Agenda
AGENDA.PDF
Agenda Packet
AGENDA PACKET.PDF
1. Documents:
2. Documents:
** Revised **
AGENDA
MEETING OF THE HOUSING SUCCESSOR, SUCCESSOR AGENCY, AND CITY COUNCIL Tuesday, September 1, 2026
AT 6:00 PM
CITY HALL COUNCIL CHAMBERS
11710 TELEGRAPH ROAD
SANTA FE SPRINGS, CA 90670
CITY COUNCIL
Joe Angel Zamora
Annette Rodriguez
Juanita Martin
John M. Mora
William K. Rounds
Mayor
Mayor Pro Tem
Councilmember
Councilmember
Councilmember
CITY MANAGER
René Bobadilla, P.E.
CITY ATTORNEY
Rick Olivarez
CITY STAFF
Assistant City Manager
Deputy City Manager
Fire Chief
Police Chief
Director of Community Development
Director of Finance
Director of Parks & Recreation
Director of Public Works
City Clerk
Nicholas Razo
Arlene Salazar
Michael Kozicki
Paul Espinosa
Cuong Nguyen
Julio Morales
Gus Hernandez
James Enriquez
Maribel Garcia
Notices
This City Council Meeting (“Council”) will be held in person and will meet at City Hall – City Council Chambers, 11710 E. Telegraph Road, Santa Fe Springs, California. The meeting will be live streamed on the City’s YouTube Channel and can be accessed on the City’s website via the following link:
City Council Meetings | Santa Fe Springs, CA
Public Comments: The public is encouraged to address City Council on any matter listed on the agenda or on any other matter within its jurisdiction. If you wish to address the City Council on the day of the meeting, please sign up on the kiosk next to the door and the City Clerk will announce you when it is your turn to speak. You may also submit comments in writing by sending them to the City Clerk's Office at [email protected]. All written comments received by 12:00 p.m. the day of the City Council Meeting will be distributed to the City Council and made a part of the official record of the meeting. Written comments will not be read at the meeting, only the name of the person submitting the comment will be announced. 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.
Public Access To The Meeting (SB 707)
Members of the public may observe and participate in this meeting remotely using Microsoft Teams.
Join the meeting online:
https://teams.microsoft.com/meet/246714426381931?p=wa5zBRWGPaRMkqH2d1 Meeting ID: 246 714 426 381 931
Passcode: 4Eh2TR26
Dial in by phone:
+1 323-433-2361
Phone Conference ID: 403 375 18#
Members of the public attending remotely will have the same opportunity to observe the meeting and provide public comment as members attending in person. Individuals wishing to address the City Council remotely may us the "Raise Hand" feature within Microsoft Teams. When recognized by the City Clerk, please unmute your microphone and state your name for the record before providing your comments.
Council Meeting Start Times: If there is a closed session or study session scheduled on the agenda, the regular meeting shall be scheduled to start at 5:00 p.m. and open session shall start at 6:00 p.m. If there is no closed session or study session scheduled on the agenda, the regular meeting shall be scheduled to start at 6:00 p.m.
Please Note: Staff reports and supplemental attachments are available for inspection online and at the office of the City Clerk in City Hall, during regular business hours 7:30 a.m. – 5:30 p.m., Monday – Thursday. Telephone: (562) 868-0511
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, 2025, City Council Members are subject to SB 1439 and cannot participate in certain decisions for a year before or after accepting campaign contributions of more than $500 from an interested person. The Council Member would need to disclose the donation and abstain from voting.
CALL TO ORDER
ROLL CALL
INVOCATION
PLEDGE OF ALLEGIANCE
PRESENTATIONS
1. CENTRAL BASIN MUNICIPAL WATER DISTRICT
Presented by President Mendez
2. RETIREMENT RECOGNITION
Retirement Recognition for Battalion Chief Victor Marin
CHANGES TO AGENDA
PUBLIC COMMENTS ON NON-AGENDA & NON-PUBLIC HEARING AGENDA ITEMS At this time, the general public may address the City Council on both non-agenda and non-public hearing agenda items. Comments relating to public hearing items will be heard during the public hearing. Please be aware that the maximum time allotted for members of the public to speak shall not exceed three (3) minutes per speaker. State Law prohibits the City Council from taking action or entertaining extended discussion on a topic not listed on the agenda. Please show courtesy to others and direct all of your comments to the City Council.
STAFF COMMUNICATIONS ON ITEMS OF COMMUNITY INTEREST
PUBLIC HEARING
3. INTRODUCTION OF ORDINANCE NO. 1173 – AMENDING SECTION §130.04 (UNLAWFUL CONDUCT
WITHIN CITY FACILITIES AND CITY PARKS) OF TITLE XIII (GENERAL OFFENSES) OF THE SANTA FE
SPRINGS MUNICIPAL CODE TO SUPPORT THE SAFE AND EFFECTIVE USE OF PUBLIC SPACES
INCLUDING PARKS AND FACILITIES (PARKS AND RECREATION)
It is recommended that City Council:
1. Find and determine that the Ordinance is not subject to the California Environmental Quality Act (CEQA) (Pub. Res. Code § 21000 et seq.) because it is not a “project” pursuant to CEQA Guidelines (Cal.
Code Regs., tit. 14, § 15000 et seq.) Section 15378(b)(5); and on a separate basis, if the Ordinance were construed as a “project” under CEQA, the Ordinance would be exempt under CEQA Guidelines Section 15061(b)(3); and
2. Introduce by title only and waive further reading of Ordinance No. 1173: An Ordinance of the City Council of the City of Santa Fe Springs Amending Section 130.04 (Unlawful Conduct within City Facilities and City Parks) of Title XIII (General Offenses) of the Santa Fe Springs Municipal Code to Support the Safe and Effective Use of Public Spaces Including Parks and Facilities (Attachment A); and
3. Take such additional, related, action that may be desirable.
4. PUBLIC HEARING – ORDINANCE NO. 1174 – ZONE CHANGE (ZC) CASE NO. 142 – TO ASSIGN AN M-2- FOZ (HEAVY MANUFACTURING – FREEWAY OVERLAY ZONE) ZONING DESIGNATION TO A CITY-OWNED
PARCEL LOCATED AT THE SOUTHWEST CORNER OF SHOEMAKER AVENUE AND FIRESTONE BOULEVARD (APN: 8082-002-918) (COMMUNITY DEVELOPMENT)
It is recommended that City Council:
1. Open the Public Hearing and receive the written and oral staff report and any comments from the public regarding Ordinance No. 1174, and thereafter, close the Public Hearing; and
2. Find and determine that pursuant to Section 15305, Class 5 (Minor Alterations in Land Use Limitations) of the California Environmental Quality Act (CEQA), the project is Categorically Exempt; and
3. Introduce by title only and waive further reading of Ordinance No. 1174: An Ordinance of the City of Santa Fe Springs Municipal Code assigning an M-2-FOZ (Heavy Manufacturing – Freeway Overlay Zone) zoning designation to a city-owned parcel located at the southwest corner of Shoemaker Avenue and Firestone Boulevard (APN 8082-002-918); and
4. Take such additional, related action that may be desirable.
5. PUBLIC HEARING – RESOLUTION NO 10039 – GENERAL PLAN AMENDMENT (GPA) CASE NO. 33 – TO
ASSIGN A FREEWAY COMMERCIAL GENERAL PLAN LAND USE DESIGNATION TO A CITY-OWNED
PARCEL LOCATED AT THE SOUTHWEST CORNER OF SHOEMAKER AVENUE AND FIRESTONE BOULEVARD (APN: 8082-002-918) (COMMUNITY DEVELOPMENT)
It is recommended that City Council:
1. Open the Public Hearing and receive the written and oral staff report and any comments from the public regarding Resolution No. 10039, and thereafter, close the Public Hearing; and
2. Find and determine that pursuant to Section 15305, Class 5 (Minor Alterations in Land Use Limitations) of the California Environmental Quality Act (CEQA), the project is Categorically Exempt; and
3. Adopt Resolution No. 10039, which incorporates the City Council’s findings and actions regarding this matter; and
4. Take such additional, related action that may be desirable.
6. APPROVAL OF CITY COUNCIL RESOLUTION NO. 10041 APPROVING AN ECONOMIC DEVELOPMENT INCENTIVES AGREEMENT WITH JUANITA'S FOODS, INC. FOR THE PROVISION OF FINANCIAL
INCENTIVES IN CONNECTION WITH THE RELOCATION AND OPERATION OF ITS FACILITY IN THE
CITY(COMMUNITY DEVELOPMENT)
It is recommended that City Council:
1. Find and determine that adoption of City Council Resolution No. 10041 does not constitute a "project" as defined in CEQA Guidelines (Cal. Code Regs., tit. 14, § 15000 et seq.) Section 15378 and is therefore not subject to environmental review under the California Environmental Quality Act ("CEQA") (Pub. Res.
Code § 21000 et seq.) pursuant to CEQA Guidelines Section 15060(c)(3); and
2. Adopt City Council Resolution No.10041 approving an Economic Development Incentives Agreement between the City of Santa Fe Springs and Juanita's Foods, Inc. ("Juanita's"), providing economic development incentives in connection with the relocation and operation of Juanita's manufacturing and distribution operations from Wilmington to Santa Fe Springs, in consideration of certain covenants and conditions (the "Agreement"); and
3. Authorize the City Manager, in consultation with the City Attorney, to execute the Agreement, including any non-substantive changes necessary to finalize the transaction; and
4. Take such additional, related action that may be desirable.
REGULAR BUSINESS
7. INTRODUCTION FOR FIRST READING OF ORDINANCE NO. 1175, AMENDING CHAPTER 150 (BUILDING
REGULATIONS) OF TITLE XV (LAND USAGE) OF THE SANTA FE SPRINGS MUNICIPAL CODE TO ADD SECTIONS ON THE EXPEDITED REVIEW OF ELECTRIC VEHICLE CHARGING STATION AND HYDROGENFUELING STATION PERMITS (COMMUNITY DEVELOPMENT) it is recommended that City Council:
1. Find and determine that adoption of Ordinance No. 1175 is exempt from the California Environmental Quality Act (Pub. Res. Code § 21000 et seq.) (“CEQA”) pursuant to State CEQA Guidelines (Cal. Code Regs., tit. 14, § 15000 et seq.) because it is not a “project” and does not approve a specific development;
2. Waive full reading and introduce Ordinance No. 1175, by title only, amending Chapter 150 (Building Regulations) of Title XV (Land Usage) of the Santa Fe Springs Municipal Code to add sections on the Expedited Review of Electric Vehicle Charging Station and Hydrogen-Fueling Station Permits; and
3. Take such additional, related action that may be desirable.
CONSENT CALENDAR
All matters listed under the Consent Calendar are considered to be routine. Any items a Councilmember wishes to discuss should be designated at this time. All other items may be approved in a single motion. Such approval will also waive the reading of any Ordinance.
CITY COUNCIL
8. APPROVAL OF MEETING MINUTES OF THE CITY COUNCIL FOR THE SPECIAL MEETING ON JUNE 29, 2026 (CITY CLERK)
It is recommended that City Council:
1. Approve the minutes as submitted.
9. TREASURER'S REPORT OF INVESTMENTS FOR THE QUARTER ENDED JUNE 30, 2026 (FINANCE) It is recommended that the City Council:
1. Receive and file this informational report.
10. PROPOSITION A DISCRETIONARY INCENTIVE GRANT PROGRAM MEMORANDUM OF UNDERSTANDING FOR REPORT YEAR 2023 (POLICE AND COMMUNITY SERVICES) It is recommended that City Council:
1. Authorize the City Manager to execute the Memorandum of Understanding (MOU) with the Los Angeles County Metropolitan Transportation Authority (LACMTA) for the Proposition A Discretionary Incentive Grant Program for National Transit Database (NTD) Report Year 2023, associated with the City's FY 2022-23 transit data; and
2. Approve the recognition of $10,087 in Proposition A Discretionary Incentive funds awarded to the City for the voluntary collection and reporting of FY 2022-23 transit data, to be recorded in the Special Transit Proposition A Fund 2410; and
3. Establish a corresponding expense allocation of $10,087 in the Transit Services activity expenditure account (No.2410-542050) for eligible transit expenditures in accordance with Proposition A requirements; and
4. Take such additional, related, action that may be desirable.
11. CALIFORNIA STATE LIBRARY GRANT AWARD FOR CALIFORNIA LIBRARY LITERACY SERVICES AT
THE SANTA FE SPRINGS CITY LIBRARY (POLICE AND COMMUNITY SERVICES) It is recommended that City Council:
1. Approve and authorize the Deputy City Manager to execute the grant agreement with the California State Library for the California Library Literacy Services (CLLS) grant award; and
2. Establish a corresponding expenditure allocation of $25,000 in the Library and Cultural Services expenditure account (No. 3301) for eligible expenditures in accordance with CLLS grant guidelines; and
3. Take such additional, related action that may be desirable.
12. PURCHASE OF 15 PASSENGER SPRINTER VAN (FINANCE)
It is recommended that the City Council:
1. Adopt and Approve Purchase of a 15 Passenger Sprinter Van not-to-exceed $100,000.
13. FIRST AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT FOR BIG 4 GOVERNMENT AND
PUBLIC AFFAIRS CONSULTING SERVICES WITH ACTUM-E, LLC (COMMUNITY DEVELOPMENT) It is recommended that the City Council:
1. Authorize the City Manager to execute the First Amendment to the Professional Services Agreement with Actum-E, LLC, in substantially the form presented, subject to minor, non-substantive revisions approved by the City Attorney, to change the expiration date of the Agreement to October 31, 2026, and increase the Agreement's not-to-exceed compensation amount to Sixty-Seven Thousand Five Hundred Ninety-Three Dollars and Seventy-Five Cents ($67,593.75).
2. Authorize the City Manager to execute any related documents and take any additional actions necessary to implement the First Amendment.
14. CIVIL ENGINEERING AND LAND SURVEYING SERVICES AGREEMENT WITH COORY ENGINEERING -
AWARD OF CONTRACT (COMMUNITY DEVELOPMENT)
It is recommended that City Council:
1. Find that procurement of civil engineering and land surveying services for the Santa Fe Springs Dual-Brand Hotel Project through the standard Request for Proposal (RFP) solicitation process is impractical, in that Coory Engineering is uniquely qualified and has been identified by Dual Flag Hotels LLC (“DFH”) to serve in this role after successful negotiations with City, and that engaging Coory Engineering directly is necessary to maintain continuity with DFH’s turnkey development approach and the Project schedule; and
2. By a 4/5 vote pursuant to Santa Fe Springs Municipal Code Section 34.18(F), dispense with the RFP process and approve a Professional Services Agreement with Coory Engineering at a total fee amount not to exceed $170,700 to provide civil engineering and land surveying services for the Santa Fe Springs Dual-Brand Hotel Project; and
3. Authorize the City Manager, in consultation with the City Attorney, to execute the Agreement, including any non-substantive changes necessary to finalize the transaction; and
4. Take such additional, related actions that may be desirable to implement the recommended actions.
15. APPROVAL OF PROFESSIONAL SERVICES AGREEMENT WITH AXIS ARCHITECTURE + DESIGN, LLC
FOR ARCHITECTURAL DESIGN SERVICES (COMMUNITY DEVELOPMENT) It is recommended that City Council:
1. Find that procurement of architectural design services for the Santa Fe Springs Dual-Brand Hotel Project through the standard Request for Proposal (RFP) solicitation process is impractical, in that AXIS Architecture + Design, LLC (“AXIS”) is uniquely qualified and was engaged and is currently performing under the direction of Dual Flag Hotels LLC (“DFH”) after successful negotiation with the City, and that a new competitive process would disrupt continuity of design and jeopardize the Project schedule; and
2. By a 4/5 vote pursuant to Santa Fe Springs Municipal Code Section 34.18(F), dispense with the RFP process and approve a Professional Services Agreement with AXIS at a total fee amount not-toexceed $1,320,896 to provide architectural design and administration services for the Santa Fe Springs Dual-Brand Hotel Project; and
3. Authorize the City Manager, in consultation with the City Attorney, to execute the Agreement, including any non-substantive changes necessary to finalize the transaction; and
4. Take such additional, related actions that maybe desirable to implement the recommended actions.
16. APPROVAL OF CITY COUNCIL RESOLUTION NO. 10040 THAT DECLARES THE INTENT OF THE CITY
COUNCIL TO REIMBURSE EXPENDITURES RELATED TO THE DEVELOPMENT OF A DUAL-BRAND
HOTEL TO BE MADE PRIOR TO THE ISSUANCE OF TAX-EXEMPT BONDS FOR A CITY OWNED AND
OPERATED HOTEL (COMMUNITY DEVELOPMENT)
It is recommended that City Council:
1. Adopt Resolution No. 10040 that declares the intent of the City Council to reimburse expenditures related to the development of a City owned dual-brand hotel, made prior to the issuance of taxexempt bonds; and
2. Take such additional, related, action that may be desirable.
17. APPROVAL OF PROFESSIONAL SERVICES AGREEMENT WITH DUAL FLAG HOTELS, LLC FOR
SPECIALTY CONSULTANT COORDINATION - AWARD OF CONTRACT (COMMUNITY DEVELOPMENT) It is recommended that City Council:
1. Find that procurement of a Professional Services Agreement (“Agreement”) between the City of Santa Fe Springs and Dual Flag Hotels LLC (“DFH”) engaging DFH to retain, coordinate, and manage the specialty consultants identified in Exhibit “A” to the Agreement, at a total fee amount up to $840,873, consistent with the turnkey development approach set forth in the Letter of Intent and Exclusive Negotiation Agreement between the City and DFH approved by City Council on July 7, 2026; and
2. Authorize the City Manager, in consultation with the City Attorney, to execute the Agreement, including any non-substantive changes necessary to finalize the transaction; and
3. Take such additional, related actions that may be desirable to implement the recommended actions.
18. DUAL-BRAND HOTEL PROJECT MANAGEMENT AGREEMENT WITH DUAL FLAG HOTELS, LLC AWARD
OF CONTRACT (COMMUNITY DEVELOPMENT)
It is recommended that City Council:
1. Find that procurement of hotel project management services for the Santa Fe Springs Dual-Brand Hotel Project through the standard Request for Proposal (RFP) solicitation process is impractical, in that Dual Flag Hotels LLC (“DFH”) is uniquely qualified and has been identified to serve in this role following successful negotiations with City, and that engaging DFH directly is necessary to maintain continuity with DFH’s turnkey development approach and the Project schedule; and
2. By a 4/5 vote pursuant to Santa Fe Springs Municipal Code Section 34.18(F), dispense with the RFP process and approve a Dual-Brand Hotel Project Management Agreement with DFH at a fee amount up to $1,360,000 per year for a 2-year term to provide hotel project management and consultation services for the Santa Fe Springs Dual-Brand Hotel Project; and
3. Authorize the City Manager, in consultation with the City Attorney, to execute the Agreement, including any non-substantive changes necessary to finalize the transaction; and
4. Take such additional, related actions that may be desirable to implement the recommended actions.
19. HOTEL OPERATIONS AGREEMENT WITH DUAL FLAG HOTELS, LLC AWARD OF CONTRACT (COMMUNITY DEVELOPMENT)
It is recommended that the City Council:
1. Find that procurement of hotel operations services for the Santa Fe Springs Dual-Brand Hotel Project through the standard Request for Proposal (RFP) solicitation process is impractical, in that Dual Flag Hotels LLC (“DFH”) is uniquely qualified and has been identified to serve in this role after successful negotiations with City, and that engaging DFH directly is necessary to maintain continuity with DFH’s turnkey development approach and the Project schedule; and
2. By a 4/5 vote pursuant to Santa Fe Springs Municipal Code Section 34.18(F), dispense with the RFP process and approve a Hotel Operations Agreement with DFH at a fee amount at commencement of hotel operations up to $1,360,000 per year for a 30-year term to provide hotel operations management and oversight for the Santa Fe Springs Dual-Brand Hotel Project; and
3. Authorize the City Manager, in consultation with the City Attorney, to execute the Agreement, including any non-substantive changes necessary to finalize the transaction; and
4. Take such additional, related actions that may be desirable to implement the recommended actions.
APPOINTMENTS TO BOARDS, COMMITTEES, AND COMMISSIONS
COUNCIL COMMENTS/AB1234 COUNCIL CONFERENCE REPORTS
Councilmember announcements; requests for future agenda items; conference/meeting reports. Members of the City Council will provide a brief report on meetings attended at the expense of the local agency as required by Government Code Section 53232.3(d).
ADJOURNMENT
The City Council will adjourn to its next regular meeting on September 15, 2026.
I, Maribel Garcia, City Clerk for the City of Santa Fe Springs hereby certify that a copy of this agenda has been posted no less than 72 hours at the following locations; City’s website at www.santafesprings.gov; 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.
Date Posted: August 31, 2026
** Revised **
AGENDA
MEETING OF THE HOUSING SUCCESSOR, SUCCESSOR AGENCY, AND CITY COUNCIL Tuesday, September 1, 2026
AT 6:00 PM
CITY HALL COUNCIL CHAMBERS
11710 TELEGRAPH ROAD
SANTA FE SPRINGS, CA 90670
CITY COUNCIL
Joe Angel Zamora
Annette Rodriguez
Juanita Martin
John M. Mora
William K. Rounds
Mayor
Mayor Pro Tem
Councilmember
Councilmember
Councilmember
CITY MANAGER
René Bobadilla, P.E.
CITY ATTORNEY
Rick Olivarez
CITY STAFF
Assistant City Manager
Deputy City Manager
Fire Chief
Police Chief
Director of Community Development
Director of Finance
Director of Parks & Recreation
Director of Public Works
City Clerk
Nicholas Razo
Arlene Salazar
Michael Kozicki
Paul Espinosa
Cuong Nguyen
Julio Morales
Gus Hernandez
James Enriquez
Maribel Garcia
Notices
This City Council Meeting (“Council”) will be held in person and will meet at City Hall – City Council Chambers, 11710 E. Telegraph Road, Santa Fe Springs, California. The meeting will be live streamed on the City’s YouTube Channel and can be accessed on the City’s website via the following link:
City Council Meetings | Santa Fe Springs, CA
Public Comments: The public is encouraged to address City Council on any matter listed on the agenda or on any other matter within its jurisdiction. If you wish to address the City Council on the day of the meeting, please sign up on the kiosk next to the door and the City Clerk will announce you when it is your turn to speak. You may also submit comments in writing by sending them to the City Clerk's Office at [email protected]. All written comments received by 12:00 p.m. the day of the City Council Meeting will be distributed to the City Council and made a part of the official record of the meeting. Written comments will not be read at the meeting, only the name of the person submitting the comment will be announced. 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.
Public Access To The Meeting (SB 707)
Members of the public may observe and participate in this meeting remotely using Microsoft Teams.
Join the meeting online:
https://teams.microsoft.com/meet/246714426381931?p=wa5zBRWGPaRMkqH2d1 Meeting ID: 246 714 426 381 931
Passcode: 4Eh2TR26
Dial in by phone:
+1 323-433-2361
Phone Conference ID: 403 375 18#
Members of the public attending remotely will have the same opportunity to observe the meeting and provide public comment as members attending in person. Individuals wishing to address the City Council remotely may us the "Raise Hand" feature within Microsoft Teams. When recognized by the City Clerk, please unmute your microphone and state your name for the record before providing your comments.
Council Meeting Start Times: If there is a closed session or study session scheduled on the agenda, the regular meeting shall be scheduled to start at 5:00 p.m. and open session shall start at 6:00 p.m. If there is no closed session or study session scheduled on the agenda, the regular meeting shall be scheduled to start at 6:00 p.m.
Please Note: Staff reports and supplemental attachments are available for inspection online and at the office of the City Clerk in City Hall, during regular business hours 7:30 a.m. – 5:30 p.m., Monday – Thursday. Telephone: (562) 868-0511
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, 2025, City Council Members are subject to SB 1439 and cannot participate in certain decisions for a year before or after accepting campaign contributions of more than $500 from an interested person. The Council Member would need to disclose the donation and abstain from voting.
CALL TO ORDER
ROLL CALL
INVOCATION
PLEDGE OF ALLEGIANCE
PRESENTATIONS
1. CENTRAL BASIN MUNICIPAL WATER DISTRICT
Presented by President Mendez
2. RETIREMENT RECOGNITION
Retirement Recognition for Battalion Chief Victor Marin
CHANGES TO AGENDA
PUBLIC COMMENTS ON NON-AGENDA & NON-PUBLIC HEARING AGENDA ITEMS At this time, the general public may address the City Council on both non-agenda and non-public hearing agenda items. Comments relating to public hearing items will be heard during the public hearing. Please be aware that the maximum time allotted for members of the public to speak shall not exceed three (3) minutes per speaker. State Law prohibits the City Council from taking action or entertaining extended discussion on a topic not listed on the agenda. Please show courtesy to others and direct all of your comments to the City Council.
STAFF COMMUNICATIONS ON ITEMS OF COMMUNITY INTEREST
PUBLIC HEARING
3. INTRODUCTION OF ORDINANCE NO. 1173 – AMENDING SECTION §130.04 (UNLAWFUL CONDUCT
WITHIN CITY FACILITIES AND CITY PARKS) OF TITLE XIII (GENERAL OFFENSES) OF THE SANTA FE
SPRINGS MUNICIPAL CODE TO SUPPORT THE SAFE AND EFFECTIVE USE OF PUBLIC SPACES
INCLUDING PARKS AND FACILITIES (PARKS AND RECREATION)
It is recommended that City Council:
1. Find and determine that the Ordinance is not subject to the California Environmental Quality Act (CEQA) (Pub. Res. Code § 21000 et seq.) because it is not a “project” pursuant to CEQA Guidelines (Cal.
Code Regs., tit. 14, § 15000 et seq.) Section 15378(b)(5); and on a separate basis, if the Ordinance were construed as a “project” under CEQA, the Ordinance would be exempt under CEQA Guidelines Section 15061(b)(3); and
2. Introduce by title only and waive further reading of Ordinance No. 1173: An Ordinance of the City Council of the City of Santa Fe Springs Amending Section 130.04 (Unlawful Conduct within City Facilities and City Parks) of Title XIII (General Offenses) of the Santa Fe Springs Municipal Code to Support the Safe and Effective Use of Public Spaces Including Parks and Facilities (Attachment A); and
3. Take such additional, related, action that may be desirable.
4. PUBLIC HEARING – ORDINANCE NO. 1174 – ZONE CHANGE (ZC) CASE NO. 142 – TO ASSIGN AN M-2- FOZ (HEAVY MANUFACTURING – FREEWAY OVERLAY ZONE) ZONING DESIGNATION TO A CITY-OWNED
PARCEL LOCATED AT THE SOUTHWEST CORNER OF SHOEMAKER AVENUE AND FIRESTONE BOULEVARD (APN: 8082-002-918) (COMMUNITY DEVELOPMENT)
It is recommended that City Council:
1. Open the Public Hearing and receive the written and oral staff report and any comments from the public regarding Ordinance No. 1174, and thereafter, close the Public Hearing; and
2. Find and determine that pursuant to Section 15305, Class 5 (Minor Alterations in Land Use Limitations) of the California Environmental Quality Act (CEQA), the project is Categorically Exempt; and
3. Introduce by title only and waive further reading of Ordinance No. 1174: An Ordinance of the City of Santa Fe Springs Municipal Code assigning an M-2-FOZ (Heavy Manufacturing – Freeway Overlay Zone) zoning designation to a city-owned parcel located at the southwest corner of Shoemaker Avenue and Firestone Boulevard (APN 8082-002-918); and
4. Take such additional, related action that may be desirable.
5. PUBLIC HEARING – RESOLUTION NO 10039 – GENERAL PLAN AMENDMENT (GPA) CASE NO. 33 – TO
ASSIGN A FREEWAY COMMERCIAL GENERAL PLAN LAND USE DESIGNATION TO A CITY-OWNED
PARCEL LOCATED AT THE SOUTHWEST CORNER OF SHOEMAKER AVENUE AND FIRESTONE BOULEVARD (APN: 8082-002-918) (COMMUNITY DEVELOPMENT)
It is recommended that City Council:
1. Open the Public Hearing and receive the written and oral staff report and any comments from the public regarding Resolution No. 10039, and thereafter, close the Public Hearing; and
2. Find and determine that pursuant to Section 15305, Class 5 (Minor Alterations in Land Use Limitations) of the California Environmental Quality Act (CEQA), the project is Categorically Exempt; and
3. Adopt Resolution No. 10039, which incorporates the City Council’s findings and actions regarding this matter; and
4. Take such additional, related action that may be desirable.
6. APPROVAL OF CITY COUNCIL RESOLUTION NO. 10041 APPROVING AN ECONOMIC DEVELOPMENT INCENTIVES AGREEMENT WITH JUANITA'S FOODS, INC. FOR THE PROVISION OF FINANCIAL
INCENTIVES IN CONNECTION WITH THE RELOCATION AND OPERATION OF ITS FACILITY IN THE
CITY(COMMUNITY DEVELOPMENT)
It is recommended that City Council:
1. Find and determine that adoption of City Council Resolution No. 10041 does not constitute a "project" as defined in CEQA Guidelines (Cal. Code Regs., tit. 14, § 15000 et seq.) Section 15378 and is therefore not subject to environmental review under the California Environmental Quality Act ("CEQA") (Pub. Res.
Code § 21000 et seq.) pursuant to CEQA Guidelines Section 15060(c)(3); and
2. Adopt City Council Resolution No.10041 approving an Economic Development Incentives Agreement between the City of Santa Fe Springs and Juanita's Foods, Inc. ("Juanita's"), providing economic development incentives in connection with the relocation and operation of Juanita's manufacturing and distribution operations from Wilmington to Santa Fe Springs, in consideration of certain covenants and conditions (the "Agreement"); and
3. Authorize the City Manager, in consultation with the City Attorney, to execute the Agreement, including any non-substantive changes necessary to finalize the transaction; and
4. Take such additional, related action that may be desirable.
REGULAR BUSINESS
7. INTRODUCTION FOR FIRST READING OF ORDINANCE NO. 1175, AMENDING CHAPTER 150 (BUILDING
REGULATIONS) OF TITLE XV (LAND USAGE) OF THE SANTA FE SPRINGS MUNICIPAL CODE TO ADD SECTIONS ON THE EXPEDITED REVIEW OF ELECTRIC VEHICLE CHARGING STATION AND HYDROGENFUELING STATION PERMITS (COMMUNITY DEVELOPMENT) it is recommended that City Council:
1. Find and determine that adoption of Ordinance No. 1175 is exempt from the California Environmental Quality Act (Pub. Res. Code § 21000 et seq.) (“CEQA”) pursuant to State CEQA Guidelines (Cal. Code Regs., tit. 14, § 15000 et seq.) because it is not a “project” and does not approve a specific development;
2. Waive full reading and introduce Ordinance No. 1175, by title only, amending Chapter 150 (Building Regulations) of Title XV (Land Usage) of the Santa Fe Springs Municipal Code to add sections on the Expedited Review of Electric Vehicle Charging Station and Hydrogen-Fueling Station Permits; and
3. Take such additional, related action that may be desirable.
CONSENT CALENDAR
All matters listed under the Consent Calendar are considered to be routine. Any items a Councilmember wishes to discuss should be designated at this time. All other items may be approved in a single motion. Such approval will also waive the reading of any Ordinance.
CITY COUNCIL
8. APPROVAL OF MEETING MINUTES OF THE CITY COUNCIL FOR THE SPECIAL MEETING ON JUNE 29, 2026 (CITY CLERK)
It is recommended that City Council:
1. Approve the minutes as submitted.
9. TREASURER'S REPORT OF INVESTMENTS FOR THE QUARTER ENDED JUNE 30, 2026 (FINANCE) It is recommended that the City Council:
1. Receive and file this informational report.
10. PROPOSITION A DISCRETIONARY INCENTIVE GRANT PROGRAM MEMORANDUM OF UNDERSTANDING FOR REPORT YEAR 2023 (POLICE AND COMMUNITY SERVICES) It is recommended that City Council:
1. Authorize the City Manager to execute the Memorandum of Understanding (MOU) with the Los Angeles County Metropolitan Transportation Authority (LACMTA) for the Proposition A Discretionary Incentive Grant Program for National Transit Database (NTD) Report Year 2023, associated with the City's FY 2022-23 transit data; and
2. Approve the recognition of $10,087 in Proposition A Discretionary Incentive funds awarded to the City for the voluntary collection and reporting of FY 2022-23 transit data, to be recorded in the Special Transit Proposition A Fund 2410; and
3. Establish a corresponding expense allocation of $10,087 in the Transit Services activity expenditure account (No.2410-542050) for eligible transit expenditures in accordance with Proposition A requirements; and
4. Take such additional, related, action that may be desirable.
11. CALIFORNIA STATE LIBRARY GRANT AWARD FOR CALIFORNIA LIBRARY LITERACY SERVICES AT
THE SANTA FE SPRINGS CITY LIBRARY (POLICE AND COMMUNITY SERVICES) It is recommended that City Council:
1. Approve and authorize the Deputy City Manager to execute the grant agreement with the California State Library for the California Library Literacy Services (CLLS) grant award; and
2. Establish a corresponding expenditure allocation of $25,000 in the Library and Cultural Services expenditure account (No. 3301) for eligible expenditures in accordance with CLLS grant guidelines; and
3. Take such additional, related action that may be desirable.
12. PURCHASE OF 15 PASSENGER SPRINTER VAN (FINANCE)
It is recommended that the City Council:
1. Adopt and Approve Purchase of a 15 Passenger Sprinter Van not-to-exceed $100,000.
13. FIRST AMENDMENT TO PROFESSIONAL SERVICES AGREEMENT FOR BIG 4 GOVERNMENT AND
PUBLIC AFFAIRS CONSULTING SERVICES WITH ACTUM-E, LLC (COMMUNITY DEVELOPMENT) It is recommended that the City Council:
1. Authorize the City Manager to execute the First Amendment to the Professional Services Agreement with Actum-E, LLC, in substantially the form presented, subject to minor, non-substantive revisions approved by the City Attorney, to change the expiration date of the Agreement to October 31, 2026, and increase the Agreement's not-to-exceed compensation amount to Sixty-Seven Thousand Five Hundred Ninety-Three Dollars and Seventy-Five Cents ($67,593.75).
2. Authorize the City Manager to execute any related documents and take any additional actions necessary to implement the First Amendment.
14. CIVIL ENGINEERING AND LAND SURVEYING SERVICES AGREEMENT WITH COORY ENGINEERING -
AWARD OF CONTRACT (COMMUNITY DEVELOPMENT)
It is recommended that City Council:
1. Find that procurement of civil engineering and land surveying services for the Santa Fe Springs Dual-Brand Hotel Project through the standard Request for Proposal (RFP) solicitation process is impractical, in that Coory Engineering is uniquely qualified and has been identified by Dual Flag Hotels LLC (“DFH”) to serve in this role after successful negotiations with City, and that engaging Coory Engineering directly is necessary to maintain continuity with DFH’s turnkey development approach and the Project schedule; and
2. By a 4/5 vote pursuant to Santa Fe Springs Municipal Code Section 34.18(F), dispense with the RFP process and approve a Professional Services Agreement with Coory Engineering at a total fee amount not to exceed $170,700 to provide civil engineering and land surveying services for the Santa Fe Springs Dual-Brand Hotel Project; and
3. Authorize the City Manager, in consultation with the City Attorney, to execute the Agreement, including any non-substantive changes necessary to finalize the transaction; and
4. Take such additional, related actions that may be desirable to implement the recommended actions.
15. APPROVAL OF PROFESSIONAL SERVICES AGREEMENT WITH AXIS ARCHITECTURE + DESIGN, LLC
FOR ARCHITECTURAL DESIGN SERVICES (COMMUNITY DEVELOPMENT) It is recommended that City Council:
1. Find that procurement of architectural design services for the Santa Fe Springs Dual-Brand Hotel Project through the standard Request for Proposal (RFP) solicitation process is impractical, in that AXIS Architecture + Design, LLC (“AXIS”) is uniquely qualified and was engaged and is currently performing under the direction of Dual Flag Hotels LLC (“DFH”) after successful negotiation with the City, and that a new competitive process would disrupt continuity of design and jeopardize the Project schedule; and
2. By a 4/5 vote pursuant to Santa Fe Springs Municipal Code Section 34.18(F), dispense with the RFP process and approve a Professional Services Agreement with AXIS at a total fee amount not-toexceed $1,320,896 to provide architectural design and administration services for the Santa Fe Springs Dual-Brand Hotel Project; and
3. Authorize the City Manager, in consultation with the City Attorney, to execute the Agreement, including any non-substantive changes necessary to finalize the transaction; and
4. Take such additional, related actions that maybe desirable to implement the recommended actions.
16. APPROVAL OF CITY COUNCIL RESOLUTION NO. 10040 THAT DECLARES THE INTENT OF THE CITY
COUNCIL TO REIMBURSE EXPENDITURES RELATED TO THE DEVELOPMENT OF A DUAL-BRAND
HOTEL TO BE MADE PRIOR TO THE ISSUANCE OF TAX-EXEMPT BONDS FOR A CITY OWNED AND
OPERATED HOTEL (COMMUNITY DEVELOPMENT)
It is recommended that City Council:
1. Adopt Resolution No. 10040 that declares the intent of the City Council to reimburse expenditures related to the development of a City owned dual-brand hotel, made prior to the issuance of taxexempt bonds; and
2. Take such additional, related, action that may be desirable.
17. APPROVAL OF PROFESSIONAL SERVICES AGREEMENT WITH DUAL FLAG HOTELS, LLC FOR
SPECIALTY CONSULTANT COORDINATION - AWARD OF CONTRACT (COMMUNITY DEVELOPMENT) It is recommended that City Council:
1. Find that procurement of a Professional Services Agreement (“Agreement”) between the City of Santa Fe Springs and Dual Flag Hotels LLC (“DFH”) engaging DFH to retain, coordinate, and manage the specialty consultants identified in Exhibit “A” to the Agreement, at a total fee amount up to $840,873, consistent with the turnkey development approach set forth in the Letter of Intent and Exclusive Negotiation Agreement between the City and DFH approved by City Council on July 7, 2026; and
2. Authorize the City Manager, in consultation with the City Attorney, to execute the Agreement, including any non-substantive changes necessary to finalize the transaction; and
3. Take such additional, related actions that may be desirable to implement the recommended actions.
18. DUAL-BRAND HOTEL PROJECT MANAGEMENT AGREEMENT WITH DUAL FLAG HOTELS, LLC AWARD
OF CONTRACT (COMMUNITY DEVELOPMENT)
It is recommended that City Council:
1. Find that procurement of hotel project management services for the Santa Fe Springs Dual-Brand Hotel Project through the standard Request for Proposal (RFP) solicitation process is impractical, in that Dual Flag Hotels LLC (“DFH”) is uniquely qualified and has been identified to serve in this role following successful negotiations with City, and that engaging DFH directly is necessary to maintain continuity with DFH’s turnkey development approach and the Project schedule; and
2. By a 4/5 vote pursuant to Santa Fe Springs Municipal Code Section 34.18(F), dispense with the RFP process and approve a Dual-Brand Hotel Project Management Agreement with DFH at a fee amount up to $1,360,000 per year for a 2-year term to provide hotel project management and consultation services for the Santa Fe Springs Dual-Brand Hotel Project; and
3. Authorize the City Manager, in consultation with the City Attorney, to execute the Agreement, including any non-substantive changes necessary to finalize the transaction; and
4. Take such additional, related actions that may be desirable to implement the recommended actions.
19. HOTEL OPERATIONS AGREEMENT WITH DUAL FLAG HOTELS, LLC AWARD OF CONTRACT (COMMUNITY DEVELOPMENT)
It is recommended that the City Council:
1. Find that procurement of hotel operations services for the Santa Fe Springs Dual-Brand Hotel Project through the standard Request for Proposal (RFP) solicitation process is impractical, in that Dual Flag Hotels LLC (“DFH”) is uniquely qualified and has been identified to serve in this role after successful negotiations with City, and that engaging DFH directly is necessary to maintain continuity with DFH’s turnkey development approach and the Project schedule; and
2. By a 4/5 vote pursuant to Santa Fe Springs Municipal Code Section 34.18(F), dispense with the RFP process and approve a Hotel Operations Agreement with DFH at a fee amount at commencement of hotel operations up to $1,360,000 per year for a 30-year term to provide hotel operations management and oversight for the Santa Fe Springs Dual-Brand Hotel Project; and
3. Authorize the City Manager, in consultation with the City Attorney, to execute the Agreement, including any non-substantive changes necessary to finalize the transaction; and
4. Take such additional, related actions that may be desirable to implement the recommended actions.
APPOINTMENTS TO BOARDS, COMMITTEES, AND COMMISSIONS
COUNCIL COMMENTS/AB1234 COUNCIL CONFERENCE REPORTS
Councilmember announcements; requests for future agenda items; conference/meeting reports. Members of the City Council will provide a brief report on meetings attended at the expense of the local agency as required by Government Code Section 53232.3(d).
ADJOURNMENT
The City Council will adjourn to its next regular meeting on September 15, 2026.
I, Maribel Garcia, City Clerk for the City of Santa Fe Springs hereby certify that a copy of this agenda has been posted no less than 72 hours at the following locations; City’s website at www.santafesprings.gov; 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.
Date Posted: August 31, 2026
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Gustavo Hernandez, Director of Parks and Recreation SUBJECT:
INTRODUCTION OF ORDINANCE NO. 1173 – AMENDING SECTION §130.04 (UNLAWFUL
CONDUCT WITHIN CITY FACILITIES AND CITY PARKS) OF TITLE XIII (GENERAL OFFENSES)
OF THE SANTA FE SPRINGS MUNICIPAL CODE TO SUPPORT THE SAFE AND EFFECTIVE
USE OF PUBLIC SPACES INCLUDING PARKS AND FACILITIES (PARKS AND RECREATION) DATE: Tuesday, September 1, 2026, 6:00 PM
RECOMMENDATION:
It is recommended that City Council:
1. Find and determine that the Ordinance is not subject to the California Environmental Quality Act (CEQA) (Pub.
Res. Code § 21000 et seq.) because it is not a “project” pursuant to CEQA Guidelines (Cal. Code Regs., tit. 14, § 15000 et seq.) Section 15378(b)(5); and on a separate basis, if the Ordinance were construed as a “project” under CEQA, the Ordinance would be exempt under CEQA Guidelines Section 15061(b)(3); and
2. Introduce by title only and waive further reading of Ordinance No. 1173: An Ordinance of the City Council of the City of Santa Fe Springs Amending Section 130.04 (Unlawful Conduct within City Facilities and City Parks) of Title XIII (General Offenses) of the Santa Fe Springs Municipal Code to Support the Safe and Effective Use of Public Spaces Including Parks and Facilities (Attachment A); and
3. Take such additional, related, action that may be desirable.
FISCAL IMPACT
There is no direct fiscal impact associated with this Ordinance. Signage will be updated at City facilities to reflect the new standards of conduct. It is the intent to utilize existing budget allocations in the Parks and Recreation Department for this purpose.
BACKGROUND
The City of Santa Fe Springs owns and operates numerous parks and public facilities that serve thousands of residents and visitors each year through recreational programs, athletic leagues, community events, facility rentals, and daily public use.
While the vast majority of visitors use these facilities responsibly, City staff periodically encounter individuals whose conduct threatens the safety of patrons, interferes with City operations, damages public property, or otherwise violates the Santa Fe Springs Municipal Code (“Municipal Code”). Although Section §130.04 of the Municipal Code currently identifies prohibited conduct within City parks and facilities, it does not establish a comprehensive administrative process for temporarily ejecting or excluding individuals who repeatedly or seriously violate those regulations. As a result, staff have had limited enforcement options beyond requesting voluntary compliance or relying on criminal enforcement.
ANALYSIS
The proposed amendments to Municipal Code Section §130.04 and the accompanying Ejection and Exclusion Policy establish a clear and consistent administrative process for addressing unlawful or disruptive conduct within City parks and facilities. The proposed framework provides City staff with an effective enforcement tool while ensuring individuals are afforded due process through written notice and the opportunity to appeal administrative actions.
Adoption of the proposed ordinance and policy will enhance the City's ability to maintain safe, welcoming, and enjoyable public spaces, protect public assets, and support staff in responding consistently to violations of the Municipal Code. The proposed administrative process is intended to complement existing criminal and civil enforcement remedies and promote voluntary compliance whenever possible.
ENVIRONMENTAL
N/A
DISCUSSION
The proposed amendments to Municipal Code Section §130.04 modernize the City's regulations governing conduct within City parks and facilities by clarifying existing provisions, updating definitions, and expanding prohibited activities to address issues that have become more prevalent in recent years. The amendments also authorize the City Manager, or designee, to adopt administrative rules, regulations, policies, and procedures necessary to implement and enforce the provisions of the Municipal Code. Upon approval of this Ordinance, the City Manager, or designee, will adopt amended Policies and Procedures for Ejections and Exclusions from City Parks/Facilities (Attachment B) to implement and enforce the amendments to Municipal Code Section §130.04.
Most importantly, the proposed amendments establish the City's authority to administratively eject or exclude individuals who violate the Municipal Code, other applicable laws, or duly adopted departmental rules and regulations.
SUMMARY/NEXT STEPS
Staff recommends that the City Council approve and adopt Ordinance No.1173. Upon approval, staff will work on updating park signage to reflect the updated municipal code.
Attachments
Attachment No. 1 - Ordinance No. 1173 SFSMC §130.04 Unlawful Conduct Public Facilities and Parks.pdf Attachment No. 2 - Ejection and Exclusion from a City Park or Facility- Policy & Procedure.pdf ORDINANCE NO. 1173
AN ORDINANCE OF THE CITY COUNCIL OF THE CITY OF
SANTA FE SPRINGS, CALIFORNIA, AMENDING SECTION
130.04 (UNLAWFUL CONDUCT WITHIN CITY FACILITIES AND
CITY PARKS) OF TITLE XIII (GENERAL OFFENSES) OF THE
SANTA FE SPRINGS MUNICIPAL CODE TO SUPPORT THE
SAFE AND EFFECTIVE USE OF PUBLIC SPACES INCLUDING
PARKS AND FACILITIES
WHEREAS, the City of Santa Fe Springs (“City”) owns and operates numerous parks and facilities that serve thousands of residents and visitors each year through recreation programs, athletic leagues, community events, facility rentals, and daily public use; and
WHEREAS, while the vast majority of visitors use City parks and facilities responsibly, City staff periodically encounter individuals whose conduct threatens the safety of patrons, interferes with City operations, damages public property, or otherwise violates the Santa Fe Springs Municipal Code (“SFSMC”); and WHEREAS, Section 130.04 (UNLAWFUL CONDUCT WITHIN CITY FACILITIES AND CITY PARKS) of Title XIII (GENERAL OFFENSES) of the SFSMC currently prohibits certain conduct within City parks and facilities, but it does not establish a comprehensive administrative process for temporarily ejecting or excluding individuals who repeatedly or seriously violate those regulations; and WHEREAS, the amendment to SFSMC Section 130.04 would establish the City's authority to administratively eject or exclude individuals who violate the SFSMC, other applicable laws, or duly adopted departmental rules and regulations; and WHEREAS, the amendment to SFSMC Section 130.04 would also modernize the City's regulations governing conduct within City parks and facilities by clarifying existing provisions, updating definitions, and expanding prohibited activities to address issues that have become more prevalent in recent years; and
WHEREAS, the amendment to SFSMC Section 130.04 would also authorize the City Manager, or designee, to adopt administrative rules, regulations, policies, and procedures necessary to implement and enforce the provisions of the SFSMC; and WHEREAS, the adoption of this Ordinance would strengthen the SFSMC by supporting the effective use and oversight of City parks and facilities and giving City personnel and law enforcement the tools needed to effectively mitigate inappropriate, negative, or disruptive behavior; and
WHEREAS, the City Council finds and determines that approval of this Ordinance is consistent with the City’s General Plan; including, without limitation, (i) Conservation and Open Space Element Goal COS-1, as it will assist City staff in operating and maintaining City parks and facilities to ensure public recreational amenities remain 2 available to residents, and (ii) Safety Element Goal S-9, as it will promote public safety and crime prevention at City parks and facilities.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA FE SPRINGS DOES HEREBY ORDAIN AS FOLLOWS:
SECTION 1. The Recitals set forth above are true and correct and incorporated into this Ordinance.
SECTION 2. Section 130.04 (UNLAWFUL CONDUCT WITHIN CITY FACILITIES AND CITY PARKS) of Title XIII (GENERAL OFFENSES) of the Santa Fe Springs Municipal Code is hereby amended as follows (unless otherwise noted, Strikethrough Text is language to be removed from the existing Code and Underline Text is language to be added to the Code):
§ 130.04 UNLAWFUL CONDUCT WITHIN CITY FACILITIES AND CITY PARKS. (A) Definitions. The following definitions shall apply to this sSection unless the context clearly indicates or requires a different meaning.
Camp shall have the same meaning ascribed in Section 136.01.
City Facility means any structure owned, operated, controlled, or maintained by the City, including City pParks, historical landmarks and plazas, municipal buildings, and other indoor facilities and public areas created, established, designated, maintained, provided, owned, operated or controlled by the City for the purpose of public use, rest, play, recreation, enjoyment, exchange of services, storage, or assembly, and shall include all buildings and structures located thereon or therewith. The term City fFacility shall also apply to such areas when they are reserved or permitted for use by individuals, groups, or organizations through an approved special written permit issued by the City.
City Park means parks, playgrounds, recreation centers or areas, and other public areas created, established, designated, maintained, provided, owned, operated or controlled by the City Park and Recreation Department for the purpose of public rest, play, recreation, enjoyment or assembly, and shall include all buildings, structures, improvements, and equipment located thereon or therewith.
Eject or Ejection means an order given by any peace officer or authorized City official directing a person to immediately leave a City Park or City Facility for the remainder of the calendar day and the entirety of the subsequent calendar day.
Electioneering means the visible display or audible dissemination of information that advocates for or against any candidate or measure on the 3 ballot within 100 feet of a polling place, a vote center, an elections official’s office, or a satellite location under California Elections Code Section 3018.
Exclude or Exclusion means an order made by any peace officer or authorized City official prohibiting a person from entering or remaining in a City Park or City Facility for a specified period of time.
FRUP means the City's Facility Reservation and Use Policy adopted by the City Council on November 12, 2024, as may be amended from time to time.
Habitation and Reside shall have the same meaning ascribed in Section 136.01.
Hours of Operation for City Parks means 6:00 a.m. until 10:00 p.m., seven days a week, subject to the following exceptions:
Lakeview Park. From May 1 and through October 31, from 6:00 a.m until 8:00 p.m., and from November 1 and through April 30, from 6:00 a.m. until 6:00 p.m.
Santa Fe Springs Park. From May 1 and through October 31, from 6:00 a.m. until 8:00 p.m., and from November 1 and through April 30, from 6:00 a.m. until 6:00 p.m.
Heritage Park. From May 1 through October 31, from 8:00 a.m. until 8:00 p.m., and from November 1 through April 30, from 8:00 a.m. until 6:00 p.m.
Friendship Park. By reservation only.
Notwithstanding the foregoing, City pParks may be closed by the City Manager or their designee at any time without prior notice, due to health and safety conditions, or failure to comply with the requirements of this code.
Pet means a common domesticated animal such as any dog, cat, rabbit, and other similar animals commonly treated and possessed as a domestic pet.
Smoke or Smoking means engaging in an act that generates smoke, for example: possessing a lighted pipe or a lighted hookah pipe; operating an electronic cigarette, a lighted cigar, or a lighted cigarette of any kind (including, but not limited to, tobacco or cannabis); or lighting or igniting a pipe, a hookah pipe, a cigar, or a cigarette of any kind (including, but not limited to, tobacco or cannabis).
4 Special Written Permit means a permit issued under the FRUP City’s Facility Reservation and Use Policy adopted by the City Council on November 12, 2024, as may be amended from time to time.
True Threat of Force means a threat that has sufficient indicia of intent and seriousness, that a reasonable observer would perceive it to be an actual threat to use force by the person making the threat.
Wild Animal shall have the same meaning ascribed in Section 92.003. (B) Prohibited Activities. It shall be unlawful and a public nuisance for any person within any City pPark or City fFacility to:
(1) Operate, drive, park or leave standing any motorized vehicle, or any other vehicle, including but not limited to, electric or motorized scooters, off highway vehicles, motorcycles, golf carts, remote control cars, or to ride any horse or other animal at any time; provided, however, that the provisions of this sSection shall not apply to:
(a) tThose specific areas within such City pParks or City fFacilities which by order of the City Council, or by authority of any officers or employees of such the City having supervision in or over such City pParks or City fFacilities, may now or hereafter be designated for City parking purposes;. Provided further that the provisions of this section shall not apply to
(b) tThe operation, driving or parking of any vehicle or vehicles under a permit granted by the order of the City Council, or by authority of any officers or employees of such the City having supervision in or over such City pParks or City fFacilities, or vehicles owned by or in the lawful service of such the City;, or to
(c) tThe operation, driving or parking of delivery and commercial vehicles actually engaged in making lawful deliveries or pick-ups of any goods, wares, merchandise or supplies into or from such City pParks or City fFacilities, or engaged in the performance of an authorized service for such the City therein; and , or to
(d) aAny employee of the City while such employee is actually engaged in the performance of his or her work for such City in such park or facility, or is actually going to or from his or her place of employment in such park or facility.
(2) Lead or let loose any wild animals, cattle, horse, mule, goat, sheep, swine, dog, bunnies, or fowl of any kind; provided, that this subsectiondivision shall not apply to dogs when led by a leash or chain not more than six feet long., held or controlled by a competent adult. No more than one dog shall be on any lease or chain, and no person 5 shall handle more than three dogs in the City Park or City Facility at one time. (a) A service dog (as defined by 28 CFR 36.104, as that Section may be amended from time to time) is not required to be on a leash or chain if the leash or chain interferes with the dog’s work or if the handler’s disability prevents using a leash or chain. This exception does not apply to emotional support animals or therapy animals.
(3) Carry or discharge any firearms, firecrackers, rockets, torpedoes, or any other fireworks, or air gun or sling shot.
(4) Feed, offer food, or in any manner provide food or other edible material to any nondomesticated animal. This restriction shall not apply to personal pets. (5) Cut, break, injure, vandalize, deface, damage, destroy, or disturb any tree, shrub, plant, rack, building, monument, fence, sign, cones, traffic or crowd control devices, bench, or other structure, apparatus, or property, or pluck, pull up, cut, take out or remove any shrub, bush, plant or flowers, or remove or write upon any building, monument, fence, bench, other structure, equipment or thing, except in connection with and in the course of actual duties being performed as an employee of such the City. (6) Cut, disturb, insert, or remove any wood, turf, grass, soil, rock, sand or gravel, except in connection with and in the course of actual duties being performed as an employee of such the City.
(7) Distribute any handbills or circulars, or post, place or erect any bill, notice, paper, sign, banner, or advertising device or matter of any kind, without special distribution permit from the City Manager pursuant to Section 130.23. (8) Make or kindle a fire, except in picnic stoves installed by the City for that purpose, unless a special written permit shall be obtained in advance from the City Manager or their designee.
(9) Camp, sleep, or lodge, or reside, unless a special written permit is obtained in advance from the City Manager or their designee.
(10) Engage in, riotous, boisterous, threatening, disruptive, lewd, obscene, or indecent conduct, or to use abusive, profane, intimidating, demeaning, or harassing language that amounts to a use of force or a true threat of force. (11) Attempt or threaten to inflict, or actually inflict, physical harm to another individual or (including City staff). Behavior shall be deemed to be threatening if a reasonable person exposed to or experiencing such behavior could believe that the person would be in imminent danger of physical harm. Actual bodily harm is not required. (12) Exhibit, sell, offer for sale, advertise for sell sale, hire, lease or solicit 6 donations for an object, service, merchandise or article without special written permission from the City Manager or their designee.
(13) Gamble or play any game which is played, conducted, dealt or carried on with cards, dice, or other device for money, chips, shells, credit, or any other representation of value; or gamble or bet for any athletic activity; or maintain or exhibit any gambling table, or other instrument of gambling or gaming. (14) Practice, carry on, conduct, or solicit for any trade, occupation, business or profession, or circulate any petition or survey of whatsoever kind or character without special written permit from the City Manager or their designee. In the event a City pPark or City fFacility is utilized as a polling place during an election, electioneering shall be strictly prohibited.
(15) Play or engage in any game excepting at such place or places as shall be set part for that purpose.
(16) Enter or loiter remain in a City pPark or City Facility outside of designated hours of operation, or at any other time when the City Park or City Facility is closed, without a special written permit from the City Manager or their designee. (17) Deposit any paper, fruit, rubbish, debris, trash or any waste material of any kind except in such receptacles as may be located in such City pPark or City Facility therefore.
(18) Possess, sell, exhibit, transport or consume any alcoholic or intoxicating beverage or any illegal or controlled substance, or to be under the influence of alcoholic or any illegal or controlled substance. This sSection shall not be deemed to proscribe any act which is positively permitted or prohibited by state law, nor any activity authorized by without a special written permit from the City Manager or their designee. (19) Operate drones, remote control planes, potato shooters, compressed gas, rocket launchers, smoke bombs or other similar type of projectiles. (20) Loiter in or about any public toilet or enter any public toilet designated for the opposite sex; except that this provision shall not apply to persons under eight years of age, or to City employees in the regular course of their duties. Notwithstanding the foregoing, single-user restroom facilities shall not be restricted to persons of a specific sex or gender identity in accordance with state law.
(21) Call, hold, conduct, arrange for, or be present at any distinct, individual, or separate, group, gathering, lodge, association, company, corporate or other picnic, meeting, sporting practice, sport training, sport games, or sporting event, or any other type of assembly having, or which will have, in excess of 50 persons in attendance thereat without a special written permit from the City Manager or their designee. Notwithstanding the foregoing, no public gatherings of any size are allowed at Heritage Park without a 7 special written permit.
(22) Interfere or attempt to interfere with the use of any table, space, or facility in such facilities or parks which at the time is reserved and posted by the City or written reservation then in effect to any other person or persons; provided, however, that all such reservations shall specify the period covered by same and shall be subject to cancellation by the City Manager or their designee. Unless the actual use of the table, space or facility referred to in any reservation is commenced within 30 minutes after the period covered by such reservation, the reservation shall thereupon be void and all rights under such reservation may be cancelled by the City Manager or their designee. (a) Refer to the FRUP and Athletic Field Allocation Policy, as adopted by the City Council, for specific rules and regulations regarding City Facility and City Parks permits and use.
(23) Smoke, unless the City has designated a specific smoking area, designated by posted signage.
(24) Erect four or more “pop-up” canopies per group/party. No canopy shall exceed ten feet by ten feet (10’ x 10’). All canopies shall be weighed down.
Notwithstanding the foregoing, “pop-up” canopies shall be strictly prohibited at Heritage Park.
(25) Record video or audio for personal or commercial production of City programs or activities, or for commercial (profit and sale) purposes, without a special written permit from the City Manager or their designee and in compliance with applicable laws.
(26) Enter without shoes, shirt/top, and/or bottoms, unless otherwise permitted by the City Manager or their designee as part of a program or activity. (27) Leave children under eight (8) years of age unsupervised. Notwithstanding the foregoing, this prohibition shall not apply to children participating in events or programs authorized or organized by the City, including camps and afterschool programs, and with adult supervision.
(28) Bring pets into any indoor City fFacility, unless they are service animals as defined by law, or leave pets otherwise unattended outdoors. (29) Use or operate sound amplifying equipment, or similar device for any purpose including giving instructions, directions, talks, addresses, lectures, or transmitting music to any persons or assemblages assemblies of persons in or upon any City pPark or City fFacility without a special written permit. (30) Enter employee-only areas or areas otherwise not open to the public without authorization.
8 (31) Engage in instructor-led activities or classes, or exchange of services, unless otherwise authorized by a facility use agreement as approved by the City Council. (32) Fail to comply with all applicable City, state, and federal laws and regulations, including specific rules posted or established for any program, event, class, or facility.
(33) Fail to obey the direction of the City Manager or their designee, or law enforcement, to cease and desist activities prohibited by the this sSection, of this code, or any regulations or policies of the Department of Recreation and Parks, Department of Community Services, or conditions associated with any special written permit or a special event permit issued pursuant to Chapter 119 (Special Event Permits). (34) Loitering by a member of a criminal street gang (inclusive of an outlaw motorcycle gang) in any City Park or City Facility with the intent to:
(a) Publicize a criminal street gang’s dominance over certain territory to intimidate non-members of the gang from entering, remaining in, or using the City Park or City Facility, or area adjacent thereto; (b) Conceal ongoing commerce in illegal narcotics; and/or (c) Commit another unlawful act.
(C) Additional Regulations and Policies. The City Manager (or designee thereof) is authorized to promulgate (and amend from time to time) rules, regulations, policies, and procedures for the implementation and enforcement of provisions of this Section - including for the Ejection and Exclusion of any person who has violated or is in violation of any provision of this Section, other applicable law, or any duly promulgated rule, regulation, policy, or procedure.
(C)(D) Violations. Failure Failing to adhere to the requirements of, or failing to otherwise cease and desist from the prohibited activities enumerated in, subsection (B); engaging in any other activity within a City Park or City Facility prohibited by City, State, or Federal law; violating any duly-promulgated rule, regulation, or policy pertaining to City Parks and/or City Facilities; violating any condition of a permit pertaining to a City Park or City Facility; and/or violating any duly issued Notice of Ejection or Notice of Exclusion shall be declared unlawful and a public nuisance, and, above may result in any or all of the following:
(1) The immediate revocation of the any special event permit applicable to the City Park and/or City Facility,;
(2) The immediate removal (“Ejection”) from the City pPark or City Facility facilities;
9 (2)(3) The temporary or permanent suspension Exclusion from being able to entering the City pPark or City Facility facilities where the violation occurred and/or all City Parks and City Facilities, in accordance with a duly-promulgated City policy and, as permitted to the fullest extent of the law;
(3)(4) The issuance of an administrative citation as provided under Section 11.04; and/or
(4)(5) subject to cCriminal prosecution pursuant to Section 10.97.
Any parent, legal guardian, or other adult with authorization for the care or custody of a minor under the age of eighteen (18) years old who commits a Park/Facility Violation under this Section may also be subject to Ejection and/or Exclusion from a City Park or City Facility for the same period of time and in the same manner as the minor.
The remedies available to the City to enforce the requirements of this sSection are cumulative, and are in addition to any other remedies available under this code, state law, or any other applicable law, and do not replace or supplant any other remedy that may be sought by the City.
SECTION 3. CEQA. This Ordinance is not subject to the California Environmental Quality Act (CEQA) (Pub. Res. Code § 21000 et seq.) because it is not a “project” pursuant to CEQA Guidelines (Cal. Code Regs., tit. 14, § 15000 et seq.) Section 15378(b)(5), as it is an organizational or administrative activity that will not result in direct or indirect physical changes in the environment. On a separate basis, if this Ordinance were construed as a “project” under CEQA, the Ordinance would be exempt under CEQA Guidelines Section 15061(b)(3), as it merely amends a City administrative process and does not approve any construction or development, and therefore it can be seen with certainty that there is no possibility that the Ordinance will have a significant effect on the environment. Thus, no further environmental review under CEQA is required.
SECTION 4. Clerical Errors. The City Council authorizes the City Attorney to make any clarifying changes necessary to this Ordinance including, but not limited to, typographical errors, irregular numbering, and incorrect section references.
SECTION 5. Severability. If any section, subsection, sentence, clause, or phrase in this Ordinance, or any part thereof, is held invalid or unconstitutional, such decision shall not affect the validity of the remaining sections or portions of this Ordinance or of Section 130.04 (UNLAWFUL CONDUCT WITHIN CITY FACILITIES AND CITY PARKS) of Title XIII (GENERAL OFFENSES) of the SFSMC, or any part thereof. The City Council hereby declares that it would have each section, subsection, subdivision, paragraph, sentence, clause, or phrase in this Ordinance irrespective of the fact that any one or more sections, subsections, subdivisions, paragraphs, sentences, clauses, or phrases may be declared invalid or unconstitutional.
10 SECTION 6. Effective Date. In accordance with Government Code Section 36937, this Ordinance shall take effect and be in force thirty (30) days from passage and adoption.
SECTION 7. Certification and Posting. The City Clerk shall certify to the passage and adoption of this Ordinance and shall cause it to be published or posted as required by law.
PASSED, APPROVED, AND ADOPTED by the City Council of the City of Santa Fe Springs at a regular meeting held on the 1st day of September 2026.
Joe Angel Zamora, Mayor
ATTEST:
Maribel Garcia, City Clerk
APPROVED AS TO FORM:
___
Rick R. Olivarez, City Attorney
11 STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) ss
CITY OF SANTA FE SPRINGS )
I, Maribel Garcia, City Clerk of the City of Santa Fe Springs, do hereby certify that the foregoing Ordinance was adopted at a regular meeting of the City Council held on the 1st day of September 2026, and was carried out by the following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
Maribel Garcia, City Clerk
Policy and Procedure Manual: Ejections and Exclusions from City Parks/Facilities
POLICY AND PROCEDURES MANUAL
Santa Fe Springs City Parks and City Facilities
SUBJECT: Ejections and Exclusions from City Parks/Facilities Rev: 9/1/2026 I. PURPOSE AND OBJECTIVE
The City of Santa Fe Springs provides parks and recreational facilities to enhance public health and to encourage an active lifestyle, improve mental well-being, and to increase community engagement and cultural enrichment. Within the City’s parks and recreational facilities, the City provides not only opportunities for youth and adults alike to participate in both recreational and competitive athletic activities, but we also provide many programs, activities, and special events that promote educational, social, mental, and physical growth.
The City’s goal of providing these facilities and services to all members of the community can be impeded by those persons who refuse or otherwise fail to adhere to applicable laws, rules, and regulations that are designed to ensure the orderly and safe use of the City’s parks and recreational facilities.
Permission to be within the limits of any City Park or City Facility, and to use any building, structure, improvement, or equipment or to participate in any program, activity, or special event within a City Park or City Facility, is conditioned upon persons adhering to all applicable Federal, State, and local laws, ordinances, rules, or regulations applicable to the City Park and/or City Facility.
Pursuant to Santa Fe Springs Municipal Code (“SFSMC”) Section 130.04(D), any person who causes or aids and abets in the commission of any Park/Facility Violation (as defined hereinbelow), in addition to any other penalty provided by law, may be subject to the temporary or permanent suspension of the ability to enter or otherwise use City Parks and/or City Facilities (or portions thereof), in accordance with the provisions of this Policy.
II. DEFINITIONS
The definitions set forth in SFSMC Section 130.04(A) shall apply to this Policy. As used in this Policy, the following definitions shall also apply unless the context clearly indicates or requires a different meaning.
Disruptive Activity shall mean any behavior, conduct, or activity that obstructs, disrupts, or interferes with the normal operation of or permitted activities within a City Park or City Facility, or any area immediately adjacent thereto (including public parking lots, sidewalks, roadways, courtyards, or plazas).
Eject or Ejection shall mean an order given by any peace officer or authorized City official directing a person to immediately leave a City Park or City Facility for the remainder of the calendar day and the entirety of the subsequent calendar day.
Policy and Procedure Manual: Ejections and Exclusions from City Parks/Facilities
Enforcement Officer shall mean any of the following:
a) Any peace officer;
b) Any City official whose duties include managing;
c) Any City official authorized to enforce the provisions of SFSMC Section 130.04 (“Unlawful Conduct Within City Facilities and City Parks”) or 136 (“Prohibited Uses of Public Property”), or any other law, rule, or regulation regarding conduct that occurs within a City Park or City Facility; and/or d) Any City official designated by the City Manager in writing to Eject or Exclude persons from a City Park or City Facility.
Exclude or Exclusion shall mean an order made by any peace officer or authorized City official prohibiting a person from entering or remaining in a City Park or City Facility for a specified period of time.
Exclusion Period shall mean the period of time during which a person has been prohibited from entering or remaining in a City Park or City Facility, or portions thereof.
Minor Violation shall mean any Park/Facility Violation that does not constitute a Serious Violation.
Park/Facility Violation shall mean any behavior, conduct, or activity at a City Park or City Facility, or any area appurtenant or immediately adjacent thereto (including public parking lots, sidewalks, roadways, courtyards, or plazas), that would constitute:
a) Violation of any applicable Federal, State, or local law, statute, ordinance, or resolution;
b) Violation of any rule, regulation, or policy applicable to City Parks or City Facilities, including but not limited to SFSMC Section 130.04 and the City’s Facilities Reservation and Use Policy, adopted November 12, 2024 and as may be amended from time to time;
c) Violation of any applicable permit or license authorizing temporary or conditional use of a City Park or City Facility; and/or d) Disruptive Activity.
Serious Violation shall mean any Park/Facility Violation, irrespective of whether it results in a criminal conviction, where the perpetrator’s actions:
a) Included the unlawful and/or unpermitted possession and/or use of alcohol, narcotics, or a dangerous weapon, including but not limited to those substances and items listed in SFSMC Section 130.04(B)(3) and 130.04(B)(18);
b) Included vandalism of City property or the unlawful lighting or maintenance of a fire except as permitted pursuant to SFSMC Section 130.04(B)(8); c) Included violence, harassment, stalking, or a credible threat of violence to any person;
Policy and Procedure Manual: Ejections and Exclusions from City Parks/Facilities
d) Included indecent exposure or any lewd/obscene conduct; and/or e) Resulted in the issuance of a Notice to Appear, an arrest, or the filing of a criminal complaint for any misdemeanor or felony offense.
III. EJECTION AND EXCLUSION FROM CITY PARKS AND/OR CITY FACILITY
AUTHORIZATION
Any Enforcement Officer, may Eject or Exclude any person who, while present in a City Park or City Facility (inclusive of any area appurtenant or immediately adjacent thereto - including public parking lots, sidewalks, roadways, courtyards, or plazas), causes, commits, permits, aids, abets, or suffers any Park/Facility Violation, in accordance with the provisions of this Policy. Any parent, legal guardian, or other adult with authorization for the care or custody of a minor under the age of eighteen (18) years old who commits a Park/Facility Violation may also be subject to Ejection and/or Exclusion from a City Park or City Facility for the same period of time and in the same manner as the minor.
Nothing in this Policy shall be construed to authorize the Exclusion of any person lawfully exercising free speech rights or any other right protected by the Federal or State Constitutions unless that person is also committing a Park/Facility Violation that is not protected by the Federal or State Constitution.
Nothing in this Policy shall prohibit any individual from entering or remaining at City Facilities for purposes of utilizing any service or meeting provided therein that is available or open to the public – however, the City may require a person who has been Excluded from City Hall or the Police Service Center to make an appointment with a designated person before entering City Hall or the Police Service Center (with the exception of an emergency or a public meeting of a City legislative body conducted pursuant to the Brown Act (Gov. Code, § 54950 et seq.)).
EJECTION
An Enforcement Officer may issue individuals a verbal or written warning for any Park/Facility Violation prior to an Ejection, however, a verbal or written warning is a courtesy and not required for an Ejection from a City Park or City Facility.
Irrespective of whether a warning has been issued, an Enforcement Officer may Eject any person from the City Park or City Facility by issuing a “Notice of Ejection.” The Notice of Ejection shall contain, at a minimum, the following information:
(i) The name of the individual being Ejected;
(ii) The date and time of the Ejection;
(iii) The location(s) from which the individual is being Ejected; (iv) The specific Park/Facility Violation which resulted in the Ejection; (v) A statement that any further Park/Facility Violations may result in the individual being Excluded from the designated City Park(s) and/or City Facility; and (vi) The name and/or signature of the Enforcement Officer issuing the Notice of Ejection.
Policy and Procedure Manual: Ejections and Exclusions from City Parks/Facilities
The Enforcement Officer shall make a reasonable attempt to serve the Notice of Ejection upon the person being Ejected, however, the individual’s refusal or failure to accept or to sign the Notice of Ejection shall not affect the validity of the Ejection. If an individual refused or failed to accept or sign the Notice of Ejection, the Enforcement Officer shall annotate the Notice of Ejection to so indicate.
EXCLUSION
An Enforcement Officer may issue individuals a verbal or written warning for any Park/Facility Violation prior to an Exclusion, however, a verbal or written warning is a courtesy and not required for an Ejection from a City Park or City Facility.
Irrespective of whether a warning has been issued, an Enforcement Officer may Exclude a person from a City Park or City Facility for causing any of the following:
(a) Multiple Minor Violations;
(b) Any Minor Violation within twelve (12) months of any prior Park/Facility Violation that had resulted in the issuance of a warning or Ejection (irrespective of whether the Minor Violations were at the same City Park or City Facility); and/or (c) Any Serious Violation.
The Exclusion from a designated City Park or City Facility shall commence immediately upon service of a “Notice of Exclusion.” The Notice of Exclusion shall contain, at a minimum, the following information:
(i) The name of the individual being Excluded;
(ii) The date and time of the commencement of the Exclusion; (iii) The location(s) from which the individual is being Excluded; (iv) The duration of the Exclusion;
(v) The specific Park/Facility Violation and a brief description of the activity(ies) which resulted in the Exclusion;
(vi) If a previous warning or Ejection had been issued, the date of said warning or Ejection;
(vii) Information concerning the right to appeal the Exclusion; and (viii) The name and/or signature of the Enforcement Officer issuing the Notice of Exclusion.
The Enforcement Officer shall make a reasonable attempt to serve the Notice of Exclusion upon the person being Excluded through personal service. If the individual either refuses to accept it or leaves the City Park or City Facility without accepting it, service of the Notice of Exclusion shall be accomplished by mailing the Notice of Exclusion to the individual at the individual’s last known address. Personal service may be accomplished on a later date (within 12 months of the Park/Facility Violation giving rise to the Exclusion) if the individual refused to accept it or left the City Park or City Facility prior to accepting it on the date of the underlying Park/Facility Violation.
Policy and Procedure Manual: Ejections and Exclusions from City Parks/Facilities
LOCATION(S) OF EJECTION AND/OR EXCLUSION
An Ejection shall be limited to the location where the Park/Facility Violation occurred.
An Exclusion for a Minor Violation may be limited to the location where the Park/Facility Violation occurred or, upon a finding of good cause by the Enforcement Officer, may be expanded to all City Parks and City Facilities. Amongst other bases, good cause shall exist if the individual has committed multiple Minor Violations within a 12-month period of time (irrespective of whether the Minor Violations occurred at the same City Park or City Facility).
An Exclusion for any Serious Violation shall be from all City Parks and City Facilities.
DURATION OF EJECTION AND/OR EXCLUSION
An Ejection from a City Park or City Facility shall be for the remainder of the calendar day on which it was issued and the subsequent calendar day.
The Exclusion Period for the first Minor Violation at any City park or City facility within a 12-month period of time shall be for a period of thirty (30) calendar days from the date of exclusion.
The Exclusion Period for a second (2nd) Minor Violation within a 12-month period of a prior warning/Ejection/Exclusion (irrespective of whether at the same City Park or City Facility) shall be for a period of ninety (90) calendar days from the date of service of the Notice of Exclusion.
The Exclusion Period for a Serious Violation, a third (3rd) Minor Violation within twelve (12) months of a prior warning/Ejection/Exclusion (irrespective of whether at the same City Park or City Facility), or where multiple Minor Violations occurred during a single incident, shall be one (1) calendar year from the date of service of the Notice of Exclusion.
APPEAL
Any person who has been Ejected or Excluded from a City Park or City Facility may appeal the Ejection or Exclusion to the City Manager or designee thereof by filing a written Notice of Appeal with ___________________ (located at ___________________________, Santa Fe Springs) within seven (7) calendar days of service of the Notice of Ejection or Notice of Exclusion.
The Ejection and/or Exclusion Period is not stayed pending an appeal.
The Notice of Appeal shall contain, at a minimum, the following information:
(i) The appellant’s name;
(ii) The appellant’s telephone number, and mailing address or e-mail address where the appellant may be reached and to where communications may be directed; (iii) The date, duration, and location(s) of the Ejection and/or Exclusion; (iv) A statement in sufficient detail to explain why the appellant believes the Ejection or Exclusion was invalid or unjustified;
(v) A request that the City Manager (or designee thereof) either schedule a hearing Policy and Procedure Manual: Ejections and Exclusions from City Parks/Facilities
or that the City Manager (or designee thereof) consider the appeal request as the sole evidence to be submitted by the appellant and to make a ruling thereon. Any appeal that does not contain this request shall be deemed a request for a hearing; and
(vi) The signature of the appellant.
If a hearing is requested, the City Manager (or designee thereof) shall consider the testimony of the appellant, the Enforcement Officer, and/or their witnesses, as well as any documentary evidence presented by these persons concerning the Exclusion. Appeal hearings are informal, and formal rules of evidence and discovery do not apply. Upon review of the evidence submitted, the City Manager (or designee thereof) shall uphold the Ejection and/or Exclusion if a preponderance of the evidence demonstrates that the Excluded person committed the Park/Facility Violation and the Ejection and/or Exclusion is otherwise in accordance with the law and this Policy. The decision of the City Manager (or designee thereof) shall be final and binding.
RELIEF FROM EXCLUSION
Any person who is subject to an Exclusion from any City Park or City Facility, or portion thereof, may seek relief from the Exclusion for good cause by filing a written Request for Relief with ______________________ (located at _______________________, Santa Fe Springs) at any point during the Exclusion Period. The written request shall contain the same information as for an appeal (as set forth hereinabove) – with the exception that it shall contain a statement in sufficient detail to explain why the City Manager (or designee thereof) should grant relief from the Exclusion. The City Manager (or designee thereof) shall consider the request of the Excluded person (including any information or documents submitted in support thereof), as well as any other relevant information. The City Manager (or designee thereof) shall have the authority to modify the period of Exclusion for good cause; however, no period of Exclusion may be decreased by more than fifty percent (50%). The decision of the City Manager (or designee thereof) shall be final and binding. Only one (1) Request for Relief may be submitted and considered during the Exclusion Period.
The City shall maintain an accurate database of those persons Ejected and/or Excluded from City Parks and/or City Facilities, as well as of any appeals and relief granted.
NOTICE OF EJECTION
FROM SANTA FE SPRINGS PARK(S) AND/OR FACILITIES
White – Police Department Yellow – Excluded Person Green – Issuing Div/Dept Pink – Police Services Pursuant to Section 130.04(D) of the Santa Fe Springs Municipal Code (“SFSMC”), the person named hereinbelow (hereinafter, “Subject”) is ejected from the City Park(s) or City Facility(ies)listed hereinbelow – including being prohibited from utilizing any facilities, athletic fields, or recreational features located therein.
Name of Person Ejected: Date of Birth:
__________________________________________________________________________ _______________________ Last First Middle MM/DD/YYYY
☐ Little Lake Park ☐ Los Nietos Park ☐ Lakeview Park
(10900 Pioneer Blvd) (11143 Charlesworth Rd) (10225 Jersey Ave) ☐ Lake Center Ath. Park ☐ Activity Center ☐ SFS Athletic Fields (11641 Florence Ave) (11155 Charlesworth Rd) (9720 Pioneer Blvd) ☐ Other:
Effective immediately, the Subject shall not enter or remain in the above-listed City park(s) and/or facilities for the remainder of the day on which the Notice is issued and the subsequent calendar day (hereinafter, “Ejection Period”).
The Subject shall not re-enter the above-listed City park(s) and/or facilities until hours of operation on the day following the Ejection Period.
Date and Time of Prior Warning/Ejection (if applicable): _____________________ ☐ Verbal ☐ Written The Subject is being ejected from the listed City Park(s) or City Facility(ies), because the undersigned has determined that on ________________________, the Subject committed the following prohibited activities [as set forth in Santa Fe Springs Municipal Code Section 130.04(B)] at __________________________________. ☐ Entering or remaining outside of approved operational hours without a written permit [§130.04(B)(16)] ☐ Camping, sleeping, or lodging without a written permit [§130.04(B)(9)] ☐ Disruptive conduct or harassing language [§130.04(B)(10)] ☐ Conducting any trade, occupation, or business without a written permit [§130.04(B)(14)] ☐ Assemblies in excess of 50 persons without a written permit [§130.04(B)(21)] ☐ Interference with use of any reserved table, space, or facility [§130.04(B)(22)] ☐ Smoking in areas where not explicitly designated a smoking area [§130.04(B)(23)] ☐ Failure to comply with Staff directions and/or Park/Facility regulations[§130.04(B)(33)] ☐ Other applicable law, ordinance, rule, or regulation: __________________________________________
ENTERING OR REMAINING IN THE DESIGNATED PARK OR FACILITY CONSTITUTES A MISDEMEANOR OFFENSE AND IS SUBJECT TO ARREST AND OTHER ENFORCEMENT ACTIONS.
SEE THE REVERSE SIDE OF THIS NOTICE FOR INFORMATION CONCERNING YOUR RIGHT TO APPEAL THIS EJECTION.
________________________________________________ ___________________________________ ________________________ DR ______________________________________
Name of Issuing Officer/Employee Officer/Employee Number Date of Issuance IMPORTANT –READ CAREFULLY
RIGHT TO APPEAL
Any person who is issued a Notice of Ejection from a City Park or City Facility may appeal the ejection to the City Manager by filing a written request for appeal with __________________________________ [located at _________________________, Santa Fe Springs, CA 90670] within seven (7) calendar days from the date of the Notice. The written request for an appeal shall contain, at a minimum, the following information:
1. Name, mailing address and/or e-mail address, and telephone number of the person appealing the ejection (hereinafter, “appellant”);
2. The date, duration, and location(s) of the ejection;
3. A statement in sufficient detail to explain why the appellant believes the ejection was invalid or unjustified;
4. A request that the City Manager (or designee thereof) either schedule a hearing or that the City Manager (or designee thereof) consider the appeal request as the sole evidence to be submitted by the appellant and to make a ruling thereon. Any appeal that does not contain this request shall be deemed a request for a hearing; and;
5. The signature of the appellant.
Failure of the appellant to submit a completed written request for an appeal within the required time shall constitute a waiver of the right to appeal and the Ejection shall be deemed final and binding.
THE FILING OF AN APPEAL DOES NOT PRECLUDE ISSUANCE OF ANOTHER EJECTION OR
EXCLUSION ORDER OR IMPOSITION OF OTHER PENALTIES FOR NEW VIOLATIONS, NOR DOES THE FILING OF AN APPEAL STAY THE EJECTION.
ADDITIONAL PENALTIES
Any future violations of applicable laws, rules, or regulations in a City Park or Facility, as well as any violation of this ejection, could result in additional and longer periods of exclusion, criminal prosecution, the imposition of administrative fines, and/or any other penalty authorized by law.
For further information about the ejection or this Notice, contact _______________________________ at (562) _____-_________. However, a request for an appeal may only be submitted in writing as set forth hereinabove.
(Rev. 096/2026)
Park/Facility Rules (All Parks and Facilities)
• Motor Vehicles: Operating any electric or motorized vehicle without a permit or authorization [§130.04(B)(1)]
• Riding Horse or Other Animal: Riding any horse or other animal without a permit or authorization [§130.04(B)(1)] • Dog at Large: Allowing a dog to be off a leash or chain [§130.04(B)(2)]
• Leading Animals: Leading or letting loose wild animals, horse, cattle, sheep, swine, bunnies, or fowl [§130.04(B)(2)] • Firearms/Fireworks: Possession or discharge of firearm, fireworks, air gun, or sling shot [§130.04(B)(3)]
• Feeding Non-Domesticated Animal: Feeding, offering
food, or providing food to non-domesticated animals (other than a personal pet) [§130.04(B)(4)]
• Vandalism: Cutting, breaking, injuring, vandalizing,
defacing, damaging any tree, plant, building, sign, bench, structure, apparatus, equipment, or traffic control device [§130.04(B)(5)]
• Disturbance of Landscape: Cut, disturb, insert, or remove any wood, turf, grass, soil, rock, sand, or gravel
[§130.04(B)(6)]
• Handbills and Notices: Distribution of handbills or
circulars, or posting of notice, paper, sign, banner, or advertising device without a permit [§130.04(B)(7)]
• Fire: Making or kindling a fire except in City-provided stoves, without a permit [§130.04(B)(8)]
• Camping: Camping, lodging, or residing without a permit [§130.04(B)(9)]
• Disruptive or Lewd Conduct: Engaging in riotous,
boisterous, threatening, disruptive, lewd, obscene, or
indecent conduct [§130.04(B)(10)]
• Harassing or Intimidating Language: Using abusive,
profane, intimidating, demeaning, or harassing language that amounts to a use of force or a true threat of force [§130.04(B)(10)]
• Harm or Threat of Harm: Inflicting or threatening to inflict physical harm to another individual or City Staff
[§130.04(B)(11)]
• Unpermitted Vending or Solicitation: Exhibiting, selling, or offering for sale or lease, or soliciting donations for, any object, service, or merchandise without a permit
[§130.04(B)(12)]
• Gambling. [§130.04(B)(13)]
• Unpermitted Business/Circulation of Petitions.
[§130.04(B)(14)]
• Games in Non-Designated Areas. [§130.04(B)(15)]
• Park Hours: Entering or remaining in park when closed [§130.04(B)(16)]
• Littering. [§130.04(B)(17)]
• Alcohol and/or Illegal Controlled Substance: Unlawful and/or unpermitted possession or consumption of any
alcoholic beverage or any illegal or controlled substance, or being under the influence of alcohol or any illegal or
controlled substance [§130.04(B)(18)]
• Drones and Projectiles: Operation of drones, remote
control planes, potato shooters, compressed gas, rocket launchers, smoke bombs or other similar projectiles
[§130.04(B)(19)]
• Loitering in Restroom: Loitering in or about a public toilet designated for the opposite sex (other than single-user restroom facilities) [§130.04(B)(20)]
• Large Gatherings: Conducting activities that will have in excess of 50 persons in attendance without a permit
[§130.04(B)(21)]
• No Gatherings at Heritage Park: No public gatherings of any size at Heritage Park without a permit [§130.04(B)(21)] • Interfering with Reserved and Posted Facility or
Equipment: Interfering with any reserved table, space,
facility, or parks when reservation is properly posted or noticed [§130.04(B)(22)]
• Smoking: Smoking unless in a designated area
[§130.04(B)(23)]
• Excessive or Oversized Canopies: Erecting 4 or more “pop up" canopies per group/party, and no canopy shall exceed 10’x10’. Canopies must be weighed down. [§130.04(B)(24)] • No Canopies at Heritage Park: “Pop-up” canopies are
prohibited at Heritage Park [§130.04(B)(24)]
• Unpermitted Recording: Recording audio and/or video for personal or commercial production of City programs or
activities, or any recording for commercial purposes, is prohibited without permit [§130.04(B)(25)]
• Dress Code: Prohibited to enter City Park or Facility without shoes, shirt/top, and/or bottoms without permit as part of City program or activity [§130.04(B)(26)]
• Unsupervised Children Under 8 Years: Prohibited to leave children under 8 years of age unsupervised, except as part of City event or program[§130.04(B)(27)]
• Pets in Indoor City Facility: Pets in indoor City Facilities prohibited EXCEPT service animals [§130.04(B)(28)]
• Unattended Pets Outdoors: Prohibited to leave pets
unattended outdoors [§130.04(B)(28)]
• Unpermitted Sound Amplification Services: Use of sound amplification equipment for any purpose is prohibited
without a permit [§130.04(B)(29)]
• Employee-Only Areas: It is prohibited to enter employeeonly areas or other areas not open to the public without authorization [§130.04(B)(30)]
• Instructor-Led Activities: Engaging in instructor-led activities or classes (or exchange of services) without a facility use agreement [§130.04(B)(31)]
• Failure to Obey City, State, or Federal Law
[§130.04(B)(32)]
• Failure to Comply with City Order, Regulation, or Policy [§130.04(B)(33)]
• Criminal Street Gang Activity: Loitering by criminal street gang member with intent to: establish dominance over, or intimidate non-members from entering, the park/facility; sell illegal narcotics; or commit another unlawful act
[§130.04(B)(34)]
NOTICE OF EXCLUSION
FROM SANTA FE SPRINGS PARK(S) AND/OR FACILITIES
White – Police Department Yellow – Excluded Person Green – Issuing Div/Dept Pink – Police Services Pursuant to Section 130.04(D) of the Santa Fe Springs Municipal Code (“SFSMC”), the person named hereinbelow (hereinafter, “Subject”) is excluded from the City Park(s) or City Facility(ies) listed hereinbelow – including being prohibited from utilizing any facilities, athletic fields, or recreational features located therein.
Name of Person Excluded: Date of Birth:
__________________________________________________________________________ _______________________ Last First Middle MM/DD/YYYY
☐ Little Lake Park ☐ Los Nietos Park ☐ Lakeview Park
(10900 Pioneer Blvd) (11143 Charlesworth Rd) (10225 Jersey Ave) ☐ Lake Center Ath. Park ☐ Activity Center ☐ SFS Athletic Fields (11641 Florence Ave) (11155 Charlesworth Rd) (9720 Pioneer Blvd) ☐ Other:
Effective immediately, the Subject shall not enter or remain in the above-listed City park(s) and/or facilities until hours of operation on the day following the expiration of the period of exclusion referenced below:
☐ 30 Calendar Days ☐ 90 Calendar Days ☐ 1 Calendar Year (1st MV) (2nd MV w/in 12 mos) (☐ Multiple MVs / ☐ 3rd MV w/in 12 months / ☐ Serious Park Violation)
Date and Time of Prior Warning/Ejection (if applicable): _____________________ ☐ Verbal ☐ Written The Subject is being excluded from the listed City Park(s) or City Facility(ies), because the undersigned has determined that on ________________________, the Subject committed the following prohibited activities [as set forth in Santa Fe Springs Municipal Code Section 130.04(B)] at __________________________________. ☐ Entering or remaining outside of approved operational hours without a written permit [§130.04(B)(16)] ☐ Camping, sleeping, or lodging without a written permit [§130.04(B)(9)] ☐ Disruptive conduct or harassing language [§130.04(B)(10)] ☐ Conducting any trade, occupation, or business without a written permit [§130.04(B)(14)] ☐ Assemblies in excess of 50 persons without a written permit [§130.04(B)(21)] ☐ Interference with use of any reserved table, space, or facility [§130.04(B)(22)] ☐ Smoking in areas where not explicitly designated a smoking area [§130.04(B)(23)] ☐ Failure to comply with Staff directions and/or Park/Facility regulations[§130.04(B)(33)] ☐ Other applicable law, ordinance, rule, or regulation: __________________________________________
ENTERING OR REMAINING IN THE DESIGNATED PARK OR FACILITY CONSTITUTES A MISDEMEANOR OFFENSE AND IS SUBJECT TO ARREST AND OTHER ENFORCEMENT ACTIONS.
SEE THE REVERSE SIDE OF THIS NOTICE FOR INFORMATION CONCERNING YOUR RIGHT TO APPEAL THIS EXCLUSION.
DR ______________________________________
________________________________________________ ___________________________________ ________________________ Name of Issuing Officer/Employee Officer/Employee Number Date of Issuance IMPORTANT –READ CAREFULLY
RIGHT TO APPEAL
Any person who is issued a Notice of Exclusion from a City Park or City Facility may appeal the exclusion to the City Manager by filing a written request for appeal with __________________________________ [located at _________________________, Santa Fe Springs, CA 90670] within seven (7) calendar days from the date of the Notice. The written request for an appeal shall contain, at a minimum, the following information:
1. Name, mailing address and/or e-mail address, and telephone number of the person appealing the exclusion (hereinafter, “appellant”);
2. The date, duration, and location(s) of the exclusion;
3. A statement in sufficient detail to explain why the appellant believes the exclusion was invalid or unjustified;
4. A request that the City Manager (or designee thereof) either schedule a hearing or that the City Manager (or designee thereof) consider the appeal request as the sole evidence to be submitted by the appellant and to make a ruling thereon. Any appeal that does not contain this request shall be deemed a request for a hearing; and
5. The signature of the appellant.
Failure of the appellant to submit a completed written request for an appeal within the required time shall constitute a waiver of the right to appeal and the Exclusion shall be deemed final and binding.
THE FILING OF AN APPEAL DOES NOT PRECLUDE ISSUANCE OF ANOTHER EXCLUSION ORDER
OR IMPOSITION OF OTHER PENALTIES FOR NEW VIOLATIONS,
NOR DOES THE FILING OF AN APPEAL STAY THE EXCLUSION.
ADDITIONAL PENALTIES
Any future violations of applicable laws, rules, or regulations in a City Park or Facility, as well as any violation of this exclusion, could result in additional and longer periods of exclusion, criminal prosecution, the imposition of administrative fines, and/or any other penalty authorized by law.
For further information about the exclusion or this Notice, contact _______________________________ at (562) _____-_________. However, a request for an appeal may only be submitted in writing as set forth hereinabove.
(Rev. 09/2026)
Exclusion
Period Ground(s) for Exclusion
30 Days • First (1st) Minor Violation
90 Days • Second (2nd) Minor Violation within 12-months of a prior warning/ejection/exclusion (irrespective of whether at the same park or facility) 1 Year • Multiple Minor Violations (during the same incident) • A third (3rd) Minor Violation within 12-months of a prior warning/ejection/exclusion
• Any Serious Violation – Any Park/Facility Violation involving:
Unlawful and/or unpermitted possession and/or use of alcohol, narcotics, or a dangerous weapon
Vandalism of City property
Unlawful and/or unpermitted lighting or maintenance of a fire; Violence, harassment, stalking, or a credible threat of violence Indecent exposure or any lewd/obscene conduct
The issuance of a Notice to Appear, an arrest, or the filing of a criminal complaint for any misdemeanor or felony offense
Park/Facility Rules (All Parks and Facilities)
• Motor Vehicles: Operating any electric or motorized vehicle without a permit or authorization [§130.04(B)(1)]
• Riding Horse or Other Animal: Riding any horse or other animal without a permit or authorization [§130.04(B)(1)] • Dog at Large: Allowing a dog to be off a leash or chain [§130.04(B)(2)]
• Leading Animals: Leading or letting loose wild animals, horse, cattle, sheep, swine, bunnies, or fowl [§130.04(B)(2)] • Firearms/Fireworks: Possession or discharge of firearm, fireworks, air gun, or sling shot [§130.04(B)(3)]
• Feeding Non-Domesticated Animal: Feeding, offering
food, or providing food to non-domesticated animals (other than a personal pet) [§130.04(B)(4)]
• Vandalism: Cutting, breaking, injuring, vandalizing,
defacing, damaging any tree, plant, building, sign, bench, structure, apparatus, equipment, or traffic control device [§130.04(B)(5)]
• Disturbance of Landscape: Cut, disturb, insert, or remove any wood, turf, grass, soil, rock, sand, or gravel
[§130.04(B)(6)]
• Handbills and Notices: Distribution of handbills or
circulars, or posting of notice, paper, sign, banner, or advertising device without a permit [§130.04(B)(7)]
• Fire: Making or kindling a fire except in City-provided stoves, without a permit [§130.04(B)(8)]
• Camping: Camping, lodging, or residing without a permit [§130.04(B)(9)]
• Disruptive or Lewd Conduct: Engaging in riotous,
boisterous, threatening, disruptive, lewd, obscene, or
indecent conduct [§130.04(B)(10)]
• Harassing or Intimidating Language: Using abusive,
profane, intimidating, demeaning, or harassing language that amounts to a use of force or a true threat of force [§130.04(B)(10)]
• Harm or Threat of Harm: Inflicting or threatening to inflict physical harm to another individual or City Staff
[§130.04(B)(11)]
• Unpermitted Vending or Solicitation: Exhibiting, selling, or offering for sale or lease, or soliciting donations for, any object, service, or merchandise without a permit
[§130.04(B)(12)]
• Gambling. [§130.04(B)(13)]
• Unpermitted Business/Circulation of Petitions.
[§130.04(B)(14)]
• Games in Non-Designated Areas. [§130.04(B)(15)]
• Park Hours: Entering or remaining in park when closed [§130.04(B)(16)]
• Littering. [§130.04(B)(17)]
• Alcohol and/or Illegal Controlled Substance: Unlawful and/or unpermitted possession or consumption of any
alcoholic beverage or any illegal or controlled substance, or being under the influence of alcohol or any illegal or
controlled substance [§130.04(B)(18)]
• Drones and Projectiles: Operation of drones, remote
control planes, potato shooters, compressed gas, rocket launchers, smoke bombs or other similar projectiles
[§130.04(B)(19)]
• Loitering in Restroom: Loitering in or about a public toilet designated for the opposite sex (other than single-user restroom facilities) [§130.04(B)(20)]
• Large Gatherings: Conducting activities that will have in excess of 50 persons in attendance without a permit
[§130.04(B)(21)]
• No Gatherings at Heritage Park: No public gatherings of any size at Heritage Park without a permit [§130.04(B)(21)] • Interfering with Reserved and Posted Facility or
Equipment: Interfering with any reserved table, space,
facility, or parks when reservation is properly posted or noticed [§130.04(B)(22)]
• Smoking: Smoking unless in a designated area
[§130.04(B)(23)]
• Excessive or Oversized Canopies: Erecting 4 or more “pop up” canopies per group/party, and no canopy shall exceed 10’x10’. Canopies must be weighed down. [§130.04(B)(24)] • No Canopies at Heritage Park: “Pop-up” canopies are
prohibited at Heritage Park [§130.04(B)(24)]
• Unpermitted Recording: Recording audio and/or video for personal or commercial production of City programs or
activities, or any recording for commercial purposes, is prohibited without permit [§130.04(B)(25)]
• Dress Code: Prohibited to enter City Park or Facility without shoes, shirt/top, and/or bottoms without permit as part of City program or activity [§130.04(B)(26)]
• Unsupervised Children Under 8 Years: Prohibited to leave children under 8 years of age unsupervised, except as part of City event or program[§130.04(B)(27)]
• Pets in Indoor City Facility: Pets in indoor City Facilities prohibited EXCEPT service animals [§130.04(B)(28)]
• Unattended Pets Outdoors: Prohibited to leave pets
unattended outdoors [§130.04(B)(28)]
• Unpermitted Sound Amplification Devices: Use of sound amplification equipment for any purpose is prohibited
without a permit [§130.04(B)(29)]
• Employee-Only Areas: It is prohibited to enter employeeonly areas or other areas not open to the public without authorization [§130.04(B)(30)]
• Instructor-Led Activities: Engaging in instructor-led activities or classes (or exchange of services) without a facility use agreement [§130.04(B)(31)]
• Failure to Obey City, State, or Federal Law:
[§130.04(B)(32)]
• Failure to Comply with City Order, Regulation, or Policy:
[§130.04(B)(33)]
• Criminal Street Gang Activity: Loitering by criminal street gang member with intent to: establish dominance over, or intimidate non-members from entering, the park/facility; sell illegal narcotics; or commit another unlawful act
[§130.04(B)(34)]
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Cuong Nguyen, Director of Community Development
SUBJECT:
PUBLIC HEARING – ORDINANCE NO. 1174 – ZONE CHANGE (ZC) CASE NO. 142 – TO ASSIGN AN M-2-FOZ (HEAVY MANUFACTURING – FREEWAY OVERLAY ZONE) ZONING
DESIGNATION TO A CITY-OWNED PARCEL LOCATED AT THE SOUTHWEST CORNER OF SHOEMAKER AVENUE AND FIRESTONE BOULEVARD (APN: 8082-002-918) (COMMUNITY
DEVELOPMENT)
DATE: Tuesday, September 1, 2026, 6:00 PM
RECOMMENDATION:
It is recommended that City Council:
1. Open the Public Hearing and receive the written and oral staff report and any comments from the public regarding Ordinance No. 1174, and thereafter, close the Public Hearing; and
2. Find and determine that pursuant to Section 15305, Class 5 (Minor Alterations in Land Use Limitations) of the California Environmental Quality Act (CEQA), the project is Categorically Exempt; and
3. Introduce by title only and waive further reading of Ordinance No. 1174: An Ordinance of the City of Santa Fe Springs Municipal Code assigning an M-2-FOZ (Heavy Manufacturing – Freeway Overlay Zone) zoning designation to a city-owned parcel located at the southwest corner of Shoemaker Avenue and Firestone Boulevard (APN 8082-002-918); and
4. Take such additional, related action that may be desirable.
FISCAL IMPACT
N/A
BACKGROUND
The subject property consists of approximately 1.37 acres and is located at the southwest corner of Shoemaker Avenue and Firestone Boulevard (APN: 8082-002-918). The City owns the parcel and is currently developed as part of the public street system providing access to the overpass crossing Interstate 5 (I-5). The property includes the roadway surface as well as landscaped areas located on both sides of the street within the parcel boundaries.
During a recent review of the City's General Plan Land Use Map and Official Zoning Map, staff identified that the subject parcel has historically never been assigned either a General Plan land use designation or a zoning designation. Although the parcel has functioned as part of the public street network for many years, no formal legislative action was previously taken to establish its corresponding land use or zoning classification.
The surrounding properties are designated Freeway Commercial and zoned M-2-FOZ (Heavy Manufacturing – Freeway Overlay Zone). To correct this mapping inconsistency and establish consistency with adjacent properties, staff is proposing to assign the subject parcel the same General Plan land use designation and zoning designation.
The proposed General Plan Amendment (Case No. 33) will be adopted separately as Resolution No. 10039.
Planning Commission Recommendation
On August 10, 2026, the Planning Commission conducted a Public Hearing regarding General Plan Amendment Case No. 33 and Zone Change Case No. 142 (Planning Commission Resolution No. 325-2026). After considering the written and oral report and discussions during the public hearing, the Planning Commission approved a motion to recommend that the City Council approve the subject Ordinance (No. 1174) to assign an M-2-FOZ (Heavy Manufacturing – Freeway Overlay Zone) zoning designation to the subject parcel.
ANALYSIS
The proposed Zone Change would designate the subject property as M-2-FOZ (Heavy Manufacturing – Freeway Overlay Zone), consistent with the adjacent properties surrounding the parcel.
ENVIRONMENTAL
The proposed project has been reviewed in accordance with the California Environmental Quality Act (CEQA) and is exempt from environmental review pursuant to the Class 5 Categorical Exemption (CEQA Guidelines Section 15305).
DISCUSSION
The proposed amendments establish consistency with the surrounding land use pattern while ensuring that all parcels within the City have corresponding General Plan and zoning designations. The amendments serve to correct a historical mapping omission and improve the accuracy and completeness of the City's planning documents.
SUMMARY/NEXT STEPS
The proposed Zone Change would assign an M-2-FOZ (Heavy Manufacturing) zoning designation to the City-owned parcel, consistent with the proposed General Plan Amendment assigning the Freeway Commercial land use designation to the property. Staff recommends that the City Council introduce the Ordinance for first reading and direct that it be placed on the next agenda for second reading and adoption. Following adoption and the effective date of the Ordinance, staff will update the City’s official zoning map and related records to reflect the M-2-FOZ designation.
Attachments
Attachment No. 1 - Ordinance No. 1174
Attachment No. 2 - Public Hearing Notice
1 ST READING: 09/01/2026
2 ND READING: 09/15/2026
ORDINANCE NO. 1174
AN ORDINANCE OF THE CITY OF SANTA FE SPRINGS REGARDING
ZONE CHANGE (ZC) CASE NO. 142 – ASSIGNING AN M-2-FOZ (HEAVY MANUFACTURING – FREEWAY OVERLAY ZONE) ZONING DESIGNATION TO A CITY-OWNED PARCEL (APN 8082-002-918)
WHEREAS, the City of Santa Fe Springs initiated Zone Change (ZC) Case No. 142 to assign an M-2-FOZ (Heavy Manufacturing – Freeway Overlay Zone) zoning designation to the City-owned parcel identified as Assessor's Parcel Number (APN) 8082- 002-918; and
WHEREAS, the City of Santa Fe Springs concurrently initiated General Plan Amendment (GPA) Case No. 33 to assign a Freeway Commercial General Plan land use designation to a City-owned parcel identified as Assessor's Parcel Number (APN) 8082- 002-918, as set forth in Resolution No. 10039; and
WHEREAS, the subject property is currently developed as part of the public street system providing access to the Interstate 5 overpass and includes landscaped improvements located within the parcel boundaries; and
WHEREAS, the parcel has historically not been assigned a General Plan land use designation or zoning designation, resulting in an inconsistency within the City's General Plan Land Use Map and Official Zoning Map; and
WHEREAS, the proposed General Plan Amendment and Zone Change are intended to correct this historical mapping omission by assigning land use and zoning designations that are consistent with the surrounding properties; and WHEREAS, notice of the public hearing was provided in accordance with applicable provisions of State law and the City of Santa Fe Springs Municipal Code; and WHEREAS, on August 10, 2026, the Planning Commission conducted a duly noticed public hearing, considered all oral and written testimony, reviewed the staff report and supporting documents, considered all evidence presented regarding the proposed amendments, and recommended that the City Council approve the proposed General Plan Amendment and associated Zone Change; and
WHEREAS, the City Council has independently reviewed and considered the environmental determination that the project is exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15305 (Class 5 – Minor Alterations in Land Use Limitations).
WHEREAS, the City of Santa Fe Springs City Council has reviewed and considered the written and oral staff report, all written and spoken testimony, and other 1 ST READING: 09/01/2026
2 ND READING: 09/15/2026
materials presented at the duly noticed public hearing on September 1, 2026, concerning Ordinance No. 1174.
NOW, THEREFORE, be it RESOLVED that the CITY COUNCIL of the CITY OF SANTA FE SPRINGS does hereby RESOLVE, DETERMINE, and ORDER AS FOLLOWS:
SECTION I. ENVIRONMENTAL FINDINGS AND DETERMINATION
The City Council finds that the proposed project is exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15305 (Class 5 – Minor Alterations in Land Use Limitations). The proposed legislative actions assign General Plan and zoning designations to an existing City-owned parcel that is developed as a public roadway and landscaped improvements associated with the Interstate 5 overpass. The project does not increase development intensity or result in any direct or reasonably foreseeable indirect physical change to the environment.
SECTION II. ZONE CHANGE FINDINGS
The City Council finds that the proposed Zone Change satisfies the required findings as follows:
(A) There is a real need in the community for more of the types of uses permitted by the zone requested than can be accommodated in the areas already zoned for such use.
The proposed Zone Change is intended to establish an appropriate zoning designation for a parcel that has historically remained unzoned. Assigning the M2-FOZ zoning designation ensures consistency with the surrounding zoning pattern and eliminates an administrative omission within the Official Zoning Map.
The action supports orderly land use planning and implementation of the General Plan.
(B) The property involved in the proposed change of zone is more suitable for the uses permitted in the proposed zone than for the uses permitted in the present zone classification.
The subject parcel currently has no zoning designation. The proposed M-2-FOZ zoning designation is appropriate because it is consistent with the zoning of adjacent properties and establishes compatibility with the surrounding area. The legislative action does not alter the parcel's existing public roadway function. (C) The proposed change of zone will not be detrimental in any way to persons or property in the surrounding area, nor to the community in general. 1 ST READING: 09/01/2026
2 ND READING: 09/15/2026
The proposed Zone Change is administrative in nature and will not authorize new development or physical changes to the property. The parcel will continue to serve as a public roadway and landscaped improvements. Accordingly, the proposed zoning designation will not adversely affect surrounding properties or the community.
(D) The proposed change of zone will not adversely affect the master plan of the City.
The proposed M-2-FOZ zoning designation is consistent with the proposed Freeway Commercial General Plan land use designation and the surrounding zoning pattern. The Zone Change promotes consistency between the General Plan and Official Zoning Map, thereby supporting the City's long-range planning objectives.
SECTION III. CITY COUNCIL ACTION
The City Council hereby adopts Ordinance No. 1174 to find and determine that the proposed project is Categorically Exempt pursuant to the California Environmental Quality Act, Section 15305 – Class 5 (Minor Alterations in Land Use Limitations) and approve Zone Change Case No. 142 to assign an M-2-FOZ (Heavy Manufacturing – Freeway Overlay Zone) zoning designation to a City-owned parcel identified as Assessor's Parcel Number (APN) 8082-002-918.
APPROVED and ADOPTED this 15th day of September, 2026 by the following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
______________________________
Joe Angel Zamora, Mayor
ATTEST:
______________________________
Maribel Garcia, City Clerk
Ordinance No. 1174 – Attachments:
Exhibit A – Existing Zoning Designation
Exhibit B – Proposed Zoning Designation
1 ST READING: 09/01/2026
2 ND READING: 09/15/2026
EXHIBIT A – EXISTING ZONING DESIGNATION
EXHIBIT B – PROPOSED ZONING DESIGNATION
DEPARTMENT OF COMMUNITY DEVELOPMENT
11710 Telegraph Road
Santa Fe Springs, CA 90670 (562) 868-0511 santafesprings.gov
CITY OF SANTA FE SPRINGS
NOTICE OF PUBLIC HEARING & CEQA EXEMPTION
GENERAL PLAN AMENDMENT CASE NO. 33 &
ZONE CHANGE CASE NO. 142
NOTICE IS HEREBY GIVEN that the City Council of the City of Santa Fe Springs will hold a Public Hearing to consider the following:
PROJECT: A General Plan Amendment and Zone Change affecting a City-owned parcel located at the northwest corner of Shoemaker Avenue and Firestone Boulevard (Assessor Parcel Number 8082-002-918).
The proposal would establish a Freeway Commercial General Plan land use designation and apply the M-2- FOZ (Heavy Manufacturing – Freeway Overlay Zone) zoning designation to the property.
APPLICANT: City of Santa Fe Springs
CEQA STATUS: The Zoning Code Amendment is exempt from the California Environmental Quality Act (CEQA) in accordance with State CEQA Guidelines, Section 15061(b)(3) (Common Sense Exemption).
THE HEARING will be held before the City Council of the City of Santa Fe Springs in the Council Chambers of the City Hall, 11710 Telegraph Road, Santa Fe Springs, on Tuesday, September 1, 2026, at 6:00 p.m.
ALL INTERESTED PERSONS are invited to participate in the Public Hearing and express their opinion on the items listed above. Please note that if you challenge the items in court, you may be limited to raising only those issues raised at the Public Hearing, or in written correspondence to the office of the Council at, or prior to the Public Hearing.
PUBLIC COMMENTS may be submitted in writing to the City Clerk at [email protected]. Please submit your written comments by 12:00 p.m. on the day of the City Council meeting. You may also contact the City Clerk’s Office at (562) 868-0511.
FURTHER INFORMATION on this item may be obtained from Vince Velasco, Assistant Director of Community Development, via e-mail at [email protected] or by phone at (562) 868-0511 ext. 7353.
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Cuong Nguyen, Director of Community Development
SUBJECT:
PUBLIC HEARING – RESOLUTION NO 10039 – GENERAL PLAN AMENDMENT (GPA) CASE NO. 33 – TO ASSIGN A FREEWAY COMMERCIAL GENERAL PLAN LAND USE DESIGNATION
TO A CITY-OWNED PARCEL LOCATED AT THE SOUTHWEST CORNER OF SHOEMAKER AVENUE AND FIRESTONE BOULEVARD (APN: 8082-002-918) (COMMUNITY DEVELOPMENT) DATE: Tuesday, September 1, 2026, 6:00 PM
RECOMMENDATION:
It is recommended that City Council:
1. Open the Public Hearing and receive the written and oral staff report and any comments from the public regarding Resolution No. 10039, and thereafter, close the Public Hearing; and
2. Find and determine that pursuant to Section 15305, Class 5 (Minor Alterations in Land Use Limitations) of the California Environmental Quality Act (CEQA), the project is Categorically Exempt; and
3. Adopt Resolution No. 10039, which incorporates the City Council’s findings and actions regarding this matter; and
4. Take such additional, related action that may be desirable.
FISCAL IMPACT
N/A
BACKGROUND
The subject property consists of approximately 1.37 acres and is located at the southwest corner of Shoemaker Avenue and Firestone Boulevard (APN: 8082-002-918). The City owns the parcel and is currently developed as part of the public street system providing access to the overpass crossing Interstate 5 (I-5). The property includes the roadway surface as well as landscaped areas located on both sides of the street within the parcel boundaries.
During a recent review of the City's General Plan Land Use Map and Official Zoning Map, staff identified that the subject parcel has historically never been assigned either a General Plan land use designation or a zoning designation. Although the parcel has functioned as part of the public street network for many years, no formal legislative action was previously taken to establish its corresponding land use or zoning classification.
The surrounding properties are designated Freeway Commercial and zoned M-2-FOZ (Heavy Manufacturing – Freeway Overlay Zone). To correct this mapping inconsistency and establish consistency with adjacent properties, staff is proposing to assign the subject parcel the same General Plan land use designation and zoning designation.
The proposed Zone Change (Case No. 142) will be adopted separately as Ordinance No. 1174.
Planning Commission Recommendation
On August 10, 2026, the Planning Commission conducted a Public Hearing regarding General Plan Amendment Case No. 33 and Zone Change Case No. 142 (Planning Commission Resolution No. 325-2026). After considering the written and oral report and discussions during the public hearing, the Planning Commission approved a motion to recommend that the City Council approve the subject Resolution (No. 10039) to assign a Freeway Commercial land use designation to the subject parcel.
ANALYSIS
The proposed General Plan Amendment would designate the subject property as Freeway Commercial, consistent with the adjacent properties surrounding the parcel.
ENVIRONMENTAL
The proposed project has been reviewed in accordance with the California Environmental Quality Act (CEQA) and is exempt from environmental review pursuant to the Class 5 Categorical Exemption (CEQA Guidelines Section 15305).
DISCUSSION
The proposed amendments establish consistency with the surrounding land use pattern while ensuring that all parcels within the City have corresponding General Plan and zoning designations. The amendments serve to correct a historical mapping omission and improve the accuracy and completeness of the City's planning documents.
SUMMARY/NEXT STEPS
The proposed General Plan Amendment would assign a Freeway Commercial land use designation to the Cityowned parcel identified in this report. Staff recommends that the City Council adopt the accompanying Resolution approving the General Plan Amendment. Following adoption, staff will update the City’s General Plan land use mapping and related records to reflect the Freeway Commercial designation.
Attachments
Attachment No. 1 - Resolution No. 10039
Attachment No. 2 - Public Hearing Notice
RESOLUTION NO. 10039
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA FE SPRINGS REGARDING GENERAL PLAN AMENDMENT (GPA) CASE NO. 33 - ASSIGNING A FREEWAY COMMERCIAL GENERAL PLAN LAND USE DESIGNATION TO A CITYOWNED PARCEL (APN 8082-002-918) WHEREAS, the City of Santa Fe Springs initiated General Plan Amendment (GPA) Case No. 33 to assign a Freeway Commercial General Plan land use designation to a City-owned parcel identified as Assessor's Parcel Number (APN) 8082-002-918; and WHEREAS, the City of Santa Fe Springs concurrently initiated Zone Change (ZC) Case No. 142 to assign an M-2-FOZ (Heavy Manufacturing – Freeway Overlay Zone) zoning designation to the City-owned parcel identified as Assessor's Parcel Number (APN) 8082-002-918, as set forth in Ordinance No. 1174; and WHEREAS, the subject property is currently developed as part of the public street system providing access to the Interstate 5 overpass and includes landscaped improvements located within the parcel boundaries; and
WHEREAS, the parcel has historically not been assigned a General Plan land use designation or zoning designation, resulting in an inconsistency within the City's General Plan Land Use Map and Official Zoning Map; and
WHEREAS, the proposed General Plan Amendment is intended to correct this historical mapping omission by assigning land use and zoning designations that are consistent with the surrounding properties; and
WHEREAS, notice of the public hearing was provided in accordance with applicable provisions of State law and the City of Santa Fe Springs Municipal Code; and WHEREAS, on August 10, 2026, the Planning Commission conducted a duly noticed public hearing, considered all oral and written testimony, reviewed the staff report and supporting documents, considered all evidence presented regarding the proposed amendments, and recommended that the City Council approve the proposed General Plan Amendment and associated Zone Change; and
WHEREAS, the City Council has independently reviewed and considered the environmental determination that the project is exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15305 (Class 5 – Minor Alterations in Land Use Limitations).
WHEREAS, the City of Santa Fe Springs City Council has reviewed and considered the written and oral staff report, all written and spoken testimony, and other materials presented at the duly noticed public hearing on September 1, 2026, concerning Resolution No. 10039.
NOW, THEREFORE, be it RESOLVED that the CITY COUNCIL of the CITY OF SANTA FE SPRINGS does hereby RESOLVE, DETERMINE, and ORDER AS FOLLOWS:
SECTION I. ENVIRONMENTAL FINDINGS AND DETERMINATION
The City Council finds that the proposed project is exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15305 (Class 5 – Minor Alterations in Land Use Limitations). The proposed legislative actions assign General Plan and zoning designations to an existing City-owned parcel that is developed as a public roadway and landscaped improvements associated with the Interstate 5 overpass. The project does not increase development intensity or result in any direct or reasonably foreseeable indirect physical change to the environment.
SECTION II: GENERAL PLAN AMENDMENT FINDINGS
The City Council finds that the proposed General Plan Amendment satisfies the required findings as follows:
(A) The Amendment will not distort or disturb the harmonious relationships of land use designations shown on the General Plan Map and will not disturb the relationship of the various elements of the General Plan.
The proposed General Plan Amendment assigns a Freeway Commercial land use designation to a parcel that has historically lacked a General Plan designation. The proposed designation is consistent with the adjacent properties and surrounding land use pattern. The amendment corrects a historical mapping omission and promotes consistency within the General Plan without altering the parcel's existing function as a public roadway and landscaped improvements. (B) The property involved in the requested Amendment is suitable for the uses permitted in the proposed land use designation.
The subject parcel is located within an area designated for freeway-oriented commercial and industrial development. Assigning the Freeway Commercial designation is appropriate because it is consistent with the surrounding land use pattern and provides continuity within the General Plan Land Use Map. The amendment does not alter the parcel's existing public use. (C) The proposed land use designation will not be detrimental to persons or properties in the surrounding area nor to the community in general.
The proposed amendment is administrative in nature and does not authorize construction, redevelopment, or changes to the existing use of the property. The parcel will continue to function as a public roadway and landscaped improvements.
Therefore, the amendment will not adversely affect surrounding properties or the community.
SECTION III. CITY COUNCIL ACTION
The City Council hereby adopts Resolution No. 10039 to find and determine that the proposed project is Categorically Exempt pursuant to the California Environmental Quality Act, Section 15305 – Class 5 (Minor Alterations in Land Use Limitations) and approve General Plan Amendment Case No. 33 to assign a Freeway Commercial General Plan land use designation to a City-owned parcel identified as Assessor's Parcel Number (APN) 8082-002-918.
APPROVED and ADOPTED this 1st day of September, 2026 by the following roll call vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
______________________________
Joe Angel Zamora, Mayor
ATTEST:
______________________________
Maribel Garcia, City Clerk
Resolution No. 10039 – Attachments:
Exhibit A – Existing General Plan Land Use Designation
Exhibit B – Proposed General Plan Land Use Designation
EXHIBIT A – EXISTING GENERAL PLAN LAND USE DESIGNATION
EXHIBIT B – PROPOSED GENERAL PLAN LAND USE DESIGNATION
DEPARTMENT OF COMMUNITY DEVELOPMENT
11710 Telegraph Road
Santa Fe Springs, CA 90670 (562) 868-0511 santafesprings.gov
CITY OF SANTA FE SPRINGS
NOTICE OF PUBLIC HEARING & CEQA EXEMPTION
GENERAL PLAN AMENDMENT CASE NO. 33 &
ZONE CHANGE CASE NO. 142
NOTICE IS HEREBY GIVEN that the City Council of the City of Santa Fe Springs will hold a Public Hearing to consider the following:
PROJECT: A General Plan Amendment and Zone Change affecting a City-owned parcel located at the northwest corner of Shoemaker Avenue and Firestone Boulevard (Assessor Parcel Number 8082-002-918).
The proposal would establish a Freeway Commercial General Plan land use designation and apply the M-2- FOZ (Heavy Manufacturing – Freeway Overlay Zone) zoning designation to the property.
APPLICANT: City of Santa Fe Springs
CEQA STATUS: The Zoning Code Amendment is exempt from the California Environmental Quality Act (CEQA) in accordance with State CEQA Guidelines, Section 15061(b)(3) (Common Sense Exemption).
THE HEARING will be held before the City Council of the City of Santa Fe Springs in the Council Chambers of the City Hall, 11710 Telegraph Road, Santa Fe Springs, on Tuesday, September 1, 2026, at 6:00 p.m.
ALL INTERESTED PERSONS are invited to participate in the Public Hearing and express their opinion on the items listed above. Please note that if you challenge the items in court, you may be limited to raising only those issues raised at the Public Hearing, or in written correspondence to the office of the Council at, or prior to the Public Hearing.
PUBLIC COMMENTS may be submitted in writing to the City Clerk at [email protected]. Please submit your written comments by 12:00 p.m. on the day of the City Council meeting. You may also contact the City Clerk’s Office at (562) 868-0511.
FURTHER INFORMATION on this item may be obtained from Vince Velasco, Assistant Director of Community Development, via e-mail at [email protected] or by phone at (562) 868-0511 ext. 7353.
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Cuong Nguyen, Director of Community Development
SUBJECT:
APPROVAL OF CITY COUNCIL RESOLUTION NO. 10041 APPROVING AN ECONOMIC DEVELOPMENT INCENTIVES AGREEMENT WITH JUANITA'S FOODS, INC. FOR THE
PROVISION OF FINANCIAL INCENTIVES IN CONNECTION WITH THE RELOCATION AND
OPERATION OF ITS FACILITY IN THE CITY(COMMUNITY DEVELOPMENT) DATE:
RECOMMENDATION:
It is recommended that City Council:
1. Find and determine that adoption of City Council Resolution No. 10041 does not constitute a "project" as defined in CEQA Guidelines (Cal. Code Regs., tit. 14, § 15000 et seq.) Section 15378 and is therefore not subject to environmental review under the California Environmental Quality Act ("CEQA") (Pub. Res. Code § 21000 et seq.) pursuant to CEQA Guidelines Section 15060(c)(3); and
2. Adopt City Council Resolution No.10041 approving an Economic Development Incentives Agreement between the City of Santa Fe Springs and Juanita's Foods, Inc. ("Juanita's"), providing economic development incentives in connection with the relocation and operation of Juanita's manufacturing and distribution operations from Wilmington to Santa Fe Springs, in consideration of certain covenants and conditions (the "Agreement"); and
3. Authorize the City Manager, in consultation with the City Attorney, to execute the Agreement, including any non-substantive changes necessary to finalize the transaction; and
4. Take such additional, related action that may be desirable.
FISCAL IMPACT
The Agreement provides Juanita's with a direct incentive package valued at approximately $1,500,000, consisting of a $500,000 Relocation Incentive payment, a $500,000 Job Retention Incentive payment, and a waiver of up to $500,000 in applicable conditional use permit ("CUP"), plan-check, and related permit fees. In consideration of this incentive structure, Juanita's will contribute $200,000 annually for five years ($1,000,000 over the term), payable directly to the City's Community Benefit Fund. This item is separate from, and in addition to, the $13,500,000 Loan Agreement previously approved by Council on August 18, 2026.
BACKGROUND
On August 18, 2026, City Council approved a Loan Agreement providing Juanita's Foods up to $13,500,000 in shortterm financing for relocation and equipment costs associated with its consolidation of operations from Wilmington to an existing food processing facility at 13100 Arctic Circle, Santa Fe Springs (APNs 7005-007-050 and 7005-007- 037). That action represented the first of two components of the City's overall incentive strategy to secure the relocation.
This item brings forward the second component: a direct incentive package consisting of a Relocation Incentive, an Job Retention Incentive, and a waiver of CUP and related permit fees, in consideration of a $200,000 annual contribution from Juanita's to the City's Community Benefit Fund for a period of 5 years (totaling $1,000,000). As previously reported, the project consists of a Phase I manufacturing facility of approximately 122,000 square feet (an estimated $60–$70 million investment inclusive of purchase price, equipment, and buildout), and a Phase II warehouse of approximately 50,000 square feet at a satellite location within the City. The relocation preserves jobs and keeps the Arctic Circle site in active industrial use, consistent with the City's participation in the regional "BIG 4" effort to retain manufacturing and industrial employers that might otherwise relocate out of state.
ANALYSIS
The proposed Agreement provides for economic development incentives and community benefits, summarized as follows:
Relocation Incentive ($500,000): Paid to Juanita’s to support costs directly associated with relocating operations from Wilmington to Santa Fe Springs.
Job Retention Incentive ($500,000): Paid upfront to support training and retention of Juanita's workforce in connection with the relocation.
CUP and Permit Fee Waivers (up to $500,000): The City will waive applicable conditional use permit, plancheck, and related permit fees associated with Juanita's development of the Site, estimated to total approximately $500,000 in value.
Community Benefit Fund: In exchange for the incentive package, Juanita's will contribute $200,000 annually for five years ($1,000,000 total) to the City's Community Benefit Fund, payable annually
ENVIRONMENTAL
Approval of the Agreement does not itself approve construction of any improvements or other physical changes to the Site. Construction remains subject to the City's standard land use and building permit process, including any required environmental review under CEQA, which will occur separately as part of that process.
Accordingly, approval of the Agreement is not subject to environmental review pursuant to CEQA and CEQA Guidelines because it does not constitute a "project" as defined by CEQA Guidelines Section 15378, and is therefore not subject to CEQA pursuant to CEQA Guidelines Section 15060(c)(3). The Agreement does not approve construction or development or otherwise result in any activity that is reasonably foreseeable to result in an environmental impact. Therefore, no further action is required pursuant to CEQA at this time.
DISCUSSION
Other states, including Kansas and Texas, separately offered Juanita's incentive packages to relocate operations outside California, and the company faced an expedited site-selection timeline. Staff structured this direct incentive package to remain competitive with those out-of-state offers while requiring an increased, multi-year Community Benefit Fund commitment from Juanita's in return, ensuring the City receives an ongoing benefit tied directly to the incentives provided.
SUMMARY/NEXT STEPS
Upon adoption of the Resolution and associated CEQA findings, staff will finalize and execute the Agreement. This completes the second and final component of the City's incentive package supporting Juanita's relocation to Santa Fe Springs. Staff will monitor Juanita's ongoing compliance with the Agreement, including the Community Benefit Fund contributions, throughout the term.
ATTACHMENTS
1. Attachment 1 – City Council Resolution No. 10041
1. Exhibit "A" – Economic Development Incentives Agreement between the City of Santa Fe Springs and Juanita's Foods
2. Attachment 2 – Government Code Section 53083 Report
Attachments
Attachment No. 1 - City Council Resolution No. 10041
Attachment No. 2 - Government Code Section 53083 Report RESOLUTION NO. 10041
A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SANTA FE
SPRINGS APPROVING AN ECONOMIC DEVELOPMENT INCENTIVES
AGREEMENT WITH JUANITA’S FOODS, INC. FOR THE PROVISION OF
FINANCIAL INCENTIVES IN CONNECTION WITH THE RELOCATION
AND OPERATION OF ITS FACILITY IN THE CITY
WHEREAS, Juanita’s Foods, Inc. (“Company”) has acquired or intends to acquire an ownership or leasehold interest in that certain real property located at 13100 Arctic Circle, Santa Fe Springs, CA 90670 (APNs: 7005-007-050 and 7005-007-037) (the “Property”); and
WHEREAS, Company is in the process of obtaining City approval of entitlements to develop, construct and operate a food processing facility at the Property (the “Facility”); and
WHEREAS, Company’s operation of the Facility will ensure the continued use of an underutilized existing food manufacturing facility and further the City’s goals in preserving industrial land uses, local industrial jobs, and the City’s tax base; and WHEREAS, the development and operation of the Facility is expected to generate significant economic benefits to the City, including but not limited to: (i) the creation and retention of at least 140 local jobs; (ii) funding for community benefits; (iii) increased property tax revenues; (iv) indirect economic activity benefiting nearby businesses; and (v) prevention of a vacancy at the Property; and
WHEREAS, on August 18, 2026, the City Council approved a Loan Agreement between the Parties whereby City agreed to loan Company up to $13,500,000 for startup and relocation costs, pursuant to the terms and conditions provided therein; and WHEREAS, as an additional incentive for the public benefits that City will receive as a result of Company’s relocation and the preservation of jobs in the City, City now desires to enter into an Economic Development Incentives Agreement (“Agreement”), attached hereto as Exhibit “A”, to provide financial assistance to Company totaling approximately $1,500,00 to assist in Company’s relocation to the City, employee retention, and planning division processing, subject to certain covenants and conditions detailed therein; and
WHEREAS, in exchange for such financial incentives, Company has agreed to make community benefits payments to City in the amount of $200,000 per year for a period of 5 years, which shall total $1,000,000; and
WHEREAS, the proposed Agreement is not subject to environmental review pursuant to the California Environmental Quality Act (“CEQA”) (Pub. Res. Code § 21000 et seq.) and CEQA Guidelines (Cal. Code Regs., tit. 14, § 15000 et seq.) because it does not constitute a “project” as defined by CEQA Guidelines Section 15378, and is therefore not subject to CEQA pursuant to CEQA Guidelines Section 15060(c)(3), as the Agreement does not approve construction or development or otherwise result in any activity that is reasonably foreseeable to result in an environmental impact; and WHEREAS, the City Council finds and determines that the relocation and operation of the Facility and the resulting economic benefits are vital and in the best interests of City and the health, safety, and welfare of its residents, and are in accord with the public purposes and provisions of applicable federal, state and local laws and requirements; and
WHEREAS, the City Council has also found and determined that Company’s community benefits payments and City’s imposition of certain conditions and use restrictions upon the Property and Facility as consideration for the financial incentives provided under this Agreement constitutes a valid public purpose.
NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA FE SPRINGS HEREBY FINDS, DETERMINES AND RESOLVES AS FOLLOWS:
SECTION 1. The above recitals are true and correct and are incorporated in full, herein.
SECTION 2. The City Council hereby approves the Agreement by and between the City and Company for the provision of financial incentives in connection with the relocation and operation of its Facility in the City.
SECTION 3. The City Manager is hereby authorized to execute the Agreement, attached hereto as Exhibit “A”, in substantially the form presented, and to take any and all actions necessary to carry out the purposes of this Resolution, including without limitation authorizing any non-substantive changes to the Agreement necessary to finalize the transaction in consultation with the City Attorney.
SECTION 4. The City Council hereby determines that approval of the Agreement is not subject to environmental review pursuant to CEQA and CEQA Guidelines because it does not constitute a “project” as defined by CEQA Guidelines Section 15378, and is therefore not subject to CEQA pursuant to CEQA Guidelines Section 15060(c)(3). The Agreement does not approve construction or development or otherwise result in any activity that is reasonably foreseeable to result in an environmental impact. Development of the Facility remains subject to future City approvals and any environmental review required under CEQA will be considered during that future approval process. Therefore, no further action is required pursuant to CEQA at this time.
SECTION 5. lf any section, subsection, phrase or clause of this Resolution is for any reason found to be invalid, such section, subsection, phrase or clause shall be severed from, and shall not affect the validity of, all remaining portions of this Resolution that can be given effect without the severed portion.
SECTION 6. This Resolution shall become effective immediately upon its adoption.
SECTION 7. The City Manager, or designee, are hereby authorized and directed to take all actions necessary or advisable to give effect to the transactions contemplated by this Resolution.
SECTION 8. The City Clerk of the City of Santa Fe Springs shall certify as to the adoption of this Resolution.
ADOPTED and APPROVED this 1st day of September 2026 by the following vote:
AYES:
NOES:
ABSENT:
ABSTAIN:
____________________________________
Joe Angel Zamora, Mayor
ATTEST:
___________________________
Maribel Garcia, City Clerk
1 CITY OF SANTA FE SPRINGS
ECONOMIC DEVELOPMENT INCENTIVES AGREEMENT
THIS ECONOMIC DEVELOPMENT INCENTIVES AGREEMENT (“Agreement”) is made and entered into this 1st day of September, 2026, by and between the CITY OF SANTA FE SPRINGS, a California municipal corporation (“City”) and JUANITA’S FOODS, a California corporation (“Company”). City and Company are sometimes referred to in this Agreement individually as a “Party” or collectively as the “Parties.” City and Company enter into this Agreement with reference to the following recited facts (each a “Recital”):
RECITALS
A. Company is a food manufacturer that desires to relocate its operations to an existing food processing facility in the City located at 13100 Arctic Circle, Santa Fe Springs, CA 90670 (APNs: 7005-007-050 and 7005-007-037) (the “Property”), as legally described in Exhibit “A”.
B. Company has acquired or intends to acquire, either directly or through an affiliated special purpose vehicle, an ownership or leasehold interest in the Property.
C. Company is in the process of obtaining City approval of entitlements to develop, construct and operate a food processing facility at the Property (the “Facility”).
D. On August 18, 2026, the City Council approved a Loan Agreement between the Parties whereby City agreed to loan Company up to $13,500,000 for start-up and relocation costs, pursuant to the terms and conditions provided therein.
E. City now desires to provide Company additional financial incentives totaling approximately $1,500,000 to assist in Company’s relocation to the City, employee retention, and planning division processing.
F. In exchange for such financial incentives, Company has agreed to make community benefits payments to City in the amount of $200,000 per year for a period of 5 years.
G. Company’s operation of the Facility will ensure the continued use of an underutilized existing food manufacturing facility and further the City’s goals in preserving industrial land uses, local industrial jobs, and the City’s tax base.
H. The development and operation of the Facility is expected to generate significant economic benefits to the City, including but not limited to: (i) the creation and retention of approximately 140 local jobs; (ii) funding for community benefits; (iii) increased property tax revenues; (iv) indirect economic activity benefiting nearby businesses; and (v) prevention of a vacancy at the Property.
I. The City Council has found and determined that the relocation and operation of the Facility and the resulting economic benefits are vital and in the best interests of City and the health, safety, and welfare of its residents, and are in accord with the public purposes and provisions of applicable federal, state and local laws and requirements.
J. The City Council has also found and determined that Company’s community benefits payments and City’s imposition of certain conditions and use restrictions upon the EXHIBIT “A"
2 Property and Facility as consideration for the financial incentives provided under this Agreement, constitutes a valid public purpose.
NOW, THEREFORE, in consideration of the mutual promises and covenants contained herein, and for such other good and valuable consideration, the sufficiency of which is hereby acknowledged, the Parties agree as follows:
AGREEMENT
ARTICLE 1
APPROVALS; COMPLETION DATE; OPERATING PERIOD; TERM
1.1 Governmental Permits and Approvals. The benefits and obligations set forth herein are conditional upon Company obtaining, and maintaining compliance with, all necessary approvals, permits, certificates, and other permissions required by the City and any other applicable local, state, or federal agencies (collectively, “Governmental Approvals”).
1.2 Completion Date. The “Completion Date” shall be the date that Company obtains all required Governmental Approvals and commences food or beverage processing operations (or other operations reasonably related thereto) at the Facility. Company shall cause the Completion Date to occur within 2 years after the Effective Date of this Agreement. If Company determines it cannot meet the Completion Date deadline, Company shall promptly provide the City with written notice at its earliest opportunity. Such notice shall include an explanation of the delay and a request for a reasonable extension of time. Approval of such extension requests shall be issued by the City Manager in writing and shall not be unreasonably withheld, delayed or conditioned.
1.3 Operating Period. The “Operating Period” shall commence on the Completion Date and shall continue in effect for a period of 10 years.
1.4 Term of Agreement. This Agreement shall commence on the Effective Date and continue in effect until the expiration of the Operating Period, unless earlier terminated as provided herein (“Term”).
ARTICLE 2
COMPLIANCE WITH LAWS; INSPECTIONS
2.1 Compliance with Applicable Law. Company shall construct and operate the Facility in conformity with applicable federal, state, and local laws and regulations, including, without limitation, applicable laws related to labor and employment, payment of prevailing wages (as described in subsection (a) below), occupational health and safety, food safety, environmental protection, tax, and hazardous materials. If Company’s, or its officers, agents, employees, or contractors, failure to comply with applicable laws, ordinances, codes, or regulations results in a claim for damage or liability to City, Company shall be responsible for defending, indemnifying, and holding the City harmless as provided in this Agreement. This indemnification obligation shall survive the termination of this Agreement.
3 (a) Public Work; Prevailing Wage. As Company is accepting financial incentives from City, the development of the Facility will be paid for in part out of public funds and is therefore subject to Labor Code Section 1720 et seq. Company shall be solely responsible for compliance with all applicable provisions of Labor Code Section 1720 et seq., related sections of the Code of Regulations, and official determinations and guidance issued by the California Department of Industrial Relations (“DIR”) (collectively, “Prevailing Wage Laws”), and for causing all construction, alteration, demolition, installation, or repair work done on the Property to be performed as a “public work” pursuant to such Prevailing Wage Laws. Compliance with Prevailing Wage Laws includes, but not limited to, the payment of prevailing wages pursuant to Labor Code Section 1771, the keeping of certified payroll records pursuant to Labor Code Section 1776, the keeping and posting of copies of the prevailing rate of per diem wages pursuant to Labor Code Section 1773.2, and notification to DIR pursuant to Labor Code Section 1773.3. Should Company or any of its predecessors, affiliates, contractors, sub-contractors, or agents or entities fail to comply with Prevailing Wage Laws as to any such work on the Property, Company shall indemnify, defend, and hold harmless to the fullest extent permitted by law, the City from and against any and all claims, liability, loss, damage, expense, costs (including without limitation costs and fees of litigation) of every nature arising out of or in connection with the failure to comply with Prevailing Wage Law. This indemnification obligation shall survive the termination of this Agreement. Company shall notify City at its earliest opportunity upon learning of any investigation or determination by DIR related to whether or not development of the Facility is a “public work.”
2.2 City Right to Inspect the Facility. Officers, employees, agents and representatives of City shall have the right of reasonable access to the Facility during the Term, without the payment of charges or fees, during normal business hours, to verify Company’s diligent pursuit of the Completion Date and compliance with all other covenants and conditions of this Agreement.
For such purposes, City shall provide written notice to Company, at least, two business days prior to any such intended access, provided further that City and its employees, agents and representatives shall comply, at all times and in all respects with Company´s policies and rules applicable inside the Facility. The Company reserves the right to reject any intended City inspection and access if Company, in good faith, considers that such visit and access in the proposed dates and hours could potentially interfere with Company´s ordinary course of business, provided that, under such scenario, Company shall provide City potential dates and hours for rescheduling the intended visit and access. Company reserves the right to expel City´s employees, agents and representatives if such policies and rules are not complied with. Company shall make a representative available to accompany City representatives into the Facility upon reasonable advance notice from City.
2.3 Records Inspection and Monitoring. Company shall keep and maintain records as may reasonably be required by City to enable City to evaluate Company’s compliance with this Agreement, which records shall include, without limitation, annual financial statements and payroll and employee verification records (“Records”) under the same formats and templates as those used by the Company in its ordinary course of business. Company shall reasonably cooperate with City to allow City, its agents, and representatives, upon prior written notice, at reasonable times, to inspect any such Records, on a confidential basis, for the purpose of assuring compliance with this Agreement. The Records required to be maintained under this Agreement shall be retained for a period of 4 years, provided, however, in the event any litigation, audit, negotiation, or other action involving the Records is commenced prior to the expiration of the four year retention period, Company shall retain such Records until final resolution of judicial proceedings and passage of any applicable appeal periods. Company’s obligations to retain Records under this 4 Section shall survive the expiration or termination of this Agreement for a maximum period of 4 years thereafter.
ARTICLE 3
ECONOMIC DEVELOPMENT INCENTIVES
3.1 Relocation Incentive. As an incentive for the public benefits that City will receive as a result of Company’s relocation, City shall issue payment to Company in the amount of $500,000 within 90 days of the Effective Date of this Agreement (“Relocation Incentive”). City’s payment of the Relocation Incentive shall be conditioned upon Company providing reasonable evidence to the reasonable satisfaction of the City Manager that Company or its affiliate holds a current ownership or leasehold interest in the Property. Such evidence may include but is not limited to the agreement, deed, or other instrument evidencing ownership and/or control by Company or its affiliate.
3.2 Job Retention Incentive. As an incentive for Company’s preservation of jobs in the City, City shall issue payment to Company in the amount of $500,000 within 90 days of the Effective Date of this Agreement (“Job Retention Incentive”). City’s payment of the Job Retention Incentive shall be conditioned upon Company providing reasonable evidence of its relocation to the Property, in accordance with Section 3.1 above.
3.3 Waiver of City Fees. City shall waive up to a maximum of $500,000 in fees for City-issued Governmental Approvals related to the development and operation of the Facility, up to the issuance of the certificate of occupancy (“Fee Waiver Incentive”).
ARTICLE 4
COVENANTS AND COMMUNITY BENEFITS
4.1 Continuous Operations. Company shall operate a food or beverage (or other operations reasonably related thereto) processing facility on the Property pursuant to the requirements of this Agreement during the entire Operating Period, other than Facility closures necessitated due to maintenance and repair work or events of Force Majeure (as defined in Section
7.9 below). Absent a Force Majeure event, the Facility may not be fully closed/non-operative for more than 60 days without the prior written approval of the City Manager or designee, which approval may not be unreasonably withheld, delayed or conditioned.
4.2 Annual Community Benefit Payments. On or before January 1st of each year of the Term of this Agreement, Company shall issue payments to City’s Community Benefit Fund in the amount of $200,000 for a period of 5 years (“Annual Community Benefits”). Company’s Annual Community Benefits payments to City shall total $1,000,000. Nothing herein prohibits nor requires the Company from paying the Annual Community Benefits in advance.
4.3. Job Retention Certification. At all times during the Operating Period, Company agrees to retain at least 100 full-time employees at the Facility (which may include full-time hybrid employees who work at the Facility at least 2 days out of each calendar week). Within 30 days following the Completion Date and each anniversary of the Completion Date thereafter, Company shall file with the City a written certification (“Job Retention Certification”) signed by Company’s chief financial officer or designee, demonstrating the compliance of Company with 5 the job creation and retention requirements under this Agreement. The certifications shall include, without limitation, a suitably detailed written report relating to individuals employed by Company at the Facility and in connection with the Facility in the form customarily prepared by the Company, including revenue and payroll accounting information which shall include the total number of hours worked by such persons, the total number of persons who were engaged, recruited, hired or released from employment by Company the prior year, and the gross payroll amount or other amount paid to all such persons. The Job Retention Certification need not identify any person by name or other personal identifying information.
ARTICLE 5
DEFAULTS; REMEDIES AND TERMINATION
5.1 Defaults; Notice.
(a) Subject to any extensions of time that are provided for in this Agreement or agreed to by the Parties in writing, failure or delay by any Party to perform any material term or provision of this Agreement shall constitute an Event of Default (as defined in Section 5.2, below) under this Agreement; provided, however, that if a Party otherwise in default commences to cure, correct, or remedy such default within 15 calendar days after receipt of written notice from the non-defaulting Party specifying such default, and diligently and continuously prosecutes such cure, correction, or remedy to completion, as determined in the other Party’s reasonable satisfaction, within 30 calendar days or any other reasonable period of time if the default cannot reasonably be cured within 30 calendar days, of receiving such notice, such Party shall not be deemed to be in default under this Agreement.
(b) The non-defaulting Party shall give written notice of default to the Party in default, specifying the default complained of by the non-defaulting Party. (c) Any failure or delay by any Party in asserting any of their rights and/or remedies as to any default shall not operate as a waiver of any default or of any rights or remedies of such Party nor shall it change the time of default.
5.2 Events of Default. In addition to other acts or omissions that may legally or equitably constitute a default or breach of this Agreement, the occurrence of any of the following specific events shall constitute an “Event of Default” under this Agreement that is subject to the provisions of this Article 5:
(a) Any material default by Company of any of the covenants, terms or conditions of this Agreement that is not cured to City’s reasonable satisfaction in accordance with Section 5.1(a).
(b) Company’s cessation of food or beverage processing operations (or other operations reasonably related thereto) at the Property during the Operating Period, other than permitted and/or approved closures as set forth in Section 4.1. (c) Company’s failure to timely accomplish the Completion Date in accordance with Section 1.2 above.
6 (d) Except with the prior written consent of City as set forth in Section 7.2, Company transfers or assigns all or any portion of its interest in this Agreement or the operations of the Facility at the Property, whether voluntarily, involuntarily or by operation of law, in violation of the terms and conditions of this Agreement to any Person that is not a subsidiary or an affiliate of the Company.
(e) Company becomes insolvent or a receiver is appointed to conduct the affairs of Company under state or federal law.
5.3 Remedies.
(a) City Remedies. The occurrence of any Event of Default by Company that is not cured in accordance with Section 5.1(a) will relieve the City of the obligation to provide any of the economic development incentives set forth in Article 3 that have not yet been provided, and shall give the City the right to proceed with any and all remedies set forth in this Agreement, including but not limited to:
(i) Specific Performance. The City shall have the right to suit, action or other proceeding at law or in equity to require Company to perform its obligations and covenants under this Agreement, or to enjoin acts or things which may be unlawful or in violation of the provisions of this Agreement.
(ii) Termination of Agreement. The City shall have the right to terminate the Agreement, effective upon the date specified in a written notice issued by City to Company.
(iii) Withholding of Payments. The City shall have the right to withhold payment of any economic development incentives under Article 3 for so long as such Event of Default shall not be cured.
(iv) Repayment of Incentives. If City elects to terminate the Agreement under this Section, City shall have the right to proportional repayment of the economic development incentives set forth in Article 3, as detailed herein. Company’s repayment obligations under this Section shall survive the termination of this Agreement, provided that the Agreement is terminated prior to expiration of the Term.
(1) If Company fails to cause the Completion Date to occur in accordance with Section 1.2, above, City shall have the right to full repayment of the Relocation Incentive, Job Retention Incentive, and Fee Waiver Incentive, less any Annual Community Benefits paid by Company.
(2) If Company defaults after the Completion Date, pro-rated repayment amounts due to City for the Relocation Incentive, Job Retention Incentive, and Fee Waiver Incentive will be calculated proportionally based on the total number of the months in the 10-year Operating Period (120 months) less the number of months in the Operating Period that Company complied with this Agreement and the monthly pro-rated value of any Annual Community Benefits paid by Company.
(3) Company shall issue all repayments required under this Section within 180 days of Company’s receipt of City’s written demand for repayment, unless the 7 Company disputes in good faith its obligation to make any such repayment, in which event a later deadline for repayment may be determined by mutual written agreement of the Parties. (b) Company Remedies; No Right to Consequential Damages. Upon fault or failure of the City to meet any of its material obligations under this Agreement without commencing to cure, correct, or remedy such default within 15 calendar days after receipt of written notice from the non-defaulting Party specifying such default, and diligently and continuously prosecuting such cure, correction, or remedy to completion, as determined in the other Party’s reasonable satisfaction, within 30 calendar days or any other reasonable period of time if the default cannot reasonably be cured within 30 calendar days after receipt of written notice of such failure from Company specifying the nature of the event of deficiency giving rise to the default, Company may, as its sole and exclusive remedy bring an action in equitable relief seeking the specific performance by the City of the terms and conditions of this Agreement or seeking to enjoin any act by the City which is prohibited hereunder.
Company shall in no event be entitled to, and hereby waives, any right to seek indirect or consequential damages of any kind or nature from City and its members, directors, agents, officers, representatives and employees arising out of or in connection with this Agreement. In connection with such waiver, Company is familiar with and knowingly and voluntarily hereby waives the provisions of Section 1542 of the California Civil Code which provides as follows: “A GENERAL RELEASE DOES NOT EXTEND TO CLAIMS THAT THE
CREDITOR OR RELEASING PARTY DOES NOT KNOW OR SUSPECT TO EXIST IN HIS
OR HER FAVOR AT THE TIME OF EXECUTING THE RELEASE AND THAT, IF KNOWN
BY HIM OR HER, WOULD HAVE MATERIALLY AFFECTED HIS OR HER SETTLEMENT WITH THE DEBTOR OR RELEASED PARTY.”
Company Initials:
5.4 Legal Actions.
(a) Except as set forth in Section 5.3, any Party hereto may institute legal action to cure, correct or remedy any default, to recover damages regarding any default, or to obtain any other remedy available to that Party under this Agreement, at law or in equity. Such legal actions must be instituted in the Superior Court or the State of California in and for the County of Los Angeles, California, in any other appropriate court within the County of Los Angeles, California, or in the United States District Court for the Central District of California. (b) The laws of the State of California shall govern the interpretation and enforcement of this Agreement, without regard to conflicts of laws principles. The Parties acknowledge and agree that this Agreement is entered into, is to be fully performed in and relates to real property located in the City of Santa Fe Springs, County of Los Angeles, California.
5.5 Rights and Remedies are Cumulative. Except as otherwise expressly stated in this Agreement, the rights and remedies of the Parties set forth in this Article are cumulative and the exercise by either Party of one or more of such rights or remedies shall not preclude the exercise by the same Party, at the same or different times, of any other rights or remedies for the same default or any other default by the other Party.
8 ARTICLE 6
INDEMNIFICATION; THIRD-PARTY LAWSUITS1
6.1 Indemnification and Defense of City.
(a) Indemnity. In addition to any other specific indemnification or defense obligations of Company set forth in this Agreement or any other agreement between the Parties and to the fullest extent permitted by law, Company agrees to hold harmless, indemnify, and defend City, its legislative body, officers, officials, members, employees, attorneys, representatives, and agents (the “Indemnified Parties”), with counsel reasonably acceptable to such Indemnified Parties, from and against all Claims (as defined in subsection (b), below) that are in any manner directly or indirectly caused, occasioned or contributed to in whole or in part by any act, omission, fault or negligence, whether active or passive, of Company, or its respective agents, employees, independent contractors or subcontractors, relating to or arising from this Agreement, any work to be performed by any such person related to this Agreement, or to the Facility or Property as the same relate to this Agreement. (b) Definition of Claims. For purposes of this Agreement, “Claims” means any and all claims, losses, costs, damages, expenses, liabilities, liens, actions, causes of action (whether in tort or contract, at law or in equity, or otherwise), charges, awards, assessments, fines, and penalties of any kind (including consultant and expert expenses, court costs, and reasonable attorneys’ fees of counsel retained by the Indemnified Parties, expert fees, costs of staff time, and investigation costs, of whatever kind or nature), and judgments, including, but not limited to, Claims for: (1) injury to any person (including death at any time resulting from that injury); (2) loss or injury or damage to, or destruction of property (including all loss of use resulting from that loss, injury, damage, or destruction) regardless of where located, including the property of the Indemnified Parties; (3) any workers’ compensation; (4) goods or services provided to Company or the Facility/Property; and (5) all economic losses and consequential or resulting damage of any kind.
(c) Strict Liability. The indemnification obligation of Company shall apply regardless of whether liability without fault or strict liability is imposed or sought to be imposed on one or more of the Indemnified Parties. Notwithstanding anything to the contrary herein, the indemnification obligations of Company shall not apply to the extent that a final judgment of a court of competent jurisdiction establishes that a Claim against an Indemnified Party was proximately caused by the sole negligence or willful misconduct of that Indemnified Party. (d) Independence of Obligations. The indemnification obligations pursuant to this Section shall not be construed or interpreted as in any way restricting, limiting, or modifying the other obligations under this Agreement and is independent of the other obligations under this Agreement. Compliance with obligations under this Agreement shall not in any way restrict, limit, or modify Company’s indemnification obligations under this Agreement. (e) Attorney Fees. The Indemnified Parties shall be entitled to recover their reasonable attorney fees and actual costs incurred in enforcing Company’s indemnification obligations set forth in this Agreement.
9 (f) Independent Duty to Defend. Company’s duty to defend the Indemnified Parties with counsel reasonably acceptable to the Indemnified Parties is separate and independent of Company’s duty to indemnify the Indemnified Parties. The duty to defend includes Claims for which the Indemnified Parties may be liable without fault or strictly liable. The duty to defend applies regardless of whether the issues of negligence, liability, fault, default, or other obligations on the part of the Parties have been determined. The duty to defend applies immediately, regardless of whether the Indemnified Parties have paid any sums or incurred any detriment arising out of or relating (directly or indirectly) to any Claims. It is the express intention of Company that the Indemnified Parties be entitled to obtain summary adjudication or summary judgment regarding Company’s duty to defend the Indemnified Parties at any stage of any Claim or suit within the scope of this Section.
Notwithstanding anything to the contrary in this Section 6.1, Company's aggregate indemnification and defense obligations under this Section 6.1 shall not exceed the aggregate amount of economic development incentives made by City to Company under Article 3. The foregoing limitation on Company’s indemnity and defense obligations shall apply to this Section 6.1 only and shall not apply to any other Section of this Agreement.
6.2 Third-Party Lawsuits. Company acknowledges that City is a “public entity” and/or a “public agency” as defined under applicable California law. Therefore, City must satisfy the requirements of certain California statutes relating to the actions of public entities, including, without limitation, the California Environmental Quality Act (CEQA) (Pub. Res. Code § 21000 et seq.); the California Public Records Act (Gov. Code § 7920.000 et seq.). Also, as a public entity, the City’s action in approving this Agreement may be subject to proceedings to invalidate this Agreement or mandamus. Company (i) assumes the risk of; (ii) agrees to indemnify, defend, and hold harmless the Indemnified Parties from; and (iii) waives and releases any claims for, in each case, delays and damages that may result to Company from any third-party legal actions related to City’s approval of this Agreement or the pursuit of the activities contemplated by this Agreement, even in the event that an error, omission or abuse of discretion by City is determined to have occurred. In connection with the waiver and release contained in this Section, Company is familiar with and knowingly and voluntarily hereby waives the provisions of Section 1542 of the California Civil Code which provides as follows: “A GENERAL RELEASE DOES NOT EXTEND TO
CLAIMS THAT THE CREDITOR OR RELEASING PARTY DOES NOT KNOW OR
SUSPECT TO EXIST IN HIS OR HER FAVOR AT THE TIME OF EXECUTING THE
RELEASE AND THAT, IF KNOWN BY HIM OR HER, WOULD HAVE MATERIALLY AFFECTED HIS OR HER SETTLEMENT WITH THE DEBTOR OR RELEASED PARTY.” Notwithstanding the foregoing, the waiver, release, and indemnification obligations set forth in this Section 6.2 shall not apply to the extent that a final judgment of a court of competent jurisdiction establishes that the applicable Claim was proximately caused by the sole negligence, willful misconduct, or fraud of an Indemnified Party.
Company Initials:
ARTICLE 7
GENERAL PROVISIONS
7.1 Incorporation of Recitals. The Recitals of fact set forth at the beginning of this Agreement are true and correct and are incorporated into this Agreement in their entirety by this reference.
10 7.2 Assignments and Transfers. Company acknowledges that Company’s brand, qualifications, identity, and status as the manufacturer of “Juanita’s Foods” products is of particular importance to City and that a transfer or assignment of any of Company’s interest in this Agreement or its food processing operations at the Facility are only allowed during the Operating Period pursuant to the terms and conditions of this Section and with the prior written consent of City, which shall be in the form of approval by the City Council. No voluntary or involuntary successor in interest of Company shall acquire any right or interest in this Agreement without the prior written consent of City pursuant to this Section. Any transfer or assignment made in violation of this Section shall be voidable at the election of City and, if voided, shall be deemed to be an Event of Default by Company, whether or not Company knew of or participated in such transfer or assignment. When reviewing and deciding upon any proposed transfer or assignment of this Agreement or the Facility, City shall consider the financial capacity of the proposed transferee or assignee to perform the terms and conditions in this Agreement, and Company shall deliver or cause to be delivered to City any documentary evidence concerning the proposed transferee’s or assignee’s financial capacity that City may request or need to review in City’s reasonable discretion to evaluate the proposed transfer or assignment. In the event that City approves a transfer or assignment pursuant to this Section, no such transfer or assignment shall be effective unless and until Company and the City-approved transferee or assignee executes and delivers to City at least thirty (30) days prior to such transfer or assignment, an assignment and assumption agreement in a form reasonably acceptable to City and the City Attorney, pursuant to which the transferee or assignee shall assume, for City’s benefit, all of Company’s obligations hereunder.
7.3 Notices. All notices under this Agreement shall be effective upon personal delivery, upon delivery by reputable overnight courier service that provides a receipt with the date and time of delivery, via facsimile so long as the sender receives confirmation of successful transmission from the sending machine, or 3 business days after deposit in the United States mail, postage fully prepaid and addressed to the respective Parties as set forth below or as to such other address as the Parties may from time to time designate in writing. Notices shall also be provided by email delivery to the email addresses of the respective Parties set forth below:
To Company: Juanita’s Foods
P.O. Box 847
Wilmington, CA 90748
Attn: Robert Rosales, Chief Executive Officer
Telephone: (800) 303-2965
Email:
To City: City of Santa Fe Springs
11710 Telegraph Road
Santa Fe Springs, CA 90670
Attention: City Manager
Telephone: (562) 868-0511
Email: [email protected]
With Courtesy Copy to: Olivarez Madruga Law Organization, LLP 500 S. Grand Ave., Floor 12
Los Angeles, CA 90071
Attention: Rick Olivarez, City Attorney
Telephone: (213) 744-0099
11 Email: [email protected]
7.4 Governing Law and Venue. This Agreement shall be interpreted and governed according to the laws of the State of California. In the event of litigation between the Parties, venue, without exception, will be in the Los Angeles County Superior Court of the State of California. If, and only if, applicable law requires that all or part of any such litigation be tried exclusively in federal court, venue, without exception, will be in the Central District of California located in the City of Los Angeles, California.
7.5 Conflict of Interest. No member, official or employee of City having any economic interest, direct or indirect, related to this Agreement shall participate in any decision relating to this Agreement. The Parties represent and warrant that they do not have knowledge of the existence of any such conflict of interest.
7.6 Warranty Against Payment of Consideration for Agreement. Company warrants that it has not paid or given, and will not pay or give, any third-party any money or other consideration for obtaining this Agreement. Third-parties, for the purposes of this Section, shall not include persons to whom fees are paid for professional services, if rendered by attorneys, financial consultants, accountants, engineers, architects and the like when such fees are considered necessary by Company.
7.7 Non-liability of City Officials and Employees. No member, official or employee of City shall be personally liable to Company, or any successor in interest, in the event of any default or breach by City under this Agreement or for any amount that may become due to Company or to its successors, or on any obligations under the terms of this Agreement.
7.8 Relationship of the Parties. City and Company hereby renounce the existence of any form of agency, joint venture, or partnership between them and agree that nothing in this Agreement or in any document executed in connection herewith shall be construed as making the City and Company agents of one another or as joint venturers or partners.
7.9 Force Majeure; Extension of Time of Performance.
(a) Performance by any Party under this Agreement shall not be deemed to be in default, or considered to be a default, where any delay or default is due to any prevention, delay or stoppage due to strikes, lockouts, labor disputes, acts of God, inability to obtain labor or materials or reasonable substitutes therefor, governmental actions, civil commotions, fire or other casualty, and other non-financial causes beyond the reasonable control of the Party obligated to perform (“Force Majeure”). In the event that a Force Majeure event occurs, and a Party is unable to timely perform any obligation under this Agreement, an extension of time for any Force Majeure event shall be granted for the period of time that the Force Majeure event exists and shall commence to run from the date of occurrence of the Force Majeure event, but only if the Party asserting the existence of the Force Majeure event provides the other Party with written notice of the occurrence of the Force Majeure within 10 calendar days of the commencement of the asserted Force Majeure event. If the Party asserting the existence of the Force Majeure event fails to provide the other Party with timely written notice, then extension of time for such Force Majeure event shall commence to run from the date of written notice of such Force Majeure event. In the event that a Force Majeure event disrupts operations at the Facility for 90 days or more, Company shall deliver to City written notice of an action plan that Company will implement so that the Facility may resume operations within an additional 90 days of delivery of said notice. In the event that 12 the Facility is not used for the operations within 365 days from the commencement of a particular Force Majeure event, City shall have the right to declare that Company has committed an Event of Default and may pursue any rights or remedies against Company pursuant to Article 5, above. (b) The Parties expressly acknowledge and agree that changes in either general economic conditions or changes in the economic assumptions of either of them that may have provided a basis for entering into this Agreement and that occur at any time after the execution of this Agreement, do not constitute a Force Majeure event and do not provide any Party with grounds for asserting the existence of a Force Majeure event in the performance of any covenant or undertaking arising under this Agreement. Each Party expressly assumes the risk that changes in general economic conditions or changes in such economic assumptions relating to the terms and covenants of this Agreement could impose an inconvenience or hardship on the continued performance of such Party under this Agreement.
7.10 Binding on Successors and Assigns. This Agreement shall be binding upon and inure to the benefit of the Parties and their respective successors and assigns, which shall be duly approved as successors or assigns pursuant to the terms and conditions of this Agreement.
7.11 Waiver; Amendments and Modifications. A waiver of a provision in this Agreement, or amendment or modification of any provision herein contained, shall be effective only if said waiver, amendment, or modification is in writing and signed by all Parties. No waiver of any breach or default by any Party hereto shall be considered to be a waiver of any breach or default unless expressly provided herein or in the waiver.
7.12 Counterpart Originals. This Agreement may be executed in counterparts, originals, each of which is deemed to be an original, but when taken together shall constitute but one and the same instrument.
7.13 Survival ofIndemnity and Other Obligations. All general and specific indemnity and defense obligations of the Parties set forth in this Agreement, and all incentive repayment obligations provided herein, shall survive the expiration or earlier termination of this Agreement.
7.14 Interpretation. The Parties acknowledge that this Agreement is the product of mutual arms-length negotiation and drafting and that each Party has been represented by legal counsel in the negotiation and drafting of this Agreement. Accordingly, any rule of construction providing that ambiguities in a document shall be construed against the drafter of that document shall have no application to the interpretation or enforcement of this Agreement.
7.15 Entire Agreement. This Agreement, including all attached exhibits, constitutes the entire, complete, final, and exclusive expression of the Parties with respect to the matters addressed herein and supersedes all other agreements or understandings, whether oral or written, which may have been entered into between the Parties prior to the execution of this Agreement.
Any statements, representations, or other agreements, whether oral or written, made by either Party that is not embodied herein will not be valid or binding on the Parties. No amendment, modification or supplement to this Agreement will be valid and binding unless in writing and duly executed by all Parties.
7.16 Severability. If any term, covenant, condition or provision of this Agreement is held by a court of competent jurisdiction to be invalid, void or unenforceable, the remainder of the 13 provisions hereof shall remain in full force and shall not be affected, impaired, or invalidated thereby.
7.17 No Third-Party Beneficiaries. The performance of each Party’s respective obligations under this Agreement are not intended to benefit any Party other than the Parties, except as expressly provided otherwise herein. No person or entity not a signatory to this Agreement, shall have any rights or causes of action against any Party to this Agreement as a result of that Party’s performance or non-performance under this Agreement, except as expressly provided otherwise herein.
7.18 City Manager Implementation. City shall implement this Agreement through its City Manager or designee. The City Manager or designee is hereby authorized by City to issue approvals, interpretation, or waivers unless otherwise stated herein, to the extent that any such actions do not materially or substantially alter this Agreement. All other actions shall require the consideration and approval of the City Council, unless expressly provided otherwise. Nothing in this Section shall restrict the submission to the City Council of any matter within the City Manager’s authority under this Section, in the City Manager’s sole and absolute discretion, to obtain the City Council’s express and specific authorization on such matter. The specific intent of this Section is to authorize certain actions on behalf of City by the City Manager, but not to require that such actions be taken by the City Manager, without consideration by the City Council.
7.19 Authority to Execute. Each Party warrants and represents that the persons executing this Agreement on behalf of such Party have the authority to execute this Agreement on behalf of said Party and have the authority to bind such Party to the provisions of this Agreement.
7.20 Electronic Signatures. The Parties acknowledge and agree that execution of the Agreement by electronic signature or electronic transmittal of signatures shall have the same effect as handwritten signatures for the purposes of validity, enforceability, and admissibility. [SIGNATURES ON FOLLOWING PAGE]
14 SIGNATURE PAGE
TO
ECONOMIC DEVELOPMENT INCENTIVES AGREEMENT
IN WITNESS WHEREOF, City and Company have executed this Economic Development Incentives Agreement by and through the signatures set forth below.
CITY:
CITY OF SANTA FE SPRINGS
By:_____________________________
René Bobadilla, City Manager
Date:
ATTEST:
By:
Maribel Garcia, City Clerk
Date:
APPROVED AS TO FORM:
By:_____________________________
Rick Olivarez, City Attorney
Date:
COMPANY:
JUANITA’S FOODS
By:_____________________________
Name: __________________________
Title: ___________________________
Date:
15 EXHIBIT “B”
LEGAL DESCRIPTION OF PROPERTY
[To be separately attached]
CITY OF SANTA FE SPRINGS
GOVERNMENT CODE 53083
ECONOMIC DEVELOPMENT SUBSIDY REPORT
Pursuant to California Government Code Section 53083, the City Council of the City of Santa Fe Springs will hold a public hearing on Tuesday, September 1, 2026 at 6:00 p.m., or as soon thereafter as the matter can be heard, in the City Council Chambers located at 11710 E. Telegraph Road, Santa Fe Springs, California 90670 to consider an Economic Development Incentives Agreement (hereinafter, “Agreement”) between the City of Santa Fe Springs(hereinafter, “City”) and Juanita’s Foods (hereinafter, “Juanita’s”).
The City desires to stimulate economic development by entering into the Agreement for the City to provide financial assistance to Juanita’s in connection with the relocation of its food processing operations to an existing facility located in the City at 13100 Arctic Circle (hereinafter, “Facility”).
The following information will be posted on the City’s website and remain available for the entire term of the economic development subsidy, in accordance with California Government Code Section 53083.
1. The name and address of all corporations or any other business entities, except for sole proprietorships, that are the beneficiary of the economic development subsidy, if applicable.
The beneficiary is Juanita’s Foods, a California corporation, currently located at 645 George De La Torre Jr Ave, Wilmington, California 90744.
2. The start and end dates and schedule, if applicable, for the economic development subsidy.
The economic development subsidy will start when the Agreement is approved by the City Council and executed by the parties, and will continue in effect for a term of 10 years after the Facility commences operations.
3. A description of the economic development subsidy, including the estimated total amount of the expenditure of public funds, or of revenue lost to, the local agency, as a result of the economic development subsidy.
Under the Agreement, the City will provide Juanita’s financial assistance totaling approximately $1,500,000, subject to certain covenants and restrictions detailed in the Agreement. The Agreement provides for the following economic development subsidies:
• As an incentive for the public benefits that the City will receive as a result of Juanita’s relocation, payment of $500,000 as a Relocation Incentive. • As an incentive for Juanita’s preservation of jobs in the City, payment of $500,000 as a Job Retention Incentive.
• Waiver of applicable conditional use permit, plan-check, and other related permit fees, up to a maximum of $500,000 in value.
4. A statement of the public purposes for the economic development subsidy.
In exchange for such financial incentives, Juantia’s will issue annual payments to the City’s Community Benefit Fund in the amount of $200,000 for a period of 5 years, which shall total $1,000,000.
Furthermore, Juanita’s operation of the Facility will ensure the continued use of an underutilized existing food manufacturing facility and further the City’s goals in preserving industrial land uses, local industrial jobs, and the City’s tax base.
The development and operation of the Facility is expected to generate significant economic benefits to the City, including but not limited to: (i) the creation and retention of local jobs; (ii) funding for community benefits; (iii) increased property tax revenues; (iv) indirect economic activity benefiting nearby businesses; and (v) prevention of a vacancy at the property.
5. Projected tax revenue to the local agency as a result of the economic development subsidy.
The relocation and operation of Juanita’s Facility in the City is expected to increase property tax revenues. Additionally, the creation of new jobs at the Facility is expected to indirectly increase sales tax revenues due to the new employees traveling to the City for work.
6. Estimated number of jobs created by the economic development subsidy, broken down by full-time, part-time, and temporary positions.
The relocation and operation of Juanita’s Facility in the City is expected to create and retain approximately 150 jobs.
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Cuong Nguyen, Director of Community Development
SUBJECT:
INTRODUCTION FOR FIRST READING OF ORDINANCE NO. 1175, AMENDING CHAPTER 150 (BUILDING REGULATIONS) OF TITLE XV (LAND USAGE) OF THE SANTA FE SPRINGS
MUNICIPAL CODE TO ADD SECTIONS ON THE EXPEDITED REVIEW OF ELECTRIC VEHICLE
CHARGING STATION AND HYDROGEN-FUELING STATION PERMITS (COMMUNITY
DEVELOPMENT)
DATE: Tuesday, September 1, 2026, 6:00 PM
RECOMMENDATION:
It is recommended that City Council:
1. Find and determine that adoption of Ordinance No. 1175 is exempt from the California Environmental Quality Act (Pub. Res. Code § 21000 et seq.) (“CEQA”) pursuant to State CEQA Guidelines (Cal. Code Regs., tit. 14, § 15000 et seq.) because it is not a “project” and does not approve a specific development;
2. Waive full reading and introduce Ordinance No. 1175, by title only, amending Chapter 150 (Building Regulations) of Title XV (Land Usage) of the Santa Fe Springs Municipal Code to add sections on the Expedited Review of Electric Vehicle Charging Station and Hydrogen-Fueling Station Permits; and
3. Take such additional, related action that may be desirable.
FISCAL IMPACT
N/A
BACKGROUND
On October 8, 2015, the California Governor signed Assembly Bill (“AB”) 1236, codified at Government Code Section 65850.7, requiring all California cities and counties to develop expedited, streamlined permitting processes for electric vehicle charging stations (“EVCS”). The goal of AB 1236 is to further the availability of charging infrastructure to help drive the deployment of zero-emission vehicles for improved air quality and reduce greenhouse gas (“GHG”) emissions.
On October 8, 2021, the California Governor signed AB 970, amending Government Code Section 65850.7 and adding Section 65850.71. Beginning January 1, 2023, all California cities and counties with populations of 200,000 residents or less were required to adopt and comply with new review and approval timelines. Under Government Code Section 65850.7, the City’s review of EVCS projects must only meet health and safety requirements and the infrastructure necessary for charging station function. The goal is to improve the availability and convenience of charging options for electric vehicle (“EV”) owners, supporting the broader adoption of EVs.
On September 16, 2022, the California Governor signed Senate Bill (“SB”) 1291, which expanded the provisions of Government Code Section 65850.7 to hydrogen-fueling stations. In September 2024, SB 1291 was updated and superseded by SB 1418, which requires California cities and counties to adopt an expedited, streamlined permitting process and checklist for hydrogen-fueling stations by September 30, 2028.
ANALYSIS
The proposed Ordinance accomplishes the following:
Amends Chapter 150 of the City’s Municipal Code and adds a new subchapter on the expedited review of permits for EVCS and hydrogen-fueling stations;
Creates a streamlined permitting process for EVCS and hydrogen-fueling stations while adhering to state public health and safety standards;
Outlines the responsibilities of City officials; the review process for permit applications, including a checklist and process for electronic submittals; and criteria for requiring conditional use permits in cases where a significant adverse impact on public health or safety is identified; and Facilitates the installation of EVCS and hydrogen-fueling stations to help reduce GHG emissions and improve air quality.
ENVIRONMENTAL
Adoption of this Ordinance is exempt from CEQA pursuant to State CEQA Guidelines because it is not a “project” and does not approve any construction or development. Therefore, adopting the Ordinance has no potential to result in a direct or reasonably foreseeable indirect physical change to the environment. (Cal. Code Regs., tit. 14, § 15378, subd. (a)(5).) Any future construction or development will be subject to the CEQA process. Therefore, no further action is required pursuant to CEQA.
DISCUSSION
Adoption of Ordinance No. 1175 ensures that the City is in compliance with state law regarding expedited, streamlined procedures for EVCS and hydrogen-fueling station permits.
SUMMARY/NEXT STEPS
If approved for first reading, the Ordinance would become effective thirty (30) days after the City Council’s second reading.
Attachments
Attachment No. 1 – Ordinance No. 1175
1 ORDINANCE NO. 1175
AN ORDINANCE OF THE CITY COUNCIL OF THE
CITY OF SANTA FE SPRINGS AMENDING
CHAPTER 150 (BUILDING REGULATIONS) OF
TITLE XV (LAND USAGE) OF THE SANTA FE
SPRINGS MUNICIPAL CODE TO ADD SECTIONS
ON THE EXPEDITED REVIEW OF ELECTRIC
VEHICLE CHARGING STATION AND HYDROGENFUELING STATION PERMITS WHEREAS, the City of Santa Fe Springs (“City”) is a general law city, incorporated under the laws of the State of California; and
WHEREAS, pursuant to its police power, the City may enact and enforce laws within its boundaries which promote the public health, morals, safety, or general welfare of the community, and are not in conflict with general laws; and WHEREAS, on October 8, 2015, the California Governor signed Assembly Bill (“AB”) 1236, adding Section 65850.7 to the Government Code; and WHEREAS, Section 65850.7 requires all California cities and counties to develop an expedited, streamlined permitting process for electric vehicle charging stations (“EVCS”) to further the availability of charging infrastructure, to help drive the deployment of zero-emission vehicles for improved air quality, and to reduce greenhouse gas emissions; and
WHEREAS, on October 8, 2021, the California Governor signed AB 970, amending Government Code Section 65850.7 and adding Section 65850.71, requiring all California cities and counties with fewer than 200,000 residents to comply with new review and approval timelines by January 1, 2023; and
WHEREAS, on September 16, 2022, the California Governor signed Senate Bill (“SB”) 1291, expanding the provisions of Government Code Section 65850.7 to hydrogenfueling stations; and WHEREAS, in September 2024, SB 1291 was updated and superseded by SB 1418, requiring California cities and counties to adopt an expedited, streamlined permitting process and checklist for hydrogen-fueling stations by September 30, 2028; and WHEREAS, the City finds it necessary to amend Chapter 150 of the Santa Fe Springs Municipal Code to enact provisions that implement an expedited, nondiscretionary permit process for EVCS and hydrogen-fueling station installation and limit permit review to public health and safety.
2 NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SANTA FE SPRINGS, CALIFORNIA DOES HEREBY ORDAIN AS FOLLOWS:
SECTION 1. Findings and Purpose. In adopting this Ordinance, the City Council finds and declares as follows:
A. The above recitals are true, correct, and incorporated herein by reference.
B. Ordinance No. 1175 serves the public health, safety, and welfare of City residents, as a matter of statewide concern, by promoting and encouraging use of zero-emission vehicles and limiting obstacles to installation of infrastructure for convenient charging or refueling.
C. Ordinance No. 1175, amending the City of Santa Fe Springs Municipal Code, presents no risk to public health and safety.
SECTION 2. Section 150.999 (Penalty) of Chapter 150 (Building Regulations) of Title XV (Land Usage) is hereby renumbered to Section 150.124.
SECTION 3. Sections 150.125 through 150.130 (Expedited Review of Electric Vehicle Charging Station and Hydrogen-Fueling Station Permits) are hereby added to Chapter 150 (Building Regulations) of Title XV (Land Usage) of the Santa Fe Springs Municipal Code to read as follows:
EXPEDITED REVIEW OF ELECTRIC VEHICLE CHARGING STATION AND
HYDROGEN-FUELING STATION PERMITS
150.125 – PURPOSE
The purpose of this Chapter is to establish an expedited, streamlined permitting process for electric vehicle charging stations and hydrogen-fueling stations that complies with Government Code Sections 65850.7 and 65850.71 to promote and encourage the use of zero-emission vehicles by facilitating the convenient charging or refueling of zeroemission vehicles. Review of electric vehicle charging stations and hydrogen-fueling stations shall be limited to health and safety requirements found under local, state, and federal law.
150.126 – APPLICABILITY
(A) This Chapter applies to the permitting of all electric vehicle charging stations in the City. Electric vehicle charging stations legally established or permitted prior to the effective date of this Chapter are not subject to the requirements of this Chapter unless physical modification or alterations are undertaken that materially change the size, type, or components of an electric vehicle charging system in such a way as to require new permitting.
(B) This Chapter only applies to hydrogen-fueling station installations on parcels that satisfy either of the following:
3 (1) The parcel is zoned for industrial or commercial development and does not contain any residential units; or
(2) The parcel was previously developed with a service station, defined as an establishment that sold or sells gasoline or other motor vehicle fuel to the public. 150.127 – DEFINITIONS
“Electric vehicle charging station” or “charging station” shall mean any level of electric vehicle supply equipment station that is designed and built in compliance with Article 625 of the California Electrical Code and delivers electricity from a source outside an electric vehicle into a plug-in electric vehicle.
“Feasible method” shall mean a method to satisfactorily mitigate or avoid a specific, adverse impact including, but not limited to, any cost-effective method, condition, or mitigation imposed by the City on a prior, similarly situated permit application. “Hydrogen-fueling station” shall mean the equipment and structural design components necessary to ensure the safety of the fueling station, including hydrogen-refueling canopies, that are used to store and dispense hydrogen fuel to vehicles according to industry codes and standards that are open to the public. “Specific adverse impact” shall mean a significant, quantifiable, direct, and unavoidable impact, based on objective, identified, and written public health or safety standards, policies or conditions as they existed on the date the application was deemed complete. 150.128 – DUTIES OF THE BUILDING OFFICIAL
(A) Consistent with Government Code Sections 65850.7 and 65850.71, the Building Official shall implement an expedited, streamlined permitting process for electric vehicle charging stations and hydrogen-fueling stations and adopt a checklist of all requirements with which electric vehicle charging stations and hydrogen-fueling stations shall comply to be eligible for expedited review. The expedited, streamlined permitting process and checklist may refer to the recommendations contained in the most current version of the “Electric Vehicle Charging Station Permitting Guidebook” or the “Hydrogen Station Permitting Guidebook” published by the Governor’s Office of Business and Economic Development. The City’s adopted checklists shall be published on the City’s website. (B) The Building Official’s review is limited to determining whether a complete application meets all health and safety requirements of local, state and federal law.
Local law requirements shall be limited to those standards and regulations necessary to ensure there is no specific, adverse impact on public health or safety by the proposed installation.
4 150.129 – PERMIT REVIEW PROCESS
(A) If the City’s Building Official determines that a permit application satisfies all the requirements found in the City’s adopted checklist and is consistent with all applicable health and safety standards, the application shall be deemed complete and shall be promptly processed administratively, as a nondiscretionary permit. (B) If the Building Official determines that the permit application is incomplete, a written correction notice shall be issued to the applicant within five (5) business days for projects with twenty-five (25) or fewer charging stations and within ten (10) business days for projects with twenty-six (26) or more charging stations or for hydrogen-fueling station projects. The written correction notice shall detail all deficiencies in the application and any additional information required to be eligible for expedited permit issuance. A correction notice may be in the form of a printed document, electronic mail, or “red line” corrections on the submitted plans. (C)In conjunction with the application process, the applicant shall verify that the installation of an electric vehicle charging station or hydrogen-fueling station will not have a specific, adverse impact to public health and safety or building occupants. Verification by the applicant includes, but is not limited to, the following documentation: electrical system capacity and loads; electrical system wiring, bonding, and overcurrent protection; building infrastructure affected by charging station equipment and associated conduits; areas of charging station equipment and vehicle parking.
(D)Consistent with Government Code Section 65850.7, the Building Official shall allow for electronic submittal via email, the internet, or facsimile of permit applications covered by this Ordinance and associated supporting documentation. In accepting such permit applications, the Building Official shall also accept electronic signatures on all forms, applications, and other documentation in lieu of a wet signature by any applicant.
(E)Approval for any electric vehicle charging station or hydrogen-fueling station permit shall not be conditioned on the approval of an association, as that term is defined by Civil Code Section 4080.
(F) Approval of the permit does not authorize an applicant to energize or utilize the electric vehicle charging station or hydrogen-fueling station until the required inspection and approval to energize the system is granted by the City. The inspection shall be performed in a timely manner and include consolidated inspections, if required.
(G)The Building Official may require an applicant to apply for a conditional use permit if the Building Official makes a finding, based on substantial evidence, that the proposed electric vehicle charging station or hydrogen-fueling station could have a specific, adverse impact upon public health and safety. The Building Official’s decision to require a conditional use permit may be appealed by the applicant to the Planning Commission pursuant to Section 155.865 (Appeal and Effective Date) of the City Code.
5 (H)The City may not deny an application for a conditional use permit to install an electric vehicle charging station unless it makes written findings based upon substantial evidence in the record that the proposed installation would have a specific, adverse impact upon the public health or safety, and there is no feasible method to satisfactorily mitigate or avoid the specific, adverse impact. The findings shall include the basis for the rejection of potential feasible alternatives for preventing the adverse impact. Such decisions may be appealed pursuant to Section 155.865 (Appeal and Effective Date) of the City Code. (I) An application to install an electric vehicle charging station shall be deemed approved if, for projects with twenty-five (25) or fewer charging stations, twenty (20) business days have passed since the application was deemed complete or, for projects with twenty-six (26) or more charging stations or for hydrogen-fueling station projects, forty (40) business days have passed since the application was deemed complete, and all of the following are true:
(1) The Building Official has not administratively approved the application. (2) The Building Official has not made a finding, based on substantial evidence, that the electric vehicle charging station or hydrogen-vehicle charging station could have a specific adverse impact upon public health or safety or has required the applicant to apply for a conditional use permit. (3) The Building Official has not denied the permit.
(4) An appeal has not been made to the City Planning Commission. 150.130 – INSTALLATION REQUIREMENTS
(A)Electric vehicle charging station equipment shall meet the requirements of the California Electrical Code, the Society of Automotive Engineers, the National Electrical Manufacturers Association, and accredited testing laboratories such as Underwriters Laboratories, rules of the Public Utilities Commission or a municipal electric utility company, and federal, state, and local laws and regulations regarding safety, reliability, weights, and measures.
(B) Installation of electric vehicle charging stations and associated wiring, bonding, disconnecting means, and overcurrent protective devices shall meet the requirements of Article 625, the California-specific amendments to Article 625, and all applicable provisions of the California Electrical Code. (C)Installation of electric vehicle charging stations shall be incorporated into the load calculations of all new or existing electrical services and shall meet the requirements of the California Electrical Code. Electric vehicle supply equipment shall be considered a continuous load.
(D)Anchorage of either floor-mounted or wall-mounted electric vehicle charging stations shall meet the requirements of the California Building or Residential Code 6 as applicable per occupancy, and the provisions of the manufacturer’s installation instructions. Mounting of charging stations shall not adversely affect building elements.
(E)All electric vehicle charging stations and hydrogen-fueling stations shall meet all applicable health and safety standards and requirements, including, but not limited to, any requirements imposed by the state, local fire department and utility director, the California Building Code, City of Santa Fe Springs Municipal Code, and federal laws including the Americans with Disabilities Act.
(F) A hydrogen-fueling station shall meet all the following standards, as applicable:
(1) Safety and performance standards established by the Society of Automotive Engineers and accredited, nationally recognized testing laboratories. (2) All applicable state laws and regulations pertaining to hydrogen fueling, including any rules established by the State Air Resources Board, Energy Commission, or Department of Food and Agriculture regarding safety, reliability, weights, and measures.
(3) Guidance established by the Governor’s Office of Business and Economic Development, as outlined in the Hydrogen Station Permitting Guidebook. (G)If an electric vehicle charging station and any associated equipment interfere with, reduce, eliminate, or in any way impact the required parking spaces for existing uses, the City shall reduce the number of required parking spaces for the existing uses by the amount necessary to accommodate the electric vehicle charging station and any associated equipment.
SECTION 4. CEQA. This Ordinance is exempt from the California Environmental Quality Act (Pub. Res. Code § 21000 et seq.) (“CEQA”) pursuant to CEQA Guidelines (Cal. Code Regs., tit. 14, § 15000 et seq.) because it is not a “project” and has no potential to result in a direct or reasonably foreseeable indirect physical change to the environment. (Cal. Code Regs., tit. 14, § 15378, subd. (a)(5).) The approval of this Ordinance would result in no physical improvements or developments, and future projects would be subject to CEQA and environmental review. Therefore, it can be seen with certainty that the adoption of this Ordinance would result in no direct or indirect environmental impacts.
SECTION 5. Severability. If any section, subsection, subdivision, paragraph, sentence, clause, or phrase in this Ordinance, or any part thereof, is held invalid or unconstitutional, such decision shall not affect the validity of the remaining sections or portions of this Ordinance. The City Council hereby declares that it would have adopted each section, subsection, subdivision, paragraph, sentence, clause, or phrase in this Ordinance irrespective of the fact that any one or more sections, subsections, subdivisions, paragraphs, sentences, clauses, or phrases may be declared invalid or unconstitutional.
7 SECTION 6. This Ordinance shall take effect thirty (30) days after its final passage by City Council, after which the City Clerk of the City of Santa Fe Springs shall certify the same to be published in the same manner required by law.
PASSED, APPROVED and ADOPTED by the City Council of the City of Santa Fe Springs at a regular meeting on this 15th day of September, 2026. __________________________________
Joe Angel Zamora, Mayor
ATTEST:
_____________________________
Maribel Garcia, City Clerk
APPROVED AS TO FORM:
_____________________________
Rick R. Olivarez, City Attorney
8 STATE OF CALIFORNIA )
COUNTY OF LOS ANGELES ) SS:
CITY OF SANTA FE SPRINGS )
I, Maribel Garcia, City Clerk of the City of Santa Fe Springs, hereby certify that the foregoing Ordinance was introduced by title only and approved for first reading at a regular meeting of the City Council held on the _____ day of ________, 2026, and was carried by the following roll call vote:
AYES:
NOES:
ABSTAIN:
ABSENT:
________________________________
Maribel Garcia, City Clerk
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Maribel Garcia, City Clerk
SUBJECT:
APPROVAL OF MEETING MINUTES OF THE CITY COUNCIL FOR THE SPECIAL MEETING ON JUNE 29, 2026 (CITY CLERK)
DATE: Tuesday, September 1, 2026, 6:00 PM
RECOMMENDATION:
It is recommended that City Council:
1. Approve the minutes as submitted.
FISCAL IMPACT
N/A
BACKGROUND
Staff have prepared minutes for the following meeting:
Council meeting of June 29, 2026
ANALYSIS
N/A
ENVIRONMENTAL
N/A
DISCUSSION
N/A
SUMMARY/NEXT STEPS
N/A
Attachments
Attachment No. 1 - Special Meeting Minutes from 06-29-2026 Approved: 09/01/2026
MINUTES OF THE JUNE 29, 2026 SPECIAL MEETING OF THE CITY COUNCIL
CALL TO ORDER
Mayor Zamora called the meeting to order at 11:01 a.m.
ROLL CALL
Members present: Councilmembers Rounds, Mora, Martin, Mayor Pro Tem Rodriguez, and Mayor Zamora
Members absent: None
PUBLIC COMMENTS ON NON-AGENDA ITEMS
There was no one wishing to speak during comments.
STAFF COMMUNICATIONS ON ITEMS OF INTEREST - None
1. CLOSED SESSION
CONFERENCE WITH REAL PROPERTY NEGOTIATORS
(Pursuant to California Government Code Section 54956.8) Property: 11330-11350 Washington Boulevard and 8023 Broadway Avenue Agency Negotiator: Rene Bobadilla, City Manager
Negotiating parties: Primestor Development LLC
Under negotiation: Price and terms
OPEN SESSION
2. AMENDMENT OF A LOAN AGREEMENT FOR THE DEVELOPMENT OF AN 88 UNIT AFFORDABLE HOUSING PROJECT LOCATED AT 11330-11350 WASHINGTON BOULEVARD AND 8023 BRAODWAY,
SANTA FE SPRINGS, CALIFORNIA (COMMUNITY DEVELOPMENT)
It is recommended that the City Council:
Amend loan agreement as deemed necessary.
MINUTES OF THE JUNE 29, 2026 SPECIAL CITY COUNCIL MEETING Page 2 of 2
ADJOURNMENT
Mayor Zamora adjourned the meeting at 11:14 a.m.
_____________________
Joe Angel Zamora
Mayor
ATTEST:
_____________________
Maribel Garcia Date
City Clerk
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Julio Morales, Director of Finance
SUBJECT:
TREASURER'S REPORT OF INVESTMENTS FOR THE QUARTER ENDED JUNE 30, 2026 (FINANCE)
DATE: Tuesday, September 1, 2026, 6:00 PM
RECOMMENDATION:
It is recommended that City Council:
1. Receive and file this informational report.
FISCAL IMPACT
Investment earnings for the quarter ended June 30, 2026 amounted to $804,856 – the majority of this amount represents unrealized gains and loss in the BlackRock Investment Account managed by Shuster.
BACKGROUND
As of June 30, 2026, the City had approximately $105.4 Million in operating funds and reserves are held and maintained in a variety of accounts, held in LAIF, CLASS, Bank of Montreal (BMO), Farmers and Merchant Bank (F&M), and Charles Schwab, Inc.
The Shuster Advisory Group, LLC (“Shuster”) oversees the management of the accounts invested in BlackRock and individual investments (i.e. the “managed portfolio”). Charles Schwab serves as the custodian for these accounts performing all trade activity, reporting, and paying agent. Alta Trust serves as the Trustee, assisting in safekeeping of assets and all federal and state compliance reporting.
These monies, collectively, represent operating funds and reserves for the City’s General Fund, grant programs, and various special revenue funds (but excluding bond proceeds and Successor Agency funds).
The market value of the City’s investment holding, as of June 30, 2026, is $105,395,085 as summarized in the chart below.
The balance in the City’s operating monies declined in the 1st Quarter due to the payment of large up-front payments due at the beginning of the fiscal year, including the annual pension UAL payment to CalPERS and General Liability and Workers Compensation premiums.
Amounts listed above do not include successor agency assets nor bond proceeds[1], which are invested in accordance to provisions in bond legal documents, nor monies set aside to fund a portion of the City’s retirement liabilities “115 Trust” irrevocable trust to fund the City’s retirement liabilities: 1) Other Post Employment Benefits “OPEB” for retiree medical and 2) Pension Stabilization Fund (i.e.“115 Trusts”), as summarized in the chart below:
March 31, 2026 June 30, 2026 Qrt %
Return
Pension $33,762,772 $36,398,477 7.81%
OPEB $39,874,793 $43,945,779 10.21%
The OPEB portfolio was structured with 70% equity / 30% Fixed Income (Bond), while the Pension Stabilization Fund had a 50% Equity / 50% Bond mix. The results of investment performance for the Pension and OPEB accounts are reported separately by Shuster.
A portion of invested funds are designated for certain purposes, as outlined in the City’s adopted Reserve Policies.
Other funds are legally restricted, in accordance with specific grant or program guidelines. This report does not provide a breakdown of the allocation of monies among funds, uses, or programs - it simply provides a summary of monies held for investment and earning realized over the past quarter.
ANALYSIS
The City’s managed portfolio generated interest income in the amount of BlackRock, totaling $793,083 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 other monies invested with Shuster were CD investments previously purchased by PFM and retained by Shuster, equal to $1,027,169.
In addition to the BlackRock 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 (“CLASS”).
LAIF return = 3.92%
[1] Bond proceeds do not need to comply with the provisions of California Government Code § 53601 regarding the investment of government funds, they are invested in accordance to provisions in bond legal documents. The bond reserves and debt service funds for the Water Utility Authority and Successor Agency are held by the City’s bond trustee, U.S. Bank.
A portion of Successor Agency bond funds are held in LAIF: $18.614 million in bond proceeds from 2006A TABs (Account No. 11-19-068) and $359,400 in taxable bonds proceeds from Series 2006B TABs (Account No. 11-19-069). An additional $2,067,095 in Consolidated RDA Account monies (2001 TAB A) are held in Account No. 11-19-036, however, these funds are not confirmed as operating funds or bond funds. US Bank also holds Monies held for third-party conduit debt issuances.
BENCHMARK PERFORMANCE
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[1].
The total return for the City’s portfolio for the quarter ended June 30, 2026 was 0.82% vs. the City’s benchmark the ICE BofA 1-5 Year U.S. Gov & Corporate Index total return of 0.75%; the City’s portfolio outperformed the benchmark by 7 bps.
ENVIRONMENTAL
None.
SUMMARY/NEXT STEPS
The attached report contains a summary of Shuster’s performance in the managed portfolio (BlackRock). Shuster and Staff will continue to work with the City Council to review any proposed changes to the portfolio make-up.
ATTACHMENT(S):
A. Attachment A – Shuster Investment Performance Reports [1] 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 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.
Attachments
Attachment No. 1 - Santa Fe Springs Cash Investment Q2 2026 Performance.pdf Wealth Management
Account Review
Presented to:
Santa Fe Springs
August 25, 2026
Q2 2026 Market Review
SUMMARY TRAILING RETURNS (06/30/26)
Quarterly and year-to-date returns of the following indices: U.S. Equity (Russell 3000 Index),Fixed Income (Bloomberg Barclays U.S. Aggregate Bond Index), and International Equity (MSCI ACWI ex U.S. Index)
• Global Equity markets posted double-digit gains over the quarter with U.S. equities outperforming International
equities. Fixed income markets were also positive for
the quarter.
• U.S. equities returned 15.4% (Russell 3000) as large cap growth outperformed large cap value on the quarter by
about 280 basis points (16.7% for Russell 1000 Growth
vs. 13.9% for Russell 1000 Value). Small cap growth
stocks outperformed small cap value on the quarter by
about 850 basis points (25.7% for Russell 2000 Growth
and 17.2% for Russell 2000 Value).
• International developed and emerging markets equities posted positive returns over the quarter, returning 11.1% (MSCI EAFE) and 24.1% (MSCI Emerging Markets),
respectively.
• The broad U.S. fixed income market returned 0.7%
(Bloomberg Barclays Aggregate) as coupon income
helped offset the negative impact of rising interest
rates. Strong economic data and persistent inflation led markets to scale back expectations for Federal Reserve
rate cuts, putting upward pressure on Treasury yields.
• The unemployment rate ticked down to 4.2% from 4.3%
at the previous quarter end.
Performance shown represents past performance. Past performance is no guarantee of future results.
15.4%
10.9%
14.5%
13.7%
0.7% 0.6%
U.S. Equity International Equity Fixed Income Q YTD Q YTD Q YTD Q2 2026 Market Review Q2 2026 Market Review – U.S. Equity
U.S. EQUITY
INDEX PERFORMANCE (sorted by trailing quarterly performance) GROWTH VS. VALUE SECTOR (sorted by tailing quarterly performance)
• The broad U.S. equity market, as measured by the Russell 3000 Index, was up 15.4% for the quarter. • The best performing U.S. equity index for the quarter was Russell 2000 Growth, returning a positive 25.7%. • The worst performing U.S. equity index for the quarter was Russell 1000 Value, returning a positive 13.9%.
Over the last year, value stocks outperformed growth stocks by 9.4%.
For the trailing quarter, growth stocks outperformed value stocks by 2.8%.
The graph above is plotted using a rolling one-year time period.
Growth stock performance is represented by the Russell 1000 Growth Index.
Value stock performance is represented by the Russell 1000 Value Index.
Performance shown represents past performance. Past performance is no guarantee of future results. 30%
20%
10%
0%
10%
20%
30%
40%
50%
2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Growth Outperforms
Value Outperforms 0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
QTR 1 Yr
25.7%
38.7%
QTR 1 Yr
17.2%
43.0%
QTR 1 Yr
16.7% 17.7%
QTR 1 Yr
15.4%
22.8%
QTR 1 Yr
13.9%
27.1%
QTR YTD 1 Yr 3 Yr 5 Yr 10 Yr
Russell 2000 Growth 25.7 22.2 38.7 18.4 5.6 12.0
Russell 2000 Value 17.2 23.0 43.0 18.7 8.2 10.9
Russell 1000 Growth 16.7 5.3 17.7 22.6 13.7 18.6
Russell 3000 15.4 10.9 22.8 20.4 12.3 15.1
Russell 1000 Value 13.9 16.3 27.1 17.8 11.2 11.5
32.3%
15.3%
9.6%
9.6%
9.5%
9.4%
8.4%
2.2%
0.5%
-0.4%
-15.00 -10.00 -5.00 0.00 5.00 10.00 15.00 20.00 25.00 30.00 35.00 -12.9%
QTR YTD 1 Yr 3 Yr 5 Yr 10 Yr
Information Technology 32.3 20.9 38.9 30.9 22.0 26.3
Industrials 15.3 20.8 28.9 21.6 14.5 14.7
Real Estate 9.6 11.9 12.9 9.6 3.3 5.8
Health Care 9.6 4.3 20.6 7.9 6.0 10.2
Consumer Discretionary 9.5 -0.1 9.3 12.9 6.2 12.7
Financials 9.4 -0.4 5.0 18.8 9.8 13.1
Telecommunication Svcs. 8.4 0.9 21.3 28.8 12.1 11.5
Materials 2.2 11.6 17.1 8.9 6.4 10.3
Consumer Staples 0.5 8.2 5.1 8.5 7.7 7.9
Utilities -0.4 7.6 14.2 14.9 10.6 9.0
Energy -12.9 20.5 30.0 13.0 18.7 8.2
Source: S&P 1500 Sector Indices Q2 2026 Market Review – U.S. Equity Q2 2026 Market Review – International Equity
INTERNATIONAL EQUITY
INDEX PERFORMANCE (sorted by trailing quarterly performance) DEVELOPED VS. EMERGING MARKETS INTERNATIONAL VS. DOMESTIC
• Developed international equity returned a positive 11.1% in the last quarter (MSCI EAFE). • Emerging market equity posted a positive 24.1% return (MSCI Emerging Markets Index).
Over the last year, emerging market stocks outperformed developed international stocks by 22.7%.
For the trailing quarter, emerging market stocks outperformed developed international stocks by 13%.
The graph above is plotted using a rolling one-year time period. Developed international stock performance is represented by the MSCI EAFE Index.
Emerging market stock performance is represented by the MSCI Emerging Markets Index.
The graph above is plotted using a rolling one-year time period. International stock performance is represented by the MSCI ACWIex U.S. Index. Domestic stock performance is represented by the Russell 3000 Index.
Performance shown represents past performance. Past performance is no guarantee of future results. 0%
5%
10%
15%
20%
25%
30%
35%
40%
45%
QTR 1 Yr
24.1%
43.5%
QTR 1 Yr
15.9% 13.8%
QTR 1 Yr
14.5%
27.7%
QTR 1 Yr
11.1%
20.8%
QTR 1 Yr
8.4%
29.4%
QTR YTD 1 Yr 3 Yr 5 Yr 10 Yr
MSCI Emg Markets 24.1 23.8 43.5 23.0 7.2 10.1
MSCI EAFE Large Growth 15.9 9.0 13.8 11.0 5.3 9.0
MSCI ACWI ex US 14.5 13.7 27.7 18.8 8.8 9.9
MSCI EAFE 11.1 9.8 20.8 17.0 9.6 10.2
MSCI EAFE Large Value 8.4 10.6 29.4 22.4 14.3 10.9
35%
30%
25%
20%
15%
10%
5%
0%
5%
10%
15%
20%
2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 Developed Outperforms
Emerging Outperforms
25%
20%
15%
10%
5%
0%
5%
10%
15%
20%
25%
2014 2015 2016 2017 2018 2019 2020 2021 2022 2023 2024 2025 International Outperforms
Domestic Outperforms
Q2 2026 Market Review – International Equity
Q2 2026 Market Review – Fixed Income
FIXED INCOME
INDEX PERFORMANCE (sorted by trailing quarterly performance) YIELD CURVE SECTOR (sorted by tailing quarterly performance)
• The broad U.S. fixed income market returned a positive 0.7% (Bloomberg Barclays U.S. Aggregate) for the quarter. • The best performing sector for the quarter was High Yield Corporate Bond, returning a positive 2.5%. The worst performing sector for the quarter was Government, returning a positive 0.3%.
Source: Bloomberg Barclays U.S. Indices
Source: Bloomberg Barclays U.S. Aggregate Indices
Performance shown represents past performance. Past performance is no guarantee of future results.
2.5%
1.4%
0.9%
0.9%
0.7%
0.6%
0.00 1.00 2.00 3.00
0.3%
QTR YTD 1 Yr 3 Yr 5 Yr 10 Yr
High Yield Corporate Bond 2.5 2.0 5.9 8.9 4.2 5.8
Corporate Investment Grade 1.4 0.9 4.3 5.3 0.3 2.6
TIPS 0.9 1.2 3.4 4.0 1.0 2.6
Cash 0.9 1.7 3.8 4.6 3.5 2.3
Aggregate Bond 0.7 0.6 3.8 4.2 0.1 1.5
Mortgage Backed Securities 0.6 1.0 5.2 4.6 0.5 1.4
Government 0.3 0.3 2.7 3.2 -0.4 0.9
Q2 2026 Market Review – Fixed Income
2016 2017 2018 2019 2020 2021 2022 2023 2024 2025
2026 YTD
as of
8/21/2026
Annualized
10-Yr ao
8/21/2026
Annualized
15-Yr ao
8/21/2026
Indices
Legend
Best
Indices
Sm Value
31.74 Large Growth
30.21 Cash
1.94 Large Growth
36.39 Large Growth
38.49 Global REIT
32.50 Commodities
16.09 Large Growth
42.68 Large Growth
33.36 International
32.39 Commodities
31.11 Large Growth
17.81 Large Growth
17.56 Russell 1000
Growth
Large Value
17.34 International
27.19 Fixed Income
0.01 S&P 500
31.49 Sm Growth
34.63 S&P 500
28.71 Cash
1.49 S&P 500
26.29 S&P 500
25.02 Large Growth
18.56 Sm Value
25.05 S&P 500
15.29 S&P 500
15.76 S&P 500
S&P 500
11.96 Sm Growth
22.17 Large Growth
-1.51
Sm Growth
28.48 S&P 500
18.40 Sm Value
28.27 Large Value
-7.54
Sm Growth
18.66 Sm Growth
15.15 S&P 500
17.88 Large Value
23.34 Large Value
11.77 Large Value
13.23 Russell 1000
Value
Commodities
11.77 S&P 500
21.83 S&P 500
-4.38
Large Value
26.54 Balanced Index
13.49 Large Growth
27.60 Fixed Income
-13.01
Balanced Index
15.72 Large Value
14.37 Balanced Index
16.26 Sm Growth
20.10 Sm Growth
10.96 Sm Growth
12.52 Russell 2000
Growth
Sm Growth
11.32 Balanced Index
15.31 Global REIT
-4.77
Global REIT
24.49 International
10.65 Commodities
27.11 Sm Value
-14.48
International
15.62 Balanced Index
11.13 Large Value
15.91 International
17.40 Sm Value
10.28 Sm Value
11.78 Russell 2000
Value
Large Growth
7.08 Large Value
13.66 Balanced Index
-4.93
Sm Value
22.39 Fixed Income
7.51 Large Value
25.16 International
-16.00
Sm Value
14.65 Sm Value
8.05 Commodities
15.77 Global REIT
13.94 International
9.56 Balanced Index
8.52 40% Russell 3000,
40% Barclays U.S. Agg,
20% MSCI ACWI ex-US
Balanced Index
7.06 Global REIT
8.63 Large Value
-8.27
International
21.51 Sm Value
4.63 Balanced Index
11.21 Balanced Index
-16.09
Global REIT
11.53 International
5.53 Sm Growth
13.01 S&P 500
12.95 Balanced Index
8.40 International
7.92 S&P Global REIT
Global REIT
6.90 Sm Value
7.84 Sm Growth
-9.31
Balanced Index
20.20 Large Value
2.80 International
7.82 S&P 500
-18.11
Large Value
11.46 Commodities
5.38 Sm Value
12.59 Balanced Index
8.72 Commodities
7.60 Global REIT
7.62 MSCI ACWI
ex-US
International
4.50 Fixed Income
3.54 Commodities
-11.25
Fixed Income
8.72 Cash
0.74 Sm Growth
2.83 Global REIT
-23.60
Fixed Income
5.53 Cash
5.18 Global REIT
8.88 Large Growth
3.77 Global REIT
4.90 Fixed Income
1.97 Bloomberg
Barclays Agg
Fixed Income
2.65 Commodities
1.70 Sm Value
-12.86
Commodities
7.69 Commodities
-3.12
Cash
0.08 Sm Growth
-26.36
Cash
5.03 Global REIT
3.92 Fixed Income
7.30 Cash
2.26 Cash
2.40 Cash
1.63 ICE BofA 3M
US Trsy Note
Worst
Indices
Cash
0.34 Cash
0.80 International
-14.20
Cash
2.31 Global REIT
-8.11
Fixed Income
-1.54
Large Growth
-29.14
Commodities
-7.91
Fixed Income
1.25 Cash
4.20 Fixed Income
-0.34
Fixed Income
1.41 Commodities
0.84 Bloomberg
Commodities
Past performance is not a guarantee of future results. Indices are not available for direct investment. Index performance does not reflect the expenses associated with the management of an actual portfolio.Returns for periods longer than one year have been annualized.
Market Kaleidoscope
The S&P 500 Index measures the stock performance of the 500 largest companies listed on stock exchanges in the United States. The index is a common benchmark used to track the overall equities market. The Bloomberg Commodities Index tracks the price and the returns on an investment in a basket of commodities. It is a broadly diversified price index that represents different types of commodities including, but not limited to, crude oil, soybeans, wheat and copper. The MSCI ACWI ex-USA Index captures large and mid-cap equity representation across 22 of 23 developed markets countries (excluding the US) and 27 emerging markets countries. With over 2,300 constituents, the index covers approximately 85% of the global equity opportunity set outside the US. The Russell 2000 Growth Index is a stock market index of the smallest 2,000 stocks by market capitalization in the United States that exhibit growth characteristics. A small cap stock is generally a company with a market capitalization between $500 million and $2 billion. Small cap stocks are typically more volatile and riskier investments relative to large cap stocks. The Russell 1000 Growth Index is a stock market index that tracks the largest 1,000 stocks by market capitalization in the United States that exhibit growth characteristics. The index maintains larger companies whose market capitalization typically exceeds $10 billion. The Russell 2000 Value Index is a stock market index of the smallest 2,000 stocks in the United States that exhibit value characteristics. A small cap stock is generally a company with a market capitalization between $500 million and $2 billion. Small cap stocks are typically more volatile and riskier investments relative to large cap stocks. The Russell 1000 Value Index is a stock market index that tracks the largest 1,000 stocks by market capitalization in the United States that exhibit value characteristics. The index maintains larger companies whose market capitalization typically exceeds $10 billion. The S&P Global REIT Index serves as a comprehensive benchmark of publicly traded equity REITs listed in both developed and emerging markets. A real estate investment trust (REIT) is a company that owns, operates, or finances income-generating real estate. The Russell 3000 Index is a stock market index that tracks the 3,000 largest U.S. publicly traded companies, representing about 98% of the American public equity market. The Bloomberg Barclays US Aggregate Bond Index is a broad-based, market capitalization-weighted bond market index representing intermediate term investment-grade bonds traded in the United States. This index is generally used to track core bond portfolios. The custom Balanced Index is an index that contains a broad US equities component (40% Russell 3000 Index), a broad US fixed income component (40% Bloomberg Barclays US Aggregate Bond Index), and an international equity component (20% MSCI-ACWI ex-USA Index). The index is used to measure balanced portfolios that have a mix of the US equity and fixed income asset classes, as well as international equity and fixed income classes. The ICE BofA 3M US Trsy Note Index is an index that measures returns of 3-Month Treasury Notes. The 3-Month Treasury note is a short-term US government obligation with a constant maturity period of 3 months. This typically is considered free of default as it is backed by the US Treasury, and is used as a proxy measure to cash.
Q2 2026 Market Review – Chart of the Quarter
Estimates compiled from public commentary (Morningstar, Vanguard, CFRA, FTSE Russell, S&P DJI, CME) as of June 2026. Float-adjusted weights are estimates and shift as lockups expire and prices move. *Russell 1000 timing reflects FTSE Russell's fast-entry rule; some commentators cite the Sept/Dec 2026 reconstruction. For information only — not investment advice or a recommendation. ACR# 8997120. WS-2026-900.
Q2 2026 Market Review - Chart of the Quarter
Q2 2026 Disclosures
MSCI FI EAFE International is a rules-based index which serves as a benchmark for developed international country fixed income performance.
MSCI EAFE Index is listed for foreign stock funds (EAFE refers to Europe, Australia and Far East). Widely accepted as a benchmark for international stock performance, it is an aggregate of 21 individual country indexes.
MSCI EAFE Large Value represents the large cap value stocks within the MSCI EAFE Index.
MSCI EAFE Large Growth represents the large cap growth stocks within the MSCI EAFE Index.
MSCI EAFE Mid Value represents the mid cap value stocks within the MSCI EAFE Index.
MSCI EAFE Mid Growth represents the mid cap growth stocks within the MSCI EAFE Index.
MSCI EAFE Small Value represents the small cap value stocks within the MSCI EAFE Index.
MSCI EAFE Small Growth represents the small cap growth stocks within the MSCI EAFE Index.
MSCI EM (Emerging Markets) Index serves as a benchmark for each emerging country.
The average size of these companies is (U.S.) $400 million, as compared with $300 billion for those companies in the World index.
MSCI World Index is a rules-based index that serves as a benchmark for the developed global equity markets.
MSCI Europe ex UK Index is a rules-based index that serves as a benchmark for Europe’s equity markets, excluding the United Kingdom.
MSCI Pacific ex Japan Index is a rules-based index that serves as a benchmark for Asia Pacific’s equity markets, excluding Japan.
MSCI United Kingdom Index is a rules-based index that serves as a benchmark for the United Kingdom’s equity markets.
MSCI Japan is a rules-based index that serves as a benchmark for Japan’s equity markets.
NAREIT All REIT Index includes all tax-qualified REITs with common shares that trade on the New York Stock Exchange the American Stock Exchange or the NASDAQ National Market List.
3-Month T-Bills (90 Day T-Bill Index) are government-backed, short-term investments considered to be risk-free and as good as cash because the maturity is only three months.
Russell 1000 Growth Index is a market-capitalization weighted index of those firms in the Russell 1000 with higher price-to-book ratios and higher forecasted growth values.
Russell 1000 Value Index is a market-capitalization weighted index of those firms in the Russell 1000 with lower price-to-book ratios and lower forecasted growth values.
Russell Top 200 Growth Index is a market-capitalization weighted index of those firms in the Russell Top 200 with higher price-to-book ratios and higher forecasted growth values.
Russell Top 200 Value Index is a market-capitalization weighted index of those firms in the Russell Top 200 with lower price-to-book ratios and lower forecasted growth values.
Russell 2000 Growth Index is a market-weighted total return index that measures the performance of companies within the Russell 2000 Index having higher price-to-book ratio and higher forecasted growth values.
Russell 2000 Index consists of the smallest 2000 companies in the Russell 3000 Index, representing approximately 7% of the Russell 3000 total market capitalization.
Russell 2000 Value Index is a market-weighted total return index that measures the performance of companies within the Russell 2000 Index having lower price-to-book ratio and lower forecasted growth values.
Indices are unmanaged and not available for direct investment. Indices do not reflect expenses that are borne by investors in a pooled investment fund, such as management fees and transaction costs, which reduce returns.
Citigroup Corporate Bond is an index which serves as a benchmark for corporate bond performance. You cannot invest directly in an index.
Citigroup Mortgage Master is an index which serves as a benchmark for U.S. mortgagebacked securities performance.
Citigroup WGBI Index is an index which serves as a benchmark for global bond performance, including 22 different government bond markets.
Credit Suisse High Yield Index is an unmanaged, trader priced index constructed to mirror the characteristics of the high yield bond market.
BC (Barclays Capital) U.S. Aggregate Bond Index represents securities that are U.S., domestic, taxable, and dollar denominated. The index covers the U.S. investment grade fixed rate bond market, with index components for government and corporate securities, mortgage pass-through securities, and asset-backed securities. These major sectors are subdivided into more specific indices that are calculated and reported on a regular basis.
BC Credit Bond Index includes publicly issued U.S. corporate and specified foreign debentures and secured notes that meet the specified maturity, liquidity, and quality requirements. To qualify, bonds must be SEC-registered.
BC U.S. Corporate Investment Grade represents investment grade corporate securities that are U.S., domestic, taxable, and dollar denominated.
BC High Yield Corporate Bond represents below investment grade corporate securities that are U.S., domestic, taxable, and dollar denominated.
BC TIPS Index includes publicly issued U.S. government treasury inflation protected securities that meet the specified maturity, liquidity and other requirements.
BC Mortgage-Backed Securities covers agency mortgage-backed pass-through securities (both fixed-rate and hybrid ARMs) issued by Ginnie Mae (GNMA), Fannie Mae (FNMA), and Freddie Mac (FHLMC).
BC Muni Bond covers the USD-denominated long-term tax-exempt bond market with four main sectors: state and local general obligation bonds, revenue bonds, insured bonds, and pre-refunded bonds.
BC Government Index includes publicly issued U.S. government securities that meet the specified maturity, liquidity and other requirements.
BarCap U.S. Aggregate 1-3 Yr. TR USD Index represents securities in the BC U.S.
Aggregate Index that have maturity dates over the next 1-3 years.
BarCap U.S. Aggregate 3-5 Yr. TR USD Index represents securities in the BC U.S.
Aggregate Index that have maturity dates over the next 3-5 years.
BarCap U.S. Aggregate 5-7 Yr. TR USD Index represents securities in the BC U.S.
Aggregate Index that have maturity dates over the next 5-7 years.
BarCap U.S. Aggregate 7-10 Yr. TR USD Index represents securities in the BC U.S.
Aggregate Index that have maturity dates over the next 7-10 years.
BarCap U.S. Aggregate 10+ Yr. TR USD Index represents securities in the BC U.S.
Aggregate Index that have maturity dates over 10 years.
DJW 5000 (Full Cap) Index measures the performance of all U.S. common equity securities, and serves as an index of all stock trades in the U.S.
MSCI FI Emerging Markets is a rules-based index which serves as a benchmark for emerging country fixed income performance. Q2 2026 Disclosures Q2 2026 Disclosures
S&P 1500 Industrials measures the performance of the industrial sector in the S&P 1500 Index.
S&P 1500 Financials measures the performance of the financials sector in the S&P 1500 Index.
S&P 1500 Utilities measures the performance of the utilities sector in the S&P 1500 Index.
S&P 1500 Consumer Discretionary Index measures the performance of the consumer discretionary sector in the S&P 1500 Index.
S&P 1500 Consumer Staples Index measures the performance of the consumer staples sector in the S&P 1500 Index.
S&P 1500 Information Technology measures the performance of the information technology sector in the S&P 1500 Index.
S&P 1500 Materials measures the performance of the materials sector in the S&P 1500 Index.
S&P 1500 Health Care measures the performance of the health care sector in the S&P 1500 Index.
S&P 1500 Telecommunications Services Index measures the performance of the telecommunications services sector in the S&P 1500 Index.
Russell MidCap Growth Index is a market-weighted total return index that measures the performance of companies within the Russell MidCap Index having higher price-to-book ratio and higher forecasted growth values.
Russell MidCap Index includes firms 201 through 1000, based on market capitalization, from the Russell 3000 Index.
Russell MidCap Value Index is a market-weighted total return index that measures the performance of companies within the Russell MidCap Index having lower price-to-book ratio and lower forecasted growth values.
Russell Top 200 Index consists of the 200 largest securities in the Russell 3000 Index.
Russell 3000 Index is a market capitalization weighted index, consisting of 3,000 U.S. common equity securities, reflective of the broad U.S. equity market.
Salomon 1-10 Yr. Governments is an index which serves as a benchmark for U.S.
Government bonds with maturities ranging from 1 to 10 years.
S&P 500 Index measures the performance of the largest 500 U.S. common equity securities, and serves as an index of large cap stocks traded in the U.S.
S&P 1500 Energy Index measures the performance of the energy sector in the S&P 1500 Index.
Important Information
Any reproduction of this information, in whole or in part, is prohibited. The information contained herein has been prepared solely for informational purposes and is not an offer to buy or sell or a solicitation of an offer to buy or sell any security or to participate in any trading strategy. All data presented here in is unaudited, subject to revision by your advisor and is provided solely as a guide to current expectations. This document is only made available to persons of a kind to who may lawfully be promoted.
Market indexes are included in this report only as context reflecting general market results during the period. Your advisor may provide research on funds that are not represented by such market indexes. Accordingly, no representations are made that the performance or volatility of any fund where your advisor provides research will track or reflect any particular index.
Market index performance calculations are gross of management fees.
Research/Outlook Disclosure
The indexes shown in this report are not meant to depict the performance of any specific investment, and the indexes shown donot include any expenses, fees, or sales charges, which would lower performance. The indexes shown are unmanaged and should not be considered an investment. It is not possible to invest directly in an index.
This document was produced by, and the opinions expressed are those of your advisor as of the date of writing and are subjectto change. This research is based on your advisor’s proprietary research and analysis of global markets and investing. The information and/or analysis contained in this materialhave been compiled or arrived at from sources believed to be reliable, however your advisor does not make any representation as their accuracy or completeness and does not accept liability for any loss arising from the use hereof. Some internally generated information may be considered theoretical in nature and is subject to inherent limitations associated therein. The reader should not assume that any investments in sectors and markets identified or described were or will be profitable. Investing entails risks, including possible loss of principal. The use of tools cannot guarantee performance. Performance shown represents past performance. Past performance is no guarantee of future results.. The information in this material may contain projections or other forward-looking statements regarding future events, targets or expectations, and is only current as of the date indicated. There is no assurance that such events or targets will be achieved and may be significantly different than that shown here. The information in this material, including statements concerning financial market trends, is based on current market conditions, which will fluctuate and may be superseded by subsequent market events or for other reasons.
Q2 2026 Disclosures
Client Return Summary: Net of Fees
Account Details
Account Name Account
Number
Mgmt. Style 4/1/2026
Value
6/30/2026
Value
Net
Investment
Period
Return
%
3 Months
%
YTD % 1 Year
%
3 Year % Inception %
2/4/2025
Santa Fe Springs - - 90,509,720.87 90,959,246.28 0.00 0.60 0.82 0.97 3.95 - 5.26 ICE BofA 1-3 Year US Treasuries - - - - - 0.38 0.60 0.67 2.88 - 3.76 ICE BofA 1-5 Year US Treasuries - - - - - 0.23 0.55 0.42 2.65 - 3.99 ICE BofA 1-3 Year US Government and
Corporate - - - - - 0.50 0.73 0.80 3.13 - 3.98
ICE BofA 1-5 Year US Government and
Corporate - - - - - 0.41 0.75 0.58 3.00 - 4.30
City of Santa Fe Springs - BR 47275745 Gov SMA 89,479,239.33 89,932,077.49 0.00 0.59 0.81 0.96 3.96 - 5.27 Santa Fe Springs Date Range
4/1/2026 - 6/30/2026
Benchmark(s)
ICE BofA 1-3 Year US Treasuries
ICE BofA 1-5 Year US Treasuries
ICE BofA 1-3 Year US
Government and Corporate
ICE BofA 1-5 Year US
Government and Corporate
Methodology Report Currency
TWR US Dollar
Cumulative Client Return (Time Weighted)
04/01/26 05/01/26 05/31/26 06/30/26
-1.00%
0.00%
1.00%
Santa Fe Springs
ICE BofA 1-3 Year US Treasuries
ICE BofA 1-5 Year US Treasuries
ICE BofA 1-3 Year US Government and Corporate
ICE BofA 1-5 Year US Government and Corporate
Asset Allocation
Asset Allocation Account %
Bond 99.80
Money Market 0.20
100.00
Account Name Account
Number
Mgmt. Style 4/1/2026
Value
6/30/2026
Value
Net
Investment
Period
Return
%
3 Months
%
YTD % 1 Year
%
3 Year % Inception %
2/4/2025
Santa Fe Springs - - 90,509,720.87 90,959,246.28 0.00 0.60 0.82 0.97 3.95 - 5.26 City of Santa Fe Springs - MM & CD 98535216 Gov Cash - CD/ MM 1,030,481.54 1,027,168.79 0.00 0.96 1.03 1.72 4.08 - 4.63 Client Return Summary: Net of Fees
Account Value Change
Account Name Account Number Mgmt. Style 4/1/2026 Value Additions Withdrawals Period investment Gain/Loss
6/30/2026 Value
City of Santa Fe Springs - BR 47275745 Gov SMA 89,479,239.33 $0.00 $0.00 $452,838.16 89,932,077.49 City of Santa Fe Springs - MM & CD 98535216 Gov Cash - CD/MM 1,030,481.54 $0.00 $0.00 -$3,312.75 1,027,168.79 Total - - 90,509,720.87 $0.00 $0.00 $449,525.41 $90,959,246.28 Asset Allocation
Account Name Account Number Mgmt. Style Bond % Equity % Money Market % Market Value Percent Asset %
City of Santa Fe Springs - BR 47275745 Gov SMA 99.80 % 0.00 % 0.20 % $89,932,077.49 98.87 City of Santa Fe Springs - MM & CD 98535216 Gov Cash - CD/MM 100.00 % - 0.00 % $1,027,168.79 1.13 Total - - 90,959,246.28 100.00
Santa Fe Springs Date Range
4/1/2026 - 6/30/2026
Benchmark(s)
ICE BofA 1-3 Year US Treasuries
ICE BofA 1-5 Year US Treasuries
ICE BofA 1-3 Year US
Government and Corporate
ICE BofA 1-5 Year US
Government and Corporate
Methodology Report Currency
TWR US Dollar
City of Santa Fe Springs - BR 47275745 Gov SMA
Performance Details Date Range Methodology Report Currency 4/1/2026 to 6/30/2026 TWR US Dollar
% Assets Name Symbol Ending Value 1 Mo (%) 3 Mo (%) YTD (%) 1 Yr (%) 3 Yr (%) 5 Yr (%)
0.20 Cash 183,541.37 0.00 0.00 0.00 0.04 - -
- ICE BofA 1-3 Year US Treasuries - 0.07 0.60 0.67 2.88 - - - ICE BofA 1-5 Year US Treasuries - 0.07 0.55 0.42 2.65 - - -
ICE BofA 1-3 Year US Government and
Corporate - 0.10 0.73 0.80 3.13 - -
-
ICE BofA 1-5 Year US Government and
Corporate - 0.09 0.75 0.58 3.00 - -
0.20 Schwab Bank Sweep SchwabCash 183,541.37 0.00 0.00 0.00 0.04 - -
4.29 Agency Bond 3,862,582.70 0.06 0.76 1.14 4.25 - -
- ICE BofA 1-3 Year US Treasuries - 0.07 0.60 0.67 2.88 - - - ICE BofA 1-5 Year US Treasuries - 0.07 0.55 0.42 2.65 - - -
ICE BofA 1-3 Year US Government and
Corporate - 0.10 0.73 0.80 3.13 - -
-
ICE BofA 1-5 Year US Government and
Corporate - 0.09 0.75 0.58 3.00 - -
0.78 FHLMC 4.819% 6/25/2028 3137HACX2 703,324.37 0.16 1.09 0.93 3.49 - -
0.37 FHLMC Ser K-514 Cl A2 4.572% 12/25/
2028 3137HBLV4 330,178.53 0.12 0.50 0.77 3.33 - -
2.76 Fhlmc 4.03%28 Due 11/20/2028 3134HB6S5 2,479,927.50 0.02 0.70 1.24 - - -
0.39 FNMA 4.50% 3/30/2029 3136GCYD1 349,152.30 0.16 - 0.88 - - -
31.23 Corporate Bond 28,082,719.97 0.19 1.02 1.10 3.77 - - - ICE BofA 1-3 Year US Treasuries - 0.07 0.60 0.67 2.88 - - - ICE BofA 1-5 Year US Treasuries - 0.07 0.55 0.42 2.65 - - -
ICE BofA 1-3 Year US Government and
Corporate - 0.10 0.73 0.80 3.13 - -
-
ICE BofA 1-5 Year US Government and
Corporate - 0.09 0.75 0.58 3.00 - -
0.19 Morgan Stanley Medium Term Note
3.125% 7/27/2026 61761J3R8 174,790.53 0.39 1.04 1.95 4.45 - -
0.28 Apple Inc Note Call Make Whole 3.20%
5/11/2027 037833CR9 247,835.75 0.11 0.85 1.26 3.75 - -
% Assets Name Symbol Ending Value 1 Mo (%) 3 Mo (%) YTD (%) 1 Yr (%) 3 Yr (%) 5 Yr (%)
31.23 Corporate Bond 28,082,719.97 0.19 1.02 1.10 3.77 - -
0.28 BAA-Jp Morgan Chase Bk NA 3.54% 5/1/
2028 46647PAF3 247,709.50 0.09 1.11 1.36 4.10 - -
0.19 Citigroup 1/10/2028 172967LD1 174,043.10 0.08 0.90 1.61 4.27 - -
0.27 Home Depot Inc Note Call Make Whole
2.80% 9/14/2027 437076BT8 245,743.00 0.19 0.94 1.29 3.79 - -
0.80 Bank New York Mel 3.30% 8/23/2029 06406YAA0 719,701.50 -0.08 1.07 0.61 3.43 - -
0.30 General Dynamics Corporation 3.75% 5/
15/2028 369550BC1 272,045.40 0.14 0.85 0.67 3.26 - -
0.55 Union Pac 3.95% 9/10/2028 907818EY0 495,011.50 0.12 0.94 0.90 3.56 - -
0.55 Marsh & Mclennan Cos Inc 4.375% 3/15/
2029 571748BG6 497,847.50 0.08 0.91 0.79 3.60 - -
0.28 Morgan Stanley 4.431% 1/23/2030 6174468G7 247,862.75 0.29 1.09 1.08 3.87 - -
0.53 Mastercard Inc 2.95% 6/1/2029 57636QAM6 480,967.00 -0.15 1.15 0.94 3.25 - -
0.55 Bank Amer Corp Sr Glbl Nt 3.419% 12/
20/2028 06051GHD4 491,927.00 0.23 1.26 1.37 4.33 - -
0.52 Enterprise Prods Oper LLC 2.80% 1/31/
2030 29379VBX0 470,388.50 0.08 0.97 0.49 3.59 - -
0.28 American Honda Fin Corp Med 2.35% 1/
8/2027 02665WDJ7 247,442.75 0.30 0.86 1.65 4.51 - -
0.56 Bank Of America Corp Note Call Make
Whole 1.73% 7/22/2027 06051GJS9 499,374.00 0.50 1.17 2.08 4.53 - -
0.22 Target Corp 1.95% 1/15/2027 87612EBM7 197,587.40 0.20 0.96 1.62 4.02 - -
0.14 Deere John Capital Corp Mtn 2.35% 3/8/
2027 24422EWD7 123,408.13 0.22 1.18 1.59 3.94 - -
0.28 Wells Fargo & Co Medium Term 3.526%
3/24/2028 95000U2V4 248,078.75 0.30 1.03 1.63 4.20 - -
0.56 Morgan Stanley Ser I Mtn 4.21% 4/20/
2028 61747YER2 499,376.50 0.45 1.32 1.85 4.41 - -
0.13 Texas Instrs Inc 4.60% 2/15/2028 882508BV5 115,500.25 0.17 1.08 1.19 3.45 - -
0.01 Mbart Remic 4.51% 11/15/2027 58770AAC7 8,413.35 0.35 1.03 2.01 4.44 - -
0.01 Harley-Davidson Tr Ser 2023-A Cl A-3
5.05% 12/15/2027 41285JAD0 11,718.25 0.33 0.99 2.03 3.03 - -
0.57 U S Bancorp Medium Term Nts 0.00% 6/
12/2029 91159HJM3 509,907.50 0.00 0.95 0.98 3.80 - -
1.42 Pnc Finl Svcs Gro Var 29 Due 6/12/2029 693475BR5 1,273,195.00 0.26 1.12 0.87 3.91 - -
0.17 American Honda F 5.25% Due 7/7/2026 02665WEK3 155,013.95 0.35 1.15 2.01 4.41 - -
0.56 American Express Co Nt Fixed/Fltg 025816DH9 506,085.50 0.09 1.01 0.92 3.57 - - % Assets Name Symbol Ending Value 1 Mo (%) 3 Mo (%) YTD (%) 1 Yr (%) 3 Yr (%) 5 Yr (%)
31.23 Corporate Bond 28,082,719.97 0.19 1.02 1.10 3.77 - -
5.282% 7/27/2029
0.22 State Str 5.272% 8/3/2026 857477CD3 194,762.30 0.26 1.07 1.75 4.14 - -
0.28 Wells Fargo Bank Natl Assn Note 5.45%
8/7/2026 94988J6D4 249,999.00 0.43 1.12 1.96 4.19 - -
0.17 Fifth Third Auto Tr Ser 5.53% 8/15/2028 31680EAD3 153,462.57 0.35 0.92 1.98 4.57 - -
0.50 Bank Of America 5.526% Due 8/18/2026 06428CAA2 450,556.20 0.50 1.13 2.11 4.26 - -
0.33 Deere John Cap Corp Medium Term
5.15% 9/8/2026 24422EXD6 300,508.50 0.30 0.98 1.92 4.10 - -
0.57 Bank Of America Corp Sr Unsecured
0.00% 9/15/2029 06051GLS6 510,693.50 -0.04 0.83 0.85 - - -
0.10 Gm Financial Cons Auto Rec Tr Cmo
2023-4 Cl A3 MO 5.78% 8/16/2028 379930AD2 86,864.06 0.30 1.05 2.00 4.46 - -
0.10 Hyundai Auto Recs Tr Cmo 2023-C Cl
5.54% 10/16/2028 44918CAD4 91,407.86 0.23 0.85 1.65 4.00 - -
0.08 Toyota Auto Rec Tr 5.54% 8/15/2028 89239FAD4 67,932.15 0.38 0.95 1.92 4.53 - -
0.58 Altria Group Inc 6.20% 11/1/2028 02209SBQ5 517,330.00 0.22 1.11 1.12 - - -
0.86 Schwab Charles Corp Note Call Make
Whole 6.20% 11/17/2029 808513CJ2 773,719.50 -0.09 0.84 0.52 3.08 - -
0.28 Citibank 5.488% 12/4/2026 17325FBC1 251,193.25 0.40 1.22 1.82 4.29 - -
0.45 Wells Fargo Bank 5.254% 12/11/2026 94988J6F9 401,380.40 0.32 1.15 1.70 4.07 - -
0.45 JP Morgan Chase Bk 5.11% 12/8/2026 48125LRU8 401,373.20 0.43 1.10 1.76 4.30 - -
0.56 JP Morgan Chase & Co Sr Nt Fixed/fltg
0.00% 1/23/2030 46647PEB8 503,613.00 0.14 1.21 0.73 3.89 - -
0.57 United States Bancorp Medium U S
Bancorp Medium Term Nts- R 5.384% 1/
23/2030
91159HJQ4 508,631.50 0.11 1.28 1.03 4.21 - -
0.35 Texas Instruments Inc Sr Nt 4.60% 2/8/
2027 882508CE2 310,492.59 0.20 0.94 1.60 3.83 - -
0.30 Eli Lilly & Co Note Call Make Whole
4.50% 2/9/2027 532457CJ5 270,665.55 0.49 1.33 1.74 3.87 - -
0.20 Astrazeneca Fin L 4.80% 2/26/2027 04636NAK9 175,650.83 0.28 1.26 1.66 3.96 - -
0.34 CISCO SYS INC 4.80% 2/26/2027 17275RBQ4 306,101.05 0.27 0.95 1.66 3.93 - -
0.73 Wf Card Issuance Ser Cl A 4.94% 2/15/
2029 92970QAA3 653,042.65 0.25 0.92 1.60 4.22 - -
0.23 STATE 4.993% 3/18/2027 857477CL5 210,706.65 0.19 0.81 1.40 3.91 - -
0.17 Harley Davidson Mtr Tr Cmo 2023-B Cl
5.69% 8/15/2028 41285YAC9 155,604.07 0.27 0.89 2.01 4.01 - - % Assets Name Symbol Ending Value 1 Mo (%) 3 Mo (%) YTD (%) 1 Yr (%) 3 Yr (%) 5 Yr (%)
31.23 Corporate Bond 28,082,719.97 0.19 1.02 1.10 3.77 - -
0.56 Morgan Stanley Var 28 Due 4/13/2028 61747YFP5 504,195.00 0.33 1.13 1.67 4.18 - -
0.43 Bp Cap Mkts Amer Inc Note Call Make
Whole 5.017% 11/17/2027 10373QBY5 383,222.02 0.20 1.09 1.29 4.06 - -
1.40 Goldman Sachs Group Inc Note 5.049%
7/23/2030 38141GB29 1,256,398.75 0.02 0.88 0.07 - - -
0.08 American Express Company 0.000 7/26/
2028 025816DV8 70,343.00 0.21 1.05 1.39 4.14 - -
0.84 Unitedhealth Group Inc Note 4.80% 1/15/
2030 91324PFG2 754,764.75 0.11 0.96 0.56 4.01 - -
0.18 Mastercard Inc 4.1 4.10% 1/15/2028 57636QBA1 159,503.52 0.00 0.89 0.97 3.47 - -
0.14 Toyota Motor Cre 4.35%27 Due 10/8/
2027 89236TMS1 130,099.06 0.15 1.05 1.27 4.07 - -
0.27 Hyundai Auto Rec Tr Ser 2024-c Cl A-3
4.42% 5/15/2029 448976AD2 240,252.00 0.25 0.96 1.52 4.17 - -
0.33 State Str Corp Sr Nt 4.33% 10/22/2027 857477CP6 300,016.80 0.13 0.97 1.17 3.97 - -
0.84 Conocophillips Co 4.7 4.70% 1/15/2030 20826FBJ4 752,220.00 0.12 0.91 0.81 3.62 - -
0.51 Novartis Capital Corp Note 3.80% 9/18/
2029 66989HAT5 456,437.49 0.29 1.06 0.61 3.00 - -
0.28 Ubs Ag, Stamfo4.864% 28f Due 1/10/
2028 90261AAD4 250,523.50 0.41 1.04 1.78 4.26 - -
0.84 Rio Tino Fin 4.875% 3/14/2030 76720AAS5 756,348.75 0.09 1.14 0.55 3.85 - -
1.38 Philip Morris I 4.375%30 Due 4/30/2030 718172DT3 1,236,802.50 -0.06 0.97 0.52 - - -
0.41 Citibank Credit C 4.30% 6/21/2030 17305EHA6 364,493.09 2.07 1.92 0.91 4.21 - -
1.11 Unitedhealth Group Inc Note 4.65% 1/15/
2031 91324PFP2 999,567.00 0.25 1.09 -0.76 - - -
1.10 Board Trustees 4.146%30 Due 8/1/2030 09659DAC0 989,446.00 0.04 1.00 0.43 - - -
0.82 Broadcom Inc 4.20% 10/15/2030 11135FCW9 735,388.50 -0.09 - -0.13 - - -
0.54 Abbott Laboratori 4.00% 3/15/2031 002824BS8 486,534.00 - - 0.14 - - -
0.61 Salesforce, Inc. 4.65%29 Due 3/15/2029 79466LAR5 549,499.50 0.25 - 0.72 - - -
2.51 Municipal Bond 2,256,043.75 0.18 0.79 0.85 3.62 - - - ICE BofA 1-3 Year US Treasuries - 0.07 0.60 0.67 2.88 - - - ICE BofA 1-5 Year US Treasuries - 0.07 0.55 0.42 2.65 - - -
ICE BofA 1-3 Year US Government and
Corporate - 0.10 0.73 0.80 3.13 - -
-
ICE BofA 1-5 Year US Government and
Corporate - 0.09 0.75 0.58 3.00 - -
% Assets Name Symbol Ending Value 1 Mo (%) 3 Mo (%) YTD (%) 1 Yr (%) 3 Yr (%) 5 Yr (%)
2.51 Municipal Bond 2,256,043.75 0.18 0.79 0.85 3.62 - -
1.10 University CA Revs 3.909% 5/15/2029 91412GXU4 986,050.00 0.02 0.62 0.56 3.34 - -
0.30 California St 4.846% 3/1/2027 13063D3N6 266,152.75 0.18 0.87 1.39 4.04 - -
0.50 University CA 4.504% 5/15/2031 91412HYX5 450,882.00 - - -0.08 - - -
0.61 Ontario CA P 4.631% 3/1/2031 68304RFL9 552,959.00 - - 0.64 - - -
23.17 Principal Paydown 20,832,897.31 0.23 1.01 1.37 5.95 - - - ICE BofA 1-3 Year US Treasuries - 0.07 0.60 0.67 2.88 - - - ICE BofA 1-5 Year US Treasuries - 0.07 0.55 0.42 2.65 - - -
ICE BofA 1-3 Year US Government and
Corporate - 0.10 0.73 0.80 3.13 - -
-
ICE BofA 1-5 Year US Government and
Corporate - 0.09 0.75 0.58 3.00 - -
0.66 FHLMC Multifamily Structured P Ser
K065 Cl A2 *24 Day Delay 3.243% 4/25/
2027
3137F1G44 594,669.18 0.20 0.80 1.54 4.05 - -
0.07 FHLMC 2.57% 7/25/2026 3137BRQJ7 62,379.30 0.45 1.16 2.34 4.53 - -
0.41 FHLMC 2.653% 9/25/2049 3137BSP72 371,152.49 0.37 1.03 2.19 4.38 - -
0.31 FNMA Remic Trust 2017-M15 A2 2.959%
9/25/2027 3136AY6X6 277,350.96 0.35 1.03 1.84 4.42 - -
0.76 FHLMC 3.43% 1/25/2027 3137BVZ82 685,006.56 0.27 1.15 1.95 4.22 - -
0.25 FHLMC 3.347% 11/25/2026 3137BTUM1 223,887.00 0.29 0.91 1.99 4.26 - -
0.03 Ford CR Auto Owner 4.65% 2/15/2028 344928AD8 26,958.10 0.33 1.00 2.00 4.43 - -
0.03 Gm Finl Consumer 4.47% 2/16/2028 362583AD8 27,537.03 0.33 1.04 2.02 4.44 - -
0.08 Toyota Auto Rece 4.71% 2/15/2028 891941AD8 73,274.06 0.30 1.00 1.92 4.39 - -
0.06 Ford Cr Auto Owner 5.23% 5/15/2028 344930AD4 57,511.00 0.31 1.01 2.01 4.47 - -
0.04 Hyundai Auto Rec 5.48% 4/17/2028 44933XAD9 34,440.85 0.26 0.76 1.59 3.85 - -
0.05 Gm Finl Consumer 5.45% 12/18/2028 36267KAD9 40,787.14 0.34 1.06 2.01 4.54 - -
0.05 Honda Auto Receivables 2023-4 Cl A3
5.67% 6/21/2028 438123AC5 47,679.39 0.32 0.89 1.82 5.51 - -
0.26 Bank of America, 4.98% Abs-cc 11/15/
2028 -232- 05522RDH8 230,566.08 -0.16 0.89 1.60 4.12 - -
0.08 Ally Auto Receiv 5.46% 5/15/2028 02007WAC2 71,204.30 0.31 1.05 2.06 4.53 - -
0.60 Federal Home Ln Mtg 0.00% Mbs-cmo 1/
25/2029 -k518- 3137HC2L5 535,232.25 0.13 0.55 0.71 3.36 - -
0.58 Chase Issuance Trust Series 2024-A1
Class A 4.60% Due 1/16/2029 Dated 1/ 161571HV9 521,164.12 0.23 0.96 1.62 4.18 - - % Assets Name Symbol Ending Value 1 Mo (%) 3 Mo (%) YTD (%) 1 Yr (%) 3 Yr (%) 5 Yr (%)
23.17 Principal Paydown 20,832,897.31 0.23 1.01 1.37 5.95 - - 31/2024
0.58 Federal Home Ln 4.72%29 Mbs-cmo Due
5/25/2029 -- 3137HDV56 522,746.17 0.13 0.59 0.61 3.28 - -
0.68 Capital One 3.92% 9/17/2029 14041NGE5 612,975.17 0.22 0.93 1.32 3.96 - -
0.00 FHLMC Mltcl Mt 2.282% 7/25/2026 FHL2226C 351.68 0.51 1.26 2.22 4.61 - -
0.33 Fhlmc 5.18%29 Mbs-cmo Due 3/25/2029
-k520- 3137HCKV3 299,657.11 0.13 0.66 0.69 3.35 - -
0.70 American Exp Cr 5.23% 4/16/2029 02582JKH2 630,160.13 0.23 0.99 1.58 4.11 - -
0.02 Bmw Veh Owner Tr 5.47% 2/25/2028 05592XAD2 19,731.80 0.33 1.00 2.07 4.57 - -
0.47 FHLMC 1.336% 9/25/2027 3137F64P9 425,411.60 0.18 0.96 1.35 3.91 - -
0.53 FHLMC 1.77% 5/25/2028 3137H14B9 476,799.35 0.19 0.79 0.94 3.46 - -
0.72 Fhlmc 4.65%28 Mbs-cmo Due 8/25/2028
-k506- 3137HAMH6 651,175.40 0.46 1.94 3.05 7.44 - -
0.15 Fhlmc 5.272%28 Mbs-cmo Due 8/25/
2028 -kj47- 3137HAMN3 137,693.19 0.21 0.93 1.62 5.35 - -
0.73 Fhlmc 4.74%28 Mbs-cmo Due 8/25/2028
-k508- 3137HAQ74 652,336.43 0.13 0.55 0.93 3.37 - -
0.67 Fhlmc 4.85%28 Mbs-cmo Due 9/25/2028
-k509- 3137HAST4 603,516.30 0.13 0.51 0.83 3.36 - -
0.26 Fhlmc 5.069%28 Mbs-cmo Due 10/25/
2028 -k510- 3137HB3D4 237,458.10 0.13 0.94 1.02 3.40 - -
0.40 Fhlmc 4.86%28 Mbs-cmo Due 10/25/
2028 -k511- 3137HB3G7 362,289.46 0.13 0.64 0.65 3.35 - -
0.27 FHLMC 5.00% 28 Mbs-cmo Due 11/25/
2028 -k512- 3137HBCF9 246,338.49 0.13 0.40 0.90 3.54 - -
0.73 Fhlmc 4.803%29 Mbs-cmo Due 5/25/
2029 -k522- 3137HDJJ0 660,978.23 -0.39 0.46 0.64 3.31 - -
0.55 Fhlmc 4.543%29 Mbs-cmo Due 7/25/
2029 -k526- 3137HDXL9 495,548.11 0.13 0.59 0.60 3.29 - -
0.22 Fhlmc 4.508%29 Mbs-cmo Due 7/25/
2029 -k528- 3137HFNZ4 195,028.65 0.13 0.59 0.60 3.28 - -
0.35 Fhlmc 4.791%29 Mbs-cmo Due 9/25/
2029 -k529- 3137HH6C0 312,496.52 0.13 0.59 0.59 3.24 - -
0.55 Fhlmc 4.792%29 Mbs-cmo Due 9/25/
2029 -k530- 3137HHJL6 499,025.74 0.13 0.59 0.58 1.61 - -
0.17 Gm Financial Consumer 4.40% 8/16/
2029 38014AAD3 152,924.44 0.22 0.92 1.52 4.23 - -
0.00 Mercedes Benz Auto Receivables 5.21% 58768PAC8 1,159.98 0.26 0.92 1.99 4.32 - - % Assets Name Symbol Ending Value 1 Mo (%) 3 Mo (%) YTD (%) 1 Yr (%) 3 Yr (%) 5 Yr (%)
23.17 Principal Paydown 20,832,897.31 0.23 1.01 1.37 5.95 - - 8/16/2027
0.26 Wf Card Issuance 4.29% 10/15/2029 92970QAE5 235,212.28 0.21 0.87 1.30 3.98 - -
0.21 Federal Ntnl Mo 3.061%27 Mbs-cmo Due
6/25/2027 -17m12- 3136AX7E9 188,315.64 0.27 0.94 1.75 4.42 - -
0.56 Federal National 4.19% 7/25/2028 3136BQDE6 500,749.87 0.15 0.72 1.09 3.62 - -
0.81 Honda Auto Receiv 4.15% 10/15/2029 437921AD1 727,523.63 0.22 0.94 1.43 3.86 - -
0.27 American Express 4.28%30 Mbs-mbs
Due 4/15/2030 -- 02582JKP4 240,949.32 0.25 0.75 0.97 3.70 - -
2.00 FHLMC Rr0002 5.00% 40 Due 6/1/2040 3142JCAC4 1,800,640.75 0.28 1.30 1.44 - - -
0.35 Verizon Master Tr 4.40% 6/20/2031 92348KEF6 317,067.81 -0.06 0.64 0.54 -1.05 - -
2.16 FHLMC 4.50% 6/1/2040 3142JCAB6 1,940,916.75 0.28 1.08 1.05 - - -
2.08 Fhlmc 5.00% 8/1/2040 3142JCAT7 1,872,364.00 0.28 1.29 1.36 - - -
1.04 FHLM 4.50% 2/1/2041 3142JCB74 932,555.40 0.28 1.19 0.81 - - -
38.60 Treasury Bond 34,714,292.39 0.10 0.62 0.69 3.00 - - - ICE BofA 1-3 Year US Treasuries - 0.07 0.60 0.67 2.88 - - - ICE BofA 1-5 Year US Treasuries - 0.07 0.55 0.42 2.65 - - -
ICE BofA 1-3 Year US Government and
Corporate - 0.10 0.73 0.80 3.13 - -
-
ICE BofA 1-5 Year US Government and
Corporate - 0.09 0.75 0.58 3.00 - -
5.04 US Treasury Note 2.25% 2/15/2027 912828V98 4,535,209.65 0.22 0.86 1.45 3.72 - -
0.66 US Treasury Note W-2027 2.50% 3/31/
2027 91282CEF4 593,320.26 0.18 0.84 1.39 3.62 - -
0.36 US Treasury Note 2.75% 4/30/2027 91282CEN7 321,496.08 0.16 0.79 1.28 3.53 - -
0.80 US Treasury Note 2.625% 5/31/2027 91282CET4 715,427.68 0.15 0.81 1.20 3.46 - -
0.83 US Treasury Note 3.25% 6/30/2027 91282CEW7 743,730.45 0.14 0.81 1.14 3.37 - -
0.87 US Treasury Note 3.25% 6/30/2029 91282CEV9 779,500.00 0.05 0.43 0.19 2.56 - -
0.69 US Treasury Note 3.875% 11/30/2027 91282CFZ9 622,607.38 0.10 0.71 0.82 3.12 - -
3.54 US Treasury Note 3.875% 12/31/2027 91282CGC9 3,186,624.96 0.09 0.67 0.76 3.03 - -
2.20 US Treasury Note 3.50% 1/31/2028 91282CGH8 1,979,687.40 0.07 0.64 0.71 3.02 - -
1.89 US Treasury Note 4.00% 2/29/2028 91282CGP0 1,695,550.76 0.08 0.62 0.66 2.97 - -
1.11 US Treasury Note 4.00% 2/28/2030 91282CGQ8 994,101.50 0.08 0.47 0.06 2.36 - - % Assets Name Symbol Ending Value 1 Mo (%) 3 Mo (%) YTD (%) 1 Yr (%) 3 Yr (%) 5 Yr (%)
38.60 Treasury Bond 34,714,292.39 0.10 0.62 0.69 3.00 - -
1.10 US Treasury Note 3.625% 5/31/2028 91282CHE4 990,156.20 0.06 0.57 0.55 2.87 - -
0.48 US Treasury Note 4.625% 9/30/2028 91282CJA0 429,083.95 0.05 0.49 0.41 2.74 - -
0.28 US Treasury Note 4.375% 11/30/2028 91282CJN2 251,142.58 0.04 0.47 0.34 2.68 - -
1.76 US Treasury Note 3.75% 12/31/2028 91282CJR3 1,584,124.96 0.05 0.45 0.31 2.67 - -
0.72 US Treasury Note 4.25% 2/28/2029 91282CKD2 651,345.70 0.06 0.45 0.25 2.62 - -
2.30 US Treasury Note 4.125% 3/31/2029 91282CKG5 2,072,730.37 0.06 0.42 0.24 2.62 - -
0.67 US Treasury Note 4.50% 5/15/2027 91282CKR1 601,968.72 - - -0.02 - - -
1.35 US Treasury Note 4.50% 5/31/2029 91282CKT7 1,210,921.80 0.08 0.46 0.24 2.60 - -
1.28 US Treasury Note 4.25% 6/30/2029 91282CKX8 1,152,695.26 0.07 0.45 0.21 2.57 - -
0.78 US Treasury Note 4.375% 7/15/2027 91282CKZ3 701,777.30 0.14 0.81 1.10 3.38 - -
1.66 US Treasury Note 3.75% 8/15/2027 91282CLG4 1,493,613.15 0.13 0.79 1.01 3.30 - -
0.65 US Treasury Note 3.50% 9/30/2029 91282CLN9 587,882.76 0.07 0.44 0.15 2.51 - -
0.56 US Treasury Note 4.125% 10/31/2029 91282CLR0 499,199.20 0.07 0.46 0.14 2.48 - -
2.00 US Treasury Note 4.125% 11/30/2029 91282CMA6 1,797,328.08 0.07 0.46 0.15 2.46 - -
0.95 US Treasury Note 4.375% 12/31/2029 91282CMD0 855,578.13 0.09 0.48 0.14 2.48 - -
1.11 US Treasury Note 3.875% 3/15/2028 91282CMS7 995,312.50 0.07 0.59 0.64 2.92 - -
1.65 US Treasury Note 3.375% 2/29/2028 91282CQB0 1,481,308.50 0.07 0.59 0.49 - - -
0.55 US Treasury Note 3.875% 4/30/2031 91282CQK0 492,890.60 0.06 - 0.75 - - -
0.78 US Treasury Note 4.00% 5/31/2028 91282CQS3 697,976.51 - - 0.15 - - - Total 89,932,077.49 0.18 0.81 0.96 3.96 - -
City of Santa Fe Springs - MM & CD 98535216 Gov Cash - CD/MM Performance Details Date Range Methodology Report Currency 4/1/2026 to 6/30/2026 TWR US Dollar
% Assets Name Symbol Ending Value 1 Mo (%) 3 Mo (%) YTD (%) 1 Yr (%) 3 Yr (%) 5 Yr (%)
0.00 Cash 0.04 0.00 0.00 0.00 0.00 - -
- ICE BofA 1-3 Year US Treasuries - 0.07 0.60 0.67 2.88 - - - ICE BofA 1-5 Year US Treasuries - 0.07 0.55 0.42 2.65 - - -
ICE BofA 1-3 Year US Government and
Corporate - 0.10 0.73 0.80 3.13 - -
-
ICE BofA 1-5 Year US Government and
Corporate - 0.09 0.75 0.58 3.00 - -
0.00 Schwab Bank Sweep SchwabCash 0.04 0.00 0.00 0.00 0.00 - - 100.00 CD 1,027,168.75 0.32 1.03 1.72 4.10 - -
- ICE BofA 1-3 Year US Treasuries - 0.07 0.60 0.67 2.88 - - - ICE BofA 1-5 Year US Treasuries - 0.07 0.55 0.42 2.65 - - -
ICE BofA 1-3 Year US Government and
Corporate - 0.10 0.73 0.80 3.13 - -
-
ICE BofA 1-5 Year US Government and
Corporate - 0.09 0.75 0.58 3.00 - -
51.21 Credit Agricole 4.76% 2/1/2027 22536DWD6 526,023.75 0.31 1.10 1.69 4.15 - -
48.79 Natixis New Yor 5.61% 9/18/2026 63873QP65 501,145.00 0.34 0.96 1.74 4.06 - - Total 1,027,168.79 0.34 1.03 1.72 4.08 - -
2 Accounts
Client Position Summary by Account Date Range Report Currency 4/1/2026 to 6/30/2026 US Dollar
Name Account/Security Type Unit Cost Price Quantity Market Value % Assets Client Aggregate - - - 90,959,246.28 100.00
Wf Card Issuance Ser Cl A 4.94% 2/15/2029 Bond 1.00 1.00 650,000.00 653,042.65 0.72 Wf Card Issuance 4.29% 10/15/2029 Bond 1.00 1.00 235,000.00 235,212.28 0.26 Wells Fargo Bank Natl Assn Note 5.45% 8/7/2026 Bond 1.00 1.00 250,000.00 249,999.00 0.27 Wells Fargo Bank 5.254% 12/11/2026 Bond 1.00 1.00 400,000.00 401,380.40 0.44 Wells Fargo & Co Medium Term 3.526% 3/24/2028 Bond 0.94 0.99 250,000.00 248,078.75 0.27 Verizon Master Tr 4.40% 6/20/2031 Bond 1.00 1.00 318,000.00 317,067.81 0.35 US Treasury Note W-2027 2.50% 3/31/2027 Bond 0.99 0.99 600,000.00 593,320.26 0.65 US Treasury Note 4.625% 9/30/2028 Bond 1.00 1.01 425,000.00 429,083.95 0.47 US Treasury Note 4.50% 5/31/2029 Bond 1.01 1.01 1,200,000.00 1,210,921.80 1.33 US Treasury Note 4.50% 5/15/2027 Bond 1.00 1.00 600,000.00 601,968.72 0.66 US Treasury Note 4.375% 7/15/2027 Bond 1.01 1.00 700,000.00 701,777.30 0.77 Asset Allocation
Asset Allocation Account
%
Bond 99.80
Money Market 0.20
100.00
Aggregated Investment Activity (1 Yr)
07/01/25 12/31/25 06/30/26
$86,000,000.00
$88,000,000.00
$90,000,000.00
$92,000,000.00
2 Accounts
Top 5 Securities for Client
Name % Aggregate
US Treasury Note 2.25% 2/15/
2027 4.99 %
US Treasury Note 3.875% 12/31/
2027 3.50 %
US Treasury Note 3.50% 1/31/
2028 2.18 %
US Treasury Note 4.125% 3/31/
2029 2.28 %
Fhlmc 4.03%28 Due 11/20/2028 2.73 %
Name Account/Security Type Unit Cost Price Quantity Market Value % Assets Client Aggregate - - - 90,959,246.28 100.00
US Treasury Note 4.375% 12/31/2029 Bond 1.00 1.01 850,000.00 855,578.13 0.94 US Treasury Note 4.375% 11/30/2028 Bond 1.01 1.00 250,000.00 251,142.58 0.28 US Treasury Note 4.25% 6/30/2029 Bond 0.99 1.00 1,150,000.00 1,152,695.26 1.27 US Treasury Note 4.25% 2/28/2029 Bond 1.00 1.00 650,000.00 651,345.70 0.72 US Treasury Note 4.125% 3/31/2029 Bond 0.98 1.00 2,075,000.00 2,072,730.37 2.28 US Treasury Note 4.125% 11/30/2029 Bond 0.99 1.00 1,800,000.00 1,797,328.08 1.98 US Treasury Note 4.125% 10/31/2029 Bond 1.00 1.00 500,000.00 499,199.20 0.55 US Treasury Note 4.00% 5/31/2028 Bond 1.00 1.00 700,000.00 697,976.51 0.77 US Treasury Note 4.00% 2/29/2028 Bond 0.99 1.00 1,700,000.00 1,695,550.76 1.86 US Treasury Note 4.00% 2/28/2030 Bond 1.00 0.99 1,000,000.00 994,101.50 1.09 US Treasury Note 3.875% 4/30/2031 Bond 0.98 0.99 500,000.00 492,890.60 0.54 US Treasury Note 3.875% 3/15/2028 Bond 1.00 1.00 1,000,000.00 995,312.50 1.09 US Treasury Note 3.875% 12/31/2027 Bond 1.01 1.00 3,200,000.00 3,186,624.96 3.50 US Treasury Note 3.875% 11/30/2027 Bond 1.00 1.00 625,000.00 622,607.38 0.68 US Treasury Note 3.75% 8/15/2027 Bond 1.00 1.00 1,500,000.00 1,493,613.15 1.64 US Treasury Note 3.75% 12/31/2028 Bond 0.99 0.99 1,600,000.00 1,584,124.96 1.74 US Treasury Note 3.625% 5/31/2028 Bond 0.98 0.99 1,000,000.00 990,156.20 1.09 US Treasury Note 3.50% 9/30/2029 Bond 1.00 0.98 600,000.00 587,882.76 0.65 US Treasury Note 3.50% 1/31/2028 Bond 0.99 0.99 2,000,000.00 1,979,687.40 2.18 US Treasury Note 3.375% 2/29/2028 Bond 0.99 0.99 1,500,000.00 1,481,308.50 1.63 US Treasury Note 3.25% 6/30/2029 Bond 0.99 0.97 800,000.00 779,500.00 0.86 US Treasury Note 3.25% 6/30/2027 Bond 0.98 0.99 750,000.00 743,730.45 0.82 US Treasury Note 2.75% 4/30/2027 Bond 0.99 0.99 325,000.00 321,496.08 0.35 US Treasury Note 2.625% 5/31/2027 Bond 0.98 0.99 725,000.00 715,427.68 0.79 US Treasury Note 2.25% 2/15/2027 Bond 0.94 0.99 4,585,000.00 4,535,209.65 4.99 University CA Revs 3.909% 5/15/2029 Bond 0.98 0.99 1,000,000.00 986,050.00 1.08 University CA 4.504% 5/15/2031 Bond 1.00 1.00 450,000.00 450,882.00 0.50 Unitedhealth Group Inc Note 4.80% 1/15/2030 Bond 1.01 1.01 750,000.00 754,764.75 0.83 Unitedhealth Group Inc Note 4.65% 1/15/2031 Bond 1.02 1.00 1,000,000.00 999,567.00 1.10 United States Bancorp Medium U S Bancorp Medium Term Nts- R Bond 1.02 1.02 500,000.00 508,631.50 0.56 Name Account/Security Type Unit Cost Price Quantity Market Value % Assets Client Aggregate - - - 90,959,246.28 100.00
5.384% 1/23/2030
Union Pac 3.95% 9/10/2028 Bond 0.99 0.99 500,000.00 495,011.50 0.54 Ubs Ag, Stamfo4.864% 28f Due 1/10/2028 Bond 1.00 1.00 250,000.00 250,523.50 0.28 U S Bancorp Medium Term Nts 0.00% 6/12/2029 Bond 1.03 1.02 500,000.00 509,907.50 0.56 Toyota Motor Cre 4.35%27 Due 10/8/2027 Bond 1.00 1.00 130,000.00 130,099.06 0.14 Toyota Auto Rece 4.71% 2/15/2028 Bond 0.27 0.27 270,000.00 73,274.06 0.08 Toyota Auto Rec Tr 5.54% 8/15/2028 Bond 0.52 0.52 130,000.00 67,932.15 0.07 Texas Instruments Inc Sr Nt 4.60% 2/8/2027 Bond 1.00 1.00 310,000.00 310,492.59 0.34 Texas Instrs Inc 4.60% 2/15/2028 Bond 1.02 1.00 115,000.00 115,500.25 0.13 Target Corp 1.95% 1/15/2027 Bond 1.00 0.99 200,000.00 197,587.40 0.22 State Str Corp Sr Nt 4.33% 10/22/2027 Bond 1.00 1.00 300,000.00 300,016.80 0.33 State Str 5.272% 8/3/2026 Bond 1.00 1.00 195,000.00 194,762.30 0.21 STATE 4.993% 3/18/2027 Bond 1.00 1.00 210,000.00 210,706.65 0.23 Schwab Charles Corp Note Call Make Whole 6.20% 11/17/2029 Bond 1.06 1.03 750,000.00 773,719.50 0.85 Schwab Bank Sweep Mutual Fund - 1.00 183,541.41 183,541.41 0.20 Salesforce, Inc. 4.65%29 Due 3/15/2029 Bond 1.00 1.00 550,000.00 549,499.50 0.60 Rio Tino Fin 4.875% 3/14/2030 Bond 1.01 1.01 750,000.00 756,348.75 0.83 Pnc Finl Svcs Gro Var 29 Due 6/12/2029 Bond 1.03 1.02 1,250,000.00 1,273,195.00 1.40 Philip Morris I 4.375%30 Due 4/30/2030 Bond 1.00 0.99 1,250,000.00 1,236,802.50 1.36 Ontario CA P 4.631% 3/1/2031 Bond 1.00 1.01 550,000.00 552,959.00 0.61 Novartis Capital Corp Note 3.80% 9/18/2029 Bond 1.00 0.98 465,000.00 456,437.49 0.50 Natixis New Yor 5.61% 9/18/2026 CD 1.00 1.00 500,000.00 501,145.00 0.55 Morgan Stanley Var 28 Due 4/13/2028 Bond 1.02 1.01 500,000.00 504,195.00 0.55 Morgan Stanley Ser I Mtn 4.21% 4/20/2028 Bond 0.99 1.00 500,000.00 499,376.50 0.55 Morgan Stanley Medium Term Note 3.125% 7/27/2026 Bond 1.06 1.00 175,000.00 174,790.53 0.19 Morgan Stanley 4.431% 1/23/2030 Bond 0.99 0.99 250,000.00 247,862.75 0.27 Mercedes Benz Auto Receivables 5.21% 8/16/2027 Bond 0.00 0.00 265,000.00 1,159.98 0.00 Mbart Remic 4.51% 11/15/2027 Bond 0.06 0.06 135,000.00 8,413.35 0.01 Mastercard Inc 4.1 4.10% 1/15/2028 Bond 1.00 1.00 160,000.00 159,503.52 0.18 Mastercard Inc 2.95% 6/1/2029 Bond 0.95 0.96 500,000.00 480,967.00 0.53 Name Account/Security Type Unit Cost Price Quantity Market Value % Assets Client Aggregate - - - 90,959,246.28 100.00
Marsh & Mclennan Cos Inc 4.375% 3/15/2029 Bond 1.00 1.00 500,000.00 497,847.50 0.55 JP Morgan Chase Bk 5.11% 12/8/2026 Bond 1.00 1.00 400,000.00 401,373.20 0.44 JP Morgan Chase & Co Sr Nt Fixed/fltg 0.00% 1/23/2030 Bond 1.01 1.01 500,000.00 503,613.00 0.55 Hyundai Auto Recs Tr Cmo 2023-C Cl 5.54% 10/16/2028 Bond 0.45 0.46 200,000.00 91,407.86 0.10 Hyundai Auto Rec Tr Ser 2024-c Cl A-3 4.42% 5/15/2029 Bond 1.00 1.00 240,000.00 240,252.00 0.26 Hyundai Auto Rec 5.48% 4/17/2028 Bond 0.25 0.25 140,000.00 34,440.85 0.04 Honda Auto Receivables 2023-4 Cl A3 5.67% 6/21/2028 Bond 0.41 0.41 115,000.00 47,679.39 0.05 Honda Auto Receiv 4.15% 10/15/2029 Bond 1.00 1.00 729,000.00 727,523.63 0.80 Home Depot Inc Note Call Make Whole 2.80% 9/14/2027 Bond 0.94 0.98 250,000.00 245,743.00 0.27 Harley-Davidson Tr Ser 2023-A Cl A-3 5.05% 12/15/2027 Bond 0.05 0.05 230,000.00 11,718.25 0.01 Harley Davidson Mtr Tr Cmo 2023-B Cl 5.69% 8/15/2028 Bond 0.33 0.33 465,000.00 155,604.07 0.17 Goldman Sachs Group Inc Note 5.049% 7/23/2030 Bond 1.02 1.01 1,250,000.00 1,256,398.75 1.38 Gm Finl Consumer 5.45% 12/18/2028 Bond 0.29 0.29 140,000.00 40,787.14 0.04 Gm Finl Consumer 4.47% 2/16/2028 Bond 0.15 0.15 180,000.00 27,537.03 0.03 Gm Financial Consumer 4.40% 8/16/2029 Bond 0.93 0.93 165,000.00 152,924.44 0.17 Gm Financial Cons Auto Rec Tr Cmo 2023-4 Cl A3 MO 5.78% 8/ 16/2028 Bond 0.40 0.40 215,000.00 86,864.06 0.10
General Dynamics Corporation 3.75% 5/15/2028 Bond 0.97 0.99 275,000.00 272,045.40 0.30 Ford Cr Auto Owner 5.23% 5/15/2028 Bond 0.29 0.29 200,000.00 57,511.00 0.06 Ford CR Auto Owner 4.65% 2/15/2028 Bond 0.15 0.15 180,000.00 26,958.10 0.03 FNMA Remic Trust 2017-M15 A2 2.959% 9/25/2027 Bond 0.65 0.69 400,000.00 277,350.96 0.30 FNMA 4.50% 3/30/2029 Bond 1.00 1.00 350,000.00 349,152.30 0.38 Fifth Third Auto Tr Ser 5.53% 8/15/2028 Bond 0.32 0.32 475,000.00 153,462.57 0.17 FHLMC Ser K-514 Cl A2 4.572% 12/25/2028 Bond 1.01 1.00 330,000.00 330,178.53 0.36 FHLMC Rr0002 5.00% 40 Due 6/1/2040 Bond 0.72 0.72 2,500,000.00 1,800,640.75 1.98 FHLMC Multifamily Structured P Ser K065 Cl A2 *24 Day Delay
3.243% 4/25/2027 Bond 0.96 0.99 600,000.00 594,669.18 0.65 FHLMC Mltcl Mt 2.282% 7/25/2026 Bond 0.00 0.00 400,000.00 351.68 0.00 Fhlmc 5.272%28 Mbs-cmo Due 8/25/2028 -kj47- Bond 0.48 0.48 285,000.00 137,693.19 0.15 Fhlmc 5.18%29 Mbs-cmo Due 3/25/2029 -k520- Bond 1.00 1.02 295,000.00 299,657.11 0.33 Fhlmc 5.069%28 Mbs-cmo Due 10/25/2028 -k510- Bond 1.00 1.01 235,000.00 237,458.10 0.26 Name Account/Security Type Unit Cost Price Quantity Market Value % Assets Client Aggregate - - - 90,959,246.28 100.00
Fhlmc 5.00% 8/1/2040 Bond 0.76 0.75 2,500,000.00 1,872,364.00 2.06 FHLMC 5.00% 28 Mbs-cmo Due 11/25/2028 -k512- Bond 0.93 0.93 265,000.00 246,338.49 0.27 Fhlmc 4.86%28 Mbs-cmo Due 10/25/2028 -k511- Bond 1.00 1.01 360,000.00 362,289.46 0.40 Fhlmc 4.85%28 Mbs-cmo Due 9/25/2028 -k509- Bond 0.98 1.01 600,000.00 603,516.30 0.66 FHLMC 4.819% 6/25/2028 Bond 1.01 1.00 700,000.00 703,324.37 0.77 Fhlmc 4.803%29 Mbs-cmo Due 5/25/2029 -k522- Bond 0.97 0.98 675,000.00 660,978.23 0.73 Fhlmc 4.792%29 Mbs-cmo Due 9/25/2029 -k530- Bond 1.01 1.01 495,000.00 499,025.74 0.55 Fhlmc 4.791%29 Mbs-cmo Due 9/25/2029 -k529- Bond 1.02 1.01 310,000.00 312,496.52 0.34 Fhlmc 4.74%28 Mbs-cmo Due 8/25/2028 -k508- Bond 0.98 1.00 650,000.00 652,336.43 0.72 Fhlmc 4.65%28 Mbs-cmo Due 8/25/2028 -k506- Bond 0.99 1.00 650,000.00 651,175.40 0.72 Fhlmc 4.543%29 Mbs-cmo Due 7/25/2029 -k526- Bond 1.01 1.00 495,000.00 495,548.11 0.54 Fhlmc 4.508%29 Mbs-cmo Due 7/25/2029 -k528- Bond 1.02 1.00 195,000.00 195,028.65 0.21 FHLMC 4.50% 6/1/2040 Bond 0.79 0.78 2,500,000.00 1,940,916.75 2.13 Fhlmc 4.03%28 Due 11/20/2028 Bond 1.00 0.99 2,500,000.00 2,479,927.50 2.73 FHLMC 3.43% 1/25/2027 Bond 0.96 0.98 700,000.00 685,006.56 0.75 FHLMC 3.347% 11/25/2026 Bond 0.91 0.93 240,000.00 223,887.00 0.25 FHLMC 2.653% 9/25/2049 Bond 0.79 0.82 450,000.00 371,152.49 0.41 FHLMC 2.57% 7/25/2026 Bond 0.20 0.21 300,000.00 62,379.30 0.07 FHLMC 1.77% 5/25/2028 Bond 0.88 0.95 500,000.00 476,799.35 0.52 FHLMC 1.336% 9/25/2027 Bond 0.90 0.95 450,000.00 425,411.60 0.47 FHLM 4.50% 2/1/2041 Bond 0.94 0.93 1,000,000.00 932,555.40 1.03 Federal Ntnl Mo 3.061%27 Mbs-cmo Due 6/25/2027 -17m12- Bond 0.44 0.47 400,000.00 188,315.64 0.21 Federal National 4.19% 7/25/2028 Bond 0.88 0.91 550,000.00 500,749.87 0.55 Federal Home Ln Mtg 0.00% Mbs-cmo 1/25/2029 -k518- Bond 1.05 1.02 525,000.00 535,232.25 0.59 Federal Home Ln 4.72%29 Mbs-cmo Due 5/25/2029 -- Bond 1.01 1.01 520,000.00 522,746.17 0.57 Enterprise Prods Oper LLC 2.80% 1/31/2030 Bond 0.93 0.94 500,000.00 470,388.50 0.52 Eli Lilly & Co Note Call Make Whole 4.50% 2/9/2027 Bond 1.00 1.00 270,000.00 270,665.55 0.30 Deere John Capital Corp Mtn 2.35% 3/8/2027 Bond 1.00 0.99 125,000.00 123,408.13 0.14 Deere John Cap Corp Medium Term 5.15% 9/8/2026 Bond 1.00 1.00 300,000.00 300,508.50 0.33 Credit Agricole 4.76% 2/1/2027 CD 1.00 1.00 525,000.00 526,023.75 0.58 Name Account/Security Type Unit Cost Price Quantity Market Value % Assets Client Aggregate - - - 90,959,246.28 100.00
Conocophillips Co 4.7 4.70% 1/15/2030 Bond 1.00 1.00 750,000.00 752,220.00 0.83 Citigroup 1/10/2028 Bond 0.95 0.99 175,000.00 174,043.10 0.19 Citibank Credit C 4.30% 6/21/2030 Bond 1.00 1.00 365,000.00 364,493.09 0.40 Citibank 5.488% 12/4/2026 Bond 1.00 1.00 250,000.00 251,193.25 0.28 CISCO SYS INC 4.80% 2/26/2027 Bond 1.00 1.00 305,000.00 306,101.05 0.34 Chase Issuance Trust Series 2024-A1 Class A 4.60% Due 1/16/ 2029 Dated 1/31/2024 Bond 1.00 1.00 520,000.00 521,164.12 0.57 Capital One 3.92% 9/17/2029 Bond 1.00 1.00 615,000.00 612,975.17 0.67 California St 4.846% 3/1/2027 Bond 1.00 1.00 265,000.00 266,152.75 0.29 Broadcom Inc 4.20% 10/15/2030 Bond 0.99 0.98 750,000.00 735,388.50 0.81 Bp Cap Mkts Amer Inc Note Call Make Whole 5.017% 11/17/2027 Bond 1.00 1.01 380,000.00 383,222.02 0.42 Board Trustees 4.146%30 Due 8/1/2030 Bond 1.00 0.99 1,000,000.00 989,446.00 1.09 Bmw Veh Owner Tr 5.47% 2/25/2028 Bond 0.17 0.17 115,000.00 19,731.80 0.02 Bank of America, 4.98% Abs-cc 11/15/2028 -232- Bond 1.00 1.00 230,000.00 230,566.08 0.25 Bank Of America Corp Sr Unsecured 0.00% 9/15/2029 Bond 1.04 1.02 500,000.00 510,693.50 0.56 Bank Of America Corp Note Call Make Whole 1.73% 7/22/2027 Bond 0.96 1.00 500,000.00 499,374.00 0.55 Bank Of America 5.526% Due 8/18/2026 Bond 1.00 1.00 450,000.00 450,556.20 0.50 Bank New York Mel 3.30% 8/23/2029 Bond 0.95 0.96 750,000.00 719,701.50 0.79 Bank Amer Corp Sr Glbl Nt 3.419% 12/20/2028 Bond 0.97 0.98 500,000.00 491,927.00 0.54 BAA-Jp Morgan Chase Bk NA 3.54% 5/1/2028 Bond 0.94 0.99 250,000.00 247,709.50 0.27 Astrazeneca Fin L 4.80% 2/26/2027 Bond 1.00 1.00 175,000.00 175,650.83 0.19 Apple Inc Note Call Make Whole 3.20% 5/11/2027 Bond 0.99 0.99 250,000.00 247,835.75 0.27 American Honda Fin Corp Med 2.35% 1/8/2027 Bond 0.92 0.99 250,000.00 247,442.75 0.27 American Honda F 5.25% Due 7/7/2026 Bond 1.00 1.00 155,000.00 155,013.95 0.17 American Express Company 0.000 7/26/2028 Bond 1.00 1.00 70,000.00 70,343.00 0.08 American Express Co Nt Fixed/Fltg 5.282% 7/27/2029 Bond 1.02 1.01 500,000.00 506,085.50 0.56 American Express 4.28%30 Mbs-mbs Due 4/15/2030 -- Bond 1.00 1.00 241,000.00 240,949.32 0.26 American Exp Cr 5.23% 4/16/2029 Bond 1.00 1.01 625,000.00 630,160.13 0.69 Altria Group Inc 6.20% 11/1/2028 Bond 1.05 1.03 500,000.00 517,330.00 0.57 Ally Auto Receiv 5.46% 5/15/2028 Bond 0.28 0.28 250,000.00 71,204.30 0.08 Name Account/Security Type Unit Cost Price Quantity Market Value % Assets Client Aggregate - - - 90,959,246.28 100.00
Abbott Laboratori 4.00% 3/15/2031 Bond 0.97 0.97 500,000.00 486,534.00 0.53 Name Account Number Mgmt. Style Account/Security Type Unit Cost Price Quantity Market Value % Assets City of Santa Fe Springs - BR 47275745 Gov SMA - - - 89,932,077.49 100.00 Wf Card Issuance Ser Cl A 4.94% 2/15/2029 Bond 1.00 1.00 650,000.00 653,042.65 0.73 Wf Card Issuance 4.29% 10/15/2029 Bond 1.00 1.00 235,000.00 235,212.28 0.26 Wells Fargo Bank Natl Assn Note 5.45% 8/7/2026 Bond 1.00 1.00 250,000.00 249,999.00 0.28 Wells Fargo Bank 5.254% 12/11/2026 Bond 1.00 1.00 400,000.00 401,380.40 0.45 Wells Fargo & Co Medium Term 3.526% 3/24/2028 Bond 0.94 0.99 250,000.00 248,078.75 0.28 Verizon Master Tr 4.40% 6/20/2031 Bond 1.00 1.00 318,000.00 317,067.81 0.35 US Treasury Note W-2027 2.50% 3/31/2027 Bond 0.99 0.99 600,000.00 593,320.26 0.66 US Treasury Note 4.625% 9/30/2028 Bond 1.00 1.01 425,000.00 429,083.95 0.48 US Treasury Note 4.50% 5/31/2029 Bond 1.01 1.01 1,200,000.00 1,210,921.80 1.35 US Treasury Note 4.50% 5/15/2027 Bond 1.00 1.00 600,000.00 601,968.72 0.67 US Treasury Note 4.375% 7/15/2027 Bond 1.01 1.00 700,000.00 701,777.30 0.78 US Treasury Note 4.375% 12/31/2029 Bond 1.00 1.01 850,000.00 855,578.13 0.95 US Treasury Note 4.375% 11/30/2028 Bond 1.01 1.00 250,000.00 251,142.58 0.28 US Treasury Note 4.25% 6/30/2029 Bond 0.99 1.00 1,150,000.00 1,152,695.26 1.28 US Treasury Note 4.25% 2/28/2029 Bond 1.00 1.00 650,000.00 651,345.70 0.72 US Treasury Note 4.125% 3/31/2029 Bond 0.98 1.00 2,075,000.00 2,072,730.37 2.30 US Treasury Note 4.125% 11/30/2029 Bond 0.99 1.00 1,800,000.00 1,797,328.08 2.00 US Treasury Note 4.125% 10/31/2029 Bond 1.00 1.00 500,000.00 499,199.20 0.56 US Treasury Note 4.00% 5/31/2028 Bond 1.00 1.00 700,000.00 697,976.51 0.78 US Treasury Note 4.00% 2/29/2028 Bond 0.99 1.00 1,700,000.00 1,695,550.76 1.89 US Treasury Note 4.00% 2/28/2030 Bond 1.00 0.99 1,000,000.00 994,101.50 1.11 US Treasury Note 3.875% 4/30/2031 Bond 0.98 0.99 500,000.00 492,890.60 0.55 US Treasury Note 3.875% 3/15/2028 Bond 1.00 1.00 1,000,000.00 995,312.50 1.11 US Treasury Note 3.875% 12/31/2027 Bond 1.01 1.00 3,200,000.00 3,186,624.96 3.54 US Treasury Note 3.875% 11/30/2027 Bond 1.00 1.00 625,000.00 622,607.38 0.69 Name Account Number Mgmt. Style Account/Security Type Unit Cost Price Quantity Market Value % Assets City of Santa Fe Springs - BR 47275745 Gov SMA - - - 89,932,077.49 100.00 US Treasury Note 3.75% 8/15/2027 Bond 1.00 1.00 1,500,000.00 1,493,613.15 1.66 US Treasury Note 3.75% 12/31/2028 Bond 0.99 0.99 1,600,000.00 1,584,124.96 1.76 US Treasury Note 3.625% 5/31/2028 Bond 0.98 0.99 1,000,000.00 990,156.20 1.10 US Treasury Note 3.50% 9/30/2029 Bond 1.00 0.98 600,000.00 587,882.76 0.65 US Treasury Note 3.50% 1/31/2028 Bond 0.99 0.99 2,000,000.00 1,979,687.40 2.20 US Treasury Note 3.375% 2/29/2028 Bond 0.99 0.99 1,500,000.00 1,481,308.50 1.65 US Treasury Note 3.25% 6/30/2029 Bond 0.99 0.97 800,000.00 779,500.00 0.87 US Treasury Note 3.25% 6/30/2027 Bond 0.98 0.99 750,000.00 743,730.45 0.83 US Treasury Note 2.75% 4/30/2027 Bond 0.99 0.99 325,000.00 321,496.08 0.36 US Treasury Note 2.625% 5/31/2027 Bond 0.98 0.99 725,000.00 715,427.68 0.80 US Treasury Note 2.25% 2/15/2027 Bond 0.94 0.99 4,585,000.00 4,535,209.65 5.04 University CA Revs 3.909% 5/15/2029 Bond 0.98 0.99 1,000,000.00 986,050.00 1.10 University CA 4.504% 5/15/2031 Bond 1.00 1.00 450,000.00 450,882.00 0.50 Unitedhealth Group Inc Note 4.80% 1/15/2030 Bond 1.01 1.01 750,000.00 754,764.75 0.84 Unitedhealth Group Inc Note 4.65% 1/15/2031 Bond 1.02 1.00 1,000,000.00 999,567.00 1.11 United States Bancorp Medium U S Bancorp Medium
Term Nts- R 5.384% 1/23/2030 Bond 1.02 1.02 500,000.00 508,631.50 0.57 Union Pac 3.95% 9/10/2028 Bond 0.99 0.99 500,000.00 495,011.50 0.55 Ubs Ag, Stamfo4.864% 28f Due 1/10/2028 Bond 1.00 1.00 250,000.00 250,523.50 0.28 U S Bancorp Medium Term Nts 0.00% 6/12/2029 Bond 1.03 1.02 500,000.00 509,907.50 0.57 Toyota Motor Cre 4.35%27 Due 10/8/2027 Bond 1.00 1.00 130,000.00 130,099.06 0.14 Toyota Auto Rece 4.71% 2/15/2028 Bond 0.27 0.27 270,000.00 73,274.06 0.08 Toyota Auto Rec Tr 5.54% 8/15/2028 Bond 0.52 0.52 130,000.00 67,932.15 0.08 Texas Instruments Inc Sr Nt 4.60% 2/8/2027 Bond 1.00 1.00 310,000.00 310,492.59 0.35 Texas Instrs Inc 4.60% 2/15/2028 Bond 1.02 1.00 115,000.00 115,500.25 0.13 Target Corp 1.95% 1/15/2027 Bond 1.00 0.99 200,000.00 197,587.40 0.22 State Str Corp Sr Nt 4.33% 10/22/2027 Bond 1.00 1.00 300,000.00 300,016.80 0.33 State Str 5.272% 8/3/2026 Bond 1.00 1.00 195,000.00 194,762.30 0.22 STATE 4.993% 3/18/2027 Bond 1.00 1.00 210,000.00 210,706.65 0.23 Schwab Charles Corp Note Call Make Whole 6.20% 11/
17/2029 Bond 1.06 1.03 750,000.00 773,719.50 0.86
Name Account Number Mgmt. Style Account/Security Type Unit Cost Price Quantity Market Value % Assets City of Santa Fe Springs - BR 47275745 Gov SMA - - - 89,932,077.49 100.00 Schwab Bank Sweep Mutual Fund - 1.00 183,541.37 183,541.37 0.20 Salesforce, Inc. 4.65%29 Due 3/15/2029 Bond 1.00 1.00 550,000.00 549,499.50 0.61 Rio Tino Fin 4.875% 3/14/2030 Bond 1.01 1.01 750,000.00 756,348.75 0.84 Pnc Finl Svcs Gro Var 29 Due 6/12/2029 Bond 1.03 1.02 1,250,000.00 1,273,195.00 1.42 Philip Morris I 4.375%30 Due 4/30/2030 Bond 1.00 0.99 1,250,000.00 1,236,802.50 1.38 Ontario CA P 4.631% 3/1/2031 Bond 1.00 1.01 550,000.00 552,959.00 0.61 Novartis Capital Corp Note 3.80% 9/18/2029 Bond 1.00 0.98 465,000.00 456,437.49 0.51 Morgan Stanley Var 28 Due 4/13/2028 Bond 1.02 1.01 500,000.00 504,195.00 0.56 Morgan Stanley Ser I Mtn 4.21% 4/20/2028 Bond 0.99 1.00 500,000.00 499,376.50 0.56 Morgan Stanley Medium Term Note 3.125% 7/27/2026 Bond 1.06 1.00 175,000.00 174,790.53 0.19 Morgan Stanley 4.431% 1/23/2030 Bond 0.99 0.99 250,000.00 247,862.75 0.28 Mercedes Benz Auto Receivables 5.21% 8/16/2027 Bond 0.00 0.00 265,000.00 1,159.98 0.00 Mbart Remic 4.51% 11/15/2027 Bond 0.06 0.06 135,000.00 8,413.35 0.01 Mastercard Inc 4.1 4.10% 1/15/2028 Bond 1.00 1.00 160,000.00 159,503.52 0.18 Mastercard Inc 2.95% 6/1/2029 Bond 0.95 0.96 500,000.00 480,967.00 0.53 Marsh & Mclennan Cos Inc 4.375% 3/15/2029 Bond 1.00 1.00 500,000.00 497,847.50 0.55 JP Morgan Chase Bk 5.11% 12/8/2026 Bond 1.00 1.00 400,000.00 401,373.20 0.45 JP Morgan Chase & Co Sr Nt Fixed/fltg 0.00% 1/23/2030 Bond 1.01 1.01 500,000.00 503,613.00 0.56 Hyundai Auto Recs Tr Cmo 2023-C Cl 5.54% 10/16/2028 Bond 0.45 0.46 200,000.00 91,407.86 0.10 Hyundai Auto Rec Tr Ser 2024-c Cl A-3 4.42% 5/15/2029 Bond 1.00 1.00 240,000.00 240,252.00 0.27 Hyundai Auto Rec 5.48% 4/17/2028 Bond 0.25 0.25 140,000.00 34,440.85 0.04 Honda Auto Receivables 2023-4 Cl A3 5.67% 6/21/2028 Bond 0.41 0.41 115,000.00 47,679.39 0.05 Honda Auto Receiv 4.15% 10/15/2029 Bond 1.00 1.00 729,000.00 727,523.63 0.81 Home Depot Inc Note Call Make Whole 2.80% 9/14/2027 Bond 0.94 0.98 250,000.00 245,743.00 0.27 Harley-Davidson Tr Ser 2023-A Cl A-3 5.05% 12/15/2027 Bond 0.05 0.05 230,000.00 11,718.25 0.01 Harley Davidson Mtr Tr Cmo 2023-B Cl 5.69% 8/15/2028 Bond 0.33 0.33 465,000.00 155,604.07 0.17 Goldman Sachs Group Inc Note 5.049% 7/23/2030 Bond 1.02 1.01 1,250,000.00 1,256,398.75 1.40 Gm Finl Consumer 5.45% 12/18/2028 Bond 0.29 0.29 140,000.00 40,787.14 0.05 Gm Finl Consumer 4.47% 2/16/2028 Bond 0.15 0.15 180,000.00 27,537.03 0.03 Gm Financial Consumer 4.40% 8/16/2029 Bond 0.93 0.93 165,000.00 152,924.44 0.17 Name Account Number Mgmt. Style Account/Security Type Unit Cost Price Quantity Market Value % Assets City of Santa Fe Springs - BR 47275745 Gov SMA - - - 89,932,077.49 100.00 Gm Financial Cons Auto Rec Tr Cmo 2023-4 Cl A3 MO
5.78% 8/16/2028 Bond 0.40 0.40 215,000.00 86,864.06 0.10 General Dynamics Corporation 3.75% 5/15/2028 Bond 0.97 0.99 275,000.00 272,045.40 0.30 Ford Cr Auto Owner 5.23% 5/15/2028 Bond 0.29 0.29 200,000.00 57,511.00 0.06 Ford CR Auto Owner 4.65% 2/15/2028 Bond 0.15 0.15 180,000.00 26,958.10 0.03 FNMA Remic Trust 2017-M15 A2 2.959% 9/25/2027 Bond 0.65 0.69 400,000.00 277,350.96 0.31 FNMA 4.50% 3/30/2029 Bond 1.00 1.00 350,000.00 349,152.30 0.39 Fifth Third Auto Tr Ser 5.53% 8/15/2028 Bond 0.32 0.32 475,000.00 153,462.57 0.17 FHLMC Ser K-514 Cl A2 4.572% 12/25/2028 Bond 1.01 1.00 330,000.00 330,178.53 0.37 FHLMC Rr0002 5.00% 40 Due 6/1/2040 Bond 0.72 0.72 2,500,000.00 1,800,640.75 2.00 FHLMC Multifamily Structured P Ser K065 Cl A2 *24 Day
Delay 3.243% 4/25/2027 Bond 0.96 0.99 600,000.00 594,669.18 0.66 FHLMC Mltcl Mt 2.282% 7/25/2026 Bond 0.00 0.00 400,000.00 351.68 0.00 Fhlmc 5.272%28 Mbs-cmo Due 8/25/2028 -kj47- Bond 0.48 0.48 285,000.00 137,693.19 0.15 Fhlmc 5.18%29 Mbs-cmo Due 3/25/2029 -k520- Bond 1.00 1.02 295,000.00 299,657.11 0.33 Fhlmc 5.069%28 Mbs-cmo Due 10/25/2028 -k510- Bond 1.00 1.01 235,000.00 237,458.10 0.26 Fhlmc 5.00% 8/1/2040 Bond 0.76 0.75 2,500,000.00 1,872,364.00 2.08 FHLMC 5.00% 28 Mbs-cmo Due 11/25/2028 -k512- Bond 0.93 0.93 265,000.00 246,338.49 0.27 Fhlmc 4.86%28 Mbs-cmo Due 10/25/2028 -k511- Bond 1.00 1.01 360,000.00 362,289.46 0.40 Fhlmc 4.85%28 Mbs-cmo Due 9/25/2028 -k509- Bond 0.98 1.01 600,000.00 603,516.30 0.67 FHLMC 4.819% 6/25/2028 Bond 1.01 1.00 700,000.00 703,324.37 0.78 Fhlmc 4.803%29 Mbs-cmo Due 5/25/2029 -k522- Bond 0.97 0.98 675,000.00 660,978.23 0.73 Fhlmc 4.792%29 Mbs-cmo Due 9/25/2029 -k530- Bond 1.01 1.01 495,000.00 499,025.74 0.55 Fhlmc 4.791%29 Mbs-cmo Due 9/25/2029 -k529- Bond 1.02 1.01 310,000.00 312,496.52 0.35 Fhlmc 4.74%28 Mbs-cmo Due 8/25/2028 -k508- Bond 0.98 1.00 650,000.00 652,336.43 0.73 Fhlmc 4.65%28 Mbs-cmo Due 8/25/2028 -k506- Bond 0.99 1.00 650,000.00 651,175.40 0.72 Fhlmc 4.543%29 Mbs-cmo Due 7/25/2029 -k526- Bond 1.01 1.00 495,000.00 495,548.11 0.55 Fhlmc 4.508%29 Mbs-cmo Due 7/25/2029 -k528- Bond 1.02 1.00 195,000.00 195,028.65 0.22 FHLMC 4.50% 6/1/2040 Bond 0.79 0.78 2,500,000.00 1,940,916.75 2.16 Fhlmc 4.03%28 Due 11/20/2028 Bond 1.00 0.99 2,500,000.00 2,479,927.50 2.76 FHLMC 3.43% 1/25/2027 Bond 0.96 0.98 700,000.00 685,006.56 0.76 Name Account Number Mgmt. Style Account/Security Type Unit Cost Price Quantity Market Value % Assets City of Santa Fe Springs - BR 47275745 Gov SMA - - - 89,932,077.49 100.00 FHLMC 3.347% 11/25/2026 Bond 0.91 0.93 240,000.00 223,887.00 0.25 FHLMC 2.653% 9/25/2049 Bond 0.79 0.82 450,000.00 371,152.49 0.41 FHLMC 2.57% 7/25/2026 Bond 0.20 0.21 300,000.00 62,379.30 0.07 FHLMC 1.77% 5/25/2028 Bond 0.88 0.95 500,000.00 476,799.35 0.53 FHLMC 1.336% 9/25/2027 Bond 0.90 0.95 450,000.00 425,411.60 0.47 FHLM 4.50% 2/1/2041 Bond 0.94 0.93 1,000,000.00 932,555.40 1.04 Federal Ntnl Mo 3.061%27 Mbs-cmo Due 6/25/2027
-17m12- Bond 0.44 0.47 400,000.00 188,315.64 0.21
Federal National 4.19% 7/25/2028 Bond 0.88 0.91 550,000.00 500,749.87 0.56 Federal Home Ln Mtg 0.00% Mbs-cmo 1/25/2029 -k518- Bond 1.05 1.02 525,000.00 535,232.25 0.60 Federal Home Ln 4.72%29 Mbs-cmo Due 5/25/2029 -- Bond 1.01 1.01 520,000.00 522,746.17 0.58 Enterprise Prods Oper LLC 2.80% 1/31/2030 Bond 0.93 0.94 500,000.00 470,388.50 0.52 Eli Lilly & Co Note Call Make Whole 4.50% 2/9/2027 Bond 1.00 1.00 270,000.00 270,665.55 0.30 Deere John Capital Corp Mtn 2.35% 3/8/2027 Bond 1.00 0.99 125,000.00 123,408.13 0.14 Deere John Cap Corp Medium Term 5.15% 9/8/2026 Bond 1.00 1.00 300,000.00 300,508.50 0.33 Conocophillips Co 4.7 4.70% 1/15/2030 Bond 1.00 1.00 750,000.00 752,220.00 0.84 Citigroup 1/10/2028 Bond 0.95 0.99 175,000.00 174,043.10 0.19 Citibank Credit C 4.30% 6/21/2030 Bond 1.00 1.00 365,000.00 364,493.09 0.41 Citibank 5.488% 12/4/2026 Bond 1.00 1.00 250,000.00 251,193.25 0.28 CISCO SYS INC 4.80% 2/26/2027 Bond 1.00 1.00 305,000.00 306,101.05 0.34 Chase Issuance Trust Series 2024-A1 Class A 4.60%
Due 1/16/2029 Dated 1/31/2024 Bond 1.00 1.00 520,000.00 521,164.12 0.58 Capital One 3.92% 9/17/2029 Bond 1.00 1.00 615,000.00 612,975.17 0.68 California St 4.846% 3/1/2027 Bond 1.00 1.00 265,000.00 266,152.75 0.30 Broadcom Inc 4.20% 10/15/2030 Bond 0.99 0.98 750,000.00 735,388.50 0.82 Bp Cap Mkts Amer Inc Note Call Make Whole 5.017% 11/
17/2027 Bond 1.00 1.01 380,000.00 383,222.02 0.43
Board Trustees 4.146%30 Due 8/1/2030 Bond 1.00 0.99 1,000,000.00 989,446.00 1.10 Bmw Veh Owner Tr 5.47% 2/25/2028 Bond 0.17 0.17 115,000.00 19,731.80 0.02 Bank of America, 4.98% Abs-cc 11/15/2028 -232- Bond 1.00 1.00 230,000.00 230,566.08 0.26 Bank Of America Corp Sr Unsecured 0.00% 9/15/2029 Bond 1.04 1.02 500,000.00 510,693.50 0.57 Name Account Number Mgmt. Style Account/Security Type Unit Cost Price Quantity Market Value % Assets City of Santa Fe Springs - BR 47275745 Gov SMA - - - 89,932,077.49 100.00 Bank Of America Corp Note Call Make Whole 1.73% 7/
22/2027 Bond 0.96 1.00 500,000.00 499,374.00 0.56
Bank Of America 5.526% Due 8/18/2026 Bond 1.00 1.00 450,000.00 450,556.20 0.50 Bank New York Mel 3.30% 8/23/2029 Bond 0.95 0.96 750,000.00 719,701.50 0.80 Bank Amer Corp Sr Glbl Nt 3.419% 12/20/2028 Bond 0.97 0.98 500,000.00 491,927.00 0.55 BAA-Jp Morgan Chase Bk NA 3.54% 5/1/2028 Bond 0.94 0.99 250,000.00 247,709.50 0.28 Astrazeneca Fin L 4.80% 2/26/2027 Bond 1.00 1.00 175,000.00 175,650.83 0.20 Apple Inc Note Call Make Whole 3.20% 5/11/2027 Bond 0.99 0.99 250,000.00 247,835.75 0.28 American Honda Fin Corp Med 2.35% 1/8/2027 Bond 0.92 0.99 250,000.00 247,442.75 0.28 American Honda F 5.25% Due 7/7/2026 Bond 1.00 1.00 155,000.00 155,013.95 0.17 American Express Company 0.000 7/26/2028 Bond 1.00 1.00 70,000.00 70,343.00 0.08 American Express Co Nt Fixed/Fltg 5.282% 7/27/2029 Bond 1.02 1.01 500,000.00 506,085.50 0.56 American Express 4.28%30 Mbs-mbs Due 4/15/2030 -- Bond 1.00 1.00 241,000.00 240,949.32 0.27 American Exp Cr 5.23% 4/16/2029 Bond 1.00 1.01 625,000.00 630,160.13 0.70 Altria Group Inc 6.20% 11/1/2028 Bond 1.05 1.03 500,000.00 517,330.00 0.58 Ally Auto Receiv 5.46% 5/15/2028 Bond 0.28 0.28 250,000.00 71,204.30 0.08 Abbott Laboratori 4.00% 3/15/2031 Bond 0.97 0.97 500,000.00 486,534.00 0.54 Name Account Number Mgmt. Style Account/Security Type Unit Cost Price Quantity Market Value % Assets City of Santa Fe Springs - MM & CD 98535216 Gov Cash - CD/ MM
- - - 1,027,168.79 100.00
Schwab Bank Sweep Mutual Fund - 1.00 0.04 0.04 0.00
Natixis New Yor 5.61% 9/18/2026 CD 1.00 1.00 500,000.00 501,145.00 48.79 Credit Agricole 4.76% 2/1/2027 CD 1.00 1.00 525,000.00 526,023.75 51.21
DISCLOSURE
Global Retirement Partners, LLC d/b/a Shuster Advisory Group, a HUB International Company ("Investment Advisor") is a Registered Investment Advisor ("RIA"), registered with the U.S.
Securities and Exchange Commission (Registration does not imply a certain level of skill or training). The information provided is for guidance and information purposes only and not a solicitation to buy or sell securities. The information contained in the presentation has been compiled from third party sources and is believed to be reliable; however its accuracy is not guaranteed and should not be relied upon in any way, whatsoever. Presentations may not be construed as investment advice and do not give investment recommendations. Any opinions included in this presentation constitute the judgment of Investment Advisor as of the date of the presentation, and are subject to change without notice. Investments involve risk and unless otherwise stated, are not guaranteed.
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Arlene Salazar, Director of Police and Community Services SUBJECT:
PROPOSITION A DISCRETIONARY INCENTIVE GRANT PROGRAM MEMORANDUM OF UNDERSTANDING FOR REPORT YEAR 2023 (POLICE AND COMMUNITY SERVICES) DATE: Tuesday, September 1, 2026, 6:00 PM
RECOMMENDATION:
It is recommended that City Council:
1. Authorize the City Manager to execute the Memorandum of Understanding (MOU) with the Los Angeles County Metropolitan Transportation Authority (LACMTA) for the Proposition A Discretionary Incentive Grant Program for National Transit Database (NTD) Report Year 2023, associated with the City's FY 2022-23 transit data; and
2. Approve the recognition of $10,087 in Proposition A Discretionary Incentive funds awarded to the City for the voluntary collection and reporting of FY 2022-23 transit data, to be recorded in the Special Transit Proposition A Fund 2410; and
3. Establish a corresponding expense allocation of $10,087 in the Transit Services activity expenditure account (No.2410-542050) for eligible transit expenditures in accordance with Proposition A requirements; and
4. Take such additional, related, action that may be desirable.
FISCAL IMPACT
Execution of the MOU will allow the City to receive $10,087 in Proposition A Discretionary Incentive funds for voluntarily collecting and reporting of Fiscal Year (FY) 2022-23 ridership data. The money will be deposited into the Special Transit Prop A Fund 2410, with restricted use for transit expenditures in account (No. 2410-542050) per Proposition A guidelines.
BACKGROUND
On November 14, 1980, the voters of the County of Los Angeles approved by majority vote Proposition A, establishing a one-half percent sale tax for public transit purposes.
The Los Angeles County Metropolitan Transportation Authority (LACMTA) administers the Proposition A Discretionary Incentive Grant Program to encourage eligible transit operators to voluntarily collect and report transit service information to the National Transit Database (NTD). The NTD serves as a national repository of transitrelated operating, financial, and ridership information and is used to document public transportation services provided by agencies throughout the country.
As part of its participation in the program, the City of Santa Fe Springs collected and reported Fiscal Year (FY) 2022-23 ridership and service data associated with the City’s demand-response transportation services. The City’s voluntary participation helps ensure that local transit activity is accurately reflected in regional and national transit reporting while making the City eligible to receive Proposition A Discretionary Incentive funds.
At its June 27, 2024 meeting, LACMTA approved the FY 2023-24 transit fund allocations, which included an award of $10,087 to the City of Santa Fe Springs for its voluntary collection and reporting of FY 2022-23 NTD data.
ANALYSIS
N/A
ENVIRONMENTAL
N/A
DISCUSSION
To receive the awarded funds, the City must enter into a Memorandum of Understanding (MOU) with LACMTA establishing the terms and conditions associated with the Proposition A Discretionary Incentive Grant Program.
Upon execution of the MOU, City staff will submit the required invoice to LACMTA for reimbursement.
The $10,087 award provides an additional source of restricted transit funding to support eligible costs associated with the City’s transit services. The funds will be recognized in the Special County Transit Tax Fund and appropriated to the Community Services – Transit Services activity in accordance with applicable Proposition A requirements.
Approval of the MOU and related budget actions will allow the City to receive the full allocation for reporting activities already completed and ensure the funds are available to support eligible City transit expenditures.
SUMMARY/NEXT STEPS
Upon approval of the recommended actions, City Staff will submit an invoice to LACMTA in the amount of $10,087 for voluntarily collecting and reporting data of the City’s demand response services for FY 2022-23 to the NTD.
Attachments
Attachment No. 1 - MOUPAISFES25000 NTD Report Yr. 2023.pdf MOUPAISFES25000
PROPOSITION A DISCRETIONARY INCENTIVE GRANT PROGRAM
MEMORANDUM OF UNDERSTANDING
FOR COLLECTING AND REPORTING DATA FOR THE
NATIONAL TRANSIT DATABASE
FOR REPORT YEAR 2023
This Memorandum of Understanding (MOU) is entered into as of June 1, 2025 by and between Los Angeles County Metropolitan Transportation Authority (“LACMTA”) and the City of Santa Fe Springs (the “City”).
WHEREAS, on November 14, 1980, the voters of the County of Los Angeles approved by majority vote Proposition A, an ordinance establishing a one-half percent sales tax for public transit purposes; and
WHEREAS, at its September 26, 2001 meeting, the LACMTA authorized payment of Proposition A Discretionary Incentive funds to each participating agency in an amount equal to the Federal funds generated for the region by each agency’s reported data; and WHEREAS, at its June 27, 2024 meeting, LACMTA approved the Fiscal Year FY 2024-25 transit fund allocations, which included funds to make payments to all cities that voluntarily reported NTD data for FY 2022-23; and
WHEREAS, the City has voluntarily submitted their FY2022-23 data to the National Transit Database (NTD) and have successfully met all NTD and Federal Transit Administration (FTA) requirements in order to generate Federal 5307 funds for the Los Angeles County region; and
WHEREAS, the City has requested funds under the Proposition A Discretionary Incentive Program for collecting and reporting data for the NTD from the FY 2022-23 Report Year (the “Project”); and
WHEREAS, on May 5, 2025, the Federal Transit Administration (FTA) published in the Federal Register the FY 2024-25 Apportionments, Allocations, and Program Information including unit values for the data reported to the NTD; and WHEREAS, the parties desire to agree on the terms and conditions for payment for the Project.
NOW, THEREFORE, LACMTA and the City hereby agree to the following terms and procedures:
ARTICLE 1. TERM
1.0 This Memorandum of Understanding (“MOU”) will be in effect from June 1, 2025, through June 30, 2028 at which time all unused funds shall lapse.
ARTICLE 2. STANDARDS
2.0 To receive payment for the submittal of the FY 2022-23 NTD statistics, the City warrants that it:
A. Adhered to the Federal Guidelines for collecting and Reporting NTD statistics including all audit requirements;
B. Prepared and submitted the FY 2022-23 ANNUAL NTD REPORT of the City’s fixed-route and/or demand response transit service to the NTD on or before October 31, 2023;
C. Prepared and submitted the FY 2022-23 ANNUAL NTD REPORT of the City’s fixed-route and/or demand response transit service to the LACMTA on or before February 15, 2024;
ARTICLE 3. PAYMENT OF FUNDS TO CITY
3.0 LACMTA shall pay the City for collecting and reporting FY 2022-23 NTD statistics.
LACMTA shall pay the City for submitting the FY 2022-23 ANNUAL NTD REPORT for the applicable transit services as follows:
DIAL-A-RIDE SERVICE
For City’s dial-a-ride service, LACMTA shall pay an amount equal to the 14,694 revenue vehicle miles reported by the City multiplied by the FTA unit value of
0.686483228324693 per revenue vehicle mile. See Attachment A for detail.
3.1 The City shall submit one invoice to LACMTA prior to June 30, 2028, in the amount of $10,087 to receive its payment described above.
3.2 INVOICE BY CITY:
Send invoice with supporting documentation to:
Los Angeles County Metropolitan Transportation Authority Accounts Payable
P. O. Box 512296
Los Angeles, CA 90051-0296
[email protected]
Re: LACMTA MOU# MOUPAISFES25000 M.S. Chelsea Meister (99-4-3) ARTICLE 4. CONDITIONS
4.0 The City agrees to comply with all requirements specified by the FTA guidelines for reporting NTD statistics.
4.1 The City understands and agrees that LACMTA shall have no liability in connection with the City’s use of the funds. The City shall indemnify, defend, and hold harmless LACMTA and its officers, agents, and employees from and against any and all liability and expenses including defense costs and legal fees and claims for damages of any nature whatsoever, arising out of any act or omission of the City, its officers, agents, employees, and subcontractors in performing the services under this MOU.
4.2 The City is not a contractor, agent or employee of LACMTA. The City shall not represent itself as a contractor, agent or employee of LACMTA and shall have no power to bind LACMTA in contract or otherwise.
4.3 The City agrees that expenditure of the Proposition A Discretionary Incentive funds will be used for projects that meet the eligibility, administrative, audit and lapsing requirements of the Proposition A and Proposition C Local Return guidelines most recently adopted by the LACMTA Board.
4.4 These expenditures will be subject to AUDIT as part of LACMTA’s annual Consolidated Audit.
ARTICLE 5. REMEDIES
5.0 LACMTA reserves the right to terminate this MOU and withhold or recoup funds if it determines that the City has not met the requirements specified by the FTA for collecting and submitting NTD statistics through LACMTA.
ARTICLE 6. MISCELLANEOUS
6.0 This MOU constitutes the entire understanding between the parties, with respect to the subject matter herein.
6.1 The MOU shall not be amended, nor any provisions or breach hereof waived, except in writing signed by the parties who agreed to the original MOU or the same level of authority.
ARTICLE 7. CONTACT INFORMATION
7.0 LACMTA's Address:
Los Angeles County Metropolitan Transportation Authority One Gateway Plaza
Los Angeles, CA 90012
Attention: Chelsea Meister (99-21-3)
[email protected]
7.1 City’s Address:
Santa Fe Springs
11710 Telegraph Rd.
Santa Fe Springs,CA 90670
Attn: Jose Barrios
[email protected]
IN WITNESS WHEREOF, the City and LACMTA have caused this MOU to be executed by their duly authorized representatives on the date noted below:
CITY:
City of Santa Fe Springs Los Angeles County Metropolitan Transportation Authority
_________________________ By: ___________________________
STEPHANIE WIGGINS
Mayor/City Manager Chief Executive Officer
Date: ____________________ Date: _______________________ APPROVED AS TO FORM: APPROVED AS TO FORM:
DAWYN R. HARRISON
County Counsel
By: _____________________ By: ____________________
Legal Counsel Deputy
Date: ____________________ Date: __________________
ATTACHMENT A
LACMTA Voluntary NTD Reporting Program for FY '22
Using FY '24 FTA Formula Programs Apportionment Data Unit Values Jurisdiction MODE
Total Vehicle
Revenue Miles
Total Passenger
Miles
Total Operating
Costs $ from VRM $ from OPCOST Total Generated
Total ($)Due to
Jursd Before Tier
2 Deduction
Tier II
Operator
Deduction
Total ($)Due to
Jurisdiction
Glendale MB 870,564 1,065,127 10,532,283 597,627.59 6,185 $ 603,812 603,812 (88,358) 515,454 Pasadena MB 656,127 1,849,723 7,691,950 450,420.18 25,540 $ 475,960 475,960 (69,649) 406,311 LADOT COMMUNITY DASH MB 4,105,129 13,087,675 41,375,202 2,818,102 237,696 $ 3,055,798 3,055,798 (447,165) 2,608,633 LADOT DEPARTMENT OF AGING DR 237,760 292,252 4,242,341 163,218 1,156 $ 164,374 164,374 164,374 Total LADOT 4,342,889 13,379,927 45,617,543 2,981,320 238,852 $ 3,220,173 $ 3,220,173 $ (447,165) $ 2,773,007 - -
Total NTD 5307 Funds 5,869,580 16,294,777 63,841,776 4,029,368 270,577 4,299,945 4,299,945 (605,172) 7,994,717 -
FY25 Revenue Mile Rate
FY25 Passenger Mile Rate
0.6864832
0.0574166
ATTACHMENT A
LACMTA Voluntary NTD Reporting Program for FY22
Using FY24 FTA Formula Programs Apportionment Data Values Jurisdiction MODE
Total Vehicle
Revenue Miles $ from VRM
Tier II
Operator
Deduction
Total ($)Due to
Jurisdiction
Alhambra MB 158,987 109,141.91 109,142
Alhambra DR 98,869 67,871.91 67,872
Artesia DR (DT) 4,712 3,234.71 3,235
Azusa DR 56,416 38,728.64 38,729
Baldwin Park MB 183,638 126,064.41 126,064
Baldwin Park DR 26,715 18,339.40 18,339
Bell TD
Bell MB 33,271 22,839.98 22,840
Bell DR 16,347 11,221.94 11,222
Bellflower MB 71,986 49,417.18 49,417
Bellflower DR 14,205 9,751.49 9,751
Bell Gardens MB 98,902 67,894.56 67,895
Bell Gardens DR 25,856 17,749.71 17,750
Burbank MB 216,013 148,289.30 (21,700) 126,590
Calabasas MB 86,082 59,093.85 59,094
Calabasas DR 3,852 2,644.33 2,644
Carson MB 28,100 19,290.18 19,290
Carson TN
Carson DR 71,628 49,171.42 49,171
Cerritos MB 99,328 68,187.01 68,187
Cerritos DR 40,026 27,477.18 27,477
Compton MB 179,908 123,503.82 123,504
Compton DR 110 75.51 76
Covina DR 47,348 32,503.61 32,504
Cudahy MB 33,109 22,728.77 22,729
Cudahy DR 10,947 7,514.93 7,515
Downey MB 101,069 69,382.17 69,382
Downey DR 40,311 27,672.83 27,673
Duarte MB
El Monte MB 221,914 152,340.24 152,340
El Monte DR 60,076 41,241.17 41,241
Glendora MB 40,735 27,963.89 27,964
Glendora DR 39,545 27,146.98 27,147
Huntington Park MB 130,598 89,653.34 89,653
Huntington Park DT 42,309 29,044.42 29,044
LACDPWAvocado MB 39,286 26,969.18 26,969
LACDPWELA MB 211,455 145,160.31 145,160
LACDPWELA DR 39,971 27,439.42 27,439
LACDPWEast Valinda MB 44,182 30,330.20 30,330
LACDPWKing Medical MB 33,586 23,056.23 23,056
LACDPWWillowbrook Shuttle MB 70,091 48,116.30 48,116
LACDPWS.Whittier MB 183,982 126,300.56 126,301
LACDPWAthens MB 36,912 25,339.47 25,339
LACDPWLennox MB 27,669 18,994.30 18,994
LACDPWFloranceFirestone MB 58,082 39,872.32 39,872
Lakewood DR 54,228 37,226.61 37,227
Lawndale MB
Lynwood MB 140,961 96,767.36 96,767
Malibu DT 2,764 1,897.44 1,897
ManhattanBeach DR 23,747 16,301.92 16,302
Maywood MB 32,291 22,167.23 22,167
Maywood DR 15,175 10,417.38 10,417
MontereyPark MB 116,534 79,998.64 79,999
MontereyPark DR 24,919 17,106.48 17,106
Pico Rivera DR 17,166 11,784.17 11,784
Rosemead MB 100,780 69,183.78 69,184
Rosemead DR 38,611 26,505.80 26,506
Santa Fe Springs DR 14,694 10,087.18 10,087
South Gate MB 114,106 78,331.86 78,332
South Gate DT 116,358 79,877.59 79,878
SouthPasadena DR 27,187 18,663.42 18,663
WestCovina MB 141,973 97,462.08 97,462
WestCovina DR 44,452 30,515.55 30,516
West Hollywood MB 114,998 78,944 78,944
Total 4,054,074 2,783,054 (21,700) 2,761,354
FY25 Revenue Mile Rate 0.68648
DID NOT REPORT FOR 2023
DID NOT REPORT FOR 2023
DID NOT REPORT FOR 2023
DID NOT REPORT FOR 2023
CITY COUNCIL AGENDA STAFF REPORT
TO: Honorable Mayor and City Council Members
FROM: René Bobadilla, P.E., City Manager
BY: Arlene Salazar, Director of Police and Community Services SUBJECT:
CALIFORNIA STATE LIBRARY GRANT AWARD FOR CALIFORNIA LIBRARY LITERACY
SERVICES AT THE SANTA FE SPRINGS CITY LIBRARY (POLICE AND COMMUNITY
SERVICES)
DATE: Tuesday, September 1, 2026, 6:00 PM
RECOMMENDATION:
It is recommended that City Council:
1. Approve and authorize the Deputy City Manager to execute the grant agreement with the California State Library for the California Library Literacy Services (CLLS) grant award; and
2. Establish a corresponding expenditure allocation of $25,000 in the Library and Cultural Services expenditure account (No. 3301) for eligible expenditures in accordance with CLLS grant guidelines; and
3. Take such additional, related action that may be desirable.
FISCAL IMPACT
The California State Library has awarded the Santa Fe Springs City Library $25,000 through the California Library Literacy Services (CLLS) grant program. These funds were included in the Library and Cultural Services Fiscal Year (FY) 2026-27 State Funding revenue account (No. 3301-442000).
Staff is requesting the establishment of a corresponding $25,000 expenditure allocation in the Library and Cultural Services expenditure account (No. 3301) to allow the grant funds to be used for eligible literacy-related expenditures in accordance with CLLS grant guidelines.
BACKGROUND
Santa Fe Springs City Library staff regularly pursue California State Library grant opportunities to enhance programs and services available to the community. On August 10, 2026, the City was notified that the Library had been awarded $25,000 through the California Library Literacy Services (CLLS) grant program to support adult literacy programs, educational resources, and related services.
The grant funding may be used for eligible expenditures, including adult literacy books, instructional materials, program supplies, and staff costs associated with providing literacy services to the public.
ANALYSIS
N/A
ENVIRONMENTAL
N/A
DISCUSSION
The CLLS grant will provide the Santa Fe Springs City Library with additional resources to support adult literacy services that may not otherwise be feasible within the Library's existing operating budget.
Specifically, the grant provides funding for adult literacy tutor and learner materials that support the Library's literacy program. Eligible materials may include curriculum texts, supplementary reading materials, instructional tools, games, technology, and other resources that support adult literacy instruction.
Participation in the CLLS program allows the City to provide materials and services that strengthen reading and writing skills among adults with low literacy skills. These services help reduce barriers to literacy resources and expand access to educational support for adults in the community.
SUMMARY/NEXT STEPS
Upon City Council approval, the Deputy City Manager will execute the grant agreement, and Library staff will submit all required documentation to the California State Library to facilitate receipt and administration of the grant funds. Staff will utilize the funds for eligible expenditures in accordance with CLLS grant requirements.
Attachments
Attachment No. 1- State of CA Literacy Grant.pdf
Library Courts Building 916-323-9759
P.O. Box 942837 [email protected]
Sacramento, CA 94237-0001 www.library.ca.gov
1 July 2026
Deborah Raia
Santa Fe Springs City Library
11700 Telegraph Rd.
Santa Fe Springs, CA 90670
Dear Deborah Raia,
We are pleased to provide funds to support your California Library Literacy Services program and the important work that you, your staff, and your volunteers do in your community.
The state budget continues to provide $7.32 million in California Library Literacy Services funding for Adult Literacy Services and Family Literacy Services.
Your total award amount for the 2026-2027 fiscal year beginning July 1, 2026, is:
Adult Literacy Services: $25,000
Total Award: $25,000
Your award will be claimed in two stages. The claim form included in this award packet will allow you to request the first 90% of your total award:
Total Initial Award Amount: $22,500
Information about claiming the rest of your award is included in the payment schedule at the end of your award packet.
You must fully expend funds by September 30, 2027, in accordance with your approved budget on file with the State Library.
Review the California Library Literacy Services Allowable and Unallowable Expenses guidelines on the Manage Your Current Grant page to ensure project expenditures are consistent with the California Library Literacy Services allowable expenses. If you have questions about expenses or expending award funds, contact your state grant team at [email protected]. We strongly encourage your program staff to develop and maintain community partners to strengthen your program, attend regular regional library literacy network meetings, participate in your local Adult Education Consortium/a, and participate in library literacy training opportunities offered by the regional networks and the State Library to meet the California Library Literacy Services Mission, Values, and Program Essentials. Additional California Library Literacy Services resources can be found on the California Library Literacy Services webpage.
Docusign Envelope ID: A786EBF8-46C8-826F-80B8-586A04C7CE0A In Process
Docusign Envelope ID: ACE0946C-3040-83D1-8138-31F85F756F76 Attachment A Library Courts Building 916-323-9759
P.O. Box 942837 [email protected]
Sacramento, CA 94237-0001 www.library.ca.gov
The payment process begins when we receive your completed and signed claim form, certification form, and State Funded Grants Award Agreement and Certificate of Compliance included in this packet. All forms should be completed and signed through Docusign to be processed for payment.
Our library literacy staff are available to assist you throughout the year. Contact your Program Consultant Julianna Robbins and your Grant Monitor Allyson Jeffredo at [email protected] with any questions.
Thank you for your willingness to do so much for those in your community. Best wishes for a successful year.
Respectfully yours,
Greg Lucas
California State Librarian
Cc: Julianna Robbins, [email protected]
Allyson Jeffredo, [email protected]
State Library Fiscal Office, [email protected] Jessica Magallanes, [email protected] Enc: Re: CLLS26-83: Claim form, certification form, and State Funded Grants Award Agreement and Certificate of Compliance
Docusign Envelope ID: A786EBF8-46C8-826F-80B8-586A04C7CE0A Greg Lucas
In Process
Docusign Envelope ID: ACE0946C-3040-83D1-8138-31F85F756F76 Library Courts Building 916-323-9759
P.O. Box 942837 [email protected]
Sacramento, CA 94237-0001 www.library.ca.gov
THE BASICS YOUR GRANT AWARD
The following provides all the basic information about your grant and managing your grant.
Award #: CLLS26-83
Library/Organization: Santa Fe Springs City Library
Project Title: California Library Literacy Services
Award Amount: $25,000
Start Date: July 1, 2026
End Date: September 30, 2027
NOTE: It can take six to eight weeks before grant funds are delivered. If you have not received your payment after eight weeks, contact your grant monitor.
GRANT AWARD INFORMATION
A copy of your approved budget is included in this packet. You can access your full grant award information and manage your grant through the grant management system, Euna Grants. BUDGET AMENDMENTS
You are required to submit a budget amendment for all budget changes regardless of amount. Amendments may be submitted throughout the year but no later than 30 days before a reporting period report is due. The amendment due dates are detailed below:
7/1/2026 12/31/2026 Financial Report Due November 30, 2026 1/1/2027 6/30/2027 Financial Report Due May 31, 2027
7/1/2027 9/30/2027 Financial Report Due August 31, 2027
REPORTING
California Library Literacy Services participants are required to provide financial and narrative reports as outlined in the grant terms and conditions. The reporting schedule is detailed below:
Mid-Year Report
7/1/2026 12/31/2026 Financial Report
Due January 31, 2027
Final Report
1/1/2027 6/30/2027 Financial Report
Due August 18, 2027
7/1/2027 9/30/2027 Financial Report
(Optional)
Due October 15, 2027
Docusign Envelope ID: A786EBF8-46C8-826F-80B8-586A04C7CE0A In Process
Docusign Envelope ID: ACE0946C-3040-83D1-8138-31F85F756F76 Library Courts Building 916-323-9759
P.O. Box 942837 [email protected]
Sacramento, CA 94237-0001 www.library.ca.gov
Reports will be submitted through the Euna Grants grant management system. You can find support documents on the Manage Your Current Grant page.
PAYMENTS
Libraries receive 90% of their total award amount upon receipt of the award letter.
Libraries receive the final 10% payment of their total award after successful completion of the California Library Literacy Services Mid-Year Report and 7/1/2026 12/31/2026 Financial Report.
NOTE: Libraries have 15 months to spend their California Library Literacy Services award funds, from July 1, 2026, in which the funds are awarded until September 30 of the following year.
CONTACT
We want your project to be successful. Please work with your grant monitor and program consultant to implement your project:
Grant Monitor: Allyson Jeffredo
Monitor Phone Number: 916-603-6709
Monitor Email Address: [email protected]
Program Consultant: Julianna Robbins
Consultant Phone Number: 916-603-6712
Consultant Email Address: [email protected] Docusign Envelope ID: A786EBF8-46C8-826F-80B8-586A04C7CE0A In Process
Docusign Envelope ID: ACE0946C-3040-83D1-8138-31F85F756F76
STATE-FUNDED GRANTS
AWARD AGREEMENT AND
CERTIFICATE OF COMPLIANCE
Docusign Envelope ID: A786EBF8-46C8-826F-80B8-586A04C7CE0A In Process
Docusign Envelope ID: ACE0946C-3040-83D1-8138-31F85F756F76 Santa Fe Springs City Library
California Library Literacy Services
2026-2027 CLLS26-83