Agenda packet, regular meeting — San Rafael City Council, May 5, 2025

AGENDA
SAN RAFAEL CITY COUNCIL - MONDAY, MAY 5, 2025
REGULAR MEETING AT 6:00 P.M.

San Rafael City Hall, Council Chambers
1400 Fifth Avenue, San Rafael, CA 94901
Watch Online:

Watch on Zoom Webinar: https://tinyurl.com/city-council-1 Watch on YouTube: www.youtube.com/cityofsanrafael
Listen by phone: (669) 444-9171
ID: 863-4489-1398
One Tap Mobile: +16694449171,,86344891398# US
This meeting will be held in-person. This meeting is being streamed to YouTube at www.youtube.com/cityofsanrafael.

How to participate in the meeting:
• You are welcome to come to the meeting and provide public comment in person. Each speaker will have 2-minutes to provide public comment per agenda item. • Submit your comments by email to [email protected] by 4:00 p.m. the day of the meeting.

If you experience technical difficulties during the meeting, please contact [email protected].

OPEN SESSION – THIRD FLOOR CONFERENCE ROOM – 5:00 PM

1. Mayor Kate to announce Closed Session items.

CLOSED SESSION – THIRD FLOOR CONFERENCE ROOM – 5:00 PM

2. Closed Session:
a. CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Property: 350 Merrydale Road / 3833 Redwood Highway, San Rafael APNs 179-041-27 & 179-041-28
Agency negotiator: Cristine Alilovich, City Manager; John Stefanski, Assistant City Manager; Daniel Cooperman, Community Services Division Director
Negotiating parties: Ridgewood Properties, a California General Partnership, as to an undivided ½ interest; and Francine M. Clayton, Trustee of The Francine M. Clayton 1996 Trust, as to an undivided ½ interest
Under negotiation: Price and Terms of Payment
b. CONFERENCE WITH REAL PROPERTY NEGOTIATORS
Property: 620 Canal Street, San Rafael, CA (APN 014-162-01) Agency negotiator: Cristine Alilovich, City Manager; Micah Hinkle, Director of Community and Economic Department; Greg Minor, Assistant Director of Community and Economic Development
Negotiating parties: The Anthony Cavallo Trust
Under negotiation: Price and Terms of Payment
CITY MANAGER AND COUNCILMEMBER REPORTS:
(including AB 1234 Reports on Meetings and Conferences Attended at City Expense) 2 3. City Manager and Councilmember Reports:

CONSENT CALENDAR:

The opportunity for public comment on consent calendar items will occur prior to the City Council’s vote on the Consent Calendar. The City Council may approve the entire consent calendar with one action. In the alternative, items on the Consent Calendar may be removed by any City Council or staff member, for separate discussion and vote.

4. Consent Calendar Items:
a. Approval of Minutes
Approve Minutes of the Regular and Special City Council Meetings of April 21, 2025 (CC) Recommended Action - Approve minutes as submitted
b. Proclamations
Supporting National Older American’s Month; Asian American and Pacific Islander Heritage Month; National Wildfire Awareness Month; Mental Health Awareness Month; Public Service Recognition Week; and National Police Week
Recommended Action – Receive and file
c. City Quarterly Investment Report
Acceptance of City of San Rafael Quarterly Investment Report for the Quarter Ending March 31, 2025 (Fin)
Recommended Action – Accept report
d. Pavement Management Program – Three- and Five-Year Plan Resolution Authorizing the City Manager to Execute a First Amendment to the Professional Services Agreement with El Reino Lara LLC DBA Cal Pavement Management for Additional Design and Planning Services Associated with the Pavement Management Program – Threeand Five-Year Plan, in the Amount Not to Exceed $70,000, Increasing the Total Not-toExceed Amount Under the Agreement of $144,500 (PW) Recommended Action – Adopt Resolution
e. Metropolitan Transportation Commission (MTC) Regional Active Transportation Program (ATP) Cycle 7 Resolution of Local Support
Resolution of Local Support Authorizing the Filing of an Application for Funding Assigned to MTC and Committing Any Necessary Matching Funds and Stating the Assurance to Complete the Downtown San Rafael North-South Greenway Gap Closure Project (PW) Recommended Action – Adopt Resolution
f. Canal Parking Striping Project Notice of Completion
Accept Completion of the Canal Parking Striping Project, City Project No. 11438, and Authorize the City Clerk to File the Notice of Completion (PW) Recommended Action – Accept completion and authorize the City Clerk to file the Notice of Completion
g. FY 2025-26 Road Maintenance and Rehabilitation Account Projects, Funded by Senate Bill 1 Resolution Adopting a List of Projects for Fiscal Year 2025-26 Funded by Senate Bill 1: The Road Repair and Accountability Act of 2017 (PW)
Recommended Action – Adopt Resolution
3 PUBLIC HEARINGS

5. Public Hearings
a. Local Responsibility Area Fire Hazard Severity Zone Maps Introduction of An Ordinance to Designate Fire Hazard Severity Zones in Local Responsibility Areas (FD)
Recommended Action – Introduce the Ordinance, waive further reading of the Ordinance, and Refer to it by title only
b. Purchasing Policy and Public Works Contracts Policy Updates i. Introduction of an Ordinance Amending Chapter 2.55 of the San Rafael Municipal Code Titled “Purchasing Policy” (Fin)
Recommended Action – Introduce the Ordinance Amending the Purchasing Policy, waive further reading of the ordinance and Refer to it by title only ii. Introduction of an Ordinance Amending Chapter 11.50 of the San Rafael Municipal Code, Titled “Public Works Contract Policy” (Fin)
Recommended Action – Introduce the Ordinance Amending the Public Works Contract Policy, waive further reading of the ordinance and Refer to it by title only c. Reporting on Vacant Positions
Compliance with Assembly Bill 2561 (2023-2024): Reporting on Vacancy Rates and Actions Taken to Address Vacancies in City Departments (HR)
Recommended Action – Accept Report

OPEN TIME FOR PUBLIC EXPRESSION
The public is welcome to address the City Council at this time on matters not on the agenda that are within its jurisdiction. Please be advised that pursuant to Government Code Section 54954.2, the City Council is not permitted to discuss or take action on any matter not on the agenda unless it determines that an emergency exists, or that there is a need to take immediate action which arose following posting of the agenda. Comments may be no longer than two minutes and should be respectful to the community.

ADJOURNMENT:

Any records relating to an agenda item, received by a majority or more of the Council less than 72 hours before the meeting, shall be available for inspection online and at City Hall, 1400 Fifth Avenue, and placed with other agendarelated materials on the table in front of the Council Chamber prior to the meeting. Sign Language interpreters may be requested by calling (415) 485-3066 (voice), emailing [email protected] or using the California Telecommunications Relay Service by dialing “711”, at least 72 hours in advance of the meeting. Copies of documents are available in accessible formats upon request. To request Spanish language interpretation, please submit an online form at https://www.cityofsanrafael.org/request-for-interpretation/.

Subject to Approval at the 5/5/2025 City Council Meeting Minutes
SAN RAFAEL CITY COUNCIL - MONDAY, APRIL 21, 2025
SPECIAL MEETING AT 4:00 P.M.

REGULAR MEETING AT 6:00 P.M.

This meeting will be held in-person. This meeting is being streamed to YouTube at www.youtube.com/cityofsanrafael.

If you experience technical difficulties during the meeting, please contact [email protected].

SPECIAL MEETING AT 4:00 P.M.

San Rafael Third Floor Conference Room
1400 Fifth Avenue, San Rafael, CA 94901
Watch Online:

Watch on Zoom Webinar: https://tinyurl.com/SPCC-04-21-2025 Listen by phone: (669) 900-9128
ID: 815-9664-1794#
One Tap Mobile: +16699009128,,81596641794# US

Present: Councilmember Hill
Councilmember Kertz
Councilmember Llorens Gulati
Mayor Kate

Absent: Vice Mayor Bushey
Also Present: City Clerk Lindsay Lara
Mayor Kate called the meeting to order at 4:00 p.m. All members of the City Council were present, except for Vice Mayor Bushey.

Mayor Kate invited public comment; however, there was none.

1. Pickleweed Advisory Committee Interviews
Interview Applicants and Make Appointments to Fill Three Four-Year Terms Through the End of April 2029 on the Pickleweed Advisory Committee, Due to the Expiration of Terms of Louise Yost, Kate Sprague, and Rosa Vasquez (CC)
The City Council interviewed the following applicants: Ellen Arbit, Rosa Vasquez, and Kate Sprague. Laura Miller and Narciso De Leon withdrew their applications. 2 After discussion, Councilmember Kertz moved and Councilmember Hill seconded to reappoint Rosa Vasquez and Kate Sprague and to appoint Ellen Arbit to the Pickleweed Advisory Committee to the end of April 2029.

AYES: Councilmembers: Hill, Kertz, Llorens Gulati & Mayor Kate NOES: Councilmembers: None
ABSENT: Councilmembers: Bushey
Mayor Kate adjourned to Closed Session at 4:45 p.m.

REGULAR MEETING AT 6:00 P.M.

San Rafael City Hall, Council Chambers
1400 Fifth Avenue, San Rafael, CA 94901
Watch Online:

Watch on Zoom Webinar: https://tinyurl.com/CC-2025-04-21 Watch on YouTube: www.youtube.com/cityofsanrafael
Listen by phone: (669) 444-9171
ID: 860-6190-5675#
One Tap Mobile: +16694449171,,86061905675# US
OPEN SESSION – THIRD FLOOR CONFERENCE ROOM – FOLLOWING SPECIAL MEETING

1. Mayor Kate announced Closed Session items.

CLOSED SESSION – THIRD FLOOR CONFERENCE ROOM – FOLLOWING SPECIAL MEETING

2. Closed Session:
a. CONFERENCE WITH LEGAL COUNSEL - EXISTING LITIGATION pursuant to Government Code Section 54956.9(d)(1)
Matthew Boussina v. City of San Rafael, et al, Marin County Superior Court Case No.

CV0005160
b. CONFERENCE WITH REAL PROPERTY NEGOTIATORS pursuant to Government Code Section 54956.8
Property: 200 Yacht Club Drive, San Rafael CA 94901; APN.: 014-152-27 Agency negotiator: Cristine Alilovich, City Manager; Micah Hinkle, Community & Economic Development Director
Negotiating parties: Scott Murphy & Nate Valentine
Under negotiation: Price and Terms of Payment
c. CONFERENCE WITH REAL PROPERTY NEGOTIATORS pursuant to Government Code Section 54956.8
Property: 350 Merrydale Road / 3833 Redwood Highway, San Rafael APNs 179-041-27 & 179-041-28
Agency negotiator: Cristine Alilovich, City Manager; John Stefanski, Assistant City Manager; Daniel Cooperman, Community Services Division Director
Negotiating parties: Ridgewood Properties, a California General Partnership, as to an undivided ½ interest; and Francine M. Clayton, Trustee of The Francine M. Clayton 1996 Trust, as to an undivided ½ interest
Under negotiation: Price and Terms of Payment
3 Present: Councilmember Hill
Councilmember Kertz
Councilmember Llorens Gulati
Mayor Kate

Absent: Vice Mayor Bushey
Also Present: City Manager Cristine Alilovich
City Attorney Robert Epstein
City Clerk Lindsay Lara
Mayor Kate called the meeting to order at 6:03 p.m. and invited City Clerk Lindsay Lara to call the roll. All members of the City Council were present, except for Vice Mayor Bushey.

City Attorney Robert Epstein announced that no reportable action was taken in Closed Session.

Mayor Kate offered opening remarks acknowledging the tragic incident involving the students who lost their lives in a car accident in San Geronimo and led a moment of silence in their honor.

City Clerk Lindsay Lara informed the community that the in-person meeting would also be recorded and streamed live to YouTube and through Zoom. She noted the two-minute timer for public comment and closed captioning on Zoom.

CITY MANAGER AND COUNCILMEMBER REPORTS:
(including AB 1234 Reports on Meetings and Conferences Attended at City Expense)

3. City Manager and Councilmember Reports:

City Manager Cristine Alilovich reported/announced:
• May as Mental Health Awareness Month
• Empathy to the City’s first responders and the mental health impacts of them being first responders in such incidents
• Community survey for a potential renewal of the City’s Measure D parcel tax • Community survey for the City’s Bicycle and Pedestrian Master Plan • Emergency road repair in front of San Rafael High School • City’s opposition to pending legislation: AB647 and SB634 • Sea Level Rise and Climate Action Forum on April 24th from 5:30-7:30 p.m. virtually • Canal Alliance Community Fair May 3rd from 12-4:00 p.m. • Seeds of Hope Fair and Luncheon May 5
th from 11-2:00 p.m. at the San Rafael
Community Center
City Councilmember Reports:
• Councilmember Kertz reported on a Golden Gate Regional 2025 Legislative Breakfast, a Persian New Year Celebration, and the Joint City-County Homeless Committee meeting.
• Councilmember Hill reported on the Finance Subcommittee meeting and the Spring Fling Egg Hunt.
• Councilmember Llorens Gulati reported on a Cal Cities North Bay City & Congressional meeting, Marin Clean Energy (MCE), and the Earth Day Celebration Cleanup in the Canal neighborhood.
• Mayor Kate reported on Sonoma Marin Area Rail Transit, Marin Museum of Contemporary Arts (MOCA), and San Francisco’s Climate Week activities.

Mayor Kate invited public comment.
4 Speaker: Name withheld
CONSENT CALENDAR:

Items 4.c and 4.f were held from the Consent Calendar for comments.

Mayor Kate invited public comment.

Speaker: Matt Butler
Councilmember Kertz requested 4.c be removed for a separate vote, and Councilmember Hill commented on item 4.f expressing appreciation to the Department of Public Works.

Councilmember Kertz moved and Councilmember Hill seconded to approve the Consent Calendar, with the exception of item 4.c.

AYES: Councilmembers: Hill, Kertz, Llorens Gulati & Mayor Kate NOES: Councilmembers: None
ABSENT: Councilmembers: Bushey
Passed 4-0
Councilmember Hill moved and Councilmember Llorens Gulati seconded to approve agenda item

4.c.

AYES: Councilmembers: Hill, Llorens Gulati & Mayor Kate NOES: Councilmembers: Kertz
ABSENT: Councilmembers: Bushey
Passed 3-1

4. Consent Calendar Items:
a. Approval of Minutes
Approve Minutes of the Regular and Special City Council Meetings of April 7, 2025 (CC) Approved minutes as submitted
b. Statement of Economic Interests Annual Filings
Accept Report on Fair Political Practices Commission Form 700, Statement of Economic Interests, 2024 Annual Filings for Designated Employees and Consultants (CC) Accepted report
c. Camping Ordinance Final Adoption
Final Adoption of Ordinance 2046: An Ordinance of the City Council of the City of San Rafael Amending Chapter 19.50 to the San Rafael Municipal Code, Entitled “Camping On Public Property” to Prohibit Camping in Parks (CC)
Final Adoption of Ordinance 2046
d. Canal Alliance and The Multicultural Center of Marin Agreement Amendments Resolution Authorizing the City Manager to Amend the Contracts for the Canal Community Resilience Planning Project with Canal Alliance to Amend the Scope of Work, Extend the 5 Term and Increase the Not to Exceed Amount by $13,750 for a Total Amount Not to Exceed $231,400 and with The Multicultural Center of Marin to Amend the Scope of Work, Extend the Term and Increase the Not to Exceed Amount by $74,797 for a Total Amount Not to Exceed $236,797 (CM)
Resolution 15399 - Resolution Authorizing the City Manager to Amend the Contracts for the Canal Community Resilience Planning Project with Canal Alliance to Amend the Scope of Work, Extend the Term and Increase the Not to Exceed Amount by $13,750 for a Total Amount Not to Exceed $231,400 and with The Multicultural Center of Marin to Amend the Scope of Work, Extend the Term and Increase the Not to Exceed Amount by $74,797 for a Total Amount Not to Exceed $236,797
e. Metropolitan Transportation Commission (MTC) Regional Measure 3: Safe Routes to Transit and Bay Trail Program Resolution of Local Support Resolution of Local Support Authorizing the Filing of an Application for Funding Assigned to MTC and Committing Any Necessary Matching Funds and Stating the Assurance to Complete the Canal Neighborhood Bellam Gateway Local Access Improvement Project (PW)
Resolution 15400 - Resolution of Local Support Authorizing the Filing of an Application for Funding Assigned to MTC and Committing Any Necessary Matching Funds and Stating the Assurance to Complete the Canal Neighborhood Bellam Gateway Local Access Improvement Project
f. B Street Culvert Replacement Project
Accept Completion of the B Street Culvert Replacement Project, City Project No. 11380, and Authorize the City Clerk to File the Notice of Completion (PW) Accepted completion of the B Street Culvert Replacement Project and authorized the City Clerk to file the Notice of Completion

PUBLIC HEARINGS

5. Public Hearings
a. Appeal to the City Council of the Planning Commission’s Approval of a Reasonable Accommodation Request
Resolution Denying the Appeal of and Upholding the Planning Commission Approval of a Reasonable Accommodation Request at 131 Valley View Avenue; APN 015-073-10 (CED) Community & Economic Development Director Micah Hinkle introduced Senior Planner Renee Nickenig who presented the Staff Report.

Appellant‘s counsel Elizabeth Brekhus gave a presentation.

The Applicant gave a presentation.

Staff responded to questions from the City Council.

Mayor Kate invited public comment.

Speakers: Matt Bennett, Appellant Elizabeth Brekhus
Staff responded to questions.
6 City Council provided comments.

Councilmember Hill moved and Councilmember Kertz seconded to adopt the Resolution Denying the Appeal of and Upholding the Planning Commission Approval of a Reasonable Accommodation Request at 131 Valley View Avenue; APN 015-073-10.

AYES: Councilmembers: Kertz, Hill, Llorens Gulati & Mayor Kate NOES: Councilmembers: None
ABSENT: Councilmembers: Bushey
Resolution 15401 - Resolution Denying the Appeal of and Upholding the Planning Commission Approval of a Reasonable Accommodation Request at 131 Valley View Avenue; APN 015-073- 10 OTHER AGENDA ITEMS

6. Other Agenda Items
a. Community Development Block Grant (CDBG)
Resolution Recommending Community Development Block Grant (CDBG) Project Funding for the Fiscal Year 2025-2026 to the Marin County Board of Supervisors (CED) Housing Manager Alxis Captanian presented the Staff Report, and announced Leelee Thomas and Chris Miranda, County of Marin, would be available to answer questions.

Staff responded to questions from the City Council, along with the County of Marin.

Councilmember Llorens Gulati recused herself from this item as she had a financial interest in MarinCIL and as such, was precluded from participating in this and any other discussion to come before the City Council on this subject. Councilmember Llorens Gulati left the Council Chamber at 7:35 p.m.

Mayor Kate invited public comment; however, there was none.

City Council provided comments.

Councilmember Hill moved and Councilmember Kertz seconded to adopt the Resolution Recommending Community Development Block Grant (CDBG) Project Funding for the Fiscal Year 2025-2026 to the Marin County Board of Supervisors.

AYES: Councilmembers: Kertz, Hill & Mayor Kate
NOES: Councilmembers: None
ABSENT: Councilmembers: Bushey & Llorens Gulati
Resolution 15402 - Resolution Recommending Community Development Block Grant (CDBG) Project Funding for the Fiscal Year 2025-2026 to the Marin County Board of Supervisors Councilmember Llorens Gulati re-entered the room at 7:42 p.m. b. Second Street and Fourth Street Intersection Improvements Project Resolution Authorizing the City Manager to Execute a Second Amendment to the Professional Services Agreement with CSW/Stuber-Stroeh Engineering Group, Inc. for 7 Additional Design Services Associated with the Second Street and Fourth Street Intersection Improvements Project, in the Amount Not to Exceed $66,000, Increasing the Total Not-to-Exceed Amount Under the Agreement of $294,482 (PW) Councilmember Hill recused himself from this item as he resides within 500 feet of the project, and as such, was precluded from participating in this and any other discussion to come before the City Council on this subject. Councilmember Hill left the Council Chamber at 7:42 p.m.

Public Works Director presented the Staff Report along with Assistant Director of Public Works Joanna Kwok.

Staff responded to questions from the City Council.

Mayor Kate invited public comment.

Speakers: Teal Collins, Maren Degraff, Marley Brezzo, Victoria DeWitt, Dave Rhoads, Name withheld, Joe Mulligan
Staff responded to questions.

City Council provided comments.

Councilmember Kertz moved and Councilmember Llorens Gulati seconded to adopt the Resolution Authorizing the City Manager to Execute a Second Amendment to the Professional Services Agreement with CSW/Stuber-Stroeh Engineering Group, Inc. for Additional Design Services Associated with the Second Street and Fourth Street Intersection Improvements Project, in the Amount Not to Exceed $66,000, Increasing the Total Not-to-Exceed Amount Under the Agreement of $294,482.

AYES: Councilmembers: Kertz, Llorens Gulati & Mayor Kate NOES: Councilmembers: None
ABSENT: Councilmembers: Bushey & Hill
Resolution 15403 - Resolution Authorizing the City Manager to Execute a Second Amendment to the Professional Services Agreement with CSW/Stuber-Stroeh Engineering Group, Inc. for Additional Design Services Associated with the Second Street and Fourth Street Intersection Improvements Project, in the Amount Not to Exceed $66,000, Increasing the Total Not-to-Exceed Amount Under the Agreement of $294,482
Councilmember Hill re-entered the room at 8:21 p.m.

OPEN TIME FOR PUBLIC EXPRESSION
• Name withheld addressed the City Council regarding the tree ordinance ADJOURNMENT:

Mayor Kate adjourned the meeting at 8:23 pm.
__________________________
LINDSAY LARA, City Clerk
8 APPROVED THIS _____DAY OF____________, 2025
_____________________________________
KATE COLIN, Mayor
City of San Rafael
Proclamation In Recognition of
WILDFIRE PREPAREDNESS WEEK 2025
WHEREAS, the risk of wildfire in the City of San Rafael, Marin County, the State of California, and many areas of North America is a significant concern to community members, elected leadership, and Fire Department personnel; and WHEREAS, following the devastation of the Los Angeles firestorms, and with wildfire risk increasing statewide, Governor Newsom proclaimed a state of emergency on March 1st to fast-track critical projects protecting communities from wildfire; and
WHEREAS, Marin County voters agreed to take action to address the growing threat of wildfire with the passage of Measure C in 2020, which supports the San Rafael Wildfire Prevention and Protection Action Plan so staff and residents can continue to make significant strides to reduce community risk; and WHEREAS, the City remains committed to implementing a whole community approach to address the risks associated with wildfires, including strategic vegetation management, ignition reduction, evacuation improvements, reliable emergency alerting, public education, and providing resources to residents; and
WHEREAS, addressing wildfire risk requires year-round resident action to create effective defensible space focusing on zone zero, or the immediate first five feet that surround structures, to best protect lives, prevent ignitions of structures, and maintain critical housing for community members; and
WHEREAS, this year’s preparedness week theme “Building a Fire-Ready Future:

Strengthening Our Defenses, Together”, underscores the collective responsibility of individuals, communities, and agencies to prepare for and defend against wildfire threats.

THEREFORE, BE IT RESOLVED that the Mayor and City Council of the City of San Rafael hereby proclaim May 4-10, 2025, as Wildfire Preparedness week and in doing so, urge all residents and community members to take adaptive wildfire preparation steps to reduce our community’s risk profile and achieve safety related to wildfire.

Kate Colin
Mayor
City of San Rafael
Proclamation in Recognition of

PUBLIC SERVICE RECOGNITION WEEK
May 4 - 10, 2025
WHEREAS, since 1985, Public Service Recognition Week has been celebrated annually during the first week of May to honor individuals who serve as federal, state, county, local, and tribal government employees; and
WHEREAS, this week serves as an opportunity to educate community members about the vital work public servants perform and the numerous ways government services enhance the lives of Americans at all levels, from local communities to the federal government, improve public perception and morale among government workers, and inspire a new generation to consider careers in public service; and
WHEREAS, the City honors our public employees for their dedication and service to ensure the safety of our residents, improve and preserve public assets, preserve and strengthen our neighborhoods, economic vitality, and quality of life for our residents by the:
 Police Department responding to 44,473 total incidents in 2024, of which 35,942 were calls for service (initiated by residents); and maintaining an average police response time of 5 minutes and 39 seconds for serious crimes (priority 1 offenses);
 Fire Department responding to 7,315 emergency medical service calls and 3,280 fire incident calls in 2024;
 Public Works Department maintaining 331 lane miles of pavement, 33 City buildings, and 9 parks restrooms;
 Library Division maintaining a collection of 90,289 items; with a total circulation of approximately 295,986;
 Recreation and Childcare Division hosting programs, classes and enrichment opportunities attended by 39,572 participants in 2024;  City Clerk's Office processing over 1,200 official records, supporting 14 legislative bodies, responding to 289 public records requests, and managing election filings — all in the spirit of transparency, service, and public trust;  Community & Economic Development department’s Planning and Permitting Division processing over 2,000 building permits, reviewing more than 2,600 plans, and conducting more than 8,000 building and code enforcement inspections annually;
 Community & Economic Development department’s Housing Division supporting housing development and provides information to landlords and renters;
 Parking Division supporting economic development and providing efficient parking solutions;
 Sustainability Division developing plans to address sea level rise and climate change;
 Digital Services, Human Resources & Risk Management, and City Attorney’s Office providing technology, human resources, and legal support for over 400 employees; and
 Finance Department ensuring the ongoing the financial health and resources of the City, in order to provide services and deliver capital projects to the San Rafael community.

THEREFORE, BE IT RESOLVED that the Mayor and City Council of the City of San Rafael hereby proclaim May 4 - 10, 2025, as Public Service Recognition Week, and encourages all citizens to recognize the accomplishments and contributions of government employees at all levels — federal, state, county, tribal, and here in the City of San Rafael.

Kate Colin
Mayor
City of San Rafael
Proclamation in Recognition of
NATIONAL POLICE WEEK 2025
WHEREAS, the Congress and the President of the United States have designated May 15, 2025, as Peace Officers' Memorial Day, and May 11 to 17, 2025, as National Police Week; and
WHEREAS, the members of the San Rafael Police Department play an essential role in safeguarding the rights and freedoms of all those residing in or visiting San Rafael; and
WHEREAS, it is important that all residents know and understand the duties, responsibilities, hazards, and sacrifices of their law enforcement agency, and that members of the Police Department recognize their duty to serve the people by safeguarding life and property by protecting them against violence and disorder, and by protecting the innocent from harm; and WHEREAS, the men and women of the San Rafael Police Department unceasingly provide a vital public service.

NOW THEREFORE, BE IT RESOLVED, that the Mayor and City Council of the City of San Rafael call upon all residents to observe the week of May 11 to May 17, 2025, as National Police Week with appropriate ceremonies and observances in which everyone may join in commemorating law enforcement officers, past and present, who, by their faithful and loyal devotion to their responsibilities, have rendered a dedicated service to their communities and, in so doing, have established for themselves an enviable and enduring reputation for preserving the rights and security of all residents; and
BE IT FURTHER RESOLVED, we call upon all residents of San Rafael to recognize Thursday, May 15, as Peace Officers' Memorial Day in honor of those law enforcement officers who, through their courageous deeds, have made the ultimate sacrifice in service to their community or have become disabled in the performance of duty and let us recognize and pay respect to the survivors of our fallen heroes.

Kate Colin
Mayor
City of San Rafael
Proclamation in Recognition of
CELEBRATE OLDER AMERICANS MONTH 2025
WHEREAS, May is Older Americans Month, a time for us to recognize and honor San Rafael older adults and their immense influence on every facet of American society; and WHEREAS, the City of San Rafael is home to more than 15,000 residents aged 60 or older, and more than 1,000 residents aged 90 or older all of whom contribute their strength, wisdom, and experience to our community; and
WHEREAS, older San Rafael residents enrich our families, communities, and economy through diverse life experiences, cultures, and contributions. We all benefit when people of all ages, abilities, and backgrounds are welcomed, included, and supported; and WHEREAS, The City of San Rafael recognizes the importance of creating a community that supports and provides the services that older residents need to thrive and live independently for as long as possible; and
WHEREAS, an objective of the City of San Rafael is to continue to implement the Age-Friendly Strategic Plan, including working with groups like the Age-Friendly Community Partnership to support ageism trainings and activities, and the San Rafael Goldenaires, to enhance recreation, social inclusion, and community connections; and
WHEREAS, The work of the Age Friendly San Rafael Community Partnership and the San Rafeal Goldenaires helps the City to stay in front of these demographic shifts and continue to ensure older adults in our community are included, supported, and celebrated; and
WHEREAS, the theme of Older Americans Month 2025 is Flip the Script on Aging, focusing on transforming how society perceives, talks about, and approaches aging. It encourages individuals and communities to challenge stereotypes and dispel misconceptions. This year, join us in honoring older adults’ contributions, exploring the many opportunities for staying active and engaged as we age, and highlighting the opportunities for purpose, exploration, and connection that come with aging.

THEREFORE, BE IT RESOLVED that the Mayor and City Council of the City of San Rafael hereby proclaim the month of May as Older Americans Month in San Rafael and urge every resident to recognize the contributions of our older community members, help to create an inclusive and connected society, and join efforts to support older Americans’ choices about how they age in their communities.

Kate Colin
Mayor
City of San Rafael
Proclamation in Recognition of

JEWISH AMERICAN HERITAGE MONTH
May 1 - 31, 2025
WHEREAS, May is recognized as Jewish American Heritage Month to honor the Jewish American experience -- a story of faith, fortitude, and progress connected to key tenets of American identity, including the right of freedom of religion for all; and
WHEREAS, throughout American history, generations of Jewish immigrants fleeing persecution have sought the promise of freedom and opportunity to start life anew in America; and
WHEREAS, the Jewish American community is diverse, with individuals connecting to their Jewish identity through various means, including culture, ethnicity, religion, and shared values, each bringing unique perspectives shaped by their histories and backgrounds; and
WHEREAS, there are an estimated 7.5 million Jewish Americans, with California being home to the second largest Jewish American population in the United States, with thriving communities throughout the state; and
WHEREAS, Jewish Americans have made enduring contributions across various fields, including science, arts, law, business, and public service, enriching the nation's development and diversity; and
WHEREAS, as we celebrate these accomplishments, we also recognize that members of the Jewish American communities continue to face antisemitism and discrimination; the City of San Rafael unequivocally condemns such acts and urges all community members to embrace, learn from, and collaborate with Jewish residents, celebrating both our differences and shared values, and supports the need for education and culturally competent policies that acknowledge and address the experiences and challenges faced by Jewish Americans in all facets of society; and
THEREFORE, BE IT RESOLVED that the Mayor and City Council of the City of San Rafael hereby proclaim May 1-31, 2025, as Jewish American Heritage Month, in recognition and appreciation of the achievements and contributions made by members of the Jewish community and calls upon all residents to confront antisemitism and all forms of hate, support local education about the diversity within the Jewish community, and celebrate Jewish Americans who have woven the fabric of our country and community.

Kate Colin
Mayor
City of San Rafael
Proclamation in Recognition of
ASIAN AMERICAN, NATIVE HAWAI’IAN, AND PACIFIC ISLANDER

HERITAGE MONTH
May 1 - 31, 2025
WHEREAS, First commemorated in 1987 as a week and expanded in 1990 to a full month, Asian American, Native Hawai’ian and Pacific Islander (AANHPI) Heritage Month recognizes, celebrates, and increases awareness of the rich history, contributions, and accomplishments of Asian Americans, Native Hawai’ians, and Pacific Island Americans; and
WHEREAS, the month of May was chosen to coincide with two milestones in Asian/Pacific American history: the arrival of the first Japanese immigrants in America on May 7, 1843, and Chinese workers’ role in building the transcontinental railroad, completed May 10, 1869; and
WHEREAS, during AANHPI Heritage Month we recognize trailblazers such Representative Dalip Singh Saund, who in 1957 became the first Asian American to serve in Congress and Representative Patsy Mink, the first Asian American woman elected to Congress; and
WHEREAS, these communities encompass a vast array of cultures, languages, and traditions, contributing richly to the nation's diversity; and WHEREAS, the national theme for 2025, as announced by the Federal Asian Pacific American Council (FAPAC), is “A Legacy of Leadership and Resilience” which honors the enduring contributions of AANHPI leaders, individuals, and groups who have laid a foundation for future generations to thrive, highlighting their strength, endurance, and ability to overcome adversity; and WHEREAS, the City of San Rafael encourages all residents to learn more about the rich heritage of Asian American, Native Hawaiian, and Pacific Islander communities, to stand against racism and xenophobia, and to support the next generations of AANHPI individuals both locally and nationally.

THEREFORE, BE IT RESOLVED that the Mayor and City Council of the City of San Rafael proclaim May 1-May 31, 2025, as Asian American, Native Hawai’ian, and Pacific Islander Heritage (AANHPI) Month, and do hereby reaffirm our shared values of compassion, equity, inclusion, and celebrating diversity and the impacts that AANHPI have had locally and nationally.

Kate Colin
Mayor
____________________________________________________________________________________

FOR CITY CLERK ONLY
Council Meeting:

Disposition:

Agenda Item No: 4.c
Meeting Date: May 5, 2025

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Finance
Prepared by: Paul Navazio, Finance Director City Manager Approval: _________ TOPIC: CITY QUARTERLY INVESTMENT REPORT
SUBJECT: ACCEPTANCE OF CITY OF SAN RAFAEL QUARTERLY INVESTMENT REPORT FOR THE QUARTER ENDING MARCH 31, 2025
RECOMMENDATION:

Staff recommends that the City Council accept the investment report for the quarter ending March 31, 2025, as presented.

BACKGROUND:

Under the State of California Government Code Section 53601 and the City’s investment policy, last approved by the City Council on June 17, 2024, staff provides the City Council with a quarterly report on the City's investment activities and liquidity. The report includes the cost of each investment, the interest rates (yield), maturity dates, and market value.

The City invests some of its pooled funds in the Local Agency Investment Fund (LAIF), a State-run investment pool. Beginning in March 2014, the City incorporated an investment strategy that added purchases of securities outside of LAIF with the assistance of an investment advisor. The City’s current investment advisor is Chandler Asset Management.

ANALYSIS:

As of March 31, 2025, the City’s Treasury consisted of investments with a total market value of $111,004,737 consisting of $61,572,456 in the City’s primary Local Agency Investment Fund (LAIF) account and $49,432,281 in externally managed investments (which includes $893,500 of Pt. San Pedro Assessment District bonds). An additional $8,152,425 represents cash balances in the City’s various operating bank accounts, including Westamerica Bank ($7,498,772), Bank of the Marin ($401,083), and Bank of Montreal ($252,571).

As of March 31, 2025, the weighted average yield on the portfolio was 4.37%, which results from an effective yield of 4.26% for the City’s investments in the Local Agency Investment Fund and a yield of . .
, SAN RAFAEL
5'(#\ THE CITY WITH A MISSION
V established 1874
SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2

4.51% for the externally managed investments. The overall return on the total portfolio for the quarter ending March 31, 2025, was 4.20%, with a weighted average maturity of 0.96 years, and compares favorably to the benchmark (1-3 Year Treasury Index) of 3.94%. This favorable variance is due to the improved interest rate environment over the past year, as new higher-yield investments are being made, replacing lower-yield investments, primarily upon maturity.

The City’s investment portfolio maintains strong diversification and is experiencing growth in interest income due to higher market rates. All investments comply with the City’s investment policy and California Government Code.

Economic Outlook:

As broadly anticipated, the Federal Open Market Committee (FOMC) left the Federal Funds Rate unchanged at the range of 4.25 - 4.50% at the March meeting. Fed Chair Powell emphasized increased uncertainty around the economic outlook and the need for “greater clarity” before making changes to interest rate policy. He also acknowledged possible transitory inflationary impacts from tariffs. The summary of economic projections (SEP) indicated lower GDP growth, higher inflation, and higher unemployment estimates than December projections, along with roughly two 25-basis point rate cuts this year. The FOMC also announced a slowdown in the pace of balance sheet reduction.

The City will continue to watch market trends and refine its investment strategy, as appropriate, to improve the investment portfolio’s performance while ensuring its primary goals of preservation of principal, liquidity, and yield.

The attachments include:

1. Quarterly Investment Portfolio Report

2. Historical Activity by Quarter summarizing the City’s investments

3. The City’s Investment Report from Chandler Asset Management for the period ending March 31, 2025, which includes a listing of all holdings and transaction activity details for the reporting period FISCAL IMPACT:

No financial impact occurs by adopting the report. The City continues to meet the priority investment principles - safety, liquidity, yield, and diversification. The portfolio is still conservatively invested, and sufficient liquidity exists to meet daily operating and capital project requirements for the next six months.

As defined for this report, operating funds exclude cash held with fiscal agents to pay bond principal and interest.

RECOMMENDED ACTION:

Staff recommends that the City Council accept the investment report for the quarter ending March 31, 2025, as presented. Microsoft Teams
ATTACHMENTS:

1. Quarterly Investment Portfolio Report

2. Historical Activity by Quarter Report

3. Chandler Asset Management – Investment Report: Period Ending March 31, 2025 SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3
I CERTIFY THAT ALL INVESTMENTS MADE ARE IN CONFORMANCE WITH THE CITY’S APPROVED INVESTMENT POLICY AND STATE INVESTMENT REGULATIONS. THE CITY HAS

SUFFICIENT LIQUIDITY TO MEET ALL OF THE OBLIGATIONS REQUIRED DURING THE NEXT SIX-MONTH PERIOD.

Paul Navazio
Finance Director
% Yield
LAIF $ 60,863,383 98.8% 4.31%
Cash (Receivable) $ 709,072 1.2% 0.00%
Total Internally Managed $ 61,572,456 55.5%
Weighted Average Yield 4.26%
Days
Effective Average Duration - Internal 1
Weighted Average Maturity - Internal 1
% Yield
Money Market Fund $ 832,503 1.7% 3.95%
Treasury Securities $ 16,320,849 33.0% 4.24%
Instrumentality Securities $ 7,943,011 16.1% 4.34%
Corporate Notes $ 12,550,651 25.4% 4.87%
Asset-Backed $ 4,833,808 9.8% 4.83%
Cash (Receivable) $ 4,688 0.0% 0.00%
CMO $ 4,802,670 9.7% 4.44%
Supranational $ 1,250,601 2.5% 4.31%
Pt. San Pedro Assessment District $ 893,500 1.8% 5.25%
Total Externally Managed $ 49,432,281 44.5%
Weighted Average Yield 4.51%
Years
Effective Average Duration - External 1.84
Weighted Average Maturity - External 2.22
Total Portfolio Assets % Yield
LAIF $ 60,863,383 54.8% 4.31%
Money Market Fund $ 832,503 0.7% 3.95%
Treasury Securities $ 16,320,849 14.7% 4.24%
Instrumentality Securities $ 7,943,011 7.2% 4.34%
Corporate Notes $ 12,550,651 11.3% 4.87%
Asset-Backed $ 4,833,808 4.4% 4.83%
Cash (Receivable) $ 713,760 0.6% 0.00%
CMO $ 4,802,670 4.3% 4.44%
Supranational $ 1,250,601 1.1% 4.31%
Pt. San Pedro Assessment District $ 893,500 0.8% 5.25%
Total Portfolio Assets $ 111,004,737 100.0%
Weighted Average Yield 4.37%
Years
Effective Average Duration - Total 0.80
Weighted Average Maturity - Total 0.96
Based on Market Values
March 31, 2025
City of San Rafael
Quarterly Investment Portfolio Report
Externally Managed Assets
Internally Managed Assets
LAIF

98.8%
Cash
(Receivable)

1.2%
Money Market
Fund

1.7%
Treasury
Securities

33.0%
Instrumentality
Securities

16.1%
Corporate Notes

25.4%
Asset-Backed

9.8%
Cash
(Receivable)

0.0%
CMO

9.7%Supranational

2.5%
Pt. San Pedro
Assessment
District

1.8%
LAIF

54.8%
Money Market
Fund

0.7%
Treasury
Securities

14.7%
Instrumentality
Securities

7.2%
Corporate Notes

11.3%
Asset-Backed

4.4%
Cash
(Receivable)

0.6%
CMO

4.3%
Supranational

1.1%
Pt. San Pedro
Assessment
District

0.8%
Attachment 1
Internally Managed Assets % Return % Return % Return % Return LAIF $ 60,863,383 98.8% 4.31% $ 67,213,508 99.1% 4.57% $ 60,496,038 98.9% 4.57% $ 59,849,234 100.0% 4.52% Cash (Receivable) $ 709,073 1.2% 0.00% $ 609,268 0.9% 0.00% $ 692,545 1.1% 0.00% Total Internally Managed $ 61,572,456 55.5% $ 67,822,776 58.3% $ 61,188,583 55.7% $ 59,849,234 55.8% Weighted Average Yield 4.26% 4.53% 4.52% 4.52%
Externally Managed Assets % Return % Return % Return % Return Cash $ 4,688 $ 2,131 0.0% 0.00% $ 1,427 0.0% 0.00% $ 38,820 0.1% 0.00% Commercial Paper $ 748,555 1.5% 5.43% $ 739,604 1.5% 0.00% $ 727,857 1.5% 5.43% Money Market Fund $ 832,503 1.7% $ 219,455 0.5% 4.49% $ 1,110,193 2.3% 4.49% $ 59,761 0.1% 4.89% Treasury Securities $ 16,320,849 33.0% $ 15,615,384 32.1% 3.80% $ 15,268,781 31.3% 3.80% $ 16,576,763 34.5% 3.40% Instrumentality Securities $ 7,943,011 16.1% $ 9,016,594 18.6% 4.42% $ 9,099,833 18.7% 4.42% $ 7,976,068 16.6% 4.22% Corporate Notes $ 12,550,651 25.4% $ 11,848,951 24.4% 4.82% $ 11,999,405 24.6% 4.82% $ 11,494,546 23.9% 4.77% Asset Backed $ 4,833,808 9.8% $ 5,194,081 10.7% 4.84% $ 5,432,707 11.2% 4.84% $ 5,524,308 11.5% 4.85% Negotiable CD 0.0% 0.0% $ - 0.0% 0.00% $ - 0.0% 0.00%
Collateralized Mortgage Obligations (CMO) $ 4,802,670 9.7% $ 4,125,160 8.5% 4.44% $ 3,849,645 7.9% 4.44% $ 3,737,626 7.8% 4.44% Supranational $ 1,250,601 2.5% $ 939,586 1.9% 4.53% $ 315,102 0.6% 4.53% $ 305,116 0.6% 4.53% Municipal/Assessment District $ 893,500 1.8% $ 893,500 1.8% 5.25% $ 893,500 1.8% 5.25% $ 986,700 2.1% 5.25% Total Externally Managed $ 49,432,281 44.5% $ 48,603,397 41.7% $ 48,710,196 44.3% $ 47,427,565 44.2% Weighted Average Yield 4.51% 4.31% 4.32% 4.20%
Years Years Years Years
Effective Average Duration - External 1.84 1.84 1.84 1.83 Weighted Average Maturity - External 2.22 2.22 2.22 2.20 Total Portfolio Assets % Return % Return % Return % Return LAIF $ 60,863,383 54.8% 4.31% $ 67,213,508 57.73% 4.57% $ 60,496,038 55.0% 4.57% $ 59,849,234 55.8% 4.52% Cash $ 713,761 0.6% $ 611,399 0.53% 0.00% $ 693,972 0.6% 0.00% $ 38,820 0.0% 0.00% Commercial Paper $ 748,555 0.64% 5.43% $ 739,604 0.7% 5.43% $ 727,857 0.7% 5.43% Money Market Fund $ 832,503 0.7% 3.95% $ 219,455 0.19% 4.49% $ 1,110,193 1.0% 4.49% $ 59,761 0.1% 4.89% Treasury Securities $ 16,320,849 14.7% 4.24% $ 15,615,384 13.41% 3.80% $ 15,268,781 13.9% 3.80% $ 16,576,763 15.5% 3.40% Instrumentality Securities $ 7,943,011 7.2% 4.34% $ 9,016,594 7.74% 4.42% $ 9,099,833 8.3% 4.42% $ 7,976,068 7.4% 4.22% Corporate Notes $ 12,550,651 11.3% 4.87% $ 11,848,951 10.18% 4.82% $ 11,999,405 10.9% 4.82% $ 11,494,546 10.7% 4.77% Asset Backed $ 4,833,808 4.4% 4.83% $ 5,194,081 4.46% 4.84% $ 5,432,707 4.9% 4.84% $ 5,524,308 5.1% 4.85% Collateralized Mortgage Obligations (CMO) $ 4,802,670 4.3% 4.44% $ 4,125,160 3.54% 4.44% $ 3,849,645 3.5% 4.44% $ 3,737,626 3.5% 4.44% Supranational $ 1,250,601 1.1% 4.31% $ 939,586 0.81% 4.53% $ 315,102 0.3% 4.53% $ 305,116 0.3% 4.53% Municipal/Assessment District $ 893,500 0.8% 5.25% $ 893,500 0.77% 5.25% $ 893,500 0.8% 5.25% $ 986,700 0.9% 5.25% Total Portfolio Assets $ 111,004,737 100% $ 116,426,173 100.00% $ 109,898,779 100.0% $ 107,276,798 100.0% Weighted Average Yield 4.37% 4.44% 4.43% 4.38%
Years Years Years Years
Effective Average Duration - Total 0.80 0.81 0.81 0.79
Weighted Average Maturity - Total 0.96 0.97 0.97 0.96
March 31, 2025
City of San Rafael
Historical Activity-By Quarter
December 31, 2024 September 30, 2024 June 30, 2024
Attachment 2

INVESTMENT REPORT
City of San Rafael | As of March 31, 2025
CHANDLER ASSET MANAGEMENT | chandlerasset.com
Chandler Team:

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

Attachment 3
, ,,a. CHANDLER " '-- ASSET MANAGEMENT

TABLE OF CONTENTS
City of San Rafael | As of March 31, 2025

ECONOMIC UPDATE

ACCOUNT PROFILE

CONSOLIDATED INFORMATION

PORTFOLIO HOLDINGS

TRANSACTIONS
1 , ,,a CHANDLER " '·· ASSET MANAGEMENT

ECONOMIC UPDATE
2 , ,,a. CHANDLER " '-- ASSET MANAGEMENT



Recent economic data suggest slower growth in 2025 and greater market uncertainty as the effects of fiscal policy unfold. Inflationary trends have subsided, but some components remain sticky, and core levels remain above the Fed’s target. The labor market reflects improved balance between supply and demand for workers. While job creation has been robust, continuing jobless claims remain elevated.

Given the economic outlook, we expect gradual normalization of monetary policy and a steepening yield curve.

US Treasury yields declined, and the curve steepened in March. The 2-year Treasury yield declined 10 basis points to 3.89%, the 5-year Treasury fell 7 basis points to 3.95%, and the 10-year Treasury yield was unchanged 4.21%. The spread between the 2-year and 10-year Treasury yield points on the curve widened to +32 basis points at March month-end versus +22 basis points at February month-end. The spread between the 2-year Treasury and 10-year Treasury yield one year ago was -42 basis points. The spread between the 3-month and 10- year Treasury yield points on the curve was -9 basis points in March, unchanged from February.

ECONOMIC UPDATE
3 , ,,a CHANDLER " '·· ASSET MANAGEMENT
-400
-200
0 200
400
600
800
1,000 MOM Change In Thousands (000's)
Nonfarm Payroll (000's)
Non-farm Payroll (000's)
3-month average (000's)

0.0%

5.0%

10.0%

15.0%

20.0%

25.0%
Unemployment Rate
Underemployment Rate (U6)
Unemployment Rate (U3)
Rate (%)
Source: US Department of Labor Source: US Department of Labor

EMPLOYMENT
4 I
,,
' \
\
, ...

I=
, ,,a CHANDLER " '·· ASSET MANAGEMENT
' --~---- ____ 4"- ___________ _
T , e U.S. eoo111 omy added 228,000 j obs in M arch, exceeding oonsensus expectat ions, and t he last two months w ere revised dow n by 48,000. Gains w ere led by healt hcare, ret ail, social assist ance, and transportat ion. The t hree-mont h moving average and six-m ont h moving average payrolls t ot aled 152,000 and 181,000 respectively. The unem ployment rat e rose• to 4.2% in M arch, and t he labor participat ion rat e edged up t o 62 . .5%, rem aining below t he pre-pandemic level of 63.3%. The U-fi underemployment rat e, which includes t hose who are marginally attached to the labor force and employed part t ime for eoorw mic reasons edged down t o 7.9% in M arch from

8.0% in February. Average hourly earnings ticked dow111 t o an increase of 3.8% year-over-ye,ar in M arch. 0 2,000
4,000
6,000
8,000
10,000
12,000
14,000
Job Openings
Recession
Historical Average
In Thousands (000's)
The Labor Department’s Job Openings and Labor Turnover Survey (JOLTS) fell to 7.57 million new job openings in February from 7.76 million new job openings in January. Job openings indicate a ratio of 1.1 jobs for each unemployed individual, representing a relatively balanced labor market.

Source: US Department of Labor

JOB OPENINGS & LABOR TURNOVER SURVEY
5 -
, ,,a CHANDLER " '·· ASSET MANAGEMENT

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%

7.0%

8.0%

9.0%

10.0%
Consumer Price Index (CPI)
CPI YOY % Change
Core CPI YOY % Change
YOY (%) Change

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%

7.0%

8.0%

9.0%

10.0%
Personal Consumption Expenditures (PCE)
PCE Price Deflator YOY % Change
PCE Core Deflator YOY % Change
Fed Target
YOY (%) Change
In February, both the Consumer Price Index (CPI) and Core CPI, which excludes volatile food and energy components, posted more moderate increases than last month and came in lower than consensus expectations. The headline CPI rose 0.2% month-over-month and

2.8% year-over-year, while the Core CPI rose 0.2% month-over-month and 3.1% year-over-year. The Personal Consumption Expenditures (PCE) price index increased by 0.3% from the previous month and 2.5% year-over-year in February. The Core PCE deflator, which excludes food and energy and is the Fed’s preferred gauge, accelerated its increase to 0.4% month-over-month and 2.8% from 2.6% year-overyear.Inflation remains above the Fed’s 2% target.

Source: US Department of Labor Source: US Department of Commerce

INFLATION
6 , ,,a CHANDLER " '·· ASSET MANAGEMENT
-30.0%
-20.0%
-10.0%

0.0%

10.0%

20.0%

30.0%

40.0%

50.0%

60.0%
Retail Sales YOY % Change
YOY (%) Change
The Advance Retail Sales report for February fell short of expectations, increasing 0.2% month-over-month following a 1.2% decline in January. Declines were broad-based across categories. However, control group sales, which feeds into gross domestic product and excludes food services, auto dealers, building materials stores, and gasoline stations, increased 1% in February. On a year-over-year basis, Retail Sales grew 3.1% in February versus 3.9% in January. The Conference Board’s Consumer Confidence Index tumbled 7.2 points in March to 92.9, a notable decrease from February. Consumers' assessment of the present situation fell, with business conditions viewed as "good" by only 17.7% and jobs considered "plentiful" by 33.6%. Their expectations for income, business, and labor market conditions dropped, with pessimism about future employment prospects falling to a 12-year low. While the consumer has been resilient, rising inflation expectations, concerns about trade policies and tariffs, and general economic and policy uncertainty could pose potential risks to future spending.
0 20
40 60
80 100
120
140
160
Index Level
Consumer Confidence
Recession
Source: US Department of Commerce Source: The Conference Board All time high is 144.70 (1/31/00); All time low is 25.30 (2/28/09)

CONSUMER
7 , ,,a CHANDLER " '·· ASSET MANAGEMENT
-25.0%
-20.0%
-15.0%
-10.0%
-5.0%

0.0%

5.0%

10.0%

15.0%
Leading Economic Indicators (LEI)
Recession
YOY (%) Change
-1.00
-0.75
-0.50
-0.25

0.00 0.25

0.50 0.75

1.00 Chicago Fed National Activity Index (CFNAI)
Recession
3 Month Average
The Conference Board’s Leading Economic Index (LEI) fell by 0.3% in February, following a 0.2% decline in January. The LEI decreased yearover-year by 3.1%. The monthly decline was primarily driven by consumer assessments of future business conditions becoming more pessimistic. The Chicago Fed National Activity Index (CFNAI) increased to +0.18 in February from a revised -0.08 in January, reflecting stronger readings across production-related indicators and sales, orders, and inventories. The three-month moving average rose to +0.15 in February from +0.07 in January, indicating expectations of continued above-trend economic growth.

Source: The Conference Board Source: Federal Reserve Bank of Chicago

LEADING INDICATORS OF ECONOMIC ACTIVITY
8 ■
, ,,a CHANDLER " '·· ASSET MANAGEMENT
0 200
400
600
800
1,000
1,200
1,400
1,600
1,800
2,000
2,200
2,400
In Thousands of Units
Annualized Housing Starts
Multi Family Housing Starts
Single Family Housing Starts
Housing starts soared 11.2% to 1.5 million units in February as builders rebounded from adverse weather conditions in January. Total starts are down 2.9% compared to February 2024. Single family homes starts rose 11.4%, and multi-family starts increased 10.7%. The Freddie Mac 30-year fixed rate mortgage averaged approximately 6.8% in February. According to the Case-Shiller 20-City Home Price Index, housing prices rose 4.7% year-over-year in January, compared to 4.5% in December. While inventory constraints remain a challenge, the slight improvement in annual gains suggests gradual stabilization in the market. However, higher mortgage rates continue to weigh on affordability, limiting buyer demand and market activity.

Source: US Department of Commerce Source: S&P
-20.0%
-16.0%
-12.0%
-8.0%
-4.0%

0.0%

4.0%

8.0%

12.0%

16.0%

20.0%

24.0%
S&P/Case-Shiller 20 City Composite Home Price Index
Recession
YOY (%) Change

HOUSING
9 Ill I 1111
, ,,a CHANDLER " '·· ASSET MANAGEMENT
40 45
50 55
60 65
70 Institute of Supply Management (ISM) Surveys
ISM Manufacturing ISM Services

EXPANDING

CONTRACTING
The Institute for Supply Management (ISM) Manufacturing index dipped back into contraction at 49.0 in March from 50.3 in February. The survey reflected a decline in business activity, upward price pressures, and notably weaker employment. The ISM Services index declined to 50.8 in March from 53.5 in February as new orders, employment, and supplier deliveries all weakened. A reading over 50 indicates expansion, while a reading under 50 indicates contraction.

Source: Institute for Supply Management

SURVEY BASED MEASURES
10 , ,,a CHANDLER " '·· ASSET MANAGEMENT
Components of GDP 3/24 6/24 9/24 12/24

1.3% 1.9% 2.5% 2.7%

0.6% 1.5% 0.2% -1.0%
-0.6% -0.9% -0.4% 0.3%

0.0% 0.3% 0.6% 0.3%

0.3% 0.3% 0.3% 0.3%

1.6% 3.0% 3.1% 2.4%
Personal Consumption Expenditures
Gross Private Domestic Investment
Net Exports and Imports
Federal Government Expenditures
Total
State and Local (Consumption and Gross
Investment)
-40.0%
-30.0%
-20.0%
-10.0%

0.0%

10.0%

20.0%

30.0%

40.0%
Gross Domestic Product (GDP)
GDP QOQ % Change
GDP YOY % Change
Source: US Department of Commerce Source: US Department of Commerce According to the third estimate, fourth quarter GDP increased at an annualized rate of 2.4 percent, revised up 0.1 percentage point from the second estimate. Growth continues to be powered by consumer spending and government spending, partly offset by a decrease in investment. Imports also decreased. Real GDP increased 2.8 percent in 2024. The consensus projection calls for 1.2% growth for the first quarter and 2.0% for the full year 2025.

GROSS DOMESTIC PRODUCT (GDP)
11 , ,,a CHANDLER " '·· ASSET MANAGEMENT
Source: Federal Reserve Source: Bloomberg
0 1,000,000
2,000,000
3,000,000
4,000,000
5,000,000
6,000,000
7,000,000
8,000,000
9,000,000
10,000,000
Federal Reserve Balance Sheet Assets
Recession
In $ millions
As broadly anticipated, the Federal Open Market Committee (FOMC) left the Federal Funds Rate unchanged at the range of 4.25 - 4.50% at the March meeting. Fed Chair Powell emphasized increased uncertainty around the economic outlook and the need for “greater clarity” before making changes to interest rate policy. He also acknowledged possible transitory inflationary impacts from tariffs. The summary of economic projections (SEP) indicated lower GDP growth, higher inflation, and higher unemployment estimates than December projections, along with roughly two 25-basis point rate cuts this year. The FOMC also announced a slowdown in the pace of balance sheet reduction. The monthly redemption cap on Treasuries will be reduced from $25 billion to $5 billion, while the cap on agencies and mortgage-backed securities will be maintained at $35 billion. Since the Fed began its Quantitative Tightening campaign in June 2022, securities holdings have declined by approximately $2.2 trillion to approximately $6.8 trillion.

FEDERAL RESERVE
12 ■
~
"C
ai
>

6.00%

5.00%

4.00%

3.00%

2.00%

1.00%

0.00%
, ,,a CHANDLER " '·· ASSET MANAGEMENT
Effective Federal Funds Rate
■ Recession
1-----------~~--=li=--=--=--=--=--::::'._-E-
Source: Bloomberg Source: Bloomberg

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%
US Treasury Note Yields
2-Year
5-Year
10-Year
Yield (%)

0.0%

1.0%

2.0%

3.0%

4.0%

5.0%

6.0%
US Treasury Yield Curve
Mar-25
Dec-24
Mar-24
Yield (%)
At the end of March, the 2-year Treasury yield was 74 basis points lower, and the 10-Year Treasury yield was 6 basis points higher, yearover-year. The spread between the 2-year and 10-year Treasury yield points on the curve widened to +32 basis points at March monthend versus +22 basis points at February month-end. The recent yield curve inversion which began in July 2022 was historically long. The average historical spread (since 2005) is about +99 basis points. The spread between the 3-month and 10-year Treasury yield points on the curve was -9 basis points in in March, unchanged from February.

BOND YIELDS
13 ,, • • CHANDLER
" '·· ASSET MANAGEMENT
..... .
-----------------------·
·••••••••••••••••••••
--- I ------------------,.__._··_·_··
___ ~r

ACCOUNT PROFILE
14 , ,,a. CHANDLER " '-- ASSET MANAGEMENT

OBJECTIVES
City of San Rafael | As of March 31, 2025
Investment Objectives
Safety of principal is the foremost objective of the investment program. The investment portfolio shall remain sufficiently liquid to meet all requirements that may be reasonably anticipated. The investment portfolio shall be designed with the objective of attaining a market rate of return throughout budgetary and economic cycles, taking into account the investment risk constraints and liquidity needs.

Chandler Asset Management PerformanceObjective
The performance objective for the portfolio is to earn a total rate of return through a market cycle that is equal to or above the return on the benchmark index.

Strategy
In order to achieve this objective, the portfolio invests in high-quality fixed income securities that comply with the investment policy and all regulations governing the funds. 15 , ,,a CHANDLER " '·· ASSET MANAGEMENT

STATEMENT OF COMPLIANCE
San Rafael Cons | Account #11047 | As of March 31, 2025 Rules Name Limit Actual Compliance
Status Notes

AGENCY MORTGAGE SECURITIES (CMOS)
Max % (MV; ABS, CMO, & MBS) 20.0 8.8 Compliant
Max Maturity (Years) 5.0 4.2 Compliant
Min Rating (AA- by 1; A- Issuer by 1) 0.0 0.0 Compliant

ASSET-BACKED SECURITIES (ABS)
Max % (MV; ABS, CMO & MBS) 20.0 8.7 Compliant
Max Maturity (Years) 5 3 Compliant
Min Rating (AA- by 1; A- Issuer by 1) 0.0 0.0 Compliant

BANKERS' ACCEPTANCES
Max % (MV) 40.0 0.0 Compliant
Max Amount Issuer (MV) 2.0 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

CERTIFICATE OF DEPOSIT PLACEMENT SERVICE
(CDARS)
Max % (MV) 30.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
COLLATERALIZED TIME DEPOSITS (NONNEGOTIABLE CD/TD)
Max % (MV; CDs & NCDs) 30.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years) 5.0 0.0 Compliant

COMMERCIAL PAPER
Max % (MV) 25.0 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 11.4 Compliant
Max % Issuer (MV) 5.0 0.6 Compliant
16 , ,,a CHANDLER " '·· ASSET MANAGEMENT

STATEMENT OF COMPLIANCE
San Rafael Cons | Account #11047 | As of March 31, 2025 Rules Name Limit Actual Compliance
Status Notes
Max Maturity (Years) 5 4 Compliant
Min Rating (A- by 1) 0.0 0.0 Compliant

FDIC INSURED TIME DEPOSITS (NON-NEGOTIABLE
CD/TD)
Max % (MV; CDs & NCDs) 30.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years) 5 0.0 Compliant

FEDERAL AGENCIES
Max % (MV) 100.0 7.2 Compliant
Max Maturity (Years) 5 2 Compliant

LOCAL AGENCY INVESTMENT FUND (LAIF)
Max Concentration (MV) 75.0 60.9 Compliant

MONEY MARKET MUTUAL FUNDS
Max % (MV) 10.0 0.8 Compliant
Min Rating (AAA by 2) 0.0 0.0 Compliant

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

MUNICIPAL SECURITIES (CA, LOCAL AGENCY)
Max Maturity (Years) 5 0.0 Compliant

NEGOTIABLE CERTIFICATES OF DEPOSIT (NCD)
Max % (MV; CDs & NCDs) 30.0 0.0 Compliant
Max % Issuer (MV) 5.0 0.0 Compliant
Max Maturity (Years) 5 0.0 Compliant
Min Rating (A-1 or A- by 1) 0.0 0.0 Compliant

REPURCHASE AGREEMENTS
Max Maturity (Years) 1.0 0.0 Compliant

SRI PROHIBITED INVESTMENTS
Prohibited Investments - Energy 0.0 0.0 Compliant
17 , ,,a CHANDLER " '·· ASSET MANAGEMENT

STATEMENT OF COMPLIANCE
San Rafael Cons | Account #11047 | As of March 31, 2025 Rules Name Limit Actual Compliance
Status Notes

SUPRANATIONAL OBLIGATIONS
Max % (MV) 15.0 1.1 Compliant
Max Maturity (Years) 5 4 Compliant
Min Rating (AA- by 1) 0.0 0.0 Compliant
U.S. TREASURIES
Max % (MV) 100.0 14.8 Compliant
Max Maturity (Years) 5 4 Compliant
18 , ,,a CHANDLER " '·· ASSET MANAGEMENT

PORTFOLIO CHARACTERISTICS
City of San Rafael | Account #11045 | As of March 31, 2025 Benchmark* 3/31/2025
Portfolio
12/31/2024
Portfolio
Average Maturity (yrs) 1.84 2.17 2.21
Average Modified Duration 1.75 1.82 1.83
Average Purchase Yield 4.49% 4.52%
Average Market Yield 3.94% 4.20% 4.45%
Average Quality** AA+ AA+ AA+
Total Market Value 48,890,211 48,090,583
*Benchmark: ICE BofA 1-3 Year US Treasury & Agency Index **The credit quality is a weighted average calculation of the highest of S&P, Moody’s and Fitch. 19 , ,,a CHANDLER " '·· ASSET MANAGEMENT

SECTOR DISTRIBUTION
City of San Rafael | Account #11045 | As of March 31, 2025 Sector as a Percentage of Market Value
Sector 03/31/2025 12/31/2024
US Treasury 33.62% 32.73%
Corporate 25.86% 24.84%
Agency 16.36% 18.90%
ABS 9.96% 10.89%
Agency CMBS 9.89% 8.65%
Supras 2.58% 1.97%
Money Mkt Fd 1.72% 0.46%
Comm Paper -- 1.57%
20 US Treasury Corporate Agency ABS
■ 03/31/2025
Agency CMBS Supras
■ 12/31/2024
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Money Mkt Fd Comm Paper

ISSUERS
City of San Rafael | Account #11045 | As of March 31, 2025 Issuer Investment Type % Portfolio
Government of The United States US Treasury 33.62%
FHLMC Agency CMBS 9.89%
Federal Home Loan Banks Agency 9.50%
Farm Credit System Agency 6.86%
American Express Credit Master Trust ABS 2.26%
International Bank for Recon and Dev Supras 1.94%
U.S. Bancorp Money Mkt Fd 1.72%
John Deere Owner Trust ABS 1.58%
Bank of America Credit Card Trust ABS 1.53%
Bank of Montreal Corporate 1.26%
Eli Lilly and Company Corporate 1.26%
The Home Depot, Inc. Corporate 1.25%
PACCAR Inc Corporate 1.24%
Honda Auto Receivables Owner Trust ABS 1.23%
Bank of America Corporation Corporate 1.22%
Toyota Motor Corporation Corporate 1.21%
The Toronto-Dominion Bank Corporate 1.20%
Toyota Auto Receivables Owner Trust ABS 1.18%
Caterpillar Inc. Corporate 1.15%
Cisco Systems, Inc. Corporate 1.15%
National Rural Utilities Cooperative Corporate 1.14%
Royal Bank of Canada Corporate 1.14%
Florida Power & Light Corporate 1.14%
Prologis, Inc. Corporate 1.11%
State Street Corporation Corporate 1.10%
PepsiCo, Inc. Corporate 1.04%
Chase Issuance Trust ABS 1.03%
Honda Motor Co., Ltd. Corporate 1.03%
Chubb Limited Corporate 1.02%
Realty Income Corporation Corporate 1.01%
21 , ,,a CHANDLER " '·· ASSET MANAGEMENT

ISSUERS
City of San Rafael | Account #11045 | As of March 31, 2025 Issuer Investment Type % Portfolio
Morgan Stanley Corporate 1.00%
JPMorgan Chase & Co. Corporate 1.00%
Deere & Company Corporate 0.89%
BNY Mellon Corp Corporate 0.72%
Public Service Enterprise Group Inco Corporate 0.68%
International Finance Corporation Supras 0.64%
AbbVie Inc. Corporate 0.63%
BMW Vehicle Owner Trust ABS 0.61%
Mercedes-Benz Auto Receivables Trust ABS 0.29%
Merck & Co., Inc. Corporate 0.27%
Mercedes-Benz Auto Lease Trust ABS 0.25%
Cash Cash 0.01%
TOTAL 100.00%
22 , ,,a CHANDLER " '·· ASSET MANAGEMENT

QUALITY DISTRIBUTION
Rating 03/31/2025 12/31/2024
AAA 11.7% 8.9%
AA 58.7% 61.8%
A 24.8% 23.9%
NA 4.8% 5.3%
Rating 03/31/2025 12/31/2024
AAA 70.6% 70.0%
AA 3.3% 3.3%
A 22.6% 23.2%
NA 3.4% 3.5%
Rating 03/31/2025 12/31/2024
AAA 17.1% 16.4%
AA 60.4% 60.3%
A 8.8% 9.1%
NA 13.6% 14.2%
City of San Rafael | Account #11045 | As of March 31, 2025 S&P Rating Moody’s Rating Fitch Rating
23 AAA AA A NA AAA AA
■ 03/31/2025 ■ 12/31/2024 ■ 03/31/2025
A NA
■ 12/31/2024
AAA
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AA A NA
■ 03/31/2025 ■ 12/31/2024
0-.25 .25-.5 .5-1 1-2 2-3 3-4 4-5 5-7 7+
Portfolio 4.5% 5.7% 18.1% 29.0% 29.7% 7.9% 5.2% 0.0% 0.0% ICE BofA 1-3 Year US Treasury & Agency Index 0.0% 0.0% 4.1% 58.2% 37.7% 0.0% 0.0% 0.0% 0.0%

DURATION DISTRIBUTION
City of San Rafael | Account #11045 | As of March 31, 2025 Portfolio Compared to the Benchmark
24 0-.25 .25-.5 .5-1 1-2
■ City of San Rafael
2-3 3-4 4-5
■ ICE BofA 1-3 Year US Treasury & Agency Index
, ,,a CHANDLER " '·· ASSET MANAGEMENT
5-7 7+
3 Months 12 Months 2 Years 3 Years 5 Years 10 Years Since Inception

TOTAL RATE OF RETURN
City of San Rafael 1.69% 5.64% 4.86% 4.90%
Benchmark 1.59% 5.43% 4.19% 4.29%
*Periods over 1 year are annualized.

Benchmark: ICE BofA 1-3 Year US Treasury & Agency Index Total rate of return: A measure of a portfolio’s performance over time. It is the internal rate of return, which equates the beginning value of the portfolio with the ending market value; it includes interest earnings, realized and unrealized gains and losses in the portfolio.

INVESTMENT PERFORMANCE
City of San Rafael | Account #11045 | As of March 31, 2025 Total Rate of Return : Inception | 02/01/2023
25 6%
4%
2%
0% 3 Months 12 Months 2 Years
Total Return
3 Years 5 Years
■ Benchmark
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10 Years Since Inception*

HISTORICAL AVERAGE PURCHASE YIELD
City of San Rafael | Account #11045 | As of March 31, 2025 Purchase Yield as of 03/31/25 = 4.49%
26 5%
4%
3%
2%
1%
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PORTFOLIO CHARACTERISTICS
San Rafael Reporting | Account #11046 | As of March 31, 2025 3/31/2025
Portfolio
12/31/2024
Portfolio
Average Maturity (yrs) 0.00 0.00
Average Modified Duration 0.00 0.00
Average Purchase Yield 4.26% 4.39%
Average Market Yield 4.26% 4.39%
Average Quality** AAA AAA
Total Market Value 61,572,456 67,822,776
*Benchmark: NO BENCHMARK REQUIRED
**The credit quality is a weighted average calculation of the highest of S&P, Moody’s and Fitch. 27 , ,,a CHANDLER " '·· ASSET MANAGEMENT

SECTOR DISTRIBUTION
San Rafael Reporting | Account #11046 | As of March 31, 2025 Sector as a Percentage of Market Value
Sector 03/31/2025 12/31/2024
LAIF 98.85% 99.10%
Cash 1.15% 0.90%
28 ■ 03/31/2025 ■ 12/31/2024
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CONSOLIDATED INFORMATION
29 , ,,a. CHANDLER " '-- ASSET MANAGEMENT

PORTFOLIO CHARACTERISTICS
San Rafael Cons | Account #11047 | As of March 31, 2025 3/31/2025
Portfolio
12/31/2024
Portfolio
Average Maturity (yrs) 0.96 0.91
Average Modified Duration 0.80 0.76
Average Purchase Yield 4.36% 4.44%
Average Market Yield 4.23% 4.41%
Average Quality** AA+ AA+
Total Market Value 110,462,667 115,913,359
*Benchmark: NO BENCHMARK REQUIRED
**The credit quality is a weighted average calculation of the highest of S&P, Moody’s and Fitch. 30 , ,,a CHANDLER " '·· ASSET MANAGEMENT

SECTOR DISTRIBUTION
San Rafael Cons | Account #11047 | As of March 31, 2025 Sector as a Percentage of Market Value
Sector 03/31/2025 12/31/2024
LAIF 55.27% 58.18%
US Treasury 14.82% 13.52%
Corporate 11.40% 10.26%
Agency 7.21% 7.80%
ABS 4.39% 4.50%
Agency CMBS 4.36% 3.57%
Supras 1.14% 0.81%
Money Mkt Fd 0.76% 0.19%
Cash 0.65% 0.53%
Comm Paper -- 0.65%
31 LAIF US Treasury Corporate Agency ABS
■ 03/31/2025
Agency CMBS Supras Money Mkt Fd
■ 12/31/2024
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Cash Comm Paper

PORTFOLIO HOLDINGS
32 , ,,a. CHANDLER " '-- ASSET MANAGEMENT

HOLDINGS REPORT
City of San Rafael | Account #11045 | As of March 31, 2025 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
43815JAC7 HAROT 2023-1 A3 5.04
04/21/2027 89,725.57 02/16/20235.09%
89,708.89
89,717.32
100.23

4.68%
89,929.23
125.62

0.19%
211.91
AAA/NA
AAA

2.06 0.55
02582JJT8 AMXCA 2022-2 A 3.39 05/17/2027 600,000.00 04/17/2023

4.65%
585,632.81
598,869.15

99.84 4.72%
599,058.60
904.00

1.23%
189.45
NA/AAA
AAA

0.12 0.12
58768PAC8 MBART 2022-1 A3 5.21
08/16/2027 141,932.22 02/15/20235.03%
142,664.06
142,226.96
100.29

4.70%
142,346.82
328.65

0.29%
119.86

AAA/AAA
NA

2.38 0.51
89239HAD0 TAOT 2022-D A3 5.3 09/15/2027 269,665.13 02/10/2023

4.86%
272,846.34
271,000.34
100.44

4.66%
270,863.85
635.21

0.56%
(136.49)
AAA/NA
AAA

2.46 0.63
47800CAC0 JDOT 2023 A3 5.01 11/15/2027 762,504.11 --

3.66%
764,447.83
763,379.49
100.29

4.66%
764,714.60
1,697.84

1.58%
1,335.12
AAA/NA
AAA

2.63 0.71
58770JAD6 MBALT 2024-A A3 5.32
01/18/2028 120,000.00 05/17/20245.73%
119,985.96
119,989.25
101.19

4.52%
121,432.20
283.73

0.25%
1,442.95
AAA/NA
AAA

2.80 1.38
891941AD8 TAOT 2023-B A3 4.71 02/15/2028 300,000.00 10/03/2023

5.68%
294,058.59
296,099.05
100.11

4.62%
300,316.92
628.00

0.62%
4,217.87
AAA/NA
AAA

2.88 0.79
05592XAD2 BMWOT 2023-A A3 5.47
02/25/2028 84,954.47 07/11/20235.47%
84,939.42
84,944.99
100.66

4.59%
85,514.57

77.45 0.18%
569.58
NA/AAA
AAA

2.91 0.70
05522RDF2 BACCT 2022-2 A 5.0 04/17/2028 440,000.00 04/18/2023

4.59%
444,812.50
441,307.92
100.29

4.56%
441,297.47
977.78

0.91%
(10.45)

AAA/AAA
NA

3.05 0.60
438123AC5 HAROT 2023-4 A3 5.67
06/21/2028 500,000.00 12/07/20235.10%
507,480.47
504,905.16
101.20

4.66%
506,023.50
787.50

1.04%
1,118.34
AAA/NA
AAA

3.22 1.11
161571HT4 CHAIT 2023-1 A 5.16 09/15/2028 495,000.00 09/07/2023

5.17%
494,862.79
494,905.15
101.13

4.39%
500,607.36
1,135.20

1.03%
5,702.21
NA/AAA
AAA

3.46 1.37
02582JKD1 AMXCA 2023-3 A 5.23 09/15/2028 490,000.00 09/12/2023

5.29%
489,978.10
489,984.83
101.22

4.40%
495,984.37
1,138.98

1.02%
5,999.54
NA/AAA
AAA

3.46 1.37
05522RDH8 BACCT 2023-2 A 4.98 11/16/2026 300,000.00 02/20/2024

4.88%
301,125.00
300,669.59
101.04

4.35%
303,119.04
664.00

0.62%
2,449.45
AAA/NA
AAA

1.63 1.53
096919AD7 BMWOT 2024-A A3 5.18
02/26/2029 210,000.00 06/04/20245.24%
209,968.10
209,973.55
101.24

4.40%
212,598.98
181.30

0.44%
2,625.43

AAA/AAA
NA

3.91 1.47
Total ABS 4,803,781.50 4.83%
4,802,510.86
4,807,972.75
100.63

4.57%
4,833,807.52
9,565.26

9.96%
25,834.77

2.58 0.90
AGENCY
33 , ,,a CHANDLER " '·· ASSET MANAGEMENT

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
3130AWER7 FEDERAL HOME LOAN BANKS

4.625 06/06/2025 775,000.00 06/09/20234.67%
774,356.75
774,941.44
100.05

4.29%
775,374.45
11,450.09

1.60%
433.01
AAA/AA
AA

0.18 0.18
3130ATHT7 FEDERAL HOME LOAN BANKS

4.375 09/12/2025 1,300,000.00 01/12/20234.28%
1,303,159.00
1,300,531.90

99.96 4.45%
1,299,533.73
3,001.74

2.68%
(998.18)
AAA/AA
AA

0.45 0.44
3130ATUC9 FEDERAL HOME LOAN BANKS 4.5
12/12/2025 1,000,000.00 02/13/20234.32%
1,004,720.00
1,001,166.28
100.21

4.18%
1,002,134.21
13,625.00

2.06%
967.93
AAA/AA
AA

0.70 0.67
3130AWGR5 FEDERAL HOME LOAN BANKS

4.375 06/12/2026 525,000.00 06/28/20234.43%
524,165.25
524,661.92
100.36

4.06%
526,910.62
6,954.43

1.09%
2,248.70
AAA/AA
AA

1.20 1.14
3133EPSW6 FEDERAL FARM CREDIT BANKS
FUNDING CORP 4.5 08/14/2026 560,000.00 08/09/20234.58%
558,712.00
559,412.41
100.67

3.99%
563,724.13
3,290.00

1.16%
4,311.73
AAA/AA
AA

1.37 1.31
3130AXU63 FEDERAL HOME LOAN BANKS

4.625 11/17/2026 500,000.00 12/18/20234.23%
505,325.00
502,977.80
100.98

3.99%
504,905.11
8,607.64

1.04%
1,927.31
AAA/AA
AA

1.63 1.53
3133EP6K6 FEDERAL FARM CREDIT BANKS
FUNDING CORP 4.5 03/26/2027 1,000,000.00 04/24/20244.84% 990,700.00
993,677.75
101.04

3.95%
1,010,350.26
625.00

2.08%
16,672.51
AAA/AA
AA

1.99 1.88
3133ERMB4 FEDERAL FARM CREDIT BANKS
FUNDING CORP 4.25 07/23/2027 750,000.00 07/18/20244.26% 749,767.50
749,821.01
100.65

3.95%
754,847.82
6,020.83

1.56%
5,026.81
AAA/AA
AA

2.31 2.17
3133ERNP2 FEDERAL FARM CREDIT BANKS
FUNDING CORP 4.0 08/06/2027 1,000,000.00 08/19/20243.92% 1,002,290.00
1,001,815.48
100.09

3.96%
1,000,934.12
6,111.11

2.06%
(881.36)
AAA/AA
AA

2.35 2.21
3130ATUS4 FEDERAL HOME LOAN BANKS 4.25
12/10/2027 500,000.00 05/15/20233.66%
512,310.00
507,250.29
100.86

3.91%
504,296.64
6,552.08

1.04%
(2,953.65)
AAA/AA
AA

2.70 2.49
Total Agency 7,910,000.00 4.34%
7,925,505.50
7,916,256.27
100.42

4.10%
7,943,011.09
66,237.92

16.36%
26,754.82

1.40 1.32

AGENCY CMBS
3137BVZ82 FHMS K-063 A2 3.43 01/25/2027 700,000.00 06/07/2023

4.53%
674,542.97
687,457.66

98.53 4.24%
689,707.34
2,000.83

1.42%
2,249.68
AAA/AA
AAA

1.82 1.60
3137F1G44 FHMS K-065 A2 3.243 04/25/2027 450,000.00 06/08/2023

4.39%
431,736.33
440,394.47

98.05 4.19%
441,237.60
1,216.13

0.91%
843.13
AAA/AA
AAA

2.07 1.88
3137F2LJ3 FHMS K-066 A2 3.117 06/25/2027 350,000.00 04/18/2024

5.06%
330,654.30
336,505.78

97.72 4.20%
342,033.76
909.13

0.70%
5,527.98
AAA/AA
AAA

2.24 1.97
3137FBBX3 FHMS K-068 A2 3.244 08/25/2027 240,000.00 06/08/2023

4.34%
229,940.63
234,324.12

97.84 4.16%
234,827.04
648.80

0.48%
502.92
AAA/AA
AA

2.40 2.20
34 , ,,a CHANDLER " '·· ASSET MANAGEMENT

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
3137FBU79 FHMS K-069 A2 3.187 09/25/2027 493,175.14 06/09/2023

4.41%
470,096.08
479,942.15

97.53 4.21%
481,003.87
1,309.79

0.99%
1,061.73

AAA/AAA
AA

2.49 2.27
3137FETN0 FHMS K-073 A2 3.35 01/25/2028 670,000.00 05/24/2023

4.27%
643,932.81
654,378.34

97.65 4.22%
654,288.30
1,870.42

1.35%
(90.04)
AAA/AA
AAA

2.82 2.54
3137FG6X8 FHMS K-077 A2 3.85 05/25/2028 780,000.00 05/24/2023

4.24%
765,679.69
771,031.89

98.77 4.23%
770,401.55
2,502.50

1.59%
(630.33)
AAA/AA
AAA

3.15 2.84
3137FJEH8 FHMS K-081 A2 3.9 08/25/2028 350,000.00 11/21/2024

4.53%
342,070.31
342,813.72

98.80 4.24%
345,796.71
1,137.50

0.71%
2,982.99
AAA/AA
AAA

3.40 3.10
3137FLMV3 FHMS K-090 A2 3.422 02/25/2029 650,000.00 03/26/2025

4.37%
627,656.25
627,672.18

96.96 4.26%
630,230.64
1,853.58

1.30%
2,558.46

AAA/AAA
AA

3.91 3.53
3137FMTY8 FHMS K-094 A2 2.903 06/25/2029 225,000.00 06/21/2024

4.65%
207,764.65
210,434.65

94.73 4.28%
213,143.63
544.31

0.44%
2,708.98
AAA/AA
AAA

4.24 3.83
4,724,074.02 97.86 4,802,670.44 9.89% 2.81
Total Agency CMBS 4,908,175.14 4.44% 4,784,954.93 4.22% 13,992.99 17,715.50 2.53 CASH
CCYUSD Receivable 4,687.53 --

0.00%
4,687.53
4,687.53

1.00 0.00%
4,687.53

0.00 0.01%

0.00 AAA/AAA
AAA

0.00 0.00
4,687.53 1.00 4,687.53 0.01% 0.00
Total Cash 4,687.53 0.00% 4,687.53 0.00% 0.00 0.00 0.00

CORPORATE
78016FZT4 ROYAL BANK OF CANADA 4.875
01/12/2026 550,000.00 07/19/20235.34%
544,197.50
548,168.31
100.39

4.35%
552,166.11
5,883.85

1.14%
3,997.80
A/A
AA

0.79 0.75
69371RS49 PACCAR FINANCIAL CORP 4.45
03/30/2026 600,000.00 03/28/20234.47%
599,634.00
599,878.78
100.15

4.29%
600,901.16

74.17 1.24%
1,022.38
A/A
NA

1.00 0.97
00440EAV9 CHUBB INA HOLDINGS LLC 3.35
05/03/2026 500,000.00 03/09/20235.09%
475,060.00
491,367.76

98.92 4.37%
494,608.34
6,886.11

1.02%
3,240.58
A/A
A

1.09 1.04
341081GR2 FLORIDA POWER & LIGHT CO 4.45
05/15/2026 550,000.00 05/18/20234.65%
547,030.00
548,884.55
100.30

4.17%
551,628.06
9,246.11

1.14%
2,743.52
A/A
A

1.12 0.99
74340XBK6 PROLOGIS LP 3.25 10/01/2026 550,000.00 01/16/2024

4.53%
532,240.50
540,139.61

98.37 4.38%
541,046.15
8,937.50

1.11%
906.54
A/A
NA

1.50 1.44
35 , ,,a CHANDLER " '·· ASSET MANAGEMENT

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
89236TDR3 TOYOTA MOTOR CREDIT CORP 3.2
01/11/2027 600,000.00 01/22/20244.57%
577,398.00
586,434.63

98.08 4.33%
588,480.34
4,266.67

1.21%
2,045.71
A/A
A

1.78 1.69
63743HFM9

NATIONAL RURAL UTILITIES
COOPERATIVE FINANCE CORP 4.8
02/05/2027
550,000.00 01/25/2024

4.75%
550,792.00
550,478.92
100.93

4.27%
555,101.59
4,106.67

1.14%
4,622.67
A/A
A

1.85 1.66
17275RBQ4 CISCO SYSTEMS INC 4.8
02/26/2027 550,000.00 --

4.82%
549,759.00
549,846.06
101.20

4.13%
556,616.29
2,566.67

1.15%
6,770.22
A/AA
NA

1.91 1.72
857477CL5 STATE STREET CORP 4.993
03/18/2027 525,000.00 03/13/20244.99%
525,000.00
525,000.00
101.30

4.29%
531,849.81
946.59

1.10%
6,849.81
AA/A
AA

1.96 1.78
06406RBQ9 BANK OF NEW YORK MELLON
CORP 4.947 04/26/2027 350,000.00 04/19/20234.90%
350,497.00
350,176.85
100.52

4.89%
351,814.15
7,454.85

0.72%
1,637.30
AA/A
AA

2.07 1.01
14913UAL4 CATERPILLAR FINANCIAL SERVICES
CORP 5.0 05/14/2027 550,000.00 05/13/20245.01%
549,818.50
549,871.76
101.59

4.21%
558,734.53
10,465.28

1.15%
8,862.78
A/A
A

2.12 1.96
74456QBS4 PUBLIC SERVICE ELECTRICAND
GAS CO 3.0 05/15/2027 337,000.00 04/18/20234.48%
318,673.94
327,454.66

97.44 4.27%
328,366.01
3,819.33

0.68%
911.35
A/A
NA

2.12 2.01
437076DB5 HOME DEPOT INC 4.875
06/25/2027 600,000.00 06/20/20244.92%
599,208.00
599,410.52
101.41

4.21%
608,436.86
7,800.00

1.25%
9,026.34
A/A
A

2.24 2.00
532457CP1 ELI LILLY AND CO 4.15 08/14/2027 305,000.00 08/12/2024

4.18%
304,752.95
304,804.84
100.06

4.12%
305,170.70
1,652.51

0.63%
365.86
AA/A
NA

2.37 2.22
24422EXZ7 JOHN DEERE CAPITAL CORP 4.65
01/07/2028 425,000.00 01/06/20254.66%
424,872.50
424,882.07
101.24

4.17%
430,271.83
4,501.46

0.89%
5,389.76
A/A
A

2.77 2.55
89115A2M3 TORONTO-DOMINION BANK 5.156
01/10/2028 575,000.00 07/12/20235.29%
571,929.50
573,102.69
101.69

4.50%
584,746.16
6,670.58

1.20%
11,643.47
A/A
AA

2.78 2.54
756109AU8 REALTY INCOME CORP 3.65
01/15/2028 500,000.00 04/10/20234.87%
474,240.00
484,905.44

97.84 4.48%
489,224.88
3,852.78

1.01%
4,319.44
A/A
NA

2.79 2.60
06051GGF0 BANK OF AMERICA CORP 3.824
01/20/2028 600,000.00 07/12/2023

5.53%
567,738.00
583,467.61

98.73 5.11%
592,398.61
4,525.07

1.22%
8,931.01
A/A
AA

2.81 1.71
46647PEA0 JPMORGAN CHASE & CO 5.04
01/23/2028 200,000.00 01/17/20244.99%
200,292.00
200,176.37
100.87

4.88%
201,735.97
1,904.00

0.42%
1,559.60
A/A
AA

2.82 1.70
06368LGV2 BANK OF MONTREAL 5.203
02/01/2028 600,000.00 09/05/20235.48%
593,520.00
595,825.07
101.83

4.51%
610,980.71
5,203.00

1.26%
15,155.63
A/A
AA

2.84 2.52
02665WFX4 AMERICAN HONDA FINANCE
CORP 4.55 03/03/2028 500,000.00 03/06/20254.60%
499,255.00
499,272.06

99.96 4.56%
499,786.66
1,643.06

1.03%
514.60
A/A
NA

2.93 2.70
36 , ,,a CHANDLER " '·· ASSET MANAGEMENT

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
00287YDY2 ABBVIE INC 4.65 03/15/2028 305,000.00 02/18/2025

4.70%
304,594.35
304,606.74
100.81

4.35%
307,473.43
1,378.85

0.63%
2,866.69
A/A
NA

2.96 2.65
58933YBH7 MERCK & CO INC 4.05 05/17/2028 130,000.00 05/08/2023

4.07%
129,894.70
129,934.18

99.71 4.15%
129,617.79
1,959.75

0.27%
(316.39)
AA/A
NA

3.13 2.87
61744YAK4 MORGAN STANLEY 3.591
07/22/2028 500,000.00 08/10/20235.22%
465,070.00
476,610.07

97.51 4.41%
487,546.18
3,441.38

1.00%
10,936.11
A/A
A

3.31 2.17
46647PEU6 JPMORGAN CHASE & CO 4.915
01/24/2029 280,000.00 01/16/2025

4.92%
280,000.00
280,000.00
100.95

4.70%
282,662.47
2,561.26

0.58%
2,662.47
A/A
AA

3.82 2.58
713448FX1 PEPSICO INC 4.5 07/17/2029 500,000.00 07/16/2024

4.52%
499,490.00
499,562.06
100.94

4.26%
504,691.07
4,625.00

1.04%
5,129.01
A/A
NA

4.30 3.77
532457CV8 ELI LILLY AND CO 4.75 02/12/2030 300,000.00 02/10/2025

4.75%
300,066.00
300,064.24
101.53

4.40%
304,595.59
1,939.58

0.63%
4,531.36
AA/A
NA

4.87 4.22
Total Corporate 12,532,000.00 4.87%
12,335,023.44
12,424,325.83
100.17

4.39%
12,550,651.43
118,312.06

25.86%
126,325.61

2.32 1.99

MONEY MARKET
FUND
31846V807 FIRST AMER:TRS OBG Y 832,503.39 --

3.95%
832,503.39
832,503.39

1.00 3.95%
832,503.39

0.00 1.72%

0.00 AAA/AAA
AAA

0.00 0.00
Total Money Market
Fund 832,503.39 3.95%
832,503.39
832,503.39

1.00 3.95%
832,503.39

0.00 1.72%

0.00 0.00

0.00 SUPRANATIONAL
45950KDD9 INTERNATIONAL FINANCE CORP

4.5 07/13/2028 305,000.00 07/06/20234.53%
304,661.45
304,777.82
101.58

3.98%
309,821.50
2,973.75

0.64%
5,043.68

AAA/AAA
NA

3.28 3.00
459058LN1

INTERNATIONAL BANK FOR

RECONSTRUCTION AND
DEVELOPM 3.875 10/16/2029
650,000.00 12/17/2024

4.25%
637,513.50
638,250.08

99.26 4.06%
645,176.10
11,544.27

1.33%
6,926.01

AAA/AAA
NA

4.54 4.05
459058LR2

INTERNATIONAL BANK FOR

RECONSTRUCTION AND
DEVELOPM 4.125 03/20/2030
295,000.00 03/14/2025

4.20%
293,946.85
293,953.77
100.20

4.08%
295,603.50
371.82

0.61%
1,649.73

AAA/AAA
NA

4.97 4.45
Total Supranational 1,250,000.00 4.31%
1,236,121.80
1,236,981.67
100.06

4.04%
1,250,601.09
14,889.84

2.58%
13,619.42

4.33 3.89
37 , ,,a CHANDLER " '·· ASSET MANAGEMENT

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

US TREASURY
91282CAJ0 UNITED STATES TREASURY 0.25
08/31/2025 1,000,000.00 01/12/20233.74%
913,281.25
986,298.08

98.37 4.25%
983,742.19
217.39

2.03%
(2,555.89)
AAA/AA
AA

0.42 0.41
91282CAM3 UNITED STATES TREASURY 0.25
09/30/2025 500,000.00 01/12/20234.26%
456,445.31
492,009.12

98.06 4.23%
490,316.41

3.42 1.01%
(1,692.71)
AAA/AA
AA

0.50 0.49
91282CJE2 UNITED STATES TREASURY 5.0
10/31/2025 1,000,000.00 05/28/20245.09%
998,671.88
999,455.98
100.46

4.19%
1,004,554.69
20,994.48

2.07%
5,098.71
AAA/AA
AA

0.59 0.56
9128285N6 UNITED STATES TREASURY 2.875
11/30/2025 500,000.00 01/12/20233.15%
496,212.61
499,125.99

99.15 4.18%
495,742.19
4,817.99

1.02%
(3,383.80)
AAA/AA
AA

0.67 0.64
91282CGE5 UNITED STATES TREASURY 3.875
01/15/2026 1,000,000.00 02/06/20234.13%
992,929.69
998,095.69

99.83 4.09%
998,335.94
8,135.36

2.06%
240.25
AAA/AA
AA

0.79 0.76
91282CBQ3 UNITED STATES TREASURY 0.5
02/28/2026 500,000.00 01/12/20233.50%
455,839.84
487,134.44

96.79 4.12%
483,960.94
217.39

1.00%
(3,173.51)
AAA/AA
AA

0.91 0.89
91282CKH3 UNITED STATES TREASURY 4.5
03/31/2026 1,000,000.00 04/24/20244.96%
991,679.69
995,704.12
100.41

4.08%
1,004,109.37
122.95

2.07%
8,405.25
AAA/AA
AA

1.00 0.97
91282CBW0 UNITED STATES TREASURY 0.75
04/30/2026 500,000.00 01/12/20234.46%
443,595.43
481,542.03

96.54 4.05%
482,707.03
1,574.59

0.99%
1,165.00
AAA/AA
AA

1.08 1.05
9128286X3 UNITED STATES TREASURY 2.125
05/31/2026 500,000.00 01/12/20234.31%
465,958.71
488,285.39

97.85 4.03%
489,238.28
3,561.13

1.01%
952.89
AAA/AA
AA

1.17 1.13
91282CCJ8 UNITED STATES TREASURY 0.875
06/30/2026 500,000.00 01/12/2023

4.42%
443,595.43
479,712.19

96.22 4.01%
481,113.28
1,099.79

0.99%
1,401.09
AAA/AA
AA

1.25 1.22
91282CHY0 UNITED STATES TREASURY 4.625
09/15/2026 900,000.00 09/25/2023

4.81%
895,429.69
897,759.07
100.94

3.95%
908,437.50
1,922.89

1.87%
10,678.43
AAA/AA
AA

1.46 1.39
91282CJC6 UNITED STATES TREASURY 4.625
10/15/2026 500,000.00 10/19/20235.05%
494,218.75
497,021.94
100.99

3.95%
504,960.94
10,673.08

1.04%
7,939.00
AAA/AA
AA

1.54 1.44
91282CKV2 UNITED STATES TREASURY 4.625
06/15/2027 625,000.00 06/26/2024

4.50%
627,148.44
626,596.95
101.54

3.89%
634,594.73
8,497.17

1.31%
7,997.78
AAA/AA
AA

2.21 2.06
91282CFM8 UNITED STATES TREASURY 4.125
09/30/2027 750,000.00 12/18/20234.06%
751,669.92
751,102.80
100.58

3.88%
754,365.23

84.53 1.55%
3,262.43
AAA/AA
AA

2.50 2.35
91282CLQ2 UNITED STATES TREASURY 3.875
10/15/2027 500,000.00 11/15/20244.29%
494,394.53
495,102.48

99.95 3.90%
499,746.10
8,942.31

1.03%
4,643.62
AAA/AA
AA

2.54 2.35
91282CGC9 UNITED STATES TREASURY 3.875
12/31/2027 1,000,000.00 02/06/20233.84%
1,001,445.31
1,000,811.57

99.98 3.88%
999,765.62
9,741.02

2.06%
(1,045.95)
AAA/AA
AA

2.75 2.56
38 , ,,a CHANDLER " '·· ASSET MANAGEMENT

Gain/Loss
Moody's/
S&P/
Fitch
Maturity
Duration
91282CMF5 UNITED STATES TREASURY 4.25
01/15/2028 750,000.00 01/27/20254.24%
750,292.97
750,275.91
100.94

3.89%
757,031.25
6,691.99

1.56%
6,755.34
AAA/AA
AA

2.79 2.59
91282CHE4 UNITED STATES TREASURY 3.625
05/31/2028 525,000.00 10/17/20243.91%
519,934.57
520,567.27

99.18 3.90%
520,693.36
6,378.61

1.07%
126.09
AAA/AA
AA

3.17 2.93
91282CHK0 UNITED STATES TREASURY 4.0
06/30/2028 750,000.00 03/12/20244.13%
743,496.09
745,086.86
100.34

3.89%
752,519.54
7,541.44

1.55%
7,432.68
AAA/AA
AA

3.25 2.99
91282CJA0 UNITED STATES TREASURY 4.625
09/30/2028 500,000.00 10/19/2023

4.95%
492,968.75
495,027.15
102.33

3.91%
511,640.63

63.18 1.05%
16,613.47
AAA/AA
AA

3.50 3.21
91282CJR3 UNITED STATES TREASURY 3.75
12/31/2028 600,000.00 10/17/20243.92%
596,039.06
596,464.83

99.41 3.92%
596,460.94
5,656.08

1.23%
(3.89)
AAA/AA
AA

3.75 3.43
91282CEM9 UNITED STATES TREASURY 2.875
04/30/2029 750,000.00 09/18/20243.51%
729,931.64
732,243.55

96.07 3.93%
720,556.64
9,053.87

1.48%
(11,686.91)
AAA/AA
AA

4.08 3.75
91282CLK5 UNITED STATES TREASURY 3.625
08/31/2029 650,000.00 09/26/20243.56%
651,955.08
651,752.94

98.75 3.94%
641,849.61
2,048.91

1.32%
(9,903.33)
AAA/AA
AA

4.42 4.02
91282CLR0 UNITED STATES TREASURY 4.125
10/31/2029 600,000.00 12/11/20244.38%
600,820.31
600,769.73
100.73

3.95%
604,406.25
10,392.27

1.25%
3,636.52
AAA/AA
AA

4.59 4.07
Total US Treasury 16,400,000.00 4.24%
16,007,954.95
16,267,946.08

99.54 4.00%
16,320,848.63
128,431.82

33.62%
52,902.55

2.07 1.92
Total Portfolio 48,641,147.56 4.49%
47,868,381.50
48,275,628.46

98.10 4.20%
48,538,781.12
351,429.89
100.00%
263,152.66

2.17 1.82
Total Market Value +
Accrued 48,890,211.01
39 , ,,a CHANDLER " '·· ASSET MANAGEMENT

HOLDINGS REPORT
San Rafael Reporting | Account #11046 | As of March 31, 2025 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
CASH
CCYUSD Receivable 709,072.36 --

0.00%
709,072.36
709,072.36

1.00 0.00%
709,072.36

0.00 1.15%

0.00 AAA/AAA
AAA

0.00 0.00
Total Cash 709,072.36 0.00%
709,072.36
709,072.36

1.00 0.00%
709,072.36

0.00 1.15%

0.00 0.00

0.00 LAIF
90LAIF$00 Local Agency Investment Fund
State Pool 60,863,383.40 --

4.31%
60,863,383.40
60,863,383.40

1.00 4.31%
60,863,383.40

0.00 98.85%

0.00 NA/NA
NA

0.00 0.00
Total LAIF 60,863,383.40 4.31%
60,863,383.40
60,863,383.40

1.00 4.31%
60,863,383.40

0.00 98.85%

0.00 0.00

0.00 Total Portfolio 61,572,455.76 4.26%
61,572,455.76
61,572,455.76

1.00 4.26%
61,572,455.76

0.00 100.00%

0.00 0.00

0.00 Total Market Value +
Accrued 61,572,455.76
40 , ,,a CHANDLER " '·· ASSET MANAGEMENT

TRANSACTIONS
41 , ,,a. CHANDLER " '-- ASSET MANAGEMENT

ACQUISITIONS
Purchase 01/09/2025 24422EXZ7 425,000.00 JOHN DEERE CAPITAL CORP

4.65 01/07/2028 99.970 4.66% (424,872.50) 0.00 (424,872.50) 0.00 Purchase 01/24/2025 46647PEU6 280,000.00 JPMORGAN CHASE & CO

4.915 01/24/2029 100.000 4.92% (280,000.00) 0.00 (280,000.00) 0.00 Purchase 01/28/2025 91282CMF5 750,000.00 UNITED STATES TREASURY

4.25 01/15/2028 100.039 4.24% (750,292.97) (1,144.68) (751,437.65) 0.00 Purchase 02/12/2025 532457CV8 300,000.00 ELI LILLY AND CO 4.75 02/12/2030 100.022 4.75% (300,066.00) 0.00 (300,066.00) 0.00 Purchase 02/26/2025 00287YDY2 305,000.00 ABBVIE INC 4.65 03/15/2028 99.867 4.70% (304,594.35) 0.00 (304,594.35) 0.00 Purchase 03/07/2025 02665WFX4 500,000.00 AMERICAN HONDA FINANCE CORP 4.55 03/03/2028 99.851 4.60% (499,255.00) (126.39) (499,381.39) 0.00 Purchase 03/20/2025 459058LR2 295,000.00

INTERNATIONAL BANK

FOR RECONSTRUCTION
AND DEVELOPM 4.125
03/20/2030

99.643 4.20% (293,946.85) 0.00 (293,946.85) 0.00
Purchase 03/31/2025 3137FLMV3 650,000.00 FHMS K-090 A2 3.422 02/25/2029 96.563 4.37% (627,656.25) (1,853.58) (629,509.83) 0.00 Total Purchase 3,505,000.00 (3,480,683.92) (3,124.65) (3,483,808.57) 0.00 TOTAL
ACQUISITIONS 3,505,000.00 (3,480,683.92) (3,124.65) (3,483,808.57) 0.00

DISPOSITIONS
Maturity 01/16/2025 62479LNG6 (750,000.00) MUFG Bank, Ltd. - New York Branch 01/16/2025 100.000 5.43% 750,000.00 0.00 750,000.00 0.00 Maturity 02/28/2025 3130AV7L0 (1,100,000.00) FEDERAL HOME LOAN BANKS 5.0 02/28/2025 100.000 5.07% 1,100,000.00 0.00 1,100,000.00 0.00 Total Maturity (1,850,000.00) 1,850,000.00 0.00 1,850,000.00 0.00 Sale 01/07/2025 24422EWX3 (500,000.00) JOHN DEERE CAPITAL CORP

4.75 06/08/2026 100.367 4.72% 501,835.00 1,913.19 503,748.19 1,613.29 Sale 02/20/2025 91282CAJ0 (200,000.00) UNITED STATES TREASURY

0.25 08/31/2025 97.891 3.74% 195,781.25 238.95 196,020.20 (757.21) Sale 03/07/2025 166764BW9 (700,000.00) CHEVRON CORP 1.554 05/11/2025 99.458 3.65% 696,206.00 3,505.13 699,711.13 (1,299.53) 42 , ,,a CHANDLER " '·· ASSET MANAGEMENT

TRANSACTION LEDGER
City of San Rafael | Account #11045|01/01/2025 Through 03/31/2025| Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/DispYield Amount InterestPur/Sold Total Amount Gain/Loss Total Sale (1,400,000.00) 1,393,822.25 5,657.27 1,399,479.52 (443.45) TOTAL
DISPOSITIONS (3,250,000.00) 3,243,822.25 5,657.27 3,249,479.52 (443.45) 43 , ,,a CHANDLER " '·· ASSET MANAGEMENT

TRANSACTION LEDGER
San Rafael Reporting | Account #11046|01/01/2025 Through 03/31/2025| Transaction
Type
Settlement
Date CUSIP Quantity Security Description Price Acq/DispYield Amount InterestPur/Sold Total Amount Gain/Loss

ACQUISITIONS
Purchase 01/15/2025 90LAIF$00 9,690.36 Local Agency Investment Fund State Pool 1.000 4.36% (9,690.36) 0.00 (9,690.36) 0.00 Purchase 01/15/2025 90LAIF$00 640,184.84 Local Agency Investment Fund State Pool 1.000 4.36% (640,184.84) 0.00 (640,184.84) 0.00 Total Purchase 649,875.20 (649,875.20) 0.00 (649,875.20) 0.00 TOTAL
ACQUISITIONS 649,875.20 (649,875.20) 0.00 (649,875.20) 0.00

DISPOSITIONS
Sale 02/24/2025 90LAIF$00 (7,000,000.00) Local Agency Investment Fund State Pool 1.000 4.32% 7,000,000.00 0.00 7,000,000.00 0.00 Total Sale (7,000,000.00) 7,000,000.00 0.00 7,000,000.00 0.00 TOTAL
DISPOSITIONS (7,000,000.00) 7,000,000.00 0.00 7,000,000.00 0.00 44 , ,,a CHANDLER " '·· ASSET MANAGEMENT

IMPORTANT DISCLOSURES
City of San Rafael | Account #11045 | As of March 31, 2025 2025 Chandler Asset Management, Inc, An Independent Registered Investment Adviser.

Information contained herein is confidential. Prices are provided by ICE Data Services Inc (“IDS”), an independent pricing source. In the event IDS does not provide a price or if the price provided is not reflective of fair market value, Chandler will obtain pricing from an alternative approved third party pricing source in accordance with our written valuation policy and procedures. Our valuation procedures are also disclosed in Item 5 of our Form ADV Part 2A.

Performance results are presented gross-of-advisory fees and represent the client’s Total Return. The deduction of advisory fees lowers performance results. These results include the reinvestment of dividends and other earnings. Past performance may not be indicative of future results. Therefore, clients should not assume that future performance of any specific investment or investment strategy will be profitable or equal to past performance levels. All investment strategies have the potential for profit or loss. Economic factors, market conditions or changes in investment strategies, contributions or withdrawals may materially alter the performance and results of your portfolio.

Index returns assume reinvestment of all distributions. Historical performance results for investment indexes generally do not reflect the deduction of transaction and/or custodial charges or the deduction of an investment management fee, the incurrence of which would have the effect of decreasing historical performance results. It is not possible to invest directly in an index.

Source ICE Data Indices, LLC (“ICE”), used with permission. ICE permits use of the ICE indices and related data on an “asis” basis; ICE, its affiliates and their respective third party suppliers disclaim any and all warranties and representations, express and/or implied, including any warranties of merchantability or fitness for a particular purpose or use, including the indices, index data and any data included in, related to, or derived therefrom. Neither ICE data, its affiliates or their respective third party providers guarantee the quality, adequacy, accuracy, timeliness or completeness of the indices or the index data or any component thereof, and the indices and index data and all components thereof are provided on an “as is” basis and licensee’s use it at licensee’s own risk. ICE data, its affiliates and their respective third party do not sponsor, endorse, or recommend chandler asset management, or any of its products or services.

This report is provided for informational purposes only and should not be construed as a specific investment or legal advice. The information contained herein was obtained from sources believed to be reliable as of the date of publication, but may become outdated or superseded at any time without notice. Any opinions or views expressed are based on current market conditions and are subject to change. This report may contain forecasts and forward-looking statements which are inherently limited and should not be relied upon as indicator of future results. Past performance is not indicative of future results. This report is not intended to constitute an offer, solicitation, recommendation or advice regarding any securities or investment strategy and should not be regarded by recipients as a substitute for the exercise of their own judgment.

Fixed income investments are subject to interest, credit and market risk. Interest rate risk: the value of fixed income investments will decline as interest rates rise. Credit risk: the possibility that the borrower may not be able to repay interest and principal. Low rated bonds generally have to pay higher interest rates to attract investors willing to take on greater risk. Market risk: the bond market in general could decline due to economic conditions, especially during periods of rising interest rates.

Ratings information have been provided by Moody’s, S&P and Fitch through data feeds we believe to be reliable as of the date of this statement, however we cannot guarantee its accuracy.

Security level ratings for U.S. Agency issued mortgage-backed securities (“MBS”) reflect the issuer rating because the securities themselves are not rated. The issuing U.S. Agency guarantees the full and timely payment of both principal and interest and carries a AA+/Aaa/AAA by S&P, Moody’s and Fitch respectively. 45 , ,,a CHANDLER " '·· ASSET MANAGEMENT

BENCHMARK DISCLOSURES
City of San Rafael | Account #11045 | As of March 31, 2025 Benchmark Disclosure
ICE BofA 1-3 Yr US Treasury & Agency Index
The ICE BofA 1-3 Year US Treasury & Agency Index tracks the performance of US dollar denominated US Treasury and nonsubordinated US agency debt issued in the US domestic market. Qualifying securities must have an investment grade rating (based on an average of Moody’s, S&P and Fitch). Qualifying securities must have at least one year remaining term to final maturity and less than three years remaining term to final maturity, at least 18 months to maturity at time of issuance, a fixed coupon schedule, and a minimum amount outstanding of $1 billion for sovereigns and $250 million for agencies. 46 , ,,a CHANDLER " '·· ASSET MANAGEMENT
____________________________________________________________________________________

FOR CITY CLERK ONLY
Council Meeting:

Disposition:

Agenda Item 4.d
Meeting Date: May 5, 2025

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Public Works
Prepared by: Grey Melgard, Associate Civil Engineer
April Miller, Public Works Director
City Manager Approval: __________
TOPIC: PAVEMENT MANAGEMENT PROGRAM – THREE- AND FIVE-YEAR PLAN SUBJECT: RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE A FIRST

AMENDMENT TO THE PROFESSIONAL SERVICES AGREEMENT WITH EL REINO

LARA LLC DBA CAL PAVEMENT MANAGEMENT FOR ADDITIONAL DESIGN AND

PLANNING SERVICES ASSOCIATED WITH THE PAVEMENT MANAGEMENT PROGRAM – THREE- AND FIVE-YEAR PLAN, IN THE AMOUNT NOT TO EXCEED $70,000, INCREASING THE TOTAL NOT-TO-EXCEED AMOUNT UNDER THE AGREEMENT TO $144,500.

RECOMMENDATION:

Staff recommends that the City Council adopt a resolution authorizing the City Manager to execute a first amendment to the professional services agreement with El Reino Lara LLC DBA CAL Pavement Management (“CAL Pavement”) for additional design and planning services associated with the Pavement Management Program (PMP) Three- and Five-Year Plan (“3/5 Year Plan”), in the amount not to exceed $70,000, increasing the total not-to-exceed amount under the agreement to $144,500.

BACKGROUND:

The 3/5 Year Plan is a planning document for the City of San Rafael to improve the City’s entire roadway network over the next several fiscal years. The 3/5 Year Plan contains recommendations for roadway treatments, estimations for project costs, identification of federal and state law compliance areas, and improved technical specifications and calculators. The 3/5 Year Plan aims to improve communication between the City of San Rafael, residents, utility partners, and transit agencies by forecasting estimated paving and restoration projects across the City.

The 3/5 Year Plan is a component of the City’s Annual Pavement Management Program (PMP), which provides vital updates to the City’s 333-lane mile network.

On November 18, 2024, the City Manager executed a Professional Services Agreement with CAL Pavement for design and planning services in an amount not-to-exceed $74,500. ..
, SAN RAFAEL
~n THE CITY WITH A MISSION
V established 1874
SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
ANALYSIS:

Additional design and planning services are needed for the 3/5 Year Plan to successfully deliver a complete planning document. Additional scope includes improved communication tools such as presentations, community flyers, and an interactive digital map to visually see the recommended roadways over the upcoming fiscal years. Services also include updated technical recommendations and specifications for roadways across the City of San Rafael in anticipation of upcoming maintenance projects.

COMMUNITY OUTREACH:

The PMP maintains a website that provides information and updates on program progress. Staff are working with CAL Pavement to update the website to include information about the 3/5 Year Plan and the ongoing efforts by the City of San Rafael to maintain and enhance the pavement network.

FISCAL IMPACT:

CAL Pavement has estimated that $70,000 would be needed to provide additional design and planning services as previously described. This would increase the total contract amount to $144,500.

The Fiscal Year 2024-25 Budget approved by the City Council on June 17, 2024, includes appropriations totaling $3.0 million within the Gas Tax Fund (#206) for the Annual PMP. This amendment would be supported by funding provided through those appropriations.

OPTIONS:

The City Council has the following options to consider on this matter:

1. Adopt the resolution as presented.

2. Do not adopt the resolution and provide further direction to staff.

RECOMMENDED ACTION:

Staff recommends that the City Council adopt a resolution authorizing the City Manager to execute a first amendment to the professional services agreement with El Reino Lara LLC DBA CAL Pavement Management (“CAL Pavement”) for additional design and planning services associated with the Pavement Management Program Three- and Five-Year Plan (“3/5 Year Plan”), in the amount not to exceed $70,000, increasing the total not-to-exceed amount under the agreement of $144,500.

ATTACHMENTS:

1. Resolution – First Amendment to Professional Services Agreement with El Reino Lara LLC DBA CAL Pavement Management

2. First Amendment to Professional Services Agreement with El Reino Lara LLC DBA CAL Pavement Management
RESOLUTION NO. _______

RESOLUTION AUTHORIZING THE CITY MANAGER TO EXECUTE A FIRST AMENDMENT

TO THE PROFESSIONAL SERVICES AGREEMENT WITH EL REINO LARA LLC DBA CAL

PAVEMENT MANAGEMENT FOR ADDITIONAL DESIGN AND PLANNING SERVICES ASSOCIATED WITH THE PAVEMENT MANAGEMENT PROGRAM – THREE- AND FIVEYEAR PLAN, IN THE AMOUNT NOT TO EXCEED $70,000, INCREASING THE TOTAL NOTTO-EXCEED AMOUNT UNDER THE AGREEMENT OF $144,500 WHEREAS, the City of San Rafael entered into a Professional Services Agreement dated November 18, 2024, with El Reino Lara LLC DBA CAL Pavement Management (“CAL Pavement”), for design and planning services associated with the Pavement Management Program Three- and Five-Year Plan (“3/5 Year Plan”), in the amount not to exceed $70,000; and WHEREAS, the City of San Rafael requires additional design and planning services from CAL Pavement to deliver the final planning document; and WHEREAS, staff received a proposal from CAL Pavement for said services in a total amount not to exceed $70,000; and
WHEREAS, staff has reviewed the proposal and found it to be complete and within industry standards; and
WHEREAS, the 3/5 Year Plan is a component of the City of San Rafael’s Annual Pavement Management Program which provides vital updates to the City’s 333-lane mile network; and
WHEREAS, the current FY 2024-25 budget approved by the City Council on June 17, 2024, includes appropriations totaling $3.0 million within the Gas Tax Fund (#206) for the Annual Pavement Management Program.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN RAFAEL RESOLVES as follows:

1. The City Manager is hereby authorized to execute a First Amendment to the Professional Services Agreement with El Reino Lara LLC DBA CAL Pavement Management for design and planning services in the amount of $70,000 for a total contract amount of $144,500 in a form approved by the City Attorney.

2. The Director of Public Works is hereby authorized to take any and all such actions and make changes as may be necessary to accomplish the purpose of this resolution.

I, LINDSAY LARA, Clerk of the City of San Rafael, hereby certify that the foregoing resolution was duly and regularly introduced and adopted at a regular meeting of the City Council of said City on Monday the 5th day of May 2025, by the following vote, to wit:

AYES:

NOES:

Councilmembers:

ABSENT: Councilmembers:

Lindsay Lara, City Clerk
www.calpavements.com
(925) 494-8539
March 31
st, 2025
Grey Shankel Melgard, PE (they/them) | City of San Rafael Associate Civil Engineer
Department of Public Works
Work Cell 415.755.0353
[email protected]
Via email: [email protected]
Letter Proposal to Provide Pavement Management Program – 3- and 5-Year Plan (Amendment) Dear Grey,
Thank you for the opportunity for CAL Pavement Management (CPM) to provide pavement preservation services to assist the City of San Rafael with your pavement management program. CAL Pavement Managements team will utilize its many years of experience and practical application knowledge to provide the following services:

Scope of Work:
• Evaluate the city’s entire pavement network based on Street Saver data and recommend appropriate treatment options. After reviewing the roadway condition in the field, Cesar will prepare a PMP report providing treatment recommendation and ADA updates for each location with maps.
• Help the City in choosing roadway candidates for future projects and assist with the assembly of project scope.
• Deliver a 3-5 Year Pavement Maintenance Plan (PMP)
o 3 year (2026-2028)
o 4-5 year (2029-2030)
• Prepare presentations, reports and calculators for the DPW • Review specifications and provide recommendations.
• Assist with administrative duties related to project management of pavement preservation projects.
• Provide public outreach in English and Spanish
CAL

PAVEMENT MANAGEMENT
www.calpavements.com
(925) 494-8539
CPM will perform these activities on an as-needed basis as directed by the city. The services will be provided at the hourly rates shown below, with a Not-To-Exceed budget of seventy thousand dollars ($70,000.00)
Billing Rate
Standard OT/Saturday (1.5x) DT/Sunday (2x)
Cesar Lara $249.77 N/A N/A
As the CEO/Principal of CAL Pavement Management, I am the individual authorized to bind the firm into a contract with the City. CAL Pavement Managements Contract Manager and main point of contact for this contract will be Cesar Lara. For questions or clarifications regarding the contents of this proposal, please contact Cesar at 925-494-8539 or via email at [email protected]. We look forward to helping the City of San Rafael efficiently apply its maintenance funds and realize long-term cost savings from a focused pavement preservation plan.

Sincerely,
CAL Pavement Management
Cesar A. Lara
CEO/Principal
CAL

PAVEMENT MANAGEMENT
____________________________________________________________________________________

FOR CITY CLERK ONLY
Council Meeting:

Disposition:

Agenda Item No: 4.e
Meeting Date: May 5, 2025

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Public Works
Prepared by: Grey Melgard, Associate Civil
Engineer,
April Miller, Public Works Director
City Manager Approval: __________
TOPIC: METROPOLITAN TRANSPORTATION COMMISSION (MTC) REGIONAL ACTIVE TRANSPORTATION PROGRAM (ATP) CYCLE 7 RESOLUTION OF

LOCAL SUPPORT
SUBJECT: RESOLUTION OF LOCAL SUPPORT AUTHORIZING THE FILING OF AN

APPLICATION FOR FUNDING ASSIGNED TO MTC AND COMMITTING ANY

NECESSARY MATCHING FUNDS AND STATING THE ASSURANCE TO

COMPLETE THE DOWNTOWN SAN RAFAEL NORTH-SOUTH GREENWAY

GAP CLOSURE PROJECT
RECOMMENDATION:

Staff recommends that the City Council adopt the attached resolution of local support authorizing the execution of the grant application, committing any necessary matching funds, and giving assurance to implement the Downtown San Rafael North-South Greenway Gap Closure Project as described in the Project’s Regional Active Transportation Program grant application.

BACKGROUND:

The Downtown San Rafael North-South Greenway Gap Closure Project (“Project”) would implement a two-way bike facility, enhanced pedestrian crossings, wider sidewalks, and new signage along Mission Ave. (Tamalpais Ave. to Hetherton St.), Tamalpais Ave. (Mission Ave. to 4th St.), and 4th St. (Tamalpais Ave. to Grand Ave.) in downtown San Rafael. The Project would close a gap in the Sonoma-Marin Area Rail Transit District’s (SMART) Pathway/Great Redwood Trail and complete one of the remaining gaps in the Marin’s North-South Greenway. The Project looks to provide more accessible connections for active transportation users wishing to reach the SMART pathway as well as the transit hub in downtown San Rafael, where thousands of people connect to local and regional transit services every day.

The State of California established the Active Transportation Program (ATP) in September 2013.

Approximately 40% of the funding is distributed to the large, urbanized area competitive program, which is managed by the ten largest Metropolitan Planning Organizations (“Regional ATP”), including the Metropolitan Transportation Commission (MTC). Cycle 7 program guidelines for the Regional ATP were approved by the California Transportation Commission (CTC) on March 27, 2024, and included $14.4 million in available funds for the region. MTC received 35 applications SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
for the Regional ATP totaling approximately $324 million, twenty-three times the available amount. In February 2025, MTC staff recommended the Project to CTC for funding as part of the Regional ATP Cycle 7 at the requested amount of $4,355,000.

ANALYSIS:

The Project was selected for funding recommendation by MTC staff using the scores provided by the CTC from the evaluation process for the state application as a baseline, with a regional score added by MTC staff. Projects could receive a maximum score of 110 points, and the Project received a final score of 96. Final consideration by the full MTC Commission occurred on February 26, 2025, with the adoption of MTC Resolution No. 4633. A requirement ahead of the allocation of funds for the Project is that the City must adopt a Resolution of Local Support in a template format approved by MTC. The Resolution of Local Support authorizes the execution of the grant application, commits required matching funds, and gives assurance that the Project will be implemented as described in the Project’s Regional ATP application.

COMMUNITY OUTREACH:

The Project is part of a collaborative effort between the City of San Rafael and SMART concerning the Downtown Transit Center Relocation Project. Ongoing communication between the City and SMART will improve the experience of active transportation users in a high-density, highly complex environment in Downtown San Rafael. The Project was discussed with the Bicycle and Pedestrian Advisory Committee (BPAC) during the March 2024 meeting with the intent of applying for the Regional ATP grant.

The Project will conduct additional outreach to impacted communities and residents as progress is made through the environmental and planning phases.

ENVIRONMENTAL DETERMINATION:

In May 2024, the City filed a notice of exemption (NOE) with the County of Marin for the Downtown San Rafael North-South Greenway Gap Closure Project for categorical exemption based on existing facilities (CEQA Guidelines § 15301). The NOE is included in Attachment 2.

FISCAL IMPACT:

The Regional ATP application requires adopting the Resolution of Local Support. The City is currently positioned to receive $4,355,000 to fund the Project. Total project costs are estimated at $5,444,000; the City of San Rafael has committed to funding $1,088,791 of this cost as a 20% local match and it is anticipated this funding will come from Gas Tax (Fund 206). The City has programmed these funds across fiscal years 2026-27 through 2028-29 to complete the respective phases of the Project.

OPTIONS:

The City Council has the following options to consider regarding this matter:

1. Adopt the resolution of local support authorizing filing an application for funding assigned to MTC, committing any necessary matching funds, and stating the assurance to complete the Downtown San Rafael North-South Greenway Gap Closure Project.

2. Do not adopt the resolution of local support as described.

RECOMMENDED ACTION:

SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3
ATTACHMENTS:

1. Resolution of Local Support Downtown San Rafael North-South Greenway Gap Closure Project

2. Notice of Exemption
RESOLUTION NO. _____

RESOLUTION OF LOCAL SUPPORT AUTHORIZING THE FILING OF AN

APPLICATION FOR FUNDING ASSIGNED TO MTC AND COMMITTING ANY

NECESSARY MATCHING FUNDS AND STATING THE ASSURANCE TO COMPLETE

THE DOWNTOWN SAN RAFAEL NORTH-SOUTH GREENWAY GAP CLOSURE

PROJECT
WHEREAS, the City of San Rafael (herein referred to as APPLICANT) is submitting an application to the Metropolitan Transportation Commission (MTC) for $4,355,000 in funding assigned to MTC for programming discretion, which includes federal funding administered by the Federal Highway Administration (FHWA) and federal or state funding administered by the California Transportation Commission (CTC) such as Surface Transportation Block Grant Program (STP) funding, Congestion Mitigation and Air Quality Improvement Program (CMAQ) funding, Carbon Reduction Program (CRP) funding, Transportation Alternatives (TA) set-aside/Active Transportation Program (ATP) funding, and Regional Transportation Improvement Program (RTIP) funding (herein collectively referred to as REGIONAL DISCRETIONARY FUNDING) for the Downtown San Rafael North-South Greenway Gap Closure Project (herein referred to as PROJECT) for the Regional Active Transportation Program (ATP) Cycle 7 (herein referred to as PROGRAM); and
WHEREAS, the United States Congress from time to time enacts and amends legislation to provide funding for various transportation needs and programs, (collectively, the FEDERAL TRANSPORTATION ACT) including, but not limited to the Surface Transportation Block Grant Program (STP) (23 U.S.C. § 133), the Congestion Mitigation and Air Quality Improvement Program (CMAQ) (23 U.S.C. § 149), the Carbon Reduction Program (CRP) (23 U.S.C. § 175), and the Transportation Alternatives (TA) set-aside (23 U.S.C. § 133); and
WHEREAS, state statutes, including California Streets and Highways Code §182.6, §182.7, and §2381(a)(1), and California Government Code §14527, provide various funding programs for the programming discretion of the Metropolitan Planning Organization (MPO) and the Regional Transportation Planning Agency (RTPA); and WHEREAS, pursuant to the FEDERAL TRANSPORTATION ACT, and any regulations promulgated thereunder, eligible project sponsors wishing to receive federal or state funds for a regionally-significant project shall submit an application first with the appropriate MPO, or RTPA, as applicable, for review and inclusion in the federal Transportation Improvement Program (TIP); and
WHEREAS, MTC is the MPO and RTPA for the nine counties of the San Francisco Bay region; and
WHEREAS, MTC has adopted a Regional Project Funding Delivery Policy (MTC Resolution No. 3606, revised) that sets out procedures governing the application and use of REGIONAL DISCRETIONARY FUNDING; and
WHEREAS, APPLICANT is an eligible sponsor for REGIONAL DISCRETIONARY FUNDING; and
WHEREAS, as part of the application for REGIONAL DISCRETIONARY FUNDING, MTC requires a resolution adopted by the responsible implementing agency stating the following:
• the commitment of any required matching funds; and
• that the sponsor understands that the REGIONAL DISCRETIONARY FUNDING is fixed at the programmed amount, and therefore any cost increase cannot be expected to be funded with additional REGIONAL DISCRETIONARY FUNDING; and
• that the PROJECT will comply with the procedures, delivery milestones and funding deadlines specified in the Regional Project Funding Delivery Policy (MTC Resolution No. 3606, revised); and
• the assurance of the sponsor to complete the PROJECT as described in the application, subject to environmental clearance, and if approved, as included in MTC's federal Transportation Improvement Program (TIP); and • that the PROJECT will have adequate staffing resources to deliver and complete the PROJECT within the schedule submitted with the project application; and
• that the PROJECT will comply with all project-specific requirements as set forth in the PROGRAM; and
• that APPLICANT has assigned, and will maintain a single point of contact for all FHWA- and CTC-funded transportation projects to coordinate within the agency and with the respective County Transportation Agency (CTA), MTC, Caltrans, FHWA, and CTC on all communications, inquires or issues that may arise during the federal programming and delivery process for all FHWA- and CTC-funded transportation and transit projects implemented by APPLICANT; and
• in the case of an RTIP project, state law requires PROJECT be included in a local congestion management plan, or be consistent with the capital improvement program adopted pursuant to MTC’s funding agreement with the County Transportation Agency (CTA); and
WHEREAS, that APPLICANT is authorized to submit an application for REGIONAL DISCRETIONARY FUNDING for the PROJECT; and
WHEREAS, there is no legal impediment to APPLICANT making applications for the funds; and
WHEREAS, there is no pending or threatened litigation that might in any way adversely affect the proposed PROJECT, or the ability of APPLICANT to deliver such PROJECT; and
WHEREAS, APPLICANT authorizes its Executive Director, General Manager, or designee to execute and file an application with MTC for REGIONAL DISCRETIONARY FUNDING for the PROJECT as referenced in this resolution; and WHEREAS, MTC requires that a copy of this resolution be transmitted to the MTC in conjunction with the filing of the application.

NOW, THE CITY COUNCIL OF THE CITY OF SAN RAFAEL RESOLVES as follows:

RESOLVED that the APPLICANT is authorized to execute and file an application for funding for the PROJECT for REGIONAL DISCRETIONARY FUNDING under the FEDERAL TRANSPORTATION ACT or continued funding; and be it further RESOLVED that APPLICANT will provide any required matching funds; and be it further RESOLVED that APPLICANT understands that the REGIONAL DISCRETIONARY FUNDING for the project is fixed at the MTC approved programmed amount, and that any cost increases must be funded by the APPLICANT from other funds, and that APPLICANT does not expect any cost increases to be funded with additional REGIONAL DISCRETIONARY FUNDING; and be it further
RESOLVED that APPLICANT understands the funding deadlines associated with these funds and will comply with the provisions and requirements of the Regional Project Funding Delivery Policy (MTC Resolution No. 3606, revised) and APPLICANT has, and will retain the expertise, knowledge and resources necessary to deliver federally-funded transportation and transit projects, and has assigned, and will maintain a single point of contact for all FHWA- and CTC-funded transportation projects to coordinate within the agency and with the respective County Transportation Agency (CTA), MTC, Caltrans, FHWA, and CTC on all communications, inquires or issues that may arise during the federal programming and delivery process for all FHWA- and CTC-funded transportation and transit projects implemented by APPLICANT; and be it further RESOLVED that PROJECT will be implemented as described in the complete application and in this resolution, subject to environmental clearance, and, if approved, for the amount approved by MTC and programmed in the federal TIP; and be it further RESOLVED that APPLICANT has reviewed the PROJECT and has adequate staffing resources to deliver and complete the PROJECT within the schedule submitted with the project application; and be it further
RESOLVED that PROJECT will comply with the requirements as set forth in MTC programming guidelines and project selection procedures for the PROGRAM; and be it further
RESOLVED that, in the case of a transit project, APPLICANT agrees to comply with the requirements of MTC’s Transit Coordination Implementation Plan as set forth in MTC Resolution No. 3866, revised; and be it further
RESOLVED that, in the case of a highway project, APPLICANT agrees to comply with the requirements of MTC’s Traffic Operations System (TOS) Policy as set forth in MTC Resolution No. 4104; and be it further
RESOLVED that, in the case of an RTIP project, PROJECT is included in a local congestion management plan, or is consistent with the capital improvement program adopted pursuant to MTC’s funding agreement with the County Transportation Agency (CTA); and be it further
RESOLVED that APPLICANT is an eligible sponsor of REGIONAL DISCRETIONARY FUNDING funded projects; and be it further
RESOLVED that APPLICANT is authorized to submit an application for REGIONAL DISCRETIONARY FUNDING for the PROJECT; and be it further RESOLVED that there is no legal impediment to APPLICANT making applications for the funds; and be it further
RESOLVED that there is no pending or threatened litigation that might in any way adversely affect the proposed PROJECT, or the ability of APPLICANT to deliver such PROJECT; and be it further
RESOLVED that APPLICANT authorizes its Executive Director, General Manager, City Manager, or designee to execute and file an application with MTC for REGIONAL DISCRETIONARY FUNDING for the PROJECT as referenced in this resolution; and be it further
RESOLVED that a copy of this resolution will be transmitted to the MTC in conjunction with the filing of the application; and be it further
RESOLVED that the MTC is requested to support the application for the PROJECT described in the resolution, and if approved, to include the PROJECT in MTC's federal TIP upon submittal by the project sponsor for TIP programming.

I, LINDSAY LARA, Clerk of the City of San Rafael, hereby certify that the foregoing resolution was duly and regularly introduced and adopted at a regular meeting of the City Council of said City on Monday, the 5th day of May 2025, by the following vote, to wit:

AYES: Councilmembers:

NOES: Councilmembers:

ABSENT: Councilmembers:
__________________
Lindsay Lara, City Clerk
□
Notice of Exemption
To: Office of Planning and Research
P.O. Box 3044, Room 113
Sacramento, CA 95812-3044
21-- 2oz '{- ID I Appendix E
From: (Public Agency): City of San Rafael
111 Morphew Street
San Rafael, CA 94901
Print Form
County Clerk
County of: _M_a_r_in ____ __ _
3501 Civic Center Drive, Room 234
(Address) [F ~ [L ~ [Q)
San Rafael, CA 94903
Project Title: Downtown San Rafael North-South Greenway Gap Closure Project Project Applicant: City of San Rafael Valley Department of Public Works Project Location - Specific:

Mission Avenue, Tamalpais Avenue, Fourth Street
Project Location - City: San Rafael, CA Project Location - County: Marin Description of Nature, Purpose and BeneficiariE;J_s of Project:

MAY 3 O 2024
SHl::LLY $COTT
MA~TYCLERK BY: __ ~ _, Deputy
This is a public project with the City of San Rafael acting as the applicant and Lead Agency. The work consists of construction of a separated bikeway along Mission Avenue between Heatherton Avenue and Tamalpais Avenue, along Tamalpais Avenue between Mission Avenue and Fourth Street, and along Fourth Street from Tamalpais Avenue to Grand Avenue. This initiative aims to bridge an existing gap in the regional North-South Greenway, as well as connect to other existing bicycle facilities. All work will take place in the City of San Rafael.

Name of Public Agency Approving Project: City of San Rafael Department of Public Works Name of Person or Agency Carrying Out Project: City of San Rafael Department of Public Works Exempt Status: (check one):
□ Ministerial (Sec. 21080(b)(1); 15268);
□ Declared Emergency (Sec. 21080(b)(3); 15269(a));
D Emergency Project (Sec. 21080(b)(4); 15269(b)(c));
l!I Categorical Exemption. state type and section number: Section 15301 (c), Existing Facilities □ Statutory Exemptions. State code number: _ ___________________ _ Reasons why project is exempt:

This project will add separated bicycle facilities within the existing right-of-way of roadways in San Rafael. These facilities are in accordance with the description of the Existing Facilities Categorical Exemption (Sec. 15301 (c)), which includes "existing highways and streets, sidewalks, gutters, bicycle and pedestrian trails, and similar facilities ... and other alterations such as the addition of bicycle facilities ... and other similar alterations that do not create additional automobile lanes." This project does not involve expansion of the City's roadway network.

Lead Agency . . . Contact Person: Apnl Miller, Public Works Director Area Code/Telephone/Extension: 415-485-3409 If filed by applicant:

1. Attach certified document of exemption finding .

2. Has a Notice of Exemption been filed by the public agency approving the project? Yes No Signature: Mariana S. Date: 05/28/2024 Title: Junior Engineer • Signed by Lead Agency Signed by Applicant
Authority cited: Sections 21083 and 21110, Public Resources Code.

Reference: Sections 21108, 21152, and 21152.1, Public Resources Code.

Date Received for filing at OPR: _____ _
Revised 2011
____________________________________________________________________________

FOR CITY CLERK ONLY
Council Meeting:

Disposition:

Meeting Date: May 5, 2025
Agenda Item No: 4.f

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Public Works
Prepared by: Lyn Lopez, Junior Engineer
April Miller, Public Works Director
City Manager Approval: __________
TOPIC: CANAL PARKING STRIPING PROJECT NOTICE OF COMPLETION SUBJECT: ACCEPT COMPLETION OF THE CANAL PARKING STRIPING PROJECT, CITY PROJECT NO. 11438, AND AUTHORIZE THE CITY CLERK TO FILE THE NOTICE OF

COMPLETION
RECOMMENDATION:

Staff recommends that the City Council accept the completion of the Canal Parking Striping Project and authorize the City Clerk to file the Notice of Completion.

BACKGROUND:

The City of San Rafael is actively engaged in several construction projects in the Canal neighborhood.

Work on the City’s annual Pavement Management Program projects began in mid-October 2023. The projects utilize slurry sealing and micro-surfacing treatments to maintain the selected roads and extend their service life. The first project took place on four streets in the Canal District, with two layers of microsurfacing on each street. To help address limited parking in the area and improve the traffic safety of the neighborhood, the Canal Parking Striping Project will implement new striping in the Canal neighborhood, which includes installing street parking spaces, as well as installing red and yellow curb areas.

On April 2, 2024, the City Council awarded the construction contract to Bayside Stripe & Seal, Inc. in the amount of $224,000 and approved a construction contingency of $33,600 for a total of $257,000.

Construction began on June 21, 2024, and was completed on November 8, 2024.

ANALYSIS:

Under Civil Code Section 9204, the City must record a Notice of Completion upon City acceptance of the improvements. This acceptance initiates a period during which project subcontractors may file Stop Notices seeking payment from the City for the funds owed to the Contractor for the project work.

FISCAL IMPACT:

The Canal Parking Striping Project was funded through the Gas Tax Fund (#206). The total cost for completion of this project is $224,000 which includes the cost of construction.

The remaining funds of $33,600, consisting of unused contingency, from the Canal Parking Striping Project shall be returned to the Gas Tax Fund (#206) balance for future programming. ~~ ~

SAN RAFAEL
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SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
RECOMMENDED ACTION:

Staff recommends that the City Council accept the completion of the Canal Parking Striping Project and authorize the City Clerk to file the Notice of Completion.

ATTACHMENTS:

1. Notice of Completion
Canal Parking Striping Project 2025 Form NOTICE OF COMPLETION Project #11438 Page 1
Recording Requested By:

The City of San Rafael
When Recorded Mail To:

Lindsay Lara, City Clerk
1400 Fifth Avenue
San Rafael, CA 94901

EXEMPT FROM RECORDING FEES PER
GOVERNMENT CODE §27383
SPACE ABOVE THIS LINE IS FOR RECORDER’S USE

NOTICE OF COMPLETION
Civil Code §§ 8182, 8184, 9204, and 9208
NOTICE IS HEREBY GIVEN THAT:

1. The undersigned is the agent of the owner of the Project described below.

2. Owner’s full name is the City of San Rafael (“City”)

3. City’s address is 1400 Fifth Ave, San Rafael, CA 94901

4. The nature of City’s interest in the Project is:
__ Fee Ownership __ Lessee X Other Public Right of Way Easement

5. Construction work on the Project performed on City’s behalf is generally described as follows: Pavement rehabilitation, pedestrian and bicycle safety improvements, curb ramps and intersection improvements, utility infrastructure updates, intersection lighting and traffic signal upgrades, and reconfiguring the roadway on Grand Ave between 2nd Street and 4th Street.

6. The name of the original Contractor for the Project is: Bayside Stripe and Seal, Inc. located at P.O. Box 703 Petaluma, CA, 94953

7. The Project was accepted as complete on: November 8, 2024

8. The Project is located at: Canal Neighborhood, San Rafael CA 94901 Verification: In signing this document, I, the undersigned, declare under penalty of perjury under the laws of the State of California that I have read this notice, and I know and understand the contents of this notice, and that the facts stated in this notice are true and correct. __________________________ ________________________________ Date and Place Signature
April Miller, Director of Public Works
Name and Title

EXEMPT FROM NOTARY ACKNOWLEDGMENT REQUIREMENTS PER
GOVERNMENT CODE § 27287 AND CIVIL CODE § 9208
____________________________________________________________________________________

FOR CITY CLERK ONLY
Council Meeting:

Disposition:

Agenda Item No: 4.g
Meeting Date: May 5, 2025

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Public Works
Prepared by: Grey Melgard,
Associate Civil Engineer
April Miller, Public Works Director
City Manager Approval: ______________
TOPIC: FY 2025-26 ROAD MAINTENANCE AND REHABILITATION ACCOUNT PROJECTS, FUNDED BY SENATE BILL 1
SUBJECT: RESOLUTION ADOPTING A LIST OF PROJECTS FOR FISCAL YEAR 2025-26 FUNDED BY SENATE BILL 1: THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017; CEQA DETERMINATION: EXEMPT PURSUANT TO CEQA GUIDELINE 15378(b)(5) AND 15061(b)(3)
RECOMMENDATION:

Staff recommends that the City Council adopt a resolution approving a list of projects for Fiscal Year (FY) 2025-26 funded by Senate Bill 1 (SB 1), the Road Repair and Accountability Act of 2017.

BACKGROUND:

On April 28, 2017, Governor Jerry Brown signed SB 1, the Road Repair and Accountability Act, to address the need for additional funding for transportation and infrastructure in California. SB 1 increased per gallon fuel excise taxes, diesel fuel sales taxes, and vehicle registration fees and provided for inflationary adjustments to the tax rates in future years.

SB 1 requires cities and counties to submit a list of projects proposed to be funded by the Road Maintenance and Rehabilitation Account (RMRA) to the California Transportation Commission (CTC) before receiving RMRA funds. Funding for the proposed projects will be appropriated with the City’s Fiscal Year (FY) 2025-26 budget, pending adoption. The approval of this City Council resolution is required to meet the deadline to submit the list of eligible projects for FY 2025-26 to CTC by July 1, 2025.

Cities and counties must also submit an annual project completion report to the CTC to receive RMRA funds. The report must include the following information for all projects for which RMRA funds were expended: description, location, funds expended, completion date, and estimated useful life.

Since 2018, the City of San Rafael has received about $1 million of RMRA funds annually. This revenue is factored into the City’s capital project planning and allocated towards eligible projects in the Capital Improvement Program (CIP). Based on state guidelines, RMRA local streets and roads funds may be allocated for projects related to road maintenance and rehabilitation; safety projects; traffic control ..
, SAN RAFAEL
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SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
devices and “Complete Street” components, which include pedestrian and bicycle safety projects; transit facilities; and drainage and stormwater capture projects in conjunction with any allowable projects. RMRA funds may also satisfy a match requirement for projects eligible for state or federal funds.

ANALYSIS:

The City has used RMRA funds for several road projects in the past several years, including Lincoln Ave Curb Ramps, Smith Ranch Road Resurfacing, Merrydale Promenade, and Francisco Blvd East Resurfacing. More recently, the City spent approximately $620,000 of RMRA funds on the B Street Culvert Replacement project in FY 2024-25. The remaining funds from prior years are rolled over to the following fiscal year and reallocated to eligible projects as defined by the state guidelines.

Staff anticipates the City will receive approximately $1.6 million in new RMRA funding in FY 2025-26.

Please refer to Attachment 2 for more information. These funds are being proposed to be utilized for the following projects:
• Canal Active Transportation Experience Improvement
• Lincoln Ave/Brookdale & Lincoln Ave/Wilson Ct Safety Improvements • Fourth St and West Crescent Dr Intersection Improvements • Francisco Blvd E Mid-Block Crossing Enhancement
• FY 2025-26 Pavement Management Program – Major Maintenance • Lincoln Ave from Second St to Paloma Ave Safety Improvements See Attachment 1 for descriptions and details for the proposed FY 2025-26 RMRA projects list.

ENVIRONMENTAL DETERMINATION:

This action is exempt from the requirements of the California Environmental Quality Act (CEQA) in accordance with CEQA Guidelines Section 15378(b)(5), in that adopting a Resolution approving a list of possible transportation projects does not meet CEQA's definition of a “project,” because the action does not have the potential for resulting in either a direct physical change in the environment or a reasonably foreseeable indirect physical change in the environment and if a “project,” is exempt under the “common sense” exception (14 Cal. Code Regs. § 15061(b)(3)) because it can be seen with certainty that there is no possibility that this action may have a significant effect on the environment.

FISCAL IMPACT:

RMRA revenues will be deposited into the Gas Tax Fund (Fund 206), and projects will be expended from Fund 206. Expenditure details for all RMRA projects will be submitted to the state on an annual basis per the Road Repair and Accountability Act guidelines.

Furthermore, a Maintenance of Effort (MOE) requirement is associated with receiving RMRA funding.

Under Streets and Highways Code Section 2036, a city or county must annually expend from its general fund for street, road, and highway purposes an amount not less than the annual average of its expenditures from its general fund during fiscal years 2009–10, 2010–11, and 2011–12. If a city or county fails to meet the MOE in a fiscal year, they can make it up in the following fiscal year.

The following are the City’s general fund expenditures in street and road repair for the three fiscal years and the 3-year average used to determine MOE requirement:

SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3
FY 2009-10 FY 2010-11 FY 2011-12 AVERAGE
Annual Street and
Road Expenditures
$3,286,015 $2,131,621 $3,516,476 $2,978,037
These expenditures are based on the numbers reported to the State Controller’s Office in the annual streets and roads report. The City has satisfied the MOE requirement for RMRA funds, as street and road expenditures are currently higher than the average for FY 2009-10 to FY 2011-12. The FY 2025-26 general fund budget request for the Streets Maintenance Division (personnel and non-personnel) is estimated at $3,298,207.

OPTIONS:

The City Council has the following options to consider on this matter:

1. Adopt the resolution approving a list of projects for FY 2025-26 funded by SB 1.

2. Do not adopt the resolution and direct staff to revise the list of RMRA-funded projects.

3. Do not adopt the resolution and provide direction to staff.

RECOMMENDED ACTION:

Staff recommends that the City Council adopt a resolution approving a list of projects for Fiscal Year (FY) 2025-26 funded by Senate Bill 1 (SB 1), the Road Repair and Accountability Act of 2017.

ATTACHMENTS:

1. Resolution adopting a list of projects for FY 2025-26 funded by SB 1

2. Estimated RMRA funding for the City of San Rafael (California City Finance) RESOLUTION NO. _______

RESOLUTION OF THE SAN RAFAEL CITY COUNCIL ADOPTING A LIST OF PROJECTS FOR FISCAL YEAR 2025-26 FUNDED BY SENATE BILL 1: THE ROAD REPAIR AND ACCOUNTABILITY ACT OF 2017
WHEREAS, Senate Bill 1 (SB 1), the Road Repair and Accountability Act of 2017 (Chapter 5, Statutes of 2017) was passed by the Legislature and Signed into law by the Governor in April 2017 to address the significant multi-modal transportation funding shortfalls statewide; and
WHEREAS, SB 1 includes accountability and transparency provisions that will ensure the residents of San Rafael are aware of the projects proposed for funding in our community and which projects have been completed each fiscal year; and WHEREAS, the City must adopt by resolution a list of projects proposed to receive fiscal year funding from the Road Maintenance and Rehabilitation Account (RMRA), created by SB 1, which must include a description and the location of each proposed project, a proposed schedule for the project’s completion, and the estimated useful life of the improvement; and
WHEREAS, the City will receive an estimated $1,616,100 in RMRA funding in Fiscal Year 2025-26 from SB 1; and
WHEREAS, this is the ninth year in which the City is receiving SB 1 funding and will enable the City to continue essential road maintenance and rehabilitation projects, safety improvements, repairing and replacing aging bridges, and increasing access and mobility options for the traveling public that would not have otherwise been possible without SB 1; and
WHEREAS, the City used the Project Rating System from its Capital Improvement Program to develop the SB 1 project list to ensure revenues are being used on priority projects for transportation investment; and
WHEREAS, modernizing the local street and road system provides well-paying construction jobs and boosts local economies; and
WHEREAS, the local street and road system is also critical for interconnectivity, multimodal needs, and commerce; and
WHEREAS, police, fire, and emergency medical services all need safe reliable roads to react quickly to emergency calls and a few minutes of delay can be a matter of life and death; and
WHEREAS, maintaining and preserving the local street and road system in good condition will reduce drive times and traffic congestion, improve bicycle safety, and make the pedestrian experience safer and more appealing, which leads to reduce vehicle emissions helping the State achieve its air quality and greenhouse gas emissions reductions goals; and
WHEREAS, the SB 1 project list and overall investment in our local streets and roads infrastructure with a focus on basic maintenance and safety, investing in complete streets infrastructure, and using cutting-edge technology, materials and practices, will have significant positive co-benefits statewide.

NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of San Rafael, State of California, does hereby resolve as follows:

1. The foregoing recitals are true and correct.

2. This action is exempt from the requirements of the California Environmental Quality Act (CEQA) in accordance with CEQA Guidelines Section 15378(b)(5), in that adopting a Resolution approving a list of possible transportation projects does not meet CEQA's definition of a “project,” because the action does not have the potential for resulting in either a direct physical change in the environment or a reasonably foreseeable indirect physical change in the environment and if a “project,” is exempt under the “common sense” exception (14 Cal. Code Regs. § 15061(b)(3)) because it can be seen with certainty that there is no possibility that this action may have a significant effect on the environment.

3. The City Council hereby adopts the following list of projects to be funded in-part or solely with Fiscal Year 2025-26 Road Maintenance and Rehabilitation Account revenues:

Canal Active Transportation Experience Improvements Project • Project Description: This project is aimed at improving the bicycle and pedestrian experience in the Canal neighborhood in East San Rafael.

Improvements include street lighting, curb ramp upgrades, sidewalk gap closures, pedestrians crossing improvements, bus stop improvements, secure bicycle parking, and bicycle boulevard treatments.
• Project Location: Canal neighborhood, East San Rafael • Estimated Project Schedule: Start (July 2025) – Construction (April 2027) • Estimated Project Useful Life: 20 years
Lincoln Ave/Brookdale & Lincoln Ave/Wilson Ct Safety Improvements Project • Project Description: The project includes intersection safety improvements at the intersections of Lincoln Avenue and Brookdale Avenue and Lincoln Avenue and Wilson Court. Improvements include curb extensions, accessible curb ramps, high visibility crosswalk striping, and rapid rectangular flashing beacons.
• Project Location: Intersections of Lincoln Avenue and Brookdale Avenue and Lincoln Avenue and Wilson Court.
• Estimated Project Schedule: Start (July 2025) – Construction (December 2025)
• Estimated Project Useful Life: 20 years
Fourth St and West Crescent Dr Intersection Improvements Project • Project Description: The existing intersection at Fourth Street and West Crescent is a 3-legged tee-configuration with a left turn pocket on the eastbound Fourth Street movement. The project would include accessibility improvements for the pedestrian crossing and signalize the intersection. • Project Location: Intersection of Fourth Street and West Crescent Dr • Estimated Project Schedule: Start (July 2025) – Construction (February 2027)
• Estimated Project Useful Life: 20 years
Francsico Blvd East Mid-Block Crossing Enhancement Project • Project Description: To provide a safe path of travel across Grand Avenue, a pedestrian hybrid beacon with a pedestrian refuge island in the median of Grand Avenue will be installed.
• Project Location: 711 Grand Ave, San Rafael
• Estimated Project Schedule: Design Start (June 2024) – Construction (August 2025)
• Estimated Project Useful Life: 20 years
FY 2025-26 Pavement Management Program – Major Maintenance Project • Project Description: As part of the City’s Pavement Management Program, select streets for application of pavement treatment based on the existing conditions needs and road type. This project plans to slurry seal or micro surface approximately 31 lane miles within the Terra Linda area. • Project Location: Currently proposed streets for maintenance include but are not limited to: Nova Albion Way, Esmeyer Dr., Fowler Ct., Montecillo Road., Tamarack Dr., Wallace Way., and Trellis Dr.
• Estimated Project Schedule: Start (July 2025) – Construction (September 2026)
• Estimated Project Useful Life: 10 years
Lincoln Ave from Second St to Paloma Ave Safety Improvements Project • Project Description: Install protected left turn lane striping and signal phases at multiple signalized intersections. Add intersection safety improvements, traffic signal upgrades, intersection lighting, rectangular rapid flashing beacons, and pedestrian crossing upgrades.
• Project Location: The Lincoln Avenue corridor in San Rafael between Second Street and Paloma Avenue
• Estimated Project Schedule: Start (July 2025) – Construction (September 2028)
• Estimated Project Useful Life: 20 years
I, LINDSAY LARA, Clerk of the City of San Rafael, hereby certify that the foregoing Resolution was duly and regularly introduced and adopted at a regular meeting of the City Council of the City of San Rafael, held on Monday, the 5th day of May 2025, by the following vote, to wit:

AYES: Councilmembers:

NOES: Councilmembers:

ABSENT: Councilmembers:

Lindsay Lara, City Clerk

ATTACHMENT B
Local Streets and Roads - Projected FY2025-26 Revenues
Based on State Dept of Finance statewide revenue projectionsEstimated January 2025 TOTAL Road Mntnc Sec2103 (5) Sec2105 (3) Sec2106 (3) Sec2107 (3) Sec2107.5 (4) HUTA Rehab Acct TOTAL Highway Users Tax Acct (HUTA)(1) Streets & Highways Code

MADERA COUNTY
CHOWCHILLA 122,670 175,363 49,391 167,416 4,000 518,840 505,583 1,024,423 MADERA 423,710 605,718 158,821 578,269 7,500 1,774,017 1,746,320 3,520,337

MARIN COUNTY
BELVEDERE 19,329 13,521 13,244 18,453 1,000 65,547 55,727 121,274 CORTE MADERA 65,002 92,923 45,395 88,712 3,000 295,032 267,904 562,936 FAIRFAX 69,117 48,348 34,995 65,985 2,000 220,445 199,268 419,713 LARKSPUR 119,032 83,265 56,801 113,638 3,000 375,736 343,177 718,914 MILL VALLEY 128,597 89,956 60,979 122,769 3,000 405,301 370,752 776,053 NOVATO 483,828 338,446 216,167 461,902 7,500 1,507,844 1,394,905 2,902,748 ROSS 21,258 14,871 14,087 20,295 1,000 71,511 61,289 132,800 SAN ANSELMO 116,348 81,387 55,628 111,075 3,000 367,438 335,437 702,875 SAN RAFAEL 392,116 560,553 249,686 535,150 7,500 1,745,005 1,616,107 3,361,112 SAUSALITO 64,785 45,318 33,102 61,849 2,000 207,055 186,780 393,835 TIBURON 83,113 58,139 41,109 79,347 2,000 263,709 239,621 503,329

MARIPOSA COUNTY

MENDOCINO COUNTY
FORT BRAGG 65,331 45,700 33,383 62,371 2,000 208,785 188,354 397,139POINT ARENA 4,186 2,928 6,631 3,996 1,000 18,742 12,069 30,811 UKIAH 151,084 105,686 70,901 144,237 4,000 475,907 435,583 911,490 WILLITS 45,019 31,492 24,497 42,979 1,000 144,987 129,793 274,780

MERCED COUNTY
ATWATER 202,160 288,999 94,799 275,903 6,000 867,861 833,202 1,701,062 DOS PALOS 52,736 36,890 21,223 50,347 2,000 163,196 152,042 315,238 GUSTINE 55,321 38,698 22,028 52,814 2,000 170,861 159,493 330,354LIVINGSTON 130,007 90,942 45,286 124,116 3,000 393,352 374,819 768,170 LOS BANOS 431,528 301,861 139,185 411,973 6,000 1,290,548 1,244,122 2,534,670 MERCED 835,746 584,619 265,066 797,873 7,500 2,490,805 2,409,508 4,900,312

MODOC COUNTY
ALTURAS 24,753 17,315 14,189 25,585 1,000 82,843 71,364 154,207

MONO COUNTY
MAMMOTH LAKES 65,704 45,961 64,448 1,796,454 2,000 1,974,568 189,430 2,163,997 15 January 2025 CaliforniaCityFinance.com Page 7 of 16
____________________________________________________________________________________

FOR CITY CLERK ONLY
Council Meeting: _______________________
Disposition: ___________________________
Agenda Item No: 5.a
Meeting Date: May 5, 2025

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: FIRE DEPARTMENT
Prepared by: Quinn Gardner, Deputy Director of
Emergency Management
City Manager Approval: ______________
TOPIC: LOCAL RESPONSIBILITY AREA FIRE HAZARD SEVERITY ZONE MAPS SUBJECT: INTRODUCTION OF AN ORDINANCE OF THE CITY OF SAN RAFAEL TO

DESIGNATE FIRE HAZARD SEVERITY ZONES IN LOCAL RESPONSIBILITY AREAS RECOMMENDATION:

Staff recommends that the City Council introduce an Ordinance to designate fire hazard severity zones in local responsibility areas, waive further reading of the Ordinance, and refer to it by title only.

BACKGROUND:

The California Office of the State Fire Marshal, under the direction of CAL FIRE, has issued updated Fire Hazard Severity Zone (FHSZ) maps for Local Responsibility Areas (LRAs) throughout the state, including the City of San Rafael. These maps identify areas within local jurisdictional boundaries where wildfire hazards are present, using a consistent, science-based methodology.

Local Responsibility Areas are areas where wildfire prevention and suppression are the responsibility of the local government. In contrast, State Responsibility Areas (SRAs)—such as China Camp State Park, portions of Lucas Valley, north San Rafael around St. Vincent, and certain Marin County Parks—fall under the primary responsibility of CAL FIRE or its contracted agencies.

FHSZ mapping has been required for SRAs since 1985. However, recent legislation—specifically Senate Bill 63 (Stern, 2021)—now mandates the adoption of all three fire hazard severity classes (Moderate, High, and Very High) within LRAs. Previously, only Very High FHSZ designations were required for local jurisdictions.

The updated FHSZ maps are based on advanced fire behavior modeling and incorporate new scientific data, including localized climate patterns, vegetation types, fire history, and terrain. The maps assess hazard—defined as the probability and intensity of wildfire behavior in a given area—not risk, which would consider existing or planned mitigation measures such as defensible space or hardened structures.

SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
There are three FHSZ classifications:
• Moderate
• High
• Very High
These designations do not reflect risk or specific threats to individual properties but provide a foundational hazard baseline to inform policy, planning, and emergency response.

The City did not participate in creating the maps but has the authority to request higher classification designation for mapped areas or add additional areas to the map. These maps do not replace or alter the existing Wildland Urban Interface Maps.

ANALYSIS:

The designation of Fire Hazard Severity Zones within LRAs is critical in supporting land use decisions, building code enforcement, public safety policies, and long-term wildfire resilience planning. A uniform, science-driven approach across SRA and LRA jurisdictions enhances regional consistency in wildfire mitigation and response coordination.

The City of San Rafael has reviewed the updated FHSZ map and finds no basis to challenge or request changes to the hazard designations proposed for our jurisdiction. The designations appear reasonably appropriate given the City’s geography, topography, fire history, and existing WUI boundary.

Under Government Code Section 51178, the City is required to:
• Make the proposed FHSZ map available for public review; • Conduct a public comment period; and
• Adopt a local ordinance designating the zones within 120 days of receiving the maps from the State Fire Marshal.

The City of San Rafael received the updated LRA FHSZ maps on February 24, 2025. Adopting this Ordinance by June 2025 will ensure compliance with state law and reinforce the City’s ongoing commitment to wildfire safety and resilience.

Adopting the proposed map will require approximately 2,000 properties within the City to receive re-sale inspections under Assembly Bill (AB) 38. AB 38 went into effect on January 1, 2021, and requires a defensible space inspection when residential properties in High or Very High Fire Hazard Severity Zones are sold. The purpose of the inspection is to ensure compliance with local defensible space regulations and proper property maintenance before the transfer of ownership. The City’s existing inspection program will complete these evaluations.

COMMUNITY OUTREACH:

Fire Department staff made the FHSZ maps publicly available on the City’s website on March 18, 2025, with three options: email, mail, and an online form for the public to submit feedback and comments. Staff has spoken about the maps at five community meetings, directly reaching over 300 residents. Outreach has also included social media content and Public Notice via the Marin IJ. Comments focused on concerns regarding insurance coverage and questions about the designations of specific properties.

Upon adoption of the FHSZ Ordinance, staff will coordinate additional communications to ensure residents are informed of zone designations and related responsibilities.

SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3
FISCAL IMPACT:

There is no direct fiscal impact associated with the adoption of this Ordinance. Implementation and enforcement will be carried out using existing Fire Department resources. Adoption may enhance the City's eligibility for future state or federal wildfire mitigation funding.

OPTIONS:

The City Council has the following options to consider on this matter:

1. Conduct the public hearing and first reading the Ordinance by title only.

2. Direct staff to return with more information.

3. Take no action.

RECOMMENDED ACTION:

ATTACHMENTS:

1. Ordinance Designating Fire Hazard Severity Zones in LRAs

2. CAL FIRE LRA Fire Hazard Severity Zone Map – San Rafael

3. Public Comment
1 ORDINANCE NO.

AN ORDINANCE OF THE CITY OF SAN RAFAEL TO DESIGNATE FIRE HAZARD SEVERITY ZONES IN LOCAL RESPONSIBILITY AREAS.

WHEREAS, pursuant to Government Code 51178, the State Fire Marshal shall identify areas in the state as moderate, high, and very high fire hazard severity zones based on consistent statewide criteria and based on the severity of fire hazard that is expected to prevail in those areas.

WHEREAS, moderate, high, and very high fire hazard severity zones shall be based on fuel loading, slope, fire weather, and other relevant factors including areas where winds have been identified by the Office of the State Fire Marshal as a major cause of wildfire spread.

WHEREAS, Local Responsibility Areas (LRA) are in incorporated cities, urban regions, agricultural lands, and portions of the desert where the local government is responsible for wildfire protection. This is typically provided by city departments, fire protection districts, counties, and by CALFIRE under contract.

WHEREAS, the City of San Rafael recognizes the increasing threat of wildfires to life, property, and natural resources, particularly in areas where urban development intersects with wildland vegetation; and
WHEREAS, the City Council of San Rafael previously adopted the 38-point Wildfire Prevention and Protection Action Plan, a comprehensive framework for wildfire mitigation that includes actions such as community education, defensible space enforcement, fuel reduction, and infrastructure hardening; and
WHEREAS, the City of San Rafael has adopted Wildland-Urban Interface (WUI) building standards that strengthen new construction and retrofits within identified fire hazard areas to improve structural resilience and reduce ignition risks; and WHEREAS, the City continues to implement progressive Vegetation Management Standards through its fire prevention codes, including regulations on defensible space, hazardous vegetation removal, and maintenance of landscape materials to reduce fire fuel loads; and
WHEREAS, pursuant to Government Code Section 51179, the City is required to designate by ordinance, moderate, high, and very high fire hazard severity zones in its 2 jurisdiction within 120 days of receiving recommendations from the State Fire Marshal pursuant to Government Code Section 51178; and
WHEREAS, the designation of Fire Hazard Severity Zones supports San Rafael's longterm strategic efforts to protect public safety, guide appropriate land use planning, and align local actions with state wildfire resilience initiatives.

NOW THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN RAFAEL DOES ORDAIN AS FOLLOWS:

SECTION 1. DESIGNATION OF FIRE HAZARD SEVERITY ZONES

1. The City hereby designates the Fire Hazard Severity Zones as recommended by the California Department of Forestry and Fire Protection pursuant to Government Code Section 51178.

2. The map approved by the City, is hereby incorporated by reference, and entitled “City of San Rafael LRA Fire Hazard Severity Zones.”

3. The official map is located electronically with the City of San Rafael at www.SRFD.org
SECTION 2. SEVERABILITY
Every section, paragraph, clause, and phrase of this Ordinance is hereby declared to be severable. If for any reason, any section, paragraph, clause, or phrase is held to be invalid or unconstitutional, such invalidity or unconstitutionality shall not affect the validity or constitutionality of the remaining sections, paragraphs, clauses or phrases, and the remaining portions or this Ordinance shall continue in full force and effect unless amended or modified by the City.

SECTION 3. EFFECTIVE DATE AND PUBLICATION
This Ordinance shall be published once, in full or in summary form, before its final passage, in a newspaper of general circulation, published and circulated in the City of San Rafael and shall be in full force and effect 30 days after its adoption. If published in summary form, the summary shall also be published within fifteen (15) days after the adoption, together with the names of those Councilmembers voting for or against same, in a newspaper of general circulation published and circulated in the City of San Rafael, County of Marin, State of California. Within fifteen (15) days after adoption, the City Clerk shall also post in the office of the City Clerk, a certified copy of the full text of this Ordinance along with the names of those Councilmembers voting for and against the Ordinance.
3 THE FOREGOING ORDINANCE was first read and introduced at a regular meeting of the San Rafael City Council on the 5th day of May 2025, and was passed and adopted at a regular meeting of the San Rafael City Council on the 19th of May 2025, by the following vote, to wit:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:
_____________________
Kate Colin, Mayor
ATTEST:
_____________________
Lindsay Lara, City Clerk
City and County boundaries as of 10/22/24 (CA Board of Equalization) CAL FIRE State Responsibility Areas (SRA25_1)
CAL FIRE Fire Hazard Severity Zones (FHSZSRA23_3, FHSZLRA_25_1) Data Sources:

Daniel Berlant, State Fire Marshal, CA Department of Forestry and Fire Protection Joe Tyler, Director/Fire Chief, CA Department of Forestry and Fire Protection Wade Crowfoot, Secretary for Natural Resources, CA Natural Resources Agency The State of California and the Department of Forestry and Fire Gavin Newsom, Governor, State of California Protection make no representations or warranties regarding the accuracy of data or maps. Neither the State nor the Department shall be liable under any circumstances for any direct, special, incidental, or consequential damages with respect to any claim by any user or third party on account of, or arising from, the use of data or maps. and other relevant factors including areas where winds
have been identified by the Office of the State Fire Marshal as a major cause of wildfire spread.
statewide criteria and based on the severity of fire hazard that is expected to prevail in those areas. Moderate, high, and very high fire hazard severity zones shall be based on fuel loading, slope, fire weather, Government Code section 51178 requires the State Fire
Marshal to identify areas in the state as moderate, high, and very high fire hazard severity zones based on consistent Waterbody
Federal Responsibility
Area (FRA)
Unzoned LRA
Incorporated City
Projection: NAD 83 California Teale Albers
Scale: 1:52,000 at 11" x 17"
Km 0 0.5 1 1.5 2 2.5 3 3.5 4
Mi 0 0.5 1 1.5 2 2.5
Very High High Moderate
Fire Hazard Severity Zones in State Responsibility
Area (SRA), Effective April 1, 2024
Very High High Moderate
Fire Hazard Severity Zones (FHSZ) in Local Responsibility Area (LRA), as Identified by the State Fire Marshal
San Rafael
580
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February 24, 2025
As Identified by the
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CITY OF SAN RAFAEL – MARIN COUNTY
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From: SRFD Defensible Space
To: Kate Anderson
Subject: FW: Picnic Ave
Date: Thursday, April 24, 2025 11:31:00 AM
Attachments: image001.png
Thank you,
-Nicole
Nicole Marcucci (She/Her/Hers)
Defensible Space Inspector
Wildfire Mitigation Team
City of San Rafael
1375 Fifth Ave
San Rafael, CA 94901
Monday to Friday from 8:30am to 5pm: (415) 485-3054
From: Emily Courtney <[email protected]>
Sent: Friday, April 4, 2025 11:09 PM
To: SRFD Defensible Space <[email protected]> Subject: Picnic Ave
Hi,
I don't believe that the East side of Picnic Ave, closest to Davidson and Woodland Ave, should be included in the yellow zone of the fire map.

Thanks,
Emily

SAN RAFAEL FIRE DEPARTMENT
From: SRFD Defensible Space
To: Kate Anderson
Subject: FW: Voice Mail (34 seconds)
Date: Thursday, April 24, 2025 11:34:00 AM
Attachments: audio.mp3
image001.png
Thank you,
-Nicole
Nicole Marcucci (She/Her/Hers)
Defensible Space Inspector
Wildfire Mitigation Team
City of San Rafael
1375 Fifth Ave
San Rafael, CA 94901
Monday to Friday from 8:30am to 5pm: (415) 485-3054
From: +1 415-271-1159 <+14152711159>
Sent: Tuesday, April 22, 2025 10:28 AM
To: SRFD Defensible Space Vegetation Mgmt <[email protected]> Subject: Voice Mail (34 seconds)
Hi, My name is Jennifer Matkin. My number is 415-271-1159. I actually have a question about the new fired Fire Hazard Severity zones map, just mostly because our house is kind of an anomaly in our neighborhood and we've been doing quite a bit of fire mitigation work. So I wanted to ask somebody about that. I called the number on the map that's showing as an. It's actually not going through to anybody. If this isn't the right number. You have any advice about where I can call? I'd appreciate it.

Thank you. Bye. Bye.

You received a voice mail from +1 415-271-1159.

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____________________________________________________________________________________

FOR CITY CLERK ONLY
Council Meeting:

Disposition:

Agenda Item No: 5.b
Meeting Date: May 5, 2025

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Finance
Prepared by: Paul Navazio, Finance Director City Manager Approval: _________ TOPIC: PURCHASING POLICY AND PUBLIC WORKS CONTRACTS POLICY UPDATES SUBJECT: 1) INTRODUCTION OF AN ORDINANCE AMENDING CHAPTER 2.55 OF THE SAN RAFAEL MUNICIPAL CODE TITLED “PURCHASING POLICY;” CEQA
DETERMINATION: EXEMPT PURSUANT TO CEQA GUIDELINE 15061(b)(3) 2) INTRODUCTION OF AN ORDINANCE AMENDING CHAPTER 11.50 OF THE SAN RAFAEL MUNICIPAL CODE, TITLED “PUBLIC WORKS CONTRACT POLICY; CEQA DETERMINATION: EXEMPT PURSUANT TO CEQA GUIDELINE 15061(b)(3) RECOMMENDATION:

Staff recommends that the City Council:
1) Waive further reading of the ordinance, refer to it by title only, and introduce an ordinance of the San Rafael City Council amending Chapter 2.55 of the San Rafael Municipal Code, titled “Purchasing Policy”; and
2) Waive further reading of the ordinance, refer to it by title only, and introduce an ordinance of the San Rafael City Council amending Chapter 11.50 of the San Rafael Municipal Code, titled “Public Works Contract Policy.”
BACKGROUND:

Purchasing Policy. The City of San Rafael’s Purchasing Policy is set forth in Chapter 2.55 of the San Rafael Municipal Code (SRMC Ch. 2.55). The City adopted its current Purchasing Policy in 1994 and added provisions relating to the procurement of professional services in 1997.

In 2018, the Purchasing Policy was updated to a) increase the City Manager’s award authority from $35,000 to $75,000, b) permit the City Manager to delegate authority under the Purchasing Policy, and c) require the City Manager to execute an administrative policy to provide procedural guidance relating to the implementation of the Purchasing Policy, and d) update requirements relating to competitive bidding procedures. The 2018 update significantly aligned the City’s Purchasing Policy with best practices related to local government procurement of services, supplies, materials, and equipment.

SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 2
Public Works Contract Policy. The City’s Public Works Contract Policy is set forth in Chapter 11.50 of the San Rafael Municipal Code (SRMC Ch. 11.50). The City codified the Public Works Contract Policy in 1994, and most recently amended it in 2023, largely to conform to, and adopt bidding procedures for construction contracts, via separate resolution, consistent with requirements established by the Public Construction Cost Accounting Act (UPCCAA).

State laws governing award and bidding requirements for municipal construction contracts are provided in the Public Contracts Code (“PCC”). As a charter city, the City of San Rafael’s charter and ordinance provisions govern relevant provisions of the PCC. Municipalities may also opt-in to the UPCCAA, a subset of the PCC, which sets uniform and simplified bidding procedures for construction contracts. (PCC § 22001, et seq.). While the City has not opted into the UPCCAA, the City’s current Public Works Contract policy and companion resolution set the dollar thresholds for awarding the City’s public works (construction) contracts to match those under the UPCCAA.

The proposed updates to the City Purchasing Policy and Public Works Contract Policy were presented and discussed at the Finance Sub-Committee meeting on April 16, 2025.

ANALYSIS:

Selected updates to the City’s current Purchasing and Public Works Contract policies are being proposed to ensure alignment with best practices and support efficient and effective application of the policies in the administration of the City’s procurement activities. The proposed policy updates also serve to inform the design and configuration of appropriate internal control settings within the City’s new Tyler/Munis Enterprise Resource Planning (ERP) financial system’s budgeting, purchasing, and contract management modules, scheduled to “go-live” concurrent with the start of fiscal year (FY) 2025-26 (July 1, 2025).

Purchasing Policy. The first ordinance being proposed for introduction through this agenda item would amend Chapter 2.55 of the San Rafael Municipal Code titled "Purchasing Policy" as follows:

Increase the City Manager’s award authority from $75,000 to $100,000. The City Manager’s award authority was last updated in 2018 to $75,000 for services, supplies, equipment, and professional services. This aligned the City Manager’s award authority with that of city managers in comparable cities (all cities in the San Francisco-Oakland-Fremont, CA Metropolitan Statistical Area with a population of 45,000 and above).

The recommendation to increase the City Manager’s award authority under the City’s Purchasing Policy to $100,000 effectively implements an inflationary adjustment to the award authority, consistent with the 28% increase in the Bay Area, All-Urban Consumer Price Index since 2018. Increasing the City Manager’s award authority to $100,000 would also maintain general alignment with City Managers’ award authority across comparable Bay Area cities. Additionally, increasing the award authority would save considerable time and staffing resources typically used with the City Council award process. It is important to note that the City Council must appropriate the funds used for any purchase during the annual budget process.

This adjustment to the City Manager’s award authority for supplies, services, equipment, and professional services, along with the existing provision within the Purchasing Policy related to the delegation of the City Manager’s award authority, will inform and greatly facilitate the design and configuration of internal control setting within the City’s new Tyler/Munis financial system in the context of procurement transaction approval workflows.

SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3
Clarifying the application of the award authority to change orders to contracts or purchase orders.

The existing Purchasing Policy includes a provision (Ch. 2.55.040 C) whereby “modifications to contracts or purchase orders...may be approved by the city manager if the dollar value of the modification is within their award authority.”
At the beginning of the current fiscal year (July 1, 2024) the City’s administrative policy and guidelines were updated to clarify that, for application of this provision, award authority is to be determined based on the total cost (original plus modification(s)) of the amended contract or purchase order. The recommendation to reflect this clarification in the amended Purchasing Policy serves to codify the recent change and current practice.

Clarifying the requirement of available unencumbered budget appropriations.

The existing Purchasing Policy includes a provision (Ch. 2.55.080) that states that “no purchase order or any contract shall be approved for supplies, materials, equipment or services unless there exists an unencumbered appropriation in the fund account against which said purchase or contract is to be charged.”
Staff recommends adding language to this provision to clarify that for multi-year contracts where appropriations are provided annually through the budget process, such contracts include a provision whereby the City’s obligation to the contract is contingent on future Council-approved budget appropriations. Language is also proposed to clarify that the requirement for unencumbered appropriations applies to contract modifications and the original contract.

Updating the requirement for competitive bidding procedures.

The City’s current Purchasing Policy defines three types of competitive bidding procedures: Informal Bids for purchases between $5,000 and $75,000, and Competitive Sealed Bids and Competitive Sealed Proposals for purchases that exceed $75,000. The Informal Bids procedure requires the solicitation of bids from at least three providers, whereas the Competitive Sealed Bids or Competitive Sealed Proposals procedure (commonly referred to as “formal bidding”) requires, among other tasks, an Invitation for Bids, a Notice Inviting Bids, a Bid Opening, and more. Formal bidding procedures are staff-intensive and are typically used for purchases of a high-dollar value. Both informal and formal bidding procedures require that a contract or purchase be awarded to the lowest responsive and responsible bidder. Awards of contracts or purchases requiring formal bidding procedures are approved by the City Council.

Concurrent with the recommendation to increase the City Manager’s award authority from $75,000 to $100,000, staff also recommends that the Purchasing Policy be amended to increase the dollar threshold requiring ‘formal bidding” from $75,000 to $100,000. This recommendation results in the alignment of the award authority and formal bidding requirements such that the City Council will award all purchases or contracts requiring formal competitive bidding procedures. There are no proposed changes to the Purchasing Policy related to transactions exempted from competitive bidding procedures (emergencies, sole source procurement, professional services and use of cooperative purchasing programs) per SRMC

2.55.100.

All the revisions to the existing Purchasing Policy are included in the attached draft ordinance updating the SRMC Ch 2.55- Purchasing Policy (Attachment 1).

Public Works Contract Policy. The second ordinance being proposed for introduction through this agenda item would amend Chapter 11.50 of the San Rafael Municipal Code titled "Public Works Contract Policy" as follows:

Clarifying the requirement of available unencumbered budget appropriations.

SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 4
The existing Public Works Contract Policy includes a provision (Ch. 11.50.040) that states that “no contract for public works shall be approved for supplies, materials, equipment or services unless there exists an unencumbered appropriation in the fund account against which said contract is to be charged.” Staff recommends that language be added to this provision to clarify that for multi-year maintenance contracts where appropriations are provided annually through the budget process, such contracts include a provision whereby the City’s obligation to the contract is contingent on future Council-approved budget appropriations. Language is also proposed to clarify that the requirement for unencumbered appropriations applies to contract modifications and the original contract.

Clarify that the Public Works Contract Award Authority rests with the City Manager or designee.

The existing Public Works Contract Policy provides the bids on “major projects”, as defined, shall be awarded by the City Council, and that bids on “minor” contracts, as defined, may be awarded by the (Public Works) Director (Ch. 11.50.110 C).

Staff recommends that this provision be updated so that the contract authority for “minor contracts” rests with the City Manager or their designee. This recommendation supports the principle that the City Manager is the formal authority to which City Council authority is delegated and further ensures that no individual Director has contract award authority that exceeds that of the City Manager. As proposed, the City Manager would, in turn, have the authority to delegate their authority as appropriate.

Revisions to the existing Public Works Contract Policy are included in the attached draft ordinance updating the SRMC Ch 11.50- Public Works Contract Policy (Attachment 2).

FISCAL IMPACT:

There is no fiscal impact associated with this item.

ENVIRONMENTAL REVIEW:

Both ordinances are exempt from environmental review under the commonsense exemption under the California Environmental Quality Act (“CEQA”) Guideline 15061(b)(3) because neither ordinance is likely to impact the environment.

OPTIONS:

The City Council has the following options to consider on this matter:

1. Conduct a public hearing and pass the ordinances to print.

2. Conduct a public hearing and pass the ordinances to print with modifications.

3. Direct staff to return with more information.

4. Take no action.

RECOMMENDED ACTION:

1. Ordinance amending SRMC Chapter 2.55 – Purchasing Policy

2. Ordinance amending SRMC Chapter 11.50 – Public Works Contract Policy 1 ORDINANCE NO. _____

AN ORDINANCE OF THE CITY OF SAN RAFAEL AMENDING CHAPTER

2.55 OF THE SAN RAFAEL MUNICIPAL CODE ENTITLED “PURCHASING POLICY” TO UPDATE THE CITY OF SAN RAFAEL’S PURCHASING

POLICIES AND PROCEDURES
WHEREAS, in 1994, the San Rafael City Council adopted Ordinance No. 1661, adding Chapter 2.55, Purchasing Policy, to the San Rafael Municipal Code; and WHEREAS, in 1997, the San Rafael City Council adopted Ordinance No. 1707, adding Chapter 2.60, Professional Services Agreements, to the San Rafael Municipal Code; and WHEREAS, in 2018 the San Rafael City Council adopted Ordinance No.1975 amending Chapters 2.55 and repealing Chapter 2.60 of the San Rafael Municipal Code to consolidate the City of San Rafael’s purchasing policies and procedures for procurement of supplies, materials, equipment and services; and
WHEREAS, the City of San Rafael’s purchasing policies and procedures require updates periodically in order to reflect best practices in procurement and purchasing, as well as to comply with evolving federal and state requirements; and WHEREAS, the City Council desires to amend Chapter 2.55 of the San Rafael Municipal Code in order to update the City’s purchasing policies and procedures in order to reflect best practices in procurement and purchasing while also promoting efficiency and effectiveness of exercise of the City’s procurement activities; WHEREAS, the City’s purchasing policy established the City Manager’s award authority, which was last adjusted in 2018, and the City Council desired to provide for inflationary adjustment to increase the City Manager’s award authority from $75,000 to $100,000; and
WHEREAS, the City purchasing policy establishes dollar thresholds and award authority for informal and formal bidding procedures, and whereby the current policy establishes that informal bids, defined as not exceeding $75,000, shall be awarded by the City Manager, and formal bid awards, defined as exceeding $75,000 shall be awarded by the City Council; and
WHEREA, the City Council desires to update the dollar threshold for distinguishing between informal and formal bid requirements from $75,000 to $100,000; and WHEREAS, the City’s purchasing policy provides that award authority for modifications to contracts or purchase orders may be awarded by the City Manager if the dollar value of the modification is within their award authority; and 2 WHEREAS, in July 2024 the City’s internal purchasing administrative procedures developed to ensure compliance with the purchasing policy were updated to clarify that for application of contract award authority, the value of a modification is determined by the total value of the original contract or purchase order, plus the dollar amount of the modification and the City Council desires to codify this clarification with the City’s formal purchasing policy; and,
WHEREAS, City’s purchasing provides that no contract or purchase order shall be awarded without sufficient available budget appropriations within the account to which the contract is to be charged; and the City Council desires to amend the policy to include requirements for multi-year contracts where funding is provided annually through the budget process; and

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN RAFAEL DOES HEREBY ORDAIN AS FOLLOWS:

DIVISION 1:

Chapter 2.55 of the San Rafael Municipal Code entitled “Purchasing Policy” is hereby amended as follows: Additions are shown in underline and deletions in strikethrough.

CHAPTER 2.55 – PURCHASING POLICY

2.55.020 - Definitions.

As used in this chapter, the following terms are defined as follows:

G. "Purchasing agent" shall mean the city manager or theirhis or her designee.

2.55.040 - Award authority.

A. If the amount of any purchase or contract exceeds seventy-five one hundred thousand dollars ($75,000.00$100,000), bids shall be awarded by the City Council. Purchases or contracts equal to or less than seventy-five one hundred thousand dollars ($75,000.00$100,000) shall be awarded by the city manager or their designee.

B. No purchases made by any person, or in any manner other than as described herein, shall be binding upon the City or constitute a lawful charge against any City funds.

C. Modifications to contracts or purchase orders which represent no change in the scope of the character of material or services provided in the original contract or purchase order may be approved by the city manager or purchasing agent if the dollar value of the original contract to purchase order plus the modification is within their award authority.

2.55.080 - Encumbrance of funds.
3 Except in cases of emergency, no purchase order or any contract or any modification thereto shall be approved for supplies, materials, equipment or services unless there exists an unencumbered appropriation in the fund account against which said purchase or contract is to be charged. Multi-year contracts where appropriations are provided on an annual basis shall be awarded subject to future budget appropriations.

2.55.260 – Informal bids.

Any contract or purchase not exceeding seventy-five thousand one hundred thousand dollars ($75,000.00$100,000) may be made in accordance with informal bidding procedures; provided, however, that requirements shall not be artificially divided so as to constitute a purchase under this section.

DIVISION 2:

This Ordinance is exempt from the California Environmental Quality Act (“CEQA”) pursuant to the State CEQA Guidelines, since it can be seen with certainty that there is no possibility that this Ordinance or its implementation would have a significant effect on the environment (14 Cal. Code Regs. Section 15061(b)(3)).

DIVISION 3:

If any section, subsection, sentence, clause, or phrase of this Ordinance is for any reason held to be invalid, such decision shall not affect the validity of the remaining portions of this Ordinance. The City Council hereby declares that it would have adopted the Ordinance and each section, subsection, sentence, clause, or phrase thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses, or phrases be declared invalid.

DIVISION 4:

A summary of this Ordinance shall be published and a certified copy of the full text of this Ordinance shall be posted in the office of the City Clerk at least five (5) days prior to the City Council meeting at which it is adopted.

This Ordinance shall be in full force and effect thirty (30) days after its final passage, and the summary of this Ordinance shall be published within fifteen (15) days after the adoption, together with the names of the Councilmembers voting for or against same, in the Marin Independent Journal, a newspaper of general circulation published and circulated in the City of San Rafael, County of Marin, State of California.

Within fifteen (15) days after adoption, the City Clerk shall also post in the office of the City Clerk, a certified copy of the full text of this Ordinance along with the names of those Councilmembers voting for and against the Ordinance. 4 THE FOREGOING ORDINANCE was first read and introduced at a regular meeting of the City Council of the City of San Rafael on 5th day of May 2025, and was passed and adopted at a regular meeting of the San Rafael City Council on the 19th of May 2025 by the following vote, to wit:

AYES: Councilmembers:

NOES: Councilmembers:

ABSENT: Councilmembers:
________________________________
Kate Colin, Mayor
ATTEST:
______________________
LINDSAY LARA, City Clerk
ORDINANCE NO. ______
AN ORDINANCE AMENDING CHAPTER 11.50 OF TITLE 11 OF THE SAN RAFAEL

MUNICIPAL CODE, TITLED PUBLIC WORKS CONTRACT POLICY
WHEREAS, Chapter 11.50 of the San Rafael Municipal Code (“SRMC”) sets forth the City of San Rafael’s public works contract policy, which includes separate bidding and award procedures for “minor contracts” and “major contracts”; and WHEREAS, City’s public works contract policy, provides that no public works contract shall be awarded without sufficient available budget appropriations within the account to which the contract is to be charged; and the City Council desires to amend the policy to include requirements for multi-year contracts where funding is provided annually through the budget process; and
WHEREAS, under the City’s policy, “minor contracts” as defined, follow and informal bidding procedure and may be awarded by the Director of Public Works, and do not require City Council award; and
WHEREAS, the City Council desires to amend the policy’s contract award language to provide that award authority for “minor contracts, as defined, rests with the City Manager or their designee; and
WHEREAS, this Ordinance was introduced and read by title only at a duly-noticed public meeting of the San Rafael City Council on the 5th day of May 2025.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SAN RAFAEL DOES ORDAIN AS FOLLOWS:

DIVISION 1. Chapter 11.50 of Title 11 of the Municipal Code of the City of San Rafael is hereby amended as follows. Additions are shown in underline and deletions in strikethrough.

Chapter 11.50 – PUBLIC WORKS CONTRACT POLICY

11.50.040 Encumbrance of funds.

No public works contract shall be approved for public works unless there exists an unencumbered appropriation in the fund account against which said contract is to be charged. Multi-year maintenance contracts where appropriations are provided on an annual basis shall be awarded subject to future budget appropriations.

11.50.110 Contract award.

C. Awarding Authority. Bids on major contracts shall be awarded by the city council. Bids on minor contracts may be awarded by the director city manager or their designee.

DIVISION 2.

All former ordinances or parts thereof conflicting or inconsistent with the provisions of this Ordinance or the Codes hereby adopted are hereby repealed.

DIVISION 3.

If any section, subsection, sentence, clause or phrase of this Ordinance is for any reason held to be invalid, such decision shall not affect the validity of the remaining portion of this Ordinance. The City Council of the City of San Rafael hereby declares that it would have adopted the Ordinance and each section, subsection, sentence, clause or phrase thereof, irrespective of the fact that any one or more sections, subsections, sentences, clauses or phrases shall be declared invalid.

DIVISION 4.

The City Council finds that adoption of this Ordinance is exempt from the California Environmental Quality Act (CEQA), pursuant to 14 CCR Section 15061(b)(3), since it can be seen with certainty that there is no possibility that the adoption of this Ordinance may have a significant effect on the environment.

DIVISION 5.

This Ordinance shall be published once, in full or in summary form, before its final passage, in a newspaper of general circulation, published and circulated in the City of San Rafael and shall be in full force and effect 30 days after its adoption. If published in summary form, the summary shall also be published within fifteen (15) days after the adoption, together with the names of those Council members voting for or against same, in a newspaper of general circulation published and circulated in the City of San Rafael, County of Marin, State of California.

THE FOREGOING ORDINANCE was first read and introduced at a regular meeting of the San Rafael City Council on the 5th day of May 2025, and was passed and adopted at a regular meeting of the San Rafael City Council on the 19th day of May 2025 by the following vote, to wit:

AYES: COUNCILMEMBERS:

NOES: COUNCILMEMBERS:

ABSENT: COUNCILMEMBERS:
______________________________
Kate Colin, Mayor
Attest:
_____________________________
LINDSAY LARA, City Clerk
____________________________________________________________________________________

FOR CITY CLERK ONLY
Council Meeting: _______________________
Disposition: ___________________________
Agenda Item No: 5.c
Meeting Date: May 5, 2025

SAN RAFAEL CITY COUNCIL AGENDA REPORT
Department: Human Resources
Prepared by: Marissa Sanchez, Human Resources
Director
City Manager Approval: ______________
TOPIC: REPORTING ON VACANT POSITIONS
SUBJECT: COMPLIANCE WITH ASSEMBLY BILL 2561 (2023-2024): REPORTING ON VACANCY

RATES AND ACTIONS TAKEN TO ADDRESS VACANCIES IN CITY DEPARTMENTS RECOMMENDATION:

Staff recommends that the City Council receive the staff report providing an update on the City of San Rafael’s vacancy rates in compliance with Assembly Bill (AB) 2561.

BACKGROUND:

Assembly Bill (AB) No. 2561, Chapter 409, was enacted during the 2023-2024 California legislative session and added Section 3502.3 to the Government Code. It requires local public agencies to report on vacant positions and the corresponding vacancy rates to increase transparency and accountability in public sector employment. The purpose of this staff report is to provide an update on the City of San Rafael’s vacancy rates in accordance with the requirements outlined in AB 2561.

AB 2561 requires local public agencies to track and report vacancy rates within a specific timeframe, ensuring that vacancy information is made publicly accessible. The intent of AB 2561 is to provide oversight, improve recruitment strategies, and address the potential impacts of vacant positions on public services.

This report outlines the current vacancy rates in the City of San Rafael, provides an overview of the City’s recruitment and retention efforts, and offers recommendations for improving vacancy rates and addressing potential impacts on City services.

Key Provisions of AB 2561
• Vacancy Reporting Requirement: Beginning January 1, 2025, local public agencies are required to report the number of vacancies and recruitment and retention efforts during a public hearing before the governing board at least once per fiscal year. This reporting obligation requires the City to track job vacancies and present information such as the total number of vacancies, positions with the longest vacancy duration, and the City’s recruitment and retention efforts.

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• Transparency: AB 2561 aims to enhance transparency in local government hiring practices by requiring public agencies to post vacancy information on their official website and other accessible platforms.
• Reporting Frequency: Agencies are expected to report vacancy data regularly, likely quarterly or annually, depending on the local agency’s existing reporting procedures. • Impact of Vacancies on Public Services: AB 2561 emphasizes the need to assess and report how vacancies impact the delivery of public services. If a position remains vacant for an extended period, agencies are required to report the potential consequences, including any strain on remaining staff or disruptions in service provision.

Vacancies
Position vacancies are created for several reasons, including when newly budgeted positions are approved, when there is internal movement such as a promotion or transfer, or when an employee leaves the organization due to retirement, voluntary resignation, or involuntary termination. When vacancies occur, it is a high priority for the Human Resources Department and the City's hiring managers to fill vacant positions to ensure continuity of services, maintain operational efficiency, minimize the need for overtime, and minimize disruptions to departmental functions. Timely recruitment and hiring efforts help the City sustain its workforce, meet community needs, and uphold service standards while also providing opportunities for internal growth and external talent acquisition.

Although AB 2561 now requires staff to present annually on the status of vacancies and efforts to recruit and retain staff, it has always been a priority for departments to fill vacancies as soon as reasonably possible. The vacancy rate is calculated by the number of vacancies divided by the number of positions.

If the number of job vacancies within a single bargaining unit meets or exceeds 20% of the total number of authorized full-time positions, AB 2561 requires the public agency, upon request of the recognized employee organization, to include specified information during the public hearing. As of March 31, 2025, the vacancy rate for each bargaining group was under 20%:

Table 1: Vacancy Rate by Bargaining Group as of March 31, 2025 City of San Rafael Bargaining Group Vacancy Rate
AFSCME/Local 1 No vacancies
SEIU Local 1021 14%
SRFA 1%
SRFCOA No vacancies
SRMMEA 8%
SRPA 5%
SRPMMA No vacancies
WCE No vacancies
This data is reflective of the City’s ongoing efforts to recruit qualified candidates for open positions while balancing the operational demands of public services.

The City’s Recruitment and Retention Efforts
The City of San Rafael has implemented the following recruitment and retention efforts:

1. Public Posting of Vacancies: All vacant positions have been posted via the City’s official website, with detailed information about job responsibilities, required qualifications, and application instructions. Additionally, vacancy information has been shared via social media platforms to reach a wider pool of applicants. The City has leveraged several recruitment tools to reach a wide group of potential applicants and has encouraged them to apply for vacant positions. These SAN RAFAEL CITY COUNCIL AGENDA REPORT / Page: 3
recruitment efforts have fallen in line with the City’s commitment to diversity, equity, and inclusion, while ensuring a highly qualified pool of candidates.

2. Tracking Vacancies: The City’s Human Resources Department has developed a system to track vacancy rates and duration, ensuring timely reporting in compliance with AB 2561.

3. Internal Review: The City has conducted and plans to implement an ongoing internal review of positions that have remained vacant for extended periods. This includes evaluating the impact of vacancies on City services, and prioritizing the recruitment and filling of critical vacancies.

4. Recruitment Strategy Review: The City is currently reviewing its recruitment strategies to address the challenges of filling vacancies in operating departments. This includes exploring options for expedited hiring processes for hard-to-fill positions.

Implications and Challenges
While the City has made progress in addressing vacancies, several challenges remain:
• Retaining Top Talent: Over the past 18 months, the City has taken a strategic approach to recruiting and filling previously vacant positions. As of March 31, 2025, the City’s average vacancy rate is 8%. The priority now shifts to retaining this talent and sustaining stable staffing levels into the future.
• Budget Constraints: Funding for recruitment campaigns, as well as the costs associated with overtime or temporary staffing, can present challenges. The City must balance filling vacancies with fiscal responsibility.
• External Labor Market Conditions: Competition for qualified candidates in certain fields, such as public safety or specialized technical roles, has led to longer vacancies. Many government agencies are experiencing challenges in attracting interest in public service careers, highlighting an important opportunity to inspire and engage future talent.

ANALYSIS:

To further enhance the City’s recruitment and vacancy management practices, staff are continuing to focus on the following:

1. Enhance Recruitment Efforts: Increase outreach and marketing for vacant positions by expanding the use of social media, community networks, and specialized job boards to attract diverse candidates.

2. Monitor Vacancy Impact: Regularly assess and report on how vacancies are affecting public services.

3. Review and Improve Hiring Processes: Streamline the recruitment process to reduce the time it takes to hire open positions to improve operational efficiency.

4. Provide Staff Support and Training: Train HR staff to better manage vacancy tracking, reporting, and addressing service gaps. This includes understanding how high job vacancies impact workers who are forced to handle heavier workloads can lead to burnout and increased turnover that further exacerbates staffing challenges.

AB 2561 introduces important transparency and accountability measures for managing vacant positions in local government. The City of San Rafael is making significant strides in addressing the challenges posed by vacant positions. By enhancing recruitment efforts, focusing on critical vacancies, and streamlining processes, the City can maintain sufficient staffing levels to deliver high-quality public services.

FISCAL IMPACT:

There is no direct fiscal impact of this report; this report is for informational purposes.

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RECOMMENDED ACTION:

Staff recommends that the City Council receive the staff report providing an update on the City of San Rafael’s vacancy rates in compliance with Assembly Bill (AB) 2561.

ATTACHMENT:

1. Assembly Bill No.2561 Local Public Employees Vacant Positions Bill Text, including Government Code Section 3502.3

San Rafael City CouncilMay 5, 2025

San Rafael City Council
May 5, 2025