Agenda packet, regular meeting, first session — Santa Fe Springs City Council, May 2, 2023

Agenda
05-02-2023 AGENDA.PDF
Meeting Materials
MAY 2, 2023, MEETING VIDEO
05-02-2023 AGENDA PACKET.PDF

1. Documents:

2. Documents:
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AGENDA

REGULAR MEETINGS OF THE SANTA FE SPRINGS

HOUSING SUCCESSOR

SUCCESSOR AGENCY

AND CITY COUNCIL
May 2, 2023
6:00 P.M.

Annette Rodriguez, Councilmember
William K. Rounds, Councilmember
Joe Angel Zamora, Councilmember
Jay Sarno, Mayor Pro Tem
Juanita Martin, Mayor
Council Chambers
11710 Telegraph Road
Santa Fe Springs, CA 90670
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address City Council on any matter listed on the
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City Council Meeting will be distributed to the
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submitting the comment will be announced.

Americans with Disabilities Act: In compliance
with the ADA, if you need special assistance to
participate in a City meeting or other services
offered by this City, please contact the City Clerk’s
Office. Notification of at least 48 hours prior to the
meeting or time when services are needed will
assist the City staff in assuring that reasonable
arrangements can be made to provide
accessibility to the meeting or service.

SB 1439: Effective January 1, 2023, City Council
Members are subject to SB 1439 and cannot
participate in certain decisions for a year after
accepting campaign contributions of more than
$250 from an interested person. The Council
Member would need to disclose the donation and
abstain from voting.

Pursuant to provisions of the Brown Act, no
action may be taken on a matter unless it is listed
on the agenda, or unless certain emergency or
special circumstances exist. The City Council
may direct staff to investigate and/or schedule
certain matters for consideration at a future City
Council meeting.

Please Note: Staff reports, and supplemental
attachments, are available for inspection at the
office of the City Clerk, City Hall, 11710 E.

Telegraph Road during regular business hours
7:30 a.m.-5:30 p.m., Monday-Thursday and every
other Friday. Telephone: (562) 868-0511.

1. CALL TO ORDER
City of Santa Fe Springs Regular Meetings May 2, 2023
2 2. ROLL CALL
Annette Rodriguez, Councilmember
William K. Rounds, Councilmember
Joe Angel Zamora, Councilmember
Jay Sarno, Mayor Pro Tem
Juanita Martin, Mayor

3. INVOCATION

4. PLEDGE OF ALLEGIANCE

5. INTRODUCTIONS

HOUSING SUCCESSOR

6. CONSENT AGENDA
Consent Agenda items are considered routine matters which may be enacted by one motion and vote. Any item may be removed from the Consent Agenda and considered separately by the Housing Successor.

Minutes of the April 4, 2023 Housing Successor Meetings (City Clerk) Recommendation:
• Approve the minutes as submitted.

SUCCESSOR AGENCY

7. CONSENT AGENDA
Consent Agenda items are considered routine matters which may be enacted by one motion and vote. Any item may be removed from the Consent Agenda and considered separately by the Successor Agency.

Minutes of the April 4, 2023 Successor Agency Meetings (City Clerk) Recommendation:
• Approve the minutes as submitted.

CITY COUNCIL

8. CONSENT AGENDA
Consent Agenda items are considered routine matters which may be enacted by one motion and vote. Any item may be removed from the Consent Agenda and considered separately by the City Council.
a. Minutes of the April 4, 2023 Regular City Council Meetings (City Clerk) Recommendation:
• Approve the minutes as submitted.
b. Department of Fire-Rescue, Medical Director – Award of Contract (Fire) Recommendation:
• Authorize the City Manager to enter into professional services agreement City of Santa Fe Springs Regular Meetings May 2, 2023
3 with Kevin Andruss, MD, FACEP, and award contract for the position of Medical Director for the Department of Fire-Rescue in the amount of $36,000 per contract year.
c. Amendment Number 1 to Agreement with Merchants Landscape Services, Inc. to Exercise One-Year Extension (Public Works)
Recommendation:
• Approve Amendment Number 1 to exercise a one-year extension to the agreement with Merchants Landscape Services, Inc.; and
• Authorize the Mayor to execute Amendment Number One.
d. Local Return Funds – Approve the Allocation of Local Transit Return Funds to the Residential Street Improvements Slurry Seal 2022, and Residential Street Improvements South of Florence Avenue (Triangle), and Longworth Avenue (Orr & Day Road to Harvest Avenue) (Public Works)
Recommendation:
• Approve the allocation of Measure R and Prop C Local Transit Return Funds in the amount of $297,300 to the Utility User Tax (UUT) Capital Improvement fund for Residential Street Improvements Slurry Seal 2022 project (PW220008); and
• Approve the allocation of Measure M Local Transit Return Funds in the amount of $258,900 to the Utility User Tax (UUT) Capital Improvement fund Residential Street Improvements South of Florence Avenue (Triangle) and Longworth Avenue (Orr & Day Road to Harvest Ave) (PW220002). e. Rosecrans/Marquardt Avenues Grade Separation Project - Cooperative and Funding Agreement Amendment No. 1 (Public Works)
Recommendation:
• Authorize the Mayor to sign a Cooperative Amendment No. 1 in final form reviewed and approved by the City Attorney to the Funding Agreement for the Rosecrans/Marquardt Grade Separation Project between the Los Angeles County Metropolitan Transportation Authority and the City of Santa Fe Springs.
f. Los Nietos Playground Improvements – Final Payment (Public Works) Recommendation:
• Approve the Final Payment to Miracle Recreation of Dallas Texas for the full amount of $410,441.61 for the subject project; and
• Authorize the Interim Director of Public Works to approve the Miracle Recreation invoice No. 849573 for Purchase Order No. 2220110 as the Final Payment for this playground improvement project (PW220103). g. Backflow Prevention and Cross Connection Control Specialist Services - Professional Services Agreement with waterTALENT (Public Works) Recommendation:

City of Santa Fe Springs Regular Meetings May 2, 2023
4 • Approve and authorize the Mayor to execute the Professional Services Agreement with waterTALENT for a Cross Connection Control Specialist. h. Authorize the Purchase of One (1) 2023 Electric Ford Transit Van from A-Z Bus Sales and Appropriate $106,900 from AQMD Funds to Fund this Purchase (Public Works)
Recommendation:
• Authorize the purchase of (1) Electric Ford Transit Van by awarding an order to A-Z Bus Sales; and
• Appropriate $106,900 from AQMD funds to fully fund this purchase; and • Authorize the Director of Purchasing Services to process a Purchase Order in the amount of $106,900 to A-Z Bus Sales.
i. City Hall LED Lighting Retrofit Project (Public Works) Recommendation:
• Appropriate $60,000 from General Funds to a 9000 account; and • Approve the transfer of funds to a 9000 account.
j. Quarterly Treasurer’s Report of Investments for the Quarter Ended March 31, 2023 (Finance)
Recommendation:
• Receive and file the report.
k. Authorize the Purchase of Microsoft Office Software Licenses (Finance) Recommendation:
• Authorize the Director of Purchasing Services to issue a purchase order to GovConnection, Inc. in the amount of $42,883.05 to acquire 105 software licenses for Microsoft Office software.
l. Appropriate Funds for and Authorize the Purchase of a 3-Year Enterprise Protection Contract (Finance)
Recommendation:
• Authorize the purchase of a 3-year Enterprise Protection service contract; and
• Appropriate $60,000 from the General Fund unassigned reserves to account number 10129000-521000; and
• Authorize the Director of Purchasing Services to issue a purchase order to GovConnection, Inc. in the amount of $59,902.28 for this purchase. m. Approval and Adoption of City of Santa Fe Springs Transportation Study Guidelines (Planning)
Recommendation:
• Find and determine that the project is Statutorily Exempt pursuant to Sections 15378(b)(5) and 15061(b)(3) of the California Environmental Quality Act (CEQA); and
• Adopt Resolution No. 9861 to approve and adopt the City of Santa Fe City of Santa Fe Springs Regular Meetings May 2, 2023
5 Springs Transportation Study Guidelines, based on the information and findings contained within the staff report.
n. Introduction of Ordinance No. 1128 Amending Chapter 95 of Title IX of the Santa Fe Springs Municipal Code Relating to Public Nuisances (Police Services) Recommendation:
• Introduce by title only and waive further reading of Ordinance No. 1128:

AN ORDINANCE OF THE CITY OF SANTA FE SPRINGS AMENDING
CHAPTER 95 (PROPERTY MAINTENANCE) OF TITLE IX OF THE CODE OF SANTA FE SPRINGS RELATING TO PROPERTY MAINTENANCE.

NEW BUSINESS

9. Resolution No. 9862- Increasing the Compensation for Members of the Planning Commission and Traffic Commission (City Manager/Finance) Recommendation:
• Adopt Resolution No. 9862 increasing the compensation to Planning Commission and Traffic Commission members from $50 dollars to $100 dollars, per meeting attended.

10. PRESENTATIONS
a. Introduction of Dr. Ramiro Rubalcaba, Superintendent of Los Nietos School District (Community Services)
b. Proclaiming May 14-20, 2023 as “National Police Week” (Police Services) c. Proclaiming May 15, 2023 as Santa Fe Springs History Day – Celebrating 66th Anniversary as a Municipal Government Agency (Community Services) d. Proclaiming the month of May 2023 as “Older Americans Month” in the City of Santa Fe Springs (Community Services)

11. PUBLIC COMMENTS This is the time when comments may be made by members of the public on matters within the jurisdiction of the City Council, not on the agenda. The time limit for each speaker is three minutes unless otherwise specified by the Mayor.

12. CITY MANAGER’S AND EXECUTIVE TEAM REPORTS

13. APPOINTMENTS TO BOARDS, COMMITTEES, COMMISSIONS

14. COUNCIL COMMENTS/ AB1234 COUNCIL CONFERENCE REPORTING

AGENDA

REGULAR MEETINGS OF THE SANTA FE SPRINGS

HOUSING SUCCESSOR

SUCCESSOR AGENCY

AND CITY COUNCIL
May 2, 2023
6:00 P.M.

Please Note: Staff reports, and supplemental
attachments, are available for inspection at the
office of the City Clerk, City Hall, 11710 E.

Telegraph Road during regular business hours
7:30 a.m.-5:30 p.m., Monday-Thursday and every
other Friday. Telephone: (562) 868-0511.

3. INVOCATION

4. PLEDGE OF ALLEGIANCE

5. INTRODUCTIONS

HOUSING SUCCESSOR

Minutes of the April 4, 2023 Housing Successor Meetings (City Clerk) Recommendation:
• Approve the minutes as submitted.

SUCCESSOR AGENCY

Minutes of the April 4, 2023 Successor Agency Meetings (City Clerk) Recommendation:
• Approve the minutes as submitted.

CITY COUNCIL

AN ORDINANCE OF THE CITY OF SANTA FE SPRINGS AMENDING
CHAPTER 95 (PROPERTY MAINTENANCE) OF TITLE IX OF THE CODE OF SANTA FE SPRINGS RELATING TO PROPERTY MAINTENANCE.

NEW BUSINESS

12. CITY MANAGER’S AND EXECUTIVE TEAM REPORTS

13. APPOINTMENTS TO BOARDS, COMMITTEES, COMMISSIONS

14. COUNCIL COMMENTS/ AB1234 COUNCIL CONFERENCE REPORTING

15. ADJOURNMENT I, Janet Martinez, City Clerk for the City of Santa Fe Springs, do hereby certify under penalty of perjury under the laws of the State of California, that the foregoing agenda was posted at the following locations; City’s website at www.santafesprings.org; Santa Fe Springs City Hall, 11710 Telegraph Road; Santa Fe Springs City Library, 11700 Telegraph Road; and the Town Center Plaza (Kiosk), 11740 Telegraph Road, not less than 72 hours prior to the meeting. 4/27/23
Janet Martinez, CMC, City Clerk Date Posted
FOR ITEM NO. 6
PLEASE SEE ITEM NO. 8A
FOR ITEM NO. 7
PLEASE SEE ITEM NO. 8A
City Council Meeting May 2, 2023
Report Submitted By: Janet Martinez, City Clerk/ Date of Report: April 27, 2023 Fernando Munoz, Deputy City Clerk
City of Santa Fe Springs

CONSENT AGENDA
Minutes of the April 4, 2023 Regular City Council Meeting

BACKGROUND
Staff has prepared minutes for the following meetings:
• Regular City Council Meeting of April 4, 2023
Staff hereby submits the minutes for Council’s approval.

Tom Hatch
Interim City Manager
Attachment:

1. April 4, 2023 Regular Meeting Minutes

RECOMMENDATION(S)
• Approve the minutes as submitted.

ITEM NO. 8A
APPROVED:

MINUTES OF THE REGULAR MEETINGS OF THE

CITY COUNCIL
April 4, 2023

1. CALL TO ORDER
Mayor Martin called the meeting to order at 6:01 p.m.

2. ROLL CALL
Members present: Councilmembers/Directors: Rodriguez, Rounds, Zamora, Mayor Pro Tem/Vice Chair Sarno and Mayor/Chair Martin.

Members absent: None.

3. INVOCATION
Invocation was led by Cindy Jarvis.

4. PLEDGE OF ALLEGIANCE
Lee Squire led the Pledge of Allegiance.

5. INTRODUCTIONS
Mayor Martin introduced Santa Fe Springs Chamber of Commerce members:

Raman Venkat, CEO/CFO from LeFiell Manufacturing Company.

She also introduced the Youth Leadership Committee members.

HOUSING SUCCESSOR

Minutes of the March 7, 2023 Housing Successor Meetings (City Clerk) Recommendation:
• Approve the minutes as submitted.

It was moved by Councilmember Rodriguez, seconded by Councilmember Rounds, to approve the minutes as submitted, by the following vote:

Ayes: Rodríguez, Rounds, Zamora, Sarno and Martin.

Nayes: None

Absent: None
Minutes of the April 4, 2023 Housing Successor, Successor Agency, and City Council Meetings

Page 2 ends

SUCCESSOR AGENCY

Minutes of the March 7, 2023 Successor Agency Meetings (City Clerk) Recommendation:
• Approve the minutes as submitted.

It was moved by Mayor Pro Tem Sarno, seconded by Council Member Zamora, to approve the minutes as submitted, by the following vote:

Ayes: Rodríguez, Rounds, Zamora, Sarno and Martin.

Nayes: None

Absent: None

CITY COUNCIL

Minutes of the April 4, 2023 Housing Successor, Successor Agency, and City Council Meetings

Page 3 ends

It was moved by Council Member Rounds, seconded by Council Member Rodriguez, to approve the consent calendar, by the following vote:

Ayes: Rodríguez, Rounds, Zamora, Sarno and Martin.

Nayes: None

Absent: None

OLD BUSINESS

9. Traffic Study – Orr and Day Road at Whiteland Street (Public Works) Recommendation:
• Consider the installation of Stop signs with flashing LEDs and advance flashing yellow beacons at the intersection of Orr and Day Road and Whiteland Street;
• Add the Orr and Day Road at Whiteland Street improvement project to the Capital Improvement Plan;
• Appropriate $150,000 from the Utility Users Tax (UUT) Capital Improvement Fund to fund the Orr and Day Road at Whiteland Street improvement project
Interim Director of Public Works, Yvette Kirrin stated that the item was brought forward as requested by council two meetings ago. The item was requested to be brought back with options and pricing. She continued with a brief power point presentation.

Council Member Rounds requested clarification on the yellow blinking side walk.

Director Kirrin noted that if the city would allow the flashing crosswalk to continue, it would break the flow of traffic per vehicle code. She noted there would not be a flash light Council Member Rounds inquired whether there will be four (4) cross walks.

Director Kirrin noted that she would need to come back with the information. She noted she will need to look further into how the corners look.

Mayor Martin recessed the meeting at 6:14 p.m.

Mayor Martin reconvened the meeting at 6:16 pm
City Attorney stated that Council Member Zamora will need to recuse himself from voting on this item due to the proximity of the property to his residence.

It was moved by Councilmember Rounds, seconded by Council Member Rodriguez, to approve staff’s recommendation, by the following vote:

Ayes: Rodríguez, Rounds, Zamora, Sarno and Martin.

Nayes: None

Absent: None
Recused: Zamora
Minutes of the April 4, 2023 Housing Successor, Successor Agency, and City Council Meetings

Page 4 ends

10. PRESENTATIONS
a. Proclaiming the Month of April 2023 as “Donate Life Month” (City Manager) b. Proclaiming the week of April 16-22, 2023 as “National Volunteer Week” in Santa Fe Springs (Community Services)

11. PUBLIC COMMENTS
The following members of the public were present to make a comment: Lee Squire, Bruce Crow and Francis Carbajal.

12. CITY MANAGER’S AND EXECUTIVE TEAM REPORTS
• Interim City Manager, Tom Hatcher spoke about the Brown Act training that was held on March 29th. He also expressed the importance it is for council to seek for grant opportunities. He noted that last week staff forwarded a grant application to Linda Sanchez for 6.6 million dollars and hope that the city will receive good news in 6-8 months for a part of Slauson Avenue Street improvement project to be funded. He recognized Maribel Garcia, Jack Wong and Robert Garcia for working together on this grant application. • Director of Community Services, Maricela Balderas spoke about the following events: Chalk it Out, Community Garden Cleanup; Easter Eggstravaganza; Spring Fling Dance; Food & Film, SFS City Library Comics and Anime Festival. • Finance Manager, Lana Dich spoke about March the Human Resources Department hosted a Summer Hiring expo. She also spoke about City manager and Human Resources staff attended the Santa Fe High School Career Fair. • Fire Chief, Chad Van Meeteren spoke about the OES Preposition Deployment Returns; Urban Search & Rescue Preposition Deployment Returns; and noted Fire Rescue staff assisted citizens on their day off. Lastly, he spoke about Fire Rescue being awarded a 2 grants, first for $46,285 and the second grant for $389,575.
• Director of Police Services, Dino Torres provided a brief update on the Whittier Police Department and also spoke about the Active Shooter Seminar that was held on March 3, 2023.
• Assistant Director of Planning, Cuong Nguyen spoke about attending a Career, job and Resource Fair at Pioneer High School.
• Interim Director of Public Works, Yvette Kirrin provided a brief update on the CIP projects which included seven ongoing construction projects: Street Lighting Improvements; Facility Improvement at Municipal Service Yard Roof Replacement; Facility Improvement at Betty Wilson Center Roof Replacement; Street Improvements; Park Improvement at Los Nietos – Parking Lot Expansion; Park Improvement at Lakeview Park –Playground Improvements and Regional Project at Rosecrans and Marquardt. She also provided a Water Utility Update; this included replacing all water services line at shoemaker south of Los Nietos Road.

13. APPOINTMENTS TO BOARDS, COMMITTEES, COMMISSIONS
No appointments were done.

Minutes of the April 4, 2023 Housing Successor, Successor Agency, and City Council Meetings

Page 5 ends

14. COUNCIL COMMENTS
Council Member Rodriguez thanked all the veterans for attending the POW flag event.

She also spoke about the Community Garden, recognized that this event is positive for the community. Thanked staff for the Chalk It Out event. Thanked Director Kirrin for today’s meeting and requested to check on Houghton Avenue and Pioneer Boulevard since they are having problems requesting a stop sign. She also thanked staff, Tom, Dino, Michelle and Priscilla for touring LA Cada to see all the services the organization provides.

Council Member Rounds recognized the POW Flag ceremony, thanked veterans for their service and for attending today’s event. He acknowledged public safety for their help. He also recognized Ruth Covington. Also, recognized all volunteers present at the meeting.

He also recognized the Chalk It Up participants, acknowledged their work. Lastly, he reminded everyone to attend the Eater event that will take place at the Heritage Park.

Council Member Zamora recognized the event that took place today to raise the POW flag. He recognized all the veterans and also described how it can also can be difficult for veterans to move on to a normal life after serving in the war. He shared a personal story of a family member that was a veteran and what he went through. He also recognized firefighters for their service to the community. He spoke about a firefighter vehicle that can potentially be donated to Navajoa. Last, he reminded everyone about the Easter Event that was moved to Heritage Park.

Mayor Pro Tem Sarno spoke about PTSD and family members that are veterans and suffer of this. He thanked all staff for all their work. He also spoke about yesterday’s Chamber of Commerce event, thanked Chamber CEO Kathie Fink. He also stated that there were a few vendors that attended yesterday’s event and hope to have a few of them come to Santa Fe springs to place the city on the map. Last, spoke about the weeds that have grown on the side of the freeway.

Mayor Martin spoke about yesterday’s chamber of commerce golf tournament event. Also thanked staff for renovating the parks. She also spoke about the Chalk It Out event, recognized the attendance. Also, recognized Manuel for the Community Garden. Last, spoke about helping the Sister City Navajoa.

15. ADJOURNMENT
Mayor Martin adjourned the meeting at 7:07 p.m.in memory of John Cowan. _____________________
Annette Rodriguez
Mayor
ATTEST:
_____________________
Janet Martinez Date
City Clerk
City Council Meeting May 2, 2023
Report Submitted By: Fire Chief Chad Van Meeteren Date of Report: April 27, 2023 Department of Fire-Rescue
City of Santa Fe Springs

CONSENT AGENDA
Department of Fire-Rescue, Medical Director – Award of Contract

BACKGROUND
The Department of Fire-Rescue provides Emergency Medical Services (EMS) to the community utilizing Emergency Medical Technicians (EMT) and Emergency Medical Technician-Paramedics (EMT-P). The Los Angeles County Department of Health Services (DHS) requires that all departments who have a Paramedic Program, must have on staff a Medical Director who is an Emergency Medicine Services BoardCertified Physician who will be designated to provide advice and coordinate the medical aspects of field care, provide oversight of all medications utilized by EMTs and paramedics including controlled medications, and oversee the provider’s quality improvement process, as defined by the Los Angeles County’s EMS Agency’s policies and procedures. The current position is filled by Ronald Crowell, MD. Dr. Crowell is retiring as Medical Director after serving the City’s EMS program for nearly 40 years.

The RFP is extensive and requires detailed responsibilities in program administration, general support services, and detailed responsibility of a Medical Director, which is required by DHS. The Medical Director position gives medical direction and supervision of patient care, audit and performs evaluation of patient care, and investigates any medical care issues. The Medical Director, along with the Department’s Nurse Educator, instructs paramedics, presents lesson plans, observe their performance in the field, develops improvement plans, implements and trains on new medical policy, prepares records, and attends DHS meetings as a representative for the SFSFR. The Medical Director must maintain all of the required medical licenses and remain in good standing with the Los Angeles County Department of Health Services.

The Department of Fire-Rescue distributed an RFP on March 22, 2023. The RFP was advertised on Governmentjob.com, with the Clinical Associate Professor of Emergency Medicine at University of Southern California, and at the Keck School of Medicine. Throughout the RFP application period, SFSFR staff contacted medical agencies and various fire department medical directors in LA County to solicit proposal submittals. The proposal submittal deadline was April 14, 2023, and the Department of Fire-Rescue received 33 views and one proposal.

RECOMMENDATION(S)
• Authorize the City Manager to enter into professional services agreement with Kevin Andruss, MD, FACEP, and award contract for the position of Medical Director for the Department of Fire-Rescue in the amount of $36,000 per contract year.

ITEM NO. 8B
City Council Meeting May 2, 2023
Report Submitted By: Fire Chief Chad Van Meeteren Date of Report: April 27, 2023 Department of Fire-Rescue
City of Santa Fe Springs
At the conclusion of the April 14th, 2023 deadline for submissions, the Department received one qualified proposal that was evaluated in five criteria areas:
• Quality and Responsiveness of the Proposal
• Qualifications of the Proposer including required certifications and licenses
• Background and experience of the Proposer
• References
• Cost of services
It is the request from the Department of Fire-Rescue to enter into a Professional Services Agreement with Kevin Andruss, MD, FACEP.

FISCAL IMPACT
Appropriate $6,000 from the General Fund to pay for professional services for the remainder of the 2022/2023 fiscal year Department of Fire-Rescue budget.

Tom Hatch
Interim City Manager
Attachment(s):
1: Department of Fire-Rescue Request for Proposal (RFP) – Medical Director 2: Response to Proposal – Kevin Andruss, MD, FACEP
3: Professional Services Agreement (Draft) – City of Santa Fe Springs Department of Fire-Rescue * Kevin Andruss, MD, FACEP
City of Santa Fe Springs
City Council Meeting May 2, 2023
Report Submitted By: Yvette Kirrin Date of Report: April 27, 2023 Interim Director of Public Works

CONSENT AGENDA
Amendment Number 1 to Agreement with Merchants Landscape Services, Inc. to Exercise One-Year Extension

BACKGROUND
The City Council awarded a contract to Merchants Landscape Service, Inc. (Merchants) on July 9, 2020, to provide landscape maintenance services city-wide.

The contract is for a three-year term with two one-year renewal options, for a total of up to five years. City staff has evaluated Merchants performance during the initial three-year term of the five-year contract, and recommends exercising the option for a one-year extension.

For the first of two one-year option renewals, Merchants requests a 3% increase due to an increase in labor costs, materials, and supplies. Staff recommends accepting Merchants' request for a 3% increase.

LEGAL REVIEW
The City Attorney’s office has prepared Amendment No. 1 to the agreement.

FISCAL IMPACT
The Public Works Operations and Maintenance annual budget includes the cost of the landscape services contract, currently at $899,792.16. The additional 3% increase is $26,859.84 and brings the total to $926,652.00. The Fiscal Year 2023/24 Budget will reflect this increase.

INFRASTRUCTURE IMPACT
The maintenance of the City’s landscape and hardscape is vital to the residents’ and businesses’ safety, welfare, and overall quality of life. This service is also necessary to protect the City’s assets, which include medians, parkways, and facilities.

Tom Hatch
Interim City Manager
Attachments:

1. Amendment Number 1

2. Agreement with Merchants Landscape Services, Inc.

RECOMMENDATION
• Approve Amendment Number 1 to exercise a one-year extension to the agreement with Merchants Landscape Services, Inc.; and
• Authorize the Mayor to execute Amendment Number One.

ITEM NO. 8C
AMENDMENT NUMBER 1 TO

PROFESSIONAL SERVICES AGREEMENT
WITH MERCHANTS LANDSCAPE SERVICES, INC.

This Amendment Number 1 (“Amendment”) is made and entered into this 2nd day of May 2023, by and between the City of Santa Fe Springs (“City”) and Merchants Landscape Services, Inc. (“Contractor”).

WHEREAS, on August 1, 2020, the City and Contractor entered into an agreement for Contractor to provide landscape services to the City (“Agreement”); and WHEREAS, the Agreement provides for an initial three-year term with two oneyear extensions upon City Council approval; and WHEREAS, the parties desire to exercise the first one-year extension and amend the compensation for the extended term.

NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:

1. Pursuant to Section 1 of the Agreement, the term of the Agreement is extended through July 31, 2024.

2. Section 5(A) and Exhibit B of the Agreement are amended to reflect a threepercent increase in all fees and an annual compensation amount of $926,652.00.

3. Except as amended herein, all terms, conditions, and provisions of the Agreement shall remain in full force and effect.

IN WITNESS WHEREOF, the parties hereto have set their hand by their duly authorized representatives as of the day and year first above written.

CITY OF SANTA FE SPRINGS MERCHANTS LANDSCAPE
SERVICES, INC.
____________________________ ____________________________ Juanita Martin, Mayor Mark Brower, President
Date: ____________________ Date: _______________________ ATTEST: MERCHANTS LANDSCAPE
SERVICES, INC.
__________________________ ____________________________ Janet Martinez, City Clerk Donna Brower, Secretary
Date: _______________________
APPROVED AS TO FORM:
____________________________
Ivy M. Tsai, City Attorney

CITY OF SANTA FE SPRINGS

LANDSCAPE MAINTENANCE SERVICES AGREEMENT
WITH
MERCHANTS LANDSCAPE SERVICES, INC.

This Landscape Maintenance Services Agreement ("Agreement") is made and effective as of the 151 of August, 2020 ("Effective Date"), by and between the City of Santa Fe Springs, a California municipal corporation, ("City") and Merchants Landscape Services, Inc., a California corporation ("Contractor"). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:

1. TERM
This Agreement shall commence on August 1, 2020, and shall remain and continue in effect for a period of three years, unless sooner terminated pursuant to the provisions of this Agreement. The City shall have the option to extend the term for two additional oneyear periods upon City Council approval.

2. SERVICES
Contractor shall perform the services described and set forth in the City's Request for Proposals attached hereto as Exhibit A and Contractor's Proposal attached hereto as Exhibit B ("Services"), both incorporated herein as though set forth in full.

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

4. CITY MANAGEMENT
The City Manager or designee shall represent the City in all matters pertaining to the administration of this Agreement.

5. PAYMENT
A. The City agrees to pay Contractor for Services satisfactorily performed the monthly amount of $74,982.68 ($899,792.16 per year) for the Agreement term, in accordance with the fees set forth in Exhibit B.

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

C. Contractor will submit invoices monthly for actual Services performed. Payment shall be made within thirty (30) days of receipt of each invoice as to all nondisputed fees. If the City disputes any of Contractor's Services or fees, it shall give written notice to Contractor within thirty (30) days of receipt of an invoice of any disputed fees set forth on the invoice. Any final payment under this Agreement shall be made within forty-five (45) days of receipt of an invoice therefor.

6. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE A The City may at any time, for any reason, without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon Contractor at least ninety (90) days' prior written notice. Upon receipt of said notice, Contractor shall immediately cease all Services under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement, such suspension or termination shall not make void or invalidate the remainder of this Agreement.

B. In the event this Agreement is terminated pursuant to this section, the City shall pay to Contractor the actual value of the Services performed up to the time of termination, unless the City disputes any of the Services performed or fees. Upon termination of the Agreement pursuant to this section, Contractor will submit an invoice to the City pursuant to Section 5.

7. DEFAULT OF CONTRACTOR
If the City determines that Contractor is in default in the performance of any of the terms or conditions of this Agreement, the City shall serve Contractor a written notice of the default. Contractor shall have seven (7) days after service of said notice to cure the default. In the event that Contractor fails to cure the default within such period of time or fails to present the City with a written plan for the diligent cure of default if such default cannot be cured within seven days, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement. The City shall also have the right to offset against the amount of any fees due to Contractor any costs incurred by the City as a result of Contractor's default.

8. OWNERSHIP OF DOCUMENTS
A Contractor shall maintain complete and accurate records with respect to tasks, costs, expenses, receipts, and other such information required by the City that relate to the performance of Services under this Agreement. Contractor shall maintain adequate records of Services provided in sufficient detail to permit an evaluation of Services. All such records shall be maintained in accordance with Landscape Maintenance Services
2 generally accepted accounting principles and shall be clearly identified and readily accessible. Contractor shall provide free access to the representatives of the City or its designees at reasonable times to such books and records; shall give the City the right to examine and audit said books and records; shall permit the City to make transcripts or copies therefrom as necessary; and shall allow inspection of all Services, data, documents, proceedings, and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a period of three (3) years after receipt of final payment.

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

9. INDEMNIFICATION AND DEFENSE
A. Indemnity.

To the fullest extent permitted by law, Contractor shall indemnify and hold harmless the City and any and all of its officials, officers, employees, agents, and/or volunteers ("Indemnified Parties") from and against any and all losses, liabilities, damages, costs and expenses, including attorney's fees and costs, caused in whole or in part by the acts, errors, or omissions of Contractor, its officers, agents, employees, or subcontractors (or any agency or individual that Contractor shall bear the legal liability thereof) in the performance of Services under this Agreement.

B. Duty to Defend.

In the event the City, its officials, officers, employees, agents, and/or volunteers are made a party to any claim, action, lawsuit, or other adversarial proceeding ("Action") arising from the performance of the Services under this Agreement, whether or not Contractor is named in such Action, and upon demand by the City, Contractor shall defend the City at Contractor's sole cost, or at the City's option, to reimburse the City for its costs of defense, including reasonable attorney's fees and costs incurred in the defense.

Landscape Maintenance Services
3 C. Payment by the City for Services is not a condition precedent to enforcement of this section. Contractor's duty to defend, indemnify, and hold harmless the City shall not extend to the City's sole or active negligence. In the event of any dispute between Contractor and the City as to whether liability arises from the sole or active negligence of the City or its officials, officers, employees, agents, and/or volunteers, Contractor will be obligated to pay for the City's defense until such time as a final judgment has been entered adjudicating the City as solely or actively negligent. Contractor will not be entitled in the absence of such a determination to any reimbursement of defense costs including, but not limited to, attorney's fees, expert fees and costs of litigation.

10. INSURANCE
Contractor shall maintain prior to the beginning of and for the duration of this Agreement insurance coverage as specified in Exhibit C attached hereto and made a part of this Agreement.

11. INDEPENDENT CONTRACTOR
A. Contractor is and shall at all times remain as to the City a wholly independent Contractor and/or independent contractor. The personnel performing the services under this Agreement on behalf of Contractor shall at all times be under Contractor's exclusive direction and control. Neither the City nor any of its officers, employees, or agents shall have control over the conduct of Contractor or any of Contractor's officers, employees, or agents, except as set forth in this Agreement.

Contractor shall not at any time or in any manner represent that Contractor or any of Contractor's officers, employees, or agents are in any manner officers, employees, or agents of the City. Contractor shall not incur or have the power to incur any debt, obligation, or liability whatever against the City, or bind the City in any manner.

B. No employee benefits shall be available to Contractor in connection with the performance of this Agreement. Except for the fees paid to Contractor as provided in the Agreement, the City shall not pay salaries, wages, or other compensation to Contractor for performing services hereunder for the City. The City shall not be liable for compensation or indemnification to Contractor for injury or sickness arising out of performing services hereunder. Contractor shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Contractor and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Contractor shall indemnify and hold the City harmless from any and all taxes, assessments, penalties, and interest asserted against the City by reason of the independent contractor relationship created by this Agreement. Contractor further agrees to indemnify and hold the City harmless from any failure of Contractor to comply with the applicable worker's compensation laws. The City shall have the right to offset Landscape Maintenance Services
4 against the amount of any fees due to Contractor under this Agreement as a result of Contractor's failure to promptly pay to the City any reimbursement or indemnification arising under this paragraph.

C. In the event that Contractor or any employee, agent, or subcontractor of Contractor providing Services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (PERS) to be eligible for enrollment in PERS as an employee of the City, Contractor shall indemnify, defend, and hold harmless the City for the payment of any employee and/or employer contributions for PERS benefits on behalf of Contractor or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of the City.

D. Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Contractor and any of its employees, agents, and subcontractors providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by the City, including but not limited to eligibility to enroll in PERS as an employee of the City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for PERS benefits.

12. LEGAL RESPONSIBILITIES
Contractor shall keep itself informed of State and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of Services pursuant to this Agreement. Contractor shall at all times observe and comply with all such laws and regulations. The City and its officials, officers, employees, and agents, shall not be liable at law or in equity occasioned by failure of Contractor to comply with this Section.

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

14. NO BENEFIT TO ARISE TO LOCAL EMPLOYEES
No member, officer, or employee of the City, or their designees or agents, and no public official who exercises authority over or responsibilities with respect to the Services during Landscape Maintenance Services
5 his/her tenure or for one year thereafter, shall have any interest, direct or indirect, in any Agreement or sub-agreement, or the proceeds thereof, for Services to be performed under this Agreement.

15. RELEASE OF INFORMATION/CONFLICTS OF INTEREST
A. All information gained by Contractor in performance of this Agreement shall be considered confidential and shall not be released by Contractor without the City's prior written authorization, unless the information is clearly public. Contractor, its officers, employees, agents, or subcontractors, shall not without written authorization from the City Manager or designee, or unless requested by the City's attorney, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories, or other information concerning the Services performed under this Agreement or relating to the City. Response to a subpoena or court order shall not be considered "voluntary" provided Contractor gives the City notice of such court order or subpoena.

B. Contractor shall promptly notify the City should Contractor, its officers, employees, agents, and/or subcontractors be served with any summons, complaint, notice of deposition, request for documents, interrogatories, request for admissions, or other discovery request ("Discovery"), court order, or subpoena from any person or party regarding this Agreement and the Services performed hereunder or the City, unless the City is a party to any lawsuit, arbitration, or administrative proceeding connected to such Discovery, or unless Contractor is prohibited by law from informing the City of such Discovery. The City retains the right, but has no obligation, to represent Contractor and/or be present at any deposition, hearing, or similar proceeding as allowed by law. Unless the City is a party to the lawsuit, arbitration, or administrative proceeding and is adverse to Contractor in such proceeding, Contractor agrees to cooperate fully with the City and to provide the opportunity to review any response to discovery requests provided by Contractor. However, the City's right to review any such response does not imply or mean the right by the City to control, direct, or rewrite said response, or that the City has an obligation to review any such response or verifies any response it has reviewed.

16. NOTICES
Any notices which either party may desire to give to the other party under this Agreement must be in writing and may be given either by (i) personal service, (ii) delivery by a reputable document delivery service, such as but not limited to, Federal Express, which provides a receipt showing date and time of delivery, or (iii) mail by the United States Postal Service, certified mail, postage prepaid, return receipt requested, addressed to the address of the party as set forth below or at any other address as that party may later designate by notice:

Landscape Maintenance Services
6 To the City:

To Contractor:

17. ASSIGNMENT
City of Santa Fe Springs
11710 E. Telegraph Road
Santa Fe Springs, CA 90670
Attention: Director of Public Works
Mark Brower, President
Merchant Landscape Services
151 O S. Lyon Street
Santa Ana, CA 92705
Contractor shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of the City. Before retaining or contracting with any subcontractor for any services under this Agreement, Contractor shall provide the City with the identity of the proposed subcontractor, a copy of the proposed written contract between Contractor and such subcontractor which shall include and indemnity provision similar to the one provided herein and identifying the City as an indemnified party, or an incorporation of the indemnity provision provided herein, and proof that such proposed subcontractor carries insurance at least equal to that required by this Agreement or obtain a written waiver from the City for such insurance.

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

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

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

Landscape Maintenance Services
7 21. AMENDMENTS
Any amendments to this Agreement must be in writing and executed by the parties hereto, or their respective successors and assigns, in order to be valid.

22. ATTORNEYS' FEES
In the event that litigation is brought by any party in connection with this Agreement, the prevailing party shall be entitled to recover from the opposing party all costs and expenses, including reasonable attorneys' fees, incurred by the prevailing party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof.

23. CONSTRUCTION
The parties hereto have participated jointly in the negotiation and drafting of this Agreement. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement.

24. WAIVER
The delay or failure of any party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.

25. SEVERABILITY
If any provision of this Agreement is determined by a court of competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith negotiations.

Landscape Maintenance Services
8 EXHIBIT A

REQUEST FOR PROPOSALS

EXHIBIT B

CONTRACTOR'S PROPOSAL

EXHIBIT C

INSURANCE REQUIREMENTS
Without limiting Contractor's indemnification of the City, and prior to commencement of Services, Contractor shall obtain, provide, and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to the City. If the Contractor maintains higher limits than the minimum limits shown below, the City requires and shall be entitled to coverage for the higher limits maintained by Contractor. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.

General liability insurance. Contractor shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $5,000,000 per occurrence, $10,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO "insured contract" language will not be accepted.

Automobile liability insurance. Contractor shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Work to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $5,000,000 combined single limit for each accident.

Workers' compensation insurance. Contractor shall maintain Workers' Compensation Insurance (Statutory Limits) and Employer's Liability Insurance (with limits of at least $1,000,000 per accident for bodily injury or disease).

Contractor shall submit to the City, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of the City, its officers, agents, employees, and volunteers.

Umbrella or excess liability insurance. Contractor shall obtain and maintain an umbrella or excess liability insurance policy with limits that will provide bodily injury, personal injury and property damage liability coverage at least as broad as the primary coverages set forth above, including commercial general liability, automobile liability, and employer's liability. Such policy or policies shall include the following terms and conditions:
• A drop-down feature requiring the policy to respond if any primary insurance that would otherwise have applied proves to be uncollectible in whole or in part for any reason;
• Pay on behalf of wording as opposed to reimbursement; • Concurrency of effective dates with primary policies; • Policies shall "follow form" to the underlying primary policies; and • Insureds under primary policies shall also be insureds under the umbrella or excess policies.

Other provisions or requirements
Proof of insurance. Contractor shall provide certificates of insurance to the City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers' compensation. Insurance certificates and endorsements must be approved by the City's Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement. The City reserves the right to require complete, certified copies of all required insurance policies at any time.

Duration of coverage. Contractor shall procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Services hereunder by Contractor, or Contractor's agents, representatives, employees or subcontractors.

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

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

Acceptable insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders' Rating of A- (or higher) and Financial Size Category Class VII (or larger) in accordance with the latest edition of Best's Key Rating Guide, unless otherwise approved by the City's Risk Manager.

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

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

Requirements not limiting. Requirements of specific coverage features or limits contained in this Agreement are not intended as a limitation on coverage, limits or other requirements, or a waiver of any coverage normally provided by any insurance. Specific reference to a given coverage feature is for purposes of clarification only as it pertains to a given issue and is not intended by any party or insured to be all inclusive, or to the exclusion of other coverage, or a waiver of any type.

Notice of cancellation. Contractor agrees to oblige its insurance agent or broker and insurers to provide to the City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or non renewal of coverage for each required coverage.

Additional insured status. General liability policies shall provide or be endorsed to provide that the City and its officers, officials, employees, agents, and volunteers shall be additional insureds under such policies. This provision shall also apply to any excess/umbrella liability policies.

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

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

Pass through clause. Contractor agrees to ensure that its subcontractors, and any other party involved with the Services who is brought onto or involved in the Services by Contractor, provide the same minimum insurance coverage and endorsements required of Contractor. Contractor agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Contractor agrees that upon request, all agreements with contractors, subcontractors, and others engaged in the Services will be submitted to the City review.

The City's right to revise specifications. The City reserves the right at any time during the term of the Agreement to change the amounts and types of insurance required by giving Contractor ninety (90) days advance written notice of such change. If such change results in substantial additional cost to Contractor, the City and Contractor may renegotiate Contractor's compensation or come to some other agreement to address the additional cost.

Self-insured retentions. Any self-insured retentions must be declared to and approved by the City. The City reserves the right to require that self-insured retentions be eliminated, lowered, or replaced by a deductible. Self-insurance will not be considered to comply with these specifications unless approved by the City.

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

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

EXHIBITC

Contractor shall submit to the City, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of the City, its officers, agents, employees, and volunteers.

City of Santa Fe Springs
City Council Meeting May 2, 2023
Report Submitted By: Yvette Kirrin Date of Report: April 27, 2023 Interim Director of Public Works

CONSENT AGENDA
Local Return Funds – Approve the Allocation of Local Transit Return Funds to the Residential Street Improvements Slurry Seal 2022, and Residential Street Improvements South of Florence Avenue (Triangle), and Longworth Avenue (Orr & Day Road to Harvest Avenue)

BACKGROUND
Measure R is a sales tax measure approved by the Los Angeles County voters to finance a countywide transit development in local transportation revenue. Funds can be used to benefit public transit including congestion management programs, bikeways and bike lanes, street improvements supporting public transit service, and pavement management system projects.

Measure M is an ongoing, sustained revenue stream for funding transportation improvements. The measure will keep the transit and highway system safety, and keep the transportation system in good working conditions.

Prop C is a sales tax measure approved by the Los Angeles County voters in 1990 to finance a countywide transit development in local transportation revenue. The funds can be used to benefit public transit including bikeways, bike lanes, and street improvements.

According to the information provided by the Los Angeles County Metropolitan Transportation Authority (METRO), the City of Santa Fe Springs has an approximate balance of: $183,400 of Measure R, $113,900 of Prop C, and $258,900 of Measure M Local Return Funds to use for transportation projects.

City staff determined the two projects meet the funding requirement and is requesting approval to allocate a portion of Local Transit Return Funds to two Capital Improvement Projects. The proposed allocation of a portion of Local Return Funds will replace the Utility User Tax (UUT) Capital Improvement fund for the Residential Street Improvements Slurry Seal 2022 (PW220008), and Residential Street Improvements South of Florence Avenue (Triangle) and Longworth Avenue (Orr & Day Road to Harvest Avenue) (PW220002).

RECOMMENDATION
• Approve the allocation of Measure R and Prop C Local Transit Return Funds in the amount of $297,300 to the Utility User Tax (UUT) Capital Improvement fund for Residential Street Improvements Slurry Seal 2022 project (PW220008); and • Approve the allocation of Measure M Local Transit Return Funds in the amount of $258,900 to the Utility User Tax (UUT) Capital Improvement fund Residential Street Improvements South of Florence Avenue (Triangle) and Longworth Avenue (Orr & Day Road to Harvest Ave) (PW220002).

ITEM NO. 8D
Local Transit Return Funds Page 2 of 2
Report Submitted By: Yvette Kirrin Date of Report: April 27, 2023 Interim Director of Public Works

FISCAL IMPACT
Allocating Local Transit Return Funds in the amount of $556,200 to fund two current CIP projects will reduce the amount of UUT dollars required from the CIP fund for the two projects as follows:

Residential Street Improvements Slurry Seal 2022
a. Measure R Local Return Funds $ 183,400
b. Prop C Local Return Funds $ 113,900
Total: $ 297,300
The $297,300 represents the amount that will be returned to the Utility User Tax (UUT) Capital Improvement fund for the Residential Street Improvements Slurry Seal 2022 project (PW220008); and
Residential Street Improvements South of Florence Avenue a. Measure M Local Return Funds $ 258,900
Total: $ 258,900
The $258,900 represents the amount returned to the Utility User Tax (UUT) Capital Improvement Fund for Residential Street Improvements South of Florence Avenue (Triangle) and Longworth Avenue (Orr & Day Road to Harvest Avenue) project (PW220002).

Tom Hatch
Interim City Manager
Attachments:

None
City of Santa Fe Springs
City Council Meeting May 2, 2023
Report Submitted By: Yvette Kirrin Date of Report: April 27, 2023 Interim Director of Public Works

CONSENT AGENDA
Rosecrans/Marquardt Avenues Grade Separation Project - Cooperative and Funding Agreement Amendment No. 1

BACKGROUND
The Los Angeles County Metropolitan Transportation Authority (Metro) has taken the lead on a project to grade separate Rosecrans Avenue, Marquardt Avenue, and the Burlington North Santa Fe (BNSF) Railway in the City of Santa Fe Springs. At the December 10, 2016 meeting, the City Council endorsed the design alternative to construct an Offset Overpass that realigns Rosecrans Avenue to the south over the Burlington North Santa Fe (BNSF) railroad tracks in the City of Santa Fe Springs.

Pursuant to the project’s funding requirements, Staff nominated the Rosecrans/Marquardt Avenues Grade Separation Project (“Project”) for the California Public Utilities Commission (CPUC) Section 190 Grade Separation Program Priority List. The CPUC subsequently ranked the Project as the Number 1 priority grade separation project in the state of California for Fiscal Years 2016-17 and 2017-18.

At the March 22, 2018 meeting, the City Council adopted Resolution No. 9571 authorizing filing an application to Caltrans for allocation of $15 million of Section 190 Grade Separation Funds for the Project. Metro’s current project cost estimate for the Project is $155 million.

The Section 190 funds will be contributed to the project through a Cooperative and Funding Agreement (Agreement) with Metro. The City will not pay in advance for project costs with City funds. Metro will pay for project costs and request reimbursement from Caltrans through the City’s requisition and reimbursement process.

The Agreement identifies the roles and responsibilities of Metro and the City in the design of the project, including review and approval of the Plans and Specifications for the project. The City will assist Metro by providing engineering, technical, analytical and administrative support services with respect to building and safety, landscaping, street lighting, transportation, civil engineering, public works, inspection, fire/life safety, police protection and other areas deemed necessary by the City and Metro to successfully implement the construction of the project.

RECOMMENDATION
• Authorize the Mayor to sign a Cooperative Amendment No. 1 in final form reviewed and approved by the City Attorney to the Funding Agreement for the Rosecrans/Marquardt Grade Separation Project between the Los Angeles County Metropolitan Transportation Authority and the City of Santa Fe Springs.

ITEM NO. 8E
Rosecrans/Marquardt Avenue Grade Separation -
Cooperative and Funding Agreement Amendment No. 1 Page 2 of 2 Report Submitted By: Noe Negrete Date of Report: April 27, 2023 Director of Public Works
City staff requests Councils approval of the Cooperative and Funding Agreement Amendment No. 1 allowing the City to contract flagging services upon request and as determined by Metro, for an amount not to exceed $1,000,000 for this project. Metro will reimburse costs for flagging services.

LEGAL REVIEW
The City Attorney has reviewed the Cooperative and Funding Agreement Amendment No. 1 for the Rosecrans/Marquardt Grade Separation Project by and between the Los Angeles County Transportation Authority and the City of Santa Fe Springs.

FISCAL IMPACT
Metro will reimburse the City up to $1,000,000 to provide flagging services support costs. Costs that exceed this amount may be reimbursed with written justification by the City and approval by Metro.

INFRASTRUCTURE IMPACT
The proposed Rosecrans/Marquardt Grade Separation Project will improve safety by separating pedestrians and vehicles from trains at the railroad crossing. The Project will also enhance mobility and quality of life for the community.

Tom Hatch
Interim City Manager
Attachments:

1. Cooperative Agreement

2. Amendment No. 1

FIRST AMENDMENT TO

COOPERATIVE AND FUNDING AGREEMENT FOR THE

ROSECRANS/MARQUARDT GRADE SEPARATION PROJECT

BY AND BETWEEN

LOS ANGELES COUNTY METROPOLITAN TRANSPORTATION AUTHORITY AND

THE CITY OF SANTA FE SPRINGS
This First Amendment (“Amendment”) is made and entered into this 2nd day of May 2023, by and between the City of Santa Fe Springs (“City”) and Los Angeles County Metropolitan Transportation Authority (“LACMTA”).

WHEREAS, on July 13, 2018, the City and LACMTA entered into a Cooperative and Funding Agreement (“Agreement”) in connection with the Rosecrans/Marquardt Grade Separation Project (“Project”); and
WHEREAS, the City and LACMTA desire to amend the Agreement to provide for the City to contract for flagging services for the Project as determined by LACMTA; and WHEREAS, the parties agree that LACMTA will reimburse the City for any such flagging services; and
WHEREAS, the parties further agree that the ability of the City to contract for flagging services will not be effective until the execution of this Amendment by both parties.

NOW, THEREFORE, in consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:

1. Section 2.11.9 is hereby added to the Agreement as follows:
“2.11.9 Flagging Services: Upon request and as determined by LACMTA, the City shall contract for flagging services for the Project. LACMTA hereby agrees to reimburse the City, in an amount not to exceed One Million Dollars ($1,000,000), for all such flagging services. LACMTA shall reimburse the City for the flagging services in accordance with Section 8.1 of this Agreement. In addition to LACMTA’s indemnity obligations in Section 10.1, LACMTA hereby agrees to indemnify, defend and hold harmless City, its officers, City Council members, officials, board and commission members, agents and employees from and against any and all liability, expenses (including engineering and defense costs and reasonable legal fees), claims, losses, suits and actions of whatever kind, and for damages of any nature whatsoever, including but not limited to, bodily injury, death, personal injury, or property damage arising from or connected with the City’s contracting for flagging services.”

2. Section 8.1 is hereby amended as follows:
“8.1 Reimbursements to City
LACMTA shall reimburse City for services performed in accordance and pursuant to Sections 2.11.9 and 2.12.5 in the manner provided by this Agreement. Except 2 with respect to Betterments, the issuance of a Work Order shall obligate LACMTA to reimburse City in the manner provided by this Agreement. The term “Cost” shall mean the direct and indirect costs actually incurred by City for activities or work performed or materials acquired in accordance with the terms of this Agreement, less credits to LACMTA as provided in this Agreement. Direct costs shall include allowable direct labor costs spent specifically for work performed under this Agreement by approved and designated positions and/or individuals. Indirect costs shall be computed based upon the Indirect cost Rates approved annually for the City by its cognizant agency (currently the United States Department of Labor pursuant to Circular A-87 of the Office of Management and Budget and Publication OASC-10), for allocation to Federally funded or State funded contracts . Unless the Internal Revenue Service and the California Public Utilities Commission issue regulations or rulings to the contrary, reimbursable costs will not include taxes purportedly arising or resulting from LACMTA's payments to City under this Agreement. Notwithstanding and in lieu of the foregoing, a fixed price for certain Design and/or Construction by the City may be established upon mutual agreement of the Parties, as set forth in the applicable Work Order. Any such fixed price shall include all applicable credits due pursuant to this Agreement with respect to such work.”

3. Except as amended herein, all terms, conditions, and provisions of the Agreement shall remain in full force and effect.

IN WITNESS WHEREOF, the parties hereto have set their hand by their duly authorized representatives as of the day and year first above written.

CITY OF SANTA FE SPRINGS LOS ANGELES COUNTY

METROPOLITAN TRANSPORTATION

AUTHORITY
____________________________ ____________________________ Juanita Martin, Mayor
Date: ______________________ Date: _______________________ ATTEST:
__________________________
Janet Martinez, City Clerk
APPROVED AS TO FORM: APPROVED AS TO FORM:

County Counsel
__________________________
Ivy M. Tsai, City Attorney
City of Santa Fe Springs
City Council Meeting May 2, 2023
Report Submitted By: Yvette Kirrin Date of Report: April 27, 2023 Interim Director of Public Works

CONSENT AGENDA
Los Nietos Park Playground Improvements Project – Final Payment

BACKGROUND
In 1992 and 1996, LA County voters approved an annual assessment on parcels of real property within the County (Prop A) for the purpose of development, acquisition, improvement, restoration, and maintenance of parks, recreational, cultural and community facilities, and open space lands within the County. This proposition established the LA County Regional Park and Open Space District (RPOSD) to work with park agencies, community organizations and the general public to gain insight and recommend effective implementation of Prop A. As Prop A came to an end, LA County started a Countywide Parks and Recreation Needs Assessment (PNA) to determine park needs countywide. Measure A was approved in 2016 to fund the areas in need from the PNA through an annual tax allocation or grant.

Measure A funds were used to improve the Los Nietos Park playground, as the community expressed the need for new playground equipment. The project consisted of the removal of all existing playground equipment, wood chips, and the expansion of the playground footprint to accommodate 2-5 Year and 5-12 Year Old equipment zones. The construction of new sidewalk/curbs around the north end of the playground, relocation of a light pole, installation of artificial turf as walking surface, removal/replacement of benches/trash receptacles and the restoration of impacted landscaping was also part of the scope of work.

The original scope of work included furnishing and the installation of new trees in the event the playground expansion compromised the existing trees. However, Staff is happy to report that all of the existing trees were protected, and the invoice reflects that cost savings.

FISCAL IMPACT
The construction cost ($410,441.61) of the project will be covered by funding allocations that have been accrued through Measure A. The project costs are as follows:

ITEM AMOUNT
Construction $ 410,441.61
Engineering $ 10,000.00
Inspection $ 15,000.00
Contingency $ 36,700.00
Total Project Cost: $ 472,141.61

RECOMMENDATION
• Approve the Final Payment to Miracle Recreation of Dallas Texas for the full amount of $410,441.61 for the subject project; and
• Authorize the Interim Director of Public Works to approve the Miracle Recreation invoice No. 849573 for Purchase Order No. 2220110 as the Final Payment for this playground improvement project (PW220103).

ITEM NO. 8F
Los Nietos Park Playground Improvements Project
Final Payment Page 2 of 2
Report Submitted By: Yvette Kirrin Date of Report: April 27, 2023 Interim Director of Public Works

PROJECT FUNDING AMOUNT
Measure A $ 410,441.61
Utility User Tax Fund $ 61,700.00
Total Project Funding: $ 472,141.61
The total project cost including construction, design, engineering, and contingency, is approximately $472,141.61. The project has sufficient funds, and the City will be reimbursed via Measure A funds in the amount of $410,441.61.

INFRASTRUCTURE IMPACT
The Los Nietos Park Improvements project improves the aesthetics of the Los Nietos Park playground and creates a fun environment for park patrons.

Tom Hatch
Interim City Manager
Attachments:

1. Resolution No. 9745

2. Miracle Recreation Invoice No. 849573

3. PO No. 2220110

Fiscal Year

THIS NUMBER MUST APPEAR ON ALL
INVOICES, PACKAGES AND SHIPPING PAPERS.

Purchase
Order #
B
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L
T
O
Purchase Order
V
E
N
D
O
R
S
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Vendor Phone Number Email Address Requisition Number Delivery Reference Date Ordered Vendor Number Date Required Freight Method/Terms Department/Location Item# Description/PartNo QTY UOM Unit Price Extended Price *************** GL SUMMARY ***************
By:

Director of Purchasing Services
2022 Page: 1 of: 1
2220110

CITY OF SANTA FE SPRINGS

FINANCE DEPARTMENT
11710 TELEGRAPH RD.

SANTA FE SPRINGS, CA 90670-3679
Email: [email protected]

MIRACLE RECREATION EQUIPMENT
PO BOX 734154
DALLAS, TX 75373-4154

CITY HALL
11710 E TELEGRAPH RD
SANTA FE SPRINGS, CA 90670
Phone: 562-868-0511
Hours: 562-868-7112
800-264-7225 1222539
12/15/2021 145 PW ENGINEERING

EQUIPMENT FOR PARK LNP
LNP PLAYGROUND EQUIPMENT EACH1.0 $415,574.98 $415,574.98 4053 - 573100 $415,574.98
Total Ext. Price $415,574.98
Total Sales Tax $0.00
Total Freight $0.00
Total Discount $0.00
Total Credit $0.00
PO Total $415,574.98

1. The vendor shall furnish to the City the labor, materials, equipment or supplies described in the Purchase Order on the reverse side hereof.

2. The City shall pay to the Vendor the price, or prices, specified in the Purchase Order upon delivery of the materials, equipment or supplies and acceptance thereof by the City Purchasing Officer, or upon the completion of the work to be performed and acceptance thereof, as specified in the Purchase Order.

3. If the Purchase Order is continuing in nature, the City shall pay to the Vendor after the close of each calendar month the amount due Vendor for materials, equipment, or supplies furnished, or work completed and accepted, as herein provided during the preceding calendar month.

4. The Vendor shall deliver the materials, equipment or supplies, or cause the work to be performed, within the quantity, time and in the manner specified in the Purchase Order. The Vendor shall be excused in performance for delays resulting from causes beyond the control of the Vendor.

5. The Vendor shall indemnify, defend, and hold harmless the City and its officials, contractors, agents, volunteers, and employees from and against any and all liability and expenses including defense cost and legal fees and claims for damages of any nature whatsoever, including but not limited to bodily injury, death, personal injury, or property damage arising out of the performance of the work hereunder, or by negligent act or omission of the Vendor and of the Vendor’s subcontractors, vendors, or suppliers, anyone directly or indirectly employed by any of them or anyone for whose acts may be liable, except where caused by the active negligence, sole negligence, or willful misconduct of the City. The indemnity shall survive expiration or termination of the Order or final payment thereunder. This indemnity is in addition to any other rights remedies which the City may have under the law or under the contract. In the event of any claim or demand made against any party which is entitled to be indemnified hereunder, the City may, at its sole discretion, reserve, retain, or apply any monies due to the Vendor under the contract for the purpose of resolving such claims, provided however that the City may release such funds if the Vendor provides the City with reasonable assurance of protection of City’s interests. The City shall, in its sole discretion, determine whether such assurances are reasonable.

If performing a service for City, the vendor shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01. in an amount not less than $1,000,000 per occurrence, $2,000,000 general aggregate, for bodily injury, personal injury, and property damage, including without limitation, blanket contractual liability. The City, its officers, officials, agents, and employees shall be added as insureds on the policy For Public Works construction projects, the Vendor is required to secure Worker’s Compensation for its employees in accordance with Labor Code Section 3700.

6. The Vendor, in the performance of any work or the furnishing of any labor under the Purchase Order, shall be considered as an independent contractor. The Vendor, his agents and employees, shall not be considered as officers or employees of the City.

7. The Vendor, without the written consent of the City Purchasing Officer, shall not:
a. Assign the Purchase Order, or any interest therein, or any money due thereunder:
b. Make any changes, alterations or variations in the terms of the Purchase Order.

8. The cost of inspection on deliveries, or offers for deliveries which do not meet specifications, will be charged against the account of the Vendor.

9. The Vendor shall indemnify and hold harmless the City, its officers and employees, from liability, claims, loss or expense of any kind or nature on account of any copyrighted or uncopyrighted composition, patented or unpatented secret process or invention, article or appliance furnished or used under this Purchase Order.

10. The Vendor, in the performance of the terms of the Purchase Order, shall comply with all ordinances, laws and lawful regulations pertaining thereto, and shall obtain and pay for all required licenses and permits.

11. No return or exchange of materials, equipment or supplies will be permitted without written approval of the City Purchasing Officer.

12. All materials, supplies and equipment in these specifications where applicable, shall be in full compliance with the Safety Orders and regulations of the Division of Industrials Safety of the State of California and the Williams- Steiger Federal Occupational Health and Safety Act of 1970.

EQUAL EMPLOYMENT OPPORTUNITY

13. It is understood and agreed that the Vendor shall comply with all requirements, when applicable, of the California Department of Fair Employment and Housing and the provisions, when applicable, of the Municipal Code of the City of Santa Fe Springs in the performance of any agreement or contract resulting under the Purchase Order.

PREVAILING WAGE

14. For Public Works construction projects, the Vendor shall pay prevailing wage in accordance with the Labor Code Sections 1720 et seq.

City of Santa Fe Springs
City Council Meeting May 2, 2023
Report Submitted By: Yvette Kirrin Date of Report: April 27, 2023 Interim Director of Public Works

CONSENT AGENDA
Backflow Prevention and Cross Connection Control Specialist Services - Professional Services Agreement with waterTALENT

BACKGROUND
City staff has determined an immediate need for a Backflow Prevention and Cross Connection Control Specialist to assist in bringing the Water Utility’s Backflow Prevention Program into full compliance with State regulations, and to help ensure the integrity of the water distribution system and water quality throughout the City. waterTALENT is agreeable to providing Backflow Prevention and Cross Connection Control Specialist services at an hourly rate of $125.00.

LEGAL REVIEW
The City Attorney has reviewed the Professional Services Agreement with waterTALENT.

Tom Hatch
Interim City Manager
Attachments:

1. Professional Services Agreement

RECOMMENDATION
• Approve and authorize the Mayor to execute the Professional Services Agreement with waterTALENT for a Cross Connection Control Specialist.

ITEM NO. 8G

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CITY OF SANTA FE SPRINGS

PROFESSIONAL SERVICES AGREEMENT
WITH
waterTALENT, LLC
This Professional Services Agreement (“Agreement”) is made and effective as of May 3, 2023 (“Effective Date”), by and between the City of Santa Fe Springs, a California municipal corporation, (“City”) and waterTALENT, LLC, a California limited liability company (“Consultant” or “waterTALENT”). In consideration of the mutual covenants and conditions set forth herein, the parties agree as follows:

1. TERM
This Agreement shall commence on May 3, 2023, and shall remain and continue in effect until the services described herein are completed, but in no event later than one year (to May 3, 2024) unless sooner terminated pursuant to the provisions of this Agreement.

2. SERVICES
Consultant shall perform the services described and set forth in Exhibit A attached hereto and incorporated herein as though set forth in full (“Services”).

3. PERFORMANCE
Consultant shall at all times faithfully, competently and to the best of Consultant’s ability, experience, and talent, perform all tasks described herein. Consultant shall employ, at a minimum, generally accepted standards and practices utilized by persons engaged in providing similar services as are required of Consultant under this Agreement. Consultant shall be responsible for all services to be performed under this Agreement.

4. CITY MANAGEMENT
The City Manager or designee shall represent the City in all matters pertaining to the administration of this Agreement, including review and approval of all products submitted by Consultant.

5. PAYMENT
A. City agrees to pay Consultant monthly upon invoice pursuant to the Fee Schedule attached hereto as Exhibit B and incorporated herein as though set forth in full.

This amount shall not exceed Ninety Thousand dollars ($90,000.00) for the total term of the Agreement unless additional payment is approved as provided in this Agreement.

B. Consultant shall not be compensated for any services rendered in connection with its performance of this Agreement which are in addition to those set forth herein,

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unless such additional services are authorized in advance and in writing by the City Manager or designee. Consultant shall be compensated for any additional services in the amounts and in the manner as agreed to in writing by the City and Consultant at the time the City’s written authorization is given to Consultant for the performance of said services.

C. Consultant will submit invoices monthly for actual Services performed. Payment shall be made within thirty (30) days of receipt of each invoice as to all nondisputed fees. If the City disputes any of Consultant's Services or fees, it shall give written notice to Consultant within thirty (30) days of receipt of an invoice of any disputed fees set forth on the invoice. Any final payment under this Agreement shall be made within forty-five (45) days of receipt of an invoice therefor.

6. SUSPENSION OR TERMINATION OF AGREEMENT WITHOUT CAUSE A. The City may at any time, for any reason, without cause, suspend or terminate this Agreement, or any portion hereof, by serving upon Consultant at least ten (10) days’ prior written notice. Upon receipt of said notice, Consultant shall immediately cease all Services under this Agreement, unless the notice provides otherwise. If the City suspends or terminates a portion of this Agreement, such suspension or termination shall not make void or invalidate the remainder of this Agreement.

B. In the event this Agreement is terminated pursuant to this section, the City shall pay to Consultant the actual value of the Services performed up to the time of termination, unless the City disputes any of the Services performed or fees. Upon termination of the Agreement pursuant to this section, Consultant will submit an invoice to the City pursuant to Section 5.

7. DEFAULT OF CONSULTANT
If the City determines that Consultant is in default in the performance of any of the terms or conditions of this Agreement, the City shall serve Consultant a written notice of the default. Consultant shall have seven (7) days after service of said notice to cure the default. In the event that Consultant fails to cure the default within such period of time or fails to present the City with a written plan for the diligent cure of default if such default cannot be cured within seven days, the City shall have the right, notwithstanding any other provision of this Agreement, to terminate this Agreement without further notice and without prejudice to any other remedy to which it may be entitled at law, in equity or under this Agreement. The City shall also have the right to offset against the amount of any fees due to Consultant any costs incurred by the City as a result of Consultant’s default.

8. OWNERSHIP OF DOCUMENTS
A. Consultant shall maintain complete and accurate records with respect to tasks, costs, expenses, receipts, and other such information required by the City that

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relate to the performance of Services under this Agreement. Consultant shall maintain adequate records of Services provided in sufficient detail to permit an evaluation of Services. All such records shall be maintained in accordance with generally accepted accounting principles and shall be clearly identified and readily accessible. Consultant shall provide free access to the representatives of the City or its designees at reasonable times to such books and records; shall give the City the right to examine and audit said books and records; shall permit the City to make transcripts or copies therefrom as necessary; and shall allow inspection of all Services, data, documents, proceedings, and activities related to this Agreement. Such records, together with supporting documents, shall be maintained for a period of three (3) years after receipt of final payment.

In addition, pursuant to Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds ten thousand dollars, all such documents and this Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of City, for a period of three (3) years after final payment under this Agreement.

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

9. INDEMNIFICATION AND DEFENSE
A. Indemnity.

To the fullest extent permitted by law, Consultant shall indemnify and hold harmless the City and any and all of its officials, officers, employees, agents, and/or volunteers (“Indemnified Parties”) from and against any and all losses, liabilities, damages, costs and expenses, including attorneys’ fees and costs, caused in whole or in part by the acts, errors, or omissions of Consultant, its officers, agents, employees, or subconsultants (or any agency or individual that Consultant shall bear the legal liability thereof) in the performance of Services under this Agreement.

Right to Withhold Payments. If Consultant fails to provide a deposit or promptly

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satisfy an indemnity obligation described herein, City shall have the right to withhold payments under this Agreement to offset that amount.

The obligations of Consultant under this section are not limited by the provisions of any workers’ compensation act or similar act. Consultant expressly waives its statutory immunity under such statutes or laws as to City.

City does not waive any indemnity rights by accepting any insurance policy or certificate required pursuant to this Agreement. Consultant’s indemnification obligations apply regardless of whether or not any insurance policies are determined to be applicable to the claim, demand, damage, liability, loss, cost or expense.

B. Duty to Defend.

In the event the City, its officials, officers, employees, agents, and/or volunteers are made a party to any claim, action, lawsuit, or other adversarial proceeding (“Action”), whether or not Consultant is named in such Action but only if such Action arises from the performance of the Services under this Agreement, and upon demand by the City, Consultant shall defend the City at Consultant’s sole cost, or at the City’s option, to reimburse the City for its costs of defense, including reasonable attorneys’ fees and costs incurred in the defense.

C. Payment by the City for Services is not a condition precedent to enforcement of this section. Consultant’s duty to defend, indemnify, and hold harmless the City shall not extend to the City’s sole or active negligence. In the event of any dispute between Consultant and the City as to whether liability arises from the sole or active negligence of the City or its officials, officers, employees, agents, and/or volunteers, Consultant will be obligated to pay for the City’s defense until such time as a final judgment has been entered adjudicating the City as solely or actively negligent. Consultant will not be entitled in the absence of such a determination to any reimbursement of defense costs including, but not limited to, attorneys’ fees, expert fees and costs of litigation.

10. INSURANCE
Consultant shall maintain prior to the beginning of and for the duration of this Agreement insurance coverage as specified in Exhibit C attached hereto and made a part of this Agreement. Failure of the Consultant to maintain the insurance required by this Agreement, or to comply with any of the requirements of this section, shall constitute a material breach of this Agreement.

11. INDEPENDENT CONTRACTOR
A. Consultant is and shall at all times remain as to the City a wholly independent consultant and/or independent contractor. The personnel performing the services under this Agreement on behalf of Consultant shall at all times be under

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Consultant's exclusive direction and control. Neither the City nor any of its officers, employees, or agents shall have control over the conduct of Consultant or any of Consultant's officers, employees, or agents, except as set forth in this Agreement.

Consultant shall not at any time or in any manner represent that Consultant or any of Consultant’s officers, employees, or agents are in any manner officers, employees, or agents of the City. Consultant shall not incur or have the power to incur any debt, obligation, or liability whatever against the City, or bind the City in any manner.

B. No employee benefits shall be available to Consultant in connection with the performance of this Agreement. Except for the fees paid to Consultant as provided in the Agreement, the City shall not pay salaries, wages, or other compensation to Consultant for performing services hereunder for the City. The City shall not be liable for compensation or indemnification to Consultant for injury or sickness arising out of performing services hereunder. Consultant shall secure, at its sole expense, and be responsible for any and all payment of Income Tax, Social Security, State Disability Insurance Compensation, Unemployment Compensation, and other payroll deductions for Consultant and its officers, agents, and employees, and all business licenses, if any are required, in connection with the services to be performed hereunder. Consultant shall indemnify and hold the City harmless from any and all taxes, assessments, penalties, and interest asserted against the City by reason of the independent contractor relationship created by this Agreement. Consultant further agrees to indemnify and hold the City harmless from any failure of Consultant to comply with the applicable worker’s compensation laws. The City shall have the right to offset against the amount of any fees due to Consultant under this Agreement as a result of Consultant’s failure to promptly pay to the City any reimbursement or indemnification arising under this paragraph.

C. In the event that Consultant or any employee, agent, or subconsultant of Consultant providing Services under this Agreement claims or is determined by a court of competent jurisdiction or the California Public Employees Retirement System (CalPERS) to be eligible for enrollment in CalPERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless the City for the payment of any employee and/or employer contributions for CalPERS benefits on behalf of Consultant or its employees, agents, or subconsultants, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of the City.

D. Notwithstanding any other agency, state or federal policy, rule, regulation, law or ordinance to the contrary, Consultant and any of its employees, agents, and subconsultants providing service under this Agreement shall not qualify for or become entitled to, and hereby agree to waive any claims to, any compensation, benefit, or any incident of employment by the City, including but not limited to eligibility to enroll in CalPERS as an employee of the City and entitlement to any contribution to be paid by City for employer contribution and/or employee contributions for CalPERS benefits.

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E. City shall not withhold applicable taxes or other payroll deductions from payments made to Consultant unless and except as otherwise required by law. Consultant shall be solely responsible for calculating, withholding, and paying all taxes.

12. LEGAL RESPONSIBILITIES
Consultant shall keep itself informed of local, State, and Federal laws and regulations which in any manner affect those employed by it or in any way affect the performance of Services pursuant to this Agreement. Consultant shall at all times observe and comply with all such laws and regulations. The City, its officials, officers, employees, and agents shall not be liable at law or in equity occasioned by failure of Consultant to comply with this Section.

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

14. NO BENEFIT TO ARISE TO LOCAL EMPLOYEES
No member, officer, or employee of the City, or their designees or agents, and no public official who exercises authority over or responsibilities with respect to the Services during his/her tenure or for one year thereafter, shall have any interest, direct or indirect, in any Agreement or sub-agreement, or the proceeds thereof, for Services to be performed under this Agreement.

15. CONFIDENTIALITY/RELEASE OF INFORMATION/CONFLICTS OF INTEREST A. All information gained by Consultant in performance of this Agreement shall be considered confidential and shall not be released by Consultant without the City's prior written authorization, unless the information is clearly public. Consultant, its officers, employees, agents, or subconsultants, shall not without written authorization from the City Manager or designee, or unless requested by the City’s attorney, voluntarily provide declarations, letters of support, testimony at depositions, response to interrogatories, or other information concerning the Services performed under this Agreement or relating to the City. Response to a subpoena or court order shall not be considered “voluntary” provided Consultant gives the City notice of such court order or subpoena.

B. Consultant shall promptly notify the City should Consultant, its officers, employees, agents, and/or subconsultants be served with any summons,

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complaint, notice of deposition, request for documents, interrogatories, request for admissions, or other discovery request (“Discovery”), court order, or subpoena from any person or party regarding this Agreement and the Services performed hereunder or the City, unless the City is a party to any lawsuit, arbitration, or administrative proceeding connected to such Discovery, or unless Consultant is prohibited by law from informing the City of such Discovery. The City retains the right, but has no obligation, to represent Consultant and/or be present at any deposition, hearing, or similar proceeding as allowed by law. Unless the City is a party to the lawsuit, arbitration, or administrative proceeding and is adverse to Consultant in such proceeding, Consultant agrees to cooperate fully with the City and to provide the opportunity to review any response to discovery requests provided by Consultant. However, the City's right to review any such response does not imply or mean the right by the City to control, direct, or rewrite said response, or that the City has an obligation to review any such response or verify any response it has reviewed.

C. This provision shall survive the expiration or termination of the Agreement.

To the City: City of Santa Fe Springs
11710 E. Telegraph Road
Santa Fe Springs, CA 90670
Attention: Jesse Sira
To Consultant: waterTALENT, LLC
15233 Ventura Blvd., Suite 615
Sherman Oaks, CA 91403
Attention: Tyler Reifert

17. ASSIGNMENT
Consultant shall not assign the performance of this Agreement, nor any part thereof, nor any monies due hereunder, without prior written consent of the City. Because of the personal nature of the Services to be rendered pursuant to this Agreement, only the temporary employee whose resume was proposed herein to be the Cross Connection Control Specialist shall perform the Services described in this Agreement, unless otherwise agreed to by City. Consultant shall provide City fourteen (14) days’ notice prior to the departure of said temporary employee from Consultant’s employ, or as soon as

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Consultant becomes aware of separation if 14 days’ notice is not possible. Should that person leave Consultant's employ, City shall have the option to immediately terminate this Agreement, within three (3) days of the close of said notice period. Upon termination of this Agreement, Consultant’s sole compensation shall be payment for actual Services performed up to, and including, the date of termination or as may be otherwise agreed to in writing between the City and Consultant. Before retaining or contracting with any subconsultant for any services under this Agreement, Consultant shall provide the City with the identity of the proposed subconsultant, a copy of the proposed written contract between Consultant and such subconsultant which shall include and indemnity provision similar to the one provided herein and identifying the City as an indemnified party, or an incorporation of the indemnity provision provided herein, and proof that such proposed subconsultant carries insurance at least equal to that required by this Agreement or obtain a written waiver from the City for such insurance.

18. UNAUTHORIZED CONVERSION OF TEMPORARY EMPLOYEE BY CLIENT;

NON-SOLICITATION
City understands that temporary employees of Consultant are assigned to City to render temporary services, and absent agreement to the contrary, are not assigned to become employees of City. City acknowledges that considerable expense is incurred by Consultant to advertise, recruit, evaluate, train, screen, and provide appropriate quality controls relative to such temporary employees.

Accordingly, City will not, without the prior written consent of Consultant, which may be granted or withheld in Consultant’s sole discretion, solicit such temporary employee for employment other than through Consultant, interfere with the employment relationship between Consultant and temporary employees, or directly or indirectly cause a temporary employee to transfer to another temporary staffing service.

If City, either directly or indirectly, including through any company or entity within Consultant’s control or a company affiliated with City, hires such temporary employee of Consultant as an employee, consultant, independent contractor of City, or utilizes the temporary employee’s services through another temporary or outsourcing service during such temporary employee’s employment by Consultant or an affiliate of Consultant, or within twelve (12) months after conclusion of this person’s temporary assignment by Consultant at City, City agrees to pay Consultant a direct hire/conversion fee stipulated by the parties to be set forth in a Fee Schedule to be amended to this Agreement or, in the case of a direct placement or temp-to-hire conversion, a fee equal to twenty-five percent (25%) of the employee’s annualized wage or salary offered to temporary employee by City. If the offer to the temporary employee is not considered full-time, the conversion fee shall be calculated by the average amount of hours worked on a weekly basis then annualized on a schedule for a 12-month/52-week period.

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

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

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

22. SERVICES SCHEDULED/TIME OF COMPLETION
City and Consultant agree that time is of the essence in this Agreement.

23. AMENDMENTS
Any amendments to this Agreement must be in writing and executed by the parties hereto, or their respective successors and assigns, in order to be valid.

24. NON-EXCLUSIVE AGREEMENT
Consultant acknowledges that the City may enter into agreements with other consultants for services similar to the services that are subject to this Agreement or may have its own employees perform services similar to those services contemplated by this Agreement.

25. ATTORNEYS’ FEES
In the event that litigation is brought by any party in connection with this Agreement, the prevailing party shall be entitled to recover from the opposing party all costs and expenses, including reasonable attorneys’ fees, incurred by the prevailing party in the exercise of any of its rights or remedies hereunder or the enforcement of any of the terms, conditions, or provisions hereof.

Page 10 of 11 ends

26. CONSTRUCTION
The parties hereto have participated jointly in the negotiation and drafting of this Agreement. In the event an ambiguity or question of intent or interpretation arises with respect to this Agreement, this Agreement shall be construed as if drafted jointly by the parties and in accordance with its fair meaning. There shall be no presumption or burden of proof favoring or disfavoring any party by virtue of the authorship of any of the provisions of this Agreement.

27. WAIVER
The delay or failure of any party at any time to require performance or compliance by the other of any of its obligations or agreements shall in no way be deemed a waiver of those rights to require such performance or compliance. No waiver of any provision of this Agreement shall be effective unless in writing and signed by a duly authorized representative of the party against whom enforcement of a waiver is sought. The waiver of any right or remedy in respect to any occurrence or event shall not be deemed a waiver of any right or remedy in respect to any other occurrence or event, nor shall any waiver constitute a continuing waiver.

28. SEVERABILITY
If any provision of this Agreement is determined by a court of competent jurisdiction to be unenforceable in any circumstance, such determination shall not affect the validity or enforceability of the remaining terms and provisions hereof or of the offending provision in any other circumstance. Notwithstanding the foregoing, if the value of this Agreement, based upon the substantial benefit of the bargain for any party, is materially impaired, which determination made by the presiding court or arbitrator of competent jurisdiction shall be binding, then both parties agree to substitute such provision(s) through good faith negotiations.

29. REMEDIES
City retains any and all available legal and equitable remedies for Consultant’s breach of this Agreement. Each right, power and remedy provided for herein or now or hereafter existing at law, in equity, by statute, or otherwise shall be cumulative and shall be in addition to every other right, power, or remedy provided for herein or now or hereafter existing at law, in equity, by statute, or otherwise. The exercise, the commencement of the exercise, or the forbearance from the exercise by any party of any one or more of such rights, powers or remedies shall not preclude the simultaneous or later exercise by such party of any or all of such other rights, powers or remedies.

30. COUNTERPARTS
This Agreement may be executed in one or more counterparts, each of which shall be deemed an original. All counterparts shall be construed together and shall constitute one agreement.

Page 11 of 11 ends

31. ELECTRONIC SIGNATURES
The parties acknowledge and agree that execution of this Agreement by electronic signatures or electronic transmittal of signatures are the same as handwritten signatures for the purposes of validity, enforceability, and admissibility.

32. AUTHORITY TO EXECUTE THIS AGREEMENT
The persons executing this Agreement on behalf of the parties warrants and represents that they have the authority to execute this Agreement on behalf of said parties and has the authority to bind the parties to the provisions of this Agreement.

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

CITY OF SANTA FE SPRINGS waterTALENT, LLC
____________________________ ____________________________ Name: ______________________
Title: _______________________
Date: ______________________ Date: _______________________ ATTEST:
__________________________
Janet Martinez, City Clerk
APPROVED AS TO FORM:
_________________________
Ivy M. Tsai, City Attorney
Attachments: Exhibit A Services
Exhibit B Fee Schedule
Exhibit C Insurance Requirements

EXHIBIT A

SERVICES
Cross Connection Control Specialist
Backflow Responsibilities
• Manage and administer the City’s Backflow Prevention and Cross Connection Control Program.
• Ensure the City is compliant with Federal, State, and local regulations (EPA, California State Water Board, LA County Dept. of Public Health).
• Mail out monthly test notices at the beginning of each month. • Enter backflow test results in the computerized database. • Mail out follow-up and final backflow test notices
• Conduct site visits/meet with property owners to ensure backflow testing requirements are met.
• Conduct field investigations to ensure all backflow prevention devices are in the City’s database,
or confirm that the LA County Dept. of Public Health – Cross Connection Control Division has jurisdiction and oversees the testing.
• Conduct field investigations to ensure the City’s database is complete. • Locate and inspect backflow prevention assemblies.
• Perform routine field backflow inspections.
• Specify and inspect device installation.
• Complete reports of work performed daily.
• Maintain, install, and test backflow prevention assemblies as needed. • Maintain backflow testing files and records.

Cross Connection Control
• Perform site inspections.
• Investigate cross-connection hazards.
• Work with LA County Dept. of Public Health inspectors to coordinate and conduct cross connection surveys.
• Work with other City departments and Santa Fe Springs Fire Department to ensure regulatory compliance.

Other Duties
• Assist in the administration and coordination of special events, trainings, programs or projects.
• Develop or assist in developing reports, presentations, correspondence, informational brochures, flyers, and promotional materials regarding backflow prevention and cross connection control.

Knowledge, Skills, Licenses
• Knowledge of the principles, construction, and operation of cross connection control devices; of basic hydraulics as applied to a water distribution system; of common hand tools.
• Knowledge of Water Quality regulations and sampling requirements. • Skill in performing construction project inspections; in preparing clear and concise oral or written reports.
• Experience in compiling data and creating and submitting reports to regulatory agencies. • LA County/AWWA Backflow Tester Certification.
• AWWA Cross Connection Control Specialist Certification. • SWRCB Water Distribution 3 Certification.
• SWRCB Water Treatment 2 Certification.

EXHIBIT B

FEE SCHEDULE
Included Insurance Included Services
● $5M Minimum Unencumbered General Liability ● Payroll and compliance services ● $1M Commercial Auto Insurance; Non-Owner
Vehicle
● Cell phone for real-time tracking and
payroll
● $5M Professional Liability ● Mileage
● $5M Pollution Liability
● $1M Worker’s Compensation Insurance
● $1M Excess Liability Umbrella Insurance
Table 1 – waterTALENT Fee Schedule
Operator Regular Rate
waterTALENT and City of Santa Fe Springs – Cross
Connection Control Specialist – Candidate 1 $125/hr
Overtime:

Workweeks are defined as 5 days @ 8 hours per day, Monday - Sunday. Overtime hours, according to the State of California, are defined as any work in excess of eight (8) hours in one normal workday and any work in excess of 40 hours in any one workweek and the first eight hours worked on the seventh day of work in any one workweek. These overtime hours shall be billed at the rate of no less than one and one-half (1.5) times the regular rate of pay. If Operator works more than 12 hours in any workday or works any time in excess of eight hours on the seventh consecutive day of work in a workweek, hours shall be billed at two (2.0) times the regular rate. If Operator is expected to work on a federally declared/observed holiday, Operator’s hours shall be billed at a rate of 1.5x for all standard hours worked up to 8 in a single day or 40 in a week, as well as 2.0x for any hours worked over 8 in a single day or over 40 hours in a week, as well as over eight hours on the seventh consecutive day of work in a workweek.

On-Call Support:

If an Operator is expected to provide On-Call support the following billing shall take place:
• Standby On-Call: if waterTALENT Operator is expected to remain in the vicinity of the Client system and in a ready-to-respond status during off hours on a day where they have already worked a shift, this time shall be billed as one (1) regular hour of time. On days where they have not worked a shift and are expected to remain in a ready-to-respond status (off days), time shall be billed as two (2) regular hours of time. Note: standby billable hours do not accrue towards overtime.
• Activated On-Call: if waterTALENT Operator is called out to respond to a system alarm or emergency after hours to Client system, then this time shall be billed at a minimum of two (2) hours or for the total duration of time from departure from domicile to return to domicile, whichever is greater. Standard labor laws shall apply if Operator happens to have accrued the appropriate amount of hours to constitute overtime.

EXHIBIT C

INSURANCE REQUIREMENTS
Without limiting Consultant’s indemnification of the City, and prior to commencement of Services, Consultant shall obtain, provide, and maintain at its own expense during the term of this Agreement, policies of insurance of the type and amounts described below and in a form satisfactory to the City. If Consultant maintains higher limits than the minimum limits shown below, the City requires and shall be entitled to coverage for the higher limits maintained by the Consultant. Any available insurance proceeds in excess of the specified minimum limits of insurance and coverage shall be available to the City.

General liability insurance. Consultant shall maintain commercial general liability insurance with coverage at least as broad as Insurance Services Office form CG 00 01, in an amount not less than $2,000,000 per occurrence, $4,000,000 general aggregate, for bodily injury, personal injury, and property damage. The policy must include contractual liability that has not been amended. Any endorsement restricting standard ISO “insured contract” language will not be accepted.

Automobile liability insurance. Consultant shall maintain automobile insurance at least as broad as Insurance Services Office form CA 00 01 covering bodily injury and property damage for all activities of the Consultant arising out of or in connection with Services to be performed under this Agreement, including coverage for any owned, hired, non-owned or rented vehicles, in an amount not less than $1,000,000 combined single limit for each accident.

Professional liability (errors & omissions) insurance. Consultant shall maintain professional liability insurance that covers the Services to be performed in connection with this Agreement, in the minimum amount of $1,000,000 per claim and in the aggregate. Any policy inception date, continuity date, or retroactive date must be before the effective date of this Agreement and Consultant agrees to maintain continuous coverage through a period no less than three (3) years after completion of the services required by this Agreement.

Workers’ compensation insurance. Consultant shall maintain Workers’ Compensation Insurance (Statutory Limits) and Employer’s Liability Insurance (with limits of at least $1,000,000 per accident for bodily injury or disease).

Consultant shall submit to the City, along with the certificate of insurance, a Waiver of Subrogation endorsement in favor of the City, its officers, agents, employees, and volunteers.

Umbrella or excess liability insurance. Consultant shall obtain and maintain an umbrella or excess liability insurance policy with limits that will provide bodily injury, personal injury and property damage liability coverage at least as broad as the primary coverages set forth above, including commercial general liability, automobile liability, and employer’s liability. Such policy or policies shall include the following terms and conditions:
• A drop-down feature requiring the policy to respond if any primary insurance that would otherwise have applied proves to be uncollectible in whole or in part for any reason;
• Pay on behalf of wording as opposed to reimbursement; • Concurrency of effective dates with primary policies; • Policies shall “follow form” to the underlying primary policies; and • Insureds under primary policies shall also be insureds under the umbrella or excess policies.

Other provisions or requirements
Proof of insurance. Consultant shall provide certificates of insurance to the City as evidence of the insurance coverage required herein, along with a waiver of subrogation endorsement for workers’ compensation. Insurance certificates and endorsements must be approved by the City’s Risk Manager prior to commencement of performance. Current certification of insurance shall be kept on file with the City at all times during the term of this Agreement. The City reserves the right to require complete, certified copies of all required insurance policies at any time.

Duration of coverage. Consultant shall procure and maintain for the duration of the Agreement insurance against claims for injuries to persons or damages to property, which may arise from or in connection with the performance of the Services hereunder by Consultant, or Consultant’s agents, representatives, employees or subconsultants, as specified in this Agreement. Failure of the Consultant to maintain the insurance required by this Agreement, or to comply with any of the requirements of this section, shall constitute a material breach of this Agreement.

Primary/noncontributing. Coverage provided by Consultant, including all endorsements, shall be primary. Any insurance or self-insurance procured or maintained by the City shall be in excess of Consultant’s insurance and shall not contribute with it.

The limits of insurance required herein may be satisfied by a combination of primary and umbrella or excess insurance. Any umbrella or excess insurance shall contain or be endorsed to contain a provision that such coverage shall also apply on a primary and non-contributory basis for the benefit of the City before the City’s own insurance or selfinsurance shall be called upon to protect it as a named insured.

City has no obligation to pay any premiums, assessments, or deductibles under any policy required in this Agreement. Consultant shall be responsible for all premiums and deductibles in all of Consultant’s insurance policies.

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

Acceptable insurers. All insurance policies shall be issued by an insurance company currently authorized by the Insurance Commissioner to transact business of insurance or is on the List of Approved Surplus Line Insurers in the State of California, with an assigned policyholders’ Rating of A- (or higher) and Financial Size Category Class VI (or larger) in accordance with the latest edition of Best’s Key Rating Guide, unless otherwise approved by the City’s Risk Manager.

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

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

Notice of cancellation. Consultant agrees to oblige its insurance agent or broker and insurers to provide to the City with a thirty (30) day notice of cancellation (except for nonpayment for which a ten (10) day notice is required) or nonrenewal of coverage for each required coverage.

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

Pass through clause. Consultant agrees to ensure that its subconsultants, subcontractors, and any other party involved with the Services who is brought onto or involved in the Services by Consultant, provide the same minimum insurance coverage and endorsements required of Consultant. Consultant agrees to monitor and review all such coverage and assumes all responsibility for ensuring that such coverage is provided in conformity with the requirements of this section. Consultant agrees that upon request, all agreements with consultants, subconsultants, and others engaged in the Services will be submitted to the City for review.

The City’s right to revise specifications. The City reserves the right at any time during the term of the Agreement to change the amounts and types of insurance required by giving Consultant ninety (90) days advance written notice of such change. If such change results in substantial additional cost to Consultant, City and Consultant may renegotiate Consultant’s compensation or come to some other agreement to address the additional cost.

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

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

City Council Meeting May 2, 2023
Report Submitted By: Paul Martinez
Date of Report: April 27, 2023
Finance & Administrative Services
City of Santa Fe Springs

CONSENT AGENDA
Authorize the Purchase of One (1) 2023 Electric Ford Transit Van from A-Z Bus Sales and Appropriate $106,900 from AQMD Funds to Fund this Purchase

BACKGROUND
As California moves to zero-emission vehicle (ZEV) sales requirements, we have an opportunity to enter into Southern California Edison’s (Edison) Charge Ready Program for vehicles over 6,000 pounds and commence the process of electrifying our fleet. For the opportunity to enter the Charge Ready Program we need to document we are purchasing ZEV’s. Approval of this agenda item and its associated purchase order would provide the necessary documentation to begin the application process.

The Edison Charge Ready program offers low or no-cost infrastructure installation and rebates. Once accepted into the program, Edison will conduct a site assessment at the Municipal Services Yard and determine the necessary requirements to run the infrastructure for power. The City would be responsible for the purchase and installation of the associated charging stations which also qualify for AQMD funding.

This ZEV will be assigned to the Public Works Transportation division, and as a ZEV it qualifies for AQMD funds.

The Director of Purchasing Services recommends awarding this order to A-Z Bus Sales based on the lowest received bid.

Vendor Quoted Price_____
A-Z Bus Sales $106,806.65
Sunset Vans $125,690.39
Gilmar Automotive Group No Bid
National Auto Fleet No Bid
Tom’s Truck Center No Response
Fairway Ford No Response
Central Sales & Leasing No Response

RECOMMENDATION
• Authorize the purchase of (1) Electric Ford Transit Van by awarding an order to A-Z Bus Sales; and
• Appropriate $106,900 from AQMD funds to fully fund this purchase; and • Authorize the Director of Purchasing Services to process a Purchase Order in the amount of $106,900 to A-Z Bus Sales.

ITEM NO. 8H
City Council Meeting May 2, 2023
Report Submitted By: Paul Martinez
Date of Report: April 27, 2023
Finance & Administrative Services
City of Santa Fe Springs

FISCAL IMPACT
There is no impact to the general fund as funds to purchase this vehicle will be taken from AQMD funds which are designated for emission reduction programs.

Tom Hatch
Interim City Manager
Attachment(s):

1. A-Z Bus Sales Quote

2. Sunset Vans Quote
Legal Name: Date: 4/25/2023
Address: County:

City: State: Zip Code: 90670
Contact: Office: Fax:

Email Address: Cell:

Sales Representative
A/P Contact Name: Ph#
Vehicle Description: Price
Model Year 2023 Make: Model:

Type: Electric Chassis: Wheelchair Lift Type:

Passenger Capacity: 14 + Driver Wheelbase: Number of Tie Downs:

Seat Fabric: Vinyl Engine: Alternator:

Air Conditioning System: Front and Rear GVWR: Other:

Exterior Color/Graphics: Body Length: Estimated Delivery:
4/25/2023
Vehicle Delivery Address:

DMV Registration Information
Sales Tax Santa Fe Springs 10.50% 10,576.65
Cash Deposit
Trade In Allowance
Net of Deposits/Trade Ins
Balance Due on Delivery
Offered by:

Cole Crockett
Representative Date Purchase Date
Print Name Title
Total Cash Price $ 100,650.00
$ 106,806.65
Electric Rebate $ (7,500.00) Lien Holder
Registration Type
Lien Holder Name:

Total Taxable Amount $ 100,730.00
Estimated DMV Fees $ 3,000.00
Register to Address:

Lien Holder Addr:

Santa Fe Springs
11710 E. Telegraph Road

SALES AGREEMENT
Trade Ins:

NA
ADA Equipment Amount (non-taxable)
120 Days ARO (for on order unit)
Dealer Added Options $ -
Vehicle as Specified $ 100,650.00

SALES ORDER
68kWH Electric
Santa Fer Springs CA
Joe Barrios
68kWh Useable Energy High-Voltage Lithium-Ion Battery pack, Single-Speed Transmission, Electric Motor,

PRICING SUMMARY
15 Passenger Shuttle, Ford Cargo OEM Upfit with Passenger Seating Meeting all FMVSS Testing, Quotation is Valid for 30 Days and subject to pricing changes and option availability until executed by the customer.

SPECIFICATION SUMMARY
Ford Transit NA
9,500
148"
Ford eTranit
STOCK#
Purhcaser agrees that this Order is inclusive all information contained herein and Addendum attached; that this Order cancels and supersedes any prior agreement; and as of the date indicated herein comprises the complete and exclusive statement of the terms of the agreement relating to the subject matters covered hereby; and that this order shall not become binding until accepted by dealer; this sales order may be terminated by the seller at any time at its sole descretion. All pricing is inclusive of and net of manufacturer rebates and concessions, rebates or concessions shall be retained by dealer.

[email protected]
$ 106,806.65
$ -
$ -
Cole Crockett Payment Type:
($7,500 ) Ford OEM Electric Rebate, Added Rear Tie-in Air Conditioning NEW 2023 Ford OEM MR Fully Electric eTranit - 15 Passenger

QUOTATION SUMMARY
$ 100,650.00
Delivery to Customer $ -
Total Price Per Bus $ 106,806.65
Quantity 1
Total Sales Order Amount
Documentation Fee $ 80.00
Agreed and Accepted by:

Legal Name: Date: 4/25/2023
Address: County:

City: State: Zip Code: 90670
Contact: Office: Fax:

Email Address: Cell:

Sales Representative
A/P Contact Name: Ph#
Santa Fe Springs
11710 E. Telegraph Road

SALES AGREEMENT
Trade Ins:

Santa Fer Springs CA
Joe Barrios
STOCK#
[email protected]
Cole Crockett Payment Type:

TERMS AND CONDITIONS OF SALE
Accepted and Agreed by:
(Date)
Signor’s Name and Title:
(Must be an officer of the company authorized to approve capital purchases.) Company Signer represents, on behalf of Purchaser, that he/she is duly authorized by Purchaser to bind Purchaser in this agreement.

Signature

7. REQUIRED EQUIPMENT. This order shall be deemed to include, whether or not specified herein, all equipment or accessories required by the National Highway Traffic Safety Act or other regulations in effect at the time of order receipt. It is agreed that any additional or different equipment not specified which is required at the time of delivery to meet the foregoing Act or other regulations will be added and the costs shall be paid by Purchaser.

ALL WARRANTIES, IF ANY, BY A MANUFACTURER OR SUPPLIER OTHER THAN SELLER ARE THEIRS, NOT SELLER’S, AND ONLY SUCH MANUFACTURER OR OTHER SUPPLIER SHALL BE LIABLE FOR PERFORMANCE UNDER SUCH WARRANTIES. SELLER HEREBY DISCLAIMS ALL WARRANTIES, EXPRESSED OR IMPLIED, INCLUDING ANY IMPLIED WARRANTIES OF MERHCANTABILITY OR FITNESS FOR A PARTICULAR PURPOSE.

Agreement is non-binding and signature below means we are simply holding unit until after Santa Fe Springs' Board Meeting

2. TERMS OF PAYMENT. Unless otherwise agreed, net payment shall be due on delivery. Late payments shall bear interest at the rate of 18% per annum, or the maximum permitted under law, whichever is less. If acceptance of delivery is delayed by Purchaser, payment shall become due on the date when Seller is prepared to deliver. If the financial condition of Purchaser at any time does not, in the judgment of Seller, justify continuance of the work to be performed by Seller hereunder on the terms of payment as agreed upon, Seller may suspend such work, or postpone delivery, and require such assurances of Purchaser’s performance as Seller deems adequate, including payment in advance, or Seller may cancel this order and shall receive reimbursement for its reasonable and proper cancellation charges. In the event of bankruptcy or insolvency of Purchaser, voluntary or involuntary, Seller shall be entitled to cancel any order then outstanding at any time and seek reimbursement for its reasonable and proper cancellation charges.

3. CANCELLATION. Purchaser may cancel this order only if Seller is able to cancel said order with the manufacturer, and only upon written notice. Upon any cancellation or failure to accept delivery, Purchaser shall pay Seller reasonable cancellation charges and expenses, not to be less than Seller’s out-of-pocket expenses including carrying costs. (Purchaser’s Initials)

4. SALES AND OTHER TAXES. Unless otherwise specified herein, Seller’s price does not include federal excise, sales, use, or other taxes. Consequently, in addition to the price specified herein, the amount of any other excise, sales, use, or other tax applicable to the sale or use of the bus(es) purchased hereunder shall be paid by Purchaser, or in lieu thereof Purchaser shall provide Seller with a tax exemption certificate acceptable to the taxing authorities. Purchaser agrees that all taxes related to this transaction, whether arising at the time of the transaction or in the future, are Purchasers responsibility and further agrees to promptly pay any such taxes.

5. DELIVERY. All buses furnished hereunder shall be delivered to Purchaser at the Seller’s dealership location or other location as designated in this Agreement. Unless otherwise provided, delivery will be made via carriers and routes designated by manufacturer with freight charges to be included in the purchase price. Delivery dates are approximate and are based upon receipt of all necessary information from Purchaser. Seller shall not be liable for delays in delivery or manufacturing, or other causes beyond Seller’s control.

8. TITLE AND REMEDIES. Until full payment by Purchaser of all amounts due hereunder, Seller reserves the title to all equipment furnished hereunder. If Purchaser defaults in payment or performance hereunder or becomes subject to insolvency, receivership, or bankruptcy proceedings, or makes an assignment for the benefit of creditors, or without the consent of Seller voluntarily or involuntarily sells, transfers, leases, or permits any lien or attachment on the equipment delivered hereunder, Seller may treat all amounts then or thereafter owing hereunder by Purchaser as immediately due and payable (subject only to credits required by law) and Seller may repossess said equipment by any means available by law and shall enjoy any and all other remedies of a secured creditor under the Uniform Commercial Code.

Purchaser shall execute and deliver to Seller such financing statements and other documents, as Seller may deem appropriate to evidence, perfect, and protect the priority of its security interest in the bus(es) subject to this order.

9. GENERAL. Any assignment by Purchaser of this order or any rights hereunder, without written consent of Seller, shall be void. Clerical errors in this order may be automatically corrected by giving written notice thereof to Purchaser by a duly authorized representative of Seller. No waiver, alteration, or modification of any of the provisions hereof shall be binding unless and until in writing and signed by a duly authorized representative of Seller. To the extent not covered by other terms herein, including terms of warranty and limitation of liability, etc., the provisions of the Uniform Commercial Code shall govern this sale.

6. TECHNICAL CHANGES. Purchaser acknowledges that the manufacturer and Seller reserve the right to change the specifications of the bus(es) at any time without obligation to make such changes in other buses previously delivered to Purchaser. In addition, manufacturer and Seller reserve the right to make design changes and substitution of materials subsequent to the receipt of the order which, in manufacturers or Seller’s opinion are necessary to improve the bus. Purchaser agrees to accept any such changes as fulfillment of Seller’s obligations under this order.

1. TRADE-IN(S). Purchaser shall deliver trade-in(s) in the same condition as at time of inspection and appraisal by Seller reasonable wear and tear excepted, except as disclosed in the Agreement.

Purchaser represents that each bus shall be free and clear of all liens and encumbrances and warrants that the trade-in(s) are that type and condition described in this Agreement, including any attachments hereto.
888.280.8267
w w w .sunsetvans.com

INTRODUCING

SUNSET VANS
A leading manufacturer of
wheelchair accessible vans, and
a preferred vendor for many of
the largest healthcare facilities,
transportation companies, and
adult day care centers in the
United States.

SALES QUOTE
QUO-63113-9VXOR6
www.sunsetvans.com Prices Subject to Change Without Notice 1 Customer Information Vehicle Information Sunset Vans Sales Contact Curtis Gonzalez
Phone: (951) 667-7603
Sold To: City of Santa Fe Springs
Edward Andrade
Phone: (562) 409-7500
Email: [email protected]
Bill To: City of Santa Fe Springs
Edward Andrade
Santa Fe Springs, CA 90670
Ship To: City of Santa Fe Springs
Edward Andrade
Santa Fe Springs, CA 90670
Make: Ford
Model: Transit
Year: 2023
VIN:

Mileage:

Quote Information
Delivery:

Quote Created On: 4/19/2023
*Prices Subject to Change Without Notice
Email: [email protected]
Sunset Vans Address
Sunset Vans Inc.
1301 Pomona Road,
Corona, CA 92882
Customer Notes
Transit Full Size
Name Qty
Freedman Custom Premium Fixed 3-Point Seat w/ Removable Base Mounted for Removable Seating 13
Extra Long HR Conversion Package (2023) 1
34X51 Braun NCL919FIB-2 800LB - Fully Automatic ADA Lift 403/404 Complaint 1 Ford Transit 350 EL Cargo Van High Roof 148 WB Electric Driveline 1 Rows of bolted "L" track (holds 2 wheelchairs) 1
Tie down straps for 2 wheelchairs 30/20 Tested DOT approved 1 Interior dome lights (On/Off switch) 1
Wheelchair lift light 1
3/4 in sub floor with heavy duty Altro Flooring 1
ABS interior kit (medium grey walls and roof liner both with insulation) 1 Rear A/C and heat with in dash fan speed control in roof (OEM) 1 Interlock for lift, brake, transmission, lift door 1
Vehicle Backup Alarm 1
Seat reinforcement kit 1
Sign kit (Interior, Watch your step, No smoking, Emergency exit, All passengers must shall seat belts) 1
Shoulder belt reinforcement kit 1
Running Board - Driver-short and Passenger-long heavy duty running boards (grey powder coat) 1
Grab handle - "B" pillar 1
Safety kit - Web cutter, First Aid Kit 10 person, Fire Extinguisher 2.5lb 1 3 Year Braun lift warranty 1
5 year / 60,000 Ford Powertrain warranty (see Ford specifications) - remaining 1

SALES QUOTE
QUO-63113-9VXOR6
www.sunsetvans.com Prices Subject to Change Without Notice 2 Ford Warranty
AdaptaFloor T170 Class, Aluminum vertical track floor 1 High Strength Laminate in Clear or Tint 1
MSRP $124,051.66
Fleet/GPC $0.00
Discounts $-5,000.00
Rebates $-1,000.00
Sub Total $118,051.66
Tax, License, and Registration $7,549.98
Document Fee $88.75
Total Amount $125,690.39
Please sign and fax proposal back to Sunset Vans to confirm Purchase Order: ___________________________ DATE: __________ *A non-refundable deposit of $1,000 is required for all special order units. *Vehicle quoted may or may not include sales tax or registration. If required by your local state or federal laws, tax and/or registration must be charged according to applicable laws and may be added accordingly.By signing the sales order, I authorize my credit to be run for coordination of financing activities if applicable.

FLOOR PLAN
QUO-63113-9VXOR6
www.sunsetvans.com
Ford Transit - Ford Transit 350 EL Cargo Van High Roof 148 WB Electric Driveline City of Santa Fe Springs
City Council Meeting May 2, 2023
Report Submitted By: Yvette Kirrin Date of Report: April 27, 2023 Interim Director of Public Works

CONSENT AGENDA
City Hall LED Lighting Retrofit Project

BACKGROUND
City staff, in cooperation with SoCalRen, met in March 2022 to discuss high energy usage areas, and the potential of energy efficient projects. In September 2022, SoCalRen presented a Comparative Energy Analysis (CEA) report for City Facilities.

After reviewing the CEA report, Staff determined that replacing the existing lighting at City Hall would have the most energy savings impact.

On November 9, 2022, the City, with the assistance from SoCalRen, submitted an application for the City Hall LED Lighting Retrofit project to SCE for approval under its Streamlined Savings Pathway Program. On January 23, 2023, the City received project approval confirmation. However, the lighting must be installed and operational within 12 months from the date of approval.

Upon project completion, the City will be eligible to receive a one-time incentive check of approximately $10,745.78; and approximately $8,827.50 each year after in estimated energy savings. Additionally, the City will meet the program requirements to qualify for Electric Vehicle Charging Stations through the Public Power Up Program in the City Hall Parking Lot area. The LED Lighting Retrofit City Hall Project is a prerequisite to qualify for the Public Power Up Program.

FISCAL IMPACT
The total estimated cost to purchase and install new LED retrofit kits in City Hall is $60,000.00. This is a one-time expense.

INFRASTRUCTURE IMPACT
The City Hall LED Lighting Retrofit project will provide brighter lighting, more efficient, and cost effective, and will qualify the City for installation of Electric Vehicle Charging Stations in the City Hall parking lot area.

Tom Hatch
Interim City Manager
Attachments:

1. Quote to purchase and Install new lighting for City Hall.

RECOMMENDATION
• Appropriate $60,000 from General Funds to a 9000 account; and • Approve the transfer of funds to a 9000 account.

ITEM NO. 8I
Work Done:

Time of Work:

Reported by:

W.O. # - Cost Accts: Date Completed:
(Other W.O. #)
Employee Hours Rate Amount No. Cost Amount
- 0.000 0.00 363 75.25 25810.75
- 0.000 0.00 90 46.50 4185.00
- 0.000 0.00 1 200.00 200.00
- 0.000 0.00 1 2500.00 2500.00
- 0.000 0.00 0.00
- 0.000 0.00 0.00
3038 Over Time 48.0 66.770 3204.94 0.00
3282 Over Time 48.0 36.033 1729.58 0.00
1674 Over Time 48.0 58.059 2786.83 0.00
2902 Over Time 48.0 41.123 1973.88 0.00
2946 Over Time 48.0 55.094 2644.51 0.00
2853 Over Time 48.0 35.429 1700.57 0.00
- 0.000 0.00 0.00
- 0.000 0.00 0.00
- 0.000 0.00 0.00
- 0.000 0.00 0.00
- 0.000 0.00 0.00
- 0.000 0.00 0.00
- 0.000 0.00 0.00
- 0.000 0.00 0.00

0.00 14040.31 0.00

0.00 0.00

0.00 0.00
14040.31 0.00

0.00 0.00

0.00 Veh.# Hours Rate Amount 0.00
- 0.00 0.00 0.00
- 0.00 0.00 0.00
- 0.00 0.00 0.00
- 0.00 0.00 32695.75
- 0.00 0.00 3500.00
- 0.00 0.00 36195.75
Total 0.00
14040.31
7020.16
Quantity Amount
enviro-hps $2.00 0.00 21060.47
enviro-fluor. $1.00 0.00 0.00
dump fee $100.00 0.00 36195.75

0.00 0.00
Total 0.00 57256.22
Subtotal
Tax
Total

SANTA FE SPRINGS COST ACCOUNT
Install new LED retro kits at City Hall
Abel Meraz
Over Time
2x2 retro kit
TBD
Item
2x4 retro kit

LABOR MATERIALS
Misc.wire nuts, tape
Hazardous Material Disposal
Total
Subtotal
F.T. App. Benefits
P.T. App. Benefits

EQUIPMENT

MISCELLANEOUS
Miscellaneous
Overhead
Labor
Material
Equipment
Grand Total
Labor (less o/h)
City Council Meeting May 2, 2023
Report Submitted By: Travis Hickey, City Treasurer
Lana Dich, Asst. City Treasurer Date of Report: April 27, 2023 City of Santa Fe Springs

CONSENT AGENDA
Quarterly Treasurer’s Report of Investments for the Quarter Ended March 31, 2023

BACKGROUND
Beginning January 2016, the City retained PFM Asset Management LLC (“PFMAM”) to manage $20.8 million of the City’s reserve funds (“managed portfolio”).

Based on a cash flow analysis and discussion with PFMAM and the Council Finance Subcommittee, an additional $10.0 million of the City’s reserve funds were added to the portfolio in May 2017, and $35.0 million in January 2023 bringing the total principal invested to $65.8 million.

At the end of each calendar quarter, PFMAM provides a detailed written report covering general market conditions as well as the balances and transactions of the City’s portfolio for the previous quarter. PFMAM’s detailed report is attached to this Treasurer’s Report. The Treasurer’s Report for the Quarter Ended March 31, 2023 was also emailed to each Councilmember on April 26, 2023.

Ms. Sarah Meacham, Director with PFMAM, along with her staff, have also regularly provided an update, including a detailed review of the results of the portfolio for the quarter, a discussion of the investment strategies and policies which govern the City’s portfolio, and general market conditions. While this update is typically made to City staff, PFMAM also provided an update the City Council Audit Sub-committee on April 19, 2023. The City Council Audit Sub-committee current members are Mayor Pro Tem Sarno and Councilmember Rounds.

CITY INVESTMENT PORTFOLIO
The City’s managed portfolio generated interest income in the amount of $503,226 for the most recent quarter. The interest income represents actual cash receipts received by the City, plus the amortization of any discounts or premiums, as well as realized gains and losses. The figure does not include unrealized gains or losses (i.e. changes in market value).

The overall performance of the City’s managed portfolio account is expressed in a “yield” and “total return”. The yield is a forward-looking measurement which shows the income and dividends on the investments to be expected in the future based on current holdings, expressed as an annual rate of return. The City’s yield (at cost value) at March 31, 2023 was 3.07%, increase from 1.88% the previous quarter.

RECOMMENDATION
Receive and file the report.

ITEM NO. 8J
City Council Meeting May 2, 2023
Report Submitted By: Travis Hickey, City Treasurer
Lana Dich, Asst. City Treasurer Date of Report: April 27, 2023 City of Santa Fe Springs
Total return on the other hand, is a backward-looking measurement focused on not only interest earned, but also realized and unrealized gains/losses. Realized gains/losses result from selling a security at a price higher or lower than was actually paid to purchase it. Unrealized gains/losses result from market value increases and decreases in security values for securities which are still held in the portfolio.

Of particular importance to the City’s portfolio is the inverse relationship between yield and market value. In general, when yields go up, market values go down, and vice versa. For example, if the City is holding a bond which pays 1.0% and the market yield increases to 1.1% the market value of the City’s 1.0% security will decline so that an investor purchasing the security would pay a price below face value which would cause the security to yield 1.1% even though it only pays 1.0%. If held until maturity, the security would pay the full face value along with the 1.0% stated interest throughout the term. In other words, “unrealized” gains/losses are not “realized” unless the security is actually sold prior to maturity.

The yield at June 30, 2016 was 1.25% and rose to 3.07% as of March 31, 2023.

This has resulted in unrealized losses, however, it is important to point out that the investments continue to pay the stated interest on the security. The unrealized losses simply represent the amount that the City would lose, if the security was sold in the current market conditions. It is not an actual loss of the City’s principal value invested. It is also important to remember that rising yield markets are good in the sense that as securities mature, they are replaced with higher rate securities, increasing the overall interest income of the portfolio.

Because the total return (as opposed to the yield) takes into account realized and unrealized gains/losses, it is generally compared against a target benchmark to evaluate portfolio performance. The City’s benchmark is the 1-5 Year U.S. Treasury Index. The total return for the City’s portfolio for the quarter ended March 31, 2023 was 1.64% vs. the benchmark’s total return of 1.82%; the City’s portfolio underperformed by 0.18%. Since inception of the managed portfolio (January 2016) the total return for the City’s portfolio was 1.05% vs. the benchmark total return of 0.75% through March 31, 2023.

Aside from the PFMAM managed portfolio, the City’s other investments are the Local Agency Investment Fund (“LAIF”), a pooled investment fund managed by the California State Treasurer; the California Asset Management Program (“CAMP”), a pooled investment fund managed by PFMAM; and the First American Treasury Obligations Fund, a U.S. Treasury money market fund (“MMF”) used by the City’s bond trustee. LAIF returned an annualized rate of 2.74% for the quarter while CAMP returned 4.92% and the MMF returned 4.25%. Interest earnings for the City Council Meeting May 2, 2023
Report Submitted By: Travis Hickey, City Treasurer
Lana Dich, Asst. City Treasurer Date of Report: April 27, 2023 City of Santa Fe Springs
quarter amounted to $201,198.89, $491,883.66, and $53,955.31, respectively, for the LAIF, CAMP, and the MMF accounts.

The attached Treasurer’s Report contains all investments under the control of the City.

The investments, at market value, are summarized as follows:

Pooled Cash and Investments $ 126.4 million
Successor Agency Bond Funds 18.2 million
Bonds Reserves and Debt Service 15.2 million
Total Investments $ 159.8 million
Pooled cash and investments consist of the PFMAM managed account, LAIF, and CAMP. The Successor Agency bond funds are held in LAIF and are the source of funds for ongoing capital improvement projects. Spending on multiple capital projects has occurred and these funds will be drawn down for deposit into the City’s pooled cash and investments.

The bond reserves and debt service funds consist of the MMF accounts held, as required, by the City’s third party trustee, U.S. Bank. These funds are held for debt service payments and reserves for bond issuances of the Water Utility Authority, the Successor Agency, and the Heritage Springs Assessment District.

The investments, at market value, are summarized by type as follows:

PFMAM Managed Portfolio $ 68.0 million
LAIF 29.5 million
CAMP 47.1 million
MMF 15.2 million
Total Investments $159.8 million
PFMAM and Staff will continue to work with the City Council Audit Sub-committee to review any proposed changes to the portfolio make-up.

City Council Meeting May 2, 2023
Report Submitted By: Travis Hickey, City Treasurer
Lana Dich, Asst. City Treasurer Date of Report: April 27, 2023 City of Santa Fe Springs
Tom Hatch
Interim City Manager
Attachments:

1. Treasurer’s Report of Investments (Quarter Ended March 31, 2023)

2. PFMAM Investment Performance Review (Quarter Ended March 31, 2023)

QUARTERLY

BEGINNING DEPOSITS/ WITHDRAWALS/ ENDING MARKET INVESTMENT ANNUAL

DESCRIPTION BALANCE PURCHASES SALES BALANCE VALUE EARNING YIELD POOLED INVESTMENTS:

PFM MANAGED PORTFOLIO (1) $ 34,261,551.39 $ 35,539,392.19 $ 327,613.23 $ 69,473,330.35 $ 68,009,714.22 $ 503,226.00 3.07% CALIFORNIA ASSET MANAGEMENT PROGRAM 72,371,758.77 17,891,883.66 43,200,000.00 47,063,642.43 47,063,642.43 491,883.66 4.92% LOCAL AGENCY INVESTMENT FUND 11,342,458.43 151,498.98 - 11,493,957.41 11,338,907.71 76,889.24 2.74% SUBTOTAL POOLED INVESTMENTS 117,975,768.59 53,582,774.83 43,527,613.23 128,030,930.19 126,412,264.36 1,071,998.90 SUCCESSOR AGENCY BOND FUNDS (2):

LOCAL AGENCY INVESTMENT FUND 18,348,158.99 95,850.17 - 18,444,009.16 18,195,205.54 124,309.65 2.74% SUCCESSOR AGENCY FUNDS:

LOCAL AGENCY INVESTMENT FUND 0.96 - - 0.96 0.95 - 2.74% INVESTMENTS HELD BY FISCAL AGENT (3):

U.S. BANK CORPORATE TRUST MONEY MARKET FUNDS:

First American Treasury Obligations Fund Class D:

City of Santa Fe Springs 561,487.48 5,210.25 - 566,697.73 566,697.73 521.25 4.25% Successor Agency 2,207,806.50 12,240,510.71 - 14,448,317.21 14,448,317.21 51,819.71 4.25% Heritage Springs Assessment District 171,047.87 36,782.95 35,730.00 172,100.82 172,100.82 1,614.35 4.25% Subtotal First American Treasury Obligations Fund Class D 2,940,341.85 12,282,503.91 35,730.00 15,187,115.76 15,187,115.76 53,955.31 SUBTOTAL INVESTMENTS HELD BY FISCAL AGENT (U.S. BANK) 2,940,341.85 12,282,503.91 35,730.00 15,187,115.76 15,187,115.76 53,955.31 TOTAL INVESTMENTS $ 139,264,270.39 $ 65,961,128.91 $ 43,563,343.23 $ 161,662,056.07 $ 159,794,586.61 $ 1,250,263.86 Notes:
(1) See attached report prepared by PFM, the City's investment manager, for detailed analysis of the managed portfolio. All information except for the market value is reported on the amortized cost basis. Investment earnings on the amortized cost basis do not include unrealized gains and losses. (2) Unspent bond proceeds of the former redevelopment agency to be used for ongoing capital improvement projects. (3) Fiscal agent accounts are held by U.S. Bank as Trustee for debt service reserves and payment of bond principal and interest.

CERTIFICATION:

The investment transactions are in compliance with the investment policy approved by the City Council.

There is sufficient liquidity within the portfolio to meet all anticipated expenditures for the next six months.

TRAVIS HICKEY, CITY TREASURER

CITY OF SANTA FE SPRINGS

TREASURER'S REPORT OF INVESTMENTS
QUARTER ENDED MARCH 31, 2023
Investment Performance Review
For the Quarter Ended March 31, 2023
Client Management Team PFM Asset Management LLC
Sarah Meacham, Managing DirectorRichard Babbe, CCM, Senior Managing Consultant 213 Market Street
Harrisburg, PA 17101-2141
717-232-2723
633 W 5th St., 25th Floor
Los Angeles, CA 90071
213-415-1699
NOT FDIC INSURED : NO BANK GUARANTEE : MAY LOSE VALUE
For Institutional Investor or Investment Professional Use Only - This material is not for inspection by, distribution to, or quotation to the general public City of Santa Fe Springs
© PFM Asset Management LLC pfmam.com |
Market Update
PFM Asset Management LLC
For the Quarter Ended March 31, 2022
California Affiliated Risk Management Authorities CLIENT NAME Market Update For the Quarter Ended March 31, 2023
Market Update
© PFM Asset Management LLC | pfmam.com
Current Market Themes
▸ The U.S. economy is characterized by:
▹ Lingering inflation that remains well above the Fed’s long-term inflation target ▹ A labor market showing the first signs of moderation
▹ Greater economic uncertainty following the surprise failure of Silicon Valley Bank and Signature Bank
▸ Fed policy tightening may be nearly complete
▹ The most recent FOMC statement noted that “some additional policy firming may be appropriate,” but the need for more rate hikes has become less clear ▹ Although the Fed acknowledged the impact of the recent bank failures, their March updated Summary of Economic Projections were little changed from December ▹ The Fed has maintained that they will keep rates elevated for some time, but the market is pricing in rate cuts beginning mid-year
▸ Bond markets saw unprecedented volatility in March
▹ In a classic “flight to quality,” Treasury yields fell sharply, with the 2-year Treasury yield falling from 5.07% on March 8 to under 4.00% on March 17
▹ The curve inversion from 3 months to 10 years reached the deepest levels in over 40 years▹ Credit yield spreads widened, especially those on banks, but not nearly to levels seen during the global financial crisis
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Market Update
© PFM Asset Management LLC pfmam.com |
1 For the Quarter Ended March 31, 2022
California Affiliated Risk Management Authorities CLIENT NAME Market Update For the Quarter Ended March 31, 2023
Market Update
© PFM Asset Management LLC | pfmam.com
▼/▲ Changes in 2-Year Treasury
Market Events Drive Large Yield Moves
January 2023 April
Jan 6th
Weak wage growth
hints inflation may
be cooling
▼-21 bps
Jan 18th
Producer
prices show
strong decline
▼-12 bps
Feb 3rd
Strong jobs report
raises questions of
more rate hikes
▲ +18bps
Feb 6th
Markets continue to stew on strong
economic data
▲ +18bps
Mar 10th
Silicon Valley
Bank closed by
regulators
Mar 15th
Bank crisis spills
over to Europe
▼-30 bps ▼-27 bps
Mar 13th
Market digests
weekend action on
two failed banks
▼-57 bps ▼-33 bps ▼-21 bps
Mar 17th
Market weighs
weaker economic
prospects
Mar 22nd
Fed rate hike
accompanied
by softer tone
Mar 21st
Market prices in
expected 25 bps rate
hike
▲ +25 bps
Major Economic and Market Events
and the Daily Change in the 2-Year U.S. Treasury Yield
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Market Update
© PFM Asset Management LLC pfmam.com |
2 PFM Asset Management LLC
For the Quarter Ended March 31, 2022
California Affiliated Risk Management Authorities CLIENT NAME Market Update For the Quarter Ended March 31, 2023
Market Update
© PFM Asset Management LLC | pfmam.com
Source: Bloomberg, ICE BofA Indices. As of 03/31/2023.

3.0%3.5%4.0%4.5%5.0%5.5%
Jan-23 Feb-23 Mar-23 Apr-23
2-Year Treasury
Daily High and Low Yield
0 50
100150200250
2019 2020 2021 2022 2023
Fixed Income Market Volatility
ICE BofA MOVE Index
The surprise failure of two large U.S. banks caused volatility in the markets. In a classic “flight to quality”, Treasury yields fell sharply, with the 2-year Treasury yield falling from

5.07% on March 8 to 4.03% on March 31.

The “MOVE index,” which measures volatility in
the bond market, eclipsed the level seen in the
early days of the COVID pandemic
Average daily yield
changes of over 20 bps
Bond Markets Saw Unprecedented Volatility in March
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Market Update
© PFM Asset Management LLC pfmam.com |
3 For the Quarter Ended March 31, 2022
California Affiliated Risk Management Authorities Market Update Fed’s Updated Projections Reflect Little Change From December

CLIENT NAME
For the Quarter Ended March 31, 2023
Market Update
© PFM Asset Management LLC | pfmam.com
Source: Federal Reserve, latest economic projections as of March 2023.

0.4%

1.2%

1.9% 1.8%
0%1%2%3%
2023 2024 2025 Longer
Run
Change in Real GDP
December Projections March Projections

4.5% 4.6% 4.6% 4.0%
0%2%4%6%8%
2023 2024 2025 Longer
Run
Unemployment Rate
December Projections March Projections

5.1%

4.3%

3.1%

2.5%
0%1%2%3%4%5%6%
2023 2024 2025 Longer
Run
Federal Funds Rate
December Projections March Projections

3.3%

2.5%

2.1% 2.0%
0%1%2%3%4%5%6%
2023 2024 2025 Longer
Run
PCE Inflation
December Projections March Projections
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Market Update
© PFM Asset Management LLC pfmam.com |
4 PFM Asset Management LLC
For the Quarter Ended March 31, 2022
California Affiliated Risk Management Authorities CLIENT NAME Market Update For the Quarter Ended March 31, 2023
Market Update
© PFM Asset Management LLC | pfmam.com
Source: Bloomberg, Federal Reserve latest economic projection as of 03/31/2023.

Market Expectations Evolve Amid Changing Policy Environment 0%1%2%3%4%5%6%
Mar-23 Jun-23 Sep-23 Dec-23 Mar-24 Jun-24 Sep-24 Dec-24 Mar-25 Implied Federal Funds Rate
1-Year RangeMarch 31, 2023February 28, 2023Median FOMC Projections City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Market Update
© PFM Asset Management LLC pfmam.com |
5 PFM Asset Management LLC
For the Quarter Ended March 31, 2022
California Affiliated Risk Management Authorities CLIENT NAME Market Update For the Quarter Ended March 31, 2023
Market Update
© PFM Asset Management LLC | pfmam.com
As Economic Uncertainty Increased, Longer-Term Interest Rates Fell Source: Bloomberg, as of 03/31/2022.

4.69%

4.86%

4.03% 3.79%

3.57% 3.47%

3.65%

0.0%1.0%2.0%3.0%4.0%5.0%6.0%
Yield
Maturity
U.S. Treasury Yield Curve
1 Year RangeMarch 31, 2023December 31, 2022
3mo 2yr 5yr 7yr 10yr 30yr
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Market Update
© PFM Asset Management LLC pfmam.com |
6 PFM Asset Management LLC
For the Quarter Ended March 31, 2022
California Affiliated Risk Management Authorities CLIENT NAME Market Update For the Quarter Ended March 31, 2023
Market Update
© PFM Asset Management LLC | pfmam.com
Sector Yield Spreads
Source: ICE BofAML 1-5 year Indices via Bloomberg, MarketAxess and PFMAM as of 03/31/2023. Spreads on ABS and MBS are option-adjusted spreads of 0-5 year indices based on weighted average life; spreads on agencies are relative to comparable maturity Treasuries. CMBS is Commercial Mortgage-Backed Securities. -0.2%

0.0%0.2%0.4%0.6%0.8%
Mar-22 Jun-22 Sep-22 Dec-22 Mar-23
Federal Agency Yield Spreads
Bullet Callable

0.0%0.2%0.4%0.6%0.8%1.0%1.2%
Mar-22 Jun-22 Sep-22 Dec-22 Mar-23
Corporate Notes A-AAA Yield Spreads

0.0%0.5%1.0%1.5%2.0%
Mar-22 Jun-22 Sep-22 Dec-22 Mar-23
Mortgage-Backed Securities Yield Spreads
Agency MBS AAA CMBS Index

0.0%0.4%0.8%1.2%1.6%
Mar-22 Jun-22 Sep-22 Dec-22 Mar-23
Asset-Backed Securities AAA Yield Spreads
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Market Update
© PFM Asset Management LLC pfmam.com |
7 PFM Asset Management LLC
For the Quarter Ended March 31, 2022
California Affiliated Risk Management Authorities CLIENT NAME Market Update For the Quarter Ended March 31, 2023
Market Update
© PFM Asset Management LLC | pfmam.com
Source: ICE BofAML Indices. ABS indices are 0-5 year, based on weighted average life. As of 03/31/2023.

Fixed-Income Markets in Q1 2023

1.82%

1.68%

1.47%

1.73% 1.68%

0.0%0.5%

1.0%1.5%2.0%2.5%
U.S. Treasury
Agency
ABS
Corp A-AAA
Corp BBB
1-5 Year Indices Quarterly Returns

0.87% 0.83%

1.28%

1.65%

2.12%

0.0%0.5%

1.0%1.5%2.0%2.5%
U.S. Treasury
Agency
ABS
Corp A-AAA
Corp BBB
10-Year Average
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Market Update
© PFM Asset Management LLC pfmam.com |
8 © PFM Asset Management LLC pfmam.com |
Portfolio Review
© PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Snapshot
|
Total market value includes accrued interest and balances invested in CAMP, as of March 31, 2023.Yield and duration calculations exclude balances invested in CAMP.The portfolio’s benchmark is the ICE BofAML 1-5 Year U.S. Treasury Index. Source: Bloomberg.

An average of each security’s credit rating was assigned a numeric value and adjusted for its relative weighting in the portfolio.

2.1%

5.3%

17.3%

1.4%1.5%

1.1%

2.5%

3.2%

65.6%

0.0% 20.0% 40.0% 60.0% 80.0% 100.0%
Joint Powers Authority - $1,463,607
ABS - $3,647,992
Corporate - $11,815,617
Negotiable CD - $923,558
Municipal - $1,016,590
Supranational - $777,605
Agency CMBS - $1,710,820
Federal Agency - $2,204,996
U.S. Treasury - $44,846,215
Portfolio Allocation Sector Limit for Analysis*
For informational/analytical purposes only and is not provided for compliance assurance. Includes accrued interest.*Sector Limit for Analysis is as derived from our interpretation of your most recent Investment Policy as provided.

Managed Portfolio Sector Allocation Analytics
10 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Compliance
|
Note: Pre- and post-trade compliance for the account(s) managed by PFM Asset Management is provided via Bloomberg Asset and Investment Management ("AIM").

Certificate of Compliance
During the reporting period for the quarter ended March 31, 2023, the account(s) managed by PFM Asset Management ("PFMAM") were in compliance with the applicable investment policy and guidelines as furnished to PFMAM.

Acknowledged : PFM Asset Management LLC
11 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Activity
|
Portfolio Activity
Net Activity by Sector
($ millions)
Federal AgencyNegotiable CD
Agency CMBS
Municipal
ABS
Corporate
U.S. Treasury
Federal Agency
Negotiable CD
Agency CMBS
Municipal
ABS
Corporate
U.S. Treasury
($5.0) $0.0 $5.0 $10.0 $15.0 $20.0 $25.0 $30.0 $35.0
Based on total proceeds (principal and accrued interest) of buys, sells, maturities, and principal paydowns. Detail may not add to total due to rounding.

Sector Net ActivityU.S. Treasury $30,250,129Corporate $3,107,557 ABS $592,170
Municipal $265,000
Agency CMBS $234,709
Negotiable CD ($256,525)Federal Agency ($327,613)Total Net Activity $33,865,427 Sales/Maturities Purchases
12 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Characteristics
|
Only includes fixed-income securities held within the separately managed account(s) and LGIPs managed by PFMAM. 44%
8%5%2%2%4%
26%
9%
Dec-22
66%
3%3%1%
1%2%
17%
5%2%
Mar-23
Managed Portfolio Historical Sector Allocation
13 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Performance
|

1. The lesser of 10 years or since inception is shown. Since inception returns for periods one year or less are not shown. Performance inception date is March 31, 2016.2. Interest earned calculated as the ending accrued interest less beginning accrued interest, plus net interest activity.3. Returns for periods one year or less are presented on a periodic basis. Returns for periods greater than one year are presented on an annualized basis.4. The portfolio’s benchmark is the ICE BofAML 1-5 Year U.S. Treasury Index. Source: Bloomberg. -1.5%-1.0%-0.5%

0.0%0.5%1.0%1.5%2.0%
Return
Portfolio Benchmark
Market Value Basis Earnings 3 Months 1 Year 3 Years 5 Years Since Inception¹ Interest Earned² $480,740 $856,947 $1,898,971 $3,328,965 $4,223,798 Change in Market Value $510,906 ($431,184) ($1,636,318) $1,075,755 $11,022,532 Total Dollar Return $991,646 $425,763 $262,653 $4,404,720 $15,246,330 Total Return³
Portfolio 1.64% -0.11% -0.74% 1.40% 1.05%Benchmark⁴ 1.82% -0.38% -1.41% 1.10% 0.75% 3 Months 1 Year 3 Years 5 Years Since Inception
Difference -0.18% 0.27% 0.67% 0.30% 0.30%
Managed Portfolio Performance
14 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Performance
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1. The lesser of 10 years or since inception is shown. Performance inception date is March 31, 2016.2. Interest earned calculated as the ending accrued interest less beginning accrued interest, plus net interest activity.3. Realized gains / (losses) are shown on an amortized cost basis.

Accrual Basis EarningsInterest Earned²Realized Gains / (Losses)³Change in Amortized CostTotal Earnings 3 Months
$480,740
($12,413)
$34,900
$503,226
1 Year
$856,947
($156,873)
$45,184
$745,257
3 Years
$1,898,971
$375,985
$1,860,177$4,135,133
5 Year
$3,328,965
$192,129
$5,238,596$8,759,691
Since Inception¹
$4,223,798
$102,015
$16,185,760
$20,511,573
Managed Portfolio Accrual Basis Earnings
15 PFM Asset Management LLC
For the Quarter Ended March 31, 2022
California Affiliated Risk Management Authorities CLIENT NAME Market Update For the Quarter Ended March 31, 2023
Market Update
© PFM Asset Management LLC | pfmam.com
Fixed-Income Sector Outlook – 2Q 2023
Negative Slightly Negative Neutral Slightly Positive Current outlook Outlook one quarter ago Positive Sector Our Investment Preferences

C O M M E R C I A L P A P E R
/ C D

T R E A S U R I E S
T-Bill
T-Note

F E D E R A L A G E N C I E S
Bullets
Callables

S U P R A N A T I O N A L S

C O R P O R A T E S
Financials
Industrials

S E C U R I T I Z E D
Asset-Backed
Agency Mortgage-Backed
Agency CMBS

M U N I C I P A L S
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Market Update
© PFM Asset Management LLC pfmam.com |
16 © PFM Asset Management LLC pfm.com |
Issuer Distribution
© PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Summary
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Ratings shown are calculated by assigning a numeral value to each security rating, then calculating a weighted average rating for each security type / issuer category using all available security ratings,excluding Not-Rated (NR) ratings. For security type / issuer categories where a rating from the applicable NRSRO is not available, a rating of NR is assigned. Includes accrued interest and excludes balancesinvested in overnight funds.

Issuer Diversification
Security Type / Issuer Market Value (%) S&P / Moody's / FitchU.S. Treasury 67.0% UNITED STATES TREASURY 67.0% AA / Aaa / AAA
Federal Agency 3.3%
FANNIE MAE 1.5% AA / Aaa / AAAFEDERAL HOME LOAN BANKS 0.5% AA / Aaa / NRFREDDIE MAC 1.3% AA / Aaa / AAA Agency CMBS 2.6%
FANNIE MAE 0.3% AA / Aaa / AAAFREDDIE MAC 2.2% AA / Aaa / AAA Supranational 1.2%
INTER-AMERICAN DEVELOPMENT BANK 0.5% AAA / Aaa / AAAINTL BANK OF RECONSTRUCTION AND DEV 0.7% AAA / Aaa / AAA Municipal 1.5%
FLORIDA STATE BOARD OF ADMIN FIN CORP 0.4% AA / Aa / AANEW JERSEY TURNPIKE AUTHORITY 0.1% AA / A / ANEW YORK ST URBAN DEVELOPMENT CORP 0.5% NR / NR / AASAN JUAN UNIFIED SCHOOL DISTRICT 0.2% NR / Aa / NRSTATE OF CALIFORNIA 0.4% AA / Aa / AA Negotiable CD 1.4%
CREDIT AGRICOLE SA 0.4% A / Aa / AANORDEA BANK ABP 0.5% AA / Aa / AATORONTO-DOMINION BANK 0.5% A / A / NR Corporate 17.7%
ADOBE INC 0.3% A / A / NRAMAZON.COM INC 0.5% AA / A / AAAMERICAN EXPRESS CO 0.1% BBB / A / A Security Type / Issuer Market Value (%) S&P / Moody's / FitchCorporate 17.7% AMERICAN HONDA FINANCE 0.5% A / A / AAPPLE INC 0.4% AA / Aaa / NRASTRAZENECA PLC 0.2% A / A / A BANK OF AMERICA CO 0.7% A / A / AA
BMW FINANCIAL SERVICES NA LLC 0.3% A / A / NR
BURLINGTON NORTHERN SANTA FE 0.2% AA / A / NRCHARLES SCHWAB 0.1% A / A / ACHEVRON CORPORATION 0.1% AA / Aa / NRCINTAS CORPORATION NO. 2 0.1% A / A / NRCITIGROUP INC 0.4% BBB / A / ACOLGATE-PALMOLIVE COMPANY 0.0% AA / Aa / NRCOMCAST CORP 0.3% A / A / ACOMMONWEALTH BANK OF AUSTRALIA 0.8% AA / Aa / ADEERE & COMPANY 0.4% A / A / AGENERAL DYNAMICS CORP 0.5% A / A / NR GOLDMAN SACHS GROUP INC 0.2% BBB / A / AHERSHEY COMPANY 0.5% A / A / NRHOME DEPOT INC 0.4% A / A / AHSBC HOLDINGS PLC 0.8% A / A / AIBM CORP 0.4% A / A / NRINTEL CORPORATION 0.3% A / A / AJP MORGAN CHASE & CO 0.7% A / A / AALOCKHEED MARTIN CORP 0.1% A / A / AMERCK & CO INC 0.4% A / A / NRMORGAN STANLEY 0.5% A / A / ANATIONAL AUSTRALIA BANK LTD 0.5% AA / Aa / NR 17 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Summary
|
Ratings shown are calculated by assigning a numeral value to each security rating, then calculating a weighted average rating for each security type / issuer category using all available security ratings,excluding Not-Rated (NR) ratings. For security type / issuer categories where a rating from the applicable NRSRO is not available, a rating of NR is assigned. Includes accrued interest and excludes balancesinvested in overnight funds.

Issuer Diversification
Security Type / Issuer Market Value (%) S&P / Moody's / FitchCorporate 17.7%

NATIONAL RURAL UTILITIES CO FINANCECORP

0.3% A / A / A
NESTLE SA 0.6% AA / Aa / ANORTHERN TRUST 0.2% A / A / APACCAR FINANCIAL CORP 0.6% A / A / NR PEPSICO INC 0.5% A / A / NRPNC FINANCIAL SERVICES GROUP 0.2% A / A / A PRAXAIR INC 0.3% A / A / NRPROCTER & GAMBLE CO 0.3% AA / Aa / NRRoche Holding AG 0.6% AA / Aa / AASTATE STREET CORPORATION 0.5% A / A / AATARGET CORP 0.3% A / A / ATHE BANK OF NEW YORK MELLONCORPORATION

0.8% A / A / AA
THE WALT DISNEY CORPORATION 0.5% BBB / A / ATOYOTA MOTOR CORP 0.3% A / A / ATRUIST FIN CORP 0.3% A / A / AUNITEDHEALTH GROUP INC 0.3% A / A / A USAA CAPITAL CORP 0.2% AA / Aa / NRWAL-MART STORES INC 0.2% AA / Aa / AA ABS 5.4%
BMW FINANCIAL SERVICES NA LLC 0.0% AAA / Aaa / NRCAPITAL ONE FINANCIAL CORP 0.6% AAA / Aaa / AAACARMAX AUTO OWNER TRUST 0.7% AAA / Aaa / AAADISCOVER FINANCIAL SERVICES 0.1% AAA / Aaa / NRFORD CREDIT AUTO OWNER TRUST 0.3% AAA / NR / AAAGM FINANCIAL CONSUMER AUTOMOBILETRUST

0.2% AAA / Aaa / AAA
Security Type / Issuer Market Value (%) S&P / Moody's / FitchABS 5.4% GM FINANCIAL LEASINGTRUST 0.1% AAA / NR / AAAHARLEY-DAVIDSON MOTORCYCLE TRUST 0.6% AAA / Aaa / AAAHONDA AUTO RECEIVABLES 0.1% AAA / NR / AAAHYUNDAI AUTO RECEIVABLES 0.7% AAA / NR / AAAKUBOTA CREDIT OWNER TRUST 0.8% NR / Aaa / AAAMERCEDES-BENZ AUTO RECEIVABLES 0.6% AAA / Aaa / AAA Toyota Lease Owner Trust 0.1% AAA / Aaa / NR
TOYOTA MOTOR CORP 0.1% AAA / NR / AAAVERIZON OWNER TRUST 0.1% AAA / Aaa / AAAVOLKSWAGEN OF AMERICA 0.2% AAA / Aaa / NRWORLD OMNI AUTO REC TRUST 0.2% AAA / NR / AAA Total 100.0%
18 © PFM Asset Management LLC pfm.com |
Portfolio Transactions
© PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Activity
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Quarterly Portfolio Transactions
Trade
Date
Settle
Date Par ($) CUSIP
Maturity
Date
Transact
Coupon Amount ($)
Yield
at Market
Realized
Security Description G/L (BV)
BUY1/4/2023 1/12/2023 305,000.00 63253QAA2 NATIONAL AUSTRALIA BK/NY CORPORATE NOTES 4.96% 1/12/2026 305,000.00 4.97%1/17/2023 1/19/2023 200,000.00 61747YEZ4 MORGAN STANLEY CORPORATE NOTES (CALLABLE 5.05% 1/28/2027 199,996.00 5.05%1/18/2023 1/25/2023 135,000.00 58770AAC7 MBART 2023-1 A3 4.51% 11/15/2027 134,983.80 4.51%1/19/2023 1/24/2023 40,000.00 693475BL8 PNC FINANCIAL SERVICES CORP NOTES (CALLA 4.75% 1/26/2027 40,000.00 4.76%1/23/2023 1/26/2023 230,000.00 742718FY0 PROCTER & GAMBLE CO/THE CORPORATE NOTES 4.10% 1/26/2026 229,845.90 4.12%1/23/2023 1/26/2023 50,000.00 857477BZ5 STATE STREET CORP NOTES (CALLABLE) 4.85% 1/26/2026 50,000.00 4.86%1/26/2023 1/27/2023 750,000.00 91282CGE5 US TREASURY N/B NOTES 3.87% 1/15/2026 750,758.32 3.88%1/26/2023 1/27/2023 5,000,000.00 912828V98 US TREASURY NOTES 2.25% 2/15/2027 4,781,886.89 3.69%1/26/2023 1/27/2023 3,000,000.00 91282CGC9 US TREASURY N/B NOTES 3.87% 12/31/2027 3,044,178.39 3.61%1/26/2023 1/30/2023 350,000.00 427866AX6 HERSHEY COMPANY CORP NOTES (CALLABLE) 2.30% 8/15/2026 330,477.58 4.34%1/31/2023 2/1/2023 3,000,000.00 912828U24 US TREASURY NOTES 2.00% 11/15/2026 2,824,373.49 3.80%1/31/2023 2/1/2023 2,000,000.00 91282CGH8 US TREASURY N/B NOTES 3.50% 1/31/2028 1,987,302.75 3.64%1/31/2023 2/1/2023 10,000,000.00 91282CGD7 US TREASURY N/B NOTES 4.25% 12/31/2024 10,032,490.94 4.28%2/2/2023 2/9/2023 65,000.00 63743HFH0 NATIONAL RURAL UTIL COOP CORP NOTES (CAL 4.45% 3/13/2026 64,953.85 4.47%2/6/2023 2/7/2023 1,000,000.00 912828V98 US TREASURY NOTES 2.25% 2/15/2027 949,589.00 3.91%2/6/2023 2/7/2023 2,000,000.00 91282CGG0 US TREASURY N/B NOTES 4.12% 1/31/2025 1,989,485.93 4.45%2/6/2023 2/7/2023 2,000,000.00 91282CGE5 US TREASURY N/B NOTES 3.87% 1/15/2026 1,991,486.53 4.12% 19 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Activity
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Quarterly Portfolio Transactions
Trade
Date
Settle
Date Par ($) CUSIP
Maturity
Date
Transact
Coupon Amount ($)
Yield
at Market
Realized
Security Description G/L (BV)
BUY2/6/2023 2/8/2023 250,000.00 437076BT8 HOME DEPOT INC CORP NOTES (CALLABLE) 2.80% 9/14/2027 236,895.00 4.34%2/6/2023 2/8/2023 250,000.00 02665WDJ7 AMERICAN HONDA FINANCE CORPORATE NOTES 2.35% 1/8/2027 231,262.08 4.51%2/13/2023 2/15/2023 295,000.00 713448FQ6 PEPSICO INC CORP NOTES (CALLABLE) 4.55% 2/13/2026 294,828.90 4.57%2/13/2023 2/23/2023 230,000.00 41285JAD0 HDMOT 2023-A A3 5.05% 12/15/2027 229,976.84 5.05%2/24/2023 2/27/2023 2,000,000.00 912828YY0 US TREASURY NOTES 1.75% 12/31/2024 1,898,576.48 4.82%3/1/2023 3/6/2023 250,000.00 3137BNGT5 FHMS K054 A2 2.74% 1/1/2026 235,525.00 4.96%3/6/2023 3/13/2023 500,000.00 20271RAR1 COMMONWEALTH BK AUSTR NY CORPORATE 5.31% 3/13/2026 500,000.00 5.32%3/9/2023 3/15/2023 265,000.00 13063D3N6 CA ST MUNICIPAL BONDS 4.84% 3/1/2027 265,000.00 4.85%3/9/2023 3/17/2023 275,000.00 40428HVL3 HSBC USA INC CORPORATE NOTES 5.62% 3/17/2025 274,532.50 5.72%3/27/2023 3/30/2023 350,000.00 69371RS49 PACCAR FINANCIAL CORP CORPORATE NOTES 4.45% 3/30/2026 349,765.50 4.47%3/28/2023 3/31/2023 240,000.00 50117KAC4 KCOT 2023-1A A3 5.02% 6/15/2027 239,962.44 5.02%3/28/2023 3/31/2023 180,000.00 344928AD8 FORDO 2023-A A3 4.65% 2/15/2028 179,981.23 4.65% Total BUY 35,210,000.00 34,643,115.34 0.00
INTEREST1/1/2023 1/1/2023 70,000.00 646140DN0 NJ TURNPIKE AUTHORITY TXBL REV BONDS 0.89% 1/1/2025 313.951/1/2023 1/1/2023 255,000.00 341271AD6 FL ST BOARD OF ADMIN TXBL REV BONDS 1.25% 7/1/2025 1,603.951/1/2023 1/25/2023 300,000.00 3137BKRJ1 FHMS K047 A2 3.32% 5/1/2025 832.25 20 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Activity
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Quarterly Portfolio Transactions
Trade
Date
Settle
Date Par ($) CUSIP
Maturity
Date
Transact
Coupon Amount ($)
Yield
at Market
Realized
Security Description G/L (BV)
INTEREST1/1/2023 1/25/2023 325,000.00 3137BLMZ8 FHLMC SERIES K049 A2 3.01% 7/1/2025 815.211/1/2023 1/25/2023 150,000.00 3137BM7C4 FHMS K052 A1 3.30% 9/1/2025 413.501/1/2023 1/25/2023 243,059.36 3136ARTE8 FNA 2016-M3 A2 2.70% 2/1/2026 547.291/1/2023 1/25/2023 250,000.00 3137BMTX4 FHMS K052 A2 3.15% 11/1/2025 656.461/1/2023 1/25/2023 250,000.00 3137BN6G4 FHMS K053 A2 2.99% 12/1/2025 623.961/3/2023 1/3/2023 MONEY0002 MONEY MARKET FUND 161.201/8/2023 1/8/2023 150,000.00 89236TFS9 TOYOTA MOTOR CREDIT CORP CORP NOTES 3.35% 1/8/2024 2,512.501/15/2023 1/15/2023 325,000.00 14041NFZ9 COMET 2022-A1 A1 2.80% 3/15/2027 758.331/15/2023 1/15/2023 25,972.29 14316NAC3 CARMX 2021-1 A3 0.34% 12/15/2025 7.361/15/2023 1/15/2023 170,000.00 50117EAC8 KCOT 2022-1A A3 2.67% 10/15/2026 378.251/15/2023 1/15/2023 5,663.74 41284UAD6 HDMOT 2020-A A3 1.87% 10/15/2024 8.831/15/2023 1/15/2023 65,407.92 44933LAC7 HART 2021-A A3 0.38% 9/15/2025 20.711/15/2023 1/15/2023 200,000.00 87612EBM7 TARGET CORP CORP NOTES (CALLABLE) 1.95% 1/15/2027 1,950.001/15/2023 1/15/2023 120,000.00 98163KAC6 WOART 2021-D A3 0.81% 10/15/2026 81.001/15/2023 1/15/2023 185,000.00 448977AD0 HART 2022-A A3 2.22% 10/15/2026 342.251/15/2023 1/15/2023 200,000.00 91282CCL3 US TREASURY N/B NOTES 0.37% 7/15/2024 375.001/15/2023 1/15/2023 125,000.00 50117XAE2 KCOT 2021-2A A3 0.56% 11/17/2025 58.33 21 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Activity
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Quarterly Portfolio Transactions
Trade
Date
Settle
Date Par ($) CUSIP
Maturity
Date
Transact
Coupon Amount ($)
Yield
at Market
Realized
Security Description G/L (BV)
INTEREST1/15/2023 1/15/2023 100,000.00 89238JAC9 TAOT 2021-D A3 0.71% 4/15/2026 59.171/15/2023 1/15/2023 95,000.00 14044CAC6 COPAR 2021-1 A3 0.77% 9/15/2026 60.961/15/2023 1/15/2023 105,956.15 14314QAC8 CARMX 2021-2 A3 0.52% 2/17/2026 45.911/15/2023 1/15/2023 185,000.00 44933DAD3 HART 2022-C A3 5.39% 6/15/2027 830.961/15/2023 1/15/2023 195,000.00 14318UAD3 CARMX 2022-4 A3 5.34% 8/16/2027 867.751/15/2023 1/15/2023 95,000.00 254683CP8 DCENT 2021-A1 A1 0.58% 9/15/2026 45.921/15/2023 1/15/2023 265,000.00 58768PAC8 MBART 2022-1 A3 5.21% 8/16/2027 1,150.541/15/2023 1/15/2023 175,000.00 41284YAD8 HDMOT 2022-A A3 3.06% 2/15/2027 446.251/15/2023 1/15/2023 75,000.00 44935FAD6 HART 2021-C A3 0.74% 5/15/2026 46.251/15/2023 1/15/2023 595.20 65480EAD3 NALT 2020-B A3 0.43% 10/16/2023 0.211/15/2023 1/15/2023 57,604.58 14316HAC6 CARMX 2020-4 A3 0.50% 8/15/2025 24.001/15/2023 1/15/2023 155,000.00 14317DAC4 CARMX 2021-3 A3 0.55% 6/15/2026 71.041/16/2023 1/16/2023 80,000.00 362554AC1 GMCAR 2021-4 A3 0.68% 9/16/2026 45.331/16/2023 1/16/2023 75,000.00 380146AC4 GMCAR 2022-1 A3 1.26% 11/16/2026 78.751/18/2023 1/18/2023 62,697.42 43813KAC6 HAROT 2020-3 A3 0.37% 10/18/2024 19.331/20/2023 1/20/2023 6,109.17 92348AAA3 VZOT 2019-C A1A 1.94% 4/22/2024 9.881/20/2023 1/20/2023 15,746.42 92348TAA2 VZOT 2020-A A1A 1.85% 7/22/2024 24.28 22 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Activity
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Quarterly Portfolio Transactions
Trade
Date
Settle
Date Par ($) CUSIP
Maturity
Date
Transact
Coupon Amount ($)
Yield
at Market
Realized
Security Description G/L (BV)
INTEREST1/20/2023 1/20/2023 89,801.68 380144AC9 GMALT 2021-2 A3 0.34% 5/20/2024 25.441/20/2023 1/20/2023 56,171.62 92290BAA9 VZOT 2020-B A 0.47% 2/20/2025 22.001/20/2023 1/20/2023 125,000.00 92868KAC7 VALET 2021-1 A3 1.02% 6/22/2026 106.251/20/2023 1/20/2023 71,339.74 89238EAC0 TLOT 2021-A A3 0.39% 4/22/2024 23.191/21/2023 1/21/2023 395,000.00 3137EAEU9 FREDDIE MAC NOTES 0.37% 7/21/2025 740.631/25/2023 1/25/2023 23,575.42 05591RAC8 BMWLT 2021-1 A3 0.29% 1/25/2024 5.701/25/2023 1/25/2023 60,000.00 17327CAN3 CITIGROUP INC CORP NOTES (CALLABLE) 2.01% 1/25/2026 604.201/27/2023 1/27/2023 175,000.00 61761J3R8 MORGAN STANLEY CORP NOTES 3.12% 7/27/2026 2,734.381/27/2023 1/27/2023 240,000.00 459200KS9 IBM CORP CORPORATE NOTES 4.00% 7/27/2025 4,800.001/28/2023 1/28/2023 105,000.00 89788MAH5 TRUIST FIN CORP NOTES (CALLABLE) 4.26% 7/28/2026 2,236.501/31/2023 1/31/2023 100,000.00 912828Z52 US TREASURY NOTES 1.37% 1/31/2025 687.501/31/2023 1/31/2023 200,000.00 91282CBH3 US TREASURY NOTES 0.37% 1/31/2026 375.001/31/2023 1/31/2023 400,000.00 91282CAB7 US TREASURY NOTES 0.25% 7/31/2025 500.002/1/2023 2/1/2023 175,000.00 00724PAB5 ADOBE INC (CALLABLE) CORP NOTE 1.90% 2/1/2025 1,662.502/1/2023 2/1/2023 125,000.00 798306WM4 SAN JUAN USD, CA TXBL GO BONDS 0.49% 8/1/2023 311.882/1/2023 2/25/2023 300,000.00 3137BKRJ1 FHMS K047 A2 3.32% 5/1/2025 832.252/1/2023 2/25/2023 242,808.81 3136ARTE8 FNA 2016-M3 A2 2.70% 2/1/2026 546.72 23 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Activity
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Quarterly Portfolio Transactions
Trade
Date
Settle
Date Par ($) CUSIP
Maturity
Date
Transact
Coupon Amount ($)
Yield
at Market
Realized
Security Description G/L (BV)
INTEREST2/1/2023 2/25/2023 325,000.00 3137BLMZ8 FHLMC SERIES K049 A2 3.01% 7/1/2025 815.212/1/2023 2/25/2023 150,000.00 3137BM7C4 FHMS K052 A1 3.30% 9/1/2025 413.502/1/2023 2/25/2023 250,000.00 3137BN6G4 FHMS K053 A2 2.99% 12/1/2025 623.962/1/2023 2/25/2023 250,000.00 3137BMTX4 FHMS K052 A2 3.15% 11/1/2025 656.462/5/2023 2/5/2023 225,000.00 458140BY5 INTEL CORP NOTES (CALLABLE) 3.75% 8/5/2027 4,218.752/6/2023 2/6/2023 80,000.00 69371RQ66 PACCAR FINANCIAL CORP CORPORATE NOTES 1.80% 2/6/2025 720.002/6/2023 2/6/2023 75,000.00 857477BR3 STATE STREET CORP (CALLABLE) CORPORATE N 1.74% 2/6/2026 654.752/7/2023 2/7/2023 45,000.00 63743HFC1 NATIONAL RURAL UTIL COOP CORPORATE NOTES 1.87% 2/7/2025 421.882/8/2023 2/8/2023 65,000.00 63743HEU2 NATIONAL RURAL UTIL COOP CORPORATE NOTES 0.35% 2/8/2024 113.752/9/2023 2/9/2023 110,000.00 02665WDY4 AMERICAN HONDA FINANCE CORPORATE NOTES 0.75% 8/9/2024 412.502/11/2023 2/11/2023 35,000.00 166756AJ5 CHEVRON USA INC CORPORATE NOTES 0.42% 8/11/2023 74.552/12/2023 2/12/2023 70,000.00 05565EBU8 BMW US CAPITAL LLC CORPORATE NOTES 0.75% 8/12/2024 262.502/12/2023 2/12/2023 140,000.00 38141GXS8 GOLDMAN SACHS GROUP INC CORP NOTES (CALL 0.85% 2/12/2026 598.502/13/2023 2/13/2023 70,000.00 89236TGT6 TOYOTA MOTOR CREDIT CORP CORP NOTES 1.80% 2/13/2025 630.002/15/2023 2/15/2023 350,000.00 427866AX6 HERSHEY COMPANY CORP NOTES (CALLABLE) 2.30% 8/15/2026 4,025.002/15/2023 2/15/2023 325,000.00 14041NFZ9 COMET 2022-A1 A1 2.80% 3/15/2027 758.332/15/2023 2/15/2023 75,000.00 44935FAD6 HART 2021-C A3 0.74% 5/15/2026 46.25 24 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Activity
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Quarterly Portfolio Transactions
Trade
Date
Settle
Date Par ($) CUSIP
Maturity
Date
Transact
Coupon Amount ($)
Yield
at Market
Realized
Security Description G/L (BV)
INTEREST2/15/2023 2/15/2023 125,000.00 50117XAE2 KCOT 2021-2A A3 0.56% 11/17/2025 58.332/15/2023 2/15/2023 100,000.00 89238JAC9 TAOT 2021-D A3 0.71% 4/15/2026 59.172/15/2023 2/15/2023 24,482.19 14316NAC3 CARMX 2021-1 A3 0.34% 12/15/2025 6.942/15/2023 2/15/2023 53,659.34 14316HAC6 CARMX 2020-4 A3 0.50% 8/15/2025 22.362/15/2023 2/15/2023 195,000.00 14318UAD3 CARMX 2022-4 A3 5.34% 8/16/2027 867.752/15/2023 2/15/2023 135,000.00 58770AAC7 MBART 2023-1 A3 4.51% 11/15/2027 338.252/15/2023 2/15/2023 170,000.00 50117EAC8 KCOT 2022-1A A3 2.67% 10/15/2026 378.252/15/2023 2/15/2023 61,348.32 44933LAC7 HART 2021-A A3 0.38% 9/15/2025 19.432/15/2023 2/15/2023 25,000.00 194162AM5 COLGATE-PALMOLIVE CO CORPORATE NOTES 3.10% 8/15/2025 400.422/15/2023 2/15/2023 200,000.00 9128282A7 US TREASURY NOTES 1.50% 8/15/2026 1,500.002/15/2023 2/15/2023 155,000.00 14317DAC4 CARMX 2021-3 A3 0.55% 6/15/2026 71.042/15/2023 2/15/2023 175,000.00 41284YAD8 HDMOT 2022-A A3 3.06% 2/15/2027 446.252/15/2023 2/15/2023 3,520.36 41284UAD6 HDMOT 2020-A A3 1.87% 10/15/2024 5.492/15/2023 2/15/2023 185,000.00 448977AD0 HART 2022-A A3 2.22% 10/15/2026 342.252/15/2023 2/15/2023 6,000,000.00 912828V98 US TREASURY NOTES 2.25% 2/15/2027 67,500.002/15/2023 2/15/2023 265,000.00 58768PAC8 MBART 2022-1 A3 5.21% 8/16/2027 1,150.542/15/2023 2/15/2023 95,000.00 254683CP8 DCENT 2021-A1 A1 0.58% 9/15/2026 45.92 25 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Activity
|
Quarterly Portfolio Transactions
Trade
Date
Settle
Date Par ($) CUSIP
Maturity
Date
Transact
Coupon Amount ($)
Yield
at Market
Realized
Security Description G/L (BV)
INTEREST2/15/2023 2/15/2023 95,000.00 14044CAC6 COPAR 2021-1 A3 0.77% 9/15/2026 60.962/15/2023 2/15/2023 100,007.55 14314QAC8 CARMX 2021-2 A3 0.52% 2/17/2026 43.342/15/2023 2/15/2023 185,000.00 44933DAD3 HART 2022-C A3 5.39% 6/15/2027 830.962/15/2023 2/15/2023 120,000.00 98163KAC6 WOART 2021-D A3 0.81% 10/15/2026 81.002/16/2023 2/16/2023 60,000.00 46647PBY1 JPMORGAN CHASE & CO CORP NOTES (CALLABLE 0.56% 2/16/2025 168.902/16/2023 2/16/2023 80,000.00 362554AC1 GMCAR 2021-4 A3 0.68% 9/16/2026 45.332/16/2023 2/16/2023 75,000.00 380146AC4 GMCAR 2022-1 A3 1.26% 11/16/2026 78.752/18/2023 2/18/2023 56,496.44 43813KAC6 HAROT 2020-3 A3 0.37% 10/18/2024 17.422/20/2023 2/20/2023 125,000.00 92868KAC7 VALET 2021-1 A3 1.02% 6/22/2026 106.252/20/2023 2/20/2023 93.22 92348AAA3 VZOT 2019-C A1A 1.94% 4/22/2024 0.152/20/2023 2/20/2023 61,853.72 89238EAC0 TLOT 2021-A A3 0.39% 4/22/2024 20.102/20/2023 2/20/2023 47,568.61 92290BAA9 VZOT 2020-B A 0.47% 2/20/2025 18.632/20/2023 2/20/2023 10,793.10 92348TAA2 VZOT 2020-A A1A 1.85% 7/22/2024 16.642/20/2023 2/20/2023 78,154.48 380144AC9 GMALT 2021-2 A3 0.34% 5/20/2024 22.142/24/2023 2/24/2023 100,000.00 46647PCV6 JPMORGAN CHASE & CO CORP NOTES (CALLABLE 2.59% 2/24/2026 1,297.502/25/2023 2/25/2023 18,112.37 05591RAC8 BMWLT 2021-1 A3 0.29% 1/25/2024 4.382/25/2023 2/25/2023 795,000.00 3135G05X7 FANNIE MAE NOTES 0.37% 8/25/2025 1,490.63 26 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Activity
|
Quarterly Portfolio Transactions
Trade
Date
Settle
Date Par ($) CUSIP
Maturity
Date
Transact
Coupon Amount ($)
Yield
at Market
Realized
Security Description G/L (BV)
INTEREST2/28/2023 2/28/2023 325,000.00 254687FK7 WALT DISNEY COMPANY/THE (CALLABLE) 1.75% 8/30/2024 2,843.752/28/2023 2/28/2023 775,000.00 912828ZC7 US TREASURY NOTES 1.12% 2/28/2025 4,359.382/28/2023 2/28/2023 1,025,000.00 91282CBQ3 US TREASURY NOTES 0.50% 2/28/2026 2,562.502/28/2023 2/28/2023 700,000.00 91282CAJ0 US TREASURY NOTES 0.25% 8/31/2025 875.003/1/2023 3/25/2023 150,000.00 3137BM7C4 FHMS K052 A1 3.30% 9/1/2025 413.503/1/2023 3/25/2023 300,000.00 3137BKRJ1 FHMS K047 A2 3.32% 5/1/2025 832.253/1/2023 3/25/2023 242,557.27 3136ARTE8 FNA 2016-M3 A2 2.70% 2/1/2026 546.163/1/2023 3/25/2023 250,000.00 3137BMTX4 FHMS K052 A2 3.15% 11/1/2025 656.463/1/2023 3/25/2023 325,000.00 3137BLMZ8 FHLMC SERIES K049 A2 3.01% 7/1/2025 815.213/1/2023 3/25/2023 250,000.00 3137BN6G4 FHMS K053 A2 2.99% 12/1/2025 623.963/4/2023 3/4/2023 85,000.00 025816CQ0 AMERICAN EXPRESS CO CORP NOTES (CALLABLE 2.25% 3/4/2025 956.253/7/2023 3/7/2023 130,000.00 24422EUX5 JOHN DEERE CAPITAL CORP CORP NOTES 2.60% 3/7/2024 1,690.003/7/2023 3/7/2023 250,000.00 58933YAU9 MERCK & CO INC (CALLABLE) CORP NOTES 2.90% 3/7/2024 3,625.003/8/2023 3/8/2023 125,000.00 24422EWD7 JOHN DEERE CAPITAL CORP CORPORATE NOTES 2.35% 3/8/2027 1,468.753/9/2023 3/9/2023 125,000.00 931142EW9 WALMART INC CORPORATE NOTES 3.90% 9/9/2025 2,437.503/10/2023 3/10/2023 425,000.00 771196BT8 ROCHE HOLDINGS INC (CALLABLE) CORPORATE 2.13% 3/10/2025 4,530.503/12/2023 3/12/2023 150,000.00 641062BA1 NESTLE HOLDINGS INC CORP NOTE 4.00% 9/12/2025 2,983.33 27 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Activity
|
Quarterly Portfolio Transactions
Trade
Date
Settle
Date Par ($) CUSIP
Maturity
Date
Transact
Coupon Amount ($)
Yield
at Market
Realized
Security Description G/L (BV)
INTEREST3/14/2023 3/14/2023 250,000.00 437076BT8 HOME DEPOT INC CORP NOTES (CALLABLE) 2.80% 9/14/2027 3,500.003/14/2023 3/14/2023 245,000.00 641062AU8 NESTLE HOLDINGS INC CORP NOTES (CALLABLE 0.60% 9/14/2024 742.353/15/2023 3/15/2023 35,000.00 437076CR1 HOME DEPOT INC NOTES (CALLABLE) 4.00% 9/15/2025 684.443/15/2023 3/15/2023 195,000.00 14318UAD3 CARMX 2022-4 A3 5.34% 8/16/2027 867.753/15/2023 3/15/2023 1,372.70 41284UAD6 HDMOT 2020-A A3 1.87% 10/15/2024 2.143/15/2023 3/15/2023 57,242.19 44933LAC7 HART 2021-A A3 0.38% 9/15/2025 18.133/15/2023 3/15/2023 95,000.00 14044CAC6 COPAR 2021-1 A3 0.77% 9/15/2026 60.963/15/2023 3/15/2023 100,000.00 89238JAC9 TAOT 2021-D A3 0.71% 4/15/2026 59.173/15/2023 3/15/2023 265,000.00 58768PAC8 MBART 2022-1 A3 5.21% 8/16/2027 1,150.543/15/2023 3/15/2023 49,772.95 14316HAC6 CARMX 2020-4 A3 0.50% 8/15/2025 20.743/15/2023 3/15/2023 175,000.00 41284YAD8 HDMOT 2022-A A3 3.06% 2/15/2027 446.253/15/2023 3/15/2023 94,444.15 14314QAC8 CARMX 2021-2 A3 0.52% 2/17/2026 40.933/15/2023 3/15/2023 185,000.00 44933DAD3 HART 2022-C A3 5.39% 6/15/2027 830.963/15/2023 3/15/2023 340,000.00 650036DT0 NY ST URBAN DEV CORP TXBL REV BONDS 0.87% 3/15/2025 1,479.003/15/2023 3/15/2023 95,000.00 254683CP8 DCENT 2021-A1 A1 0.58% 9/15/2026 45.923/15/2023 3/15/2023 155,000.00 14317DAC4 CARMX 2021-3 A3 0.55% 6/15/2026 71.043/15/2023 3/15/2023 135,000.00 58770AAC7 MBART 2023-1 A3 4.51% 11/15/2027 507.37 28 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Activity
|
Quarterly Portfolio Transactions
Trade
Date
Settle
Date Par ($) CUSIP
Maturity
Date
Transact
Coupon Amount ($)
Yield
at Market
Realized
Security Description G/L (BV)
INTEREST3/15/2023 3/15/2023 120,000.00 98163KAC6 WOART 2021-D A3 0.81% 10/15/2026 81.003/15/2023 3/15/2023 170,000.00 50117EAC8 KCOT 2022-1A A3 2.67% 10/15/2026 378.253/15/2023 3/15/2023 125,000.00 50117XAE2 KCOT 2021-2A A3 0.56% 11/17/2025 58.333/15/2023 3/15/2023 75,000.00 44935FAD6 HART 2021-C A3 0.74% 5/15/2026 46.253/15/2023 3/15/2023 325,000.00 14041NFZ9 COMET 2022-A1 A1 2.80% 3/15/2027 758.333/15/2023 3/15/2023 230,000.00 41285JAD0 HDMOT 2023-A A3 5.05% 12/15/2027 709.813/15/2023 3/15/2023 23,041.36 14316NAC3 CARMX 2021-1 A3 0.34% 12/15/2025 6.533/15/2023 3/15/2023 185,000.00 448977AD0 HART 2022-A A3 2.22% 10/15/2026 342.253/16/2023 3/16/2023 80,000.00 362554AC1 GMCAR 2021-4 A3 0.68% 9/16/2026 45.333/16/2023 3/16/2023 75,000.00 380146AC4 GMCAR 2022-1 A3 1.26% 11/16/2026 78.753/17/2023 3/17/2023 65,000.00 172967NL1 CITIGROUP INC CORP NOTES (CALLABLE) 3.29% 3/17/2026 1,069.253/18/2023 3/18/2023 105,000.00 808513BN4 CHARLES SCHWAB CORP NOTES (CALLABLE) 0.75% 3/18/2024 393.753/18/2023 3/18/2023 50,529.84 43813KAC6 HAROT 2020-3 A3 0.37% 10/18/2024 15.583/20/2023 3/20/2023 52,325.39 89238EAC0 TLOT 2021-A A3 0.39% 4/22/2024 17.013/20/2023 3/20/2023 66,050.98 380144AC9 GMALT 2021-2 A3 0.34% 5/20/2024 18.713/20/2023 3/20/2023 39,728.25 92290BAA9 VZOT 2020-B A 0.47% 2/20/2025 15.563/20/2023 3/20/2023 125,000.00 92868KAC7 VALET 2021-1 A3 1.02% 6/22/2026 106.25 29 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Activity
|
Quarterly Portfolio Transactions
Trade
Date
Settle
Date Par ($) CUSIP
Maturity
Date
Transact
Coupon Amount ($)
Yield
at Market
Realized
Security Description G/L (BV)
INTEREST3/20/2023 3/20/2023 6,541.61 92348TAA2 VZOT 2020-A A1A 1.85% 7/22/2024 10.093/23/2023 3/23/2023 295,000.00 3137EAEX3 FREDDIE MAC NOTES 0.37% 9/23/2025 553.133/23/2023 3/23/2023 330,000.00 4581X0DZ8 INTER-AMERICAN DEVEL BK NOTES 0.50% 9/23/2024 825.003/25/2023 3/25/2023 12,870.55 05591RAC8 BMWLT 2021-1 A3 0.29% 1/25/2024 3.113/30/2023 3/30/2023 200,000.00 857477BM4 STATE STREET CORP NOTES (CALLABLE) 2.90% 3/30/2026 2,901.003/31/2023 3/31/2023 225,000.00 91282CCZ2 US TREASURY N/B NOTES 0.87% 9/30/2026 984.383/31/2023 3/31/2023 500,000.00 912828YH7 US TREASURY NOTES 1.50% 9/30/2024 3,750.003/31/2023 3/31/2023 600,000.00 91282CEF4 US TREASURY N/B NOTES 2.50% 3/31/2027 7,500.00 Total INTEREST 32,845,076.46 188,877.20 0.00
MATURITY3/17/2023 3/17/2023 255,000.00 22552G3C2 CREDIT SUISSE NEW YORK CERT DEPOS 0.59% 3/17/2023 256,525.40 Total MATURITY 255,000.00 256,525.40 0.00
PAYDOWNS1/1/2023 1/25/2023 250.55 3136ARTE8 FNA 2016-M3 A2 2.70% 2/1/2026 250.55 14.171/15/2023 1/15/2023 1,490.10 14316NAC3 CARMX 2021-1 A3 0.34% 12/15/2025 1,490.101/15/2023 1/15/2023 5,948.60 14314QAC8 CARMX 2021-2 A3 0.52% 2/17/2026 5,948.601/15/2023 1/15/2023 2,143.38 41284UAD6 HDMOT 2020-A A3 1.87% 10/15/2024 2,143.38 30 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Activity
|
Quarterly Portfolio Transactions
Trade
Date
Settle
Date Par ($) CUSIP
Maturity
Date
Transact
Coupon Amount ($)
Yield
at Market
Realized
Security Description G/L (BV)
PAYDOWNS1/15/2023 1/15/2023 4,059.60 44933LAC7 HART 2021-A A3 0.38% 9/15/2025 4,059.601/15/2023 1/15/2023 3,945.24 14316HAC6 CARMX 2020-4 A3 0.50% 8/15/2025 3,945.241/15/2023 1/15/2023 595.20 65480EAD3 NALT 2020-B A3 0.43% 10/16/2023 595.201/18/2023 1/18/2023 6,200.98 43813KAC6 HAROT 2020-3 A3 0.37% 10/18/2024 6,200.981/20/2023 1/20/2023 9,486.02 89238EAC0 TLOT 2021-A A3 0.39% 4/22/2024 9,486.021/20/2023 1/20/2023 11,647.20 380144AC9 GMALT 2021-2 A3 0.34% 5/20/2024 11,647.201/20/2023 1/20/2023 6,015.95 92348AAA3 VZOT 2019-C A1A 1.94% 4/22/2024 6,015.951/20/2023 1/20/2023 8,603.01 92290BAA9 VZOT 2020-B A 0.47% 2/20/2025 8,603.011/20/2023 1/20/2023 4,953.32 92348TAA2 VZOT 2020-A A1A 1.85% 7/22/2024 4,953.321/25/2023 1/25/2023 5,463.05 05591RAC8 BMWLT 2021-1 A3 0.29% 1/25/2024 5,463.052/1/2023 2/25/2023 251.54 3136ARTE8 FNA 2016-M3 A2 2.70% 2/1/2026 251.54 14.232/15/2023 2/15/2023 2,147.66 41284UAD6 HDMOT 2020-A A3 1.87% 10/15/2024 2,147.662/15/2023 2/15/2023 3,886.39 14316HAC6 CARMX 2020-4 A3 0.50% 8/15/2025 3,886.392/15/2023 2/15/2023 1,440.83 14316NAC3 CARMX 2021-1 A3 0.34% 12/15/2025 1,440.832/15/2023 2/15/2023 5,563.40 14314QAC8 CARMX 2021-2 A3 0.52% 2/17/2026 5,563.402/15/2023 2/15/2023 4,106.13 44933LAC7 HART 2021-A A3 0.38% 9/15/2025 4,106.132/18/2023 2/18/2023 5,966.60 43813KAC6 HAROT 2020-3 A3 0.37% 10/18/2024 5,966.60 31 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Activity
|
Quarterly Portfolio Transactions
Trade
Date
Settle
Date Par ($) CUSIP
Maturity
Date
Transact
Coupon Amount ($)
Yield
at Market
Realized
Security Description G/L (BV)
PAYDOWNS2/20/2023 2/20/2023 7,840.36 92290BAA9 VZOT 2020-B A 0.47% 2/20/2025 7,840.362/20/2023 2/20/2023 9,528.33 89238EAC0 TLOT 2021-A A3 0.39% 4/22/2024 9,528.332/20/2023 2/20/2023 4,251.49 92348TAA2 VZOT 2020-A A1A 1.85% 7/22/2024 4,251.492/20/2023 2/20/2023 12,103.50 380144AC9 GMALT 2021-2 A3 0.34% 5/20/2024 12,103.502/20/2023 2/20/2023 93.22 92348AAA3 VZOT 2019-C A1A 1.94% 4/22/2024 93.222/25/2023 2/25/2023 5,241.82 05591RAC8 BMWLT 2021-1 A3 0.29% 1/25/2024 5,241.823/1/2023 3/25/2023 313.44 3136ARTE8 FNA 2016-M3 A2 2.70% 2/1/2026 313.44 17.733/15/2023 3/15/2023 1,372.70 41284UAD6 HDMOT 2020-A A3 1.87% 10/15/2024 1,372.703/15/2023 3/15/2023 3,922.13 44933LAC7 HART 2021-A A3 0.38% 9/15/2025 3,922.133/15/2023 3/15/2023 1,380.46 14316NAC3 CARMX 2021-1 A3 0.34% 12/15/2025 1,380.463/15/2023 3/15/2023 1,993.09 14317DAC4 CARMX 2021-3 A3 0.55% 6/15/2026 1,993.093/15/2023 3/15/2023 5,355.29 14314QAC8 CARMX 2021-2 A3 0.52% 2/17/2026 5,355.293/15/2023 3/15/2023 3,783.42 14316HAC6 CARMX 2020-4 A3 0.50% 8/15/2025 3,783.423/18/2023 3/18/2023 5,720.99 43813KAC6 HAROT 2020-3 A3 0.37% 10/18/2024 5,720.993/20/2023 3/20/2023 9,628.21 89238EAC0 TLOT 2021-A A3 0.39% 4/22/2024 9,628.213/20/2023 3/20/2023 11,299.91 380144AC9 GMALT 2021-2 A3 0.34% 5/20/2024 11,299.913/20/2023 3/20/2023 6,835.33 92290BAA9 VZOT 2020-B A 0.47% 2/20/2025 6,835.33 32 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Activity
|
Quarterly Portfolio Transactions
Trade
Date
Settle
Date Par ($) CUSIP
Maturity
Date
Transact
Coupon Amount ($)
Yield
at Market
Realized
Security Description G/L (BV)
PAYDOWNS3/20/2023 3/20/2023 3,546.61 92348TAA2 VZOT 2020-A A1A 1.85% 7/22/2024 3,546.613/25/2023 3/25/2023 5,175.00 05591RAC8 BMWLT 2021-1 A3 0.29% 1/25/2024 5,175.00 Total PAYDOWNS 193,550.05 193,550.05 46.13
SELL1/11/2023 1/12/2023 340,000.00 3137EAEZ8 FREDDIE MAC NOTES 0.25% 11/6/2023 327,613.23 -12,459.40 Total SELL 340,000.00 327,613.23 -12,459.40
33 © PFM Asset Management LLC pfm.com |
Portfolio Holdings
© PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Holdings
|
Managed Account Detail of Securities Held
Security Type/DescriptionDated Date/Coupon/Maturity CUSIP Par S&P
Rating
Moody's
Rating
Settle
Date
Original
Cost
Trade
Date
YTM
at Cost
Accrued
Interest
Market
Value
Amortized
Cost
U.S. Treasury
US TREASURY NOTESDTD 12/31/2020 0.375% 12/31/2025
91282CBC4 300,000.00 AA+ Aaa 1/7/2021 1/11/2021 298,804.69 0.46 282.80 299,338.13 273,375.00 US TREASURY N/B NOTESDTD 01/15/2023 3.875% 01/15/2026
91282CGE5 750,000.00 AA+ Aaa 1/26/2023 1/27/2023 749,794.92 3.88 6,101.52 749,807.03 750,234.38 US TREASURY N/B NOTESDTD 01/15/2023 3.875% 01/15/2026
91282CGE5 2,000,000.00 AA+ Aaa 2/6/2023 2/7/2023 1,986,562.50 4.12 16,270.72 1,987,226.23 2,000,625.00 US TREASURY NOTESDTD 01/31/2021 0.375% 01/31/2026
91282CBH3 200,000.00 AA+ Aaa 2/25/2021 2/26/2021 196,812.50 0.70 124.31 198,165.42 181,562.50 US TREASURY NOTESDTD 02/28/2021 0.500% 02/28/2026
91282CBQ3 300,000.00 AA+ Aaa 3/1/2021 3/3/2021 296,800.78 0.72 130.43 298,132.76 272,625.00 US TREASURY NOTESDTD 02/28/2021 0.500% 02/28/2026
91282CBQ3 725,000.00 AA+ Aaa 9/2/2021 9/7/2021 718,542.97 0.70 315.22 720,797.99 658,843.75 US TREASURY N/B NOTESDTD 05/31/2021 0.750% 05/31/2026
91282CCF6 700,000.00 AA+ Aaa 6/3/2021 6/8/2021 696,964.84 0.84 1,759.62 698,070.05 636,671.84 US TREASURY NOTESDTD 08/15/2016 1.500% 08/15/2026
9128282A7 200,000.00 AA+ Aaa 9/8/2022 9/13/2022 185,492.19 3.50 372.93 187,518.42 185,625.00 US TREASURY N/B NOTESDTD 09/30/2021 0.875% 09/30/2026
91282CCZ2 225,000.00 AA+ Aaa 10/7/2021 10/12/2021 223,444.34 1.02 5.38 223,904.01 203,765.63 US TREASURY N/B NOTESDTD 10/31/2021 1.125% 10/31/2026
91282CDG3 225,000.00 AA+ Aaa 11/15/2021 11/17/2021 223,611.33 1.25 1,062.85 223,995.15 205,242.19 US TREASURY N/B NOTESDTD 10/31/2021 1.125% 10/31/2026
91282CDG3 275,000.00 AA+ Aaa 11/3/2021 11/4/2021 274,108.40 1.19 1,299.03 274,359.44 250,851.56 US TREASURY NOTESDTD 11/15/2016 2.000% 11/15/2026
912828U24 3,000,000.00 AA+ Aaa 1/31/2023 2/1/2023 2,811,445.31 3.80 22,707.18 2,819,489.22 2,820,937.50 US TREASURY N/B NOTESDTD 11/30/2021 1.250% 11/30/2026
91282CDK4 300,000.00 AA+ Aaa 12/2/2021 12/7/2021 300,386.72 1.22 1,256.87 300,284.67 274,406.25 US TREASURY N/B NOTESDTD 12/31/2021 1.250% 12/31/2026
91282CDQ1 325,000.00 AA+ Aaa 1/3/2022 1/6/2022 323,273.44 1.36 1,021.24 323,700.34 296,867.19 US TREASURY NOTESDTD 02/15/2017 2.250% 02/15/2027
912828V98 5,000,000.00 AA+ Aaa 1/26/2023 1/27/2023 4,731,445.31 3.69 13,984.81 4,743,058.49 4,736,719.00 34 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Holdings
|
Security Type/DescriptionDated Date/Coupon/Maturity CUSIP Par S&P
Rating
Moody's
Rating
Settle
Date
Original
Cost
Trade
Date
YTM
at Cost
Accrued
Interest
Market
Value
Amortized
Cost
U.S. Treasury
US TREASURY NOTESDTD 02/15/2017 2.250% 02/15/2027
912828V98 1,000,000.00 AA+ Aaa 2/6/2023 2/7/2023 938,828.13 3.91 2,796.96 941,035.15 947,343.80 US TREASURY N/B NOTESDTD 03/31/2022 2.500% 03/31/2027
91282CEF4 600,000.00 AA+ Aaa 4/14/2022 4/18/2022 592,851.56 2.76 40.98 594,227.48 573,000.00 US TREASURY N/B NOTESDTD 04/30/2022 2.750% 04/30/2027
91282CEN7 325,000.00 AA+ Aaa 5/4/2022 5/6/2022 320,886.72 3.03 3,752.76 321,632.53 313,218.75 US TREASURY N/B NOTESDTD 05/31/2022 2.625% 05/31/2027
91282CET4 375,000.00 AA+ Aaa 6/9/2022 6/10/2022 367,309.57 3.07 3,299.28 368,558.84 359,589.83 US TREASURY N/B NOTESDTD 05/31/2022 2.625% 05/31/2027
91282CET4 350,000.00 AA+ Aaa 6/1/2022 6/6/2022 344,818.36 2.95 3,079.33 345,669.63 335,617.17 US TREASURY N/B NOTESDTD 11/30/2022 3.875% 11/30/2027
91282CFZ9 625,000.00 AA+ Aaa 12/28/2022 12/29/2022 622,265.63 3.97 8,117.27 622,407.14 631,445.31 US TREASURY N/B NOTESDTD 12/31/2022 3.875% 12/31/2027
91282CGC9 3,000,000.00 AA+ Aaa 1/26/2023 1/27/2023 3,035,507.81 3.61 29,223.07 3,034,244.61 3,031,875.00 US TREASURY N/B NOTESDTD 01/31/2023 3.500% 01/31/2028
91282CGH8 2,000,000.00 AA+ Aaa 1/31/2023 2/1/2023 1,987,109.38 3.64 11,602.21 1,987,526.12 1,989,687.60 US TREASURY NOTESDTD 05/01/2017 2.000% 04/30/2024
912828X70 300,000.00 AA+ Aaa 5/1/2019 5/3/2019 296,167.97 2.27 2,519.34 299,170.15 291,656.25 US TREASURY NOTESDTD 05/31/2017 2.000% 05/31/2024
912828XT2 1,220,000.00 AA+ Aaa 6/3/2019 6/5/2019 1,226,290.63 1.89 8,178.02 1,221,470.81 1,185,306.25 US TREASURY NOTESDTD 06/30/2019 1.750% 06/30/2024
9128286Z8 200,000.00 AA+ Aaa 7/1/2019 7/3/2019 199,546.88 1.80 879.84 199,886.72 193,437.50 US TREASURY NOTESDTD 06/30/2019 1.750% 06/30/2024
9128286Z8 275,000.00 AA+ Aaa 12/11/2019 12/12/2019 275,708.98 1.69 1,209.77 275,194.52 265,976.56 US TREASURY N/B NOTESDTD 07/15/2021 0.375% 07/15/2024
91282CCL3 200,000.00 AA+ Aaa 8/5/2021 8/9/2021 199,976.56 0.38 157.46 199,989.69 189,906.24 US TREASURY NOTESDTD 09/30/2019 1.500% 09/30/2024
912828YH7 500,000.00 AA+ Aaa 10/31/2019 11/4/2019 499,472.66 1.52 20.49 499,838.74 479,531.25 US TREASURY NOTESDTD 10/31/2019 1.500% 10/31/2024
912828YM6 575,000.00 AA+ Aaa 12/2/2019 12/4/2019 569,856.45 1.69 3,621.55 573,339.03 550,652.32 US TREASURY NOTESDTD 10/31/2019 1.500% 10/31/2024
912828YM6 350,000.00 AA+ Aaa 2/3/2020 2/5/2020 352,460.94 1.35 2,204.42 350,823.63 335,179.67 US TREASURY NOTESDTD 12/31/2019 1.750% 12/31/2024
912828YY0 2,000,000.00 AA+ Aaa 2/24/2023 2/27/2023 1,892,968.75 4.82 8,798.34 1,898,216.94 1,918,437.60 35 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Holdings
|
Security Type/DescriptionDated Date/Coupon/Maturity CUSIP Par S&P
Rating
Moody's
Rating
Settle
Date
Original
Cost
Trade
Date
YTM
at Cost
Accrued
Interest
Market
Value
Amortized
Cost
U.S. Treasury
US TREASURY N/B NOTESDTD 12/31/2022 4.250% 12/31/2024
91282CGD7 10,000,000.00 AA+ Aaa 1/31/2023 2/1/2023 9,994,921.88 4.28 106,837.02 9,995,350.51 10,007,812.00 US TREASURY N/B NOTESDTD 01/31/2023 4.125% 01/31/2025
91282CGG0 2,000,000.00 AA+ Aaa 2/6/2023 2/7/2023 1,987,890.63 4.45 13,674.03 1,988,777.09 1,999,375.00 US TREASURY NOTESDTD 01/31/2020 1.375% 01/31/2025
912828Z52 100,000.00 AA+ Aaa 2/19/2020 2/20/2020 99,859.38 1.40 227.90 99,947.78 95,156.25 US TREASURY NOTESDTD 02/29/2020 1.125% 02/28/2025
912828ZC7 775,000.00 AA+ Aaa 3/2/2020 3/4/2020 785,837.89 0.84 758.15 779,157.90 732,617.19 US TREASURY NOTESDTD 04/30/2020 0.375% 04/30/2025
912828ZL7 400,000.00 AA+ Aaa 6/3/2020 6/5/2020 399,875.00 0.38 629.83 399,946.93 371,000.00 US TREASURY NOTESDTD 04/30/2020 0.375% 04/30/2025
912828ZL7 300,000.00 AA+ Aaa 10/4/2021 10/6/2021 296,988.28 0.66 472.38 298,242.01 278,250.00 US TREASURY NOTESDTD 05/31/2020 0.250% 05/31/2025
912828ZT0 325,000.00 AA+ Aaa 6/10/2021 6/10/2021 321,039.06 0.56 272.32 322,840.73 299,863.26 US TREASURY NOTESDTD 05/31/2020 0.250% 05/31/2025
912828ZT0 325,000.00 AA+ Aaa 6/30/2020 6/30/2020 324,873.05 0.26 272.32 324,944.09 299,863.27 US TREASURY NOTESDTD 05/31/2020 0.250% 05/31/2025
912828ZT0 425,000.00 AA+ Aaa 5/4/2021 5/6/2021 418,824.22 0.61 356.11 421,712.62 392,128.89 US TREASURY NOTESDTD 06/30/2020 0.250% 06/30/2025
912828ZW3 725,000.00 AA+ Aaa 6/28/2021 6/29/2021 711,774.41 0.71 455.63 717,573.04 668,132.81 US TREASURY NOTESDTD 07/31/2020 0.250% 07/31/2025
91282CAB7 400,000.00 AA+ Aaa 7/1/2021 7/7/2021 392,281.25 0.73 165.75 395,571.46 367,250.00 US TREASURY NOTESDTD 08/31/2020 0.250% 08/31/2025
91282CAJ0 700,000.00 AA+ Aaa 8/4/2021 8/9/2021 691,824.22 0.54 152.17 695,132.02 641,265.66 US TREASURY NOTESDTD 10/31/2020 0.250% 10/31/2025
91282CAT8 100,000.00 AA+ Aaa 8/26/2021 8/27/2021 98,066.41 0.72 104.97 98,803.86 91,156.25 US TREASURY NOTESDTD 10/31/2020 0.250% 10/31/2025
91282CAT8 475,000.00 AA+ Aaa 8/11/2021 8/12/2021 466,112.30 0.70 498.62 469,555.49 432,992.19 US TREASURY NOTESDTD 11/30/2020 0.375% 11/30/2025
91282CAZ4 300,000.00 AA+ Aaa 12/1/2020 12/3/2020 299,343.75 0.42 377.06 299,649.38 273,656.25 US TREASURY NOTESDTD 11/30/2020 0.375% 11/30/2025
91282CAZ4 300,000.00 AA+ Aaa 10/4/2021 10/6/2021 294,796.88 0.80 377.06 296,657.10 273,656.25 Security Type Sub-Total 46,070,000.00 45,323,825.83 3.19 281,827.32 45,384,941.09 44,564,388.16 36 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Holdings
|
Security Type/DescriptionDated Date/Coupon/Maturity CUSIP Par S&P
Rating
Moody's
Rating
Settle
Date
Original
Cost
Trade
Date
YTM
at Cost
Accrued
Interest
Market
Value
Amortized
Cost
Supranational
INTL BK RECON & DEVELOP NOTESDTD 11/24/2020 0.250% 11/24/2023 459058JM6 200,000.00 AAA Aaa 11/17/2020 11/24/2020 199,570.00 0.32 176.39 199,906.93 194,226.80 INTER-AMERICAN DEVEL BK NOTESDTD 09/23/2021 0.500% 09/23/2024 4581X0DZ8 330,000.00 AAA Aaa 9/15/2021 9/23/2021 329,755.80 0.52 36.67 329,879.46 312,058.56 INTL BK RECON & DEVELOP NOTESDTD 07/19/2022 3.125% 06/15/2027 459058KJ1 275,000.00 AAA Aaa 7/12/2022 7/19/2022 274,857.00 3.14 2,530.38 274,877.43 268,576.55 Security Type Sub-Total 805,000.00 804,182.80 1.38 2,743.44 804,663.82 774,861.91 Negotiable CD
CREDIT AGRICOLE CIB NY CERTDEPOSDTD 08/19/2022 4.100% 08/16/2024 22536AZR8 250,000.00 A+ Aa3 8/17/2022 8/19/2022 250,000.00 4.07 6,406.25 250,000.00 250,000.00 TORONTO DOMINION BANK NY CERTDEPOSDTD 10/31/2022 5.600% 10/27/2025 89115B6K1 325,000.00 A A1 10/27/2022 10/31/2022 325,000.00 5.58 7,684.44 325,000.00 324,811.50 NORDEA BANK ABP NEW YORK CERTDEPOSDTD 11/03/2022 5.530% 11/03/2025 65558UYF3 325,000.00 AA- Aa3 11/2/2022 11/3/2022 325,000.00 5.53 7,388.69 325,000.00 327,267.53 Security Type Sub-Total 900,000.00 900,000.00 5.15 21,479.38 900,000.00 902,079.03 Municipal
SAN JUAN USD, CA TXBL GO BONDSDTD 10/29/2020 0.499% 08/01/2023 798306WM4 125,000.00 NR Aa2 10/16/2020 10/29/2020 125,000.00 0.50 103.96 125,000.00 123,162.50 NJ TURNPIKE AUTHORITY TXBL REVBONDSDTD 02/04/2021 0.897% 01/01/2025 646140DN0 70,000.00 AA- A1 1/22/2021 2/4/2021 70,000.00 0.90 156.98 70,000.00 65,398.20 NY ST URBAN DEV CORP TXBL REVBONDSDTD 12/23/2020 0.870% 03/15/2025 650036DT0 340,000.00 NR NR 12/16/2020 12/23/2020 340,000.00 0.87 131.47 340,000.00 316,614.80 FL ST BOARD OF ADMIN TXBL REVBONDSDTD 09/16/2020 1.258% 07/01/2025 341271AD6 255,000.00 AA Aa3 9/3/2020 9/16/2020 255,000.00 1.26 801.98 255,000.00 237,558.00 37 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Holdings
|
Security Type/DescriptionDated Date/Coupon/Maturity CUSIP Par S&P
Rating
Moody's
Rating
Settle
Date
Original
Cost
Trade
Date
YTM
at Cost
Accrued
Interest
Market
Value
Amortized
Cost
Municipal
CA ST MUNICIPAL BONDSDTD 03/15/2023 4.846% 03/01/2027
13063D3N6 265,000.00 AA- Aa2 3/9/2023 3/15/2023 265,000.00 4.85 570.75 265,000.00 272,091.40 Security Type Sub-Total 1,055,000.00 1,055,000.00 1.98 1,765.14 1,055,000.00 1,014,824.90 Joint Powers Authority
CAMP Pool 1,463,607.31 AAAm NR 1,463,607.31 0.00 1,463,607.31 1,463,607.31 Security Type Sub-Total 1,463,607.31 1,463,607.31 0.00 1,463,607.31 1,463,607.31 Federal Agency
FREDDIE MAC NOTESDTD 12/04/2020 0.250% 12/04/2023
3137EAFA2 275,000.00 AA+ Aaa 12/2/2020 12/4/2020 274,727.75 0.28 223.44 274,938.59 266,685.38 FEDERAL HOME LOAN BANKS NOTESDTD 12/09/2013 3.375% 12/08/2023 3130A0F70 305,000.00 AA+ Aaa 1/30/2019 1/31/2019 313,989.54 2.72 3,231.09 306,273.35 301,918.59 FANNIE MAE NOTESDTD 04/24/2020 0.625% 04/22/2025
3135G03U5 290,000.00 AA+ Aaa 4/22/2020 4/24/2020 289,402.60 0.67 800.52 289,753.70 269,977.82 FREDDIE MAC NOTESDTD 07/23/2020 0.375% 07/21/2025
3137EAEU9 395,000.00 AA+ Aaa 7/21/2020 7/23/2020 393,032.90 0.48 288.02 394,091.94 363,103.75 FANNIE MAE NOTESDTD 08/27/2020 0.375% 08/25/2025
3135G05X7 795,000.00 AA+ Aaa 8/25/2020 8/27/2020 791,279.40 0.47 298.13 793,211.09 728,634.99 FREDDIE MAC NOTESDTD 09/25/2020 0.375% 09/23/2025
3137EAEX3 295,000.00 AA+ Aaa 9/23/2020 9/25/2020 294,112.05 0.44 24.58 294,558.95 269,809.36 Security Type Sub-Total 2,355,000.00 2,356,544.24 0.78 4,865.78 2,352,827.62 2,200,129.89 Corporate
GENERAL DYNAMICS CORP NOTESDTD 05/11/2018 3.375% 05/15/2023 369550BD9 300,000.00 A- A3 1/11/2019 1/15/2019 302,661.00 3.15 3,825.00 300,024.02 299,198.70 CHEVRON USA INC CORPORATENOTESDTD 08/12/2020 0.426% 08/11/2023 166756AJ5 35,000.00 AA- Aa2 8/10/2020 8/12/2020 35,000.00 0.43 20.71 35,000.00 34,353.94 38 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Holdings
|
Security Type/DescriptionDated Date/Coupon/Maturity CUSIP Par S&P
Rating
Moody's
Rating
Settle
Date
Original
Cost
Trade
Date
YTM
at Cost
Accrued
Interest
Market
Value
Amortized
Cost
Corporate
TOYOTA MOTOR CREDIT CORP CORPNOTESDTD 01/08/2019 3.350% 01/08/2024 89236TFS9 150,000.00 A+ A1 1/11/2019 1/15/2019 149,883.00 3.37 1,158.54 149,981.86 148,235.70 NATIONAL RURAL UTIL COOPCORPORATE NOTESDTD 02/08/2021 0.350% 02/08/2024 63743HEU2 65,000.00 A- A2 2/1/2021 2/8/2021 64,955.15 0.37 33.49 64,987.18 62,227.49 JOHN DEERE CAPITAL CORP CORPNOTESDTD 06/07/2019 2.600% 03/07/2024 24422EUX5 130,000.00 A A2 6/4/2019 6/7/2019 129,777.70 2.64 225.33 129,956.31 127,211.37 MERCK & CO INC (CALLABLE) CORPNOTESDTD 03/07/2019 2.900% 03/07/2024 58933YAU9 250,000.00 A+ A1 3/13/2019 3/15/2019 251,002.50 2.81 483.33 250,174.74 245,390.00 CHARLES SCHWAB CORP NOTES(CALLABLE)DTD 03/18/2021 0.750% 03/18/2024 808513BN4 105,000.00 A A2 3/16/2021 3/18/2021 104,947.50 0.77 28.44 104,983.14 99,888.71 COMCAST CORP (CALLABLE)CORPORATE NOTESDTD 10/05/2018 3.700% 04/15/2024 20030NCR0 170,000.00 A- A3 5/7/2020 5/11/2020 186,250.30 1.20 2,900.39 174,039.43 168,115.04 AMAZON.COM INC CORPORATE
NOTESDTD 05/12/2021 0.450% 05/12/2024
023135BW5 245,000.00 AA A1 5/10/2021 5/12/2021 244,642.30 0.50 425.69 244,867.17 234,506.65 HSBC USA INC CORPORATE NOTESDTD 05/24/2022 3.750% 05/24/2024 40428HTA0 240,000.00 A- A1 5/17/2022 5/24/2022 239,990.40 3.75 3,175.00 239,994.50 234,135.12

ASTRAZENECA FINANCE LLC
(CALLABLE) CORPDTD 05/28/2021 0.700% 05/28/2024
04636NAC7 155,000.00 A A3 5/25/2021 5/28/2021 154,986.05 0.70 370.71 154,994.62 147,908.29 JPMORGAN CHASE & COCORPORATE NOTESDTD 05/27/2020 1.514% 06/01/2024 46647PBQ8 100,000.00 A- A1 5/19/2020 5/27/2020 100,000.00 1.51 504.67 100,000.00 99,175.10

AMERICAN HONDA FINANCE
CORPORATE NOTESDTD 09/09/2021 0.750% 08/09/2024
02665WDY4 110,000.00 A- A3 9/7/2021 9/9/2021 109,927.40 0.77 119.17 109,966.19 104,215.21 BMW US CAPITAL LLC CORPORATENOTESDTD 08/12/2021 0.750% 08/12/2024 05565EBU8 70,000.00 A A2 8/9/2021 8/12/2021 69,993.70 0.75 71.46 69,997.13 66,240.58 39 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Holdings
|
Security Type/DescriptionDated Date/Coupon/Maturity CUSIP Par S&P
Rating
Moody's
Rating
Settle
Date
Original
Cost
Trade
Date
YTM
at Cost
Accrued
Interest
Market
Value
Amortized
Cost
Corporate
WALT DISNEY COMPANY/THE(CALLABLE)DTD 09/06/2019 1.750% 08/30/2024 254687FK7 325,000.00 BBB+ A2 9/3/2019 9/6/2019 323,674.00 1.84 489.76 324,623.33 312,467.68 NESTLE HOLDINGS INC CORP NOTES(CALLABLEDTD 09/14/2021 0.606% 09/14/2024 641062AU8 245,000.00 AA- Aa3 9/7/2021 9/14/2021 245,000.00 0.61 70.11 245,000.00 230,861.05 BANK OF NY MELLON CORPDTD 10/24/2019 2.100% 10/24/2024
06406RAL1 110,000.00 A A1 1/21/2020 1/28/2020 110,484.00 2.00 1,007.42 110,159.94 104,952.43 BANK OF AMERICA CORP(CALLABLE) CORPORATDTD 10/21/2020 0.810% 10/24/2024 06051GJH3 300,000.00 A- A2 10/16/2020 10/21/2020 300,000.00 0.81 1,059.75 300,000.00 291,580.20

ADOBE INC (CALLABLE) CORP NOTE
DTD 02/03/2020 1.900% 02/01/2025
00724PAB5 175,000.00 A+ A2 1/26/2022 1/28/2022 177,077.25 1.50 554.17 176,245.57 167,398.88 PACCAR FINANCIAL CORPCORPORATE NOTESDTD 02/06/2020 1.800% 02/06/2025 69371RQ66 80,000.00 A+ A1 10/22/2020 10/29/2020 83,608.80 0.73 220.00 81,565.12 76,082.16 NATIONAL RURAL UTIL COOPCORPORATE NOTESDTD 02/07/2022 1.875% 02/07/2025 63743HFC1 45,000.00 A- A2 1/31/2022 2/7/2022 44,998.65 1.88 126.56 44,999.16 42,648.08 TOYOTA MOTOR CREDIT CORP CORPNOTESDTD 02/13/2020 1.800% 02/13/2025 89236TGT6 20,000.00 A+ A1 5/20/2020 5/26/2020 20,195.40 1.58 48.00 20,077.53 19,007.62 TOYOTA MOTOR CREDIT CORP CORPNOTESDTD 02/13/2020 1.800% 02/13/2025 89236TGT6 50,000.00 A+ A1 5/20/2020 5/26/2020 50,488.50 1.58 120.00 50,193.81 47,519.05 JPMORGAN CHASE & CO CORPNOTES (CALLABLEDTD 02/16/2021 0.563% 02/16/2025 46647PBY1 60,000.00 A- A1 2/9/2021 2/16/2021 60,000.00 0.56 42.23 60,000.00 57,402.12

AMERICAN EXPRESS CO CORP
NOTES (CALLABLEDTD 03/04/2022 2.250% 03/04/2025
025816CQ0 85,000.00 BBB+ A2 3/1/2022 3/4/2022 84,914.15 2.29 143.44 84,944.93 80,678.94 ROCHE HOLDINGS INC (CALLABLE)CORPORATEDTD 03/10/2022 2.132% 03/10/2025 771196BT8 425,000.00 AA Aa2 3/3/2022 3/10/2022 425,000.00 2.13 528.56 425,000.00 406,087.93 40 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Holdings
|
Security Type/DescriptionDated Date/Coupon/Maturity CUSIP Par S&P
Rating
Moody's
Rating
Settle
Date
Original
Cost
Trade
Date
YTM
at Cost
Accrued
Interest
Market
Value
Amortized
Cost
Corporate
HSBC USA INC CORPORATE NOTESDTD 03/17/2023 5.625% 03/17/2025 40428HVL3 275,000.00 A- A1 3/9/2023 3/17/2023 274,532.50 5.72 601.56 274,542.09 275,876.70 BURLINGTN NORTH SANTA FE CORPNOTES (CALDTD 03/09/2015 3.000% 04/01/2025 12189LAV3 110,000.00 AA- A3 3/5/2021 3/9/2021 118,429.30 1.07 1,650.00 113,876.03 106,869.84 AMAZON.COM INC CORPORATE
NOTESDTD 04/13/2022 3.000% 04/13/2025
023135CE4 95,000.00 AA A1 4/11/2022 4/13/2022 94,848.95 3.06 1,330.00 94,897.60 92,430.16 HOME DEPOT INC (CALLABLE)CORPORATE NOTEDTD 03/28/2022 2.700% 04/15/2025 437076CM2 25,000.00 A A2 3/24/2022 3/28/2022 24,956.25 2.76 311.25 24,970.74 24,187.50 BANK OF NY MELLON (CALLABLE)CORP NOTESDTD 04/24/2020 1.600% 04/24/2025 06406RAN7 115,000.00 A A1 3/11/2021 3/15/2021 117,725.50 1.01 802.44 116,340.50 106,196.18 BANK OF NY MELLON CORP(CALLABLE) CORP NDTD 04/26/2022 3.350% 04/25/2025 06406RBC0 300,000.00 A A1 4/19/2022 4/26/2022 299,958.00 3.36 4,355.00 299,971.04 291,016.50 CINTAS CORPORATION NO. 2 CORPNOTE (CALLDTD 05/03/2022 3.450% 05/01/2025 17252MAP5 70,000.00 A- A3 4/26/2022 5/3/2022 69,984.60 3.46 1,006.25 69,989.29 68,409.04 USAA CAPITAL CORP CORPORATENOTESDTD 05/26/2022 3.375% 05/01/2025 90327QD89 150,000.00 AA Aa1 5/23/2022 5/26/2022 149,509.50 3.49 2,109.38 149,651.47 145,331.40 CITIGROUP INC (CALLABLE)CORPORATE NOTESDTD 05/04/2021 0.981% 05/01/2025 172967MX6 125,000.00 BBB+ A3 4/27/2021 5/4/2021 125,000.00 0.98 510.94 125,000.00 118,798.50 JPMORGAN CHASE & CO (CALLABLE)CORP NOTEDTD 06/01/2021 0.824% 06/01/2025 46647PCH7 135,000.00 A- A1 5/24/2021 6/1/2021 135,000.00 0.82 370.80 135,000.00 127,970.55 NATIONAL RURAL UTIL COOPCORPORATE NOTESDTD 05/04/2022 3.450% 06/15/2025 63743HFE7 30,000.00 A- A2 4/27/2022 5/4/2022 29,991.90 3.46 304.75 29,994.26 29,113.35 IBM CORP CORPORATE NOTESDTD 07/27/2022 4.000% 07/27/2025 459200KS9 240,000.00 A- A3 7/20/2022 7/27/2022 240,000.00 4.00 1,706.67 240,000.00 237,278.64 41 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Holdings
|
Security Type/DescriptionDated Date/Coupon/Maturity CUSIP Par S&P
Rating
Moody's
Rating
Settle
Date
Original
Cost
Trade
Date
YTM
at Cost
Accrued
Interest
Market
Value
Amortized
Cost
Corporate
COLGATE-PALMOLIVE COCORPORATE NOTESDTD 08/09/2022 3.100% 08/15/2025 194162AM5 25,000.00 AA- Aa3 8/1/2022 8/9/2022 24,977.00 3.13 99.03 24,981.90 24,355.55 WALMART INC CORPORATE NOTESDTD 09/09/2022 3.900% 09/09/2025 931142EW9 125,000.00 AA Aa2 9/6/2022 9/9/2022 124,912.50 3.93 297.92 124,928.79 124,585.38 NESTLE HOLDINGS INC CORP NOTEDTD 09/13/2022 4.000% 09/12/2025 641062BA1 150,000.00 AA- Aa3 9/6/2022 9/13/2022 149,950.50 4.01 316.67 149,959.54 148,762.95 HOME DEPOT INC NOTES (CALLABLE)DTD 09/19/2022 4.000% 09/15/2025 437076CR1 35,000.00 A A2 9/12/2022 9/19/2022 34,987.40 4.01 62.22 34,989.64 34,750.59 LOCKHEED MARTIN CORP NOTES(CALLABLE)DTD 10/24/2022 4.950% 10/15/2025 539830BU2 55,000.00 A- A3 10/19/2022 10/24/2022 54,843.25 5.05 1,187.31 54,866.18 55,882.70 PNC FINANCIAL SERVICES CORPNOTE (CALLABDTD 10/28/2022 5.671% 10/28/2025 693475BH7 105,000.00 A- A3 10/25/2022 10/28/2022 105,000.00 5.67 2,530.68 105,000.00 105,045.05 NATIONAL RURAL UTIL COOPCORPORATE NOTESDTD 10/31/2022 5.450% 10/30/2025 63743HFF4 30,000.00 A- A2 10/20/2022 10/31/2022 29,959.80 5.50 685.79 29,965.38 30,491.46 LINDE INC/CT CORPORATE NOTES(CALLABLE)DTD 12/05/2022 4.700% 12/05/2025 53522KAB9 225,000.00 A A2 11/28/2022 12/5/2022 224,757.00 4.74 3,407.50 224,782.94 225,827.55 NATIONAL AUSTRALIA BK/NYCORPORATE NOTESDTD 01/12/2023 4.966% 01/12/2026 63253QAA2 305,000.00 AA- Aa3 1/4/2023 1/12/2023 305,000.00 4.97 3,323.77 305,000.00 307,616.60 CITIGROUP INC CORP NOTES(CALLABLE)DTD 01/25/2022 2.014% 01/25/2026 17327CAN3 60,000.00 BBB+ A3 1/18/2022 1/25/2022 60,000.00 2.01 221.54 60,000.00 56,557.80 STATE STREET CORP NOTES(CALLABLE)DTD 01/26/2023 4.857% 01/26/2026 857477BZ5 50,000.00 A A1 1/23/2023 1/26/2023 50,000.00 4.86 438.48 50,000.00 49,881.35 PROCTER & GAMBLE CO/THECORPORATE NOTESDTD 01/26/2023 4.100% 01/26/2026 742718FY0 230,000.00 AA- Aa3 1/23/2023 1/26/2023 229,845.90 4.12 1,702.64 229,855.04 231,177.37 STATE STREET CORP (CALLABLE)CORPORATE NDTD 02/07/2022 1.746% 02/06/2026 857477BR3 75,000.00 A A1 2/2/2022 2/7/2022 75,000.00 1.75 200.06 75,000.00 71,016.83 42 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Holdings
|
Security Type/DescriptionDated Date/Coupon/Maturity CUSIP Par S&P
Rating
Moody's
Rating
Settle
Date
Original
Cost
Trade
Date
YTM
at Cost
Accrued
Interest
Market
Value
Amortized
Cost
Corporate
GOLDMAN SACHS GROUP INC CORPNOTES (CALLDTD 02/12/2021 0.855% 02/12/2026 38141GXS8 140,000.00 BBB+ A2 2/12/2021 2/17/2021 140,285.60 0.81 162.93 140,133.97 128,201.22 PEPSICO INC CORP NOTES(CALLABLE)DTD 02/15/2023 4.550% 02/13/2026 713448FQ6 295,000.00 A+ A1 2/13/2023 2/15/2023 294,828.90 4.57 1,715.10 294,835.94 300,172.24 JPMORGAN CHASE & CO CORPNOTES (CALLABLEDTD 02/24/2022 2.595% 02/24/2026 46647PCV6 100,000.00 A- A1 2/16/2022 2/24/2022 100,000.00 2.60 266.71 100,000.00 95,242.70 COMMONWEALTH BK AUSTR NYCORPORATE NOTESDTD 03/13/2023 5.316% 03/13/2026 20271RAR1 500,000.00 AA- Aa3 3/6/2023 3/13/2023 500,000.00 5.32 1,329.00 500,000.00 508,678.00 NATIONAL RURAL UTIL COOP CORPNOTES (CALDTD 02/09/2023 4.450% 03/13/2026 63743HFH0 65,000.00 A- A2 2/2/2023 2/9/2023 64,953.85 4.47 417.81 64,955.94 64,866.43 CITIGROUP INC CORP NOTES(CALLABLE)DTD 03/17/2022 3.290% 03/17/2026 172967NL1 65,000.00 BBB+ A3 3/10/2022 3/17/2022 65,000.00 3.29 83.16 65,000.00 62,457.20 PACCAR FINANCIAL CORPCORPORATE NOTESDTD 03/30/2023 4.450% 03/30/2026 69371RS49 350,000.00 A+ A1 3/27/2023 3/30/2023 349,765.50 4.47 43.26 349,765.93 350,539.35 STATE STREET CORP NOTES(CALLABLE)DTD 10/29/2020 2.901% 03/30/2026 857477BM4 200,000.00 A A1 2/17/2022 2/22/2022 204,026.00 2.38 16.12 202,592.72 191,155.00 JPMORGAN CHASE & CO (CALLABLE)CORPORATEDTD 04/26/2022 4.080% 04/26/2026 46647PCZ7 100,000.00 A- A1 4/19/2022 4/26/2022 100,000.00 4.08 1,756.67 100,000.00 97,499.70 UNITEDHEALTH GROUP INC(CALLABLE) CORPORDTD 05/19/2021 1.150% 05/15/2026 91324PEC2 250,000.00 A+ A3 5/17/2021 5/19/2021 249,565.00 1.19 1,086.11 249,727.83 227,045.75 MORGAN STANLEY CORP NOTESDTD 07/25/2016 3.125% 07/27/2026 61761J3R8 175,000.00 A- A1 12/2/2021 12/6/2021 184,782.50 1.86 972.22 182,004.82 165,279.10 TRUIST FIN CORP NOTES (CALLABLE)DTD 07/28/2022 4.260% 07/28/2026 89788MAH5 105,000.00 A- A3 7/25/2022 7/28/2022 105,000.00 4.26 782.78 105,000.00 101,176.95 43 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Holdings
|
Security Type/DescriptionDated Date/Coupon/Maturity CUSIP Par S&P
Rating
Moody's
Rating
Settle
Date
Original
Cost
Trade
Date
YTM
at Cost
Accrued
Interest
Market
Value
Amortized
Cost
Corporate
HERSHEY COMPANY CORP NOTES(CALLABLE)DTD 08/09/2016 2.300% 08/15/2026 427866AX6 350,000.00 A A1 1/26/2023 1/30/2023 326,788.00 4.34 1,028.61 327,883.08 331,476.95 BANK OF AMERICA CORP(CALLABLE) CORPORATDTD 10/21/2020 1.197% 10/24/2026 06051GJK6 225,000.00 A- A2 12/2/2021 12/6/2021 219,908.25 1.68 1,174.56 221,281.85 202,146.75 TRUIST FINANCIAL CORP NOTES(CALLABLE)DTD 10/28/2022 5.900% 10/28/2026 89788MAJ1 110,000.00 A- A3 10/26/2022 10/28/2022 110,000.00 5.90 2,758.25 110,000.00 109,543.61 STATE STREET CORP NOTES(CALLABLE)DTD 11/04/2022 5.751% 11/04/2026 857477BX0 45,000.00 A A1 11/1/2022 11/4/2022 45,000.00 5.75 1,056.75 45,000.00 46,085.49

AMERICAN HONDA FINANCE
CORPORATE NOTESDTD 01/10/2020 2.350% 01/08/2027
02665WDJ7 250,000.00 A- A3 2/6/2023 2/8/2023 230,772.50 4.51 1,354.51 231,471.68 231,859.75 TARGET CORP CORP NOTES(CALLABLE)DTD 01/24/2022 1.950% 01/15/2027 87612EBM7 45,000.00 A A2 1/19/2022 1/24/2022 44,923.50 1.99 185.25 44,941.69 41,604.57 TARGET CORP CORP NOTES(CALLABLE)DTD 01/24/2022 1.950% 01/15/2027 87612EBM7 155,000.00 A A2 1/28/2022 2/1/2022 154,446.65 2.03 638.08 154,576.35 143,304.63 PNC FINANCIAL SERVICES CORPNOTES (CALLADTD 01/24/2023 4.758% 01/26/2027 693475BL8 40,000.00 A- A3 1/19/2023 1/24/2023 40,000.00 4.76 354.20 40,000.00 39,474.64 MORGAN STANLEY CORPORATENOTES (CALLABLEDTD 01/19/2023 5.050% 01/28/2027 61747YEZ4 200,000.00 A- A1 1/17/2023 1/19/2023 199,996.00 5.05 2,020.00 199,996.20 198,603.40 JOHN DEERE CAPITAL CORPCORPORATE NOTESDTD 03/07/2022 2.350% 03/08/2027 24422EWD7 125,000.00 A A2 3/8/2022 3/10/2022 124,690.00 2.40 187.67 124,755.77 116,308.00 BMW US CAPITAL LLC (CALLABLE)CORP NOTESDTD 04/01/2022 3.450% 04/01/2027 05565ECA1 150,000.00 A A2 4/1/2022 4/5/2022 150,480.00 3.38 2,587.50 150,383.25 144,024.00 NORTHERN TRUST CORP NOTE(CALLABLE)DTD 05/10/2022 4.000% 05/10/2027 665859AW4 150,000.00 A+ A2 5/11/2022 5/13/2022 151,750.50 3.74 2,350.00 151,435.16 146,986.20 44 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Holdings
|
Security Type/DescriptionDated Date/Coupon/Maturity CUSIP Par S&P
Rating
Moody's
Rating
Settle
Date
Original
Cost
Trade
Date
YTM
at Cost
Accrued
Interest
Market
Value
Amortized
Cost
Corporate

APPLE INC CORP NOTES (CALLABLE)
DTD 05/11/2017 3.200% 05/11/2027
037833CR9 250,000.00 AA+ Aaa 5/23/2022 5/25/2022 247,552.50 3.42 3,111.11 247,972.57 242,804.75 INTEL CORP NOTES (CALLABLE)DTD 08/05/2022 3.750% 08/05/2027 458140BY5 225,000.00 A A2 8/5/2022 8/9/2022 224,340.75 3.82 1,312.50 224,425.78 218,966.18 HOME DEPOT INC CORP NOTES(CALLABLE)DTD 09/14/2017 2.800% 09/14/2027 437076BT8 250,000.00 A A2 2/6/2023 2/8/2023 234,095.00 4.34 330.56 234,587.59 236,831.25 Security Type Sub-Total 12,100,000.00 12,081,578.60 3.07 76,366.00 12,058,066.23 11,739,251.39 Agency CMBS
FHMS K047 A2DTD 07/30/2015 3.329% 05/01/2025
3137BKRJ1 300,000.00 AA+ Aaa 5/19/2022 5/24/2022 301,921.88 3.10 832.25 301,921.88 292,468.15 FHLMC SERIES K049 A2DTD 10/01/2015 3.010% 07/01/2025
3137BLMZ8 325,000.00 AA+ Aaa 8/11/2022 8/16/2022 320,416.99 3.53 815.21 321,412.16 314,425.57 FHMS K052 A1DTD 12/01/2015 3.308% 09/01/2025
3137BM7C4 150,000.00 AA+ Aaa 8/5/2022 8/10/2022 148,910.16 3.56 413.50 149,138.27 145,868.27 FHMS K052 A2DTD 02/10/2016 3.151% 11/01/2025
3137BMTX4 250,000.00 AA+ Aaa 7/21/2022 7/26/2022 247,109.38 3.53 656.46 247,109.38 242,059.93 FHMS K053 A2DTD 03/29/2016 2.995% 12/01/2025
3137BN6G4 250,000.00 AA+ Aaa 8/4/2022 8/9/2022 247,119.14 3.36 623.96 247,119.14 240,994.71 FHMS K054 A2DTD 04/20/2016 2.745% 01/01/2026
3137BNGT5 250,000.00 AA+ Aaa 3/1/2023 3/6/2023 235,429.69 4.96 571.88 235,429.69 239,206.47 FNA 2016-M3 A2DTD 03/31/2016 2.702% 02/01/2026
3136ARTE8 242,243.83 AA+ Aaa 10/6/2022 10/12/2022 228,541.93 4.55 545.45 228,541.93 231,338.48 Security Type Sub-Total 1,767,243.83 1,729,449.17 3.77 4,458.71 1,730,672.45 1,706,361.58 45 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Holdings
|
Security Type/DescriptionDated Date/Coupon/Maturity CUSIP Par S&P
Rating
Moody's
Rating
Settle
Date
Original
Cost
Trade
Date
YTM
at Cost
Accrued
Interest
Market
Value
Amortized
Cost
ABS
BMWLT 2021-1 A3DTD 03/10/2021 0.290% 01/25/2024
05591RAC8 7,695.55 AAA Aaa 3/2/2021 3/10/2021 7,695.30 0.29 0.37 7,695.48 7,647.69 TLOT 2021-A A3DTD 04/21/2021 0.390% 04/22/2024
89238EAC0 42,697.18 AAA Aaa 4/13/2021 4/21/2021 42,692.20 0.39 5.09 42,695.42 42,338.26 GMALT 2021-2 A3DTD 05/26/2021 0.340% 05/20/2024
380144AC9 54,751.07 AAA NR 5/18/2021 5/26/2021 54,742.48 0.35 5.69 54,747.80 54,234.77 VZOT 2020-A A1ADTD 01/29/2020 1.850% 07/22/2024
92348TAA2 2,995.00 AAA Aaa 1/21/2020 1/29/2020 2,994.65 1.85 1.69 2,994.90 2,987.96 HAROT 2020-3 A3DTD 09/29/2020 0.370% 10/18/2024
43813KAC6 44,808.85 AAA NR 9/22/2020 9/29/2020 44,802.27 0.37 5.99 44,806.33 43,919.67 VZOT 2020-B ADTD 08/12/2020 0.470% 02/20/2025
92290BAA9 32,892.92 NR Aaa 8/4/2020 8/12/2020 32,886.01 0.47 4.72 32,890.03 32,547.08 CARMX 2020-4 A3DTD 10/21/2020 0.500% 08/15/2025
14316HAC6 45,989.53 AAA NR 10/14/2020 10/21/2020 45,979.41 0.50 10.22 45,984.54 44,802.86 HART 2021-A A3DTD 04/28/2021 0.380% 09/15/2025
44933LAC7 53,320.06 AAA NR 4/20/2021 4/28/2021 53,314.45 0.38 9.01 53,316.91 51,729.11 KCOT 2021-2A A3DTD 07/28/2021 0.560% 11/17/2025
50117XAE2 125,000.00 NR Aaa 7/20/2021 7/28/2021 124,995.29 0.56 31.11 124,997.12 118,576.17 CARMX 2021-1 A3DTD 01/27/2021 0.340% 12/15/2025
14316NAC3 21,660.90 AAA NR 1/20/2021 1/27/2021 21,656.61 0.34 3.27 21,658.52 20,948.20 CARMX 2021-2 A3DTD 04/21/2021 0.520% 02/17/2026
14314QAC8 89,088.86 AAA NR 4/13/2021 4/21/2021 89,069.66 0.52 20.59 89,077.39 86,011.81 TAOT 2021-D A3DTD 11/15/2021 0.710% 04/15/2026
89238JAC9 100,000.00 AAA NR 11/9/2021 11/15/2021 99,997.87 0.71 31.56 99,998.53 95,343.20 HART 2021-C A3DTD 11/17/2021 0.740% 05/15/2026
44935FAD6 75,000.00 AAA NR 11/9/2021 11/17/2021 74,983.26 0.75 24.67 74,988.36 71,600.87 CARMX 2021-3 A3DTD 07/28/2021 0.550% 06/15/2026
14317DAC4 153,006.91 AAA Aaa 7/21/2021 7/28/2021 152,981.74 0.55 37.40 152,990.38 146,589.04 VALET 2021-1 A3DTD 12/13/2021 1.020% 06/22/2026
92868KAC7 125,000.00 AAA Aaa 12/7/2021 12/13/2021 124,995.10 1.02 38.96 124,996.51 119,574.23 COPAR 2021-1 A3DTD 10/27/2021 0.770% 09/15/2026
14044CAC6 95,000.00 AAA Aaa 10/19/2021 10/27/2021 94,998.20 0.77 32.51 94,998.73 90,117.99 DCENT 2021-A1 A1DTD 09/27/2021 0.580% 09/15/2026
254683CP8 95,000.00 AAA Aaa 9/20/2021 9/27/2021 94,979.66 0.58 24.49 94,985.84 89,270.95 46 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Holdings
|
Security Type/DescriptionDated Date/Coupon/Maturity CUSIP Par S&P
Rating
Moody's
Rating
Settle
Date
Original
Cost
Trade
Date
YTM
at Cost
Accrued
Interest
Market
Value
Amortized
Cost
ABS
GMCAR 2021-4 A3DTD 10/21/2021 0.680% 09/16/2026
362554AC1 80,000.00 AAA Aaa 10/13/2021 10/21/2021 79,997.96 0.68 22.67 79,998.56 75,855.36 HART 2022-A A3DTD 03/16/2022 2.220% 10/15/2026
448977AD0 185,000.00 AAA NR 3/9/2022 3/16/2022 184,992.88 2.22 182.53 184,994.50 177,858.33 WOART 2021-D A3DTD 11/03/2021 0.810% 10/15/2026
98163KAC6 120,000.00 AAA NR 10/26/2021 11/3/2021 119,983.66 0.81 43.20 119,988.31 114,265.87 KCOT 2022-1A A3DTD 03/23/2022 2.670% 10/15/2026
50117EAC8 170,000.00 NR Aaa 3/15/2022 3/23/2022 169,975.69 2.67 201.73 169,981.14 162,957.68 GMCAR 2022-1 A3DTD 01/19/2022 1.260% 11/16/2026
380146AC4 75,000.00 AAA NR 1/11/2022 1/19/2022 74,993.48 1.26 39.38 74,995.10 71,299.11 HDMOT 2022-A A3DTD 04/20/2022 3.060% 02/15/2027
41284YAD8 175,000.00 AAA Aaa 4/12/2022 4/20/2022 174,970.86 3.06 238.00 174,976.58 171,047.12 COMET 2022-A1 A1DTD 03/30/2022 2.800% 03/15/2027
14041NFZ9 325,000.00 AAA NR 3/23/2022 3/30/2022 324,975.50 2.80 404.44 324,980.46 313,416.29 HART 2022-C A3DTD 11/09/2022 5.390% 06/15/2027
44933DAD3 185,000.00 AAA NR 11/1/2022 11/9/2022 184,999.11 5.39 443.18 184,999.19 186,889.61 KCOT 2023-1A A3DTD 03/31/2023 5.020% 06/15/2027
50117KAC4 240,000.00 NR Aaa 3/28/2023 3/31/2023 239,962.44 5.02 33.47 239,962.46 240,531.70 MBART 2022-1 A3DTD 11/22/2022 5.210% 08/16/2027
58768PAC8 265,000.00 AAA Aaa 11/15/2022 11/22/2022 264,947.58 5.21 613.62 264,951.52 267,762.70 CARMX 2022-4 A3DTD 10/31/2022 5.340% 08/16/2027
14318UAD3 195,000.00 AAA NR 10/26/2022 10/31/2022 194,954.27 5.35 462.80 194,958.24 197,260.75 MBART 2023-1 A3DTD 01/25/2023 4.510% 11/15/2027
58770AAC7 135,000.00 AAA NR 1/18/2023 1/25/2023 134,983.80 4.51 270.60 134,984.41 134,733.19 HDMOT 2023-A A3DTD 02/23/2023 5.050% 12/15/2027
41285JAD0 230,000.00 NR Aaa 2/13/2023 2/23/2023 229,976.84 5.05 516.22 229,977.33 231,762.33 FORDO 2023-A A3DTD 03/31/2023 4.650% 02/15/2028
344928AD8 180,000.00 AAA NR 3/28/2023 3/31/2023 179,981.23 4.65 23.25 179,981.24 180,330.15 Security Type Sub-Total 3,723,906.83 3,723,459.46 2.86 3,782.43 3,723,551.83 3,644,210.05 Managed Account Sub Total 68,776,150.66 67,974,040.10 397,288.20 66,546,106.91Securities Sub TotalAccrued Interest $70,239,757.97 $69,437,647.41 $397,288.20 $68,009,714.22 $397,288.20
68,009,723.04
$69,473,330.35

3.07 3.07%
47 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Portfolio Holdings
|
Total Investments $68,407,002.42
48 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Appendix
|
Important Disclosures
This material is for general information purposes only and is not intended to provide specific advice or a specific recommendation, as it was prepared without regard to any specific objectives or financial circumstances.Investment advisory services are provided by PFM Asset Management LLC ("PFMAM"), an investment adviser registered with the U.S. Securities and Exchange Commission and a subsidiary of U.S. Bancorp Asset Management, Inc. ("USBAM"). USBAM is a subsidiary of U.S. Bank National Association ("U.S. Bank"). U.S. Bankis a separate entity and subsidiary of U.S. Bancorp. U.S. Bank is not responsible for and does not guarantee the products, services or performance of PFMAM. The information contained is not an offer to purchase or sell any securities. Additional applicable regulatory information is available upon request.PFMAM professionals have exercised reasonable professional care in the preparation of this performance report. Information in this report is obtained from sourcesexternal to PFMAM and is generally believed to be reliable and available to the public; however, we cannot guarantee its accuracy, completeness or suitability. We rely on the client's custodian for security holdings and market values. Transaction dates reported by the custodian may differ from money manager statements. While efforts are made to ensure the data contained herein is accurate and complete, we disclaim all responsibility for any errors that may occur. References to particular issuers arefor illustrative purposes only and are not intended to be recommendations or advice regarding such issuers. Fixed income manager and index characteristics are gathered from external sources. When average credit quality is not available, it is estimated by taking the market value weights of individual credit tiers on the portion ofthe strategy rated by a NRSRO.It is not possible to invest directly in an index. The index returns shown throughout this material do not represent the results of actual trading of investor assets.

Third-party providers maintain the indices shown and calculate the index levels and performance shown or discussed. Index returns do not reflect payment of any salescharges or fees an investor would pay to purchase the securities they represent. The imposition of these fees and charges would cause investment performance to belower than the performance shown.The views expressed within this material constitute the perspective and judgment of PFMAM at the time of distribution and are subject to change. Any forecast,projection, or prediction of the market, the economy, economic trends, and equity or fixed-income markets are based upon certain assumptions and current opinion asof the date of issue and are also subject to change. Some, but not all assumptions are noted in the report. Assumptions may or may not be proven correct as actualevents occur, and results may depend on events outside of your or our control. Changes in assumptions may have a material effect on results. Opinions and datapresented are not necessarily indicative of future events or expected performance.For more information regarding PFMAM's services or entities, please visit www.pfmam.com.© 2022 PFM Asset Management LLC. Further distribution is not permitted without prior written consent. 49 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Appendix
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Important Disclosures
This information is for institutional investor use only, not for further distribution to retail investors, and does not represent an offer to sell or a solicitation of an offer to buyor sell any fund or other security. Investors should consider the Trust's investment objectives, risks, charges, and expenses before investing in the Trust. This and otherinformation about the Trust is available in the Trust's current Information Sheet, which should be read carefully before investing. A copy of the Trust's information Statement may be available by calling 1-800-729-7665 or is available on the Trust's website at www.camponline.com. While the Trust seeks to maintain a stable net asset value of $1.00 per share, it is possible to lose money investing in the Trust. An investment in the Trust is not insured or guaranteed by the Federal DepositInsurance Corporation or any other government agency. Shares of the Trust are distributed by PFM Fund Distributors, Inc., member Financial Industry Regulatory Authority (FINRA) (www.finra.org) and Securities Investor Protection Corporation (SIPC) (www.sipc.org). PFM Fund Distributors, Inc. is an affiliate of PFM Asset Management LLC.

Market values that include accrued interest are derived from closing bid prices as of the last business day of the month as supplied by Refinitiv, Bloomberg, or Telerate. Where prices are not available from generally recognized sources, the securities are priced using a yield-based matrix system to arrive at an estimatedmarket value.

In accordance with generally accepted accounting principles, information is presented on a trade date basis; forward settling purchases are included in the monthly balances, and forward settling sales are excluded.

Performance is presented in accordance with the CFA Institute's Global Investment Performance Standards (GIPS). Unless otherwise noted, performance is showngross of fees. Quarterly returns are presented on an unannualized basis. Returns for periods greater than one year are presented on an annualized basis. Past performance is not indicative of future returns.

Bank of America/Merrill Lynch Indices provided by Bloomberg Financial Markets.Money market fund/cash balances are included in performance and duration computations.Standard & Poor's is the source of the credit ratings. Distribution of credit rating is exclusive of money market fund/LGIP holdings.Callable securities in the portfolio are included in the maturity distribution analysis to their stated maturity date, although, they may be called prior to maturity.MBS maturities are represented by expected average life. 50 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Appendix
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Glossary
Accrued Interest: Interest that is due on a bond or other fixed income security since the last interest payment was made.Agencies: Federal agency securities and/or Government-sponsored enterprises.Amortized Cost: The original cost of the principal of the security is adjusted for the amount of the periodic reduction of any discount or premium from the purchase date until the date of the report. Discount or premium with respect to short-term securities (those with less than one year to maturity at time of issuance) is amortized on a straight line basis. Such discount or premium with respect to longer-term securities is amortized using the constant yield basis.

Asset-Backed Security: A financial instrument collateralized by an underlying pool of assets – usually ones that generate a cash flow from debt, such as loans, leases, credit card balances, and receivables.

Bankers’ Acceptance: A draft or bill or exchange accepted by a bank or trust company. The accepting institution guarantees payment of the bill as well as the insurer.Commercial Paper: An unsecured obligation issued by a corporation or bank to finance its short-term credit needs, such as accounts receivable and inventory.Contribution to Total Return: The weight of each individual security multiplied by its return, then summed for each sector to determine how much each sector addedor subtracted from the overall portfolio performance.Effective Duration: A measure of the sensitivity of a security’s price to a change in interest rates, stated in years.Effective Yield: The total yield an investor receives in relation to the nominal yield or coupon of a bond. Effective yield takes into account the power of compoundingon investment returns, while nominal yield does not.FDIC: Federal Deposit Insurance Corporation. A federal agency that insures bank deposits to a specified amount.Interest Rate: Interest per year divided by principal amount and expressed as a percentage.Market Value: The value that would be received or paid for an investment in an orderly transaction between market participants at the measurement date.Maturity: The date upon which the principal or stated value of an investment becomes due and payable.Negotiable Certificates of Deposit: A CD with a very large denomination, usually $1 million or more, that can be traded in secondary markets.Par Value: The nominal dollar face amount of a security.Pass-through Security: A security representing pooled debt obligations that passes income from debtors to its shareholders. The most common type is themortgage-backed security. 51 © PFM Asset Management LLC pfmam.com
City of Santa Fe Springs
For the Quarter Ended March 31, 2023
Appendix
|
Glossary
Repurchase Agreements: A holder of securities sells these securities to an investor with an agreement to repurchase them at a fixed price on a fixed date.Settle Date: The date on which the transaction is settled and monies/securities are exchanged. If the settle date of the transaction (i.e., coupon payments andmaturity proceeds) occurs on a non-business day, the funds are exchanged on the next business day.Supranational: A multinational union or association in which member countries cede authority and sovereignty on at least some internal matters to the group, whosedecisions are binding on its members.Trade Date: The date on which the transaction occurred; however, the final consummation of the security transaction and payment has not yet taken place.Unsettled Trade: A trade which has been executed; however, the final consummation of the security transaction and payment has not yet taken place.U.S. Treasury: The department of the U.S. government that issues Treasury securities.Yield: The rate of return based on the current market value, the annual interest receipts, maturity value, and the time period remaining until maturity, stated as a percentage on an annualized basis.

YTM at Cost: The yield to maturity at cost is the expected rate of return based on the original cost, the annual interest receipts, maturity value, and the time periodfrom purchase date to maturity, stated as a percentage on an annualized basis.YTM at Market: The yield to maturity at market is the rate of return based on the current market value, the annual interest receipts, maturity value, and the timeperiod remaining until maturity, stated as a percentage on an annualized basis. 52 City Council Meeting May 2, 2023
Report Submitted By: Jeff Bailey Date of Report: April 27, 2023 Finance & Administrative Services
City of Santa Fe Springs

CONSENT AGENDA
Authorize the Purchase of Microsoft Office Software Licenses

BACKGROUND
Microsoft Office 2013’s suite of applications (Access, Excel, Outlook, PowerPoint and Word) is used extensively by every department in the City. The City values the stability and dependability of the Microsoft products. The official support for Microsoft Office 2013 ends in April 2023. This means the software will no longer be patched and updated to protect against malware and viruses. Technology Service’s staff will need to begin upgrading each workstation with the new software to meet the April 2023 deadline.

While the City purchased 145 licenses in January 2022, Technology Services is recommending that the City purchase an additional 105 total licenses from GovConnection, Inc. in the amount of $42,883.05 to bring the City’s total number of licenses to 250. The pricing is based on Government Select Level D pricing, which is the highest discount offered by Microsoft in that plan. GovConnection, Inc. has been a responsive, reliable hardware and software vendor that Technology Services has used in the past.

FISCAL IMPACT
The acquisition cost of the licenses has been budgeted and is included in the adopted Fiscal Year 2022-23 budget.

Tom Hatch
Interim City Manager
Attachment(s)

1. GovConnection Quote

2. Microsoft 2013 – Lifecycle Timeline

3. Microsoft Office Licensing Comparison

RECOMMENDATION
• Authorize the Director of Purchasing Services to issue a purchase order to GovConnection, Inc. in the amount of $42,883.05 to acquire 105 software licenses for Microsoft Office software.

ITEM NO. 8K
Account Executive: David Spence
Phone: (800) 800-0019 ext. 75046
Fax: 603-683-1133
Email: [email protected] Date: 4/18/2023
Valid Through: 5/18/2023
Account Manager: Account #: S03064
Phone:

Fax:

Email:

Customer Contact: Jeff Bailey Phone: (562) 868-0511 x7438 Email: [email protected] Fax: (562) 868-7112 DELIVERY FOB SHIP VIA SHIP WEIGHT TERMS CONTRACT ID#
Destination Small Pkg Ground Service Level .00 lbs Net 30 * Line # Qty Item # Mfg. Part # Description Mfg. Price Ext 1 105 41324069 79P-05855
Govt. Select Office Professional Plus 2021
LTSC Per Device License Only Level D
Microsoft Select
Microsoft Select $ 408.41 $ 42,883.05
2 Enrollment # 6499870 PCN# B75EEC29 $ -
Subtotal $ 42,883.05
Fee $ 0.00
Shipping and
Handling $ 0.00
Tax Exempt!
Total $ 42,883.05
Santa Fe Springs, CA 90670
(562) 868-0511 (562) 868-0511 x299
5-30 Days A/R/O
Important Notice: --- THIS QUOTATION IS SUBJECT TO THE FOLLOWING Terms of Sale: All purchases from GovConnection, Inc. are subject to the Company's Standard Terms of Sale, which describe important legal rights and obligations. You may review the Company's Standard Terms of Sale on the Company's website: www.govconnection.com, or you may request a copy via fax, e-mail, or mail by calling your account representative. The only exception to this policy is if your order is being placed under any one of our many national, state, educational or cooperative Agreements, in which case the Terms and Conditions of your Purchase Order are already pre-negotiated and stated in that Agreement. No other Terms and Conditions shall apply and any other terms and conditions referenced or appearing in your Purchase Order are considered null and void. Please refer to our Quote Number in your order.

SALES QUOTE
GovConnection, Inc. # 25484688.01
732 Milford Road PLEASE REFER TO THE ABOVE
Merrimack, NH 03054 QUOTE # WHEN ORDERING

CITY OF SANTA FE SPRINGS
11710 Telegraph Rd
QUOTE PROVIDED TO: SHIP TO:

AB#: 6014477 AB#: 21734765

CITY OF SANTA FE SPRINGS

FINANCE DEPARTMENT JEFF BAILEY
11710 TELEGRAPH RD
SANTA FE SPRINGS, CA 90670 City Hall

Page 1 of 2 ends

ORDERING INFORMATION
GovConnection, Inc. DBA Connection
Please contact your account manager with any questions.

Ordering Address
GovConnection, Inc.
732 Milford Road
Merrimack, NH 03054
Remittance Address
GovConnection, Inc.

Box 536477
Pittsburgh, PA 15253-5906
Please reference the Contract # on all purchase orders.

TERMS & CONDITIONS
Payment Terms: NET 30 (subject to approved credit)
FOB Point: DESTINATION (within Continental US)
Maximum Order Limitation: NONE
FEIN: 52-1837891
DUNS Number: 80-967-8782
CEC: 80-068888K
Cage Code: OGTJ3
Business Size: LARGE
Erate Spin Number: 143026005
WARRANTY: Manufacturer’s Standard Commercial Warranty
NOTE: It is the end user's responsibility to review, understand and agree to the terms of any End User License Agreement (EULA).

Important Notice: --- THIS QUOTATION IS SUBJECT TO THE FOLLOWING Terms of Sale: All purchases from GovConnection, Inc. are subject to the Company’s Standard Terms of Sale, which describe important legal rights and obligations. You may review the Company’s Standard Terms of Sale on the Company’s website: www.govconnection.com or you may request a copy via fax, e-mail, or mail by calling your account representative. The only exception to this policy is if your order is being placed under any one of our many national, state, educational or cooperative Agreements, in which case the Terms and Conditions of your Purchase Order are already prenegotiated and stated in that Agreement. No other Terms and Conditions shall apply and any other terms and conditions referenced or appearing in your Purchase Order are considered null and void. Due to the industry-wide constraints and fluctuations, we reserve the right to change pricing at any time. Please refer to our Quote Number in your order.

If you require a hard copy invoice for your credit card order, please visit the link below and click on the Proof of Purchase/Invoice link on the left side of the page to print one:https://www.govconnection.com/web/Shopping/ProofOfPurchase.htm Please forward your Contract or Purchase Order to:

[email protected]
QUESTIONS: Call 800-800-0019
1/12/22, 12:36 PM Microsoft Office 2013 - Microsoft Lifecycle | Microsoft Docs https://docs.microsoft.com/en-us/lifecycle/products/microsoft-office-2013 1/1 Microsoft Office 2013
Microsoft Office 2013 follows the Fixed Lifecycle Policy.

This applies to the following editions: Home and Business, Home and Student, Multi Language Pack, Professional, Professional Plus, Professional Plus Home Use Program, Standard, Web Apps Server Support Dates
Listing Start Date Mainstream End Date Extended End Date Microsoft Office 2013 Jan 9, 2013 Apr 10, 2018 Apr 11, 2023 Releases
Version Start Date End Date
Service Pack 1 Feb 25, 2014 Apr 11, 2023
Original Release Jan 9, 2013 Apr 14, 2015
Links
Migration guidance
Service pack policy
Editions
Home and Business
Home and Student
Multi Language Pack
Professional
Professional Plus
Professional Plus Home Use Program
Standard
Web Apps Server
７ Note
Service Pack 1 does not apply to the Web Apps Server edition.

Volume Licensing Programs Comparison Chart
Benefits Open License Open Value Open Value Subscription Select License Enterprise Agreement Enterprise Subscription Agreement Number of Desktop
PCs
5 or more 5 - 250 Organizations with fewer than 150 desktop PCs are unlikely to purchase enough software to meet minimum
purchase requirements.
250 or more
Organization Benefits Open License has the minimum license requirements and offers you volume pricing with the flexibility to pay as you go. It allows you to acquire additional software products as needed to grow with your changing business needs.

Open Business offers volume pricing with minimum
license requirements. Open Volume offers a greater
discount for a larger up-front order.

Open Value offers simplified license management for
more control over your IT investment and better
management of your software costs with the advantages
of Software Assurance.

Open Value Subscription offers the lowest up-front costs with the flexibility to reduce your total licensing costs in years when your PC count declines.

Select License recognizes the customer upgrade cycle and allows for the potential of a greater point forecast. Volume price levels are established for each pool of products
(applications, systems, or servers) based on a three-year software forecast that makes it easier to adapt your
technology strategy and evolving business needs.

The Enterprise Agreement offers substantial cost savings over standard license pricing, as well as simplified
license and budget tracking through a single agreement.

With the Enterprise Agreement, you can easily deploy
the latest Microsoft technology across your enterprise to help enable IT standardization.

The Enterprise Subscription Agreement offers substantial cost savings over standard license pricing on a subscription basis, allowing you to acquire only what you need when
you need it, as well as simplified license and budget
tracking through a single agreement. With the Enterprise Subscription Agreement, you can easily deploy the latest Microsoft technology across your enterprise to help enable IT standardization.

Products Included All commercially available Microsoft software products on the product list.

Microsoft Professional Desktop Platform Products: 2007 Microsoft Office Professional Plus, Windows Vista Enterprise, Core CAL Suite or Small Business Desktop Platform Products: 2007 Microsoft Office Small Business, Windows Vista Enterprise, Small Business CAL Suite. Additional software products are available as needed.

All commercially available Microsoft License and Software Assurance software products on the product list.

Microsoft Enterprise Desktop Platform Products: 2007 Microsoft Office Enterprise, Windows Vista Enterprise, and Microsoft Enterprise Client Access License Suite or Microsoft Professional Desktop Platform Products: 2007 Microsoft Professional Plus, Windows Vista Enterprise, and Microsoft Core Client Access License Suite. Additional software products are available as needed.

Licensing Offerings License, License and Software Assurance, and Software Assurance for renewals or eligible original equipment
manufacturer (OEM) and full packaged product
(FPP) purchases.

License and Software Assurance and Software Assurance renewals. License, License and Software Assurance, and Software Assurance for renewals or eligible original equipment
manufacturer (OEM) and full packaged product
(FPP) purchases.

License and Software Assurance and Software Assurance renewals.

Software Maintenance
Options
Software Assurance is available at the time of license
acquisition (License and Software Assurance). Software
Assurance coverage is for two years or until the end of the term of Open License authorization number, whichever
comes first.

Each License and Software Assurance order counts as one order toward initial minimum of five License and Software Assurance orders. Subsequent orders can be as small as one License and Software Assurance order. Renewal of Software Assurance coverage acquired through any Microsoft Volume Licensing program also qualifies for participation in Open Value.

Ability to acquire Software Assurance throughout the threeyear agreement term and renewals, but only at the time of license acquisition (License and Software Assurance) or renewal of Software Assurance. Coverage runs to the end of the agreement term.

Software Assurance is included as part of the Enterprise License. Software Assurance coverage runs to the end of the agreement term.

Pricing Open Business: Requires only five licenses to enter the program. Open Volume: Each product offering (License,
Software Assurance, and License and Software Assurance) is assigned specific point values to determine price levels.

Points are calculated based on three product pools, with a minimum entry acquisition level of 500 points; 1 in each chosen pool. 1
Minimum of five License and Software Assurance orders. Each product offering (License, Software Assurance, and License and Software Assurance) is assigned specific point values to determine price levels. Points are calculated based on three product pools, with a minimum three-year forecast of points to be acquired for each price level:

Level A: 1,500–11,999 points
Level B: 12,000–29,999 points
Level C: 30,000–74,999 points
Level D: 75,000 plus points 1
Price levels based on the number of qualified computers in the enterprise:

Level A: 250–2,399 computers
Level B: 2,400–5,999 computers
Level C: 6,000–14,999 computers
Level D: 15,000 plus computers 1
Level A: 250–2,399 computers
Level B: 2,400–5,999 computers
Level C: 6,000–14,999 computers
Level D: 15,000 plus computers 1
Agreement Term Two years, not renewable. Three years, renewable.

Payment Options Up-front payment only. Annual payments or up-front. Annual payments for License and Software Assurance and Software Assurance only.

How to Buy A broad reseller channel. Microsoft Authorized Large Account Resellers only. Direct relationship with Microsoft, supported by Authorized Enterprise Software Advisors.

Product Fulfillment Media must be acquired separately from Microsoft Worldwide Fulfillment.

One copy of media is shipped free with initial order. Additional media and media for software products not in the initial order must be obtained separately at an additional cost.

Each enrollment receives one introductory Product
Fulfillment Kit that contains an initial set of media for the product pools and language groups selected. Updates are provided throughout the agreement term.

Each enrollment receives one introductory Product Fulfillment Kit that contains an initial set of media for the software products and language groups selected. Updates are provided throughout the agreement term.

Software Assurance Option to add Software Assurance at the time of acquiring the license.

Software Assurance is included at the time of acquiring the software license and can be used immediately throughout the term of the licensing agreement.

Option to add Software Assurance at the time of acquiring the license.

Software Assurance is included at the time of acquiring the software license and can be used immediately throughout the term of the licensing agreement.

Online Services 2 Not offered Offered
1 Level D pricing is available to entities that meet the threshold for the discount. 2 Online Services refer to applications hosted at Microsoft Data Centers whose client bits may or may not be installed locally. They are priced monthly and billed annually for the term of the agreement. For e.g.,: Office Live Meeting, MS Exchange Hosted Services, Antigen (to be rebranded under ForeFront) etc.

Commercial, Government, and Healthcare Programs
City Council Meeting May 2, 2023
Report Submitted By: Jeff Bailey Date of Report: April 27, 2023 Finance & Administrative Services
City of Santa Fe Springs

CONSENT AGENDA
Appropriate Funds for and Authorize the Purchase of a 3-Year Enterprise Protection Contract

BACKGROUND
The City approved the purchase of two firewall appliances back in 2020. Included in the original purchase price was a 3-year Enterprise Protection service contract for our firewall appliances. Technology Services is recommending the purchase of another 3- year service contract from Fortinet through GovConnection, Inc. for both devices. This agreement will cost $59,902.28. The pricing is based on Government Select Level D pricing.

The Enterprise Protection service bundle is a comprehensive package of security solutions that provides critical services to protect the City from cyber threats. The Enterprise Protection service bundle includes: 24x7 Comprehensive Support, Advanced Hardware Replacement (NBD), Firmware and General Upgrades, and the Enterprise Services Bundle (Application Control, Intrusion Prevention System, Antivirus, Botnet IP/Domain, Mobile Malware Service, Web Filtering, Antispam, FortiSandbox Cloud including Virus Outbreak and Content Disarm & Reconstruct Service, Security Rating Service, Industrial Security Service and FortiConverter service).

FISCAL IMPACT
The proposed purchase was not budgeted in the approved Fiscal Year 2022-23 Budget. Staff requests an appropriation from General Fund reserves to account number 10129000-521000 in the amount of $59,902.28.

Tom Hatch
Interim City Manager
Attachment(s)
(1) GovConnection Quote

RECOMMENDATION
• Authorize the purchase of a 3-year Enterprise Protection service contract; and • Appropriate $60,000 from the General Fund unassigned reserves to account number 10129000-521000; and
• Authorize the Director of Purchasing Services to issue a purchase order to GovConnection, Inc. in the amount of $59,902.28 for this purchase.

ITEM NO. 8L
Account Executive: David Spence
Phone: (800) 800-0019 ext. 75046
Fax: 603-683-1133
Email: [email protected] Date: 3/27/2023
Valid Through: 4/26/2023
Account Manager: Account #: S03064
Phone:

Fax:

Email:

Customer Contact: Jeff Bailey Phone: (562) 868-0511 x7438 Email: [email protected] Fax: (562) 868-7112 DELIVERY FOB SHIP VIA SHIP WEIGHT TERMS CONTRACT ID#
Destination Small Pkg Ground Service Level .00 lbs Net 30 * Line # Qty Item # Mfg. Part # Description Mfg. Price Ext 1 1 3973402-1
Fortinet Support Coterm and Renewal
(Quote-ID: 3973402-1 )
Fortinet
Fortinet $ 59,902.28 $ 59,902.28
2 Serial Number: FG6H1ETB19902978 and
FG6H1ETB19902966 $ -
Subtotal $ 59,902.28
Fee $ 0.00
Shipping and
Handling $ 0.00
Tax Exempt!
Total $ 59,902.28
Santa Fe Springs, CA 90670
(562) 868-0511 (562) 868-0511 x299
5-30 Days A/R/O
Important Notice: --- THIS QUOTATION IS SUBJECT TO THE FOLLOWING Terms of Sale: All purchases from GovConnection, Inc. are subject to the Company's Standard Terms of Sale, which describe important legal rights and obligations. You may review the Company's Standard Terms of Sale on the Company's website: www.govconnection.com, or you may request a copy via fax, e-mail, or mail by calling your account representative. The only exception to this policy is if your order is being placed under any one of our many national, state, educational or cooperative Agreements, in which case the Terms and Conditions of your Purchase Order are already pre-negotiated and stated in that Agreement. No other Terms and Conditions shall apply and any other terms and conditions referenced or appearing in your Purchase Order are considered null and void. Please refer to our Quote Number in your order.

SALES QUOTE
GovConnection, Inc. # 25475445.01
732 Milford Road PLEASE REFER TO THE ABOVE
Merrimack, NH 03054 QUOTE # WHEN ORDERING

CITY OF SANTA FE SPRINGS
11710 Telegraph Rd
QUOTE PROVIDED TO: SHIP TO:

AB#: 6014477 AB#: 21734765

CITY OF SANTA FE SPRINGS

FINANCE DEPARTMENT JEFF BAILEY
11710 TELEGRAPH RD
SANTA FE SPRINGS, CA 90670 City Hall

Page 1 of 2 ends

ORDERING INFORMATION
GovConnection, Inc. DBA Connection
Please contact your account manager with any questions.

Ordering Address
GovConnection, Inc.
732 Milford Road
Merrimack, NH 03054
Remittance Address
GovConnection, Inc.

Box 536477
Pittsburgh, PA 15253-5906
Please reference the Contract # on all purchase orders.

Important Notice: --- THIS QUOTATION IS SUBJECT TO THE FOLLOWING Terms of Sale: All purchases from GovConnection, Inc. are subject to the Company’s Standard Terms of Sale, which describe important legal rights and obligations. You may review the Company’s Standard Terms of Sale on the Company’s website: www.govconnection.com or you may request a copy via fax, e-mail, or mail by calling your account representative. The only exception to this policy is if your order is being placed under any one of our many national, state, educational or cooperative Agreements, in which case the Terms and Conditions of your Purchase Order are already pre-negotiated and stated in that Agreement. No other Terms and Conditions shall apply and any other terms and conditions referenced or appearing in your Purchase Order are considered null and void. Due to the industry-wide constraints and fluctuations, we reserve the right to change pricing at any time. Please refer to our Quote Number in your order.

[email protected]
QUESTIONS: Call 800-800-0019
City of Santa Fe Springs
Planning City Council Meeting May 2, 2023
Report Submitted By: Cuong Nguyen Date of Report: April 27, 2023 Planning and Development Department

CONSENT AGENDA
Approval and Adoption of City of Santa Fe Springs Transportation Study Guidelines

BACKGROUND
Historically, the primary metric used to measure local transportation impacts has been Level of Service (LOS). LOS is a grading system with six designations that range from grade “A” to a grade “F”, with LOS “A” representing the best conditions (free flowing) to “F” representing the worst conditions (congested), to score how well an intersection operates during morning and evening rush hour. LOS focuses on the potential impact on traffic congestion based on automobile delay and roadway capacity using traffic studies to determine whether a project will create additional delays on surrounding streets and intersections.

In 2013, Senate Bill 743 (SB 743 - Steinberg) was signed into law and changed the way transportation impacts are measured under the California Environmental Quality Act (CEQA). This is due to revamped thinking that the State cannot solve long commutes, traffic congestion, unsustainable land use patterns, and impacts to health, quality of life, and climate, by increasing roadway capacity (because expanded roads quickly fill up again due to pent- up demand) and lessening automobile delay/increasing vehicle speeds (because speeding up traffic flows would induce spreading development farther out, thus making accessibility to destinations more difficult and increasing vehicle miles and emissions).

SB 743 removed LOS as the primary measure of transportation impacts of environmental significance and required the Governor's Office of Planning and Research (OPR) to develop revisions to CEQA Guidelines establishing criteria for determining the significance of transportation impacts. OPR subsequently selected Vehicles Miles Travelled (VMT) as the preferred metric to comply with SB 743, as it is more aligned with the state’s goals of reducing GHG emission through promotion of infill development, active transportation and other sustainable land use and transportation projects. As a result, local jurisdictions must transition from using LOS to the VMT methodology when evaluating transportation related impacts of a project for CEQA purposes.

RECOMMENDATIONS:
• Find and determine that the project is Statutorily Exempt pursuant to Sections 15378(b)(5) and 15061(b)(3) of the California Environmental Quality Act (CEQA); and
• Adopt Resolution No. 9861 to approve and adopt the City of Santa Fe Springs Transportation Study Guidelines, based on the information and findings contained within the staff report.

ITEM NO. 8M
City of Santa Fe Springs Transportation Study Guidelines Page 2 of 7 Report Submitted By: Cuong Nguyen Date of Report: April 27, 2023 Planning and Development Department
VMT is a number that represents all the miles a vehicle must travel in one day for everyday errands and commutes to work based on land uses and location. A project with a high VMT number is not good for the environment because more vehicle miles traveled, means more greenhouse gas emitted. Places that have high VMT numbers are those where a vehicle is essential for daily trips. In areas where walking, bicycling, and public transit are convenient alternatives to driving, typically have a lower VMT, thus fewer GHG emissions.

The main difference between LOS and VMT analysis is that an LOS analysis focuses local transportation impacts while a VMT analysis focuses on regional impacts. Simply stated, VMT measures the per capita number of vehicle trips generated by a project and estimates the distances that those vehicles will travel to and from a project while LOS measures congestion levels at intersections.

It is important to note that cities may still use traffic studies and LOS to understand a project’s effects on streets and intersections, but those studies can no longer be used for purpose of identifying impacts pursuant to CEQA. The City of Santa Fe Springs will continue to utilize traffic studies and LOS analysis to analyze a project’s local transportation impacts.

CONSULTANT SELECTION
At the City Council meeting of September 26, 2019, the City Council authorized the Director of Planning to release a Request for Proposal (RFP) to qualified consultants to establish a new Vehicle Miles Traveled (VMT) methodology to evaluate transportation impacts consistent with the California Environmental Quality Act (CEQA) and meet the requirements of Senate Bill (SB) 743.

After releasing the RFP, the City received three (3) proposals. All three proposal were evaluated based on the evaluation criteria and point system as outlined in the City’s RFP.

Fehr & Peers was selected as the firm to create the new VMT methodology for the City.

On October 19, 2021, the City Council authorized the Mayor or designee to execute a Professional Services Agreement (PSA) with Fehr & Peers. The Planning and Development and Engineering Department staff, along with the City Attorney’s office, have continued to work with Fehr & Peers to develop a Transportation Study Guidelines for Santa Fe Springs. The attached Transportation Study Guidelines is the result of said collaborative efforts.

RECOMMENDATION BY PLANNING COMMISSION
At the regularly scheduled Planning Commission meetings on March 14, 2022 and August 8, 2022, the City’s transportation consultant (Fehr & Peers) provided a brief presentation to provide the commissioners with a general overview and update on SB City of Santa Fe Springs Transportation Study Guidelines Page 3 of 7 Report Submitted By: Cuong Nguyen Date of Report: April 27, 2023 Planning and Development Department
743 implementation, respectively. At the regularly scheduled Planning Commission meeting on April 10, 2023, after more than one and half years of collaboration and many revisions, the proposed Transportation Study Guidelines was presented to the Planning Commission. Following the presentation provided by the City’s transportation consultant, the Planning Commission unanimously passed Resolution No, 228-2023 to recommend that the City Council adopt the City of Santa Fe Springs Transportation Study Guidelines. It should be noted that the Planning Commission did not suggest any changes to the proposed Transportation Study Guidelines and therefore the guidelines being forwarded to the City Council for consideration is unchanged.

OVERVIEW OF TRANSPORTATION STUDY GUIDELINES
In response to SB 743 and the termination of the Los Angeles County Congestion Management Plan (CMP) provisions, staff and City’s transportation consulting firm, Fehr and Peers, has developed Transportation Study Guidelines (TSG) to establish standard procedures for consistent analysis and evaluation.

The TSG is organized into two sections. The first section is focused on regional travel and new procedures related to evaluating VMT, as required by SB 743, and identifying significant impacts for purposes of CEQA. Project screening to evaluate the level of analysis needed, analysis methods, thresholds of significance, and example mitigation options are addressed. The second section is focused on the Local Transportation Assessment (LTA) and includes both vehicular level of service (LOS) analyses and multimodal assessments to document consistency with General Plan policies for safe and efficient local operations.

Vehicle Miles Traveled (VMT Analysis)
Pursuant to the adoption of SB 743, the implementation of CEQA guidance for transportation impact assessment in the City of Santa Fe Springs includes the following:
• VMT Screening: The first step in the traffic analysis process is to determine when a VMT analysis is required. The City of Santa Fe Springs requires that VMT screening be conducted based on the recommendations of the Governor’s Office of Planning & Research (OPR). OPR recommends that projects be screened from a VMT analysis based on their size, location, or accessibility to transit. In addition, transportation projects that are not adding new travel lanes may be screened from further VMT analysis. Table 1 within the Transportation Study Guidelines provides VMT Screening Guidance.
• VMT Analysis Methodology: If the project is not screened from needing a VMT analysis (based on the screening criteria in Table 1), the Southern California Association of Governments (SCAG) regional Travel Demand Model should be used to estimate a project’s VMT. OPR recommends that VMT be reported as City of Santa Fe Springs Transportation Study Guidelines Page 4 of 7 Report Submitted By: Cuong Nguyen Date of Report: April 27, 2023 Planning and Development Department
“Home-Based VMT” per capita for residential projects and “Home-Based Work VMT” per employee for office projects. Per OPR guidance, the City of Santa Fe Springs would evaluate each component of a mixed-use project independently and apply the significance threshold for the land use types proposed. Total VMT and/or VMT per service population (total of residents and employees) is to be reported for area plans, large-scale retail projects, or other project types, such as special event venues.

VMT analysis should provide ‘project generated VMT’ under the scenarios below. Project generated VMT shall include the VMT generated by the site that is then compared back to the City’s threshold of significance. The VMT analysis should consider the potential impacts of the project under both existing and future/cumulative conditions as follows:
o Existing/Baseline Conditions - Project-generated VMT should be estimated for the proposed land uses under existing/baseline conditions.
o Existing/Baseline plus Project - The project land use would be added to the project Traffic Analysis Zone (TAZ) or a separate TAZ6 would be created to contain the project land uses.
o Cumulative Conditions - Cumulative data is available from the SCAG model.
o Cumulative plus Project - The project land use would either be added to the project TAZ or a separate TAZ would be created to contain and incorporate the project land uses using the future year SCAG model that reflects cumulative conditions.
• VMT Impact Thresholds: Projects exceeding a level of 15 percent below the Baseline VMT (reported as VMT per capita, per employee, or per service population) are considered to have a significant VMT impact. For regional retail projects, projects resulting in a net increase in total Citywide VMT are considered to have a significant VMT impact. The City of Santa Fe Springs has defined the area encompassed by the City boundary and the City’s Sphere of Influence (SOI) as the geographic area for impact analysis relating to residential and employment uses. The scale of analysis for retail projects will be based on changes to VMT for an area to be determined in consultation with City staff. The study area would be dependent on factors such as land use, scale, and proximity to the City’s borders. The baseline VMT in the City of Santa Fe Springs and Sphere of Influence (SOI) for the year of 2020 are presented in Table 2A of the Transportation Study Guidelines. The VMT thresholds for projects and plans in the City of Santa Fe Springs are summarized in Table 2B of the Transportation Study Guidelines.

City of Santa Fe Springs Transportation Study Guidelines Page 5 of 7 Report Submitted By: Cuong Nguyen Date of Report: April 27, 2023 Planning and Development Department
• VMT Mitigation: The types of mitigation that effect VMT are generally those that reduce the number of single-occupant vehicles generated by the site and/or reduce the distance of trips to/from the site. This can be accomplished by changing the land uses being proposed or by implementing transportation demand management (TDM) measures. A total of 30 TDM strategies including site modifications, programming, and operational changes that a project may consider implementing to reduce VMT are detailed in Attachment D (VMT Mitigation Strategies) of the Transportation Study Guidelines.

Local Transportation Assessment (LTA)
While LOS analysis will no longer be required for CEQA purposes, the City of Santa Fe Springs will continue to require an evaluation to identify potential safety and operational issues when applied against established City criteria. This approach continues to use Level of Service (LOS) to evaluate land development and infrastructure projects and adds elements to ensure that multimodal transportation considerations are consistent with the City’s General Plan policies.

The Local Transportation Assessment (LTA) will analyze the changes in the LOS of designated intersections and/or roadway segments through a progression of scenarios beginning with existing traffic conditions. If any significant degradation of operations is indicated, the LTA will propose feasible improvements that are needed to accommodate the additional travel needs generated by the project.

Triggers and requirements for the LTA are identified in Section 3.1 of the Transportation Study Guidelines. Lastly, in addition to a requirements that the LTA must be prepared by a registered Civil or Traffic Engineer, or qualified transportation professional, the LTA report must include the following information:
• Project Description
• Transportation Circulation Setting
o Existing and Proposed Site Uses
o Existing and Proposed Complete Streets Environmental
Assessments
o Existing and Proposed Roadways and Intersections
• Analysis and Identification of Operational Deficiencies o Trip Generation Analysis
o Trip Distribution
o Related Projects List
o LOS analysis and City’s Criteria
o Traffic Signal Warrant Analysis
o Operational Enhancement Measures
o On-Site Parking Analysis
o Access and Circulation Analysis
City of Santa Fe Springs Transportation Study Guidelines Page 6 of 7 Report Submitted By: Cuong Nguyen Date of Report: April 27, 2023 Planning and Development Department
Lastly, the attached Transportation Study Guidelines concludes with the following list of attachments:

A. VMT Analysis Flowchart
B. Glossary of Terms
C. Detailed VMT Forecasting Information
D. VMT Mitigation Strategies

GENERAL PLAN CONSISTENCY
The City's General Plan contains the goals, policies, and programs to address the current and future transportation challenges that the City will confront. The subject Transportation Study Guidelines will allow the city to meet the following goals and policies:

GOAL C-8: TRANSPORTATION SYSTEM DESIGNED TO REDUCE VEHICLE MILES

TRAVELED
• Policy C.8.1 Reducing Vehicle Miles Traveled. Integrate transportation and land use decisions to reduce vehicle miles traveled and greenhouse gas emissions.

GOAL C-9: A STREET NETWORK MANAGED TO MINIMIZE CONGESTION AND

TRAFFIC IMPACTS
• Policy C.9.1 Traffic Impact Mitigation. Require new development projects to mitigate off-site traffic impacts consistent with City policy and regulations. • Policy C.9.2. Traffic Impact Analysis. Require new developments to include a traffic impact analysis.
• Policy C.9.4. Traffic Signals. Require new development to install traffic signals at intersections or arterials which, based on individual study, are shown to satisfy traffic signal warrants.

ENVIRONMENTAL REVIEW
In accordance with the California Environmental Quality Act California (CEQA) Guideline Sections 15378(b)(5) and 15061(b)(3), the proposed Transportation Study Guidelines is not a "project" under CEQA as it is an administrative activity of government and will not result in a direct or indirect physical change to the environment and, therefore, it has been determined that the subject project is not subject to CEQA.

LEGAL REVIEW
The City Attorney’s Office has reviewed the proposed Resolution (Resolution No. 9861) adopting the City of Santa Fe Springs Transportation Study Guidelines.

City of Santa Fe Springs Transportation Study Guidelines Page 7 of 7 Report Submitted By: Cuong Nguyen Date of Report: April 27, 2023 Planning and Development Department

FISCAL IMPACT
The fiscal impact for the City of Santa Fe Springs Transportation Study Guidelines is tied to the consultant cost and city resources required to complete the guidelines. It should be noted that $75,000 has already been allocated for this project into Account No: 1031-9000 (Planning-Non-Recurring). No Additional Resources are being requested at this time.

STAFF RECOMMENDATION
Staff recommends that the City Council adopt Resolution 9861, to approve and adopt the City of Santa Fe Springs Transportation Study Guidelines.

Tom Hatch
Interim City Manager
Attachments:

1. Proposed City Council Resolution No. 9861
a. Exhibit A: City of Santa Fe Springs Transportation Study Guidelines.

2. Planning Commission Staff Report

3. Planning Commission Resolution No. 228-2023
a. Exhibit A: City of Santa Fe Springs Transportation Study Guidelines (Not attached - same as Exhibit A for Resolution No. 9861) Resolution No. 9861 Page 1 of 4
RESOLUTION NO. 9861

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA FE SPRINGS

ADOPTING THE CITY OF SANTA FE SPRINGS TRANSPORATION STUDY

GUIDELINES, AND MAKING FINDINGS IN SUPPORT THEREOF
WHEREAS, SB 743, which was signed into law in 2013 and codified in Public Resources Code section 21099, required changes to the California Environmental Quality Act (CEQA) Guidelines regarding the analysis of transportation impacts, and changed the way transportation impacts are evaluated under CEQA; and WHEREAS, the Governor's Office of Planning and Research (OPR) was tasked to amend the CEQA Guidelines to provide an alternative to the traditional metric of level of service (LOS), which is based on automobile delay and roadway capacity, in order to promote three statutory goals: 1) the reduction of greenhouse gas (GHG) emissions; 2) the development of multimodal transportation networks; and 3) a diversity of land uses, and OPR concluded that the use of Vehicle Miles Traveled (VMT) would adequately analyze a project's transportation impacts while supporting all three statutory goals; and WHEREAS, On December 28, 2018, the California Natural Resources Agency certified and adopted the revised CEQA Guidelines, adding Section 15064.3 which provides a new methodology for determining the significance of transportation projects; and
WHEREAS, VMT is now the metric for transportation analysis under CEQA, LOS/ automobile delay is no longer considered a significant impact on the environment under CEQA, and VMT exceeding an applicable threshold of significance may indicate a significant impact; and
WHEREAS, SB 743 does not prevent the City from continuing to analyze delay or LOS outside of the CEQA review process for other transportation planning or analysis purposes unrelated to CEQA traffic impacts such as land use adjacency, general plan consistency, safety, community benefits, and/or public health pursuant to the City’s existing general plan goals; and
WHEREAS, CEQA Guidelines Section 15064.7 encourages each public agency “to develop and public thresholds of significance that the agency uses in determination of the significance of environmental effects” where a threshold is “an identifiable quantitative, qualitative, or performance level of a particular environmental effect…”; and WHEREAS, the CEQA Guidelines make clear that the City has discretion to choose the most appropriate methodology to evaluate a project’s VMT, including whether to express the change in absolute terms, per capita, per household, or in any other measure; and
Resolution No. 9861 Page 2 of 4
WHEREAS, the City desires to establish guidelines for the preparation of analysis of impacts under the thresholds for vehicle miles traveled, pursuant to Public Resource Code Section 21082; and
WHERAS, the City further desires to establish guidelines using level of service, also known as LOS, to evaluate land development and infrastructure projects to identify potential safety and operation issues and ensure that multimodal transportation considerations are consistent with the City’s general plan policies; and WHEREAS, the adoption of the Transportation Study Guidelines, which is an action consistent with SB 743, will not result in a direct or reasonably foreseeable indirect physical change in the environment, and accordingly, the adoption of the attached Guidelines is not a “project” within the meaning of CEQA pursuant to Sections 15378(b)(5) and 15061(b)(3) of the CEQA Guidelines; and WHEREAS, on April 10, 2023, the City of Santa Fe Springs Planning Commission considered the written and oral staff report, and any public testimony, written comments, or other materials presented at the Planning Commission Meeting concerning the City of Santa Fe Springs Transportation Study Guidelines; and WHEREAS, the City of Santa Fe Springs Planning Commission unanimously passed Resolution No. 228-2023 to recommend that the City Council adopt the City of Santa Fe Springs Transportation Study Guidelines; and
WHEREAS, The City's general plan contains the goals, policies, and programs to address the current and future transportation challenges that the City will confront, and the subject Transportation Study Guidelines will allow the City to meet the following goals and policies:

GOAL C-8: TRANSPORTATION SYSTEM DESIGNED TO REDUCE VEHICLE

MILES TRAVELED
• Policy C.8.1 Reducing Vehicle Miles Traveled. Integrate transportation and land use decisions to reduce vehicle miles traveled and greenhouse gas emissions.

GOAL C-9: A STREET NETWORK MANAGED TO MINIMIZE CONGESTION AND

Policy C.9.4. Traffic Signals. Require new development to install traffic signals at intersections or arterials which, based on individual study, are shown to satisfy traffic signal warrants
Resolution No. 9861 Page 3 of 4

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA FE SPRINGS HEREBY RESOLVES AS FOLLOWS:

The City Council approves and adopts the Transportation Study Guidelines attached hereto as Exhibit A and incorporated herein by this reference.

PASSED AND ADOPTED this 2nd day of May, 2023, by the following vote:

AYES:

NAYES:

ABSENT:

ABSTAIN:

Juanita Martin, Mayor
ATTEST:

Janet Martinez, CMC, City Clerk
Resolution No. 9861 Page 4 of 4
Exhibit A
City of Santa Fe Springs Transportation Study Guidelines 1 City of Santa Fe Springs
Transportation Study Guidelines
February 2023
City of Santa Fe Springs Transportation Study Guidelines 2 Table of Contents
1 Introduction 3
2 CEQA Regional Analysis Overview 4

2.1 Vehicle Miles Traveled (VMT) Analysis.......................................................................................... 4

2.2 VMT Screening Criteria ....................................................................................................................... 5

2.3 VMT Analysis Methodology ........................................................................................................... 11

2.3.2 VMT Impact Thresholds......................................................................................................... 12

2.3.3 VMT Mitigation ......................................................................................................................... 14 3 Local Transportation Assessment Overview 15

3.1 Local Transportation Assessment Study Scope...................................................................... 16

3.2 Local Transportation Assessment Report Contents.............................................................. 17

3.2.1 Project Description .................................................................................................................. 17

3.2.2 Transportation Circulation Setting .................................................................................... 17

3.2.3 Analysis and Identification of Operational Deficiencies ........................................... 18 4 Attachments 23

4.1 Attachment A: VMT Analysis Flowchart..................................................................................... 23

4.2 Attachment B: Glossary of Terms................................................................................................. 25

4.3 Attachment C: Detailed VMT Forecasting Information ....................................................... 30

4.3.1 VMT Forecasting Instructions.............................................................................................. 30

4.3.2 Appropriateness Checks........................................................................................................ 31

4.4 Attachment D: VMT Mitigation Strategies ............................................................................... 32 City of Santa Fe Springs Transportation Study Guidelines 3 1 Introduction
There are four questions in the section XVII of California Environmental Quality Act (CEQA) Transportation Checklist.1 Would the project:
a. Conflict with a program, plan, ordinance or policy addressing the circulation system, including transit, roadway, bicycle and pedestrian facilities? b. Would the project conflict or be inconsistent with CEQA Guidelines section 15064.3, subdivision (b)?
c. Substantially increase hazards due to a geometric design feature (e.g., sharp curves or dangerous intersections) or incompatible uses (e.g., farm equipment)? d. Result in inadequate emergency access?
The second question (b) is referring to the CEQA Guidelines section 15064.3, subdivision (b), which describes potential impacts to Vehicle Miles Traveled (VMT). VMT is the new performance measure to determine significant transportation impacts under CEQA, after California Senate Bill 743 (SB 743) eliminated level of service (LOS).

In response to SB 743 and the termination of Los Angeles County Congestion Management Program (CMP) provisions, the City of Santa Fe Springs has established the following guidelines for the preparation of a Transportation Impact Study (TIS) Report.

The purpose of these guidelines is to establish standard procedures for consistent analysis and evaluation. It is strongly recommended that the transportation professional representing developers, property owners and/or architects consult with City staff prior to commencing the study, making assumptions, and/or performing any traffic data collection.

The document is organized into two sections. The first section is focused on regional travel and new procedures related to evaluating VMT, as required by SB 743, and identifying significant impacts for purposes of CEQA. Project screening to evaluate the level of analysis needed, analysis methods, thresholds of significance, and example mitigation options are addressed. The second section is focused on the Local Transportation Assessment (LTA) and includes both vehicular level of service (LOS) analyses and multimodal assessments to document consistency with General Plan policies for safe and efficient local operations. For more information about the City’s goals regarding LOS, local safety, and operational guidance please refer to the Circulation Element of the City’s General Plan.
1 2021 CEQA Statue & Guidelines, Page 340, https://www.califaep.org/docs/CEQA_Handbook_2021.pdf City of Santa Fe Springs Transportation Study Guidelines 4 2 CEQA Regional Analysis Overview

2.1Vehicle Miles Traveled (VMT) Analysis
Pursuant to the adoption of SB 743, the implementation of CEQA guidance for transportation impact assessment in the City of Santa Fe Springs includes the following:
 VMT Screening: The first step in the traffic analysis process is to determine when a VMT analysis is required. The City of Santa Fe Springs requires that VMT screening be conducted based on the recommendations of the Governor’s Office of Planning & Research (OPR). OPR recommends that projects be screened from a VMT analysis based on their size, location, or accessibility to transit. In addition, transportation projects that are not adding new travel lanes may be screened from further VMT analysis. Details on applying the VMT screening process are provided in Table 1.
 VMT Analysis Methodology: If the project is not screened from needing a VMT analysis, the Southern California Association of Governments (SCAG) regional Travel Demand Model should be used to estimate a project’s VMT. OPR recommends that VMT be reported as “Home-Based VMT” per capita for residential projects and “Home-Based Work VMT” per employee for office projects. Per OPR guidance, the City of Santa Fe Springs would evaluate each component of a mixed-use project independently and apply the significance threshold for the land use types proposed. Total VMT and/or VMT per service population (total of residents and employees) is to be reported for area plans, large-scale retail projects, or other project types, such as special event venues.  VMT Impact Thresholds: Projects exceeding a level of 15 percent below the Baseline VMT (reported as VMT per capita, per employee, or per service population) are considered to have a significant VMT impact. For regional retail projects, projects resulting in a net increase in total Citywide VMT are considered to have a significant VMT impact. The City of Santa Fe Springs has defined the area encompassed by the City boundary and the City’s Sphere of Influence (SOI) as the geographic area for impact analysis relating to residential and employment uses. The scale of analysis for retail projects will be based on changes to VMT for an area to be determined in consultation with City staff. The study area would be dependent on factors such as land use, scale, and proximity to the City’s borders.  VMT Mitigation: The types of mitigation that effect VMT are generally those that reduce the number of single-occupant vehicles generated by the site and/or reduce the distance of trips to/from the site. This can be accomplished by City of Santa Fe Springs Transportation Study Guidelines 5 changing the land uses being proposed or by implementing transportation demand management (TDM) measures.

Attachment A shows the flowchart of VMT assessment for the City of Santa Fe Springs. The following sections describe the CEQA analysis process in greater detail.

2.2VMT Screening Criteria
Based on the guidance provided by OPR, land use projects can be screened from a VMT analysis based on their size, location, or accessibility to transit. In addition, transportation projects that are not adding new travel lanes may be screened from further VMT analysis. Screening opportunities in the City of Santa Fe Springs are described in Table 1. A project only needs to satisfy one of the screening criteria to be exempt from requiring further VMT analysis.

In the screening criteria of transit proximity, projects located in a Transit Priority Area (TPA) may be screened out from conducting a VMT analysis because they are presumed to have a less than significant impact absent substantial evidence to the contrary. The City of Santa Fe Springs has determined TPAs to be areas within one-half mile of where two or more 15-minute (during commute hours) bus routes intersect or within one-half mile of a corridor served by 15-minute (during commute hours) bus service.

Figure 1 shows the TPAs within the City of Santa Fe Springs. Transit service may change over time; Figure 1 includes the TPAs in Santa Fe Springs as of May 2022 and includes future conditions when the Eastside Transit Corridor Phase 2 Project (Metro L Line) is complete.2 As project applicants seek to use this screening criteria, they are responsible for reviewing the current transit service and demonstrating how their project qualifies for this screening criteria. Applying the TPA screening for the future Eastside Transit Corridor Train station would only be appropriate when the anticipated opening year of a project aligns with anticipated opening year of the Metro L Line. Please refer to Figures 2, 3, and 4 for Citywide mapping of high/low VMT areas for daily total VMT, residential VMT, and employment VMT, respectively.
2 Bus schedules were adjusted in August 2020 in response to COVID-19.

City of Santa Fe Springs Transportation Study Guidelines 6 TABLE 1: VMT SCREENING GUIDANCE
Screening Categories Project Requirements to Meet Screening Criteria Project Size A project that generates 110 or fewer daily trips.

Locally Serving Retail
A project that has locally serving retail uses that are 50,000 square feet or less, including specialty retail, shopping center, grocery store, pharmacy, financial services/banks, fitness center or health club, restaurant, and café. If the project contains other land uses, those uses need to be considered under other applicable screening criteria.

Proposed projects less than 50,000 square feet that are unique uses or regional draws, may require additional information or evidence that they will be local-serving.

Project Located in a Low VMT Area
A residential or office project that is located in a Traffic Analysis Zone (TAZ) that is already 15% below the City and Sphere of Influence (SOI) Baseline VMT. (See Figures 2-4.)
Transit Proximity
For existing baseline projects that are located within a ½ mile of where two or more 15-minute (during commute hours) bus routes intersect or within a ½ mile of a corridor served by 15-minute (during commute hours) bus service may be eligible. Future baseline conditions would also include the area located within a ½ mile of the Eastside Transit Corridor Phase 2 Project.

In addition to the above criteria, the project should meet the following criteria:
• A Floor Area Ratio (FAR) of 0.75 or greater
• Is consistent with the applicable SCAG Sustainable
Community Strategy (SCS) (as determined by the City)
• Does not provide more parking than required by the City • Does not replace affordable housing units
Affordable Housing
A residential project that provides affordable housing units; if part of a larger development, only those units that meet the definition of affordable housing satisfy the screening criteria.

Transportation Facilities
Transportation projects that promote non-auto travel, improve safety, or improve traffic operations at current bottlenecks, such as transit, bicycle and pedestrian facilities, intersection traffic control (e.g., traffic signals or roundabouts), or widening at intersections to provide new turn lanes.

City of Santa Fe Springs Transportation Study Guidelines 7 City of Santa Fe Springs Transportation Study Guidelines 8 City of Santa Fe Springs Transportation Study Guidelines 9 City of Santa Fe Springs Transportation Study Guidelines 10 City of Santa Fe Springs Transportation Study Guidelines 11 2.3VMT Analysis Methodology
For projects that do not meet any of the screening criteria in Table 1, a VMT analysis is required and should rely on a reasonable standard of care to develop trip generation and trip length estimates for the project uses. For land use plans (e.g., Specific Plan or General Plan) and projects consisting of residential, office, industrial, or retail, the VMT analysis should be conducted using the SCAG regional Travel Demand Model. For other project types, such as a performing arts center or special event venues, the VMT analysis should be customized to determine the unique trip generation and trip length characteristics of the proposed uses. This approach should be determined in consultation with City of Santa Fe Springs staff.

2.3.1.1 Existing/Baseline Conditions
Project-generated VMT should be estimated for the proposed land uses under existing/baseline conditions. VMT can be estimated using the SCAG regional Travel Demand Model and should be reported as Total VMT per service population (area plans, large-scale retail projects, or other project types, such as special event venues; see Figure 2), Home-Based VMT per capita (residential projects; see Figure 3), and Home-Based Work VMT per employee (office, industrial or other employmentgenerating projects; see Figure 4). For land use plans, Total VMT per service population or Total VMT can be used to determine potential impacts. Baseline conditions typically represent the year of the Notice of Preparation (NOP).3 Interpolation between SCAG’s base year model and future year model may be required to identify the VMT representative of the baseline year4. Per OPR guidelines, truck-generated VMT analysis is not required for transportation impact assessment. 5 The traffic
effects of trucks are studied under the Local Transportation Assessment. 2020 baseline VMT estimates are based on data derived from the SCAG regional Travel Demand Model. Updates should be done on a four-year cycle, following when SCAG updates their most recent RTP/SCS regional model for local agency use.
3 If an EIR is required, baseline conditions should be tied to the NOP date. If an EIR is not required, the baseline may be tied to when an application is deemed complete. 4 Base year and future year SCAG’s model information are based on SCAG Regional Transportation Plan (RTP) Scenario years and can be requested from SCAG.
5 Truck-generated VMT is not analyzed under a CEQA transportation impact study, however, it is analyzed as part of CEQA’s air quality and greenhouse gas analysis.

City of Santa Fe Springs Transportation Study Guidelines 12 Existing/Baseline plus Project
The project land use would be added to the project TAZ or a separate TAZ6 would be created to contain the project land uses. A full model run of the baseline scenario year would be performed and VMT changes would be isolated for the project TAZ and across the full model network. If this scenario results in a less-than-significant impact, then additional cumulative scenario analysis may not be required (see next section).

2.3.1.2 Cumulative Conditions
This data is available from the SCAG model. However, a less than significant impact under Existing/Baseline conditions would also result in a less than significant cumulative impact as long as the project is consistent with the SCAG Regional Transportation Plan and Sustainable Communities Strategy (RTP/SCS).

2.3.1.3 Cumulative plus Project
The project land use would either be added to the project TAZ or a separate TAZ would be created to contain the project land uses using the future year SCAG model that reflects cumulative conditions. VMT should be reported as Total VMT per service population, Home-Based VMT per capita, or Home-Based Work VMT per employee. For land use plans, Total VMT per service population or Total VMT can be used to determine potential impacts.

The baseline and cumulative “plus project” scenarios noted above will summarize project generated VMT (per service population, per capita, or per employee) and compare it back to the appropriate benchmark noted in the thresholds of significance.

Project-generated VMT shall be extracted from the travel demand forecasting model using the origin-destination trip matrix and shall multiply that matrix by the final assignment skims. A glossary of terms and a detailed description of this process is attached to these guidelines in Attachment B and C.

2.3.2 VMT Impact Thresholds
OPR has identified 15% below the average baseline VMT as the threshold for identifying a significant VMT impact for land use projects and plans. This is based on research conducted to determine the VMT reduction needed to help the State achieve its climate goals. The California Air Resources Board has quantified the need for VMT reduction to meet the State’s long-term climate goals and OPR sees reducing VMT to 15% below existing conditions as a reasonable threshold for new development projects. OPR guidance is also provided for transportation projects. For roadway widening and transportation infrastructure projects, a significant impact would occur if the project increased the baseline VMT in the study area. The baseline VMT in the City of Santa Fe Springs and 6 Project land use will be added to a separate TAZ accounted separately for other existing land use in the TAZ.

City of Santa Fe Springs Transportation Study Guidelines 13 Sphere of Influence (SOI) are presented in Table 2A. The VMT thresholds for projects and plans in the City of Santa Fe Springs are summarized in Table 2B.

TABLE 2A: BASELINE VMT IN THE CITY OF SANTA FE SPRINGS AND SOI7 VMT Metrics Average VMT (2020 Baseline)
Total VMT per Service Population 33.1
Home-Based VMT per Capita 17.2
Home-Based Work VMT per Employee 18.3
TABLE 2B: VMT IMPACT THRESHOLDS
Project Type Threshold for Determination of Significant VMT Impact Residential Project Project exceeds 15% below City + SOI Baseline VMT for home-based VMT per capita
Office (Commercial or
Light Industrial) Project
Project exceeds 15% below City + SOI Baseline VMT for home-based work VMT per employee
Regional Retail Project8 Project results in a net increase in total VMT in comparison to the City + SOI Baseline VMT
Mixed-Use Projects Evaluate each project land use component separately using the criteria above
Land Use Plans Plan exceeds 15% below City + SOI Baseline VMT for Total VMT per service population
Other Land Use Types
Project exceeds 15% below City + SOI Baseline VMT. For land use types not listed above, the City can determine the appropriate VMT metric depending on the project characteristics. For projects that are generally producing jobrelated travel, the employment generating VMT (home- based work VMT per employee) can be compared to the baseline. For other projects, the total VMT can be compared to the City + SOI baseline to determine if the net change in Total VMT exceeds the baseline without the project. 7 SCAG model was used to estimate the Baseline VMT metrics. 8 Per the Governor’s Office of Planning and Research (OPR) guidance, regional retail projects are those that exceed 50,000 square feet.

City of Santa Fe Springs Transportation Study Guidelines 14 Transportation Projects Project results in an increase in VMT (induced VMT due to added capacity to roadway network) in the City in comparison to baseline conditions

2.3.3 VMT Mitigation
The types of mitigation that affect VMT are those that reduce the number of single-occupant vehicles generated by the project. This can be accomplished by changing the land uses being proposed or by implementing Transportation Demand Management (TDM) strategies. TDM strategies have been determined to be among the most effective VMT impact mitigators. TDM strategies are reductions available from certain types of project site modifications, programming, and operational changes.

The effectiveness of identified TDM strategies is based primarily on research documented in the 2021 California Air Pollution Control Officers Association (CAPCOA) publication, Handbook for Analyzing GHG Emission Reductions, Assessing Climate Vulnerabilities, and Advancing Health and Equity (CAPCOA, 2021). CAPCOA offers methodology based on preferred literature, along with methodology based on alternative literature, for each strategy. The strategies described in Attachment D are a sample of the options most effective in areas like the City of Santa Fe Springs.

For a comprehensive list of available TDM strategies, please refer to Handbook for Analyzing GHG Emission Reductions, Assessing Climate Vulnerabilities, and Advancing Health and Equity.

Attachment D to this document provides a comparison of the VMT reductions that can be expected from the strategies in the CAPCOA guidance with anticipated reductions as described in literature that has been published after 2021.

The CAPCOA document contains detailed equations on applying these TDM reductions given the land use type and built environment context. The percent reduction shown in Attachment D should not be directly applied to a project. In addition, some TDM strategies have complementary benefits on reducing VMT and need to be considered in combination and not individually.

Specific mitigation strategies need to be tailored to the project characteristics and their effectiveness needs to be analyzed and documented as part of the environmental review process to determine if impacts could be mitigated or if they would remain significant and unavoidable.

Given that research on the effectiveness of TDM strategies is continuing to evolve, feasible mitigation measures should be considered based on the best data available at the time a project is being considered by the City and documented accordingly in the Transportation Impact Study.

The City of Santa Fe Springs prepared a VMT Evaluation Tool and Users’ Guide to assist developers in screening and estimating project-generated VMT by land use and calculating VMT reductions associated with certain VMT-reducing mitigation measures. The VMT Evaluation Tool demonstrates how a mitigation measure, or a combination of complementary measures, can affect a project’s VMT.

City of Santa Fe Springs Transportation Study Guidelines 15 3 Local Transportation Assessment
Overview
In addition to VMT analysis for CEQA, the City of Santa Fe Springs requires an evaluation to identify potential safety and operational issues when applied against established City criteria. This approach continues to use Level of Service (LOS) to evaluate land development and infrastructure projects and adds elements to ensure that multimodal transportation considerations are consistent with the City’s General Plan policies.

In the event a development project significantly degrades the effective use or safety of City streets, improvements may be required. Required improvements should consider transit, bicycle, and pedestrian improvements as well as roadway and operational improvements.

The City standard for the minimum LOS for intersections and roadway segments is:

LOS D or better
The traffic analysis should not use any traffic counts that are more than four months old without the advanced approval of the City Traffic Engineer. If traffic counts taken within the last four months are not available, then new traffic counts shall be collected by a qualified data collection firm. Traffic counts are required to be performed within typical traffic conditions. Traffic count collection shall not be performed during:

1. Holidays (or holiday periods)

2. Construction periods (when there are existing roadway detours, traffic control, or construction impacting study intersections and roadways)

3. Other significant circumstances (e.g. national emergencies or special occasions that may alter typical traffic conditions)
Any work performed on City right-of-way will require a permit. The City can provide a “No fee permit” after receiving a proposed work schedule.9
9 City street sweeping schedules will need to be reviewed.

City of Santa Fe Springs Transportation Study Guidelines 16 3.1Local Transportation Assessment Study Scope
The City is generally concerned with degradations to traffic operations and safety if:

1. Traffic generated (autos & truck) by a project alone or cumulatively with other related projects, when added to existing traffic volumes, exceeds certain capacity thresholds of an intersection or roadway, contributes to an unacceptable LOS, or exacerbates an existing congested condition.

2. Project generated traffic (autos & truck) interferes with the existing traffic flow (e.g., due to the location of access roads, driveways, and parking facilities).

3. Proposed access locations do not provide for adequate safety (e.g., due to limited visibility on curving roadways- stopping site distance may be required)10.

4. Nonresidential uses generate commuter or truck traffic through a residential area.

5. Project generated traffic significantly increases on a residential street and alters its residential character.

6. Turning movements (autos & truck) are identified to impact existing and/or future conditions.

7. Any vehicle queuing for all movements on principal and collector roadways adjacent or less than 1,000 feet from the project site.

The LTA must be prepared by a registered Civil or Traffic Engineer, or qualified transportation professional. The LTA is generally needed if a project generates any additional vehicle trips that are assigned to any movement (left/through/right-turns to any intersection approach) at a signalized intersection in the peak hour or where other possible adverse operational degradations may occur, as discussed below. Study locations would be determined in consultation with City staff and should include:
• All primary project driveways
• All signalized intersections within 1,000 feet of primary project driveways, regardless of jurisdictional boundary
• Unsignalized intersections within 1,000 feet of the project site or that serve as project access points regardless of jurisdictional boundary
• All signalized intersections within a half mile radius to the project site where the project would add trips, regardless of jurisdictional boundary
10 The result of this safety analysis can be used for CEQA checklist item c.

City of Santa Fe Springs Transportation Study Guidelines 17 3.2Local Transportation Assessment Report Contents

3.2.1 Project Description
The following information is required:

1. A description of the project, including those factors which quantify traffic generators, e.g., dwelling units, square feet of office space, persons to be employed, restaurant seats, acres of raw land, etc. For residential developments, the description should indicate the types of residence (e.g., one level or townhouse condominiums, and if its use is for families, adults, or retirees).

2. A site plan showing proposed driveways, streets, internal circulation, and any new parking facilities on the project site.

3. A study area map showing the site location and the study area relative to other transportation systems.

3.2.2 Transportation Circulation Setting
The following information is required:

1. Existing and Proposed Site Uses: A description of the permitted and/or proposed uses of the project site in terms of the various zoning and land use categories of the City, and the status and the usage of any facilities currently existing on the site.

2. Existing and Proposed Complete Streets Environment Assessment: This section is intended to describe the existing pedestrian, bicycle, and transit facilities in the area of the proposed project and whether the proposed project degrades or augments physical conditions and/or adds substantial pedestrian, bicycle, or transit demand to inadequate facilities. The project should describe and/or provide figures that document existing and planned pedestrian, bicycle, and transit facilities within ¼ mile of the site that may be used by travelers between the project and uses such as parks, government offices, bike/walking trails, schools, bus stops, libraries, medical centers, and other pedestrian generators. The inventory should include missing sidewalks, marked crossings, curb extensions, transit amenities (bench, shade, trash, transit info), bike lanes/routes, and relevant active transportation infrastructure.

3. Existing and Proposed Roadways and Intersections: A description of existing streets and roadways, both within the project site (if any) and in the surrounding area. Include information on the roadway classifications, the number of lanes and roadway widths, signalized intersections, separate turn lanes, and the signal phases for turning movements.

City of Santa Fe Springs Transportation Study Guidelines 18 3.2.3 Analysis and Identification of Operational Deficiencies The following information is required in the LTA:

Trip Generation Analysis
Tabulate the estimated number of daily trips and A.M. and P.M. peak-hour trips generated by the proposed project entering and exiting the site. Trip generation factors and source are to be included. The trip generation rates contained in the latest edition of the Institute of Transportation Engineers Trip Generation manual should generally be used unless better information is available.

There may be a trip reduction due to internal and/or pass-by trips. Internal trip reduction can only be applied for mixed-use types of developments and pass-by trip reduction for retail/commercial types of developments. Internal or pass-by trip reduction assumptions will require analytical support based on verifiable actual similar developments to demonstrate how the figures were derived and will require approval by the City.

Trip Distribution
Diagrams showing the percentages and volumes of the project and nearby project's A.M. and P.M. peak-hour trips logically distributed on the roadway system must be provided. If it is assumed that new routes will alter traffic patterns, adequate backup including traffic distribution maps must be provided showing how and why these routes will alter traffic patterns.

The study area should include arterial highways, freeways, and intersections generally within a onemile radius of the project site.

Related Projects List
A list of related projects that are within a one-half mile radius of the project site and would reasonably be expected to be in place by the project's build out year must be included in the report.

Related projects shall include all pending, approved, recorded, or constructed projects that are not occupied at the time of the existing traffic counts. Related projects can be obtained from the Santa Fe Springs Planning department.

A table and a map showing the status, project/zone change/conditional use permit/parcel map/tract number, and the location of each project must be provided.

LOS Analysis and City’s Criteria
If it appears that the project's generated traffic alone or together with other projects in the area could worsen the LOS of an intersection or roadway, a "before" and "after" LOS analysis is necessary.

The latest version of the Highway Capacity Manual (HCM) should be applied to assess existing and future LOS at intersections.

Intersection LOS analysis and calculation work sheets, as well as diagrams showing turning volumes shall be included in the report for the following traffic conditions.

City of Santa Fe Springs Transportation Study Guidelines 19 i. Existing traffic;
ii. Existing traffic plus ambient growth to the year the project will be completed; iii. Traffic in (ii) plus project traffic;
iv. Traffic in (iii) with the proposed operational enhancements (if necessary); v. Traffic in (iii) plus the cumulative traffic of other known developments; and vi. Traffic in (v) with the proposed operational enhancements (if necessary) The project's effect on two-lane roadways should also be analyzed for all the above traffic conditions if those two-lane roadways are used for site access. LOS analysis contained in the Highway Capacity Analysis, Chapter 8, Two-Lane Highways, should be used to evaluate the project’s effect.

The City standard for the minimum LOS for intersections and roadway segments is LOS D or better.

Intersections in the City that do not meet these targets are considered deficient.

Signalized intersections will require improvements if the following conditions are met:
 For an intersection with LOS D or better, the addition of project traffic results in the degradation of intersection operations to LOS E or F.  For an intersection with LOS E or F, the addition of project traffic results in any degradation of intersection operations.

Unsignalized intersections will require improvements if the following conditions are met:
 For an intersection with LOS D or better, the addition of project traffic results in the degradation of any individual movement at the intersection to LOS E or F, or for an intersection with LOS E or F, the addition of project traffic results in the degradation of any individual movement, and
 The intersection meets peak hour signal warrants either caused by project volumes, or project volumes are added at an intersection that meets peak hour signal warrants in the baseline scenario(s). Peak hour signal warrants should be determined based on the latest California Manual on Uniform Traffic Control Devices (CA MUTCD).

Roadway segments shall be reviewed on a case-by-case basis. Deficiencies identified to be improved will be determined in coordination with the City Traffic Engineer based on various factors including determined LOS, anticipated street improvements, and LOS at critical intersections along the roadway segment.

City of Santa Fe Springs Transportation Study Guidelines 20 Traffic Signals
The following information is required if the installation of a traffic signal is being considered:

Traffic signal warrant analysis using the State of California Department of Transportation (Caltrans) Peak-Hour (Figures 9-8 and 9-9 of Caltrans Traffic Manual) and Estimated Average Daily (Figure 9- 4 of Caltrans Traffic Manual) Traffic Warrant Analysis should be provided. In certain situations, the other available signal warrants may also be required. If the installation of signals is warranted with the addition of the project's traffic, then the installation will be the sole responsibility of the project.

If it is warranted with cumulative traffic of the project and other related projects, the following formula should be used to calculate the project percent share.

Project Percentage Share = Project Traffic / (Project + Other Related Projects Traffic) The project percent share should be based on the peak-hour volumes that warrant signals. If both peak hours satisfy the installation of signals, the average of the two peak-hour volumes should be used in the percent share analysis.

Operational Enhancement Measures
The following information is required if study intersections or roadway segments are found to be deficient:

Identify feasible operational enhancements to reduce the projects' operational deficiencies to a level below the threshold identified. Also, identify those measures which will be implemented by others. Those measures that are assumed to be implemented by others will be made a condition of approval for the project to be in place prior to issuance of building permits. It is important to note that some of the operational enhancement measures may require additional CEQA analysis (e.g.

VMT analysis) and could include the following:
a. Traffic Engineering Techniques
i. Locate access points to optimize visibility and reduce potential conflict. ii. Design parking facilities to avoid queuing into public streets during peak arrival periods.
iii. Provide additional off-street parking (e.g. for Transportation Network Companies (TNCs) or commercial vehicle delivery).
iv. Dedicate visibility easements to assure adequate sight distance at intersections and driveways.
v. Signalize or modify traffic signals at intersections.

City of Santa Fe Springs Transportation Study Guidelines 21 vi. Install left-turn phasing and/or multiple turning lanes to accommodate particularly heavy turning movements.
vii. Provide left- or right-turn lanes to lessen interference with the traffic flow. viii. Prohibit left turns to and from the proposed development. b. Contribute to a benefit district to fund major capital improvements i. Construct a grade separation.
ii. Improve or construct alternate routes.
iii. Complete proposed Capital Projects in the City’s Capital Improvement Program.
iv. Improve freeway interchanges (bridge, widening, modifications, and etc.) c. Transportation System Management (TSM) Techniques11
i. Establish flexible working hours.
ii. Encourage employee use of carpools and public transportation (specific measures must be indicated).
iii. Establish preferential parking for carpools.
iv. Restrict truck deliveries to Major and Secondary highways and encourage deliveries during the off-peak hours.
v. Establish a monitoring program to ensure that project traffic volumes do not exceed projected traffic demand.

On-Site Parking Analysis
This analysis will address the on-site parking supply versus parking required per City code. If the proposed development is of mixed-use type, a table shall be included presenting each land use, its size, and the code parking requirement. This table should clearly indicate how the code parking was calculated and include the proposed on-site parking supply together with the resultant surplus or deficit from code requirements.

Should the on-site parking supply be less than required by the City code, a detailed explanation justifying a reduction to the code requirement must be included. Note that this does not eliminate 11 Contributions to a benefit district and/or TSM techniques may not be used to lower LOS in the capacity calculations.

City of Santa Fe Springs Transportation Study Guidelines 22 the need for any zoning code variance. Shared parking evaluations will be considered when appropriate.

Access and Circulation Analysis
The project’s effects on access points and on-site circulation shall be analyzed. The analysis shall, as appropriate, include the following:
a. Number of access points proposed for the project site. b. Space between driveways and intersections.
c. Potential signalization of driveways.
d. On-site stacking distance. (including uses with a drive thru.) e. Shared access.
f. Turn conflicts/restrictions.
g. Adequate site distance.
h. Driveway improvements.
i. Pedestrian connections.
j. Any other operational characteristics (as identified by City staff).

If the proposed project is a residential or commercial use with privacy gates, the applicant shall provide a stacking analysis for review and approval. The adequacy of the interface with the arterial network will need to be demonstrated and necessary improvements to adjacent intersections may be required.

The LTA report should provide a compilation of any applicable improvements for the project.

City of Santa Fe Springs Transportation Study Guidelines 23 4 Attachments

4.1Attachment A: VMT Analysis Flowchart
24 City of Santa Fe Springs Transportation Study Guidelines 25 4.2Attachment B: Glossary of Terms
Term Definition
Active Transportation A means of getting around that is powered by human energy, primarily walking and biking.

Alternative
Transportation Modes
Sustainable transportation methods that are alternative to personal motorized vehicles, primarily walking, biking, and riding transit.

Area Development Policy
(ADP)
A City-adopted implementation policy of an Area Plan.

Area Plan A City-adopted plan that coordinates transportation infrastructure improvements and land use development in support of a unique vision for a subarea of the City (e.g. an Urban Village Plan).

Boundary VMT Method
or Link based VMT Method
A method used to calculate total VMT on roadways within the City.

VMT per service population, a performance metric for General Plan amendments, is based on this method.

Effect Project-related effects on elements of the transportation system for which no transportation standards or CEQA thresholds of significance have been established by the City. Distinct from “impact”.

High-Quality Transit Areas Areas are within half a mile of a high-quality transit corridor or major transit stop.

High-Quality Transit Corridor A corridor with fixed route bus service with service intervals no longer than 15 minutes during peak commute hours (Pub. Resources Code § 21155 (b)).

Impact Refer to a project’s impacts as determined by the transportation standards or CEQA thresholds of significance established by the City.

Distinct from “effect”.

Improvement A change that addresses the effects, particularly adverse effects, of a project on elements of the transportation system for which no transportation standards or CEQA thresholds of significance have been established by the City. Distinct from “mitigation”.

Induced Trips Increase in traffic volume that occurs soon after a new road is opened or a previously congested road is widened. Increases in roadway capacity are typically quickly filled up with additional traffic.

City of Santa Fe Springs Transportation Study Guidelines 26 Term Definition
Internal trips Trips between different land use types within the same development project
that are accommodated at the project site. Trips that are not internal are those with the project at one end and other locations at the other end.

Intersection
Operations Standard
A measure of automobile vehicle delays through a signalized intersection, graded on a scale A through F.

Land Use Plan A land use plan, such as a specific plan, that identifies the desirable uses and associated infrastructure to guide changes in zoning and development over time.

Major Transit Stop A rail transit station, a ferry terminal served by either a bus or rail transit service, or the intersection of two or more major bus routes with a frequency of service interval of 15 minutes or less during the morning and afternoon peak commute periods (Pub. Resources Code § 21064.3).

Mitigation A change that addresses the CEQA impacts of a project on elements of the transportation system for which transportation standards or CEQA thresholds of significance have been established. Distinct from “improvement”.

Mixed-Use Project A development project that combines two or more land uses.

Mode Share The share of all person-trips to and from a project taken by each transportation mode (personal motorized vehicles, transit, bicycle, and pedestrian).

Net Change in Total VMT Difference in total VMT in the area with and without the project.

Performance metric for regional retail projects and transportation projects.

Origin-Destination (OD) VMT MethodA method used to calculate the total vehicle-miles traveled a study area (e.g. a development project, the City, or the region) is expected to generate in a day. For a personal motorized vehicle-trip to be included in the VMT calculation using the OD VMT method, one of the trip ends must be within the study area.

Peak Hour The highest morning or evening hour of travel reported on a transportation network or street.

City of Santa Fe Springs Transportation Study Guidelines 27 Term Definition
Personal Motorized Vehicles Mainly personal motor vehicles that transport people rather than goods.

Physical VMT Reduction
Strategies
Strategies that development projects can physically construct to encourage the shift from driving alone to walking, biking, and riding transit. Include three of the four VMT reduction strategies – project characteristics, multimodal network improvements, and parking measures.

Project VMT Calculated VMT generation of a development project.

Service Population The sum of residents and workers in an area such as the City.

Sphere of influence Area in which travel patterns are expected to change due to a transportation project.

Total VMT All vehicle-trips (i.e., passenger and commercial vehicles) assigned on the network within a specific geographic boundary (i.e., model-wide, region-wide, city-wide).

Total VMT
generated by a project
All vehicle-trips are traced to the zone or zones of study. This includes internal to internal (II), internal to external (IX), and external to internal (XI) trips. May use final assignment origin-destination (OD) trip tables or production (P) and attraction (A) estimates multiplied by distance skims.

When the model has multiple assignment periods, OD trip tables and congested skims from each period should be used.

City of Santa Fe Springs Transportation Study Guidelines 28 Term Definition
Total VMT
per service population
Same method as above (Total VMT generated by a project) to estimate VMT and then divide by the population and employment of the zone or zones of study. If the model generates vehicle trips from other sources such as students and visitors, then include those variables in the service population. Note that employment is often used as the independent variable for total vehicle trip generation associated with non-residential land uses. This means that vehicle trips made by people other than the employees are accounted for in the trip rate including visitors, customers, vendors, custodians, and delivery companies. For this reason, it is often difficult to draw conclusions about VMT patterns and use of the metric should be limited to analysis scenarios comparing full model runs typically focused on changes at the sub-regional, city, county, or regional scale.

Some trip-based models may not use population and employment as trip generation variables. Instead, they will rely on land uses. A ‘correspondence’ between the model land use input variables and population and employment rates is required for these types of models.

Transportation Demand
Management (TDM)
Programmatic measures that discourage drive-alone trips and encourage pedestrian, bicycle, and transit use. One of the four categories of VMT reduction strategies for development projects.

Trip Cap A maximum number of vehicle-trips that a development project is allowed to generate in a day.

Trip Adjustments Effort to reduce the number of vehicle-trips to and from a project.

Trip Assignment An assignment of vehicle-trips to transportation facilities based on trip distribution percentages.

Trip Distribution A forecast of the travel direction of vehicle-trips to and from a project.

Trip Generation The estimated total number of vehicle-trips to and from a project.

Vehicle-Miles Traveled The total miles of travel by personal motorized vehicles in a day. A measure on which a project’ transportation impact(s) are based.

VMT per Capita The sum of VMT for personal motorized vehicle-trips made by all residents of a development project, divided by the total number of residents of the project.

City of Santa Fe Springs Transportation Study Guidelines 29 Term Definition
VMT per Employee The sum of VMT for personal motorized vehicle-trips made by all workers of an office or industrial development project, divided by the total number of workers at the project.
30 4.3Attachment C: Detailed VMT Forecasting
Information
This section provides detailed VMT forecasting instructions for use with the Southern California Association of Governments (SCAG) Travel Demand Model. Please note that SCAG periodically updates the travel demand model and the latest version available should be utilized for VMT assessment in the City.

The SCAG travel demand model is a trip-based model that generates daily person trip-ends for each TAZ across various trip purposes (Home-based-work, home-based-other, and non-homebased for example) based on population, household, and employment variables. This may create challenges for complying with the VMT guidance because trip generation is not directly tied to specific land use categories. The following methodology addresses this particular challenge among others.

Production and attraction trip-ends are separately calculated for each traffic analysis zone (TAZ or zone), and generally: production trip-ends are generated by residential land uses and attraction trip-ends are generated by non-residential land uses. Focusing on residential and employment land uses, the first step to forecasting VMT requires translating the land use into model terms, the closest approximations are:
• Residential: home-based production trips
• Employment: home-based work attraction trips
Note that this excludes all non-home-based trips including work-based other and other-based other trips.

The challenges with computing VMT for these two types of trips in a trip-based model are 1) production and attraction trip-ends are not distinguishable after the productions/attractions (PA) to origin/destination (OD) conversion process and 2) trip purposes are not maintained after the mode choice step. For these reasons, it is not possible to use the VMT results from the standard vehicle assignment (even using a select zone re-assignment). A separate post-process must be developed to re-estimate VMT for each zone that includes trip-end types and trip purposes. In order to provide the most accurate estimates possible, the recommended approach to estimating VMT is outlined below. Deviating from this approach will require justification and approval from the City Traffic Engineer.

4.3.1 VMT Forecasting Instructions
This approach will calculate total Origin/Destination (OD) VMT using standard SCAG model output files. The OD method for calculating total VMT includes all vehicle trips that start in a specific traffic analysis zone, and all vehicle trips that end in a specific traffic analysis zone. The major steps of this approach are listed as follows:

City of Santa Fe Springs Transportation Study Guidelines 31 • Re-skim final loaded congested networks and adjust the external skim for each mode and time period to account for truncated trips
• Multiply appropriate distance skim matrices by OD trip matrices to estimate VMT by time period
• Sum matrices by time period and mode to calculate daily automobile VMT • Calculate automobile VMT for individual TAZs

4.3.2 Appropriateness Checks
The number of vehicle trips from the total VMT estimation should match as closely as possible with the results from the traditional model process. The estimated results should be checked against the results from a full model run to understand the degree of accuracy. Note that these custom processes may or may not include full lengths of IX/XI trips (trips with origins or destinations outside of the model roadway network) or special generator trips (airport, seaport, stadium, etc.).

When calculating VMT for comparison at the study area, citywide, or regional geography, the same methodology that was used to estimate project specific VMT should be used. The VMT for these comparisons can be easily calculated by aggregating the row or column totals for all zones that are within the desired geography.

City of Santa Fe Springs Transportation Study Guidelines

4.4Attachment D: VMT Mitigation Strategies
City of Santa Fe Springs Transportation Study Guidelines Method Description
Applies at
Project
Scale?
Applicable
Land Use
GHG
Handbook
Measure (if
applicable)1
Range of
Effectiveness3 Cost Considerations GHG Handbook Calculation Notes Literature or Evidence Cited
Employment Measures
Implement
Commute Trip
Reduction
Program
(Voluntary)
This measure will implement a voluntary commute trip
reduction (CTR) program with employers. CTR programs
discourage single-occupancy vehicle trips and
encourage alternative modes of transportation such as
carpooling, taking transit, walking, and biking, thereby reducing VMT and GHG emissions.

A multi-strategy program implemented by employers on
a voluntary basis. The measure must include elements
such as:
• Carpooling encouragement
• Ridesharing
• Discounted transit
• Guaranteed ride home
Yes
Retail
Office
Industrial
Mixed-Use
T-5
Up to 4%
(GHG
Handbook)
Employer costs may include
recurring costs for transit
subsidies, capital and
maintenance costs for the
alternative transportation
infrastructure, and labor costs for
staff to manage the program.

Where the local municipality has
a VMT reduction ordinance, costs
may include the labor costs for
government staff to track the
efficacy of the program.

The TDM calculation should
be based on the effectiveness
of the program and not each
individual measure to avoid
double-counting. To avoid
double-counting, this measure
cannot be applied alongside
the Mandatory Commute Trip
Reduction Program.

Boarnet, M., H. Hsu, and S. Handy. 2014. Impacts of EmployerBased Trip Reduction Programs and Vanpools on Passenger Vehicle Use and Greenhouse Gas Emissions. September. Available:
https://ww2.arb.ca.gov/sites/default/files/2020-
06/Impacts_of_EmployerBased_Trip_Reduction_Programs_and_Van pools_on_Passenger_Vehicle_Use_and_Greenhouse_Gas_Emissions_ Policy_Brief.pdf. Accessed: January 2021.

Retail
Office
Industrial
Mixed-Use
Employer costs may include
recurring, direct costs for transit
subsidies, capital and
maintenance costs for alternative
transportation infrastructure, and
labor costs for staff to manage
the program. If the local The TDM calculation should
Implement municipality has a mandatory be based on the effectiveness Commute Trip
Reduction
Program
(Mandatory
Implementation
A similar program to the Voluntary one described above, but where participation is required. A reduction goal is specified and ongoing monitoring and reporting assess
the program’s effectiveness.

Yes T-6
Up to 26%
(GHG
Handbook)
VMT reduction ordinance,
additional employer costs could
include non-compliance penalties
if the municipality fines CTR
programs that do not meet a
of the program and not each
individual measure to avoid
double-counting. To avoid
double-counting, this measure
cannot be applied alongside
Nelson/Nygaard Consulting Associates. 2015. Genentech–South San Francisco Campus TDM and Parking Report. June. Available:
http://ci-ssf-ca.granicus.com/MetaViewer.php?
view_id=2&clip_id=859&meta_id=62028. Accessed: January 2021 and Monitoring) VMT goal. Municipal costs may the Voluntary Commute Trip include the labor costs for Reduction Program.
government staff to track the
efficacy of the program,
which may be outweighed by
revenue generated from fines
collected from non-compliant
businesses.

Because free employee parking is a common benefit,
charging employees to park onsite increases the cost of choosing to drive to work. This is expected to reduce
single-occupancy vehicle commute trips, resulting
in decreased VMT, thereby reducing associated GHG
emissions.

Implement workplace parking via charging for parking,
charge above market rate pricing, and/or validating
parking for guests. Reductions apply only if
complementary strategies are in place to limit spill-over to on-street parking. Depending on project location and availability of alternative transportation options,
implementation of parking measures may require
implementing other supportive strategies.

Yes
Retail
Office
Industrial
Mixed-Use
T-12
Up to 20%
(GHG
Handbook)
Parking fees would be a direct,
recurring cost for employees.

Employer costs include labor
costs for program management
and monitoring, but this may be
offset by revenue generated by
the program
Lehner, S., Peer, S. 2019. The Price Elasticity of Parking: A Metaanalysis. Transportation Research Part A: Policy and Practice 121 2019. Available:
http://sustainabletransportationsc.org/garage/pdf/parking_elasticit y.pdf. Accessed: January 2021.

Employee
Parking Cashout
Provide employees with a choice of forgoing parking for a cash payment equivalent to the cost of the parking
space to the employer. Reductions apply only if
complementary strategies are in place to limit spill-over to on-street parking. Depending on project location and availability of alternative transportation options,
implementation of parking measures may require
implementing other supportive strategies.

Yes
Retail
Office
Industrial
Mixed-Use
T-13
Up to 12%
(GHG
Handbook)
Employer costs include the
recurring, direct cost for payment
to program participants and labor
costs for program management.

Employees that participate in the
program would achieve cost
savings through the cash-out
benefit and potentially through
reduced vehicle ownership and
usage.

Note this measure can be
paired with other commute
trip reduction strategies
(Measures T-7 through T-11).

Shoup, D. 2005. Parking Cash Out. Planners Advisory Service, American Planning Association.

Available: http://shoup.bol.ucla.edu/ParkingCashOut.pdf. Accessed:

January 2021.

Implement
Market Price
Public Parking
(On-Street)
This measure will price all on-street parking in a given community, with a focus on parking near central
business districts, employment centers, and retail
centers.

Might Apply
Retail
Office
Industrial
Mixed-Use
T-24
Up to 30%
(GHG
Handbook)
Municipalities may incur costs
from installing the meter network,
which may require meters at
individual spaces or at more
central terminals. There would
also be staffing costs to monitor
the metered spaces and collect
payments. Residents also incur a
cost by having to pay for onstreet parking. A portion of costs to the municipality may be offset
through revenue collected by the
parking system.

Pierce, G., and D. Shoup. 2013. Getting the Prices Right: An Evaluation of Pricing Parking by Demand in San Francisco. Journal of the American Planning Association 79(1)67–81. May. Available:
https://www.tandfonline.com/doi/pdf/10.1080/01944363.2013.787 307?needAccess=tr
Accessed: January 2021.

Residential Measures
Integrate
Affordable and
Below Market
Rate Housing
This measure requires below market rate (BMR) housing.

BMR housing provides greater opportunity for lower
income families to live closer to job centers and achieve a jobs/housing match near transit. It is also an important strategy to address the limited availability of affordable housing that might force residents to live far away from jobs or school, requiring longer commutes. The
Yes Residential
Mixed-Use
T-4
Up to 28.6%
(GHG
Handbook)
Depending on the source of the
affordable subsidy, BMR housing
may have implications for
development costs but would
also have the benefit of reducing
costs for public services, similar to
Reduction applies to all
project-generated trips.

Multifamily residential units
must be permanently
dedicated as affordable for
lower income families.

California Department of Housing and Community Development. 2021. Income Limits. Available:https://www.hcd.ca.gov/grantsfunding/incomelimits/index.shtml#:~:text=%E2%80%9CAffordable%20housing%2 0cost%E2%80%9D%20for%20lower,of%20gross%20income%2C%2
0with%20variations. Accessed; November 2021.

Measure T-1, Increase Residential
Density.

Institute of Transportation Engineers (ITE). 2021. Trip Generation Manual. 11th Edition. Available:
https://www.ite.org/technical-resources/topics/trip-and-parkinggeneration/. Accessed; November 2021.

Limit Residential
Parking Supply
This measure will reduce the total parking supply
available at a residential project or site. Limiting the amount of parking available creates scarcity and adds
additional time and inconvenience to trips made by
private auto, thus disincentivizing driving as a mode of travel. Reducing the convenience of driving results in a shift to other modes and decreased VMT and thus a
reduction in GHG emissions.

Evidence of the effects of reduced parking supply is
strongest for residential developments.

Eliminate or reduce total parking supply for residential projects or sites. This measure does not work if project is within walking distance of unrestricted street parking or other parking is available.

Might apply Residential T-15
Up to 13.7%
(GHG
Handbook)
Reducing residential parking
supply, especially in high density
residential areas, can have highcost savings if it reduces the need for additional investment in
parking infrastructure. Some of
these savings may be offset by
investments in alternative
transport solutions, which will
need to be robust to ensure that
residents can effectively travel to
work and all other destinations
without a car.

Parking demand is calculated
based on project build square
footage or number of
dwelling units. Reductions are
only applied to VMT
generated by residents in
mixed-use projects.

California Department of Transportation (Caltrans). 2012. California Household Travel Survey (CHTS).

Available: https://www.nrel.gov/transportation/securetransportation-data/tsdc-california-travel-survey.html. Accessed:

January 2021.

Chatman, D. 2013. Does TOD need the T? On the importance of factors other than rail access. Journal of the American Planning Association 79(1). Available:
https://trid.trb.org/view/1243004.Accessed: January 2021.

Institute of Transportation Engineers (ITE). 2019. Parking Generation Manual. 5th Edition. February.

Available:
https://ecommerce.ite.org/IMIS/ItemDetail?iProductCode=PG5- ALL. Accessed: May 2021.

Unbundle
Residential
Parking Costs
from
Property Cost
This measure will unbundle, or separate, a residential
project’s parking costs from property costs, requiring
those who wish to purchase parking spaces to do so at
an additional cost. On the assumption that parking costs are passed through to the vehicle owners/drivers
utilizing the parking spaces, this measure results in
decreased vehicle ownership and, therefore, a reduction in VMT and GHG emissions. Unbundling may not be
available to all residential developments, depending on funding sources.

Reductions apply only if complementary strategies are in place to limit spill-over to on-street parking. Note that this may require coordination with the local agency as
proposed supply may not be consistent with policy
requirements. Depending on project location and
availability of alternative transportation options,
implementation of parking measures may require
implementing other supportive strategies.

Might apply Residential T-16
Up to 15.7%
(GHG
Handbook)
Unbundling residential parking
costs from property costs may
decrease revenue for property
owners. This loss may be partially
offset by reduced costs needed to
maintain parking facilities with
less car occupancy and the
potential for non-resident parking
as a supplementary income
stream. For residents, reduced
fees and the ability to go without
owning a car is a major cost
benefit.

Municipalities also benefit from a
reduction of cars on the road,
which can lead to lower
infrastructure and roadway
maintenance costs.

Reductions apply to
residential land uses only.

AAA. 2019. Your Driving Costs. September. Available:
https://exchange.aaa.com/wpcontent/uploads/2019/09/AAA-Your-Driving-Costs-2019.pdf.

Accessed: January 2021.

Federal Highway Administration (FHWA). 2017. National
Household Travel Survey – 2017 Table Designer. Annual VMT / Vehicle by Count of Household Vehicles in California. Available:
https://nhts.ornl.gov/. Accessed: March 2021.

Litman, T. 2020. Parking Requirement Impacts on Housing Affordability. June. Available:
https://www.vtpi.org/park-hou.pdf. Accessed: January 2021.

Employment and Residential Measures
Increase
Residential
Density
This measure accounts for the VMT reduction achieved
by a project that is designed with a higher density of
dwelling units (du) compared to the average residential Yes
Residential
Mixed-Use T-1 30% (GHG
Handbook)
Depending on the location,
increasing residential density may
Calculations are most
accurately quantified for
larger developments or
Ewing, R., K. Bartholomew, S. Winkelman, J. Walters, and D. Chen. 2007. Growing Cooler: The
City of Santa Fe Springs Transportation Study Guidelines Method Description
Applies at
Project
Scale?
Applicable
Land Use
GHG
Handbook
Measure (if
applicable)1
Range of
Effectiveness3 Cost Considerations GHG Handbook Calculation Notes Literature or Evidence Cited
density in the U.S. Increased densities affect the distance people travel and provide greater options for the mode
of travel they choose. Increasing residential density
results in shorter and fewer trips by single-occupancy
vehicles and thus a
reduction in GHG emissions. This measure is best
quantified when applied to larger developments and
developments where the density is somewhat similar to
the surrounding area due to the underlying research
being founded in data from the neighborhood level.

Applied for projects that provide higher density of
dwelling units compared to the national average
residential density.
increase housing and
development costs. However, the
costs of
providing public services, such as
health care, education, policing,
and transit, are generally lower in
more dense areas where things
are closer together. Infrastructure
that provides drinking water and
electricity also operates more
efficiently when the service and
transmission area is reduced.

Local governments may provide
approval streamlining benefits or
financial incentives for infill and
high-density residential projects.
developments with density
somewhat similar to the
existing surrounding
neighborhood.

Evidence on Urban Development and Climate Change. October.

Available:
https://www.nrdc.org/sites/default/files/cit_07092401a.pdf.

Accessed: January 2021.

Stevens, M. 2016. Does Compact Development Make People Drive Less? Journal of the American Planning Association 83:1(7–18), DOI: 10.1080/01944363.2016.1240044. November. Available:
https://www.researchgate.net/publication/309890412_Does_Comp act_Development_Make_People_Drive_Less. Accessed: January 2021.

Increase Job
Density
This measure accounts for the VMT reduction achieved
by a project that is designed with a higher density of
jobs compared to the average job density in the U.S.

Increased densities affect the distance people travel and provide greater options for the mode of travel they
choose. Increasing job density results in shorter and
fewer trips by single-occupancy vehicles and thus a
reduction in GHG emissions.

Applied for projects that provide higher density of jobs compared to the national average job density.

Yes
Retail
Office
Industrial
Mixed-Use
T-2
30% (GHG
Handbook)
Areas with increased job density
generally have higher economic
gross metropolitan product
(GMP) and job growth. Prosperity,
measured as GMP per job, also
grows faster in areas with
increased job density. Decreased
commute times and car use may
also generate funds for public
transit and reduce the need for
infrastructure spending on road
maintenance.

Calculations are most
accurately quantified for
larger developments or
developments with density
somewhat similar to the
existing surrounding
neighborhood.

Institute of Transportation Engineers (ITE). Trip Generation Manual. 10th Edition. Available:
https://www.ite.org/technical-resources/topics/trip-and-parkinggeneration/trip-generation-10th-edition-formats/. Accessed:

January 2021.

Provide TransitOriented
Development
TOD refers to projects built in compact, walkable
areas that have easy access to public transit, ideally in a location with a mix of uses, including housing, retail
offices, and community facilities.

Yes
Residential
Retail
Office
Industrial
Mixed-Use
T-3 31% (GHG
Handbook)
TOD reduces car use and car
ownership rates, providing cost
savings to residents. It can also
increase property values and
public transit use rates, providing
additional revenue to
municipalities, as well as open
new markets for business
development. Increased transit
use will likely necessitate
increased spending on
maintaining and improving public
transit systems, the costs of which
may be high.

Federal Highway Administration. 2017a. National Household Travel Survey–2017 Table Designer.Travel Day PMT by TRPTRANS by HH_CBSA. Available: https://nhts.ornl.gov/. Accessed: January 2021.

Federal Highway Administration. 2017b. National Household Travel Survey – 2017 Table Designer. Average Vehicle Occupancy by HHSTFIPS. Available: https://nhts.ornl.gov/. Accessed: January 2021.

Lund, H., R. Cervero, and R. Wilson. 2004. Travel Characteristics of Transit-Oriented Development in California. January. Available:
https://community-wealth.org/sites/clone.communitywealth.org/files/downloads/report-lund-cerv-wil.pdf. Accessed:

January 2021.

Information sharing and marketing promote and
educate employees about their travel choices to the
employment location beyond driving such as
carpooling, taking transit, walking, and biking, thereby reducing VMT and GHG emissions.

Yes
Residential
Retail
Office
Industrial
Mixed-Use
T-7
Up to 4.0%
(GHG
Handbook)
Employer costs include labor and
materials for development and
distribution of survey and
marketing materials to promote
the program and educate
potential participants.

Quantification applies at
citywide scale and must be
adjusted to reflect projectspecific reductions. VMT
mitigation potential is based
on analyzing docked (i.e.,
station-based) programs.

Note that percentage VMT
reductions from Project-Level
and Community-Level
measures must be calculated
separately.

Transportation Research Board (TRB). 2010. Traveler Response to Transportation System Changes Handbook, Third Edition: Chapter 19, Employer and Institutional TDM Strategies. June. Available:
http://www.trb.org/Publications/Blurbs/163781.aspx. Accessed:

January 2021.

Provide
Ridesharing
Program
This measure will implement a ridesharing program and
establish a permanent transportation management
association with funding requirements for employers.

Ridesharing encourages carpooled vehicle trips in place of single-occupied vehicle trips, thereby
reducing the number of trips, VMT, and GHG emissions.

This strategy focuses on encouraging carpooling by
project site/building tenants. Existing ride-share
companies could also be leveraged by providing
subsidies for shared ride purchases (e.g., Waze Carpool or equivalent).

Yes
Residential
Retail
Office
Industrial
Mixed-Use
T-8
Up to 8%
(GHG
Handbook)
Costs of developing,
implementing, and maintaining a
rideshare program in a way that
encourages participation are
generally borne by municipalities
or employers. The beneficiaries
include the program participants
saving on commuting costs, the
employer reducing onsite parking
expenses, and the municipality
reducing cars on the road, which
leads to lower infrastructure and
roadway maintenance costs.

Project should be within 1
mile of high-quality transit
service (rail or bus with
headways less than 15
minutes), 0.5 mile of local or
less frequent transit service, or
along a designated shuttle
route providing last-mile
connections to rail service.

San Diego Association of Governments (SANDAG). 2019. Mobility Management VMT Reduction Calculator Tool–Design Document.

June. Available: https://www.icommutesd.com/docs/defaultsource/planning/tool-design-document_final_7-17-

19.pdf?sfvrsn=ec39eb3b_2. Accessed: January 2021.

Reducing the out-of-pocket cost for choosing transit
improves the competitiveness of transit against driving, increasing the total number of transit trips and
decreasing vehicle trips. This decrease in vehicle trips results in reduced VMT and thus a reduction in GHG
emissions.

Example applications include subsidized, discounted, or free out-of-pocket costs for daily or monthly public
transit passes.

Yes
Residential
Retail
Office
Industrial
Mixed-Use
T-9
Up to 5.5%
(GHG
Handbook)
The employer cost is the
recurring, direct cost for transit
subsidies.

The subsidies will lower the per
capita income of the transit
service, decreasing the revenue of
the local transit agency. This
cost may be offset by increased
revenue from increased ridership.

The beneficiaries include the
program participants saving on
commuting cost, the employer
reducing onsite parking expenses,
and the municipality reducing
cars on the road, which leads to
lower infrastructure and roadway
maintenance costs.

Measure can be paired with
other commute trip reduction
strategies (Measures T-7
through T-13) for increased
reductions. Combined
implementation of all
measures is capped at 45%.

Federal Highway Administration (FHWA). 2017. National
Household Travel Survey–2017 Table Designer. Travel Day PMT by TRPTRANS by HH_CBSA, Workers by WRKTRANS by HH_CBSA.

Available: https://nhts.ornl.gov/. Accessed: January 2021.

Handy, L. and S. Boarnet. 2013. Impacts of Transit Service Strategies on Passenger Vehicle Use and Greenhouse Gas
Emissions. Available:
http://www.arb.ca.gov/cc/sb375/policies/transitservice/transit_brief .pdf. Accessed: January 2021.

Litman, T. 2020. Transit Price Elasticities and Cross-elasticities.

Victoria Transport Policy Institute. April.

Available: https://www.vtpi.org/tranelas.pdf. Accessed: January 2021.

Taylor, B., D. Miller, H. Iseki, and C. Fink. 2008. Nature and/or Nurture? Analyzing the Determinants of Transit Ridership Across US Urbanized Areas. Transportation Research Part A: Policy and Practice, 43(1), 60-77. Available:
https://citeseerx.ist.psu.edu/viewdoc/download?doi=10.1.1.367.53 11&rep=rep1&type=pdf. Accessed: January 2021
Provide End-ofTrip Bicycle
Facilities
This measure will install and maintain end-of-trip
facilities for employee use. End-of-trip facilities include bike parking, bike lockers, showers, and personal
lockers. The provision and maintenance of secure bike
parking and related facilities encourages commuting by
bicycle, thereby reducing VMT and GHG emissions.

Non-residential projects provide facilities such as
showers or secure bike lockers to encourage commuting
by bike. This strategy is supportive in nature and can
help boost the effectiveness of the other strategies
listed.

Yes
Retail
Office
Industrial
Mixed-Use
T-10
Up to 4.4%
(GHG
Handbook)
Employer costs include capital
and maintenance costs for
construction and maintenance of
facilities and potentially labor
and materials costs for staff to
monitor facilities and provide
marketing to encourage use of
new facilities. The beneficiaries
include the program participants
saving on commuting cost, the
employer reducing onsite parking
expenses, and the municipality
reducing cars on the road, which
leads to lower infrastructure and
roadway maintenance costs.

Measure could be paired with
other commute trip reduction
measures (Measures T-8
through T-13) as a
comprehensive CTR program
(Measure T-5 or T-6).

Combined implementation of
all measures is capped at 45%.

Buehler, R. 2012. Determinants of bicycle commuting in the Washington, DC region: The role bicycle parking, cyclist showers, and free car parking at work. Transportation Research Part D, 17, 525–531. Available:
http://www.pedbikeinfo.org/cms/downloads/DeterminantsofBicycl eCommuting.pdf.

Accessed: January 2021.

Federal Highway Administration (FHWA). 2017a. National
Household Travel Survey–2017 Table Designer. Travel Day PT by TRPTRANS by HH_CBSA. Available: https://nhts.ornl.gov/.

Accessed: January 2021.

Federal Highway Administration (FHWA). 2017b. National
Household Travel Survey–2017 Table Designer. Workers by WRKTRANS by HH_CBSA. Available: https://nhts.ornl.gov/.

Accessed: January 2021.

Yes
Office
Industrial
Mixed-Use
T-11
Up to 20.4%
(GHG
Handbook)
Employer costs primarily include
the capital costs of vehicle
acquisition and the labor costs of
drivers, either through incentives
to current employees or the
hiring of dedicated drivers. The
beneficiaries include the program
participants saving on
commuting cost, the employer
reducing onsite parking expenses,
and the municipality reducing
cars on the road, which leads to
lower infrastructure and roadway
maintenance costs.

Measure could be paired with
other commute trip reduction
measures (Measures T-7
through T-13).

California Air Resources Board (CARB). 2020. EMFAC2017 v1.0.3.

August. Available:
https://arb.ca.gov/emfac/emissions-inventory. Accessed: January 2021.

Federal Highway Administration (FHWA). 2017. National
Household Travel Survey–2017 Table Designer. Travel Day VT by HH_CBSA by TRPTRANS by TRIPPURP. Available:
https://nhts.ornl.gov/.

Accessed: January 2021.

Intergovernmental Panel on Climate Change (IPCC). 2007. Climate Change 2007: The Physical Science Basis. Contribution of Working Group I to the Fourth Assessment Report of the Intergovernmental Panel on Climate Change [Solomon, S., D. Qin, M. Manning, Z.

Chen, M. Marquis, K. B. Averyt, M. Tignor and H.L. Miller (eds.)].

Cambridge University Press, Cambridge, United Kingdom and New York, NY, USA, 996 pp. Available:
https://www.ipcc.ch/report/ar4/wg1/.Accessed: January 2021.

San Diego Association of Governments (SANDAG). 2019. Mobility Management VMT Reduction Calculator Tool–Design Document.

June. Available: https://www.icommutesd.com/docs/defaultsource/planning/tooldesign-document_final_7-17-19.pdf?sfvrsn=ec39eb3b_2. Accessed:

January 2021.

City of Santa Fe Springs Transportation Study Guidelines Provide Electric
Vehicle Charging
Infrastructure
Install onsite electric vehicle chargers in an amount
beyond what is required by the 2019 California Green
Building Standards (CALGreen) at buildings with
designated parking areas (e.g., commercial, educational, retail, multifamily). This will enable drivers of PHEVs to drive a larger share of miles in electric mode (eVMT), as opposed to gasoline-powered mode, thereby displacing
GHG emissions from gasoline consumption with a lesser
amount of indirect emissions from electricity. Most
PHEVs owners charge their vehicles at home overnight.

When making trips during the day, the
vehicle will switch to gasoline mode if/when it reaches its maximum all-electric range.

Yes
Residential
Retail
Office
Industrial
Mixed-Use
T-14
Up to 11.9%
(GHG
Handbook)
The primary costs associated with
electric vehicle charging
infrastructure include the capital
costs of purchasing and installing
charging stations, electricity costs
from use of stations, and
maintenance costs of keeping the
charging stations in working
order. Costs initially fall to the
station owners, either
municipalities or private owners,
but can be passed along to
station users with
usage fees. Depending on station
placement and charging times
required for PHEVs, businesses
near charging stations can derive
benefits from patronage of
station users.

Reduction is calculated for all
household trips in the
surrounding neighborhood,
offsetting VMT impacts arising
from the project. VMT
reduction is associated with
expansion of sidewalk
coverage, which includes
building of new sidewalks and
improving degraded or
substandard sidewalk.

Sidewalk measurements
should be collected on both
sides of the street.

A reasonableness check
should be performed using an
average walk trip length of 0.5
miles to determine how many
new walk trips result from this
measure. If the VMT reduced
divided by 0.5 miles results in
a large number of new daily
walk trips, the VMT reduction
should be adjusted.

Note that percentage VMT
reductions from Project-Level
and Community-Level
measures must be calculated
separately.

California Air Resources Board (CARB). 2017. Advanced Clean Cars Mid-Term Report, Appendix G: Plug-in Electric Vehicle In-Use and Charging Data Analysis. Available:
https://ww2.arb.ca.gov/resources/documents/2017-midtermreview-report. Accessed: January 2021.

California Air Resources Board (CARB). 2019. Final Sustainable Communities Strategy Program and Evaluation Guidelines
Appendices. November. Available:
https://ww2.arb.ca.gov/sites/default/files/201911/Final%20SCS%20 Program%20and%20Evaluation%20Guidelines%20Appendices.pdf.

Accessed:

January 2021.

California Air Resources Board (CARB). 2020a. EMFAC2017 v1.0.3.

August. Available:
https://arb.ca.gov/emfac/emissions-inventory. Accessed: January 2021.

California Air Resources Board (CARB). 2020b. Unofficial electronic version of the Low Carbon Fuel Standard Regulation. Available:
https://ww2.arb.ca.gov/sites/default/files/2020-
07/2020_lcfs_fro_oal-approved_unofficial_06302020.pdf
California Air Resources Board (CARB). 2021. OFFROAD2017– ORION. Available:
https://arb.ca.gov/emfac/emissions-inventory. Database queried by Ramboll and provided electronically to ICF. March 2021.

California Utilities. 2021. Excel database of GHG emission factors for delivered electricity, provided to the Sacramento Metropolitan Air Quality Management District and ICF. January through March 2021.

California Building Standards Commission (CBSC). 2019. Green Building Standards Code, Title 24, Part 11. Appendix A5 – Nonresidential Voluntary Measures. Table A5.601 Nonresidential Buildings: Green Building Standards Code Proposed Performance Approach. July. Available:
https://codes.iccsafe.org/content/CAGBSC2019/appendix-a5- nonresidential-voluntary-measures.

Accessed: May 2021.

Chen, M. Marquis, K. B. Averyt, M. Tignor and H.L. Miller (eds.)].

Cambridge University Press, Cambridge, United Kingdom and New York, NY, USA, 996 pp. Available:
https://www.ipcc.ch/report/ar4/wg1/. Accessed: January 2021.

U.S. Department of Energy (U.S. DOE). 2021. Download Fuel Economy Data. January. Available:
https://www.fueleconomy.gov/feg/download.shtml. Accessed:

January 2021.

Might apply
Residential
Retail
Office
Industrial
Mixed-Use
T-18
Up to 6.4%
(GHG
Handbook)
Depending on the improvement,
capital and infrastructure costs
may be high. However,
improvements to the pedestrian
network will increase pedestrian
activity, which can increase
businesses patronage and
provide a local economic benefit.

The local municipality may
achieve cost savings through a
reduction of cars
on the road leading to lower
infrastructure and roadway
maintenance costs.

Reduction is calculated for all
trips in the surrounding
neighborhood, offsetting VMT
impacts arising from the
project. This measure reduces
VMT on the roadway segment
parallel to the bicycle facility
(i.e., the corridor). An
adjustment factor is included
in the formula to scale the
VMT reduction from the
corridor level to the
plan/community level.

A reasonableness check
should be performed using an
average bike trip length of 2
miles to determine how many
new bike trips result from this
measure. If the VMT reduced
divided by 2 miles results in a
large number of new daily
bike trips, the VMT reduction
should be adjusted.

Note that percentage VMT
reductions from Project-Level
and Community-Level
measures must be calculated
separately.

Frank, L., M. Greenwald, S. Kavage, and A. Devlin. 2011. An Assessment of Urban Form and Pedestrian and Transit
Improvements as an Integrated GHG Reduction Strategy. WSDOT Research Report WA-RD 765.1, Washington State Department of Transportation. April. Available:
www.wsdot.wa.gov/research/reports/fullreports/765.1.pdf.

Accessed: January 2021.

Handy, S., S. Glan-Claudia, and M. Boarnet. 2014. Impacts of Pedestrian Strategies on Passenger Vehicle Use and Greenhouse Gas Emissions: Policy Brief. September. Available:
https://ww2.arb.ca.gov/sites/default/files/2020-
06/Impacts_of_Pedestrian_Strategies_on_Passenger_Vehicle_Use_a nd_Greenhouse_Gas_Emissions_Policy_Brief.pdf. Accessed: January 2021.

Construct or
Improve Bike
Facility
This measure will construct or improve a single bicycle lane
facility (only Class I, II, or IV) that connects to a larger existing bikeway network. Providing bicycle
infrastructure helps to improve biking conditions within an area. This encourages a mode shift on the roadway
parallel to the bicycle facility from vehicles to bicycles, displacing VMT and thus reducing GHG emissions.

When constructing or improving a bicycle facility, a best practice is to consider local or state bike lane width
standards. A variation of this measure is provided as T19-B, Construct or Improve Bike Boulevard.

Might apply
Residential
Retail
Office
Industrial
Mixed-Use
T-19-A
Up to 0.8%
(GHG
Handbook)
Capital and infrastructure costs
for new bike facilities may be
high. The local municipality may
achieve cost savings through a
reduction of cars on the road
leading to lower infrastructure
and roadway maintenance costs.

Available:
http://www.pedbikeinfo.org/cms/downloads/DeterminantsofBicycl eCommuting.pdf.

Accessed: January 2021.

Federal Highway Administration (FHWA). 2017a. National
Household Travel Survey–2017 Table Designer. Travel Day PT by TRPTRANS by HH_CBSA. Available: https://nhts.ornl.gov/.

Accessed:

January 2021.

Federal Highway Administration (FHWA). 2017b. National
Household Travel Survey–2017 Table Designer. Workers by WRKTRANS by HH_CBSA. Available: https://nhts.ornl.gov/.

Accessed: January 2021
City of Santa Fe Springs Transportation Study Guidelines Method Description
Applies at
Project
Scale?
Applicable
Land Use
GHG
Handbook
Measure (if
applicable)1
Range of
Effectiveness3 Cost Considerations GHG Handbook Calculation Notes Literature or Evidence Cited
Construct or
Improve Bike
Boulevard
Construct or improve a single bicycle boulevard that
connects to a larger existing bikeway network. Bicycle
boulevards are a designation within Class III Bikeway
that create safe, low-stress connections for people
biking and walking on streets. This encourages a mode
shift from
vehicles to bicycles, displacing VMT and thus reducing
GHG emissions. A variation of this measure is provided
as T-19-A, Construct or Improve Bike Facility, which is for Class I, II, or IV bicycle infrastructure.

Might apply
Retail
Office
Industrial
Mixed-Use
T-19-B
Up to 0.2%
(GHG
Handbook)
Capital and infrastructure costs
for new bike boulevards may be
high, though lower than
implementing the same length of
protected bicycle lanes (Class IV).

After the bike boulevard is
complete, the local municipality
may achieve cost savings from
reduced infrastructure and
roadway maintenance costs.

California Air Resources Board (CARB), California Department of Public Health (CDPH), and Nicholas Linesch Legacy Fund. 2020.

Integrated Transport and Health Impact Model. Available:
https://skylab.cdph.ca.gov/HealthyMobilityOptionToolITHIM/#Home. Accessed: September 17, 2021.

Federal Highway Administration (FHWA). 2017a. National
Household Travel Survey–2017 Table Designer. Travel Day PT by TRPTRANS by HH_CBSA. Available: https://nhts.ornl.gov/.

Accessed: January 2021.

Federal Highway Administration (FHWA). 2017b. National
Household Travel Survey–2017 Table Designer. Workers by WRKTRANS by HH_CBSA. Available: https://nhts.ornl.gov/.

Accessed: January 2021.

Schwartz, S. 2021. Planning for Stress Free Connections: Estimating VMT Reductions. February.

Implement
Conventional
Carshare
Program
This measure will increase carshare access in the user’s community by deploying conventional carshare vehicles.

Might apply
Residential
Retail
Office
Industrial
Mixed-Use
T-21-A
Up to 0.15%
(GHG
Handbook)
The costs incurred by the
carshare program service
manager (typically a municipality
or carshare company) may
include the capital costs of
purchasing vehicles; costs of
storing, maintaining, and
replacing the fleet; and costs for
marketing and administration.

Some of these costs may be
offset by income generated
through program use.

Martin, E. and S. Shaheen. 2016. The Impacts of Car2go on Vehicle Ownership, Modal Shift, Vehicle Miles Traveled, and Greenhouse Gas Emissions: An Analysis of Five North American Cities. July.

Available: https://tsrc.berkeley.edu/publications/impacts-car2govehicle-ownership-modal-shift-vehicle-miles-traveled-andgreenhouse-gas. Accessed: March 2021.

San Diego Association of Governments (SANDAG). 2019. Mobility Management VMT Reduction Calculator Tool – Design Document.

June. Available: https://www.icommutesd.com/docs/defaultsource/planning/tool-design-document_final_7-17-

19.pdf?sfvrsn=ec39eb3b_2. Accessed: January 2021.

Carsharing offers people convenient access to a vehicle for personal or commuting purposes. This helps
encourage transportation alternatives and reduces
vehicle ownership, thereby avoiding VMT and associated
GHG emissions. This also encourages a mode shift from
internal combustion engine vehicles to electric vehicles, displacing the
emissions-intensive fossil fuel energy with less
emissions-intensive electricity. Electric carshare vehicles require more staffing support compared to conventional
carshare programs for shuttling electric vehicles to and from charging points.

Might apply
Residential
Retail
Office
Industrial
Mixed-Use
T-21-B
Up to 0.18%
(GHG
Handbook)
Costs incurred by the service
manager (e.g., municipality,
carshare company) may include
the capital costs of purchasing
vehicles; costs of storing,
maintaining, and replacing the
fleet; and costs for marketing and
administration. Some of these
costs may be offset by income
generated through program use.

Participants’ recurring costs of
renting a carshare vehicle may be
offset by the cost savings from
access to cheaper transportation.

California Air Resources Board (CARB). 2020a. EMFAC2017 v1.0.3.

August. Available:
https://arb.ca.gov/emfac/emissions-inventory. Accessed: January 2021.

California Air Resources Board (CARB). 2020b. Unofficial electronic version of the Low Carbon FuelStproved_unofficial_06302020.pdf California Utilities. 2021. Excel database of GHG emission factors for delivered electricity, provided to the Sacramento Metropolitan Air Quality Management District and ICF. January through March 2021.

Chen, M. Marquis, K. B. Averyt, M. Tignor and H.L. Miller (eds.)].

Cambridge University Press, Cambridge, United Kingdom and New York, NY, USA, 996 pp. Available:
https://www.ipcc.ch/report/ar4/wg1/. Accessed: January 2021.

Martin, E. and Shaheen, S. 2016. The Impacts of Car2go on Vehicle Ownership, Modal Shift, Vehicle Miles Traveled, and Greenhouse Gas Emissions: An Analysis of Five North American Cities. July.

Available: https://tsrc.berkeley.edu/publications/impacts-car2govehicle-ownership-modal-shift-vehicle-miles-traveled-andgreenhouse-gas. Accessed: March 2021.

San Diego Association of Governments (SANDAG). 2019. Mobility Management VMT Reduction Calculator Tool – Design Document.

June. Available: https://www.icommutesd.com/docs/defaultsource/planning/tool-design-document_final_7-17-

19.pdf?sfvrsn=ec39eb3b_2. Accessed: January 2021.

U.S. Department of Energy (U.S. DOE). 2021. Download Fuel Economy Data. January. Available:
https://www.fueleconomy.gov/feg/download.shtml. Accessed:

January 2021.

Bikeshare
programs provide users with on-demand access to bikes
for short-term rentals. This encourages a mode shift
from vehicles to bicycles, displacing VMT and thus
reducing GHG emissions. Variations of this measure are
described in Measure T-22-B, Implement Electric
Bikeshare Program, and Measure T-22-C, Implement
Scootershare Program.

Note that this measure is most applicable to the denser suburban areas and will be most effective when
complemented by enhanced bike facilities.

Might apply
Residential
Retail
Office
Industrial
Mixed-Use
T-22-A
Up to 0.02%
(GHG
Handbook)
The costs incurred by the service
manager (e.g., municipality or
bikeshare company) may include
the capital costs for purchasing a
bicycle fleet; installing accessible
and secure docking stations;
storing, maintaining, and
replacing the fleet; and marketing
and administration. Some of
these costs may be offset by
income generated through
program use. Program
participants will benefit
from the cost savings from access
to cheaper transportation
alternatives (compared to private
vehicles, private bicycles, or use
of ride-hailing services). The local
municipality may achieve cost
savings through a reduction of
cars on the road leading to lower
infrastructure and roadway
maintenance costs.

VMT mitigation potential is
based on analyzing docked
(i.e., station-based) programs.

Note that percentage VMT
reductions from Project-Level
and Community-Level
measures must be calculated
separately.

Federal Highway Administration (FHWA). 2017. National
Household Travel Survey–2017 Table Designer. Travel Day PT by TRPTRANS by HH_CBSA. Available: https://nhts.ornl.gov/.

Accessed: January 2021.

Federal Highway Administration (FHWA). 2018. Summary of Travel Trends 2017–National Household Travel Survey. July. Available:
https://www.fhwa.dot.gov/policyinformation/documents/2017_nht s_summary_travel_trends.pdf. Accessed: January 2021.

Lazarus, J., J. Pourquier, F. Feng, H. Hammel, and S. Shaheen. 2019.

Bikesharing Evolution and Expansion: Understanding How Docked and Dockless Models Complement and Compete – A Case Study of San Francisco. Paper No. 19-02761. Annual Meeting of the Transportation Research Board: Washington, D.C. Available:
https://trid.trb.org/view/1572878. Accessed: January 2021.

McQueen, M., G. Abou-Zeid, J. MacArthur, and K. Clifton. 2020.

Transportation Transformation: Is Micromobility Making a Macro Impact on Sustainability? Journal of Planning Literature.

November. Available: https://doi.org/10.1177/0885412220972696.

Accessed: March 2021.

Metropolitan Transportation Commission (MTC). 2017. Plan Bay Area 2040 Final Supplemental Report–Travel Modeling Report.

July. Available: http://2040.planbayarea.org/files/2020- 02/Travel_Modeling_PBA2040_Supplemental%20Report_7-
2017.pdf. Accessed: January 2021.

Implement
Electric
Bikeshare
Program
This measure will establish an electric bikeshare
program. Electric bikeshare programs provide users with on-demand access to electric pedal assist bikes for
short-term rentals. This encourages a mode shift from
vehicles to electric bicycles, displacing VMT and
reducing GHG emissions. Variations of this measure are
described in Measure T-22-A, Implement Pedal (NonElectric) Bikeshare Program, and Measure T-22-C, Implement Scootershare Program.

Might apply
Residential
Retail
Office
Industrial
Mixed-Use
T-22-B
Up to 0.06%
(GHG
Handbook)
The costs incurred by the service
manager (e.g., municipality or
bikeshare company) may include
the capital costs for purchasing a
bicycle fleet; installing accessible
and secure charging stations;
storing, maintaining, and
replacing the fleet; and marketing
and administration. Some of
these costs may be offset by
income generated through
program use. Program
participants will benefit
from the cost savings from access
to cheaper transportation
alternatives (compared to private
vehicles, private bicycles, or use
of ride-hailing services). The local
municipality may achieve cost
savings through a reduction of
cars on the road leading to lower
infrastructure and roadway
maintenance costs.

VMT mitigation potential is
based on analyzing docked
(i.e., station-based) programs.

Note that percentage VMT
reductions from Project-Level
and Community-Level
measures must be calculated
separately.

Federal Highway Administration (FHWA). 2017. National
Household Travel Survey–2017 Table Designer. Travel Day PT by TRPTRANS by HH_CBSA. Available: https://nhts.ornl.gov/.

Accessed: January 2021.

Fitch, D., H. Mohiuddin, and S. Handy. 2021. Examining the Effects of the Sacramento Dockless E-Bike Share on Bicycling and Driving.

MDPI: Sustainability. January. Available:
https://www.mdpi.com/2071-1050/13/1/368. Accessed: March 2021.

Metropolitan Transportation Commission (MTC). 2017. Plan Bay Area 2040 Final Supplemental Report–Travel Modeling Report.

July. Available:
http://2040.planbayarea.org/files/202002/Travel_Modeling_PBA20 40_Supplemental%20Report_7-2017.pdf. Accessed: January 2021.

Scootershare programs provide users with on-demand
access to electric scooters for short-term rentals. This encourages a mode shift from vehicles to scooters,
displacing VMT and thus reducing GHG emissions.

Might apply
Residential
Retail
Office
Industrial
Mixed-Use
T-22-C
Up to 0.07%
(GHG
Handbook)
The costs incurred by the service
manager (e.g., municipality or
scootershare company) may
include the capital costs for
purchasing a scooter fleet;
installing accessible and secure
docking stations; storing,
maintaining, and replacing the
fleet; and marketing and
administration. Some of these
costs may be offset by income
generated through program use.

Program participants will benefit
from cost savings from access to
cheaper transportation
alternatives (compared to private
vehicles, private scooters, or use
of ride-hailing services). The local
municipality may achieve cost
savings through a reduction of
cars on the road
leading to lower infrastructure
and roadway maintenance costs.

VMT mitigation potential is
based on analyzing docked
(i.e., station-based) programs.

Note that percentage VMT
reductions from Project-Level
and Community-Level
measures must be calculated
separately.

Federal Highway Administration (FHWA). 2017. National
Household Travel Survey–2017 Table Designer. Travel Day PT by TRPTRANS by HH_CBSA. Available: https://nhts.ornl.gov/.

Accessed: January 2021.

Metropolitan Transportation Commission (MTC). 2017. Plan Bay Area 2040 Final Supplemental Report–Travel Modeling Report.

July. Available:
http://2040.planbayarea.org/files/202002/Travel_Modeling_PBA20 40_Supplemental%20Report_7-2017.pdf. Accessed: January 2021.

McQueen, M., G. Abou-Zeid, J. MacArthur, and K. Clifton. 2020.

Transportation Transformation: Is Micromobility Making a Macro Impact on Sustainability? Journal of Planning Literature.

November.

Available: https://doi.org/10.1177/0885412220972696. Accessed:

March 2021.

Portland Bureau of Transportation (PBOT). 2021. Portland Bureau of Transportation E-Scooter Dashboard. Available:
https://public.tableau.com/profile/portland.bureau.of.transportatio n#!/vizhome/PBOTE
ScooterTripsDashboard/ScooterDashboard. Accessed: March 2021.

Might apply
(coordination
with transit
agency
required)
Residential
Retail
Office
Industrial
Mixed-Use
T-25 4.6% (GHG
Handbook)
Infrastructure costs for extending
the physical network coverage of
a transit system can be
significant. Costs to expand trackdependent transit, such as light rail and passenger rail, are high
and can require resource- and
time-intensive advanced
planning. Costs to expand
vehicle-dependent transit, such as
busses, are likewise high but may
be limited to procurement of
additional vehicles. Any
expansion of transit, including
just service hours, would increase
staffing and potentially
maintenance costs. A portion of
these costs may be offset by
increased transit usage and
associated income. Commuters
who may more easily be able to
travel without a car may also
observe cost savings from reduce
vehicle usage or ownership.

This measure could be paired
with Measure 26.

Federal Highway Administration (FHWA). 2017. National
Household Travel Survey–2017 Table Designer. Average Vehicle Occupancy by HHSTFIPS. Available: https://nhts.ornl.gov/.

Accessed: January 2021.

Handy, S., K. Lovejoy, M. Boarnet, and S. Spears. 2013. Impacts of Transit Service Strategies on Passenger Vehicle Use and Greenhouse Gas Emissions. October. Available:
https://ww2.arb.ca.gov/sites/default/files/2020-
06/Impacts_of_Transit_Service_Strategies_on_Passenger_Vehicle_Us e_and_Greenhouse_Gas_Emissions_Policy_Brief.pdf. Accessed:

January 2021.

Might apply
(coordination
with transit
agency
required)
Residential
Retail
Office
Industrial
Mixed-Use
T-26 11.3% (GHG
Handbook)
Increasing transit service
frequency may require capital
investment to purchase additional
vehicles. Staff and maintenance
costs may also increase. A portion
of these costs may be offset by
increased transit usage and
associated income. Commuters
who may more easily be able to
travel without a car may also
observe cost savings from reduce
vehicle usage or ownership.

This measure could be paired
with Measure 25.

California Air Resources Board (CARB). 2020. EMFAC2017 v1.0.3.

August. Available:
https://arb.ca.gov/emfac/emissions-inventory. Accessed: January 2021.

Federal Highway Administration (FHWA). 2017a. National
Household Travel Survey–2017 Table Designer. Travel Day PMT by TRPTRANS by HH_CBSA. Available: https://nhts.ornl.gov/.

Accessed: January 2021.

Federal Highway Administration (FHWA). 2017b. National
Household Travel Survey–2017 Table Designer. Average Vehicle Occupancy by HHSTFIPS. Available: https://nhts.ornl.gov/.

Accessed: January 2021.

Handy, S., K. Lovejoy, M. Boarnet, S. Spears. 2013. Impacts of Transit Service Strategies on Passenger Vehicle Use and Greenhouse Gas Emissions. October. Available:
https://ww2.arb.ca.gov/sites/default/files/202006/Impacts_of_Trans it_Service_Strategies_on_Passenger_Vehicle_Use_and_Greenhouse_ Gas_Emissions_Policy_Brief.pdf. Accessed: January 2021.

San Diego Association of Governments (SANDAG). 2019. Mobility Management VMT Reduction Calculator Tool–Design Document.

June. Available: https://www.icommutesd.com/docs/defaultsource/planning/tool-designdocument_final_7-17-19.pdf?sfvrsn=ec39eb3b_2. Accessed:

January 2021.

U.S. Department of Energy (U.S. DOE). 2021. Fuel Economy Datasets for All Model Years (1984-2021). January. Available:
https://www.fueleconomy.gov. Accessed: January 2021.

Might apply
(coordination
with transit
agency
required)
Residential
Retail
Office
Industrial
Mixed-Use
T-27 0.6% (GHG
Handbook)
Costs and savings of transitsupportive roadway treatments vary depending on the strategy
pursued, ranging from low-cost
route optimization changes to
high-cost infrastructure projects
(e.g., bus-only lanes). Reducing
route cycle time without
significantly increasing the
number of transit vehicles can
result in net cost savings for the
transit system. Dedicated transit
infrastructure will improve transit
reliability and increase ridership.

This supplements existing transit
income streams for municipalities.

Increased ridership similarly
reduces vehicle use, which has
cost benefits for both commuters
and municipalities.

This measure could be paired
with other Transit subsector
strategies (Measure T-25 and
Measure T-29).

Federal Highway Administration (FHWA). 2017a. National
Household Travel Survey–2017 Table Designer. Travel Day PMT by TRPTRANS by HH_CBSA. Available: https://nhts.ornl.gov/.

Accessed: January 2021.

Federal Highway Administration (FHWA). 2017b. National
Household Travel Survey–2017 Table Designer. Average Vehicle Occupancy by HHSTFIPS. Available: https://nhts.ornl.gov/.

Accessed: January 2021.

Transportation Research Board (TRB). 2007. Transit Cooperative Research Program Report 118: Bus Rapid Transit Practitioner’s Guide. Available:
https://nacto.org/docs/usdg/tcrp118brt_practitioners_kittleson.pdf.

Accessed: January 2021.

City of Santa Fe Springs Transportation Study Guidelines Method Description
Applies at
Project
Scale?
Applicable
Land Use
GHG
Handbook
Measure (if
applicable)1
Range of
Effectiveness3 Cost Considerations GHG Handbook Calculation Notes Literature or Evidence Cited
Provide Bus
Rapid Transit
Converting existing bus routes to a bus rapid transit
(BRT) system. Improvements include:
• Exclusive right-of-way
• Enhanced station design
• Advanced technology buses
Might apply
(coordination
with transit
agency
required)
Residential
Retail
Office
Industrial
Mixed-Use
T-28 13.8% (GHG
Handbook)
Providing BRT will require capital
investment to purchase
specialized vehicles, develop
passenger information systems,
and construct stations and
busways. Total costs vary
depending on the suite of BRT
components pursued. Gradeseparated busways are more
expensive than at-grade busways
and mixed flow lanes. Dedicated
transit infrastructure will improve
transit reliability and increase
ridership. This supplements
existing transit income streams
for municipalities. Increased
ridership similarly reduces vehicle
use, which has cost benefits for
both commuters and
municipalities.

This measure could be paired
with Measure T-25
and Measure T-29.

California Air Resources Board (CARB). 2020. EMFAC2017 v1.0.3.

August. Available:
https://arb.ca.gov/emfac/emissions-inventory. Accessed: January 2021.

Federal Highway Administration (FHWA). 2017a. National
Household Travel Survey–2017 Table Designer. Travel Day PMT by TRPTRANS by HH_CBSA. Available: https://nhts.ornl.gov/.

Accessed: January 2021.

Federal Highway Administration (FHWA). 2017b. National
Household Travel Survey–2017 Table Designer. Average Vehicle Occupancy by HHSTFIPS. Available: https://nhts.ornl.gov/.

Accessed: January 2021.

Handy, S., K. Lovejoy, M. Boarnet, and S. Spears. 2013. Impacts of Transit Service Strategies on Passenger Vehicle Use and Greenhouse Gas Emissions. October. Available:
https://ww2.arb.ca.gov/sites/default/files/202006/Impacts_of_Trans it_Service_Strategies_on_Passenger_Vehicle_Use_and_Greenhouse_ Gas_Emissions_Policy_Brief.pdf. Accessed: January 2021.

San Diego Association of Governments (SANDAG). 2019. Mobility Management VMT Reduction CalculatorTool–Design Document.

June. Available: https://www.icommutesd.com/docs/defaultsource/planning/tool-design-document_final_7-17-

19.pdf?sfvrsn=ec39eb3b_2. Accessed: January 2021.

Accessed: January 2021.

U.S. Department of Energy (U.S. DOE). 2021. Fuel Economy Datasets for All Model Years (1984-2021). January. Available:
https://www.fueleconomy.gov. Accessed: January 2021
City of Santa Fe Springs Transportation Study Guidelines 50 Method Description
Applies at
Project
Scale?
Applicable
Land Use
GHG
Handbook
Measure (if
applicable)1
Range of
Effectiveness3 Cost Considerations GHG Handbook Calculation Notes Literature or Evidence Cited
Reduce Transit
Fares
This measure will reduce transit fares on the transit lines serving the plan/community. A reduction in transit fares creates incentives to shift travel to transit from singleoccupancy vehicles and other traveling modes, which reduces VMT and associated GHG emissions.

This measure differs from Measure T-8, Implement
Subsidized or Discounted Transit Program, which can be
offered through employer-based benefits programs in
which the employer fully or partially pays the
employee’s cost of transit.

Might apply
(coordination
with transit
agency
required)
Residential
Retail
Office
Industrial
Mixed-Use
T-29 1.2% (GHG
Handbook)
Reducing transit fares will lower
the per capita income of the
transit service. This may be
outweighed by increased
ridership, and savings on
infrastructure costs due to
reduced car usage. Reduced fares
can be targeted to specific
populations or groups,
depending on need. Individuals
receiving the reduced fare will
obtain a cost savings.

Federal Highway Administration (FHWA). 2017a. National
Household Travel Survey–2017 Table Designer. Travel Day PMT by TRPTRANS by HH_CBSA. Available: https://nhts.ornl.gov/.

Accessed: January 2021.

Federal Highway Administration (FHWA). 2017b. National
Household Travel Survey–2017 Table Designer. Average Vehicle Occupancy by HHSTFIPS. Available: https://nhts.ornl.gov/.

Accessed: January 2021.

January 2021.

San Diego Association of Governments (SANDAG). 2019. Mobility Management VMT Reduction Calculator Tool–Design Document.

June. Available: https://www.icommutesd.com/docs/defaultsource/planning/tool-design-document_final_7-17-

19.pdf?sfvrsn=ec39eb3b_2. Accessed: January 2021.

Source: Fehr & Peers, 2022.
1 Refer to updated information contained in the 2021 GHG Handbook. CAPCOA (2021) Each measure is numbered alphanumerically with the first letter of the emissions sector serving as the letter code (e.g., T=Transportation). 2 Reflects types of trips affected (GHG Handbook) and/or scale of application. 3 Range of effectiveness is based on the 2021 GHG Handbook unless otherwise specified. Measures that are “not quantified, grouped, and/or supporting” measures without a range provided are those that have not been researched in order to determine their individual effectiveness. Measures that are not quantified are not included in the table.

City of Santa Fe Springs
Planning Commission Meeting April 10, 2023
Report Submitted By: Cuong Nguyen Date of Report: April 6, 2023 Planning and Development Department ITEM NO. 8

NEW BUSINESS
Statutorily Exempt - CEQA Guidelines Sections 15378 (b)(5) and 15061(b)(3) City of Santa Fe Springs Transportation Study Guidelines

RECOMMENDATIONS
 Find and determine that the project is Statutorily Exempt pursuant to Sections 15378 (b)(5) and 15061(b)(3) of the California Environmental Quality Act (CEQA); and
 Adopt Resolution No. 228-2023 to recommend that the City Council adopt the City of Santa Fe Springs Transportation Study Guidelines.

City of Santa Fe Springs Transportation Study Guidelines Page 2 of 8 Report Submitted By: Cuong Nguyen Date of Report: April 6, 2023 Planning and Development Department
VMT is a number that represents all the miles a vehicle must travel in one day for everyday errands and commutes to work based on land uses and location. A project with a high VMT number is not good for the environment because more vehicle miles traveled, means more greenhouse gas emitted. Places that have high VMT numbers are those where a vehicle is essential for daily trips. In areas where walking, bicycling, and public transit are convenient alternatives to driving, typically have a lower VMT, thus fewer GHG emissions.

The main difference between LOS and VMT analysis is that an LOS analysis focuses local transportation impacts while a VMT analysis focuses on regional impacts.

Simply stated, VMT measures the per capita number of vehicle trips generated by a project and estimates the distances that those vehicles will travel to and from a project while LOS measures congestion levels at intersections.

Consultant Selection
At the City Council meeting of September 26, 2019, the City Council authorized the Director of Planning to release a Request for Proposal (RFP) to qualified consultants to establish a new Vehicle Miles Traveled (VMT) methodology to evaluate transportation impacts consistent with the California Environmental Quality Act (CEQA) and meet the requirements of Senate Bill (SB) 743.

After releasing the RFP, the City received three (3) proposals. The proposals received were from EPD solutions, Inc., Minagar and Associates and Fehr & Peers. All three proposal were evaluated based on the evaluation criteria and point system as outlined in the City’s RFP. Fehr & Peers was selected as the firm to create the new VMT methodology for the City.

OVERVIEW OF TRANSPORTATION STUDY GUIDELINES
In response to SB 743 and the termination of the Los Angeles County Congestion Management Plan (CMP) provisions, staff and City’s transportation consulting firm, City of Santa Fe Springs Transportation Study Guidelines Page 3 of 8 Report Submitted By: Cuong Nguyen Date of Report: April 6, 2023 Planning and Development Department
Fehr and Peers, has develop a Transportation Study Guideline (TSG) to establish standard procedures for consistent analysis and evaluation.

Vehicle Miles Traveled (VMT Analysis)
Pursuant to the adoption of SB 743, the implementation of CEQA guidance for transportation impact assessment in the City of Santa Fe Springs includes the following:
 VMT Screening: The first step in the traffic analysis process is to determine when a VMT analysis is required. The City of Santa Fe Springs requires that VMT screening be conducted based on the recommendations of the Governor’s Office of Planning & Research (OPR). OPR recommends that projects be screened from a VMT analysis based on their size, location, or accessibility to transit. In addition, transportation projects that are not adding new travel lanes may be screened from further VMT analysis. Table 1 within the Transportation Study Guidelines provides VMT Screening Guidance.  VMT Analysis Methodology: If the project is not screened from needing a VMT analysis (based on the screening criteria in Table 1), the Southern California Association of Governments (SCAG) regional Travel Demand Model should be used to estimate a project’s VMT. OPR recommends that VMT be reported as “Home-Based VMT” per capita for residential projects and “Home-Based Work VMT” per employee for office projects. Per OPR guidance, the City of Santa Fe Springs would evaluate each component of a mixed-use project independently and apply the significance threshold for the land use types proposed. Total VMT and/or VMT per service population (total of residents and employees) is to be reported for area plans, large-scale retail projects, or other project types, such as special event venues.

City of Santa Fe Springs Transportation Study Guidelines Page 4 of 8 Report Submitted By: Cuong Nguyen Date of Report: April 6, 2023 Planning and Development Department
o Existing/Baseline Conditions - Project-generated VMT should be estimated for the proposed land uses under existing/baseline conditions.
o Existing/Baseline plus Project - The project land use would be added to the project Traffic Analysis Zone (TAZ) or a separate TAZ6 would be created to contain the project land uses.
o Cumulative Conditions - Cumulative data is available from the SCAG model.
o Cumulative plus Project - The project land use would either be added to the project TAZ or a separate TAZ would be created to contain and incorporate the project land uses using the future year SCAG model that reflects cumulative conditions.
 VMT Impact Thresholds: Projects exceeding a level of 15 percent below the Baseline VMT (reported as VMT per capita, per employee, or per service population) are considered to have a significant VMT impact. For regional retail projects, projects resulting in a net increase in total Citywide VMT are considered to have a significant VMT impact. The City of Santa Fe Springs has defined the area encompassed by the City boundary and the City’s Sphere of Influence (SOI) as the geographic area for impact analysis relating to residential and employment uses. The scale of analysis for retail projects will be based on changes to VMT for an area to be determined in consultation with City staff. The study area would be dependent on factors such as land use, scale, and proximity to the City’s borders. The baseline VMT in the City of Santa Fe Springs and Sphere of Influence (SOI) for the year of 2020 are presented in Table 2A of the Transportation Study Guidelines. The VMT thresholds for projects and plans in the City of Santa Fe Springs are summarized in Table 2B of the Transportation Study Guidelines.  VMT Mitigation: The types of mitigation that effect VMT are generally those that reduce the number of single-occupant vehicles generated by the site and/or reduce the distance of trips to/from the site. This can be accomplished by changing the land uses being proposed or by implementing transportation demand management (TDM) measures. A total of 30 TDM strategies including site modifications, programming, and operational changes that a project may consider implementing to reduce VMT are detailed in Attachment D (VMT Mitigation Strategies) of the Transportation Study Guidelines.

Local Transportation Assessment (LTA)
While LOS analysis will no longer be required for CEQA purposes, the City of Santa Fe Springs will continue to require an evaluation to identify potential safety and operational issues when applied against established City criteria. This approach continues to use Level of Service (LOS) to evaluate land development City of Santa Fe Springs Transportation Study Guidelines Page 5 of 8 Report Submitted By: Cuong Nguyen Date of Report: April 6, 2023 Planning and Development Department
and infrastructure projects and adds elements to ensure that multimodal transportation considerations are consistent with the City’s General Plan policies.

Triggers and requirements for the LTA are identified in Section 3.1 of the Transportation Study Guidelines. Lastly, in addition to a requirements that the LTA must be prepared by a registered Civil or Traffic Engineer, or qualified transportation professional, the LTA report must include the following information:
 Project Description
 Transportation Circulation Setting
o Existing and Proposed Site Uses
o Existing and Proposed Complete Streets Environmental
Assessments
o Existing and Proposed Roadways and Intersections
 Analysis and Identification of Operational Deficiencies o Trip Generation Analysis
o Trip Distribution
o Related Projects List
o LOS analysis and City’s Criteria
o Traffic Signal Warrant Analysis
o Operational Enhancement Measures
o On-Site Parking Analysis
o Access and Circulation Analysis
Lastly, the attached Transportation Study Guidelines concludes with the following list of attachments:

A. VMT Analysis Flowchart
B. Glossary of Terms
C. Detailed VMT Forecasting Information
D. VMT Mitigation Strategies

PREVIOUS PRESENTATIONS BEFORE PLANNING COMMISION
At the regularly scheduled Planning Commission meeting on March 14, 2022 and August 8, 2022, the City’s transportation consultant (Fehr & Peers) provided a brief presentation to provide the commissioners with a general overview and update on SB 743 implementation, respectively.

City of Santa Fe Springs Transportation Study Guidelines Page 6 of 8 Report Submitted By: Cuong Nguyen Date of Report: April 6, 2023 Planning and Development Department

GOAL C-8: TRANSPORTATION SYSTEM DESIGNED TO REDUCE VEHICLE

MILES TRAVELED
• Policy C.8.1 Reducing Vehicle Miles Traveled. Integrate transportation and land use decisions to reduce vehicle miles traveled and greenhouse gas emissions.

GOAL C-9: A STREET NETWORK MANAGED TO MINIMIZE CONGESTION AND

TRAFFIC IMPACTS
• Policy C.9.1 Traffic Impact Mitigation. Require new development projects to mitigate off-site traffic impacts consistent with City policy and regulations.
• Policy C.9.2. Traffic Impact Analysis. Require new developments to include a traffic impact analysis.
• Policy C.9.4. Traffic Signals. Require new development to install traffic signals at intersections or arterials which, based on individual study, are shown to satisfy traffic signal warrants.

ENVIRONMENTAL REVIEW
In accordance with the California Environmental Quality Act California (CEQA) Guideline Sections 15378(b)(5) and 15061(b)(3), the proposed Transportation Study Guidelines is not a " project" under CEQA as it is an administrative activity of government and will not result in a direct or indirect physical change to the environment and, therefore, it has been determined that the subject project is not subject to CEQA.

City of Santa Fe Springs Transportation Study Guidelines Page 7 of 8 Report Submitted By: Cuong Nguyen Date of Report: April 6, 2023 Planning and Development Department

STAFF REMARKS
Staff recommends that the Planning Commission adopt Resolution No. 228-2023, to recommend that the City Council adopt the City of Santa Fe Springs Transportation Study Guidelines.

Wayne M. Morrell
Director of Planning
Attachments:

1. Resolution No. 228-2023
a. Exhibit A: City of Santa Fe Springs Transportation Study Guidelines City of Santa Fe Springs Transportation Study Guidelines Page 8 of 8 Report Submitted By: Cuong Nguyen Date of Report: April 6, 2023 Planning and Development Department
Attachment 1: Resolution No. 228-2023, including
Exhibit A: City of Santa Fe Springs Transportation Study Guidelines

City of Santa Fe Springs
City Council Meeting May 2, 2023
Report Submitted By: Dino Torres Date of Report: April 27, 2023 Director of Police Services

CONSENT AGENDA
Introduction of Ordinance No. 1128 Amending Chapter 95 of Title IX of the Santa Fe Springs Municipal Code Relating to Public Nuisances

BACKGROUND
Chapter 95 of Title IX of the Santa Fe Springs Municipal Code addresses conditions and uses of land that are offensive or annoying to the senses, detrimental to property values and community appearance, an obstruction to or interference with the comfortable enjoyment of adjacent property or premises, and/or hazardous or injurious to the health, safety, or welfare of the general public. It provides the City with enforcement tools by defining such conditions and uses of land as public nuisances and providing regulations and procedures for abatement.

In reviewing Chapter 95, the City Attorney’s office determined that revisions to the code language were needed to comply with legal requirements, including due process. The City Attorney’s office worked with Police Services to draft Ordinance No. 1128 to comprehensively review the chapter and implement the necessary changes so that the provisions of Chapter 95 may serve as an effective method of enforcement to promote the health, safety, and welfare of the Santa Fe Springs community.

LEGAL REVIEW
The City Attorney’s office prepared Ordinance No. 1128.

Tom Hatch
Interim City Manager
Attachments

1. Ordinance No. 1128

2. Code Revisions Redlined

RECOMMENDATION
• Introduce by title only and waive further reading of Ordinance No. 1128:

AN ORDINANCE OF THE CITY OF SANTA FE SPRINGS AMENDING
CHAPTER 95 (PROPERTY MAINTENANCE) OF TITLE IX OF THE CODE

OF SANTA FE SPRINGS RELATING TO PROPERTY MAINTENANCE
ITEM NO. 8N
APPROVED:

ITEM NO.:
1ST READING:
2ND READING:

ORDINANCE NO. 1128
AN ORDINANCE OF THE CITY OF SANTA FE SPRINGS AMENDING CHAPTER 95 (PROPERTY MAINTENANCE) OF TITLE IX OF THE CODE OF SANTA FE

SPRINGS RELATING TO PROPERTY MAINTENANCE

THE CITY COUNCIL OF THE CITY OF SANTA FE SPRINGS DOES ORDAIN AS FOLLOWS:

SECTION 1. Chapter 95 (Property Maintenance) of Title IX of the Code of Santa Fe Springs is renamed “PUBLIC NUISANCES.”
SECTION 2. Section 95.02 (Definitions) of Chapter 95 of Title IX of the Code of Santa Fe Springs is hereby amended as follows:

A. The definition of “Director of Police Services” is added as follows:

DIRECTOR OF POLICE SERVICES. The Director of Police Services or their duly authorized representative(s).

B. The definition of “Hearing Officer” is deleted in its entirety and replaced with the following:

HEARING OFFICER. An impartial person that is appointed by the City Manager, or a designee thereof, to conduct review hearings of Abatement Notices and make determinations related thereto.

SECTION 3. Subsection (A)(22)(a)(1) of Section 95.03 (Public Nuisances Prohibited) of Chapter 95 of Title IX of the Code of Santa Fe Springs is hereby amended to read as follows:

1. Render premises unsanitary or substandard as defined or described in Chapter 10 of the 1997 Uniform Housing Code, which is adopted herein. Chapter 10 is set forth in Appendix A to this chapter.

SECTION 4. Section 95.05 (Continuing Obligation of Responsible Persons to Abate Public Nuisance) of Chapter 95 of Title IX of the Code of Santa Fe Springs is hereby amended to read as follows:

A. Subsection (A) of Section 95.05 is deleted in its entirety and replaced with the following:
(A) Responsible persons shall not allow, cause, create, maintain or permit a public nuisance to exist on their premises. If public nuisances do arise or occur, responsible persons shall promptly abate them by rehabilitation, APPROVED:

ITEM NO.:
2 demolition or repair, removal or termination with all required city approvals, permits and inspections, when applicable.

SECTION 5. Section 95.06 (Procedures for City to Establish Right to Enter Private Real Property to Abate Public Nuisance) of Chapter 95 of Title IX of the Code of Santa Fe Springs is hereby renamed “Right of Entry” and deleted in its entirety and replaced with the following:
§ 95.06. RIGHT OF ENTRY.
(A) The Director of Police Services may use all lawful means to enter upon any property in the city for the purpose of inspecting the property for a public nuisance and/or for the removal of any public nuisance from said property, as such public nuisance is defined in this chapter.
(B) If a property owner or occupant refuses to allow the Director of Police Services entry upon the property for inspection or abatement of a public nuisance, the Director of Police Services shall apply to a judge of a court of competent jurisdiction for a warrant authorizing the entrance upon such property to perform an inspection or abatement of such nuisance.

SECTION 6. Sections 95.07 through 95.13 of Chapter 95 of Title IX of the Code of Santa Fe Springs are hereby deleted in their entirety and replaced with the following:
§ 95.07 ABATEMENT NOTICE.
(A) Whenever the Director of Police Services finds that any premises or property within the city is maintained contrary to the provisions of this Chapter, an Abatement Notice may be issued to all Responsible Person(s) to abate the public nuisance.
(B) The Abatement Notice shall describe the action required to abate the public nuisance which may include corrections, repairs, demolition, removal, obtaining the necessary permits, vacating tenants or other appropriate action and shall establish time frames by which each action must occur.
(C) The Abatement Notice shall explain the consequences should the Responsible Person(s) fail to comply with the terms of the notice. (D) The Abatement Notice shall identify all applicable hearing rights. (E) Such notice shall be served upon all Responsible Person(s) either by personal service or by first class mail, return receipt requested. The official issuing a Notice of Abatement to an owner of real property may rely on that person’s mailing address according to the last equalized assessment roll of the Los Angeles County Assessor’s Office in determining a service address for the Abatement Notice. Failure of APPROVED:

ITEM NO.:
3 any owner to receive a Notice of Abatement by mail shall not invalidate any action or proceeding pursuant to this chapter.
§ 95.08 NOTICE OF HEARING.
(A) In the event the Responsible Person(s) fails, neglects or refuses to comply with the Abatement Notice, a public hearing before the Hearing Officer shall be held pursuant to Section 95.09 of this Chapter. At least ten (10) calendar days before the hearing, notice of said hearing shall be personally served upon or mailed via certified mail, postage paid, return receipt requested, to the Responsible Person(s). Service by certified mail shall be deemed effective on the date of mailing. If the foregoing notice is returned undelivered by the United States Post Office, the hearing shall be continued to a date not less than ten calendar days from the date of such return and the same notice shall then be posted conspicuously on the affected premises at least ten calendar days before the hearing.
(B) The notice shall indicate the nature of the alleged nuisance, the assessor’s parcel number and street address, the designation of the time and place of the hearing to determine whether the same constitutes a nuisance, and the manner of its proposed abatement if the same is found to be a nuisance.
(C) Notices of hearing shall also be sent to adjacent property owners and any other persons as may be deemed appropriate by the Director of Police Services. (D) The failure of any person to receive the notice shall not affect the validity of any proceedings under this chapter.
§ 95.09 CONTENT AND CONDUCT OF HEARING.
(A) All hearings under this chapter shall be held before a Hearing Officer who shall hear and consider all relevant evidence offered as to whether a nuisance, in fact, exists.

All hearings under this chapter are informal, and formal rules of evidence and discovery do not apply. The city bears the burden of proof to establish a nuisance exists by a preponderance of evidence. The Responsible Person(s) and the enforcement officer issuing the Notice, as well as all other interested persons, shall have the opportunity to present evidence and to cross-examine witnesses. The Responsible Person(s) or other interested persons may represent himself, herself or themselves or be represented by anyone of his, her or their choice. The Responsible Person(s) or other interested persons may bring an interpreter to the hearing at his, her or their sole expense. (B) The Responsible Person(s) may appear in person at the hearing or present a written statement to be considered by the Hearing Officer at the hearing.

APPROVED:

ITEM NO.:
4 (C) The failure of the Responsible Person(s) to appear at the hearing or present a written statement to be considered by the Hearing Officer at the hearing shall constitute a waiver of the hearing and a failure to exhaust administrative remedies concerning the Abatement Notice.
(D) At the conclusion of the hearing, if the Hearing Officer determines that a public nuisance exists, he or she shall adopt written findings declaring the subject property to be a public nuisance and order removal or abatement of the item(s) in question from the site within a reasonable period of time which shall commence upon the date the findings and order are served upon the Responsible Person(s). (E) Nothing contained in this chapter shall obligate the city to undertake abatement actions pursuant to an Abatement Notice.
§ 95.10 ABATEMENT BY RESPONSIBLE PERSON PRIOR TO HEARING. (A) Any responsible person shall have the right to abate a nuisance in accordance with the Abatement Notice at his or her own expense, provided all corrective actions are completed with all required city permits, approvals and inspections, prior to the date the matter is set for a hearing.
(B) A hearing shall be cancelled if all nuisance conditions or activities are, as determined by the city, fully and lawfully abated prior thereto. § 95.11 [RESERVED]
§ 95.12 [RESERVED]
§ 95.13 [RESERVED]
SECTION 7. Section 95.14 (Decision of Hearing Officer; Order of Abatement) of Chapter 95 of Title IX of the Code of Santa Fe Springs is hereby amended to read as follows:
(A) Within a reasonable time, not to exceed 15 calendar days following conclusion of the hearing, the Hearing Officer shall make any one or more of the following determinations in a written decision (“Order of Abatement”):
(1) A finding and description of each nuisance condition at the subject property, or the non-existence thereof. In the latter instance, the Hearing Officer shall cancel the Abatement Notice.
(2) The name of each person responsible for a nuisance condition, or conditions, at the subject property, as well as the name of any Responsible Person(s) who lacks responsibility therefor.

APPROVED:

ITEM NO.:
5 (3) The required corrective action and completion date for each unabated nuisance condition.
(4) Any other finding, determination or requirement that is relevant or related to the subject matter of the appeal.
(B) The decision of the Hearing Officer is final and conclusive. The Order of Abatement shall also contain the following statement:
"The Hearing Officer’s decision is final, and judicial review of this decision is subject to the provisions and time limits set forth in California Code of Civil Procedure Sections 1094.5 and 1094.6."
(C) A copy of the Order of Abatement shall be served on all Responsible Persons by first class mail to the address(es) on the last equalized assessment roll of the Los Angeles County Assessor’s Office and the nuisance property address. Failure of a Responsible Person(s) to receive a properly addressed Order of Abatement shall not invalidate any action or proceeding by the city pursuant to this chapter. (D) The failure of any Responsible Person(s) to comply with an Order of Abatement by completing each of the requisite corrective actions in the manner and time set forth in the Order of Abatement shall constitute a misdemeanor offense punishable in accordance with § 10.97.

SECTION 8. Subsection (D) of Section 95.15 (Abatement of Nuisance by Responsible Persons Prior to City Abatement Actions) of Chapter 95 of Title IX of the Code of Santa Fe Springs is hereby deleted.

SECTION 9. Section 95.16 (Emergency action to abate imminent hazard.) of Chapter 95 of Title IX of the Code of Santa Fe Springs is hereby amended as follows:

A. Subsections (C) through (G) are hereby deleted and replaced with the following:
(C) If the Director moves to abate the nuisance, the city shall follow the provisions in Section 95.06 to gain entry to the property. (D) Within ten business days following emergency actions of city personnel to abate an imminent hazard, the city shall serve any responsible person with a Notice of Emergency Abatement by city personnel of an imminent hazard by personal service or certified mail, return receipt requested. The city may, if a responsible person is a property owner, rely on that person’s mailing address according to the last equalized assessment roll of the Los Angeles County Assessor’s Office in determining a service address for this notice. Failure of any responsible person to receive a Notice of Emergency Abatement by city personnel of an imminent hazard by mail shall not invalidate any action or proceeding pursuant to this chapter.
(E) A Notice of Emergency Abatement by city personnel of an Imminent Hazard shall contain the following provisions:

APPROVED:

ITEM NO.:
6 (1) The name of all known Responsible Persons who are being served with the Notice of Emergency Abatement by city personnel of an imminent hazard and the address of the real property on which the imminent hazard was present.
(2) A brief description of the condition(s) and reasons why it constitutes an imminent hazard.
(3) A brief description of the law prohibiting or pertaining to the imminent hazard.
(4) A brief description of the actions city personnel took to abate the imminent hazard.
(F) Omission of any of the foregoing provisions in a Notice of Emergency Abatement by city personnel of an Imminent Hazard, whether in whole or in part, or the failure of a responsible person to receive this document, shall not render it defective or render any proceeding or action pursuant to this chapter invalid.
(G) The city shall be entitled to recover its fees and costs (incidental or otherwise) for the abatement of an imminent hazard. In such instances, the city shall follow the procedures set forth in this chapter.

B. Subsection (H) is added to Section 95.16 and shall read as follows:
(H) Any abatement pursuant to this section shall be limited to the actions necessary to neutralize the immediate danger only. A post-abatement hearing shall be provided to the Responsible Person(s).

SECTION 10. Subsections (C) and (D) of Section 95.19 (Collection of Costs of Abatement by Special Assessment.) of Chapter 95 of Title IX of the Code of Santa Fe Springs are hereby deleted in its entirety and replaced with the following:
(C) The Notice of Special Assessment shall be in a form substantially as follows:

NOTICE OF SPECIAL ASSESSMENT FOR NUISANCE ABATEMENT
(Claim of the City of Santa Fe Springs)
In compliance with the authority of the provisions of Chapter 95 (Public Nuisances) of Title IX of the Santa Fe Springs Municipal Code, the City Manager of the City of Santa Fe Springs did on or about the __________ day of __________ 20 ____, cause the premises hereinafter described to be rehabilitated or the structure(s) or improvement(s) on the property to be demolished or repaired in order to abate a public nuisance on the real property; and the abatement was conducted in compliance with an order of abatement dated the __________ day of __________ 20 _____; and the City of Santa Fe Springs did on the __________ day of __________ 20 ____, assess the cost of the demolition, rehabilitation, or repair upon the real property; and the same has not been paid nor any part thereof; and that the City of Santa Fe Springs APPROVED:

ITEM NO.:
7 does hereby declare the costs of the demolition, rehabilitation, or repair in the amount so assessed, to with the sum of __________ dollars ($_____), to be a special assessment against the real property.

The special assessment shall be collected at the same time and in the same manner as ordinary municipal taxes are collected and shall be subject to the same penalties and the same procedure and sale in case of delinquency as provided for ordinary municipal taxes. All laws applicable to the levy, collection, and enforcement of municipal taxes shall be applicable to the special assessment.

However, if any real property to which the cost of abatement relates has been transferred or conveyed to a bona fide purchaser for value, or if a lien of a bona fide encumbrancer for value has been created and attaches thereon, before the date on which the first installment of the taxes would become delinquent, the cost of abatement shall not result in a lien against the real property, but instead shall be transferred to the unsecured roll for collection.

SECTION 11. Section 95.22 of Chapter 95 of Title IX of the Code of Santa Fe Springs is hereby deleted in its entirety and replaced with the following:
§ 95.22 [RESERVED]
SECTION 12. Section 95.23 of Chapter 95 of Title IX of the Code of Santa Fe Springs is hereby deleted in its entirety and replaced with the following:
§ 95.23 [RESERVED]
SECTION 13. Any provision of the Code of Santa Fe Springs inconsistent with the provisions of this Ordinance, to the extent of such inconsistencies and no further, is hereby repealed or modified to that extent necessary to effect the provisions of this Ordinance.

APPROVED:

ITEM NO.:
8 SECTION 14. If any section, subsection, phrase, or clause of this Ordinance is for any reason held to be unconstitutional, such decision will not affect the validity of the remaining portions of this Ordinance. The City Council hereby declares that it would have passed this Ordinance and each section, subsection, phrase or clause thereof irrespective of the fact that any one or more sections, subsections, phrases, or clauses may be declared unconstitutional.

SECTION 15. The City Clerk shall certify to the adoption of this Ordinance, including the vote for and against and shall post a certified copy of this ordinance, within 15 days after its passage to be posted in at least three (3) public places within the City as established by ordinance, and, in compliance with Section 36933 of the Government Code.

PASSED and ADOPTED this ___ day of _______, 2023, by the following roll call vote:

AYES:

NOES:

ABSENT:
___________________________
ATTEST: Juanita Martin, Mayor
_____________________________
Janet Martinez, CMC, City Clerk
CHAPTER 95: PUBLIC NUISANCES
Section

95.01 Purposes and intent

95.02 Definitions

95.03 Public nuisances prohibited

95.04 Abatement of public nuisances

95.05 Continuing obligation of responsible persons to abate public nuisance

95.06 Procedures for city to establish right to enter private real property to abate public nuisance

95.07 Additional requirements for demolition of buildings or structures

95.08 Service of Notice of Abatement

95.09 Right of appeal from Notice of Abatement

95.10 Sample Notice of Abatement

95.11 Consequence for untimely appeal

95.12 Abatement by responsible person prior to hearing

95.13 Review by Hearing Officer

95.14 Decision of Hearing Officer; Order of Abatement

95.15 Abatement of nuisance by responsible persons prior to city abatement actions

95.16 Emergency action to abate imminent hazard

95.17 Combination of notices

95.18 Establishment of costs of abatement

95.19 Collection of costs of abatement by special assessment

95.20 Collection of costs by nuisance abatement lien

95.21 Treble costs of abatement

95.22 Recordation of substandard notice

95.23 Code enforcement fees

95.24 Recovery of attorney’s fees

95.25 Applicability of other laws

95.99 Penalty
Appendix A: 1997 Uniform Housing Code, Chapter 10
Cross-reference:

Abandoned, wrecked, dismantled or inoperative vehicles as nuisance, see Ch. 90 Graffiti as nuisance, see §§ 132.15 through 132.27
Unused or abandoned service stations declared nuisance, see §§ 150.070 through 150.083 § 95.01 PURPOSES AND INTENT.
(A) The purposes and intent of this chapter are as follows:
(1) To define as public nuisances and violations those conditions and uses of land that are offensive or annoying to the senses, detrimental to property values and community appearance, an obstruction to or interference with the comfortable enjoyment of adjacent property or premises, and/or hazardous or injurious to the health, safety, or welfare of the general public. (2) To develop regulations that will promote the sound maintenance of property and enhance conditions of appearance, habitability, occupancy, use and safety of all structures and premises in the city.
(3) To establish administrative procedures for the city’s use, upon its election, to, correct or abate violations of this chapter on real property throughout the city. (B) This chapter is not intended to be applied, construed or given effect in a manner that imposes upon the city, or upon any officer or employee thereof, any duty towards persons or property within the city or outside of the city that creates a basis for civil liability for damages, except as otherwise imposed by law.
(Ord. 993, passed 6-26-08)
§ 95.02 DEFINITIONS.

For the purposes of this chapter, the following definitions shall apply unless the context clearly indicates or requires a different meaning.

ABANDONED PERSONAL PROPERTY. Any item, object, thing, material or substance that, by its condition of damage, deterioration, disrepair, nonuse, obsolescence or location on public real property or on private real property, causes a reasonable person to conclude that the owner has permanently relinquished all right, title, claim and possession thereto, or that the object, thing, material or substance cannot be used for its intended or designed purpose. ABANDONED PERSONAL PROPERTY may include junk and vehicles.

ABANDONED STRUCTURE. A building or other structure that is vacant and is maintained in a condition of disrepair or deterioration, as discernible from a public right-of-way or adjoining real property. Factors that may also be considered in a determination of an ABANDONED STRUCTURE include, without limitation:
(1) Present operability and functional utility;
(2) The presence of non-functional, broken or missing doors or windows, such that entry therein by unauthorized persons is not deterred;
(3) The existence of real property tax delinquencies for the land upon which the structure is located;
(4) Age and degree of obsolescence of the structure, and the cost of rehabilitation or repair versus its market value.

ATTRACTIVE NUISANCE. Any condition, device, equipment, instrument, item or machine that is unsafe, unprotected and may prove detrimental to minors whether in a structure or in outdoor areas of developed or undeveloped real property. This includes, without limitation, any abandoned or open and accessible wells, shafts, basements or excavations; any abandoned refrigerators and abandoned or inoperable motor vehicles; any structurally unsound fences or structures; or, any lumber, trash, fences, debris or vegetation which may prove hazardous or dangerous to inquisitive minors. An ATTRACTIVE NUISANCE shall also include pools, standing water or excavations containing water, that are unfenced or otherwise lack an adequate barrier thereby creating a risk of drowning, or which are hazardous or unsafe due to the existence of any condition rendering such water to be clouded, unclear or injurious to health due to, without limitation, any of the following: bacterial growth, infectious or toxic agents, algae, insect remains, animal remains, rubbish, refuse, debris, or waste of any kind.

BUILDING. Any structure having, or originally designed to be used for the shelter or enclosure of persons, animals, chattels, equipment, or property of any kind, and shall also include structures wherein things may be grown, made, produced, kept, handled, stored, or disposed of, and all appendages, accessories, apparatus, appliances, and equipment installed as a part thereof.

CITY. The City of Santa Fe Springs.

CITY MANAGER. The City Manager or his or her duly authorized representative(s).

CODE or CODES. The Santa Fe Springs Municipal Code and laws incorporated therein by reference and any adopted and uncodified ordinances.

CODE ENFORCEMENT OFFICER. Any individual employed by the city with primary enforcement authority for city codes, or his or her duly authorized representative(s).

CONTROLLED SUBSTANCES. Any substance that is declared by state or federal law to be a controlled substance.

DIRECTOR OF POLICE SERVICES. The Director of Police Services or their duly authorized representative(s).

GRAFFITI. Any unauthorized inscription, word, figure, mark, or design that is written, marked, etched, scratched, drawn, or painted on any real or personal property.

HAZARDOUS MATERIALS. Any material or substance of any kind that is declared by any federal, state, or local law, ordinance, or regulation to be composed of hazardous material.

HEARING OFFICER. A person that is appointed by the City Manager, or a designee thereof, to conduct review hearings of Abatement Notices and make determinations related thereto.

INCIDENTAL EXPENSES. Include, but shall not be limited to, the actual expenses and costs of the city, such as preparation of notices, specifications, contracts, inspection of work, costs of printing and mailings required hereunder, costs of any filing and/or recordation with the Los Angeles County Recorder’s Office or other governmental agency, and the costs of administration and legal services.

INOPERABLE VEHICLE. Includes, without limitation, any vehicle that is immobilized or mechanically incapable of being driven on a public right-of-way. Factors that may be used to determine this condition include, without limitation, vehicles that have a "non-operational" status with the California Department of Motor Vehicles, vehicles lacking or not displaying current registration, a working engine, transmission, wheels, inflated tires, doors, windshield or any other part or equipment necessary for its legal and safe operation on a highway or any other public right-of-way.

JUNK. Includes, but is not limited to, any cast-off, damaged, discarded, junked, obsolete, salvaged, scrapped, unusable, worn-out or wrecked appliance, device, equipment, furniture, fixture, furnishing, object, material, substance, tire, or thing of any kind or composition. JUNK may include inoperable vehicles and abandoned personal property, as well as any form of debris, refuse, rubbish, trash or waste. Factors that may be considered in a determination that personal property is junk include, without limitation, its:
(1) Condition of damage, deterioration, disrepair or nonuse. (2) Approximate age and degree of obsolescence.
(3) Location, and, if outdoors, whether or not said personal property appears, due to its design or materials of composition, to be intended for indoor use. (4) Present operability, functional utility and status of registration or licensing, where applicable.
(5) Cost of rehabilitation or repair versus its market value.

JUNKYARD. Real property of any zoning classification on which junk is kept, maintained, placed or stored to such a degree that it constitutes a principal use or condition on said premises. The existence of a JUNKYARD is not a nuisance when it is an expressly permitted use in the applicable zone and the premises are in full compliance with all provisions of the Santa Fe Springs Zoning Ordinance, and all other applicable provisions of the Santa Fe Springs Municipal Code, as well as all future amendments and additions thereto.

OWNER. Means and includes any person having legal title to, or who leases, rents, occupies or has charge, control or possession of, any real property in the city, including all persons shown as owners on the last equalized assessment roll of the Los Angeles County Assessor’s Office. OWNERS include persons with powers of attorney, executors of estates, trustees, or who are court appointed administrators, conservators, guardians or receivers. An OWNER of personal property shall be any person who has legal title, charge, control, or possession of, such property.

PERSON. Any individual, partnership of any kind, corporation, limited liability company, association, joint venture or other organization or entity, however formed, as well as trustees, heirs, executors, administrators, or assigns, or any combination of such persons. PERSON also includes any public entity or agency that acts as an owner in the city.

PERSONAL PROPERTY. Property that is not real property, and includes, without limitation, any appliance, article, device, equipment, item, material, product, substance or vehicle.

PROPERTY or PREMISES. Any privately owned real property, or improvements thereon, or portions thereof, as the case may be. PROPERTY includes any parkway or unimproved public easement abutting or adjacent to such real property.

PUBLIC NUISANCE. Anything which is, or likely to become, injurious or detrimental to health, safety or welfare, or is offensive to the senses, or an obstruction to the free use of property, so as to interfere with the comfortable enjoyment of life or property, or unlawfully obstructs the free passage or use, in the customary manner, of any public park, square, street, highway or other public right-of-way. All conditions hereafter enumerated in this chapter, or that otherwise violate or are contrary to any provision of the Santa Fe Springs Municipal Code, are PUBLIC NUISANCES by definition and declaration, and said enumerated conditions shall not, in any manner, be construed to be exclusive or exhaustive. A PUBLIC NUISANCE shall also exist when a person fails to comply with any condition of a city approval, entitlement, license or permit or when an activity on, or use of, real property violates, or is contrary to, any provision or requirement of the Santa Fe Springs Municipal Code.

PUBLIC RIGHT-OF-WAY. Every form of public property that is dedicated to, used, or reserved for, pedestrian or vehicular traffic and includes, without limitation, alleys highways, roads, streets, and sidewalks, as well as adjoining areas that a public entity owns, controls or has a right to use or improve. PUBLIC RIGHT-OF-WAY also means similar areas in privately owned developments that are dedicated to, used, or reserved for common or general pedestrian or vehicular traffic.

RESPONSIBLE PERSON. Any person, whether as an owner as defined in this chapter, or otherwise, that allows, causes, creates, maintains, or permits a public nuisance, or any violation of the Santa Fe Springs Municipal Code or county or state law, or regulation thereof, to exist or continue, by any act or the omission of any act or duty. A RESPONSIBLE PERSON shall also include employees, principals, joint venturers, officers, agents, and/or other persons acting in concert with, or at the direction of, and/or with the knowledge and/or consent of the owner and/or occupant of the lot, building or structure on, or in which, a public nuisance or violation exists or existed. The actions or inactions of a responsible person’s agent, employee, representative or contractor may be attributed to that responsible person.

STRUCTURE. That which is built or constructed, an edifice, wall, fence, or building of any kind, or any piece of work artificially built up or composed of parts joined together in some definite manner. For purposes of this chapter, this definition shall supersede any other definition of this term in the Santa Fe Springs Municipal Code.

VEHICLE. Any device, by which any person or property may be propelled, moved, or drawn upon a highway or other public right-of-way, and includes all vehicles as defined by the California Vehicle Code, and all future amendments thereto. VEHICLE does not include devices:
(1) That are propelled exclusively by human power such as bicycles and wheelchairs; or (2) Those that are used exclusively upon stationary rails or tracks. ('64 Code, § 17A-1.17) (Am. Ord. 580, passed 3-27-80; Am. Ord. 620, passed 8-12-82; Am.

Ord. 993, passed 6-26-08)
§ 95.03 PUBLIC NUISANCES PROHIBITED.

The City Council finds and declares that it is a public nuisance and unlawful for any person to allow, cause, create, maintain, or permit others to maintain, property or premises in the city in such a manner that:
(A) Any one or more of the following conditions are found to exist thereon:
(1) Land, the topography, geology or configuration of which whether in natural state or as a result of the grading operations, excavation or fill, causes erosion, subsidence, or surface water drainage problems of such magnitude as to be injurious or potentially injurious to the public health, safety and welfare, or to adjacent properties.
(2) Unimproved land, which contains any of the conditions that are set forth in this section. (3) Buildings or other structures, or portions thereof, that are partially constructed or destroyed or allowed to remain in a state of partial construction or destruction for an unreasonable period of time. As used herein, an UNREASONABLE PERIOD shall mean any portion of time exceeding the period given to a responsible person by the city for the complete abatement of this nuisance condition with all required city approvals, permit and inspections.

Factors that may be used by the city to establish a reasonable period for the complete abatement of this nuisance include, but are not limited to, the following:
(a) The degree of partial construction or destruction and the cause therefor. (b) Whether or not this condition constitutes an attractive nuisance or if it otherwise poses or promotes a health or safety hazard to occupants of the premises, or to others. (c) The degree of visibility, if any, of this condition from public or adjoining private real property.
(d) The scope and type of work that is needed to abate this nuisance. (e) The promptness with which a responsible person has applied for and obtained all required city approvals and permits in order to lawfully commence the nuisance abatement actions.
(f) Whether or not a responsible person has complied with other required technical code requirements, including requesting and passing required inspections in a timely manner, while completing nuisance abatement actions.
(g) Whether or not a responsible person has applied for extensions to a technical code permit or renewed an expired permit, as well as the number of extensions and renewals that a responsible person has previously sought or obtained from the city. (h) Whether or not a responsible person has made substantial progress, as determined by the city, in performing nuisance abatement actions under a technical code permit that has expired, or is about to expire.
(i) Whether delays in completing, nuisance abatement actions under a technical code permit have occurred, and the reason(s) for such delays. (4) Abandoned structure(s) or abandoned personal property that is/are visible from public or private property.
(5) Interior portions of buildings or structures (including, but not limited to attics, ceilings, walls floors, basements, mezzanines, and common areas) that have become defective, unsightly, or are maintained in a condition of dilapidation, deterioration or disrepair to such an extent as to result in, or tend to result in, a diminution in property values, or interferes with the peaceful use, possession and/or enjoyment of adjacent properties, or where such condition otherwise violates, or is contrary to the Santa Fe Springs Municipal Code, or state law. (6) Exterior portions of buildings or structures (including, but not limited to, roofs, balconies, decks, fences, stairs, stairways, walls, signs and fixtures), as well as sidewalks, driveways and parking areas, that have become defective, unsightly, or are maintained in a condition of dilapidation, deterioration or disrepair and/or result in, or tend to result in, a diminution in property values, or that interfere with the peaceful use, possession and/or enjoyment of adjacent properties, or where such condition otherwise violates, or is contrary to the Santa Fe Springs Municipal Code, or state law.
(7) Clothes lines in all exterior and outdoor yard areas where visible from a public right-ofway. (8) Exterior light fixtures with broken lamps, lens or light bulbs and/or supporting poles or structures and mounting fixtures that have become defective, dilapidated, deteriorated or that are in disrepair.
(9) Playground equipment designed and made for outdoor use including, without limitation swings, slides, seesaws, jungle gyms, teeter totters and carousels, in front or side yards, if visible from a public right-of way or adjoining property. If permissible in a location, such equipment shall not encroach in a setback area except as authorized by the Santa Fe Springs Zoning Ordinance. Playground equipment that is not in good working order and repair shall constitute junk.
(10) Furniture that is designed and made for outdoor use including but not limited to, tables, chairs and umbrellas, in the front or side yards, if visible from a public right-of way or adjoining property. Outdoor furniture that is not in good working order and repair shall constitute junk.
(11) Decorative lights of any kind that are visible from a public right-of-way, that are erected, displayed or installed on structures or premises before the fourth Thursday of November in any year, or which are not completely removed from structures or premises by February 28 of the succeeding year.
(12) Outdoor placement, whether for storage, display or sale, of products, merchandise and other items of personal property on non-residential premises, except as expressly allowed by the Santa Fe Springs Zoning Regulations.
(13) Containers that are customarily made, or customarily intended to be used, for holding, or shipping or storing freight, cargo or other items of personal property, when placed in outdoor areas of front, side or rear yards of any real property in the city, except as expressly allowed pursuant to §§ 155.623, 155.639, 155.653 and 155.654 of the Santa Fe Springs Municipal Code, and any future amendments thereto. This prohibition applies to such containers regardless of their actual or proposed use on premises in the city. (14) Obstructions of any kind, cause or form that interfere with light or ventilation for a building, or that interfere with, or hinder, ingress and egress therefrom. (15) Broken, defective, damaged, dilapidated, or missing windows or doors in a building or structure.
(16) Windows or doors that remain boarded up or sealed after ten calendar days following written city notice to a responsible person requesting the removal of these coverings and the installation of fully functional or operable windows or doors. City actions to board up or seal windows or doors in order to deter unauthorized entry into structures shall not relieve responsible persons from installing fully functional or operable windows or doors. (17) Overgrown vegetation including, but not limited to, any one of the following:
(a) Vegetation likely to harbor, or promote the presence of, rats, vermin and insects. (b) Vegetation causing detriment to neighboring properties, or that is out of conformity with neighboring community standards to such an extent as to result in, or contribute to, a diminution of property values, including, but not limited to:

1. Lawns with grass in excess of six inches in height.

2. Hedges, trees, or other plant material that are damaging, or likely to damage, structures and/or not maintained in a neat, orderly, and healthy manner as a result of lack of adequate mowing, grooming, trimming, pruning, and/or watering. (c) Vegetation that creates, or promotes, the existence of a fire hazard. (d) Vegetation that overhangs or grows onto or into any public property, including, but not limited to, any public alley, highway, land, sidewalk, street or other public right-of-way, so as to cause an obstruction to any person or vehicle using such public property. (e) Tree branches within five feet of the rooftop of a structure so as to facilitate rodent or animal access thereto.
(18) Dead, decayed, diseased or hazardous trees, weeds, ground cover, and other vegetation, or the absence of healthful vegetation, that causes, contributes to, or promotes, any one of the following conditions or consequences:
(a) An attractive nuisance;
(b) A fire hazard;
(c) The creation or promotion of dust or soil erosion;
(d) A diminution in property values;
(e) A detriment to public health, safety or welfare.
(19) Any form of an attractive nuisance.
(20) (a) Items of junk in any exterior and outdoor yard area, as well as within a garage if required vehicle parking therein is impaired, obstructed or prevented by reason of said items. (b) The existence of a junkyard is not a nuisance when it is an expressly permitted primary use or condition in the applicable zone and the premises are in full compliance with all provisions of the Santa Fe Springs Zoning Ordinance (including all approvals and permits required thereby), and all other applicable provisions of the Santa Fe Springs Municipal Code, as well as all future amendments and additions thereto. (21) Garbage cans, yard waste containers, and recycling containers that are kept, placed or stored in front or side yards and visible from public right-of-ways and/or adjacent property, except at times that solid or yard waste, or recyclables, are scheduled for collection by the city or its permitted collector(s).
(22) (a) The keeping or disposing of, or the scattering or accumulating of combustible or other materials including, but not limited to junk and packing boxes in interior areas of building or structures, when such items or accumulations:

1. Render premises unsanitary or substandard as defined or described in Chapter 10 of the 1997 Uniform Housing Code, which is adopted herein. Chapter 10 is set forth in Appendix A to this chapter.

2. Violate the Los Angeles County Public Health Code.

3. Cause, create, or tend to contribute to, a fire or safety hazard.

4. Harbor, promote, or tend to contribute to, the presence of rats, vermin and insects.

5. Cause, create, or tend to contribute to, an offensive odor.

6. Result in inadequate egress from a building or structure.

7. Cause the premises to be out of conformity with neighboring community standards to such an extent as to result in, or tend to result in, a diminution of property values. (b) This use of land or condition shall not constitute a nuisance when expressly permitted under the applicable zone classification and the premises are in full compliance with all provisions of the Santa Fe Springs Zoning Ordinance, and all other applicable provisions of the Santa Fe Springs Municipal Code, as well as all future amendments and additions thereto. (23) Vehicles exceeding the permissible gross vehicle weight for the public right-of-way or public property upon which they are located. A nuisance also exists under this provision when a vehicle is stopped, kept, placed, parked, or stored on private real property and when such vehicle exceeds the permissible gross vehicle weight for the public right-of-way or public property that were utilized in its placement on said private real property. (24) Any equipment, machinery, or vehicle of any type or description that is ordinarily used in construction that is kept, parked, placed or stored on public or private real property, except when such item is being used during excavation, construction or demolition operations pursuant to an active building and/or other technical code permit. (25) Recreational vehicles, trailers, campers, boats, mobile equipment of any kind in good repair and operational that is transported on, or by, a vehicle, as well as recreational equipment (including, but not limited to, all terrain vehicles, wave runners and jet skis), that are kept or stored in exterior and outdoor yard areas. This prohibition does not apply to such forms of personal property that are in good repair, free of graffiti, displaying current registration or licensing (if required by the State of California) and which the Santa Fe Springs Zoning Ordinance expressly authorizes in said location. Recreational vehicles, trailers, campers, boats, in which ongoing loading or unloading activities (not exceeding 24 hours) are underway, are also excluded from this prohibition. Any of the items in this division (A)(25) that are not in good working order or repair shall constitute junk if located in an outdoor area of a yard, unless they are present, as an approved and permitted primary use, in a junkyard. (26) Vehicles displaying current registration that are in good working order and repair in outdoor yards except on paved driveways or other parking areas that are approved for vehicle parking.
(27) Maintenance of signs, or sign structures, on real property relating to uses no longer lawfully conducted or products no longer lawfully sold thereon, or signs and their structures that are in disrepair or which are otherwise in violation of, or contrary to, the Santa Fe Springs Zoning Ordinance.
(28) Specialty structures that have been constructed for a specific use, and which are unfeasible to convert to other uses, and which are abandoned, partially destroyed or are permitted to remain in a state of partial destruction or disrepair. Such specialty structures include, but are not limited to, the following: tanks for gas or liquid(s), lateral support structures and bulk-heads, utility high-voltage towers and poles, utility high-rise support structures, electronic transmitting antennas and towers, structures which support or house mechanical and utility equipment and are located above the roof lines of existing buildings, high rise freestanding chimneys and smoke stacks, and recreational structures such as tennis courts and cabanas. (29) Any personal property or structure that obstructs or encroaches on any public property, including, but not limited to, any public alley, highway, land, sidewalk, street or other public right-of-way, unless a valid encroachment permit has been issued authorizing said encroachment or obstruction.
(30) Causing, maintaining or permitting graffiti, as defined in of the Santa Fe Springs Municipal Code to be present or remain on a building, structure or vehicle, or portion thereof, that is visible from a public right-of-way or from adjoining property. (31) Storage of hazardous or toxic materials or substances on real property, as so classified by any local, state or federal laws or regulations, in such a manner as to be injurious, or potentially injurious or hazardous, to the public health, safety or welfare, or to adjacent properties, or that otherwise violates local, state or federal laws or regulations. (32) Failure to provide and maintain adequate weather protection to structures or buildings, so as to cause, or tend to cause or promote, the existence of cracked, peeling, warped, rotted, or severely damaged paint, stucco or other exterior covering. (33) Any condition recognized in local or state law or in equity as constituting a public nuisance, or any condition existing on real property that constitutes, or tends to constitute, blight, or that is a health or safety hazard to the community or neighboring properties. (34) Any discharge of any substance or material, other than stormwater, which enters, or could possibly enter, the city’s storm sewer system in violation of the Santa Fe Springs Municipal Code.
(35) Maintenance of any tarp or similar covering on, or over, any graded surface or hillside, except in the following circumstances:
(a) A state of emergency has been declared by local, state or federal officials directly impacting the area to be tarped.
(b) Tarping performed pursuant to an active building or grading permit. (c) Tarps installed during the period from December 1 through March 30 of each year, when required due to forecasted rain or other weather likely to damage or erode a hillside or graded surface.
(36) Maintenance of any tarp or similar covering on, or over, any roof of any structure and/or attached to any type of structure, except during periods of active rainfall, or when specifically permitted under an active roofing or building permit. (37) Canopy or membrane structures, whether or not freestanding, in any outdoor yard areas. This prohibition does not apply to such structures that are authorized by the Santa Fe Springs Zoning Ordinance and that are in full compliance with all approvals, permits and conditions as required by the Santa Fe Springs Municipal Code. This prohibition also does not apply to canopies or membranes over windows, provided that they are in good repair, free of graffiti and are not otherwise prohibited by the Santa Fe Springs Municipal Code. (38) Unsanitary, polluted or unhealthful pools, ponds, standing water or excavations containing water, whether or not they are attractive nuisances but which are nevertheless likely to harbor mosquitoes, insects or other vectors. The likelihood of insect harborage is evidenced by any of the following conditions: water which is unclear, murky, clouded or green; water containing bacterial growth, algae, insect larvae, insect remains, or animal remains; or, bodies of water which are abandoned, neglected, unfiltered or otherwise improperly maintained. (B) Any building or structure used by any person to engage in acts which are prohibited pursuant to the laws of the State of California, the provisions of the Santa Fe Springs Municipal Code, or any other ordinance of this city, including, but not limited to the following acts:
(1) Unlawful possession and/or use of controlled substances; (2) Prostitution; and/or
(3) Unlawful gambling.
(C) A condition, use or activity is present that constitutes a public nuisance as defined by §§ 3479 or 3480 of the Cal. Civil Code, and any future amendments thereto. (D) A condition, use or activity is present that violates any uncodified ordinance, or other provisions of the Santa Fe Springs Municipal Code, or any applicable county or state laws and regulations.
('64 Code, § 17.A-1.1 through 17A-1.16) (Am. Ord. 620, passed 8-12-82; Am. Ord. 798, passed 8-22-91; Am. Ord. 993, passed 6-26-08) Penalty, see § 95.99 § 95.04 ABATEMENT OF PUBLIC NUISANCES.

All conditions or uses that constitute a public nuisance as defined in § 95.02, or that are contrary to, or in violation of, any other provision or requirement of the Santa Fe Springs Municipal Code, or of any applicable county or state law, or regulation thereof, which shall also constitute a public nuisance, shall be abated by rehabilitation, demolition or repair, removal or termination. The procedures for abatement in this part shall not be exclusive and shall not limit or restrict the city from pursuing any other remedies available at law, whether civil, equitable or criminal, or from enforcing city codes and adopted ordinances, or from abating or causing abatement of public nuisances, in any other manner provided by law. ('64 Code, § 17A-2) (Ord. 569, passed 10-25-79; Am. Ord. 993, passed 6-26-08) Penalty, see § 95.99
§ 95.05 CONTINUING OBLIGATION OF RESPONSIBLE PERSONS TO ABATE PUBLIC NUISANCE.
(A) Responsible persons shall not allow, cause, create, maintain or permit a public nuisance to exist on their premises. If public nuisances do arise or occur, responsible persons shall promptly abate them by rehabilitation, demolition or repair, removal or termination with all required city approvals, permits and inspections, when applicable. (B) The city may exercise its administrative, civil/injunctive and criminal remedies, or any one or combination of these remedies, to compel responsible persons to abate a public nuisance when, in its judgment, such persons have not completed nuisance abatement actions in a timely or proper manner, or when responsible persons have failed to prevent an occurrence or recurrence of a public nuisance.
(Ord. 993, passed 6-26-08) Penalty, see § 95.99
§ 95.06 RIGHT OF ENTRY.
(A) The Director of Police Services may use all lawful means to enter upon any property in the City for the purpose of inspecting the property for a public nuisance and/or for the removal of any public nuisance from said property, as such public nuisance is defined in this chapter. (B) If a property owner or occupant refuses to allow the Director of Police Services entry upon the property for inspection or abatement of a public nuisance, the Director of Police Services shall apply to a judge of a court of competent jurisdiction for a warrant authorizing the entrance upon such property to perform an inspection or abatement of such nuisance. ('64 Code, § 17A-3) (Ord. 569, passed 10-25-79; Am. Ord. 993, passed 6-26-08) § 95.07 ABATEMENT NOTICE.
(A) Whenever the Director of Police Services finds that any premises or property within the city is maintained contrary to the provisions of this Chapter, an Abatement Notice may be issued to all Responsible Person(s) to abate the public nuisance. (B) The Abatement Notice shall describe the action required to abate the public nuisance which may include corrections, repairs, demolition, removal, obtaining the necessary permits, vacating tenants or other appropriate action and shall establish time frames by which each action must occur.
(C) The Abatement Notice shall explain the consequences should the Responsible Person(s) fail to comply with the terms of the notice.
(D) The Abatement Notice shall identify all applicable hearing rights. (E) Such notice shall be served upon all Responsible Person(s) either by personal service or by first class mail, return receipt requested. The official issuing a Notice of Abatement to an owner of real property may rely on that person’s mailing address according to the last equalized assessment roll of the Los Angeles County Assessor’s Office in determining a service address for the Abatement Notice. Failure of any owner to receive a Notice of Abatement by mail shall not invalidate any action or proceeding pursuant to this chapter. § 95.08 NOTICE OF HEARING.
(A) In the event the Responsible Person(s) fails, neglects or refuses to comply with the Abatement Notice, a public hearing before the Hearing Officer shall be held pursuant to Section

95.09 of this Chapter. At least ten (10) calendar days before the hearing, notice of said hearing shall be personally served upon or mailed via certified mail, postage paid, return receipt requested, to the Responsible Person(s). Service by certified mail shall be deemed effective on the date of mailing. If the foregoing notice is returned undelivered by the United States Post Office, the hearing shall be continued to a date not less than ten calendar days from the date of such return and the same notice shall then be posted conspicuously on the affected premises at least ten calendar days before the hearing.
(B) The notice shall indicate the nature of the alleged nuisance, the assessor’s parcel number and street address, the designation of the time and place of the hearing to determine whether the same constitutes a nuisance, and the manner of its proposed abatement if the same is found to be a nuisance.
(C) Notices of hearing shall also be sent to adjacent property owners and any other persons as may be deemed appropriate by the Director of Police Services. (D) The failure of any person to receive the notice shall not affect the validity of any proceedings under this chapter.
§ 95.09 CONTENT AND CONDUCT OF HEARING.
(A) All hearings under this chapter shall be held before a Hearing Officer who shall hear and consider all relevant evidence offered as to whether a nuisance, in fact, exists. All hearings under this chapter are informal, and formal rules of evidence and discovery do not apply. The city bears the burden of proof to establish a nuisance exists by a preponderance of evidence.

The Responsible Person(s) and the enforcement officer issuing the Notice, as well as all other interested persons, shall have the opportunity to present evidence and to cross-examine witnesses. The Responsible Person(s) or other interested persons may represent himself, herself or themselves or be represented by anyone of his, her or their choice. The Responsible Person(s) or other interested persons may bring an interpreter to the hearing at his, her or their sole expense.
(B) The Responsible Person(s) may appear in person at the hearing or present a written statement to be considered by the Hearing Officer at the hearing. (C) The failure of the Responsible Person(s) to appear at the hearing or present a written statement to be considered by the Hearing Officer at the hearing shall constitute a waiver of the hearing and a failure to exhaust administrative remedies concerning the Abatement Notice. (D) At the conclusion of the hearing, if the Hearing Officer determines that a public nuisance exists, he or she shall adopt written findings declaring the subject property to be a public nuisance and order removal or abatement of the item(s) in question from the site within a reasonable period of time which shall commence upon the date the findings and order are served upon the Responsible Person(s).
(E) Nothing contained in this chapter shall obligate the city to undertake abatement actions pursuant to an Abatement Notice.
§ 95.10 ABATEMENT BY RESPONSIBLE PERSON PRIOR TO HEARING. (A) Any responsible person shall have the right to abate a nuisance in accordance with the Abatement Notice at his or her own expense, provided all corrective actions are completed with all required city permits, approvals and inspections, prior to the date the matter is set for a hearing.
(B) A hearing shall be cancelled if all nuisance conditions or activities are, as determined by the city, fully and lawfully abated prior thereto.
§ 95.11 [RESERVED]
§ 95.12 [RESERVED]
§ 95.13 [RESERVED]
§ 95.14 DECISION OF HEARING OFFICER; ORDER OF ABATEMENT. (A) Within a reasonable time, not to exceed 15 calendar days following conclusion of the hearing, the Hearing Officer shall make any one or more of the following determinations in a written decision ("Order of Abatement"):
(1) A finding and description of each nuisance condition at the subject property, or the nonexistence thereof. In the latter instance, the Hearing Officer shall cancel the Notice of Abatement.
(2) The name of each person responsible for a nuisance condition, or conditions, at the subject property, as well as the name of any Responsible Person(s) who lacks responsibility therefor.
(3) The required corrective action and completion date for each unabated nuisance condition.
(4) Any other finding, determination or requirement that is relevant or related to the subject matter of the appeal.
(B) The decision of the Hearing Officer is final and conclusive. The Order of Abatement shall also contain the following statement:
"The Hearing Officer’s decision is final, and judicial review of this decision is subject to the provisions and time limits set forth in California Code of Civil Procedure Sections 1094.5 and 1094.6."
(C) A copy of the Order of Abatement shall be served on all Responsible Persons by first class mail to the address(es) stated on the appeal form. Failure of a Responsible Person(s) to receive a properly addressed Order of Abatement shall not invalidate any action or proceeding by the city pursuant to this chapter.
(D) The failure of any Responsible Person(s) to comply with an Order of Abatement by completing each of the requisite corrective actions in the manner and time set forth in the Order of Abatement shall constitute a misdemeanor offense punishable in accordance with § 10.97. ('64 Code, § 17A-6) (Ord. 569, passed 10-25-79; Am. Ord. 993, passed 6-26-08) Penalty, see § 95.99
§ 95.15 ABATEMENT OF NUISANCE BY RESPONSIBLE PERSONS PRIOR TO CITY ABATEMENT ACTIONS.
(A) Any responsible person shall have the right to fully abate a nuisance in accordance with the Hearing Officer’s Order of Abatement prior to the date of entry of city forces or agents upon the subject real property, provided that all corrective actions are completed with all required city permits, approvals and inspections, prior to said entry date. In such instances, all administrative proceedings shall be cancelled, except with regard to the city’s right to recover its incurred incidental expenses, code enforcement fees and attorney’s fees as provided for in this chapter. (B) Once the city enters a subject real property to abate a public nuisance, it shall have the right to complete this action.
(C) It is unlawful and a misdemeanor to obstruct, impede, or interfere with city personnel in the performance of any act that is carried out in complying with an Order of Abatement pursuant to this chapter.
(Ord. 993, passed 6-26-08) Penalty, see § 95.99
§ 95.16 EMERGENCY ACTION TO ABATE IMMINENT HAZARD.
(A) Notwithstanding any provision of the Santa Fe Springs Municipal Code Municipal Code to the contrary, the Police Services Director, the Fire Chief, the Public Works Director, or the Building Official, or any of their designees, may cause a public nuisance to be summarily abated if it is determined that the nuisance creates an imminent hazard to a person or persons, or to other real or personal property. Prior to abating the nuisance, the City Manager, or a designee thereof, may attempt to notify a responsible person by telephone or in writing of the imminent hazard and request its abatement by said person. A public official may, in his or her discretion, dispense with an attempt of prior notification of a responsible person if the nature or severity of the hazard justifies such inaction.
(B) If, in the sole discretion of the public official declaring an imminent hazard, the responsible person(s) fail(s) to take immediate and meaningful steps to abate the imminent hazard, the city may abate the nuisance with city personnel, and charge the costs and fees thereof to the responsible person(s).
(C) If the Director moves to abate the nuisance, the city shall follow the provisions in Section

95.06 to gain entry to the property.
(D) Within ten business days following emergency actions of city personnel to abate an imminent hazard, the city shall serve any responsible person with a Notice of Emergency Abatement by city personnel of an imminent hazard by personal service or certified mail, return receipt requested. The city may, if a responsible person is a property owner, rely on that person’s mailing address according to the last equalized assessment roll of the Los Angeles County Assessor’s Office in determining a service address for this notice. Failure of any responsible person to receive a Notice of Emergency Abatement by city personnel of an imminent hazard by mail shall not invalidate any action or proceeding pursuant to this chapter. (E) A Notice of Emergency Abatement by city personnel of an Imminent Hazard shall contain the following provisions:
(1) The name of all known Responsible Persons who are being served with the Notice of Emergency Abatement by city personnel of an imminent hazard and the address of the real property on which the imminent hazard was present.
(2) A brief description of the condition(s) and reasons why it constitutes an imminent hazard.
(3) A brief description of the law prohibiting or pertaining to the imminent hazard. (4) A brief description of the actions city personnel took to abate the imminent hazard. (F) Omission of any of the foregoing provisions in a Notice of Emergency Abatement by city personnel of an Imminent Hazard, whether in whole or in part, or the failure of a responsible person to receive this document, shall not render it defective or render any proceeding or action pursuant to this chapter invalid.
(G) The city shall be entitled to recover its fees and costs (incidental or otherwise) for the abatement of an imminent hazard. In such instances, the city shall follow the procedures set forth in this chapter.
(H) Any abatement pursuant to this section shall be limited to the actions necessary to neutralize the immediate danger only. A post-abatement hearing shall be provided to the Responsible Person(s).
(Ord. 993, passed 6-26-08) Penalty, see § 95.99
§ 95.17 COMBINATION OF NOTICES.

The notices that are authorized by this chapter may be combined in the discretion of the city. (Ord. 993, passed 6-26-08)
§ 95.18 ESTABLISHMENT OF COSTS OF ABATEMENT.
(A) The city shall keep an accounting of the costs, fees and expenses (collectively hereafter, the "costs") of abating a public nuisance.
(B) The city shall serve a Statement of Abatement Costs on the responsible persons within 20 calendar days of the city’s completion of nuisance abatement actions. Service of this statement may be made in the manner provided for in § 95.08. (C) A responsible person shall tender the costs in U.S. currency to the City within ten calendar days of the date of service of the Statement of Abatement Costs. Alternatively, a responsible person may contest the statement in the manner provided for in division (D) below. (D) A responsible person has the right to contest a Statement of Abatement Costs by filing a written request for an appeal with the City Clerk’s office (located at 11710 E. Telegraph Road, Santa Fe Springs, CA 90670) within ten calendar days of service of the Statement of Abatement Costs.
(1) A written request for an appeal shall contain the following information:
(a) Name, address, and telephone number of each responsible party who is appealing the Statement of Abatement Costs (hereinafter, "appellant"). (b) Address and description of real property upon which the city abated a public nuisance.
(c) Date of Statement of Abatement Costs being appealed. (d) Specific action or decision being appealed.
(e) Grounds for appeal in sufficient detail to enable the City Council to understand the nature of the controversy.
(f) The signature of at least one appellant.
(2) No fee shall be due for the filing of an appeal.
(3) Failure of the City Clerk to receive a timely appeal constitutes a waiver of the right to contest a Statement of Abatement Costs. In this event, the Statement of Abatement Costs is final and binding.
(E) The city may proceed to collect its costs as contained in a final Statement of Abatement Costs in any manner allowed by law.
(F) If a timely appeal is received by the City Clerk, a hearing shall be set before the City Council no later than 45 days, and no sooner than ten days, of any request for an appeal. A notice of the date, time and location of the hearing shall be served on all responsible persons who contested the Statement of Abatement Costs by first class mail to the address(es) stated on the appeal form at least ten calendar days prior to the hearing. Failure of a person to receive a properly addressed notice shall not invalidate any action or proceeding by the city pursuant to this chapter.
(G) At the time and place fixed for receiving and considering the Statement of Abatement Costs, the City Council shall hear and pass upon the evidence submitted by city personnel, together with any objections or protests raised by responsible persons liable for said costs.

Thereupon, the City Council may make such revision, correction or modification to the statement as it may deem just, after which the statement, as it is submitted, or as revised, corrected or modified, shall be confirmed. The hearing may be continued from time to time for good cause.
(H) The decision of the City Council is final.
(I) The City Clerk shall cause a confirmed Statement of Abatement Costs to be served upon all appellants who contested the original statement by first class mail to the address(es) stated on the appeal form. This document shall also contain the following statement:
"Judicial review of the City Council’s decision is subject to the provisions and time limits set forth in California Code of Civil Procedure Sections 1094.5 and 1094.6." (J) Failure of an appellant to receive a properly addressed confirmed statement shall not invalidate any action or proceeding by the city pursuant to this chapter. (K) A responsible person shall tender the costs in U.S. currency to the city within ten calendar days of the date of service of the confirmed Statement of Abatement Costs. The city may thereafter proceed to collect its costs as contained in the confirmed Statement of Abatement Costs in any manner allowed by law.
('64 Code, § 17A-11) (Ord. 569, passed 10-25-79; Am. Ord. 993, passed 6-26-08) § 95.19 COLLECTION OF COSTS OF ABATEMENT BY SPECIAL ASSESSMENT. (A) The city may cause a special assessment to be made upon real property upon which a public nuisance was abated pursuant to Cal. Gov’t Code § 38775.5, and future amendments thereto, in the event a Statement of Abatement Costs or a confirmed Statement of Abatement Costs is not paid in a timely manner.
(B) A Notice of Special Assessment shall be sent to the owner(s) of the subject real property by certified mail at the time the assessment is the imposed which shall contain the following recitals:

The property may be sold after three years by the tax collector for unpaid delinquent assessments. The tax collector’s power of sale shall not be affected by the failure of the property owner to receive notice. The assessment may be collected at the same time and in the same manner as ordinary municipal taxes are collected, and shall be subject to the same penalties and the same procedure and sale in case of delinquency as provided for ordinary municipal taxes. All laws applicable to the levy, collection and enforcement of municipal taxes shall be applicable to the special assessment. However, if any real property to which the cost of abatement relates has been transferred or conveyed to a bona fide purchaser for value, or if a lien of a bona fide encumbrancer for value has been created and attaches thereon, prior to the date on which the first installment of the taxes would become delinquent, then the cost of abatement shall not result in a lien against the real property but instead shall be transferred to the unsecured roll for collection.

All laws applicable to the levy, collection, and enforcement of municipal taxes shall be applicable to the special assessment.

The real property hereinbefore mentioned, and upon which the special assessment is levied, is that certain parcel of land lying and being in the City of Santa Fe Springs, County of Los Angeles, State of California, commonly known as [street address], and more particularly described as follows:
[Legal description, including assessor’s parcel number] The owner of record of the parcel of land is:
[Name and address of recorded owner of the parcel].
(D) The Notice of Special Assessment shall be entitled to recordation with the Los Angeles County Recorder’s Office.
(E) The amount of a special assessment shall also constitute a personal obligation of the property owners of land upon which the nuisance was abated. ('64 Code, § 17A-12) (Ord. 569, passed 10-25-79; Am. Ord. 993, passed 6-26-08) § 95.20 COLLECTION OF COSTS OF ABATEMENT BY NUISANCE ABATEMENT LIEN. (A) As an alternative to the procedure contained in § 95.19, the city may cause a nuisance abatement lien to be recorded upon real property upon which a public nuisance was abated pursuant to Cal. Gov’t Code § 38773.1, and future amendments thereto, in the event a Statement of Abatement Costs or a confirmed Statement of Abatement Costs is not paid in a timely manner.
(B) A lien shall not be recorded prior to serving the owner of record of the parcel of land on which the public nuisance is maintained, with a notice. This document shall be served in the same manner as a summons in a civil action in accordance with Article 3 (commencing with § 415.10) of Chapter 4 of Title 5 of Part 2 of the Cal. Code of Civ. Proc. If the owner of record, after diligent search cannot be found, the notice may be served by posting a copy thereof in a conspicuous place upon the property for a period of ten days and publication thereof in a newspaper of general circulation published in the county in which the property is located pursuant to § 6062 of the Cal. Gov’t Code.
(C) The nuisance abatement lien shall be recorded in the Los Angeles County Recorder’s office in the county in which the parcel of land is located and from the date of recording shall have the force, effect, and priority of a judgment lien. (D) A nuisance abatement lien authorized by this section shall specify the amount of the lien for the City of Santa Fe Springs, the name of the city department on whose behalf the lien is imposed, the date of the abatement actions, the street address, legal description and assessor’s parcel number of the parcel on which the lien is imposed, and the name and address of the recorded owner of the parcel.
(E) In the event that the lien is discharged, released, or satisfied, either through payment or foreclosure, notice of the discharge containing the information specified in division (D) above shall be recorded by the city. A nuisance abatement lien and the release of the lien shall be indexed in the grantor-grantee index.
(F) A nuisance abatement lien may be foreclosed by an action brought by the city for a money judgment.
(G) The city may recover from the property owner any costs incurred regarding the processing and recording of the lien and providing notice to the property owner as part of its foreclosure action to enforce the lien.
(H) The amount of a nuisance abatement lien shall also constitute a personal obligation of the property owners of land upon which the nuisance was abated. ('64 Code, § 17A-12) (Ord. 569, passed 10-25-79; Am. Ord. 993, passed 6-26-08) § 95.21 TREBLE COSTS OF ABATEMENT.

Upon entry of a second or subsequent civil or criminal judgment within a two-year period finding that an owner of property is responsible for a public nuisance pursuant to this chapter, the court may order that person to pay treble the costs of the abatement. (Ord. 993, passed 6-26-08)
§ 95.24 RECOVERY OF ATTORNEY’S FEES.
(A) A prevailing party in any administrative, civil or equitable judicial action to abate, or cause the abatement of a public nuisance as defined in § 95.02, or in any appeal or other judicial action arising therefrom, may recover reasonable attorney’s fees in accordance with the following:
(1) Attorney’s fees are not recoverable by any person as a prevailing party unless the City Manager, or a designee thereof, or an attorney for, and on behalf of, the city, elects in writing to seek recovery of the City’s attorney’s fees at the initiation of that individual action or proceeding.

Failure to make such an election precludes any entitlement to, or award of, attorney’s fees in favor of any person or the City.
(2) The City is the prevailing party when an administrative or judicial determination is made or affirmed by which a person is found to be responsible for one or more conditions or activities that constitute a public nuisance. A person is the prevailing party only when a final administrative or judicial determination completely absolves that person of responsibility for all conditions or activities that were alleged, in that action or proceeding, to constitute a public nuisance. An administrative or judicial determination that results in findings of responsibility and non-responsibility on the part of a person for conditions or activities that were alleged in that action or proceeding to constitute a public nuisance, shall nevertheless result in the city being the prevailing party.
(B) Provided that the city has made an election to seek attorney’s fees, an award of attorney’s fees to a person shall not exceed the amount of reasonable attorney’s fees incurred by the city in that action or proceeding.
(Ord. 993, passed 6-26-08)
§ 95.25 APPLICABILITY OF OTHER LAWS.
(A) This chapter does not exclusively regulate the conditions and use of property within the city. This chapter shall supplement other provisions of this code and other statutes, ordinances or regulations now existing or subsequently enacted by the city, the state or any other entity or agency having jurisdiction.
(B) The procedures for abatement set forth in this chapter are not exclusive and are in addition to any other provisions set forth in this code or by state law for the abatement of public nuisances.
(Ord. 993, passed 6-26-08)
§ 95.99 PENALTY.
(A) Notwithstanding any other provision of the Santa Fe Springs Municipal Code to the contrary, any person who maintains a public nuisance, or who violates any provision of this chapter, or who fails to comply with any obligation or requirement of this chapter, is guilty of a misdemeanor unless the offense is charged as an infraction by a prosecuting attorney. (B) Each person shall be guilty of a separate offense for each and every day, or part thereof, during which a violation of this chapter, or of any law or regulation referenced on this chapter, is allowed, committed, continued, maintained or permitted by such person, and shall be punishable accordingly.
('64 Code, §§ 17A-13, 17A-14, 17A-16) (Ord. 569, passed 10-25-79; Am. Ord. 993, passed 6- 26-08)
APPENDIX A: 1997 UNIFORM HOUSING CODE, CHAPTER 10
CHAPTER 10

SUBSTANDARD BUILDINGS
SECTION 1001 — DEFINITION
1001.1 General. Any building or portion thereof that is determined to be an unsafe building in accordance with Section 102 of the Building Code, or any building or portion thereof, including any dwelling unit, guest room or suite of rooms, or the premises on which the same is located, in which there exists any of the conditions referenced in this section to an extent that endangers the life, limb, health, property, safety or welfare of the public or the occupants thereof, shall be deemed and hereby are declared to be substandard buildings. 1001.2 Inadequate Sanitation. Buildings or portions thereof shall be deemed substandard when they are unsanitary. Inadequate sanitation shall include, but not be limited to, the following:

1. Lack of or improper water closet, lavatory, bathtub or shower in a dwelling unit or lodging house.

2. Lack of or improper water closets, lavatories, and bathtubs or showers per number of guests in a hotel.

3. Lack of or improper kitchen sink in a dwelling unit.

4. Lack of hot and cold running water to plumbing fixtures in a hotel.

5. Lack of hot and cold running water to plumbing fixtures in a dwelling unit or lodging house.

6. Lack of adequate heating facilities.

7. Lack of or improper operation of required ventilating equipment.

8. Lack of minimum amounts of natural light and ventilation required by this code.

9. Room and space dimensions less than required by this code.

10. Lack of required electrical lighting.

11. Dampness of habitable rooms.

12. Infestation of insects, vermin or rodents as determined by the health officer.

13. General dilapidation or improper maintenance.

14. Lack of connection to required sewage disposal system.

15. Lack of adequate garbage and rubbish storage and removal facilities as determined by the health officer.
1001.3 Structural Hazards. Buildings or portions thereof shall be deemed substandard when they are or contain structural hazards. Structural hazards shall include, but not be limited to, the following:

1. Deteriorated or inadequate foundations.

2. Defective or deteriorated flooring or floor supports.

3. Flooring or floor supports of insufficient size to carry imposed loads with safety.

4. Members of walls, partitions or other vertical supports that split, lean, list or buckle due to defective material or deterioration.

5. Members of walls, partitions or other vertical supports that are of insufficient size to carry imposed leads with safety.

6. Members of ceilings, roofs, ceiling and roof supports, or other horizontal members that sag, split or buckle due to defective material or deterioration.

7. Members of ceilings, roofs, ceiling and roof supports, or other horizontal members that are of insufficient size to carry imposed loads with safety.

8. Fireplaces or chimneys that list, bulge or settle due to defective material or deterioration.

9. Fireplaces or chimneys that are of insufficient size or strength to carry imposed loads with safety.
1001.4 Nuisances. Buildings or portions thereof in which there exists any nuisance as defined in this code are deemed substandard buildings.
1001.5 Hazardous Electrical Wiring. Electrical wiring that was installed in violation of code requirements in effect at the time of installation or electrical wiring not installed in accordance with generally accepted construction practices in areas where no codes were in effect or that has not been maintained in good condition or that is not being used in a safe manner shall be considered substandard.
1001.6 Hazardous Plumbing. Plumbing that was installed in violation of code requirements in effect at the time of installation or plumbing not installed in accordance with generally accepted construction practices in areas where no codes were in effect or that has not been maintained in good condition or that is not free of cross-connections or siphonage between fixtures shall be considered substandard.
1001.7 Hazardous Mechanical Equipment. Mechanical equipment that was installed in violation of code requirements in effect at the time of installation or mechanical equipment not installed in accordance with generally accepted construction practices in areas where no codes were in effect or that has not been maintained in good condition shall be considered substandard.
1001.8 Faulty Weather Protection. Buildings or portions thereof shall be considered substandard when they have faulty weather protection, which shall include, but not be limited to, the following:

1. Deteriorated, crumbing or loose plaster.

2. Deteriorated or ineffective waterproofing of exterior walls, roof, foundations or floors, including broken windows or doors.

3. Defective or lack of weather protection for exterior wall coverings, including lack of paint, or weathering due to lack of paint or other approved protective coating.

4. Broken, rotted, split or buckled exterior wall coverings or roof coverings. 1001.9 Fire Hazard. Any building or portion thereof, device, apparatus, equipment, combustible waste, or vegetation that, in the opinion of the chief of the fire department, is in such a condition as to cause a fire or explosion or provide a ready fuel to augment the spread and intensity of fire or explosion arising from any cause shall be considered substandard. 1001.10 Faulty Materials of Construction. The use of materials of construction, except those that are specifically allowed or approved by this code and the Building Code, and that have been adequately maintained in good and safe condition, shall cause a building to be substandard.
1001.11 Hazardous or Insanitary Premises. The accumulation of weeds, vegetation, junk, dead organic matter, debris, garbage, offal, rat harborages, stagnant water, combustible materials, and similar materials or conditions on a premises constitutes fire, health or safety hazards that shall be abated in accordance with the procedures specified in Chapter 11 of this code.
1001.12 Inadequate Exits. Except for those buildings or portions thereof that have been provided with adequate exit facilities conforming to the provisions of this code, buildings or portions thereof whose exit facilities were installed in violation of code requirements in effect at the time of their construction or whose exit facilities have not been increased in number or width in relation to any increase in occupant load due to alterations, additions or change in use or occupancy subsequent to the time of construction shall be considered substandard.

Notwithstanding compliance with code requirements in effect at the time of their construction, buildings or portions thereof shall be considered substandard when the building official finds that an unsafe condition exists through an improper location of exits, a lack of an adequate number or width of exits, or when other conditions exist that are dangerous to human life. 1001.13 Inadequate Fire-protection or Firefighting Equipment. Buildings of portions thereof shall be considered substandard when they are not provided with fire-resistive construction or fire-extinguishing systems or equipment required by this code, except those buildings or portions thereof that conformed with all applicable laws at the time of their construction and whose fire-resistive integrity and fire-extinguishing systems or equipment have been adequately maintained and improved in relation to any increase in occupant load, alteration or addition, or any change in occupancy.
1001.14 Improper Occupancy. All buildings or portions thereof occupied for living, sleeping, cooking or dining purposes that were not designed or intended to be used for such occupancies shall be considered substandard.

City Council Meeting May 2, 2023
Report Submitted By: Tom Hatch and Oscar Jimenez Date of Report: April 26, 2023 Department: City Manager’s Office/Finance and Administration Services City of Santa Fe Springs

NEW BUSINESS
Resolution No. 9862- Increasing the Compensation for Members of the Planning Commission and Traffic Commission

BACKGROUND
The compensation for Planning Commission and Traffic Commission members is $50 per meeting and, according to the City’s records, has been set at this amount since 1981. It was brought to staff’s attention that this amount should be reviewed, and staff conducted a survey of seven surrounding cities and the respective stipend amount for their commissions (attached). Based on the survey, a $50 dollar stipend per meeting is average among the seven surrounding cities researched; $18 dollars per meeting being the lowest and $150 being the highest. Although the survey shows that Planning Commission and Traffic Commission members are being compensated the average amount compared to surrounding cities, members of the Planning Commission and Traffic Commission are residents who significantly contribute to the City’s operation and success by serving on their respective commissions, and staff is supportive of a compensation increase to $100 per meeting attended
Sections 32.07 and 70.42 of the Code of Santa Fe Springs provide that the compensation for Planning Commission and Traffic Commission members shall be set by City Council resolution for each meeting attended. If adopted, the attached Resolution would provide for compensation at a rate of $100 per meeting attended.

FISCAL IMPACT
Implementing an increase of compensation to Planning Commission and Traffic Commission will increase the yearly cost by approximately $3,000 each and will be accounted for in the FY 2023-24 budget.

RECOMMENDATION
Adopt Resolution No. 9862 increasing the compensation to Planning Commission and Traffic Commission members from $50 dollars to $100 dollars, per meeting attended.

ITEM NO. 9
City Council Meeting May 2, 2023
Report Submitted By: Tom Hatch and Oscar Jimenez Date of Report: April 26, 2023 Department: City Manager’s Office/Finance and Administration Services City of Santa Fe Springs
Tom Hatch
Interim City Manager
Attachment(s):

1. Resolution No. 9862

2. Nearby Cities Commissions Compensation Data Report
APPROVED:

ITEM NO.:
1 RESOLUTION NO. 9862

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA FE

SPRINGS INCREASING THE COMPENSATION TO MEMBERS OF THE

PLANNING COMMISSION AND MEMBERS OF THE TRAFFIC COMMISSION WHEREAS, Section 32.07 of the Code of Santa Fe Springs provides that members of the Planning Commission shall be entitled to compensation at a rate set by City Council resolution for each meeting of the Planning Commission attended; and
WHEREAS, Section 70.42 of the Code of Santa Fe Springs provides that members of the Traffic Commission shall be entitled to compensation at a rate established by City Council resolution for each meeting of the Traffic Commission attended; and
WHEREAS, the compensation for attendance at Planning Commission and Traffic Commission meetings has not been increased for many years, and the City Council determines that an increase in compensation is warranted at this time.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA FE SPRINGS HEREBY RESOLVES AS FOLLOWS:

Section 1. The compensation for Planning Commission members shall be $100.00 per Planning Commission meeting attended.

Section 2. The compensation for Traffic Commission members shall be $100.00 per Traffic Commission meeting attended.

Section 3. This Resolution shall repeal and supersede all prior directives of the City Council regarding Planning Commission and Traffic Commission compensation.

APPROVED AND ADOPTED on this 2nd day of May 2023.

AYES:

NOES:

ABSENT:

ABSTAIN:

Juanita Martin, Mayor
APPROVED:

ITEM NO.:
2 ATTEST:

Janet Martinez, CMC, City Clerk
City Commission Stipend Amount ($) Meetings per month Monthly Stipend Santa Fe Springs Planning Commission $50 dollars per meeting attended 1 meeting per month $50 Santa Fe Springs Traffic Commissions $50 dollars per meeting attended 1 meeting per month $50 Whittier Planning Commission No compensation 2 meetings per month $0 Whittier Cultural Arts Commission No compensation 1 meeting per month $0 Whittier Historic Resources Commission No compensation 1 meeting per month $0 Whittier Parking and Transportation Commission No compensation 1 meeting per month $0 Whittier Parks, Recreation and Community Services Commission No compensation 1 meeting per month $0 Whittier Social Services Commission No compensation 1 meeting per month $0 Downey Planning Commission $36 dollars per meeting attended 2 meetings per month $72 Downey Recreation & Community Services Commission $18 dollars per meeting attended 1 meeting per month $18 Downey Youth Commission No compensation (High School students) 1 meeting per month $0 Norwalk Planning Commission $100 dollars per meeting attended 2 meetings per month $200 Norwalk Art In Public Places Commission No compensation 1 meeting per month $0 Norwalk Community Promotion Commission No compensation 1 meeting per month $0 Norwalk Historical Heritage AD HOC Commission No compensation 1 meeting per month $0 Norwalk International Friendship Commission No compensation TBD $0 Norwalk Parks & Recreation Commission No compensation 1 meeting per month $0 Norwalk Public Safety Commission No compensation 1 meeting per month $0 Norwalk Senior Citizens Commission No compensation 1 meeting per month $0 Norwalk Social Services Commission No compensation 1 meeting per month $0 La Mirada Planning Commission $35 dollars per meeting attended 1 meeting per month $35 La Mirada Public Safety and Traffic Commission $35 dollars per meeting attended 1 meeting per month $35 La Mirada Community Services Commission $35 dollars per meeting attended 1 meeting per month $35 Montebello Planning Commissions $50 dollars per meeting attended 2 meetings per month $100 Montebello Parks & Recreation Commission $50 dollars per meeting attended 1 meeting per month $50 Montebello Personnel Advisory Commission $50 dollars per meeting attended 1 meeting per month $50 Montebello Youth and Education Commission $50 dollars per quarterly meeting attended 1 meeting quartely $50 every 3 months Lakewood Planning and Environment Commission $50 dollars per meeting attended 1 meeting per month $50 Lakewood Recreation & Community Services Commission $50 dollars per meeting attended 1 meeting per month $50 Lakewood Community Safety Commission $50 dollars per meeting attended 1 meeting per month $50 Bellflower Planning Commission $150 dollars per meeting attended 2 meetings per month $300 Bellflower Parks and Recreation Commission $100 dollars per meeting attended 1 meeting per month $100 Bellflower Public Safety Commission $100 dollars per meeting attended 1 meeting per month $100

SURROUNDING CITIES COMMISSION COMPENSATION
City Council Meeting May 2, 2023
Report Submitted By: Maricela Balderas Date of Report: April 27, 2023 Department of Community Services
City of Santa Fe Springs

PRESENTATION
Introduction of Dr. Ramiro Rubalcaba, Superintendent of Los Nietos School District

BACKGROUND
Dr Ramiro Rubalcaba, the newly appointed Superintendent of the Los Nietos School District, visited the Library on March 23, 2023. He met with Maricela Balderas, Director of Community Services and Library staff. After touring the Library, Dr. Rubalcaba and staff discussed Library resources and as well as opportunities for collaboration with the Community Services Department. Dr. Rubalcaba was then invited to be introduced to the City Council at a Council meeting.

Dr. Ramiro Rubalcaba has served as an educator for 27 years as a Teacher’s Assistant, Teacher, Assistant Principal, Principal, and Assistant Superintendent of Human Resources prior to his appointment as the Superintendent for Los Nietos School District. In addition, Dr. Rubalcaba has served as an Adjunct Professor at the University of La Verne and as a consultant and speaker for many school districts and organizations across the country including the U.S. Office for Civil Rights, the California Department of Justice, and Department of Education. Dr. Rubalcaba has been actively involved with the Association of California School Administrators (ACSA) serving on the Secondary School Principal’s State Council for Region 15, as a facilitator for the Personnel Academy, and was fortunate to serve on a delegation with ACSA that went to Washington D.C. to lobby for California education. In 2021, ACSA Region 12 named Dr. Rubalcaba Personnel Administrator of the Year.

The Mayor may wish to call on Maricela Balderas, Director of Community Services to introduce Dr. Rubalcaba to the City Council. Also in attendance tonight is Maritza Nieves, member of the Board of Trustees of the Los Nietos School District.

Tom Hatch
Interim City Manager

RECOMMENDATION
Introduction of Dr. Ramiro Rubalcaba to the City Council.

ITEM NO. 10A
City of Santa Fe Springs
City Council Meeting May 2, 2023
Report Submitted By: Dino Torres Date of Report: April 17, 2023 Department of Police Services

PRESENTATION
Proclamation- Proclaiming May 14-20th 2023, as “National Police Week”

BACKGROUND
In 1962, President Kennedy proclaimed May 15 as National Peace Officers Memorial Day and the calendar week in which May 15 falls, as National Police Week which pays special recognition to those law enforcement officers who have lost their lives in the line of duty for the safety and protection of others.

National Police Week is a collaborative effort of many organizations dedicated to honoring America's law enforcement community. The City of Santa Fe Springs would like to recognize “National Police Week 2023” and honor the service and sacrifice of those law enforcement officers who have lost their lives in the line of duty while protecting our communities. Law Enforcement Week and Peace Officers Memorial Day give us an opportunity to honor these heroes and recognize the sacrifices made in order to protect and serve our communities.

Please join the City of Santa Fe Springs in honoring National Police Week 2023 by recognizing and appreciating the critical contributions and sacrifices made by our Whittier Police Officers and our law enforcement partners proudly serving Santa Fe Springs. We encourage our community to express their gratitude and appreciation for our law enforcement officers who are all too seldom recognized for their commitment to the safety and well-being of our Santa Fe Springs community.

Tom Hatch
Interim City Manager
Attachment:
“National Police Week 2023” Proclamation

RECOMMENDATION
The Mayor may wish to call upon Dino Torres, Director of Police Services, to assist with this presentation.

ITEM NO. 10B
Proclamation, Proclaiming May 14-20, 2023, as “National Police Week” Page 2 of 2 Report Submitted By: Dino Torres Date of Report: April 17, 2023 Department of Police Services
WHEREAS, in 1962, President John F. Kennedy signed the first proclamation recognizing May 15 as Peace Officers Memorial Day and the week in which it falls as National Police Week; and
WHEREAS, Whittier Police Officers and our law enforcement partners proudly serving the City of Santa Fe Springs are dedicated to protecting and serving our neighborhoods, schools, and families; and
WHEREAS, our community members are encouraged to recognize law enforcement professionals, past and present, for their dedicated service to our communities, and for their faithful devotion to their duty to serve and protect and to put their lives on the line for our safety; and
WHEREAS, police officers risk their lives each and every day in order to ensure public safety and enforce the laws of the land; and
WHEREAS, the City of Santa Fe Springs values the courage and devotion of our community and local police, as our collective prosperity depends on the integrity with which our law enforcement officers maintain peace and security; and WHEREAS, throughout this week, and especially on Peace Officers Memorial Day, we honor the memory of those heroes who have fallen in the line of duty, and recognize all those who put themselves at risk every day in order to provide a vital public service in safeguarding the rights and freedoms of our citizens.

NOW, THEREFORE, BE IT RESOLVED that I, Juanita Martin, Mayor of the City of Santa Fe Springs, do hereby proclaim May 15, 2023 as Peace Officers Memorial Day, and May 14 through May 20 as:
“National Police Week 2023”
in Santa Fe Springs and join in commemorating law enforcement officers in our community and communities across the nation, past and present, who by their faithful and loyal devotion to their responsibilities, have rendered a dedicated service to their community and, in so doing, have established for themselves an enviable and enduring reputation for preserving the rights and security of all citizens.

DATED this 2nd day of May, 2023.
_____________________________
Juanita Martin, MAYOR
ATTEST:
_____________________________
Janet Martinez, CITY CLERK
City Council Meeting May 2, 2023
Report Submitted By: Deborah Raia/Maricela Balderas Date of Report: April 27, 2023 Department of Community Services
City of Santa Fe Springs

PRESENTATION
Proclaiming May 15, 2023 as Santa Fe Springs History Day – Celebratiing 66th Anniversary as a Municipal Government Agency

BACKGROUND
The City of Santa Fe Springs was incorporated on May 15, 1957. Last year, at the recommendation of the Historical and Community Preservation Advisory Committee (HCPAC), the City adopted its first ever Santa Fe Springs History Day to educate residents on the City’s rich history, and remember and understand the past so that we can build a brighter future. This year, the City will be celebrating its 66th Anniversary as a municipal government agency.

The following is a brief summary of the history of the incorporation of Santa Fe Springs, as outlined in the publication, Images of America: Santa Fe Springs.

In the old days.... before there was a city called Santa Fe Springs…there was a place called Santa Fe Springs, but it was not a real city. It had no City Hall, no City Council elections and not a single municipal program. Long after World War II had ended, Santa Fe Springs was being operated as a part of Los Angeles County. Less than 500 scattered residents, outnumbered by the 600 oil derricks, called Santa Fe Springs home in 1949. There was no local shopping center or gas station. The mail they received was addressed to “Four Corners,” not Santa Fe Springs. Farmland, rather than freeways dominated the scene, and cows grazed where Los Nietos Park is today.

After decades of booms and busts, Santa Fe Springs was still just another town out in the country. But the place would not be out in the country very much longer. Los Angeles was growing with post war industries, and people moving in needed affordable housing. So rural areas like this one suddenly looked attractive. The first housing tract, Imperial Crest, built in 1949, was at King’s Camp, a eucalyptus grove that had shaded the shabby buildings and tents of a long-gone house of ill repute that thrived during the 1920s oil boom. By 1952, the population of the town ballooned to 8,000, and homes sold for around $13,000. But a new set of problems arose. Schools filled quickly, traffic was getting bad, and dirt roads needed to be paved faster than the County government was capable of paving them. A homeowners association was formed in 1952, and because of the obscurity of their location, it was originally called the Little Lake Homeowners Association. Later it would be renamed the Santa Fe Springs Homeowners Association.

RECOMMENDATION
• Council proclaim May 15, 2023 as Santa Fe Springs History Day.

ITEM NO. 10C
City Council Meeting May 2, 2023
Report Submitted By: Deborah Raia/Maricela Balderas Date of Report: April 27, 2023 Department of Community Services
City of Santa Fe Springs
To incorporate as a City, an election must be held, and a majority of the voters must agree to the formation of a municipal government. The debate over incorporation was fierce at times. Opponents of incorporation claimed that taxes would be raised to fund the new government.

When the election was held on May 15, 1957, Santa Fe Springs became a city by only a 5% margin of victory.

The first City election was held. The first City Council was made up of Betty Wilson, Bill McCann and John Moreno from the residential districts and William Emmons and Foy Lee Peak from industry. City Hall was located in an old house on Telegraph Road. The first City building constructed was the Library in 1961. A new City Hall followed in 1962.

Today, there are twenty eight municipal buildings providing a wide array of services that range from day camps and older adult services to public works and community development. The oil wells no longer outnumber the residents and Santa Fe Springs continues to be a great place to live, work, and play.

The Mayor may wish to call upon Deborah Raia, Library Services Manager, to assist with the presentation.

Tom Hatch
Interim City Manager
Attachment
Proclamation – Proclaiming May 15, 2023 as Santa Fe Springs History Day Attachment No. 1
Proclamation Proclaiming May 15, 2023 as Santa Fe Springs History Day WHEREAS, the City of Santa Fe Springs was incorporated on May 15, 1957; and WHEREAS, on May 15, 2023, the City of Santa Fe Springs will celebrate its 66th Anniversary; and
WHEREAS, Santa Fe Springs is home to over 17,900 residents, over 3,000 businesses, over 5,500 housing units, and spans 8.91 square miles; and
WHEREAS, the City of Santa Fe Springs appreciates the diligent work of the Historical and Community Preservation Advisory Committee to recognize the significance of this monumental anniversary; and
WHEREAS, the City of Santa Fe Springs will celebrate its history and rich culture on August 19, 2023 at Pioneer Living Day.

NOW, THEREFORE, BE IT RESOLVED that the City of Santa Fe Springs will celebrate its second annual Santa Fe Springs History Day on the City’s Anniversary, May 15, 2023 _____________________________

JUANITA MARTIN, MAYOR
ATTEST:
_______________________________

JANET MARTINEZ, CMC, CITY CLERK
City Council Meeting May 2, 2023
Report Submitted By: Maricela Balderas / Ed Ramirez Date of Report: April 24, 2023 Department of Community Services
City of Santa Fe Springs

PRESENTATION
Proclaiming the month of May 2023 as “Older Americans Month” in the City of Santa Fe Springs

BACKGROUND
Every year since 1963, May has been the month to appreciate and celebrate the vitality and aspirations of older adults and their contributions and achievements. It is a proud tradition that shows our nation’s commitment to honor the value that elders continue to contribute to their communities.

This year’s Older Americans Month theme, “Aging Unbound,” is an opportunity to explore an array of aging experiences without being boxed in by expectations and stereotypes. It focuses on the positive aspects of growing older - why everyone has a role to play in combating ageism and how we all benefit when older adults remain engaged, independent, and included in their communities.

This May, communities across the nation will recognize older Americans as productive, active, and influential members of society. Communities that encourage the contributions of older adults are stronger. By engaging and supporting all community members, we recognize that older adults play a key role in the vitality of our neighborhoods, networks, and lives.

While Santa Fe Springs provides services, support, and resources to older adults year-round, Older Americans Month is a great opportunity to show special appreciation. We will continue to provide opportunities for elders to come together and share their experiences with one another, as well as with individuals of other generations.

The Mayor may wish to call members of the Senior Advisory Committee to accept the proclamation.

Tom Hatch
Interim City Manager
Attachment:

Proclamation

RECOMMENDATION
• Proclaim the month of May 2023 “Older Americans Month” in the City of Santa Fe Springs.

ITEM NO. 10D
Attachment No. 1
WHEREAS, Santa Fe Springs includes a growing number of older Americans who contribute their strength, wisdom, and experience to our community; and
WHEREAS, communities benefit when people of all ages, abilities, and backgrounds have the opportunity to participate and live independently; and
WHEREAS, Santa Fe Springs recognizes the need to create a community that offers the services and supports older adults may need to make choices about how they age; and
Whereas, Santa Fe Springs can work to build an even better community for our older residents by:
• Not limiting our thinking about aging,
• Exploring and combating stereotypes,
• Emphasizing the many positive aspects of aging,
• Inspiring older adults to push past traditional boundaries, and • Embracing our community’s diversity.

NOW THEREFORE, I, Juanita Martin, Mayor of the City of Santa Fe Springs on behalf of the entire City Council, do hereby proclaim May 2023 to be Older Americans Month in Santa Fe Springs.

Dated this 2nd day of May 2023.
__________________________

JUANITA MARTIN, MAYOR
ATTEST:
____________________________

JANET MARTINEZ, CITY CLERK
City City Council Meeting May 2, 2023
Report Submitted By: Janet Martinez, City Clerk Date of Report: April 27, 2023 City of Santa Fe Springs

APPOINTMENTS TO COMMITTEES AND COMMISSIONS
Committee Vacancies Councilmember
Historical & Preservation 3 Rounds
Historical & Preservation 1 Zamora
Historical & Preservation 2 Sarno
Historical & Preservation 3 Martin
Family & Human Svcs 1 Rounds
Family & Human Svcs 1 Rodriguez
Parks & Recreation 3 Zamora
Parks & Recreation 1 Sarno
Parks & Recreation 2 Rodriguez
Senior 3 Rounds
Senior 3 Zamora
Senior 2 Sarno
Senior 4 Rodriguez
Senior 3 Martin
Youth Leadership Committee 2 Rounds
Youth Leadership Committee 2 Zamora
Youth Leadership Committee 2 Sarno
Youth Leadership Committee 2 Rodriguez
Youth Leadership Committee 4 Martin
Applications Received: None
Recent Actions: None
Tom Hatch
Interim City Manager
Attachment(s):

1. Prospective Members

2. Committee Lists
ITEM NO. 13
Prospective Members for Various Committees/Commissions
Historical & Community Preservation
Family & Human Services
Heritage Arts
Personnel Advisory Board
Parks & Recreation
Planning Commission
Senior
Traffic Commission
Youth Leadership
9:30 a.m., Library Community Room
Qualifications: 18 Years of age, reside or active in the City Membership: 20 Residents appointed by City Council
Council Liaison: Vacant

APPOINTED BY NAME TERM EXPIRES
DEC 31, 2024
Rounds Maria Salazar
Vacant
Vacant
Vacant
Zamora Hilda Zamora*
Marina Gurrola
Mary Arias
Vacant
Sarno Vacant
Sally Gaitan
Jeannette Lizarraga
Vacant
Rodriguez Elena Lopez*
Mark Scoggins
Gloria Maghame
Blake Carter*
Martin Julie Garcia
Vacant
Vacant
Vacant

HISTORICAL & COMMUNITY PRESERVATION COMMITTEE
Meets the fourth Wednesday of each month
Qualifications: 18 Years of age, reside or active in the City Membership: 15 Residents Appointed by City Council
Council Liaison: Sarno

APPOINTED BY NAME TERM EXPIRES
DEC 31, 2024
Rounds Miriam Herrera
Gilbert Aguirre
Vacant
Zamora Francis Carbajal*
Gabriela Garcia
Christina Colón
Sarno Janie Aguirre
Peggy Radoumis
Dolores Duran
Rodriguez Adrianne Karnofel
Elena Lopez*
Vacant
Martin Bonnie Fox
Laurie Rios*
Kerry Ann Cobos
*Indicates person currently serves on three committees
Meets the third Wednesday of the month, except Jun., Sept., and Dec., at 5:45 p.m., Gus Velasco Neighborhood Center
5 Social Service Agency Representatives Appointed by the Committee

FAMILY & HUMAN SERVICES ADVISORY

COMMITTEE

HERITAGE ARTS ADVISORY COMMITTEE
Qualifications: 18 Years of age, reside or active in the City Membership: 9 Voting Members

APPOINTED BY NAME TERM EXPIRES
DEC 31, 2024
Rounds Maria Salazar
Zamora Hilda Zamora*
Sarno Peggy Radoumis
Rodriguez Francis Carbajal*
Martin Laurie Rios*
Elena Lopez*
Gloria Maghame
Vacant
Vacant
Council Liaison Bill Rounds
Council Alternate Vacant
Vacant
Maricela Balderas
Wayne Morrell
*Indicates person currently serves on three committees
Chamber of Commerce
Committee Representatives
Meets the Last Tuesday of the month, except Dec., at 9:00 a.m., at the Gus Velasco Neighborhood Center Room 1
6 Non-Voting Members
Family and Human Services Committee
Historical & Comm. Preservation Committee
Planning Commission
City Manager
Director of Community Services
Director of Planning
Council/Staff Representatives
Qualifications: 18 Years of age, reside or active in the City Membership: 25
Council Liaison: Rounds

APPOINTED BY NAME TERM EXPIRES
DEC 31, 2024
Rounds David (Kurt) Hamra
Joe Avila
Eddie Barrios
Ralph Aranda
William Logan
Zamora Blake Carter*
John Mora
Vacant
Vacant
Vacant
Sarno Dani Cook
Kerry Ann Cobos
Jeannette Lizarraga
Mark Scoggins
Vacant
Rodriguez Priscilla Rodriguez
Lisa Garcia
Johnny Hernandez
Vacant
Vacant
Martin Elizabeth Ford
Andrea Lopez
Nancy Krueger
Dolores Romero
Mary Anderson
*Indicates person currently serves on three committees
Meets the First Wednesday of the month, except Jul., Aug., and Dec., 6:30 p.m., Town Center Hall, Meeting Room #1
Subcommittee Meets at 5:30 p.m.

PARKS & RECREATION ADVISORY

COMMITTEE

PLANNING COMMISSION
Qualifications: 18 Years of age, reside or active in the City Membership:

APPOINTED BY NAME
Rounds David Ayala
Sarno Joseph Flores
Rodriguez Francis Carbajal*
Martin John Mora
Zamora Gabriel Jimenez
Meets the second Monday of every Month at 4:30 p.m.,
Council Chambers
5 Qualifications: 18 Years of age, reside or active in the City Membership: 25
Council Liaison: Sarno

APPOINTED BY NAME TERM EXPIRES
DEC 31, 2024
Rounds Astrid Shesterkin
Dolores Romero
Vacant
Vacant
Vacant
Zamora Hilda Zamora*
Josefina Lara
Vacant
Vacant
Vacant
Sarno Gilbert Aguirre
Janie Aguirre
Bonnie Fox
Vacant
Vacant
Rodriguez Johnny Hernandez
Vacant
Vacant
Vacant
Vacant
Martin Dolores Duran
Vacant
Nancy Krueger
Vacant
Vacant
*Indicates person currently serves on three committees

SENIOR ADVISORY COMMITTEE
Meets the Second Tuesday of the month, except Jun., Sep., and Dec., at 9:30 a.m., Gus Velasco Neighborhood Center

TRAFFIC COMMISSION
Membership:

Qualifications: 18 Years of age, reside or active in the City

APPOINTED BY NAME
Rounds Sally Gaitan
Sarno Johana Coca
Rodriguez Felix Miranda
Martin Linda Vallejo*
Zamora Blake Carter*
Meets the Third Thursday of every month, at 6:00 p.m., Council Chambers 5 Membership: 20
Council Liaison: Martin

APPOINTED BY NAME TERM EXPIRES
DEC 31, 2024
Rounds Jilliana Casillas
Jaeleen Casillas
Vacant
Vacant
Zamora Vanessa Doss
Valerie Gamboa
Vacant
Vacant
Sarno Aaron Doss
Valerie Bojorquez
Vacant
Vacant
Rodriguez Zulema Gamboa
Jisel Morales
Vacant
Vacant
Martin Vacant
Vacant
Vacant
Vacant

YOUTH LEADERSHIP COMMITTEE
Qualifications: Ages 13-18, reside in Santa Fe Springs
Meets the First Monday of every month, at 6:30 p.m., Gus Velasco Neighborhood Center Ineligible Members for Various Committees/Commissions
Historical & Community Preservation
Family & Human Services
Heritage Arts
Personnel Advisory Board
Parks & Recreation
Gina Hernandez (until April 2023)
David Diaz-Infante (until May 2023)
Planning Commission
Senior
Paul Nakamura (until June 2023)
Yoko Nakamura (until June 2023)
Sally Gaitan (until April 2023)
Traffic Commission
Youth Leadership

Santa Fe Springs City CouncilMay 2, 2023

Santa Fe Springs City Council
May 2, 2023