Sierra Madre City Council
March 24, 2026

** Revised **

CITY OF

SIERRA MADRE

CITY COUNCIL

REGULAR MEETING AGENDA
Mayor Krisitne Lowe | Mayor Pro Tem Gene Goss
Council Member Edward Garcia | Council Member Kelly Kriebs | Council Member Robert Parkhurst Tuesday, March 24, 2026, 5:30 PM
City Council Chambers, 232 W. Sierra Madre Blvd.

AMERICANS WITH DISABILITIES ACT
Pursuant to the Americans with Disabiliites Act, persons with a disability who require a disability related modificaiton or accommodaiton in order to paritcipate in a meeitng, including auxiliary aids or services, may request such modificaiton or accommodaiton from the City Clerk at (626) 574-5455. Noitficaiton 48 hours prior to the meeitng will enable the City to make reasonable arrangements to assure accessibility to the meeitng.

PUBLIC COMMENT & ACCESS
The Brown Act provides the public with an opportunity to make public comments at any public meeitng. As an alternaitve, public comment may be submitted by e-mail to [email protected] by 3:00PM on the day of the meeitng.

Emails will be acknowledged at the City Council meeitng, filed into public record, and scanned onto the City website for public review.

A copy of the posted agenda and a live video stream of the meeitng can be found on the City’s website at sierramadreca.gov , on Foothills Media website at foothillsmedia.org/sierramadre, and broadcast on Government Access Channel 3 (Spectrum).

If you require special assistance to paritcipate in this meeitng, please contact the City Clerk’s Office at (626) 355-7135 at least 48 hours prior to the meeitng.

CODE OF CONDUCT
The purpose of a City Council meeitng is to conduct City business. Members of the public that behave in a manner that interrupts or obstructs the City Council’s ability to conduct City business may be asked to leave the meeitng. Any and all demonstraitons which disrupt, interrupt, or obstruct the City Council’s ability to conduct City business are prohibited. No signs, posters, or other large objects shall be brought into the Council Chambers or other meeitng place if doing so would disrupt, disturb, or otherwise impede the orderly course of the meeitng.

1. CALL TO ORDER

2. PLEDGE OF ALLEGIANCE AND INSPIRATION
A. Mayor Lowe for Pledge of Allegiance

3. ROLL CALL OF CITY COUNCIL MEMBERS
Krisitne Lowe, Mayor
Gene Goss, Mayor Pro Tem
Edward Garcia, Council Member
Kelly Kriebs, Council Member
Robert Parkhurst, Council Member

4. REPORT FROM CITY ATTORNEY REGARDING CLOSED SESSION
A. Conference with Legal Counsel; Iniitaiton of Liitgaiton (Gov. Code Sec. 54956.9(d)(4)) Number of Potenital Cases: 1
B. Conference with Legal Counsel; Exisitng Liitgaiton (Gov. Code Sec. 54956.9 (d)(1)) The City Council finds, based on the advice from the City Attorney, that discussion in open session will prejudice the posiiton of the City in liitgaiton.

Name of Case: Jeremy Gursey v. Southern California Edison Company, et al (Eaton Fire Liitgaiton) Name of Parites: City of Sierra Madre & Southern California Edison Company Lead Case No.: LACSC 25STCV00731
C. Liability Claim (Gov. Code Sec. 54956.95)
Claimant: Joachim and Chrisitne Kederian
Claim Against: City of Sierra Madre

5. SUPPLEMENTAL INFORMATION FROM CITY CLERK REGARDING AGENDA ITEMS

6. REPORTS FROM MAYOR AND CITY COUNCIL (including reports from City Council related to meeitngs attended at City expense per AB 1234)

7. REPORTS FROM CITY STAFF

8. PRESENTATIONS
A. Los Angeles County Public Works Flood Control Operaitons B. San Gabriel Valley Mosquito and Vector Control District Annual Presentaiton

9. PUBLIC COMMENT FOR ITEMS NOT ON THE AGENDA
Any person wishing to speak before the City Council is asked to complete a Speaker Card and provide it to the City Clerk prior to the start of the meeitng. Speakers are generally limited to three (3) minutes per person and itme may not be delegated; any changes to the allotted itme will be announced prior to the Public Comment period. Under the Brown Act, the City Council is prohibited from discussing or taking aciton on any item not listed on the posted agenda.

Addressing the City Council from the audience is not permitted; all comments addressing the Council must be made from the podium. Only public comment made from the podium will be recognized by the City Council and entered into public record.

10. PUBLIC HEARING
Any person wishing to speak before the City Council on a public hearing item is asked to complete a Speaker Card noitng the agenda item number and provide it to the City Clerk prior to the start of the public hearing. Separate and apart from the applicant (who may speak longer in the discreiton of the City Council) speakers are generally limited to three (3) minutes per person; any changes to the allotted itme will be announced prior to the Public Comment period. Under the Brown Act, the City Council is prohibited from discussing or acitng on any item not listed on the posted agenda. The applicant may addiitonally submit rebuttal comments, at the discreiton of the City Council.

11. CONSENT CALENDAR
All matters listed under the Consent Calendar are considered to be rouitne and can be acted on by one roll call vote. There will be no separate discussion of these items unless a member of the City Council requests that a specific item be removed from the Consent Calendar for separate discussion and aciton.

A. Approval of Meeitng Minutes for March 10, 2026 City Council meeitng.

CEQA: The proposed aciton does not consittute as a project under the California Environmental Quality Act (“CEQA”), based on Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that it will have no impact on the environment.

Recommended Aciton: Approve
B. Resoluiton No. 26-25 Approval of Warrants for Payment CEQA: The proposed aciton does not consittute as a project under the California Environmental Quality Act (“CEQA”), based on Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that it will have no impact on the environment.

Recommended Aciton: Approve
C. Professional Services Agreement with Rogers, Anderson, Malody & Scott, LLP to Exercise a Two-Year Opitonal Renewal and Extend the Term through June 30, 2027 in the Amount of $164,800 CEQA: The proposed aciton does not consittute as a project under the California Environmental Quality Act (“CEQA”), based on Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that it will have no impact on the environment.

Recommended Aciton: Approve
D. Letter of Support for Senate Bill 872 (McNerney) – Climate Change: Funding Prioriites CEQA: The proposed aciton does not consittute as a project under the California Environmental Quality Act (“CEQA”), based on Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that it will have no impact on the environment.

Recommended Aciton: Approve
E. Letter of Support for Assembly Bill (AB) 1786 – Best Value Contracitng CEQA: The proposed aciton does not consittute as a project under the California Environmental Quality Act (“CEQA”), based on Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that it will have no impact on the environment.

Recommended Aciton: Approve
F. Letter of Support for Assembly Bill (AB) 2517 – Fire Hazard Severity Zone Designaiton Process CEQA: The proposed aciton does not consittute as a project under the California Environmental Quality Act (“CEQA”), based on Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that it will have no impact on the environment.

Recommended Aciton: Approve
G. Contract Extension with King Office Services in the Amount of $4,160 for the Library Meaningful Improvement Project CEQA: The proposed aciton does not consittute as a project under the California Environmental Quality Act (“CEQA”), based on Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that it will have no impact on the environment.

Recommended Aciton: Approve
H. Amendment No. 1 to the Professional Services Agreement with TSK Architects for the Lizzie’s Trail Inn & Richardson House Project
CEQA: The proposed aciton does not consittute as a project under the California Environmental Quality Act (“CEQA”), based on Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that it will have no impact on the environment.

Recommended Aciton: Approve
I. Amendment No. 2 to the Professional Services Agreement with TSK Architects for the Library Redesign and Improvement Project
CEQA: The proposed aciton does not consittute as a project under the California Environmental Quality Act (“CEQA”), based on Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that it will have no impact on the environment.

Recommended Aciton: Approve
J. Resoluiton No. 26-26 Approving a Supplemental Budget Appropriaiton from the FY 2025-26 the Faciliites Maintenance Internal Services Fund Reserve and Award of Contract to Eco Energy Soluitons, Inc. for the City Hall Complex 150 kW Generator Replacement in the Amount of $330,563.00
CEQA: The proposed aciton does not consittute as a project under the California Environmental Quality Act (“CEQA”), based on Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that it will have no impact on the environment.

Recommended Aciton: Approve
K. Award of Construciton Contract to All Pro Custom Pools dba AP Engineering in an Amount Not To Exceed $625,313.11 for the Lima Street Water Main Replacement Project
CEQA: The proposed aciton does not consittute as a project under the California Environmental Quality Act (“CEQA”), based on Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that it will have no impact on the environment.

Recommended Aciton: Approve
L. Revised West Grand View Avenue Traffic Study, Interseciton Control Recommendaitons, and On-Street Parking Management Plan
CEQA: The proposed aciton does not consittute as a project under the California Environmental Quality Act (“CEQA”), based on Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that it will have no impact on the environment.

Recommended Aciton: Approve
M. General Plan and Housing Element Annual Progress Reports CEQA: The proposed aciton does not consittute as a project under the California Environmental Quality Act (“CEQA”), based on Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that it will have no impact on the environment.

Recommended Aciton: Receive, File, and Direct Staff to submit Annual Progress Report

12. DISCUSSION ITEMS
A. Resoluiton No. 26-16 Approving a Supplemental Budget Appropriaiton and Professional Services Agreement with Transpo Group USA, Inc. in the Amount of $49,995 for the Sierra Madre Downtown Parking Study CEQA: The proposed aciton does not consittute as a project under the California Environmental Quality Act (“CEQA”), based on Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that it will have no impact on the environment.

Recommended Aciton: Provide Direciton
B. Ordinance No. 1492 Adding Chapter 5.24 to Title 5 of the Sierra Madre Municipal Code Authorizing and Regulaitng Bingo
CEQA: The proposed aciton does not consittute as a project under the California Environmental Quality Act (“CEQA”), based on Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that it will have no impact on the environment.

Recommended Aciton: Approve
C. Ordinance No. 1491 Amending Chapters 10.04 (Definiitons), 10.08 (Traffic Regulaitons), and 10.12 (Administraiton and Enforcement) of Title 10 (Vehicles and Traffic) and Amending Seciton 12.24.040 (Traffic Regulaitons) of Chapter 12.24 (Public Parks and Recreaiton Centers) of Title 12 (Streets, Sidewalks and Public Places) of the Sierra Madre Municipal Code – To include Definiitons and Regulaitons for Electric Mobility Device CEQA: The proposed aciton does not consittute as a project under the California Environmental Quality Act (“CEQA”), based on Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that it will have no impact on the environment.

Recommended Aciton: Approve

13. ITEMS FOR FUTURE AGENDAS

14. ADJOURNMENT
The City Council will adjourn to its next regular meeitng on March 26, 2026.

Date Posted: March 30, 2026

CITY OF

SIERRA MADRE

CITY COUNCIL

REGULAR MEETING MINUTES
Mayor Kristine Lowe | Mayor Pro Tem Gene Goss
Council Member Edward Garcia | Council Member Kelly Kriebs | Council Member Robert Parkhurst Tuesday, March 10, 2026, 5:30 P.M.

City Council Chambers, 232 W. Sierra Madre Blvd.

AMERICANS WITH DISABILITIES ACT
Pursuant to the Americans with Disabilities Act, persons with a disability who require a disability related modification or accommodation in order to participate in a meeting, including auxiliary aids or services, may request such modification or accommodation from the City Clerk at (626) 355-7135. Notification 48 hours prior to the meeting will enable the City to make reasonable arrangements to assure accessibility to the meeting.

PUBLIC COMMENT & ACCESS
The Brown Act provides the public with an opportunity to make public comments at any public meeting. As an alternative, public comment may be submitted by e-mail to [email protected] by 3:00PM on the day of the meeting. Emails will be acknowledged at the City Council meeting, filed into public record, and scanned onto the City website for public review.

A copy of the posted agenda and a live video stream of the meeting can be found on the City’s website at sierramadreca.gov , on Foothills Media website at foothillsmedia.org/sierramadre, and broadcast on Government Access Channel 3 (Spectrum).

If you require special assistance to participate in this meeting, please contact the City Clerk’s Office at (626) 355-7135 at least 48 hours prior to the meeting.

CODE OF CONDUCT
The purpose of a City Council meeting is to conduct City business. Members of the public that behave in a manner that interrupts or obstructs the City Council’s ability to conduct City business may be asked to leave the meeting. Any and all demonstrations which disrupt, interrupt, or obstruct the City Council’s ability to conduct City business are prohibited. No signs, posters, or other large objects shall be brought into the Council Chambers or other meeting place if doing so would disrupt, disturb, or otherwise impede the orderly course of the meeting.

1. CALL TO ORDER
Mayor Lowe called the meeting to order at 5:35 pm.

2. PLEDGE OF ALLEGIANCE AND INSPIRATION
Council Member Parkhurst led the audience in the Pledge of Allegiance. Afterwards he shared an update on the upcoming Paralympics. On Friday the Paralympics kicked off in Milan Cortina. This year marks the 50th anniversary of the Paralympics, which started in 1976 in Ornskoldsvik, Sweden. This year’s winter Paralympic games consists of six event categories: alpine skiing, biathlon, cross country skiing, snowboarding, sled hockey, and curling. Paralympic athletes are classified based on their impairment, so that groups athletes with similar impairments compete against each other.

The most decorated American Winter Paralympian, with 15 Winter medals, is Oksana Masters. Oksana and the other Paralympians are an incredible reminder for us all to celebrate resilience, athletic excellence and the shifting perceptions from disability to ability.

3. ROLL CALL OF CITY COUNCIL MEMBERS
City Clerk Aguilar called the roll:

Kristine Lowe, Mayor
Gene Goss, Mayor Pro Tem
Edward Garcia, Council Member
Kelly Kriebs, Council Member
Robert Parkhurst, Council Member
Also Present: Michael Bruckner, City Manager
Aleks Giragosian, City Attorney
Laura Aguilar, City Clerk
Clare Lin, Director of Planning and Community Preservation Brent Bartlett, Fire Chief
Gustavo Barrientos, Police Chief
Oscar Millan, IT Manager
Christian Delgado, Senior Network Administrator
Sophia Conchas, Administrative Analyst
Denise Mendoza, Administrative Analyst

4. SUPPLEMENTAL INFORMATION FROM CITY CLERK REGARDING AGENDA ITEMS City Clerk Aguilar reported that there were no updates to report.

5. REPORTS FROM MAYOR AND CITY COUNCIL (including reports from City Council related to meetings attended at City expense per AB 1234) Council Member Kriebs:

Reported that on February 28 she attended Sierra Madre Little League Opening Day ceremonies. The last Chamber of Commerce meeting was cancelled so she provided no report.

Council Member Parkhurst:

Stated that he received correspondence from Doug Townsend regarding the YMCA management of the community swimming pool. The letter was provided to City Clerk Aguilar to be entered in public record.

Reported that on February 25 he attended a meeting of the Transportation SubCommittee. They discussed a proposal from Uber and that is expected to come before the City Council on March 24.

On February 28 he attended Sierra Madre Little League Opening Day ceremonies. Sierra Madre Little League announced the naming of the Diner to The Lisa Carlson Diner in honor of her years-long volunteerism.

On March 1 he attended Sierra Madre Girls Softball League Opening Day ceremonies.

On March 5 he attended a meeting hosted by Sierra Madre Fire Department on PreHospital Point of Care Ultrasound Pilot Program.

On February 19 he attended a meeting of the Clean Power Alliance Executive Committee.

On February 21 he attended a meeting of the Clean Power Alliance Energy Committee On March 5 he attended a Clean Power Alliance Board meeting. They discussed and voted on a Time of Use Pilot Program where there will be no charge for electricity consumption between 8:00 am and 4:00 pm.

March 9 he was in Sacramento for a tour of Cal ISO. The California ISO manages the flow of electricity across high-voltage, long-distance power lines, operates a competitive wholesale energy market, and oversees transmission planning.

On March 10 was Lobby Day. He spent the day seeking support of three electricity affordability bills in Sacramento. He met with State Assemblyman John Harabedian and Senator Sasha Perez.

On March 10 he was on a call with Institute for Sustainable Communities with City Manager Bruckner.

Council Member Garcia:

Reported that he attended Sierra Madre Little League Opening Day ceremonies on February 28.

On March 1 he attended Sierra Madre Girls Softball League Opening Day ceremonies.

On March 5 he attended a meeting of the Senior Community Commission. Chair Heydorff announced that he would begin a weekly Walk & Talk around Memorial Park.

Council Member Garcia then went on to share a medical emergency involving his daughter while at school; Sierra Madre Elementary. He shared that she fell off a railing and sustaining a concussion. Sierra Madre Fire Department responded to the incident quickly and rendered care. Council Member Garcia thanked the school for their quick response and communications, he also expressed heartfelt thanks to Sierra Madre Fire Department for their professionalism and excellent care of his daughter.

Mayor Pro Tem Goss:

Reported that on February 28 he attended Little League Opening Day ceremonies. On March 2 he attended the Library Construction Project Ad-Hoc Committee meeting. Staff remains confident that they will still re-open on June 6, 2026.

Mayor Lowe:

Reported that on February 25 she attended a meeting with Los Angeles County Water District. They discussed the upcoming rate increase for sewage and water rates.

On February 26 she attended a joint meeting of Pasadena Unified School District and Pasadena City College. They discussed budget impacts and upcoming cuts.

On March 5 she attended a meeting hosted by Sierra Madre Fire Department on PreHospital Point of Care.

On March 5 she attended a meeting of the 4th of July Planning Committee.

6. REPORTS FROM CITY STAFF
Finance Director Wong: Introduced himself as the new Finance Director.

Fire Chief Bartlett: provided a brief update regarding an inspection conducted at the location of the Meadows Project.

PRESENTATIONS
a. Presentation from Clean Power Alliance
A Power Point presentation was made by Clean Power Alliance External Affairs Manager Dalia Gomez, Senior Director of Rates and Strategy Karen Schmidt, and Program Manager John Spector
6:40 pm – noting the time, Mayor Lowe suggested moving public comment for items not on the agenda to be heard before the remaining presentations.

Mayor Pro Tem Goss made the motion to hear public comment for items not on the agenda to immediately before the remaining presentations.

Council Member Parkhurst seconded the motion.

The City Council unanimously approved the motion.

Mayor Lowe read the following then asked City Clerk Aguilar to call forward the first speaker.

Any person wishing to speak before the City Council is asked to complete a Speaker Card and provide it to the City Clerk prior to the start of the meeting. Speakers are generally limited to three (3) minutes per person and time may not be delegated; any changes to the allotted time will be announced prior to the Public Comment period. Under the Brown Act, the City Council is prohibited from discussing or taking action on any item not listed on the posted agenda.

Addressing the City Council from the audience is not permitted; all comments addressing the Council must be made from the podium. Persons with a disability who require disability related modifications or accommodations in order to participate in the meeting, including auxiliary aids or services, may request such modification or accommodation from the City
City Clerk Aguilar announced that five Speaker Cards were submitted from the following members of the public:

1. Rob Stockly: provided an update on fundraising efforts for the new library.

2. Sharil Fukuzaki: shared concerns about soil conditions at the Meadows Project.

3. Deb Sheridan, Valle Vista: criticized the new website using cookies. She went on to question the process for soil testing at the Meadows Project.

4. Philip Yao: Demanded the City recover all election costs for the 2023 Special Election from New Urban West.

5. Alicia Yao: Urged the City Council to take greater efforts to inform the public of upcoming meetings and projects.

Seeing no one else come forward, Mayor Lowe closed public comment for items not on the agenda. She directed City Attorney Giragosian to clarify and address some of the comments made by the public.

At 7:08 pm Mayor Lowe returned to Presentations.
b. Annual Public Safety Report from Sierra Madre Fire Department A presentation was made by Fire Chief Bartlett
c. Annual Public Safety Report from Sierra Madre Police Department A presentation was made by Police Chief Barrientos
d. 2025 Legislative Session Update
A presentation was made by City Attorney Giragosian
e. Presentation from Information Technology – City Website Launch and Digital Service Enhancement
IT Manager Millan provided the City Council with a history of the project then introduced Administrative Analyst Conchas to present the report to the City Council.

7. PUBLIC COMMENT FOR ITEMS NOT ON THE AGENDA – moved by City Council action to be heard before Presentation B: Annual Public Safety Report from Sierra Madre Fire Department
Any person wishing to speak before the City Council is asked to complete a Speaker Card and provide it to the City Clerk prior to the start of the meeting. Speakers are generally limited to three (3) minutes per person and time may not be delegated; any changes to the allotted time will be announced prior to the Public Comment period. Under the Brown Act, the City Council is prohibited from discussing or taking action on any item not listed on the posted agenda.

Addressing the City Council from the audience is not permitted; all comments addressing the Council must be made from the podium. Persons with a disability who require disability related modifications or accommodations in order to participate in the meeting, including auxiliary aids or services, may request such modification or accommodation from the City Clerk.

8. CONSENT CALENDAR
All matters listed under the Consent Calendar are considered to be routine and can be acted on by one vote. There will be no separate discussion of these items unless a member of the City Council requests that a specific item be removed from the Consent Calendar for separate discussion and action.

City Clerk Aguilar presented the following reports:
a. Regular Meeting Minutes of February 24, 2026
CEQA: Not a Project
Recommended Action: Approve
b. Resolution No. 26-221 Approving Certain Demands for Payment CEQA: Not a Project
Recommended Action: Adopt
c. Resolution No. 26-23 Amending the Fiscal Year 2025-2026 Budget Authorizing a Supplemental Appropriation from the Public Education and Government (PEG) Fund Reserve in the amount of $15,205.00
CEQA: Not a Project
Recommended Action: Adopt
City Clerk Aguilar noted for the record Council Member Parkhurst recommended the following non-substantive edits to the meeting minutes:
• Please change “They are also trying to organize an event at Bailey Canyon.” To “They are also trying to organize an event at Bailey Canyon on April 25.” • Please change “They are considering a pilot program to offer no charge during certain hours, and long-term energy rate contracts with businesses.” To “They are piloting a program to offer no charge for electricity use during the middle of the day, and longterm energy rate contracts with businesses.” • There is an incomplete sentence under Resolution No. 26-14. “Council Member Kriebs made a motion to adopt Resolution 26-14 with the addition of Section 7 Mayor Lowe opened the podium for public comment.

Seeing no one come forward, Mayor Lowe closed Public Comment and brought the matter back to the City Council.

Mayor Lowe asked the Council for a motion.

Council Member Garcia made a motion to approve Consent A-C.

Council Member Kriebs seconded the motion.

Mayor Lowe called for a vote of the Council:

Ayes: Mayor Lowe, Mayor Pro Tem Goss, Council Members Garcia, Kriebs, and Parkhurst
Noes: None.

Absent: None.

Abstain: None.

Consent Items A-C were approved by unanimous voice vote.

9. DISCUSSION ITEMS
a. Report, Discussion, and Direction on Potential Economic Development Programs CEQA: Not a Project
Recommended Action: Provide Direction
Director Lin presented the report to the City Council. When the report was completed, Mayor Lowe brought the matter to the City Council for questions.

Mayor Lowe opened the podium for public comment.

Seeing no one come forward, Mayor Lowe closed Public Comment and brought the matter back to the City Council.

Mayor Lowe stated that it was important to understand needs; enhancing the resident experience, and what do the businesses want?
The City Council expressed an interest in conducting a community survey to identify community and business needs. City Manager Bruckner stated that he would present the City Council with a budget request in the upcoming Fiscal Year 2026/2027 budget for surveys. The City Council opted to continue the discussion when the budget is presented at a future meeting.
b. Resolution No. 26-24 Approving a Teleconferencing Procedures Policy and A Disruption of Remote Access Services Policy
CEQA: Not a Project
Recommended Action: Approve
City Attorney Giragosian presented the report to the City Council. At the conclusion of this report, Mayor Lowe brought the matter to the City Council for questions.

Mayor Lowe opened the podium for public comment
Seeing no one come forward, Mayor Lowe closed Public Comment and brought the matter back to the City Council for further discussion.

Council Member Kriebs asked City Attorney Giragosian to clarify the Rules for Teleconferencing to provide definitions of what the exceptions are.

Mayor Lowe asked the Council for a motion.

Council Member Parkhurst made a motion to approve Resolution 26-24 adopting only the policy on Disruption of Remote Access Services Policy and bring back the policy for Teleconferencing Procedures.

Council Member Kriebs seconded the motion to approve Resolution 26-24, as amended.

Mayor Lowe called for a vote of the Council:

Ayes: Mayor Lowe, Mayor Pro Tem Goss, Council Members Garcia, Kriebs, and Parkhurst
Noes: None.

Absent: None.

Abstain: None.

10. ITEMS FOR FUTURE AGENDAS
• Parkhurst - A report from YMCA about the use of the pool by La Salle. What impact does that have on the ability of Sierra Madre residents to use the pool? Was the City informed and approve of the schedule change?
• Parkhurst - An update on the CPA Energized Communities project. What is its status and what is the timeline for implementation?
• Parkhurst – Update on Cal Forward Resilience Pilot and discuss our involvement in the pilot. More information about the program that I would like included in the packet is at: https://cafwd.org/fiscal-resilience/resilience-district-incubator/

11. ADJOURNMENT
The meeting was adjourned at 10:23 pm to a Regular City Council meeting scheduled for March 24, 2026.

Minutes taken and typed by: Minutes Approved by Council Action:
________________________ _____________________________
Laura Aguilar Kristine Lowe
City Clerk Mayor

CITY OF

SIERRA MADRE STAFF REPORT

FINANCE
DATE: March 24, 2026
TO: Honorable Mayor and City Council
FROM: Harry Wong, Finance Director
By: William Zaragoza, Accounitng Technician
SUBJECT: Resoluiton No. 26-25 Approval of Warrants for Payment

RECOMMENDATION
It is recommended that the City Council adopt Resoluiton No. 26-25 and approve payment for the following:

1. Outstanding Obligated City Warrants: $472,992.13

2. Outstanding Obligated Sierra Madre Library Warrants: $381,936.55

3. Payroll Transfer: $601,570.51

SUMMARY
The City Council is requested to raitfy warrants and approve checks issued for payment, as ceritfied by the Director of Finance. These payments have been reviewed for compliance with the City’s approved budget, financial policies, and authorized spending limits. Raitficaiton by the City Council formally authorizes the disbursement of public funds, ensuring transparency, accountability, and adherence to sound fiscal management pracitces.

DISCUSSION & ANALYSIS
The Warrant Register provides an aggregated breakdown of the warrants, including descripitons (e.g. categories of payments), amounts, and corresponding fiscal year allocaitons. Note that the last page serves as a reference document to support the warrant approvals requested in this report, ensuring transparency and accountability in financial transacitons.

The attachment includes details on general warrants, uitlity bills, library warrants, and payroll transfers.

The Check Approval Register provides a comprehensive record of financial disbursements by the City of Sierra Madre, detailing payment transacitons, vendor informaiton, and check dates to ensure transparency and accountability. Addiitonally, the Payroll Summary Register outlines payroll disbursements, including total earnings, employer expenses, and overall payroll costs for each pay period. The total payroll expenditure for the most recent pay period (PR #05) for Date 3/12/26:

Total Earnings (Salaries) @ $449,685.85 plus Total Employer Expenses for Benefits @ $151,884.66 = Total @ $601,570.51,
This aligns with the payroll transfer amount listed in the attachment. These records collecitvely support the accuracy and legiitmacy of the financial transacitons presented for approval.

STRATEGIC PLAN RELATIONSHIP
None.

ENVIRONMENTAL ANALYSIS
The proposed aciton does not consittute as a project under the California Environmental Quality Act (“CEQA”), based on Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that it will have no impact on the environment.

FISCAL IMPACT
There is no fiscal impact as a result of the recommended aciton.

Approved by:
___________________________
Michael Bruckner
City Manager
Attachments

1. Resolution No. 26-25.pdf

2. Register No. 26-25.pdf

3. Warrant Register No. 26-25.pdf
RESOLUTION NUMBER 26-25

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF SIERRA MADRE

APPROVING CERTAIN DEMANDS
WHEREAS, Government Code sections 37208-37209 authorize the City Council to ratify and approve warrants or checks drawn in payment of demands certified or approved by the Director of Finance as conforming to the budget; and, WHEREAS, the following demands have been reviewed and approved by the Finance Director; and,
WHEREAS, the Finance Director has verified that appropriated funds are available for payment thereof; and,
WHEREAS, the register of audited demands has been submitted to the City Council for approval; and
WHEREAS, City Warrants are the payment of bills, invoices and contractual obligations incurred by the City of Sierra Madre during the period enumerated therein, based on the approved fiscal year budget and existing budgetary authority, Municipal Code authority, or prior policy direction by the City Council; and WHEREAS, Payroll Transfer is the transfer of funds to cover the payroll costs for all City employees for the period enumerated therein.

NOW, THEREFORE, BE IT RESOLVED, that the City Council of the City of Sierra Madre does hereby approve payment of City Warrants in the aggregate amount of $472,992.13; Sierra Madre Library Warrants in the aggregate amount of $381,936.55; and Payroll Transfer in the aggregate amount of $601,570.51 for the fiscal year ending June 30, 2026.

APPROVED AND ADOPTED this 24th day of March 2026.
_____________________________________
Mayor, City of Sierra Madre, California
I hereby certify that the foregoing Resolution Number 26-25 was adopted by the City Council of the City of Sierra Madre at a regular meeting held on the 24th day of March 2026.

AYES:

NOES:

ABSTAIN:

ABSENT:
_____________________________________
City Clerk, City of Sierra Madre, California
City of Sierra Madre
Department of Finance
Warrant Register Recap
City Council Meeting of March 24, 2026

CITY OF SIERRA MADRE AND SIERRA MADRE LIBRARY
City of Sierra Madre Warrants …..……….………….…….……....………….…$472,992.13 Sierra Madre Library Warrants……...…..……..…………...……………......….$381,936.55 Payroll Transfer……..…..............………..……………………………………….$601,570.51 Warrant Register Post Date 3/24/26 Attachment 1A
Fiscal Year Description Amount Page #
FY25/26 General Warrants $295,640.56 1-5
FY25/26 General Manual Warrant $118,668.19 6-12
FY25/26 General Manual Utility Bills $58,683.38 13-14
Total $472,992.13
FY25/26 Library Warrant $381,127.78 15
FY25/26 Library Manual Warrant $808.77 16
Total $381,936.55
Pay Date:
3/12/2026 Payroll #05 $601,570.51 17-18
From: City of Sierra Madre-General Acct.

To: City of Sierra Madre-Payroll Acct.

Total $601,570.51
3/17/2026 10:11:27 AM Page 1 of 7
Check Approval Register
City of Sierra Madre, CA
APPKT08581 - GEN 3/24/26 Check Date: 03/17/2026
01 - Vendor Set 01
Packet:

Vendor Set:

Bank Code Payment Type Invoice # Invoice Description Account Number Distribution Amount Vendor Number Vendor Name Vendor Total
VEN01763 123STICKERS 220.07
APBWEST Check 98374 BUSINESS LICENSE TAGS
b49d8144-86d8-4325-89a1-b40f00b63f01
10000.40000.53100 220.07
VEN03814 AIR SOURCE INDUSTRIES 368.87
APBWEST Check 00976705 OXYGEN
9ae775c9-e845-4083-8ac9-b40f00c07196
10000.64000.53300 275.72
00977449 OXYGEN
923b5e50-edf7-40fa-96df-b40f00c0ae86
10000.64000.53300 93.15
1484 ALLIANT INSURANCE SERVICES 392.00
APBWEST Check 3301011 EVENT INSURANCE - CAR SHOW & FIRE PREVENTION 83a97e18-a5f9-46ba-bde0-b40f00c4a117
60007.70100.52200 392.00
VEN04080 ALTAF L ALI MD INC 250.00
APBWEST Check AALI 305 PRE-EMPLOYMENT TEST
436d2656-fbdb-4c2c-8c5c-b40f00c43daf
60007.70101.52100 250.00
VEN03454 AMAZON CAPITAL SERVICES 5,317.06
APBWEST Check 11G4-LFDX-4YJ7 MISC SUPPLIES 1/19/26 - 2/1/26 504bd583-5524-412f-b75e-b40f00c34a43
60003.30000.53103 405.48
14K4-WYLR-FPNL MISC SUPPLIES 2/16/26 - 3/1/26
bdbdb406-b968-4719-9f43-b40f00c3f7fa
60003.30000.53103 941.71
16YV-LVPC-1RML MISC SUPPLIES 2/16/26 - 3/1/26
cd204ab8-2024-4d90-88a0-b40f00c50ea7
72000.81200.53200 9.59
17FD-64GG-66K1 MISC SUPPLIES 12/8/25 - 12/21/25
a4954652-3659-451b-b1a9-b40f00c19b43
60003.30000.53103 950.19
1CL1-VTYH-3PQL MISC SUPPLIES CREDIT
f15f34c1-4998-4971-980b-b40f00c0d4f8
60003.30000.53103 -955.74
1DKH-3RCD-4HFG MISC SUPPLIES 1/19/26 - 2/1/26
3253f9ae-1530-4638-8790-b40f00c38170
60003.30000.53103 285.96
1DXF-NYFC-6DW1 MISC SUPPLIES 1/19/26 - 2/1/26
9d4fdc11-fbd8-4095-ab57-b40f00c30b96
71000.81100.53100 635.24
1HJW-F49Q-47WT MISC SUPPLIES 2/2/26 - 2/15/26
ef5bff6e-89c3-4f1a-a1f7-b40f00c3b19f
60001.83200.53205 36.12
1HKY-LKVD-HGML MISC SUPPLIES 1/5/26 - 1/18/26
12fedb33-89c7-4358-917b-b40f00c2dd0f
10000.50000.53100 248.65
1HVY-M1GT-FL4T MISC SUPPLIES 12/22/25 - 1/4/26
21f23b92-401c-46dc-a04b-b40f00c1da42
60003.30000.53103 947.84
1J7Q-Y4YC-HM9H MISC SUPPLIES 1/5/26 - 1/18/26
1cc6ab3f-d838-41d3-b2bc-b40f00c29554
60003.30000.53103 666.65
1Y77-M41T-HM7Q MISC SUPPLIES 1/5/26 - 1/18/26
68111934-d520-496a-a932-b40f00c220eb
60003.30000.53103 1,145.37
VEN03981 ANGEL'S AUTO REPAIR INC 4,710.08
APBWEST Check 039227 REPAIR & MAINTENCANCE - 2006 CHEVY SILVERADO (5119 8cd68287-666c-4aa2-9768-b410009f88fd
60000.83100.53208 3,928.24
039641 VEHICLE MAINT/#5136 SEWER CAMERA
70c75417-b247-45d4-9e2f-b40f00c70ab6
72000.81200.52302 781.84
1552 ARNOLD'S FRONTIER HARDWARE - Fire 18.77
APBWEST Check 118566 MISC. SUPPLIES
2a13dcaf-16eb-4163-90da-b40f00b79a68
10000.61000.53204 18.77
0122 ARNOLD'S FRONTIER HARDWARE - PW 319.97
APBWEST Check 118506 FY 25/26 PARK MAINTENANCE SUPPLIES 117d07c4-1f37-4490-b1eb-b410009f88c6
10000.83300.53001 11.04
118516 FY 25/26 MAINTENANCE SUPPLIES
539a45de-31d0-4652-89b5-b410009f8981
60001.83200.53200 31.57
118521 FY 25/26 PARK MAINTENANCE SUPPLIES
ba9e0bf9-68b4-4e82-9ba2-b410009f89e1
10000.83300.53001 19.87
118523 FY 25/26 PARK MAINTENANCE SUPPLIES
7fc38633-d15f-4eec-8789-b410009f8977
10000.83300.53001 19.86
118524 FY 25/26 WATER DEPT. MAINTENANCE SUPPLIES
670f57bd-1982-461e-8687-b410009f8913
71000.81100.53200 35.30
118528 FY 25/26 MAINTENANCE SUPPLIES
60540112-912c-4cf7-89ee-b410009f8909
60001.83200.53200 42.70
118529 FY 25/26 MAINTENANCE SUPPLIES
d0438cc5-58e9-47b0-869c-b410009f8972
60001.83200.53200 12.88
118535 FY 25/26 MAINTENANCE SUPPLIES
cc689392-d6a7-49dd-9365-b410009f890e
60001.83200.53200 12.78
118536 FY 25/26 WATER DEPT. MAINTENANCE SUPPLIES
be52158e-ce3b-4562-9dab-b410009f88cf
71000.81100.53200 7.63
118551 FY 25/26 MAINTENANCE SUPPLIES
06a71156-046b-49f7-ada7-b410009f89f0
60001.83200.53200 20.64
118561 FY 25/26 MAINTENANCE SUPPLIES
dc2e9ac8-9a67-4bc9-9e13-b410009f897c
60001.83200.53200 1.72
118573 FY 25/26 STREET DEPT. MAINTENANCE SUPPLIES
69412c60-2670-4961-bf02-b410009f8904
10000.83500.53206 11.04
118575 FY 25/26 STREET DEPT. MAINTENANCE SUPPLIES
db2ef7d8-f853-4dc1-94ab-b410009f895f
10000.83500.53206 11.04
118577 FY 25/26 MAINTENANCE SUPPLIES
b4274643-d8e4-4bd2-9b12-b410009f8977
60001.83200.53200 30.90
118578 FY 25/26 MAINTENANCE SUPPLIES
303e4f2a-83cc-4bfc-bb51-b410009f88d4
60001.83200.53200 3.65
118581 FY 25/26 MAINTENANCE SUPPLIES
15f1ecb6-1abb-47c3-a772-b410009f8991
60001.83200.53200 1.31
118598 FY 25/26 MAINTENANCE SUPPLIES
a730705d-8788-40fd-a32e-b410009f88b8
60001.83200.53200 10.25
118635 FY 25/26 MAINTENANCE SUPPLIES
89774971-0c9e-4a5b-9463-b410009f89bb
60001.83200.53200 28.62
118650 FY 25/26 MAINTENANCE SUPPLIES
9164dc61-64d7-4493-9d3d-b410009f88ec
60001.83200.53200 7.17
VEN04600 ARROWHEAD EVALUATION SERVICES INC 9,562.50
APBWEST Check 664734-01 Medical Exams - IDR Ted Walters bae8483e-01fd-440a-ade3-b410009f895a
60007.70101.52100 9,562.50
1200 BLUE DIAMOND MATERIALS 557.11
APBWEST Check 4473674 MAINT. SUPPLIES
9811442e-4c44-447b-b35a-b40f00cc69b5
10000.83500.53206 557.11
VEN04557 CALIFORNIA CONSULTING INC 4,600.00
APBWEST Check 7765 3/1/26 - 3/31/26 GRANT CONSULTING SERVICES 04b8dcee-6bba-47fd-91ae-b410009f8986
10000.32000.52200 4,600.00
VEN03980 CALIFORNIA INTERGOVERNMENTAL RISK AUTHORITY 37,035.56 1 3/17/2026 10:11:27 AM Page 2 of 7
APPKT08581 - GEN 3/24/26 Check Date: 03/17/2026
01 - Vendor Set 01
Packet:

Vendor Set:

Bank Code Payment Type Invoice # Invoice Description Account Number Distribution Amount Vendor Number Vendor Name Vendor Total
AP EFT WEST Electronic Funds Transfer INV-2895 FY 25/26 OCT - DEC 2025 WORK COMP 019fb6bf-ef66-4c42-8882-b410009f88f1
60007.70100.54805 37,035.56
VEN04372 CAR DR. MOBILE 1,177.32
APBWEST Check 6589 VEHICLE MAINT/#5102
a1e0d163-9def-407c-b4d2-b40f00cb2427
60000.83100.53208 1,177.32
VEN04592 CAVANAUGHS FINEST 1,163.01
APBWEST Check D42 FD - MAINT. SUPPLIES
da847e45-7c67-4d96-af34-b40f00c8c0f5
10000.61000.53300 1,163.01
1727 CHRIS CIMINO 740.11
APBWEST Check APRIL2026 APRIL 2026 RETIREE HEALTH INSURANCE d41405eb-aee4-410e-8f3a-b40f00ce337f
60007.70100.51302 740.11
VEN03855 CITIG INC 12,322.05
APBWEST Check 41150 REMOTE SUPPORT
e3756dda-82b3-453c-b78c-b410009f89eb
60003.30000.52100 5,598.75
41675 PRODUCT AGREEMENT: SM MS ENTRA ID P2 FOR GOV
ecb7a6f8-98e7-4c8c-b53f-b40f00cd65d3
60003.30000.53503 10.80
41811 OFFICE 365 LICENSING AND IMPLEMENTATION
7e62febb-ac21-420d-9a25-b410009f89a3
60003.30000.52100 6,712.50
VEN02284 CITY OF FOSTER CITY 1,164.00
APBWEST Check 16799 CALOPPS JOB POSTING: PW DIRECTOR
745f056d-0805-4aa2-831c-b40f00fefd34
60007.70100.52206 582.00
16823 CALOPPS JOB POSTING: FINANCE DIRECTOR
8c209ae8-326b-48bd-b034-b40f00feaaa9
60007.70100.52206 582.00
0326 CITY OF PASADENA 112.00
APBWEST Check 30028618 JAN 2026 PASADENA PD INMATE BOOKING AND HOUSING e2f16b41-819a-4621-aebe-b40f00ce8453
10000.50000.52200 112.00
1167 COMMUNITY MEDIA OF THE FOOTHILLS 2,547.16
APBWEST Check 051 MARCH 2026 TELECAST OF CITY MEETINGS
f518e464-4272-4e1d-b97d-b410009f892f
60003.30000.52100 2,547.16
1181 DELTA DISTRIBUTING 853.12
APBWEST Check 170676 FY 25/26 JANITORIAL SUPPLIES
e4c84df5-736b-4fdf-b402-b40f00d1325d
60001.83200.53200 707.26
170707 FY 25/26 JANITORIAL SUPPLIES
cc2c6a89-a572-4784-ad8f-b40f00cedb3a
60001.83200.53200 145.86
VEN03272 DEPT OF HEALTH CARE SERVICES 16,172.15
AP EFT WEST Electronic Funds Transfer INV043664 2026 #2 GEMT Quality Assurance Fee 186be9e9-c736-4fc2-9dcd-b410009f898b
10000.64000.52001 16,172.15
0713 DEPT OF JUSTICE 192.00
APBWEST Check 030218 FEB 2026 Payment for DOJ processing fees 8cb2ffb2-d414-4b1e-be06-b40f00f7eaf2
10000.50000.52200 192.00
VEN03180 DICKS AUTO SUPPLY 365.02
APBWEST Check 236200 FY 25/26 AUTO PARTS
653aeb04-385c-446b-a8d7-b40f00d021b5
60000.83100.53208 130.98
236241 FY 25/26 AUTO PARTS
81deddfb-afe8-44dc-9de6-b40f00cf4814
60000.83100.53208 79.70
236371 FY 25/26 AUTO PARTS
dec461a9-e623-404b-867a-b40f00d0cef3
60000.83100.53208 154.34
VEN04105 DR. ANGELICA LOZA-GOMEZ M.D., PC. 992.00
APBWEST Check 44 FEB 2026 Medical Director Services
e2a05c57-5589-424f-bfb3-b410009f8917
10000.64000.52200 992.00
1649 EMERGENCY RESPONSE CRIME SCENE CLEANING 150.00
APBWEST Check MW2026-212 BIO WASTE/DISPOSAL
861a4c47-f348-47f5-9fe6-b40f00d16304
10000.50000.52006 150.00
VEN04599 FOX AND LEOPARD LLC 2,465.00
APBWEST Check INV043665 REFUND: FILMING SECURITY DEPOSIT fcde57cc-1528-494c-b16d-b40f00d27440
10000.00000.23001 2,465.00
VEN01613 GANAHL LUMBER COMPANY 9.22
APBWEST Check LP40916 MISC. MAINT. SUPPLIES
ef4cca0f-a899-43c6-a7f8-b40f00d616bc
10000.83300.53001 9.22
VEN04489 GHD SERVICES INC 18,526.00
APBWEST Check 340-0171603 WEBSITE REDESIGN PROJECT
5f554dbf-af7a-4fb3-8678-b410009f89c9
39010.80000.56010 18,526.00
1639 GMS ELEVATOR SERVICES INC 135.00
APBWEST Check 129003 MONTHLY SERVICE
ca1d00e9-e55e-4ece-9960-b40f00d680f2
60001.83200.52200 135.00
1829 GOVERNMENTJOBS.COM INC 8,447.12
APBWEST Check INV-151982 3/3/26 - 3/2/27 NEOGOV SUBSCRIPTION FEE 464c1fcb-392a-4ec4-98fb-b410009f89d3
60007.70100.52200 8,447.12
VEN02697 GWMA 672.11
APBWEST Check HTU-25-53 FY 25/26 HARBOR TOXIC UPSTREAM
a39ee914-e8a4-4736-a66c-b40f00d51622
38015.81201.52001 672.11
VEN04602 HANNA, BROPHY, MACLEAN, MCALEER AND JENSEN, LLP 1,835.00 APBWEST Check INV043666 10/2/25 - 12/22/25 HR LEGAL SERVICES 5f6c3ae3-fa26-455e-b8a2-b40f00d6c3e0
60007.70100.52201 1,835.00
1359 HIRERIGHT, LLC 130.35
APBWEST Check H0254521 2/1/26 - 2/28/26 BACKGROUND SCREENING 3a6463c5-bdaf-4a54-b253-b40f00d7b9f7
60007.70101.52100 130.35
0243 HOSE MAN 14.61
APBWEST Check 0077813 MAINT. SUPPLIES #5134
8de4249b-2ddf-4ad4-b37f-b40f00d81856
60000.83100.53208 14.61
VEN04552 HUE C. QUACH 9,540.00
AP EFT WEST Electronic Funds Transfer SM25-000-009 2/1/26 - 2/13/26 FISCAL POLICY PROF CONSULTING 08d6627e-349d-414b-a1b9-b410009f88a5
60002.30000.52200 9,540.00
VEN04605 HUMANA 129.77
APBWEST Check INV043667 EMS REFUND RE: 25049871
3964fe34-2940-458f-9a35-b40f00d73327
10000.64000.47029 129.77
0937 INTERSTATE BATTERY SYSTEM OF 177.89
APBWEST Check 43201 BATTERY #2093
a849f1fb-248f-4fc5-a692-b40f00d93bd2
60000.83100.53208 177.89
1044 JESSE TORIBIO 370.06
APBWEST Check APRIL2026 APRIL 2026 RETIREE HEALTH INSURANCE d2368fda-0b15-4ec4-a5dd-b40f00da30b0
60007.70100.51302 370.06
VEN04587 KELLY CHRIST 225.00
APBWEST Check INV043668 REFUND: HOME OCCUPATION/SB 1186 DSA FEE fad202b6-71ce-43be-bd9f-b40f00db9694
10000.00000.23400 4.00
2 3/17/2026 10:11:27 AM Page 3 of 7
APPKT08581 - GEN 3/24/26 Check Date: 03/17/2026
02 - Vendor Set 02
Packet:

Vendor Set:

Bank Code Payment Type Invoice # Invoice Description Account Number Distribution Amount Vendor Number Vendor Name Vendor Total
APBWEST Check INV043668 REFUND: HOME OCCUPATION/SB 1186 DSA FEE fad202b6-71ce-43be-bd9f-b40f00db9694
10000.00000.43002 221.00
1165 KENNETH BERRY 740.11
APBWEST Check APRIL2026 APRIL 2026 RETIREE HEALTH INSURANCE e187ee8f-81df-4a35-8b31-b40f00dae0b8
60007.70100.51302 740.11
1185 KEYSTONE UNIFORM 30.72
APBWEST Check 071831 UNIFORMS
a755c879-41c4-4de4-ac7d-b40f00da7dd1
10000.50000.53303 30.72
VEN04543 KIMLEY-HORN AND ASSOCIATES INC 13,832.00
APBWEST Check 34765457 JAN 2025 GEN PLAN OPEN SPACE&CONSERVATION ELEM 0a4f7422-dedc-4e96-8dc1-b410009f88bc
60008.40000.52100 13,832.00
VEN04021 KYRIE DISIGN CORP 1,326.00
APBWEST Check 3096 MWTR BANNER
303b02bc-0698-4d75-8c77-b40f00dd9c35
10000.79007.52999 1,326.00
0515 LANDSCAPE WAREHOUSE 249.51
APBWEST Check 2602-592732 FY 25/26 MAINTENANCE SUPPLIES 5289ef93-342a-441c-af80-b40f00ece47f
10000.83300.53001 199.66
2602-595098 FY 25/26 MAINTEANCE SUPPLIES
f02566fe-745d-44e1-9bd9-b40f00ec2bba
10000.83300.53001 49.85
VEN04103 LEXISNEXIS RISK SOLUTIONS 202.50
APBWEST Check 1300250824 FEB 2026 LE Investigative and Analysis system fd9d075f-3f5f-40c4-b606-b40f00ef070a
10000.50000.52200 202.50
0277 LIEBERT CASSIDY WHITMORE 12,183.00
APBWEST Check 315279 JAN 2026 LEGAL SERVICES: INVESTIGATION ADVICE 41b3db0c-694f-481e-8a8a-b410009f88ae
60007.70100.52201 1,720.00
315280 JAN 2026 LEGAL SERVICES: INVESTIGATION ADVICE
842cf00a-bb53-4610-9789-b410009f89dc
60007.70100.52201 288.50
315281 JAN 2026 LEGAL SERVICES: INVESTIGATION ADVICE
a7dc4ded-6414-47ea-894f-b410009f895a
60007.70100.52201 1,648.50
315282 JAN 2026 LEGAL SERVICES: INVESTIGATION ADVICE
f934ef49-8860-418a-a01f-b410009f89e6
60007.70100.52201 2,769.00
315283 JAN 2026 LEGAL SERVICES: ADVICE AND COUNSEL
dfc68ee0-8194-45cc-b634-b410009f88ff
60007.70100.52201 399.50
315284 JAN 2026 LEGAL SERVICES: FLSA & PAYROLL REIVEW
f37de935-d12b-4a08-9a28-b410009f8956
60007.70100.52201 760.00
315285 JAN 2026 LEGAL SERVICES: GENERAL
f1779eca-2092-4d60-a039-b410009f8896
60007.70100.52201 3,517.50
315286 JAN 2026 LEGAL SERVICES: INVESTIGATION ADVICE
5891a7e5-bbcd-4cad-b918-b410009f88f6
60007.70100.52201 1,080.00
0640 LIFE-ASSIST INC. 573.23
APBWEST Check 2070721 FY 25/26 EMS Medical Supplies
1e32e25d-861e-4a74-b38c-b410009f8969
10000.64000.53300 125.80
2072929 FY 25/26 EMS Medical Supplies
125ac4d7-7c05-4ac4-a636-b410009f896e
10000.64000.53300 228.73
2076964 FY 25/26 EMS Medical Supplies
a997bc90-ccfd-4770-b7c6-b410009f8999
10000.64000.53300 218.70
VEN04515 MARIPOSA LANDSCAPES INC 16,023.00
APBWEST Check 115892 8/12/25 TREE REMOVAL ON STONEHOUSE RD. 416b885f-8736-49c6-aa0a-b410009f888c
10000.83300.52200 1,217.27
32012.83000.52200 683.38
60001.83200.52200 234.91
118647 FEB 2026 LANDSCAPE MAINTENANCE
61f22385-67d7-4537-a98a-b410009f8943
10000.83300.52200 7,915.84
32012.83000.52200 4,443.98
60001.83200.52200 1,527.62
VEN01070 MARTIN CRUZ 740.11
APBWEST Check APRIL2026 APRIL 2026 RETIREE INSURANCE
bd3ee85c-7a3e-4993-9c2f-b40f00ef60cf
60007.70100.51302 740.11
VEN02976 MEDICO PROFESSIONAL LINEN SERVICE 74.55
APBWEST Check 21396450 MEDICO WASTE SERVICES
39182a52-ab5f-4a01-86ef-b40f00efae45
10000.64000.53300 74.55
VEN03488 MUNICIPAL EMERGENCY SERVICES INC 1,440.61
APBWEST Check IN2435103 FY 25/26 PERSONAL PROTECTIVE UNIFORM EQUIPMENT 9eb55c0b-4fb8-4349-b3e2-b410009f88c1
10000.61000.53303 1,198.48
IN2438078 FY 25/26 PERSONAL PROTECTIVE UNIFORM EQUIPMENT 7699de73-c27e-413c-9406-b410009f8964
10000.61000.53303 242.13
1608 MUNICIPAL MAINTENANCE EQUIP IN 1,230.62
APBWEST Check 046683 MISC SUPPLIES/#5134
da69cc8b-519e-41dc-bdb7-b40f00f14bef
60000.83100.53208 210.79
046831 MISC SUPPLIES
38d18c48-f739-4260-a986-b40f00f125fd
60000.83100.53208 403.11
046863 MISC SUPPLIES
d4ad73b2-eeb2-4e83-9608-b40f00f0f01a
60000.83100.53208 580.20
046867 MISC SUPPLIES
9d8c295f-5117-4024-8a30-b40f00f003f8
60000.83100.53208 36.52
VEN03105 NORTHWEST EXCAVATING INC 37,160.00
APBWEST Check M11354 12/17/25-12/19/25 Yucca Basin - Bobtail Truck 311b13a7-aee2-42df-83c5-b410009f8885
10000.81201.52200 3,360.00
M11359 12/17/25-12/19/25 Yucca Basin - CAT 299D Skid Str 1fc8a099-32b9-4b89-99bf-b410009f88e7
10000.81201.52200 4,840.00
M11360 12/18/25 Yucca Basin - CAT 314E Excavator
fe4c8f22-8942-4e59-8b92-b410009f8953
10000.81201.52200 510.00
M11379 1/6/26 - 1/13/26 Yucca Basin - Bobtail Truck
096671b7-4035-4f40-86a8-b410009f8921
10000.81201.52200 6,160.00
M11380 1/6/26 - 1/13/26 Yucca Basin - CAT 299D Skid Steer 26fae2a9-9a3a-4cf9-8b9c-b410009f8939
10000.81201.52200 8,800.00
M11381 1/8/26 - 1/9/26 Yucca Basin - CAT 314E Excavator 878915a5-2768-474d-afaa-b410009f8943
10000.81201.52200 2,040.00
M11383 1/14/26 - 1/22/26 Yucca Basin-BobTail/Lowbed
65038e55-d4c4-489c-9fc0-b410009f894c
10000.81201.52200 6,750.00
M11384 1/14/26 - 1/20/26 Yucca Basin-Skid/Operator/lowbed fe839a5a-20c8-42ae-8602-b410009f88b3
10000.81201.52200 4,400.00
R5502 1/21/26 Yucca Basin - lowbed/Excavator
d7b6ec15-604d-488c-b0c3-b410009f88ec
10000.81201.52200 300.00
VEN04007 OCCUPATIONAL HEALTH CENTERS OF CA 100.00
APBWEST Check 89779750 PRE-EMPLOYMENT EXAM
7b046181-501d-4579-9611-b40f00f49d35
60007.70101.52106 50.00
89944904 PRE-EMPLOYMENT EXAM
49deb02b-af6b-48c0-bb10-b40f00f19bf8
60007.70101.52106 50.00
0786 OFFICE DEPOT, INC 88.86
APBWEST Check 459752193001 OFFICE SUPPIES
48d35abd-60e2-4ffb-881b-b40f00f5535e
10000.50000.53100 13.69
3 3/17/2026 10:11:27 AM Page 4 of 7
APPKT08581 - GEN 3/24/26 Check Date: 03/17/2026
01 - Vendor Set 01
Packet:

Vendor Set:

Bank Code Payment Type Invoice # Invoice Description Account Number Distribution Amount Vendor Number Vendor Name Vendor Total
APBWEST Check 459752195001 OFFICE SUPPIES
85987c4a-3e68-41e7-a0e1-b40f00f4dec8
10000.50000.53100 15.57
460277728001 OFFICE SUPPIES
e1c9cc0e-ad4f-497a-b0c9-b40f00f57f37
60002.31100.53100 59.60
VEN04556 OUTSIDE PLANT CONSTRUCTION INC 14,469.00
APBWEST Check SM003 RESURFACING OF S. MOUNTAIN TRAIL
fb1652f1-ea7b-4d51-82cf-b410009f892a
37009.85000.56015 14,469.00
VEN03169 PACIFIC TRAFFIC CONTROL INC 1,095.47
APBWEST Check INV33538-2 SERVICE: POSTING OF NO PARKING SIGNS 06a9b2d8-e32e-410d-a1a6-b40f00f5a401
10000.79007.52999 1,095.47
0323 PASADENA HUMANE SOCIETY 4,703.57
APBWEST Check MAR2026CtySM MARCH 2026 Animal Control Services 7586c469-bd66-4443-8690-b410009f8994
10000.50000.52004 4,703.57
0124 PATTON SALES CORP. 96.80
APBWEST Check 5185246 MISC SUPPLIES
61eea621-3b57-4b20-9472-b40f00f619b4
71000.81100.53205 96.80
VEN01608 PHOENIX GROUP INFORMATION SYSTEMS 2,549.58
APBWEST Check 012026200 JAN 2026 Parking and citation services c6fcd0f5-b804-4639-b1cb-b410009f89d8
10000.50000.52200 2,549.58
0336 POST ALARM SYSTEMS 511.57
APBWEST Check 1903350 4/1/26-4/30/26 FY 25/26 ALARM SAFETY MONITORING 94e766ba-4301-4dbe-9ef8-b410009f8947
60000.83100.52200 511.57
0338 PRUDENTIAL OVERALL SUPPLY 391.26
APBWEST Check 52956405 FY 25/26 PUBLIC WORKS UNIFORMS
60244e76-e311-40fb-ac19-b410009f89b6
60001.83200.53303 130.42
52958212 FY 25/26 PUBLIC WORKS UNIFORMS
cf594187-3f56-45d0-8693-b410009f89b2
60001.83200.53303 130.42
52959910 FY 25/26 PUBLIC WORKS UNIFORMS
1c50cadf-1c8e-4625-adb6-b410009f88de
60001.83200.53303 130.42
0360 QUINN COMPANY 185.70
APBWEST Check PC811069894 MISC SUPPLIES
b2728c64-fd95-444d-b48d-b40f00f65ef3
60000.83100.53208 185.70
VEN04165 R&A TANK TECHNOLOGIES LLC 165.00
APBWEST Check 2026-0314 MARCH 2026 MONTHLY INSPECTION
2913ddec-fdaa-4715-b994-b40f00f6fbc9
60000.83100.55001 165.00
VEN02937 RCI IMAGE SYSTEMS 724.95
APBWEST Check 77817 FY 25-26 CERT BOX DESTRUCTION
30b15bf7-ff85-4114-813a-b410009f899e
10000.40000.52200 724.95
VEN01039 RCS INVESTIGATIONS & CONSULTING LLC 5,400.00
APBWEST Check 7292 INTERNAL AFFAIRS INVESTIGATIONS
045eb472-1957-4ef2-9148-b410009f893e
60007.70100.52201 5,400.00
1485 RED SUPPLY INC 769.73
APBWEST Check 32650 MAINT SUPPLIES
2e33d623-abe8-4014-9542-b40f00f7ad96
60001.83200.53200 128.71
32671 MAINT SUPPLIES
733b03aa-7e72-49dc-bfd8-b40f00f69393
60001.83200.53200 641.02
0346 RED WING SHOES 391.81
APBWEST Check 20260310014862 FY 25/26 PW AND UTILTIES WORK BOOTS 41f42256-c481-43c8-85e1-b410009f88cb
60001.83200.53303 391.81
VEN03177 RELIABLE BUILDING MAINTENANCE LLC 3,250.00
APBWEST Check 1176 MAR 2026 JANITORIAL SERVICES
b583c695-f155-4bc8-a92b-b410009f8926
60001.83200.52200 3,250.00
VEN03833 SCOTT ROSEVEAR 512.05
APBWEST Check INV043669 TRAVE REIMB: SD MIRAMAR COLLEGE: PLANS EXAMINER 1B 2b671d04-3e01-436c-a782-b40f00faaa5a
10000.61000.52205 512.05
1443 SHRED-IT USA LLC 486.24
APBWEST Check 8013671092 FEB 2026 Document shredding service 73af8a23-2b76-47ba-a1d2-b40f00f9c5fc
10000.50000.52200 486.24
0821 SOUTHWEST HYDROTECH 3,465.90
APBWEST Check 31958 ANNUAL CLAY VALVE MAINTENANCE
f1f6bcf3-9ad8-4121-966e-b410009f88e2
71000.81100.52200 3,465.90
VEN01027 STUBBIES 271.25
APBWEST Check 25591 DS TABLE COVER
625b4cf4-84c5-4030-9341-b40f00fc5b5e
10000.40000.53999 271.25
VEN02444 SUPERIOR COURT OF CA, CO OF L. A. 1,593.00
APBWEST Check JAN2026 JAN 2026 Citation Revenue distribution 5326d860-8cc0-49c9-a510-b410009f89b6
10000.50000.52200 1,593.00
VEN02014 SUSAN SAXE CLIFFORD, Ph.D. APC. 4,005.00
APBWEST Check 25-1219-1 Psychological Evaluation
a5f53bc9-0880-405a-9319-b410009f88d4
60007.70101.52100 3,555.00
26-0226-7 Psychological Evaluation
8cc66196-b677-44bd-b435-b40f00fd060c
60007.70101.52100 450.00
1245 THE WORKSHOP 176.80
APBWEST Check 75499 WISTARIA FESTIVAL SIGNS
71886bb0-d903-4c3d-8efb-b40f00fde8e2
60003.30000.53102 88.40
75525 NEW WEB SITE SIGNS
ecb0348f-9e99-4b71-8153-b40f00fda688
60003.30000.53102 88.40
VEN04051 TITAN AUTOMATION & IRON 1,614.80
APBWEST Check 2499 LMUNTG: DUAL PURPOSE RFID
ab36a3c0-543f-4288-8fb9-b40f01080ff6
60001.83200.56010 1,614.80
VEN04278 TRUE POLYGRAPH LLC 250.00
APBWEST Check 1156 SIERRA MADRE PRE EMPLOYMENT TEST
31d90410-9070-48db-a6b2-b40f00fe112b
60007.70101.52100 250.00
VEN04104 UCLA CENTER FOR PREHOSPITAL CARE 1,217.76
APBWEST Check 3013-1528 MAR 2026 Nurse Educator Services 89047aba-53bb-4171-af71-b410009f89c0
10000.64000.52200 1,217.76
0410 UNDERGROUND SERVICE ALERT 93.85
APBWEST Check 220260704 FY 25/26 UNDERGROUND ALERTS
dacc61eb-7ff6-4264-84de-b40f0109ca33
71000.81100.52200 93.85
1243 USA BLUEBOOK 1,068.24
APBWEST Check INV00923789 FY 25/26 UNDERGROUND ALERTS
1d59a0b3-c204-43b4-98af-b40f010a1409
71000.81100.53209 1,068.24
0158 VULCAN MATERIALS COMPANY 830.74
APBWEST Check 5712662 COLD MIX
941cd85e-7354-4b77-8923-b40f010a8b23
10000.83500.53206 830.74
4 3/17/2026 10:11:27 AM Page 5 of 7
APPKT08581 - GEN 3/24/26 Check Date: 03/17/2026
01 - Vendor Set 01
Packet:

Vendor Set:

Bank Code Payment Type Invoice # Invoice Description Account Number Distribution Amount Vendor Number Vendor Name Vendor Total
0335 WATERLINE TECHNOLOGIES 1,107.67
APBWEST Check 5779554 CYLINDER RETURN 2/3/26
b575fcb5-f577-4fca-9c47-b40f010bc4bf
71000.81100.53209 -150.00
5781379 FY 25/26 CHLORINE GAS SUPPLIES
33155944-583e-48cc-aa0b-b410009f89ac
71000.81100.53209 1,557.67
5781562 CYLINDER RETURN 2/23/26
b4e4b7af-5041-4097-87ed-b40f010cee99
71000.81100.53209 -300.00
VEN04223 WICKED EARTH 1,074.94
APBWEST Check 3524 MWTR PROMO ITEM: TEES CREW AND V-NECK SHIRTS 27d632ee-5d81-412f-9ab2-b40f010ac540
10000.79007.52999 1,074.94
0425 WILLDAN ASSOCIATES 10,606.29
APBWEST Check 002-36612 DEC 2025 FIRE PLAN CHECK
490ae849-734b-40c1-a044-b410009f890e
10000.40000.52100 6,407.94
002-36648 FEB 2025 FIRE PLAN CHECK
d8ac6d76-3477-4594-af85-b410009f886b
10000.40000.52100 4,093.35
00631842 JAN 2026 PLAN CHECK AND INSPECTIONS
17dd43a2-c23e-4c6a-bd9f-b410009f8934
10000.40000.52100 105.00
1053 WITTMAN ENTERPRISES, LLC 2,587.71
APBWEST Check 202601-C1853 JAN 2026 EMS Billing Services 53e7657c-a7c7-4385-bade-b410009f89c5
10000.64000.52200 2,587.71
Report Total: 295,640.56
5 3/17/2026 10:22:15 AM Page 1 of 2
Check Approval Register
City of Sierra Madre, CA
APPKT08551 - GEN MAN 3/24/26 Check Date: 02/27/2026
01 - Vendor Set 01
Packet:

Vendor Set:

Bank Code Payment Type Invoice # Invoice Description Account Number Distribution Amount Vendor Number Vendor Name Vendor Total
VEN01551 LACPCA 300.00
APBWEST Check INV043481 LACPCA APRIL 2026 TRI-CTY SPRING CONF-REG FEE GB bafb2c4b-981c-45c5-8a3c-b3fe00e98331
10000.50000.53402 300.00
VEN03501 PATRICK SIMCOCK 700.00
APBWEST Check INV043480 REIMB: 2026 PLANNING COM. ACADEMY: LODGING FEE 08244a8e-5fe2-4aa2-9990-b3fe00e755b7
10000.40000.53402 700.00
Report Total: 1,000.00
6 3/17/2026 10:24:34 AM Page 1 of 2
Check Approval Register
City of Sierra Madre, CA
APPKT08556 - GEN MAN 3/24/26 Check Date: 03/03/2026
01 - Vendor Set 01
Packet:

Vendor Set:

Bank Code Payment Type Invoice # Invoice Description Account Number Distribution Amount Vendor Number Vendor Name Vendor Total
1497 MOUNTAIN VIEWS NEWS 3,049.51
APBWEST Check CM202304180 PUBLICATION OF NOTICES SP ELECTION/ORDINANCES 941fb668-a43f-4ef2-8348-b40200b1e0cc
10000.12000.52206 3,049.51
0373 SAN GAB VALLEY CITY MANAGERS ASSOC. 40.00
APBWEST Check INV043482 MEASURE G CONF. REG FEE X 1
297ae91f-2ebf-4038-963c-b40100ef86df
60002.30000.53409 40.00
Report Total: 3,089.51
7 3/17/2026 10:27:32 AM Page 1 of 2
Check Approval Register
City of Sierra Madre, CA
APPKT08561 - GEN MAN 3/24/26 Check Date: 03/10/2026
01 - Vendor Set 01
Packet:

Vendor Set:

Bank Code Payment Type Invoice # Invoice Description Account Number Distribution Amount Vendor Number Vendor Name Vendor Total
VEN04604 STATE FIRE TRAINING 375.00
APBWEST Check INV043483 STATE FIRE TRAINING REG. FEES: GACAD 4901eff9-ed43-48aa-9ba7-b40400aa0f78
10000.61000.52205 375.00
Report Total: 375.00
8 3/17/2026 10:29:46 AM Page 1 of 2
Check Approval Register
City of Sierra Madre, CA
APPKT08565 - GEN MAN 3/24/26 Check Date: 03/11/2026
01 - Vendor Set 01
Packet:

Vendor Set:

Bank Code Payment Type Invoice # Invoice Description Account Number Distribution Amount Vendor Number Vendor Name Vendor Total
VEN04220 CHRISTENSEN BROTHERS GENERAL ENGINEERING 99,734.46 APBWEST Check 608-RET RET RELEASE PRJ: FY23/24 WATER MAIN/ STR PROJ SMB 5d46ea0a-42c2-4978-b606-b4090121eb84
32012.00000.23500 1,808.85
71000.00000.23500 97,925.61
Report Total: 99,734.46
9 3/17/2026 10:33:34 AM Page 1 of 3
Check Approval Register
City of Sierra Madre, CA
APPKT08571 - GEN BOA MAN 3/24/26 Check Date: 03/12/2026 01 - Vendor Set 01
Packet:

Vendor Set:

Bank Code Payment Type Invoice # Invoice Description Account Number Distribution Amount Vendor Number Vendor Name Vendor Total
0823 BANK OF AMERICA 10,648.86
APBWEST Check INV043492 LA - BROWN ACT TRAINING: MENDOZA 9d1dedb6-be66-41b9-a2c8-b40400e3afd7
10000.12000.53402 75.00
INV043493 LA - BROWN ACT TRAINING: AGUILAR
4bd5530f-d157-49b9-9c2c-b40400e89de1
10000.12000.53402 75.00
INV043494 GB - PARTERSHIP/AGENCY COLLABORATION: MEAL
9954016b-fccb-4eb1-84c0-b40400e9eed3
10000.50000.53409 29.70
INV043497 GB - IACP MEMBERSHIP DUE 1 YEAR: BARRIENTOS
54d7b199-f455-4e90-805d-b408010a1021
10000.50000.53402 220.00
INV043498 GB - LABEL/CONFERANCE/MTG REC.
8331c5a7-a4d0-478a-b9a3-b408010aba44
10000.50000.53402 90.13
INV043499 GB - CLEARS - RECORDS ANNUAL MEMBERSHIP
acb4fa80-1919-41d3-859d-b408010ba1c2
10000.50000.53409 75.00
INV043500 BB - GRAMMARLY TYPING ASSISTANCE
8e408e40-c3d9-4d53-b94e-b408010d5407
10000.61000.53409 30.00
INV043501 BB - CONVERTABLE HARNESS: KNAPP
42170a20-ee16-4666-9d9d-b408011032c1
10000.61000.53300 611.08
INV043502 BB - STORAGE FOR FD MASTER PLAN
b3bab58a-4b5c-4b87-ae8e-b4080110730e
10000.61000.53409 11.99
INV043503 BB - PARAMEDIC RECERT - KNAPP
e2178cb2-08a2-402a-8d25-b4080110a791
10000.64000.52205 250.00
INV043504 BB - LEAGUE OF CAL CITIES - FUEL: BARTLETT
339f2af6-d092-4bfa-8c8e-b4080110de21
10000.61000.53402 20.00
INV043505 BB - LEAGUE OF CAL CITIES - PARKING FEE
839d3cbe-f1f5-477d-876a-b40801112e21
10000.61000.53402 45.00
INV043507 BB - ALL AMER. FIRE LEADERSHIP HOTEL FEE: BARLETT f39f9445-da95-47bd-9090-b408011d9dde
10000.61000.52205 227.97
INV043508 BB - ALL AMER. FIRE LEADERSHIP HOTEL FEE: GACAD 169bf2ca-836c-4391-a32b-b408011dec1b
10000.61000.53402 227.97
INV043509 BB - LEAGUE OF CALF. CITIES - FUEL: BARTLETT
db4be61b-d6b2-477b-a3bb-b408011e4b76
10000.61000.53402 57.00
INV043511 BB - LEADERSHIP SEMINAR CONF: SEATING CHARGE
5378c601-f651-4395-b034-b409009dfdde
10000.61000.52205 262.00
INV043512 BB - LEADERSHIP SEMINAR CONF: FLIGHT FEE
4193a992-78a2-43d8-898b-b409009f4404
10000.61000.52205 803.94
INV043513 MH - FINANCE DIRECTOR INTERVIEW PANEL - MEAL
1609d899-f813-4986-a905-b40900b3f023
60007.70100.53999 94.20
INV043514 CL - EMPLOYEE DEVELOPMENT - LUNCH
e2e0e082-bfd7-4291-af1e-b40900b4bf4b
10000.40000.53999 220.00
INV043515 CL - EMPLOYEE DEVELOPMENT
37ccda6a-4552-4865-85f3-b40900b5608b
10000.40000.53999 24.99
INV043516 OM - MISAC CONF. REG. FEE: DELGADO
15022dcb-3c66-4328-b092-b40900b8d29b
60003.30000.53402 150.00
INV043517 OM - MISAC CONF. REG. FEE: MILLAN
1c4d3914-7e0d-41d9-880d-b40900b989fa
60003.30000.53402 150.00
INV043518 OM - LOCAL EMERGENCY SAT. INTERNET 2/8/26 - 3/8/26 458f1f6e-4d67-4e05-be41-b40900b9b2e6
60003.30000.52200 540.00
INV043519 OM - ONLINE INSPECTION CALENDER: 2/7/26 - 3/7/26 3f955a64-ef23-4e9a-a645-b40900b9f076
60003.30000.53503 78.00
INV043520 OM - SUNSCRIPTION - SOP SOFTWARE: 2/2/26 - 10/7/26 1f67ade8-cc1d-4de9-88c3-b40900ba31a2
60003.30000.53503 97.31
INV043521 OM - SIP TRUNK - COUNCIL CHAMBERS
b538d20b-49d9-4ad3-b08a-b40900ba744f
60003.30000.55005 20.09
INV043522 OM - SIP TRUNK - COUNCIL CHAMBERS
1a2e6516-e50d-438d-af69-b40900baa602
60003.30000.55005 20.07
INV043523 OM - PRESENTATION SOFTWARE
4d38bfdd-c6be-40cf-b310-b40900bacf01
60003.30000.53503 198.00
INV043524 OM - REMOTE SUPPORT SUBSCRIPTION
107ebac0-12f5-43f1-a6a9-b40900baf9e6
60003.30000.53503 298.00
INV043525 OM - DNS RENEWAL
6a5bdb26-d30f-4162-a9dd-b40900bb60f0
60003.30000.53503 4.99
INV043526 OM - CAPIO CONF. REG FEE: CONCHAS
e4468937-20b4-44be-8e8e-b40900bb8875
60003.30000.53402 750.00
INV043527 OM - SIP TRUNK - SCADA SYSTEM
ac2f1913-3761-44c3-b753-b40900bbcc06
60003.30000.55005 40.74
INV043528 OM - ROAM EMERGENCY SAT.INTERNET 1/17/26 - 2/17/26 929a5ad5-8d1f-4436-b587-b40900bbf624
60003.30000.52200 215.00
INV043529 OM - ZOOM AUDIO SERVICE 11/17/25 - 1/16/26
3451479d-e027-45ee-bf11-b40900bc2bf5
60003.30000.53503 71.50
INV043568 TT - FEB 2025 BINGO SUPPLIES
c268935f-481e-41b8-b8c1-b40a00bdcbce
37006.72000.53999 31.37
INV043569 TT - FEB 2025 SOCIAL-MARINARA
e5adec68-e444-4ec1-8fe6-b40a00be74ad
37006.72000.53999 14.09
INV043570 TT - FEB 2025 - REFUND
ee7f1251-da13-40a2-8924-b40a00bf352a
37006.72000.53999 -439.10
INV043571 TT - FEB 2025 - LUNCH
041fa38d-a374-48f8-90fe-b40a00bf68d5
37006.72000.53999 475.76
INV043572 TT - FEB 2025 - DESSERTS
e15b4cdb-02ad-48de-8708-b40a00bfa3a5
37006.72000.53999 78.96
INV043573 TT - FEB 2025 SOCIAL & BINGO: SNACKS
be079869-ea5f-461c-b8e5-b40a00bfcafb
37006.72000.53999 152.91
INV043574 TT - FEB 2025 - CRAFTS: SUPPLIES - CREDIT
4b6d36a1-6d10-4e19-88c7-b40a00c00147
37006.72000.53999 -37.69
INV043575 TT - BLACK HISTORY MONTH - BUTTON PINS
f0c4c96f-cc70-458b-8c86-b40a00c05b9e
37006.72000.53999 11.04
INV043577 TT - BLACK HISTORY MONTH - PENS
26dc99a2-a7d2-4b9b-bf72-b40a00c10179
37006.72000.53999 20.98
INV043578 TT - HART PARK HOUSE - OFFICE HEATERS
1c06fcd8-e99b-4ab7-9a58-b40a00c12f68
10000.70000.53999 100.53
INV043579 TT - FEB 2025 MOVIES AND SOCIAL
4dbe06b2-9305-4b3c-bad2-b40a00c167b6
37006.72000.53999 75.38
INV043580 TT - FEB 2025 SOCIAL - SNACKS
04c45bc8-96af-4ea5-9f35-b40a00c1a9d9
37006.72000.53999 100.62
INV043581 TT - FEB 2025 SOCIAL - PRIZES
aaa22680-fa8f-4bda-b49d-b40a00c1fba5
37006.72000.53999 76.27
INV043582 TT - FEB 2025 SOCIAL & BINGO - SNACKS
345e90fe-1a5d-4b46-948d-b40a00c2297e
37006.72000.53999 101.50
INV043583 TT - FEB 2025 SOCIAL - LUNCH
63023638-4166-4c28-ba3b-b40a00c26284
37006.72000.53999 439.10
INV043584 TT - FEB 2025 SOCIAL - PENS/SCRATCHERS
f4aa4c5e-5ea4-4c04-becb-b40a00c292f3
37006.72000.53999 33.13
INV043585 TT - OLDER AMERICAN: SUPPLIES
23c54b49-431d-429c-9d98-b40a00c2d724
37006.72000.53999 155.63
INV043586 TT - FEB 2025 SOCIAL - PRIZES
73facc9b-70b3-4578-aeb7-b40a00c30ee2
37006.72000.53999 19.92
INV043587 TT - JAN 2025 - BD CELEBRATIONS: SUPPLIES
f2be4fd7-e97f-41b2-9ca8-b40a00c347fe
37006.72000.53999 44.43
10 3/17/2026 10:33:34 AM Page 2 of 3
APPKT08571 - GEN BOA MAN 3/24/26 Check Date: 03/12/2026 01 - Vendor Set 01
Packet:

Vendor Set:

Bank Code Payment Type Invoice # Invoice Description Account Number Distribution Amount Vendor Number Vendor Name Vendor Total
APBWEST Check INV043588 TT - FEB 2025 SOCIAL - MOVIES - SNACKS a13a3975-9f26-4a22-af4f-b40a00c3a137
37006.72000.53999 35.32
INV043589 TT - FEB 2025 CRAFTS - SUPPLIES
f3fa254e-3158-47bd-b4d5-b40a00c3eacd
37006.72000.53999 30.87
INV043590 TT - MARCH 2025 CRAFTS - SUPPLIES
148e29cb-091a-4547-bbaf-b40a00c41983
37006.72000.53999 39.75
INV043591 TT - MARCH 2025 CRAFTS - SUPPLIES
f2f25253-aac6-49ba-9b7d-b40a00c47c70
37006.72000.53999 13.25
INV043592 TT - MARCH 2025 CRAFTS - SUPPLIES
52e44ee9-ed85-44b2-b7ce-b40a00c4a804
37006.72000.53999 26.50
INV043593 TT - FEB 2025 BINGO - SNACKS
3cd64b1b-3f0a-4a99-9072-b40a00c4ccce
37006.72000.53999 35.55
INV043594 TT - MARCH 2025 BINGO - DECOR
839c3e9f-9ef1-425f-9ab1-b40a00c50054
37006.72000.53999 11.25
INV043595 TT - FEB 2025 CRAFTS - SUPPLIES
1a0348d4-3379-44ee-a32c-b40a00c52ca1
37006.72000.53999 68.70
INV043596 TT - FEB 2025 CRAFTS - SUPPLIES
865fe125-6218-462a-894b-b40a00c57273
37006.72000.53999 14.69
INV043597 TT - FEB 2025 BINGO - DECOR
b29bd4df-d7bf-4699-a1ac-b40a00c5a1e2
37006.72000.53999 92.19
INV043598 TT - MARCH 2025 - BINGO DECOR
331d1138-e865-4b16-a051-b40a00c5c94b
37006.72000.53999 38.22
INV043599 TT - FEB 2025 BINGO DECOR
b4fd2e8f-07bf-4619-a403-b40a00c5f9e4
37006.72000.53999 11.86
INV043600 TT - CPRS ANNUAL CONF. & EXPO REG: WILSON/LOPEZ 851f2d46-bc79-4bdd-81ec-b40a00c62446
10000.70000.53402 1,230.00
INV043601 TT - HART PARK - WATER SERV.
8fc467e9-7550-452c-8b75-b40a00c6b6c1
37006.72000.52200 82.91
INV043621 MB - BREAKFAST W/MAYOR
f605ca0e-740b-405f-ba65-b40a00d12584
60002.30000.53999 60.03
INV043622 MB - BREAKFAST W/MAYOR
85b1657b-888b-4145-9fdb-b40a00d1d81a
60002.30000.53999 59.60
INV043623 MB - GFOA: CERT. OF ACHIEVEMENT REVIEW
2ed58952-62f3-4f45-a13b-b40a00d1fc4e
60002.30000.53409 590.00
INV043624 MB - PARKING STRUCTION FEE
4676bbc5-8bd3-4932-81a2-b40a00d2733f
60002.30000.53999 24.30
INV043625 MB - 2026 CSMFP MEMB DUES: VU
28d04015-fe16-4481-880e-b40a00d2a0b7
60002.30000.53409 60.00
INV043626 MB - 2026 CSMFP MEMB DUES: CLIFTON
1afb0fd3-43dd-4929-8b65-b40a00d340ff
60002.30000.53409 60.00
INV043627 MB - 2026 CSMFP MEMB DUES: ZARAGOZA
53539a77-ef7f-47b3-bc4f-b40a00d36891
60002.30000.53409 60.00
INV043628 MB - 2026 CSMFP MEMB DUES: RAIT
ec066a37-c6ba-4246-8179-b40a00d38f41
60002.30000.53409 155.00
INV043629 MB - 2026 CSMFP MEMB DUES: YANG
33afee56-da2a-4518-912c-b40a00d3b4c6
60002.30000.53409 155.00
INV043630 MB - BREAKFAST W/MAYOR
180d3480-0619-4004-8144-b40a00d3da7e
60002.30000.53999 60.60
INV043631 RM - COUNCIL CLOSE SESSION - MEAL
dcb8f2c7-ecba-4db3-a8f9-b40a00d4d877
10000.11000.53999 211.40
INV043632 RM - CITY COUNCIL SUPPLIES
bf5acbb7-0785-4de1-86e7-b40a00d52de3
10000.11000.53999 113.32
INV043633 RM - PEPPERDINE EVENT OVERCHARGE - REFUND
8f66d779-c520-45ee-8bb0-b40a00d55f7f
60002.30000.53402 -296.00
INV043634 RM - OFFICE SUPPLIES
68265d13-06ef-4a03-a32e-b40a00d5b6d6
60002.30000.53999 65.05
0833 HOME DEPOT 1,222.36
APBWEST Check 1364775 1502 - BANNER POLES HARDWARE
3ce2ca41-870c-457f-9113-b4040113640f
32012.83000.53200 11.45
2023758 1502 - HART PARK HOUSE MAINT. SUPPLIES
8721ae0e-a798-4b9b-8aac-b40401144ed7
60001.83200.53205 38.64
2548269 6422 - BATTERY FOR GRINDER
20d7c710-cee3-4b1d-9900-b40401151f02
60001.83200.53205 329.29
4023109 1502 - EAGLE PROJECT SUPPLIES - MEMORIAL PARK
9fb93b6f-59b7-42fe-8766-b40401140a5e
10000.83300.53001 42.65
6521034 6422 - PD FACILITIES REPAIRS
02a7a33e-48b7-4b76-b522-b40401149a78
60001.83200.53205 78.26
6835421 6422 - CH - FACILITIES REPAIR & MAINT.
4b07efa8-a03d-4fc0-b475-b4040115b9ae
60001.83200.53205 187.16
8022157 1502 - YUCCA RAIL & TIMBER STRUCTURE
9a87da2b-9c62-4f40-84e0-b4040111a58b
60001.83200.53205 394.31
WN48772552694553 6422 - BANNER POLE CLEAT
805b3bf0-1a56-46ec-8a72-b40401156c30
32012.83000.53200 140.60
Report Total: 11,871.22
11 3/17/2026 10:35:02 AM Page 1 of 2
Check Approval Register
City of Sierra Madre, CA
APPKT08575 - GEN MAN 3/24/26 Check Date: 03/16/2026
01 - Vendor Set 01
Packet:

Vendor Set:

Bank Code Payment Type Invoice # Invoice Description Account Number Distribution Amount Vendor Number Vendor Name Vendor Total
VEN04609 THE REGIONAL TRAINING CENTER 2,598.00
APBWEST Check 69ab5839b4ffe UAS BASIC (DRONE) PILOTS COURSE - SAUCEDO 9ed66df7-2f19-4cbf-8d98-b40f00881d73
10000.50000.52005 2,598.00
Report Total: 2,598.00
12 3/17/2026 10:16:01 AM Page 1 of 3
Check Approval Register
City of Sierra Madre, CA
APPKT08572 - UB MAN 3/24/26 Check Date: 03/13/2026
01 - Vendor Set 01
Packet:

Vendor Set:

Bank Code Payment Type Invoice # Invoice Description Account Number Distribution Amount Vendor Number Vendor Name Vendor Total
0129 AT&T 6,301.09
APBWEST Check INV043636 818 291-0241 661 1 2/4/26 - 3/3/26 1f65ff9c-3950-46a1-be53-b40b00f6fc27
60003.30000.55005 2,875.41
INV043637 818 246-3783 591 4 2/23/26 - 3/22/26
d12a1834-fcfe-459c-8061-b40b00f8a51a
60003.30000.55005 3,425.68
VEN04074 CHARTER COMMUNICATIONS 3,669.48
APBWEST Check 106917301030126 106917301 3/1/26 - 3/31/26 ac3031af-0a5b-44ff-a76d-b40b011a652c
60003.30000.55005 1,280.00
187633301022126 187633301 2/27/26 - 3/26/26
4e571947-4cf4-4096-b698-b40b0118d09f
60003.30000.52200 913.33
188596301022126 188596301 2/25/26- 3/24/26
d2b6c09a-269b-4357-bea0-b40b01192c13
60003.30000.52200 199.98
188596401022126 188596401 2/25/26 - 3/24/26 YMCA ELEVATOR 561b112f-b90a-4dad-8893-b40b01196e9a
60003.30000.52200 49.75
188596901020126 188596901 2/1/26 - 2/28/26
204b1402-8446-4350-9c9f-b40b011768c2
60003.30000.52200 204.35
188596901030126 188596901 3/1/26 - 3/31/26
60e752a9-0902-449e-991a-b40b01188469
60003.30000.52200 212.47
188597101030126 188597101 3/6/26 - 4/5/26
083c02ba-bb55-4559-a0f9-b40b0119d773
60003.30000.52200 269.98
188597401022126 188597401 2/27/26 - 3/26/26
b9effd71-e27b-4c8c-a64a-b40b011aa275
60003.30000.52200 329.64
188597601022126 188597601 2/25/26 - 3/24/26
c978db82-545f-4b50-b6ee-b40b0119a08d
60003.30000.52200 209.98
VEN02792 FRONTIER CALIFORNIA INC 10,336.89
APBWEST Check INV043653 209-188-3757-030707-5 3/4/26 - 4/3/26 1679b09a-5d14-4c3d-b885-b40b011b2066
60003.30000.55005 3,862.04
INV043654 626-197-1492-030922-5 3/1/26 - 3/31/26
99652c33-c308-4142-ab6a-b40b011bd6aa
60003.30000.55005 829.43
INV043655 626-355-1414-092017-5 3/1/26 - 3/31/26
7ac9bf41-45c9-4734-9ef7-b40b011c28d0
60003.30000.55005 1,730.18
INV043656 209-151-5743-051199-5 2/28/26 - 3/27/26
e896a598-6ddb-4fff-ad9d-b40b011cd986
60003.30000.55005 228.44
INV043657 310-001-5763-051199-5 2/28/26 - 3/27/26
f245c311-33e3-4967-b0f4-b40b011d228f
60003.30000.55005 264.44
INV043658 626-355-0264-012498-5 3/4/26 - 4/3/26
dab37fac-65f0-4ccc-afa6-b40b011d6b2b
60003.30000.55005 663.80
INV043659 626-355-0264-012498-5 3/4/26 - 4/3/26
c820b701-0781-4b01-8adf-b40b011da1ff
60003.30000.55005 663.80
INV043660 626-197-0261-032521-5 2/1/26 - 2/28/26
aedf7f88-4014-44fe-9b49-b40b011de93e
60003.30000.55005 1,047.38
INV043661 626-197-0261-032521-5 3/1/26 - 3/31/26
7d8f8d7e-551a-47fa-8510-b40b011e2cca
60003.30000.55005 1,047.38
VEN03195 GREATAMERICA FINANCIAL SERVICES 3,293.02
APBWEST Check 41213448 003-1443256-000 11/21/25 - 12/20/25 8b81fcb3-139e-4b16-995d-b40b00f522d1
60003.30000.53210 1,413.93
41325019 003-1310860-000 12/5/25 - 1/4/26
6a581703-3b18-4ffe-9e02-b40b00f29068
60003.30000.53210 375.76
41441698 003-1443256-000 12/21/25 - 1/20/26
bdb7a734-667d-4475-ab73-b40b00f5f9d0
60003.30000.53210 1,503.33
0384 SOUTHERN CALIF. EDISON CO. 28,947.71
APBWEST Check INV043639 700738880568 1/5/26 - 2/2/26
9e70c94f-0bf0-4bb6-8419-b40b00fbf1a9
60001.83200.55003 1,724.33
INV043640 700661951989 2/4/26 - 3/5/26
1633571d-8c89-493b-a36c-b40b00fc3cf3
60001.83200.55003 98.27
INV043641 700162056328 2/1/26 - 2/28/26
47990ade-2553-4634-ac6f-b40b00fc82a0
32005.83500.55003 214.77
32012.83000.55003 2,384.03
38005.83500.55003 5,288.14
60001.83200.55003 273.62
INV043642 700102141347 1/8/26 - 2/5/26
115a5c47-5c34-4c9f-abd2-b40b00fd1274
32012.83000.55003 411.37
38005.83500.55003 14.52
60001.83200.55003 9,186.58
71000.81100.55003 9,352.08
0216 THE GAS COMPANY 1,967.26
APBWEST Check INV043643 118-261-4788 3 1/1/26 - 2/1/26
bce66fe9-e0b4-47e0-a4ad-b40b0101789a
60000.83100.55001 391.46
INV043644 118-261-4788 3 2/1/26 - 3/1/26
1aa9c72c-66b4-4a6a-b72b-b40b01050394
60000.83100.55001 391.46
INV043645 135 119 3500 2 2/6/26 - 3/10/26
d4f14682-7c08-4b4e-b4c1-b40b01070c9b
60001.83200.55004 380.60
INV043646 053 118 7109 8 2/5/26 - 3/9/26
3fe9b714-871a-44d0-8c95-b40b01075684
60001.83200.55004 108.45
INV043647 051 018 7151 4 2/4/26 - 3/9/26
ab0cf979-da8c-44c2-a086-b40b0107ba04
60001.83200.55004 109.05
INV043648 055 218 7110 2 2/5/26 - 3/9/26
d0e5db39-bc62-4da6-94fc-b40b010822d4
60001.83200.55004 121.09
INV043649 166 518 7700 9 2/5/26 - 3/9/26
0825728a-dc00-47c8-9b87-b40b0108b30f
60001.83200.55004 199.13
INV043650 168 618 7700 5 2/5/26 - 3/9/26
03e352c5-de65-4790-b744-b40b0108f982
60001.83200.55004 266.02
VEN03926 T-MOBILE 467.90
APBWEST Check INV043635 972239789 1/21/26 - 2/20/26
b8ae0863-e11f-443d-a9ee-b40b00f1f6c2
60003.30000.55005 467.90
0942 TPX COMMUNICATION 336.38
APBWEST Check 189542610-0 2/23/26 - 3/22/26 PHONE SERVICE ba47e5c8-c51e-41cb-80c6-b40b00f6699c
60003.30000.55005 336.38
0642 VERIZON WIRELESS LA 3,363.65
APBWEST Check 6137008868 960051887-00001 2/26/26 - 3/25/26 f79e82aa-5c34-4a17-b08e-b40b00f93c77
60003.30000.55005 3,363.65
13 3/17/2026 10:16:01 AM Page 2 of 3
Report Total: 58,683.38
14 3/17/2026 10:17:05 AM Page 1 of 2
Check Approval Register
City of Sierra Madre, CA
APPKT08582 - LIB 3/24/26 Check Date: 03/17/2026
01 - Vendor Set 01
Packet:

Vendor Set:

Bank Code Payment Type Invoice # Invoice Description Account Number Distribution Amount Vendor Number Vendor Name Vendor Total
VEN03454 AMAZON CAPITAL SERVICES 102.32
APBWEST Check 14TW-M9WM-13FX MISC SUPPLIES 2/16/26 - 3/1/26 67ec0bf2-844c-4e23-b98d-b40c00c0e715
10000.90000.53100 55.91
1RXF-LD3N-1MJH MISC SUPPLIES 2/16/26 - 3/1/26
b17be4a8-4c76-4cd7-8778-b40c00c157ad
10000.90000.53406 46.41
VEN04448 AMG AND ASSOCIATES INC 364,725.81
APBWEST Check AP17 2/28/26 LIB MEANINGFUL IMPROVEMENT PROJECT 2fdc092c-9998-462b-8cd9-b4100089a287
29007.90000.56010 383,921.91
AP17 RET 2/28/26 RET LIB MEANINGFUL IMPROVEMENT PROJECT 03bcae1d-42d6-43d8-add1-b40c00bdf1eb
29007.00000.23500 -19,196.10
0598 DEMCO, INC. 152.22
APBWEST Check 7770811 OFFICE SUPPLIES
793372ae-4f2a-4369-8abc-b40c00c18e7b
10000.90000.53100 152.22
VEN04560 INGRAM LIBRARY SERVICE LLC 86.18
APBWEST Check 94956324 BOOKS & REFERENCE
355f8fc6-451e-4ea8-8503-b40c00c248e6
10000.90000.53406 62.59
94990276 BOOKS & REFERENCE
d893c353-7538-4114-b98b-b40c00c2ab33
10000.90000.53406 23.59
VEN04427 JULIE IMAHARA 86.86
APBWEST Check INV043662 TRAVE REIMB: OC PERFORMER'S SHOWCASE f81097ea-5d3d-4560-a8f3-b40c00c2e05b
10000.90000.53404 86.86
VEN04152 KANOPY INC 246.00
APBWEST Check 495236-PPU LIBRARY VIDEOS
db1db559-1254-48f9-b5b7-b40c00c4ca99
10000.90000.52200 246.00
VEN04268 KING OFFICE SERVICES 3,584.00
APBWEST Check 89731-029 2/6/26-3/5/26 LIB MAT STORAGE FEES DURING REMODEL 75c9b4ae-eb04-46ef-b22b-b40c00c3f945
29007.90000.56010 1,792.00
89731-030 3/6/26-4/5/26 LIB MAT STORAGE FEES DURING REMODEL c1062d6c-9d06-4e4c-81a7-b40c00c4796b
29007.90000.56010 1,792.00
VEN04169 PLAYAWAY PRODUCTS LLC 82.86
APBWEST Check 525151 MISC. SUPPLIES
2fb08171-048d-40f6-8214-b40c00c50551
39006.90000.53406 82.86
VEN03926 T-MOBILE 73.17
APBWEST Check INV043663 206696591 1/21/26 - 2/20/26 MOBILE HOTSPOT SRVC de3449eb-7cf2-44a1-8d51-b40c00c54219
10000.90000.52200 73.17
VEN04209 TSK ARCHITECTS 3,498.00
APBWEST Check 23-025.00-32 FEB 2025 ARCHITECTURAL & ENGINEERING - LIB PROJ. bc2f7e4b-5716-4e69-9175-b4100089a27d
29007.90000.56010 3,498.00
VEN04225 WT COX INFORMATION SERVICES 8,490.36
APBWEST Check 3159096 3/1/26 - 2/28/27 ANNUAL PERIODICALS - (2025-2026) 9cc0b54e-75ad-4b0d-a636-b4100089a262
10000.90000.53501 8,490.36
Report Total: 381,127.78
15 3/17/2026 10:31:09 AM Page 1 of 2
Check Approval Register
City of Sierra Madre, CA
APPKT08570 - LIB BOA MAN 3/24/26 Check Date: 03/12/2026 01 - Vendor Set 01
Packet:

Vendor Set:

Bank Code Payment Type Invoice # Invoice Description Account Number Distribution Amount Vendor Number Vendor Name Vendor Total
0823 BANK OF AMERICA 808.77
APBWEST Check INV043484 LR - ZEBRA PRINTER SUPPLIES
bc6abad6-60f2-45e0-84a5-b40400cc2ff6
10000.90000.53100 243.00
INV043485 LR - GREAT EVENTS: NATIVE AMER. HISTORY(3-VOL SET) 45535cd7-7244-4c87-9bd7-b40400cc923a
10000.90000.53406 265.50
INV043486 LR - LAUNCHPAD RETURN FOR REPLACEMENT
62c874bd-e4aa-423b-a4b6-b40400d124b4
39006.90000.53406 28.28
INV043488 LR - ALA MEBERSHIP FEE: IMAHARA
99bcc585-22f6-48bf-a41d-b40400d6c504
10000.90000.53409 46.00
INV043489 LR - ICLOUD STORAGE FOR IPADS
39ee79fc-3cb0-46a8-8552-b40400d70eb2
10000.90000.52200 0.99
INV043490 LR - SELF DEFENSE TRAINING
abf4c2c5-b275-4ff5-9741-b40400d73cb1
10000.90000.53402 100.00
INV043491 LR - ALA MEMBERSHIP RENEWAL FEE: THOMAS
490dabc0-723e-4cd1-a996-b40400d77a11
10000.90000.53409 125.00
Report Total: 808.77
16 17
18 CITY OF

SIERRA MADRE STAFF REPORT

FINANCE
DATE: March 24, 2026
TO: Honorable Mayor and City Council
FROM: Harry Wong, Finance Director
By: Satnam Rait, Finance and Budget Manager
SUBJECT:

Professional Services Agreement with Rogers, Anderson, Malody & Scott, LLP to Exercise a Two-Year Opitonal Renewal and Extend the Term through June 30, 2027 in the Amount of $164,800

RECOMMENDATION
It is recommended that the City Council approve the opiton to renew the Professional Services Agreement with Rogers, Anderson, Malody & Scott, LLP for the City’s annual financial audit services for the fiscal years ending June 30, 2026 and June 30, 2027. It is further recommended that the City Manager be authorized to execute any necessary documents and minor administraitve amendments to the agreement, subject to approvals as to form by the City Attorney.

SUMMARY
The City of Sierra Madre is required to prepare annual financial statements and obtain an independent audit in accordance with generally accepted accounitng principles (GAAP) and Government Audiitng Standards. Independent audits provide assurance that the City’s financial statements are fairly presented and that the City remains in compliance with applicable financial reporitng requirements.

On March 28, 2023, the City Council approved a Letter of Engagement with Rogers, Anderson, Malody & Scott, LLP (RAMS) to perform the City’s annual financial audit services for fiscal years ending June 30, 2023 through June 30, 2025, with an opiton to renew the agreement for two addiitonal fiscal years.

RAMS has successfully completed the City’s annual audits during the iniital contract term and has demonstrated strong experitse in governmental accounitng and municipal financial reporitng. Staff recommends exercising the renewal opiton to conitnue audiitng services with RAMS for the fiscal years ending June 30, 2026 and June 30, 2027.

DISCUSSION & ANALYSIS
Independent financial audits are an essenital component of responsible municipal financial management, providing assurance that the City’s financial statements are fairly presented in accordance with applicable governmental accounitng and reporitng standards.

On March 28, 2023, the City Council approved a Letter of Engagement with Rogers, Anderson, Malody & Scott, LLP (RAMS) to perform the City’s annual financial audit services for a three-year term beginning with the fiscal year ending June 30, 2023, with the opiton to renew the agreement for two addiitonal fiscal years. The Letter was awarded following a Request for Proposals (RFP) process and included provisions allowing the City to extend the contract based on saitsfactory performance and mutual agreement.

Throughout the duraiton of the current contract term, RAMS has consistently provided professional and reliable audiitng services to the City. The firm has completed the City’s annual audits in accordance with Government Audiitng Standards and has demonstrated a high level of technical experitse in governmental accounitng and financial reporitng. Staff has found RAMS to be responsive, communicaitve, and proacitve in addressing audit-related matters and emerging accounitng standards that impact municipal financial reporitng.

RAMS possesses significant experience audiitng local government agencies throughout Southern California and has developed a strong familiarity with the City’s financial operaitons, accounitng systems, and internal control environment. This familiarity contributes to a more efficient audit process, reduces the itme required for audit fieldwork, and minimizes disrupiton to City staff during the audit cycle.

Exercising the renewal opiton under the exisitng agreement will allow the City to maintain conitnuity in its audiitng services while ensuring compliance with financial reporitng requirements and regulatory standards. Addiitonally, renewing the agreement avoids the administraitve itme and cost associated with iniitaitng a new procurement process while conitnuing to receive high-quality audit services from a firm that has demonstrated a strong understanding of the City’s financial structure.

Concurrent with best pracitces in financial audiitng, the Finance Department will issue a new Request for Proposals (RFP) for professional audiitng services in July 2027 to evaluate future audit service providers through a compeititve procurement process. Audit contracts are commonly structured as mulit-year agreements in order to provide conitnuity in financial reporitng, allow auditors to develop familiarity with the City’s financial systems and internal controls, and promote efficiency in the annual audit process.

STRATEGIC PLAN RELATIONSHIP
Strategy OS 2.2 – Develop and Maintain Long-Term Financial Planning

ENVIRONMENTAL ANALYSIS
The proposed aciton does not consittute as a project under the California Environmental Quality Act (“CEQA”), based on Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that it will have no impact on the environment.

FISCAL IMPACT
The cost of the audiitng services will conitnue to be budgeted annually in the Finance Department's operaitng budget. Based on the original proposal submitted by RAMS, the esitmated costs for the opitonal contract years are $80,400 (FY 2026) and $84,400 (FY 2027), for a total contract extension amount of $164,800.

Approved by:
___________________________
Michael Bruckner
City Manager
Attachments

1. Award of Professional Auditing Services Contract.pdf

2. PSA Template - RAMS Final 031726.pdf

3. Exhibit A - Scope of Services.pdf

4. Exhibit B - Approved Fee Schedule.pdf
City of Sierra Madre
Agenda Report
Edward Garcia, Mayor
Kelly Kriebs, Mayor Pro Tem
Gene Goss, Council Member
Kristine Lowe, Council Member
Robert Parkhurst, Council Member
Michael Amerio, City Treasurer
TO: Honorable Mayor and Members of the City Council
FROM: Satnam Rait, Finance and Budget Manager
REVIEWED BY: Jose Reynoso, City Manager
DATE: March 28, 2023
SUBJECT: AWARD OF PROFESSIONAL AUDITING SERVICES CONTRACT

STAFF RECOMMENDATION
Staff recommends that the City Council award the contract for Professional Auditing Services to Rogers, Anderson, Malody & Scott, LLP (RAMS) to perform the annual audit services for three fiscal years commencing with the fiscal year ending June 30, 2023, with the option to renew for an additional two years.

ALTERNATIVES

1. Award the contract for Professional Auditing Services to Rogers, Anderson, Malody & Scott, LLP (RAMS) to perform the annual audit services for three fiscal years commencing with the fiscal year ending June 30, 2023, with the option to renew for an additional two years.

2. Provide staff with further direction.

SUMMARY
The Government Finance Officers Association (GFOA) recommends that a governmental entity issue an Annual Comprehensive Financial Report (ACFR) at the close of each fiscal year-end.

The audit must be performed in conformity with generally accepted accounting principles (GAAP), the standards set forth for financial audits contained in Government Auditing Standards issued by the Comptroller General of the United States and the U. S. Office of Management and Budget (0MB) Circular A-133, Audits of State, Local Governments and NonProfit Organizations.

GFOA also recommends that governmental entities enter into multi-year agreements when obtaining the services of independent auditors.

ANALYSIS

On January 5, 2023, the City emailed the request for proposal (RFP) to three independent CPA audit firms. At the close of the submittal date, one qualified audit firm (RAMS) submitted their proposal to perform the City’s audits. For the past ten years, RAMS has served as the City’s audit firm, and City staff has always had a professional and positive experience with their audit teams. The firm is concise and available for City staff questions throughout the year.

RAMS’s request for proposal (RFP) was presented in a detailed and transparent manner and favorably addressed all items sought by the City of Sierra Madre for their professional auditing services contract. Furthermore, RAMS is one of the oldest and most trusted CPA firms in Southern California, with over 75 years of public practice experience, specializing in governmental agency and not-for-profit organization auditing, accounting, and management advisory services.

The full proposal (including RAMS proposed fees for professional audit services) can be found in Exhibit A.

FINANCIAL REVIEW/SOURCE OF FUNDING
The annual audit cost will be provided in each fiscal year budget process.

PUBLIC NOTICE PROCESS
This item has been noticed through the regular agenda notification process. Copies of this report can be accessed on the City’s website at www.cityofsierramadre.com.

Attachments:

A) Proposal from Rogers, Anderson, Malody, and Scott, LLP (RAMS) FEBRUARY 3, 2023

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
FOR THE FISCAL YEARS ENDING JUNE 30, 2023, 2024 AND 2025 (WITH THE OPTION OF TWO ADDITIONAL FISCAL YEARS)
CONTACT PERSONS:

BRAD WELEBIR. CPA, CGMA, MBA
[email protected]
SCOTT W. MANNO, CPA, CGMA
[email protected]
909.889.0871

PREPARED BY

ROGERS ANDERSON MALODY &SCOTT, LLP
735 E Carnegie Drive, Suite 100
San Bernardino, CA 92408
LICENSE #2596
FEIN 95-2662063

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
Table of Contents
Page
Transmittal letter.................................................................................................................................... i Technical Proposal
License to practice in California .................................................................................................. 1 Independence ............................................................................................................................. 1 Firm qualifications and experience ............................................................................................. 1 About our firm
Range of services
Governmental Audit Quality Center
Housing Authority and Successor Agency experience
Single Audit experience
ACFR preparation
Engagement quality control
Equal Opportunity Employer
External quality control review
Disciplinary action
Partner, supervisory and staff qualifications and experience......................................................5 Partner and supervisory staff involvement
Staff continuity
Continuing professional education
Assigned personnel
Engagement team resumes
Similar engagements with other governmental entities...............................................................13 Specific audit approach...............................................................................................................14 Services to be provided
Engagement approach
Audit approach and proposed audit segmentation
Level of staff and approximate number of hours assigned to each segment Sample sizes (including for compliance testing)
Intelligent audit technology
Analytical procedures
Understanding of internal control over financial reporting Approach in determining applicable laws and regulations Effect of COVID-19 on our audits
Auditing in a remote environment
Proposed audit timing
Other information ........................................................................................................................23 Why choose RAMS?
GASBS implementation
Condition of records
Proposed fees.............................................................................................................................24 Fee adjustment for scope change
Attachment A: Government clients served
February 3, 2023
City of Sierra Madre
232 W. Sierra Madre Blvd.

Sierra Madre, CA 91024
Dear Evaluation Committee:

We are pleased to respond, on behalf of Rogers, Anderson, Malody & Scott, LLP, (RAMS) to your request for a proposal regarding professional auditing services. As a recognized industry leader and innovator, our goal for the past 75 years has been to provide honest, objective and high-quality results to all our clients, including governmental organizations such as yours. Our success in these efforts is witnessed by the continued organic growth of our firm and our list of long-term clients, some we have served for over 20 years.

At RAMS, we are committed to providing the highest quality audit possible.

We understand the complexity of performing governmental audits and that is why we have a dedicated team of auditors that possess the specialized knowledge and experience to help ensure our audits are planned and executed in a way that maximizes audit efficiency and effectiveness and provides you the highest quality services.

We are aware that the City of Sierra Madre (the City) will be reviewing other proposals during this process, but we believe that RAMS would be an exceptional choice for the audit for the following reasons. Our firm:
• Utilizes Teammate Analytics, a suite of more than 200 Computer Aided Audit Tools (CAATs). This software empowers our audit teams with the ability to perform powerful, meaningful data analysis which builds upon our other robust, substantive audit procedures. This value-added service also helps to identify specific transactions or amounts which may be indicative of fraud.
• Performs an intelligent, risk-based audit (using our CAAT) which enables us to focus on key audit areas allowing us to become more efficient resulting in a higher quality audit at a reasonable fee. • Currently provides auditing services to over 70 governmental agencies and not-for-profit organizations, including over 30 cities, most of which have enterprise activities and over 35 special districts. • Developed a comprehensive remote working environment for our audits. All our staff currently have the tools for working remotely in an effective and efficient manner allowing us to still provide a quality audit. Our ultimate goal is to continue to meet your needs, but in a safe environment.
• Has an established reputation in the governmental and not-for-profit accounting and auditing community for providing excellent, timely service with high quality reporting to our clients.
• Is committed to helping you meet all reporting/auditing deadlines, resolving any issues encountered during your audit (e.g., accounting or auditing, new pronouncements, etc.), and providing you with quality audit services.
-i-
-ii-
• Understands the audit process can be a stressful experience for you and your staff; we understand that you will have other commitments and your regular workloads during the audit. We make every effort to ensure the audit process, from the interim fieldwork to the preparation of any required financial reports, will be as trouble-free as possible for you and your staff. We accomplish this by comprehensively planning the audit and utilizing our staff and audit technologies in the most efficient and effective manner while keeping disruptions and miscommunications to a minimum. • Has audit team members that are personable and easy to work with, yet still focused on the audit. Through open and responsive communication with all parties involved in the audit process, we work to have the most efficient audit possible by minimizing operational distractions of your staff, while maximizing quality service.
• Has an extensive internal quality control review process to ensure your financial reports meet the highest standards. In addition to the preparation of financial reports by the engagement team and reviewed by the engagement manager, each report is also examined by 2 partners and at least 1 professional proofreader.
• Has assisted many of our clients with the preparation of their Annual Comprehensive Financial Reports, and all our clients that have submitted their reports for the Government Finance Officers Association (GFOA) or California Society of Municipal Finance Officers (CSMFO) awards have received the awards.

Our participation as a GFOA reviewer also indirectly benefits our clients in the quality review process. • Believes that our fee estimate provides a fair and reasonable investment, commensurate with level of service provided and the experience of the audit team members. While we may not be the lowest bidder, that is not our objective. We focus on delivering the best value and price our prospective engagements accordingly.
• Is a local Southern California firm. All our employees live, work, and shop in the region, allowing our local cities to benefit from our sales and property taxes.

As you will see from our proposal, it was prepared in a clear, concise and simple manner in accordance with the request for proposal. We feel our firm, staff and reputation as a leader in governmental auditing exceeds the need for the excess information you may see in other proposals.

Rogers, Anderson, Malody & Scott, LLP is properly licensed to practice in California, including all the assigned professional staff to the engagement. Mr. Welebir, Partner, and Mr. Manno, Partner, are authorized to represent the firm, are empowered to submit the bid and authorized to sign a contract with the City. We understand the work to be done as listed in the section of this proposal titled Services to be provided. In addition, we will be committed to meeting any agreed upon time frames. This proposal is a firm and irrevocable offer for the time of the contract.

We can be reached at: 735 E. Carnegie Drive, Suite 100, San Bernardino, CA 92408, (909) 889-0871, [email protected] or [email protected].

Thank you for the opportunity to present our proposal to the City. We will be committed to exceeding your expectations of an auditor and believe this proposal provides you with information about our firm, the service team members and our customized audit approach. We look forward to having a long and mutually beneficial relationship with the City. Please feel free to contact us if you have any questions regarding this proposal.

Respectfully yours,

ROGERS, ANDERSON, MALODY & SCOTT, LLP
Brad Welebir, CPA, CGMA, MBA
Partner

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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License to practice
Rogers, Anderson, Malody & Scott, LLP is licensed to practice in the State of California. Our key professional staff, which includes the partners, managers, and supervisors, are all certified public accountants licensed to practice in the State of California and follow all applicable Board of Accountancy standards.

Independence
Rogers, Anderson, Malody & Scott, LLP is independent of the City and any component units, as defined by general standard number two of the generally accepted auditing standards, and by the second general standard for government auditing in the U.S. Government Accountability Office’s Government Auditing Standards.

For the past five (5) years we have been the City’s auditor. We have followed all independence rules as prescribed by the AICPA and Government Auditing Standards, therefore there are no independence or conflict of interest issues.

Firm qualifications and experience
About our firm
We are a local firm founded in 1948 and located at 735 E. Carnegie Drive, Suite 100, San Bernardino, California. We provide a full range of services as expected of a full-service accounting firm. We are one of the oldest, most trusted and respected CPA firms in Southern California, with over 75 years of public practice experience, specializing in governmental agency and not-for-profit
organization auditing, accounting, and management advisory services. Over twenty-one thousand hours per year are
devoted to this area of our practice, which includes cities, redevelopment successor agencies, water districts, other special districts, not-for-profit corporations, and joint power authorities. We do not use our government accounting and auditing practice as “fill work” for the firm, it is one of our primary focuses thus allowing us to provide quality services to local governments.

We understand your desire to engage auditors that have a thorough understanding of the ever-changing complex accounting and compliance issues confronting governments today. Our firm has an extensive history of governmental accounting and auditing. During that time, we have gained valuable experience, acquired an in-depth knowledge of, and obtained the technical expertise needed to perform high quality governmental audits. This expertise has enabled us to provide exceptional, high-quality service and to provide solutions at fees we feel represent our value to our clients. In addition, we use our participation in various industry associations to continuously update our knowledge with respect to issues relating to governmental accounting, auditing, and operations. Any insight we gain is immediately passed on to our clients if we feel they will benefit from it.

Our firm has a total staff of forty people, which includes sixteen certified public accountants. The staff consists of seven partners, four managers, ten supervisors/senior accountants, fourteen staff accountants, and five support staff. The audit staff consists of twenty-three members who devote over 80% of their time to municipal engagements. The engagement team assigned to the City’s engagement will consist of the following full-time staff: one audit partner, one audit manager, one audit supervisor/senior, and two to three staff auditors. All personnel are out of our San Bernardino office.

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Firm qualifications and experience (continued)
Range of services
Our firm provides various other services in addition to auditing services to governmental entities, including:
• SB 341 compliance (Successor Agencies)
• Internal control agreed upon procedures
• Finance director and accounting support services
• Study and evaluation of financial condition and fiscal policies • Transient Occupancy Tax agreed upon procedures
• Franchise (refuse, cable) agreed upon procedures
• Accounting policies and procedures
• Cash management studies
• Financing and public bond offering assistance
• Franchise agreement assistance (ambulance, cable, television, refuse, etc.) In addition, the firm provides accounting, auditing, attest, and consulting services to for profit and not-for-profit entities. We also provide tax preparation and tax consulting services to individuals, corporations, and partnerships. We provide our municipal audit clients tax consultation at no extra charge.

Governmental Audit Quality Center
As a member of the American Institute of CPAs Governmental Audit Quality Center (the Center), we are committed to adhering to the highest quality standards by voluntarily agreeing to the Center membership requirements, which include designating a partner responsible for the quality of our governmental audit practice, establishing quality control programs, performing annual internal inspection procedures, and making our peer review report findings publicly available. At RAMS, our goal is to continue to enhance our quality initiatives within our governmental audit practice to deliver the highest quality audit services possible.

In addition, the Center provides access to comprehensive resources that will assist us in further enhancing the quality of your audit. The Center membership provides us with timely information on a variety of technical, legislative, and regulatory subjects that we can in turn apply to your audit to help ensure compliance with the appropriate standards and changes in regulations which we pass on to our clients.

Housing Authority and Successor Agency experience
Over the past five fiscal years, the firm has audited the Housing Authorities and Successor Agencies for the following entities:

City of South Pasadena City of San Bernardino
City of Thousand Oaks City of La Verne
City of San Marcos City of San Jacinto
City of Moorpark City of Twentynine Palms
City of Fillmore City of La Mesa
City of Sierra Madre City of Rosemead
City of El Cajon City of Hawthorne
Town of Yucca Valley City of West Covina
City of Poway City of Claremont

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Firm qualifications and experience (continued)
Single audit experience
Most of our municipal clients, and some of our other governmental and not-for-profit clients, have been subject to an audit in accordance with Uniform Guidance. We recently performed single audits for the following entities:

City of San Bernardino City of Menifee
City of El Cajon City of La Mesa
City of San Marcos City of Imperial Beach
City of Twentynine Palms Town of Yucca Valley
City of Woodlake City of Thousand Oaks
City of Exeter San Joaquin Regional Rail Commission
City of La Verne City of Hawthorne
Our specialized Single Audits Team is led by Managers and Supervisors with Intermediate and Advanced Single Audit Certifications issued by the AICPA guaranteeing a successful and thorough engagement.

ACFR preparation
We have extensive experience in the preparation of Annual Comprehensive Financial Reports (ACFR). For the fiscal years ended June 30, 2020 and 2021, our staff prepared over 25 ACFR’s, with each entity receiving the Certificate of Achievement for Excellence in Financial Reporting from the GFOA. For the fiscal year ended June 30, 2022, again, our staff prepared over 25 ACFR’s for our clients for submittal to the GFOA. In addition, we have helped many cities and special districts develop their first year’s report for submittal. Four of our audit partners and four of our supervisory staff are technical reviewers for the GFOA award program. In addition, we review all the ACFR’s for compliance with the GFOA certificate program checklist, as well as addressing any prior year comments, if applicable, to insure they have been addressed.

Engagement quality control
We have an extensive internal quality control review process to ensure your audit meets the highest standards. In addition to the preparation of financial reports by a senior member of the engagement team, each report is reviewed by the engagement manager/supervisor and then is examined by the engagement partner. Subsequently, a technical review is then performed by the engagement Quality Control partner along with being proofread by at least one professional staff. In addition, all audit workpapers are reviewed by the in-charge auditor and the partner in-charge of the engagement.

Equal Opportunity Employer
Our firm is an equal opportunity employer and is committed to providing employment opportunities to all qualified persons regardless of race, color, sex, religion, national origin or handicap. Our staff represents a wide range of cultures and ethnic backgrounds. We provide opportunities for advancement for all staff based on ability, skill and desire to advance.

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Firm qualifications and experience (continued)
External quality control review
As a member of the AICPA Private
Companies Practice Section, our firm
has participated in the “Peer Review”
program since 1993 and has been
examined every three years since that
date by an outside, independent firm of
certified public accountants.

Participation in this program ensures
that our engagements, firm policies,
and audit procedures meet the
standards of the AICPA, the Yellow
Book, and the California State Board
of Accountancy. Throughout our
participation in this program, the firm
has only received pass ratings from
the peer reviewers.

During each review, an independent
firm reviews our policies and
procedures and then inspects a
representative sample of engagement
workpapers and reports, including
governmental entities and
engagements subject to the Uniform
Guidance. For the year ended
November 30, 2020, our firm received
a rating of pass which indicates our
auditing practice is suitably designed
and complied with to provide
reasonable assurance of performing
and reporting in conformity with
applicable standards. The results
provide confirmation that the custom
audit approach and procedures we
use are technically sound and in
compliance with applicable standards.

Disciplinary action
The firm has never had any disciplinary action taken or pending against it with state regulatory bodies or professional organizations, nor has it ever had any pending or settled litigation, civil or criminal investigations.

In addition, we are not aware of any federal or state desk reviews or field reviews of its audits during the last three years.

Our firm does not have a record of substandard work.

In addition to the external quality control review, our firm performs in-house monitoring procedures, which mirror the outside peer review procedures, over our audit and attest engagements annually. .

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Partner, supervisory, and staff qualifications and experience The quality of service you receive is dependent on the capabilities of the individuals assigned to the engagement, and the manner in which those personnel resources are organized to efficiently focus their abilities on providing you with the requested audit services. These professionals are highly trained and knowledgeable and have a thorough understanding of the environment in which governmental and not-forprofit entities operate. This experience is a critical component in providing the City with an effective and efficient audit.

Our engagement team will provide significant experience coupled with an extensive, practical understanding of governmental accounting and auditing along with a broad business perspective. Each member will have access to a wide range of technical resources and knowledge bases which will enable them to provide the City with practical observations and effective solutions.

Partner and supervisory staff involvement
All partners and supervisory staff are working professionals and are actively and continually involved in all aspects of their engagements. We believe that partner and supervisory staff involvement in all areas of the audit is a key aspect of the overall audit process. This involvement includes being on-site for interim and yearend fieldwork, thus facilitating a proper, efficient, and effective audit, with minimal disruption of your staff. In addition, the time spent on-site by the partners and supervisory staff ensures they gain an understanding of the entire City’s accounting processes and procedures. This understanding will enable them to evaluate and develop opportunities for efficiency, as well as offer practical and functional advice for improving your accounting processes and procedures.

All professionals on this engagement have worked on audits similar in nature to the City’s, therefore, the City will not have to train our engagement team.

Staff continuity
Continuity of audit staff is a principal concern with our firm. In order to retain our staff, we offer extremely competitive wages, opportunities for advancement, generous medical packages, a retirement plan, bonus opportunities, as well as educational benefits. Even with the benefits we provide, we realize we may lose staff at any given time. Knowing this, we plan to provide staff continuity from year to year, which is in the best interest of the City and our firm. Continuity ensures an orderly, efficient, and less disruptive audit experience.

Since we cannot guarantee staff will remain with us, principal supervisory and management staff, including engagement partners, managers, other supervisory staff, and specialists, may be changed if those personnel leave the firm or are promoted. However, the City reserves the right to accept or reject replacements.

We believe that due to the significant involvement of the partners on all our engagements, any staff transition would have a minimal effect on the audit efficiency and effectiveness of subsequent years.

Continuing professional education
Our team of auditor specialists stays current in this highly technical practice area by adhering to, and typically exceeding, the continuing professional education requirements of Government Auditing Standards as well as the State Board of Accountancy guidelines. All professionals at our firm participate in continuing professional education (CPE) programs, which are sponsored by various organizations including the Government Finance Officers Association, the American Institute of Certified Public Accountants, the California State Society of Certified Public Accountants, the California Society of Municipal Finance Officers and the Association of Government Accountants. Participation in these programs helps us to ensure that our clients are serviced with the best trained and most proficient government auditors and accountants available. In addition, we periodically provide in-house training taught by our partners and senior level staff using published resources.

All staff are required to attend fraud and ethics training. It is our goal to provide our professional staff continuing education which exceeds the minimum standard of 80 hours over two years.

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Partner, supervisory, and staff qualifications and experience (continued) In accordance with our firm’s Quality Control document and Government Auditing Standards (GAS), all staff members who work on audits subject to GAS are required to complete CPE in accordance with GAS standards which require 24 hours directly related to governmental accounting and auditing.

In addition to the required CPE, we also use the following to increase our technical knowledge: view the Governmental Audit Quality Center Annual Webcast Update and other relevant seminars and review monthly publications from the AICPA, the GFOA, and various other resources. We also attend conferences and seminars sponsored by the GFOA, California Society of Municipal Finance Officers, California State Society of Certified Public Accountants and the California Special Districts Association.

In addition, we utilize Accounting Research Manager which gives each staff member access to a variety of resources, including official GASB statements, GASB implementation guides, GASB interpretations, governmental GAAP practice manuals, the GASB Codification along with AICPA accounting and auditing guides.

Assigned personnel
It is our goal to provide you with capable, competent, and personable individuals who offer an extensive background, not only in governmental accounting and auditing, but also in general business practices. By doing so, it allows us to offer practical solutions, as well as provide technical support. This enables you to stay at the forefront of governmental accounting and provides you with the support you need in dealing with the complex issues confronting entities such as yours.

In addition, our engagement team has the managerial and supervisory experience to provide the City with a comprehensive audit of the highest quality, while still focusing on personal service. The resumes of the key engagement personnel assigned to the audit are presented below. The following individuals will be assigned to the engagement for the entire contract period (see staff Continuity section of this proposal):

Brad A. Welebir, CPA, CGMA, MBA - Partner, Engagement Partner Brad is a municipal audit partner with the firm and will be the engagement partner. He is licensed to practice as a certified public accountant in the State of California. He has been in public accounting for over 19 years specializing in serving local governments such as yours. As the engagement partner, he will be responsible for overall engagement quality, as well as ensuring that the engagement is performed in the most effective and efficient manner. Brad will directly oversee all engagement staff while assisting in planning and performing the engagement, as well as reviewing all work-papers prepared during the engagement, in addition to all required reports. Brad is a working partner and will be actively and continually involved in all aspects of the engagement.

Scott W. Manno, CPA, CGMA - Partner, Concurring Partner Scott is also a municipal audit partner with the firm. He is licensed to practice as a certified public accountant in the State of California. Scott has over 26 years of public accounting experience and has provided accounting, auditing, and consulting services for municipalities, special districts, water agencies, and various not-for-profit organizations. As the concurring partner, Scott will work directly with Brad in planning and performing the engagement. In addition, he will provide technical consultation for the engagement team.

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Partner, supervisory, and staff qualifications and experience (continued) Terry Shea, CPA - Partner, Quality Control Reviewer
Terry will be the Quality Control Reviewer. He is licensed to practice as a certified public accountant in the State of California. He has over 40 years of practical, governmental accounting and auditing experience. Terry will be responsible for the final quality control review of all released opinions and related reports.

Laura Arvizu, CPA - Audit Engagement In-Charge
Laura is a supervisor with the firm and is licensed to practice as a certified public accountant in the State of California. Laura has over 6 years’ experience in providing accounting and auditing services for municipalities, special districts and various nonprofit organizations. As an audit supervisor, she will work closely with the engagement partner and manager and be responsible for planning the audit, supervising the staff assigned to the engagement, and performing reviews of all workpapers prepared for the engagement. In addition, she will also be responsible for the review of any required reports.

Demi Hite, CPA – Audit Senior
Demi is an audit senior with the firm and is licensed to practice as a certified public accountant in the State of California. She has over 3 years’ experience in providing accounting and auditing services for municipalities, special districts and various nonprofit organizations. As an audit senior, she will work closely with the engagement in-charge and be responsible for planning the audit, supervising the staff assigned to the engagement, and performing reviews of all workpapers prepared for the engagement. In addition, she will also be responsible for the preparation of any required reports.

Staff level accountants
All staff accountants employed by us and working on governmental audits are qualified to perform such audits. Prior to “audit season”, our staff are subject to a rigorous training regimen in which we go over all aspects of our audit process and audit programs ensuring staff members have a solid foundation prior to starting fieldwork. Each staff member is encouraged to take on increased responsibility for engagements previously worked on. This enables our staff to grow on each engagement and allows them to continue to gain the skills and knowledge required to perform the audits.

In summary, we want to emphasize the credentials of the above professionals who will be directly responsible for the quality of service that you will receive. Additionally, our audit team has another attribute that is very important, even though it is intangible -- the professionals assigned to the audits have previously worked together as a multi-disciplined team, thus ensuring a smooth, efficient, and effective audit. We are committed to allocating the necessary resources to ensure that we provide continuity of personnel throughout the term of our relationship with the City.

Full engagement team resumes are provided as follows.

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Partner, supervisory, and staff qualifications and experience (continued) Brad A. Welebir, CPA, CGMA, MBA
Engagement Partner
Professional experience
Mr. Welebir joined Rogers, Anderson, Malody & Scott, LLP in 2004. He primarily provides audits and advisory services to governmental agencies, small to mid-sized businesses, and not-for-profit organizations. Mr. Welebir serves as a technical reviewer for the GFOA ACFR Award program. He also serves as the CalCPA Inland Empire chapter chair of the governmental accounting and auditing committee and as the representative for the chapter at the state committee.

Education/licenses
Master of Business Administration, Accounting Emphasis – California State University, Fullerton
Bachelor of Arts in Business Administration – La Sierra University Certified Public Accountant – State of California
Chartered Global Management Accountant – American Institute of Certified Public Accountants
Related professional experience
Partial listing of recent relevant governmental agencies served (*includes enterprise fund accounting):

City of Twentynine Palms City of Loma Linda* City of San Bernardino City of La Verne City of Sierra Madre* City of Fillmore* City of Poway* City of Poway City of Moorpark* City of Rosemead City of Redondo Beach* City of San Marcos* City of Claremont Town of Yucca Valley City of Aliso Viejo City of San Jacinto* Continuing professional education
Mr. Welebir has completed over 120 hours of continuing professional education courses in the past three years of which the following select courses are relevant to this engagement:
♦ Governmental Accounting and Auditing Update
♦ Single Audit Update
♦ Auditing Fraud Risk in the Current Environment
♦ Annual Conference Sessions
♦ GAAP Update
Professional affiliations
Mr. Welebir is a member of the following professional organizations:
♦ American Institute of Certified Public Accountants (AICPA) ♦ California Society of Certified Public Accountants (CalCPA) ♦ Government Finance Officers Association (GFOA)
♦ California Society of Municipal Finance Officers (CSMFO) ♦ California Special Districts Association (CSDA)

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Partner, supervisory, and staff qualifications and experience (continued) Engagement team resumes
Scott W. Manno, CPA, CGMA
Concurring Partner
Professional experience
Mr. Manno began his career with Thomas, Bigbie and Smith in 1995 after serving in the United States Army. He spent six years with the firm primarily working on audits of municipalities, special districts and redevelopment agencies as well as various not-for-profit organizations. He joined Rogers, Anderson, Malody & Scott, LLP in July 2001. Currently, Mr. Manno serves as a technical reviewer for the GFOA ACFR Award program.

In addition, he is part of the California State Society of Certified Public Accountants Governmental Accounting and Auditing Committee which meets periodically to discuss current events, pronouncements, etc.

Education/licenses
Bachelor of Science, Business Administration – California State University, San Bernardino Certified Public Accountant – State of California
Chartered Global Management Accountant – American Institute of Certified Public Accountants Related professional experience
Partial listing of recent relevant governmental agencies served (*includes enterprise fund accounting):

City of El Cajon* Town of Yucca Valley City of La Mesa* City of La Verne City of Sierra Madre* City of Aliso Viejo City of Imperial Beach City of 29 Palms City of Moreno Valley* City of Beaumont* City of San Marcos* City of Loma Linda* City of Claremont City of Perris* City of Exeter* City of Woodlake* City of San Jacinto* City of Menifee City of Rolling Hills Est. City of San Bernardino* Mr. Manno has completed over 216 hours of continuing professional education courses over the past three years of which the following select courses are relevant to this engagement:
♦ Government Risk Assessments
♦ State and Local Government Audit Planning Considerations ♦ Government Auditing Standards and Performing Audits
Professional affiliations
Mr. Manno is a member of the following organizations:
♦ American Institute of Certified Public Accountants (AICPA) ♦ California Society of Certified Public Accountants (CalCPA) ♦ Association of Government Accountants (AGA)
♦ Association of Certified Fraud Examiners (ACFE)
♦ Government Finance Officers Association (GFOA)
♦ California Special Districts Association (CSDA)
♦ California Society of Municipal Finance Officers (CSMFO)

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Partner, supervisory, and staff qualifications and experience (continued) Terry P. Shea, CPA
Quality Control Partner
Professional experience
Mr. Shea began his career with Thomas, Byrne and Smith in 1981. He spent five years with the firm primarily working on audits of municipalities, special districts, redevelopment and other governmental agencies. He joined Rogers, Anderson, Malody & Scott, LLP in 1987 where he has completed governmental audits including municipalities and provided financial consulting services for various cities.

Education/licenses
Bachelor of Arts – California State University, Fullerton Certified Public Accountant – State of California
Related professional experience
Partial listing of recent relevant governmental agencies served (*includes enterprise fund accounting):

City of La Mesa* City of Loma Linda* City of South Pasadena* City of Grand Terrace* City of San Jacinto* City of El Cajon* City of Live Oak* City of 29 Palms City of Imperial Beach* City of Brawley* City of Canyon Lake City of San Dimas* City of Ojai* City of Calabasas* City of Redondo Beach City of Perris* City of Lawndale* City of Menifee City of Aliso Viejo City of Fontana* Mr. Shea served as the Interim Finance Director for the City of Perris from July 1998 to October 2001. He currently serves as the Contract Finance Director for one Riverside County city and one Los Angeles County city.

Continuing professional education
Mr. Shea has completed over 120 hours of continuing professional education courses in the past three years, of which, the following select courses are relevant to this engagement:
♦ Foundations in Governmental Accounting
♦ Governmental and Not-for-Profit Conference
♦ Governmental Auditing Skills
♦ Audits of State and Local Governments
Professional affiliations
Mr. Shea is a member of the following professional organizations:
♦ American Institute of Certified Public Accountants (AICPA) ♦ California Society of Certified Public Accountants (CalCPA) ♦ Government Finance Officers Association (GFOA)
♦ California Society of Municipal Finance Officers (CSMFO)

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Partner, supervisory, and staff qualifications and experience (continued) Laura Arvizu, CPA
Audit Supervisor
Professional Experience
Mrs. Arvizu began her career with Rogers, Anderson, Malody & Scott, LLP in July 2016 and currently serves as an Audit Supervisor. During her time with the firm, she has worked primarily on audits of municipalities, special districts and redevelopment agencies, as well as various non-profit organizations. Currently, Mrs. Arvizu serves as a technical reviewer for the GFOA ACFR Award program.

Education
Bachelor of Arts – California State University, San Bernardino Certified Public Accountant – State of California
Related Professional Experience
Partial listing of recent relevant governmental agencies served (*includes enterprise fund accounting):

City of El Cajon* Town of Yucca Valley City of Loma Linda* City of West Covina* City of Aliso Viejo City of Moorpark* City of San Jacinto* City of Ojai* City of Hawthorne City of Claremont City of Menifee City of Poway* City of San Marcos* City of La Mesa* City of Rolling Hills Est. City of 29 Palms Continuing Professional Education
Mrs. Arvizu has completed over 100 hours of continuing professional education courses over the past two years of which the following select courses are relevant to this engagement:
♦ GASB Update
♦ Governmental Accounting and Auditing Update
♦ Frequent Frauds Found in Government
♦ Government Risk Assessments
Professional Affiliations
Mrs. Arvizu is a member of the following organizations:
♦ American Institute of Certified Public Accountants (AICPA) ♦ California Society of Certified Public Accountants (CalCPA) ♦ California Society of Municipal Finance Officers (CSMFO)

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Partner, supervisory, and staff qualifications and experience (continued) Demi Hite, CPA
Audit Senior
Professional Experience
Mrs. Hite has over three years of experience in providing accounting and auditing services for municipalities, special districts and various not-for-profit organizations. As an audit senior, she will work closely with the engagement partner and manager and be responsible for planning the audit, supervising the staff assigned to the engagement, and performing reviews of all work-papers prepared for the engagement. In addition, she will also be responsible for the preparation of any required reports.

Education
Bachelor of Arts in Business Administration from California State University, San Bernardino
Certified Public Accountant – State of California
Related Professional Experience
Partial listing of recent relevant governmental agencies served (*includes enterprise fund accounting):

City of Rolling Hills Est. Town of Windsor Rosamond CSD City of Perris* Beaumont Cherry VWD City of Claremont City of San Jacinto* City of Ojai* City of South Pasadena* City of La Verne* City of Menifee City of Loma Linda* City of San Marcos* City of Moreno Valley* City of 29 Palms Continuing Professional Education
Mrs. Hite has completed over 100 hours of continuing professional education courses over the past two years of which the following select courses are relevant to this engagement:
♦ Intermediate Governmental Accounting
♦ Discover GFOA Best Practices
♦ Critical Concepts of Accounting for Capital Assets
Professional Affiliations
Mrs. Hite is a member of the following organizations:
♦ American Institute of Certified Public Accountants (AICPA) ♦ California Society of Certified Public Accountants (CalCPA) ♦ California Society of Municipal Finance Officers (CSMFO)

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Entity: City of San Bernardino
Entity: City of Thousand Oaks
Entity: City of El Cajon
Entity: City of San Marcos
Entity: City of Imperial Beach
Similar engagements with other governmental entities
Scope of work: Financial Audit/ACFR*/Single Audit
Date: Year ending June 30, 2020 - present
Engagement partner: Mr. Terry Shea
Total hours: Approximately 550 hours each year
Contact person: Ms. Barbara Whitehorn, Finance Director, (909) 384-5242 Scope of work: Financial Audit/ACFR*/Successor Agency/Single Audit Date: Years ending June 30, 2018 - present
Engagement partner: Mr. Terry Shea
Total hours: Approximately 420 hours each year
Contact person: Ms. Elisa Magana, Accounting Manager, (805) 449-2216 Scope of work : City ACFR*/Successor Agency/Public Financing Authority/Single Audit/GANN limit/Measure O
Date: Years ending June 30, 2008 - present
Engagement partner: Mr. Scott Manno
Total hours: Approximately 400 hours each year
Contact person: Mr. Luca Gonzalez, Financial Operations Manager, (619) 441-1543 Scope of work: Financial Audit/ACFR*/Successor Agency/Single Audit Date: Years ending June 30, 2014 - present
Engagement partner: Mr. Scott Manno
Total hours: Approximately 400 hours each year
Contact person: Ms. Lisa Fowler, Finance Director, (760) 744-1050 Scope of work: Financial Audit
Date: Years ending June 30, 2021
Engagement partner: Mr. Terry Shea
Total hours: Approximately 350 hours each year
Contact person: Mrs. Joann Gitmed, Finance Director, (619) 628-1361 * = received GFOA award.

See Attachment A for a listing of current and recent government clients served.

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Specific audit approach
Services to be provided
The City desires the auditor to express an opinion(s) on the fair presentation of the financial statements for the following: the City of Sierra Madre in accordance with generally accepted accounting principles.

In addition, we shall:
• Prepare the Annual Comprehensive Financial Report.
• Apply certain limited procedures related to Management’s Discussion and Analysis and Required Supplementary Information and provide an “in-relation-to" report on the combining and individual fund financial statements and supporting schedules, if applicable. • Provide opinions as to the compliance with the Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards (OMB Uniform Guidance). RAMS is to provide an "inrelation-to" report on the Schedule of Expenditures of Federal Awards based on the auditing procedures applied during the audit of the financial statements. • Test compliance with Article XIIIB pertaining to the City's appropriation limit and prepare an AgreedUpon Procedures report to the City Council regarding compliance. • Assist the City with relevant pension adjustments.
• Prepare the Annual Financial Transaction Report (currently we utilize a sub-contractor for this).

Our audit(s) will be in accordance with:
• Generally Accepted Auditing Standards as promulgated by the American Institute of Certified Public Accountants, including requirements found in the most recent AICPA audit guide Audits of State and Local Governments.
• Government Auditing Standards issued by the Comptroller of the United States of America. • Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards (OMB Uniform Guidance).
• Any other applicable standards for other items outlined in the Scope of Work to be performed and/or reports to be issued.

Reports to be issued:
• A report on the fair presentation of the financial statements in conformity with GAAP. • A report on internal control over financial reporting and on compliance and other matters based on an audit of financial statements performed in accordance with Government Auditing Standards (material weaknesses or significant deficiencies).
• A report in compliance with requirements applicable to each major federal program and internal control over compliance in accordance with the Uniform Guidance. • Prepare Management Letter that includes significant and less significant (i.e., reportable and nonreportable) recommendations for improvements to internal control. • We will issue reports to those charged with governance (SAS 114 letters) as required by auditing standards.

RAMS will also perform the following:
• Make an immediate, written notification of all irregularities and illegal acts or indication of illegal acts of which we become aware to the following: City Manager and City Attorney.

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Specific audit approach
Engagement approach
Our engagement approach for your audit will be developed, in part, by using established goals which will enable measurement of the audits progress by the engagement partner and lead auditor. This involves frequent communication between the partner and the engagement team to ensure that all audit objectives are achieved in accordance with our goals and that any issues which may arise are communicated and dealt with on a timely basis. In addition, our in-depth knowledge and expertise in governmental accounting and auditing has allowed us to identify key audit and accounting risks in the government environment. More importantly, the approach provides for a complete reassessment of the control environment in each year's audit and thus enables us to respond to any needed risk assessment changes.

Our engagement approach has been developed and refined over many years. The foundation of our approach revolves around the following:
• Knowledge and experience. We have been auditing governmental entities like the City, both large and small, for over 75 years. This experience has allowed us to gain in-depth knowledge of the governmental environment which in turn allows us to perform a more efficient and effective audit. It also enables us to perform detailed risk assessment procedures allowing us to identify significant audit risk areas within the City and its control environment.
• Intelligent design: As discussed later in our proposal, all our audits are designed to be intelligent using our powerful audit software/data analytic tools (Engagement and Teammate Analytics). This allows us to analyze large amounts of data in seconds increasing both the efficiency and, more importantly, the effectiveness of all our audit engagements.
• Oversight. Professional judgment is not developed overnight. Our partners, managers and supervisors have been deeply involved in governmental audits on a continuous basis for most of their professional careers. By having direct partner and manager oversight, we can design audit strategies that result in effective and efficient audits.
• Timeliness. Deadlines are not just “dates” to us, they are professional commitments. All required deadlines will be met.
• Open communication. Open lines of communication with all parties (the engagement team members and City Management and staff) throughout the audit process helps to eliminate “surprises.” Proper planning and proper use of experienced engagement personnel tend to provide for an effective and efficient audit process. Consequently, inefficiencies, disruptions, and lack of understanding are kept to a minimum.
• Availability. All engagement team members are available throughout the year for any questions or additional consultation. City staff will have direct access to the partner, manager, and other supervisory staff at all times during the engagement, as well as after. • Cost effectiveness. Our customized audit approach and procedures and our experienced auditors help to reduce your overall audit costs while still providing an effective audit and high-quality reports. • Risk based approach. Our detailed risk assessment procedures will consist of activities performed to obtain an understanding of the City and its environment, including its internal control. Evidence from these activities will provide the basis for our assessment of risks of material misstatement at the financial statement and relevant assertion levels. While performing our risk assessment procedures and we may choose to perform further audit procedures concurrently with risk assessment procedures as deemed necessary. In addition, risk assessment procedures will provide some of the necessary evidence about the relevant assertions related to classes of transactions, account balances, or disclosures and about the operating effectiveness of controls.

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Specific audit approach (continued)
As indicated in the previous section of the proposal, the overall objective of the engagement with the City is to conduct an audit of the financial statements in accordance with required auditing standards and the expression of an opinion(s) on those financial statements. Beyond that initial objective, we believe that our engagement approach provides certain other value-added characteristics, at no additional cost, that will benefit the City over the long-term:
• All our audits are designed to be performed in an efficient and effective way to minimize disruption to the office operations.
• We offer practical observations and recommendations relating to internal control issues, implementation of accounting standards and the policies and procedures regarding both. • We identify opportunities for operating efficiencies which can be used to decrease operating costs of the City.

Audit approach and proposed audit segmentation
The following is a summary of the audit team’s audit approach for the engagement. The audit will be divided into the following segments:

Segment 1 - Interim testing - planning, pre-audit administration, and internal control testing During this phase of the audit, our principal objectives will be to gather information about the City and its environment, including its internal control over financial reporting.

In order to achieve the desired objectives of this phase of the audit, we will:
• Meet with the City’s staff in order to determine convenient dates in which we can begin our audit and to discuss the assistance to be provided by the City’s staff. • Hold brainstorming sessions with engagement team members to discuss the susceptibility of the City’s financial statements to material misstatement and fraud. • Review and evaluate the City’s accounting and reporting processes by reviewing the prior year's audit workpapers, any City-prepared documents such as budgets, in-house financial reports, policies and procedures manuals, minutes of governance meetings, etc., and by using various analytical procedures. Analytical procedures will enhance our understanding of the City and will help us identify areas that may need further assessment and additional testing. • Review and retain copies of any pertinent local, state and federal statutes, regulations, or charters that apply to the City.
• Evaluate the design of controls that are relevant to the audit by obtaining a thorough understanding of the City’s internal controls over financial reporting and compliance by documenting key internal control components, utilizing questionnaires, walkthroughs, inquiring of the City’s personnel, and observing and reviewing key supporting documentation (a more thorough explanation of this process is discussed later in the technical proposal).
• Test controls, if control risk is to be assessed below maximum, by selecting a sample of transactions within the audit area being tested and reviewing supporting documentation to determine whether the relevant controls are in place and functioning properly. • Document and review with management, any findings noted during the testing of internal controls and provide a preliminary management letter that will include our recommendations for improving any weaknesses in operations. The letter will also include suggestions for improving the efficiency of the City’s operations.

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Specific audit approach (continued)
• Utilize our powerful audit data analytic software allowing us to analyze large amounts of data in seconds and focusing on areas/transactions that are red flagged.

In addition, we will perform the following procedures related to IT General Controls that “touch” financial data:
• Security access (including physical) controls: evaluate the general system security settings and password parameters; evaluate the process for adding, deleting, and changing security access; evaluate the access capabilities of various types of users; evaluate access controls to networks and financial applications; evaluate access controls related to data files; and evaluate physical access to networks, servers, etc.
• Computer operations: Evaluate backup and recovery processes and review processes of identifying and handling operational problems.
• System development and system changes: Evaluate processes related to system development and system changes (if applicable).
• Application testing: We will determine if the testing of application controls is deemed necessary based on our professional judgment in the planning stages of the engagement.

This phase of the engagement for the audit will be performed by the audit senior and two/three staff accountants with direct supervision by the audit manager and partner.

Segment 2 - Year-end testing - substantive testing
During this phase of the audit, our principal objectives will be to assess the risk of material misstatement at the financial statement level and specific assertions, design overall responses to assessed risks and further audit procedures, perform substantive tests, and complete the audit and evaluate audit findings, if applicable.

In order to achieve the desired objectives of this phase of the audit, we will:
• Identify significant risks and develop a detailed audit plan using the results in Segment 1. • Design substantive tests of account balances designed and modified specifically for the City’s operations and assessed level of risk. Substantive procedures will consist of testing material balance sheet accounts, material revenue and expenditure/expense accounts along with various analytical procedures as deemed necessary. In addition, various accounts may be confirmed with outside parties (cash, investments, etc.).
• Determine whether our testing supports the assessed level of risk initially assigned at the financial statement level and at the assertion level.

This phase of the engagement for the audit will be performed by the senior accountant and two/three staff accountants with direct supervision by the audit manager and partner.

If any proposed audit adjustments are noted during this phase, we will discuss and explain them, in detail, with the appropriate level of management prior to posting.

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Specific audit approach (continued)
Segment 3 - Reporting - report preparation/audit conclusion (workpaper review) During this phase of the audit, our principal objectives will be to evaluate whether the financial statements, taken as a whole, are free from material misstatement and form an opinion(s) and issue our report.

In order to achieve the desired objectives of this phase of the audit, we will:
• Determine whether, based on our substantive testing and other procedures, the financial statements, taken as a whole, are free of material misstatement. This will provide the basis for our opinion(s). • Review all audit workpapers to ensure that the audit was performed in accordance with the required standards (GAAS, GAGAS, etc.) and prepare drafts of all required reports by the agreed-upon dates. • Conduct an independent review of the financial statement draft by the engagement’s quality control partner and issue all reports by the agreed-upon dates.

This phase of the engagement will be performed by the audit senior and one staff accountant with direct supervision by the audit manager and partner. In addition, the engagement’s quality control partner will perform a detailed quality control review of the financial statements.

The above procedures are a general list of procedures to be performed. After our initial review of the City and our detailed risk assessment, we will customize the engagement and gear it towards the needs of the City and the audit itself. In doing so, we will determine which procedures to perform relative to our risk assessment.

All our audits are customized to each entity, helping to ensure a complete, effective, and efficient audit. The foundation of the above approach is based on open communication coupled with a strong knowledge of the City's operations and detailed planning at the initial stages of the audit.

Our firm is dedicated to performing a timely audit engagement. Prior to the start of the audit, we will meet with City staff and decide on adequate timeframes, agreed upon by both the City and us, for the performance of the audit and the release of the financial statements. We will dedicate the necessary resources to meet any agreed upon time frames.

Level of staff and approximate number of hours assigned to each segment Segment Partner Manager Senior Staff Total
Segment 1 4 5 19 49 77
Segment 2 7 8 30 63 108
Segment 3 9 7 27 16 59
Totals* 20 20 76 128 244
* = excludes Single Audit hours
Sample sizes (including for compliance testing)
Our sample sizes will be determined in accordance with the AICPA's Audit and Accounting Guide, Audit Sampling, and will be selected using professional judgment or our TeamMate Analytics software, depending upon circumstance, as permitted by Statement on Auditing Standards. Our methods are designed to provide the most audit coverage without expending excess time. Our sample sizes will depend upon our preliminary assessment of control risk, our planned substantive testing and analytical procedures as well as our professional judgement.

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Specific audit approach (continued)
We utilize our Computer Aided Audit Tools (CAAT) software, Teammate Analytics, to draw our audit samples.

The software allows us to generate random samples, systematic samples, stratified samples, attributes samples as well as monetary unit samples (also called probability-proportional-to-size or dollar unit sampling).

Intelligent audit technology
Our audits are designed to be intelligent using our powerful audit software tools (Engagement and Teammate Analytics). In addition, all audit team members are linked to each other using wireless connections which enables them to share information at an almost real-time speed. Below are some of the benefits of our audit technologies:
• We utilize Teammate Analytics, a suite of more than 200 dynamic Computer Aided Audit Tools (CAATs). This allows us to analyze large amounts of data in seconds. Using data received directly from the City, we can perform the following: search for duplicate checks, detect transactions occurring on holidays/weekends or during unusual hours, perform Benford’s Law analysis, and identify instances when a vendor has issued multiple invoices with sequential references along with many other tests. The software empowers our audit teams with the ability to perform powerful, meaningful data analysis which will build upon our other value-added services.
• We can create our own analytical schedules allowing for easy analysis of current balances to prior year balance, current vs budget balance, thus reducing significant City staff time. • Once your trial balances and financial statements are entered into our software, we can observe your financial statements in the field allowing us to notice any variances and address them immediately. • We link the financial statement schedules directly to our audit software trial balances, and as a result, we can provide the City with fund financial statements almost immediately after importing the trial balances.
• We can provide the City with our audited trial balances which show the coding of the financial statement schedules for ease of review for City staff. These reports show each account coded to a specific financial statement line item/function as well as journal entries posted during the audit. • We have the capability to perform effective and efficient audits remotely as well.

Analytical procedures
In order to properly utilize analytical procedures, industry background and knowledge are needed. With our firm’s long history and qualified staff, we believe we have the necessary knowledge and experience to effectively apply analytical procedures. We will utilize analytical review procedures throughout our audit of the City.
• During the interim phase of our audit, we will compare current and prior year unadjusted balances to determine which areas may need additional analysis; we will also compare current year actual amounts to the City’s annual budget (both original and adopted). • During the final phase of our audit, we will perform procedures like those mentioned above, as well as compare certain financial ratios for current and prior years. We will also conduct certain “reasonableness” tests. Any significant variances are investigated further through inquiry and other substantive testing as deemed necessary until resolved to our satisfaction. • Finally, after we have completed our fieldwork, we will compare current and prior year audited balances, keeping in mind expected relationships obtained from our knowledge of the City, similar entities and the general economic environment. In addition, we may choose to use various other analytical techniques such as trend analysis, etc.

Unlike other audit firms, we use analytical procedures to supplement our substantive testing, not supplant them.

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Specific audit approach (continued)
Understanding of internal control over financial reporting Our approach to obtaining an understanding of the City’s internal control over financial reporting will be performed in accordance with professional standards as promulgated by the American Institute of Certified Public Accountants -- our understanding will include the Control Environment, Risk Assessment, Control Activities, Information and Communication, and Monitoring. We will use customized procedures which we have developed internally to evaluate your internal control systems. By combining our customized procedures and our detailed knowledge of the City and its environment, we will be able to provide constructive feedback in areas we feel need improvement. In addition to our customized procedures, we will also perform the following:

Control Environment. Through inquiry of the City’s personnel, prompted by questionnaires, personal knowledge, and review of the minutes of the governing body meetings, we will obtain an understanding of management’s and the governing body’s attitudes, awareness, and actions concerning the control environment, focusing on the substance of the controls rather than their form.

Risk Assessment. Through inquiry of the City’s personnel and the use of questionnaires, we will obtain sufficient knowledge of the City’s risk assessment process to understand how management considers risks relevant to financial reporting objectives and decides upon actions to address those risks. This will include understanding how management identifies risks, estimates the significance of these risks, assesses the likelihood of their occurrence, and relates them to financial reporting.

Control Activities. Certain control procedures will be documented during our analysis of the control environment and the accounting system. However, many specific control procedures will still need to be documented that will focus primarily on the City’s major transaction cycles. As mentioned above, we will test the City’s control procedures on which we intend to rely on for safeguarding assets from unauthorized use or disposition and detecting/preventing unauthorized transactions. Any flow charts, organizational charts and any other manuals, programs, and financial and management information systems will be analyzed during this process.

Information and Communication. Through inquiry of the City’s personnel, we will identify the major types of transactions engaged in by the City. We will become familiar with the treatment of those transactions, including how the transactions are initiated, the related accounting records, and the manner of processing the transactions. Finally, we will obtain an understanding of the City’s financial reporting process used to prepare financial reports, including the approaches used in making accounting estimates and disclosures.

Monitoring. Through inquiry of the City’s personnel and the use of questionnaires, we will obtain sufficient knowledge of the major types of activities the City uses to monitor internal control over financial reporting. We will also determine how those activities are used to initiate corrective actions.

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Specific audit approach (continued)
Approach in determining applicable laws and regulations We understand the importance of laws and regulations in planning an audit of a local governmental entity and design all our audits to ensure we test transactions for compliance. As part of our audit process, our audit team will obtain an understanding of the laws and regulations that will have a direct and material effect on the City’s financial statements. In determining which laws and regulations are applicable to the City’s financial statement audit, we will consult the following sources:
• AICPA Audit and Accounting Guide, Audits of State and Local Governments • California Government Code (investments, GANN limit requirements, etc.) • Applicable State of California laws
• U.S. Government Accountability Office’s Government Auditing Standards (The Yellow Book), latest revision
• Applicable contracts/grants of the City
• Uniform Administrative Requirements, Cost Principles and Audit Requirements for Federal Awards (OMB Uniform Guidance)
After consulting the applicable sources, we will design our audit to provide reasonable assurance of detecting material instances of noncompliance while continuing to refer to the applicable compliance guideline to ensure changes in compliance are not missed.

Auditing in a remote environment
The availability and use of technology has had a significant impact on the accounting and auditing profession, allowing us to provide professional services across longer distances and more timely than ever before. We have continued to evolve our ability to serve our clients remotely throughout the COVID-19 pandemic and have experienced new efficiencies for both auditor and auditee. We anticipate continuing to perform substantially all our audit work remotely and will work with the City to maximize the remote efficiencies using technology. If the City would like members of the audit team on-site, we will work with City management on determining an acceptable staffing level.

We maintain regular and routine contact with our clients throughout the audit planning, fieldwork, and conclusion phases of the audit with the use of email, phone calls, secure portals, video conferencing, project tracking schedules, and any other means necessary to ensure the timely completion of the audit by any agreed-upon deadlines. Our audit team is very responsive to our clients and we encourage our clients to connect with us throughout the year for any matters that may affect the audit or of a general accounting nature.

We have found this to be mutually beneficial for both our clients and the annual audit work.

Remote auditing has many benefits some tangible, as listed above, others intangible. In performing remote audits, we are bettering our employee’s quality of life by reducing unnecessary travel time, reducing traffic congestion on our local freeways while also helping to improve Southern California’s air quality.

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Audit planning
Specific audit approach (continued)
Proposed audit timing
• Auditor
transition:

Meet with
prior auditor
to review
workpapers.
• Entrance
conference
to meet with
management
for pre-audit
planning.
• Preliminary
risk
assessment
procedures.
• Obtain an understanding of
systems, internal controls,
and current-year issues.
• Assess and evaluate design
and implementation of key
internal controls (including
IT related).
• Perform tests of internal
controls as needed.
• Identify control deficiencies
• Perform detailed risk
assessment procedures.
• Draft internal control
comment letter.
• Develop detailed audit plan
- provide management with
a detailed listing of items
needed to perform the audit,
including the timing of when
items are needed.
• Perform substantive audit
fieldwork, including
substantive analytical
procedures.
• Consider whether audit
evidence is sufficient to
form an opinion.
• Conduct exit conference
with management to
discuss proposed entries,
internal control issues, etc.
• Determine whether, based
on our substantive testing
and other procedures, the
financial statements, taken
as a whole, are free of
material misstatement.
• Review all workpapers.
• Evaluate financial
statements and note
disclosures.
• Perform final analytical
procedures.
• Draft required reports.
• Issue final required reports
by or before agreed upon
date.
• Present to governing body
as needed.

Segment 1 -
Planning/internal
control
Segment 2 -
Substantive
testing/analysis
Segment 3 -
preparation/
Report
work
paper review
Anticipated timing of each segment
May October November/December

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
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Other information
Why choose RAMS?
Our firm has a long history of providing high-quality professional services to government entities similar to the City and has a well-respected reputation in the industry, as partly evidenced by our client satisfaction and retention rates. Our staff are committed to the highest standards in performing quality engagements, and you will find they are very personable and easy to work with. At RAMS, you will always work with professionals who are experienced in governmental audits, and thoroughly informed of current issues facing this rapidly changing field. We focus on efficiency in each engagement by emphasizing detailed planning to mitigate or eliminate surprises and maximize the value of our services to our clients. Our knowledge and involvement in the industry lend to our ability to offer year-round guidance and build lasting relationships with our clients. In addition, RAMS possesses the following:

1. Knowledge. We provide highly trained and knowledgeable staff dedicated to client service. We are available throughout the year to answer questions or to provide guidance on any accounting matter.

2. Quality. A commitment to quality on every engagement is our priority.

3. Experience. A client focused team of experienced auditors and accountants will serve the City.

4. Flexibility. A flexible team that will work with your schedule.

5. Value. We provide exceptional client service and quality work at a reasonable and competitive fee.

Governmental Accounting Standards Board Statements (GASBS) implementation One potential problem could be the implementation of any future GASBS. With our deep understanding of governmental accounting and auditing, constant training, and broad resources, we do not anticipate any issues during a GASB implementation. Our approach to any GASB statement implementation would be as follows: gain a thorough understanding of the pronouncement; determine applicability to the City; if applicable, discuss the statement and how it will affect the City with City staff; and provide guidance to City staff on the accounting and financial reporting implications.

Condition of records
Our proposed fee assumes the following: the City will be adequately prepared for the audit and the City’s financial operations and working trial balance will be consistent from year to year. If, after we receive the working trial balances, we notice there are excessive new accounts over the prior year; or if there are excessive subsequent journal entries; prepared by client workpapers do not agree to the working trial balances, there are new funds/functions within the City, etc., or other changes that necessitate a significant amount of time to address, we will need to come to an agreed upon change order to address any possible additional costs incurred by the firm. If the need for additional work comes to our attention, we will immediately notify City staff. If you choose to have us perform the additional work, then such work will be performed at the same hourly rates applicable to the audit and set forth in an addendum to the contract between the City and our firm.

Management is also responsible for the implementation of new standards issued by the Governmental Accounting Standards Board. We will provide reasonable assistance in the preparation of the items, but any significant time needed to complete the financial statements will be billed separately.

Our proposed fee is also dependent on all items requested being completed in the format requested or in a mutually agreed upon format and uploaded to the Engagement Organizer hosted by our firm in a timely manner in accordance with the agree-upon audit timeline.

CITY OF SIERRA MADRE

PROPOSAL FOR PROFESSIONAL AUDITING SERVICES
-24-
Proposed fees
Fees
In accordance with the Request for Proposal for Audit Services issued by the City of Sierra Madre, Rogers, Anderson, Malody & Scott, LLP hereby submits the following all-inclusive maximum cost proposal:

For the fiscal year ended June 30,
Option years
Basic report to be issued 2023 2024 2025 2026 2027
City audit and related reports $ 49,950 $ 52,400 $ 55,000 $ 57,800 $ 60,700 ACFR preparation 10,500 11,000 11,600 12,200 12,800
Single Audit* and related reports 7,250 7,600 8,000 8,400 8,800 Annual State Controllers Report 1,750 1,800 1,900 2,000 2,100 Total $ 69,450 $ 72,800 $ 76,500 $ 80,400 $ 84,400
* = for the first major program, each additional major program $6,200 in 2023, $6,500 in 2024, $6,800 in 2025, $7,100 in 2026, and $7,500 in 20 Fee adjustment for scope change
If there is a scope change during the audit, such work will be performed at the same hourly rates applicable to the audit and set forth above.

Rates for additional professional services:

Position 2023
Partner $ 350
Manager 250
Senior accountant 200
Staff accountant 175
Attachment A
(Continued)
-25-

GOVERNMENT CLIENTS SERVED
GFOA Successor Housing
Government Client Years Served Awards Agency Authority
City of El Cajon 06/30/07 to 06/30/22 Yes Yes Yes
City of Exeter 06/30/17 to 06/30/22
City of Woodlake 06/30/17 to 06/30/22
Town of Yucca Valley 06/30/08 to 06/30/22 Yes Yes Yes
City of La Verne 06/30/11 to 06/30/22 Yes Yes Yes
City of San Jacinto 06/30/11 to 06/30/22 Yes Yes
City of Twentynine Palms 06/30/11 to 06/30/22 Yes Yes Yes City of La Mesa 06/30/11 to 06/30/22 Yes Yes
City of Menifee 06/30/14 to 06/30/22 Yes
City of San Marcos 06/30/14 to 06/30/22 Yes Yes Yes
City of Loma Linda 06/30/13 to 06/30/22 Yes Yes Yes
City of Sierra Madre 06/30/12 to 06/30/22 Yes Yes Yes
City of Hawthorne 06/30/16 to 06/30/22 Yes Yes Yes
City of Aliso Viejo 06/30/16 to 06/30/22 Yes No No
City of Claremont 06/30/16 to 06/30/22 Yes Yes Yes
City of Thousand Oaks 06/30/18 to 06/30/22 Yes Yes Yes
City of South Pasadena 06/30/18 to 06/30/21 Yes Yes
City of Rolling Hills Estates 06/30/19 to 06/30/22 Yes
City of Calabasas 06/30/20 to 06/30/22 Yes
City of San Bernardino 06/30/20 to 06/30/22 Yes
City of Ojai 06/30/20 to 06/30/22
City of Beaumont 06/30/20 to 06/30/22 Yes
City of Moreno Valley 06/30/20 to 06/30/22 Yes
City of Lawndale 06/30/20 to 06/30/22
Town of Windsor 06/30/19 to 06/30/22
City of San Dimas 06/30/20 to 06/30/22
City of Imperial Beach 06/30/20 to 06/30/22
City of Brawley 06/30/22
City of Santee 06/30/22
City of Perris 06/30/22
City of Live Oak 06/30/22
City of Yorba Linda 06/30/22
City of Canyon Lake Accounting support
City of Fontana Accounting support
City of Hemet Accounting support
City of Rolling Hills Accounting support
City of Yucaipa Accounting support
City of Angels Camp Accounting support
City of Grand Terrace Accounting support
Crestline Village Water District 04/30/96 to 04/30/22
Crestline-Lake Arrowhead Water 06/30/98 to 06/30/22
San Bernardino Valley Muni Water District 06/30/04 to 06/30/22 Elsinore Valley Municipal Water District 06/30/15 to 06/30/22 Yes Pine Cove Water District 06/30/10 to 06/30/22
Attachment A
(Continued)
-26-
GOVERNMENT CLIENTS SERVED (continued)
CSMFO/
GFOA Successor Housing
Government Client Years Served Awards Agency Authority
Consolidated Fire Agencies 06/30/14 to 06/30/22
Successor Agency to the County of SB 06/30/14 to 06/30/22 Riverside County Habitat Con. Agency 06/30/15 to 06/30/22 Santa Ana Watershed Association 12/31/09 to 12/31/21
Capistrano Bay Community Services
District 06/30/13 to 06/30/22
Ventura County Public Fin Authority 06/30/12 to 06/30/22 Nipomo Community Services District 06/30/16 to 06/30/22 Yes SBIAA 06/30/17 to 06/30/22
San Diego Workforce Partnership 06/30/16 to 06/30/22
Rubidoux Community Services District 06/30/16 to 06/30/22 Conejo Recreation and Park District 06/30/19 to 06/30/22 Upper San Gabriel Valley MWD 06/30/19 to 06/30/22 Yes
March Joint Powers Authority 06/30/19 to 06/30/22
Chino Basin Desalter Authority 06/30/19 to 06/30/22 Yes Mountains Recreation and Conservation 06/30/19 to 06/30/22 Palos Verdes Peninsula Transit Authority 06/30/19 to 06/30/22 Yucca Valley Airport District 06/30/20 to 06/30/22
West Basin Municipal Water District 06/30/20 to 06/30/22 Yes Idyllwild Water District 06/30/11 to 06/30/22
Big Bear Area Regional Wastewater 06/30/12 to 06/30/22 Yes Mojave Water Agency 06/30/19 to 06/30/22 Yes
Beaumont Cherry Valley Water District 12/31/17 to 12/31/20 Yes Rosamond Community Services District 06/30/15 to 06/30/22 Rossmoor Community Services District 06/30/05 to 06/30/22 Rim of the World Park & Rec. District 06/30/06 to 06/30/22 Heartlands Communications Fac Auth 06/30/07 to 06/30/22 Heartlands Fire Training Authority 06/30/07 to 06/30/22 San Joaquin Regional Rail Commission 06/30/22
East Valley Water District 06/30/22
Leucadia Wastewater District 06/30/22
Las Virgenes Municipal Water District 06/30/22
Pomona Valley Transportation Auth 06/30/22
Crestline Sanitation District Accounting support
Running Springs Water District Accounting support
Phelan Pinon Hills Community Services
District Accounting support
Professional Services Agreement – Consultant Services

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Clear Form

PROFESSIONAL SERVICES AGREEMENT

FOR CONSULTANT SERVICES
(City of Sierra Madre / Rogers, Anderson, Malody & Scott, LLP)

1. IDENTIFICATION
This PROFESSIONAL SERVICES AGREEMENT (“Agreement”) is entered into by and between the City of Sierra Madre, a California municipal corporation (“City”), and , Rogers, Anderson, Malody & Scott, LLP (“Consultant”).

2. RECITALS

2.1. City has determined that it requires the following professional services from a consultant:

2.2. Consultant represents that it is fully qualified to perform such professional services by virtue of its experience and the training, education and expertise of its principals and employees.

Consultant further represents that it is willing to accept responsibility for performing such services in accordance with the terms and conditions set forth in this Agreement.

2.3. Consultant represents that it has no known relationships with third parties, City Council members, or employees of City which would (1) present a conflict of interest with the rendering of services under this Agreement under Government Code Section 1090, the Political Reform Act (Government Code Section 81000 et seq.), or other applicable law, (2) prevent Consultant from performing the terms of this Agreement, or (3) present a significant opportunity for the disclosure of confidential information.

NOW, THEREFORE, for and in consideration of the mutual covenants and conditions herein contained, City and Consultant agree as follows:

3. DEFINITIONS

3.1. “Scope of Services”: Such professional services as are set forth in Consultant’s proposal to City dated February 3, 2023 and attached hereto as Exhibit A and incorporated herein by this reference.

3.2. “Agreement Administrator”: The Agreement Administrator for this project is: The City’s Finance Director, who would serve as The Agreement Administrator, shall be the principal point of contact at the City for this project. All services under this Agreement shall be performed at the request of the Agreement Administrator. The Agreement Administrator will establish the timetable for completion of services and any interim milestones. City reserves the right to change this designation upon written notice to Consultant

3.3. “Approved Fee Schedule”: Consultant’s compensation rates are set forth in the fee schedule attached hereto as Exhibit B and incorporated herein by this reference. This fee schedule shall remain in effect for the duration of this Agreement unless modified in writing by mutual agreement of the parties.

3.4. “Maximum Amount”: The highest total compensation and costs payable to Consultant by City under this Agreement. The Maximum Amount under this Agreement is Three Hundred Eighty Three Thousand Five Hundred Fifty Dollars ($ 383,550.00).

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3.5. “Commencement Date”: June 1, 2023.

3.6. “Termination Date”: March 31, 2028.

4. TERM
The term of this Agreement shall commence at 12:00 a.m. on the Commencement Date and shall expire at 11:59 p.m. on the Termination Date unless extended by written agreement of the parties or terminated earlier under Section 16 (“Termination”) below. Consultant may request extensions of time to perform the services required hereunder. Such extensions shall be effective if authorized in advance by City in writing and incorporated in written amendments to this Agreement.

5. CONSULTANT’S DUTIES

5.1. Services. Consultant shall perform the services identified in the Scope of Services. City shall have the right to request, in writing, changes in the Scope of Services. Any such changes mutually agreed upon by the parties, and any corresponding increase or decrease in compensation, shall be incorporated by written amendment to this Agreement.

5.2. Coordination with City. In performing services under this Agreement, Consultant shall coordinate all contact with City through its Agreement Administrator.

5.3. Budgetary Notification. Consultant shall notify the Agreement Administrator, in writing, when fees and expenses incurred under this Agreement have reached eighty percent (80%) of the Maximum Amount. Consultant shall concurrently inform the Agreement Administrator, in writing, of Consultant’s estimate of total expenditures required to complete its current assignments before proceeding, when the remaining work on such assignments would exceed the Maximum Amount.

5.4. Business License. Consultant shall obtain and maintain in force a City business license for the duration of this Agreement.

5.5. Professional Standards. Consultant shall perform all work to the standards of Consultant’s profession and in a manner reasonably satisfactory to City. Consultant shall keep itself fully informed of and in compliance with all local, state, and federal laws, rules, and regulations in any manner affecting the performance of this Agreement, including all Cal/OSHA requirements, the conflict of interest provisions of Government Code § 1090 and the Political Reform Act (Government Code § 81000 et seq.).

5.6. Avoid Conflicts. During the term of this Agreement, Consultant shall not perform any work for another person or entity for whom Consultant was not working at the Commencement Date if such work would present a conflict interfering with performance under this Agreement.

However, City may consent in writing to Consultant’s performance of such work.

5.7. Campaign Contributions. This Agreement is subject to Government Code Section 84308, as amended by SB 1439. Consultant shall disclose any contribution in an amount of more than two hundred fifty dollars ($250) made within the preceding 12 months by the party or the party’s agent. Consultant shall provide a signed copy of the attached Campaign Contribution Disclosure Form to the City prior to, or concurrent with, the Consultant’s execution of this Agreement.

5.8. Appropriate Personnel. Consultant has, or will secure at its own expense, all personnel required to perform the services identified in the Scope of Services. All such services shall be performed by Consultant or under its supervision, and all personnel engaged in the work shall be qualified to perform such services. The engagement partner, Brad Welebir, shall be Professional Services Agreement – Consultant Services

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Consultant’s project administrator and shall have direct responsibility for management of Consultant’s performance under this Agreement. No change shall be made in Consultant’s project administrator without City’s prior written consent.

5.9. Substitution of Personnel. Any persons named in the proposal or Scope of Services constitutes a promise to the City that those persons will perform and coordinate their respective services under this Agreement. Should one or more of such personnel become unavailable, Consultant may substitute other personnel of at least equal competence upon written approval of City. If City and Consultant cannot agree as to the substitution of key personnel, City may terminate this Agreement for cause.

5.10. Permits and Approvals. Consultant shall obtain, at its sole cost and expense, all permits and regulatory approvals necessary for Consultant’s performance of this Agreement. This includes, but shall not be limited to, professional licenses, encroachment permits and building and safety permits and inspections.

5.11. Notification of Organizational Changes. Consultant shall notify the Agreement Administrator, in writing, of any change in name, ownership or control of Consultant’s firm or of any subcontractor. Change of ownership or control of Consultant’s firm may require an amendment to this Agreement.

5.12. Records. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to City under this Agreement for a minimum of three (3) years, or for any longer period required by law, from the date of final payment to Consultant under this Agreement. All such documents shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of City. In addition, pursuant to Government Code Section 8546.7, if the amount of public funds expended under this Agreement exceeds ten thousand dollars, all such documents and this Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of City, for a period of three (3) years after final payment under this Agreement.

5.13. Skilled and Trained Workforce Requirement. When the use of a skilled and trained workforce is required to complete a contract pursuant to existing law, this contract is subject to such requirement and Consultant agrees to use a skilled and trained workforce.

6. SUBCONTRACTING

6.1. General Prohibition. This Agreement covers professional services of a specific and unique nature. Except as otherwise provided herein, Consultant shall not assign or transfer its interest in this Agreement or subcontract any services to be performed without amending this Agreement.

6.2. Consultant Responsible. Consultant shall be responsible to City for all services to be performed under this Agreement.

6.3. Identification in Fee Schedule. All subcontractors shall be specifically listed and their billing rates identified in the Approved Fee Schedule, Exhibit B. Any changes must be approved by the Agreement Administrator in writing as an amendment to this Agreement.

6.4. Compensation for Subcontractors. City shall pay Consultant for work performed by its subcontractors, if any, only at Consultant’s actual cost plus an approved mark-up as set forth in Professional Services Agreement – Consultant Services

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the Approved Fee Schedule, Exhibit B. Consultant shall be liable and accountable for any and all payments, compensation, and federal and state taxes to all subcontractors performing services under this Agreement. City shall not be liable for any payment, compensation, or federal and state taxes for any subcontractors.

7. COMPENSATION

7.1. General. City agrees to compensate Consultant for the services provided under this Agreement, and Consultant agrees to accept payment in accordance with the Fee Schedule in full satisfaction for such services. Compensation shall not exceed the Maximum Amount. Consultant shall not be reimbursed for any expenses unless provided for in this Agreement or authorized in writing by City in advance.

7.2. Invoices. Consultant shall submit to City an invoice, on a monthly basis or as otherwise agreed to by the Agreement Administrator, for services performed pursuant to this Agreement. Each invoice shall identify the Maximum Amount, the services rendered during the billing period, the amount due for the invoice, and the total amount previously invoiced. All labor charges shall be itemized by employee name and classification/position with the firm, the corresponding hourly rate, the hours worked, a description of each labor charge, and the total amount due for labor charges.

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

7.4. Disputes. The parties agree to meet and confer at mutually agreeable times to resolve any disputed amounts contained in an invoice submitted by Consultant.

7.5. Additional Work. Consultant shall not be reimbursed for any expenses incurred for work performed outside the Scope of Services unless prior written approval is given by the City through a fully executed written amendment. Consultant shall not undertake any such work without prior written approval of the City.

7.6. City Satisfaction as Precondition to Payment. Notwithstanding any other terms of this Agreement, no payments shall be made to Consultant until City is satisfied that the services are satisfactory.

7.7. Right to Withhold Payments. If Consultant fails to provide a deposit or promptly satisfy an indemnity obligation described in Section 11, City shall have the right to withhold payments under this Agreement to offset that amount.

8. PREVAILING WAGES
Consultant is aware of the requirements of California Labor Code Section 1720, et seq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., (“Prevailing Wage Laws”), which require the payment of prevailing wage rates and the performance of other requirements on certain “public works” and “maintenance” projects. This Agreement is subject to Prevailing Wage Laws, for all work performed under this Agreement for which the payment of prevailing wage is required by those laws.

Consultant shall defend, indemnify, and hold the City, its elected officials, officers, employees, and agents free and harmless form any claim or liability arising out of any failure or alleged failure of Consultant to comply with the Prevailing Wage Laws.

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9. OWNERSHIP OF WRITTEN PRODUCTS
All reports, documents or other written material, and all electronic files, including computer- aided design files, developed by Consultant in the performance of this Agreement (such written material and electronic files are collectively known as “written products”) shall be and remain the property of City without restriction or limitation upon its use or dissemination by City except as provided by law. Consultant may take and retain copies of such written products as desired, but no such written products shall be the subject of a copyright application by Consultant.

10. RELATIONSHIP OF PARTIES

10.1. General. Consultant is, and shall at all times remain as to City, a wholly independent contractor.

10.2. No Agent Authority. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise to act on behalf of City as an agent. Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant’s employees, except as set forth in this Agreement. Consultant shall not represent that it is, or that any of its agents or employees are, in any manner employees of City.

10.3. Independent Contractor Status. Under no circumstances shall Consultant or its employees look to the City as an employer. Consultant shall not be entitled to any benefits. City makes no representation as to the effect of this independent contractor relationship on Consultant’s previously earned California Public Employees Retirement System (“CalPERS”) retirement benefits, if any, and Consultant specifically assumes the responsibility for making such a determination. Consultant shall be responsible for all reports and obligations including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers’ compensation, and other applicable federal and state taxes.

10.4. Indemnification of CalPERS Determination. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or CalPERS to be eligible for enrollment in CalPERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for CalPERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.

11. INDEMNIFICATION

11.1. Definitions. For purposes of this Section 11, “Consultant” shall include Consultant, its officers, employees, servants, agents, or subcontractors, or anyone directly or indirectly employed by either Consultant or its subcontractors, in the performance of this Agreement. “City” shall include City, its officers, agents, employees and volunteers.

11.2. Consultant to Indemnify City. To the fullest extent permitted by law, Consultant shall indemnify, hold harmless, and defend City from and against any and all claims, losses, costs or expenses for any personal injury or property damage arising out of or in connection with Consultant’s alleged negligence, recklessness or willful misconduct or other wrongful acts, errors or omissions of Consultant or failure to comply with any provision in this Agreement.

11.3. Scope of Indemnity. Personal injury shall include injury or damage due to death or injury to any person, whether physical, emotional, consequential or otherwise, Property damage shall include injury to any personal or real property. Consultant shall not be required to indemnify Professional Services Agreement – Consultant Services

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City for such loss or damage as is caused by the sole active negligence or willful misconduct of the City.

11.4. Attorneys Fees. Such costs and expenses shall include reasonable attorneys’ fees for counsel of City’s choice, expert fees and all other costs and fees of litigation. Consultant shall not be entitled to any refund of attorneys’ fees, defense costs or expenses in the event that it is adjudicated to have been non-negligent.

11.5. Defense Deposit. The City may request a deposit for defense costs from Consultant with respect to a claim. If the City requests a defense deposit, Consultant shall provide it within 15 days of the request.

11.6. Waiver of Statutory Immunity. The obligations of Consultant under this Section 11 are not limited by the provisions of any workers’ compensation act or similar act. Consultant expressly waives its statutory immunity under such statutes or laws as to City.

11.7. Indemnification by Subcontractors. Consultant agrees to obtain executed indemnity agreements with provisions identical to those set forth here in this Section 11 from each and every subcontractor or any other person or entity involved in the performance of this Agreement on Consultant’s behalf.

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

12. INSURANCE

12.1. Insurance Required. Consultant shall maintain insurance as described in this section and shall require all of its subcontractors, consultants, and other agents to do the same. Approval of the insurance by the City shall not relieve or decrease any liability of Consultant Any requirement for insurance to be maintained after completion of the work shall survive this Agreement.

12.2. Documentation of Insurance. City will not execute this agreement until it has received a complete set of all required documentation of insurance coverage. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant’s obligation to provide them. Consultant shall file with City:
• Certificate of Insurance, indicating companies acceptable to City, with a Best's Rating of no less than A:VII showing. The Certificate of Insurance must include the project name:

Auditing Services for City of Sierra Madre
• Documentation of Best’s rating acceptable to the City. • Original endorsements effecting coverage for all policies required by this Agreement. • Complete, certified copies of all required insurance policies, including endorsements affecting the coverage.

12.3. Coverage Amounts. Insurance coverage shall be at least in the following minimum amounts:
• Professional Liability Insurance: $1,000,000 per occurrence $2,000,000 aggregate
• General Liability:
o General Aggregate: $2,000,000
o Products Comp/Op Aggregate $2,000,000
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o Personal & Advertising Injury $1,000,000
o Each Occurrence $1,000,000
o Fire Damage (any one fire) $ 50,000
o Medical Expense (any 1 person) $ 5,000
• Workers' Compensation: o Workers'
Compensation Statutory Limits
o EL Each Accident $1,000,000
o EL Disease - Policy Limit $1,000,000
o EL Disease - Each Employee $1,000,000
• Automobile Liability:
• Any vehicle, combined single limit $1,000,000
Any available insurance proceeds broader than or in excess of the specified minimum insurance coverage requirements or limits shall be available to the additional insured. Furthermore, the requirements for coverage and limits shall be the greater of (1) the minimum coverage and limits specified in this Agreement, or (2) the broader coverage and maximum limits of coverage of any insurance policy or proceeds available to the named insured

12.4. General Liability Insurance. Commercial General Liability Insurance shall be no less broad than ISO form CG 00 01. Coverage must be on a standard Occurrence form. Claims-Made, modified, limited or restricted Occurrence forms are not acceptable.

12.5. Worker’s Compensation Insurance. Consultant is aware of the provisions of Section 3700 of the Labor Code which requires every employer to carry Workers' Compensation (or to undertake equivalent self-insurance), and Consultant will comply with such provisions before commencing the performance of the work of this Agreement. If such insurance is underwritten by any agency other than the State Compensation Fund, such agency shall be a company authorized to do business in the State of California.

12.6. Automobile Liability Insurance. Covered vehicles shall include owned if any, nonowned, and hired automobiles and, trucks.

12.7. Professional Liability Insurance or Errors & Omissions Coverage. The deductible or selfinsured retention may not exceed $50,000. If the insurance is on a Claims-Made basis, the retroactive date shall be no later than the commencement of the work. Coverage shall be continued for two years after the completion of the work by one of the following: (1) renewal of the existing policy; (2) an extended reporting period endorsement; or (3) replacement insurance with a retroactive date no later than the commencement of the work under this Agreement.

12.8. Claims-Made Policies. If any of the required policies provide coverage on a claims- made basis the Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. Claims-Made Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work.

12.9. Additional Insured Endorsements. The City, its City Council, Commissions, officers, and employees of Sierra Madre must be endorsed as an additional insured for each policy required Professional Services Agreement – Consultant Services

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herein, other than Professional Errors and Omissions and Worker’s Compensation, for liability arising out of ongoing and completed operations by or on behalf of the Consultant. Consultant’s insurance policies shall be primary as respects any claims related to or as the result of the Consultant’s work. Any insurance, pooled coverage or self-insurance maintained by the City, its elected or appointed officials, directors, officers, agents, employees, volunteers, or consultants shall be noncontributory. All endorsements shall be signed by a person authorized by the insurer to bind coverage on its behalf. General liability coverage can be provided using an endorsement to the Consultant’s insurance at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10 and CG 20 37.

12.10. Failure to Maintain Coverage. In the event any policy is canceled prior to the completion of the project and the Consultant does not furnish a new certificate of insurance prior to cancellation, City has the right, but not the duty, to obtain the required insurance and deduct the premium(s) from any amounts due the Consultant under this Agreement. Failure of the Consultant to maintain the insurance required by this Agreement, or to comply with any of the requirements of this section, shall constitute a material breach of this Agreement.

12.11. Notices. Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required policies are reduced; (3) or the deductible or self-insured retention is increased. Consultant shall provide no less than 30 days’ notice of any cancellation or material change to policies required by this Agreement. Consultant shall provide proof that cancelled or expired policies of insurance have been renewed or replaced with other policies providing at least the same coverage. Such proof will be furnished at least two weeks prior to the expiration of the coverages. The name and address for Additional Insured Endorsements, Certificates of Insurance and Notices of Cancellation is: City of Sierra Madre, Attn: Finance Department, 232 W. Sierra Madre Blvd., Sierra Madre, CA 91024.

12.12. Consultant’s Insurance Primary. The insurance provided by Consultant, including all endorsements, shall be primary to any coverage available to City. Any insurance or selfinsurance maintained by City and/or its officers, employees, agents or volunteers, shall be in excess of Consultant’s insurance and shall not contribute with it.

12.13. Waiver of Subrogation. Consultant hereby waives all rights of subrogation against the City.

Consultant shall additionally waive such rights either by endorsement to each policy or provide proof of such waiver in the policy itself.

12.14. Report of Claims to City. Consultant shall report to the City, in addition to the Consultant’s insurer, any and all insurance claims submitted to Consultant's insurer in connection with the services under this Agreement.

12.15. Premium Payments and Deductibles. Consultant must disclose all deductibles and selfinsured retention amounts to the City. The City may require the Consultant to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within retention amounts. Ultimately, City must approve all such amounts prior to execution of this Agreement. City has no obligation to pay any premiums, assessments, or deductibles under any policy required in this Agreement. Consultant shall be responsible for all premiums and deductibles in all of Consultant’s insurance policies. The amount of deductibles for insurance coverage required herein are subject to City’s approval.

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12.16. Duty to Defend and Indemnify. Consultant’s duties to defend and indemnify City under this Agreement shall not be limited by the foregoing insurance requirements and shall survive the expiration or early termination of this Agreement.

13. MUTUAL COOPERATION

13.1. City Cooperation in Performance. City shall provide Consultant with all pertinent data, documents and other requested information as is reasonably available for the proper performance of Consultant’s services under this Agreement.

13.2. Consultant Cooperation in Defense of Claims. If any claim or action is brought against City relating to Consultant’s performance in connection with this Agreement, Consultant shall render any reasonable assistance that City may require in the defense of that claim or action.

14. NOTICES
Any notices, bills, invoices, or reports required by this Agreement shall be deemed received on: (i) the day of delivery if delivered by hand, email, or overnight courier service during Consultant’s and City’s regular business hours; or (ii) on the third business day following deposit in the United States mail if delivered by mail, postage prepaid, to the addresses listed below (or to such other addresses as the parties may, from time to time, designate in writing).

If to City If to Consultant
City of Sierra Madre Rogers, Anderson, Malody & Scott, LLP 232 W. Sierra Madre Blvd. 735 E. Cargenie Dr., Suite 100 Sierra Madre, CA 91024 San Bernardino, CA 92408
Telephone: (626) 355-7135 (909) 889-0871
Email: [email protected] Email: [email protected] With courtesy copy to:

Aleks R. Giragosian, Esq.

Sierra Madre City Attorney
Colantuono, Highsmith & Whatley, PC
790 E. Colorado Blvd., Suite 850
Pasadena, CA 91101
Telephone: (213) 542-5700
Email: [email protected]

15. SURVIVING COVENANTS
The parties agree that the covenants contained in Section 5.11 (Records), Section 10.4 (Indemnification of CalPERS Determination), Section 11 (Indemnification), Section 12.8 (Claims- Made Policies), paragraph

12.13 (Waiver of Subrogation), Section 13.2 (Consultant Cooperation in Defense of Claims), Section 15 (Surviving Covenants), Section 17 (Interpretation of Agreement), and Section 18 (General Provisions) of this Agreement shall survive the expiration or termination of this Agreement, subject to the provisions and limitations of this Agreement and all otherwise applicable statutes of limitations and repose.

16. TERMINATION

16.1. City Termination. City may terminate this Agreement for any reason on five calendar days’ written notice to Consultant. Consultant agrees to cease all work under this Agreement on or Professional Services Agreement – Consultant Services

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before the effective date of any notice of termination. All City data, documents, objects, materials or other tangible things shall be returned to City upon the termination or expiration of this Agreement.

16.2. Consultant Termination. Consultant may terminate this Agreement for a material breach of this Agreement by the City upon 30 days’ notice.

16.3. Compensation Following Termination. Upon termination, Consultant shall be paid based on the work satisfactorily performed at the time of termination. In no event shall Consultant be entitled to receive more than the amount that would be paid to Consultant for the full performance of the services required by this Agreement. The City shall have the benefit of such work as may have been completed up to the time of such termination.

16.4. Remedies. City retains any and all available legal and equitable remedies for Consultant’s breach of this Agreement.

17. INTERPRETATION OF AGREEMENT

17.1. Governing Law. This Agreement shall be governed and construed in accordance with the laws of the State of California.

17.2. Integration of Exhibits. All documents referenced as exhibits in this Agreement are hereby incorporated into this Agreement. In the event of any material discrepancy between the provisions of this Agreement and its exhibits, the provisions of this Agreement shall prevail. In the event of any material discrepancy between the express provisions of this Agreement and the exhibits of this Agreement, the provisions of this Agreement shall prevail. This instrument contains the entire Agreement between City and Consultant with respect to the transactions contemplated herein. No other prior oral or written agreements are binding upon the parties.

Amendments hereto or deviations herefrom shall be effective and binding only if made in writing and executed on by City and Consultant.

17.3. Headings. The headings and captions appearing at the commencement of the sections hereof, and in any paragraph thereof, are descriptive only and for convenience in reference to this Agreement. Should there be any conflict between such heading, and the section or paragraph thereof at the head of which it appears, the language of the section or paragraph shall control and govern in the construction of this Agreement.

17.4. Pronouns. Masculine or feminine pronouns shall be substituted for the neuter form and vice versa, and the plural shall be substituted for the singular form and vice versa, in any place or places herein in which the context requires such substitution(s).

17.5. Severability. If any term or provision of this Agreement or the application thereof to any person or circumstance shall, to any extent, be invalid or unenforceable, then such term or provision shall be amended to, and solely to the extent necessary to, cure such invalidity or unenforceability, and shall be enforceable in its amended form. In such event, the remainder of this Agreement, or the application of such term or provision to persons or circumstances other than those as to which it is held invalid or unenforceable, shall not be affected, and each term and provision of this Agreement shall be valid and be enforced to the fullest extent permitted by law.

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17.6. No Presumption Against Drafter. Each party had an opportunity to consult with an attorney in reviewing and drafting this agreement. Any uncertainty or ambiguity shall not be construed for or against any party based on attribution of drafting to any party.

18. GENERAL PROVISIONS

18.1. Confidentiality. All data, documents, discussion, or other information developed or received by Consultant for performance of this Agreement are deemed confidential and Consultant shall not disclose it without prior written consent by City. City shall grant such consent if disclosure is legally required. All City data shall be returned to City upon the termination or expiration of this Agreement.

18.2. Conflicts of Interest. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. Consultant further agrees to file, or shall cause its employees or subcontractor to file, a Statement of Economic Interest with the City’s Filing Officer if required under state law in the performance of the services. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability. For the term of this Agreement, no member, officer, or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

18.3. Non-assignment. Consultant shall not delegate, transfer, subcontract or assign its duties or rights hereunder, either in whole or in part, without City’s prior written consent, and any attempt to do so shall be void and of no effect. City shall not be obligated or liable under this Agreement to any party other than Consultant.

18.4. Binding on Successors. This Agreement shall be binding on the successors and assigns of the parties.

18.5. No Third-Party Beneficiaries. Except as expressly stated herein, there is no intended thirdparty beneficiary of any right or obligation assumed by the parties.

18.6. Time of the Essence. Time is of the essence for each and every provision of this Agreement.

18.7. Non-Discrimination. Consultant shall not discriminate against any employee or applicant for employment because of race, sex (including pregnancy, childbirth, or related medical condition), creed, national origin, color, disability as defined by law, disabled veteran status, Vietnam veteran status, religion, age (40 and above), medical condition (cancer-related), marital status, ancestry, or sexual orientation. Employment actions to which this provision applies shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; or in terms, conditions or privileges of employment, and selection for training.

Consultant agrees to post in conspicuous places, available to employees and applicants for employment, the provisions of this nondiscrimination clause.

18.8. Waiver. No provision, covenant, or condition of this Agreement shall be deemed to have been waived by City or Consultant unless in writing signed by one authorized to bind the party asserted to have consented to the waiver. The waiver by City or Consultant of any breach of any provision, covenant, or condition of this Agreement shall not be deemed to be a waiver of any Professional Services Agreement – Consultant Services

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subsequent breach of the same or any other provision, covenant, or condition.

18.9. Excused Failure to Perform. Consultant shall not be liable for any failure to perform if Consultant presents acceptable evidence, in City’s sole judgment, that such failure was due to causes beyond the control and without the fault or negligence of Consultant.

18.10. Remedies Non-Exclusive. Each right, power and remedy provided for herein or now or hereafter existing at law, in equity, by statute, or otherwise shall be cumulative and shall be in addition to every other right, power, or remedy provided for herein or now or hereafter existing at law, in equity, by statute, or otherwise. The exercise, the commencement of the exercise, or the forbearance from the exercise by any party of any one or more of such rights, powers or remedies shall not preclude the simultaneous or later exercise by such party of any or all of such other rights, powers or remedies.

18.11. Attorneys’ Fees. If legal action shall be necessary to enforce any term, covenant or condition contained in this Agreement, the prevailing party shall be entitled to an award of reasonable attorneys’ fees and costs expended in the action.

18.12. Venue. The venue for any litigation shall be Los Angeles County, California and Consultant hereby consents to sole jurisdiction in Los Angeles County for purposes of resolving any dispute or enforcing any obligation arising under this Agreement.

18.13. Counterparts; Electronic Signatures. This Agreement may be signed in one or more counterparts, each of which shall be deemed an original, but all of which together shall be deemed one and the same instrument. The parties acknowledge and agree that this Agreement may be executed by electronic signature, which shall be considered as an original signature for all purposes and shall have the same force and effect as an original signature. Without limitation, “electronic signature” shall include faxed or emailed versions of an original signature, electronically scanned and transmitted versions (e.g., via pdf) of an original signature, or a digital signature.

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TO EFFECTUATE THIS AGREEMENT, the parties have caused their duly authorized representatives to execute this Agreement on the dates set forth below. “CITY”
City of Sierra Madre
Authorized Signatories:

Signature:

Printed: Michael Bruckner
Title: City Manager
Date:

Attest:

Signature:

Printed: Laura Aguilar
Title: City Clerk
Date:

Approved as to Form:

Signature:

Printed: Aleks R. Giragosian
Title: City Attorney
Date:

EXHIBIT A
Scope of Services
Exhibit B
Approved Fee Schedule
“CONSULTANT”
Signature:

Printed: Brad Welebir
Title: Partner
Date:
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May 30, 2023
To the Honorable City Council
City of Sierra Madre
Sierra Madre, California
This letter is provided in connection with our engagement to audit the financial statements and to audit compliance over major federal award programs of the City of Sierra Madre (the City) as of and for the year ended June 30, 2023. Professional standards require that we communicate with you certain items including our responsibilities with regard to the financial statement audit, the compliance audit, and the planned scope and timing of our audits.

Our Responsibilities
As stated in our engagement letter dated May 30, 2023, we are responsible for conducting our audits in accordance with auditing standards generally accepted in the United States of America (U.S. GAAS), Government Auditing Standards of the Comptroller General of the United States of America, and the requirements of the Single Audit Act, as amended; and the provisions of the audit requirements of Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance), for the purpose of forming and expressing opinions on the financial statements, and on major federal award program compliance. Our audit does not relieve you or management of your respective responsibilities.

Our responsibility as it relates to the schedule of expenditures of federal awards is to evaluate its presentation for the purpose of forming and expressing an opinion as to whether it is presented fairly in all material respects in relation to the financial statements as a whole.

Our responsibility relating to other information, whether financial or nonfinancial information (other than financial statements and the auditor’s report thereon), included in the entity’s annual report includes only the information identified in our report. We have no responsibility for determining whether the introductory or statistical information is properly stated. We require that we receive the final version of the annual report (including all the documents that, together, comprise the annual report) in a timely manner prior to the date of the auditor’s report, or if that is not possible, as soon as practicable and, in any case, prior to the entity’s issuance of such information.

Planned Scope of the Audit
Our audits will include examining, on a test basis, evidence supporting the amounts and disclosures in the financial statements; therefore, our audit will involve judgment about the number of transactions to be examined and the areas to be tested. Our audit procedures will also include determining major federal programs and performing the applicable procedures described in the U.S. Office of Management and Budget OMB Compliance Supplement for the types of compliance requirements that could have a direct and material effect on each of the entity’s major programs.

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Because of the inherent limitations of an audit, together with the inherent limitations of internal control, an unavoidable risk that some material misstatements or material noncompliance may not be detected exists, even though the audit is properly planned and performed in accordance with U.S. GAAS, Government Auditing Standards of the Comptroller General of the United States of America, the requirements of the Single Audit Act, as amended; and the provisions of the Uniform Guidance.

Our audits will include obtaining an understanding of the entity and its environment, including its internal control, sufficient to assess the risks of material misstatement of the financial statements, the risk of material noncompliance in the major federal awards programs, and as a basis for designing the nature, timing, and extent of further audit procedures, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control over financial reporting. However, we will communicate to you at the conclusion of our audit, significant matters that are relevant to your responsibilities in overseeing the financial reporting process, any material weaknesses, significant deficiencies, and violations of laws and regulations that come to our attention. We will also communicate to you:
 Any violation of laws or regulations that come to our attention;  Our views relating to qualitative aspects of the entity’s significant accounting practices, including accounting policies, accounting estimates, and financial statement disclosures;  Significant difficulties, if any, encountered during the audit;  Disagreements with management, if any, encountered during the audit;  Significant unusual transactions, if any;
 The potential effects of uncorrected misstatements on future-period financial statements; and  Other significant matters that are relevant to your responsibilities in overseeing the financial reporting process.

Our responsibility as auditors is, of course, limited to the period covered by our audit and does not extend to any other periods.

Certain significant risks are presumptive in most audits and merit attention by the auditors due to the direct impact over financial reporting and internal control processes. Although we are currently in the planning stage of our audit, the following presumptive significant risks are applicable to our audit and require special audit considerations:
 Management's override of internal controls over financial reporting: Auditors must consider and respond to the risk of management override of internal controls, which is the intervention by management in handling financial information and making decisions contrary to internal control policy.
 Revenue recognition: Auditors must consider and respond to the risk of management subversion of generally accepted accounting principles in determining how and when revenue is recognized.

We expect to begin our audit on approximately June 5, 2023. Brad Welebir, CPA, CGMA, MBA is the engagement partner and is responsible for supervising the engagement and signing the report or authorizing another individual to sign it.

This information is intended solely for the information and use of the City Council and management of the City and is not intended to be and should not be used by anyone other than these specified parties.

Respectfully,
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May 30, 2023
To the Honorable City Council
City of Sierra Madre
Sierra Madre, California
The following represents our understanding of the services we will provide the City of Sierra Madre.

You have requested that we audit the financial statements of the governmental activities, business-type activities, each major fund, and the aggregate remaining fund information of the City of Sierra Madre (the City), as of June 30, 2023, and for the year then ended and the related notes to the financial statements, which collectively comprise the City’s basic financial statements as listed in the table of contents. In addition, we will audit the entity’s compliance over major federal award programs for the period ended June 30, 2023.

We are pleased to confirm our acceptance and our understanding of this audit engagement by means of this letter. Our audits will be conducted with the objectives of our expressing an opinion on each opinion unit and an opinion on compliance regarding the entity’s major federal award programs. The objectives of our audit of the financial statements are to obtain reasonable assurance about whether the financial statements as a whole are free from material misstatement, whether due to fraud or error, and to issue an auditor’s report that includes our opinions. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with auditing standards generally accepted in the United States of America (GAAS) and in accordance with Government Auditing Standards will always detect a material misstatement when it exists.

Misstatements, including omissions, can arise from fraud or error and are considered material if there is a substantial likelihood that, individually or in the aggregate, they would influence the judgment made by a reasonable user based on the financial statements.

The objectives of our compliance audit are to obtain sufficient appropriate audit evidence to form our opinions and report at the level specified in the governmental audit requirement about whether the entity complied in all material respects with the applicable compliance requirements and identify audit and reporting requirements specified in the governmental audit requirement that are supplementary to GAAS and Government Auditing Standards, if any, and perform procedures to address those requirements.

Honorable City Council
City of Sierra Madre
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Accounting principles generally accepted in the United States of America (U.S. GAAP), require that supplementary information, such as management’s discussion and analysis (MD&A) and budgetary comparison information be presented to supplement the basic financial statements. Such information, although not a part of the basic financial statements, is required by the Governmental Accounting Standards Board (GASB), who considers it to be an essential part of financial reporting for placing the basic financial statements in an appropriate operational, economic, or historical context. As part of our engagement, we will apply certain limited procedures to the required supplementary information (RSI) in accordance with auditing standards generally accepted in the United States of America. These limited procedures will consist primarily of inquiries of management regarding their methods of measurement and presentation and comparing the information for consistency with management’s responses to our inquiries. We will not express an opinion or provide any form of assurance on the RSI. The following RSI is required by accounting principles generally accepted in the United States of America. This RSI will be subjected to certain limited procedures but will not be audited:

1. Management's Discussion and Analysis

2. General and Major Fund Budgetary Comparison Schedules

3. Pension Related Schedules

4. OPEB Related Schedules
Supplementary information other than RSI will accompany the City’s basic financial statements. We will subject the following supplementary information to the auditing procedures applied in our audit of the basic financial statements and perform certain additional procedures, including comparing and reconciling the supplementary information to the underlying accounting and other records used to prepare the basic financial statements or to the basic financial statements themselves, and additional procedures in accordance with U.S. GAAS. We intend to provide an opinion on the following supplementary information in relation to the basic financial statements as a whole:

1. Non-major Budgetary Comparison Schedules

2. Combining Schedules
Also, the document we submit to you will include the following other additional information that will not be subjected to the auditing procedures applied in our audit of the financial statements:

1. Introductory Section

2. Statistical Section
Schedule of Expenditures of Federal Awards, if applicable We will subject the schedule of expenditures of federal awards to the auditing procedures applied in our audit of the basic financial statements and certain additional procedures, including comparing and reconciling the schedule to the underlying accounting and other records used to prepare the financial statements or to the financial statements themselves, and additional procedures in accordance with auditing standards generally accepted in the United States of America. We intend to provide an opinion on whether the schedule of expenditures of federal awards is presented fairly in all material respects in relation to the financial statements as a whole.

Data Collection Form
Prior to the completion of our engagement, we will complete the sections of the Data Collection Form that are our responsibility. The form will summarize our audit findings, amounts and conclusions. It is management’s responsibility to submit a reporting package including financial statements, schedule of expenditure of federal awards, summary schedule of prior audit findings and corrective action plan along with the Data Collection Form to the federal audit clearinghouse. The financial reporting package must be text searchable, unencrypted, and unlocked. Otherwise, the reporting package will not be accepted by the federal audit clearinghouse. We will assist you in the electronic submission and certification. You may request from us copies of our report for you to include with the reporting package submitted to pass-through entities.

Honorable City Council
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The Data Collection Form is required to be submitted within the earlier of 30 days after receipt of our auditors’ reports or nine months after the end of the audit period, unless specifically waived by a federal cognizant or oversight agency for audits. Data Collection Forms submitted untimely are one of the factors in assessing programs at a higher risk.

Audit of the Financial Statements
We will conduct our audits in accordance GAAS, the standards applicable to financial audits contained in Government Auditing Standards, issued by the Comptroller General of the United States of America; the audit requirements of Title 2 U.S. Code of Federal Regulations (CFR) Part 200, Uniform Administrative Requirements, Cost Principles, and Audit Requirements for Federal Awards (Uniform Guidance). As part of an audit of financial statements in accordance with these standards, we exercise professional judgment and maintain professional skepticism throughout the audit. We also:
 Identify and assess the risks of material misstatement of the financial statements, whether due to fraud or error, design and perform audit procedures responsive to those risks, and obtain audit evidence that is sufficient and appropriate to provide a basis for our opinions. The risk of not detecting a material misstatement resulting from fraud is higher than for one resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control.
 Obtain an understanding of internal control relevant to the audit in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the entity’s internal control. However, we will communicate to you in writing concerning any significant deficiencies or material weaknesses in internal control relevant to the audit of the financial statements that we have identified during the audit.  Evaluate the appropriateness of accounting policies used and the reasonableness of significant accounting estimates made by management, as well as evaluate the overall presentation of the financial statements, including the disclosures, and whether the financial statements represent the underlying transactions and events in a manner that achieves fair presentation.  Conclude, based on the audit evidence obtained, whether there are conditions or events, considered in the aggregate, that raise substantial doubt about the City’s ability to continue as a going concern for a reasonable period of time.

Because of the inherent limitations of an audit, together with the inherent limitations of internal control, an unavoidable risk that some material misstatements or noncompliance may not be detected exists, even though the audit is properly planned and performed in accordance with GAAS and Government Auditing Standards of the Comptroller General of the United States of America. Please note that the determination of abuse is subjective and Government Auditing Standards does not require auditors to detect abuse.

Our responsibility as auditors is limited to the period covered by our audit and does not extend to any other periods.

We will issue a written report upon completion of our audit of the City’s basic financial statements. Our report will be addressed to the City Council. Circumstances may arise in which our report may differ from its expected form and content based on the results of our audit. Depending on the nature of these circumstances, it may be necessary for us to modify our opinions, add an emphasis-of-matter or othermatter paragraph(s) to our auditor’s report, or if necessary, withdraw from the engagement. If our opinions on the basic financial statements are other than unmodified, we will discuss the reasons with you in advance. If, for any reason, we are unable to complete the audit or are unable to form or have not formed opinions, we may decline to express opinions or to issue a report as a result of this engagement.

Honorable City Council
City of Sierra Madre
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In accordance with the requirements of Government Auditing Standards, we will also issue a written report describing the scope of our testing over internal control over financial reporting and over compliance with laws, regulations, and provisions of grants and contracts, including the results of that testing. However, providing an opinion on internal control and compliance over financial reporting will not be an objective of the audit and, therefore, no such opinion will be expressed.

Audit of Major Program Compliance
Our audit of the City’s major federal award program(s) compliance will be conducted in accordance with the requirements of the Single Audit Act, as amended; and the Uniform Guidance, and will include tests of accounting records, a determination of major programs in accordance with the Uniform Guidance and other procedures we consider necessary to enable us to express such an opinion on major federal award program compliance and to render the required reports. We cannot provide assurance that an unmodified opinion on compliance will be expressed. Circumstances may arise in which it is necessary for us to modify our opinion or withdraw from the engagement.

The Uniform Guidance requires that we also plan and perform the audit to obtain reasonable assurance about whether material noncompliance with applicable laws and regulations, the provisions of contracts and grant agreements applicable to major federal award programs, and the applicable compliance requirements occurred, whether due to fraud or error, and express an opinion on the entity’s compliance based on the audit. Reasonable assurance is a high level of assurance but is not absolute assurance and therefore is not a guarantee that an audit conducted in accordance with GAAS, Government Auditing Standards, and the Uniform Guidance will always detect material noncompliance when it exists.

The risk of not detecting material noncompliance resulting from fraud is higher than for that resulting from error, as fraud may involve collusion, forgery, intentional omissions, misrepresentations, or the override of internal control. Noncompliance with the compliance requirements is considered material if there is a substantial likelihood that, individually or in the aggregate, it would influence the judgment made by a reasonable user of the report on compliance about the entity’s compliance with the requirements of the federal programs as a whole.

As part of a compliance audit in accordance with GAAS and in accordance with Government Auditing Standards, we exercise professional judgment and maintain professional skepticism throughout the audit. We also identify and assess the risks of material noncompliance, whether due to fraud or error, and design and perform audit procedures responsive to those risks.

Our procedures will consist of determining major federal programs and, performing the applicable procedures described in the U.S. Office of Management and Budget OMB Compliance Supplement for the types of compliance requirements that could have a direct and material effect on each of the entity’s major programs, and performing such other procedures as we considers necessary in the circumstances. The purpose of those procedures will be to express an opinion on the entity’s compliance with requirements applicable to each of its major programs in our report on compliance issued pursuant to the Uniform Guidance.

Also, as required by the Uniform Guidance, we will obtain an understanding of the entity’s internal control over compliance relevant to the audit in order to design and perform tests of controls to evaluate the effectiveness of the design and operation of controls that we consider relevant to preventing or detecting material noncompliance with compliance requirements applicable to each of the entity’s major federal award programs. Our tests will be less in scope than would be necessary to render an opinion on these controls and, accordingly, no opinion will be expressed in our report. However, we will communicate to you, regarding, among other matters, the planned scope and timing of the audit and any significant deficiencies and material weaknesses in internal control over compliance that we have identified during the audit.

We will issue a report on compliance that will include an opinion or disclaimer of opinion regarding the entity’s major federal award programs, and a report on internal controls over compliance that will report any significant deficiencies and material weaknesses identified; however, such report will not express an opinion on internal control.

Honorable City Council
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Management’s Responsibilities
Our audit will be conducted on the basis that management acknowledge and understand that they have responsibility:
 For the preparation and fair presentation of the financial statements in accordance with accounting principles generally accepted in the United States of America;  For the design, implementation, and maintenance of internal control relevant to the preparation and fair presentation of financial statements that are free from material misstatement, whether due to fraud or error;
 For identifying, in its accounts, all federal awards received and expended during the period and the federal programs under which they were received;
 For maintaining records that adequately identify the source and application of funds for federally funded activities;
 For preparing the schedule of expenditures of federal awards (including notes and noncash assistance received) in accordance with the Uniform Guidance;  For designing, implementing, and maintaining effective internal control over federal awards that provides reasonable assurance that the entity is managing federal awards in compliance with federal statutes, regulations, and the terms and conditions of the federal awards;  For identifying and ensuring that the entity complies with federal laws, statutes, regulations, rules, provisions of contracts or grant agreements, and the terms and conditions of federal award programs, and implementing systems designed to achieve compliance with applicable federal statutes, regulations, and the terms and conditions of federal award programs;  For disclosing accurately, currently, and completely the financial results of each federal award in accordance with the requirements of the award;
 For identifying and providing report copies of previous audits, attestation engagements, or other studies that directly relate to the objectives of the audit, including whether related recommendations have been implemented;
 For taking prompt action when instances of noncompliance are identified;  For addressing the findings and recommendations of auditors, for establishing and maintaining a process to track the status of such findings and recommendations and taking corrective action on reported audit findings from prior periods and preparing a summary schedule of prior audit findings;
 For following up and taking corrective action on current year audit findings and preparing a corrective action plan for such findings;
 For submitting the reporting package and data collection form to the appropriate parties;  For making the auditor aware of any significant contractor relationships where the contractor is responsible for program compliance;
 To provide us with:
 Access to all information of which management is aware that is relevant to the preparation and fair presentation of the financial statements including the disclosures, and relevant to federal award programs, such as records, documentation, and other matters;  Additional information that we may request from management for the purpose of the audit;  Unrestricted access to persons within the entity and others from whom we determine it necessary to obtain audit evidence;
 A written acknowledgement of all the documents that management expects to issue that will be included in the annual report and the planned timing and method of issuance of that annual report; and
 A final version of the annual report (including all the documents that, together, comprise the annual report) in a timely manner prior to the date of the auditor’s report.  For adjusting the financial statements to correct material misstatements and confirming to us in the management representation letter that the effects of any uncorrected misstatements aggregated by us during the current engagement and pertaining to the current year period(s) under audit are immaterial, both individually and in the aggregate, to the financial statements as a whole;
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 For acceptance of nonattest services, including identifying the proper party to oversee nonattest work;
 For maintaining adequate records, selecting and applying accounting principles, and safeguarding assets;
 For informing us of any known or suspected fraud affecting the entity involving management, employees with significant role in internal control and others where fraud could have a material effect on compliance;
 For the accuracy and completeness of all information provided;  For taking reasonable measures to safeguard protected personally identifiable and other sensitive information; and
 For confirming your understanding of your responsibilities as defined in this letter to us in your management representation letter.

With regard to the schedule of expenditures of federal awards referred to above, you acknowledge and understand your responsibility (a) for the preparation of the schedule of expenditures of federal awards in accordance with the Uniform Guidance, (b) to provide us with the appropriate written representations regarding the schedule of expenditures of federal awards, (c) to include our report on the schedule of expenditures of federal awards in any document that contains the schedule of expenditures of federal awards and that indicates that we have reported on such schedule, and (d) to present the schedule of expenditures of federal awards with the audited financial statements, or if the schedule will not be presented with the audited financial statements, to make the audited financial statements readily available to the intended users of the schedule of expenditures of federal awards no later than the date of issuance by you of the schedule and our report thereon.

As part of our audit process, we will request from management written confirmation concerning representations made to us in connection with the audit.

Nonattest Services
With respect to any nonattest services we perform, we agree to perform the following:
 To propose adjusting or correcting journal entries to be reviewed and approved by management,  To assist management with drafting the financial statements based on the entity’s trial balances,  To assist management with completing the Data Collection Form and submitting to the Federal Audit Clearinghouse
We will not assume management responsibilities on behalf of the City. However, we will provide advice and recommendations to assist management of the City in performing its responsibilities.

The City’s management is responsible for (a) making all management decisions and performing all management functions; (b) assigning a competent individual to oversee the services; (c) evaluating the adequacy of the services performed; (d) evaluating and accepting responsibility for the results of the services performed; and (e) establishing and maintaining internal controls, including monitoring ongoing activities.

Our responsibilities and limitations of the nonattest services are as follows:
 We will perform the services in accordance with applicable professional standards and  The nonattest services are limited to the services previously outlined. Our firm, in its sole professional judgment, reserves the right to refuse to do any procedure or take any action that could be construed as making management decisions or assuming management responsibilities, including determining account coding and approving journal entries.

Honorable City Council
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Other
We understand that your employees will prepare all confirmations we request and will locate any documents or support for any other transactions we select for testing.

If you intend to publish or otherwise reproduce the basic financial statements and make reference to our firm, you agree to provide us with printers’ proofs or masters for our review and approval before printing.

You also agree to provide us with a copy of the final reproduced material for our approval before it is distributed.

Regarding the electronic dissemination of audited financial statements, including financial statements published electronically on your Internet website, you understand that electronic sites are a means to distribute information and, therefore, we are not required to read the information contained in these sites or to consider the consistency of other information in the electronic site with the original document.

Professional standards prohibit us from being the sole host and/or the sole storage for your financial and non-financial data. As such, it is your responsibility to maintain your original data and records and we cannot be responsible to maintain such original information. By signing this engagement letter, you affirm that you have all the data and records required to make your books and records complete.

In addition, we will perform an agreed upon procedures engagement related to City’s Appropriations Limit. The procedures have been agreed to by the City and the League of California Cities (as presented in the publication entitled Agreed-upon Procedures Applied to the Appropriations Limitation Prescribed by Article XIIIB of the California Constitution) and will be performed solely to assist the City in meeting the requirements of Section 1.5 of Article XlllB of the California Constitution. The City's management will be responsible for the Appropriations Limit worksheet.

Government Auditing Standards require that we document an assessment of the skills, knowledge, and experience of management, should we participate in any form of preparation of the basic financial statements and related schedules or disclosures as these actions are deemed a non-audit service.

Provisions of Engagement Administration, Timing, and Fees During the course of the engagement, we may communicate with you or your personnel via fax or email, and you should be aware that communication in those mediums contains a risk of misdirected or intercepted communications.

Our firm may transmit confidential information that you provided us to third parties in order to facilitate delivering our services to you. We have obtained confidentiality agreements with all our service providers to maintain the confidentiality of your information and we will take reasonable precautions to determine that they have the appropriate procedures in place to prevent the unauthorized release of confidential information to others. We will remain responsible for the work provided by any third-party service providers used under this agreement. By your signature below, you consent to having confidential information transmitted to entities outside the firm. Please feel free to inquire if you would like additional information regarding the transmission of confidential information to entities outside the firm.

Brad Welebir, CPA, CGMA, MBA is the engagement partner for the audit services specified in this letter.

His responsibilities include supervising Rogers, Anderson, Malody & Scott, LLP’s (RAMS) services performed as part of this engagement and signing or authorizing another qualified firm representative to sign the audit report.

Honorable City Council
City of Sierra Madre
-8-
Our fee for these services will be as listed in the attached fee schedule. We will notify you immediately of any circumstances we encounter that could significantly affect this initial fee estimate. Whenever possible, we will attempt to use the City’s personnel to assist in the preparation of schedules and analyses of accounts. This effort could substantially reduce our time requirements and facilitate the timely conclusion of the audit. Further, we will be available during the year to consult with you on financial management and accounting matters of a routine nature.

Our fee for this engagement assumes the following: the City will be adequately prepared for the audit and the City’s financial operations and working trial balance will be consistent from year to year. If, after we receive the working trial balances, we notice there are excessive new accounts over the prior year; or if there are excessive subsequent journal entries; prepared by client workpapers that do not agree to the working trial balances, there are new funds/functions within the City, or other changes that necessitate a significant amount of time to address, we will need to come to an agreed upon change order to address any possible additional costs incurred by the firm. If the need for additional work does come to our attention, we will immediately notify City staff. If you choose to have us perform the additional work, then such work will be performed at the same hourly rates applicable to the audit work and set forth in an addendum to the contract between the City and our firm.

Management is also responsible for the implementation of new standards issued by the Governmental Accounting Standards Board. We will provide reasonable assistance in the preparation of the items noted herein, but any significant time needed to complete the financial statements will be billed separately.

Our proposed fee is also dependent on all items requested being completed in the format requested or in a mutually agreed upon format and uploaded to the Engagement Organizer hosted by our firm in a timely manner in accordance with the agree-upon audit timeline.

During the course of the audit, we may observe opportunities for economy in, or improved controls over, your operations. We will bring such matters to the attention of the appropriate level of management, either orally or in writing.

You agree to inform us of facts that may affect the basic financial statements of which you may become aware during the period from the date of the auditor’s report to the date the financial statements are issued.

We agree to retain our audit documentation or work papers for a period of at least seven years from the date of our report. Upon expiration of this period, we will be free to destroy our records related to the engagement. However, we do not keep original client documents, so we will return those as they are used during each engagement. It is management’s responsibility to retain and protect the records for possible future use, including examination by regulators and federal agencies.

We require that a copy of the final trial balance (i.e., a trial balance ready to audit) be delivered to us at least 10 business days prior to the start of the audit, otherwise we may reschedule the start of the audit.

Honorable City Council
City of Sierra Madre
-9-
At the conclusion of our audit engagement, we will communicate to the City Council the following significant findings from the audit:
 Our view about the qualitative aspects of the entity’s significant accounting practices;  Significant difficulties, if any, encountered during the audit;  Uncorrected misstatements, other than those we believe are trivial, if any;  Disagreements with management, if any;
 Other findings or issues, if any, arising from the audit that are, in our professional judgment, significant and relevant to those charged with governance regarding their oversight of the financial reporting process;
 Material, corrected misstatements that were brought to the attention of management as a result of our audit procedures;
 Representations we requested from management;
 Management’s consultations with other accountants, if any; and  Significant issues, if any, arising from the audit that were discussed, or the subject of correspondence, with management.

The audit documentation for this engagement is the property of RAMS and constitutes confidential information. However, we may be requested to make certain audit documentation available to regulators, federal agencies, and to the U.S. Government Accountability Office pursuant to authority given to it by law or regulation, or to peer reviewers. If requested, access to such audit documentation will be provided under the supervision of Rogers, Anderson, Malody & Scott, LLP’s personnel. Furthermore, upon request, we may provide copies of selected audit documentation to the regulators. The regulators may intend, or decide, to distribute the copies of information contained therein to others, including other governmental agencies.

In accordance with the requirements of Government Auditing Standards, we have attached a copy of our latest external peer review report of our firm for your consideration and files.

Non-solicit Clause
We value each and every one of our clients as well as each and every one of our employees. We have spent a great deal of time and resources to locate, train and retain our employees. We respectfully request that you do not solicit our employees to work for you. If you do hire one of our employees within 2 years of when they last worked for RAMS, we will be due a finder’s fee equal to 50% of the annual salary they were earning as of their last day of employment. Payment will be due within 10 days of your receipt of our invoice.

To ensure that our independence is not impaired under the AICPA Code of Professional Conduct, you agree to inform the engagement partner before entering into any substantive employment discussions with any of our personnel.

Honorable City Council
City of Sierra Madre
-10-
International Alliance Membership
Our firm is an independent member firm of Alliott Global Alliance, which is an international alliance of independent accounting, law, and specialist firms. Alliott Global Alliance and its member firms are legally distinct and separate entities. These entities are not and shall not be construed to be in the relationship of a parent firm, subsidiary, partner, joint venture, agent, or a network. No Alliott Global Alliance member firm has any authority (actual, apparent, implied, or otherwise) to obligate or bind Alliott Global Alliance or any other Alliott Global Alliance member firm in any manner whatsoever. Equally, neither Alliott Global Alliance nor any other member firm has any authority to obligate or bind us or any other member firm. All Alliott Global Alliance members are independent firms, and as such, they each render their services entirely on their own account (including benefit and risk). In connection with the engagement contemplated by this letter or any other services from time to time provided by us, we may seek advice from or may recommend the retention of an Alliott Global Alliance member firm. Alliott Global Alliance and its other member firms shall have no liability for advice rendered by us or such consulted or retained Alliott Global Alliance member firm. Nor shall we have liability for advice rendered by any of the other Alliott Global Alliance member firms, even if consulted or recommended to you by our firm.

Please electronically sign this letter to indicate your acknowledgement of, and agreement with, the arrangements for our audit of the financial statements, including our respective responsibilities. Please download a copy of the letter for your records once you have completed the signature process.

We appreciate the opportunity to be your financial statement auditors and look forward to working with you and your
Respectfully,
RESPONSE:

This letter correctly sets forth our understanding.

Acknowledged and agreed on behalf of City of Sierra Madre by:

Name: ______________________________________________
Title: _______________________________________________
Date: _______________________________________________
City Manager
05/31/2023
Basic report to be issued 2023 2024 2025 2026 2027
City audit and related reports 49,950 $ 52,400 $ 55,000 $ 57,800 $ 60,700 $ ACFR preparation 10,500 11,000 11,600 12,200 12,800
Single Audit* and related reports 7,250 7,600 8,000 8,400 8,800 Annual State Controllers Report 1,750 1,800 1,900 2,000 2,100 Total $ 72,800 69,450 $ 76,500 $ 80,400 $ 84,400 $
* = for the first major program, each additional major program $6,200 in 2023, $6,500 in 2024, $6,800 in 2025, $7,100 in 2026, and $7,500 in 2027.

Rates for additional professional services:

Position 2023
Partner 350 $
Manager 250
Senior accountant 200
Staff accountant 175
Fee adjustment for scope change
If there is a scope change during the audit, such work will be performed at the same hourly rates applicable to the audit and set forth above.

City of Sierra Madre
Cost Summary
Not to exceed price for proposed services schedule
Option years
For the fiscal year ended June 30,
Grant Bennett Associates
A PROFESSIONAL CORPORATION
www.gbacpa.com
10850 Gold Center Drive.  Suite 260
Rancho Cordova,  CA 95670  Princeville, HI 96722
916/922‐5109   FAX  916/641‐5200  888/769‐7323
Report on the Firm’s System of Quality Control
June 4, 2021
To the Partners of Rogers, Anderson, Malody & Scott, LLP, and the Peer Review Committee of the California Society of CPAs
We have reviewed the system of quality control for the accounting and auditing practice of Rogers, Anderson, Malody & Scott, LLP (the firm) in effect for the year ended November 30, 2020. Our peer review was conducted in accordance with the Standards for Performing and Reporting on Peer Reviews established by the Peer Review Board of the American Institute of Certified Public Accountants (Standards).

A summary of the nature, objectives, scope, limitations of, and the procedures performed in a System Review as described in the Standards may be found at www.aicpa.org/prsummary. The summary also includes an explanation of how engagements identified as not performed or reported in conformity with applicable professional standards, if any, are evaluated by a peer reviewer to determine a peer review rating.

Firm’s Responsibility
The firm is responsible for designing a system of quality control and complying with it to provide the firm with reasonable assurance of performing and reporting in conformity with applicable professional standards in all material respects. The firm is also responsible for evaluating actions to promptly remediate engagements deemed as not performed or reported in conformity with professional standards, when appropriate, and for remediating weaknesses in its system of quality control, if any.

Peer Reviewer’s Responsibility
Our responsibility is to express an opinion on the design of the system of quality control and the firm’s compliance therewith based on our review.

Required Selections and Considerations
Engagements selected for review included engagements performed under Government Auditing Standards, including a compliance audit under the Single Audit Act, and an audit of an employee benefit plan.

As a part of our peer review, we considered reviews by regulatory entities as communicated by the firm, if applicable, in determining the nature and extent of our procedures.

Opinion
In our opinion, the system of quality control for the accounting and auditing practice of Rogers, Anderson, Malody & Scott, LLP in effect for the year ended November 30, 2020, has been suitably designed and complied with to provide the firm with reasonable assurance of performing and reporting in conformity with applicable professional standards in all material respects. Firms can receive a rating of pass, pass with deficiency(ies) or fail.

Rogers, Anderson, Malody & Scott, LLP has received a peer review rating of pass.

GRANT BENNETT ASSOCIATES

A PROFESSIONAL CORPORATION
Certified Public Accountants
Engagement Letter is ready for e-signature
Final Audit Report May 31, 2023
Created: May 30, 2023
By: Rogers, Anderson, Malody & Scott, LLP([email protected]) Status: ESigned
Transaction ID: 1RR7X3ZHMLL4CGP9H2HQRQM6LH
Documents: 2023 Engagement and SAS114 Lttters.pdf
"Engagement Letter is ready for e-signature" History
Document emailed to ([email protected]) for signature 5/30/2023 14:32:42 PM Pacific Daylight Time
Document viewed by ([email protected]) 5/31/2023 09:37:41 AM Pacific Daylight Time - IP address: 47.176.193.162 Document delegated by ([email protected]) 5/31/2023 09:39:19 AM Pacific Daylight Time - IP Address 47.176.193.162 Document viewed by ([email protected])
5/31/2023 09:42:23 AM Pacific Daylight Time - IP address: 172.58.31.187 Document e-signed by ([email protected])
Signature Date: 5/31/2023 09:46:58 AM Pacific Daylight Time - IP address: 172.58.31.187 Document Signed
5/31/2023 09:46:58 AM Pacific Daylight Time

CITY OF

SIERRA MADRE STAFF REPORT

CITY MANAGER'S OFFICE
DATE: March 24, 2026
TO: Honorable Mayor and City Council
FROM: Miguel Hernandez, Assistant City Manager
By: Sophia Conchas, Administraitve Analyst
SUBJECT: Letter of Support for Senate Bill 872 (McNerney) – Climate Change: Funding Prioriites

RECOMMENDATION
It is recommended that the City Council authorize the Mayor or City Manager to send a letter of support for Senate Bill 872 (McNerney), establishing a comprehensive funding mechanism for State Water Project subsidence repairs and Delta levee improvements.

SUMMARY
Senate Bill 872 (McNerney) proposes funding to address infrastructure challenges affecitng California’s primary water delivery system. The bill allocates $150 million annually for 20 years (total: $3 billion) to the Department of Water Resources to comprehensively restore the original design conveyance capacity of State Water Project faciliites impacted by land subsidence. The bill would also allocate $150 million annually for 20 years to the Delta Conservancy for projects that improve exisitng levees in the Sacramento-San Joaquin Delta.

The State Water Project provides water supplies to approximately 27 million Californians and supports groundwater recharge, local water supply development, and economic acitvity throughout the state. The San Gabriel Valley depends significantly on imported water from the State Water Project to supplement local groundwater resources; maintaining the reliability of this infrastructure is important to the region's long-term water supply. For Sierra Madre, imported supplies from the State Water Project can consittute up to 60 percent of total water supply in certain periods, supporitng both local groundwater replenishment and drought resilience.

DISCUSSION & ANALYSIS
For the San Gabriel Valley and the City of Sierra Madre, State Water Project supplies are a criitcal component of long-term water reliability. In certain periods, up to 60 percent of Sierra Madre’s water supply is imported from the State Water Project to supplement local groundwater resources and maintain reliability during dry years. Jose Reynoso, General Manager of the San Gabriel Valley Municipal Water District, has formally requested that the City support SB 872 in recogniiton of the importance of restoring State Water Project conveyance capacity and strengthening Delta levees to safeguard these imported supplies.

Land subsidence in poritons of the San Joaquin Valley has significantly affected segments of the State Water Project, paritcularly the California Aqueduct. As land subsides, the alignment and capacity of canals can be compromised, reducing water conveyance efficiency and increasing long-term maintenance costs. Restoring the original design capacity of these faciliites is essenital to ensure sustained reliable water deliveries throughout California.

In addiiton, many levees in the Sacramento-San Joaquin Delta were constructed in the 1800s and now criitcally require modern reinforcement standards to address flood risk, sea level rise, and other climate-related challenges. Improvements to Delta levees help protect surrounding communiites, agricultural lands, transportaiton and energy infrastructure, and the freshwater supply relied upon by millions of Californians.

SB 872 proposes a long-term funding strategy to address these challenges by direcitng greenhouse gas reduciton fund revenues toward water infrastructure improvements that support both water reliability and climate resilience.

STRATEGIC PLAN RELATIONSHIP
This item directly advances the City's broader efforts related to water reliability, climate resilience, and coordinaiton with regional and state agencies on long-term infrastructure planning while also aligning with state-level climate aciton commitments.

ENVIRONMENTAL ANALYSIS
The proposed aciton does not consittute a project under the California Environmental Quality Act (“CEQA”), pursuant to Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that the aciton will not have a significant effect on the environment. The aciton is limited to consideraiton of a legislaitve support posiiton and does not authorize construciton, operaitonal changes, or implementaiton acitviites.

FISCAL IMPACT
There is no impact to the General Fund as a result of the recommended aciton.

Approved by:
___________________________
Michael Bruckner
City Manager
Attachments

1. Draft Letter of Support – SB 872.pdf

2. SB 872 Bill Text (as amended February 18, 2026).pdf

3. Senator McNerney Press Release – SB 872.pdf
City of Sierra Madre
CITY MANAGER’S OFFICE
232 West Sierra Madre Boulevard, Sierra Madre, CA 91024 | (626) 355-7135 March 10, 2026
Honorable Jerry McNerney
California State Senate
State Capitol, Suite 6640
Sacramento, CA 95814
SUBJECT: SB 872 (McNerney) - SUPPORT
Dear Senator McNerney:

On behalf of the City of Sierra Madre, I am pleased to inform you that we support SB 872 (McNerney), as amended on February 18, 2026, which would require the appropriation of $150 million annually for 20 years to the Department of Water Resources to support capital improvements to restore the original design conveyance capacity of State Water Project facilities impacted by land subsidence, and $150 million annually for 20 years to the Delta Conservancy for projects in the Sacramento-San Joaquin Delta to improve existing levees.

More than 27 million Californians depend on water conveyed through the State Water Project (SWP). These facilities support the state’s economy, help develop additional local water supplies, and replenish groundwater basins that serve communities throughout California. Land subsidence in the San Joaquin Valley is damaging this infrastructure. As land sinks, the alignment and capacity of canals and aqueducts are compromised, reducing efficiency, increasing maintenance costs, and limiting the performance of the state’s water delivery system.

The San Gabriel Valley relies on imported supplies from the State Water Project to supplement local groundwater resources and meet the water needs of more than two million residents.

Under the Main San Gabriel Basin Judgment and its Physical Solution, imported water is essential for replenishing the basin and sustaining the long-term reliability of the region’s groundwater supply. Water agencies throughout the San Gabriel Valley have made significant investments in stormwater capture, groundwater recharge, conservation, and local supply development to maximize regional resources and reduce reliance on imported water whenever possible. Despite these efforts, the region remains closely tied to the State Water Project to maintain reliable water supplies and groundwater storage, particularly during dry periods and 232 West Sierra Madre Boulevard, Sierra Madre, CA 91024 | (626) 355-7135 extended droughts. Protecting and restoring the capacity of the State Water Project is therefore critical to the long-term water reliability of the San Gabriel Valley and the millions of Californians who depend on it.

Restoring water conveyance capacity through SB 872 is an important infrastructure investment.

Without repairs to the state’s water conveyance system, water agencies will have reduced drinking water supplies, less water available to manage groundwater basins, fewer opportunities to transfer water between parties utilizing existing infrastructure, fewer opportunities to refill below and above ground water storage, increased operational costs, and potentially be forced to rely on more carbon-intensive alternatives. California cannot rely solely on ratepayers to cover subsidence repair costs, especially when the SWP serves a region that includes 75% of the state’s disadvantaged communities, many of whom reside far from the physical damage but will still bear the consequences should it not be affordably repaired.

Additionally, the Sacramento-San Joaquin Delta, which supports local communities and the state and federal water projects, is also experiencing the impacts of climate change. Increasing droughts, more extreme precipitation events, earlier snowmelt, and sea level rise all create concerns for how to manage the dynamic ecosystem in a way that continues to support human life and natural ecosystems. The Delta is home to 1,100 miles of levees which provide protection to residences, agricultural lands, and electrical, transportation, and other infrastructure and help ensure fresh drinking water supply to millions of Californians. Many levees were constructed in the 1800s and now require repair and reinforcement. Addressing levee repairs and improvements will reduce risk of flooding, the potential for water supply disruptions, environmental harm, economic disruptions, and save money by addressing deficiencies before they turn into emergency measures.

We appreciate your leadership in addressing these infrastructure challenges and in advancing SB 872.

Sincerely,
Mike Bruckner
City Manager
cc: Senator Sasha Renée Pérez
Assemblymember John Harabedian
 








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CITY OF

SIERRA MADRE STAFF REPORT

CITY MANAGER'S OFFICE
DATE: March 24, 2026
TO: Honorable Mayor and City Council
FROM: Miguel Hernandez, Assistant City Manager
By: Sophia Conchas, Administraitve Analyst
SUBJECT: Letter of Support for Assembly Bill (AB) 1786 – Best Value Contracitng

RECOMMENDATION
It is recommended that the City Council authorize the Mayor or City Manager to send a letter of support for Assembly Bill 1786 (Harabedian), which extends exisitng best-value construciton contracitng authority to ciites by lowering the project threshold to $500,000 (from $1,000,000 for counites), and creates parity with procurement tools already available to counites.

SUMMARY
Assembly Bill 1786 (Harabedian), supported by the San Gabriel Valley Council of Governments (SGVCOG), extends exisitng best-value contracitng authority to ciites creaitng an addiitonal procurement tool. The bill lowers the project threshold to $500,000, making it more accessible for smaller-scale capital projects typical of ciites like Sierra Madre, and extends the program sunset date to January 1, 2040 (previously January 1, 2030).

Under current law, general law ciites are required to award construciton contracts to the lowest responsible bidder. While that framework remains appropriate for many projects, it can constrain a city’s ability to account for important risk factors when delivering large-scale or technically complex infrastructure. Best value contracitng does not eliminate compeititon or bypass accountability. Instead, it establishes clear evaluaiton criteria, maintains public noitce and bidding requirements, requires documentaiton of award decisions, and preserves reporitng obligaitons. Ciites would retain full discreiton to conitnue using tradiitonal lowest responsible bidder procurement where appropriate.

As of March 16, 2026, AB 1786 has been re-referred to the Assembly Local Government Committee and remains in the committee process.

DISCUSSION & ANALYSIS
Under current law, general law ciites must award construciton contracts to the lowest responsible bidder. While appropriate for many projects, this approach can limit a city’s ability to evaluate key risk factors when delivering large-scale or technically complex infrastructure. Ciites would retain full discreiton to conitnue using the lowest responsible bidder method where appropriate. The bill also extends the reporitng deadline to March 1, 2031 (from March 1, 2029), requiring ciites that uitlize best-value contracitng to submit detailed project reports to the State.

For projects involving complicated phasing, sensiitve community impacts, coordinaiton with uitliites and outside agencies, or heightened safety concerns, best-value contracitng can reduce the risk of delays, liitgaiton, change orders, and cost escalaiton. By selecitng the contractor offering the strongest overall combinaiton of price and qualificaitons, ciites can better safeguard taxpayer resources, improve schedule reliability, and deliver higher quality outcomes for residents.

For Sierra Madre, this authority would provide an opitonal procurement tool for larger or more complex capital projects. A project such as the City’s Library renovaiton would have been well-suited for a best-value approach, allowing consideraiton of contractor experience and project approach in addiiton to cost. However, based on the City’s current and near-term Capital Improvement Program, we do not anitcipate significant changes to our procurement pracitces and would expect to conitnue using the lowest responsible bidder method for most projects.

STRATEGIC PLAN RELATIONSHIP
This item supports the City’s goals related to infrastructure investment, fiscal responsibility, and effecitve project delivery.

ENVIRONMENTAL ANALYSIS
The proposed aciton does not consittute a project under the California Environmental Quality Act (“CEQA”), pursuant to Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that the aciton will not have a significant effect on the environment. The aciton is limited to consideraiton of a legislaitve support posiiton and does not authorize construciton, operaitonal changes, or implementaiton acitviites.

FISCAL IMPACT
There is no fiscal to the General Fund as a result of the recommended aciton.

Approved by:
___________________________
Michael Bruckner
City Manager
Attachments

1. Draft Letter of Support - AB 1786.pdf

2. AB 1786 Bill Text.pdf
City of Sierra Madre
CITY MANAGER’S OFFICE
232 West Sierra Madre Boulevard, Sierra Madre, CA 91024 | (626) 355-7135 3/24/2026
The Honorable John Harabedian
California State Assembly
1021 O Street, Suite 4350
Sacramento, CA 95814
RE: AB 1786 (Harabedian): Best Value Contracting
City of Sierra Madre – Notice of Support
Dear Assembly Member Harabedian:

On behalf of the City of Sierra Madre, I write in strong support of your AB 1786, which extends existing best-value construction contracting authority to cities and certain infrastructurefocused joint powers authorities, creating parity with procurement tools already available to counties.

Cities across California are responsible for delivering increasingly complex capital projects, including transportation improvements, water and sewer infrastructure upgrades, public safety facilities, parks, stormwater systems, and affordable housing developments. These projects are often funded through layered financing structures that combine local revenue, state grants, federal appropriations, and bond proceeds. They are delivered in a construction environment marked by material cost volatility, skilled labor shortages, supply chain disruptions, and heightened schedule pressures tied to grant deadlines and performance requirements.

Under current law, general law cities are generally required to award construction contracts to the lowest responsible bidder. While that framework remains appropriate for many projects, it can constrain a city’s ability to account for important risk factors when delivering large scale or technically complex infrastructure. Lowest bid procurement may limit the ability to meaningfully evaluate contractor experience with similar projects, demonstrated capacity to manage complex staging or coordination requirements, safety performance history, and long term value considerations.

For Sierra Madre, this authority would provide an optional procurement tool for larger or more complex capital projects. A project such as the City’s Library renovation would have been wellsuited for a best value approach, allowing consideration of contractor experience and project 232 West Sierra Madre Boulevard, Sierra Madre, CA 91024 | (626) 355-7135 approach in addition to cost. However, based on the City’s current and near-term Capital Improvement Program, we do not anticipate significant changes to our procurement practices and would expect to continue using the lowest responsible bidder method for most projects.

AB 1786 provides cities with an optional procurement tool that allows objective qualifications to be evaluated alongside price through a transparent and competitive process. Best value contracting does not eliminate competition or bypass accountability. Instead, it establishes clear evaluation criteria, maintains public notice and bidding requirements, requires documentation of award decisions, and preserves reporting obligations and a sunset date. Cities would retain full discretion to continue using traditional lowest responsible bidder procurement where appropriate.

For projects involving complicated phasing, sensitive community impacts, coordination with utilities and outside agencies, or heightened safety concerns, best value contracting can reduce the risk of delays, litigation, change orders, and cost escalation. By selecting the contractor offering the strongest overall combination of price and qualifications, cities can better safeguard taxpayer resources, improve schedule reliability, and deliver higher quality outcomes for residents.

AB 1786 ensures parity between counties, cities, and qualified regional delivery entities while maintaining transparency and legislative oversight. We commend your leadership on this issue and are proud to support this legislation.

Sincerely,
Mike Bruckner
City Manager
cc: Senator Sasha Renée Pérez
AMENDED IN ASSEMBLY MARCH 12, 2026
california legislature—2025–26 regular session
ASSEMBLY BILL No. 1786
Introduced by Assembly Member Harabedian
February 10, 2026
An act to amend Sections 20155, 20155.1, 20155.3, 20155.4, 20155.5, 20155.6, 20155.7, and 20155.9 of, and to amend the heading of Article

3.7 (commencing with Section 20155) of Chapter 1 of Part 3 of Division 2 of, the Public Contract Code, relating to public contracts. legislative counsel’s digest
AB 1786, as amended, Harabedian. Public contracts: best value construction contracting for counties, cities, and joint powers authorities. the San Gabriel Valley Council of Governments.

Existing law establishes a program to allow counties to select a bidder on the basis of best value, as defined, for construction projects in excess of $1,000,000. Existing law also authorizes counties to use a best value construction contracting method to award individual annual contracts, not to exceed $3,000,000, for repair, remodeling, or other repetitive work to be done according to unit prices, as specified. Existing law establishes procedures and criteria for the selection of a best value contractor and requires that bidders verify specified information under oath. Existing law requires the board of supervisors of a participating county to submit a report that contains specified information about the projects awarded using the best value procedures described above to the appropriate policy committees of the Legislature and the Joint Legislative Budget Committee before March 1, 2029. Existing law repeals the program provisions on January 1, 2030.

98 This bill would, instead, authorize a county, general law city, and eligible joint powers authority, as defined, to utilize this program, city, or the San Gabriel Valley Council of Governments to select a bidder on the basis of best value, as described above, for construction projects in excess of $500,000, would make various conforming changes to the above-described provisions, and would extend the operation of those provisions until January 1, 2040. The bill would delete the provisions authorizing counties to use a best value construction contracting method to award individual annual contracts, not to exceed $3,000,000, for repair, remodeling, or other repetitive work to be done according to unit prices, as specified. With regard to the above-specified reporting requirement, the bill would, instead, require the governing body of a participating county, city, or eligible joint powers authority the San Gabriel Valley Council of Governments to submit the report, as specified, to the appropriate policy committees of the Legislature and the Joint Legislative Budget Committee before March 1, 2031. The bill would expand the crime of perjury by extending the operation of the program and expanding the program to general law cities and eligible joint powers authorities, the San Gabriel Valley Council of Governments, thereby imposing a state-mandated local program.

The California Constitution requires the state to reimburse local agencies and school districts for certain costs mandated by the state.

Statutory provisions establish procedures for making that reimbursement.

This bill would provide that no reimbursement is required by this act for a specified reason.

Vote: majority. Appropriation: no. Fiscal committee: yes.

State-mandated local program: yes.

The people of the State of California do enact as follows:
line 1 SECTION 1. The heading of Article 3.7 (commencing with line 2 Section 20155) of Chapter 1 of Part 3 of Division 2 of the Public line 3 Contract Code is amended to read:
line 4
line 5 Article 3.7. Best Value Construction Contracting for Counties, line 6 Cities, and Certain Joint Powers Authorities the San Gabriel Valley line 7 Council of Governments
line 8
line 9 SEC. 2. Section 20155 of the Public Contract Code is amended line 10 to read:
98 AB 1786 — 2 —
line 1 20155. (a)  This article provides optional authority for a best line 2 value procurement program for construction projects in excess of line 3 one million dollars ($1,000,000) five hundred thousand dollars line 4 ($500,000) for participating counties, cities, and eligible joint line 5 powers authorities, as defined in Section 20155.1. the San Gabriel line 6 Valley Council of Governments.
line 7 (b)  The governing body of a participating county, city, or eligible line 8 joint powers authority the San Gabriel Valley Council of line 9 Governments shall let any contract for a construction project line 10 pursuant to this article to the bidder representing the best value or line 11 else reject all bids.
line 12 (c)  The bidder may be selected on the basis of the best value to line 13 the county, city, or San Gabriel Valley Council of Governments. line 14 In order to implement this method of selection, the governing body line 15 shall adopt and publish procedures and required criteria that ensure line 16 that all selections are conducted in a fair and impartial manner. line 17 These procedures shall conform to Sections 20155.3 to 20155.6, line 18 inclusive.
line 19 (d)  If the governing body deems it to be in the best interest of line 20 the participating county, city, or eligible joint powers authority, line 21 the San Gabriel Valley Council of Governments, on the refusal or line 22 failure of the successful bidder for a project to execute a tendered line 23 contract, the governing body may award it to the bidder with the line 24 second lowest best value score, as determined in accordance with line 25 subdivision (c) of Section 20155.5 and thereafter to the third lowest line 26 best value score, if necessary.
line 27 (e)  (1)  A county may also use the best value construction line 28 contracting method set out in this article to award individual line 29 annual contracts, which shall not exceed three million dollars line 30 ($3,000,000), adjusted annually to reflect the percentage change line 31 in the California Consumer Price Index, for repair, remodeling, line 32 or other repetitive work to be done according to unit prices. The line 33 contracts shall be based on plans and specifications for typical line 34 work. No annual contracts may be awarded for any new line 35 construction.
line 36 (2)  For purposes of this subdivision, best value criteria shall line 37 be applied to the annual contract for construction services, rather line 38 than to an individual, specific project. Annual contracts may be line 39 extended or renewed for two subsequent annual terms and a line 40 maximum of six million dollars ($6,000,000) over the subsequent 98 — 3 — AB 1786
line 1 two terms of the contract. Contract values shall be adjusted line 2 annually to reflect the percentage change in the California line 3 Consumer Price Index.
line 4 (3)  For purposes of this subdivision, “unit price” means the line 5 amount paid for a single unit of an item of work, and “typical line 6 work” means a work description applicable universally or line 7 applicable to a large number of individual projects, as line 8 distinguished from work specifically described with respect to an line 9 individual project. For purposes of this section, “repair, line 10 remodeling, or other repetitive work to be done according to unit line 11 prices” shall not include design or contract drawings. line 12 SEC. 3. Section 20155.1 of the Public Contract Code is line 13 amended to read:
line 14 20155.1. As used in this article:
line 15 (a)  “Best value” means a procurement process whereby the line 16 selected bidder may be selected on the basis of objective criteria line 17 for evaluating the qualifications of bidders with the resulting line 18 selection representing the best combination of price and line 19 qualifications.
line 20 (b)  “Best value contract” means a competitively bid contract line 21 entered into pursuant to this article.
line 22 (c)  “Best value contractor” means a properly licensed person, line 23 firm, or corporation that submits a bid for, or is awarded, a best line 24 value contract.
line 25 (d)  City means any chartered or general law city and does not line 26 include a charter city. city.
line 27 (e)  “County” means any chartered or general law county and line 28 includes a city and county.
line 29 (f)  “Demonstrated management competency” means the line 30 experience, competency, capability, and capacity of the proposed line 31 management staffing to complete projects of similar size, scope, line 32 or complexity.
line 33 (g)  (1)  “Eligible joint powers authority” means a joint powers line 34 authority formed pursuant to Chapter 5 (commencing with Section line 35 6500) of Division 7 of Title 1 of the Government Code that is line 36 expressly authorized in its joint powers agreement to finance, line 37 develop, construct, or deliver public works, public infrastructure, line 38 affordable housing, or a combination thereof.
98 AB 1786 — 4 —
line 1 (2)  An eligible joint powers authority shall not include a joint line 2 powers authority that exercises independent land use regulatory line 3 authority or general police powers.
line 4 (h)
line 5 (g)  “Financial condition” means the financial resources needed line 6 to perform the contract. The criteria used to evaluate a bidder’s line 7 financial condition shall include, at a minimum, capacity to obtain line 8 all required payment bonds, performance bonds, and liability line 9 insurance.
line 10 (i)
line 11 (h)  “Labor compliance” means the ability to comply with, and line 12 past performance with, contract and statutory requirements for the line 13 payment of wages and qualifications of the workforce. The criteria line 14 used to evaluate a bidder’s labor compliance shall include, as a line 15 minimum, the bidder’s ability to comply with the apprenticeship line 16 requirements of the California Apprenticeship Council and the line 17 Department of Industrial Relations, its past conformance with line 18 those requirements, and its past conformance with requirements line 19 to pay prevailing wages on public works projects. line 20 (j)
line 21 (i)  “Qualifications” means the financial condition, relevant line 22 experience, demonstrated management competency, labor line 23 compliance, and safety record of the bidder, and, if required by line 24 the bidding documents, some or all of the preceding qualifications line 25 as they pertain to subcontractors proposed to be used by the bidder line 26 for designated portions of the work. A county, city, or eligible line 27 joint powers authority the San Gabriel Valley Council of line 28 Governments shall evaluate financial condition, relevant line 29 experience, demonstrated management competency, labor line 30 compliance, and safety record, using, to the extent possible, line 31 quantifiable measurements.
line 32 (k)
line 33 (j)  “Relevant experience” means the experience, competency, line 34 capability, and capacity to complete projects of similar size, scope, line 35 or complexity.
line 36 (l)
line 37 (k)  “Safety record” means the prior history concerning the safe line 38 performance of construction contracts. The criteria used to evaluate line 39 a bidder’s safety record shall include, at a minimum, its experience line 40 modification rate for the most recent three-year period, and its 98 — 5 — AB 1786
line 1 average total recordable injury or illness rate and average lost work line 2 rate for the most recent three-year period.
line 3 SEC. 4. Section 20155.3 of the Public Contract Code is line 4 amended to read:
line 5 20155.3. A county, city, or eligible joint powers authority the line 6 San Gabriel Valley Council of Governments shall proceed in line 7 accordance with the following when awarding best value contracts line 8 under this article:
line 9 (a)  The county, city, or eligible joint powers authority San line 10 Gabriel Valley Council of Governments shall not select a bidder line 11 on the basis of the best value to a county, city, or eligible joint line 12 powers authority the San Gabriel Valley Council of Governments line 13 unless, after evaluating at a public meeting the alternative of line 14 awarding the contract on the basis of the lowest bid price, the line 15 county, city, or eligible joint powers authority San Gabriel Valley line 16 Council of Governments makes a written finding that awarding line 17 the contract on the basis of best value, for the specific project under line 18 consideration, will accomplish one or more of the following line 19 objectives: reducing project costs, expediting the completion of line 20 the project, or providing features not achievable through awarding line 21 the contract on the basis of the lowest bid price. line 22 (b)  The county, city, or eligible joint powers authority San line 23 Gabriel Valley Council of Governments shall prepare a solicitation line 24 for bids and give notice pursuant to Section 20125. A county, city, line 25 or eligible joint powers authority the San Gabriel Valley Council line 26 of Governments may identify specific types of subcontractors that line 27 are required to be included in the bids. A county, city, or eligible line 28 joint powers authority the San Gabriel Valley Council of line 29 Governments shall comply with Chapter 4 (commencing with line 30 Section 4100) of Part 1 with regard to construction subcontractors line 31 identified in the bid.
line 32 (c)  The county, city, or eligible joint powers authority San line 33 Gabriel Valley Council of Governments shall establish a procedure line 34 to prequalify bidders pursuant to Section 20101. The information line 35 required pursuant to this section shall be verified under oath by line 36 the bidder in the manner in which civil pleadings in civil actions line 37 are verified. Information submitted by the bidder as part of the line 38 evaluation process shall not be open to public inspection to the line 39 extent that information is exempt from disclosure under the 98 AB 1786 — 6 —
line 1 California Public Records Act (Division 10 (commencing with line 2 Section 7920.000) of Title 1 of the Government Code). line 3 (d)  Each solicitation for bids shall do all of the following:
line 4 (1)  Invite prequalified bidders to submit sealed bids in the line 5 manner prescribed by this article.
line 6 (2)  Include a section identifying and describing the following:
line 7 (A)  Criteria that the county, city, or eligible joint powers line 8 authority San Gabriel Valley Council of Governments will consider line 9 in evaluating bids.
line 10 (B)  The methodology and rating or weighting system that will line 11 be used by the county, city, or eligible joint powers authority San line 12 Gabriel Valley Council of Governments in evaluating bids. line 13 (C)  The relative importance or weight assigned to the criteria line 14 identified in the request for bids.
line 15 (e)  Final evaluation of the best value contractor shall be done line 16 in a manner that prevents cost or price information from being line 17 revealed to the committee evaluating the qualifications of the line 18 bidders prior to completion and announcement of that committee’s line 19 decision.
line 20 SEC. 5. Section 20155.4 of the Public Contract Code is line 21 amended to read:
line 22 20155.4. (a)  A best value contractor shall not be prequalified line 23 or shortlisted unless the contractor provides an enforceable line 24 commitment to the county, city, or eligible joint powers authority line 25 San Gabriel Valley Council of Governments that the contractor line 26 and its subcontractors at every tier will use a skilled and trained line 27 workforce to perform all work on the project or contract that falls line 28 within an apprenticeable occupation in the building and line 29 construction trades, in accordance with Chapter 2.9 (commencing line 30 with Section 2600) of Part 1.
line 31 (b)  This section shall not apply if any of the following line 32 requirements are met:
line 33 (1)  The county, city, or eligible joint powers authority San line 34 Gabriel Valley Council of Governments has entered into a project line 35 labor agreement that will bind all contractors and subcontractors line 36 performing work on the project or contract to use a skilled and line 37 trained workforce, and the contractor agrees to be bound by that line 38 project labor agreement.
line 39 (2)  The project or contract is being performed under the line 40 extension or renewal of a project labor agreement that was entered 98 — 7 — AB 1786
line 1 into by the county, city, or eligible joint powers authority San line 2 Gabriel Valley Council of Governments prior to January 1, 2017. line 3 (3)  The contractor has entered into a project labor agreement line 4 that will bind the contractor and all its subcontractors at every tier line 5 performing the project or contract to use a skilled and trained line 6 workforce.
line 7 (c)  For purposes of this section, “project labor agreement” has line 8 the same meaning as in paragraph (1) of subdivision (b) of Section line 9 2500.
line 10 SEC. 6. Section 20155.5 of the Public Contract Code is line 11 amended to read:
line 12 20155.5. Selection of the best value contractor shall be made line 13 as follows:
line 14 (a)  (1)  An evaluation committee appointed by the county, city, line 15 or eligible joint powers authority San Gabriel Valley Council of line 16 Governments shall evaluate the qualifications of the bidders based line 17 solely upon the criteria set forth in the solicitation documents, and line 18 shall assign a qualifications score to each bid. line 19 (2)  A county, city, or eligible joint powers authority the San line 20 Gabriel Valley Council of Governments shall establish written line 21 policies and procedures, consistent with applicable law, to ensure line 22 that members of an evaluation committee are free from conflicts line 23 of interest, if the county, city, or eligible joint powers authority line 24 San Gabriel Valley Council of Governments has not already line 25 established applicable written policies and procedures. line 26 (b)  A county, city, or eligible joint powers authority the San line 27 Gabriel Valley Council of Governments shall not award a contract line 28 for a construction project pursuant to this article if a solicitation line 29 for bids for that construction project results in the submission of line 30 fewer than three responsive bids to the county, city, or eligible line 31 joint powers authority San Gabriel Valley Council of Governments line 32 for evaluation.
line 33 (c)  Except as provided in subdivision (d) of Section 20155, the line 34 award of the contract shall be made to the bidder whose bid is line 35 determined by a county, city, or eligible joint powers authority, line 36 the San Gabriel Valley Council of Governments, in writing, to be line 37 the best value to the county, city, or eligible joint powers authority. line 38 San Gabriel Valley Council of Governments. To determine the line 39 best value contractor, the county, city, or eligible joint powers line 40 authority San Gabriel Valley Council of Governments shall divide 98 AB 1786 — 8 —
line 1 each bidder’s price by its qualifications score. The lowest resulting line 2 cost per quality point will represent the best value bid. line 3 (d)  A county, city, or eligible joint powers authority the San line 4 Gabriel Valley Council of Governments shall issue a written line 5 decision of its contract award.
line 6 (e)  Upon issuance of a contract award, a county, city, or eligible line 7 joint powers authority the San Gabriel Valley Council of line 8 Governments shall publicly announce its award identifying the line 9 best value contractor to which the award is made, the project, the line 10 project price, and the selected best value contractor’s score based line 11 on the evaluation criteria listed in the request for bids. The notice line 12 of award shall be made public and include the score of the selected line 13 best value contractor in relation to all other responsive bidders and line 14 their respective prices. The contract file shall include line 15 documentation sufficient to support the decision to award. line 16 SEC. 7. Section 20155.6 of the Public Contract Code is line 17 amended to read:
line 18 20155.6. (a)  If a county, city, or eligible joint powers authority line 19 the San Gabriel Valley Council of Governments elects to award a line 20 project pursuant to this article, retention proceeds withheld by the line 21 county, city, or eligible joint powers authority San Gabriel Valley line 22 Council of Governments from the selected best value contractor line 23 shall not exceed 5 percent if a performance and payment bond, line 24 issued by an admitted surety insurer, is required in the solicitation line 25 of bids.
line 26 (b)  In a contract between the selected best value contractor and line 27 a subcontractor, and in a contract between a subcontractor and any line 28 subcontractor thereunder, the percentage of the retention proceeds line 29 withheld shall not exceed the percentage specified in the contract line 30 between the county, city, or eligible joint powers authority San line 31 Gabriel Valley Council of Governments and the selected best line 32 value contractor. If the selected best value contractor provides line 33 written notice to a subcontractor that, prior to or at the time the line 34 bid is requested, a bond may be required and the subcontractor line 35 subsequently is unable or refuses to furnish a bond to the selected line 36 best value contractor, then the selected best value contractor may line 37 withhold retention proceeds in excess of the percentage specified line 38 in the contract between the county, city, or eligible joint powers line 39 authority San Gabriel Valley Council of Governments and the 98 — 9 — AB 1786
line 1 selected best value contractor from any payment made by the line 2 selected best value contractor to the subcontractor. line 3 SEC. 8. Section 20155.7 of the Public Contract Code is line 4 amended to read:
line 5 20155.7. (a)  Before March 1, 2031, the governing body of a line 6 participating county, city, or eligible joint powers authority the line 7 San Gabriel Valley Council of Governments shall submit a report line 8 to the appropriate policy committees of the Legislature and the line 9 Joint Legislative Budget Committee.
line 10 (b)  The report shall include, but is not limited to, all of the line 11 following:
line 12 (1)  A description of the projects awarded using the best value line 13 procedures.
line 14 (2)  The contract award amounts.
line 15 (3)  The best value contractors awarded the projects. line 16 (4)  A description of any written protests concerning the line 17 solicitation, bid, or award of the contracts and the resolution of line 18 those protests.
line 19 (5)  A description of the prequalification process. line 20 (6)  The criteria used to evaluate the bids, including the weighting line 21 of the criteria.
line 22 (7)  If applicable, an assessment of project performance, line 23 including delays or cost increases.
line 24 (c)  A report submitted pursuant to subdivision (a) shall be line 25 submitted in compliance with Section 9795 of the Government line 26 Code.
line 27 SEC. 9. Section 20155.9 of the Public Contract Code is line 28 amended to read:
line 29 20155.9. This article shall remain in effect only until January line 30 1, 2040, and as of that date is repealed.
line 31 SEC. 10. No reimbursement is required by this act pursuant to line 32 Section 6 of Article XIIIB of the California Constitution because line 33 the only costs that may be incurred by a local agency or school line 34 district will be incurred because this act creates a new crime or line 35 infraction, eliminates a crime or infraction, or changes the penalty line 36 for a crime or infraction, within the meaning of Section 17556 of line 37 the Government Code, or changes the definition of a crime within 98 AB 1786 — 10 —
line 1 the meaning of Section 6 of Article XIII B of the California line 2 Constitution.

O
98 — 11 — AB 1786

CITY OF

SIERRA MADRE STAFF REPORT

CITY MANAGER'S OFFICE
DATE: March 24, 2026
TO: Honorable Mayor and City Council
FROM: Miguel Hernandez, Assistant City Manager
By: Sophia Conchas, Administraitve Analyst
SUBJECT: Letter of Support for Assembly Bill (AB) 2517 – Fire Hazard Severity Zone Designaiton Process

RECOMMENDATION
It is recommended that the City Council authorize the Mayor or City Manager to send a letter of support for Assembly Bill 2517 (Calderon), which would improve the Fire Hazard Severity Zone (FHSZ) designaiton process conducted by the Office of the State Fire Marshal.

SUMMARY
Assembly Bill 2517 (Calderon), sponsored by the League of California Ciites (Cal Ciites), proposes improvements to the Fire Hazard Severity Zone (FHSZ) designaiton process conducted by the Office of the State Fire Marshal for Local Responsibility Areas. Under current law, FHSZ designaitons in Local Responsibility Areas must be reviewed “periodically;” however, no specific itmeline is established, which can result in long gaps between updates to hazard maps used by local governments, fire agencies, and residents to understand wildfire risk.

AB 2517 would establish a five-year update cycle for Local Responsibility Area FHSZ maps and require the State Fire Marshal to provide a preliminary release of updated maps prior to final adopiton. The bill would also require the State to make the data, models, and methodology used to develop the designaitons publicly available and provide opportuniites for regional workshops and public comment. Ciites have been encouraged by the League of California Ciites to review AB 2517 and consider submiittng letters of support.

Given the January 2025 release of updated FHSZ maps and the criitcal importance of accurate hazard designaiton data for local emergency preparedness and land-use planning decisions, itmely support for AB 2517 is warranted to ensure Sierra Madre and other jurisdicitons benefit from the enhanced transparency and regular update cycles this legislaiton provides.

DISCUSSION & ANALYSIS
Fire Hazard Severity Zone maps idenitfy environmental condiitons that influence wildfire spread, including slope, vegetaiton, wind patterns, and other factors affecitng fire behavior. These maps are used to inform wildfire miitgaiton planning, defensible space requirements, building standards, and emergency preparedness efforts.

Prior to the 2025 release, Local Responsibility Area FHSZ maps had not been comprehensively updated for more than 15 years. During the most recent update, local jurisdicitons raised concerns about the accuracy of underlying land-use informaiton and the classificaiton of certain developed areas within higher-hazard designaitons. Local jurisdicitons are required under state law to adopt the State Fire Marshal’s FHSZ designaitons by ordinance within 120 days of receiving them; however, under the current process, local governments have limited opportunity to review the underlying data or provide feedback on the hazard designaitons before their release.

AB 2517 seeks to improve this process by establishing a consistent update schedule and increasing transparency and public engagement in the mapping process. The bill would require a preliminary release of updated maps, provide opportuniites for regional workshops and public comment, and require disclosure of the data and modeling methodology used to develop the hazard designaitons.

For wildfire-prone communiites located in the wildland-urban interface, such as Sierra Madre, access to current hazard mapping and opportuniites for local input during the review process are important to ensure the designaitons accurately reflect local condiitons and support effecitve wildfire miitgaiton planning.

STRATEGIC PLAN RELATIONSHIP
This item supports the City’s ongoing efforts related to wildfire preparedness, public safety, and coordinaiton with regional and state agencies on wildfire risk miitgaiton. AB 2517 further supports long-term community resilience by establishing predictable update schedules that enable Sierra Madre to maintain current hazard data for comprehensive emergency response planning, general plan updates, and building code compliance.

ENVIRONMENTAL ANALYSIS
The proposed aciton does not consittute a project under the California Environmental Quality Act (“CEQA”), pursuant to Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that the aciton will not have a significant effect on the environment. The aciton is limited to consideraiton of a legislaitve support posiiton and does not authorize construciton, operaitonal changes, or implementaiton acitviites.

FISCAL IMPACT
There is no impact to the General Fund as a result of the recommended aciton.

Approved by:
___________________________
Michael Bruckner
City Manager
Attachments

1. Draft Letter of Support - AB 2517.pdf

2. AB 2517 Bill Text.pdf

3. Assemblymember Calderon Press Release – AB 2517.pdf
City of Sierra Madre
CITY MANAGER’S OFFICE
232 West Sierra Madre Boulevard, Sierra Madre, CA 91024 | (626) 355-7135 March 9, 2026
The Honorable Lisa Calderon
Member, California State Assembly
1021 O Street, Suite 4650
Sacramento, CA 95814
RE: AB 2517 (Calderon) Fire Hazard Severity Zones
Notice of SUPPORT (As Introduced February 20, 2026)
Dear Assemblymember Calderon,
The City of Sierra Madre is pleased to support AB 2517 (Calderon), which would improve the Fire Hazard Severity Zone (FHSZ) designation process by ensuring consistent updates to Local Responsibility Area (LRA) maps and increasing transparency in how these maps are developed and released.

Under current law, fire hazard severity zone designations are applied in both state responsibility areas and local responsibility areas to reflect the state’s best available science regarding environmental conditions such as slope, vegetation, and wind patterns that influence wildfire spread. While LRA FHSZ maps are required to be periodically reviewed, statute does not require a comprehensive update, and prior to the most recent release in 2025, the LRA maps had not been updated for more than 15 years.

With the 2025 release, significant concerns were raised regarding the accuracy of underlying land use information, including split parcels with multiple designations and the classification of developed areas such as parking lots and bodies of water as very high fire hazard severity zones.

Cities are required to adopt these maps by ordinance and conduct public hearings locally, yet currently have no formal opportunity to meaningfully engage in or respond to concerns about the state’s model, data, or methodology before adoption.

AB 2517 would clarify how and when FHSZ maps are updated and ensure meaningful public engagement prior to local adoption. Specifically, the bill would establish a five-year update cycle for LRA FHSZ maps, require a preliminary public release of updated maps, mandate disclosure of the data, models, and methodology used to develop the designations, and provide 232 West Sierra Madre Boulevard, Sierra Madre, CA 91024 | (626) 355-7135 opportunities for regional workshops and public comment before the maps are transmitted to local agencies for ordinance adoption.

For wildfire-prone communities such as Sierra Madre, the opportunity for meaningful local fire agency input during the preliminary map review process is particularly important. Local fire departments possess operational knowledge of canyon wind patterns, fuel conditions, historic fire behavior, and mitigation measures that may not always be fully captured in statewide modeling. Providing local agencies with the opportunity to review and comment on draft maps before they are finalized will help ensure the designations more accurately reflect real-world conditions.

Additionally, incorporating local mitigation features—such as fuel modification zones, community fuel treatments, fuel breaks, and other wildfire risk reduction efforts—into the State Fire Marshal’s modeling would improve the accuracy and credibility of the maps. Ensuring local expertise is considered during the modeling and review process will strengthen the partnership between state and local agencies and improve public confidence when these maps are ultimately adopted by local ordinance.

In communities located within the wildland-urban interface, such as Sierra Madre, these maps also influence implementation of defensible space standards, home hardening requirements, and emerging policies such as Zone 0 ember-resistant areas around structures. Accurate and transparent hazard mapping is therefore essential to ensuring these requirements are both effective in reducing wildfire risk and practical for local governments and residents to implement.

For these reasons, the City of Sierra Madre respectfully supports AB 2517 (Calderon).

Sincerely,
Mike Bruckner
City Manager
City of Sierra Madre
cc: Senator Sasha Renée Pérez
Assemblymember John Harabedian
League of California Cities – [email protected]
california legislature—2025–26 regular session
ASSEMBLY BILL No. 2517
Introduced by Assembly Member Calderon
(Coauthor: Assembly Member Lackey)
February 20, 2026
An act to amend Sections 51178, 51179, and 51181 of the Government Code, relating to fire safety.
legislative counsel’s digest
AB 2517, as introduced, Calderon. Fire safety: fire hazard severity zones.

Existing law requires the State Fire Marshal to identify areas in the state that are not state responsibility areas, commonly known as local responsibility areas, as moderate, high, and very high fire hazard severity zones based on consistent statewide criteria and based on the severity of fire hazard that is expected to prevail in those areas. Existing law requires the State Fire Marshal to periodically review and make recommendations relative to very high fire hazard severity zones within local responsibility areas. Under existing law, this review is required to coincide with review of state responsibility area lands every 5 years and, when possible, fall within the timeframes for each county’s general plan update. Existing law requires a local agency to designate, by ordinance, moderate, high, and very high fire hazard severity zones in its jurisdiction within 120 days of receiving the recommendations from the State Fire Marshal. Existing law authorizes a local agency to, at its discretion, include areas within its jurisdiction not identified as very high fire hazard severity zones by the State Fire Marshal as very high fire hazard severity zones and areas not identified as moderate and high fire hazard severity zones by the State Fire Marshal as moderate and

99 high fire hazard severity zones. Under existing law, a local agency is required to transmit a copy of an adopted ordinance to the State Board of Forestry and Fire Protection within 30 days of adoption. Existing law provides that changes made by a local agency to the recommendations made by the State Fire Marshal are final.

This bill would require the State Fire Marshal to, no fewer than 180 days before finalizing the designation of local responsibility areas as moderate, high, and very high fire hazard severity zones, post specified information on its public internet website, conduct regional public workshops to receive oral public comments and consider those comments, host a 30-day public comment period to receive written comments from interested stakeholders and respond to all written comments by local agencies within 30 days of the end of the public comment period, and coordinate with other state agencies to help educate the public during the public workshops, as specified. The bill would also require, on or before January 1, 2030, and every 5 years thereafter, the State Fire Marshal to review the local responsibility area lands designated as moderate, high, and very high fire hazard severity zones and to recommend changes. The bill would no longer require this review to, when possible, fall within the timeframes for each county’s general plan update. The bill would authorize a local agency to, at its discretion, increase the level of fire hazard severity applicable to a parcel in its jurisdiction if a parcel contains 2 or more designations, so that the higher level of fire hazard severity would apply to the entire parcel. The bill would require the State Fire Marshal to publish within 60 days the local ordinance transmitted to the board, as described above, on its internet website.

Vote: majority. Appropriation: no. Fiscal committee: yes.

State-mandated local program: no.

The people of the State of California do enact as follows:
line 1 SECTION 1. Section 51178 of the Government Code is line 2 amended to read:
line 3 51178. (a)   The State Fire Marshal shall identify areas in the line 4 state as moderate, high, and very high fire hazard severity zones line 5 based on consistent statewide criteria and based on the severity of line 6 fire hazard that is expected to prevail in those areas. Moderate, line 7 high, and very high fire hazard severity zones shall be based on line 8 fuel loading, slope, fire weather, and other relevant factors 99 AB 2517 — 2 —
line 1 including areas where winds have been identified by the Office of line 2 the State Fire Marshal as a major cause of wildfire spread. line 3 (b)  The State Fire Marshal shall, no fewer than 180 days before line 4 finalizing the designations pursuant to subdivision (a), do all of line 5 the following:
line 6 (1)  Post draft maps of preliminary designations on its public line 7 internet website to ensure the preliminary designations are line 8 available for public review and comment.
line 9 (2)  Post the data inputs, model, and methodology used to line 10 develop the preliminary designations on its public internet website. line 11 (3)  (A)  Conduct regional, public workshops on the draft maps, line 12 before initiating the public comment period pursuant to paragraph line 13 (4), to receive oral public comments.
line 14 (B)  Provide at least one online virtual option for public line 15 participation in a workshop pursuant to subparagraph (A) of this line 16 paragraph.
line 17 (C)  Consider, within 30 days of a public regional workshop line 18 pursuant to subparagraph (A) of this paragraph, all oral public line 19 comments received.
line 20 (4)  (A)  Host a 30-day public comment period for interested line 21 stakeholders to provide written comment on the draft maps. line 22 (B)  Respond to, within 30 days of the end of the public comment line 23 period pursuant to subparagraph (A) of this paragraph, all written line 24 comments received from local agencies regarding land use and line 25 zoning matters.
line 26 (5)  Coordinate with other state agencies to help educate the line 27 public during the public workshops pursuant to paragraph (3) on line 28 the following topics related to the preliminary designations:
line 29 (A)  Mitigation activities.
line 30 (B)  Fire insurance.
line 31 (C)  Other related maps and models.
line 32 (c)  After the process described in subdivision (b), the State Fire line 33 Marshal shall finalize the designations and transmit the maps line 34 identifying the fire hazard severity zones, pursuant to subdivision line 35 (a), to the appropriate local agency.
line 36 SEC. 2. Section 51179 of the Government Code is amended line 37 to read:
line 38 51179. (a)  A local agency shall designate, by ordinance, line 39 moderate, high, and very high fire hazard severity zones in its 99 — 3 — AB 2517
line 1 jurisdiction within 120 days of receiving recommendations from line 2 the State Fire Marshal pursuant to Section 51178. line 3 (b)  (1)  A local agency may, at its discretion, include areas line 4 within the jurisdiction of the local agency, not identified as very line 5 high fire hazard severity zones by the State Fire Marshal, as very line 6 high fire hazard severity zones following a finding supported by line 7 substantial evidence in the record that the requirements of Section line 8 51182 are necessary for effective fire protection within the area. line 9 (2)  A local agency may, at its discretion, include areas within line 10 the jurisdiction of the local agency, not identified as moderate and line 11 high fire hazard severity zones by the State Fire Marshal, as line 12 moderate and high fire hazard severity zones, respectively. line 13 (3)  A local agency may, at its discretion, increase the level of line 14 fire hazard severity applicable to a parcel in its jurisdiction if a line 15 parcel contains two or more designations, so that the higher level line 16 of fire hazard severity would apply to the entire parcel. line 17 (3)
line 18 (4)  A local agency shall not decrease the level of fire hazard line 19 severity zone as identified by the State Fire Marshal for any area line 20 within the jurisdiction of the local agency, and, in exercising its line 21 discretion pursuant to paragraph (2), may only increase the level line 22 of fire hazard severity zone as identified by the State Fire Marshal line 23 for any area within the jurisdiction of the local agency. line 24 (c)  The local agency shall transmit a copy of an ordinance line 25 adopted pursuant to subdivision (a) to the State Board of Forestry line 26 and Fire Protection within 30 days of adoption. line 27 (d)  Changes made by a local agency to the recommendations line 28 made by the State Fire Marshal shall be final and shall not be line 29 rebuttable by the State Fire Marshal.
line 30 (e)  The State Fire Marshal shall publish within 60 days the line 31 local ordinances transmitted pursuant to subdivision (c) on its line 32 internet website to ensure they are publicly available. line 33 (e)
line 34 (f)  The State Fire Marshal shall prepare and adopt a model line 35 ordinance that provides for the establishment of very high fire line 36 hazard severity zones.
line 37 (f)
line 38 (g)  Any ordinance adopted by a local agency pursuant to this line 39 section that substantially conforms to the model ordinance of the 99 AB 2517 — 4 —
line 1 State Fire Marshal shall be presumed to be in compliance with the line 2 requirements of this section.
line 3 (g)
line 4 (h)  A local agency shall post a notice at the office of the county line 5 recorder, county assessor, and county planning agency identifying line 6 the location of the map provided by the State Fire Marshal pursuant line 7 to Section 51178. If the agency amends the map, pursuant to line 8 subdivision (b) or (c) of this section, the notice shall instead line 9 identify the location of the amended map.
line 10 SEC. 3. Section 51181 of the Government Code is amended line 11 to read:
line 12 51181. The On or before January 1, 2030, and every five years line 13 thereafter, the State Fire Marshal shall periodically review the line 14 areas in the state identified as review the local responsibility area line 15 lands in the state, including areas identified as moderate, high, line 16 and very high fire hazard severity zones pursuant to this chapter, line 17 and as necessary, shall make recommendations relative to very line 18 high fire hazard severity zones. recommend changes in accordance line 19 with Sections 51178 and 51179. This review of local responsibility line 20 area lands shall coincide with the review of state responsibility line 21 area lands every five years and, when possible, fall within the time line 22 frames for each county’s general plan update. Any revision of line 23 areas included in a very high fire hazard severity zone shall be line 24 made in accordance with Sections 51178 and 51179. years.

O
99 — 5 — AB 2517

CITY OF

SIERRA MADRE STAFF REPORT

LIBRARY SERVICES
DATE: March 24, 2026
TO: Honorable Mayor and City Council
FROM: Leila Regan, Director of Museums, Library, and Community Services SUBJECT:

Contract Extension with King Office Services in the Amount of $4,160 for the Library Meaningful Improvement Project

RECOMMENDATION
It is recommended that the City Council approve a contract extension with King Office Services in the amount of $4,160 and extend the contract term to May 31, 2026, for relocaiton and storage services associated with the Sierra Madre Public Library move project.

SUMMARY
The City of Sierra Madre previously entered into an agreement with King Office Services to provide relocaiton, storage, and moving services associated with the temporary relocaiton and eventual return of library collecitons during the Library Meaningful Improvement renovaiton project. The proposed contract extension will allow King Office Services to conitnue providing storage and relocaiton services through the compleiton of the project, in line with the Targeted State Grant expiraiton date of May 31, 2026.

DISCUSSION & ANALYSIS
Background
As part of the Library Meaningful Improvement Project, library collecitons, furniture, and equipment wererequired to be relocated to a temporary Library space and off site storage. King Office Services was selected to provide specialized relocaiton services due to their experience with large insittuitonal and library moves, including packing, labeling, transportaiton, and storage of materials. The proposal includes relocaiton planning, packing and labeling systems, moving labor, transportaiton, and storage services. King Office Services also provides specialized library carts, packing materials, and logisitcs coordinaiton to ensure that materials are relocated efficiently and returned to the renovated facility in proper order.

King Office Services was originally contracted to provide relocaiton and storage services effecitve November 6, 2023, through November 6, 2025, in the amount of $134,660.00. On December 19, 2025, the contract was amended to extend services through March 31, 2026, increasing the total contract amount to $146,045.00 (an addiitonal $11,385.00) to align with the grant terminaiton date. Due to a subsequent extension of the grant, staff is requesitng a further amendment to extend the contract through May 31, 2026, for a revised total not-to-exceed amount of $150,205.00 (an addiitonal $4,160.00). This contract is funded through the $10,000,000 Targeted State Grant and remains within the budgeted allocaiton of up to $200,000.00.

Scope of Services
Under the agreement, King Office Services provides:

Move planning and scheduling coordinaiton
Packing and labeling systems for collecitons and materials Moving personnel, equipment, and transportaiton
Temporary storage of library materials and assets
Delivery and placement of items according to library layout plans Installaiton or disassembly of furniture as necessary for transport These services ensure the safe handling and storage of library collecitons unitl the renovated library facility is ready for reoccupaiton.

Contract Extension
The proposed contract extension will allow the City to conitnue uitlizing King Office Services for storage and final relocaiton of library materials unitl the project is completed. Extending the exisitng agreement ensures conitnuity of services and avoids the need to transfer stored materials to another vendor, which could increase costs and risk damage to collecitons.

STRATEGIC PLAN RELATIONSHIP
This aciton supports the City of Sierra Madre Strategic Plan under the Community Enrichment objecitve, which aims to promote an unparalleled quality of life with an engaged and collaboraitve culture. The conitnued relocaiton and storage services support the renovaiton and reopening of the Sierra Madre Public Library, which enhances educaitonal programming, community engagement, and access to library resources for residents.

ENVIRONMENTAL ANALYSIS
The proposed aciton does not consittute as a project under the California Environmental Quality Act (“CEQA”), based on Seciton 15061(b)(3) of the CEQA Guidelines, as it can be determined with certainty that it will have no impact on the environment.

FISCAL IMPACT
There is no impact to the General Fund as a result of the recommended aciton. The total project cost associated with the relocaiton, storage, and related services is esitmated at $150,205.00, which includes packing, transportaiton, and storage of library materials unitl the move back to the renovated library facility. Funding for these services is included within the approved FY 2025-26 Library renovaiton project budget as part of the Targeted State Grant.

Approved by:
___________________________
Michael Bruckner
City Manager
Attachments

1. The City of Sierra Madre Public Library Move Proposal Rev4- 031226.pdf 13535 Larwin Circle
Santa Fe Springs, CA 90670
t 800.854.3679
f 562.407.5092
www.kingofficeusa.com
The Best Move
You’ll Ever Make
Member
Commercial Relocation Network
March 12, 2026
Laura Aguilar
City of Sierra Madre
232 W. Sierra Madre Blvd.

Sierra Madre, CA 91024
Re: Library Move Proposal
Laura:

When you award your facility relocation to King Office Service it will guarantee your company an outstanding move. We are proud of our reputation as the largest office and industrial mover in Southern California.

The Purpose of our proposal:

Provide you with the most economical and efficient move solution. To minimize interruption to you, and therefor your customer. We will prove we are the best possible mover for your needs.

This goal will be achieved with my personal dedication to your project. It is my responsibility to coordinate all factors of your move. I will work with you from pre-move planning to post-move follow up. For the duration of your move you may consider me as your employee, being compensated by KING OFFICE SERVICES.

There are many moving companies, but few with the expertise we offer. Our people are truly what make the difference. KING OFFICE SERVICES’S years of relocation experience more than qualifies us to complete your move. I am eager for your business, and look forward to a favorable response.

Sincerely,
King Office Service
Nick Stentz
Project Manager
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1 Laura Aguilar
Sierra Madre Library Archives
Relocation Proposal
Submitted by:

King Office Service
Nick Stentz

SCOPE OF WORK

SCOPE: King Office Services will relocate all items noted in the walk through.

A. King Office Service will:

1. Establish and maintain an automated schedule.

2. Assist with a color coded and numbered plan of destination.

3. Create color coded number signs for all areas at destination.

4. Assist with hanging layout drawings for the numbered areas.

5. Conduct pre-planning meetings, as needed.

6. Advise on how to get ready for the move.

7. Present packing and labeling materials.

8. Furnish all personnel, supplies, and equipment for the move.

9. Install and remove building protection as needed.

10. Carefully wrap all unprotected assets for transportation.

11. Provide transportation to the new bldg.

12. Place all items at destination, per the provided room layout drawings.

13. Supply all boxes and carts.

14. Disassemble & install bolted furniture items, as KOS deems necessary for safe transport.

15. Fully supervise the move process during move day.

B. Sierra Madre Library Archives will:

1. Provide a destination blue print/Furniture Plan, showing every location.

2. Furnish individual area asset placement drawings, to be hung by each location at destination.

3. Tag with KING OFFICE SERVICES color-coded labels all items to be moved.

4. Pre-pack all loose contents and prepare them to a “Move Ready” condition.

5. Service all specialized equipment.

6. Disconnect and reconnect all equipment.

7. Provide free and clear accesses at origin and destination buildings.

8. Supply an installation drawing and electrician for all modular furniture.

SUMMARY OF CHARGES

1. Payment Terms
With credit approval, terms are net 30 days. A deposit of $43,973.00 is due prior to services. We will bill monthly for storage. At the conclusion of the entire project, we will bill for the balance of work performed.
1 Temporary Space $17,370.00
2 Bobtail(s) and Driver(s) @ $60.00/Hour/Truck for 18 Hour(s) 9 Additional Men @ $37.00/Hr./Man for 18 Hour(s)
2 Foremen @ $40.00/Hr./Man for 18 Hour(s)
$2,160.00
$5,994.00
$1,440.00
6 Packer(s) @ $37.00/Hr./Man for 18 Hour(s) $3,996.00
6 Installer(s) @ $45.00/Hr./Man for 14 Hour(s) $3,780.00 2 Containers & Supplies $5,815.00
1,860 Box - Standard Autofold(s) @ $2.25/Each
65 Pallets @ $12.00/Each
$4,185.00
$780.00
50 Cart - Library - 8 Shelf(s) @ $10.00/Each/Week (Rented for 1 Week(s))
$500.00
Box Delivery/Pickup $350.00
3 Move to the New Library from the Temporary Space – May 31st 2026
$19,292.00
2 Bobtail(s) and Driver(s) @ $65.00/Hour/Truck for 18 Hour(s) 9 Additional Men @ $40.00/Hr./Man for 18 Hour(s)
2 Foremen @ $45.00/Hr./Man for 18 Hour(s)
$2,340.00
$6,480.00
$1,620.00
6 Packer(s) @ $40.00/Hr./Man for 18 Hour(s) $4,320.00
6 Installer(s) @ $48.00/Hr./Man for 14 Hour(s) $4,032.00 50 Cart - Library - 8 Shelf(s) @ $10.00/Each/Week (Rented for 1 Week(s))
$500.00
Cart Delivery/Pickup $350.00
4 Pack & Move to King Storage $18,488.00
4 Bobtail(s) and Driver(s) @ $60.00/Hour/Truck for 18 Hour(s) 8 Additional Men @ $37.00/Hr./Man for 18 Hour(s)
2 Foremen @ $40.00/Hr./Man for 18 Hour(s)
$4,320.00
$5,328.00
$1,440.00
10 Packer(s) @ $37.00/Hr./Man for 20 Hour(s) $7,400.00
5 Deliver From Storage – May31st Year 2026 $20,060.00
4 Bobtail(s) and Driver(s) @ $65.00/Hour/Truck for 18 Hour(s) 8 Additional Men @ $40.00/Hr./Man for 18 Hour(s)
2 Foremen @ $45.00/Hr./Man for 18 Hour(s)
$4,680.00
$5,760.00
$1,620.00
10 Packer(s) @ $40.00/Hr./Man for 20 Hour(s) $8,000.00
6 Storage Until May 31st 2026 $64,480.00
Square Foot Storage(s) - 65 Pallet(s) @ $32.00/Month/Pallet for Month(s) (6,075 Cubes) 11/1/23 to 5/31/26
$64,480.00
Storage Valuation Protection: $50,000.00 Declared value for 0 Month @ $0.25 per Month, $0.00 Deductible
$0.00
7 Miscellaneous $0.00
8 Misc. Supplies / Fuel Charge $4,700.00
Total Cost $150,205.00
SUMMARY OF CHARGES - Continued
Options:
1 Insurance Protection $0.00
Exceptions to the above Price are as follows:
• Original move quantities or specifications change
• Problems or obstacles that limit our ability to perform • Organizational or communication problems that interrupt our move progress. • Inability to use origin or destination accesses (Alley way, elevator, stair isles etc...) • Unforeseen Traffic Problems
• You have NOT completed the items listed in section 1 of this proposal. • Items moved in a different sequence than what had been discussed in our move meetings.

Notice:

The California Public Utilities Commission licenses all moving companies, and we operate from the same rate tariff to calculate moving bids. We are allowed flexibility in pricing however, productivity and professionalism are very important.

Be advised that no mover can be held responsible for items they where not shown or told about.

The price only covers items defined in the proposal. If you add, delete, or change things as the move day nears, a change order will be executed.

All movers are aware of this process, and some take advantage of it. PLEASE BE CAREFUL WHEN SELECTING YOUR MOVING COMPANY!!
King Office Services Recycle / Purge / Disposal Programs Our motto when moving is “Chuck it, Don’t Truck it”, and we live by this. To assist you with that process we offer three tiers of service:
1) Recycle Consoles -
We will provide you with our recycle consoles at No Charge, including the delivery. You simply place them strategically around your office and call us when they need to be emptied.

We will assess a $19.95 each time we empty the console, and we will empty it a minimum of once per month.

The contents of the consoles are sent to our recycling center where the are put through a thermo pulp process. We will offer you a certificate of destruction if needed.

By having these on-site and available to your staff, it will help encourage everyone to sort and recycle their files. This helps eliminate unnecessary file boxes and paper contents from your move.
2) Purge Bins –
Together with our Partner, RENTACRATE, we will
provide you with a large Purge Bin. You may use this to clean out storage areas, files, Junk, etc. Almost anything can be put in the bin with the exception of Electronics, Liquids, Flammables, or Hazardous Waste.

The bins are supplied at no charge including the delivery.

Each Pick up is at $75.00 per disposal. You can have them emptied as needed. There is a minimum Fee of $75.00/bin/ month.
3) Large item Disposal Services –
Our crews will remove anything you need to dispose of.

Including everything mentioned above except Hazardous
Materials. You are charged hourly for the removal and a flat fee for the disposal. The cost of disposal depends on the quantity and classification of what you are disposing.

We can make special arrangements for your Hazardous Materials, Chemicals, or Computer Equipment. Please check with your King Representative for further details!

Valuation Coverage Program
The legal liability to all moving companies for loss and damage to furniture and equipment is limited to $.60 per pound per article unless additional valuation protection is purchased. If your insurance broker cannot provide additional coverage we will make available the following two types of protection:

OPTION I:

Depreciated Value, $10,000 minimum, $8.50 per $1,000.00 of declared value: you must insure the shipment for the complete value of articles in order to receive the full depreciated value. i.e., $10,000.00 valuation will not cover $30,000.00 of articles.

OPTION II:

Full Replacement Value, $10,000.00 minimum, $11.50 per $1,000.00 of declared value: you must insure the shipment for the COMPLETE VALUE of articles to receive full replacement. i.e., $10,000.00 valuation will not cover $30,000.00 of articles.

General Liability
KING OFFICE SERVICES as a licensed Public Utilities Commission carrier must maintain a legal amount of general liability and workers compensation coverage. This protects us, and you, from moving personnel getting hurt, property damage, and a long list of other accidents. A certificate of insurance is provided upon request. We will also provide surety bonding upon request. The amount of the bond will be dependent upon the job size and complexity.

Claims Procedure
Damage claims during office moves are kept to a minimum, if not eliminated, by proper planning and careful execution of the move. KING OFFICE SERVICES provides all of this to insure a trouble free relocation. However, if damage occurs it is important for you to file a claim quickly. You have up to 9 months to file but, the longer you wait the more probable your claim will be denied.

After we receive a filled out claim form, we go into immediate action. Our claims are settled, on the average, in 1 week to 10 days. Our claims settlement expert will process your claim, and communicate with you each step of the way. Her goal is to complete the claim with little interruption to you or your company.

A claim is settled to the limits of your liability. This is why you should consider your coverage before the move takes place. You do not automatically have full replacement coverage for your office contents. Once your cargo protection is determined, you are fully covered for any other kind of occurrence.

If you have any further questions on this topic, need clarification, or want additional information please ask your sales representative.

MOVE PLAN
WORK TO BE PERFORMED:

A schedule of training and organizational meetings will be established upon award of the job.

Each move has specific requirements that dictate different levels and quantities of meetings. We will provide as much training that is needed to prepare your staff for the move.

AT LEAST TWO WEEKS BEFORE MOVE DAY
We will deliver all moving cartons, with a set of labels used in identifying employees work areas. Instructions on how to use our labeling system will be provided at this time.

A pre-move meeting with myself and all personnel involved in the move should be held on this day. About 30 minutes to one hour is needed for this meeting.

Temp Space Relocation - 2 -3 days- Packing & Moving
We will begin to pack the childrens collection & basement first onto library carts in order to disassemble the shelving that will need to be used and then move over to the remainder of the collections.

This process should take 3 days in order to have all the shelving installed and then reverse the process to put the books back on the shelves.

Storage Relocation – 2 – 3 day process
We will pack the remaining collections that will be housed in storage for the estimated next 2 years. All books will be pack into boxes provided by King Office once back at my warehouse we will palletized and store the collections.

Note: If needed, we can supply a small crew for final adjustments on Monday. There will be an additional cost for this service.

RELOCATION PROCEDURES
The goal of KING OFFICE SERVICES is to achieve customer satisfaction by performing our service in the most efficient and economical manner. To accomplish this goal we will apply the following procedures to every phase of your move.

A. Planning and Color Coding
Prior to your move we will provide a color code and numbering system, and through its application, identify all items to be moved. This system, used in conjunction with your furniture lay-out, qualifies the exact placement of your furniture in your new facility. An example of its usage would be to use one color per floor when occupying multiple floors, or individual colors for each department or area for moves involving only one floor.

B. Destination Color Coding
Prior to the move, all areas and/or floors will be color coded using labels and placecards to reflect the information on the furniture layout. Traffic flow guide sheets will be placed in close proximity to the elevators, if applicable.

C. Manpower Identification and control
Manpower will be checked in and out of every phase of the move. A time sheet is to be signed your project manager and a representative of your firm. Copies of these documents are available upon request.

E. Bid Acceptance
A bid acceptance sheet is provided with each proposal. It should be executed no less than three days prior to the commencement of your move. This document acknowledges acceptance of our terms for your move.

F. Bill of Lading
The Bill of Lading is the legal document that must be signed by both project manager and a representative of your firm. It qualifies the completion of work performed and the valuation coverage assigned to your move.

KING OFFICE SERVICES personnel are eminently qualified in the layout and planning areas of facility relocations.
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1 The above example of our label indicates our method of coding items being moved to precise locations. Please note that we have simplified our color coding to three or four color quadrant system which, in our experience, eliminates the confusion of multi color systems. With this system it is possible to load and deliver items, in their proper location, in an orderly sequence without re-handling.

Floor Room Piece

KING OFFICE

SERVICES

KING OFFICE SERVICES HISTORY
KING OFFICE SERVICES is privately owned and licensed to perform moving services in the state of California.

Our company was founded over 35 years ago. The company started as a local and interstate mover of used household belongings. As time progressed things certainly changed.

Today our organization is comprised of many diversifications. These divisions perform a diverse group of transportation related services. Commercial Relocations, Household Relocations, Electronic Transportation, Display & Exhibit Moves, Records Management, Commercial Storage, Product Distribution, are just a few of our services.

KING OFFICE SERVICES has been an integral part of the company from the beginning. We have completed many of the most challenging moves of the past 5 decades, and have a long list of satisfied customers.

The companies philosophy, from day one, is to provide the highest quality service possible, at the most economical price. We will never sacrifice quality for price however, we know the importance of a budget.

To achieve our goals we have recruited the best people the industry has to offer, and have maintained stringent management controls. We are proud of our financial stability, even during these difficult economic times.

By having this type of security, and our experienced team of professionals on your team, you are guaranteed a successful relocation.

Our Company is organized as follows:

KING RELOCATION
SERVICES/United

KING HOUSEHOLD

GOOD MOVES

KING OFFICE

SERVICES

KING DATA
RECORD

STORAGE
KING

INTERNATIONAL
KING Computer

SERVICES
KING

INSTALLATION
S

KING OFFICE SERVICES
The division of our company that handles all facility related relocations is called KING OFFICE SERVICES. The way we have organized and established this group is completely unique in the industry today.

We have separated everything. The men that work your job are dedicated only to our commercial division. This means a higher quality of service to our customer. Every system, procedure, policy, equipment, person that is part of our commercial team is dedicated 100% to this division.

We are the only company that can offer a high quality service, and do so on a regular basis. You will definitely see the difference.

Within our commercial division we offer services for office moving, industrial plant moving, machinery moving, computer and high value equipment moving, panel installation, furniture liquidation, new furniture installation, space planning, furniture restoration, computer installation, computer cabling, and more.

King Office Servicesis a full service commercial relocation company. we are here to assist you, in anyway that we can, to get you moved to your new facility. our people is what makes our organization what it is today. We have over 150 years of experience between our key personnel.

Equipment
Providing the correct equipment for a move is very important. we have purchased a large supply of assets in order to provide our customers with the best tools available. The following is a partial list of our equipment capabilities:
14 Air-ride Vans 4 Pallet Jacks
14 Tractors 6 Computer Jacks
16 Trailers 2 Stair Crawlers
14 Bobtails 6 J Bars
2 Flatbeds 2 Portable Elevators
2 Forklifts 700 Units Tempered Masonite
900 4-wheel dollies 250 Units Plywood
350 Computer\Type carts 800 Dozen Furniture Pads
50 Panel Dollies 250 Units Door Protection
1 Spider Crane 100 Pnuematic Buffers
2 12000 lb. capacity kick back dollies

KING OFFICE SERVICES PERSONNEL
The best way for you to insure a successful relocation is to know who you are working with .

The company is a good indication, but not the only one, of how a move will progress. The people involved in handling your project are the most important factor.

From the beginning your representative must have the right background. Know your salesperson and their experience level. I have included a resume for your review.

The crews, and how they are hired, are very crucial to a good move. Picking men up off the street is not a recommended method for a acquiring a productive crew. We take this part of our job seriously. We have included, in the following our practice, for providing you with a quality crew.

LABOR ANALYSIS
This chart
demonstrates the difference between KING OFFICE SERVICES’S Labor force, and the rest of the industry. Because we specialize in Office and Industrial moving, our men work more consistently than any other mover.

Our clients are made up of the major companies in the Southern California market. These customers have our men working daily. This allows us to keep regular, full time, workers employed.

Most moving companies employ less full time workers, and they fill in with temporary employees. The problem with this system is trying to maintain quality is impossible. The average mover peeks in the summer months, due to the volume of household business they perform.

We are one of the only companies that have dedicated office moving crews. The quality of our work force is unparalleled by the competition. They can not keep up with us because of our structure.

You will see the difference! Do not pay for less than quality labor!! MONTHS
NUMBER
OF MEN
0 20
40 60
80 100

KING OFFICE

SERVICES
Average Mover

KOS MAJOR ACCOUNTS TEAM
This is the team that will be assigned to your project:

Our labor is comprised of 6 team leaders, each responsible for approximately 50 workers. As a team proves their capability they are allowed to become certified in a specialty area. Some teams move warehouses better, some racking, shelving libraries, and some work better on a large relocation.

We have established a classification called MAJOR ACCOUNTS. This is the team that will be assigned to your relocation. This group has completed the following relocations: 1) Flour Daniel2500 employees, 2) First American Title 1800 employees, 3) Vivendi Publications- 1,200 employees, 4) Universal Music Group – 2000 employees, 5) Los Angeles unified School District, - 7500 employees moves, 6) Universal Music Group, 1800 employeees, to name a few.

This group has completed Many LARGE projects over the years. The Team is made up of the following Personnel:

J.J. Krukenkamp – Vice President / Employee Owner
35 Years of Commercial Relocation Experience
Nick Stentz – Lead Project Coordinator
17 Years of Commercial Relocation Experience
Jeff Dent –Project Coordinator
10 Years of Commercial Relocation Experience
Sam Gibbs- Labor Team Leader
28 Years of Commercial Relocation Experience
Francisco Elizazez –Labor Foremen
21 Years of Commercial Relocation Experience
Baltazar Elias –Labor Foremen
23 Years of Commercial Relocation Experience
87 Crewmen –
Minimum of 5 Years of Commercial Relocation Experience
The core group of men that make up this category have been with King Office Services for the past 20 years. This is the most stable group of workers that we know of in the industry today.

SPECIAL SERVICES
KING OFFICE SERVICES has many specialized services to offer a company that is relocating. We are more than just a Mover. The following is a brief explanation of services that are offered. If you have additional questions, concerning these, please contact us immediately.

KING OFFICE SERVICESMOVING SERVICES:
 Office Relocations
 Manufacturing Plant Relocations
 Local, Intrastate, Interstate Moves
 Small Piece Moves
 Crating & Packaging
 Computer & Specialized equipment Moves
 Machinery Moving
 Shelving & Racking Installation
KING OFFICE SERVICESOFFICE SERVICES:
 New Furniture Installation
 Furniture Restoration
 After Move Wood Polish & Cleaning Service
 Systems Furniture Installation
 Space Planning & System Furniture Installation Plans
 Cabinet & Mill Work Installation
 Furniture Liquidation
 Automated Asset Management
KING OFFICE SERVICESSTORAGE SERVICES:
 Record Retention & File Management
 Product Storage & Distribution
 Automated Distribution Management
 Temporary or Permanent Asset Storage
KING OFFICE SERVICESCOMPUTER SERVICES:
 P.C. Disconnect & Reconnect Service
 Computer Cleaning & Verification Service
 Computer & Voice Cabling
 Computer Maintenance Contracts
 Applications Software Design
Bid Acceptance Sheet
On behalf of Sierra Madre Library Archives, I agree that I have read, understand, and fully accept the terms and conditions as outlined in this relocation proposal. I fully understand that any alterations or changes made to the scope or conditions of the relocation may result in additional charges. I also understand that any and all changes should be brought to the attention of KING OFFICE SERVICES quickly because, they may affect equipment and man power requirements.

I agree that payment for all services shall be made within the stated terms in section two of this proposal, and upon receipt of a properly completed and detailed invoice.

In the following space, please list the exact location to which you would like the bill sent, the contact person, any purchase order numbers, and any other special requirements that will facilitate the prompt payment of the charges:
_____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ In accordance with the description of protection, outlined in section 2 of the proposal, I select a valuation level not to exceed $____________________________ NOTE:

Additional charges will apply to any value in excess of .60 cents per pound per article. You must fill in some level of coverage (.60/lb/article or a dollar amount of full coverage) I lastly understand that all transportation charges must be paid in full before a claim can be settled. This is a matter of regulation and I agree to adhere to it.

Signed:
____________________________________ ___________________________________ Authorized Signature Date Nick Stentz Date
Sierra Madre Library Archives King Office Service

CITY OF

SIERRA MADRE STAFF REPORT

PUBLIC WORKS SERVICES
DATE: March 24, 2026
TO: Honorable Mayor and City Council
FROM: Brian Dickinson, Director of Public Works
By: Eric Lozick, Management Analyst
SUBJECT:

Amendment No. 1 to the Professional Services Agreement with TSK Architects for the Lizzie’s Trail Inn & Richardson House Project

RECOMMENDATION
It is recommended that the City Council approve Amendment No. 1 to the Professional Services Agreement with TSK Architects. This amendment extends the Contract Term from March 31, 2026, to June 30, 2027, for architectural design and construciton management services related to the Lizzie’s Trail Inn and Richardson House Project.

SUMMARY
During its meeitng on March 25, 2025 , the City Council approved a Consulitng Services Agreement with TSK Architects (TSK) in an amount not to exceed $77,500. This agreement provided architectural design services for the restoraiton and renovaitons of the Lizzie’s Trail Inn and Richardson House Historical Museum. This project addresses criitcal areas of concern idenitfied by Public Works and the Historical Society, specifically ADA compliance access, roof and notching modificaitons, foundaiton and flooring, and structure balance and grading. Addiitonally, the design scope includes replacing damaged walkways, curbs, and access ramps to meet ADA regulaitons.

As the project designer, TSK is responsible for developing technical specificaitons and providing construciton management oversight rather than performing the physical construciton. The Agreement commenced with an iniital terminaiton date of March 31, 2026. Staff is seeking authorizaiton to approve Amendment No. 1, extending the terminaiton date to June 30, 2027. This is a itme-only extension with no addiitonal compensaiton.

DISCUSSION & ANALYSIS
The original Agreement with TSK established a terminaiton date of March 31, 2026. As the project progressed, delays were encountered due to staffing changes within the Public Works Department. Consequently, it is necessary to extend the contract to facilitate ongoing construciton management services, given the project's technical requirements as it approaches the closeout phase.

These services are essential to finalizing plans for bidding, ensuring compliance with building codes, completing punch-list items, and maintaining proper documentation for project acceptance. To ensure transparency and continuity of services, staff recommends the approval of Amendment No. 1.

Approval of the revised amendment will:

Ensure design plans are completed, including required ADA components.

Provide construciton management oversight during the construciton phase.

Reduce the risk of construciton deficiencies, delays, or incomplete closeout documentaiton.

Maintain accountability and adherence to the approved project design.

STRATEGIC PLAN RELATIONSHIP
Approval of this item supports the City’s goals for Historic Preservaiton and Infrastructure Management. It ensures the successful compleiton and long-term operaitonal readiness of a key community facility and historical landmark.

ENVIRONMENTAL ANALYSIS
This improvement project is categorically exempt from CEQA. California Code of Regulaitons Title 14, Chapter 3, Seciton 15301 describes Class 1 exempitons that include the repair, maintenance, or minor alteraiton of exisitng faciliites. Specifically, Seciton 15301(c) exempts the repair and maintenance of exisitng streets, highways, sidewalks, and gutters.

FISCAL IMPACT
There is no impact to the General Fund as a result of the recommended aciton. This Amendment is strictly an extension of itme with no addiitonal compensaiton requested. The original contract amount of $77,500 is funded by a reimbursable grant from the California State Parks Department of Grants & Local Services (OGALS), which originated from Proposiiton 68. The City was awarded this $184,666 grant on January 16, 2025.

Approved by:
___________________________
Michael Bruckner
City Manager
Attachments

1. 1st Amendment to TSK Lizzies Trail Inn Richardson House Project 03.24.2026.pdf

2. PSA Agreement - TSK - LIZZIES TRAIL INN.pdf

3. Lizzies Trail Inn Richardson House Museum FINAL.pdf
424314.1

FIRST AMENDMENT TO

PROFESSIONAL SERVICES AGREEMENT

FOR CONSULTANT SERVICES
This First Amendment to Professional Services Agreement for Consultant Services (“Amendment”) is entered into by and between the City of Sierra Madre, a California municipal corporation (“City”), and TSK Architects, a Corporation (“Consultant”), (collectively, “Parties”).

RECITALS
A. Under the Agreement, the Consultant provides the City with Architectural Design services for the Lizzie’s Trail Inn and Richardson House Project.

B. As the project design progressed, there have been delays due to staffing changes in the Public Works Department. These services are critical to ensuring final plans are completed for bidding, construction to plan, code compliance, completion of punch-list items, and proper documentation for project acceptance through construction completion.

C. The parties desire to amend this Agreement to include an extension of time authorized under the Agreement, with no additional compensation.

AMENDMENTS

1. AMENDMENT: Section 3.7 of the Agreement is amended to read as follows, with underlined text denoting additions and struck-through text denoting deletions:

3.7. “Termination Date”: June 30, 2027 March 31, 2026.

2. INTEGRATION: This Amendment amends the Agreement and, except as specifically amended hereby, the Agreement shall remain in full force and effect.

3. SEVERABILITY: If any provision of this Amendment is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions shall nevertheless continue in full force and effect.

IN WITNESS WHEREOF, this Agreement shall be executed by the representatives of the Parties authorized to do so and shall take effect upon the dates set forth below. “City”
City of Sierra Madre
By:_______________________
Michael Bruckner
City Manager
Date: _____________________
TSK Architects
"Consultant"
By:_______________________
Michael Morow, AIA
Managing Principal
Date: _____________________
424314.1
Attest:

By:_______________________
Laura Aguilar, City Clerk
Date: _____________________
Approved as to form:

By:_______________________
Aleks R. Giragosian, City Attorney
Date: _____________________

PROFESSIONAL SERVICES AGREEMENT

FOR DESIGN PROFESSIONALS
City of Sierra Madre / TSK Architects, Inc.

1. IDENTIFICATION
This PROFESSIONAL SERVICES AGREEMENT ("Agreement") is entered into by and between the City of Sierra Madre, a California municipal corporation ("City"), and TSK Architects, Inc., a Professional Architectural Firm ("Consultant").

2. RECITALS

2.1. The City has determined that it requires the following professional services from a consultant:

For comprehensive architectural & engineering services for the restoration and rehabilitation of Lizzie's Trail Inn & the Richardson House Museum. Located at 167 E Mira Monte Ave. in Sierra Madre, California.

2.2. Consultant represents that it is fully qualified to perform such professional services by virtue of its experience and the training, education and expertise of its principals and employees. Consultant further represents that it is willing to accept responsibility for performing such services in accordance with the terms and conditions set forth in this Agreement.

2.3. Consultant represents that it has no known relationships with third parties, City Council members, or employees of City which would (1) present a conflict of interest with the rendering of services under this Agreement under Government Code Section 1090, the Political Reform Act (Government Code Section 81000 et seq.), or other applicable law, (2) prevent Consultant from performing the terms of this Agreement, or (3) present a significant opportunity for the disclosure of confidential information.

NOW, THEREFORE, for and in consideration of the mutual covenants and conditions herein contained, City and Consultant agree as follows:

3. DEFINITIONS

3.1. "Design Professional": A Design Professional is any individual satisfying one or more of the following: (1) licensed as an architect pursuant to Business and Professions Code 5500 et seq., (2) licensed as a landscape architect pursuant to Business and Professions Code 5615 et seq., (3) licensed as a professional land surveyor pursuant to Business and Professions Code 8700 et seq., or (4) registered as a professional engineer pursuant to Business and Professions Code 6700 et seq.

3.2. "Scope of Services": Such professional services as are set forth in the Consultant's December 19, 2024, proposal to City.

3.3. "Agreement Administrator": The Agreement Administrator for this project is Mr. Arnulfo Yanez, Director of Public Works. The Agreement Administrator shall be the principal point of contact at the City for this project. AH services underthis Agreement shall be performed at the request of the Agreement Administrator. The Agreement Administrator will establish the timetable for completion of services and any interim milestones. City reserves the right to change this designation upon written notice to Consultant

3.4. "Approved Fee Schedule": Consultant's compensation rates are set forth in the fee schedule attached hereto as Exhibit A and incorporated herein by this reference. This fee schedule shall remain in effect forthe duration ofthis Agreement unless modified in writing by mutual agreement of the parties.

3.5. "Maximum Amount": The highest total compensation and costs payable to the Consultant by the City under this Agreement. The Maximum Amount under this Agreement is Seventy Seven Thousand Five Hundred.OO/xlOO Dollars ($77,500.00).

3.6. "Commencement Date": June 6, 2025

3.7. "Termination Date": March 31, 2026

4. TERM
The term of this Agreement shall commence at 12:00 a.m. on the Commencement Date and shall expire at 11:59 p.m. on the Termination Date unless extended by written agreement of the parties or terminated earlier under Section 18 ("Termination") below. Consultant may request extensions oftime to perform the services required hereunder. Such extensions shall be effective if authorized in advance by City in writing and incorporated in written amendments to this Agreement.

5. CONSULTANT'S DUTIES

5.1. Services. Consultant shall perform the services identified in the Scope of Services. City shall have the right to request, in writing, changes in the Scope of Services. Any such changes mutually agreed upon by the parties, and any corresponding increase or decrease in compensation, shall be incorporated by written amendment to this Agreement.

5.2. Coordination with City. In performing services under this Agreement, Consultant shall coordinate all contact with City through its Agreement Administrator.

5.3. Budgetary Notification. Consultant shall notify the Agreement Administrator, in writing, when fees and expenses incurred under this Agreement have reached eighty percent (80%) of the Maximum Amount. Consultant shall concurrently inform the Agreement Administrator, in writing, of Consultant's estimate of total expenditures required to complete its current assignments before proceeding, when the remaining work on such assignments would exceed the Maximum Amount.

5.4. Business License. Consultant shall obtain and maintain in force a City business license for the duration of this Agreement.

5.5. Professional Standards. Consultant shall perform all work to the highest standards of Consultant's profession and in a manner reasonably satisfactory to City. Consultant shall keep itself fully informed of and in compliance with all local, state, and federal laws, rules, and regulations in any manner affecting the performance of this Agreement, including all Cal/OSHA requirements, the conflict of interest provisions of Government Code § 1090 and the Political Reform Act (Government Code § 81000 et seq.).

5.6. Avoid Conflicts. During the term of this Agreement, Consultant shall not perform any work for another person or entity for whom Consultant was not working at the Commencement Date if such work would present a conflict interfering with performance under this Agreement. However, City may consent in writing to Consultant's performance of such work.

5.7. Appropriate Personnel. Consultant has, or will secure at its own expense, all personnel required to perform the services identified in the Scope of Services. All such services shall be performed by Consultant or under its supervision, and all personnel engaged in the work shall be qualified to perform such services. Mr. Joe Hicks shall be Consultant's project administrator and shall have direct responsibility for management of Consultant's performance under this Agreement. No change shall be made in Consultant's project administrator without City's prior written consent.

5.8. Substitution of Personnel. Any persons named in the proposal or Scope of Services constitutes a promise to the City that those persons will perform and coordinate their respective services under this Agreement. Should one or more of such personnel become unavailable. Consultant may substitute other personnel of at least equal competence upon written approval of City. If City and Consultant cannot agree as to the substitution of key personnel, City may terminate this Agreement for cause.

5.9. Permits and Approvals. Consultant shall obtain, at its sole cost and expense, all permits and regulatory approvals necessary for Consultant's performance of this Agreement.

This includes, but shall not be limited to, professional licenses, encroachment permits and building and safety permits and inspections.

5.10. Notification of Organizational Changes. Consultant shall notify the Agreement Administrator, in writing, of any change in name, ownership or control of Consultant's firm or of any subcontractor. Change of ownership or control of Consultant's firm may require an amendment to this Agreement.

5.11. Records. Consultant shall maintain any and all ledgers, books of account, invoices, vouchers, canceled checks, and other records or documents evidencing or relating to charges for services or expenditures and disbursements charged to City under this Agreementfor a minimum of three (3) years, or for any longer period required bylaw, from the date of final payment to Consultant under this Agreement. All such documents shall be made available for inspection, audit, and/or copying at any time during regular business hours, upon oral or written request of City. In addition, pursuant to Government Code Section 8546.7, ifthe amount of public funds expended under this Agreement exceeds ten thousand dollars, all such documents and this Agreement shall be subject to the examination and audit of the State Auditor, at the request of City or as part of any audit of City, for a period of three (3) years after final payment under this Agreement.

5.12. Skilled and Trained Workforce Requirement. When the use of a skilled and trained workforce is required to complete a contract pursuant to existing law, this contract is subject to such requirement and Contractor agrees to use a skilled and trained workforce.

6. SUBCONTRACTING

6.1. General Prohibition. This Agreement covers professional services ofa specific and unique nature. Except as otherwise provided herein, Consultant shall not assign or transfer its interest in this Agreement or subcontract any services to be performed without amending this Agreement.

6.2. Consultant Responsible. Consultant shall be responsible to City for all services to be performed under this Agreement.

6.3. Identification in Fee Schedule. All subcontractors shall be specifically listed and their billing rates identified in the Approved Fee Schedule, Exhibit B. Any changes must be approved by the Agreement Administrator in writing as an amendment to this Agreement.

7. COMPENSATION

7.1. General. City agrees to compensate Consultant for the services provided under this Agreement, and Consultant agrees to accept payment in accordance with the Fee Schedule in full satisfaction for such services. Compensation shall not exceed the Maximum Amount. Consultant shall not be reimbursed for any expenses unless provided for in this Agreement or authorized in writing by City in advance.

7.2. Invoices. Consultant shall submit to City an invoice, on a monthly basis or as otherwise agreed to by the Agreement Administrator, for services performed pursuant to this Agreement. Each invoice shall identify the Maximum Amount, the services rendered during the billing period, the amount due for the invoice, and the total amount previously invoiced. All labor charges shall be itemized by employee name and classification or position with the firm, the corresponding hourly rate, the hours worked, a description of each labor charge, and the total amount due for labor charges.

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

7.4. Disputes. The parties agree to meet and confer at mutually agreeable times to resolve any disputed amounts contained in an invoice submitted by Consultant.

7.5. Additional Work. Consultant shall not be reimbursed for any expenses incurred for work performed outside the Scope of Services unless prior written approval is given by the City through a fully executed written amendment. Consultant shall not undertake any such work without prior written approval of the City.

7.6. City Satisfaction as Precondition to Payment. Notwithstanding any other terms of this Agreement, no payments shall be made to Consultant until City is satisfied that the services are satisfactory.

7.7. Right to Withhold Payments. If Consultant fails to provide a deposit or promptly satisfy an indemnity obligation described in Section 11, City shall have the right to withhold payments under this Agreement to offset that amount.

8. PREVAILING WAGES
Consultant is aware of the requirements of California Labor Code Section 1720, etseq., and 1770, et seq., as well as California Code of Regulations, Title 8, Section 16000, et seq., ("Prevailing Wage Laws"), which require the payment of prevailing wage rates and the performance of other requirements on certain "public works" and "maintenance" projects including the design and preconstruction phases of a covered public works project. Consultant shall defend, indemnify, and hold the City, its elected officials, officers, employees, and agents free and harmless form any claim or liability arising out of any failure or alleged failure of Consultant to comply with the Prevailing Wage Laws.

9. OWNERSHIP OF WRITTEN PRODUCTS
All reports, documents or other written material, and all electronic files, including computer-aided design files, developed by Consultant in the performance of this Agreement (such written material and electronic files are collectively known as "written products") shall be and remain the property of City without restriction or limitation upon its use or dissemination by City except as provided by law. Consultant may take and retain copies of such written products as desired, but no such written products shall be the subject of a copyright application by Consultant.

10. RELATIONSHIP OF PARTIES

10.1. General. Consultant is, and shall at all times remain as to City, a wholly independent contractor.

10.2. No Agent Authority. Consultant shall have no power to incur any debt, obligation, or liability on behalf of City or otherwise to act on behalf of City as an agent. Neither City nor any of its agents shall have control over the conduct of Consultant or any of Consultant's employees, except as set forth in this Agreement. Consultant shall not represent that it is, or that any of its agents or employees are, in any manner employees of City.

10.3. Independent Contractor Status. Under no circumstances shall Consultant or its employees look to the City as an employer. Consultant shall not be entitled to any benefits. City makes no representation as to the effect ofthis independent contractor relationship on Consultants previously earned California Public Employees Retirement System ("CalPERS") retirement benefits, if any, and Consultant specifically assumes the responsibility for making such a determination. Consultant shall be responsible for all reports and obligations including, but not limited to: social security taxes, income tax withholding, unemployment insurance, disability insurance, and workers' compensation, and other applicable federal and state taxes.

10.4. Indemnification of CalPERS Determination. In the event that Consultant or any employee, agent, or subcontractor of Consultant providing services under this Agreement claims or is determined by a court of competent jurisdiction or CalPERS to be eligible for enrollment in CalPERS as an employee of the City, Consultant shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for CalPERS benefits on behalf of Consultant or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.

11. INDEMNIFICATION

11.1 Definitions. For purposes of this Section 11, "Consultant" shall include Consultant, its officers, employees, servants, agents, or subcontractors, or anyone directly or indirectly employed by either Consultant or its subcontractors, in the performance of this Agreement. "City" shall include City, its officials, officers, agents, employees and volunteers.

11.2 Consultant to Indemnify City. Where the services to be provided by Consultant under this Agreement are design professional services, as that term is defined under Civil Code Section 2782.8, Consultant agrees to indemnify, defend and hold harmless, the City, its officers, officials, employees and volunteers from any and all claims, demands, costs or liability that actually or allegedly arise out of, or pertain to, or relate to the negligence, recklessness
or willful misconduct of Consultant and its agents in the performance of services under this contract, but this indemnity does not apply to liability for damages for bodily injury, property damage or other loss, arising from the sole negligence, active negligence or willful misconduct by the City, its officers, official employees, and volunteers. If it is finally adjudicated that liability is caused by the comparative active negligence or willful misconduct of the City, then Consultant's indemnification and defense obligations shall be reduced in proportion to the established comparative liability of the City and shall not exceed Consultant's proportionate percentage of fault.

As respects all acts or omissions which do not arise directly out ofthe performance of design professional services, including but not limited to those acts or omissions normally covered by general and automobile liability insurance, and to the full extent permitted by law, Consultant agrees to indemnity, defend and hold harmless the City, its officers, officials, agents, employees, and volunteers from and against any claims, demands, losses, liability of any kind or nature (including liability for claims, suits, actions, arbitration proceedings, administrative proceedings, regulatory proceedings, losses, expenses or costs of any kind, whether actual, alleged or threatened, including attorney's fees and costs, court costs, interest, defense costs, and expert witness fees) where the same arise out of, are in connection with, are a consequence of, or are in any way attributable to, in whole or in part, the performance of this Agreement by Consultantor by any individual or entityfor which Consultant is legally liable, including but not limited to officers, agents, employees or sub-contractors of Consultant, excepting those which arise out of the active negligence, sole negligence or willful misconduct of the City, its officers, officials, employees and volunteers.

11.3 Scope of Indemnity. Personal injury shall include injury or damage due to death or injury to any person, whether physical, emotional, consequential or otherwise, Property damage shall include injury to any personal or real property. Consultant shall not be required to indemnify City for such loss or damage as is caused by the sole active negligence or willful misconduct of the City. If it is finally adjudicated that liability is caused by the comparative negligence or willful misconduct of an indemnified party, then Consultant's indemnification obligation shall be reduced in proportion to the established comparative liability.

11.4 Attorneys Fees. Such costs and expenses shall include reasonable attorneys' fees for counsel of City's choice, expert fees and all other costs and fees of litigation.

Consultant shall not be entitled to any refund of attorneys' fees, defense costs or expenses in the event that it is adjudicated to have been non-negligent.

11.5 Defense Deposit. The City may request a deposit for defense costs from Consultant with respect to a claim. If the City requests a defense deposit, Consultant shall provide it within 15 days of the request.

11.6 Waiver of Statutory Immunity. The obligations of Consultant under this Section 11 are not limited by the provisions of any workers' compensation act or similar act.

Consultant expressly waives its statutory immunity under such statutes or laws as to City.

11.7 Indemnification by Subcontractors. Consultant agrees to obtain executed indemnity agreements with provisions identical to those set forth here in this Section 11 from each and every subcontractor or any other person or entity involved in the performance of this Agreement on Consultant's behalf.

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

11.9 Civil Code. The parties are aware of the provisions of Civil Code 2782.8 relating to the indemnification and the duty and the cost to defend a public agency by a Design Professional and agree that this Section 11 complies therewith.

12. INSURANCE

12.1. Insurance Required. Consultant shall maintain insurance as described in this section and shall require all of its subcontractors, consultants, and other agents to do the same.

Approval of the insurance by the City shall not relieve or decrease any liability of Consultant Any requirement for insurance to be maintained after completion of the work shall survive this Agreement.

12.2. Documentation of Insurance. City will not execute this agreement until it has received a complete set of all required documentation of insurance coverage. However, failure to obtain the required documents prior to the work beginning shall not waive the Consultant's obligation to provide them. Consultant shall file with City:
• Certificate of Insurance, indicating companies acceptable to City, with a Best's Rating of no less than A:VII showing. The Certificate of Insurance must show the City, its City Council, Commissions, officers, and employees ofSierra Madre as additional insured parties. The Certificate of Insurance must include the following reference: Sierra Madre Library Improvements Project • Documentation of Best's rating acceptable to the City. • Original endorsements effecting coverage for all policies required by this Agreement.

Complete, certified copies of all required insurance policies, including endorsements affecting the coverage.

12.3. Coverage Amounts. Insurance coverage shall be at least in the following minimum amounts:

Professional Liability Insurance: $1,000,000 per occurrence, $2,000,000 aggregate
General Liability:

General Aggregate: $2,000,000
Products Comp/Op Aggregate
Personal & Advertising Injury
Each Occurrence $1,000,000
$2,000,000
$1,000,000
Fire Damage (any one fire) $ 50,000
Medical Expense (any 1 person) $ 5,000
Workers' Compensation:

Workers' Compensation Statutory Limits
EL Each Accident $1,000,000
EL Disease - Policy Limit $1,000,000
EL Disease - Each Employee $1,000,000
Automobile Liability
Any vehicle, combined single limit $1,000,000
Any available insurance proceeds broader than or in excess of the specified minimum insurance coverage requirements or limits shall be available to the City as additional insured. Furthermore, the requirements for coverage and limits shall be the greater of (1) the minimum coverage and limits specified in this Agreement, or (2) the broader coverage and maximum limits of coverage of any insurance policy or proceeds available to the named insured

12.4. General Liability Insurance. Commercial General Liability Insurance shall be no less broad than ISO form CG 00 01. Coverage must be on a standard Occurrence form.

Claims-Made, modified, limited or restricted Occurrence forms are not acceptable.

12.5. Worker's Compensation Insurance. Consultant is aware of the provisions of Section 3700 of the Labor Code which requires every employer to carry Workers' Compensation (orto undertake equivalent self-insurance), and Consultant will comply with such provisions before commencing the performance of the work of this Agreement. If such insurance is underwritten by any agency other than the State Compensation Fund, such agency shall be a company authorized to do business in the State of California.

12.6. Automobile Liability Insurance. Covered vehicles shall include owned if any, nonowned, and hired automobiles and, trucks.

12.7. Professional Liability Insurance or Errors & Omissions Coverage. The deductible or self-insured retention may not exceed $50,000. If the insurance is on a Claims-Made basis, the retroactive date shall be no later than the commencement of the work.

Coverage shall be continued fortwo years after the completion of the work by one of the following: (1) renewal of the existing policy; (2) an extended reporting period endorsement; or (3) replacement insurance with a retroactive date no later than the commencement of the work under this Agreement.

12.8. Claims-Made Policies. If any of the required policies provide coverage on a claimsmade basis the Retroactive Date must be shown and must be before the date of the contract or the beginning of contract work. Claims-Made Insurance must be maintained and evidence of insurance must be provided for at least five (5) years after completion of the contract of work. If coverage is canceled or non-renewed, and not replaced with another claims-made policy form with a Retroactive Date prior to the contract effective date, the Consultant must purchase "extended reporting" coverage for a minimum of five (5) years after completion of contract work.

12.9. Additional Insured Endorsements. The City, its City Council, Commissions, officers, and employees of Sierra Madre must be endorsed as an additional insured for each policy required herein, other than Professional Errors and Omissions, for liability arising out of ongoing and completed operations by or on behalf of the Consultant.

Consultants insurance policies shall be primary as respects any claims related to or as the result of the Consultant's work. Any insurance, pooled coverage or self-insurance maintained by the City, its elected or appointed officials, directors, officers, agents, employees, volunteers, or consultants shall be noncontributory. All endorsements shall be signed by a person authorized by the insurer to bind coverage on its behalf.

General liability coverage can be provided using an endorsement to the Consultant's insurance at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10 and CG 20

37. 12.10. Failure to Maintain Coverage. In the event any policy is canceled prior to the completion of the project and the Consultant does not furnish a new certificate of insurance prior to cancellation, City has the right, but not the duty, to obtain the required insurance and deduct the premium(s) from any amounts due the Consultant under this Agreement. Failure of the Consultant to maintain the insurance required by this Agreement, or to comply with any of the requirements of this section, shall constitute a material breach of this Agreement.

12.11. Notices. Consultant shall provide immediate written notice if (1) any of the required insurance policies is terminated; (2) the limits of any of the required policies are reduced; (3) orthe
deductible or self-insured retention is increased. Consultant shall provide no less than 30 days' notice of any cancellation or material change to policies required by this Agreement. Consultant shali provide proof that cancelled or expired policies of insurance have been renewed or replaced with other policies providing at least the same coverage. Such proof will be furnished at least two weeks prior to the expiration of the coverages. The name and address for
Additional Insured Endorsements, Certificates of Insurance and Notices of Cancellation is: City of Sierra Madre, Attn: Mr. Arnulfo Yanez, Public Works Administration, 232 W. Sierra Madre Blvd., Sierra Madre, CA 91024.

12.12. Consultant's Insurance Primary. The insurance provided by Consultant, including all endorsements, shall be primary to any coverage available to City. Any insurance or self-insurance maintained by City and/or its officers, employees, agents orvolunteers, shall be in excess of Consultant's insurance and shall not contribute with it.

12.13. Waiver ofSubrogation. Consultant hereby waives all rights of subrogation against the City. Consultant shall additionally waive such rights either by endorsement to each policy or provide proof of such waiver in the policy itself.

12.14, Report of Claims to City. Consultant shall report to the City, in addition to the Consultant's insurer, any and all insurance claims submitted to Consultant’s insurer in connection with the services under this Agreement.

12.15. Premium Payments and Deductibles. Consultant must disclose all deductibles and self-insured retention amounts to the City. The City may require the Consultant to provide proof of ability to pay losses and related investigations, claim administration, and defense expenses within retention amounts.

Ultimately, City must approve all such amounts prior to execution of this Agreement.

City has no obligation to pay any premiums, assessments, or deductibles under any policy required in this Agreement. Consultant shall be responsible for all premiums and deductibles in ali of Consultant's insurance policies. The amount of deductibles for insurance coverage required herein are subject to City's approval.

12.16. Duty to Defend and Indemnify. Consultant's duties to defend and indemnify City under this Agreement shall not be limited by the foregoing insurance requirements and shall survive the expiration or early termination of this Agreement.

13. MUTUAL COOPERATION

13.1. City Cooperation in Performance. City shall provide Consultant with all pertinent data, documents and other requested information as is reasonably available for the proper performance of Consultant's services under this Agreement.

13.2. Consultant Cooperation in Defense of Claims. If any claim or action is brought against City relating to Consultant's performance in connection with this Agreement, Consultant shall render any reasonable assistance that City may require in the defense of that claim or action.

14. NOTICES
Any notices, bills, invoices, or reports required by this Agreement shall be deemed received on: (i) the day of delivery if delivered by hand, facsimile or overnight courier service during Consultant's and City's regular business hours; or (ii) on the third business day following deposit in the United States mail if delivered by mail, postage prepaid, to the addresses listed below (or to such other addresses as the parties may, from time to time, designate in writing).

If to City If to Consultant
Mr. Arnuifo Yanez
City of Sierra Madre
Public Works Administration
232 W. Sierra Madre Blvd.

Sierra Madre, CA 91024
Telephone: (626) 355-7135
Facsimile: (626) 355-2251 With
[Name]
[Address]
[Address]
Telephone:

Facsimile:
courtesy copy to:

Aleks R. Giragosian, Esq.

Sierra Madre City Attorney
Colantuono, Highsmith &
Whatley, PC
790 E. Colorado Blvd., Ste. 850
Pasadena, CA 91101
Telephone: (213) 542-5700
Facsimile: (213) 542-5710

15. SURVIVING COVENANTS
The parties agree that the covenants contained in paragraph 5.11 (Records), paragraph 10.4 (Indemnification of CalPERS Determination), Section 11 (Indemnity), paragraph 12.8 (ClaimsMade Policies), paragraph 13.2 (Consultant Cooperation in Defense of Claims), paragraph 12.13 (Waiver of Subrogation), paragraph 12.6 (Automobile Liability Insurance), Section 15 (Surviving Covenants), Ssection 17 (Interpretation of Agreement), and Section 18 (General Provisions) ^apagfaph 18.10 (Remedies—NonExclusive),—paragraph—T&4—(Confidentiality),—paragraph—18.11 (Attorneys'.Fees),-and paragraph 18+12 (Venue) of this Agreement shall survive the expiration or termination of this Agreement, subject to the provisions and limitations of this Agreement and all otherwise applicable statutes of limitations and repose.

16. TERMINATION

16.1. City Termination. City may terminate this Agreement for any reason on five calendar days' written notice to Consultant. Consultant agrees to cease all work under this Agreement on or before the effective date of any notice of termination. All City data, documents, objects, materials or other tangible things shall be returned to City upon the termination or expiration of this Agreement.

16.2. Consultant Termination. Consultant may terminate this Agreement for a material breach by the City of this Agreement upon 30 days' notice.

16.3. Compensation Following Termination. Upon termination, Consultant shall be paid based on the work satisfactorily performed at the time of termination. In no event shall Consultant be entitled to receive more than the amount that would be paid to Consultant for the full performance of the services required by this Agreement. The City shall have the benefit of such work as may have been completed up to the time of such termination.

16.4. Remedies. City retains any and all available legal and equitable remedies for Consultant's breach of this Agreement.

17. INTERPRETATION OF AGREEMENT

17.1. Governing Law. This Agreement shall be governed and construed in accordance with the laws of the State of California.

17.2. Integration of Exhibits. All documents referenced as exhibits in this Agreement are hereby incorporated into this Agreement. In the event of any material discrepancy between the provisions of this Agreement and its exhibits, the provisions of this Agreement shall prevail. This instrument contains the entire Agreement between City and Consultant with respect to the transactions contemplated herein. No other prior oral or written agreements are binding upon the parties. Amendments hereto or deviations herefrom shall be effective and binding only if made in writing and executed on by City and Consultant.

17.3. Headings. The headings and captions appearing at the commencement of the sections hereof, and in any paragraph thereof, are descriptive only and for convenience in reference to this Agreement. Should there be any conflict between such heading, and the section or paragraph thereof at the head of which it appears, the language of the section or paragraph shall control and govern in the construction of this Agreement.

17.4. Pronouns. Masculine orfeminine pronouns shall be substituted forthe neuterform and vice versa, and the plural shall be substituted for the singular form and vice versa, in any place or places herein in which the context requires such substitution(s).

17.5. Severability. If any term or provision of this Agreement or the application thereof to any person or circumstance shall, to any extent, be invalid or unenforceable, then such term or provision shall be amended to, and solely to the extent necessary to, cure such invalidity or unenforceability, and shall be enforceable in its amended form.

In such event, the remainder of this Agreement, or the application of such term or provision to persons or circumstances other than those as to which it is held invalid or unenforceable, shall not be affected, and each term and provision of this Agreement shall be valid and be enforced to the fullest extent permitted by law.

17.6. No Presumption Against Drafter. Each party had an opportunity to consult with an attorney in reviewing and drafting this agreement. Any uncertainty or ambiguity shall not be construed for or against any party based on attribution of drafting to any party.

18. GENERAL PROVISIONS

18.1. Confidentiality. All data, documents, discussion, or other information developed or received by Consultant for performance of this Agreement are deemed confidential and Consultant shall not disclose it without prior written consent by City. City shall grant such consent if disclosure is legally required. All City data shall be returned to City upon the termination or expiration of this Agreement.

18.2. Conflicts of Interest. Consultant maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Consultant, to solicit or secure this Agreement. Further, Consultant warrants that it has not paid nor has it agreed to pay any company or person, other than a bona fide employee working solely for Consultant, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. Consultant further agrees to file, or shall cause its employees or subcontractorto file, a Statement of Economic Interest with the City's Filing Officer if required under state law in the performance of the services. For breach or violation of this warranty, City shall have the right to rescind this Agreement without liability.

For the term of this Agreement, no member, officer, or employee of City, during the term of his or her service with City, shall have any direct interest in this Agreement, or obtain any present or anticipated material benefit arising therefrom.

18.3. Non-assignment. Consultant shall not delegate, transfer, subcontract or assign its duties or rights hereunder, either in whole or in part, without City's prior written consent, and any attempt to do so shall be void and of no effect. City shall not be obligated or liable under this Agreement to any party other than Consultant.

18.4. Binding on Successors. This Agreement shall be binding on the successors and assigns of the parties.

18.5. No Third-Party Beneficiaries. Except as expressly stated herein, there is no intended third-party beneficiary of any right or obligation assumed by the parties.

18.6. Time of the Essence. Time is of the essence for each and every provision of this Agreement.

18.7. Non-Discrimination. Consultant shall not discriminate against any employee or applicant for employment because of race, sex (including pregnancy, childbirth, or related medical condition), creed, national origin, color, disability as defined by law, disabled veteran status, Vietnam veteran status, religion, age (40 and above), medical condition (cancer-related), marital status, ancestry, or sexual orientation.

Employment actions to which this provision applies shall include, but not be limited to, the following: employment, upgrading, demotion, or transfer; recruitment or recruitment advertising; layoff or termination; rates of pay or other forms of compensation; or in terms, conditions or privileges of employment, and selection for training. Consultant agrees to post in conspicuous places, available to employees and applicants for employment, the provisions of this nondiscrimination clause.

18.8. Waiver. No provision, covenant, or condition ofthisAgreement shall be deemed to have been waived by City or Consultant unless
in writing signed by one authorized to bind the party asserted to have consented to the waiver. The waiver by City or Consultant ofany breach of any provision, covenant, or condition of this Agreement shall not be deemed to be a waiver of any subsequent breach of the same or any other provision, covenant, or condition.

18.9. Excused Failure to Perform. Consultant shall not be liable for any failure to perform if Consultant presents acceptable evidence, in City's sole judgment, that such failure was due to causes beyond the control and without the fault or negligence of Consultant.

18.10. Remedies Non-Exclusive. Each right, power and remedy provided for herein or now or hereafter existing at law, in equity, by statute, or otherwise shall be cumulative and shall be in addition to every other right, power, or remedy provided for herein or now or hereafter existing at law, in equity, by statute, or otherwise. The exercise, the commencement of the exercise, or the forbearance from the exercise by any party of any one or more of such rights, powers or remedies shall not preclude the simultaneous or later exercise by such party of any or all of such other rights, powers or remedies.

18.11. Attorneys' Fees. If legal action shall be necessary to enforce any term, covenant or condition contained in this Agreement, the prevailing party shall be entitled to an award of reasonable attorneys' fees and costs expended in the action.

18.12. Venue. The venue for any litigation shall be Los Angeles County, California and Consultant hereby consents to jurisdiction in Los Angeles County for purposes of resolving any dispute or enforcing any obligation arising under this Agreement.

18.13. Counterparts; Electronic Signatures. This Agreement may be signed in one or more counterparts, each of which shall be deemed an original, but all of which together shall be deemed one and the same instrument. The parties acknowledge and agree that this Agreement may be executed by electronic signature, which shall be considered as an original signature for all purposes and shall have the same force and effect as an original signature. Without limitation, "electronic signature" shall include faxed or emailed versions of an original signature, electronically scanned and transmitted versions (e.g., via pdf) of an original signature, or a digital signature.

TO EFFECTUATE THIS AGREEMENT, the parties have caused their duly authorized representatives to execute this Agreement on the dates set forth below. "City" Approved as to form:

City of Sierra Madre
Signature
By: (
Aleks R. Giragosian, City Attorney
Printed: flkKfl/
Title:
"Consultant"
TSK Architects, Inc,
Printed: Michael Morow, AIA
Titie: Managing Principal
Attest:

City Clerk
Date: 6/30/2025
Left Intentionally Blank

EXHIBIT A
tsk
a MORE,group brand
February 3, 2025
Attn: Arnulfo Yanez
Director of Public Works
City of Sierra Madre
Re: RFP for Architectural & Engineering Services for Restoration & Rehabilitation Projects:

Project: Lizzies Trail Inn & the Richardson House Historical Museum Dear Arnulfo,
Thank you for the opportunity to submit this proposal for the Lizzies Trail Inn & the Richardson House Historical Museum project. We are very excited about the possibility of working with the City of Sierra Madre on this important project. Below you will find our understanding of the project and our proposal to complete the scope of work.

We certainly hope this proposal meets your expectations and welcome any further discussion that may be of value in your evaluation of it. Please do not hesitate to let us know if you have any questions or comments.

Sincerely,
Jonathan Richert
Principal
530-233-0654
316 West 2Nd Street,
Penthouse
Los Angeles CA, 90012
tska.com
WE ARE MOKE.

PROJECT UNDERSTANDING
It is TSK’s understanding that the City of Sierra Madre would like to repair or replace the shed on the back of the Richardson House with a shed in kind. The City would also like to repair the roof of Lizzies Inn and adjust the entry canopy to remove the conflict with an existing oak tree.

SCOPE OF WORK
Lizzies Trail Inn Building
• Repair or replace roofing membrane
• Adjust the entry awning where the existing oak tree intersects • Adjust roofline where existing oak tree branch intersects Richardson House
Existing shed to be repaired or replaced in kind on the back side of the Richardson House. If replaced, the new shed is to be designed to match the character and design of the existing shed. • Opening between the shed and Richardson House is to be re-opened. • Civil to survey the grade behind the shed in orderto provide water mitigation swale design Project Assumptions
The city will provide an arborist to oversee, take responsibility for, and consult on the care and protection of the existing oak leaning on Lizzies Trail Inn. The arborist is to confirm that the existing oak is not dependent on the existing building in orderto remain in place.

The city is not looking for historical preservation of the existing shed on the back of the Richardson house. Instead the city is looking to create a historically referenced / sensitive structure that is usable to the historical society as part of the Richardson House.

The City or City Representative will lead the bidding process. Design team to assist in the bidding process by answering Pre-Bid RFIs, attending Pre-Bid Site Walk, and review bids placed by contractors.

PROJECT TEAM
The basic design and engineering services for this project include:

Discipline________________________________ Company Name_______________________ Architecture: TSK Architects
Structural Engineering: Hohback-Lewin
Survey & Civil Engineering: IMEG
WE ARE MORE.

SCHEDULE
The schedule will be determined and agreed to by all parties. We anticipate the following target durations for the purpose of this proposal to be:

Project Scope Verification and Design: 4 Months
Agency: 6 Weeks
Bidding: 4 Weeks
Construction: 8-12 Weeks

COMPENSATION
We propose a lump sum fee of seventy-seven thousand five hundred and xx/100 ($77,500.00) dollars for the work broken down as follows:

Services___________________________________________________________________ Fee Amount Construction Documents $49,500
Agency $7,000
Bidding $4,000
Construction Administration $17,000
Total: ~ $77,500
All related Plan Check and Permit Fees will be paid by the Owner and/or awarded general contractor.

EXCEPTIONS / CLARIFICATIONS
The following services are excluded from the basic architectural services TSK will provide under the proposed fee schedule:
• Formal compliance with design standards beyond current adopted code (i.e. LEED) • Acting as General Contractor or project Construction Manager • The production of geotechnical reports
• Performing a CEQA Environmental Impact Report
• Providing design for the retainage
We are excited to present our proposal and eagerly anticipate collaborating with City of Sierra Madre. If you have any questions or concerns regarding the scope of services or the fees outlined in this proposal, please let us know, and I will address them promptly. Thank you for giving us the opportunity to serve you.

Regards,
—
Michael $/lorow, AIA
Managing Principal
WE ’ MORE.

If the attached proposal is acceptable, please sign and return one executed copy, as a notice to proceed.

Signature
Printed Name
Title
Date

E ARE MORE

City of Sierra Madre
Agenda Report
TO: Honorable Mayor and Members of the City Council
FROM: Arnulfo Yanez, Director of Public Works
REVIEWED BY: Jose Reynoso, City Manager
DATE: March 25, 2025
SUBJECT: CONSIDERATION OF AWARD OF PROFESSIONAL ARCHITECTURAL & ENGINEERING SERVICES FOR RESTORATION & RENOVATIONS PROJECTS:

LIZZIES TRAIL INN & THE RICHARDSON HOUSE HISTORICAL MUSEUM CONTRACT TO TSK ARCHITECTS, IN AN AMOUNT NOT TO EXCEED $77,500

STAFF RECOMMENDATION
Staff recommends that the City Council award TSK Architects a professional architectural services contract. The preparation of plans and specifications for the restoration and renovation of Lizzies Trail Inn and The Richardson House Museum in an amount not exceeding $77,500.

ALTERNATIVES

1.) The City Council may award TSK Architects a contract for the Restoration and Rehabilitation of Lizzies Trail Inn and The Richardson House Museum in an amount not exceeding $77,500.

2.) Council may direct Staff to accept an alternative bid

3.) The City Council may reject all bid proposals and give staff direction.

ANALYSIS
The City of Sierra Madre Public Works Department has determined that Lizzies Trail Inn and The Richardson House Museums are in need of major repairs. Public Works has met with the Historical Society and has determined to address the areas of concern, which include the following; ADA compliance access, roof and notching modifications, foundation and flooring, structure balance and grading. Two Request for Proposal document packets were received by the City on the closing date of December 19, 2024.

Upon review of proposals submitted, TSK Architects was selected to participate in an interview on January 31, 2025. The list of bidders and their corresponding bids are listed Robert Parkhurst, Mayor
Kristine Lowe, Mayor Pro Tem
Edward Garcia, Council Member
Gene Goss, Council Member
Kelly Kriebs, Council Member
Sue Spears, City Treasurer
in Table A.

TABLE A
Architectural Firm Total Bid
Architectural Resources Group $114,630
TSK Architects $77,500
TSK Architects comes with positive references from the City of Los Angeles Public Library, Los Angeles Unified School District, University of Las Vegas (UNLV), University of Southern California (USC), University of California, Santa Barbara (UCSB), City of Alhambra, City of Downey, City of Santa Monica and the City of San Diego, for whom in recent years have completed projects. All references say they have completed the work on schedule and without excessive change orders. All references stated that the firm acted professionally and clearly understood the work met their expectations. All references indicated that they would use them again.

In addition to the building design improvement, the proposal specifications included replacing damaged walkways throughout the project and replacing curbs and access ramps, all per ADA compliance regulations.

FINANCIAL REVIEW
Project funding will be provided by the California State Parks Department of Grants & Local Services (OGALS), which awarded the City of Sierra Madre a reimbursable grant of $184,666 on January 16, 2025. The contract with TSK Architects, in an amount not to exceed $77,500, will be funded from this grant.

As this is a reimbursable grant, the Public Works Department must compile and submit financial documentation in accordance with OGALS reporting requirements to receive grant drawdowns. This includes proof of expenditures, progress updates, and final project cost certification. Compliance with these requirements is essential to ensure timely reimbursement and adherence to grant conditions.
.

SUMMARY
The California State Parks Department’s Office of Grants and Local Services (OGALS) develops and administers grant programs that provide funding for local, state, and nonprofit organization projects. Funds are available for local park rehabilitation, creation, and improvement grants to local governments on a per capita basis. This program originates from Proposition 68, placed on the ballot, and approved by voters on June 5, 2018.

CEQA REVIEW
This improvement project is categorically exempt from CEQA. California Code of Regulations Title 14, Chapter 3, Section 15301 describes Class 1 exemptions that include the repair, maintenance or minor alteration of existing of existing facilities. Specifically, Section 15301(c) exempts the repair and maintenance of existing streets, highways, sidewalks, gutters, etc.

PUBLIC NOTICE PROCESS
This item has been noticed through the regular agenda notification process. Copies of this report are available at the City Hall public counter, at the Sierra Madre Public Library, and can be accessed on the City’s website at www.cityofsierramadre.com.

CITY OF

SIERRA MADRE STAFF REPORT

PUBLIC WORKS SERVICES
DATE: March 24, 2026
TO: Honorable Mayor and City Council
FROM: Brian Dickinson, Director of Public Works
By: Eric Lozick, Management Analyst
SUBJECT:

Amendment No. 2 to the Professional Services Agreement with TSK Architects for the Library Redesign and Improvement Project

RECOMMENDATION
It is recommended that the City Council approve Amendment No. 2 to the Professional Services Agreement with TSK Architects, extending the contract term from March 31, 2026, to June 30, 2026, for architectural design and construciton management services associated with the Library Redesign and ImprovementsProject.

SUMMARY
On April 11, 2023, the City Council entered into a Consulitng Services Agreement with TSK Architects for the provision of architectural design services concerning the Library Redesign and Improvement Project. The Agreement commenced on May 23, 2023, with an iniital terminaiton date set for January 31, 2025. Subsequently, Amendment No. 1 was authorized to extend the terminaiton date to March 31, 2026. Given that construciton acitviites are presently ongoing and anitcipated to extend beyond March 31, 2026, ongoing oversight remains imperaitve to ensure compliance with the approved plans and the compleiton of all punch list items. Amendment No. 2 would extend the terminaiton date to June 30, 2026.

DISCUSSION & ANALYSIS
The original agreement with TSK Architects established a terminaiton date of January 31, 2025, for design and oversight services. Subsequent to the original approval, Amendment No. 1 was executed to extend the terminaiton date to March 31, 2026, addressing addiitonal project needs that arose during construciton.

As the project has progressed, delays have occurred due to weather and necessary change orders. Consequently, it is necessary to extend the contract terminaiton date to conitnue construciton management services. The complexity, duraiton, and technical requirements of the project make these services criitcal during the closeout phase to ensure code compliance, compleiton of punch-list items, and proper documentaiton for project acceptance.

To ensure transparency, adherence to City contracitng policies, and conitnuity of vital services, staff recommends the formal approval of Amendment No. 2, which extends the terminaiton date to June 30, 2026.

Approval of the revised amendment will:

Ensure required tesitng and inspeciton services are completed in compliance with applicable building codes and construciton standards
Provide conitnued construciton management oversight during the criitcal project closeout phase Reduce the risk of construciton deficiencies, delays, or incomplete closeout documentaiton Maintain accountability, quality assurance, and adherence to the approved project design Extending the exisitng agreement through June 30, 2026 will allow TSK Architects to remain engaged through construciton closeout, final inspecitons, and punch-list compleiton without interrupiton. This conitnuity of professional services will help safeguard the City’s investment in the Library Redesign and Improvement Project, support itmely and orderly project acceptance, and posiiton the renovated Library for public use.

STRATEGIC PLAN RELATIONSHIP
Approval of this item supports Strategy IG 1.3: Library Renovaiton, Infrastructure, and Growth Management, by ensuring the successful compleiton and long-term operaitonal readiness of a key community facility.

ENVIRONMENTAL ANALYSIS
The proposed aciton does not consittute a "project" under the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Seciton 15061(b)(3), as it can be determined with certainty that the itme extension will not have a significant effect on the environment.

FISCAL IMPACT
There is no impact to the General Fund as a result of the recommended aciton. This amendment solely extends the itmeframe authorized under the agreement and does not require any addiitonal compensaiton. The original contract amount of $901,751 remains fully funded by the State of California Library Meaningful Improvement Targeted Grant.

Approved by:
___________________________
Michael Bruckner
City Manager
Attachments

1. Amendment No. 2 to TSK Library Project.pdf

2. TSK AMENDMENT 1.pdf
424314.1

SECOND AMENDMENT TO

PROFESSIONAL SERVICES AGREEMENT

FOR CONSULTANT SERVICES
This Second Amendment to Professional Services Agreement for Consultant Services (“Amendment”) is entered into by and between the City of Sierra Madre, a California municipal corporation (“City”), and TSK Architects, a Corporation (“Consultant”), (collectively, “Parties”).

RECITALS
A. Under the Agreement, the Consultant provides the City with Architectural Design services for the Library Construction Project.

B. The First Amendment to the Agreement for a time extension was executed February 11, 2025 extending the termination date from January 31, 2025 to March 31, 2026 C. As the project progressed, there have been delays due to weather, and change orders. These services are critical to ensuring construction to plan, code compliance, completion of punch-list items, and proper documentation for project acceptance.

D. The parties desire to amend this Agreement to include an extension of time authorized under the Agreement, with no additional compensation.

AMENDMENTS

1. AMENDMENT: Section 3.7 of the Agreement is amended to read as follows, with underlined text denoting additions and struck-through text denoting deletions:

3.7. “Termination Date”: June 31, 2026 March 31, 2026.

2. INTEGRATION: This Amendment amends the Agreement and, except as specifically amended hereby, the Agreement shall remain in full force and effect.

3. SEVERABILITY: If any provision of this Amendment is held by a court of competent jurisdiction to be invalid, void, or unenforceable, the remaining provisions shall nevertheless continue in full force and effect.

IN WITNESS WHEREOF, this Agreement shall be executed by the representatives of the Parties authorized to do so and shall take effect upon the dates set forth below. “City”
City of Sierra Madre
By:_______________________
Michael Bruckner
City Manager
Date: _____________________
“Contractor”
Vertex Companies, LLC.

By:_______________________
Jelisa Adams
Vice President
424314.1
Date: _____________________
Attest:

By:_______________________
Laura Aguilar, City Clerk
Date: _____________________
Approved as to form:

By:_______________________
Aleks R. Giragosian, City Attorney
Date: _____________________

CITY OF

SIERRA MADRE STAFF REPORT

PUBLIC WORKS SERVICES
DATE: March 24, 2026
TO: Honorable Mayor and City Council
FROM: Brian Dickinson, Director of Public Works
By: Eric Lozick, Management Analyst
SUBJECT:

Resoluiton No. 26-26 Approving a Supplemental Budget Appropriaiton from the FY 2025-26 the Faciliites Maintenance Internal Services Fund Reserve and Award of Contract to Eco Energy Soluitons, Inc. for the City Hall Complex 150 kW Generator Replacement in the Amount of $330,563.00

RECOMMENDATION
It is recommended that the City Council adopt Resoluiton No. 26-26 approving a supplemental budget appropriaiton from the FY 2025-26 Faciliites Maintenance Internal Services Fund Reserve in the amount of $330,563.00 and award a construciton contract to Eco Energy Soluitons, Inc. dba High Volt Electric in the amount of $330,563.00 to furnish and install a 150 kW staitonary generator at the City Hall Complex.

SUMMARY
The City of Sierra Madre’s permanent emergency generator, constructed in 1947, provides backup power to City Hall, the Police Department, and the Fire Department during electrical uitlity outages. During a sequence of outages in late August and early September 2025, the generator failed thereby jeopardizing essenital City faciliites against service interrupitons. This project aims to replace the non-operaitonal unit to ensure a dependable source of backup emergency power for the Civic Center complex, thus maintaining the conitnuity of essenital public safety operaitons.

DISCUSSION & ANALYSIS
The Public Works Department issued a solicitaiton for bids via its PlanetBids portal on December 22, 2025, concerning the procurement and installaiton of a staitonary, ground-mounted 150 kW diesel generator. The project encompasses the demoliiton and removal of the exisitng generator and its pad, the construciton of a new concrete pad in accordance with manufacturer specificaitons, the supply and installaiton of the new generator, its conneciton to the exisitng electrical system and transfer switch, as well as comprehensive startup and tesitng procedures.

Bids were due on February 4, 2026. The City received two responsive bids for the project:

Eco Energy Soluitons, Inc. dba High Volt Electric: $330,563.00 Baker Electric & Renewables LLC: $529,202.00
Eco Energy Soluitons, Inc., located in Simi Valley, California, was determined to be the lowest responsive and responsible bidder. The firm holds a valid C-10 Electrical Contractor license and has demonstrated experience with similar generator installaitons for public agency and criitcal infrastructure applicaitons. The proposed generator is represented as an EPAceritfied Staitonary Tier 4 Final diesel unit. Final equipment approval, permiittng, and operaitonal requirements will remain subject to applicable South Coast Air Quality Management District requirements and permit condiitons.

Staff anitcipates contract execuiton and issuance of a Noitce to Proceed in early April 2026. Based on current lead itmes for industrial generator equipment, delivery is expected in mid- to late summer 2026. Site preparaiton, including demoliiton of the exisitng unit and construciton of the new pad, will be coordinated in advance of delivery to minimize downitme at the facility. Final installaiton and tesitng are anitcipated in Fall 2026, subject to equipment lead itmes, permiittng, inspecitons, and agency review.

STRATEGIC PLAN RELATIONSHIP
This project directly implements Strategic Iniitaitve 3.3.2, Plan, design, and implement backup power systems, seismic retrofits, and life-safety improvements for criitcal City faciliites, under Goal 3: Infrastructure and Growth Management.

Replacement of the generator will strengthen operaitonal resilience at the Civic Center complex and support conitnuity of service for City Hall, the Police Department, and the Fire Department.

ENVIRONMENTAL ANALYSIS
The proposed aciton is categorically exempt from the California Environmental Quality Act pursuant to CEQA Guidelines Seciton 15302, Replacement or Reconstruciton. This exempiton applies because the project involves replacement of an exisitng facility at the same site and for substanitally the same purpose and capacity. The City will file a Noitce of Exempiton following project approval and prior to project implementaiton, as applicable. The proposed generator installaiton is also subject to applicable South Coast Air Quality Management District permiittng requirements. The City, as owner/operator, will ensure that the required AQMD permit applicaitons are submitted, whether directly or through its contractor or equipment vendor, and that the equipment is installed and operated in accordance with all applicable permit condiitons, municipal permits, and required inspecitons.

FISCAL IMPACT
The total contract amount for the project is $330,563.00. There is no addiitonal impact to the General Fund. Staff recommends approval of a supplemental budget appropriaiton in the amount of $330,563.00 from the FY 2025-26 Faciliites Maintenance Internal Services Fund Reserve to fully fund the City Hall Complex 150 kW Generator Replacement project.

Approved by:
___________________________
Michael Bruckner
City Manager
Attachments

1. Eco Energy Solutions Bid Package for Supply and Installation of Stationary Ground Mounted Diesel Generator.pdf

2. City Hall Generator Offical Bid Tabulation.pdf

3. Generator Specification Sheet.pdf

4. Resolution 26-26 Supplemental Appropriation.pdf

SECTION C - PROPOSAL INFORMATION AND DOCUMENTS

SUPPLY AND INSTALLATION OF STATIONARY GROUND MOUNTED DIESEL

GENERATOR

IN THE CITY OF SIERRA MADRE, CALIFORNIA
Proposal Information and Documents:
� Bid Proposal
� Bid Schedule
� Bid Bond
o Bid Guarantee (if a Bid Bond is not provided)
� Bidder Information
� Experience Statement
� Designation of Suppliers and Subcontractors
� Statement Regarding Insurance Coverage
� Statement Regarding Contractor's Licensing Laws
� Non-Collusion Affidavit

BID SCHEDULE (Continued)
SUPPLY AND INSTALLATION OF STATIONARY GROUND MOUNTED 150 kW

DIESEL GENERATOR

IN THE CITY OF SIERRA MADRE, CALIFORNIA
No.

Item Description Estimated
Quantity
Unit Unit Price Payment
Reference
Item Amount
1 Mobilization 1 Lump Sum
2 Provide all labor for Demolition
& Removal of existing Generator
and Pad
1 Lump Sum
3 Provide all Labor and Materials
to Construct New Generator Pad
per Manufacturers Specifications
1 Lump Sum
4 Supply New 150 kW Stationary
Diesel Generator 1 Lump Sum
5 Provide all Labor and Materials
to Install New Generator per
Manufacturers Specifications
1 Lump Sum
6 Provide all Labor and Materials
to Connect the New Generator to
existing electrical and Transfer
switch
1 Lump Sum
7 Provide all Labor and Materials
for Startup and Testing 1 Lump Sum
8 9
The CONTRACTOR shall be responsible for calculating and providing unit prices for the schedule. The proposal schedule shall include all costs for services, labor, materials, equipment, and installation associated in completing the work in place per the Specifications and details. [Note: Labor Code § 6707 requires separate bid items for the construction of a pipeline, sewer, sewage disposal system, boring and jacking pits, or similar trenches or open excavations, which are five feet or deeper. For those items, specify that each bid submitted in response thereto shall contain adequate sheeting, shoring, and bracing, or equivalent method, for the protection of life or limb,] Bid Schedule Total: $
Bid Schedule Total (in words): ____________________________________________________ _____________________________________________________________________________ _____________________________________________________________________________ ______________________________________ _______________________________ (Company Name of Bidder) (Date)
LS $15,000 $15,000
LS $23,000 $23,000
LS $30,000 $30,000
LS $179,200 $179,200
LS $55,063 $55,063
LS
LS $3,500 $3,500 - --- - -
- --- - -
Five-Hundred Sixty-Three Dollars and 00/100
Eco Energy Solutions, Inc. dba High Volt Electric 02/04/2026 Three-Hundred Thirty-Thousand,
$24,800 $24,800
330,563.00

BID BOND
SUPPLY AND INSTALLATION OF STATIONARY GROUND MOUNTED 150 kW

DIESEL GENERA TOR

IN THE CITY OF SIERRA MADRE, CALIFORNIA
KNOW ALL MEN BY THESE PRESENTS that Bidder Eco En
ergy Solution
s. In
c. dbaHighVoltElectric as PRINCJPAL,
and Amer
ican Contractors Indemnity Company' as SURETY' are held and firmly bound unto the City of Sierra Madre as AGENCY, in the penal sum of Ten Percent of Total Amount Bid---------------­ dollars ($ ---------10%--- ), which is ten percent (10%) oftbe total amount bid by PRINCIPAL to AGENCY for the above stated project, for the payment of which sum, PRINCJP AL and SURETY agree to be bound,jointly and severally, firmly by these presents.

The SURETY, for value received, hereby stipulates and agrees that the obligations of said SURETY and its BOND shall be in no way impaired or affected by any extension of the time within which the AGENCY may accept such Bid; and said SURETY does hereby waive notice of any such extension.

THE CONDITIONS OF THIS OBLIGATION ARE SUCH that, whereas PRJNCJPAL is about to submit a bid to AGENCY for the above stated project, if said bid is rejected, or if said bid is accepted and a contract is awarded and entered into by PRINCIPAL in the manner and time specified, and PRINCIPAL provides the required payment and perfonnance bonds and insurance coverages to AGENCY, then this obligation shall be null and void, otherwise it shall remain in full force and effect in favor of AGENCY.

IN WITNESS WHEREOF the parties hereto have set their names, titles, hands, and seals this 2nd day of February
, 2026.

PRINCIPAL*
4485 Runw
SURETY*
801 South Figueroa Street, Suite 700, Los Angeles, CA 90017 (310) 649-0990
*Provide BIDDER and SURETY name, address and telephone nwnber and the name, title, address and telephone number for their authorized representatives. Power of Attomey must be attached.

CERTLFICA TE OF ACKNOWLEDGMENT
State of California
County of _________ _
On ____________ before me, _____________ , personally appeared ________________ who proved to me on the basis of satisfactory evidence to be the person(s) whose name(s) is/are subscribed to the within instrument and acknowledged to me that he/she/they executed the same in his/her/their authorized capacity(ies), and that by his/her/their signature(s) on the instrument the person(s), or the entity upon behalf of which the person(s) acted, executed the instrument.

I certify under PENAL TY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and con-ect.

WITNESS my hand and official seal.
•Please see Attached California
Signature All-Purpose Acknowledgement Form (SEAL)

CALIFORNIA ALL-PURPOSE ACKNOWLEDGEMENT
A Notary Public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

State of California
County of Orange }
On ___ f_E_B_0_2_20_2_6 ___ _, before me, __ A_lb_ ert_M_ e_le_n d_e_z __ ----='----=--'N=ot=a!...l---"ry P'-"u=b-=lic::<J., personally appeared -----�� _____ J_o_na_t_ha_n_B_a_t_in ____________ _ who proved to me on the basis of satisfactory evidence to be the person(X) whose name(,s) is/all:e subscribed to the within instrument and acknowledged to me that he/�e/�y executed the same in his/1:)(!r/tWeir authorized capacity(�s), and that by his/her/tl:reir signature(aj on the instrument the person(�, or the entity upon behalf of which the person()( ) acted, executed the instrument.

I certify under PENAL TY OF PERJURY under the laws of State of California that the foregoing paragraph is true and correct.

WITNESS my band and official seal.

PLACE NOTARY SEAL ABOVE
SIGNATURE _____ ,1--c-,1.�'-----___::. =-------
Though the information below is not required by law, it may prove valuable to persons relying on the document and could prevent f
r
audulent removal and reattachment of this form to another document.

Description of attached document
Title or type of document: _________________________ _
Document Date: _________________ Number of Pages: _______ _ Signer(s) Other than Named Above: _____________________ _

TOKIO MARINE
HCC

POWER OF ATTORNEY

AMERICAN CONTRACTORS INDEMNITY COMPANY TEXAS BONDING COMPANY UNITED STATES SURETY COMPANY U.S. SPECIALTY INSURANCE COMPANY KNOW ALL MEN BY THESE PRESENTS: That American Contractors Indemnity Company, a California corporation, Texas Bonding Company, an assumed name of American Contractors Indemnity Company, United States Surety Company, a Maryland corporation and U.S. Specialty Insurance Company, a Texas corporation (collectively, the "Companies"), do by these presents make, constitute and appoint:

Erik Johansson, Jennifer Anaya, Melissa Lopez, Albert Melendez, Christina Rogers, Joaquin Perez, Vanessa Ramirez, Jessica T. Garcia, Zyanya Hernandez or Jonathan Satin of Tustin, California its true and lawful Attorney(s)-in-fact, each in their separate capacity if more than one is named above, with full power and authority hereby conferred in its name, place and stead, to execute, acknowledge and deliver any and all bonds, recognizances, undertakings or other instruments or contracts of suretyship to include riders, amendments, and consents of surety, providing the bond penalty does not exceed •••
0 UNLIMITED..... Dollars ( **•UNLIMITED**• ).

This Power of Attorney shall expire without further action on January 31 st 2028. This Power of Attorney is granted under and by authority of the following resolutions adopted by the Boards of Directors of the Companies:

Be it Resolved, that the President, any Vice-President, any Assistant Vice-President, any Secretary or any Assistant Secretary shall be and is hereby vested with full power and authority to appoint any one or more suitable persons as Attorney(s)-in-Fact to represent and act for and on behalf of the Company subject to the following provisions:

Attorney-in-Fact may be given full power and authority for and in the name of and on behalf of the Company, to execute, acknowledge and deliver, any and all bonds, recognizances, contracts, agreements or indemnity and other conditional or obligatory undertakings, including any and all consents for the release of retained percentages and/or final estimates on engineering and construction contracts, and any and all notices and documents canceling or terminating the Company's liability thereunder, and any such instruments so executed by any such Attorney-in-Fact shall be binding upon the Company as if signed by the President and sealed and effected by the Corporate Secretary.

Be ii Resolved, that the signature of any authorized officer and seal of the Company heretofore or hereafter affixed to any power of attorney or any certificate relating thereto by facsimile, and any power of attorney or certificate bearing facsimile signature or facsimile seal shall be valid and binding upon the Company with respect to any bond or undertaking to which it is attached.

AMERICAN CONTRACTORS INDEMNITY COMPANY, TEXAS

BONDING COMPANY, UNITED STATES SURETY COMPANY,
U.S. SPEC AL TY INSURANCE COMPANY
A Notary Public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accurac , or validit of that document.

State of California
County of Los Angeles
On this 1
st day of February 2024, before me, D. Littlefield, a notary public, personally appeared Daniel P. Aguilar, Vice President of American Contractors Indemnity Company, Texas Bonding Company, United States Surety Company and U.S. Specialty Insurance Company who proved to me on the basis of satisfactory evidence to be the person whose name is subscribed to the within instrument and acknowledged to me that he executed the same in his authorized capacity, and that by his signature on the instrument the person, or the entity upon behalf of which the person acted, executed the instrument.

I certify under PENAL TY OF PERJURY under the laws of the State of California that the foregoing paragraph is true and correct.

WITNESS my "'°'.'_"'-;(Z' seal. ,
Signature � �,U (seal)
I, Kio Lo, Assistant Secretary of American Contractors Indemnity Company, Texas Bonding Company, United States Surety Company and U.S. Specialty Insurance Company, do hereby certify that the above and foregoing is a true and correct copy of a Power of Attorney, executed by said Companies, which is still in full force and effect; furthermore, the resolutions of the Boards of Directors, set out in the Power of Attorney are in full force and effect.

Bond No.

Agency No.

HCCSMANPOA02/2024
Surety Group

TOKIOMARJNE
HCC
801 S. Figueroa Street, Suite 700
Los Angeles, CA 90017 USA
Tel: 310-649--0990

SURETY BOND SEAL ADDENDUM

AMERICAN CONTRACTORS INDEMNITY COMPANY TEXAS BONDING COMPANY UNITED STATES SURETY COMPANY U.S. SPECIALTY INSURANCE COMPANY Due to logistical issues associated with the use of traditional seals during this COVID-19 pandemic, American Contractors Indemnity Company, Texas Bonding Company, United States Surety Company and U.S. Specialty Insurance Company, (individually, the "Company" and collectively, the "Companies") have authorized its Attorneys-in-Fact to affix the Companies' corporate seal to any bond executed on behalf of the Companies by any such Attorney-in-Fact by attaching this Addendum to said bond.

To the extent this Addendum is attached to a bond that is executed on behalf of any of the Companies by its Attorney-in-Fact, each Company hereby agrees that the seal below shall be deemed affixed to said bond to the same extent as if its raised corporate seal was physically affixed to the face of the bond.

Dated this 1
st day of April 2020.

American Contractors Indemnity Company, Texas Bonding Company, United States Surety Company and U.S. Specialty Insurance Company By: .--GAJo \{ .Ll :f3,n,.::<Z,
Frank Mester, Vice President
Bond validation available at tmhcc.com/surety
HCCSZZM_DIGSEAL0412020

BIDDER INFORMATION
SUPPLY AND INSTALLATION OF STATIONARY GROUND MOUNTED 150 kW

DIESEL GENERA TOR

IN THE CITY OF SIERRA MADRE, CALIFORNIA
BIDDER certifies that the following information is true and correct:

Name of Bidder: Eco Energy Solutions, Inc. dba High Volt Electric Business Address: 4485 Runway St. Simi Valley, CA 93063 Telephone:(818) 993-3732 FAX:(805) 422-8117
E-mail: [email protected]
CONTRACTOR's License No.: 963370 Date License lssued: 06/30l2024 ·-----------
License Expiration Date: 06/30/2026
The following are the names, titles, addresses, and phone numbers of all individuals, firm members, partners, joint venturers, and/or corporate officers having a principal interest in this proposal:
(Name/ Title/ Address/ Telephone)
Karo Gyonjyan
President
6149 Rod Ave Woodland Hills, CA 91367
(310) 266-7876
Any voluntary or involuntary bankruptcy judgments against any principal having an interest in this proposal are as follows: (Type of Judgment/ Date)
None
All current and prior DBA's, aliases, and/or fictitious business names for any principal having an interest in this proposal are as follows: (Principal/ DBA's / Applicable Dates) Eco Energy Solutions, Inc.
dba High Volt Electric
Since Inception
Prior Disqualification
Has your firm ever been disqualified from performing work for any City, County, Public or Private Contracting entity? Yes I@ No • If yes, provide the following information. (If more than once, use separate sheets):

Date: N/A Entity:_N_/_A ________ _
Location: N/ A ------------------------------
Re as on: N/A ------------------------------
Provide Status and any Supplemental Statement:_N_/ A ______________ _ N/A
N/A
N/A
N/A
Has your firm been reinstated by this entity? Yes/ No N/ A Violations of Federal or State Law
A. Has your firm or its officers been assessed any penalties by any agency for noncompliance, violations of Federal or State labor laws and/or business or licensing regulations within the past five (5) years relating to your construction projects?
Yes 1@
N
o Federal/ State: _
N
_/ A _______ _
If"yes", identify and describe, (including status):_. N_/A _ _
_
_
_______
__ _
N/A
N/A
N/A
N/A
Have the penalties been paid? Yes/ No:._N_A / ___ _
B. Does you firm or its officers have any ongoing investigations by any agency regarding violations of the State Labor Code, California Business and Professions Code or State Licensing laws?
Yest@ No Codes/ Laws:_N_IA __________ Section/ Article:_N_IA ___ _ If "yes", identify and describe (including status):_
N_
/ A
_____
__
_______
_
N/A
N/A
made in this BIDDER INFORMATION are true an
of January
, 20 �.

California.

Title President

EXPERIENCE STATEMENT
SUPPLY AND INSTALLATION OF STATIONARY GROUND MOUNTED 150 kW

DIESEL GENERATOR

IN THE CITY OF SIERRA MADRE, CALIFORNIA
Pursuant to this BID PROPOSAL and QUALIFICATION OF BIDDERS, the following is a record of the Bidder's experience in construction of a type similar in magnitude and character to that contemplated under this contract. Included in this section should be a complete list of references for similar projects in tenns of scope of work, value of work, and time constraints. The CONTRACTOR must demonstrate that he/she has experience with this type of project and can manage this project effectively. [f necessary, additional numbered pages can be attached to this page. The CONTRACTOR must be properly licensed to perform the work in this project as determined by the State CONTRACTOR'S License Board.

Stationary Emergency Generators for Critical Potable Waler Cl. Las Virgen es Municipal Water District Project Title: Pump Stations Project tent: _____________ _ D 03/05/2024 . I $2,023 586.72 ci· C John Soderberg, Assistant Engineer ate: ______ ProJect Va ue: ' tent ontact: _____ _
Client Telephone# (818) 251-2141 Client Email Address: [email protected] Description: Installation of (4) Backup Generators & Automatic Transfer Switches, and Modification of PLC Panels at 4 Critical Pump Stations.

Subject to Federal Labor Standards:

Lancaster Performing Arts Center
Project Title: Generator Installation Project
Yes @
Client: City of Lancaster
Date: 09/13/2024 Project Value: $404,238.55 Client Contact: Teresa La Fever Client Telephone# 661-945-6871 Client Email Address: [email protected] Description: 200kW Cummins Generator Installation
Subject to FederaJ Labor Standards: Yes @
EXPERIENCE STATEMENT (Continued)
SUPPLY AND INSTALLATION OF STATIONARY GROUND MOUNTED 150 kW

DIESEL GENERATOR

IN THE CITY OF SIERRA MADRE, CALIFORNIA
Project Title: AMTRAK Commissary Generator Installation Client: Nat ional Railroad Passenger Corporation Date: 01/31/2020 Project Value: $523,553.12 Client Contact: Andrew Stevens, Senior Engineer Client Telephone# :(760) 637-0275 Client Email Address: [email protected] Description: Installation of 500kW Backup Generator, (3) ATS, and Power Service Consolidation Subject to Federal Labor Standards: @ No
March Air Force Base - Provide Backup Generator
P . T' I and Server Room Cooling System at Building 602 c1·1ent. · us Department of Air Force roJect
1 t e: ______________ _
Date: 11/02/2018 Project Value: $391,229.00 Client Contact: Jason McCook; Contracting Officer Client Telephone# (951) 655-5385 Client Email Address: [email protected] Description: Design/Build 250kW Backup Generator and Cooling for Server Room Subject to Federal Labor Standards: @ No
I declare under penalty of perjury under the laws of the State of California that all of the representations made in this EXPERIENCE STATEMENT are true and c xecu ed this 30th day of California.

Title President

DESIGNATION OF SUPPLIERS AND SUBCONTRACTORS
SUPPLY AND INSTALLATION OF STATIONARY GROUND MOUNTED 150 kW

DIESEL GENERATOR

IN THE CITY OF SIERRA MADRE, CALIFORNIA
The following is a list of subcontractors and suppliers, as defined in 2-3 SUBCONTRACTS of the Standard Specifications, who will perform work or provide materials of value in excess of one-half of one percent of the total bid price or $10,000, whichever is greater.

No subcontractor shall perform work in excess of the amount specified in 2-3 SUBCONTRACTS of the Standard Specifications, without the written approval of the AGENCY.

The CONTRACTOR is responsible to ensure that appropriate provisions are to be inserted in all subcontracts to bind subcontractors to the contract requirements as contained herein.

Each subcontractor must agree to comply with all applicable Federal, State, and local requirements.

Name, License No., and
Address of Subcontractor
Employer
Tax Id #
MBE/
WBE
(Y/N)
Work Subcontracted Portion of Work (% of
Contract Price)
No Subcontractors N/A N/A N/A N/A
- -- - -
- -- - -
- -- - -
- -- - -
- -- - -
- -- - -
- -- - -
- -- - -
- -- - -
Name, License No., and Employer MBE/ Work Subcontracted Portion of Work(% of Address of Subcontractor Tax Id# WBE Contract Price)
(YIN)
- - - - -
- - - - -
- - - - -
- - - - -
These representations are made under the penalty of perjury under the laws of the State of California. The undersigned hereby certifies that each subcontractor has been notified in writing of its equal opportunity obligations.

Date: 02/04/2026
High Volt Electric

STATEMENT REGARDING INSURANCE COVERAGE
SUPPLY AND INSTALLATION OF STATIONARY GROUND MOUNTED 150 kW

DIESEL GENERA TOR

IN THE CITY OF SIERRA MADRE, CALIFORNIA
The undersigned representative of Bidder hereby certifies that he/she has reviewed the insurance coverage requirements specified in 5-4 INSURANCE of Section E, Standard Specifications and Section F, Special Provisions. Should Bidder be awarded the contract for the work, the undersigned further certifies that Bidder can meet all of these specification requirements for insurance including insurance coverage of his/her subcontractors.

NAME OF BlDDER: Eco Energy Solutions, Inc. dba High Volt Electric MAlLING ADDRESS:

TITLE: President
DATE: 01/30/2026

STATEMENT REGARDING CONTRACTOR'S LICENSING LAWS
SUPPLY AND INSTALLATION OF STATIONARY GROUND MOUNTED 150 kW

DIESEL GENERA TOR

IN THE CITY OF SIERRA MADRE, CALIFORNIA
[Business & Professions Code § 7028.15]
[Public Contract Code§ 20 I 03.5]
I, the undersigned, certify that I am aware of the following provisions of California law and that I, or the entity on whose behalf this certification is given, hold a currently valid California CONTRACTOR's license as set forth below:

Business & Professions Code§ 7028.15:
a) It is a misdemeanor for any person to submit a bid to a public agency to engage in the business or act in the capacity of a CONTRACTOR within this state without having a license therefor, except in any of the following cases:
(!)The person is particularly exempted from this chapter. (2)The bid is submitted on a state project governed by Section IO 164 of the Public Contract Code or on any local agency project governed by Section 20104 [now§ 20 I 03.5] of the Public Contract Code.
b) If a person has been previously convicted of the offense described in this section, the court shall impose a fine of 20 percent of the price of the contract under which the unlicensed person performed contracting work, or four thousand five hundred dollars ($4,500), whichever is greater, or imprisonment in the county jail for not less than IO days nor more than six months, or both.
ln the event the person performing the contracting work has agreed to furnish materials and labor on an hourly basis, "the price of the contract" for the purposes of this subdivision means the aggregate sum of the cost of materials and labor furnished and the cost of completing the work to be performed.
c) This section shall not apply to a joint venture license, as required by Section 7029.1.

However, at the time of making a bid as a joint venture, each person submitting the bid shall be subject to this section with respect to his/her individual licenser. d) This section shall not affect the right or ability of a licensed architect, land surveyor, or registered professional engineer to form joint ventures with licensed CONTRACTORs to render services within the scope of their respective practices. e) Unless one of the foregoing exceptions applies, a bid submitted to a public agency by a CONTRACTOR who is not licensed in accordance with this chapter shall be considered nonresponsive and shall be rejected by the public agency. Unless one of the foregoing exceptions applies, a local public agency shall, before awarding a contract or issuing a purchase order, verify that the CONTRACTOR was properly licensed when the CONTRACTOR submitted the bid. Notwithstanding any other provision of law, unless one of the foregoing exceptions applies, the registrar may issue a citation to any public officer or employee of a public entity who knowingly awards a contract or issues a purchase order to a CONTRACTOR who is not licensed pursuant to this chapter. The amount of civil penalties, appeal, and finality of such citations shall be subject to Sections 7028.7 to 7028.13, inclusive. Any contract awarded to, or any purchase order issued to, as CONTRACTOR who is not licensed pursuant to this chapter is void. t) Any compliance or noncompliance with subdivision (e) of this section, as added by Chapter 863 of the Statutes of 1989, shall not invalidate any contract or bid awarded by a public agency during which time that subdivision was in effect. g) A public employee or officer shall not be subject to a citation pursuant to this section if the public employee, officer, or employing agency made an inquiry to the board for the purposes of verifying the license status of any person or CONTRACTOR and the board failed to respond to the inquiry within three business days. For purposes of this section, a telephone response by the board shall be deemed sufficient.

Public Contract Code§ 20103.5:

In all contracts subject to this part where federal funds are involved, no bid submitted shall be invalidated by the failure of the bidder to be licensed in accordance with the laws of this state.

However, at the time the contract is awarded, the CONTRACTOR shall be properly licensed in accordance with the laws of this state. The first payment for work or material under any contract shall not be made unless and until the Registrar of CONTRACTORs verifies to the AGENCY that the records of the Contractors' State License Board indicate that the CONTRACTOR was properly licensed at the time the contract was awarded. Any bidder or CONTRACTOR not so licensed shall be subject to all legal penalties imposed by law, including, but not limited to, any appropriate disciplinary action by the Contractors' State License Board. The AGENCY shall include a statement to that effect in the standard form of pre-qualification questionnaire and financial statement. Failure of the bidder to obtain proper and adequate licensing for an award of a contract shall constitute a failure to execute the contract and shall result in the forfeiture of the security of the bidder.

CONTRACTOR's License Number: --,,,c------+---+------------ 96 L ice n s e Expiration Date:_0_6_
/_30__
/_2 __ -+-___ _
Authorized Signature: ________ .....,._-++,pq..+--------- Date: 01/30/2026

NON-COLLUSION AFFIDAVIT
The undersigned declares:

I am the President
making the foregoing bid.
of Eco Energy Solutions, Inc. dba High Volt Electric the party The bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The bid is genuine and not collusive or sham. The bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid. The bidder has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid, or to refrain from bidding. The bidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price of the bidder or any other bidder, or to fix any overhead, profit, or cost element of the bid price, or of that of any other bidder. All statements contained in the bid are true. The bidder has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto, to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof, to effectuate a collusive or sham bid, and has not paid, and will not pay, any person or entity for such purpose.

Any person executing this declaration on behalf of a bidder that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity, hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the bidder.

I declare under penalty of perjury under the laws of the State of Cali regoing is true and correct and that thfa declaration is executed on the 3ot ay ----+-------' 20 _3? at Simi Valley , California.

Contractor's Business Address:
4485 Runway St.

Mailing Street Address
Simi Valley, CA 93063
City, State, Zip Code
818-993-3732
Telephone#
's Signer's Name
CONTRACTOR's Signer's Title
Eco Energy Solutions, Inc. dba High Volt Electric
CONTRACTOR's Business Name
Form W-9
(Rev. October 2018)
Department of the Treasury
Internal Revenue Service
Request for Taxpayer
Identification Number and Certification
a Go to www.irs.gov/FormW9 for instructions and the latest information.

Give Form to the
requester. Do not
send to the IRS.

Print or type.

See Specific Instructions on page 3.
1 Name (as shown on your income tax return). Name is required on this line; do not leave this line blank. 2 Business name/disregarded entity name, if different from above 3 Check appropriate box for federal tax classification of the person whose name is entered on line 1. Check only one of the following seven boxes.

Individual/sole proprietor or
single-member LLC
C Corporation S Corporation Partnership Trust/estate
Limited liability company. Enter the tax classification (C=C corporation, S=S corporation, P=Partnership) a Note: Check the appropriate box in the line above for the tax classification of the single-member owner. Do not check LLC if the LLC is classified as a single-member LLC that is disregarded from the owner unless the owner of the LLC is another LLC that is not disregarded from the owner for U.S. federal tax purposes. Otherwise, a single-member LLC that is disregarded from the owner should check the appropriate box for the tax classification of its owner.

Other (see instructions) a
4 Exemptions (codes apply only to
certain entities, not individuals; see
instructions on page 3):

Exempt payee code (if any)
Exemption from FATCA reporting
code (if any)
(Applies to accounts maintained outside the U.S.)
Requester’s name and address (optional)
7 List account number(s) here (optional)
Part I Taxpayer Identification Number (TIN)
Enter your TIN in the appropriate box. The TIN provided must match the name given on line 1 to avoid backup withholding. For individuals, this is generally your social security number (SSN). However, for a resident alien, sole proprietor, or disregarded entity, see the instructions for Part I, later. For other entities, it is your employer identification number (EIN). If you do not have a number, see How to get a TIN, later.

Note: If the account is in more than one name, see the instructions for line 1. Also see What Name and Number To Give the Requester for guidelines on whose number to enter.

Social security number
––
or
Employer identification number
–
Part II Certification
Under penalties of perjury, I certify that:

1. The number shown on this form is my correct taxpayer identification number (or I am waiting for a number to be issued to me); and

2. I am not subject to backup withholding because: (a) I am exempt from backup withholding, or (b) I have not been notified by the Internal Revenue Service (IRS) that I am subject to backup withholding as a result of a failure to report all interest or dividends, or (c) the IRS has notified me that I am no longer subject to backup withholding; and

3. I am a U.S. citizen or other U.S. person (defined below); and

4. The FATCA code(s) entered on this form (if any) indicating that I am exempt from FATCA reporting is correct.

Certification instructions. You must cross out item 2 above if you have been notified by the IRS that you are currently subject to backup withholding because you have failed to report all interest and dividends on your tax return. For real estate transactions, item 2 does not apply. For mortgage interest paid, acquisition or abandonment of secured property, cancellation of debt, contributions to an individual retirement arrangement (IRA), and generally, payments other than interest and dividends, you are not required to sign the certification, but you must provide your correct TIN. See the instructions for Part II, later.

Sign
Here Signature of
U.S. person a Date a
General Instructions
Section references are to the Internal Revenue Code unless otherwise noted.

Future developments. For the latest information about developments related to Form W-9 and its instructions, such as legislation enacted after they were published, go to www.irs.gov/FormW9.

Purpose of Form
An individual or entity (Form W-9 requester) who is required to file an information return with the IRS must obtain your correct taxpayer identification number (TIN) which may be your social security number (SSN), individual taxpayer identification number (ITIN), adoption taxpayer identification number (ATIN), or employer identification number (EIN), to report on an information return the amount paid to you, or other amount reportable on an information return. Examples of information returns include, but are not limited to, the following. • Form 1099-INT (interest earned or paid)
• Form 1099-DIV (dividends, including those from stocks or mutual funds)
• Form 1099-MISC (various types of income, prizes, awards, or gross proceeds)
• Form 1099-B (stock or mutual fund sales and certain other transactions by brokers)
• Form 1099-S (proceeds from real estate transactions)
• Form 1099-K (merchant card and third party network transactions) • Form 1098 (home mortgage interest), 1098-E (student loan interest), 1098-T (tuition)
• Form 1099-C (canceled debt)
• Form 1099-A (acquisition or abandonment of secured property) Use Form W-9 only if you are a U.S. person (including a resident alien), to provide your correct TIN.

If you do not return Form W-9 to the requester with a TIN, you might be subject to backup withholding. See What is backup withholding, later.

Cat. No. 10231X Form W-9 (Rev. 10-2018)
Eco Energy Solutions Inc
High Volt Electric
✔
5 Address (number, street, and apt. or suite no.) See instructions. 4485 Runway St
6 City, state, and ZIP code
61 1665689
01/01/2026
Simi Valley, CA 93063
Form W-9 (Rev. 10-2018) Page 2
By signing the filled-out form, you:

1. Certify that the TIN you are giving is correct (or you are waiting for a number to be issued),

2. Certify that you are not subject to backup withholding, or

3. Claim exemption from backup withholding if you are a U.S. exempt payee. If applicable, you are also certifying that as a U.S. person, your allocable share of any partnership income from a U.S. trade or business is not subject to the withholding tax on foreign partners' share of effectively connected income, and

4. Certify that FATCA code(s) entered on this form (if any) indicating that you are exempt from the FATCA reporting, is correct. See What is FATCA reporting, later, for further information.

Note: If you are a U.S. person and a requester gives you a form other than Form W-9 to request your TIN, you must use the requester’s form if it is substantially similar to this Form W-9.

Definition of a U.S. person. For federal tax purposes, you are considered a U.S. person if you are:
• An individual who is a U.S. citizen or U.S. resident alien; • A partnership, corporation, company, or association created or organized in the United States or under the laws of the United States; • An estate (other than a foreign estate); or
• A domestic trust (as defined in Regulations section 301.7701-7).

Special rules for partnerships. Partnerships that conduct a trade or business in the United States are generally required to pay a withholding tax under section 1446 on any foreign partners’ share of effectively connected taxable income from such business. Further, in certain cases where a Form W-9 has not been received, the rules under section 1446 require a partnership to presume that a partner is a foreign person, and pay the section 1446 withholding tax. Therefore, if you are a U.S. person that is a partner in a partnership conducting a trade or business in the United States, provide Form W-9 to the partnership to establish your U.S. status and avoid section 1446 withholding on your share of partnership income.

In the cases below, the following person must give Form W-9 to the partnership for purposes of establishing its U.S. status and avoiding withholding on its allocable share of net income from the partnership conducting a trade or business in the United States.
• In the case of a disregarded entity with a U.S. owner, the U.S. owner of the disregarded entity and not the entity;
• In the case of a grantor trust with a U.S. grantor or other U.S. owner, generally, the U.S. grantor or other U.S. owner of the grantor trust and not the trust; and
• In the case of a U.S. trust (other than a grantor trust), the U.S. trust (other than a grantor trust) and not the beneficiaries of the trust.

Foreign person. If you are a foreign person or the U.S. branch of a foreign bank that has elected to be treated as a U.S. person, do not use Form W-9. Instead, use the appropriate Form W-8 or Form 8233 (see Pub. 515, Withholding of Tax on Nonresident Aliens and Foreign Entities).

Nonresident alien who becomes a resident alien. Generally, only a nonresident alien individual may use the terms of a tax treaty to reduce or eliminate U.S. tax on certain types of income. However, most tax treaties contain a provision known as a “saving clause.” Exceptions specified in the saving clause may permit an exemption from tax to continue for certain types of income even after the payee has otherwise become a U.S. resident alien for tax purposes.

If you are a U.S. resident alien who is relying on an exception contained in the saving clause of a tax treaty to claim an exemption from U.S. tax on certain types of income, you must attach a statement to Form W-9 that specifies the following five items.

1. The treaty country. Generally, this must be the same treaty under which you claimed exemption from tax as a nonresident alien.

2. The treaty article addressing the income.

3. The article number (or location) in the tax treaty that contains the saving clause and its exceptions.

4. The type and amount of income that qualifies for the exemption from tax.

5. Sufficient facts to justify the exemption from tax under the terms of the treaty article.

Example. Article 20 of the U.S.-China income tax treaty allows an exemption from tax for scholarship income received by a Chinese student temporarily present in the United States. Under U.S. law, this student will become a resident alien for tax purposes if his or her stay in the United States exceeds 5 calendar years. However, paragraph 2 of the first Protocol to the U.S.-China treaty (dated April 30, 1984) allows the provisions of Article 20 to continue to apply even after the Chinese student becomes a resident alien of the United States. A Chinese student who qualifies for this exception (under paragraph 2 of the first protocol) and is relying on this exception to claim an exemption from tax on his or her scholarship or fellowship income would attach to Form W-9 a statement that includes the information described above to support that exemption.

If you are a nonresident alien or a foreign entity, give the requester the appropriate completed Form W-8 or Form 8233.

Backup Withholding
What is backup withholding? Persons making certain payments to you must under certain conditions withhold and pay to the IRS 24% of such payments. This is called “backup withholding.” Payments that may be subject to backup withholding include interest, tax-exempt interest, dividends, broker and barter exchange transactions, rents, royalties, nonemployee pay, payments made in settlement of payment card and third party network transactions, and certain payments from fishing boat operators. Real estate transactions are not subject to backup withholding.

You will not be subject to backup withholding on payments you receive if you give the requester your correct TIN, make the proper certifications, and report all your taxable interest and dividends on your tax return.

Payments you receive will be subject to backup withholding if:

1. You do not furnish your TIN to the requester,

2. You do not certify your TIN when required (see the instructions for Part II for details),

3. The IRS tells the requester that you furnished an incorrect TIN,

4. The IRS tells you that you are subject to backup withholding because you did not report all your interest and dividends on your tax return (for reportable interest and dividends only), or

5. You do not certify to the requester that you are not subject to backup withholding under 4 above (for reportable interest and dividend accounts opened after 1983 only).

Certain payees and payments are exempt from backup withholding.

See Exempt payee code, later, and the separate Instructions for the Requester of Form W-9 for more information.

Also see Special rules for partnerships, earlier.

What is FATCA Reporting?
The Foreign Account Tax Compliance Act (FATCA) requires a participating foreign financial institution to report all United States account holders that are specified United States persons. Certain payees are exempt from FATCA reporting. See Exemption from FATCA reporting code, later, and the Instructions for the Requester of Form W-9 for more information.

Updating Your Information
You must provide updated information to any person to whom you claimed to be an exempt payee if you are no longer an exempt payee and anticipate receiving reportable payments in the future from this person. For example, you may need to provide updated information if you are a C corporation that elects to be an S corporation, or if you no longer are tax exempt. In addition, you must furnish a new Form W-9 if the name or TIN changes for the account; for example, if the grantor of a grantor trust dies.

Penalties
Failure to furnish TIN. If you fail to furnish your correct TIN to a requester, you are subject to a penalty of $50 for each such failure unless your failure is due to reasonable cause and not to willful neglect.

Civil penalty for false information with respect to withholding. If you make a false statement with no reasonable basis that results in no backup withholding, you are subject to a $500 penalty.

Form W-9 (Rev. 10-2018) Page 3
Criminal penalty for falsifying information. Willfully falsifying certifications or affirmations may subject you to criminal penalties including fines and/or imprisonment.

Misuse of TINs. If the requester discloses or uses TINs in violation of federal law, the requester may be subject to civil and criminal penalties.

Specific Instructions
Line 1
You must enter one of the following on this line; do not leave this line blank. The name should match the name on your tax return.

If this Form W-9 is for a joint account (other than an account maintained by a foreign financial institution (FFI)), list first, and then circle, the name of the person or entity whose number you entered in Part I of Form W-9. If you are providing Form W-9 to an FFI to document a joint account, each holder of the account that is a U.S. person must provide a Form W-9.
a. Individual. Generally, enter the name shown on your tax return. If you have changed your last name without informing the Social Security Administration (SSA) of the name change, enter your first name, the last name as shown on your social security card, and your new last name.

Note: ITIN applicant: Enter your individual name as it was entered on your Form W-7 application, line 1a. This should also be the same as the name you entered on the Form 1040/1040A/1040EZ you filed with your application.
b. Sole proprietor or single-member LLC. Enter your individual name as shown on your 1040/1040A/1040EZ on line 1. You may enter your business, trade, or “doing business as” (DBA) name on line 2. c. Partnership, LLC that is not a single-member LLC, C
corporation, or S corporation. Enter the entity's name as shown on the entity's tax return on line 1 and any business, trade, or DBA name on line 2.
d. Other entities. Enter your name as shown on required U.S. federal tax documents on line 1. This name should match the name shown on the charter or other legal document creating the entity. You may enter any business, trade, or DBA name on line 2.
e. Disregarded entity. For U.S. federal tax purposes, an entity that is disregarded as an entity separate from its owner is treated as a “disregarded entity.” See Regulations section 301.7701-2(c)(2)(iii). Enter the owner's name on line 1. The name of the entity entered on line 1 should never be a disregarded entity. The name on line 1 should be the name shown on the income tax return on which the income should be reported. For example, if a foreign LLC that is treated as a disregarded entity for U.S. federal tax purposes has a single owner that is a U.S. person, the U.S. owner's name is required to be provided on line 1. If the direct owner of the entity is also a disregarded entity, enter the first owner that is not disregarded for federal tax purposes. Enter the disregarded entity's name on line 2, “Business name/disregarded entity name.” If the owner of the disregarded entity is a foreign person, the owner must complete an appropriate Form W-8 instead of a Form W-9.

This is the case even if the foreign person has a U.S. TIN.

Line 2
If you have a business name, trade name, DBA name, or disregarded entity name, you may enter it on line 2.

Line 3
Check the appropriate box on line 3 for the U.S. federal tax classification of the person whose name is entered on line 1. Check only one box on line 3.

IF the entity/person on line 1 is
a(n) . . .

THEN check the box for . . .
• Corporation Corporation
• Individual
• Sole proprietorship, or
• Single-member limited liability
company (LLC) owned by an
individual and disregarded for U.S.
federal tax purposes.

Individual/sole proprietor or singlemember LLC
• LLC treated as a partnership for
U.S. federal tax purposes,
• LLC that has filed Form 8832 or
2553 to be taxed as a corporation,
or
• LLC that is disregarded as an
entity separate from its owner but
the owner is another LLC that is
not disregarded for U.S. federal tax
purposes.

Limited liability company and enter
the appropriate tax classification.
(P= Partnership; C= C corporation;
or S= S corporation)
• Partnership Partnership
• Trust/estate Trust/estate
Line 4, Exemptions
If you are exempt from backup withholding and/or FATCA reporting, enter in the appropriate space on line 4 any code(s) that may apply to you.

Exempt payee code.
• Generally, individuals (including sole proprietors) are not exempt from backup withholding.
• Except as provided below, corporations are exempt from backup withholding for certain payments, including interest and dividends. • Corporations are not exempt from backup withholding for payments made in settlement of payment card or third party network transactions. • Corporations are not exempt from backup withholding with respect to attorneys’ fees or gross proceeds paid to attorneys, and corporations that provide medical or health care services are not exempt with respect to payments reportable on Form 1099-MISC.

The following codes identify payees that are exempt from backup withholding. Enter the appropriate code in the space in line 4. 1—An organization exempt from tax under section 501(a), any IRA, or a custodial account under section 403(b)(7) if the account satisfies the requirements of section 401(f)(2)
2—The United States or any of its agencies or instrumentalities 3—A state, the District of Columbia, a U.S. commonwealth or possession, or any of their political subdivisions or instrumentalities 4—A foreign government or any of its political subdivisions, agencies, or instrumentalities
5—A corporation
6—A dealer in securities or commodities required to register in the United States, the District of Columbia, or a U.S. commonwealth or possession
7—A futures commission merchant registered with the Commodity Futures Trading Commission
8—A real estate investment trust
9—An entity registered at all times during the tax year under the Investment Company Act of 1940
10—A common trust fund operated by a bank under section 584(a) 11—A financial institution
12—A middleman known in the investment community as a nominee or custodian
13—A trust exempt from tax under section 664 or described in section 4947
Form W-9 (Rev. 10-2018) Page 4
The following chart shows types of payments that may be exempt from backup withholding. The chart applies to the exempt payees listed above, 1 through 13.

IF the payment is for . . . THEN the payment is exempt
for . . .

Interest and dividend payments All exempt payees except for 7
Broker transactions Exempt payees 1 through 4 and 6
through 11 and all C corporations.

S corporations must not enter an
exempt payee code because they
are exempt only for sales of
noncovered securities acquired
prior to 2012.

Barter exchange transactions and
patronage dividends
Exempt payees 1 through 4
Payments over $600 required to be
reported and direct sales over
$5,0001
Generally, exempt payees
1 through 52
Payments made in settlement of
payment card or third party network
transactions
Exempt payees 1 through 4
1 See Form 1099-MISC, Miscellaneous Income, and its instructions. 2 However, the following payments made to a corporation and reportable on Form 1099-MISC are not exempt from backup withholding: medical and health care payments, attorneys’ fees, gross proceeds paid to an attorney reportable under section 6045(f), and payments for services paid by a federal executive agency.

Exemption from FATCA reporting code. The following codes identify payees that are exempt from reporting under FATCA. These codes apply to persons submitting this form for accounts maintained outside of the United States by certain foreign financial institutions. Therefore, if you are only submitting this form for an account you hold in the United States, you may leave this field blank. Consult with the person requesting this form if you are uncertain if the financial institution is subject to these requirements. A requester may indicate that a code is not required by providing you with a Form W-9 with “Not Applicable” (or any similar indication) written or printed on the line for a FATCA exemption code.

A—An organization exempt from tax under section 501(a) or any individual retirement plan as defined in section 7701(a)(37) B—The United States or any of its agencies or instrumentalities C—A state, the District of Columbia, a U.S. commonwealth or possession, or any of their political subdivisions or instrumentalities D—A corporation the stock of which is regularly traded on one or more established securities markets, as described in Regulations section 1.1472-1(c)(1)(i)
E—A corporation that is a member of the same expanded affiliated group as a corporation described in Regulations section 1.1472-1(c)(1)(i) F—A dealer in securities, commodities, or derivative financial instruments (including notional principal contracts, futures, forwards, and options) that is registered as such under the laws of the United States or any state
G—A real estate investment trust
H—A regulated investment company as defined in section 851 or an entity registered at all times during the tax year under the Investment Company Act of 1940
I—A common trust fund as defined in section 584(a)
J—A bank as defined in section 581
K—A broker
L—A trust exempt from tax under section 664 or described in section 4947(a)(1)
M—A tax exempt trust under a section 403(b) plan or section 457(g) plan
Note: You may wish to consult with the financial institution requesting this form to determine whether the FATCA code and/or exempt payee code should be completed.

Line 5
Enter your address (number, street, and apartment or suite number).

This is where the requester of this Form W-9 will mail your information returns. If this address differs from the one the requester already has on file, write NEW at the top. If a new address is provided, there is still a chance the old address will be used until the payor changes your address in their records.

Line 6
Enter your city, state, and ZIP code.

Part I. Taxpayer Identification Number (TIN)
Enter your TIN in the appropriate box. If you are a resident alien and you do not have and are not eligible to get an SSN, your TIN is your IRS individual taxpayer identification number (ITIN). Enter it in the social security number box. If you do not have an ITIN, see How to get a TIN below.

If you are a sole proprietor and you have an EIN, you may enter either your SSN or EIN.

If you are a single-member LLC that is disregarded as an entity separate from its owner, enter the owner’s SSN (or EIN, if the owner has one). Do not enter the disregarded entity’s EIN. If the LLC is classified as a corporation or partnership, enter the entity’s EIN.

Note: See What Name and Number To Give the Requester, later, for further clarification of name and TIN combinations.

How to get a TIN. If you do not have a TIN, apply for one immediately.

To apply for an SSN, get Form SS-5, Application for a Social Security Card, from your local SSA office or get this form online at www.SSA.gov. You may also get this form by calling 1-800-772-1213.

Use Form W-7, Application for IRS Individual Taxpayer Identification Number, to apply for an ITIN, or Form SS-4, Application for Employer Identification Number, to apply for an EIN. You can apply for an EIN online by accessing the IRS website at www.irs.gov/Businesses and clicking on Employer Identification Number (EIN) under Starting a Business. Go to www.irs.gov/Forms to view, download, or print Form W-7 and/or Form SS-4. Or, you can go to www.irs.gov/OrderForms to place an order and have Form W-7 and/or SS-4 mailed to you within 10 business days.

If you are asked to complete Form W-9 but do not have a TIN, apply for a TIN and write “Applied For” in the space for the TIN, sign and date the form, and give it to the requester. For interest and dividend payments, and certain payments made with respect to readily tradable instruments, generally you will have 60 days to get a TIN and give it to the requester before you are subject to backup withholding on payments. The 60-day rule does not apply to other types of payments.

You will be subject to backup withholding on all such payments until you provide your TIN to the requester.

Note: Entering “Applied For” means that you have already applied for a TIN or that you intend to apply for one soon.

Caution: A disregarded U.S. entity that has a foreign owner must use the appropriate Form W-8.

Part II. Certification
To establish to the withholding agent that you are a U.S. person, or resident alien, sign Form W-9. You may be requested to sign by the withholding agent even if item 1, 4, or 5 below indicates otherwise.

For a joint account, only the person whose TIN is shown in Part I should sign (when required). In the case of a disregarded entity, the person identified on line 1 must sign. Exempt payees, see Exempt payee code, earlier.

Signature requirements. Complete the certification as indicated in items 1 through 5 below.

Form W-9 (Rev. 10-2018) Page 5

1. Interest, dividend, and barter exchange accounts opened before 1984 and broker accounts considered active during 1983.

You must give your correct TIN, but you do not have to sign the certification.

2. Interest, dividend, broker, and barter exchange accounts opened after 1983 and broker accounts considered inactive during 1983. You must sign the certification or backup withholding will apply. If you are subject to backup withholding and you are merely providing your correct TIN to the requester, you must cross out item 2 in the certification before signing the form.

3. Real estate transactions. You must sign the certification. You may cross out item 2 of the certification.

4. Other payments. You must give your correct TIN, but you do not have to sign the certification unless you have been notified that you have previously given an incorrect TIN. “Other payments” include payments made in the course of the requester’s trade or business for rents, royalties, goods (other than bills for merchandise), medical and health care services (including payments to corporations), payments to a nonemployee for services, payments made in settlement of payment card and third party network transactions, payments to certain fishing boat crew members and fishermen, and gross proceeds paid to attorneys (including payments to corporations).

5. Mortgage interest paid by you, acquisition or abandonment of secured property, cancellation of debt, qualified tuition program payments (under section 529), ABLE accounts (under section 529A), IRA, Coverdell ESA, Archer MSA or HSA contributions or
distributions, and pension distributions. You must give your correct TIN, but you do not have to sign the certification.

What Name and Number To Give the Requester
For this type of account: Give name and SSN of:

1. Individual The individual

2. Two or more individuals (joint
account) other than an account
maintained by an FFI
The actual owner of the account or, if
combined funds, the first individual on
the account1

3. Two or more U.S. persons
(joint account maintained by an FFI)
Each holder of the account

4. Custodial account of a minor
(Uniform Gift to Minors Act)
The minor2

5. a. The usual revocable savings trust
(grantor is also trustee)
b. So-called trust account that is not
a legal or valid trust under state law
The grantor-trustee1
The actual owner1

6. Sole proprietorship or disregarded
entity owned by an individual
The owner3

7. Grantor trust filing under Optional
Form 1099 Filing Method 1 (see
Regulations section 1.671-4(b)(2)(i)
(A))
The grantor*
For this type of account: Give name and EIN of:

8. Disregarded entity not owned by an
individual
The owner

9. A valid trust, estate, or pension trust Legal entity4

10. Corporation or LLC electing
corporate status on Form 8832 or
Form 2553
The corporation

11. Association, club, religious,
charitable, educational, or other taxexempt organization The organization

12. Partnership or multi-member LLC The partnership

13. A broker or registered nominee The broker or nominee For this type of account: Give name and EIN of:

14. Account with the Department of
Agriculture in the name of a public
entity (such as a state or local
government, school district, or
prison) that receives agricultural
program payments
The public entity

15. Grantor trust filing under the Form
1041 Filing Method or the Optional
Form 1099 Filing Method 2 (see
Regulations section 1.671-4(b)(2)(i)(B))
The trust
1 List first and circle the name of the person whose number you furnish.

If only one person on a joint account has an SSN, that person’s number must be furnished.
2 Circle the minor’s name and furnish the minor’s SSN.
3 You must show your individual name and you may also enter your business or DBA name on the “Business name/disregarded entity” name line. You may use either your SSN or EIN (if you have one), but the IRS encourages you to use your SSN.
4 List first and circle the name of the trust, estate, or pension trust. (Do not furnish the TIN of the personal representative or trustee unless the legal entity itself is not designated in the account title.) Also see Special rules for partnerships, earlier.
*Note: The grantor also must provide a Form W-9 to trustee of trust.

Note: If no name is circled when more than one name is listed, the number will be considered to be that of the first name listed.

Secure Your Tax Records From Identity Theft
Identity theft occurs when someone uses your personal information such as your name, SSN, or other identifying information, without your permission, to commit fraud or other crimes. An identity thief may use your SSN to get a job or may file a tax return using your SSN to receive a refund.

To reduce your risk:
• Protect your SSN,
• Ensure your employer is protecting your SSN, and
• Be careful when choosing a tax preparer.

If your tax records are affected by identity theft and you receive a notice from the IRS, respond right away to the name and phone number printed on the IRS notice or letter.

If your tax records are not currently affected by identity theft but you think you are at risk due to a lost or stolen purse or wallet, questionable credit card activity or credit report, contact the IRS Identity Theft Hotline at 1-800-908-4490 or submit Form 14039.

For more information, see Pub. 5027, Identity Theft Information for Taxpayers.

Victims of identity theft who are experiencing economic harm or a systemic problem, or are seeking help in resolving tax problems that have not been resolved through normal channels, may be eligible for Taxpayer Advocate Service (TAS) assistance. You can reach TAS by calling the TAS toll-free case intake line at 1-877-777-4778 or TTY/TDD 1-800-829-4059.

Protect yourself from suspicious emails or phishing schemes.

Phishing is the creation and use of email and websites designed to mimic legitimate business emails and websites. The most common act is sending an email to a user falsely claiming to be an established legitimate enterprise in an attempt to scam the user into surrendering private information that will be used for identity theft.

Form W-9 (Rev. 10-2018) Page 6
The IRS does not initiate contacts with taxpayers via emails. Also, the IRS does not request personal detailed information through email or ask taxpayers for the PIN numbers, passwords, or similar secret access information for their credit card, bank, or other financial accounts.

If you receive an unsolicited email claiming to be from the IRS, forward this message to [email protected]. You may also report misuse of the IRS name, logo, or other IRS property to the Treasury Inspector General for Tax Administration (TIGTA) at 1-800-366-4484. You can forward suspicious emails to the Federal Trade Commission at [email protected] or report them at www.ftc.gov/complaint. You can contact the FTC at www.ftc.gov/idtheft or 877-IDTHEFT (877-438-4338).

If you have been the victim of identity theft, see www.IdentityTheft.gov and Pub. 5027.

Visit www.irs.gov/IdentityTheft to learn more about identity theft and how to reduce your risk.

Privacy Act Notice
Section 6109 of the Internal Revenue Code requires you to provide your correct TIN to persons (including federal agencies) who are required to file information returns with the IRS to report interest, dividends, or certain other income paid to you; mortgage interest you paid; the acquisition or abandonment of secured property; the cancellation of debt; or contributions you made to an IRA, Archer MSA, or HSA. The person collecting this form uses the information on the form to file information returns with the IRS, reporting the above information.

Routine uses of this information include giving it to the Department of Justice for civil and criminal litigation and to cities, states, the District of Columbia, and U.S. commonwealths and possessions for use in administering their laws. The information also may be disclosed to other countries under a treaty, to federal and state agencies to enforce civil and criminal laws, or to federal law enforcement and intelligence agencies to combat terrorism. You must provide your TIN whether or not you are required to file a tax return. Under section 3406, payers must generally withhold a percentage of taxable interest, dividend, and certain other payments to a payee who does not give a TIN to the payer.

Certain penalties may also apply for providing false or fraudulent information.

CITY OF SIERRA MADRE

OFFICIAL BID TABULATION
Project: Supply and Installation of Stationary Ground-Mounted 150 kW Diesel Generator at City Hall Issued: December 22, 2025
Bid Due Date: February 4, 2026, 3:00 PM (PST)
Export Date: February 5, 2026
Item
No. Description Eco Energy Solutions, Inc. (Line Total)

BAKER ELECTRIC &
RENEWABLES LLC (Line
Total)
1 Mobilization $15,000.00 $48,388.00
2 Demolition & Removal of existing
Generator and Pad $23,000.00 $103,062.00
3 Construct New Generator Pad per
Manufacturer Specifications $30,000.00 $47,366.00
4 Supply New 150 kW Stationary
Generator $179,200.00 $225,233.00
5 Install New Generator per
Manufacturer Specifications $55,063.00 $94,894.00
6 Connect the new generator to the
existing electrical and Transfer Switch $24,800.00 $3,664.00 7 Startup and Testing $3,500.00 $6,595.00
TOTAL BID AMOUNT $330,563.00 $529,202.00

BID SUMMARY
• Lowest Responsive Bidder: Eco Energy Solutions, Inc.
• Total Award Amount: $330,563.00
• Responsive Bids Received: 2
This table reflects the precise line-item totals provided in the bid results, showing Eco Energy Solutions as the lowest responsive bidder with a total project cost of $330,563.00

SPEC SHEET
1 of 6
Standby Power Rating
150 kW, 188kVA, 60 Hz
Prime Power Rating
135 kW, 169 kVA, 60 Hz
Image used for illustration purposes only
Codes and Standards
Not all codes and standards apply to all
configurations. Contact factory for details.

UL2200, UL6200, UL1236, UL489,
UL142
CSA C22.2, ULC S601
TM
BS5514 and DIN 6271
®
SAE J1349
NFPA 37, 70, 99, 110
NEC700, 701, 702, 708
NEMA ICS10, MG1, 250, ICS6,
AB1
ANSI C62.41
IBC 2009, CBC 2010, IBC 2012,
ASCE 7-05, ASCE 7-10, ICC-ES
AC-156 (2012)
Powering Ahead
For over 60 years, Generac has provided innovative design and superior manufacturing.

Generac provides superior quality by designing and manufacturing most of its generator components, including alternators, enclosures and base tanks, control systems and communications software.

Generac gensets utilize a wide variety of options, configurations and arrangements, allowing us to meet the standby power needs of practically every application.

Generac searched globally for the most reliable engines to power our generators. We choose only engines that have already been proven in heavy-duty industrial applications under adverse conditions.

Generac is committed to ensuring our customers’ service support continues after their generator purchase.

SD150 | 6.7 L | 150 kW

INDUSTRIAL DIESEL GENERATOR SET
EPA Certified Stationary · EPA Tier 4 Final

SPEC SHEET
2 of 6

STANDARD FEATURES

ENGINE SYSTEM
• Oil Drain Extension
• Air Cleaner
• Air Intake Heater
• Fan and Belt Guards
• Stainless Steel Flexible Exhaust Connection
• Factory Filled Oil and Coolant
• Radiator Duct Adapter (Open Set Only)
• Engine Coolant Heater
• Air Filter Restriction Indication

FUEL SYSTEM
• Primary and Secondary Fuel Filter

COOLING SYSTEM
• Closed Coolant Recovery System
• UV/Ozone Resistant Hoses
• Factory-Installed Radiator
• 50/50 Ethylene Glycol Antifreeze
• Radiator Drain Extension

ELECTRICAL SYSTEM
• Battery Charging Alternator
• Battery Cables
• Battery Tray
• Rubber-Booted Engine Electrical Connections
• Solenoid Activated Starter Motor

ALTERNATOR SYSTEM
• UL2200 GENprotect™
• 12 Leads (3-Phase, Non 600V)
• Class H Insulation Material
• Vented Rotor
• 2/3 Pitch
• Skewed Stator
• Auxiliary Voltage Regulator Power Winding
• Permanent Magnet Excitation
• Sealed Bearing
• Automated Manufacturing (Winding, Insertion,
Lacing, Varnishing)
• Rotor Dynamically Spin Balanced
• Amortisseur Winding
• Full Load Capacity Alternator
• Protective Thermal Switch

GENERATOR SET
• Internal Genset Vibration Isolation
• Separation of Circuits - High/Low Voltage
• Separation of Circuits - Multiple Breakers
• Wrapped Exhaust Piping
• Standard Factory Testing
• 2 Year Limited Warranty (Standby Rated Units)

ENCLOSURE (IF SELECTED)
• Rust-Proof Fasteners with Nylon Washers to
Protect Finish
• Gasketed Doors
• Upward Facing Discharge Hood (Radiator and
Exhaust)
• Stainless Steel Lift Off Door Hinges
• Stainless Steel Lockable Handles
• RhinoCoat™ - Textured Polyester Powder Coat
Paint

FUEL TANKS
• UL-142 / ULC-S601
• Double Wall
• Vents
• Factory Pressure Tested - 3 PSI
• Rupture Basin Alarm
• Fuel Level Sender
• RhinoCoat™ - Textured Polyester Powder Coat
Paint

CONTROL SYSTEM
DSE G8601 Controller
The G8601 is a genset controller with
integral heater designed for multiple
application environments.

Key Features
• Advanced PLC Functionality
• Multi-Purpose PIDs
• Virtual Inputs
• On-Screen Mimic (SLDs)
• Multi-Level Pin Protected Front Panel Editor
• Integral LCD Display Heater
• Enhanced High-Resolution 240 x 128 Pixel
Display
• Integral Gasket (IP65 protection)
Standard Protections
• Low Coolant Level
• High/Low Coolant Temperature
• Oil Temperature
• Over/Under Speed
• Over/Under Voltage
• Over/Under Frequency
• Over/Under Current
• Over Load
• Battery Voltage
• Battery Charger Current
• Phase to Phase and Phase to Neutral Short
Circuits (I2T Algorithm)
• Ground Fault
Control Panel
• Auto/Off/Manual
— Indication Through Display Screen
• Audible Alarm and Silence
• Not in Auto Indication
Voltage Regulation
• Digital Control
• Three Phase Sensing
• Negative Power Limit
• Loss of Sensing Protection
• Fault Protection (I2T Function)
• High Voltage Limit
• Low Voltage Limit
• Maximum Power Limit
More Features
• Uses Engine ECU
• Digital AVR Support
• Multiple Language Support
• Three Phase Generator Sensing & Protection
• Generator Current, Protection & Power Monitoring
• Three Phase Bus Sensing
• Configurable Timers
• Integrated SNMP
• Data Logging
• PC Configuration
• DSENet® (Expansion Support)
• Flexible I/O (Inputs/Outputs)
• Automatic and Front Panel Breaker Control
• Power-Save Mode
SD150 | 6.7 L | 150 kW

INDUSTRIAL DIESEL GENERATOR SET
EPA Certified Stationary · EPA Tier 4 Final

SPEC SHEET
3 of 6

CONFIGURABLE OPTIONS

ENGINE SYSTEM
○ Radiator Stone Guard (open set only)
○ Oil Heater
○ Heavy Duty Air Cleaner

ELECTRICAL SYSTEM
○ 10A UL Listed Battery Charger
○ Battery Warmer

ALTERNATOR SYSTEM
○ Alternator Upsizing
○ Anti-Condensation Heater
○ Tropical Coating
○ Permanent Magnet Excitation

CIRCUIT BREAKER OPTIONS
○ Main Line Circuit Breaker
○ 2nd Main Line Circuit Breaker
○ Shunt Trip and Auxiliary Contacts
○ Electronic Trip Breakers

GENERATOR SET
○ Extended Factory Testing
○ 8 Position Load Center
○ Spring or Pad Vibration Isolators

ENCLOSURE
○ Open Set Generator
○ Level 0 Weather Protected Enclosure
○ Level 2 Sound Attenuated
○ Level 2 Sound Attenuated Enclosure (with
Motorized Dampers)
○ Steel Enclosure
○ Aluminum Enclosure
○ Up to 150 MPH Wind Load Rating (Contact
Factory for Availability)
○ AC/DC Enclosure Lighting Kit
○ Enclosure Heater

CONTROL SYSTEM
○ NFPA 110 Compliant 21-Light Remote
Annunciator
○ Remote Relay Assembly (8 or 16)
○ Remote E-Stop (Break Glass-Type, Surface
Mount)
○ Remote E-Stop (Red Mushroom-Type, Surface
Mount)
○ Remote E-Stop (Red Mushroom-Type, Flush
Mount)
○ 100 dB Alarm Horn
○ Ground Fault Annunciator
○ 120V GCFI Outlets
○ Flush Mount Annunciator Kit
○ Generac Link Connectivity Gateway

WARRANTY (STANDBY GENSETS ONLY)
○ 2 Year Extended Limited Warranty
○ 5 Year Extended Limited Warranty
○ 7 Year Extended Limited Warranty
○ 10 Year Extended Limited Warranty
SD150 | 6.7 L | 150 kW

INDUSTRIAL DIESEL GENERATOR SET
EPA Certified Stationary · EPA Tier 4 Final

SPEC SHEET
4 of 6

APPLICATION AND ENGINEERING DATA

ENGINE SPECIFICATIONS
General
Make FPT
EPA Emissions Compliance Tier 4 Final
EPA Emissions Reference See Emission Data Sheet
Cylinder # 6
After Treatment DOC + SCRoF + CUC
Type In-Line
Displacement: in³ (L) 408 (6.7)
Bore - in (mm) 4.09 (104)
Stroke - in (mm) 5.19 (132)
Compression Ratio 17: 1
Intake Method Turbocharged/Aftercooled
Cylinder Head Type 4-Valve
Crankshaft Type Cast Iron
Engine Governing
Governor Electronic Isochronous
Frequency Regulation (Steady State) ±0.75%
Lubrication System
Oil Pump Gear
Oil Filter Type Full Flow
Crankcase Cap - qt (L) 15.53 (14.7)
Cooling System
Cooling System Type Water Cooled
Water Pump Type Belt Driven
Fan Type Pusher
Fan Speed - RPM 2,520
Fan Diameter - in (mm) 23 (599)
Fuel System
Fuel Type Ultra Low Sulfur Diesel Fuel #2
Fuel Specifications ASTM
Fuel Filtering (Microns) 30
Fuel Pump Type Engine Driven Gear
Injector Type Electronic Common Rail Bosch CRIN2-16
Fuel Supply Line - in (mm) 0.39 (10) NPT
Fuel Return Line - in (mm) 0.39 (10) NPT
Engine Electrical System
System Voltage 24 VDC
Battery Charger Alternator 90A
Battery Size See Battery Index 0161970SBY
Battery Voltage 24 VDC
Ground Polarity Negative (-)

ALTERNATOR SPECIFICATIONS
Standard Model K0150124Y21
Poles 4
Field Type Revolving
Insulation Class - Rotor H
Insulation Class - Stator H
Total Harmonic Distortion <5%
Telephone Interference Factor (TIF) <50
Standard Excitation Permanent Magnet
Bearings Single Sealed Cartridge
Coupling Direct Drive
Prototype Short Circuit Test Yes
Voltage Regulator Type Digital
Number of Sensed Phases 3
Regulation Accuracy (Steady State) ±0.5%
SD150 | 6.7 L | 150 kW

INDUSTRIAL DIESEL GENERATOR SET
EPA Certified Stationary · EPA Tier 4 Final

SPEC SHEET
5 of 6

OPERATING DATA

POWER RATINGS
Standby
Single-Phase 120/240 VAC @1.0pf 150 kW/150 kVA Amps: 625 Three-Phase 120/208 VAC @0.8pf 150 kW/187.5 kVA Amps: 521 Three-Phase 120/240 VAC @0.8pf 150 kW/187.5 kVA Amps: 451 Three-Phase 277/480 VAC @0.8pf 150 kW/187.5 kVA Amps: 226 Three-Phase 346/600 VAC @0.8pf 150 kW/187.5 kVA Amps: 180 MOTOR STARTING CAPABILITIES (skVA)
skVA vs. Voltage Dip
277/480 VAC 30% 277/480 VAC 3Ø 30% 208/240 VAC 30%
A0150044N21 Contact Factory K0150124Y21 Contact Factory K0150124Y21 Contact Factory A0200044N21 Contact Factory K0200124Y21 Contact Factory K0200124Y21 Contact Factory Contact Factory K0250124Y21 Contact Factory K0250124Y21 Contact Factory FUEL CONSUMPTION RATES*
Diesel gph (Lph) DEF - gph (Lph)
Fuel Pump Lift - ft (m) Percent Load Standby Prime Percent Load Standby 3 (1) 25% 3.08 (11.67) – 25% 0.29 (1.11)
50% 6.17 (23.33) – 50% 0.59 (2.21)
Total Fuel Pump Flow - gph (Lph) 75% 9.25 (35.00) – 75% 0.88 (3.32)

73.9 (280) 100% 12.33 (46.67) – 100% 1.17 (4.43)
*Fuel supply installation must accommodate fuel consumption rates at 100% load.

COOLING
Standby
Coolant Flow gpm (Lpm) 48.9 (185)
Coolant System Capacity gal (L) 7.1 (26.9)
Heat Rejection to Coolant BTU/hr (kW) 323,417.5 (94.7)
Air Flow (Fan Air Flow Across Radiator) scfm (m³/min) 8203.0 (232.3) Maximum Operating Ambient Temperature °F (°C) 120.0 (48.9) Maximum Operating Ambient Temperature (Before Derate) See Bulletin No. 0199280SSD Maximum Additional Radiator Backpressure in H2O (kPa) Contact Factory

COMBUSTION AIR REQUIREMENTS
Standby
Flow at Rated Power - scfm (m³/min) 580.0 (16.4)
ENGINE
Standby
Rated Engine Speed RPM 1,800
Horsepower at Rated kW** hp 308.0
Piston Speed ft/min (m/min) Contact Factory
BMEP psi (kPa) 345.2 (2380.2)
**Refer to “Emissions Data Sheet” for maximum bHP for EPA and SCAQMD permitting purposes.

EXHAUST
Standby
Exhaust Flow (Rated Output) cfm (m³/min) 705.0 (20.0)
Maximum Allowable Backpressure inHg (kPa) 7.4 (25.0)
Exhaust Temperature (Rated Output) °F (°C) 1022.0 (550.0) Deration – Operational characteristics consider maximum ambient conditions. Derate factors may apply under atypical site conditions.

Please contact a Generac Power Systems Industrial Dealer for additional details. All performance ratings in accordance with BS5514 and DIN6271 standards.

Standby - See Bulletin 10000018933
Prime - See Bulletin 10000018926
SD150 | 6.7 L | 150 kW

INDUSTRIAL DIESEL GENERATOR SET
EPA Certified Stationary · EPA Tier 4 Final

SPEC SHEET
Generac Power Systems, Inc. | S45 W29290 HWY. 59 | Waukesha, WI 53189 | generac.com ©2025 Generac Power Systems, Inc. All rights reserved. All specifications are subject to change without notice.

Part No. A0008081665
Rev. A 11/17/2025
6 of 6
SD150 | 6.7 L | 150 kW

INDUSTRIAL DIESEL GENERATOR SET
EPA Certified Stationary · EPA Tier 4 Final
DIMENSIONS AND WEIGHTS*

OPEN SET
Run Time
- Hours
Usable
Capacity - gal
(L)
L x W x H - in (mm) Weight - lbs (kg)
30 Contact
Factory 148.7 (3776.98) x 49.2 (1249.68) x 103 (2616.2) Contact Factory 30 Contact
Factory 168 (4267.2) x 49.2 (1249.68) x 103 (2616.2) Contact Factory LEVEL 0 WEATHER PROTECTED ENCLOSURE
Run Time
- Hours
Usable
Capacity -
Gal (L)
L x W x H - in (mm)
Weight - lbs (kg)
Enclosure Only
Steel Aluminum
No Tank – 149.8 (3,804.9) x 50.4 (1,280.2) x 91.7 (2,329.2) 4,511 (2,046) 4,052 (1,838) 30 Contact
Factory 149.8 (3804.9) x 49.2 (1249.68) x 127.7 (3243.58) Contact Factory
Contact
Factory 30 Contact
Factory 168 (4267.2) x 49.2 (1249.68) x 127.7 (3243.58) LEVEL 2 ACOUSTIC ENCLOSURE
Run Time
- Hours
Usable
Capacity -
Gal (L)
L x W x H - in (mm)
Weight - lbs (kg)
Enclosure Only
Steel Aluminum
No Tank – 149.8 (3,804.9) x 50.4 (1,280.2) x 91.7 (2,329.2) Contact
Factory
Contact
Factory
30 Contact
Factory 149.8 (3804.9) x 49.2 (1249.68) x 127.7 (3243.58) 30 Contact
Factory 168 (4267.2) x 49.2 (1249.68) x 127.7 (3243.58) LEVEL 2 ACOUSTIC ENCLOSURE WITH MOTORIZED DAMPERS
Run Time
- Hours
Usable
Capacity -
Gal (L)
L x W x H - in (mm)
Weight - lbs (kg)
Enclosure Only
Steel Aluminum
No Tank – 149.8 (3804.9) x 50.4 (1280.2) x 97.9 (2486.66) Contact
Factory
Contact
Factory
30 Contact
Factory 149.8 (3804.9) x 49.2 (1249.68) x 133.9 (3401.06) 30 Contact
Factory 168 (4267.2) x 49.2 (1249.68) x 133.9 (3401.06) * All measurements are approximate and for estimation purposes only. Specification characteristics may change without notice. Please contact a Generac Power Systems Industrial Dealer for detailed installation drawings. Extended and not extended tank offerings vary. Contact dealer for options.

RESOLUTION NO. 26-26

A RESOLUTION OF THE CITY COUNCIL OF THE CITY OF

SIERRA MADRE, CALIFORNIA, AMENDING THE FISCAL
YEAR 2025-26 BUDGET TO AUTHORIZE A
SUPPLEMENTAL APPROPRIATION OF $330,563.00

FROM THE FACILITIES MAINTENANCE INTERNAL

SERVICES FUND RESERVE FOR THE CITY HALL
COMPLEX 150 KW GENERATOR REPLACEMENT.

RECITALS
WHEREAS, the City of Sierra Madre’s permanent emergency generator, constructed in 1947, supplies critical backup power to City Hall, the Police Department, and the Fire Department during electrical utility outages; and WHEREAS, during a sequence of electrical outages in late August and early September 2025, the existing generator failed to operate reliably, leaving essential City facilities vulnerable to severe service interruptions; and WHEREAS, the Public Works Department conducted a competitive bidding process via PlanetBids for the supply and installation of a replacement 150 kW stationary diesel generator, receiving bids on February 4, 2026; and WHEREAS, Eco Energy Solutions Inc. was identified as the lowest responsive and responsible bidder with a bid amount of $330,563.00; and WHEREAS, sufficient funding for this specific emergency infrastructure replacement project was not originally included in the adopted Fiscal Year 2025-26 budget, and a supplemental appropriation is required to execute the construction contract; and
WHEREAS, the City Manager has certified that sufficient funds are available in the Facilities Maintenance Internal Services Fund (ISF) Reserve to cover the cost of this project.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SIERRA MADRE DOES HEREBY RESOLVE AS FOLLOWS:

SECTION 1. Recitals. The Recitals set forth above are true and correct and are incorporated into this Resolution by this reference.

SECTION 2. Appropriation. The City Council hereby amends the Fiscal Year 2025-26 Budget to authorize a supplemental appropriation in the amount of $330,563.00 from the Facilities Maintenance Internal Services Fund (ISF) Reserve to fund the City Hall Complex 150 kW Generator Replacement project.

SECTION 3. CEQA. The City Council finds that this budget appropriation and the subsequent award of contract is categorically exempt from the California Environmental Quality Act (CEQA) pursuant to CEQA Guidelines Section 15302 (Replacement or Reconstruction). Prior to the commencement of any physical construction, the City will complete and file a Notice of Exemption.

SECTION 4. Severability. If any sections, subsections, subdivisions, paragraphs, sentences, or phrases of this Resolution or any part hereof or exhibit hereto are for any reason held to be invalid, such invalidity shall not affect the validity of the remaining portions of this Resolution or any part thereof or exhibit thereto. The City Council hereby declares that it would have passed each section, subsection, subdivision, paragraph, sentence, clause, or phrase hereof, irrespective of the fact that any one or more sections, subsections, subdivisions, paragraphs, sentences, clauses, or phrases be declared invalid.

SECTION 5. Certification. Pursuant to Government Code Section 36932, the City Clerk shall certify the passage, approval, and adoption of this Resolution by the City Council.

SECTION 6. Effective Date. This Resolution shall take effect immediately upon adoption.

PASSED, APPROVED, AND ADOPTED this 24th day of March 2026. __________________________
Kristine Lowe, Mayor
I HEREBY CERTIFY the foregoing Resolution was duly passed, approved, and adopted by the City Council of the City of Sierra Madre, California, at a meeting held on the ____ day of ______, 2026, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAINED:
___________________________
Laura Aguilar, City Clerk

CITY OF

SIERRA MADRE STAFF REPORT

PUBLIC WORKS SERVICES
DATE: March 24, 2026
TO: Honorable Mayor and City Council
FROM: Brian Dickinson, Director of Public Works
By: Eric Lozick, Management Analyst
SUBJECT:

Award of Construciton Contract to All Pro Custom Pools dba AP Engineering in an Amount Not To Exceed $625,313.11 for the Lima Street Water Main Replacement Project

RECOMMENDATION
Staff recommends that the City Council award a construciton contract for the Lima Street Water Main Replacement Project to All Pro Custom Pools Inc dba AP Engineering, as the lowest responsive and responsible bidder, in the amount of $568,466.46; approve a construciton conitngency in the amount of $56,846.65, for a total project authorizaiton not to exceed $625,313.11; and authorize the City Manager to execute a construciton agreement, in a form approved by the City Attorney, following receipt of all required bonds, insurance, and supporitng contract documents.

SUMMARY
On December 3, 2025, The City solicited bids for the Lima Street Water Main Replacement Project to replace aging and deteriorated water infrastructure along Lima Street. The project includes replacement of approximately 1,440 linear feet of water main, installaiton of 41 water service connecitons, five fire hydrants, associated valves and appurtenances, and related pavement restoraiton. Based on staff’s review of the bids received, All Pro Custom Pools Inc dba AP Engineering submitted the lowest responsive and responsible base bid in the amount of $568,466.46. Staff therefore recommends award of the construciton contract to All Pro Custom Pools Inc dba AP Engineering and authorizaiton of a 10 percent construciton conitngency for a total project authorizaiton not to exceed $625,313.11, with the construciton agreement to be finalized in a form approved by the City Attorney prior to execuiton.

DISCUSSION & ANALYSIS
The Lima Street Water Main Replacement Project is part of the City’s ongoing effort to maintain and improve the reliability of the municipal water distribuiton system. The exisitng infrastructure has reached the end of its useful life, and replacement is necessary to reduce the risk of leaks, service interrupitons, and escalaitng maintenance needs.

The project was publicly bid, and staff reviewed the bids received for responsiveness and responsibility in accordance with the bid documents. Under the solicitaiton, award is based on the lowest responsive and responsible base bid. A summary of all bids received by the deadline is provided below.

Vendor Location Bid Amount
AP Engineering Monrovia, CA $568,466.46
J. De Sigio Construciton, Inc. Irvine, CA $633,906.00
Gentry Brothers, Inc. Irwindale, CA $648,770.00
Guiterrez Pipeline Whittier, CA $680,746.22
Big Ben Inc.  Irvine, CA $669,960.00
Robert Brkich Construciton
Corp Monrovia, CA $723,500.00
American Pipeline Services Monrovia, CA $840,950.00
Dominguez General
Engineering Inc. Pomona, CA $855,600.00
J.A. Salazar Construciton &
Supply Corp. La Habra, CA $960,822.58
Valverde Construciton Inc Santa Fe
Springs, CA $992,092.20
Doty Bros. Equipment
Company
Norwalk, CA $1,000,950.00
Grbcon Inc. Baldwin
Park, CA $1,281,976.00
All Pro Custom Pools Inc dba AP Engineering submitted the lowest base bid at $568,466.46. Subject to City Council award and finalizaiton of the construciton agreement in a form approved by the City Attorney, the contractor will be required to submit all required bonds, insurance, and supporitng contract documents prior to execuiton.

Staff also reviewed AP Engineering’s supplemental qualificaitons, insurance documentaiton, and references for comparable municipal waterline work. AP Engineering submitted a bid confirmaiton staitng that its bid fully accounts for traffic control, pavement restoraiton, uitlity coordinaiton, tesitng, chlorinaiton, and associated appurtenances required for complete project delivery. Supplemental materials idenitfy recent comparable work for the City of Adelanto and the City of Hesperia, as well as the project superintendent, Manuel Maritn, who is idenitfied as having more than 20 years of underground uitlity construciton experience. The contractor also idenitfied JLM Grading & Paving for grind and overlay paving and striping work and Guilherme Engineering for trench excavaiton.

Staff’s reference review produced favorable feedback. The Adelanto reference stated that AP Engineering completed its Bellflower Street Water Main and Service Replacement project on itme and within budget, with no field issues and no change order disputes, and affirmaitvely recommended the firm for similar work. The Hesperia reference stated that the contractor completed its work in a itmely manner, used approved materials for the new water main and fire hydrant installaiton, and completed the disinfeciton process for the new pipeline. Based on the bid results and staff’s review of the contractor’s qualificaitons, experience, insurance, and references, staff determined that AP Engineering is the lowest responsive and responsible bidder and recommends award of the contract.

STRATEGIC PLAN RELATIONSHIP
This project supports the City’s strategic objecitve of maintaining and improving criitcal public infrastructure and ensuring reliable, long-term water system performance for the community.

ENVIRONMENTAL ANALYSIS
The proposed aciton is categorically exempt from the California Environmental Quality Act pursuant to CEQA Guidelines Seciton 15302(c), which applies to the replacement or reconstruciton of exisitng uitlity systems and faciliites involving negligible or no expansion of capacity. The Lima Street Water Main Replacement Project involves the replacement of exisitng water infrastructure in order to maintain conitnued uitlity service and does not expand the system’s capacity.

FISCAL IMPACT
Funding for the Lima Street Water Main Replacement Project is included in the City’s FY2025-26 Capital Improvement Program budget and will be funded from Expense Account No. 71000.81100.56011, Wells, Pumps, Water Dist Sys. The base bid submitted by All Pro Custom Pools Inc dba AP Engineering is $568,466.46. The proposed construciton conitngency is $56,846.65, which is equal to 10 percent of the base bid. Accordingly, the total project authorizaiton amount is $625,313.11.

The construciton conitngency is separate from the construciton contract and is intended solely to address unforeseen field condiitons or necessary changes encountered during underground uitlity construciton. The contract amount itself remains $568,466.46 unless modified through approved change order procedures.

Approved by:
___________________________
Michael Bruckner
City Manager
Attachments

1. AP Engineering - Bid.pdf

2. AP Engineering - COI.pdf

3. Lima Supplemental information.pdf

4. Adelanto AP Engineering Reference.pdf

5. Foremost Heaperia.pdf

SECTION C

LIMA STREET

WATER MAIN REPLACEMENT
SPECIFICATION NO. WT26O1

IN THE CITY OF SIERRA MADRE, CALIFORNIA

PROPOSAL INFORMATION AND DOCUMENTS

BID PROPOSAL

BID SCHEDULE

BID BOND

BID GUARANTEE

BIDDER INFORMATION

EXPERIENCE STATEMENT

DESIGNATION OF SUPPLIERS AND STIBCONTRACTORS
NON.COLLUSION AFFIDAVIT
APPROVED FOR USE III24/2025

BID PROPOSAL

LIMA STREET

WATER MAIN REPLACEMENT
SPECIFICATION NO. WT26O1

IN THE CITY OF SIERRA MADRE, CALIFORNIA
The undersigned, as a bidder, declares that he/she has examined all of the contract documents and specifications contained in this project manual for the above-referenced project and that he/she will contract with the City on the form of contract provided herewith to do everything necessary for the fulfillment of this contract at the price, and on the terms and conditions therein contained.

The following are included and are to be considered as forming a part of this proposal: BID PROPOSAL, BD SCIIEDTJLE, BID BOND, NON.COLLUSION AFFIDAYIT, BID GUARANTEE (if submitted in lieu of Bid Bond), BIDDER INFORMATION, EXPERIENCE

STATEMENT, DESIGNATION OF SUPPLIERS & SUBCONTRACTORS, BIDDER'S STATEMENT REGARDING INSTIRANCE COVERAGE, ANd STATEMENT
REGARDING CONTRACTOR'S LICENSING LAWS.

Contractor acknowledges receipt and inclusion of addendu I to L into this bid proposal and the contract documents.

Attached is a Bid Bond duly completed by a guarantee company authorized to carry on business in the State of California in the amount of at least l|Yo of the total amount of this proposal, or alternatively, there is attached a certified or cashier's check payable to the City or evidence of a cash payment to the City, in the amount of at least 10% of the total amount of our proposal.

If this proposal is accepted, we agree to sign the contract form and to fumish the Performance Bond and the Payment Bond (each to be 100% of the bid amount), the Maintenance Bond (to be 50% of the bid amount), and the required evidence of insurance within ten (10) calendar days after receiving written Notice of Award of Contract.

We further agree if our proposal is accepted and a contract for the performance of the work is entered into with the City, to plan the work so and to prosecute it with such diligence that all of the work shall be completed within the time stipulated in SECTION E - TIME OF COMPLETION.

NAME OF BIDDER (FIRM): Ir
MAILING ADDRESS:

STATE OF INCORPORATION:

TELEPHONE NUMBER: 20 o //o)^ o3clo
AUTHORZED SIGNATURE:
ik
TITLE: ?r", i ,/rz
DATE: I - e)-2L
(If Company is a Corporation, provide corporate resolution per B 1.06 PROPOSAL.) APPROVED FOR USE II/24/2025

BID SCHEDULE

LIMA STREET

WATER MAIN REPLACEMENT
SPECIFICATION NO. WT26O1

IN THE CITY OF SIERRA MADRE, CALIF'ORNIA
The cost of all labor, services, material, equipment, and installation necessary for the completion of the work itemized under this schedule, even though not shown or specified, shall be included in the unit price for the various items shown herein. For a description of the work associated with each bid itern, see SECTION E-SPECIAL PROVISIONS. The City reserves the right to increase or decrease the quantity of any item or omit items as may be necessary, and the same shall in no way affect or void the contract, except that appropriate additions or deductions from the contract total price will be made at the stipulated unit price in accordance with these Contract Documents.

The City reserves the right to reject any and all bids, to waive any informality in a bid, and to make awards in the interest of the City.

The Contractor shall perform an independent take-off of the plans and bid accordingly. Quantities listed in this Bid Schedule are intended only as a guide for the Contractor as to the anticipated order of magnitude of work. The Contractor shall be responsible for verifying all estimated quantities. The Contractor will be reimbursed for the quantity of items actually installed as required by the Contract Documents, including addenda, and shown on the plans to neat line and grade.

All bid prices shall include any and all costs, including labor, materials, and all other incidental costs to complete the project, in compliance with the Bid and Contract Documents and applicable standards. Any work items not specifically listed in the bid schedule, but necessary to complete the work per bid and contract documents and appticable standards are assumed to be included in the most applicable bid items or spread amongst the bid prices. Example: trenching, compaction, compaction testing, and pavement restoration is included in LF price of piping.

The Contractor will not be reimbursed for work performed for his convenience, or as required to adapt to field cpnditions, or for unauthorized work performed outside of that required by the Contact Documents.

The Contractor shall be responsible for calculating and providing totals for the bid schedule. The proposal schedule shall include al1 costs for labor, services, material, equipment, and installation associated with completing the work in place per the plans, specifications, and details'

NAME OF BIDDER (FIRM)
CONTRACTOR'S LICENSE NO /(),<q /uL
,9

AUTHORIZED
TITLE:

SIGNATURE:
{c
d
DATE: r-A?-Lb
APPROVED FOR USE 1112412025
)o6q/oL
^)
CONTRACTOR' S LICENSE NUMBER:

CONTRACTOR'S E-MAIL:
,
tsID SCHEDULE (Continued)

LIMA STREET

WATER MAIN REPLACEMENT
SPECIT'ICATION NO. WT26O1

IN TITE CITY OF SIERRA MADRE, CALIFORNIA
BAS.p Brp
r

BASE BID SCHEDULE
Unit
Price Qtv Uuit Total Price lteu Description
General Bid ltems
-?., LA
LS TrafEc Conhol (Notto Exceed 570)
LS , Surveying & Staking
3 'l'renching & Bxcavation Safety Measurcs I LS 0cot> bpn $ Water Pollutiou Coutrol (SWPPPEMPS) 1 LS fro.o
Water Main Bld ltems
l6t rl z:tLl 1,400 LF krsta[ @ErniSbel 6'inch PVC C900 CL 235 Water Main 5 4 Remove & Replace (InJ'lace) Ilxisting t2-inch Water
?< LF 8-t 5
Main
with l2-inch PYC C900 CL 235 Water Main (Base Alignment) Appliss to limie of pipo within connccrion Detail 2 (uma st & cartct Av€loak crEsl Dr) 6 22 LF 4a5* '.l,j"1" 'l Furnish & Insta[ l2-inch PYC C900 cL 235 Water Moin (Alt, Alignment) App,ties to limir of pipe wirhin Connection Detail 2 (Lima St & Cancr Aya/Oak Ct.st D!) 8 Fumish & Install 12" Butterfly Valve 2 EA t\@
9 Furnish & Install 8" Gate Valvc 2 EA 1t*
Lt*r
5 EA t0 Fumish & Install 6" Gate Valve
5 EA llf@ 51,foo il Constuct 6-inch Fire Hydrant Assembly (Excluding Valve) ta Abandou
(Includiag
6-inch
Removal
Iire
of
Hydrant
Hydrant
Asscmbly
Head)
4 EA lrIoc lz"o
Construct I.5-inch Water Service 2 EA 17(.1: ll,15e l3
t4 Cotrstruct l-iuch Water Service 39 EA zvrP
I EA l5 Coustuct l-inch Air-Release A.ssembty
I EA 4a
16 Cosstruct 2-iDch Blow-Off Assembly
EA 75o Z,L7o* Construct Concrete Pipe Support 3
(Over Proposed Pipe/Under Existing Pipe)
at Utility Crossings as NscessarY t7
EA 1tu99 Congtruct Concrete Blanket 3
(Under Proposed Pipe/Over Existing Pipe)
at Utility Crossings as Necessary "
18 APPROVED f'OR USE 1l/2412025
I
1 BASE BID SCIIEDTJLE
Unit
Price Uuit Total Price Descrtption Qry Item
) EA Lfr* 1,mo Abandon Existing Water Mair (Plug/Cap Each Eud) 19 5 EA 5sq 1,5ao
z0 Abandou Existing Vaive
EA \,40o
21 Remove ExistingValve
I EA f,ffi 5p 22
conuect New Tee & Yalve to ExistiDg 'ltePipe per Dctail I (crand view Ave) Noter Existing Firtirg End Typc(s) Unknown' ForBid Pricc, Estimatc Flanges, MJ Adoplcr/Ilrroess' i.*fi"r,""irrungi tn,utruiion iC(t) fsr Dissimilar Meuls being Rcquired' To ayqid Doublc::
gr$6;,ru;Bid itiruitr."r, ior tidrroccss of thc coucctlon ouln aod ahallNglhcludc ffiffioyfipingfiBings Akcady Covered by thc LF pricc in Birl llems 5-7, NQB Vahe FmishmonU&rslallation (Already Covcrcdper Bid lteru 8.9). 1?50 t[,5a)
L EA
Counect New Eittings/Spook to Bxistiug lipe per Detail 2 (Carter Ave) Note Existiog Fittiog Bod Type(s) UDknowtr' for Bi'l Price, E$!Eg!q Fi"$utr M , . -
liip*ii:"Giliid, ira runrie tnsrttuttnrit(s) for Dissimiiarivletalstoing Rtquired]{ggi{ b-rrli"i".frrig, riis Dlu Itoi n i." tt t r thg t'roccss ofthe conucetlon only' ano 1!a! lQI fiffiffifficfiping/Fittings Akcady Covercd bv the L-F nrico in Bid herru 5-7' NQE Valvo i,iirt,iiitrf*riffniiooia.Lruly Corered por Bit ttirnr S-9). Pipdfitlilgs In Detail2 is Covered by Bii Uems 6-7.
23 Street & Surface Improvetnents Bid Items
40 LT' w)
Replace Tmffic Striping: Single Yellow Centerline (Thcrnaoplastic) 24 25 Replace Ttaffic Stripiugl Double Yellow Ccntuliue (Thenaoplastio) l0 LF s 15a EA l,ou 26 Replace Traffic Stiping: Stop Lcgends (Thermoplaslic) 40 LF 5o
Replace Traffic Striping: Standard Crosswalk (ThermopiastiQ 27 EA @
28 Repioce Traffic Sriping: Anow (Thcrmoplastic)
61 , fr ,
Total
The Contractor shall be responsibie for calculating and ploviding unitprices fe' the schedule. The ProPosal schedule shall include al1 costs for services, labor, materials, equiPment, anc instaliation associated with complsting the work in Place per the plans, specifications, and details.

Base Bid Schedule Total: $
56q,5oJ :?-1
Base Bid Schedule Total: 5e7,5.i'n--t
APPROVED FOR USE 1TI24i2025
1 BID SCIIEDULE (Continued)
, LIMA STREET

WATER MATN REPLACBMENT
SPECIFICATION NO. WT26O1

IN TIIE CITY OF SIERRA MADRE, CALIF'OENIA
AI,TERNATE EID SCIIEDTILE.
(AS-NEEDED woRA
L,ow
lb t/3

ALTERNATE BID SCIIEDULE
Unit
Price Qtv Unit Total Price
Ltem Description
Water Maiu llid [tems
[,w tgn EA IA
CounectNew Valve (Only) to Exist. 8'k8" 'fee pcr Dctail I (Crand'Vicw Ave)' Note: This Birl trm Price O Accounr for vatve-onty connetion 8t Existing E"x8" Tec (Exisq Tto to iemaia),13G Bid IrcmpriceobaltNOTlncludoVolves (Vrlvcs alrudy CovetcdperBid ltem9). 3 EA lb, 15 48{t8o15 2A construct 45-Degree Vertical offsetutility clearance, per Detail D on sheet 4 50 CY Z@ flPq Provide SlurryBackfill (2-Sack) for ShallowPortions of Water Main 3A 25 CY 4A Remove Iiusuitable Native Material & Replace with CMB for Trench'Zone Backfill (From 12u Above Pipe to Base Asphalt Pavement) CO
54,810 SF g09 Crind (Mill) AC Pavement' Full Sheet Width. Depth of I '5 inches 5A 000
Remove Bxisting Square Manhole Frame & 5 EA Cover and Replace with New Circular Manholg Framp & Cover 6A
4 EA l;t'eo 8or 7A Adjust Existing Manhole Fralne and Cover to Finished Grade 8A Adjust Existirg Valve to Finished Grade r4 EA 5o 1,aoo 9A Constuct l.S-inch Thick Asphalt Concrete Ovcrlay. Type ill C3'PG^64'10 s5s TON o IL 5 EA 5c,0 104 Reset Monuments or Centcrline Ties
1,200 LF 1.50 Lt,4oo
Replace Traffic Striping: Single Yellow Ceuterline (Thermoplastic) 11A 150 LF 12A Replace Tratfic Striping: Double Yellow Centerline (Thermoplastic) 3 EA lPeo 3/ooo
Replace Traffic Striping: Stop Lcgends (Thermoplastic) t3A 40 LF Replace'Iraffic Striping: Stanalsrd Crosswalk (Thermoplastio) t4.6\ \
APPROVED FOR USE I I 124 12025
I
I
\
BID SCHEDITLE (Continued)

LIMA STREET

WATER MATN REPLACEMENT
SPECIHCATION NO. \ryT2601

IN TITE CITY OF SIERRA MADRE, CALIFORNIA
ALTERI$ATE BID SCIIEDUIIts.
(Ap, prrrvrg wom -ffi wATER MAIN RDALIGI{MENT)
ALTERNATE BII} SCIIEDULE
Total Pticc Unit ary Price uuit Item Deseripdon
Geueral Bld ltems
LS Traffic Conhol (Not to Exceed 5%)
LS oq) ) Suwelug & Staking
LS Srooo
J llenching & Excavation Safely Measures
Wster LS @ {t6s 4 Pollulion Conhol (SWPPPIBMPs)
Water MainBidltems
TlalL I
510 LF
5 Furnish & Install l2-inch PVC C900 g- 235 \Yater Main EA
Fumisb & Install 14" Butter[Y Valvc 6
,l I EA Steeo Fumish & Install 12" Butterfly Valve
EA oo
8 Fumish & Install 5" Gate Valve
1 EA lz,6& Constnrot 6-inch Fire l{ydraot Assembly (Excluding Valvc) 9 11(oo l, (oo Abandon 6-inch Fire Hydrant Assembly EA
$ncluding Removal of l{y&ant Head) l0
2 EA
11 Cons8uct 2-inch Water Sen'ice
EA p*ro Spoo
t2 Construct l,inch Water Servic'q
EA AD
Construct 2-inch Air-Release Assembly 13
t4 Construct 2-inch Blow-Off Assembly EA 5t/w 5,m
Constuct EA wP@
perDetail
45-Degree OIIset Utitity Clearance for Culvert Near Station 10+35, l5 D on Sieet 4 of the Lima Street Plans. Approxirnately 10-ft Long' Zora& foo;nb EA r6 Consttrct 45-Degree Offset Above-Grade Chanuel Crossing, with aott Air-Vac, peiDetail I on Shcet 4. Approximately iO'ft Long' Blow-Off
EA
17 Abanilon Existing Water Main (Plug/Cap Each End)
oa
7 EA
18 Abaudon Existing Valve
l, EA l$* 19 Remove Existing Yalve
APPROVED FOl(. USE 1 L 124 12025
t
1 I
1 I
I
I
1 I
I
1 ALTERNATE BTD SCTMDULE
Unit Total Price Unit
Item Description Qtv Pricc
EA 7tN 1t@
20 PerDetail2 at Station 10+00, Remove 3'-5" Pipc Spool andBend' Plug Existiry Pipo End(s), Connect to Existing Valve.

Nota Existhg Fitting End T5pe(a) Uriknovrn. For Bid Price, $gig19 Flanges, MJ Ads-PterJHamess' ii"iUre,nuirt-sirrrrtdri.ril;i<O mrDissimilarMcalsbgingrcluircd.Bi9!gg$q gqdEglibis nld rrim Prlce b for thi Procerg of lhe Connectlon Onty, and sMlNoI lnclttdc ilffiu/riptsgliniogs Atrcadv covcrcd bv rhe LF pricc in BId ltcm 5 '
1f* 8fro' EA 2i
PerDetail3 atReservoir2, Removo 3''5' Spool, Valves, & Tee' Plug Existing Pipe End(s), Couect to Existing 14' Main.

Note: Existhg Fitling End lyFe(s) Ur*soqrr. Por Bid Price, Esiinalg Flu8os, MJ Adapterdlanres' e;6ud,;ililandurrtuiri"tirittO trDissimita!Mctab bcfuRcquired' ro avoid Douilc::
i..ifn-Iifri* afO frlm prlce ts fnr the froc€rs ofthe Connectton Only, atd shall NOT lnclude Gffingl?ipiuB/fi$iags Already CovmA ty {r1.!f pili 1 Bid ltsm 5, NOR Valve nuruishmcsVlrxtallation (Alrcady Covsrd pcr Bid ltsrs 6'?). ('street & Surtace Improvements Bid Items
660 ,) Grind (Mill) ACPavernent. Full Saeet Witlth' Depth of L5 iuches '1,132 SF 5 5 EA 5oo L
Z5 Adjust Eilstiag Valve to Finished Grade
75 TON 0 40, Conshiuct l.S-inch Ihick Asphalt Concrete Overlay' Type III C3'PG'64'10 24 7\ Reset Monumeuts or Centerlfue Ties J EA 5@
Total 35l,zryr-*
The Contractor shall be responsible for calculatirg and providing unit prices for the schedule. The piopora sohedule shall inolude all costs for services, iabor, rnaterials, equipmont, and installation Lsociated with cornpleting the work in place per the plans, specificatio:ls, and details. 75 IpLL ^5b BaseBid Schedule Total: $
Base Bid Schedule Total: a5t,LL1_,5a
1 APPROVED FOB- USE I L 124 I 2025

BID BOND

LIMA STREET

WATER MAIN REPLACEMENT
SPECIFICATION NO. WT26OI

IN TIIE CITY OF SIERRA MAI'RE' CALIFORNIA
AII Pto Custom Pools Inc- dbs
KNOW ALL MEN BY THESE PRESENTS that Bidder .{P-Enslncerius ' as pRINCIPAL, an@ as SURETY, arp held and firmly bound unto the City of Sim CITY, in the penal sum of
TEN PEBqENTOFBIDAM.9uNT .-....---- dollars
rcent (107o) of tlre total amount bid by PRINCIPAL
ioffidproject,forthepaymentofwhichsum'PRlNCIPALandSURETY agree to be bound, jointly and severally, firmly by these presents.

The SURETY, for vatue rccoivcd, hereby stipulates and agrces that the obligations of said SURETY and its BOND shatl be in no way impaired or affected by any extension of the time within whiohthe CITY may accept such Bid; and said SURETY does hereby waive noticeof any such extension.

THECoNDITIoNS OF THIS OBLIGATION ARE SUCH that, whereas PRINCIPAL iS AbOUtt.O suhmit a bid to CITY for the above-stated project, if said bid is rejected, or ifsaid bid is accepted' and a contract is awardcd and enterrd into by PRINCIPAL in tte manner and time specified, and PRINCIPAL provides the required payment and performance bonds and insurance coverages to Cfff, m.n*,is obligation shafl be nuli and void; otherwise it shall rcmain in full force and effeet in favor of CITY.
lN WITNESS WHEREOF the parties hersto have set their names, titles, hands, and seals this -...' day of .Jer.rlnrr...... ..?Js!,ZO m .

PRINCIPAL* AII Plo Cutom Pools Inc. dba AP Engineering
Firm:

Address; 23122 Lane
City, State' ZiP:

Name: (Sign and Print): Ruben David Castaneda Jr.

Title:

Address (If diflerent than Firm):

Telephone:

APPROVED FOR USE IVAT2O25
SURETy* Merchants National Bonding, Inc.

Firm: Southwest Bonding and lnsurance Services Inc.

Address: 7315 N. l6th Street, Suite 100
"4
City, State, Zip: Phoenix. AZ 85020
Name: (Sign and Print): Coleene Piotrorvski
Title: Auornev-ln-Fact
*Provide BIDDER and SURETY name. address, telephone number. and the name, title, address, and telephone number of their authorized representatives. Power of Attomey must be attached.

Subscribed and sworn to this8l.. day of .J*nror$...... 20 tg .

Address (If different than Firm): 6700 Westown Parkway, West Des Moines. lA 50266 Telephone: 800-678-8 I 7 I
NOTARY PUBLIC (sEAL)
APPROVED I.'OR USE III24/2025
.iL
MrncFIANTS
BONDING COMPANY,"

POWER OF ATTORNEY
KnowAllPe.Eons By llrese PrEsents, lhat MERCHANTS BONDING COMPANY (MUTUAL) and MERCHANTS NATIONAL BONDING. lNC.. both b€ing corporatlns of lh€ State ol lowa. d/bia Mercfrants Nalional lndemnity Company (in Cslilomia only) (herein colleditlely called the 'Companlesl do hEIeby make. constitute and apFoinl, individually' Cindy A Metc€lfe; Coleene Piotrowski; Ric* Dyson; Robefl Piolrovr€ki fieir true and la$rful Attomey(sl-in-Fad. to sign ils name as sureMieE) and to execute, seal and acloovrledge 6ny and 3ll bonds. undertaklngs. contraots and other written-irritrumens in iit" natrre thereol. dn tetratf of the Companies in their business oI guaranleelng.lhe ftdelityol p"d;; luG;teelng tnJ pedomince ol contrscls and execuling or guaranteeing bonds and undertakings required or permilled in any aclions orproceodlngs allowed by law.

This power-of-Anomay ls granted and is srgned an., sealed by hcsimile under and. by authority oI the follorrring By-Lans adopled by lhe Board o{ oircaorE of tuer*anri sd'oing Co*p"nviilrrua) on April 23, 2011 and amended Auiust t4, 2-0ts and April 27. 20?4 and adopted by lhe Board or Dlredors of Merctrants National Eonding. tnc.. on Oclober 16, 2015 and amended on April 27. 2024- 'The president. Secretary, Treasurer. or any Assistant Treasurer or any Assislant seqelary or any Vice Presidsnl shall have power and auttrortty lo appoant Aflomiy+in.Faa. and to iulhorize hem to execute on behalf ol the Company. and altach lhe seal of lhe comPany lherelo.

OonOi inO uridenatC1gs. reilgnizances. contrads of indemnity €nd other rvritings obligatory in lha nature fier€of." Th'e signaturc o{ any authorized oflicer and the ieal of the Company may be afrxed by Iacsimile or eleglronic lransmissio-n.toany Poweflltgtl:l or CerdtioUon ftereot authorizing the execution and delirrcry of any bond. undedaking. .recognizance-, oj olhir suretyship obfigauon6 ot lhe Cbrpiri[Jni suctr iignature andieal when so used shall have lhe same force and elfecl as lhough manually fxed.n ln connecllon with obligalions ln hvor or he Flodda oeparlment ot Transpoilation only, it is agreed lhal-the pov/er and aut hority- hereby given to.the Attomey.lo-Fact inctudes any ana ,l consents lor thl release ot retained peroeniages a-nd/or final estimates on engineering. and conslruc{ion .i'"-iiiiG-idqrir* ui trre stil ii iroria. o"prrt.ent of rransportalion. It i$ tutly understood lhat consenting to lhe stale of Florida DEparlmenl ofrran8portalion r.xi,ng p"ireni oirrit nnir esumale to the contrador and/oi its assigneE, shall not retieve lhis sutety company of any of its obligations under ils bond.
ln connection wllh obllgauons in favor of the Kenlucky Departmenl of High$rays only, it is agreed thst lhe pow€r and sulhotily hereby given .
ii Ini .qiiirei-in-r'"d cannoi'ti-i'oiii'lo oi iiro(ea unte$s prior.vr;ittenierso'nat.noti& of such lntant has been givan to lhe commissioner' b.irrrri.niot Xiohwavs of the Commomveatth of Kenturty at liast lhirly (30) days pfiorlo the modificalion orrewcallon. fi-firit iJii Wt erelri. ttr'e Compantes have caused lhis instrument to be signed and sealed lhis z?lh day ol Noveffiber , 2024 Nolary Public
of commission does not this inslrumenti
Elisabsth sandgrsfeld, Seoetary of MERCHANTS BONDING COTIPANY (I'UTUAL} and MERCHANTS NATIONAT BONDING. INC.' dO hereby ceiliry lhat the above and foregoing is a t,ue and correct copy of the PO'j1/ER'OF'AfiORNEY executed by said Companies.which is still in fullforcs and etfect and has nol been amended or revoked ln Witless Wtrereof, I haw hereunlo set my hand and onlhis 2l$ daYof January '2026 #1 Penni Miller
Commisslon Number 787952
My Commission ExPires
lOrtrA January 2027
POA 0018 (6/24)
2003
SecP-lai,y
MERCHANTS BOilDING COMPANY (MUTUAL)
MERGHANTS NATIONAL BONDING, IHC.
dibla MERCHAHTS COI\IPANY
a
By
Prcsident

4.L

STATE OF IOWA
COUNW OF DALLAS ss.

On tiis day of 27!f!.
did say that he is Presidenl
seals amxed lo lhe
of
-o2003
-o1933
-o-

CALIFORNIA NOTARIAL CERTIFICATE
(JURAT)
A notary public or other officer completing this certificate verifies only the identity of the individual who signed the document to which this certificate is attached, and not the truthfulness, accuracy, or validity of that document.

State of California
county ot San Bernarrrl inO
fl- day of Mnwrq
to me on the basis of satisfactory
sworn to (or before me on this
proved
evidence to be the person(s)who appeared before me.
,f2455979
*Calibmia Signature (Seal) San
Copyright O 2018 NotaryAcknowledgement.com. All Rights Reserved

BID GUARANTEE

LIMA STREET

WATER MAIN REPLACEMENT
SPECIFICATION NO. WT26O1

IN THE CITY OF SIERRA MADRE, CALIFORNIA
Note: The following statement shall be used if other than a bid surety bond accompany the bid. "Accompanying this proposal is a money order*, certified check*, cashier's checkx, cash*, payable to the of the of Sierra in the amount of
Dollars 7 t" whichis
at ten percent (10% of the amount of this bid. The proceeds this bid guarantee shall become the property of the City of Sierra Madre provided this bid is accepted by said City through action of its legally constituted contracting authorities, and the undersigned fails to execute a contract and fumish the required bonds and insurance within the stipulated time. Otherwise, the proceeds ofthis bid guarantee shall be returned to the undersigned." NAME oF BTDDER: .fi ll pn ./as*m .paa./;,.?-i3-ft.,./7./.O.;*&;c MATLTNG ADDRESS, ...,,N.2..2.k....y'. x.La......A'\/.... fr,tz/* u*//ry /1, ?zJe Z
AUTHORIZED SIGNATURE: Q,l^, /ntz*Z
TITLE:

DATE:
(*Delete the inapplicable words)
APPROVED FOR USE III24I2O25

BIDDER INFORMATION

LIMA STREET

WATER MAIN REPLACEMENT
SPECIFICATION NO. WT26O1

IN THE CITY OF SIERRA MADRE, CALIFORNIA
BIDDER certifies that the following information is true and correct:

Name of Bidder:.. AIW &r,t*ln.PeIL',EZA . ..n
Business Address: 2.9.2 .2..2...7.g./.a....t"/..... fu../* relephone: .?hA...//a 3: q.3. /. 2 FAX:

E-mair: ....frllOro./x/;J.&u.u'.z.a.l"ar*f
contractor'sLicenseNo.:../.2€.?.1.A.k........ DateLicenselssued: .LA//?/.LA/t.

License Expiration Date: . .. /A / 3.t r/. Zd.Zl. .

The following are the names, titles, addresses, and phone numbers of all individuals, firm members, parbrers, joint venturer's, and/or corporate officers having a principal interest in this proposal: (Name / Title / Address / Telephone)
?-t,Lr*/.... ..U.fr.sr. -.:/a. ..
g-322? A&ln lnt
? /*a,
vily
,.4/.eag./-u.O..
flrA*a t
:r'Lf.

Apa/
* i*/t/^ra e)to.

2.6a .. ?Q-l:..

Any voluntary or involuntary bankruptcy judgments against any principal having an interest in this proposal are as follows: (Type of Judgment lDate)
N/t*
interest in this proposal are as followsl Grincipal / DBA's / Applicable Dates) ?,A* (N{TH€A
All current and prior DBA's, aliases, and/or fictitious business names for any principal having an APPROVED FOR USE 1112412025
Has your firm ever been disgualified from performing work for any City, County, Public, or Private Contracting entity? Ves l@_J)D_. If yes, provide the following information. (If more than Prior Disqualification
once, use separate sheets):

Date:............

Location:.....

Reason:........
.Entitv:

Provide Status and any Supplemental Statement
Has your firm been reinstated by this entity? Yes /@
Violations of Federal or State Law
A. Has your firm or its officers been assessed any penalties by any City for noncompliance, violations of Federal or State labor laws, and/or business or licensing regulations within the past five (5) years relating to your construction projects? Yes/@: N.A..,. Federal / State:

If 'oyes," identify and describe (including status)
Have the penalties been paid? Yes / No:

APPROVED FOR USE I1D4/2025
B. Does your firm or its officers have any ongoing investigations by any CITY regarding violationi of the State Labor Code, Califomia Business and Professions Code, or State Licensing laws?
Yes /@ .N2............... Codes / Laws:.............. Section / Article If "yes," identify and describe (including status)
I declare under penalty of perjury under the laws of the State of Califomia that all of the representations made in this BIDDER INFORMATION are true and correct. Executed this day of 5t^t 2o),L, at
California.

Authorized Representative Siguature and
?o,,
APPROVED FOR USE 1112417025
" fl"

EXPERIENCE STATEMENT

LIMA STREET

WATER MAIN REPLACEMENT
SPECIFICATION NO. WT26O1

IN THE CITY OF SIERRA MADRE, CALIFORIIIA
Pursuant to this BID PROPOSAL and QUALIFICATION OF BIDDERS, the following is a record of the Bidder's experience in construction of a type similar in magnitude and character to that contemplated under this contract. Included in this section should be a complete list of references for similar projects in terms of scope of work, the value of work, and time constraints.

The Contractor must demonstrate that he/she has experience with this type of project and can manage this project effectively. If necessary, additional numbered pages can be attached to this page. The Conffactor must be properly licensed to perform the work in this project as determined by the State Contractor's License Board.

Project Title:

Client: ?^/f
Project Title: /VIAIAJ ,Lirr o \,vih/ Ai"nt
Date Completed: -2 2 Project Value: a
Project Description: / 2oD 7f R" fipll ),7o h/
// /-.*'1.+ wJ
Subject to Federal Labor Standards: @ No
Project Title 2S/
Client: Jl
Project Title: w il.-- Lf ,rt* Q-.P /or.-,
I / *.t- 4 fd/r' /-Dvvu zo"T
Client:

Date Compt"t"a: DCC QO 10{ ProjectValue: I
Project Description: /u
2"))
r' ,rJ/
APPROVED FOR USE I I 124 12025
Subject to Federal Labor Standards: @ No
fi' '', f lb./r4 ao4o,
EXPERIENCE STATEMENT (Continued)

LIMA STREET

WATER MAIN REPLACEMENT
SPECIFICATION NO. WT26O1

IN THE CITY OF SIERRA MADRE, CALIFORNIA
Project Title:

Client:

Project Title: Client
Date Completed: Project Value:

Project Description:

Subject to Federal Labor Standards Yes No
Project Title:

Project Title: Client:

Date Completed: Project Value:

Project Description
Subject to Federal Labor Standards: Yes No
I declare under penalty of perjury under the laws of the State of Califomia that all of the representations made in this EXPERIENCE STATEMENT are true and correct. Executed this n? day of San) 20% at
Representative
APPROVED FOR USE 1I/2412025
and Title
Califomia.

Client:

DESIGNATION OF SUPPLIERS AI\D SUBCONTRACTORS

LIMA STREET

WATER MAIN REPLACEMENT
SPECIFICATION NO. WT26O1

IN THE CITY OF SIERRA MADRE, CALIFORNIA
The following is a list of subcontractors and suppliers, as defined in2-3 SUBCONTRACTS of the Standard Specifications, who will perform work or provide materials of value in excess of onehalf percent of the total bid price or $10,000, whichever is greater.

No subcontractor shall perform work in excess of the amount specified in2-3 SUBCONTRACTS of the Standard Specifications without the written approval of the City.

The Contractor is responsible to ensure that appropriate provisions are to be inserted in all subcontracts to bind subcontractors to the contract requirements as contained herein.

Each subconffactor must agree to comply with all applicable Federal, State, and local requirements.

MBE/
WBE
(ttN)
Work Subcontracted Portion of Work (% of
Conffact Price)
APPROVED FOR USE III24I2O25
Name, Address, and
Lice.pse # of Subcontq.ctor
Employer
,!axId#
Name, Address, and
License # of Subcontractor
Employer
Tax Id #
MBE/
WBE
(Y/N)
Work Subcontracted Portion of Work (% ot
Contract Price)
These representations are made under the penalty of perjury under the laws of the State of California. The undersigned hereby certifies that each subcontractor has been notified in writing of its equal opportunity obligations.
/osrroo
NAME OF BIDDER:

AUTHORZED SIGNA
Date: l'2?'LC
eZ.

APPROVED FOR USE 1112412025
5 NON-COLLUSION AFFIDAVIT
The undersigned declares:

Pn lotTY/a'lt
I am the party making the foregoing bid.

The bid is not made in the interest of, or on behalf of, any undisclosed person, partnership, company, association, organization, or corporation. The bid is genuine and not collusive or a sham.

The bidder has not directly or indirectly induced or solicited any other bidder to put in a false or sham bid. The bidder has not directly or indirectly colluded, conspired, connived, or agreed with any bidder or anyone else to put in a sham bid or to refrain from bidding. The bidder has not in any manner, directly or indirectly, sought by agreement, communication, or conference with anyone to fix the bid price ofthe bidder or any other bidder or to fix any overhead, profit, or cost element of the bid price, or of that of any other bidder. All statements contained in the bid are true.

The bidder has not, directly or indirectly, submitted his or her bid price or any breakdown thereof, or the contents thereof, or divulged information or data relative thereto to any corporation, partnership, company, association, organization, bid depository, or to any member or agent thereof, to effectuate a collusive or sham bid, and has not paid, and will not pay, any person or entity for such pu{pose.

Any person executing this declaration on behalf of a bidder that is a corporation, partnership, joint venture, limited liability company, limited liability partnership, or any other entity hereby represents that he or she has full power to execute, and does execute, this declaration on behalf of the bidder.
of
I declare under penalty of perjury under the laws of the true and correct and that this declaration is executed on statel. qZJoT
Declarant
PrintedName of
State of Califomia that the foregoing is
/1j?2*
l-ll'u\"tel, at Tita tu [city],
fifr/-M/h
APPROVED FOR USE 11/2412025
,"^ W=9
(Rev. October 2019)
Departrnefit of &e Treasuv
lnt€rnal RevenusseMce' ) Go to www.irs.govlFormlt4g for instructions and the latest information.

Give Form to
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Part I
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Cat. No.10231X
Iater.

Form (Rev. 1 8)
01/29/2026
Armstrong Fairway Insurance Agency
12600 Hesperia Rd, Suite A
Victorville, CA 92395
License #: OI29627
Nick Padilla
(760)245-2561 (760)245-2637
[email protected]
00006339-0 54
All Pro Custom Pools Inc
dba AP Engineering
23722 Pala Ln
Apple Valley, CA 92307
Scottsdale Insurance Co-41297
A X CPS8311717 10/19/2025 10/19/2026
X
X
1,000,000
100,000
5,000
1,000,000
2,000,000
2,000,000
Navigators Insurance Co
B Inland Marine 04-IM059205 08/13/2025 08/13/2026 SEE attached Eviden Pertaining to contractor work for certificate holder, Certificate holder is included as an additonal insured to general liability per terms of CG2033 1219, Waiver of Subrogation form 2453 1219,Primary and Non Contributory form CG2001 1219 and apply when required by written contract. Per project Aggregate applies per form CG2503 0509. verification of coverage
(NDP)
Printed by NDP on 01/29/2026 at 08:37AM
ANY PROPRIETOR/PARTNER/EXECUTIVE OFFICER/MEMBER EXCLUDED?

INSR ADDL SUBR

LTR INSD WVD

DATE (MM/DD/YYYY)
PRODUCER CONTACT NAME: PHONE FAX
(A/C, No, Ext): (A/C, No): E-MAIL ADDRESS:

INSURER A :

INSURED INSURER B :

INSURER C :

INSURER D :

INSURER E :

INSURER F :

POLICY NUMBER

POLICY EFF POLICY EXP TYPE OF INSURANCE (MM/DD/YYYY) (MM/DD/YYYY) LIMITS

AUTOMOBILE LIABILITY

UMBRELLA LIAB

EXCESS LIAB WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY
DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Additional Remarks Schedule, may be attached if more space is required)

AUTHORIZED REPRESENTATIVE
EACH OCCURRENCE $ DAMAGE TO RENTED
CLAIMS-MADE OCCUR PREMISES (Ea occurrence) $
MED EXP (Any one person) $ PERSONAL & ADV INJURY $ GEN'L AGGREGATE LIMIT APPLIES PER: GENERAL AGGREGATE $ PRO- POLICY JECT LOC PRODUCTS - COMP/OP AGG $ OTHER: $ COMBINED SINGLE LIMIT $ (Ea accident) ANY AUTO BODILY INJURY (Per person) $ OWNED SCHEDULED BODILY INJURY (Per accident) $ AUTOS ONLY AUTOS HIRED NON-OWNED PROPERTY DAMAGE $ AUTOS ONLY AUTOS ONLY (Per accident) $ OCCUR EACH OCCURRENCE $ CLAIMS-MADE AGGREGATE $ DED RETENTION $ $ PER OTH- STATUTE ER E.L. EACH ACCIDENT $ E.L. DISEASE - EA EMPLOYEE $
If yes, describe under DESCRIPTION OF OPERATIONS below E.L. DISEASE - POLICY LIMIT $ INSURER(S) AFFORDING COVERAGE NAIC #

COMMERCIAL GENERAL LIABILITY
Y / N
N / A
(Mandatory in NH)

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE CANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER.

IMPORTANT: If the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed.

If SUBROGATION IS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

COVERAGES CERTIFICATE NUMBER: REVISION NUMBER:

CERTIFICATE HOLDER CANCELLATION
© 1988-2015 ACORD CORPORATION. All rights reserved.

ACORD 25 (2016/03) The ACORD name and logo are registered marks of ACORD

CERTIFICATE OF LIABILITY INSURANCE
AP Engineering Statement of Waterline
Construction Project Experience
Throughout recent years, our team has successfulty compteted mul.tipte watertine construction projects for pubtic utitity agencies, consistentty demonstrating excettence in quatity, safety, and coordination. Betow are three representative projects that hightight our retevant experience:
. City of Adel,anto Bel,l,fl,ower St water main and service reptacement (City Engi neeri ng/pubtic works)
. Project Value: 665,000.00
. Scope: lnstatl, 1,141'- 8" pvc C900 d114 water main to reptace existing 6" asbestos concrete water main. Project lncl.uded three 6"x8" main line cut in tees and service shut downs, Eighteen 1" water services with hot tap service saddtes, and four 6" fire hydrants. The new water main was chtorinated per AWWA C651-05 standard, pressure tested to the required 200 psi, then dechtorinated and put into service.

Final, water service customer transfer was compteted fottowing the abandonment of the existing 6" water main and services. The project paving inctuded a 2'x4" base pave of PG64-1 O 314" and a 2"x6'grind and cap atong atl trench lines and cut in areas. Traffic contro[ was administered in house and foltowed the Catifornia Manual on Uniform Traffic Control Devices. Al.l, work was compLeted in accordance with the City of Adetanto Ptans and Specs.
. Comptetion:1111512025
. Contact: Richard Burgess city Engineering manager, Phone:(909) 682-0051 a Foremost Heal,th Care Water main instattation (City of Hesperia) a
a
Project Vatue: 450,000.00
Scope: lnstaLt 900'- 8" pvc C900 d118 fire [ine extension and appurtenances to reptace existing high tine. Project incl.uded two inline tie ins to existing maintine, two cut in 8"x8" tees, one 6" fire hydrant, and one fire department connection with post indicator vatve. The new water main was chl,orinated per AWWA C651-05 standard, pressure tested to the required 200 psi, then dechtorinated and put into service. At[ a
a
a
a
a
work was compteted in accordance with the City of Hesperia Pl,ans and Specs.

Traffic controt was administered in house and foltowed the Catifornia Manual on Uniform Traffic Control Devices.

Com pLetio n: 1 21 21 I 2025
Contact: City of Hesperia, lnspector Phone: Erat 760-983-8837 Eaby Rd Maintine Extension (Phetan Pinion Hilts Community Service District/Desert Ho me I nvestment)
Project Va[ue: 503,000. 00
Scope: lnstalted 1,200'- 8" pvc C900 dr18 water maintine extension to acoommodate new development. Project inc[uded One mainline tie in,2tire hydrants, one 4" btow off, and four l " water services. The new water main was chtorinated per AWWA C651-05 standard, pressure tested to the required 150 psi, then dechtorinated and put into service. A[[ work was compteted in accordance with the Phetan Pinion HiLls Community Service District Ptans and Specs. Traffic contro[ was administered in house and fottowed the Catifornia Manual on Uniform Traffic ControI Devices.

Comptetion:8124/2024
Contact: Phone: District inspector Mike 760-628.7510
a
a
AP Engineering
Public Works & Engineering Services
a
a
a
Prevailing Wage / DIR Gompliance Experience
AP Engineering has extensive experience performing work on California public works projects subject to prevailing wage requirements. We have successfully completed dozens of public projects and are thoroughly familiar with the compliance standards enforced by the California Department of lndustrial Relations (DlR). Our firm maintains an active DIR Public Works Contractor Registration and has a proven track record of full compliance with:

California prevailing wage determinations and classifications Proper worker classification and wage rate adherence
Apprenticeship standards and ratios, where applicable
Certified Payroll Reporting (eCPR)through the DIR system Timely weekly certified payroll submissions
Fringe benefit calculations and documentation
Labor Code record retention requirements
AP Engineering routinely coordinates with public agencies, labor compliance officers, and thirdparty labor compliance consultants to ensure all reporting, documentation, and oversight requirements are met without delay. Our internal payroll controls and compliance procedures are structured to ensure accuracy, transparency, and audit readiness at all times. With dozens of successfully completed public works projects, AP Engineering understands the importance of strict labor standards compliance and maintains a proactive approach to meeting all DIR and public agency requirements.

ROBERT LARSEN
9580 SVL BOX
Victorville,Ca. 92395
760-297-0939
[email protected]
ao
OO
AP Engineering
23722 pala ln
Apple Valley Ca92307
760-403-0340
Lic# 1059102
Ruben Castaneda
Project Superintendent and Key Personnel
Superintendent - Manuel Martin
Manuel Martin will serve as the Project Superintendent. He brings over 20 years of direct experience in underground utility construction, including:
. Water main and water service installations
. Sewer mains and services
. Storm drain mainline and structure installation
. Trench excavation and trench safety management
Manuel holds current certifications as a Competent Person, as well as asbestos and OSHA safety certifications. He is highly proficient in managing trench safety, coordinating field crews, and maintaining production efficiency. Manuel has an established track record of delivering waterline projects on schedule and within budget, consistently exceeding production targets with zero leaks or rework due to installation erors. His background working for major pipeline and excavation contractors has equipped him with strong leadership skills, safety-focused decisionmaking, and a collaborative approach that supports overall project success.

Subcontractors
O
ra a
ENtriINEERINTi
'D ra
JLM Grading & Paving
Address: 22910 Marshal St, Perris, CA92570
License: #1028233
Scope: Grind and overlay paving, striping
Approx. Percentage of Work: 15%
Guilherme Engineering
Address: 8765 Mono Rd, Victorville, CA 92392
License: #1080618
Scope: Trench excavation
Approx. Percentage of Work: 20%
GERTIFIGATE OF LIABILITY INSURANCE DATE (MM/DDIYYYY}
THIS CERTIFICATE IS ISSUED AS A MATTER OF INFORMATION ONLY AND CONFERS NO RIGHTS UPON THE CERTIFICATE HOLDER. THIS

CERTIFICATE DOES NOT AFFIRMATIVELY OR NEGATIVELY AMEND, EXTEND OR ALTER THE COVERAGE AFFORDED BY THE POLICIES BELOW. THIS CERTIFICATE OF INSURANCE DOES NOT CONSTITUTE A CONTRACT BETWEEN THE ISSUING INSURER(S), AUTHORIZED

REPRESENTATIVE OR PRODUCER, AND THE CERTIFICATE HOLDER, IMPORTANT: lf the certificate holder is an ADDITIONAL INSURED, the policy(ies) must have ADDITIONAL INSURED provisions or be endorsed. lf SUBROGATION lS WAIVED, subject to the terms and conditions of the policy, certain policies may require an endorsement. A statement on this certificate does not confer rights to the certificate holder in lieu of such endorsement(s).

PR.DU.ER Armstrong Fairway tnsurance Agency
12600 Hesperia Rd, Suite A
Victorville, CA 92395
License #: 0129627

CONTACT
NAME: Nick Padilla
lj!8otF",*,. (760)24s-2s61
INSURER(S} AFFORDING COVERAGE NAIC #
TNSURERA : Scottsdale lnsurance Co41297
INSURED All Pro Custom Pools lnc
dba AP Engineering
23722 Pala Ln
Apple Valley, CA 92307
TNSURER B: Navioators lnsurance co

INSURER C
INSURER D :

INSURER E :

INSURER F :
tFt(

THIS IS TO CERTIFY THAT THE POLICIES OF INSURANCE LISTED BELOW HAVE BEEN ISSUED TO THE INSURED NAMED ABOVE FOR THE POLICY PERIOD INDICATED. NOTWITHSTANDING ANY REQUIREMENT, TERM OR CONDITION OF ANY CONTRACT OR OTHER DOCUMENT WITH RESPECT TO WHICH THIS

CERTIFICATE MAY BE ISSUED OR MAY PERTAIN, THE INSURANCE AFFORDED BY THE POLICIES DESCRIBED HEREIN IS SUBJECT TO ALL THE TERMS, EXCLUSIONS AND CONDITIONS OF SUCH POLICIES. LIMITS SHOWN MAY HAVE BEEN REDUCED BY PAID CLAIMS.

TYPE OF INSURANCE INSD POLICY NUMBER

POLICY EXP
IMM/DD/YYYY} LIMITS

A COMMERCIAL GENERAL LIABILITY
oLATMS-I!/ADE I Xl o."r*
GEN'L AGGREGATE LIMIT APPLIES PER:
,o.,"" EliF3i f--l ,-o"
Y Y cPS831 1 71 7 10t19t2025 10t19t2026 EACH OCCURRENCE E 1.000,000

DAMAGE TO RENTED
PRFIvIISFS 1Fa ocdrrrencel $ 100,000
MED EXP (Any one person) $ 5,000
PERSONAL & ADV INJURY s 1.000.000
GENERAL AGGREGATE s 2.000.000
PRODUCTS. COMP/OP AGG s 2.000.000
$

AUTOMOBILE LIABILITY

ANY AUTO
OWNED

AUTOS ONLY
HIRED

AUTOS ONLY

SCHEDULED
AUTOS

NON-OWNED

AUTOS ONLY
$
BODILY INJURY (Per person) $
BODILY INJURY (Per accident) $
$
$

UMBRELLA LIAB

EXCESS LIAB
OCCUR
CLAII\,,1S-MADE
EACH OCCURRENCE $
AGGREGATE $
DED RETENTION $
$

WORKERS COMPENSATION

AND EMPLOYERS' LIABILITY

ANY PROPRIETORYPARTNERYEXECUTIVE
OFFICEFYMEMBER EXCLUDED?
(Mandatory in NH)
lf vss. describe under
DESCRIPTION OF OPERATIONS below
N/A
PER

STATUTE
OTHER
E.L. EACH ACCIDENT $
E.L. DISEASE. EA EMPLOYEE $
E.L. DISEASE. POLICY LIMIT $
B lnland Marine 04-tM059205 08t13t2025 08t13t2026 SEE attached Eviden DESCRIPTION OF OPERATIONS / LOCATIONS / VEHICLES (ACORD 101, Addltional Remarks Schedule, may be attached if more sPace ls requited) Pertaining to contractor work for certificate holder, Gertificate holder is included as an additonal insured to general liability per terms of GG2O33 1219, Waiver of Subrogation form 2453 1219,Primary and Non Contributory form GG2001 1219 and apply when required by written contract. Per project Aggregate applies per form CG2503 0509.

COVERAGES 00006339-0 REVISION NUMBER: 55
TION
@ 1988-2015 ACORD CORPORATION. All rights reserved.

The ACORD name and Iogo are registered marks of AGORD Printed by NDP on 0211812026 at 10:'16AM

CERTIFICATE HOLDER
City of Sierra Madre
232W. Sierra Madre Boulevard
Sierra Madre, C491024

SHOULD ANY OF THE ABOVE DESCRIBED POLICIES BE GANCELLED BEFORE

THE EXPIRATION DATE THEREOF, NOTICE WILL BE DELIVERED IN ACCORDANCE WITH THE POLICY PROVISIONS.

AUTHORIZED REPRESENTATIVE
(NDP)
ACORD 25 (2016/03)
fi
.O
ENtriINEERINtri
ra
aa
Bid Confirmation Statement
I, Ruben Castaneda, representing AP Engineering, hereby confirm that our bid fully accounts for all work required by the contract documents. This includes, but is not limited to, traffic control, pavement restoration, utility coordination, testing, chlorination, and all associated appurtenances necessary for the complete and proper execution of the project.

Company Information
AP Engineering
Contractor License: 1059102
Address: 23722 PALA Ln., Apple Valley, CA92307
Phone: 760-403-0340
Email : ALLPROPOOLS I @verizon.net
Q,l,- fruril
/- A"/'Ab
ID
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ta
CAUTION: This message is from an EXTERNAL SENDER - be CAUTIOUS, particularly with links and attachments.

From: Richard Burgess
To: [email protected]
Subject: [EXTERNAL] Adelanto AP Engineering Reference
Date: Friday, February 27, 2026 11:34:55 AM
Good afternoon Steven.

AP Engineering completed the following (Bellflower Street Water Main and Service Replacement) project on time and within budget.

AP Engineering was contracted out to replace a section of main including services and fire hydrant installs. The scope of work was completed on time and within allocated contractual amount. There were no field issues, they passed all inspections with no change order disputes.

I would recommend AP Engineering and I would continue to use them. They were priced economically and produced great workmanship. I put them in a very demanding situation to get a scope of work completed in a short time spam and they met all expectations.

Feel free to contact me if you have any questions.

Richard Burgess
Sent from my T-Mobile 5G Device
Get Outlook for Android
From: Earl Bricker
To: [email protected]
Subject: [EXTERNAL] Foremost Heaperia
Date: Friday, February 27, 2026 2:59:27 PM
<table border="0" cellspacing="0" cellpadding="0" align="left" width="`"100%`""> <td width="`"100%`"" style="width:100.0%;background:#783973;padding:5.25pt 3.75pt 5.25pt 11.25pt; word-wrap:break-word" cellpadding="`"7px"> CAUTION: This message is from an EXTERNAL SENDER - be CAUTIOUS, particularly with links and attachments.

The contractor completed hos work in a timely manner Use all tje approve material for the new water main and Fire hydrant installation and completed the disinfection process for the new pipeline.

Please contact call me with any question or coments.
bery Best Regards.

Sent from my iPhone

CITY OF

SIERRA MADRE STAFF REPORT

PUBLIC WORKS SERVICES
DATE: March 24, 2026
TO: Honorable Mayor and City Council
FROM: Brian Dickinson, Director of Public Works
By: Eric Lozick, Management Analyst
SUBJECT:

Revised West Grand View Avenue Traffic Study, Interseciton Control Recommendaitons, and On-Street Parking Management Plan

RECOMMENDATION
It is recommended that the City Council receive and file the findings of the December 2025 Willdan Traffic Study, and provide direcitons to implement the following administraitve and infrastructural acitons:

1. Approve the installaiton of All-Way Stop Controls at the intersecitons of Fairview Avenue & North Sunnyside Avenue, South Sunnyside Avenue & Mariposa Avenue, and North Michillinda Avenue & West Grand View Avenue, based on the applicaiton of Engineering Judgment (Warrant E);

2. Exercise administraitve authority to overrule the traffic study findings and approve the installaiton of an All-Way Stop Control at East Grand View Avenue & North Canon Avenue to prioriitze student and pedestrian safety;

3. Approve infrastructural safety enhancements at East Grand View Avenue & North Canon Avenue, specifically upgrading the exisitng painted crosswalk to a high-visibility crosswalk and modernizing the adjacent pedestrian ramps to align with current Americans with Disabiliites Act (ADA) standards; and

4. Adopt the On-Street Parking Management Plan for West Grand View Avenue, enacitng peak-hour "No Parking" restricitons on the south side of the street from North Baldwin Avenue to North Michillinda Avenue between the hours of 7:00 AM to 10:00 AM and 2:00 PM to 5:00 PM, Monday through Friday.