South Pasadena City Council
June 15, 2022

16 - 60
DocuSign Envelope ID: 25FC7493-EB3C-4E99-AC79-5F32CAC90EFF Exhibit B
Approved Fee Schedule
Fee Schedule Form

MONTHLY FIXED-FEE FOR DAY PORTER & EACH PUBLIC FACILITY FY2019-2020 FY 20:zo.2021
Day Parter & Public Facllttlas Monthly S Monthly$
Day Porter S2.D6000 $2 132 GO

1. City Council Chambers Sl&.70 51B67
2_ PoUce Department 11, 715 68 $1.7511&7

3. South Pasadena City Hail 143335 S44-41II

4. War Memorial Bulldlng St1DOO $93275

5. Eddie Park Clubhouse $3033J 5310 ti

6. Gatfleld Pari< Restrooms $433.:JI $-«4 B

7. Gameld Park Youth House S:103.33 S31D 91

8. Ser.rice Facility (Chy Yard n,ooo $93275

9. The RecreaUon Center 165000 "6525

10. Pubtlc Library S22~665 $228232

11. SenlarCllimn's Center 5117500 $89611!

12. Arrcyo Park Restrooms $8IHI 55 162112

13. Garfield Water Facility S910 OD 59:12.75
A. Monthly Sub-Total (Day Porter & 13 fecilltles): $12,444.04 $12,75414 B. Yearly Sub-Total (Row Ax 12, for each FY}~ $149,328.48 $153,049.69 FY 2D21•2022
Monthly S
s:::,1as ~·
59\ [:<.
$1,IDn.:

S455.~~
S&Sfi.l)j
S316 E:
$455.:~ •
13"Bf'i,
S9SG.ll7
$&8\,H
$2 339 3i
5!119 i r
5837,3:, ~
Sl!i5.C'J
$13,072.99
$156,875.93
C. PROPOSAL GRAND TOT AL (Sum of all 3 vvan In RoW 81: $459,254.11 On-Call Cleanntng Service Hourty Rate (S/HaurJ
ParaanneUTltle I FY 2D19·2020 I FY 2020-2021 FY 2021-2022 Janitor S2s.oo ! 525.50 $26.0,
Supervisor s2a.oo ! S28.50 $29 0 ,
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CDmpan1!1.am, BASE HILL, INC. OBA JAN POINT
sptura: ~~-j -
Nam!! IPnn:): SUNNY KIM
Dall!. 02-19-19
tia.: PRESIDENT
Professional Services Agreement - Contractor Services
RFP #201901
16 - 61
DocuSign Envelope ID: 25FC7493-EB3C-4E99-AC79-5F32CAC90EFF City of South Pasadena
Attachment "C"
Fee Schedule Form

MONTHLY FIXED-FEE FOR DAY PORTER & EACH PUBLIC FACILITY FY 2019-2020 FY 2020-2021 FY 2021-2022
Day Porter & Public Facilities Monthly$ Monthly$ Monthly $ Day Porter S2,080.00 S2,132.00 S2, 185.30

1. City Council Chambers $86.70 S88.87 S91.09

2. Police Department S1 .715,68 $1 ,758.57 S1 ,802.54

3. South Pasadena City Hall $433,35 $444.18 $455.29

4. War Memorial Building S910.00 $932,75 S956.07

5. Eddie Park Clubhouse $303,33 $310.91 $318.69

6. Garfield Park Restrooms $433.35 $444. 18 $455.29

7. Garfield Park Youth House $303.33 S310.91 S318.69

8. Service Facility (City Yard $910.00 $932.75 $956.07

9. The Recreation Center $650.00 $665.25 $681.88

10. Public Library S2,226.65 $2,282.32 $2,339 37

11. Senior Citizen's Center $875.00 $896.88 $919.30

12. Arroyo Park Restrooms $606.65 S621.82 S637.36

13. Garfield Water Facility $910.00 S932.75 ~
A. Monthly Sub-Total (Day Porter & 13 facilities): $12,444.04 $1 2,754.14 $13,072.99 B. Yearly Sub-Total (Row Ax 12, for each FY): $149,328.48 $153,049.69 $~ ee,8+e.9a C. PROPOSAL GRAND TOT AL (Sum of all 3 years in Row B): $459,254.11 On-Call Cleanning Service Hourly Rate ($/Hour) $459,254.04 PersonnelfTitle FY 2019-2020 FY 2020-2021 FY 2021-2022
Janitor $25.00 $25.50 $26.00
Supervisor $28.00 $28.50 $29.00
Notes: FY:::: Fiscal Year, from July 1st through June 30th of the following ~ar. Proposers may use additional pages as necessaryforl1sting ·personnelltitte· hourty rates.
company Name: BASE HILL, INC. OBA JAN POINT
(C.-t,,.(ff,L--
Signature: _ _____ _ _
Name (Print): _S_U_N_N_Y_K_IM __ _
*corrected FY 2021-2022 totals
File date: 01 /05/20 19
~:bd51';,C _ _

SUNNY KIM

PRESIDENT
10-13-2021
Date: 02-19-19
Title: PRESIDENT
$956.05
$156,875.88
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17 17 - 1
Traffic Signal and Streetlight Services Payment and Interim Maintenance Contract June 15, 2022

signal and streetlight services contract. The proposed contract includes provisions for Yunex to supply personnel, equipment, and other materials used in completing traffic signal and streetlight work.

Fiscal Impact
Adequate funding for payment of $200,000 in invoices from January 2021 through June 2022 is available in FY 2021-2022 Public Works Facilities Account Nos. 101-6010- 6601-8020-000 Facilities Maintenance Special Department Expense ($2,000), 101- 6010-6601-8120-000 Facilities Maintenance Building Maintenance ($8,000), 215-6010- 6115-8020-000 Traffic Signals Special Department Expense ($31,000), 215-6010-6115- 8180-000 Traffic Signals Contract Services ($115,000), 215-6010-6115-8180-000 Traffic Signals Machinery & Equipment ($20,000), 215-6010-6201-8020-000 Street Lighting Special Department Expense ($18,000), and 215-6010-6201-8170-000 Street Lighting Professional Service ($6,000).

Adequate funding for FY 2022-2023 traffic signal and streetlight services is available in the City’s Traffic Signal Contract Services Account No. 215-6010-6115-8180 and Street Lighting Special Department Expenses Account No. 215-6010-6201-8020, within the proposed FY 2022-2023 annual budget.

Attachments

1. Maintenance Agreement for Contractor Services with Yunex, LLC 17 - 2
ATTACHMENT 1
Proposed Maintenance Agreement with
Yunex, LLC
17 - 3
Maintenance Services Agreement

Authorized for Use 11.15.16

MAINTENANCE AGREEMENT
Providing Payment of Prevailing Wages
(City of South Pasadena / Yunex, LLC)

1. IDENTIFICATION
This MAINTENANCE AGREEMENT (“Agreement”) is entered into by and between the City of South Pasadena, a California municipal corporation (“City”), and Yunex, LLC, a traffic systems (“Contractor”).

2. RECITALS

2.1. City has determined that it requires the following recurring maintenance services from a contractor: Yunex, LLC

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

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

3. DEFINITIONS

3.1. “Scope of Services”: Scope of Services are listed in Exhibit A. Rates for such services as are set forth in Contractor’s June 3, 2022 proposal to City attached hereto as Exhibit B and incorporated herein by this reference.

3.2. “Agreement Administrator”: The Agreement Administrator for this project is H. Ted Gerber, Public Works Director. 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 Contractor

3.3. “Maximum Amount”: The highest total compensation and costs payable to Contractor by City under this Agreement. The Maximum Amount under this Agreement is FortyThousand Dollars ($40,000).

3.4. “Commencement Date”: July 1, 2022.
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Authorized for Use 11.15.16

3.5. “Termination Date”: September 30, 2022

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 15 (“Termination”) below.

5. CONTRACTOR’S DUTIES

5.1. Services. Contractor 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, Contractor shall coordinate all contact with City through its Agreement Administrator.

5.3. Budgetary Notification. Contractor shall notify the Agreement Administrator, in writing, when fees and expenses incurred under this Agreement have reached eighty percent (80%) of the Maximum Amount. Contractor shall concurrently inform the Agreement Administrator, in writing, of Contractor’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. Contractor shall obtain and maintain in force a City business license for the duration of this Agreement.

5.5. Professional Standards. Contractor shall perform all work to the highest standards of Contractor’s profession and in a manner reasonably satisfactory to City. Contractor 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. Appropriate Personnel. Contractor 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 Contractor or under its supervision or by subcontractor(s) of Contractor, and all personnel engaged in the work shall be qualified to perform such services. Joshua Ferras, Service Account Manager shall be 17 - 5
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Authorized for Use 11.15.16
Contractor’s project administrator and shall have direct responsibility for management of Contractor’s performance under this Agreement. No change shall be made in Contractor’s project administrator without City’s prior written consent.

5.7. Prevailing Wages. This Agreement is subject to the prevailing wage law as more fully set forth in Section 8 (Labor Code), for all work performed under this Agreement for which the payment of prevailing wages is required under the California Labor Code. In particular, Contractor acknowledges that prevailing wage determinations are available for work performed under this Agreement.

5.8. Permits and Approvals. Contractor shall obtain, at its sole cost and expense, all permits and regulatory approvals necessary, if any, for Contractor’s performance of this Agreement including, but not limited to, professional licenses and permits.

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

5.10. Records. Contractor 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 Contractor 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.

6. SUBCONTRACTING AND ASSIGNMENT

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

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

6.3. Subcontracting. Contractor shall not subcontract any portion of the performance contemplated and provided for herein unless (1) such subcontracting is specifically 17 - 6
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described in the proposal attached hereto or (2) the City provides prior written approval.

In any event, Contractor shall supervise all work subcontracted by Contractor in performing the services described in the Scope of Services and shall be responsible for all work performed by a subcontractor as if Contractor itself had performed such work.

The subcontracting of any work shall not relieve Contractor from any of its obligations under this Agreement with respect to the services described in the Scope of Services.

Contractor is obligated to ensure that any and all subcontractors performing any services under this Agreement shall be fully insured in all respects and to the same extent as set forth under Section 13 (Insurance), to City’s satisfaction.

6.4. Compensation for Subcontractors. Contractor 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 Contractor for the services provided under this Agreement, and Contractor agrees to accept payment, the Maximum Amount in full satisfaction for such services. Compensation shall not exceed the Maximum Amount.

Contractor shall not be reimbursed for any expenses unless provided for in this Agreement or authorized in writing by City in advance.

7.2. Invoices. Contractor 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. Contractor shall include a copy of each subcontractor invoice, if any, for which reimbursement is sought in the invoice.

7.3. Taxes. City shall not withhold applicable taxes or other payroll deductions from payments made to Contractor except as otherwise required by law. Contractor 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 Contractor.

8. LABOR CODE

8.1. Prevailing Wage Law. Prevailing Wage Law. This Agreement is subject to the requirements of the prevailing wage laws, including, but not limited to, Labor Code Section 1720 et seq., and Labor Code Section 1770 et seq., as well as Code of Regulations, Title 8, Section 16000 et seq., which require payment of prevailing wage rates and the performance of other requirements on certain “public works” and 17 - 7
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“maintenance” projects. Contractor shall defend, indemnify, and hold harmless City, and its officers, employees, agents, and volunteers free and harmless from any claim or liability arising out of failure or alleged failure of Contractor to comply with such prevailing wage laws.

8.2. Payment of Prevailing Wages. Contractor shall pay the prevailing wage rates for all work performed under this Agreement. When any craft or classification is omitted from the general prevailing wage determinations, the Contractor shall pay the wage rate of the craft or classification most closely related to the omitted classification.

8.3. Forfeiture. Contractor shall forfeit as a penalty to City Two Hundred Dollars ($200.00), or any greater penalty provided in the Labor Code, for each calendar day, or portion thereof, for each worker paid less than the prevailing wage rates for any work done under this Agreement employed in the performance of the Scope of Services by Contractor or by any subcontractor of Contractor in violation of the provisions of the Labor Code. In addition, the difference between such prevailing wage rates and the amount paid to each worker for each calendar day, or portion thereof, for which each worker was paid less than the prevailing wage rate shall be paid to each worker by Contractor.

8.4. Apprentices. Contractor shall comply with the provisions of Labor Code 1777.5 concerning the employment of apprentices on public works projects. Contractor shall be responsible for ensuring compliance by its subcontractors with Labor Code 1777.5.

8.5. Payroll Records. Pursuant to Labor Code 1776, Contractor and any subcontractor(s) shall keep accurate payroll records, showing the name, address, social security number, work classification, straight time and overtime hours worked each day and week, and the actual per diem wages paid to each journeyman, apprentice, worker, or other employee employed by Contractor in connection with this Agreement. Each payroll record shall contain or be verified by a written declaration that it is made under penalty of perjury, stating both of the following: (1) The information contained in the payroll record is true and correct; and (2) The employer has complied with the requirements of Labor Code 1811 and Labor Code 1815 for any work performed by his or her employees on the public works project. The payroll records shall be certified and shall be available for inspection at all reasonable hours as required by Labor Code 1776.

8.6. 8-Hour Work Day. This Agreement is subject to 8-hour work day and wage and hour penalty laws, including, but not limited to, Labor Code 1810 and Labor Code 1813.

Contractor and any subcontractor(s) of Contractor shall strictly adhere to the provisions of the Labor Code regarding 8-hour work day and 40-hour work week requirements, and overtime, Saturday, Sunday, and holiday work. Pursuant to the Labor Code, eight hours’ labor shall constitute a legal day’s work. Work performed by Contractor’s employees in excess of eight hours per day, and 40 hours during any one week, must include compensation for all hours worked in excess of eight hours per day, or 40 hours 17 - 8
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during any one week, at not less than one and one-half times the basic rate of pay.

Contractor shall forfeit as a penalty to City $25.00, or any greater penalty set forth in the Labor Code, for each worker employed in the execution of the work by Contractor or by any subcontractor(s) of Contractor, for each calendar day during which such worker is required or permitted to the work more than eight hours in one calendar day or more than 40 hours in any one calendar week in violation of the Labor Code.

8.7. Registration with DIR. Contractor and any subcontractor(s) of Contractor shall comply with the provisions of Labor Code 1771 and Labor Code 1725.5 requiring registration with the Department of Industrial Relations (DIR).

9. OWNERSHIP OF WRITTEN PRODUCTS
All reports, documents or other written material (“written products” herein) developed by Contractor in the performance of this Agreement shall be and remain the property of City without restriction or limitation upon its use or dissemination by City except as provided by law. Contractor 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 Contractor.

10. RELATIONSHIP OF PARTIES

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

10.2. No Agent Authority. Contractor 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 Contractor or any of Contractor’s employees, except as set forth in this Agreement. Contractor 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 Contractor or its employees look to the City as an employer. Contractor shall not be entitled to any benefits. City makes no representation as to the effect of this independent contractor relationship on Contractor’s previously earned California Public Employees Retirement System (“CalPERS”) retirement benefits, if any, and Contractor specifically assumes the responsibility for making such a determination. Contractor 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 Contractor or any employee, agent, or subcontractor of Contractor providing services under this 17 - 9
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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, Contractor shall indemnify, defend, and hold harmless City for the payment of any employee and/or employer contributions for CalPERS benefits on behalf of Contractor or its employees, agents, or subcontractors, as well as for the payment of any penalties and interest on such contributions, which would otherwise be the responsibility of City.

11. INDEMNIFICATION

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

11.2. Contractor to Indemnify City. To the fullest extent permitted by law, Contractor 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 Contractor’s alleged negligence, recklessness or willful misconduct or other wrongful acts, errors or omissions of Contractor 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. Contractor 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.

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. Contractor 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 Contractor with respect to a claim. If the City requests a defense deposit, Contractor shall provide it within 15 days of the request.

11.6. Waiver of Statutory Immunity. The obligations of Contractor under this Section 12 are not limited by the provisions of any workers’ compensation act or similar act.

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

11.7. Indemnification by Subcontractors. Contractor agrees to obtain executed indemnity agreements with provisions identical to those set forth here in this Section 12 from each 17 - 10
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and every subcontractor or any other person or entity involved in the performance of this Agreement on Contractor’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. Contractor’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. Contractor shall maintain insurance as described in this section and shall require all of its subcontractors, Contractors, and other agents to do the same.

Approval of the insurance by the City shall not relieve or decrease any liability of Contractor. 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 Contractor’s obligation to provide them. Contractor 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 following reference: Traffic Signal and Streetlight Inspection, Maintenance, and Repair
 Documentation of Best’s rating acceptable to the City.  Original endorsements effecting coverage for all policies required by this Agreement.
 City reserves the right to obtain a full certified copy of any required insurance policy and endorsements. Failure to exercise this right shall not constitute a waiver of the right to exercise later.

12.3. Coverage Amounts. Insurance coverage shall be at least in the following minimum amounts:
 Professional Liability Insurance: $2,000,000 per occurrence, $4,000,000 aggregate
 General Liability:
 General Aggregate: $4,000,000
 Products Comp/Op Aggregate $4,000,000
 Personal & Advertising Injury $2,000,000
 Each Occurrence $2,000,000
17 - 11
Maintenance Services Agreement

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 Fire Damage (any one fire) $ 100,000
 Medical Expense (any 1 person) $ 10,000
 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 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. Contractor 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 Contractor 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. 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 Contractor must purchase “extended reporting” coverage for a minimum of five (5) years after completion of contract work.
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12.8. Additional Insured Endorsements. The City, its City Council, Commissions, officers, and employees of South Pasadena must be endorsed as an additional insured for each policy required herein, for liability arising out of ongoing and completed operations by or on behalf of the Contractor. Contractor’s insurance policies shall be primary as respects any claims related to or as the result of the Contractor’s work. Any insurance, pooled coverage or self-insurance maintained by the City, its elected or appointed officials, directors, officers, agents, employees, volunteers, or Contractors shall be non-contributory. 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 Contractor’s insurance at least as broad as ISO Form CG 20 10 11 85 or both CG 20 10 and CG 20 37.

12.9. Failure to Maintain Coverage. In the event any policy is canceled prior to the completion of the project and the Contractor 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 Contractor under this Agreement. Failure of the Contractor 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.

12.10. Insurance Notices. Contractor 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. Contractor shall provide no less than 30 days’ notice of any cancellation or material change to policies required by this Agreement. Contractor 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 South Pasadena, Attn: Public Works Department, 1414 Mission Street, South Pasadena, CA 91030.

12.11. Contractor’s Insurance Primary. The insurance provided by Contractor, 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 or volunteers, shall be in excess of Contractor’s insurance and shall not contribute with it.

12.12. Waiver of Subrogation. Contractor hereby waives all rights of subrogation against the City. Contractor shall additionally waive such rights either by endorsement to each policy or provide proof of such waiver in the policy itself. 17 - 13
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12.13. Report of Claims to City. Contractor shall report to the City, in addition to the Contractor’s insurer, any and all insurance claims submitted to Contractor's insurer in connection with the services under this Agreement.

12.14. Premium Payments and Deductibles. Contractor must disclose all deductables and self-insured retention amounts to the City. The City may require the Contractor 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. Contractor shall be responsible for all premiums and deductibles in all of Contractor’s insurance policies. The amount of deductibles for insurance coverage required herein are subject to City’s approval.

12.15. Duty to Defend and Indemnify. Contractor’s duties to defend and indemnify City under this Agreement shall not be limited by the foregoing insurance requirements and shall survive the expiration of this Agreement.

13. MUTUAL COOPERATION

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

13.2. Contractor Cooperation in Defense of Claims. If any claim or action is brought against City relating to Contractor’s performance in connection with this Agreement, Contractor 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 Contractor’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).
17 - 14
Maintenance Services Agreement

Authorized for Use 11.15.16
If to City:

H. Ted Gerber
City of South Pasadena
Public Works Department
1414 Mission Street
South Pasadena, CA 91030
Telephone: (626) 403-7240
Facsimile: (626) 403-7241
If to Contractor:

Joshua Ferras
1026 E. Lacy Ave
Anaheim, CA 92805
Telephone: 714-284-0206
Facsimile: 714-284-1150
With courtesy copy to:

Andrew L. Jared
South Pasadena 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 5.10 (Records), paragraph 10.4 (Indemnification of CalPERS Determination), Section 11 (Indemnification), paragraph 12.7 (Claims-Made Policies), paragraph 13.2 (Contractor Cooperation in Defense of Claims), and paragraph 18.1 (Confidentiality) 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 Contractor. Contractor 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. Contractor Termination. Contractor may terminate this Agreement for a material breach of this Agreement upon 30 days’ notice.

16.3. Compensation Following Termination. Upon termination, Contractor shall be paid based on the work satisfactorily performed at the time of termination. In no event shall 17 - 15
Maintenance Services Agreement

Authorized for Use 11.15.16
Contractor be entitled to receive more than the amount that would be paid to Contractor 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 Contractor’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 express provisions of this Agreement and the provisions of any document incorporated herein by reference, the provisions of this Agreement shall prevail. This instrument contains the entire Agreement between City and Contractor 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 Contractor.

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.

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. 17 - 16
Maintenance Services Agreement

Authorized for Use 11.15.16

18. GENERAL PROVISIONS

18.1. Confidentiality. All data, documents, discussion, or other information developed or received by Contractor for performance of this Agreement are deemed confidential and Contractor 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. Contractor maintains and warrants that it has not employed nor retained any company or person, other than a bona fide employee working solely for Contractor, to solicit or secure this Agreement. Further, Contractor 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 Contractor, any fee, commission, percentage, brokerage fee, gift or other consideration contingent upon or resulting from the award or making of this Agreement. Contractor 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. Contractor 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 Contractor.

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. Contractor 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 17 - 17
Maintenance Services Agreement

Authorized for Use 11.15.16
advertising; layoff or termination; rates of pay or other forms of compensation; or in terms, conditions or privileges of employment, and selection for training. Contractor 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 Contractor unless in writing signed by one authorized to bind the party asserted to have consented to the waiver. The waiver by City or Contractor of any 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. Contractor shall not be liable for any failure to perform if Contractor 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 Contractor.

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, each party shall pay its own costs, including any accountants’ and attorneys’ fees expended in the action.

18.12. Venue. The venue for any litigation shall be Los Angeles County, California and Contractor hereby consents to jurisdiction in Los Angeles County for purposes of resolving any dispute or enforcing any obligation arising under this Agreement. 17 - 18
Maintenance Services Agreement

Authorized for Use 11.15.16
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 South Pasadena
By:________________________________
Signature
Printed:_____________________________
Title:_______________________________
Date:______________________
“Contractor”
Joshua Ferras, Service Account Manager
By:________________________________
Signature
Printed:_____________________________
Title:_______________________________
Date:______________________
Attest:

By:__________________________________
Christina Munoz, Deputy City Clerk
Date:________________________
Approved as to form:

By:__________________________________
Andrew L. Jared, City Attorney
Date:________________________
17 - 19
Maintenance Services Agreement

Authorized for Use 11.15.16
WORKER’S COMPENSATION INSURANCE ACKNOWLEDGEMENT
I am aware of the provisions of Section 3700 of the Labor Code which require every employer to be insured against liability for workers’ compensation or to undertake self-insurance in accordance with the provisions of that code, and I will comply with such provisions before commencing the performance of the work of this contract. If any class of employees engaged in work under this contract at the site of the Project is not protected under any Worker’s Compensation law, Contractor shall provide and shall cause each subcontractor to provide adequate insurance for the protection of employees not otherwise protected. Contractor shall indemnify and hold harmless City for any damage resulting from failure of either Contractor or any subcontractor to take out or maintain such insurance.

Date:________________________ _____________________________________ Signature
_____________________________________
Printed Name
_____________________________________
Title
17 - 20
Exhibit A
 Furnish all tools, equipment, apparatus, facilities, labor, service and materials, and perform all work necessary to maintain traffic signal and related facilities.  Inspect, clean, and/or adjust each traffic signal control unit once per month. Maintain a record in each controller cabinet including date and time, work performed, and any other relevant information or settings.
 Repair traffic signal systems when signal failure or malfunction occurs.  Perform preventative maintenance to avoid signal failure or malfunction.  Replace all traffic signal lamps when reaching 80% of useful life, but not more than a 12- month frequency, using standard traffic signal lamps compatible with traffic signal systems.
 Furnish spare control units or other equipment as needed. Controller units shall not be replaced, except temporarily for repair, without prior approval of the City.  Clean, polish, and inspect all lenses and reflectors, at the time traffic signals are re-lamped.  When servicing traffic signal systems, replace or change broken, deteriorated, or deteriorated parts as necessary.
 Provide 24-hour / 7 day-per week emergency on-call services, including holidays, to respond to emergency calls in a time not-to-exceed (2) hours.  Provide traffic control/lane closures that conform to the California Manual of Uniform Traffic Control Devices (CAMUTCD), latest version.
 Inspect, maintain, and/or repair other equipment and appurtenances such as safety lighting, street name signs, street lighting, pedestrian signals, flashing beacon and detector devices, fiber-optic communication systems, and streetlights as requested by the City.

List of Traffic Signals Maintained by City of South Pasadena  Fair Oaks Ave. / Bank St.
 Fair Oaks Ave. / Raymond Hill Rd. /
Columbia St.
 Fair Oaks Ave. / Hope St.
 Fair Oaks Ave. / Mission St.
 Fair Oaks Ave. / El Centro St.
 Fair Oaks Ave. / Oxley St.
 Fair Oaks Ave. / Monterey Rd.
 Fair Oaks Ave. / Rollin St.
 Fair Oaks Ave. / Oak St.
 Fair Oaks Ave. / Huntington Dr.
 Fair Oaks Ave. / State St.
 Huntington Dr. / Fremont Ave.
 Huntington Dr. / Marengo Ave.
 Huntington Dr. / Fletcher Ave.
 Fremont Ave. / Maple St.
 Fremont Ave. / Oak St.
 Fremont Ave. / Rollin St.
 Fremont Ave. / Bank St.
 Fremont Ave. / Monterey Rd.
 Fremont Ave. / El Centro St.
 Fremont Ave. / Mission St.
 Fremont Ave. / Grevalia St. (Gold Line Crossing)
 Mission St. / Garfield Ave.
 Mission St. / Orange Grove Ave.
 Mission St. / Meridian Ave. (Gold Line Crossing)
 Mission St. / Grand Ave.
 Monterey Rd. / Via Del Rey
 Monterey Rd. / Orange Grove Ave.
 Monterey Rd. / Diamond Ave.
 Monterey Rd. / Meridian Ave.
 Monterey Rd. / Indiana Ave.
 Monterey Rd. / Pasadena Ave. (Gold Line
Crossing)
 Pasadena Ave. / Arroyo Verde Rd.
17 - 21
Exhibit B
Yunex, LLC Traffic Signal Maintenance Services FY 2022-2023 Proposed Rates (June 3, 2022) 17 - 22
18 18 - 1
Limit produces the City’s FY 2022-23 limit of $31,568,147 for FY 2022-23, the appropriations subject to the limit are $1,140,931 below the legally mandated limit. At this time, it is recommended the City Council adopt the proposed resolution setting the City’s Appropriation Limit for FY 2022-23. The City will continue to closely monitor revenues during this fiscal year to determine if the actual revenues will exceed the limit.

Should the revenues from the proceeds of taxes exceed the legal Limit, alternatives for recalculations and/or a return of excess proceeds will need to considered at that time.

The City’s independent auditors perform a limited review of the calculation as part of their annual audit. Per the State Constitution, the independent auditors are only required to review the annual calculation of the limit itself (Attachment 2, Exhibit A, Section I - Appropriation Limit). The City is responsible for the allocation of proceeds of taxes versus non-proceeds of taxes subject to the Limit (Attachment 2, Exhibit B).

Finance.

Fiscal Impact
While there is no negative fiscal impact to the City, if revenues exceed the appropriations limit, the impact will be brought forward to City Council.

Attachment:

1. Resolution revising the Appropriations Limit for FY 2022-23

2. Gann Calculations Worksheets (Exhibit A-D)
18 - 2
GANN Limits for FY 22-23
June 15, 2022

ATTACHMENT 1
Resolution revising the Appropriations
Limit for FY 2022-23
18 - 3

CITY OF SOUTH PASADENA
RESOLUTION NO. _____

A RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF SOUTH PASADENA, CALIFORNIA,

DETERMINING THE APPROPRIATIONS LIMIT FOR FISCAL YEAR
2022-23 IN ACCORDANCE WITH ARTICLE XIII B OF THE CALIFORNIA CONSTITUTION AND GOVERNMENT CODE SECTION 7910
WHEREAS, Article XIII B was added to the Constitution of the State of California at the Special Statewide election held November 6, 1979 (commonly known as Proposition 4); and
WHEREAS, Government Code Section 7910 was added by California Legislature in 1980; and
WHEREAS, Proposition 111, which, among other things, provides new annual adjustment formulas for the Appropriations Limit, was approved by the voters in June, 1990; and

WHEREAS, The League of California Cities and the State of California Department of Finance have published population and per capita income growth indexes, as well as guidelines for the uniform application of Proposition 111; and WHEREAS, Government Code Section 7910 requires the governing body of each local jurisdiction to adopt, by resolution, its Appropriation Limit; and WHEREAS, said Appropriations Limit must be adhered to in preparing and adopting the City of South Pasadena's (City) annual Budget.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SOUTH

PASADENA, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:

SECTION 1. In compliance with Article XIII B of the Constitution of the State of California, and Government Code Section 7910, the City Council hereby revises the City's Appropriation Limit for the Fiscal Year (FY) 2022-23 from $29,561,956 to $31,568,147.

SECTION 2. In the computation of such limits, the City selected population factors for the County of Los Angeles rather than the City of South Pasadena, for use in FY 2022-23.
18 - 4
SECTION 3. In regard to the cost-of-living factors used in the computation of the Appropriations Limit, the City used the change in California per capita income, rather than the change in assessed valuation due to new nonresidential construction as this netted a higher factor. The City also used the change in County population rather than the change in the City of South Pasadena’s population change. The City is under the limit by $1,140,931
SECTION 4. The City Clerk of the City of South Pasadena shall certify to the passage and adoption of this resolution and its approval by the City Council and shall cause the same to be listed in the records of the City.

PASSED, APPROVED AND ADOPTED ON this 15th day of June, 2022.

Michael A. Cacciotti, Mayor
ATTEST: APPROVED AS TO FORM:

Christina Munoz, Deputy City Clerk Andrew Jared, City Attorney I HEREBY CERTIFY the foregoing Resolution No. XXXX was duly adopted by the City Council of the City of South Pasadena, California, at a regular meeting held on the 15th day of June, 2022, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAINED:
____
Christina A. Muñoz, Deputy City Clerk
18 - 5
ATTACHMENT 2
Gann Calculations Worksheets
(Exhibits A– D)
18 - 6
Exhibit A
South Pasadena
Appropriations (Cann) Limit Calculation
Fiscal Year 2022-23
Appropriation LimitPrior Year, 2021-22 Adopted Limit $29,561,956 Adjustment Factors:

Change in California Per Capita Income (Note 1) 1.0755Change in L.A. County Population (Note 2) 0.9929 1.0679 Current Year, 2022-23 Appropriation Limit $31,568,147
II Appropriations Subject to Limit
Projected 2022-23 Revenues, All City Funds $75,804,419
Less: Non-Proceeds of Taxes (See Exhibit B) (45,055,292)Less: Exclusions (See Exhibit C) (321,911) Total City Appropriations Subject to Limit $30,427,216
III Amount Over/(Under) Limit (I - II) ($1,140,931)
IV Total City Appropriations as a % of Limit 96.39%
Notc I Change in California per capita income, 7.55%, cxcccds thc change in assessed valuation due to nonresidential new construction. 0.75% (provided by FIdL).

Note 2: County of Los Angeles population growth. -0.71%, exceeds South Pasadena population growth. -1.00%.

Total City population as of January 1,2022 is 26,580.
18 -
7 Exhibit B
Non-Proceeds of TaxesFiscal Year 2022-23
Proceeds Nonproceeds
of Taxes of ‘taxes Total
101 GeneralFuitd
Property Tax 14463,414 14463.414Libran’ Special Tax 360,000 160,000 Sales Tax 5466000 5466,000
PSAF Sales Tax (Exempted by Statute) 340,000 140,000
Business License lax 431,000 414,000
Utility Users Tax 4.299,703 4299,703Property Tax - VIE/Swap 3,676,954 3,676954Franchise Fees 10(37.0(30 1,007,00(3Real Propedv Transfer Tax 210.000 210,000 [,icenses/Permils 469.280 469.280
Fines/Penalties 140.000 [40.000
Rentals 327.500 327,500
State. Federal & Local Reinib/Grants
Fees & Charges 3.877.200 3.877.200
Inlerest 181.000 181.000Reimbursement - Scser/Water 483.381 483,384Reimbursement - Other Agencies 315.000 345,1)00 Other Revenues

6.113.755 6.143.735
Total General Fund 28,910,071 13,314.099 42,224,170Other Funds 101 lnsttrance Fund 2.910.000 2,940,000105 Facilities & Equipment 1,000 1.000106 Teclmolog Surcharge 15.000 5000 08 SR-I 10 338,483 118483
205 Local Transit (Prop A) 626.217 30.000 656.2l7207 Local Transit (Prop C) 519.430 49,000 568.430210 Seoer (Enterprise Fund) 2.165.551 2.165,551 213 SB2 Plaititing Grant 160.000 160,000
215 Lighting and Landscape Maintenatice 1.292.079 1.292,079217 PEG Fees 11.000 11.000 218 Clean AirtAB2766i 34.700 34,700220 Parking and Business Improve. ‘Fax 60.000 26.500 86.500226 Mission Meridiati Parking Garage -227 SA - CRA 196.500 196 500 228 Housing Authorit 45.528 45528230 State Gas Tax cApplied to Slate’s Limit) 757.620 757.620232 Counly Park Bond 470.000 470.000233 Measure R 389,573 10.000 399,573234 LACMA Measure M 475.000 475,000236 Measure M 441.516 7.000 448.516237 ROAD FS4AFNT. & REHAB ACCT 592.093 592.093239 MeasureW 251.179 251.179240 Meastire M MSP 250.00(3 250.000245 Bike & Pedestriatt (SB82 I) 24.172 24,172247 SGVCOG Grants 50.000 50.000 255 Capital Growth 40,000 40.000260 CDBG 462.213 264531272 State COPS Grants 102.500 102.500274 I lonieland Security Grant 44.369 44.369275 Park Impact Fees 166.000 166.000277 I SIP Grant 554.365 554,365295 Arroyo Seco Golf Course (Enterprise) 1.634.600 1.634,600310 Se”er Capital Projects 425.808 425.808500 Water Enterprise Fund) 15.008.595 5.008.595503 Water Efficiency Ftttid 265,000 265,000505 2016 Waler Revenue Bonds 2.448,838 2.448,838 510 Water & Sewer Impaci Fees 200,000 200,000927 Redevelopment Obligations Trust Fund 196,500 196,500
Total Other Funds 2,036,736 31,741,193 33,580,249
Less Interest Earnings: (382,500) (382,500)
Subtotal All Funds 30,946,807 44,672,792 75.421,919Interest Earnings (add back) - 382,500 382,500 Total All Funds 30,946,807 45,055,292 75,804,419
18 -
8 Exhibit C
Excluded Costs
Fisca[ Year 2022-23
Category Amount
Federal Mandates
Social Security/Medicare 224,911
Non-Incidental Overtime - FLSA 97,000
321,911
Qualified Debt Service
0 Total Excluded Costs 321,911
18 -
9 Exhibit D
Interest EarningsFiscal Year 2022-23
Category Amount
Non-Interest Tax Proceeds 30,946.807
Exclusions (321.911)
30,624.896
Total Non-Interest Budget 75.421.919Tax Proceeds as Percent of Budget 40.60% Interest Earnings 382.500
Amount of Interest Earned from Taxes 123,800Amount of Interest Earned from Non-Taxes 258,700 Fund
101 181.000
Non-General 201.500
3 82.5 00

GENERAL FUND CALCULATION
Estimated Interest Tax/Non-Tax for General Fund = $181,000 Approx. Ratio of Tax/Non-tax Revenue is 68% to 32%So about 68% of Interest Proceeds attributable to General Fund Tax ProceedsSo this means about 5123.080 is Interest generated from Tax Proceeds

SPECIAL FUND CALCULATION
Total Interest from Special Funds is $201,500
Note: Interest Income for Special Funds were displayed on Non-tax Proceeds side 18 - 10
19 19 - 1
ATTACHMENT 1
City Investment Reports for April 2022
19 - 2

PERCENT CURRENT

INSTITUTION MATURITY CURRENT OF MARKET
NAME DATE YIELD PORTFOLIO COST VALUE *
LOCAL AGENCY INVESTMENT FUND:

LAIF City ON DEMAND 0.523% 28.50% 15,581,019.17 15,581,019.17 SUBTOTAL 28.50% 15,581,019.17 15,581,019.17

ZIONS BANK
Corporate Bonds See Exhibit B-1 2.76% 21.12% 11,549,523.96 11,120,851.50 Government Agency Securities See Exhibit B-1 0.00% 0.00% 0.00 0.00 US Treasury Notes & Bonds See Exhibit B-1 1.23% 48.78% 26,671,119.43 25,864,995.16 US Obligations Variable See Exhibit B-1 0.92% 1.60% 874,953.20 875,609.03 SUBTOTAL 71.50% 39,095,596.59 37,861,455.69
TOTAL INVESTMENTS 100.00% $54,676,615.76 $53,442,474.86 BANK ACCOUNTS:

Bank of the West Account Balance: $15,669,772.48
Zions Bank Uninvested Cash Balance1: $91,319.68
Zions Bank Unsettled Transactions1 -
BNY Mellon Uninvested Cash Balance2 158,366.26
Footnotes:
2 The BNY Mellon Uninvested Cash Balance is information-only as it is funds intended for 2016 Water Revenue Bond.

Required Disclosures:

Average weighted maturity of the portfolio 563 DAYS
Average weighted total yield to maturity of the portfolio 1.337% Projected Expenditures for the next 6 months:

Projected with Prior Year Same Period:

Projected with FY 2022 Adopted Budget:

Gary Pia, City Treasurer Date
1 The Zions Bank Uninvested Cash Balance and Unsetteled Transactions are separate from the investment portion. The sum of the three Zions Bank balance totals to the balance reflected on the provided statement. $ 24,768,416
$ 33,119,219
* Current market valuation is required for investments with maturities of more than twelve months.

In compliance with the California Code Section 53646, as the City Treasurer of the City of South Pasadena, I hereby certify that sufficient investment liquidity to meet the City's expenditure requirements for the next six months and that all investments are in compliance to the City's Statement of Investment Policy.

I also certify that this report reflects all Government Agency pooled investments and all City's bank balances.

Investment Balances at Month End
April 30, 2022
Exhibit A
City of South Pasadena

INVESTMENT REPORT
06/07/2022
19 - 3
2016 Water Revenue Bonds
Investment Issuer Settlement Par Value Coupon Market Value Current Maturity Days to CUSIP Type Date Rate YTM Date Maturity Account Number
BNY Mellon Project Fund
1 Cash 44.89 0.010% 44.89 0.010% 12 Morgan Stanley Treasury Portfolio 158,321.37 0.250% 158,291.81 0.250% 1 Subtotal Cash & Cash Equivalents 0.52% 158,366.26 0.250% 158,336.70 0.250% 1Total Project Fund 158,366.26 0.250% 158,336.70 0.250% 1 Funds and Investments
Exhibit B-2
April 30, 2022
Held by Contracted (Third) Parties
19 -
4 MONTH FY 2012-13 FY 2013-14 FY 2014-15 FY 2015-16 FY 2016-17 FY 2017-18 FY 2018-19 FY 2019-20 FY 2020-21 FY 2021-22 JULY 14,003,563 17,332,153 20,958,651 26,306,572 28,541,631 74,033,803 33,187,829 34,119,395 39,309,559 47,220,730 AUGUST 13,043,563 17,330,985 12,658,088 26,294,151 28,405,544 73,122,925 31,258,493 34,245,197 35,205,219 47,188,874 SEPTEMBER 11,783,420 16,331,557 19,715,369 22,058,959 27,049,892 70,952,657 31,219,168 34,211,588 35,108,138 50,651,612 OCTOBER 11,795,960 13,841,158 17,221,779 22,325,114 27,023,005 70,917,973 26,989,542 30,424,551 32,530,753 47,647,956 NOVEMBER 11,800,260 13,836,635 17,221,849 22,287,418 73,246,265 26,547,176 26,916,772 30,394,571 36,836,391 47,638,933 DECEMBER 11,805,140 16,837,192 20,603,990 22,253,300 71,499,585 28,949,643 27,028,835 30,398,333 36,824,546 51,976,067 JANUARY 11,816,031 18,846,359 26,309,319 27,399,997 71,229,735 32,878,042 35,305,506 30,183,446 43,433,939 56,735,289 FEBRUARY 13,818,580 18,845,663 26,260,788 30,108,605 71,084,575 33,013,420 34,571,287 35,784,459 43,636,405 44,768,920 MARCH 13,319,038 13,145,894 26,315,158 28,939,924 72,604,964 32,833,141 32,568,840 35,894,036 43,608,698 53,763,388 APRIL 17,327,604 13,153,853 26,326,876 28,276,276 75,018,330 33,064,100 32,242,202 36,081,161 42,158,002 53,442,475 MAY 19,327,983 23,452,878 26,310,240 28,429,928 76,053,277 32,879,674 36,925,478 34,133,626 42,180,215 JUNE 19,323,510 22,452,628 29,289,712 26,594,581 75,918,587 33,102,349 38,922,757 34,218,755 42,164,581 April 30, 2022
Exhibit C
Investment Report
Summary of Invested Funds -- Last Day of the Month
19 - 5
Statement of Account
April 1, 2022 Through April 30, 2022
South Pasadena Custody
1414 Mission Street
South Pasadena, CA 91030
City of South Pasadena
-
Confidential And Privileged Information
Exhibit B-1
19 - 6
Cash Reconciliation
Income Principal
Receipts
Disbursements
Sales
Interest
Dividends
Other Receipts
Collective Fund Earnings
Transfers

0.00 0.00
30,171.38 0.00

15.17 0.00

0.00 0.00

0.00 0.00

0.00 0.00
Purchases
Fees
Other Disbursements
Transfers

0.00 0.00

0.00 0.00

0.00 -24,776.46

0.00 0.00
Total Receipts 30,186.55 0.00
Total Disbursements 0.00 -24,776.46
Net Cash Management 0.00 -5,410.09
Opening Balance April 1, 2022 $ 340,766.16 $ -340,766.16 Closing Balance April 30, 2022 $ 370,952.71 $ -370,952.71 April 01, 2022 through April 30, 2022
Account Name : South Pasadena Custody
Cash Reconciliation (2 col) - SUMCTB1 Page 2
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Portfolio
Portfolio Summary
Market Projected Current
% Value Income Yield
April 30, 2022
Cash & Equivalents 0.24% 91,319.68 9.13 0.01%
Fixed Income 99.76% 37,861,455.69 632,730.50 1.67%
Accrued Income
Total Portfolio
Total Market Value
100.00 % 37,952,775.37 632,739.63 1.67%
184,367.83
38,137,143.20
April 01, 2022 through April 30, 2022
Account Name : South Pasadena Custody
Port Sum and Hold w Accruals - ACRHLD Page 3
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April 01, 2022 through April 30, 2022
Account Name : South Pasadena Custody
Holdings
Shares / PV Asset Description Cost Price Market Est Ann Inc Yield Acc Income Money Market Funds - Taxable
91,319.68 Fidelity Gov Port III FCGXX 91,319.68 1.00 91,319.68 9.13 0.01% 0.79 91,319.68 * * Sub Totals * * 91,319.68 91,319.68 9.13 0.01% 0.79 Corporate Bonds (30/360)
384,000 Apple Inc 2.700% 05/13/2022 386,822.73 100.05 384,181.14 10,368.00 2.70% 4,836.47 387,000 Bristol-Myers Squibb Co 2.000% 08/01/2022 388,305.27 100.23 387,896.14 7,740.00 2.00% 1,924.19 191,000 Visa Inc 2.150% 09/15/2022 192,555.51 100.17 191,326.31 4,106.50 2.15% 516.18 383,000 Chubb INA Holdings INC 2.875% 11/03/2022 387,203.87 100.35 384,334.67 11,011.25 2.87% 5,444.11 382,000 Lockheed Martin Corp 3.100% 01/15/2023 391,937.08 100.25 382,946.38 11,842.00 3.09% 3,473.21 383,000 Bank of New York Mellon 2.950% 01/29/2023 384,493.77 100.51 384,958.66 11,298.50 2.93% 2,871.97 289,000 Amazon Com Inc 2.400% 02/22/2023 288,869.68 100.15 289,443.72 6,936.00 2.40% 1,317.45 378,000 General Dynamics Corp 3.375% 05/15/2023 383,835.45 101.10 382,139.29 12,757.50 3.34% 5,879.85 191,000 Cisco Systems Inc 2.200% 09/20/2023 189,862.48 99.39 189,834.85 4,202.00 2.21% 469.50 373,000 Deere John Capital Corp 3.650% 10/12/2023 383,670.76 101.39 378,191.83 13,614.50 3.60% 684.53 374,000 State Street Corp 3.700% 11/20/2023 392,227.00 101.16 378,333.43 13,838.00 3.66% 6,184.58 373,000 Caterpillar Finl Svcs 3.750% 11/24/2023 391,723.44 101.37 378,112.48 13,987.50 3.70% 6,095.11 468,000 Truist Finl Corp 3.750% 12/06/2023 485,403.26 100.99 472,651.24 17,550.00 3.71% 7,059.22 185,000 MetLife Inc 3.600% 04/10/2024 192,070.29 100.76 186,396.75 6,660.00 3.57% 372.07 371,000 Comcast Corp New 3.700% 04/15/2024 389,411.64 100.92 374,413.06 13,727.00 3.67% 575.15 380,000 Texas Instrs Inc 2.625% 05/15/2024 387,088.44 99.39 377,681.67 9,975.00 2.64% 4,597.42 193,000 Paccar Financial Corp 2.150% 08/15/2024 198,071.89 97.87 188,888.79 4,149.50 2.20% 869.31 483,000 Unitedhealth Group Inc 2.375% 08/15/2024 499,393.26 98.46 475,556.97 11,471.25 2.41% 2,403.19 193,000 United Parcel Svcs Inc 2.200% 09/01/2024 195,191.81 98.35 189,822.74 4,246.00 2.24% 699.76 390,000 Coca Cola Co 1.750% 09/06/2024 395,146.14 98.06 382,434.30 6,825.00 1.78% 1,029.47 481,000 PNC Finl Svcs Group Inc 2.200% 11/01/2024 486,684.27 97.84 470,591.87 10,582.00 2.25% 5,291.00 380,000 Pepsico Inc 2.250% 03/19/2025 394,008.12 97.64 371,029.82 8,550.00 2.30% 979.19 383,000 Target Corp 2.250% 04/15/2025 393,670.49 97.14 372,041.55 8,617.50 2.32% 361.07 398,000 US Bancorp 1.450% 05/12/2025 398,598.79 94.27 375,184.44 5,771.00 1.54% 2,708.18 Port Sum and Hold w Accruals - ACRHLD Page 4
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April 01, 2022 through April 30, 2022
Account Name : South Pasadena Custody
Holdings
Shares / PV Asset Description Cost Price Market Est Ann Inc Yield Acc Income 647,000 JPMorgan Chase & Co 3.900% 07/15/2025 692,153.92 100.36 649,309.09 25,233.00 3.89% 7,400.74 462,000 Bank Of America Corp 3.875% 08/01/2025 501,259.80 100.26 463,186.71 17,902.50 3.87% 4,450.62 370,000 Home Depot Inc 3.350% 09/15/2025 398,245.55 100.04 370,151.05 12,395.00 3.35% 1,558.03 199,000 Prudential Finl Inc 1.500% 03/10/2026 196,697.69 93.10 185,275.74 2,985.00 1.61% 416.90 403,000 Procter & Gamble Co 1.000% 04/23/2026 394,061.18 91.48 368,658.59 4,030.00 1.09% 78.80 406,000 Schwab Charles Corp 1.150% 05/13/2026 397,104.32 90.87 368,929.48 4,669.00 1.27% 2,178.00 378,000 Intel Corp 2.600% 05/19/2026 393,756.06 97.08 366,948.74 9,828.00 2.68% 4,419.85 11,258,000 * * Sub Totals * * 11,549,523.96 11,120,851.50 306,868.50 2.76% 87,145.12 U.S. Treasury Notes & Bonds
1,157,000 U S Treasury Notes 1.875% 04/30/2022 1,160,824.84 100.00 1,157,000.00 21,693.75 1.88% 10,846.88 1,933,000 U S Treasury Notes 1.750% 07/15/2022 1,940,950.23 100.18 1,936,548.99 33,827.50 1.75% 9,811.84 1,835,000 U S Treasury Notes 1.750% 01/31/2023 1,842,513.47 99.93 1,833,638.43 32,112.50 1.75% 7,895.06 2,135,000 U S Treasury Notes 1.375% 06/30/2023 2,134,965.14 98.96 2,112,815.22 29,356.25 1.39% 9,731.35 1,188,000 U S Treasury Notes 0.250% 09/30/2023 1,173,488.71 96.94 1,151,617.50 2,970.00 0.26% 243.44 1,699,000 U S Treasury Notes 2.875% 11/30/2023 1,746,960.03 100.48 1,707,097.43 48,846.25 2.86% 20,263.14 1,621,000 U S Treasury Notes 2.125% 03/31/2024 1,626,222.56 98.96 1,604,219.41 34,446.25 2.15% 2,823.46 2,300,000 U S Treasury Notes 2.000% 04/30/2024 2,316,887.76 98.65 2,269,002.90 46,000.00 2.03% 23,000.00 2,191,000 U S Treasury Notes 0.625% 10/15/2024 2,156,939.71 94.82 2,077,598.22 13,693.75 0.66% 561.22 2,010,000 U S Treasury Notes 0.500% 03/31/2025 1,973,674.78 93.42 1,877,780.19 10,050.00 0.54% 823.77 1,843,000 U S Treasury Notes 0.250% 06/30/2025 1,775,777.95 92.04 1,696,352.49 4,607.50 0.27% 1,527.35 1,640,000 U S Treasury Notes 0.375% 11/30/2025 1,574,565.67 91.36 1,498,294.16 6,150.00 0.41% 2,551.24 1,751,000 U S Treasury Notes 0.375% 01/31/2026 1,689,140.62 90.96 1,592,725.36 6,566.25 0.41% 1,614.35 1,625,000 U S Treasury Notes 0.750% 03/31/2026 1,582,327.35 91.96 1,494,364.63 12,187.50 0.82% 998.98 2,036,000 U S Treasury Notes 0.750% 08/31/2026 1,975,880.61 91.16 1,855,940.23 15,270.00 0.82% 2,531.17 26,964,000 * * Sub Totals * * 26,671,119.43 25,864,995.16 317,777.50 1.23% 95,223.25 U.S. Obligations Variable
874,000 U S Treasury Notes 0.925% 10/31/2023 874,953.20 100.18 875,609.03 8,084.50 0.92% 1,998.67 874,000 * * Sub Totals * * 874,953.20 875,609.03 8,084.50 0.92% 1,998.67 Port Sum and Hold w Accruals - ACRHLD Page 5
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April 01, 2022 through April 30, 2022
Account Name : South Pasadena Custody
Holdings
Shares / PV Asset Description Cost Price Market Est Ann Inc Yield Acc Income * * Grand Totals * * 39,186,916.27 37,952,775.37 632,739.63 1.67% Cash Summary
39,187,319.68 184,367.83
-370,952.71
370,952.71

0.00 Principal Cash
Income Cash
Invested Income
Port Sum and Hold w Accruals - ACRHLD Page 6
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Account Transactions
Date Description Income Principal Carrying Value
Starting Balances $ 340,766.16 $ -340,766.16 $ 39,479,079.06 Interest
04/11/2022 Interest 3,330.00
MetLife Inc 3.6000% 04/10/24
04/12/2022 Interest 6,807.25
Deere John Capital Corp 3.6500% 10/12/23
04/15/2022 Interest 6,863.50
Comcast Corp New 3.7000% 04/15/24
04/15/2022 Interest 4,308.75
Target Corp 2.2500% 04/15/25
04/15/2022 Interest 6,846.88
U S Treasury Notes 0.6250% 10/15/24
04/25/2022 Interest 2,015.00
Procter & Gamble Co 1.0000% 04/23/26
Sub Total 30,171.38 0.00 0.00
Dividends
04/01/2022 Dividend 15.17
Fidelity Gov Port III FCGXX
Interest From 03/01/2022 To 03/31/2022
Sub Total 15.17 0.00 0.00
Disbursements
04/12/2022 Cash Disbursement -3,160.36
Miscellaneous Disbursement
Paid To : Morgan Stanley & Co. LLC
Per Sec. 9 of the Custody Agreement-Inv#10823022097 dtd 04-07-22 Acct#255-138705 04/14/2022 Cash Disbursement -1,590.00
Fee Paid To Bank - CC
Paid To : Zions Bank
Per Sec. 9 of The Agreement Custody Services Quarterly Administration Fee $500 (January 2022 - March 2022) Security Purchase $1000 Wire Transfer $90 Invoice No. 10372 Dated 04/11/22. 04/28/2022 Cash Disbursement -20,026.10
Miscellaneous Disbursement
Paid To : Legg Mason Private Portfolio Group, LLC
April 01, 2022 through April 30, 2022
Account Name : South Pasadena Custody
Transactions (3 col) - TRNTNT8 Page 7
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April 01, 2022 through April 30, 2022
Account Name : South Pasadena Custody
Account Transactions
Date Description Income Principal Carrying Value
Per Sec 9 of Custody Agmt - Management Fee Invoice 2022-Q2-CITY0041 dtd 04-22-22 Sub Total 0.00 -24,776.46 0.00
Other/Miscellaneous
04/14/2022 Explanation
Market Fee received in the amount of $500.00. Per invoice dated 03/31/2022. 04/14/2022 Explanation
Miscellaneous Fee received in the amount of $1090.00. Per invoice dated 04/14/2022.

Sub Total 0.00 0.00 0.00
Cash Management
04/01/2022 Sweep - Buy -15.17 15.17
Fidelity Gov Port III FCGXX

15.17 Par Val @ $1.00
04/11/2022 Sweep - Buy -3,330.00 3,330.00
Fidelity Gov Port III FCGXX
3330 Par Val @ $1.00
04/12/2022 Sweep - Buy -3,646.89 3,646.89
Fidelity Gov Port III FCGXX
3646.89 Par Val @ $1.00
04/18/2022 Sweep - Buy -16,429.13 16,429.13
Fidelity Gov Port III FCGXX
16429.13 Par Val @ $1.00
04/25/2022 Sweep - Buy -2,015.00 2,015.00
Fidelity Gov Port III FCGXX
2015 Par Val @ $1.00
04/28/2022 Sweep - Sell 20,026.10 -20,026.10
Fidelity Gov Port III FCGXX
Sold 20026.1 Par Val @ $1.00
Sub Total 0.00 -5,410.09 5,410.09
Ending Balances $ 370,952.71 $ -370,952.71 $ 39,484,489.15 Transactions (3 col) - TRNTNT8 Page 8
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Corporate Trust Services provided by Zions Bancorporation, N.A.

Statement Disclosures & Other Important Information
Please review your statement promptly and report any discrepancies immediately to your account administrator listed on the first page.

Market value information (including accrued income) furnished herein has been obtained from sources that Zions Bancorporation, N.A. believes to be reliable. Zions Bancorporation, N.A. makes no representation, warranty or guarantee, express or implied, that any quoted value necessarily reflects the proceeds that may be received on the sale of a security or asset. Securities and asset prices may vary from actual liquidation value and should only be used as general guide to portfolio value. Prices are received from various pricing services. However, pricing services are sometimes unable to provide timely information. Where pricing sources are not readily available, particularly on certain debt securities, estimated prices may be generated by a matrix system taking various factors into consideration.

Securities, including mutual funds, are not bank deposits and are not FDIC insured, nor are they obligations of or guaranteed by Zions Bancorporation, N.A., its affiliates or of any federal or state government or government sponsored agency. Securities, including mutual funds, involve investment risks, including the possible loss of the principal amount invested.

April 01, 2022 through April 30, 2022
Account Name : South Pasadena Custody
Statement Letter Page 9
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2016 Water Revenue Bonds
Investment Issuer Settlement Par Value Coupon Market Value Current Maturity Days to CUSIP Type Date Rate YTM Date Maturity Account Number
BNY Mellon Project Fund
1 Cash 44.89 0.010% 44.89 0.010% 12 Morgan Stanley Treasury Portfolio 158,321.37 0.250% 158,291.81 0.250% 1 Subtotal Cash & Cash Equivalents 0.52% 158,366.26 0.250% 158,336.70 0.250% 1Total Project Fund 158,366.26 0.250% 158,336.70 0.250% 1 Funds and Investments
Exhibit B-2
April 30, 2022
Held by Contracted (Third) Parties
19 - 15
MONTH FY 2012-13 FY 2013-14 FY 2014-15 FY 2015-16 FY 2016-17 FY 2017-18 FY 2018-19 FY 2019-20 FY 2020-21 FY 2021-22 JULY 14,003,563 17,332,153 20,958,651 26,306,572 28,541,631 74,033,803 33,187,829 34,119,395 39,309,559 47,220,730 AUGUST 13,043,563 17,330,985 12,658,088 26,294,151 28,405,544 73,122,925 31,258,493 34,245,197 35,205,219 47,188,874 SEPTEMBER 11,783,420 16,331,557 19,715,369 22,058,959 27,049,892 70,952,657 31,219,168 34,211,588 35,108,138 50,651,612 OCTOBER 11,795,960 13,841,158 17,221,779 22,325,114 27,023,005 70,917,973 26,989,542 30,424,551 32,530,753 47,647,956 NOVEMBER 11,800,260 13,836,635 17,221,849 22,287,418 73,246,265 26,547,176 26,916,772 30,394,571 36,836,391 47,638,933 DECEMBER 11,805,140 16,837,192 20,603,990 22,253,300 71,499,585 28,949,643 27,028,835 30,398,333 36,824,546 51,976,067 JANUARY 11,816,031 18,846,359 26,309,319 27,399,997 71,229,735 32,878,042 35,305,506 30,183,446 43,433,939 56,735,289 FEBRUARY 13,818,580 18,845,663 26,260,788 30,108,605 71,084,575 33,013,420 34,571,287 35,784,459 43,636,405 44,768,920 MARCH 13,319,038 13,145,894 26,315,158 28,939,924 72,604,964 32,833,141 32,568,840 35,894,036 43,608,698 53,763,388 APRIL 17,327,604 13,153,853 26,326,876 28,276,276 75,018,330 33,064,100 32,242,202 36,081,161 42,158,002 53,442,475 MAY 19,327,983 23,452,878 26,310,240 28,429,928 76,053,277 32,879,674 36,925,478 34,133,626 42,180,215 JUNE 19,323,510 22,452,628 29,289,712 26,594,581 75,918,587 33,102,349 38,922,757 34,218,755 42,164,581 April 30, 2022
Exhibit C
Investment Report
Summary of Invested Funds -- Last Day of the Month
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20 20 - 1
Approval of the First Amendment of the Pro Forma Advisors, LLC Agreement June 15, 2022

284167.v2
retained. Further discussion at the regular Committee meeting on January 2022, the Committee unanimously approved a recommendation to move forward only with Pro Forma.

At the January 19, 2022, City Council meeting, the City Council awarded a professional services agreement with Pro Forma Advisors, LLC for Restaurant Consultant Services in the amount of $19,770.

Analysis
Staff recommends that the City Council approve the first amendment to the professional services agreement with Pro Forma. The professional services agreement is set to expire on June 30, 2022. The extension will allow the agreement to continue an additional six months to complete all required tasks. The amendment will not impact the amount owed to Pro Forma. Due to a delay with a resurgence of COVID and the closure of the Arroyo Seco Golf Course, some of the tasks were unable to be completed. These tasks consist of a facility walkthrough and interviews with local restaurant owners, touring other facilities, and the ability to meet with the ad hoc committee regularly as the Committee had interviews with potential batting cage operators.

Fiscal Impact
There is no fiscal impact with this amendment. This project is budgeted for, and fiscal impact is addressed entirely through the Arroyo Seco Golf Course revenue account:
295-8040-8043-8520. The contract total is $19,770, which is currently encumbered in Fiscal Year 21/22.

Attachment: First Amendment to the Pro Forma Advisors, LLC Agreement 20 - 2
ATTACHMENT 1
First Amendment Pro Forma Advisors, LLC
20 - 3

FIRST AMENDMENT TO THE

PROFESSIONAL SERVICES AGREEMENT

FOR CONSULTANT SERVICES WITH PRO FORMA ADVISORS, LLC
This First Amendment to the Pro Forma Advisors, LLC Agreement (hereinafter “First Amendment”) is made as of the 15th day of June 2022 (the "Execution Date") by and between The City of South Pasadena, California (hereinafter referred to as "City") and Pro Forma Advisors, LLC (hereinafter referred to as "Consultant") to amend the terms of the Agreement.

WITNESSETH:

WHEREAS, on or about January 19, 2022, the City Council authorized the City Manager to execute a contract with Pro Forma Advisors, LLC, for consultant services for the Arroyo Seco Golf Course Restaurant;
WHEREAS, the Terms of the Agreements expire on June 30, 2022; WHEREAS, the City and Consultant desire to extend the contract until the project has been completed or by December 31, 2022.

NOW THEREFORE, THE CITY AND THE CONSULTANT AGREE AS
FOLLOWS:
a) PARAGRAPH 3.6 “Termination Date” is amended to read: Completion of the project or on December 31, 2022.
b) Remaining Provisions of the Agreement. All other terms, conditions, and provisions of the Agreement to the extent not modified by this Amendment, shall remain in full force and effect.
20 - 4
IN WITNESS WHEREOF this First Amendment is signed by the Parties on the date first above written.
“CITY”
City of South Pasadena
By:____________________
Name: Arminé Chaparyan
Title: City: Manager
Date:__________________

APPROVED AS TO
FORM:
___________________
Name: Andrew L. Jared
Title: City Attorney
Date: _______________
ATTEST:
____________________
Name: Christina Muñoz
Title: Deputy City Clerk
Date: _______________
“CONSULTANT”
Pro Forma Advisor, LLC
By:__________________
Name: Gene Krekorian
Title: Principal
Date: _________________
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21 - 1
21 ATTACHMENT 1
Willdan Engineering, Inc.

Professional Services Agreement
21 - 2
21 - 3
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21 - 5
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21 - 7
21 - 8
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21 - 18
ATTACHMENT 2
Willdan Engineering, Inc.

First Amendment
21 - 19
263222.1

FIRST AMENDMENT TO

AGREEMENT FOR SERVICES
THIS AMENDMENT (“Amendment”) is made and entered into on the 15th day of June, 2022 by and between the CITY OF SOUTH PASADENA (“City”) and Willdan Engineering, Inc. (“Consultant”).

RECITALS
WHEREAS, on July 7, 2021, the City Council authorized the City Manager to execute a contract with Willdan Engineering, Inc., to provide interim code enforcement services;
WHEREAS, the Term of the Agreement was through January 8, 2022, with the option to extend upon written agreement of the parties; WHEREAS, the City and Consultant desired to extend the contract until February 7, 2022.

NOW, THEREFORE, THE CITY AND THE CONSULTANT AGREE AS
FOLLOWS:

1. PARAGRAPH 3.7 “Termination Date” is amended to read: February 8, 2022.

2. PROVISIONS OF AGREEMENT. All other terms, conditions, and provisions of the Agreement to the extent not modified by this Amendment, shall remain in full force and effect.
21 - 20
263222.1
TO EFFECTUATE THIS AMENDMENT, the parties have caused their duly authorized representatives to execute this Amendment on the dates set forth below. “CITY” “Consultant”
City of South Pasadena Willdan Engineering, Inc.

By:___________________________ By: __________________________ Signature Signature
Printed: Arminé Chaparyan Printed: _______________________ Title: City Manager Title: _________________________
Date: ________________________ Date: ________________________ Attest:

By:

Christina Muñoz, Deputy City Clerk
Date: ____________________
Approved as to form:

By:

Andrew Jared, City Attorney
Date: ____________________

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22 - 1
22 Approval of MOU with Employee Groups
June 15, 2022

employee attraction and retention efforts are necessary, and staffing shortages are affecting all industries. This alignment is intended to enhance employee retention and provide for competitive recruitment efforts. At the beginning of the year, the City initiated a salary survey of compensation for all full-time classifications, which served as the data upon which compensation considerations were made, comparing salary data with nine other comparable public agency cities of similar size, demographics and services to the public.

Included in the compensation and benefits package is a one-time payment of funds to employees within each of the associations that have reached agreement with the City and Management employees. The lump sum payment varies for each bargaining group and is intended to recognize the essential work and public service provided by employees who continued to diligently work through the COVID-19 pandemic.

The proposed MOUs reflect the agreements reached with each employee group/Association. Accordingly, each MOU presented for City Council approval has been approved by each Association’s governing board and their respective memberships. City staff was able to reach agreement with the Police Officer’s Association (POA) and Public Service Employee’s Association (PSEA) full-time employee groups for a three-year term. Attachment 3 provides a resolution listing the compensation and benefits for management employees for the next three years.

Three-year labor agreements with represented employees are advantageous as it will promote stability within the organization, and enable the City to more accurately forecast expenses in the next three years.

Fiscal Impact
Employee salaries and benefits are largely funded by the General Fund, with specific positions funded through enterprise funds.

As discussed during City Council budget hearings, a portion of the State and Local Fiscal Recovery Funds, received through the American Rescue Plan Act of 2021, will be used to fund the first year of the MOUs, including compensation, benefits and the one-time lump-sum payments. The total fiscal impact for the 2022-2023 fiscal year is estimated at $1,160,000. Funds for future years of the MOU will be appropriately budgeted.

Attachments:

1. Resolution adopting an MOU between the City and the POA

2. Resolution adopting an MOU between the City and the PSEA

3. Resolution Approving Unrepresented Management Employee Benefits Listing and Management Salary Schedule
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ATTACHMENT 1
Resolution Adopting an MOU between the City and the POA 22 - 3
RESOLUTION NO. _____

A RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF SOUTH PASADENA, CALIFORNIA,

ADOPTING A MEMORANDUM OF UNDERSTANDING

BETWEEN THE CITY OF SOUTH PASADENA AND
THE SOUTH PASADENA POLICE OFFICERS’ ASSOCIATION,
SUPERSEDING RESOLUTION NO. 7623
WHEREAS, California Government Code Section 3500, et seq., (the Meyers-Milias-Brown Act) requires that public employers meet and confer regarding wages, hours, and other terms and conditions of employment; and WHEREAS, in early 2022, the City initiated a salary survey of compensation for all full-time classifications, which served as the data upon which compensation considerations were made, comparing salary data with nine other comparable public agency cities of similar size, demographics and services to the public; and
WHEREAS, the City’s negotiating team met and conferred with the South Pasadena Police Officers’ Association (POA) representatives on numerous occasions to discuss terms and conditions of employment; and WHEREAS, the City and the POA have agreed to the terms included in the attached Memorandum of Understanding attached hereto as “Exhibit A.”

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SOUTH

PASADENA, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:

SECTION 1. The Memorandum of Understanding between the City of South Pasadena and the South Pasadena Police Officers’ Association, attached as Exhibit A, is approved and adopted by the City Council of the City of South Pasadena.

SECTION 2. The City Council declares that this resolution supersedes Resolution No. 7623, which represented the previous Memorandum of Understanding between the City and the South Pasadena Police Officers’ Association.

SECTION 3. The City Clerk of the City of South Pasadena shall certify to the passage and adoption of this resolution and its approval by the City Council and shall cause the same to be listed in the records of the City. 22 - 4
PASSED, APPROVED AND ADOPTED ON this 15th day of June, 2022.

Michael A. Cacciotti, Mayor
ATTEST: APPROVED AS TO FORM:

Christina Muñoz, Deputy City Clerk Andrew Jared, City Attorney (seal)
I HEREBY CERTIFY the foregoing resolution was duly adopted by the City Council of the City of South Pasadena, California, at a regular meeting held on the 15th day of June, 2022, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAINED:

Christina Muñoz, Deputy City Clerk
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8935827.1 SO140-108

EXHIBIT A
CITY
of

SOUTH PASADENA
AND
POLICE OFFICERS’ ASSOCIATION

MEMORANDUM OF UNDERSTANDING
2022 - 2025
EFFECTIVE JULY 1, 2022 – JUNE 30, 2025
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TABLE OF CONTENTS

1. GENDER REFERENCES.......................................................................................................1

2. REPRESENTED CLASSIFICATIONS RECOGNIZED ....................................................1

3. ASSOCIATION RIGHTS AND RESPONSIBILITIES .......................................................1 3(a) ASSOCIATION AND EMPLOYEE RIGHTS ........................................................1 3(b) DUES AND BENEFITS DEDUCTION ...................................................................2 3(c) ASSOCIATION NEGOTIATING COMMITTEE .................................................2 3(d) RELEASE TIME FOR GRIEVANCES...................................................................3 3(e) ASSOCIATION OFFICE SPACE ............................................................................3

4. MANAGEMENT RIGHTS AND RESPONSIBILITIES ....................................................4 4(a) MANAGEMENT RIGHTS .......................................................................................4 4(b) IMPACT ON MANAGEMENT RIGHTS ...............................................................6

5. COMPENSATION ..................................................................................................................6 5(a) SALARY SCHEDULE ADJUSTMENTS ................................................................6 5(b) SALARY STEPS ........................................................................................................7 5(c) ACTING APPOINTMENTS .....................................................................................7 5(d) OVERTIME ................................................................................................................7 5(e) COURT TIME ............................................................................................................9 5(f) COURT TIME & STANDBY ...................................................................................9 5(g) RECALL ...................................................................................................................10 5(h) MOVIE DETAILS ...................................................................................................10 5(i) HOURS OF WORK .................................................................................................10 22 - 7
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6. RETIREMENT BENEFITS (SUBJECT TO AB 340 LANGUAGE BELOW)...............11 6(a) PAYMENT OF EMPLOYEE CONTRIBUTION .................................................11 6(b) OPTIONAL TRANSFER TO SALARY ................................................................12

7. INSURANCE BENEFITS.....................................................................................................12 7(a) INSURANCE BENEFITS ADMINISTRATIVE PROVISION ...........................12 7(b) MEDICAL INSURANCE ........................................................................................13 7(c) DENTAL INSURANCE...........................................................................................13 7(d) ACCIDENTAL DEATH AND INJURY POLICY ................................................14 7(e) LIFE INSURANCE ..................................................................................................14 7(f) VISION CARE .........................................................................................................14 7(g) CASH IN LIEU OF PARTICIPATION IN MEDICAL INSURANCE PLAN(S) ....................................................................................................................14 7(h) RETIRED EMPLOYEE’S MEDICAL COVERAGE ..........................................15 7(i) IRS 125 PLAN ..........................................................................................................15

8. RECOGNIZED HOLIDAYS................................................................................................16

9. FLOATING HOLIDAYS......................................................................................................16 9(a) ACCRUAL RATES ..................................................................................................16 9(b) MAXIMUM ACCUMULATIONS .........................................................................16 9(c) USE OF FLOATING HOLIDAYS .........................................................................17

10. VACATION ............................................................................................................................17 10(a) ACCRUAL RATES ..................................................................................................17 10(b) MAXIMUM ACCUMULATION AND VACATION BUYBACK ......................17 10(c) USE OF VACATION ...............................................................................................18

11. SICK LEAVE .........................................................................................................................18 22 - 8
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11(a) ACCRUAL RATES ..................................................................................................18 11(b) MAXIMUM ACCUMULATION ...........................................................................18 11(c) CONVERSION TO CALPERS SERVICE CREDITS .........................................18 11(d) USE OF SICK LEAVE ............................................................................................19

12. BEREAVEMENT LEAVE ...................................................................................................20 12(a) ACCRUAL RATES ..................................................................................................20 12(b) USE OF BEREAVEMENT LEAVE .......................................................................20

13. UNIFORMS AND SAFETY EQUIPMENT ........................................................................20 13(a) UNIFORMS CLEANING AND REPLACEMENT ALLOWANCE ..................20 13(b) NEW HIRES .............................................................................................................21

14. OTHER BENEFITS ..............................................................................................................22 14(a) LONGEVITY PAY ..................................................................................................22 14(b) SHIFT DIFFERENTIAL .........................................................................................22 14(c) BILINGUAL PAY ....................................................................................................22 14(d) TUITION REIMBURSEMENT .............................................................................22 14(e) EDUCATIONAL INCENTIVE ..............................................................................23 14(f) TRAINING INCENTIVE ........................................................................................23 14(g) EMPLOYEE WELLNESS, BALANCE AND PROFESSIONAL
DEVELOPMENT .....................................................................................................23

15. SPECIALTY ASSIGNMENTS ............................................................................................24 15(a) DETECTIVE INCENTIVE .....................................................................................25 15(b) MOTORCYCLE DUTY INCENTIVE ..................................................................25 15(c) K9 INCENTIVE .......................................................................................................25

16. GENERAL PROVISIONS ....................................................................................................25 16(a) PROVISIONS OF MOU ..........................................................................................25 22 - 9
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16(b) SEVERABILITY PROVISION ..............................................................................26 16(c) RENEGOTIATION .................................................................................................26 16(d) GRIEVANCE PROCEDURE .................................................................................26

17. ADDITIONAL PROVISIONS ..............................................................................................26 17(a) PROBATIONARY PERIOD FOR NEW HIRES .................................................26 17(b) REOPENER .............................................................................................................26

18. RATIFICATION AND IMPLEMENTATION ...................................................................27

19.TERM.................................................................................................................................28 APPENDIX A: POLICE OFFICERS’ ASSOCIATION SALARY SCHEDULES EFFECTIVE JUNE 30, 2022
APPENDIX B: POLICE OFFICERS’ ASSOCIATION SALARY SCHEDULES EFFECTIVE JULY 4, 2022
APPENDIX C: POLICE OFFICERS’ ASSOCIATION SALARY SCHEDULES EFFECTIVE JULY 3, 2023
APPENDIX D: POLICE OFFICERS’ ASSOCIATION SALARY SCHEDULES EFFECTIVE JULY 1, 2024
APPENDIX E: PROCEDURE FOR MOVIE DETAIL ASSIGNMENTS
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1. GENDER REFERENCES
As used in this Memorandum of Understanding (MOU), all references to gender, such as "he", "him", or "his," and references to "they", "them", and "theirs", shall apply equally to both sexes.

2. REPRESENTED CLASSIFICATIONS RECOGNIZED
Pursuant to the provisions of the Employee Relations Resolution of the City of South Pasadena, the City recognizes the South Pasadena Police Officers’ Association as the exclusively recognized employee organization on behalf of full-time sworn and nonsworn employees occupying the job classifications of:

Police Sergeant
Police Corporal
Police Officer
Police Officer Recruit
Police Assistant
Senior Clerk
Parking Control Officer
Police Clerk II
Police Clerk I

3. ASSOCIATION RIGHTS AND RESPONSIBILITIES
3(a) ASSOCIATION AND EMPLOYEE RIGHTS
The City and Association shall comply with the provisions of the Meyers-MiliasBrown Act (MMBA) governing meet and confer rights of employee organizations. Each party shall retain those rights respectively vested by local, state and federal law.
3(b) DUES AND BENEFITS DEDUCTION

1. The City shall, during the term of this MOU, deduct monies for membership dues and insurance premiums on a monthly basis from sworn employees and non-sworn employees who voluntarily authorize the deduction in writing. Membership dues will be deducted based on authorizations in writing retained by the Association. The Association 22 - 11
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shall submit to the City a certified list of members and the amount to be deducted for each. The Association shall update that list after members are added or withdraw, or when the withholding amount changes, and submit the updated list to the City promptly. The City may request a copy of a member’s signed authorization card when there is a dispute. If changes in deduction cannot be implemented within 30 days, the City shall notify the Association. The City shall remit the monies from authorized deductions monthly on a check made payable to the Association.

2. The Association agrees to hold the City harmless and indemnify the City against any claims, causes of action, or lawsuits arising out of any action that shall be taken by the City for the purpose of complying with this section.
3(c) ASSOCIATION NEGOTIATING COMMITTEE

1. The Association may select three representatives to attend Meet and Confer sessions with management representatives during regular work hours without loss of compensation. At no time shall hours spent in Meet and Confer sessions be used in the computation of overtime and the time spent on meet and confer activities shall not be considered “hours worked” for purposes of overtime calculations.

2. The Association shall provide the Chief of Police (hereinafter abbreviated and referred to as "Chief") and the Human Resources Manager a written list of the employees who shall serve as the Association representatives for the purpose of Meet and Confer. Such list shall be provided at least two calendar weeks prior to the first meet and confer session whenever practical.

3. The Association Negotiating Committee (hereinafter referred to as “Committee”) shall be permitted on-duty release time, not to exceed one hour per negotiating session, as approved by the Chief, for preparation.

Prior to any release time being granted, the Committee shall give the Chief as much advance notice as possible as to the date, time, and duration of the requested release time. Release time for preparation may only be extended beyond limits with the approval of the Chief.

4. Subject to the limitations set forth in this MOU, on-duty members of the Association's Board of Directors shall be granted a release from their assigned duties to attend scheduled meetings of the Association after prior written request and if approved by police management.

5. Subject to the limitations set forth in this MOU, the President of the Association shall be granted a release from on-duty assignment up to 8 22 - 12
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hours per calendar month to conduct Association business with the City.

If such time is not utilized within a calendar month, it shall not be credited for utilization in succeeding months. The 8 hour per month limitation shall apply to all release time utilized by the Association President for any purpose, except time off for Meet and Confer sessions and approved preparation time for such sessions.

6. The City shall provide necessary release time to the Association for the purpose of planning approved employee recreational activities provided that such planning could not reasonably be done during off-duty hours.

Prior approval of the Chief shall be required. Such time shall not be used when it interferes with the efficient operation of the division, and must be requested as far in advance as possible. It shall be the responsibility of the Association to maintain a complete and accurate record of time utilized hereunder and submit a copy thereof to the Chief on a monthly basis. 3(d) RELEASE TIME FOR GRIEVANCES

1. When an employee is selected to represent a grievant he shall be allowed time off from duty with the approval of the Chief to interview and represent the aggrieved employee during each stage of a grievance proceeding.

2. No more than one employee shall interview and represent an employee on any one grievance. Prior written notification must be given to police management by the designated representative regarding the approximate amount of time required to represent the aggrieved party. The grievance procedure shall be as provided in the City's Employee Relations Resolution.
3(e) ASSOCIATION OFFICE SPACE

1. The City agrees to provide meeting space, which is available and not needed for City functions and activities, for the use of the Association.

The location and size of such office space shall continue to be designated by the City and may be changed by the City upon prior notification to the Association.

2. The Association therefore agrees that the City maintains the right of access without notice under emergency conditions and has the right to periodically inspect this space for maintenance of condition provided that a 24-hour prior notice is given to a member of the Board of Directors and the Association has the opportunity to have a representative in attendance during inspection.
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4. MANAGEMENT RIGHTS AND RESPONSIBILITIES
4(a) MANAGEMENT RIGHTS
In order to ensure that the City shall continue to carry out its public safety functions, programs and responsibilities to the public imposed by law, and to maintain efficient public safety service for the citizens of South Pasadena, the City continues to reserve and retain solely and exclusively, all management rights and responsibilities set forth by law and those City rights set forth in the City's Employee Relations Resolution and including, but not limited to, the following rights:

1. To manage the Police Division (hereinafter called "Division") and determine policies and procedures and the right to manage the affairs of the Division.

2. To take into consideration the existence or nonexistence of facts that are the basis of the management decision in compliance with state law.

3. To determine the necessity, organization, implementation and termination of any service or activity conducted by the City or other government jurisdictions, and to expand or diminish police services.

4. To demote, direct, discharge, discipline, evaluate, hire, promote, recruit, reduce, reprimand, select, supervise, suspend, terminate, transfer, withhold salary increases and benefits for disciplinary reasons, or otherwise discipline employees in accordance with Division and/or City Employee Relations Resolution rules and regulations.

5. To determine the extent, level, manner, means, nature, quality, quantity, standard, time and type of police services to be provided to the public and the right to establish and modify such standards.

6. To require the performance of other public safety services not specifically stated herein in the event of emergency or disaster, as deemed necessary by the City.

7. To lay off employees of the Division because of lack of work or funds or under conditions where continued work would be inefficient or ineffective.

8. To determine and/or change the police equipment, facilities, methods, operations to be performed, organizational structure, and/or technology, and to allocate and assign work by which the City police operations are to be conducted.
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9. To determine method of financing.

10. To determine, manage and plan the Division's budget, which includes, but is not limited to, the right to contract or subcontract any work or operations of the Division.

11. To determine the size, composition of the Division's work force, assign work to employees of the Division with requirements determined by the Division, and to establish and require compliance to work hours and changes to work hours, work schedules, including call-back, stand by, and overtime, and assignments, except as otherwise limited by this MOU.

12. To establish and modify goals and objectives related to productivity and performance programs and standards, including but not limited to, quality and quantity, and require compliance therewith.

13. To determine abilities, job classifications, job specifications, knowledge, qualifications, selection procedures and standards, and skills, and to reallocate and reclassify employees in accordance with the City's Employee Relations Resolution rules and regulations.

14. To determine the issues of public policy and the overall goals and objectives of the Division and to take necessary action to achieve the goals and objectives of the Division.

15. To demote, hire, promote, reallocate, reduce in rank, terminate, transfer intra- or inter-division, and take other personnel action for nondisciplinary reasons in accordance with Division and/or City Employee Relations Resolution rules and regulations.

16. To establish, implement, and/or modify rules and regulations, policies, and procedures related to conduct, performance, productivity, safety and order, and to require compliance therewith.

17. To maintain order and efficiency in police facilities and operations.

18. To restrict the activity of an employee organization on City facilities and on City time except as set forth in this MOU.

19. To take any and all necessary steps and actions to carry out the service requirements and mission of the City in emergencies or any other time deemed necessary by the City and not specified above.
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4(b) IMPACT ON MANAGEMENT RIGHTS
Where required by state or federal law, the City agrees, prior to implementation, to Meet and Confer with the Association at its request, over the impact of the exercise of a management right upon the wages, hours, terms, and conditions of employment on Association Members.

5. COMPENSATION
5(a) SALARY SCHEDULE ADJUSTMENTS
Non-Sworn Employees:

1. Effective July 4, 2022, salaries for non-sworn classifications subject to this MOU are set forth in Appendix A, which represent a 4% increase from the July 2021 salary resolution.

2. Effective July 3, 2023, salaries for non-sworn classifications subject to this MOU will be as set forth in Appendix B, which represents a 3%increase over Appendix A; and

3. Effective July 3, 2023, salaries for non-sworn classifications subject to this MOU will be as set forth in Appendix C, which represents a 3% increase over Appendix B.

Sworn Employees (police sergeants, police corporal, police officer):

1. Effective July 4, 2022, salaries for sworn classifications subject to this MOU are set forth in Appendix A, which represent a 5% increase from the July 2021 salary resolution.

2.. Effective July 3, 2023, salaries for sworn classifications subject to this MOU will be as set forth in Appendix B, which represents a 5% increase over Appendix A; and

3. Effective July 3, 2023, salaries for sworn classifications subject to this MOU will be as set forth in Appendix C, which represents a 4% increase over Appendix B.
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5(b) SALARY STEPS
STEP 1: Shall be the entry level step for all employees in all classifications, except that when the education and previous training or experience of a proposed employee are substantially superior to those required of the classification, and justify a beginning salary in excess of such minimum compensation, upon recommendation of the
department head, the City Manager may authorize an appointment to this position at any higher step.

STEP 2: An employee shall receive this step after his satisfactory completion of 6 months service in Step 1 in the same classification and with the Chief's recommendation.

STEP 3: An employee shall receive this step after his satisfactory completion of 1 year's service in Step 2 in the same classification, and with the Chief's recommendation.

STEP 4: An employee shall receive this step after his satisfactory completion of 1 year's service in Step 3 in the same classification and with the Chief's recommendation.

STEP 5: An employee shall receive this step after his satisfactory completion of 1 year's service in Step 4 in the same classification and with the Chief's recommendation.

Steps on the salary scale shall be rounded to the nearest whole dollar per month. 5(c) ACTING APPOINTMENTS
Employees appointed to acting appointments, as provided below, shall be paid Acting Pay equal to the first step of the applicable range of salary of that acting classification and in no case less than 5% above the applicable base salary of the affected employee.

1. Acting appointments must be made in writing by the Chief of Police, with approval by the City Manager. An Employee Action Form will be prepared by the Police Department documenting the assignment change and effective date upon approval by the City Manager.

2. The work assigned must be that of a budgeted position and performed in the absence of the regular incumbent.

3. The work performed by the Association member on the acting appointment must be substantially the same as performed by the regular incumbent.

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for less than thirty (3) consecutive calendar days not exceed a period of six (6) months or until the position is filled, whichever is longer.

The parties agree that to the extent permitted by law, the value of the compensation for Acting Appointment Pay is special compensation and shall be reported as such to CalPERS pursuant to Title 2 CCR, Section 571(a)(3) – Premium Pay. However, the City makes no representations or guarantees whatsoever with respect to whether CalPERS shall include said Acting Appointment Pay as compensation for purposes of benefit determination and CalPERS shall make the sole determination as to inclusion. 5(d) OVERTIME

1. The City shall compensate employees working a schedule of five 8-hour days at a rate of 1.5 times employee’s salary for all hours worked in excess of 8 hours per shift and 40 hours per week and for work on holidays (exclusive of holiday pay). The City shall compensate employees working a schedule of four-10 hour days at a rate of 1.5 times employee’s salary for all hours worked in excess of 10 hours per shift and 40 hours per week and for work on holidays (exclusive of holiday pay). The City shall compensate employees working a schedule of three 12-hour days at a rate of 1.5 times employee’s salary for all hours worked in excess of 12 hours per shift and 160 hours per 28-day work period and for work on holidays (exclusive of holiday pay).

In determining the number of hours worked for overtime eligibility purposes, “hours worked” shall include use of earned and accrued vacation leave, compensatory time off, paid holiday leave, and where a paid holiday was utilized as an actual day off in lieu of working a scheduled shift on the holiday. Sick leave shall not count as “hours worked.”
All overtime shall be paid at 1.5 times the employee’s regular rate of pay as defined in the FLSA.

2. Subject to the limitations in Section 5(e)3 below, overtime compensation may be made either in the form of cash payment or in compensatory time off (hereinafter termed "CTO") at the option of the employee.

3. All employees shall be permitted to accumulate CTO to a maximum of 100 hours. Once this limit is reached, employees shall be compensated in cash at the rate of 1.5 times their rate of pay for overtime worked. The employee has the option to accumulate CTO when his/her CTO balance is reduced to less than 100 hours. To the extent permitted by law, the City shall retain the option of exercising its discretion to require employees to utilize already accumulated CTO hours.
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CTO may only be accrued for overtime worked between January 1 through November 30 of each calendar year. CTO may not be cashed out at the employee’s discretion and CTO accrued during a calendar year that is not used by November 30 of that calendar year, will be cashed out by the City with the last payroll of the calendar year. CTO balances as of December 31, 2018 will not be cashed out at the end of the year and shall remain available for employee use.

4. Special detail work, court time, court travel time to other than Pasadena or Alhambra courts to a maximum of 1 hour per round trip, and time spent in required training shall be considered time worked for the purpose of computing overtime.

5. Employees attending training sessions which will require the employee to work in excess of 40 hours per week, shall receive the excess of the 40 hours in hour-for-hour time off prior to or upon return from said training session, to the extent the time off can be taken within the same FLSA workweek for non-sworn employees or, for sworn employees, within the same 28 day work period adopted under Section 7(k) of the FLSA.

6. Use of earned and accrued CTO hours shall be subject to prior approval by the supervisor of the employee requesting use of said time off. The determination as to granting or denying use of the CTO shall be based on considerations including but not limited to: operational needs of the Department.

7. Daylight Savings Time: In the spring, employees will be paid only for hours worked on the transition day. The Chief may allow employees to work additional hours or to use CTO or vacation to make up the one hour of work lost. In the Fall, employees working during the transition will receive one hour of overtime pay if actual hours worked exceed twelve (12) hours on that shift.

8. The City has established an FLSA 7(k) overtime exemption for its sworn employees, setting the work period at twenty-eight (28) days. For nonsworn employees, the seven (7) day workweek shall apply. The workweek or work period for each employee will be noted in their personnel file.

9. The employee’s regular rate of pay to be used for the calculation of overtime compensation shall be as required under the Fair Labor Standards Act and includes the following components, if applicable to the employee, in addition to base salary:
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a. Acting Assignment Pay
b. Education Incentive Pay
c. Specialty Assignment Pay
d. Longevity Pay
e. Medical Opt-out Pay
f. Bilingual Pay
5(e) COURT TIME
Employees who are required to appear in court while off-duty shall be compensated at their applicable rate of pay for a minimum of 3 hours at overtime rate (time and one half). If an officer is required to provide telephone testimony, the City will pay 1 hour at the overtime rate (time and one half).
5(f) COURT TIME AND STAND-BY TIME

1. Employees shall be compensated for court standby time at their applicable rate of pay for 2 hours in the A.M. and 2 hours in the P.M. at overtime rate (time and one half).

2. Employees who are taken off standby by 1300 hours on the day of said standby, shall only be paid for A.M. standby of 2 hours at overtime rate (time and one half).

3. No court standby shall be paid to employees who are normally scheduled to work during such standby time.
5(g) RECALL

1. "Recall" work shall be compensated by payment at the rate of 1.5 times the applicable hourly rate of pay of the affected employee, or, at the determination of the employee, CTO of 1.5 hours per each hour worked as set forth in this article of this MOU, and subject to all other restrictions related to CTO accrual and usage.

2. Employees recalled to work shall be granted a minimum of 3 hours of recall overtime.
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5(h) MOVIE DETAILS
Employees assigned to movie detail shall be paid $95 per hour for details worked on or after July 4, 2022. All movie details worked are paid in cash and not eligible for CTO accrual. Employees on Labor Code section 4850 leave and/or on modified light duty may not work on movie details. The method for applying for movie detail assignments shall be governed by Appendix E. These movie detail assignments are voluntary and hours worked on this detail are not considered “hours worked” in determining eligibility for overtime. 5(i) HOURS OF WORK

1. The shift hours for employees classified as Police Clerk I, Police Clerk II, and Parking Control Officer shall be 8 hours of work, or if working a 4/10 schedule shall be for 10 hours, exclusive of a 30-minute lunch break.

2. The shift hours for employees classified as Police Assistant shall be 12 hours of work, inclusive of a 30-minute compensated lunch break.

3.The shift hours for employees classified as Police Officer, Police Corporal and Police Sergeant shall be 12 hours of work inclusive of a 45-minute compensated lunch break.

During said compensated meal period, affected unit members shall be subject to City-required restrictions upon geographic location for use of the Code 7, style of dress during said Code 7 and availability for service and to perform assigned duties.

4. The shift hours for employees classified as, Police Detective, Police Detective Corporal and Police Detective Sergeant, shall be 8, 10 or 12 hours of work, inclusive of the above 45-minute lunch break.

5. The Senior Police Clerk shall also be assigned to a ten (10) hour work day, but inclusive of a thirty (30) minute lunch break.

6. The shift hours for any employee alternatively assigned to a 3/12 shift shall be 12 hours of work, inclusive of a 30-minute lunch break or the above 45 minute lunch break applicable to sworn unit members. 22 - 21
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5(j) Lump Sum Non-PERSable Payment
On or before July 30, 2022, City will provide a lump-sum non-PERSable payment of $1,750 to active employees hired on or before June 30, 2022 who have passed an initial probationary period. Those employees hired on or before June 30, 2022 who have not yet passed their probationary period, will be paid the $1,750 lumpsum nonPERSable payment upon an employee’s successful completion of their probationary period. No lump sum payments will be paid after June 30, 2023.

6. RETIREMENT BENEFITS (SUBJECT TO AB 340 LANGUAGE BELOW) 6(a) PAYMENT OF EMPLOYEE CONTRIBUTION

1. Retirement benefits shall be provided by the City through the California Public Employees Retirement System (P.E.R.S.). Effective July 1, 1989, all eligible safety employees who are considered “classic” members (i.e., not “new” members) under the California Public Employees’ Pension Reform Act of 2013 (“PEPRA”) will receive the P.E.R.S. 2%@50 ("CHP" retirement) and non-safety classic employees shall receive the 2% at 55 retirement formula.

2. Effective the first payroll period commencing on or after both July 1, 2013 and adoption by the City Council of any necessary CalPERS resolutions, classic safety and classic miscellaneous members shall pay 100% of the statutorily required employee contribution.

3. PEPRA shall in its entirety be given full force and effect. Any provision in this MOU which contradicts any provision of PEPRA, shall be deemed null and void, with the contrary PEPRA provision(s) being given full force and effect. Therefore, no provision of PEPRA shall be deemed to impair any provision of any MOU, Agreement, Rule or Regulation. “New members” as defined by PEPRA on and after January 1, 2013, shall individually pay an initial Member CALPERS contribution rate of 50% of the normal cost rate for the Defined Benefit Plan in which said new member is enrolled, rounded to the nearest quarter of 1%, or the current contribution rate of similarly situated employees, whichever is greater. (Government Code section 7522.30)
Safety members who are “new members” as defined by PEPRA on and after January 1, 2013, shall be enrolled in the PEPRA required SAFETY OPTION PLAN TWO (2.7% at 57) (Government Code section
7522.25(e)) and miscellaneous “new members” on and after January 1, 2013 shall be enrolled in PEPRA provided for 2.0 @ 62 retirement formula (Government Code § 7522.20.)
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All “new members” shall have their final compensation determined by reference to the highest average annual pensionable compensation earned by the member during a period of 36 consecutive months immediately preceding retirement or other 36 consecutive month period as allowed by Government Code § 7522.32(a).
6(b) OPTIONAL TRANSFER TO SALARY
The City has adopted a resolution implementing IRS Section 414(h)(2) . This article shall be operative as long as the State of California pick up of employee retirement contributions continues to be excludable from gross income of the employee under the provisions of the Internal Revenue Code. 6(c) DEFERRED COMPENSATION
Effective in first full pay period in January 2023, or as soon thereafter as practicable, the City will institute a deferred compensation program to be consistent with the existing deferred compensation for managers. Effective in January 2023, or as soon thereafter as City can reasonably implement the program, the City will contribute One percent (1%) of employee’s base salary to their deferred compensation plan.7. INSURANCE

BENEFITS
7(a) INSURANCE BENEFITS ADMINISTRATIVE PROVISION

1. The City reserves the right to administer, change, fund or select any insurance benefit program involving insurance that now exists or may exist in the future.

2. In the administration of insurance benefit programs, the City shall have the right to select any carrier, self-insure, or other method of providing coverage for the benefits provided, as long as the benefits of the plan are substantially the same or equal.

3. The City shall Meet & Confer with the Association prior to any change of insurance carrier or method of funding coverage for any insurance benefits so listed in this Article, which will affect the level of benefits provided, or employee's contribution to premiums.

4. The City shall not pay for any costs of any insurance benefits provided in this MOU for any person who is absent on leave without pay for more than 50% of the workdays of a calendar month. The employee shall be notified and billed for the monthly premium by the City. 22 - 23
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5. Where optional choice of insurance plans and/or insurance carrier is available to employee, change in insurance plans and/or insurance carriers may only be made during open enrollment periods established by the City.

New hires shall be allowed to enroll at the time of their hiring. 7(b) MEDICAL INSURANCE
Effective, June 20, 2012, per Resolution No. 7226, the employer contribution to premiums of available health benefit plans shall be in the minimum amount mandated by Government Code section 22892 as it may from time to time provide. The difference between said amount as it from time to time exists and the present City-funded contribution of $625.00 a month, shall be provided to unit members by means of An IRS approved cafeteria plan. It is the intent of the City that the medical premium contribution plan monies shall only be used to fund medical premiums and shall only be distributed in cash pursuant to the limited opt out provisions of 7(g) below, the CASH IN LIEU OF PARTICIPATION IN MEDICAL INSURANCE PLAN(S).

The City’s monthly contributions to the medical premium contribution plan shall be as follows to the maximum stated, depending on the level of coverage selected and is inclusive of the City’s contribution under Government Code section 22892:

Beginning July 1, 2020, the City’s monthly contributions to the medical premium contribution plan shall be as follows, depending on the level of coverage selected, and is inclusive of the City’s contribution under Government Code section 22892:

Employee only $625 (base) +$200 = $ 825
Employee + 1 $1,025
Employee + family $1,200
Beginning January 1, 2023, the City’s monthly contributions shall be as follows depending on the level of coverage selected, and is inclusive of the City’s contribution under Government Code section 22892::

Employee only $625 (base) + $200 = $ 825
Employee + 1 $1,300
Employee + family $1,500

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Beginning January 1, 2024, the City’s monthly contributions shall be as follows depending on the level of coverage selected, and is inclusive of the City’s contribution under Government Code section 22892:

Employee only $ 200 = $ 825
Employee + 1 $1,560
Employee + family $1,860

For employee only coverage, the additional $200 per month represents a maximum contribution made only if needed to pay for the employee’s chosen medical insurance plan coverage. The amounts stated above are to cover plan premiums and may not be used as any form of cash in lieu.. 7(c) DENTAL INSURANCE

1. Subject to a limitation of $75.00 per month, the City shall contribute 100% of the monthly dental insurance premiums for all employees with Delta Dental service-12.

2. The City shall provide a City paid dependent dental coverage in a basic comprehensive plan, with more expensive plans available at added cost to the employee. The cost of the City paid plan shall not exceed $75.00 per month for employee plus one or more dependents.

3. The City agrees to work with the Association in the investigation of other potential dental insurance carriers as long as the cost of a new carrier does not exceed the current $75.00 per month cost.

4. The above dental insurance premium shall be paid by adding $75.00 to the above medical premium contribution plan.
7(d) ACCIDENTAL DEATH AND INJURY POLICY

1. The City shall provide an Accidental Death and Injury Policy in the amount of $50,000 for employees. Premiums shall be paid by the City.

Additional coverage shall be made available from the City at the employee’s expense.

2. Employees who elect coverage for their dependents shall pay for the additional cost for such coverage.
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7(e) LIFE INSURANCE
The City shall supply a $50,000 life insurance policy for all employees.

Additional coverage shall be made available from the City at the employee's expense.
7(f) VISION CARE
The City shall contribute up to $20.00 of the monthly premiums to a vision care plan that covers both employees and dependents. Said amount shall be paid by adding $20.00 monthly to the above medical contribution plan. 7(g) CASH IN LIEU OF PARTICIPATION IN MEDICAL INSURANCE PLAN(S) All employees must enroll in an available City health program unless they opt out.

An employee may receive cash in lieu for opting out of the City’s health program if he/she provides the following: (1) proof that the employee and all individuals for whom the employee intends to claim a personal exemption deduction for the taxable year or years that begin or end in or with the City’s plan year to which the opt out applies (“tax family”), have or will have minimum essential coverage through another source (other than coverage in the individual market, whether or not obtained through Covered California) for the plan year to which the opt out arrangement applies (“opt out period”); and (2) the employee must sign an attestation that the employee and his/her tax family have or will have such minimum essential coverage for the opt out period. An employee must provide the attestation every plan year at open enrollment or within 30 days after the start of the plan year. The opt-out payment cannot be made and the City will not in fact make payment if the employer knows or has reason to know that the employee or tax family member doesn’t have such alternative coverage, or if the conditions in this paragraph are not otherwise satisfied.

If the employee chooses to opt out and provides the attestation described above, the employee shall receive cash in lieu of $300 per month. Cancellation of the coverage becomes effective on the first day of any month after a 45 day written notice is received.
7(h) RETIRED EMPLOYEE’S MEDICAL COVERAGE
Present employees who became/become retirees prior to July 1, 2012 shall receive City payment of 100% of the medical insurance premium for the retired employee only. Payment will be based on the actual employee only premium for insurance programs offered through PERS prior to being Medicare eligible and when 22 - 26
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eligible for PERS and based upon PERS supplemental plans that mandate enrollment upon becoming Medicare eligible.

As regards unit employees hired on or after June 20, 2012, per Resolution No. 7226, the City contribution to an individual employee’s health benefit plan on retirement shall be as prescribed in Government Code section 22892 and shall therefore be in an equal amount for both active employees and annuitants, as that amount may from time to time be adjusted upward and/or downward. As regard all unit employees employed by the City prior to June 20, 2012, per Resolution No. 7226, and who become retirees on and after July 1, 2012, the City contribution to an individual retiree’s health benefit plan shall be in the amount of $625 monthly, subject to CALPERS – mandated reductions in coordination with Medicare coverage.
7(i) IRS 125 PLAN
Effective the first payroll period commencing on or after July 1, 2009, the City shall implement an IRS 125 Plan. The plan shall only be utilized to fund health insurance premiums (medical, dental, vision).

8. RECOGNIZED HOLIDAYS
The City shall grant the following holidays to all employees represented by the Association:

A. January 1 (New Year's Day)
B. Third Monday of January (Martin Luther King Jr.’s Birthday) C. 3rd Monday of February (President’s Day)
D. Last Monday of May (Memorial Day)
E. June 19 (Juneteenth)
E. July 4th (Independence Day)
F. 1st Monday of September (Labor Day)
H. November 11th – Veteran’s Day
I. 4th Thursday of November (Thanksgiving Day)
J. Friday following Thanksgiving Day
K. December 25th (Christmas Day)
L. Three “Floating Holidays”
Recognized and floating City holidays shall be earned in the number of hours represented by each affected employee’s regular hours worked. Employees on a Labor Code 4850 leave shall not be paid overtime for holiday pay.

Only employees whose scheduled work shift starts on the day of the holiday shall be paid the holiday premium pay.
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The parties agree that to the extent permitted by law, the value of the compensation for Holiday Premium Pay is special compensation and shall be reported as such to CalPERS pursuant to Title 2 CCR, Section 571(a)(5) – Holiday Premium Pay. However, the City makes no representations or guarantees whatsoever with respect to whether CalPERS shall include said Holiday Premium Pay as compensation for purposes of benefit determination and CalPERS shall make the sole determination as to inclusion.

9. FLOATING HOLIDAYS
9(a) ACCRUAL RATES

1. Employees will be eligible for floating holidays after 6 months of service, and in accordance with the schedule set forth in Section 9(a)(2).

2. Floating holidays are earned as follows: Two between July 1st and December 31st; One between January 1st and June 30th.

3. For the purposes of employees working a 3/12 shift, each floating holiday is the equivalent of 12 hours.
9(b) MAXIMUM ACCUMULATIONS
Floating holidays are not cumulative, thus employees will be notified at least 30 days prior to any loss of a floating holiday(s).
9(c) USE OF FLOATING HOLIDAYS

1. Floating holidays must be taken within the fiscal year in which they are accrued.

2. Employees may select the days off they wish, upon approval of police management.

10. VACATION
10(a) ACCRUAL RATES
Each full-time employee as defined in this article shall earn vacation time yearly upon the completion of the required years of service as follows:
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A. 88 hours vacation after 1 years service.

B. 96 hours vacation after 2 years service.

C. 104 hours vacation after 3 years service.

D. 112 hours vacation after 4 years service.

E. 120 hours vacation after 5 years service.

F. 128 hours vacation after 6-10 years service.

G. 136 hours vacation after 11-15 years service.

H. 152 hours vacation after 16-20 years service.

I. 160 hours vacation after 21-24 years service.

J. 200 hours vacation after 25 years of service.

K. 208 hours vacation after 26 years of service.

L. 216 hours vacation after 27 years of service.

M. 224 hours vacation after 28 years of service
N. 232 hours vacation after 29 years of service.

O. 240 hours vacation after 30 or more years of service.

Vacation time shall be earned on a bi-weekly basis, and employees shall not be eligible to use vacation leave until completion of 6 months’ service.

For employees hired on or after July 1, 2022, the City Manager shall credit an employee’s previous safety officer experience to be counted towards an employee’s total Years of Service calculation. In order to receive this adjustment, an employee must submit documentation in writing which shall be verified by the human resources department. This adjustment shall be effective on the date of City Manager approval.

Employees hired before July 1, 2022, may request prior safety officer experience to count towards an adjustment to the employee’s accrual rate. In order to receive this adjustment, an employee must submit documentation in writing which shall be verified by the human resources department.,. This adjustment shall be effective on the date of City Manager approval.
10(b) MAXIMUM ACCUMULATION AND VACATION BUYBACK

1. Employees shall not accumulate more than 2 years’ worth of vacation.

Except, however that the City Manager, at their sole discretion, and upon written request, may grant vacation hours to carryover, for extenuating circumstances up to an additional year of accumulation.

2. Concurrent with exercise by an affected employee of the sick leave incentive cash out provided for in Section 11(c) below, the affected employee has the option of electing to convert up to eighty (80) hours of vacation time to cash at the employee’s then existing unadjusted base hourly rate. The exercise of this option shall result in the deduction of the 22 - 29
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hours of vacation time bought back by the City from the employee’s vacation accumulation.

3. Beginning in December, 2019 and each December thereafter, employees who wish to have the City buy back vacation hours in the next calendar year, shall make an irrevocable election and submit it to the City, in writing no later than December 31, as to the number of hours they will accrue the next calendar year that they elect for buy back. In order to elect buy back, the employees must have eighty (80) or more hours of vacation balance at the time of the irrevocable election. The City shall make a form available to employees to make the irrevocable election no later than December 15 of each year.

a. Employees who do not submit an irrevocable election form by December 31 will be deemed as foregoing participation in the optional annual vacation leave cash-out program for that following calendar year. b. The payments shall be made via a separate check during the first or second payroll in December.
c. In the event an employee has less hours in their vacation bank eligible for cash out at the time the cash-out is to be paid than they had previously elected to cash out, then the employee shall only be paid up to the eligible amount remaining in their vacation bank at the time of their actual cash out.
d. Any cash-out of vacation leave shall not cause the employee’s total amount of accumulated vacation in their vacation bank to fall below a forty (40) hour minimum balance.
10(c) USE OF VACATION
Vacation may be taken in segments with the approval of police management.

11. SICK LEAVE
11(a) ACCRUAL RATES

1. Employees shall accrue paid sick leave at the rate of 3.69 hours per pay period.

2. Employees will not accrue any sick leave while on leave of absence without pay.

3. For the purposes of employees working a 3/12 shift, one sick leave day is equivalent to one 12-hour shift.
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11(b) MAXIMUM ACCUMULATION
Employees shall be allowed to accumulate unlimited sick leave. At the employee’s termination, the accumulated sick leave hours shall have no cash value.
11(c) CONVERSION TO CALPERS SERVICE CREDITS
To the extent authorized by PEPRA and the Public Employees’ Retirement Law, upon service retirement, employees may convert unused accumulated sick leave to service credits based on the formula set forth by CalPERS. Unused sick leave. for which an employee receives cash, cannot be converted to CalPERS service credits. According to CalPERS, in order to receive sick leave credit, the employee’s retirement date must be within 120 days from the date of separation from the City.
11(d) USE OF SICK LEAVE
The number of sick leave hours that may be utilized for a missed day(s) of work shall be equivalent to the number of regularly scheduled hours for that missed day(s) of work.

Though employees may accumulate unlimited sick leave hours, sick leave usage may not be excessive and/or abused. The City does recognize however, that there may be extraordinary circumstances in which an employee may experience a catastrophic illness or accident that may require a use of excessive amount of sick leave. Accumulated sick leave may be used for the following:
(1) Employee’s own illnesses, or for diagnosis, care, or treatment of an existing health condition of, or preventive care for, the employee. The City shall have the option to require a doctor’s certification of the adequacy of the employee’s absence during the time for which sick leave was requested, if the employee has been absent 3 or more workdays or used twenty-four (24) hours of sick leave, whichever is greater, that involves the illness of the employee or family member.
(2) Employee’s family member’s illness
The employee may use up to 48 hours of accrued but unused sick leave per year for the following purposes:

1. For the diagnosis, care, or treatment of an existing health condition, or preventative care for, any of the following of the employee’s family members: child of any age or dependency status; parent; 22 - 31
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parent-in-law; spouse, registered domestic partner, grandparent; grandchild; or sibling.

2. For the employee who is a victim of domestic violence, sexual assault, or stalking: (a) to obtain or attempt to obtain a temporary restraining order or other court assistance to help ensure the health, safety, or welfare of the employee or his or her child; or (b) to obtain medical attention or psychological counseling; services from a shelter; program or crisis center; or participate in safety planning or other actions to increase safety.
* Employees who have just been hired are not eligible to use their accumulated sick leave until they have completed ninety (90) days of service with the City.

12. BEREAVEMENT LEAVE
12(a) ACCRUAL RATES
Employees shall receive three (3) shifts of paid Bereavement Leave each fiscal year after being employed by the City for six (6) consecutive months. 12(b) USE OF BEREAVEMENT LEAVE
Bereavement Leave shall be used in increments of at least one shift and may be used for the following:
1) Death of a family member
Employees may use Bereavement Leave for the death of a family member.

For the purposes of Bereavement Leave, family members shall include:
spouse, parents, child, stepchild, grandparents, grandchildren, brother(s) and/or sister(s). Bereavement Leave may be granted by the City Manager for other family members that the employee has shown close relations.

Additional occurrences shall be deducted from the employee’s own sick leave.

The City shall have the option to require reasonable certification of the adequacy of the employee’s absence during the time for which Bereavement Leave was requested.
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13. UNIFORMS AND SAFETY EQUIPMENT
13(a) UNIFORMS CLEANING AND REPLACEMENT ALLOWANCE

1. All Employees shall receive a uniform cleaning allowance of $400.00 per year, which shall be prorated and paid in equal installments in each pay period and reported to CalPERS as required.

2. In addition to the allowance above, sworn employees shall receive from the City $600.00 per year for the purchase of uniforms and equipment.

Non-sworn employees shall receive from the City $500.00 per year for the purchase of uniforms and equipment. These payments shall be prorated and paid in equal installments in each pay period. Effective July 4, 2022 (or first full pay period after Council ratification of this 2022-2025 MOU, whichever is later), sworn employees shall receive a uniform allowance of $800 and non-sworn employees shall receive a uniform allowance of $600.

3. The uniform cleaning and replacement allowance shall be reported to CalPERS for “classic” employees periodically when earned. However, the City makes no representations or guarantees whatsoever with respect to whether CalPERS shall include said uniform and replacement allowances as compensation for purposes of benefit determination and CalPERS shall make the sole determination as to inclusion. The uniform cleaning and replacement allowance is not reportable for “new members” of CalPERS as defined by Government Code Section 7522.04(f) and as pursuant to Title 2, CCR Sections 571 and 571.1
13(b) NEW HIRES

1. The City shall provide new Police Officer hires the needed uniform and equipment. The following items shall be provided:

UNIFORM
A. Two (2) short sleeve shirts
B. One (1) long sleeve shirt
C. Two (2) pairs of pants
D. One (1) cap
E. One (1) nylon jacket
F. One (1) trouser belt
G. One (1) pair duty shoes or boots (Limit $50.00 max. unless approved by the Department.)
H. One (1) tie with tie bar
I. Four (4) keeper straps
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SAFETY EQUIPMENT
A. Service Weapon
The duty weapon issued to police officers by the City shall become the property of the officer after the officer has served 10 consecutive years with the Division. If the officer resigned or retires in good standing with the Division, the officer may keep possession of the weapon.

B. Holster
C. Sam Brown belt
D. Handcuffs and case
E Impact Weapon
F. Key ring with appropriate station and City keys
G. Approved duty ammunition and carrier
H. Fingerprint kit with all necessary items
I. Rain Outerwear
J. Flashlight (Streamlight SL20 or equivalent)
K. Threat Level III Ballistic Vest (or lower at employee’s option).

L. And any other equipment as deemed appropriate by the Department.

2. Uniform and equipment items shall meet the specifications set forth in the South Pasadena Police Manual.

3. Such safety equipment shall remain the property of the City and shall be repaired or replaced by the City when defective.

4. Issued safety equipment shall be returned to the City upon termination of employment, with the exception of the Service Revolver as noted above.

14. OTHER BENEFITS
14(a) LONGEVITY PAY

1. The City shall increase the base salary of each employee by 2% for each 5 years of service to the City by such employee. As of January 1, 1996, the existing Longevity Pay Plan will be terminated for all members hired after January 1, 1996. Members on the City payroll on or before December 31, 1995, will be permitted to accrue time for an additional 4% in Longevity Pay in accordance with the provisions set forth in 15.1.1 Once a member has earned the additional 4%, the Longevity Pay Program shall be permanently frozen.

2. Per City Council Res. No. 6371 dated 1/17/96 - 15.1.2 is deleted.

Effective upon the approval of amendments by the City Council, the 22 - 34
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accrual of additional time toward the earning of longevity credit will be frozen until June 30, 1995. Members currently earning longevity shall continue to receive longevity at their current level but shall not accrue additional time toward for longevity advancement. Members not currently receiving longevity shall not accrue time toward longevity nor shall they be eligible to be considered for longevity during the freeze period.

3. The parties agree that to the extent permitted by law, the value of the compensation for Longevity Pay is special compensation and shall be reported as such to CalPERS pursuant to Title 2 CCR, Section 571(a)(3) – Incentive Pay. However, the City makes no representations or guarantees whatsoever with respect to whether CalPERS shall include said longevity pay as compensation for purposes of benefit determination and CalPERS shall make the sole determination as to inclusion.
14(b) SHIFT DIFFERENTIAL
Employees assigned to work the night shift (currently termed 1800 hours to 0600 hours) shall receive a shift differential pay increase of 3% over their base pay during the term of such assignment.

The parties agree that to the extent permitted by law, the value of the compensation for Shift Differential Pay is special compensation and shall be reported as such to CalPERS pursuant to Title 2 CCR, Section 571(a)(4) – Special Assignment Pay. Shift Differential Pay shall be reported to CalPERS periodically when earned, on a per pay period basis. However, the City makes no representations or guarantees whatsoever with respect to whether CalPERS shall include said Shift Differential Pay as compensation for purposes of benefit determination and CalPERS shall make the sole determination as to inclusion. 14(c) BILINGUAL PAY
Employees who can communicate conversationally in Spanish or Chinese on a regular and/or recurring basis, shall receive an additionalone hundred and twenty five dollars ($125).each month, for a total of $1500 annually to be paid in equal installments per pay period. Prior to receiving such additional compensation, employees will be required to pass a bilingual proficiency test as established and agreed to between the City and the Association.

The parties agree that to the extent permitted by law, the value of the compensation for Bilingual Pay is special compensation and shall be reported as such to CalPERS pursuant to Title 2 CCR, Section 571(a)(4) – Special Assignment Pay. Bilingual Pay shall be reported to CalPERS periodically when 22 - 35
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earned, on a per pay period basis. However, the City makes no representations or guarantees whatsoever with respect to whether CalPERS shall include said Bilingual Pay as compensation for purposes of benefit determination and CalPERS shall make the sole determination as to inclusion. 14(d) TUITION REIMBURSEMENT
There shall be no tuition reimbursement.
14(e) EDUCATIONAL INCENTIVE
Educational incentive pay shall be granted employees as follows:

1. 2.5% of the employee's applicable base salary shall be paid the employee above applicable base salary upon the completion of Intermediate P.O.S.T.

Certificate, or;

2. 5% of the employee's applicable base salary shall be paid the employee above the applicable base salary upon the completion of Advanced P.O.S.T. Certificate.

3. The above rates shall not be compounded.

4. Personnel shall be compensated for their Intermediate and Advanced (P.O.S.T.) Certificate based on the submission date of the request and the date of eligibility. All personnel will be given a copy of their P.O.S.T. profile which will show their most current training points on file with P.O.S.T. after January 1st of each calendar year.

5. Employees that have received education incentive pay pursuant to previous agreements for job related coursework, associate and bachelor of arts degrees shall continue to receive this pay. Employees that did not qualify for such pay prior to February 3, 1999 shall not be entitled to this pay.

6. The parties agree that to the extent permitted by law, the value of the compensation for Educational Incentive Pay is special compensation and shall be reported as such to CalPERS pursuant to Title 2 CCR, Section 571(a)(2) – Educational Pay. Education Incentive Pay shall be reported to CalPERS periodically when earned, on a per pay period basis. However, the City makes no representations or guarantees whatsoever with respect to whether CalPERS shall include said Education Incentive Pay as compensation for purposes of benefit determination and CalPERS shall make the sole determination as to inclusion.
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14(f) TRAINING INCENTIVE

1. Police Officers assigned to train a full-time police trainee shall receive an additional five (5) percent in compensation while so assigned. Further, in accordance with this Terms and Conditions document that the assigned Field Training Officer must possess a POST FTO Certificate.

2. Police Assistants assigned to train a new full-time Police Assistant shall receive an additional five (5) percent in compensation while so assigned.

3. The parties agree that to the extent permitted by law, the value of the compensation for Training Incentive Pay is special compensation and shall be reported as such to CalPERS pursuant to Title 2 CCR, Section 571(a)(4) – Special Assignment Pay. Training Incentive Pay shall be reported to CalPERS periodically when earned, on a per pay period basis.

However, the City makes no representations or guarantees whatsoever with respect to whether CalPERS shall include said Training Incentive Pay as compensation for purposes of benefit determination and CalPERS shall make the sole determination as to inclusion.
14(g) EMPLOYEE WELLNESS, BALANCE AND PROFESSIONAL

DEVELOPMENT
The City recognizes the importance of promoting employee wellness, balance and professional development. As such, the City shall bring the below listed benefits, as offerings and supplemental optional employee wellness & balance and professional development initiatives/programs, at no cost to the employee:
(a) A meditation room will be made available for employee use to create a calm space that allows for mindfulness and wellness; and
(b) Yoga & fitness classes will be offered on a regular basis in Council Chambers and/or at other city facilities, to support employee health and welllness; and (c) City sponsored Toastmasters club on site (includes membership & lunch) to provide opportunity for employees to develop public speaking and engagement skills with fellow city employees; and
(d) A natural green space area will be created behind City Hall to facilitate time outside for lunches or meetings.

15. SPECIALTY ASSIGNMENTS
All assignments to specialty positions shall be preceded by the assignee acknowledging in writing that the assignment is temporary and at the will of the Chief and that upon inevitable rotation out of the assignment, the employee shall forfeit any right to administratively or civilly contest the Chief’s exercise of discretion. Specialty assignments shall consist of: support services sergeant, professional services sergeant, 22 - 37
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detectives, crime analyst, school resource officer, professional standards, canine, training, and motorcycle.

Specialty assignments shall be of a limited duration, and an employee in such an assignment has no right to remain in that position. All specialty assignments shall be for a period of four (4) years, unless an employee voluntarily relinquishes the assignment, or the Chief determines it is in the best interest of the Department for the employee to be reassigned.

Within the final six (6) months of the four (4) year specialty assignment, the employee may request in writing, through channels to the Chief, for an extension of his/her specialty assignment. Request to extend a specialty assignment shall be for a term of one year and there shall be no limit on the number of extensions the employee may request.

The decision to extend the specialty assignment lies solely with the Chief. A denial of a request to remain in a specialized assignment is not punitive and shall not be subject to appeal.

The following positions are specialty assignments:
• Support Services Sergeant
• Office of Professional Standards Sergeant
• Detective Personnel, including the Detective Sergeant, Crime Analyst/Crime Prevention Officer, and School Resource Officer • Motorcycle Officer
• K9 Officer
15(a) DETECTIVE INCENTIVE
The City shall increase the pay of each employee assigned to the Detective Bureau by 5% of their base pay for the duration of their assignment.

The parties agree that to the extent permitted by law, the value of the compensation for Dectective Incentive Pay is special compensation and shall be reported as such to CalPERS pursuant to Title 2 CCR, Section 571(a)(4) – Special Assignment Pay. Detective Incentive Pay shall be reported to CalPERS periodically when earned, on a per pay period basis. However, the City makes no representations or guarantees whatsoever with respect to whether CalPERS shall include said Detective Incentive Pay as compensation for purposes of benefit determination and CalPERS shall make the sole determination as to inclusion. 22 - 38
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15(b) MOTORCYCLE DUTY INCENTIVE
The City shall increase the pay of each employee assigned to motorcycle duty by 5% of their base pay for the duration of their assignment. In addition, the City shall provide boots, glasses, gloves, a helmet, a jump suit, and two pairs of motor breeches (pants) as safety equipment. Employee(s) assigned to motorcycle duty are required to maintain the motorcycle in clean condition, keep the motorcycle in a covered facility, and otherwise maintain and reasonably safeguard the motorcycle. The officer assigned to motorcycle duty has “take home” privileges, so long as the motorcycle is not taken beyond a forty (40) mile radius from City Hall. The employee must have a motorcycle endorsement on his/her driver’s license.

The parties agree that to the extent permitted by law, the value of the compensation for Motorcycle Duty Incentive Pay is special compensation and shall be reported as such to CalPERS pursuant to Title 2 CCR, Section 571(a)(4) – Special Assignment Pay. Motorcycle Duty Incentive Pay shall be reported to CalPERS periodically when earned, on a per pay period basis. However, the City makes no representations or guarantees whatsoever with respect to whether CalPERS shall include said Motorcycle Duty Incentive Pay as compensation for purposes of benefit determination and CalPERS shall make the sole determination as to inclusion.
15(c) K9 INCENTIVE
The City shall increase the pay of each employee assigned to K9 duty by 5% of their base pay for the duration of their assignment. In addition, the City shall provide a jump suit and a police vehicle specially outfitted for a K9 assignment.

An employee assigned to K9 duty shall have “take home” privileges with the vehicle.

The parties agree that to the extent permitted by law, the value of the compensation for K9 Incentive Pay is special compensation and shall be reported as such to CalPERS pursuant to Title 2 CCR, Section 571(a)(4) – Special Assignment Pay. K9 Incentive Pay shall be reported to CalPERS periodically when earned, on a per pay period basis. However, the City makes no representations or guarantees whatsoever with respect to whether CalPERS shall include said K9 Incentive Pay as compensation for purposes of benefit determination and CalPERS shall make the sole determination as to inclusion. 22 - 39
South Pasadena Police Officers’ Association
2022-2025 MEMORANDUM OF UNDERSTANDING
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8935827.1 SO140-108

16. GENERAL PROVISIONS
16(a) PROVISIONS OF MOU
It is understood and agreed that there exists within the City, in written form, rules and regulations, including what are specifically described as City Personnel Rules and Regulations, Parts I and II. Except as specifically modified by the 2014-2017 MOU , these rules and regulations and any subsequent amendments thereto, shall be in full force and effect. Before any new or subsequent amendments to these rules and regulations, which substantially affect wages, hours, and terms and conditions of employment are implemented, the City shall Meet and Confer with the Association regarding these changes. Nothing provided herein shall prevent the City from implementing such rules and regulations provided it has met and conferred with the Association as required.
16(b) SEVERABILITY PROVISION
Should any part of this MOU be found to be inoperative, void, or invalid by a court of competent jurisdiction, the remainder shall remain in full force and effect for the duration of this MOU.
16(c) RENEGOTIATION
When the Association or the City desires to Meet and Confer in good faith on the provisions of a Successor to this MOU, it shall serve upon the other party not later than March 1st its written proposal for such Successor Agreements including salary and benefits proposals. Upon receipt of such written notice and proposals, Meet and Confer shall begin no later than April 1st.
16(d) GRIEVANCE PROCEDURE

The grievance procedure applicable to unit members shall be found in the Personnel Rules and Regulations, Part I, Rule 13.

17. ADDITIONAL PROVISIONS
17(a) PROBATIONARY PERIOD FOR NEW HIRES
Probationary Periods for New Hires: The Association agrees that the probationary period for new hires shall be 18 months, extendable by the Chief for six months upon good cause and written notice in advance of the expiration of the 18 month period to the employee. Probationary period for promotions shall be 12 months, extendable by the Chief for six months upon good cause and written notice in advance of the expiration of the 12 month period to the employee. 22 - 40
South Pasadena Police Officers’ Association
2022-2025 MEMORANDUM OF UNDERSTANDING
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8935827.1 SO140-108
17(b) REOPENER
A. SALARY
This MOU shall be subject to a reopener atdirection of the City Council, upon adoption by the City Council of a Resolution evidencing a finding by the Council that any or all of the following events have occurred during the 2022- 2023, 2023-2024, or 2024-2025 fiscal years:

1. Five percent (5%) or greater reduction in general fund revenues during the period July 1 through December 31 compared to the July 1 through December 31 period of time in the previous fiscal year. 2. Five percent (5%) or greater reduction in general fund revenues during the period January 1 through June 30 compared to the January 1 through June 30 period of time in the previous fiscal year.

The decline in general fund revenues, if any, shall be measured by actual decline in revenues as determined by the City’s Finance Department (not required to have ACFR) during the applicable period of time. (Revenue reductions attributed to state withholding of local funds, shall be included in measuring the five percent (5%) reduction). The City shall provide its written analysis supporting the request for reopener to the Association at least fifteen (15) business days prior to the presentation of the Resolution to the City Council. The Association may submit a written response to the Finance Department’s analysis which shall also be provided to the Council at the time the Resolution is presented for Council deliberation. A determination by the City Council to implement this Section 1. shall not be subject to administrative challenge. The Association agrees to meet and confer within fifteen calendar days, or as otherwise mutually agreed by the parties, of notice of the City Council’s adoption of the Resolution.

Although invocation of this Article shall not in and of itself constitute a revocation of terms and conditions of employment in force and effect prior to this 2019-2022 MOU, such provisions shall be subject to the meet and confer process conducted pursuant to this reopener.

B. PERSONNEL RULES AND EMPLOYER EMPLOYEE RELATIONS

RESOLUTION/ORDINANCE
During the term of this MOU, the parties agree that City Manager may reopen the meet and confer process regarding the amendment of existing personnel rules and regulations and adoption of successor rules and regulations. 22 - 41
South Pasadena Police Officers’ Association
2022-2025 MEMORANDUM OF UNDERSTANDING
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8935827.1 SO140-108
During the term of this MOU, the parties agree that City Manager may reopen the MOU in order to negotiate an Employer-Employee Relations Resolution or Ordinance, utilizing the meet and consult process.

C. HEALTH INSURANCE
The City may reopen negotiations on the issue of health insurance benefits or cafeteria plan (including, as to both, but not limited to, plan benefits or structure, City or employee contributions and/or opt out amount or requirements) in order to avoid penalties or taxes under the ACA or other statutory scheme that may result from an interpretation of the ACA or other statutory scheme by the Internal Revenue Service or other federal agency (including, but not limited to, a revenue ruling, regulation or other guidance) or state agency, or a ruling by a court of competent jurisdiction.
17(c) Survey Cities
The City and the Association agree that for classification, compensation, and other related survey purposes, the following ten (10) cities shall serve as the comparative survey cities:

1. Alhambra

2. Arcadia

3. Azusa

4. Covina

5. Monrovia

6. Monterey Park

7. San Gabriel

8. San Marino

9. Santa Fe Springs

10. Whittier
These survey cities may change based on the mutual agreement of the parties. 17(d) Classification and Compensation Survey
The City commits to conducting a classification and compensation study to be completed by January 1, 2025. This classification and compensation study will guide the City to provide equity adjustments to bring classifications to within 5% of the average for their classification in July 2025. The parties agree to re-open on the results of the classification and compensation study during the term of this agreement. Any change(s) to compensation are subject to mutual agreement and are not subject to impasse resolution procedures.
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South Pasadena Police Officers’ Association
2022-2025 MEMORANDUM OF UNDERSTANDING
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8935827.1 SO140-108
17(e) Education Incentives
During FY 2023-2024, the City will evaluate its education incentives and tuition reimbursement programs to compare to comparison agencies.

18. RATIFICATION AND IMPLEMENTATION
The City and the POA acknowledge that this MOU shall not be in full force and effect until ratified by its membership and adopted in the form of a resolution by the City Council of the City of South Pasadena. Subject to the foregoing, this MOU is hereby executed and authorized by the designated representatives of the City and the Association and entered into on this _____ day of _______________, 2022.

19. TERM
The term of this MOU shall be from July 1, 2022 through June 30, 2025.

SOUTH PASADENA POLICE OFFICERS’ CITY OF SOUTH PASADENA

ASSOCIATION
____________________________________ ____________________________________ Anthony Abdalla, President Michael A. Cacciotti, Mayor
____________________________________ ____________________________________ Andrew Dubois, Vice President Armine Chaparyan, City Manager 22 - 43

APPENDIX A
Police Officers’ Association Monthly Salary Schedule
Sworn A B C D E
Sergeant $8,836 $9,278 $9,742 $10,229 $10,740
Corporal $7,364 $7,732 $8,119 $8,525 $8,951
Police Officer $6,694 $7,029 $7,380 $7,749 $8,137
Non-Sworn A B C D E
Police Officer Recruit $6,630 $6,962 $7,309 $7,675 $8,059 Police Assistant $4,642 $4,873 $5,117 $5,373 $5,642
Police Assistant II $5,105 $5,360 $5,628 $5,910 $6,206
Police Clerk I $3,279 $3,443 $3,615 $3,796 $3,986
Police Clerk II $3,778 $3,967 $4,165 $4,373 $4,592
Parking Control Officer $4,038 $4,240 $4,452 $4,675 $4,908 Senior Clerk $4,961 $5,209 $5,469 $5,743 $6,030
Effective first full payroll period following July 1, 2022 22 - 44

APPENDIX B
Police Officers’ Association Monthly Salary Schedule
Sworn A B C D E
Sergeant $9,278 $9,742 $10,229 $10,740 $11,277
Corporal $7,732 $8,119 $8,525 $8,951 $9,399
Police Officer $7,029 $7,380 $7,749 $8,137 $8,543
Non-Sworn A B C D E
Police Officer Recruit $6,829 $7,170 $7,529 $7,905 $8,301 Police Assistant $4,781 $5,020 $5,271 $5,535 $5,812
Police Assistant II $5,259 $5,521 $5,798 $6,087 $6,392
Police Clerk I $3,377 $3,546 $3,724 $3,910 $4,105
Police Clerk II $3,891 $4,086 $4,290 $4,505 $4,730
Parking Control Officer $4,159 $4,367 $4,585 $4,815 $5,055 Senior Clerk $5,110 $5,365 $5,634 $5,915 $6,211
Effective first full payroll period following July 1, 2023 22 - 45

APPENDIX C
Police Officers’ Association Monthly Salary Schedule

Sworn A B C D E
Sergeant $9,649 $10,131 $10,638 $11,170 $11,728
Corporal $8,041 $8,444 $8,866 $9,309 $9,774
Police Officer $7,310 $7,675 $8,059 $8,462 $8,885
Non-Sworn A B C D E
Police Officer Recruit $6,965 $7,314 $7,679 $8,063 $8,467 Police Assistant $4,877 $5,121 $5,377 $5,646 $5,928
Police Assistant II $5,364 $5,632 $5,913 $6,209 $6,520
Police Clerk I $3,445 $3,617 $3,798 $3,988 $4,187
Police Clerk II $3,969 $4,168 $4,376 $4,595 $4,825
Parking Control Officer $4,242 $4,454 $4,677 $4,911 $5,157 Senior Clerk $5,212 $5,473 $5,746 $6,034 $6,335
Effective first full payroll period following July 1, 2024 22 - 46
ATTACHMENT 2
Resolution Adopting an MOU between the City and the PSEA 22 - 47
RESOLUTION NO. _____

A RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF SOUTH PASADENA, CALIFORNIA,

ADOPTING A MEMORANDUM OF UNDERSTANDING

BETWEEN THE CITY OF SOUTH PASADENA AND
THE SOUTH PASADENA PUBLIC SERVICE EMPLOYEES’
ASSOCIATION, SUPERSEDING RESOLUTION NO. 7624
WHEREAS, California Government Code Section 3500, et seq., (the Meyers-Milias-Brown Act) requires that public employers meet and confer regarding wages, hours, and other terms and conditions of employment; and WHEREAS, in early 2022, the City initiated a salary survey of compensation for all full-time classifications, which served as the data upon which compensation considerations were made, comparing salary data with nine other comparable public agency cities of similar size, demographics and services to the public; and
WHEREAS, the City’s negotiating team met and conferred with the South Pasadena Public Service Employees’ Association (PSEA) representatives on numerous occasions to discuss terms and conditions of employment; and WHEREAS, the City and the PSEA has agreed to the terms included in the attached Memorandum of Understanding attached hereto as “Exhibit A.”

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SOUTH

PASADENA, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:

SECTION 1. The Memorandum of Understanding between the City of South Pasadena and the South Pasadena Public Service Employees’ Association, attached as Exhibit A, is approved and adopted by the City Council of the City of South Pasadena.

SECTION 2. The City Council declares that this resolution supersedes Resolution No. 7624, which represented the previous Memorandum of Understanding between the City and the South Pasadena Public Service Employees’ Association.

SECTION 3. The City Clerk of the City of South Pasadena shall certify to the passage and adoption of this resolution and its approval by the City Council and shall cause the same to be listed in the records of the City. 22 - 48
PASSED, APPROVED AND ADOPTED ON this 15th day of June, 2022.

Michael A. Cacciotti, Mayor
ATTEST: APPROVED AS TO FORM:

Christina Muñoz, Deputy City Clerk Andrew Jared, City Attorney (seal)
I HEREBY CERTIFY the foregoing resolution was duly adopted by the City Council of the City of South Pasadena, California, at a regular meeting held on the 15th day of June, 2022, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAINED:

Christina Muñoz, Deputy City Clerk
22 - 49

EXHIBIT A
8935687.1 SO140-107
CITY
of

SOUTH PASADENA
PUBLIC SERVICE EMPLOYEES’ ASSOCIATION

MEMORANDUM OF UNDERSTANDING
2022-2025
EFFECTIVE JULY 1, 2022 – JUNE 30, 2025
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2 8935687.1 SO140-107

CITY OF SOUTH PASADENA
PUBLIC SERVICE EMPLOYEES’ ASSOCIATION

MEMORANDUM OF UNDERSTANDING
2022-2025

TABLE OF CONTENTS

SECTION PAGE
1 RECOGNIZED REPRESENTATIVES, PARTIES, TERMS AND REOPENERS .................5 1(a) Recognized Representatives ..............................................................................................5 1(b) Parties ................................................................................................................................5 1(c) Term of Agreement ...........................................................................................................5 1(d) Reopeners ..........................................................................................................................5

2. REPRESENTED CLASSIFICATIONS ....................................................................................6

3. GENERAL PROVISIONS ........................................................................................................7 3(a) Severability ........................................................................................................................7 3(b) Effect .................................................................................................................................7

4. ASSOCIATION RIGHTS .........................................................................................................7 4(a) Monthly Change of Status Record ....................................................................................7 4(b) Stewards Training .............................................................................................................8 4(c) Stewards Program ..............................................................................................................8 4(d) Definition of Grievance .....................................................................................................9 4(e) Dues and Benefits Deductions...........................................................................................9

5. MANAGEMENT RIGHTS .....................................................................................................10

6. COMPENSATION ..................................................................................................................14 6(a) Salary Schedule Adjustments as of July 1, 2019 .............................................................14 6(b) Salary Schedules .............................................................................................................14

7. HOURS ....................................................................................................................................14 7(a) Overtime ..........................................................................................................................14 7(b) Work Schedules/City Hall/Public Works Yard ...............................................................15 7(c) Differential Pay for Sunday Hours ..................................................................................16 7(d) Extended Overtime Pay ...................................................................................................16 7(e) Winter Holiday Closure ...................................................................................................16

8. RETIREMENT ........................................................................................................................16 8(a) Participation in PERS ......................................................................................................16 8(b) Employee’s Share ............................................................................................................17 8(c) Sick Leave Conversion ....................................................................................................17 8(d) Retired Employee’s Medical Coverage...........................................................................17 8(e) Participation in IRS Section 414(H) (2) ..........................................................................18 22 - 51
3 8935687.1 SO140-107
8(f) PEPRA .............................................................................................................................18

9. INSURANCE ...........................................................................................................................18 9(a) Medical Insurance ...........................................................................................................18 9(b) Opt Out Provision............................................................................................................19 9(c) Dental Coverage ..............................................................................................................20 9(d) Vision Care ......................................................................................................................20 9(e) Life Insurance ..................................................................................................................20 9(f) Long Term Disability Benefits ........................................................................................20 9(g) IRS 125 Plan....................................................................................................................21

10. HOLIDAYS .............................................................................................................................21 10(a) Recognized Holidays .....................................................................................................21 10(b) Falling on Scheduled Shifts Off ....................................................................................21 10(c) Exceptions .....................................................................................................................22

11. FLOATING HOLIDAYS ........................................................................................................22 11(a) Accrual Rates.................................................................................................................22 11(b) Maximum Accumulation...............................................................................................22

12. VACATION .............................................................................................................................22 12(a) Accrual Rates.................................................................................................................22 12(b) Maximum Accumulation...............................................................................................23 12(c) Use of Vacation .............................................................................................................23 12(d) Buy Back .......................................................................................................................23

13. SICK LEAVE ..........................................................................................................................23 13(a) Accrual Rates.................................................................................................................23 13(b) Maximum Accumulation...............................................................................................23 13(c) Conversion to CalPERS Service Credit ........................................................................24 13(d) Use of Sick Leave .........................................................................................................24 13(e) Verification of Sick Leave .............................................................................................24 13(f) Use of Sick Leave by Probationary Employee ..............................................................24

14. BEREAVEMENT LEAVE ......................................................................................................25 14(a) Usage .............................................................................................................................25 14(b) Use of Bereavement Leave ...........................................................................................25

15. EMPLOYEE WELLNESS, BALANCE AND PROFESSIONAL DEVELOPMENT ...........26

16. WORKING CONDITIONS .....................................................................................................26 16(a) Uniforms ........................................................................................................................26 16(b) Turn-Around Time/Stand-By Time ..............................................................................27 16(c) Performance Evaluation-Based Merit Step Increases ...................................................28 22 - 52
4 8935687.1 SO140-107

17. OTHER BENEFITS.................................................................................................................28 17(a) Longevity .......................................................................................................................28 17(b) Bilingual Pay .................................................................................................................28 17(c) Educational Reimbursement ..........................................................................................29 17(d) Incentive Pay ................................................................................................................29 17(e) W-4 Forms .....................................................................................................................29

18. LAYOFF AND REHIRE PROCEDURES ..............................................................................29 18(a) Layoff Procedures .........................................................................................................29 18(b) Rehire Procedures .........................................................................................................29

19. RATIFICATION AND EXECUTION ....................................................................................30 Appendix A: Public Service Employees’ Association Salary Schedule effective the first full pay period in July 2022
Appendix B: Public Service Employees’ Association Salary Schedule effective the first full pay period in July 2023
Appendix C: Public Service Employees’ Association Salary Schedule effective the first full pay period in July 2024
22 - 53
5 8935687.1 SO140-107

1. RECOGNIZED REPRESENTATIVES, PARTIES, TERMS AND REOPENERS 1(a) RECOGNIZED REPRESENTATIVES
The City recognizes the SOUTH PASADENA PUBLIC SERVICE
EMPLOYEES’ ASSOCIATION (Association) as the exclusive representative for all employees identified in Section 2, “Represented Classifications” 1(b) PARTIES
This Memorandum of Understanding hereinafter referred to as the "MOU” is made and entered into by and between the City of South Pasadena, a Municipal Corporation hereinafter referred to as the "City", and the South Pasadena Public Service Employees’ Association pursuant to Government Code Section 3500 et. seq.
1(c) TERM OF AGREEMENT
This Memorandum of Understanding shall be in effect on July 1, 2022 and shall continue in full force until June 30, 2025.
1(d) REOPENERS
This MOU shall be subject to a reopener at the sole discretion of the City Council, upon adoption by the City Council of a Resolution evidencing a finding by the Council that any or all of the following events have occurred during the 2022-2023, 2023-2024 or 2024-2025 Fiscal Years:
a. Five percent (5%) or greater reduction in general fund revenues during the period July 1 through December 31 compared to the July 1 through December period of time in the previous fiscal year;
b. Five percent (5%) or greater reduction in general fund revenues during the period January 1 through June 30 compared to the January 1 through June 30 period of time in the previous fiscal year..

The decline in general fund revenues, if any, shall be measured by actual decline in revenues as determined by the City’s Finance Department (not required to have ACFR) during the applicable period of time, (Revenue reductions attributed to state withholding of local funds, shall be included in measuring the five percent (5%) reduction).

A determination by the City Council to reopen negotiations under this Section a. shall not be subject to administrative challenge. The Association agrees to meet and confer within fifteen calendar days of notice of the City Council’s adoption of the Resolution.
22 - 54
6 8935687.1 SO140-107
Although invocation of this Article shall not in and of itself constitute a revocation of terms and conditions of employment in force and effect prior to this 2022-2025 MOU, such provisions shall be subject to the meet and confer process conducted pursuant to this reopener.

PERSONNEL RULES AND EMPLOYER EMPLOYEE RELATIONS
RESOLUTION/ORDINANCE REOPENER:

During the term of this MOU, the parties agree that the City Manager may reopen the meet and confer process regarding the amendment of existing personnel rules and regulations and adoption of successor rules and regulations.

During the term of this MOU, the parties agree that the City Manager may reopen the MOU in order to negotiate an Employer-Employee Relations Resolution or Ordinance, utilizing the meet and consult process.

HEALTHCARE REOPENER
The City may reopen negotiations on the issue of health insurance benefits or cafeteria plan (including, as to both, but not limited to, plan benefits or structure, City or employee contributions and/or opt out amount or requirements) in order to avoid penalties or taxes under the ACA or other statutory scheme that may result from an interpretation of the ACA or other statutory scheme by the Internal Revenue Service or other federal agency (including, but not limited to, a revenue ruling, regulation or other guidance) or state agency, or a ruling by a court of competent jurisdiction.

2. REPRESENTED CLASSIFICATIONS
The City hereby confirms the South Pasadena Public Service Employees’ Association as the representative of the employees in the classification listed below:

Account Clerk
Accountant
Accounting Technician I
Accounting Technician II
Administrative Secretary
Assistant Planner
Associate Planner
Associate Civil Engineer
Building Maintenance Worker
Civil Engineering Assistant
Community Improvement Coordinator
Community Services Coordinator
Deputy City Clerk
Electrician
Facilities Maintenance Supervisor
Maintenance Worker I
Maintenance Worker II
Management Aide
Management Analyst
Management Assistant
Parks Supervisor
Program Specialist
Public Works Assistant
Public Works Inspector
Senior Electrician
Senior Maintenance Worker
Senior Management Analyst
Senior Planner
Senior Water Utility Worker
Senior Water Production/Treatment
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7 8935687.1 SO140-107
Film Liaison
Grants Analyst
Librarian
Library Associate
Library Clerk I
Library Clerk II
Library Digital Services Manager
Library Public Services Manager
Library Support Services Manager
Library Technical Assistant
Operator
Street Supervisor
Transportation Driver
Water Operations Supervisor
Water Conservation Analyst
Water Production/Treatment Operator
Water Utility Worker I
Water Utility Worker II

3. GENERAL PROVISIONS
3(a) SEVERABILITY
If any Article or Section of this MOU, or any Addendum thereto, should be held invalid by operation of law, or by any tribunal or office of competent jurisdiction, or if compliance with or enforcement of any Article or Section should be restrained by such tribunal or office, the remainder of this MOU shall not be affected thereby and the parties shall enter into immediate negotiations for the purpose of arriving at a mutually satisfactory replacement for such Article or section.
3(b) EFFECT
It is understood and agreed that this MOU shall not become effective for any purpose or be binding on either party until approved by the City Council, and nothing herein shall be construed as obligating the City Council to approve in whole or in part. If the City Council approves in full, then this MOU shall become immediately effective. If the City Council fails to approve in full without modification, then this MOU shall become null and void. This MOU constitutes and includes all negotiations, compromises and representations made by either party; and both parties acknowledge that each has met and conferred in good faith herein.

4. ASSOCIATION RIGHTS
4(a) MONTHLY CHANGE OF STATUS RECORD
The City shall provide the Association with a monthly change of status record of those Association members who are terminated, on leave of absence, or temporarily disabled.
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4(b) STEWARDS TRAINING
The City shall provide up to a combined total of forty (40) hours for all stewards, subject to supervisory approval, of City time per year for Association Stewards to attend Association sponsored steward Training Programs. 4(c) STEWARDS PROGRAM

1. List of Stewards - It is agreed by the parties to this Memorandum of Understanding that the recognized employee organization may select one Steward per work site or appoint the members of the Board of Directors as the Stewards for this unit. The recognized employee organization shall give the City's Human Resources Manager a written list of employees who have been selected as Stewards. This list shall be kept current by the recognized employee organization.

2. Stewards may spend a reasonable amount of time needed to expeditiously conduct the following activities: discuss matters with grievant, record information, advise or recommend action, assist in completion of documents necessary to formal grievance processing, investigate allegations which may form the basis for the grievance, and if so requested, appear with the grievant during all phases of the grievance process. This activity may be undertaken without reprisal, discrimination or intimidation.

3. Permission to Leave to Conduct Grievance Activities - Stewards, when leaving their work locations to transact such investigations or processing, shall first obtain permission from their immediate supervisor and inform him/her of the nature of the business. Permission to leave will be granted promptly unless such absence would cause undue interruption of work.

If such permission cannot be granted promptly, the Steward will be immediately informed when the time will be made available. Stewards shall give their immediate supervisor reasonable advance notice of the need to take time away from their work for these activities, unless unable to do so because of exigent circumstances.

4. Upon entering a work location, the Steward shall inform the grievant’s immediate supervisor of the nature of his/her business. Permission to leave the job will be granted promptly to the grievant unless the absence would cause an undue interruption of work. If the employee cannot be made available, the Steward will be immediately informed when the employee will be made available.
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9 8935687.1 SO140-107

5. No Compensatory or Overtime Pay for Steward Functions - The recognized employee organization agrees that a Steward shall not log compensatory time or overtime pay for the time spent performing any function of a Steward and such time spent shall not constitute hours worked for purposes of calculating overtime.

6. Role of Steward - The role of the Steward is to provide timely grievance representation at the first steps of the grievance procedure in an effort to resolve grievances at the lowest possible level and to increase communication between the recognized employee organization and the City.
4(d) DEFINITION OF GRIEVANCE

1. A claimed violation, misinterpretation, inequitable application, or noncompliance with the provisions of the current Memorandum of Understanding or any supplemental agreements. It is not to include a mere difference of opinion involving a management or department head exercise of discretion.

2. A claim by any employee or a group of employees or by the recognized employee organization in his/her, their or its own behalf, of a violation, misinterpretation, or inequitable application of existing policy, orders, rules, and regulations or then existing practice applicable to the public jurisdiction or its employees or the recognized employee organization. 4(e) DUES AND BENEFITS DEDUCTIONS

1. New Employee Orientation. In accordance with AB 119, the City shall notify the Association President and Treasurer by email when a new employee is hired into the bargaining unit, including during new employee onboarding and when a new employee orientation occurs. The President or Treasurer will notify the City’s Human Resources Department by email when a new employee has signed a membership card authorizing membership dues deduction and when such deductions shall begin. The City shall also provide the President and Treasurer with periodic lists of employees in the bargaining unit. The City shall also provide paid release time of one hour for one Association representative to meet with new employees for the purposes of discussing membership in the Association.

This meeting shall take place at the end of the new employee orientation.

2. Dues Deductions. The City shall deduct dues on a regular payroll basis from the pay of all Association members. Such deductions shall be authorized in writing on a form approved and provided by the Association for this purpose. The membership cards shall be retained by the Association. The City shall rely on a certification from the Association for the authorization, modification, or cancellation of any/all dues 22 - 58
10 8935687.1 SO140-107
deductions. The City shall remit such funds to the Association within thirty (30) days following their deduction. The Association shall update its certified list of members as new members are added or members withdraw, and submit that updated certified list to the City promptly. The City shall only request to see an actual authorization form if there is a dispute about it.

3. Indemnification. In accordance with SB 866, the Association shall indemnify, defend, and hold the City harmless against any liability arising from any claims, demands, or other action relating to the City’s compliance with the terms of this Article.

5. MANAGEMENT RIGHTS
5(a) The City retains all its exclusive rights and authority under federal and state law and the City Code, and expressly and exclusively retains its management rights, which include, but are not limited to:

1. The exclusive right to determine the mission of its constituent departments, commissions, boards.

2. Set standards and levels of service.

3. Determine the procedures and standards of selection for employment and promotions.

4. Direct its employees.

5. Establish and enforce dress and grooming standards.

6. Determine the methods and means to relieve its employees from duty because of lack of work or other lawful reasons.

7. Maintain the efficiency of governmental operation.

8. Determine the methods, means and numbers and kinds of personnel by which government operations are to be conducted.

9. Determine methods of financing.

10. Determine style and/or types of City-issued wearing apparel, equipment or technology to be used.

11. Determine and/or change the facilities, methods, technology means or organizational structure and size and composition of the work force and allocate and assign work by which the City operations are to be conducted. 22 - 59
11 8935687.1 SO140-107

12. Determine and change the number of locations, relocations and types of operations, processes and materials to be used in carrying out all City functions including but not limited to, the right to contract for or subcontract any work or operations of the City.

13. To assign work to and schedule employees in accordance with requirements as determined by the City and to establish and change work schedules and assignments upon reasonable notice.

14. Establish and modify productivity and performance programs and standards.

15. Discharge, suspend, demote, reprimand, withhold salary increases and benefits or otherwise discipline employees in accordance with applicable law.

16. Establish employee performance standards including but not limited to, quality and quantity standards, and to require compliance therewith.

17. Take all necessary actions to carry out its mission in emergencies.

18. Exercise complete control and discretion over its organization and the technology of performing its work.
5(b) The exercise by the City of its management rights shall not in any way, directly or indirectly, supersede the City Personnel Rules and this Memorandum of Understanding. Except in emergencies or when the City is required to make changes in its operations because of the requirements of law, whenever the exercise of management rights shall impact on members of the bargaining unit in their wages, hours, or other terms and conditions of employment, the City agrees to meet and confer with representatives of the Association, at their request, regarding the impacts of the exercise of such rights, unless the matter of the exercise of such rights is provided for in the Memorandum of Understanding or in the Personnel Rules and Salary resolutions. By agreeing to meet and confer with the Association as to the impacts of the exercise and of the foregoing management rights, management's discretion in the exercise of these rights shall not be diminished.
5(c) The following incorporates the side letters entered into by the City and Association, which are listed here for historical context and shall continue in effect during the term of this MOU:

1. For the 2012-2014 MOU, the side letter recognizes that the parties agree that the substance of the side letter executed by them on or about July 23, 22 - 60
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2013 and ratified by the City Council by Resolution No. 7311 on August 14, 2013 is incorporated into the appropriate sections of this MOU where warranted. Changes set forth in the side letter included, but were not necessarily limited to:

The Management Generalist series of classifications, the first five of which are represented by PSEA (Management Aide, Management Assistant, Management Analyst, Water Conservation Analyst (equivalent to Management Analyst), Senior Management Analyst, and Principal Management Analyst).

City has the management right to promote any employee holding a PSEArepresented position to a position outside of the PSEA-represented bargaining unit within the Management Generalist series without meeting and conferring regarding either its decision to promote, or the impacts of its decision to promote.

City will not promote a PSEA-represented employee to any position within the Management Generalist series position without the employee’s consent.

PSEA-represented employees who accept promotion to the unrepresented Principal Management Analyst classification position shall have no “right of return” to their PSEA-represented position. PSEA-represented employees who accept promotion to Management Assistant, Management Analyst or Senior Management Analyst will have those “bumping” rights as set forth in Rule 14 of the City’s Personnel Rules and Regulations.

City will respect and honor the decision of any PSEA-represented employee who does not want to promote to any position within the Management Generalist Series.

PSEA waives the right to grieve or challenge in any administrative or judicial forum City’s decision to promote a PSEA-represented employee to any position within the Management Generalist series.

PSEA waives the right to grieve or challenge in any administrative or judicial forum City’s decision to appoint a PSEA-represented employee to any position within the Management Generalist series.

2. For the 2014-2017 MOU, the side letter recognizes that the parties agree that the substance of the side letter executed by them on or about September 7, 2016 and ratified by the City Council by Resolution No. 7479 on September 21, 2016 is incorporated into the appropriate sections of this MOU where warranted. Changes set forth in the side letter included, but were not necessarily limited to:
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Revising the job description and salary schedule for the Program Specialist classification, reclassifying an existing Program Specialist position in the Recreation Division, and reclassifying a Program Specialist position in the Transit Division to the Management Aide classification; Reorganization of the City’s Transit Division to reflect the elimination of the Community Services Coordinator position from the Transit Division; Revising the job description and salary schedule for the Community Services Coordinator classification and reclassification of existing Community Services Coordinator to new classification and salary schedule;
Revising the job description for the Transportation Driver classification; Revising the job description for the Associate Planner and Senior Planner classifications and creation of a “Planner” classification series, consisting of the Assistant Planner, Associate Planner and Senior Planner classifications; and
Eliminating the Human Resources Technician classification and reclassifying it to the Management Assistant classification. 5(d) For the 2017-2019 MOU, in order to implement the changes approved by the South Pasadena Library Board of Trustees and City Council in the 2016 South Pasadena Public Library Operations Plan, the following changes and reclassifications set forth shall be agreed to for the term of the 2017-2019 MOU:

The parties agree that:

1. A new classification of Library Public Services and Support Services Manager shall be created;

2. The Senior Librarian classification shall be eliminated;

3. Two current employees in the Senior Librarian classification shall be reclassified as Library Public Services and Support Services Managers;

4. One vacant Senior Librarian position shall be reclassified to Library Digital Services Manager;

5. The Librarian classification job description shall be revised; and

6. A new classification of Library Associate shall be created. 22 - 62
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5(e) Furthermore, also regarding the July 1, 2017-June 30, 2019 MOU, the parties agreed to the following:

The City may enter into a contract with HdL to perform business license and related functions for the City. The City may also abolish the Senior Account Clerk classification and layoff the current employees serving in that classification.

The City may enter into a contract with ADP to perform payroll and related functions for the City. The City may also abolish the Payroll Coordinator classification and layoff the current employee serving in that classification.

The following classifications were created:

Accounting Technician I,
Accounting Technician II; and
Accountant.

6. COMPENSATION
6(a) SALARY SCHEDULE AS OF JUNE 30, 2022
Salaries as of June 30, 2022 are stated in Appendix A titled “June 2022 PSEA FT Salary Schedule”
6(b) SALARY SCHEDULES

1. Effective July 4, 2022, the salaries shall be as stated in Appendix B, titled “July 2022 PSEA FT Salary Schedule” which reflect a 4% increase over Appendix A;

2. Effective July 3, 2023, the salaries shall be as stated in Appendix C, titled “July 2023 PSEA FT Salary Schedule”, which reflects a 3% increase over Appendix B; and

3. Effective July 1, 2024, the salaries shall be as stated in Appendix D, titled “July 2024 PSEA FT Salary Schedule”, which reflects a 2% increase over Appendix C.
6(c) ONE-TIME LUMP SUM
On or before July 30, 2022, the City will provide a lump-sum non-PERSable payment of $1,500 to active employees hired on or before June 30, 2022 who have passed an initial probationary period. Those employees hired on or before June 30, 2022 who have not yet passed their probationary period, will be paid the $1,500 lump-sum nonPERSable payment upon an employee’s successful completion of their probationary period. No lump sum payments will be paid after June 30, 2023.
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7. HOURS
7(a) OVERTIME

1. The City shall compensate employees at the rate of time and one-half for all hours worked in excess of their daily shift; hours worked in excess of a regularly scheduled workweek; eighty hours in a pay period; and holidays (exclusive of holiday pay). However, the City shall not use these hours twice to calculate overtime.

2. Subject to limitations in Section 7(a)(3)(4) below, overtime compensation may be made either in the form of cash payment or in Compensatory Time Off (hereinafter termed “CTO”) at the option of the employee between January 1, and November 30. During December, overtime worked will be paid as a cash payment with payroll.

3. All employees shall be permitted to accumulate CTO to a maximum of 100 hours. Once this limit is reached, employees shall be compensated in cash at the rate of 1.5 times their rate of pay for overtime worked. The employee has the option to accumulate CTO when his/her CTO balance is reduced to less than 100 hours. To the extent permitted by law, the City shall retain the option to exercising discretion to require employees to utilize already accumulated CTO hours.

4. The use of CTO is subject to approval by the Department Head and shall not cause projected additional overtime to be incurred by the Department.

And approved CTO shall not be denied less than 72 hours prior to the effective use of CTO unless extraordinary circumstances occur as determined by the City Manager.

5. Use of earned and accrued CTO hours shall be subject to prior approval by the supervisor of the employee requesting use of said time off. The determination as to granting or denying use of the CTO shall be based on considerations including but not limited to: impact of the CTO use on overtime expenditures and on operational needs of the impacted City Department.

6. Beginning January 1, 2020, CTO may not be cashed out at the employee’s discretion. Beginning January 1, 2020, any CTO accrued between January 1 through November 30, that was not used for time off, shall be paid in cash with payroll in December. CTO balances as of December 31, 2019 will not be cashed out and are available to be used as time off. 22 - 64
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7(b) WORK SCHEDULES/CITY HALL/PUBLIC WORKS YARD
Employees working at City Hall and the Public Works Yard will work a 4/10 schedule, with Friday being the day off, to the extent possible, for all classifications.
7(c) DIFFERENTIAL PAY FOR SUNDAY HOURS
Any full-time permanent employee who is in the Public Service Employees' Association and is assigned to work a Sunday schedule shall receive time and one-half (1-1/2) for all Sunday hours worked.
7(d) EXTENDED OVERTIME PAY
Any employee who is required to work a shift of more than twelve (12) hours in a single shift shall receive double time for all hours beyond twelve (12) hours. A shift shall be defined as the first 24 hours following the employee's normal starting time.
7(e) WINTER HOLIDAY CLOSURE
City Hall shall close each year from December 25 to January 1. Each unit employee shall receive three additional days off with pay during that period, in addition to December 25 and January 1. If a recognized holiday (December 25 and/or January 1) falls on a Saturday, the employee shall receive the prior Friday as a day off with pay. If that Friday is the employee’s regular day off, the employee will receive a floating holiday to use within the following 12 months.

That floating holiday is not subject to cash out, nor can it be rolled over beyond the initial 12 months. If the recognized holiday (December 25 and/or January 1) falls on a Sunday, the employee shall receive the following Monday as a day off with pay. If that Monday is the employee’s regular day off, the employee will receive a floating holiday to use within the following 12 months. That floating holiday is not subject to cash out, nor can it be rolled over beyond the initial 12 months.

If the recognized holiday (December 25 and/or January 1) falls on the employee’s regular day off, the employee will receive either: 1) in the case of a regularly scheduled Monday off, then Tuesday will be given off with pay; or 2) in the case of a regularly scheduled Friday off, then Thursday will be given off with pay.

Applicable to Public Works Water Division Operations Only: If any employee is required to work during the holiday closure, they will receive a floating holiday for each day they work. The floating holiday will be subject to the rules described in this subsection.
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2022
Tuesday, December 27, 2022 through Thursday, December 29, 2022, will be the three additional days off for the Holiday Closure. Monday, December 26, 2022 and January 2, 2023, will count as regular Holidays, per section 10(a). 2023
Tuesday December 26, 2023 through Thursday, December 28, 2023, will be the three additional days off for the Holiday Closure. Monday, December 25, 2023 and January 1, 2024, are regular Holidays, per section 10(a). 2024
Thursday, December 26, 2024 through Tuesday, December 31, 2024, will be the will be the three additional days off for the Holiday Closure. Wednesday, December 25, 2024 and Wednesday, January 1, 2025, are regular Holidays, per section 10(a).

8. RETIREMENT (SUBJECT TO AB 340 LANGUAGE BELOW)
8(a) PARTICIPATION IN PERS
For “classic members”, (i.e., employees who are not “new members” under the California Public Employees’ Pension Reform Act of 2013 (“PEPRA”), the City agrees to participate in the California Public Employees’ Retirement System, 2%@55 plan and to provide a “single highest year” benefit (Section 20042 of the Government Code)
8(b) EMPLOYEE’S SHARE
Effective July 1, 2013, all classic members shall pay 100% of the statutorily required member contribution.
8(c) SICK LEAVE CONVERSION
The City has contracted for the benefit of sick leave conversion pursuant to Section 20965 of the California Government Code.
8(d) RETIRED EMPLOYEE’S MEDICAL COVERAGE
As regards unit employees hired on or after the date of City Council adoption of the 2012-14 MOU or resolution of an impasse regarding the 2012-13 fiscal year, the City contribution to an individual employee’s health benefit plan on retirement shall be as prescribed in Government Code section 22892 and shall therefore be in an equal amount for both active employees and annuitants, as that amount may from time to time be adjusted upward and/or downward as required by Section 22892. As regards all unit employees employed by the City prior to 22 - 66
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City Council adoption of the 2012-14 MOU, or resolution of an impasse regarding the 2012-13 fiscal year, and who become retirees on and after July 1, 2012, the City contribution to an individual retiree’s health benefit plan shall be in the amount of $625 monthly, subject to CALPERS – mandated reductions in coordination with Medicare coverage.

Effective July 1, 2020, the City shall modify its resolution filed with CalPERS to set the City’s equal contribution for Association employees and annuitants at the minimum amount required under Government Code section 22892, which amount may be changed annually by CalPERS. For retirees who currently qualify as annuitants and currently participate in a CalPERS retiree medical plan, and for all employees hired on or before June 30, 2020 who later retire from the City and qualify as an annuitant and participate in a CalPERS retiree medical plan, the City will make the statutory minimum contribution directly to CalPERS. The City will make a separate contribution to a Health Reimbursement Account (“HRA”) in the retiree’s name for the difference between the Government Code section 22892 monthly minimum contribution for that year and $625. However, the HRA contribution shall not be more than necessary to pay, in conjunction with the City’s payment directly to CalPERS, the premium for the CalPERS health insurance plan selected by the retiree.

For employees hired on or after July 1, 2020, who retire from the City, qualify as an annuitant and choose to participate in a CalPERS health insurance plan as a retiree, the City shall make a contribution to CalPERS equal to the statutory minimum under Government Code section 22892 for that year. No HRA contribution will be made for these retirees.
8(e) PARTICIPATION IN IRS SECTION 414(H)(2)
The City has adopted a resolution implementing IRS Section 414(h)(2) . This article shall be operative only as long as the State of California pick up of employee retirement contributions continues to be excludable from gross income of the employee under the provisions of the Internal Revenue Code. 8(f) PEPRA
AB 340 (the California Public Employees’ Pension Reform Act of 2013, (“PEPRA”)) as it may from time to time exist, shall in its entirety be given full force and effect during and after the term of the 2014-17 MOU. Any provision in this MOU which contradicts any provision of PEPRA, shall be deemed null and void, with the contrary PEPRA provision(s) being given full force and effect.

Therefore, no provision of PEPRA shall be deemed to impair any provision of any MOU, Agreement, Rule or Regulation predating.
“New members” as defined by PEPRA on and after January 1, 2013, shall individually pay an initial Member CALPERS contribution rate of 50% of the 22 - 67
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normal cost rate for the Defined Benefit Plan in which said new member is enrolled, rounded to the nearest quarter of 1%, or the current contribution rate of similarly situated employees, whichever is greater. (Government code section 7522.30)
“New members” as defined by PEPRA on and after January 1, 2013, shall be enrolled in the PEPRA required retirement formula (2% @ 62) (Government Code section 7522.20(a). Final pensionable compensation (as defined for new members in Government Code section 7522.34) shall be determined by reference to the highest average annual pensionable compensation earned during a period of 36 consecutive months (Government Code section 7522.32(a)). 8(g) DEFERRED COMPENSATION
Effective in first full pay period in January 2023, or as soon thereafter as practicable, the City will institute a deferred compensation program to be consistent with the existing deferred compensation for managers. Effective in January 2023, or as soon thereafter as City can reasonably implement the program, the City will contribute One percent (1%) of employee’s base salary to their deferred compensation plan.

9. INSURANCE
9(a) MEDICAL INSURANCE
The employer contribution for available health benefit plans shall be the minimum amount mandated by Government Code section 22892 as it may from time to time change. The difference between the statutory minimum and the amounts set forth below, shall be provided to unit members by means of an IRS approved cafeteria plan, depending on the level of coverage selected.

Employee only $625
Employee + 1 $1,025
Employee + family $ 1,200
Effective July 1, 2020, the City’s monthly contributions shall as follows:

Employee only $625 (base) + $200 = $825
Employee + 1 $1,025
Employee + family $1,200

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Effective January 1, 2023, the City’s monthly contributions shall be as follows:

Employee only $625 (base) + $200 = $825
Employee + 1 $1,025 + $275 = $1,300
Employee + family $1,200 + $300 = $1,500
Effective January 1, 2024, the City’s monthly contributions shall be as follows:

Employee only $625 (base) + $200 = $825
Employee + 1 $1,300 + $260 = $1,560
Employee + family $1,500 + $360 = $1,860
For employee only coverage, the additional $200 per month represents an additional contribution made only if needed to pay for the employee’s chosen medical insurance plan coverage.

The amounts stated above are to cover plan premiums, and may not be used as any form of cash in lieu.
9(b) OPT OUT PROVISION
All employees must enroll in an available City health program unless they opt out.

An employee may receive cash in lieu for opting out of the City’s health program if he/she provides the following: (1) proof that the employee and all individuals for whom the employee intends to claim a personal exemption deduction for the taxable year or years that begin or end in or with the City’s plan year to which the opt out applies (“tax family”), have or will have minimum essential coverage through another source (other than coverage in the individual market, whether or not obtained through Covered California) for the plan year to which the opt out arrangement applies (“opt out period”); and (2) the employee must sign an attestation that the employee and his/her tax family have or will have such minimum essential coverage for the opt out period. An employee must provide the attestation every plan year at open enrollment or within 30 days after the start of the plan year. The opt-out payment cannot be made and the City will not in fact make payment if the employer knows or has reason to know that the employee or tax family member doesn’t have such alternative coverage, or if the conditions in this paragraph are not otherwise satisfied.

If the employee chooses to opt out of the coverage, and complies with the opt out provisions outlined above, the employee shall be eligible to receive a monthly allowance of $300. Cancellation of the coverage becomes effective on the first day of any month after a 45-day written notice is received. 22 - 69
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9(c) DENTAL COVERAGE
The City agrees to provide $75.00 per month for employee and dependent dental coverage. The dental fund shall be paid by adding $75.00 to the above cafeteria plan.
9(d) VISION CARE
The City agrees to provide up to $20.00 toward the monthly premiums to a vision care plan, which covers both employees and their dependents. The vision fund shall be paid by adding $75.00 to the above cafeteria plan. 9(e) LIFE INSURANCE
The City agrees to provide each employee with a $50,000 life insurance/Accidental Death & Dismemberment policy.
9(f) LONG TERM DISABILITY BENEFITS

1. The City will contribute 100% of the full cost of a Long Term Disability policy (LTD) for every employee represented by the Association. The LTD policy shall have a 30-day or the total amount of accumulated sick leave (whichever is greater) per illness and/or injury elimination clause, which will cover sick leave and will pay two-thirds of monthly salary.

The City or insurance carrier may require reasonable proof of disabling illness.

2. Benefits shall be to a maximum of one (1) year on a disability and/or illness. The City Manager may, in the event of extenuating circumstances, extend benefits for up to one additional year. Said LTD policy shall thereafter be kept in force and effect, but the City's contribution shall remain constant at the entry level, subject to change only by mutual consent.

3. Insurance Pay While on LTD - Once an employee has exhausted all other recognized forms of leave and has been placed on long-term disability, the City will continue to make the contributions toward insurance as set forth under Section 9(a) above during the City recognized period of Long Term Disability. In the event that the City Manager grants an extension of benefits, the City will continue to pay all insurance premiums as set forth under Section 9(a) above during the approved extension.

4. Benefits Effective Date - it is agreed that Benefits Effective Date - It is agreed that long term disability insurance benefits shall become effective after thirty (30) calendar days from the date of injury or illness. The City agrees to establish a Dispute Resolution Procedure to resolve any conflicts 22 - 70
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that may arise between the City and disabled employees. This procedure will most likely be medical arbitration. The Resolution procedure will be provided at no cost to the employee.
9(g) IRS 125 PLAN
The City has implemented an IRS 125 Plan. The plan shall only be utilized to fund health insurance premiums (medical, dental, vision).

10. HOLIDAYS
10(a) RECOGNIZED HOLIDAYS
The City shall grant the following holidays to all employees (including permanent part-time employees):

1. January 1 ......................................New Year's Day

2. 3rd Monday in January .................Martin Luther King, Jr. Birthday

3. 3rd Monday in February ..............President's Day

4. Last Monday in May ....................Memorial Day

5. June 19 ......................................... Juneteenth

6. July 4 ............................................Independence Day

7. 1st Monday in September ............Labor Day

8. November 11 ................................Veteran's Day

9. 4th Thursday in November ..........Thanksgiving Day

10. Friday after Thanksgiving ............Substitute for Admission's Day

11. December 25 ................................Christmas Day Employees shall be compensated for recognized holidays based on the number of hours they were scheduled to work on that day.
10(b) FALLING ON SCHEDULED SHIFTS OFF

1. Holidays Falling on Scheduled Shifts Off - If a holiday falls on a Saturday, the previous Friday shall be deemed the holiday and City Hall will be closed. If a holiday falls on Sunday, the following Monday shall be deemed to be the holiday and City Hall will be closed. When a holiday falls on an employee’s Friday off, employees scheduled off that Friday shall have the previous day off. With respect to the Friday after Thanksgiving, those employees whose regularly scheduled day off falls on Friday shall have the Wednesday before Thanksgiving as a paid holiday, and City Hall will be closed.

2. Due to the library’s seven day per week schedule, if a holiday falls on a Saturday, the library will be closed to the public both Friday and Saturday.

When a holiday falls on a Sunday, the library will be closed to the public 22 - 71
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both Sunday and Monday. In both cases, library staff will work the same number of hours as all other City staff during the week in which the holiday occurs.

3. During the winter holiday closure, the procedure set forth in Section 7(e) of this MOU shall apply.
10(c) EXCEPTIONS

1. Regularly Scheduled Employees: Any employee whose regular schedule requires him/her to work on a holiday shall be given compensatory timeoff for such work or paid the straight time daily equivalent to his/her salary at the discretion of the department head.

2. Holiday Pay - Any employee required to work a fixed holiday shall receive pay equivalent to double time and one-half for all holiday hours worked.

11. FLOATING HOLIDAYS
11(a) ACCRUAL RATES
Employees working a 9/80 schedule shall receive 27 floating holiday hours per fiscal year. Employees working a 5-day work week shall receive 33 floating holiday hours per fiscal year.

Employees working a 4/10 schedule shall receive 30 floating holiday hours. 11(b) MAXIMUM ACCUMULATION
Floating holidays are non-compensable and must be used within the fiscal year. 22 - 72
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12. VACATION
12(a) ACCRUAL RATES
Employees shall accrue vacation as follows:

YEARS OF SERVICE (COMPLETED) HOURS PER YEAR
1 ......................................................88

2.......................................................96

3.......................................................104

4.......................................................112

5.......................................................120 6-10 .................................................128 11-15 ...............................................136 16-20 ...............................................152 21-24 ...............................................160

25.....................................................200 Each Year Thereafter ......................Add'l 8 Hrs per Year 12(b) MAXIMUM ACCUMULATION
Employees shall not accumulate more than 2 years’ worth of vacation. The twoyear total is based on the current bi-weekly accrual rate, times 52 payrolls. A freeze on vacation accrual will be implemented when an employee reaches the 2- year maximum limit. In such case, vacation shall not be earned or accrued.

Upon written request, the City Manager may grant vacation hours to carryover for extenuating circumstances up to an additional year of accumulation. 12(c) USE OF VACATION
The City shall allow employees to use vacation time in increments of no less than one half shift subject to supervisory approval.
12(d) BUY BACK
The City agrees to annually purchase, at the member's option, eighty (80) hours of vacation time at base salary.

Beginning in December 2019, and each December thereafter, employees who wish to have the City buy back vacation hours in the next calendar year, shall make an irrevocable election and submit it to the City, in writing in December, as to the number of hours they will accrue the next calendar year that they elect for buy back. In order to elect buy back, the employees must have eighty (80) or more hours of vacation balance at the time of the irrevocable election. The City 22 - 73
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shall make a form available to employees to make the irrevocable election.

Beginning December 2020, cashed out hours will be paid in December of each year.

13. SICK LEAVE
13(a) ACCRUAL RATES

1. Employees shall accrue paid sick leave at the rate of 3.69 hours per pay period.

2. Employees will not accrue any sick leave while on leave of absence without pay. Employees will continue to accrue sick leave while on paid sick leave.
13(b) MAXIMUM ACCUMULATION
Employees shall be allowed to accumulate unlimited sick leave. At the employee’s termination, the accumulated sick leave hours shall have no cash value.
13(c) CONVERSION TO CALPERS SERVICE CREDIT
Upon service retirement, employees may convert unused accumulated sick leave to service credits based on the formula set forth by CalPERS. Unused sick leave for which an employee receives cash, cannot be converted to CalPERS service credits. According to CalPERS, in order to receive sick leave credit, the employee’s retirement date must be within 120 days from the date of separation from the City.
13(d) USE OF SICK LEAVE
Though employees may accumulate unlimited sick leave hours, sick leave usage may not be excessive and/or abused. The City does recognize that there may be extraordinary circumstances in which an employee may experience a catastrophic illness or accident that may require a use of excessive amount of sick leave, but the City will not permit sick leave use to exceed 440 hours per fiscal year unless approved by the City Manager at his/her discretion. Accumulated sick leave may be used for the following:
(1) Employee’s own illness, or for the diagnosis, care, or treatment of an existing health condition of, or preventive care for, the employee.

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(2) Employee’s family member’s illness
The employee may use up to 48 hours of accrued but unused sick leave per year for the following purposes:
• For the diagnosis, care, or treatment of an existing health condition, or preventative care for, any of the following of the employee’s family members: child of any age or dependency status; parent; parent-in-law; spouse, registered domestic partner, grandparent; grandchild; or sibling.
• For the employee who is a victim of domestic violence, sexual assault, or stalking: (a) to obtain or attempt to obtain a temporary restraining order or other court assistance to help ensure the health, safety, or welfare of the employee or his or her child; or (b) to obtain medical attention or psychological counseling; services from a shelter; program or crisis center; or participate in safety planning or other actions to increase safety.
13(f) VERIFICATION OF SICK LEAVE
In addition, the City may require written verification or medical documentation of the reason for the employee’s use of sick leave when:
(1) The employee request approval for the use of four (4) hours or more sick leave for a single doctor’s appointment.
(2) The employee has a history or pattern of misuse or overuse of sick leave.

Examples of such misuse or overuse include but are not limited to:
• Use of sick leave on a Monday, Friday, or in conjunction with Sundays, holidays, floating holidays, flex days, and vacations. • Frequent late arrival to or early departure from work for medical or dental appointments.
• Frequent medical or dental appointments.
(3) The employee has been absent three (3) or more workdays or used twentyfour (24) hours of sick leave, whichever is greater, that involves the illness of the employee or family member in a calendar year:
13(g) USE OF SICK LEAVE BY PROBATIONARY EMPLOYEE
A probationary employee shall be authorized to utilize up to, but not exceeding, 50% of sick leave earned and accrued during the first ninety (90) days of employment, but after that time, may use sick leave during the remainder of the probationary period in the same manner as non-probationary employees . Such 22 - 75
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use shall be subject to all rules and regulations governing the use of sick leave.

However, probationary employees shall not be allowed to participate in the above SICK LEAVE INCENTIVE. This section does not apply to promotional probationary employees, who may use sick leave in the same manner as nonprobationary employees.

14. BEREAVMENT LEAVE
14(a) USAGE
Employees shall receive three (3) days of paid Bereavement Leave each fiscal year.
14(b) USE OF BEREAVEMENT LEAVE
Bereavement Leave shall be used in increments of at least one day and may be used for the following:

Death of a Family Member
Employees may use Bereavement Leave for the preparation and/or attendance of services of a family member. For the purposes of Bereavement Leave, family members shall include: spouse, parents, child, stepchild, grandparents, grandchildren, brother(s) and/or sister(s).

Bereavement Leave may be granted by the City Manager for other family members that the employee has shown close relations. Additional occurrences shall be deducted from the employee’s own sick leave. 15 EMPLOYEE WELLNESS, BALANCE AND PROFESSIONAL DEVELOPMENT The City recognizes the importance of promoting employee wellness, balance and professional development. As such, the City shall bring the below listed benefits, as offerings and supplemental optional employee wellness & balance and professional development initiatives/programs, at no cost to the employee:
(a) A meditation room will be made available for employee use to create a calm space that allows for mindfulness and wellness; and
(b) Yoga & fitness classes will be offered on a regular basis in Council Chambers and/or at other city facilities, to support employee health and wellness; and (c) City sponsored Toastmasters club on site (includes membership & lunch) to provide opportunity for employees to develop public speaking and engagement skills with fellow city employees; and
(d) A natural green space area will be created behind City Hall to facilitate time outside for lunches or meetings.
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16. WORKING CONDITIONS
16(a) UNIFORMS

1. It is agreed that the City shall provide 5 work shirts, 5 cotton t-shirts and 5 pairs of pants for all Field Service employees. Uniforms will be replaced as deemed necessary by the Public Works Superintendent.

2. The City shall reimburse all Field Service employees up to $250 for the purchase of steel toe safety boots/shoes each year. In the event the employee’s boots/shoes are damaged on the job and deemed unsafe (as opposed to normal wear and tear), the City will replace the boots/shoes for the employee even if the $250 maximum has been reached. 2(a) Probationary employees shall receive reimbursement for 1 pair of boots up to a maximum of $250 at the start of employment. 2(b) Permanent employees shall receive reimbursement for up to two pairs of boots up to a maximum of $250 at the start of the fiscal year.

3. Authorization and reimbursement:
3(a) City-designated vendor: Employee must first receive authorization from the Public Works Superintendent prior to purchase from a city-designated vendor. City may provide a voucher for this purpose.
3(b) Vendor of employee’s choice: Employee must provide proof of purchase or receipt to Public Works Superintendent for
reimbursement.
16(b) TURN-AROUND TIME / STANDBY TIME

1. When possible, management will attempt to provide all employees with at least eight hours between shifts.

2. In emergency situations, employees whose normal starting time would require them to return to work before eight hours have elapsed shall have the option, subject to management's prior approval, of reporting to work after said eight-hour period has elapsed, while being paid straight time from the time they would normally have reported to work.

3. If management directs the employee or if the employee elects, with prior management approval, to report to work before that eight-hour period has elapsed, then the employee shall be paid double time from the time that 22 - 77
29 8935687.1 SO140-107
they report to work until the time that the eight hour period would have elapsed. The employee will then be paid straight time for the remaining hours of their normal work shift.

4. Employees required to be on stand-by call during off-duty period, including holidays, and weekend periods, shall be compensated as follows:
a. Employees shall be compensated a daily stipend of $ 20.00 per day for stand-by time
b. When the employee must report back to work, employee shall be compensated at the overtime rate (time and one-half) for all hours worked with a minimum of three hours of compensation.
c. When it is feasible for the employee to respond to an emergency from home, employee shall be compensated at the overtime rate (time and one-half) for all hours worked with a minimum of one hour of compensation.
d. Stand-by time is only for the time there are no other city workers schedule to work within a particular division. An employee is not entitled to stand-by time on his/her Fridays off when working a 9/80 schedule and other city employees are working an eight (8) hour day. 16(c) PERFORMANCE EVALUATION-BASED MERIT STEP INCREASES Where a merit step increase is contingent upon provision of an annual (or other) performance evaluation report which justifies a new step increase, and where such report is completed, but not on a timely basis, the merit step increase shall be implemented retroactive to the payroll period where the increase would have been implemented, had the evaluation been done timely.

17. OTHER BENEFITS
17(a) LONGEVITY

1. 2% Every 5 Years: It is agreed that effective July 1, 1994, each employee in the bargaining unit shall receive a two percent (2%) increase in salary for every five (5) years of service and shall continue to receive such increase(s) in salary upon completion of each additional five (5) year interval of service.

2. As of January 1, 1996, the existing Longevity Pay Program will be terminated for all employees hired on or after January 1, 1996. Employees 22 - 78
30 8935687.1 SO140-107
on the City payroll on or before December 31, 1995, will be permitted to accrue time for an additional 4% in Longevity Pay in accordance with the provision of "A" 2% Every 5 Years. Once an employee has earned the additional 4% the Longevity Pay Program shall be permanently frozen. 17(b) BILINGUAL PAY

1. Pay: Employees who can communicate conversationally in Spanish or Chinese on a regular and/or recurring basis shall receive an additional one hundred and twenty five dollars ($125)in compensation each month, for a total of $1500 annually to be paid in equal installments per pay period.

Prior to receiving such additional compensation, employees will be required to pass a bilingual proficiency test as established and agreed to between the City and the Association.

2. Total Number of Employees: The City Manager's Office may permit up to twelve (12) bilingual (Spanish or Chinese) slots to be filled by department discretion.

3. Sign Language: One additional employee, over and above the Total Number of Employees as defined above, who can communicate conversationally with sign language on a regular or recurring basis, shall be eligible to receive bilingual pay benefit. Prior to receiving such additional compensation, employees will be required to demonstrate proficiency as established by the standards of American Sign Language (ASL) or English Sign Language (ESL).
17(c) EDUCATIONAL REIMBURSEMENT
There shall be no tuition reimbursement.
17(d) INCENTIVE PAY
The City encourages all the water utility operations and sewage collection/treatment employees to obtain state and federal certifications to deliver quality services to City residents. All employees obtaining higher certifications other than what is the minimum required for their job classifications shall be compensated two and a half (2.5%) percent of their base monthly salary for each additional certification, up to maximum of five (5%) percent of their base salary for more than one additional certification. All the additional water certifications shall be issued by California State Water Resources Control Board (SWRCB), previously administered by California Department of Public Health Services (CDPHS), American Water Works Association (AWWA) or equivalent as approved by the City’s Public Works Director prior to the employee obtaining the certification. All the wastewater collection and treatment certifications shall be issued by California State Water Resources Control Board (CSWRCB), California 22 - 79
31 8935687.1 SO140-107
Water Environmental Association (CWEA) or equivalent as approved by the City’s Public Works Director prior to the employee obtaining the certification. 17(e) W-4 FORMS
Employees may change their W-4 form.

18. LAYOFF AND REHIRE PROCEDURES
18(a) LAYOFF PROCEDURES
Layoffs shall occur according to Rule 14.2 of the City’s Personnel Rules and Regulations.
18(b) REHIRE PROCEDURES
The names of permanent employees who have been laid off due to reduction in work force shall be placed on an appropriate layoff re-employment list according to the date of separation and shall be eligible for re-employment. Such reemployment shall comply with the following guidelines:
• The last employee laid off will be the first employee on the list with the other eligible employees following in sequential order thereafter. • Said list shall be continued for one (1) year after the date of layoff.

19. RATIFICATION AND IMPLEMENTATION
The City and the Association acknowledge that this MOU shall not be in full force and effect until ratified by its membership and adopted in the form of a resolution by the City Council of the City of South Pasadena. Subject to the foregoing, this MOU is hereby executed and authorized by the designated representatives of the City and the Association and entered into on this _____ day of _______________, 2022.

SOUTH PASADENA PUBLIC SERVICE
EMPLOYEES’ ASSOCIATION

CITY OF SOUTH PASADENA
____________________________________ ____________________________________ Stephanie Pinto, President Michael A. Cacciotti, Mayor
____________________________________ ____________________________________ Olivia Radbill, Vice President Armine Chaparyan, City Manager 22 - 80
APPENDIX A (Current)
Public Service Employees’ Association Monthly Salary Schedule Effective July 1, 2021

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APPENDIX B (4%)
Public Service Employees’ Association Monthly Salary Schedule Effective first full payroll period following July 1, 2022

A B C D E
Account Clerk $ 3,701 $ 3,886 $ 4,081 $ 4,285 $ 4,499
Accountant $ 5,575 $ 5,854 $ 6,147 $ 6,454 $ 6,777
Accounting Technician I $ 4,184 $ 4,393 $ 4,613 $ 4,843 $ 5,086 Accounting Technician II $ 4,646 $ 4,878 $ 5,122 $ 5,378 $ 5,647 Administrative Secretary $ 4,522 $ 4,748 $ 4,985 $ 5,235 $ 5,496 Assistant Planner $ 5,575 $ 5,854 $ 6,147 $ 6,454 $ 6,777 Associate Civil Engineer $ 6,959 $ 7,307 $ 7,672 $ 8,055 $ 8,458 Associate Planner $ 6,183 $ 6,492 $ 6,817 $ 7,157 $ 7,515 Building Maintenance Worker $ 4,733 $ 4,970 $ 5,218 $ 5,479 $ 5,753 Civil Engineering Assistant $ 5,885 $ 6,180 $ 6,489 $ 6,813 $ 7,154 Community Improvement Coordinator $ 4,844 $ 5,087 $ 5,341 $ 5,608 $ 5,888 Community Services Coordinator $ 4,961 $ 5,209 $ 5,469 $ 5,743 $ 6,030 Deputy City Clerk $ 5,575 $ 5,854 $ 6,147 $ 6,454 $ 6,777 Electrician $ 5,225 $ 5,486 $ 5,761 $ 6,049 $ 6,351
Facility Maintenance Super $ 6,381 $ 6,701 $ 7,036 $ 7,387 $ 7,757 Film Liaison $ 4,961 $ 5,209 $ 5,469 $ 5,743 $ 6,030
Grants Analyst $ 5,849 $ 6,141 $ 6,448 $ 6,771 $ 7,109
Librarian $ 5,511 $ 5,787 $ 6,076 $ 6,380 $ 6,699
Library Associate $ 4,399 $ 4,619 $ 4,850 $ 5,093 $ 5,347 Library Clerk I $ 3,241 $ 3,403 $ 3,573 $ 3,751 $ 3,939 Library Clerk II $ 3,754 $ 3,942 $ 4,139 $ 4,346 $ 4,563 Library Digital Services Manager $ 5,575 $ 5,854 $ 6,147 $ 6,454 $ 6,777 Library Public Services Manager $ 6,838 $ 7,180 $ 7,539 $ 7,916 $ 8,312 Library Support Services Manager $ 6,838 $ 7,180 $ 7,539 $ 7,916 $ 8,312 Library Technical Assistant $ 4,490 $ 4,714 $ 4,950 $ 5,197 $ 5,457 Maintenance Worker I $ 3,797 $ 3,987 $ 4,186 $ 4,396 $ 4,615 Maintenance Worker II $ 4,135 $ 4,342 $ 4,559 $ 4,787 $ 5,026 Maintenance Aide $ 4,522 $ 4,748 $ 4,985 $ 5,235 $ 5,496 Management Analyst $ 5,849 $ 6,141 $ 6,448 $ 6,771 $ 7,109 Management Assistant $ 4,961 $ 5,209 $ 5,469 $ 5,743 $ 6,030 Parks Supervisor $ 6,006 $ 6,306 $ 6,622 $ 6,953 $ 7,300 Program Specialist $ 4,522 $ 4,748 $ 4,985 $ 5,235 $ 5,496 Public Works Assistant $ 5,804 $ 6,094 $ 6,399 $ 6,719 $ 7,055 Public Works Inspector $ 5,741 $ 6,028 $ 6,329 $ 6,646 $ 6,978 Senior Electrician $ 5,590 $ 5,870 $ 6,163 $ 6,471 $ 6,795 Senior Maintenance Worker $ 4,928 $ 5,174 $ 5,433 $ 5,704 $ 5,989 Senior Management Analyst $ 6,763 $ 7,101 $ 7,456 $ 7,829 $ 8,221 Senior Planner $ 7,196 $ 7,556 $ 7,933 $ 8,330 $ 8,746
Senior Water Production/Treatment Operator $ 4,996 $ 5,246 $ 5,508 $ 5,784 $ 6,073 Senior Water Utility Worker $ 4,934 $ 5,180 $ 5,439 $ 5,711 $ 5,997 Street Supervisor $ 6,070 $ 6,374 $ 6,693 $ 7,027 $ 7,379 Transportation Driver $ 3,435 $ 3,607 $ 3,787 $ 3,977 $ 4,175 Water Conservation Analyst $ 5,849 $ 6,141 $ 6,448 $ 6,771 $ 7,109 Water Operations Supervisor $ 6,878 $ 7,221 $ 7,582 $ 7,962 $ 8,360 Water Production/Treatment Operator $ 4,593 $ 4,822 $ 5,063 $ 5,317 $ 5,582 Water Utility Worker I $ 4,016 $ 4,217 $ 4,428 $ 4,650 $ 4,882 Water Utility Worker II $ 4,448 $ 4,670 $ 4,904 $ 5,149 $ 5,407 22 - 82
APPENDIX C (3%)
Public Service Employees’ Association Monthly Salary Schedule Effective first full payroll period following July 1, 2023 22 - 83
APPENDIX D (2%)
Public Service Employees’ Association Monthly Salary Schedule Effective first full payroll period following July 1, 2024

A B C D E
Account Clerk $3,889 $4,083 $4,287 $4,502 $4,727
Accountant $5,858 $6,150 $6,458 $6,781 $7,120
Accounting Technician I $4,396 $4,615 $4,846 $5,088 $5,343 Accounting Technician II $4,881 $5,125 $5,381 $5,650 $5,933 Administrative Secretary $4,751 $4,988 $5,238 $5,500 $5,775 Assistant Planner $5,858 $6,150 $6,458 $6,781 $7,120
Associate Civil Engineer $7,311 $7,676 $8,060 $8,463 $8,886 Associate Planner $6,496 $6,820 $7,161 $7,520 $7,896
Building Maintenance Worker $4,973 $5,221 $5,482 $5,756 $6,044 Civil Engineering Assistant $6,183 $6,492 $6,817 $7,158 $7,516 Community Improvement Coordinator $5,089 $5,344 $5,611 $5,892 $6,186 Community Services Coordinator $5,212 $5,472 $5,746 $6,033 $6,335 Deputy City Clerk $5,858 $6,150 $6,458 $6,781 $7,120
Electrician $5,489 $5,764 $6,052 $6,355 $6,672
Facility Maintenance Super $6,704 $7,040 $7,392 $7,761 $8,149 Film Liaison $5,212 $5,472 $5,746 $6,033 $6,335
Grants Analyst $6,145 $6,452 $6,775 $7,114 $7,469
Librarian $5,790 $6,079 $6,383 $6,702 $7,038
Library Associate $4,622 $4,853 $5,096 $5,350 $5,618
Library Clerk I $3,405 $3,575 $3,754 $3,941 $4,138
Library Clerk II $3,944 $4,142 $4,349 $4,566 $4,794
Library Digital Services Manager $5,858 $6,150 $6,458 $6,781 $7,120 Library Public Services Manager $7,184 $7,543 $7,920 $8,316 $8,732 Library Support Services Manager $7,184 $7,543 $7,920 $8,316 $8,732 Library Technical Assistant $4,717 $4,953 $5,200 $5,460 $5,733 Maintenance Worker I $3,989 $4,189 $4,398 $4,618 $4,849 Maintenance Worker II $4,344 $4,561 $4,790 $5,029 $5,280 Maintenance Aide $4,751 $4,988 $5,238 $5,500 $5,775
Management Analyst $6,145 $6,452 $6,775 $7,114 $7,469
Management Assistant $5,212 $5,472 $5,746 $6,033 $6,335 Parks Supervisor $6,310 $6,625 $6,957 $7,305 $7,670
Program Specialist $4,751 $4,988 $5,238 $5,500 $5,775
Public Works Assistant $6,098 $6,403 $6,723 $7,059 $7,412 Public Works Inspector $6,031 $6,333 $6,649 $6,982 $7,331 Senior Electrician $5,873 $6,166 $6,475 $6,799 $7,138
Senior Maintenance Worker $5,177 $5,436 $5,707 $5,993 $6,292 Senior Management Analyst $7,105 $7,461 $7,834 $8,225 $8,637 Senior Planner $7,560 $7,938 $8,335 $8,751 $9,189
Senior Water Production/Treatment Operator $5,249 $5,511 $5,787 $6,076 $6,380 Senior Water Utility Worker $5,183 $5,443 $5,715 $6,000 $6,300 Street Supervisor $6,378 $6,697 $7,031 $7,383 $7,752
Transportation Driver $3,609 $3,789 $3,979 $4,178 $4,387 Water Conservation Analyst $6,145 $6,452 $6,775 $7,114 $7,469 Water Operations Supervisor $7,226 $7,587 $7,966 $8,364 $8,783 Water Production/Treatment Operator $4,825 $5,066 $5,320 $5,586 $5,865 Water Utility Worker I $4,220 $4,431 $4,652 $4,885 $5,129 Water Utility Worker II $4,673 $4,907 $5,152 $5,410 $5,680 22 - 84
ATTACHMENT 3
Resolution Approving Unrepresented Management Employee
Benefits Listing and Management Salary Schedule
22 - 85

RESOLUTION NO.

A RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF SOUTH PASADENA, CALIFORNIA,

APPROVING UNREPRESENTED MANAGEMENT

EMPLOYEE BENEFITS LISTING AND

MANAGEMENT SALARY SCHEDULE
SUPERSEDING RESOLUTION NO. 7626
WHEREAS, the City Council has set a priority to establish salaries at a level that both attracts and retains the most qualified staff while carefully managing scarce resources; and
WHEREAS, the City Manager has reviewed the compensation package applicable to managers and has evaluated it in the context of the current and future fiscal environment; and
WHEREAS, the City Council finds that the salary and benefit adjustments set forth in this resolution are reasonable and address the recruitment, retention, and fiscal needs of the City.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SOUTH

PASADENA, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:

SECTION 1. Management Benefits as set forth in “Exhibit A” and the Management Salary Schedules set forth in “Exhibit B” shall be approved.

SECTION 2. The City Council declares that this resolution supersedes Resolution No. 7626, which represented the previous benefits listing and salary schedule for unrepresented management employees.

SECTION 3. The City Clerk of the City of South Pasadena shall certify to the passage and adoption of this resolution and its approval by the City Council and shall cause the same to be listed in the records of the City.

PASSED, APPROVED AND ADOPTED ON this 15th day of June, 2022.

Michael A. Cacciotti, Mayor
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ATTEST: APPROVED AS TO FORM:

Christina Muñoz, Deputy City Clerk Andrew Jared, City Attorney (seal)

I HEREBY CERTIFY the foregoing resolution was duly adopted by the City Council of the City of South Pasadena, California, at a regular meeting held on the 15th day of June, 2022, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAINED:

Christina Muñoz, Deputy City Clerk
(seal)
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EXHIBIT A

MANAGEMENT BENEFITS
The following shall be the classifications, compensation and benefit plan for management employees:

SECTION 1. TERM
The following established classifications, salaries and benefits of employment for management employees shall be in effect upon adoption by the City Council.

SECTION 2. CLASSIFICATIONS
Accounting Manager
Assistant City Manager
Assistant Library Director
Assistant to the City Manager
Chief City Clerk
Community Development Director
Community Services Director
Community Services Supervisor
Deputy City Manager
Deputy Community Development Director
Deputy Community Services Director
Deputy Public Works Director
Deputy Fire Chief
Deputy Police Chief
Environmental & Sustainability Manager
Executive Assistant
Finance Director
Finance Manager
Fire Chief
Fire Division Chief
Human Resources & Risk Manager
Library Director
Management Services Director
Planning Manager
Police Chief
Police Lieutenant
Principal Management Analyst
Public Works Director
Public Works Operations Manager
Sr. Civil Engineer
Water Operations Manager
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SECTION 3. SALARY
(a) All classifications shall receive a four percent (4%) salary increase in first full pay period in July 2022 or first full pay period after Council ratification, whichever is later; and
(b) All classifications shall receive a three percent (3%) salary increase in first full pay period in July 2023 or first full pay period after Council ratification, whichever is later; and
(c) All classifications shall receive a two percent (2%) salary increase in first full pay period in July 2024 or first full pay period after Council ratification, whichever is later; and
The salaries for management employees shall be those contained in Exhibit B, “Management Salary Schedules.”
SECTION 4. RETIREMENT
A. The City agrees to participate in the California Public Service Employees’ Retirement System (CalPERS). Classic CalPERS safety members (Police Chief, Fire Chief, Deputy Fire Chief, Fire Division Chief and Police Captains) i.e., those that do not qualify as “new” members under the California Public Employees’ Pension Reform Act of 2013 (“PEPRA” or “AB 340”) shall participate in the 2%@50 plan with single highest year compensation. As required under PEPRA , new CalPERS safety members shall participate in the 2.7%@57 plan with the highest average annual pensionable compensation earned during a period of 36 consecutive months rather than single highest year. For all non-safety Management employees, Classic CalPERS members shall participate in the 2%@55 plan with single highest year final compensation and as required under PEPRA, new members shall participate in the 2.0%@62 plan with highest average annual pensionable compensation earned during a period of 36 consecutive months.

B. Classic members shall pay a member contribution rate of seven percent (7%) (non-safety) or nine (percent) 9% (safety) of their compensation. New members shall pay a member contribution equal to fifty percent (50%) of the normal cost (as determined by CalPERS).

C. The City’s plan shall provide the sick leave conversion benefit.

SECTION 5. RETIRED EMPLOYEE’S MEDICAL COVERAGE
Employees who became annuitants prior to July 1, 2012 shall receive City payment of 100% of the medical insurance premium for the retired employee only, with said payment not exceeding the premium requirement for insurance programs offered through CalPERS, both prior to and after becoming Medicare eligible.

Effective on July 1, 2020, the City shall restructure the way it funds current employee and retiree medical insurance benefits. The City’s 22 - 89
goal is to keep all current retirees and employees whole while reducing the future retiree medical benefits of new employees hired on or after July 1, 2020. Therefore, the City has adopted the following changes effective on July 1, 2020 to apply to employees hired on or after July 1, 2020:
(a) Modify the City’s PEMHCA resolution with CalPERS to reduce the City’s PEMHCA contribution to the PEMHCA minimum as it changes from year to year (currently $136/month but increasing to $139/month in 2020);
(b) Provide retirees who retired before July 1, 2020 who are eligible for, and have elected to participate in, CalPERS health insurance as a retiree, and employees hired between July 1, 2012 and June 30, 2020, when they become eligible retirees and elect retiree CalPERS medical coverage, with a contribution directly to CalPERS for the PEMHCA minimum contribution, and the difference between the PEMHCA minimum and $915/month as a contribution to a Health Reimbursement Account that will be directed to the retiree; and
(c) For all employees hired on or after July 1, 2020, who retire from the City in the future and are eligible to, and elect to enroll in, CalPERS’ health insurance plans, City retiree medical contributions shall be limited to the PEMHCA minimum employer contribution at the time.

SECTION 6. DEFERRED COMPENSATION
The City shall pay the equivalent of one percent (1%) of each management employees’ base salary into a deferred compensation plan.

SECTION 7. SICK LEAVE
A. Sick leave shall be earned at the rate of eight (8) hours per month of service to the City.

B. Management employees may accrue unlimited sick leave.

C. At the employee’s termination, the accumulated sick leave hours shall have no cash value.

SECTION 8. CONVERSION TO CALPERS SERVICE CREDIT
Upon retirement, employees may convert unused accumulated sick leave to service credits based on the formula set forth by CalPERS.

According to CalPERS, in order to receive sick leave credit, the employees’ retirement date must be within 120 days from the date of separation from the City.

SECTION 9. BEREAVEMENT LEAVE
A. Bereavement leave shall be granted by the City Manager for the death of a spouse, parent, step-parent, child, step-child, grandparent, grandchildren, brother, and/or sister, for three work days per each fiscal year.
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B. Additional occurrences shall be deducted from the employee’s own sick leave.

C. Bereavement leave may be used not only for attendance at funerals, but for time spent in assisting in the preparation of funerals.

SECTION 10. MANAGEMENT LEAVE
A. Employees shall receive 90 hours of management leave each fiscal year.

B. Employees may cash out up to sixty (60) hours of unused Management Leave during a fiscal year. Consistent with the City’s practice of granting Administrative or Management Leave prospectively, cash out of unused Management Leave is an annual compensation benefit for management staff, and as such will be distributed prospectively during the course of each fiscal year in accordance with this resolution.

C. Beginning July 1, 2014, employees can cash out up to thirty (30) hours of Management Leave, during a special payroll that will occur between the first and second regular payrolls in July of each year, and may cash out another thirty (30) hours of Management Leave, during a special payroll that will occur between the first and second regular payrolls in December of each year.

D. Unused or non-cashed out management leave shall not be carried over to the next fiscal year.

E. Beginning December 2019, employees shall qualify to cash out up to 60 hours of Management Leave. This cash out opportunity shall take place once a year and shall replace the previous procedure that allowed for two opportunities to cash out up to 30 hours each time throughout the year. To qualify to cash out Management Leave, the employee must irrevocably elect in writing, in December, the number of hours of Management Leave they elect to cash out in the next calendar year.

Subject to a sixty (60) hour maximum. Employees must elect (12 months prior) via an election form to cash out up to 60 hours of Management Leave. The cash out of those hours will take place once a year in December of the calendar year after the election is made. The City will make a form available to make the irrevocable election. The form must be submitted to the City’s Finance Department in December.

SECTION 11. VACATION
A. Vacation shall be accrued based on the years of service as follows:
1 – 5 years 120 hours
6 – 10 years 128 hours
11 – 15 years 136 hours
16 – 20 years 152 hours
Over 20 years 160 hours
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B. Employees who have achieved more than twenty years of service with the City as of the date of this resolution and whose vacation benefits are subject to the terms of this resolution as of July 7, 1999 shall be allowed to accrue vacation pursuant to the schedule contained in City Council Resolution No. 6558.

C. Employees with twenty years of service with South Pasadena and who are appointed to management positions after July 7, 1999 shall receive vacation benefits in accordance with the provisions of Section 11A above.

D. Employees subject to this resolution shall endeavor to take annual vacation leave equal to the time accrued. An employee’s accrued vacation shall be capped at two years’ worth of vacation hours.

Employees will cease accruing vacation hours until the accrued hours fall below the maximum accumulation allowed. Employees may carry over up to two (2) years accumulation of vacation time. Upon written request, the City Manager may grant vacation hours to carryover for extenuating circumstances up to an additional year of accumulation.

E. Employees shall qualify to cash out accrued Vacation Leave, subject to leaving a balance of eighty (80) hours. To qualify to cash out Vacation Leave, the employee must irrevocably elect in writing, in December, the number of hours of Vacation Leave they elect to cash out in the next calendar year. Employees can cash out accrued time above an eighty (80) hour minimum maintained in their bank. Employees must elect (12 months prior) via an election form to cash out Vacation Leave. The cash out of those hours will take place once a year in December of the calendar year after the election is made. The City will make a form available to make the irrevocable election. The form must be submitted to the City’s Finance Department in December.

F. For employees hired on or after July 1, 2022, the City Manager, at their sole discretion, may credit an employee’s previous relevant experience to be counted towards an employee’s total Years of Service calculation. An employee must submit documentation in writing which shall be verified by the human resources department. This adjustment shall be effective on the date of City Manager approval.

Employees hired before July 1, 2022, may request prior relevant experience to count towards an adjustment to the employee’s accrual rate.

In order to receive this adjustment, an employee must submit documentation in writing which shall be verified by the human resources department. This adjustment shall be effective on the date of City Manager approval.
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SECTION 12. HOLIDAYS
Employees shall receive the following fourteen (14) paid holidays per fiscal year:

1. January 1 – New Year’s Day

2. 3rd Monday in January – Martin Luther King, Jr. Birthday

3. 3rd Monday in February – President’s Day

4. Last Monday in May – Memorial Day

5. June 19 - Juneteenth

6. July 4 – Independence Day

7. 1st Monday in September – Labor Day

8. November 11 – Veteran’s Day

9. 4th Thursday in November – Thanksgiving Day

10. Friday after Thanksgiving – Substitute for Admission’s Day

11. December 25 – Christmas Day

12. Winter Holiday Closure – three additional paid days between December 25th to January 1
Winter Holiday Closure – City Hall shall close each
year from December 25 to January 1. Employees shall receive three additional days off with pay during that period, in addition to December 25 and January 1.

If a recognized holiday (December 25 and/or January 1)
falls on a Saturday, the employee shall receive the prior Friday as a day off with pay. If that Friday is the employee’s regular day off, the employee will receive a floating holiday to use within the following 12 months. That floating holiday is not subject to cash out, nor can it be rolled over beyond the initial 12 months.

If the recognized holiday (December 25 and/or January
1) falls on a Sunday, employees shall receive the following Monday as a day off with pay. If that Monday is the
employee’s regular day off, employees will receive a floating holiday to use within the following 12 months. That floating holiday is not subject to cash out, nor can it be rolled over beyond the initial 12 months.

If the recognized holiday (December 25 and/or
January 1) falls on the employee’s regular day off, the employee will receive either: 1) in the case of a regularly scheduled Monday off, Tuesday off with pay; or 2) in the case of a regularly scheduled Friday off, then Thursday off with pay.
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A. Fire Division Chiefs and Police Lieutenants only –Fire Division Chiefs shall be paid at the rate of twelve (12) hours of the employee’s hourly rate for each City designated paid holiday, including floating holiday. Police Lieutenants shall be paid at the rate of ten (10) hours of the employee’s hourly rate for each City designated paid holiday, including floating holiday.

B. Management employees shall receive two (2) floating holidays per fiscal year. Floating holidays may not be carried over to the next fiscal year.

SECTION 13. INSURANCE
A. City paid medical insurance coverage is provided as follows:

The City’s monthly contributions to the medical premium contribution plan shall be as follows to the maximum stated, depending on the level of coverage selected:

Employee only = $ 915
Employee + 1 = $ 1,115
Employee + family = $ 1,290
Beginning January 1, 2023, the City’s monthly contributions to the medical premium contribution plan shall be increased as follows to the maximum stated, depending on the level of coverage selected:

Employee only = $ 915
Employee + 1 = $ 1,400
Employee + family = $ 1,600
Beginning January 1, 2024, the City’s monthly contributions to the medical premium contribution plan shall be increased as follows to the maximum stated, depending on the level of coverage selected:

Employee only = $ 915
Employee + 1 = $ 1,650
Employee + family = $ 1,950
The amounts stated above are to cover plan premiums, and may not be used as any form of cash in lieu.

B. City paid dental coverage is provided up to $75 per month.

C. City paid vision care coverage is provided up to $20 per month.

D. City paid life insurance policy in the sum of $50,000 provided. 22 - 94
E. City paid accidental death & dismemberment insurance policy in the sum of $50,000 provided. Additional coverage up to $500,000 available at employee’s expense.

F. Optional Supplemental Insurance Plans available through AFLAC at the employee’s expense.

SECTION 14. LONG TERM DISABILITY
A. For full-time employees who have been employed by the City for six months, the City shall provide long-term disability coverage under a self-insured status. The City may require reasonable proof of the disabling illness and retains the right to define “long term disability.” The City will pay two-thirds of the employee’s monthly salary effective the day disability is approved and for the duration the employee continues to be disabled or for one year, whichever is less.

B. There is a 30-day elimination period during which the employee must use his or her accrued sick leave. If the employee has less than 30 days of accrued sick leave, the employee may choose to use other accrued leave or take the remaining days unpaid.

C. Benefits shall be paid for one year for the approved disability.

The City Manager may, upon review of the nature of the disability, grant up to one additional year of disability benefits.

D. The City shall continue to pay all of the insurance premiums listed in Section 13 during the City-recognized period of long term disability.

SECTION 15. UNIFORMS
Full-time Fire Chief, Police Chief, Deputy Police Chief and Deputy Fire Chief shall receive $1,000 annually for the cleaning of and maintenance of their uniforms. Full-time Fire Division Chief and Police Lieutenant shall receive $675 annually for the cleaning of and maintenance of their uniforms. Uniform pay shall be prorated and paid in equal installments in each pay period and reported to CalPERS as required.

SECTION 16. WORK SCHEDULE
Beginning September 2019, City Hall employees shall operate on a 4/10 work schedule. All other departments shall if feasible transition to a 4/10 work schedule by December 31, 2019.

SECTION 17. LONGEVITY
Employees hired before January 1, 1996, who have been eligible for Longevity Pay under the former Longevity Pay Program"(2% Each 5 Years" up to a maximum of 4%) shall continue to be compensated the additional Longevity Pay as provided in the Longevity Pay policy in effect on December 31, 1995.
22 - 95
Effective January 1, 1996, the Longevity Pay Plan was terminated for all members hired on or after January 1, 1996. Employees on the City payroll on or before December 31, 1995, were permitted to accrue time for an additional four percent (4%) in Longevity Pay. Once an employee hired on or before December 31, 1995 has earned the additional four percent (4%), the Longevity Pay Program is permanently frozen. Employees hired on or after January 1, 1996 are not eligible for longevity pay.

SECTION 18. MERIT PAY
For Department Directors only, the City Manager may grant additional merit incentive pay, up to two percent (2%), above the salary step in the pay schedule, in recognition of outstanding performance, special project assignment, or successful completion of Department Key Performance Indicators.

SECTION 19. LUMP SUM PAYMENT
On or before July 30, 2022, City will provide a lump-sum nonPERSable payment of $1,500 to active employees hired on or before June 30, 2022 who have passed an initial probationary period. Those employees hired on or before June 30, 2022 who have not yet passed their probationary period, will be paid the $1,500 lump-sum non-PERSable payment upon an employee’s successful completion of their probationary period. No lump sum payments will be paid after June 30, 2023.
22 - 96

EXHIBIT B

MANAGEMENT MONTHLY SALARY SCHEDULE
Effective First Full Pay Period in July 2022

A B C D E F G
Accounting Manager $7,154 $7,512 $7,887 $8,282 $8,696 $9,131 $9,587 Assistant City Manager $12,028 $12,629 $13,260 $13,923 $14,620 $15,351 $16,118 Assistant Library Director $7,655 $8,038 $8,440 $8,862 $9,305 $9,770 $10,259 Assistant to the City Manager $8,282 $8,696 $9,130 $9,587 $10,066 $10,570 $11,098 Chief City Clerk $8,282 $8,696 $9,130 $9,587 $10,066 $10,570 $11,098 Community Development Director $11,086 $11,641 $12,223 $12,834 $13,476 $14,149 $14,857 Community Services Director $9,827 $10,318 $10,834 $11,376 $11,945 $12,542 $13,169 Community Services Supervisor $5,313 $5,579 $5,858 $6,151 $6,458 $6,781 $7,120 Deputy City Manager $11,086 $11,641 $12,223 $12,834 $13,476 $14,149 $14,857 Deputy Community Development Director $8,787 $9,226 $9,688 $10,172 $10,681 $11,215 $11,775 Deputy Community Services Director $8,348 $8,765 $9,204 $9,664 $10,147 $10,655 $11,187 Deputy Director of Public Works $8,787 $9,226 $9,688 $10,172 $10,681 $11,215 $11,775 Deputy Fire Chief $10,622 $11,153 $11,710 $12,296 $12,911 $13,556 $14,234 Deputy Police Chief $10,622 $11,153 $11,710 $12,296 $12,911 $13,556 $14,234 Environmental & Sustainability Manager $7,544 $7,921 $8,317 $8,733 $9,170 $9,628 $10,110 Executive Assistant $5,755 $6,043 $6,345 $6,663 $6,996 $7,345 $7,713 Finance Director $11,086 $11,641 $12,223 $12,834 $13,476 $14,149 $14,857 Finance Manager $7,154 $7,512 $7,887 $8,282 $8,696 $9,131 $9,587 Fire Chief $13,207 $13,867 $14,561 $15,289 $16,053 $16,856 $17,699 Fire Division Chief $9,673 $10,157 $10,665 $11,198 $11,758 $12,346 $12,963 Human Resources & Risk Manager $9,424 $9,896 $10,390 $10,910 $11,456 $12,028 $12,630 Library Director $8,967 $9,415 $9,886 $10,380 $10,899 $11,444 $12,016 Management Services Director $10,622 $11,153 $11,710 $12,296 $12,911 $13,556 $14,234 Planning Manager $8,282 $8,696 $9,130 $9,587 $10,066 $10,570 $11,098 Police Chief $13,176 $13,835 $14,526 $15,253 $16,015 $16,816 $17,657 Police Lieutenant $8,852 $9,295 $9,760 $10,248 $10,760 $11,298 $11,863 Principal Management Analyst $8,282 $8,696 $9,130 $9,587 $10,066 $10,570 $11,098 Public Works Director $11,086 $11,641 $12,223 $12,834 $13,476 $14,149 $14,857 Public Works Operation Manager $7,544 $7,921 $8,317 $8,733 $9,170 $9,628 $10,110 Sr. Civil Engineer $7,248 $7,610 $7,991 $8,390 $8,810 $9,250 $9,713 Water Operations Manager $8,097 $8,502 $8,927 $9,374 $9,842 $10,335 $10,851 Special Arrangement additional Hours - Fire Division Chief $55.81 $58.60 $61.53 $64.60 $67.83 $71.22 $74.79 Special Arrangement additional Hours - Police Lieutenant $51.07 $53.63 $56.31 $59.13 $62.08 $65.19 $68.44 22 - 97

MANAGEMENT MONTHLY SALARY SCHEDULE
Effective First Full Pay Period in July 2023

A B C D E F G
Accounting Manager $7,369 $7,737 $8,124 $8,530 $8,957 $9,405 $9,875 Assistant City Manager $12,388 $13,008 $13,658 $14,341 $15,058 $15,811 $16,602 Assistant Library Director $7,885 $8,279 $8,693 $9,128 $9,584 $10,064 $10,567 Assistant to the City Manager $8,530 $8,956 $9,404 $9,875 $10,368 $10,887 $11,431 Chief City Clerk $8,530 $8,956 $9,404 $9,875 $10,368 $10,887 $11,431 Community Development Director $11,419 $11,990 $12,589 $13,219 $13,880 $14,574 $15,303 Community Services Director $10,122 $10,628 $11,159 $11,717 $12,303 $12,918 $13,564 Community Services Supervisor $5,473 $5,746 $6,034 $6,335 $6,652 $6,985 $7,334 Deputy City Manager $11,419 $11,990 $12,589 $13,219 $13,880 $14,574 $15,303 Deputy Community Development Director $9,051 $9,503 $9,978 $10,477 $11,001 $11,551 $12,129 Deputy Community Services Director $8,599 $9,028 $9,480 $9,954 $10,452 $10,974 $11,523 Deputy Director of Public Works $9,051 $9,503 $9,978 $10,477 $11,001 $11,551 $12,129 Deputy Fire Chief $10,940 $11,487 $12,062 $12,665 $13,298 $13,963 $14,661 Deputy Police Chief $10,940 $11,487 $12,062 $12,665 $13,298 $13,963 $14,661 Environmental & Sustainability Manager $7,770 $8,159 $8,567 $8,995 $9,445 $9,917 $10,413 Executive Assistant $5,928 $6,224 $6,536 $6,862 $7,206 $7,566 $7,944 Finance Director $11,419 $11,990 $12,589 $13,219 $13,880 $14,574 $15,303 Finance Manager $7,369 $7,737 $8,124 $8,530 $8,957 $9,405 $9,875 Fire Chief $13,603 $14,283 $14,997 $15,747 $16,535 $17,361 $18,230 Fire Division Chief $9,963 $10,461 $10,984 $11,534 $12,110 $12,716 $13,352 Human Resources & Risk Manager $9,707 $10,193 $10,702 $11,237 $11,799 $12,389 $13,009 Library Director $9,236 $9,698 $10,183 $10,692 $11,226 $11,788 $12,377 Management Services Director $10,940 $11,487 $12,062 $12,665 $13,298 $13,963 $14,661 Planning Manager $8,530 $8,956 $9,404 $9,875 $10,368 $10,887 $11,431 Police Chief $13,571 $14,250 $14,962 $15,710 $16,496 $17,320 $18,186 Police Lieutenant $9,118 $9,574 $10,053 $10,555 $11,083 $11,637 $12,219 Principal Management Analyst $8,530 $8,956 $9,404 $9,875 $10,368 $10,887 $11,431 Public Works Director $11,419 $11,990 $12,589 $13,219 $13,880 $14,574 $15,303 Public Works Operation Manager $7,770 $8,159 $8,567 $8,995 $9,445 $9,917 $10,413 Sr. Civil Engineer $7,465 $7,838 $8,230 $8,642 $9,074 $9,528 $10,004 Water Operations Manager $8,340 $8,757 $9,195 $9,655 $10,138 $10,645 $11,177 Special Arrangement additional Hours - Fire Division Chief $57.48 $60.35 $63.37 $66.54 $69.87 $73.36 $77.03 Special Arrangement additional Hours - Police Lieutenant $52.61 $55.24 $58.00 $60.90 $63.94 $67.14 $70.50 22 - 98

MANAGEMENT MONTHLY SALARY SCHEDULE
Effective First Full Pay Period in July 2024

A B C D E F G
Accounting Manager $7,516 $7,892 $8,287 $8,701 $9,136 $9,593 $10,072 Assistant City Manager $12,636 $13,268 $13,931 $14,628 $15,359 $16,127 $16,934 Assistant Library Director $8,043 $8,445 $8,867 $9,311 $9,776 $10,265 $10,778 Assistant to the City Manager $8,701 $9,136 $9,592 $10,072 $10,576 $11,104 $11,660 Chief City Clerk $8,701 $9,136 $9,592 $10,072 $10,576 $11,104 $11,660 Community Development Director $11,647 $12,230 $12,841 $13,483 $14,157 $14,865 $15,609 Community Services Director $10,324 $10,840 $11,382 $11,952 $12,549 $13,177 $13,835 Community Services Supervisor $5,582 $5,861 $6,154 $6,462 $6,785 $7,124 $7,481 Deputy City Manager $11,647 $12,230 $12,841 $13,483 $14,157 $14,865 $15,609 Deputy Community Development Director $9,232 $9,693 $10,178 $10,687 $11,221 $11,782 $12,371 Deputy Community Services Director $8,770 $9,209 $9,669 $10,153 $10,661 $11,194 $11,753 Deputy Director of Public Works $9,232 $9,693 $10,178 $10,687 $11,221 $11,782 $12,371 Deputy Fire Chief $11,159 $11,717 $12,303 $12,918 $13,564 $14,242 $14,954 Deputy Police Chief $11,159 $11,717 $12,303 $12,918 $13,564 $14,242 $14,954 Environmental & Sustainability Manager $7,926 $8,322 $8,738 $9,175 $9,634 $10,116 $10,621 Executive Assistant $6,047 $6,349 $6,666 $7,000 $7,350 $7,717 $8,103 Finance Director $11,647 $12,230 $12,841 $13,483 $14,157 $14,865 $15,609 Finance Manager $7,516 $7,892 $8,287 $8,701 $9,136 $9,593 $10,072 Fire Chief $13,875 $14,569 $15,297 $16,062 $16,865 $17,709 $18,594 Fire Division Chief $10,162 $10,671 $11,204 $11,764 $12,353 $12,970 $13,619 Human Resources & Risk Manager $9,901 $10,396 $10,916 $11,462 $12,035 $12,637 $13,269 Library Director $9,421 $9,892 $10,386 $10,906 $11,451 $12,023 $12,625 Management Services Director $11,159 $11,717 $12,303 $12,918 $13,564 $14,242 $14,954 Planning Manager $8,701 $9,136 $9,592 $10,072 $10,576 $11,104 $11,660 Police Chief $13,842 $14,535 $15,261 $16,024 $16,826 $17,667 $18,550 Police Lieutenant $9,300 $9,765 $10,254 $10,766 $11,305 $11,870 $12,463 Principal Management Analyst $8,701 $9,136 $9,592 $10,072 $10,576 $11,104 $11,660 Public Works Director $11,647 $12,230 $12,841 $13,483 $14,157 $14,865 $15,609 Public Works Operation Manager $7,926 $8,322 $8,738 $9,175 $9,634 $10,116 $10,621 Sr. Civil Engineer $7,614 $7,995 $8,395 $8,815 $9,255 $9,718 $10,204 Water Operations Manager $8,507 $8,933 $9,379 $9,848 $10,341 $10,858 $11,400 Special Arrangement additional Hours - Fire Division Chief $58.63 $61.56 $64.64 $67.87 $71.27 $74.83 $78.57 Special Arrangement additional Hours - Police Lieutenant $53.66 $56.34 $59.16 $62.12 $65.22 $68.48 $71.91 22 - 99
23 - 1
23 2022-23 Budget Adoption
June 15, 2022

A budget study session was held with the City Council and community on May 25, 2022, where staff solicited input and received direction on the proposed budget, one-time federal grant monies and City fund classifications. The City Council also heard from the City’s auditor on a positive draft report, and the forthcoming finalization of the 2021- 2022 audit. The City Council then held a public hearing on June 1, 2022 to formally review the 2022-2023 proposed Annual Budget and to approve of the five-year Capital Improvement Program (CIP). The CIP was approved, and the only material change to the budget that resulted from their discussion and direction was a retitling of a Reserve Fund from “Slater Reimbursement” to “Caltrans Housing/626 Prospect Ave Litigation Fund”. The City Council had no numeric changes to the proposed budget as presented, though Staff gave mention that on Page 32 there were a couple of cleanup items:
- Fund 213 – SB2 Planning Grant was inadvertently listed twice appearing as Fund 216 as well but this has been removed for the final adoption. - Fund 237 – Road Maintenance and Rehab will only need $585,093 (instead of $592,093) for Street Repairs. We have removed and zeroed the line-item “CIP Expenses”. Total for this fund is $585,093.

Analysis
The Proposed Budget features Total Budget Revenues of $77,593,486 and Total Budgeted Expenditures of $78,102,983 for a net organizational change of negative $509,498. The General Fund is budgeting revenues/inflows of $44,013,237 and Expenditures/outflows of $43,510,679 for a projected net positive change of $502,558.

This budget also includes the consideration and allocation of the Coronavirus State and Local Recovery Funds (SLFRF) as noted.

Major Revenues/Inflows
Property Tax $18,140,368
Sales Tax $ 5,806,000
Utility Users’ Tax $4,299,703
Planning/Bldg. Fees $1,636,200
SLFRF $6,059,235
All Others $8,071,731
Total $44,013,237
Major Expenditures/Outflows
Labor costs $24,870,216
Operations & Maintenance $10,498,90
CIP Contribution $1,133,483
Transfers Out $383,079
SLFRF $5,830,000
Capital Outlay – Equip. $795,000
Total $43,510,679
Net Proposed Change $502,558
23 - 2
2022-23 Budget Adoption
June 15, 2022

Department Specific Proposed Budget Highlights
Below are some highlights in the proposed budget, reflecting the big takeaways from each respective department:

Library
• New full-time Librarian
• New workstations for Support Services Division
• Budgeted $20,000 for books/DVD’s/CD/e-books
• Requesting Coronavirus State and Local Fiscal Recovery Funds (SLFRF) consideration for RFID Automated System ($160,000)
Community Services
• Return of all Senior, Recreation events, classes, programs • Funding for Festival of Balloons/Fourth of July Fireworks Show and Event • Construction of Berkshire and Grevelia Pocket Parks- Funding via impact fees and grants
• Requesting Coronavirus State and Local Fiscal Recovery Funds (SLFRF) consideration for Registration System Software ($50,000) Fire
• Requesting Coronavirus State and Local Fiscal Recovery Funds (SLFRF) consideration for three (3) critical apparatus replacement:
o Air Utility Apparatus ($600,000)
o Rescue Ambulance ($250,000)
o Breathing Apparatus ($150,000)
Management Services
• Phase II of Class and Comp Study
• City General Election (November)
• Recruitment and employee engagement efforts
• Return of Commissioner Congress program
• Requesting Coronavirus State and Local Fiscal Recovery Funds (SLFRF) consideration for IT Master Plan Implementation ($100,000) / Employee Engagement/Retention ($150,000)
Community Development
• New Senior Management Analyst focused on housing programs • New Part-Time Code Enforcement Officer for weekends/evenings • Convert 3 part-time positions into 1 full-time Permit Counter Technician • Historical Residential Property Survey
Public Works
• New Transportation Engineer
• Increase in tree planting budget to accelerate planting 23 - 3
2022-23 Budget Adoption
June 15, 2022

• Requesting Coronavirus State and Local Fiscal Recovery Funds (SLFRF) consideration for Asphalt truck replacement ($300,000)
Police
• Unfreezing of Deputy Chief position
• Unfreezing of Officer position
• Continued exploration of fleet replacements and carryover of Mental Health programming funding
• Implementation of city-wide license plate reader
• Requesting Coronavirus State and Local Fiscal Recovery Funds (SLFRF) consideration for Electronic Control Device (ECD) replacement ($70,000) Staffing Changes from FY 21/22 Budget to Proposed FY 22/23 Budget In the FY 21/22 Budget Mid-Year, City Council approved five (5) positions: Deputy City Manager, Management Services Director, two Management Analysts in Public Works and an Accountant in Finance. Positions were added in a reorganization of the City Manager’s Office and in development of the Management Services Department, as well as a reorganization of the Public Works Department. In the proposed FY 22/23 budget, three (3) new positions are being proposed: Transportation Engineer (Public Works), Permit Counter Technician and Senior Management Analyst for Housing (Community Development). We are also requesting the unfreezing of three (3) positions: Deputy Police Chief, Police Officer and Librarian. These positions reflect a change of 11 new or unfrozen positions across the organization between the two fiscal year budgets, and provide for further capacity for priority areas. All other modifications are reclassifications of existing positions.

Comprehensive Audit Update
The City uses Rogers, Anderson, Malody and Scott, LLP (RAMS) to conduct its annual audits. The audit for fy 2020-2021 has now been completed with no material misstatements or inconsistencies. RAMS Audit Manager, Brianna Shultz had previously testified to the City Council at a special meeting held on May 25, 2022 that there were no material items of concern. Staff is seeking a receive and file action on this item to begin to focus on the fy 2021-2022 audit.

State and Local Fiscal Recovery Funds (SLFRF)
The City has received $6,059,235 in unrestricted one-time federal grant monies for COVID-19 response and recovery. These funds were intended to assist local entities in offsetting the costs and circumstances encountered due to the COVID-19 pandemic.

However, in January 2022 the “Final Rule” with regards to these funds was issued and does not place any restrictions on the use of these funds for entities receiving less than $10 million. At the regular meeting of June 1, 2022, the City Council approved the use of $5,830,000 of this relief funding as listed below. The adoption of these projects leaves $229,235 available for future appropriation:
• $1,000,000 COVID-19 Emergency Response (expended and anticipating partial recovery of funds via FEMA)
23 - 4
2022-23 Budget Adoption
June 15, 2022

• $3,000,000 Labor/ Capital Improvement Program (CIP) Injection Fund • $1,000,000 Fire Apparatus/Ambulance
• $300,000 Public Works Asphalt Utility Truck
• $530,000 Citywide Technology Enhancements
o $160,000 Library RFID Automated System
o $150,000 Employee Engagement and Retention
o $100,000 IT Master Plan Implementation
o $70,000 Police Electronic Control Device (ECD) Replacement o $50,000 Community Services Registration Software
Designated Fund Balances Adjustments
The City Council approved the following changes to Designated/Committed fund balances at the regular City Council meeting held on June 1, 2022:

Removal of designations ($1,789,067) and their return to Undesignated Fund Balance:
• $900,000 Fiscal Sustainability Reserve
• $500,000 Legal Services Reserve
• $267,067 Maintenance Yard Community Center
• $100,000 Vehicle Replacement Reserve
• $22,000 Library Park Drainage Reserve
The following designated fund balances will now be renamed:
• “SR-110 Interchange Rogan Match” becomes “Transportation Projects- Rogan Fund Match”
• “Slater Reimbursement” becomes “Caltrans Housing/626 Prospect Ave Litigation Fund”
Capital Improvement Program (CIP)
In accordance with section 65401 of the California Government Code, a City that has adopted a General Plan and recommends, prepares plans for, or constructs major public works, shall also prepare a coordinated program of proposed public works for the ensuing fiscal year. The CIP for fiscal year (FY) 2022-2023 is included in the City’s Preliminary FY 2022-2023 Budget and was approved at the regular City Council meeting held on June 1, 2022.

In addition, a Five-Year CIP is included as an attachment to the Budget, which outlays planned physical improvements, such as buildings, transportation and street projects, parks, water & sewer facilities, etc. These projects are to be recommended for adoption in future proposed budgets for fiscal years 2023-2024 through 2026-2027. This CIP does not include costs for operational functions, programs, and routine maintenance activities, as is typical of CIPs. Furthermore, the attached five-year CIP includes references to the City’s current General Plan to demonstrate that the proposed projects support, promote, or implement the statements, goals, policies and programs in the General Plan.
23 - 5
2022-23 Budget Adoption
June 15, 2022

Fiscal Impact
The net General Fund fiscal impact of the Proposed Budget is a positive increase to fund balance of $502,558.

Community Outreach
The proposed budget document has been made available for public review through the posting of the document for the Finance Commission meetings, on the City’s website, through the City’s social media and e-newsletter communications tools. The City held a Special City Council Meeting on May 25, 2022 were the public had the ability to comment and provide feedback on this item.

Commission Review
The Finance Commission met on May 16, 2022 to receive a presentation on the FY 22/23 Proposed Budget, and provided good feedback to staff deliberate on the Proposed Budget. The Commission met a second time on May 23, 2022 for further discussion, and unanimously approved their recommendation for the City Council to consider adoption.

Public Notification of Agenda Item
The public was made aware that this item was to be considered this evening by a Notice of Public Hearing posted in the Pasadena Star News.

Attachments:

1. 2022-23 Annual Budget Resolution

2. Proposed Changes Made During June 1, 2022 Budget Hearing

3. City Manager’s Budget Message

4. Full Draft Fiscal Year 2022-23 Budget (link)

5. Final ACFR Draft (link)
23 - 6
ATTACHMENT 1
2022-23 Annual Budget Resolution
23 - 7

CITY OF SOUTH PASADENA
RESOLUTION NO. _____

A RESOLUTION OF THE CITY COUNCIL

OF THE CITY OF SOUTH PASADENA, CALIFORNIA,
ADOPTING THE FISCAL YEAR 2022-23 BUDGET
WHEREAS, the City Manager has submitted to the City Council a proposed Budget for the Fiscal Year 2022-23 and said Budget has been considered at a noticed public hearing on June 1, 2022 and July 15, 2022.

NOW, THEREFORE, THE CITY COUNCIL OF THE CITY OF SOUTH

PASADENA, CALIFORNIA, DOES RESOLVE, DECLARE, DETERMINE AND ORDER AS FOLLOWS:

SECTION 1. That the Budget proposed by the City Manager, by reference, for the Fiscal Year commencing on July 1, 2022, with proposed revenues and transfers in from other funds totaling $77,593,486 and expenditures and transfers out to other funds totaling $78,102,983, is hereby approved, adopted, and appropriated.

SECTION 2. The fund appropriations set forth shall be the maximum expenditures authorized for those funds.

SECTION 3. The City Council does hereby authorize and approve the commitment of General Fund Balance for the specific purposes designated by the Fiscal Year 2022-23 Budget, and that committed amounts cannot be used for any other purpose unless the City Council removes or changes the specific use through the same formal action to establish the commitment.

SECTION 4. The City Council does hereby authorize and approve the number and classification of employees in the respective functions, departments and/or activities as set forth in the Fiscal Year 2022-23 Budget.

SECTION 5. The City Council does hereby adopt the 5-Year Capital Improvement Plan (CIP) for fiscal years 2022-23 to 2026-27 which is in compliance with the City’s General Plan.

SECTION 6. The City Clerk of the City of South Pasadena shall certify to the passage and adoption of this resolution and its approval by the City Council and shall cause the same to be listed in the records of the City.

SECTION 7. Pursuant to Government Code section 53901, the City Clerk of the City of South Pasadena shall file a copy of the adopted budget with the Los Angeles 23 - 8
County Auditor-Controller within 60 days after the beginning of the 2022-2023 fiscal year.

PASSED, APPROVED AND ADOPTED ON this 15th day of June, 2022.

Michael A, Cacciotti, Mayor
ATTEST: APPROVED AS TO FORM:

Christina Munoz, Deputy City Clerk Andrew Jared, City Attorney I HEREBY CERTIFY the foregoing Resolution No. XXXX was duly adopted by the City Council of the City of South Pasadena, California, at a regular meeting held on the 15th day of June, 2022, by the following vote:

AYES:

NOES:

ABSENT:

ABSTAINED:
____
Christina A. Muñoz, Deputy City Clerk
23 - 9
ATTACHMENT 2
Proposed Changes Made During June 1, 2022
Budget Hearing
23 - 10
At the Budget Hearing of June 1, 2022 there were no numeric changes requested by the City Council. There was, however, a title change requested for one of the fund balance designations, as well as some cleanup items presented by staff at the meeting.

There was also verbiage added to the Department of Public Works’ “Key Performance Indicators” (KPI’s). Below are the specific changes.

Ave Litigation

$585,093

Pages 139-40 New performance indicators included:

1. Explore hosting quarterly eco-events focused on water conservation and landscaping.

2. Provide annual Climate Action Plan update to Council 23 - 11
CITY OF SOUTH PASADENA FY22/23 FUND BALANCE
PROPOSED BUDGET | FISCAL YEAR 2022-23 12
FY22/23 Fund Balance
Fund Description
06/30/22
Fund
Balance
Year-End
Revenues
Year-End
Expenditures
Revenues
Minus
Expenses
06/30/23
Year-End
Fund
Balance
101 General Fund
Revenues & Expenditures
Operating 42,224,170 40,205,050 2,019,120
Capital 795,000 (795,000)
Transfers/Interfund Loans - 383,079 (383,079)
Reserves
Undesignated 14,424,966 1,789,067 1,789,067 17,055,074
Arroyo Golf Course / Bike Trail 600,000 - 600,000
CalTrans Vacant Lot Purchases 392,000 - 392,000
Legal Reserve 500,000 500,000 (500,000) -
Library Expansion 200,000 - 200,000
Maint. Yard / Comm. Ctr 267,067 267,067 (267,067) -
Renewable Energy Sources
Reserve 700,000 - 700,000
Retiree Pension Reserve - - -
Retiree Medical Reserve - - -
Tree Replacement - - -
Storm Water Reserve 600,000 - 600,000
Library Park Drainage Reserve 22,000 22,000 (22,000) -
Financial Sustainability Reserve 900,000 900,000 (900,000) - CalTrans Housing/626 Prospect
Ave Litig. Reserve 345,876 - 345,876
Vehicle Replacement Reserve 100,000 100,000 (100,000) - Transportation Projects - Rogan
Fund Match 1,410,000 - 338,483 (338,483) 1,071,517
Assigned Reserves
Stables CIP Reserve 20,739 - 20,739
Mental Health Reserve 200,000 - 200,000
Nonspendable
Advances to other funds 100,000 100,000
Inventory 5,083 - - - 5,083
101 General Fund Total $ 20,787,731 $ 44,013,237 $ 43,510,679 $ 502,558 $ 21,290,289 103 Insurance Fund (170,187) 2,940,000 2,364,071 575,929 405,742 104 Street Improvements Program 2,504,708 - - - 2,504,708 105 Facilities & Equip. Replacement 1,917,219 1,000 1,014,000 (1,013,000) 904,219 106 Technology Surcharge 7,126 15,000 - 15,000 22,126
108 SR110 General Fund Reserve - 338,483 338,483 - -
201 MTA Pedestrian Improvement (29,951) - - - (29,951)
205 Prop "A" 1,676,733 656,217 786,453 (130,236) 1,546,497 207 Prop "C" 1,200,047 568,430 607,785 (39,355) 1,160,692 208 TEA/Metro 150,994 - - - 150,994
210 Sewer 5,553,148 2,165,551 2,036,174 129,377 5,682,525 211 CTC Traffic Improvement 0 - - - 0
213 SB2 Planning Grant - 160,000 160,000 - -
215 Street Light & Landscape 274,759 1,292,079 1,603,282 (311,203) (36,444) 217 Public, Educ. & Gov't. Fund 200,680 11,000 - 11,000 211,680 218 Clean Air Act 149,948 34,700 - 34,700 184,648
219 CalRecycle Local Asst. Grant 35,000 - - - 35,000
23 - 12
CITY OF SOUTH PASADENA FY22/23 FUND BALANCE
PROPOSED BUDGET | FISCAL YEAR 2022-23 13
Fund Description
06/30/22
Fund
Balance
Year-End
Revenues
Year-End
Expenditures
Revenues
Minus
Expenses
06/30/23
Year-End
Fund
Balance
220 Business Improvement Tax (27,459) 86,500 110,500 (24,000) (51,459) 223 Gold Line Mitigation Fund 63,213 - - - 63,213
226 Mission Meridian Public Garage (363,004) - 15,000 (15,000) (378,004) 228 Housing Authority 100,591 45,528 11,700 33,828 134,419 230 State Gas Tax 893,621 757,620 1,291,418 (533,798) 359,823 232 County Park Bond 121,146 470,000 97,500 372,500 493,646 233 Measure R 1,369,203 399,573 367,415 32,158 1,401,361 234 LACMTA Measure M MAT - 475,000 475,000 - -
236 Measure M 1,694,755 448,516 417,415 31,101 1,725,855 237 Road Maint. & Rehab. Acct. 1,214,799 592,093 1,177,186 (585,093) 629,706 238 MSRC Grant (120,000) - - - (120,000)
239 Measure W 123,877 251,179 295,270 (44,091) 79,786
240 Measure M MSP - 250,000 250,000 - -
241 Measure H (74,454) - 57,083 (57,083) (131,538)
242 Prop C Exchange 48,096 - - - 48,096
245 Bike & Pedestrian Paths 4,829 24,172 25,000 (828) 4,001 247 SGVCOG Grants - 50,000 50,000 - -
248 BTA Grants (416,948) - - - (416,948)
249 Open Streets Grant 223,426 - - - 223,426
255 Capital Growth 589,174 40,000 450,000 (410,000) 179,174 260 CDBG 77,514 264,533 131,407 133,126 210,640
270 Asset Forfeiture 201,095 - 60,000 (60,000) 141,095
272 Police Grants - State (COPS) 487,923 102,500 130,000 (27,500) 460,423 274 Homeland Security Grant (21,011) 44,369 1,240 43,129 22,118 275 Park Impact Fees 1,019,882 166,000 825,000 (659,000) 360,882 276 Historic Preservation Grant 45,102 - - - 45,102
277 HSIP Grant (44,701) 554,365 554,365 - (44,701)
278 Housing Element Grant 150,000 - - - 150,000
295 Arroyo Seco Golf Course 2,046,208 1,634,600 2,048,815 (414,215) 1,631,993 310 Sewer Capital Projects (392,622) 425,808 425,808 - (392,622) 327 2000 Tax Allocation Bonds 924,867 - - - 924,867
500 Water 84,131,480 15,008,595 12,513,845 2,494,750 86,626,230 503 Water Efficiency Fund 985,737 265,000 210,395 54,605 1,040,342 505 2016 Water Revenue Bonds (33,720,406) 2,448,838 2,501,050 (52,212) (33,772,618) 506 SRF Loan - Water (9,359) - 264,966 (264,966) (274,325) 510 Water & Sewer Impact Fees 1,181,112 200,000 - 200,000 1,381,112 550 Public Financing Authority (4,138,850) - 531,676 (531,676) (4,670,525) 927 Redev. Obligations Trust Fund 155,695 196,500 196,500 - 155,695 71,994,753 33,383,749 34,395,804 (1,012,055) 70,982,697 227 Successor Agency to CRA (480,170) 196,500 196,500 - (480,170) Successor Agency Total (480,170) 196,500 196,500 - (480,170) TOTAL CITY & CRA 92,302,314 77,593,486 78,102,983 (509,498) 91,792,816 23 - 13

CITY OF SOUTH PASADENA REVENUE DETAIL
PROPOSED BUDGET | FISCAL YEAR 2022-23 18
Actual Actual Unaudited
Actual Budgeted Estimated Proposed
Acct Account Title 2018/19 2019/20 2020/21 2021/22 2021/22 2022/23 5310-000 Sewer Service Charges 1,627,051 1,959,372 2,108,764 2,100,551 2,100,551 2,100,551 5315-000 Penalty - Sewer 5,978 3,071 - 5,000 5,000 5,000 5335-000 Water Impact Fees (160,907) - - - - -
Charges for Current Services 1,472,121 1,962,443 2,108,764 2,105,551 2,105,551 2,105,551 5505-000 Miscellaneous - - - - - -
5550-000 Prior Year Adjustment - - - - - -
Other Revenue - - - - - -
210 - SEWER TOTAL 1,625,491 2,148,137 2,133,163 2,165,551 2,165,551 2,165,551 5071-006 Federal Grant - Rogan HR 5394 108 - - - - -
Revenue From Other Agencies 108 - - - - -
9911-000 Transfers from Other Fund - - - 23 23 -
Transfers In - - - 23 23 -
108 - - 23 23 -
XXXX-000SB2 Planning Grant - - - - - 160,000
Revenue From Other Agencies - - - - - 160,000
213 - SB2 PLANNING GRANT TOTAL - - - - - 160,000
4100-000 Street Light Assessments 893,205 890,461 892,903 900,000 900,000 900,000 Assessments & Special Taxes 893,205 890,461 892,903 900,000 900,000 900,000 4800-000 Interest Income 5,018 3,834 1,862 4,000 4,000 4,000 Use of Money & Property 5,018 3,834 1,862 4,000 4,000 4,000 5430-000 Damage to City Property - - - - - -
5501-012 Donations - Tree Dedications 4,476 11,727 13,536 10,000 5,000 5,000 Other Revenue 4,476 11,727 13,536 10,000 5,000 5,000
9911-000 Transfers from Other Fund 25,000 200,597 - 68,953 68,953 383,079 Transfers In 25,000 200,597 - 68,953 68,953 383,079
927,698 1,106,620 908,301 982,953 977,953 1,292,079
4800-000 Interest Income 2,811 2,398 822 1,000 1,000 1,000 Use of Money & Property 2,811 2,398 822 1,000 1,000 1,000 5250-000 PEG Fees 7,104 23,744 9,074 18,000 18,000 10,000 Revenue From Other Agencies 7,104 23,744 9,074 18,000 18,000 10,000 217 - PUBLIC, EDUC., & GOV'T. TOTAL 9,915 26,142 9,896 19,000 19,000 11,000 4800-000 Interest Income 3,621 3,285 1,697 1,500 1,500 1,500 4802-000 Gain / Loss on Investments 58 36 121 - - -
4805-000 Unrealized Gain / Loss 1,097 1,326 (1,224) - - - Use of Money & Property 4,776 4,646 594 1,500 1,500 1,500 5082-000 AB 2766 (SCAQMD) Fees 33,784 33,136 33,243 33,200 33,200 33,200 Revenue From Other Agencies 33,784 33,136 33,243 33,200 33,200 33,200 218 - CLEAN AIR ACT TOTAL 38,561 37,782 33,836 34,700 34,700 34,700 XXXX-000CalRecycle SB1383 Local Asst. Gr - - - - 35,000 - Revenue From Other Agencies - - - - 35,000 -
219 - CALRECYCLE GRANT TOTAL - - - - 35,000 -
4800-000 Interest Income 1,380 85 20 500 500 500
Use of Money & Property 1,380 85 20 500 500 500
5412-000 Business Improvement Tax 61,654 53,771 67,454 55,790 55,790 60,000 5412-001 BIT - Filming Permits 29,747 26,615 30,086 22,240 22,240 26,000 Other Revenue 91,401 80,386 97,540 78,030 78,030 86,000 92,781 80,471 97,560 78,530 78,530 86,500
4800-000 Interest Income 1,239 966 299 - - -
Use of Money & Property 1,239 966 299 - - -
1,239 966 299 - - -
211 - CTC TRAFFIC IMPROVEMENT
TOTAL
215 - STREET LIGHT & LANDSCAPE
TOTAL
220 - BUSINESS IMPROVEMENT TAX
TOTAL
223 - GOLD LINE MITIGATION FUND
TOTAL
23 - 14

CITY OF SOUTH PASADENA CIP
PROPOSED BUDGET | FISCAL YEAR 2022-23 32
Actual Actual
Unaudited
Actual Budgeted Estimated Proposed
Acct Tsk Account Title 2018/19 2019/20 2020/21 2021/22 2021/22 2022/23 9160 000 Arroyo Seco Bike & Pedestrian Trail 2,122 5,000 - - - - 9191 000 Orange Grove Signal 6,553 218,956 125,801 22,767 18,100 - 208 - TEA/METRO TOTAL 8,675 223,956 125,801 22,767 18,100 - 9999 000 Depreciation 173,544 268,800 - - - -
9010 000 CIP Expense - 17,370 498,605 - - -
9403 000 Integrated Water & Wastewater - - - 272,985 64,394 - 9407 000 CMMS/Work Order System/GIS - - - 70,000 - -
9400 000 Sewer System Repair, Rehab &
Replcmnt - - - - - 500,000
210 - SEWER TOTAL 173,544 286,170 498,605 342,985 64,394 500,000 9186 000 CD Permit Management Software - - - - - 160,000 213 - SB2 PLANNING GRANT TOTAL - - - - - 160,000
9311 000 SR 110 Hook Ramp Proj. - City 2,497 - 3,211 - - - 214 - ROGAN HR5394 GRANT TOTAL 2,497 - 3,211 - - -
9203 001 Street Repairs - 2023 - - - - - 200,000
230 - STATE GAS TAX TOTAL - - - - - 200,000
9354 000 Monterey Road Improvements 50,856 270,116 343,453 79,431 31,773 - 9210 000 Fair Oaks Corridor Improvement - - - 600,000 - - 9203 000 Street Repairs - 2023 - - - - - 300,000
233 - MEASURE R TOTAL 50,856 270,116 343,453 679,431 31,773 300,000 9102 003 Fremont/Huntington Mobility Active
Transportation Project - - - - - 475,000
234 - LACMTA MEASURE M MAT TOTAL - - - - - 475,000
9000 000 CIP for Budgeting - 86,000 - - - -
9203 003 Street Repairs - 2023 - - - - - 250,000
236 - MEASURE M TOTAL - 86,000 - - - 250,000
9010 000 CIP Expenses - 462,291 451,157 - - -
9203 000 Street Repairs - 2023 - - - - - 585,093
237 - ROAD MAINT. & REHAB. ACCT. TOTAL - 462,291 451,157 - - 585,093 9307 000 CNG Fueling Station (MSRC) 7,281 121,567 1,151 - - - 238 - MSRC GRANT TOTAL 7,281 121,567 1,151 - - -
9000 000 CIP Expenses - 21,335 - - - -
9364 000 Rio Hondo LRS - Alhambra Wash
Treatment System - - - - - 5,000
239 - MEASURE W TOTAL - 21,335 - - - 5,000
9290 000 Grevalia & Fair Oaks Intersection
Improvements - - - - - 50,000
#### 000 Pedestrian Crossing Devices - - - - - 200,000
240 - MEASURE M MSP TOTAL - - - - - 250,000
9354 000 Monterey Road Improvements - 148,350 (2,182) 47,890 10,000 - 242 - PROP C EXCHANGE FUNDS - 148,350 (2,182) 47,890 10,000 - 23 - 15

CITY OF SOUTH PASADENA CIP
PROPOSED BUDGET | FISCAL YEAR 2022-23 33

Actual Actual
Unaudited
Actual Budgeted Estimated Proposed
Acct Tsk Account Title 2018/19 2019/20 2020/21 2021/22 2021/22 2022/23 9190 000 Bicycle Parking - 38,041 - - - -
9287 000 Sidewalk, Curb & Gutter Imprvm 22,735 - - - - - 9203 000 Street Repairs - 2023 - - - - - 25,000
245 - BIKE & PEDESTRIAN PATHS TOTAL 22,735 38,041 - - - 25,000 9190 000 Bicycle Parking - 163,178 7,830 - - -
9387 000 Bikeway Improvement 101,377 - - - - -
9388 000 Bicycle Parking 10,289 - - - - -
248 - BTA GRANTS TOTAL 111,666 163,178 7,830 - - -
9161 000 North-South Corridor ITS
Deployment Design - - - - - 450,000
255 - CAPITAL GROWTH TOTAL - - - - - 450,000
9264 000 Sidewalk Repairs 115,076 - - 216,567 - 105,126 260 - CDBG TOTAL 115,076 - - 216,567 - 105,126
9160 000 Arroyo Seco Bike & Pedestrian Trail 70,500 - - - - - 9190 000 Dog Park 12,874 - - - - -
9033 000 Grevalia & Berkshire Pocket Parks - - - - - 825,000 275 - PARK IMPACT FEES TOTAL 83,374 - - - - 825,000
9192 000 Signal Software Improvements 2,720 - - - - 315,900 9351 000 Rectangular Rapid Flashing Beacons - - - - - 238,465 277 - HSIP GRANT TOTAL 2,720 - - - - 554,365
9999 000 Depreciation 53,366 54,372 - - - -
9157 000 Golf Course/Driving Range Netting
Replacement - - - 100,000 - 750,000
295 - ARROYO SECO GOLF COURSE TOTAL 53,366 54,372 - 100,000 - 750,000 9999 000 Depreciation 1,219,634 1,220,757 - - - -
9010 000 CIP Expenses - 121,975 169,312 - - -
9289 000 Graves Reservoir - - 1,560,961 116,557 165 -
9300 000 Annual Water Main Repairs 0 66,188 293,178 1,134,628 15,881 1,000,000 9407 000 CMMS/Work Order System/GIS - - - 50,000 - -
9408 000 Elevated Tanks - Raymond & Bilikie - - - 80,000 - 40,000 9409 000 Westside Reservoir - - - 550,000 - -
9348 000 Water Facility Site Improvements - - - - - 88,000 9349 000 Advanced Metering Infrastructure
(AMI) - - - - - 150,000
500 - WATER TOTAL 1,219,634 1,408,920 2,023,450 1,931,185 16,046 1,278,000 9010 000 CIP Expenses - 31,453 89,039 - - -
9410 000 Climate Action Plan - - - 120,000 - -
503 - WATER EFFICIENCY FUND TOTAL - 31,453 89,039 120,000 - - GRAND TOTAL 2,861,331 4,314,420 4,097,886 6,421,971 756,313 8,897,067 23 - 16

CITY OF SOUTH PASADENA FINANCE
PROPOSED BUDGET | FISCAL YEAR 2022-23 66
Non-Departmental Overhead / 101-3041
Budget Detail

PERSONNEL SERVICES
7131 Retirees Health Insurance
Funds retiree health benefits, as called for in each of the respective employee memorandums of understanding ($600,000).

OPERATIONS & MAINTENANCE
8020 Special Department Expense
Funds from the State and Local Fiscal (SLF) Recovery Funds for Council-approved usages ($5,830,000).
8060 Dues, Memberships, Subscriptions, and Books
Funds City memberships in LAFCO ($1,400).
8140 Utilities
Funds Citywide water utility usage ($495,000).
8170 Professional Services
Funds general fund portion of independent accounting services, including interim audits and preparation of FY 21-22 Financial Report Audit ($23,400), FY 21-22 ACFR (13,600), retiree health actuarial ($23,000), and a share of Morgan Stanley/Western Asset investment management services ($28,000). (Total $137,640)
8180 Contract Services
Funds share of bank armored courier services ($16,000). 8191 Liability & Surety Bonds
Funds general fund share of commercial liability insurance, automobile liability insurance for City vehicles, environmental liability insurance, and property insurance on City-owned facilities and buildings/contents, and surety and commercial crime bonds provide for City insurance protection for employees and officials ($300,000).
8335 Property Tax Admin Fee
Funds LA County Fee for property tax calculation and administration ($176,300).

Actual Actual
Unaudited
Actual Budgeted Estimated Proposed
Acct Tsk Account Title 2018/19 2019/20 2020/21 2021/22 2021/22 2022/23 7131 000 Retiree Health Insurance 575,274 561,272 558,561 600,000 200,000 600,000 <WAGES & BENEFITS> 575,274 561,272 558,561 600,000 200,000 600,000 8020 000 Special Department Expense 37 - - - - 5,830,000 8060 000 Dues & Memberships 41,683 32,969 29,330 36,000 36,000 1,400 8140 000 Utilities - - 400,366 491,682 200,000 495,000
8170 000 Professional Services 73,362 43,643 134,326 130,000 90,000 137,640 8180 000 Contract Services 15,496 10,166 2,262 16,000 5,000 16,000 8191 000 Liability & Surety Bonds 179,308 251,782 346,580 1,080,000 1,080,000 1,190,000 8335 000 Property Tax Admin. Fee 159,390 160,681 171,522 161,000 175,000 176,300 <OPERATIONS & MAINTENANCE> 469,276 499,240 1,084,385 1,914,682 1,586,000 7,846,340 [101-3041] Non-Dept/Overhead Total 1,044,550 1,060,512 1,642,946 2,514,682 1,786,000 8,446,340 23 - 17

CITY OF SOUTH PASADENA PUBLIC WORKS
PROPOSED BUDGET | FISCAL YEAR 2022-23 139
Key Performance Indicators
The Public Works Department is committed to improving public engagement and community access to project and program information in Fiscal Year 2022-2023. In addition to completing a department reorganization and recruitment of critical positions, Public Works will implement quarterly newsletters and website project updates to communicate its many endeavors to City stakeholders.

Public Works Administration & Engineering
 Fulfillment of up to 2,000 service requests annually.  Process 500 permits for encroachment, excavation, tree replacement, etc.

Water & Sewer Infrastructure
 Produce sufficient water for South Pasadena, approximately 4,000 acre-feet annually.
 Replace 50-100 meters, 10-12 fire hydrants, and 5-8 water service lines annually.  Remove and replace up to 1,000 linear feet (LF) of water main pipelines.  Collect 6,200 meter readings monthly.
 Perform at least 10 area leak detection inspections to identify and repair leaks  Monthly sewer inspection and maintenance program.

Street & Sidewalk Maintenance
 Track repair and replacement of City sidewalks, curbs, and gutters.  Track repair of street potholes.
 Track replacement of damaged asphalt.

Street/Median Trees & Parks Maintenance
 Plant 80-100 trees annually.
 Increase outreach and education programs regarding landscape & trees maintenance to quarterly.

Facilities & Street Lights
 LED light conversion for up to 50 street, park, and field lights annually.

Environmental Programs & Sustainability
 Increase water conservation rebate programs utilization by 25%.  Provide 3 demonstrations and 2 citywide utility bill inserts/mailings promoting electric leaf blowers.
 Explore hosting quarterly eco-events focused on water conservation and landscaping.
23 - 18

CITY OF SOUTH PASADENA PUBLIC WORKS
PROPOSED BUDGET | FISCAL YEAR 2022-23 140
 Provide annual Climate Action Plan update to Council.

Customer Service and Response
 Provide responses to customers within 1 business days, and status updates on service requests with 10 business days.
 Respond to emergencies, including water service/main break leaks within 1 hour.  Quarterly Updates on programs and projects.
23 - 19
ATTACHMENT 3
City Manager’s Budget Message
23 - 20
City Manager’s Budget Message Fiscal Year 2022/2023
June 15, 2022
Honorable Mayor and City Councilmembers and South Pasadena Community Members:

It is my pleasure to present to you the FY 2022/23 Annual Budget for your review. As we bring down the curtain on a successful 2021-22 year in which we embarked on right-sizing the organization, re-organized departments for maximum functionality, re-established our Capital Improvement Program (CIP), and drafted the first citywide Financial Policies and Procedures, to name a few accomplishments. Our theme of “Going Back to the Basics of Good Governance” was consistent and included in all our efforts. Additionally, we continue to navigate the organization through the ripple effects of the ongoing pandemic.

This guiding document communicates the priorities of the community, and as we continue to align the City’s services, programming and focus to the adopted Strategic Plan, we look to you to fund the priorities that you have set. This is the first budget process under our new leadership and administration, and we are committed in bringing better and best practices to the annual budget process, and one that is a comprehensive and collaborative effort. We have held numerous meetings with staff and department directors, review sessions with the Mayor and City Council, and hosted presentations at Finance Commission and a Special Study Session to invite your review, input and guidance on the budget. We have worked hard to align our annual audit and final findings, to ensure the City Council has all pertinent information in their consideration, and moving forward, we will continue to make improvements. You will notice that all departments have identified Key Performance Indicators (KPI’s) and a commitment to quantify our accomplishments and efforts, and this information will help to inform and guide future efforts. As we look to see which programs and services are doing well, we take the opportunity to revamp and reimagine other efforts.

This is a status-quo budget, with some adjustments as we bring back our levels of service and programming. Citywide operations are back in full force, and we continue to work on our staffing recruitment and retention and provide all of the services that our community has come to love and expect from the City of South Pasadena. Our staff has served this community through the pandemic, and together we have weathered the impacts of COVID-19 and the ebbs of flows of surge periods together, including impacts to our own health and staffing levels at certain times.

While you learn some new names and faces at City Hall and across our organization, we are thrilled to attract professional team members as we define new standards and professionalize the agency while implementing better practices. We look to the future with cautious optimism as we work toward our new theme of ‘Recovery, Resilience, and Rebuilding’.

I wish to thank the City Council for their leadership as we continue to work through the restoration of services impacted by the pandemic and continue working for an improved tomorrow. I am also appreciative of South Pasadena residents for their continued support of the City. We look forward to a phenomenal 2022-2023 fiscal year.

Respectfully submitted,
Arminé Chaparyan
City Manager
23 - 21
FY 2022/23 Annual Budget- Highlights
Revenue
Economists consider today’s economy to be shaky as inflation has severely escalated in 2022, fuel costs have more than doubled in recent months as the tensions overseas continue to build.

Nationally, the Country is experiencing supply chain issues as products/deliveries attempt to recover from international issues and the pandemic. Fortunately, however, based on the makeup of South Pasadena, the current climate has not been as damaging as it has been to other cities that have a different revenue base such as tourism-based (transient occupancy tax) or big-box stores-reliant (sales tax). Our city is blessed to be a beautiful bedroom community with a growing business hub, at a time where property values continue to rise and median county property values reach all-time highs. Furthermore, as the overall property tax rate in the City may be in line with other cities, the percentage of what is returned to the city is a very palatable 24 cents on the dollar.

The total Property Tax to the General Fund will be an estimated $18.1 million which represents more than half of total revenues ($36.1m).

One other interesting revenue note is the stellar performance of the City’s new Measure A – “.75 cents” Sales Transaction Tax as it is now outperforming its traditional counterpart the BradleyBurns 1% Sales Tax ($3m to $2.9m). This of course is due to the fact that the Measure A Transaction Tax is transaction-based and any activity traced to South Pasadena will generate the tax. In the new era of online purchases and direct deliveries, this has been a significant revenue stream. Now having been acclimated to this new convenience in life (expedited due the pandemic), we do not anticipate consumers ever reversing this trend.

The American Rescue Plan Act of 2021 created the State and Local Fiscal Recovery Fund (SLFRF) which is a one-time federal grant for pandemic response and recovery, a total of $6,059,235 in unrestricted funds to the City. These now-unrestricted funds provide an opportunity for the City Council and community to provide input on priority and opportunity uses of the funds to alleviate and shift some otherwise reliance on the General Fund. City Council has taken the time to have fruitful discussion and provided direction to staff on the allocation and prioritization of the funds, as follows:
• $1 million for COVID-19 Emergency Response (expended and seeking reimbursement via SLFRF and FEMA)
• $1 million for Fire Department apparatus and replacement of ambulance • $3 million for Labor/ Capital Improvement Program (CIP) infusion • $300,000 for Public Works Automated Asphalt Truck
• $530,000 for Citywide technology enhancements
o $160,000- Library RFID Automated System
o $150,000- Employee Engagement and Retention
o $100,000- IT Master Plan
o $70,000- Police Electronic Control Device (ECD) Replacements o $50,000- Community Services Registration Software
As part of the budget process, staff is requesting that the City Council finalize the list of how the funds will be spent as the funds must be encumbered by 2024 and spent by 2026. 23 - 22
Expenditures
The goal for the budget season was to build a status-quo budget that returned the pre-pandemic levels of service and programming. Comparing the upcoming budget expenditure totals to recent years would not be an accurate or fair comparison as the City experienced many closures and unusual expenditures during the pandemic, and this budget was a significant clean-up effort of the past. While there was savings in many of our parks programs, the City experienced increased overtime costs due to insufficient staffing and was required to perform emergency measures and purchases to mitigate the effects of the pandemic. Going forward, we look forward to the return to a full slate of programs in our Senior and Recreation events, classes and programs. We look to re-instate many ventures that were tempered, tabled or went unbudgeted. Some of our expenditure highlights for the upcoming year are:

Positional changes
Restore Full-time Librarian
Sr. Management Analyst in the creation of a Housing Division Part-time Code Enforcement Officer for weekends/evenings Transportation Engineer
Unfreezing of Deputy Chief position
Unfreezing of Officer position
Convert 3 part-time positions to 1 full-time Permit Counter Tech Capital items
Workstations for Support Services Division in the Library Budget for books, DVD’s, CD’s, E-books in the Library
Fire Air Quality Apparatus (SLFRF funded)
Fire Rescue Ambulance (SLFRF funded)
Breathing Apparatus (SLFRF funded)
Asphalt Pickup Truck (SLFRF funded)
Citywide technology improvements and enhancements (SLFRF funded) Emergency improvements to Eddy House facility
Programming
Return of all Senior and Recreation events, classes and programs Festival of Balloons/Fourth of July Fireworks Show and Event Construction of Berkshire and Grevelia pocket parks using Impact Fees/grants Studies and Programs
Funding for Phase II of Class and Comp Study
Funding for City General Election (November)
Funding for recruitment and employee engagement
Return of Commissioner Congress
Historical Homes Survey
Increase in tree planting budget
Continued exploration of fleet replacements and electrification efforts Implementation of citywide license plate reader
The City is in the final stages of labor negotiations with employee groups. The result of this finalization will have a financial impact on the upcoming budget. 23 - 23
The grand total of budgeted General Fund expenditures/outflows is $43.5m with $24.8m attributable to labor costs, $11.6m in Maintenance and Operations, $5.8m SLFRF projects, $795,000 in Capital and $383,079 in Transfers Out. The budget as is stands today, when comparing revenues to expenditures is a net positive of $502,558 (please see schedules).

The chart below summarizes General Fund Operating revenues from FY 2019 to the Proposed FY 2023.

General Fund Operating Revenue History
General Fund – Operating Expenditures
The overall General Fund expenditures/outflows, are estimated at $43.5m. The Operating Expenditure portion is $41,721,612. This is approximately $200,000 more than what was budgeted last year. The upcoming budgeted year has an infusion of $5.8m in SLFRF funds whereas last year had a $4.4m infusion from a onetime Cell Tower revenue stream.

General Fund Operating Expenditures By Type
Wages and Benefits make up the “Lion’s Share” of the total expenditures as each year shows a gradual increase.
23 - 24

GENERAL FUND EXPENDITURES BY DEPARTMENT
The chart below shows the General Fund expenditures by department from Fiscal Year 2018 to the present. Of note for this fiscal year:
• Public Safety, composed of the Fire and the Police Department, accounts for 48% of the General Fund budget.
• The Management Services department which includes City Clerk, Information Services, Grants Management, Legal Services, and Human Resource has now been split off from the City Manager’s Office as a new department.
• While the Public Works General Fund portion is only 8%, it is important to note that other functions of the department are accounted for in other funds such as the Water, Sewer and other special funds.
.
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ATTACHMENT 4
Full Draft Fiscal Year 2022-23 Budget
(Click Here)
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ATTACHMENT 5
Final ACFR Draft
(Click Here)
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24 Approving LLMD Annual Levy and Collection of Assessments for FY 2022-2023 June 15, 2022