2 1.846
01/25/2031 150,000.00 02/19/2026

3.90%
136,412.11
137,414.37

89.37 4.46%
134,055.15
230.75

0.02%
(3,359.22)
Aa1/AA+
AAA

4.57 4.22
3137FYUJ3 FHMS K-128 A2 2.02 03/25/2031 6,775,000.00 10/21/2025

3.88%
6,179,805.66
6,256,487.14

89.98 4.46%
6,096,002.73
11,404.58

0.95%
(160,484.41)
Aa1/AA+
AAA

4.73 4.25
3137HH5X5 FHMS K757 A2 4.456
08/25/2031 5,000,000.00 01/15/2026

4.09%
5,081,640.63
5,075,127.18

99.72 4.50%
4,985,780.00
18,566.67

0.78%
(89,347.18)
Aaa/AA+
AA+

5.15 4.42
3137HQDH1 FHMS K-764 A2 4.12 12/25/2032 4,750,000.00 02/10/2026

4.20%
4,725,019.75
4,726,350.95

97.42 4.58%
4,627,326.50
16,308.33

0.72%
(99,024.45)
Aa1/AAA
AA+

6.49 5.50
Total Agency CMBS 57,608,101.06 4.41%
54,951,564.56
55,842,243.16

96.35 4.44%
55,434,158.40
156,787.20

8.68%
(408,084.76)

3.48 3.07
CASH

43 of 554

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
CCYUSD Receivable 706,545.11 -- 706,545.11
706,545.11

1.00 706,545.11

0.00 0.11%

0.00 Aaa/AAA
AAA

0.00 0.00
CCYUSD Receivable 118.01 -- 118.01
118.01

1.00 118.01

0.00 0.00%

0.00 Aaa/AAA
AAA

0.00 0.00
CCYUSD Receivable 17,033.58 -- 17,033.58
17,033.58

1.00 17,033.58

0.00 0.00%

0.00 Aaa/AAA
AAA

0.00 0.00
Total Cash 723,696.70
723,696.70
723,696.70

1.00 723,696.70

0.00 0.11%

0.00 0.00

0.00 CORPORATE
037833DN7 APPLE INC 2.05 09/11/2026 750,000.00 12/02/2021

1.49%
768,630.00
750,111.03

99.62 3.98%
747,171.75
4,697.92

0.12%
(2,939.28)
Aaa/AA+
NA

0.20 0.19
931142ER0 WALMART INC 1.05 09/17/2026 185,000.00 09/08/2021

1.09%
184,650.35
184,985.06

99.39 3.93%
183,880.38
561.17

0.03%
(1,104.68)
Aa2/AA
AA

0.22 0.21
87612EBM7 TARGET CORP 1.95 01/15/2027 425,000.00 01/19/2022

1.99%
424,277.50
424,921.27

98.83 4.16%
420,035.15
3,821.46

0.07%
(4,886.12)
A2/A
NA

0.54 0.52
40139LBG7 GUARDIAN LIFE GLOBAL
FUNDING 5.55 10/28/2027 790,000.00 10/25/2022

5.56%
789,763.00
789,937.18
101.40

4.45%
801,038.67
7,672.88

0.13%
11,101.49
Aa1/AA+
NA

1.33 1.26
756109AU8 REALTY INCOME CORP 3.65
01/15/2028 1,740,000.00 01/10/2023

4.87%
1,646,649.00
1,711,186.07

98.78 4.48%
1,718,740.68
29,285.17

0.27%
7,554.61
A3/A-
NA

1.54 1.45
24422EWR6 JOHN DEERE CAPITAL CORP 4.75
01/20/2028 1,000,000.00 01/17/2023

4.38%
1,016,510.00
1,005,135.64
100.71

4.27%
1,007,073.00
21,243.06

0.16%
1,937.36
A1/A
A+

1.56 1.45
46647PEA0 JPMORGAN CHASE & CO 5.04
01/23/2028 2,000,000.00 11/20/2024

4.81%
2,009,120.00
2,002,369.13
100.31

4.70%
2,006,256.00
44,240.00

0.31%
3,886.87
A1/A
AA-

1.57 0.54
713448GA0 PEPSICO INC 4.45 02/07/2028 100,000.00 09/19/2025

3.73%
101,573.00
101,043.03
100.25

4.28%
100,253.20
1,780.00

0.02%
(789.83)
A1/A+
NA

1.61 1.43
79466LAQ7 SALESFORCE INC 4.5 03/15/2028 65,000.00 03/12/2026

4.37%
65,159.05
65,134.20

99.87 4.57%
64,917.97
877.50

0.01%
(216.23)
A2/A+
NA

1.71 1.60
79466LAQ7 SALESFORCE INC 4.5 03/15/2028 2,710,000.00 03/12/2026

4.37%
2,716,571.75
2,715,544.91

99.87 4.57%
2,706,579.98
36,585.00

0.42%
(8,964.93)
A2/A+
NA

1.71 1.60
64953BBW7 NEW YORK LIFE GLOBAL
FUNDING 4.4 04/25/2028 2,615,000.00 04/22/2025

4.43%
2,613,169.50
2,613,891.01

99.84 4.49%
2,610,925.83
21,094.33

0.41%
(2,965.18)
Aa1/AA+
AAA

1.82 1.71
24422EYD5 JOHN DEERE CAPITAL CORP 4.25
06/05/2028 100,000.00 09/03/2025

3.93%
100,822.00
100,576.63

99.83 4.34%
99,834.60
306.94

0.02%
(742.03)
A1/A
A+

1.93 1.83
74340XCG4 PROLOGIS LP 4.875 06/15/2028 2,630,000.00 --

4.99%
2,617,065.10
2,624,876.39
100.87

4.41%
2,652,778.43
5,698.33

0.42%
27,902.04
A2/A
NA

1.96 1.77

44 of 554

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
14913UBB5 CATERPILLAR FINANCIAL
SERVICES CORP 4.1 08/15/2028 100,000.00 09/03/2025

3.96%
100,389.00
100,280.54

99.49 4.35%
99,488.40
1,548.89

0.02%
(792.14)
A1/A
A+

2.13 1.98
89236TNR2 TOYOTA MOTOR CREDIT CORP

4.05 09/05/2028 100,000.00 09/03/2025

4.00%
100,143.00
100,103.99

99.29 4.39%
99,291.10
1,305.00

0.02%
(812.89)
A1/A+
A+

2.18 2.04
40139LBH5 GUARDIAN LIFE GLOBAL
FUNDING 5.737 10/02/2028 725,000.00 11/29/2023

4.96%
748,968.50
736,177.16
102.57

4.52%
743,619.45
10,282.78

0.12%
7,442.29
Aa1/AA+
NA

2.26 2.07
532457DB1 ELI LILLY AND CO 4.0 10/15/2028 100,000.00 09/19/2025

3.86%
100,374.00
100,277.15

99.34 4.30%
99,343.50
844.44

0.02%
(933.65)
Aa3/AA-
NA

2.29 2.15
26442CAX2 DUKE ENERGY CAROLINAS LLC

3.95 11/15/2028 2,000,000.00 12/06/2023

4.79%
1,927,120.00
1,964,933.57

98.85 4.46%
1,977,094.00
10,094.44

0.31%
12,160.43
Aa3/A
NA

2.38 2.23
59217GFR5 METROPOLITAN LIFE GLOBAL
FUNDING I 4.85 01/08/2029 1,500,000.00 01/03/2024

4.85%
1,500,060.00
1,500,030.28
100.52

4.63%
1,507,818.00
34,960.42

0.24%
7,787.72
Aa3/AA-
AA-

2.53 2.29
66815L2Q1

NORTHWESTERN MUTUAL
GLOBAL FUNDING 4.71
01/10/2029
2,000,000.00 --

4.67%
2,003,845.16
2,001,944.68
100.45

4.52%
2,009,082.00
44,745.00

0.31%
7,137.32
Aa1/AA+
AAA

2.53 2.31
24422EXH7 JOHN DEERE CAPITAL CORP 4.5
01/16/2029 1,000,000.00 04/08/2024

4.91%
982,560.00
990,689.32
100.26

4.39%
1,002,578.00
20,625.00

0.16%
11,888.68
A1/A
A+

2.55 2.33
17275RBR2 CISCO SYSTEMS INC 4.85
02/26/2029 1,190,000.00 02/21/2024

4.86%
1,189,583.50
1,189,778.64
101.06

4.42%
1,202,636.61
20,039.93

0.19%
12,857.97
A1/AA-
NA

2.66 2.36
14913UAJ9 CATERPILLAR FINANCIAL
SERVICES CORP 4.85 02/27/2029 1,500,000.00 03/18/2024

4.84%
1,500,735.00
1,500,395.80
101.21

4.36%
1,518,210.00
25,058.33

0.24%
17,814.20
A1/A
A+

2.66 2.43
06405LAH4 BANK OF NEW YORK MELLON

4.729 04/20/2029 2,750,000.00 04/17/2025

4.53%
2,765,317.50
2,759,226.90
100.42

4.58%
2,761,594.00
25,648.26

0.43%
2,367.10
Aa2/AA-
AA+

2.80 1.70
38141GWV2 GOLDMAN SACHS GROUP INC

3.814 04/23/2029 100,000.00 09/19/2025

4.43%
99,385.00
99,517.49

98.43 4.88%
98,429.20
720.42

0.02%
(1,088.29)
A2/BBB+
A

2.81 1.71
025816ED7 AMERICAN EXPRESS CO 4.731
04/25/2029 3,000,000.00 04/22/2025

4.70%
3,002,400.00
3,001,454.01
100.26

4.69%
3,007,728.00
26,020.50

0.47%
6,273.99
A2/A-
A

2.82 1.71
06051GMT3 BANK OF AMERICA CORP 4.623
05/09/2029 3,000,000.00 05/14/2025

4.92%
2,987,190.00
2,990,893.66

99.95 4.68%
2,998,554.00
20,033.00

0.47%
7,660.34
A1/A-
AA-

2.86 1.75
57629W4T4 MASSMUTUAL GLOBAL
FUNDING II 5.15 05/30/2029 1,500,000.00 05/22/2024

5.17%
1,498,755.00
1,499,274.55
101.27

4.68%
1,518,975.00
6,652.08

0.24%
19,700.45
Aa3/AA+
AA+

2.91 2.67
64952WFG3 NEW YORK LIFE GLOBAL
FUNDING 5.0 06/06/2029 1,135,000.00 06/03/2024

5.04%
1,132,820.80
1,133,721.84
101.27

4.53%
1,149,420.18
3,940.97

0.18%
15,698.34
Aa1/AA+
AAA

2.93 2.69
437076BY7 HOME DEPOT INC 2.95
06/15/2029 1,700,000.00 09/12/2024

3.98%
1,624,826.00
1,653,232.77

96.03 4.40%
1,632,491.30
2,228.89

0.26%
(20,741.47)
A2/A
A

2.96 2.78

45 of 554

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
44891AEN3 HYUNDAI CAPITAL AMERICA 4.75
06/18/2029 2,250,000.00 06/15/2026

4.79%
2,247,797.25
2,247,823.38

99.66 4.87%
2,242,307.25
3,859.38

0.35%
(5,516.13)
A3/A-
A-

2.97 2.73
437076DC3 HOME DEPOT INC 4.75
06/25/2029 1,700,000.00 06/18/2024

4.82%
1,694,985.00
1,697,006.38
100.99

4.39%
1,716,824.90
1,345.83

0.27%
19,818.52
A2/A
A

2.99 2.68
756109CB8 REALTY INCOME CORP 4.0
07/15/2029 100,000.00 09/03/2025

4.14%
99,487.00
99,596.15

98.17 4.65%
98,166.30
1,844.44

0.02%
(1,429.85)
A3/A-
NA

3.04 2.77
713448FX1 PEPSICO INC 4.5 07/17/2029 2,035,000.00 07/15/2024

4.53%
2,031,845.75
2,033,079.12
100.31

4.39%
2,041,296.29
41,717.50

0.32%
8,217.17
A1/A+
NA

3.05 2.69
025816EJ4 AMERICAN EXPRESS CO 4.351
07/20/2029 100,000.00 09/03/2025

4.14%
100,564.00
100,402.86

99.49 4.56%
99,488.60
1,945.86

0.02%
(914.26)
A2/A-
A

3.05 1.90
46647PAV8 JPMORGAN CHASE & CO 4.203
07/23/2029 3,000,000.00 09/04/2025

4.08%
3,010,230.00
3,007,322.42

99.14 4.84%
2,974,317.00
55,339.50

0.47%
(33,005.42)
A1/A
AA-

3.06 1.92
89236TMK8 TOYOTA MOTOR CREDIT CORP

4.55 08/09/2029 2,000,000.00 08/07/2024

4.57%
1,998,320.00
1,998,955.75

99.96 4.56%
1,999,226.00
35,894.44

0.31%
270.25
A1/A+
A+

3.11 2.82
532457CQ9 ELI LILLY AND CO 4.2 08/14/2029 1,925,000.00 08/12/2024

4.25%
1,920,784.25
1,922,368.04

99.48 4.38%
1,914,930.33
30,767.92

0.30%
(7,437.72)
Aa3/AA-
NA

3.12 2.85
171239AL0 CHUBB INA HOLDINGS LLC 4.65
08/15/2029 1,441,000.00 08/12/2024

4.52%
1,449,141.56
1,446,034.61
100.49

4.48%
1,448,095.48
25,313.57

0.23%
2,060.87
A2/A
A

3.13 2.76
30303M8S4 META PLATFORMS INC 4.3
08/15/2029 1,520,000.00 08/12/2024

4.33%
1,517,640.24
1,518,525.47

99.78 4.38%
1,516,625.60
24,691.56

0.24%
(1,899.87)
Aa3/AA-
NA

3.13 2.85
95000U4A8 WELLS FARGO & CO 4.078
09/15/2029 100,000.00 09/19/2025

4.32%
99,933.00
99,945.99

98.60 4.68%
98,597.20
1,200.74

0.02%
(1,348.79)
A1/BBB+
A+

3.21 2.06
40139LBJ1 GUARDIAN LIFE GLOBAL
FUNDING 4.179 09/26/2029 2,000,000.00 09/23/2024

4.18%
2,000,000.00
2,000,000.00

98.69 4.62%
1,973,818.00
22,055.83

0.31%
(26,182.00)
Aa1/AA+
NA

3.24 2.96
61748UAK8 MORGAN STANLEY 4.133
10/18/2029 2,950,000.00 10/17/2025

4.25%
2,950,370.50
2,950,285.00

98.64 4.70%
2,909,732.50
24,723.38

0.46%
(40,552.50)
A1/A-
A+

3.30 2.15
38141GD27 GOLDMAN SACHS GROUP INC

4.153 10/21/2029 3,155,000.00 --

4.29%
3,155,396.00
3,155,304.59

98.59 4.72%
3,110,514.50
25,477.50

0.49%
(44,790.09)
A2/BBB+
A

3.31 2.15
00287YBX6 ABBVIE INC 3.2 11/21/2029 2,200,000.00 09/24/2025

4.04%
2,130,128.00
2,142,970.09

95.75 4.57%
2,106,590.20
7,822.22

0.33%
(36,379.89)
A2/A-
NA

3.39 3.15
857449AE2 STATE STREET BANK AND TRUST
CO 4.782 11/23/2029 3,000,000.00 11/29/2024

4.60%
3,024,420.00
3,016,678.71
101.01

4.46%
3,030,261.00
15,143.00

0.47%
13,582.29
Aa2/AA-
AA+

3.40 3.09
26444HAH4 DUKE ENERGY FLORIDA LLC 2.5
12/01/2029 2,000,000.00 12/02/2024

4.63%
1,812,380.00
1,871,525.56

93.53 4.57%
1,870,574.00
4,166.67

0.29%
(951.56)
A1/A
NA

3.42 3.21
59217GFT1 METROPOLITAN LIFE GLOBAL
FUNDING I 4.9 01/09/2030 2,490,000.00 01/02/2025

4.95%
2,484,870.60
2,486,381.89
100.57

4.72%
2,504,280.15
58,293.67

0.39%
17,898.26
Aa3/AA-
AA-

3.53 3.13

46 of 554

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
61747YFK6 MORGAN STANLEY 5.173
01/16/2030 3,000,000.00 02/12/2025

5.18%
2,998,620.00
2,999,104.40
100.90

4.87%
3,027,039.00
71,128.75

0.47%
27,934.60
A1/A-
A+

3.55 2.30
6174468G7 MORGAN STANLEY 4.431
01/23/2030 100,000.00 09/03/2025

4.25%
100,571.00
100,432.52

99.09 5.04%
99,086.40
1,944.72

0.02%
(1,346.12)
A1/A-
A+

3.57 2.35
63743HFX5

NATIONAL RURAL UTILITIES

COOPERATIVE FINANCE CORP

4.95 02/07/2030
1,500,000.00 02/05/2025

4.88%
1,504,310.00
1,503,087.83
101.05

4.63%
1,515,807.00
29,700.00

0.24%
12,719.17
A2/NA
A

3.61 3.14
637432NV3

NATIONAL RURAL UTILITIES

COOPERATIVE FINANCE CORP

2.4 03/15/2030
100,000.00 09/19/2025

4.02%
93,433.00
94,565.66

92.13 4.74%
92,127.60
706.67

0.01%
(2,438.06)
A1/A-
A+

3.71 3.45
12572QAL9 CME GROUP INC 4.4 03/15/2030 100,000.00 09/19/2025

4.02%
101,511.00
101,245.85

99.53 4.54%
99,526.10
1,295.56

0.02%
(1,719.75)
Aa3/AA-
AA-

3.71 3.34
00287YDZ9 ABBVIE INC 4.875 03/15/2030 100,000.00 09/19/2025

4.04%
103,335.00
102,749.77
101.10

4.55%
101,100.60
1,435.42

0.02%
(1,649.17)
A2/A-
NA

3.71 3.25
40139LBK8 GUARDIAN LIFE GLOBAL
FUNDING 4.798 04/28/2030 2,000,000.00 04/23/2025

4.80%
2,000,000.00
2,000,000.00
100.32

4.70%
2,006,398.00
16,793.00

0.31%
6,398.00
Aa1/AA+
NA

3.83 3.43
665859AV6 NORTHERN TRUST CORP 1.95
05/01/2030 100,000.00 09/19/2025

4.01%
91,417.00
92,856.00

91.01 4.53%
91,006.00
325.00

0.01%
(1,850.00)
A2/A+
A+

3.84 3.61
57629TBX4 MASSMUTUAL GLOBAL
FUNDING II 4.55 05/07/2030 2,000,000.00 05/01/2025

4.58%
1,997,340.00
1,997,951.83

99.26 4.76%
1,985,266.00
13,650.00

0.31%
(12,685.83)
Aa3/AA+
AA+

3.85 3.47
341081GP6 FLORIDA POWER & LIGHT CO

4.625 05/15/2030 100,000.00 09/11/2025

3.99%
102,612.00
102,148.35
100.28

4.54%
100,276.60
590.97

0.02%
(1,871.75)
Aa2/A+
AA-

3.87 3.35
747525BU6 QUALCOMM INC 4.5 05/20/2030 100,000.00 09/19/2025

4.03%
101,953.00
101,623.41

99.96 4.51%
99,963.60
512.50

0.02%
(1,659.81)
A2/A
NA

3.89 3.51
46647PDF0 JPMORGAN CHASE & CO 4.565
06/14/2030 100,000.00 09/03/2025

4.29%
100,958.00
100,749.59

99.62 4.87%
99,624.60
215.57

0.02%
(1,124.99)
A1/A
AA-

3.96 2.73
26444HAJ0 DUKE ENERGY FLORIDA LLC 1.75
06/15/2030 100,000.00 09/03/2025

4.23%
89,373.00
91,199.99

89.66 4.64%
89,657.00

77.78 0.01%
(1,542.99)
A1/A
NA

3.96 3.74
74464AAC5 PUBLIC STORAGE OPERATING CO

4.375 07/01/2030 100,000.00 09/03/2025

4.26%
100,473.00
100,391.02

99.35 4.56%
99,348.10
2,187.50

0.02%
(1,042.92)
A2/A
NA

4.00 3.63
828807DK0 SIMON PROPERTY GROUP LP

2.65 07/15/2030 100,000.00 09/03/2025

4.23%
93,096.00
94,262.87

92.73 4.64%
92,732.60
1,221.94

0.01%
(1,530.27)
A3/A
NA

4.04 3.71
828807DK0 SIMON PROPERTY GROUP LP

2.65 07/15/2030 4,000,000.00 08/19/2025

4.32%
3,706,760.00
3,758,363.69

92.73 4.64%
3,709,304.00
48,877.78

0.58%
(49,059.69)
A3/A
NA

4.04 3.71
06051GHV4 BANK OF AMERICA CORP 3.194
07/23/2030 100,000.00 09/03/2025

4.57%
96,015.00
96,685.50

95.58 4.87%
95,575.00
1,401.81

0.01%
(1,110.50)
A1/A-
AA-

4.06 2.83

47 of 554

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
06406RBK2 BANK OF NEW YORK MELLON
CORP 4.596 07/26/2030 100,000.00 09/03/2025

4.11%
101,729.00
101,363.98

99.99 4.78%
99,990.30
1,978.83

0.02%
(1,373.68)
Aa3/A
AA-

4.07 2.78
437076DJ8 HOME DEPOT INC 3.95
09/15/2030 75,000.00 09/08/2025

4.03%
74,730.75
74,773.36

98.00 4.48%
73,496.25
872.29

0.01%
(1,277.11)
A2/A
A

4.21 3.78
58933YBQ7 MERCK & CO INC 4.15
09/15/2030 100,000.00 09/19/2025

4.05%
100,445.00
100,374.82

98.82 4.46%
98,816.00
1,221.94

0.02%
(1,558.82)
Aa3/A+
NA

4.21 3.77
437076DJ8 HOME DEPOT INC 3.95
09/15/2030 3,000,000.00 09/08/2025

4.03%
2,989,230.00
2,990,934.56

98.00 4.48%
2,939,850.00
34,891.67

0.46%
(51,084.56)
A2/A
A

4.21 3.78
40139LBN2 GUARDIAN LIFE GLOBAL
FUNDING 4.327 10/06/2030 100,000.00 09/30/2025

4.33%
100,000.00
100,000.00

98.37 4.75%
98,365.90
1,021.65

0.02%
(1,634.10)
Aa1/AA+
NA

4.27 3.81
141781CF9 CARGILL INC 4.125 10/23/2030 2,200,000.00 10/20/2025

4.14%
2,198,343.40
2,198,571.11

97.93 4.66%
2,154,504.00
17,141.67

0.34%
(44,067.11)
A2/A
NA

4.31 3.87
665859AY0 NORTHERN TRUST CORP 4.15
11/19/2030 3,000,000.00 11/13/2025

4.15%
2,999,880.00
2,999,894.72

98.55 4.52%
2,956,647.00
14,525.00

0.46%
(43,247.72)
A2/A+
A+

4.39 3.94
63743HGC0

NATIONAL RURAL UTILITIES

COOPERATIVE FINANCE CORP

4.3 12/10/2030
2,000,000.00 12/10/2025

4.26%
2,003,480.00
2,003,088.38

98.64 4.64%
1,972,836.00
5,016.67

0.31%
(30,252.38)
A2/NA
A

4.45 3.99
64952WFR9 NEW YORK LIFE GLOBAL
FUNDING 4.25 01/09/2031 2,190,000.00 01/05/2026

4.29%
2,186,496.00
2,186,827.98

98.37 4.65%
2,154,252.63
44,469.17

0.34%
(32,575.35)
Aa1/AA+
AAA

4.53 3.98
66815L2Z1

NORTHWESTERN MUTUAL
GLOBAL FUNDING 4.3
01/13/2031
2,715,000.00 01/06/2026

4.30%
2,714,755.65
2,714,778.27

98.44 4.69%
2,672,545.55
54,481.00

0.42%
(42,232.72)
Aa1/AA+
AAA

4.54 3.99
6944PL3M9 PACIFIC LIFE GLOBAL FUNDING II

4.375 02/03/2031 75,000.00 02/09/2026

4.26%
75,396.00
75,365.30

98.72 4.69%
74,036.70
1,348.96

0.01%
(1,328.60)
Aa3/AA-
AA-

4.60 4.04
6944PL3M9 PACIFIC LIFE GLOBAL FUNDING II

4.375 02/03/2031 2,000,000.00 01/29/2026

4.34%
2,002,760.00
2,002,536.30

98.72 4.69%
1,974,312.00
35,972.22

0.31%
(28,224.30)
Aa3/AA-
AA-

4.60 4.04
92826CAZ5 VISA INC 4.1 02/12/2031 2,690,000.00 02/03/2026

4.13%
2,686,395.40
2,686,669.79

98.91 4.36%
2,660,697.83
42,584.19

0.42%
(25,971.96)
Aa3/AA-
NA

4.62 4.09
743315BC6 PROGRESSIVE CORP 4.6
03/26/2031 108,000.00 04/13/2026

4.41%
108,867.24
108,829.22

99.67 4.68%
107,638.52
1,311.00

0.02%
(1,190.69)
A2/A
A

4.74 4.16
89236TQB4 TOYOTA MOTOR CREDIT CORP

4.55 05/14/2031 3,090,000.00 05/11/2026

4.60%
3,083,727.30
3,083,892.19

99.17 4.74%
3,064,402.44
18,355.46

0.48%
(19,489.75)
A1/A+
A+

4.87 4.29
14913V2D9 CATERPILLAR FINANCIAL
SERVICES CORP 4.5 05/15/2031 50,000.00 --

4.54%
49,910.50
49,912.80

99.53 4.61%
49,763.45
287.50

0.01%
(149.35)
A1/A
A+

4.87 4.30
14913V2D9 CATERPILLAR FINANCIAL
SERVICES CORP 4.5 05/15/2031 4,100,000.00 --

4.55%
4,091,825.20
4,092,035.61

99.53 4.61%
4,080,602.90
23,575.00

0.64%
(11,432.71)
A1/A
A+

4.87 4.30

48 of 554

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
532457DL9 ELI LILLY AND CO 4.375
05/20/2031 1,415,000.00 05/06/2026

4.40%
1,413,485.95
1,413,520.77

99.23 4.55%
1,404,108.75
7,050.43

0.22%
(9,412.03)
Aa3/AA-
NA

4.89 4.33
57636QBL7 MASTERCARD INC 4.6
06/08/2031 85,000.00 06/04/2026

4.62%
84,932.00
84,932.86

99.85 4.63%
84,869.36
249.81

0.01%
(63.50)
Aa3/A+
NA

4.94 4.36
57636QBL7 MASTERCARD INC 4.6
06/08/2031 3,535,000.00 06/04/2026

4.62%
3,532,172.00
3,532,207.62

99.85 4.63%
3,529,566.71
10,388.97

0.55%
(2,640.92)
Aa3/A+
NA

4.94 4.36
Total Corporate 118,804,000.00 4.49%
118,027,064.25
118,243,777.84

99.24 4.59%
117,856,624.15
1,323,023.51

18.46%
(387,153.70)

3.36 2.85
LAIF
90LAIF$00 Local Agency Investment Fund
State Pool 72,630,787.99 --

3.82%
72,630,787.99
72,630,787.99

1.00 3.82%
72,630,787.99

0.00 11.38%

0.00 NA/NA
NA

0.00 0.00
Total LAIF 72,630,787.99 3.82%
72,630,787.99
72,630,787.99

1.00 3.82%
72,630,787.99

0.00 11.38%

0.00 0.00

0.00 LOCAL GOV

INVESTMENT
POOL
90CAMP$00 CAMP 90,582,926.19 --

3.77%
90,582,926.19
90,582,926.19

1.00 3.77%
90,582,926.19

0.00 14.19%

0.00 NA/AAAm
NA

0.00 0.00
90SMCP$00 San Mateo County Investment
Pool 49,745,537.70 --

3.79%
49,745,537.70
49,745,537.70

1.00 3.79%
49,745,537.70

0.00 7.79%

0.00 NA/NA
NA

0.00 0.00
Total Local Gov
Investment Pool 140,328,463.89 3.78%
140,328,463.89
140,328,463.89

1.00 3.78%
140,328,463.89

0.00 21.98%

0.00 0.00

0.00 MONEY MARKET
FUND
X9X9USDDTP38 BNY DREYFUS TRS SEC INST 51,346.12 --

3.53%
51,346.12
51,346.12

1.00 3.53%
51,346.12

0.00 0.01%

0.00 Aaa/
AAAm
AAA

0.00 0.00
X9X9USDDTP38 BNY DREYFUS TRS SEC INST 3,929,145.32 --

3.53%
3,929,145.32
3,929,145.32

1.00 3.53%
3,929,145.32

0.00 0.62%

0.00 Aaa/
AAAm
AAA

0.00 0.00
Total Money
Market Fund 3,980,491.44 3.53%
3,980,491.44
3,980,491.44

1.00 3.53%
3,980,491.44

0.00 0.62%

0.00 0.00

0.00 49 of 554

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration

MUNICIPAL
BONDS
13063EGT7 CALIFORNIA STATE 4.5
08/01/2029 2,880,000.00 10/30/2024

4.38%
2,895,177.60
2,889,887.37
100.46

4.34%
2,893,224.96
54,000.00

0.45%
3,337.59
Aa2/AA-
AA

3.09 2.80
57582TEA6

MASSACHUSETTS
COMMONWEALTH 4.35
06/01/2030
2,500,000.00 06/10/2025

4.32%
2,503,250.00
2,502,570.90
100.17

4.30%
2,504,285.00
9,062.50

0.39%
1,714.10
Aa1/AA+
AA+

3.92 3.55
13063DYT9 CALIFORNIA STATE 1.75
11/01/2030 2,000,000.00 08/20/2025

4.05%
1,786,820.00
1,822,087.92

89.45 4.45%
1,789,068.00
5,833.33

0.28%
(33,019.92)
Aa2/AA-
AA

4.34 4.08
13063ESC1 CALIFORNIA ST 4.35 11/01/2032 100,000.00 10/31/2025

4.26%
100,532.00
100,482.59

98.91 4.55%
98,907.50
725.00

0.02%
(1,575.09)
Aa2/AA-
AA

6.34 5.44
13063ESC1 CALIFORNIA ST 4.35 11/01/2032 4,500,000.00 10/31/2025

4.26%
4,523,940.00
4,521,716.73

98.91 4.55%
4,450,837.50
32,625.00

0.70%
(70,879.23)
Aa2/AA-
AA

6.34 5.44
Total Municipal
Bonds 11,980,000.00 4.27%
11,809,719.60
11,836,745.52

98.12 4.43%
11,736,322.96
102,245.83

1.84%
(100,422.56)

4.72 4.18

SUPRANATIONAL
459058LN1

INTERNATIONAL BANK FOR

RECONSTRUCTION AND
DEVELOPM 3.875 10/16/2029
3,250,000.00 12/12/2024

4.25%
3,197,090.00
3,213,998.46

99.00 4.20%
3,217,607.25
26,227.50

0.50%
3,608.79
Aaa/AAA
NA

3.30 3.03
Total
Supranational 3,250,000.00 4.25%
3,197,090.00
3,213,998.46

99.00 4.20%
3,217,607.25
26,227.50

0.50%
3,608.79

3.30 3.03

US TREASURY
91282CLB5 UNITED STATES TREASURY 4.375
07/31/2026 4,000,000.00 07/30/2024

4.36%
4,001,250.00
4,000,051.37
100.05

3.67%
4,002,092.00
72,997.24

0.63%
2,040.63
Aa1/AA+
AA+

0.08 0.08
91282CCP4 UNITED STATES TREASURY 0.625
07/31/2026 375,000.00 08/04/2021

0.68%
373,989.26
374,983.35

99.75 3.67%
374,052.00
977.64

0.06%
(931.35)
Aa1/AA+
AA+

0.08 0.08
91282CCZ2 UNITED STATES TREASURY 0.875
09/30/2026 2,240,000.00 --

1.08%
2,217,766.81
2,238,882.85

99.28 3.81%
2,223,782.40
4,926.78

0.35%
(15,100.45)
Aa1/AA+
AA+

0.25 0.25
91282CLS8 UNITED STATES TREASURY 4.125
10/31/2026 3,000,000.00 11/21/2024

4.30%
2,990,156.25
2,998,303.76
100.06

3.93%
3,001,689.00
20,849.18

0.47%
3,385.24
Aa1/AA+
AA+

0.34 0.33
91282CDG3 UNITED STATES TREASURY 1.125
10/31/2026 740,000.00 11/15/2021

1.25%
735,490.63
739,695.89

99.08 3.92%
733,214.20
1,402.58

0.11%
(6,481.69)
Aa1/AA+
AA+

0.34 0.33
91282CKE0 UNITED STATES TREASURY 4.25
03/15/2027 200,000.00 09/11/2025

3.60%
201,882.82
200,881.39
100.17

4.00%
200,330.80
2,494.57

0.03%
(550.59)
Aa1/AA+
AA+

0.71 0.68

50 of 554

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
91282CEF4 UNITED STATES TREASURY 2.5
03/31/2027 5,000,000.00 02/15/2023

4.17%
4,685,742.19
4,942,957.19

98.89 4.01%
4,944,530.00
31,420.77

0.77%
1,572.81
Aa1/AA+
AA+

0.75 0.73
91282CKR1 UNITED STATES TREASURY 4.5
05/15/2027 250,000.00 09/19/2025

3.61%
253,535.16
251,873.63
100.33

4.10%
250,835.00
1,436.82

0.04%
(1,038.63)
Aa1/AA+
AA+

0.87 0.84
91282CNL1 UNITED STATES TREASURY 3.75
06/30/2027 250,000.00 09/19/2025

3.59%
250,664.06
250,374.18

99.65 4.11%
249,123.00

25.48 0.04%
(1,251.18)
Aa1/AA+
AA+

1.00 0.97
91282CKZ3 UNITED STATES TREASURY 4.375
07/15/2027 4,000,000.00 07/30/2024

4.17%
4,022,500.00
4,007,903.15
100.25

4.13%
4,009,996.00
80,732.04

0.63%
2,092.85
Aa1/AA+
AA+

1.04 0.99
91282CLG4 UNITED STATES TREASURY 3.75
08/15/2027 250,000.00 09/02/2025

3.67%
250,371.09
250,213.99

99.57 4.14%
248,925.75
3,522.10

0.04%
(1,288.24)
Aa1/AA+
AA+

1.13 1.07
91282CLL3 UNITED STATES TREASURY 3.375
09/15/2027 250,000.00 09/11/2025

3.53%
249,267.58
249,559.35

99.09 4.15%
247,734.50
2,476.22

0.04%
(1,824.85)
Aa1/AA+
AA+

1.21 1.16
91282CLX7 UNITED STATES TREASURY 4.125
11/15/2027 250,000.00 09/19/2025

3.57%
252,851.56
251,825.87

99.94 4.17%
249,843.75
1,317.09

0.04%
(1,982.12)
Aa1/AA+
AA+

1.38 1.31
91282CLX7 UNITED STATES TREASURY 4.125
11/15/2027 5,000,000.00 11/14/2024

4.23%
4,984,765.63
4,992,996.65

99.94 4.17%
4,996,875.00
26,341.71

0.78%
3,878.35
Aa1/AA+
AA+

1.38 1.31
91282CFZ9 UNITED STATES TREASURY 3.875
11/30/2027 1,800,000.00 12/16/2022

3.70%
1,813,851.56
1,803,965.26

99.61 4.16%
1,792,899.00
5,907.79

0.28%
(11,066.26)
Aa1/AA+
AA+

1.42 1.36
91282CGC9 UNITED STATES TREASURY 3.875
12/31/2027 3,800,000.00 12/28/2022

3.96%
3,785,816.67
3,795,736.44

99.58 4.17%
3,783,967.80
400.14

0.59%
(11,768.64)
Aa1/AA+
AA+

1.50 1.44
91282CMF5 UNITED STATES TREASURY 4.25
01/15/2028 250,000.00 09/02/2025

3.64%
253,388.67
252,208.13
100.11

4.17%
250,273.50
4,901.59

0.04%
(1,934.63)
Aa1/AA+
AA+

1.54 1.45
91282CGH8 UNITED STATES TREASURY 3.5
01/31/2028 5,000,000.00 02/03/2023

3.61%
4,974,023.44
4,991,736.03

98.97 4.18%
4,948,440.00
72,997.24

0.78%
(43,296.03)
Aa1/AA+
AA+

1.59 1.50
91282CGP0 UNITED STATES TREASURY 4.0
02/29/2028 3,750,000.00 --

4.04%
3,743,164.07
3,747,759.59

99.73 4.16%
3,740,040.00
50,135.87

0.59%
(7,719.59)
Aa1/AA+
AA+

1.67 1.57
91282CMS7 UNITED STATES TREASURY 3.875
03/15/2028 250,000.00 09/19/2025

3.55%
251,933.59
251,331.08

99.52 4.17%
248,789.00
2,843.07

0.04%
(2,542.08)
Aa1/AA+
AA+

1.71 1.62
91282CQL8 UNITED STATES TREASURY 3.75
04/30/2028 5,000,000.00 05/11/2026

3.92%
4,983,789.06
4,984,916.39

99.28 4.16%
4,963,865.00
31,589.67

0.78%
(21,051.39)
Aa1/AA+
AA+

1.84 1.74
91282CHE4 UNITED STATES TREASURY 3.625
05/31/2028 5,000,000.00 --

4.01%
4,928,007.82
4,966,695.53

99.02 4.16%
4,950,780.00
15,351.78

0.78%
(15,915.53)
Aa1/AA+
AA+

1.92 1.82
91282CHQ7 UNITED STATES TREASURY 4.125
07/31/2028 5,000,000.00 --

4.42%
4,936,132.82
4,973,007.01

99.93 4.16%
4,996,485.00
86,032.46

0.78%
23,477.99
Aa1/AA+
AA+

2.08 1.94
91282CHX2 UNITED STATES TREASURY 4.375
08/31/2028 250,000.00 09/02/2025

3.63%
255,205.08
253,771.66
100.42

4.17%
251,054.75
3,655.74

0.04%
(2,716.91)
Aa1/AA+
AA+

2.17 2.02

51 of 554

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
91282CNY3 UNITED STATES TREASURY 3.375
09/15/2028 250,000.00 09/19/2025

3.56%
248,701.17
249,037.51

98.34 4.17%
245,839.75
2,476.22

0.04%
(3,197.76)
Aa1/AA+
AA+

2.21 2.08
91282CJF9 UNITED STATES TREASURY 4.875
10/31/2028 3,000,000.00 10/27/2023

4.79%
3,011,367.19
3,005,307.18
101.54

4.17%
3,046,173.00
24,639.95

0.48%
40,865.82
Aa1/AA+
AA+

2.34 2.17
9128285M8 UNITED STATES TREASURY 3.125
11/15/2028 250,000.00 09/04/2025

3.57%
246,630.86
247,494.08

97.66 4.17%
244,160.25
997.79

0.04%
(3,333.83)
Aa1/AA+
AA+

2.38 2.25
91282CJN2 UNITED STATES TREASURY 4.375
11/30/2028 1,100,000.00 12/28/2023

3.83%
1,126,812.50
1,113,167.65
100.46

4.17%
1,105,069.90
4,076.16

0.17%
(8,097.75)
Aa1/AA+
AA+

2.42 2.26
91282CJR3 UNITED STATES TREASURY 3.75
12/31/2028 3,750,000.00 --

3.99%
3,710,400.39
3,730,045.60

99.01 4.17%
3,712,792.50
382.13

0.58%
(17,253.10)
Aa1/AA+
AA+

2.50 2.36
91282CJW2 UNITED STATES TREASURY 4.0
01/31/2029 5,500,000.00 --

4.30%
5,427,304.69
5,461,894.92

99.57 4.18%
5,476,366.50
91,767.96

0.86%
14,471.58
Aa1/AA+
AA+

2.59 2.39
9128286B1 UNITED STATES TREASURY 2.625
02/15/2029 250,000.00 09/02/2025

3.65%
241,767.58
243,732.65

96.20 4.17%
240,488.25
2,465.47

0.04%
(3,244.40)
Aa1/AA+
AA+

2.63 2.47
91282CKG5 UNITED STATES TREASURY 4.125
03/31/2029 5,000,000.00 04/10/2024

4.57%
4,901,367.19
4,945,439.48

99.88 4.17%
4,994,140.00
51,844.26

0.78%
48,700.52
Aa1/AA+
AA+

2.75 2.55
91282CKP5 UNITED STATES TREASURY 4.625
04/30/2029 4,000,000.00 05/03/2024

4.48%
4,025,546.88
4,014,514.00
101.20

4.17%
4,047,812.00
31,168.48

0.63%
33,298.00
Aa1/AA+
AA+

2.83 2.61
91282CKT7 UNITED STATES TREASURY 4.5
05/31/2029 2,000,000.00 06/21/2024

4.26%
2,021,484.38
2,012,697.48
100.91

4.17%
2,018,126.00
7,622.95

0.32%
5,428.52
Aa1/AA+
AA+

2.92 2.70
91282CKX8 UNITED STATES TREASURY 4.25
06/30/2029 2,250,000.00 07/18/2024

4.09%
2,265,908.20
2,259,640.00
100.23

4.17%
2,255,098.50
259.85

0.35%
(4,541.50)
Aa1/AA+
AA+

3.00 2.79
91282CLC3 UNITED STATES TREASURY 4.0
07/31/2029 4,000,000.00 07/30/2024

4.04%
3,993,281.25
3,995,856.89

99.52 4.17%
3,980,936.00
66,740.33

0.62%
(14,920.89)
Aa1/AA+
AA+

3.08 2.82
91282CFJ5 UNITED STATES TREASURY 3.125
08/31/2029 250,000.00 09/02/2025

3.68%
244,892.58
245,946.99

96.91 4.17%
242,285.25
2,611.24

0.04%
(3,661.74)
Aa1/AA+
AA+

3.17 2.94
91282CLK5 UNITED STATES TREASURY 3.625
08/31/2029 11,000,000.00 --

3.49%
11,065,312.50
11,041,774.49

98.40 4.17%
10,823,824.00
133,277.85

1.70%
(217,950.49)
Aa1/AA+
AA+

3.17 2.92
91282CLN9 UNITED STATES TREASURY 3.5
09/30/2029 3,000,000.00 10/04/2024

3.76%
2,964,375.00
2,976,752.68

97.97 4.17%
2,939,064.00
26,393.44

0.46%
(37,688.68)
Aa1/AA+
AA+

3.25 3.01
91282CLR0 UNITED STATES TREASURY 4.125
10/31/2029 5,000,000.00 11/19/2024

4.24%
4,975,390.63
4,983,402.98

99.84 4.18%
4,991,990.00
34,748.64

0.78%
8,587.02
Aa1/AA+
AA+

3.34 3.06
91282CMA6 UNITED STATES TREASURY 4.125
11/30/2029 5,000,000.00 12/16/2024

4.25%
4,971,289.06
4,980,192.78

99.84 4.17%
4,992,190.00
17,469.26

0.78%
11,997.22
Aa1/AA+
AA+

3.42 3.14
91282CGB1 UNITED STATES TREASURY 3.875
12/31/2029 250,000.00 09/04/2025

3.63%
252,451.17
251,986.72

99.02 4.18%
247,539.00

26.32 0.04%
(4,447.72)
Aa1/AA+
AA+

3.50 3.24

52 of 554

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
91282CGQ8 UNITED STATES TREASURY 4.0
02/28/2030 250,000.00 09/02/2025

3.70%
253,037.11
252,479.35

99.39 4.18%
248,486.25
3,342.39

0.04%
(3,993.10)
Aa1/AA+
AA+

3.67 3.33
91282CGQ8 UNITED STATES TREASURY 4.0
02/28/2030 5,000,000.00 --

4.04%
4,991,093.75
4,993,194.42

99.39 4.18%
4,969,725.00
66,847.83

0.78%
(23,469.42)
Aa1/AA+
AA+

3.67 3.33
91282CGS4 UNITED STATES TREASURY 3.625
03/31/2030 7,000,000.00 --

3.86%
6,930,742.19
6,944,773.86

98.06 4.19%
6,864,375.00
63,784.15

1.08%
(80,398.86)
Aa1/AA+
AA+

3.75 3.43
91282CMZ1 UNITED STATES TREASURY 3.875
04/30/2030 8,000,000.00 --

4.01%
7,950,859.38
7,961,834.53

98.92 4.18%
7,913,440.00
52,228.26

1.24%
(48,394.53)
Aa1/AA+
AA+

3.83 3.50
91282CNG2 UNITED STATES TREASURY 4.0
05/31/2030 10,000,000.00 --

4.01%
9,995,507.82
9,996,475.14

99.32 4.19%
9,932,420.00
33,879.78

1.56%
(64,055.14)
Aa1/AA+
AA+

3.92 3.58
91282CNK3 UNITED STATES TREASURY 3.875
06/30/2030 5,000,000.00 07/09/2025

3.98%
4,976,562.50
4,981,157.08

98.84 4.19%
4,942,190.00
526.49

0.77%
(38,967.08)
Aa1/AA+
AA+

4.00 3.66
91282CHR5 UNITED STATES TREASURY 4.0
07/31/2030 250,000.00 09/02/2025

3.75%
252,792.97
252,323.84

99.27 4.19%
248,183.50
4,171.27

0.04%
(4,140.34)
Aa1/AA+
AA+

4.08 3.67
91282CNX5 UNITED STATES TREASURY 3.625
08/31/2030 250,000.00 09/11/2025

3.55%
250,888.67
250,745.62

97.83 4.20%
244,580.00
3,029.04

0.04%
(6,165.62)
Aa1/AA+
AA+

4.17 3.77
91282CNX5 UNITED STATES TREASURY 3.625
08/31/2030 10,000,000.00 --

3.70%
9,967,851.56
9,973,073.76

97.83 4.20%
9,783,200.00
121,161.68

1.53%
(189,873.76)
Aa1/AA+
AA+

4.17 3.77
91282CPA3 UNITED STATES TREASURY 3.625
09/30/2030 7,500,000.00 --

3.71%
7,472,851.57
7,475,654.54

97.80 4.20%
7,334,767.50
68,340.16

1.15%
(140,887.04)
Aa1/AA+
AA+

4.25 3.86
91282CPN5 UNITED STATES TREASURY 3.5
11/30/2030 250,000.00 12/08/2025

3.76%
247,031.25
247,364.56

97.20 4.20%
242,988.25
741.12

0.04%
(4,376.31)
Aa1/AA+
AA+

4.42 4.03
91282CQD6 UNITED STATES TREASURY 3.5
02/28/2031 5,000,000.00 04/21/2026

3.87%
4,917,968.75
4,921,207.43

97.07 4.20%
4,853,320.00
58,491.85

0.76%
(67,887.43)
Aa1/AA+
AA+

4.67 4.20
91282CQG9 UNITED STATES TREASURY 3.875
03/31/2031 200,000.00 04/08/2026

3.92%
199,585.94
199,604.85

98.58 4.21%
197,156.20
1,948.09

0.03%
(2,448.65)
Aa1/AA+
AA+

4.75 4.25
91282CQG9 UNITED STATES TREASURY 3.875
03/31/2031 5,000,000.00 04/08/2026

3.92%
4,989,648.44
4,990,121.30

98.58 4.21%
4,928,905.00
48,702.19

0.77%
(61,216.30)
Aa1/AA+
AA+

4.75 4.25
91282CQK0 UNITED STATES TREASURY 3.875
04/30/2031 200,000.00 05/20/2026

4.23%
196,882.81
196,953.62

98.56 4.21%
197,125.00
1,305.71

0.03%
171.38
Aa1/AA+
AA+

4.83 4.33
91282CQK0 UNITED STATES TREASURY 3.875
04/30/2031 5,000,000.00 06/01/2026

4.19%
4,931,445.31
4,932,554.11

98.56 4.21%
4,928,125.00
32,642.66

0.77%
(4,429.11)
Aa1/AA+
AA+

4.83 4.33
Total US Treasury 180,655,000.00 3.96%
179,614,579.06
180,100,031.85

99.14 4.15%
179,092,499.05
1,584,846.55

28.06%
(1,007,532.80)

2.88 2.65

53 of 554

HOLDINGS REPORT
Cusip Security Description Par Value/
Units
Purchase Date
Purchase Yield
Cost Value
Book Value
Mkt Price
Mkt YTM
Market Value
Accrued Int.
% of Port.

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
Total Portfolio 643,358,680.35 4.06%
638,685,020.34
640,299,435.70

65.50 4.15%
638,349,838.75
3,286,198.21
100.00%
(1,949,596.95)

2.04 1.72
Total Market Value
+ Accrued 641,636,036.96

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CITY OF SAN MATEO
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2 0

CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 8 Section Name: CONSENT CALENDAR Account Number: 10-5141 File ID: 26-11565 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: Police Department
MEETING DATE: September 08, 2026
SUBJECT:

San Mateo County Gun Relinquishment Task Force — Amendment RECOMMENDATION:

Approve Amendment No. 2 to the agreement with the County of San Mateo to maintain the assignment of one Police Officer to the Gun Relinquishment Task Force by extending the term for two years through November 20, 2028, and increasing the amount reimbursable to the City by $600,000 for a new cumulative total reimbursable amount of $1,900,000; and authorize the Chief of Police to sign the agreement in substantially the form presented.

BACKGROUND:

The City of San Mateo has assigned a Police Officer to the Countywide Gun Relinquishment Task Force (GRTF) since 2022.

The GRTF operates out of the San Mateo County District Attorney’s Office to coordinate and share resources among law enforcement agencies to enforce unlawful firearm possession laws, promote safety, and reduce gun violence. The term of the current agreement concludes November 20, 2026, and all parties wish to continue the assignment of a Police Officer to the GRTF, so that the City and County can continue to work collaboratively on these efforts.

The City will receive full reimbursement of all costs including salary, benefits and overtime for the Officer assigned to the GRTF. Amendment No. 2 to the Agreement will extend the term through November 20, 2028, and correspondingly increase the total amount authorized to be paid to the City in reimbursement by $600,000, for a new total cumulative reimbursable amount of $1,900,000. It is the City’s policy that intergovernmental agreements be approved by the City Council.

BUDGET IMPACT:

The County will provide full reimbursement to cover the salary, benefits, and task force related overtime for the Officer assigned. The anticipated reimbursement revenue has already been planned for in the adopted FY2026-27 budget.

ENVIRONMENTAL DETERMINATION:

This action is not a project subject to CEQA, because it is an organizational or administrative activity that will not result in direct or indirect physical changes in the environment. (CEQA Guidelines Section 15378(b)(5).)

STRATEGIC PLAN ALIGNMENT
This staff report supports the Public Safety initiative.

NOTICE PROVIDED
All meeting noticing requirements were met.

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CITY OF SAN MATEO
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2 0

ATTACHMENTS
Att 1 – Proposed Amendment No. 2

STAFF CONTACT
Ed Barberini, Chief of Police
[email protected]
(650) 522-7600
Tricia Toomey, Business Manager
[email protected]
(650) 522-7623

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GRTF Contract Amendment 2024

Page 1 ends

AMENDMENT NO. 2 TO THE AGREEMENT

BETWEEN THE COUNTY OF SAN MATEO AND THE CITY OF SAN MATEO FOR THE PURPOSE OF

PROVIDING PERSONNEL SUPPORT TO THE SAN MATEO COUNTY

GUN RELINQUISHMENT TASK FORCE

THIS AMENDMENT TO THE AGREEMENT, entered into _________________, by and between the COUNTY OF SAN MATEO, hereinafter called "County," and the CITY OF SAN MATEO, hereinafter called "Partner" (together “Parties”);

W I T N E S S E T H:

WHEREAS, pursuant to Government Code, Section 31000, County may contract with independent contractors for the furnishing of such services to or for County or any Department thereof;

WHEREAS, the parties entered into an Agreement for firearm relinquishment and enforcement services on November 21st, 2022; and

WHEREAS, the parties amended the Agreement on December 3, 2024 to extend the term through November 20, 2026; and

WHEREAS, the parties now wish to amend the Agreement to November 20, 2028.

NOW, THEREFORE, IT IS HEREBY AGREED BY THE PARTIES HERETO AS FOLLOWS:

1. Section 3 Payments of the agreement is amended to read as follows:

In consideration of the services provided by Partner in accordance with all terms, conditions, and specifications set forth herein and Exhibit A and in the manner described in Exhibit B, the County shall reimburse Partner for all costs of the Officer on annual basis, prorated based on the length of time the Officer is actually assigned to the GRTF, including the cost of the Officer’s salary, benefits, overtime, reimbursements, and other necessary costs associated with Partner’s performance under this Agreement, but excluding any worker’s compensation payments. In no event shall County’s total fiscal obligation under this Agreement exceed 1 MILLION NINE HUNDRED THOUSAND DOLLARS ($1,900,000) ($300,000 annually).

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GRTF Contract Amendment 2024

Page 2 ends

2. Section 4 Term and Termination is added to the agreement to read as follows:

Subject to compliance with all terms and conditions, the term of this Agreement shall be November 21st, 2026, through November 20, 2028.

3. Original Exhibit B is replaced with Revised Exhibit B (rev. November 21st 2026).

In consideration of the services provided by Partner described in Exhibit A and subject to the terms of the agreement, the County shall pay Partner based on the following fee schedule and terms:

County shall pay Partner on a quarterly basis for one quarter of the annual cost of Partner’s assigned employee/officer within 60 day of receiving an invoice with a breakdown establishing that cost in a form reasonably deemed acceptable by the County.

Partner shall produce monthly invoices to County reflecting any overtime worked by employee on a form deemed acceptable by County. Any overtime must be pre-approved by Partner and pre-authorized by County before it is worked.

The total amount to be paid under this agreement shall not exceed ONE MILLION NINE HUNDRED THOUSAND DOLLARS ($1,900,000) ($300,000 annually).

4. All other terms and conditions of the agreement dated November 21st, 2022, between the County and Partner shall remain in full force and effect.

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GRTF Contract Amendment 2024

Page 3 ends

In witness of and in agreement with this Agreement’s terms, the parties, by their duly authorized representatives, affix thei r respective signatures:

For Partner: City of San Mateo

_____________________________
Ed Barberini, Chief of Police
_______________
Date
___________________________
Partner Name (please print)

For County:

COUNTY OF SAN MATEO

By:

Purchasing Agent Signature (Department Head or Authorized Designee), San Mateo County

Date:

ATTEST:

By:

Clerk of Said Board

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CITY OF SAN MATEO
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3 1

CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 9 Section Name: CONSENT CALENDAR Account Number: 10-5112 File ID: 26-11580 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: Police Department
MEETING DATE: September 08, 2026
SUBJECT:

Police Department Budgeted Positions — Adoption
RECOMMENDATION:

Adopt a Resolution amending the Fiscal Year 2026-2027 budget and authorizing the addition of 1.00 Full-Time Equivalent (FTE) Management Analyst I/II position in the Police Department, and the reduction of 1.05 FTE in per diem positions.

BACKGROUND:

The San Mateo Police Department's Homeless Outreach Team (HOT) is a specialized civilian unit dedicated to providing compassionate, non-enforcement support to individuals experiencing homelessness. The team focuses on building trust and connecting unsheltered individuals with services and long-term solutions, including emergency shelter, housing programs, medical care, and behavioral health resources.

Until recently, the HOT Unit consisted of one full-time Management Analyst serving as a Homeless Resource Manager and one part-time retired annuitant who provided specialized knowledge and outreach services. The Police Department has relied on retired annuitants to support HOT operations for several years. While this staffing model has been effective, it is no longer sustainable due to limitations associated with CalPERS retired annuitant employment regulations. The retired annuitant who had provided these services for many years separated from City employment in June due to these regulations.

The Police Department currently utilizes a number of retired annuitants in various assignments, all of whom are expected to conclude their employment with the City in the next several months. Staff evaluated the duties performed by these annuitants and determined that many responsibilities can either be absorbed by existing personnel or can be accomplished through alternative staffing arrangements. However, the specialized nature of the homeless outreach function requires dedicated, consistent support and would be best performed by a full-time merit employee.

To maintain the City’s homeless outreach efforts, staff proposes authorizing a second Homeless Resource Manager position with the Management Analyst I/II classification. This position will work collaboratively with community members, businesses, service providers, and individuals experiencing homelessness to provide outreach, address quality of life concerns, respond to community inquiries, and connect individuals with support services. The position will also collect and analyze data related to homelessness, identify trends and service gaps, and assist in the development and implementation of policies, programs, and strategies that support long-term solutions. The Management Analyst I/II classification is well- suited for these responsibilities, which require strong analytical, communication, program management, and problem- solving skills.

The proposed position will be funded through the Police Department’s existing 2026-2027 budget appropriation. Staff has identified specific budget savings that can be redirected to fund the additional Management Analyst position. These savings are primarily associated with the conclusion of retired annuitant assignments and other available savings within existing appropriations. The Police Department will reduce the appropriations identified below and redirect those

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CITY OF SAN MATEO
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3 1
resources to support the proposed new position. The reductions are consistent with the Department’s evaluation of retired annuitant duties and staffing needs and reflect expenditures that are no longer anticipated at their previously budgeted levels.

Program/Budget
Line Item
FTE
Reduction
Cost
savings
Explanation
HOT Team
Cost Center CC_0603
SC_500001

0.46 ($81,378) Reduce adopted per diem budget by 0.46 FTE (960 hours) which were intended for retired annuitant to perform HOT duties.

Records
Cost Center CC_0612
SC_500001

0.18 ($16,261) Reduce adopted per diem budget in Records Division by 0.18 FTE (375 hours). The hours were budgeted for retired annuitant assistance which will conclude in December. There are sufficient per diem resources budgeted in the Records Division to conduct regular/ongoing duties within the remaining budget allocation.

Support Services
Cost Center CC_0606
SC_500001

0.41 ($82,407) Reduce adopted per diem budget by 0.41 FTE (850 hours) in Support Services. The hours were budgeted for retired annuitant assistance to perform background and internal affairs investigations. Staff anticipates a reduced need for background investigations as the Police Department approaches full-staffing. Additionally, with the creation of the new Civilian Investigator job classification, these duties can be performed more cost effectively. As a result, staff anticipates the remaining per diem appropriation in Support Services will be sufficient to meet operational needs despite this reduction.

TOTAL 1.05 ($180,046) Total Budget reduction to fund new position The total identified budget reduction of $180,000 will be sufficient to offset the cost of the proposed position, which will provide dedicated, ongoing staffing for the Homeless Outreach Team while allowing the Department to transition away from the reliance on retired annuitant staffing for this specialized function.

Per San Mateo Municipal Code Section 2.57.030(d), the addition of new positions requires approval by City Council Resolution.

BUDGET IMPACT:

The addition of 1.00 FTE Management Analyst I/II position will result in an estimated annual cost of approximately $180,000. This cost will be fully offset through the permanent reduction of budgeted funding in the Per Diem spend category described in the table above. As a result, the proposed staffing change will have no net impact on the General Fund.

ENVIRONMENTAL DETERMINATION:

STRATEGIC PLAN ALIGNMENT
This staff report supports the Public Safety initiative.

NOTICE PROVIDED
All meeting noticing requirements were met.

ATTACHMENTS
Att 1 – Proposed Resolution

STAFF CONTACT
Ed Barberini, Chief of Police
[email protected]
(650) 522-7600
Tricia Toomey, Business Manager
[email protected]
(650) 522-7623

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CITY OF SAN MATEO
RESOLUTION NO. ____ (2026)

APPROVING AMENDMENTS TO AUTHORIZED POSITIONS AND PER DIEM EXPENDITURES IN THE POLICE DEPARTMENT FY2026-2027 BUDGET
WHEREAS, pursuant to San Mateo Municipal Code Section 2.57.030(d), the addition of positions must be approved by City Council Resolution; and
WHEREAS, Section 5.13(a) of the City Charter requires City Council approval by resolution for supplemental appropriations to the City’s budget; and
WHEREAS, the basis of the proposed changes is fully detailed in the accompanying administrative report.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN MATEO, CALIFORNIA, HEREBY RESOLVES that:

1. This action is not a project subject to CEQA, because it is an organizational or administrative activity that will not result in direct or indirect physical changes in the environment. (CEQA Guidelines Section 15378(b)(5).)

2. The addition of 1.00 Full Time Equivalent (FTE) Management Analyst I/II position is approved.

3. The funding for this additional position shall be achieved by amending the Police Department’s adopted 2026-2027 as shown below:

Fund Cost Center Spend Category Debit Credit
100 CC_0603 SC_500001 Wages - Per Diem ($81,378)
100 CC_0612 SC_500001 Wages - Per Diem ($16,261)
100 CC_0606 SC_500001 Wages - Per Diem ($82,407)
100 CC_0601 SC_500000 Salaries - Regular $120,000
100 CC_0601 SC_500100 Benefits $60,000
TOTAL ($180,046) $180,000

62 of 554

CITY OF SAN MATEO

CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 10 Section Name: CONSENT CALENDAR Account Number: 23-3133 File ID: 26-11532 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: Community Development Department
MEETING DATE: September 8, 2026
SUBJECT:

Consolidated Annual Progress and Evaluation Report for the Community Development Block Grant 2025-26 — Adoption RECOMMENDATION:

Adopt the 2025-26 Consolidated Annual Progress and Evaluation Report (CAPER) and direct staff to submit it to the United States Department of Housing and Urban Development (HUD).

BACKGROUND:

Each year, the City is required to submit to the United States Department of Housing and Urban Development (HUD) a Consolidated Annual Performance Evaluation Report (CAPER). The primary focus of the CAPER is on the use of Community Development Block Grant (CDBG) funds, which the City receives on an annual basis from HUD. It also serves to document progress made towards the City’s housing and community development goals as identified in associated planning documents. These include the five-year Consolidated Plan and Annual Action Plan, which outline where the annual CDBG funding will be spent and what goals the City would like to achieve with those activities. This year’s CAPER documents progress made on the 2025-26 Annual Acton Plan and the 2023-27 Consolidated Plan.

The City uses CDBG funds to assist the public in many categories, as defined by HUD. These include public services, economic development, community development, fair housing administration, and minor home rehabilitation. The CAPER responds to questions asked in a template provided by HUD and consists of narrative on the progress of San Mateo’s community development programs and accomplishments made possible by use of CDBG funds.

It should be noted that there was a delay in receiving 2025-26 CDBG entitlement funds due to the City and HUD not jointly executing the CDBG Grant Agreement until June 2026. Prior-year CDBG funds were used in place of the entitlement to continue supporting the City’s community partners until the time that the Grant Agreement was executed and the City received its entitlement funds. However, since prior-year funds were limited, larger projects such as National Rebuilding Day (Rebuilding Together) and Public Works-led street and sidewalks improvements were excluded from this year’s activities. Once the City received its entitlement funds, the halted projects were able to resume.

The CAPER in Attachment 1 is the narrative portion of the report, describing program activities and achievements. Much of this information is generated from the HUD computer system, Integrated Disbursement and Information System (IDIS), and from internal reporting systems.

Several areas are highlighted in this year’s CAPER, including:

1.Community Funding
The City funded several activities through its Community Funding program such as public services, minor home rehabilitation, and fair housing. A total of eleven programs were funded, all administered by local organizations who serve

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CITY OF SAN MATEO
low- and moderate- income residents. In Program Year 2025-26, the City funded $251,800 in total to the following areas:
•Seven public service grants totaling $114,800, which assisted 15,285 people. Each grantee received $16,400 each. oCALL Primrose, is a drop-in food pantry for low-income residents and served 996 people. oCORA, provided victims and survivors of domestic and their children with a safety net of legal services, and served 177 people.
oFriends for Youth, is a mentorship program for low-income students in San Mateo schools and served 10 students.
oLegal Aid Society of San Mateo County, provided legal services for tenants at-risk of evictions and served 162 people.
oLifeMoves’ First Step Shelter, is an emergency shelter for families and served 40 people. oRape Trauma Services, provided mental health services for children and youth to address the multiple healing needs of child survivors of sexual trauma, and served 89 people. oSamaritan House, provided a broad spectrum of assistance, including backpack drives, case management, emergency assistance - food, clothing, shelter, healthcare - as well as financial assistance and empowerment services, and served 13,766 people.

•One minor home rehabilitation grant program of $32,000. oRebuilding Together Peninsula – Safe at Home Program, provided minor home repair and renovation services for low-income homeowners. The term for this grant was extended to December 31, 2026, and is currently in progress. Metrics for this year will be presented in next year’s CAPER. oRebuilding Together Peninsula’s National Rebuilding Day was awarded $75,000 in the 2025-26 Annual Action Plan. Due to the delay in receiving entitlement funds, Rebuilding Together Peninsula made the decision to carry over a portion of the funds on to next year’s project for 2026-27. •Two economic development grants totaling $80,000, which assisted 29 people. oRenaissance Entrepreneurship Center, provided microenterprise services for low-income prospective business owners and served 24 people.
oUpwards, provided technical assistance for daycare businesses (prospective or established) and served 5 people.
•One grant for fair housing services totaling $25,000, which assisted 16 people. oProject Sentinel, provided fair housing services for low-income tenants.

2.Public Facilities
Public facilities are another category of CDBG funding. The City uses these funds to support City street and sidewalk improvements in identified CDBG priority neighborhoods and local non-profits that primarily serve low- and moderate- income households. The North Central and North Shoreview neighborhood areas are identified as San Mateo’s CDBG priority neighborhoods. In Program Year 2025-26, Public Works programmed CDBG funds to make pedestrian-type improvements within the CDBG Priority Neighborhood near senior facilities and points of interest identified in the Age- Friendly San Mateo Action Plan. Due to the aforementioned challenges in receiving entitlement funds, this project was halted, but the work will be completed in the following year utilizing the programmed 2025-26 entitlement funds.

3.Other Accomplishments
In 2025-26, the City accomplished additional efforts that address affordable housing, homelessness, and poverty reduction. These accomplishments help support the goals listed in planning documents, including the 2023-27 Consolidated Plan, 2025-26 Annual Action Plan, and the 2023-2031 Housing Element:
•City Council approved the collaboration with an affordable housing developer, Alta Housing and commercial developer Harvest Properties/Prometheus, on the “Bespoke” mixed-use development. Bespoke combines commercial and residential components, including a 71-unit affordable housing development, all located on a City- owned parking lot on 4th Avenue and B Street and adjacent sites with a shared underground parking garage.

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CITY OF SAN MATEO
•Through the state-grant, Permanent Local Housing Allocation (PLHA) fund, the City funded a homeless shelter, rapid rehousing, and home-sharing, and supportive housing programs. A total of 177 San Mateo residents were supported through these programs.
•An Emergency Rental Assistance Program was adopted in July 2025 to prevent homelessness and displacement among low-income San Mateo residents. The program successfully assisted 66 households by the end of the third quarter, exceeding the projected goal of 37 households.

HUD requires that the CAPER be submitted no more than 90 days after the close of the Program Year, which was June 30, 2025. This year, the deadline for submittal is September 29, 2026. The submittal of the CAPER must be preceded by a public comment period, during which the time the draft CAPER must be available to the public. The draft 2025-26 CAPER was published and posted to the City’s website on August 14, 2026, with the public comment period closing on the date of this meeting, August 31, 2026. Any public comments received after agenda publication will be provided at the meeting.

BUDGET IMPACT:

There are no budget impacts involved in the presentation, approval, and submission of this report.

ENVIRONMENTAL DETERMINATION:

This administrative review of the 2025-26 CAPER is not a project subject to CEQA, because it can be seen with certainty that it will not cause a physical change in the environment. (Public Resources Code Section 21065.)

STRATEGIC PLAN ALIGNMENT
This staff report supports the Housing initiative.

NOTICE PROVIDED
All meeting noticing requirements were met. The draft CAPER was published on the City’s website on August 14, 2026. A notice was also published on August 14, 2026, in the San Mateo Daily Journal to inform the public of the public comment period from August 15, 2026, to August 31, 2026; this meets the required 15-day period as stated in the City’s Citizen Participation Plan. The same public notice provided information about the Public Hearing hosted by the Community Relations Commission on August 19, 2026, and this City Council meeting on September 8, 2026.

ATTACHMENTS
Att 1 – Draft 2025-26 Consolidated Annual Performance Evaluation Report

STAFF CONTACT
Jennifer Mora, Housing Specialist I
[email protected]
(650) 522-7230

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CAPER 1
OMB Control No: 2506-0117 (exp. 09/30/2021)
City of San Mateo 2025
Consolidated Annual
Performance and Evaluation Report (CAPER)
Published: August 14, 2026

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CAPER 2
OMB Control No: 2506-0117 (exp. 09/30/2021)
Contents
CR-05 - Goals and Outcomes .....................................................................................................................................................................................3 CR-10 - Racial and Ethnic composition of families assisted.......................................................................................................................................6 CR-15 - Resources and Investments 91.520(a)..........................................................................................................................................................8 CR-20 - Affordable Housing 91.520(b).....................................................................................................................................................................10 CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) .................................................................................................13 CR-30 - Public Housing 91.220(h); 91.320(j)............................................................................................................................................................17 CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j) ....................................................................................................................................................18 CR-40 - Monitoring 91.220 and 91.230 ...................................................................................................................................................................21 CR-58 – Section 3.....................................................................................................................................................................................................23

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CAPER 3
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CR-05 - Goals and Outcomes
Progress the jurisdiction has made in carrying out its strategic plan and its action plan. 91.520(a) This Consolidated Annual Evaluation and Report (CAPER) is for Fiscal Year (FY) 2025-26, the fourth year of the San Mateo County Consortia 2023- 2027 Consolidated Plan (Con Plan). The city and region continue to see sustained high housing prices, while nationwide inflation is pushing up the prices of goods and services. This has consequently placed more pressure on many moderate- and low- income families and seniors. Many residents continue to face housing and food security issues. While the immediate COVID-19 pandemic is over, its impacts continue to reverberate throughout the community and affect residents' lives, especially the lives of low- and moderate- income residents.

The San Mateo community is diverse in its income demographics. Through the allocation of CDBG funds, the City of San Mateo continues to support and strengthen neighborhoods. Funding has been directed toward public service, economic development, minor home repair, and public facility upgrades targeting lower-income families and individuals.

The City continues to use CDBG funds efficiently and effectively, as shown by the accomplishments in an attachment to this screen.

Comparison of the proposed versus actual outcomes for each outcome measure submitted with the consolidated plan and explain, if applicable, why progress was not made toward meeting goals and objectives. 91.520(g) Categories, priority levels, funding sources and amounts, outcomes/objectives, goal outcome indicators, units of measure, targets, actual outcomes/outputs, and percentage completed for each of the grantee’s program year goals.

Goal Category Source /
Amount
Indicator Unit of Measure Expected
–
Strategic
Plan
Actual –
Strategic
Plan
Percent
Complete
Expected
–
Program
Year
Actual –
Program
Year
Percent
Complete
Affordable
Housing
Affordable
Housing
CDBG: $0
HOME:
$650,000
Rental units
constructed
Household
Housing Unit 300 225

75.00% 75%

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Affordable
Housing
Affordable
Housing
Other: $
CDBG: $0
Homeowner Housing
Added
Household
Housing Unit 50 0

0.00%
Community
Funding
Non-Housing
Community
Development
CDBG:
$114,800
Public Service activities
“other than Low/Moderate
Income Housing Benefit”
Persons
Assisted 20000 15379

76.90% 2226 15379
690.88%
Maintain &
Preserve Existing
Housing
Affordable
Housing
CDBG:
$40,000
Homeowner Housing
Rehabilitated/ “Minor
Home Repair”
Household
Housing Unit 150 0

0.00% 10 0

0.00%
Microbusiness
Assistance
Economic
Development
CDBG:
$80,000 Businesses assisted Businesses
Assisted 150 17

11.33% 61 29

47.54%
Public Facilities
Non-Housing
Community
Development
CDBG:
$200,000 Other Other 10 0

0.00% 2 0

0.00%
Street and
Sidewalk
Improvements
Non-Housing
Community
Development
CDBG:
$453,315
Public Facility or
Infrastructure Activities
other than Low/Moderate
Income Housing Benefit
Persons
Assisted 20000 0

0.00% 20000 0

0.00%
Table 1 - Accomplishments – Program Year & Strategic Plan to Date

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CAPER 5
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Assess how the jurisdiction’s use of funds, particularly CDBG, addresses the priorities and specific objectives identified in the plan, giving special attention to the highest priority activities identified.

The cost of living in the region impacts the access of stable housing and basic necessities for moderate- and low- income residents. The City strategically programs CDBG funds to address housing instability by funding shelter operations and the operations for basic needs, such as the countywide Core Service Agencies, which serve as a one-stop shop for case management, food pantry, and financial assistance.

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CR-10 - Racial and Ethnic composition of families assisted Describe the families assisted (including the racial and ethnic status of families assisted).

91.520(a)
CDBG
White 12,135
Black or African American 711
Asian 1,527
American Indian or American Native 172
Native Hawaiian or Other Pacific Islander 328
Total 14,873
Hispanic 10,064
Not Hispanic 4,809
Table 2 – Table of assistance to racial and ethnic populations by source of funds* *Table 2 is automatically generated out of IDIS
CDBG
White 12,135
Black or African American 711
Black/White 31
Asian 1,527
Asian/White 49
American Indian or American Native 172
American Indian or American Native/White 14
Native Hawaiian or Other Pacific Islander 328
Other Multi Racial 441
Total 15,408
Hispanic 10,267
Not Hispanic 5,141
Table 3 – Revised Table of assistance to racial and ethnic populations by source of funds* *Table 3 contains additional racial categories that were not initially included in Table 2, but are collected and reported by participating jurisdictions in the CDBG cohort.

Narrative
Of the residents assisted using CDBG funds, 81.5 percent were White, 4.8 percent were Black or African American, 4.6 percent were Asian, Native Hawaiian or Other Pacific Islander represented 2.2 percent and American Indian/American Native were 1.5 percent. Of all those assisted, 67.7 percent reported as

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Hispanic, and 32.3 percent reported as Not Hispanic.

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CR-15 - Resources and Investments 91.520(a)
Identify the resources made available
Source of Funds Source Resources Made
Available
Amount Expended
During Program Year
CDBG public - federal 1,045,581 271,555
Table 4 - Resources Made Available
Narrative
The City of San Mateo expended $271,555 of CDBG funding during FY 2025. The amount is lower because public facilities improvement projects and street and sidewalk improvements did not begin until after the fiscal year ended. One minor home repair project, Rebuilding Together Peninsula’s National Rebuilding Day Program, was cancelled for this year. Portions of allocated funds for this program were carried over to the 2026-27 National Rebuilding Day Program ($67,000) and 2025-26 Safe at Home Program ($8,000), another minor home repair program. These programs were delayed or cancelled due to the lack of an executed Grant Agreement with HUD until June 2026. The City relied on available prior-year CDBG funds and local funds to fund most activities throughout the 2025-26 program year, but those funds were insufficient to support the programs mentioned here.

Identify the geographic distribution and location of investments Target Area Planned
Percentage of
Allocation
Actual
Percentage of
Allocation
Narrative Description
CDBG Priority
Neighborhood 43 43
Street and sidewalk improvements are
scheduled to be completed in a CDBG Priority
Neighborhood.

Citywide 57 50*
All public service, minor home repair, and
economic development programs including
services at the public facilities where
improvements are scheduled were available
Citywide.

Table 5 – Identify the geographic distribution and location of investments *Actual Percentage of Allocation does not add up to 100 percent due to one minor home repair activity not executed, and a portion of those funds were re-allocated to another minor home repair activity, and the other portion was carried over to the following fiscal year.

Narrative
The CDBG Priority Neighborhood is calculated through HUD’s low-income definitions. A portion of CDBG funds are allocated to street and sidewalk improvements in CDBG Priority Neighborhoods. Despite the project starting after the end of the fiscal year, 2025-26 funds are still programmed for the planned street and sidewalk improvements as listed in the 2025-26 Annual Action Plan. Expenditures on this project will reportedf in the following CAPER. The remaining CDBG funds supported activities available citywide for public services, minor home repair, and economic development programs. One minor home repair activity did not execute therefore, the full amount ($75,000) was not included in the calculation of the “Actual Percentage of Allocation”.

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Leveraging
Explain how federal funds leveraged additional resources (private, state and local funds), including a description of how matching requirements were satisfied, as well as how any publicly owned land or property located within the jurisdiction that were used to address the needs identified in the plan.

The City has a variety of funding sources to provide leverage for CDBG funds for housing and public service projects. For local funds, the City acts as the Housing Successor to the former Redevelopment Agency, which manages the City Low- and Moderate-Income Housing Asset Fund.

This funding source can be utilized for services that address homelessness, such as emergency rental assistance. Since 2016, the City has charged an Affordable Housing Commercial Linkage Fee (CLF) on new commercial square footage. This fee is assessed to new non-residential construction projects that will increase the number of workers, which impacts the demand for housing. CLF provides the City with funds for development and preservation of affordable units.

The City receives the state’s Permanent Local Housing Allocation (PLHA) formula grant for projects that provide a range housing services, including rapid rehousing, homesharing, and shelter operations.

The City continues to be a HOME Consortium Participating jurisdiction and receives program income from its pre-consortium HOME activities, when it received entitlement funds directly from HUD.

As the City receives CDBG funds, the City is committed to combining local and state funds with CDBG funds to support projects for housing and public services. In FY2025, the City maintained its commitment to the full allowable 15% of funding to be used for public service activities to ease the social needs of the community. Utilizing that 15% of public service funds, the City funded seven agencies with $16,400 each, a total of $114,800 combined to support public services. These seven agencies leveraged received CDBG funds with additional federal, local and state grants, as well as donations and foundation funds. A combined total of $322,470 in CDBG, $517,990 in other federal funds, $450,000 in state funds, $451,800 in local funds, $2,127,331 in private funds, and $165,000 in other funds were leveraged to operate each of the seven public service agencies.

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CAPER 10
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CR-20 - Affordable Housing 91.520(b)
Evaluation of the jurisdiction's progress in providing affordable housing, including the number and types of families served, the number of extremely low-income, low-income, moderate-income, and middle-income persons served.

One-Year Goal Actual
Number of Homeless households to be
provided affordable housing units 0 0
Number of Non-Homeless households to be
provided affordable housing units* 10 0
Number of Special-Needs households to be
provided affordable housing units 0 0
Total 0 0
Table 6 – Number of Households
*Per the City’s Consolidated Plan, this number represents the number of households served through Minor Home Repair programs.

One-Year Goal Actual
Number of households supported through
Rental Assistance 0 0
Number of households supported through
The Production of New Units 0 0
Number of households supported through
Rehab of Existing Units* 10 0
Number of households supported through
Acquisition of Existing Units 0 0
Total 0 0
Table 7 – Number of Households Supported
*Per the City’s Consolidated Plan, this number represents the number of households served through Minor Home Repair programs.

Discuss the difference between goals and outcomes and problems encountered in meeting these goals.

The City was unable to meet the affordable housing goals listed in the FY 2025-26 Annual Action Plan.

The City awarded one subrecipient, Rebuilding Together Peninsula, to provide minor home repair to low-income households through their Safe at Home and National Rebuilding Day Programs. Due to the delay in contracting with subrecipients and funding programs, the City was only able to fund the Safe at Home Program in the beginning of the third quarter of the fiscal year. For this reason, the subrecipient could not catch up with client intakes and complete repair projects. The City extended the Safe at Home grant to December 31, 2026, which Rebuilding Together Peninsula will meet their goal of serving four households by then. These metrics will be presented in next year’s CAPER for 2026-27.

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Rehab of Existing Units
In FY2025, the City undertook one activity that provided assistance to homeowners through minor home repairs, accessibility improvements, and energy efficiency improvements. Rebuilding Together Peninsula – Safe at Home provides senior residents with accessibility and home safety modifications to allow those seniors to safely age in place.

The City uses funds from the State CalHome program for a homeowner rehabilitation loan program. The City contracts with Rebuilding Together Peninsula to administer the construction project management of that program and uses the Neighborly administration software to manage the loans. Homeowners are able to borrow funds at a low rate of interest (3%) for projects ranging from deferred maintenance to roof repair. Homeowners must be at or below 80% Area Median Income to be eligible for the program.

In FY2025, Rebuilding Together Peninsula received zero applications for the loan program; therefore, no loans were issued. However, loan recipients from prior program years completed their scopes of work during FY2025.

Construction of Affordable Housing
The City has made significant improvements to increase the availability of affordable housing in our jurisdiction. Kiku Crossing is an affordable housing development that was completed in 2024 and fully occupied by November 2024. This development was not funded with Community Development Block Grant funds but instead utilized HOME Investment Partnership funds. To keep increasing the affordable housing stock in San Mateo, the City has partnered with affordable housing developer, Alta Housing, and commercial developer, Harvest Properties/Prometheus, to develop a mixed-use development. The project, Bespoke, will combine commercial and residential units which will include 71-units of affordable housing. The project will be developed on City-owned land on 4th Avenue and B Street. The City and its partners received approval from the Planning Commission and City Council in April and May 2026 and can now move forward to the predevelopment phase. CDBG Funds will not be utilized in this development project, but the City will invest $3M of local funds into the project.

Homeless Rehousing Assistance
Homeless services continue to be a priority when addressing housing needs. The City receives state funding through the Permanent Local Housing Allocation (PLHA) fund and uses a portion of these funds to support homelessness services for San Mateo residents. The City funds the Rapid Rehousing program that provides tenant-based rental assistance; this program is administered through LifeMoves. The Rapid Rehousing Program successfully served three households with rental assistance and enrolled four more households in their program by the end of June 30, 2026. The majority of applicants for this program are current residents from LifeMoves’ First Step for Families Shelter, which is funded with CDBG. Funding both programs helps homeless families receive temporary housing, receive case

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management, and can transition to the Rapid Rehousing program once they are economically stable enough to rent an apartment.

Discuss how these outcomes will impact future annual action plans.

The need for affordable housing and homeless services will continue to impact on how future annual action plans are planned. However, limitations in available CDBG, PLHA, and local housing funds will remain to influence the number of services funded. Staff continues to improve the City’s Below Market Rate (BMR) program and identify potential sites and funds to develop affordable housing.

Include the number of extremely low-income, low-income, and moderate-income persons served by each activity where information on income by family size is required to determine the eligibility of the activity.

Number of Households Served CDBG Actual HOME Actual
Extremely Low-income 0 0
Low-income 0 0
Moderate-income 0 0
Total 0 0
Table 8 – Number of Households Served*
*This table encompasses the number of completed minor home repair projects, which beneficiaries must undergo an intake process to determine that their income meets the program’s eligibility.

Narrative Information
The cost of living in San Mateo has been an occurring challenge for many residents. The high housing prices, both rental and ownership, along with the minimum wage makes it difficult for residents to afford housing in San Mateo. Recognizing these challenges, The City of San Mateo continues to partner with non-profit affordable housing organizations and developers to increase the affordable housing stock in San Mateo.

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CR-25 - Homeless and Other Special Needs 91.220(d, e); 91.320(d, e); 91.520(c) Evaluate the jurisdiction’s progress in meeting its specific objectives for reducing and ending homelessness through:

Reaching out to homeless persons (especially unsheltered persons) and assessing their individual needs
The City of San Mateo operates a Homeless Outreach Team (HOT), administrated by the City’s Police Department. This team consists of two full-time staff who are specially trained to provide services for persons and families experiencing homelessness. There is an open recruitment to hire one more full- time staff due to the increase in the need for services. The City has also increased local housing funding for HOT over the last two years (from its Low-Moderate Income Housing Asset Fund), which enables the Police Department to maintain this specialized staff. HOT focuses on meeting individuals and families where they are, ensuring that services are accessible. The team works in close coordination with San Mateo County’s Human Service Agency and local partners to develop individualized plans that address both immediate and long-term concerns.

Addressing the emergency shelter and transitional housing needs of homeless persons Housing challenges in the City and throughout the County continue to increase. While the City does not independently manage homeless prevention or assistance programs, the City maintains valuable partnerships with the County and service agencies such as non-profit organizations who focus on housing. Through these collaborations, the City provides funding for homeless prevention and assistance programs through CDBG and PLHA funds.

In addition to funding grants to non-profit organizations, the City, along with other local jurisdictions, participates in the San Mateo County’s Continuum of Care (COC). The COC focuses on strategies to serve homeless individuals and families through building a network of service agencies and local government agencies. The COC also focuses on implementing outreach, needs assessments, and services that are accessible throughout all jurisdictions within the County of San Mateo. This coordination allows for a more effective response to homelessness.

The following list contains emergency shelters and transitional housing services that are available:
Safe Harbor Emergency Shelter: The City contributed Permanent Local Housing Allocation (PLHA) funds to support Safe Harbor, located in South San Francisco. Safe Harbor offers emergency and short-term housing options in a 90-bed and 10- cot shelter. This shelter is operated by Samaritan House and offers a variety of basic life skills and case management services including chemical dependency treatment, mental health referral services, education opportunities, and basic transportation assistance. Partnerships have been established with other organizations to provide additional health and medical services on-site. The Safe Harbor

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shelter assisted 153 clients in FY2025.
LifeMoves First Step for Families: A 24-hour emergency shelter and transitional housing facility located in the City of San Mateo for families experiencing homelessness. Comprehensive on-site support services are delivered by bilingual Spanish-speaking case managers. Supportive services include workshops and individual counseling to achieve financial self- sufficiency, measured by the goal to assist families to increase their household income at least 20% between program entrance and exit. This program also offers a comprehensive Children's Program including a Therapeutic Child Development Center for preschoolers and after school programs for older children. A customized plan is developed for each family to address any social/emotional issues of the children. The City of San Mateo provided funding to the First Step for Families through $16,400 of CDBG funds in 2025, and 40 households were assisted in 2025-26. LifeMoves, The Vendome: LifeMoves also operates the Vendome, a 16-unit Single Room Occupancy (SRO) development which provides a home for formerly homeless individuals as well as case management to connect individuals to social services. The Vendome encourages residents to both participate in regular community meetings as well as take on chores to keep their home clean and tidy. This development is administered and funded by the County. CORA Emergency Shelter: CORA provides emergency and transitional housing for families and individuals escaping domestic violence. These domestic violence victims also received a breadth of counseling and case management assistance to help in their progress toward self-sufficiency and finding safe permanent housing.
Abode Services, The Montara: This is a 68-unit affordable housing development, including 16 units for individuals that were formerly experiencing homelessness. 12 of the 16 units are reserved for formally homeless veterans. Abode provides client services to ease the transition from homelessness to long term housing. The City funded case management services for residents as part of PLHA’s Five-Year Plan.

Helping low-income individuals and families avoid becoming homeless, especially extremely low-income individuals and families and those who are: likely to become homeless after being discharged from publicly funded institutions and systems of care (such as health care facilities, mental health facilities, foster care and other youth facilities, and corrections programs and institutions); and, receiving assistance from public or private agencies that address housing, health, social services, employment, education, or youth needs The City of San Mateo adopted an Emergency Rental Assistance program in July 2025 to prevent low- income tenants from getting evicted and becoming homeless. This program is funded through the City’s Low and Moderate Income Asset Fund. Samaritan House is the administrator of this program due to their role as a core service agency in San Mateo. The program has assisted 66 households to date with financial assistance for rent and utility payments. On July 20, 2026, City Council approved additional funding for the program to run an additional year.

The City and COC services for homeless individuals serve those who are being discharged from publicly

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funded institutions and systems of care and those receiving assistance from public or private agencies as listed below:
Abode Services: Abode provides client services at the 68-unit Montara affordable housing development, which contains 16 units for individuals that were formerly experiencing homelessness, with 12 of the 16 units are specifically reserved for formerly homeless veterans.

To ease the transition from homelessness to long term housing, Abode provides case management to the tenants of these units, funded through the City’s Permanent Local Housing Allocation (PLHA).
HIP Housing Home Share Program: The Home Sharing Program matches homeowners with unused rooms with prospective tenants that need affordable rents. This provides some of the most affordable housing in the community and therefore allows individuals an alternative to homelessness due to rent affordability issues. The Home Share program receives PLHA funds from the City and connected 17 households with a homesharing opportunity in FY2025. Samaritan House: Samaritan House, as well as other local agencies, provide services for the extremely low-income residents that include homelessness prevention through a variety of programs funded by others and emergency housing assistance in addition to their counseling and support.
LifeMoves Rapid Rehousing: LifeMoves began operating the City’s Rapid Rehousing program is funded primarily through the PLHA program. Individuals and families which are in danger of experiencing homelessness are given direct financial assistance for long-term rehousing with case management to connect them to the resources necessary to stabilize their housing situation. In FY2025, 7 households received a rapid rehousing subsidy to date.

Helping homeless persons (especially chronically homeless individuals and families, families with children, veterans and their families, and unaccompanied youth) make the transition to permanent housing and independent living, including shortening the period of time that individuals and families experience homelessness, facilitating access for homeless individuals and families to affordable housing units, and preventing individuals and families who were recently homeless from becoming homeless again
The San Mateo County COC implements its plan to serve homeless persons and families through a collaboration of service providers and local government agencies. Efforts are coordinated for outreach, needs assessment, and provision of services for homeless individuals. The Consortium also determines the priorities and allocation of countywide ESG funds.

City staff sit on the selections committee for entry into the HIP Housing Self Sufficiency Program. This program provides support services and rent assistance for up to two years. Candidates then participate in educational and/or vocational training plans to find employment at a level to maintain self- sufficiency. Using the state’s Permanent Local Housing Allocation (PLHA) fund, the City funds client services for formerly homeless individuals at the Montara affordable housing project. Through the Rapid

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Rehousing program, the City assists households in danger of experiencing homelessness through direct assistance and case management. The Rapid Rehousing program is also funded through PLHA funds.

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CR-30 - Public Housing 91.220(h); 91.320(j)
Actions taken to address the needs of public housing
The San Mateo County Department of Housing consists of two divisions: Housing & Community Development (HCD) and the Housing Authority of the County of San Mateo (HACSM). Currently, the HACSM does not manage any public housing units. The HACSM offers vouchers to low-income households through various HUD funded programming. Due to the limited funding for housing vouchers, the waitlist continues to grow.

Actions taken to encourage public housing residents to become more involved in management and participate in homeownership
N/A
Actions taken to provide assistance to troubled PHAs
The Housing Authority of the County of San Mateo does not have a troubled status. This section is not applicable.

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CAPER 18
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CR-35 - Other Actions 91.220(j)-(k); 91.320(i)-(j)
Actions taken to remove or ameliorate the negative effects of public policies that serve as barriers to affordable housing such as land use controls, tax policies affecting land, zoning ordinances, building codes, fees and charges, growth limitations, and policies affecting the return on residential investment. 91.220 (j); 91.320 (i) State and federal policies may interfere with the costs and pace of affordable housing development and have made it challenging for many municipalities to meet the amount of housing needs in the area.

While the City has no direct authority over these policies, there’s a continued effort to explore the local measures that can offset their impact. The Housing Element is a current example of the efforts the City is committed to make to speed up affordable housing development. One of the many policy commitments that is in the Housing Element are zoning updates. In 2025, City Council approved amending several chapters in the zoning code, in an effort to simplify and streamline the development process and make previously infeasible projects possible. Alternative compliance options were set for affordable housing requirements, procedures for planning applications and appeals were modified, minimum densities for residential mixed-used development projects were implemented, and exemptions from further environmental reviews such as the California Environmental Quality Act(CEQA) were enacted. These policy commitments are a work in progress and will continue through the end of the Housing Element cycle in 2031.

Actions taken to address obstacles to meeting underserved needs. 91.220(k); 91.320(j) The greatest obstacle to meeting underserved needs is funding. To address this obstacle, the City actively pursues funding opportunities individually and in collaboration with the Consortium. The City also continued to support the regional efforts to develop more affordable housing and address the needs of the City's homeless or those at risk of homelessness through organizations such as San Mateo County Housing Endowment and Regional Trust (HEART), and HOPE San Mateo County.

In 2016, the City implemented an Affordable Housing Commercial Linkage Fee Ordinance, which provides the City with funds to assist in development and preservation of affordable units through the Below Market Rate Rental Housing Program. The fee is assessed to new non-residential construction such as office, hotel, medical, retail, and restaurants. These fees provide much needed revenue which may then be leveraged with CDBG, PLHA, and other federal and State funds for the development of new affordable housing. Staff will present options for the City Council in Fall 2026 to identify strategies to spend down Commercial Linkage Funds in response to the low housing stock.

The City utilized Permanent Local Housing Allocation (PLHA) funds to fund programs that increase housing affordability and intervene for families in danger of experiencing homelessness. Programs such as case management to help individuals find affordable housing, home sharing, rapid rehousing, and shelter operations have been supported by this fund. FY2025 was the last year of the PLHA Five-Year Cycle, and the City will apply to the State’s Notice of Funding Availability to request PLHA funding for an

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additional five years. Furthermore, the City is continuously seeking grant opportunities at the state and federal levels to leverage local housing funds for housing services and affordable housing development.

Actions taken to reduce lead-based paint hazards. 91.220(k); 91.320(j) The City has adopted a lead-based paint policy that is followed by all Minor Home Repair subrecipients as they provide services to low-income homeowners. Subrecipients must respond to a series of questions to identify the level of lead, if any, in the home and report to the City. The City monitors each of the subrecipients through quarterly reports and periodic on-site visits for compliance.

Actions taken to reduce the number of poverty-level families. 91.220(k); 91.320(j) The actions to work toward eliminating poverty in San Mateo include:
The HIP Housing Self Sufficiency Program provides support services and rent assistance for a one-to-two-year term for low- and moderate-income families. The program stabilizes families who then participate in educational and/or vocational training. This allows the individual to obtain jobs with sufficient compensation to support the family and reduce the need for public services. This program is funded using the State’s Permanent Local Housing Allocation fund. The City fund a Minor Home Repair program to provide residents with repairs to increase energy efficiency, accessibility, and health/safety. The Safe at Home program not only preserved affordable housing but also allows those households to use those savings to support other needs. This program is still ongoing until the end of 2026. This year is the first year that the City’s emergency rental assistance program is active and has served 66 households to date. Local funding will support the administration of the program using Low and Moderate Income Housing Asset Funds (LMIHAF). This program is administered by a Core Service Agency, Samaritan House, who can provide crisis intervention for households who are extremely low-income by providing case management, financial empowerment services, and referrals to public programs depending on eligibility.

Actions taken to develop institutional structure. 91.220(k); 91.320(j) No gaps were identified internally or externally that required any specific attention to improve this program year. The entitlement jurisdictions within San Mateo County continue to meet and collaborate in a variety of ways to share innovative ideas and best practices.

Actions taken to enhance coordination between public and private housing and social service agencies. 91.220(k); 91.320(j)
As a leader in regional housing and other related issues, the City continues with cooperative and collaborative efforts with the County and with other jurisdictions in the County. With good working relationships with San Mateo County Department of Housing and the Human Services Agency, the City

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continues to address related issues on a regional basis as opportunities arise.

The Continuum of Care committee for San Mateo County implements its plan to serve homeless persons and families through a collaboration of service providers and local government agencies. Efforts are coordinated for outreach, needs assessment, and provision of services for homeless individuals. The consortium also determines the priorities and allocation of countywide Emergency Shelter Grant funds.

Identify actions taken to overcome the effects of any impediments identified in the jurisdictions analysis of impediments to fair housing choice. 91.520(a) The City of San Mateo, along with three other entitlement cities, (Daly City, South San Francisco and Redwood City) and the County of San Mateo jointly contracted with Project Sentinel to provide services to address items identified in the Assessment of Fair Housing report, which were incorporated into those jurisdictions Annual Action Plans. Project Sentinel was instrumental in assisting with the community outreach for the new plan, which has goals incorporated into the 2023-2027 Consolidated Plan. The City maintains a partnership with Project Sentinel to provide services to tenants with fair housing complaints. In FY2025, Project Sentinel served 54 people through intake and referral services and opened 8 fair housing cases. It also provided education and outreach services using 176 via literature and mass media and distributed of 910 multilingual fair housing brochures throughout San Mateo.

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CAPER 21
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-40 - Monitoring 91.220 and 91.230
Describe the standards and procedures used to monitor activities carried out in furtherance of the plan and used to ensure long-term compliance with requirements of the programs involved, including minority business outreach and the comprehensive planning requirements
The City completed on-site monitoring for CDBG-funded programs for public services and economic development programs in FY2025. Since each CDBG-funded program functions on a two-year funding cycle, each subrecipient receives an on-site monitoring visit every three years. Each quarter, staff reviews quarterly progress reports and reimbursement requests to confirm that each subrecipient is following its contractual requirements. By the end of FY2025, staff remotely reviewed subrecipient’s policies and procedures to ensure that they follow CDBG-guidelines and conducted an on-site review of client files to ensure that the correct intake procedure and program policies were followed.

Affordable housing units are also monitored annually for HOME funded properties and Below Market Rate deed-restricted properties. The annual review consists of a desktop review of required documentation and reports. City staff also conduct regular compliance and evaluation checks of the programs. Every two years, staff conduct an on-site visit. On-site visits can be completed more frequently, if needed. In FY 2025, one property was monitored.

For capital projects, staff maintains a monitoring schedule either daily or periodically. Areas that are reviewed and monitored include, but are not limited to, environmental review, contract supervision, prevailing wage compliance, case management, reporting, and reimbursement request review and processing.

Citizen Participation Plan 91.105(d); 91.115(d)
Describe the efforts to provide citizens with reasonable notice and an opportunity to comment on performance reports.

A 15-day public comment period was in effect from August 15 - August 31. On August 14, 2026, a public notice was published on the San Mateo Daily Journal, and that notice was also advertised through the City's e-email listserv for housing programs and policy updates. The public notice was also physically posted at City Hall. Within that public comment period, a public hearing was held on August 19, 2026, hosted by the Community Relations Commission. This Commission provides an opportunity for the public to come and learn about the CAPER through a presentation from City staff and to provide comment during that meeting. An additional meeting was held on September 8, 2026, for City Council to adopt the CAPER. This meeting also provided the opportunity for the public to provide public comment.

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CAPER 22
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-45 - CDBG 91.520(c)
Specify the nature of, and reasons for, any changes in the jurisdiction’s program objectives and indications of how the jurisdiction would change its programs as a result of its experiences.

Due to the delay in receiving our entitlement funds, one minor home repair activity, Rebuilding Together Peninsula’s National Rebuilding Day, did not execute. However, those funds remain available for minor home repair and will be re-allocated. Once the City decides on a strategy to program these funds, staff will follow the City’s Citizen Participation Plan should a substantial amendment is required.

Does this Jurisdiction have any open Brownfields Economic Development Initiative (BEDI) grants?
[BEDI grantees] Describe accomplishments and program outcomes during the last year.

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CAPER 23
OMB Control No: 2506-0117 (exp. 09/30/2021)
CR-58 – Section 3
Identify the number of individuals assisted and the types of assistance provided Total Labor Hours CDBG HOME ESG HOPWA HTF
Total Number of Activities 0 0 0 0 0
Total Labor Hours
Total Section 3 Worker Hours
Total Targeted Section 3 Worker Hours
Table 9 – Total Labor Hours
Qualitative Efforts - Number of Activities by Program CDBG HOME ESG HOPWA HTF Outreach efforts to generate job applicants who are Public Housing Targeted Workers
Outreach efforts to generate job applicants who are Other Funding Targeted Workers.

Direct, on-the job training (including apprenticeships).

Indirect training such as arranging for, contracting for, or paying tuition for, off-site training.

Technical assistance to help Section 3 workers compete for jobs (e.g., resume assistance, coaching).

Outreach efforts to identify and secure bids from Section 3 business concerns.

Technical assistance to help Section 3 business concerns understand and bid on contracts.

Division of contracts into smaller jobs to facilitate participation by Section 3 business concerns.

Provided or connected residents with assistance in seeking employment including: drafting resumes,preparing for interviews, finding job opportunities, connecting residents to job placement services.

Held one or more job fairs.

Provided or connected residents with supportive services that can provide direct services or referrals.

Provided or connected residents with supportive services that provide one or more of the following: work readiness health screenings, interview clothing, uniforms, test fees, transportation.

Assisted residents with finding child care.

Assisted residents to apply for, or attend community college or a four year educational institution.

Assisted residents to apply for, or attend vocational/technical training.

Assisted residents to obtain financial literacy training and/or coaching.

Bonding assistance, guaranties, or other efforts to support viable bids from Section 3 business concerns.

Provided or connected residents with training on computer use or online technologies.

Promoting the use of a business registry designed to create opportunities for disadvantaged and small businesses.

Outreach, engagement, or referrals with the state one-stop system, as designed in Section 121(e)(2) of the Workforce Innovation and Opportunity Act.

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CAPER 24
OMB Control No: 2506-0117 (exp. 09/30/2021)
Other.

Table 10 – Qualitative Efforts - Number of Activities by Program Narrative
There are no activities in the program year 2025-26 that require the enforcement of Section 3.

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CAPER 25
OMB Control No: 2506-0117 (exp. 09/30/2021)

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CITY OF SAN MATEO

CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 11 Section Name: CONSENT CALENDAR Account Number: 18-6114 File ID: 26-11614 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: Parks and Recreation Department
MEETING DATE: September 08, 2026
SUBJECT:

Congregate Nutrition Program — Agreement
RECOMMENDATION:

Approve an interagency agreement with the County of San Mateo for Fiscal Year 2026-2027 to partially fund a congregate nutrition program at the Dr. Martin Luther King Jr. Community Center through the Older Americans Act up to $62,460; and authorize the Director of Parks and Recreation to execute the agreement.

BACKGROUND:

The Congregate Nutrition Program provides vital nutrition services to older adults in a group setting, offering meals, nutrition and health education, and opportunities for social interaction. The Dr. Martin Luther King Jr. Community Center has long served as the host site for this federally funded program, delivering nearly 4,000 meals annually to seniors in the community. Due to ongoing demand and program interest, the City Council and County have contributed additional funds to increase the target number of meals served to 5,000 for Fiscal Year 2027.

Since 2004, the City of San Mateo has acted as the designated contractor for this service. The program is administered by San Mateo County and funded through the federal Older Americans Act (OAA). It is operated in compliance with state licensing regulations, applicable federal laws, and standards set forth by the County’s Aging and Adult Services (AAS) division. The City of San Mateo has consistently met all program requirements.

Federal funding, along with contributions from the State of California and San Mateo County, supports the cost of meals for age eligible individuals as well as nutrition education presentations on topics such as vitamins for aging adults' oral health, food safety and hydration. Under the current agreement, services will be provided from July 1, 2026, through June 30, 2027.

The Parks and Recreation Department also offers a complimentary congregate nutrition program at the San Mateo Senior Center as well, and between the two sites, lunch is offered to seniors five days per week, excluding City holidays. The Senior Center lunch program was not approved for funding by the Older Americans Act but is delivered with the same program guidelines and requires a fee for each meal served. Between both sites, the total program cost is projected to be $206,717. Revenue from Senior Center lunch fees, Dr. Martin Luther King Jr. suggested donations, and federal funds are estimated to generate $100,221. Altogether, more than 10,000 meals are expected to be served.

BUDGET IMPACT:

Total program costs for Fiscal Year 2027 for the Congregate Nutrition program at Dr. Martin Luther King Jr. Community Center are projected to be $90,503. Of this total, $62,460 in program costs tied to this agreement will be reimbursed through federal funds. The City Council also authorized an additional $15,000 for the Congregate Nutrition Program for Fiscal Year 2027 that will support meal and staff costs at both lunch sites. Given this and the original budget, there are

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CITY OF SAN MATEO
sufficient funds available in the Parks and Recreation Department operating budget to cover remaining expenditures of $28,043 at the Dr. Martin Luther King Jr. Community Center.

ENVIRONMENTAL DETERMINATION:

This agreement is not a project subject to CEQA, because it can be seen with certainty that it will not cause a physical change in the environment. (Public Resources Code Section 21065.)

STRATEGIC PLAN ALIGNMENT
This staff report supports the Healthy Community for All Ages initiative.

NOTICE PROVIDED
All meeting noticing requirements were met.

ATTACHMENTS
Att 1 – Proposed Agreement

STAFF CONTACT
Zachary Silva, Community Services Manager
[email protected]
(650) 522-7474

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CITY OF SAN MATEO

CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 12 Section Name: CONSENT CALENDAR Account Number: 10-6121 File ID: 26-11591 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: Parks and Recreation Department
MEETING DATE: September 08, 2026
SUBJECT:

Alameda and Surrounding Neighborhoods Tree Pruning Project — Agreement RECOMMENDATION:

Approve an agreement with West Coast Arborists, Inc. for tree pruning in the amount of $113,850.00; authorize a 10% contingency of $11,385.00, for a total amount not to exceed $125,235; and authorize the Interim Director of Parks and Recreation to execute the agreement in substantially the form presented and issue change orders within the contingency amount.

BACKGROUND:

Staff identified 504 trees throughout the Alameda and surrounding neighborhoods that need pruning to improve their form and enhance their longevity. A Request for Bids was published on the City's Bid Posting webpage on July 20, 2026. By the closing date of July 31, 2026, the City received five bids, the results of which were as follows:

West Coast Arborists, Inc. $113,850.00
The Professional Tree Care Company $168,675.00
Skyview Tree Experts, Inc. $209,990.00
Sierra Tree Company, Inc. $324,500.00
Mariposa Tree Management, Inc. $411,000.00
Staff recommends the agreement be awarded to West Coast Arborists, Inc. as the lowest responsive and responsible bidder and based on their proven track record of successfully performing similar city-wide pruning projects in San Mateo and surrounding cities.

BUDGET IMPACT:

There are sufficient funds in the Tree Division contractor services budget to award this agreement.

ENVIRONMENTAL DETERMINATION:

This Agreement is categorically exempt from CEQA as an “existing facility,” because it consists of the operation, repair, maintenance, permitting, leasing, licensing, or minor alteration of existing public or private structures, facilities, mechanical equipment, or topographical features, involving negligible or no expansion of use. (CEQA Guidelines Section 15301.)

STRATEGIC PLAN ALIGNMENT
This staff report supports the Public Safety initiative.

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CITY OF SAN MATEO

NOTICE PROVIDED
All meeting noticing requirements were met.

ATTACHMENTS
Att 1 – Proposed Agreement

STAFF CONTACT
Timothy Heartquist, Managing Arborist and Interim Parks Manager [email protected]
(650) 522-7425

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AGREEMENT WITH WEST COAST ARBORISTS, INC.

FOR THE ALAMEDA & SURROUNDING NEIGHBORHOODS TREE PRUNING SERVICES

This Agreement, made and entered into this day of ____________________, by and between the CITY OF SAN MATEO, a municipal corporation existing under the laws of the State of California ("CITY"), and WEST COAST ARBORISTS, INC., a CORPORATION ("CONTRACTOR"), whose address is 781 SAN PABLO AVE, PINOLE, CA 94564.

RECITALS:

A. CITY desires certain tree pruning services hereinafter described.

B. CITY desires to engage CONTRACTOR to provide these tree pruning services by reason of its qualifications and experience for performing such services and CONTRACTOR has offered to provide the required services on the terms and in the manner set forth herein.

NOW, THEREFORE, IT IS AGREED as follows:

SECTION 1 - SCOPE OF SERVICES

The scope of services to be performed by CONTRACTOR under this Agreement is as described in Exhibit A to this Agreement, which is attached and incorporated by reference.

SECTION 2 - DUTIES OF CONTRACTOR

CONTRACTOR shall be responsible for the professional quality, technical accuracy and coordination of all work furnished by CONTRACTOR under this Agreement. CONTRACTOR shall, without additional compensation, correct or revise any errors or deficiencies in its work.

CONTRACTOR represents that it is qualified to furnish the services described under this Agreement.

CONTRACTOR shall be responsible for employing or engaging all persons necessary to perform the services of CONTRACTOR.

CONTRACTOR and his subcontractors shall comply with State’s Prevailing Wage Laws.

CONTRACTOR agrees to comply with the City’s minimum wage ordinance as codified in Municipal Code Chapter 5.92, which differs from the state minimum wage and includes a Consumer Price Index escalator.

CONTRACTOR or subcontractor shall not be qualified to bid on, be listed in a bid proposal, or engage in the performance of any contract for public work unless currently registered and qualified to perform public work pursuant to Section 1725.5 of the Labor Code. For the work performed for the City, the CONTRACTOR and his subcontractors shall pay the workers at the prevailing wage rate as

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determined by the California Department of Industrial Relations, for this locality. This project is subject to compliance monitoring and enforcement by the Department of Industrial Relations.

SECTION 3 - DUTIES OF CITY

CITY shall provide pertinent information regarding its requirements for the project.

CITY shall examine documents submitted by CONTRACTOR and shall render decisions pertaining thereto promptly, to avoid unreasonable delay in the progress of CONTRACTOR's work.

SECTION 4 - TERM

The services to be performed under this Agreement shall commence on the date of execution of this Agreement and be completed by December 1, 2026.

SECTION 5 - PAYMENT

Payment shall be made by CITY only for services rendered and upon submission of a payment request upon completion and CITY approval of the work performed. In consideration for the full performance of the services set forth in Exhibit A, CITY agrees to pay CONTRACTOR in an amount not to exceed $113,850.00, a fee pursuant to rates stated in Exhibit B, attached and incorporated by reference.

SECTION 6 – TERMINATION

Without limitation to such rights or remedies as CITY shall otherwise have by law, CITY shall have the right to terminate this Agreement or suspend work on the Project for any reason, upon ten (10) days' written notice to CONTRACTOR. CONTRACTOR agrees to cease all work under this Agreement upon receipt of said written notice.

SECTION 7 - OWNERSHIP OF DOCUMENTS

All documents prepared by CONTRACTOR in the performance of this Agreement are and shall be the property of CITY, whether the project for which they are made is executed or not.

SECTION 8 - CONFIDENTIALITY

All reports and documents prepared by CONTRACTOR in connection with the performance of this Agreement are confidential until released by CITY to the public. CONTRACTOR shall not make any such documents or information available to any individual or organization not employed by CONTRACTOR or CITY without the written consent of CITY before any such release.

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SECTION 9 - INTEREST OF CONTRACTOR

CONTRACTOR covenants that it presently has no interest, and shall not acquire any interest, direct or indirect, financial or otherwise, which would conflict in any manner or degree with the performance of the services under this Agreement.

SECTION 10 - CONTRACTOR'S STATUS

It is expressly agreed that in the performance of the services required under this Agreement, CONTRACTOR shall at all times be considered an independent contractor as defined in Labor Code Section 3353, under control of the CITY as to the result of the work but not the means by which the result is accomplished. Nothing herein shall be construed to make CONTRACTOR an agent or employee of CITY while providing services under this Agreement.

SECTION 11 - INDEMNITY

CONTRACTOR agrees to hold harmless and indemnify CITY, its elected and appointed officials, employees, volunteers, and agents from and against any and all claims, loss, liability, damage, and expense arising out of CONTRACTOR’s performance of this Agreement, except for those claims arising out of CITY’s sole negligence or willful misconduct. CONTRACTOR agrees to defend City, its elected and appointed officials, employees, volunteers, and agents against any such claims. The CONTRACTOR’S duty to indemnify shall survive expiration or early termination of this Agreement.

SECTION 12 - INSURANCE

Contractor shall procure and maintain for the duration of the contract the insurance specified in Exhibit C to this Agreement.

SECTION 13 - NONASSIGNABILITY

Both parties hereto recognize that this Agreement is for the personal services of CONTRACTOR and cannot be transferred, assigned, or subcontracted by CONTRACTOR without the prior written consent of CITY.

SECTION 14 - RELIANCE UPON SKILL OF CONTRACTOR

It is mutually understood and agreed by and between the parties hereto that CONTRACTOR is skilled in the performance of the work agreed to be done under this Agreement and that CITY relies upon the skill of CONTRACTOR to do and perform the work in the most skillful manner, and CONTRACTOR agrees to thus perform the work. The acceptance of CONTRACTOR's work by CITY does not operate as a release of CONTRACTOR from said obligation.

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SECTION 15 - WAIVERS

The waiver by either party of any breach or violation of any term, covenant, or condition of this Agreement or of any provisions of any ordinance or law shall not be deemed to be a waiver of such term, covenant, condition, ordinance or law or of any subsequent breach or violation of the same or of any other term, condition, ordinance, or law. The subsequent acceptance by either party of any fee or other money which may become due hereunder shall not be deemed to be a waiver of any preceding breach or violation by the other party of any term, covenant, or condition of this Agreement or of any applicable law or ordinance.

SECTION 16 - COSTS AND ATTORNEY FEES

Attorney fees in total amount not exceeding $5000, shall be recoverable as costs (by the filing of a cost bill) by the prevailing party in any action or actions to enforce the provisions of this Agreement. The above $5000 limit is the total of attorney fees recoverable whether in the trial court, appellate court, or otherwise, and regardless of the number of attorneys, trials, appeals, or actions. It is the intent of this provision that neither party shall have to pay the other more than $5000 for attorney fees arising out of an action, or actions to enforce the provisions of this Agreement.

SECTION 17 - NON-DISCRIMINATION

CONTRACTOR warrants that it is an Equal Opportunity Employer and shall comply with applicable regulations governing equal employment opportunity. Neither CONTRACTOR nor any of its subcontractors shall discriminate in the employment of any person because of race, color, national origin, ancestry, physical handicap, medical condition, marital status, sex, or age, unless based upon a bona fide occupational qualification pursuant to the California Fair Employment and Housing Act.

SECTION 18 - MEDIATION

Should any dispute arise out of this Agreement, any party may request that it be submitted to mediation. The parties shall meet in mediation within 30 days of a request. The mediator shall be agreed to by the mediating parties; in the absence of an agreement, the parties shall each submit one name from mediators listed by either the American Arbitration Association, the State Mediation and Conciliation Service, or other agreed-upon service. The mediator shall be selected by a blind draw.

The cost of mediation shall be borne equally by the parties. Neither party shall be deemed the prevailing party. No party shall be permitted to file a legal action without first meeting in mediation and making a good faith attempt to reach a mediated settlement. The mediation process, once commenced by a meeting with the mediator, shall last until agreement is reached by the parties but not more than 60 days, unless the maximum time is extended by the parties.

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SECTION 19 - LITIGATION

CONTRACTOR shall testify at CITY's request if litigation is brought against CITY in connection with CONTRACTOR's services under this Agreement. Unless the action is brought by CONTRACTOR, or is based upon CONTRACTOR's wrongdoing, CITY shall compensate CONTRACTOR for preparation for testimony, testimony, and travel at CONTRACTOR's standard hourly rates at the time of actual testimony.

SECTION 20 - NOTICES

All notices hereunder shall be given in writing and mailed, postage prepaid, addressed as follows:

To CITY: Tim Heartquist
City of San Mateo
2001 Pacific Blvd.

San Mateo, CA 94403

To CONTRACTOR: West Coast Arborists, Inc.

Attn: Joe Bartolo
781 Pinole Ave
Pinole, Ca 94564

SECTION 21 - AGREEMENT CONTAINS ALL
UNDERSTANDINGS; AMENDMENT

This document represents the entire and integrated agreement between CITY and CONTRACTOR and supersedes all prior negotiations, representations, and agreements, either written or oral.

This document may be amended only by written instrument, signed by both CITY and CONTRACTOR.

SECTION 22 - GOVERNING LAW AND VENUE

This Agreement shall be governed by the laws of the State of California and, in the event of litigation, venue will be in the County of San Mateo.

[SIGNATURE PAGE FOLLOWS]

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IN WITNESS WHEREOF, CITY OF SAN MATEO and WEST COAST ARBORISTS, INC. have executed this Agreement the day and year first above written.

CITY OF SAN MATEO

CONTRACTOR

Marie Silva
Interim Director
Parks & Recreation

Date Patrick Mahoney
West Coast Arborist, Inc
President

Date

APPROVED AS TO FORM

Mazarin Valkhara
Assistant City Attorney

Date

CITY OF SAN MATEO

Attachments:

Exhibit A: Scope of Services
Exhibit B: Payment Rates
Exhibit C: Insurance Requirements

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EXHIBIT A

SCOPE OF SERVICES

Prune 501 trees. Remove and stump grind 3 trees, and grind 2 stumps. For tree pruning, the scope of work includes, but is not limited to, raising low branches over walkways and parking areas, removing dead branches from the canopy and pruning for end-weight reduction. The objectives of these pruning recommendations are to provide pedestrian and vehicular clearance, and to promote good tree form. Where these objectives cannot be achieved through pruning, tree removal and replacement is prescribed.

Addr
ess
Street On Street Species Work
Type
Scope
461 26TH AVE ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Prune to remove dead wood.
461 26TH AVE ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Prune to remove dead wood.
461 26TH AVE ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Prune to remove dead wood.
461 26TH AVE ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Prune to remove dead wood.
461 26TH AVE ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Prune to remove dead wood.
461 26TH AVE ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Prune to remove dead wood.
510 26TH AVE ALAMEDA Ginkgo biloba
(maidenhair
tree)
PRUNE Use thinning and reduction cuts to
prune for 8-10 ft sidewalk clearance
and for stop sign visibility.
446 27TH AVE ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road and 8-10 ft
sidewalk clearance, and remove dead
wood.
446 27TH AVE ALAMEDA Quercus
agrifolia (oak,
coast live)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance.

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444 28TH AVE ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
509 28TH AVE ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
526 29TH AVE 29TH AVE Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to
prune for 8-10 ft sidewalk and 14 ft
road clearance.
561 29TH AVE 29TH AVE Sapium
sebiferum
(Chinese
tallowtree)
PRUNE (Tallow tree closer to 567 29th Ave)
Use thinning and reduction cuts to
prune for street sign visibility, to
prune for 14 ft clearance over
neighboring driveway, and to remove
dead wood 1 inch in diameter and
larger.
621 29TH AVE 29TH AVE Cinnamomum
camphora
(camphor tree)
PRUNE Use thinning and reduction cuts to
prune for 14 ft driveway clearance
and remove dead wood.
433 30TH AVE ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and to
remove dead wood.
501 30TH AVE ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
remove dead wood.
501 30TH AVE ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
511 30TH AVE 30TH AVE Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 5 ft building clearance and
14 ft road clearance, and remove
dead wood.
526 30TH AVE 30TH AVE Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.

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660 30TH AVE 30TH AVE Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
686 30TH AVE 30TH AVE Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
723 31ST AVE MONTEREY
ST
Pistacia
chinensis
(pistache,
Chinese)
PRUNE Use 1-3" diameter thinning and
reduction cuts to prune for 14 ft road
clearance and 8-10 ft sidewalk
clearance, and to reduce endweight
on longest lateral branches.
39 39TH AVE E 38TH AVE E Pyrus
kawakamii
(pear,
evergreen)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
39 39TH AVE E 38TH AVE E Pyrus
kawakamii
(pear,
evergreen)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
200 39TH AVE E ORINDA DR Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
350 39TH AVE E 39TH AVE E Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.

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350 39TH AVE E PASADENA
DR
Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
401 39TH AVE E 39TH AVE E Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
403 39TH AVE E 39TH AVE E Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
406 39TH AVE E 39TH AVE E Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
602 39TH AVE E 39TH AVE E Ulmus
davidiana var.
japonica
'Emerald
Sunshine' (elm,
Emerald
Sunshine)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
602 39TH AVE E 39TH AVE E Ulmus
davidiana var.
japonica
'Emerald
Sunshine' (elm,
Emerald
Sunshine)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.

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Contract for Services with SB854 Page 11 of 74
Rev. 4/26
602 39TH AVE E 39TH AVE E Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
602 39TH AVE E MARTIN
DR
Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
606 39TH AVE E 39TH AVE E Ulmus
davidiana var.
japonica
'Emerald
Sunshine' (elm,
Emerald
Sunshine)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
5 40TH AVE E CASANOVA
DR
Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
213 40TH AVE E 40TH AVE E Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
245 40TH AVE E 40TH AVE E Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.

189 of 554

Contract for Services with SB854 Page 12 of 74
Rev. 4/26
245 40TH AVE E 40TH AVE E Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
248 40TH AVE E 40TH AVE E Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
315 40TH AVE E 40TH AVE E Fraxinus
velutina
'Modesto'
(Ash,
Modesto)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
333 40TH AVE E REGAN DR Fraxinus
velutina
'Modesto'
(Ash,
Modesto)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
352 40TH AVE E 40TH AVE E Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
405 40TH AVE E 40TH AVE E Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.

190 of 554

Contract for Services with SB854 Page 13 of 74
Rev. 4/26
501 40TH AVE E CASANOVA
DR
Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
605 40TH AVE E BRANSON
DR
Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
1400 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
REMO
VAL
This is the median plum closest to
Hwy 92: Remove dying tree and grind
stump to replant depth, leaving
grindings smooth and level with
grade.
1423 ALAMEDA ALAMEDA Carpinus
betulus
'Fastigiata'
(hornbeam,
erect
European)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and 8-
10 ft sidewalk clearance.
1427 ALAMEDA ALAMEDA Carpinus
betulus
'Fastigiata'
(hornbeam,
erect
European)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and 8-
10 ft sidewalk clearance.
1428 ALAMEDA ALAMEDA Carpinus
betulus
'Fastigiata'
(hornbeam,
erect
European)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and 8-
10 ft sidewalk clearance, and to
remove dead wood.
1431 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and to
remove dead wood.
1435 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.

191 of 554

Contract for Services with SB854 Page 14 of 74
Rev. 4/26
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.

192 of 554

Contract for Services with SB854 Page 15 of 74
Rev. 4/26
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.

193 of 554

Contract for Services with SB854 Page 16 of 74
Rev. 4/26
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Prunus X
blireiana
(plum,
flowering)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
2000 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance, for
street sign visibility, and to remove
dead wood 1" in diameter and larger.
2000 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance, for
street sign visibility, and to remove
dead wood 1" in diameter and larger.
2000 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance, for
street sign visibility, and to remove
dead wood 1" in diameter and larger.
2000 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance, for
street sign visibility, and to remove
dead wood 1" in diameter and larger.
2000 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance, for
street sign visibility, and to remove
dead wood 1" in diameter and larger.
2406 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance, for 8-
10 ft sidewalk clearance, and to
remove dead wood.
2410 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 8-10 ft sidewalk clearance
and to remove dead wood.
2425 ALAMEDA ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Use thinning and reduction cuts to
remove dead wood.

194 of 554

Contract for Services with SB854 Page 17 of 74
Rev. 4/26
2425 ALAMEDA ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Use thinning and reduction cuts to
remove dead wood.
2425 ALAMEDA ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Use thinning and reduction cuts to
remove dead wood.
2425 ALAMEDA ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Use thinning and reduction cuts to
remove dead wood.
2425 ALAMEDA ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Use thinning and reduction cuts to
remove dead wood.
2500 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use 1-4" diameter thinning and
reduction cuts to prune for 14 ft road
clearance, to reduce end weight on all
lateral branches, and to remove dead
wood 1" in diameter and larger.
2500 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use 1-4" diameter thinning and
reduction cuts to prune for 14 ft road
clearance, to reduce end weight on all
lateral branches, and to remove dead
wood 1" in diameter and larger.
2500 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use 1-4" diameter thinning and
reduction cuts to prune for 14 ft road
clearance, to reduce end weight on all
lateral branches, and to remove dead
wood 1" in diameter and larger.
2500 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use 1-4" diameter thinning and
reduction cuts to prune for 14 ft road
clearance, to reduce end weight on all
lateral branches, and to remove dead
wood 1" in diameter and larger.
2500 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use 1-4" diameter thinning and
reduction cuts to prune for 14 ft road
clearance, to reduce end weight on all
lateral branches, and to remove dead
wood 1" in diameter and larger.
2500 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use 1-4" diameter thinning and
reduction cuts to prune for 14 ft road
clearance, to reduce end weight on all
lateral branches, and to remove dead
wood 1" in diameter and larger.

195 of 554

Contract for Services with SB854 Page 18 of 74
Rev. 4/26
2500 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use 1-4" diameter thinning and
reduction cuts to prune for 14 ft road
clearance, to reduce end weight on all
lateral branches, and to remove dead
wood 1" in diameter and larger.
2500 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use 1-4" diameter thinning and
reduction cuts to prune for 14 ft road
clearance, to reduce end weight on all
lateral branches, and to remove dead
wood 1" in diameter and larger.
2500 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use 1-4" diameter thinning and
reduction cuts to prune for 14 ft road
clearance, to reduce end weight on all
lateral branches, and to remove dead
wood 1" in diameter and larger.
2500 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use 1-4" diameter thinning and
reduction cuts to prune for 14 ft road
clearance, to reduce end weight on all
lateral branches, and to remove dead
wood 1" in diameter and larger.
2500 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use 1-4" diameter thinning and
reduction cuts to prune for 14 ft road
clearance, to reduce end weight on all
lateral branches, and to remove dead
wood 1" in diameter and larger.
2500 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use 1-4" diameter thinning and
reduction cuts to prune for 14 ft road
clearance, to reduce end weight on all
lateral branches, and to remove dead
wood 1" in diameter and larger.
2500 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use 1-4" diameter thinning and
reduction cuts to prune for 14 ft road
clearance, to reduce end weight on all
lateral branches, and to remove dead
wood 1" in diameter and larger.
2500 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use 1-4" diameter thinning and
reduction cuts to prune for 14 ft road
clearance, to reduce end weight on all
lateral branches, and to remove dead
wood 1" in diameter and larger.

196 of 554

Contract for Services with SB854 Page 19 of 74
Rev. 4/26
2500 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use 1-4" diameter thinning and
reduction cuts to prune for 14 ft road
clearance, to reduce end weight on all
lateral branches, and to remove dead
wood 1" in diameter and larger.
2500 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use 1-4" diameter thinning and
reduction cuts to prune for 14 ft road
clearance, to reduce end weight on all
lateral branches, and to remove dead
wood 1" in diameter and larger.
2500 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use 1-4" diameter thinning and
reduction cuts to prune for 14 ft road
clearance, to reduce end weight on all
lateral branches, and to remove dead
wood 1" in diameter and larger.
2500 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use 1-4" diameter thinning and
reduction cuts to prune for 14 ft road
clearance, to reduce end weight on all
lateral branches, and to remove dead
wood 1" in diameter and larger.
2502 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
2506 ALAMEDA ALAMEDA Ginkgo biloba
'Autumn Gold'
(Ginkgo,
Autumn Gold)
PRUNE Use thinning and reduction cuts to
prune for 8-10 ft sidewalk clearance
and to correct poor structure.
2514 ALAMEDA ALAMEDA Ginkgo biloba
(maidenhair
tree)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road and 8-10 ft
sidewalk clearance.
2600 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood. Also
reduce end weight by reducing lateral
branches by 5-8 ft back to strong
laterals.
2600 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
2600 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
2600 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.

197 of 554

Contract for Services with SB854 Page 20 of 74
Rev. 4/26
2600 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
2600 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
2600 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
2600 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
2600 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
2600 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
2600 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
2600 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
2610 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and 8-
10 ft sidewalk clearance, and remove
dead wood.
2610 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and 8-
10 ft sidewalk clearance, and remove
dead wood.
2614 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road and driveway
clearance and 8-10 ft sidewalk
clearance, and remove dead wood.
2614 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road and driveway
clearance and 8-10 ft sidewalk
clearance, and remove dead wood.
2618 ALAMEDA ALAMEDA Ginkgo biloba
(maidenhair
tree)
PRUNE Use thinning and reduction cuts to
prune for 14 ft clearance over the
road / parking.

198 of 554

Contract for Services with SB854 Page 21 of 74
Rev. 4/26
2630 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
2800 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
remove branches / foliage under the
cast of the street lights and remove
dead wood.
2800 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
remove branches / foliage under the
cast of the street lights and remove
dead wood.
2800 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
remove branches / foliage under the
cast of the street lights and remove
dead wood.
2800 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
remove branches / foliage under the
cast of the street lights and remove
dead wood.
2800 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
remove branches / foliage under the
cast of the street lights and remove
dead wood.
2800 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
remove branches / foliage under the
cast of the street lights and remove
dead wood.
2800 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
2800 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
remove branches / foliage under the
cast of the street lights and remove
dead wood.
2800 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
remove branches / foliage under the
cast of the street lights and remove
dead wood.
2825 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and to
remove dead wood.

199 of 554

Contract for Services with SB854 Page 22 of 74
Rev. 4/26
2825 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and to
remove dead wood.
2825 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and to
remove dead wood.
2834 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and to
remove dead wood.
2900 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
2900 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
2900 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
2900 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
2900 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
2900 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
2900 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
2900 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
2900 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Prune to remove dead wood.
3000 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
remove dead wood.
3000 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
remove dead wood.

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3000 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
remove dead wood.
3000 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
remove dead wood.
3000 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
remove dead wood.
3009 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
3009 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
3035 ALAMEDA ALAMEDA Pistacia
chinensis
(pistache,
Chinese)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road and 8-10 ft
sidewalk clearance, and remove dead
wood.
3035 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
3036 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
3036 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and to
remove dead wood.
3040 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 14 ft driveway clearance
and to remove dead wood.
3046 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
3046 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.

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3050 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
remove dead wood.
3050 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
remove dead wood.
3050 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
remove dead wood.
3050 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
remove dead wood.
3050 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
remove dead wood.
3100 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
3100 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
3103 ALAMEDA ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and 8-
10 ft sidewalk clearance, and remove
dead wood.
3103 ALAMEDA ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and 8-
10 ft sidewalk clearance, and remove
dead wood.
3103 ALAMEDA ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and 8-
10 ft sidewalk clearance, and remove
dead wood.
3103 ALAMEDA ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and 8-
10 ft sidewalk clearance, and remove
dead wood.
3103 ALAMEDA ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and 8-
10 ft sidewalk clearance, and remove
dead wood. Also prune for stop sign
visibility.

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3200 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and to
remove dead wood.
3200 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and to
remove dead wood.
3200 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and to
remove dead wood.
3200 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and to
remove dead wood.
3200 ALAMEDA ALAMEDA Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and to
remove dead wood.
3205 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
3205 ALAMEDA ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Prune to remove dead wood.
3314 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
3314 ALAMEDA ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
3314 ALAMEDA ALAMEDA Liquidambar
styraciflua
(sweetgum,
American)
PRUNE Use 2-4" diameter thinning and
reduction cuts to reduce end weight
on most outstretched lateral
branches, and remove dead wood.
205 ALMADEN
WY

ALMADEN
WY
Celtis sinensis
(hackberry,
Chinese)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.

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208 ALMADEN
WY

ALMADEN
WY
Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
220 ALMADEN
WY

ALMADEN
WY
Celtis
reticulata
(hackberry,
western)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.

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3512 ALMADEN
WY

PASADENA
DR
Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3410 BRANSON
DR

BRANSON
DR
Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3413 BRANSON
DR

BRANSON
DR
Celtis sinensis
(hackberry,
Chinese)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3502 BRANSON
DR
SANTA

CLARA WY
Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3726 BRANSON
DR

BRANSON
DR
Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3921 BRANSON
DR

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3932 BRANSON
DR

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3945 BRANSON
DR

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4013 BRANSON
DR

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4041 BRANSON
DR

VISTA AVE
ALAMEDA Platanus x
hispanica
(London plane
tree)
PRUNE This is the middle tree of the 3 at this
address: Prune to remove dead wood.
3517 CASANOVA
DR

CASANOVA
DR
Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3806 CASANOVA
DR

CASANOVA
DR
Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3808 CASANOVA
DR

CASANOVA
DR
Pyrus
calleryana
(pear,
ornamental)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3809 CASANOVA
DR

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inch in diameter and larger.
3905 CASANOVA
DR

CASANOVA
DR
Pyrus
kawakamii
(pear,
evergreen)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3941 CASANOVA
DR

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3944 CASANOVA
DR

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3973 CASANOVA
DR

CUPERTIN
O WY
Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
216 CUPERTINO
WY

CUPERTIN
O WY
Fraxinus
oxycarpa (ash,
raywood)
REMO
VAL
Remove tree and grind stump to
replanting depth, leaving grindings
smooth and level with grade.

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313 CUPERTINO
WY

CASANOVA
DR
Acer rubrum
(maple, red)
PRUNE Use 2-3" diameter thinning and
reduction cuts to reduce large lateral
or codominant branches, and remove
dead wood.
501 CUPERTINO
WY

CASANOVA
DR
Acer rubrum
(maple, red)
PRUNE Use 2-3" diameter thinning and
reduction cuts to reduce large lateral
or codominant branches, and remove
dead wood.
3320 CURTISS ST POINSETTI
A AVE
Fraxinus
velutina
'Modesto'
(Ash,
Modesto)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3820 CURTISS ST CURTISS ST Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3005 DELMONTE
ST
30TH AVE Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
prune for 5 ft building clearance and
14 ft road clearance, and remove
dead and broken branches.
204 DEL ROSA
WY

DEL ROSA
WY
Stump (stump) STUM
P
REMO
VAL
Grind stump to replanting depth,
leaving grindings smooth and level
with grade.
208 DEL ROSA
WY

DEL ROSA
WY
Pyrus
kawakamii
(pear,
evergreen)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.

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228 DEL ROSA
WY

DEL ROSA
WY
Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
300 DEL ROSA
WY

DEL ROSA
WY
Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3912 DURAND DR DURAND
DR
Platanus x
hispanica
'Columbia'
(London plane
tree,
Columbia)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
325 ESTRELLA
WY

ESTRELLA
WY
Celtis sinensis
(hackberry,
Chinese)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
328 ESTRELLA
WY

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329 ESTRELLA
WY

ESTRELLA
WY
Ulmus
'Frontier' (elm,
ulmus)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
4004 GILLIS DR 40TH AVE E Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
4005 GILLIS DR 40TH AVE E Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
76 HILLSDALE
BLVD E

HILLSDALE
BLVD E
Liquidambar
styraciflua
(sweetgum,
American)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy, especially on the house
side; provide 8-10 feet sidewalk
clearance, 14 feet road clearance, and
3-5 feet clearance from structures;
remove deadwood 1 inch in diameter
and larger.

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97 HILLSDALE
BLVD E

HILLSDALE
BLVD E
Acacia
melanoxylon
(acacia,
blackwood)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, clearance around signs,
and 3-5 feet clearance from
structures; remove deadwood 1 inch
in diameter and larger.
301 HILLSDALE
BLVD E

HILLSDALE
BLVD E
Liquidambar
styraciflua
(sweetgum,
American)
PRUNE Use thinning and reduction cuts to
reduce end weight on large lateral
branches and remove dead wood.

Also prune for sign and streetlight
visibility.
301 HILLSDALE
BLVD E

HILLSDALE
BLVD E
Liquidambar
styraciflua
(sweetgum,
American)
PRUNE Use thinning and reduction cuts to
reduce end weight on large lateral
branches and remove dead wood.

Also prune for sign and streetlight
visibility.
301 HILLSDALE
BLVD E

HILLSDALE
BLVD E
Liquidambar
styraciflua
(sweetgum,
American)
PRUNE Use thinning and reduction cuts to
reduce end weight on large lateral
branches and remove dead wood.
301 HILLSDALE
BLVD E

HILLSDALE
BLVD E
Casuarina
equisetifolia
(horsetail tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
301 HILLSDALE
BLVD E

HILLSDALE
BLVD E
Eucalyptus
sideroxylon
(ironbark, red)
PRUNE Use 2-4" diameter thinning and
reduction cuts to reduce end weight
in the outer canopy and remove
deadwood.
301 HILLSDALE
BLVD E

HILLSDALE
BLVD E
Eucalyptus
sideroxylon
(ironbark, red)
PRUNE Use 2-4" diameter thinning and
reduction cuts to reduce end weight
on lateral branches and remove dead
wood.
301 HILLSDALE
BLVD E

HILLSDALE
BLVD E
Eucalyptus
sideroxylon
(ironbark, red)
PRUNE Use 2-4" diameter thinning and
reduction cuts to reduce end weight
in the outer canopy and remove
deadwood.

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301 HILLSDALE
BLVD E

HILLSDALE
BLVD E
Eucalyptus
sideroxylon
(ironbark, red)
PRUNE Use 2-4" diameter thinning and
reduction cuts to reduce end weight
on lateral branches and remove dead
wood.
301 HILLSDALE
BLVD E

HILLSDALE
BLVD E
Eucalyptus
sideroxylon
(ironbark, red)
PRUNE Use 2-4" diameter thinning and
reduction cuts to reduce end weight
in the outer canopy and remove
deadwood.
301 HILLSDALE
BLVD E

HILLSDALE
BLVD E
Eucalyptus
sideroxylon
(ironbark, red)
PRUNE Use 2-4" diameter thinning and
reduction cuts to reduce end weight
on lateral branches and remove dead
wood.
100 LAURIE

MEADOWS
DR
LAURIE

MEADOWS
DR
Casuarina
equisetifolia
(horsetail tree)
PRUNE Use thinning and reduction cuts to
provide 8-10 feet sidewalk clearance,
14 feet road clearance, and 3-5 feet
clearance from structures; remove
deadwood 1 inch in diameter and
larger.
100 LAURIE

MEADOWS
DR
LAURIE

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100 LAURIE

MEADOWS
DR
LAURIE

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100 LAURIE

MEADOWS
DR
LAURIE

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150 LAURIE

MEADOWS
DR
LAURIE

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150 LAURIE

MEADOWS
DR
LAURIE

MEADOWS
DR
Myoporum
laetum
(myoporum)
PRUNE Use thinning and reduction cuts to
prune for 8-10 feet sidewalk
clearance, 14 feet road clearance, and
3-5 feet clearance from structures,
and remove deadwood 1 inch in
diameter and larger.
150 LAURIE

MEADOWS
DR
LAURIE

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150 LAURIE

MEADOWS
DR
LAURIE

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150 LAURIE

MEADOWS
DR
LAURIE

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401 LOS GATOS
WY

LOS GATOS
WY
Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
401 LOS GATOS
WY

LOS GATOS
WY
Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
405 LOS GATOS
WY

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406 LOS GATOS
WY

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606 LOS GATOS
WY

CLARA WY
Pyrus
kawakamii
(pear,
evergreen)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3813 MARTIN DR MARTIN
DR
Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3814 MARTIN DR MARTIN
DR
Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3906 MARTIN DR MARTIN
DR
Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3920 MARTIN DR MARTIN
DR
Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.

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3936 MARTIN DR MARTIN
DR
Ulmus spp.
(elm, hybrid)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3941 MARTIN DR MARTIN
DR
Ulmus
'Frontier' (elm,
ulmus)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
4009 MARTIN DR MARTIN
DR
Pyrus
kawakamii
(pear,
evergreen)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
4013 MARTIN DR MARTIN
DR
Ulmus
'Frontier' (elm,
ulmus)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
4021 MARTIN DR MARTIN
DR
Fraxinus
velutina
'Modesto'
(Ash,
Modesto)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
2801 MASON LN MASON LN Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
2801 MASON LN MASON LN Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.

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2872 MASON LN MASON LN Pyrus
kawakamii
(pear,
evergreen)
PRUNE Use 2-4" diameter thinning and
reduction cuts to reduce end weight
on lateral branches and remove dead
wood.
2872 MASON LN VENTURA
AVE
Cinnamomum
camphora
(camphor tree)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
92 MCLELLAN
AVE

MCLELLAN
AVE
Cedrus
deodara
(cedar,
deodar)
PRUNE Use thinning and reduction cuts to:
reduce end weight on large lateral
branches; provide 8-10 feet sidewalk
clearance, 14 feet road clearance, and
3-5 feet clearance from structures;
remove deadwood 1 inch in diameter
and larger.
113 MCLELLAN
AVE

MCLELLAN
AVE
Ulmus spp.
(elm, hybrid)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
118 MCLELLAN
AVE

MCLELLAN
AVE
Celtis australis
(hackberry,
European)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
138 MCLELLAN
AVE

MCLELLAN
AVE
Ulmus pumila
(elm, Siberian)
REMO
VAL
Remove dead elm and grind stump to
replanting depth. leaving grindings
smooth and level with grade.
147 MCLELLAN
AVE

MCLELLAN
AVE
Celtis sinensis
(hackberry,
Chinese)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
147 MCLELLAN
AVE

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154 MCLELLAN
AVE

MCLELLAN
AVE
Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
184 MCLELLAN
AVE

MCLELLAN
AVE
Pyrus
calleryana
(pear,
ornamental)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3937 ONEILL DR ONEILL DR Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3953 ONEILL DR ONEILL DR Ulmus pumila
(elm, Siberian)
STUM
P
REMO
Grind stump to replanting depth.

Leave grindings smooth and level with
grade.

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VAL
3969 ONEILL DR ONEILL DR Ulmus
'Frontier' (elm,
ulmus)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3972 ONEILL DR ONEILL DR Ulmus
'Frontier' (elm,
ulmus)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3973 ONEILL DR ONEILL DR Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3981 ONEILL DR ONEILL DR Ulmus
'Frontier' (elm,
ulmus)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3985 ONEILL DR ONEILL DR Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3989 ONEILL DR ONEILL DR Ulmus
'Frontier' (elm,
ulmus)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.

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3989 ONEILL DR ONEILL DR Ulmus
'Frontier' (elm,
ulmus)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3503 ORINDA DR ORINDA DR Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3507 ORINDA DR ALMADEN
WY
Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3808 ORINDA DR ORINDA DR Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3812 ORINDA DR ORINDA DR Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3813 ORINDA DR ORINDA DR Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.

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3813 ORINDA DR ESTRELLA
WY
Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3820 ORINDA DR ORINDA DR Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3824 ORINDA DR ORINDA DR Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3824 ORINDA DR 39TH AVE E Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3926 ORINDA DR ORINDA DR Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3933 ORINDA DR 40TH AVE E Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.

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4005 ORINDA DR 40TH AVE E Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3425 PACIFIC
BLVD

PACIFIC
BLVD
Eucalyptus
polyanthemos
(gum, silver-
dollar)
PRUNE Use 2-4" diameter thinning and
reduction cuts to reduce end weight
on lateral branches and remove dead
wood.
3425 PACIFIC
BLVD

PACIFIC
BLVD
Eucalyptus
polyanthemos
(gum, silver-
dollar)
PRUNE Use 2-4" diameter thinning and
reduction cuts to reduce end weight
on lateral branches and remove dead
wood.
3101 PACIFIC
BLVD
ONRAMP

PACIFIC
BLVD
ONRAMP
Quercus
agrifolia (oak,
coast live)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 14 feet road
clearance; remove foliage obstructing
street light; remove deadwood 1 inch
in diameter and larger.
3101 PACIFIC
BLVD
ONRAMP

PACIFIC
BLVD
ONRAMP
Quercus
agrifolia (oak,
coast live)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance and 14 feet road
clearance; remove deadwood 1 inch
in diameter and larger.
3101 PACIFIC
BLVD
ONRAMP

PACIFIC
BLVD
ONRAMP
Eucalyptus
globulus (gum,
blue)
PRUNE Use 2-4" diameter thinning and
reduction cuts to reduce end weight
on lateral branches and remove dead
wood.
3101 PACIFIC
BLVD
ONRAMP

PACIFIC
BLVD
ONRAMP
Pinus pinea
(pine, Italian
stone)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, clearance around lines and
clearance around signs; remove
deadwood 1 inch in diameter and
larger.

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3101 PACIFIC
BLVD
ONRAMP

PACIFIC
BLVD
ONRAMP
Quercus
agrifolia (oak,
coast live)
PRUNE Use thinning and reduction cuts to
prune for clearance under street light,
and for 8-10 ft sidewalk clearance.
3200 PACIFIC
BLVD
ONRAMP

PACIFIC
BLVD
ONRAMP
Schinus molle
(pepper,
California)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove deadwood.
502 PARKSIDE
WY
ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Prune to remove dead wood.
3509 PASADENA
DR

PASADENA
DR
Acer rubrum
(maple, red)
PRUNE Prune to reduce the very large lateral
limb growing towards the street by at
least 40%.
3524 PASADENA
DR

PASADENA
DR
Washingtonia
robusta (palm,
Mexican fan)
PRUNE Prune to remove fruit and dead and
dying fronds.
3705 PASADENA
DR

PASADENA
DR
Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.

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3706 PASADENA
DR

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Contract for Services with SB854 Page 58 of 74
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3800 PASADENA
DR

ESTRELLA
WY
Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3809 PASADENA
DR

ESTRELLA
WY
Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3822 PASADENA
DR
39TH AVE E Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3908 PASADENA
DR

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3913 PASADENA
DR

PASADENA
DR
Acer rubrum
(maple, red)
PRUNE Use 2-3" diameter thinning and
reduction cuts to reduce large lateral
or codominant branches, and remove
dead wood. Also prune for 14 ft road
clearance and streetlight visibility.
3917 PASADENA
DR

PASADENA
DR
Acer rubrum
(maple, red)
PRUNE Use 2-3" diameter thinning and
reduction cuts to reduce large lateral
or codominant branches, and remove
dead wood.
3920 PASADENA
DR

PASADENA
DR
Acer rubrum
'October Glory'
(maple,
October Glory
red)
PRUNE Use 2-3" diameter thinning and
reduction cuts to reduce large lateral
or codominant branches, and remove
dead wood.
3937 PASADENA
DR

PASADENA
DR
Liriodendron
tulipifera
(tuliptree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3952 PASADENA
DR

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10 POINSETTIA
AVE

POINSETTI
A AVE
Celtis sinensis
(hackberry,
Chinese)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
10 POINSETTIA
AVE

POINSETTI
A AVE
Celtis australis
(hackberry,
European)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
19 POINSETTIA
AVE

POINSETTI
A AVE
Celtis
occidentalis
(Hackberry,
common)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
22 POINSETTIA
AVE

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40 POINSETTIA
AVE

POINSETTI
A AVE
Ulmus
'Frontier' (elm,
ulmus)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
58 POINSETTIA
AVE

POINSETTI
A AVE
Fraxinus
velutina
'Modesto'
(Ash,
Modesto)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.

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59 POINSETTIA
AVE

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89 POINSETTIA
AVE

POINSETTI
A AVE
Acer
buergeranum
(maple,
trident)
PRUNE Use thinning and reduction cuts to
prune 8-10 feet sidewalk clearance
and 14 feet road and driveway
clearance, and remove deadwood 1
inch in diameter and larger.
144 POINSETTIA
AVE

POINSETTI
A AVE
Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
224 POINSETTIA
AVE

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230 POINSETTIA
AVE

SARATOGA
DR
Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
301 POINSETTIA
AVE

POINSETTI
A AVE
Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
317 POINSETTIA
AVE

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334 POINSETTIA
AVE

POINSETTI
A AVE
Ulmus
davidiana var.
japonica
'Emerald
Sunshine' (elm,
Emerald
Sunshine)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
605 POINSETTIA
AVE

POINSETTI
A AVE
Ulmus spp.
(elm, hybrid)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
4004 REGAN DR 40TH AVE E Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
130 SAN

MIGUEL WY
CURTISS ST Cinnamomum
camphora
(camphor tree)
PRUNE Prune for 8-10 ft sidewalk clearance,
14 ft road clearance, and to remove
dead wood 1 inch in diameter.

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130 SAN

MIGUEL WY
CURTISS ST Cinnamomum
camphora
(camphor tree)
PRUNE Prune for 8-10 ft sidewalk clearance,
14 ft road clearance, and to remove
dead wood 1 inch in diameter.
130 SAN

MIGUEL WY
CURTISS ST Cinnamomum
camphora
(camphor tree)
PRUNE Prune for 8-10 ft sidewalk clearance,
14 ft road clearance, and to remove
dead wood 1 inch in diameter.

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130 SAN

MIGUEL WY
CURTISS ST Cinnamomum
camphora
(camphor tree)
PRUNE Prune for 8-10 ft sidewalk clearance,
14 ft road clearance, and to remove
dead wood 1 inch in diameter.
130 SAN

MIGUEL WY
CURTISS ST Cinnamomum
camphora
(camphor tree)
PRUNE Prune for 8-10 ft sidewalk clearance,
14 ft road clearance, and to remove
dead wood 1 inch in diameter.
217 SAN

MIGUEL WY
SAN
MIGUEL
WY
Platanus x
hispanica
(London plane
tree)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
304 SAN

MIGUEL WY
SAN
MIGUEL
WY
Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
305 SAN

CLARA WY
SANTA

CLARA WY
Ulmus pumila
(elm, Siberian)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.

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305 SANTA

CLARA WY
SANTA

CLARA WY

PASADENA
DR
Prunus
cerasifera
(plum, purple-
leaf)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, 3-5 feet clearance from
structures, and sign visibility; remove
deadwood 1 inch in diameter and
larger.
506 SANTA

CLARA WY
SANTA

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609 SANTA

CLARA WY
SANTA

SANTIAGO
ST
Pyrus
calleryana
'Redspire'
(pear,
ornamental
'Redspire')
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
3412 SARATOGA
DR

SARATOGA
DR
Pyrus
calleryana
(pear,
ornamental)
PRUNE Use thinning and reduction cuts to:
reduce end weight in the outer 30%
of the canopy; provide 8-10 feet
sidewalk clearance, 14 feet road
clearance, and 3-5 feet clearance
from structures; remove deadwood 1
inch in diameter and larger.
432 SYLVAN AVE ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
432 SYLVAN AVE ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.

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432 SYLVAN AVE ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
433 SYLVAN AVE ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
433 SYLVAN AVE ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
501 SYLVAN AVE ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reductions to prune
for 14 ft road clearance and 8-10 ft
sidewalk clearance, and remove dead
wood.
501 SYLVAN AVE ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
506 SYLVAN AVE ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
506 SYLVAN AVE ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Use thinning and reduction cuts to
remove dead wood.
526 SYLVAN AVE SYLVAN
AVE
Cinnamomum
camphora
(camphor tree)
PRUNE Use thinning and reduction cuts to
prune for 14 ft driveway clearance
and remove dead wood.
623 SYLVAN AVE SYLVAN
AVE
Cinnamomum
camphora
(camphor tree)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and 8-
10 ft sidewalk clearance, and remove
dead wood.
424 TERRACE
WY
ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.
424 TERRACE
WY
ALAMEDA Magnolia
grandiflora
(magnolia,
southern)
PRUNE Prune to remove dead wood.

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508 VENTURA
AVE
ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
508 VENTURA
AVE
ALAMEDA Cinnamomum
camphora
(camphor tree)
PRUNE Use thinning and reduction cuts to
prune for 14 ft road clearance and
remove dead wood.
615 VENTURA
AVE

FERNWOO
D ST
Ulmus
parvifolia (elm,
Chinese)
PRUNE Use thinning and reduction cuts to
prune for 5 ft building clearance and
14 ft road clearance, and remove
dead wood.
658 VENTURA
AVE

VENTURA
AVE
Cinnamomum
camphora
(camphor tree)
PRUNE Use thinning and reduction cuts to
prune for 5 ft building clearance and
remove dead wood.
762 VENTURA
AVE

VENTURA
AVE
Pyrus
kawakamii
(pear,
evergreen)
PRUNE Use 1-3" diameter thinning and
reduction cuts to reduce end weight
on lateral branches on the house side
of the tree.
763 VENTURA
AVE

VENTURA
AVE
Pyrus
kawakamii
(pear,
evergreen)
PRUNE This is the bigger tree at this address -
Use thinning and reduction to prune
away branches under the street light
and to reduce end weight on long
lateral branches.

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EXHIBIT B

PAYMENT RATES

Payment to be made to WEST COAST ARBORISTS, INC., in an amount not to exceed $113,850.00(a per-tree price of $225.00), upon satisfactory completion of work.

Invoices shall be sent to Lauren Allen [email protected] and Karoline Woodhouse [email protected]

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EXHIBIT C

INSURANCE REQUIREMENTS

MINIMUM SCOPE OF INSURANCE

Coverage shall be at least as broad as:

1. Commercial General Liability (CGL): Insurance Services Office (ISO) Form CG 00 01 12 07 covering CGL on an “occurrence” basis, including products -completed operations, personal & advertising injury, with limits no less than $5,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: ISO Form Number CA 00 01 covering any auto (Code 1), or if Contractor has no owned autos, hired, (Code 8) and non -owned autos (Code 9), with limit no less than $1,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation: as required by the State of California, with Statutory Limits, and Employer’s Liability Insurance with limit of no less than $1,000,000 per accident for bodily injury or disease.

If the contractor maintains higher limits than the minimums shown above, the City requires and shall be entitled to coverage for the higher limits maintained by the contractor.

Other Insurance Provisions
The insurance policies are to contain, or be endorsed to contain, the following provisions:

Additional Insured Status
The City, its elected and appointed officials, employees, volunteers, and agents are to be covered as insureds on the auto policy for liability arising out of automobiles owned, leased, hired or borrowed by or on behalf of the Contractor; and on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts or equipment furnished in connection with such work or operations. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance (at least as broad as ISO Form CG 20 10, 11 85 or both CG 20 10 and CG 20 37 forms if later revisions used).

Primary Coverage
For any claims related to this contract, the Contractor’s insurance coverage shall be primary insurance as respects the City, its elected and appointed officials, employees, volunteers, and agents. Any insurance or self-insurance maintained by the City, its elected and appointed officials, employees, volunteers, or agents shall be excess of the Contractor’s insurance and shall not contribute with it.

Notice of Cancellation
Each insurance policy required above shall provide that coverage shall not be canceled, except after thirty (30) days’ prior written notice (10 days for non-payment) has been given to the City.

Waiver of Subrogation
Contractor hereby grants to City a waiver of any right to subrogation which any insurer of said Contractor may acquire against the City by virtue of the payment of any loss under such insurance. Contractor agrees to obtain any endorsement that may be nece ssary to effect this waiver of subrogation, but this provision applies regardless of whether or not the City has received a waiver of subrogation endorsement from the insurer.

Deductibles and Self-Insured Retentions

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Any deductibles or self-insured retentions must be declared to and approved by the City. The City may require the Contractor to purchase coverage with a lower deductible or retention or provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within the retention.

Acceptability of Insurers
Insurance is to be placed with insurers with a current A.M. Best’s rating of no less than A:VII, unless otherwise acceptable to the City.

Verification of Coverage
Contractor shall furnish the City with original certificates and amendatory endorsements or copies of the applicable policy language effecting coverage required by this clause. All certificates and endorsements are to be received and approved by the City before work commences. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor’s obligation to provide them. The City reserves the right to require complete, certified copies of all required insurance policies, including endorsements required by these specifications, at any time.

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CITY OF SAN MATEO
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6 4

CITY OF SAN MATEO
Agenda Report
City Hall
330 W. 20th Avenue
San Mateo CA 94403
www.cityofsanmateo.org
Agenda Number: 13 Section Name: CONSENT CALENDAR Account Number: 72-4674 File ID: 26-11526 TO: City Council
FROM: Alex Khojikian, City Manager
PREPARED BY: Public Works Department
MEETING DATE: September 08, 2026
SUBJECT:
2026 Sanitary Sewer Root Foaming (North Basin) — Agreement RECOMMENDATION:

Award an agreement to Duke’s Root Control, Inc. for the 2026 Sanitary Sewer Root Foaming (North Basin) project in an amount not to exceed $415,950.13; establish a contingency reserve of $40,000.00; and authorize the Public Works Director to execute the agreement in substantially the form presented and issue change orders within the contingency amount.

BACKGROUND:

The City of San Mateo treats parts of its sanitary sewer system with a foam herbicide to control root intrusion as part of the Public Works Department’s Sewer System Management Plan. Root control is one of the methods the City uses to reduce sanitary sewer overflows caused by root blockage, required as part of the 2009 Cease and Desist Order issued by the Regional Water Quality Control Board. The project area limits are west of El Camino Real, north of State Route 92, and south of the border with the Town of Hillsborough. This project will treat approximately 199,000 linear feet of sanitary sewer pipe sizes 4” through 30”.

The City advertised this project on June 4, 2026, and bids were opened on July 2, 2026. One (1) bid was received, shown in the table below. The engineer’s estimate is $410,000.00.

Company Name Total Bid Amount
Duke’s Root Control, Inc. $415,950.13
After a review of the bid documents submitted by Duke’s Root Control, Inc., staff determined that the bid is responsive and the bidder is responsible, and therefore recommend awarding the agreement to Duke’s Root Control, Inc.

BUDGET IMPACT:

Sufficient funds are available in the Root Foaming Project (469933) for this agreement and the requested contingency reserve.

ENVIRONMENTAL DETERMINATION:

This project is categorically exempt from CEQA as an “existing facility,” because it consists of the operation, repair, maintenance, permitting, leasing, licensing, or minor alteration of existing public or private structures, facilities, mechanical equipment, or topographical features, involving negligible or no expansion of existing or former use. (CEQA Guidelines Section 15301.)

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CITY OF SAN MATEO
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6 4

STRATEGIC PLAN ALIGNMENT
This staff report supports the Infrastructure initiative.

NOTICE PROVIDED
All meeting noticing requirements were met.

ATTACHMENTS
Att 1 – Agreement
Att 2 – Bid Summary

STAFF CONTACT
Zach Silverman, Assistant Engineer
[email protected]
(650) 522-7308
Laura Webb, Senior Engineer
[email protected]
(650) 522-7322
Thomas Williams, Engineering Manager
[email protected]
(650) 522-7307

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AGREEMENT WITH DUKE’S ROOT CONTROL, INC.

FOR PUBLIC IMPROVEMENT
FOR
2026 SANITARY SEWER ROOT FOAMING (NORTH BASIN)
CITY PROJECT NO. 469933

THIS AGREEMENT FOR PUBLIC IMPROVEMENTS (“Agreement”), made and entered into in the City of San Mateo, County of San Mateo, State of California, by and between the CITY OF SAN MATEO, a municipal corporation existing under the laws of the State of California, (hereinafter called "City") and DUKE’S ROOT CONTROL, INC., a corporation, with offices at 1707 Randall Road, Suite 180, Elgin, IL 60123 (hereinafter called "Contractor"), entered into this day of ____________________.

RECITALS:

(a) City has taken appropriate proceedings to authorize construction of the public work and improvements or other matters herein provided, and execution of this Agreement.

(b) A notice was duly published for bids for the contract for the improvement hereinafter described.

(c) After notice duly given, on the date hereof, the City awarded the contract for the construction of the improvements hereinafter described to Contractor.

IT IS AGREED, as follows:

1. Scope of Work. Contractor shall perform the work according to the Contract Book entitled:

2026 Sanitary Sewer Root Foaming (North Basin)

CITY PROJECT NO. 469933

2. Contract Price. City shall pay, and the Contractor shall accept, the sum of $415,950.13 in full payment for the work set forth above.

Said price is determined by the prices contained in Contractor's bid, and shall be paid as described in the Contract Book. In the event work is performed or materials furnished in addition to or a reduction of those set forth in Contractor's bid and the specifications herein, such work and materials will be paid for as described in the Contract Book.

3. The Contract Documents. The complete contract consists of the following documents: this Agreement; the Notice Inviting Sealed Proposals; the Accepted Proposal; the Contract Book which includes the Special Provisions and Contract Drawings, Addendum Number 1 issued to the Contract Book, the APWA-AGC Standard Specifications for Public Works Construction, 2015 Edition, the Faithful Performance Bond, and the Labor and Material Bond (hereinafter referred to as the “contract documents”).

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All rights and obligations of City and Contractor are fully set forth and described in the contract documents. The contract documents constitute the entire contract between the parties hereto pertaining to the subject matter hereof, fully supersede any and all prior understandings, representations, warranties and agreements between the parties hereto, or any of them, pertaining to the subject matter hereof, and may be modified only by written agreement signed by all of the parties hereto.

All of the above-named documents are complementary and are intended to operate in harmony, so that any work called for in one, and not mentioned in the other, or vice versa, is to be executed the same as if mentioned in all said documents. In the event of any variation or discrepancy between any portion of this Agreement and any portion of the contract documents, this Agreement shall prevail.

The precedence of the remaining contract documents will be as specified in the Contract Book.

4. Schedule. All work shall be performed in accordance with the schedule provided pursuant to the Contract Book.

5. Performance by Sureties. In the event of any termination as hereinbefore provided, City shall immediately give written notice thereof to Contractor and Contractor's sureties, and the sureties shall have the right to take over and perform the Agreement, provided, however, that if the sureties, within 5 days after giving them said notice of termination, do not give City written notice of their intention to take over the performance thereof within 5 days after notice to City of such election, City may take over the work and prosecute the same to completion, by contract or by any other method it may deem advisable, for the account, and at the expense of Contractor, and the sureties shall be liable to City for any excess cost or damages occasioned City thereby; and, in such event, City may, without liability for so doing, take possession of, and utilize in completing the work, such materials, appliances, plant and other property belonging to Contractor as may be on the site of the work and necessary therefor.

6. Legal Work Day - Penalties for Violation. Eight hours of labor shall constitute a legal day's work.

Contractor shall not require more than 8 hours labor in a day and 40 hours in a calendar week from any person employed by Contractor in the performance of such work unless such excess work is compensated for at not less than 1-1/2 times the basic rate of pay. Contractor shall forfeit as a penalty to City the sum of $25.00 for each laborer, workman or mechanic employed in the execution of this contract by Contractor, or by any subcontractor for each calendar day during which such laborer, workman or mechanic is required or permitted to labor more than 8 hours in any calendar day and 40 hours in any one calendar week in violation of the provisions of Sections 1810 and 1816, inclusive, of the Labor Code of the State of California.

7. Prevailing Wage Scale. The prevailing wage scale as determined by the Director of Industrial Relations of the State of California, in force on the day the bid was announced, will be the minimum paid to all craftsmen and laborers working on this project. Contractor shall also require any subcontractors who work or provide any services related to the project to pay all persons performing labor or rendering service under said subcontract or other arrangement at least the general prevailing rate of wages, determined as set forth herein for the respective crafts and employments, including such wages for holiday and overtime work. A copy of the correct determination will be posted at the job site. It is understood that it is the responsibility of Contractor to determine the correct scale. Copies of the

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prevailing wage rates are on file at the City Clerk's office, however, errors or defects in the materials in the City Clerk's office will not excuse a bidder's failure to comply with the actual scale then in force.

Contractor must submit certified payrolls to the Department of Industrial Relations in accordance with Labor Code Section 1776.

Contractor agrees to comply with the City’s minimum wage ordinance as codified in Municipal Code Chapter 5.92, which differs from the state minimum wage and includes a Consumer Price Index escalator.

8. Senate Bill 854 Compliance Required. In accordance with Labor Code Sections 1725.5 and 1771.1, all contractors and subcontractors must be registered with the Department of Industrial Relations.

In accordance with Labor Code Section 1771.4 the contractor must post job site notices as required by regulation and this project will be subject to compliance monitoring and enforcement by the Department of Industrial Relations.

9. Insurance. The Contractor shall procure and maintain for the duration of the contract and five years thereafter the insurance as specified in Exhibit A of this agreement.

10. Indemnity. Contractor agrees to hold harmless and indemnify City, its elected and appointed officials, employees, volunteers, and agents from and against any and all claims, loss, liability, damage, and expense arising out of Contractor’s performance of this Agreement, except for those claims arising out of City’s sole negligence or willful misconduct. Contractor agrees to defend City, its elected and appointed officials, employees, volunteers, and agents against any such claims. The Contractor’s duty to indemnify shall survive expiration or early termination of this Agreement.

11. Attorney Fees. Attorney fees in total amount not exceeding $5000, shall be recoverable as costs (by the filing of a cost bill) by the prevailing party in any action or actions to enforce the provisions of this Agreement. The above $5000 limit is the total of attorney fees recoverable whether in the trial court, appellate court, or otherwise, and regardless of the number of attorneys, trials, appeals, or actions. It is the intent of this provision that neither party shall have to pay the other more than $5000 for attorney fees arising out of an action, or actions to enforce the provisions of this Agreement.

12. Mediation. Should any dispute arise out of this Agreement, any party may request that it be submitted to mediation. The parties shall meet in mediation within 30 days of a request. The mediator shall be agreed to by the mediating parties; in the absence of an agreement, the parties shall each submit one name from mediators listed by either the American Arbitration Association, the California State Board of Mediation and Conciliation, or other agreed-upon service. The mediator shall be selected by a blind draw.

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13. Provisions Cumulative. The provisions of this agreement are cumulative, and in addition to and not in limitation of, any other rights or remedies available to City.

14. Notices. All notices shall be in writing, and delivered in person or transmitted by certified mail, postage prepaid.

a. Notices required to be given to City shall be addressed as follows:

Director of Public Works
City of San Mateo
330 West 20th Avenue
San Mateo, CA 94403

Notices required to be given to Contractor shall be addressed as appears in the signature block as shown on the Bidder's Statement.

15. Interpretation. As used herein any gender includes each other gender, the singular includes the plural and vice versa.

16. Governing Law and Venue. This Agreement, the contract documents, and the performance hereon shall be governed, interpreted, construed, and regulated by the laws of the State of California. The parties agree that any action related to this Agreement or the contract documents will be venued in the County of San Mateo.

17. Headings. The title and headings of the various sections of this Agreement and the contract documents are intended solely for convenience of reference and are not intended to explain, modify, or place any construction on any provisions.

18. No Partnership or Agency. Nothing in this Agreement nor the contract documents shall be deemed to constitute a partnership in law between City and Contractor, or any sub-contractor, to constitute either party as an agent of the other for any purpose; or to entitle either party to commit or bind the other in any manner unless expressly agreed upon in the contract documents.

19. Severability. If any part or provision of the contract documents is determined by any court to be illegal, invalid, or unenforceable, in whole or in part, the contract documents shall continue to be valid as to its other provisions and the remainder of the affected provision, unless it can be concluded from the circumstances that, in the absence of the provisions found to be null and void, the parties would not have entered into the contract documents. The parties shall use all reasonable efforts to replace any and all provisions or parts found to be null and void with provisions that are valid under the applicable law and come closest to their original intention.

20. Waiver. None of the following shall operate as a waiver of any provision of the contract documents, or of any power herein reserved by the City, or any right to damages herein provided: 1) inspection by the City or its authorized agents or representatives; 2) any order or certificate for payment, or any payment for, or acceptance of the whole or any part of the work by the City; 3) an extension of time; or 4) any position taken by the City or its authorized agents or representatives.

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21. Warranty. Contractor warrants and guarantees that the materials and equipment provided shall be at least of the quality specified and new unless otherwise required or permitted by the contract documents, and, if no quality is specified, then the materials and equipment shall be of commercial grade, suitable for heavy public use in facilities of similar size and complexity, that the work performed hereunder will be free from defects, and that the work will conform to the requirements of the contract documents.

[SIGNATURE PAGE FOLLOWS]

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IN WITNESS WHEREOF, this agreement between the CITY OF SAN MATEO and DUKE’S ROOT CONTROL, INC. has been duly executed by the parties hereinabove named, as of the day and year first above written.

CITY OF SAN MATEO

CONTRACTOR

Matt Fabry
Public Works Director

Date Matt Fishbune
Its Authorized Agent
President & CEO

If a Corporation, can be either 1)
President or 2) Vice President plus an
additional corporate officer (i.e.,
Secretary, Treasurer) who shall sign
below.

Date

APPROVED AS TO FORM

ADDITIONAL CORPORATE OFFICER
(if necessary per the above)

Linh P. Nguyen
Assistant City Attorney
Date

Date

Attachments:

Exhibit A: Insurance Requirements

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Exhibit A
Insurance Requirements for Construction Contracts
Contractor shall procure and maintain for the duration of the contract, and for x years thereafter, insurance against claims for injuries to persons or damages to property which may arise from or in connection with the performance of the work hereunder by the Contractor, his agents, representatives, employees, or subcontractors.

MINIMUM SCOPE AND LIMIT OF INSURANCE

Coverage shall be at least as broad as:

1. Commercial General Liability (CGL): Insurance Services Office (ISO) Form CG 00 01 covering CGL on an “occurrence” basis, including products and completed operations, property damage, bodily injury and personal & advertising injury with limits no less than $5,000,000 per occurrence. If a general aggregate limit applies, either the general aggregate limit shall apply separately to this project/location (ISO CG 25 03 or 25 04) or the general aggregate limit shall be twice the required occurrence limit.

2. Automobile Liability: Insurance Services Office Form CA 0001 covering Code 1 (any auto), with limits no less than $5,000,000 per accident for bodily injury and property damage.

3. Workers’ Compensation insurance as required by the State of California, with Statutory Limits, and Employers’ Liability insurance with a limit of no less than $1,000,000 per accident for bodily injury or disease.

4. Builder’s Risk (Course of Construction) insurance utilizing an “All Risk” (Special Perils) coverage form, with limits equal to the completed value of the project and no coinsurance penalty provisions.

5. Surety Bonds as described below.

6. Professional Liability (if Design/Build), with limits no less than $2,000,000 per occurrence or claim, and $2,000,000 policy aggregate.

7. Contractors’ Pollution Legal Liability and/or Asbestos Legal Liability and/or Errors and Omissions (if project involves environmental hazards) with limits no less than $1,000,000 per occurrence or claim, and $2,000,000 policy aggregate.

If the contractor maintains broader coverage and/or higher limits than the minimums shown above, the Entity requires and shall be entitled to the broader coverage and/or higher limits maintained by the contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the Entity.

Self-Insured Retentions
Self-insured retentions must be declared to and approved by the Entity. At the option of the Entity, either: the contractor shall cause the insurer shall to reduce or eliminate such self-insured retentions as respects the Entity, its officers, officials, employees, and volunteers; or the Contractor shall provide a financial guarantee satisfactory to the Entity guaranteeing payment of losses and related investigations, claim administration, and defense expenses. The policy language shall provide, or be endorsed to provide, that the self-insured retention may be satisfied by either the named insured or Entity.

Other Insurance Provisions

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The insurance policies are to contain, or be endorsed to contain, the following provisions:

1. The Entity, its officers, officials, employees, volunteers, and agents are to be covered as additional insureds on the CGL policy with respect to liability arising out of work or operations performed by or on behalf of the Contractor including materials, parts, or equipment furnished in connection with such work or operations and automobiles owned, leased, hired, or borrowed by or on behalf of the Contractor. General liability coverage can be provided in the form of an endorsement to the Contractor’s insurance (at least as broad as ISO Form CG 20 10, CG 11 85 or both CG 20 10, CG 20 26, CG 20 33, or CG 20 38; and CG 20 37 forms if later revisions used).

2. For any claims related to this project, the Contractor’s insurance coverage shall be primary insurance coverage at least as broad as ISO CG 20 01 04 13 as respects the Entity, its officers, officials, employees, volunteers, and agents. Any insurance or self-insurance maintained by the Entity, its officers, officials, employees, volunteers, and agents shall be excess of the Contractor’s insurance and shall not contribute with it.

3. Each insurance policy required by this clause shall provide that coverage shall not be canceled, except with notice to the Entity.

Builder’s Risk (Course of Construction) Insurance
Contractor may submit evidence of Builder’s Risk insurance in the form of Course of Construction coverage. Such coverage shall name the Entity as a loss payee as their interest may appear.

If the project does not involve new or major reconstruction, at the option of the Entity, an Installation Floater may be acceptable. For such projects, a Property Installation Floater shall be obtained that provides for the improvement, remodel, modification, alteration, conversion or adjustment to existing buildings, structures, processes, machinery and equipment. The Property Installation Floater shall provide property damage coverage for any building, structure, machinery or equipment damaged, impaired, broken, or destroyed during the performance of the Work, including during transit, installation, and testing at the Entity’s site.

Claims Made Policies – (If at all possible avoid and require occurrence type CGL policies) If any coverage required is written on a claims-made coverage form:

1. The retroactive date must be shown, and this date must be before the execution date of the contract or the beginning of contract work.

2. Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of contract work.

3. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a retroactive date prior to the contract effective, or start of work date, the Contractor must purchase extended reporting period coverage for a minimum of five (5) years after completion of contract work.

4. A copy of the claims reporting requirements must be submitted to the Entity for review.

5. If the services involve lead-based paint or asbestos identification/remediation, the Contractors Pollution Liability policy shall not contain lead-based paint or asbestos exclusions. If the services involve mold identification/remediation, the Contractors Pollution Liability policy shall not contain a mold exclusion, and the definition of Pollution shall include microbial matter, including mold.

Acceptability of Insurers
Insurance is to be placed with insurers authorized to conduct business in the state with a current A.M.

Best rating of no less than A: VII, unless otherwise acceptable to the Entity.

Waiver of Subrogation
Contractor hereby agrees to waive rights of subrogation which any insurer of Contractor may acquire

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from Contractor by virtue of the payment of any loss. Contractor agrees to obtain any endorsement that may be necessary to affect this waiver of subrogation. The Workers’ Compensation policy shall be endorsed with a waiver of subrogation in favor of the Entity for all work performed by the Contractor, its employees, agents and subcontractors.

Verification of Coverage
Contractor shall furnish the Entity with original Certificates of Insurance including all required amendatory endorsements (or copies of the applicable policy language effecting coverage required by this clause) and a copy of the Declarations and Endorsement Page of the CGL policy listing all policy endorsements to Entity before work begins. However, failure to obtain the required documents prior to the work beginning shall not waive the Contractor’s obligation to provide them. The Entity reserves the right to require complete, certified copies of all required insurance policies, including endorsements, required by these specifications, at any time.

Subcontractors
Contractor shall require and verify that all subcontractors maintain insurance meeting all the requirements stated herein, and Contractor shall ensure that Entity is an additional insured on insurance required from subcontractors. For CGL coverage subcontractors shall provide coverage with a form at least as broad as CG 20 38 04 13.

Surety Bonds
Contractor shall provide the following Surety Bonds:

1. Bid bond

2. Performance bond

3. Payment bond

4. Maintenance bond
The Payment Bond and the Performance Bond shall be in a sum equal to the contract price. If the Performance Bond provides for a one-year warranty a separate Maintenance Bond is not necessary. If the warranty period specified in the contract is for longer than one year a Maintenance Bond equal to 10% of the contract price is required. Bonds shall be duly executed by a responsible corporate surety, authorized to issue such bonds in the State of California and secured through an authorized agent with an office in California.

Special Risks or Circumstances
Entity reserves the right to modify these requirements, including limits, based on the nature of the risk, prior experience, insurer, coverage, or other circumstances.

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ITEM EST. UNIT TOTAL UNIT TOTAL
NO. QTY. UNIT PRICE COST PRICE COST
1 Mobilization 1 LS $3,000.00 $3,000.00 $0.00 $0.00
2 Traffic Control 1 LS $2,500.00 $2,500.00 $0.00 $0.00
3 Apply Root Foaming Product to 4" Sewer Line 156 LF $1.93 $301.08 $1.99 $310.44 4 Apply Root Foaming Product to 6" Sewer Line 139,966 LF $1.93 $270,134.38 $1.99 $278,532.34 5 Apply Root Foaming Product to 8" Sewer Line 32,650 LF $1.93 $63,014.50 $1.99 $64,973.50 6 Apply Root Foaming Product to 10" Sewer Line 7,314 LF $2.12 $15,505.68 $2.26 $16,529.64 7 Apply Root Foaming Product to 12" Sewer Line 10,230 LF $2.31 $23,631.30 $2.50 $25,575.00 8 Apply Root Foaming Product to 15" Sewer Line 8,207 LF $3.22 $26,426.54 $3.53 $28,970.71 9 Apply Root Foaming Product to 18"-30" Sewer Line 146 LF $4.62 $674.52 $7.25 $1,058.50 $410,000.00 $415,950.13
NOTE

TOTAL BID

BIDDERS
CITY PROJECT NO. 469933
BID OPENING: 7/7/2026 Council Award: 09/08/2026
BIDDER #1

DESCRIPTION OF WORK
2026 Sanitary Sewer Root Foaming (North Basin)

BID SUMMARY
Duke's Root Control, Inc.

ENGINEER'S ESTIMATE

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San Mateo City CouncilSeptember 8, 2026

San Mateo City Council
September 8, 2026